0001062993-24-008789.txt : 20240425 0001062993-24-008789.hdr.sgml : 20240425 20240425141440 ACCESSION NUMBER: 0001062993-24-008789 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240425 DATE AS OF CHANGE: 20240425 EFFECTIVENESS DATE: 20240425 FILER: COMPANY DATA: COMPANY CONFORMED NAME: WCM INVESTMENT MANAGEMENT, LLC CENTRAL INDEX KEY: 0001061186 ORGANIZATION NAME: IRS NUMBER: 953046237 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-07104 FILM NUMBER: 24875105 BUSINESS ADDRESS: STREET 1: 281 BROOKS STREET CITY: LAGUNA BEACH STATE: CA ZIP: 92651 BUSINESS PHONE: 9493800200 MAIL ADDRESS: STREET 1: 281 BROOKS STREET CITY: LAGUNA BEACH STATE: CA ZIP: 92651 FORMER COMPANY: FORMER CONFORMED NAME: WCM INVESTMENT MANAGEMENT/CA DATE OF NAME CHANGE: 19990324 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001061186 XXXXXXXX 03-31-2024 03-31-2024 false WCM INVESTMENT MANAGEMENT, LLC

281 BROOKS STREET LAGUNA BEACH CA 92651

13F HOLDINGS REPORT 028-07104 000104702 801-11916 N David Joerger 949-380-0200 /s/ David Joerger Laguna Beach CA 04-25-2024 0 247 42069674503 false INFORMATION TABLE 2 form13fInfoTable.xml FORM 13F INFORMATION TABLE ACADIA PHARMACEUTICALS INC COM 004225108 5214827 282035 SH SOLE 232087 0 49948 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1038472949 2996085 SH SOLE 2981158 0 14927 ACI WORLDWIDE INC COM 004498101 15784547 475295 SH SOLE 375691 0 99604 ADDUS HOMECARE CORP COM 006739106 50335054 487082 SH SOLE 487082 0 0 ADVANCED MICRO DEVICES INC COM 007903107 30732754 170274 SH SOLE 170274 0 0 ALCON AG ORD SHS H01301128 1880688 22580 SH SOLE 22580 0 0 AMAZON COM INC COM 023135106 886634982 4915373 SH SOLE 4359827 85480 470066 AMERICAN WOODMARK CORPORATIO COM 030506109 18262406 179642 SH SOLE 179642 0 0 AMERICAS CAR-MART INC COM 03062T105 14362766 224875 SH SOLE 224875 0 0 AMGEN INC COM 031162100 349714 1230 SH SOLE 1230 0 0 AMN HEALTHCARE SVCS INC COM 001744101 47819962 764997 SH SOLE 717167 0 47830 AON PLC SHS CL A G0403H108 1446895898 4335658 SH SOLE 4313853 0 21805 API GROUP CORP COM STK 00187Y100 45995537 1171264 SH SOLE 1171264 0 0 APPFOLIO INC COM CL A 03783C100 21280585 86247 SH SOLE 71103 0 15144 APPLIED INDL TECHNOLOGIES IN COM 03820C105 24119472 122093 SH SOLE 95039 0 27054 APPLOVIN CORP COM CL A 03831W108 497488432 7187062 SH SOLE 6379102 127130 680830 ARCH CAP GROUP LTD ORD G0450A105 1305066903 14117989 SH SOLE 14047974 0 70015 ARISTA NETWORKS INC COM 040413106 884269652 3049416 SH SOLE 2691823 54870 302723 ARROWHEAD PHARMACEUTICALS IN COM 04280A100 6451674 225583 SH SOLE 191666 0 33917 ASHLAND INC COM 044186104 28303219 290677 SH SOLE 290677 0 0 ASML HOLDING N V N Y REGISTRY SHS N07059210 1683085063 1734299 SH SOLE 1725837 0 8462 ASTRAZENECA PLC SPONSORED ADR 046353108 208943077 3084031 SH SOLE 3079190 0 4841 ATLASSIAN CORPORATION CL A 049468101 1842445973 9443114 SH SOLE 9146976 39660 256478 ATRICURE INC COM 04963C209 6778884 222843 SH SOLE 177329 0 45514 AVIENT CORPORATION COM 05368V106 22919800 528106 SH SOLE 413569 0 114537 AXON ENTERPRISE INC COM 05464C101 1844115 5894 SH SOLE 5894 0 0 AXSOME THERAPEUTICS INC COM 05464T104 8904882 111590 SH SOLE 94906 0 16684 AZEK CO INC CL A 05478C105 26590134 529473 SH SOLE 529473 0 0 AZENTA INC COM 114340102 48016757 796562 SH SOLE 739920 0 56642 BAIDU INC SPON ADR REP A 056752108 822658 7814 SH SOLE 7814 0 0 BAKER HUGHES COMPANY CL A 05722G100 2726297 81382 SH SOLE 81382 0 0 BEACON ROOFING SUPPLY INC COM 073685109 50449424 514685 SH SOLE 470056 0 44629 BILL HOLDINGS INC COM 090043100 15761688 229361 SH SOLE 182673 0 46688 BIO-TECHNE CORP COM 09073M104 930556 13220 SH SOLE 13220 0 0 BIOMARIN PHARMACEUTICAL INC COM 09061G101 425084 4867 SH SOLE 4867 0 0 BOOT BARN HLDGS INC COM 099406100 31524527 331314 SH SOLE 280916 0 50398 BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 631191769 4252168 SH SOLE 3749941 77110 425117 BRIDGEBIO PHARMA INC COM 10806X102 5377792 173926 SH SOLE 133559 0 40367 BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 113004105 845779 20128 SH SOLE 20128 0 0 BROOKFIELD CORP CL A LTD VT SH 11271J107 817512 19525 SH SOLE 19525 0 0 BROWN & BROWN INC COM 115236101 5309914 60657 SH SOLE 60657 0 0 CAESARS ENTERTAINMENT INC NE COM 12769G100 14647607 334879 SH SOLE 258934 0 75945 CANADIAN NAT RES LTD COM 136385101 171061129 2241367 SH SOLE 2232185 0 9182 CANADIAN PACIFIC KANSAS CITY COM 13646K108 3046735632 34555241 SH SOLE 33459969 147380 947892 CARLISLE COS INC COM 142339100 269201 687 SH SOLE 687 0 0 CARMAX INC COM 143130102 3402081 39055 SH SOLE 39055 0 0 CASELLA WASTE SYS INC CL A 147448104 22524465 227819 SH SOLE 178076 0 49743 CASEYS GEN STORES INC COM 147528103 20189412 63399 SH SOLE 48680 0 14719 CDW CORP COM 12514G108 330724 1293 SH SOLE 1293 0 0 CELESTICA INC SUB VTG SHS 15101Q108 107781939 2398352 SH SOLE 2324990 0 73362 CGI INC CL A SUB VTG 12532H104 1363778 12343 SH SOLE 12343 0 0 CHARLES RIV LABS INTL INC COM 159864107 1607817 5934 SH SOLE 5934 0 0 CHEVRON CORP NEW COM 166764100 288506 1829 SH SOLE 1829 0 0 CHIPOTLE MEXICAN GRILL INC COM 169656105 14818713 5098 SH SOLE 5098 0 0 CHUBB LIMITED COM H1467J104 1078240 4161 SH SOLE 4161 0 0 CI&T INC COM CL A G21307106 5720517 1385113 SH SOLE 1385113 0 0 CISCO SYS INC COM 17275R102 214563 4299 SH SOLE 4299 0 0 COGNEX CORP COM 192422103 17133396 403899 SH SOLE 322084 0 81815 COMCAST CORP NEW CL A 20030N101 242153 5586 SH SOLE 5586 0 0 CONTROLADORA VUELA COMP DE A SPON ADR RP 10 21240E105 12949525 1745219 SH SOLE 1745219 0 0 CORTEVA INC COM 22052L104 416344154 7219424 SH SOLE 6333103 136200 750121 COSTCO WHSL CORP NEW COM 22160K105 388189156 529857 SH SOLE 465252 9890 54715 COUPANG INC CL A 22266T109 799242168 44926485 SH SOLE 44605483 0 321002 CREDICORP LTD COM G2519Y108 48632509 287036 SH SOLE 272989 0 14047 CRYOPORT INC COM PAR $0.001 229050307 8133008 459492 SH SOLE 389115 0 70377 CSW INDUSTRIALS INC COM 126402106 18071707 77032 SH SOLE 77032 0 0 CUBESMART COM 229663109 3264070 72182 SH SOLE 1411 0 70771 CULLEN FROST BANKERS INC COM 229899109 290543 2581 SH SOLE 2581 0 0 CUSHMAN WAKEFIELD PLC SHS G2717B108 25722950 2459173 SH SOLE 2459173 0 0 CYTOKINETICS INC COM NEW 23282W605 3075445 43866 SH SOLE 36263 0 7603 DATADOG INC CL A COM 23804L103 672903491 5444203 SH SOLE 4812996 96870 534337 DOCGO INC COM 256086109 10613209 2627032 SH SOLE 2627032 0 0 DORMAN PRODS INC COM 258278100 28677374 297514 SH SOLE 297514 0 0 EAST WEST BANCORP INC COM 27579R104 3974724 50243 SH SOLE 0 0 50243 EASTGROUP PPTYS INC COM 277276101 3331318 18531 SH SOLE 0 0 18531 ELASTIC N V ORD SHS N14506104 22557107 225031 SH SOLE 225031 0 0 ELEMENT SOLUTIONS INC COM 28618M106 45611881 1825936 SH SOLE 1825936 0 0 ELI LILLY & CO COM 532457108 8928647 11477 SH SOLE 11477 0 0 EMCOR GROUP INC COM 29084Q100 5232338 14941 SH SOLE 14941 0 0 ENSIGN GROUP INC COM 29358P101 33376660 268258 SH SOLE 268258 0 0 ENSTAR GROUP LIMITED SHS G3075P101 39075584 125742 SH SOLE 125742 0 0 ENTEGRIS INC COM 29362U104 719853205 5122052 SH SOLE 4525952 91870 504230 ENTERGY CORP NEW COM 29364G103 266208 2519 SH SOLE 2519 0 0 EPAM SYS INC COM 29414B104 677132997 2451959 SH SOLE 2430324 0 21635 EPLUS INC COM 294268107 36613934 466182 SH SOLE 466182 0 0 EURONET WORLDWIDE INC COM 298736109 15785288 143594 SH SOLE 112511 0 31083 EVERCORE INC CLASS A 29977A105 18576076 96454 SH SOLE 75923 0 20531 EXACT SCIENCES CORP COM 30063P105 876993 12699 SH SOLE 12699 0 0 EXXON MOBIL CORP COM 30231G102 2451385 21089 SH SOLE 21089 0 0 FABRINET SHS G3323L100 33054116 174871 SH SOLE 165320 0 9551 FERGUSON PLC NEW SHS G3421J106 263551915 1206574 SH SOLE 1201448 0 5126 FERRARI N V COM N3167Y103 466246527 1069520 SH SOLE 1065330 0 4190 FIRST WATCH RESTAURANT GROUP COM 33748L101 16030427 651114 SH SOLE 511088 0 140026 FIVE BELOW INC COM 33829M101 19464251 107312 SH SOLE 85687 0 21625 FIVE9 INC COM 338307101 20471580 329602 SH SOLE 256990 0 72612 FLOOR & DECOR HLDGS INC CL A 339750101 586144103 4522019 SH SOLE 3979738 83360 458921 FMC CORP COM NEW 302491303 596105 9358 SH SOLE 9358 0 0 GALLAGHER ARTHUR J & CO COM 363576109 656216800 2624447 SH SOLE 2309473 48330 266644 GARTNER INC COM 366651107 9335582 19585 SH SOLE 19585 0 0 GENERAL DYNAMICS CORP COM 369550108 320344 1134 SH SOLE 1134 0 0 GENERAL ELECTRIC CO COM NEW 369604301 1014347674 5778771 SH SOLE 5090328 105670 582773 GLOBAL BLUE GROUP HOLDING AG ORD SHS H33700107 10062597 1920343 SH SOLE 1920343 0 0 GLOBANT S A COM L44385109 65437405 324108 SH SOLE 313142 0 10966 GODADDY INC CL A 380237107 5605612 47233 SH SOLE 47233 0 0 GRAB HOLDINGS LIMITED CLASS A ORD G4124C109 31955234 10176826 SH SOLE 9607599 0 569227 GRACO INC COM 384109104 3462973 37053 SH SOLE 37053 0 0 GROCERY OUTLET HLDG CORP COM 39874R101 25189551 875245 SH SOLE 875245 0 0 GRUPO AEROPUERTO DEL PACIFIC SPON ADR B 400506101 668181 4095 SH SOLE 4095 0 0 HALEON PLC SPON ADS 405552100 967750 113987 SH SOLE 113987 0 0 HALOZYME THERAPEUTICS INC COM 40637H109 12461871 306339 SH SOLE 244766 0 61573 HAYWARD HLDGS INC COM 421298100 30762842 2009330 SH SOLE 2009330 0 0 HDFC BANK LTD SPONSORED ADS 40415F101 2852735 50969 SH SOLE 50969 0 0 HILLMAN SOLUTIONS CORP COM 431636109 34536504 3245912 SH SOLE 3245912 0 0 HOME DEPOT INC COM 437076102 228626 596 SH SOLE 596 0 0 HUBSPOT INC COM 443573100 958637 1530 SH SOLE 1530 0 0 IAC INC COM NEW 44891N208 15838833 296941 SH SOLE 236947 0 59994 ICICI BANK LIMITED ADR 45104G104 1692373246 64080774 SH SOLE 61425693 372750 2282331 ICON PLC SHS G4705A100 2256849277 6717813 SH SOLE 6684755 0 33058 ICU MED INC COM 44930G107 27575445 256946 SH SOLE 256946 0 0 ILLUMINA INC COM 452327109 463759988 3377221 SH SOLE 2989109 59560 328552 IMMUNOVANT INC COM 45258J102 5481876 169665 SH SOLE 140369 0 29296 INSMED INC COM PAR $.01 457669307 8681627 320001 SH SOLE 277741 0 42260 INTER & CO INC CLASS A COM G4R20B107 14762126 2585311 SH SOLE 2585311 0 0 INTER PARFUMS INC COM 458334109 26581822 189181 SH SOLE 189181 0 0 INTERNATIONAL FLAVORS&FRAGRA COM 459506101 2676697 31128 SH SOLE 31128 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 685619060 1717956 SH SOLE 1508191 32130 177635 IRHYTHM TECHNOLOGIES INC COM 450056106 16050804 138369 SH SOLE 109343 0 29026 ISHARES INC ESG AWR MSCI EM 46434G863 2811230 87224 SH SOLE 87224 0 0 ISHARES TR MSCI EAFE ETF 464287465 327985 4107 SH SOLE 4107 0 0 ISHARES TR MSCI SAUDI ARBIA 46434V423 62089 1406 SH SOLE 1406 0 0 ISHARES TR 0-3 MNTH TREASRY 46436E718 504 5 SH SOLE 5 0 0 JOHN BEAN TECHNOLOGIES CORP COM 477839104 20629031 196673 SH SOLE 151338 0 45335 JOHNSON & JOHNSON COM 478160104 267499 1691 SH SOLE 1691 0 0 JONES LANG LASALLE INC COM 48020Q107 4013001 20570 SH SOLE 20570 0 0 JPMORGAN CHASE & CO COM 46625H100 286028 1428 SH SOLE 1428 0 0 KASPI KZ JSC SPONSORED ADS 48581R205 23360381 181595 SH SOLE 171540 0 10055 KEROS THERAPEUTICS INC COM 492327101 7747386 117030 SH SOLE 93067 0 23963 LAM RESEARCH CORP COM 512807108 471080375 484865 SH SOLE 425760 9070 50035 LANCASTER COLONY CORP COM 513847103 22388743 107830 SH SOLE 107830 0 0 LANDSTAR SYS INC COM 515098101 30183903 156588 SH SOLE 156588 0 0 LINDE PLC SHS G54950103 1620446898 3489936 SH SOLE 3321527 24150 144259 LOCKHEED MARTIN CORP COM 539830109 233348 513 SH SOLE 513 0 0 LPL FINL HLDGS INC COM 50212V100 448364343 1697064 SH SOLE 1503501 29680 163883 LULULEMON ATHLETICA INC COM 550021109 2529459 6475 SH SOLE 6475 0 0 MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 17982902 188027 SH SOLE 157614 0 30413 MASCO CORP COM 574599106 3529012 44739 SH SOLE 44739 0 0 MASTERCARD INCORPORATED CL A 57636Q104 3475009 7216 SH SOLE 7216 0 0 MATADOR RES CO COM 576485205 20836647 312066 SH SOLE 245786 0 66280 MCKESSON CORP COM 58155Q103 600213906 1118029 SH SOLE 985779 20290 111960 MERCADOLIBRE INC COM 58733R102 1349560376 892590 SH SOLE 888175 0 4415 MERCK & CO INC COM 58933Y105 288839 2189 SH SOLE 2189 0 0 MERCURY SYS INC COM 589378108 13291137 450547 SH SOLE 344591 0 105956 MERIDIANLINK INC COMMON STOCK 58985J105 21587878 1154432 SH SOLE 1154432 0 0 METTLER TOLEDO INTERNATIONAL COM 592688105 3183114 2391 SH SOLE 2391 0 0 MICROSOFT CORP COM 594918104 830765139 1974627 SH SOLE 1743826 35480 195321 MKS INSTRS INC COM 55306N104 3706311 27867 SH SOLE 27867 0 0 MODINE MFG CO COM 607828100 18139026 190556 SH SOLE 190556 0 0 MOLINA HEALTHCARE INC COM 60855R100 277721 676 SH SOLE 676 0 0 MONDAY COM LTD SHS M7S64H106 728521324 3225401 SH SOLE 3210248 0 15153 MSC INDL DIRECT INC CL A 553530106 227074 2340 SH SOLE 2340 0 0 NATERA INC COM 632307104 10652072 116467 SH SOLE 96001 0 20466 NETEASE INC SPONSORED ADS 64110W102 816585 7892 SH SOLE 7892 0 0 NETFLIX INC COM 64110L106 3643980 6000 SH SOLE 6000 0 0 NICE LTD SPONSORED ADR 653656108 868646 3333 SH SOLE 3333 0 0 NORDSON CORP COM 655663102 1100356 4008 SH SOLE 4008 0 0 NOVO-NORDISK A S ADR 670100205 523589121 4077797 SH SOLE 4071237 0 6560 NU HLDGS LTD ORD SHS CL A G6683N103 1192589930 99965627 SH SOLE 99138362 0 827265 NVIDIA CORPORATION COM 67066G104 718747645 795462 SH SOLE 700739 14540 80183 OLD DOMINION FREIGHT LINE IN COM 679580100 435592884 1986197 SH SOLE 1730983 39160 216054 OLLIES BARGAIN OUTLET HLDGS COM 681116109 15370378 193168 SH SOLE 193168 0 0 PAYLOCITY HLDG CORP COM 70438V106 524689 3053 SH SOLE 3053 0 0 PDD HOLDINGS INC SPONSORED ADS 722304102 216225 1860 SH SOLE 1860 0 0 PERFORMANCE FOOD GROUP CO COM 71377A103 20107494 269393 SH SOLE 206340 0 63053 PERMIAN RESOURCES CORP CLASS A COM 71424F105 24143251 1367115 SH SOLE 1050246 0 316869 PHILLIPS 66 COM 718546104 212505 1301 SH SOLE 1301 0 0 PLANET FITNESS INC CL A 72703H101 15178193 242347 SH SOLE 190488 0 51859 POOL CORP COM 73278L105 2520665 6247 SH SOLE 6247 0 0 POWER INTEGRATIONS INC COM 739276103 12874063 179931 SH SOLE 144584 0 35347 PRICE T ROWE GROUP INC COM 74144T108 242377 1988 SH SOLE 1988 0 0 PRIMERICA INC COM 74164M108 20316229 80314 SH SOLE 61581 0 18733 PRIVIA HEALTH GROUP INC COM 74276R102 11214374 572454 SH SOLE 463195 0 109259 PROCTER AND GAMBLE CO COM 742718109 223743 1379 SH SOLE 1379 0 0 PTC INC COM 69370C100 3820556 20221 SH SOLE 20221 0 0 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 218571 3273 SH SOLE 3273 0 0 R1 RCM INC COM 77634L105 1799169 139687 SH SOLE 139687 0 0 RAMBUS INC DEL COM 750917106 22174152 358747 SH SOLE 285863 0 72884 REGAL REXNORD CORPORATION COM 758750103 20068543 111430 SH SOLE 84646 0 26784 RELX PLC SPONSORED ADR 759530108 1099350 25395 SH SOLE 25395 0 0 REPLIGEN CORP COM 759916109 16482175 89616 SH SOLE 77766 0 11850 REXFORD INDL RLTY INC COM 76169C100 14101555 280349 SH SOLE 209746 0 70603 ROBERT HALF INC. COM 770323103 202719 2557 SH SOLE 2557 0 0 ROCKET PHARMACEUTICALS INC COM 77313F106 8018907 297658 SH SOLE 243499 0 54159 RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 4199689 28846 SH SOLE 28846 0 0 SAIA INC COM 78709Y105 43630470 74582 SH SOLE 65042 0 9540 SAREPTA THERAPEUTICS INC COM 803607100 812879 6279 SH SOLE 6279 0 0 SCHLUMBERGER LTD COM STK 806857108 1154682 21067 SH SOLE 21067 0 0 SCIENCE APPLICATIONS INTL CO COM 808625107 12046602 92389 SH SOLE 85143 0 7246 SHIFT4 PMTS INC CL A 82452J109 13450993 203587 SH SOLE 156219 0 47368 SHOCKWAVE MED INC COM 82489T104 51384414 157800 SH SOLE 147303 0 10497 SHOPIFY INC CL A 82509L107 11780464 152656 SH SOLE 152656 0 0 SIMULATIONS PLUS INC COM 829214105 1646000 40000 SH SOLE 40000 0 0 SITEONE LANDSCAPE SUPPLY INC COM 82982L103 3359564 19247 SH SOLE 19247 0 0 SMARTSHEET INC COM CL A 83200N103 15957095 414470 SH SOLE 325783 0 88687 SNOWFLAKE INC CL A 833445109 298643749 1848043 SH SOLE 1622846 34490 190707 SONY GROUP CORP SPONSORED ADR 835699307 1424484 16614 SH SOLE 16614 0 0 SP PLUS CORP COM 78469C103 8802308 168562 SH SOLE 168562 0 0 SPS COMM INC COM 78463M107 18962420 102555 SH SOLE 79796 0 22759 STERIS PLC SHS USD G8473T100 1065017407 4737200 SH SOLE 4713594 0 23606 STEVANATO GROUP S P A ORD SHS T9224W109 5842200 182000 SH SOLE 182000 0 0 SUPER MICRO COMPUTER INC COM 86800U104 24997232 24749 SH SOLE 22886 0 1863 SURGERY PARTNERS INC COM 86881A100 15168197 508488 SH SOLE 410301 0 98187 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 2351352 17283 SH SOLE 17283 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 1150946 7751 SH SOLE 7751 0 0 TELEDYNE TECHNOLOGIES INC COM 879360105 920891 2145 SH SOLE 2145 0 0 TETRA TECH INC NEW COM 88162G103 62411847 337891 SH SOLE 310608 0 27283 TEXAS INSTRS INC COM 882508104 259224 1488 SH SOLE 1488 0 0 TEXAS ROADHOUSE INC COM 882681109 22260981 144112 SH SOLE 111463 0 32649 TFI INTL INC COM 87241L109 1271853 7976 SH SOLE 7976 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 573431097 986616 SH SOLE 866154 18480 101982 THOMSON REUTERS CORP. COM 884903808 170440622 1093760 SH SOLE 1089082 0 4678 TIMKEN CO COM 887389104 18036284 206294 SH SOLE 159795 0 46499 TRACTOR SUPPLY CO COM 892356106 968887 3702 SH SOLE 3702 0 0 TRANE TECHNOLOGIES PLC SHS G8994E103 1513308 5041 SH SOLE 5041 0 0 TREX CO INC COM 89531P105 20312392 203633 SH SOLE 156827 0 46806 TYLER TECHNOLOGIES INC COM 902252105 1205328 2836 SH SOLE 2836 0 0 UBS GROUP AG SHS H42097107 163125166 5310064 SH SOLE 5287500 0 22564 ULTRAGENYX PHARMACEUTICAL IN COM 90400D108 7120225 152500 SH SOLE 119381 0 33119 UNIFIRST CORP MASS COM 904708104 18787152 108327 SH SOLE 108327 0 0 UNILEVER PLC SPON ADR NEW 904767704 259432 5169 SH SOLE 5169 0 0 UNION PAC CORP COM 907818108 217402 884 SH SOLE 884 0 0 UNITEDHEALTH GROUP INC COM 91324P102 598858185 1210548 SH SOLE 1064730 22370 123448 VERIZON COMMUNICATIONS INC COM 92343V104 297832 7098 SH SOLE 7098 0 0 VERRA MOBILITY CORP CL A COM STK 92511U102 49968291 2001133 SH SOLE 2001133 0 0 VIRTUS INVT PARTNERS INC COM 92828Q109 27317229 110159 SH SOLE 110159 0 0 VISA INC COM CL A 92826C839 609760262 2184894 SH SOLE 1924770 39920 220204 WASTE CONNECTIONS INC COM 94106B101 1616825339 9399601 SH SOLE 8951590 63830 384181 WATSCO INC COM 942622200 3624228 8390 SH SOLE 8390 0 0 WESTERN ALLIANCE BANCORP COM 957638109 12860723 200354 SH SOLE 135220 0 65134 WEX INC COM 96208T104 25788395 108569 SH SOLE 88212 0 20357 WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 19431513 417882 SH SOLE 317333 0 100549 WINGSTOP INC COM 974155103 17302507 47223 SH SOLE 36343 0 10880 WNS HLDGS LTD COM SHS G98196101 13544465 268048 SH SOLE 209950 0 58098 WORKDAY INC CL A 98138H101 954625 3500 SH SOLE 3500 0 0 WYNDHAM HOTELS & RESORTS INC COM 98311A105 24392225 317814 SH SOLE 317814 0 0 YETI HLDGS INC COM 98585X104 2591447 67223 SH SOLE 67223 0 0 ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 2856144 9475 SH SOLE 9475 0 0 ZTO EXPRESS CAYMAN INC SPONSORED ADS A 98980A105 18149159 866722 SH SOLE 818513 0 48209