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   2,074,430 21,419 SH   SOLE   19,929 0 1,490
AbbVie Inc. COM 00287y109   286,642 1,923 SH   SOLE   1,923 0 0
Accenture plc COM g1151c101   627,426 2,043 SH   SOLE   1,943 0 100
Adobe Inc. COM 00724f101   33,143,500 65,000 SH   OTR 2 65,000 0 0
Advanced Micro Devices, Inc. COM 007903107   61,321,540 596,397 SH   SOLE   300,177 0 296,220
Advanced Micro Devices, Inc. COM 007903107   13,469,420 131,000 SH   OTR 1 131,000 0 0
Advanced Micro Devices, Inc. COM 007903107   33,416,500 325,000 SH   OTR 2 325,000 0 0
Airbnb, Inc. COM 009066101   67,111,744 489,117 SH   SOLE   210,954 0 278,163
Airbnb, Inc. COM 009066101   15,779,150 115,000 SH   OTR 1 115,000 0 0
Airbnb, Inc. COM 009066101   2,744,200 20,000 SH   OTR 2 20,000 0 0
Alphabet Inc. Class A COM 02079k305   581,673 4,445 SH   SOLE   4,445 0 0
Alphabet Inc. Class C COM 02079k107   615,740 4,670 SH   SOLE   4,670 0 0
Alphabet Inc. Class C COM 02079k107   112,072,500 850,000 SH   OTR 2 850,000 0 0
Amazon.com, Inc. COM 023135106   136,098,486 1,070,630 SH   SOLE   552,785 0 517,845
Amazon.com, Inc. COM 023135106   26,288,416 206,800 SH   OTR 1 206,800 0 0
Amazon.com, Inc. COM 023135106   58,805,712 462,600 SH   OTR 2 462,600 0 0
American Express Company COM 025816109   253,623 1,700 SH   SOLE   1,700 0 0
Amgen Inc. COM 031162100   2,178,031 8,104 SH   SOLE   7,671 0 433
Amphenol Corporation COM 032095101   1,360,638 16,200 SH   SOLE   14,665 0 1,535
Amphenol Corporation COM 032095101   12,598,500 150,000 SH   OTR 2 150,000 0 0
Apple Inc. COM 037833100   8,724,006 50,955 SH   SOLE   49,028 0 1,927
Apple Inc. COM 037833100   85,605,000 500,000 SH   OTR 2 500,000 0 0
Applied Materials, Inc. COM 038222105   10,522,200 76,000 SH   OTR 2 76,000 0 0
Arista Networks, Inc. COM 040413106   10,060,971 54,700 SH   OTR 2 54,700 0 0
ASML Holding N.V. COM n07059210   27,864,810 47,336 SH   SOLE   27,121 0 20,215
ASML Holding N.V. COM n07059210   6,475,260 11,000 SH   OTR 1 11,000 0 0
ASML Holding N.V. COM n07059210   11,184,540 19,000 SH   OTR 2 19,000 0 0
Aspen Aerogels, Inc. COM 04523y105   2,358,352 274,227 SH   SOLE   157,492 0 116,735
Axon Enterprise, Inc. COM 05464c101   75,131,858 377,566 SH   SOLE   187,661 0 189,905
Axon Enterprise, Inc. COM 05464c101   17,053,443 85,700 SH   OTR 1 85,700 0 0
Axon Enterprise, Inc. COM 05464c101   9,949,500 50,000 SH   OTR 2 50,000 0 0
Becton, Dickinson and Company COM 075887109   1,526,620 5,905 SH   SOLE   5,385 0 520
Bill Holdings, Inc. COM 090043100   66,395,006 611,541 SH   SOLE   298,046 0 313,495
Bill Holdings, Inc. COM 090043100   15,362,655 141,500 SH   OTR 1 141,500 0 0
Bill Holdings, Inc. COM 090043100   1,628,550 15,000 SH   OTR 2 15,000 0 0
BlackRock, Inc. COM 09247x101   3,226,632 4,991 SH   SOLE   4,703 0 288
Blackstone Inc. COM 09260d107   1,663,884 15,530 SH   SOLE   14,350 0 1,180
Booking Holdings Inc. COM 09857l108   5,501,767 1,784 SH   SOLE   1,769 0 15
Booking Holdings Inc. COM 09857l108   9,251,850 3,000 SH   OTR 2 3,000 0 0
Broadridge Financial Solutions COM 11133t103   4,834,350 27,000 SH   OTR 2 27,000 0 0
Cadence Design Systems, Inc. COM 127387108   24,191,475 103,250 SH   SOLE   50,600 0 52,650
Cadence Design Systems, Inc. COM 127387108   7,895,910 33,700 SH   OTR 1 33,700 0 0
Cadence Design Systems, Inc. COM 127387108   11,715,000 50,000 SH   OTR 2 50,000 0 0
CDW Corporation COM 12514g108   1,648,379 8,170 SH   SOLE   7,425 0 745
CDW Corporation COM 12514g108   12,065,248 59,800 SH   OTR 2 59,800 0 0
Cintas Corporation COM 172908105   2,486,822 5,170 SH   SOLE   4,830 0 340
Cisco Systems, Inc. COM 17275r102   2,189,914 40,735 SH   SOLE   38,535 0 2,200
Cisco Systems, Inc. COM 17275r102   7,526,400 140,000 SH   OTR 2 140,000 0 0
Constellation Brands, Inc. COM 21036p108   1,751,770 6,970 SH   SOLE   6,310 0 660
Costco Wholesale Corporation COM 22160k105   4,853,045 8,590 SH   SOLE   8,290 0 300
CrowdStrike Holdings, Inc. COM 22788c105   26,299,583 157,125 SH   SOLE   54,925 0 102,200
CrowdStrike Holdings, Inc. COM 22788c105   7,180,602 42,900 SH   OTR 1 42,900 0 0
CrowdStrike Holdings, Inc. COM 22788c105   14,227,300 85,000 SH   OTR 2 85,000 0 0
Cytek Biosciences, Inc. COM 23285d109   222,456 40,300 SH   SOLE   40,300 0 0
Datadog, Inc. COM 23804l103   11,074,267 121,575 SH   SOLE   69,495 0 52,080
Datadog, Inc. COM 23804l103   3,188,150 35,000 SH   OTR 2 35,000 0 0
DigitalBridge Group, Inc. COM 25401t603   3,744,540 213,000 SH   OTR 2 213,000 0 0
DLocal Limited COM g29018101   12,712,106 663,125 SH   SOLE   352,425 0 310,700
DLocal Limited COM g29018101   2,380,914 124,200 SH   OTR 1 124,200 0 0
DoubleVerify Holdings, Inc. COM 25862v105   41,452,393 1,483,091 SH   SOLE   730,966 0 752,125
DoubleVerify Holdings, Inc. COM 25862v105   9,810,450 351,000 SH   OTR 1 351,000 0 0
DoubleVerify Holdings, Inc. COM 25862v105   7,658,300 274,000 SH   OTR 2 274,000 0 0
e.l.f. Beauty, Inc. COM 26856l103   17,488,560 159,233 SH   SOLE   83,573 0 75,660
e.l.f. Beauty, Inc. COM 26856l103   4,398,692 40,050 SH   OTR 1 40,050 0 0
Ecolab Inc. COM 278865100   974,050 5,750 SH   SOLE   4,965 0 785
Enphase Energy, Inc. COM 29355a107   25,870,818 215,321 SH   SOLE   81,671 0 133,650
Enphase Energy, Inc. COM 29355a107   8,548,673 71,150 SH   OTR 1 71,150 0 0
Enphase Energy, Inc. COM 29355a107   5,959,440 49,600 SH   OTR 2 49,600 0 0
Evolent Health, Inc. COM 30050b101   483,333 17,750 SH   SOLE   17,750 0 0
Exact Sciences Corporation COM 30063p105   59,830,646 877,025 SH   SOLE   421,275 0 455,750
Exact Sciences Corporation COM 30063p105   16,263,648 238,400 SH   OTR 1 238,400 0 0
First Solar, Inc. COM 336433107   24,415,279 151,094 SH   SOLE   84,169 0 66,925
First Solar, Inc. COM 336433107   6,398,964 39,600 SH   OTR 1 39,600 0 0
First Solar, Inc. COM 336433107   8,887,450 55,000 SH   OTR 2 55,000 0 0
Fortinet, Inc. COM 34959e109   14,670,000 250,000 SH   OTR 2 250,000 0 0
Global-E Online Ltd. COM m5216v106   46,879,132 1,179,646 SH   SOLE   604,297 0 575,349
Global-E Online Ltd. COM m5216v106   9,533,626 239,900 SH   OTR 1 239,900 0 0
Global-E Online Ltd. COM m5216v106   9,935,000 250,000 SH   OTR 2 250,000 0 0
HubSpot, Inc. COM 443573100   747,123 1,517 SH   SOLE   1,452 0 65
HubSpot, Inc. COM 443573100   3,447,500 7,000 SH   OTR 2 7,000 0 0
Intuit Inc. COM 461202103   3,211,769 6,286 SH   SOLE   5,906 0 380
Intuit Inc. COM 461202103   9,196,920 18,000 SH   OTR 2 18,000 0 0
Johnson & Johnson COM 478160104   2,223,176 14,274 SH   SOLE   13,350 0 924
JPMorgan Chase & Co. COM 46625h100   4,176,286 28,798 SH   SOLE   27,018 0 1,780
KLA Corporation COM 482480100   9,173,200 20,000 SH   OTR 2 20,000 0 0
Livent Corporation COM 53814l108   219,079 11,900 SH   SOLE   11,900 0 0
Mastercard Incorporated COM 57636q104   9,897,750 25,000 SH   OTR 2 25,000 0 0
MercadoLibre, Inc. COM 58733r102   136,115,793 107,357 SH   SOLE   54,346 0 53,011
MercadoLibre, Inc. COM 58733r102   31,215,206 24,620 SH   OTR 1 24,620 0 0
MercadoLibre, Inc. COM 58733r102   21,553,960 17,000 SH   OTR 2 17,000 0 0
Meta Platforms, Inc. COM 30303m102   43,509,435 144,930 SH   SOLE   69,830 0 75,100
Meta Platforms, Inc. COM 30303m102   12,488,736 41,600 SH   OTR 1 41,600 0 0
Meta Platforms, Inc. COM 30303m102   75,953,130 253,000 SH   OTR 2 253,000 0 0
Micron Technology, Inc. COM 595112103   17,007,500 250,000 SH   OTR 2 250,000 0 0
Microsoft Corporation COM 594918104   8,853,675 28,040 SH   SOLE   26,816 0 1,224
Microsoft Corporation COM 594918104   102,618,750 325,000 SH   OTR 2 325,000 0 0
MongoDB, Inc. COM 60937p106   15,839,696 45,798 SH   SOLE   26,278 0 19,520
MongoDB, Inc. COM 60937p106   22,480,900 65,000 SH   OTR 2 65,000 0 0
Monolithic Power Systems, Inc. COM 609839105   6,217,596 13,458 SH   SOLE   12,593 0 865
Monolithic Power Systems, Inc. COM 609839105   17,602,200 38,100 SH   OTR 2 38,100 0 0
Natera, Inc. COM 632307104   15,051,284 340,142 SH   SOLE   156,242 0 183,900
Natera, Inc. COM 632307104   4,104,188 92,750 SH   OTR 1 92,750 0 0
Netflix, Inc. COM 64110l106   59,766,906 158,281 SH   SOLE   84,521 0 73,760
Netflix, Inc. COM 64110l106   11,580,992 30,670 SH   OTR 1 30,670 0 0
NIKE, Inc. COM 654106103   1,177,082 12,310 SH   SOLE   11,500 0 810
NVIDIA Corporation COM 67066g104   159,539,107 366,765 SH   SOLE   191,295 0 175,470
NVIDIA Corporation COM 67066g104   32,045,713 73,670 SH   OTR 1 73,670 0 0
NVIDIA Corporation COM 67066g104   93,522,850 215,000 SH   OTR 2 215,000 0 0
NXP Semiconductors N.V. COM n6596x109   18,192,720 91,000 SH   OTR 2 91,000 0 0
On Holding AG COM h5919c104   16,569,898 595,611 SH   SOLE   229,231 0 366,380
On Holding AG COM h5919c104   6,067,542 218,100 SH   OTR 1 218,100 0 0
ON Semiconductor Corporation COM 682189105   6,249,029 67,230 SH   SOLE   40,420 0 26,810
ON Semiconductor Corporation COM 682189105   32,997,250 355,000 SH   OTR 2 355,000 0 0
Oracle Corporation COM 68389x105   960,165 9,065 SH   SOLE   8,240 0 825
Oracle Corporation COM 68389x105   21,184,000 200,000 SH   OTR 2 200,000 0 0
PACCAR Inc COM 693718108   2,006,047 23,595 SH   SOLE   22,058 0 1,537
Palo Alto Networks, Inc. COM 697435105   38,828,891 165,624 SH   SOLE   90,549 0 75,075
Palo Alto Networks, Inc. COM 697435105   10,315,360 44,000 SH   OTR 1 44,000 0 0
Palo Alto Networks, Inc. COM 697435105   36,338,200 155,000 SH   OTR 2 155,000 0 0
Paychex, Inc. COM 704326107   2,677,963 23,220 SH   SOLE   22,295 0 925
Paycom Software, Inc. COM 70432v102   1,296,350 5,000 SH   OTR 2 5,000 0 0
Paylocity Holding Corporation COM 70438v106   28,702,059 157,964 SH   SOLE   73,989 0 83,975
Paylocity Holding Corporation COM 70438v106   7,758,590 42,700 SH   OTR 1 42,700 0 0
QUALCOMM Incorporated COM 747525103   2,687,319 24,197 SH   SOLE   23,472 0 725
Repligen Corporation COM 759916109   15,815,612 99,463 SH   SOLE   44,063 0 55,400
Repligen Corporation COM 759916109   4,722,597 29,700 SH   OTR 1 29,700 0 0
Rivian Automotive, Inc. COM 76954a103   4,339,734 178,737 SH   SOLE   102,387 0 76,350
Salesforce, Inc. COM 79466l302   11,761,240 58,000 SH   OTR 2 58,000 0 0
Sea Limited COM 81141r100   4,452,135 101,300 SH   OTR 2 101,300 0 0
Seagen Inc. COM 81181c104   31,190,505 147,021 SH   SOLE   55,756 0 91,265
Seagen Inc. COM 81181c104   11,047,711 52,075 SH   OTR 1 52,075 0 0
ServiceNow, Inc. COM 81762p102   53,782,013 96,218 SH   SOLE   51,343 0 44,875
ServiceNow, Inc. COM 81762p102   13,303,248 23,800 SH   OTR 1 23,800 0 0
ServiceNow, Inc. COM 81762p102   29,065,920 52,000 SH   OTR 2 52,000 0 0
Shoals Technologies Group, Inc COM 82489w107   13,854,871 759,171 SH   SOLE   425,821 0 333,350
Shoals Technologies Group, Inc COM 82489w107   2,596,063 142,250 SH   OTR 1 142,250 0 0
Shoals Technologies Group, Inc COM 82489w107   2,737,500 150,000 SH   OTR 2 150,000 0 0
Shopify Inc. COM 82509l107   103,796,014 1,902,071 SH   SOLE   945,231 0 956,840
Shopify Inc. COM 82509l107   23,874,375 437,500 SH   OTR 1 437,500 0 0
Shopify Inc. COM 82509l107   24,556,500 450,000 SH   OTR 2 450,000 0 0
Snowflake Inc. COM 833445109   72,679,258 475,743 SH   SOLE   242,133 0 233,610
Snowflake Inc. COM 833445109   15,299,916 100,150 SH   OTR 1 100,150 0 0
Snowflake Inc. COM 833445109   16,804,700 110,000 SH   OTR 2 110,000 0 0
Sprout Social, Inc. COM 85209w109   11,206,240 224,664 SH   SOLE   71,743 0 152,921
Sprout Social, Inc. COM 85209w109   3,390,743 67,978 SH   OTR 1 67,978 0 0
Starbucks Corporation COM 855244109   1,716,515 18,807 SH   SOLE   17,137 0 1,670
Tesla, Inc. COM 88160r101   214,084,228 855,584 SH   SOLE   455,147 0 400,437
Tesla, Inc. COM 88160r101   41,530,265 165,975 SH   OTR 1 165,975 0 0
Tesla, Inc. COM 88160r101   46,565,942 186,100 SH   OTR 2 186,100 0 0
The Estee Lauder Companies Inc COM 518439104   1,638,185 11,333 SH   SOLE   10,763 0 570
The Home Depot, Inc. COM 437076102   3,448,250 11,412 SH   SOLE   10,855 0 557
The Progressive Corporation COM 743315103   2,789,483 20,025 SH   SOLE   18,600 0 1,425
The Trade Desk, Inc. COM 88339j105   143,644,076 1,838,056 SH   SOLE   904,521 0 933,535
The Trade Desk, Inc. COM 88339j105   31,580,415 404,100 SH   OTR 1 404,100 0 0
The Trade Desk, Inc. COM 88339j105   33,213,750 425,000 SH   OTR 2 425,000 0 0
The Walt Disney Company COM 254687106   915,460 11,295 SH   SOLE   9,962 0 1,333
Toast, Inc. COM 888787108   7,325,490 391,110 SH   SOLE   206,210 0 184,900
Toast, Inc. COM 888787108   464,504 24,800 SH   OTR 1 24,800 0 0
Toast, Inc. COM 888787108   2,742,072 146,400 SH   OTR 2 146,400 0 0
Tractor Supply Company COM 892356106   881,237 4,340 SH   SOLE   4,090 0 250
Uber Technologies, Inc. COM 90353t100   94,160,570 2,047,414 SH   SOLE   980,769 0 1,066,645
Uber Technologies, Inc. COM 90353t100   20,925,450 455,000 SH   OTR 1 455,000 0 0
Uber Technologies, Inc. COM 90353t100   18,037,278 392,200 SH   OTR 2 392,200 0 0
Veeva Systems Inc. COM 922475108   41,607,966 204,512 SH   SOLE   104,097 0 100,415
Veeva Systems Inc. COM 922475108   11,393,200 56,000 SH   OTR 1 56,000 0 0
Visa Inc. COM 92826c839   4,002,864 17,403 SH   SOLE   16,328 0 1,075
Visa Inc. COM 92826c839   14,950,650 65,000 SH   OTR 2 65,000 0 0
Wingstop Inc. COM 974155103   27,855,777 154,892 SH   SOLE   84,987 0 69,905
Wingstop Inc. COM 974155103   7,394,122 41,115 SH   OTR 1 41,115 0 0
Xometry, Inc. COM 98423f109   2,435,696 143,445 SH   SOLE   93,075 0 50,370
Zillow Group, Inc. Class C COM 98954m200   48,063,777 1,041,243 SH   SOLE   490,148 0 551,095
Zillow Group, Inc. Class C COM 98954m200   10,173,664 220,400 SH   OTR 1 220,400 0 0
Zoetis Inc. COM 98978v103   2,753,234 15,825 SH   SOLE   14,905 0 920
Zscaler, Inc. COM 98980g102   7,779,500 50,000 SH   OTR 2 50,000 0 0
iShares MSCI KLD 400 Social COM 464288570   426,181 5,235 SH   SOLE   5,235 0 0
Spdr Dow Jones Industrial Avrg COM 78467x109   217,718 650 SH   SOLE   650 0 0
SPDR S&P 500 ETF Trust COM 78462f103   2,627,245 6,146 SH   SOLE   5,006 0 1,140