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 INC COM 00724F101 2,738 12,100 SH   SOLE   0 0 12,100
AUTODESK INC COM 052769106 2,186 17,000 SH   SOLE   0 0 17,000
AMAZON COM INC COM 023135106 2,463 1,640 SH   SOLE   0 0 1,640
BOEING CO COM 097023105 2,522 7,819 SH   SOLE   0 0 7,819
QUALCOMM INC COM 747525103 324 5,700 SH   SOLE   0 0 5,700
DISNEY WALT CO COM DISNEY 254687106 1,750 15,963 SH   SOLE   0 0 15,963
HONEYWELL INTL INC COM 438516106 1,472 11,140 SH   SOLE   0 0 11,140
JOHNSON & JOHNSON COM 478160104 459 3,560 SH   SOLE   0 0 3,560
MEDTRONIC PLC SHS G5960L103 1,524 16,750 SH   SOLE   0 0 16,750
CHEVRON CORP NEW COM 166764100 297 2,730 SH   SOLE   0 0 2,730
MICROSOFT CORP COM 594918104 3,557 35,018 SH   SOLE   0 0 35,018
CISCO SYS INC COM 17275R102 910 21,000 SH   SOLE   0 0 21,000
LOCKHEED MARTIN CORP COM 539830109 1,576 6,020 SH   SOLE   0 0 6,020
PEPSICO INC COM 713448108 466 4,217 SH   SOLE   0 0 4,217
STRYKER CORP COM 863667101 389 2,483 SH   SOLE   0 0 2,483
SCHWAB CHARLES CORP NEW COM 808513105 1,827 44,000 SH   SOLE   0 0 44,000
JPMORGAN CHASE & CO COM 46625H100 1,391 14,250 SH   SOLE   0 0 14,250
BOOKING HLDGS INC COM 09857L108 2,179 1,265 SH   SOLE   0 0 1,265
ISHARES TR BARCLAYS 7 10 YR 464287440 1,110 10,650 SH   SOLE   0 0 10,650
CONSTELLATION BRANDS INC CL A 21036P108 2,411 14,994 SH   SOLE   0 0 14,994
APPLE INC COM 037833100 424 2,686 SH   SOLE   0 0 2,686
AMERICAN EXPRESS CO COM 025816109 3,241 34,000 SH   SOLE   0 0 34,000
TYLER TECHNOLOGIES INC COM 902252105 2,980 16,039 SH   SOLE   0 0 16,039
NVIDIA CORP COM 67066G104 1,509 11,300 SH   SOLE   0 0 11,300
MICROCHIP TECHNOLOGY INC COM 595017104 3,170 44,080 SH   SOLE   0 0 44,080
ALPHABET INC CAP STK CL A 02079K305 2,114 2,023 SH   SOLE   0 0 2,023
INTUITIVE SURGICAL INC COM NEW 46120E602 3,484 7,275 SH   SOLE   0 0 7,275
ABIOMED INC COM 003654100 3,088 9,500 SH   SOLE   0 0 9,500
ANSYS INC COM 03662Q105 245 1,712 SH   SOLE   0 0 1,712
SALESFORCE COM INC COM 79466L302 1,233 9,000 SH   SOLE   0 0 9,000
ENBRIDGE INC COM 29250N105 1,620 52,125 SH   SOLE   0 0 52,125
MASTERCARD INCORPORATED CL A 57636Q104 4,002 21,216 SH   SOLE   0 0 21,216
WEX INC COM 96208T104 3,376 24,105 SH   SOLE   0 0 24,105
EXACT SCIENCES CORP COM 30063P105 2,633 41,725 SH   SOLE   0 0 41,725
DISCOVER FINL SVCS COM 254709108 2,945 49,926 SH   SOLE   0 0 49,926
VISA INC COM CL A 92826C839 4,923 37,314 SH   SOLE   0 0 37,314
SCHWAB STRATEGIC TR US SML CAP ETF 808524607 546 9,000 SH   SOLE   0 0 9,000
NXP SEMICONDUCTORS N V COM N6596X109 2,433 33,200 SH   SOLE   0 0 33,200
SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 599 12,500 SH   SOLE   0 0 12,500
GUIDEWIRE SOFTWARE INC COM 40171V100 2,415 30,100 SH   SOLE   0 0 30,100
PHILLIPS 66 COM 718546104 1,551 18,000 SH   SOLE   0 0 18,000
SPDR SER TR PORTFOLIO SH TSR 78468R101 201 6,800 SH   SOLE   0 0 6,800
FLEETCOR TECHNOLOGIES INC COM 339041105 2,893 15,575 SH   SOLE   0 0 15,575
PALO ALTO NETWORKS INC COM 697435105 565 3,000 SH   SOLE   0 0 3,000
PORTOLA PHARMACEUTICALS INC COM 737010108 1,338 68,549 SH   SOLE   0 0 68,549
ALPHABET INC CAP STK CL C 02079K107 616 595 SH   SOLE   0 0 595
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 2,763 20,160 SH   SOLE   0 0 20,160
CANOPY GROWTH CORP COM 138035100 914 34,000 SH   SOLE   0 0 34,000
PAYPAL HLDGS INC COM 70450Y103 2,885 34,303 SH   SOLE   0 0 34,303
SQUARE INC CL A 852234103 2,216 39,500 SH   SOLE   0 0 39,500