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
Abbott Laboratories COM 002824100 2,542 21,480 SH   SOLE   21,105 0 375
AbbVie Inc. COM 00287y109 312 1,923 SH   SOLE   1,923 0 0
Airbnb, Inc. COM 009066101 109,367 636,741 SH   SOLE   461,281 0 175,460
Airbnb, Inc. COM 009066101 27,728 161,435 SH   OTR 1 161,435 0 0
Alphabet Inc. Class A COM 02079k305 545 196 SH   SOLE   196 0 0
Alphabet Inc. Class C COM 02079k107 263 94 SH   SOLE   94 0 0
Amazon.com, Inc. COM 023135106 169,889 52,114 SH   SOLE   39,156 0 12,958
Amazon.com, Inc. COM 023135106 40,374 12,385 SH   OTR 1 12,385 0 0
American Express Company COM 025816109 318 1,700 SH   SOLE   1,700 0 0
Amgen Inc. COM 031162100 1,839 7,604 SH   SOLE   7,434 0 170
Amphenol Corporation COM 032095101 1,034 13,725 SH   SOLE   13,390 0 335
Apple Inc. COM 037833100 9,576 54,840 SH   SOLE   54,430 0 410
Aspen Aerogels, Inc. COM 04523y105 6,173 179,022 SH   SOLE   178,297 0 725
Axon Enterprise, Inc. COM 05464c101 40,474 293,865 SH   SOLE   231,260 0 62,605
Axon Enterprise, Inc. COM 05464c101 7,169 52,050 SH   OTR 1 52,050 0 0
Becton, Dickinson and Company COM 075887109 1,326 4,985 SH   SOLE   4,840 0 145
Bill.com Holdings, Inc. COM 090043100 67,989 299,788 SH   SOLE   232,278 0 67,510
Bill.com Holdings, Inc. COM 090043100 14,679 64,725 SH   OTR 1 64,725 0 0
BlackRock, Inc. COM 09247x101 3,323 4,348 SH   SOLE   4,288 0 60
Blackstone Inc. COM 09260d107 3,529 27,800 SH   SOLE   27,585 0 215
Block, Inc. COM 852234103 77,344 570,386 SH   SOLE   433,996 0 136,390
Block, Inc. COM 852234103 20,040 147,790 SH   OTR 1 147,790 0 0
Bumble Inc. COM 12047b105 5,991 206,735 SH   SOLE   205,665 0 1,070
Cardlytics, Inc. COM 14161w105 858 15,600 SH   SOLE   15,600 0 0
Castle Biosciences, Inc. COM 14843c105 11,108 247,605 SH   SOLE   148,255 0 99,350
Castle Biosciences, Inc. COM 14843c105 3,968 88,450 SH   OTR 1 88,450 0 0
CDW Corporation COM 12514g108 1,204 6,730 SH   SOLE   6,585 0 145
Chewy, Inc. COM 16679l109 29,384 720,550 SH   SOLE   492,170 0 228,380
Chewy, Inc. COM 16679l109 6,619 162,315 SH   OTR 1 162,315 0 0
Chicken Soup for the Soul Ente COM 16842q100 2,155 269,669 SH   SOLE   268,569 0 1,100
Cintas Corporation COM 172908105 2,214 5,205 SH   SOLE   5,110 0 95
Coinbase Global, Inc. COM 19260q107 42,904 225,979 SH   SOLE   166,149 0 59,830
Coinbase Global, Inc. COM 19260q107 10,513 55,375 SH   OTR 1 55,375 0 0
Comcast Corporation Class A COM 20030n101 1,903 40,651 SH   SOLE   39,841 0 810
Constellation Brands, Inc. COM 21036p108 1,522 6,610 SH   SOLE   6,400 0 210
Costco Wholesale Corporation COM 22160k105 4,351 7,556 SH   SOLE   7,456 0 100
CrowdStrike Holdings, Inc. COM 22788c105 60,153 264,900 SH   SOLE   200,550 0 64,350
CrowdStrike Holdings, Inc. COM 22788c105 17,690 77,900 SH   OTR 1 77,900 0 0
Datadog, Inc. COM 23804l103 10,607 70,030 SH   SOLE   69,730 0 300
DoubleVerify Holdings, Inc. COM 25862v105 23,867 948,250 SH   SOLE   650,050 0 298,200
DoubleVerify Holdings, Inc. COM 25862v105 7,464 296,550 SH   OTR 1 296,550 0 0
Ecolab Inc. COM 278865100 944 5,345 SH   SOLE   5,160 0 185
Exact Sciences Corporation COM 30063p105 81,598 1,167,022 SH   SOLE   799,272 0 367,750
Exact Sciences Corporation COM 30063p105 25,354 362,610 SH   OTR 1 362,610 0 0
Ford Motor Company COM 345370860 1,334 78,895 SH   SOLE   77,485 0 1,410
fuboTV Inc. COM 35953d104 757 115,205 SH   SOLE   115,205 0 0
Global-E Online Ltd. COM m5216v106 39,465 1,168,302 SH   SOLE   873,027 0 295,275
Global-E Online Ltd. COM m5216v106 11,553 342,000 SH   OTR 1 342,000 0 0
GoodRx Holdings, Inc. COM 38246g108 17,478 904,174 SH   SOLE   608,649 0 295,525
GoodRx Holdings, Inc. COM 38246g108 4,131 213,702 SH   OTR 1 213,702 0 0
Green Thumb Industries Inc. COM 39342l108 1,994 106,900 SH   SOLE   106,050 0 850
Intuit Inc. COM 461202103 2,627 5,463 SH   SOLE   5,398 0 65
Johnson & Johnson COM 478160104 2,357 13,299 SH   SOLE   12,994 0 305
JPMorgan Chase & Co. COM 46625h100 3,816 27,993 SH   SOLE   27,653 0 340
lululemon athletica inc. COM 550021109 1,253 3,432 SH   SOLE   3,432 0 0
Marqeta Inc COM 57142b104 931 84,300 SH   SOLE   84,300 0 0
MercadoLibre, Inc. COM 58733r102 158,168 132,972 SH   SOLE   98,562 0 34,410
MercadoLibre, Inc. COM 58733r102 47,383 39,835 SH   OTR 1 39,835 0 0
Microsoft Corporation COM 594918104 8,249 26,757 SH   SOLE   26,512 0 245
MongoDB, Inc. COM 60937p106 25,539 57,573 SH   SOLE   57,308 0 265
Monolithic Power Systems, Inc. COM 609839105 6,671 13,735 SH   SOLE   13,470 0 265
Netflix, Inc. COM 64110l106 78,119 208,545 SH   SOLE   156,925 0 51,620
Netflix, Inc. COM 64110l106 19,488 52,025 SH   OTR 1 52,025 0 0
NIKE, Inc. COM 654106103 1,667 12,385 SH   SOLE   12,225 0 160
NVIDIA Corporation COM 67066g104 232,699 852,815 SH   SOLE   636,565 0 216,250
NVIDIA Corporation COM 67066g104 49,606 181,800 SH   OTR 1 181,800 0 0
Okta, Inc. COM 679295105 84,301 558,434 SH   SOLE   406,409 0 152,025
Okta, Inc. COM 679295105 23,830 157,855 SH   OTR 1 157,855 0 0
Olo Inc. COM 68134l109 2,773 209,291 SH   SOLE   208,236 0 1,055
PACCAR Inc COM 693718108 1,204 13,670 SH   SOLE   13,345 0 325
Paychex, Inc. COM 704326107 3,182 23,320 SH   SOLE   23,095 0 225
PayPal Holdings, Inc. COM 70450y103 251 2,170 SH   SOLE   2,170 0 0
Pinduoduo Inc. COM 722304102 341 8,500 SH   SOLE   8,500 0 0
QUALCOMM Incorporated COM 747525103 7,842 51,318 SH   SOLE   51,093 0 225
Sea Limited COM 81141r100 20,148 168,195 SH   SOLE   101,695 0 66,500
Sea Limited COM 81141r100 6,228 51,990 SH   OTR 1 51,990 0 0
Seagen Inc. COM 81181c104 21,156 146,863 SH   SOLE   92,988 0 53,875
Seagen Inc. COM 81181c104 8,175 56,750 SH   OTR 1 56,750 0 0
ServiceNow, Inc. COM 81762p102 58,699 105,405 SH   SOLE   78,730 0 26,675
ServiceNow, Inc. COM 81762p102 17,988 32,300 SH   OTR 1 32,300 0 0
Shopify Inc. COM 82509l107 122,197 180,775 SH   SOLE   132,015 0 48,760
Shopify Inc. COM 82509l107 32,953 48,750 SH   OTR 1 48,750 0 0
Silvergate Capital Corporation COM 82837p408 96,002 637,592 SH   SOLE   473,907 0 163,685
Silvergate Capital Corporation COM 82837p408 25,075 166,535 SH   OTR 1 166,535 0 0
Snap Inc. COM 83304a106 85,659 2,380,075 SH   SOLE   1,769,340 0 610,735
Snap Inc. COM 83304a106 25,398 705,700 SH   OTR 1 705,700 0 0
Snowflake Inc. COM 833445109 87,709 382,793 SH   SOLE   287,833 0 94,960
Snowflake Inc. COM 833445109 22,569 98,500 SH   OTR 1 98,500 0 0
Sprout Social, Inc. COM 85209w109 75,823 946,364 SH   SOLE   687,039 0 259,325
Sprout Social, Inc. COM 85209w109 23,659 295,300 SH   OTR 1 295,300 0 0
Starbucks Corporation COM 855244109 1,733 19,052 SH   SOLE   18,682 0 370
Teladoc Health, Inc. COM 87918a105 55,951 775,698 SH   SOLE   525,328 0 250,370
Teladoc Health, Inc. COM 87918a105 21,170 293,500 SH   OTR 1 293,500 0 0
Tesla, Inc. COM 88160r101 360,087 334,156 SH   SOLE   255,627 0 78,529
Tesla, Inc. COM 88160r101 90,249 83,750 SH   OTR 1 83,750 0 0
The Estee Lauder Companies Inc COM 518439104 2,917 10,710 SH   SOLE   10,590 0 120
The Home Depot, Inc. COM 437076102 4,036 13,482 SH   SOLE   13,312 0 170
The Progressive Corporation COM 743315103 1,800 15,795 SH   SOLE   15,215 0 580
The Trade Desk, Inc. COM 88339j105 186,200 2,688,805 SH   SOLE   1,985,705 0 703,100
The Trade Desk, Inc. COM 88339j105 41,148 594,190 SH   OTR 1 594,190 0 0
The Walt Disney Company COM 254687106 1,520 11,085 SH   SOLE   10,805 0 280
Twilio Inc. COM 90138f102 44,063 267,355 SH   SOLE   198,500 0 68,855
Twilio Inc. COM 90138f102 13,191 80,040 SH   OTR 1 80,040 0 0
Tyson Foods, Inc. COM 902494103 1,222 13,632 SH   SOLE   13,032 0 600
Uber Technologies, Inc. COM 90353t100 88,334 2,475,728 SH   SOLE   1,835,823 0 639,905
Uber Technologies, Inc. COM 90353t100 22,696 636,100 SH   OTR 1 636,100 0 0
Unity Software Inc. COM 91332u101 61,025 615,114 SH   SOLE   450,274 0 164,840
Unity Software Inc. COM 91332u101 15,888 160,150 SH   OTR 1 160,150 0 0
Veeva Systems Inc. COM 922475108 46,159 217,259 SH   SOLE   151,684 0 65,575
Veeva Systems Inc. COM 922475108 10,219 48,100 SH   OTR 1 48,100 0 0
Visa Inc. COM 92826c839 2,841 12,810 SH   SOLE   12,460 0 350
Zillow Group, Inc. Class C COM 98954m200 62,512 1,268,239 SH   SOLE   961,609 0 306,630
Zillow Group, Inc. Class C COM 98954m200 16,860 342,050 SH   OTR 1 342,050 0 0
Zoetis Inc. COM 98978v103 3,054 16,195 SH   SOLE   16,045 0 150
Zoom Video Communications, Inc COM 98980l101 31,200 266,145 SH   SOLE   175,035 0 91,110
Zoom Video Communications, Inc COM 98980l101 3,565 30,410 SH   OTR 1 30,410 0 0
iShares MSCI KLD 400 Social COM 464288570 666 7,684 SH   SOLE   7,684 0 0
Spdr Dow Jones Industrial Avrg COM 78467x109 225 650 SH   SOLE   650 0 0
SPDR S&P 500 ETF Trust COM 78462f103 1,793 3,969 SH   SOLE   2,754 0 1,215