0000950123-21-005751.txt : 20210511 0000950123-21-005751.hdr.sgml : 20210511 20210511060520 ACCESSION NUMBER: 0000950123-21-005751 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210511 DATE AS OF CHANGE: 20210511 EFFECTIVENESS DATE: 20210511 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Artisan Partners Limited Partnership CENTRAL INDEX KEY: 0001466153 IRS NUMBER: 300551775 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-13578 FILM NUMBER: 21909506 BUSINESS ADDRESS: STREET 1: 875 E WISCONSIN AVE STREET 2: STE 800 CITY: MILWAUKEE STATE: WI ZIP: 53202 BUSINESS PHONE: (414) 390-6100 MAIL ADDRESS: STREET 1: 875 E WISCONSIN AVE STREET 2: STE 800 CITY: MILWAUKEE STATE: WI ZIP: 53202 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001466153 XXXXXXXX 03-31-2021 03-31-2021 Artisan Partners Limited Partnership
875 E Wisconsin Ave Ste 800 Milwaukee WI 53202
13F HOLDINGS REPORT 028-13578 N
Gregory K. Ramirez Vice President 414-390-6100 /s/ Gregory K. Ramirez Milwaukee WI 05-11-2021 0 346 79092625 false
INFORMATION TABLE 2 form13fInfoTable.xml INFORMATION TABLE FOR FORM 13F ABBVIE INC COM 00287Y109 48623 449297 SH SOLE 449297 0 0 ACADIA PHARMACEUTICALS INC COM 004225108 40191 1557800 SH SOLE 1066922 0 490878 ACCELERON PHARMA INC COM 00434H108 132668 978306 SH SOLE 822791 0 155515 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 184083 666364 SH SOLE 556376 0 109988 ACTIVISION BLIZZARD INC COM 00507V109 910027 9785239 SH SOLE 8898300 0 886939 ADVANCE AUTO PARTS INC COM 00751Y106 324948 1770929 SH SOLE 1588556 0 182373 ADVANCED DRAIN SYS INC DEL COM 00790R104 69025 667619 SH SOLE 560870 0 106749 ADVANCED MICRO DEVICES INC COM 007903107 933721 11894539 SH SOLE 10565078 0 1329461 ADVANCED MICRO DEVICES INC OPTIONS 007903107 71129 906100 SH Put SOLE 0 0 0 AFYA LTD CL A COM G01125106 33897 1823386 SH SOLE 1562588 0 260798 AGILENT TECHNOLOGIES INC COM 00846U101 196331 1544210 SH SOLE 1475849 0 68361 AGILYSYS INC COM 00847J105 49191 1025670 SH SOLE 879072 0 146598 AIR LEASE CORP CL A 00912X302 219289 4475276 SH SOLE 4112686 0 362590 AIRBNB INC COM CL A 009066101 306818 1632532 SH SOLE 1632532 0 0 ALASKA AIR GROUP INC COM 011659109 83096 1200640 SH SOLE 1200640 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 785283 3463516 SH SOLE 3205592 0 257924 ALKERMES PLC SHS G01767105 55877 2991276 SH SOLE 2562252 0 429024 ALNYLAM PHARMACEUTICALS INC COM 02043Q107 32218 228188 SH SOLE 195632 0 32556 ALPHABET INC CAP STK CL A 02079K305 1918241 930047 SH SOLE 820336 0 109711 ALPHABET INC OPTIONS 02079K305 185627 90000 SH Call SOLE 0 0 0 ALPHABET INC CAP STK CL C 02079K107 555961 268758 SH SOLE 243710 0 25048 ALTAIR ENGR INC COM CL A 021369103 37357 597039 SH SOLE 409976 0 187063 ALTRIA GROUP INC COM 02209S103 108445 2119722 SH SOLE 2119722 0 0 AMAZON COM INC COM 023135106 594370 192099 SH SOLE 159540 0 32559 AMER SOFTWARE INC CL A 029683109 19419 938095 SH SOLE 642816 0 295279 AMERCO COM 023586100 141850 231554 SH SOLE 194316 0 37238 AMERICAN EXPRESS CO COM 025816109 828157 5855179 SH SOLE 5251461 0 603718 AMERISOURCEBERGEN CORP COM 03073E105 72892 617358 SH SOLE 519380 0 97978 AMETEK INC COM 031100100 39087 306009 SH SOLE 306009 0 0 ANALOG DEVICES INC COM 032654105 431470 2782240 SH SOLE 2635838 0 146402 ANALOG DEVICES INC OPTIONS 032654105 68189 439700 SH Call SOLE 0 0 0 ANTHEM INC COM 036752103 1207037 3362687 SH SOLE 3015487 0 347200 AON PLC SHS CL A G0403H108 550376 2391795 SH SOLE 2099128 0 292667 APTIV PLC SHS G6095L109 879109 6374974 SH SOLE 5886382 0 488592 ARCH CAP GROUP LTD ORD G0450A105 1368513 35666219 SH SOLE 33463447 0 2202772 ARGENX SE SPONSORED ADR 04016X101 790917 2871989 SH SOLE 2487056 0 384933 ARISTA NETWORKS INC COM 040413106 708706 2347565 SH SOLE 2117869 0 229696 ARRAY TECHNOLOGIES INC COM SHS 04271T100 37656 1262791 SH SOLE 1059866 0 202925 ASCENDIS PHARMA A/S SPONSORED ADR 04351P101 779323 6046890 SH SOLE 5139963 0 906927 ASML HOLDING N V N Y REGISTRY SHS N07059210 267233 432864 SH SOLE 432864 0 0 ASPIRATIONAL CONSUMER LIFEST COM G05436103 21630 2160853 SH SOLE 1665221 0 495632 ATLASSIAN CORP PLC CL A G06242104 1088491 5164599 SH SOLE 4694445 0 470154 ATRICURE INC COM 04963C209 41812 638157 SH SOLE 437086 0 201071 AUTONATION INC COM 05329W102 180131 1932316 SH SOLE 1766989 0 165327 AVALARA INC COM 05338G106 105876 793493 SH SOLE 666447 0 127046 AZUL S A SPONSR ADR PFD 05501U106 1994 98777 SH SOLE 98777 0 0 BAIDU INC SPON ADR REP A 056752108 12188 56022 SH SOLE 29376 0 26646 BALL CORP COM 058498106 202365 2388074 SH SOLE 2280626 0 107448 BANDWIDTH INC COM CL A 05988J103 15268 120464 SH SOLE 101011 0 19453 BANK NEW YORK MELLON CORP COM 064058100 936117 19795245 SH SOLE 17754028 0 2041217 BAOZUN INC SPONSORED ADR 06684L103 5701 149476 SH SOLE 77925 0 71551 BENTLEY SYS INC COM CL B 08265T208 89858 1914719 SH SOLE 1356232 0 558487 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 895482 3505235 SH SOLE 3231798 0 273437 BIGCOMMERCE HLDGS INC COM SER 1 08975P108 149602 2588274 SH SOLE 2312539 0 275735 BILIBILI INC SPONS ADS REP Z 090040106 310069 2896217 SH SOLE 2896217 0 0 BIOCRYST PHARMACEUTICALS INC COM 09058V103 30770 3025606 SH SOLE 2593332 0 432274 BIONTECH SE SPONSORED ADS 09075V102 172767 1582256 SH SOLE 1511136 0 71120 BLACKLINE INC COM 09239B109 281449 2596395 SH SOLE 2058570 0 537825 BLACKROCK INC COM 09247X101 120357 159633 SH SOLE 159633 0 0 BLACKSTONE GROUP INC COM 09260D107 133451 1790573 SH SOLE 1790573 0 0 BLOCK H & R INC COM 093671105 61980 2843096 SH SOLE 2391865 0 451231 BLUEPRINT MEDICINES CORP COM 09627Y109 31881 327890 SH SOLE 224585 0 103305 BOEING CO COM 097023105 373 1463 SH SOLE 1463 0 0 BOEING CO OPTIONS 097023105 117197 460100 SH Call SOLE 0 0 0 BOOKING HOLDINGS INC COM 09857L108 1138199 488531 SH SOLE 444615 0 43916 BORGWARNER INC COM 099724106 95188 2053224 SH SOLE 1727351 0 325873 BOSTON BEER INC CL A 100557107 250117 207346 SH SOLE 190337 0 17009 BOSTON SCIENTIFIC CORP COM 101137107 897562 23222827 SH SOLE 20247770 0 2975057 BRIGHT HORIZONS FAM SOL IN D COM 109194100 166847 973150 SH SOLE 867032 0 106118 BTRS HOLDINGS INC COM CL 1 11778X104 23904 1651989 SH SOLE 1387562 0 264427 BURLINGTON STORES INC COM 122017106 349315 1169060 SH SOLE 1047878 0 121182 CAE INC COM 124765108 117979 4140310 SH SOLE 3552643 0 587667 CANADIAN PAC RY LTD COM 13645T100 481974 1261868 SH SOLE 1057407 0 204461 CARRIER GLOBAL CORPORATION COM 14448C104 57486 1361586 SH SOLE 932344 0 429242 CASEYS GEN STORES INC COM 147528103 121423 561651 SH SOLE 471860 0 89791 CATALENT INC COM 148806102 399014 3788949 SH SOLE 3618940 0 170009 CATERPILLAR INC COM 149123101 602 2594 SH SOLE 2594 0 0 CATERPILLAR INC OPTIONS 149123101 237875 1025900 SH Call SOLE 0 0 0 CDW CORP COM 12514G108 63875 385372 SH SOLE 385372 0 0 CELANESE CORP DEL COM 150870103 123298 823031 SH SOLE 748522 0 74509 CENTENE CORP DEL COM 15135B101 330260 5167575 SH SOLE 4566316 0 601259 CERIDIAN HCM HLDG INC COM 15677J108 211590 2510857 SH SOLE 2284935 0 225922 CHECK POINT SOFTWARE TECH LT ORD M22465104 54243 484446 SH SOLE 484446 0 0 CHEGG INC COM 163092109 693724 8098574 SH SOLE 7178336 0 920238 CHEWY INC CL A 16679L109 108587 1281866 SH SOLE 1224520 0 57346 CHINDATA GROUP HLDGS LTD ADS 16955F107 18964 1146544 SH SOLE 786671 0 359873 CHIPOTLE MEXICAN GRILL INC COM 169656105 287202 202138 SH SOLE 193135 0 9003 CIGNA CORP NEW COM 125523100 48285 199739 SH SOLE 199739 0 0 CISCO SYS INC COM 17275R102 99319 1920695 SH SOLE 1920695 0 0 CITIGROUP INC COM NEW 172967424 861729 11845068 SH SOLE 10623139 0 1221929 CLARIVATE PLC ORD SHS G21810109 41457 1570942 SH SOLE 1075868 0 495074 CLOUDFLARE INC CL A COM 18915M107 25541 363518 SH SOLE 363518 0 0 CLOUDFLARE INC OPTIONS 18915M107 37259 530300 SH Put SOLE 0 0 0 CME GROUP INC COM 12572Q105 74572 365136 SH SOLE 365136 0 0 COGNEX CORP COM 192422103 224944 2710499 SH SOLE 2402204 0 308295 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 922510 11808879 SH SOLE 10586551 0 1222328 COLFAX CORP COM 194014106 107481 2453342 SH SOLE 1932031 0 521311 COMCAST CORP NEW CL A 20030N101 141239 2610210 SH SOLE 2610210 0 0 COMPUGEN LTD ORD M25722105 6492 755784 SH SOLE 645685 0 110099 COPA HOLDINGS SA CL A P31076105 4935 61089 SH SOLE 32035 0 29054 CORNERSTONE BLDG BRANDS INC COM 21925D109 4979 354855 SH SOLE 243176 0 111679 CORTEVA INC COM 22052L104 86702 1859754 SH SOLE 1564605 0 295149 COUPA SOFTWARE INC COM 22266L106 262387 1031072 SH SOLE 941220 0 89852 COUPANG INC CL A 22266T109 31710 642559 SH SOLE 523382 0 119177 CREDICORP LTD COM G2519Y108 6543 47912 SH SOLE 25409 0 22503 CREE INC COM 225447101 196937 1821302 SH SOLE 1504506 0 316796 CYBERARK SOFTWARE LTD SHS M2682V108 56249 434890 SH SOLE 372728 0 62162 DANAHER CORPORATION COM 235851102 733590 3259241 SH SOLE 2963893 0 295348 DARDEN RESTAURANTS INC COM 237194105 36183 254813 SH SOLE 254813 0 0 DATADOG INC CL A COM 23804L103 264323 3171627 SH SOLE 2883617 0 288010 DENALI THERAPEUTICS INC COM 24823R105 32311 565866 SH SOLE 474763 0 91103 DENTSPLY SIRONA INC COM 24906P109 951448 14910643 SH SOLE 13278332 0 1632311 DESCARTES SYS GROUP INC COM 249906108 57540 943135 SH SOLE 807635 0 135500 DESPEGAR COM CORP ORD SHS G27358103 886 64988 SH SOLE 64988 0 0 DEXCOM INC COM 252131107 707218 1967829 SH SOLE 1804683 0 163146 DISNEY WALT CO COM 254687106 72758 394312 SH SOLE 302679 0 91633 DISNEY WALT CO OPTIONS 254687106 133500 723500 SH Call SOLE 0 0 0 DISNEY WALT CO OPTIONS 254687106 61722 334500 SH Put SOLE 0 0 0 DMY TECHNOLOGY GROUP INC II COM CL A 233277102 11739 798001 SH SOLE 670977 0 127024 DRAFTKINGS INC COM CL A 26142R104 50365 821213 SH SOLE 784199 0 37014 ELECTRONIC ARTS INC COM 285512109 115549 853581 SH SOLE 786442 0 67139 EOG RES INC COM 26875P101 84706 1167871 SH SOLE 1167871 0 0 EQUITY COMWLTH COM SH BEN INT 294628102 54028 1943441 SH SOLE 1633189 0 310252 ESTABLISHMENT LABS HLDGS INC COM G31249108 23464 375242 SH SOLE 318155 0 57087 EVO PMTS INC CL A COM 26927E104 93353 3392199 SH SOLE 2849469 0 542730 EXACT SCIENCES CORP COM 30063P105 356026 2701669 SH SOLE 2580396 0 121273 EXPEDIA GROUP INC COM NEW 30212P303 995467 5783562 SH SOLE 5138893 0 644669 EXPEDITORS INTL WASH INC COM 302130109 81004 752200 SH SOLE 631234 0 120966 EZCORP INC NOTE 2.375% 5/0 302301AE6 809 1000000 SH SOLE 0 0 1000000 EZCORP INC NOTE 2.875% 7/0 302301AF3 858 936000 SH SOLE 0 0 936000 FABRINET SHS G3323L100 85291 943591 SH SOLE 808691 0 134900 FACEBOOK INC CL A 30303M102 1030281 3498052 SH SOLE 3173268 0 324784 FACEBOOK INC OPTIONS 30303M102 163935 556600 SH Call SOLE 0 0 0 FARFETCH LTD ORD SH CL A 30744W107 251804 4749224 SH SOLE 4749224 0 0 FEDEX CORP COM 31428X106 477369 1680640 SH SOLE 1558318 0 122322 FIDELITY NATL INFORMATION SV COM 31620M106 1059565 7535490 SH SOLE 6952009 0 583481 FIFTH THIRD BANCORP COM 316773100 77422 2067354 SH SOLE 1733685 0 333669 FIRST REP BK SAN FRANCISCO C COM 33616C100 255564 1532619 SH SOLE 1293965 0 238654 FLEXION THERAPEUTICS INC COM 33938J106 28139 3144016 SH SOLE 2696182 0 447834 FLOOR & DECOR HLDGS INC CL A 339750101 91096 954081 SH SOLE 801319 0 152762 FORTIVE CORP COM 34959J108 1004520 14220269 SH SOLE 13444348 0 775921 GENERAC HLDGS INC COM 368736104 321458 981701 SH SOLE 937522 0 44179 GENMAB A/S SPONSORED ADS 372303206 108805 3314182 SH SOLE 2927461 0 386721 GENTEX CORP COM 371901109 96965 2718397 SH SOLE 2282370 0 436027 GLAUKOS CORP COM 377322102 194210 2313954 SH SOLE 1956124 0 357830 GLOBAL BLOOD THERAPEUTICS IN COM 37890U108 47998 1177874 SH SOLE 1009500 0 168374 GLOBAL PMTS INC COM 37940X102 929570 4611418 SH SOLE 4155877 0 455541 GLOBANT S A COM L44385109 6571 31649 SH SOLE 16600 0 15049 GLOBE LIFE INC COM 37959E102 103002 1065945 SH SOLE 896769 0 169176 GOLDMAN SACHS GROUP INC COM 38141G104 127237 389105 SH SOLE 389105 0 0 GUIDEWIRE SOFTWARE INC COM 40171V100 120524 1185906 SH SOLE 996006 0 189900 HALOZYME THERAPEUTICS INC COM 40637H109 436418 10468159 SH SOLE 8475007 0 1993152 HARLEY DAVIDSON INC COM 412822108 379 9460 SH SOLE 9460 0 0 HDFC BANK LTD SPONSORED ADS 40415F101 271147 3490111 SH SOLE 3490111 0 0 HILTON WORLDWIDE HLDGS INC COM 43300A203 99634 823964 SH SOLE 823964 0 0 HORIZON THERAPEUTICS PUB L SHS G46188101 44776 486486 SH SOLE 333210 0 153276 HUBSPOT INC COM 443573100 846592 1863878 SH SOLE 1701235 0 162643 I MAB SPONSORED ADS 44975P103 42551 877891 SH SOLE 753275 0 124616 IAC INTERACTIVECORP NEW COM 44891N109 105500 487727 SH SOLE 409743 0 77984 ICICI BANK LIMITED ADR 45104G104 11504 717653 SH SOLE 273124 0 444529 ICLICK INTERACTIVE ASIA GROU SPONSORED ADR 45113Y104 10771 915121 SH SOLE 627102 0 288019 IDEX CORP COM 45167R104 147599 705137 SH SOLE 673318 0 31819 IHS MARKIT LTD SHS G47567105 931216 9621992 SH SOLE 8673689 0 948303 IMPERIAL OIL LTD COM NEW 453038408 769509 31768780 SH SOLE 29452346 0 2316434 INGERSOLL RAND INC COM 45687V106 568161 11545633 SH SOLE 10025275 0 1520358 INSMED INC COM PAR $.01 457669307 60406 1773502 SH SOLE 1422974 0 350528 INSPIRE MED SYS INC COM 457730109 38602 186494 SH SOLE 160059 0 26435 INTERSECT ENT INC COM 46071F103 78679 3768171 SH SOLE 3229831 0 538340 INVITAE CORP COM 46185L103 34921 913927 SH SOLE 766037 0 147890 IOVANCE BIOTHERAPEUTICS INC COM 462260100 94445 2983114 SH SOLE 2494782 0 488332 IPG PHOTONICS CORP COM 44980X109 188082 891635 SH SOLE 791185 0 100450 IRHYTHM TECHNOLOGIES INC COM 450056106 107797 776301 SH SOLE 682381 0 93920 ISHARES TR INDIA 50 ETF 464289529 25177 561101 SH SOLE 210887 0 350214 JFROG LTD ORD SHS M6191J100 153848 3467398 SH SOLE 3132986 0 334412 JOHN BEAN TECHNOLOGIES CORP COM 477839104 55066 412971 SH SOLE 347410 0 65561 JOHNSON CTLS INTL PLC SHS G51502105 93265 1563013 SH SOLE 1070635 0 492378 JONES LANG LASALLE INC COM 48020Q107 54929 306798 SH SOLE 258110 0 48688 JPMORGAN CHASE & CO COM 46625H100 37222 244510 SH SOLE 244510 0 0 JPMORGAN CHASE & CO OPTIONS 46625H100 137799 905200 SH Call SOLE 0 0 0 KE HLDGS INC SPONSORED ADS 482497104 181390 3183397 SH SOLE 3183397 0 0 KINGSOFT CLOUD HLDGS LTD ADS 49639K101 5135 130599 SH SOLE 68652 0 61947 KIRBY CORP COM 497266106 61588 1021694 SH SOLE 859540 0 162154 KORNIT DIGITAL LTD SHS M6372Q113 176322 1778877 SH SOLE 1526576 0 252301 KROGER CO COM 501044101 66397 1844883 SH SOLE 1546203 0 298680 LAMAR ADVERTISING CO NEW CL A 512816109 99349 1057803 SH SOLE 885297 0 172506 LANTHEUS HLDGS INC COM 516544103 22614 1058207 SH SOLE 907996 0 150211 LATTICE SEMICONDUCTOR CORP COM 518415104 476243 10578483 SH SOLE 9151056 0 1427427 LAUDER ESTEE COS INC CL A 518439104 250862 862514 SH SOLE 862514 0 0 LEGEND BIOTECH CORP SPONSORED ADS 52490G102 24523 845048 SH SOLE 725330 0 119718 LIBERTY BROADBAND CORP COM SER C 530307305 35618 237213 SH SOLE 199565 0 37648 LIBERTY MEDIA CORP DEL COM A SIRIUSXM 531229409 39009 884954 SH SOLE 742520 0 142434 LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607 38797 879545 SH SOLE 737982 0 141563 LINDE PLC SHS G5494J103 79900 285213 SH SOLE 285213 0 0 LIONS GATE ENTMNT CORP CL A VTG 535919401 16306 1090726 SH SOLE 919034 0 171692 LIONS GATE ENTMNT CORP CL B NON VTG 535919500 29362 2276128 SH SOLE 1914881 0 361247 LIVEPERSON INC COM 538146101 175535 3328313 SH SOLE 2795362 0 532951 LIVERAMP HLDGS INC COM 53815P108 85675 1651407 SH SOLE 1386947 0 264460 LOWES COS INC COM 548661107 759063 3991286 SH SOLE 3629616 0 361670 LULULEMON ATHLETICA INC COM 550021109 202758 661073 SH SOLE 601275 0 59798 LUXFER HOLDINGS PLC SHS G5698W116 469 22016 SH SOLE 22016 0 0 LYFT INC CL A COM 55087P104 213626 3381230 SH SOLE 3229660 0 151570 M & T BK CORP COM 55261F104 74182 489294 SH SOLE 410571 0 78723 MADRIGAL PHARMACEUTICALS INC COM 558868105 25081 214425 SH SOLE 183726 0 30699 MARRIOTT INTL INC NEW CL A 571903202 190711 1287632 SH SOLE 1188081 0 99551 MARSH & MCLENNAN COS INC COM 571748102 609539 5004425 SH SOLE 4484441 0 519984 MARTIN MARIETTA MATLS INC COM 573284106 113608 338300 SH SOLE 338300 0 0 MASTERCARD INCORPORATED CL A 57636Q104 41191 115688 SH SOLE 79320 0 36368 MATCH GROUP INC NEW COM 57667L107 409721 2982393 SH SOLE 2848417 0 133976 MEDTRONIC PLC SHS G5960L103 81820 692627 SH SOLE 692627 0 0 MERCADOLIBRE INC COM 58733R102 579799 393848 SH SOLE 376640 0 17208 MERCK & CO. INC COM 58933Y105 74767 969865 SH SOLE 969865 0 0 MICRON TECHNOLOGY INC COM 595112103 45237 512829 SH SOLE 432445 0 80384 MICRON TECHNOLOGY INC OPTIONS 595112103 134273 1522200 SH Call SOLE 0 0 0 MICROSOFT CORP COM 594918104 952654 4040608 SH SOLE 3656495 0 384113 MICROSOFT CORP OPTIONS 594918104 167868 712000 SH Put SOLE 0 0 0 MODEL N INC COM 607525102 98117 2785037 SH SOLE 2387003 0 398034 MOELIS & CO CL A 60786M105 98286 1790924 SH SOLE 1507059 0 283865 MONOLITHIC PWR SYS INC COM 609839105 163537 463003 SH SOLE 388862 0 74141 MORGAN STANLEY COM NEW 617446448 128340 1652588 SH SOLE 1652588 0 0 MORNINGSTAR INC COM 617700109 89612 398206 SH SOLE 297580 0 100626 MSCI INC COM 55354G100 293187 699264 SH SOLE 667860 0 31404 NASDAQ INC COM 631103108 275989 1871618 SH SOLE 1687158 0 184460 NEOGENOMICS INC COM NEW 64049M209 234028 4852328 SH SOLE 4062592 0 789736 NETAPP INC COM 64110D104 71573 984903 SH SOLE 828783 0 156120 NETFLIX INC COM 64110L106 778999 1493307 SH SOLE 1402798 0 90509 NEW YORK TIMES CO CL A 650111107 422820 8352825 SH SOLE 7427286 0 925539 NEWS CORP NEW CL A 65249B109 111174 4371778 SH SOLE 3677929 0 693849 NEXTERA ENERGY INC COM 65339F101 804565 10640983 SH SOLE 9676727 0 964256 NICE LTD SPONSORED ADR 653656108 828109 3799186 SH SOLE 3149510 0 649676 NOAH HLDGS LTD SPON ADS CL A 65487X102 10426 234825 SH SOLE 124190 0 110635 NORFOLK SOUTHN CORP COM 655844108 138619 516232 SH SOLE 516232 0 0 NORTHERN TR CORP COM 665859104 79589 757200 SH SOLE 637032 0 120168 NORTHROP GRUMMAN CORP COM 666807102 85490 264151 SH SOLE 264151 0 0 NOVANTA INC COM 67000B104 169134 1282386 SH SOLE 983524 0 298862 NOVARTIS AG SPONSORED ADR 66987V109 647 7563 SH SOLE 7563 0 0 NUANCE COMMUNICATIONS INC COM 67020Y100 126639 2901898 SH SOLE 2771962 0 129936 NVENT ELECTRIC PLC SHS G6700G107 86858 3112090 SH SOLE 2618190 0 493900 NVIDIA CORPORATION COM 67066G104 409767 767455 SH SOLE 767455 0 0 NXP SEMICONDUCTORS N V COM N6596X109 812266 4034300 SH SOLE 3661992 0 372308 OGE ENERGY CORP COM 670837103 85052 2628296 SH SOLE 2202784 0 425512 OKTA INC CL A 679295105 102838 466533 SH SOLE 445619 0 20914 OLD DOMINION FREIGHT LINE IN COM 679580100 61640 256397 SH SOLE 256397 0 0 OMNICOM GROUP INC COM 681919106 74853 1009479 SH SOLE 849264 0 160215 ONE COM CL A G7000X105 8847 763284 SH SOLE 559151 0 204133 OPTIMIZERX CORP COM NEW 68401U204 37653 772373 SH SOLE 648806 0 123567 ORACLE CORP COM 68389X105 70860 1009834 SH SOLE 1009834 0 0 ORCHARD THERAPEUTICS PLC ADS 68570P101 77274 10643790 SH SOLE 8448451 0 2195339 OTIS WORLDWIDE CORP COM 68902V107 76461 1117034 SH SOLE 1004129 0 112905 OZON HLDGS PLC SPONSORED ADS 69269L104 4924 87826 SH SOLE 45930 0 41896 PAGSEGURO DIGITAL LTD COM CL A G68707101 165468 3573830 SH SOLE 3413286 0 160544 PAPA JOHNS INTL INC COM 698813102 71031 801342 SH SOLE 673001 0 128341 PAYPAL HLDGS INC COM 70450Y103 2693 11088 SH SOLE 7612 0 3476 PELOTON INTERACTIVE INC CL A COM 70614W100 202091 1797322 SH SOLE 1716427 0 80895 PHILIP MORRIS INTL INC COM 718172109 104608 1178812 SH SOLE 1178812 0 0 PINDUODUO INC SPONSORED ADS 722304102 914 6830 SH SOLE 6830 0 0 PROGRESSIVE CORP COM 743315103 599721 6272572 SH SOLE 5577109 0 695463 PROTARA THERAPEUTICS INC COM STK 74365U107 5980 379946 SH SOLE 324079 0 55867 PS BUSINESS PKS INC CALIF COM 69360J107 41843 270688 SH SOLE 229072 0 41616 PUBLIC STORAGE COM 74460D109 43544 176464 SH SOLE 148461 0 28003 Q2 HLDGS INC COM 74736L109 216178 2157470 SH SOLE 1812039 0 345431 QUOTIENT LTD SHS G73268107 12128 3295543 SH SOLE 2828791 0 466752 RADIUS HEALTH INC COM NEW 750469207 33625 1611946 SH SOLE 1353722 0 258224 RADWARE LTD ORD M81873107 83095 3186164 SH SOLE 2734170 0 451994 RAYTHEON TECHNOLOGIES CORP COM 75513E101 93777 1213632 SH SOLE 1213632 0 0 REATA PHARMACEUTICALS INC CL A 75615P103 10932 109653 SH SOLE 93626 0 16027 REPLIGEN CORP COM 759916109 33503 172333 SH SOLE 145364 0 26969 RLX TECHNOLOGY INC SPONSORED ADS 74969N103 17287 1668650 SH SOLE 1405377 0 263273 ROKU INC COM CL A 77543R102 224807 690080 SH SOLE 659158 0 30922 S&P GLOBAL INC COM 78409V104 199953 566649 SH SOLE 515296 0 51353 SAGE THERAPEUTICS INC COM 78667J108 116884 1561573 SH SOLE 1442598 0 118975 SCHLUMBERGER LTD COM 806857108 81038 2980442 SH SOLE 2980442 0 0 SCHWAB CHARLES CORP COM 808513105 491462 7540076 SH SOLE 6856640 0 683436 SEA LTD SPONSORD ADS 81141R100 613371 2747710 SH SOLE 2732367 0 15343 SEER INC COM CL A 81578P106 33732 674366 SH SOLE 566379 0 107987 SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 58633 1685814 SH SOLE 1416259 0 269555 SHOCKWAVE MED INC COM 82489T104 113441 870878 SH SOLE 727767 0 143111 SHOPIFY INC CL A 82509L107 337256 304795 SH SOLE 277225 0 27570 SKYWORKS SOLUTIONS INC COM 83088M102 332088 1809943 SH SOLE 1602751 0 207192 SMARTSHEET INC COM CL A 83200N103 48197 754024 SH SOLE 633268 0 120756 SOUTHWEST AIRLS CO COM 844741108 568168 9305084 SH SOLE 8337854 0 967230 STAAR SURGICAL CO COM PAR $0.01 852312305 50406 478189 SH SOLE 409833 0 68356 STARBUCKS CORP COM 855244109 353249 3232812 SH SOLE 2939933 0 292879 STONECO LTD COM CL A G85158106 216362 3534169 SH SOLE 3534169 0 0 STORE CAP CORP COM 862121100 38266 1142278 SH SOLE 960992 0 181286 SUNCOR ENERGY INC NEW COM 867224107 458681 21942315 SH SOLE 20629112 0 1313203 SVB FINANCIAL GROUP COM 78486Q101 296777 601177 SH SOLE 548983 0 52194 SVMK INC COM 78489X103 27188 1484078 SH SOLE 1016858 0 467220 SYNCHRONY FINANCIAL COM 87165B103 203035 4993487 SH SOLE 4595116 0 398371 SYNOPSYS INC COM 871607107 279652 1128629 SH SOLE 1016444 0 112185 SYSCO CORP COM 871829107 62135 789119 SH SOLE 663882 0 125237 T-MOBILE US INC COM 872590104 56344 449708 SH SOLE 308332 0 141376 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 131707 1113521 SH SOLE 1031553 0 81968 TAIWAN SEMICONDUCTOR MFG LTD OPTIONS 874039100 100574 850300 SH Put SOLE 0 0 0 TAL EDUCATION GROUP SPONSORED ADS 874080104 291377 5410900 SH SOLE 5410900 0 0 TELEDYNE TECHNOLOGIES INC COM 879360105 289261 699290 SH SOLE 588534 0 110756 TELEFONICA BRASIL SA NEW ADR 87936R205 660226 83891508 SH SOLE 77063822 0 6827686 TENARIS S A SPONSORED ADS 88031M109 71887 3168238 SH SOLE 2978445 0 189793 THOR INDS INC COM 885160101 97461 723324 SH SOLE 607305 0 116019 THREDUP INC CL A 88556E102 17998 771454 SH SOLE 648992 0 122462 TJX COS INC NEW COM 872540109 380080 5745724 SH SOLE 5225512 0 520212 TJX COS INC NEW OPTIONS 872540109 131076 1981500 SH Call SOLE 0 0 0 TRADEWEB MKTS INC CL A 892672106 319047 4311447 SH SOLE 3886129 0 425318 TRANSDIGM GROUP INC COM 893641100 23201 39463 SH SOLE 39463 0 0 TRANSDIGM GROUP INC OPTIONS 893641100 96007 163300 SH Call SOLE 0 0 0 TRANSUNION COM 89400J107 172267 1914076 SH SOLE 1828065 0 86011 TREX CO INC COM 89531P105 40297 440216 SH SOLE 370292 0 69924 TRIMBLE INC COM 896239100 340386 4375708 SH SOLE 4178212 0 197496 TRIP COM GROUP LTD ADS 89677Q107 10015 252711 SH SOLE 132981 0 119730 TWIST BIOSCIENCE CORP COM 90184D100 12130 97931 SH SOLE 82383 0 15548 TYLER TECHNOLOGIES INC COM 902252105 289050 680871 SH SOLE 619210 0 61661 TYSON FOODS INC CL A 902494103 87285 1174769 SH SOLE 984578 0 190191 UBER TECHNOLOGIES INC COM 90353T100 749934 13757726 SH SOLE 13173281 0 584445 ULTA BEAUTY INC COM 90384S303 172032 556431 SH SOLE 533631 0 22800 UNION PAC CORP COM 907818108 101357 459855 SH SOLE 459855 0 0 UNION PAC CORP OPTIONS 907818108 150033 680700 SH Call SOLE 0 0 0 UNIQURE NV SHS N90064101 12525 371774 SH SOLE 251850 0 119924 UNITY SOFTWARE INC COM 91332U101 406631 4053746 SH SOLE 4053746 0 0 VAIL RESORTS INC COM 91879Q109 78646 269651 SH SOLE 226858 0 42793 VALMONT INDS INC COM 920253101 135442 569875 SH SOLE 417706 0 152169 VAPOTHERM INC COM 922107107 52242 2174944 SH SOLE 1816347 0 358597 VEEVA SYS INC CL A COM 922475108 1657512 6344787 SH SOLE 5887353 0 457434 VERACYTE INC COM 92337F107 252178 4691688 SH SOLE 3841626 0 850062 VERICEL CORP COM 92346J108 53242 958446 SH SOLE 804962 0 153484 VERTIV HOLDINGS CO COM CL A 92537N108 84822 4241087 SH SOLE 2904878 0 1336209 VESPER HEALTHCARE ACQSTN COR COM CL A 92538T104 8594 795771 SH SOLE 540387 0 255384 VIEWRAY INC COM 92672L107 90187 20732736 SH SOLE 16587807 0 4144929 VISA INC COM CL A 92826C839 684582 3233277 SH SOLE 3138600 0 94677 VULCAN MATLS CO COM 929160109 77151 457193 SH SOLE 457193 0 0 WAYFAIR INC CL A 94419L101 296169 940965 SH SOLE 898713 0 42252 WEST PHARMACEUTICAL SVSC INC COM 955306105 352281 1250199 SH SOLE 1191525 0 58674 WESTERN DIGITAL CORP. COM 958102105 8235 123363 SH SOLE 123363 0 0 WESTERN DIGITAL CORP. OPTIONS 958102105 97355 1458500 SH Call SOLE 0 0 0 WHITE MTNS INS GROUP LTD COM G9618E107 59045 52960 SH SOLE 49845 0 3115 WINGSTOP INC COM 974155103 95125 748018 SH SOLE 628229 0 119789 WNS HLDGS LTD SPON ADR 92932M101 74151 1023617 SH SOLE 877224 0 146393 XPENG INC ADS 98422D105 2447 67025 SH SOLE 67025 0 0 Y-MABS THERAPEUTICS INC COM 984241109 39853 1317900 SH SOLE 1106873 0 211027 YANDEX N V SHS CLASS A N97284108 99476 1552853 SH SOLE 1503724 0 49129 YETI HLDGS INC COM 98585X104 177736 2461369 SH SOLE 2207496 0 253873 ZAI LAB LTD ADR 98887Q104 35104 263092 SH SOLE 216044 0 47048 ZHIHU INC ADS 98955N108 1622 200000 SH SOLE 200000 0 0 ZOGENIX INC COM NEW 98978L204 25546 1308724 SH SOLE 1121640 0 187084 ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 259872 808838 SH SOLE 735549 0 73289 ZOOMINFO TECHNOLOGIES INC COM CL A 98980F104 76548 1565402 SH SOLE 1495100 0 70302 ZSCALER INC COM 98980G102 271172 1579612 SH SOLE 1448455 0 131157 ZYNGA INC CL A 98986T108 843913 82655497 SH SOLE 73169692 0 9485805