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
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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
ABBOTT LABS COM 002824100   3,757,877 38,801 SH   SOLE   38,801 0 0
ADVANCED MICRO DEVICES INC COM 007903107   4,882,819 47,489 SH   SOLE   47,489 0 0
ALARM COM HLDGS INC COM 011642105   4,309,575 70,487 SH   SOLE   70,487 0 0
ALPHABET INC CAP STK CL A 02079K305   15,787,474 120,644 SH   SOLE   120,644 0 0
ALPHABET INC CAP STK CL C 02079K107   23,389,267 177,393 SH   SOLE   177,393 0 0
AMAZON COM INC COM 023135106   32,859,249 258,490 SH   SOLE   258,490 0 0
AMETEK INC COM 031100100   6,298,566 42,627 SH   SOLE   42,627 0 0
AMPHENOL CORP NEW CL A 032095101   957,318 11,398 SH   SOLE   11,398 0 0
ANSYS INC COM 03662Q105   3,952,357 13,283 SH   SOLE   13,283 0 0
APPLE INC COM 037833100   69,718,767 407,212 SH   SOLE   407,212 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105   3,147,550 20,358 SH   SOLE   20,358 0 0
ARGENX SE SPONSORED ADR 04016X101   2,799,341 5,694 SH   SOLE   5,694 0 0
ARISTA NETWORKS INC COM 040413106   5,383,079 29,267 SH   SOLE   29,267 0 0
ARROWHEAD PHARMACEUTICALS IN COM 04280A100   1,280,920 47,671 SH   SOLE   47,671 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108   7,814,279 115,391 SH   SOLE   115,391 0 0
ATKORE INC COM 047649108   4,987,571 33,431 SH   SOLE   33,431 0 0
AVID TECHNOLOGY INC COM 05367P100   1,722,340 64,099 SH   SOLE   64,099 0 0
AXON ENTERPRISE INC COM 05464C101   2,177,150 10,941 SH   SOLE   10,941 0 0
AXONICS INC COM 05465P101   2,888,553 51,471 SH   SOLE   51,471 0 0
AXSOME THERAPEUTICS INC COM 05464T104   1,260,885 18,041 SH   SOLE   18,041 0 0
AZEK CO INC CL A 05478C105   2,899,591 97,498 SH   SOLE   97,498 0 0
BELLRING BRANDS INC COMMON STOCK 07831C103   2,772,017 67,233 SH   SOLE   67,233 0 0
BIOHAVEN LTD COM G1110E107   219,433 8,437 SH   SOLE   8,437 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101   3,981,518 55,787 SH   SOLE   55,787 0 0
BLUEPRINT MEDICINES CORP COM 09627Y109   694,342 13,826 SH   SOLE   13,826 0 0
BOOT BARN HLDGS INC COM 099406100   1,628,915 20,063 SH   SOLE   20,063 0 0
BROADCOM INC COM 11135F101   9,432,897 11,357 SH   SOLE   11,357 0 0
CACTUS INC CL A 127203107   1,896,783 37,777 SH   SOLE   37,777 0 0
CALLON PETE CO DEL COM 13123X508   2,370,242 60,589 SH   SOLE   60,589 0 0
CASELLA WASTE SYS INC CL A 147448104   4,844,745 63,496 SH   SOLE   63,496 0 0
CDW CORP COM 12514G108   1,012,633 5,019 SH   SOLE   5,019 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   1,273,122 695 SH   SOLE   695 0 0
CONMED CORP COM 207410101   2,241,996 22,231 SH   SOLE   22,231 0 0
CONSTELLATION BRANDS INC CL A 21036P108   5,551,880 22,090 SH   SOLE   22,090 0 0
CONSTRUCTION PARTNERS INC COM CL A 21044C107   4,995,924 136,650 SH   SOLE   136,650 0 0
COSTCO WHSL CORP NEW COM 22160K105   8,667,616 15,342 SH   SOLE   15,342 0 0
DANAHER CORPORATION COM 235851102   11,306,909 45,574 SH   SOLE   45,574 0 0
DESCARTES SYS GROUP INC COM 249906108   3,485,917 47,505 SH   SOLE   47,505 0 0
DEXCOM INC COM 252131107   3,983,537 42,696 SH   SOLE   42,696 0 0
DIAMONDBACK ENERGY INC COM 25278X109   462,162 2,984 SH   SOLE   2,984 0 0
DOUBLEVERIFY HLDGS INC COM 25862V105   4,473,817 160,065 SH   SOLE   160,065 0 0
ECOLAB INC COM 278865100   6,485,479 38,285 SH   SOLE   38,285 0 0
ELI LILLY & CO COM 532457108   28,358,853 52,797 SH   SOLE   52,797 0 0
ENDAVA PLC ADS 29260V105   3,901,119 68,023 SH   SOLE   68,023 0 0
ENOVIS CORPORATION COM 194014502   2,310,259 43,813 SH   SOLE   43,813 0 0
EOG RES INC COM 26875P101   4,758,824 37,542 SH   SOLE   37,542 0 0
EPAM SYS INC COM 29414B104   2,912,820 11,392 SH   SOLE   11,392 0 0
EQUINIX INC COM 29444U700   4,248,621 5,850 SH   SOLE   5,850 0 0
EURONET WORLDWIDE INC COM 298736109   2,315,276 29,167 SH   SOLE   29,167 0 0
EXACT SCIENCES CORP COM 30063P105   689,295 10,104 SH   SOLE   10,104 0 0
EXCELERATE ENERGY INC CL A COM 30069T101   1,755,273 103,009 SH   SOLE   103,009 0 0
EXLSERVICE HOLDINGS INC COM 302081104   6,429,684 229,304 SH   SOLE   229,304 0 0
EXPEDIA GROUP INC COM NEW 30212P303   996,996 9,673 SH   SOLE   9,673 0 0
FIVE BELOW INC COM 33829M101   4,956,203 30,803 SH   SOLE   30,803 0 0
FORTINET INC COM 34959E109   6,654,019 113,395 SH   SOLE   113,395 0 0
GALLAGHER ARTHUR J & CO COM 363576109   1,296,010 5,686 SH   SOLE   5,686 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   784,705 11,533 SH   SOLE   11,533 0 0
GROCERY OUTLET HLDG CORP COM 39874R101   2,355,776 81,656 SH   SOLE   81,656 0 0
GUARDANT HEALTH INC COM 40131M109   623,329 21,030 SH   SOLE   21,030 0 0
HALOZYME THERAPEUTICS INC COM 40637H109   3,123,117 81,757 SH   SOLE   81,757 0 0
HERC HLDGS INC COM 42704L104   3,027,737 25,456 SH   SOLE   25,456 0 0
HORIZON THERAPEUTICS PUB L SHS G46188101   6,763,700 58,464 SH   SOLE   58,464 0 0
IDEXX LABS INC COM 45168D104   945,815 2,163 SH   SOLE   2,163 0 0
INSMED INC COM PAR $.01 457669307   2,411,956 95,523 SH   SOLE   95,523 0 0
INSPIRE MED SYS INC COM 457730109   6,376,076 32,131 SH   SOLE   32,131 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   7,866,100 71,497 SH   SOLE   71,497 0 0
INTUIT COM 461202103   6,778,641 13,267 SH   SOLE   13,267 0 0
ISHARES TR CORE S&P US GWT 464287671   218,962 2,309 SH   SOLE   2,309 0 0
KENVUE INC COM 49177J102   751,474 37,424 SH   SOLE   37,424 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   386,874 2,924 SH   SOLE   2,924 0 0
KINDER MORGAN INC DEL COM 49456B101   168,287 10,150 SH   SOLE   10,150 0 0
KINSALE CAP GROUP INC COM 49714P108   5,068,123 12,238 SH   SOLE   12,238 0 0
KLA CORP COM NEW 482480100   8,209,097 17,898 SH   SOLE   17,898 0 0
LANTHEUS HLDGS INC COM 516544103   4,646,267 66,872 SH   SOLE   66,872 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104   4,912,962 57,174 SH   SOLE   57,174 0 0
LKQ CORP COM 501889208   4,871,586 98,396 SH   SOLE   98,396 0 0
MARSH & MCLENNAN COS INC COM 571748102   4,558,256 23,953 SH   SOLE   23,953 0 0
MASTERCARD INCORPORATED CL A 57636Q104   11,426,359 28,861 SH   SOLE   28,861 0 0
MATADOR RES CO COM 576485205   5,829,635 98,010 SH   SOLE   98,010 0 0
META PLATFORMS INC CL A 30303M102   15,247,065 50,788 SH   SOLE   50,788 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105   518,577 468 SH   SOLE   468 0 0
MICROSOFT CORP COM 594918104   70,308,684 222,672 SH   SOLE   222,672 0 0
MIDDLEBY CORP COM 596278101   4,648,448 36,316 SH   SOLE   36,316 0 0
MONOLITHIC PWR SYS INC COM 609839105   1,148,070 2,485 SH   SOLE   2,485 0 0
MSCI INC COM 55354G100   676,239 1,318 SH   SOLE   1,318 0 0
NETFLIX INC COM 64110L106   293,773 778 SH   SOLE   778 0 0
NIKE INC CL B 654106103   2,320,028 24,263 SH   SOLE   24,263 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105   4,884,692 320,939 SH   SOLE   320,939 0 0
NORTHERN OIL & GAS INC COM 665531307   1,756,361 43,658 SH   SOLE   43,658 0 0
NV5 GLOBAL INC COM 62945V109   3,044,717 31,640 SH   SOLE   31,640 0 0
NVIDIA CORPORATION COM 67066G104   28,708,035 65,997 SH   SOLE   65,997 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100   1,150,502 2,812 SH   SOLE   2,812 0 0
OLLIES BARGAIN OUTLET HLDGS COM 681116109   5,267,458 68,249 SH   SOLE   68,249 0 0
ONESPAWORLD HOLDINGS LIMITED COM P73684113   2,609,626 232,587 SH   SOLE   232,587 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   10,451,890 11,500 SH   SOLE   11,500 0 0
ORTHOPEDIATRICS CORP COM 68752L100   816,640 25,520 SH   SOLE   25,520 0 0
OUTSET MED INC COM 690145107   739,187 67,940 SH   SOLE   67,940 0 0
PALOMAR HLDGS INC COM 69753M105   2,535,115 49,953 SH   SOLE   49,953 0 0
PAYCOM SOFTWARE INC COM 70432V102   3,060,682 11,805 SH   SOLE   11,805 0 0
PENUMBRA INC COM 70975L107   1,720,464 7,112 SH   SOLE   7,112 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   2,767,654 198,256 SH   SOLE   198,256 0 0
PETCO HEALTH & WELLNESS CO I COM 71601V105   625,238 152,870 SH   SOLE   152,870 0 0
Q2 HLDGS INC COM 74736L109   2,905,849 90,048 SH   SOLE   90,048 0 0
QUALCOMM INC COM 747525103   862,381 7,765 SH   SOLE   7,765 0 0
R1 RCM INC COM 77634L105   4,082,101 270,876 SH   SOLE   270,876 0 0
RBC BEARINGS INC COM 75524B104   3,018,872 12,894 SH   SOLE   12,894 0 0
REGAL REXNORD CORPORATION COM 758750103   1,149,327 8,044 SH   SOLE   8,044 0 0
ROPER TECHNOLOGIES INC COM 776696106   6,658,850 13,750 SH   SOLE   13,750 0 0
ROSS STORES INC COM 778296103   10,024,651 88,753 SH   SOLE   88,753 0 0
SAIA INC COM 78709Y105   8,854,415 22,211 SH   SOLE   22,211 0 0
SCHRODINGER INC COM 80810D103   1,037,368 36,695 SH   SOLE   36,695 0 0
SERVICENOW INC COM 81762P102   5,079,828 9,088 SH   SOLE   9,088 0 0
SHOCKWAVE MED INC COM 82489T104   1,994,584 10,018 SH   SOLE   10,018 0 0
SITIME CORP COM 82982T106   1,618,923 14,170 SH   SOLE   14,170 0 0
SPS COMM INC COM 78463M107   6,442,234 37,760 SH   SOLE   37,760 0 0
STERIS PLC SHS USD G8473T100   4,934,975 22,491 SH   SOLE   22,491 0 0
STRYKER CORPORATION COM 863667101   6,273,733 22,958 SH   SOLE   22,958 0 0
SYNOPSYS INC COM 871607107   2,367,826 5,159 SH   SOLE   5,159 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   462,023 3,291 SH   SOLE   3,291 0 0
TESLA INC COM 88160R101   8,064,591 32,230 SH   SOLE   32,230 0 0
T-MOBILE US INC COM 872590104   6,685,287 47,735 SH   SOLE   47,735 0 0
TRANSDIGM GROUP INC COM 893641100   8,891,649 10,546 SH   SOLE   10,546 0 0
TRANSMEDICS GROUP INC COM 89377M109   713,612 13,034 SH   SOLE   13,034 0 0
TRAVERE THERAPEUTICS INC COM 89422G107   664,367 74,314 SH   SOLE   74,314 0 0
TREACE MED CONCEPTS INC COM 89455T109   1,162,398 88,665 SH   SOLE   88,665 0 0
TREEHOUSE FOODS INC COM 89469A104   5,819,891 133,545 SH   SOLE   133,545 0 0
TYLER TECHNOLOGIES INC COM 902252105   1,492,431 3,865 SH   SOLE   3,865 0 0
UNILEVER PLC SPON ADR NEW 904767704   4,605,957 93,238 SH   SOLE   93,238 0 0
UNITED RENTALS INC COM 911363109   2,576,728 5,796 SH   SOLE   5,796 0 0
UNITEDHEALTH GROUP INC COM 91324P102   16,886,331 33,492 SH   SOLE   33,492 0 0
VERISK ANALYTICS INC COM 92345Y106   8,119,805 34,371 SH   SOLE   34,371 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   677,050 1,947 SH   SOLE   1,947 0 0
VICOR CORP COM 925815102   2,077,993 35,286 SH   SOLE   35,286 0 0
VISA INC COM CL A 92826C839   14,044,411 61,060 SH   SOLE   61,060 0 0
WASTE CONNECTIONS INC COM 94106B101   2,241,333 16,689 SH   SOLE   16,689 0 0
WATERS CORP COM 941848103   546,501 1,993 SH   SOLE   1,993 0 0
WATSCO INC COM 942622200   792,834 2,099 SH   SOLE   2,099 0 0
WEX INC COM 96208T104   3,870,704 20,579 SH   SOLE   20,579 0 0
WINGSTOP INC COM 974155103   2,551,210 14,186 SH   SOLE   14,186 0 0
XPONENTIAL FITNESS INC COM CL A 98422X101   3,140,254 202,597 SH   SOLE   202,597 0 0
YETI HLDGS INC COM 98585X104   6,199,260 128,562 SH   SOLE   128,562 0 0
YUM CHINA HLDGS INC COM 98850P109   978,945 17,569 SH   SOLE   17,569 0 0