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 2,984 21,205 SH   SOLE   20,830 0 375
AbbVie Inc. COM 00287y109 260 1,923 SH   SOLE   1,923 0 0
Adaptive Biotechnologies Corpo COM 00650f109 14,020 499,659 SH   SOLE   353,484 0 146,175
Adaptive Biotechnologies Corpo COM 00650f109 5,590 199,200 SH   OTR 1 199,200 0 0
Adobe Inc. COM 00724f101 284 500 SH   SOLE   500 0 0
Airbnb, Inc. COM 009066101 106,919 642,193 SH   SOLE   466,733 0 175,460
Airbnb, Inc. COM 009066101 33,968 204,025 SH   OTR 1 204,025 0 0
Alphabet Inc. Class A COM 02079k305 588 203 SH   SOLE   203 0 0
Alphabet Inc. Class C COM 02079k107 272 94 SH   SOLE   94 0 0
Amazon.com, Inc. COM 023135106 168,674 50,587 SH   SOLE   38,129 0 12,458
Amazon.com, Inc. COM 023135106 43,963 13,185 SH   OTR 1 13,185 0 0
American Express Company COM 025816109 288 1,760 SH   SOLE   1,760 0 0
Amgen Inc. COM 031162100 1,573 6,994 SH   SOLE   6,824 0 170
Amphenol Corporation COM 032095101 1,214 13,880 SH   SOLE   13,545 0 335
Apple Inc. COM 037833100 9,592 54,018 SH   SOLE   53,608 0 410
Aspen Aerogels, Inc. COM 04523y105 7,816 156,977 SH   SOLE   156,402 0 575
Axon Enterprise, Inc. COM 05464c101 29,860 190,190 SH   SOLE   161,185 0 29,005
Axon Enterprise, Inc. COM 05464c101 5,558 35,400 SH   OTR 1 35,400 0 0
Becton, Dickinson and Company COM 075887109 1,184 4,710 SH   SOLE   4,565 0 145
Bill.com Holdings, Inc. COM 090043100 60,064 241,074 SH   SOLE   191,619 0 49,455
Bill.com Holdings, Inc. COM 090043100 15,080 60,525 SH   OTR 1 60,525 0 0
BlackRock, Inc. COM 09247x101 3,798 4,148 SH   SOLE   4,088 0 60
Blackstone Inc. COM 09260d107 3,233 24,990 SH   SOLE   24,775 0 215
Block, Inc. COM 852234103 92,151 570,559 SH   SOLE   434,169 0 136,390
Block, Inc. COM 852234103 27,182 168,300 SH   OTR 1 168,300 0 0
Bumble Inc. COM 12047b105 6,993 206,525 SH   SOLE   205,455 0 1,070
Cardlytics, Inc. COM 14161w105 1,031 15,600 SH   SOLE   15,600 0 0
Castle Biosciences, Inc. COM 14843c105 10,657 248,581 SH   SOLE   149,231 0 99,350
Castle Biosciences, Inc. COM 14843c105 5,164 120,450 SH   OTR 1 120,450 0 0
CDW Corporation COM 12514g108 1,237 6,040 SH   SOLE   5,895 0 145
Chewy, Inc. COM 16679l109 43,825 743,171 SH   SOLE   514,791 0 228,380
Chewy, Inc. COM 16679l109 16,181 274,400 SH   OTR 1 274,400 0 0
Chicken Soup for the Soul Ente COM 16842q100 3,772 272,544 SH   SOLE   271,444 0 1,100
Cintas Corporation COM 172908105 2,242 5,060 SH   SOLE   4,965 0 95
Coinbase Global, Inc. COM 19260q107 50,784 201,228 SH   SOLE   149,198 0 52,030
Coinbase Global, Inc. COM 19260q107 15,880 62,925 SH   OTR 1 62,925 0 0
Comcast Corporation Class A COM 20030n101 1,913 38,001 SH   SOLE   37,191 0 810
Constellation Brands, Inc. COM 21036p108 1,536 6,120 SH   SOLE   5,910 0 210
Costco Wholesale Corporation COM 22160k105 4,179 7,361 SH   SOLE   7,261 0 100
CrowdStrike Holdings, Inc. COM 22788c105 53,738 262,455 SH   SOLE   198,105 0 64,350
CrowdStrike Holdings, Inc. COM 22788c105 16,554 80,850 SH   OTR 1 80,850 0 0
CyrusOne Inc. COM 23283r100 829 9,240 SH   SOLE   9,240 0 0
Datadog, Inc. COM 23804l103 11,028 61,915 SH   SOLE   61,655 0 260
DoubleVerify Holdings, Inc. COM 25862v105 15,809 475,035 SH   SOLE   335,135 0 139,900
DoubleVerify Holdings, Inc. COM 25862v105 5,453 163,850 SH   OTR 1 163,850 0 0
Ecolab Inc. COM 278865100 1,259 5,365 SH   SOLE   5,180 0 185
Exact Sciences Corporation COM 30063p105 90,859 1,167,398 SH   SOLE   799,648 0 367,750
Exact Sciences Corporation COM 30063p105 35,024 450,000 SH   OTR 1 450,000 0 0
Facebook, Inc. COM 30303m102 242 720 SH   SOLE   600 0 120
Ford Motor Company COM 345370860 1,558 74,995 SH   SOLE   73,585 0 1,410
fuboTV Inc. COM 35953d104 34,463 2,220,561 SH   SOLE   1,603,406 0 617,155
fuboTV Inc. COM 35953d104 11,854 763,800 SH   OTR 1 763,800 0 0
Global-E Online Ltd. COM m5216v106 71,657 1,130,413 SH   SOLE   847,238 0 283,175
Global-E Online Ltd. COM m5216v106 21,679 342,000 SH   OTR 1 342,000 0 0
GoodRx Holdings, Inc. COM 38246g108 29,985 917,538 SH   SOLE   622,013 0 295,525
GoodRx Holdings, Inc. COM 38246g108 12,614 386,000 SH   OTR 1 386,000 0 0
Green Thumb Industries Inc. COM 39342l108 2,453 110,715 SH   SOLE   109,865 0 850
Intuit Inc. COM 461202103 3,363 5,228 SH   SOLE   5,163 0 65
Johnson & Johnson COM 478160104 2,129 12,444 SH   SOLE   12,139 0 305
JPMorgan Chase & Co. COM 46625h100 4,240 26,773 SH   SOLE   26,433 0 340
Lemonade, Inc. COM 52567d107 2,328 55,283 SH   SOLE   54,983 0 300
lululemon athletica inc. COM 550021109 1,406 3,592 SH   SOLE   3,592 0 0
MercadoLibre, Inc. COM 58733r102 177,098 131,339 SH   SOLE   96,839 0 34,500
MercadoLibre, Inc. COM 58733r102 58,062 43,060 SH   OTR 1 43,060 0 0
Microsoft Corporation COM 594918104 8,683 25,819 SH   SOLE   25,574 0 245
MongoDB, Inc. COM 60937p106 28,703 54,223 SH   SOLE   53,988 0 235
Monolithic Power Systems, Inc. COM 609839105 7,358 14,915 SH   SOLE   13,650 0 1,265
Netflix, Inc. COM 64110l106 117,992 195,857 SH   SOLE   147,387 0 48,470
Netflix, Inc. COM 64110l106 35,107 58,275 SH   OTR 1 58,275 0 0
NIKE, Inc. COM 654106103 1,977 11,862 SH   SOLE   11,702 0 160
NVIDIA Corporation COM 67066g104 258,727 879,696 SH   SOLE   659,556 0 220,140
NVIDIA Corporation COM 67066g104 75,564 256,925 SH   OTR 1 256,925 0 0
Okta, Inc. COM 679295105 125,198 558,495 SH   SOLE   406,470 0 152,025
Okta, Inc. COM 679295105 41,640 185,750 SH   OTR 1 185,750 0 0
Olo Inc. COM 68134l109 3,901 187,481 SH   SOLE   186,626 0 855
PACCAR Inc COM 693718108 1,148 13,005 SH   SOLE   11,380 0 1,625
Paychex, Inc. COM 704326107 3,029 22,190 SH   SOLE   21,965 0 225
PayPal Holdings, Inc. COM 70450y103 37,969 201,341 SH   SOLE   151,091 0 50,250
Pinduoduo Inc. COM 722304102 1,283 22,000 SH   SOLE   22,000 0 0
QUALCOMM Incorporated COM 747525103 9,654 52,793 SH   SOLE   52,568 0 225
Rivian Automotive, Inc. COM 76954a103 518 4,997 SH   SOLE   4,982 0 15
Sea Limited COM 81141r100 37,615 168,141 SH   SOLE   101,641 0 66,500
Sea Limited COM 81141r100 18,954 84,725 SH   OTR 1 84,725 0 0
Seagen Inc. COM 81181c104 21,283 137,668 SH   SOLE   87,193 0 50,475
Seagen Inc. COM 81181c104 10,397 67,250 SH   OTR 1 67,250 0 0
ServiceNow, Inc. COM 81762p102 67,198 103,523 SH   SOLE   76,848 0 26,675
ServiceNow, Inc. COM 81762p102 22,232 34,250 SH   OTR 1 34,250 0 0
Shopify Inc. COM 82509l107 222,640 161,639 SH   SOLE   116,314 0 45,325
Shopify Inc. COM 82509l107 75,481 54,800 SH   OTR 1 54,800 0 0
Silvergate Capital Corporation COM 82837p408 94,795 639,644 SH   SOLE   475,959 0 163,685
Silvergate Capital Corporation COM 82837p408 33,234 224,250 SH   OTR 1 224,250 0 0
Snap Inc. COM 83304a106 106,123 2,256,496 SH   SOLE   1,664,211 0 592,285
Snap Inc. COM 83304a106 35,381 752,300 SH   OTR 1 752,300 0 0
Snowflake Inc. COM 833445109 128,157 378,322 SH   SOLE   283,362 0 94,960
Snowflake Inc. COM 833445109 38,990 115,100 SH   OTR 1 115,100 0 0
Sprout Social, Inc. COM 85209w109 85,067 937,999 SH   SOLE   676,924 0 261,075
Sprout Social, Inc. COM 85209w109 28,427 313,450 SH   OTR 1 313,450 0 0
Starbucks Corporation COM 855244109 2,155 18,427 SH   SOLE   18,057 0 370
Teladoc Health, Inc. COM 87918a105 70,463 767,403 SH   SOLE   517,033 0 250,370
Teladoc Health, Inc. COM 87918a105 28,198 307,100 SH   OTR 1 307,100 0 0
Tesla, Inc. COM 88160r101 389,185 368,274 SH   SOLE   277,695 0 90,579
Tesla, Inc. COM 88160r101 125,915 119,150 SH   OTR 1 119,150 0 0
The Estee Lauder Companies Inc COM 518439104 3,674 9,925 SH   SOLE   9,805 0 120
The Home Depot, Inc. COM 437076102 5,085 12,252 SH   SOLE   12,082 0 170
The Progressive Corporation COM 743315103 1,623 15,815 SH   SOLE   15,235 0 580
The Trade Desk, Inc. COM 88339j105 248,518 2,711,890 SH   SOLE   2,002,490 0 709,400
The Trade Desk, Inc. COM 88339j105 77,485 845,540 SH   OTR 1 845,540 0 0
The Walt Disney Company COM 254687106 1,787 11,540 SH   SOLE   11,260 0 280
Twilio Inc. COM 90138f102 73,076 277,497 SH   SOLE   208,642 0 68,855
Twilio Inc. COM 90138f102 23,095 87,700 SH   OTR 1 87,700 0 0
Tyson Foods, Inc. COM 902494103 1,142 13,097 SH   SOLE   12,497 0 600
Uber Technologies, Inc. COM 90353t100 90,557 2,159,712 SH   SOLE   1,608,747 0 550,965
Uber Technologies, Inc. COM 90353t100 31,028 740,000 SH   OTR 1 740,000 0 0
Unity Software Inc. COM 91332u101 88,037 615,688 SH   SOLE   446,198 0 169,490
Unity Software Inc. COM 91332u101 28,627 200,200 SH   OTR 1 200,200 0 0
Veeva Systems Inc. COM 922475108 49,749 194,727 SH   SOLE   134,652 0 60,075
Veeva Systems Inc. COM 922475108 16,447 64,375 SH   OTR 1 64,375 0 0
Visa Inc. COM 92826c839 2,892 13,345 SH   SOLE   12,995 0 350
Zillow Group, Inc. Class C COM 98954m200 82,338 1,289,548 SH   SOLE   982,768 0 306,780
Zillow Group, Inc. Class C COM 98954m200 25,540 400,000 SH   OTR 1 400,000 0 0
Zoetis Inc. COM 98978v103 3,754 15,385 SH   SOLE   15,235 0 150
Zoom Video Communications, Inc COM 98980l101 56,408 306,717 SH   SOLE   215,457 0 91,260
Zoom Video Communications, Inc COM 98980l101 15,766 85,725 SH   OTR 1 85,725 0 0
iShares MSCI KLD 400 Social COM 464288570 714 7,684 SH   SOLE   7,684 0 0
Spdr Dow Jones Industrial Avrg COM 78467x109 236 650 SH   SOLE   650 0 0
SPDR S&P 500 ETF Trust COM 78462f103 1,841 3,877 SH   SOLE   2,662 0 1,215