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
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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 83,546 77,530 SH   SOLE   77,530 0 0
MongoDB, Inc. Class A MDB 60937P106 32,231 72,660 SH   SOLE   72,660 0 0
Block, Inc. SQ 852234103 30,038 221,520 SH   SOLE   221,520 0 0
Cloudflare, Inc. Class A NET 18915M107 28,832 240,870 SH   SOLE   240,870 0 0
Palo Alto Networks, Inc. PANW 697435105 22,591 36,290 SH   SOLE   36,290 0 0
Datadog, Inc. Class A DDOG 23804L103 22,415 147,980 SH   SOLE   147,980 0 0
NVIDIA Corp. NVDA 67066G104 19,477 71,380 SH   SOLE   71,380 0 0
MercadoLibre, Inc. (Argentina) MELI 58733R102 19,377 16,290 SH   SOLE   16,290 0 0
Snap, Inc. Class A SNAP 83304A106 19,238 534,540 SH   SOLE   534,540 0 0
Silvergate Capital Corp. - Class A SI 82837P408 18,775 124,690 SH   SOLE   124,690 0 0
Bill.com Holdings, Inc. BILL 090043100 18,640 82,190 SH   SOLE   82,190 0 0
Atlassian Corporation PLC Class A (United Kingdom) TEAM G06242104 18,253 62,120 SH   SOLE   62,120 0 0
Enphase Energy, Inc. ENPH 29355A107 17,738 87,910 SH   SOLE   87,910 0 0
Pure Storage, Inc. PSTG 7462AM102 17,124 484,970 SH   SOLE   484,970 0 0
Zscaler, Inc. ZS 98980G102 14,991 62,130 SH   SOLE   62,130 0 0
Snowflake, Inc. Class A SNOW 833445109 14,552 63,510 SH   SOLE   63,510 0 0
CrowdStrike Holdings, Inc. Class A CRWD 22788C105 14,270 62,840 SH   SOLE   62,840 0 0
Twilio, Inc. Class A TWLO 90138F102 14,254 86,490 SH   SOLE   86,490 0 0
DoorDash, Inc. DASH 25809K105 13,779 117,580 SH   SOLE   117,580 0 0
Hubspot, Inc. HUBS 443573100 9,912 20,870 SH   SOLE   20,870 0 0
Sea Ltd. (Singapore) SE 81141R100 9,550 79,720 SH   SOLE   79,720 0 0
DigitalOcean Holdings, Inc. DOCN 25402D102 9,517 164,510 SH   SOLE   164,510 0 0
Coinbase Global, Inc. COIN 19260Q107 7,630 40,190 SH   SOLE   40,190 0 0
Wolfspeed, Inc. WOLF 977852102 7,269 63,840 SH   SOLE   63,840 0 0
Domo, Inc. Class B DOMO 257554105 5,517 109,100 SH   SOLE   109,100 0 0
Amazon.com, Inc. AMZN 023135106 33 10 SH   SOLE   10 0 0
Alphabet, Inc. Class A GOOGL 02079K305 28 10 SH   SOLE   10 0 0
Shopify, Inc. Class A (Canada) SHOP 82509L107 7 10 SH   SOLE   10 0 0
ASML Holding N.V. ADR ASML N07059111 7 10 SH   SOLE   10 0 0
Broadcom Ltd. AVGO 11135F101 6 10 SH   SOLE   10 0 0
ServiceNow, Inc. NOW 81762P102 6 10 SH   SOLE   10 0 0
Lam Research Corp. LRCX 512807108 5 10 SH   SOLE   10 0 0
Intuit, Inc. INTU 461202103 5 10 SH   SOLE   10 0 0
Adobe, Inc. ADBE 00724F101 5 10 SH   SOLE   10 0 0
Netflix, Inc. NFLX 64110L106 4 10 SH   SOLE   10 0 0
Kla-Tencor Corp. KLAC 482480100 4 10 SH   SOLE   10 0 0
Invesco QQQ ETF QQQ 46090E103 4 10 SH   SOLE   10 0 0
Paycom Software, Inc. PAYC 70432V102 3 10 SH   SOLE   10 0 0
Fortinet,Inc. FTNT 34959E109 3 10 SH   SOLE   10 0 0
Microsoft Corp. MSFT 594918104 3 10 SH   SOLE   10 0 0
Signature Bank SBNY 82669G104 3 10 SH   SOLE   10 0 0
VanEck Vectors Semiconductor ETF SMH 92189F676 3 10 SH   SOLE   10 0 0
Workday, Inc. Class A WDAY 98138H101 2 10 SH   SOLE   10 0 0
Meta Platforms, Inc. FB 30303M102 2 10 SH   SOLE   10 0 0
Paylocity Holding Corp. PCTY 70438V106 2 10 SH   SOLE   10 0 0
Apple, Inc. AAPL 037833100 2 10 SH   SOLE   10 0 0
Airbnb, Inc. Class A ABNB 009066101 2 10 SH   SOLE   10 0 0
Cadence Design Systems Inc. CDNS 127387108 2 10 SH   SOLE   10 0 0
Qualcomm, Inc. QCOM 747525103 2 10 SH   SOLE   10 0 0
Spotify Technology S.A. (Luxembourg) SPOT L8681T102 2 10 SH   SOLE   10 0 0
Okta, Inc. Class A OKTA 679295105 2 10 SH   SOLE   10 0 0
Arista Networks, Inc. ANET 040413106 1 10 SH   SOLE   10 0 0
Paychex, Inc. PAYX 704326107 1 10 SH   SOLE   10 0 0
Applied Materials, Inc. AMAT 038222105 1 10 SH   SOLE   10 0 0
Roku, Inc. Class A ROKU 77543R102 1 10 SH   SOLE   10 0 0
Etsy, Inc. ETSY 29786A106 1 10 SH   SOLE   10 0 0
Carvana Co. CVNA 146869102 1 10 SH   SOLE   10 0 0
Teradyne, Inc. TER 880770102 1 10 SH   SOLE   10 0 0
Zoom Video Communications, Inc. ZM 98980L101 1 10 SH   SOLE   10 0 0
RingCentral, Inc. Class A RNG 76680R206 1 10 SH   SOLE   10 0 0
PayPal Holdings, Inc. PYPL 70450Y103 1 10 SH   SOLE   10 0 0
Advanced Micro Devices, Inc. AMD 007903107 1 10 SH   SOLE   10 0 0
Upstart Holdings, Inc. UPST 91680M107 1 10 SH   SOLE   10 0 0
Alibaba Group Holding Ltd. ADR BABA 01609W102 1 10 SH   SOLE   10 0 0
DocuSign, Inc. DOCU 256163106 1 10 SH   SOLE   10 0 0
Ambarella, Inc. AMBA G037AX101 1 10 SH   SOLE   10 0 0
Taiwan Semiconductor Manufacturing Company Ltd. ADR TSM 874039100 1 10 SH   SOLE   10 0 0
Unity Software, Inc. U 91332U101 1 10 SH   SOLE   10 0 0
Kornit Digital Ltd. (Israel) KRNT 001121672 1 10 SH   SOLE   10 0 0
Teladoc Health, Inc. TDOC 87918A105 1 10 SH   SOLE   10 0 0
Marvell Technology, Inc. MRVL G5876H105 1 10 SH   SOLE   10 0 0
The Trade Desk, Inc. Class A TTD 88339J105 1 10 SH   SOLE   10 0 0
ON Semiconductor Corporation ON 682189105 1 10 SH   SOLE   10 0 0
ZoomInfo Technologies Inc. ZI 98980F104 1 10 SH   SOLE   10 0 0
Doximity, Inc. Class A DOCS 26622P107 1 10 SH   SOLE   10 0 0
Rivian Automotive, Inc. RIVN 76954A103 1 10 SH   SOLE   10 0 0
Zillow Group, Inc. Z 98954M101 0 10 SH   SOLE   10 0 0
Affirm Holdings, Inc. Class A AFRM 00827B106 0 10 SH   SOLE   10 0 0
Roblox Corp. RBLX 771049103 0 10 SH   SOLE   10 0 0
Digital Turbine, Inc. APPS 25400W102 0 10 SH   SOLE   10 0 0
Chewy, Inc. Class A CHWY 16679L109 0 10 SH   SOLE   10 0 0
SentinelOne, Inc. Class A S 852061100 0 10 SH   SOLE   10 0 0
Twitter, Inc. TWTR 90184L102 0 10 SH   SOLE   10 0 0
OptimizeRx Corp. OPRX 68401U204 0 10 SH   SOLE   10 0 0
XPeng, Inc. ADR XPEV 98422D105 0 10 SH   SOLE   10 0 0
Li Auto, Inc. ADR LI 50202M102 0 10 SH   SOLE   10 0 0
Pinterest, Inc. Class A PINS 72352L106 0 10 SH   SOLE   10 0 0
NIO, Inc. ADR NIO 62914V106 0 10 SH   SOLE   10 0 0
DraftKings, Inc. Class A DKNG 26142R104 0 10 SH   SOLE   10 0 0
Ford Motor Company F 345370860 0 10 SH   SOLE   10 0 0
Palantir Technologies, Inc. PLTR 69608A108 0 10 SH   SOLE   10 0 0
Opendoor Technologies, Inc. OPEN 68372A104 0 10 SH   SOLE   10 0 0