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
Roku, Inc. Class A ROKU 77543R102 67,152 146,220 SH   SOLE   146,220 0 0
Shopify, Inc. Class A (Canada) SHOP 82509L107 51,982 35,580 SH   SOLE   35,580 0 0
PayPal Holdings, Inc. PYPL 70450Y103 48,878 167,690 SH   SOLE   167,690 0 0
Square, Inc. Class A SQ 852234103 42,511 174,370 SH   SOLE   174,370 0 0
Tesla, Inc. TSLA 88160R101 42,182 62,060 SH   SOLE   62,060 0 0
CrowdStrike Holdings, Inc. Class A CRWD 22788C105 41,735 166,070 SH   SOLE   166,070 0 0
Twilio, Inc. Class A TWLO 90138F102 35,557 90,210 SH   SOLE   90,210 0 0
Snap, Inc. Class A SNAP 83304A106 34,384 504,610 SH   SOLE   504,610 0 0
Sea Limited (Singapore) SE 81141R100 32,996 120,160 SH   SOLE   120,160 0 0
Nvidia Corp. NVDA 67066G104 32,268 40,330 SH   SOLE   40,330 0 0
Spotify Technology SA (Luxembourg) SPOT L8681T102 31,249 113,390 SH   SOLE   113,390 0 0
Amazon.com, Inc. AMZN 023135106 29,585 8,600 SH   SOLE   8,600 0 0
Microsoft Corp. MSFT 594918104 25,898 95,600 SH   SOLE   95,600 0 0
Facebook, Inc. Class A FB 30303M102 25,327 72,840 SH   SOLE   72,840 0 0
DocuSign, Inc. DOCU 256163106 23,308 83,370 SH   SOLE   83,370 0 0
Zoom Video Communications, Inc. ZM 98980L101 23,288 60,170 SH   SOLE   60,170 0 0
MongoDB, Inc. Class A MDB 60937P106 23,141 64,010 SH   SOLE   64,010 0 0
HubSpot, Inc. HUBS 443573100 22,831 39,180 SH   SOLE   39,180 0 0
Digital Turbine, Inc. APPS 25400W102 22,681 298,320 SH   SOLE   298,320 0 0
Pinterest, Inc. Class A PINS 72352L106 22,503 285,030 SH   SOLE   285,030 0 0
Zscaler, Inc. ZS 98980G102 22,332 103,360 SH   SOLE   103,360 0 0
Peloton Interactive, Inc. Class A PTON 70614W100 21,128 170,360 SH   SOLE   170,360 0 0
Unity Software Inc. U 91332U101 19,259 175,350 SH   SOLE   175,350 0 0
RingCentral, Inc. Class A RNG 76680R206 17,275 59,450 SH   SOLE   59,450 0 0
MercadoLibre, Inc. (Argentina) MELI 58733R102 17,198 11,040 SH   SOLE   11,040 0 0
Coinbase Global, Inc. COIN 19260Q107 17,047 67,300 SH   SOLE   67,300 0 0
Chewy, Inc. Class A CHWY 16679L109 16,692 209,410 SH   SOLE   209,410 0 0
CRISPR Therapeutics AG CRSP H17182108 9,215 56,920 SH   SOLE   56,920 0 0
Li Auto, Inc. ADR LI 50202M102 8,624 246,820 SH   SOLE   246,820 0 0
10x Genomics, Inc. TXG 88025U109 8,432 43,060 SH   SOLE   43,060 0 0
NIO, Inc. ADR NIO 62914V106 6,834 128,460 SH   SOLE   128,460 0 0
XPeng, Inc. ADR XPEV 98422D105 6,440 144,980 SH   SOLE   144,980 0 0
Fisker Inc. FSR 33813J106 4,212 218,470 SH   SOLE   218,470 0 0
Alphabet, Inc. Class A GOOGL 02079K305 24 10 SH   SOLE   10 0 0
The Trade Desk, Inc. Class A TTD 88339J105 8 100 SH   SOLE   100 0 0
ASML Holding N.V. ADR ASML N07059111 7 10 SH   SOLE   10 0 0
RH RH 761283100 7 10 SH   SOLE   10 0 0
Micro Strategy, Inc. MSTR 594972408 7 10 SH   SOLE   10 0 0
Lam Research Corp. LRCX 512807108 7 10 SH   SOLE   10 0 0
Adobe, Inc. ADBE 00724F101 6 10 SH   SOLE   10 0 0
ServiceNow, Inc. NOW 81762P102 6 10 SH   SOLE   10 0 0
Netflix, Inc. NFLX 64110L106 5 10 SH   SOLE   10 0 0
Palo Alto Networks, Inc. PANW 697435105 4 10 SH   SOLE   10 0 0
MasterCard, Inc. Class A MA 57636Q104 4 10 SH   SOLE   10 0 0
Paycom Software, Inc. PAYC 70432V102 4 10 SH   SOLE   10 0 0
Invesco QQQ ETF QQQ 46090E103 4 10 SH   SOLE   10 0 0
Wayfair, Inc. Class A W 94419L101 3 10 SH   SOLE   10 0 0
Veeva Systems, Inc. Class A VEEV 922475108 3 10 SH   SOLE   10 0 0
Carvana Co. Class A CVNA 146869102 3 10 SH   SOLE   10 0 0
VanEck Vectors Semiconductor ETF SMH 92189F676 3 10 SH   SOLE   10 0 0
Coupa Software, Inc. COUP 22266L106 3 10 SH   SOLE   10 0 0
Atlassian Corporation Plc. Class A TEAM G06242104 3 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
Snowflake, Inc. Class A SNOW 833445109 2 10 SH   SOLE   10 0 0
Workday, Inc. Class A WDAY 98138H101 2 10 SH   SOLE   10 0 0
Alibaba Group Holding Ltd. ADR BABA 01609W102 2 10 SH   SOLE   10 0 0
Etsy, Inc. ETSY 29786A106 2 10 SH   SOLE   10 0 0
Baidu, Inc. ADR BIDU 056752108 2 10 SH   SOLE   10 0 0
Qorvo, Inc. QRVO 74736K101 2 10 SH   SOLE   10 0 0
Skyworks Solutions, Inc. SWKS 83088M102 2 10 SH   SOLE   10 0 0
Paylocity Holding Corp. PCTY 70438V106 2 10 SH   SOLE   10 0 0
Bill.com Holdings, Inc. BILL 090043100 2 10 SH   SOLE   10 0 0
Teladoc Health, Inc. TDOC 87918A105 2 10 SH   SOLE   10 0 0
Intellia Therapeutics, Inc. NTLA 45826J105 2 10 SH   SOLE   10 0 0
Match Group, Inc. MTCH 57665R106 2 10 SH   SOLE   10 0 0
Airbnb, Inc. Class A ABNB 009066101 2 10 SH   SOLE   10 0 0
Applied Materials, Inc. AMAT 038222105 1 10 SH   SOLE   10 0 0
Apple, Inc. AAPL 037833100 1 10 SH   SOLE   10 0 0
Teradyne, Inc. TER 880770102 1 10 SH   SOLE   10 0 0
Zillow, Inc Z 98954M101 1 10 SH   SOLE   10 0 0
Taiwan Semiconductor Manufacturing Company Ltd. ADR TSM 874039100 1 10 SH   SOLE   10 0 0
Silvergate Capital Corp. - Class A SI 82837P408 1 10 SH   SOLE   10 0 0
Ambarella, Inc. AMBA G037AX101 1 10 SH   SOLE   10 0 0
Advanced Micro Devices, Inc. AMD 007903107 1 10 SH   SOLE   10 0 0
Roblox Corporation RBLX 771049103 1 10 SH   SOLE   10 0 0
Micron Technology, Inc. MU 595112103 1 10 SH   SOLE   10 0 0
Chegg, Inc. CHGG 163092109 1 10 SH   SOLE   10 0 0
JD.com, Inc. ADR JD 47215P106 1 10 SH   SOLE   10 0 0
The Lovesac Company LOVE 54738L109 1 10 SH   SOLE   10 0 0
Penn National Gaming, Inc. PENN 707569109 1 10 SH   SOLE   10 0 0
Twitter, Inc. TWTR 90184L102 1 10 SH   SOLE   10 0 0
OptimizeRx Corporation OPRX 68401U204 1 10 SH   SOLE   10 0 0
Marvell Technology Group Ltd. (Bermuda) MRVL G5876H105 1 10 SH   SOLE   10 0 0
DraftKings, Inc. Class A DKNG 26142R104 1 10 SH   SOLE   10 0 0
Virgin Galactic Holdings, Inc. Class A SPCE 92766K106 0 10 SH   SOLE   10 0 0
Sonos, Inc. SONO 83570H108 0 10 SH   SOLE   10 0 0
Pacific Biosciences of California, Inc. PACB 69404D108 0 10 SH   SOLE   10 0 0
Plug Power Inc. PLUG 72919P202 0 10 SH   SOLE   10 0 0
Magnite, Inc. MGNI 55955D100 0 10 SH   SOLE   10 0 0
Invitae Corp. NVTA 46185L103 0 10 SH   SOLE   10 0 0
Volkswagen AG VWAGY 928662600 0 10 SH   SOLE   10 0 0
fuboTV, Inc. FUBO 35953D104 0 10 SH   SOLE   10 0 0
QuantumScape Corporation QS 74767V109 0 10 SH   SOLE   10 0 0
Palantir Technologies, Inc. PLTR 69608A108 0 10 SH   SOLE   10 0 0
Skillz, Inc. SKLZ 83067L109 0 10 SH   SOLE   10 0 0