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 88,715 1,061,695 SH   SOLE   563,295 0 498,400
2U, Inc. COM 90214J101 3,008 36,000 SH   OTR 1 0 0 36,000
AbbVie Inc. COM 00287Y109 237 2,562 SH   SOLE   2,562 0 0
Abbott Laboratories COM 002824100 558 9,152 SH   SOLE   8,902 0 250
Activision Blizzard, Inc. COM 00507V109 39,894 522,715 SH   SOLE   265,245 0 257,470
Activision Blizzard, Inc. COM 00507V109 1,908 25,000 SH   OTR 1 0 0 25,000
Adobe Systems Incorporated COM 00724F101 50,615 207,600 SH   SOLE   83,889 0 123,711
Adobe Systems Incorporated COM 00724F101 1,390 5,700 SH   OTR 1 0 0 5,700
Alibaba Group Holding Limited COM 01609W102 79,414 428,037 SH   SOLE   228,847 0 199,190
Alibaba Group Holding Limited COM 01609W102 2,486 13,400 SH   OTR 1 0 0 13,400
Alphabet Inc. Class A COM 02079K305 38,501 34,096 SH   SOLE   18,132 0 15,964
Alphabet Inc. Class A COM 02079K305 1,807 1,600 SH   OTR 1 0 0 1,600
Alphabet Inc. Class C COM 02079K107 1,432 1,284 SH   SOLE   1,144 0 140
Amazon.com, Inc. COM 023135106 220,104 129,488 SH   SOLE   67,313 0 62,175
Amazon.com, Inc. COM 023135106 6,119 3,600 SH   OTR 1 0 0 3,600
Amgen Inc. COM 031162100 454 2,460 SH   SOLE   2,435 0 25
Amphenol Corporation COM 032095101 553 6,340 SH   SOLE   6,340 0 0
Apple Inc. COM 037833100 3,330 17,989 SH   SOLE   10,912 0 7,077
Avalara, Inc. COM 05338G106 11,088 207,765 SH   SOLE   120,390 0 87,375
Avalara, Inc. COM 05338G106 310 5,800 SH   OTR 1 0 0 5,800
Axon Enterprise, Inc. COM 05464C101 10,016 158,530 SH   SOLE   101,695 0 56,835
Axon Enterprise, Inc. COM 05464C101 404 6,400 SH   OTR 1 0 0 6,400
BEST Inc. COM 08653C106 1,936 158,400 SH   SOLE   155,200 0 3,200
Becton, Dickinson and Company COM 075887109 2,013 8,401 SH   SOLE   3,576 0 4,825
BioMarin Pharmaceutical Inc. COM 09061G101 36,170 383,975 SH   SOLE   162,725 0 221,250
BioMarin Pharmaceutical Inc. COM 09061G101 1,319 14,000 SH   OTR 1 0 0 14,000
BlackRock, Inc. COM 09247X101 1,059 2,122 SH   SOLE   2,072 0 50
Boeing Company COM 097023105 844 2,516 SH   SOLE   2,516 0 0
Booking Holdings Inc. COM 09857L108 2,501 1,234 SH   SOLE   87 0 1,147
CASHMERE VALLEY BANK COM 14756K102 206 3,000 SH   SOLE   0 0 3,000
Carlisle Companies Incorporate COM 142339100 269 2,480 SH   SOLE   2,480 0 0
Celgene Corporation COM 151020104 38,548 485,375 SH   SOLE   206,275 0 279,100
Celgene Corporation COM 151020104 810 10,200 SH   OTR 1 0 0 10,200
Charles Schwab Corporation COM 808513105 85,269 1,668,661 SH   SOLE   823,045 0 845,616
Charles Schwab Corporation COM 808513105 2,300 45,000 SH   OTR 1 0 0 45,000
CoStar Group, Inc. COM 22160N109 35,041 84,922 SH   SOLE   45,622 0 39,300
CoStar Group, Inc. COM 22160N109 1,485 3,600 SH   OTR 1 0 0 3,600
Cognizant Technology Solutions COM 192446102 370 4,680 SH   SOLE   4,605 0 75
Comcast Corporation Class A COM 20030N101 353 10,755 SH   SOLE   10,355 0 400
Constellation Brands, Inc. COM 21036P108 1,964 8,974 SH   SOLE   4,255 0 4,719
Costco Wholesale Corporation COM 22160K105 632 3,025 SH   SOLE   3,025 0 0
CyrusOne Inc. COM 23283R100 587 10,050 SH   SOLE   9,850 0 200
Despegar.com, Corp. COM G27358103 992 47,300 SH   SOLE   47,300 0 0
Ecolab Inc. COM 278865100 544 3,875 SH   SOLE   3,775 0 100
Exact Sciences Corporation COM 30063P105 119,351 1,996,170 SH   SOLE   1,013,540 0 982,630
Exact Sciences Corporation COM 30063P105 4,424 74,000 SH   OTR 1 0 0 74,000
Facebook, Inc. COM 30303M102 114,120 587,277 SH   SOLE   295,506 0 291,771
Facebook, Inc. COM 30303M102 3,420 17,600 SH   OTR 1 0 0 17,600
FedEx Corporation COM 31428X106 619 2,725 SH   SOLE   2,700 0 25
First Republic Bank COM 33616C100 34,113 352,448 SH   SOLE   147,760 0 204,688
First Republic Bank COM 33616C100 644 6,650 SH   OTR 1 0 0 6,650
International Flavors & Fragra COM 459506101 539 4,350 SH   SOLE   4,350 0 0
Intuit Inc. COM 461202103 2,315 11,329 SH   SOLE   2,900 0 8,429
JD.com, Inc. COM 47215P106 3,276 84,120 SH   SOLE   82,720 0 1,400
JPMorgan Chase & Co. COM 46625H100 1,326 12,728 SH   SOLE   12,478 0 250
Johnson & Johnson COM 478160104 1,047 8,625 SH   SOLE   8,450 0 175
Medidata Solutions, Inc. COM 58471A105 43,843 544,229 SH   SOLE   283,479 0 260,750
Medidata Solutions, Inc. COM 58471A105 1,853 23,000 SH   OTR 1 0 0 23,000
MercadoLibre, Inc. COM 58733R102 109,419 366,034 SH   SOLE   194,499 0 171,535
MercadoLibre, Inc. COM 58733R102 4,185 14,000 SH   OTR 1 0 0 14,000
Microsoft Corporation COM 594918104 2,709 27,468 SH   SOLE   27,468 0 0
Monolithic Power Systems, Inc. COM 609839105 82,211 615,030 SH   SOLE   320,305 0 294,725
Monolithic Power Systems, Inc. COM 609839105 2,740 20,500 SH   OTR 1 0 0 20,500
NVIDIA Corporation COM 67066G104 98,474 415,679 SH   SOLE   216,426 0 199,253
NVIDIA Corporation COM 67066G104 2,938 12,400 SH   OTR 1 0 0 12,400
Netflix, Inc. COM 64110L106 209,113 534,229 SH   SOLE   279,841 0 254,388
Netflix, Inc. COM 64110L106 6,106 15,600 SH   OTR 1 0 0 15,600
Nevro Corp. COM 64157F103 51,737 647,930 SH   SOLE   302,660 0 345,270
Nevro Corp. COM 64157F103 1,581 19,800 SH   OTR 1 0 0 19,800
Okta, Inc. COM 679295105 47,409 941,213 SH   SOLE   499,663 0 441,550
Okta, Inc. COM 679295105 1,612 32,000 SH   OTR 1 0 0 32,000
PACCAR Inc COM 693718108 445 7,179 SH   SOLE   5,779 0 1,400
PayPal Holdings, Inc. COM 70450Y103 98,869 1,187,328 SH   SOLE   599,025 0 588,303
PayPal Holdings, Inc. COM 70450Y103 3,148 37,800 SH   OTR 1 0 0 37,800
Paychex, Inc. COM 704326107 683 9,995 SH   SOLE   9,945 0 50
Paylocity Holding Corporation COM 70438V106 34,178 580,665 SH   SOLE   306,285 0 274,380
Paylocity Holding Corporation COM 70438V106 1,054 17,900 SH   OTR 1 0 0 17,900
Portola Pharmaceuticals, Inc. COM 737010108 45,536 1,205,625 SH   SOLE   593,925 0 611,700
Portola Pharmaceuticals, Inc. COM 737010108 1,813 48,000 SH   OTR 1 0 0 48,000
Proofpoint, Inc. COM 743424103 63,901 554,164 SH   SOLE   286,824 0 267,340
Proofpoint, Inc. COM 743424103 1,464 12,700 SH   OTR 1 0 0 12,700
Redfin Corporation COM 75737F108 1,000 43,290 SH   SOLE   43,290 0 0
Regeneron Pharmaceuticals, Inc COM 75886F107 25,218 73,097 SH   SOLE   29,897 0 43,200
Regeneron Pharmaceuticals, Inc COM 75886F107 379 1,100 SH   OTR 1 0 0 1,100
SPDR Trust Series 1 COM 78462F103 612 2,255 SH   SOLE   2,255 0 0
Schlumberger Limited COM 806857108 272 4,055 SH   SOLE   3,980 0 75
Sea Limited COM 81141R100 11,192 746,130 SH   SOLE   418,730 0 327,400
Sea Limited COM 81141R100 525 35,000 SH   OTR 1 0 0 35,000
ServiceNow, Inc. COM 81762P102 67,827 393,270 SH   SOLE   192,749 0 200,521
ServiceNow, Inc. COM 81762P102 1,587 9,200 SH   OTR 1 0 0 9,200
Shake Shack Inc. COM 819047101 42,703 645,250 SH   SOLE   282,550 0 362,700
Shake Shack Inc. COM 819047101 1,628 24,600 SH   OTR 1 0 0 24,600
Shopify Inc. COM 82509L107 135,959 931,925 SH   SOLE   486,300 0 445,625
Shopify Inc. COM 82509L107 4,377 30,000 SH   OTR 1 0 0 30,000
SoftBank Group Corp COM 83404D109 1,206 33,500 SH   SOLE   33,500 0 0
Spotify Technology S.A. COM L8681T102 36,673 217,980 SH   SOLE   103,470 0 114,510
Spotify Technology S.A. COM L8681T102 1,346 8,000 SH   OTR 1 0 0 8,000
Square, Inc. COM 852234103 18,218 295,549 SH   SOLE   217,399 0 78,150
Square, Inc. COM 852234103 869 14,100 SH   OTR 1 0 0 14,100
Starbucks Corporation COM 855244109 868 17,770 SH   SOLE   17,070 0 700
Stitch Fix, Inc. COM 860897107 1,845 67,220 SH   SOLE   65,820 0 1,400
Take-Two Interactive Software, COM 874054109 25,626 216,510 SH   SOLE   111,185 0 105,325
Take-Two Interactive Software, COM 874054109 1,420 12,000 SH   OTR 1 0 0 12,000
Teledoc Health Inc. COM 87918A105 91,497 1,576,170 SH   SOLE   797,160 0 779,010
Teledoc Health Inc. COM 87918A105 3,077 53,000 SH   OTR 1 0 0 53,000
Tencent Holdings Limited COM 88032Q109 1,866 37,175 SH   SOLE   37,175 0 0
Tesla, Inc. COM 88160R101 139,781 407,583 SH   SOLE   212,198 0 195,385
Tesla, Inc. COM 88160R101 4,458 13,000 SH   OTR 1 0 0 13,000
The Estee Lauder Companies Inc COM 518439104 1,036 7,260 SH   SOLE   6,960 0 300
The Home Depot, Inc. COM 437076102 1,514 7,760 SH   SOLE   7,760 0 0
The Progressive Corporation COM 743315103 464 7,845 SH   SOLE   7,845 0 0
The Trade Desk, Inc. COM 88339J105 4,977 53,055 SH   SOLE   53,055 0 0
The Walt Disney Company COM 254687106 692 6,600 SH   SOLE   6,550 0 50
Visa Inc. COM 92826C839 8,025 60,591 SH   SOLE   44,968 0 15,623
Wayfair Inc. COM 94419L101 78,018 656,940 SH   SOLE   330,490 0 326,450
Wayfair Inc. COM 94419L101 2,084 17,550 SH   OTR 1 0 0 17,550
XPO Logistics, Inc. COM 983793100 129,491 1,292,586 SH   SOLE   610,315 0 682,271
XPO Logistics, Inc. COM 983793100 3,506 35,000 SH   OTR 1 0 0 35,000
Zillow Group, Inc. Class A, Vo COM 98954M101 849 14,215 SH   SOLE   12,335 0 1,880
Zillow Group, Inc. Class C COM 98954M200 117,297 1,986,069 SH   SOLE   998,774 0 987,295
Zillow Group, Inc. Class C COM 98954M200 3,839 65,000 SH   OTR 1 0 0 65,000
Zoetis Inc. COM 98978V103 2,030 23,830 SH   SOLE   9,045 0 14,785
iShares MSCI KLD 400 Social COM 464288570 299 2,958 SH   SOLE   2,958 0 0
lululemon athletica inc. COM 550021109 44,506 356,475 SH   SOLE   146,225 0 210,250
lululemon athletica inc. COM 550021109 1,561 12,500 SH   OTR 1 0 0 12,500
nLIGHT, Inc. COM 65487K100 3,869 117,025 SH   SOLE   80,525 0 36,500
nLIGHT, Inc. COM 65487K100 169 5,100 SH   OTR 1 0 0 5,100