0001085146-23-002316.txt : 20230512
0001085146-23-002316.hdr.sgml : 20230512
20230512172232
ACCESSION NUMBER: 0001085146-23-002316
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230331
FILED AS OF DATE: 20230512
DATE AS OF CHANGE: 20230512
EFFECTIVENESS DATE: 20230512
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: WESTFIELD CAPITAL MANAGEMENT CO LP
CENTRAL INDEX KEY: 0001177719
IRS NUMBER: 800175963
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-10220
FILM NUMBER: 23917114
BUSINESS ADDRESS:
STREET 1: ONE FINANCIAL CENTER
STREET 2: 23RD FLOOR
CITY: BOSTON
STATE: MA
ZIP: 02111
BUSINESS PHONE: 6174287100
MAIL ADDRESS:
STREET 1: ONE FINANCIAL CENTER
STREET 2: 23RD FLOOR
CITY: BOSTON
STATE: MA
ZIP: 02111
FORMER COMPANY:
FORMER CONFORMED NAME: WESTFIELD CAPITAL MANAGEMENT CO LLC
DATE OF NAME CHANGE: 20020717
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
false
false
0001177719
XXXXXXXX
03-31-2023
03-31-2023
false
WESTFIELD CAPITAL MANAGEMENT CO LP
ONE FINANCIAL CENTER
23RD FLOOR
BOSTON
MA
02111
13F HOLDINGS REPORT
028-10220
000146990
801-69413
N
Brandi McMahon
Vice President, Director of Compliance
617-428-7100
/s/ Brandi McMahon
Boston
MA
05-12-2023
0
222
14150980920
false
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
89BIO INC
COM
282559103
BBG00QKDZ985
11501848
755210
SH
SOLE
617080
0
138130
AAON INC
COM PAR $0.004
000360206
BBG001S6CZK0
42093895
435349
SH
SOLE
376429
0
58920
ABBVIE INC
COM
00287Y109
BBG0025Y4RZ3
13230419
83017
SH
SOLE
61970
0
21047
ADVANCED DRAIN SYS INC DEL
COM
00790R104
BBG001SH4LQ0
3910712
46440
SH
SOLE
46440
0
0
ADVANCED MICRO DEVICES INC
COM
007903107
BBG001S5NN36
11818438
120584
SH
SOLE
112011
0
8573
ALKERMES PLC
SHS
G01767105
BBG001S6RXM7
100764253
3574468
SH
SOLE
3158836
0
415632
ALPHABET INC
CAP STK CL A
02079K305
BBG009S39JY5
327776531
3159901
SH
SOLE
2780198
0
379703
ALPHABET INC
CAP STK CL C
02079K107
BBG009S3NB21
8752432
84158
SH
SOLE
59399
0
24759
AMAZON COM INC
COM
023135106
BBG001S5PQL7
198342313
1920247
SH
SOLE
1676897
0
243350
AMEDISYS INC
COM
023436108
BBG001S5NN72
25218530
342876
SH
SOLE
279861
0
63015
AMERICAN FINL GROUP INC OHIO
COM
025932104
BBG001S8JK86
12911441
106267
SH
SOLE
83758
0
22509
AMERICAN INTL GROUP INC
COM NEW
026874784
BBG001S5NJG1
4042196
80266
SH
SOLE
55361
0
24905
AMERIPRISE FINL INC
COM
03076C106
BBG001SK6096
50937848
166192
SH
SOLE
135302
0
30890
AMETEK INC
COM
031100100
BBG001S5NN54
159404318
1096844
SH
SOLE
887597
0
209247
ANALOG DEVICES INC
COM
032654105
BBG001S5ND38
3089057
15663
SH
SOLE
10798
0
4865
APELLIS PHARMACEUTICALS INC
COM
03753U106
BBG007KGRPZ3
52256546
792246
SH
SOLE
688676
0
103570
APPLE INC
COM
037833100
BBG001S5N8V8
486495730
2950247
SH
SOLE
2572870
0
377377
APPLIED MATLS INC
COM
038222105
BBG001S5NMM7
50738002
413075
SH
SOLE
338806
0
74269
APTIV PLC
SHS
G6095L109
BBG001TRL2T7
55206248
492078
SH
SOLE
375561
0
116517
ARES MANAGEMENT CORPORATION
CL A COM STK
03990B101
BBG0068KVVC7
74910096
897772
SH
SOLE
814362
0
83410
ASCENDIS PHARMA A/S
SPONSORED ADR
04351P101
BBG007R7VP72
337327617
3146126
SH
SOLE
2775516
0
370610
ATKORE INC
COM
047649108
BBG001T8LDZ8
99006230
704771
SH
SOLE
615735
0
89036
ATLASSIAN CORPORATION
CL A
049468101
BBG01BGWHFS4
64550603
377114
SH
SOLE
326595
0
50519
AVANTOR INC
COM
05352A100
BBG00G2HHYF5
96703697
4574442
SH
SOLE
3718194
0
856248
AVERY DENNISON CORP
COM
053611109
BBG001S5NZM8
63808943
356614
SH
SOLE
322427
0
34187
AVIENT CORPORATION
COM
05368V106
BBG001S6RCD3
33405868
811610
SH
SOLE
666050
0
145560
AXALTA COATING SYS LTD
COM
G0750C108
BBG0060CPLK3
34311785
1132776
SH
SOLE
938166
0
194610
AXON ENTERPRISE INC
COM
05464C101
BBG001SB2HG5
647568
2880
SH
SOLE
2880
0
0
AZENTA INC
COM
114340102
BBG001S8F1B8
26265563
588650
SH
SOLE
483200
0
105450
BANK AMERICA CORP
COM
060505104
BBG001S5P0Y0
5340621
186735
SH
SOLE
128675
0
58060
BHP GROUP LTD
SPONSORED ADS
088606108
BBG001S5P5K4
3374744
53221
SH
SOLE
44651
0
8570
BIO RAD LABS INC
CL A
090572207
BBG001S625W4
184736937
385656
SH
SOLE
343431
0
42225
BLACK KNIGHT INC
COM
09215C105
BBG00GX77ML3
664818
11550
SH
SOLE
11550
0
0
BLACKROCK INC
COM
09247X101
BBG001SDBP55
5462027
8163
SH
SOLE
5603
0
2560
BOOZ ALLEN HAMILTON HLDG COR
CL A
099502106
BBG001T91S76
56726743
612005
SH
SOLE
554935
0
57070
BOX INC
CL A
10316T104
BBG001T5R852
26085396
973699
SH
SOLE
798259
0
175440
BRIGHT HORIZONS FAM SOL IN D
COM
109194100
BBG003LFWPT4
2883276
37450
SH
SOLE
37450
0
0
BROADCOM INC
COM
11135F101
BBG00KHY5SY8
15000488
23382
SH
SOLE
18562
0
4820
BRP INC
COM SUN VTG
05577W200
BBG004G49425
70043036
895691
SH
SOLE
785177
0
110514
BUILDERS FIRSTSOURCE INC
COM
12008R107
BBG001S9CFC7
64912207
731158
SH
SOLE
663138
0
68020
CABLE ONE INC
COM
12685J105
BBG001SFK9N6
36346752
51776
SH
SOLE
46961
0
4815
CADENCE DESIGN SYSTEM INC
COM
127387108
BBG001S65YK1
80823537
384709
SH
SOLE
298386
0
86323
CASELLA WASTE SYS INC
CL A
147448104
BBG001SB5S05
31300614
378667
SH
SOLE
310767
0
67900
CATALENT INC
COM
148806102
BBG005XR47N7
50959419
775520
SH
SOLE
701270
0
74250
CDW CORP
COM
12514G108
BBG001V18TB6
63264808
324618
SH
SOLE
239712
0
84906
CELANESE CORP DEL
COM
150870103
BBG001SJDDG5
70594568
648311
SH
SOLE
505925
0
142386
CERIDIAN HCM HLDG INC
COM
15677J108
BBG005D7PF43
80758908
1102962
SH
SOLE
875861
0
227101
CHAMPIONX CORPORATION
COM
15872M104
BBG00JH9V005
16353937
602799
SH
SOLE
493189
0
109610
CHARTER COMMUNICATIONS INC N
CL A
16119P108
BBG001T3TDG2
47054681
131581
SH
SOLE
109280
0
22301
CHEESECAKE FACTORY INC
COM
163072101
BBG001S71Q75
63186387
1802750
SH
SOLE
1626800
0
175950
CHEVRON CORP NEW
COM
166764100
BBG001S67ZC5
3602083
22077
SH
SOLE
17202
0
4875
CHIPOTLE MEXICAN GRILL INC
COM
169656105
BBG001SP50B3
191453458
112073
SH
SOLE
91213
0
20860
CHURCHILL DOWNS INC
COM
171484108
BBG001S67Z80
41736180
162366
SH
SOLE
134326
0
28040
CINTAS CORP
COM
172908105
BBG001S7CRG1
4496787
9719
SH
SOLE
6714
0
3005
CISCO SYS INC
COM
17275R102
BBG001S6HC62
72726182
1391223
SH
SOLE
1129284
0
261939
COCA COLA CO
COM
191216100
BBG001S5SMQ8
8010554
129140
SH
SOLE
88427
0
40713
COGENT COMMUNICATIONS HLDGS
COM NEW
19239V302
BBG001SC5GP2
4872987
76475
SH
SOLE
51947
0
24528
CONOCOPHILLIPS
COM
20825C104
BBG001S5TZM2
57560948
580193
SH
SOLE
486087
0
94106
CONSTELLATION BRANDS INC
CL A
21036P108
BBG001SD31G5
58663685
259700
SH
SOLE
193440
0
66260
COOPER COS INC
COM NEW
216648402
BBG001S5Q1H6
69100632
185078
SH
SOLE
137957
0
47121
COPART INC
COM
217204106
BBG001S7MTB1
69323859
921737
SH
SOLE
684333
0
237404
COSTAR GROUP INC
COM
22160N109
BBG001SD3DY9
60710339
881777
SH
SOLE
678630
0
203147
COSTCO WHSL CORP NEW
COM
22160K105
BBG001S9KRQ7
107025301
215399
SH
SOLE
186136
0
29263
CSX CORP
COM
126408103
BBG001S5Q7Q3
855985
28590
SH
SOLE
28590
0
0
CULLEN FROST BANKERS INC
COM
229899109
BBG001S6D2D0
31821318
302082
SH
SOLE
273962
0
28120
CUMMINS INC
COM
231021106
BBG001S5Q9M3
5853993
24506
SH
SOLE
17326
0
7180
DANAHER CORPORATION
COM
235851102
BBG001S5QGT0
7840208
31107
SH
SOLE
28271
0
2836
DECKERS OUTDOOR CORP
COM
243537107
BBG001S7GXB9
70889989
157691
SH
SOLE
142971
0
14720
DEVON ENERGY CORP NEW
COM
25179M103
BBG001S63VG4
97870088
1933809
SH
SOLE
1684383
0
249426
DEXCOM INC
COM
252131107
BBG001SKZG99
182460115
1570495
SH
SOLE
1243347
0
327148
DIAGEO PLC
SPON ADR NEW
25243Q205
BBG001S7V596
89331161
493052
SH
SOLE
419371
0
73681
DIAMONDBACK ENERGY INC
COM
25278X109
BBG002PHSZN7
87952416
650680
SH
SOLE
592730
0
57950
DYNATRACE INC
COM NEW
268150109
BBG00PNN7CW9
23501669
555595
SH
SOLE
465325
0
90270
EMCOR GROUP INC
COM
29084Q100
BBG001S5QVG1
575569
3540
SH
SOLE
3540
0
0
ENCORE WIRE CORP
COM
292562105
BBG001S70TC4
139347218
751887
SH
SOLE
657003
0
94884
ENDEAVOR GROUP HLDGS INC
CL A COM
29260Y109
BBG00P8TCHD7
27116351
1133153
SH
SOLE
929355
0
203798
EPAM SYS INC
COM
29414B104
BBG001SKDJH8
58915935
197043
SH
SOLE
148702
0
48341
EQUITY LIFESTYLE PPTYS INC
COM
29472R108
BBG001S5T5G5
5288166
78775
SH
SOLE
53740
0
25035
ESSEX PPTY TR INC
COM
297178105
BBG001S81418
33600690
160661
SH
SOLE
118684
0
41977
ETSY INC
COM
29786A106
BBG001T53625
43140505
387501
SH
SOLE
288611
0
98890
EVEREST RE GROUP LTD
COM
G3223R108
BBG001S7QT63
50108479
139960
SH
SOLE
126950
0
13010
EZCORP INC
CL A NON VTG
302301106
BBG001S6RN67
376508
43780
SH
SOLE
43780
0
0
F5 INC
COM
315616102
BBG001SCP8D1
62775490
430884
SH
SOLE
376814
0
54070
FAIR ISAAC CORP
COM
303250104
BBG001S8ZT61
60355449
85892
SH
SOLE
77959
0
7933
FIRST CTZNS BANCSHARES INC N
CL A
31946M103
BBG001S5R2V7
28744401
29539
SH
SOLE
27084
0
2455
FIVE BELOW INC
COM
33829M101
BBG001TCDMY9
73812645
358366
SH
SOLE
326706
0
31660
FLYWIRE CORPORATION
COM VTG
302492103
BBG002030ND3
38144952
1299215
SH
SOLE
1066251
0
232964
FMC CORP
COM NEW
302491303
BBG001S5R880
56171129
459929
SH
SOLE
417064
0
42865
FORTINET INC
COM
34959E109
BBG001S77BL6
182680309
2748726
SH
SOLE
2218970
0
529756
GALLAGHER ARTHUR J & CO
COM
363576109
BBG001S5NKC2
97508044
509686
SH
SOLE
402626
0
107060
GARTNER INC
COM
366651107
BBG001S5SD60
4681315
14370
SH
SOLE
14370
0
0
GENPACT LIMITED
SHS
G3922B107
BBG001SJT2Y2
101083635
2187011
SH
SOLE
1807620
0
379391
GILEAD SCIENCES INC
COM
375558103
BBG001S6Y1X7
7198477
86760
SH
SOLE
59410
0
27350
GLOBAL PMTS INC
COM
37940X102
BBG001SGS2Z8
81928006
778487
SH
SOLE
635977
0
142510
GLOBANT S A
COM
L44385109
BBG00564Y4W2
43210731
263464
SH
SOLE
238894
0
24570
HAEMONETICS CORP MASS
COM
405024100
BBG001S6QB64
30903484
373456
SH
SOLE
306486
0
66970
HALLIBURTON CO
COM
406216101
BBG001S5RS59
25216213
796973
SH
SOLE
594389
0
202584
HEICO CORP NEW
CL A
422806208
BBG001S96YM2
2735667
20130
SH
SOLE
20130
0
0
HERSHEY CO
COM
427866108
BBG001S5S148
5945053
23368
SH
SOLE
15968
0
7400
HEXCEL CORP NEW
COM
428291108
BBG001S5S2J0
43472452
636959
SH
SOLE
512890
0
124069
HILTON WORLDWIDE HLDGS INC
COM
43300A203
BBG0058KMH49
100992892
716923
SH
SOLE
555429
0
161494
HOME DEPOT INC
COM
437076102
BBG001S5RTW7
127496267
432015
SH
SOLE
368423
0
63592
HUBSPOT INC
COM
443573100
BBG001T53670
145696299
339816
SH
SOLE
291086
0
48730
HUNT J B TRANS SVCS INC
COM
445658107
BBG001S5SFY4
63102792
359642
SH
SOLE
269002
0
90640
ICON PLC
SHS
G4705A100
BBG001SDCL35
291672430
1365572
SH
SOLE
1154750
0
210822
IDEX CORP
COM
45167R104
BBG001S67N14
73286875
317218
SH
SOLE
280498
0
36720
IDEXX LABS INC
COM
45168D104
BBG001S5S4Y9
66471974
132923
SH
SOLE
99119
0
33804
ILLINOIS TOOL WKS INC
COM
452308109
BBG001S5SDX0
3890818
15982
SH
SOLE
14086
0
1896
INNOVIVA INC
COM
45781M101
BBG001SF23V0
19793599
1759431
SH
SOLE
1443522
0
315909
INSPIRE MED SYS INC
COM
457730109
BBG00209SZK5
98929217
422648
SH
SOLE
368158
0
54490
INSULET CORP
COM
45784P101
BBG001SRF439
109228927
342453
SH
SOLE
277287
0
65166
INTERNATIONAL BUSINESS MACHS
COM
459200101
BBG001S5S399
10426768
79539
SH
SOLE
55517
0
24022
INTUIT
COM
461202103
BBG001S6TWR2
628620
1410
SH
SOLE
1410
0
0
ITT INC
COM
45073V108
BBG00CVQZQB3
62645515
725904
SH
SOLE
632756
0
93148
IVERIC BIO INC
COM
46583P102
BBG001TG36J3
11598622
476721
SH
SOLE
391081
0
85640
JUNIPER NETWORKS INC
COM
48203R104
BBG001SCTT05
50722689
1473640
SH
SOLE
1336506
0
137134
KARUNA THERAPEUTICS INC
COM
48576A100
BBG00NN875H9
802849
4420
SH
SOLE
4420
0
0
KINSALE CAP GROUP INC
COM
49714P108
BBG00D8JDB02
37229405
124036
SH
SOLE
102426
0
21610
LANTHEUS HLDGS INC
COM
516544103
BBG006Q52RF8
90923163
1101298
SH
SOLE
968108
0
133190
LILLY ELI & CO
COM
532457108
BBG001S5STL8
133097229
387564
SH
SOLE
329188
0
58376
LINCOLN ELEC HLDGS INC
COM
533900106
BBG001S5TV87
94381474
558140
SH
SOLE
486290
0
71850
LIVE NATION ENTERTAINMENT IN
COM
538034109
BBG001SNP2B2
41303833
590055
SH
SOLE
438667
0
151388
LPL FINL HLDGS INC
COM
50212V100
BBG001T5GK39
120055052
593157
SH
SOLE
497696
0
95461
LULULEMON ATHLETICA INC
COM
550021109
BBG001STBM75
125628710
344954
SH
SOLE
266486
0
78468
MACOM TECH SOLUTIONS HLDGS I
COM
55405Y100
BBG001T4BB37
21346855
301339
SH
SOLE
247059
0
54280
MARKETAXESS HLDGS INC
COM
57060D108
BBG001S8R6K4
54723472
139854
SH
SOLE
126854
0
13000
MARRIOTT INTL INC NEW
CL A
571903202
BBG001S78K44
58516315
352423
SH
SOLE
293053
0
59370
MARVELL TECHNOLOGY INC
COM
573874104
BBG00ZXBJ162
119322434
2755714
SH
SOLE
2242321
0
513393
MCDONALDS CORP
COM
580135101
BBG001S5T110
4503399
16106
SH
SOLE
11096
0
5010
MERCK & CO INC
COM
58933Y105
BBG001S5TC52
8139793
76509
SH
SOLE
52768
0
23741
META PLATFORMS INC
CL A
30303M102
BBG001SQCQC5
80424872
379470
SH
SOLE
336020
0
43450
METTLER TOLEDO INTERNATIONAL
COM
592688105
BBG001SB87G1
8604371
5623
SH
SOLE
5031
0
592
MGM RESORTS INTERNATIONAL
COM
552953101
BBG001S6BYT5
101423609
2283287
SH
SOLE
1988293
0
294994
MICROCHIP TECHNOLOGY INC.
COM
595017104
BBG001S787B5
76571392
913958
SH
SOLE
672771
0
241187
MICROSOFT CORP
COM
594918104
BBG001S5TD05
402817373
1397216
SH
SOLE
1189135
0
208081
MONGODB INC
CL A
60937P106
BBG0022FDRZ7
89485201
383859
SH
SOLE
321641
0
62218
MSCI INC
COM
55354G100
BBG001SV8B05
93650527
167326
SH
SOLE
129391
0
37935
NANO DIMENSION LTD
SPONSORD ADS NEW
63008G203
BBG009DFFWM1
430812
149070
SH
SOLE
149070
0
0
NATIONAL STORAGE AFFILIATES
COM SHS BEN IN
637870106
BBG008417VP2
328391
7860
SH
SOLE
7860
0
0
NATIONAL VISION HLDGS INC
COM
63845R107
BBG00HVQF9L1
41297581
2192016
SH
SOLE
1917888
0
274128
NETAPP INC
COM
64110D104
BBG001S8LYX5
61536052
963760
SH
SOLE
758746
0
205014
NEUROCRINE BIOSCIENCES INC
COM
64125C109
BBG001S8W4X9
25773244
254626
SH
SOLE
231076
0
23550
NEXSTAR MEDIA GROUP INC
COMMON STOCK
65336K103
BBG001SKJJT9
5082938
29439
SH
SOLE
20095
0
9344
NEXTIER OILFIELD SOLUTIONS
COM
65290C105
BBG00FJFZY90
24219786
3046514
SH
SOLE
2493794
0
552720
NEXTRACKER INC
CLASS A COM
65290E101
BBG00835TQ17
829593
22879
SH
SOLE
4240
0
18639
NICE LTD
SPONSORED ADR
653656108
BBG001S9RK49
95885090
418913
SH
SOLE
374684
0
44229
NIKE INC
CL B
654106103
BBG001S6NTK2
63099629
514511
SH
SOLE
418700
0
95811
NORTHERN OIL AND GAS INC MN
COM
665531307
BBG001SK2P31
36308009
1196310
SH
SOLE
986060
0
210250
NVIDIA CORPORATION
COM
67066G104
BBG001S5TZJ6
131608537
473804
SH
SOLE
417391
0
56413
OKTA INC
CL A
679295105
BBG001YV1SN3
63685135
738464
SH
SOLE
686524
0
51940
OLD DOMINION FREIGHT LINE IN
COM
679580100
BBG001S6WQT9
425709
1249
SH
SOLE
1249
0
0
ONTO INNOVATION INC
COM
683344105
BBG001S5THX0
26540902
302013
SH
SOLE
247574
0
54439
OPTION CARE HEALTH INC
COM NEW
68404L201
BBG001S6X756
46771222
1472182
SH
SOLE
1200362
0
271820
ORACLE CORP
COM
68389X105
BBG001S5SJG6
20050371
215781
SH
SOLE
196676
0
19105
OVINTIV INC
COM
69047Q102
BBG00R2NHQ74
44550610
1234773
SH
SOLE
1119533
0
115240
PALO ALTO NETWORKS INC
COM
697435105
BBG001T9NWN5
107546767
538434
SH
SOLE
400946
0
137488
PALOMAR HLDGS INC
COM
69753M105
BBG00NLMRYV9
17498731
317006
SH
SOLE
261699
0
55307
PAYLOCITY HLDG CORP
COM
70438V106
BBG006598YZ0
59006253
296842
SH
SOLE
271034
0
25808
PAYPAL HLDGS INC
COM
70450Y103
BBG0077VNXW5
70486217
928183
SH
SOLE
773444
0
154739
PDC ENERGY INC
COM
69327R101
BBG001S5V439
33984080
529512
SH
SOLE
433392
0
96120
PEPSICO INC
COM
713448108
BBG001S695T1
8779203
48158
SH
SOLE
32978
0
15180
PLANET FITNESS INC
CL A
72703H101
BBG009H04M26
27241898
350739
SH
SOLE
291615
0
59124
POOL CORP
COM
73278L105
BBG001S5VBK4
65724509
191930
SH
SOLE
174090
0
17840
PPG INDS INC
COM
693506107
BBG001S5VC13
54771807
410030
SH
SOLE
339439
0
70591
PRIMERICA INC
COM
74164M108
BBG001T5ZSQ6
36919988
214352
SH
SOLE
170922
0
43430
PROCORE TECHNOLOGIES INC
COM
74275K108
BBG0026ZJ313
53905954
860705
SH
SOLE
780555
0
80150
PROGRESSIVE CORP
COM
743315103
BBG001S5V509
121276254
847730
SH
SOLE
719444
0
128286
PROMETHEUS BIOSCIENCES INC
COM
74349U108
BBG00PPP6G63
73481360
684694
SH
SOLE
598004
0
86690
QUALCOMM INC
COM
747525103
BBG001S6VS70
27062142
212119
SH
SOLE
193034
0
19085
QUEST DIAGNOSTICS INC
COM
74834L100
BBG001S9GX43
45551256
321963
SH
SOLE
240904
0
81059
RANPAK HOLDINGS CORP
COM CL A
75321W103
BBG00JRXX6Z8
14520098
2781628
SH
SOLE
2438018
0
343610
RAYMOND JAMES FINL INC
COM
754730109
BBG001S5VQ03
3739661
40095
SH
SOLE
40095
0
0
RED ROCK RESORTS INC
CL A
75700L108
BBG00B6G8068
62046164
1392106
SH
SOLE
1261086
0
131020
REPLIGEN CORP
COM
759916109
BBG001S5VNT9
40844809
242604
SH
SOLE
219504
0
23100
ROCKET PHARMACEUTICALS INC
COM
77313F106
BBG001T92156
55431104
3235908
SH
SOLE
2897799
0
338109
ROCKWELL AUTOMATION INC
COM
773903109
BBG001S5VRF5
94567667
322262
SH
SOLE
240328
0
81934
S&P GLOBAL INC
COM
78409V104
BBG001S5T5M8
42108829
122136
SH
SOLE
99171
0
22965
SAIA INC
COM
78709Y105
BBG001SL4QM4
136494102
501669
SH
SOLE
442149
0
59520
SALESFORCE INC
COM
79466L302
BBG001SDLP09
131032306
655883
SH
SOLE
569872
0
86011
SAMSARA INC
COM CL A
79589L106
BBG0099PW5Q0
31669452
1605956
SH
SOLE
1342324
0
263632
SAREPTA THERAPEUTICS INC
COM
803607100
BBG001S6KJC6
110630405
802658
SH
SOLE
661244
0
141414
SENSATA TECHNOLOGIES HLDG PL
SHS
G8060N102
BBG00JPGYWV3
35278006
705278
SH
SOLE
578438
0
126840
SERVICENOW INC
COM
81762P102
BBG001T4JFC0
147450544
317289
SH
SOLE
276873
0
40416
SHIFT4 PMTS INC
CL A
82452J109
BBG00TX393M3
51632762
681171
SH
SOLE
563571
0
117600
SILICON MOTION TECHNOLOGY CO
SPONSORED ADR
82706C108
BBG001SP0YQ8
1550858
23670
SH
SOLE
23670
0
0
SKYWORKS SOLUTIONS INC
COM
83088M102
BBG001SCYWS2
53654355
454775
SH
SOLE
412385
0
42390
SMARTSHEET INC
COM CL A
83200N103
BBG00GQK3WC4
67035341
1402413
SH
SOLE
1190753
0
211660
SPIRIT RLTY CAP INC NEW
COM NEW
84860W300
BBG0027Z6XS1
38297236
961276
SH
SOLE
830286
0
130990
SPLUNK INC
COM
848637104
BBG001TWMNG3
68282144
712163
SH
SOLE
555783
0
156380
STEPSTONE GROUP INC
COM CL A
85914M107
BBG00WXXV0W0
20019304
824858
SH
SOLE
676942
0
147916
SUN CMNTYS INC
COM
866674104
BBG001S7HRC0
71328530
506307
SH
SOLE
449882
0
56425
SYNAPTICS INC
COM
87157D109
BBG001SCDXM9
35665590
320878
SH
SOLE
272118
0
48760
TAPESTRY INC
COM
876030107
BBG001SFH7D5
124187271
2880707
SH
SOLE
2368146
0
512561
TARGET CORP
COM
87612E106
BBG001SC0K41
7470410
45103
SH
SOLE
30893
0
14210
TELEDYNE TECHNOLOGIES INC
COM
879360105
BBG001SDK336
128945414
288236
SH
SOLE
243037
0
45199
TENABLE HLDGS INC
COM
88025T102
BBG00LBLCDR3
85229044
1793918
SH
SOLE
1581638
0
212280
TERRENO RLTY CORP
COM
88146M101
BBG001T60PW1
571064
8840
SH
SOLE
8840
0
0
TESLA INC
COM
88160R101
BBG001SQKGD7
114718326
552966
SH
SOLE
488043
0
64923
TEXAS ROADHOUSE INC
COM
882681109
BBG001SLR3C1
43979339
406990
SH
SOLE
328975
0
78015
THERMO FISHER SCIENTIFIC INC
COM
883556102
BBG001S5WS08
86461264
150010
SH
SOLE
131800
0
18210
TIMKEN CO
COM
887389104
BBG001S5WQK0
3907850
47820
SH
SOLE
47820
0
0
TRANE TECHNOLOGIES PLC
SHS
G8994E103
BBG001S5SBV6
7384957
40140
SH
SOLE
28615
0
11525
TRANSDIGM GROUP INC
COM
893641100
BBG001SPV1C1
273555127
371149
SH
SOLE
309410
0
61739
TRANSUNION
COM
89400J107
BBG002Q7J607
52808623
849833
SH
SOLE
770853
0
78980
UNION PAC CORP
COM
907818108
BBG001S5X2M0
87953639
437015
SH
SOLE
378709
0
58306
UNITED PARCEL SERVICE INC
CL B
911312106
BBG001SDGSH1
5603789
28887
SH
SOLE
19762
0
9125
UNITEDHEALTH GROUP INC
COM
91324P102
BBG001S6WCJ1
209058693
442368
SH
SOLE
383861
0
58507
UNIVERSAL DISPLAY CORP
COM
91347P105
BBG001S5V9H3
29630606
191005
SH
SOLE
156545
0
34460
VAIL RESORTS INC
COM
91879Q109
BBG001S5TFD6
46253383
197935
SH
SOLE
146015
0
51920
VERADIGM INC
COM
01988P108
BBG001S7VDS8
19088078
1462688
SH
SOLE
1205688
0
257000
VISA INC
COM CL A
92826C839
BBG001SRCFY3
234688529
1040932
SH
SOLE
896276
0
144656
VISTEON CORP
COM NEW
92839U206
BBG001TCM086
84652913
539775
SH
SOLE
469982
0
69793
VULCAN MATLS CO
COM
929160109
BBG001S5X8R2
73688086
429518
SH
SOLE
345281
0
84237
WASTE CONNECTIONS INC
COM
94106B101
BBG001SKJ4K1
55141610
396503
SH
SOLE
304032
0
92471
WATSCO INC
COM
942622200
BBG001S82CQ2
50014357
157199
SH
SOLE
118539
0
38660
WESCO INTL INC
COM
95082P105
BBG001SCRP78
144693750
936287
SH
SOLE
767263
0
169024
WEX INC
COM
96208T104
BBG001SCJLG6
20327384
110541
SH
SOLE
90624
0
19917
WILLIAMS COS INC
COM
969457100
BBG001S5XH10
696634
23330
SH
SOLE
23330
0
0
WILLSCOT MOBIL MINI HLDNG CO
COM CL A
971378104
BBG00B0FS9V7
112624887
2402408
SH
SOLE
2090034
0
312374
WINGSTOP INC
COM
974155103
BBG008N298X9
51810866
282225
SH
SOLE
234675
0
47550
WNS HLDGS LTD
SPON ADR
92932M101
BBG001SBK8N7
30264038
324826
SH
SOLE
266575
0
58251
WORKDAY INC
CL A
98138H101
BBG001T21KQ7
83096619
402327
SH
SOLE
347172
0
55155