0001062993-23-002291.txt : 20230207
0001062993-23-002291.hdr.sgml : 20230207
20230206174039
ACCESSION NUMBER: 0001062993-23-002291
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20221231
FILED AS OF DATE: 20230207
DATE AS OF CHANGE: 20230206
EFFECTIVENESS DATE: 20230207
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: WCM INVESTMENT MANAGEMENT, LLC
CENTRAL INDEX KEY: 0001061186
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: 23591761
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
12-31-2022
12-31-2022
WCM INVESTMENT MANAGEMENT, LLC
281 BROOKS STREET
LAGUNA BEACH
CA
92651
13F HOLDINGS REPORT
028-07104
000104702
801-11916
N
David Joerger
Chief Compliance Officer
949-380-0200
/s/ David Joerger
Laguna Beach
CA
02-06-2023
0
213
29975372083
false
INFORMATION TABLE
2
form13fInfoTable.xml
FORM 13F INFORMATION TABLE
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
1322523794
4956243
SH
SOLE
4933310
0
22933
ACI WORLDWIDE INC
COM
004498101
9802876
426212
SH
SOLE
357526
0
68686
ADAPTHEALTH CORP
COMMON STOCK
00653Q102
12665672
658984
SH
SOLE
518066
0
140918
ADDUS HOMECARE CORP
COM
006739106
51188500
514509
SH
SOLE
514509
0
0
ADVANCED MICRO DEVICES INC
COM
007903107
12415761
191690
SH
SOLE
191690
0
0
ALCON AG
ORD SHS
H01301128
319116725
4655240
SH
SOLE
4641872
0
13368
AMAZON COM INC
COM
023135106
308575512
3673518
SH
SOLE
3209053
236710
227755
AMERICAN TOWER CORP NEW
COM
03027X100
1001034
4640
SH
SOLE
4640
0
0
AMERICAN WOODMARK CORPORATIO
COM
030506109
20689278
423440
SH
SOLE
423440
0
0
AMERICAS CAR-MART INC
COM
03062T105
17576089
243234
SH
SOLE
243234
0
0
AMPHENOL CORP NEW
CL A
032095101
634322492
8331002
SH
SOLE
7215789
565250
549963
AON PLC
SHS CL A
G0403H108
1531996240
5104272
SH
SOLE
5080732
0
23540
API GROUP CORP
COM STK
00187Y100
7641694
406257
SH
SOLE
406257
0
0
ARROWHEAD PHARMACEUTICALS IN
COM
04280A100
5966457
147102
SH
SOLE
134333
0
12769
ASHLAND INC
COM
044186104
2760833
25675
SH
SOLE
25675
0
0
ASML HOLDING N V
N Y REGISTRY SHS
N07059210
1153687570
2111434
SH
SOLE
2102304
0
9130
ASTRAZENECA PLC
SPONSORED ADR
046353108
316719892
4671385
SH
SOLE
4666083
0
5302
ATLASSIAN CORPORATION
CL A
049468101
1222943451
9503757
SH
SOLE
9170717
152204
180836
ATRICURE INC
COM
04963C209
8414182
189594
SH
SOLE
152480
0
37114
AVIENT CORPORATION
COM
05368V106
11734706
347592
SH
SOLE
277432
0
70160
AXON ENTERPRISE INC
COM
05464C101
13386735
80677
SH
SOLE
62437
0
18240
AXSOME THERAPEUTICS INC
COM
05464T104
6844439
88739
SH
SOLE
75165
0
13574
AZEK CO INC
CL A
05478C105
13385150
658718
SH
SOLE
658718
0
0
AZENTA INC
COM
114340102
50960839
875315
SH
SOLE
830280
0
45035
BAIDU INC
SPON ADR REP A
056752108
779042
6811
SH
SOLE
6811
0
0
BAKER HUGHES COMPANY
CL A
05722G100
2310929
78257
SH
SOLE
78257
0
0
BEACON ROOFING SUPPLY INC
COM
073685109
25679537
486447
SH
SOLE
486447
0
0
BILL COM HLDGS INC
COM
090043100
188308921
1728239
SH
SOLE
1499029
104840
124370
BOOT BARN HLDGS INC
COM
099406100
11568388
185035
SH
SOLE
147013
0
38022
BOOZ ALLEN HAMILTON HLDG COR
CL A
099502106
283404099
2711482
SH
SOLE
2350814
184270
176398
BRIDGEBIO PHARMA INC
COM
10806X102
2802567
367791
SH
SOLE
290844
0
76947
BROOKFIELD ASSET MANAGMT LTD
CL A LMT VTG SHS
113004105
774807
27025
SH
SOLE
27025
0
0
BROOKFIELD CORP
CL A LTD VT SH
11271J107
1056616
33586
SH
SOLE
33586
0
0
BROWN & BROWN INC
COM
115236101
5492933
96418
SH
SOLE
96418
0
0
CAESARS ENTERTAINMENT INC NE
COM
12769G100
11801837
283698
SH
SOLE
222917
0
60781
CANADIAN NAT RES LTD
COM
136385101
1284964
23140
SH
SOLE
23140
0
0
CANADIAN PAC RY LTD
COM
13645T100
2257290898
30262648
SH
SOLE
29586742
282590
393316
CARMAX INC
COM
143130102
2499291
41046
SH
SOLE
41046
0
0
CASEYS GEN STORES INC
COM
147528103
14847259
66179
SH
SOLE
50005
0
16174
CDW CORP
COM
12514G108
212153
1188
SH
SOLE
1188
0
0
CGI INC
CL A SUB VTG
12532H104
1435959
16672
SH
SOLE
16672
0
0
CHUBB LIMITED
COM
H1467J104
1947898
8830
SH
SOLE
8830
0
0
CI&T INC
COM CL A
G21307106
11602286
1784967
SH
SOLE
1784967
0
0
CIAN PLC
ADS
83418T108
0
1898407
SH
SOLE
1898407
0
0
CLARUS CORP NEW
COM
18270P109
4896778
624589
SH
SOLE
489691
0
134898
CONTROLADORA VUELA COMP DE A
SPON ADR RP 10
21240E105
21198561
2535713
SH
SOLE
2535713
0
0
CORTEVA INC
COM
22052L104
271849741
4624868
SH
SOLE
4024048
306960
293860
COSTCO WHSL CORP NEW
COM
22160K105
250125937
547921
SH
SOLE
472623
38220
37078
COUPANG INC
CL A
22266T109
17301181
1176151
SH
SOLE
1139752
0
36399
CRANE HLDGS CO
COM
224441105
9406339
93642
SH
SOLE
93642
0
0
CREDICORP LTD
COM
G2519Y108
1845383
13603
SH
SOLE
13603
0
0
CRYOPORT INC
COM PAR $0.001
229050307
4801439
276740
SH
SOLE
226835
0
49905
CSW INDUSTRIALS INC
COM
126402106
9115344
78628
SH
SOLE
78628
0
0
CSX CORP
COM
126408103
11646064
375922
SH
SOLE
375922
0
0
CUBESMART
COM
229663109
2073801
51523
SH
SOLE
1411
0
50112
CUSHMAN WAKEFIELD PLC
SHS
G2717B108
22489465
1804933
SH
SOLE
1804933
0
0
DATADOG INC
CL A COM
23804L103
360306188
4902125
SH
SOLE
4273246
320850
308029
DESCARTES SYS GROUP INC
COM
249906108
205746
2954
SH
SOLE
2954
0
0
DEXCOM INC
COM
252131107
16578789
146404
SH
SOLE
146404
0
0
DOCGO INC
COM
256086109
7274726
1028957
SH
SOLE
1028957
0
0
DORMAN PRODS INC
COM
258278100
24089151
297875
SH
SOLE
297875
0
0
E2OPEN PARENT HOLDINGS INC
COM CL A
29788T103
15630742
2662818
SH
SOLE
2662818
0
0
EAST WEST BANCORP INC
COM
27579R104
2348676
35640
SH
SOLE
35
0
35605
ELASTIC N V
ORD SHS
N14506104
14086538
273525
SH
SOLE
273525
0
0
ELEMENT SOLUTIONS INC
COM
28618M106
35864805
1971677
SH
SOLE
1971677
0
0
EMCOR GROUP INC
COM
29084Q100
30557611
206317
SH
SOLE
206317
0
0
ENDAVA PLC
ADS
29260V105
39565418
517195
SH
SOLE
510385
0
6810
ENSTAR GROUP LIMITED
SHS
G3075P101
31051314
134398
SH
SOLE
134398
0
0
ENTEGRIS INC
COM
29362U104
228120905
3477983
SH
SOLE
3037804
223080
217099
EPAM SYS INC
COM
29414B104
1118936479
3414098
SH
SOLE
3394501
0
19597
EPLUS INC
COM
294268107
31207703
704781
SH
SOLE
704781
0
0
EURONET WORLDWIDE INC
COM
298736109
11468963
121519
SH
SOLE
96494
0
25025
FABRINET
SHS
G3323L100
45940970
358298
SH
SOLE
347215
0
11083
FATE THERAPEUTICS INC
COM
31189P102
1869405
185273
SH
SOLE
155888
0
29385
FERGUSON PLC NEW
SHS
G3421J106
194184742
1529375
SH
SOLE
1524715
0
4660
FERRARI N V
COM
N3167Y103
394439387
1841282
SH
SOLE
1836480
0
4802
FIVE BELOW INC
COM
33829M101
14583462
82453
SH
SOLE
65077
0
17376
FIVE9 INC
COM
338307101
17460107
257296
SH
SOLE
205871
0
51425
FLOOR & DECOR HLDGS INC
CL A
339750101
320201493
4598614
SH
SOLE
3965655
322170
310789
FOCUS FINL PARTNERS INC
COM CL A
34417P100
38346842
1028893
SH
SOLE
974928
0
53965
FOX FACTORY HLDG CORP
COM
35138V102
11510307
126168
SH
SOLE
99679
0
26489
FRESHWORKS INC
CLASS A COM
358054104
11043547
750751
SH
SOLE
726574
0
24177
GALLAGHER ARTHUR J & CO
COM
363576109
506962566
2688886
SH
SOLE
2321502
186780
180604
GLOBAL BLUE GROUP HOLDING AG
ORD SHS
H33700107
11367909
2455272
SH
SOLE
2455272
0
0
GLOBANT S A
COM
L44385109
60573082
360211
SH
SOLE
352540
0
7671
GODADDY INC
CL A
380237107
5607609
74948
SH
SOLE
74948
0
0
GRACO INC
COM
384109104
3897179
57942
SH
SOLE
57942
0
0
GROCERY OUTLET HLDG CORP
COM
39874R101
26640662
912664
SH
SOLE
912664
0
0
GRUPO AEROPORTUARIO DEL SURE
SPON ADR SER B
40051E202
57693683
247623
SH
SOLE
239638
0
7985
HAYWARD HLDGS INC
COM
421298100
7279915
774459
SH
SOLE
774459
0
0
HDFC BANK LTD
SPONSORED ADS
40415F101
2682425
39211
SH
SOLE
39211
0
0
HEADHUNTER GROUP PLC
SPONSORED ADS
42207L106
0
339894
SH
SOLE
339894
0
0
HEALTH CATALYST INC
COM
42225T107
6265014
589371
SH
SOLE
475082
0
114289
HEICO CORP NEW
COM
422806109
111235
724
SH
SOLE
724
0
0
HEICO CORP NEW
CL A
422806208
308390469
2573137
SH
SOLE
2190656
193570
188911
HILLMAN SOLUTIONS CORP
COM
431636109
11944836
1656704
SH
SOLE
1656704
0
0
IAC INC
COM NEW
44891N208
11002054
247794
SH
SOLE
199376
0
48418
ICICI BANK LIMITED
ADR
45104G104
1277443311
58357392
SH
SOLE
56902294
369760
1085338
ICON PLC
SHS
G4705A100
1143241670
5885414
SH
SOLE
5858642
0
26772
ICU MED INC
COM
44930G107
28015220
177897
SH
SOLE
177897
0
0
ILLUMINA INC
COM
452327109
667260
3300
SH
SOLE
3300
0
0
INGEVITY CORP
COM
45688C107
12885096
182923
SH
SOLE
144002
0
38921
INSMED INC
COM PAR $.01
457669307
5189026
259711
SH
SOLE
225153
0
34558
INTER PARFUMS INC
COM
458334109
36658875
379806
SH
SOLE
379806
0
0
INTUITIVE SURGICAL INC
COM NEW
46120E602
6954558
26209
SH
SOLE
26209
0
0
ISHARES INC
ESG AWR MSCI EM
46434G863
3007000
100000
SH
SOLE
100000
0
0
ISHARES TR
MSCI EAFE ETF
464287465
189364967
2884902
SH
SOLE
2884902
0
0
ISHARES TR
MSCI ACWI ETF
464288257
23184208
273141
SH
SOLE
273141
0
0
ISHARES TR
EAFE GRWTH ETF
464288885
5113464
61049
SH
SOLE
61049
0
0
ISHARES TR
MSCI INDIA ETF
46429B598
768877
18403
SH
SOLE
18403
0
0
JOHN BEAN TECHNOLOGIES CORP
COM
477839104
11023988
120705
SH
SOLE
95113
0
25592
JONES LANG LASALLE INC
COM
48020Q107
3701050
23223
SH
SOLE
23223
0
0
KEROS THERAPEUTICS INC
COM
492327101
3992431
83141
SH
SOLE
65489
0
17652
LAM RESEARCH CORP
COM
512807108
370409970
881299
SH
SOLE
758959
62030
60310
LANCASTER COLONY CORP
COM
513847103
19393801
98296
SH
SOLE
98296
0
0
LANDSTAR SYS INC
COM
515098101
28001044
171891
SH
SOLE
171891
0
0
LESLIES INC
COM
527064109
24472027
2004261
SH
SOLE
2004261
0
0
LINCOLN ELEC HLDGS INC
COM
533900106
4299878
29759
SH
SOLE
29759
0
0
LINDE PLC
SHS
G5494J103
123432057
378417
SH
SOLE
377364
0
1053
LPL FINL HLDGS INC
COM
50212V100
552590183
2556276
SH
SOLE
2221535
170360
164381
LULULEMON ATHLETICA INC
COM
550021109
814473560
2542211
SH
SOLE
2530660
0
11551
MACOM TECH SOLUTIONS HLDGS I
COM
55405Y100
12675418
201261
SH
SOLE
166490
0
34771
MASCO CORP
COM
574599106
3291682
70531
SH
SOLE
70531
0
0
MASTERCARD INCORPORATED
CL A
57636Q104
2445585
7033
SH
SOLE
7033
0
0
MATADOR RES CO
COM
576485205
13532566
236418
SH
SOLE
186192
0
50226
MCKESSON CORP
COM
58155Q103
352211797
938931
SH
SOLE
811122
65050
62759
MERCADOLIBRE INC
COM
58733R102
8749275
10339
SH
SOLE
10339
0
0
MERCURY SYS INC
COM
589378108
11723580
262038
SH
SOLE
203582
0
58456
MERIDIANLINK INC
COMMON STOCK
58985J105
13504540
983579
SH
SOLE
983579
0
0
METTLER TOLEDO INTERNATIONAL
COM
592688105
1390720927
962137
SH
SOLE
916773
21408
23956
MICROSOFT CORP
COM
594918104
363426346
1515413
SH
SOLE
1315148
101600
98665
MKS INSTRS INC
COM
55306N104
3751082
44271
SH
SOLE
44271
0
0
MONSTER BEVERAGE CORP NEW
COM
61174X109
3513040
34601
SH
SOLE
34601
0
0
MSCI INC
COM
55354G100
379430331
815681
SH
SOLE
701289
57910
56482
NANOSTRING TECHNOLOGIES INC
COM
63009R109
3799976
476785
SH
SOLE
386362
0
90423
NATERA INC
COM
632307104
5187755
129145
SH
SOLE
109579
0
19566
NETFLIX INC
COM
64110L106
1769280
6000
SH
SOLE
6000
0
0
NICE LTD
SPONSORED ADR
653656108
953616
4959
SH
SOLE
4959
0
0
NOVANTA INC
COM
67000B104
7424616
54645
SH
SOLE
54645
0
0
NOVO-NORDISK A S
ADR
670100205
484615470
3580726
SH
SOLE
3576986
0
3740
NUVASIVE INC
COM
670704105
10323279
250322
SH
SOLE
209881
0
40441
OLD DOMINION FREIGHT LINE IN
COM
679580100
316594900
1115635
SH
SOLE
968131
75230
72274
OLLIES BARGAIN OUTLET HLDGS
COM
681116109
19411667
414425
SH
SOLE
414425
0
0
PAYCOM SOFTWARE INC
COM
70432V102
12375473
39881
SH
SOLE
39881
0
0
PENUMBRA INC
COM
70975L107
14635198
65788
SH
SOLE
51842
0
13946
PERFORMANCE FOOD GROUP CO
COM
71377A103
17259267
295586
SH
SOLE
229160
0
66426
PERMIAN RESOURCES CORP
CLASS A COM
71424F105
7426620
790066
SH
SOLE
624104
0
165962
PINNACLE FINL PARTNERS INC
COM
72346Q104
12526884
170666
SH
SOLE
129306
0
41360
PLANET FITNESS INC
CL A
72703H101
17630318
223735
SH
SOLE
177876
0
45859
POWER INTEGRATIONS INC
COM
739276103
10196002
142164
SH
SOLE
114572
0
27592
PRIMERICA INC
COM
74164M108
15932768
112345
SH
SOLE
86619
0
25726
PROCORE TECHNOLOGIES INC
COM
74275K108
32790289
695004
SH
SOLE
613265
46500
35239
PTC INC
COM
69370C100
3856765
32129
SH
SOLE
32129
0
0
R1 RCM INC
COM
77634L105
6433815
587563
SH
SOLE
587563
0
0
RELX PLC
SPONSORED ADR
759530108
1686568
60843
SH
SOLE
60843
0
0
REPLIGEN CORP
COM
759916109
271231572
1601982
SH
SOLE
1389612
102490
109880
RESMED INC
COM
761152107
797687879
3832642
SH
SOLE
3815781
0
16861
REXFORD INDL RLTY INC
COM
76169C100
16068203
294074
SH
SOLE
238032
0
56042
ROCKET PHARMACEUTICALS INC
COM
77313F106
4925730
251698
SH
SOLE
207804
0
43894
RYANAIR HOLDINGS PLC
SPONSORED ADS
783513203
472633
6322
SH
SOLE
6322
0
0
SAIA INC
COM
78709Y105
13471730
64249
SH
SOLE
51502
0
12747
SCHLUMBERGER LTD
COM STK
806857108
1704038
31875
SH
SOLE
31875
0
0
SCIENCE APPLICATIONS INTL CO
COM
808625107
9650023
86992
SH
SOLE
79410
0
7582
SERVICENOW INC
COM
81762P102
185354274
477385
SH
SOLE
411763
33425
32197
SHIFT4 PMTS INC
CL A
82452J109
14092067
251959
SH
SOLE
200131
0
51828
SHOCKWAVE MED INC
COM
82489T104
9738306
47363
SH
SOLE
38723
0
8640
SHOPIFY INC
CL A
82509L107
5821978
167732
SH
SOLE
167732
0
0
SIMULATIONS PLUS INC
COM
829214105
1465652
40078
SH
SOLE
40078
0
0
SITEONE LANDSCAPE SUPPLY INC
COM
82982L103
2966084
25282
SH
SOLE
25282
0
0
SMARTSHEET INC
COM CL A
83200N103
14368329
365049
SH
SOLE
296711
0
68338
SNOWFLAKE INC
CL A
833445109
228760416
1593705
SH
SOLE
1388554
104350
100801
SONY GROUP CORPORATION
SPONSORED ADR
835699307
1881980
24672
SH
SOLE
24672
0
0
SP PLUS CORP
COM
78469C103
11397118
328258
SH
SOLE
328258
0
0
SPROUT SOCIAL INC
COM CL A
85209W109
10207460
180791
SH
SOLE
147069
0
33722
SPS COMM INC
COM
78463M107
13379324
104176
SH
SOLE
84249
0
19927
STERIS PLC
SHS USD
G8473T100
1027572903
5563771
SH
SOLE
5538290
0
25481
STEVANATO GROUP S P A
ORD SHS
T9224W109
15380631
855906
SH
SOLE
855906
0
0
STRYKER CORPORATION
COM
863667101
496065565
2028981
SH
SOLE
1745652
142185
141144
SURGERY PARTNERS INC
COM
86881A100
10730976
385175
SH
SOLE
309081
0
76094
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
2931330
39352
SH
SOLE
39352
0
0
TANDEM DIABETES CARE INC
COM NEW
875372203
6771583
150647
SH
SOLE
121714
0
28933
TE CONNECTIVITY LTD
SHS
H84989104
1000597
8716
SH
SOLE
8716
0
0
TETRA TECH INC NEW
COM
88162G103
15386510
105975
SH
SOLE
83160
0
22815
TEXAS ROADHOUSE INC
COM
882681109
12710626
139754
SH
SOLE
112214
0
27540
THERMO FISHER SCIENTIFIC INC
COM
883556102
709028794
1287528
SH
SOLE
1110970
89380
87178
THOMSON REUTERS CORP.
COM NEW
884903709
202743797
1777363
SH
SOLE
1771942
0
5421
THOUGHTWORKS HOLDING INC
COM
88546E105
6736772
661116
SH
SOLE
661116
0
0
TIMKEN CO
COM
887389104
12369017
175025
SH
SOLE
138078
0
36947
TOPGOLF CALLAWAY BRANDS CORP
COM
131193104
11761698
595529
SH
SOLE
469244
0
126285
TRANE TECHNOLOGIES PLC
SHS
G8994E103
1675857
9970
SH
SOLE
9970
0
0
TREX CO INC
COM
89531P105
12505721
295434
SH
SOLE
233406
0
62028
UFP INDUSTRIES INC
COM
90278Q108
14118705
178154
SH
SOLE
140927
0
37227
ULTRAGENYX PHARMACEUTICAL IN
COM
90400D108
4483354
96770
SH
SOLE
73233
0
23537
UNIFIRST CORP MASS
COM
904708104
25017680
129632
SH
SOLE
129632
0
0
UNILEVER PLC
SPON ADR NEW
904767704
460350
9143
SH
SOLE
9143
0
0
UNION PAC CORP
COM
907818108
260328611
1257201
SH
SOLE
1091095
84220
81886
UNITEDHEALTH GROUP INC
COM
91324P102
659542329
1243997
SH
SOLE
1074079
86490
83428
VEEVA SYS INC
CL A COM
922475108
9606306
59526
SH
SOLE
59526
0
0
VERRA MOBILITY CORP
CL A COM STK
92511U102
29553977
2136947
SH
SOLE
2136947
0
0
VIRTUS INVT PARTNERS INC
COM
92828Q109
21786063
113801
SH
SOLE
113801
0
0
VISA INC
COM CL A
92826C839
547623988
2635849
SH
SOLE
2281802
179450
174597
WASTE CONNECTIONS INC
COM
94106B101
1197656879
9034829
SH
SOLE
8523954
246660
264215
WATSCO INC
COM
942622200
3654957
14655
SH
SOLE
14655
0
0
WEX INC
COM
96208T104
15678816
95807
SH
SOLE
75881
0
19926
WILLSCOT MOBIL MINI HLDNG CO
COM CL A
971378104
15446107
341955
SH
SOLE
262685
0
79270
WINGSTOP INC
COM
974155103
13880353
100860
SH
SOLE
81076
0
19784
WNS HLDGS LTD
SPON ADR
92932M101
110523863
1381721
SH
SOLE
1315264
0
66457
WORKDAY INC
CL A
98138H101
585655
3500
SH
SOLE
3500
0
0
WYNDHAM HOTELS & RESORTS INC
COM
98311A105
22866978
320670
SH
SOLE
320670
0
0
YANDEX N V
SHS CLASS A
N97284108
0
1360802
SH
SOLE
1328058
0
32744
YETI HLDGS INC
COM
98585X104
4401457
106547
SH
SOLE
106547
0
0
ZOOMINFO TECHNOLOGIES INC
COMMON STOCK
98980F104
6766530
224727
SH
SOLE
224727
0
0
ZTO EXPRESS CAYMAN INC
SPONSORED ADS A
98980A105
55818744
2077363
SH
SOLE
2011394
0
65969