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
Expires: July 31, 2015
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Abbott Laboratories COM 002824100 2,857,434 21,009 SH SOLE 19,519 0 1,490
AbbVie Inc. COM 00287y109 356,947 1,923 SH SOLE 1,923 0 0
Accenture plc COM g1151c101 637,532 2,133 SH SOLE 1,933 0 200
Adobe Inc. COM 00724f101 9,633,312 24,900 SH OTR 02 24,900 0 0
Advanced Micro Devices, Inc. COM 007903107 40,798,933 287,519 SH SOLE 107,604 0 179,915
Advanced Micro Devices, Inc. COM 007903107 6,523,143 45,970 SH OTR 01 45,970 0 0
Advanced Micro Devices, Inc. COM 007903107 37,248,750 262,500 SH OTR 02 262,500 0 0
Airbnb, Inc. COM 009066101 29,587,106 223,569 SH SOLE 100,714 0 122,855
Airbnb, Inc. COM 009066101 5,293,600 40,000 SH OTR 01 40,000 0 0
Alphabet Inc. Class A COM 02079k305 726,068 4,120 SH SOLE 4,120 0 0
Alphabet Inc. Class C COM 02079k107 1,443,068 8,135 SH SOLE 8,135 0 0
Alphabet Inc. Class C COM 02079k107 111,418,659 628,100 SH OTR 02 628,100 0 0
Amazon.com, Inc. COM 023135106 160,204,049 730,225 SH SOLE 379,528 0 350,697
Amazon.com, Inc. COM 023135106 26,326,800 120,000 SH OTR 01 120,000 0 0
Amazon.com, Inc. COM 023135106 58,226,106 265,400 SH OTR 02 265,400 0 0
American Express Company COM 025816109 542,266 1,700 SH SOLE 1,700 0 0
Amgen Inc. COM 031162100 2,751,335 9,854 SH SOLE 9,421 0 433
Amphenol Corporation COM 032095101 3,534,263 35,790 SH SOLE 32,720 0 3,070
Amphenol Corporation COM 032095101 13,825,000 140,000 SH OTR 02 140,000 0 0
AppFolio, Inc. COM 03783c100 4,605,600 20,000 SH OTR 02 20,000 0 0
Apple Inc. COM 037833100 9,009,220 43,911 SH SOLE 41,984 0 1,927
Apple Inc. COM 037833100 88,633,440 432,000 SH OTR 02 432,000 0 0
Applied Materials, Inc. COM 038222105 12,814,900 70,000 SH OTR 02 70,000 0 0
Ares Management Corporation COM 03990b101 22,169,361 127,999 SH SOLE 64,484 0 63,515
Ares Management Corporation COM 03990b101 3,780,956 21,830 SH OTR 01 21,830 0 0
Arista Networks Inc COM 040413205 25,106,874 245,400 SH OTR 02 245,400 0 0
Arm Holdings Plc COM 042068205 49,991,983 309,089 SH SOLE 176,921 0 132,168
Arm Holdings Plc COM 042068205 6,987,168 43,200 SH OTR 01 43,200 0 0
Arm Holdings Plc COM 042068205 20,217,500 125,000 SH OTR 02 125,000 0 0
ASML Holding N.V. COM n07059210 378,256 472 SH SOLE 472 0 0
ASML Holding N.V. COM n07059210 10,418,070 13,000 SH OTR 02 13,000 0 0
Axon Enterprise, Inc. COM 05464c101 227,634,312 274,941 SH SOLE 140,320 0 134,621
Axon Enterprise, Inc. COM 05464c101 42,390,528 51,200 SH OTR 01 51,200 0 0
Axon Enterprise, Inc. COM 05464c101 54,064,482 65,300 SH OTR 02 65,300 0 0
BlackRock, Inc. COM 09290d101 4,499,184 4,288 SH SOLE 4,000 0 288
Blackstone Inc. COM 09260d107 2,468,818 16,505 SH SOLE 15,325 0 1,180
Bloom Energy Corp COM 093712107 2,827,344 118,200 SH SOLE 75,150 0 43,050
Booking Holdings Inc. COM 09857l108 10,744,829 1,856 SH SOLE 1,828 0 28
Booking Holdings Inc. COM 09857l108 6,947,088 1,200 SH OTR 02 1,200 0 0
Broadcom Inc. COM 11135f101 937,210 3,400 SH SOLE 3,400 0 0
Broadcom Inc. COM 11135f101 85,093,155 308,700 SH OTR 02 308,700 0 0
Broadridge Financial Solutions COM 11133t103 545,602 2,245 SH SOLE 1,770 0 475
Broadridge Financial Solutions COM 11133t103 5,055,024 20,800 SH OTR 02 20,800 0 0
Cadence Design Systems, Inc. COM 127387108 18,489 60 SH SOLE 60 0 0
Cadence Design Systems, Inc. COM 127387108 12,326,000 40,000 SH OTR 02 40,000 0 0
Cava Group Inc COM 148929102 334,814 3,975 SH SOLE 3,975 0 0
Cintas Corporation COM 172908105 4,454,057 19,985 SH SOLE 18,625 0 1,360
Cisco Systems, Inc. COM 17275r102 1,078,512 15,545 SH SOLE 13,345 0 2,200
Clearwater Analytics Holdings, COM 185123106 24,671,902 1,125,030 SH SOLE 564,051 0 560,979
Clearwater Analytics Holdings, COM 185123106 5,297,192 241,550 SH OTR 01 241,550 0 0
Costco Wholesale Corporation COM 22160k105 8,048,212 8,130 SH SOLE 7,830 0 300
Credo Technology Group Holding COM g25457105 8,620,129 93,100 SH SOLE 61,150 0 31,950
CrowdStrike Holdings, Inc. COM 22788c105 85,701,198 168,269 SH SOLE 76,902 0 91,367
CrowdStrike Holdings, Inc. COM 22788c105 15,788,610 31,000 SH OTR 01 31,000 0 0
CrowdStrike Holdings, Inc. COM 22788c105 32,239,323 63,300 SH OTR 02 63,300 0 0
CyberArk Software Ltd. COM m2682v108 23,093,311 56,757 SH SOLE 30,357 0 26,400
CyberArk Software Ltd. COM m2682v108 4,028,112 9,900 SH OTR 01 9,900 0 0
D. R. Horton, Inc. COM 23331a109 201,760 1,565 SH SOLE 1,565 0 0
Datadog, Inc. COM 23804l103 11,389,169 84,785 SH SOLE 55,515 0 29,270
Datadog, Inc. COM 23804l103 16,791,250 125,000 SH OTR 02 125,000 0 0
Deere & Company COM 244199105 1,632,253 3,210 SH SOLE 2,810 0 400
Dell Technologies Inc. COM 24703l202 1,118,112 9,120 SH SOLE 9,120 0 0
Dell Technologies Inc. COM 24703l202 12,566,500 102,500 SH OTR 02 102,500 0 0
DexCom, Inc. COM 252131107 43,787,693 501,635 SH SOLE 219,945 0 281,690
DexCom, Inc. COM 252131107 10,623,193 121,700 SH OTR 01 121,700 0 0
DraftKings Inc. COM 26142v105 9,199,476 214,490 SH SOLE 136,490 0 78,000
e.l.f. Beauty, Inc. COM 26856l103 51,615,920 414,786 SH SOLE 204,761 0 210,025
e.l.f. Beauty, Inc. COM 26856l103 10,950,720 88,000 SH OTR 01 88,000 0 0
Ecolab Inc. COM 278865100 1,533,114 5,690 SH SOLE 4,905 0 785
Exact Sciences Corporation COM 30063p105 43,478,239 818,183 SH SOLE 340,198 0 477,985
Exact Sciences Corporation COM 30063p105 10,628,000 200,000 SH OTR 01 200,000 0 0
HubSpot, Inc. COM 443573100 15,535,543 27,910 SH SOLE 4,995 0 22,915
HubSpot, Inc. COM 443573100 3,896,410 7,000 SH OTR 01 7,000 0 0
HubSpot, Inc. COM 443573100 2,783,150 5,000 SH OTR 02 5,000 0 0
Intuit Inc. COM 461202103 4,730,506 6,006 SH SOLE 5,626 0 380
Intuit Inc. COM 461202103 15,516,311 19,700 SH OTR 02 19,700 0 0
Johnson & Johnson COM 478160104 1,640,382 10,739 SH SOLE 9,815 0 924
JPMorgan Chase & Co. COM 46625h100 8,563,362 29,538 SH SOLE 27,808 0 1,730
KLA Corporation COM 482480100 13,436,100 15,000 SH OTR 02 15,000 0 0
MercadoLibre, Inc. COM 58733r102 212,305,071 81,230 SH SOLE 44,687 0 36,543
MercadoLibre, Inc. COM 58733r102 39,727,176 15,200 SH OTR 01 15,200 0 0
MercadoLibre, Inc. COM 58733r102 39,139,109 14,975 SH OTR 02 14,975 0 0
Meta Platforms, Inc. COM 30303m102 122,863,614 166,462 SH SOLE 77,684 0 88,778
Meta Platforms, Inc. COM 30303m102 27,420,044 37,150 SH OTR 01 37,150 0 0
Meta Platforms, Inc. COM 30303m102 147,108,718 199,310 SH OTR 02 199,310 0 0
Micron Technology, Inc. COM 595112103 1,361,913 11,050 SH SOLE 11,050 0 0
Micron Technology, Inc. COM 595112103 36,001,325 292,100 SH OTR 02 292,100 0 0
Microsoft Corporation COM 594918104 20,158,902 40,528 SH SOLE 39,404 0 1,124
Microsoft Corporation COM 594918104 138,727,649 278,900 SH OTR 02 278,900 0 0
Mirion Technologies, Inc. COM 60471a101 219,606 10,200 SH SOLE 10,200 0 0
MongoDB, Inc. COM 60937p106 6,299,700 30,000 SH OTR 02 30,000 0 0
Monolithic Power Systems, Inc. COM 609839105 8,358,211 11,428 SH SOLE 10,613 0 815
Monolithic Power Systems, Inc. COM 609839105 22,672,780 31,000 SH OTR 02 31,000 0 0
Natera, Inc. COM 632307104 57,259,234 338,932 SH SOLE 161,745 0 177,187
Natera, Inc. COM 632307104 11,327,427 67,050 SH OTR 01 67,050 0 0
Nebius Group N.V. COM n97284108 3,488,557 63,050 SH SOLE 41,250 0 21,800
Netflix, Inc. COM 64110l106 136,835,086 102,182 SH SOLE 57,069 0 45,113
Netflix, Inc. COM 64110l106 22,162,602 16,550 SH OTR 01 16,550 0 0
Nextera Energy, Inc. COM 65339f101 1,380,625 19,888 SH SOLE 18,588 0 1,300
NVIDIA Corporation COM 67066g104 274,627,377 1,738,258 SH SOLE 952,550 0 785,708
NVIDIA Corporation COM 67066g104 49,766,850 315,000 SH OTR 01 315,000 0 0
NVIDIA Corporation COM 67066g104 146,451,990 926,970 SH OTR 02 926,970 0 0
NXP Semiconductors N.V. COM n6596x109 2,381,541 10,900 SH OTR 02 10,900 0 0
Oddity Tech Ltd COM m7518j104 283,013 3,750 SH SOLE 3,750 0 0
On Holding AG COM h5919c104 24,397,191 468,726 SH SOLE 215,996 0 252,730
On Holding AG COM h5919c104 8,536,200 164,000 SH OTR 01 164,000 0 0
Oracle Corporation COM 68389x105 3,041,143 13,910 SH SOLE 13,085 0 825
Oracle Corporation COM 68389x105 32,794,500 150,000 SH OTR 02 150,000 0 0
PACCAR Inc COM 693718108 2,247,694 23,645 SH SOLE 22,108 0 1,537
Palo Alto Networks, Inc. COM 697435105 48,849,205 238,708 SH SOLE 119,476 0 119,232
Palo Alto Networks, Inc. COM 697435105 10,743,600 52,500 SH OTR 01 52,500 0 0
Palo Alto Networks, Inc. COM 697435105 24,188,448 118,200 SH OTR 02 118,200 0 0
Palomar Holdings, Inc. COM 69753m105 223,663 1,450 SH SOLE 1,450 0 0
Paychex, Inc. COM 704326107 3,285,941 22,590 SH SOLE 21,665 0 925
Pinterest, Inc. COM 72352l106 10,435,081 290,995 SH SOLE 187,705 0 103,290
Pinterest, Inc. COM 72352l106 4,859,030 135,500 SH OTR 02 135,500 0 0
QUALCOMM Incorporated COM 747525103 3,939,615 24,737 SH SOLE 23,762 0 975
QUALCOMM Incorporated COM 747525103 12,804,504 80,400 SH OTR 02 80,400 0 0
Quanta Services, Inc. COM 74762e102 36,996,477 97,854 SH SOLE 44,589 0 53,265
Quanta Services, Inc. COM 74762e102 5,104,080 13,500 SH OTR 01 13,500 0 0
Quest Diagnostics Incorporated COM 74834l100 727,502 4,050 SH SOLE 3,520 0 530
Repligen Corporation COM 759916109 8,210,946 66,015 SH SOLE 11,040 0 54,975
Repligen Corporation COM 759916109 2,487,600 20,000 SH OTR 01 20,000 0 0
Rivian Automotive, Inc. COM 76954a103 3,138,972 228,455 SH SOLE 141,155 0 87,300
Rocket Lab Corp COM 773121108 32,908,610 920,006 SH SOLE 473,231 0 446,775
Rocket Lab Corp COM 773121108 5,807,260 162,350 SH OTR 01 162,350 0 0
Salesforce, Inc. COM 79466l302 4,744,806 17,400 SH OTR 02 17,400 0 0
Samsara Inc. COM 79589l106 29,210,106 734,291 SH SOLE 351,806 0 382,485
Samsara Inc. COM 79589l106 4,904,874 123,300 SH OTR 01 123,300 0 0
Samsara Inc. COM 79589l106 3,866,616 97,200 SH OTR 02 97,200 0 0
ServiceNow, Inc. COM 81762p102 87,648,058 85,254 SH SOLE 45,089 0 40,165
ServiceNow, Inc. COM 81762p102 17,734,380 17,250 SH OTR 01 17,250 0 0
ServiceNow, Inc. COM 81762p102 46,983,256 45,700 SH OTR 02 45,700 0 0
Shopify Inc. COM 82509l107 171,709,922 1,488,599 SH SOLE 789,884 0 698,715
Shopify Inc. COM 82509l107 32,805,540 284,400 SH OTR 01 284,400 0 0
Shopify Inc. COM 82509l107 62,058,300 538,000 SH OTR 02 538,000 0 0
Snowflake Inc. COM 833445109 56,881,973 254,198 SH SOLE 129,923 0 124,275
Snowflake Inc. COM 833445109 10,427,682 46,600 SH OTR 01 46,600 0 0
Sportradar Group Ag COM h8088l103 6,419,088 228,600 SH OTR 02 228,600 0 0
Spotify Technology S.A. COM l8681t102 86,765,110 113,073 SH SOLE 63,808 0 49,265
Spotify Technology S.A. COM l8681t102 15,473,411 20,165 SH OTR 01 20,165 0 0
Spotify Technology S.A. COM l8681t102 15,346,800 20,000 SH OTR 02 20,000 0 0
Starbucks Corporation COM 855244109 1,027,356 11,212 SH SOLE 10,242 0 970
Symbotic Inc. COM 87151x101 5,506,832 141,746 SH SOLE 90,946 0 50,800
Tesla, Inc. COM 88160r101 214,094,405 673,973 SH SOLE 379,283 0 294,690
Tesla, Inc. COM 88160r101 39,485,138 124,300 SH OTR 01 124,300 0 0
Tesla, Inc. COM 88160r101 52,509,198 165,300 SH OTR 02 165,300 0 0
The Home Depot, Inc. COM 437076102 4,044,772 11,032 SH SOLE 10,475 0 557
The Progressive Corporation COM 743315103 4,776,794 17,900 SH SOLE 16,475 0 1,425
The Trade Desk, Inc. COM 88339j105 110,763,407 1,538,594 SH SOLE 763,182 0 775,412
The Trade Desk, Inc. COM 88339j105 20,711,523 287,700 SH OTR 01 287,700 0 0
The Trade Desk, Inc. COM 88339j105 24,649,376 342,400 SH OTR 02 342,400 0 0
The Walt Disney Company COM 254687106 720,250 5,808 SH SOLE 4,475 0 1,333
Toast, Inc. COM 888787108 63,847,019 1,441,567 SH SOLE 736,642 0 704,925
Toast, Inc. COM 888787108 11,940,584 269,600 SH OTR 01 269,600 0 0
Toast, Inc. COM 888787108 19,709,050 445,000 SH OTR 02 445,000 0 0
Tractor Supply Company COM 892356106 987,063 18,705 SH SOLE 17,455 0 1,250
TransMedics Group, Inc. COM 89377m109 13,565,616 101,228 SH SOLE 45,763 0 55,465
TransMedics Group, Inc. COM 89377m109 2,720,403 20,300 SH OTR 01 20,300 0 0
Uber Technologies, Inc. COM 90353t100 111,543,620 1,195,537 SH SOLE 584,974 0 610,563
Uber Technologies, Inc. COM 90353t100 18,660,000 200,000 SH OTR 01 200,000 0 0
Uber Technologies, Inc. COM 90353t100 10,580,220 113,400 SH OTR 02 113,400 0 0
Veeva Systems Inc. COM 922475108 47,975,460 166,593 SH SOLE 77,555 0 89,038
Veeva Systems Inc. COM 922475108 11,044,033 38,350 SH OTR 01 38,350 0 0
Vertiv Holdings Co COM 92537n108 11,556,900 90,000 SH OTR 02 90,000 0 0
Visa Inc. COM 92826c839 6,929,866 19,518 SH SOLE 18,443 0 1,075
Visa Inc. COM 92826c839 355,050 1,000 SH OTR 02 1,000 0 0
Waste Management, Inc. COM 94106l109 2,157,773 9,430 SH SOLE 9,065 0 365
Wingstop Inc. COM 974155103 45,542,712 135,246 SH SOLE 72,318 0 62,928
Wingstop Inc. COM 974155103 10,102,200 30,000 SH OTR 01 30,000 0 0
Xometry, Inc. COM 98423f109 265,252 7,850 SH SOLE 7,850 0 0
Zillow Group, Inc. Class C COM 98954m200 49,353,317 704,544 SH SOLE 348,919 0 355,625
Zillow Group, Inc. Class C COM 98954m200 8,406,000 120,000 SH OTR 01 120,000 0 0
Zoetis Inc. COM 98978v103 2,523,271 16,180 SH SOLE 15,260 0 920
iShares MSCI KLD 400 Social COM 464288570 705,672 6,075 SH SOLE 6,075 0 0
Spdr Dow Jones Industrial Avrg COM 78467x109 286,423 650 SH SOLE 650 0 0
SPDR S&P 500 ETF Trust COM 78462f103 2,907,162 4,705 SH SOLE 3,920 0 785