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 98,557 1,310,770 SH   SOLE   691,070 0 619,700
2U, Inc. COM 90214J101 4,361 58,000 SH   OTR 1 0 0 58,000
AbbVie Inc. COM 00287Y109 257 2,712 SH   SOLE   2,712 0 0
Abbott Laboratories COM 002824100 686 9,352 SH   SOLE   9,102 0 250
Activision Blizzard, Inc. COM 00507V109 49,586 596,060 SH   SOLE   298,890 0 297,170
Activision Blizzard, Inc. COM 00507V109 2,745 33,000 SH   OTR 1 0 0 33,000
Adobe Systems Incorporated COM 00724F101 54,075 200,315 SH   SOLE   79,429 0 120,886
Adobe Systems Incorporated COM 00724F101 2,430 9,000 SH   OTR 1 0 0 9,000
Alibaba Group Holding Limited COM 01609W102 65,865 399,762 SH   SOLE   198,527 0 201,235
Alibaba Group Holding Limited COM 01609W102 2,471 15,000 SH   OTR 1 0 0 15,000
Alphabet Inc. Class A COM 02079K305 41,639 34,496 SH   SOLE   18,857 0 15,639
Alphabet Inc. Class A COM 02079K305 3,621 3,000 SH   OTR 1 0 0 3,000
Alphabet Inc. Class C COM 02079K107 1,507 1,263 SH   SOLE   1,143 0 120
Amazon.com, Inc. COM 023135106 228,164 113,911 SH   SOLE   59,321 0 54,590
Amazon.com, Inc. COM 023135106 8,212 4,100 SH   OTR 1 0 0 4,100
Amgen Inc. COM 031162100 532 2,565 SH   SOLE   2,540 0 25
Amphenol Corporation COM 032095101 597 6,345 SH   SOLE   6,345 0 0
Apple Inc. COM 037833100 3,455 15,305 SH   SOLE   11,100 0 4,205
Avalara, Inc. COM 05338G106 7,422 212,480 SH   SOLE   36,580 0 175,900
Axon Enterprise, Inc. COM 05464C101 11,665 170,470 SH   SOLE   112,435 0 58,035
Axon Enterprise, Inc. COM 05464C101 1,163 17,000 SH   OTR 1 0 0 17,000
Becton, Dickinson and Company COM 075887109 2,053 7,865 SH   SOLE   3,540 0 4,325
BioMarin Pharmaceutical Inc. COM 09061G101 36,352 374,875 SH   SOLE   153,725 0 221,150
BioMarin Pharmaceutical Inc. COM 09061G101 1,261 13,000 SH   OTR 1 0 0 13,000
BlackRock, Inc. COM 09247X101 1,007 2,136 SH   SOLE   2,086 0 50
Boeing Company COM 097023105 920 2,475 SH   SOLE   2,475 0 0
Booking Holdings Inc. COM 09857L108 1,726 870 SH   SOLE   20 0 850
Carlisle Companies Incorporate COM 142339100 301 2,475 SH   SOLE   2,475 0 0
Charles Schwab Corporation COM 808513105 80,263 1,633,031 SH   SOLE   797,915 0 835,116
Charles Schwab Corporation COM 808513105 3,342 68,000 SH   OTR 1 0 0 68,000
CoStar Group, Inc. COM 22160N109 34,777 82,637 SH   SOLE   43,847 0 38,790
CoStar Group, Inc. COM 22160N109 1,431 3,400 SH   OTR 1 0 0 3,400
Cognizant Technology Solutions COM 192446102 432 5,595 SH   SOLE   5,520 0 75
Comcast Corporation Class A COM 20030N101 413 11,665 SH   SOLE   11,265 0 400
Constellation Brands, Inc. COM 21036P108 915 4,245 SH   SOLE   4,090 0 155
Costco Wholesale Corporation COM 22160K105 723 3,080 SH   SOLE   3,080 0 0
CyrusOne Inc. COM 23283R100 664 10,475 SH   SOLE   10,275 0 200
Ecolab Inc. COM 278865100 615 3,925 SH   SOLE   3,825 0 100
Exact Sciences Corporation COM 30063P105 170,984 2,166,547 SH   SOLE   1,057,167 0 1,109,380
Exact Sciences Corporation COM 30063P105 6,827 86,500 SH   OTR 1 0 0 86,500
Facebook, Inc. COM 30303M102 98,105 596,531 SH   SOLE   302,501 0 294,030
Facebook, Inc. COM 30303M102 3,454 21,000 SH   OTR 1 0 0 21,000
FedEx Corporation COM 31428X106 624 2,590 SH   SOLE   2,565 0 25
First Republic Bank COM 33616C100 26,012 270,963 SH   SOLE   91,625 0 179,338
International Flavors & Fragra COM 459506101 599 4,305 SH   SOLE   4,305 0 0
Intuit Inc. COM 461202103 1,820 8,004 SH   SOLE   2,975 0 5,029
JD.com, Inc. COM 47215P106 712 27,275 SH   SOLE   27,275 0 0
JPMorgan Chase & Co. COM 46625H100 2,066 18,305 SH   SOLE   18,055 0 250
Johnson & Johnson COM 478160104 1,202 8,700 SH   SOLE   8,525 0 175
Medidata Solutions, Inc. COM 58471A105 43,127 588,286 SH   SOLE   285,636 0 302,650
Medidata Solutions, Inc. COM 58471A105 1,906 26,000 SH   OTR 1 0 0 26,000
MercadoLibre, Inc. COM 58733R102 116,937 343,459 SH   SOLE   180,644 0 162,815
MercadoLibre, Inc. COM 58733R102 4,596 13,500 SH   OTR 1 0 0 13,500
Microsoft Corporation COM 594918104 3,100 27,109 SH   SOLE   27,109 0 0
Monolithic Power Systems, Inc. COM 609839105 82,685 658,684 SH   SOLE   332,089 0 326,595
Monolithic Power Systems, Inc. COM 609839105 4,205 33,500 SH   OTR 1 0 0 33,500
NVIDIA Corporation COM 67066G104 115,415 410,702 SH   SOLE   213,449 0 197,253
NVIDIA Corporation COM 67066G104 3,934 14,000 SH   OTR 1 0 0 14,000
Netflix, Inc. COM 64110L106 198,207 529,781 SH   SOLE   278,328 0 251,453
Netflix, Inc. COM 64110L106 6,809 18,200 SH   OTR 1 0 0 18,200
Nevro Corp. COM 64157F103 37,476 657,480 SH   SOLE   254,530 0 402,950
Nevro Corp. COM 64157F103 912 16,000 SH   OTR 1 0 0 16,000
Okta, Inc. COM 679295105 79,349 1,127,754 SH   SOLE   584,929 0 542,825
Okta, Inc. COM 679295105 3,237 46,000 SH   OTR 1 0 0 46,000
PACCAR Inc COM 693718108 495 7,264 SH   SOLE   5,864 0 1,400
PayPal Holdings, Inc. COM 70450Y103 103,792 1,181,598 SH   SOLE   596,555 0 585,043
PayPal Holdings, Inc. COM 70450Y103 3,777 43,000 SH   OTR 1 0 0 43,000
Paychex, Inc. COM 704326107 651 8,835 SH   SOLE   8,785 0 50
Paylocity Holding Corporation COM 70438V106 41,062 511,230 SH   SOLE   242,830 0 268,400
Paylocity Holding Corporation COM 70438V106 2,048 25,500 SH   OTR 1 0 0 25,500
Pluralsight, Inc. COM 72941B106 4,900 153,135 SH   SOLE   141,885 0 11,250
Portola Pharmaceuticals, Inc. COM 737010108 30,181 1,133,355 SH   SOLE   523,155 0 610,200
Portola Pharmaceuticals, Inc. COM 737010108 98 3,700 SH   OTR 1 0 0 37,000
Proofpoint, Inc. COM 743424103 47,356 445,369 SH   SOLE   210,919 0 234,450
Proofpoint, Inc. COM 743424103 1,223 11,500 SH   OTR 1 0 0 11,500
Redfin Corporation COM 75737F108 921 49,240 SH   SOLE   49,240 0 0
SPDR Trust Series 1 COM 78462F103 656 2,255 SH   SOLE   2,255 0 0
Schlumberger Limited COM 806857108 250 4,105 SH   SOLE   4,030 0 75
Sea Limited COM 81141R100 1,334 96,450 SH   SOLE   94,350 0 2,100
ServiceNow, Inc. COM 81762P102 77,272 394,989 SH   SOLE   201,344 0 193,645
ServiceNow, Inc. COM 81762P102 2,445 12,500 SH   OTR 1 0 0 12,500
Shake Shack Inc. COM 819047101 38,825 616,170 SH   SOLE   263,970 0 352,200
Shake Shack Inc. COM 819047101 1,449 23,000 SH   OTR 1 0 0 23,000
Shopify Inc. COM 82509L107 143,750 874,070 SH   SOLE   456,960 0 417,110
Shopify Inc. COM 82509L107 6,003 36,500 SH   OTR 1 0 0 36,500
SoftBank Group Corp COM 83404D109 2,019 39,980 SH   SOLE   39,980 0 0
Spotify Technology S.A. COM L8681T102 40,032 221,380 SH   SOLE   106,315 0 115,065
Spotify Technology S.A. COM L8681T102 180 1,000 SH   OTR 1 0 0 10,000
Square, Inc. COM 852234103 37,777 381,549 SH   SOLE   257,949 0 123,600
Square, Inc. COM 852234103 2,079 21,000 SH   OTR 1 0 0 21,000
Starbucks Corporation COM 855244109 875 15,390 SH   SOLE   14,890 0 500
Stitch Fix, Inc. COM 860897107 3,417 78,070 SH   SOLE   76,070 0 2,000
Take-Two Interactive Software, COM 874054109 39,656 287,380 SH   SOLE   142,805 0 144,575
Take-Two Interactive Software, COM 874054109 2,070 15,000 SH   OTR 1 0 0 15,000
Teladoc Health Inc. COM 87918A105 124,484 1,441,625 SH   SOLE   717,980 0 723,645
Teladoc Health Inc. COM 87918A105 4,836 56,000 SH   OTR 1 0 0 56,000
Tencent Holdings Limited COM 88032Q109 1,688 40,875 SH   SOLE   40,875 0 0
Tesla, Inc. COM 88160R101 111,824 422,343 SH   SOLE   220,688 0 201,655
Tesla, Inc. COM 88160R101 4,289 16,200 SH   OTR 1 0 0 16,200
The Estee Lauder Companies Inc COM 518439104 979 6,740 SH   SOLE   6,440 0 300
The Home Depot, Inc. COM 437076102 1,596 7,705 SH   SOLE   7,705 0 0
The Progressive Corporation COM 743315103 857 12,060 SH   SOLE   12,060 0 0
The Trade Desk, Inc. COM 88339J105 51,161 339,015 SH   SOLE   200,230 0 138,785
The Trade Desk, Inc. COM 88339J105 3,018 20,000 SH   OTR 1 0 0 20,000
The Walt Disney Company COM 254687106 768 6,570 SH   SOLE   6,520 0 50
Tilray Inc. COM 88688T100 43,221 300,940 SH   SOLE   182,890 0 118,050
Tilray Inc. COM 88688T100 4,309 30,000 SH   OTR 1 0 0 30,000
Visa Inc. COM 92826C839 7,188 47,890 SH   SOLE   42,765 0 5,125
Wayfair Inc. COM 94419L101 91,268 618,055 SH   SOLE   298,305 0 319,750
Wayfair Inc. COM 94419L101 2,496 16,900 SH   OTR 1 0 0 16,900
XPO Logistics, Inc. COM 983793100 137,468 1,204,060 SH   SOLE   578,485 0 625,575
XPO Logistics, Inc. COM 983793100 5,594 49,000 SH   OTR 1 0 0 49,000
Zillow Group, Inc. Class A, Vo COM 98954M101 503 11,390 SH   SOLE   9,510 0 1,880
Zillow Group, Inc. Class C COM 98954M200 87,872 1,985,819 SH   SOLE   1,003,924 0 981,895
Zillow Group, Inc. Class C COM 98954M200 345 7,800 SH   OTR 1 0 0 78,000
Zoetis Inc. COM 98978V103 1,927 21,045 SH   SOLE   9,310 0 11,735
iShares MSCI KLD 400 Social COM 464288570 316 2,958 SH   SOLE   2,958 0 0
lululemon athletica inc. COM 550021109 52,773 324,775 SH   SOLE   126,175 0 198,600
lululemon athletica inc. COM 550021109 1,495 9,200 SH   OTR 1 0 0 9,200
nLIGHT, Inc. COM 65487K100 1,726 77,725 SH   SOLE   75,425 0 2,300