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
ADOBE INC COM 00724F101   116,862,008 195,880 SH   SOLE   195,880 0 0
ADOBE INC COM 00724F101   92,174,700 154,500 SH Put SOLE   154,500 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104   18,930,425 134,602 SH   SOLE   109,823 0 24,779
ADVANCED MICRO DEVICES INC COM 007903107   1,322,466,704 8,971,350 SH   SOLE   7,574,574 0 1,396,776
ADVANCED MICRO DEVICES INC COM 007903107   75,311,769 510,900 SH Call SOLE   510,900 0 0
AERCAP HOLDINGS NV SHS N00985106   137,411,586 1,848,918 SH   SOLE   1,432,064 0 416,854
AGILENT TECHNOLOGIES INC COM 00846U101   36,973,638 265,940 SH   SOLE   265,940 0 0
AGILYSYS INC COM 00847J105   95,128,344 1,121,532 SH   SOLE   899,858 0 221,674
AIRBNB INC COM CL A 009066101   413,521,438 3,037,472 SH   SOLE   2,759,802 0 277,670
AKERO THERAPEUTICS INC COM 00973Y108   7,096,532 303,920 SH   SOLE   244,069 0 59,851
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   56,283,731 726,148 SH   SOLE   726,148 0 0
ALKERMES PLC SHS G01767105   57,311,395 2,066,020 SH   SOLE   1,655,333 0 410,687
ALLEGRO MICROSYSTEMS INC COM 01749D105   47,560,224 1,571,200 SH   SOLE   1,264,892 0 306,308
ALLSTATE CORP COM 020002101   21,298,937 152,157 SH   SOLE   152,157 0 0
ALPHABET INC CAP STK CL C 02079K107   176,911,543 1,255,315 SH   SOLE   1,255,315 0 0
ALPHABET INC CAP STK CL A 02079K305   1,635,274,280 11,706,452 SH   SOLE   10,676,796 0 1,029,656
ALPHATEC HLDGS INC COM NEW 02081G201   19,050,492 1,260,787 SH   SOLE   1,009,680 0 251,107
ALTRIA GROUP INC COM 02209S103   77,911,910 1,931,381 SH   SOLE   1,931,381 0 0
AMAZON COM INC COM 023135106   1,147,317,173 7,551,120 SH   SOLE   6,249,478 0 1,301,642
AMAZON COM INC COM 023135106   172,983,690 1,138,500 SH Call SOLE   1,138,500 0 0
AMERICAN EXPRESS CO COM 025816109   909,575,229 4,855,211 SH   SOLE   4,581,407 0 273,804
ANALOG DEVICES INC COM 032654105   108,365,311 545,756 SH   SOLE   400,432 0 145,324
AON PLC SHS CL A G0403H108   236,138,284 811,416 SH   SOLE   620,421 0 190,995
ARAMARK COM 03852U106   11,007,529 391,727 SH   SOLE   391,727 0 0
ARCH CAP GROUP LTD ORD G0450A105   1,848,895,873 24,894,249 SH   SOLE   24,097,765 0 796,484
ARGENX SE SPONSORED ADR 04016X101   1,207,666,285 3,174,477 SH   SOLE   2,705,482 0 468,995
ARISTA NETWORKS INC COM 040413106   535,335,661 2,273,091 SH   SOLE   2,000,757 0 272,334
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101   724,115,141 5,749,227 SH   SOLE   4,943,907 0 805,320
ASML HOLDING N V N Y REGISTRY SHS N07059210   122,029,885 161,219 SH   SOLE   156,890 0 4,329
ASTRAZENECA PLC SPONSORED ADR 046353108   54,927,293 815,550 SH   SOLE   598,505 0 217,045
ATLASSIAN CORPORATION CL A 049468101   1,420,727,790 5,972,958 SH   SOLE   5,251,515 0 721,443
ATMOS ENERGY CORP COM 049560105   206,418 1,781 SH   SOLE   1,781 0 0
AUTONATION INC COM 05329W102   42,740,027 284,592 SH   SOLE   209,594 0 74,998
AVANTOR INC COM 05352A100   10,487,303 459,365 SH   SOLE   459,365 0 0
AVIDITY BIOSCIENCES INC COM 05370A108   19,032,349 2,103,022 SH   SOLE   1,693,628 0 409,394
AXALTA COATING SYS LTD COM G0750C108   13,716,984 403,797 SH   SOLE   403,797 0 0
AXONICS INC COM 05465P101   75,975,922 1,220,889 SH   SOLE   983,981 0 236,908
BANK AMERICA CORP COM 060505104   111,002,145 3,296,767 SH   SOLE   3,296,767 0 0
BANK NEW YORK MELLON CORP COM 064058100   1,030,253,705 19,793,539 SH   SOLE   18,665,843 0 1,127,696
BAXTER INTL INC COM 071813109   159,592,539 4,128,105 SH   SOLE   3,695,380 0 432,725
BENTLEY SYS INC COM CL B 08265T208   277,770,107 5,323,306 SH   SOLE   4,624,044 0 699,262
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   1,003,154,399 2,812,635 SH   SOLE   2,712,435 0 100,200
BILIBILI INC SPONS ADS REP Z 090040106   37,849,868 3,110,096 SH   SOLE   3,110,096 0 0
BIO RAD LABS INC CL A 090572207   48,979,507 151,691 SH   SOLE   112,125 0 39,566
BIO-TECHNE CORP COM 09073M104   22,067,374 285,995 SH   SOLE   285,995 0 0
BIONTECH SE SPONSORED ADS 09075V102   6,760,259 64,054 SH   SOLE   51,360 0 12,694
BJS WHSL CLUB HLDGS INC COM 05550J101   109,622,037 1,644,495 SH   SOLE   1,501,022 0 143,473
BOEING CO COM 097023105   30,701,317 117,783 SH   SOLE   117,783 0 0
BOEING CO COM 097023105   30,757,880 118,000 SH Put SOLE   118,000 0 0
BOOKING HOLDINGS INC COM 09857L108   113,826,743 32,089 SH   SOLE   32,089 0 0
BORGWARNER INC COM 099724106   31,159,458 869,162 SH   SOLE   645,960 0 223,202
BOSTON SCIENTIFIC CORP COM 101137107   992,594,116 17,169,938 SH   SOLE   14,375,411 0 2,794,527
CABLE ONE INC COM 12685J105   58,518,203 105,137 SH   SOLE   77,794 0 27,343
CABLE ONE INC NOTE3/1 12685JAE5   77,214 91,000 PRN   SOLE   91,000 0 0
CABLE ONE INC NOTE 1.125% 3/1 12685JAG0   63,145 83,000 PRN   SOLE   83,000 0 0
CAE INC COM 124765108   170,064,387 7,878,286 SH   SOLE   6,195,326 0 1,682,960
CALIX INC COM 13100M509   53,888,338 1,233,425 SH   SOLE   990,913 0 242,512
CANADIAN NATL RY CO COM 136375102   318,973,939 2,537,600 SH   SOLE   1,946,600 0 591,000
CANADIAN PACIFIC KANSAS CITY COM 13646K108   487,658,922 6,163,858 SH   SOLE   4,927,195 0 1,236,663
CAVA GROUP INC COM 148929102   14,693,659 341,872 SH   SOLE   245,068 0 96,804
CCC INTELLIGENT SOLUTIONS HL COM 12510Q100   31,696,149 2,782,805 SH   SOLE   2,254,863 0 527,942
CELSIUS HLDGS INC COM NEW 15118V207   101,116,118 1,854,661 SH   SOLE   1,765,039 0 89,622
CENTENE CORP DEL COM 15135B101   66,141,592 891,276 SH   SOLE   662,079 0 229,197
CERIDIAN HCM HLDG INC COM 15677J108   307,291,939 4,578,247 SH   SOLE   4,019,783 0 558,464
CHART INDS INC COM 16115Q308   17,216,570 126,286 SH   SOLE   101,670 0 24,616
CHECK POINT SOFTWARE TECH LT ORD M22465104   35,052,623 229,417 SH   SOLE   229,417 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   1,108,196,781 484,572 SH   SOLE   434,851 0 49,721
CITIGROUP INC COM NEW 172967424   576,817,142 11,213,397 SH   SOLE   10,580,823 0 632,574
CLEARWATER ANALYTICS HLDGS I CL A 185123106   63,406,547 3,165,579 SH   SOLE   2,243,578 0 922,001
CME GROUP INC COM 12572Q105   135,489,510 643,350 SH   SOLE   643,350 0 0
CNH INDL N V SHS N20944109   384,313,457 31,552,829 SH   SOLE   30,723,100 0 829,729
COCA COLA CO COM 191216100   81,460,589 1,382,328 SH   SOLE   1,382,328 0 0
COMCAST CORP NEW CL A 20030N101   137,820,682 3,143,003 SH   SOLE   3,143,003 0 0
COREBRIDGE FINL INC COM 21871X109   58,765,161 2,713,073 SH   SOLE   1,974,684 0 738,389
COSTAR GROUP INC COM 22160N109   449,010,170 5,138,004 SH   SOLE   4,598,474 0 539,530
CREDICORP LTD COM G2519Y108   14,090,122 93,978 SH   SOLE   51,912 0 42,066
CRH PLC ORD G25508105   195,480,809 2,826,501 SH   SOLE   2,157,170 0 669,331
CROCS INC COM 227046109   23,252,084 248,925 SH   SOLE   201,181 0 47,744
CROWDSTRIKE HLDGS INC CL A 22788C105   122,773,941 480,863 SH   SOLE   480,863 0 0
CROWN CASTLE INC COM 22822V101   98,532,604 855,392 SH   SOLE   855,392 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   140,022,017 639,224 SH   SOLE   510,147 0 129,077
DANAHER CORPORATION COM 235851102   427,244,958 1,846,827 SH   SOLE   1,584,768 0 262,059
DATADOG INC CL A COM 23804L103   256,485,286 2,113,077 SH   SOLE   2,043,219 0 69,858
DECKERS OUTDOOR CORP COM 243537107   102,019,797 152,626 SH   SOLE   145,322 0 7,304
DENALI THERAPEUTICS INC COM 24823R105   8,239,395 383,942 SH   SOLE   309,376 0 74,566
DENTSPLY SIRONA INC COM 24906P109   460,678,170 12,944,034 SH   SOLE   11,821,754 0 1,122,280
DESCARTES SYS GROUP INC COM 249906108   38,737,671 461,035 SH   SOLE   368,435 0 92,600
DESPEGAR COM CORP ORD SHS G27358103   18,290,437 1,933,450 SH   SOLE   1,933,450 0 0
DEXCOM INC COM 252131107   732,169,220 5,900,308 SH   SOLE   5,336,905 0 563,403
DISNEY WALT CO COM 254687106   66,720,337 738,956 SH   SOLE   738,956 0 0
DOLLAR GEN CORP NEW COM 256677105   111,613,455 820,989 SH   SOLE   754,328 0 66,661
DOMINOS PIZZA INC COM 25754A201   119,477,033 289,831 SH   SOLE   275,814 0 14,017
DOUBLEVERIFY HLDGS INC COM 25862V105   40,856,548 1,110,836 SH   SOLE   901,541 0 209,295
DRAFTKINGS INC NEW COM CL A 26142V105   26,547,480 753,120 SH   SOLE   753,120 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   40,706,700 1,154,800 SH Call SOLE   1,154,800 0 0
DUOLINGO INC CL A COM 26603R106   41,199,363 181,615 SH   SOLE   147,872 0 33,743
E L F BEAUTY INC COM 26856L103   8,024,871 55,597 SH   SOLE   45,301 0 10,296
EATON CORP PLC SHS G29183103   233,697,989 970,426 SH   SOLE   830,475 0 139,951
ECOLAB INC COM 278865100   68,530,520 345,503 SH   SOLE   345,503 0 0
ELECTRONIC ARTS INC COM 285512109   127,961,950 935,326 SH   SOLE   838,747 0 96,579
ELEVANCE HEALTH INC COM 036752103   1,090,554,649 2,312,653 SH   SOLE   2,181,313 0 131,340
ELI LILLY & CO COM 532457108   31,701,521 54,384 SH   SOLE   54,384 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107   1,213,707 46,061 SH   SOLE   46,061 0 0
ENVISTA HOLDINGS CORPORATION COM 29415F104   27,362,403 1,137,257 SH   SOLE   913,107 0 224,150
EOG RES INC COM 26875P101   119,868,102 991,055 SH   SOLE   991,055 0 0
EQUIFAX INC COM 294429105   126,793,991 512,734 SH   SOLE   467,671 0 45,063
EQUINIX INC COM 29444U700   10,606,986 13,170 SH   SOLE   13,170 0 0
ERMENEGILDO ZEGNA N V ORD SHS N30577105   44,328,534 3,831,334 SH   SOLE   3,088,147 0 743,187
ETSY INC COM 29786A106   126,067,764 1,555,432 SH   SOLE   1,428,782 0 126,650
EXACT SCIENCES CORP COM 30063P105   330,711,166 4,470,278 SH   SOLE   4,007,583 0 462,695
EXPEDIA GROUP INC COM NEW 30212P303   611,271,536 4,027,087 SH   SOLE   3,682,082 0 345,005
EXPEDITORS INTL WASH INC COM 302130109   58,622,410 460,868 SH   SOLE   342,574 0 118,294
FABRINET SHS G3323L100   126,403,292 664,127 SH   SOLE   531,845 0 132,282
FEDEX CORP COM 31428X106   67,655,309 267,444 SH   SOLE   267,444 0 0
FERGUSON PLC NEW SHS G3421J106   8,803,027 45,595 SH   SOLE   45,595 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   17,883,500 297,711 SH   SOLE   297,711 0 0
FIFTH THIRD BANCORP COM 316773100   69,682,423 2,020,366 SH   SOLE   1,484,242 0 536,124
FIRST CTZNS BANCSHARES INC N CL A 31946M103   122,601,846 86,402 SH   SOLE   63,381 0 23,021
FISERV INC COM 337738108   95,589,804 719,586 SH   SOLE   719,586 0 0
FIVE BELOW INC COM 33829M101   245,339,699 1,150,965 SH   SOLE   1,024,286 0 126,679
FLOOR & DECOR HLDGS INC CL A 339750101   49,745,720 445,910 SH   SOLE   358,959 0 86,951
FORTIVE CORP COM 34959J108   238,802,044 3,243,271 SH   SOLE   3,085,754 0 157,517
GALLAGHER ARTHUR J & CO COM 363576109   190,630,326 847,698 SH   SOLE   807,127 0 40,571
GARMIN LTD SHS H2906T109   939,641,796 7,310,112 SH   SOLE   7,122,964 0 187,148
GENERAL ELECTRIC CO COM NEW 369604301   173,941,184 1,362,855 SH   SOLE   1,362,855 0 0
GENERAL ELECTRIC CO COM NEW 369604301   54,166,172 424,400 SH Put SOLE   424,400 0 0
GENTEX CORP COM 371901109   59,068,190 1,808,579 SH   SOLE   1,339,796 0 468,783
GLAUKOS CORP COM 377322102   97,209,593 1,222,916 SH   SOLE   979,304 0 243,612
GLOBAL PMTS INC COM 37940X102   207,020,541 1,630,083 SH   SOLE   1,551,722 0 78,361
GLOBANT S A COM L44385109   10,598,439 44,535 SH   SOLE   24,644 0 19,891
GLOBE LIFE INC COM 37959E102   83,892,102 689,222 SH   SOLE   504,391 0 184,831
GOLD FIELDS LTD SPONSORED ADR 38059T106   7,888,740 545,556 SH   SOLE   303,212 0 242,344
GOLDMAN SACHS GROUP INC COM 38141G104   91,165,938 236,322 SH   SOLE   236,322 0 0
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109   83,893,754 24,894,289 SH   SOLE   24,894,289 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100   168,209,902 1,542,644 SH   SOLE   1,166,636 0 376,008
HALOZYME THERAPEUTICS INC COM 40637H109   247,227,584 6,689,058 SH   SOLE   5,896,607 0 792,451
HARLEY DAVIDSON INC COM 412822108   13,633,268 370,067 SH   SOLE   370,067 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   110,030,469 1,639,554 SH   SOLE   1,639,554 0 0
HENRY SCHEIN INC COM 806407102   22,176,292 292,911 SH   SOLE   164,227 0 128,684
HOWMET AEROSPACE INC COM 443201108   59,743,122 1,103,901 SH   SOLE   1,103,901 0 0
HUBBELL INC COM 443510607   177,711,669 540,272 SH   SOLE   490,285 0 49,987
HUBSPOT INC COM 443573100   383,545,362 660,670 SH   SOLE   610,077 0 50,593
IAC INC COM NEW 44891N208   50,358,342 961,404 SH   SOLE   714,941 0 246,463
ICICI BANK LIMITED ADR 45104G104   7,447,163 312,381 SH   SOLE   16,859 0 295,522
IMMATICS N.V SHS N44445109   7,254,644 688,950 SH   SOLE   553,456 0 135,494
IMMUNOCORE HLDGS PLC ADS 45258D105   8,649,995 126,610 SH   SOLE   101,493 0 25,117
IMMUNOGEN INC COM 45253H101   34,759,377 1,172,323 SH   SOLE   940,026 0 232,297
INFOSYS LTD SPONSORED ADR 456788108   240,135 13,065 SH   SOLE   13,065 0 0
INGERSOLL RAND INC COM 45687V106   931,778,012 12,047,815 SH   SOLE   10,557,701 0 1,490,114
INSULET CORP COM 45784P101   39,099,579 180,199 SH   SOLE   144,575 0 35,624
INTER PARFUMS INC COM 458334109   16,225,607 112,670 SH   SOLE   91,695 0 20,975
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107   3,448,474 41,598 SH   SOLE   41,598 0 0
INTUIT COM 461202103   790,982,340 1,265,511 SH   SOLE   1,083,092 0 182,419
INTUITIVE SURGICAL INC COM NEW 46120E602   21,540,773 63,851 SH   SOLE   63,851 0 0
IOVANCE BIOTHERAPEUTICS INC COM 462260100   39,248,957 4,827,670 SH   SOLE   3,888,816 0 938,854
IPG PHOTONICS CORP COM 44980X109   16,034,940 147,733 SH   SOLE   120,313 0 27,420
IRHYTHM TECHNOLOGIES INC COM 450056106   221,733,360 2,071,500 SH   SOLE   1,812,552 0 258,948
ISHARES TR INDIA 50 ETF 464289529   267,428 5,430 SH   SOLE   5,430 0 0
JABIL INC COM 466313103   170,659,817 1,339,559 SH   SOLE   1,274,827 0 64,732
JOHN BEAN TECHNOLOGIES CORP COM 477839104   13,758,709 138,348 SH   SOLE   111,569 0 26,779
JONES LANG LASALLE INC COM 48020Q107   38,953,871 206,247 SH   SOLE   153,068 0 53,179
KANZHUN LIMITED SPONSORED ADS 48553T106   40,214,803 2,421,120 SH   SOLE   2,421,120 0 0
KE HLDGS INC SPONSORED ADS 482497104   83,143,003 5,129,118 SH   SOLE   5,129,118 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   111,440,159 700,485 SH   SOLE   666,694 0 33,791
KINGSOFT CLOUD HLDGS LTD ADS 49639K101   2,362,583 625,022 SH   SOLE   348,428 0 276,594
KORNIT DIGITAL LTD SHS M6372Q113   71,265,103 3,719,473 SH   SOLE   2,971,718 0 747,755
KROGER CO COM 501044101   52,091,025 1,139,598 SH   SOLE   845,769 0 293,829
LAM RESEARCH CORP COM 512807108   442,535,634 564,992 SH   SOLE   533,123 0 31,869
LAMAR ADVERTISING CO NEW CL A 512816109   72,884,592 685,779 SH   SOLE   502,957 0 182,822
LANTHEUS HLDGS INC COM 516544103   6,555,074 105,727 SH   SOLE   86,313 0 19,414
LATTICE SEMICONDUCTOR CORP COM 518415104   658,498,167 9,544,835 SH   SOLE   8,519,536 0 1,025,299
LAUDER ESTEE COS INC CL A 518439104   107,121,690 732,456 SH   SOLE   732,456 0 0
LEGEND BIOTECH CORP SPONSORED ADS 52490G102   31,158,252 517,837 SH   SOLE   421,382 0 96,455
LIBERTY GLOBAL LTD COM CL A G61188101   251,292,625 14,141,397 SH   SOLE   13,801,462 0 339,935
LIBERTY GLOBAL LTD COM CL C G61188127   157,751,606 8,463,069 SH   SOLE   8,222,890 0 240,179
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   85,103,091 1,348,061 SH   SOLE   1,282,899 0 65,162
LIGHTSPEED COMMERCE INC SUB VTG SHS 53229C107   111,232,254 5,297,686 SH   SOLE   4,228,678 0 1,069,008
LINDE PLC SHS G54950103   1,178,323,704 2,868,992 SH   SOLE   2,325,196 0 543,796
LIVE NATION ENTERTAINMENT IN COM 538034109   205,144,243 2,191,712 SH   SOLE   2,010,451 0 181,261
LOWES COS INC COM 548661107   3,369,852 15,142 SH   SOLE   15,142 0 0
LULULEMON ATHLETICA INC COM 550021109   388,708,223 760,250 SH   SOLE   675,902 0 84,348
LUXFER HLDGS PLC SHS G5698W116   3,818,748 427,153 SH   SOLE   427,153 0 0
M & T BK CORP COM 55261F104   66,189,215 482,851 SH   SOLE   358,892 0 123,959
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100   101,562,375 1,092,656 SH   SOLE   781,143 0 311,513
MADRIGAL PHARMACEUTICALS INC COM 558868105   68,599,542 296,480 SH   SOLE   238,150 0 58,330
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109   162,325,108 3,455,196 SH   SOLE   3,455,196 0 0
MARKETAXESS HLDGS INC COM 57060D108   140,314,099 479,133 SH   SOLE   403,671 0 75,462
MARRIOTT INTL INC NEW CL A 571903202   210,321,676 932,649 SH   SOLE   830,147 0 102,502
MARSH & MCLENNAN COS INC COM 571748102   653,758,846 3,450,461 SH   SOLE   3,251,995 0 198,466
MARVELL TECHNOLOGY INC COM 573874104   70,671,258 1,171,800 SH Call SOLE   1,171,800 0 0
MASTERCARD INCORPORATED CL A 57636Q104   39,263,658 92,058 SH   SOLE   92,058 0 0
MCDONALDS CORP COM 580135101   5,190,408 17,505 SH   SOLE   17,505 0 0
MEDTRONIC PLC SHS G5960L103   98,357,354 1,193,947 SH   SOLE   1,193,947 0 0
MERCADOLIBRE INC COM 58733R102   224,716,076 142,991 SH   SOLE   134,459 0 8,532
MERCK & CO INC COM 58933Y105   75,544,646 692,943 SH   SOLE   692,943 0 0
META PLATFORMS INC CL A 30303M102   1,257,674,744 3,553,155 SH   SOLE   3,381,029 0 172,126
METTLER TOLEDO INTERNATIONAL COM 592688105   38,990,599 32,145 SH   SOLE   32,145 0 0
MICRON TECHNOLOGY INC COM 595112103   135,562,590 1,588,500 SH Call SOLE   1,588,500 0 0
MICRON TECHNOLOGY INC COM 595112103   7,411,864 86,851 SH   SOLE   86,851 0 0
MICROSOFT CORP COM 594918104   799,769,769 2,126,821 SH   SOLE   1,923,328 0 203,493
MICROSOFT CORP COM 594918104   212,124,164 564,100 SH Put SOLE   564,100 0 0
MODEL N INC COM 607525102   85,326,439 3,168,453 SH   SOLE   2,544,134 0 624,319
MOELIS & CO CL A 60786M105   60,566,908 1,079,047 SH   SOLE   792,527 0 286,520
MONGODB INC CL A 60937P106   10,545,468 25,793 SH   SOLE   25,793 0 0
MONOLITHIC PWR SYS INC COM 609839105   447,822,261 709,950 SH   SOLE   629,044 0 80,906
MORGAN STANLEY COM NEW 617446448   98,786,812 1,059,376 SH   SOLE   1,059,376 0 0
MSCI INC COM 55354G100   132,365,494 234,006 SH   SOLE   222,689 0 11,317
MURAL ONCOLOGY PUB LTD CO ORD SHS G63365103   1,097,757 185,432 SH   SOLE   144,924 0 40,508
MYR GROUP INC DEL COM 55405W104   15,658,512 108,266 SH   SOLE   88,194 0 20,072
MYRIAD GENETICS INC COM 62855J104   46,574,836 2,433,377 SH   SOLE   1,953,972 0 479,405
NATERA INC COM 632307104   7,748,819 123,704 SH   SOLE   123,704 0 0
NETAPP INC COM 64110D104   35,708,767 405,045 SH   SOLE   299,375 0 105,670
NETEASE INC SPONSORED ADS 64110W102   6,124,059 65,737 SH   SOLE   65,737 0 0
NETFLIX INC COM 64110L106   888,515,102 1,824,916 SH   SOLE   1,618,334 0 206,582
NEWS CORP NEW CL A 65249B109   69,396,762 2,826,752 SH   SOLE   2,068,654 0 758,098
NEXTERA ENERGY INC COM 65339F101   241,343,283 3,973,383 SH   SOLE   3,394,237 0 579,146
NICE LTD SPONSORED ADR 653656108   279,969,191 1,403,284 SH   SOLE   1,124,788 0 278,496
NIKE INC CL B 654106103   21,360,713 196,746 SH   SOLE   196,746 0 0
NIKE INC CL B 654106103   60,571,203 557,900 SH Call SOLE   557,900 0 0
NIO INC SPON ADS 62914V106   5,084,433 560,577 SH   SOLE   311,441 0 249,136
NNN REIT INC COM 637417106   55,807,001 1,294,826 SH   SOLE   960,431 0 334,395
NOAH HLDGS LTD SPON ADS 65487X102   3,238,555 234,508 SH   SOLE   112,880 0 121,628
NOKIA CORP SPONSORED ADR 654902204   365,152,312 106,769,682 SH   SOLE   104,017,160 0 2,752,522
NORTHROP GRUMMAN CORP COM 666807102   52,985,958 113,184 SH   SOLE   113,184 0 0
NOV INC COM 62955J103   71,339,970 3,517,750 SH   SOLE   2,579,801 0 937,949
NOVANTA INC COM 67000B104   97,066,809 576,372 SH   SOLE   469,591 0 106,781
NOVO-NORDISK A S ADR 670100205   129,566,987 1,252,460 SH   SOLE   895,177 0 357,283
NU HLDGS LTD ORD SHS CL A G6683N103   450,872,929 54,126,402 SH   SOLE   48,524,177 0 5,602,225
NVENT ELECTRIC PLC SHS G6700G107   61,648,715 1,043,302 SH   SOLE   766,581 0 276,721
NVIDIA CORPORATION COM 67066G104   240,433,272 485,508 SH   SOLE   485,508 0 0
NVR INC COM 62944T105   93,407,004 13,343 SH   SOLE   12,702 0 641
NXP SEMICONDUCTORS N V COM N6596X109   67,211,718 292,632 SH   SOLE   292,632 0 0
OGE ENERGY CORP COM 670837103   59,310,302 1,697,976 SH   SOLE   1,244,504 0 453,472
OMNICOM GROUP INC COM 681919106   50,441,905 583,076 SH   SOLE   434,138 0 148,938
ON HLDG AG NAMEN AKT A H5919C104   7,397,547 274,288 SH   SOLE   135,981 0 138,307
ON SEMICONDUCTOR CORP COM 682189105   620,510,707 7,428,597 SH   SOLE   6,480,999 0 947,598
OTIS WORLDWIDE CORP COM 68902V107   51,211,912 572,392 SH   SOLE   425,661 0 146,731
PAYCOR HCM INC COM 70435P102   25,950,575 1,201,972 SH   SOLE   967,787 0 234,185
PDD HOLDINGS INC SPONSORED ADS 722304102   7,160,558 48,941 SH   SOLE   48,941 0 0
PENUMBRA INC COM 70975L107   36,779,676 146,218 SH   SOLE   118,338 0 27,880
PEPSICO INC COM 713448108   7,230,938 42,575 SH   SOLE   42,575 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408   218,757,731 13,698,042 SH   SOLE   10,474,852 0 3,223,190
PHILIP MORRIS INTL INC COM 718172109   100,972,865 1,073,266 SH   SOLE   1,073,266 0 0
PNC FINL SVCS GROUP INC COM 693475105   118,420,144 764,741 SH   SOLE   764,741 0 0
POOL CORP COM 73278L105   131,111,796 328,840 SH   SOLE   294,264 0 34,576
PPL CORP COM 69351T106   257,369 9,497 SH   SOLE   9,497 0 0
PROCEPT BIOROBOTICS CORP COM 74276L105   15,533,397 370,637 SH   SOLE   301,650 0 68,987
PROCORE TECHNOLOGIES INC COM 74275K108   45,199,622 652,985 SH   SOLE   530,326 0 122,659
PROGRESSIVE CORP COM 743315103   920,417,001 5,778,610 SH   SOLE   5,429,345 0 349,265
PUBLIC STORAGE COM 74460D109   48,420,580 158,756 SH   SOLE   118,256 0 40,500
QUANTA SVCS INC COM 74762E102   526,261,317 2,438,653 SH   SOLE   2,167,350 0 271,303
RADWARE LTD ORD M81873107   39,376,526 2,360,703 SH   SOLE   1,889,826 0 470,877
RAMBUS INC DEL COM 750917106   18,415,079 269,818 SH   SOLE   217,246 0 52,572
REDWOOD TRUST INC NOTE 7.750% 6/1 758075AF2   170,219 185,000 PRN   SOLE   185,000 0 0
REPLIGEN CORP COM 759916109   273,789,191 1,522,743 SH   SOLE   1,391,219 0 131,524
RHYTHM PHARMACEUTICALS INC COM 76243J105   12,477,223 271,421 SH   SOLE   218,154 0 53,267
ROBLOX CORP CL A 771049103   175,416,027 3,836,746 SH   SOLE   3,480,968 0 355,778
ROCKWELL AUTOMATION INC COM 773903109   68,458,356 220,492 SH   SOLE   209,884 0 10,608
RXSIGHT INC COM 78349D107   96,593,495 2,395,672 SH   SOLE   1,918,532 0 477,140
RYAN SPECIALTY HOLDINGS INC CL A 78351F107   84,865,683 1,972,703 SH   SOLE   1,877,386 0 95,317
S&P GLOBAL INC COM 78409V104   618,369,378 1,403,726 SH   SOLE   1,181,781 0 221,945
SAIA INC COM 78709Y105   358,205,848 817,411 SH   SOLE   723,320 0 94,091
SCHLUMBERGER LTD COM STK 806857108   335,796,530 6,452,662 SH   SOLE   5,469,785 0 982,877
SCHWAB CHARLES CORP COM 808513105   628,940,016 9,141,570 SH   SOLE   8,626,132 0 515,438
SEA LTD SPONSORD ADS 81141R100   167,341,140 4,131,880 SH   SOLE   4,105,240 0 26,640
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102   351,389,843 9,352,937 SH   SOLE   9,109,617 0 243,320
SHARKNINJA INC COM SHS G8068L108   15,761,230 308,017 SH   SOLE   250,846 0 57,171
SHIFT4 PMTS INC CL A 82452J109   25,327,638 340,700 SH   SOLE   275,263 0 65,437
SHOCKWAVE MED INC COM 82489T104   284,980,956 1,495,492 SH   SOLE   1,307,680 0 187,812
SHOPIFY INC CL A 82509L107   499,815,359 6,416,115 SH   SOLE   5,770,177 0 645,938
SMARTSHEET INC COM CL A 83200N103   25,068,966 524,236 SH   SOLE   422,565 0 101,671
SNAP INC CL A 83304A106   78,147,001 4,615,889 SH   SOLE   4,615,889 0 0
SNOWFLAKE INC CL A 833445109   80,683,157 405,443 SH   SOLE   405,443 0 0
SOUTHWEST AIRLS CO COM 844741108   311,634,088 10,790,654 SH   SOLE   10,181,515 0 609,139
SPDR S&P 500 ETF TR TR UNIT 78462F103   272,970,533 574,300 SH Put SOLE   574,300 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   263,226,395 1,400,811 SH   SOLE   1,268,347 0 132,464
SPROUT SOCIAL INC COM CL A 85209W109   22,864,097 372,137 SH   SOLE   299,570 0 72,567
SPX TECHNOLOGIES INC COM 78473E103   81,800,322 809,824 SH   SOLE   655,335 0 154,489
STAAR SURGICAL CO COM PAR $0.01 852312305   8,895,630 285,025 SH   SOLE   229,553 0 55,472
STEVANATO GROUP S P A ORD SHS T9224W109   21,640,970 793,000 SH   SOLE   647,867 0 145,133
STRYKER CORPORATION COM 863667101   4,368,223 14,587 SH   SOLE   14,587 0 0
SUNCOR ENERGY INC NEW COM 867224107   657,771,527 20,530,994 SH   SOLE   20,001,874 0 529,120
SYNOPSYS INC COM 871607107   315,524,490 612,776 SH   SOLE   583,141 0 29,635
SYSCO CORP COM 871829107   43,674,406 597,216 SH   SOLE   441,972 0 155,244
T-MOBILE US INC COM 872590104   6,082,439 37,937 SH   SOLE   37,937 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   371,661,680 3,573,670 SH   SOLE   3,105,322 0 468,348
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   37,169,600 357,400 SH Call SOLE   357,400 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   128,619,330 799,126 SH   SOLE   739,883 0 59,243
TARSUS PHARMACEUTICALS INC COM 87650L103   7,897,723 390,011 SH   SOLE   313,130 0 76,881
TELEFONICA BRASIL SA NEW ADR 87936R205   198,765,140 18,168,660 SH   SOLE   17,701,156 0 467,504
TEXAS INSTRS INC COM 882508104   89,913,218 527,474 SH   SOLE   527,474 0 0
THE CIGNA GROUP COM 125523100   120,197,433 401,394 SH   SOLE   401,394 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   40,334,732 75,990 SH   SOLE   75,990 0 0
TRADEWEB MKTS INC CL A 892672106   248,784,909 2,737,510 SH   SOLE   2,455,909 0 281,601
TRANE TECHNOLOGIES PLC SHS G8994E103   1,942,176 7,963 SH   SOLE   7,963 0 0
TRANSDIGM GROUP INC COM 893641100   92,481,484 91,421 SH   SOLE   91,421 0 0
TREX CO INC COM 89531P105   339,637,862 4,102,402 SH   SOLE   3,611,561 0 490,841
TWIST BIOSCIENCE CORP COM 90184D100   137,241,022 3,723,305 SH   SOLE   3,162,035 0 561,270
TYLER TECHNOLOGIES INC COM 902252105   368,917,729 882,325 SH   SOLE   779,698 0 102,627
TYSON FOODS INC CL A 902494103   54,830,053 1,020,094 SH   SOLE   749,720 0 270,374
U HAUL HOLDING COMPANY COM 023586100   11,226,863 156,363 SH   SOLE   116,366 0 39,997
U HAUL HOLDING COMPANY COM SER N 023586506   96,392,421 1,368,433 SH   SOLE   1,008,460 0 359,973
UIPATH INC CL A 90364P105   48,267,126 1,943,121 SH   SOLE   1,561,947 0 381,174
UNION PAC CORP COM 907818108   3,276,325 13,339 SH   SOLE   13,339 0 0
UNITED PARCEL SERVICE INC CL B 911312106   85,865,661 546,115 SH   SOLE   546,115 0 0
UNITY SOFTWARE INC COM 91332U101   90,668,341 2,217,372 SH   SOLE   2,217,372 0 0
US BANCORP DEL COM NEW 902973304   137,987,633 3,188,254 SH   SOLE   3,188,254 0 0
VAIL RESORTS INC COM 91879Q109   46,616,511 218,375 SH   SOLE   162,303 0 56,072
VALMONT INDS INC COM 920253101   61,602,040 263,809 SH   SOLE   214,931 0 48,878
VEEVA SYS INC CL A COM 922475108   1,267,042,080 6,581,353 SH   SOLE   5,774,441 0 806,912
VERACYTE INC COM 92337F107   88,519,697 3,217,728 SH   SOLE   2,618,792 0 598,936
VERISK ANALYTICS INC COM 92345Y106   176,257,183 737,910 SH   SOLE   708,256 0 29,654
VERTEX PHARMACEUTICALS INC COM 92532F100   234,574,933 576,507 SH   SOLE   490,041 0 86,466
VISA INC COM CL A 92826C839   394,283,673 1,514,437 SH   SOLE   1,514,437 0 0
VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS 92837L109   11,309,530 383,244 SH   SOLE   212,207 0 171,037
VONTIER CORPORATION COM 928881101   88,292,076 2,555,487 SH   SOLE   1,885,975 0 669,512
VTEX SHS CL A G9470A102   316,129 45,949 SH   SOLE   27,103 0 18,846
WAFD INC COM 938824109   56,066,344 1,701,042 SH   SOLE   1,263,018 0 438,024
WARNER BROS DISCOVERY INC COM SER A 934423104   96,783,668 8,504,716 SH   SOLE   7,498,430 0 1,006,286
WATERS CORP COM 941848103   65,621,794 199,319 SH   SOLE   147,222 0 52,097
WESCO INTL INC COM 95082P105   169,628,112 975,547 SH   SOLE   866,115 0 109,432
WEST PHARMACEUTICAL SVSC INC COM 955306105   690,529,504 1,961,063 SH   SOLE   1,745,357 0 215,706
WILLIS TOWERS WATSON PLC LTD SHS G96629103   1,090,648,512 4,521,760 SH   SOLE   4,406,616 0 115,144
WINGSTOP INC COM 974155103   237,111,736 924,124 SH   SOLE   792,548 0 131,576
WNS HLDGS LTD SPON ADR 92932M101   121,362,391 1,920,291 SH   SOLE   1,540,256 0 380,035
WOLFSPEED INC COM 977852102   114,260,784 2,626,081 SH   SOLE   2,107,004 0 519,077
WORKDAY INC CL A 98138H101   417,337,570 1,511,764 SH   SOLE   1,291,387 0 220,377
WORKIVA INC COM CL A 98139A105   129,451,664 1,275,009 SH   SOLE   937,866 0 337,143
XYLEM INC COM 98419M100   187,206,748 1,636,995 SH   SOLE   1,457,633 0 179,362
YANDEX N V SHS CLASS A N97284108   0 60,616 SH   SOLE   0 0 60,616
ZSCALER INC COM 98980G102   142,877,176 644,869 SH   SOLE   613,842 0 31,027