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
2U, Inc. COM 90214J101 1,476 65,305 SH   SOLE   65,305 0 0
AbbVie Inc. COM 00287Y109 314 5,492 SH   SOLE   5,492 0 0
Alexion Pharmaceuticals, Inc. COM 015351109 48,682 349,680 SH   SOLE   162,710 0 186,970
Alibaba Group Holding Limited COM 01609W102 3,431 43,410 SH   SOLE   41,610 0 1,800
Alliance Data Systems Corporat COM 018581108 42,833 194,695 SH   SOLE   83,795 0 110,900
Alphabet Inc. Class A COM 02079K305 91,519 119,962 SH   SOLE   59,122 0 60,840
Alphabet Inc. Class C COM 02079K107 3,346 4,492 SH   SOLE   4,072 0 420
Amazon.com, Inc. COM 023135106 171,751 289,319 SH   SOLE   145,477 0 143,842
Apple Inc. COM 037833100 2,092 19,190 SH   SOLE   17,585 0 1,605
Baidu, Inc. COM 056752108 44,094 231,005 SH   SOLE   116,740 0 114,265
BioMarin Pharmaceutical Inc. COM 09061G101 37,958 460,209 SH   SOLE   219,794 0 240,415
BlackRock, Inc. COM 09247X101 840 2,465 SH   SOLE   2,245 0 220
Boeing Company COM 097023105 287 2,260 SH   SOLE   2,260 0 0
Celgene Corporation COM 151020104 99,282 991,930 SH   SOLE   452,010 0 539,920
Charles Schwab Corporation COM 808513105 76,272 2,722,045 SH   SOLE   1,284,660 0 1,437,385
Chipotle Mexican Grill, Inc. COM 169656105 44,882 95,296 SH   SOLE   43,726 0 51,570
Colgate-Palmolive Company COM 194162103 287 4,060 SH   SOLE   4,060 0 0
Criteo S.A. COM 226718104 592 14,290 SH   SOLE   14,290 0 0
CyrusOne Inc. COM 23283R100 563 12,330 SH   SOLE   10,830 0 1,500
Dexcom, Inc. COM 252131107 18,892 278,190 SH   SOLE   121,280 0 156,910
Ecolab Inc. COM 278865100 243 2,175 SH   SOLE   2,175 0 0
Ellie Mae, Inc. COM 28849P100 24,787 273,470 SH   SOLE   144,750 0 128,720
Exact Sciences Corporation COM 30063P105 17,718 2,628,710 SH   SOLE   1,177,520 0 1,451,190
Facebook, Inc. COM 30303M102 134,369 1,177,646 SH   SOLE   585,996 0 591,650
First Republic Bank COM 33616C100 50,751 761,565 SH   SOLE   368,220 0 393,345
Gilead Sciences, Inc. COM 375558103 36,748 400,045 SH   SOLE   174,295 0 225,750
Illumina, Inc. COM 452327109 32,024 197,545 SH   SOLE   80,360 0 117,185
International Flavors & Fragra COM 459506101 375 3,295 SH   SOLE   3,295 0 0
JPMorgan Chase & Co. COM 46625H100 512 8,650 SH   SOLE   8,575 0 75
Johnson & Johnson COM 478160104 685 6,335 SH   SOLE   6,235 0 100
LendingClub Corporation COM 52603A109 64,243 7,740,140 SH   SOLE   3,960,900 0 3,779,240
LinkedIn Corporation COM 53578A108 20,196 176,620 SH   SOLE   84,315 0 92,305
McKesson Corporation COM 58155Q103 651 4,140 SH   SOLE   3,300 0 840
Mead Johnson Nutrition Company COM 582839106 478 5,620 SH   SOLE   5,320 0 300
Medidata Solutions, Inc. COM 58471A105 37,412 966,475 SH   SOLE   427,045 0 539,430
MercadoLibre, Inc. COM 58733R102 68,809 583,868 SH   SOLE   292,333 0 291,535
Microsoft Corporation COM 594918104 592 10,725 SH   SOLE   10,725 0 0
Mobileye N.V. COM N51488117 1,924 51,595 SH   SOLE   49,895 0 1,700
Monolithic Power Systems, Inc. COM 609839105 24,430 383,880 SH   SOLE   183,530 0 200,350
Netflix, Inc. COM 64110L106 134,620 1,316,831 SH   SOLE   671,286 0 645,545
Nordstrom, Inc. COM 655664100 642 11,229 SH   SOLE   8,580 0 2,649
Novo Nordisk A/S COM 670100205 558 10,300 SH   SOLE   9,900 0 400
PACCAR Inc COM 693718108 383 7,005 SH   SOLE   5,605 0 1,400
Palo Alto Networks, Inc. COM 697435105 65,914 404,031 SH   SOLE   201,781 0 202,250
Pandora Media, Inc. COM 698354107 32,219 3,599,925 SH   SOLE   1,897,045 0 1,702,880
PayPal Holdings, Inc. COM 70450Y103 1,619 41,950 SH   SOLE   38,850 0 3,100
Paychex, Inc. COM 704326107 463 8,570 SH   SOLE   8,520 0 50
Priceline Group Inc. COM 741503403 74,445 57,756 SH   SOLE   27,206 0 30,550
QUALCOMM Incorporated COM 747525103 539 10,540 SH   SOLE   9,460 0 1,080
Regeneron Pharmaceuticals, Inc COM 75886F107 51,772 143,636 SH   SOLE   67,874 0 75,762
SPDR Trust Series 1 COM 78462F103 494 2,402 SH   SOLE   2,402 0 0
ServiceNow, Inc. COM 81762P102 28,011 457,840 SH   SOLE   213,060 0 244,780
Signature Bank COM 82669G104 33,803 248,330 SH   SOLE   119,015 0 129,315
Splunk Inc. COM 848637104 18,190 371,760 SH   SOLE   176,125 0 195,635
Starbucks Corporation COM 855244109 24,887 416,865 SH   SOLE   212,860 0 204,005
Tableau Software, Inc. COM 87336U105 212 4,620 SH   SOLE   4,620 0 0
Tesla Motors, Inc. COM 88160R101 142,984 622,292 SH   SOLE   312,352 0 309,940
The Estee Lauder Companies Inc COM 518439104 435 4,610 SH   SOLE   4,610 0 0
The Home Depot, Inc. COM 437076102 775 5,810 SH   SOLE   5,810 0 0
Under Armour, Inc. COM 904311107 37,569 442,875 SH   SOLE   208,995 0 233,880
Verizon Communications Inc. COM 92343V104 592 10,955 SH   SOLE   10,605 0 350
Vipshop Holdings Limited COM 92763W103 21,541 1,672,422 SH   SOLE   806,262 0 866,160
Visa Inc. COM 92826C839 7,995 104,543 SH   SOLE   98,393 0 6,150
Walgreens Boots Alliance, Inc. COM 931427108 339 4,025 SH   SOLE   4,025 0 0
Walt Disney Company COM 254687106 1,070 10,770 SH   SOLE   7,220 0 3,550
Wayfair Inc. COM 94419L101 1,642 37,995 SH   SOLE   37,995 0 0
XPO Logistics, Inc. COM 983793100 118,356 3,855,255 SH   SOLE   1,868,430 0 1,986,825
Zillow Group, Inc. Class A, Vo COM 98954M101 27,797 1,087,930 SH   SOLE   531,150 0 556,780
Zillow Group, Inc. Class C COM 98954M200 58,504 2,465,420 SH   SOLE   1,254,960 0 1,210,460
iShares MSCI EAFE Index Fund COM 464287465 338 5,913 SH   SOLE   5,913 0 0
lululemon athletica inc. COM 550021109 54,150 799,730 SH   SOLE   364,160 0 435,570
salesforce.com, inc. COM 79466L302 59,239 802,376 SH   SOLE   405,396 0 396,980