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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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
Abbott Laboratories COM 002824100 1,652 15,084 SH   SOLE   15,084 0 0
Adaptive Biotechnologies Corpo COM 00650f109 43,660 738,374 SH   SOLE   505,399 0 232,975
Adaptive Biotechnologies Corpo COM 00650f109 15,307 258,875 SH   OTR 1 258,875 0 0
Adobe Inc. COM 00724f101 6,789 13,574 SH   SOLE   12,849 0 725
Airbnb, Inc. COM 009066101 220 1,500 SH   SOLE   500 0 1,000
Amazon.com, Inc. COM 023135106 209,391 64,291 SH   SOLE   47,080 0 17,211
Amazon.com, Inc. COM 023135106 62,859 19,300 SH   OTR 1 19,300 0 0
American Express Company COM 025816109 213 1,760 SH   SOLE   1,760 0 0
Amgen Inc. COM 031162100 1,523 6,624 SH   SOLE   6,624 0 0
Amphenol Corporation COM 032095101 690 5,280 SH   SOLE   5,280 0 0
Apple Inc. COM 037833100 6,270 47,250 SH   SOLE   47,250 0 0
Axon Enterprise, Inc. COM 05464c101 11,144 90,950 SH   SOLE   90,500 0 450
Becton, Dickinson and Company COM 075887109 857 3,425 SH   SOLE   3,425 0 0
Beyond Meat, Inc. COM 08862e109 31,514 252,114 SH   SOLE   171,819 0 80,295
Beyond Meat, Inc. COM 08862e109 11,906 95,250 SH   OTR 1 95,250 0 0
Bill.com Holdings, Inc. COM 090043100 15,926 116,674 SH   SOLE   116,449 0 225
BlackRock, Inc. COM 09247x101 2,719 3,768 SH   SOLE   3,768 0 0
Cardlytics Inc. COM 14161w105 1,720 12,050 SH   SOLE   12,050 0 0
CDW Corporation COM 12514g108 239 1,815 SH   SOLE   1,815 0 0
Chegg, Inc. COM 163092109 88,965 984,885 SH   SOLE   718,305 0 266,580
Chegg, Inc. COM 163092109 27,435 303,725 SH   OTR 1 303,725 0 0
Chewy, Inc. COM 16679l109 90,993 1,012,276 SH   SOLE   713,846 0 298,430
Chewy, Inc. COM 16679l109 30,257 336,600 SH   OTR 1 336,600 0 0
Cintas Corporation COM 172908105 1,271 3,595 SH   SOLE   3,595 0 0
Comcast Corporation Class A COM 20030n101 1,388 26,486 SH   SOLE   26,486 0 0
Constellation Brands, Inc. COM 21036p108 989 4,515 SH   SOLE   4,515 0 0
CoStar Group, Inc. COM 22160n109 51,960 56,217 SH   SOLE   36,377 0 19,840
CoStar Group, Inc. COM 22160n109 20,556 22,240 SH   OTR 1 22,240 0 0
Costco Wholesale Corporation COM 22160k105 2,562 6,800 SH   SOLE   6,800 0 0
Coupa Software Incorporated COM 22266l106 80,520 237,585 SH   SOLE   171,815 0 65,770
Coupa Software Incorporated COM 22266l106 27,452 81,000 SH   OTR 1 81,000 0 0
CyrusOne Inc. COM 23283r100 852 11,650 SH   SOLE   11,650 0 0
Datadog, Inc. COM 23804l103 11,797 119,840 SH   SOLE   118,590 0 1,250
Ecolab Inc. COM 278865100 1,103 5,100 SH   SOLE   5,100 0 0
Etsy, Inc. COM 29786a106 14,771 83,027 SH   SOLE   82,687 0 340
Exact Sciences Corporation COM 30063p105 179,321 1,353,466 SH   SOLE   914,366 0 439,100
Exact Sciences Corporation COM 30063p105 61,608 465,000 SH   OTR 1 465,000 0 0
Facebook, Inc. COM 30303m102 5,091 18,638 SH   SOLE   18,413 0 225
GoodRx Holdings, Inc. COM 38246g108 50,706 1,256,968 SH   SOLE   915,168 0 341,800
GoodRx Holdings, Inc. COM 38246g108 16,221 402,100 SH   OTR 1 402,100 0 0
Goosehead Insurance, Inc. COM 38267d109 30,028 240,685 SH   SOLE   137,585 0 103,100
Goosehead Insurance, Inc. COM 38267d109 13,674 109,600 SH   OTR 1 109,600 0 0
Intuit Inc. COM 461202103 2,618 6,892 SH   SOLE   6,892 0 0
Johnson & Johnson COM 478160104 1,381 8,774 SH   SOLE   8,774 0 0
JPMorgan Chase & Co. COM 46625h100 3,140 24,711 SH   SOLE   24,711 0 0
Lemonade, Inc. COM 52567d107 52,888 431,735 SH   SOLE   329,110 0 102,625
Lemonade, Inc. COM 52567d107 11,480 93,715 SH   OTR 1 93,715 0 0
lululemon athletica inc. COM 550021109 38,844 111,610 SH   SOLE   66,650 0 44,960
lululemon athletica inc. COM 550021109 17,908 51,455 SH   OTR 1 51,455 0 0
MercadoLibre, Inc. COM 58733r102 240,629 143,640 SH   SOLE   103,425 0 40,215
MercadoLibre, Inc. COM 58733r102 75,511 45,075 SH   OTR 1 45,075 0 0
Microsoft Corporation COM 594918104 7,293 32,790 SH   SOLE   32,790 0 0
MongoDB, Inc. COM 60937p106 18,404 51,258 SH   SOLE   51,058 0 200
Monolithic Power Systems, Inc. COM 609839105 5,349 14,605 SH   SOLE   13,255 0 1,350
Netflix, Inc. COM 64110l106 156,738 289,864 SH   SOLE   214,129 0 75,735
Netflix, Inc. COM 64110l106 48,422 89,550 SH   OTR 1 89,550 0 0
NIKE, Inc. COM 654106103 1,115 7,880 SH   SOLE   7,880 0 0
NVIDIA Corporation COM 67066g104 178,257 341,357 SH   SOLE   247,772 0 93,585
NVIDIA Corporation COM 67066g104 50,601 96,900 SH   OTR 1 96,900 0 0
Okta, Inc. COM 679295105 161,521 635,258 SH   SOLE   448,933 0 186,325
Okta, Inc. COM 679295105 52,435 206,225 SH   OTR 1 206,225 0 0
PACCAR Inc COM 693718108 1,114 12,915 SH   SOLE   11,615 0 1,300
Paychex, Inc. COM 704326107 1,761 18,900 SH   SOLE   18,900 0 0
Paylocity Holding Corporation COM 70438v106 44,770 217,426 SH   SOLE   125,776 0 91,650
Paylocity Holding Corporation COM 70438v106 20,874 101,375 SH   OTR 1 101,375 0 0
PayPal Holdings, Inc. COM 70450y103 109,482 467,472 SH   SOLE   316,772 0 150,700
PayPal Holdings, Inc. COM 70450y103 37,490 160,075 SH   OTR 1 160,075 0 0
Peloton Interactive, Inc. COM 70614w100 118,708 782,418 SH   SOLE   568,208 0 214,210
Peloton Interactive, Inc. COM 70614w100 33,378 220,000 SH   OTR 1 220,000 0 0
Pinterest, Inc. COM 72352l106 22,849 346,725 SH   SOLE   345,525 0 1,200
QUALCOMM Incorporated COM 747525103 91,190 598,597 SH   SOLE   411,347 0 187,250
QUALCOMM Incorporated COM 747525103 36,424 239,100 SH   OTR 1 239,100 0 0
RingCentral, Inc. COM 76680r206 150,855 398,066 SH   SOLE   264,366 0 133,700
RingCentral, Inc. COM 76680r206 54,515 143,850 SH   OTR 1 143,850 0 0
Seagen Inc. COM 81181c104 32,258 184,183 SH   SOLE   121,383 0 62,800
Seagen Inc. COM 81181c104 17,715 101,150 SH   OTR 1 101,150 0 0
ServiceNow, Inc. COM 81762p102 130,840 237,705 SH   SOLE   168,295 0 69,410
ServiceNow, Inc. COM 81762p102 44,709 81,225 SH   OTR 1 81,225 0 0
Shopify Inc. COM 82509l107 231,152 204,207 SH   SOLE   143,972 0 60,235
Shopify Inc. COM 82509l107 72,699 64,225 SH   OTR 1 64,225 0 0
Snap Inc. COM 83304a106 60,142 1,201,167 SH   SOLE   868,217 0 332,950
Snap Inc. COM 83304a106 21,082 421,050 SH   OTR 1 421,050 0 0
Snowflake Inc. COM 833445109 28,693 101,966 SH   SOLE   85,771 0 16,195
Snowflake Inc. COM 833445109 6,064 21,550 SH   OTR 1 21,550 0 0
Sprout Social, Inc. COM 85209w109 26,383 580,985 SH   SOLE   430,185 0 150,800
Sprout Social, Inc. COM 85209w109 8,914 196,300 SH   OTR 1 196,300 0 0
Square, Inc. COM 852234103 175,440 806,103 SH   SOLE   593,953 0 212,150
Square, Inc. COM 852234103 52,457 241,025 SH   OTR 1 241,025 0 0
Starbucks Corporation COM 855244109 1,606 15,010 SH   SOLE   15,010 0 0
Target Corporation COM 87612e106 202 1,142 SH   SOLE   1,142 0 0
Teladoc Health, Inc. COM 87918a105 133,272 666,493 SH   SOLE   454,898 0 211,595
Teladoc Health, Inc. COM 87918a105 55,074 275,425 SH   OTR 1 275,425 0 0
Tesla, Inc. COM 88160r101 409,788 580,707 SH   SOLE   424,287 0 156,420
Tesla, Inc. COM 88160r101 114,982 162,940 SH   OTR 1 162,940 0 0
The Estee Lauder Companies Inc COM 518439104 2,153 8,090 SH   SOLE   8,090 0 0
The Home Depot, Inc. COM 437076102 2,620 9,862 SH   SOLE   9,862 0 0
The Progressive Corporation COM 743315103 1,276 12,900 SH   SOLE   12,900 0 0
The Trade Desk, Inc. COM 88339j105 232,744 290,567 SH   SOLE   213,477 0 77,090
The Trade Desk, Inc. COM 88339j105 65,818 82,170 SH   OTR 1 82,170 0 0
The Walt Disney Company COM 254687106 1,628 8,984 SH   SOLE   8,984 0 0
Twilio Inc. COM 90138f102 21,473 63,435 SH   SOLE   63,160 0 275
Tyson Foods, Inc. COM 902494103 576 8,937 SH   SOLE   8,937 0 0
Uber Technologies, Inc. COM 90353t100 121,654 2,385,366 SH   SOLE   1,721,176 0 664,190
Uber Technologies, Inc. COM 90353t100 41,603 815,750 SH   OTR 1 815,750 0 0
Unity Software Inc. COM 91332u101 80,031 521,478 SH   SOLE   379,158 0 142,320
Unity Software Inc. COM 91332u101 24,578 160,150 SH   OTR 1 160,150 0 0
Veeva Systems Inc. COM 922475108 57,105 209,751 SH   SOLE   146,551 0 63,200
Veeva Systems Inc. COM 922475108 24,571 90,250 SH   OTR 1 90,250 0 0
Virgin Galactic Holdings, Inc. COM 92766k106 3,714 156,490 SH   SOLE   155,790 0 700
Visa Inc. COM 92826c839 3,238 14,805 SH   SOLE   14,805 0 0
Zillow Group, Inc. Class A, Vo COM 98954m101 368 2,705 SH   SOLE   1,305 0 1,400
Zillow Group, Inc. Class C COM 98954m200 187,686 1,445,964 SH   SOLE   1,059,659 0 386,305
Zillow Group, Inc. Class C COM 98954m200 54,780 422,035 SH   OTR 1 422,035 0 0
Zoetis Inc. COM 98978v103 2,140 12,930 SH   SOLE   12,930 0 0
Zoom Video Communications, Inc COM 98980l101 58,694 174,002 SH   SOLE   135,667 0 38,335
Zoom Video Communications, Inc COM 98980l101 18,519 54,900 SH   OTR 1 54,900 0 0
iShares MSCI KLD 400 Social COM 464288570 535 7,484 SH   SOLE   7,484 0 0
SPDR S&P 500 ETF Trust COM 78462f103 861 2,302 SH   SOLE   2,302 0 0