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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Abbott Laboratories COM 002824100   2,320,927 21,289 SH   SOLE   19,799 0 1,490
AbbVie Inc. COM 00287y109   259,086 1,923 SH   SOLE   1,923 0 0
Adobe Inc. COM 00724f101   31,784,350 65,000 SH   OTR 2 65,000 0 0
Advanced Micro Devices, Inc. COM 007903107   68,400,335 600,477 SH   SOLE   297,657 0 302,820
Advanced Micro Devices, Inc. COM 007903107   14,922,210 131,000 SH   OTR 1 131,000 0 0
Advanced Micro Devices, Inc. COM 007903107   37,020,750 325,000 SH   OTR 2 325,000 0 0
Airbnb, Inc. COM 009066101   67,179,165 524,182 SH   SOLE   218,619 0 305,563
Airbnb, Inc. COM 009066101   14,571,792 113,700 SH   OTR 1 113,700 0 0
Airbnb, Inc. COM 009066101   2,563,200 20,000 SH   OTR 2 20,000 0 0
Alphabet Inc. Class A COM 02079k305   532,067 4,445 SH   SOLE   4,445 0 0
Alphabet Inc. Class C COM 02079k107   430,048 3,555 SH   SOLE   3,555 0 0
Alphabet Inc. Class C COM 02079k107   102,824,500 850,000 SH   OTR 2 850,000 0 0
Amazon.com, Inc. COM 023135106   142,706,396 1,094,710 SH   SOLE   559,415 0 535,295
Amazon.com, Inc. COM 023135106   26,958,448 206,800 SH   OTR 1 206,800 0 0
Amazon.com, Inc. COM 023135106   108,198,800 830,000 SH   OTR 2 830,000 0 0
American Express Company COM 025816109   296,140 1,700 SH   SOLE   1,700 0 0
Amgen Inc. COM 031162100   1,799,250 8,104 SH   SOLE   7,671 0 433
Amphenol Corporation COM 032095101   1,399,551 16,475 SH   SOLE   14,940 0 1,535
Amphenol Corporation COM 032095101   12,742,500 150,000 SH   OTR 2 150,000 0 0
Apple Inc. COM 037833100   9,928,354 51,185 SH   SOLE   49,258 0 1,927
Apple Inc. COM 037833100   100,864,400 520,000 SH   OTR 2 520,000 0 0
Applied Materials, Inc. COM 038222105   9,684,180 67,000 SH   OTR 2 67,000 0 0
Arista Networks, Inc. COM 040413106   7,989,558 49,300 SH   OTR 2 49,300 0 0
ASML Holding N.V. COM n07059210   34,769,881 47,975 SH   SOLE   27,360 0 20,615
ASML Holding N.V. COM n07059210   7,972,250 11,000 SH   OTR 1 11,000 0 0
ASML Holding N.V. COM n07059210   13,770,250 19,000 SH   OTR 2 19,000 0 0
Aspen Aerogels, Inc. COM 04523y105   2,174,184 275,562 SH   SOLE   158,827 0 116,735
Axon Enterprise, Inc. COM 05464c101   75,465,782 386,766 SH   SOLE   189,761 0 197,005
Axon Enterprise, Inc. COM 05464c101   15,941,304 81,700 SH   OTR 1 81,700 0 0
Axon Enterprise, Inc. COM 05464c101   9,756,000 50,000 SH   OTR 2 50,000 0 0
Becton, Dickinson and Company COM 075887109   1,590,660 6,025 SH   SOLE   5,505 0 520
Bill Holdings, Inc. COM 090043100   70,367,421 602,203 SH   SOLE   276,858 0 325,345
Bill Holdings, Inc. COM 090043100   16,534,275 141,500 SH   OTR 1 141,500 0 0
Bill Holdings, Inc. COM 090043100   1,752,750 15,000 SH   OTR 2 15,000 0 0
BlackRock, Inc. COM 09247x101   3,484,037 5,041 SH   SOLE   4,753 0 288
Blackstone Inc. COM 09260d107   1,467,067 15,780 SH   SOLE   14,600 0 1,180
Block, Inc. COM 852234103   37,412,007 561,995 SH   SOLE   268,595 0 293,400
Block, Inc. COM 852234103   7,762,062 116,600 SH   OTR 1 116,600 0 0
Block, Inc. COM 852234103   665,700 10,000 SH   OTR 2 10,000 0 0
Booking Holdings Inc. COM 09857l108   4,852,493 1,797 SH   SOLE   1,782 0 15
Booking Holdings Inc. COM 09857l108   8,100,990 3,000 SH   OTR 2 3,000 0 0
Broadridge Financial Solutions COM 11133t103   3,229,785 19,500 SH   OTR 2 19,500 0 0
Bumble Inc. COM 12047b105   2,830,534 168,685 SH   SOLE   97,265 0 71,420
Cadence Design Systems, Inc. COM 127387108   24,290,409 103,575 SH   SOLE   49,625 0 53,950
Cadence Design Systems, Inc. COM 127387108   6,378,944 27,200 SH   OTR 1 27,200 0 0
Cadence Design Systems, Inc. COM 127387108   11,726,000 50,000 SH   OTR 2 50,000 0 0
CDW Corporation COM 12514g108   1,508,370 8,220 SH   SOLE   7,475 0 745
CDW Corporation COM 12514g108   7,340,000 40,000 SH   OTR 2 40,000 0 0
Cintas Corporation COM 172908105   2,545,050 5,120 SH   SOLE   4,780 0 340
Cisco Systems, Inc. COM 17275r102   2,117,977 40,935 SH   SOLE   38,735 0 2,200
Cisco Systems, Inc. COM 17275r102   7,243,600 140,000 SH   OTR 2 140,000 0 0
Constellation Brands, Inc. COM 21036p108   1,772,136 7,200 SH   SOLE   6,540 0 660
Costco Wholesale Corporation COM 22160k105   4,611,262 8,565 SH   SOLE   8,265 0 300
CrowdStrike Holdings, Inc. COM 22788c105   23,795,143 162,015 SH   SOLE   55,115 0 106,900
CrowdStrike Holdings, Inc. COM 22788c105   6,300,723 42,900 SH   OTR 1 42,900 0 0
CrowdStrike Holdings, Inc. COM 22788c105   12,483,950 85,000 SH   OTR 2 85,000 0 0
Cytek Biosciences, Inc. COM 23285d109   344,162 40,300 SH   SOLE   40,300 0 0
Datadog, Inc. COM 23804l103   10,973,797 111,545 SH   SOLE   63,615 0 47,930
Datadog, Inc. COM 23804l103   3,443,300 35,000 SH   OTR 2 35,000 0 0
DigitalBridge Group, Inc. COM 25401t603   3,133,230 213,000 SH   OTR 2 213,000 0 0
DoubleVerify Holdings, Inc. COM 25862v105   57,684,344 1,482,126 SH   SOLE   717,351 0 764,775
DoubleVerify Holdings, Inc. COM 25862v105   13,660,920 351,000 SH   OTR 1 351,000 0 0
DoubleVerify Holdings, Inc. COM 25862v105   9,730,000 250,000 SH   OTR 2 250,000 0 0
e.l.f. Beauty, Inc. COM 26856l103   547,162 4,790 SH   SOLE   4,790 0 0
Ecolab Inc. COM 278865100   1,092,137 5,850 SH   SOLE   5,065 0 785
Enphase Energy, Inc. COM 29355a107   42,854,447 255,878 SH   SOLE   118,298 0 137,580
Enphase Energy, Inc. COM 29355a107   11,413,762 68,150 SH   OTR 1 68,150 0 0
Enphase Energy, Inc. COM 29355a107   12,561,000 75,000 SH   OTR 2 75,000 0 0
Evolent Health, Inc. COM 30050b101   428,745 14,150 SH   SOLE   14,150 0 0
Exact Sciences Corporation COM 30063p105   84,793,578 903,020 SH   SOLE   425,220 0 477,800
Exact Sciences Corporation COM 30063p105   22,385,760 238,400 SH   OTR 1 238,400 0 0
First Solar, Inc. COM 336433107   28,699,598 150,979 SH   SOLE   82,654 0 68,325
First Solar, Inc. COM 336433107   6,653,150 35,000 SH   OTR 1 35,000 0 0
First Solar, Inc. COM 336433107   10,454,950 55,000 SH   OTR 2 55,000 0 0
Fortinet, Inc. COM 34959e109   18,897,500 250,000 SH   OTR 2 250,000 0 0
Global-E Online Ltd. COM m5216v106   48,547,839 1,185,829 SH   SOLE   604,430 0 581,399
Global-E Online Ltd. COM m5216v106   9,821,506 239,900 SH   OTR 1 239,900 0 0
Global-E Online Ltd. COM m5216v106   10,235,000 250,000 SH   OTR 2 250,000 0 0
HubSpot, Inc. COM 443573100   974,789 1,832 SH   SOLE   1,792 0 40
HubSpot, Inc. COM 443573100   3,724,630 7,000 SH   OTR 2 7,000 0 0
Impinj, Inc. COM 453204109   484,558 5,405 SH   SOLE   5,405 0 0
Impinj, Inc. COM 453204109   2,689,500 30,000 SH   OTR 2 30,000 0 0
Intuit Inc. COM 461202103   2,937,456 6,411 SH   SOLE   6,031 0 380
Intuit Inc. COM 461202103   8,247,420 18,000 SH   OTR 2 18,000 0 0
Johnson & Johnson COM 478160104   2,333,666 14,099 SH   SOLE   13,175 0 924
JPMorgan Chase & Co. COM 46625h100   4,210,924 28,953 SH   SOLE   27,173 0 1,780
KLA Corporation COM 482480100   9,700,400 20,000 SH   OTR 2 20,000 0 0
Livent Corporation COM 53814l108   458,081 16,700 SH   SOLE   16,700 0 0
Mastercard Incorporated COM 57636q104   11,799,000 30,000 SH   OTR 2 30,000 0 0
MercadoLibre, Inc. COM 58733r102   130,025,250 109,763 SH   SOLE   54,602 0 55,161
MercadoLibre, Inc. COM 58733r102   29,164,852 24,620 SH   OTR 1 24,620 0 0
MercadoLibre, Inc. COM 58733r102   20,138,200 17,000 SH   OTR 2 17,000 0 0
Meta Platforms, Inc. COM 30303m102   28,435,413 99,085 SH   SOLE   47,155 0 51,930
Meta Platforms, Inc. COM 30303m102   7,834,554 27,300 SH   OTR 1 27,300 0 0
Meta Platforms, Inc. COM 30303m102   57,396,000 200,000 SH   OTR 2 200,000 0 0
Micron Technology, Inc. COM 595112103   15,777,500 250,000 SH   OTR 2 250,000 0 0
Microsoft Corporation COM 594918104   9,634,390 28,292 SH   SOLE   27,068 0 1,224
Microsoft Corporation COM 594918104   110,675,500 325,000 SH   OTR 2 325,000 0 0
MongoDB, Inc. COM 60937p106   18,822,520 45,798 SH   SOLE   26,278 0 19,520
MongoDB, Inc. COM 60937p106   26,714,350 65,000 SH   OTR 2 65,000 0 0
Monolithic Power Systems, Inc. COM 609839105   7,351,450 13,608 SH   SOLE   12,643 0 965
Monolithic Power Systems, Inc. COM 609839105   20,582,763 38,100 SH   OTR 2 38,100 0 0
Natera, Inc. COM 632307104   15,773,480 324,157 SH   SOLE   145,157 0 179,000
Natera, Inc. COM 632307104   4,060,677 83,450 SH   OTR 1 83,450 0 0
Netflix, Inc. COM 64110l106   67,024,958 152,160 SH   SOLE   81,150 0 71,010
Netflix, Inc. COM 64110l106   12,738,971 28,920 SH   OTR 1 28,920 0 0
NIKE, Inc. COM 654106103   1,353,136 12,260 SH   SOLE   11,450 0 810
NVIDIA Corporation COM 67066g104   166,996,874 394,773 SH   SOLE   203,153 0 191,620
NVIDIA Corporation COM 67066g104   32,898,265 77,770 SH   OTR 1 77,770 0 0
NVIDIA Corporation COM 67066g104   90,949,300 215,000 SH   OTR 2 215,000 0 0
NXP Semiconductors N.V. COM n6596x109   18,625,880 91,000 SH   OTR 2 91,000 0 0
On Holding AG COM h5919c104   20,494,353 621,041 SH   SOLE   234,261 0 386,780
On Holding AG COM h5919c104   7,197,300 218,100 SH   OTR 1 218,100 0 0
ON Semiconductor Corporation COM 682189105   6,069,672 64,175 SH   SOLE   37,365 0 26,810
ON Semiconductor Corporation COM 682189105   35,467,500 375,000 SH   OTR 2 375,000 0 0
Oracle Corporation COM 68389x105   869,357 7,300 SH   SOLE   6,525 0 775
Oracle Corporation COM 68389x105   23,818,000 200,000 SH   OTR 2 200,000 0 0
PACCAR Inc COM 693718108   1,976,231 23,625 SH   SOLE   22,088 0 1,537
Palo Alto Networks, Inc. COM 697435105   43,860,591 171,659 SH   SOLE   94,884 0 76,775
Palo Alto Networks, Inc. COM 697435105   11,242,440 44,000 SH   OTR 1 44,000 0 0
Palo Alto Networks, Inc. COM 697435105   43,436,700 170,000 SH   OTR 2 170,000 0 0
Paychex, Inc. COM 704326107   2,717,882 24,295 SH   SOLE   23,370 0 925
Paycom Software, Inc. COM 70432v102   1,606,200 5,000 SH   OTR 2 5,000 0 0
Paylocity Holding Corporation COM 70438v106   31,936,423 173,069 SH   SOLE   84,894 0 88,175
Paylocity Holding Corporation COM 70438v106   7,879,431 42,700 SH   OTR 1 42,700 0 0
Paylocity Holding Corporation COM 70438v106   922,650 5,000 SH   OTR 2 5,000 0 0
QUALCOMM Incorporated COM 747525103   2,992,904 25,142 SH   SOLE   24,417 0 725
Repligen Corporation COM 759916109   11,928,332 84,323 SH   SOLE   38,723 0 45,600
Repligen Corporation COM 759916109   3,649,668 25,800 SH   OTR 1 25,800 0 0
Rivian Automotive, Inc. COM 76954a103   1,351,493 81,122 SH   SOLE   50,422 0 30,700
Seagen Inc. COM 81181c104   35,046,004 182,095 SH   SOLE   77,080 0 105,015
Seagen Inc. COM 81181c104   10,022,355 52,075 SH   OTR 1 52,075 0 0
ServiceNow, Inc. COM 81762p102   56,605,552 100,727 SH   SOLE   53,952 0 46,775
ServiceNow, Inc. COM 81762p102   13,374,886 23,800 SH   OTR 1 23,800 0 0
ServiceNow, Inc. COM 81762p102   29,222,440 52,000 SH   OTR 2 52,000 0 0
Shoals Technologies Group, Inc COM 82489w107   19,840,797 776,244 SH   SOLE   434,494 0 341,750
Shoals Technologies Group, Inc COM 82489w107   3,635,910 142,250 SH   OTR 1 142,250 0 0
Shoals Technologies Group, Inc COM 82489w107   3,834,000 150,000 SH   OTR 2 150,000 0 0
Shopify Inc. COM 82509l107   126,451,981 1,957,461 SH   SOLE   959,421 0 998,040
Shopify Inc. COM 82509l107   28,262,500 437,500 SH   OTR 1 437,500 0 0
Shopify Inc. COM 82509l107   29,070,000 450,000 SH   OTR 2 450,000 0 0
Snowflake Inc. COM 833445109   85,036,704 483,218 SH   SOLE   242,358 0 240,860
Snowflake Inc. COM 833445109   17,624,397 100,150 SH   OTR 1 100,150 0 0
Snowflake Inc. COM 833445109   19,357,800 110,000 SH   OTR 2 110,000 0 0
Sprout Social, Inc. COM 85209w109   13,165,201 285,208 SH   SOLE   100,487 0 184,721
Sprout Social, Inc. COM 85209w109   3,433,288 74,378 SH   OTR 1 74,378 0 0
Starbucks Corporation COM 855244109   1,863,021 18,807 SH   SOLE   17,137 0 1,670
Tesla, Inc. COM 88160r101   230,648,950 881,113 SH   SOLE   463,326 0 417,787
Tesla, Inc. COM 88160r101   43,447,276 165,975 SH   OTR 1 165,975 0 0
Tesla, Inc. COM 88160r101   65,442,500 250,000 SH   OTR 2 250,000 0 0
The Estee Lauder Companies Inc COM 518439104   2,226,556 11,338 SH   SOLE   10,768 0 570
The Home Depot, Inc. COM 437076102   3,646,603 11,739 SH   SOLE   11,182 0 557
The Progressive Corporation COM 743315103   2,680,493 20,250 SH   SOLE   18,825 0 1,425
The Trade Desk, Inc. COM 88339j105   156,752,121 2,029,942 SH   SOLE   986,357 0 1,043,585
The Trade Desk, Inc. COM 88339j105   33,073,326 428,300 SH   OTR 1 428,300 0 0
The Trade Desk, Inc. COM 88339j105   32,818,500 425,000 SH   OTR 2 425,000 0 0
The Walt Disney Company COM 254687106   1,024,042 11,470 SH   SOLE   10,137 0 1,333
Toast, Inc. COM 888787108   282,689 12,525 SH   SOLE   12,525 0 0
Tractor Supply Company COM 892356106   861,185 3,895 SH   SOLE   3,645 0 250
Tyson Foods, Inc. COM 902494103   489,831 9,597 SH   SOLE   9,222 0 375
Uber Technologies, Inc. COM 90353t100   91,314,306 2,115,226 SH   SOLE   1,008,781 0 1,106,445
Uber Technologies, Inc. COM 90353t100   19,426,500 450,000 SH   OTR 1 450,000 0 0
Uber Technologies, Inc. COM 90353t100   23,743,500 550,000 SH   OTR 2 550,000 0 0
Veeva Systems Inc. COM 922475108   41,581,828 210,296 SH   SOLE   105,681 0 104,615
Veeva Systems Inc. COM 922475108   11,072,880 56,000 SH   OTR 1 56,000 0 0
Visa Inc. COM 92826c839   4,161,362 17,523 SH   SOLE   16,448 0 1,075
Visa Inc. COM 92826c839   17,811,000 75,000 SH   OTR 2 75,000 0 0
Wingstop Inc. COM 974155103   31,079,244 155,272 SH   SOLE   82,767 0 72,505
Wingstop Inc. COM 974155103   7,458,962 37,265 SH   OTR 1 37,265 0 0
Xometry, Inc. COM 98423f109   3,075,760 145,220 SH   SOLE   94,850 0 50,370
Zillow Group, Inc. Class C COM 98954m200   53,906,363 1,072,550 SH   SOLE   502,255 0 570,295
Zillow Group, Inc. Class C COM 98954m200   11,077,304 220,400 SH   OTR 1 220,400 0 0
Zoetis Inc. COM 98978v103   2,751,055 15,975 SH   SOLE   15,055 0 920
Zscaler, Inc. COM 98980g102   7,315,000 50,000 SH   OTR 2 50,000 0 0
iShares MSCI KLD 400 Social COM 464288570   591,126 7,023 SH   SOLE   7,023 0 0
Spdr Dow Jones Industrial Avrg COM 78467x109   223,503 650 SH   SOLE   650 0 0
SPDR S&P 500 ETF Trust COM 78462f103   2,790,547 6,295 SH   SOLE   5,105 0 1,190