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
ALPHABET INC CLASS A COM 02079k305 86,502,582 490,850 SH SOLE 489,352 0 1,498
AMAZON.COM INC COM 023135106 79,830,135 363,873 SH SOLE 362,745 0 1,128
APPFOLIO INC CLASS A COM 03783c100 625,901 2,718 SH SOLE 2,718 0 0
APPLE INC COM 037833100 100,009,629 487,448 SH SOLE 485,971 0 1,476
ARCUTIS BIOTHERAPEUTICS COM 03969k108 1,596,626 113,882 SH SOLE 113,882 0 0
BECTON DICKINSON & CO COM 075887109 46,598,147 270,526 SH SOLE 269,668 0 859
BRAZE INC CLASS A COM 10576n102 701,292 24,957 SH SOLE 24,957 0 0
BRIGHT HORIZONS FAMILY S COM 109194100 528,718 4,278 SH SOLE 4,278 0 0
BROADCOM INC COM 11135f101 63,058,551 228,763 SH SOLE 228,044 0 719
BROADRIDGE FINL SOLUTION COM 11133t103 605,145 2,490 SH SOLE 2,490 0 0
CASELLA WASTE SYS INC CLASS A COM 147448104 901,695 7,815 SH SOLE 7,815 0 0
CG ONCOLOGY INC COM 156944100 1,000,454 38,479 SH SOLE 38,479 0 0
CHARLES SCHWAB CORP NEW COM 808513105 43,821,438 480,288 SH SOLE 478,972 0 1,316
CHEVRON CORP NEW COM 166764100 924,291 6,455 SH SOLE 6,455 0 0
CHEWY INC CLASS A COM 16679l109 35,565,938 834,489 SH SOLE 832,209 0 2,281
CHURCH & DWIGHT INC COM 171340102 55,866,786 581,280 SH SOLE 579,514 0 1,766
CINTAS CORP COM 172908105 17,700,948 79,423 SH SOLE 79,249 0 174
COLGATE PALMOLIVE CO COM 194162103 48,853,155 537,438 SH SOLE 535,885 0 1,554
COMMVAULT SYS INC COM 204166102 251,384 1,442 SH SOLE 1,442 0 0
CONMED CORP COM 207410101 573,974 11,021 SH SOLE 11,021 0 0
CONSTELLATION BRANDS INC CLASS COM 21036p108 14,802,271 90,990 SH SOLE 90,530 0 460
CORNING INC COM 219350105 870,943 16,561 SH SOLE 16,561 0 0
COSTCO WHSL CORP NEW COM 22160k105 23,659,952 23,900 SH SOLE 23,844 0 56
CYBERARK SOFTWARE LTD F COM m2682v108 46,924,315 115,327 SH SOLE 114,982 0 345
DISNEY WALT CO COM 254687106 252,608 2,037 SH SOLE 2,037 0 0
DOMINOS PIZZA INC COM 25754a201 1,059,361 2,351 SH SOLE 2,351 0 0
E L F BEAUTY INC COM 26856l103 977,725 7,857 SH SOLE 7,857 0 0
ECOLAB INC COM 278865100 28,860,710 107,114 SH SOLE 106,795 0 319
ELI LILLY & CO COM 532457108 49,852,814 63,952 SH SOLE 63,768 0 184
EXLSERVICE HLDGS INC COM 302081104 1,293,469 29,538 SH SOLE 29,538 0 0
GENIUS SPORTS LTD F COM g3934v109 831,397 79,942 SH SOLE 79,942 0 0
GITLAB INC CLASS A COM 37637k108 860,157 19,068 SH SOLE 19,068 0 0
GSK PLC ADR F SPONSORED ADR 1 COM 37733w204 686,208 17,870 SH SOLE 17,870 0 0
GXO LOGISTICS INC COM 36262g101 762,593 15,659 SH SOLE 15,659 0 0
HALOZYME THERAPEUTICS IN COM 40637h109 1,023,546 19,676 SH SOLE 19,676 0 0
HOME DEPOT INC COM 437076102 1,293,506 3,528 SH SOLE 3,528 0 0
IBOTTA INC CLASS A COM 451051106 274,610 7,503 SH SOLE 7,503 0 0
INSULET CORP COM 45784p101 50,882,538 161,953 SH SOLE 161,430 0 523
ITRON INC EQUITY CLASS EQUITY COM 465741106 652,885 4,960 SH SOLE 4,960 0 0
JOHNSON & JOHNSON COM 478160104 975,003 6,383 SH SOLE 6,383 0 0
JPMORGAN CHASE & CO COM 46625h100 1,533,334 5,289 SH SOLE 5,289 0 0
KINIKSA PHARMACEUTICAL F CLASS COM g52694109 1,193,711 43,141 SH SOLE 43,141 0 0
LABCORP HLDGS INC COM 504922105 48,948,741 186,464 SH SOLE 185,876 0 589
MADRIGAL PHARMACEUTICALS COM 558868105 1,041,082 3,440 SH SOLE 3,440 0 0
MASTERCARD INC CLASS A COM 57636q104 43,038,434 76,589 SH SOLE 76,361 0 228
MCCORMICK & CO INC COM 579780206 26,456,951 348,944 SH SOLE 347,893 0 1,051
MCDONALDS CORP COM 580135101 1,025,809 3,511 SH SOLE 3,511 0 0
MERCK & CO. INC. COM 58933y105 634,230 8,012 SH SOLE 8,012 0 0
MERIT MED SYS INC COM 589889104 1,868,291 19,986 SH SOLE 19,986 0 0
MICROSOFT CORP COM 594918104 121,110,158 243,482 SH SOLE 242,749 0 732
NETFLIX INC COM 64110l106 103,237,308 77,093 SH SOLE 76,844 0 249
PACKAGING CORP OF AMER COM 695156109 967,314 5,133 SH SOLE 5,133 0 0
PALANTIR TECHNOLOGIES IN CLASS COM 69608a108 272,640 2,000 SH SOLE 2,000 0 0
PALO ALTO NETWORKS INC COM 697435105 41,245,505 201,552 SH SOLE 200,980 0 571
PEPSICO INC COM 713448108 833,510 6,313 SH SOLE 6,313 0 0
PINTEREST INC CLASS A COM 72352l106 40,665,384 1,134,004 SH SOLE 1,130,338 0 3,666
PRIMORIS SVCS CORP COM 74164f103 779,634 10,003 SH SOLE 10,003 0 0
QUALCOMM INC COM 747525103 21,618,163 135,741 SH SOLE 135,101 0 640
QUANTA SVCS INC COM 74762e102 78,484,535 207,587 SH SOLE 206,966 0 621
ROPER TECHNOLOGIES INC COM 776696106 883,630 1,559 SH SOLE 1,559 0 0
SALESFORCE INC COM 79466l302 49,533,315 181,647 SH SOLE 181,096 0 551
SCHOLAR ROCK HLDG CORP COM 80706p103 1,048,467 29,601 SH SOLE 29,601 0 0
SEMPRA COM 816851109 802,556 10,592 SH SOLE 10,592 0 0
SENTINELONE INC CLASS A COM 81730h109 694,530 37,994 SH SOLE 37,994 0 0
SERVICENOW INC COM 81762p102 40,895,408 39,778 SH SOLE 39,648 0 131
SIMPLY GOOD FOODS CO COM 82900l102 675,931 21,397 SH SOLE 21,397 0 0
SITEONE LANDSCAPE SUPPLY COM 82982l103 265,463 2,195 SH SOLE 2,195 0 0
SOUTHERN CO COM 842587107 1,025,925 11,172 SH SOLE 11,172 0 0
SPS COMM INC COM 78463m107 498,634 3,664 SH SOLE 3,664 0 0
STARBUCKS CORP COM 855244109 1,131,544 12,349 SH SOLE 12,349 0 0
STEVANATO GROUP S P A F COM t9224w109 637,208 26,083 SH SOLE 26,083 0 0
SYNOPSYS INC COM 871607107 29,793,045 58,112 SH SOLE 57,940 0 172
TAIWAN SEMICONDUCTOR M F SPONS COM 874039100 49,827,485 219,999 SH SOLE 219,277 0 721
ULTA BEAUTY INC COM 90384s303 52,085,909 111,337 SH SOLE 110,992 0 346
VARONIS SYS INC COM 922280102 827,986 16,315 SH SOLE 16,315 0 0
VERACYTE INC COM 92337f107 1,079,362 39,932 SH SOLE 39,932 0 0
VERONA PHARMA PLC F UNSPONSORE COM 925050106 2,139,778 22,624 SH SOLE 22,624 0 0
VITA COCO CO INC COM 92846q107 1,232,490 34,141 SH SOLE 34,141 0 0
WASTE MGMT INC DEL COM 94106l109 43,645,365 190,741 SH SOLE 190,184 0 557
WEST PHARMACEUTICAL SVCS COM 955306105 36,168,767 165,305 SH SOLE 164,792 0 513
WILLSCOT HOLDINGS CO A CLASS A COM 971378104 490,542 17,903 SH SOLE 17,903 0 0
ZOETIS INC CLASS A COM 98978v103 49,005,605 314,239 SH SOLE 313,309 0 930
ISHARES RUSSELL 1000 GROWTH ET ETF 464287614 28,512,343 67,154 SH SOLE 67,150 0 5
SPDR BLOOMBERG 1 3 MNTH T BLL ETF 78468r663 7,348,053 80,105 SH SOLE 79,765 0 340
SPDR S&P 500 ETF ETF 78462f103 2,143,089 3,469 SH SOLE 3,469 0 0