0001085146-23-003305.txt : 20230811 0001085146-23-003305.hdr.sgml : 20230811 20230811165418 ACCESSION NUMBER: 0001085146-23-003305 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230811 DATE AS OF CHANGE: 20230811 EFFECTIVENESS DATE: 20230811 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: 231164928 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 06-30-2023 06-30-2023 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 08-11-2023 0 227 15739052389 false
INFORMATION TABLE 2 infotable.xml INFORMATION TABLE 89BIO INC COM 282559103 BBG00QKDZ985 15827627 835231 SH SOLE 702751 0 132480 AAON INC COM PAR $0.004 000360206 BBG001S6CZK0 51295054 541030 SH SOLE 473390 0 67640 ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 42778027 375542 SH SOLE 324751 0 50791 ALIGN TECHNOLOGY INC COM 016255101 BBG001SCF1B9 62490284 176706 SH SOLE 132494 0 44212 ALKERMES PLC SHS G01767105 BBG001S6RXM7 72469203 2315310 SH SOLE 2040108 0 275202 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 405737634 3389621 SH SOLE 2998475 0 391146 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 9942403 82189 SH SOLE 58090 0 24099 AMAZON COM INC COM 023135106 BBG001S5PQL7 315241636 2418239 SH SOLE 2128796 0 289443 AMERICAN FINL GROUP INC OHIO COM 025932104 BBG001S8JK86 503738 4242 SH SOLE 3492 0 750 AMERICAN INTL GROUP INC COM NEW 026874784 BBG001S5NJG1 49498838 860251 SH SOLE 640130 0 220121 AMERIPRISE FINL INC COM 03076C106 BBG001SK6096 74208682 223412 SH SOLE 183515 0 39897 AMETEK INC COM 031100100 BBG001S5NN54 173504977 1071812 SH SOLE 867849 0 203963 ANALOG DEVICES INC COM 032654105 BBG001S5ND38 4981487 25571 SH SOLE 18156 0 7415 APELLIS PHARMACEUTICALS INC COM 03753U106 BBG007KGRPZ3 54316735 596232 SH SOLE 532432 0 63800 APPLE INC COM 037833100 BBG001S5N8V8 532648021 2746033 SH SOLE 2395165 0 350868 APPLIED MATLS INC COM 038222105 BBG001S5NMM7 58637999 405687 SH SOLE 334248 0 71439 APTIV PLC SHS G6095L109 BBG001TRL2T7 50330495 493001 SH SOLE 365314 0 127687 ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 BBG0068KVVC7 72323420 750632 SH SOLE 561563 0 189069 ARISTA NETWORKS INC COM 040413106 BBG001T51KQ0 47935130 295786 SH SOLE 221246 0 74540 ASCENDIS PHARMA A/S SPONSORED ADR 04351P101 BBG007R7VP72 324130268 3631712 SH SOLE 3223485 0 408227 AVANTOR INC COM 05352A100 BBG00G2HHYF5 97150078 4729799 SH SOLE 3884899 0 844900 AVERY DENNISON CORP COM 053611109 BBG001S5NZM8 76481752 445179 SH SOLE 406149 0 39030 AVIENT CORPORATION COM 05368V106 BBG001S6RCD3 36340550 888522 SH SOLE 750082 0 138440 AXALTA COATING SYS LTD COM G0750C108 BBG0060CPLK3 40393572 1231136 SH SOLE 1047456 0 183680 AXON ENTERPRISE INC COM 05464C101 BBG001SB2HG5 47773766 244843 SH SOLE 224643 0 20200 AZEK CO INC CL A 05478C105 BBG00RP7FY15 681828 22510 SH SOLE 22510 0 0 AZENTA INC COM 114340102 BBG001S8F1B8 30098844 644791 SH SOLE 544541 0 100250 BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 5723540 199496 SH SOLE 141436 0 58060 BHP GROUP LTD SPONSORED ADS 088606108 BBG001S5P5K4 3443914 57716 SH SOLE 49146 0 8570 BIO RAD LABS INC CL A 090572207 BBG001S625W4 153093205 403812 SH SOLE 362367 0 41445 BIO-TECHNE CORP COM 09073M104 BBG001S66C28 49560932 607141 SH SOLE 447550 0 159591 BOOKING HOLDINGS INC COM 09857L108 BBG001S89N72 567069 210 SH SOLE 210 0 0 BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 BBG001T91S76 47639362 426876 SH SOLE 391296 0 35580 BOX INC CL A 10316T104 BBG001T5R852 31129785 1059557 SH SOLE 894297 0 165260 BRIGHT HORIZONS FAM SOL IN D COM 109194100 BBG003LFWPT4 50723617 548660 SH SOLE 505992 0 42668 BROADCOM INC COM 11135F101 BBG00KHY5SY8 20894654 24088 SH SOLE 19428 0 4660 BRP INC COM SUN VTG 05577W200 BBG004G49425 83474820 986700 SH SOLE 879536 0 107164 BUILDERS FIRSTSOURCE INC COM 12008R107 BBG001S9CFC7 223446109 1642986 SH SOLE 1452288 0 190698 CABLE ONE INC COM 12685J105 BBG001SFK9N6 37910888 57696 SH SOLE 52881 0 4815 CADENCE DESIGN SYSTEM INC COM 127387108 BBG001S65YK1 91961921 392128 SH SOLE 333472 0 58656 CALIX INC COM 13100M509 BBG001T633M8 26522274 531402 SH SOLE 449261 0 82141 CASELLA WASTE SYS INC CL A 147448104 BBG001SB5S05 49945314 552187 SH SOLE 466197 0 85990 CDW CORP COM 12514G108 BBG001V18TB6 60137678 327726 SH SOLE 238979 0 88747 CELANESE CORP DEL COM 150870103 BBG001SJDDG5 77263487 667215 SH SOLE 526536 0 140679 CEREVEL THERAPEUTICS HLDNG I COM 15678U128 BBG00VCYVLJ2 18296226 575534 SH SOLE 489784 0 85750 CERIDIAN HCM HLDG INC COM 15677J108 BBG005D7PF43 76463367 1141756 SH SOLE 917619 0 224137 CHAMPIONX CORPORATION COM 15872M104 BBG00JH9V005 20179259 650105 SH SOLE 547695 0 102410 CHEESECAKE FACTORY INC COM 163072101 BBG001S71Q75 1420270 41072 SH SOLE 29152 0 11920 CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 3743671 23792 SH SOLE 18917 0 4875 CHIPOTLE MEXICAN GRILL INC COM 169656105 BBG001SP50B3 196369624 91804 SH SOLE 75674 0 16130 CHURCHILL DOWNS INC COM 171484108 BBG001S67Z80 39480998 283689 SH SOLE 240149 0 43540 CINTAS CORP COM 172908105 BBG001S7CRG1 5157205 10375 SH SOLE 7370 0 3005 CISCO SYS INC COM 17275R102 BBG001S6HC62 86847039 1678528 SH SOLE 1423509 0 255019 CME GROUP INC COM 12572Q105 BBG001S86547 4078603 22012 SH SOLE 15627 0 6385 COCA COLA CO COM 191216100 BBG001S5SMQ8 8313732 138056 SH SOLE 97343 0 40713 COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 BBG001SC5GP2 5496718 81687 SH SOLE 57159 0 24528 CONOCOPHILLIPS COM 20825C104 BBG001S5TZM2 625804 6040 SH SOLE 6040 0 0 CONSTELLATION BRANDS INC CL A 21036P108 BBG001SD31G5 89050331 361802 SH SOLE 268566 0 93236 COOPER COS INC COM NEW 216648402 BBG001S5Q1H6 68979985 179902 SH SOLE 133682 0 46220 COPART INC COM 217204106 BBG001S7MTB1 63054341 691310 SH SOLE 510188 0 181122 COSTAR GROUP INC COM 22160N109 BBG001SD3DY9 76848939 863471 SH SOLE 661178 0 202293 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 113534651 210882 SH SOLE 182662 0 28220 CSX CORP COM 126408103 BBG001S5Q7Q3 974919 28590 SH SOLE 28590 0 0 CUMMINS INC COM 231021106 BBG001S5Q9M3 5911543 24113 SH SOLE 16933 0 7180 DANAHER CORPORATION COM 235851102 BBG001S5QGT0 7030560 29294 SH SOLE 26689 0 2605 DECKERS OUTDOOR CORP COM 243537107 BBG001S7GXB9 78983842 149687 SH SOLE 137200 0 12487 DEVON ENERGY CORP NEW COM 25179M103 BBG001S63VG4 93967560 1943888 SH SOLE 1700063 0 243825 DEXCOM INC COM 252131107 BBG001SKZG99 132431294 1030514 SH SOLE 796196 0 234318 DIAGEO PLC SPON ADR NEW 25243Q205 BBG001S7V596 84408082 486558 SH SOLE 415082 0 71476 DIAMONDBACK ENERGY INC COM 25278X109 BBG002PHSZN7 75101271 571721 SH SOLE 526471 0 45250 DYNATRACE INC COM NEW 268150109 BBG00PNN7CW9 87434251 1698742 SH SOLE 1523482 0 175260 EMCOR GROUP INC COM 29084Q100 BBG001S5QVG1 654121 3540 SH SOLE 3540 0 0 ENCORE WIRE CORP COM 292562105 BBG001S70TC4 90059472 484373 SH SOLE 428589 0 55784 EQUITY LIFESTYLE PPTYS INC COM 29472R108 BBG001S5T5G5 5631804 84195 SH SOLE 59160 0 25035 ESSEX PPTY TR INC COM 297178105 BBG001S81418 36588551 156161 SH SOLE 115243 0 40918 ETSY INC COM 29786A106 BBG001T53625 31967125 377817 SH SOLE 280261 0 97556 EZCORP INC CL A NON VTG 302301106 BBG001S6RN67 500956 59780 SH SOLE 59780 0 0 F5 INC COM 315616102 BBG001SCP8D1 102873434 703360 SH SOLE 627375 0 75985 FABRINET SHS G3323L100 BBG001SP57F4 21646970 166669 SH SOLE 140829 0 25840 FAIR ISAAC CORP COM 303250104 BBG001S8ZT61 129576804 160128 SH SOLE 132751 0 27377 FIRST CTZNS BANCSHARES INC N CL A 31946M103 BBG001S5R2V7 41409231 32264 SH SOLE 29832 0 2432 FIVE BELOW INC COM 33829M101 BBG001TCDMY9 77940295 396562 SH SOLE 365072 0 31490 FLEETCOR TECHNOLOGIES INC COM 339041105 BBG001SHC7K8 51878150 206620 SH SOLE 189370 0 17250 FLOOR & DECOR HLDGS INC CL A 339750101 BBG007GJ2F90 467820 4500 SH SOLE 4500 0 0 FLYWIRE CORPORATION COM VTG 302492103 BBG002030ND3 98897103 3186118 SH SOLE 2817134 0 368984 FMC CORP COM NEW 302491303 BBG001S5R880 53401734 511805 SH SOLE 469150 0 42655 FORTINET INC COM 34959E109 BBG001S77BL6 215898496 2856178 SH SOLE 2337930 0 518248 GALLAGHER ARTHUR J & CO COM 363576109 BBG001S5NKC2 90412121 411769 SH SOLE 324293 0 87476 GARTNER INC COM 366651107 BBG001S5SD60 5033955 14370 SH SOLE 14370 0 0 GENPACT LIMITED SHS G3922B107 BBG001SJT2Y2 93767980 2495821 SH SOLE 2096755 0 399066 GILEAD SCIENCES INC COM 375558103 BBG001S6Y1X7 7148320 92751 SH SOLE 65401 0 27350 GLOBAL PMTS INC COM 37940X102 BBG001SGS2Z8 79729748 809275 SH SOLE 657541 0 151734 HAEMONETICS CORP MASS COM 405024100 BBG001S6QB64 34806850 408819 SH SOLE 345119 0 63700 HALLIBURTON CO COM 406216101 BBG001S5RS59 25648847 777473 SH SOLE 577324 0 200149 HEICO CORP NEW CL A 422806208 BBG001S96YM2 2830278 20130 SH SOLE 20130 0 0 HERSHEY CO COM 427866108 BBG001S5S148 6228267 24943 SH SOLE 17543 0 7400 HEXCEL CORP NEW COM 428291108 BBG001S5S2J0 93587158 1231086 SH SOLE 1067977 0 163109 HILTON WORLDWIDE HLDGS INC COM 43300A203 BBG0058KMH49 73959465 508138 SH SOLE 376555 0 131583 HOME DEPOT INC COM 437076102 BBG001S5RTW7 122166635 393274 SH SOLE 340834 0 52440 HUBBELL INC COM 443510607 BBG001S5S1L9 102855217 310216 SH SOLE 281512 0 28704 HUBSPOT INC COM 443573100 BBG001T53670 169703695 318938 SH SOLE 273245 0 45693 HUNT J B TRANS SVCS INC COM 445658107 BBG001S5SFY4 63645429 351574 SH SOLE 261508 0 90066 ICON PLC SHS G4705A100 BBG001SDCL35 344644240 1377475 SH SOLE 1167378 0 210097 IDEX CORP COM 45167R104 BBG001S67N14 75512562 350797 SH SOLE 314177 0 36620 IDEXX LABS INC COM 45168D104 BBG001S5S4Y9 65329799 130079 SH SOLE 96821 0 33258 ILLINOIS TOOL WKS INC COM 452308109 BBG001S5SDX0 3998057 15982 SH SOLE 14237 0 1745 IMPINJ INC COM 453204109 BBG001T313Q3 65434549 729889 SH SOLE 651729 0 78160 INNOVIVA INC COM 45781M101 BBG001SF23V0 24406605 1917251 SH SOLE 1617282 0 299969 INSPIRE MED SYS INC COM 457730109 BBG00209SZK5 182988855 563667 SH SOLE 505447 0 58220 INSULET CORP COM 45784P101 BBG001SRF439 113126901 392339 SH SOLE 324627 0 67712 INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 11349095 84815 SH SOLE 60793 0 24022 INTUIT COM 461202103 BBG001S6TWR2 646048 1410 SH SOLE 1410 0 0 ITT INC COM 45073V108 BBG00CVQZQB3 52368361 561832 SH SOLE 474444 0 87388 KARUNA THERAPEUTICS INC COM 48576A100 BBG00NN875H9 958477 4420 SH SOLE 4420 0 0 KINSALE CAP GROUP INC COM 49714P108 BBG00D8JDB02 43669140 116700 SH SOLE 99170 0 17530 KULICKE & SOFFA INDS INC COM 501242101 BBG001S5SLP1 21888955 368191 SH SOLE 311051 0 57140 LANTHEUS HLDGS INC COM 516544103 BBG006Q52RF8 96558100 1150597 SH SOLE 1026157 0 124440 LEGEND BIOTECH CORP SPONSORED ADS 52490G102 BBG00TTGH6N2 67100857 972054 SH SOLE 878888 0 93166 LILLY ELI & CO COM 532457108 BBG001S5STL8 186161611 396950 SH SOLE 337795 0 59155 LINCOLN ELEC HLDGS INC COM 533900106 BBG001S5TV87 111574444 561720 SH SOLE 500660 0 61060 LIVE NATION ENTERTAINMENT IN COM 538034109 BBG001SNP2B2 39043345 428530 SH SOLE 316564 0 111966 LPL FINL HLDGS INC COM 50212V100 BBG001T5GK39 141427206 650449 SH SOLE 552244 0 98205 LULULEMON ATHLETICA INC COM 550021109 BBG001STBM75 72979602 192813 SH SOLE 149505 0 43308 LUMENTUM HLDGS INC COM 55024U109 BBG0073F9RS8 53629252 945342 SH SOLE 866442 0 78900 MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 BBG001T4BB37 25646345 391368 SH SOLE 330398 0 60970 MARKETAXESS HLDGS INC COM 57060D108 BBG001S8R6K4 40219990 153852 SH SOLE 141030 0 12822 MARVELL TECHNOLOGY INC COM 573874104 BBG00ZXBJ162 124728106 2086452 SH SOLE 1740257 0 346195 MASIMO CORP COM 574795100 BBG001S71GQ6 156947677 953799 SH SOLE 841402 0 112397 MCDONALDS CORP COM 580135101 BBG001S5T110 5125789 17177 SH SOLE 12167 0 5010 MERCK & CO INC COM 58933Y105 BBG001S5TC52 9392631 81399 SH SOLE 57658 0 23741 MERITAGE HOMES CORP COM 59001A102 BBG001S9F527 39567137 278113 SH SOLE 234969 0 43144 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 207917779 724503 SH SOLE 636263 0 88240 METTLER TOLEDO INTERNATIONAL COM 592688105 BBG001SB87G1 6975302 5318 SH SOLE 4784 0 534 MGM RESORTS INTERNATIONAL COM 552953101 BBG001S6BYT5 87981159 2003214 SH SOLE 1765781 0 237433 MICROCHIP TECHNOLOGY INC. COM 595017104 BBG001S787B5 80689521 900653 SH SOLE 662496 0 238157 MICROSOFT CORP COM 594918104 BBG001S5TD05 470537399 1381739 SH SOLE 1180169 0 201570 MONGODB INC CL A 60937P106 BBG0022FDRZ7 61098243 148661 SH SOLE 110651 0 38010 MOONLAKE IMMUNOTHERAPEUTICS CLASS A ORD 61559X104 BBG00XQZQVP7 20916069 410119 SH SOLE 345705 0 64414 MSCI INC COM 55354G100 BBG001SV8B05 93254410 198714 SH SOLE 152487 0 46227 MUELLER INDS INC COM 624756102 BBG001S6PVC4 6018829 68960 SH SOLE 48950 0 20010 NANO DIMENSION LTD SPONSORD ADS NEW 63008G203 BBG009DFFWM1 430812 149070 SH SOLE 149070 0 0 NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 BBG008417VP2 273764 7860 SH SOLE 7860 0 0 NATIONAL VISION HLDGS INC COM 63845R107 BBG00HVQF9L1 16279935 670232 SH SOLE 575781 0 94451 NETAPP INC COM 64110D104 BBG001S8LYX5 59738243 781914 SH SOLE 581073 0 200841 NEUROCRINE BIOSCIENCES INC COM 64125C109 BBG001S8W4X9 35394562 375340 SH SOLE 344150 0 31190 NEW YORK CMNTY BANCORP INC COM 649445103 BBG001SD32Z2 22725987 2021885 SH SOLE 1645455 0 376430 NEXTIER OILFIELD SOLUTIONS COM 65290C105 BBG00FJFZY90 29852216 3339174 SH SOLE 2813354 0 525820 NICE LTD SPONSORED ADR 653656108 BBG001S9RK49 105893917 512803 SH SOLE 465925 0 46878 NIKE INC CL B 654106103 BBG001S6NTK2 7473594 67714 SH SOLE 47854 0 19860 NORTHERN OIL & GAS INC COM 665531307 BBG001SK2P31 44878823 1307658 SH SOLE 1109378 0 198280 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 225829374 533850 SH SOLE 469575 0 64275 OKTA INC CL A 679295105 BBG001YV1SN3 42342405 610561 SH SOLE 559641 0 50920 OLD DOMINION FREIGHT LINE IN COM 679580100 BBG001S6WQT9 461818 1249 SH SOLE 1249 0 0 ONTO INNOVATION INC COM 683344105 BBG001S5THX0 26345398 226199 SH SOLE 190850 0 35349 OPTION CARE HEALTH INC COM NEW 68404L201 BBG001S6X756 122431352 3768278 SH SOLE 3301888 0 466390 OVINTIV INC COM 69047Q102 BBG00R2NHQ74 52385652 1376035 SH SOLE 1261065 0 114970 PALO ALTO NETWORKS INC COM 697435105 BBG001T9NWN5 94109058 368318 SH SOLE 272452 0 95866 PALOMAR HLDGS INC COM 69753M105 BBG00NLMRYV9 19962045 343936 SH SOLE 291699 0 52237 PAYLOCITY HLDG CORP COM 70438V106 BBG006598YZ0 68780974 372736 SH SOLE 343258 0 29478 PEPSICO INC COM 713448108 BBG001S695T1 9528828 51446 SH SOLE 36266 0 15180 PLANET FITNESS INC CL A 72703H101 BBG009H04M26 31799444 471522 SH SOLE 397978 0 73544 POOL CORP COM 73278L105 BBG001S5VBK4 74418864 198641 SH SOLE 182101 0 16540 PPG INDS INC COM 693506107 BBG001S5VC13 69175277 466455 SH SOLE 398644 0 67811 PRIMERICA INC COM 74164M108 BBG001T5ZSQ6 46506824 235168 SH SOLE 193008 0 42160 PROGRESSIVE CORP COM 743315103 BBG001S5V509 96696514 730502 SH SOLE 639722 0 90780 PTC INC COM 69370C100 BBG001S6DNK6 57075819 401095 SH SOLE 367625 0 33470 PURE STORAGE INC CL A 74624M102 BBG00212PW10 34191089 928601 SH SOLE 851157 0 77444 QUALCOMM INC COM 747525103 BBG001S6VS70 25633359 215334 SH SOLE 196229 0 19105 RANPAK HOLDINGS CORP COM CL A 75321W103 BBG00JRXX6Z8 1817944 402200 SH SOLE 402200 0 0 RAYMOND JAMES FINL INC COM 754730109 BBG001S5VQ03 4160658 40095 SH SOLE 40095 0 0 RED ROCK RESORTS INC CL A 75700L108 BBG00B6G8068 72564481 1551186 SH SOLE 1420666 0 130520 REPLIGEN CORP COM 759916109 BBG001S5VNT9 38336367 271005 SH SOLE 247925 0 23080 ROCKET PHARMACEUTICALS INC COM 77313F106 BBG001T92156 72640488 3655787 SH SOLE 3306468 0 349319 ROCKWELL AUTOMATION INC COM 773903109 BBG001S5VRF5 103537110 314273 SH SOLE 233479 0 80794 S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 66579155 166078 SH SOLE 135974 0 30104 SAIA INC COM 78709Y105 BBG001SL4QM4 173513186 506741 SH SOLE 456001 0 50740 SALESFORCE INC COM 79466L302 BBG001SDLP09 135936937 643458 SH SOLE 560617 0 82841 SAMSARA INC COM CL A 79589L106 BBG0099PW5Q0 35648527 1286486 SH SOLE 1106284 0 180202 SAREPTA THERAPEUTICS INC COM 803607100 BBG001S6KJC6 65938572 575782 SH SOLE 478683 0 97099 SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 BBG00JPGYWV3 24716921 549387 SH SOLE 463927 0 85460 SENTINELONE INC CL A 81730H109 BBG00B6F2F27 26684222 1767167 SH SOLE 1518707 0 248460 SERVICENOW INC COM 81762P102 BBG001T4JFC0 174998582 311402 SH SOLE 272594 0 38808 SHIFT4 PMTS INC CL A 82452J109 BBG00TX393M3 45823970 674775 SH SOLE 573825 0 100950 SILGAN HLDGS INC COM 827048109 BBG001S6VPD9 2863994 61079 SH SOLE 43389 0 17690 SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 BBG001SP0YQ8 1700926 23670 SH SOLE 23670 0 0 SMARTSHEET INC COM CL A 83200N103 BBG00GQK3WC4 99312706 2595732 SH SOLE 2316212 0 279520 SPIRIT RLTY CAP INC NEW COM NEW 84860W300 BBG0027Z6XS1 48703884 1236767 SH SOLE 1090047 0 146720 SPLUNK INC COM 848637104 BBG001TWMNG3 99042143 933567 SH SOLE 758322 0 175245 STAG INDL INC COM 85254J102 BBG001T9F312 23463295 653938 SH SOLE 561390 0 92548 STEPSTONE GROUP INC COM CL A 85914M107 BBG00WXXV0W0 21630648 871852 SH SOLE 736426 0 135426 SUN CMNTYS INC COM 866674104 BBG001S7HRC0 73546564 563748 SH SOLE 507453 0 56295 TAPESTRY INC COM 876030107 BBG001SFH7D5 128087383 2992696 SH SOLE 2485906 0 506790 TARGET CORP COM 87612E106 BBG001SC0K41 6354678 48178 SH SOLE 33968 0 14210 TELEDYNE TECHNOLOGIES INC COM 879360105 BBG001SDK336 2007039 4882 SH SOLE 4337 0 545 TENABLE HLDGS INC COM 88025T102 BBG00LBLCDR3 85667858 1967115 SH SOLE 1763105 0 204010 TERADYNE INC COM 880770102 BBG001S5WMZ3 54253336 487320 SH SOLE 440099 0 47221 TERRENO RLTY CORP COM 88146M101 BBG001T60PW1 531284 8840 SH SOLE 8840 0 0 TESLA INC COM 88160R101 BBG001SQKGD7 98957960 378034 SH SOLE 337294 0 40740 TEXAS ROADHOUSE INC COM 882681109 BBG001SLR3C1 129081691 1149641 SH SOLE 1006641 0 143000 THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 25363833 48613 SH SOLE 44481 0 4132 TIMKEN CO COM 887389104 BBG001S5WQK0 4376965 47820 SH SOLE 47820 0 0 TRACTOR SUPPLY CO COM 892356106 BBG001S7K017 5146324 23276 SH SOLE 16521 0 6755 TRANE TECHNOLOGIES PLC SHS G8994E103 BBG001S5SBV6 8155709 42642 SH SOLE 31117 0 11525 TRANSDIGM GROUP INC COM 893641100 BBG001SPV1C1 325294461 363795 SH SOLE 303672 0 60123 TRANSUNION COM 89400J107 BBG002Q7J607 73996079 944671 SH SOLE 865921 0 78750 TRUIST FINL CORP COM 89832Q109 BBG001S5YYC0 659202 21720 SH SOLE 21720 0 0 UBER TECHNOLOGIES INC COM 90353T100 BBG002B04MW4 68509322 1586966 SH SOLE 1365391 0 221575 UNION PAC CORP COM 907818108 BBG001S5X2M0 85151999 416147 SH SOLE 360341 0 55806 UNITED PARCEL SERVICE INC CL B 911312106 BBG001SDGSH1 5535778 30883 SH SOLE 21758 0 9125 UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 204611812 425707 SH SOLE 369116 0 56591 UNIVERSAL DISPLAY CORP COM 91347P105 BBG001S5V9H3 30267732 210003 SH SOLE 177133 0 32870 VAIL RESORTS INC COM 91879Q109 BBG001S5TFD6 48571608 192928 SH SOLE 141848 0 51080 VERADIGM INC COM 01988P108 BBG001S7VDS8 28175011 2236112 SH SOLE 1913492 0 322620 VISA INC COM CL A 92826C839 BBG001SRCFY3 259068357 1090906 SH SOLE 942872 0 148034 VISTEON CORP COM NEW 92839U206 BBG001TCM086 85956904 598544 SH SOLE 529634 0 68910 VULCAN MATLS CO COM 929160109 BBG001S5X8R2 72295842 320688 SH SOLE 238240 0 82448 WALMART INC COM 931142103 BBG001S5XH92 62869906 399987 SH SOLE 333257 0 66730 WASTE CONNECTIONS INC COM 94106B101 BBG001SKJ4K1 55118100 385630 SH SOLE 291740 0 93890 WATSCO INC COM 942622200 BBG001S82CQ2 75921485 199023 SH SOLE 148345 0 50678 WESCO INTL INC COM 95082P105 BBG001SCRP78 138079800 771137 SH SOLE 643311 0 127826 WEX INC COM 96208T104 BBG001SCJLG6 27337264 150147 SH SOLE 126700 0 23447 WILLIAMS COS INC COM 969457100 BBG001S5XH10 761258 23330 SH SOLE 23330 0 0 WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 BBG00B0FS9V7 129089966 2701192 SH SOLE 2396648 0 304544 WINGSTOP INC COM 974155103 BBG008N298X9 61582026 307664 SH SOLE 262444 0 45220 WNS HLDGS LTD SPON ADR 92932M101 BBG001SBK8N7 29404770 398871 SH SOLE 336805 0 62066 WORKDAY INC CL A 98138H101 BBG001T21KQ7 88949157 393772 SH SOLE 340842 0 52930 ZSCALER INC COM 98980G102 BBG003338H61 52010083 355503 SH SOLE 265874 0 89629