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
Expires: July 31, 2015
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
ABBVIE INC Common Stock 00287Y109 1,066,626 6,600 SH SOLE 0 6,600 0 0
ADVANCED MICRO DEVICES INC Common Stock 007903107 8,870,252 136,950 SH SOLE 0 136,950 0 0
AGCO CORP Common Stock 001084102 305,118 2,200 SH SOLE 0 2,200 0 0
ALIGN TECHNOLOGY INC Common Stock 016255101 115,995 550 SH SOLE 0 550 0 0
ALPHABET INC Common Stock 02079K107 2,757,728 31,080 SH SOLE 0 31,080 0 0
AMAZON COM INC Common Stock 023135106 3,558,660 42,365 SH SOLE 0 42,365 0 0
AMBARELLA INC Common Stock G037AX101 1,258,119 15,300 SH SOLE 0 15,300 0 0
APPLE INC Common Stock 037833100 350,811 2,700 SH SOLE 0 2,700 0 0
AUTODESK INC Common Stock 052769106 579,297 3,100 SH SOLE 0 3,100 0 0
BLOOMIN BRANDS INC Common Stock 094235108 140,840 7,000 SH SOLE 0 7,000 0 0
BOSTON SCIENTIFIC CORP Common Stock 101137107 166,572 3,600 SH SOLE 0 3,600 0 0
CADENCE DESIGN SYSTEM INC Common Stock 127387108 578,304 3,600 SH SOLE 0 3,600 0 0
CLEAN HARBORS INC Common Stock 184496107 479,304 4,200 SH SOLE 0 4,200 0 0
COSTCO WHSL CORP NEW Common Stock 22160K105 410,850 900 SH SOLE 0 900 0 0
CSX CORP Common Stock 126408103 588,620 19,000 SH SOLE 0 19,000 0 0
CYBERARK SOFTWARE LTD Common Stock M2682V108 609,355 4,700 SH SOLE 0 4,700 0 0
DAVE & BUSTERS ENTMT INC Common Stock 238337109 354,400 10,000 SH SOLE 0 10,000 0 0
DEXCOM INC Common Stock 252131107 6,648,320 58,710 SH SOLE 0 58,710 0 0
E L F BEAUTY INC Common Stock 26856L103 102,305 1,850 SH SOLE 0 1,850 0 0
FAIR ISAAC CORP Common Stock 303250104 299,290 500 SH SOLE 0 500 0 0
FEDERAL SIGNAL CORP Common Stock 313855108 487,935 10,500 SH SOLE 0 10,500 0 0
FIDELITY NATL INFORMATION SV Common Stock 31620M106 1,543,588 22,750 SH SOLE 0 22,750 0 0
FIVE BELOW INC Common Stock 33829M101 2,815,770 15,920 SH SOLE 0 15,920 0 0
HOME DEPOT INC Common Stock 437076102 126,344 400 SH SOLE 0 400 0 0
HUBSPOT INC Common Stock 443573100 17,348 60 SH SOLE 0 60 0 0
INTERCONTINENTAL EXCHANGE IN Common Stock 45866F104 1,302,893 12,700 SH SOLE 0 12,700 0 0
INTUITIVE SURGICAL INC Common Stock 46120E602 610,305 2,300 SH SOLE 0 2,300 0 0
IRIDIUM COMMUNICATIONS INC Common Stock 46269C102 7,086,415 137,868 SH SOLE 0 137,868 0 0
LATTICE SEMICONDUCTOR CORP Common Stock 518415104 90,832 1,400 SH SOLE 0 1,400 0 0
LAUDER ESTEE COS INC Common Stock 518439104 104,206 420 SH SOLE 0 420 0 0
MARVELL TECHNOLOGY INC Common Stock 573874104 7,206,132 194,550 SH SOLE 0 194,550 0 0
MASTERCARD INCORPORATED Common Stock 57636Q104 3,654,642 10,510 SH SOLE 0 10,510 0 0
META PLATFORMS INC Common Stock 30303M102 1,161,281 9,650 SH SOLE 0 9,650 0 0
MICRON TECHNOLOGY INC Common Stock 595112103 3,041,283 60,850 SH SOLE 0 60,850 0 0
MICROSOFT CORP Common Stock 594918104 7,004,902 29,209 SH SOLE 0 29,209 0 0
MONGODB INC Common Stock 60937P106 5,905 30 SH SOLE 0 30 0 0
MONOLITHIC PWR SYS INC Common Stock 609839105 144,980 410 SH SOLE 0 410 0 0
MOODYS CORP Common Stock 615369105 557,240 2,000 SH SOLE 0 2,000 0 0
MSCI INC Common Stock 55354G100 465,170 1,000 SH SOLE 0 1,000 0 0
NIKE INC Common Stock 654106103 526,545 4,500 SH SOLE 0 4,500 0 0
NOV INC Common Stock 62955J103 290,371 13,900 SH SOLE 0 13,900 0 0
NVIDIA CORPORATION Common Stock 67066G104 6,721,855 45,996 SH SOLE 0 45,996 0 0
PROCORE TECHNOLOGIES INC Common Stock 74275K108 613,340 13,000 SH SOLE 0 13,000 0 0
QUALCOMM INC Common Stock 747525103 3,415,286 31,065 SH SOLE 0 31,065 0 0
RAMBUS INC DEL Common Stock 750917106 1,898,460 53,000 SH SOLE 0 53,000 0 0
REGENXBIO INC Common Stock 75901B107 34,020 1,500 SH SOLE 0 1,500 0 0
S&P GLOBAL INC Common Stock 78409V104 535,904 1,600 SH SOLE 0 1,600 0 0
SERVICENOW INC Common Stock 81762P102 5,311,534 13,680 SH SOLE 0 13,680 0 0
SHERWIN WILLIAMS CO Common Stock 824348106 1,260,222 5,310 SH SOLE 0 5,310 0 0
SITIME CORP Common Stock 82982T106 2,246,310 22,105 SH SOLE 0 22,105 0 0
SNOWFLAKE INC Common Stock 833445109 588,514 4,100 SH SOLE 0 4,100 0 0
SYNOPSYS INC Common Stock 871607107 590,687 1,850 SH SOLE 0 1,850 0 0
ULTA BEAUTY INC Common Stock 90384S303 103,195 220 SH SOLE 0 220 0 0
UNION PAC CORP Common Stock 907818108 310,605 1,500 SH SOLE 0 1,500 0 0
VEEVA SYS INC Common Stock 922475108 580,968 3,600 SH SOLE 0 3,600 0 0
VISA INC Common Stock 92826C839 3,971,332 19,115 SH SOLE 0 19,115 0 0
WABTEC Common Stock 929740108 219,582 2,200 SH SOLE 0 2,200 0 0
WASTE CONNECTIONS INC Common Stock 94106B101 3,701,571 27,945 SH SOLE 0 27,945 0 0
WASTE MGMT INC DEL Common Stock 94106L109 486,328 3,100 SH SOLE 0 3,100 0 0
WELLS FARGO CO NEW Common Stock 949746101 2,952,235 71,500 SH SOLE 0 71,500 0 0
ROPER TECHNOLOGIES INC Common Stock 776696106 129,627 300 SH SOLE 0 300 0 0
BILL COM HLDGS INC Common Stock 090043100 13,075 120 SH SOLE 0 120 0 0
EXTREME NETWORKS INC Common Stock 30226D106 1,907,902 104,200 SH SOLE 0 104,200 0 0
SALESFORCE COM INC Common Stock 79466L302 3,296,983 24,866 SH SOLE 0 24,866 0 0
BK OF AMERICA CORP Common Stock 060505104 2,987,424 90,200 SH SOLE 0 90,200 0 0
LABORATORY CORP AMER HLDGS Common Stock 50540R409 105,966 450 SH SOLE 0 450 0 0
M D C HLDGS INC Common Stock 552676108 94,800 3,000 SH SOLE 0 3,000 0 0
TEMPUR SEALY INTL INC Common Stock 88023U101 199,114 5,800 SH SOLE 0 5,800 0 0
LILLY ELI & CO Common Stock 532457108 1,840,175 5,030 SH SOLE 0 5,030 0 0
WARNER MUSIC GROUP CORP Common Stock 934550203 357,204 10,200 SH SOLE 0 10,200 0 0
ETSY INC Common Stock 29786A106 2,037,458 17,010 SH SOLE 0 17,010 0 0
EVERI HLDGS INC Common Stock 30034T103 2,824,080 196,800 SH SOLE 0 196,800 0 0
INSULET CORP Common Stock 45784P101 4,087,605 13,885 SH SOLE 0 13,885 0 0
MATCH GROUP INC NEW Common Stock 57667L107 1,566,040 37,745 SH SOLE 0 37,745 0 0
OPEN LENDING CORP Common Stock 68373J104 1,364,513 202,150 SH SOLE 0 202,150 0 0
RAPID7 INC Common Stock 753422104 1,233,338 36,296 SH SOLE 0 36,296 0 0
ZIPRECRUITER INC Common Stock 98980B103 197,040 12,000 SH SOLE 0 12,000 0 0
ACCENTURE PLC IRELAND Common Stock G1151C101 1,300,845 4,875 SH SOLE 0 4,875 0 0
IDEXX LABS INC Common Stock 45168D104 326,368 800 SH SOLE 0 800 0 0
CERUS CORP Common Stock 157085101 529,250 145,000 SH SOLE 0 145,000 0 0
DOXIMITY INC Common Stock 26622P107 570,520 17,000 SH SOLE 0 17,000 0 0
INTEGRAL AD SCIENCE HLDNG CO Common Stock 45828L108 94,932 10,800 SH SOLE 0 10,800 0 0
PENUMBRA INC Common Stock 70975L107 51,166 230 SH SOLE 0 230 0 0
PLANET FITNESS INC Common Stock 72703H101 480,680 6,100 SH SOLE 0 6,100 0 0
YETI HLDGS INC Common Stock 98585X104 47,506 1,150 SH SOLE 0 1,150 0 0
FLOOR & DECOR HLDGS INC Common Stock 339750101 48,741 700 SH SOLE 0 700 0 0
FOX FACTORY HLDG CORP Common Stock 35138V102 54,738 600 SH SOLE 0 600 0 0