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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 3,307,117 26,576 SH DFND 0 26,576 0
ADVANCED ENERGY INDS COM 007973100 932,175 2,500 SH DFND 0 2,500 0
AGORA INC ADS 00851L103 2,019,694 506,189 SH DFND 0 506,189 0
AMAZON COM INC COM 023135106 6,428,029 26,970 SH DFND 0 26,970 0
AMERICAN TOWER CORP COM 03027X100 5,761,916 35,226 SH DFND 0 35,226 0
ANALOG DEVICES INC COM 032654105 3,395,803 8,550 SH DFND 0 8,550 0
APPIAN CORP CL A 03782L101 3,853,978 168,296 SH DFND 0 168,296 0
ATLASSIAN CORPORATION CL A 049468101 6,575,977 84,535 SH DFND 0 84,535 0
D R HORTON INC COM 23331A109 6,240,910 38,316 SH DFND 0 38,316 0
DOLE PLC ORD SHS G27907107 4,686,642 341,592 SH DFND 0 341,592 0
DOLLAR GEN CORP COM 256677105 4,195,759 36,450 SH DFND 0 36,450 0
EAGLE MATLS INC COM 26969P108 3,277,800 14,568 SH DFND 0 14,568 0
ENTEGRIS INC COM 29362U104 1,798,600 10,000 SH DFND 0 10,000 0
FISERV INC COM 337738108 3,455,768 70,454 SH DFND 0 70,454 0
GENTHERM INC COM 37253A103 2,420,172 70,952 SH DFND 0 70,952 0
GEO GROUP INC COM 36162J106 2,285,928 77,358 SH DFND 0 77,358 0
HCA HEALTHCARE INC COM 40412C101 5,041,277 12,930 SH DFND 0 12,930 0
HOME DEPOT INC COM 437076102 3,322,245 9,420 SH DFND 0 9,420 0
INTUIT COM 461202103 4,425,516 16,956 SH DFND 0 16,956 0
LULULEMON ATHLETICA INC COM 550021109 1,193,181 10,450 SH DFND 0 10,450 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 3,233,145 8,500 SH DFND 0 8,500 0
MARVELL TECHNOLOGY INC COM 573874104 12,570,958 42,200 SH DFND 0 42,200 0
MKS INC. COM 55306N104 4,047,680 9,100 SH DFND 0 9,100 0
NETFLIX INC. COM 64110L106 3,230,064 45,239 SH DFND 0 45,239 0
NVIDIA CORPORATION COM 67066G104 7,375,517 36,861 SH DFND 0 36,861 0
NXP SEMICONDUCTORS N V COM N6596X109 2,584,632 9,197 SH DFND 0 9,197 0
OKTA INC CL A 679295105 4,883,954 35,793 SH DFND 0 35,793 0
OLD DOMINION FREIGHT LINE IN COM 679580100 4,611,197 21,289 SH DFND 0 21,289 0
OMEGA FLEX INC COM 682095104 2,015,614 64,212 SH DFND 0 64,212 0
ONTO INNOVATION INC COM 683344105 5,206,336 13,757 SH DFND 0 13,757 0
PEGASYSTEMS INC COM 705573103 3,134,232 104,579 SH DFND 0 104,579 0
POOL CORP COM 73278L105 2,013,613 9,370 SH DFND 0 9,370 0
SAP SE SPON ADR 803054204 4,183,778 27,148 SH DFND 0 27,148 0
SERVICENOW INC COM 81762P102 5,130,194 51,674 SH DFND 0 51,674 0
UNITEDHEALTH GROUP INC COM 91324P102 7,197,464 17,317 SH DFND 0 17,317 0
VISA INC COM CL A 92826C839 8,834,567 25,750 SH DFND 0 25,750 0
WASTE CONNECTIONS INC COM 94106B101 4,099,573 24,594 SH DFND 0 24,594 0
WEAVE COMMUNICATIONS INC COM 94724R108 4,706,265 785,687 SH DFND 0 785,687 0
WORKDAY INC CL A 98138H101 2,727,884 22,283 SH DFND 0 22,283 0