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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Abbott Laboratories COM 002824100 2,233 23,074 SH   SOLE   22,634 0 440
AbbVie Inc. COM 00287y109 258 1,923 SH   SOLE   1,923 0 0
Advanced Micro Devices, Inc. COM 007903107 3,802 60,000 SH   OTR 2 60,000 0 0
Airbnb, Inc. COM 009066101 66,944 637,320 SH   SOLE   452,940 0 184,380
Airbnb, Inc. COM 009066101 15,231 145,000 SH   OTR 1 145,000 0 0
Airbnb, Inc. COM 009066101 7,038 67,000 SH   OTR 2 67,000 0 0
Alphabet Inc. Class A COM 02079k305 436 4,560 SH   SOLE   4,560 0 0
Alphabet Inc. Class C COM 02079k107 325 3,380 SH   SOLE   3,380 0 0
Alphabet Inc. Class C COM 02079k107 89,900 935,000 SH   OTR 2 935,000 0 0
Amazon.com, Inc. COM 023135106 127,123 1,124,985 SH   SOLE   844,320 0 280,665
Amazon.com, Inc. COM 023135106 24,453 216,400 SH   OTR 1 216,400 0 0
Amazon.com, Inc. COM 023135106 93,790 830,000 SH   OTR 2 830,000 0 0
American Express Company COM 025816109 229 1,700 SH   SOLE   1,700 0 0
Amgen Inc. COM 031162100 1,738 7,709 SH   SOLE   7,539 0 170
Amphenol Corporation COM 032095101 1,086 16,215 SH   SOLE   15,880 0 335
Amphenol Corporation COM 032095101 16,137 241,000 SH   OTR 2 241,000 0 0
Apple Inc. COM 037833100 7,481 54,130 SH   SOLE   53,720 0 410
Apple Inc. COM 037833100 89,830 650,000 SH   OTR 2 650,000 0 0
Applied Materials, Inc. COM 038222105 5,735 70,000 SH   OTR 2 70,000 0 0
Arista Networks, Inc. COM 040413106 4,516 40,000 SH   OTR 2 40,000 0 0
ASML Holding N.V. COM n07059210 2,907 7,000 SH   OTR 2 7,000 0 0
Aspen Aerogels, Inc. COM 04523y105 2,092 226,862 SH   SOLE   225,937 0 925
Aspen Technology, Inc. COM 29109x106 28,584 120,000 SH   OTR 2 120,000 0 0
Automatic Data Processing, Inc COM 053015103 5,655 25,000 SH   OTR 2 25,000 0 0
Axon Enterprise, Inc. COM 05464c101 50,875 439,529 SH   SOLE   328,299 0 111,230
Axon Enterprise, Inc. COM 05464c101 10,446 90,250 SH   OTR 1 90,250 0 0
Axon Enterprise, Inc. COM 05464c101 7,987 69,000 SH   OTR 2 69,000 0 0
Becton, Dickinson and Company COM 075887109 1,179 5,290 SH   SOLE   5,145 0 145
Bill.com Holdings, Inc. COM 090043100 71,593 540,858 SH   SOLE   406,858 0 134,000
Bill.com Holdings, Inc. COM 090043100 14,902 112,575 SH   OTR 1 112,575 0 0
Bill.com Holdings, Inc. COM 090043100 11,384 86,000 SH   OTR 2 86,000 0 0
BlackRock, Inc. COM 09247x101 2,527 4,593 SH   SOLE   4,518 0 75
Blackstone Inc. COM 09260d107 2,731 32,625 SH   SOLE   32,345 0 280
Block, Inc. COM 852234103 29,051 528,305 SH   SOLE   386,115 0 142,190
Block, Inc. COM 852234103 5,224 95,000 SH   OTR 1 95,000 0 0
Block, Inc. COM 852234103 8,249 150,000 SH   OTR 2 150,000 0 0
Booking Holdings Inc. COM 09857l108 2,161 1,315 SH   SOLE   1,315 0 0
Booking Holdings Inc. COM 09857l108 5,751 3,500 SH   OTR 2 3,500 0 0
Bumble Inc. COM 12047b105 5,808 270,250 SH   SOLE   268,980 0 1,270
Bumble Inc. COM 12047b105 4,595 213,800 SH   OTR 2 213,800 0 0
Cadence Design Systems, Inc. COM 127387108 3,269 20,000 SH   OTR 2 20,000 0 0
CDW Corporation COM 12514g108 1,349 8,645 SH   SOLE   8,500 0 145
CDW Corporation COM 12514g108 13,267 85,000 SH   OTR 2 85,000 0 0
Celsius Holdings, Inc. COM 15118v207 6,801 75,000 SH   SOLE   60,525 0 14,475
Celsius Holdings, Inc. COM 15118v207 1,106 12,200 SH   OTR 1 12,200 0 0
Cintas Corporation COM 172908105 2,081 5,360 SH   SOLE   5,265 0 95
Cloudflare, Inc. COM 18915m107 6,208 112,245 SH   SOLE   89,125 0 23,120
Cloudflare, Inc. COM 18915m107 996 18,000 SH   OTR 1 18,000 0 0
Coinbase Global, Inc. COM 19260q107 12,422 192,616 SH   SOLE   132,586 0 60,030
Coinbase Global, Inc. COM 19260q107 967 15,000 SH   OTR 1 15,000 0 0
Comcast Corporation Class A COM 20030n101 1,208 41,191 SH   SOLE   39,816 0 1,375
Constellation Brands, Inc. COM 21036p108 1,639 7,135 SH   SOLE   6,925 0 210
Costco Wholesale Corporation COM 22160k105 5,311 11,246 SH   SOLE   11,146 0 100
CrowdStrike Holdings, Inc. COM 22788c105 43,859 266,121 SH   SOLE   196,496 0 69,625
CrowdStrike Holdings, Inc. COM 22788c105 9,559 58,000 SH   OTR 1 58,000 0 0
CrowdStrike Holdings, Inc. COM 22788c105 36,819 223,400 SH   OTR 2 223,400 0 0
Datadog, Inc. COM 23804l103 9,753 109,855 SH   SOLE   109,345 0 510
DoubleVerify Holdings, Inc. COM 25862v105 42,471 1,552,861 SH   SOLE   1,090,711 0 462,150
DoubleVerify Holdings, Inc. COM 25862v105 9,481 346,650 SH   OTR 1 346,650 0 0
DoubleVerify Holdings, Inc. COM 25862v105 7,330 268,000 SH   OTR 2 268,000 0 0
Ecolab Inc. COM 278865100 826 5,720 SH   SOLE   5,435 0 285
Enphase Energy, Inc. COM 29355a107 65,691 236,750 SH   SOLE   162,925 0 73,825
Enphase Energy, Inc. COM 29355a107 15,261 55,000 SH   OTR 1 55,000 0 0
Enphase Energy, Inc. COM 29355a107 16,648 60,000 SH   OTR 2 60,000 0 0
Exact Sciences Corporation COM 30063p105 39,191 1,206,248 SH   SOLE   839,623 0 366,625
Exact Sciences Corporation COM 30063p105 9,097 280,000 SH   OTR 1 280,000 0 0
Fidelity National Information COM 31620m106 5,668 75,000 SH   OTR 2 75,000 0 0
First Solar, Inc. COM 336433107 18,292 138,295 SH   SOLE   106,540 0 31,755
First Solar, Inc. COM 336433107 3,201 24,200 SH   OTR 1 24,200 0 0
First Solar, Inc. COM 336433107 8,598 65,000 SH   OTR 2 65,000 0 0
Fiserv, Inc. COM 337738108 5,614 60,000 SH   OTR 2 60,000 0 0
Ford Motor Company COM 345370860 728 65,015 SH   SOLE   62,195 0 2,820
Fortinet, Inc. COM 34959e109 17,687 360,000 SH   OTR 2 360,000 0 0
GitLab Inc. COM 37637k108 2,428 47,405 SH   SOLE   47,170 0 235
GitLab Inc. COM 37637k108 3,842 75,000 SH   OTR 2 75,000 0 0
Global-E Online Ltd. COM m5216v106 34,396 1,285,349 SH   SOLE   954,239 0 331,110
Global-E Online Ltd. COM m5216v106 7,894 295,000 SH   OTR 1 295,000 0 0
Global-E Online Ltd. COM m5216v106 7,514 280,800 SH   OTR 2 280,800 0 0
Intuit Inc. COM 461202103 2,336 6,031 SH   SOLE   5,951 0 80
Intuit Inc. COM 461202103 9,683 25,000 SH   OTR 2 25,000 0 0
Johnson & Johnson COM 478160104 2,216 13,564 SH   SOLE   13,259 0 305
JPMorgan Chase & Co. COM 46625h100 3,112 29,778 SH   SOLE   29,098 0 680
KLA Corporation COM 482480100 6,053 20,000 SH   OTR 2 20,000 0 0
lululemon athletica inc. COM 550021109 959 3,432 SH   SOLE   3,432 0 0
Marqeta, Inc. COM 57142b104 2,116 297,185 SH   SOLE   295,735 0 1,450
Mastercard Incorporated COM 57636q104 25,591 90,000 SH   OTR 2 90,000 0 0
MercadoLibre, Inc. COM 58733r102 121,966 147,341 SH   SOLE   108,246 0 39,095
MercadoLibre, Inc. COM 58733r102 25,661 31,000 SH   OTR 1 31,000 0 0
MercadoLibre, Inc. COM 58733r102 14,072 17,000 SH   OTR 2 17,000 0 0
Meta Platforms, Inc. COM 30303m102 50 365 SH   SOLE   365 0 0
Meta Platforms, Inc. COM 30303m102 16,960 125,000 SH   OTR 2 125,000 0 0
Micron Technology, Inc. COM 595112103 12,525 250,000 SH   OTR 2 250,000 0 0
Microsoft Corporation COM 594918104 6,610 28,383 SH   SOLE   28,138 0 245
Microsoft Corporation COM 594918104 97,818 420,000 SH   OTR 2 420,000 0 0
MongoDB, Inc. COM 60937p106 28,752 144,801 SH   SOLE   119,906 0 24,895
MongoDB, Inc. COM 60937p106 1,588 8,000 SH   OTR 1 8,000 0 0
MongoDB, Inc. COM 60937p106 19,856 100,000 SH   OTR 2 100,000 0 0
Monolithic Power Systems, Inc. COM 609839105 5,160 14,200 SH   SOLE   13,935 0 265
Monolithic Power Systems, Inc. COM 609839105 13,119 36,100 SH   OTR 2 36,100 0 0
Netflix, Inc. COM 64110l106 25,119 106,691 SH   SOLE   76,416 0 30,275
Netflix, Inc. COM 64110l106 3,532 15,000 SH   OTR 1 15,000 0 0
NIKE, Inc. COM 654106103 1,154 13,880 SH   SOLE   13,720 0 160
NVIDIA Corporation COM 67066g104 70,036 576,950 SH   SOLE   432,385 0 144,565
NVIDIA Corporation COM 67066g104 13,778 113,500 SH   OTR 1 113,500 0 0
NVIDIA Corporation COM 67066g104 29,134 240,000 SH   OTR 2 240,000 0 0
NXP Semiconductors N.V. COM n6596x109 13,423 91,000 SH   OTR 2 91,000 0 0
On Holding AG COM h5919c104 14,121 879,820 SH   SOLE   565,345 0 314,475
On Holding AG COM h5919c104 3,902 243,100 SH   OTR 1 243,100 0 0
ON Semiconductor Corporation COM 682189105 40,764 654,000 SH   OTR 2 654,000 0 0
Oracle Corporation COM 68389x105 12 200 SH   SOLE   200 0 0
Oracle Corporation COM 68389x105 13,435 220,000 SH   OTR 2 220,000 0 0
PACCAR Inc COM 693718108 1,225 14,640 SH   SOLE   14,315 0 325
Palo Alto Networks, Inc. COM 697435105 21,701 132,491 SH   SOLE   90,791 0 41,700
Palo Alto Networks, Inc. COM 697435105 2,850 17,400 SH   OTR 1 17,400 0 0
Palo Alto Networks, Inc. COM 697435105 39,310 240,000 SH   OTR 2 240,000 0 0
Paychex, Inc. COM 704326107 2,705 24,110 SH   SOLE   23,885 0 225
Paycom Software, Inc. COM 70432v102 12,210 37,000 SH   OTR 2 37,000 0 0
Paylocity Holding Corporation COM 70438v106 46,876 194,040 SH   SOLE   135,465 0 58,575
Paylocity Holding Corporation COM 70438v106 9,071 37,550 SH   OTR 1 37,550 0 0
Paylocity Holding Corporation COM 70438v106 9,905 41,000 SH   OTR 2 41,000 0 0
QUALCOMM Incorporated COM 747525103 5,913 52,333 SH   SOLE   52,108 0 225
QUALCOMM Incorporated COM 747525103 10,959 97,000 SH   OTR 2 97,000 0 0
Repligen Corporation COM 759916109 16,388 87,585 SH   SOLE   60,685 0 26,900
Repligen Corporation COM 759916109 3,864 20,650 SH   OTR 1 20,650 0 0
Rivian Automotive, Inc. COM 76954a103 2,564 77,902 SH   SOLE   77,502 0 400
Rivian Automotive, Inc. COM 76954a103 6,944 211,000 SH   OTR 2 211,000 0 0
Salesforce, Inc. COM 79466l302 8,343 58,000 SH   OTR 2 58,000 0 0
Seagen Inc. COM 81181c104 33,373 243,900 SH   SOLE   162,260 0 81,640
Seagen Inc. COM 81181c104 8,114 59,300 SH   OTR 1 59,300 0 0
ServiceNow, Inc. COM 81762p102 43,121 114,195 SH   SOLE   84,095 0 30,100
ServiceNow, Inc. COM 81762p102 9,440 25,000 SH   OTR 1 25,000 0 0
ServiceNow, Inc. COM 81762p102 22,657 60,000 SH   OTR 2 60,000 0 0
Shopify Inc. COM 82509l107 71,857 2,667,280 SH   SOLE   1,947,405 0 719,875
Shopify Inc. COM 82509l107 15,154 562,500 SH   OTR 1 562,500 0 0
Shopify Inc. COM 82509l107 14,817 550,000 SH   OTR 2 550,000 0 0
Silvergate Capital Corporation COM 82837p408 52,308 694,197 SH   SOLE   518,037 0 176,160
Silvergate Capital Corporation COM 82837p408 10,391 137,900 SH   OTR 1 137,900 0 0
Silvergate Capital Corporation COM 82837p408 5,772 76,600 SH   OTR 2 76,600 0 0
Snowflake Inc. COM 833445109 73,664 433,417 SH   SOLE   329,672 0 103,745
Snowflake Inc. COM 833445109 15,296 90,000 SH   OTR 1 90,000 0 0
Snowflake Inc. COM 833445109 15,466 91,000 SH   OTR 2 91,000 0 0
Sprout Social, Inc. COM 85209w109 70,307 1,158,659 SH   SOLE   858,009 0 300,650
Sprout Social, Inc. COM 85209w109 16,080 265,000 SH   OTR 1 265,000 0 0
Sprout Social, Inc. COM 85209w109 8,192 135,000 SH   OTR 2 135,000 0 0
Starbucks Corporation COM 855244109 1,568 18,612 SH   SOLE   18,042 0 570
Tesla, Inc. COM 88160r101 234,584 884,388 SH   SOLE   678,701 0 205,687
Tesla, Inc. COM 88160r101 46,253 174,375 SH   OTR 1 174,375 0 0
Tesla, Inc. COM 88160r101 42,705 161,000 SH   OTR 2 161,000 0 0
The Estee Lauder Companies Inc COM 518439104 2,334 10,810 SH   SOLE   10,690 0 120
The Home Depot, Inc. COM 437076102 3,781 13,702 SH   SOLE   13,532 0 170
The Progressive Corporation COM 743315103 1,812 15,595 SH   SOLE   15,015 0 580
The Trade Desk, Inc. COM 88339j105 161,444 2,701,997 SH   SOLE   1,984,982 0 717,015
The Trade Desk, Inc. COM 88339j105 32,564 545,000 SH   OTR 1 545,000 0 0
The Trade Desk, Inc. COM 88339j105 33,580 562,000 SH   OTR 2 562,000 0 0
The Walt Disney Company COM 254687106 1,081 11,455 SH   SOLE   11,000 0 455
Tyson Foods, Inc. COM 902494103 973 14,752 SH   SOLE   14,152 0 600
Uber Technologies, Inc. COM 90353t100 71,568 2,700,673 SH   SOLE   1,989,178 0 711,495
Uber Technologies, Inc. COM 90353t100 14,575 550,000 SH   OTR 1 550,000 0 0
Uber Technologies, Inc. COM 90353t100 16,960 640,000 SH   OTR 2 640,000 0 0
Unity Software Inc. COM 91332u101 16,818 527,883 SH   SOLE   366,443 0 161,440
Unity Software Inc. COM 91332u101 3,823 120,000 SH   OTR 1 120,000 0 0
Unity Software Inc. COM 91332u101 3,983 125,000 SH   OTR 2 125,000 0 0
Veeva Systems Inc. COM 922475108 39,539 239,804 SH   SOLE   165,454 0 74,350
Veeva Systems Inc. COM 922475108 8,582 52,050 SH   OTR 1 52,050 0 0
Veeva Systems Inc. COM 922475108 5,606 34,000 SH   OTR 2 34,000 0 0
Visa Inc. COM 92826c839 2,673 15,045 SH   SOLE   14,695 0 350
Visa Inc. COM 92826c839 28,069 158,000 SH   OTR 2 158,000 0 0
Wingstop Inc. COM 974155103 20,447 163,025 SH   SOLE   110,090 0 52,935
Wingstop Inc. COM 974155103 4,332 34,540 SH   OTR 1 34,540 0 0
Xometry, Inc. COM 98423f109 17,747 312,495 SH   SOLE   242,170 0 70,325
Xometry, Inc. COM 98423f109 3,055 53,800 SH   OTR 1 53,800 0 0
Xometry, Inc. COM 98423f109 852 15,000 SH   OTR 2 15,000 0 0
Zillow Group, Inc. Class C COM 98954m200 36,638 1,280,604 SH   SOLE   948,249 0 332,355
Zillow Group, Inc. Class C COM 98954m200 7,153 250,000 SH   OTR 1 250,000 0 0
Zoetis Inc. COM 98978v103 2,627 17,715 SH   SOLE   17,565 0 150
Zscaler, Inc. COM 98980g102 22,190 135,000 SH   OTR 2 135,000 0 0
iShares MSCI KLD 400 Social COM 464288570 440 6,574 SH   SOLE   6,574 0 0
SPDR S&P 500 ETF Trust COM 78462f103 1,417 3,966 SH   SOLE   2,751 0 1,215