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   2,315,910 21,094 SH   SOLE   20,654 0 440
AbbVie Inc. COM 00287y109   310,776 1,923 SH   SOLE   1,923 0 0
Advanced Micro Devices, Inc. COM 007903107   17,225,582 265,950 SH   SOLE   195,500 0 70,450
Advanced Micro Devices, Inc. COM 007903107   3,594,735 55,500 SH   OTR 1 55,500 0 0
Advanced Micro Devices, Inc. COM 007903107   12,306,300 190,000 SH   OTR 2 190,000 0 0
Airbnb, Inc. COM 009066101   48,802,802 570,793 SH   SOLE   385,013 0 185,780
Airbnb, Inc. COM 009066101   8,037,000 94,000 SH   OTR 1 94,000 0 0
Airbnb, Inc. COM 009066101   2,565,000 30,000 SH   OTR 2 30,000 0 0
Alphabet Inc. Class A COM 02079k305   402,329 4,560 SH   SOLE   4,560 0 0
Alphabet Inc. Class C COM 02079k107   227,770 2,567 SH   SOLE   2,567 0 0
Alphabet Inc. Class C COM 02079k107   78,082,400 880,000 SH   OTR 2 880,000 0 0
Amazon.com, Inc. COM 023135106   90,859,860 1,081,665 SH   SOLE   799,100 0 282,565
Amazon.com, Inc. COM 023135106   18,177,600 216,400 SH   OTR 1 216,400 0 0
Amazon.com, Inc. COM 023135106   67,603,200 804,800 SH   OTR 2 804,800 0 0
American Express Company COM 025816109   251,175 1,700 SH   SOLE   1,700 0 0
Amgen Inc. COM 031162100   2,108,737 8,029 SH   SOLE   7,859 0 170
Amphenol Corporation COM 032095101   1,241,843 16,310 SH   SOLE   15,975 0 335
Amphenol Corporation COM 032095101   18,349,740 241,000 SH   OTR 2 241,000 0 0
Apple Inc. COM 037833100   6,860,954 52,805 SH   SOLE   52,395 0 410
Apple Inc. COM 037833100   74,060,100 570,000 SH   OTR 2 570,000 0 0
Applied Materials, Inc. COM 038222105   6,816,600 70,000 SH   OTR 2 70,000 0 0
Arista Networks, Inc. COM 040413106   4,854,000 40,000 SH   OTR 2 40,000 0 0
ASML Holding N.V. COM n07059210   19,149,681 35,047 SH   SOLE   27,132 0 7,915
ASML Holding N.V. COM n07059210   3,333,040 6,100 SH   OTR 1 6,100 0 0
ASML Holding N.V. COM n07059210   7,103,200 13,000 SH   OTR 2 13,000 0 0
Aspen Aerogels, Inc. COM 04523y105   3,106,630 263,497 SH   SOLE   262,372 0 1,125
Aspen Technology, Inc. COM 29109x106   16,432,000 80,000 SH   OTR 2 80,000 0 0
Automatic Data Processing, Inc COM 053015103   4,777,200 20,000 SH   OTR 2 20,000 0 0
Axon Enterprise, Inc. COM 05464c101   67,632,072 407,594 SH   SOLE   294,994 0 112,600
Axon Enterprise, Inc. COM 05464c101   13,274,400 80,000 SH   OTR 1 80,000 0 0
Axon Enterprise, Inc. COM 05464c101   10,619,520 64,000 SH   OTR 2 64,000 0 0
Becton, Dickinson and Company COM 075887109   1,525,800 6,000 SH   SOLE   5,855 0 145
Bill.com Holdings, Inc. COM 090043100   61,757,765 566,793 SH   SOLE   410,933 0 155,860
Bill.com Holdings, Inc. COM 090043100   12,505,884 114,775 SH   OTR 1 114,775 0 0
Bill.com Holdings, Inc. COM 090043100   9,370,560 86,000 SH   OTR 2 86,000 0 0
BlackRock, Inc. COM 09247x101   3,495,672 4,933 SH   SOLE   4,858 0 75
Blackstone Inc. COM 09260d107   1,389,950 18,735 SH   SOLE   18,455 0 280
Block, Inc. COM 852234103   30,419,273 484,075 SH   SOLE   340,735 0 143,340
Block, Inc. COM 852234103   2,827,800 45,000 SH   OTR 1 45,000 0 0
Block, Inc. COM 852234103   1,885,200 30,000 SH   OTR 2 30,000 0 0
Booking Holdings Inc. COM 09857l108   3,121,669 1,549 SH   SOLE   1,534 0 15
Booking Holdings Inc. COM 09857l108   6,045,840 3,000 SH   OTR 2 3,000 0 0
Bumble Inc. COM 12047b105   5,541,413 263,250 SH   SOLE   261,980 0 1,270
Bumble Inc. COM 12047b105   3,683,750 175,000 SH   OTR 2 175,000 0 0
Cadence Design Systems, Inc. COM 127387108   3,212,800 20,000 SH   OTR 2 20,000 0 0
CDW Corporation COM 12514g108   1,439,355 8,060 SH   SOLE   7,915 0 145
CDW Corporation COM 12514g108   15,179,300 85,000 SH   OTR 2 85,000 0 0
Celsius Holdings, Inc. COM 15118v207   9,141,475 87,865 SH   SOLE   66,690 0 21,175
Celsius Holdings, Inc. COM 15118v207   1,633,428 15,700 SH   OTR 1 15,700 0 0
Cintas Corporation COM 172908105   2,296,488 5,085 SH   SOLE   4,990 0 95
Cisco Systems, Inc. COM 17275r102   1,557,828 32,700 SH   SOLE   31,800 0 900
Cisco Systems, Inc. COM 17275r102   3,573,000 75,000 SH   OTR 2 75,000 0 0
Cloudflare, Inc. COM 18915m107   6,962,114 153,995 SH   SOLE   104,975 0 49,020
Cloudflare, Inc. COM 18915m107   1,668,249 36,900 SH   OTR 1 36,900 0 0
Coinbase Global, Inc. COM 19260q107   252,685 7,140 SH   SOLE   7,140 0 0
Constellation Brands, Inc. COM 21036p108   1,662,806 7,175 SH   SOLE   6,965 0 210
Costco Wholesale Corporation COM 22160k105   3,965,190 8,686 SH   SOLE   8,586 0 100
CrowdStrike Holdings, Inc. COM 22788c105   22,727,478 215,856 SH   SOLE   145,296 0 70,560
CrowdStrike Holdings, Inc. COM 22788c105   5,580,370 53,000 SH   OTR 1 53,000 0 0
CrowdStrike Holdings, Inc. COM 22788c105   18,425,750 175,000 SH   OTR 2 175,000 0 0
Datadog, Inc. COM 23804l103   7,409,903 100,815 SH   SOLE   100,305 0 510
DoubleVerify Holdings, Inc. COM 25862v105   32,979,616 1,501,804 SH   SOLE   1,032,104 0 469,700
DoubleVerify Holdings, Inc. COM 25862v105   7,576,200 345,000 SH   OTR 1 345,000 0 0
DoubleVerify Holdings, Inc. COM 25862v105   5,885,280 268,000 SH   OTR 2 268,000 0 0
Ecolab Inc. COM 278865100   839,881 5,770 SH   SOLE   5,485 0 285
Enphase Energy, Inc. COM 29355a107   54,277,321 204,851 SH   SOLE   138,936 0 65,915
Enphase Energy, Inc. COM 29355a107   12,453,120 47,000 SH   OTR 1 47,000 0 0
Enphase Energy, Inc. COM 29355a107   15,897,600 60,000 SH   OTR 2 60,000 0 0
Exact Sciences Corporation COM 30063p105   55,219,889 1,115,328 SH   SOLE   747,838 0 367,490
Exact Sciences Corporation COM 30063p105   13,367,700 270,000 SH   OTR 1 270,000 0 0
First Solar, Inc. COM 336433107   24,287,700 162,145 SH   SOLE   122,945 0 39,200
First Solar, Inc. COM 336433107   5,242,650 35,000 SH   OTR 1 35,000 0 0
First Solar, Inc. COM 336433107   10,485,300 70,000 SH   OTR 2 70,000 0 0
Ford Motor Company COM 345370860   468,282 40,265 SH   SOLE   37,445 0 2,820
Fortinet, Inc. COM 34959e109   17,600,400 360,000 SH   OTR 2 360,000 0 0
GitLab Inc. COM 37637k108   2,152,947 47,380 SH   SOLE   47,145 0 235
GitLab Inc. COM 37637k108   3,408,000 75,000 SH   OTR 2 75,000 0 0
Global-E Online Ltd. COM m5216v106   27,048,472 1,310,488 SH   SOLE   951,468 0 359,020
Global-E Online Ltd. COM m5216v106   5,779,200 280,000 SH   OTR 1 280,000 0 0
Global-E Online Ltd. COM m5216v106   5,795,712 280,800 SH   OTR 2 280,800 0 0
Intuit Inc. COM 461202103   2,543,942 6,536 SH   SOLE   6,456 0 80
Intuit Inc. COM 461202103   9,730,500 25,000 SH   OTR 2 25,000 0 0
Johnson & Johnson COM 478160104   2,503,837 14,174 SH   SOLE   13,869 0 305
JPMorgan Chase & Co. COM 46625h100   3,868,517 28,848 SH   SOLE   28,168 0 680
KLA Corporation COM 482480100   7,540,600 20,000 SH   OTR 2 20,000 0 0
Marqeta, Inc. COM 57142b104   1,814,273 296,935 SH   SOLE   295,485 0 1,450
Mastercard Incorporated COM 57636q104   29,557,050 85,000 SH   OTR 2 85,000 0 0
MercadoLibre, Inc. COM 58733r102   119,519,553 141,236 SH   SOLE   101,716 0 39,520
MercadoLibre, Inc. COM 58733r102   23,271,600 27,500 SH   OTR 1 27,500 0 0
MercadoLibre, Inc. COM 58733r102   14,386,080 17,000 SH   OTR 2 17,000 0 0
Micron Technology, Inc. COM 595112103   12,495,000 250,000 SH   OTR 2 250,000 0 0
Microsoft Corporation COM 594918104   6,745,658 28,128 SH   SOLE   27,883 0 245
Microsoft Corporation COM 594918104   86,335,200 360,000 SH   OTR 2 360,000 0 0
MongoDB, Inc. COM 60937p106   21,697,280 110,228 SH   SOLE   87,938 0 22,290
MongoDB, Inc. COM 60937p106   2,972,284 15,100 SH   OTR 1 15,100 0 0
MongoDB, Inc. COM 60937p106   19,684,000 100,000 SH   OTR 2 100,000 0 0
Monolithic Power Systems, Inc. COM 609839105   4,825,008 13,645 SH   SOLE   13,380 0 265
Monolithic Power Systems, Inc. COM 609839105   12,765,321 36,100 SH   OTR 2 36,100 0 0
Netflix, Inc. COM 64110l106   28,944,241 98,156 SH   SOLE   67,391 0 30,765
Netflix, Inc. COM 64110l106   4,423,200 15,000 SH   OTR 1 15,000 0 0
NIKE, Inc. COM 654106103   1,522,300 13,010 SH   SOLE   12,850 0 160
NVIDIA Corporation COM 67066g104   79,530,557 544,208 SH   SOLE   398,493 0 145,715
NVIDIA Corporation COM 67066g104   15,490,840 106,000 SH   OTR 1 106,000 0 0
NVIDIA Corporation COM 67066g104   35,073,600 240,000 SH   OTR 2 240,000 0 0
NXP Semiconductors N.V. COM n6596x109   14,380,730 91,000 SH   OTR 2 91,000 0 0
On Holding AG COM h5919c104   14,651,208 853,800 SH   SOLE   536,525 0 317,275
On Holding AG COM h5919c104   3,286,140 191,500 SH   OTR 1 191,500 0 0
ON Semiconductor Corporation COM 682189105   38,981,250 625,000 SH   OTR 2 625,000 0 0
Oracle Corporation COM 68389x105   16,348 200 SH   SOLE   200 0 0
Oracle Corporation COM 68389x105   17,982,800 220,000 SH   OTR 2 220,000 0 0
PACCAR Inc COM 693718108   1,555,808 15,720 SH   SOLE   15,395 0 325
Palo Alto Networks, Inc. COM 697435105   20,843,927 149,376 SH   SOLE   105,756 0 43,620
Palo Alto Networks, Inc. COM 697435105   3,767,580 27,000 SH   OTR 1 27,000 0 0
Palo Alto Networks, Inc. COM 697435105   26,512,600 190,000 SH   OTR 2 190,000 0 0
Paychex, Inc. COM 704326107   2,820,820 24,410 SH   SOLE   24,185 0 225
Paycom Software, Inc. COM 70432v102   5,275,270 17,000 SH   OTR 2 17,000 0 0
Paylocity Holding Corporation COM 70438v106   36,519,909 187,995 SH   SOLE   128,480 0 59,515
Paylocity Holding Corporation COM 70438v106   8,158,920 42,000 SH   OTR 1 42,000 0 0
Paylocity Holding Corporation COM 70438v106   5,109,038 26,300 SH   OTR 2 26,300 0 0
QUALCOMM Incorporated COM 747525103   3,394,617 30,877 SH   SOLE   30,652 0 225
QUALCOMM Incorporated COM 747525103   10,664,180 97,000 SH   OTR 2 97,000 0 0
Repligen Corporation COM 759916109   14,014,635 82,775 SH   SOLE   55,625 0 27,150
Repligen Corporation COM 759916109   3,902,596 23,050 SH   OTR 1 23,050 0 0
Rivian Automotive, Inc. COM 76954a103   1,460,707 79,257 SH   SOLE   78,857 0 400
Rivian Automotive, Inc. COM 76954a103   1,105,800 60,000 SH   OTR 2 60,000 0 0
Seagen Inc. COM 81181c104   28,395,570 220,960 SH   SOLE   138,070 0 82,890
Seagen Inc. COM 81181c104   6,425,500 50,000 SH   OTR 1 50,000 0 0
ServiceNow, Inc. COM 81762p102   40,733,794 104,911 SH   SOLE   74,261 0 30,650
ServiceNow, Inc. COM 81762p102   8,736,075 22,500 SH   OTR 1 22,500 0 0
ServiceNow, Inc. COM 81762p102   21,354,850 55,000 SH   OTR 2 55,000 0 0
Shoals Technologies Group, Inc COM 82489w107   13,318,593 539,870 SH   SOLE   437,165 0 102,705
Shoals Technologies Group, Inc COM 82489w107   1,924,260 78,000 SH   OTR 1 78,000 0 0
Shoals Technologies Group, Inc COM 82489w107   2,467,000 100,000 SH   OTR 2 100,000 0 0
Shopify Inc. COM 82509l107   91,486,813 2,635,748 SH   SOLE   1,911,623 0 724,125
Shopify Inc. COM 82509l107   19,090,500 550,000 SH   OTR 1 550,000 0 0
Shopify Inc. COM 82509l107   19,090,500 550,000 SH   OTR 2 550,000 0 0
Snowflake Inc. COM 833445109   58,491,402 407,492 SH   SOLE   303,747 0 103,745
Snowflake Inc. COM 833445109   11,483,200 80,000 SH   OTR 1 80,000 0 0
Snowflake Inc. COM 833445109   13,062,140 91,000 SH   OTR 2 91,000 0 0
Sprout Social, Inc. COM 85209w109   59,145,463 1,047,564 SH   SOLE   746,914 0 300,650
Sprout Social, Inc. COM 85209w109   12,985,800 230,000 SH   OTR 1 230,000 0 0
Sprout Social, Inc. COM 85209w109   6,775,200 120,000 SH   OTR 2 120,000 0 0
Starbucks Corporation COM 855244109   1,863,670 18,787 SH   SOLE   18,217 0 570
Tesla, Inc. COM 88160r101   106,281,305 862,813 SH   SOLE   653,281 0 209,532
Tesla, Inc. COM 88160r101   21,479,513 174,375 SH   OTR 1 174,375 0 0
Tesla, Inc. COM 88160r101   21,556,500 175,000 SH   OTR 2 175,000 0 0
The Estee Lauder Companies Inc COM 518439104   2,596,471 10,465 SH   SOLE   10,345 0 120
The Home Depot, Inc. COM 437076102   4,356,341 13,792 SH   SOLE   13,622 0 170
The Progressive Corporation COM 743315103   2,638,950 20,345 SH   SOLE   19,765 0 580
The Trade Desk, Inc. COM 88339j105   110,770,626 2,470,904 SH   SOLE   1,787,128 0 683,776
The Trade Desk, Inc. COM 88339j105   21,007,338 468,600 SH   OTR 1 468,600 0 0
The Trade Desk, Inc. COM 88339j105   25,194,460 562,000 SH   OTR 2 562,000 0 0
The Walt Disney Company COM 254687106   1,011,718 11,645 SH   SOLE   11,190 0 455
Tyson Foods, Inc. COM 902494103   861,976 13,847 SH   SOLE   13,247 0 600
Uber Technologies, Inc. COM 90353t100   58,660,673 2,372,045 SH   SOLE   1,697,300 0 674,745
Uber Technologies, Inc. COM 90353t100   11,128,500 450,000 SH   OTR 1 450,000 0 0
Uber Technologies, Inc. COM 90353t100   13,601,500 550,000 SH   OTR 2 550,000 0 0
Unity Software Inc. COM 91332u101   12,466,755 436,053 SH   SOLE   293,403 0 142,650
Unity Software Inc. COM 91332u101   1,429,500 50,000 SH   OTR 1 50,000 0 0
Veeva Systems Inc. COM 922475108   37,601,379 232,999 SH   SOLE   158,149 0 74,850
Veeva Systems Inc. COM 922475108   8,399,829 52,050 SH   OTR 1 52,050 0 0
Veeva Systems Inc. COM 922475108   2,420,700 15,000 SH   OTR 2 15,000 0 0
Visa Inc. COM 92826c839   3,651,382 17,575 SH   SOLE   17,225 0 350
Visa Inc. COM 92826c839   37,396,800 180,000 SH   OTR 2 180,000 0 0
Wingstop Inc. COM 974155103   22,072,459 160,387 SH   SOLE   107,427 0 52,960
Wingstop Inc. COM 974155103   4,753,395 34,540 SH   OTR 1 34,540 0 0
Xometry, Inc. COM 98423f109   13,226,064 410,365 SH   SOLE   311,905 0 98,460
Xometry, Inc. COM 98423f109   2,455,926 76,200 SH   OTR 1 76,200 0 0
Xometry, Inc. COM 98423f109   2,094,950 65,000 SH   OTR 2 65,000 0 0
Zillow Group, Inc. Class C COM 98954m200   39,321,259 1,220,778 SH   SOLE   884,623 0 336,155
Zillow Group, Inc. Class C COM 98954m200   7,891,450 245,000 SH   OTR 1 245,000 0 0
Zoetis Inc. COM 98978v103   2,447,385 16,700 SH   SOLE   16,550 0 150
Zscaler, Inc. COM 98980g102   13,987,500 125,000 SH   OTR 2 125,000 0 0
iShares MSCI KLD 400 Social COM 464288570   360,888 5,027 SH   SOLE   5,027 0 0
Spdr Dow Jones Industrial Avrg COM 78467x109   215,365 650 SH   SOLE   650 0 0
SPDR S&P 500 ETF Trust COM 78462f103   2,416,479 6,319 SH   SOLE   5,104 0 1,215