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
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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
Tesla, Inc. TSLA 88160R101 36,439 54,110 SH   SOLE   54,110 0 0
Snowflake, Inc. Class A SNOW 833445109 20,716 148,970 SH   SOLE   148,970 0 0
MongoDB, Inc. Class A MDB 60937P106 20,604 79,400 SH   SOLE   79,400 0 0
Datadog, Inc. Class A DDOG 23804L103 15,559 163,370 SH   SOLE   163,370 0 0
Cloudflare, Inc. Class A NET 18915M107 14,182 324,150 SH   SOLE   324,150 0 0
CrowdStrike Holdings, Inc. Class A CRWD 22788C105 12,881 76,420 SH   SOLE   76,420 0 0
Atlassian Corporation PLC Class A (United Kingdom) TEAM G06242104 12,813 68,370 SH   SOLE   68,370 0 0
Hubspot, Inc. HUBS 443573100 12,808 42,600 SH   SOLE   42,600 0 0
Block, Inc. SQ 852234103 11,894 193,520 SH   SOLE   193,520 0 0
BYD Co. Ltd. Unsponsored ADR BYDDY 05606L100 11,381 141,410 SH   SOLE   141,410 0 0
Zoom Video Communications, Inc. ZM 98980L101 10,388 96,210 SH   SOLE   96,210 0 0
Bill.com Holdings, Inc. BILL 090043100 10,309 93,770 SH   SOLE   93,770 0 0
MercadoLibre, Inc. (Argentina) MELI 58733R102 9,687 15,210 SH   SOLE   15,210 0 0
DigitalOcean Holdings, Inc. DOCN 25402D102 9,014 217,940 SH   SOLE   217,940 0 0
ServiceNow, Inc. NOW 81762P102 7,913 16,640 SH   SOLE   16,640 0 0
Zscaler, Inc. ZS 98980G102 7,896 52,810 SH   SOLE   52,810 0 0
Wolfspeed, Inc. WOLF 977852102 7,684 121,110 SH   SOLE   121,110 0 0
Pure Storage, Inc. PSTG 7462AM102 7,386 287,290 SH   SOLE   287,290 0 0
NIO, Inc. ADR NIO 62914V106 7,372 339,420 SH   SOLE   339,420 0 0
Okta, Inc. Class A OKTA 679295105 6,546 72,410 SH   SOLE   72,410 0 0
Roku, Inc. Class A ROKU 77543R102 6,456 78,600 SH   SOLE   78,600 0 0
Alphabet, Inc. Class A GOOGL 02079K305 22 10 SH   SOLE   10 0 0
Amazon.com, Inc. AMZN 023135106 21 200 SH   SOLE   200 0 0
Palo Alto Networks, Inc. PANW 697435105 5 10 SH   SOLE   10 0 0
Broadcom Ltd. AVGO 11135F101 5 10 SH   SOLE   10 0 0
ASML Holding N.V. ADR ASML N07059111 5 10 SH   SOLE   10 0 0
Lam Research Corp. LRCX 512807108 4 10 SH   SOLE   10 0 0
Intuit, Inc. INTU 461202103 4 10 SH   SOLE   10 0 0
Adobe, Inc. ADBE 00724F101 4 10 SH   SOLE   10 0 0
Kla-Tencor Corp. KLAC 482480100 3 10 SH   SOLE   10 0 0
Fortinet,Inc. FTNT 34959E109 3 50 SH   SOLE   50 0 0
Invesco QQQ ETF QQQ 46090E103 3 10 SH   SOLE   10 0 0
Paycom Software, Inc. PAYC 70432V102 3 10 SH   SOLE   10 0 0
Microsoft Corp. MSFT 594918104 3 10 SH   SOLE   10 0 0
VanEck Vectors Semiconductor ETF SMH 92189F676 2 10 SH   SOLE   10 0 0
Enphase Energy, Inc. ENPH 29355A107 2 10 SH   SOLE   10 0 0
Signature Bank SBNY 82669G104 2 10 SH   SOLE   10 0 0
Paylocity Holding Corp. PCTY 70438V106 2 10 SH   SOLE   10 0 0
Meta Platforms, Inc. META 30303M102 2 10 SH   SOLE   10 0 0
NVIDIA Corp. NVDA 67066G104 2 10 SH   SOLE   10 0 0
Cadence Design Systems Inc. CDNS 127387108 2 10 SH   SOLE   10 0 0
Apple, Inc. AAPL 037833100 1 10 SH   SOLE   10 0 0
Cyberark Software Ltd CYBR M2682V108 1 10 SH   SOLE   10 0 0
Qualcomm, Inc. QCOM 747525103 1 10 SH   SOLE   10 0 0
Paychex, Inc. PAYX 704326107 1 10 SH   SOLE   10 0 0
Alibaba Group Holding Ltd. ADR BABA 01609W102 1 10 SH   SOLE   10 0 0
Spotify Technology S.A. (Luxembourg) SPOT L8681T102 1 10 SH   SOLE   10 0 0
Arista Networks, Inc. ANET 040413106 1 10 SH   SOLE   10 0 0
Applied Materials, Inc. AMAT 038222105 1 10 SH   SOLE   10 0 0
Teradyne, Inc. TER 880770102 1 10 SH   SOLE   10 0 0
Airbnb, Inc. Class A ABNB 009066101 1 10 SH   SOLE   10 0 0
Twilio, Inc. Class A TWLO 90138F102 1 10 SH   SOLE   10 0 0
Taiwan Semiconductor Manufacturing Company Ltd. ADR TSM 874039100 1 10 SH   SOLE   10 0 0
Advanced Micro Devices, Inc. AMD 007903107 1 10 SH   SOLE   10 0 0
Etsy, Inc. ETSY 29786A106 1 10 SH   SOLE   10 0 0
PayPal Holdings, Inc. PYPL 70450Y103 1 10 SH   SOLE   10 0 0
Sea Ltd. (Singapore) SE 81141R100 1 10 SH   SOLE   10 0 0
Ambarella, Inc. AMBA G037AX101 1 10 SH   SOLE   10 0 0
Celsius Holdings, Inc. CELH 15118V207 1 10 SH   SOLE   10 0 0
DoorDash, Inc. DASH 25809K105 1 10 SH   SOLE   10 0 0
Silvergate Capital Corp. - Class A SI 82837P408 1 10 SH   SOLE   10 0 0
ON Semiconductor Corporation ON 682189105 1 10 SH   SOLE   10 0 0
Coinbase Global, Inc. COIN 19260Q107 1 10 SH   SOLE   10 0 0
Marvell Technology, Inc. MRVL G5876H105 1 10 SH   SOLE   10 0 0
The Trade Desk, Inc. Class A TTD 88339J105 1 10 SH   SOLE   10 0 0
Li Auto, Inc. ADR LI 50202M102 1 10 SH   SOLE   10 0 0
Unity Software, Inc. U 91332U101 1 10 SH   SOLE   10 0 0
Doximity, Inc. Class A DOCS 26622P107 1 10 SH   SOLE   10 0 0
Chewy, Inc. Class A CHWY 16679L109 1 10 SH   SOLE   10 0 0
ZoomInfo Technologies Inc. ZI 98980F104 1 10 SH   SOLE   10 0 0
Teladoc Health, Inc. TDOC 87918A105 1 10 SH   SOLE   10 0 0
Roblox Corp. RBLX 771049103 1 10 SH   SOLE   10 0 0
Zillow Group, Inc. Z 98954M101 1 10 SH   SOLE   10 0 0
XPeng, Inc. ADR XPEV 98422D105 1 10 SH   SOLE   10 0 0
Kornit Digital Ltd. (Israel) KRNT 001121672 1 10 SH   SOLE   10 0 0
Shopify, Inc. Class A (Canada) SHOP 82509L107 1 10 SH   SOLE   10 0 0
Domo, Inc. Class B DOMO 257554105 1 10 SH   SOLE   10 0 0
Rivian Automotive, Inc. RIVN 76954A103 1 10 SH   SOLE   10 0 0
Carvana Co. CVNA 146869102 1 10 SH   SOLE   10 0 0
Pinterest, Inc. Class A PINS 72352L106 1 10 SH   SOLE   10 0 0
Affirm Holdings, Inc. Class A AFRM 00827B106 1 10 SH   SOLE   10 0 0
Digital Turbine, Inc. APPS 25400W102 1 10 SH   SOLE   10 0 0
Snap, Inc. Class A SNAP 83304A106 1 10 SH   SOLE   10 0 0
DraftKings, Inc. Class A DKNG 26142R104 1 10 SH   SOLE   10 0 0
Palantir Technologies, Inc. PLTR 69608A108 1 10 SH   SOLE   10 0 0
Polestar Automotive Cl A ADS PSNY 731105201 1 10 SH   SOLE   10 0 0
Opendoor Technologies, Inc. OPEN 68372A104 1 10 SH   SOLE   10 0 0