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 343,397 1,850 SH   SOLE   0 1,850 0
ADDUS HOMECARE CORP COM 006739106 BBG001T56D18 570,306 4,951 SH   SOLE   0 4,951 0
ADOBE INC COM 00724F101 BBG001S5NCQ5 19,419,055 50,194 SH   SOLE   0 46,634 3,560
ADTALEM GLOBAL ED INC COM 00737L103 BBG001S8M5S3 3,216,374 25,280 SH   SOLE   0 25,280 0
ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 470,115 3,313 SH   SOLE   0 3,313 0
AEROVIRONMENT INC COM 008073108 BBG001SPPWP6 1,424,750 5,000 SH   SOLE   0 5,000 0
ALIGN TECHNOLOGY INC COM 016255101 BBG001SCF1B9 321,861 1,700 SH   SOLE   0 1,700 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 BBG001V0T5F3 1,899,800 20,000 SH   SOLE   0 20,000 0
ALLSTATE CORP COM 020002101 BBG001S9BM06 611,982 3,040 SH   SOLE   0 3,040 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 39,216,109 222,528 SH   SOLE   0 207,598 14,930
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 2,267,931 12,785 SH   SOLE   0 12,785 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 4,998,362 22,783 SH   SOLE   0 22,783 0
AMERICAN EXPRESS CO COM 025816109 BBG001S5P034 41,621,148 130,482 SH   SOLE   0 121,312 9,170
AMERICAN TOWER CORP NEW COM 03027X100 BBG001S5NPQ6 1,326,120 6,000 SH   SOLE   0 6,000 0
APPLE INC COM 037833100 BBG001S5N8V8 53,202,222 259,308 SH   SOLE   0 243,488 15,820
APPLIED INDL TECHNOLOGIES IN COM 03820C105 BBG001S5NK14 873,315 3,757 SH   SOLE   0 3,757 0
APPLIED MATLS INC COM 038222105 BBG001S5NMM7 715,071 3,906 SH   SOLE   0 3,906 0
APPLOVIN CORP COM CL A 03831W108 BBG006HFPX86 39,535,585 112,933 SH   SOLE   0 105,203 7,730
ARCH CAP GROUP LTD ORD G0450A105 BBG001S9HZ74 31,180,346 342,453 SH   SOLE   0 318,222 24,231
ARISTA NETWORKS INC COM SHS 040413205 BBG001T51KQ0 37,049,009 362,125 SH   SOLE   0 339,715 22,410
ARLO TECHNOLOGIES INC COM 04206A101 BBG00K88DTJ1 788,148 46,471 SH   SOLE   0 46,471 0
ARM HOLDINGS PLC SPONSORED ADS 042068205 BBG01J1GY084 1,665,922 10,300 SH   SOLE   0 10,300 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102 BBG001SGL0H9 315,134 1,940 SH   SOLE   0 1,940 0
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 BBG001V107T3 514,937 11,616 SH   SOLE   0 11,616 0
AVEPOINT INC COM CL A 053604104 BBG00Q73LFK9 1,040,886 53,904 SH   SOLE   0 53,904 0
AZZ INC COM 002474104 BBG001S9QNK6 2,450,433 25,936 SH   SOLE   0 25,936 0
BANCFIRST CORP COM 05945F103 BBG001S75RW1 246,622 1,995 SH   SOLE   0 1,995 0
BANK NEW YORK MELLON CORP COM 064058100 BBG001S5P6Q6 819,990 9,000 SH   SOLE   0 9,000 0
BARRICK MNG CORP COM SHS 06849F108 BBG001S5N9P3 1,665,600 80,000 SH   SOLE   0 80,000 0
BOOKING HOLDINGS INC COM 09857L108 BBG001S89N72 51,900,537 8,965 SH   SOLE   0 8,384 581
BOX INC CL A 10316T104 BBG001T5R852 639,526 18,716 SH   SOLE   0 18,716 0
BP PLC SPONSORED ADR 055622104 BBG001S5W4F5 388,791 12,990 SH   SOLE   0 12,990 0
BRIGHTSPRING HEALTH SVCS INC COM 10950A106 BBG0132WL2T0 1,206,629 51,150 SH   SOLE   0 51,150 0
BRINKER INTL INC COM 109641100 BBG001S5RFV8 1,124,718 6,237 SH   SOLE   0 6,237 0
BROADCOM INC COM 11135F101 BBG00KHY5SY8 58,849,621 213,494 SH   SOLE   0 199,204 14,290
CABOT CORP COM 127055101 BBG001S5PK58 273,975 3,653 SH   SOLE   0 3,653 0
CADENCE DESIGN SYSTEM INC COM 127387108 BBG001S65YK1 34,591,686 112,256 SH   SOLE   0 104,956 7,300
CANADIAN IMPERIAL BK COMM COM 136069101 BBG001S5YBB1 6,872,635 97,030 SH   SOLE   0 97,030 0
CARDINAL HEALTH INC COM 14149Y108 BBG001S7PC34 454,440 2,705 SH   SOLE   0 2,705 0
CARGURUS INC COM CL A 141788109 BBG00HQ77DT1 309,631 9,251 SH   SOLE   0 9,251 0
CARVANA CO CL A 146869102 BBG00GCTWF71 1,494,418 4,435 SH   SOLE   0 4,435 0
CBOE GLOBAL MKTS INC COM 12503M108 BBG001T71BP7 30,904,756 132,519 SH   SOLE   0 123,859 8,660
CENCORA INC COM 03073E105 BBG001S8X7P0 857,571 2,860 SH   SOLE   0 2,860 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 BBG001SB85K0 7,761,008 35,078 SH   SOLE   0 35,078 0
CHEMED CORP NEW COM 16359R103 BBG001S679X0 535,623 1,100 SH   SOLE   0 1,100 0
CLEAR SECURE INC COM CL A 18467V109 BBG011C0FSZ6 767,897 27,662 SH   SOLE   0 27,662 0
CME GROUP INC COM 12572Q105 BBG001S86547 1,696,992 6,157 SH   SOLE   0 6,157 0
CMS ENERGY CORP COM 125896100 BBG001S5PYJ3 346,400 5,000 SH   SOLE   0 5,000 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104 BBG00B6BFX96 7,662,474 82,641 SH   SOLE   0 82,641 0
COHERENT CORP COM 19247G107 BBG001S5S6N6 2,854,720 32,000 SH   SOLE   0 32,000 0
COLLEGIUM PHARMACEUTICAL INC COM 19459J104 BBG001T535S9 562,185 19,012 SH   SOLE   0 19,012 0
COMFORT SYS USA INC COM 199908104 BBG001SB1GG8 32,101,820 59,868 SH   SOLE   0 56,008 3,860
CONOCOPHILLIPS COM 20825C104 BBG001S5TZM2 251,451 2,802 SH   SOLE   0 2,802 0
CONSOLIDATED EDISON INC COM 209115104 BBG001S5QRL4 501,750 5,000 SH   SOLE   0 5,000 0
CORCEPT THERAPEUTICS INC COM 218352102 BBG001S8QGV1 661,995 9,019 SH   SOLE   0 9,019 0
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 50,718,586 51,234 SH   SOLE   0 47,699 3,535
CROWN CASTLE INC COM 22822V101 BBG001S7W5T3 2,054,600 20,000 SH   SOLE   0 20,000 0
DAVITA INC COM 23918K108 BBG001SB5DZ0 294,872 2,070 SH   SOLE   0 2,070 0
DECKERS OUTDOOR CORP COM 243537107 BBG001S7GXB9 342,192 3,320 SH   SOLE   0 3,320 0
DEXCOM INC COM 252131107 BBG001SKZG99 2,891,918 33,130 SH   SOLE   0 33,130 0
DISNEY WALT CO COM 254687106 BBG001S5QHF3 28,195,038 227,361 SH   SOLE   0 211,011 16,350
DOMINION ENERGY INC COM 25746U109 BBG001S5QCP3 361,728 6,400 SH   SOLE   0 6,400 0
DOORDASH INC CL A 25809K105 BBG005D7QCK1 801,158 3,250 SH   SOLE   0 3,250 0
DOXIMITY INC CL A 26622P107 BBG0026ZJQY6 925,007 15,080 SH   SOLE   0 15,080 0
DR REDDYS LABS LTD ADR 256135203 BBG001SHMCN3 878,203 58,430 SH   SOLE   0 58,430 0
DROPBOX INC CL A 26210C104 BBG001TFLWN3 974,974 34,090 SH   SOLE   0 34,090 0
DTE ENERGY CO COM 233331107 BBG001S5QN88 397,380 3,000 SH   SOLE   0 3,000 0
EBAY INC. COM 278642103 BBG001S9B9J5 29,102,244 390,844 SH   SOLE   0 362,854 27,990
ELASTIC N V ORD SHS N14506104 BBG00LWZDZ26 2,673,261 31,700 SH   SOLE   0 31,700 0
ELI LILLY & CO COM 532457108 BBG001S5STL8 1,242,571 1,594 SH   SOLE   0 1,594 0
EMCOR GROUP INC COM 29084Q100 BBG001S5QVG1 1,551,181 2,900 SH   SOLE   0 2,900 0
ENTERGY CORP NEW COM 29364G103 BBG001S67KF5 498,720 6,000 SH   SOLE   0 6,000 0
EVERTEC INC COM 30040P103 BBG001SX2XR0 557,874 15,475 SH   SOLE   0 15,475 0
EXELIXIS INC COM 30161Q104 BBG001SD42W4 756,151 17,156 SH   SOLE   0 17,156 0
EXELON CORP COM 30161N101 BBG001SBJMT2 477,620 11,000 SH   SOLE   0 11,000 0
EXLSERVICE HOLDINGS INC COM 302081104 BBG001SKWX40 19,564,321 446,776 SH   SOLE   0 416,396 30,380
EXTREME NETWORKS COM 30226D106 BBG001S6ZV24 1,148,800 64,000 SH   SOLE   0 64,000 0
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 16,943,465 157,175 SH   SOLE   0 146,065 11,110
FABRINET SHS G3323L100 BBG001SP57F4 869,011 2,949 SH   SOLE   0 2,949 0
FIRST HORIZON CORPORATION COM 320517105 BBG001SCW8R8 1,908,000 90,000 SH   SOLE   0 90,000 0
FIRSTENERGY CORP COM 337932107 BBG001S5R3N4 322,080 8,000 SH   SOLE   0 8,000 0
FORTINET INC COM 34959E109 BBG001S77BL6 1,160,806 10,980 SH   SOLE   0 10,980 0
FRESHWORKS INC CLASS A COM 358054104 BBG0029KYGM4 336,847 22,592 SH   SOLE   0 22,592 0
GRAND CANYON ED INC COM 38526M106 BBG001T01JZ4 321,300 1,700 SH   SOLE   0 1,700 0
GUIDEWIRE SOFTWARE INC COM 40171V100 BBG001TWHGX5 873,520 3,710 SH   SOLE   0 3,710 0
HASBRO INC COM 418056107 BBG001S5RSQ6 33,379,485 452,174 SH   SOLE   0 420,124 32,050
HOULIHAN LOKEY INC CL A 441593100 BBG001SFVN99 1,317,234 7,320 SH   SOLE   0 7,320 0
HUBBELL INC COM 443510607 BBG001S5S1L9 29,144,138 71,360 SH   SOLE   0 66,300 5,060
HUNTINGTON BANCSHARES INC COM 446150104 BBG001S5RSZ6 888,280 53,000 SH   SOLE   0 53,000 0
IRON MTN INC DEL COM 46284V101 BBG001SCQ2X1 1,025,700 10,000 SH   SOLE   0 10,000 0
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 18,761,213 122,823 SH   SOLE   0 114,013 8,810
JPMORGAN CHASE & CO. COM 46625H100 BBG001S8CRC3 33,935,125 117,054 SH   SOLE   0 108,764 8,290
KINROSS GOLD CORP COM 496902404 BBG001S5R0C2 9,445,928 604,346 SH   SOLE   0 604,346 0
KLA CORP COM NEW 482480100 BBG001S5SLM4 48,448,785 54,088 SH   SOLE   0 50,248 3,840
KONTOOR BRANDS INC COM 50050N103 BBG00LPTHYM5 271,137 4,110 SH   SOLE   0 4,110 0
LANTHEUS HLDGS INC COM 516544103 BBG006Q52RF8 499,428 6,101 SH   SOLE   0 6,101 0
LEMAITRE VASCULAR INC COM 525558201 BBG001SK6CX3 315,175 3,795 SH   SOLE   0 3,795 0
LIGHT & WONDER INC COM 80874P109 BBG00JR5MM40 14,892,770 154,714 SH   SOLE   0 144,134 10,580
LYFT INC CL A COM 55087P104 BBG004M9ZHY4 387,223 24,570 SH   SOLE   0 24,570 0
MARATHON PETE CORP COM 56585A102 BBG001S169P1 12,736,484 76,675 SH   SOLE   0 71,195 5,480
MARVELL TECHNOLOGY INC COM 573874104 BBG00ZXBJ162 28,752,707 371,482 SH   SOLE   0 344,852 26,630
MATADOR RES CO COM 576485205 BBG001T3L5S4 320,726 6,721 SH   SOLE   0 6,721 0
MCKESSON CORP COM 58155Q103 BBG001S8F8P8 37,382,772 51,015 SH   SOLE   0 47,434 3,581
MEDPACE HLDGS INC COM 58506Q109 BBG0065B7K40 25,806,511 82,223 SH   SOLE   0 76,523 5,700
MERIT MED SYS INC COM 589889104 BBG001S6KLT3 524,984 5,616 SH   SOLE   0 5,616 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 53,312,979 72,231 SH   SOLE   0 67,501 4,730
METLIFE INC COM 59156R108 BBG001S5T3R8 2,412,600 30,000 SH   SOLE   0 30,000 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 73,259,540 147,282 SH   SOLE   0 138,082 9,200
MONSTER BEVERAGE CORP NEW COM 61174X109 BBG008NVB1F7 291,276 4,650 SH   SOLE   0 4,650 0
MORNINGSTAR INC COM 617700109 BBG001SC6FV6 455,199 1,450 SH   SOLE   0 1,450 0
MUELLER WTR PRODS INC COM SER A 624758108 BBG001SNQZ91 680,933 28,325 SH   SOLE   0 28,325 0
NETFLIX INC COM 64110L106 BBG001SF6L46 49,713,862 37,124 SH   SOLE   0 34,604 2,520
NICOLET BANKSHARES INC COM 65406E102 BBG001SN0Y92 238,069 1,928 SH   SOLE   0 1,928 0
NORTHERN TR CORP COM 665859104 BBG001S5TRG7 507,160 4,000 SH   SOLE   0 4,000 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 BBG001SCKPS2 241,535 11,910 SH   SOLE   0 11,910 0
NUTANIX INC CL A 67059N108 BBG001V13SG8 1,618,923 21,179 SH   SOLE   0 21,179 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 10,173,766 64,395 SH   SOLE   0 64,395 0
OKTA INC CL A 679295105 BBG001YV1SN3 24,272,016 242,793 SH   SOLE   0 226,663 16,130
PALANTIR TECHNOLOGIES INC CL A 69608A108 BBG001T53796 363,974 2,670 SH   SOLE   0 2,670 0
PARKER-HANNIFIN CORP COM 701094104 BBG001S5V554 47,140,439 67,491 SH   SOLE   0 62,691 4,800
PATRICK INDS INC COM 703343103 BBG001S5V0V6 786,602 8,525 SH   SOLE   0 8,525 0
PAYCHEX INC COM 704326107 BBG001S5V135 281,611 1,936 SH   SOLE   0 1,936 0
PHIBRO ANIMAL HEALTH CORP CL A COM 71742Q106 BBG0069NW5X3 660,822 25,874 SH   SOLE   0 25,874 0
PHILLIPS 66 COM 718546104 BBG00286S4P7 1,203,021 10,084 SH   SOLE   0 10,084 0
PILGRIMS PRIDE CORP COM 72147K108 BBG001S5PSN1 971,568 21,600 SH   SOLE   0 21,600 0
PINTEREST INC CL A 72352L106 BBG002583CW7 23,548,043 656,666 SH   SOLE   0 610,106 46,560
PLEXUS CORP COM 729132100 BBG001S5V812 565,731 4,181 SH   SOLE   0 4,181 0
PRIMORIS SVCS CORP COM 74164F103 BBG001S64801 665,296 8,536 SH   SOLE   0 8,536 0
PROGRESSIVE CORP COM 743315103 BBG001S5V509 25,288,988 94,765 SH   SOLE   0 88,575 6,190
QUALCOMM INC COM 747525103 BBG001S6VS70 736,578 4,625 SH   SOLE   0 4,625 0
QUALYS INC COM 74758T303 BBG001SYH860 376,034 2,632 SH   SOLE   0 2,632 0
QUANTA SVCS INC COM 74762E102 BBG001S5VH85 2,268,480 6,000 SH   SOLE   0 6,000 0
RESMED INC COM 761152107 BBG001SBGRC2 1,487,370 5,765 SH   SOLE   0 5,765 0
ROBLOX CORP CL A 771049103 BBG001V1Y6Z1 4,978,064 47,320 SH   SOLE   0 47,320 0
ROCKWELL AUTOMATION INC COM 773903109 BBG001S5VRF5 2,539,440 7,645 SH   SOLE   0 7,645 0
ROKU INC COM CL A 77543R102 BBG001ZZPQM2 639,839 7,280 SH   SOLE   0 7,280 0
ROYAL CARIBBEAN GROUP COM V7780T103 BBG001S5RMJ7 1,600,145 5,110 SH   SOLE   0 5,110 0
SALESFORCE INC COM 79466L302 BBG001SDLP09 449,939 1,650 SH   SOLE   0 1,650 0
SCHWAB CHARLES CORP COM 808513105 BBG001S5VXD4 29,262,310 320,718 SH   SOLE   0 298,568 22,150
SHIFT4 PMTS INC CL A 82452J109 BBG00TX393M3 330,036 3,330 SH   SOLE   0 3,330 0
SNOWFLAKE INC CL A 833445109 BBG007DHGNK2 1,910,996 8,540 SH   SOLE   0 8,540 0
SPS COMM INC COM 78463M107 BBG001T65R07 479,445 3,523 SH   SOLE   0 3,523 0
STATE STR CORP COM 857477103 BBG001S5RLD5 561,475 5,280 SH   SOLE   0 5,280 0
STEEL DYNAMICS INC COM 858119100 BBG001S98JK5 768,060 6,000 SH   SOLE   0 6,000 0
STEPSTONE GROUP INC COM CL A 85914M107 BBG00WXXV0W0 616,772 11,113 SH   SOLE   0 11,113 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG001S5WWW4 8,952,697 39,528 SH   SOLE   0 39,528 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 BBG001S9TN41 2,379,930 9,800 SH   SOLE   0 9,800 0
TESLA INC COM 88160R101 BBG001SQKGD7 1,471,083 4,631 SH   SOLE   0 4,631 0
TEXAS INSTRS INC COM 882508104 BBG001S5WYZ7 346,518 1,669 SH   SOLE   0 1,669 0
TJX COS INC NEW COM 872540109 BBG001S5WQ93 26,987,999 218,544 SH   SOLE   0 203,084 15,460
TOAST INC CL A 888787108 BBG00BTJVKB1 251,789 5,685 SH   SOLE   0 5,685 0
TRANE TECHNOLOGIES PLC SHS G8994E103 BBG001S5SBV6 1,106,647 2,530 SH   SOLE   0 2,530 0
TWILIO INC CL A 90138F102 BBG0029ZX859 1,828,092 14,700 SH   SOLE   0 14,700 0
UBER TECHNOLOGIES INC COM 90353T100 BBG002B04MW4 1,066,419 11,430 SH   SOLE   0 11,430 0
UIPATH INC CL A 90364P105 BBG00GKS1G12 950,912 74,290 SH   SOLE   0 74,290 0
UPWORK INC COM 91688F104 BBG00FBJ63B7 495,734 36,885 SH   SOLE   0 36,885 0
VALERO ENERGY CORP COM 91913Y100 BBG001S5X8K9 1,881,880 14,000 SH   SOLE   0 14,000 0
VEEVA SYS INC CL A COM 922475108 BBG001TX0CB4 25,752,900 89,426 SH   SOLE   0 83,236 6,190
VERTEX PHARMACEUTICALS INC COM 92532F100 BBG001S68LJ8 20,592,726 46,255 SH   SOLE   0 42,965 3,290
VICI PPTYS INC COM 925652109 BBG00HVVB4B6 2,282,000 70,000 SH   SOLE   0 70,000 0
VISA INC COM CL A 92826C839 BBG001SRCFY3 1,426,591 4,018 SH   SOLE   0 4,018 0
VULCAN MATLS CO COM 929160109 BBG001S5X8R2 521,640 2,000 SH   SOLE   0 2,000 0
WATERS CORP COM 941848103 BBG001S8MDG9 22,529,834 64,548 SH   SOLE   0 59,938 4,610
WATTS WATER TECHNOLOGIES INC CL A 942749102 BBG001S6N6Y7 1,585,007 6,446 SH   SOLE   0 6,446 0
WAYSTAR HLDG CORP COM 946784105 BBG01JRQSF60 321,974 7,878 SH   SOLE   0 7,878 0
WEC ENERGY GROUP INC COM 92939U106 BBG001S5XDC7 2,442,448 23,440 SH   SOLE   0 23,440 0
WILLIAMS COS INC COM 969457100 BBG001S5XH10 942,150 15,000 SH   SOLE   0 15,000 0
WORKDAY INC CL A 98138H101 BBG001T21KQ7 27,833,280 115,972 SH   SOLE   0 108,322 7,650
XYLEM INC COM 98419M100 BBG001V05C73 776,160 6,000 SH   SOLE   0 6,000 0