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
MasterCard, Inc. Class A MA 57636Q104 55,017 162,690 SH   SOLE   162,690 0 0
Amazon.com, Inc. AMZN 023135106 42,193 13,400 SH   SOLE   13,400 0 0
Square, Inc. SQ 852234103 40,477 249,010 SH   SOLE   249,010 0 0
Nvidia Corp. NVDA 67066G104 39,282 72,580 SH   SOLE   72,580 0 0
Tesla, Inc. TSLA 88160R101 36,933 86,090 SH   SOLE   86,090 0 0
PayPal Holdings, Inc. PYPL 70450Y103 34,472 174,960 SH   SOLE   174,960 0 0
ServiceNow, Inc. NOW 81762P102 32,049 66,080 SH   SOLE   66,080 0 0
Zillow, Inc Z 98954M101 31,942 314,420 SH   SOLE   314,420 0 0
Peloton Interactive, Inc. PTON 70614W100 31,929 321,740 SH   SOLE   321,740 0 0
Shopify, Inc. Class A SHOP 82509L107 30,945 30,250 SH   SOLE   30,250 0 0
Qualcomm, Inc. QCOM 747525103 27,814 236,350 SH   SOLE   236,350 0 0
Adobe, Inc. ADBE 00724F101 26,969 54,990 SH   SOLE   54,990 0 0
Marvell Technology Group Ltd. MRVL G5876H105 26,925 678,200 SH   SOLE   678,200 0 0
DraftKings Inc. DKNG 26142R104 24,921 423,530 SH   SOLE   423,530 0 0
The Trade Desk, Inc. TTD 88339J105 21,581 41,600 SH   SOLE   41,600 0 0
Veeva Systems, Inc. Class A VEEV 922475108 20,977 74,600 SH   SOLE   74,600 0 0
Coupa Software, Inc. COUP 22266L106 20,903 76,220 SH   SOLE   76,220 0 0
Inphi Corp. IPHI 45772F107 20,776 185,090 SH   SOLE   185,090 0 0
Sea Limited SE 81141R100 20,469 132,880 SH   SOLE   132,880 0 0
CrowdStrike Holdings, Inc. Class A CRWD 22788C105 20,156 146,780 SH   SOLE   146,780 0 0
Penn National Gaming, Inc. PENN 707569109 18,844 259,200 SH   SOLE   259,200 0 0
Zscaler Ord ZS 98980G102 18,843 133,930 SH   SOLE   133,930 0 0
DocuSign, Inc. DOCU 256163106 18,605 86,440 SH   SOLE   86,440 0 0
Digital Turbine, Inc. APPS 25400W102 15,351 468,880 SH   SOLE   468,880 0 0
Alibaba Group Holding Ltd. BABA 01609W102 14,658 49,860 SH   SOLE   49,860 0 0
Apple, Inc. AAPL 037833100 14,006 120,940 SH   SOLE   120,940 0 0
Alphabet, Inc. Class A GOOGL 02079K305 15 10 SH   SOLE   10 0 0
MercadoLibre, Inc. MELI 58733R102 11 10 SH   SOLE   10 0 0
Netflix, Inc. NFLX 64110L106 5 10 SH   SOLE   10 0 0
Zoom Video Communications, Inc. ZM 98980L101 5 10 SH   SOLE   10 0 0
DexCom, Inc. DXCM 252131107 4 10 SH   SOLE   10 0 0
RH RH 761283100 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
Lululemon Athletica, Inc. LULU 550021109 3 10 SH   SOLE   10 0 0
Paycom Software, Inc. PAYC 70432V102 3 10 SH   SOLE   10 0 0
Wayfair, Inc. Class A W 94419L101 3 10 SH   SOLE   10 0 0
Invesco QQQ Trust ETF QQQ 46090E103 3 10 SH   SOLE   10 0 0
RingCentral, Inc. RNG 76680R206 3 10 SH   SOLE   10 0 0
Facebook, Inc. Class A FB 30303M102 3 10 SH   SOLE   10 0 0
Salesforce.com, Inc. CRM 79466L302 3 10 SH   SOLE   10 0 0
Twilio, Inc. Class A TWLO 90138F102 2 10 SH   SOLE   10 0 0
Spotify Technology SA (Luxembourg) SPOT L8681T102 2 10 SH   SOLE   10 0 0
MongoDB, Inc. Class A MDB 60937P106 2 10 SH   SOLE   10 0 0
Teladoc Health, Inc. TDOC 87918A105 2 10 SH   SOLE   10 0 0
Okta, Inc. OKTA 679295105 2 10 SH   SOLE   10 0 0
Microsoft Corp. MSFT 594918104 2 10 SH   SOLE   10 0 0
Roku, Inc. ROKU 77543R102 2 10 SH   SOLE   10 0 0
Splunk, Inc. SPLK 848637104 2 10 SH   SOLE   10 0 0
Atlassian Corporation Plc. TEAM G06242104 2 10 SH   SOLE   10 0 0
Global Payments, Inc. GPN 37940X102 2 10 SH   SOLE   10 0 0
VanEck Vectors Semiconductor ETF SMH 92189F676 2 10 SH   SOLE   10 0 0
Paylocity Holding Corp. PCTY 70438V106 2 10 SH   SOLE   10 0 0
Skyworks Soltuions, Inc. SWKS 83088M102 1 10 SH   SOLE   10 0 0
Livongo Health, Inc. LVGO 539183103 1 10 SH   SOLE   10 0 0
Qorvo, Inc. QRVO 74736K101 1 10 SH   SOLE   10 0 0
Fiserv, Inc. FISV 337738108 1 10 SH   SOLE   10 0 0
Datadog, Inc. DDOG 23804L103 1 10 SH   SOLE   10 0 0
Advanced Micro Devices, Inc. AMD 007903107 1 10 SH   SOLE   10 0 0
Taiwan Semiconductor Manufacturing Co., Ltd. ADR TSM 874039100 1 10 SH   SOLE   10 0 0
Teradyne, Inc. TER 880770102 1 10 SH   SOLE   10 0 0
JD.com, Inc. JD 47215P106 1 10 SH   SOLE   10 0 0
Chegg, Inc. CHGG 163092109 1 10 SH   SOLE   10 0 0
Applied Materials, Inc. AMAT 038222105 1 10 SH   SOLE   10 0 0
Chewy, Inc. CHWY 16679L109 1 10 SH   SOLE   10 0 0
Intel Corp. INTC 458140100 1 10 SH   SOLE   10 0 0
Micron Technology, Inc. MU 595112103 0 10 SH   SOLE   10 0 0
Western Digital Corp. WDC 958102105 0 10 SH   SOLE   10 0 0
Virgin Galactic Holdings, Inc. SPCE 92766K106 0 10 SH   SOLE   10 0 0