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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Abbott Laboratories COM 002824100   2,722,043 23,949 SH   SOLE   22,459 0 1,490
AbbVie Inc. COM 00287y109   350,178 1,923 SH   SOLE   1,923 0 0
Accenture plc COM g1151c101   903,959 2,608 SH   SOLE   2,408 0 200
Accenture plc COM g1151c101   6,932,200 20,000 SH   OTR 2 20,000 0 0
Adobe Inc. COM 00724f101   100,920 200 SH   SOLE   200 0 0
Adobe Inc. COM 00724f101   22,707,000 45,000 SH   OTR 2 45,000 0 0
Advanced Micro Devices, Inc. COM 007903107   102,327,181 566,941 SH   SOLE   294,581 0 272,360
Advanced Micro Devices, Inc. COM 007903107   25,015,914 138,600 SH   OTR 1 138,600 0 0
Advanced Micro Devices, Inc. COM 007903107   69,488,650 385,000 SH   OTR 2 385,000 0 0
Airbnb, Inc. COM 009066101   64,506,618 391,044 SH   SOLE   187,256 0 203,788
Airbnb, Inc. COM 009066101   16,496,000 100,000 SH   OTR 1 100,000 0 0
Alphabet Inc. Class A COM 02079k305   670,884 4,445 SH   SOLE   4,445 0 0
Alphabet Inc. Class C COM 02079k107   5,096,904 33,475 SH   SOLE   29,075 0 4,400
Alphabet Inc. Class C COM 02079k107   117,240,200 770,000 SH   OTR 2 770,000 0 0
Amazon.com, Inc. COM 023135106   170,804,347 946,914 SH   SOLE   508,454 0 438,460
Amazon.com, Inc. COM 023135106   36,635,178 203,100 SH   OTR 1 203,100 0 0
Amazon.com, Inc. COM 023135106   78,465,300 435,000 SH   OTR 2 435,000 0 0
American Express Company COM 025816109   387,073 1,700 SH   SOLE   1,700 0 0
Amgen Inc. COM 031162100   2,672,324 9,399 SH   SOLE   8,966 0 433
Amphenol Corporation COM 032095101   1,784,465 15,470 SH   SOLE   13,935 0 1,535
Amphenol Corporation COM 032095101   11,535,000 100,000 SH   OTR 2 100,000 0 0
Apple Inc. COM 037833100   8,240,814 48,057 SH   SOLE   46,130 0 1,927
Apple Inc. COM 037833100   68,592,000 400,000 SH   OTR 2 400,000 0 0
Applied Materials, Inc. COM 038222105   14,436,100 70,000 SH   OTR 2 70,000 0 0
Arista Networks, Inc. COM 040413106   18,268,740 63,000 SH   OTR 2 63,000 0 0
Arm Holdings Plc COM 042068205   14,266,984 114,145 SH   SOLE   69,045 0 45,100
Arm Holdings Plc COM 042068205   3,187,245 25,500 SH   OTR 1 25,500 0 0
Arm Holdings Plc COM 042068205   6,249,500 50,000 SH   OTR 2 50,000 0 0
ASML Holding N.V. COM n07059210   43,161,653 44,475 SH   SOLE   26,880 0 17,595
ASML Holding N.V. COM n07059210   11,839,734 12,200 SH   OTR 1 12,200 0 0
ASML Holding N.V. COM n07059210   26,202,690 27,000 SH   OTR 2 27,000 0 0
Axon Enterprise, Inc. COM 05464c101   108,056,863 345,362 SH   SOLE   181,542 0 163,820
Axon Enterprise, Inc. COM 05464c101   25,249,416 80,700 SH   OTR 1 80,700 0 0
Axon Enterprise, Inc. COM 05464c101   21,901,600 70,000 SH   OTR 2 70,000 0 0
Becton, Dickinson and Company COM 075887109   1,467,379 5,930 SH   SOLE   5,410 0 520
Bill Holdings, Inc. COM 090043100   231,930 3,375 SH   SOLE   3,375 0 0
BlackRock, Inc. COM 09247x101   3,858,364 4,628 SH   SOLE   4,340 0 288
Blackstone Inc. COM 09260d107   1,869,395 14,230 SH   SOLE   13,050 0 1,180
Booking Holdings Inc. COM 09857l108   5,590,563 1,541 SH   SOLE   1,526 0 15
Booking Holdings Inc. COM 09857l108   7,255,760 2,000 SH   OTR 2 2,000 0 0
Broadcom Inc. COM 11135f101   42,015,497 31,700 SH   OTR 2 31,700 0 0
Broadridge Financial Solutions COM 11133t103   8,194,400 40,000 SH   OTR 2 40,000 0 0
Cadence Design Systems, Inc. COM 127387108   31,233,524 100,339 SH   SOLE   50,414 0 49,925
Cadence Design Systems, Inc. COM 127387108   8,840,352 28,400 SH   OTR 1 28,400 0 0
Cadence Design Systems, Inc. COM 127387108   15,564,000 50,000 SH   OTR 2 50,000 0 0
Cava Group Inc COM 148929102   570,908 8,150 SH   SOLE   8,150 0 0
CDW Corporation COM 12514g108   1,995,084 7,800 SH   SOLE   7,155 0 645
CDW Corporation COM 12514g108   3,964,590 15,500 SH   OTR 2 15,500 0 0
Cintas Corporation COM 172908105   3,517,594 5,120 SH   SOLE   4,780 0 340
Cisco Systems, Inc. COM 17275r102   1,733,125 34,725 SH   SOLE   32,525 0 2,200
Cisco Systems, Inc. COM 17275r102   4,716,495 94,500 SH   OTR 2 94,500 0 0
Constellation Brands, Inc. COM 21036p108   1,866,991 6,870 SH   SOLE   6,210 0 660
Costco Wholesale Corporation COM 22160k105   6,173,140 8,426 SH   SOLE   8,126 0 300
CrowdStrike Holdings, Inc. COM 22788c105   44,879,394 139,990 SH   SOLE   50,890 0 89,100
CrowdStrike Holdings, Inc. COM 22788c105   13,753,311 42,900 SH   OTR 1 42,900 0 0
CrowdStrike Holdings, Inc. COM 22788c105   25,999,849 81,100 SH   OTR 2 81,100 0 0
D. R. Horton, Inc. COM 23331a109   257,521 1,565 SH   SOLE   1,565 0 0
Datadog, Inc. COM 23804l103   12,130,104 98,140 SH   SOLE   63,970 0 34,170
Datadog, Inc. COM 23804l103   14,832,000 120,000 SH   OTR 2 120,000 0 0
Dell Technologies Inc. COM 24703l202   4,564,400 40,000 SH   OTR 2 40,000 0 0
DigitalBridge Group, Inc. COM 25401t603   4,104,510 213,000 SH   OTR 2 213,000 0 0
DLocal Limited COM g29018101   13,509,021 918,981 SH   SOLE   544,831 0 374,150
DLocal Limited COM g29018101   2,609,250 177,500 SH   OTR 1 177,500 0 0
DLocal Limited COM g29018101   3,234,000 220,000 SH   OTR 2 220,000 0 0
DoubleVerify Holdings, Inc. COM 25862v105   49,994,918 1,421,926 SH   SOLE   703,851 0 718,075
DoubleVerify Holdings, Inc. COM 25862v105   12,499,380 355,500 SH   OTR 1 355,500 0 0
DoubleVerify Holdings, Inc. COM 25862v105   10,899,600 310,000 SH   OTR 2 310,000 0 0
Draftkings, Inc. COM 26142v105   2,703,030 59,525 SH   SOLE   38,625 0 20,900
e.l.f. Beauty, Inc. COM 26856l103   60,286,282 307,536 SH   SOLE   153,576 0 153,960
e.l.f. Beauty, Inc. COM 26856l103   16,662,550 85,000 SH   OTR 1 85,000 0 0
Ecolab Inc. COM 278865100   1,280,341 5,545 SH   SOLE   4,760 0 785
Evolent Health, Inc. COM 30050b101   14,320,213 436,725 SH   SOLE   207,325 0 229,400
Evolent Health, Inc. COM 30050b101   4,226,631 128,900 SH   OTR 1 128,900 0 0
Exact Sciences Corporation COM 30063p105   74,116,228 1,073,215 SH   SOLE   548,465 0 524,750
Exact Sciences Corporation COM 30063p105   19,903,092 288,200 SH   OTR 1 288,200 0 0
First Solar, Inc. COM 336433107   35,191,086 208,478 SH   SOLE   117,278 0 91,200
First Solar, Inc. COM 336433107   8,575,040 50,800 SH   OTR 1 50,800 0 0
First Solar, Inc. COM 336433107   18,568,000 110,000 SH   OTR 2 110,000 0 0
Global-E Online Ltd. COM m5216v106   42,032,305 1,156,322 SH   SOLE   616,688 0 539,634
Global-E Online Ltd. COM m5216v106   9,040,245 248,700 SH   OTR 1 248,700 0 0
Global-E Online Ltd. COM m5216v106   9,996,250 275,000 SH   OTR 2 275,000 0 0
HubSpot, Inc. COM 443573100   10,927,206 17,440 SH   SOLE   7,375 0 10,065
HubSpot, Inc. COM 443573100   3,508,736 5,600 SH   OTR 1 5,600 0 0
HubSpot, Inc. COM 443573100   7,518,720 12,000 SH   OTR 2 12,000 0 0
Indie Semiconductor Inc COM 45569u101   523,920 74,000 SH   SOLE   74,000 0 0
Intuit Inc. COM 461202103   3,946,150 6,071 SH   SOLE   5,691 0 380
Intuit Inc. COM 461202103   11,700,000 18,000 SH   OTR 2 18,000 0 0
Johnson & Johnson COM 478160104   2,356,082 14,894 SH   SOLE   13,970 0 924
JPMorgan Chase & Co. COM 46625h100   6,072,695 30,318 SH   SOLE   28,538 0 1,780
KLA Corporation COM 482480100   12,574,260 18,000 SH   OTR 2 18,000 0 0
Lennar Corporation COM 526057104   224,262 1,304 SH   SOLE   1,304 0 0
Mastercard Incorporated COM 57636q104   12,039,250 25,000 SH   OTR 2 25,000 0 0
MercadoLibre, Inc. COM 58733r102   149,554,011 98,914 SH   SOLE   53,354 0 45,560
MercadoLibre, Inc. COM 58733r102   36,891,824 24,400 SH   OTR 1 24,400 0 0
MercadoLibre, Inc. COM 58733r102   27,215,280 18,000 SH   OTR 2 18,000 0 0
Merck & Co., Inc. COM 58933y105   206,502 1,565 SH   SOLE   1,565 0 0
Meta Platforms, Inc. COM 30303m102   72,969,078 150,272 SH   SOLE   72,122 0 78,150
Meta Platforms, Inc. COM 30303m102   21,074,172 43,400 SH   OTR 1 43,400 0 0
Meta Platforms, Inc. COM 30303m102   126,250,800 260,000 SH   OTR 2 260,000 0 0
Micron Technology, Inc. COM 595112103   36,545,900 310,000 SH   OTR 2 310,000 0 0
Microsoft Corporation COM 594918104   17,334,074 41,201 SH   SOLE   40,077 0 1,124
Microsoft Corporation COM 594918104   123,270,960 293,000 SH   OTR 2 293,000 0 0
MongoDB, Inc. COM 60937p106   12,661,068 35,303 SH   SOLE   23,703 0 11,600
MongoDB, Inc. COM 60937p106   21,554,264 60,100 SH   OTR 2 60,100 0 0
Monolithic Power Systems, Inc. COM 609839105   8,717,041 12,868 SH   SOLE   12,003 0 865
Monolithic Power Systems, Inc. COM 609839105   27,096,800 40,000 SH   OTR 2 40,000 0 0
Natera, Inc. COM 632307104   34,967,993 382,331 SH   SOLE   193,881 0 188,450
Natera, Inc. COM 632307104   9,630,738 105,300 SH   OTR 1 105,300 0 0
Netflix, Inc. COM 64110l106   86,869,447 143,035 SH   SOLE   81,075 0 61,960
Netflix, Inc. COM 64110l106   17,612,570 29,000 SH   OTR 1 29,000 0 0
NIKE, Inc. COM 654106103   680,885 7,245 SH   SOLE   6,435 0 810
NVIDIA Corporation COM 67066g104   252,682,361 279,652 SH   SOLE   152,297 0 127,355
NVIDIA Corporation COM 67066g104   51,231,852 56,700 SH   OTR 1 56,700 0 0
NVIDIA Corporation COM 67066g104   161,556,528 178,800 SH   OTR 2 178,800 0 0
NXP Semiconductors N.V. COM n6596x109   21,060,450 85,000 SH   OTR 2 85,000 0 0
On Holding AG COM h5919c104   20,376,510 575,933 SH   SOLE   228,203 0 347,730
On Holding AG COM h5919c104   7,606,700 215,000 SH   OTR 1 215,000 0 0
Oracle Corporation COM 68389x105   1,837,046 14,625 SH   SOLE   13,800 0 825
Oracle Corporation COM 68389x105   18,841,500 150,000 SH   OTR 2 150,000 0 0
PACCAR Inc COM 693718108   2,916,618 23,542 SH   SOLE   22,005 0 1,537
Palo Alto Networks, Inc. COM 697435105   48,066,272 169,170 SH   SOLE   97,395 0 71,775
Palo Alto Networks, Inc. COM 697435105   11,208,929 39,450 SH   OTR 1 39,450 0 0
Palo Alto Networks, Inc. COM 697435105   39,778,200 140,000 SH   OTR 2 140,000 0 0
Paychex, Inc. COM 704326107   2,750,106 22,395 SH   SOLE   21,470 0 925
Paylocity Holding Corporation COM 70438v106   11,203,553 65,190 SH   SOLE   16,065 0 49,125
Paylocity Holding Corporation COM 70438v106   2,878,655 16,750 SH   OTR 1 16,750 0 0
QUALCOMM Incorporated COM 747525103   4,215,909 24,902 SH   SOLE   23,927 0 975
QUALCOMM Incorporated COM 747525103   11,461,610 67,700 SH   OTR 2 67,700 0 0
Repligen Corporation COM 759916109   18,503,639 100,607 SH   SOLE   45,857 0 54,750
Repligen Corporation COM 759916109   5,517,600 30,000 SH   OTR 1 30,000 0 0
Rivian Automotive, Inc. COM 76954a103   2,786,414 254,467 SH   SOLE   156,717 0 97,750
Salesforce, Inc. COM 79466l302   17,468,440 58,000 SH   OTR 2 58,000 0 0
Savers Value Village, Inc. COM 80517m109   214,008 11,100 SH   SOLE   11,100 0 0
ServiceNow, Inc. COM 81762p102   67,926,790 89,096 SH   SOLE   49,721 0 39,375
ServiceNow, Inc. COM 81762p102   16,315,360 21,400 SH   OTR 1 21,400 0 0
ServiceNow, Inc. COM 81762p102   38,120,000 50,000 SH   OTR 2 50,000 0 0
Shopify Inc. COM 82509l107   127,544,338 1,652,771 SH   SOLE   878,971 0 773,800
Shopify Inc. COM 82509l107   30,428,131 394,300 SH   OTR 1 394,300 0 0
Shopify Inc. COM 82509l107   38,585,000 500,000 SH   OTR 2 500,000 0 0
Snowflake Inc. COM 833445109   73,513,294 454,909 SH   SOLE   235,949 0 218,960
Snowflake Inc. COM 833445109   16,919,520 104,700 SH   OTR 1 104,700 0 0
Snowflake Inc. COM 833445109   19,392,000 120,000 SH   OTR 2 120,000 0 0
Soundhound Ai Inc COM 836100107   209,095 35,500 SH   SOLE   35,500 0 0
Sprout Social, Inc. COM 85209w109   2,692,324 45,090 SH   SOLE   26,540 0 18,550
Starbucks Corporation COM 855244109   1,750,758 19,157 SH   SOLE   17,487 0 1,670
Symbotic Inc. COM 87151x101   10,305,765 229,017 SH   SOLE   155,267 0 73,750
Symbotic Inc. COM 87151x101   1,446,750 32,150 SH   OTR 1 32,150 0 0
Symbotic Inc. COM 87151x101   4,500,000 100,000 SH   OTR 2 100,000 0 0
Tesla, Inc. COM 88160r101   146,456,098 833,131 SH   SOLE   469,931 0 363,200
Tesla, Inc. COM 88160r101   29,932,642 170,275 SH   OTR 1 170,275 0 0
Tesla, Inc. COM 88160r101   36,915,900 210,000 SH   OTR 2 210,000 0 0
The Estee Lauder Companies Inc COM 518439104   994,730 6,453 SH   SOLE   5,883 0 570
The Home Depot, Inc. COM 437076102   4,352,709 11,347 SH   SOLE   10,790 0 557
The Progressive Corporation COM 743315103   3,992,660 19,305 SH   SOLE   17,880 0 1,425
The Trade Desk, Inc. COM 88339j105   142,385,587 1,628,753 SH   SOLE   844,678 0 784,075
The Trade Desk, Inc. COM 88339j105   32,572,692 372,600 SH   OTR 1 372,600 0 0
The Trade Desk, Inc. COM 88339j105   34,093,800 390,000 SH   OTR 2 390,000 0 0
The Walt Disney Company COM 254687106   1,033,942 8,450 SH   SOLE   7,117 0 1,333
Tidewater Inc. COM 88642r109   542,800 5,900 SH   SOLE   5,900 0 0
Toast, Inc. COM 888787108   22,157,842 889,159 SH   SOLE   448,059 0 441,100
Toast, Inc. COM 888787108   5,950,896 238,800 SH   OTR 1 238,800 0 0
Toast, Inc. COM 888787108   8,971,200 360,000 SH   OTR 2 360,000 0 0
Tractor Supply Company COM 892356106   893,774 3,415 SH   SOLE   3,165 0 250
Uber Technologies, Inc. COM 90353t100   119,211,624 1,548,404 SH   SOLE   796,089 0 752,315
Uber Technologies, Inc. COM 90353t100   28,524,795 370,500 SH   OTR 1 370,500 0 0
Uber Technologies, Inc. COM 90353t100   17,707,700 230,000 SH   OTR 2 230,000 0 0
Veeva Systems Inc. COM 922475108   45,877,632 198,013 SH   SOLE   100,423 0 97,590
Veeva Systems Inc. COM 922475108   12,360,662 53,350 SH   OTR 1 53,350 0 0
Visa Inc. COM 92826c839   5,151,259 18,458 SH   SOLE   17,383 0 1,075
Visa Inc. COM 92826c839   15,349,400 55,000 SH   OTR 2 55,000 0 0
Wingstop Inc. COM 974155103   52,820,224 144,160 SH   SOLE   78,855 0 65,305
Wingstop Inc. COM 974155103   14,289,600 39,000 SH   OTR 1 39,000 0 0
Xometry, Inc. COM 98423f109   2,989,783 177,015 SH   SOLE   126,215 0 50,800
Zillow Group, Inc. Class C COM 98954m200   45,496,277 932,683 SH   SOLE   461,433 0 471,250
Zillow Group, Inc. Class C COM 98954m200   10,731,600 220,000 SH   OTR 1 220,000 0 0
Zoetis Inc. COM 98978v103   2,612,602 15,440 SH   SOLE   14,520 0 920
Zscaler, Inc. COM 98980g102   8,860,980 46,000 SH   OTR 2 46,000 0 0
iShares MSCI KLD 400 Social COM 464288570   225,310 2,235 SH   SOLE   2,235 0 0
Spdr Dow Jones Industrial Avrg COM 78467x109   258,544 650 SH   SOLE   650 0 0
SPDR S&P 500 ETF Trust COM 78462f103   2,781,855 5,318 SH   SOLE   4,178 0 1,140