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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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 81,280 967,275 SH   SOLE   517,825 0 449,450
2U, Inc. COM 90214J101 1,294 15,400 SH   OTR 1 0 0 15,400
AbbVie Inc. COM 00287Y109 290 3,062 SH   SOLE   3,062 0 0
Abbott Laboratories COM 002824100 495 8,267 SH   SOLE   8,017 0 250
Activision Blizzard, Inc. COM 00507V109 30,048 445,415 SH   SOLE   220,595 0 224,820
Activision Blizzard, Inc. COM 00507V109 472 7,000 SH   OTR 1 0 0 7,000
Adobe Systems Incorporated COM 00724F101 56,578 261,840 SH   SOLE   105,499 0 156,341
Adobe Systems Incorporated COM 00724F101 929 4,300 SH   OTR 1 0 0 4,300
Alibaba Group Holding Limited COM 01609W102 62,958 343,022 SH   SOLE   184,962 0 158,060
Alibaba Group Holding Limited COM 01609W102 1,193 6,500 SH   OTR 1 0 0 6,500
Alphabet Inc. Class A COM 02079K305 35,492 34,221 SH   SOLE   17,957 0 16,264
Alphabet Inc. Class A COM 02079K305 570 550 SH   OTR 1 0 0 550
Alphabet Inc. Class C COM 02079K107 1,196 1,159 SH   SOLE   1,019 0 140
Amazon.com, Inc. COM 023135106 195,236 134,893 SH   SOLE   69,878 0 65,015
Amazon.com, Inc. COM 023135106 1,882 1,300 SH   OTR 1 0 0 1,300
Amgen Inc. COM 031162100 437 2,565 SH   SOLE   2,540 0 25
Amphenol Corporation COM 032095101 664 7,710 SH   SOLE   7,510 0 200
Apple Inc. COM 037833100 2,982 17,772 SH   SOLE   10,695 0 7,077
BEST Inc. COM 08653C106 1,988 193,025 SH   SOLE   189,025 0 4,000
Becton, Dickinson and Company COM 075887109 1,868 8,620 SH   SOLE   3,795 0 4,825
BioMarin Pharmaceutical Inc. COM 09061G101 21,476 264,905 SH   SOLE   107,155 0 157,750
BlackRock, Inc. COM 09247X101 1,114 2,056 SH   SOLE   2,006 0 50
Boeing Company COM 097023105 920 2,805 SH   SOLE   2,805 0 0
Booking Holdings COM 09857L108 2,567 1,234 SH   SOLE   87 0 1,147
CASHMERE VALLEY BANK COM 14756K102 338 5,000 SH   SOLE   0 0 5,000
Carlisle Companies Incorporate COM 142339100 293 2,805 SH   SOLE   2,805 0 0
Celgene Corporation COM 151020104 55,514 622,280 SH   SOLE   282,630 0 339,650
Celgene Corporation COM 151020104 803 9,000 SH   OTR 1 0 0 9,000
Charles Schwab Corporation COM 808513105 98,973 1,895,306 SH   SOLE   914,790 0 980,516
Charles Schwab Corporation COM 808513105 1,264 24,200 SH   OTR 1 0 0 24,200
CoStar Group, Inc. COM 22160N109 31,401 86,581 SH   SOLE   45,881 0 40,700
CoStar Group, Inc. COM 22160N109 870 2,400 SH   OTR 1 0 0 2,400
Comcast Corporation COM 20030N101 373 10,905 SH   SOLE   10,505 0 400
Constellation Brands, Inc. COM 21036P108 2,016 8,844 SH   SOLE   4,125 0 4,719
Costco Wholesale Corporation COM 22160K105 537 2,850 SH   SOLE   2,850 0 0
CyrusOne Inc. COM 23283R100 490 9,565 SH   SOLE   9,365 0 200
Despegar.com, Corp. COM G27358103 1,342 42,950 SH   SOLE   42,950 0 0
Ecolab Inc. COM 278865100 518 3,780 SH   SOLE   3,680 0 100
Exact Sciences Corporation COM 30063P105 80,678 2,000,445 SH   SOLE   999,715 0 1,000,730
Exact Sciences Corporation COM 30063P105 1,371 34,000 SH   OTR 1 0 0 34,000
Facebook, Inc. COM 30303M102 101,202 633,342 SH   SOLE   314,341 0 319,001
Facebook, Inc. COM 30303M102 1,166 7,300 SH   OTR 1 0 0 7,300
FedEx Corporation COM 31428X106 670 2,790 SH   SOLE   2,765 0 25
First Republic Bank COM 33616C100 42,906 463,298 SH   SOLE   218,750 0 244,548
First Republic Bank COM 33616C100 463 5,000 SH   OTR 1 0 0 5,000
International Flavors & Fragra COM 459506101 597 4,360 SH   SOLE   4,360 0 0
Intuit Inc. COM 461202103 1,962 11,319 SH   SOLE   2,890 0 8,429
JD.com, Inc. COM 47215P106 2,909 71,850 SH   SOLE   70,650 0 1,200
JPMorgan Chase & Co. COM 46625H100 1,694 15,405 SH   SOLE   15,105 0 300
Johnson & Johnson COM 478160104 1,137 8,875 SH   SOLE   8,700 0 175
Medidata Solutions, Inc. COM 58471A105 34,105 542,984 SH   SOLE   276,629 0 266,355
Medidata Solutions, Inc. COM 58471A105 754 12,000 SH   OTR 1 0 0 12,000
MercadoLibre, Inc. COM 58733R102 125,495 352,128 SH   SOLE   183,488 0 168,640
MercadoLibre, Inc. COM 58733R102 1,497 4,200 SH   OTR 1 0 0 4,200
Microsoft Corporation COM 594918104 1,944 21,300 SH   SOLE   21,300 0 0
Monolithic Power Systems, Inc. COM 609839105 71,831 620,460 SH   SOLE   318,835 0 301,625
Monolithic Power Systems, Inc. COM 609839105 1,389 12,000 SH   OTR 1 0 0 12,000
NVIDIA Corporation COM 67066G104 85,569 369,485 SH   SOLE   185,832 0 183,653
NVIDIA Corporation COM 67066G104 1,065 4,600 SH   OTR 1 0 0 4,600
Netflix, Inc. COM 64110L106 178,216 603,405 SH   SOLE   308,817 0 294,588
Netflix, Inc. COM 64110L106 2,245 7,600 SH   OTR 1 0 0 7,600
Nevro Corp. COM 64157F103 52,392 604,500 SH   SOLE   282,680 0 321,820
Nevro Corp. COM 64157F103 763 8,800 SH   OTR 1 0 0 8,800
Okta, Inc. COM 679295105 32,394 812,893 SH   SOLE   434,293 0 378,600
Okta, Inc. COM 679295105 458 11,500 SH   OTR 1 0 0 11,500
Owens Corning COM 690742101 320 3,975 SH   SOLE   3,975 0 0
PACCAR Inc COM 693718108 500 7,554 SH   SOLE   6,154 0 1,400
PayPal Holdings, Inc. COM 70450Y103 86,335 1,137,938 SH   SOLE   570,630 0 567,308
PayPal Holdings, Inc. COM 70450Y103 1,085 14,300 SH   OTR 1 0 0 14,300
Paychex, Inc. COM 704326107 619 10,045 SH   SOLE   9,995 0 50
Paylocity Holding Corporation COM 70438V106 30,416 593,715 SH   SOLE   312,485 0 281,230
Paylocity Holding Corporation COM 70438V106 435 8,500 SH   OTR 1 0 0 8,500
Portola Pharmaceuticals, Inc. COM 737010108 26,635 815,525 SH   SOLE   413,585 0 401,940
Portola Pharmaceuticals, Inc. COM 737010108 457 14,000 SH   OTR 1 0 0 14,000
Proofpoint, Inc. COM 743424103 64,924 571,259 SH   SOLE   297,219 0 274,040
Proofpoint, Inc. COM 743424103 739 6,500 SH   OTR 1 0 0 6,500
QUALCOMM Incorporated COM 747525103 419 7,570 SH   SOLE   6,690 0 880
Redfin Corporation COM 75737F108 849 37,190 SH   SOLE   37,190 0 0
Regeneron Pharmaceuticals, Inc COM 75886F107 42,372 123,047 SH   SOLE   50,897 0 72,150
Regeneron Pharmaceuticals, Inc COM 75886F107 344 1,000 SH   OTR 1 0 0 1,000
SPDR Trust Series 1 COM 78462F103 767 2,914 SH   SOLE   2,914 0 0
Schlumberger Limited COM 806857108 249 3,840 SH   SOLE   3,765 0 75
Sea Limited COM 81141R100 12,782 1,134,175 SH   SOLE   638,375 0 495,800
Sea Limited COM 81141R100 158 14,000 SH   OTR 1 0 0 14,000
ServiceNow, Inc. COM 81762P102 67,908 410,445 SH   SOLE   199,599 0 210,846
ServiceNow, Inc. COM 81762P102 794 4,800 SH   OTR 1 0 0 4,800
Shake Shack Inc. COM 819047101 36,179 869,050 SH   SOLE   374,850 0 494,200
Shake Shack Inc. COM 819047101 456 10,950 SH   OTR 1 0 0 10,950
Shopify Inc. COM 82509L107 112,451 902,570 SH   SOLE   469,125 0 433,445
Shopify Inc. COM 82509L107 1,433 11,500 SH   OTR 1 0 0 11,500
SoftBank Group Corp COM 83404D109 1,174 32,000 SH   SOLE   32,000 0 0
Square, Inc. COM 852234103 10,792 219,350 SH   SOLE   146,550 0 72,800
Square, Inc. COM 852234103 84 1,700 SH   OTR 1 0 0 1,700
Starbucks Corporation COM 855244109 1,065 18,390 SH   SOLE   17,590 0 800
Stitch Fix, Inc. COM 860897107 835 41,150 SH   SOLE   41,150 0 0
Take-Two Interactive Software, COM 874054109 20,571 210,380 SH   SOLE   102,455 0 107,925
Take-Two Interactive Software, COM 874054109 342 3,500 SH   OTR 1 0 0 3,500
Teladoc, Inc. COM 87918A105 62,096 1,540,845 SH   SOLE   772,880 0 767,965
Teladoc, Inc. COM 87918A105 1,088 27,000 SH   OTR 1 0 0 27,000
Tencent Holdings Limited COM 88032Q109 1,777 34,050 SH   SOLE   34,050 0 0
Tesla, Inc. COM 88160R101 103,430 388,643 SH   SOLE   199,163 0 189,480
Tesla, Inc. COM 88160R101 1,464 5,500 SH   OTR 1 0 0 5,500
The Estee Lauder Companies Inc COM 518439104 1,093 7,300 SH   SOLE   7,000 0 300
The Home Depot, Inc. COM 437076102 1,348 7,565 SH   SOLE   7,565 0 0
The Progressive Corporation COM 743315103 343 5,625 SH   SOLE   5,625 0 0
The Trade Desk, Inc. COM 88339J105 3,718 74,920 SH   SOLE   74,920 0 0
The Walt Disney Company COM 254687106 677 6,745 SH   SOLE   6,295 0 450
Visa Inc. COM 92826C839 8,342 69,734 SH   SOLE   54,111 0 15,623
Wayfair Inc. COM 94419L101 51,295 759,585 SH   SOLE   387,035 0 372,550
Wayfair Inc. COM 94419L101 648 9,600 SH   OTR 1 0 0 9,600
XPO Logistics, Inc. COM 983793100 158,121 1,553,096 SH   SOLE   735,670 0 817,426
XPO Logistics, Inc. COM 983793100 1,741 17,100 SH   OTR 1 0 0 17,100
Zillow Group, Inc. Class A, Vo COM 98954M101 814 15,065 SH   SOLE   13,185 0 1,880
Zillow Group, Inc. Class C COM 98954M200 101,640 1,889,219 SH   SOLE   957,224 0 931,995
Zillow Group, Inc. Class C COM 98954M200 1,264 23,500 SH   OTR 1 0 0 23,500
Zoetis Inc. COM 98978V103 1,973 23,625 SH   SOLE   8,840 0 14,785
lululemon athletica inc. COM 550021109 49,821 559,030 SH   SOLE   235,080 0 323,950
lululemon athletica inc. COM 550021109 49 550 SH   OTR 1 0 0 5,500