0001104659-24-058471.txt : 20240508 0001104659-24-058471.hdr.sgml : 20240508 20240508092314 ACCESSION NUMBER: 0001104659-24-058471 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240508 DATE AS OF CHANGE: 20240508 EFFECTIVENESS DATE: 20240508 FILER: COMPANY DATA: COMPANY CONFORMED NAME: EMERALD ADVISERS, LLC CENTRAL INDEX KEY: 0001015083 ORGANIZATION NAME: IRS NUMBER: 000000000 STATE OF INCORPORATION: PA FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-05618 FILM NUMBER: 24924503 BUSINESS ADDRESS: STREET 1: 3175 OREGON PIKE CITY: LEOLA STATE: PA ZIP: 17540 BUSINESS PHONE: 717-556-8900 MAIL ADDRESS: STREET 1: 3175 OREGON PIKE CITY: LEOLA STATE: PA ZIP: 17540 FORMER COMPANY: FORMER CONFORMED NAME: EMERALD ADVISERS INC/PA DATE OF NAME CHANGE: 19990406 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001015083 XXXXXXXX 03-31-2024 03-31-2024 false EMERALD ADVISERS, LLC
3175 Oregon Pike Leola PA 17540
13F HOLDINGS REPORT 028-05618 000107496 801-40263 N
Kenneth G. Mertz II President 717-396-1116 /s/ Kenneth G. Mertz II Lancaster PA 05-08-2024 0 243 2485329971
INFORMATION TABLE 2 infotable.xml APPLIED OPTOELECTRONICS INC COM 03823U102 7322363 528309 SH SOLE 380824 0 147485 APPLE INC COM 037833100 4482830 26142 SH SOLE 26142 0 0 ABBOTT LABS COM 002824100 688780 6060 SH SOLE 6060 0 0 ACADIA PHARMACEUTICALS INC COM 004225108 30529283 1651124 SH SOLE 1208675 0 442449 ADOBE INC COM 00724F101 325972 646 SH SOLE 646 0 0 THE AES CORPORATION COM 00130H105 455888 25426 SH SOLE 18478 0 6948 ATLAS ENERGY SOLUTIONS INC COM 642045108 224684 9933 SH SOLE 9933 0 0 PLAYAGS INC COM 72814N104 650727 72464 SH SOLE 72464 0 0 AGILYSYS INC COM 00847J105 20885273 247867 SH SOLE 177021 0 70846 AAR CORPORATION COM 000361105 24004936 400951 SH SOLE 289673 0 111278 AKERO THERAPEUTCS INC COM 00973Y108 13611932 538873 SH SOLE 388482 0 150391 ASTERA LABS INC COM 04626A103 28860 389 SH SOLE 389 0 0 ALIGN TECHNOLOGY INC COM 016255101 413507 1261 SH SOLE 923 0 338 ALKERMES PLC COM G01767105 26529 980 SH SOLE 980 0 0 ALNYLAM PHARMACEUTICALS INC COM 02043Q107 309362 2070 SH SOLE 1510 0 560 AMGEN INC COM 031162100 716202 2519 SH SOLE 2519 0 0 AMERESCO INC COM 02361E108 189927 7871 SH SOLE 7871 0 0 AMERICAN TOWER CORP COM 03027X100 34578 175 SH SOLE 175 0 0 AMAZON.COM, INC COM 023135106 4249753 23560 SH SOLE 23560 0 0 ANI PHARMACEUTICALS INC COM 00182C103 16868 244 SH SOLE 244 0 0 AMPHENOL CORP NEW CL A COM 032095101 703058 6095 SH SOLE 4409 0 1686 APELLIS PHARMACEUTICALS INC COM 03753U106 455604 7751 SH SOLE 6612 0 1139 APOLLO GLOBAL MANAGEMENT LLC COM 03769M106 800532 7119 SH SOLE 5175 0 1944 ANTERO RESOURCES CORP COM 03674X106 244499 8431 SH SOLE 8431 0 0 ARHAUS INC COM 04035M102 21418001 1391683 SH SOLE 1008245 0 383438 ARIS WATER SOLUTION INC COM 04041L106 485614 34319 SH SOLE 34319 0 0 ALPHATEC HOLDINGS INC COM 02081G201 12479205 904946 SH SOLE 647050 0 257896 ALLEGHENY TECHNOLOGIES INC COM 01741R102 36272366 708860 SH SOLE 511237 0 197623 ATRICURE INC COM 04963C209 13727268 451258 SH SOLE 326830 0 124428 AEROVIRONMENT INC COM 008073108 30321543 197818 SH SOLE 142681 0 55137 BROADCOM LTD COM 11135F101 1795931 1355 SH SOLE 1355 0 0 AXOS FINANCIAL INC COM 05465C100 24719193 457424 SH SOLE 330079 0 127345 AUTOZONE INC COM 053332102 2360586 749 SH SOLE 609 0 140 BANC OF CALIFORNIA INC COM 05990K106 17292371 1136908 SH SOLE 819149 0 317759 BRIDGEBIO PHARMA INC COM 10806X102 21615646 699083 SH SOLE 505776 0 193307 BJS RESTAURANT INC COM 09180C106 21210923 586261 SH SOLE 425442 0 160819 BAUSCH LOMB CORP COM 071705107 300536 17372 SH SOLE 12635 0 4737 BIOMARIN PHARMACEUTICAL INC COM 09061G101 762129 8726 SH SOLE 6338 0 2388 BLUEPRINT MEDICINES CORP COM 09627Y109 38220043 402910 SH SOLE 290998 0 111912 POPULAR INC COM 733174700 15258509 173215 SH SOLE 124953 0 48262 BRP GROUP INC COM 05589G102 25860552 893592 SH SOLE 644542 0 249050 BURLINGTON STORES INC COM 122017106 270734 1166 SH SOLE 849 0 317 CNB FINL CORP PA COM 126128107 3375952 165569 SH SOLE 3879 0 161690 COGENT COMMUNICATIONS HOLDINGS COM 19239V302 15864280 242833 SH SOLE 179183 0 63650 CADENCE DESIGN SYS INC COM 127387108 1751261 5626 SH SOLE 5018 0 608 CELSIUS HOLDINGS INC COM 15118V207 11139058 134335 SH SOLE 96940 0 37395 CHURCHILL DOWNS INC COM 171484108 40843440 330048 SH SOLE 241400 0 88648 Chrod Energy Corp COM 674215207 294452 1652 SH SOLE 1202 0 450 CHUYS HOLDINGS INC COM 171604101 12139022 359888 SH SOLE 258915 0 100973 CELLDEX THERAPEUTICS INC COM 15117B202 8899109 212035 SH SOLE 150271 0 61764 CHIPOTLE MEXICAN GRILL COM 169656105 1982417 682 SH SOLE 541 0 141 COHERENT CORP COM 19247G107 367842 6068 SH SOLE 6068 0 0 COLLEGIUM PHARMACEUTICAL INC COM 19459J104 25990456 669512 SH SOLE 481505 0 188007 COSTCO WHOLESALE CORP COM 22160K105 779518 1064 SH SOLE 1064 0 0 COPART INC COM 217204106 509870 8803 SH SOLE 6409 0 2394 CREDO TECHNOLOGY GROUP HOLDINGS COM G25457105 30699860 1448790 SH SOLE 1044305 0 404485 SALESFORCE.COM INC COM 79466L302 531884 1766 SH SOLE 1766 0 0 CARPENTER TECHNOLOGY CORP COM 144285103 44491732 622959 SH SOLE 450312 0 172647 CROWDSTRIKE HOLDINGS INC COM 22788C105 2928269 9134 SH SOLE 7666 0 1468 COSTAR GROUP INC COM 22160N109 1233292 12767 SH SOLE 9268 0 3499 CVRx INC COM 126638105 8877721 487519 SH SOLE 350546 0 136973 CYTOKENETICS INC COM 23282W605 6419342 91561 SH SOLE 66128 0 25433 CITIZENS & NORTHERN CORP COM 172922106 43194 2300 SH SOLE 2300 0 0 DELTA AIR LINES INC COM 247361702 491864 10275 SH SOLE 7462 0 2813 DARLING INGREDIENTS INC COM 237266101 1271723 27343 SH SOLE 23035 0 4308 DOORDASH INC COM 25809K105 384927 2795 SH SOLE 2032 0 763 DECIPHERA PHARMACEUTICALS INC COM 24344T101 16435821 1044871 SH SOLE 753703 0 291168 DYNATRACE HOLDINGS LLC COM 268150109 241442 5199 SH SOLE 3779 0 1420 ENTERPRISE FINL SVCS CORP COM 293712105 72318 1783 SH SOLE 1783 0 0 ENPHASE ENERGY, INC COM 29355A107 297853 2462 SH SOLE 1790 0 672 ENERSYS COM 29275Y102 19081 202 SH SOLE 202 0 0 EPAM SYSTEMS INC COM 29414B104 119301 432 SH SOLE 320 0 112 EQT CORP COM 26884L109 298710 8058 SH SOLE 5857 0 2201 ETSY INC COM 29786A106 203686 2964 SH SOLE 2152 0 812 EXPEDIA GROUP INC COM 30212P303 624972 4537 SH SOLE 3298 0 1239 EXPONENT INC COM 30214U102 13471607 162917 SH SOLE 117676 0 45241 NATIONAL VISION HOLDINGS COM 63845R107 19629040 885787 SH SOLE 640626 0 245161 FIRST ADVANTAGE CORP COM 31846B108 19398358 1195953 SH SOLE 862619 0 333334 DIAMONDBACK ENERGY INC COM 25278X109 466294 2353 SH SOLE 1710 0 643 FIRST COMMONWEALTH FINANCIAL CORPORATION COM 319829107 56292 4044 SH SOLE 4044 0 0 FIVE BELOW COM 33829M101 267898 1477 SH SOLE 1116 0 361 FLYWIRE CORP COM 302492103 9179576 369995 SH SOLE 265245 0 104750 F N B CORP PA COM 302520101 108556 7699 SH SOLE 7699 0 0 FORMFACTOR INC COM 346375108 26169854 573523 SH SOLE 415001 0 158522 SHIFT4 PAYMENTS INC COM 82452J109 26676093 403755 SH SOLE 294349 0 109406 FRESHPET INC COM 358039105 65590200 566116 SH SOLE 412170 0 153946 FTAI AVIATION LTD COM G3730V105 58063075 862750 SH SOLE 623685 0 239065 TECHNIPFMC PLC COM G87110105 523117 20833 SH SOLE 15129 0 5704 FORWARD AIR CORP COM COM 349853101 18199 585 SH SOLE 585 0 0 GOODRX HOLDINGS INC COM 38246G108 2201 310 SH SOLE 310 0 0 ALPHABET INC CLA A COM 02079K305 3501425 23199 SH SOLE 23199 0 0 CHART INDS INC COM 16115Q308 42035556 255194 SH SOLE 186674 0 68520 GXO LOGISTICS INC COM 36262G101 1626025 30246 SH SOLE 26164 0 4082 HYATT HOTELS CORPORATION COM 448579102 1202577 7534 SH SOLE 6226 0 1308 HAEMONETICS CORPORATION COM 405024100 11132798 130437 SH SOLE 88643 0 41794 HALLIBURTON CO COM 406216101 517230 13121 SH SOLE 9529 0 3592 HEICO CORPORATION COM 422806109 230728 1208 SH SOLE 880 0 328 HOULIHAN LOKEY COM 441593100 21159939 165067 SH SOLE 120783 0 44284 HARMONIC INC COM 413160102 9735788 724389 SH SOLE 525860 0 198529 HOMESTREET INC COM 43785V102 430264 28589 SH SOLE 28589 0 0 HERC HOLDINGS INC COM 42704L104 13725033 81551 SH SOLE 58786 0 22765 HUBSPOT INC COM 443573100 486837 777 SH SOLE 566 0 211 INSTALLED BUILDING PRODUCTS COM 45780R101 18037879 69717 SH SOLE 50361 0 19356 ICON PLC COM G4705A100 750176 2233 SH SOLE 1627 0 606 INTERDIGITAL INC PA COM COM 45867G101 10007 94 SH SOLE 94 0 0 ILLUMINA INC COM 452327109 494077 3598 SH SOLE 2615 0 983 IMMUNOVANT INC COM 45258J102 9783113 302789 SH SOLE 218858 0 83931 INDIE SEMICONDUCTOR INC COM 45569U101 19625923 2772023 SH SOLE 2031291 0 740732 INSMED INC COM 457669307 17096756 630179 SH SOLE 460115 0 170064 IRONWOOD PHARMACEUTICALS INC COM 46333X108 7166144 822749 SH SOLE 594426 0 228323 INTRA CELLULAR THERAPIES COM 46116X101 27791481 401611 SH SOLE 291082 0 110529 INTEGER HOLDINGS CORP COM 45826H109 2283078 19567 SH SOLE 16453 0 3114 JACK IN THE BOX INC COM 466367109 17368582 253630 SH SOLE 183479 0 70151 KALVISTA PHARMACEUTICALS INC COM 483497103 7960147 671176 SH SOLE 482841 0 188335 KEYSIGHT TECHNO COM 49338L103 661331 4229 SH SOLE 3071 0 1158 KULICKE AND SOFFA INDUSTRIES COM 501242101 14147725 281211 SH SOLE 202995 0 78216 KINSALE CAPITAL GROUP INC COM 49714P108 750903 1431 SH SOLE 1064 0 367 KITE REALTY GROUP INC COM 49803T300 44943 2073 SH SOLE 2073 0 0 KRATOS DEFENSE AND SECURITY COM 50077B207 33645472 1830548 SH SOLE 1341976 0 488572 L3 HARRIS TECHNOLOGIES INC COM 502431109 795076 3731 SH SOLE 2711 0 1020 LUMENTUM HOLDINGS INC COM 55024U109 14100972 297803 SH SOLE 212118 0 85685 LIVANOVA PLC COM G5509L101 39454314 705297 SH SOLE 513902 0 191395 ELI LILLY & CO COM 532457108 566355 728 SH SOLE 728 0 0 CHENIERE ENERGY INC COM 16411R208 1726019 10702 SH SOLE 8585 0 2117 LANTHEUS HOLDINGS INC COM 516544103 303358 4874 SH SOLE 3541 0 1333 LIGHT & WONDER INC COM 80874P109 18555470 181756 SH SOLE 130978 0 50778 LPL FINANCIAL HOLDINGS INC COM 50212V100 853102 3229 SH SOLE 2351 0 878 LOUISIANA-PACIFIC CORPORATION COM 546347105 23184836 276306 SH SOLE 199681 0 76625 LATTICE SEMICONDUCTOR CORPORATION COM 518415104 245799 3142 SH SOLE 2283 0 859 LULULEMON ATHLETICA INC COM 550021109 846539 2167 SH SOLE 1793 0 374 MEDIAALPHA INC COM 58450V104 23670 1162 SH SOLE 1162 0 0 MOELIS & CO COM 60786M105 25706875 452825 SH SOLE 327101 0 125724 MONGODB INC COM 60937P106 1415552 3947 SH SOLE 3212 0 735 MADRIGAL PHARMACEUTICALS INC COM 558868105 27137406 101623 SH SOLE 73368 0 28255 MONTROSE ENVIRONMENTAL GROUP COM 615111101 28148267 718618 SH SOLE 518668 0 199950 META PLATFORMS INC COM 30303M102 2641555 5440 SH SOLE 5440 0 0 MERIT MED SYS INC COM 589889104 28201119 372292 SH SOLE 271175 0 101117 MP MATERIALS CORP COM 553368101 1381723 96624 SH SOLE 85174 0 11450 MID PENN BANCORP INC COM 59540G107 3802 190 SH SOLE 190 0 0 MONOLITHICPOWER SYSTEMS INC COM 609839105 646259 954 SH SOLE 694 0 260 MODERNA INC COM 60770K107 340992 3200 SH SOLE 2326 0 874 MSCI INC COM 55354G100 599682 1070 SH SOLE 783 0 287 MICROSOFT CORP COM 594918104 7774064 18478 SH SOLE 18478 0 0 MATCH GROUP INC COM 57667L107 1164515 32098 SH SOLE 27017 0 5081 METTLER-TOLEDO INTERNATIONAL INC COM 592688105 802768 603 SH SOLE 440 0 163 MATADOR RESOURCES CO COM 576485205 11033475 165246 SH SOLE 119108 0 46138 MACOM TECHNOLOGY SOLUTIONS COM 55405Y100 27033411 282658 SH SOLE 204248 0 78410 MASTEC INC COM 576323109 863868 9264 SH SOLE 6729 0 2535 NEOGENOMICS INC COM 64049M209 29960811 1905904 SH SOLE 1377627 0 528277 CLOUDFLARE INC COM 18915M107 490057 5061 SH SOLE 3679 0 1382 NEW FORTRESS ENERGY INC COM 644393100 1312280 42899 SH SOLE 36768 0 6131 NETFLIX INC COM 64110L106 482827 795 SH SOLE 795 0 0 NORTHERN OIL AND GAS COM 665531307 19135601 482248 SH SOLE 352639 0 129609 NAPCO SECURITY COM 630402105 8987567 223794 SH SOLE 162386 0 61408 NVIDIA CORPORATION COM 67066G104 6889659 7625 SH SOLE 7625 0 0 NV5 GLOBAL INC COM 62945V109 27823177 283881 SH SOLE 204674 0 79207 OCULAR THERAPEUTIX INC COM 67576A100 188989 20768 SH SOLE 20768 0 0 ORTHOFIX MEDICAL INC COM 68752M108 11110755 765204 SH SOLE 552048 0 213156 OLLIES BARGAIN OUTLET HOLDINGS COM 681116109 15019315 188756 SH SOLE 136306 0 52450 ONTO INNOVATION INC COM 683344105 28113032 155252 SH SOLE 112095 0 43157 ONESPAWORLD HOLDINGS LIMITED COM P73684113 766679 57950 SH SOLE 57950 0 0 PALO ALTO NETWORKS, INC COM 697435105 1063783 3744 SH SOLE 3499 0 245 PDF SOLUTIONS INC COM 693282105 30748521 913232 SH SOLE 658854 0 254378 IMPINJ INC COM 453204109 21057827 163989 SH SOLE 118230 0 45759 PINTEREST INC COM 72352L106 1268125 36577 SH SOLE 31944 0 4633 PALOMAR HOLDINGS INC COM 69753M105 37722578 449989 SH SOLE 331471 0 118518 PALANTIR TECHNOLOGIES INC COM 69608A108 434015 18862 SH SOLE 13698 0 5164 PINNACLE FINL PARTNERS INC COM 72346Q104 34953 407 SH SOLE 407 0 0 POOL CORP COM 73278L105 309081 766 SH SOLE 562 0 204 PACIFIC PREMIER BANCORP COM 69478X105 5500200 229175 SH SOLE 164583 0 64592 PERFICIENT INC COM 71375U101 7324230 130116 SH SOLE 93750 0 36366 PRIVIA HEALTH GROUP INC COM 74276R102 6294757 321325 SH SOLE 225708 0 95617 PURE STORAGE COM 74624M102 283917 5461 SH SOLE 3970 0 1491 PORTILLOS INC COM 73642K106 13364097 942461 SH SOLE 682836 0 259625 QUANTERIX CORP COM 74766Q101 16620331 705447 SH SOLE 505938 0 199509 Q2 HOLDINGS INC COM 74736L109 32814102 624317 SH SOLE 446767 0 177550 ULTRAGENYX PHARMACEUTICAL INC COM 90400D108 22791163 488138 SH SOLE 353323 0 134815 RADNET INC COM 750491102 32649838 670979 SH SOLE 483768 0 187211 REGENERAN PHARM COM 75886F107 538032 559 SH SOLE 559 0 0 REPLIMUNE GROUP INC COM 76029N106 4021429 492219 SH SOLE 342324 0 149895 RYMAN HOSPITALITY PROPERTIES COM 78377T107 16071154 139012 SH SOLE 102942 0 36070 RAMBUS INC COM 750917106 22539882 364664 SH SOLE 263816 0 100848 RESMED INC COM 761152107 977278 4935 SH SOLE 3586 0 1349 ROCKWELL AUTOMATION INC COM 773903109 270128 927 SH SOLE 705 0 222 RAPID7 INC COM 753422104 13432007 273899 SH SOLE 197512 0 76387 RXO INC COM 74982T103 9658033 441611 SH SOLE 318969 0 122642 CHARLES SCHWAB CORP COM 808513105 591452 8176 SH SOLE 8176 0 0 SKYWARD SPECIALTY INSURANCE COM 830940102 30575193 817300 SH SOLE 593177 0 224123 SKYWATER TECHNOLOGY INC COM 83089J108 11930966 1173153 SH SOLE 870566 0 302587 SOLENO THERAPEUTICS INC COM 834203309 12856093 300376 SH SOLE 216577 0 83799 SUPER MICRO COMPUTER INC COM 86800U104 90579490 89680 SH SOLE 64454 0 25226 SIMPLY GOOD FOODS CO COM 82900L102 6753083 198445 SH SOLE 125360 0 73085 SUN COUNTRY AIRLINES HOLDING COM 866683105 14278022 946191 SH SOLE 682212 0 263979 SNOWFLAKE INC CLASS A COM 833445109 320614 1984 SH SOLE 1984 0 0 S&P GLOBAL INC COM 78409V104 517347 1216 SH SOLE 887 0 329 SPOTIFY TECHNOLOGY S.A. COM L8681T102 605387 2294 SH SOLE 1670 0 624 SAREPTA THERAPEUTICS INC COM 803607100 239889 1853 SH SOLE 1350 0 503 CONSTELLATION BRANDS INC COM 21036P108 1310698 4823 SH SOLE 4176 0 647 SAVERS VALUE VILLAGE INC COM 80517M109 24152789 1252738 SH SOLE 916234 0 336504 LATHAM GROUP INC COM 51819L107 418806 105759 SH SOLE 105759 0 0 SYNAPTICS INC COM 87157D109 12650800 129672 SH SOLE 92402 0 37270 THE BANCORP INC COM 05969A105 6852943 204810 SH SOLE 148388 0 56422 TIDEWATER INC COM 88642R109 18565692 201801 SH SOLE 147604 0 54197 TENABLE HOLDING COM 88025T102 42786114 865590 SH SOLE 632130 0 233460 TERADYNE INC COM 880770102 333525 2956 SH SOLE 2148 0 808 TEVA PHARMACEUTICAL INDUSTRIES LIMITED COM 881624209 1460187 103486 SH SOLE 85639 0 17847 MILLICOM INTL CELLULAR S A SHS NEW COM L6388F110 445 22 SH SOLE 22 0 0 TJX COS. COM 872540109 1310549 12922 SH SOLE 12922 0 0 TREACE MEDICAL CONCEPTS INC COM 89455T109 20382704 1561893 SH SOLE 1125906 0 435987 TRANSMEDICS GROUP INC COM 89377M109 38701675 523420 SH SOLE 381347 0 142073 TRINET GROUP IN COM 896288107 34473766 260199 SH SOLE 187132 0 73067 LENDINGTREE INC COM 52603B107 14549929 343645 SH SOLE 248349 0 95296 TREX INC COM 89531P105 990119 9926 SH SOLE 7311 0 2615 TARGA RESOURCES CORP COM 87612G101 288038 2572 SH SOLE 1870 0 702 TRINITY CAPITAL INC COM 896442308 11003100 749530 SH SOLE 542479 0 207051 TRIMBLE NAVIGA COM 896239100 251133 3902 SH SOLE 2836 0 1066 TERRENO REALTY CORP COM 88146M101 14433567 217373 SH SOLE 157165 0 60208 T ROWE PRICE GROUP INC COM 74144T108 161178 1322 SH SOLE 963 0 359 TESLA MOTORS, INC COM 88160R101 576767 3281 SH SOLE 3281 0 0 THE TRADE DESK COM 88339J105 601100 6876 SH SOLE 4994 0 1882 TETRA TECHNOLOGIES COM 88162F105 11123278 2510898 SH SOLE 1796934 0 713964 TAKE TWO INTERACTIVE SOFTWARE COM 874054109 852184 5739 SH SOLE 4162 0 1577 TRAVERE THERAPEUTICS INC COM 89422G107 13487882 1749401 SH SOLE 1259863 0 489538 UNTIY SOFTWARE INC COM 91332U101 337862 12654 SH SOLE 9198 0 3456 UBER TECHNOLOGIES INC COM 90353T100 680669 8841 SH SOLE 8841 0 0 ULTA BEAUTY INC COM 90384S303 421964 807 SH SOLE 588 0 219 UNITEDHEALTH GROUP INC COM 91324P102 662898 1340 SH SOLE 1340 0 0 UTZ BRANDS INC COM 918090101 14692863 796793 SH SOLE 580163 0 216630 VISA INC-CLASS A COM 92826C839 1079481 3868 SH SOLE 3868 0 0 VALARIS LTD COM G9460G101 17004997 225950 SH SOLE 161656 0 64294 VISTEON CORP COM 92839U206 12161344 103404 SH SOLE 74940 0 28464 VEEVA SYSTEMS INC COM 922475108 839181 3622 SH SOLE 2632 0 990 VIKING THERAPEUTICS INC COM 92686J106 25502574 311007 SH SOLE 224314 0 86693 VARONIS SYSTEMS INC COM 922280102 47546841 1007989 SH SOLE 727917 0 280072 VERISK ANALYTICS INC COM 92345Y106 242330 1028 SH SOLE 751 0 277 WESTERN ALLIANCE BANCORP COM 957638109 1620990 25253 SH SOLE 21590 0 3663 WEATHERFORD INTERNATIONAL PUBLIC LIMITED COM G48833118 13587704 117724 SH SOLE 83703 0 34021 CACTUS INC COM 127203107 13486332 269242 SH SOLE 197357 0 71885 WILLSCOT MOBILE MINI HOLDING COM 971378104 1363938 29332 SH SOLE 24417 0 4915 XPO LOGISTICS COM 983793100 1185033 9711 SH SOLE 8294 0 1417 CLEAR SECURE INC COM 18467V109 6708856 315414 SH SOLE 226647 0 88767 ZUORA INC COM 98983V106 11813847 1295378 SH SOLE 942238 0 353140 ZEVIA PBC COM 98955K104 1413647 1208245 SH SOLE 870119 0 338126