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
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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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Advanced Micro Devices COM 007903107 42,276,887 72,777 SH SOLE 64,698 0 8,079
Alphabet Inc. Class A COM 02079K305 286,611 802 SH SOLE 802 0 0
Alphabet Inc. Class C COM 02079K107 32,914,456 93,155 SH SOLE 82,632 0 10,523
Amazon.com Inc. COM 023135106 41,758,121 175,204 SH SOLE 155,357 0 19,847
Amphenol Corp. COM 032095101 9,611,732 54,513 SH SOLE 48,424 0 6,089
Apple Inc. COM 037833100 2,698,571 9,326 SH SOLE 9,326 0 0
Arista Networks COM 040413205 16,522,019 97,257 SH SOLE 86,357 0 10,900
Axon Enterprise, Inc. COM 05464C101 9,340,323 16,661 SH SOLE 14,912 0 1,749
Broadcom Limited COM 11135F101 11,736,692 31,070 SH SOLE 27,599 0 3,471
Coinbase Global, Inc. COM 19260Q107 3,959,995 27,088 SH SOLE 24,057 0 3,031
Credo Technology Group Holding COM G25457105 13,568,401 49,893 SH SOLE 44,724 0 5,169
CrowdStrike Holdings, Inc. COM 22788C105 26,201,649 34,334 SH SOLE 30,465 0 3,869
Eli Lilly & Co. COM 532457108 25,282,785 21,079 SH SOLE 18,764 0 2,315
GE Aerospace COM 369604301 233,208 624 SH SOLE 624 0 0
GE Vernova Inc. COM 36828A101 278,442 237 SH SOLE 237 0 0
HEICO Corporation COM 422806109 8,714,545 24,466 SH SOLE 21,719 0 2,747
Howmet Aerospace Inc. COM 443201108 15,881,560 59,070 SH SOLE 52,831 0 6,239
Intuitive Surgical, Inc. COM 46120E602 15,229,951 38,297 SH SOLE 34,208 0 4,089
Johnson Controls, Inc. COM G51502105 5,572,489 38,139 SH SOLE 38,139 0 0
Lam Research Corporation COM 512807306 14,776,553 34,100 SH SOLE 30,229 0 3,871
Lumentum Holdings Inc. COM 55024U109 6,184,896 7,208 SH SOLE 6,393 0 815
Mastercard Inc. COM 57636Q104 23,114,054 45,004 SH SOLE 40,101 0 4,903
MercadoLibre, Inc. COM 58733R102 12,489,396 7,358 SH SOLE 6,527 0 831
Meta Platforms, Inc. COM 30303M102 21,498,526 38,166 SH SOLE 33,942 0 4,224
Microsoft Corporation COM 594918104 22,939,611 61,497 SH SOLE 54,948 0 6,549
NVIDIA Corp COM 67066G104 41,822,412 209,018 SH SOLE 186,274 0 22,744
Netflix Inc COM 64110L106 215,200 3,014 SH SOLE 3,014 0 0
Oracle Corporation COM 68389X105 6,650,732 45,382 SH SOLE 40,830 0 4,552
Palantir Technologies Inc. COM 69608A108 7,108,820 60,931 SH SOLE 53,815 0 7,116
Palo Alto Networks, Inc. COM 697435105 22,727,278 66,645 SH SOLE 59,516 0 7,129
Procter & Gamble Co. COM 742718109 219,960 1,500 SH SOLE 1,500 0 0
Robinhood Markets, Inc. COM 770700102 13,551,739 135,139 SH SOLE 120,466 0 14,673
ServiceNow, Inc. COM 81762P102 19,425,522 195,664 SH SOLE 174,117 0 21,547
Shopify Inc. COM 82509L107 14,053,617 123,083 SH SOLE 109,147 0 13,936
Sterling Construction Co COM 859241101 5,822,640 6,937 SH SOLE 6,152 0 785
Taiwan Semiconductor COM 874039100 11,836,572 24,785 SH SOLE 22,007 0 2,778
Uber Technologies Inc. COM 90353T100 10,366,073 143,654 SH SOLE 128,165 0 15,489
VISA Inc. COM 92826C839 1,833,130 5,343 SH SOLE 5,108 0 235
Vertiv Holdings Co. COM 92537N108 11,569,370 34,554 SH SOLE 30,629 0 3,925
Schwab Value Advantage Money I COM 808515605 525,371 525,371 SH SOLE 525,371 0 0