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
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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
Amazon.Com, Inc. AMZN 023135106 52,638 19,080 SH   SOLE   19,080 0 0
Apple, Inc. AAPL 037833100 49,142 134,710 SH   SOLE   134,710 0 0
Microsoft Corp. MSFT 594918104 44,070 216,550 SH   SOLE   216,550 0 0
Tesla, Inc. TSLA 88160R101 33,766 31,270 SH   SOLE   31,270 0 0
Shopify Inc. SHOP 82509L107 33,630 35,430 SH   SOLE   35,430 0 0
Nvidia Corp. NVDA 67066G104 26,947 70,930 SH   SOLE   70,930 0 0
Square, Inc. SQ 852234103 24,717 235,530 SH   SOLE   235,530 0 0
VanEck Vectors Semiconductor ETF SMH 92189F676 22,081 144,510 SH   SOLE   144,510 0 0
RingCentral, Inc. RNG 76680R206 21,974 77,100 SH   SOLE   77,100 0 0
Splunk, Inc. SPLK 848637104 21,243 106,910 SH   SOLE   106,910 0 0
Twilio Inc. TWLO 90138F102 20,593 93,850 SH   SOLE   93,850 0 0
Coupa Software Inc. Ord COUP 22266L106 19,232 69,420 SH   SOLE   69,420 0 0
Zoom Video Communications, Inc. ZM 98980L101 19,074 75,230 SH   SOLE   75,230 0 0
The Trade Desk, Inc. TTD 88339J105 18,593 45,740 SH   SOLE   45,740 0 0
Crowdstrike Holdings Cl A Ord CRWD 22788C105 17,243 171,930 SH   SOLE   171,930 0 0
Adobe Inc. ADBE 00724F101 17,029 39,120 SH   SOLE   39,120 0 0
PayPal Holdings, Inc. PYPL 70450Y103 16,752 96,150 SH   SOLE   96,150 0 0
Peloton Interactive, Inc. PTON 70614W100 16,376 283,470 SH   SOLE   283,470 0 0
Datadog, Inc. DDOG 23804L103 16,123 185,430 SH   SOLE   185,430 0 0
Netflix, Inc. NFLX 64110L106 16,008 35,180 SH   SOLE   35,180 0 0
Mercadolibre, Inc MELI 58733R102 15,900 16,130 SH   SOLE   16,130 0 0
RH RH 761283100 15,740 63,240 SH   SOLE   63,240 0 0
Lululemon Athletica Inc. LULU 550021109 11,791 37,790 SH   SOLE   37,790 0 0
Wayfair Inc. W 94419L101 20 100 SH   SOLE   100 0 0
Alphabet, Inc. GOOGL 02079K305 14 10 SH   SOLE   10 0 0
DexCom, Inc. DXCM 252131107 4 10 SH   SOLE   10 0 0
Servicenow, Inc. NOW 81762P102 4 10 SH   SOLE   10 0 0
ASML Holding N.V. ASML N07059111 4 10 SH   SOLE   10 0 0
Lam Research Corp. LRCX 512807108 3 10 SH   SOLE   10 0 0
Paycom Software, Inc. PAYC 70432V102 3 10 SH   SOLE   10 0 0
Mastercard, Inc. MA 57636Q104 3 10 SH   SOLE   10 0 0
Spotify Technology S.A. (Luxembourg) SPOT L8681T102 3 10 SH   SOLE   10 0 0
Invesco QQQ Trust QQQ 46090E103 2 10 SH   SOLE   10 0 0
Veeva Systems Inc- Class A VEEV 922475108 2 10 SH   SOLE   10 0 0
Facebook, Inc. FB 30303M102 2 10 SH   SOLE   10 0 0
Mongodb Cl A Ord MDB 60937P106 2 10 SH   SOLE   10 0 0
Alibaba Group Holding Limited BABA 01609W102 2 10 SH   SOLE   10 0 0
Okta, Inc. OKTA 679295105 2 10 SH   SOLE   10 0 0
Salesforce.Com, Inc. CRM 79466L302 2 10 SH   SOLE   10 0 0
Atlassian Corporation Plc TEAM G06242104 2 10 SH   SOLE   10 0 0
DocuSign, Inc. DOCU 256163106 2 10 SH   SOLE   10 0 0
Global Payments Inc GPN 37940X102 2 10 SH   SOLE   10 0 0
Alteryx, Inc. AYX 2156B1035 2 10 SH   SOLE   10 0 0
Paylocity Holding Corp. PCTY 70438V106 1 10 SH   SOLE   10 0 0
Skyworks Soltuions Inc SWKS 83088M102 1 10 SH   SOLE   10 0 0
Inphi Corporation IPHI 45772F107 1 10 SH   SOLE   10 0 0
Roku, Inc. ROKU 77543R102 1 10 SH   SOLE   10 0 0
Qorvo, Inc. QRVO 74736K101 1 10 SH   SOLE   10 0 0
Qualcomm, Inc. QCOM 747525103 1 10 SH   SOLE   10 0 0
Teradyne Inc. TER 880770102 1 10 SH   SOLE   10 0 0
Applied Materials, Inc. AMAT 038222105 1 10 SH   SOLE   10 0 0
JD.com, Inc. JD 47215P106 1 10 SH   SOLE   10 0 0
Intel Corp. INTC 458140100 1 10 SH   SOLE   10 0 0
Taiwan Semiconductor TSM 874039100 1 10 SH   SOLE   10 0 0
Advanced Micro Devices Inc. AMD 007903107 1 10 SH   SOLE   10 0 0
Micron Technology, Inc. MU 595112103 1 10 SH   SOLE   10 0 0
Chewy, Inc. CHWY 16679L109 0 10 SH   SOLE   10 0 0
Western Digital Corp. WDC 958102105 0 10 SH   SOLE   10 0 0
Marvell Technology Group Ltd. MRVL G5876H105 0 10 SH   SOLE   10 0 0
Lattice Semiconductor Corp. LSCC 518415104 0 10 SH   SOLE   10 0 0
Virgin Galactic Holdings, Inc. SPCE 92766K106 0 10 SH   SOLE   10 0 0