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 2,423 22,300 SH   SOLE   21,925 0 375
AbbVie Inc. COM 00287y109 295 1,923 SH   SOLE   1,923 0 0
Airbnb, Inc. COM 009066101 58,716 659,138 SH   SOLE   482,758 0 176,380
Airbnb, Inc. COM 009066101 14,131 158,635 SH   OTR 1 158,635 0 0
Alphabet Inc. Class A COM 02079k305 427 196 SH   SOLE   196 0 0
Alphabet Inc. Class C COM 02079k107 271 124 SH   SOLE   124 0 0
Amazon.com, Inc. COM 023135106 114,470 1,077,770 SH   SOLE   809,510 0 268,260
Amazon.com, Inc. COM 023135106 24,003 226,000 SH   OTR 1 226,000 0 0
American Express Company COM 025816109 236 1,700 SH   SOLE   1,700 0 0
Amgen Inc. COM 031162100 1,850 7,604 SH   SOLE   7,434 0 170
Amphenol Corporation COM 032095101 899 13,965 SH   SOLE   13,630 0 335
Apple Inc. COM 037833100 7,396 54,095 SH   SOLE   53,685 0 410
Aspen Aerogels, Inc. COM 04523y105 1,762 178,322 SH   SOLE   177,597 0 725
Axon Enterprise, Inc. COM 05464c101 40,398 433,598 SH   SOLE   329,443 0 104,155
Axon Enterprise, Inc. COM 05464c101 8,409 90,250 SH   OTR 1 90,250 0 0
Becton, Dickinson and Company COM 075887109 1,271 5,155 SH   SOLE   5,010 0 145
Bill.com Holdings, Inc. COM 090043100 56,016 509,514 SH   SOLE   379,779 0 129,735
Bill.com Holdings, Inc. COM 090043100 12,376 112,575 SH   OTR 1 112,575 0 0
BlackRock, Inc. COM 09247x101 2,697 4,428 SH   SOLE   4,368 0 60
Blackstone Inc. COM 09260d107 2,898 31,765 SH   SOLE   30,350 0 1,415
Block, Inc. COM 852234103 36,084 587,106 SH   SOLE   448,241 0 138,865
Block, Inc. COM 852234103 9,083 147,790 SH   OTR 1 147,790 0 0
Bumble Inc. COM 12047b105 5,950 211,385 SH   SOLE   210,315 0 1,070
Cardlytics, Inc. COM 14161w105 348 15,600 SH   SOLE   15,600 0 0
CDW Corporation COM 12514g108 1,262 8,010 SH   SOLE   7,865 0 145
Cintas Corporation COM 172908105 1,931 5,170 SH   SOLE   5,075 0 95
Coinbase Global, Inc. COM 19260q107 10,776 229,172 SH   SOLE   169,142 0 60,030
Coinbase Global, Inc. COM 19260q107 2,604 55,375 SH   OTR 1 55,375 0 0
Comcast Corporation Class A COM 20030n101 1,632 41,601 SH   SOLE   40,791 0 810
Constellation Brands, Inc. COM 21036p108 1,545 6,630 SH   SOLE   6,420 0 210
Costco Wholesale Corporation COM 22160k105 5,150 10,746 SH   SOLE   10,646 0 100
CrowdStrike Holdings, Inc. COM 22788c105 46,274 274,526 SH   SOLE   209,111 0 65,415
CrowdStrike Holdings, Inc. COM 22788c105 11,449 67,925 SH   OTR 1 67,925 0 0
Datadog, Inc. COM 23804l103 7,376 77,450 SH   SOLE   77,120 0 330
DoubleVerify Holdings, Inc. COM 25862v105 28,034 1,236,614 SH   SOLE   842,364 0 394,250
DoubleVerify Holdings, Inc. COM 25862v105 7,757 342,150 SH   OTR 1 342,150 0 0
Ecolab Inc. COM 278865100 857 5,575 SH   SOLE   5,390 0 185
Enphase Energy, Inc. COM 29355a107 44,328 227,045 SH   SOLE   157,940 0 69,105
Enphase Energy, Inc. COM 29355a107 10,738 55,000 SH   OTR 1 55,000 0 0
Exact Sciences Corporation COM 30063p105 46,036 1,168,726 SH   SOLE   799,726 0 369,000
Exact Sciences Corporation COM 30063p105 12,215 310,110 SH   OTR 1 310,110 0 0
Ford Motor Company COM 345370860 725 65,120 SH   SOLE   63,710 0 1,410
GitLab Inc. COM 37637k108 1,536 28,900 SH   SOLE   28,765 0 135
Global-E Online Ltd. COM m5216v106 25,029 1,240,894 SH   SOLE   929,709 0 311,185
Global-E Online Ltd. COM m5216v106 6,898 342,000 SH   OTR 1 342,000 0 0
Green Thumb Industries Inc. COM 39342l108 858 107,250 SH   SOLE   106,400 0 850
Intuit Inc. COM 461202103 2,228 5,781 SH   SOLE   5,716 0 65
Johnson & Johnson COM 478160104 2,356 13,274 SH   SOLE   12,969 0 305
JPMorgan Chase & Co. COM 46625h100 3,238 28,758 SH   SOLE   28,418 0 340
lululemon athletica inc. COM 550021109 936 3,432 SH   SOLE   3,432 0 0
Marqeta, Inc. COM 57142b104 2,325 286,685 SH   SOLE   285,835 0 850
MercadoLibre, Inc. COM 58733r102 89,672 140,801 SH   SOLE   105,221 0 35,580
MercadoLibre, Inc. COM 58733r102 23,596 37,050 SH   OTR 1 37,050 0 0
Microsoft Corporation COM 594918104 7,114 27,701 SH   SOLE   26,756 0 945
MongoDB, Inc. COM 60937p106 28,381 109,367 SH   SOLE   92,837 0 16,530
MongoDB, Inc. COM 60937p106 2,076 8,000 SH   OTR 1 8,000 0 0
Monolithic Power Systems, Inc. COM 609839105 5,409 14,085 SH   SOLE   13,420 0 665
Netflix, Inc. COM 64110l106 17,711 101,281 SH   SOLE   76,386 0 24,895
NIKE, Inc. COM 654106103 1,320 12,915 SH   SOLE   12,755 0 160
NVIDIA Corporation COM 67066g104 105,963 699,012 SH   SOLE   526,947 0 172,065
NVIDIA Corporation COM 67066g104 19,707 130,000 SH   OTR 1 130,000 0 0
Okta, Inc. COM 679295105 26,353 291,511 SH   SOLE   219,626 0 71,885
Okta, Inc. COM 679295105 4,520 50,000 SH   OTR 1 50,000 0 0
Olo Inc. COM 68134l109 2,068 209,566 SH   SOLE   208,511 0 1,055
On Holding AG COM h5919c104 12,961 732,651 SH   SOLE   486,941 0 245,710
On Holding AG COM h5919c104 3,744 211,650 SH   OTR 1 211,650 0 0
PACCAR Inc COM 693718108 1,138 13,820 SH   SOLE   13,495 0 325
Palo Alto Networks, Inc. COM 697435105 15,584 31,550 SH   SOLE   22,100 0 9,450
Palo Alto Networks, Inc. COM 697435105 1,976 4,000 SH   OTR 1 4,000 0 0
Paychex, Inc. COM 704326107 2,712 23,820 SH   SOLE   23,595 0 225
Paylocity Holding Corporation COM 70438v106 29,119 166,947 SH   SOLE   116,922 0 50,025
Paylocity Holding Corporation COM 70438v106 6,549 37,550 SH   OTR 1 37,550 0 0
QUALCOMM Incorporated COM 747525103 6,761 52,928 SH   SOLE   51,703 0 1,225
Rivian Automotive, Inc. COM 76954a103 1,645 63,907 SH   SOLE   63,607 0 300
Sea Limited COM 81141r100 4,243 63,460 SH   SOLE   36,360 0 27,100
Seagen Inc. COM 81181c104 37,494 211,903 SH   SOLE   151,988 0 59,915
Seagen Inc. COM 81181c104 10,165 57,450 SH   OTR 1 57,450 0 0
ServiceNow, Inc. COM 81762p102 52,377 110,147 SH   SOLE   83,337 0 26,810
ServiceNow, Inc. COM 81762p102 15,359 32,300 SH   OTR 1 32,300 0 0
Shopify Inc. COM 82509l107 62,373 1,996,590 SH   SOLE   1,481,890 0 514,700
Shopify Inc. COM 82509l107 15,620 500,000 SH   OTR 1 500,000 0 0
Silvergate Capital Corporation COM 82837p408 35,447 662,185 SH   SOLE   496,990 0 165,195
Silvergate Capital Corporation COM 82837p408 8,806 164,500 SH   OTR 1 164,500 0 0
Snap Inc. COM 83304a106 18,161 1,383,153 SH   SOLE   1,032,243 0 350,910
Snap Inc. COM 83304a106 3,283 250,000 SH   OTR 1 250,000 0 0
Snowflake Inc. COM 833445109 58,844 423,155 SH   SOLE   323,020 0 100,135
Snowflake Inc. COM 833445109 13,037 93,750 SH   OTR 1 93,750 0 0
Sprout Social, Inc. COM 85209w109 60,909 1,048,884 SH   SOLE   773,884 0 275,000
Sprout Social, Inc. COM 85209w109 16,437 283,050 SH   OTR 1 283,050 0 0
Starbucks Corporation COM 855244109 1,478 19,352 SH   SOLE   18,982 0 370
Teladoc Health, Inc. COM 87918a105 12,744 383,745 SH   SOLE   239,325 0 144,420
Tenable Holdings, Inc. COM 88025t102 2,999 66,050 SH   SOLE   65,775 0 275
Tesla, Inc. COM 88160r101 210,285 312,265 SH   SOLE   242,746 0 69,519
Tesla, Inc. COM 88160r101 44,109 65,500 SH   OTR 1 65,500 0 0
The Estee Lauder Companies Inc COM 518439104 2,791 10,960 SH   SOLE   10,840 0 120
The Home Depot, Inc. COM 437076102 3,736 13,622 SH   SOLE   13,452 0 170
The Progressive Corporation COM 743315103 1,799 15,470 SH   SOLE   14,890 0 580
The Trade Desk, Inc. COM 88339j105 114,911 2,743,165 SH   SOLE   2,040,400 0 702,765
The Trade Desk, Inc. COM 88339j105 23,123 552,000 SH   OTR 1 552,000 0 0
The Walt Disney Company COM 254687106 973 10,310 SH   SOLE   10,030 0 280
Twilio Inc. COM 90138f102 22,378 267,003 SH   SOLE   198,088 0 68,915
Twilio Inc. COM 90138f102 3,269 39,000 SH   OTR 1 39,000 0 0
Tyson Foods, Inc. COM 902494103 1,232 14,312 SH   SOLE   13,712 0 600
Uber Technologies, Inc. COM 90353t100 53,969 2,637,777 SH   SOLE   1,972,532 0 665,245
Uber Technologies, Inc. COM 90353t100 13,015 636,100 SH   OTR 1 636,100 0 0
Unity Software Inc. COM 91332u101 22,901 621,964 SH   SOLE   460,424 0 161,540
Unity Software Inc. COM 91332u101 4,418 120,000 SH   OTR 1 120,000 0 0
Veeva Systems Inc. COM 922475108 44,651 225,463 SH   SOLE   160,038 0 65,425
Veeva Systems Inc. COM 922475108 9,526 48,100 SH   OTR 1 48,100 0 0
Visa Inc. COM 92826c839 2,566 13,035 SH   SOLE   12,685 0 350
Zillow Group, Inc. Class C COM 98954m200 38,904 1,225,322 SH   SOLE   918,092 0 307,230
Zillow Group, Inc. Class C COM 98954m200 8,255 260,000 SH   OTR 1 260,000 0 0
Zoetis Inc. COM 98978v103 2,906 16,905 SH   SOLE   16,755 0 150
Zoom Video Communications, Inc COM 98980l101 21,232 196,645 SH   SOLE   137,735 0 58,910
iShares MSCI KLD 400 Social COM 464288570 552 7,684 SH   SOLE   7,684 0 0
Spdr Dow Jones Industrial Avrg COM 78467x109 200 650 SH   SOLE   650 0 0
SPDR S&P 500 ETF Trust COM 78462f103 1,497 3,969 SH   SOLE   2,754 0 1,215