0001644956-23-000003.txt : 20230512 0001644956-23-000003.hdr.sgml : 20230512 20230512094040 ACCESSION NUMBER: 0001644956-23-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230512 DATE AS OF CHANGE: 20230512 EFFECTIVENESS DATE: 20230512 FILER: COMPANY DATA: COMPANY CONFORMED NAME: WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CENTRAL INDEX KEY: 0001644956 IRS NUMBER: 472614791 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17022 FILM NUMBER: 23913588 BUSINESS ADDRESS: STREET 1: 150 NORTH RIVERSIDE PLAZA CITY: CHICAGO STATE: IL ZIP: 60606 BUSINESS PHONE: 312-236-1600 MAIL ADDRESS: STREET 1: 150 NORTH RIVERSIDE PLAZA CITY: CHICAGO STATE: IL ZIP: 60606 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001644956 XXXXXXXX 03-31-2023 03-31-2023 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
150 NORTH RIVERSIDE PLAZA CHICAGO IL 60606
13F HOLDINGS REPORT 028-17022 000173961 801-80640 N
Stephanie Braming Partner, Global Head of Investment Management 312-236-1600 /s/ Stephanie Braming Chicago IL 05-12-2023 0 393 28699363743 false
INFORMATION TABLE 2 WBIMInfoTable1Q23.xml ABBOTT LABS COM 002824100 9591043 94717 SH SOLE 94717 0 0 ABCAM PLC ADS 000380204 24914271 1850889 SH SOLE 1588162 0 262727 ABM INDS INC COM 000957100 39816121 885984 SH SOLE 596552 0 289432 ACADIA HEALTHCARE COMPANY IN COM 00404A109 183824375 2544282 SH SOLE 2191442 0 352840 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 195959339 685628 SH SOLE 680205 0 5423 ACV AUCTIONS INC COM CL A 00091G104 50449246 3907765 SH SOLE 2856488 0 1051277 ADIENT PLC ORD SHS G0084W101 25527828 623238 SH SOLE 419539 0 203699 ADOBE SYSTEMS INCORPORATED COM 00724F101 114079540 296026 SH SOLE 293618 0 2408 ADT INC DEL COM 00090Q103 12149682 1680454 SH SOLE 1163996 0 516458 ADVANCE AUTO PARTS INC COM 00751Y106 234829 1931 SH SOLE 1931 0 0 ADVANCED DRAIN SYS INC DEL COM 00790R104 129382097 1536422 SH SOLE 1385861 0 150561 ADVANCED ENERGY INDS COM 007973100 30307480 309260 SH SOLE 207898 0 101362 ADVANCED MICRO DEVICES INC COM 007903107 188140290 1919603 SH SOLE 1905064 0 14539 AGCO CORP COM 001084102 21611044 159845 SH SOLE 111564 0 48281 AGILENT TECHNOLOGIES INC COM 00846U101 809981 5855 SH SOLE 5855 0 0 AGREE RLTY CORP COM 008492100 29336401 427582 SH SOLE 301707 0 125875 ALARM COM HLDGS INC COM 011642105 127321832 2532256 SH SOLE 2161412 0 370844 ALASKA AIR GROUP INC COM 011659109 238459 5683 SH SOLE 5683 0 0 ALBANY INTL CORP CL A 012348108 73409866 821507 SH SOLE 576163 0 245344 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 2671496 26145 SH SOLE 26145 0 0 ALIGN TECHNOLOGY INC COM 016255101 487844 1460 SH SOLE 1460 0 0 ALIGNMENT HEALTHCARE INC COM 01625V104 3509467 551803 SH SOLE 403663 0 148140 ALPHABET INC CAP STK CL C 02079K107 173784 1671 SH SOLE 1671 0 0 ALPHABET INC CAP STK CL A 02079K305 533944781 5147448 SH SOLE 4834978 0 312470 AMAZON COM INC COM 023135106 464713692 4499116 SH SOLE 4254969 0 244147 AMBARELLA INC SHS G037AX101 109453531 1413763 SH SOLE 1201416 0 212347 AMER SOFTWARE INC CL A 029683109 13954705 1106638 SH SOLE 806984 0 299654 AMERICOLD REALTY TRUST INC COM 03064D108 34543080 1214168 SH SOLE 865989 0 348179 AMERIS BANCORP COM 03076K108 31256549 854471 SH SOLE 575173 0 279298 AMICUS THERAPEUTICS INC COM 03152W109 25297310 2281092 SH SOLE 1665947 0 615145 ANI PHARMACEUTICALS INC COM 00182C103 21017044 529130 SH SOLE 355624 0 173506 AON PLC SHS CL A G0403H108 5909165 18742 SH SOLE 18742 0 0 APOLLO GLOBAL MGMT INC COM 03769M106 129319847 2047496 SH SOLE 2031757 0 15739 APTIV PLC SHS G6095L109 2848280 25388 SH SOLE 25388 0 0 ARCH CAP GROUP LTD ORD G0450A105 282950 4169 SH SOLE 4169 0 0 ARDAGH METAL PACKAGING S A SHS L02235106 10150261 2487809 SH SOLE 1822094 0 665715 ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 105491523 1264280 SH SOLE 1145625 0 118655 ARGO GROUP INTL HLDGS LTD COM G0464B107 25365638 866017 SH SOLE 582062 0 283955 ARMSTRONG WORLD INDS INC NEW COM 04247X102 34348010 482145 SH SOLE 324848 0 157297 ASML HOLDING N V N Y REGISTRY SHS N07059210 4400790 6465 SH SOLE 6465 0 0 ASTEC INDS INC COM 046224101 14283225 346260 SH SOLE 218224 0 128036 ASTRAZENECA PLC SPONSORED ADR 046353108 4213187 60700 SH SOLE 60700 0 0 ATLANTIC UN BANKSHARES CORP COM 04911A107 35097563 1001357 SH SOLE 673450 0 327907 AUDIOCODES LTD ORD M15342104 22792953 1511469 SH SOLE 1015894 0 495575 AUTODESK INC COM 052769106 32933410 158212 SH SOLE 96413 0 61799 AVANTOR INC COM 05352A100 13005603 615213 SH SOLE 424437 0 190776 AXOGEN INC COM 05463X106 15012157 1588588 SH SOLE 1163873 0 424715 AXON ENTERPRISE INC COM 05464C101 316374068 1407045 SH SOLE 1219227 0 187818 AZENTA INC COM 114340102 10659941 238905 SH SOLE 174545 0 64360 BANC OF CALIFORNIA INC COM 05990K106 24500623 1955357 SH SOLE 1319770 0 635587 BELDEN INC COM 077454106 35958095 414407 SH SOLE 278335 0 136072 BERRY GLOBAL GROUP INC COM 08579W103 20191509 342810 SH SOLE 237685 0 105125 BLACKROCK INC COM 09247X101 33136830 49523 SH SOLE 29336 0 20187 BLOOMIN BRANDS INC COM 094235108 43848213 1709482 SH SOLE 1149308 0 560174 BLUEPRINT MEDICINES CORP COM 09627Y109 48699381 1082449 SH SOLE 936452 0 145997 BOOT BARN HLDGS INC COM 099406100 34211866 446397 SH SOLE 320014 0 126383 BRADY CORP CL A 104674106 39571500 736488 SH SOLE 495958 0 240530 BRANDYWINE RLTY TR SH BEN INT NEW 105368203 8219860 1737814 SH SOLE 1169042 0 568772 BRIGHT HORIZONS FAM SOL IN D COM 109194100 33183229 431007 SH SOLE 318793 0 112214 BRIGHTSPHERE INVT GROUP INC COM 10948W103 30611627 1298203 SH SOLE 872382 0 425821 BRINKS CO COM 109696104 286655366 4291248 SH SOLE 3654948 0 636300 BRUNSWICK CORP COM 117043109 227796 2778 SH SOLE 2778 0 0 BUILDERS FIRSTSOURCE INC COM 12008R107 365662092 4118744 SH SOLE 3550145 0 568599 BURLINGTON STORES INC COM 122017106 90030498 445475 SH SOLE 393063 0 52412 BWX TECHNOLOGIES INC COM 05605H100 400422578 6351881 SH SOLE 5421319 0 930562 CADENCE DESIGN SYSTEM INC COM 127387108 1425461 6785 SH SOLE 6785 0 0 CAMDEN PPTY TR SH BEN INT 133131102 204228 1948 SH SOLE 1948 0 0 CAMECO CORP COM 13321L108 267992132 10240433 SH SOLE 8672183 0 1568250 CANADIAN NATL RY CO COM 136375102 118184251 1001661 SH SOLE 889713 0 111948 CANADIAN PAC RY LTD COM 13645T100 415800610 5404219 SH SOLE 4456687 0 947532 CARETRUST REIT INC COM 14174T107 27089654 1383537 SH SOLE 929167 0 454370 CARLYLE GROUP INC COM 14316J108 139402001 4488152 SH SOLE 4049097 0 439055 CARTERS INC COM 146229109 35397442 492178 SH SOLE 330863 0 161315 CASELLA WASTE SYS INC CL A 147448104 242845409 2937883 SH SOLE 2428894 0 508989 CAVCO INDS INC DEL COM 149568107 13854735 43604 SH SOLE 30241 0 13363 CBIZ INC COM 124805102 36516889 737864 SH SOLE 495673 0 242191 CENTRAL GARDEN & PET CO CL A NON-VTG 153527205 32758671 838461 SH SOLE 563460 0 275001 CERTARA INC COM 15687V109 169415810 7026786 SH SOLE 5910283 0 1116503 CF INDS HLDGS INC COM 125269100 120289834 1659399 SH SOLE 1420878 0 238521 CHAMPIONX CORPORATION COM 15872M104 21525023 793403 SH SOLE 579447 0 213956 CHARLES RIV LABS INTL INC COM 159864107 140461675 695975 SH SOLE 583677 0 112298 CHART INDS INC COM 16115Q308 223553590 1782724 SH SOLE 1514405 0 268319 CHECK POINT SOFTWARE TECH LT ORD M22465104 263120 2024 SH SOLE 2024 0 0 CHEESECAKE FACTORY INC COM 163072101 28901319 824574 SH SOLE 602289 0 222285 CHEMED CORP NEW COM 16359R103 301538473 560741 SH SOLE 489602 0 71139 CHIPOTLE MEXICAN GRILL INC COM 169656105 134111015 78506 SH SOLE 77875 0 631 CLARIVATE PLC ORD SHS G21810109 524009 55805 SH SOLE 55805 0 0 COCA COLA CO COM 191216100 14815866 238850 SH SOLE 238850 0 0 COGNEX CORP COM 192422103 114309670 2306956 SH SOLE 2004017 0 302939 COGNYTE SOFTWARE LTD ORD SHS M25133105 10098729 2978976 SH SOLE 2002803 0 976173 COLLIERS INTL GROUP INC SUB VTG SHS 194693107 19658688 186250 SH SOLE 136483 0 49767 COLUMBIA BKG SYS INC COM 197236102 21092103 984692 SH SOLE 682066 0 302626 COMPASS DIVERSIFIED SH BEN INT 20451Q104 35525166 1861906 SH SOLE 1249582 0 612324 CONDUENT INC COM 206787103 23701255 6909987 SH SOLE 4640386 0 2269601 CONNECTONE BANCORP INC COM 20786W107 19936251 1127616 SH SOLE 757596 0 370020 COPART INC COM 217204106 234503050 3117977 SH SOLE 3094721 0 23256 COSTAR GROUP INC COM 22160N109 171807464 2495388 SH SOLE 2304582 0 190806 COSTCO WHSL CORP NEW COM 22160K105 179619996 361503 SH SOLE 358501 0 3002 CRACKER BARREL OLD CTRY STOR COM 22410J106 37796992 332720 SH SOLE 223716 0 109004 CREDICORP LTD COM G2519Y108 105307110 795431 SH SOLE 682985 0 112446 CROWN HLDGS INC COM 228368106 236989046 2865301 SH SOLE 2496900 0 368401 CSG SYS INTL INC COM 126349109 35724462 665260 SH SOLE 447514 0 217746 DARLING INGREDIENTS INC COM 237266101 1268565 21722 SH SOLE 21722 0 0 DELUXE CORP COM 248019101 22285936 1392871 SH SOLE 936374 0 456497 DENBURY INC COM 24790A101 179579546 2049293 SH SOLE 1750737 0 298556 DESIGNER BRANDS INC CL A 250565108 24734908 2830081 SH SOLE 1901438 0 928643 DEXCOM INC COM 252131107 947448 8155 SH SOLE 8155 0 0 DIAGEO PLC SPON ADR NEW 25243Q205 3473583 19172 SH SOLE 19172 0 0 DIME CMNTY BANCSHARES INC COM 25432X102 25748849 1133312 SH SOLE 761147 0 372165 DONNELLEY FINL SOLUTIONS INC COM 25787G100 20519974 502202 SH SOLE 366883 0 135319 DOUGLAS DYNAMICS INC COM 25960R105 33457362 1049149 SH SOLE 752916 0 296233 DRIL-QUIP INC COM 262037104 35362347 1232567 SH SOLE 828167 0 404400 DUCOMMUN INC DEL COM 264147109 25141762 459546 SH SOLE 335619 0 123927 DXC TECHNOLOGY CO COM 23355L106 214065 8375 SH SOLE 8375 0 0 DYNATRACE INC COM NEW 268150109 197972756 4680207 SH SOLE 4108912 0 571295 EAGLE MATLS INC COM 26969P108 22534637 153558 SH SOLE 106368 0 47190 EARTHSTONE ENERGY INC CL A 27032D304 32401691 2490522 SH SOLE 1673794 0 816728 EAST WEST BANCORP INC COM 27579R104 28476107 513083 SH SOLE 359403 0 153680 EASTERN BANKSHARES INC COM 27627N105 25440696 2015903 SH SOLE 1356983 0 658920 EDGEWELL PERS CARE CO COM 28035Q102 27879527 657226 SH SOLE 442058 0 215168 EL POLLO LOCO HLDGS INC COM 268603107 14662352 1528921 SH SOLE 1027520 0 501401 ELME COMMUNITIES SH BEN INT 939653101 32115102 1798158 SH SOLE 1208571 0 589587 EMPIRE ST RLTY TR INC CL A 292104106 26301192 4052572 SH SOLE 2726940 0 1325632 ENCOMPASS HEALTH CORP COM 29261A100 287136724 5307518 SH SOLE 4522681 0 784837 ENERGY RECOVERY INC COM 29270J100 59394802 2576781 SH SOLE 1903303 0 673478 ENPHASE ENERGY INC COM 29355A107 13947662 66329 SH SOLE 43803 0 22526 ENTEGRIS INC COM 29362U104 131696005 1605853 SH SOLE 1402679 0 203174 ENTERGY CORP NEW COM 29364G103 212571 1973 SH SOLE 1973 0 0 ENTERPRISE FINL SVCS CORP COM 293712105 33677623 755273 SH SOLE 507311 0 247962 EQUINOR ASA SPONSORED ADR 29446M102 2443160 85936 SH SOLE 85936 0 0 EQUITY LIFESTYLE PPTYS INC COM 29472R108 35693222 531703 SH SOLE 374948 0 156755 ETSY INC COM 29786A106 2583969 23210 SH SOLE 23210 0 0 EURONET WORLDWIDE INC COM 298736109 287293962 2567417 SH SOLE 2208122 0 359295 EXPRO GROUP HOLDINGS NV COM N3144W105 34822990 1896677 SH SOLE 1278554 0 618123 F5 INC COM 315616102 247527 1699 SH SOLE 1699 0 0 FEDERAL SIGNAL CORP COM 313855108 30509280 562798 SH SOLE 371984 0 190814 FERGUSON PLC NEW SHS G3421J106 4624083 35196 SH SOLE 35196 0 0 FERRARI N V COM N3167Y103 203140245 749761 SH SOLE 626576 0 123185 FIRST BANCORP N C COM 318910106 28130490 791962 SH SOLE 533281 0 258681 FIRST MERCHANTS CORP COM 320817109 29389126 891931 SH SOLE 599644 0 292287 FIRSTSERVICE CORP NEW COM 33767E202 133966442 950184 SH SOLE 820747 0 129437 FIVE BELOW INC COM 33829M101 116065537 563507 SH SOLE 507945 0 55562 FLOWSERVE CORP COM 34354P105 214472 6308 SH SOLE 6308 0 0 FOUR CORNERS PPTY TR INC COM 35086T109 32096975 1194973 SH SOLE 804066 0 390907 FOX FACTORY HLDG CORP COM 35138V102 166885813 1375017 SH SOLE 1173505 0 201512 FRESHPET INC COM 358039105 134015356 2024707 SH SOLE 1825724 0 198983 GENPACT LIMITED SHS G3922B107 92629872 2004108 SH SOLE 1807735 0 196373 GLOBANT S A COM L44385109 150790794 919400 SH SOLE 811019 0 108381 GLOBUS MED INC CL A 379577208 105537992 1863312 SH SOLE 1510745 0 352567 GOGO INC COM 38046C109 19216966 1325308 SH SOLE 969958 0 355350 GOLDEN ENTMT INC COM 381013101 18990984 436474 SH SOLE 318873 0 117601 GOOSEHEAD INS INC COM CL A 38267D109 38583839 739154 SH SOLE 525908 0 213246 GRAFTECH INTL LTD COM 384313508 23765215 4889962 SH SOLE 3292534 0 1597428 GRAND CANYON ED INC COM 38526M106 54978049 482687 SH SOLE 343686 0 139001 GRANITE CONSTR INC COM 387328107 46135675 1123069 SH SOLE 754908 0 368161 GREAT LAKES DREDGE & DOCK CO COM 390607109 14317422 2636726 SH SOLE 1772400 0 864326 GREEN PLAINS INC COM 393222104 46638648 1504958 SH SOLE 1109351 0 395607 GREIF INC CL A 397624107 31323791 494300 SH SOLE 332137 0 162163 GRUPO AEROPORTUARIO DEL SURE SPON ADR SER B 40051E202 55409577 180798 SH SOLE 146284 0 34514 GUIDEWIRE SOFTWARE INC COM 40171V100 258079660 3145395 SH SOLE 2876777 0 268618 GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101 22034116 436665 SH SOLE 302461 0 134204 HANCOCK WHITNEY CORPORATION COM 410120109 23607875 648568 SH SOLE 435091 0 213477 HANNON ARMSTRONG SUST INFR C COM 41068X100 22231323 777319 SH SOLE 552372 0 224947 HDFC BANK LTD SPONSORED ADS 40415F101 178787723 2681321 SH SOLE 1839813 0 841508 HEALTHCARE RLTY TR CL A COM 42226K105 34067463 1762414 SH SOLE 1239157 0 523257 HEALTHEQUITY INC COM 42226A107 168507622 2870169 SH SOLE 2567097 0 303072 HEICO CORP NEW CL A 422806208 180251780 1326356 SH SOLE 1196268 0 130088 HESS CORP COM 42809H107 888663 6715 SH SOLE 6715 0 0 HEWLETT PACKARD ENTERPRISE C COM 42824C109 180439 11327 SH SOLE 11327 0 0 HILLENBRAND INC COM 431571108 40866056 859795 SH SOLE 577179 0 282616 HOST HOTELS & RESORTS INC COM 44107P104 198836 12058 SH SOLE 12058 0 0 HUB GROUP INC CL A 443320106 38036739 453142 SH SOLE 304727 0 148415 HUMANA INC COM 444859102 6684299 13769 SH SOLE 13769 0 0 HUNTINGTON BANCSHARES INC COM 446150104 122483 10936 SH SOLE 10936 0 0 HUNTSMAN CORP COM 447011107 252150 9216 SH SOLE 9216 0 0 ICICI BANK LIMITED ADR 45104G104 18666700 865000 SH SOLE 0 0 865000 ICON PLC SHS G4705A100 287838797 1347623 SH SOLE 1155663 0 191960 IDACORP INC COM 451107106 39038557 360367 SH SOLE 249619 0 110748 IDEXX LABS INC COM 45168D104 37666026 75320 SH SOLE 47331 0 27989 INFOSYS LTD SPONSORED ADR 456788108 82588694 4735532 SH SOLE 4258663 0 476869 INGREDION INC COM 457187102 293898 2889 SH SOLE 2889 0 0 INMODE LTD SHS M5425M103 48049910 1503439 SH SOLE 1271672 0 231767 INSMED INC COM PAR $.01 457669307 63198860 3706678 SH SOLE 3195885 0 510793 INSPIRE MED SYS INC COM 457730109 195844028 836690 SH SOLE 730135 0 106555 INSULET CORP COM 45784P101 153252306 480475 SH SOLE 433414 0 47061 INTEGER HLDGS CORP COM 45826H109 46454353 599411 SH SOLE 401324 0 198087 INTER PARFUMS INC COM 458334109 37495744 263609 SH SOLE 182599 0 81010 INTERCONTINENTAL EXCHANGE IN COM 45866F104 36893735 353761 SH SOLE 223264 0 130497 INTUIT COM 461202103 175945026 394646 SH SOLE 391437 0 3209 INTUITIVE SURGICAL INC COM NEW 46120E602 111577033 436752 SH SOLE 390748 0 46004 INVESCO LTD SHS G491BT108 256922 15666 SH SOLE 15666 0 0 ISHARES INC MSCI STH KOR ETF 464286772 2102907 34350 SH SOLE 34350 0 0 ISHARES TR MSCI EAFE ETF 464287465 63081 882 SH SOLE 882 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 6298565 27769 SH SOLE 27769 0 0 ISHARES TR MSCI INDIA SM CP 46429B614 11353980 228262 SH SOLE 0 0 228262 ISHARES TR MSCI CHINA A 46434V514 6576602 201304 SH SOLE 201304 0 0 ITAU UNIBANCO HLDG S A SPON ADR REP PFD 465562106 41664268 8555182 SH SOLE 6598023 0 1957159 ITT INC COM 45073V108 271068 3141 SH SOLE 3141 0 0 JABIL INC COM 466313103 332187 3768 SH SOLE 3768 0 0 JFROG LTD ORD SHS M6191J100 11501412 583828 SH SOLE 413666 0 170162 JOHNSON CTLS INTL PLC SHS G51502105 966772 16054 SH SOLE 16054 0 0 KAISER ALUMINUM CORP COM PAR $0.01 483007704 34224497 458589 SH SOLE 308245 0 150344 KAR AUCTION SVCS INC COM 48238T109 21602840 1579155 SH SOLE 1070080 0 509075 KITE RLTY GROUP TR COM NEW 49803T300 44436779 2124129 SH SOLE 1424721 0 699408 KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 311020 5497 SH SOLE 5497 0 0 KNOWLES CORP COM 49926D109 41195046 2423238 SH SOLE 1628019 0 795219 KORN FERRY COM NEW 500643200 3539585 68411 SH SOLE 52374 0 16037 KORNIT DIGITAL LTD SHS M6372Q113 1622949 83830 SH SOLE 83830 0 0 KOSMOS ENERGY LTD COM 500688106 113237522 15220097 SH SOLE 13537829 0 1682268 KULICKE & SOFFA INDS INC COM 501242101 40516081 768952 SH SOLE 517394 0 251558 LA Z BOY INC COM 505336107 38109573 1310508 SH SOLE 880982 0 429526 LAM RESEARCH CORP COM 512807108 61974209 116906 SH SOLE 115989 0 917 LANCASTER COLONY CORP COM 513847103 235930166 1162905 SH SOLE 1016100 0 146805 LANTHEUS HLDGS INC COM 516544103 41795752 506247 SH SOLE 340264 0 165983 LAUDER ESTEE COS INC CL A 518439104 141745554 575126 SH SOLE 520016 0 55110 LESLIES INC COM 527064109 44069011 4002635 SH SOLE 3606136 0 396499 LIGAND PHARMACEUTICALS INC COM NEW 53220K504 11236584 152754 SH SOLE 111720 0 41034 LINCOLN ELEC HLDGS INC COM 533900106 129287434 764562 SH SOLE 650790 0 113772 LINDE PLC SHS G54950103 481413623 1354416 SH SOLE 1237558 0 116858 LIVE NATION ENTERTAINMENT IN COM 538034109 174871410 2498163 SH SOLE 2335656 0 162507 LKQ CORP COM 501889208 315359 5556 SH SOLE 5556 0 0 LULULEMON ATHLETICA INC COM 550021109 206771422 567757 SH SOLE 503820 0 63937 LUXFER HLDGS PLC SHS G5698W116 26291888 1555733 SH SOLE 1135175 0 420558 MADDEN STEVEN LTD COM 556269108 40995000 1138750 SH SOLE 764974 0 373776 MARRIOTT INTL INC NEW CL A 571903202 99049502 596540 SH SOLE 591695 0 4845 MARTEN TRANS LTD COM 573075108 34158766 1630490 SH SOLE 1096773 0 533717 MARTIN MARIETTA MATLS INC COM 573284106 149415639 420818 SH SOLE 379569 0 41249 MASTERCARD INCORPORATED CL A 57636Q104 455246251 1252707 SH SOLE 1154896 0 97811 MAXIMUS INC COM 577933104 37220299 472939 SH SOLE 318630 0 154309 MERCADOLIBRE INC COM 58733R102 482616895 366157 SH SOLE 303083 0 63074 MERCURY SYS INC COM 589378108 273408061 5348358 SH SOLE 4563462 0 784896 MERIT MED SYS INC COM 589889104 251121776 3395832 SH SOLE 2855041 0 540791 META PLATFORMS INC CL A 30303M102 44086487 208014 SH SOLE 120700 0 87314 METHODE ELECTRS INC COM 591520200 45184070 1029719 SH SOLE 674886 0 354833 METTLER TOLEDO INTERNATIONAL COM 592688105 771226 504 SH SOLE 504 0 0 MGIC INVT CORP WIS COM 552848103 34104675 2541332 SH SOLE 1708667 0 832665 MICROSOFT CORP COM 594918104 969597298 3363154 SH SOLE 3185600 0 177554 MILLERKNOLL INC COM 600544100 24792721 1212358 SH SOLE 815791 0 396567 MINERALS TECHNOLOGIES INC COM 603158106 36048324 596629 SH SOLE 401397 0 195232 MKS INSTRS INC COM 55306N104 79496305 897047 SH SOLE 782116 0 114931 MODIVCARE INC COM 60783X104 23411151 278439 SH SOLE 187138 0 91301 MOLSON COORS BEVERAGE CO CL B 60871R209 298349 5773 SH SOLE 5773 0 0 MONGODB INC CL A 60937P106 89971032 385943 SH SOLE 349696 0 36247 MONSTER BEVERAGE CORP NEW COM 61174X109 88388553 1636522 SH SOLE 1623548 0 12974 MONTROSE ENVIRONMENTAL GROUP COM 615111101 17204925 482336 SH SOLE 352955 0 129381 MSC INDL DIRECT INC CL A 553530106 266532 3173 SH SOLE 3173 0 0 MUELLER WTR PRODS INC COM SER A 624758108 21721155 1558189 SH SOLE 1055533 0 502656 MYERS INDS INC COM 628464109 37434545 1746829 SH SOLE 1174228 0 572601 NATIONAL INSTRS CORP COM 636518102 204430865 3900608 SH SOLE 3531972 0 368636 NATIONAL VISION HLDGS INC COM 63845R107 163167984 8660721 SH SOLE 7275706 0 1385015 NETSCOUT SYS INC COM 64115T104 34816139 1215223 SH SOLE 818067 0 397156 NEW FORTRESS ENERGY INC COM CL A 644393100 99223804 3371519 SH SOLE 2951353 0 420166 NEXTERA ENERGY INC COM 65339F101 4456843 57821 SH SOLE 57821 0 0 NEXTGEN HEALTHCARE INC COM 65343C102 26880692 1543980 SH SOLE 1038229 0 505751 NICE LTD SPONSORED ADR 653656108 258889092 1131024 SH SOLE 995412 0 135612 NIKE INC CL B 654106103 218112174 1778475 SH SOLE 1642779 0 135696 NORTHWESTERN CORP COM NEW 668074305 34557869 597267 SH SOLE 401616 0 195651 NOVANTA INC COM 67000B104 168598809 1059770 SH SOLE 928851 0 130919 NOVO-NORDISK A S ADR 670100205 4954346 31132 SH SOLE 31132 0 0 NUVASIVE INC COM 670704105 19679919 476396 SH SOLE 319892 0 156504 NVIDIA CORPORATION COM 67066G104 12397431 44632 SH SOLE 44632 0 0 NVR INC COM 62944T105 1415336 254 SH SOLE 0 0 254 OLD DOMINION FREIGHT LINE IN COM 679580100 24719080 72524 SH SOLE 41458 0 31066 OLD NATL BANCORP IND COM 680033107 32460790 2251095 SH SOLE 1515746 0 735349 OMNIAB INC COM 68218J103 10115838 2748869 SH SOLE 2009430 0 739439 OREILLY AUTOMOTIVE INC COM 67103H107 116915583 137713 SH SOLE 136596 0 1117 ORION ENGINEERED CARBONS S A COM L72967109 77625760 2975307 SH SOLE 2032085 0 943222 OVERSTOCK COM INC DEL COM 690370101 10890706 537282 SH SOLE 392129 0 145153 OWENS & MINOR INC NEW COM 690732102 13898567 955228 SH SOLE 641780 0 313448 OXFORD INDS INC COM 691497309 27213711 257730 SH SOLE 173039 0 84691 PACIFIC PREMIER BANCORP COM 69478X105 21993577 915636 SH SOLE 615427 0 300209 PAGERDUTY INC COM 69553P100 170530578 4875088 SH SOLE 4284265 0 590823 PALO ALTO NETWORKS INC COM 697435105 133132502 666529 SH SOLE 661569 0 4960 PATRIA INVESTMENTS LIMITED COM CL A G69451105 15716120 1061900 SH SOLE 816745 0 245155 PAYPAL HLDGS INC COM 70450Y103 150779402 1985507 SH SOLE 1970357 0 15150 PBF ENERGY INC CL A 69318G106 33235136 766493 SH SOLE 516112 0 250381 PDF SOLUTIONS INC COM 693282105 33280481 784917 SH SOLE 573994 0 210923 PEBBLEBROOK HOTEL TR COM 70509V100 32096507 2286076 SH SOLE 1560457 0 725619 PENUMBRA INC COM 70975L107 262172601 940732 SH SOLE 815059 0 125673 PERFORMANCE FOOD GROUP CO COM 71377A103 243201034 4030511 SH SOLE 3467356 0 563155 PGT INNOVATIONS INC COM 69336V101 43610521 1736779 SH SOLE 1166570 0 570209 PIONEER NAT RES CO COM 723787107 90293483 442095 SH SOLE 438503 0 3592 PLANET FITNESS INC CL A 72703H101 144455637 1859864 SH SOLE 1676634 0 183230 PLEXUS CORP COM 729132100 23500905 240862 SH SOLE 161700 0 79162 POOL CORP COM 73278L105 183757071 536611 SH SOLE 467741 0 68870 POWER INTEGRATIONS INC COM 739276103 18077157 213577 SH SOLE 171427 0 42150 PRA GROUP INC COM 69354N106 44788494 1149602 SH SOLE 772456 0 377146 PRIMO WATER CORPORATION COM 74167P108 32189503 2097036 SH SOLE 1455020 0 642016 PROGRESS SOFTWARE CORP COM 743312100 41493607 722256 SH SOLE 485632 0 236624 PROLOGIS INC. COM 74340W103 15486078 124117 SH SOLE 78959 0 45158 PROS HOLDINGS INC COM 74346Y103 21355313 779391 SH SOLE 567647 0 211744 PURE STORAGE INC CL A 74624M102 92705636 3634090 SH SOLE 3293803 0 340287 QUINSTREET INC COM 74874Q100 22318695 1406345 SH SOLE 1028295 0 378050 RALPH LAUREN CORP CL A 751212101 292608 2508 SH SOLE 2508 0 0 RENTOKIL INITIAL PLC SPONSORED ADR 760125104 4408729 120754 SH SOLE 120754 0 0 REPLIGEN CORP COM 759916109 153437916 911368 SH SOLE 803118 0 108250 REVOLVE GROUP INC CL A 76156B107 147707112 5616240 SH SOLE 4897138 0 719102 ROPER TECHNOLOGIES INC COM 776696106 30656159 69564 SH SOLE 39676 0 29888 RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 28257117 299495 SH SOLE 177684 0 121811 SALESFORCE INC COM 79466L302 209293524 1047620 SH SOLE 952391 0 95229 SBA COMMUNICATIONS CORP NEW CL A 78410G104 8618965 33014 SH SOLE 33014 0 0 SEACOAST BKG CORP FLA COM NEW 811707801 24137004 1018439 SH SOLE 687187 0 331252 SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 79540245 3490138 SH SOLE 2929919 0 560219 SHOPIFY INC CL A 82509L107 5291330 110374 SH SOLE 0 0 110374 SIGNET JEWELERS LIMITED SHS G81276100 38920412 500391 SH SOLE 356633 0 143758 SIMMONS 1ST NATL CORP CL A $1 PAR 828730200 24536616 1402894 SH SOLE 943124 0 459770 SITEONE LANDSCAPE SUPPLY INC COM 82982L103 78199443 571341 SH SOLE 515336 0 56005 SITIME CORP COM 82982T106 19276574 135531 SH SOLE 99046 0 36485 SKYLINE CHAMPION CORPORATION COM 830830105 64690653 859905 SH SOLE 624498 0 235407 SLM CORP COM 78442P106 231495 18684 SH SOLE 18684 0 0 SM ENERGY CO COM 78454L100 28692956 1018926 SH SOLE 685561 0 333365 SNAP ON INC COM 833034101 305897 1239 SH SOLE 1239 0 0 SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105 22163628 273419 SH SOLE 210539 0 62880 SOLAREDGE TECHNOLOGIES INC COM 83417M104 138935241 457099 SH SOLE 400974 0 56125 SOTERA HEALTH CO COM 83601L102 31803915 1775763 SH SOLE 1257724 0 518039 SP PLUS CORP COM 78469C103 32203076 939139 SH SOLE 631216 0 307923 SPECTRUM BRANDS HLDGS INC NE COM 84790A105 19412724 293155 SH SOLE 197574 0 95581 SPIRE INC COM 84857L101 34929930 498003 SH SOLE 334948 0 163055 SPROUTS FMRS MKT INC COM 85208M102 19191991 547873 SH SOLE 368736 0 179137 STAG INDL INC COM 85254J102 34564615 1022017 SH SOLE 686595 0 335422 STANDARD MTR PRODS INC COM 853666105 37464647 1015027 SH SOLE 682225 0 332802 STARBUCKS CORP COM 855244109 140100667 1345440 SH SOLE 1334591 0 10849 STEM INC COM 85859N102 9025954 1591879 SH SOLE 1164308 0 427571 STERIS PLC SHS USD G8473T100 380647 1990 SH SOLE 1990 0 0 SUNSTONE HOTEL INVS INC NEW COM 867892101 25552338 2586269 SH SOLE 1749808 0 836461 SYLVAMO CORP COMMON STOCK 871332102 62894541 1359588 SH SOLE 958187 0 401401 SYNOPSYS INC COM 871607107 49751318 128806 SH SOLE 77449 0 51357 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 1041050856 11191148 SH SOLE 9255832 0 1935316 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 4930788 41331 SH SOLE 41331 0 0 TAYLOR MORRISON HOME CORP COM 87724P106 43776518 1144185 SH SOLE 770341 0 373844 TDCX INC ADS 87190U100 500723 56261 SH SOLE 39448 0 16813 TECHNIPFMC PLC COM G87110105 204362517 14971613 SH SOLE 12818382 0 2153231 TELEDYNE TECHNOLOGIES INC COM 879360105 1176557 2630 SH SOLE 2630 0 0 TENABLE HLDGS INC COM 88025T102 86620945 1823215 SH SOLE 1644582 0 178633 TENARIS S A SPONSORED ADS 88031M109 3711339 130589 SH SOLE 130589 0 0 TENNANT CO COM 880345103 10965759 160014 SH SOLE 110969 0 49045 TEREX CORP NEW COM 880779103 36609436 756706 SH SOLE 508884 0 247822 TEXAS CAP BANCSHARES INC COM 88224Q107 33497110 684173 SH SOLE 460731 0 223442 TEXAS INSTRS INC COM 882508104 90138400 484589 SH SOLE 481050 0 3539 THE BEAUTY HEALTH COMPANY COM CL A 88331L108 14974216 1185607 SH SOLE 867747 0 317860 THERMO FISHER SCIENTIFIC INC COM 883556102 51617392 89556 SH SOLE 55635 0 33921 TIMKEN CO COM 887389104 316256 3870 SH SOLE 3870 0 0 TJX COS INC NEW COM 872540109 2126612 27139 SH SOLE 27139 0 0 TOLL BROTHERS INC COM 889478103 242101 4033 SH SOLE 4033 0 0 TORONTO DOMINION BK ONT COM NEW 891160509 173750910 2901009 SH SOLE 2487138 0 413871 TRADEWEB MKTS INC CL A 892672106 63617106 805076 SH SOLE 696278 0 108798 TREACE MED CONCEPTS INC COM 89455T109 24256131 962927 SH SOLE 703858 0 259069 TREEHOUSE FOODS INC COM 89469A104 33552441 665327 SH SOLE 447253 0 218074 TREX CO INC COM 89531P105 127076543 2610983 SH SOLE 2283390 0 327593 TRI POINTE HOMES INC COM 87265H109 41737994 1648420 SH SOLE 1106751 0 541669 TRUIST FINL CORP COM 89832Q109 504373 14791 SH SOLE 14791 0 0 TWIST BIOSCIENCE CORP COM 90184D100 30982177 2054521 SH SOLE 1775125 0 279396 ULTA BEAUTY INC COM 90384S303 51007595 93477 SH SOLE 55027 0 38450 UMH PPTYS INC COM 903002103 32102908 2170582 SH SOLE 1458074 0 712508 UNITEDHEALTH GROUP INC COM 91324P102 347579075 735477 SH SOLE 688072 0 47405 UNIVERSAL ELECTRS INC COM 913483103 5832051 575153 SH SOLE 387233 0 187920 URBAN OUTFITTERS INC COM 917047102 35701586 1287936 SH SOLE 865849 0 422087 VARONIS SYS INC COM 922280102 122935277 4726462 SH SOLE 4106166 0 620296 VEEVA SYS INC CL A COM 922475108 132316118 719931 SH SOLE 714431 0 5500 VERACYTE INC COM 92337F107 13509518 605808 SH SOLE 441679 0 164129 VERADIGM INC COM 01988P108 44679690 3423731 SH SOLE 2432461 0 991270 VERICEL CORP COM 92346J108 15551211 530396 SH SOLE 387361 0 143035 VERINT SYS INC COM 92343X100 34743281 932956 SH SOLE 627406 0 305550 VERITEX HLDGS INC COM 923451108 15809289 865788 SH SOLE 583650 0 282138 VERRA MOBILITY CORP CL A COM STK 92511U102 76536334 4523424 SH SOLE 3291794 0 1231630 VERTEX INC CL A 92538J106 22794421 1101712 SH SOLE 805682 0 296030 VIATRIS INC COM 92556V106 189678 19717 SH SOLE 19717 0 0 VINCI PARTNERS INVTS LTD COM CL A G9451V109 11082792 1363197 SH SOLE 1058236 0 304961 VIRTU FINL INC CL A 928254101 116299827 6153430 SH SOLE 5278279 0 875151 VITA COCO CO INC COM 92846Q107 23470170 1196237 SH SOLE 873906 0 322331 VITAL FARMS INC COM 92847W103 21334932 1394440 SH SOLE 1018770 0 375670 VULCAN MATLS CO COM 929160109 22526000 131301 SH SOLE 77923 0 53378 WARNER MUSIC GROUP CORP COM CL A 934550203 6009603 180090 SH SOLE 180090 0 0 WASHINGTON FED INC COM 938824109 30447254 1010865 SH SOLE 679306 0 331559 WATSCO INC COM 942622200 30552587 96029 SH SOLE 55154 0 40875 WERNER ENTERPRISES INC COM 950755108 36496036 802287 SH SOLE 539345 0 262942 WEST PHARMACEUTICAL SVSC INC COM 955306105 552620 1595 SH SOLE 1595 0 0 WESTERN ALLIANCE BANCORP COM 957638109 65458034 1841813 SH SOLE 1593234 0 248579 WHIRLPOOL CORP COM 963320106 202915 1537 SH SOLE 1537 0 0 WILEY JOHN & SONS INC CL A 968223206 30126151 777048 SH SOLE 521258 0 255790 WILLIS TOWERS WATSON PLC LTD SHS G96629103 221691 954 SH SOLE 954 0 0 WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 112380408 2397193 SH SOLE 2002168 0 395025 WINMARK CORP COM 974250102 31772557 99156 SH SOLE 72464 0 26692 WINNEBAGO INDS INC COM 974637100 31000710 537274 SH SOLE 361697 0 175577 WINTRUST FINL CORP COM 97650W108 41891975 574256 SH SOLE 407204 0 167052 WISDOMTREE TR INDIA ERNGS FD 97717W422 24767195 785263 SH SOLE 0 0 785263 WNS HLDGS LTD SPON ADR 92932M101 29295866 314445 SH SOLE 275315 0 39130 WOLFSPEED INC COM 977852102 106087446 1633371 SH SOLE 1418601 0 214770 WORKDAY INC CL A 98138H101 44613053 216002 SH SOLE 136768 0 79234 WORKIVA INC COM CL A 98139A105 33903957 331061 SH SOLE 249712 0 81349 WYNDHAM HOTELS & RESORTS INC COM 98311A105 91955544 1355277 SH SOLE 1156684 0 198593 ZIPRECRUITER INC CL A 98980B103 32974377 2068656 SH SOLE 1515862 0 552794 ZOETIS INC CL A 98978V103 232885844 1399218 SH SOLE 1312982 0 86236