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
AbbVie Inc. COM 00287Y109 215 2,837 SH   SOLE   2,837 0 0
Abbott Laboratories COM 002824100 881 10,534 SH   SOLE   10,534 0 0
Adobe Inc. COM 00724F101 58,767 212,733 SH   SOLE   96,097 0 116,636
Adobe Inc. COM 00724F101 3,868 14,000 SH   OTR 1 0 0 14,000
Alibaba Group Holding Limited COM 01609W102 59,076 353,262 SH   SOLE   166,102 0 187,160
Alibaba Group Holding Limited COM 01609W102 4,014 24,000 SH   OTR 1 0 0 24,000
Alphabet Inc. Class A COM 02079K305 7,798 6,386 SH   SOLE   4,397 0 1,989
Alphabet Inc. Class C COM 02079K107 646 530 SH   SOLE   505 0 25
Amazon.com, Inc. COM 023135106 167,541 96,515 SH   SOLE   49,345 0 47,170
Amazon.com, Inc. COM 023135106 8,680 5,000 SH   OTR 1 0 0 5,000
Amgen Inc. COM 031162100 566 2,923 SH   SOLE   2,898 0 25
Amphenol Corporation COM 032095101 541 5,610 SH   SOLE   5,610 0 0
Apple Inc. COM 037833100 2,695 12,035 SH   SOLE   11,930 0 105
Atlassian Corporation Plc COM G06242104 977 7,785 SH   SOLE   7,485 0 300
Axon Enterprise, Inc. COM 05464C101 3,575 62,960 SH   SOLE   61,310 0 1,650
Becton, Dickinson and Company COM 075887109 1,979 7,825 SH   SOLE   3,625 0 4,200
BioMarin Pharmaceutical Inc. COM 09061G101 39,789 590,340 SH   SOLE   237,590 0 352,750
BlackRock, Inc. COM 09247X101 983 2,205 SH   SOLE   2,155 0 50
Booking Holdings Inc. COM 09857L108 1,668 850 SH   SOLE   0 0 850
CDW Corporation COM 12514G108 258 2,095 SH   SOLE   2,095 0 0
Chegg, Inc. COM 163092109 29,809 995,285 SH   SOLE   543,635 0 451,650
Chegg, Inc. COM 163092109 1,797 60,000 SH   OTR 1 0 0 60,000
Chewy, Inc. COM 16679L109 33,275 1,353,725 SH   SOLE   729,825 0 623,900
Chewy, Inc. COM 16679L109 2,709 110,200 SH   OTR 1 0 0 110,200
CoStar Group, Inc. COM 22160N109 66,508 112,117 SH   SOLE   53,847 0 58,270
CoStar Group, Inc. COM 22160N109 4,212 7,100 SH   OTR 1 0 0 7,100
Comcast Corporation Class A COM 20030N101 539 11,954 SH   SOLE   11,954 0 0
Constellation Brands, Inc. COM 21036P108 2,804 13,530 SH   SOLE   4,345 0 9,185
Costco Wholesale Corporation COM 22160K105 877 3,045 SH   SOLE   3,045 0 0
CyrusOne Inc. COM 23283R100 900 11,375 SH   SOLE   11,275 0 100
Ecolab Inc. COM 278865100 773 3,905 SH   SOLE   3,805 0 100
Etsy, Inc. COM 29786A106 3,149 55,740 SH   SOLE   54,940 0 800
Exact Sciences Corporation COM 30063P105 144,590 1,599,980 SH   SOLE   768,730 0 831,250
Exact Sciences Corporation COM 30063P105 8,233 91,100 SH   OTR 1 0 0 91,100
Facebook, Inc. COM 30303M102 96,905 544,168 SH   SOLE   270,458 0 273,710
Facebook, Inc. COM 30303M102 6,090 34,200 SH   OTR 1 0 0 34,200
FedEx Corporation COM 31428X106 474 3,257 SH   SOLE   3,232 0 25
Goosehead Insurance, Inc. COM 38267D109 20,510 415,597 SH   SOLE   223,422 0 192,175
Goosehead Insurance, Inc. COM 38267D109 2,053 41,600 SH   OTR 1 0 0 41,600
International Flavors & Fragra COM 459506101 553 4,505 SH   SOLE   4,505 0 0
Intuit Inc. COM 461202103 2,149 8,079 SH   SOLE   3,050 0 5,029
JPMorgan Chase & Co. COM 46625H100 2,150 18,265 SH   SOLE   18,015 0 250
Johnson & Johnson COM 478160104 1,001 7,735 SH   SOLE   7,585 0 150
Jumia Technologies AG COM 48138M105 1,056 133,150 SH   SOLE   133,150 0 0
Lyft, Inc. COM 55087P104 31,479 770,785 SH   SOLE   388,335 0 382,450
Lyft, Inc. COM 55087P104 2,746 67,250 SH   OTR 1 0 0 67,250
MercadoLibre, Inc. COM 58733R102 122,689 222,574 SH   SOLE   115,294 0 107,280
MercadoLibre, Inc. COM 58733R102 6,890 12,500 SH   OTR 1 0 0 12,500
Microsoft Corporation COM 594918104 5,732 41,228 SH   SOLE   29,228 0 12,000
MongoDB, Inc. COM 60937P106 1,584 13,150 SH   SOLE   13,150 0 0
Monolithic Power Systems, Inc. COM 609839105 51,279 329,495 SH   SOLE   152,575 0 176,920
NVIDIA Corporation COM 67066G104 98,268 564,530 SH   SOLE   279,052 0 285,478
NVIDIA Corporation COM 67066G104 6,127 35,200 SH   OTR 1 0 0 35,200
Netflix, Inc. COM 64110L106 125,188 467,782 SH   SOLE   239,824 0 227,958
Netflix, Inc. COM 64110L106 6,958 26,000 SH   OTR 1 0 0 26,000
Okta, Inc. COM 679295105 94,232 957,056 SH   SOLE   479,881 0 477,175
Okta, Inc. COM 679295105 4,923 50,000 SH   OTR 1 0 0 50,000
PACCAR Inc COM 693718108 626 8,945 SH   SOLE   7,545 0 1,400
PayPal Holdings, Inc. COM 70450Y103 101,562 980,425 SH   SOLE   486,180 0 494,245
PayPal Holdings, Inc. COM 70450Y103 5,905 57,000 SH   OTR 1 0 0 57,000
Paychex, Inc. COM 704326107 791 9,555 SH   SOLE   9,505 0 50
Paylocity Holding Corporation COM 70438V106 59,164 606,315 SH   SOLE   280,965 0 325,350
Paylocity Holding Corporation COM 70438V106 4,362 44,700 SH   OTR 1 0 0 44,700
Pinterest, Inc. COM 72352L106 2,363 89,345 SH   SOLE   88,245 0 1,100
Pluralsight, Inc. COM 72941B106 20,806 1,238,795 SH   SOLE   550,395 0 688,400
Revolve Group, Inc. COM 76156B107 13,490 577,225 SH   SOLE   298,825 0 278,400
Revolve Group, Inc. COM 76156B107 1,574 67,350 SH   OTR 1 0 0 67,350
RingCentral, Inc. COM 76680R206 24,728 196,785 SH   SOLE   94,185 0 102,600
RingCentral, Inc. COM 76680R206 1,885 15,000 SH   OTR 1 0 0 15,000
SPDR S&P 500 ETF Trust COM 78462F103 674 2,270 SH   SOLE   2,270 0 0
Sage Therapeutics, Inc. COM 78667J108 11,908 84,881 SH   SOLE   40,661 0 44,220
Sage Therapeutics, Inc. COM 78667J108 1,178 8,400 SH   OTR 1 0 0 8,400
ServiceNow, Inc. COM 81762P102 80,860 318,535 SH   SOLE   163,515 0 155,020
ServiceNow, Inc. COM 81762P102 4,163 16,400 SH   OTR 1 0 0 16,400
Shake Shack Inc. COM 819047101 58,681 598,540 SH   SOLE   265,020 0 333,520
Shake Shack Inc. COM 819047101 3,333 34,000 SH   OTR 1 0 0 34,000
Shopify Inc. COM 82509L107 157,096 504,061 SH   SOLE   241,996 0 262,065
Shopify Inc. COM 82509L107 9,350 30,000 SH   OTR 1 0 0 30,000
Snap Inc. COM 83304A106 1,340 84,800 SH   SOLE   84,800 0 0
Square, Inc. COM 852234103 40,301 650,545 SH   SOLE   377,695 0 272,850
Square, Inc. COM 852234103 3,965 64,000 SH   OTR 1 0 0 64,000
Starbucks Corporation COM 855244109 1,267 14,330 SH   SOLE   13,830 0 500
Teladoc Health, Inc. COM 87918A105 125,377 1,851,405 SH   SOLE   886,035 0 965,370
Teladoc Health, Inc. COM 87918A105 8,804 130,000 SH   OTR 1 0 0 130,000
Tencent Holdings Limited COM 88032Q109 2,012 47,770 SH   SOLE   47,770 0 0
Tesla, Inc. COM 88160R101 112,455 466,870 SH   SOLE   234,755 0 232,115
Tesla, Inc. COM 88160R101 7,383 30,650 SH   OTR 1 0 0 30,650
The Boeing Company COM 097023105 1,013 2,663 SH   SOLE   2,663 0 0
The Charles Schwab Corporation COM 808513105 31,051 742,309 SH   SOLE   292,709 0 449,600
The Estee Lauder Companies Inc COM 518439104 1,360 6,835 SH   SOLE   6,535 0 300
The Home Depot, Inc. COM 437076102 1,931 8,323 SH   SOLE   8,323 0 0
The Progressive Corporation COM 743315103 931 12,055 SH   SOLE   12,055 0 0
The RealReal, Inc. COM 88339P101 1,708 76,375 SH   SOLE   76,375 0 0
The Trade Desk, Inc. COM 88339J105 100,208 534,300 SH   SOLE   277,225 0 257,075
The Trade Desk, Inc. COM 88339J105 6,086 32,450 SH   OTR 1 0 0 32,450
The Walt Disney Company COM 254687106 906 6,950 SH   SOLE   6,900 0 50
Tilray, Inc. COM 88688T100 19,171 774,915 SH   SOLE   511,915 0 263,000
Tilray, Inc. COM 88688T100 2,835 114,600 SH   OTR 1 0 0 114,600
Tyson Foods, Inc. COM 902494103 701 8,140 SH   SOLE   8,070 0 70
Uber Technologies, Inc. COM 90353T100 26,872 881,930 SH   SOLE   436,775 0 445,155
Uber Technologies, Inc. COM 90353T100 2,940 96,500 SH   OTR 1 0 0 96,500
Visa Inc. COM 92826C839 7,711 44,826 SH   SOLE   44,626 0 200
Wayfair Inc. COM 94419L101 56,876 507,275 SH   SOLE   249,275 0 258,000
Wayfair Inc. COM 94419L101 2,825 25,200 SH   OTR 1 0 0 25,200
Zillow Group, Inc. Class A, Vo COM 98954M101 332 11,240 SH   SOLE   9,360 0 1,880
Zillow Group, Inc. Class C COM 98954M200 63,950 2,144,545 SH   SOLE   1,071,300 0 1,073,245
Zillow Group, Inc. Class C COM 98954M200 4,595 154,100 SH   OTR 1 0 0 154,100
Zoetis Inc. COM 98978V103 2,498 20,050 SH   SOLE   10,065 0 9,985
iShares MSCI KLD 400 Social COM 464288570 585 5,278 SH   SOLE   5,278 0 0
lululemon athletica inc. COM 550021109 50,902 264,385 SH   SOLE   88,285 0 176,100
lululemon athletica inc. COM 550021109 2,888 15,000 SH   OTR 1 0 0 15,000