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
Tesla, Inc. TSLA 88160R101 69,390 89,480 SH   SOLE   89,480 0 0
Sea Limited (Singapore) SE 81141R100 61,158 191,880 SH   SOLE   191,880 0 0
MongoDB, Inc. Class A MDB 60937P106 42,195 89,490 SH   SOLE   89,490 0 0
HubSpot, Inc. HUBS 443573100 39,788 58,850 SH   SOLE   58,850 0 0
Datadog, Inc. Class A DDOG 23804L103 37,902 268,140 SH   SOLE   268,140 0 0
Snowflake, Inc. Class A SNOW 833445109 37,737 124,780 SH   SOLE   124,780 0 0
MercadoLibre, Inc. (Argentina) MELI 58733R102 36,023 21,450 SH   SOLE   21,450 0 0
Digital Turbine, Inc. APPS 25400W102 36,011 523,800 SH   SOLE   523,800 0 0
Snap, Inc. Class A SNAP 83304A106 35,677 482,970 SH   SOLE   482,970 0 0
Unity Software Inc. U 91332U101 35,008 277,290 SH   SOLE   277,290 0 0
OptimizeRx Corporation OPRX 68401U204 32,396 378,680 SH   SOLE   378,680 0 0
Square, Inc. Class A SQ 852234103 29,918 124,740 SH   SOLE   124,740 0 0
Atlassian Corporation Plc. Class A TEAM G06242104 29,803 76,140 SH   SOLE   76,140 0 0
Kornit Digital Ltd. KRNT 001121672 28,850 199,320 SH   SOLE   199,320 0 0
Airbnb, Inc. Class A ABNB 009066101 26,714 159,250 SH   SOLE   159,250 0 0
Palo Alto Networks, Inc. PANW 697435105 22,896 47,800 SH   SOLE   47,800 0 0
Bill.com Holdings, Inc. BILL 090043100 22,848 85,590 SH   SOLE   85,590 0 0
The Trade Desk, Inc. Class A TTD 88339J105 22,203 315,830 SH   SOLE   315,830 0 0
Zscaler, Inc. ZS 98980G102 22,076 84,190 SH   SOLE   84,190 0 0
ServiceNow, Inc. NOW 81762P102 18,923 30,410 SH   SOLE   30,410 0 0
Roku, Inc. Class A ROKU 77543R102 14,969 47,770 SH   SOLE   47,770 0 0
Repligen Corporation RGEN 759916109 14,889 51,520 SH   SOLE   51,520 0 0
Paylocity Holding Corp. PCTY 70438V106 10,908 38,900 SH   SOLE   38,900 0 0
Paycom Software, Inc. PAYC 70432V102 8,656 17,460 SH   SOLE   17,460 0 0
Affirm Holdings, Inc. AFRM 008278106 7,466 62,670 SH   SOLE   62,670 0 0
Amazon.com, Inc. AMZN 023135106 33 10 SH   SOLE   10 0 0
Alphabet, Inc. Class A GOOGL 02079K305 27 10 SH   SOLE   10 0 0
Shopify, Inc. Class A (Canada) SHOP 82509L107 14 10 SH   SOLE   10 0 0
ASML Holding N.V. ADR ASML N07059111 7 10 SH   SOLE   10 0 0
RH RH 761283100 7 10 SH   SOLE   10 0 0
Netflix, Inc. NFLX 64110L106 6 10 SH   SOLE   10 0 0
Adobe, Inc. ADBE 00724F101 6 10 SH   SOLE   10 0 0
Lam Research Corp. LRCX 512807108 6 10 SH   SOLE   10 0 0
Intuit, Inc INTU 461202103 5 10 SH   SOLE   10 0 0
Invesco QQQ ETF QQQ 46090E103 4 10 SH   SOLE   10 0 0
MasterCard, Inc. Class A MA 57636Q104 3 10 SH   SOLE   10 0 0
Facebook, Inc. Class A FB 30303M102 3 10 SH   SOLE   10 0 0
Twilio, Inc. Class A TWLO 90138F102 3 10 SH   SOLE   10 0 0
Carvana Co. Class A CVNA 146869102 3 10 SH   SOLE   10 0 0
Veeva Systems, Inc. Class A VEEV 922475108 3 10 SH   SOLE   10 0 0
Microsoft Corp. MSFT 594918104 3 10 SH   SOLE   10 0 0
Signature Bank SBNY 82669G104 3 10 SH   SOLE   10 0 0
Zoom Video Communications, Inc. ZM 98980L101 3 10 SH   SOLE   10 0 0
PayPal Holdings, Inc. PYPL 70450Y103 3 10 SH   SOLE   10 0 0
DocuSign, Inc. DOCU 256163106 3 10 SH   SOLE   10 0 0
VanEck Semiconductor ETF SMH 92189F676 3 10 SH   SOLE   10 0 0
Wayfair, Inc. Class A W 94419L101 3 10 SH   SOLE   10 0 0
Workday, Inc. Class A WDAY 98138H101 3 10 SH   SOLE   10 0 0
CrowdStrike Holdings, Inc. Class A CRWD 22788C105 2 10 SH   SOLE   10 0 0
Okta, Inc. Class A OKTA 679295105 2 10 SH   SOLE   10 0 0
Coinbase Global, Inc. COIN 19260Q107 2 10 SH   SOLE   10 0 0
Spotify Technology SA (Luxembourg) SPOT L8681T102 2 10 SH   SOLE   10 0 0
RingCentral, Inc. Class A RNG 76680R206 2 10 SH   SOLE   10 0 0
Etsy, Inc. ETSY 29786A106 2 10 SH   SOLE   10 0 0
Nvidia Corp. NVDA 67066G104 2 10 SH   SOLE   10 0 0
Qorvo, Inc. QRVO 74736K101 2 10 SH   SOLE   10 0 0
Skyworks Solutions, Inc. SWKS 83088M102 2 10 SH   SOLE   10 0 0
Match Group, Inc. MTCH 57665R106 2 10 SH   SOLE   10 0 0
Ambarella, Inc. AMBA G037AX101 2 10 SH   SOLE   10 0 0
10x Genomics, Inc. TXG 88025U109 1 10 SH   SOLE   10 0 0
Apple, Inc. AAPL 037833100 1 10 SH   SOLE   10 0 0
Intellia Therapeutics, Inc. NTLA 45826J105 1 10 SH   SOLE   10 0 0
Applied Materials, Inc. AMAT 038222105 1 10 SH   SOLE   10 0 0
Teladoc Health, Inc. TDOC 87918A105 1 10 SH   SOLE   10 0 0
Silvergate Capital Corp. - Class A SI 82837P408 1 10 SH   SOLE   10 0 0
Cloudflare, Inc. NET 18915M107 1 10 SH   SOLE   10 0 0
CRISPR Therapeutics AG CRSP H17182108 1 10 SH   SOLE   10 0 0
Taiwan Semiconductor Manufacturing Company Ltd. ADR TSM 874039100 1 10 SH   SOLE   10 0 0
Teradyne, Inc. TER 880770102 1 10 SH   SOLE   10 0 0
Advanced Micro Devices, Inc. AMD 007903107 1 10 SH   SOLE   10 0 0
Zillow, Inc Z 98954M101 1 10 SH   SOLE   10 0 0
Peloton Interactive, Inc. Class A PTON 70614W100 1 10 SH   SOLE   10 0 0
Domo, Inc. DOMO 257554105 1 10 SH   SOLE   10 0 0
Doximity, Inc. DOCS 26622P107 1 10 SH   SOLE   10 0 0
Roblox Corporation RBLX 771049103 1 10 SH   SOLE   10 0 0
Penn National Gaming, Inc. PENN 707569109 1 10 SH   SOLE   10 0 0
Micron Technology, Inc. MU 595112103 1 10 SH   SOLE   10 0 0
Chewy, Inc. Class A CHWY 16679L109 1 10 SH   SOLE   10 0 0
Chegg, Inc. CHGG 163092109 1 10 SH   SOLE   10 0 0
Twitter, Inc. TWTR 90184L102 1 10 SH   SOLE   10 0 0
Marvell Technology Group Ltd. (Bermuda) MRVL G5876H105 1 10 SH   SOLE   10 0 0
SentinelOne, Inc. S 852061100 1 10 SH   SOLE   10 0 0
Pinterest, Inc. Class A PINS 72352L106 1 10 SH   SOLE   10 0 0
DraftKings, Inc. Class A DKNG 26142R104 0 10 SH   SOLE   10 0 0
NIO, Inc. ADR NIO 62914V106 0 10 SH   SOLE   10 0 0
XPeng, Inc. ADR XPEV 98422D105 0 10 SH   SOLE   10 0 0
Sonos, Inc. SONO 83570H108 0 10 SH   SOLE   10 0 0
Volkswagen AG VWAGY 928662600 0 10 SH   SOLE   10 0 0
Li Auto, Inc. ADR LI 50202M102 0 10 SH   SOLE   10 0 0
Palantir Technologies, Inc. PLTR 69608A108 0 10 SH   SOLE   10 0 0