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
Abbott Laboratories COM 002824100 952 12,059 SH   SOLE   12,059 0 0
AbbVie Inc. COM 00287y109 211 2,767 SH   SOLE   2,767 0 0
Adaptive Biotechnologies Corpo COM 00650f109 16,742 602,650 SH   SOLE   386,900 0 215,750
Adaptive Biotechnologies Corpo COM 00650f109 1,556 56,000 SH   OTR 1 56,000 0 0
Adobe Inc. COM 00724f101 61,576 193,488 SH   SOLE   107,688 0 85,800
Adobe Inc. COM 00724f101 5,219 16,400 SH   OTR 1 16,400 0 0
Alibaba Group Holding Limited COM 01609w102 72,852 374,597 SH   SOLE   210,697 0 163,900
Alibaba Group Holding Limited COM 01609w102 4,279 22,000 SH   OTR 1 22,000 0 0
Alphabet Inc. Class A COM 02079k305 3,073 2,645 SH   SOLE   2,560 0 85
Alphabet Inc. Class C COM 02079k107 592 509 SH   SOLE   509 0 0
Amazon.com, Inc. COM 023135106 155,194 79,598 SH   SOLE   50,513 0 29,085
Amazon.com, Inc. COM 023135106 10,675 5,475 SH   OTR 1 5,475 0 0
Amgen Inc. COM 031162100 721 3,556 SH   SOLE   3,556 0 0
Amphenol Corporation COM 032095101 391 5,370 SH   SOLE   5,370 0 0
Apple Inc. COM 037833100 3,035 11,935 SH   SOLE   11,935 0 0
Axon Enterprise, Inc. COM 05464c101 3,879 54,805 SH   SOLE   54,805 0 0
Becton, Dickinson and Company COM 075887109 897 3,905 SH   SOLE   3,905 0 0
BioMarin Pharmaceutical Inc. COM 09061g101 50,516 597,825 SH   SOLE   323,525 0 274,300
BioMarin Pharmaceutical Inc. COM 09061g101 3,828 45,300 SH   OTR 1 45,300 0 0
BlackRock, Inc. COM 09247x101 1,063 2,415 SH   SOLE   2,415 0 0
Booking Holdings Inc. COM 09857l108 1,144 850 SH   SOLE   850 0 0
Chegg, Inc. COM 163092109 26,036 727,675 SH   SOLE   406,345 0 321,330
Chegg, Inc. COM 163092109 1,989 55,600 SH   OTR 1 55,600 0 0
Chewy, Inc. COM 16679l109 51,466 1,372,795 SH   SOLE   807,255 0 565,540
Chewy, Inc. COM 16679l109 3,727 99,400 SH   OTR 1 99,400 0 0
Cintas Corp. COM 172908105 497 2,870 SH   SOLE   2,870 0 0
Comcast Corporation Class A COM 20030n101 458 13,314 SH   SOLE   13,314 0 0
Constellation Brands, Inc. COM 21036p108 1,992 13,895 SH   SOLE   13,895 0 0
CoStar Group, Inc. COM 22160n109 68,038 115,867 SH   SOLE   68,327 0 47,540
CoStar Group, Inc. COM 22160n109 4,580 7,800 SH   OTR 1 7,800 0 0
Costco Wholesale Corporation COM 22160k105 1,136 3,985 SH   SOLE   3,985 0 0
Coupa Software Incorporated COM 22266l106 25,267 180,830 SH   SOLE   110,380 0 70,450
Coupa Software Incorporated COM 22266l106 2,096 15,000 SH   OTR 1 15,000 0 0
CyrusOne Inc. COM 23283r100 788 12,760 SH   SOLE   12,760 0 0
Dropbox, Inc. COM 26210c104 614 33,915 SH   SOLE   33,915 0 0
Ecolab Inc. COM 278865100 595 3,820 SH   SOLE   3,820 0 0
Etsy, Inc. COM 29786a106 1,772 46,090 SH   SOLE   46,090 0 0
EverQuote, Inc. COM 30041r108 1,161 44,240 SH   SOLE   44,240 0 0
Exact Sciences Corporation COM 30063p105 96,537 1,664,429 SH   SOLE   957,329 0 707,100
Exact Sciences Corporation COM 30063p105 7,412 127,800 SH   OTR 1 127,800 0 0
Facebook, Inc. COM 30303m102 106,182 636,585 SH   SOLE   377,610 0 258,975
Facebook, Inc. COM 30303m102 7,523 45,100 SH   OTR 1 45,100 0 0
Goosehead Insurance, Inc. COM 38267d109 23,101 517,607 SH   SOLE   312,507 0 205,100
Goosehead Insurance, Inc. COM 38267d109 3,066 68,700 SH   OTR 1 68,700 0 0
International Flavors & Fragra COM 459506101 218 2,135 SH   SOLE   2,135 0 0
Intuit Inc. COM 461202103 1,995 8,672 SH   SOLE   8,672 0 0
Johnson & Johnson COM 478160104 1,101 8,395 SH   SOLE   8,395 0 0
JPMorgan Chase & Co. COM 46625h100 1,852 20,574 SH   SOLE   20,574 0 0
Luckin Coffee Inc. COM 54951l109 27,078 995,875 SH   SOLE   627,200 0 368,675
Luckin Coffee Inc. COM 54951l109 2,780 102,250 SH   OTR 1 102,250 0 0
lululemon athletica inc. COM 550021109 32,731 172,680 SH   SOLE   81,970 0 90,710
lululemon athletica inc. COM 550021109 2,085 11,000 SH   OTR 1 11,000 0 0
Lyft, Inc. COM 55087p104 17,106 637,110 SH   SOLE   343,460 0 293,650
MercadoLibre, Inc. COM 58733r102 93,282 190,924 SH   SOLE   115,579 0 75,345
MercadoLibre, Inc. COM 58733r102 6,877 14,075 SH   OTR 1 14,075 0 0
Microsoft Corporation COM 594918104 6,989 44,318 SH   SOLE   44,318 0 0
MongoDB, Inc. COM 60937p106 3,949 28,920 SH   SOLE   28,920 0 0
Monolithic Power Systems, Inc. COM 609839105 3,286 19,625 SH   SOLE   18,250 0 1,375
Netflix, Inc. COM 64110l106 150,430 400,613 SH   SOLE   247,483 0 153,130
Netflix, Inc. COM 64110l106 11,021 29,350 SH   OTR 1 29,350 0 0
NVIDIA Corporation COM 67066g104 136,819 519,040 SH   SOLE   310,510 0 208,530
NVIDIA Corporation COM 67066g104 9,041 34,300 SH   OTR 1 34,300 0 0
Okta, Inc. COM 679295105 100,562 822,529 SH   SOLE   490,179 0 332,350
Okta, Inc. COM 679295105 6,847 56,000 SH   OTR 1 56,000 0 0
PACCAR Inc COM 693718108 596 9,745 SH   SOLE   8,445 0 1,300
Paychex, Inc. COM 704326107 816 12,970 SH   SOLE   12,970 0 0
Paylocity Holding Corporation COM 70438v106 47,970 543,140 SH   SOLE   291,690 0 251,450
Paylocity Holding Corporation COM 70438v106 2,817 31,900 SH   OTR 1 31,900 0 0
PayPal Holdings, Inc. COM 70450y103 73,117 763,708 SH   SOLE   440,058 0 323,650
PayPal Holdings, Inc. COM 70450y103 5,361 56,000 SH   OTR 1 56,000 0 0
Pinterest, Inc. COM 72352l106 2,352 152,350 SH   SOLE   152,350 0 0
Q2 Holdings, Inc. COM 74736l109 12,394 209,850 SH   SOLE   99,600 0 110,250
QUALCOMM Incorporated COM 747525103 526 7,775 SH   SOLE   7,775 0 0
RingCentral, Inc. COM 76680r206 115,219 543,716 SH   SOLE   316,166 0 227,550
RingCentral, Inc. COM 76680r206 9,430 44,500 SH   OTR 1 44,500 0 0
Roku, Inc. COM 77543r102 11,204 128,080 SH   SOLE   89,380 0 38,700
Roku, Inc. COM 77543r102 595 6,800 SH   OTR 1 6,800 0 0
ServiceNow, Inc. COM 81762p102 92,200 321,725 SH   SOLE   195,850 0 125,875
ServiceNow, Inc. COM 81762p102 6,505 22,700 SH   OTR 1 22,700 0 0
Shake Shack Inc. COM 819047101 19,939 528,335 SH   SOLE   251,195 0 277,140
Shake Shack Inc. COM 819047101 1,585 42,000 SH   OTR 1 42,000 0 0
Shopify Inc. COM 82509l107 148,010 354,999 SH   SOLE   207,679 0 147,320
Shopify Inc. COM 82509l107 9,840 23,600 SH   OTR 1 23,600 0 0
Snap Inc. COM 83304a106 702 59,050 SH   SOLE   59,050 0 0
Square, Inc. COM 852234103 26,612 508,050 SH   SOLE   320,300 0 187,750
Square, Inc. COM 852234103 2,100 40,100 SH   OTR 1 40,100 0 0
Starbucks Corporation COM 855244109 932 14,175 SH   SOLE   14,175 0 0
Teladoc Health, Inc. COM 87918a105 167,161 1,078,386 SH   SOLE   629,191 0 449,195
Teladoc Health, Inc. COM 87918a105 11,820 76,250 SH   OTR 1 76,250 0 0
Tesla, Inc. COM 88160r101 143,660 274,161 SH   SOLE   170,181 0 103,980
Tesla, Inc. COM 88160r101 8,803 16,800 SH   OTR 1 16,800 0 0
The Boeing Company COM 097023105 364 2,439 SH   SOLE   2,439 0 0
The Estee Lauder Companies Inc COM 518439104 1,125 7,060 SH   SOLE   7,060 0 0
The Home Depot, Inc. COM 437076102 1,498 8,023 SH   SOLE   8,023 0 0
The Progressive Corporation COM 743315103 916 12,405 SH   SOLE   12,405 0 0
The Trade Desk, Inc. COM 88339j105 102,455 530,856 SH   SOLE   322,186 0 208,670
The Trade Desk, Inc. COM 88339j105 7,127 36,925 SH   OTR 1 36,925 0 0
The Walt Disney Company COM 254687106 790 8,180 SH   SOLE   8,180 0 0
Tyson Foods, Inc. COM 902494103 624 10,787 SH   SOLE   10,787 0 0
Uber Technologies, Inc. COM 90353t100 39,082 1,399,774 SH   SOLE   848,634 0 551,140
Uber Technologies, Inc. COM 90353t100 3,588 128,500 SH   OTR 1 128,500 0 0
Veeva Systems Inc. COM 922475108 29,129 186,285 SH   SOLE   117,410 0 68,875
Veeva Systems Inc. COM 922475108 2,611 16,700 SH   OTR 1 16,700 0 0
Visa Inc. COM 92826c839 6,921 42,954 SH   SOLE   42,954 0 0
Zillow Group, Inc. Class A, Vo COM 98954m101 294 8,665 SH   SOLE   6,965 0 1,700
Zillow Group, Inc. Class C COM 98954m200 66,830 1,855,370 SH   SOLE   1,096,020 0 759,350
Zillow Group, Inc. Class C COM 98954m200 4,142 115,000 SH   OTR 1 115,000 0 0
Zoetis Inc. COM 98978v103 2,288 19,440 SH   SOLE   19,440 0 0
Zoom Video Communications, Inc COM 98980l101 10,289 70,415 SH   SOLE   59,965 0 10,450
Zoom Video Communications, Inc COM 98980l101 584 4,000 SH   OTR 1 4,000 0 0
iShares MSCI KLD 400 Social COM 464288570 456 4,678 SH   SOLE   4,678 0 0
SPDR S&P 500 ETF Trust COM 78462f103 615 2,385 SH   SOLE   2,385 0 0