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
Advanced Micro Devices Inc. COM 007903107 222,799,933 364,195 SH DFND 1 334,547 0 29,648
Advanced Micro Devices Inc. COM 007903107 365,826,362 597,990 SH DFND 1,2 597,990 0 0
Advanced Micro Devices Inc. COM 007903107 498,169,627 814,322 SH OTR 1,3 0 814,322 0
Affirm Holdings Inc COM 00827B106 58,341,713 842,723 SH DFND 1 776,008 0 66,715
Affirm Holdings Inc COM 00827B106 93,518,653 1,350,840 SH DFND 1,2 1,350,840 0 0
Affirm Holdings Inc COM 00827B106 196,476,540 2,838,026 SH OTR 1,3 0 2,838,026 0
Alphabet Inc COM 02079K107 522,311,827 1,532,875 SH DFND 1 1,409,091 0 123,784
Alphabet Inc COM 02079K107 844,234,461 2,477,650 SH DFND 1,2 2,477,650 0 0
Alphabet Inc COM 02079K107 1,664,886,988 4,886,092 SH OTR 1,3 0 4,886,092 0
Amazon.com Inc. COM 023135106 155,826,632 625,433 SH DFND 1 577,753 0 47,680
Amazon.com Inc. COM 023135106 241,428,842 969,010 SH DFND 1,2 969,010 0 0
Amazon.com Inc. COM 023135106 659,439,258 2,646,756 SH OTR 1,3 0 2,646,756 0
Amphenol Corp. COM 032095101 104,465,066 1,239,206 SH DFND 1 1,143,800 0 95,406
Amphenol Corp. COM 032095101 143,992,830 1,708,100 SH DFND 1,2 1,708,100 0 0
Amphenol Corp. COM 032095101 368,323,897 4,369,204 SH OTR 1,3 0 4,369,204 0
Analog Devices Inc. COM 032654105 40,969,829 103,274 SH DFND 1 95,292 0 7,982
Analog Devices Inc. COM 032654105 71,102,333 179,230 SH DFND 1,2 179,230 0 0
Analog Devices Inc. COM 032654105 181,919,304 458,570 SH OTR 1,3 0 458,570 0
Apple Inc COM 037833100 228,020,792 684,706 SH DFND 1 632,330 0 52,376
Apple Inc COM 037833100 349,910,441 1,050,719 SH DFND 1,2 1,050,719 0 0
Apple Inc COM 037833100 684,225,223 2,054,607 SH OTR 1,3 0 2,054,607 0
Arista Networks Inc COM 040413205 140,933,346 692,241 SH DFND 1 639,649 0 52,592
Arista Networks Inc COM 040413205 214,528,891 1,053,730 SH DFND 1,2 1,053,730 0 0
Arista Networks Inc COM 040413205 417,059,816 2,048,528 SH OTR 1,3 0 2,048,528 0
ASML Holding NV COM N07059210 167,568,605 92,494 SH DFND 1 84,767 0 7,727
ASML Holding NV COM N07059210 268,761,245 148,350 SH DFND 1,2 148,350 0 0
ASML Holding NV COM N07059210 295,606,571 163,168 SH OTR 1,3 0 163,168 0
Broadcom Inc COM 11135F101 141,061,083 401,666 SH DFND 1 370,183 0 31,483
Broadcom Inc COM 11135F101 237,820,951 677,186 SH DFND 1,2 677,186 0 0
Broadcom Inc COM 11135F101 532,676,915 1,516,777 SH OTR 1,3 0 1,516,777 0
Caterpillar Inc. COM 149123101 41,483,260 51,164 SH DFND 1 46,379 0 4,785
Caterpillar Inc. COM 149123101 79,076,349 97,530 SH DFND 1,2 97,530 0 0
Caterpillar Inc. COM 149123101 156,190,586 192,640 SH OTR 1,3 0 192,640 0
Danaher Corp. COM 235851102 71,845,563 324,286 SH DFND 1 298,253 0 26,033
Danaher Corp. COM 235851102 105,834,435 477,700 SH DFND 1,2 477,700 0 0
Danaher Corp. COM 235851102 177,285,639 800,206 SH OTR 1,3 0 800,206 0
Ecolab, Inc. COM 278865100 58,854,301 214,343 SH DFND 1 197,489 0 16,854
Ecolab, Inc. COM 278865100 91,489,232 333,197 SH DFND 1,2 333,197 0 0
Ecolab, Inc. COM 278865100 180,125,853 656,005 SH OTR 1,3 0 656,005 0
GE Aerospace COM 369604301 85,457,221 273,647 SH DFND 1 251,904 0 21,743
GE Aerospace COM 369604301 138,884,107 444,728 SH DFND 1,2 444,728 0 0
GE Aerospace COM 369604301 217,972,487 697,981 SH OTR 1,3 0 697,981 0
Hilton Worldwide Holdings Inc COM 43300A203 62,059,804 195,083 SH DFND 1 180,210 0 14,873
Hilton Worldwide Holdings Inc COM 43300A203 102,912,456 323,502 SH DFND 1,2 323,502 0 0
Hilton Worldwide Holdings Inc COM 43300A203 280,516,626 881,795 SH OTR 1,3 0 881,795 0
Johnson Controls International plc COM G51502105 74,063,376 498,240 SH DFND 1 458,116 0 40,124
Johnson Controls International plc COM G51502105 120,160,633 808,346 SH DFND 1,2 808,346 0 0
Johnson Controls International plc COM G51502105 224,245,660 1,508,548 SH OTR 1,3 0 1,508,548 0
KKR & Co. Inc COM 48251W104 27,360,419 299,676 SH DFND 1 275,694 0 23,982
KKR & Co. Inc COM 48251W104 47,127,234 516,180 SH DFND 1,2 516,180 0 0
KKR & Co. Inc COM 48251W104 94,183,711 1,031,585 SH OTR 1,3 0 1,031,585 0
Lam Research Corp. COM 512807306 54,583,250 166,154 SH DFND 1 152,014 0 14,140
Lam Research Corp. COM 512807306 83,871,888 255,310 SH DFND 1,2 255,310 0 0
Lam Research Corp. COM 512807306 181,124,646 551,352 SH OTR 1,3 0 551,352 0
Lilly(Eli) & Co COM 532457108 175,552,178 151,720 SH DFND 1 139,592 0 12,128
Lilly(Eli) & Co COM 532457108 293,953,860 254,048 SH DFND 1,2 254,048 0 0
Lilly(Eli) & Co COM 532457108 587,434,474 507,687 SH OTR 1,3 0 507,687 0
Lumentum Holdings Inc COM 55024U109 113,539,323 116,899 SH DFND 1 107,856 0 9,043
Lumentum Holdings Inc COM 55024U109 174,176,056 179,330 SH DFND 1,2 179,330 0 0
Lumentum Holdings Inc COM 55024U109 344,505,922 354,700 SH OTR 1,3 0 354,700 0
Mastercard Incorporated COM 57636Q104 67,849,560 123,034 SH DFND 1 113,491 0 9,543
Mastercard Incorporated COM 57636Q104 101,393,274 183,860 SH DFND 1,2 183,860 0 0
Mastercard Incorporated COM 57636Q104 208,907,313 378,819 SH OTR 1,3 0 378,819 0
Meta Platforms Inc COM 30303M102 183,055,012 252,427 SH DFND 1 232,724 0 19,703
Meta Platforms Inc COM 30303M102 270,880,836 373,536 SH DFND 1,2 373,536 0 0
Meta Platforms Inc COM 30303M102 559,940,485 772,140 SH OTR 1,3 0 772,140 0
Micron Technology Inc. COM 595112103 106,158,449 99,669 SH DFND 1 91,289 0 8,380
Micron Technology Inc. COM 595112103 181,090,002 170,020 SH DFND 1,2 170,020 0 0
Micron Technology Inc. COM 595112103 248,709,576 233,506 SH OTR 1,3 0 233,506 0
Microsoft Corporation COM 594918104 347,899,558 678,299 SH DFND 1 624,928 0 53,371
Microsoft Corporation COM 594918104 548,729,655 1,069,857 SH DFND 1,2 1,069,857 0 0
Microsoft Corporation COM 594918104 820,196,854 1,599,136 SH OTR 1,3 0 1,599,136 0
Nasdaq Inc COM 631103108 75,383,333 819,295 SH DFND 1 755,191 0 64,104
Nasdaq Inc COM 631103108 118,212,608 1,284,780 SH DFND 1,2 1,284,780 0 0
Nasdaq Inc COM 631103108 244,259,959 2,654,711 SH OTR 1,3 0 2,654,711 0
NVIDIA Corp COM 67066G104 749,436,507 3,281,533 SH DFND 1 3,017,487 0 264,046
NVIDIA Corp COM 67066G104 1,187,384,161 5,199,160 SH DFND 1,2 5,199,160 0 0
NVIDIA Corp COM 67066G104 1,725,178,866 7,553,984 SH OTR 1,3 0 7,553,984 0
Oracle Corp. COM 68389X105 33,178,545 241,650 SH DFND 1 221,683 0 19,967
Oracle Corp. COM 68389X105 58,389,571 425,270 SH DFND 1,2 425,270 0 0
Oracle Corp. COM 68389X105 156,624,838 1,140,749 SH OTR 1,3 0 1,140,749 0
Palantir Technologies Inc COM 69608A108 102,430,450 547,610 SH DFND 1 502,040 0 45,570
Palantir Technologies Inc COM 69608A108 150,896,976 806,720 SH DFND 1,2 806,720 0 0
Palantir Technologies Inc COM 69608A108 340,553,143 1,820,653 SH OTR 1,3 0 1,820,653 0
Parker-Hannifin Corp. COM 701094104 49,654,132 51,971 SH DFND 1 47,839 0 4,132
Parker-Hannifin Corp. COM 701094104 79,366,739 83,070 SH DFND 1,2 83,070 0 0
Parker-Hannifin Corp. COM 701094104 164,834,791 172,526 SH OTR 1,3 0 172,526 0
Quanta Services, Inc. COM 74762E102 73,019,977 113,648 SH DFND 1 105,002 0 8,646
Quanta Services, Inc. COM 74762E102 110,074,813 171,320 SH DFND 1,2 171,320 0 0
Quanta Services, Inc. COM 74762E102 229,618,939 357,378 SH OTR 1,3 0 357,378 0
Revolution Medicines Inc COM 76155X100 50,164,518 244,395 SH DFND 1 224,904 0 19,491
Revolution Medicines Inc COM 76155X100 73,010,982 355,700 SH DFND 1,2 355,700 0 0
Revolution Medicines Inc COM 76155X100 137,015,771 667,523 SH OTR 1,3 0 667,523 0
Sandisk Corp COM 80004C200 49,336,321 28,356 SH DFND 1 26,456 0 1,900
Sandisk Corp COM 80004C200 52,892,656 30,400 SH DFND 1,2 30,400 0 0
Sandisk Corp COM 80004C200 135,862,791 78,087 SH OTR 1,3 0 78,087 0
Seagate Technology Holdings Plc COM G7997R103 69,551,815 75,408 SH DFND 1 69,762 0 5,646
Seagate Technology Holdings Plc COM G7997R103 111,501,683 120,890 SH DFND 1,2 120,890 0 0
Seagate Technology Holdings Plc COM G7997R103 306,321,104 332,113 SH OTR 1,3 0 332,113 0
Shopify Inc COM 82509L107 66,626,444 449,268 SH DFND 1 414,635 0 34,633
Shopify Inc COM 82509L107 104,617,345 705,444 SH DFND 1,2 705,444 0 0
Shopify Inc COM 82509L107 199,342,487 1,344,184 SH OTR 1,3 0 1,344,184 0
Space Exploration Technologies Corp. COM 84615Q103 94,013,690 623,185 SH DFND 1 578,151 0 45,034
Space Exploration Technologies Corp. COM 84615Q103 115,981,168 768,800 SH DFND 1,2 768,800 0 0
Space Exploration Technologies Corp. COM 84615Q103 258,142,580 1,711,140 SH OTR 1,3 0 1,711,140 0
Spotify Technology S.A. COM L8681T102 83,911,240 172,168 SH DFND 1 158,858 0 13,310
Spotify Technology S.A. COM L8681T102 130,081,722 266,900 SH DFND 1,2 266,900 0 0
Spotify Technology S.A. COM L8681T102 240,004,432 492,438 SH OTR 1,3 0 492,438 0
Visa Inc COM 92826C839 166,032,380 462,061 SH DFND 1 425,916 0 36,145
Visa Inc COM 92826C839 257,190,448 715,750 SH DFND 1,2 715,750 0 0
Visa Inc COM 92826C839 513,002,146 1,427,663 SH OTR 1,3 0 1,427,663 0
ServiceNow Inc COM 81762P102 2,902,120 21,656 SH DFND 1 21,056 0 600
ServiceNow Inc COM 81762P102 14,652,653 109,340 SH DFND 1,2 109,340 0 0
Western Digital Corp. COM 958102105 2,933,539 6,455 SH DFND 1 6,133 0 322
Western Digital Corp. COM 958102105 12,270,420 27,000 SH DFND 1,2 27,000 0 0
Applied Materials Inc. COM 038222105 1,232,426 2,410 SH DFND 1,2 2,410 0 0
Applied Materials Inc. COM 038222105 662,748 1,296 SH OTR 1,3 0 1,296 0
Datadog Inc COM 23804L103 18,279,488 66,750 SH DFND 1,2 66,750 0 0
Morgan Stanley COM 617446448 591,888 3,147 SH DFND 1 3,147 0 0
Morgan Stanley COM 617446448 2,971,664 15,800 SH DFND 1,2 15,800 0 0
nVent Electric plc COM G6700G107 13,889,646 86,610 SH DFND 1,2 86,610 0 0
Tesla Inc COM 88160R101 780,227 2,199 SH DFND 1 2,199 0 0
Tesla Inc COM 88160R101 11,236,833 31,670 SH DFND 1,2 31,670 0 0
Waters Corp. COM 941848103 18,986,042 43,210 SH DFND 1,2 43,210 0 0
KLA Corp. COM 482480100 278,340,547 1,427,900 SH OTR 1,3 0 1,427,900 0
Texas Instruments Inc. COM 882508104 32,490 116 SH DFND 1 116 0 0
Texas Instruments Inc. COM 882508104 170,630,828 609,200 SH OTR 1,3 0 609,200 0
Howmet Aerospace Inc COM 443201108 1,334,236 5,899 SH DFND 1 5,899 0 0
Howmet Aerospace Inc COM 443201108 500,989 2,215 SH OTR 1,3 0 2,215 0
Snowflake Inc COM 833445109 4,414 13 SH DFND 1 13 0 0
Snowflake Inc COM 833445109 1,907,309 5,617 SH OTR 1,3 0 5,617 0
Compass Inc COM 20464U100 61,579,426 6,934,620 SH DFND 1 6,934,620 0 0
AIRBNB INC COM 009066101 931,127 5,796 SH DFND 1 5,796 0 0
ALPHABET CLASS A COM 02079K305 1,805,044 5,246 SH DFND 1 5,246 0 0
C H ROBINSON WORLDWIDE INC COM 12541W209 624,391 4,220 SH DFND 1 4,220 0 0
CHIPOTLE MEXICAN GRILL INC CL COM 169656105 360,013 11,268 SH DFND 1 11,268 0 0
COSTCO WHOLESALE CORP COM COM 22160K105 202,095 222 SH DFND 1 222 0 0
GE VERNOVA LLC COM COM 36828A101 1,088,311 1,145 SH DFND 1 1,145 0 0
INTUITIVE SURGICAL INC COM NEW COM 46120E602 1,366,277 3,360 SH DFND 1 3,360 0 0
ISHARES TR RSSLL 1000 GRWT ETF-EQUITY 464287614 2,826,116 22,562 SH DFND 1 19,257 0 3,305
MOODYS CORP COM COM 615369105 439,144 967 SH DFND 1 967 0 0
NETFLIX COM INC COM COM 64110L106 561,302 8,067 SH DFND 1 8,067 0 0
O'REILLY AUTOMOTIVE INC NEW CO COM 67103H107 216,002 2,529 SH DFND 1 2,529 0 0
TRANE TECHNOLOGIES PLC SHS COM G8994E103 1,164,300 2,576 SH DFND 1 2,576 0 0
UBER TECHNOLOGIES INC COM COM 90353T100 203,817 2,975 SH DFND 1 2,975 0 0
VANGUARD INDEX TR GROWTH VIPER ETF-EQUITY 922908736 533,001 5,915 SH DFND 1 5,915 0 0
VERTIV HOLDINGS CO COM CL A COM 92537N108 432,428 1,792 SH DFND 1 1,792 0 0