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
Apple, Inc. AAPL 037833100 71,013 535,180 SH   SOLE   535,180 0 0
Tesla, Inc. TSLA 88160R101 67,321 95,400 SH   SOLE   95,400 0 0
Square, Inc. SQ 852234103 55,779 256,290 SH   SOLE   256,290 0 0
CrowdStrike Holdings, Inc. Class A CRWD 22788C105 52,101 245,970 SH   SOLE   245,970 0 0
Roku, Inc. ROKU 77543R102 45,742 137,770 SH   SOLE   137,770 0 0
ServiceNow, Inc. NOW 81762P102 45,262 82,230 SH   SOLE   82,230 0 0
Chegg, Inc. CHGG 163092109 44,065 487,820 SH   SOLE   487,820 0 0
Peloton Interactive, Inc. PTON 70614W100 43,322 285,540 SH   SOLE   285,540 0 0
PayPal Holdings, Inc. PYPL 70450Y103 39,264 167,650 SH   SOLE   167,650 0 0
Snap Inc. SNAP 83304A106 38,160 762,130 SH   SOLE   762,130 0 0
Okta, Inc. OKTA 679295105 37,854 148,880 SH   SOLE   148,880 0 0
Zscaler Ord ZS 98980G102 37,703 188,790 SH   SOLE   188,790 0 0
Coupa Software, Inc. COUP 22266L106 36,951 109,030 SH   SOLE   109,030 0 0
Shopify, Inc. Class A SHOP 82509L107 36,279 32,050 SH   SOLE   32,050 0 0
Twitter, Inc. TWTR 90184L102 27,989 516,880 SH   SOLE   516,880 0 0
RingCentral, Inc. RNG 76680R206 27,790 73,330 SH   SOLE   73,330 0 0
Unity Software Inc. U 91332U101 26,346 171,670 SH   SOLE   171,670 0 0
Sea Limited SE 81141R100 24,346 122,310 SH   SOLE   122,310 0 0
NIO Limited NIO 62914V106 23,603 484,260 SH   SOLE   484,260 0 0
Snowflake Inc. SNOW 833445109 23,570 83,760 SH   SOLE   83,760 0 0
Zillow, Inc Z 98954M101 21,374 164,670 SH   SOLE   164,670 0 0
Paycom Software, Inc. PAYC 70432V102 19,148 42,340 SH   SOLE   42,340 0 0
Digital Turbine, Inc. APPS 25400W102 17,964 317,610 SH   SOLE   317,610 0 0
DraftKings Inc. DKNG 26142R104 16,584 356,190 SH   SOLE   356,190 0 0
Paylocity Holding Corp. PCTY 70438V106 15,023 72,960 SH   SOLE   72,960 0 0
The Trade Desk, Inc. TTD 88339J105 14,362 17,930 SH   SOLE   17,930 0 0
Twilio, Inc. Class A TWLO 90138F102 13,560 40,060 SH   SOLE   40,060 0 0
Marvell Technology Group Ltd. MRVL G5876H105 9,437 198,500 SH   SOLE   198,500 0 0
Qorvo, Inc. QRVO 74736K101 9,421 56,660 SH   SOLE   56,660 0 0
Amazon.com, Inc. AMZN 023135106 33 10 SH   SOLE   10 0 0
Alphabet, Inc. Class A GOOGL 02079K305 18 10 SH   SOLE   10 0 0
MercadoLibre, Inc. MELI 58733R102 17 10 SH   SOLE   10 0 0
Netflix, Inc. NFLX 64110L106 5 10 SH   SOLE   10 0 0
Nvidia Corp. NVDA 67066G104 5 10 SH   SOLE   10 0 0
Adobe, Inc. ADBE 00724F101 5 10 SH   SOLE   10 0 0
ASML Holding N.V. ASML N07059111 5 10 SH   SOLE   10 0 0
Lam Research Corp. LRCX 512807108 5 10 SH   SOLE   10 0 0
RH RH 761283100 4 10 SH   SOLE   10 0 0
MongoDB, Inc. Class A MDB 60937P106 4 10 SH   SOLE   10 0 0
MasterCard, Inc. Class A MA 57636Q104 4 10 SH   SOLE   10 0 0
Lululemon Athletica, Inc. LULU 550021109 3 10 SH   SOLE   10 0 0
Zoom Video Communications, Inc. ZM 98980L101 3 10 SH   SOLE   10 0 0
Spotify Technology SA (Luxembourg) SPOT L8681T102 3 10 SH   SOLE   10 0 0
Invesco QQQ Trust ETF QQQ 46090E103 3 10 SH   SOLE   10 0 0
Facebook, Inc. Class A FB 30303M102 3 10 SH   SOLE   10 0 0
Veeva Systems, Inc. Class A VEEV 922475108 3 10 SH   SOLE   10 0 0
Workday, Inc. (Class A) WDAY 98138H101 2 10 SH   SOLE   10 0 0
Carvava Co. CVNA 146869102 2 10 SH   SOLE   10 0 0
Atlassian Corporation Plc. TEAM G06242104 2 10 SH   SOLE   10 0 0
Alibaba Group Holding Ltd. BABA 01609W102 2 10 SH   SOLE   10 0 0
Wayfair, Inc. Class A W 94419L101 2 10 SH   SOLE   10 0 0
Microsoft Corp. MSFT 594918104 2 10 SH   SOLE   10 0 0
DocuSign, Inc. DOCU 256163106 2 10 SH   SOLE   10 0 0
VanEck Vectors Semiconductor ETF SMH 92189F676 2 10 SH   SOLE   10 0 0
Global Payments, Inc. GPN 37940X102 2 10 SH   SOLE   10 0 0
Teladoc Health, Inc. TDOC 87918A105 2 10 SH   SOLE   10 0 0
Pinduoduo Inc. PDD 722304102 2 10 SH   SOLE   10 0 0
Skyworks Soltuions, Inc. SWKS 83088M102 2 10 SH   SOLE   10 0 0
Qualcomm, Inc. QCOM 747525103 2 10 SH   SOLE   10 0 0
Airbnb, Inc. ABNB 009066101 1 10 SH   SOLE   10 0 0
Teradyne, Inc. TER 880770102 1 10 SH   SOLE   10 0 0
Fiserv, Inc. FISV 337738108 1 10 SH   SOLE   10 0 0
Taiwan Semiconductor Manufacturing Co., Ltd. ADR TSM 874039100 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
Chewy, Inc. CHWY 16679L109 1 10 SH   SOLE   10 0 0
JD.com, Inc. JD 47215P106 1 10 SH   SOLE   10 0 0
Penn National Gaming, Inc. PENN 707569109 1 10 SH   SOLE   10 0 0
Applied Materials, Inc. AMAT 038222105 1 10 SH   SOLE   10 0 0
Micron Technology, Inc. MU 595112103 1 10 SH   SOLE   10 0 0
Pinterest, Inc. PINS 72352L106 1 10 SH   SOLE   10 0 0
XPeng Inc. XPEV 98422D105 0 10 SH   SOLE   10 0 0
Li Auto Inc. LI 50202M102 0 10 SH   SOLE   10 0 0
Virgin Galactic Holdings, Inc. SPCE 92766K106 0 10 SH   SOLE   10 0 0
Palantir Technologies Inc. PLTR 69608A108 0 10 SH   SOLE   10 0 0