Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting Microsoft Corporation,MSFT,,Buy,594918104,71544062.0,298324.0,8.21 Mastercard Inc.,MA,,Buy,57636Q104,70292924.0,202148.0,8.066 "ServiceNow, Inc.",NOW,,Buy,81762P102,54552712.0,140502.0,6.26 NVIDIA Corp,NVDA,,Buy,67066G104,47701557.0,326410.0,5.474 Amazon.com Inc.,AMZN,,Buy,023135106,47577600.0,566400.0,5.46 Apple Inc.,AAPL,,Buy,037833100,46705417.0,359466.0,5.36 VISA Inc.,V,,Buy,92826C839,45073948.0,216952.0,5.172 "Intuitive Surgical, Inc.",ISRG,,Buy,46120E602,35125972.0,132376.0,4.031 "DexCom, Inc.",DXCM,,Buy,252131107,33858081.0,298994.0,3.885 Adobe Inc.,ADBE,,Buy,00724F101,30933165.0,91918.0,3.55 "Salesforce, Inc",CRM,,Buy,79466L302,29623258.0,223420.0,3.399 Tractor Supply Co.,TSCO,,Buy,892356106,29246100.0,130000.0,3.356 Veeva Systems Inc.,VEEV,,Buy,922475108,28993208.0,179658.0,3.327 ASML Hldg NV NY Reg Shs,ASML,,Buy,N07059210,27947267.0,51148.0,3.207 Insulet Corp,PODD,,Buy,45784P101,26998507.0,91710.0,3.098 Chipotle Mexican Grill,CMG,,Buy,169656105,26403935.0,19030.0,3.03 Lululemon Athletica Inc.,LULU,,Buy,550021109,25169053.0,78560.0,2.888 Qualcomm Inc.,QCOM,,Buy,747525103,23526061.0,213990.0,2.7 Edwards Lifesciences Corp.,EW,,Buy,28176E108,20365098.0,272954.0,2.337 Blackstone Inc.,BX,,Buy,09260D107,19723708.0,265854.0,2.263 Netflix Inc,NFLX,,Buy,64110L106,18455949.0,62588.0,2.118 "MercadoLibre, Inc.",MELI,,Buy,58733R102,17693186.0,20908.0,2.03 "Block, Inc.",SQ,,Buy,852234103,13198411.0,210032.0,1.515 Align Technology Inc,ALGN,,Buy,016255101,12981317.0,61552.0,1.49 Advanced Micro Devices,AMD,,Buy,007903107,12592842.0,194424.0,1.445 "Burlington Stores, Inc.",BURL,,Buy,122017106,12405262.0,61182.0,1.424 "PayPal Holdings, Inc.",PYPL,,Buy,70450Y103,11877217.0,166768.0,1.363 Marvell Technology Grp,MRVL,,Buy,573874104,11577519.0,312568.0,1.329 iShares Russell 1000 Grth ETF,IWF,,Buy,464287614,8931237.0,41688.0,1.025 "Johnson Controls, Inc.",JCI,,Buy,G51502105,4671744.0,72996.0,0.536 "Palo Alto Networks, Inc.",PANW,,New,697435105,4155222.0,29778.0,0.477 American Tower Corporation,AMT,,Buy,03027X100,868626.0,4100.0,0.1 Procter & Gamble Co.,PG,,New,742718109,454680.0,3000.0,0.052 Hexagon Aktiebolag,,,Buy,W40063104,215969.0,20672.0,0.025 "Meta Platforms, Inc.",FB,,Exit,30303M102,0.0,-69236.0,-2.09