ABERCROMBIE & FITCH CO CL A 002896207 2449808 19463 SH SOLE 19463 0 0 ACADEMY SPORTS & OUTDOORS IN COM 00402L107 4451736 89106 SH SOLE 89106 0 0 ACADIA HEALTHCARE COMPANY IN COM 00404A109 12847896 905419 SH SOLE 905419 0 0 ADOBE INC COM 00724F101 4935909 14103 SH SOLE 14103 0 0 AFFIRM HLDGS INC COM CL A 00827B106 4914166 66024 SH SOLE 66024 0 0 AIRBNB INC COM CL A 009066101 1157827 8531 SH SOLE 8531 0 0 ALASKA AIR GROUP INC COM 011659109 2256559 44862 SH SOLE 44862 0 0 ALLSTATE CORP COM 020002101 4953554 23798 SH SOLE 23798 0 0 ALPHABET INC CAP STK CL C 02079K107 358203641 1141503 SH SOLE 1141503 0 0 ALTRIA GROUP INC COM 02209S103 889290 15423 SH SOLE 15423 0 0 AMAZON COM INC COM 023135106 549963273 2382650 SH SOLE 2382650 0 0 AMBIQ MICRO INC COMMON STOCK 023193105 1688568 59248 SH SOLE 59248 0 0 AMER SPORTS INC COM SHS G0260P102 2534534 67859 SH SOLE 67859 0 0 AMERICAN AIRLS GROUP INC COM 02376R102 2526767 164825 SH SOLE 164825 0 0 AMERICAN EAGLE OUTFITTERS IN COM 02553E106 2503304 94930 SH SOLE 94930 0 0 ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 2298908 35898 SH SOLE 35898 0 0 APPLIED MATLS INC COM 038222105 290726619 1131276 SH SOLE 1131276 0 0 ARGAN INC COM 04010E109 137502989 438858 SH SOLE 438858 0 0 ARRAY DIGITAL INFRASTRUCTURE COM 911684108 3463530 64594 SH SOLE 64594 0 0 ASML HOLDING N V N Y REGISTRY SHS N07059210 279236670 261003 SH SOLE 261003 0 0 ASTERA LABS INC COM 04626A103 162360539 975959 SH SOLE 975959 0 0 BAUSCH PLUS LOMB CORP COMMON SHARES 071705107 2599286 152183 SH SOLE 152183 0 0 BEST BUY INC COM 086516101 2374609 35479 SH SOLE 35479 0 0 BIO-TECHNE CORP COM 09073M104 226472782 3850923 SH SOLE 3850923 0 0 BJS WHSL CLUB HLDGS INC COM 05550J101 2407402 26740 SH SOLE 26740 0 0 BLOCK H & R INC COM 093671105 4986685 114426 SH SOLE 114426 0 0 BOOKING HOLDINGS INC COM 09857L108 5515990 1030 SH SOLE 1030 0 0 BOOT BARN HLDGS INC COM 099406100 3782105 21432 SH SOLE 21432 0 0 BOSTON BEER INC CL A 100557107 1021310 5234 SH SOLE 5234 0 0 BOSTON SCIENTIFIC CORP COM 101137107 280734619 2944254 SH SOLE 2944254 0 0 BRITISH AMERN TOB PLC SPONSORED ADR 110448107 1718983 30360 SH SOLE 30360 0 0 BUCKLE INC COM 118440106 3263054 61083 SH SOLE 61083 0 0 BYRNA TECHNOLOGIES INC COM NEW 12448X201 196695 11715 SH SOLE 11715 0 0 CABLE ONE INC COM 12685J105 2206443 19552 SH SOLE 19552 0 0 CALERES INC COM 129500104 4297580 353129 SH SOLE 353129 0 0 CAMDEN PPTY TR SH BEN INT 133131102 202303923 1837790 SH SOLE 1837790 0 0 CAMPING WORLD HLDGS INC CL A 13462K109 4460466 458424 SH SOLE 458424 0 0 CAPITAL ONE FINL CORP COM 14040H105 314194777 1296397 SH SOLE 1296397 0 0 CARIBOU BIOSCIENCES INC COM 142038108 1037542 652542 SH SOLE 652542 0 0 CARTERS INC COM 146229109 4825260 148790 SH SOLE 148790 0 0 CARVANA CO CL A 146869102 194920065 461874 SH SOLE 461874 0 0 CAVA GROUP INC COM 148929102 2474429 42161 SH SOLE 42161 0 0 CENTESSA PHARMACEUTICALS PLC SPONSORED ADS 152309100 41109537 1643724 SH SOLE 1643724 0 0 CENTURI HOLDINGS INC COM SHS 155923105 42239791 1672863 SH SOLE 1672863 0 0 CHARTER COMMUNICATIONS INC N CL A 16119P108 4954055 23732 SH SOLE 23732 0 0 CHEWY INC CL A 16679L109 2478254 74985 SH SOLE 74985 0 0 CIDARA THERAPEUTICS INC COM NEW 171757206 100720980 455978 SH SOLE 455978 0 0 CLEAR SECURE INC COM CL A 18467V109 4916427 140149 SH SOLE 140149 0 0 COCA COLA CO COM 191216100 109219484 1562287 SH SOLE 1562287 0 0 COLGATE PALMOLIVE CO COM 194162103 764123 9670 SH SOLE 9670 0 0 COMPASS INC CL A 20464U100 133575267 12637206 SH SOLE 12637206 0 0 CONAGRA BRANDS INC COM 205887102 2499599 144402 SH SOLE 144402 0 0 COSTCO WHSL CORP NEW COM 22160K105 2495612 2894 SH SOLE 2894 0 0 COUPANG INC CL A 22266T109 32288105 1368720 SH SOLE 1368720 0 0 CURIS INC COM 231269309 6194 49554 SH SOLE 49554 0 0 DATADOG INC CL A COM 23804L103 52526681 386254 SH SOLE 386254 0 0 DAVE & BUSTERS ENTMT INC COM 238337109 5276144 325487 SH SOLE 325487 0 0 DAVE INC CLASS A COM NEW 23834J201 3625810 16376 SH SOLE 16376 0 0 DECKERS OUTDOOR CORP COM 243537107 2498136 24097 SH SOLE 24097 0 0 DICKS SPORTING GOODS INC COM 253393102 165156275 834249 SH SOLE 834249 0 0 DISNEY WALT CO COM 254687106 80430725 706959 SH SOLE 706959 0 0 DOORDASH INC CL A 25809K105 81334630 359125 SH SOLE 359125 0 0 DUTCH BROS INC CL A 26701L100 497290 8123 SH SOLE 8123 0 0 EBAY INC. COM 278642103 2095365 24057 SH SOLE 24057 0 0 ELANCO ANIMAL HEALTH INC COM 28414H103 2412200 106593 SH SOLE 106593 0 0 ENERGIZER HLDGS INC NEW COM 29272W109 990383 49793 SH SOLE 49793 0 0 EQUIFAX INC COM 294429105 4967974 22896 SH SOLE 22896 0 0 ERIE INDTY CO CL A 29530P102 4963918 17317 SH SOLE 17317 0 0 ETSY INC COM 29786A106 2496685 45034 SH SOLE 45034 0 0 EVOLENT HEALTH INC CL A 30050B101 10159720 2539930 SH SOLE 2539930 0 0 EXPEDIA GROUP INC COM NEW 30212P303 5084565 17947 SH SOLE 17947 0 0 FEDEX CORP COM 31428X106 7228144 25023 SH SOLE 25023 0 0 FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 4923240 22114 SH SOLE 22114 0 0 FIVERR INTL LTD ORD SHS M4R82T106 3993377 202094 SH SOLE 202094 0 0 FLOOR & DECOR HLDGS INC CL A 339750101 951345 15624 SH SOLE 15624 0 0 FLUTTER ENTMT PLC SHS G3643J108 40217211 187022 SH SOLE 187022 0 0 FRACTYL HEALTH INC COM 35168W103 9346682 4248492 SH SOLE 4248492 0 0 FRESHPET INC COM 358039105 460692 7561 SH SOLE 7561 0 0 GAP INC COM 364760108 1522022 59454 SH SOLE 59454 0 0 GEN DIGITAL INC COM 668771108 529117 19460 SH SOLE 19460 0 0 GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104 215761342 5023417 SH SOLE 5023417 0 0 GODADDY INC CL A 380237107 4953646 39923 SH SOLE 39923 0 0 HERSHEY CO COM 427866108 1910790 10500 SH SOLE 10500 0 0 IMAX CORP COM 45245E109 4928912 133358 SH SOLE 133358 0 0 INTUIT COM 461202103 4962188 7491 SH SOLE 7491 0 0 INVIVYD INC COM 00534A102 46858155 18970913 SH SOLE 18970913 0 0 KEURIG DR PEPPER INC COM 49271V100 1329187 47454 SH SOLE 47454 0 0 KRAFT HEINZ CO COM 500754106 2129853 87829 SH SOLE 87829 0 0 KURA SUSHI USA INC CL A COM 501270102 5300767 101295 SH SOLE 101295 0 0 LABCORP HOLDINGS INC COM SHS 504922105 4406456 17564 SH SOLE 17564 0 0 LAM RESEARCH CORP COM NEW 512807306 108371319 633084 SH SOLE 633084 0 0 LAUDER ESTEE COS INC CL A 518439104 3501837 33440 SH SOLE 33440 0 0 LEGALZOOM COM INC COM 52466B103 4925618 496034 SH SOLE 496034 0 0 LEMONADE INC COM 52567D107 4972920 69864 SH SOLE 69864 0 0 LIFE TIME GROUP HOLDINGS INC COMMON STOCK 53190C102 5300398 199413 SH SOLE 199413 0 0 LOWES COS INC COM 548661107 2005487 8316 SH SOLE 8316 0 0 LULULEMON ATHLETICA INC COM 550021109 2479797 11933 SH SOLE 11933 0 0 MAPLEBEAR INC COM 565394103 87208798 1938835 SH SOLE 1938835 0 0 MARRIOTT INTL INC NEW CL A 571903202 2157719 6955 SH SOLE 6955 0 0 MARZETTI COMPANY COM 513847103 1542753 9383 SH SOLE 9383 0 0 MCCORMICK & CO INC COM NON VTG 579780206 3033143 44533 SH SOLE 44533 0 0 MCDONALDS CORP COM 580135101 3806010 12453 SH SOLE 12453 0 0 MEDLINE INC COM CL A 58507V107 33435234 796077 SH SOLE 796077 0 0 MERCADOLIBRE INC COM 58733R102 52670885 26149 SH SOLE 26149 0 0 MERIT MED SYS INC COM 589889104 42850671 486166 SH SOLE 486166 0 0 MICROSOFT CORP COM 594918104 556403843 1150498 SH SOLE 1150498 0 0 MONDELEZ INTL INC CL A 609207105 537708 9989 SH SOLE 9989 0 0 MONSTER BEVERAGE CORP NEW COM 61174X109 206494621 2693291 SH SOLE 2693291 0 0 MURPHY USA INC COM 626755102 4448001 11023 SH SOLE 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SOLE 693 0 0 SHARKNINJA INC COM SHS G8068L108 2514841 22474 SH SOLE 22474 0 0 SHERWIN WILLIAMS CO COM 824348106 92127238 284317 SH SOLE 284317 0 0 SHINHAN FINANCIAL GROUP CO L SPN ADR RESTRD 824596100 754628 14071 SH SOLE 14071 0 0 SIRIUSXM HOLDINGS INC COMMON STOCK 829933100 4970577 248591 SH SOLE 248591 0 0 SITEONE LANDSCAPE SUPPLY INC COM 82982L103 4936562 39632 SH SOLE 39632 0 0 SMARTSTOP SELF STORAG REIT I COMMON STOCK 83192D402 4936879 159563 SH SOLE 159563 0 0 SMUCKER J M CO COM NEW 832696405 2730073 27912 SH SOLE 27912 0 0 SNOWFLAKE INC COM SHS 833445109 49539166 225835 SH SOLE 225835 0 0 SOMNIGROUP INTERNATIONAL INC COM 88023U101 101941690 1141820 SH SOLE 1141820 0 0 SOUTHWEST AIRLS CO COM 844741108 1798599 43518 SH SOLE 43518 0 0 SOUTHWEST GAS HLDGS INC COM 844895102 163885201 2048053 SH SOLE 2048053 0 0 SPECTRUM BRANDS HLDGS INC NE COM 84790A105 3047819 51588 SH SOLE 51588 0 0 STUBHUB HLDGS INC CL A 86384P109 12602830 931473 SH SOLE 931473 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 504047149 1658650 SH SOLE 1658650 0 0 TAPESTRY INC COM 876030107 2501992 19582 SH SOLE 19582 0 0 TARGET CORP COM 87612E106 495299 5067 SH SOLE 5067 0 0 THE CAMPBELLS COMPANY COM 134429109 925451 33206 SH SOLE 33206 0 0 THREDUP INC CL A 88556E102 4419893 691689 SH SOLE 691689 0 0 TOPGOLF CALLAWAY BRANDS CORP COM 131193104 3012155 258111 SH SOLE 258111 0 0 TRUPANION INC COM 898202106 5002834 133873 SH SOLE 133873 0 0 TURNING PT BRANDS INC COM 90041L105 2349570 21675 SH SOLE 21675 0 0 TYSON FOODS INC CL A 902494103 2056390 35080 SH SOLE 35080 0 0 ULTA BEAUTY INC COM 90384S303 494293 817 SH SOLE 817 0 0 UNION PAC CORP COM 907818108 303771043 1313207 SH SOLE 1313207 0 0 UNIQURE NV SHS N90064101 15837353 661820 SH SOLE 661820 0 0 UNITED AIRLS HLDGS INC COM 910047109 2341734 20942 SH SOLE 20942 0 0 UNITED PARCEL SERVICE INC CL B 911312106 669533 6750 SH SOLE 6750 0 0 VALERO ENERGY CORP COM 91913Y100 2455036 15081 SH SOLE 15081 0 0 VAXCYTE INC COM 92243G108 62484495 1354237 SH SOLE 1354237 0 0 VISA INC COM CL A 92826C839 272453623 776863 SH SOLE 776863 0 0 VITA COCO CO INC COM 92846Q107 3104319 58561 SH SOLE 58561 0 0 VITAL FARMS INC COM 92847W103 1145241 35856 SH SOLE 35856 0 0 WALMART INC COM 931142103 1910793 17151 SH SOLE 17151 0 0 WAVE LIFE SCIENCES LTD SHS Y95308105 157764029 9280237 SH SOLE 9280237 0 0 WAVE LIFE SCIENCES LTD SHS Y95308105 6460000 380000 SH Call SOLE 380000 0 0 WD 40 CO COM 929236107 2104073 10686 SH SOLE 10686 0 0 WEIS MKTS INC COM 948849104 3151241 49169 SH SOLE 49169 0 0 WINMARK CORP COM 974250102 2808259 6935 SH SOLE 6935 0 0 YUM BRANDS INC COM 988498101 1666652 11017 SH SOLE 11017 0 0 ZOOM COMMUNICATIONS INC CL A 98980L101 4834570 56027 SH SOLE 56027 0 0