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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   7,097,857 20,227 SH   SOLE   17,578 0 2,649
ADDUS HOMECARE CORP COM 006739106   3,376,026 36,360 SH   SOLE   32,726 0 3,634
ADOBE INC COM 00724F101   1,822,613 3,055 SH   SOLE   2,828 0 227
ADVANCED MICRO DEVICES INC COM 007903107   484,537 3,287 SH   SOLE   2,466 0 821
AEROVIRONMENT INC COM 008073108   3,200,156 25,390 SH   SOLE   23,068 0 2,322
ALKERMES PLC SHS G01767105   3,217,257 115,979 SH   SOLE   104,314 0 11,665
ALLEGRO MICROSYSTEMS INC COM 01749D105   3,224,996 106,541 SH   SOLE   96,181 0 10,360
ALPHABET INC CAP STK CL A 02079K305   10,115,931 72,417 SH   SOLE   63,921 0 8,496
AMAZON COM INC COM 023135106   12,660,401 83,325 SH   SOLE   75,972 0 7,353
APPLE INC COM 037833100   7,965,736 41,374 SH   SOLE   35,469 0 5,905
APPLIED INDL TECHNOLOGIES IN COM 03820C105   5,546,112 32,116 SH   SOLE   29,102 0 3,014
APTIV PLC SHS G6095L109   752,571 8,388 SH   SOLE   8,269 0 119
ARCOS DORADOS HOLDINGS INC SHS CLASS -A - G0457F107   6,239,000 491,647 SH   SOLE   256,863 0 234,784
ASPEN AEROGELS INC COM 04523Y105   3,570,998 226,299 SH   SOLE   203,572 0 22,727
ATKORE INC COM 047649108   3,718,240 23,239 SH   SOLE   20,920 0 2,319
AXCELIS TECHNOLOGIES INC COM NEW 054540208   1,736,679 13,391 SH   SOLE   12,034 0 1,357
AXOS FINANCIAL INC COM 05465C100   4,052,521 74,222 SH   SOLE   66,842 0 7,380
AZEK CO INC CL A 05478C105   2,892,542 75,622 SH   SOLE   68,191 0 7,431
BOOKING HOLDINGS INC COM 09857L108   2,298,599 648 SH   SOLE   557 0 91
BRINKS CO COM 109696104   4,451,150 50,610 SH   SOLE   45,648 0 4,962
BURLINGTON STORES INC COM 122017106   248,545 1,278 SH   SOLE   1,278 0 0
CACTUS INC CL A 127203107   3,417,803 75,282 SH   SOLE   67,750 0 7,532
CALIX INC COM 13100M509   2,765,752 63,304 SH   SOLE   57,173 0 6,131
CDW CORP COM 12514G108   1,806,512 7,947 SH   SOLE   7,480 0 467
CHART INDS INC COM 16115Q308   3,574,573 26,220 SH   SOLE   23,561 0 2,659
CHIPOTLE MEXICAN GRILL INC COM 169656105   4,189,711 1,832 SH   SOLE   1,521 0 311
CINTAS CORP COM 172908105   3,892,581 6,459 SH   SOLE   5,804 0 655
COMFORT SYS USA INC COM 199908104   4,566,080 22,201 SH   SOLE   20,031 0 2,170
CONSTELLATION BRANDS INC CL A 21036P108   1,909,100 7,897 SH   SOLE   7,143 0 754
COSTAR GROUP INC COM 22160N109   1,396,842 15,984 SH   SOLE   14,226 0 1,758
COSTCO WHSL CORP NEW COM 22160K105   5,057,533 7,662 SH   SOLE   6,824 0 838
CROWDSTRIKE HLDGS INC CL A 22788C105   333,193 1,305 SH   SOLE   1,305 0 0
D R HORTON INC COM 23331A109   547,888 3,605 SH   SOLE   2,972 0 633
DANAHER CORPORATION COM 235851102   3,171,209 13,708 SH   SOLE   12,065 0 1,643
DESCARTES SYS GROUP INC COM 249906108   3,902,897 46,377 SH   SOLE   30,886 0 15,491
DIAMONDBACK ENERGY INC COM 25278X109   2,884,333 18,599 SH   SOLE   16,047 0 2,552
DOUBLEVERIFY HLDGS INC COM 25862V105   4,623,246 125,700 SH   SOLE   113,990 0 11,710
DRAFTKINGS INC NEW COM CL A 26142V105   518,034 14,696 SH   SOLE   12,957 0 1,739
ENDAVA PLC ADS 29260V105   3,149,422 40,455 SH   SOLE   27,494 0 12,961
ENPRO INC COM 29355X107   1,930,410 12,316 SH   SOLE   11,150 0 1,166
ENSIGN GROUP INC COM 29358P101   5,340,859 47,597 SH   SOLE   43,175 0 4,422
EOG RES INC COM 26875P101   4,185,717 34,607 SH   SOLE   30,611 0 3,996
EQUINIX INC COM 29444U700   1,808,101 2,245 SH   SOLE   2,040 0 205
EVERTEC INC COM 30040P103   4,632,525 113,154 SH   SOLE   102,042 0 11,112
EXTREME NETWORKS COM 30226D106   1,648,140 93,432 SH   SOLE   84,204 0 9,228
FABRINET SHS G3323L100   3,478,281 18,275 SH   SOLE   16,433 0 1,842
FRESHPET INC COM 358039105   3,967,275 45,727 SH   SOLE   41,274 0 4,453
GLOBAL PMTS INC COM 37940X102   774,446 6,098 SH   SOLE   6,098 0 0
H & E EQUIPMENT SERVICES INC COM 404030108   2,307,626 44,106 SH   SOLE   39,718 0 4,388
HALOZYME THERAPEUTICS INC COM 40637H109   3,439,128 93,050 SH   SOLE   84,397 0 8,653
HCA HEALTHCARE INC COM 40412C101   1,424,589 5,263 SH   SOLE   4,841 0 422
HDFC BANK LTD SPONSORED ADS 40415F101   3,083,235 45,943 SH   SOLE   16,478 0 29,465
HEALTHEQUITY INC COM 42226A107   1,652,594 24,926 SH   SOLE   22,414 0 2,512
HEICO CORP NEW COM 422806109   241,653 1,351 SH   SOLE   1,351 0 0
HUBSPOT INC COM 443573100   633,369 1,091 SH   SOLE   1,091 0 0
HURON CONSULTING GROUP INC COM 447462102   3,172,614 30,862 SH   SOLE   27,899 0 2,963
ICICI BANK LIMITED ADR 45104G104   9,210,203 386,334 SH   SOLE   273,385 0 112,949
INFOSYS LTD SPONSORED ADR 456788108   1,008,805 54,886 SH   SOLE   54,886 0 0
INTER PARFUMS INC COM 458334109   2,739,502 19,023 SH   SOLE   17,133 0 1,890
ISHARES TR RUS 2000 GRW ETF 464287648   2,325,633 9,175 SH   SOLE   9,175 0 0
ISHARES TR MSCI INDONIA ETF 46429B309   203,844 9,141 SH   SOLE   9,141 0 0
ISHARES TR MSCI INDIA ETF 46429B598   1,155,911 23,677 SH   SOLE   23,677 0 0
JPMORGAN CHASE & CO COM 46625H100   5,448,303 32,030 SH   SOLE   28,052 0 3,978
KINSALE CAP GROUP INC COM 49714P108   7,289,651 21,766 SH   SOLE   19,481 0 2,285
LANTHEUS HLDGS INC COM 516544103   2,787,768 44,964 SH   SOLE   40,405 0 4,559
LITHIA MTRS INC COM 536797103   2,335,254 7,092 SH   SOLE   6,127 0 965
MASTERCARD INCORPORATED CL A 57636Q104   1,818,639 4,264 SH   SOLE   3,778 0 486
MERCADOLIBRE INC COM 58733R102   6,606,754 4,204 SH   SOLE   3,131 0 1,073
MERIT MED SYS INC COM 589889104   4,129,489 54,364 SH   SOLE   49,120 0 5,244
MGP INGREDIENTS INC NEW COM 55303J106   2,299,457 23,340 SH   SOLE   21,009 0 2,331
MICROCHIP TECHNOLOGY INC. COM 595017104   1,009,926 11,199 SH   SOLE   10,226 0 973
MICROSOFT CORP COM 594918104   6,675,462 17,752 SH   SOLE   16,182 0 1,570
MONOLITHIC PWR SYS INC COM 609839105   3,498,937 5,547 SH   SOLE   4,737 0 810
MOTOROLA SOLUTIONS INC COM NEW 620076307   4,316,572 13,787 SH   SOLE   11,616 0 2,171
MSA SAFETY INC COM 553498106   1,687,287 9,994 SH   SOLE   9,066 0 928
MSCI INC COM 55354G100   480,803 850 SH   SOLE   782 0 68
NEOGENOMICS INC COM NEW 64049M209   2,398,912 148,264 SH   SOLE   133,709 0 14,555
NICE LTD SPONSORED ADR 653656108   222,454 1,115 SH   SOLE   1,115 0 0
NOVO-NORDISK A S ADR 670100205   404,490 3,910 SH   SOLE   3,910 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   3,020,833 362,645 SH   SOLE   261,350 0 101,295
NUTANIX INC CL A 67059N108   5,537,143 116,107 SH   SOLE   104,905 0 11,202
NVIDIA CORPORATION COM 67066G104   12,197,269 24,630 SH   SOLE   21,419 0 3,211
OLLIES BARGAIN OUTLET HLDGS COM 681116109   4,174,254 55,004 SH   SOLE   49,629 0 5,375
ONTO INNOVATION INC COM 683344105   4,155,669 27,179 SH   SOLE   24,517 0 2,662
PALO ALTO NETWORKS INC COM 697435105   3,341,580 11,332 SH   SOLE   9,721 0 1,611
PALOMAR HLDGS INC COM 69753M105   3,424,572 61,704 SH   SOLE   55,598 0 6,106
PARSONS CORP DEL COM 70202L102   3,204,669 51,103 SH   SOLE   46,216 0 4,887
PDD HOLDINGS INC SPONSORED ADS 722304102   2,750,189 18,797 SH   SOLE   6,694 0 12,103
PERFORMANCE FOOD GROUP CO COM 71377A103   3,389,387 49,015 SH   SOLE   40,968 0 8,047
ROPER TECHNOLOGIES INC COM 776696106   4,202,716 7,709 SH   SOLE   7,525 0 184
RTX CORPORATION COM 75513E101   202,777 2,410 SH   SOLE   2,410 0 0
RUSH ENTERPRISES INC CL A 781846209   3,800,668 75,560 SH   SOLE   68,326 0 7,234
S&P GLOBAL INC COM 78409V104   1,433,893 3,255 SH   SOLE   3,033 0 222
SALESFORCE INC COM 79466L302   5,351,478 20,337 SH   SOLE   17,491 0 2,846
SERVICENOW INC COM 81762P102   2,079,200 2,943 SH   SOLE   2,724 0 219
SHELL PLC SPON ADS 780259305   200,098 3,041 SH   SOLE   3,041 0 0
SKYLINE CHAMPION CORPORATION COM 830830105   3,644,161 49,073 SH   SOLE   44,173 0 4,900
SKYWARD SPECIALTY INS GROUP COM 830940102   2,889,659 85,291 SH   SOLE   76,939 0 8,352
SPROUT SOCIAL INC COM CL A 85209W109   3,344,916 54,442 SH   SOLE   49,134 0 5,308
SPS COMM INC COM 78463M107   4,612,035 23,793 SH   SOLE   21,514 0 2,279
STRYKER CORPORATION COM 863667101   2,480,128 8,282 SH   SOLE   7,661 0 621
SURGERY PARTNERS INC COM 86881A100   3,658,472 114,363 SH   SOLE   102,751 0 11,612
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   14,447,056 138,914 SH   SOLE   84,214 0 54,700
TEXAS ROADHOUSE INC COM 882681109   2,364,173 19,342 SH   SOLE   17,450 0 1,892
TJX COS INC NEW COM 872540109   1,024,780 10,924 SH   SOLE   10,344 0 580
TREX CO INC COM 89531P105   2,270,681 27,427 SH   SOLE   23,691 0 3,736
UNITED RENTALS INC COM 911363109   5,086,235 8,870 SH   SOLE   7,536 0 1,334
UNITEDHEALTH GROUP INC COM 91324P102   7,522,730 14,289 SH   SOLE   12,499 0 1,790
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   958,986 23,333 SH   SOLE   23,333 0 0
VISTEON CORP COM NEW 92839U206   3,207,932 25,684 SH   SOLE   23,123 0 2,561
WALMART INC COM 931142103   3,666,781 23,259 SH   SOLE   22,451 0 808
WASTE CONNECTIONS INC COM 94106B101   584,243 3,914 SH   SOLE   1,439 0 2,475
WORKIVA INC COM CL A 98139A105   2,976,250 29,314 SH   SOLE   26,379 0 2,935
ZOETIS INC CL A 98978V103   1,570,078 7,955 SH   SOLE   7,173 0 782