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   2,656,429 24,134 SH   SOLE   22,644 0 1,490
AbbVie Inc. COM 00287y109   298,007 1,923 SH   SOLE   1,923 0 0
Accenture plc COM g1151c101   836,219 2,383 SH   SOLE   2,283 0 100
Accenture plc COM g1151c101   7,018,200 20,000 SH   OTR 2 20,000 0 0
Adobe Inc. COM 00724f101   119,320 200 SH   SOLE   200 0 0
Adobe Inc. COM 00724f101   34,602,800 58,000 SH   OTR 2 58,000 0 0
Advanced Micro Devices, Inc. COM 007903107   84,185,556 571,098 SH   SOLE   299,838 0 271,260
Advanced Micro Devices, Inc. COM 007903107   19,310,710 131,000 SH   OTR 1 131,000 0 0
Advanced Micro Devices, Inc. COM 007903107   47,908,250 325,000 SH   OTR 2 325,000 0 0
Airbnb, Inc. COM 009066101   59,671,387 438,309 SH   SOLE   199,571 0 238,738
Airbnb, Inc. COM 009066101   13,614,000 100,000 SH   OTR 1 100,000 0 0
Alphabet Inc. Class A COM 02079k305   620,922 4,445 SH   SOLE   4,445 0 0
Alphabet Inc. Class C COM 02079k107   5,328,141 37,807 SH   SOLE   28,807 0 9,000
Alphabet Inc. Class C COM 02079k107   112,744,000 800,000 SH   OTR 2 800,000 0 0
Amazon.com, Inc. COM 023135106   153,896,228 1,012,875 SH   SOLE   537,565 0 475,310
Amazon.com, Inc. COM 023135106   30,859,014 203,100 SH   OTR 1 203,100 0 0
Amazon.com, Inc. COM 023135106   69,892,400 460,000 SH   OTR 2 460,000 0 0
American Express Company COM 025816109   318,478 1,700 SH   SOLE   1,700 0 0
Amgen Inc. COM 031162100   2,699,899 9,374 SH   SOLE   8,941 0 433
Amphenol Corporation COM 032095101   1,531,559 15,450 SH   SOLE   13,915 0 1,535
Amphenol Corporation COM 032095101   13,878,200 140,000 SH   OTR 2 140,000 0 0
Apple Inc. COM 037833100   9,492,114 49,302 SH   SOLE   47,375 0 1,927
Apple Inc. COM 037833100   88,563,800 460,000 SH   OTR 2 460,000 0 0
Applied Materials, Inc. COM 038222105   12,317,320 76,000 SH   OTR 2 76,000 0 0
Arista Networks, Inc. COM 040413106   14,837,130 63,000 SH   OTR 2 63,000 0 0
ASML Holding N.V. COM n07059210   32,005,605 42,284 SH   SOLE   24,889 0 17,395
ASML Holding N.V. COM n07059210   8,326,120 11,000 SH   OTR 1 11,000 0 0
ASML Holding N.V. COM n07059210   13,624,560 18,000 SH   OTR 2 18,000 0 0
Aspen Aerogels, Inc. COM 04523y105   4,431,056 280,802 SH   SOLE   165,492 0 115,310
Axon Enterprise, Inc. COM 05464c101   94,090,761 364,227 SH   SOLE   187,007 0 177,220
Axon Enterprise, Inc. COM 05464c101   21,583,472 83,550 SH   OTR 1 83,550 0 0
Axon Enterprise, Inc. COM 05464c101   18,083,100 70,000 SH   OTR 2 70,000 0 0
Becton, Dickinson and Company COM 075887109   1,367,886 5,610 SH   SOLE   5,090 0 520
Bill Holdings, Inc. COM 090043100   46,252,637 566,891 SH   SOLE   266,221 0 300,670
Bill Holdings, Inc. COM 090043100   11,137,035 136,500 SH   OTR 1 136,500 0 0
BlackRock, Inc. COM 09247x101   3,655,535 4,503 SH   SOLE   4,215 0 288
Blackstone Inc. COM 09260d107   1,862,992 14,230 SH   SOLE   13,050 0 1,180
Booking Holdings Inc. COM 09857l108   6,239,560 1,759 SH   SOLE   1,744 0 15
Booking Holdings Inc. COM 09857l108   8,868,050 2,500 SH   OTR 2 2,500 0 0
Broadcom Inc. COM 11135f101   33,487,500 30,000 SH   OTR 2 30,000 0 0
Broadridge Financial Solutions COM 11133t103   8,847,250 43,000 SH   OTR 2 43,000 0 0
Cadence Design Systems, Inc. COM 127387108   28,236,870 103,671 SH   SOLE   52,196 0 51,475
Cadence Design Systems, Inc. COM 127387108   8,988,210 33,000 SH   OTR 1 33,000 0 0
Cadence Design Systems, Inc. COM 127387108   13,618,500 50,000 SH   OTR 2 50,000 0 0
CDW Corporation COM 12514g108   1,795,828 7,900 SH   SOLE   7,155 0 745
CDW Corporation COM 12514g108   12,502,600 55,000 SH   OTR 2 55,000 0 0
Cintas Corporation COM 172908105   3,055,486 5,070 SH   SOLE   4,730 0 340
Cisco Systems, Inc. COM 17275r102   1,969,017 38,975 SH   SOLE   36,775 0 2,200
Cisco Systems, Inc. COM 17275r102   7,072,800 140,000 SH   OTR 2 140,000 0 0
Constellation Brands, Inc. COM 21036p108   1,717,634 7,105 SH   SOLE   6,445 0 660
Costco Wholesale Corporation COM 22160k105   5,719,638 8,665 SH   SOLE   8,365 0 300
CrowdStrike Holdings, Inc. COM 22788c105   38,093,744 149,200 SH   SOLE   54,850 0 94,350
CrowdStrike Holdings, Inc. COM 22788c105   10,953,228 42,900 SH   OTR 1 42,900 0 0
CrowdStrike Holdings, Inc. COM 22788c105   21,702,200 85,000 SH   OTR 2 85,000 0 0
Cytek Biosciences, Inc. COM 23285d109   385,776 42,300 SH   SOLE   42,300 0 0
D. R. Horton, Inc. COM 23331a109   237,849 1,565 SH   SOLE   1,565 0 0
Datadog, Inc. COM 23804l103   14,007,859 115,405 SH   SOLE   69,985 0 45,420
Datadog, Inc. COM 23804l103   6,069,000 50,000 SH   OTR 2 50,000 0 0
DigitalBridge Group, Inc. COM 25401t603   3,736,020 213,000 SH   OTR 2 213,000 0 0
DLocal Limited COM g29018101   15,504,347 876,447 SH   SOLE   499,747 0 376,700
DLocal Limited COM g29018101   2,618,120 148,000 SH   OTR 1 148,000 0 0
DLocal Limited COM g29018101   3,891,800 220,000 SH   OTR 2 220,000 0 0
DoubleVerify Holdings, Inc. COM 25862v105   54,292,429 1,476,140 SH   SOLE   745,365 0 730,775
DoubleVerify Holdings, Inc. COM 25862v105   13,075,290 355,500 SH   OTR 1 355,500 0 0
DoubleVerify Holdings, Inc. COM 25862v105   12,505,200 340,000 SH   OTR 2 340,000 0 0
e.l.f. Beauty, Inc. COM 26856l103   45,342,535 314,137 SH   SOLE   155,027 0 159,110
e.l.f. Beauty, Inc. COM 26856l103   11,691,540 81,000 SH   OTR 1 81,000 0 0
Ecolab Inc. COM 278865100   1,099,851 5,545 SH   SOLE   4,760 0 785
Evolent Health, Inc. COM 30050b101   6,132,020 185,650 SH   SOLE   69,550 0 116,100
Evolent Health, Inc. COM 30050b101   2,117,223 64,100 SH   OTR 1 64,100 0 0
Exact Sciences Corporation COM 30063p105   65,903,160 890,824 SH   SOLE   443,474 0 447,350
Exact Sciences Corporation COM 30063p105   17,681,220 239,000 SH   OTR 1 239,000 0 0
First Solar, Inc. COM 336433107   35,159,592 204,084 SH   SOLE   110,334 0 93,750
First Solar, Inc. COM 336433107   8,097,160 47,000 SH   OTR 1 47,000 0 0
First Solar, Inc. COM 336433107   14,643,800 85,000 SH   OTR 2 85,000 0 0
Global-E Online Ltd. COM m5216v106   48,279,644 1,218,260 SH   SOLE   643,526 0 574,734
Global-E Online Ltd. COM m5216v106   9,507,237 239,900 SH   OTR 1 239,900 0 0
Global-E Online Ltd. COM m5216v106   10,898,250 275,000 SH   OTR 2 275,000 0 0
HubSpot, Inc. COM 443573100   8,670,365 14,935 SH   SOLE   6,670 0 8,265
HubSpot, Inc. COM 443573100   2,612,430 4,500 SH   OTR 1 4,500 0 0
HubSpot, Inc. COM 443573100   4,063,780 7,000 SH   OTR 2 7,000 0 0
Intuit Inc. COM 461202103   3,778,931 6,046 SH   SOLE   5,666 0 380
Intuit Inc. COM 461202103   11,250,540 18,000 SH   OTR 2 18,000 0 0
Johnson & Johnson COM 478160104   2,256,116 14,394 SH   SOLE   13,470 0 924
JPMorgan Chase & Co. COM 46625h100   5,168,999 30,388 SH   SOLE   28,608 0 1,780
KLA Corporation COM 482480100   11,626,000 20,000 SH   OTR 2 20,000 0 0
Mastercard Incorporated COM 57636q104   14,927,850 35,000 SH   OTR 2 35,000 0 0
MercadoLibre, Inc. COM 58733r102   157,671,037 100,329 SH   SOLE   53,389 0 46,940
MercadoLibre, Inc. COM 58733r102   37,716,960 24,000 SH   OTR 1 24,000 0 0
MercadoLibre, Inc. COM 58733r102   26,716,180 17,000 SH   OTR 2 17,000 0 0
Meta Platforms, Inc. COM 30303m102   52,515,629 148,366 SH   SOLE   71,716 0 76,650
Meta Platforms, Inc. COM 30303m102   14,724,736 41,600 SH   OTR 1 41,600 0 0
Meta Platforms, Inc. COM 30303m102   92,029,600 260,000 SH   OTR 2 260,000 0 0
Micron Technology, Inc. COM 595112103   21,335,000 250,000 SH   OTR 2 250,000 0 0
Microsoft Corporation COM 594918104   10,431,632 27,741 SH   SOLE   26,517 0 1,224
Microsoft Corporation COM 594918104   110,931,800 295,000 SH   OTR 2 295,000 0 0
MongoDB, Inc. COM 60937p106   17,737,140 43,383 SH   SOLE   26,833 0 16,550
MongoDB, Inc. COM 60937p106   26,575,250 65,000 SH   OTR 2 65,000 0 0
Monolithic Power Systems, Inc. COM 609839105   8,274,572 13,118 SH   SOLE   12,253 0 865
Monolithic Power Systems, Inc. COM 609839105   25,231,200 40,000 SH   OTR 2 40,000 0 0
Natera, Inc. COM 632307104   21,549,037 344,014 SH   SOLE   163,614 0 180,400
Natera, Inc. COM 632307104   5,825,520 93,000 SH   OTR 1 93,000 0 0
Netflix, Inc. COM 64110l106   75,496,100 155,061 SH   SOLE   86,601 0 68,460
Netflix, Inc. COM 64110l106   14,119,520 29,000 SH   OTR 1 29,000 0 0
NIKE, Inc. COM 654106103   903,845 8,325 SH   SOLE   7,515 0 810
NVIDIA Corporation COM 67066g104   168,593,192 340,441 SH   SOLE   186,146 0 154,295
NVIDIA Corporation COM 67066g104   33,402,589 67,450 SH   OTR 1 67,450 0 0
NVIDIA Corporation COM 67066g104   106,472,300 215,000 SH   OTR 2 215,000 0 0
NXP Semiconductors N.V. COM n6596x109   20,900,880 91,000 SH   OTR 2 91,000 0 0
On Holding AG COM h5919c104   15,869,930 588,429 SH   SOLE   229,199 0 359,230
On Holding AG COM h5919c104   5,798,550 215,000 SH   OTR 1 215,000 0 0
ON Semiconductor Corporation COM 682189105   2,924 35 SH   SOLE   35 0 0
ON Semiconductor Corporation COM 682189105   13,364,800 160,000 SH   OTR 2 160,000 0 0
Oracle Corporation COM 68389x105   870,852 8,260 SH   SOLE   7,435 0 825
Oracle Corporation COM 68389x105   18,450,250 175,000 SH   OTR 2 175,000 0 0
PACCAR Inc COM 693718108   2,269,581 23,242 SH   SOLE   21,705 0 1,537
Palo Alto Networks, Inc. COM 697435105   44,766,028 151,811 SH   SOLE   90,836 0 60,975
Palo Alto Networks, Inc. COM 697435105   11,234,928 38,100 SH   OTR 1 38,100 0 0
Palo Alto Networks, Inc. COM 697435105   44,232,000 150,000 SH   OTR 2 150,000 0 0
Paychex, Inc. COM 704326107   2,709,157 22,745 SH   SOLE   21,820 0 925
Paylocity Holding Corporation COM 70438v106   17,386,894 105,471 SH   SOLE   46,396 0 59,075
Paylocity Holding Corporation COM 70438v106   5,440,050 33,000 SH   OTR 1 33,000 0 0
QUALCOMM Incorporated COM 747525103   3,435,252 23,752 SH   SOLE   23,027 0 725
Repligen Corporation COM 759916109   18,074,035 100,523 SH   SOLE   45,273 0 55,250
Repligen Corporation COM 759916109   5,394,000 30,000 SH   OTR 1 30,000 0 0
Rivian Automotive, Inc. COM 76954a103   4,219,797 179,872 SH   SOLE   103,922 0 75,950
Salesforce, Inc. COM 79466l302   15,262,120 58,000 SH   OTR 2 58,000 0 0
Savers Value Village, Inc. COM 80517m109   192,918 11,100 SH   SOLE   11,100 0 0
ServiceNow, Inc. COM 81762p102   64,267,982 90,968 SH   SOLE   50,393 0 40,575
ServiceNow, Inc. COM 81762p102   15,966,674 22,600 SH   OTR 1 22,600 0 0
ServiceNow, Inc. COM 81762p102   35,324,500 50,000 SH   OTR 2 50,000 0 0
Shopify Inc. COM 82509l107   136,393,085 1,750,874 SH   SOLE   920,974 0 829,900
Shopify Inc. COM 82509l107   31,432,650 403,500 SH   OTR 1 403,500 0 0
Shopify Inc. COM 82509l107   35,055,000 450,000 SH   OTR 2 450,000 0 0
Snowflake Inc. COM 833445109   90,448,883 454,517 SH   SOLE   239,407 0 215,110
Snowflake Inc. COM 833445109   19,900,000 100,000 SH   OTR 1 100,000 0 0
Snowflake Inc. COM 833445109   21,890,000 110,000 SH   OTR 2 110,000 0 0
Sprout Social, Inc. COM 85209w109   13,399,327 218,088 SH   SOLE   71,743 0 146,345
Sprout Social, Inc. COM 85209w109   3,993,600 65,000 SH   OTR 1 65,000 0 0
Starbucks Corporation COM 855244109   1,776,857 18,507 SH   SOLE   16,837 0 1,670
Symbotic Inc. COM 87151x101   962,438 18,750 SH   SOLE   18,750 0 0
Tesla, Inc. COM 88160r101   203,083,449 817,303 SH   SOLE   449,803 0 367,500
Tesla, Inc. COM 88160r101   41,241,468 165,975 SH   OTR 1 165,975 0 0
Tesla, Inc. COM 88160r101   40,129,520 161,500 SH   OTR 2 161,500 0 0
The Estee Lauder Companies Inc COM 518439104   1,011,758 6,918 SH   SOLE   6,348 0 570
The Home Depot, Inc. COM 437076102   3,885,519 11,212 SH   SOLE   10,655 0 557
The Progressive Corporation COM 743315103   3,118,702 19,580 SH   SOLE   18,155 0 1,425
The Trade Desk, Inc. COM 88339j105   125,869,482 1,749,159 SH   SOLE   895,684 0 853,475
The Trade Desk, Inc. COM 88339j105   26,265,400 365,000 SH   OTR 1 365,000 0 0
The Trade Desk, Inc. COM 88339j105   28,784,000 400,000 SH   OTR 2 400,000 0 0
The Walt Disney Company COM 254687106   868,138 9,615 SH   SOLE   8,282 0 1,333
Toast, Inc. COM 888787108   15,862,517 868,703 SH   SOLE   450,703 0 418,000
Toast, Inc. COM 888787108   3,031,160 166,000 SH   OTR 1 166,000 0 0
Toast, Inc. COM 888787108   6,573,600 360,000 SH   OTR 2 360,000 0 0
Tractor Supply Company COM 892356106   766,582 3,565 SH   SOLE   3,315 0 250
Uber Technologies, Inc. COM 90353t100   116,204,201 1,887,351 SH   SOLE   942,356 0 944,995
Uber Technologies, Inc. COM 90353t100   24,012,300 390,000 SH   OTR 1 390,000 0 0
Uber Technologies, Inc. COM 90353t100   18,471,000 300,000 SH   OTR 2 300,000 0 0
Veeva Systems Inc. COM 922475108   39,019,376 202,677 SH   SOLE   101,837 0 100,840
Veeva Systems Inc. COM 922475108   10,781,120 56,000 SH   OTR 1 56,000 0 0
Visa Inc. COM 92826c839   4,750,867 18,248 SH   SOLE   17,173 0 1,075
Visa Inc. COM 92826c839   14,319,250 55,000 SH   OTR 2 55,000 0 0
Wingstop Inc. COM 974155103   38,677,896 150,744 SH   SOLE   82,589 0 68,155
Wingstop Inc. COM 974155103   10,519,780 41,000 SH   OTR 1 41,000 0 0
Xometry, Inc. COM 98423f109   7,163,865 199,495 SH   SOLE   131,795 0 67,700
Zillow Group, Inc. Class C COM 98954m200   56,480,270 976,154 SH   SOLE   466,704 0 509,450
Zillow Group, Inc. Class C COM 98954m200   12,729,200 220,000 SH   OTR 1 220,000 0 0
Zoetis Inc. COM 98978v103   3,047,393 15,440 SH   SOLE   14,520 0 920
Zscaler, Inc. COM 98980g102   11,078,000 50,000 SH   OTR 2 50,000 0 0
iShares MSCI KLD 400 Social COM 464288570   374,580 4,114 SH   SOLE   4,114 0 0
Spdr Dow Jones Industrial Avrg COM 78467x109   244,966 650 SH   SOLE   650 0 0
SPDR S&P 500 ETF Trust COM 78462f103   2,529,880 5,323 SH   SOLE   4,183 0 1,140