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
AbbVie Inc. COM 00287Y109 245 2,767 SH   SOLE   2,767 0 0
Abbott Laboratories COM 002824100 932 10,734 SH   SOLE   10,734 0 0
Adaptive Biotechnologies Corpo COM 00650F109 9,154 305,960 SH   SOLE   183,260 0 122,700
Adaptive Biotechnologies Corpo COM 00650F109 500 16,700 SH   OTR 1 16,700 0 0
Adobe Inc. COM 00724F101 65,246 197,828 SH   SOLE   112,028 0 85,800
Adobe Inc. COM 00724F101 3,727 11,300 SH   OTR 1 11,300 0 0
Alibaba Group Holding Limited COM 01609W102 79,279 373,782 SH   SOLE   209,957 0 163,825
Alibaba Group Holding Limited COM 01609W102 4,751 22,400 SH   OTR 1 22,400 0 0
Alphabet Inc. Class A COM 02079K305 9,124 6,812 SH   SOLE   6,727 0 85
Alphabet Inc. Class C COM 02079K107 690 516 SH   SOLE   516 0 0
Amazon.com, Inc. COM 023135106 146,432 79,245 SH   SOLE   50,160 0 29,085
Amazon.com, Inc. COM 023135106 6,837 3,700 SH   OTR 1 3,700 0 0
Amgen Inc. COM 031162100 703 2,916 SH   SOLE   2,916 0 0
Amphenol Corporation COM 032095101 596 5,510 SH   SOLE   5,510 0 0
Apple Inc. COM 037833100 3,345 11,390 SH   SOLE   11,390 0 0
Axon Enterprise, Inc. COM 05464C101 3,748 51,150 SH   SOLE   51,150 0 0
Becton, Dickinson and Company COM 075887109 2,096 7,705 SH   SOLE   7,705 0 0
BioMarin Pharmaceutical Inc. COM 09061G101 49,184 581,710 SH   SOLE   324,010 0 257,700
BioMarin Pharmaceutical Inc. COM 09061G101 2,790 33,000 SH   OTR 1 33,000 0 0
BlackRock, Inc. COM 09247X101 1,096 2,180 SH   SOLE   2,180 0 0
Booking Holdings Inc. COM 09857L108 1,746 850 SH   SOLE   850 0 0
CDW Corporation COM 12514G108 299 2,095 SH   SOLE   2,095 0 0
Chegg, Inc. COM 163092109 23,033 607,560 SH   SOLE   339,460 0 268,100
Chegg, Inc. COM 163092109 379 10,000 SH   OTR 1 10,000 0 0
Chewy, Inc. COM 16679L109 42,767 1,474,725 SH   SOLE   908,685 0 566,040
Chewy, Inc. COM 16679L109 3,196 110,200 SH   OTR 1 110,200 0 0
Cintas Corp. COM 172908105 558 2,075 SH   SOLE   2,075 0 0
CoStar Group, Inc. COM 22160N109 69,368 115,941 SH   SOLE   68,391 0 47,550
CoStar Group, Inc. COM 22160N109 4,009 6,700 SH   OTR 1 6,700 0 0
Comcast Corporation Class A COM 20030N101 579 12,869 SH   SOLE   12,869 0 0
Constellation Brands, Inc. COM 21036P108 2,502 13,185 SH   SOLE   13,185 0 0
Costco Wholesale Corporation COM 22160K105 960 3,265 SH   SOLE   3,265 0 0
CyrusOne Inc. COM 23283R100 730 11,160 SH   SOLE   11,160 0 0
Ecolab Inc. COM 278865100 737 3,820 SH   SOLE   3,820 0 0
Etsy, Inc. COM 29786A106 2,546 57,470 SH   SOLE   57,470 0 0
EverQuote, Inc. COM 30041R108 790 22,990 SH   SOLE   22,990 0 0
Exact Sciences Corporation COM 30063P105 136,297 1,473,799 SH   SOLE   858,099 0 615,700
Exact Sciences Corporation COM 30063P105 7,685 83,100 SH   OTR 1 83,100 0 0
Facebook, Inc. COM 30303M102 111,739 544,403 SH   SOLE   326,228 0 218,175
Facebook, Inc. COM 30303M102 5,952 29,000 SH   OTR 1 29,000 0 0
Goosehead Insurance, Inc. COM 38267D109 21,823 514,682 SH   SOLE   309,582 0 205,100
Goosehead Insurance, Inc. COM 38267D109 1,738 41,000 SH   OTR 1 41,000 0 0
International Flavors & Fragra COM 459506101 309 2,395 SH   SOLE   2,395 0 0
Intuit Inc. COM 461202103 2,122 8,102 SH   SOLE   8,102 0 0
JPMorgan Chase & Co. COM 46625H100 2,530 18,149 SH   SOLE   18,149 0 0
Johnson & Johnson COM 478160104 1,117 7,660 SH   SOLE   7,660 0 0
Jumia Technologies AG COM 48138M105 1,218 181,000 SH   SOLE   181,000 0 0
Lyft, Inc. COM 55087P104 28,297 657,755 SH   SOLE   364,105 0 293,650
Lyft, Inc. COM 55087P104 2,151 50,000 SH   OTR 1 50,000 0 0
MercadoLibre, Inc. COM 58733R102 108,809 190,246 SH   SOLE   117,751 0 72,495
MercadoLibre, Inc. COM 58733R102 5,891 10,300 SH   OTR 1 10,300 0 0
Microsoft Corporation COM 594918104 6,722 42,622 SH   SOLE   42,622 0 0
MongoDB, Inc. COM 60937P106 2,792 21,215 SH   SOLE   21,215 0 0
Monolithic Power Systems, Inc. COM 609839105 4,060 22,805 SH   SOLE   21,330 0 1,475
NVIDIA Corporation COM 67066G104 123,036 522,890 SH   SOLE   314,440 0 208,450
NVIDIA Corporation COM 67066G104 6,635 28,200 SH   OTR 1 28,200 0 0
Netflix, Inc. COM 64110L106 132,466 409,388 SH   SOLE   254,138 0 155,250
Netflix, Inc. COM 64110L106 7,119 22,000 SH   OTR 1 22,000 0 0
Okta, Inc. COM 679295105 94,911 822,666 SH   SOLE   490,316 0 332,350
Okta, Inc. COM 679295105 4,926 42,700 SH   OTR 1 42,700 0 0
PACCAR Inc COM 693718108 700 8,845 SH   SOLE   7,545 0 1,300
PayPal Holdings, Inc. COM 70450Y103 85,490 790,330 SH   SOLE   472,880 0 317,450
PayPal Holdings, Inc. COM 70450Y103 4,110 38,000 SH   OTR 1 38,000 0 0
Paychex, Inc. COM 704326107 994 11,680 SH   SOLE   11,680 0 0
Paylocity Holding Corporation COM 70438V106 65,526 542,345 SH   SOLE   301,620 0 240,725
Paylocity Holding Corporation COM 70438V106 3,625 30,000 SH   OTR 1 30,000 0 0
Pinterest, Inc. COM 72352L106 2,511 134,710 SH   SOLE   134,710 0 0
Pluralsight, Inc. COM 72941B106 19,880 1,155,150 SH   SOLE   564,350 0 590,800
Pluralsight, Inc. COM 72941B106 1,291 75,000 SH   OTR 1 75,000 0 0
Q2 Holdings, Inc. COM 74736L109 11,369 140,220 SH   SOLE   84,620 0 55,600
Q2 Holdings, Inc. COM 74736L109 689 8,500 SH   OTR 1 8,500 0 0
Revolve Group, Inc. COM 76156B107 12,211 665,100 SH   SOLE   375,660 0 289,440
Revolve Group, Inc. COM 76156B107 826 45,000 SH   OTR 1 45,000 0 0
RingCentral, Inc. COM 76680R206 77,913 461,926 SH   SOLE   257,926 0 204,000
RingCentral, Inc. COM 76680R206 4,807 28,500 SH   OTR 1 28,500 0 0
Roku, Inc. COM 77543R102 4,978 37,180 SH   SOLE   37,180 0 0
SPDR S&P 500 ETF Trust COM 78462F103 768 2,385 SH   SOLE   2,385 0 0
Sage Therapeutics, Inc. COM 78667J108 16,292 225,687 SH   SOLE   146,137 0 79,550
Sage Therapeutics, Inc. COM 78667J108 787 10,900 SH   OTR 1 10,900 0 0
ServiceNow, Inc. COM 81762P102 86,681 307,030 SH   SOLE   188,155 0 118,875
ServiceNow, Inc. COM 81762P102 4,235 15,000 SH   OTR 1 15,000 0 0
Shake Shack Inc. COM 819047101 32,843 551,330 SH   SOLE   273,790 0 277,540
Shake Shack Inc. COM 819047101 2,293 38,500 SH   OTR 1 38,500 0 0
Shopify Inc. COM 82509L107 150,697 379,035 SH   SOLE   222,010 0 157,025
Shopify Inc. COM 82509L107 8,230 20,700 SH   OTR 1 20,700 0 0
Snap Inc. COM 83304A106 2,191 134,190 SH   SOLE   134,190 0 0
Square, Inc. COM 852234103 32,393 517,785 SH   SOLE   330,035 0 187,750
Square, Inc. COM 852234103 1,189 19,000 SH   OTR 1 19,000 0 0
Starbucks Corporation COM 855244109 1,146 13,030 SH   SOLE   13,030 0 0
Teladoc Health, Inc. COM 87918A105 126,614 1,512,350 SH   SOLE   868,600 0 643,750
Teladoc Health, Inc. COM 87918A105 7,367 88,000 SH   OTR 1 88,000 0 0
Tesla, Inc. COM 88160R101 167,916 401,395 SH   SOLE   251,935 0 149,460
Tesla, Inc. COM 88160R101 9,220 22,040 SH   OTR 1 22,040 0 0
The Boeing Company COM 097023105 845 2,594 SH   SOLE   2,594 0 0
The Estee Lauder Companies Inc COM 518439104 1,334 6,460 SH   SOLE   6,460 0 0
The Home Depot, Inc. COM 437076102 1,647 7,543 SH   SOLE   7,543 0 0
The Progressive Corporation COM 743315103 798 11,030 SH   SOLE   11,030 0 0
The RealReal, Inc. COM 88339P101 1,444 76,590 SH   SOLE   76,590 0 0
The Trade Desk, Inc. COM 88339J105 134,013 515,871 SH   SOLE   317,101 0 198,770
The Trade Desk, Inc. COM 88339J105 7,271 27,990 SH   OTR 1 27,990 0 0
The Walt Disney Company COM 254687106 1,000 6,915 SH   SOLE   6,915 0 0
Tilray, Inc. COM 88688T100 7,769 453,510 SH   SOLE   324,810 0 128,700
Tilray, Inc. COM 88688T100 428 25,000 SH   OTR 1 25,000 0 0
Tyson Foods, Inc. COM 902494103 861 9,462 SH   SOLE   9,462 0 0
Uber Technologies, Inc. COM 90353T100 27,696 931,259 SH   SOLE   574,159 0 357,100
Uber Technologies, Inc. COM 90353T100 2,379 80,000 SH   OTR 1 80,000 0 0
Visa Inc. COM 92826C839 8,422 44,822 SH   SOLE   44,822 0 0
Wayfair Inc. COM 94419L101 44,005 486,940 SH   SOLE   294,565 0 192,375
Wayfair Inc. COM 94419L101 2,539 28,100 SH   OTR 1 28,100 0 0
Zillow Group, Inc. Class A, Vo COM 98954M101 397 8,690 SH   SOLE   6,990 0 1,700
Zillow Group, Inc. Class C COM 98954M200 85,338 1,857,595 SH   SOLE   1,106,245 0 751,350
Zillow Group, Inc. Class C COM 98954M200 4,181 91,000 SH   OTR 1 91,000 0 0
Zoetis Inc. COM 98978V103 2,546 19,240 SH   SOLE   19,240 0 0
Zoom Video Communications, Inc COM 98980L101 1,089 16,000 SH   SOLE   16,000 0 0
iShares MSCI KLD 400 Social ET COM 464288570 634 5,278 SH   SOLE   5,278 0 0
lululemon athletica inc. COM 550021109 43,450 187,550 SH   SOLE   96,840 0 90,710
lululemon athletica inc. COM 550021109 2,317 10,000 SH   OTR 1 10,000 0 0