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
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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   27,947,267 51,148 SH   SOLE   25,574 0 25,574
Adobe Inc. COM 00724F101   30,933,165 91,918 SH   SOLE   45,959 0 45,959
Advanced Micro Devices COM 007903107   12,592,842 194,424 SH   SOLE   97,212 0 97,212
Align Technology Inc COM 016255101   12,981,317 61,552 SH   SOLE   30,776 0 30,776
Amazon.com Inc. COM 023135106   47,577,600 566,400 SH   SOLE   283,200 0 283,200
American Tower Corporation COM 03027X100   868,626 4,100 SH   SOLE   2,050 0 2,050
Apple Inc. COM 037833100   46,705,417 359,466 SH   SOLE   179,733 0 179,733
Blackstone Inc. COM 09260D107   19,723,708 265,854 SH   SOLE   132,927 0 132,927
Block, Inc. COM 852234103   13,198,411 210,032 SH   SOLE   105,016 0 105,016
Burlington Stores, Inc. COM 122017106   12,405,262 61,182 SH   SOLE   30,591 0 30,591
Chipotle Mexican Grill COM 169656105   26,403,935 19,030 SH   SOLE   9,515 0 9,515
DexCom, Inc. COM 252131107   33,858,081 298,994 SH   SOLE   149,497 0 149,497
Edwards Lifesciences Corp. COM 28176E108   20,365,098 272,954 SH   SOLE   136,477 0 136,477
Hexagon Aktiebolag COM W40063104   215,969 20,672 SH   SOLE   10,336 0 10,336
Insulet Corp COM 45784P101   26,998,507 91,710 SH   SOLE   45,855 0 45,855
Intuitive Surgical, Inc. COM 46120E602   35,125,972 132,376 SH   SOLE   66,188 0 66,188
Johnson Controls, Inc. COM G51502105   4,671,744 72,996 SH   SOLE   36,498 0 36,498
Lululemon Athletica Inc. COM 550021109   25,169,053 78,560 SH   SOLE   39,280 0 39,280
Marvell Technology Grp COM 573874104   11,577,519 312,568 SH   SOLE   156,284 0 156,284
Mastercard Inc. COM 57636Q104   70,292,924 202,148 SH   SOLE   101,074 0 101,074
MercadoLibre, Inc. COM 58733R102   17,693,186 20,908 SH   SOLE   10,454 0 10,454
Microsoft Corporation COM 594918104   71,544,062 298,324 SH   SOLE   149,162 0 149,162
NVIDIA Corp COM 67066G104   47,701,557 326,410 SH   SOLE   163,205 0 163,205
Netflix Inc COM 64110L106   18,455,949 62,588 SH   SOLE   31,294 0 31,294
Palo Alto Networks, Inc. COM 697435105   4,155,222 29,778 SH   SOLE   14,889 0 14,889
PayPal Holdings, Inc. COM 70450Y103   11,877,217 166,768 SH   SOLE   83,384 0 83,384
Procter & Gamble Co. COM 742718109   454,680 3,000 SH   SOLE   1,500 0 1,500
Qualcomm Inc. COM 747525103   23,526,061 213,990 SH   SOLE   106,995 0 106,995
Salesforce, Inc COM 79466L302   29,623,258 223,420 SH   SOLE   111,710 0 111,710
ServiceNow, Inc. COM 81762P102   54,552,712 140,502 SH   SOLE   70,251 0 70,251
Tractor Supply Co. COM 892356106   29,246,100 130,000 SH   SOLE   65,000 0 65,000
VISA Inc. COM 92826C839   45,073,948 216,952 SH   SOLE   108,476 0 108,476
Veeva Systems Inc. COM 922475108   28,993,208 179,658 SH   SOLE   89,829 0 89,829
iShares Russell 1000 Grth ETF COM 464287614   8,931,237 41,688 SH   SOLE   20,844 0 20,844