Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AMZN	AMAZON COM INC	11,453	$36.06M	17.6%	$87.32	+80.6%	COM	023135106
AAPL	APPLE INC	283,168	$32.79M	16.0%	$92.03	+15.1%	COM	037833100
MSFT	MICROSOFT CORP	87,466	$18.4M	9.0%	$128.02	+56.8%	COM	594918104
GOOG	ALPHABET INC	5,767	$8.475M	4.1%	$58.06	+30.4%	CAP STK CL C	02079K107
NFLX	NETFLIX INC	16,570	$8.286M	4.1%	$37.24	+33.6%	COM	64110L106
GOOGL	ALPHABET INC	4,495	$6.588M	3.2%	$56.71	+33.3%	CAP STK CL A	02079K305
META	FACEBOOK INC	24,534	$6.425M	3.1%	$178.35	+43.6%	CL A	30303M102
ADBE	ADOBE SYSTEMS INCORPORATED	12,635	$6.197M	3.0%	$288.92	+61.0%	COM	00724F101
ROKU	ROKU INC	25,185	$4.755M	2.3%	$109.00	+45.1%	COM CL A	77543R102
—	TEXAS PAC LD TR	8,666	$3.913M	1.9%	$544.90	—	SUB CTF PROP I T	882610108
QQQ	INVESCO QQQ TR	13,805	$3.836M	1.9%	$200.08	—	UNIT SER 1	46090E103
PYPL	PAYPAL HLDGS INC	18,466	$3.638M	1.8%	$93.62	+100.7%	COM	70450Y103
ZS	ZSCALER INC	25,355	$3.567M	1.7%	$53.44	+142.9%	COM	98980G102
NVDA	NVIDIA CORPORATION	6,175	$3.342M	1.6%	$7.81	+48.4%	COM	67066G104
SPY	SPDR S&P 500 ETF TR	5,469	$1.831M	0.9%	$305.11	—	TR UNIT	78462F103
GLD	SPDR GOLD TR	10,260	$1.817M	0.9%	$172.48	—	GOLD SHS	78463V107
VEEV	VEEVA SYS INC	5,825	$1.638M	0.8%	$160.23	+64.5%	CL A COM	922475108
XYZ	SQUARE INC	9,355	$1.521M	0.7%	$79.12	+78.5%	CL A	852234103
AXON	AXON ENTERPRISE INC	15,885	$1.441M	0.7%	$66.23	+31.3%	COM	05464C101
—	CITRIX SYS INC	9,824	$1.353M	0.7%	$145.69	—	COM	177376100
LQD	ISHARES TR	10,019	$1.35M	0.7%	$124.81	—	IBOXX INV CP ETF	464287242
PSA	PUBLIC STORAGE	5,822	$1.297M	0.6%	$163.65	-0.9%	COM	74460D109
DDOG	DATADOG INC	12,675	$1.295M	0.6%	$87.05	0.0%	CL A COM	23804L103
UNP	UNION PAC CORP	6,534	$1.286M	0.6%	$131.58	+25.3%	COM	907818108
SLV	ISHARES SILVER TR	58,150	$1.258M	0.6%	$21.64	—	ISHARES	46428Q109
UPWK	UPWORK INC	70,550	$1.23M	0.6%	$10.50	+42.6%	COM	91688F104
WMT	WALMART INC	8,629	$1.208M	0.6%	$38.99	+6.0%	COM	931142103
CHGG	CHEGG INC	16,355	$1.168M	0.6%	$53.43	+37.8%	COM	163092109
—	DRAFTKINGS INC	19,243	$1.132M	0.6%	$58.84	—	COM CL A	26142R104
NOW	SERVICENOW INC	2,293	$1.112M	0.5%	$59.43	+50.3%	COM	81762P102
MA	MASTERCARD INCORPORATED	3,075	$1.04M	0.5%	$246.24	+28.2%	CL A	57636Q104
COR	AMERISOURCEBERGEN CORP	10,604	$1.028M	0.5%	$67.21	+29.9%	COM	03073E105
—	QUIDEL CORP	4,630	$1.016M	0.5%	$219.38	—	COM	74838J101
GDRX	GOODRX HLDGS INC	18,100	$1.006M	0.5%	$52.94	0.0%	COM CL A	38246G108
TTD	THE TRADE DESK INC	1,937	$1.005M	0.5%	$24.96	+83.0%	COM CL A	88339J105
XBKNX	BLACKROCK INVT QUALITY MUN T	63,457	$992K	0.5%	$15.03	—	COM	09247D105
LULU	LULULEMON ATHLETICA INC	2,925	$963K	0.5%	$229.29	+45.5%	COM	550021109
INTC	INTEL CORP	18,552	$961K	0.5%	$41.03	+13.4%	COM	458140100
SBUX	STARBUCKS CORP	10,039	$862K	0.4%	$65.95	+7.3%	COM	855244109
MCD	MCDONALDS CORP	3,750	$823K	0.4%	$181.40	0.0%	COM	580135101
VZ	VERIZON COMMUNICATIONS INC	13,804	$821K	0.4%	$42.73	-0.4%	COM	92343V104
DOCU	DOCUSIGN INC	3,810	$820K	0.4%	$85.65	+142.3%	COM	256163106
HD	HOME DEPOT INC	2,870	$797K	0.4%	$175.24	+35.6%	COM	437076102
TDOC	TELADOC HEALTH INC	3,270	$717K	0.4%	$211.77	0.0%	COM	87918A105
BA	BOEING CO	4,167	$689K	0.3%	$316.71	-46.2%	COM	097023105
IWO	ISHARES TR	3,092	$685K	0.3%	$204.45	—	RUS 2000 GRW ETF	464287648
BRK/B	BERKSHIRE HATHAWAY INC DEL	3,199	$681K	0.3%	$212.54	-3.8%	CL B NEW	084670702
DIS	DISNEY WALT CO	5,431	$674K	0.3%	$125.02	-2.3%	COM DISNEY	254687106
BMY	BRISTOL-MYERS SQUIBB CO	11,030	$665K	0.3%	$43.74	+11.1%	COM	110122108
—	CLOUDERA INC	54,615	$595K	0.3%	$12.72	—	COM	18914U100
—	AVALARA INC	4,485	$571K	0.3%	$127.34	—	COM	05338G106
NEE	NEXTERA ENERGY INC	2,008	$557K	0.3%	$50.17	+20.2%	COM	65339F101
XLK	SELECT SECTOR SPDR TR	4,511	$526K	0.3%	$109.94	—	TECHNOLOGY	81369Y803
MDB	MONGODB INC	2,195	$508K	0.2%	$216.77	0.0%	CL A	60937P106
MUB	ISHARES TR	4,350	$504K	0.2%	$113.35	—	NATIONAL MUN ETF	464288414
XBFZX	BLACKROCK CALIF MUN INCOME T	34,606	$456K	0.2%	$13.18	—	SH BEN INT	09248E102
DT	DYNATRACE INC	11,050	$453K	0.2%	$40.94	0.0%	COM NEW	268150109
CRM	SALESFORCE COM INC	1,745	$439K	0.2%	$159.00	+36.0%	COM	79466L302
—	ATLASSIAN CORP PLC	2,355	$428K	0.2%	$181.79	—	CL A	G06242104
JPM	JPMORGAN CHASE & CO	4,311	$415K	0.2%	$86.31	-1.0%	COM	46625H100
PLTR	PALANTIR TECHNOLOGIES INC	43,450	$413K	0.2%	$9.50	0.0%	CL A	69608A108
EW	EDWARDS LIFESCIENCES CORP	5,160	$412K	0.2%	$65.03	+20.0%	COM	28176E108
WM	WASTE MGMT INC DEL	3,535	$400K	0.2%	$81.78	+23.9%	COM	94106L109
NKE	NIKE INC	3,096	$389K	0.2%	$99.64	0.0%	CL B	654106103
DELL	DELL TECHNOLOGIES INC	5,510	$373K	0.2%	$28.60	0.0%	CL C	24703L202
SEDG	SOLAREDGE TECHNOLOGIES INC	1,525	$363K	0.2%	$192.20	0.0%	COM	83417M104
VCIT	VANGUARD SCOTTSDALE FDS	3,557	$341K	0.2%	$95.80	—	INT-TERM CORP	92206C870
COST	COSTCO WHSL CORP NEW	932	$331K	0.2%	$309.06	0.0%	COM	22160K105
BF/A	BROWN FORMAN CORP	4,761	$327K	0.2%	$46.70	+26.0%	CL A	115637100
PFE	PFIZER INC	8,895	$326K	0.2%	$29.66	-8.6%	COM	717081103
IP	INTERNATIONAL PAPER CO	7,894	$320K	0.2%	$30.82	-9.3%	COM	460146103
BRK/A	BERKSHIRE HATHAWAY INC DEL	1	$320K	0.2%	$313083.50	-2.0%	CL A	084670108
TTWO	TAKE-TWO INTERACTIVE SOFTWAR	1,925	$318K	0.2%	$162.41	0.0%	COM	874054109
EPAM	EPAM SYS INC	960	$310K	0.2%	$220.07	+35.7%	COM	29414B104
DLR	DIGITAL RLTY TR INC	2,101	$308K	0.2%	$124.18	0.0%	COM	253868103
CSCO	CISCO SYS INC	7,477	$294K	0.1%	$36.95	+0.3%	COM	17275R102
—	BLACKROCK CORE BD TR	18,518	$290K	0.1%	$13.79	—	SHS BEN INT	09249E101
JNJ	JOHNSON & JOHNSON	1,901	$283K	0.1%	$127.01	0.0%	COM	478160104
ZTS	ZOETIS INC	1,682	$278K	0.1%	$124.46	+17.9%	CL A	98978V103
QCOM	QUALCOMM INC	2,360	$278K	0.1%	$95.15	0.0%	COM	747525103
—	SPLUNK INC	1,475	$277K	0.1%	$198.70	—	COM	848637104
MAR	MARRIOTT INTL INC NEW	2,991	$277K	0.1%	$90.98	0.0%	CL A	571903202
ANGL	VANECK VECTORS ETF TR	9,295	$276K	0.1%	$28.82	—	FALLEN ANGEL HG	92189F437
ISRG	INTUITIVE SURGICAL INC	385	$273K	0.1%	$224.54	0.0%	COM NEW	46120E602
ABBV	ABBVIE INC	3,077	$270K	0.1%	$76.31	0.0%	COM	00287Y109
YEXT	YEXT INC	17,600	$267K	0.1%	$14.02	+20.4%	COM	98585N106
—	ALTERYX INC	2,300	$261K	0.1%	$113.55	—	COM CL A	02156B103
IBB	ISHARES TR	1,896	$257K	0.1%	$121.72	—	NASDAQ BIOTECH	464287556
VGT	VANGUARD WORLD FDS	823	$256K	0.1%	$278.77	—	INF TECH ETF	92204A702
FSLY	FASTLY INC	2,720	$255K	0.1%	$86.79	0.0%	CL A	31188V100
DEO	DIAGEO PLC	1,843	$254K	0.1%	$137.67	—	SPON ADR NEW	25243Q205
IGSB	ISHARES TR	4,607	$253K	0.1%	$54.90	—	ISHS 1-5YR INVS	464288646
XLV	SELECT SECTOR SPDR TR	2,375	$251K	0.1%	$105.55	—	SBI HEALTHCARE	81369Y209
NEM	NEWMONT CORP	3,894	$247K	0.1%	$55.14	0.0%	COM	651639106
BKNG	BOOKING HOLDINGS INC	142	$243K	0.1%	$1727.91	0.0%	COM	09857L108
PFSI	PENNYMAC FINL SVCS INC NEW	4,100	$238K	0.1%	$46.28	0.0%	COM	70932M107
—	COUPA SOFTWARE INC	850	$233K	0.1%	$274.24	—	COM	22266L106
YUM	YUM BRANDS INC	2,500	$228K	0.1%	$83.37	0.0%	COM	988498101
VRTX	VERTEX PHARMACEUTICALS INC	820	$223K	0.1%	$271.12	+1.8%	COM	92532F100
XLY	SELECT SECTOR SPDR TR	1,486	$218K	0.1%	$146.96	—	SBI CONS DISCR	81369Y407
EA	ELECTRONIC ARTS INC	1,660	$216K	0.1%	$96.52	+37.3%	COM	285512109
—	TWITTER INC	4,850	$216K	0.1%	$44.50	—	COM	90184L102
MDT	MEDTRONIC PLC	2,068	$215K	0.1%	$86.23	0.0%	SHS	G5960L103
—	BLACKROCK CORPOR HI YLD FD I	20,064	$214K	0.1%	$9.59	—	COM	09255P107
MINT	PIMCO ETF TR	2,100	$214K	0.1%	$101.99	—	ENHAN SHRT MA AC	72201R833
KMB	KIMBERLY CLARK CORP	1,441	$213K	0.1%	$112.69	+9.6%	COM	494368103
UNH	UNITEDHEALTH GROUP INC	682	$212K	0.1%	$261.11	+7.7%	COM	91324P102
EBS	EMERGENT BIOSOLUTIONS INC	2,050	$212K	0.1%	$107.80	0.0%	COM	29089Q105
PANW	PALO ALTO NETWORKS INC	860	$210K	0.1%	$41.60	0.0%	COM	697435105
VCSH	VANGUARD SCOTTSDALE FDS	2,500	$207K	0.1%	$82.85	—	SHRT TRM CORP BD	92206C409
PLMR	PALOMAR HLDGS INC	1,950	$203K	0.1%	$98.07	0.0%	COM	69753M105
PPC	PILGRIMS PRIDE CORP	12,000	$180K	0.1%	$19.12	-16.5%	COM	72147K108
AAL	AMERICAN AIRLS GROUP INC	12,979	$160K	0.1%	$12.53	0.0%	COM	02376R102
CLNE	CLEAN ENERGY FUELS CORP	10,000	$24,800	0.0%	$2.02	+28.9%	COM	184499101