Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting Microsoft Corporation,MSFT,,Sell,594918104,38296000.0,164432.0,8.519 Amazon.com Inc.,AMZN,,Sell,023135106,36457000.0,322626.0,8.11 Mastercard Inc.,MA,,Sell,57636Q104,32465000.0,114178.0,7.222 "ServiceNow, Inc.",NOW,,Sell,81762P102,29044000.0,76916.0,6.461 Apple Inc.,AAPL,,Sell,037833100,27543000.0,199299.0,6.127 NVIDIA Corp,NVDA,,Sell,67066G104,21999000.0,181222.0,4.894 VISA Inc.,V,,Sell,92826C839,21537000.0,121231.0,4.791 "Salesforce, Inc",CRM,,Sell,79466L302,17465000.0,121417.0,3.885 Veeva Systems Inc.,VEEV,,Sell,922475108,16249000.0,98551.0,3.615 Chipotle Mexican Grill,CMG,,Sell,169656105,15889000.0,10573.0,3.535 Qualcomm Inc.,QCOM,,Sell,747525103,14290000.0,126479.0,3.179 "Intuitive Surgical, Inc.",ISRG,,Sell,46120E602,13796000.0,73603.0,3.069 Adobe Inc.,ADBE,,Sell,00724F101,13751000.0,49967.0,3.059 "DexCom, Inc.",DXCM,,Sell,252131107,13509000.0,167725.0,3.005 Tractor Supply Co.,TSCO,,Sell,892356106,13444000.0,72327.0,2.991 Edwards Lifesciences Corp.,EW,,Sell,28176E108,12554000.0,151934.0,2.793 ASML Hldg NV NY Reg Shs,ASML,,Buy,N07059210,12166000.0,29290.0,2.706 Lululemon Athletica Inc.,LULU,,Sell,550021109,12138000.0,43418.0,2.7 Insulet Corp,PODD,,Sell,45784P101,11778000.0,51344.0,2.62 "MercadoLibre, Inc.",MELI,,Sell,58733R102,9791000.0,11828.0,2.178 "Meta Platforms, Inc.",FB,,Sell,30303M102,9394000.0,69236.0,2.09 Netflix Inc,NFLX,,Sell,64110L106,8815000.0,37441.0,1.961 "PayPal Holdings, Inc.",PYPL,,Sell,70450Y103,8275000.0,96144.0,1.841 Align Technology Inc,ALGN,,Sell,016255101,7255000.0,35028.0,1.614 Advanced Micro Devices,AMD,,Sell,007903107,7201000.0,113645.0,1.602 Blackstone Inc.,BX,,Buy,09260D107,6614000.0,79018.0,1.471 "Block, Inc.",SQ,,Sell,852234103,6545000.0,119020.0,1.456 Marvell Technology Grp,MRVL,,Sell,573874104,4481000.0,104418.0,0.997 "Burlington Stores, Inc.",BURL,,Sell,122017106,3834000.0,34262.0,0.853 "Johnson Controls, Inc.",JCI,, ,G51502105,1796000.0,36498.0,0.4 iShares Russell 1000 Grth ETF,IWF,,New,464287614,602000.0,2860.0,0.134 American Tower Corporation,AMT,, ,03027X100,440000.0,2050.0,0.098 Hexagon Aktiebolag,,, ,W40063104,98000.0,10336.0,0.022 Procter & Gamble Co.,PG,,Exit,742718109,0.0,-1500.0,-0.043 Shopify Inc.,SHOP,,Exit,82509L107,0.0,-83073.0,-0.519 Twilio Inc,TWLO,,Exit,90138F102,0.0,-54149.0,-0.908