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 1,333 12,244 SH   SOLE   12,244 0 0
AbbVie Inc. COM 00287y109 225 2,567 SH   SOLE   2,567 0 0
Adaptive Biotechnologies Corpo COM 00650f109 37,672 774,664 SH   SOLE   467,539 0 307,125
Adaptive Biotechnologies Corpo COM 00650f109 10,600 217,975 SH   OTR 1 217,975 0 0
Adobe Inc. COM 00724f101 36,703 74,839 SH   SOLE   54,064 0 20,775
Adobe Inc. COM 00724f101 8,533 17,400 SH   OTR 1 17,400 0 0
Alphabet Inc. Class A COM 02079k305 2,159 1,473 SH   SOLE   1,473 0 0
Alphabet Inc. Class C COM 02079k107 201 137 SH   SOLE   137 0 0
Amazon.com, Inc. COM 023135106 225,777 71,704 SH   SOLE   47,019 0 24,685
Amazon.com, Inc. COM 023135106 56,598 17,975 SH   OTR 1 17,975 0 0
Amgen Inc. COM 031162100 1,260 4,959 SH   SOLE   4,959 0 0
Amphenol Corporation COM 032095101 550 5,080 SH   SOLE   5,080 0 0
Apple Inc. COM 037833100 5,449 47,047 SH   SOLE   47,047 0 0
Axon Enterprise, Inc. COM 05464c101 9,680 106,725 SH   SOLE   106,725 0 0
Becton, Dickinson and Company COM 075887109 931 4,000 SH   SOLE   4,000 0 0
Beyond Meat, Inc. COM 08862e109 53,541 322,421 SH   SOLE   213,271 0 109,150
Beyond Meat, Inc. COM 08862e109 12,413 74,750 SH   OTR 1 74,750 0 0
Bill.com Holdings Inc. COM 090043100 10,217 101,859 SH   SOLE   101,859 0 0
BioMarin Pharmaceutical Inc. COM 09061g101 26,853 352,957 SH   SOLE   175,657 0 177,300
BioMarin Pharmaceutical Inc. COM 09061g101 8,860 116,450 SH   OTR 1 116,450 0 0
BlackRock, Inc. COM 09247x101 1,394 2,473 SH   SOLE   2,473 0 0
Booking Holdings Inc. COM 09857l108 1,199 701 SH   SOLE   701 0 0
Cardlytics Inc. COM 14161w105 529 7,500 SH   SOLE   7,500 0 0
Chegg, Inc. COM 163092109 77,632 1,086,670 SH   SOLE   697,040 0 389,630
Chegg, Inc. COM 163092109 18,489 258,800 SH   OTR 1 258,800 0 0
Chewy, Inc. COM 16679l109 63,268 1,153,885 SH   SOLE   726,995 0 426,890
Chewy, Inc. COM 16679l109 18,741 341,800 SH   OTR 1 341,800 0 0
Cintas Corporation COM 172908105 880 2,645 SH   SOLE   2,645 0 0
Comcast Corporation Class A COM 20030n101 723 15,621 SH   SOLE   15,621 0 0
Constellation Brands, Inc. COM 21036p108 939 4,955 SH   SOLE   4,955 0 0
CoStar Group, Inc. COM 22160n109 71,966 84,815 SH   SOLE   52,225 0 32,590
CoStar Group, Inc. COM 22160n109 18,616 21,940 SH   OTR 1 21,940 0 0
Costco Wholesale Corporation COM 22160k105 1,516 4,270 SH   SOLE   4,270 0 0
Coupa Software Incorporated COM 22266l106 60,991 222,399 SH   SOLE   141,899 0 80,500
Coupa Software Incorporated COM 22266l106 14,329 52,250 SH   OTR 1 52,250 0 0
CyrusOne Inc. COM 23283r100 893 12,750 SH   SOLE   12,750 0 0
Datadog, Inc. COM 23804l103 10,252 100,355 SH   SOLE   99,605 0 750
Ecolab Inc. COM 278865100 741 3,710 SH   SOLE   3,710 0 0
Etsy, Inc. COM 29786a106 11,583 95,235 SH   SOLE   95,235 0 0
EverQuote, Inc. COM 30041r108 24,199 626,257 SH   SOLE   406,457 0 219,800
EverQuote, Inc. COM 30041r108 8,459 218,925 SH   OTR 1 218,925 0 0
Exact Sciences Corporation COM 30063p105 162,674 1,595,622 SH   SOLE   949,672 0 645,950
Exact Sciences Corporation COM 30063p105 50,473 495,075 SH   OTR 1 495,075 0 0
Facebook, Inc. COM 30303m102 109,044 416,356 SH   SOLE   258,331 0 158,025
Facebook, Inc. COM 30303m102 33,209 126,800 SH   OTR 1 126,800 0 0
GoodRx Holdings, Inc. COM 38246g108 21,430 385,440 SH   SOLE   259,640 0 125,800
GoodRx Holdings, Inc. COM 38246g108 4,868 87,550 SH   OTR 1 87,550 0 0
Goosehead Insurance, Inc. COM 38267d109 26,336 304,150 SH   SOLE   149,950 0 154,200
Goosehead Insurance, Inc. COM 38267d109 9,109 105,200 SH   OTR 1 105,200 0 0
International Flavors & Fragra COM 459506101 204 1,670 SH   SOLE   1,670 0 0
Intuit Inc. COM 461202103 2,225 6,822 SH   SOLE   6,822 0 0
Johnson & Johnson COM 478160104 1,262 8,474 SH   SOLE   8,474 0 0
JPMorgan Chase & Co. COM 46625h100 1,893 19,661 SH   SOLE   19,661 0 0
Lemonade, Inc. COM 52567d107 18,309 368,250 SH   SOLE   264,675 0 103,575
Lemonade, Inc. COM 52567d107 4,336 87,215 SH   OTR 1 87,215 0 0
lululemon athletica inc. COM 550021109 44,215 134,242 SH   SOLE   68,882 0 65,360
lululemon athletica inc. COM 550021109 15,597 47,355 SH   OTR 1 47,355 0 0
MercadoLibre, Inc. COM 58733r102 172,489 159,346 SH   SOLE   103,521 0 55,825
MercadoLibre, Inc. COM 58733r102 38,915 35,950 SH   OTR 1 35,950 0 0
Microsoft Corporation COM 594918104 9,298 44,205 SH   SOLE   44,205 0 0
MongoDB, Inc. COM 60937p106 8,568 37,008 SH   SOLE   37,008 0 0
Monolithic Power Systems, Inc. COM 609839105 3,631 12,985 SH   SOLE   11,635 0 1,350
Netflix, Inc. COM 64110l106 162,101 324,182 SH   SOLE   211,152 0 113,030
Netflix, Inc. COM 64110l106 35,240 70,475 SH   OTR 1 70,475 0 0
NVIDIA Corporation COM 67066g104 213,532 394,538 SH   SOLE   255,023 0 139,515
NVIDIA Corporation COM 67066g104 44,894 82,950 SH   OTR 1 82,950 0 0
Okta, Inc. COM 679295105 153,879 719,567 SH   SOLE   450,567 0 269,000
Okta, Inc. COM 679295105 38,963 182,200 SH   OTR 1 182,200 0 0
PACCAR Inc COM 693718108 867 10,165 SH   SOLE   8,865 0 1,300
Paychex, Inc. COM 704326107 1,097 13,750 SH   SOLE   13,750 0 0
Paylocity Holding Corporation COM 70438v106 44,336 274,661 SH   SOLE   130,061 0 144,600
Paylocity Holding Corporation COM 70438v106 10,512 65,125 SH   OTR 1 65,125 0 0
PayPal Holdings, Inc. COM 70450y103 108,658 551,481 SH   SOLE   330,631 0 220,850
PayPal Holdings, Inc. COM 70450y103 23,166 117,575 SH   OTR 1 117,575 0 0
Peloton Interactive, Inc. COM 70614w100 96,179 969,160 SH   SOLE   651,860 0 317,300
Peloton Interactive, Inc. COM 70614w100 24,805 249,950 SH   OTR 1 249,950 0 0
Pinterest, Inc. COM 72352l106 13,245 319,075 SH   SOLE   319,075 0 0
QUALCOMM Incorporated COM 747525103 79,770 677,853 SH   SOLE   412,853 0 265,000
QUALCOMM Incorporated COM 747525103 21,459 182,350 SH   OTR 1 182,350 0 0
RingCentral, Inc. COM 76680r206 130,802 476,320 SH   SOLE   279,520 0 196,800
RingCentral, Inc. COM 76680r206 36,798 134,000 SH   OTR 1 134,000 0 0
Seattle Genetics, Inc. COM 812578102 40,997 209,498 SH   SOLE   123,548 0 85,950
Seattle Genetics, Inc. COM 812578102 19,794 101,150 SH   OTR 1 101,150 0 0
ServiceNow, Inc. COM 81762p102 129,422 266,849 SH   SOLE   167,899 0 98,950
ServiceNow, Inc. COM 81762p102 33,283 68,625 SH   OTR 1 68,625 0 0
Shopify Inc. COM 82509l107 241,392 235,972 SH   SOLE   144,772 0 91,200
Shopify Inc. COM 82509l107 58,284 56,975 SH   OTR 1 56,975 0 0
Sprout Social, Inc. COM 85209w109 614 15,950 SH   SOLE   15,950 0 0
Square, Inc. COM 852234103 139,582 858,705 SH   SOLE   582,775 0 275,930
Square, Inc. COM 852234103 31,486 193,700 SH   OTR 1 193,700 0 0
Starbucks Corporation COM 855244109 1,260 14,660 SH   SOLE   14,660 0 0
Teladoc Health, Inc. COM 87918a105 158,941 724,964 SH   SOLE   433,319 0 291,645
Teladoc Health, Inc. COM 87918a105 45,018 205,335 SH   OTR 1 205,335 0 0
Tesla, Inc. COM 88160r101 319,985 745,869 SH   SOLE   493,469 0 252,400
Tesla, Inc. COM 88160r101 68,642 160,000 SH   OTR 1 160,000 0 0
The Estee Lauder Companies Inc COM 518439104 1,467 6,720 SH   SOLE   6,720 0 0
The Home Depot, Inc. COM 437076102 2,382 8,577 SH   SOLE   8,577 0 0
The Progressive Corporation COM 743315103 1,174 12,400 SH   SOLE   12,400 0 0
The Trade Desk, Inc. COM 88339j105 205,627 396,366 SH   SOLE   255,256 0 141,110
The Trade Desk, Inc. COM 88339j105 42,628 82,170 SH   OTR 1 82,170 0 0
The Walt Disney Company COM 254687106 1,078 8,684 SH   SOLE   8,684 0 0
Twilio Inc. COM 90138f102 9,828 39,775 SH   SOLE   39,775 0 0
Tyson Foods, Inc. COM 902494103 579 9,737 SH   SOLE   9,737 0 0
Uber Technologies, Inc. COM 90353t100 76,109 2,086,317 SH   SOLE   1,319,027 0 767,290
Uber Technologies, Inc. COM 90353t100 20,422 559,815 SH   OTR 1 559,815 0 0
Unity Software Inc. COM 91332u101 1,827 20,930 SH   SOLE   20,930 0 0
Veeva Systems Inc. COM 922475108 62,981 223,981 SH   SOLE   146,381 0 77,600
Veeva Systems Inc. COM 922475108 18,404 65,450 SH   OTR 1 65,450 0 0
Virgin Galactic Holdings, Inc. COM 92766k106 2,510 130,525 SH   SOLE   130,525 0 0
Visa Inc. COM 92826c839 2,716 13,580 SH   SOLE   13,580 0 0
Zillow Group, Inc. Class A, Vo COM 98954m101 616 6,065 SH   SOLE   4,365 0 1,700
Zillow Group, Inc. Class C COM 98954m200 188,486 1,855,364 SH   SOLE   1,200,914 0 654,450
Zillow Group, Inc. Class C COM 98954m200 38,486 378,835 SH   OTR 1 378,835 0 0
Zoetis Inc. COM 98978v103 1,733 10,480 SH   SOLE   10,480 0 0
Zoom Video Communications, Inc COM 98980l101 94,143 200,257 SH   SOLE   143,682 0 56,575
Zoom Video Communications, Inc COM 98980l101 24,023 51,100 SH   OTR 1 51,100 0 0
iShares MSCI KLD 400 Social COM 464288570 479 3,742 SH   SOLE   3,742 0 0
SPDR S&P 500 ETF Trust COM 78462f103 771 2,302 SH   SOLE   2,302 0 0