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
Tesla, Inc. TSLA 88160R101 53,161 79,590 SH   SOLE   79,590 0 0
Applied Materials, Inc. AMAT 038222105 50,227 375,950 SH   SOLE   375,950 0 0
Nvidia Corp. NVDA 67066G104 41,817 78,320 SH   SOLE   78,320 0 0
DraftKings, Inc. Class A DKNG 26142R104 39,323 641,170 SH   SOLE   641,170 0 0
PayPal Holdings, Inc. PYPL 70450Y103 39,109 161,050 SH   SOLE   161,050 0 0
Digital Turbine, Inc. APPS 25400W102 37,615 468,080 SH   SOLE   468,080 0 0
Etsy, Inc. ETSY 29786A106 37,117 184,050 SH   SOLE   184,050 0 0
HubSpot, Inc. HUBS 443573100 36,514 80,390 SH   SOLE   80,390 0 0
Square, Inc. Class A SQ 852234103 36,249 159,650 SH   SOLE   159,650 0 0
Shopify, Inc. Class A (Canada) SHOP 82509L107 36,094 32,620 SH   SOLE   32,620 0 0
Snowflake, Inc. Class A SNOW 833445109 35,259 153,780 SH   SOLE   153,780 0 0
Sea Limited (Singapore) SE 81141R100 34,310 153,700 SH   SOLE   153,700 0 0
Bill.com Holdings, Inc. BILL 090043100 31,460 216,220 SH   SOLE   216,220 0 0
Peloton Interactive, Inc. Class A PTON 70614W100 31,127 276,830 SH   SOLE   276,830 0 0
Pinterest, Inc. Class A PINS 72352L106 30,432 411,080 SH   SOLE   411,080 0 0
Wayfair, Inc. Class A W 94419L101 29,391 93,380 SH   SOLE   93,380 0 0
Penn National Gaming, Inc. PENN 707569109 28,868 275,350 SH   SOLE   275,350 0 0
The Trade Desk, Inc. Class A TTD 88339J105 26,659 40,910 SH   SOLE   40,910 0 0
Chegg, Inc. CHGG 163092109 26,309 307,130 SH   SOLE   307,130 0 0
Zillow, Inc Z 98954M101 25,507 196,750 SH   SOLE   196,750 0 0
Twilio, Inc. Class A TWLO 90138F102 25,404 74,550 SH   SOLE   74,550 0 0
CrowdStrike Holdings, Inc. Class A CRWD 22788C105 22,348 122,450 SH   SOLE   122,450 0 0
Carvana Co. Class A CVNA 146869102 19,273 73,450 SH   SOLE   73,450 0 0
XPeng, Inc. ADR XPEV 98422D105 18,547 508,000 SH   SOLE   508,000 0 0
RH RH 761283100 18,298 30,670 SH   SOLE   30,670 0 0
Volkswagen AG VWAGY 928662600 16,789 462,510 SH   SOLE   462,510 0 0
Sonos, Inc. SONO 83570H108 16,608 443,230 SH   SOLE   443,230 0 0
Pacific Biosciences of California, Inc. PACB 69404D108 13,784 413,800 SH   SOLE   413,800 0 0
Silvergate Capital Corp. SI 82837P408 9,179 64,560 SH   SOLE   64,560 0 0
VanEck Vectors Semiconductor ETF SMH 92189F676 8,739 35,880 SH   SOLE   35,880 0 0
Amazon.com, Inc. AMZN 023135106 31 10 SH   SOLE   10 0 0
Alphabet, Inc. Class A GOOGL 02079K305 21 10 SH   SOLE   10 0 0
MercadoLibre, Inc. (Argentina) MELI 58733R102 15 10 SH   SOLE   10 0 0
Micro Strategy, Inc. MSTR 594972408 7 10 SH   SOLE   10 0 0
ASML Holding N.V. ADR ASML N07059111 6 10 SH   SOLE   10 0 0
Lam Research Corp. LRCX 512807108 6 10 SH   SOLE   10 0 0
Netflix, Inc. NFLX 64110L106 5 10 SH   SOLE   10 0 0
ServiceNow, Inc. NOW 81762P102 5 10 SH   SOLE   10 0 0
Adobe, Inc. ADBE 00724F101 5 10 SH   SOLE   10 0 0
Paycom Software, Inc. PAYC 70432V102 4 10 SH   SOLE   10 0 0
MasterCard, Inc. Class A MA 57636Q104 4 10 SH   SOLE   10 0 0
Roku, Inc. Class A ROKU 77543R102 3 10 SH   SOLE   10 0 0
Zoom Video Communications, Inc. ZM 98980L101 3 10 SH   SOLE   10 0 0
Invesco QQQ ETF QQQ 46090E103 3 10 SH   SOLE   10 0 0
RingCentral, Inc. Class A RNG 76680R206 3 10 SH   SOLE   10 0 0
Facebook, Inc. Class A FB 30303M102 3 10 SH   SOLE   10 0 0
Spotify Technology SA (Luxembourg) SPOT L8681T102 3 10 SH   SOLE   10 0 0
MongoDB, Inc. Class A MDB 60937P106 3 10 SH   SOLE   10 0 0
Veeva Systems, Inc. Class A VEEV 922475108 3 10 SH   SOLE   10 0 0
Coupa Software, Inc. COUP 22266L106 3 10 SH   SOLE   10 0 0
Workday, Inc. Class A WDAY 98138H101 2 10 SH   SOLE   10 0 0
Microsoft Corp. MSFT 594918104 2 10 SH   SOLE   10 0 0
Alibaba Group Holding Ltd. ADR BABA 01609W102 2 10 SH   SOLE   10 0 0
Signature Bank SBNY 82669G104 2 10 SH   SOLE   10 0 0
Okta, Inc. Class A OKTA 679295105 2 10 SH   SOLE   10 0 0
Baidu, Inc. ADR BIDU 056752108 2 10 SH   SOLE   10 0 0
Atlassian Corporation Plc. Class A TEAM G06242104 2 10 SH   SOLE   10 0 0
DocuSign, Inc. DOCU 256163106 2 10 SH   SOLE   10 0 0
Airbnb, Inc. Class A ABNB 009066101 2 10 SH   SOLE   10 0 0
Skyworks Solutions, Inc. SWKS 83088M102 2 10 SH   SOLE   10 0 0
Qorvo, Inc. QRVO 74736K101 2 10 SH   SOLE   10 0 0
Teladoc Health, Inc. TDOC 87918A105 2 10 SH   SOLE   10 0 0
10x Genomics, Inc. TXG 88025U109 2 10 SH   SOLE   10 0 0
Paylocity Holding Corp. PCTY 70438V106 2 10 SH   SOLE   10 0 0
Zscaler, Inc. ZS 98980G102 2 10 SH   SOLE   10 0 0
Match Group, Inc. MTCH 57665R106 1 10 SH   SOLE   10 0 0
Apple, Inc. AAPL 037833100 1 10 SH   SOLE   10 0 0
CRISPR Therapeutics AG CRSP H17182108 1 10 SH   SOLE   10 0 0
Teradyne, Inc. TER 880770102 1 10 SH   SOLE   10 0 0
Taiwan Semiconductor Manufacturing Company Ltd. ADR TSM 874039100 1 10 SH   SOLE   10 0 0
Ambarella, Inc. AMBA G037AX101 1 10 SH   SOLE   10 0 0
Micron Technology, Inc. MU 595112103 1 10 SH   SOLE   10 0 0
Chewy, Inc. Class A CHWY 16679L109 1 10 SH   SOLE   10 0 0
JD.com, Inc. ADR JD 47215P106 1 10 SH   SOLE   10 0 0
Intellia Therapeutics, Inc. NTLA 45826J105 1 10 SH   SOLE   10 0 0
Advanced Micro Devices, Inc. AMD 007903107 1 10 SH   SOLE   10 0 0
Twitter, Inc. TWTR 90184L102 1 10 SH   SOLE   10 0 0
Snap, Inc. Class A SNAP 83304A106 1 10 SH   SOLE   10 0 0
Marvell Technology Group Ltd. (Bermuda) MRVL G5876H105 0 10 SH   SOLE   10 0 0
QuantumScape Corporation QS 74767V109 0 10 SH   SOLE   10 0 0
Magnite, Inc. MGNI 55955D100 0 10 SH   SOLE   10 0 0
NIO, Inc. ADR NIO 62914V106 0 10 SH   SOLE   10 0 0
Invitae Corp. NVTA 46185L103 0 10 SH   SOLE   10 0 0
Plug Power Inc. PLUG 72919P202 0 10 SH   SOLE   10 0 0
Virgin Galactic Holdings, Inc. Class A SPCE 92766K106 0 10 SH   SOLE   10 0 0
Li Auto, Inc. ADR LI 50202M102 0 10 SH   SOLE   10 0 0
Palantir Technologies, Inc. PLTR 69608A108 0 10 SH   SOLE   10 0 0
fuboTV, Inc. FUBO 35953D104 0 10 SH   SOLE   10 0 0
Skillz, Inc. SKLZ 83067L109 0 10 SH   SOLE   10 0 0
Fisker Inc. FSR 33813J106 0 10 SH   SOLE   10 0 0