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 19,672,023 1,761,148 SH   SOLE   1,411,458 0 349,690
AAON INC COM PAR $0.004 000360206 BBG001S6CZK0 40,890,369 553,545 SH   SOLE   444,920 0 108,625
ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 130,134,322 839,739 SH   SOLE   710,278 0 129,461
ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 64,549,508 437,891 SH   SOLE   365,326 0 72,565
ALIGN TECHNOLOGY INC COM 016255101 BBG001SCF1B9 48,318,601 176,345 SH   SOLE   132,776 0 43,569
ALKERMES PLC SHS G01767105 BBG001S6RXM7 45,099,220 1,625,783 SH   SOLE   1,302,611 0 323,172
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 453,759,368 3,248,331 SH   SOLE   2,884,895 0 363,436
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 10,412,754 73,886 SH   SOLE   49,862 0 24,024
AMAZON COM INC COM 023135106 BBG001S5PQL7 354,764,821 2,334,901 SH   SOLE   2,062,673 0 272,228
AMERICAN INTL GROUP INC COM NEW 026874784 BBG001S5NJG1 93,591,128 1,381,419 SH   SOLE   1,070,716 0 310,703
AMERIPRISE FINL INC COM 03076C106 BBG001SK6096 41,598,735 109,519 SH   SOLE   88,251 0 21,268
AMETEK INC COM 031100100 BBG001S5NN54 161,565,837 979,840 SH   SOLE   800,324 0 179,516
APOLLO GLOBAL MGMT INC COM 03769M106 BBG00ZNLTFL2 75,297,101 807,996 SH   SOLE   696,002 0 111,994
APPLE INC COM 037833100 BBG001S5N8V8 479,951,050 2,492,864 SH   SOLE   2,169,021 0 323,843
APPLIED MATLS INC COM 038222105 BBG001S5NMM7 1,579,858 9,748 SH   SOLE   9,748 0 0
APTIV PLC SHS G6095L109 BBG001TRL2T7 43,932,597 489,663 SH   SOLE   365,698 0 123,965
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 BBG0068KVVC7 78,371,690 659,029 SH   SOLE   493,188 0 165,841
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101 BBG007R7VP72 507,658,290 4,030,634 SH   SOLE   3,396,164 0 634,470
AVANTOR INC COM 05352A100 BBG00G2HHYF5 123,713,996 5,418,922 SH   SOLE   4,128,885 0 1,290,037
AVERY DENNISON CORP COM 053611109 BBG001S5NZM8 94,654,749 468,217 SH   SOLE   369,222 0 98,995
AVIENT CORPORATION COM 05368V106 BBG001S6RCD3 49,946,688 1,201,508 SH   SOLE   965,048 0 236,460
AXALTA COATING SYS LTD COM G0750C108 BBG0060CPLK3 56,793,594 1,671,875 SH   SOLE   1,356,425 0 315,450
AXCELIS TECHNOLOGIES INC COM NEW 054540208 BBG001SF8W86 27,609,445 212,888 SH   SOLE   166,848 0 46,040
AXON ENTERPRISE INC COM 05464C101 BBG001SB2HG5 189,025,432 731,721 SH   SOLE   574,587 0 157,134
AZEK CO INC CL A 05478C105 BBG00RP7FY15 55,928,576 1,462,185 SH   SOLE   1,173,005 0 289,180
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 7,236,222 214,916 SH   SOLE   156,656 0 58,260
BICYCLE THERAPEUTICS PLC SPONSORED ADS 088786108 BBG00P0YWQ97 16,584,856 917,304 SH   SOLE   737,244 0 180,060
BIO RAD LABS INC CL A 090572207 BBG001S625W4 79,821,637 247,210 SH   SOLE   199,356 0 47,854
BLUE OWL CAPITAL INC COM CL A 09581B103 BBG00XV417S7 63,347,931 4,251,539 SH   SOLE   3,362,299 0 889,240
BOOKING HOLDINGS INC COM 09857L108 BBG001S89N72 744,916 210 SH   SOLE   210 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 BBG001T91S76 38,517,282 301,128 SH   SOLE   236,128 0 65,000
BRIGHT HORIZONS FAM SOL IN D COM 109194100 BBG003LFWPT4 61,980,234 657,685 SH   SOLE   523,553 0 134,132
BROADCOM INC COM 11135F101 BBG00KHY5SY8 49,120,581 44,005 SH   SOLE   39,269 0 4,736
BRP INC COM SUN VTG 05577W200 BBG004G49425 64,258,901 896,344 SH   SOLE   715,737 0 180,607
BUILDERS FIRSTSOURCE INC COM 12008R107 BBG001S9CFC7 236,489,030 1,416,611 SH   SOLE   1,121,549 0 295,062
CADENCE DESIGN SYSTEM INC COM 127387108 BBG001S65YK1 104,371,184 383,196 SH   SOLE   326,195 0 57,001
CALIX INC COM 13100M509 BBG001T633M8 29,779,978 681,620 SH   SOLE   546,496 0 135,124
CAMTEK LTD ORD M20791105 BBG001SBFT84 19,762,546 284,845 SH   SOLE   229,353 0 55,492
CARDINAL HEALTH INC COM 14149Y108 BBG001S7PC34 4,245,998 42,123 SH   SOLE   30,933 0 11,190
CASELLA WASTE SYS INC CL A 147448104 BBG001SB5S05 64,227,719 751,553 SH   SOLE   603,553 0 148,000
CCC INTELLIGENT SOLUTIONS HL COM 12510Q100 BBG00WNSJM58 30,878,723 2,711,038 SH   SOLE   2,184,348 0 526,690
CDW CORP COM 12514G108 BBG001V18TB6 85,746,264 377,205 SH   SOLE   278,278 0 98,927
CELANESE CORP DEL COM 150870103 BBG001SJDDG5 81,258,758 523,002 SH   SOLE   416,140 0 106,862
CEREVEL THERAPEUTICS HLDNG I COM 15678U128 BBG00VCYVLJ2 33,304,946 785,494 SH   SOLE   630,694 0 154,800
CERIDIAN HCM HLDG INC COM 15677J108 BBG005D7PF43 78,465,229 1,169,029 SH   SOLE   922,500 0 246,529
CHAMPIONX CORPORATION COM 15872M104 BBG00JH9V005 26,037,239 891,381 SH   SOLE   712,971 0 178,410
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 5,295,031 35,499 SH   SOLE   27,879 0 7,620
CHIPOTLE MEXICAN GRILL INC COM 169656105 BBG001SP50B3 90,973,874 39,779 SH   SOLE   32,564 0 7,215
CHURCHILL DOWNS INC COM 171484108 BBG001S67Z80 50,767,682 376,252 SH   SOLE   301,362 0 74,890
CINTAS CORP COM 172908105 BBG001S7CRG1 8,029,239 13,323 SH   SOLE   9,728 0 3,595
CISCO SYS INC COM 17275R102 BBG001S6HC62 9,209,745 182,299 SH   SOLE   133,094 0 49,205
CME GROUP INC COM 12572Q105 BBG001S86547 5,096,520 24,200 SH   SOLE   17,640 0 6,560
COCA COLA CO COM 191216100 BBG001S5SMQ8 9,878,907 167,638 SH   SOLE   122,460 0 45,178
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 BBG001SC5GP2 6,713,284 88,263 SH   SOLE   64,465 0 23,798
COMFORT SYS USA INC COM 199908104 BBG001SB1GG8 87,732,652 426,570 SH   SOLE   338,100 0 88,470
CONOCOPHILLIPS COM 20825C104 BBG001S5TZM2 5,033,724 43,368 SH   SOLE   43,368 0 0
CONSTELLATION BRANDS INC CL A 21036P108 BBG001SD31G5 105,247,193 435,356 SH   SOLE   344,635 0 90,721
COOPER COS INC COM NEW 216648402 BBG001S5Q1H6 67,087,700 177,274 SH   SOLE   133,143 0 44,131
COPART INC COM 217204106 BBG001S7MTB1 89,192,266 1,820,250 SH   SOLE   1,363,328 0 456,922
COSTAR GROUP INC COM 22160N109 BBG001SD3DY9 122,249,494 1,398,896 SH   SOLE   1,117,289 0 281,607
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 122,211,156 185,146 SH   SOLE   161,633 0 23,513
CSX CORP COM 126408103 BBG001S5Q7Q3 991,215 28,590 SH   SOLE   28,590 0 0
CYMABAY THERAPEUTICS INC COM 23257D103 BBG005NJY3M3 16,535,323 700,056 SH   SOLE   562,696 0 137,360
DANAHER CORPORATION COM 235851102 BBG001S5QGT0 5,143,614 22,234 SH   SOLE   19,629 0 2,605
DATADOG INC CL A COM 23804L103 BBG003NJHZW5 62,028,917 511,031 SH   SOLE   382,917 0 128,114
DECKERS OUTDOOR CORP COM 243537107 BBG001S7GXB9 60,494,252 90,502 SH   SOLE   70,963 0 19,539
DEVON ENERGY CORP NEW COM 25179M103 BBG001S63VG4 42,484,510 937,848 SH   SOLE   797,657 0 140,191
DEXCOM INC COM 252131107 BBG001SKZG99 230,470,674 1,857,286 SH   SOLE   1,507,877 0 349,409
DIAMONDBACK ENERGY INC COM 25278X109 BBG002PHSZN7 54,574,869 351,914 SH   SOLE   315,390 0 36,524
DRAFTKINGS INC NEW COM CL A 26142V105 BBG0134WCMB3 59,467,015 1,687,008 SH   SOLE   1,314,867 0 372,141
DYNATRACE INC COM NEW 268150109 BBG00PNN7CW9 106,506,150 1,947,452 SH   SOLE   1,551,662 0 395,790
EAST WEST BANCORP INC COM 27579R104 BBG001SCC7R2 67,691,639 940,815 SH   SOLE   743,910 0 196,905
ELI LILLY & CO COM 532457108 BBG001S5STL8 98,122,952 168,330 SH   SOLE   146,004 0 22,326
EMCOR GROUP INC COM 29084Q100 BBG001S5QVG1 762,622 3,540 SH   SOLE   3,540 0 0
ENPHASE ENERGY INC COM 29355A107 BBG001V28NC6 41,067,676 310,789 SH   SOLE   235,016 0 75,773
EQUINIX INC COM 29444U700 BBG001SKBNS9 56,961,849 70,726 SH   SOLE   57,237 0 13,489
EQUITY LIFESTYLE PPTYS INC COM 29472R108 BBG001S5T5G5 6,445,451 91,373 SH   SOLE   66,693 0 24,680
EZCORP INC CL A NON VTG 302301106 BBG001S6RN67 522,477 59,780 SH   SOLE   59,780 0 0
F5 INC COM 315616102 BBG001SCP8D1 100,939,530 563,971 SH   SOLE   449,010 0 114,961
FABRINET SHS G3323L100 BBG001SP57F4 50,416,894 264,892 SH   SOLE   212,492 0 52,400
FAIR ISAAC CORP COM 303250104 BBG001S8ZT61 92,029,934 79,063 SH   SOLE   60,102 0 18,961
FERGUSON PLC NEW SHS G3421J106 BBG00NZ6VPK5 5,224,088 27,058 SH   SOLE   19,853 0 7,205
FIRST CTZNS BANCSHARES INC N CL A 31946M103 BBG001S5R2V7 4,519,419 3,185 SH   SOLE   3,185 0 0
FIVE BELOW INC COM 33829M101 BBG001TCDMY9 83,198,053 390,308 SH   SOLE   310,050 0 80,258
FLYWIRE CORPORATION COM VTG 302492103 BBG002030ND3 101,552,823 4,386,731 SH   SOLE   3,480,291 0 906,440
GALLAGHER ARTHUR J & CO COM 363576109 BBG001S5NKC2 82,975,228 368,976 SH   SOLE   295,232 0 73,744
GARTNER INC COM 366651107 BBG001S5SD60 6,482,451 14,370 SH   SOLE   14,370 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 BBG01BFR8YW0 62,453,284 807,725 SH   SOLE   605,319 0 202,406
GENPACT LIMITED SHS G3922B107 BBG001SJT2Y2 103,856,966 2,992,134 SH   SOLE   2,310,192 0 681,942
GILEAD SCIENCES INC COM 375558103 BBG001S6Y1X7 8,180,471 100,981 SH   SOLE   73,736 0 27,245
GLOBAL PMTS INC COM 37940X102 BBG001SGS2Z8 110,098,898 866,920 SH   SOLE   708,585 0 158,335
HAEMONETICS CORP MASS COM 405024100 BBG001S6QB64 60,888,336 712,061 SH   SOLE   572,431 0 139,630
HALLIBURTON CO COM 406216101 BBG001S5RS59 34,962,943 967,163 SH   SOLE   727,213 0 239,950
HARMONIC INC COM 413160102 BBG001S73CC8 19,257,381 1,476,793 SH   SOLE   1,157,255 0 319,538
HEICO CORP NEW CL A 422806208 BBG001S96YM2 2,867,317 20,130 SH   SOLE   20,130 0 0
HERSHEY CO COM 427866108 BBG001S5S148 5,729,861 30,733 SH   SOLE   21,058 0 9,675
HEXCEL CORP NEW COM 428291108 BBG001S5S2J0 103,484,820 1,403,184 SH   SOLE   1,112,326 0 290,858
HILTON WORLDWIDE HLDGS INC COM 43300A203 BBG0058KMH49 70,592,383 387,679 SH   SOLE   290,282 0 97,397
HOME DEPOT INC COM 437076102 BBG001S5RTW7 132,326,236 381,839 SH   SOLE   332,769 0 49,070
HUBBELL INC COM 443510607 BBG001S5S1L9 93,493,419 284,235 SH   SOLE   220,440 0 63,795
HUBSPOT INC COM 443573100 BBG001T53670 111,469,393 192,010 SH   SOLE   153,182 0 38,828
HUNT J B TRANS SVCS INC COM 445658107 BBG001S5SFY4 87,567,421 438,407 SH   SOLE   350,965 0 87,442
ICHOR HOLDINGS SHS G4740B105 BBG00F9VSD81 4,296,233 127,750 SH   SOLE   102,186 0 25,564
ICON PLC SHS G4705A100 BBG001SDCL35 158,192,888 558,847 SH   SOLE   459,385 0 99,462
IDEX CORP COM 45167R104 BBG001S67N14 80,505,474 370,805 SH   SOLE   289,401 0 81,404
IDEXX LABS INC COM 45168D104 BBG001S5S4Y9 89,420,750 161,104 SH   SOLE   121,036 0 40,068
ILLINOIS TOOL WKS INC COM 452308109 BBG001S5SDX0 3,340,259 12,752 SH   SOLE   11,007 0 1,745
IMPINJ INC COM 453204109 BBG001T313Q3 55,498,183 616,441 SH   SOLE   489,250 0 127,191
INNOVIVA INC COM 45781M101 BBG001SF23V0 41,930,597 2,614,127 SH   SOLE   2,097,018 0 517,109
INSIGHT ENTERPRISES INC COM 45765U103 BBG001S7LHJ0 56,127,768 316,766 SH   SOLE   254,457 0 62,309
INSPIRE MED SYS INC COM 457730109 BBG00209SZK5 110,995,273 545,619 SH   SOLE   448,698 0 96,921
INSULET CORP COM 45784P101 BBG001SRF439 153,064,036 705,429 SH   SOLE   539,574 0 165,855
INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 15,054,123 92,046 SH   SOLE   68,104 0 23,942
INTUIT COM 461202103 BBG001S6TWR2 881,292 1,410 SH   SOLE   1,410 0 0
ISHARES TR CORE DIV GRWTH 46434V621 BBG006MJFZK4 3,410,573 63,370 SH   SOLE   63,370 0 0
ISHARES TR CORE S&P US GWT 464287671 BBG001SFQL99 1,343,411 12,905 SH   SOLE   12,905 0 0
ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 422,408 1,393 SH   SOLE   1,393 0 0
ISHARES TR RUS 2000 GRW ETF 464287648 BBG001S562F8 364,458 1,445 SH   SOLE   1,445 0 0
ITT INC COM 45073V108 BBG00CVQZQB3 76,718,584 642,965 SH   SOLE   515,487 0 127,478
KINSALE CAP GROUP INC COM 49714P108 BBG00D8JDB02 53,711,526 160,376 SH   SOLE   129,386 0 30,990
KULICKE & SOFFA INDS INC COM 501242101 BBG001S5SLP1 33,933,185 620,124 SH   SOLE   497,384 0 122,740
LANTHEUS HLDGS INC COM 516544103 BBG006Q52RF8 96,917,222 1,563,181 SH   SOLE   1,243,671 0 319,510
LATTICE SEMICONDUCTOR CORP COM 518415104 BBG001S6C0G2 30,494,822 442,018 SH   SOLE   346,818 0 95,200
LEGEND BIOTECH CORP SPONSORED ADS 52490G102 BBG00TTGH6N2 106,876,812 1,776,247 SH   SOLE   1,473,283 0 302,964
LENNAR CORP CL A 526057104 BBG001S5SRK3 6,768,950 45,417 SH   SOLE   33,102 0 12,315
LINCOLN ELEC HLDGS INC COM 533900106 BBG001S5TV87 149,577,904 687,841 SH   SOLE   543,906 0 143,935
LIVE NATION ENTERTAINMENT IN COM 538034109 BBG001SNP2B2 39,563,790 422,690 SH   SOLE   316,030 0 106,660
LPL FINL HLDGS INC COM 50212V100 BBG001T5GK39 97,619,162 428,869 SH   SOLE   349,146 0 79,723
LULULEMON ATHLETICA INC COM 550021109 BBG001STBM75 46,415,246 90,781 SH   SOLE   66,349 0 24,432
LUMENTUM HLDGS INC COM 55024U109 BBG0073F9RS8 29,674,962 566,100 SH   SOLE   454,630 0 111,470
M/I HOMES INC COM 55305B101 BBG001S7HGC4 163,143,526 1,184,431 SH   SOLE   942,391 0 242,040
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 BBG001T4BB37 42,761,833 460,052 SH   SOLE   360,489 0 99,563
MARQETA INC CLASS A COM 57142B104 BBG0112Z8873 40,586,103 5,814,628 SH   SOLE   4,608,102 0 1,206,526
MARVELL TECHNOLOGY INC COM 573874104 BBG00ZXBJ162 145,929,654 2,419,659 SH   SOLE   2,030,216 0 389,443
MASIMO CORP COM 574795100 BBG001S71GQ6 95,933,553 818,476 SH   SOLE   656,582 0 161,894
MCDONALDS CORP COM 580135101 BBG001S5T110 76,568,005 258,231 SH   SOLE   216,721 0 41,510
MERCK & CO INC COM 58933Y105 BBG001S5TC52 9,552,987 87,626 SH   SOLE   64,005 0 23,621
MERITAGE HOMES CORP COM 59001A102 BBG001S9F527 75,308,402 432,310 SH   SOLE   347,386 0 84,924
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 256,420,202 724,433 SH   SOLE   642,353 0 82,080
METTLER TOLEDO INTERNATIONAL COM 592688105 BBG001SB87G1 4,182,286 3,448 SH   SOLE   2,914 0 534
MGM RESORTS INTERNATIONAL COM 552953101 BBG001S6BYT5 107,294,880 2,401,407 SH   SOLE   2,135,914 0 265,493
MICROCHIP TECHNOLOGY INC. COM 595017104 BBG001S787B5 56,451,161 625,983 SH   SOLE   464,411 0 161,572
MICROSOFT CORP COM 594918104 BBG001S5TD05 585,828,685 1,557,889 SH   SOLE   1,342,492 0 215,397
MKS INSTRS INC COM 55306N104 BBG001SBB6Q8 60,663,988 589,715 SH   SOLE   451,491 0 138,224
MONDAY COM LTD SHS M7S64H106 BBG00GF8K4X3 58,688,747 312,490 SH   SOLE   244,850 0 67,640
MONGODB INC CL A 60937P106 BBG0022FDRZ7 60,255,282 147,377 SH   SOLE   110,517 0 36,860
MOONLAKE IMMUNOTHERAPEUTICS CLASS A ORD 61559X104 BBG00XQZQVP7 36,961,700 612,050 SH   SOLE   493,686 0 118,364
MSCI INC COM 55354G100 BBG001SV8B05 83,785,721 148,123 SH   SOLE   115,533 0 32,590
MUELLER INDS INC COM 624756102 BBG001S6PVC4 7,502,980 159,130 SH   SOLE   115,805 0 43,325
MURAL ONCOLOGY PUB LTD CO ORD SHS G63365103 BBG01BCJBZC6 11,756,445 1,985,886 SH   SOLE   1,616,276 0 369,610
NANO DIMENSION LTD SPONSORD ADS NEW 63008G203 BBG009DFFWM1 357,768 149,070 SH   SOLE   149,070 0 0
NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 BBG008417VP2 325,954 7,860 SH   SOLE   7,860 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 BBG001S8W4X9 78,323,019 594,437 SH   SOLE   466,087 0 128,350
NEW YORK CMNTY BANCORP INC COM 649445103 BBG001SD32Z2 7,214,748 705,254 SH   SOLE   514,899 0 190,355
NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 5,626,225 92,628 SH   SOLE   82,058 0 10,570
NEXTRACKER INC CLASS A COM 65290E101 BBG00835TQ17 21,695,392 463,082 SH   SOLE   371,882 0 91,200
NICE LTD SPONSORED ADR 653656108 BBG001S9RK49 115,565,983 579,249 SH   SOLE   482,796 0 96,453
NORTHERN OIL & GAS INC COM 665531307 BBG001SK2P31 57,003,243 1,537,719 SH   SOLE   1,236,349 0 301,370
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 295,068,218 595,833 SH   SOLE   526,146 0 69,687
NXP SEMICONDUCTORS N V COM N6596X109 BBG001SF62F6 8,006,874 34,861 SH   SOLE   25,456 0 9,405
OKTA INC CL A 679295105 BBG001YV1SN3 44,633,915 493,029 SH   SOLE   386,579 0 106,450
OLD DOMINION FREIGHT LINE IN COM 679580100 BBG001S6WQT9 506,257 1,249 SH   SOLE   1,249 0 0
OPTION CARE HEALTH INC COM NEW 68404L201 BBG001S6X756 151,023,241 4,482,732 SH   SOLE   3,548,772 0 933,960
OVINTIV INC COM 69047Q102 BBG00R2NHQ74 63,563,132 1,447,248 SH   SOLE   1,133,572 0 313,676
PALO ALTO NETWORKS INC COM 697435105 BBG001T9NWN5 67,636,330 229,369 SH   SOLE   170,833 0 58,536
PALOMAR HLDGS INC COM 69753M105 BBG00NLMRYV9 25,560,248 460,545 SH   SOLE   371,228 0 89,317
PATTERSON-UTI ENERGY INC COM 703481101 BBG001S7GWF7 37,061,798 3,431,648 SH   SOLE   2,744,425 0 687,223
PAYLOCITY HLDG CORP COM 70438V106 BBG006598YZ0 79,625,023 483,015 SH   SOLE   382,555 0 100,460
PERMIAN RESOURCES CORP CLASS A COM 71424F105 BBG00D61Y2G3 64,532,993 4,745,073 SH   SOLE   3,713,323 0 1,031,750
PLEXUS CORP COM 729132100 BBG001S5V812 32,251,070 298,262 SH   SOLE   233,772 0 64,490
POOL CORP COM 73278L105 BBG001S5VBK4 49,845,528 125,017 SH   SOLE   97,997 0 27,020
PPG INDS INC COM 693506107 BBG001S5VC13 76,102,108 508,874 SH   SOLE   431,166 0 77,708
PRIMERICA INC COM 74164M108 BBG001T5ZSQ6 47,136,324 229,084 SH   SOLE   180,384 0 48,700
PROCORE TECHNOLOGIES INC COM 74275K108 BBG0026ZJ313 60,294,543 871,057 SH   SOLE   652,501 0 218,556
PROGRESSIVE CORP COM 743315103 BBG001S5V509 91,872,673 576,800 SH   SOLE   493,537 0 83,263
PTC INC COM 69370C100 BBG001S6DNK6 85,300,698 487,544 SH   SOLE   382,134 0 105,410
PURE STORAGE INC CL A 74624M102 BBG00212PW10 44,458,427 1,246,731 SH   SOLE   977,123 0 269,608
RANPAK HOLDINGS CORP COM CL A 75321W103 BBG00JRXX6Z8 2,575,059 442,450 SH   SOLE   442,450 0 0
RAYMOND JAMES FINL INC COM 754730109 BBG001S5VQ03 4,470,593 40,095 SH   SOLE   40,095 0 0
RED ROCK RESORTS INC CL A 75700L108 BBG00B6G8068 73,951,431 1,386,676 SH   SOLE   1,084,233 0 302,443
REGAL REXNORD CORPORATION COM 758750103 BBG001S5VL68 37,767,747 255,153 SH   SOLE   199,953 0 55,200
REPLIGEN CORP COM 759916109 BBG001S5VNT9 52,901,116 294,222 SH   SOLE   229,265 0 64,957
REXFORD INDL RLTY INC COM 76169C100 BBG004MB82S9 35,903,102 639,984 SH   SOLE   512,304 0 127,680
ROCKET PHARMACEUTICALS INC COM 77313F106 BBG001T92156 118,137,514 3,941,859 SH   SOLE   3,173,304 0 768,555
ROCKWELL AUTOMATION INC COM 773903109 BBG001S5VRF5 96,700,087 311,454 SH   SOLE   233,744 0 77,710
ROSS STORES INC COM 778296103 BBG001S5VRS1 102,083,278 737,649 SH   SOLE   553,010 0 184,639
S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 69,347,009 157,421 SH   SOLE   129,344 0 28,077
SAIA INC COM 78709Y105 BBG001SL4QM4 164,949,952 376,409 SH   SOLE   306,639 0 69,770
SALESFORCE INC COM 79466L302 BBG001SDLP09 160,019,548 608,116 SH   SOLE   529,358 0 78,758
SAMSARA INC COM CL A 79589L106 BBG0099PW5Q0 66,278,961 1,985,589 SH   SOLE   1,622,307 0 363,282
SBA COMMUNICATIONS CORP NEW CL A 78410G104 BBG001SCWNN9 53,679,329 211,594 SH   SOLE   158,649 0 52,945
SCHWAB CHARLES CORP COM 808513105 BBG001S5VXD4 55,935,406 813,015 SH   SOLE   678,445 0 134,570
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 BBG001S7TD56 780,226 12,320 SH   SOLE   12,320 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 BBG00JPGYWV3 55,969,119 1,489,729 SH   SOLE   1,264,959 0 224,770
SENTINELONE INC CL A 81730H109 BBG00B6F2F27 63,817,592 2,325,714 SH   SOLE   1,898,364 0 427,350
SERVICENOW INC COM 81762P102 BBG001T4JFC0 209,297,631 296,250 SH   SOLE   260,226 0 36,024
SHIFT4 PMTS INC CL A 82452J109 BBG00TX393M3 57,356,655 771,545 SH   SOLE   625,575 0 145,970
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 BBG001SP0YQ8 25,007,289 408,149 SH   SOLE   319,787 0 88,362
SMARTSHEET INC COM CL A 83200N103 BBG00GQK3WC4 129,446,014 2,706,943 SH   SOLE   2,199,313 0 507,630
SPIRIT RLTY CAP INC NEW COM NEW 84860W300 BBG0027Z6XS1 6,302,020 144,244 SH   SOLE   105,979 0 38,265
STAG INDL INC COM 85254J102 BBG001T9F312 33,813,382 861,268 SH   SOLE   702,350 0 158,918
SUN CMNTYS INC COM 866674104 BBG001S7HRC0 83,743,887 626,591 SH   SOLE   488,456 0 138,135
SUPER MICRO COMPUTER INC COM 86800U104 BBG001SQGH95 13,149,583 46,259 SH   SOLE   36,968 0 9,291
TAPESTRY INC COM 876030107 BBG001SFH7D5 76,397,601 2,075,458 SH   SOLE   1,591,239 0 484,219
TENABLE HLDGS INC COM 88025T102 BBG00LBLCDR3 78,520,094 1,704,735 SH   SOLE   1,347,865 0 356,870
TERRENO RLTY CORP COM 88146M101 BBG001T60PW1 554,003 8,840 SH   SOLE   8,840 0 0
TESLA INC COM 88160R101 BBG001SQKGD7 84,842,425 341,446 SH   SOLE   303,646 0 37,800
TEXAS ROADHOUSE INC COM 882681109 BBG001SLR3C1 93,936,933 768,526 SH   SOLE   605,036 0 163,490
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 10,117,919 19,062 SH   SOLE   16,387 0 2,675
TIMKEN CO COM 887389104 BBG001S5WQK0 3,832,773 47,820 SH   SOLE   47,820 0 0
TJX COS INC NEW COM 872540109 BBG001S5WQ93 5,675,317 60,498 SH   SOLE   44,483 0 16,015
TRACTOR SUPPLY CO COM 892356106 BBG001S7K017 4,733,885 22,015 SH   SOLE   15,060 0 6,955
TRADEWEB MKTS INC CL A 892672106 BBG00NK8H9M7 44,018,182 484,355 SH   SOLE   379,723 0 104,632
TRANE TECHNOLOGIES PLC SHS G8994E103 BBG001S5SBV6 868,040 3,559 SH   SOLE   3,559 0 0
TRANSDIGM GROUP INC COM 893641100 BBG001SPV1C1 323,889,383 320,175 SH   SOLE   264,984 0 55,191
TRANSUNION COM 89400J107 BBG002Q7J607 40,071,260 583,194 SH   SOLE   457,434 0 125,760
UBER TECHNOLOGIES INC COM 90353T100 BBG002B04MW4 109,405,148 1,776,923 SH   SOLE   1,569,193 0 207,730
UNION PAC CORP COM 907818108 BBG001S5X2M0 100,368,652 408,634 SH   SOLE   356,513 0 52,121
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 229,055,151 435,077 SH   SOLE   378,295 0 56,782
UNIVERSAL DISPLAY CORP COM 91347P105 BBG001S5V9H3 30,439,603 159,153 SH   SOLE   128,243 0 30,910
VAXCYTE INC COM 92243G108 BBG009PHHPP4 91,411,240 1,455,593 SH   SOLE   1,157,711 0 297,882
VERTIV HOLDINGS CO COM CL A 92537N108 BBG00L2B8LM7 88,173,762 1,835,806 SH   SOLE   1,509,066 0 326,740
VISA INC COM CL A 92826C839 BBG001SRCFY3 282,823,253 1,086,319 SH   SOLE   945,191 0 141,128
VULCAN MATLS CO COM 929160109 BBG001S5X8R2 72,273,430 318,371 SH   SOLE   238,637 0 79,734
WALMART INC COM 931142103 BBG001S5XH92 62,554,861 396,796 SH   SOLE   332,306 0 64,490
WASTE CONNECTIONS INC COM 94106B101 BBG001SKJ4K1 56,946,649 381,501 SH   SOLE   290,915 0 90,586
WATSCO INC COM 942622200 BBG001S82CQ2 77,578,818 181,060 SH   SOLE   135,482 0 45,578
WESTERN DIGITAL CORP. COM 958102105 BBG001S5XD28 48,466,251 925,458 SH   SOLE   693,297 0 232,161
WEX INC COM 96208T104 BBG001SCJLG6 44,372,575 228,078 SH   SOLE   182,951 0 45,127
WILLIAMS COS INC COM 969457100 BBG001S5XH10 812,584 23,330 SH   SOLE   23,330 0 0
WILLIAMS SONOMA INC COM 969904101 BBG001SBW7S1 7,073,196 35,054 SH   SOLE   25,769 0 9,285
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 BBG00B0FS9V7 121,024,692 2,719,656 SH   SOLE   2,138,189 0 581,467
WINGSTOP INC COM 974155103 BBG008N298X9 64,149,105 250,016 SH   SOLE   202,906 0 47,110
WINTRUST FINL CORP COM 97650W108 BBG001S945T0 31,266,674 337,107 SH   SOLE   271,277 0 65,830
WNS HLDGS LTD SPON ADR 92932M101 BBG001SBK8N7 65,905,908 1,042,815 SH   SOLE   900,469 0 142,346
WORKDAY INC CL A 98138H101 BBG001T21KQ7 103,808,638 376,037 SH   SOLE   326,387 0 49,650
XENON PHARMACEUTICALS INC COM 98420N105 BBG002VBMLS5 10,939,020 237,495 SH   SOLE   190,025 0 47,470
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 BBG001S6SX73 38,688,036 141,543 SH   SOLE   107,022 0 34,521
ZSCALER INC COM 98980G102 BBG003338H61 91,296,617 412,063 SH   SOLE   322,583 0 89,480