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
ASML Hldg NV NY Reg Shs COM N07059210   15,084,946 20,814 SH   SOLE   18,722 0 2,092
Adobe Inc. COM 00724F101   17,885,298 36,576 SH   SOLE   32,306 0 4,270
Advanced Micro Devices COM 007903107   11,272,078 98,956 SH   SOLE   89,111 0 9,845
Align Technology Inc COM 016255101   8,768,857 24,796 SH   SOLE   22,297 0 2,499
Amazon.com Inc. COM 023135106   30,256,947 232,103 SH   SOLE   208,937 0 23,166
American Tower Corporation COM 03027X100   300,607 1,550 SH   SOLE   750 0 800
Apple Inc. COM 037833100   27,762,926 143,130 SH   SOLE   129,440 0 13,690
Blackstone Inc. COM 09260D107   10,226,700 110,000 SH   SOLE   99,242 0 10,758
Block, Inc. COM 852234103   5,554,667 83,441 SH   SOLE   75,100 0 8,341
Cadence Design Systems, Inc. COM 127387108   4,655,691 19,852 SH   SOLE   18,163 0 1,689
Chipotle Mexican Grill COM 169656105   16,102,392 7,528 SH   SOLE   6,764 0 764
Constellation Software Inc COM 21037X100   209,381 101 SH   SOLE   101 0 0
De Sammensluttede Vognmaend AF COM K31864117   207,748 989 SH   SOLE   989 0 0
DexCom, Inc. COM 252131107   15,052,376 117,130 SH   SOLE   105,416 0 11,714
Edwards Lifesciences Corp. COM 28176E108   10,126,231 107,349 SH   SOLE   96,612 0 10,737
Eli Lilly & Co. COM 532457108   234,490 500 SH   SOLE   500 0 0
Hexagon Aktiebolag COM W40063104   127,222 10,336 SH   SOLE   10,336 0 0
Insulet Corp COM 45784P101   10,345,639 35,880 SH   SOLE   32,696 0 3,184
Intuit Inc. COM 461202103   8,639,172 18,855 SH   SOLE   16,979 0 1,876
Intuitive Surgical, Inc. COM 46120E602   17,773,699 51,979 SH   SOLE   47,414 0 4,565
Johnson Controls, Inc. COM G51502105   2,486,974 36,498 SH   SOLE   36,498 0 0
Lululemon Athletica Inc. COM 550021109   11,699,435 30,910 SH   SOLE   27,749 0 3,161
Marvell Technology Grp COM 573874104   7,595,647 127,060 SH   SOLE   114,207 0 12,853
Mastercard Inc. COM 57636Q104   31,186,723 79,295 SH   SOLE   71,278 0 8,017
MercadoLibre, Inc. COM 58733R102   9,844,026 8,310 SH   SOLE   7,461 0 849
Meta Platforms, Inc. COM 30303M102   256,560 894 SH   SOLE   894 0 0
Microsoft Corporation COM 594918104   39,168,911 115,020 SH   SOLE   104,252 0 10,768
NVIDIA Corp COM 67066G104   37,090,394 87,680 SH   SOLE   79,450 0 8,230
Netflix Inc COM 64110L106   11,655,365 26,460 SH   SOLE   23,770 0 2,690
Palo Alto Networks, Inc. COM 697435105   10,030,301 39,256 SH   SOLE   35,764 0 3,492
Procter & Gamble Co. COM 742718109   227,610 1,500 SH   SOLE   1,500 0 0
Salesforce, Inc COM 79466L302   18,946,853 89,685 SH   SOLE   79,635 0 10,050
ServiceNow, Inc. COM 81762P102   31,469,196 55,998 SH   SOLE   50,862 0 5,136
Snowflake, Inc. COM 833445109   4,380,670 24,893 SH   SOLE   22,383 0 2,510
Straumann Hldg AG COM H8300N127   201,034 1,240 SH   SOLE   1,240 0 0
Tractor Supply Co. COM 892356106   11,258,854 50,922 SH   SOLE   46,405 0 4,517
Trade Desk, Inc. COM 88339J105   6,325,090 81,910 SH   SOLE   75,028 0 6,882
VISA Inc. COM 92826C839   20,458,665 86,149 SH   SOLE   77,167 0 8,982
Veeva Systems Inc. COM 922475108   14,130,577 71,464 SH   SOLE   65,168 0 6,296