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
ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 2,309,526 10,619 SH   SOLE   6,958 0 3,661
ABIVAX SA SPONSORED ADS 00370M103 BBG01JLQNZV9 147,309,146 1,322,938 SH   SOLE   1,216,689 0 106,249
ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109 BBG001V0GG18 75,461,646 5,436,718 SH   SOLE   5,009,486 0 427,232
ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 1,021,219 5,020 SH   SOLE   2,639 0 2,381
AFFIRM HLDGS INC COM CL A 00827B106 BBG00Y7BP8Z0 49,514,742 1,080,636 SH   SOLE   970,506 0 110,130
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 BBG001S7FTC8 81,241,478 245,539 SH   SOLE   199,761 0 45,778
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 582,810,504 2,026,744 SH   SOLE   1,458,696 0 568,048
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 14,482,701 50,487 SH   SOLE   44,326 0 6,161
AMAZON COM INC COM 023135106 BBG001S5PQL7 474,783,586 2,279,654 SH   SOLE   1,689,804 0 589,850
AMER SPORTS INC COM SHS G0260P102 BBG01KWR27K9 129,623,185 3,937,521 SH   SOLE   3,453,492 0 484,029
AMERICAN INTL GROUP INC COM NEW 026874784 BBG001S5NJG1 109,768,039 1,458,711 SH   SOLE   1,244,234 0 214,477
AMETEK INC COM 031100100 BBG001S5NN54 159,876,481 745,832 SH   SOLE   617,013 0 128,819
AMGEN INC COM 031162100 BBG001S5NNL6 5,999,746 17,052 SH   SOLE   12,352 0 4,700
API GROUP CORP COM STK 00187Y100 BBG00HVV7984 187,807,323 4,634,929 SH   SOLE   3,801,043 0 833,886
APPLE INC COM 037833100 BBG001S5N8V8 795,152,846 3,133,113 SH   SOLE   2,359,936 0 773,177
APPLIED DIGITAL CORP COM NEW 038169207 BBG001SK4K76 12,869,264 542,092 SH   SOLE   515,592 0 26,500
APPLIED INDL TECHNOLOGIES IN COM 03820C105 BBG001S5NK14 76,730,809 289,201 SH   SOLE   275,091 0 14,110
APPLIED MATLS INC COM 038222105 BBG001S5NMM7 319,915 936 SH   SOLE   936 0 0
APPLOVIN CORP COM CL A 03831W108 BBG006HFPX86 501,480 1,260 SH   SOLE   1,260 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 BBG0068KVVC7 171,591,074 1,572,787 SH   SOLE   1,168,204 0 404,583
ARISTA NETWORKS INC COM SHS 040413205 BBG001T51KQ0 95,817,728 780,402 SH   SOLE   627,732 0 152,670
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101 BBG007R7VP72 1,100,978,089 4,813,440 SH   SOLE   4,032,731 0 780,709
ASTERA LABS INC COM 04626A103 BBG00TDKHWK6 94,268,376 860,113 SH   SOLE   753,121 0 106,992
AUTOZONE INC COM 053332102 BBG001S6Q5D9 95,803,684 28,363 SH   SOLE   24,223 0 4,140
AVALO THERAPEUTICS INC COM NEW 05338F306 BBG001V1GPQ9 233,490 15,639 SH   SOLE   10,218 0 5,421
AVIENT CORPORATION COM 05368V106 BBG001S6RCD3 56,971,688 1,569,468 SH   SOLE   1,492,828 0 76,640
AXON ENTERPRISE INC COM 05464C101 BBG001SB2HG5 451,927,224 1,064,134 SH   SOLE   814,529 0 249,605
BANCO BILBAO VIZCAYA ARGENTA SPONSORED ADR 05946K101 BBG001S5XP76 5,819,825 268,690 SH   SOLE   194,955 0 73,735
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 52,010,644 1,066,885 SH   SOLE   463,137 0 603,748
BIO-TECHNE CORP COM 09073M104 BBG001S66C28 44,736,807 856,043 SH   SOLE   767,903 0 88,140
BIRKENSTOCK HOLDING PLC COM SHS M2029K104 BBG01J9M43R9 83,798,452 2,338,779 SH   SOLE   2,242,874 0 95,905
BLOOM ENERGY CORP COM CL A 093712107 BBG001T53509 161,446,090 1,191,572 SH   SOLE   1,103,257 0 88,315
BOSTON SCIENTIFIC CORP COM 101137107 BBG001S63L94 374,304 5,965 SH   SOLE   3,895 0 2,070
BRAZE INC COM CL A 10576N102 BBG00294NX54 93,823,921 3,973,906 SH   SOLE   3,777,775 0 196,131
BROADCOM INC COM 11135F101 BBG00KHY5SY8 382,840,683 1,236,925 SH   SOLE   909,212 0 327,713
C H ROBINSON WORLDWIDE IN COM NEW 12541W209 BBG001SB6KF5 71,327,065 429,500 SH   SOLE   385,960 0 43,540
CALIX INC COM 13100M509 BBG001T633M8 75,743,488 1,546,101 SH   SOLE   1,470,911 0 75,190
CAMECO CORP COM 13321L108 BBG001S5Y5S6 337,777 3,110 SH   SOLE   3,110 0 0
CARDINAL HEALTH INC COM 14149Y108 BBG001S7PC34 2,756,116 13,043 SH   SOLE   13,043 0 0
CASELLA WASTE SYS INC CL A 147448104 BBG001SB5S05 65,256,515 822,492 SH   SOLE   784,065 0 38,427
CATERPILLAR INC COM 149123101 BBG001S5PJ06 22,900,629 32,325 SH   SOLE   26,335 0 5,990
CELSIUS HLDGS INC COM NEW 15118V207 BBG001SQSKT3 133,720,962 3,768,911 SH   SOLE   3,468,261 0 300,650
CENCORA INC COM 03073E105 BBG001S8X7P0 137,250,518 436,909 SH   SOLE   354,074 0 82,835
CHENIERE ENERGY INC COM NEW 16411R208 BBG001S7W158 130,258,215 459,044 SH   SOLE   334,142 0 124,902
CIENA CORP COM NEW 171779309 BBG001S61J73 12,326,303 31,750 SH   SOLE   31,750 0 0
CITIGROUP INC COM NEW 172967424 BBG001S72ZG4 5,041,868 44,457 SH   SOLE   32,257 0 12,200
CLEAN HARBORS INC COM 184496107 BBG001S5PW98 74,862,909 261,092 SH   SOLE   234,462 0 26,630
CLOUDFLARE INC CL A COM 18915M107 BBG001WMKHJ3 111,746,725 541,566 SH   SOLE   439,564 0 102,002
COCA COLA CO COM 191216100 BBG001S5SMQ8 10,180,585 133,867 SH   SOLE   96,969 0 36,898
COEUR MNG INC COM NEW 192108504 BBG001S5PM54 51,408,139 2,738,846 SH   SOLE   2,526,321 0 212,525
COHERENT CORP COM 19247G107 BBG001S5S6N6 94,484,681 396,644 SH   SOLE   288,681 0 107,963
COMFORT SYS USA INC COM 199908104 BBG001SB1GG8 856,235,416 620,915 SH   SOLE   518,493 0 102,422
CORE NATURAL RESOURCES INC COM SHS 218937100 BBG00HC115M9 351,893 3,360 SH   SOLE   3,360 0 0
CORE SCIENTIFIC INC NEW COM 21874A106 BBG01L5GH1G3 22,140,994 1,480,013 SH   SOLE   1,329,443 0 150,570
CORPAY INC COM SHS 219948106 BBG001SHC7K8 41,646,618 143,120 SH   SOLE   118,163 0 24,957
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105 BBG00T68J2H9 86,944,178 926,219 SH   SOLE   880,014 0 46,205
CSX CORP COM 126408103 BBG001S5Q7Q3 68,073,166 1,658,299 SH   SOLE   1,350,467 0 307,832
CUMMINS INC COM 231021106 BBG001S5Q9M3 8,293,578 15,415 SH   SOLE   11,175 0 4,240
DANAHER CORP DEL COM 235851102 BBG001S5QGT0 20,949,283 110,492 SH   SOLE   107,762 0 2,730
DESCARTES SYS GROUP INC COM 249906108 BBG001SBJY34 57,384,107 801,902 SH   SOLE   740,357 0 61,545
DEXCOM INC COM 252131107 BBG001SKZG99 1,700,262 27,074 SH   SOLE   23,287 0 3,787
DIAMONDBACK ENERGY INC COM 25278X109 BBG002PHSZN7 99,582,200 503,474 SH   SOLE   460,937 0 42,537
DOMINION ENERGY INC COM 25746U109 BBG001S5QCP3 3,292,657 53,262 SH   SOLE   53,262 0 0
DOORDASH INC CL A 25809K105 BBG005D7QCK1 66,654,740 443,921 SH   SOLE   361,005 0 82,916
DORMAN PRODS INC COM 258278100 BBG001S5S932 48,139,390 461,282 SH   SOLE   438,692 0 22,590
DUTCH BROS INC CL A 26701L100 BBG01282ZJ56 117,194,666 2,313,357 SH   SOLE   2,140,045 0 173,312
DYNATRACE INC COM NEW 268150109 BBG00PNN7CW9 155,670,786 4,209,594 SH   SOLE   3,902,063 0 307,531
EAST WEST BANCORP INC COM 27579R104 BBG001SCC7R2 86,043,863 805,956 SH   SOLE   776,646 0 29,310
ELI LILLY & CO COM 532457108 BBG001S5STL8 335,329,189 364,579 SH   SOLE   272,418 0 92,161
ENTEGRIS INC COM 29362U104 BBG001SF9YL6 43,576,502 371,686 SH   SOLE   302,645 0 69,041
EQT CORP COM 26884L109 BBG001S5QXJ4 677,130 10,640 SH   SOLE   10,640 0 0
EVERPURE INC CL A 74624M102 BBG00212PW10 110,686,006 1,874,763 SH   SOLE   1,617,176 0 257,587
EXPEDIA GROUP INC COM NEW 30212P303 BBG001SP8VM0 3,854,016 16,692 SH   SOLE   12,107 0 4,585
F5 INC COM 315616102 BBG001SCP8D1 86,377,157 298,542 SH   SOLE   269,782 0 28,760
FABRINET SHS G3323L100 BBG001SP57F4 148,567,570 284,874 SH   SOLE   265,866 0 19,008
FAIR ISAAC CORP COM 303250104 BBG001S8ZT61 42,630,713 39,934 SH   SOLE   32,888 0 7,046
FASTENAL CO COM 311900104 BBG001S5R1F7 29,618,709 638,334 SH   SOLE   512,881 0 125,453
FIFTH THIRD BANCORP COM 316773100 BBG001S5R6S2 110,826,718 2,385,422 SH   SOLE   1,815,465 0 569,957
FIRST CTZNS BANCSHARES INC D CL A 31946M103 BBG001S5R2V7 6,002,642 3,185 SH   SOLE   3,185 0 0
FIRSTCASH HOLDINGS INC COM 33768G107 BBG0145KL756 81,214,684 431,993 SH   SOLE   406,368 0 25,625
FREEPORT MCMORAN INC CL B 35671D857 BBG001S5R3F3 31,997,450 544,359 SH   SOLE   504,622 0 39,737
FTAI AVIATION LTD SHS G3730V105 BBG019M62R54 697,815,609 2,848,227 SH   SOLE   2,403,714 0 444,513
GARMIN LTD SHS H2906T109 BBG001SG0H12 87,319,632 376,362 SH   SOLE   308,614 0 67,748
GARTNER INC COM 366651107 BBG001S5SD60 2,275,346 14,370 SH   SOLE   14,370 0 0
GE VERNOVA INC COM 36828A101 BBG013G17W77 173,974,371 199,306 SH   SOLE   120,330 0 78,976
GENEDX HOLDINGS CORP COM CL A 81663L200 BBG00XDHY5R7 87,924,116 1,369,108 SH   SOLE   1,274,824 0 94,284
GENIUS SPORTS LIMITED SHARES CL A G3934V109 BBG00YXVPVG7 917,675 207,150 SH   SOLE   207,150 0 0
GILEAD SCIENCES INC COM 375558103 BBG001S6Y1X7 3,719,785 26,690 SH   SOLE   26,690 0 0
GLAUKOS CORP COM 377322102 BBG001T91NX8 51,915,698 482,219 SH   SOLE   445,507 0 36,712
GLOBE LIFE INC COM 37959E102 BBG001S5WRX4 117,240,009 842,423 SH   SOLE   758,413 0 84,010
GOLDMAN SACHS GROUP INC COM 38141G104 BBG001SC07Z6 5,984,533 7,074 SH   SOLE   5,121 0 1,953
GUARDANT HEALTH INC COM 40131M109 BBG006D97VZ8 125,857,727 1,362,539 SH   SOLE   1,260,082 0 102,457
GUIDEWIRE SOFTWARE INC COM 40171V100 BBG001TWHGX5 72,773,054 486,581 SH   SOLE   462,238 0 24,343
HAMILTON LANE INC CL A 407497106 BBG00FX58Q75 36,198,896 364,174 SH   SOLE   346,439 0 17,735
HEALTHEQUITY INC COM 42226A107 BBG001T8JKN8 59,572,707 712,848 SH   SOLE   678,080 0 34,768
HEICO CORP NEW CL A 422806208 BBG001S96YM2 4,249,242 20,130 SH   SOLE   20,130 0 0
HERSHEY CO COM 427866108 BBG001S5S148 6,061,657 29,158 SH   SOLE   21,128 0 8,030
HILTON WORLDWIDE HLDGS INC COM 43300A203 BBG0058KMH49 139,093,786 457,425 SH   SOLE   371,262 0 86,163
HOME DEPOT INC COM 437076102 BBG001S5RTW7 6,711,000 20,405 SH   SOLE   15,945 0 4,460
HOULIHAN LOKEY INC CL A 441593100 BBG001SFVN99 78,073,412 543,611 SH   SOLE   517,088 0 26,523
HOWMET AEROSPACE INC COM 443201108 BBG00DYNJH69 527,683,511 2,289,697 SH   SOLE   1,659,834 0 629,863
HUBSPOT INC COM 443573100 BBG001T53670 56,869,442 232,976 SH   SOLE   209,508 0 23,468
HUNT J B TRANS SVCS INC COM 445658107 BBG001S5SFY4 48,435,504 228,577 SH   SOLE   184,245 0 44,332
IDEX CORP COM 45167R104 BBG001S67N14 80,751,901 426,019 SH   SOLE   382,565 0 43,454
IDEXX LABS INC COM 45168D104 BBG001S5S4Y9 74,652,473 132,860 SH   SOLE   107,577 0 25,283
IMAX CORP COM 45245E109 BBG001S5Z701 88,896,876 2,338,776 SH   SOLE   2,223,106 0 115,670
IMMUNOVANT INC COM 45258J102 BBG00P5MC0R7 213,152 8,581 SH   SOLE   5,589 0 2,992
INSMED INC COM PAR $.01 457669307 BBG001S9SKW7 240,122,429 1,468,459 SH   SOLE   1,263,288 0 205,171
INSTALLED BLDG PRODS INC COM 45780R101 BBG005TJKF09 55,216,957 208,248 SH   SOLE   187,018 0 21,230
INSULET CORP COM 45784P101 BBG001SRF439 352,894 1,682 SH   SOLE   926 0 756
INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 804,735 3,320 SH   SOLE   3,320 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 BBG001S7XR78 1,860,556 4,036 SH   SOLE   2,687 0 1,349
IONIS PHARMACEUTICALS INC COM 462222100 BBG001SB7RD1 262,965 3,502 SH   SOLE   2,153 0 1,349
IONQ INC COM 46222L108 BBG00XZP0LC3 39,606,308 1,373,788 SH   SOLE   1,304,953 0 68,835
ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 1,741,684 4,085 SH   SOLE   4,085 0 0
ISHARES TR RUS MD CP GR ETF 464287481 BBG001S561Z8 1,063,228 8,299 SH   SOLE   8,299 0 0
ISHARES TR S&P 500 GRWT ETF 464287309 BBG001S561Q8 733,731 6,487 SH   SOLE   6,487 0 0
ISHARES TR S&P MC 400GR ETF 464287606 BBG001SFQL08 493,536 4,905 SH   SOLE   4,905 0 0
ITT INC COM 45073V108 BBG00CVQZQB3 134,001,464 703,309 SH   SOLE   564,746 0 138,563
JABIL INC COM 466313103 BBG001S7RB70 92,760,387 349,209 SH   SOLE   313,615 0 35,594
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 8,778,329 35,912 SH   SOLE   35,912 0 0
JONES LANG LASALLE INC COM 48020Q107 BBG001SCLGS1 105,836,105 347,779 SH   SOLE   312,309 0 35,470
KARMAN HLDGS INC COMMON STOCK 485924104 BBG01RXK1QZ1 77,192,615 964,305 SH   SOLE   927,115 0 37,190
KEYCORP COM 493267108 BBG001S5SKV6 104,126,347 5,193,334 SH   SOLE   4,622,851 0 570,483
KKR & CO INC COM 48251W104 BBG001S6PW05 51,627,609 558,136 SH   SOLE   407,316 0 150,820
KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207 BBG001SD5VL1 110,217,424 1,563,146 SH   SOLE   1,452,906 0 110,240
LATTICE SEMICONDUCTOR CORP COM 518415104 BBG001S6C0G2 52,263,025 563,422 SH   SOLE   535,495 0 27,927
LEGENCE CORP CL A 52476L109 BBG01WRYRR87 105,108,928 1,861,653 SH   SOLE   1,770,868 0 90,785
LEGEND BIOTECH CORP SPONSORED ADS 52490G102 BBG00TTGH6N2 104,261,271 5,763,475 SH   SOLE   5,341,399 0 422,076
LENDINGCLUB ISSUANCE TR SER COM NEW 52603A208 BBG001YKDNH2 30,323,216 2,117,543 SH   SOLE   2,014,038 0 103,505
LIFE TIME GROUP HOLDINGS INC COMMON STOCK 53190C102 BBG012J3H0X2 85,817,774 3,185,515 SH   SOLE   3,029,770 0 155,745
LINCOLN ELEC HLDGS INC COM 533900106 BBG001S5TV87 89,211,738 358,165 SH   SOLE   321,635 0 36,530
LIVE NATION ENTERTAINMENT IN COM 538034109 BBG001SNP2B2 123,641,351 810,710 SH   SOLE   658,478 0 152,232
LOWES COS INC COM 548661107 BBG001S5SVL3 71,111,190 300,962 SH   SOLE   243,312 0 57,650
LPL FINL HLDGS INC COM 50212V100 BBG001T5GK39 265,183,525 881,506 SH   SOLE   699,931 0 181,575
M & T BK CORP COM 55261F104 BBG001S7S2B4 6,168,318 29,839 SH   SOLE   21,614 0 8,225
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 BBG001T4BB37 29,414,656 132,457 SH   SOLE   118,924 0 13,533
MADRIGAL PHARMACEUTICALS INC COM 558868105 BBG001SNKQ42 49,631,761 94,813 SH   SOLE   89,851 0 4,962
MARRIOTT INTL INC NEW CL A 571903202 BBG001S78K44 50,113,317 153,219 SH   SOLE   109,489 0 43,730
MARVELL TECHNOLOGY INC COM 573874104 BBG00ZXBJ162 165,748,387 1,673,381 SH   SOLE   1,224,744 0 448,637
MASIMO CORP COM 574795100 BBG001S71GQ6 60,694,349 341,229 SH   SOLE   310,328 0 30,901
MASTEC INC COM 576323109 BBG001S95HF8 80,428,565 249,980 SH   SOLE   224,600 0 25,380
MCDONALDS CORP COM 580135101 BBG001S5T110 5,604,787 18,034 SH   SOLE   13,084 0 4,950
MCKESSON CORP COM 58155Q103 BBG001S8F8P8 5,971,849 6,901 SH   SOLE   4,999 0 1,902
MEDTRONIC PLC SHS G5960L103 BBG001S5T2S9 5,229,241 60,349 SH   SOLE   43,714 0 16,635
MERCK & CO INC COM 58933Y105 BBG001S5TC52 5,160,561 42,901 SH   SOLE   40,592 0 2,309
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 301,410,388 526,822 SH   SOLE   386,658 0 140,164
MICROCHIP TECHNOLOGY INC. COM 595017104 BBG001S787B5 62,690,760 970,295 SH   SOLE   871,325 0 98,970
MICRON TECHNOLOGY INC COM 595112103 BBG001S6P675 33,930,703 100,434 SH   SOLE   80,998 0 19,436
MICROSOFT CORP COM 594918104 BBG001S5TD05 610,600,060 1,649,513 SH   SOLE   1,213,780 0 435,733
MITSUBISHI UFJ FINANCIAL GRO SPONSORED ADS 606822104 BBG001SFZ3S8 8,757,436 516,054 SH   SOLE   374,099 0 141,955
MKS INC. COM 55306N104 BBG001SBB6Q8 240,556,578 1,046,763 SH   SOLE   907,623 0 139,140
MONDAY COM LTD SHS M7S64H106 BBG00GF8K4X3 924,001 13,370 SH   SOLE   13,370 0 0
MONGODB INC CL A 60937P106 BBG0022FDRZ7 40,357,958 164,881 SH   SOLE   133,525 0 31,356
MOODYS CORP COM 615369105 BBG001S5VP87 53,921,686 123,603 SH   SOLE   100,389 0 23,214
MORGAN STANLEY COM NEW 617446448 BBG001S9V5Z3 81,718,617 496,558 SH   SOLE   391,948 0 104,610
MSCI INC COM 55354G100 BBG001SV8B05 126,000,886 233,764 SH   SOLE   193,381 0 40,383
MUELLER INDS INC COM 624756102 BBG001S6PVC4 13,967,337 126,059 SH   SOLE   91,324 0 34,735
NATERA INC COM 632307104 BBG001V0FSF8 150,938,268 754,729 SH   SOLE   641,067 0 113,662
NETFLIX INC. COM 64110L106 BBG001SF6L46 189,414,876 1,969,994 SH   SOLE   1,304,515 0 665,479
NEWAMSTERDAM PHARMA COMPANY ORDINARY SHARES N62509109 BBG01BNNTQP2 70,515,245 2,202,913 SH   SOLE   2,026,600 0 176,313
NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 8,103,873 87,251 SH   SOLE   87,251 0 0
NEXTPOWER INC CLASS A COM 65290E101 BBG00835TQ17 133,490,560 1,107,346 SH   SOLE   1,052,251 0 55,095
NOVO-NORDISK A S ADR 670100205 BBG001S5TSK0 628,719 17,108 SH   SOLE   11,246 0 5,862
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 1,101,691,587 6,317,039 SH   SOLE   4,667,995 0 1,649,044
NXP SEMICONDUCTORS N V COM N6596X109 BBG001SF62F6 48,820,570 247,996 SH   SOLE   206,331 0 41,665
ONTO INNOVATION INC COM 683344105 BBG001S5THX0 67,049,687 326,960 SH   SOLE   314,959 0 12,001
OPTION CARE HEALTH INC COM NEW 68404L201 BBG001S6X756 31,841,353 1,182,814 SH   SOLE   1,124,160 0 58,654
OREILLY AUTOMOTIVE INC COM 67103H107 BBG001S78TL6 81,971,195 887,999 SH   SOLE   642,709 0 245,290
ORUKA THERAPEUTICS INC COM 687604108 BBG001SB1GL2 15,359,027 313,130 SH   SOLE   296,610 0 16,520
PACKAGING CORP AMER COM 695156109 BBG001S5V741 64,466,282 303,771 SH   SOLE   272,791 0 30,980
PALANTIR TECHNOLOGIES INC CL A 69608A108 BBG001T53796 98,674,222 674,557 SH   SOLE   484,487 0 190,070
PALO ALTO NETWORKS INC COM 697435105 BBG001T9NWN5 102,040,950 636,483 SH   SOLE   508,378 0 128,105
PALOMAR HLDGS INC COM 69753M105 BBG00NLMRYV9 102,066,862 854,116 SH   SOLE   821,827 0 32,289
PARKER-HANNIFIN CORP COM 701094104 BBG001S5V554 52,361,692 58,489 SH   SOLE   23,944 0 34,545
PATTERN GROUP INC COM SER A 70339W104 BBG01WX45DV5 14,579,035 1,172,891 SH   SOLE   1,115,341 0 57,550
PEPSICO INC COM 713448108 BBG001S695T1 3,534,400 22,760 SH   SOLE   17,530 0 5,230
PERMIAN RESOURCES CORP CLASS A COM 71424F105 BBG00D61Y2G3 159,504,663 7,481,457 SH   SOLE   6,943,717 0 537,740
PFIZER INC COM 717081103 BBG001S5V466 3,755,251 133,734 SH   SOLE   133,734 0 0
PLANET LABS PBC COM CL A 72703X106 BBG00ZCV3Q27 45,755,296 1,637,041 SH   SOLE   1,522,176 0 114,865
PLEXUS CORP COM 729132100 BBG001S5V812 77,875,212 384,493 SH   SOLE   365,968 0 18,525
PRAXIS PRECISION MEDICINES I COM NEW 74006W207 BBG00W9LF2H4 213,290 662 SH   SOLE   433 0 229
PRIMORIS SVCS CORP COM 74164F103 BBG001S64801 106,317,198 743,269 SH   SOLE   707,931 0 35,338
PROCORE TECHNOLOGIES INC COM 74275K108 BBG0026ZJ313 57,071,421 1,001,253 SH   SOLE   954,449 0 46,804
PULMONX CORP COM 745848101 BBG001T4HJ52 141,900 110,000 SH   SOLE   110,000 0 0
QUANTA SVCS INC COM 74762E102 BBG001S5VH85 182,173,674 331,816 SH   SOLE   224,943 0 106,873
RADNET INC COM 750491102 BBG001S75DK5 29,727,500 531,893 SH   SOLE   503,431 0 28,462
RAMBUS INC DEL COM 750917106 BBG001S7RF80 1,241,929 14,436 SH   SOLE   14,436 0 0
RANPAK HOLDINGS CORP COM CL A 75321W103 BBG00JRXX6Z8 1,454,161 407,328 SH   SOLE   407,328 0 0
RAYMOND JAMES FINL INC COM 754730109 BBG001S5VQ03 5,805,355 40,095 SH   SOLE   40,095 0 0
RED ROCK RESORTS INC CL A 75700L108 BBG00B6G8068 65,534,511 1,228,158 SH   SOLE   1,102,323 0 125,835
REGAL REXNORD CORPORATION COM 758750103 BBG001S5VL68 127,658,325 681,717 SH   SOLE   617,666 0 64,051
REVOLUTION MEDICINES INC COM 76155X100 BBG00829F4Q7 151,377,191 1,556,578 SH   SOLE   1,396,290 0 160,288
RHYTHM PHARMACEUTICALS INC COM 76243J105 BBG007DLZ629 167,775,827 1,929,123 SH   SOLE   1,775,697 0 153,426
RIGETTI COMPUTING INC COMMON STOCK 76655K103 BBG00Z911SZ9 26,610,195 1,895,313 SH   SOLE   1,702,163 0 193,150
RIOT PLATFORMS INC COM 767292105 BBG001SDW128 43,258,517 3,499,880 SH   SOLE   3,237,490 0 262,390
ROBINHOOD MKTS INC COM CL A 770700102 BBG008NMBXP6 43,893,540 633,384 SH   SOLE   517,758 0 115,626
ROCKET LAB CORP COM 773121108 BBG01V7JN489 203,745,048 3,172,611 SH   SOLE   2,555,186 0 617,425
ROCKWELL AUTOMATION INC COM 773903109 BBG001S5VRF5 74,028,572 206,277 SH   SOLE   165,824 0 40,453
ROKU INC COM CL A 77543R102 BBG001ZZPQM2 111,483,082 1,178,219 SH   SOLE   1,059,729 0 118,490
ROLLINS INC COM 775711104 BBG001S5VRG4 6,976,254 130,617 SH   SOLE   95,392 0 35,225
ROSS STORES INC COM 778296103 BBG001S5VRS1 102,231,254 471,916 SH   SOLE   389,167 0 82,749
ROYAL CARIBBEAN GROUP COM V7780T103 BBG001S5RMJ7 139,176,354 505,765 SH   SOLE   416,403 0 89,362
SAIA INC COM 78709Y105 BBG001SL4QM4 54,659,168 155,600 SH   SOLE   148,704 0 6,896
SALESFORCE INC COM 79466L302 BBG001SDLP09 50,767,247 271,963 SH   SOLE   197,783 0 74,180
SAMSARA INC COM CL A 79589L106 BBG0099PW5Q0 160,757,713 5,072,821 SH   SOLE   4,377,269 0 695,552
SCHOLAR ROCK HLDG CORP COM 80706P103 BBG00KT2RSD4 254,747 5,182 SH   SOLE   3,384 0 1,798
SEMTECH CORP COM 816850101 BBG001S7TWW4 98,464,871 1,280,594 SH   SOLE   1,190,034 0 90,560
SERVICENOW INC COM 81762P102 BBG001T4JFC0 145,762,300 1,394,187 SH   SOLE   1,092,025 0 302,162
SHARKNINJA INC COM SHS G8068L108 BBG01HN2K366 95,790,892 904,541 SH   SOLE   814,661 0 89,880
SNOWFLAKE INC COM SHS 833445109 BBG007DHGNK2 108,410,941 718,810 SH   SOLE   482,062 0 236,748
SOUTHERN COPPER CORP COM 84265V105 BBG001S6ZM88 4,150,775 24,124 SH   SOLE   24,124 0 0
SPX TECHNOLOGIES INC COM 78473E103 BBG001S5W9N5 29,846,243 149,276 SH   SOLE   141,996 0 7,280
STAG INDUSTRIAL INC COM 85254J102 BBG001T9F312 233,200 6,467 SH   SOLE   6,467 0 0
STEPSTONE GROUP INC COM CL A 85914M107 BBG00WXXV0W0 56,212,776 1,177,971 SH   SOLE   1,120,261 0 57,710
SUMITOMO MITSUI FIN GRP INC SPONSORED ADR 86562M209 BBG001SLH608 9,037,284 457,584 SH   SOLE   331,489 0 126,095
SYNOPSYS INC COM 871607107 BBG001S5VTR8 52,671,658 132,848 SH   SOLE   96,786 0 36,062
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 BBG001S5WWW4 166,779,716 493,504 SH   SOLE   329,172 0 164,332
TALEN ENERGY CORP COM 87422Q109 BBG01GWQVW78 41,966,295 131,461 SH   SOLE   117,971 0 13,490
TAPESTRY INC COM 876030107 BBG001SFH7D5 310,281,358 2,198,862 SH   SOLE   1,879,465 0 319,397
TARGA RES CORP COM 87612G101 BBG001TC94B9 76,471,806 304,997 SH   SOLE   249,228 0 55,769
TECHNIPFMC PLC COM G87110105 BBG00DL8NMT5 140,593,483 2,033,755 SH   SOLE   1,867,460 0 166,295
TESLA INC COM 88160R101 BBG001SQKGD7 117,510,828 316,102 SH   SOLE   208,193 0 107,909
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 6,622,875 13,474 SH   SOLE   12,999 0 475
TJX COS INC NEW COM 872540109 BBG001S5WQ93 7,764,774 48,621 SH   SOLE   35,221 0 13,400
TOAST INC CL A 888787108 BBG00BTJVKB1 47,476,043 1,790,873 SH   SOLE   1,608,433 0 182,440
TOPBUILD COR COM 89055F103 BBG0077VS2G6 52,196,505 148,581 SH   SOLE   141,400 0 7,181
TRANE TECHNOLOGIES PLC SHS G8994E103 BBG001S5SBV6 6,601,578 15,841 SH   SOLE   11,961 0 3,880
TRANSDIGM GROUP INC COM 893641100 BBG001SPV1C1 15,008,532 12,950 SH   SOLE   12,950 0 0
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 748,723 2,767 SH   SOLE   1,315 0 1,452
URANIUM ENERGY CORP COM 916896103 BBG001SK6158 21,164,922 1,567,772 SH   SOLE   1,490,302 0 77,470
VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 1,066,941 2,443 SH   SOLE   2,443 0 0
VAXCYTE INC COM 92243G108 BBG009PHHPP4 211,877,079 3,646,138 SH   SOLE   3,359,345 0 286,793
VERTEX PHARMACEUTICALS INC COM 92532F100 BBG001S68LJ8 385,811 864 SH   SOLE   560 0 304
VERTIV HOLDINGS CO COM CL A 92537N108 BBG00L2B8LM7 481,538,482 1,921,696 SH   SOLE   1,516,376 0 405,320
VISA INC COM CL A 92826C839 BBG001SRCFY3 137,987,039 456,548 SH   SOLE   408,657 0 47,891
VISTRA CORP COM 92840M102 BBG00DXDL6R0 74,394,570 494,875 SH   SOLE   443,450 0 51,425
VITA COCO CO INC COM 92846Q107 BBG012QFVTF8 55,189,110 1,151,933 SH   SOLE   1,095,838 0 56,095
WABTEC COM 929740108 BBG001S5XBT3 622,276 2,490 SH   SOLE   2,490 0 0
WALMART INC COM 931142103 BBG001S5XH92 8,893,601 71,561 SH   SOLE   51,836 0 19,725
WASTE CONNECTIONS INC COM 94106B101 BBG001SKJ4K1 725,457 4,466 SH   SOLE   4,466 0 0
WATSCO INC COM 942622200 BBG001S82CQ2 3,573,145 9,822 SH   SOLE   7,112 0 2,710
WELLS FARGO & CO COM 949746101 BBG001S5XF23 6,982,832 87,713 SH   SOLE   63,538 0 24,175
WILLIAMS COS INC COM 969457100 BBG001S5XH10 13,205,494 181,444 SH   SOLE   181,444 0 0
WINTRUST FINL CORP COM 97650W108 BBG001S945T0 63,248,545 455,222 SH   SOLE   433,918 0 21,304
WOODWARD INC COM 980745103 BBG001S6YZC5 97,420,455 272,185 SH   SOLE   244,485 0 27,700
WYNN RESORTS LTD COM 983134107 BBG001SJZ2V8 75,148,320 740,013 SH   SOLE   664,063 0 75,950
XENON PHARMACEUTICALS INC COM 98420N105 BBG002VBMLS5 81,496,236 1,401,483 SH   SOLE   1,296,024 0 105,459
XPO INC COM 983793100 BBG001SJW3C0 111,281,044 571,992 SH   SOLE   525,192 0 46,800
ZSCALER INC COM 98980G102 BBG003338H61 60,032,743 427,919 SH   SOLE   364,108 0 63,811