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 25,190,671 2,164,147 SH   SOLE   1,858,377 0 305,770
AAON INC COM PAR $0.004 000360206 BBG001S6CZK0 848,403 9,630 SH   SOLE   9,630 0 0
ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 161,555,299 887,179 SH   SOLE   743,600 0 143,579
ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 55,970,567 310,103 SH   SOLE   258,388 0 51,715
ALIGN TECHNOLOGY INC COM 016255101 BBG001SCF1B9 64,318,577 196,141 SH   SOLE   137,214 0 58,927
ALKERMES PLC SHS G01767105 BBG001S6RXM7 34,723,799 1,282,741 SH   SOLE   1,074,459 0 208,282
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 446,243,521 2,956,626 SH   SOLE   2,588,687 0 367,939
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 9,928,418 65,207 SH   SOLE   44,631 0 20,576
AMAZON COM INC COM 023135106 BBG001S5PQL7 475,018,570 2,633,433 SH   SOLE   2,294,086 0 339,347
AMERICAN INTL GROUP INC COM NEW 026874784 BBG001S5NJG1 106,781,075 1,366,011 SH   SOLE   1,003,735 0 362,276
AMERIPRISE FINL INC COM 03076C106 BBG001SK6096 8,495,213 19,376 SH   SOLE   14,136 0 5,240
AMETEK INC COM 031100100 BBG001S5NN54 174,414,030 953,603 SH   SOLE   751,438 0 202,165
APOLLO GLOBAL MGMT INC COM 03769M106 BBG00ZNLTFL2 99,716,256 886,761 SH   SOLE   755,092 0 131,669
APPLE INC COM 037833100 BBG001S5N8V8 555,123,085 3,237,247 SH   SOLE   2,795,122 0 442,125
APPLIED MATLS INC COM 038222105 BBG001S5NMM7 1,344,207 6,518 SH   SOLE   6,518 0 0
APTIV PLC SHS G6095L109 BBG001TRL2T7 37,229,695 467,416 SH   SOLE   331,093 0 136,323
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 BBG0068KVVC7 86,349,786 649,344 SH   SOLE   454,363 0 194,981
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101 BBG007R7VP72 616,050,091 4,075,214 SH   SOLE   3,261,984 0 813,230
AVANTOR INC COM 05352A100 BBG00G2HHYF5 134,094,569 5,244,215 SH   SOLE   3,479,387 0 1,764,828
AVERY DENNISON CORP COM 053611109 BBG001S5NZM8 100,527,019 450,289 SH   SOLE   294,078 0 156,211
AVIENT CORPORATION COM 05368V106 BBG001S6RCD3 59,009,721 1,359,671 SH   SOLE   1,138,681 0 220,990
AXALTA COATING SYS LTD COM G0750C108 BBG0060CPLK3 64,677,342 1,880,702 SH   SOLE   1,587,242 0 293,460
AXON ENTERPRISE INC COM 05464C101 BBG001SB2HG5 221,927,507 709,306 SH   SOLE   487,560 0 221,746
AZEK CO INC CL A 05478C105 BBG00RP7FY15 74,712,294 1,487,700 SH   SOLE   1,245,360 0 242,340
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 8,705,977 229,588 SH   SOLE   167,533 0 62,055
BICYCLE THERAPEUTICS PLC SPONSORED ADS 088786108 BBG00P0YWQ97 25,869,033 1,038,917 SH   SOLE   870,207 0 168,710
BIO RAD LABS INC CL A 090572207 BBG001S625W4 79,726,148 230,509 SH   SOLE   169,948 0 60,561
BLOCK INC CL A 852234103 BBG001TFLWL5 362,002 4,280 SH   SOLE   4,280 0 0
BLUE OWL CAPITAL INC COM CL A 09581B103 BBG00XV417S7 85,418,166 4,529,065 SH   SOLE   2,938,533 0 1,590,532
BOOKING HOLDINGS INC COM 09857L108 BBG001S89N72 761,855 210 SH   SOLE   210 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 BBG003LFWPT4 71,597,042 631,590 SH   SOLE   416,647 0 214,943
BROADCOM INC COM 11135F101 BBG00KHY5SY8 31,991,421 24,137 SH   SOLE   19,227 0 4,910
BUILDERS FIRSTSOURCE INC COM 12008R107 BBG001S9CFC7 288,066,870 1,381,284 SH   SOLE   963,962 0 417,322
CADENCE DESIGN SYSTEM INC COM 127387108 BBG001S65YK1 115,383,737 370,675 SH   SOLE   314,874 0 55,801
CALIX INC COM 13100M509 BBG001T633M8 19,384,540 584,576 SH   SOLE   489,782 0 94,794
CAMECO CORP COM 13321L108 BBG001S5Y5S6 586,986 13,550 SH   SOLE   13,550 0 0
CAMTEK LTD ORD M20791105 BBG001SBFT84 17,951,576 214,296 SH   SOLE   180,744 0 33,552
CARDINAL HEALTH INC COM 14149Y108 BBG001S7PC34 5,067,392 45,285 SH   SOLE   33,055 0 12,230
CASELLA WASTE SYS INC CL A 147448104 BBG001SB5S05 83,842,946 848,012 SH   SOLE   709,802 0 138,210
CCC INTELLIGENT SOLUTIONS HL COM 12510Q100 BBG00WNSJM58 36,728,861 3,070,975 SH   SOLE   2,580,565 0 490,410
CDW CORP COM 12514G108 BBG001V18TB6 85,515,352 334,332 SH   SOLE   230,969 0 103,363
CELANESE CORP DEL COM 150870103 BBG001SJDDG5 89,305,469 519,641 SH   SOLE   391,096 0 128,545
CHAMPIONX CORPORATION COM 15872M104 BBG00JH9V005 36,228,012 1,009,418 SH   SOLE   844,668 0 164,750
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 7,159,345 45,387 SH   SOLE   36,937 0 8,450
CHIPOTLE MEXICAN GRILL INC COM 169656105 BBG001SP50B3 106,292,989 36,567 SH   SOLE   27,703 0 8,864
CHURCHILL DOWNS INC COM 171484108 BBG001S67Z80 52,410,724 423,521 SH   SOLE   354,011 0 69,510
CINTAS CORP COM 172908105 BBG001S7CRG1 9,808,727 14,277 SH   SOLE   10,437 0 3,840
CISCO SYS INC COM 17275R102 BBG001S6HC62 84,173,373 1,686,503 SH   SOLE   1,434,158 0 252,345
CME GROUP INC COM 12572Q105 BBG001S86547 5,552,975 25,793 SH   SOLE   18,813 0 6,980
COCA COLA CO COM 191216100 BBG001S5SMQ8 10,972,878 179,354 SH   SOLE   130,906 0 48,448
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 BBG001SC5GP2 6,171,790 94,471 SH   SOLE   68,968 0 25,503
COHERENT CORP COM 19247G107 BBG001S5S6N6 68,487,082 1,129,777 SH   SOLE   801,739 0 328,038
COMFORT SYS USA INC COM 199908104 BBG001SB1GG8 211,924,008 667,036 SH   SOLE   490,657 0 176,379
CONOCOPHILLIPS COM 20825C104 BBG001S5TZM2 5,884,664 46,234 SH   SOLE   46,234 0 0
CONSTELLATION BRANDS INC CL A 21036P108 BBG001SD31G5 116,085,189 427,161 SH   SOLE   316,682 0 110,479
COOPER COS INC COM 216648501 BBG001S5Q1H6 78,831,478 776,971 SH   SOLE   540,156 0 236,815
COPART INC COM 217204106 BBG001S7MTB1 125,514,485 2,167,032 SH   SOLE   1,512,151 0 654,881
COSTAR GROUP INC COM 22160N109 BBG001SD3DY9 159,137,822 1,647,389 SH   SOLE   1,263,254 0 384,135
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 124,002,220 169,256 SH   SOLE   145,215 0 24,041
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105 BBG00T68J2H9 17,846,769 842,226 SH   SOLE   705,223 0 137,003
CSX CORP COM 126408103 BBG001S5Q7Q3 1,059,831 28,590 SH   SOLE   28,590 0 0
CUMMINS INC COM 231021106 BBG001S5Q9M3 5,243,591 17,796 SH   SOLE   13,106 0 4,690
CYTOKINETICS INC COM NEW 23282W605 BBG001SGMVF2 51,277,472 731,386 SH   SOLE   545,264 0 186,122
DANAHER CORPORATION COM 235851102 BBG001S5QGT0 5,190,430 20,785 SH   SOLE   18,385 0 2,400
DATADOG INC CL A COM 23804L103 BBG003NJHZW5 61,747,904 499,579 SH   SOLE   348,071 0 151,508
DAYFORCE INC COM 15677J108 BBG005D7PF43 65,859,797 994,711 SH   SOLE   740,497 0 254,214
DECKERS OUTDOOR CORP COM 243537107 BBG001S7GXB9 47,659,759 50,634 SH   SOLE   32,389 0 18,245
DESCARTES SYS GROUP INC COM 249906108 BBG001SBJY34 47,480,638 518,744 SH   SOLE   323,283 0 195,461
DEVON ENERGY CORP NEW COM 25179M103 BBG001S63VG4 45,856,831 913,847 SH   SOLE   724,965 0 188,882
DEXCOM INC COM 252131107 BBG001SKZG99 213,523,274 1,539,461 SH   SOLE   1,195,964 0 343,497
DIAMONDBACK ENERGY INC COM 25278X109 BBG002PHSZN7 68,494,491 345,635 SH   SOLE   293,194 0 52,441
DRAFTKINGS INC NEW COM CL A 26142V105 BBG0134WCMB3 91,164,541 2,007,587 SH   SOLE   1,484,596 0 522,991
DYNATRACE INC COM NEW 268150109 BBG00PNN7CW9 89,323,346 1,923,414 SH   SOLE   1,393,749 0 529,665
EAST WEST BANCORP INC COM 27579R104 BBG001SCC7R2 42,962,030 543,067 SH   SOLE   357,680 0 185,387
ELI LILLY & CO COM 532457108 BBG001S5STL8 22,035,717 28,325 SH   SOLE   22,580 0 5,745
EMCOR GROUP INC COM 29084Q100 BBG001S5QVG1 1,239,708 3,540 SH   SOLE   3,540 0 0
ENPHASE ENERGY INC COM 29355A107 BBG001V28NC6 36,856,242 304,647 SH   SOLE   213,934 0 90,713
EQUINIX INC COM 29444U700 BBG001SKBNS9 57,293,577 69,419 SH   SOLE   55,881 0 13,538
EQUITY LIFESTYLE PPTYS INC COM 29472R108 BBG001S5T5G5 6,291,043 97,687 SH   SOLE   71,292 0 26,395
EXPEDIA GROUP INC COM NEW 30212P303 BBG001SP8VM0 34,339,724 249,290 SH   SOLE   175,080 0 74,210
F5 INC COM 315616102 BBG001SCP8D1 97,734,972 515,507 SH   SOLE   377,904 0 137,603
FABRINET SHS G3323L100 BBG001SP57F4 56,785,577 300,421 SH   SOLE   251,716 0 48,705
FAIR ISAAC CORP COM 303250104 BBG001S8ZT61 96,681,737 77,370 SH   SOLE   54,946 0 22,424
FERGUSON PLC NEW SHS G3421J106 BBG00NZ6VPK5 6,327,043 28,966 SH   SOLE   21,136 0 7,830
FIDELITY NATL INFORMATION SV COM 31620M106 BBG001S8SWQ0 4,855,081 65,450 SH   SOLE   48,170 0 17,280
FIRST CTZNS BANCSHARES INC N CL A 31946M103 BBG001S5R2V7 45,311,556 27,713 SH   SOLE   20,422 0 7,291
FIVE BELOW INC COM 33829M101 BBG001TCDMY9 67,777,897 373,679 SH   SOLE   245,082 0 128,597
FLEX LTD ORD Y2573F102 BBG001SC5SP6 51,543,175 1,801,579 SH   SOLE   1,279,172 0 522,407
FLYWIRE CORPORATION COM VTG 302492103 BBG002030ND3 120,018,152 4,837,491 SH   SOLE   3,517,605 0 1,319,886
GALLAGHER ARTHUR J & CO COM 363576109 BBG001S5NKC2 72,857,173 291,382 SH   SOLE   206,821 0 84,561
GARTNER INC COM 366651107 BBG001S5SD60 6,849,748 14,370 SH   SOLE   14,370 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 BBG01BFR8YW0 59,604,162 655,639 SH   SOLE   456,005 0 199,634
GENPACT LIMITED SHS G3922B107 BBG001SJT2Y2 50,715,322 1,539,160 SH   SOLE   980,417 0 558,743
GITLAB INC CLASS A COM 37637K108 BBG00DHTYPJ6 49,195,719 843,548 SH   SOLE   706,458 0 137,090
GLOBAL PMTS INC COM 37940X102 BBG001SGS2Z8 115,448,151 863,745 SH   SOLE   664,526 0 199,219
HAEMONETICS CORP MASS COM 405024100 BBG001S6QB64 59,733,136 699,861 SH   SOLE   586,171 0 113,690
HALLIBURTON CO COM 406216101 BBG001S5RS59 37,308,097 946,426 SH   SOLE   662,019 0 284,407
HEICO CORP NEW CL A 422806208 BBG001S96YM2 3,098,812 20,130 SH   SOLE   20,130 0 0
HERSHEY CO COM 427866108 BBG001S5S148 7,432,818 38,215 SH   SOLE   27,905 0 10,310
HEXCEL CORP NEW COM 428291108 BBG001S5S2J0 74,181,407 1,018,276 SH   SOLE   744,003 0 274,273
HILTON WORLDWIDE HLDGS INC COM 43300A203 BBG0058KMH49 80,858,094 379,064 SH   SOLE   263,846 0 115,218
HOME DEPOT INC COM 437076102 BBG001S5RTW7 143,775,880 374,807 SH   SOLE   319,934 0 54,873
HUBBELL INC COM 443510607 BBG001S5S1L9 93,613,282 225,547 SH   SOLE   142,155 0 83,392
HUBSPOT INC COM 443573100 BBG001T53670 121,826,409 194,437 SH   SOLE   147,109 0 47,328
HUMANA INC COM 444859102 BBG001S5S1X6 293,672 847 SH   SOLE   847 0 0
HUNT J B TRANS SVCS INC COM 445658107 BBG001S5SFY4 85,961,919 431,427 SH   SOLE   324,297 0 107,130
ICHOR HOLDINGS SHS G4740B105 BBG00F9VSD81 12,971,184 335,867 SH   SOLE   281,233 0 54,634
ICON PLC SHS G4705A100 BBG001SDCL35 180,365,676 536,883 SH   SOLE   423,858 0 113,025
IDEX CORP COM 45167R104 BBG001S67N14 87,817,918 359,880 SH   SOLE   235,090 0 124,790
IDEXX LABS INC COM 45168D104 BBG001S5S4Y9 92,879,402 172,021 SH   SOLE   120,405 0 51,616
ILLINOIS TOOL WKS INC COM 452308109 BBG001S5SDX0 3,188,565 11,883 SH   SOLE   10,138 0 1,745
IMPINJ INC COM 453204109 BBG001T313Q3 48,236,703 375,646 SH   SOLE   314,746 0 60,900
INNOVIVA INC COM 45781M101 BBG001SF23V0 32,181,744 2,111,663 SH   SOLE   1,768,844 0 342,819
INSIGHT ENTERPRISES INC COM 45765U103 BBG001S7LHJ0 75,211,107 405,407 SH   SOLE   339,658 0 65,749
INSPIRE MED SYS INC COM 457730109 BBG00209SZK5 115,620,168 538,294 SH   SOLE   404,669 0 133,625
INSULET CORP COM 45784P101 BBG001SRF439 80,269,962 468,320 SH   SOLE   314,227 0 154,093
INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 16,655,149 87,218 SH   SOLE   64,491 0 22,727
INTUIT COM 461202103 BBG001S6TWR2 916,500 1,410 SH   SOLE   1,410 0 0
IRHYTHM TECHNOLOGIES INC COM 450056106 BBG001TSQV70 58,310,648 502,678 SH   SOLE   420,968 0 81,710
ITT INC COM 45073V108 BBG00CVQZQB3 98,433,621 723,617 SH   SOLE   605,669 0 117,948
JABIL INC COM 466313103 BBG001S7RB70 39,040,475 291,456 SH   SOLE   204,878 0 86,578
KEYCORP COM 493267108 BBG001S5SKV6 42,857,068 2,710,757 SH   SOLE   1,730,865 0 979,892
KINSALE CAP GROUP INC COM 49714P108 BBG00D8JDB02 55,780,387 106,301 SH   SOLE   89,112 0 17,189
LANTHEUS HLDGS INC COM 516544103 BBG006Q52RF8 121,867,040 1,958,018 SH   SOLE   1,520,119 0 437,899
LEGEND BIOTECH CORP SPONSORED ADS 52490G102 BBG00TTGH6N2 125,628,902 2,239,774 SH   SOLE   1,638,091 0 601,683
LENNAR CORP CL A 526057104 BBG001S5SRK3 8,346,877 48,534 SH   SOLE   35,409 0 13,125
LIGHTSPEED COMMERCE INC SUB VTG SHS 53229C107 BBG00B0JR9Q6 34,983,797 2,488,179 SH   SOLE   2,086,449 0 401,730
LINCOLN ELEC HLDGS INC COM 533900106 BBG001S5TV87 165,127,144 646,442 SH   SOLE   463,805 0 182,637
LIVE NATION ENTERTAINMENT IN COM 538034109 BBG001SNP2B2 43,766,939 413,794 SH   SOLE   287,615 0 126,179
LPL FINL HLDGS INC COM 50212V100 BBG001T5GK39 101,776,973 385,227 SH   SOLE   269,663 0 115,564
LULULEMON ATHLETICA INC COM 550021109 BBG001STBM75 34,796,814 89,074 SH   SOLE   60,809 0 28,265
M/I HOMES INC COM 55305B101 BBG001S7HGC4 166,272,301 1,219,989 SH   SOLE   894,618 0 325,371
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 BBG001T4BB37 42,203,063 441,270 SH   SOLE   281,787 0 159,483
MARQETA INC CLASS A COM 57142B104 BBG0112Z8873 44,216,352 7,418,851 SH   SOLE   5,384,065 0 2,034,786
MARVELL TECHNOLOGY INC COM 573874104 BBG00ZXBJ162 2,051,671 28,946 SH   SOLE   28,946 0 0
MASIMO CORP COM 574795100 BBG001S71GQ6 100,753,791 686,100 SH   SOLE   460,538 0 225,562
MEDIAALPHA INC CL A 58450V104 BBG00XRTJ8D2 363,605 17,850 SH   SOLE   17,850 0 0
MERCK & CO INC COM 58933Y105 BBG001S5TC52 12,379,021 93,816 SH   SOLE   68,465 0 25,351
MERITAGE HOMES CORP COM 59001A102 BBG001S9F527 86,091,204 490,660 SH   SOLE   411,116 0 79,544
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 341,160,645 702,584 SH   SOLE   618,259 0 84,325
METTLER TOLEDO INTERNATIONAL COM 592688105 BBG001SB87G1 3,493,305 2,624 SH   SOLE   2,090 0 534
MGM RESORTS INTERNATIONAL COM 552953101 BBG001S6BYT5 111,526,824 2,362,356 SH   SOLE   2,086,240 0 276,116
MICROCHIP TECHNOLOGY INC. COM 595017104 BBG001S787B5 11,679,973 130,197 SH   SOLE   95,023 0 35,174
MICROSOFT CORP COM 594918104 BBG001S5TD05 640,726,963 1,522,930 SH   SOLE   1,296,810 0 226,120
MICROSTRATEGY INC CL A NEW 594972408 BBG001SC7PX1 60,891,997 35,723 SH   SOLE   26,481 0 9,242
MKS INSTRS INC COM 55306N104 BBG001SBB6Q8 82,468,326 620,063 SH   SOLE   423,955 0 196,108
MONDAY COM LTD SHS M7S64H106 BBG00GF8K4X3 93,867,958 415,584 SH   SOLE   303,586 0 111,998
MONGODB INC CL A 60937P106 BBG0022FDRZ7 79,567,217 221,858 SH   SOLE   155,408 0 66,450
MOONLAKE IMMUNOTHERAPEUTICS CLASS A ORD 61559X104 BBG00XQZQVP7 45,753,151 910,873 SH   SOLE   764,399 0 146,474
MSCI INC COM 55354G100 BBG001SV8B05 84,357,736 150,518 SH   SOLE   110,437 0 40,081
MUELLER INDS INC COM 624756102 BBG001S6PVC4 9,106,027 168,849 SH   SOLE   123,244 0 45,605
MURAL ONCOLOGY PUB LTD CO ORD SHS G63365103 BBG01BCJBZC6 7,571,763 1,548,418 SH   SOLE   1,278,304 0 270,114
NANO DIMENSION LTD SPONSORD ADS NEW 63008G203 BBG009DFFWM1 415,160 149,070 SH   SOLE   149,070 0 0
NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 BBG008417VP2 307,798 7,860 SH   SOLE   7,860 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 BBG001S8W4X9 69,400,379 503,193 SH   SOLE   321,516 0 181,677
NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 5,741,738 89,841 SH   SOLE   78,691 0 11,150
NEXTRACKER INC CLASS A COM 65290E101 BBG00835TQ17 45,156,056 802,489 SH   SOLE   671,639 0 130,850
NICE LTD SPONSORED ADR 653656108 BBG001S9RK49 148,927,718 571,436 SH   SOLE   419,369 0 152,067
NORTHERN OIL & GAS INC COM 665531307 BBG001SK2P31 69,430,040 1,749,749 SH   SOLE   1,464,179 0 285,570
NOVA LTD COM M7516K103 BBG001SD4C89 38,660,681 217,954 SH   SOLE   182,430 0 35,524
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 542,105,984 599,967 SH   SOLE   523,036 0 76,931
NXP SEMICONDUCTORS N V COM N6596X109 BBG001SF62F6 92,799,476 374,539 SH   SOLE   276,628 0 97,911
OLD DOMINION FREIGHT LINE IN COM 679580100 BBG001S6WQT9 547,836 2,498 SH   SOLE   2,498 0 0
ON HLDG AG NAMEN AKT A H5919C104 BBG00LQK89G5 65,897,727 1,862,570 SH   SOLE   1,161,820 0 700,750
OPTION CARE HEALTH INC COM NEW 68404L201 BBG001S6X756 173,448,253 5,171,385 SH   SOLE   3,807,982 0 1,363,403
OVINTIV INC COM 69047Q102 BBG00R2NHQ74 71,881,604 1,385,002 SH   SOLE   882,507 0 502,495
PALO ALTO NETWORKS INC COM 697435105 BBG001T9NWN5 40,508,700 142,571 SH   SOLE   97,805 0 44,766
PALOMAR HLDGS INC COM 69753M105 BBG00NLMRYV9 36,668,248 437,412 SH   SOLE   368,395 0 69,017
PATTERSON-UTI ENERGY INC COM 703481101 BBG001S7GWF7 46,380,858 3,884,494 SH   SOLE   3,250,501 0 633,993
PAYLOCITY HLDG CORP COM 70438V106 BBG006598YZ0 46,029,264 267,830 SH   SOLE   177,537 0 90,293
PERMIAN RESOURCES CORP CLASS A COM 71424F105 BBG00D61Y2G3 80,210,554 4,541,934 SH   SOLE   2,889,217 0 1,652,717
PFIZER INC COM 717081103 BBG001S5V466 7,056,548 254,290 SH   SOLE   254,290 0 0
PLEXUS CORP COM 729132100 BBG001S5V812 36,434,395 384,248 SH   SOLE   246,437 0 137,811
PRIMERICA INC COM 74164M108 BBG001T5ZSQ6 57,839,304 228,650 SH   SOLE   186,660 0 41,990
PROCORE TECHNOLOGIES INC COM 74275K108 BBG0026ZJ313 72,345,885 880,442 SH   SOLE   624,341 0 256,101
PROGRESSIVE CORP COM 743315103 BBG001S5V509 127,692,823 617,410 SH   SOLE   526,477 0 90,933
PTC INC COM 69370C100 BBG001S6DNK6 88,278,625 467,231 SH   SOLE   298,245 0 168,986
RAMBUS INC DEL COM 750917106 BBG001S7RF80 20,276,956 328,053 SH   SOLE   274,727 0 53,326
RANPAK HOLDINGS CORP COM CL A 75321W103 BBG00JRXX6Z8 3,182,392 404,370 SH   SOLE   404,370 0 0
RAYMOND JAMES FINL INC COM 754730109 BBG001S5VQ03 5,149,000 40,095 SH   SOLE   40,095 0 0
RED ROCK RESORTS INC CL A 75700L108 BBG00B6G8068 79,452,924 1,328,200 SH   SOLE   843,662 0 484,538
REGAL REXNORD CORPORATION COM 758750103 BBG001S5VL68 54,486,013 302,532 SH   SOLE   192,715 0 109,817
REPLIGEN CORP COM 759916109 BBG001S5VNT9 43,278,215 235,310 SH   SOLE   148,708 0 86,602
RESTAURANT BRANDS INTL INC COM 76131D103 BBG0076WG2T4 6,627,798 83,421 SH   SOLE   61,411 0 22,010
REVOLVE GROUP INC CL A 76156B107 BBG00M4RHC48 33,735,030 1,593,530 SH   SOLE   1,334,440 0 259,090
REXFORD INDL RLTY INC COM 76169C100 BBG004MB82S9 36,605,523 727,744 SH   SOLE   608,184 0 119,560
ROCKET PHARMACEUTICALS INC COM 77313F106 BBG001T92156 107,329,768 3,984,030 SH   SOLE   2,956,743 0 1,027,287
ROCKWELL AUTOMATION INC COM 773903109 BBG001S5VRF5 88,676,224 304,384 SH   SOLE   212,455 0 91,929
ROSS STORES INC COM 778296103 BBG001S5VRS1 105,868,260 721,370 SH   SOLE   502,764 0 218,606
S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 54,113,752 127,192 SH   SOLE   104,401 0 22,791
SAIA INC COM 78709Y105 BBG001SL4QM4 151,562,970 259,082 SH   SOLE   199,126 0 59,956
SALESFORCE INC COM 79466L302 BBG001SDLP09 177,866,048 590,564 SH   SOLE   509,595 0 80,969
SAMSARA INC COM CL A 79589L106 BBG0099PW5Q0 84,224,803 2,228,759 SH   SOLE   1,891,357 0 337,402
SAP SE SPON ADR 803054204 BBG001S6RD41 58,935,783 302,188 SH   SOLE   259,272 0 42,916
SBA COMMUNICATIONS CORP NEW CL A 78410G104 BBG001SCWNN9 44,962,796 207,489 SH   SOLE   144,695 0 62,794
SCHWAB CHARLES CORP COM 808513105 BBG001S5VXD4 67,287,370 930,154 SH   SOLE   772,039 0 158,115
SELECTIVE INS GROUP INC COM 816300107 BBG001S5W2R6 55,467,639 508,085 SH   SOLE   368,355 0 139,730
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 BBG00JPGYWV3 45,316,475 1,233,437 SH   SOLE   1,032,497 0 200,940
SERVICENOW INC COM 81762P102 BBG001T4JFC0 214,530,178 281,388 SH   SOLE   244,004 0 37,384
SHIFT4 PMTS INC CL A 82452J109 BBG00TX393M3 88,087,960 1,333,252 SH   SOLE   1,028,382 0 304,870
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 BBG001SP0YQ8 28,798,873 374,303 SH   SOLE   232,956 0 141,347
SMARTSHEET INC COM CL A 83200N103 BBG00GQK3WC4 91,871,472 2,386,272 SH   SOLE   1,803,339 0 582,933
STAG INDL INC COM 85254J102 BBG001T9F312 37,190,123 967,485 SH   SOLE   820,037 0 147,448
SUN CMNTYS INC COM 866674104 BBG001S7HRC0 77,662,834 604,004 SH   SOLE   389,584 0 214,420
SUPER MICRO COMPUTER INC COM 86800U104 BBG001SQGH95 56,211,200 55,653 SH   SOLE   43,097 0 12,556
SYNAPTICS INC COM 87157D109 BBG001SCDXM9 13,064,845 133,916 SH   SOLE   84,139 0 49,777
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG001S5WWW4 116,246,324 854,438 SH   SOLE   738,741 0 115,697
TAPESTRY INC COM 876030107 BBG001SFH7D5 49,473,020 1,041,976 SH   SOLE   665,166 0 376,810
TENABLE HLDGS INC COM 88025T102 BBG00LBLCDR3 40,938,667 828,215 SH   SOLE   693,945 0 134,270
TERRENO RLTY CORP COM 88146M101 BBG001T60PW1 586,976 8,840 SH   SOLE   8,840 0 0
TESLA INC COM 88160R101 BBG001SQKGD7 51,165,508 291,060 SH   SOLE   251,960 0 39,100
TEXAS ROADHOUSE INC COM 882681109 BBG001SLR3C1 114,418,864 740,719 SH   SOLE   531,149 0 209,570
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 10,249,057 17,634 SH   SOLE   14,959 0 2,675
TIMKEN CO COM 887389104 BBG001S5WQK0 4,180,903 47,820 SH   SOLE   47,820 0 0
TJX COS INC NEW COM 872540109 BBG001S5WQ93 6,605,789 65,133 SH   SOLE   47,538 0 17,595
TRACTOR SUPPLY CO COM 892356106 BBG001S7K017 7,161,706 27,364 SH   SOLE   19,949 0 7,415
TRADEWEB MKTS INC CL A 892672106 BBG00NK8H9M7 48,268,732 463,365 SH   SOLE   295,690 0 167,675
TRANE TECHNOLOGIES PLC SHS G8994E103 BBG001S5SBV6 946,831 3,154 SH   SOLE   3,154 0 0
TRANSDIGM GROUP INC COM 893641100 BBG001SPV1C1 388,415,162 315,374 SH   SOLE   253,672 0 61,702
UBER TECHNOLOGIES INC COM 90353T100 BBG002B04MW4 136,093,156 1,767,673 SH   SOLE   1,537,206 0 230,467
UNION PAC CORP COM 907818108 BBG001S5X2M0 103,903,535 422,492 SH   SOLE   360,952 0 61,540
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 211,057,365 426,637 SH   SOLE   366,621 0 60,016
UNIVERSAL DISPLAY CORP COM 91347P105 BBG001S5V9H3 20,680,943 122,772 SH   SOLE   103,377 0 19,395
VAXCYTE INC COM 92243G108 BBG009PHHPP4 108,346,149 1,586,095 SH   SOLE   1,203,384 0 382,711
VERTIV HOLDINGS CO COM CL A 92537N108 BBG00L2B8LM7 277,618,511 3,399,272 SH   SOLE   2,434,416 0 964,856
VIKING THERAPEUTICS INC COM 92686J106 BBG006LGV887 54,294,742 662,131 SH   SOLE   494,231 0 167,900
VISA INC COM CL A 92826C839 BBG001SRCFY3 284,659,924 1,019,994 SH   SOLE   878,978 0 141,016
VULCAN MATLS CO COM 929160109 BBG001S5X8R2 84,982,049 311,381 SH   SOLE   217,039 0 94,342
WALMART INC COM 931142103 BBG001S5XH92 69,037,129 1,147,368 SH   SOLE   958,678 0 188,690
WASTE CONNECTIONS INC COM 94106B101 BBG001SKJ4K1 63,650,896 370,042 SH   SOLE   263,168 0 106,874
WATSCO INC COM 942622200 BBG001S82CQ2 9,106,792 21,082 SH   SOLE   15,377 0 5,705
WESTERN DIGITAL CORP. COM 958102105 BBG001S5XD28 43,728,573 640,806 SH   SOLE   444,556 0 196,250
WEX INC COM 96208T104 BBG001SCJLG6 61,373,952 258,384 SH   SOLE   216,497 0 41,887
WILEY JOHN & SONS INC CL A 968223206 BBG001S8K9L4 7,052,334 184,955 SH   SOLE   136,140 0 48,815
WILLIAMS COS INC COM 969457100 BBG001S5XH10 909,170 23,330 SH   SOLE   23,330 0 0
WILLIAMS SONOMA INC COM 969904101 BBG001SBW7S1 11,970,881 37,700 SH   SOLE   27,505 0 10,195
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 BBG00B0FS9V7 127,970,930 2,752,063 SH   SOLE   1,982,936 0 769,127
WINGSTOP INC COM 974155103 BBG008N298X9 115,349,315 314,818 SH   SOLE   247,288 0 67,530
WINTRUST FINL CORP COM 97650W108 BBG001S945T0 32,771,883 313,937 SH   SOLE   263,087 0 50,850
WNS HLDGS LTD COM SHS G98196101 BBG01M1K52F8 59,141,323 1,170,420 SH   SOLE   1,025,127 0 145,293
WORKDAY INC CL A 98138H101 BBG001T21KQ7 96,154,169 352,536 SH   SOLE   300,447 0 52,089
XENON PHARMACEUTICALS INC COM 98420N105 BBG002VBMLS5 14,953,461 347,351 SH   SOLE   298,211 0 49,140
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 BBG001S6SX73 52,090,372 172,805 SH   SOLE   121,485 0 51,320
ZSCALER INC COM 98980G102 BBG003338H61 70,942,356 368,283 SH   SOLE   275,355 0 92,928