ABM INDS INC Equity 000957100 66110 1618356 SH SOLE 1589190 0 29166 ALPHABET INC Equity 02079K107 782808 270532 SH SOLE 265479 0 5053 AMAZON COM INC Equity 023135106 1302197 390541 SH SOLE 383806 0 6735 APPLIED MATLS INC Equity 038222105 799825 5082768 SH SOLE 4977954 0 104814 APPLOVIN CORP Equity 03831W108 914943 9706589 SH SOLE 9502368 0 204221 CARLYLE GROUP INC Equity 14316J108 911841 16609123 SH SOLE 16294329 0 314794 CERENCE INC Equity 156727109 159404 2079909 SH SOLE 2047706 0 32203 COLLIERS INTL GROUP INC Equity 194693107 62741 422069 SH SOLE 414778 0 7291 COSTAR GROUP INC Equity 22160N109 559564 7080407 SH SOLE 6924068 0 156339 CURTISS WRIGHT CORP Equity 231561101 40264 290357 SH SOLE 284690 0 5667 CUSHMAN WAKEFIELD PLC Equity G2717B108 267110 12010358 SH SOLE 11842397 0 167961 ENERSYS Equity 29275Y102 82677 1045755 SH SOLE 1027270 0 18485 HEICO CORP NEW Equity 422806208 551051 4287667 SH SOLE 4201205 0 86462 ISHARES TR Equity 464287655 209 940 SH SOLE 940 0 0 ITURAN LOCATION AND CONTROL Equity M6158M104 83707 3138609 SH SOLE 3081434 0 57175 JONES LANG LASALLE INC Equity 48020Q107 39120 145245 SH SOLE 142671 0 2574 KKR & CO INC Equity 48251W104 1013225 13600344 SH SOLE 13382365 0 217979 LAM RESEARCH CORP Equity 512807108 640331 890399 SH SOLE 870529 0 19870 LITTELFUSE INC Equity 537008104 83594 265648 SH SOLE 260895 0 4753 MASTERCARD INCORPORATED Equity 57636Q104 1429444 3978193 SH SOLE 3911129 0 67064 MEDPACE HLDGS INC Equity 58506Q109 50627 232620 SH SOLE 228838 0 3782 META PLATFORMS INC Equity 30303M102 780303 2319916 SH SOLE 2271497 0 48419 MICROSOFT CORP Equity 594918104 796869 2369378 SH SOLE 2326837 0 42541 MILLERKNOLL INC Equity 600544100 84772 2163099 SH SOLE 2124162 0 38937 NVIDIA CORPORATION Equity 67066G104 578872 1968216 SH SOLE 1934640 0 33576 PARK HOTELS & RESORTS INC Equity 700517105 92142 4880421 SH SOLE 4791872 0 88549 PORCH GROUP INC Equity 733245104 94574 6066295 SH SOLE 5962252 0 104043 PROG HOLDINGS INC Equity 74319R101 93092 2063667 SH SOLE 2029370 0 34297 QORVO INC Equity 74736K101 882141 5640650 SH SOLE 5539958 0 100692 SALESFORCE COM INC Equity 79466L302 968186 3809804 SH SOLE 3746895 0 62909 SKYWORKS SOLUTIONS INC Equity 83088M102 853155 5499257 SH SOLE 5399931 0 99326 SMARTRENT INC Equity 83193G107 87632 9052926 SH SOLE 8897002 0 155924 SPDR S&P 500 ETF TR Equity 78462F103 3643 7670 SH SOLE 7670 0 0 SPLUNK INC Equity 848637104 535507 4627610 SH SOLE 4531645 0 95965 TRANSDIGM GROUP INC Equity 893641100 1414756 2223480 SH SOLE 2188003 0 35477 UPSTART HLDGS INC Equity 91680M107 733096 4845315 SH SOLE 4746863 0 98452 VIRTUS INVT PARTNERS INC Equity 92828Q109 100708 338969 SH SOLE 333330 0 5639 VISA INC Equity 92826C839 920939 4249638 SH SOLE 4179606 0 70032 WAYFAIR INC Equity 94419L101 699258 3680883 SH SOLE 3603931 0 76952