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
3M CO COM 88579Y101 217 1,250 SH   SOLE   0 0 1,250
ENBRIDGE INC COM 29250N105 2,362 65,475 SH   SOLE   0 0 65,475
CISCO SYS INC COM 17275R102 2,861 52,278 SH   SOLE   0 0 52,278
ALPHABET INC CAP STK CL C 02079K107 1,430 1,323 SH   SOLE   0 0 1,323
MICROSOFT CORP COM 594918104 6,737 50,290 SH   SOLE   0 0 50,290
THE CHARLES SCHWAB CORPORATI COM 808513105 992 24,689 SH   SOLE   0 0 24,689
EXXON MOBIL CORP COM 30231G102 382 4,980 SH   SOLE   0 0 4,980
PARKER HANNIFIN CORP COM 701094104 296 1,739 SH   SOLE   0 0 1,739
HOME DEPOT INC COM 437076102 1,098 5,282 SH   SOLE   0 0 5,282
AUTODESK INC COM 052769106 3,470 21,300 SH   SOLE   0 0 21,300
MEDTRONIC PLC SHS G5960L103 3,333 34,223 SH   SOLE   0 0 34,223
EXACT SCIENCES CORP COM 30063P105 3,473 29,425 SH   SOLE   0 0 29,425
KANSAS CITY SOUTHERN COM NEW 485170302 363 2,980 SH   SOLE   0 0 2,980
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 4,151 24,495 SH   SOLE   0 0 24,495
HONEYWELL INTL INC COM 438516106 4,298 24,620 SH   SOLE   0 0 24,620
SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 904 15,839 SH   SOLE   0 0 15,839
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,494 7,008 SH   SOLE   0 0 7,008
CONSTELLATION BRANDS INC CL A 21036P108 5,428 27,564 SH   SOLE   0 0 27,564
PAYPAL HLDGS INC COM 70450Y103 6,475 56,568 SH   SOLE   0 0 56,568
CANOPY GROWTH CORP COM 138035100 1,471 36,500 SH   SOLE   0 0 36,500
BOOKING HLDGS INC COM 09857L108 5,253 2,802 SH   SOLE   0 0 2,802
DISNEY WALT CO COM DISNEY 254687106 4,577 32,775 SH   SOLE   0 0 32,775
TJX COS INC NEW COM 872540109 1,108 20,960 SH   SOLE   0 0 20,960
FLEETCOR TECHNOLOGIES INC COM 339041105 4,374 15,575 SH   SOLE   0 0 15,575
SQUARE INC CL A 852234103 3,699 51,000 SH   SOLE   0 0 51,000
STRYKER CORP COM 863667101 4,070 19,798 SH   SOLE   0 0 19,798
MERCK & CO INC COM 58933Y105 335 4,000 SH   SOLE   0 0 4,000
MICROCHIP TECHNOLOGY INC COM 595017104 5,493 63,360 SH   SOLE   0 0 63,360
WEX INC COM 96208T104 7,000 33,637 SH   SOLE   0 0 33,637
ULTA BEAUTY INC COM 90384S303 538 1,552 SH   SOLE   0 0 1,552
CHEVRON CORP NEW COM 166764100 413 3,320 SH   SOLE   0 0 3,320
TYLER TECHNOLOGIES INC COM 902252105 4,584 21,219 SH   SOLE   0 0 21,219
US BANCORP DEL COM NEW 902973304 687 13,120 SH   SOLE   0 0 13,120
AMERICAN EXPRESS CO COM 025816109 6,184 50,100 SH   SOLE   0 0 50,100
DISCOVER FINL SVCS COM 254709108 5,876 75,731 SH   SOLE   0 0 75,731
AMAZON COM INC COM 023135106 5,209 2,751 SH   SOLE   0 0 2,751
EMERSON ELEC CO COM 291011104 1,696 25,425 SH   SOLE   0 0 25,425
JPMORGAN CHASE & CO COM 46625H100 2,427 21,705 SH   SOLE   0 0 21,705
COSTCO WHSL CORP NEW COM 22160K105 1,695 6,415 SH   SOLE   0 0 6,415
GUARDANT HEALTH INC COM 40131M109 1,901 22,020 SH   SOLE   0 0 22,020
SALESFORCE COM INC COM 79466L302 1,517 10,000 SH   SOLE   0 0 10,000
VISA INC COM CL A 92826C839 9,754 56,201 SH   SOLE   0 0 56,201
SCHWAB STRATEGIC TR US SML CAP ETF 808524607 1,061 14,850 SH   SOLE   0 0 14,850
FISERV INC COM 337738108 4,756 52,169 SH   SOLE   0 0 52,169
ISHARES TR BARCLAYS 7 10 YR 464287440 1,414 12,848 SH   SOLE   0 0 12,848
PHILLIPS 66 COM 718546104 2,922 31,236 SH   SOLE   0 0 31,236
JOHNSON & JOHNSON COM 478160104 2,231 16,015 SH   SOLE   0 0 16,015
PEPSICO INC COM 713448108 2,220 16,927 SH   SOLE   0 0 16,927
AUTOMATIC DATA PROCESSING IN COM 053015103 323 1,956 SH   SOLE   0 0 1,956
RAYTHEON CO COM NEW 755111507 263 1,512 SH   SOLE   0 0 1,512
PROCTER AND GAMBLE CO COM 742718109 445 4,056 SH   SOLE   0 0 4,056
PORTOLA PHARMACEUTICALS INC COM 737010108 2,347 86,500 SH   SOLE   0 0 86,500
INTUITIVE SURGICAL INC COM NEW 46120E602 5,688 10,843 SH   SOLE   0 0 10,843
MASTERCARD INC CL A 57636Q104 6,662 25,184 SH   SOLE   0 0 25,184
ALPHABET INC CAP STK CL A 02079K305 3,823 3,531 SH   SOLE   0 0 3,531
ADOBE INC COM 00724F101 3,860 13,100 SH   SOLE   0 0 13,100
NVIDIA CORP COM 67066G104 2,743 16,700 SH   SOLE   0 0 16,700
GUIDEWIRE SOFTWARE INC COM 40171V100 4,175 41,181 SH   SOLE   0 0 41,181
DANAHER CORPORATION COM 235851102 1,588 11,113 SH   SOLE   0 0 11,113
LOCKHEED MARTIN CORP COM 539830109 3,952 10,870 SH   SOLE   0 0 10,870
APPLE INC COM 037833100 2,588 13,074 SH   SOLE   0 0 13,074
SPDR SERIES TRUST PORTFOLIO SH TSR 78468R101 249 8,300 SH   SOLE   0 0 8,300
ANSYS INC COM 03662Q105 3,525 17,212 SH   SOLE   0 0 17,212