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
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
ASML Hldg NV NY Reg Shs COM N07059210 14,453 21,639 SH   SOLE   20,086 0 1,553
Adobe Inc. COM 00724F101 24,974 54,814 SH   SOLE   50,082 0 4,732
Advanced Micro Devices COM 007903107 13,280 121,453 SH   SOLE   112,619 0 8,834
Adyen N.V. COM N3501V104 215 104 SH   SOLE   104 0 0
Align Technology Inc COM 016255101 16,306 37,398 SH   SOLE   34,602 0 2,796
Alphabet Inc. Class C COM 02079K107 223 80 SH   SOLE   80 0 0
Amazon.com Inc. COM 023135106 55,794 17,115 SH   SOLE   15,846 0 1,269
American Tower Corporation COM 03027X100 515 2,050 SH   SOLE   1,250 0 800
Apple Inc. COM 037833100 36,614 209,689 SH   SOLE   195,140 0 14,549
Burlington Stores, Inc. COM 122017106 6,694 36,745 SH   SOLE   34,381 0 2,364
Chipotle Mexican Grill COM 169656105 17,809 11,257 SH   SOLE   10,443 0 814
DexCom, Inc. COM 252131107 22,790 44,546 SH   SOLE   41,398 0 3,148
EQT AB COM W3R27C102 216 5,451 SH   SOLE   5,451 0 0
Edwards Lifesciences Corp. COM 28176E108 19,006 161,449 SH   SOLE   149,816 0 11,633
Hexagon Aktiebolag COM W40063104 146 10,336 SH   SOLE   10,336 0 0
Insulet Corp COM 45784P101 14,471 54,324 SH   SOLE   50,771 0 3,553
Intuitive Surgical, Inc. COM 46120E602 23,571 78,132 SH   SOLE   73,174 0 4,958
Johnson Controls, Inc. COM G51502105 2,393 36,498 SH   SOLE   36,498 0 0
Lululemon Athletica Inc. COM 550021109 16,914 46,310 SH   SOLE   42,849 0 3,461
Marvell Technology Grp COM 573874104 6,615 92,249 SH   SOLE   85,237 0 7,012
Mastercard Inc. COM 57636Q104 43,308 121,182 SH   SOLE   112,120 0 9,062
MercadoLibre, Inc. COM 58733R102 14,896 12,523 SH   SOLE   11,587 0 936
Meta Platforms, Inc. COM 30303M102 28,094 126,344 SH   SOLE   117,327 0 9,017
Microsoft Corporation COM 594918104 55,265 179,253 SH   SOLE   166,898 0 12,355
NVIDIA Corp COM 67066G104 52,424 192,127 SH   SOLE   179,113 0 13,014
Netflix Inc COM 64110L106 15,045 40,165 SH   SOLE   37,303 0 2,862
PayPal Holdings, Inc. COM 70450Y103 19,430 168,010 SH   SOLE   156,974 0 11,036
Procter & Gamble Co. COM 742718109 229 1,500 SH   SOLE   1,500 0 0
Qualcomm Inc. COM 747525103 20,651 135,136 SH   SOLE   125,357 0 9,779
Salesforce.com Inc COM 79466L302 28,493 134,197 SH   SOLE   122,757 0 11,440
ServiceNow, Inc. COM 81762P102 46,924 84,260 SH   SOLE   78,466 0 5,794
Shopify Inc. COM 82509L107 3,317 4,907 SH   SOLE   4,578 0 329
Square, Inc. Class A COM 852234103 17,148 126,457 SH   SOLE   117,002 0 9,455
Starbucks Corporation COM 855244109 214 2,350 SH   SOLE   2,350 0 0
Tractor Supply Co. COM 892356106 17,839 76,439 SH   SOLE   71,549 0 4,890
Twilio Inc COM 90138F102 9,265 56,217 SH   SOLE   52,347 0 3,870
Unity Software, Inc. COM 91332U101 4,757 47,953 SH   SOLE   44,660 0 3,293
VISA Inc. COM 92826C839 28,575 128,849 SH   SOLE   118,204 0 10,645
Veeva Systems Inc. COM 922475108 23,054 108,508 SH   SOLE   101,496 0 7,012