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
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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
2U, Inc. COM 90214J101 635 17,700 SH   SOLE   17,700 0 0
Alexion Pharmaceuticals, Inc. COM 015351109 46,197 295,395 SH   SOLE   140,920 0 154,475
Alibaba Group Holding Limited COM 01609W102 39,564 670,912 SH   SOLE   310,072 0 360,840
Alliance Data Systems Corporat COM 018581108 57,988 223,910 SH   SOLE   96,840 0 127,070
Amazon.com, Inc. COM 023135106 154,275 301,383 SH   SOLE   152,348 0 149,035
Apple Inc. COM 037833100 2,211 20,045 SH   SOLE   17,440 0 2,605
Baidu, Inc. COM 056752108 33,111 240,967 SH   SOLE   125,702 0 115,265
BioMarin Pharmaceutical Inc. COM 09061G101 43,556 413,557 SH   SOLE   199,442 0 214,115
Biogen Inc. COM 09062X103 2,306 7,904 SH   SOLE   7,904 0 0
BlackRock, Inc. COM 09247X101 574 1,930 SH   SOLE   1,710 0 220
Boeing Company COM 097023105 254 1,940 SH   SOLE   1,940 0 0
Celgene Corporation COM 151020104 96,943 896,210 SH   SOLE   396,500 0 499,710
Charles Schwab Corporation COM 808513105 76,573 2,681,113 SH   SOLE   1,277,863 0 1,403,250
Chipotle Mexican Grill, Inc. COM 169656105 70,890 98,424 SH   SOLE   46,784 0 51,640
Criteo S.A. COM 226718104 27,631 736,050 SH   SOLE   380,845 0 355,205
CyrusOne Inc. COM 23283R100 267 8,175 SH   SOLE   6,675 0 1,500
Ecolab Inc. COM 278865100 266 2,425 SH   SOLE   2,425 0 0
Eros International Plc COM G3788M114 1,028 37,820 SH   SOLE   37,820 0 0
Estee Lauder Companies Inc. COM 518439104 268 3,325 SH   SOLE   3,325 0 0
Exact Sciences Corporation COM 30063P105 31,944 1,775,665 SH   SOLE   838,150 0 937,515
Facebook, Inc. COM 30303M102 113,348 1,260,818 SH   SOLE   642,393 0 618,425
First Republic Bank COM 33616C100 55,799 888,938 SH   SOLE   426,743 0 462,195
General Electric Company COM 369604103 203 8,050 SH   SOLE   7,550 0 500
Gilead Sciences, Inc. COM 375558103 57,338 583,945 SH   SOLE   257,460 0 326,485
Google Inc. Class A COM 38259P508 75,494 118,261 SH   SOLE   59,156 0 59,105
Google Inc. Class C COM 38259P706 2,069 3,401 SH   SOLE   2,981 0 420
Home Depot, Inc. COM 437076102 474 4,100 SH   SOLE   4,100 0 0
HomeAway, Inc. COM 43739Q100 48,307 1,820,147 SH   SOLE   916,632 0 903,515
Illumina, Inc. COM 452327109 38,986 221,737 SH   SOLE   102,162 0 119,575
International Flavors & Fragra COM 459506101 243 2,350 SH   SOLE   2,350 0 0
JPMorgan Chase & Co. COM 46625H100 369 6,050 SH   SOLE   6,050 0 0
Johnson & Johnson COM 478160104 533 5,705 SH   SOLE   5,605 0 100
LendingClub Corporation COM 52603A109 60,798 4,595,435 SH   SOLE   2,400,965 0 2,194,470
LinkedIn Corporation COM 53578A108 71,927 378,306 SH   SOLE   193,056 0 185,250
McKesson Corporation COM 58155Q103 904 4,885 SH   SOLE   4,395 0 490
Mead Johnson Nutrition Company COM 582839106 246 3,500 SH   SOLE   3,200 0 300
Medidata Solutions, Inc. COM 58471A105 45,554 1,081,787 SH   SOLE   510,057 0 571,730
MercadoLibre, Inc. COM 58733R102 47,859 525,573 SH   SOLE   268,153 0 257,420
Microsoft Corporation COM 594918104 543 12,275 SH   SOLE   12,275 0 0
Mobileye N.V. COM N51488117 1,917 42,145 SH   SOLE   40,945 0 1,200
Monolithic Power Systems, Inc. COM 609839105 291 5,675 SH   SOLE   5,475 0 200
Netflix, Inc. COM 64110L106 146,329 1,417,093 SH   SOLE   737,153 0 679,940
Nordstrom, Inc. COM 655664100 699 9,749 SH   SOLE   7,100 0 2,649
Novo Nordisk A/S COM 670100205 491 9,050 SH   SOLE   8,650 0 400
PACCAR Inc COM 693718108 386 7,405 SH   SOLE   6,105 0 1,300
PRA Group, Inc. COM 69354N106 46,677 882,033 SH   SOLE   413,208 0 468,825
Palo Alto Networks, Inc. COM 697435105 65,272 379,490 SH   SOLE   190,855 0 188,635
Pandora Media, Inc. COM 698354107 62,391 2,923,665 SH   SOLE   1,530,760 0 1,392,905
PayPal Holdings,Inc. COM 70450Y103 26,253 845,790 SH   SOLE   432,660 0 413,130
Paychex, Inc. COM 704326107 350 7,350 SH   SOLE   7,300 0 50
Priceline Group Inc. COM 741503403 75,063 60,688 SH   SOLE   29,473 0 31,215
QUALCOMM Incorporated COM 747525103 513 9,555 SH   SOLE   8,475 0 1,080
Regeneron Pharmaceuticals, Inc COM 75886F107 52,278 112,391 SH   SOLE   54,534 0 57,857
SPDR Trust Series 1 COM 78462F103 460 2,402 SH   SOLE   2,402 0 0
Schlumberger Limited COM 806857108 250 3,620 SH   SOLE   3,620 0 0
ServiceNow, Inc. COM 81762P102 34,258 493,270 SH   SOLE   227,550 0 265,720
Splunk Inc. COM 848637104 21,648 391,115 SH   SOLE   193,960 0 197,155
Starbucks Corporation COM 855244109 1,759 30,943 SH   SOLE   18,443 0 12,500
Tableau Software, Inc. COM 87336U105 2,740 34,345 SH   SOLE   31,745 0 2,600
Tesla Motors, Inc. COM 88160R101 153,575 618,255 SH   SOLE   312,175 0 306,080
Verizon Communications Inc. COM 92343V104 419 9,625 SH   SOLE   9,275 0 350
Vipshop Holdings Limited COM 92763W103 39,419 2,346,387 SH   SOLE   1,183,302 0 1,163,085
Visa Inc. COM 92826C839 7,493 107,564 SH   SOLE   102,814 0 4,750
Walgreens Boots Alliance Inc. COM 931427108 331 3,985 SH   SOLE   3,985 0 0
Walt Disney Company COM 254687106 1,007 9,855 SH   SOLE   6,355 0 3,500
XPO Logistics, Inc. COM 983793100 82,238 3,451,030 SH   SOLE   1,684,105 0 1,766,925
Zillow Group, Inc. Class A, Vo COM 98954M101 35,530 1,236,670 SH   SOLE   630,790 0 605,880
Zillow Group, Inc. Class C COM 98954M200 66,882 2,477,105 SH   SOLE   1,265,345 0 1,211,760
iShares MSCI EAFE Index Fund COM 464287465 344 6,003 SH   SOLE   6,003 0 0
lululemon athletica inc. COM 550021109 45,962 907,450 SH   SOLE   424,435 0 483,015
salesforce.com, Inc. COM 79466L302 52,476 755,806 SH   SOLE   394,726 0 361,080