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
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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
2U, Inc. COM 90214J101 62,881 1,264,710 SH   SOLE   624,210 0 640,500
2U, Inc. COM 90214J101 2,486 50,000 SH   OTR 1 0 0 50,000
AbbVie Inc. COM 00287Y109 250 2,712 SH   SOLE   2,712 0 0
Abbott Laboratories COM 002824100 698 9,647 SH   SOLE   9,397 0 250
Activision Blizzard, Inc. COM 00507V109 4,516 96,975 SH   SOLE   73,405 0 23,570
Adobe Inc. COM 00724F101 53,182 235,071 SH   SOLE   95,485 0 139,586
Adobe Inc. COM 00724F101 2,262 10,000 SH   OTR 1 0 0 10,000
Alibaba Group Holding Limited COM 01609W102 46,682 340,572 SH   SOLE   142,122 0 198,450
Alphabet Inc. Class A COM 02079K305 37,737 36,113 SH   SOLE   17,774 0 18,339
Alphabet Inc. Class A COM 02079K305 3,135 3,000 SH   OTR 1 0 0 3,000
Alphabet Inc. Class C COM 02079K107 1,324 1,278 SH   SOLE   1,158 0 120
Amazon.com, Inc. COM 023135106 162,953 108,493 SH   SOLE   53,753 0 54,740
Amazon.com, Inc. COM 023135106 7,059 4,700 SH   OTR 1 0 0 4,700
Amgen Inc. COM 031162100 518 2,660 SH   SOLE   2,635 0 25
Amphenol Corporation COM 032095101 520 6,420 SH   SOLE   6,420 0 0
Apple Inc. COM 037833100 2,553 16,183 SH   SOLE   11,328 0 4,855
Axon Enterprise, Inc. COM 05464C101 7,262 165,990 SH   SOLE   110,140 0 55,850
Becton, Dickinson and Company COM 075887109 1,804 8,005 SH   SOLE   3,680 0 4,325
BioMarin Pharmaceutical Inc. COM 09061G101 34,965 410,625 SH   SOLE   143,075 0 267,550
BioMarin Pharmaceutical Inc. COM 09061G101 1,277 15,000 SH   OTR 1 0 0 15,000
BlackRock, Inc. COM 09247X101 802 2,041 SH   SOLE   1,991 0 50
Booking Holdings Inc. COM 09857L108 1,499 870 SH   SOLE   20 0 850
CoStar Group, Inc. COM 22160N109 27,334 81,028 SH   SOLE   40,338 0 40,690
CoStar Group, Inc. COM 22160N109 1,687 5,000 SH   OTR 1 0 0 5,000
Cognizant Technology Solutions COM 192446102 318 5,015 SH   SOLE   4,940 0 75
Comcast Corporation Class A COM 20030N101 343 10,060 SH   SOLE   10,060 0 0
Constellation Brands, Inc. COM 21036P108 762 4,740 SH   SOLE   4,415 0 325
Costco Wholesale Corporation COM 22160K105 696 3,415 SH   SOLE   3,415 0 0
CyrusOne Inc. COM 23283R100 584 11,040 SH   SOLE   10,840 0 200
Dropbox Inc. COM 26210C104 284 13,916 SH   SOLE   13,916 0 0
Ecolab Inc. COM 278865100 593 4,025 SH   SOLE   3,925 0 100
Elastic N.V. COM N14506104 1,518 21,230 SH   SOLE   20,930 0 300
Exact Sciences Corporation COM 30063P105 130,198 2,063,357 SH   SOLE   954,277 0 1,109,080
Exact Sciences Corporation COM 30063P105 5,805 92,000 SH   OTR 1 0 0 92,000
Facebook, Inc. COM 30303M102 76,944 586,956 SH   SOLE   281,536 0 305,420
Facebook, Inc. COM 30303M102 3,146 24,000 SH   OTR 1 0 0 24,000
FedEx Corporation COM 31428X106 438 2,715 SH   SOLE   2,690 0 25
First Republic Bank COM 33616C100 904 10,398 SH   SOLE   0 0 10,398
IQIYI, Inc. COM 46267X108 187 12,601 SH   SOLE   12,601 0 0
Inogen, Inc. COM 45780L104 8,510 68,535 SH   SOLE   26,135 0 42,400
Inogen, Inc. COM 45780L104 497 4,000 SH   OTR 1 0 0 4,000
International Flavors & Fragra COM 459506101 591 4,405 SH   SOLE   4,405 0 0
Intuit Inc. COM 461202103 1,593 8,094 SH   SOLE   3,065 0 5,029
JPMorgan Chase & Co. COM 46625H100 1,825 18,700 SH   SOLE   18,450 0 250
Johnson & Johnson COM 478160104 1,133 8,780 SH   SOLE   8,630 0 150
Medidata Solutions, Inc. COM 58471A105 42,968 637,316 SH   SOLE   283,716 0 353,600
Medidata Solutions, Inc. COM 58471A105 2,333 34,600 SH   OTR 1 0 0 34,600
MercadoLibre, Inc. COM 58733R102 94,092 321,299 SH   SOLE   156,784 0 164,515
MercadoLibre, Inc. COM 58733R102 3,953 13,500 SH   OTR 1 0 0 13,500
Microsoft Corporation COM 594918104 3,912 38,519 SH   SOLE   38,169 0 350
Monolithic Power Systems, Inc. COM 609839105 74,831 643,709 SH   SOLE   309,964 0 333,745
Monolithic Power Systems, Inc. COM 609839105 3,953 34,000 SH   OTR 1 0 0 34,000
NVIDIA Corporation COM 67066G104 68,322 511,777 SH   SOLE   246,759 0 265,018
NVIDIA Corporation COM 67066G104 1,869 14,000 SH   OTR 1 0 0 14,000
Netflix, Inc. COM 64110L106 138,485 517,390 SH   SOLE   252,097 0 265,293
Netflix, Inc. COM 64110L106 6,290 23,500 SH   OTR 1 0 0 23,500
Okta, Inc. COM 679295105 74,155 1,162,299 SH   SOLE   558,374 0 603,925
Okta, Inc. COM 679295105 3,350 52,500 SH   OTR 1 0 0 52,500
PACCAR Inc COM 693718108 476 8,339 SH   SOLE   6,939 0 1,400
PPDAI Group Inc. COM 69354V108 72 20,058 SH   SOLE   20,058 0 0
PayPal Holdings, Inc. COM 70450Y103 95,842 1,139,753 SH   SOLE   531,710 0 608,043
PayPal Holdings, Inc. COM 70450Y103 3,532 42,000 SH   OTR 1 0 0 42,000
Paychex, Inc. COM 704326107 666 10,220 SH   SOLE   10,170 0 50
Paylocity Holding Corporation COM 70438V106 38,132 633,325 SH   SOLE   277,450 0 355,875
Paylocity Holding Corporation COM 70438V106 2,168 36,000 SH   OTR 1 0 0 36,000
Pluralsight, Inc. COM 72941B106 17,022 722,815 SH   SOLE   420,365 0 302,450
Pluralsight, Inc. COM 72941B106 1,531 65,000 SH   OTR 1 0 0 65,000
SPDR S&P 500 ETF Trust COM 78462F103 564 2,255 SH   SOLE   2,255 0 0
ServiceNow, Inc. COM 81762P102 66,265 372,173 SH   SOLE   178,353 0 193,820
ServiceNow, Inc. COM 81762P102 2,849 16,000 SH   OTR 1 0 0 16,000
Shake Shack Inc. COM 819047101 32,299 711,120 SH   SOLE   286,920 0 424,200
Shake Shack Inc. COM 819047101 2,180 48,000 SH   OTR 1 0 0 48,000
Shopify Inc. COM 82509L107 107,904 779,375 SH   SOLE   366,385 0 412,990
Shopify Inc. COM 82509L107 4,707 34,000 SH   OTR 1 0 0 34,000
Sientra, Inc. COM 82621J105 9,769 768,580 SH   SOLE   382,180 0 386,400
Sientra, Inc. COM 82621J105 826 65,000 SH   OTR 1 0 0 65,000
Spotify Technology S.A. COM L8681T102 14,063 123,900 SH   SOLE   25,060 0 98,840
Square, Inc. COM 852234103 30,415 542,255 SH   SOLE   334,105 0 208,150
Square, Inc. COM 852234103 1,402 25,000 SH   OTR 1 0 0 25,000
Starbucks Corporation COM 855244109 1,003 15,575 SH   SOLE   15,075 0 500
Stitch Fix, Inc. COM 860897107 926 54,175 SH   SOLE   54,175 0 0
Take-Two Interactive Software, COM 874054109 942 9,150 SH   SOLE   150 0 9,000
Teladoc Health Inc. COM 87918A105 80,129 1,616,490 SH   SOLE   746,945 0 869,545
Teladoc Health Inc. COM 87918A105 4,139 83,500 SH   OTR 1 0 0 83,500
Tencent Holdings Limited COM 88032Q109 1,749 43,600 SH   SOLE   43,600 0 0
Tesla, Inc. COM 88160R101 123,276 370,421 SH   SOLE   178,381 0 192,040
Tesla, Inc. COM 88160R101 4,992 15,000 SH   OTR 1 0 0 15,000
The Boeing Company COM 097023105 830 2,575 SH   SOLE   2,575 0 0
The Charles Schwab Corporation COM 808513105 67,280 1,620,035 SH   SOLE   754,019 0 866,016
The Charles Schwab Corporation COM 808513105 3,113 74,950 SH   OTR 1 0 0 74,950
The Estee Lauder Companies Inc COM 518439104 889 6,830 SH   SOLE   6,530 0 300
The Home Depot, Inc. COM 437076102 1,418 8,255 SH   SOLE   8,255 0 0
The Progressive Corporation COM 743315103 649 10,755 SH   SOLE   10,755 0 0
The Trade Desk, Inc. COM 88339J105 75,317 648,950 SH   SOLE   320,690 0 328,260
The Trade Desk, Inc. COM 88339J105 4,236 36,500 SH   OTR 1 0 0 36,500
The Walt Disney Company COM 254687106 737 6,725 SH   SOLE   6,675 0 50
Tilray Inc. COM 88688T100 34,144 484,040 SH   SOLE   336,715 0 147,325
Tilray Inc. COM 88688T100 3,435 48,700 SH   OTR 1 0 0 48,700
Visa Inc. COM 92826C839 7,103 53,837 SH   SOLE   48,712 0 5,125
Wayfair Inc. COM 94419L101 52,913 587,395 SH   SOLE   267,095 0 320,300
Wayfair Inc. COM 94419L101 1,802 20,000 SH   OTR 1 0 0 20,000
XPO Logistics, Inc. COM 983793100 61,801 1,083,470 SH   SOLE   463,370 0 620,100
Zillow Group, Inc. Class A, Vo COM 98954M101 358 11,390 SH   SOLE   9,510 0 1,880
Zillow Group, Inc. Class C COM 98954M200 59,289 1,877,414 SH   SOLE   895,519 0 981,895
Zillow Group, Inc. Class C COM 98954M200 2,526 80,000 SH   OTR 1 0 0 80,000
Zoetis Inc. COM 98978V103 1,869 21,850 SH   SOLE   9,965 0 11,885
iShares MSCI KLD 400 Social COM 464288570 275 2,958 SH   SOLE   2,958 0 0
lululemon athletica inc. COM 550021109 40,514 333,150 SH   SOLE   126,915 0 206,235
lululemon athletica inc. COM 550021109 2,311 19,000 SH   OTR 1 0 0 19,000
nLIGHT, Inc. COM 65487K100 1,346 75,725 SH   SOLE   73,925 0 1,800