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   11,801,456 20,048 SH   SOLE   17,965 0 2,083
Adobe Inc. COM 00724F101   18,029,044 35,358 SH   SOLE   31,103 0 4,255
Advanced Micro Devices COM 007903107   9,816,534 95,473 SH   SOLE   85,628 0 9,845
Align Technology Inc COM 016255101   7,531,328 24,667 SH   SOLE   22,168 0 2,499
Amazon.com Inc. COM 023135106   31,680,592 249,218 SH   SOLE   223,427 0 25,791
American Tower Corporation COM 03027X100   254,897 1,550 SH   SOLE   750 0 800
Apple Inc. COM 037833100   23,658,311 138,183 SH   SOLE   124,530 0 13,653
Blackstone Inc. COM 09260D107   11,468,587 107,043 SH   SOLE   96,331 0 10,712
Block, Inc. COM 852234103   3,517,608 79,476 SH   SOLE   71,135 0 8,341
Cadence Design Systems, Inc. COM 127387108   8,301,952 35,433 SH   SOLE   32,330 0 3,103
Chipotle Mexican Grill COM 169656105   13,216,653 7,215 SH   SOLE   6,454 0 761
DexCom, Inc. COM 252131107   10,552,883 113,107 SH   SOLE   101,443 0 11,664
Edwards Lifesciences Corp. COM 28176E108   7,115,818 102,711 SH   SOLE   92,019 0 10,692
Eli Lilly & Co. COM 532457108   268,565 500 SH   SOLE   500 0 0
Insulet Corp COM 45784P101   5,697,621 35,724 SH   SOLE   32,555 0 3,169
Intuit Inc. COM 461202103   9,266,408 18,136 SH   SOLE   16,236 0 1,900
Intuitive Surgical, Inc. COM 46120E602   14,641,683 50,093 SH   SOLE   45,550 0 4,543
Johnson Controls, Inc. COM G51502105   1,942,059 36,498 SH   SOLE   36,498 0 0
Lululemon Athletica Inc. COM 550021109   11,479,995 29,771 SH   SOLE   26,623 0 3,148
Marvell Technology Grp COM 573874104   6,619,287 122,285 SH   SOLE   109,432 0 12,853
Mastercard Inc. COM 57636Q104   30,253,859 76,416 SH   SOLE   68,432 0 7,984
MercadoLibre, Inc. COM 58733R102   10,305,329 8,128 SH   SOLE   7,283 0 845
Meta Platforms, Inc. COM 30303M102   268,388 894 SH   SOLE   894 0 0
Microsoft Corporation COM 594918104   34,664,929 109,786 SH   SOLE   99,052 0 10,734
NVIDIA Corp COM 67066G104   33,173,642 76,263 SH   SOLE   68,807 0 7,456
Netflix Inc COM 64110L106   9,622,381 25,483 SH   SOLE   22,804 0 2,679
Palo Alto Networks, Inc. COM 697435105   8,856,440 37,777 SH   SOLE   34,216 0 3,561
Procter & Gamble Co. COM 742718109   218,790 1,500 SH   SOLE   1,500 0 0
Salesforce, Inc COM 79466L302   17,409,677 85,855 SH   SOLE   75,842 0 10,013
ServiceNow, Inc. COM 81762P102   29,969,758 53,617 SH   SOLE   48,492 0 5,125
Snowflake, Inc. COM 833445109   3,645,856 23,865 SH   SOLE   21,355 0 2,510
Tractor Supply Co. COM 892356106   9,959,196 49,048 SH   SOLE   44,553 0 4,495
Trade Desk, Inc. COM 88339J105   6,183,306 79,121 SH   SOLE   72,151 0 6,970
VISA Inc. COM 92826C839   19,152,703 83,269 SH   SOLE   74,320 0 8,949
Veeva Systems Inc. COM 922475108   13,923,101 68,435 SH   SOLE   62,170 0 6,265