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
Estimated average burden
hours per response: 23.8
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
ALPHABET INC CLASS A COM 02079k305   86,502,582 490,850 SH   SOLE   489,352 0 1,498
AMAZON.COM INC COM 023135106   79,830,135 363,873 SH   SOLE   362,745 0 1,128
APPFOLIO INC CLASS A COM 03783c100   625,901 2,718 SH   SOLE   2,718 0 0
APPLE INC COM 037833100   100,009,629 487,448 SH   SOLE   485,971 0 1,476
ARCUTIS BIOTHERAPEUTICS COM 03969k108   1,596,626 113,882 SH   SOLE   113,882 0 0
BECTON DICKINSON & CO COM 075887109   46,598,147 270,526 SH   SOLE   269,668 0 859
BRAZE INC CLASS A COM 10576n102   701,292 24,957 SH   SOLE   24,957 0 0
BRIGHT HORIZONS FAMILY S COM 109194100   528,718 4,278 SH   SOLE   4,278 0 0
BROADCOM INC COM 11135f101   63,058,551 228,763 SH   SOLE   228,044 0 719
BROADRIDGE FINL SOLUTION COM 11133t103   605,145 2,490 SH   SOLE   2,490 0 0
CASELLA WASTE SYS INC CLASS A COM 147448104   901,695 7,815 SH   SOLE   7,815 0 0
CG ONCOLOGY INC COM 156944100   1,000,454 38,479 SH   SOLE   38,479 0 0
CHARLES SCHWAB CORP NEW COM 808513105   43,821,438 480,288 SH   SOLE   478,972 0 1,316
CHEVRON CORP NEW COM 166764100   924,291 6,455 SH   SOLE   6,455 0 0
CHEWY INC CLASS A COM 16679l109   35,565,938 834,489 SH   SOLE   832,209 0 2,281
CHURCH & DWIGHT INC COM 171340102   55,866,786 581,280 SH   SOLE   579,514 0 1,766
CINTAS CORP COM 172908105   17,700,948 79,423 SH   SOLE   79,249 0 174
COLGATE PALMOLIVE CO COM 194162103   48,853,155 537,438 SH   SOLE   535,885 0 1,554
COMMVAULT SYS INC COM 204166102   251,384 1,442 SH   SOLE   1,442 0 0
CONMED CORP COM 207410101   573,974 11,021 SH   SOLE   11,021 0 0
CONSTELLATION BRANDS INC CLASS COM 21036p108   14,802,271 90,990 SH   SOLE   90,530 0 460
CORNING INC COM 219350105   870,943 16,561 SH   SOLE   16,561 0 0
COSTCO WHSL CORP NEW COM 22160k105   23,659,952 23,900 SH   SOLE   23,844 0 56
CYBERARK SOFTWARE LTD F COM m2682v108   46,924,315 115,327 SH   SOLE   114,982 0 345
DISNEY WALT CO COM 254687106   252,608 2,037 SH   SOLE   2,037 0 0
DOMINOS PIZZA INC COM 25754a201   1,059,361 2,351 SH   SOLE   2,351 0 0
E L F BEAUTY INC COM 26856l103   977,725 7,857 SH   SOLE   7,857 0 0
ECOLAB INC COM 278865100   28,860,710 107,114 SH   SOLE   106,795 0 319
ELI LILLY & CO COM 532457108   49,852,814 63,952 SH   SOLE   63,768 0 184
EXLSERVICE HLDGS INC COM 302081104   1,293,469 29,538 SH   SOLE   29,538 0 0
GENIUS SPORTS LTD F COM g3934v109   831,397 79,942 SH   SOLE   79,942 0 0
GITLAB INC CLASS A COM 37637k108   860,157 19,068 SH   SOLE   19,068 0 0
GSK PLC ADR F SPONSORED ADR 1 COM 37733w204   686,208 17,870 SH   SOLE   17,870 0 0
GXO LOGISTICS INC COM 36262g101   762,593 15,659 SH   SOLE   15,659 0 0
HALOZYME THERAPEUTICS IN COM 40637h109   1,023,546 19,676 SH   SOLE   19,676 0 0
HOME DEPOT INC COM 437076102   1,293,506 3,528 SH   SOLE   3,528 0 0
IBOTTA INC CLASS A COM 451051106   274,610 7,503 SH   SOLE   7,503 0 0
INSULET CORP COM 45784p101   50,882,538 161,953 SH   SOLE   161,430 0 523
ITRON INC EQUITY CLASS EQUITY COM 465741106   652,885 4,960 SH   SOLE   4,960 0 0
JOHNSON & JOHNSON COM 478160104   975,003 6,383 SH   SOLE   6,383 0 0
JPMORGAN CHASE & CO COM 46625h100   1,533,334 5,289 SH   SOLE   5,289 0 0
KINIKSA PHARMACEUTICAL F CLASS COM g52694109   1,193,711 43,141 SH   SOLE   43,141 0 0
LABCORP HLDGS INC COM 504922105   48,948,741 186,464 SH   SOLE   185,876 0 589
MADRIGAL PHARMACEUTICALS COM 558868105   1,041,082 3,440 SH   SOLE   3,440 0 0
MASTERCARD INC CLASS A COM 57636q104   43,038,434 76,589 SH   SOLE   76,361 0 228
MCCORMICK & CO INC COM 579780206   26,456,951 348,944 SH   SOLE   347,893 0 1,051
MCDONALDS CORP COM 580135101   1,025,809 3,511 SH   SOLE   3,511 0 0
MERCK & CO. INC. COM 58933y105   634,230 8,012 SH   SOLE   8,012 0 0
MERIT MED SYS INC COM 589889104   1,868,291 19,986 SH   SOLE   19,986 0 0
MICROSOFT CORP COM 594918104   121,110,158 243,482 SH   SOLE   242,749 0 732
NETFLIX INC COM 64110l106   103,237,308 77,093 SH   SOLE   76,844 0 249
PACKAGING CORP OF AMER COM 695156109   967,314 5,133 SH   SOLE   5,133 0 0
PALANTIR TECHNOLOGIES IN CLASS COM 69608a108   272,640 2,000 SH   SOLE   2,000 0 0
PALO ALTO NETWORKS INC COM 697435105   41,245,505 201,552 SH   SOLE   200,980 0 571
PEPSICO INC COM 713448108   833,510 6,313 SH   SOLE   6,313 0 0
PINTEREST INC CLASS A COM 72352l106   40,665,384 1,134,004 SH   SOLE   1,130,338 0 3,666
PRIMORIS SVCS CORP COM 74164f103   779,634 10,003 SH   SOLE   10,003 0 0
QUALCOMM INC COM 747525103   21,618,163 135,741 SH   SOLE   135,101 0 640
QUANTA SVCS INC COM 74762e102   78,484,535 207,587 SH   SOLE   206,966 0 621
ROPER TECHNOLOGIES INC COM 776696106   883,630 1,559 SH   SOLE   1,559 0 0
SALESFORCE INC COM 79466l302   49,533,315 181,647 SH   SOLE   181,096 0 551
SCHOLAR ROCK HLDG CORP COM 80706p103   1,048,467 29,601 SH   SOLE   29,601 0 0
SEMPRA COM 816851109   802,556 10,592 SH   SOLE   10,592 0 0
SENTINELONE INC CLASS A COM 81730h109   694,530 37,994 SH   SOLE   37,994 0 0
SERVICENOW INC COM 81762p102   40,895,408 39,778 SH   SOLE   39,648 0 131
SIMPLY GOOD FOODS CO COM 82900l102   675,931 21,397 SH   SOLE   21,397 0 0
SITEONE LANDSCAPE SUPPLY COM 82982l103   265,463 2,195 SH   SOLE   2,195 0 0
SOUTHERN CO COM 842587107   1,025,925 11,172 SH   SOLE   11,172 0 0
SPS COMM INC COM 78463m107   498,634 3,664 SH   SOLE   3,664 0 0
STARBUCKS CORP COM 855244109   1,131,544 12,349 SH   SOLE   12,349 0 0
STEVANATO GROUP S P A F COM t9224w109   637,208 26,083 SH   SOLE   26,083 0 0
SYNOPSYS INC COM 871607107   29,793,045 58,112 SH   SOLE   57,940 0 172
TAIWAN SEMICONDUCTOR M F SPONS COM 874039100   49,827,485 219,999 SH   SOLE   219,277 0 721
ULTA BEAUTY INC COM 90384s303   52,085,909 111,337 SH   SOLE   110,992 0 346
VARONIS SYS INC COM 922280102   827,986 16,315 SH   SOLE   16,315 0 0
VERACYTE INC COM 92337f107   1,079,362 39,932 SH   SOLE   39,932 0 0
VERONA PHARMA PLC F UNSPONSORE COM 925050106   2,139,778 22,624 SH   SOLE   22,624 0 0
VITA COCO CO INC COM 92846q107   1,232,490 34,141 SH   SOLE   34,141 0 0
WASTE MGMT INC DEL COM 94106l109   43,645,365 190,741 SH   SOLE   190,184 0 557
WEST PHARMACEUTICAL SVCS COM 955306105   36,168,767 165,305 SH   SOLE   164,792 0 513
WILLSCOT HOLDINGS CO A CLASS A COM 971378104   490,542 17,903 SH   SOLE   17,903 0 0
ZOETIS INC CLASS A COM 98978v103   49,005,605 314,239 SH   SOLE   313,309 0 930
ISHARES RUSSELL 1000 GROWTH ET ETF 464287614   28,512,343 67,154 SH   SOLE   67,150 0 5
SPDR BLOOMBERG 1 3 MNTH T BLL ETF 78468r663   7,348,053 80,105 SH   SOLE   79,765 0 340
SPDR S&P 500 ETF ETF 78462f103   2,143,089 3,469 SH   SOLE   3,469 0 0