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
Adobe Inc. COM 00724F101   221,527 628 SH   SOLE   538 0 90
Advanced Micro Devices COM 007903107   12,191,847 75,356 SH   SOLE   66,218 0 9,138
Alphabet Inc. Class C COM 02079K107   11,192,584 45,956 SH   SOLE   40,601 0 5,355
Amazon.com Inc. COM 023135106   42,872,360 195,256 SH   SOLE   171,221 0 24,035
Amphenol Corp. COM 032095101   6,943,241 56,107 SH   SOLE   49,444 0 6,663
Apple Inc. COM 037833100   2,374,679 9,326 SH   SOLE   9,326 0 0
Arista Networks COM 040413205   14,606,408 100,243 SH   SOLE   88,254 0 11,989
Axon Enterprise, Inc. COM 05464C101   5,233,749 7,293 SH   SOLE   6,411 0 882
Blackstone Inc. COM 09260D107   14,325,431 83,848 SH   SOLE   73,994 0 9,854
Cadence Design Systems, Inc. COM 127387108   13,912,004 39,606 SH   SOLE   34,866 0 4,740
Coinbase Global, Inc. COM 19260Q107   6,373,161 18,884 SH   SOLE   16,589 0 2,295
CrowdStrike Holdings, Inc. COM 22788C105   17,337,875 35,356 SH   SOLE   31,094 0 4,262
DexCom, Inc. COM 252131107   6,875,894 102,183 SH   SOLE   89,904 0 12,279
E.L.F. Beauty, Inc. COM 26856L103   5,847,005 44,135 SH   SOLE   39,859 0 4,276
Eli Lilly & Co. COM 532457108   6,414,541 8,407 SH   SOLE   7,446 0 961
Insulet Corp COM 45784P101   8,482,048 27,474 SH   SOLE   24,283 0 3,191
Intuit Inc. COM 461202103   10,070,191 14,746 SH   SOLE   12,996 0 1,750
Intuitive Surgical, Inc. COM 46120E602   17,725,961 39,635 SH   SOLE   35,082 0 4,553
Johnson Controls, Inc. COM G51502105   4,193,383 38,139 SH   SOLE   38,139 0 0
Marvell Technology Grp COM 573874104   8,095,184 96,291 SH   SOLE   84,310 0 11,981
Mastercard Inc. COM 57636Q104   34,442,583 60,552 SH   SOLE   53,263 0 7,289
MercadoLibre, Inc. COM 58733R102   17,788,787 7,612 SH   SOLE   6,678 0 934
Meta Platforms, Inc. COM 30303M102   40,051,616 54,538 SH   SOLE   47,986 0 6,552
Microsoft Corporation COM 594918104   42,293,725 81,656 SH   SOLE   72,264 0 9,392
NVIDIA Corp COM 67066G104   49,808,650 266,956 SH   SOLE   236,005 0 30,951
Netflix Inc COM 64110L106   24,268,539 20,242 SH   SOLE   17,744 0 2,498
Oracle Corporation COM 68389X105   13,035,193 46,349 SH   SOLE   41,742 0 4,607
Palantir Technologies Inc. COM 69608A108   11,437,369 62,698 SH   SOLE   54,824 0 7,874
Palo Alto Networks, Inc. COM 697435105   14,000,300 68,757 SH   SOLE   60,834 0 7,923
Procter & Gamble Co. COM 742718109   230,475 1,500 SH   SOLE   1,500 0 0
Robinhood Markets, Inc. COM 770700102   13,176,569 92,028 SH   SOLE   81,180 0 10,848
ServiceNow, Inc. COM 81762P102   37,347,723 40,583 SH   SOLE   35,803 0 4,780
Shopify Inc. COM 82509L107   18,630,344 125,364 SH   SOLE   110,025 0 15,339
Trade Desk, Inc. COM 88339J105   4,802,490 97,990 SH   SOLE   86,592 0 11,398
Uber Technologies Inc. COM 90353T100   14,487,118 147,873 SH   SOLE   130,704 0 17,169
VISA Inc. COM 92826C839   18,057,636 52,896 SH   SOLE   47,561 0 5,335
Veeva Systems Inc. COM 922475108   16,070,457 53,944 SH   SOLE   47,629 0 6,315
Schwab Value Advantage Money I COM 808515605   511,443 511,443 SH   SOLE   511,443 0 0