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
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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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ASML Hldg NV NY Reg Shs COM N07059210 9,519,712 11,879 SH SOLE 10,466 0 1,413
Adobe Inc. COM 00724F101 352,448 911 SH SOLE 821 0 90
Advanced Micro Devices COM 007903107 10,729,343 75,612 SH SOLE 66,364 0 9,248
Alphabet Inc. Class C COM 02079K107 226,704 1,278 SH SOLE 1,278 0 0
Amazon.com Inc. COM 023135106 43,356,510 197,623 SH SOLE 173,392 0 24,231
Apple Inc. COM 037833100 1,913,415 9,326 SH SOLE 9,326 0 0
Arista Networks COM 040413205 7,337,469 71,718 SH SOLE 63,023 0 8,695
Axon Enterprise, Inc. COM 05464C101 6,045,618 7,302 SH SOLE 6,417 0 885
Blackstone Inc. COM 09260D107 12,573,545 84,059 SH SOLE 74,097 0 9,962
Cadence Design Systems, Inc. COM 127387108 8,320,050 27,000 SH SOLE 24,064 0 2,936
Chipotle Mexican Grill COM 169656105 16,038,518 285,637 SH SOLE 249,921 0 35,716
Coinbase Global, Inc. COM 19260Q107 6,627,415 18,909 SH SOLE 16,598 0 2,311
CrowdStrike Holdings, Inc. COM 22788C105 18,042,307 35,425 SH SOLE 31,124 0 4,301
DexCom, Inc. COM 252131107 8,953,248 102,569 SH SOLE 90,141 0 12,428
E.L.F. Beauty, Inc. COM 26856L103 5,378,795 43,224 SH SOLE 39,730 0 3,494
Eli Lilly & Co. COM 532457108 6,550,391 8,403 SH SOLE 7,432 0 971
Insulet Corp COM 45784P101 8,687,705 27,652 SH SOLE 24,426 0 3,226
Intuit Inc. COM 461202103 11,624,631 14,759 SH SOLE 12,990 0 1,769
Intuitive Surgical, Inc. COM 46120E602 21,758,136 40,040 SH SOLE 35,448 0 4,592
Johnson Controls, Inc. COM G51502105 4,028,241 38,139 SH SOLE 38,139 0 0
Marvell Technology Grp COM 573874104 7,470,880 96,523 SH SOLE 84,408 0 12,115
Mastercard Inc. COM 57636Q104 34,113,692 60,707 SH SOLE 53,354 0 7,353
MercadoLibre, Inc. COM 58733R102 16,688,028 6,385 SH SOLE 5,596 0 789
Meta Platforms, Inc. COM 30303M102 40,910,853 55,428 SH SOLE 48,818 0 6,610
Microsoft Corporation COM 594918104 40,715,993 81,856 SH SOLE 72,395 0 9,461
NVIDIA Corp COM 67066G104 48,592,984 307,570 SH SOLE 271,683 0 35,887
Netflix Inc COM 64110L106 27,169,609 20,289 SH SOLE 17,771 0 2,518
Palantir Technologies Inc. COM 69608A108 8,559,669 62,791 SH SOLE 54,901 0 7,890
Palo Alto Networks, Inc. COM 697435105 14,108,291 68,942 SH SOLE 60,930 0 8,012
Procter & Gamble Co. COM 742718109 238,980 1,500 SH SOLE 1,500 0 0
Robinhood Markets, Inc. COM 770700102 8,614,709 92,008 SH SOLE 81,058 0 10,950
Salesforce, Inc COM 79466L302 11,643,045 42,697 SH SOLE 37,704 0 4,993
ServiceNow, Inc. COM 81762P102 42,150,252 40,999 SH SOLE 36,179 0 4,820
Shopify Inc. COM 82509L107 14,471,465 125,457 SH SOLE 109,999 0 15,458
Trade Desk, Inc. COM 88339J105 7,099,510 98,618 SH SOLE 87,068 0 11,550
Uber Technologies Inc. COM 90353T100 13,832,751 148,261 SH SOLE 130,896 0 17,365
VISA Inc. COM 92826C839 23,343,827 65,748 SH SOLE 59,112 0 6,636
Veeva Systems Inc. COM 922475108 15,759,705 54,725 SH SOLE 48,358 0 6,367
Schwab Value Advantage Money I COM 808515605 577,219 577,219 SH SOLE 577,219 0 0