The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3-D SYS CORP DEL COM NEW 88554D205 9,100 422,472 SH   SOLE   361,452 0 61,020
ABBVIE INC COM 00287Y109 13,185 97,377 SH   SOLE   70,936 0 26,441
ADVANCED DRAIN SYS INC DEL COM 00790R104 173,071 1,271,365 SH   SOLE   1,121,329 0 150,036
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 8,457 37,930 SH   SOLE   25,190 0 12,740
ALPHABET INC CAP STK CL A 02079K305 531,346 183,410 SH   SOLE   159,619 0 23,791
ALPHABET INC CAP STK CL C 02079K107 13,849 4,786 SH   SOLE   3,314 0 1,472
AMAZON COM INC COM 023135106 460,559 138,126 SH   SOLE   120,011 0 18,115
AMEDISYS INC COM 023436108 48,315 298,459 SH   SOLE   253,544 0 44,915
AMERICAN ASSETS TR INC COM 024013104 38,040 1,013,588 SH   SOLE   861,138 0 152,450
AMERICAN FINL GROUP INC OHIO COM 025932104 90,670 660,280 SH   SOLE   567,950 0 92,330
AMERICAN INTL GROUP INC COM NEW 026874784 6,334 111,400 SH   SOLE   75,200 0 36,200
AMETEK INC COM 031100100 181,692 1,235,667 SH   SOLE   1,054,328 0 181,339
ANALOG DEVICES INC COM 032654105 5,085 28,930 SH   SOLE   19,130 0 9,800
APPLE INC COM 037833100 741,332 4,174,871 SH   SOLE   3,621,762 0 553,109
APPLIED MATLS INC COM 038222105 135,141 858,799 SH   SOLE   754,261 0 104,538
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 53,791 661,882 SH   SOLE   562,417 0 99,465
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101 355,285 2,640,934 SH   SOLE   2,325,601 0 315,333
ATKORE INC COM 047649108 194,170 1,746,289 SH   SOLE   1,545,999 0 200,290
ATLASSIAN CORP PLC CL A G06242104 850 2,229 SH   SOLE   2,229 0 0
AVALARA INC COM 05338G106 90,472 700,733 SH   SOLE   591,936 0 108,797
AVANTOR INC COM 05352A100 117,477 2,787,784 SH   SOLE   2,425,258 0 362,526
AVERY DENNISON CORP COM 053611109 5,590 25,813 SH   SOLE   25,813 0 0
AVIENT CORPORATION COM 05368V106 36,867 658,920 SH   SOLE   561,860 0 97,060
AXALTA COATING SYS LTD COM G0750C108 64,694 1,953,316 SH   SOLE   1,683,996 0 269,320
AZENTA INC COM 114340102 26,041 252,551 SH   SOLE   215,781 0 36,770
BILL COM HLDGS INC COM 090043100 24,003 96,340 SH   SOLE   84,260 0 12,080
BIO RAD LABS INC CL A 090572207 250,637 331,719 SH   SOLE   292,593 0 39,126
BIOGEN INC COM 09062X103 969 4,039 SH   SOLE   637 0 3,402
BK OF AMERICA CORP COM 060505104 5,936 133,416 SH   SOLE   100,176 0 33,240
BLACK KNIGHT INC COM 09215C105 957 11,550 SH   SOLE   11,550 0 0
BLACKLINE INC COM 09239B109 22,701 219,248 SH   SOLE   186,848 0 32,400
BLACKROCK INC COM 09247X101 6,999 7,645 SH   SOLE   5,090 0 2,555
BLUEPRINT MEDICINES CORP COM 09627Y109 117,681 1,098,691 SH   SOLE   949,691 0 149,000
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 45,728 539,314 SH   SOLE   468,498 0 70,816
BOSTON SCIENTIFIC CORP COM 101137107 3,447 81,153 SH   SOLE   70,296 0 10,857
BRIGHT HORIZONS FAM SOL IN D COM 109194100 4,714 37,450 SH   SOLE   37,450 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 5,932 95,140 SH   SOLE   95,140 0 0
BROADCOM INC COM 11135F101 26,320 39,555 SH   SOLE   29,063 0 10,492
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 69,120 1,144,756 SH   SOLE   918,022 0 226,734
BRP GROUP INC COM CL A 05589G102 36,720 1,016,888 SH   SOLE   871,744 0 145,144
BRP INC COM SUN VTG 05577W200 91,273 1,040,625 SH   SOLE   912,741 0 127,884
BUNGE LIMITED COM G16962105 6,130 65,660 SH   SOLE   46,650 0 19,010
CATALENT INC COM 148806102 75,386 588,819 SH   SOLE   511,679 0 77,140
CELANESE CORP DEL COM 150870103 58,339 347,133 SH   SOLE   293,608 0 53,525
CF INDS HLDGS INC COM 125269100 5,570 78,690 SH   SOLE   53,110 0 25,580
CHURCHILL DOWNS INC COM 171484108 49,824 206,826 SH   SOLE   175,856 0 30,970
CIENA CORP COM NEW 171779309 728 9,460 SH   SOLE   9,460 0 0
CINTAS CORP COM 172908105 26,492 59,778 SH   SOLE   55,423 0 4,355
CIRRUS LOGIC INC COM 172755100 617 6,700 SH   SOLE   6,700 0 0
CISCO SYS INC COM 17275R102 8,139 128,430 SH   SOLE   85,250 0 43,180
COCA COLA CO COM 191216100 6,567 110,905 SH   SOLE   73,630 0 37,275
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 43,178 590,025 SH   SOLE   514,979 0 75,046
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 53,119 598,727 SH   SOLE   509,661 0 89,066
COMCAST CORP NEW CL A 20030N101 827 16,434 SH   SOLE   1,905 0 14,529
CONOCOPHILLIPS COM 20825C104 76,553 1,060,590 SH   SOLE   877,063 0 183,527
COOPER COS INC COM NEW 216648402 57,358 136,913 SH   SOLE   118,624 0 18,289
COPART INC COM 217204106 96,692 637,723 SH   SOLE   571,713 0 66,010
COSTAR GROUP INC COM 22160N109 5,888 74,500 SH   SOLE   74,500 0 0
COSTCO WHSL CORP NEW COM 22160K105 132,506 233,408 SH   SOLE   197,339 0 36,069
CSX CORP COM 126408103 1,075 28,590 SH   SOLE   28,590 0 0
CVS HEALTH CORP COM 126650100 6,409 62,125 SH   SOLE   41,250 0 20,875
DANAHER CORPORATION COM 235851102 10,573 32,136 SH   SOLE   29,309 0 2,827
DEVON ENERGY CORP NEW COM 25179M103 97,207 2,206,742 SH   SOLE   1,979,672 0 227,070
DEXCOM INC COM 252131107 118,357 220,424 SH   SOLE   184,279 0 36,145
DIAMONDBACK ENERGY INC COM 25278X109 50,518 468,407 SH   SOLE   412,647 0 55,760
DISNEY WALT CO COM 254687106 1,227 7,921 SH   SOLE   920 0 7,001
DOUGLAS EMMETT INC COM 25960P109 116,868 3,488,589 SH   SOLE   3,051,309 0 437,280
ELANCO ANIMAL HEALTH INC COM 28414H103 58,690 2,068,021 SH   SOLE   1,874,461 0 193,560
ENCORE WIRE CORP COM 292562105 94,804 662,502 SH   SOLE   591,413 0 71,089
ENDEAVOR GROUP HLDGS INC CL A COM 29260Y109 45,200 1,295,495 SH   SOLE   1,116,957 0 178,538
ENPHASE ENERGY INC COM 29355A107 14,097 77,058 SH   SOLE   67,398 0 9,660
ESSENTIAL PPTYS RLTY TR INC COM 29670E107 920 31,900 SH   SOLE   31,900 0 0
ESSEX PPTY TR INC COM 297178105 66,718 189,416 SH   SOLE   164,706 0 24,710
ETSY INC COM 29786A106 17,493 79,899 SH   SOLE   79,899 0 0
EXPEDIA GROUP INC COM NEW 30212P303 46,529 257,462 SH   SOLE   223,882 0 33,580
F5 INC COM 315616102 64,232 262,482 SH   SOLE   229,052 0 33,430
FAIR ISAAC CORP COM 303250104 3,220 7,426 SH   SOLE   6,401 0 1,025
FATE THERAPEUTICS INC COM 31189P102 28,064 479,648 SH   SOLE   440,718 0 38,930
FIDELITY NATL INFORMATION SV COM 31620M106 92,427 846,792 SH   SOLE   713,284 0 133,508
FIRST CTZNS BANCSHARES INC N CL A 31946M103 25,689 30,957 SH   SOLE   26,894 0 4,063
FIRST INTST BANCSYSTEM INC COM CL A 32055Y201 635 15,620 SH   SOLE   15,620 0 0
FIVE BELOW INC COM 33829M101 111,026 536,644 SH   SOLE   466,404 0 70,240
FIVE9 INC COM 338307101 18,695 136,143 SH   SOLE   116,343 0 19,800
FLUENCE ENERGY INC COM CL A 34379V103 711 20,000 SH   SOLE   2,320 0 17,680
FLYWIRE CORPORATION COM VTG 302492103 23,466 616,562 SH   SOLE   527,122 0 89,440
FMC CORP COM NEW 302491303 42,564 387,335 SH   SOLE   338,200 0 49,135
FORTINET INC COM 34959E109 230,320 640,847 SH   SOLE   557,942 0 82,905
FREEPORT-MCMORAN INC CL B 35671D857 622 14,910 SH   SOLE   14,910 0 0
GALLAGHER ARTHUR J & CO COM 363576109 147,010 866,449 SH   SOLE   774,854 0 91,595
GARTNER INC COM 366651107 58,718 175,635 SH   SOLE   155,095 0 20,540
GLOBAL PMTS INC COM 37940X102 136,507 1,009,817 SH   SOLE   926,049 0 83,768
HAEMONETICS CORP MASS COM 405024100 68,298 1,287,677 SH   SOLE   1,107,211 0 180,466
HEICO CORP NEW CL A 422806208 2,587 20,130 SH   SOLE   20,130 0 0
HEXCEL CORP NEW COM 428291108 36,467 703,987 SH   SOLE   592,930 0 111,057
HILTON WORLDWIDE HLDGS INC COM 43300A203 18,514 118,690 SH   SOLE   118,690 0 0
HOME DEPOT INC COM 437076102 23,034 55,503 SH   SOLE   36,593 0 18,910
HORIZON THERAPEUTICS PUB L SHS G46188101 76,705 711,814 SH   SOLE   661,704 0 50,110
HUBSPOT INC COM 443573100 168,614 255,805 SH   SOLE   227,610 0 28,195
HUMANA INC COM 444859102 159,561 343,986 SH   SOLE   289,921 0 54,065
IAA INC COM 449253103 37,180 734,496 SH   SOLE   640,946 0 93,550
ICON PLC SHS G4705A100 388,537 1,254,559 SH   SOLE   1,106,233 0 148,326
IDEX CORP COM 45167R104 114,268 483,531 SH   SOLE   415,066 0 68,465
IDEXX LABS INC COM 45168D104 84,766 128,734 SH   SOLE   112,209 0 16,525
ILLINOIS TOOL WKS INC COM 452308109 13,352 54,102 SH   SOLE   39,812 0 14,290
INDEPENDENCE RLTY TR INC COM 45378A106 35,374 1,369,509 SH   SOLE   1,194,469 0 175,040
INNOVIVA INC COM 45781M101 63,540 3,683,485 SH   SOLE   3,156,435 0 527,050
INSULET CORP COM 45784P101 83,598 314,196 SH   SOLE   273,746 0 40,450
INTUIT COM 461202103 120,945 188,030 SH   SOLE   153,006 0 35,024
INVITAE CORP COM 46185L103 14,815 970,218 SH   SOLE   826,148 0 144,070
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108 94,979 8,145,674 SH   SOLE   7,387,904 0 757,770
ISHARES TR RUS 1000 GRW ETF 464287614 1,271 4,158 SH   SOLE   4,158 0 0
ISHARES TR RUS 2000 GRW ETF 464287648 714 2,435 SH   SOLE   2,435 0 0
ISHARES TR RUS MD CP GR ETF 464287481 1,037 8,998 SH   SOLE   8,998 0 0
ITT INC COM 45073V108 67,514 660,667 SH   SOLE   593,069 0 67,598
JOHNSON & JOHNSON COM 478160104 8,540 49,923 SH   SOLE   33,328 0 16,595
JPMORGAN CHASE & CO COM 46625H100 998 6,300 SH   SOLE   6,300 0 0
JUNIPER NETWORKS INC COM 48203R104 43,178 1,209,118 SH   SOLE   1,050,738 0 158,380
LAM RESEARCH CORP COM 512807108 9,309 12,945 SH   SOLE   8,600 0 4,345
LIGHTSPEED COMMERCE INC SUB VTG SHS 53229C107 30,158 745,934 SH   SOLE   690,745 0 55,189
LINCOLN ELEC HLDGS INC COM 533900106 77,254 553,908 SH   SOLE   477,288 0 76,620
LIVE NATION ENTERTAINMENT IN COM 538034109 112,035 936,047 SH   SOLE   845,706 0 90,341
LPL FINL HLDGS INC COM 50212V100 171,243 1,069,670 SH   SOLE   953,653 0 116,017
LULULEMON ATHLETICA INC COM 550021109 31,965 81,659 SH   SOLE   71,154 0 10,505
LUMENTUM HLDGS INC COM 55024U109 105,507 997,515 SH   SOLE   912,405 0 85,110
LYFT INC CL A COM 55087P104 38,176 893,423 SH   SOLE   779,823 0 113,600
MARRIOTT INTL INC NEW CL A 571903202 72,642 439,615 SH   SOLE   358,275 0 81,340
MAXLINEAR INC COM 57776J100 32,944 436,982 SH   SOLE   379,301 0 57,681
MERCADOLIBRE INC COM 58733R102 909 674 SH   SOLE   113 0 561
META PLATFORMS INC CL A 30303M102 317,207 943,087 SH   SOLE   822,801 0 120,286
METROPOLITAN BK HLDG CORP COM 591774104 1,353 12,700 SH   SOLE   12,700 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 11,648 6,863 SH   SOLE   5,792 0 1,071
MGM RESORTS INTERNATIONAL COM 552953101 177,140 3,946,975 SH   SOLE   3,443,699 0 503,276
MICROCHIP TECHNOLOGY INC. COM 595017104 162,884 1,870,944 SH   SOLE   1,568,552 0 302,392
MICROSOFT CORP COM 594918104 533,843 1,587,308 SH   SOLE   1,357,915 0 229,393
MIRATI THERAPEUTICS INC COM 60468T105 43,002 293,148 SH   SOLE   255,857 0 37,291
MKS INSTRS INC COM 55306N104 96,088 551,693 SH   SOLE   476,643 0 75,050
MONGODB INC CL A 60937P106 37,548 70,933 SH   SOLE   61,833 0 9,100
MORGAN STANLEY COM NEW 617446448 135,456 1,379,952 SH   SOLE   1,201,515 0 178,437
MSCI INC COM 55354G100 77,463 126,431 SH   SOLE   112,376 0 14,055
NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 544 7,860 SH   SOLE   7,860 0 0
NATIONAL VISION HLDGS INC COM 63845R107 132,406 2,759,033 SH   SOLE   2,448,545 0 310,488
NETAPP INC COM 64110D104 53,433 580,853 SH   SOLE   505,018 0 75,835
NEUROCRINE BIOSCIENCES INC COM 64125C109 60,149 706,226 SH   SOLE   616,346 0 89,880
NEWMONT CORP COM 651639106 1,551 25,011 SH   SOLE   18,594 0 6,417
NICE LTD SPONSORED ADR 653656108 139,654 459,992 SH   SOLE   422,122 0 37,870
NIKE INC CL B 654106103 1,155 6,929 SH   SOLE   880 0 6,049
NUTANIX INC CL A 67059N108 53,225 1,670,585 SH   SOLE   1,439,688 0 230,897
NVIDIA CORPORATION COM 67066G104 163,746 556,750 SH   SOLE   489,314 0 67,436
NXP SEMICONDUCTORS N V COM N6596X109 713 3,131 SH   SOLE   370 0 2,761
OAK STR HEALTH INC COM 67181A107 471 14,220 SH   SOLE   14,220 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 448 1,249 SH   SOLE   1,249 0 0
OLIN CORP COM PAR $1 680665205 812 14,120 SH   SOLE   14,120 0 0
ON SEMICONDUCTOR CORP COM 682189105 47,690 702,153 SH   SOLE   610,433 0 91,720
OPTION CARE HEALTH INC COM NEW 68404L201 65,882 2,316,543 SH   SOLE   1,966,243 0 350,300
PACIFIC BIOSCIENCES CALIF IN COM 69404D108 17,567 858,583 SH   SOLE   734,233 0 124,350
PACIRA BIOSCIENCES INC COM 695127100 65,795 1,093,482 SH   SOLE   979,612 0 113,870
PALO ALTO NETWORKS INC COM 697435105 108,799 195,415 SH   SOLE   169,930 0 25,485
PALOMAR HLDGS INC COM 69753M105 24,433 377,227 SH   SOLE   323,192 0 54,035
PATRIOT NATL BANCORP INC COM NEW 70336F203 435 27,990 SH   SOLE   27,990 0 0
PAYA HOLDINGS INC COM CL A 70434P103 30,450 4,802,854 SH   SOLE   4,235,507 0 567,347
PAYLOCITY HLDG CORP COM 70438V106 56,153 237,777 SH   SOLE   209,839 0 27,938
PAYPAL HLDGS INC COM 70450Y103 9,318 49,411 SH   SOLE   45,316 0 4,095
PDC ENERGY INC COM 69327R101 37,137 761,322 SH   SOLE   647,372 0 113,950
PEGASYSTEMS INC COM 705573103 43,861 392,250 SH   SOLE   342,320 0 49,930
PEPSICO INC COM 713448108 7,212 41,520 SH   SOLE   27,570 0 13,950
PERELLA WEINBERG PARTNERS CLASS A COM 71367G102 827 64,280 SH   SOLE   64,280 0 0
PLAYA HOTELS & RESORTS NV SHS N70544106 36,266 4,544,594 SH   SOLE   3,880,201 0 664,393
PRIMERICA INC COM 74164M108 29,958 195,459 SH   SOLE   166,188 0 29,271
PS BUSINESS PKS INC CALIF COM 69360J107 47,060 255,524 SH   SOLE   217,164 0 38,360
PURE STORAGE INC CL A 74624M102 54,363 1,670,151 SH   SOLE   1,421,117 0 249,034
QUALCOMM INC COM 747525103 144,175 788,404 SH   SOLE   673,389 0 115,015
QUEST DIAGNOSTICS INC COM 74834L100 76,107 439,902 SH   SOLE   373,842 0 66,060
RANPAK HOLDINGS CORP COM CL A 75321W103 44,350 1,180,144 SH   SOLE   1,009,554 0 170,590
RAYMOND JAMES FINL INC COM 754730109 4,026 40,095 SH   SOLE   40,095 0 0
REVOLVE GROUP INC CL A 76156B107 25,071 447,380 SH   SOLE   391,046 0 56,334
ROCKET PHARMACEUTICALS INC COM 77313F106 44,489 2,037,991 SH   SOLE   1,806,919 0 231,072
ROCKWELL AUTOMATION INC COM 773903109 82,915 237,680 SH   SOLE   206,825 0 30,855
ROSS STORES INC COM 778296103 36,533 319,678 SH   SOLE   277,998 0 41,680
S&P GLOBAL INC COM 78409V104 75,202 159,349 SH   SOLE   126,315 0 33,034
SAIA INC COM 78709Y105 123,957 367,792 SH   SOLE   319,252 0 48,540
SALESFORCE COM INC COM 79466L302 183,573 722,360 SH   SOLE   619,783 0 102,577
SAMSARA INC COM CL A 79589L106 20,511 729,686 SH   SOLE   622,897 0 106,789
SCHWAB CHARLES CORP COM 808513105 61,221 727,951 SH   SOLE   590,506 0 137,445
SEAGEN INC COM 81181C104 77,264 499,769 SH   SOLE   434,234 0 65,535
SEMTECH CORP COM 816850101 28,577 321,348 SH   SOLE   275,119 0 46,229
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 53,780 871,784 SH   SOLE   774,314 0 97,470
SERVICENOW INC COM 81762P102 210,891 324,893 SH   SOLE   281,690 0 43,203
SHIFT4 PMTS INC CL A 82452J109 24,570 424,138 SH   SOLE   361,538 0 62,600
SIGNATURE BK NEW YORK N Y COM 82669G104 76,412 236,227 SH   SOLE   212,727 0 23,500
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 94,007 989,231 SH   SOLE   873,990 0 115,241
SILVERGATE CAP CORP CL A 82837P408 22,461 151,560 SH   SOLE   132,511 0 19,049
SMART GLOBAL HLDGS INC SHS G8232Y101 27,400 385,968 SH   SOLE   334,701 0 51,267
SMARTSHEET INC COM CL A 83200N103 54,928 709,211 SH   SOLE   608,011 0 101,200
SPDR S&P 500 ETF TR TR UNIT 78462F103 297 626 SH   SOLE   626 0 0
SPDR SER TR S&P OILGAS EXP 78468R556 853 8,900 SH   SOLE   8,900 0 0
SPIRIT RLTY CAP INC NEW COM NEW 84860W300 66,805 1,386,287 SH   SOLE   1,248,277 0 138,010
SPLUNK INC COM 848637104 47,461 410,140 SH   SOLE   353,001 0 57,139
STARBUCKS CORP COM 855244109 1,267 10,830 SH   SOLE   1,255 0 9,575
STEPSTONE GROUP INC COM CL A 85914M107 23,133 556,484 SH   SOLE   476,144 0 80,340
SUN CMNTYS INC COM 866674104 8,151 38,820 SH   SOLE   25,790 0 13,030
SVB FINANCIAL GROUP COM 78486Q101 88,913 131,093 SH   SOLE   111,675 0 19,418
TANDEM DIABETES CARE INC COM NEW 875372203 48,466 321,990 SH   SOLE   274,210 0 47,780
TAPESTRY INC COM 876030107 148,459 3,656,629 SH   SOLE   3,212,518 0 444,111
TARGET CORP COM 87612E106 117,622 508,220 SH   SOLE   404,384 0 103,836
TELEDYNE TECHNOLOGIES INC COM 879360105 96,809 221,587 SH   SOLE   193,108 0 28,479
TERADYNE INC COM 880770102 58,207 355,943 SH   SOLE   309,293 0 46,650
TERRENO RLTY CORP COM 88146M101 754 8,840 SH   SOLE   8,840 0 0
TESLA INC COM 88160R101 92,226 87,271 SH   SOLE   74,679 0 12,592
TG THERAPEUTICS INC COM 88322Q108 445 23,400 SH   SOLE   23,400 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 125,994 188,828 SH   SOLE   167,322 0 21,506
TIMKEN CO COM 887389104 3,313 47,820 SH   SOLE   47,820 0 0
TOPBUILD CORP COM 89055F103 113,426 411,099 SH   SOLE   356,149 0 54,950
TRADEWEB MKTS INC CL A 892672106 42,791 427,312 SH   SOLE   363,723 0 63,589
TRANE TECHNOLOGIES PLC SHS G8994E103 144,243 713,970 SH   SOLE   590,536 0 123,434
TRANSDIGM GROUP INC COM 893641100 230,160 361,727 SH   SOLE   310,826 0 50,901
TRANSUNION COM 89400J107 142,747 1,203,807 SH   SOLE   1,051,263 0 152,544
TREX CO INC COM 89531P105 145,507 1,077,588 SH   SOLE   956,428 0 121,160
TURNING POINT THERAPEUTICS I COM 90041T108 32,701 685,549 SH   SOLE   584,759 0 100,790
TWILIO INC CL A 90138F102 54,155 205,646 SH   SOLE   178,956 0 26,690
ULTA BEAUTY INC COM 90384S303 75,937 184,160 SH   SOLE   160,127 0 24,033
UNION PAC CORP COM 907818108 148,957 591,264 SH   SOLE   498,114 0 93,150
UNITEDHEALTH GROUP INC COM 91324P102 399 795 SH   SOLE   795 0 0
VAIL RESORTS INC COM 91879Q109 109,355 333,500 SH   SOLE   289,954 0 43,546
VALERO ENERGY CORP COM 91913Y100 4,586 61,060 SH   SOLE   46,270 0 14,790
VENTAS INC COM 92276F100 227 4,442 SH   SOLE   4,442 0 0
VISA INC COM CL A 92826C839 190,232 877,818 SH   SOLE   736,640 0 141,178
VULCAN MATLS CO COM 929160109 85,952 414,068 SH   SOLE   374,438 0 39,630
WALMART INC COM 931142103 6,617 45,730 SH   SOLE   30,250 0 15,480
WASTE CONNECTIONS INC COM 94106B101 46,508 341,296 SH   SOLE   301,056 0 40,240
WESCO INTL INC COM 95082P105 63,334 481,297 SH   SOLE   418,527 0 62,770
WESTERN ALLIANCE BANCORP COM 957638109 37,122 344,842 SH   SOLE   294,622 0 50,220
WEX INC COM 96208T104 418 2,980 SH   SOLE   2,980 0 0
WILLIAMS COS INC COM 969457100 608 23,330 SH   SOLE   23,330 0 0
WILLIAMS SONOMA INC COM 969904101 58,900 348,252 SH   SOLE   296,207 0 52,045
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 82,624 2,023,112 SH   SOLE   1,748,172 0 274,940
WINGSTOP INC COM 974155103 28,378 164,222 SH   SOLE   140,572 0 23,650
WNS HLDGS LTD SPON ADR 92932M101 32,999 374,058 SH   SOLE   318,957 0 55,101
WORKDAY INC CL A 98138H101 171,462 627,652 SH   SOLE   544,493 0 83,159
WORKIVA INC COM CL A 98139A105 31,955 244,888 SH   SOLE   209,127 0 35,761
WYNDHAM HOTELS & RESORTS INC COM 98311A105 7,046 78,590 SH   SOLE   53,510 0 25,080
XILINX INC COM 983919101 68,736 324,179 SH   SOLE   281,909 0 42,270
ZENDESK INC COM 98936J101 173,663 1,665,189 SH   SOLE   1,448,233 0 216,956
ZOOMINFO TECHNOLOGIES INC COM CL A 98980F104 47,898 746,075 SH   SOLE   636,015 0 110,060
ZYNGA INC CL A 98986T108 79,276 12,386,841 SH   SOLE   10,695,961 0 1,690,880