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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
89BIO INC COM 282559103 BBG00QKDZ985 20,255,520 1,311,886 SH   SOLE   1,125,936 0 185,950
AAON INC COM PAR $0.004 000360206 BBG001S6CZK0 36,391,426 639,906 SH   SOLE   552,131 0 87,775
ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 53,144,166 516,866 SH   SOLE   429,916 0 86,950
ALIGN TECHNOLOGY INC COM 016255101 BBG001SCF1B9 63,493,235 207,956 SH   SOLE   153,852 0 54,104
ALKERMES PLC SHS G01767105 BBG001S6RXM7 46,765,860 1,669,613 SH   SOLE   1,485,031 0 184,582
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 427,001,873 3,263,044 SH   SOLE   2,887,738 0 375,306
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 10,827,390 82,119 SH   SOLE   58,095 0 24,024
AMAZON COM INC COM 023135106 BBG001S5PQL7 302,574,054 2,380,224 SH   SOLE   2,097,836 0 282,388
AMERICAN INTL GROUP INC COM NEW 026874784 BBG001S5NJG1 80,983,089 1,336,355 SH   SOLE   1,031,752 0 304,603
AMERICOLD REALTY TRUST INC COM 03064D108 BBG001SMQ866 40,526,464 1,332,669 SH   SOLE   1,219,499 0 113,170
AMERIPRISE FINL INC COM 03076C106 BBG001SK6096 72,258,556 219,178 SH   SOLE   180,201 0 38,977
AMETEK INC COM 031100100 BBG001S5NN54 153,675,238 1,040,033 SH   SOLE   840,260 0 199,773
ANALOG DEVICES INC COM 032654105 BBG001S5ND38 6,600,893 37,700 SH   SOLE   27,285 0 10,415
ANTERO MIDSTREAM CORP COM 03676B102 BBG00GBNZ4N9 308,126 25,720 SH   SOLE   25,720 0 0
APELLIS PHARMACEUTICALS INC COM 03753U106 BBG007KGRPZ3 20,879,015 548,870 SH   SOLE   502,410 0 46,460
APOLLO GLOBAL MGMT INC COM 03769M106 BBG00ZNLTFL2 73,839,524 822,633 SH   SOLE   706,294 0 116,339
APPLE INC COM 037833100 BBG001S5N8V8 448,712,647 2,620,832 SH   SOLE   2,277,724 0 343,108
APPLIED MATLS INC COM 038222105 BBG001S5NMM7 1,780,190 12,858 SH   SOLE   12,858 0 0
APTIV PLC SHS G6095L109 BBG001TRL2T7 47,090,120 477,636 SH   SOLE   349,802 0 127,834
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 BBG0068KVVC7 74,835,721 727,479 SH   SOLE   535,741 0 191,738
ARISTA NETWORKS INC COM 040413106 BBG001T51KQ0 49,360,927 268,368 SH   SOLE   233,843 0 34,525
ARM HOLDINGS PLC SPONSORED ADR 042068205 BBG01J1GY084 5,397,492 100,850 SH   SOLE   89,070 0 11,780
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101 BBG007R7VP72 356,035,825 3,802,177 SH   SOLE   3,392,001 0 410,176
AUTOMATIC DATA PROCESSING IN COM 053015103 BBG001S82KF6 3,428,746 14,252 SH   SOLE   10,382 0 3,870
AVANTOR INC COM 05352A100 BBG00G2HHYF5 89,525,632 4,246,946 SH   SOLE   3,518,733 0 728,213
AVERY DENNISON CORP COM 053611109 BBG001S5NZM8 83,482,565 457,013 SH   SOLE   416,468 0 40,545
AVIENT CORPORATION COM 05368V106 BBG001S6RCD3 33,529,876 949,317 SH   SOLE   817,137 0 132,180
AXALTA COATING SYS LTD COM G0750C108 BBG0060CPLK3 35,580,173 1,322,683 SH   SOLE   1,146,903 0 175,780
AXCELIS TECHNOLOGIES INC COM NEW 054540208 BBG001SF8W86 40,424,660 247,928 SH   SOLE   226,848 0 21,080
AXON ENTERPRISE INC COM 05464C101 BBG001SB2HG5 138,535,478 696,193 SH   SOLE   593,768 0 102,425
AZEK CO INC CL A 05478C105 BBG00RP7FY15 34,744,945 1,168,290 SH   SOLE   1,008,090 0 160,200
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 5,752,155 210,086 SH   SOLE   151,826 0 58,260
BIO RAD LABS INC CL A 090572207 BBG001S625W4 129,876,617 362,328 SH   SOLE   324,100 0 38,228
BIO-TECHNE CORP COM 09073M104 BBG001S66C28 47,625,967 699,662 SH   SOLE   509,210 0 190,452
BLUE OWL CAPITAL INC COM CL A 09581B103 BBG00XV417S7 59,997,322 4,629,423 SH   SOLE   4,237,313 0 392,110
BOOKING HOLDINGS INC COM 09857L108 BBG001S89N72 647,630 210 SH   SOLE   210 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 BBG001T91S76 46,447,836 425,074 SH   SOLE   389,074 0 36,000
BOX INC CL A 10316T104 BBG001T5R852 6,808,457 281,225 SH   SOLE   242,475 0 38,750
BRIGHT HORIZONS FAM SOL IN D COM 109194100 BBG003LFWPT4 52,640,104 646,208 SH   SOLE   589,919 0 56,289
BROADCOM INC COM 11135F101 BBG00KHY5SY8 20,746,227 24,978 SH   SOLE   20,313 0 4,665
BRP INC COM SUN VTG 05577W200 BBG004G49425 82,997,136 1,094,083 SH   SOLE   981,749 0 112,334
BUILDERS FIRSTSOURCE INC COM 12008R107 BBG001S9CFC7 158,546,701 1,273,570 SH   SOLE   1,088,745 0 184,825
CABLE ONE INC COM 12685J105 BBG001SFK9N6 40,102,790 65,140 SH   SOLE   59,627 0 5,513
CADENCE DESIGN SYSTEM INC COM 127387108 BBG001S65YK1 91,329,542 389,797 SH   SOLE   330,651 0 59,146
CALIX INC COM 13100M509 BBG001T633M8 31,133,932 679,187 SH   SOLE   584,386 0 94,801
CAMTEK LTD ORD M20791105 BBG001SBFT84 12,093,196 194,237 SH   SOLE   167,195 0 27,042
CARDINAL HEALTH INC COM 14149Y108 BBG001S7PC34 3,575,508 41,183 SH   SOLE   29,993 0 11,190
CASELLA WASTE SYS INC CL A 147448104 BBG001SB5S05 45,146,939 591,703 SH   SOLE   509,163 0 82,540
CCC INTELLIGENT SOLUTIONS HL COM 12510Q100 BBG00WNSJM58 8,693,974 651,234 SH   SOLE   561,004 0 90,230
CDW CORP COM 12514G108 BBG001V18TB6 66,375,796 328,984 SH   SOLE   238,457 0 90,527
CELANESE CORP DEL COM 150870103 BBG001SJDDG5 81,982,934 653,146 SH   SOLE   512,430 0 140,716
CEREVEL THERAPEUTICS HLDNG I COM 15678U128 BBG00VCYVLJ2 21,272,964 974,483 SH   SOLE   842,513 0 131,970
CERIDIAN HCM HLDG INC COM 15677J108 BBG005D7PF43 83,189,301 1,226,077 SH   SOLE   973,371 0 252,706
CHAMPIONX CORPORATION COM 15872M104 BBG00JH9V005 24,950,136 700,453 SH   SOLE   601,823 0 98,630
CHEESECAKE FACTORY INC COM 163072101 BBG001S71Q75 1,244,482 41,072 SH   SOLE   29,152 0 11,920
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 5,996,127 35,560 SH   SOLE   28,965 0 6,595
CHIPOTLE MEXICAN GRILL INC COM 169656105 BBG001SP50B3 133,141,720 72,682 SH   SOLE   60,601 0 12,081
CHURCHILL DOWNS INC COM 171484108 BBG001S67Z80 34,466,781 297,025 SH   SOLE   255,445 0 41,580
CINTAS CORP COM 172908105 BBG001S7CRG1 6,280,548 13,057 SH   SOLE   9,432 0 3,625
CISCO SYS INC COM 17275R102 BBG001S6HC62 9,596,106 178,499 SH   SOLE   129,004 0 49,495
CME GROUP INC COM 12572Q105 BBG001S86547 4,737,806 23,663 SH   SOLE   17,103 0 6,560
COCA COLA CO COM 191216100 BBG001S5SMQ8 8,239,416 147,185 SH   SOLE   106,382 0 40,803
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 BBG001SC5GP2 5,365,554 86,681 SH   SOLE   62,493 0 24,188
CONOCOPHILLIPS COM 20825C104 BBG001S5TZM2 4,896,945 40,876 SH   SOLE   40,876 0 0
CONSTELLATION BRANDS INC CL A 21036P108 BBG001SD31G5 87,810,189 349,382 SH   SOLE   256,366 0 93,016
COOPER COS INC COM NEW 216648402 BBG001S5Q1H6 55,118,672 173,324 SH   SOLE   127,873 0 45,451
COPART INC COM 217204106 BBG001S7MTB1 76,421,640 1,773,535 SH   SOLE   1,303,576 0 469,959
COSTAR GROUP INC COM 22160N109 BBG001SD3DY9 51,325,687 667,521 SH   SOLE   511,796 0 155,725
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 116,165,414 205,617 SH   SOLE   178,115 0 27,502
CRISPR THERAPEUTICS AG NAMEN AKT H17182108 BBG00DBBGRY0 13,505,795 297,550 SH   SOLE   267,320 0 30,230
CSX CORP COM 126408103 BBG001S5Q7Q3 879,143 28,590 SH   SOLE   28,590 0 0
CUMMINS INC COM 231021106 BBG001S5Q9M3 5,881,703 25,745 SH   SOLE   18,555 0 7,190
DANAHER CORPORATION COM 235851102 BBG001S5QGT0 6,757,004 27,235 SH   SOLE   24,630 0 2,605
DATADOG INC CL A COM 23804L103 BBG003NJHZW5 44,938,612 493,343 SH   SOLE   366,110 0 127,233
DECKERS OUTDOOR CORP COM 243537107 BBG001S7GXB9 69,456,129 135,105 SH   SOLE   123,662 0 11,443
DEVON ENERGY CORP NEW COM 25179M103 BBG001S63VG4 64,714,815 1,356,705 SH   SOLE   1,192,907 0 163,798
DEXCOM INC COM 252131107 BBG001SKZG99 172,405,787 1,847,865 SH   SOLE   1,491,202 0 356,663
DIAGEO PLC SPON ADR NEW 25243Q205 BBG001S7V596 73,886,468 495,284 SH   SOLE   425,308 0 69,976
DIAMONDBACK ENERGY INC COM 25278X109 BBG002PHSZN7 41,010,827 264,791 SH   SOLE   227,601 0 37,190
DOMO INC COM CL B 257554105 BBG00L2NS125 1,645,706 167,758 SH   SOLE   167,758 0 0
DYNATRACE INC COM NEW 268150109 BBG00PNN7CW9 82,251,389 1,760,141 SH   SOLE   1,585,141 0 175,000
ELI LILLY & CO COM 532457108 BBG001S5STL8 153,627,059 286,015 SH   SOLE   245,997 0 40,018
EMCOR GROUP INC COM 29084Q100 BBG001S5QVG1 744,781 3,540 SH   SOLE   3,540 0 0
EQUINIX INC COM 29444U700 BBG001SKBNS9 7,046,901 9,703 SH   SOLE   7,073 0 2,630
EQUITY LIFESTYLE PPTYS INC COM 29472R108 BBG001S5T5G5 5,714,914 89,702 SH   SOLE   64,652 0 25,050
ESSEX PPTY TR INC COM 297178105 BBG001S81418 31,789,323 149,886 SH   SOLE   109,782 0 40,104
EZCORP INC CL A NON VTG 302301106 BBG001S6RN67 493,185 59,780 SH   SOLE   59,780 0 0
F5 INC COM 315616102 BBG001SCP8D1 120,551,735 748,118 SH   SOLE   672,863 0 75,255
FABRINET SHS G3323L100 BBG001SP57F4 34,748,601 208,550 SH   SOLE   179,425 0 29,125
FAIR ISAAC CORP COM 303250104 BBG001S8ZT61 74,383,869 85,643 SH   SOLE   63,897 0 21,746
FERGUSON PLC NEW SHS G3421J106 BBG00NZ6VPK5 3,479,856 21,158 SH   SOLE   15,408 0 5,750
FIRST CTZNS BANCSHARES INC N CL A 31946M103 BBG001S5R2V7 4,395,619 3,185 SH   SOLE   3,185 0 0
FIVE BELOW INC COM 33829M101 BBG001TCDMY9 71,291,733 443,081 SH   SOLE   407,161 0 35,920
FLOOR & DECOR HLDGS INC CL A 339750101 BBG007GJ2F90 407,250 4,500 SH   SOLE   4,500 0 0
FLYWIRE CORPORATION COM VTG 302492103 BBG002030ND3 112,065,032 3,514,112 SH   SOLE   3,132,888 0 381,224
FORTINET INC COM 34959E109 BBG001S77BL6 141,560,662 2,412,418 SH   SOLE   2,007,476 0 404,942
GALLAGHER ARTHUR J & CO COM 363576109 BBG001S5NKC2 82,304,621 361,096 SH   SOLE   285,697 0 75,399
GARTNER INC COM 366651107 BBG001S5SD60 4,937,676 14,370 SH   SOLE   14,370 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 BBG01BFR8YW0 53,081,033 780,145 SH   SOLE   580,581 0 199,564
GENPACT LIMITED SHS G3922B107 BBG001SJT2Y2 106,733,291 2,948,433 SH   SOLE   2,478,448 0 469,985
GILEAD SCIENCES INC COM 375558103 BBG001S6Y1X7 7,410,667 98,888 SH   SOLE   71,473 0 27,415
GLOBAL PMTS INC COM 37940X102 BBG001SGS2Z8 93,443,968 809,810 SH   SOLE   660,717 0 149,093
HAEMONETICS CORP MASS COM 405024100 BBG001S6QB64 50,161,486 559,963 SH   SOLE   481,883 0 78,080
HALLIBURTON CO COM 406216101 BBG001S5RS59 30,331,898 748,936 SH   SOLE   551,790 0 197,146
HEICO CORP NEW CL A 422806208 BBG001S96YM2 2,601,199 20,130 SH   SOLE   20,130 0 0
HERSHEY CO COM 427866108 BBG001S5S148 6,128,250 30,629 SH   SOLE   22,119 0 8,510
HEXCEL CORP NEW COM 428291108 BBG001S5S2J0 95,253,766 1,462,293 SH   SOLE   1,293,839 0 168,454
HILTON WORLDWIDE HLDGS INC COM 43300A203 BBG0058KMH49 56,802,787 378,231 SH   SOLE   278,094 0 100,137
HOME DEPOT INC COM 437076102 BBG001S5RTW7 115,757,211 383,099 SH   SOLE   332,084 0 51,015
HUBBELL INC COM 443510607 BBG001S5S1L9 133,166,421 424,895 SH   SOLE   373,891 0 51,004
HUBSPOT INC COM 443573100 BBG001T53670 95,314,533 193,532 SH   SOLE   158,062 0 35,470
HUMANA INC COM 444859102 BBG001S5S1X6 234,503 482 SH   SOLE   482 0 0
HUNT J B TRANS SVCS INC COM 445658107 BBG001S5SFY4 81,473,257 432,173 SH   SOLE   342,055 0 90,118
ICON PLC SHS G4705A100 BBG001SDCL35 136,919,185 556,017 SH   SOLE   456,664 0 99,353
IDEX CORP COM 45167R104 BBG001S67N14 74,900,305 360,063 SH   SOLE   322,413 0 37,650
IDEXX LABS INC COM 45168D104 BBG001S5S4Y9 63,671,737 145,612 SH   SOLE   107,700 0 37,912
ILLINOIS TOOL WKS INC COM 452308109 BBG001S5SDX0 7,120,725 30,918 SH   SOLE   25,118 0 5,800
IMPINJ INC COM 453204109 BBG001T313Q3 56,260,416 1,022,359 SH   SOLE   916,954 0 105,405
INNOVIVA INC COM 45781M101 BBG001SF23V0 26,564,680 2,045,010 SH   SOLE   1,760,721 0 284,289
INSPIRE MED SYS INC COM 457730109 BBG00209SZK5 145,337,456 732,400 SH   SOLE   668,244 0 64,156
INSULET CORP COM 45784P101 BBG001SRF439 101,636,809 637,261 SH   SOLE   531,876 0 105,385
INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 12,656,323 90,209 SH   SOLE   66,117 0 24,092
INTUIT COM 461202103 BBG001S6TWR2 720,425 1,410 SH   SOLE   1,410 0 0
ITT INC COM 45073V108 BBG00CVQZQB3 58,985,292 602,444 SH   SOLE   518,406 0 84,038
KINSALE CAP GROUP INC COM 49714P108 BBG00D8JDB02 45,911,280 110,862 SH   SOLE   96,032 0 14,830
KULICKE & SOFFA INDS INC COM 501242101 BBG001S5SLP1 23,710,578 487,571 SH   SOLE   419,451 0 68,120
LANTHEUS HLDGS INC COM 516544103 BBG006Q52RF8 89,934,287 1,294,391 SH   SOLE   1,161,111 0 133,280
LEGEND BIOTECH CORP SPONSORED ADS 52490G102 BBG00TTGH6N2 112,049,624 1,668,150 SH   SOLE   1,522,481 0 145,669
LENNAR CORP CL A 526057104 BBG001S5SRK3 4,984,359 44,412 SH   SOLE   32,097 0 12,315
LINCOLN ELEC HLDGS INC COM 533900106 BBG001S5TV87 112,705,073 619,974 SH   SOLE   556,154 0 63,820
LIVE NATION ENTERTAINMENT IN COM 538034109 BBG001SNP2B2 34,232,462 412,241 SH   SOLE   302,469 0 109,772
LPL FINL HLDGS INC COM 50212V100 BBG001T5GK39 142,377,109 599,104 SH   SOLE   505,646 0 93,458
LULULEMON ATHLETICA INC COM 550021109 BBG001STBM75 62,583,984 162,299 SH   SOLE   126,089 0 36,210
LYFT INC CL A COM 55087P104 BBG004M9ZHY4 277,729 26,350 SH   SOLE   26,350 0 0
M/I HOMES INC COM 55305B101 BBG001S7HGC4 82,184,565 977,922 SH   SOLE   876,272 0 101,650
MARQETA INC CLASS A COM 57142B104 BBG0112Z8873 30,347,047 5,074,757 SH   SOLE   4,520,407 0 554,350
MARVELL TECHNOLOGY INC COM 573874104 BBG00ZXBJ162 106,245,670 1,962,787 SH   SOLE   1,623,570 0 339,217
MASIMO CORP COM 574795100 BBG001S71GQ6 52,930,772 603,681 SH   SOLE   514,723 0 88,958
MCDONALDS CORP COM 580135101 BBG001S5T110 4,861,522 18,454 SH   SOLE   13,339 0 5,115
MERCK & CO INC COM 58933Y105 BBG001S5TC52 8,938,119 86,820 SH   SOLE   63,019 0 23,801
MERITAGE HOMES CORP COM 59001A102 BBG001S9F527 41,693,622 340,662 SH   SOLE   293,128 0 47,534
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 220,560,560 734,688 SH   SOLE   649,033 0 85,655
METTLER TOLEDO INTERNATIONAL COM 592688105 BBG001SB87G1 5,458,353 4,926 SH   SOLE   4,392 0 534
MGM RESORTS INTERNATIONAL COM 552953101 BBG001S6BYT5 72,950,088 1,984,496 SH   SOLE   1,754,003 0 230,493
MICROCHIP TECHNOLOGY INC. COM 595017104 BBG001S787B5 63,782,959 817,206 SH   SOLE   598,248 0 218,958
MICROSOFT CORP COM 594918104 BBG001S5TD05 423,905,899 1,342,536 SH   SOLE   1,145,146 0 197,390
MONGODB INC CL A 60937P106 BBG0022FDRZ7 49,585,357 143,368 SH   SOLE   105,450 0 37,918
MOONLAKE IMMUNOTHERAPEUTICS CLASS A ORD 61559X104 BBG00XQZQVP7 22,302,903 391,279 SH   SOLE   336,265 0 55,014
MSCI INC COM 55354G100 BBG001SV8B05 82,441,173 160,679 SH   SOLE   123,053 0 37,626
MUELLER INDS INC COM 624756102 BBG001S6PVC4 5,572,513 74,142 SH   SOLE   53,567 0 20,575
NANO DIMENSION LTD SPONSORD ADS NEW 63008G203 BBG009DFFWM1 405,470 149,070 SH   SOLE   149,070 0 0
NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 BBG008417VP2 249,476 7,860 SH   SOLE   7,860 0 0
NET POWER INC COM CL A 64107A105 BBG00ZMY0HK3 330,388 21,880 SH   SOLE   21,880 0 0
NETAPP INC COM 64110D104 BBG001S8LYX5 40,488,768 533,589 SH   SOLE   392,590 0 140,999
NEUROCRINE BIOSCIENCES INC COM 64125C109 BBG001S8W4X9 73,045,350 649,292 SH   SOLE   594,292 0 55,000
NEW YORK CMNTY BANCORP INC COM 649445103 BBG001SD32Z2 58,241,730 5,135,955 SH   SOLE   4,466,110 0 669,845
NICE LTD SPONSORED ADR 653656108 BBG001S9RK49 86,873,379 511,020 SH   SOLE   463,227 0 47,793
NIKE INC CL B 654106103 BBG001S6NTK2 6,920,593 72,376 SH   SOLE   52,311 0 20,065
NORTHERN OIL & GAS INC COM 665531307 BBG001SK2P31 56,574,282 1,406,271 SH   SOLE   1,216,111 0 190,160
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 277,945,763 638,970 SH   SOLE   563,283 0 75,687
NXP SEMICONDUCTORS N V COM N6596X109 BBG001SF62F6 6,823,669 34,132 SH   SOLE   24,677 0 9,455
OKTA INC CL A 679295105 BBG001YV1SN3 56,269,124 690,334 SH   SOLE   631,864 0 58,470
OLD DOMINION FREIGHT LINE IN COM 679580100 BBG001S6WQT9 511,016 1,249 SH   SOLE   1,249 0 0
OPTION CARE HEALTH INC COM NEW 68404L201 BBG001S6X756 121,228,002 3,747,388 SH   SOLE   3,346,208 0 401,180
OVINTIV INC COM 69047Q102 BBG00R2NHQ74 66,741,043 1,403,007 SH   SOLE   1,283,907 0 119,100
PALO ALTO NETWORKS INC COM 697435105 BBG001T9NWN5 67,514,163 287,981 SH   SOLE   211,049 0 76,932
PALOMAR HLDGS INC COM 69753M105 BBG00NLMRYV9 21,992,310 433,346 SH   SOLE   374,399 0 58,947
PATTERSON-UTI ENERGY INC COM 703481101 BBG001S7GWF7 37,151,934 2,684,388 SH   SOLE   2,306,655 0 377,733
PAYLOCITY HLDG CORP COM 70438V106 BBG006598YZ0 85,856,339 472,517 SH   SOLE   434,069 0 38,448
PEPSICO INC COM 713448108 BBG001S695T1 9,298,189 54,876 SH   SOLE   39,671 0 15,205
PERMIAN RESOURCES CORP CLASS A COM 71424F105 BBG00D61Y2G3 54,744,126 3,921,499 SH   SOLE   3,587,029 0 334,470
PLEXUS CORP COM 729132100 BBG001S5V812 13,278,939 142,815 SH   SOLE   130,695 0 12,120
POOL CORP COM 73278L105 BBG001S5VBK4 43,159,676 121,201 SH   SOLE   110,951 0 10,250
PPG INDS INC COM 693506107 BBG001S5VC13 66,970,082 515,948 SH   SOLE   436,220 0 79,728
PRIMERICA INC COM 74164M108 BBG001T5ZSQ6 42,660,083 219,886 SH   SOLE   183,481 0 36,405
PROGRESSIVE CORP COM 743315103 BBG001S5V509 72,818,507 522,746 SH   SOLE   447,193 0 75,553
PTC INC COM 69370C100 BBG001S6DNK6 58,154,965 410,467 SH   SOLE   375,687 0 34,780
PURE STORAGE INC CL A 74624M102 BBG00212PW10 33,999,397 954,503 SH   SOLE   873,669 0 80,834
RANPAK HOLDINGS CORP COM CL A 75321W103 BBG00JRXX6Z8 2,406,928 442,450 SH   SOLE   442,450 0 0
RAYMOND JAMES FINL INC COM 754730109 BBG001S5VQ03 4,026,741 40,095 SH   SOLE   40,095 0 0
RED ROCK RESORTS INC CL A 75700L108 BBG00B6G8068 55,524,209 1,354,249 SH   SOLE   1,238,569 0 115,680
REPLIGEN CORP COM 759916109 BBG001S5VNT9 38,877,150 244,495 SH   SOLE   223,355 0 21,140
ROCKET PHARMACEUTICALS INC COM 77313F106 BBG001T92156 85,934,978 4,193,996 SH   SOLE   3,822,107 0 371,889
ROCKWELL AUTOMATION INC COM 773903109 BBG001S5VRF5 86,711,248 303,324 SH   SOLE   223,371 0 79,953
S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 68,050,581 186,231 SH   SOLE   152,769 0 33,462
SAIA INC COM 78709Y105 BBG001SL4QM4 154,076,630 386,496 SH   SOLE   349,826 0 36,670
SALESFORCE INC COM 79466L302 BBG001SDLP09 115,620,279 570,176 SH   SOLE   488,408 0 81,768
SAMSARA INC COM CL A 79589L106 BBG0099PW5Q0 40,676,738 1,613,516 SH   SOLE   1,411,934 0 201,582
SAREPTA THERAPEUTICS INC COM 803607100 BBG001S6KJC6 97,751,772 806,400 SH   SOLE   678,578 0 127,822
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 BBG001S7TD56 726,018 12,320 SH   SOLE   12,320 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 BBG00JPGYWV3 33,616,458 888,854 SH   SOLE   765,384 0 123,470
SENTINELONE INC CL A 81730H109 BBG00B6F2F27 31,788,569 1,885,443 SH   SOLE   1,647,833 0 237,610
SERVICENOW INC COM 81762P102 BBG001T4JFC0 169,726,647 303,647 SH   SOLE   266,288 0 37,359
SHIFT4 PMTS INC CL A 82452J109 BBG00TX393M3 38,403,414 693,578 SH   SOLE   601,408 0 92,170
SMARTSHEET INC COM CL A 83200N103 BBG00GQK3WC4 100,439,118 2,482,430 SH   SOLE   2,240,110 0 242,320
SPIRIT RLTY CAP INC NEW COM NEW 84860W300 BBG0027Z6XS1 49,738,838 1,483,413 SH   SOLE   1,304,628 0 178,785
SPLUNK INC COM 848637104 BBG001TWMNG3 136,008,895 929,975 SH   SOLE   754,509 0 175,466
STAG INDL INC COM 85254J102 BBG001T9F312 23,853,726 691,212 SH   SOLE   603,044 0 88,168
STEPSTONE GROUP INC COM CL A 85914M107 BBG00WXXV0W0 28,834,719 913,069 SH   SOLE   785,663 0 127,406
SUN CMNTYS INC COM 866674104 BBG001S7HRC0 68,262,417 576,833 SH   SOLE   518,868 0 57,965
SUPER MICRO COMPUTER INC COM 86800U104 BBG001SQGH95 23,490,234 85,662 SH   SOLE   73,681 0 11,981
TAPESTRY INC COM 876030107 BBG001SFH7D5 58,307,383 2,028,083 SH   SOLE   1,680,954 0 347,129
TENABLE HLDGS INC COM 88025T102 BBG00LBLCDR3 98,340,122 2,195,092 SH   SOLE   1,976,872 0 218,220
TERRENO RLTY CORP COM 88146M101 BBG001T60PW1 502,112 8,840 SH   SOLE   8,840 0 0
TESLA INC COM 88160R101 BBG001SQKGD7 89,907,604 359,314 SH   SOLE   319,784 0 39,530
TEXAS ROADHOUSE INC COM 882681109 BBG001SLR3C1 67,562,721 703,046 SH   SOLE   630,426 0 72,620
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 10,873,038 21,481 SH   SOLE   18,806 0 2,675
TIMKEN CO COM 887389104 BBG001S5WQK0 3,514,292 47,820 SH   SOLE   47,820 0 0
TRACTOR SUPPLY CO COM 892356106 BBG001S7K017 5,088,433 25,060 SH   SOLE   18,105 0 6,955
TRADEWEB MKTS INC CL A 892672106 BBG00NK8H9M7 52,650,097 656,485 SH   SOLE   600,825 0 55,660
TRANE TECHNOLOGIES PLC SHS G8994E103 BBG001S5SBV6 722,157 3,559 SH   SOLE   3,559 0 0
TRANSDIGM GROUP INC COM 893641100 BBG001SPV1C1 273,122,169 323,938 SH   SOLE   268,219 0 55,719
TRANSUNION COM 89400J107 BBG002Q7J607 69,452,877 967,445 SH   SOLE   885,495 0 81,950
UBER TECHNOLOGIES INC COM 90353T100 BBG002B04MW4 72,555,243 1,577,631 SH   SOLE   1,362,456 0 215,175
UNION PAC CORP COM 907818108 BBG001S5X2M0 84,735,814 416,126 SH   SOLE   361,840 0 54,286
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 217,205,995 430,802 SH   SOLE   372,010 0 58,792
UNIVERSAL DISPLAY CORP COM 91347P105 BBG001S5V9H3 27,834,955 177,304 SH   SOLE   152,584 0 24,720
VAXCYTE INC COM 92243G108 BBG009PHHPP4 51,179,638 1,003,916 SH   SOLE   891,796 0 112,120
VERADIGM INC COM 01988P108 BBG001S7VDS8 31,559,048 2,401,754 SH   SOLE   2,093,264 0 308,490
VERTIV HOLDINGS CO COM CL A 92537N108 BBG00L2B8LM7 46,482,665 1,249,534 SH   SOLE   1,143,504 0 106,030
VISA INC COM CL A 92826C839 BBG001SRCFY3 252,794,318 1,099,058 SH   SOLE   956,020 0 143,038
VISTEON CORP COM NEW 92839U206 BBG001TCM086 91,697,396 664,137 SH   SOLE   591,822 0 72,315
VULCAN MATLS CO COM 929160109 BBG001S5X8R2 62,632,435 310,031 SH   SOLE   227,950 0 82,081
WALMART INC COM 931142103 BBG001S5XH92 62,257,872 389,282 SH   SOLE   324,542 0 64,740
WASTE CONNECTIONS INC COM 94106B101 BBG001SKJ4K1 49,997,723 372,284 SH   SOLE   278,336 0 93,948
WATSCO INC COM 942622200 BBG001S82CQ2 66,680,034 176,533 SH   SOLE   129,773 0 46,760
WESCO INTL INC COM 95082P105 BBG001SCRP78 16,862,208 117,245 SH   SOLE   86,517 0 30,728
WEX INC COM 96208T104 BBG001SCJLG6 35,957,541 191,172 SH   SOLE   164,415 0 26,757
WILLIAMS COS INC COM 969457100 BBG001S5XH10 785,988 23,330 SH   SOLE   23,330 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 BBG00B0FS9V7 124,907,580 3,003,308 SH   SOLE   2,679,930 0 323,378
WINGSTOP INC COM 974155103 BBG008N298X9 35,980,229 200,068 SH   SOLE   173,908 0 26,160
WNS HLDGS LTD SPON ADR 92932M101 BBG001SBK8N7 50,783,149 741,793 SH   SOLE   663,597 0 78,196
WORKDAY INC CL A 98138H101 BBG001T21KQ7 82,421,798 383,625 SH   SOLE   332,080 0 51,545
ZSCALER INC COM 98980G102 BBG003338H61 53,847,081 346,083 SH   SOLE   254,589 0 91,494