The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADOBE SYSTEMS INCORPORATED COM 00724F101 8,598 14,934 SH   SOLE   10,517 0 4,417
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 6,134 32,489 SH   SOLE   24,434 0 8,055
ALPHABET INC CAP STK CL A 02079K305 1,682 629 SH   SOLE   307 0 322
APPLE INC COM 037833100 6,835 48,305 SH   SOLE   32,282 0 16,023
ASANA INC CL A 04342Y104 2,626 25,285 SH   SOLE   11,515 0 13,770
ATLASSIAN CORP PLC CL A G06242104 1,991 5,087 SH   SOLE   2,470 0 2,617
BOX INC CL A 10316T104 548 23,155 SH   SOLE   11,350 0 11,805
BROOKFIELD ASSET MGMT REINS CL A EXCH LT VTG G16169107 2 41 SH   SOLE   41 0 0
BROOKFIELD ASSET MANAGEMENT CL A CL A 112585104 321 6,000 SH   SOLE   6,000 0 0
CADENCE DESIGN SYSTEM INC DESIGN SYSTEMS COM 127387108 9,884 65,266 SH   SOLE   39,969 0 25,297
CERIDIAN HCM HLDG INC COM 15677J108 5,844 51,888 SH   SOLE   36,863 0 15,025
CLOROX CO DEL COM 189054109 3,435 20,741 SH   SOLE   14,715 0 6,026
COSTCO WHSL CORP NEW COM 22160K105 7,775 17,303 SH   SOLE   11,754 0 5,549
COUPA SOFTWARE INC COM 22266L106 584 2,666 SH   SOLE   1,295 0 1,371
DEERE & CO COM 244199105 6,637 19,808 SH   SOLE   14,722 0 5,086
DOCUSIGN INC COM 256163106 9,346 36,305 SH   SOLE   23,147 0 13,158
DOMO INC COM CL B 257554105 536 6,346 SH   SOLE   3,082 0 3,264
DYNATRACE INC COM 268150109 1,867 26,313 SH   SOLE   12,776 0 13,537
EOG RES INC COM 26875P101 5,992 74,654 SH   SOLE   60,086 0 14,568
EXXON MOBIL CORP COM 30231G102 42 715 SH   SOLE   715 0 0
FACEBOOK INC CL A 30303M102 1,624 4,784 SH   SOLE   2,322 0 2,462
FIVERR INTL LTD ORD SHS M4R82T106 446 2,442 SH   SOLE   1,185 0 1,257
HEALTH CATALYST INC COM 42225T107 6,267 125,313 SH   SOLE   87,554 0 37,759
HUBSPOT INC COM 443573100 17,870 26,431 SH   SOLE   18,701 0 7,730
INTUIT COM 461202103 9,172 17,001 SH   SOLE   11,343 0 5,658
MASTERCARD INCORPORATED CL A 57636Q104 3,669 10,554 SH   SOLE   8,542 0 2,012
MICROSOFT CORP COM 594918104 1,686 5,979 SH   SOLE   2,903 0 3,076
NOVO NORDISK A S ADR 670100205 4,699 48,942 SH   SOLE   48,898 0 44
NVIDIA CORPORATION COM 67066G104 11,515 55,586 SH   SOLE   35,338 0 20,248
PAGERDUTY INC COM 69553P100 6,347 153,233 SH   SOLE   117,506 0 35,727
PROCORE TECHNOLOGIES INC COM 74275K108 6,724 75,266 SH   SOLE   51,744 0 23,522
REGENERON PHARMACEUTICALS COM 75886F107 6,804 11,243 SH   SOLE   8,223 0 3,020
RLI CORP COM 749607107 4,358 43,466 SH   SOLE   33,425 0 10,041
SAILPOINT TECHNOLOGIES HLDGS COM 78781P105 1,455 33,934 SH   SOLE   16,467 0 17,467
SALESFORCE COM INC COM 79466L302 1,918 7,072 SH   SOLE   3,433 0 3,639
SHAKE SHACK INC CL A 819047101 5,592 71,273 SH   SOLE   56,123 0 15,150
SPROUT SOCIAL INC COM CL A 85209W109 930 7,625 SH   SOLE   2,744 0 4,881
TESLA INC COM 88160R101 8,021 10,343 SH   SOLE   7,837 0 2,506
TEXAS INSTRS INC COM 882508104 4,547 23,655 SH   SOLE   17,580 0 6,075
TEXAS PACIFIC LAND CORPORATI COM 88262P102 4,845 4,006 SH   SOLE   2,753 0 1,253
TRIMAS CORP COM NEW 896215209 194 6,000 SH   SOLE   6,000 0 0
TRUPANION INC COM 898202106 4,855 62,508 SH   SOLE   42,358 0 20,150
ZENDESK INC COM 98936J101 528 4,540 SH   SOLE   2,204 0 2,336
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 6,253 23,912 SH   SOLE   14,891 0 9,021
ZSCALER INC COM 98980G102 5,061 19,302 SH   SOLE   9,371 0 9,931