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
ALPHABET INC CAP STK CL C 02079K107 11,046 5,340 SH   SOLE   5,340 0 0
AMAZON COM INC COM 023135106 13,072 4,225 SH   SOLE   4,225 0 0
AVALARA INC COM 05338G106 7,517 56,336 SH   SOLE   56,336 0 0
COSTAR GROUP INC COM 22160N109 12,160 14,795 SH   SOLE   14,795 0 0
FACEBOOK INC CL A 30303M102 17,772 60,339 SH   SOLE   60,339 0 0
MARKETAXESS HLDGS INC COM 57060D108 5,178 10,400 SH   SOLE   10,400 0 0
MERCADOLIBRE INC COM 58733R102 12,784 8,684 SH   SOLE   8,684 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 14,860 163,139 SH   SOLE   163,139 0 0
PAYPAL HLDGS INC COM 70450Y103 15,548 64,024 SH   SOLE   64,024 0 0
SCHWAB CHARLES CORP COM 808513105 11,924 182,941 SH   SOLE   182,941 0 0
SERVICENOW INC COM 81762P102 7,605 15,207 SH   SOLE   15,207 0 0
VISA INC COM CL A 92826C839 14,137 66,770 SH   SOLE   66,770 0 0