0001062993-23-014896.txt : 20230714
0001062993-23-014896.hdr.sgml : 20230714
20230714121023
ACCESSION NUMBER: 0001062993-23-014896
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230630
FILED AS OF DATE: 20230714
DATE AS OF CHANGE: 20230714
EFFECTIVENESS DATE: 20230714
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: WCM INVESTMENT MANAGEMENT, LLC
CENTRAL INDEX KEY: 0001061186
IRS NUMBER: 953046237
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-07104
FILM NUMBER: 231088510
BUSINESS ADDRESS:
STREET 1: 281 BROOKS STREET
CITY: LAGUNA BEACH
STATE: CA
ZIP: 92651
BUSINESS PHONE: 9493800200
MAIL ADDRESS:
STREET 1: 281 BROOKS STREET
CITY: LAGUNA BEACH
STATE: CA
ZIP: 92651
FORMER COMPANY:
FORMER CONFORMED NAME: WCM INVESTMENT MANAGEMENT/CA
DATE OF NAME CHANGE: 19990324
13F-HR
1
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0001061186
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06-30-2023
06-30-2023
WCM INVESTMENT MANAGEMENT, LLC
281 BROOKS STREET
LAGUNA BEACH
CA
92651
13F HOLDINGS REPORT
028-07104
000104702
801-11916
N
David Joerger
Chief Compliance Officer
949-380-0200
/s/ David Joerger
Laguna Beach
CA
07-13-2023
0
218
33475072228
false
INFORMATION TABLE
2
form13fInfoTable.xml
FORM 13F INFORMATION TABLE
ABCAM PLC
ADS
000380204
20346995
860702
SH
SOLE
860702
0
0
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
999614423
3229563
SH
SOLE
3214904
0
14659
ACI WORLDWIDE INC
COM
004498101
10722104
456454
SH
SOLE
365987
0
90467
ADDUS HOMECARE CORP
COM
006739106
47796029
512943
SH
SOLE
512943
0
0
ADVANCED MICRO DEVICES INC
COM
007903107
23129543
202784
SH
SOLE
202784
0
0
ALCON AG
ORD SHS
H01301128
2512022
30482
SH
SOLE
30482
0
0
AMAZON COM INC
COM
023135106
629365435
4827903
SH
SOLE
4395890
120200
311813
AMERICAN WOODMARK CORPORATIO
COM
030506109
28562444
371810
SH
SOLE
371810
0
0
AMERICAS CAR-MART INC
COM
03062T105
24937502
245835
SH
SOLE
245835
0
0
AMN HEALTHCARE SVCS INC
COM
001744101
13776400
126250
SH
SOLE
99050
0
27200
AMPHENOL CORP NEW
CL A
032095101
4020004
47322
SH
SOLE
47322
0
0
AON PLC
SHS CL A
G0403H108
1737591599
5033579
SH
SOLE
5010489
0
23090
APELLIS PHARMACEUTICALS INC
COM
03753U106
5380730
59064
SH
SOLE
50884
0
8180
API GROUP CORP
COM STK
00187Y100
33488755
1223557
SH
SOLE
1223557
0
0
APPLIED INDL TECHNOLOGIES IN
COM
03820C105
15962149
110213
SH
SOLE
86430
0
23783
ARCH CAP GROUP LTD
ORD
G0450A105
1038856749
13752406
SH
SOLE
13689213
0
63193
ARISTA NETWORKS INC
COM
040413106
465633709
2873218
SH
SOLE
2594174
78890
200154
ARROWHEAD PHARMACEUTICALS IN
COM
04280A100
5407019
151627
SH
SOLE
138858
0
12769
ASHLAND INC
COM
044186104
2219881
25402
SH
SOLE
25402
0
0
ASML HOLDING N V
N Y REGISTRY SHS
N07059210
1482115866
2045003
SH
SOLE
2035928
0
9075
ASTRAZENECA PLC
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046353108
365095503
5101237
SH
SOLE
5095410
0
5827
ATLASSIAN CORPORATION
CL A
049468101
1591264031
9503488
SH
SOLE
9267090
55780
180618
ATRICURE INC
COM
04963C209
9974076
202068
SH
SOLE
161375
0
40693
AVIENT CORPORATION
COM
05368V106
15148256
370373
SH
SOLE
293047
0
77326
AXSOME THERAPEUTICS INC
COM
05464T104
6774817
94278
SH
SOLE
79565
0
14713
AZEK CO INC
CL A
05478C105
19831650
651928
SH
SOLE
651928
0
0
AZENTA INC
COM
114340102
46380781
993590
SH
SOLE
943889
0
49701
BAIDU INC
SPON ADR REP A
056752108
1504230
10987
SH
SOLE
10987
0
0
BAKER HUGHES COMPANY
CL A
05722G100
2869578
90752
SH
SOLE
90752
0
0
BEACON ROOFING SUPPLY INC
COM
073685109
36833007
440165
SH
SOLE
440165
0
0
BILL HOLDINGS INC
COM
090043100
211425586
1809376
SH
SOLE
1633796
38130
137450
BOOT BARN HLDGS INC
COM
099406100
14063706
166061
SH
SOLE
130387
0
35674
BOOZ ALLEN HAMILTON HLDG COR
CL A
099502106
459624082
4118495
SH
SOLE
3726259
108440
283796
BRIDGEBIO PHARMA INC
COM
10806X102
4792849
278654
SH
SOLE
218618
0
60036
BROOKFIELD ASSET MANAGMT LTD
CL A LMT VTG SHS
113004105
938732
28769
SH
SOLE
28769
0
0
BROOKFIELD CORP
CL A LTD VT SH
11271J107
894787
26591
SH
SOLE
26591
0
0
BROWN & BROWN INC
COM
115236101
6582128
95200
SH
SOLE
95200
0
0
CAESARS ENTERTAINMENT INC NE
COM
12769G100
15360880
301371
SH
SOLE
233926
0
67445
CANADIAN NAT RES LTD
COM
136385101
1716774
30515
SH
SOLE
30515
0
0
CANADIAN PACIFIC KANSAS CITY
COM
13646K108
2526592758
31281327
SH
SOLE
30615022
152870
513435
CARMAX INC
COM
143130102
3419837
40606
SH
SOLE
40606
0
0
CASELLA WASTE SYS INC
CL A
147448104
15263890
168755
SH
SOLE
132427
0
36328
CASEYS GEN STORES INC
COM
147528103
16791382
68851
SH
SOLE
54986
0
13865
CDW CORP
COM
12514G108
232177
1263
SH
SOLE
1263
0
0
CGI INC
CL A SUB VTG
12532H104
1809599
17125
SH
SOLE
17125
0
0
CHIPOTLE MEXICAN GRILL INC
COM
169656105
12070521
5719
SH
SOLE
5719
0
0
CHUBB LIMITED
COM
H1467J104
1092585
5674
SH
SOLE
5674
0
0
CI&T INC
COM CL A
G21307106
8668727
1430483
SH
SOLE
1430483
0
0
CLARUS CORP NEW
COM
18270P109
3852364
421484
SH
SOLE
329981
0
91503
CONTROLADORA VUELA COMP DE A
SPON ADR RP 10
21240E105
16443963
1165412
SH
SOLE
1165412
0
0
CORTEVA INC
COM
22052L104
253574697
4425387
SH
SOLE
4019852
111960
293575
COSTCO WHSL CORP NEW
COM
22160K105
280288720
520615
SH
SOLE
470302
13910
36403
COUPANG INC
CL A
22266T109
21110038
1205599
SH
SOLE
1165217
0
40382
CREDICORP LTD
COM
G2519Y108
2324900
15695
SH
SOLE
15695
0
0
CRYOPORT INC
COM PAR $0.001
229050307
5074001
294145
SH
SOLE
239755
0
54390
CSW INDUSTRIALS INC
COM
126402106
12933879
78056
SH
SOLE
78056
0
0
CUBESMART
COM
229663109
2636984
59782
SH
SOLE
1411
0
58371
CUSHMAN WAKEFIELD PLC
SHS
G2717B108
14598630
1802300
SH
SOLE
1802300
0
0
DATADOG INC
CL A COM
23804L103
610366540
6204173
SH
SOLE
5634548
158260
411365
DESCARTES SYS GROUP INC
COM
249906108
221106
2759
SH
SOLE
2759
0
0
DEXCOM INC
COM
252131107
14193115
109973
SH
SOLE
109973
0
0
DOCGO INC
COM
256086109
11762609
1258033
SH
SOLE
1258033
0
0
DORMAN PRODS INC
COM
258278100
23519667
297755
SH
SOLE
297755
0
0
E2OPEN PARENT HOLDINGS INC
COM CL A
29788T103
18001591
3203130
SH
SOLE
3203130
0
0
EAST WEST BANCORP INC
COM
27579R104
2188095
41316
SH
SOLE
0
0
41316
EASTGROUP PPTYS INC
COM
277276101
2618109
15203
SH
SOLE
0
0
15203
ELASTIC N V
ORD SHS
N14506104
16964520
263916
SH
SOLE
263916
0
0
ELEMENT SOLUTIONS INC
COM
28618M106
37712290
1959080
SH
SOLE
1959080
0
0
EMCOR GROUP INC
COM
29084Q100
28400995
153577
SH
SOLE
153577
0
0
ENDAVA PLC
ADS
29260V105
1443414
27710
SH
SOLE
27710
0
0
ENSTAR GROUP LIMITED
SHS
G3075P101
32852793
134230
SH
SOLE
134230
0
0
ENTEGRIS INC
COM
29362U104
568059345
5097903
SH
SOLE
4633295
129210
335398
EOG RES INC
COM
26875P101
2811553
24881
SH
SOLE
24881
0
0
EPAM SYS INC
COM
29414B104
652573121
2895178
SH
SOLE
2874223
0
20955
EPLUS INC
COM
294268107
39315405
699936
SH
SOLE
699936
0
0
EURONET WORLDWIDE INC
COM
298736109
15101411
128665
SH
SOLE
101014
0
27651
EVERCORE INC
CLASS A
29977A105
14986603
120326
SH
SOLE
91093
0
29233
FABRINET
SHS
G3323L100
46388287
353758
SH
SOLE
341449
0
12309
FERGUSON PLC NEW
SHS
G3421J106
299509636
1898755
SH
SOLE
1893164
0
5591
FERRARI N V
COM
N3167Y103
553659552
1697353
SH
SOLE
1692733
0
4620
FIVE BELOW INC
COM
33829M101
14228047
72154
SH
SOLE
56602
0
15552
FIVE9 INC
COM
338307101
23559332
283950
SH
SOLE
226200
0
57750
FLOOR & DECOR HLDGS INC
CL A
339750101
461301572
4411836
SH
SOLE
3987787
117250
306799
FOCUS FINL PARTNERS INC
COM CL A
34417P100
27517550
524044
SH
SOLE
478622
0
45422
FOMENTO ECONOMICO MEXICANO S
SPON ADR UNITS
344419106
71993979
650999
SH
SOLE
629998
0
21001
FOX FACTORY HLDG CORP
COM
35138V102
15026490
137316
SH
SOLE
107971
0
29345
GALLAGHER ARTHUR J & CO
COM
363576109
560761854
2553909
SH
SOLE
2308040
67990
177879
GLOBAL BLUE GROUP HOLDING AG
ORD SHS
H33700107
10306725
2065476
SH
SOLE
2065476
0
0
GLOBANT S A
COM
L44385109
70483550
389025
SH
SOLE
379333
0
9692
GODADDY INC
CL A
380237107
5590020
73991
SH
SOLE
73991
0
0
GRACO INC
COM
384109104
5055731
58441
SH
SOLE
58441
0
0
GROCERY OUTLET HLDG CORP
COM
39874R101
27648939
899445
SH
SOLE
899445
0
0
GRUPO AEROPUERTO DEL PACIFIC
SPON ADR B
400506101
1000842
5643
SH
SOLE
5643
0
0
HALEON PLC
SPON ADS
405552100
1199282
145898
SH
SOLE
145898
0
0
HALOZYME THERAPEUTICS INC
COM
40637H109
8639250
236368
SH
SOLE
184737
0
51631
HAYWARD HLDGS INC
COM
421298100
9941500
770062
SH
SOLE
770062
0
0
HDFC BANK LTD
SPONSORED ADS
40415F101
3061100
43730
SH
SOLE
43730
0
0
HEALTH CATALYST INC
COM
42225T107
7919252
635574
SH
SOLE
509700
0
125874
HEICO CORP NEW
COM
422806109
130758
736
SH
SOLE
736
0
0
HEICO CORP NEW
CL A
422806208
342352170
2421161
SH
SOLE
2166375
70450
184336
HESS CORP
COM
42809H107
809853
6050
SH
SOLE
6050
0
0
HILLMAN SOLUTIONS CORP
COM
431636109
22666366
2510118
SH
SOLE
2510118
0
0
IAC INC
COM NEW
44891N208
16751556
265729
SH
SOLE
212433
0
53296
ICICI BANK LIMITED
ADR
45104G104
1647166550
71336793
SH
SOLE
69208275
524270
1604248
ICON PLC
SHS
G4705A100
1465753346
5827350
SH
SOLE
5800849
0
26501
ICU MED INC
COM
44930G107
31428805
175737
SH
SOLE
175737
0
0
ILLUMINA INC
COM
452327109
616803
3300
SH
SOLE
3300
0
0
INGEVITY CORP
COM
45688C107
11485724
196203
SH
SOLE
152968
0
43235
INSMED INC
COM PAR $.01
457669307
5985580
284621
SH
SOLE
247980
0
36641
INSPIRE MED SYS INC
COM
457730109
12301968
38540
SH
SOLE
38540
0
0
INTER PARFUMS INC
COM
458334109
24552881
182062
SH
SOLE
182062
0
0
INTERNATIONAL FLAVORS&FRAGRA
COM
459506101
1569506
20171
SH
SOLE
20171
0
0
INTUITIVE SURGICAL INC
COM NEW
46120E602
9522874
27715
SH
SOLE
27715
0
0
ISHARES INC
ESG AWR MSCI EM
46434G863
1962540
61988
SH
SOLE
61988
0
0
ISHARES TR
MSCI EAFE ETF
464287465
233233
3217
SH
SOLE
3217
0
0
ISHARES TR
RUS 2000 VAL ETF
464287630
80650
573
SH
SOLE
573
0
0
ISHARES TR
MSCI ACWI ETF
464288257
9402
98
SH
SOLE
98
0
0
ISHARES TR
MSCI INDIA ETF
46429B598
2108658
48242
SH
SOLE
48242
0
0
ISHARES TR
MSCI SAUDI ARBIA
46434V423
67659
1645
SH
SOLE
1645
0
0
JOHN BEAN TECHNOLOGIES CORP
COM
477839104
18765538
153627
SH
SOLE
120228
0
33399
JONES LANG LASALLE INC
COM
48020Q107
3547302
22948
SH
SOLE
22948
0
0
KARUNA THERAPEUTICS INC
COM
48576A100
4160275
19193
SH
SOLE
16221
0
2972
KEROS THERAPEUTICS INC
COM
492327101
3802807
95213
SH
SOLE
75859
0
19354
LAM RESEARCH CORP
COM
512807108
380712616
587846
SH
SOLE
530735
15890
41221
LANCASTER COLONY CORP
COM
513847103
19680753
97812
SH
SOLE
97812
0
0
LANDSTAR SYS INC
COM
515098101
33077611
171431
SH
SOLE
171431
0
0
LESLIES INC
COM
527064109
18677408
1993320
SH
SOLE
1993320
0
0
LINCOLN ELEC HLDGS INC
COM
533900106
2918419
14661
SH
SOLE
14661
0
0
LINDE PLC
SHS
G54950103
1426835764
3738304
SH
SOLE
3603968
33960
100376
LPL FINL HLDGS INC
COM
50212V100
532164345
2446845
SH
SOLE
2222591
62010
162244
MACOM TECH SOLUTIONS HLDGS I
COM
55405Y100
14402570
219853
SH
SOLE
181689
0
38164
MASCO CORP
COM
574599106
3992756
69633
SH
SOLE
69633
0
0
MASTERCARD INCORPORATED
CL A
57636Q104
3182094
8085
SH
SOLE
8085
0
0
MATADOR RES CO
COM
576485205
17980882
341647
SH
SOLE
279417
0
62230
MCKESSON CORP
COM
58155Q103
461215406
1074468
SH
SOLE
971737
28540
74191
MERCADOLIBRE INC
COM
58733R102
11898250
9981
SH
SOLE
9981
0
0
MERCURY SYS INC
COM
589378108
9761598
283109
SH
SOLE
218259
0
64850
MERIDIANLINK INC
COMMON STOCK
58985J105
20432366
984218
SH
SOLE
984218
0
0
METTLER TOLEDO INTERNATIONAL
COM
592688105
1230189923
928095
SH
SOLE
896926
7800
23369
MICRON TECHNOLOGY INC
COM
595112103
758772
11795
SH
SOLE
11795
0
0
MICROSOFT CORP
COM
594918104
653529697
1918929
SH
SOLE
1739331
49890
129708
MKS INSTRS INC
COM
55306N104
4740200
43753
SH
SOLE
43753
0
0
MONSTER BEVERAGE CORP NEW
COM
61174X109
4206776
73225
SH
SOLE
73225
0
0
NATERA INC
COM
632307104
3471852
70970
SH
SOLE
55315
0
15655
NETFLIX INC
COM
64110L106
2643480
6000
SH
SOLE
6000
0
0
NICE LTD
SPONSORED ADR
653656108
936655
4514
SH
SOLE
4514
0
0
NOVANTA INC
COM
67000B104
10149076
54712
SH
SOLE
54712
0
0
NOVO-NORDISK A S
ADR
670100205
560373785
3467660
SH
SOLE
3463582
0
4078
NVIDIA CORPORATION
COM
67066G104
306625064
751127
SH
SOLE
677397
20690
53040
OLD DOMINION FREIGHT LINE IN
COM
679580100
368940474
998756
SH
SOLE
899022
27530
72204
OLLIES BARGAIN OUTLET HLDGS
COM
681116109
23736339
408332
SH
SOLE
408332
0
0
PAYCOM SOFTWARE INC
COM
70432V102
12768611
39790
SH
SOLE
39790
0
0
PERFORMANCE FOOD GROUP CO
COM
71377A103
14495158
239629
SH
SOLE
184412
0
55217
PERMIAN RESOURCES CORP
CLASS A COM
71424F105
13799566
1254506
SH
SOLE
982079
0
272427
PLANET FITNESS INC
CL A
72703H101
17015175
252002
SH
SOLE
201522
0
50480
POWER INTEGRATIONS INC
COM
739276103
16019494
168272
SH
SOLE
136799
0
31473
PRIMERICA INC
COM
74164M108
18396785
92307
SH
SOLE
70851
0
21456
PRIVIA HEALTH GROUP INC
COM
74276R102
9472631
361827
SH
SOLE
290817
0
71010
PROCORE TECHNOLOGIES INC
COM
74275K108
13670084
210893
SH
SOLE
180016
0
30877
PTC INC
COM
69370C100
4534688
31780
SH
SOLE
31780
0
0
R1 RCM INC
COM
77634L105
10661981
580086
SH
SOLE
580086
0
0
REGAL REXNORD CORPORATION
COM
758750103
13639906
90074
SH
SOLE
72420
0
17654
RELX PLC
SPONSORED ADR
759530108
1198198
35842
SH
SOLE
35842
0
0
REPLIGEN CORP
COM
759916109
17986785
126873
SH
SOLE
116349
0
10524
RESMED INC
COM
761152107
768718908
3504371
SH
SOLE
3488140
0
16231
REXFORD INDL RLTY INC
COM
76169C100
12820362
249181
SH
SOLE
186873
0
62308
ROCKET PHARMACEUTICALS INC
COM
77313F106
5621899
282934
SH
SOLE
234731
0
48203
RYANAIR HOLDINGS PLC
SPONSORED ADS
783513203
1211649
10996
SH
SOLE
10996
0
0
SAIA INC
COM
78709Y105
18165467
53010
SH
SOLE
40369
0
12641
SCHLUMBERGER LTD
COM STK
806857108
1996906
40366
SH
SOLE
40366
0
0
SCIENCE APPLICATIONS INTL CO
COM
808625107
10400374
92055
SH
SOLE
84473
0
7582
SHIFT4 PMTS INC
CL A
82452J109
12333446
180975
SH
SOLE
139768
0
41207
SHOCKWAVE MED INC
COM
82489T104
28433142
99302
SH
SOLE
90118
0
9184
SHOPIFY INC
CL A
82509L107
9868823
152650
SH
SOLE
152650
0
0
SIMULATIONS PLUS INC
COM
829214105
1747000
40078
SH
SOLE
40078
0
0
SITEONE LANDSCAPE SUPPLY INC
COM
82982L103
4192699
25043
SH
SOLE
25043
0
0
SMARTSHEET INC
COM CL A
83200N103
10617482
278163
SH
SOLE
223375
0
54788
SNOWFLAKE INC
CL A
833445109
338397979
1917269
SH
SOLE
1742676
48500
126093
SONY GROUP CORPORATION
SPONSORED ADR
835699307
2057339
22796
SH
SOLE
22796
0
0
SP PLUS CORP
COM
78469C103
12818636
325594
SH
SOLE
325594
0
0
SPS COMM INC
COM
78463M107
21477696
111863
SH
SOLE
90121
0
21742
STERIS PLC
SHS USD
G8473T100
1240039847
5492005
SH
SOLE
5466810
0
25195
STEVANATO GROUP S P A
ORD SHS
T9224W109
18152397
556822
SH
SOLE
556822
0
0
STRYKER CORPORATION
COM
863667101
587230516
1921943
SH
SOLE
1734799
51745
135399
SUPER MICRO COMPUTER INC
COM
86800U104
8660990
36710
SH
SOLE
30986
0
5724
SURGERY PARTNERS INC
COM
86881A100
18961673
417658
SH
SOLE
333007
0
84651
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
1420912
14024
SH
SOLE
14024
0
0
TETRA TECH INC NEW
COM
88162G103
46258273
280915
SH
SOLE
255528
0
25387
TEXAS ROADHOUSE INC
COM
882681109
16960323
151175
SH
SOLE
120730
0
30445
TFI INTL INC
COM
87241L109
2038274
17662
SH
SOLE
17662
0
0
THERMO FISHER SCIENTIFIC INC
COM
883556102
509927459
975415
SH
SOLE
881386
26000
68029
THOMSON REUTERS CORP.
COM
884903808
82986169
613712
SH
SOLE
608346
0
5366
THOUGHTWORKS HOLDING INC
COM
88546E105
10357955
1368290
SH
SOLE
1368290
0
0
TIMKEN CO
COM
887389104
17069470
185679
SH
SOLE
144446
0
41233
TOPGOLF CALLAWAY BRANDS CORP
COM
131193104
13389654
668480
SH
SOLE
510795
0
157685
TRANE TECHNOLOGIES PLC
SHS
G8994E103
1773526
9240
SH
SOLE
9240
0
0
TREX CO INC
COM
89531P105
14826463
224916
SH
SOLE
177133
0
47783
UBS GROUP AG
SHS
H42097107
1183471
59144
SH
SOLE
59144
0
0
UFP INDUSTRIES INC
COM
90278Q108
18633608
190879
SH
SOLE
149928
0
40951
ULTRAGENYX PHARMACEUTICAL IN
COM
90400D108
4867197
105305
SH
SOLE
78616
0
26689
UNIFIRST CORP MASS
COM
904708104
20349791
130197
SH
SOLE
130197
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
568408920
1182264
SH
SOLE
1068461
31460
82343
VEEVA SYS INC
CL A COM
922475108
17399627
87988
SH
SOLE
87988
0
0
VERRA MOBILITY CORP
CL A COM STK
92511U102
42140729
2132628
SH
SOLE
2132628
0
0
VIRTUS INVT PARTNERS INC
COM
92828Q109
22383123
112382
SH
SOLE
112382
0
0
VISA INC
COM CL A
92826C839
585617252
2461197
SH
SOLE
2225000
65310
170887
WASTE CONNECTIONS INC
COM
94106B101
1293015384
9061075
SH
SOLE
8708496
89780
262799
WATSCO INC
COM
942622200
5549834
14498
SH
SOLE
14498
0
0
WEX INC
COM
96208T104
18228102
99618
SH
SOLE
81271
0
18347
WILLSCOT MOBIL MINI HLDNG CO
COM CL A
971378104
17647779
367892
SH
SOLE
280018
0
87874
WINGSTOP INC
COM
974155103
17517157
87289
SH
SOLE
68395
0
18894
WNS HLDGS LTD
SPON ADR
92932M101
68495915
926873
SH
SOLE
864470
0
62403
WORKDAY INC
CL A
98138H101
792470
3500
SH
SOLE
3500
0
0
WYNDHAM HOTELS & RESORTS INC
COM
98311A105
21966781
318590
SH
SOLE
318590
0
0
YANDEX N V
SHS CLASS A
N97284108
0
1359718
SH
SOLE
1326974
0
32744
YETI HLDGS INC
COM
98585X104
4079135
105268
SH
SOLE
105268
0
0
ZOOMINFO TECHNOLOGIES INC
COMMON STOCK
98980F104
5786536
227012
SH
SOLE
227012
0
0
ZTO EXPRESS CAYMAN INC
SPONSORED ADS A
98980A105
52169677
2085119
SH
SOLE
2011537
0
73582