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
2U, Inc. COM 90214J101 44,111 1,171,925 SH   SOLE   568,960 0 602,965
2U, Inc. COM 90214J101 3,809 101,200 SH   OTR 1 0 0 101,200
Abbott Laboratories COM 002824100 859 10,217 SH   SOLE   10,217 0 0
Adobe Inc. COM 00724F101 63,410 215,206 SH   SOLE   98,520 0 116,686
Adobe Inc. COM 00724F101 5,156 17,500 SH   OTR 1 0 0 17,500
Alibaba Group Holding Limited COM 01609W102 61,106 360,612 SH   SOLE   173,312 0 187,300
Alibaba Group Holding Limited COM 01609W102 5,084 30,000 SH   OTR 1 0 0 30,000
Alphabet Inc. Class A COM 02079K305 7,115 6,571 SH   SOLE   4,582 0 1,989
Alphabet Inc. Class C COM 02079K107 634 587 SH   SOLE   562 0 25
Amazon.com, Inc. COM 023135106 186,293 98,379 SH   SOLE   51,199 0 47,180
Amazon.com, Inc. COM 023135106 12,687 6,700 SH   OTR 1 0 0 6,700
Amgen Inc. COM 031162100 435 2,360 SH   SOLE   2,335 0 25
Amphenol Corporation COM 032095101 586 6,110 SH   SOLE   6,110 0 0
Apple Inc. COM 037833100 3,333 16,840 SH   SOLE   11,985 0 4,855
Atlassian Corporation Plc COM G06242104 7,761 59,315 SH   SOLE   33,340 0 25,975
Atlassian Corporation Plc COM G06242104 1,963 15,000 SH   OTR 1 0 0 15,000
Axon Enterprise, Inc. COM 05464C101 4,703 73,250 SH   SOLE   71,400 0 1,850
Becton, Dickinson and Company COM 075887109 2,281 9,050 SH   SOLE   3,550 0 5,500
BioMarin Pharmaceutical Inc. COM 09061G101 49,150 573,845 SH   SOLE   242,645 0 331,200
BioMarin Pharmaceutical Inc. COM 09061G101 5,512 64,350 SH   OTR 1 0 0 64,350
BlackRock, Inc. COM 09247X101 990 2,110 SH   SOLE   2,060 0 50
Booking Holdings Inc. COM 09857L108 1,594 850 SH   SOLE   0 0 850
Chegg, Inc. COM 163092109 39,233 1,016,650 SH   SOLE   571,925 0 444,725
Chegg, Inc. COM 163092109 4,430 114,800 SH   OTR 1 0 0 114,800
Chewy, Inc. COM 16679L109 12,940 369,700 SH   SOLE   172,600 0 197,100
Chewy, Inc. COM 16679L109 1,316 37,600 SH   OTR 1 0 0 37,600
CoStar Group, Inc. COM 22160N109 58,578 105,725 SH   SOLE   52,935 0 52,790
CoStar Group, Inc. COM 22160N109 5,541 10,000 SH   OTR 1 0 0 10,000
Comcast Corporation Class A COM 20030N101 466 11,020 SH   SOLE   11,020 0 0
Constellation Brands, Inc. COM 21036P108 2,662 13,515 SH   SOLE   4,180 0 9,335
Costco Wholesale Corporation COM 22160K105 819 3,100 SH   SOLE   3,100 0 0
CyrusOne Inc. COM 23283R100 645 11,175 SH   SOLE   10,975 0 200
Ecolab Inc. COM 278865100 777 3,935 SH   SOLE   3,835 0 100
Etsy, Inc. COM 29786A106 3,143 51,210 SH   SOLE   50,610 0 600
Exact Sciences Corporation COM 30063P105 193,425 1,638,643 SH   SOLE   797,708 0 840,935
Exact Sciences Corporation COM 30063P105 12,961 109,800 SH   OTR 1 0 0 109,800
Facebook, Inc. COM 30303M102 107,362 556,279 SH   SOLE   282,469 0 273,810
Facebook, Inc. COM 30303M102 7,759 40,200 SH   OTR 1 0 0 40,200
FedEx Corporation COM 31428X106 552 3,365 SH   SOLE   3,340 0 25
Goosehead Insurance, Inc. COM 38267D109 3,227 67,500 SH   SOLE   27,400 0 40,100
Goosehead Insurance, Inc. COM 38267D109 320 6,700 SH   OTR 1 0 0 6,700
International Flavors & Fragra COM 459506101 668 4,605 SH   SOLE   4,605 0 0
Intuit Inc. COM 461202103 2,124 8,129 SH   SOLE   3,100 0 5,029
JPMorgan Chase & Co. COM 46625H100 2,042 18,265 SH   SOLE   18,015 0 250
Johnson & Johnson COM 478160104 1,056 7,585 SH   SOLE   7,435 0 150
Jumia Technologies AG COM 48138M105 2,011 76,100 SH   SOLE   76,100 0 0
Lyft, Inc. COM 55087P104 32,202 490,060 SH   SOLE   277,195 0 212,865
Lyft, Inc. COM 55087P104 3,397 51,700 SH   OTR 1 0 0 51,700
Medidata Solutions, Inc. COM 58471A105 35,050 387,251 SH   SOLE   196,971 0 190,280
Medidata Solutions, Inc. COM 58471A105 2,896 32,000 SH   OTR 1 0 0 32,000
MercadoLibre, Inc. COM 58733R102 145,379 237,636 SH   SOLE   126,746 0 110,890
MercadoLibre, Inc. COM 58733R102 11,195 18,300 SH   OTR 1 0 0 18,300
Microsoft Corporation COM 594918104 5,885 43,934 SH   SOLE   31,934 0 12,000
MongoDB, Inc. COM 60937P106 2,055 13,513 SH   SOLE   13,513 0 0
Monolithic Power Systems, Inc. COM 609839105 49,698 366,015 SH   SOLE   174,220 0 191,795
NVIDIA Corporation COM 67066G104 88,436 538,490 SH   SOLE   270,032 0 268,458
NVIDIA Corporation COM 67066G104 7,341 44,700 SH   OTR 1 0 0 44,700
Netflix, Inc. COM 64110L106 169,413 461,213 SH   SOLE   241,955 0 219,258
Netflix, Inc. COM 64110L106 11,313 30,800 SH   OTR 1 0 0 30,800
New Relic, Inc. COM 64829B100 29,428 340,170 SH   SOLE   190,305 0 149,865
New Relic, Inc. COM 64829B100 3,028 35,000 SH   OTR 1 0 0 35,000
Okta, Inc. COM 679295105 121,472 983,501 SH   SOLE   505,951 0 477,550
Okta, Inc. COM 679295105 8,572 69,400 SH   OTR 1 0 0 69,400
PACCAR Inc COM 693718108 610 8,510 SH   SOLE   7,110 0 1,400
PayPal Holdings, Inc. COM 70450Y103 112,881 986,205 SH   SOLE   503,960 0 482,245
PayPal Holdings, Inc. COM 70450Y103 8,688 75,900 SH   OTR 1 0 0 75,900
Paychex, Inc. COM 704326107 812 9,870 SH   SOLE   9,820 0 50
Paylocity Holding Corporation COM 70438V106 57,775 615,805 SH   SOLE   290,330 0 325,475
Paylocity Holding Corporation COM 70438V106 5,348 57,000 SH   OTR 1 0 0 57,000
Pinterest, Inc. COM 72352L106 1,780 65,395 SH   SOLE   65,395 0 0
Pluralsight, Inc. COM 72941B106 39,879 1,315,285 SH   SOLE   746,085 0 569,200
Pluralsight, Inc. COM 72941B106 4,093 135,000 SH   OTR 1 0 0 135,000
SPDR S&P 500 ETF Trust COM 78462F103 659 2,249 SH   SOLE   2,249 0 0
ServiceNow, Inc. COM 81762P102 88,686 322,999 SH   SOLE   167,929 0 155,070
ServiceNow, Inc. COM 81762P102 6,178 22,500 SH   OTR 1 0 0 22,500
Shake Shack Inc. COM 819047101 57,013 789,655 SH   SOLE   373,435 0 416,220
Shake Shack Inc. COM 819047101 5,025 69,600 SH   OTR 1 0 0 69,600
Shopify Inc. COM 82509L107 177,638 591,831 SH   SOLE   284,091 0 307,740
Shopify Inc. COM 82509L107 12,336 41,100 SH   OTR 1 0 0 41,100
Spotify Technology S.A. COM L8681T102 2,843 19,440 SH   SOLE   19,000 0 440
Square, Inc. COM 852234103 48,228 664,933 SH   SOLE   408,273 0 256,660
Square, Inc. COM 852234103 4,381 60,400 SH   OTR 1 0 0 60,400
Starbucks Corporation COM 855244109 1,185 14,130 SH   SOLE   13,630 0 500
Sunrun Inc. COM 86771W105 313 16,666 SH   SOLE   16,666 0 0
Teladoc Health, Inc. COM 87918A105 120,582 1,815,720 SH   SOLE   875,850 0 939,870
Teladoc Health, Inc. COM 87918A105 10,599 159,600 SH   OTR 1 0 0 159,600
Tencent Holdings Limited COM 88032Q109 2,840 62,920 SH   SOLE   62,920 0 0
Tesla, Inc. COM 88160R101 98,750 441,912 SH   SOLE   236,537 0 205,375
Tesla, Inc. COM 88160R101 900 4,030 SH   OTR 1 0 0 40,300
The Boeing Company COM 097023105 996 2,736 SH   SOLE   2,736 0 0
The Charles Schwab Corporation COM 808513105 37,011 920,900 SH   SOLE   406,834 0 514,066
The Estee Lauder Companies Inc COM 518439104 1,296 7,075 SH   SOLE   6,775 0 300
The Home Depot, Inc. COM 437076102 1,703 8,190 SH   SOLE   8,190 0 0
The Progressive Corporation COM 743315103 938 11,735 SH   SOLE   11,735 0 0
The RealReal, Inc. COM 88339P101 769 26,600 SH   SOLE   26,600 0 0
The Trade Desk, Inc. COM 88339J105 142,333 624,870 SH   SOLE   329,240 0 295,630
The Trade Desk, Inc. COM 88339J105 10,501 46,100 SH   OTR 1 0 0 46,100
The Walt Disney Company COM 254687106 959 6,865 SH   SOLE   6,815 0 50
Tilray, Inc. COM 88688T100 36,152 776,455 SH   SOLE   517,980 0 258,475
Tilray, Inc. COM 88688T100 6,211 133,400 SH   OTR 1 0 0 133,400
Tyson Foods, Inc. COM 902494103 606 7,510 SH   SOLE   7,440 0 70
Uber Technologies, Inc. COM 90353T100 28,768 620,265 SH   SOLE   323,575 0 296,690
Uber Technologies, Inc. COM 90353T100 3,395 73,200 SH   OTR 1 0 0 73,200
Visa Inc. COM 92826C839 9,009 51,908 SH   SOLE   46,783 0 5,125
Wayfair Inc. COM 94419L101 71,561 490,145 SH   SOLE   247,920 0 242,225
Wayfair Inc. COM 94419L101 5,212 35,700 SH   OTR 1 0 0 35,700
Zillow Group, Inc. Class A, Vo COM 98954M101 618 13,515 SH   SOLE   11,135 0 2,380
Zillow Group, Inc. Class C COM 98954M200 102,382 2,206,979 SH   SOLE   1,129,309 0 1,077,670
Zillow Group, Inc. Class C COM 98954M200 7,807 168,300 SH   OTR 1 0 0 168,300
Zoetis Inc. COM 98978V103 2,475 21,805 SH   SOLE   9,920 0 11,885
iQIYI, Inc. COM 46267X108 260 12,601 SH   SOLE   12,601 0 0
iShares MSCI KLD 400 Social COM 464288570 577 5,278 SH   SOLE   5,278 0 0
lululemon athletica inc. COM 550021109 48,853 271,090 SH   SOLE   94,860 0 176,230
lululemon athletica inc. COM 550021109 4,289 23,800 SH   OTR 1 0 0 23,800