0001085146-23-004307.txt : 20231113
0001085146-23-004307.hdr.sgml : 20231113
20231113160107
ACCESSION NUMBER: 0001085146-23-004307
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230930
FILED AS OF DATE: 20231113
DATE AS OF CHANGE: 20231113
EFFECTIVENESS DATE: 20231113
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: WESTFIELD CAPITAL MANAGEMENT CO LP
CENTRAL INDEX KEY: 0001177719
IRS NUMBER: 800175963
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-10220
FILM NUMBER: 231398409
BUSINESS ADDRESS:
STREET 1: ONE FINANCIAL CENTER
STREET 2: 23RD FLOOR
CITY: BOSTON
STATE: MA
ZIP: 02111
BUSINESS PHONE: 6174287100
MAIL ADDRESS:
STREET 1: ONE FINANCIAL CENTER
STREET 2: 23RD FLOOR
CITY: BOSTON
STATE: MA
ZIP: 02111
FORMER COMPANY:
FORMER CONFORMED NAME: WESTFIELD CAPITAL MANAGEMENT CO LLC
DATE OF NAME CHANGE: 20020717
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
false
false
0001177719
XXXXXXXX
09-30-2023
09-30-2023
false
WESTFIELD CAPITAL MANAGEMENT CO LP
ONE FINANCIAL CENTER
23RD FLOOR
BOSTON
MA
02111
13F HOLDINGS REPORT
028-10220
000146990
801-69413
N
Brandi McMahon
Vice President, Director of Compliance
617-428-7100
/s/ Brandi McMahon
Boston
MA
11-13-2023
0
234
14680795887
false
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
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COM
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BBG00QKDZ985
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AAON INC
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BBG001S6CZK0
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ADVANCED MICRO DEVICES INC
COM
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ALIGN TECHNOLOGY INC
COM
016255101
BBG001SCF1B9
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SH
SOLE
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ALKERMES PLC
SHS
G01767105
BBG001S6RXM7
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SH
SOLE
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ALPHABET INC
CAP STK CL A
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BBG009S39JY5
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ALPHABET INC
CAP STK CL C
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BBG009S3NB21
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AMAZON COM INC
COM
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BBG001S5PQL7
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AMERICAN INTL GROUP INC
COM NEW
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BBG001S5NJG1
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AMERICOLD REALTY TRUST INC
COM
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BBG001SMQ866
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AMERIPRISE FINL INC
COM
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AMETEK INC
COM
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ANALOG DEVICES INC
COM
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ANTERO MIDSTREAM CORP
COM
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BBG00GBNZ4N9
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COM
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COM
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APPLE INC
COM
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BBG001S5N8V8
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APPLIED MATLS INC
COM
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APTIV PLC
SHS
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ARISTA NETWORKS INC
COM
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ARM HOLDINGS PLC
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AVANTOR INC
COM
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AVERY DENNISON CORP
COM
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AVIENT CORPORATION
COM
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BBG001S6RCD3
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AXALTA COATING SYS LTD
COM
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BBG0060CPLK3
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AXCELIS TECHNOLOGIES INC
COM NEW
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BBG001SF8W86
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AXON ENTERPRISE INC
COM
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BBG001SB2HG5
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AZEK CO INC
CL A
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BBG00RP7FY15
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BANK AMERICA CORP
COM
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BBG001S5P0Y0
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BIO RAD LABS INC
CL A
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BBG001S625W4
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BIO-TECHNE CORP
COM
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BBG001S66C28
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SH
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BLUE OWL CAPITAL INC
COM CL A
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BBG00XV417S7
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BOOKING HOLDINGS INC
COM
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BOOZ ALLEN HAMILTON HLDG COR
CL A
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BBG001T91S76
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SH
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BOX INC
CL A
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BBG001T5R852
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SH
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BRIGHT HORIZONS FAM SOL IN D
COM
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BBG003LFWPT4
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BROADCOM INC
COM
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BBG00KHY5SY8
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BRP INC
COM SUN VTG
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BBG004G49425
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BUILDERS FIRSTSOURCE INC
COM
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BBG001S9CFC7
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CABLE ONE INC
COM
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BBG001SFK9N6
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CADENCE DESIGN SYSTEM INC
COM
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BBG001S65YK1
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CALIX INC
COM
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BBG001T633M8
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CAMTEK LTD
ORD
M20791105
BBG001SBFT84
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CARDINAL HEALTH INC
COM
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BBG001S7PC34
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CASELLA WASTE SYS INC
CL A
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BBG001SB5S05
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CCC INTELLIGENT SOLUTIONS HL
COM
12510Q100
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CDW CORP
COM
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BBG001V18TB6
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CELANESE CORP DEL
COM
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BBG001SJDDG5
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COM
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BBG00VCYVLJ2
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CERIDIAN HCM HLDG INC
COM
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BBG005D7PF43
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SH
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CHAMPIONX CORPORATION
COM
15872M104
BBG00JH9V005
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SH
SOLE
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CHEESECAKE FACTORY INC
COM
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BBG001S71Q75
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SH
SOLE
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CHEVRON CORP NEW
COM
166764100
BBG001S67ZC5
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SH
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CHIPOTLE MEXICAN GRILL INC
COM
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BBG001SP50B3
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SH
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CHURCHILL DOWNS INC
COM
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BBG001S67Z80
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SH
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CINTAS CORP
COM
172908105
BBG001S7CRG1
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SH
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CISCO SYS INC
COM
17275R102
BBG001S6HC62
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SH
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CME GROUP INC
COM
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BBG001S86547
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SH
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COCA COLA CO
COM
191216100
BBG001S5SMQ8
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COGENT COMMUNICATIONS HLDGS
COM NEW
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BBG001SC5GP2
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CONOCOPHILLIPS
COM
20825C104
BBG001S5TZM2
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SH
SOLE
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CONSTELLATION BRANDS INC
CL A
21036P108
BBG001SD31G5
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SH
SOLE
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COOPER COS INC
COM NEW
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BBG001S5Q1H6
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SH
SOLE
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COPART INC
COM
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BBG001S7MTB1
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SH
SOLE
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COSTAR GROUP INC
COM
22160N109
BBG001SD3DY9
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SH
SOLE
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COSTCO WHSL CORP NEW
COM
22160K105
BBG001S9KRQ7
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SH
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CRISPR THERAPEUTICS AG
NAMEN AKT
H17182108
BBG00DBBGRY0
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SH
SOLE
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CSX CORP
COM
126408103
BBG001S5Q7Q3
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SH
SOLE
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CUMMINS INC
COM
231021106
BBG001S5Q9M3
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SH
SOLE
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DANAHER CORPORATION
COM
235851102
BBG001S5QGT0
6757004
27235
SH
SOLE
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0
2605
DATADOG INC
CL A COM
23804L103
BBG003NJHZW5
44938612
493343
SH
SOLE
366110
0
127233
DECKERS OUTDOOR CORP
COM
243537107
BBG001S7GXB9
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135105
SH
SOLE
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DEVON ENERGY CORP NEW
COM
25179M103
BBG001S63VG4
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SH
SOLE
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DEXCOM INC
COM
252131107
BBG001SKZG99
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1847865
SH
SOLE
1491202
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DIAGEO PLC
SPON ADR NEW
25243Q205
BBG001S7V596
73886468
495284
SH
SOLE
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0
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DIAMONDBACK ENERGY INC
COM
25278X109
BBG002PHSZN7
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SH
SOLE
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37190
DOMO INC
COM CL B
257554105
BBG00L2NS125
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SH
SOLE
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DYNATRACE INC
COM NEW
268150109
BBG00PNN7CW9
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1760141
SH
SOLE
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0
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ELI LILLY & CO
COM
532457108
BBG001S5STL8
153627059
286015
SH
SOLE
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0
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EMCOR GROUP INC
COM
29084Q100
BBG001S5QVG1
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SH
SOLE
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0
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EQUINIX INC
COM
29444U700
BBG001SKBNS9
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SH
SOLE
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0
2630
EQUITY LIFESTYLE PPTYS INC
COM
29472R108
BBG001S5T5G5
5714914
89702
SH
SOLE
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0
25050
ESSEX PPTY TR INC
COM
297178105
BBG001S81418
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SH
SOLE
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EZCORP INC
CL A NON VTG
302301106
BBG001S6RN67
493185
59780
SH
SOLE
59780
0
0
F5 INC
COM
315616102
BBG001SCP8D1
120551735
748118
SH
SOLE
672863
0
75255
FABRINET
SHS
G3323L100
BBG001SP57F4
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SH
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0
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FAIR ISAAC CORP
COM
303250104
BBG001S8ZT61
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85643
SH
SOLE
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0
21746
FERGUSON PLC NEW
SHS
G3421J106
BBG00NZ6VPK5
3479856
21158
SH
SOLE
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0
5750
FIRST CTZNS BANCSHARES INC N
CL A
31946M103
BBG001S5R2V7
4395619
3185
SH
SOLE
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0
0
FIVE BELOW INC
COM
33829M101
BBG001TCDMY9
71291733
443081
SH
SOLE
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0
35920
FLOOR & DECOR HLDGS INC
CL A
339750101
BBG007GJ2F90
407250
4500
SH
SOLE
4500
0
0
FLYWIRE CORPORATION
COM VTG
302492103
BBG002030ND3
112065032
3514112
SH
SOLE
3132888
0
381224
FORTINET INC
COM
34959E109
BBG001S77BL6
141560662
2412418
SH
SOLE
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0
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GALLAGHER ARTHUR J & CO
COM
363576109
BBG001S5NKC2
82304621
361096
SH
SOLE
285697
0
75399
GARTNER INC
COM
366651107
BBG001S5SD60
4937676
14370
SH
SOLE
14370
0
0
GE HEALTHCARE TECHNOLOGIES I
COMMON STOCK
36266G107
BBG01BFR8YW0
53081033
780145
SH
SOLE
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0
199564
GENPACT LIMITED
SHS
G3922B107
BBG001SJT2Y2
106733291
2948433
SH
SOLE
2478448
0
469985
GILEAD SCIENCES INC
COM
375558103
BBG001S6Y1X7
7410667
98888
SH
SOLE
71473
0
27415
GLOBAL PMTS INC
COM
37940X102
BBG001SGS2Z8
93443968
809810
SH
SOLE
660717
0
149093
HAEMONETICS CORP MASS
COM
405024100
BBG001S6QB64
50161486
559963
SH
SOLE
481883
0
78080
HALLIBURTON CO
COM
406216101
BBG001S5RS59
30331898
748936
SH
SOLE
551790
0
197146
HEICO CORP NEW
CL A
422806208
BBG001S96YM2
2601199
20130
SH
SOLE
20130
0
0
HERSHEY CO
COM
427866108
BBG001S5S148
6128250
30629
SH
SOLE
22119
0
8510
HEXCEL CORP NEW
COM
428291108
BBG001S5S2J0
95253766
1462293
SH
SOLE
1293839
0
168454
HILTON WORLDWIDE HLDGS INC
COM
43300A203
BBG0058KMH49
56802787
378231
SH
SOLE
278094
0
100137
HOME DEPOT INC
COM
437076102
BBG001S5RTW7
115757211
383099
SH
SOLE
332084
0
51015
HUBBELL INC
COM
443510607
BBG001S5S1L9
133166421
424895
SH
SOLE
373891
0
51004
HUBSPOT INC
COM
443573100
BBG001T53670
95314533
193532
SH
SOLE
158062
0
35470
HUMANA INC
COM
444859102
BBG001S5S1X6
234503
482
SH
SOLE
482
0
0
HUNT J B TRANS SVCS INC
COM
445658107
BBG001S5SFY4
81473257
432173
SH
SOLE
342055
0
90118
ICON PLC
SHS
G4705A100
BBG001SDCL35
136919185
556017
SH
SOLE
456664
0
99353
IDEX CORP
COM
45167R104
BBG001S67N14
74900305
360063
SH
SOLE
322413
0
37650
IDEXX LABS INC
COM
45168D104
BBG001S5S4Y9
63671737
145612
SH
SOLE
107700
0
37912
ILLINOIS TOOL WKS INC
COM
452308109
BBG001S5SDX0
7120725
30918
SH
SOLE
25118
0
5800
IMPINJ INC
COM
453204109
BBG001T313Q3
56260416
1022359
SH
SOLE
916954
0
105405
INNOVIVA INC
COM
45781M101
BBG001SF23V0
26564680
2045010
SH
SOLE
1760721
0
284289
INSPIRE MED SYS INC
COM
457730109
BBG00209SZK5
145337456
732400
SH
SOLE
668244
0
64156
INSULET CORP
COM
45784P101
BBG001SRF439
101636809
637261
SH
SOLE
531876
0
105385
INTERNATIONAL BUSINESS MACHS
COM
459200101
BBG001S5S399
12656323
90209
SH
SOLE
66117
0
24092
INTUIT
COM
461202103
BBG001S6TWR2
720425
1410
SH
SOLE
1410
0
0
ITT INC
COM
45073V108
BBG00CVQZQB3
58985292
602444
SH
SOLE
518406
0
84038
KINSALE CAP GROUP INC
COM
49714P108
BBG00D8JDB02
45911280
110862
SH
SOLE
96032
0
14830
KULICKE & SOFFA INDS INC
COM
501242101
BBG001S5SLP1
23710578
487571
SH
SOLE
419451
0
68120
LANTHEUS HLDGS INC
COM
516544103
BBG006Q52RF8
89934287
1294391
SH
SOLE
1161111
0
133280
LEGEND BIOTECH CORP
SPONSORED ADS
52490G102
BBG00TTGH6N2
112049624
1668150
SH
SOLE
1522481
0
145669
LENNAR CORP
CL A
526057104
BBG001S5SRK3
4984359
44412
SH
SOLE
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0
12315
LINCOLN ELEC HLDGS INC
COM
533900106
BBG001S5TV87
112705073
619974
SH
SOLE
556154
0
63820
LIVE NATION ENTERTAINMENT IN
COM
538034109
BBG001SNP2B2
34232462
412241
SH
SOLE
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0
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LPL FINL HLDGS INC
COM
50212V100
BBG001T5GK39
142377109
599104
SH
SOLE
505646
0
93458
LULULEMON ATHLETICA INC
COM
550021109
BBG001STBM75
62583984
162299
SH
SOLE
126089
0
36210
LYFT INC
CL A COM
55087P104
BBG004M9ZHY4
277729
26350
SH
SOLE
26350
0
0
M/I HOMES INC
COM
55305B101
BBG001S7HGC4
82184565
977922
SH
SOLE
876272
0
101650
MARQETA INC
CLASS A COM
57142B104
BBG0112Z8873
30347047
5074757
SH
SOLE
4520407
0
554350
MARVELL TECHNOLOGY INC
COM
573874104
BBG00ZXBJ162
106245670
1962787
SH
SOLE
1623570
0
339217
MASIMO CORP
COM
574795100
BBG001S71GQ6
52930772
603681
SH
SOLE
514723
0
88958
MCDONALDS CORP
COM
580135101
BBG001S5T110
4861522
18454
SH
SOLE
13339
0
5115
MERCK & CO INC
COM
58933Y105
BBG001S5TC52
8938119
86820
SH
SOLE
63019
0
23801
MERITAGE HOMES CORP
COM
59001A102
BBG001S9F527
41693622
340662
SH
SOLE
293128
0
47534
META PLATFORMS INC
CL A
30303M102
BBG001SQCQC5
220560560
734688
SH
SOLE
649033
0
85655
METTLER TOLEDO INTERNATIONAL
COM
592688105
BBG001SB87G1
5458353
4926
SH
SOLE
4392
0
534
MGM RESORTS INTERNATIONAL
COM
552953101
BBG001S6BYT5
72950088
1984496
SH
SOLE
1754003
0
230493
MICROCHIP TECHNOLOGY INC.
COM
595017104
BBG001S787B5
63782959
817206
SH
SOLE
598248
0
218958
MICROSOFT CORP
COM
594918104
BBG001S5TD05
423905899
1342536
SH
SOLE
1145146
0
197390
MONGODB INC
CL A
60937P106
BBG0022FDRZ7
49585357
143368
SH
SOLE
105450
0
37918
MOONLAKE IMMUNOTHERAPEUTICS
CLASS A ORD
61559X104
BBG00XQZQVP7
22302903
391279
SH
SOLE
336265
0
55014
MSCI INC
COM
55354G100
BBG001SV8B05
82441173
160679
SH
SOLE
123053
0
37626
MUELLER INDS INC
COM
624756102
BBG001S6PVC4
5572513
74142
SH
SOLE
53567
0
20575
NANO DIMENSION LTD
SPONSORD ADS NEW
63008G203
BBG009DFFWM1
405470
149070
SH
SOLE
149070
0
0
NATIONAL STORAGE AFFILIATES
COM SHS BEN IN
637870106
BBG008417VP2
249476
7860
SH
SOLE
7860
0
0
NET POWER INC
COM CL A
64107A105
BBG00ZMY0HK3
330388
21880
SH
SOLE
21880
0
0
NETAPP INC
COM
64110D104
BBG001S8LYX5
40488768
533589
SH
SOLE
392590
0
140999
NEUROCRINE BIOSCIENCES INC
COM
64125C109
BBG001S8W4X9
73045350
649292
SH
SOLE
594292
0
55000
NEW YORK CMNTY BANCORP INC
COM
649445103
BBG001SD32Z2
58241730
5135955
SH
SOLE
4466110
0
669845
NICE LTD
SPONSORED ADR
653656108
BBG001S9RK49
86873379
511020
SH
SOLE
463227
0
47793
NIKE INC
CL B
654106103
BBG001S6NTK2
6920593
72376
SH
SOLE
52311
0
20065
NORTHERN OIL & GAS INC
COM
665531307
BBG001SK2P31
56574282
1406271
SH
SOLE
1216111
0
190160
NVIDIA CORPORATION
COM
67066G104
BBG001S5TZJ6
277945763
638970
SH
SOLE
563283
0
75687
NXP SEMICONDUCTORS N V
COM
N6596X109
BBG001SF62F6
6823669
34132
SH
SOLE
24677
0
9455
OKTA INC
CL A
679295105
BBG001YV1SN3
56269124
690334
SH
SOLE
631864
0
58470
OLD DOMINION FREIGHT LINE IN
COM
679580100
BBG001S6WQT9
511016
1249
SH
SOLE
1249
0
0
OPTION CARE HEALTH INC
COM NEW
68404L201
BBG001S6X756
121228002
3747388
SH
SOLE
3346208
0
401180
OVINTIV INC
COM
69047Q102
BBG00R2NHQ74
66741043
1403007
SH
SOLE
1283907
0
119100
PALO ALTO NETWORKS INC
COM
697435105
BBG001T9NWN5
67514163
287981
SH
SOLE
211049
0
76932
PALOMAR HLDGS INC
COM
69753M105
BBG00NLMRYV9
21992310
433346
SH
SOLE
374399
0
58947
PATTERSON-UTI ENERGY INC
COM
703481101
BBG001S7GWF7
37151934
2684388
SH
SOLE
2306655
0
377733
PAYLOCITY HLDG CORP
COM
70438V106
BBG006598YZ0
85856339
472517
SH
SOLE
434069
0
38448
PEPSICO INC
COM
713448108
BBG001S695T1
9298189
54876
SH
SOLE
39671
0
15205
PERMIAN RESOURCES CORP
CLASS A COM
71424F105
BBG00D61Y2G3
54744126
3921499
SH
SOLE
3587029
0
334470
PLEXUS CORP
COM
729132100
BBG001S5V812
13278939
142815
SH
SOLE
130695
0
12120
POOL CORP
COM
73278L105
BBG001S5VBK4
43159676
121201
SH
SOLE
110951
0
10250
PPG INDS INC
COM
693506107
BBG001S5VC13
66970082
515948
SH
SOLE
436220
0
79728
PRIMERICA INC
COM
74164M108
BBG001T5ZSQ6
42660083
219886
SH
SOLE
183481
0
36405
PROGRESSIVE CORP
COM
743315103
BBG001S5V509
72818507
522746
SH
SOLE
447193
0
75553
PTC INC
COM
69370C100
BBG001S6DNK6
58154965
410467
SH
SOLE
375687
0
34780
PURE STORAGE INC
CL A
74624M102
BBG00212PW10
33999397
954503
SH
SOLE
873669
0
80834
RANPAK HOLDINGS CORP
COM CL A
75321W103
BBG00JRXX6Z8
2406928
442450
SH
SOLE
442450
0
0
RAYMOND JAMES FINL INC
COM
754730109
BBG001S5VQ03
4026741
40095
SH
SOLE
40095
0
0
RED ROCK RESORTS INC
CL A
75700L108
BBG00B6G8068
55524209
1354249
SH
SOLE
1238569
0
115680
REPLIGEN CORP
COM
759916109
BBG001S5VNT9
38877150
244495
SH
SOLE
223355
0
21140
ROCKET PHARMACEUTICALS INC
COM
77313F106
BBG001T92156
85934978
4193996
SH
SOLE
3822107
0
371889
ROCKWELL AUTOMATION INC
COM
773903109
BBG001S5VRF5
86711248
303324
SH
SOLE
223371
0
79953
S&P GLOBAL INC
COM
78409V104
BBG001S5T5M8
68050581
186231
SH
SOLE
152769
0
33462
SAIA INC
COM
78709Y105
BBG001SL4QM4
154076630
386496
SH
SOLE
349826
0
36670
SALESFORCE INC
COM
79466L302
BBG001SDLP09
115620279
570176
SH
SOLE
488408
0
81768
SAMSARA INC
COM CL A
79589L106
BBG0099PW5Q0
40676738
1613516
SH
SOLE
1411934
0
201582
SAREPTA THERAPEUTICS INC
COM
803607100
BBG001S6KJC6
97751772
806400
SH
SOLE
678578
0
127822
SELECT SECTOR SPDR TR
SBI INT-UTILS
81369Y886
BBG001S7TD56
726018
12320
SH
SOLE
12320
0
0
SENSATA TECHNOLOGIES HLDG PL
SHS
G8060N102
BBG00JPGYWV3
33616458
888854
SH
SOLE
765384
0
123470
SENTINELONE INC
CL A
81730H109
BBG00B6F2F27
31788569
1885443
SH
SOLE
1647833
0
237610
SERVICENOW INC
COM
81762P102
BBG001T4JFC0
169726647
303647
SH
SOLE
266288
0
37359
SHIFT4 PMTS INC
CL A
82452J109
BBG00TX393M3
38403414
693578
SH
SOLE
601408
0
92170
SMARTSHEET INC
COM CL A
83200N103
BBG00GQK3WC4
100439118
2482430
SH
SOLE
2240110
0
242320
SPIRIT RLTY CAP INC NEW
COM NEW
84860W300
BBG0027Z6XS1
49738838
1483413
SH
SOLE
1304628
0
178785
SPLUNK INC
COM
848637104
BBG001TWMNG3
136008895
929975
SH
SOLE
754509
0
175466
STAG INDL INC
COM
85254J102
BBG001T9F312
23853726
691212
SH
SOLE
603044
0
88168
STEPSTONE GROUP INC
COM CL A
85914M107
BBG00WXXV0W0
28834719
913069
SH
SOLE
785663
0
127406
SUN CMNTYS INC
COM
866674104
BBG001S7HRC0
68262417
576833
SH
SOLE
518868
0
57965
SUPER MICRO COMPUTER INC
COM
86800U104
BBG001SQGH95
23490234
85662
SH
SOLE
73681
0
11981
TAPESTRY INC
COM
876030107
BBG001SFH7D5
58307383
2028083
SH
SOLE
1680954
0
347129
TENABLE HLDGS INC
COM
88025T102
BBG00LBLCDR3
98340122
2195092
SH
SOLE
1976872
0
218220
TERRENO RLTY CORP
COM
88146M101
BBG001T60PW1
502112
8840
SH
SOLE
8840
0
0
TESLA INC
COM
88160R101
BBG001SQKGD7
89907604
359314
SH
SOLE
319784
0
39530
TEXAS ROADHOUSE INC
COM
882681109
BBG001SLR3C1
67562721
703046
SH
SOLE
630426
0
72620
THERMO FISHER SCIENTIFIC INC
COM
883556102
BBG001S5WS08
10873038
21481
SH
SOLE
18806
0
2675
TIMKEN CO
COM
887389104
BBG001S5WQK0
3514292
47820
SH
SOLE
47820
0
0
TRACTOR SUPPLY CO
COM
892356106
BBG001S7K017
5088433
25060
SH
SOLE
18105
0
6955
TRADEWEB MKTS INC
CL A
892672106
BBG00NK8H9M7
52650097
656485
SH
SOLE
600825
0
55660
TRANE TECHNOLOGIES PLC
SHS
G8994E103
BBG001S5SBV6
722157
3559
SH
SOLE
3559
0
0
TRANSDIGM GROUP INC
COM
893641100
BBG001SPV1C1
273122169
323938
SH
SOLE
268219
0
55719
TRANSUNION
COM
89400J107
BBG002Q7J607
69452877
967445
SH
SOLE
885495
0
81950
UBER TECHNOLOGIES INC
COM
90353T100
BBG002B04MW4
72555243
1577631
SH
SOLE
1362456
0
215175
UNION PAC CORP
COM
907818108
BBG001S5X2M0
84735814
416126
SH
SOLE
361840
0
54286
UNITEDHEALTH GROUP INC
COM
91324P102
BBG001S6WCJ1
217205995
430802
SH
SOLE
372010
0
58792
UNIVERSAL DISPLAY CORP
COM
91347P105
BBG001S5V9H3
27834955
177304
SH
SOLE
152584
0
24720
VAXCYTE INC
COM
92243G108
BBG009PHHPP4
51179638
1003916
SH
SOLE
891796
0
112120
VERADIGM INC
COM
01988P108
BBG001S7VDS8
31559048
2401754
SH
SOLE
2093264
0
308490
VERTIV HOLDINGS CO
COM CL A
92537N108
BBG00L2B8LM7
46482665
1249534
SH
SOLE
1143504
0
106030
VISA INC
COM CL A
92826C839
BBG001SRCFY3
252794318
1099058
SH
SOLE
956020
0
143038
VISTEON CORP
COM NEW
92839U206
BBG001TCM086
91697396
664137
SH
SOLE
591822
0
72315
VULCAN MATLS CO
COM
929160109
BBG001S5X8R2
62632435
310031
SH
SOLE
227950
0
82081
WALMART INC
COM
931142103
BBG001S5XH92
62257872
389282
SH
SOLE
324542
0
64740
WASTE CONNECTIONS INC
COM
94106B101
BBG001SKJ4K1
49997723
372284
SH
SOLE
278336
0
93948
WATSCO INC
COM
942622200
BBG001S82CQ2
66680034
176533
SH
SOLE
129773
0
46760
WESCO INTL INC
COM
95082P105
BBG001SCRP78
16862208
117245
SH
SOLE
86517
0
30728
WEX INC
COM
96208T104
BBG001SCJLG6
35957541
191172
SH
SOLE
164415
0
26757
WILLIAMS COS INC
COM
969457100
BBG001S5XH10
785988
23330
SH
SOLE
23330
0
0
WILLSCOT MOBIL MINI HLDNG CO
COM CL A
971378104
BBG00B0FS9V7
124907580
3003308
SH
SOLE
2679930
0
323378
WINGSTOP INC
COM
974155103
BBG008N298X9
35980229
200068
SH
SOLE
173908
0
26160
WNS HLDGS LTD
SPON ADR
92932M101
BBG001SBK8N7
50783149
741793
SH
SOLE
663597
0
78196
WORKDAY INC
CL A
98138H101
BBG001T21KQ7
82421798
383625
SH
SOLE
332080
0
51545
ZSCALER INC
COM
98980G102
BBG003338H61
53847081
346083
SH
SOLE
254589
0
91494