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 1,882,613 19,049 SH SOLE 17,049 0 2,000
AbbVie Inc. COM 00287y109 503,038 1,923 SH SOLE 1,923 0 0
Advanced Micro Devices, Inc. COM 007903107 92,503,618 151,209 SH SOLE 106,004 0 45,205
Advanced Micro Devices, Inc. COM 007903107 23,552,760 38,500 SH OTR 01 38,500 0 0
Advanced Micro Devices, Inc. COM 007903107 97,269,840 159,000 SH OTR 02 159,000 0 0
Airbnb, Inc. COM 009066101 1,730,361 10,771 SH SOLE 10,771 0 0
Alphabet Inc. Class A COM 02079k305 61,573,116 178,950 SH SOLE 129,450 0 49,500
Alphabet Inc. Class A COM 02079k305 14,685,334 42,680 SH OTR 01 42,680 0 0
Alphabet Inc. Class C COM 02079k107 2,543,965 7,466 SH SOLE 7,445 0 21
Alphabet Inc. Class C COM 02079k107 183,692,934 539,100 SH OTR 02 539,100 0 0
Amazon.com, Inc. COM 023135106 93,771,340 376,365 SH SOLE 283,430 0 92,935
Amazon.com, Inc. COM 023135106 17,041,860 68,400 SH OTR 01 68,400 0 0
Amazon.com, Inc. COM 023135106 43,053,120 172,800 SH OTR 02 172,800 0 0
American Express Company COM 025816109 486,560 1,600 SH SOLE 1,600 0 0
Amgen Inc. COM 031162100 4,409,744 10,462 SH SOLE 9,954 0 508
Amphenol Corporation COM 032095101 6,086,039 72,195 SH SOLE 65,375 0 6,820
Amphenol Corporation COM 032095101 23,604,000 280,000 SH OTR 02 280,000 0 0
Amprius Technologies, Inc. COM 03214q108 503,844 52,050 SH SOLE 52,050 0 0
AppFolio, Inc. COM 03783c100 11,489,796 57,300 SH OTR 02 57,300 0 0
Apple Inc. COM 037833100 15,259,480 45,822 SH SOLE 43,512 0 2,310
Apple Inc. COM 037833100 152,789,576 458,800 SH OTR 02 458,800 0 0
Applied Materials, Inc. COM 038222105 44,387,784 86,800 SH OTR 02 86,800 0 0
AppLovin Corporation, Class A COM 03831w108 2,628,682 9,051 SH SOLE 9,051 0 0
Arista Networks Inc COM 040413205 39,700 195 SH SOLE 195 0 0
Arista Networks Inc COM 040413205 51,691,501 253,900 SH OTR 02 253,900 0 0
Arm Holdings Plc COM 042068205 4,213,105 14,545 SH SOLE 14,545 0 0
Arm Holdings Plc COM 042068205 14,019,544 48,400 SH OTR 02 48,400 0 0
ASML Holding N.V. COM n07059210 402,191 222 SH SOLE 222 0 0
ASML Holding N.V. COM n07059210 23,551,710 13,000 SH OTR 02 13,000 0 0
Axon Enterprise, Inc. COM 05464c101 58,699,014 138,926 SH SOLE 105,651 0 33,275
Axon Enterprise, Inc. COM 05464c101 12,105,198 28,650 SH OTR 01 28,650 0 0
Axon Enterprise, Inc. COM 05464c101 21,252,756 50,300 SH OTR 02 50,300 0 0
BlackRock, Inc. COM 09290d101 5,343,306 5,049 SH SOLE 4,706 0 343
Blackstone Inc. COM 09260d107 1,620,261 14,455 SH SOLE 13,075 0 1,380
Bloom Energy Corporation COM 093712107 9,525,342 34,390 SH SOLE 34,390 0 0
Booking Holdings Inc. COM 09857l108 3,900,065 23,940 SH SOLE 22,990 0 950
Broadcom Inc. COM 11135f101 1,158,927 3,300 SH SOLE 3,300 0 0
Broadcom Inc. COM 11135f101 110,870,683 315,700 SH OTR 02 315,700 0 0
Broadridge Financial Solutions COM 11133t103 289,175 1,795 SH SOLE 1,245 0 550
Cadence Design Systems, Inc. COM 127387108 21,462,025 65,000 SH OTR 02 65,000 0 0
Caris Life Sciences, Inc. COM 142152107 17,797,470 581,047 SH SOLE 373,347 0 207,700
Caris Life Sciences, Inc. COM 142152107 4,243,787 138,550 SH OTR 01 138,550 0 0
Carlsmed, Inc. COM 14280c105 251,853 17,900 SH SOLE 17,900 0 0
Cashmere Valley Bank COM 14756k102 232,004 2,585 SH SOLE 2,585 0 0
Cintas Corporation COM 172908105 4,037,742 20,700 SH SOLE 19,115 0 1,585
Cisco Systems, Inc. COM 17275r102 1,711,855 15,905 SH SOLE 13,305 0 2,600
Coherent Corp. COM 19247g107 17,700,603 61,501 SH SOLE 45,251 0 16,250
Coherent Corp. COM 19247g107 3,741,530 13,000 SH OTR 01 13,000 0 0
Coherent Corp. COM 19247g107 7,425,498 25,800 SH OTR 02 25,800 0 0
Comfort Systems USA, Inc. COM 199908104 42,576,277 25,740 SH SOLE 17,020 0 8,720
Comfort Systems USA, Inc. COM 199908104 7,898,280 4,775 SH OTR 01 4,775 0 0
Contemporary Amperex Technolog COM 210919106 2,364,269 154,225 SH SOLE 154,225 0 0
Costco Wholesale Corporation COM 22160k105 7,558,920 8,303 SH SOLE 7,928 0 375
Credo Technology Group Holding COM g25457105 54,636,842 280,491 SH SOLE 203,866 0 76,625
Credo Technology Group Holding COM g25457105 11,784,795 60,500 SH OTR 01 60,500 0 0
Credo Technology Group Holding COM g25457105 15,193,620 78,000 SH OTR 02 78,000 0 0
CrowdStrike Holdings, Inc. COM 22788c105 60,393,182 228,114 SH SOLE 172,489 0 55,625
CrowdStrike Holdings, Inc. COM 22788c105 12,952,894 48,925 SH OTR 01 48,925 0 0
CrowdStrike Holdings, Inc. COM 22788c105 53,267,700 201,200 SH OTR 02 201,200 0 0
D. R. Horton, Inc. COM 23331a109 213,857 1,565 SH SOLE 1,565 0 0
Datadog, Inc. COM 23804l103 9,744,952 35,585 SH SOLE 35,585 0 0
Datadog, Inc. COM 23804l103 34,231,250 125,000 SH OTR 02 125,000 0 0
Deere & Company COM 244199105 3,233,513 4,815 SH SOLE 4,335 0 480
Dell Technologies Inc. COM 24703l202 5,180,459 9,630 SH SOLE 9,440 0 190
Dell Technologies Inc. COM 24703l202 42,713,230 79,400 SH OTR 02 79,400 0 0
Doordash, Inc. COM 25809k105 3,375,301 18,389 SH SOLE 18,389 0 0
DPC Holdings PLC COM g2r11m108 314,837 7,450 SH SOLE 7,450 0 0
DraftKings Inc. COM 26142v105 2,199,060 115,740 SH SOLE 115,740 0 0
Ecolab Inc. COM 278865100 1,819,093 6,625 SH SOLE 5,675 0 950
Ethos Technologies Inc. COM 29765a101 720,144 21,452 SH SOLE 21,452 0 0
Figma, Inc. COM 316841105 482,619 22,960 SH SOLE 22,960 0 0
Frequency Electronics, Inc. COM 358010106 222,314 2,630 SH SOLE 2,630 0 0
Insight Molecular Dia Inc Com COM 68235c206 78,980 22,000 SH SOLE 22,000 0 0
IonQ, Inc. COM 46222l108 2,351,115 53,605 SH SOLE 53,605 0 0
IonQ, Inc. COM 46222l108 7,236,900 165,000 SH OTR 02 165,000 0 0
Johnson & Johnson COM 478160104 2,948,939 11,139 SH SOLE 9,940 0 1,199
JPMorgan Chase & Co. COM 46625h100 9,681,078 29,263 SH SOLE 27,313 0 1,950
Karman Holdings Inc. COM 485924104 23,172,033 714,745 SH SOLE 516,520 0 198,225
KLA Corporation COM 482480100 602,334 3,090 SH SOLE 2,715 0 375
KLA Corporation COM 482480100 31,383,730 161,000 SH OTR 02 161,000 0 0
Kraken Robotics Inc COM 50077n102 1,084,155 353,260 SH SOLE 347,135 0 6,125
L3Harris Technologies, Inc. COM 502431109 281,295 1,188 SH SOLE 868 0 320
LGI HOMES, INC. COM 50187t106 286,836 6,150 SH SOLE 6,150 0 0
Maplebear Inc. COM 565394103 357,379 8,288 SH SOLE 8,288 0 0
Marvell Technology, Inc. COM 573874104 21,107,737 79,890 SH SOLE 54,165 0 25,725
Marvell Technology, Inc. COM 573874104 5,462,542 20,675 SH OTR 01 20,675 0 0
Marvell Technology, Inc. COM 573874104 20,872,590 79,000 SH OTR 02 79,000 0 0
MercadoLibre, Inc. COM 58733r102 72,458,249 41,919 SH SOLE 31,969 0 9,950
MercadoLibre, Inc. COM 58733r102 14,001,093 8,100 SH OTR 01 8,100 0 0
MercadoLibre, Inc. COM 58733r102 8,815,503 5,100 SH OTR 02 5,100 0 0
Merck & Co., Inc. COM 58933y105 227,410 1,565 SH SOLE 1,565 0 0
Meta Platforms, Inc. COM 30303m102 44,488,343 61,348 SH SOLE 44,005 0 17,343
Meta Platforms, Inc. COM 30303m102 9,989,355 13,775 SH OTR 01 13,775 0 0
Meta Platforms, Inc. COM 30303m102 97,855,789 134,940 SH OTR 02 134,940 0 0
Micron Technology, Inc. COM 595112103 11,290,166 10,600 SH SOLE 10,600 0 0
Micron Technology, Inc. COM 595112103 142,618,229 133,900 SH OTR 02 133,900 0 0
Microsoft Corporation COM 594918104 59,462,760 115,934 SH SOLE 89,930 0 26,004
Microsoft Corporation COM 594918104 9,475,828 18,475 SH OTR 01 18,475 0 0
Microsoft Corporation COM 594918104 196,286,830 382,700 SH OTR 02 382,700 0 0
MongoDB, Inc. COM 60937p106 14,676,481 42,100 SH OTR 02 42,100 0 0
Monolithic Power Systems, Inc. COM 609839105 52,300,428 38,821 SH SOLE 28,001 0 10,820
Monolithic Power Systems, Inc. COM 609839105 10,797,968 8,015 SH OTR 01 8,015 0 0
Monolithic Power Systems, Inc. COM 609839105 37,587,438 27,900 SH OTR 02 27,900 0 0
Natera, Inc. COM 632307104 76,480,536 185,044 SH SOLE 131,669 0 53,375
Natera, Inc. COM 632307104 17,524,344 42,400 SH OTR 01 42,400 0 0
Navan, Inc. Class A COM 639193101 6,487,757 309,088 SH SOLE 201,613 0 107,475
Navan, Inc. Class A COM 639193101 1,650,864 78,650 SH OTR 01 78,650 0 0
Nebius Group N.V. COM n97284108 5,672,914 24,050 SH SOLE 24,050 0 0
Netflix, Inc. COM 64110l106 7,412,705 106,535 SH SOLE 101,285 0 5,250
Nextera Energy, Inc. COM 65339f101 2,003,323 26,450 SH SOLE 24,650 0 1,800
nLIGHT, Inc. COM 65487k100 3,546,371 91,061 SH SOLE 73,661 0 17,400
NVIDIA Corporation COM 67066g104 185,616,723 812,754 SH SOLE 645,194 0 167,560
NVIDIA Corporation COM 67066g104 32,315,770 141,500 SH OTR 01 141,500 0 0
NVIDIA Corporation COM 67066g104 185,323,519 811,470 SH OTR 02 811,470 0 0
NXP Semiconductors N.V. COM n6596x109 20,451,333 86,100 SH OTR 02 86,100 0 0
On Holding AG COM h5919c104 6,379,326 215,445 SH SOLE 139,765 0 75,680
On Holding AG COM h5919c104 924,572 31,225 SH OTR 01 31,225 0 0
Oracle Corporation COM 68389x105 808,697 5,890 SH SOLE 5,155 0 735
Oracle Corporation COM 68389x105 7,139,600 52,000 SH OTR 02 52,000 0 0
PACCAR Inc COM 693718108 3,207,221 29,207 SH SOLE 27,045 0 2,162
Palo Alto Networks, Inc. COM 697435105 1,791,868 4,510 SH SOLE 4,510 0 0
Palo Alto Networks, Inc. COM 697435105 35,519,514 89,400 SH OTR 02 89,400 0 0
QUALCOMM Incorporated COM 747525103 2,629,379 14,287 SH SOLE 14,287 0 0
QUALCOMM Incorporated COM 747525103 11,760,156 63,900 SH OTR 02 63,900 0 0
Quanta Services, Inc. COM 74762e102 50,381,137 78,413 SH SOLE 53,113 0 25,300
Quanta Services, Inc. COM 74762e102 12,496,820 19,450 SH OTR 01 19,450 0 0
Quest Diagnostics Incorporated COM 74834l100 2,872,588 12,325 SH SOLE 11,515 0 810
Reddit, Inc. Class A COM 75734b100 2,172,210 15,250 SH SOLE 15,250 0 0
Rivian Automotive, Inc. COM 76954a103 1,171,072 78,385 SH SOLE 78,385 0 0
Rocket Lab Corporation COM 773121108 64,040,101 919,060 SH SOLE 670,296 0 248,764
Rocket Lab Corporation COM 773121108 13,260,104 190,300 SH OTR 01 190,300 0 0
Rocket Lab Corporation COM 773121108 7,163,104 102,800 SH OTR 02 102,800 0 0
Rollins, Inc. COM 775711104 383,879 12,745 SH SOLE 11,795 0 950
Rubrik, Inc. COM 781154109 3,505,644 30,625 SH SOLE 30,625 0 0
Samsara Inc. COM 79589l106 16,931,131 444,037 SH SOLE 336,937 0 107,100
Samsara Inc. COM 79589l106 1,750,167 45,900 SH OTR 01 45,900 0 0
Samsara Inc. COM 79589l106 9,315,159 244,300 SH OTR 02 244,300 0 0
Seagate Technology Holdings PL COM g7997r103 20,383,714 22,100 SH OTR 02 22,100 0 0
ServiceNow, Inc. COM 81762p102 2,456,403 18,330 SH SOLE 15,655 0 2,675
ServiceNow, Inc. COM 81762p102 13,655,619 101,900 SH OTR 02 101,900 0 0
SharkNinja, Inc. COM g8068l108 20,926,702 116,182 SH SOLE 77,132 0 39,050
SharkNinja, Inc. COM g8068l108 5,241,492 29,100 SH OTR 01 29,100 0 0
Shopify Inc. COM 82509l107 106,905,169 720,871 SH SOLE 554,446 0 166,425
Shopify Inc. COM 82509l107 21,355,200 144,000 SH OTR 01 144,000 0 0
Shopify Inc. COM 82509l107 29,533,945 199,150 SH OTR 02 199,150 0 0
Snowflake Inc. COM 833445109 68,562,597 201,916 SH SOLE 149,586 0 52,330
Snowflake Inc. COM 833445109 15,721,628 46,300 SH OTR 01 46,300 0 0
Snowflake Inc. COM 833445109 38,472,148 113,300 SH OTR 02 113,300 0 0
Space Exploration Technologies COM 84615q103 68,941,662 456,991 SH SOLE 337,793 0 119,198
Space Exploration Technologies COM 84615q103 8,904,512 59,025 SH OTR 01 59,025 0 0
Spotify Technology S.A. COM l8681t102 6,880,343 14,117 SH SOLE 14,022 0 95
Spotify Technology S.A. COM l8681t102 8,480,412 17,400 SH OTR 02 17,400 0 0
Starbucks Corporation COM 855244109 980,191 10,432 SH SOLE 9,127 0 1,305
Symbotic Inc. COM 87151x101 1,857,811 44,160 SH SOLE 44,160 0 0
Taiwan Semiconductor Mfg Ltd COM 874039100 22,420,826 49,148 SH SOLE 35,108 0 14,040
Taiwan Semiconductor Mfg Ltd COM 874039100 4,949,662 10,850 SH OTR 01 10,850 0 0
Taiwan Semiconductor Mfg Ltd COM 874039100 29,880,445 65,500 SH OTR 02 65,500 0 0
Tesla, Inc. COM 88160r101 131,033,107 369,305 SH SOLE 291,455 0 77,850
Tesla, Inc. COM 88160r101 23,623,250 66,580 SH OTR 01 66,580 0 0
Tesla, Inc. COM 88160r101 30,549,141 86,100 SH OTR 02 86,100 0 0
The Home Depot, Inc. COM 437076102 3,125,694 10,987 SH SOLE 10,265 0 722
The Progressive Corporation COM 743315103 3,596,829 17,350 SH SOLE 15,700 0 1,650
The Walt Disney Company COM 254687106 533,731 5,088 SH SOLE 3,765 0 1,323
Toast, Inc. COM 888787108 34,332,886 1,184,301 SH SOLE 895,176 0 289,125
Toast, Inc. COM 888787108 7,028,191 242,435 SH OTR 01 242,435 0 0
Toast, Inc. COM 888787108 14,842,880 512,000 SH OTR 02 512,000 0 0
TransMedics Group, Inc. COM 89377m109 19,025,098 227,982 SH SOLE 150,457 0 77,525
TransMedics Group, Inc. COM 89377m109 3,279,585 39,300 SH OTR 01 39,300 0 0
Uber Technologies, Inc. COM 90353t100 19,894,139 290,383 SH SOLE 202,858 0 87,525
Uber Technologies, Inc. COM 90353t100 5,069,740 74,000 SH OTR 01 74,000 0 0
Unity Software Inc. COM 91332u101 1,334,400 32,602 SH SOLE 32,602 0 0
Veeva Systems Inc. COM 922475108 26,184,614 91,731 SH SOLE 54,316 0 37,415
Veeva Systems Inc. COM 922475108 5,138,100 18,000 SH OTR 01 18,000 0 0
Verizon Communications Inc. COM 92343v104 235,144 5,126 SH SOLE 5,126 0 0
Vertiv Holdings Co. COM 92537n108 38,840,775 160,958 SH SOLE 111,023 0 49,935
Vertiv Holdings Co. COM 92537n108 10,436,658 43,250 SH OTR 01 43,250 0 0
Vertiv Holdings Co. COM 92537n108 16,674,521 69,100 SH OTR 02 69,100 0 0
Visa Inc. COM 92826c839 7,437,412 20,698 SH SOLE 19,388 0 1,310
Visa Inc. COM 92826c839 20,014,681 55,700 SH OTR 02 55,700 0 0
Vulcan Materials Company COM 929160109 1,383,383 5,655 SH SOLE 5,265 0 390
Walmart Inc. COM 931142103 1,247,040 12,000 SH SOLE 10,925 0 1,075
Waste Management, Inc. COM 94106l109 2,638,113 12,937 SH SOLE 12,157 0 780
Xometry, Inc. COM 98423f109 24,370,513 236,952 SH SOLE 159,202 0 77,750
Xometry, Inc. COM 98423f109 6,232,710 60,600 SH OTR 01 60,600 0 0
Schwab Cap Tr COM 808509756 36,707,630 1,989,573 SH SOLE 1,989,573 0 0
Virtus Zevenbergen Technology COM 92837q843 656,024 4,553 SH SOLE 4,553 0 0
iShares MSCI KLD 400 Social COM 464288570 888,044 6,075 SH SOLE 6,075 0 0
Spdr Dow Jones Indl Average Ut COM 78467x109 330,558 650 SH SOLE 650 0 0
State Street Spdr S&P 500 ETF COM 78462f103 2,998,252 3,931 SH SOLE 3,146 0 785