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
ASML Hldg NV NY Reg Shs COM N07059210   8,675,975 12,518 SH   SOLE   10,910 0 1,608
Adobe Inc. COM 00724F101   12,831,686 28,856 SH   SOLE   24,987 0 3,869
Advanced Micro Devices COM 007903107   9,603,167 79,503 SH   SOLE   69,951 0 9,552
Amazon.com Inc. COM 023135106   47,340,852 215,784 SH   SOLE   189,257 0 26,527
Apple Inc. COM 037833100   25,642,758 102,399 SH   SOLE   90,430 0 11,969
Arista Networks COM 040413205   8,335,178 75,411 SH   SOLE   66,419 0 8,992
Blackstone Inc. COM 09260D107   15,573,664 90,324 SH   SOLE   79,999 0 10,325
Cadence Design Systems, Inc. COM 127387108   8,324,845 27,707 SH   SOLE   24,661 0 3,046
Chipotle Mexican Grill COM 169656105   18,057,498 299,461 SH   SOLE   262,520 0 36,941
CrowdStrike Holdings, Inc. COM 22788C105   6,532,519 19,092 SH   SOLE   15,716 0 3,376
DexCom, Inc. COM 252131107   8,494,195 109,222 SH   SOLE   96,374 0 12,848
E.L.F. Beauty, Inc. COM 26856L103   6,016,607 47,922 SH   SOLE   42,513 0 5,409
Eli Lilly & Co. COM 532457108   386,000 500 SH   SOLE   500 0 0
Insulet Corp COM 45784P101   7,580,167 29,035 SH   SOLE   25,965 0 3,070
Intuit Inc. COM 461202103   9,682,671 15,406 SH   SOLE   13,574 0 1,832
Intuitive Surgical, Inc. COM 46120E602   21,529,806 41,248 SH   SOLE   36,887 0 4,361
Johnson Controls, Inc. COM G51502105   2,880,787 36,498 SH   SOLE   36,498 0 0
Marvell Technology Grp COM 573874104   11,447,259 103,642 SH   SOLE   91,120 0 12,522
Mastercard Inc. COM 57636Q104   32,700,524 62,101 SH   SOLE   54,316 0 7,785
MercadoLibre, Inc. COM 58733R102   11,693,926 6,877 SH   SOLE   6,061 0 816
Meta Platforms, Inc. COM 30303M102   24,166,340 41,274 SH   SOLE   36,988 0 4,286
Microsoft Corporation COM 594918104   35,462,059 84,133 SH   SOLE   74,329 0 9,804
NVIDIA Corp COM 67066G104   44,822,510 333,774 SH   SOLE   293,945 0 39,829
Netflix Inc COM 64110L106   19,532,386 21,914 SH   SOLE   19,309 0 2,605
Palantir Technologies Inc. COM 69608A108   6,621,331 87,549 SH   SOLE   71,226 0 16,323
Palo Alto Networks, Inc. COM 697435105   12,504,109 68,719 SH   SOLE   60,409 0 8,310
Procter & Gamble Co. COM 742718109   251,475 1,500 SH   SOLE   1,500 0 0
Salesforce, Inc COM 79466L302   23,747,126 71,029 SH   SOLE   61,262 0 9,767
ServiceNow, Inc. COM 81762P102   46,222,292 43,601 SH   SOLE   38,626 0 4,975
Trade Desk, Inc. COM 88339J105   12,680,782 107,894 SH   SOLE   96,941 0 10,953
Uber Technologies Inc. COM 90353T100   9,431,153 156,352 SH   SOLE   139,843 0 16,509
VISA Inc. COM 92826C839   21,799,491 68,977 SH   SOLE   60,298 0 8,679
Veeva Systems Inc. COM 922475108   11,669,716 55,504 SH   SOLE   49,504 0 6,000
Schwab Value Advantage Money I COM 808515605   551,558 551,558 SH   SOLE   551,558 0 0