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
ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 323,887 2,090 SH   SOLE   0 2,090 0
ACADIA HEALTHCARE COMPANY IN COM 00404A109 BBG001SNNWL7 5,407,430 69,540 SH   SOLE   0 0 69,540
ADDUS HOMECARE CORP COM 006739106 BBG001T56D18 360,815 3,886 SH   SOLE   0 3,886 0
ADOBE INC COM 00724F101 BBG001S5NCQ5 23,657,576 39,654 SH   SOLE   0 35,544 4,110
ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 9,066,157 61,503 SH   SOLE   0 3,063 58,440
AIR PRODS & CHEMS INC COM 009158106 BBG001S5NSB6 3,304,218 12,068 SH   SOLE   0 0 12,068
AIRBNB INC COM CL A 009066101 BBG001Y2XS16 17,192,576 126,286 SH   SOLE   0 10,146 116,140
ALLISON TRANSMISSION HLDGS I COM 01973R101 BBG001V0T5F3 634,765 10,916 SH   SOLE   0 10,916 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 39,202,741 280,641 SH   SOLE   0 157,161 123,480
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 16,705,983 118,541 SH   SOLE   0 12,911 105,630
AMAZON COM INC COM 023135106 BBG001S5PQL7 38,549,457 253,715 SH   SOLE   0 21,515 232,200
AMERICAN EXPRESS CO COM 025816109 BBG001S5P034 18,862,328 100,685 SH   SOLE   0 89,995 10,690
AMERICAN TOWER CORP NEW COM 03027X100 BBG001S5NPQ6 6,146,104 28,470 SH   SOLE   0 1,887 26,583
AMERIPRISE FINL INC COM 03076C106 BBG001SK6096 21,255,287 55,960 SH   SOLE   0 50,040 5,920
AMETEK INC COM 031100100 BBG001S5NN54 14,605,956 88,580 SH   SOLE   0 0 88,580
AON PLC SHS CL A G0403H108 BBG00SSQFPR9 256,680 882 SH   SOLE   0 882 0
APOLLO GLOBAL MGMT INC COM 03769M106 BBG00ZNLTFL2 748,595 8,033 SH   SOLE   0 8,033 0
APPLE INC COM 037833100 BBG001S5N8V8 88,193,757 458,078 SH   SOLE   0 193,344 264,734
APPLIED INDL TECHNOLOGIES IN COM 03820C105 BBG001S5NK14 512,889 2,970 SH   SOLE   0 2,970 0
APPLIED MATLS INC COM 038222105 BBG001S5NMM7 6,915,527 42,670 SH   SOLE   0 3,571 39,099
APPLOVIN CORP COM CL A 03831W108 BBG006HFPX86 763,327 19,155 SH   SOLE   0 19,155 0
ARCH CAP GROUP LTD ORD G0450A105 BBG001S9HZ74 22,586,992 304,120 SH   SOLE   0 273,259 30,861
ARISTA NETWORKS INC COM 040413106 BBG001T51KQ0 7,364,633 31,271 SH   SOLE   0 5,471 25,800
ARLO TECHNOLOGIES INC COM 04206A101 BBG00K88DTJ1 347,899 36,544 SH   SOLE   0 36,544 0
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 BBG001V107T3 403,408 9,131 SH   SOLE   0 9,131 0
ASGN INC COM 00191U102 BBG001S71HP5 336,884 3,503 SH   SOLE   0 3,503 0
ATKORE INC COM 047649108 BBG001T8LDZ8 363,840 2,274 SH   SOLE   0 2,274 0
ATMOS ENERGY CORP COM 049560105 BBG001S5VG05 6,818,397 58,830 SH   SOLE   0 0 58,830
AUTOMATIC DATA PROCESSING IN COM 053015103 BBG001S82KF6 359,939 1,545 SH   SOLE   0 1,545 0
AUTOZONE INC COM 053332102 BBG001S6Q5D9 23,738,485 9,181 SH   SOLE   0 8,201 980
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 8,168,227 22,902 SH   SOLE   0 302 22,600
BOISE CASCADE CO DEL COM 09739D100 BBG001SZX397 603,464 4,665 SH   SOLE   0 4,665 0
BOOKING HOLDINGS INC COM 09857L108 BBG001S89N72 24,142,379 6,806 SH   SOLE   0 6,136 670
BOSTON BEER INC CL A 100557107 BBG001S5VVQ4 252,281 730 SH   SOLE   0 730 0
BOX INC CL A 10316T104 BBG001T5R852 330,523 12,906 SH   SOLE   0 12,906 0
BP PLC SPONSORED ADR 055622104 BBG001S5W4F5 870,097 24,579 SH   SOLE   0 24,579 0
BRINKER INTL INC COM 109641100 BBG001S5RFV8 399,501 9,252 SH   SOLE   0 9,252 0
BROADCOM INC COM 11135F101 BBG00KHY5SY8 19,081,178 17,094 SH   SOLE   0 755 16,339
CADENCE DESIGN SYSTEM INC COM 127387108 BBG001S65YK1 39,682,130 145,692 SH   SOLE   0 74,675 71,017
CARDINAL HEALTH INC COM 14149Y108 BBG001S7PC34 987,840 9,800 SH   SOLE   0 9,800 0
CATERPILLAR INC COM 149123101 BBG001S5PJ06 4,921,427 16,645 SH   SOLE   0 2,345 14,300
CBOE GLOBAL MKTS INC COM 12503M108 BBG001T71BP7 33,108,952 185,422 SH   SOLE   0 82,892 102,530
CENCORA INC COM 03073E105 BBG001S8X7P0 227,972 1,110 SH   SOLE   0 1,110 0
CERIDIAN HCM HLDG INC COM 15677J108 BBG005D7PF43 4,490,194 66,898 SH   SOLE   0 0 66,898
CHECK POINT SOFTWARE TECH LT ORD M22465104 BBG001SB85K0 5,307,619 34,738 SH   SOLE   0 34,738 0
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 7,051,539 47,275 SH   SOLE   0 956 46,319
CHUBB LIMITED COM H1467J104 BBG001S8S1L3 12,482,206 55,231 SH   SOLE   0 191 55,040
CLEAN HARBORS INC COM 184496107 BBG001S5PW98 22,040,613 126,300 SH   SOLE   0 112,982 13,318
COCA-COLA EUROPACIFIC PARTNE SHS G25839104 BBG00B6BFX96 5,434,705 81,431 SH   SOLE   0 81,431 0
COLLEGIUM PHARMACEUTICAL INC COM 19459J104 BBG001T535S9 460,469 14,960 SH   SOLE   0 14,960 0
COMFORT SYS USA INC COM 199908104 BBG001SB1GG8 568,678 2,765 SH   SOLE   0 2,765 0
CONOCOPHILLIPS COM 20825C104 BBG001S5TZM2 4,694,451 40,445 SH   SOLE   0 436 40,009
COPART INC COM 217204106 BBG001S7MTB1 13,005,678 265,422 SH   SOLE   0 11,122 254,300
CORCEPT THERAPEUTICS INC COM 218352102 BBG001S8QGV1 393,073 12,102 SH   SOLE   0 12,102 0
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 26,619,046 40,327 SH   SOLE   0 36,217 4,110
CROWDSTRIKE HLDGS INC CL A 22788C105 BBG00BLYKRZ7 19,107,638 74,838 SH   SOLE   0 4,038 70,800
CROWN CASTLE INC COM 22822V101 BBG001S7W5T3 2,079,180 18,050 SH   SOLE   0 0 18,050
DAVITA INC COM 23918K108 BBG001SB5DZ0 619,132 5,910 SH   SOLE   0 5,910 0
DELTA AIR LINES INC DEL COM NEW 247361702 BBG001SPT759 11,647,470 289,522 SH   SOLE   0 257,522 32,000
DEXCOM INC COM 252131107 BBG001SKZG99 14,171,078 114,200 SH   SOLE   0 0 114,200
DOMINOS PIZZA INC COM 25754A201 BBG001SL3ZH1 20,900,885 50,702 SH   SOLE   0 31,922 18,780
DOW INC COM 260557103 BBG00BN96931 1,651,890 30,122 SH   SOLE   0 592 29,530
DUKE ENERGY CORP NEW COM NEW 26441C204 BBG001S5QNR7 1,713,338 17,656 SH   SOLE   0 76 17,580
E L F BEAUTY INC COM 26856L103 BBG00DQ6VYQ2 652,994 4,524 SH   SOLE   0 4,524 0
ELECTRONIC ARTS INC COM 285512109 BBG001S5T5C9 29,461,623 215,347 SH   SOLE   0 115,037 100,310
ELI LILLY & CO COM 532457108 BBG001S5STL8 7,431,647 12,749 SH   SOLE   0 949 11,800
ENCOMPASS HEALTH CORP COM 29261A100 BBG001S5Q5B3 795,970 11,930 SH   SOLE   0 11,930 0
ENERSYS COM 29275Y102 BBG001SLVXW8 326,808 3,237 SH   SOLE   0 3,237 0
EPLUS INC COM 294268107 BBG001S99YL0 421,954 5,285 SH   SOLE   0 5,285 0
EVEREST GROUP LTD COM G3223R108 BBG001S7QT63 834,802 2,361 SH   SOLE   0 2,361 0
EVERTEC INC COM 30040P103 BBG001SX2XR0 362,196 8,847 SH   SOLE   0 8,847 0
EXLSERVICE HOLDINGS INC COM 302081104 BBG001SKWX40 10,560,387 342,314 SH   SOLE   0 306,864 35,450
EXTREME NETWORKS COM 30226D106 BBG001S6ZV24 343,063 19,448 SH   SOLE   0 19,448 0
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 21,746,750 217,511 SH   SOLE   0 109,321 108,190
FASTENAL CO COM 311900104 BBG001S5R1F7 475,412 7,340 SH   SOLE   0 7,340 0
FORTIVE CORP COM 34959J108 BBG00BLVZ237 6,222,471 84,510 SH   SOLE   0 0 84,510
GARTNER INC COM 366651107 BBG001S5SD60 21,599,147 47,880 SH   SOLE   0 42,834 5,046
GENERAL ELECTRIC CO COM NEW 369604301 BBG001S5PVD5 530,941 4,160 SH   SOLE   0 4,160 0
GLOBE LIFE INC COM 37959E102 BBG001S5WRX4 4,844,456 39,800 SH   SOLE   0 0 39,800
GREIF INC CL A 397624107 BBG001S8S678 340,740 5,195 SH   SOLE   0 5,195 0
HACKETT GROUP INC COM 404609109 BBG001S5VLP7 444,903 19,539 SH   SOLE   0 19,539 0
HOME DEPOT INC COM 437076102 BBG001S5RTW7 390,215 1,126 SH   SOLE   0 1,126 0
HUBBELL INC COM 443510607 BBG001S5S1L9 18,227,985 55,416 SH   SOLE   0 49,556 5,860
INSTALLED BLDG PRODS INC COM 45780R101 BBG005TJKF09 422,314 2,310 SH   SOLE   0 2,310 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 BBG001SQ4YC7 13,520,244 163,091 SH   SOLE   0 181 162,910
ISHARES INC MSCI STH KOR ETF 464286772 BBG001SF9FC7 553,073 8,440 SH   SOLE   0 8,440 0
ISHARES INC MSCI TAIWAN ETF 46434G772 BBG001SFGL81 487,918 10,600 SH   SOLE   0 10,600 0
ISHARES TR MSCI INDONIA ETF 46429B309 BBG001S56QM7 251,770 11,280 SH   SOLE   0 11,280 0
ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 2,469,623 8,146 SH   SOLE   0 8,146 0
ISHARES TR RUS 2000 GRW ETF 464287648 BBG001S562F8 365,719 1,450 SH   SOLE   0 1,450 0
ISHARES TR S&P 500 GRWT ETF 464287309 BBG001S561Q8 331,191 4,410 SH   SOLE   0 4,410 0
JABIL INC COM 466313103 BBG001S7RB70 19,949,311 156,588 SH   SOLE   0 140,048 16,540
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 BBG001SNW8K1 7,745,310 62,970 SH   SOLE   0 2,570 60,400
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 14,858,639 94,798 SH   SOLE   0 84,508 10,290
JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 28,272,661 166,212 SH   SOLE   0 81,344 84,868
KINROSS GOLD CORP COM 496902404 BBG001S5R0C2 5,530,287 914,097 SH   SOLE   0 914,097 0
KINSALE CAP GROUP INC COM 49714P108 BBG00D8JDB02 297,735 889 SH   SOLE   0 889 0
KLA CORP COM NEW 482480100 BBG001S5SLM4 27,056,609 46,545 SH   SOLE   0 41,625 4,920
KROGER CO COM 501044101 BBG001S5SN40 12,518,506 273,868 SH   SOLE   0 0 273,868
LENNAR CORP CL A 526057104 BBG001S5SRK3 12,713,112 85,300 SH   SOLE   0 0 85,300
LIVE NATION ENTERTAINMENT IN COM 538034109 BBG001SNP2B2 1,198,454 12,804 SH   SOLE   0 12,804 0
MANHATTAN ASSOCIATES INC COM 562750109 BBG001S71S35 16,506,431 76,660 SH   SOLE   0 68,550 8,110
MARATHON PETE CORP COM 56585A102 BBG001S169P1 9,035,421 60,902 SH   SOLE   0 54,482 6,420
MARKEL GROUP INC COM 570535104 BBG001S9ZK95 9,797,310 6,900 SH   SOLE   0 0 6,900
MARRIOTT INTL INC NEW CL A 571903202 BBG001S78K44 19,123,925 84,803 SH   SOLE   0 2,888 81,915
MCKESSON CORP COM 58155Q103 BBG001S8F8P8 33,098,903 71,491 SH   SOLE   0 38,186 33,305
MEDPACE HLDGS INC COM 58506Q109 BBG0065B7K40 34,917,445 113,912 SH   SOLE   0 58,802 55,110
MERCK & CO INC COM 58933Y105 BBG001S5TC52 17,684,134 162,210 SH   SOLE   0 108,290 53,920
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 47,909,548 135,353 SH   SOLE   0 51,293 84,060
MICROSOFT CORP COM 594918104 BBG001S5TD05 91,928,243 244,464 SH   SOLE   0 108,383 136,081
MOLINA HEALTHCARE INC COM 60855R100 BBG001SKBQ20 705,638 1,953 SH   SOLE   0 1,953 0
MOLSON COORS BEVERAGE CO CL B 60871R209 BBG001S5VQ21 16,294,102 266,200 SH   SOLE   0 0 266,200
MONGODB INC CL A 60937P106 BBG0022FDRZ7 8,177,000 20,000 SH   SOLE   0 0 20,000
MSCI INC COM 55354G100 BBG001SV8B05 4,119,629 7,283 SH   SOLE   0 13 7,270
NEUROCRINE BIOSCIENCES INC COM 64125C109 BBG001S8W4X9 9,019,499 68,454 SH   SOLE   0 4,884 63,570
NEWMONT CORP COM 651639106 BBG001S5TKX3 1,186,651 28,670 SH   SOLE   0 0 28,670
NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 2,715,625 44,709 SH   SOLE   0 0 44,709
NEXTRACKER INC CLASS A COM 65290E101 BBG00835TQ17 387,215 8,265 SH   SOLE   0 8,265 0
NUTANIX INC CL A 67059N108 BBG001V13SG8 1,548,256 32,465 SH   SOLE   0 32,465 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 30,272,303 61,129 SH   SOLE   0 6,341 54,788
NVR INC COM 62944T105 BBG001S5TSM8 1,470,095 210 SH   SOLE   0 210 0
OKTA INC CL A 679295105 BBG001YV1SN3 513,305 5,670 SH   SOLE   0 5,670 0
PACCAR INC COM 693718108 BBG001S5V1S8 17,645,355 180,700 SH   SOLE   0 0 180,700
PAGERDUTY INC COM 69553P100 BBG0043BYPD6 362,876 15,675 SH   SOLE   0 15,675 0
PALO ALTO NETWORKS INC COM 697435105 BBG001T9NWN5 984,309 3,338 SH   SOLE   0 3,338 0
PARKER-HANNIFIN CORP COM 701094104 BBG001S5V554 26,907,644 58,406 SH   SOLE   0 52,216 6,190
PATRICK INDS INC COM 703343103 BBG001S5V0V6 445,052 4,435 SH   SOLE   0 4,435 0
PBF ENERGY INC CL A 69318G106 BBG002832HM6 428,654 9,751 SH   SOLE   0 9,751 0
PEPSICO INC COM 713448108 BBG001S695T1 8,158,434 48,036 SH   SOLE   0 4,336 43,700
PERFORMANCE FOOD GROUP CO COM 71377A103 BBG009XW2WC7 14,245,453 206,008 SH   SOLE   0 184,178 21,830
PINTEREST INC CL A 72352L106 BBG002583CW7 27,777,704 749,938 SH   SOLE   0 458,358 291,580
PLEXUS CORP COM 729132100 BBG001S5V812 355,964 3,292 SH   SOLE   0 3,292 0
PROCORE TECHNOLOGIES INC COM 74275K108 BBG0026ZJ313 5,849,090 84,500 SH   SOLE   0 0 84,500
PROLOGIS INC. COM 74340W103 BBG001S5NMN6 3,989,669 29,930 SH   SOLE   0 0 29,930
PRUDENTIAL FINL INC COM 744320102 BBG001S97MM7 9,613,191 92,693 SH   SOLE   0 93 92,600
PUBLIC STORAGE COM 74460D109 BBG001S5TH79 211,975 695 SH   SOLE   0 695 0
PURE STORAGE INC CL A 74624M102 BBG00212PW10 986,391 27,661 SH   SOLE   0 27,661 0
QUALCOMM INC COM 747525103 BBG001S6VS70 5,025,893 34,750 SH   SOLE   0 4,150 30,600
QUALYS INC COM 74758T303 BBG001SYH860 19,443,497 99,060 SH   SOLE   0 88,814 10,246
RENAISSANCERE HLDGS LTD COM G7496G103 BBG001S6T1Z1 272,440 1,390 SH   SOLE   0 1,390 0
ROSS STORES INC COM 778296103 BBG001S5VRS1 211,737 1,530 SH   SOLE   0 1,530 0
ROYAL CARIBBEAN GROUP COM V7780T103 BBG001S5RMJ7 559,397 4,320 SH   SOLE   0 4,320 0
RYAN SPECIALTY HOLDINGS INC CL A 78351F107 BBG011K4W1Y0 250,505 5,823 SH   SOLE   0 5,823 0
SALESFORCE INC COM 79466L302 BBG001SDLP09 423,129 1,608 SH   SOLE   0 1,608 0
SCHLUMBERGER LTD COM STK 806857108 BBG001S5W4C8 3,001,667 57,680 SH   SOLE   0 0 57,680
SHERWIN WILLIAMS CO COM 824348106 BBG001S5W2F9 3,835,746 12,298 SH   SOLE   0 588 11,710
SHIFT4 PMTS INC CL A 82452J109 BBG00TX393M3 16,766,272 225,535 SH   SOLE   0 8,155 217,380
SHOCKWAVE MED INC COM 82489T104 BBG005XVXMM4 312,709 1,641 SH   SOLE   0 1,641 0
SMARTSHEET INC COM CL A 83200N103 BBG00GQK3WC4 315,612 6,600 SH   SOLE   0 6,600 0
SOUTHERN CO COM 842587107 BBG001S5W777 1,835,601 26,178 SH   SOLE   0 118 26,060
SPOTIFY TECHNOLOGY S A SHS L8681T102 BBG003T4VFD1 6,783,551 36,100 SH   SOLE   0 0 36,100
SPS COMM INC COM 78463M107 BBG001T65R07 540,620 2,789 SH   SOLE   0 2,789 0
SURGERY PARTNERS INC COM 86881A100 BBG009T0TKW7 345,876 10,812 SH   SOLE   0 10,812 0
SYNOPSYS INC COM 871607107 BBG001S5VTR8 1,495,299 2,904 SH   SOLE   0 2,904 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG001S5WWW4 5,581,472 53,668 SH   SOLE   0 53,668 0
TESLA INC COM 88160R101 BBG001SQKGD7 7,256,113 29,202 SH   SOLE   0 4,402 24,800
TEXAS INSTRS INC COM 882508104 BBG001S5WYZ7 3,617,673 21,223 SH   SOLE   0 1,473 19,750
THE TRADE DESK INC COM CL A 88339J105 BBG00629NGW8 895,182 12,440 SH   SOLE   0 12,440 0
TIM S A SPONSORED ADR 88706T108 BBG00XS5MBP9 919,991 49,810 SH   SOLE   0 49,810 0
TJX COS INC NEW COM 872540109 BBG001S5WQ93 20,880,136 222,579 SH   SOLE   0 157,569 65,010
ULTA BEAUTY INC COM 90384S303 BBG00FWQ4W44 12,380,577 25,267 SH   SOLE   0 22,577 2,690
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 25,278,457 48,015 SH   SOLE   0 225 47,790
VEEVA SYS INC CL A COM 922475108 BBG001TX0CB4 28,451,183 147,783 SH   SOLE   0 63,433 84,350
VERISK ANALYTICS INC COM 92345Y106 BBG001SBRX64 9,737,128 40,765 SH   SOLE   0 785 39,980
VERTEX PHARMACEUTICALS INC COM 92532F100 BBG001S68LJ8 14,885,664 36,584 SH   SOLE   0 32,714 3,870
VISA INC COM CL A 92826C839 BBG001SRCFY3 9,084,913 34,895 SH   SOLE   0 2,995 31,900
WABASH NATL CORP COM 929566107 BBG001S6W2K1 322,428 12,585 SH   SOLE   0 12,585 0
WALMART INC COM 931142103 BBG001S5XH92 19,343,655 122,700 SH   SOLE   0 0 122,700
WOODWARD INC COM 980745103 BBG001S6YZC5 10,345,880 76,000 SH   SOLE   0 0 76,000
WORKDAY INC CL A 98138H101 BBG001T21KQ7 23,116,988 83,739 SH   SOLE   0 74,869 8,870
WORTHINGTON ENTERPRISES INC COM 981811102 BBG001S6XN51 311,403 5,411 SH   SOLE   0 5,411 0
YEXT INC COM 98585N106 BBG001V12329 122,512 20,800 SH   SOLE   0 20,800 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 BBG001S7DQJ9 15,068,407 123,816 SH   SOLE   0 110,446 13,370
ZSCALER INC COM 98980G102 BBG003338H61 18,114,746 81,760 SH   SOLE   0 1,360 80,400