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
Estimated average burden
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 1,126 12,319 SH   SOLE   12,319 0 0
AbbVie Inc. COM 00287y109 257 2,617 SH   SOLE   2,617 0 0
Adaptive Biotechnologies Corpo COM 00650f109 29,740 614,715 SH   SOLE   400,390 0 214,325
Adaptive Biotechnologies Corpo COM 00650f109 7,880 162,875 SH   OTR 1 162,875 0 0
Adobe Inc. COM 00724f101 52,356 120,273 SH   SOLE   75,973 0 44,300
Adobe Inc. COM 00724f101 9,359 21,500 SH   OTR 1 21,500 0 0
Alibaba Group Holding Limited COM 01609w102 201 933 SH   SOLE   933 0 0
Alphabet Inc. Class A COM 02079k305 3,294 2,323 SH   SOLE   2,238 0 85
Alphabet Inc. Class C COM 02079k107 459 325 SH   SOLE   325 0 0
Alteryx, Inc. COM 02156b103 34,844 212,100 SH   SOLE   132,925 0 79,175
Alteryx, Inc. COM 02156b103 6,879 41,875 SH   OTR 1 41,875 0 0
Amazon.com, Inc. COM 023135106 210,432 76,276 SH   SOLE   50,441 0 25,835
Amazon.com, Inc. COM 023135106 37,382 13,550 SH   OTR 1 13,550 0 0
Amgen Inc. COM 031162100 984 4,174 SH   SOLE   4,174 0 0
Amphenol Corporation COM 032095101 484 5,055 SH   SOLE   5,055 0 0
Apple Inc. COM 037833100 4,415 12,103 SH   SOLE   12,103 0 0
Axon Enterprise, Inc. COM 05464c101 11,125 113,370 SH   SOLE   113,370 0 0
Becton, Dickinson and Company COM 075887109 981 4,100 SH   SOLE   4,100 0 0
Beyond Meat, Inc. COM 08862e109 34,852 260,130 SH   SOLE   180,480 0 79,650
Beyond Meat, Inc. COM 08862e109 7,647 57,075 SH   OTR 1 57,075 0 0
Bill.com Holdings Inc. COM 090043100 8,114 89,945 SH   SOLE   89,945 0 0
BioMarin Pharmaceutical Inc. COM 09061g101 66,789 541,505 SH   SOLE   311,805 0 229,700
BioMarin Pharmaceutical Inc. COM 09061g101 14,816 120,125 SH   OTR 1 120,125 0 0
BlackRock, Inc. COM 09247x101 1,343 2,468 SH   SOLE   2,468 0 0
Booking Holdings Inc. COM 09857l108 1,353 850 SH   SOLE   850 0 0
Cardlytics Inc. COM 14161w105 304 4,350 SH   SOLE   4,350 0 0
CDW Corporation COM 12514g108 249 2,140 SH   SOLE   2,140 0 0
Chegg, Inc. COM 163092109 55,912 831,285 SH   SOLE   537,605 0 293,680
Chegg, Inc. COM 163092109 12,833 190,800 SH   OTR 1 190,800 0 0
Chewy, Inc. COM 16679l109 50,007 1,118,965 SH   SOLE   685,875 0 433,090
Chewy, Inc. COM 16679l109 9,727 217,650 SH   OTR 1 217,650 0 0
Cintas Corporation COM 172908105 709 2,660 SH   SOLE   2,660 0 0
Comcast Corporation Class A COM 20030n101 508 13,024 SH   SOLE   13,024 0 0
Constellation Brands, Inc. COM 21036p108 876 5,005 SH   SOLE   5,005 0 0
CoStar Group, Inc. COM 22160n109 85,190 119,873 SH   SOLE   73,433 0 46,440
CoStar Group, Inc. COM 22160n109 17,447 24,550 SH   OTR 1 24,550 0 0
Costco Wholesale Corporation COM 22160k105 1,314 4,335 SH   SOLE   4,335 0 0
Coupa Software Incorporated COM 22266l106 68,532 247,372 SH   SOLE   162,072 0 85,300
Coupa Software Incorporated COM 22266l106 10,389 37,500 SH   OTR 1 37,500 0 0
CyrusOne Inc. COM 23283r100 948 13,025 SH   SOLE   13,025 0 0
Datadog, Inc. COM 23804l103 7,997 91,970 SH   SOLE   91,220 0 750
Ecolab Inc. COM 278865100 771 3,875 SH   SOLE   3,875 0 0
Etsy, Inc. COM 29786a106 10,295 96,910 SH   SOLE   96,910 0 0
EverQuote, Inc. COM 30041r108 36,245 623,195 SH   SOLE   411,595 0 211,600
EverQuote, Inc. COM 30041r108 6,184 106,325 SH   OTR 1 106,325 0 0
Exact Sciences Corporation COM 30063p105 141,763 1,630,579 SH   SOLE   977,729 0 652,850
Exact Sciences Corporation COM 30063p105 30,851 354,850 SH   OTR 1 354,850 0 0
Facebook, Inc. COM 30303m102 94,524 416,278 SH   SOLE   255,853 0 160,425
Facebook, Inc. COM 30303m102 17,632 77,650 SH   OTR 1 77,650 0 0
Goosehead Insurance, Inc. COM 38267d109 34,056 453,107 SH   SOLE   265,407 0 187,700
Goosehead Insurance, Inc. COM 38267d109 9,064 120,600 SH   OTR 1 120,600 0 0
International Flavors & Fragra COM 459506101 221 1,805 SH   SOLE   1,805 0 0
Intuit Inc. COM 461202103 2,595 8,762 SH   SOLE   8,762 0 0
Johnson & Johnson COM 478160104 1,192 8,474 SH   SOLE   8,474 0 0
JPMorgan Chase & Co. COM 46625h100 1,733 18,424 SH   SOLE   18,424 0 0
lululemon athletica inc. COM 550021109 46,730 149,770 SH   SOLE   74,910 0 74,860
lululemon athletica inc. COM 550021109 13,122 42,055 SH   OTR 1 42,055 0 0
MercadoLibre, Inc. COM 58733r102 174,606 177,127 SH   SOLE   115,102 0 62,025
MercadoLibre, Inc. COM 58733r102 28,119 28,525 SH   OTR 1 28,525 0 0
Microsoft Corporation COM 594918104 9,184 45,128 SH   SOLE   45,128 0 0
MongoDB, Inc. COM 60937p106 9,711 42,903 SH   SOLE   42,903 0 0
Monolithic Power Systems, Inc. COM 609839105 3,288 13,875 SH   SOLE   12,525 0 1,350
Netflix, Inc. COM 64110l106 160,687 353,128 SH   SOLE   231,798 0 121,330
Netflix, Inc. COM 64110l106 24,117 53,000 SH   OTR 1 53,000 0 0
NVIDIA Corporation COM 67066g104 179,435 472,310 SH   SOLE   300,210 0 172,100
NVIDIA Corporation COM 67066g104 25,230 66,410 SH   OTR 1 66,410 0 0
Okta, Inc. COM 679295105 152,185 760,050 SH   SOLE   483,250 0 276,800
Okta, Inc. COM 679295105 25,329 126,500 SH   OTR 1 126,500 0 0
PACCAR Inc COM 693718108 750 10,015 SH   SOLE   8,715 0 1,300
Paychex, Inc. COM 704326107 1,049 13,850 SH   SOLE   13,850 0 0
Paylocity Holding Corporation COM 70438v106 49,231 337,450 SH   SOLE   169,650 0 167,800
Paylocity Holding Corporation COM 70438v106 8,626 59,125 SH   OTR 1 59,125 0 0
PayPal Holdings, Inc. COM 70450y103 113,292 650,245 SH   SOLE   387,195 0 263,050
PayPal Holdings, Inc. COM 70450y103 19,771 113,475 SH   OTR 1 113,475 0 0
Peloton Interactive, Inc. COM 70614w100 46,856 811,085 SH   SOLE   536,385 0 274,700
Peloton Interactive, Inc. COM 70614w100 9,321 161,350 SH   OTR 1 161,350 0 0
Pinterest, Inc. COM 72352l106 7,248 326,950 SH   SOLE   326,950 0 0
QUALCOMM Incorporated COM 747525103 49,281 540,305 SH   SOLE   307,505 0 232,800
QUALCOMM Incorporated COM 747525103 9,440 103,500 SH   OTR 1 103,500 0 0
RingCentral, Inc. COM 76680r206 133,592 468,726 SH   SOLE   284,476 0 184,250
RingCentral, Inc. COM 76680r206 28,829 101,150 SH   OTR 1 101,150 0 0
Roku, Inc. COM 77543r102 3,922 33,655 SH   SOLE   33,655 0 0
Seattle Genetics, Inc. COM 812578102 34,520 203,155 SH   SOLE   119,055 0 84,100
Seattle Genetics, Inc. COM 812578102 7,731 45,500 SH   OTR 1 45,500 0 0
ServiceNow, Inc. COM 81762p102 119,961 296,157 SH   SOLE   190,607 0 105,550
ServiceNow, Inc. COM 81762p102 21,782 53,775 SH   OTR 1 53,775 0 0
Shake Shack Inc. COM 819047101 25,085 473,485 SH   SOLE   225,995 0 247,490
Shake Shack Inc. COM 819047101 4,914 92,750 SH   OTR 1 92,750 0 0
Shopify Inc. COM 82509l107 248,968 262,292 SH   SOLE   161,932 0 100,360
Shopify Inc. COM 82509l107 40,273 42,428 SH   OTR 1 42,428 0 0
Square, Inc. COM 852234103 69,215 659,571 SH   SOLE   476,471 0 183,100
Square, Inc. COM 852234103 13,529 128,925 SH   OTR 1 128,925 0 0
Starbucks Corporation COM 855244109 1,038 14,110 SH   SOLE   14,110 0 0
Teladoc Health, Inc. COM 87918a105 143,911 754,091 SH   SOLE   458,446 0 295,645
Teladoc Health, Inc. COM 87918a105 28,451 149,085 SH   OTR 1 149,085 0 0
Tesla, Inc. COM 88160r101 233,757 216,480 SH   SOLE   142,035 0 74,445
Tesla, Inc. COM 88160r101 32,934 30,500 SH   OTR 1 30,500 0 0
The Estee Lauder Companies Inc COM 518439104 1,322 7,005 SH   SOLE   7,005 0 0
The Home Depot, Inc. COM 437076102 2,034 8,120 SH   SOLE   8,120 0 0
The Progressive Corporation COM 743315103 1,016 12,680 SH   SOLE   12,680 0 0
The Trade Desk, Inc. COM 88339j105 187,312 460,791 SH   SOLE   299,081 0 161,710
The Trade Desk, Inc. COM 88339j105 29,990 73,775 SH   OTR 1 73,775 0 0
The Walt Disney Company COM 254687106 911 8,173 SH   SOLE   8,173 0 0
Twilio Inc. COM 90138f102 8,012 36,515 SH   SOLE   36,515 0 0
Tyson Foods, Inc. COM 902494103 635 10,637 SH   SOLE   10,637 0 0
Uber Technologies, Inc. COM 90353t100 66,010 2,123,869 SH   SOLE   1,359,179 0 764,690
Uber Technologies, Inc. COM 90353t100 13,489 434,000 SH   OTR 1 434,000 0 0
Veeva Systems Inc. COM 922475108 46,176 196,980 SH   SOLE   129,155 0 67,825
Veeva Systems Inc. COM 922475108 11,322 48,300 SH   OTR 1 48,300 0 0
Virgin Galactic Holdings, Inc. COM 92766k106 2,079 127,255 SH   SOLE   127,255 0 0
Visa Inc. COM 92826c839 2,696 13,955 SH   SOLE   13,955 0 0
Zillow Group, Inc. Class A, Vo COM 98954m101 469 8,165 SH   SOLE   6,465 0 1,700
Zillow Group, Inc. Class C COM 98954m200 116,907 2,029,280 SH   SOLE   1,332,130 0 697,150
Zillow Group, Inc. Class C COM 98954m200 22,404 388,885 SH   OTR 1 388,885 0 0
Zoetis Inc. COM 98978v103 1,457 10,630 SH   SOLE   10,630 0 0
Zoom Video Communications, Inc COM 98980l101 52,728 207,968 SH   SOLE   151,513 0 56,455
Zoom Video Communications, Inc COM 98980l101 9,513 37,520 SH   OTR 1 37,520 0 0
iShares MSCI KLD 400 Social COM 464288570 552 4,678 SH   SOLE   4,678 0 0
SPDR S&P 500 ETF Trust COM 78462f103 710 2,302 SH   SOLE   2,302 0 0