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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
Tesla, Inc.TSLA88160R10153,16179,590SH SOLE 79,59000
Applied Materials, Inc.AMAT03822210550,227375,950SH SOLE 375,95000
Nvidia Corp.NVDA67066G10441,81778,320SH SOLE 78,32000
DraftKings, Inc. Class ADKNG26142R10439,323641,170SH SOLE 641,17000
PayPal Holdings, Inc.PYPL70450Y10339,109161,050SH SOLE 161,05000
Digital Turbine, Inc.APPS25400W10237,615468,080SH SOLE 468,08000
Etsy, Inc.ETSY29786A10637,117184,050SH SOLE 184,05000
HubSpot, Inc.HUBS44357310036,51480,390SH SOLE 80,39000
Square, Inc. Class ASQ85223410336,249159,650SH SOLE 159,65000
Shopify, Inc. Class A (Canada)SHOP82509L10736,09432,620SH SOLE 32,62000
Snowflake, Inc. Class ASNOW83344510935,259153,780SH SOLE 153,78000
Sea Limited (Singapore)SE81141R10034,310153,700SH SOLE 153,70000
Bill.com Holdings, Inc.BILL09004310031,460216,220SH SOLE 216,22000
Peloton Interactive, Inc. Class APTON70614W10031,127276,830SH SOLE 276,83000
Pinterest, Inc. Class APINS72352L10630,432411,080SH SOLE 411,08000
Wayfair, Inc. Class AW94419L10129,39193,380SH SOLE 93,38000
Penn National Gaming, Inc.PENN70756910928,868275,350SH SOLE 275,35000
The Trade Desk, Inc. Class ATTD88339J10526,65940,910SH SOLE 40,91000
Chegg, Inc.CHGG16309210926,309307,130SH SOLE 307,13000
Zillow, IncZ98954M10125,507196,750SH SOLE 196,75000
Twilio, Inc. Class ATWLO90138F10225,40474,550SH SOLE 74,55000
CrowdStrike Holdings, Inc. Class ACRWD22788C10522,348122,450SH SOLE 122,45000
Carvana Co. Class ACVNA14686910219,27373,450SH SOLE 73,45000
XPeng, Inc. ADRXPEV98422D10518,547508,000SH SOLE 508,00000
RHRH76128310018,29830,670SH SOLE 30,67000
Volkswagen AGVWAGY92866260016,789462,510SH SOLE 462,51000
Sonos, Inc.SONO83570H10816,608443,230SH SOLE 443,23000
Pacific Biosciences of California, Inc.PACB69404D10813,784413,800SH SOLE 413,80000
Silvergate Capital Corp.SI82837P4089,17964,560SH SOLE 64,56000
VanEck Vectors Semiconductor ETFSMH92189F6768,73935,880SH SOLE 35,88000
Amazon.com, Inc.AMZN0231351063110SH SOLE 1000
Alphabet, Inc. Class AGOOGL02079K3052110SH SOLE 1000
MercadoLibre, Inc. (Argentina)MELI58733R1021510SH SOLE 1000
Micro Strategy, Inc.MSTR594972408710SH SOLE 1000
ASML Holding N.V. ADRASMLN07059111610SH SOLE 1000
Lam Research Corp.LRCX512807108610SH SOLE 1000
Netflix, Inc.NFLX64110L106510SH SOLE 1000
ServiceNow, Inc.NOW81762P102510SH SOLE 1000
Adobe, Inc.ADBE00724F101510SH SOLE 1000
Paycom Software, Inc.PAYC70432V102410SH SOLE 1000
MasterCard, Inc. Class AMA57636Q104410SH SOLE 1000
Roku, Inc. Class AROKU77543R102310SH SOLE 1000
Zoom Video Communications, Inc.ZM98980L101310SH SOLE 1000
Invesco QQQ ETFQQQ46090E103310SH SOLE 1000
RingCentral, Inc. Class ARNG76680R206310SH SOLE 1000
Facebook, Inc. Class AFB30303M102310SH SOLE 1000
Spotify Technology SA (Luxembourg)SPOTL8681T102310SH SOLE 1000
MongoDB, Inc. Class AMDB60937P106310SH SOLE 1000
Veeva Systems, Inc. Class AVEEV922475108310SH SOLE 1000
Coupa Software, Inc.COUP22266L106310SH SOLE 1000
Workday, Inc. Class AWDAY98138H101210SH SOLE 1000
Microsoft Corp.MSFT594918104210SH SOLE 1000
Alibaba Group Holding Ltd. ADRBABA01609W102210SH SOLE 1000
Signature BankSBNY82669G104210SH SOLE 1000
Okta, Inc. Class AOKTA679295105210SH SOLE 1000
Baidu, Inc. ADRBIDU056752108210SH SOLE 1000
Atlassian Corporation Plc. Class ATEAMG06242104210SH SOLE 1000
DocuSign, Inc.DOCU256163106210SH SOLE 1000
Airbnb, Inc. Class AABNB009066101210SH SOLE 1000
Skyworks Solutions, Inc.SWKS83088M102210SH SOLE 1000
Qorvo, Inc.QRVO74736K101210SH SOLE 1000
Teladoc Health, Inc.TDOC87918A105210SH SOLE 1000
10x Genomics, Inc.TXG88025U109210SH SOLE 1000
Paylocity Holding Corp.PCTY70438V106210SH SOLE 1000
Zscaler, Inc.ZS98980G102210SH SOLE 1000
Match Group, Inc.MTCH57665R106110SH SOLE 1000
Apple, Inc.AAPL037833100110SH SOLE 1000
CRISPR Therapeutics AGCRSPH17182108110SH SOLE 1000
Teradyne, Inc.TER880770102110SH SOLE 1000
Taiwan Semiconductor Manufacturing Company Ltd. ADRTSM874039100110SH SOLE 1000
Ambarella, Inc.AMBAG037AX101110SH SOLE 1000
Micron Technology, Inc.MU595112103110SH SOLE 1000
Chewy, Inc. Class ACHWY16679L109110SH SOLE 1000
JD.com, Inc. ADRJD47215P106110SH SOLE 1000
Intellia Therapeutics, Inc.NTLA45826J105110SH SOLE 1000
Advanced Micro Devices, Inc.AMD007903107110SH SOLE 1000
Twitter, Inc.TWTR90184L102110SH SOLE 1000
Snap, Inc. Class ASNAP83304A106110SH SOLE 1000
Marvell Technology Group Ltd. (Bermuda)MRVLG5876H105010SH SOLE 1000
QuantumScape CorporationQS74767V109010SH SOLE 1000
Magnite, Inc.MGNI55955D100010SH SOLE 1000
NIO, Inc. ADRNIO62914V106010SH SOLE 1000
Invitae Corp.NVTA46185L103010SH SOLE 1000
Plug Power Inc.PLUG72919P202010SH SOLE 1000
Virgin Galactic Holdings, Inc. Class ASPCE92766K106010SH SOLE 1000
Li Auto, Inc. ADRLI50202M102010SH SOLE 1000
Palantir Technologies, Inc.PLTR69608A108010SH SOLE 1000
fuboTV, Inc.FUBO35953D104010SH SOLE 1000
Skillz, Inc.SKLZ83067L109010SH SOLE 1000
Fisker Inc.FSR33813J106010SH SOLE 1000