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   2,142,560 21,159 SH   SOLE   19,669 0 1,490
AbbVie Inc. COM 00287y109   306,469 1,923 SH   SOLE   1,923 0 0
Adobe Inc. COM 00724f101   11,561,100 30,000 SH   OTR 2 30,000 0 0
Advanced Micro Devices, Inc. COM 007903107   52,490,628 535,564 SH   SOLE   248,754 0 286,810
Advanced Micro Devices, Inc. COM 007903107   11,359,359 115,900 SH   OTR 1 115,900 0 0
Advanced Micro Devices, Inc. COM 007903107   22,297,275 227,500 SH   OTR 2 227,500 0 0
Airbnb, Inc. COM 009066101   65,218,690 524,266 SH   SOLE   195,863 0 328,403
Airbnb, Inc. COM 009066101   13,634,240 109,600 SH   OTR 1 109,600 0 0
Airbnb, Inc. COM 009066101   2,488,000 20,000 SH   OTR 2 20,000 0 0
Alphabet Inc. Class A COM 02079k305   461,080 4,445 SH   SOLE   4,445 0 0
Alphabet Inc. Class C COM 02079k107   265,720 2,555 SH   SOLE   2,555 0 0
Alphabet Inc. Class C COM 02079k107   90,480,000 870,000 SH   OTR 2 870,000 0 0
Amazon.com, Inc. COM 023135106   117,084,793 1,133,554 SH   SOLE   560,309 0 573,245
Amazon.com, Inc. COM 023135106   21,360,372 206,800 SH   OTR 1 206,800 0 0
Amazon.com, Inc. COM 023135106   82,632,000 800,000 SH   OTR 2 800,000 0 0
American Express Company COM 025816109   280,415 1,700 SH   SOLE   1,700 0 0
Amgen Inc. COM 031162100   1,947,055 8,054 SH   SOLE   7,621 0 433
Amphenol Corporation COM 032095101   1,345,928 16,470 SH   SOLE   14,935 0 1,535
Amphenol Corporation COM 032095101   17,161,200 210,000 SH   OTR 2 210,000 0 0
Apple Inc. COM 037833100   8,615,201 52,245 SH   SOLE   50,293 0 1,952
Apple Inc. COM 037833100   92,179,100 559,000 SH   OTR 2 559,000 0 0
Applied Materials, Inc. COM 038222105   8,598,100 70,000 SH   OTR 2 70,000 0 0
Arista Networks, Inc. COM 040413106   8,275,498 49,300 SH   OTR 2 49,300 0 0
ASML Holding N.V. COM n07059210   33,399,036 49,065 SH   SOLE   27,040 0 22,025
ASML Holding N.V. COM n07059210   7,487,810 11,000 SH   OTR 1 11,000 0 0
ASML Holding N.V. COM n07059210   11,231,715 16,500 SH   OTR 2 16,500 0 0
Aspen Aerogels, Inc. COM 04523y105   1,705,655 228,947 SH   SOLE   132,512 0 96,435
Axon Enterprise, Inc. COM 05464c101   89,060,837 396,090 SH   SOLE   185,925 0 210,165
Axon Enterprise, Inc. COM 05464c101   17,628,240 78,400 SH   OTR 1 78,400 0 0
Axon Enterprise, Inc. COM 05464c101   14,390,400 64,000 SH   OTR 2 64,000 0 0
Becton, Dickinson and Company COM 075887109   1,491,429 6,025 SH   SOLE   5,505 0 520
Bill Holdings, Inc. COM 090043100   51,714,579 637,350 SH   SOLE   287,250 0 350,100
Bill Holdings, Inc. COM 090043100   11,481,310 141,500 SH   OTR 1 141,500 0 0
Bill Holdings, Inc. COM 090043100   6,978,040 86,000 SH   OTR 2 86,000 0 0
BlackRock, Inc. COM 09247x101   3,356,306 5,016 SH   SOLE   4,728 0 288
Blackstone Inc. COM 09260d107   1,515,679 17,255 SH   SOLE   16,075 0 1,180
Block, Inc. COM 852234103   35,779,556 521,188 SH   SOLE   243,138 0 278,050
Block, Inc. COM 852234103   6,514,885 94,900 SH   OTR 1 94,900 0 0
Block, Inc. COM 852234103   1,373,000 20,000 SH   OTR 2 20,000 0 0
Booking Holdings Inc. COM 09857l108   4,792,905 1,807 SH   SOLE   1,792 0 15
Booking Holdings Inc. COM 09857l108   6,631,025 2,500 SH   OTR 2 2,500 0 0
Bumble Inc. COM 12047b105   4,664,141 238,575 SH   SOLE   135,105 0 103,470
Cadence Design Systems, Inc. COM 127387108   16,255,083 77,372 SH   SOLE   33,272 0 44,100
Cadence Design Systems, Inc. COM 127387108   4,222,809 20,100 SH   OTR 1 20,100 0 0
Cadence Design Systems, Inc. COM 127387108   7,353,150 35,000 SH   OTR 2 35,000 0 0
CDW Corporation COM 12514g108   1,629,280 8,360 SH   SOLE   7,615 0 745
CDW Corporation COM 12514g108   16,565,650 85,000 SH   OTR 2 85,000 0 0
Cintas Corporation COM 172908105   2,368,922 5,120 SH   SOLE   4,780 0 340
Cisco Systems, Inc. COM 17275r102   1,796,430 34,365 SH   SOLE   32,765 0 1,600
Cisco Systems, Inc. COM 17275r102   5,765,933 110,300 SH   OTR 2 110,300 0 0
Cloudflare, Inc. COM 18915m107   5,608,902 90,965 SH   SOLE   23,465 0 67,500
Cloudflare, Inc. COM 18915m107   1,899,128 30,800 SH   OTR 1 30,800 0 0
Constellation Brands, Inc. COM 21036p108   1,626,408 7,200 SH   SOLE   6,540 0 660
Costco Wholesale Corporation COM 22160k105   4,247,776 8,549 SH   SOLE   8,249 0 300
CrowdStrike Holdings, Inc. COM 22788c105   22,604,663 164,685 SH   SOLE   52,555 0 112,130
CrowdStrike Holdings, Inc. COM 22788c105   5,888,454 42,900 SH   OTR 1 42,900 0 0
CrowdStrike Holdings, Inc. COM 22788c105   11,804,360 86,000 SH   OTR 2 86,000 0 0
Cytek Biosciences, Inc. COM 23285d109   370,357 40,300 SH   SOLE   40,300 0 0
Datadog, Inc. COM 23804l103   7,323,401 100,790 SH   SOLE   59,110 0 41,680
DigitalBridge Group, Inc. COM 25401t603   2,553,870 213,000 SH   OTR 2 213,000 0 0
DoubleVerify Holdings, Inc. COM 25862v105   46,746,851 1,550,476 SH   SOLE   718,701 0 831,775
DoubleVerify Holdings, Inc. COM 25862v105   10,582,650 351,000 SH   OTR 1 351,000 0 0
DoubleVerify Holdings, Inc. COM 25862v105   7,839,000 260,000 SH   OTR 2 260,000 0 0
Ecolab Inc. COM 278865100   960,074 5,800 SH   SOLE   5,015 0 785
Enphase Energy, Inc. COM 29355a107   53,156,050 252,787 SH   SOLE   113,957 0 138,830
Enphase Energy, Inc. COM 29355a107   13,247,640 63,000 SH   OTR 1 63,000 0 0
Enphase Energy, Inc. COM 29355a107   13,668,200 65,000 SH   OTR 2 65,000 0 0
Exact Sciences Corporation COM 30063p105   67,117,185 989,783 SH   SOLE   439,933 0 549,850
Exact Sciences Corporation COM 30063p105   16,688,041 246,100 SH   OTR 1 246,100 0 0
First Solar, Inc. COM 336433107   34,442,648 158,357 SH   SOLE   85,232 0 73,125
First Solar, Inc. COM 336433107   7,612,500 35,000 SH   OTR 1 35,000 0 0
First Solar, Inc. COM 336433107   15,225,000 70,000 SH   OTR 2 70,000 0 0
Ford Motor Company COM 345370860   476,469 37,815 SH   SOLE   32,495 0 5,320
Fortinet, Inc. COM 34959e109   22,264,100 335,000 SH   OTR 2 335,000 0 0
GitLab Inc. COM 37637k108   1,545,793 45,080 SH   SOLE   27,210 0 17,870
GitLab Inc. COM 37637k108   2,571,750 75,000 SH   OTR 2 75,000 0 0
Global-E Online Ltd. COM m5216v106   38,876,890 1,206,233 SH   SOLE   598,704 0 607,529
Global-E Online Ltd. COM m5216v106   7,731,977 239,900 SH   OTR 1 239,900 0 0
Global-E Online Ltd. COM m5216v106   8,218,650 255,000 SH   OTR 2 255,000 0 0
Impinj, Inc. COM 453204109   545,468 4,025 SH   SOLE   4,025 0 0
Impinj, Inc. COM 453204109   2,710,400 20,000 SH   OTR 2 20,000 0 0
Intuit Inc. COM 461202103   2,858,216 6,411 SH   SOLE   6,031 0 380
Intuit Inc. COM 461202103   11,145,750 25,000 SH   OTR 2 25,000 0 0
Johnson & Johnson COM 478160104   2,212,470 14,274 SH   SOLE   13,350 0 924
JPMorgan Chase & Co. COM 46625h100   3,762,441 28,873 SH   SOLE   27,093 0 1,780
KLA Corporation COM 482480100   7,983,400 20,000 SH   OTR 2 20,000 0 0
Livent Corporation COM 53814l108   412,680 19,000 SH   SOLE   19,000 0 0
Mastercard Incorporated COM 57636q104   21,804,600 60,000 SH   OTR 2 60,000 0 0
MercadoLibre, Inc. COM 58733r102   151,503,089 114,944 SH   SOLE   54,688 0 60,256
MercadoLibre, Inc. COM 58733r102   32,450,637 24,620 SH   OTR 1 24,620 0 0
MercadoLibre, Inc. COM 58733r102   21,088,960 16,000 SH   OTR 2 16,000 0 0
Meta Platforms, Inc. COM 30303m102   45,567 215 SH   SOLE   215 0 0
Meta Platforms, Inc. COM 30303m102   37,576,962 177,300 SH   OTR 2 177,300 0 0
Micron Technology, Inc. COM 595112103   15,085,000 250,000 SH   OTR 2 250,000 0 0
Microsoft Corporation COM 594918104   8,174,119 28,353 SH   SOLE   27,114 0 1,239
Microsoft Corporation COM 594918104   98,022,000 340,000 SH   OTR 2 340,000 0 0
MongoDB, Inc. COM 60937p106   13,515,831 57,978 SH   SOLE   32,288 0 25,690
MongoDB, Inc. COM 60937p106   14,686,560 63,000 SH   OTR 2 63,000 0 0
Monolithic Power Systems, Inc. COM 609839105   6,832,371 13,650 SH   SOLE   12,685 0 965
Monolithic Power Systems, Inc. COM 609839105   18,069,494 36,100 SH   OTR 2 36,100 0 0
Natera, Inc. COM 632307104   12,234,942 220,370 SH   SOLE   66,070 0 154,300
Natera, Inc. COM 632307104   3,644,888 65,650 SH   OTR 1 65,650 0 0
Netflix, Inc. COM 64110l106   48,422,822 140,161 SH   SOLE   70,281 0 69,880
Netflix, Inc. COM 64110l106   9,162,130 26,520 SH   OTR 1 26,520 0 0
NIKE, Inc. COM 654106103   1,540,358 12,560 SH   SOLE   11,750 0 810
NVIDIA Corporation COM 67066g104   130,807,171 470,919 SH   SOLE   235,529 0 235,390
NVIDIA Corporation COM 67066g104   24,685,420 88,870 SH   OTR 1 88,870 0 0
NVIDIA Corporation COM 67066g104   66,664,800 240,000 SH   OTR 2 240,000 0 0
NXP Semiconductors N.V. COM n6596x109   16,969,225 91,000 SH   OTR 2 91,000 0 0
On Holding AG COM h5919c104   21,234,760 684,330 SH   SOLE   243,450 0 440,880
On Holding AG COM h5919c104   6,767,643 218,100 SH   OTR 1 218,100 0 0
ON Semiconductor Corporation COM 682189105   5,290,706 64,270 SH   SOLE   37,460 0 26,810
ON Semiconductor Corporation COM 682189105   35,397,600 430,000 SH   OTR 2 430,000 0 0
Oracle Corporation COM 68389x105   18,584 200 SH   SOLE   200 0 0
Oracle Corporation COM 68389x105   18,584,000 200,000 SH   OTR 2 200,000 0 0
PACCAR Inc COM 693718108   1,729,350 23,625 SH   SOLE   22,088 0 1,537
Palo Alto Networks, Inc. COM 697435105   35,161,431 176,036 SH   SOLE   93,411 0 82,625
Palo Alto Networks, Inc. COM 697435105   8,788,560 44,000 SH   OTR 1 44,000 0 0
Palo Alto Networks, Inc. COM 697435105   37,950,600 190,000 SH   OTR 2 190,000 0 0
Paychex, Inc. COM 704326107   2,783,964 24,295 SH   SOLE   23,370 0 925
Paycom Software, Inc. COM 70432v102   4,560,150 15,000 SH   OTR 2 15,000 0 0
Paylocity Holding Corporation COM 70438v106   37,557,891 188,942 SH   SOLE   91,617 0 97,325
Paylocity Holding Corporation COM 70438v106   8,487,906 42,700 SH   OTR 1 42,700 0 0
Paylocity Holding Corporation COM 70438v106   4,770,720 24,000 SH   OTR 2 24,000 0 0
QUALCOMM Incorporated COM 747525103   3,915,685 30,692 SH   SOLE   29,867 0 825
QUALCOMM Incorporated COM 747525103   8,930,600 70,000 SH   OTR 2 70,000 0 0
Repligen Corporation COM 759916109   14,175,239 84,196 SH   SOLE   38,896 0 45,300
Repligen Corporation COM 759916109   3,880,698 23,050 SH   OTR 1 23,050 0 0
Rivian Automotive, Inc. COM 76954a103   1,254,762 81,057 SH   SOLE   50,357 0 30,700
Seagen Inc. COM 81181c104   44,644,837 220,501 SH   SOLE   90,636 0 129,865
Seagen Inc. COM 81181c104   10,543,625 52,075 SH   OTR 1 52,075 0 0
ServiceNow, Inc. COM 81762p102   48,605,065 104,590 SH   SOLE   53,940 0 50,650
ServiceNow, Inc. COM 81762p102   11,060,336 23,800 SH   OTR 1 23,800 0 0
ServiceNow, Inc. COM 81762p102   25,559,600 55,000 SH   OTR 2 55,000 0 0
Shoals Technologies Group, Inc COM 82489w107   17,225,115 755,819 SH   SOLE   430,444 0 325,375
Shoals Technologies Group, Inc COM 82489w107   3,067,534 134,600 SH   OTR 1 134,600 0 0
Shoals Technologies Group, Inc COM 82489w107   3,076,650 135,000 SH   OTR 2 135,000 0 0
Shopify Inc. COM 82509l107   101,824,512 2,123,999 SH   SOLE   995,489 0 1,128,510
Shopify Inc. COM 82509l107   22,014,048 459,200 SH   OTR 1 459,200 0 0
Shopify Inc. COM 82509l107   23,682,360 494,000 SH   OTR 2 494,000 0 0
Snowflake Inc. COM 833445109   74,375,495 482,050 SH   SOLE   237,410 0 244,640
Snowflake Inc. COM 833445109   14,410,686 93,400 SH   OTR 1 93,400 0 0
Snowflake Inc. COM 833445109   14,657,550 95,000 SH   OTR 2 95,000 0 0
Sprout Social, Inc. COM 85209w109   42,202,077 693,201 SH   SOLE   287,976 0 405,225
Sprout Social, Inc. COM 85209w109   9,686,008 159,100 SH   OTR 1 159,100 0 0
Sprout Social, Inc. COM 85209w109   4,870,400 80,000 SH   OTR 2 80,000 0 0
Starbucks Corporation COM 855244109   1,955,249 18,777 SH   SOLE   17,107 0 1,670
Tesla, Inc. COM 88160r101   179,592,313 865,672 SH   SOLE   458,475 0 407,197
Tesla, Inc. COM 88160r101   34,433,174 165,975 SH   OTR 1 165,975 0 0
Tesla, Inc. COM 88160r101   36,305,500 175,000 SH   OTR 2 175,000 0 0
The Estee Lauder Companies Inc COM 518439104   2,595,224 10,530 SH   SOLE   9,960 0 570
The Home Depot, Inc. COM 437076102   4,070,885 13,794 SH   SOLE   13,137 0 657
The Progressive Corporation COM 743315103   2,904,118 20,300 SH   SOLE   18,875 0 1,425
The Trade Desk, Inc. COM 88339j105   137,759,416 2,261,688 SH   SOLE   1,068,363 0 1,193,325
The Trade Desk, Inc. COM 88339j105   27,896,780 458,000 SH   OTR 1 458,000 0 0
The Trade Desk, Inc. COM 88339j105   31,673,200 520,000 SH   OTR 2 520,000 0 0
The Walt Disney Company COM 254687106   1,148,491 11,470 SH   SOLE   10,137 0 1,333
Tyson Foods, Inc. COM 902494103   807,167 13,607 SH   SOLE   12,107 0 1,500
Uber Technologies, Inc. COM 90353t100   72,368,501 2,282,918 SH   SOLE   1,064,493 0 1,218,425
Uber Technologies, Inc. COM 90353t100   14,265,000 450,000 SH   OTR 1 450,000 0 0
Uber Technologies, Inc. COM 90353t100   17,435,000 550,000 SH   OTR 2 550,000 0 0
Unity Software Inc. COM 91332u101   1,641,075 50,588 SH   SOLE   27,748 0 22,840
Veeva Systems Inc. COM 922475108   42,100,040 229,066 SH   SOLE   110,301 0 118,765
Veeva Systems Inc. COM 922475108   9,823,576 53,450 SH   OTR 1 53,450 0 0
Visa Inc. COM 92826c839   3,956,823 17,550 SH   SOLE   16,475 0 1,075
Visa Inc. COM 92826c839   36,073,600 160,000 SH   OTR 2 160,000 0 0
Wingstop Inc. COM 974155103   29,525,906 160,834 SH   SOLE   79,829 0 81,005
Wingstop Inc. COM 974155103   6,841,109 37,265 SH   OTR 1 37,265 0 0
Xometry, Inc. COM 98423f109   6,679,809 446,213 SH   SOLE   241,603 0 204,610
Xometry, Inc. COM 98423f109   1,140,714 76,200 SH   OTR 1 76,200 0 0
Xometry, Inc. COM 98423f109   973,050 65,000 SH   OTR 2 65,000 0 0
Zillow Group, Inc. Class C COM 98954m200   50,093,187 1,126,449 SH   SOLE   507,104 0 619,345
Zillow Group, Inc. Class C COM 98954m200   9,801,188 220,400 SH   OTR 1 220,400 0 0
Zoetis Inc. COM 98978v103   2,767,897 16,630 SH   SOLE   15,710 0 920
Zscaler, Inc. COM 98980g102   8,178,100 70,000 SH   OTR 2 70,000 0 0
iShares MSCI KLD 400 Social COM 464288570   566,363 7,262 SH   SOLE   7,262 0 0
Spdr Dow Jones Industrial Avrg COM 78467x109   216,203 650 SH   SOLE   650 0 0
SPDR S&P 500 ETF Trust COM 78462f103   2,587,163 6,320 SH   SOLE   5,105 0 1,215