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   14,635,805 19,336 SH   SOLE   17,262 0 2,074
Adobe Inc. COM 00724F101   20,795,686 34,857 SH   SOLE   30,619 0 4,238
Advanced Micro Devices COM 007903107   13,846,516 93,932 SH   SOLE   84,133 0 9,799
Align Technology Inc COM 016255101   6,329,126 23,099 SH   SOLE   20,611 0 2,488
Amazon.com Inc. COM 023135106   37,250,978 245,169 SH   SOLE   219,499 0 25,670
American Tower Corporation COM 03027X100   334,614 1,550 SH   SOLE   750 0 800
Apple Inc. COM 037833100   23,376,800 121,419 SH   SOLE   109,235 0 12,184
Blackstone Inc. COM 09260D107   13,661,895 104,353 SH   SOLE   93,694 0 10,659
Cadence Design Systems, Inc. COM 127387108   9,300,074 34,145 SH   SOLE   31,059 0 3,086
Chipotle Mexican Grill COM 169656105   16,422,660 7,181 SH   SOLE   6,423 0 758
DexCom, Inc. COM 252131107   13,772,873 110,991 SH   SOLE   99,383 0 11,608
Eli Lilly & Co. COM 532457108   291,460 500 SH   SOLE   500 0 0
Insulet Corp COM 45784P101   7,005,199 32,285 SH   SOLE   29,134 0 3,151
Intuit Inc. COM 461202103   11,238,039 17,980 SH   SOLE   16,089 0 1,891
Intuitive Surgical, Inc. COM 46120E602   16,618,354 49,260 SH   SOLE   44,742 0 4,518
Johnson Controls, Inc. COM G51502105   2,103,745 36,498 SH   SOLE   36,498 0 0
Lululemon Athletica Inc. COM 550021109   14,987,444 29,313 SH   SOLE   26,180 0 3,133
Marvell Technology Grp COM 573874104   7,219,167 119,701 SH   SOLE   106,909 0 12,792
Mastercard Inc. COM 57636Q104   32,013,414 75,059 SH   SOLE   67,113 0 7,946
Medpace Holdings, Inc. COM 58506Q109   4,882,103 15,927 SH   SOLE   14,475 0 1,452
MercadoLibre, Inc. COM 58733R102   12,501,601 7,955 SH   SOLE   7,115 0 840
Meta Platforms, Inc. COM 30303M102   7,048,052 19,912 SH   SOLE   18,321 0 1,591
Microsoft Corporation COM 594918104   38,087,211 101,285 SH   SOLE   91,095 0 10,190
NVIDIA Corp COM 67066G104   37,028,095 74,771 SH   SOLE   67,352 0 7,419
Netflix Inc COM 64110L106   12,194,883 25,047 SH   SOLE   22,381 0 2,666
Palo Alto Networks, Inc. COM 697435105   11,064,782 37,523 SH   SOLE   33,983 0 3,540
Procter & Gamble Co. COM 742718109   219,810 1,500 SH   SOLE   1,500 0 0
Salesforce, Inc COM 79466L302   22,274,801 84,650 SH   SOLE   74,678 0 9,972
ServiceNow, Inc. COM 81762P102   37,330,932 52,840 SH   SOLE   47,742 0 5,098
Snowflake, Inc. COM 833445109   4,681,276 23,524 SH   SOLE   21,026 0 2,498
Tractor Supply Co. COM 892356106   10,331,331 48,046 SH   SOLE   43,576 0 4,470
Trade Desk, Inc. COM 88339J105   5,441,687 75,621 SH   SOLE   68,689 0 6,932
Uber Technologies Inc. COM 90353T100   6,809,888 110,604 SH   SOLE   100,387 0 10,217
VISA Inc. COM 92826C839   21,278,666 81,731 SH   SOLE   72,820 0 8,911
Veeva Systems Inc. COM 922475108   12,980,083 67,422 SH   SOLE   61,192 0 6,230
iShares Russell 1000 Grth ETF COM 464287614   403,216 1,330 SH   SOLE   1,330 0 0
Schwab Value Advantage Money I COM 808515605   158,994 158,994 SH   SOLE   158,994 0 0