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
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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
89BIO INC COM 282559103 BBG00QKDZ985 18,578,114 2,319,365 SH   SOLE   2,003,075 0 316,290
AAON INC COM PAR $0.004 000360206 BBG001S6CZK0 840,121 9,630 SH   SOLE   9,630 0 0
ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 172,387,502 1,005,058 SH   SOLE   828,866 0 176,192
ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 121,034,114 746,157 SH   SOLE   442,317 0 303,840
ALIGN TECHNOLOGY INC COM 016255101 BBG001SCF1B9 46,179,847 191,276 SH   SOLE   134,577 0 56,699
ALKERMES PLC SHS G01767105 BBG001S6RXM7 31,730,181 1,316,605 SH   SOLE   1,111,033 0 205,572
ALLEGRO MICROSYSTEMS INC COM 01749D105 BBG00H5S83B8 36,805,079 1,303,296 SH   SOLE   776,077 0 527,219
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 564,821,920 3,100,861 SH   SOLE   2,362,247 0 738,614
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 12,654,513 68,992 SH   SOLE   48,416 0 20,576
AMAZON COM INC COM 023135106 BBG001S5PQL7 633,822,515 3,279,806 SH   SOLE   2,518,870 0 760,936
AMERICAN INTL GROUP INC COM NEW 026874784 BBG001S5NJG1 135,706,727 1,827,946 SH   SOLE   936,145 0 891,801
AMERIPRISE FINL INC COM 03076C106 BBG001SK6096 8,802,677 20,606 SH   SOLE   14,526 0 6,080
AMETEK INC COM 031100100 BBG001S5NN54 73,851,907 442,996 SH   SOLE   319,299 0 123,697
ANALOG DEVICES INC COM 032654105 BBG001S5ND38 23,240,520 101,816 SH   SOLE   97,616 0 4,200
APOLLO GLOBAL MGMT INC COM 03769M106 BBG00ZNLTFL2 74,334,142 629,577 SH   SOLE   532,218 0 97,359
APPLE INC COM 037833100 BBG001S5N8V8 802,932,160 3,812,231 SH   SOLE   2,844,816 0 967,415
APPLIED MATLS INC COM 038222105 BBG001S5NMM7 2,300,431 9,748 SH   SOLE   9,748 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 BBG0068KVVC7 132,269,159 992,416 SH   SOLE   546,301 0 446,115
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101 BBG007R7VP72 676,829,960 4,962,824 SH   SOLE   3,432,969 0 1,529,855
ASML HOLDING N V N Y REGISTRY SHS N07059210 BBG001SCG0R3 67,030,975 65,541 SH   SOLE   54,983 0 10,558
AVANTOR INC COM 05352A100 BBG00G2HHYF5 58,132,064 2,742,078 SH   SOLE   1,615,716 0 1,126,362
AVERY DENNISON CORP COM 053611109 BBG001S5NZM8 106,776,416 488,344 SH   SOLE   298,933 0 189,411
AVIENT CORPORATION COM 05368V106 BBG001S6RCD3 63,707,961 1,459,518 SH   SOLE   1,232,318 0 227,200
AXALTA COATING SYS LTD COM G0750C108 BBG0060CPLK3 68,756,737 2,012,196 SH   SOLE   1,710,426 0 301,770
AXON ENTERPRISE INC COM 05464C101 BBG001SB2HG5 308,233,892 1,047,559 SH   SOLE   583,865 0 463,694
AZEK CO INC CL A 05478C105 BBG00RP7FY15 68,340,842 1,622,142 SH   SOLE   1,158,342 0 463,800
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 9,699,903 243,900 SH   SOLE   172,095 0 71,805
BICYCLE THERAPEUTICS PLC SPONSORED ADS 088786108 BBG00P0YWQ97 30,842,845 1,523,856 SH   SOLE   1,287,106 0 236,750
BIO RAD LABS INC CL A 090572207 BBG001S625W4 66,416,255 243,185 SH   SOLE   173,114 0 70,071
BLOCK INC CL A 852234103 BBG001TFLWL5 347,601 5,390 SH   SOLE   5,390 0 0
BLUE OWL CAPITAL INC COM CL A 09581B103 BBG00XV417S7 114,364,422 6,443,066 SH   SOLE   4,253,634 0 2,189,432
BOOKING HOLDINGS INC COM 09857L108 BBG001S89N72 831,915 210 SH   SOLE   210 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 BBG003LFWPT4 75,454,116 685,448 SH   SOLE   423,695 0 261,753
BROADCOM INC COM 11135F101 BBG00KHY5SY8 58,306,427 36,316 SH   SOLE   30,302 0 6,014
BUILDERS FIRSTSOURCE INC COM 12008R107 BBG001S9CFC7 1,096,207 7,920 SH   SOLE   7,050 0 870
CADENCE DESIGN SYSTEM INC COM 127387108 BBG001S65YK1 169,383,751 550,394 SH   SOLE   310,097 0 240,297
CAMECO CORP COM 13321L108 BBG001S5Y5S6 34,363,248 698,440 SH   SOLE   191,720 0 506,720
CAMTEK LTD ORD M20791105 BBG001SBFT84 978,124 7,810 SH   SOLE   7,810 0 0
CASELLA WASTE SYS INC CL A 147448104 BBG001SB5S05 90,371,362 910,818 SH   SOLE   768,768 0 142,050
CCC INTELLIGENT SOLUTIONS HL COM 12510Q100 BBG00WNSJM58 45,813,352 4,123,614 SH   SOLE   3,491,514 0 632,100
CDW CORP COM 12514G108 BBG001V18TB6 73,802,988 329,713 SH   SOLE   229,900 0 99,813
CELANESE CORP DEL COM 150870103 BBG001SJDDG5 55,119,727 408,627 SH   SOLE   287,359 0 121,268
CELESTICA INC COM 15101Q207 BBG001S9CXM7 24,438,460 426,277 SH   SOLE   359,707 0 66,570
CHAMPIONX CORPORATION COM 15872M104 BBG00JH9V005 35,991,105 1,083,743 SH   SOLE   914,333 0 169,410
CHIPOTLE MEXICAN GRILL INC COM 169656105 BBG001SP50B3 160,277,013 2,558,292 SH   SOLE   1,556,672 0 1,001,620
CHURCHILL DOWNS INC COM 171484108 BBG001S67Z80 53,300,257 381,807 SH   SOLE   322,427 0 59,380
CINTAS CORP COM 172908105 BBG001S7CRG1 10,612,440 15,155 SH   SOLE   10,715 0 4,440
CISCO SYS INC COM 17275R102 BBG001S6HC62 69,070,944 1,453,819 SH   SOLE   1,247,649 0 206,170
COCA COLA CO COM 191216100 BBG001S5SMQ8 12,131,754 190,601 SH   SOLE   134,503 0 56,098
COHERENT CORP COM 19247G107 BBG001S5S6N6 79,155,666 1,092,405 SH   SOLE   766,297 0 326,108
COINBASE GLOBAL INC COM CL A 19260Q107 BBG00ZGF7799 45,179,803 203,302 SH   SOLE   144,912 0 58,390
COMFORT SYS USA INC COM 199908104 BBG001SB1GG8 263,023,960 864,869 SH   SOLE   576,675 0 288,194
CONOCOPHILLIPS COM 20825C104 BBG001S5TZM2 5,428,704 47,462 SH   SOLE   47,462 0 0
CONSTELLATION BRANDS INC CL A 21036P108 BBG001SD31G5 113,468,476 441,031 SH   SOLE   335,126 0 105,905
COOPER COS INC COM 216648501 BBG001S5Q1H6 57,532,498 659,021 SH   SOLE   460,344 0 198,677
COPART INC COM 217204106 BBG001S7MTB1 86,536,970 1,597,802 SH   SOLE   1,120,763 0 477,039
COSTAR GROUP INC COM 22160N109 BBG001SD3DY9 127,514,376 1,719,913 SH   SOLE   1,304,592 0 415,321
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 123,581,970 145,392 SH   SOLE   122,743 0 22,649
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105 BBG00T68J2H9 29,013,082 908,362 SH   SOLE   767,459 0 140,903
CSX CORP COM 126408103 BBG001S5Q7Q3 956,336 28,590 SH   SOLE   28,590 0 0
CUMMINS INC COM 231021106 BBG001S5Q9M3 5,288,809 19,098 SH   SOLE   13,473 0 5,625
CYTOKINETICS INC COM NEW 23282W605 BBG001SGMVF2 47,326,934 873,513 SH   SOLE   646,231 0 227,282
DANAHER CORPORATION COM 235851102 BBG001S5QGT0 5,495,451 21,995 SH   SOLE   19,595 0 2,400
DATADOG INC CL A COM 23804L103 BBG003NJHZW5 73,501,328 566,746 SH   SOLE   399,155 0 167,591
DAYFORCE INC COM 15677J108 BBG005D7PF43 23,238,698 468,522 SH   SOLE   327,591 0 140,931
DESCARTES SYS GROUP INC COM 249906108 BBG001SBJY34 54,710,533 564,958 SH   SOLE   327,207 0 237,751
DEVON ENERGY CORP NEW COM 25179M103 BBG001S63VG4 42,484,839 896,305 SH   SOLE   712,634 0 183,671
DEXCOM INC COM 252131107 BBG001SKZG99 222,827,800 1,965,318 SH   SOLE   1,294,498 0 670,820
DIAMONDBACK ENERGY INC COM 25278X109 BBG002PHSZN7 69,787,760 348,608 SH   SOLE   297,497 0 51,111
DRAFTKINGS INC NEW COM CL A 26142V105 BBG0134WCMB3 132,129,249 3,461,599 SH   SOLE   1,804,262 0 1,657,337
DYNATRACE INC COM NEW 268150109 BBG00PNN7CW9 91,939,089 2,054,964 SH   SOLE   1,438,389 0 616,575
E L F BEAUTY INC COM 26856L103 BBG00DQ6VYQ2 347,688 1,650 SH   SOLE   1,650 0 0
EAST WEST BANCORP INC COM 27579R104 BBG001SCC7R2 27,250,787 372,126 SH   SOLE   234,689 0 137,437
ELEVANCE HEALTH INC COM 036752103 BBG001S6KBQ8 666,488 1,230 SH   SOLE   1,230 0 0
ELI LILLY & CO COM 532457108 BBG001S5STL8 26,983,040 29,803 SH   SOLE   23,343 0 6,460
ENPHASE ENERGY INC COM 29355A107 BBG001V28NC6 29,802,761 298,894 SH   SOLE   210,254 0 88,640
ENVESTNET INC COM 29404K106 BBG001T7SQ20 35,333,119 564,517 SH   SOLE   476,997 0 87,520
F5 INC COM 315616102 BBG001SCP8D1 104,993,991 609,615 SH   SOLE   440,592 0 169,023
FABRINET SHS G3323L100 BBG001SP57F4 49,702,896 203,043 SH   SOLE   171,543 0 31,500
FAIR ISAAC CORP COM 303250104 BBG001S8ZT61 124,232,635 83,453 SH   SOLE   59,663 0 23,790
FERGUSON PLC NEW SHS G3421J106 BBG00NZ6VPK5 5,969,068 30,824 SH   SOLE   21,744 0 9,080
FIDELITY NATL INFORMATION SV COM 31620M106 BBG001S8SWQ0 5,288,539 70,177 SH   SOLE   49,522 0 20,655
FIFTH THIRD BANCORP COM 316773100 BBG001S5R6S2 7,260,306 198,967 SH   SOLE   140,392 0 58,575
FIRST CTZNS BANCSHARES INC N CL A 31946M103 BBG001S5R2V7 54,909,767 32,614 SH   SOLE   23,897 0 8,717
FIVE BELOW INC COM 33829M101 BBG001TCDMY9 1,997,420 18,330 SH   SOLE   18,330 0 0
FLEX LTD ORD Y2573F102 BBG001SC5SP6 86,469,546 2,932,165 SH   SOLE   1,945,058 0 987,107
FLYWIRE CORPORATION COM VTG 302492103 BBG002030ND3 85,562,290 5,220,396 SH   SOLE   3,693,535 0 1,526,861
FREEPORT-MCMORAN INC CL B 35671D857 BBG001S5R3F3 6,449,123 132,698 SH   SOLE   93,628 0 39,070
FTAI AVIATION LTD SHS G3730V105 BBG019M62R54 91,566,455 887,014 SH   SOLE   645,719 0 241,295
GALLAGHER ARTHUR J & CO COM 363576109 BBG001S5NKC2 66,445,237 256,239 SH   SOLE   182,499 0 73,740
GARTNER INC COM 366651107 BBG001S5SD60 6,452,992 14,370 SH   SOLE   14,370 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 BBG01BFR8YW0 68,402,794 877,859 SH   SOLE   618,414 0 259,445
GITLAB INC CLASS A COM 37637K108 BBG00DHTYPJ6 45,213,180 909,356 SH   SOLE   768,346 0 141,010
GLOBAL PMTS INC COM 37940X102 BBG001SGS2Z8 90,804,556 939,034 SH   SOLE   720,063 0 218,971
GLOBANT S A COM L44385109 BBG00564Y4W2 102,699,672 576,123 SH   SOLE   376,928 0 199,195
HAEMONETICS CORP MASS COM 405024100 BBG001S6QB64 61,458,462 742,880 SH   SOLE   627,420 0 115,460
HEICO CORP NEW CL A 422806208 BBG001S96YM2 3,573,478 20,130 SH   SOLE   20,130 0 0
HERSHEY CO COM 427866108 BBG001S5S148 7,473,976 40,657 SH   SOLE   28,687 0 11,970
HILTON WORLDWIDE HLDGS INC COM 43300A203 BBG0058KMH49 57,091,469 261,647 SH   SOLE   183,182 0 78,465
HOME DEPOT INC COM 437076102 BBG001S5RTW7 106,944,286 310,668 SH   SOLE   264,290 0 46,378
HUBBELL INC COM 443510607 BBG001S5S1L9 89,077,709 243,728 SH   SOLE   144,319 0 99,409
HUBSPOT INC COM 443573100 BBG001T53670 113,954,666 193,212 SH   SOLE   148,172 0 45,040
HUNT J B TRANS SVCS INC COM 445658107 BBG001S5SFY4 73,091,702 456,823 SH   SOLE   353,623 0 103,200
ICHOR HOLDINGS SHS G4740B105 BBG00F9VSD81 21,431,063 555,929 SH   SOLE   469,275 0 86,654
ICON PLC SHS G4705A100 BBG001SDCL35 165,434,184 527,751 SH   SOLE   417,729 0 110,022
IDEX CORP COM 45167R104 BBG001S67N14 78,697,368 391,140 SH   SOLE   239,770 0 151,370
IDEXX LABS INC COM 45168D104 BBG001S5S4Y9 54,859,909 112,602 SH   SOLE   79,375 0 33,227
ILLINOIS TOOL WKS INC COM 452308109 BBG001S5SDX0 3,017,212 12,733 SH   SOLE   10,988 0 1,745
IMPINJ INC COM 453204109 BBG001T313Q3 43,088,235 274,850 SH   SOLE   232,220 0 42,630
INNOVIVA INC COM 45781M101 BBG001SF23V0 43,939,487 2,679,237 SH   SOLE   2,264,985 0 414,252
INSIGHT ENTERPRISES INC COM 45765U103 BBG001S7LHJ0 74,253,884 374,339 SH   SOLE   316,204 0 58,135
INSULET CORP COM 45784P101 BBG001SRF439 119,361,408 591,484 SH   SOLE   381,039 0 210,445
INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 16,947,716 97,992 SH   SOLE   70,125 0 27,867
INTRA-CELLULAR THERAPIES INC COM 46116X101 BBG0026ZFZD3 71,425,618 1,042,862 SH   SOLE   725,482 0 317,380
INTUIT COM 461202103 BBG001S6TWR2 926,666 1,410 SH   SOLE   1,410 0 0
IRHYTHM TECHNOLOGIES INC COM 450056106 BBG001TSQV70 65,561,371 609,080 SH   SOLE   514,400 0 94,680
ISHARES TR RUS MD CP GR ETF 464287481 BBG001S561Z8 266,798 2,418 SH   SOLE   2,418 0 0
ITT INC COM 45073V108 BBG00CVQZQB3 82,886,280 641,634 SH   SOLE   541,586 0 100,048
JABIL INC COM 466313103 BBG001S7RB70 31,180,480 286,612 SH   SOLE   201,670 0 84,942
KEMPER CORP COM 488401100 BBG001SD3BG3 27,455,610 462,761 SH   SOLE   390,952 0 71,809
KEYCORP COM 493267108 BBG001S5SKV6 31,665,550 2,228,399 SH   SOLE   1,330,547 0 897,852
KINSALE CAP GROUP INC COM 49714P108 BBG00D8JDB02 34,769,979 90,246 SH   SOLE   76,246 0 14,000
KYNDRYL HLDGS INC COMMON STOCK 50155Q100 BBG012W99DS1 52,748,235 2,004,874 SH   SOLE   1,195,041 0 809,833
LANTHEUS HLDGS INC COM 516544103 BBG006Q52RF8 131,768,576 1,641,158 SH   SOLE   1,179,749 0 461,409
LEGEND BIOTECH CORP SPONSORED ADS 52490G102 BBG00TTGH6N2 211,361,147 4,772,209 SH   SOLE   3,217,742 0 1,554,467
LIGHTSPEED COMMERCE INC SUB VTG SHS 53229C107 BBG00B0JR9Q6 35,030,561 2,558,843 SH   SOLE   2,162,353 0 396,490
LINCOLN ELEC HLDGS INC COM 533900106 BBG001S5TV87 43,382,107 229,973 SH   SOLE   137,111 0 92,862
LIVE NATION ENTERTAINMENT IN COM 538034109 BBG001SNP2B2 37,679,924 401,962 SH   SOLE   282,430 0 119,532
LPL FINL HLDGS INC COM 50212V100 BBG001T5GK39 163,279,059 584,601 SH   SOLE   281,587 0 303,014
LULULEMON ATHLETICA INC COM 550021109 BBG001STBM75 210,882 706 SH   SOLE   706 0 0
M/I HOMES INC COM 55305B101 BBG001S7HGC4 130,388,358 1,067,532 SH   SOLE   751,781 0 315,751
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 BBG001T4BB37 111,514,195 1,000,396 SH   SOLE   635,601 0 364,795
MARQETA INC CLASS A COM 57142B104 BBG0112Z8873 43,915,580 8,013,792 SH   SOLE   5,634,076 0 2,379,716
MARVELL TECHNOLOGY INC COM 573874104 BBG00ZXBJ162 15,390,163 220,174 SH   SOLE   211,094 0 9,080
MASIMO CORP COM 574795100 BBG001S71GQ6 142,524,552 1,131,686 SH   SOLE   734,867 0 396,819
MEDIAALPHA INC CL A 58450V104 BBG00XRTJ8D2 445,146 33,800 SH   SOLE   33,800 0 0
MERCK & CO INC COM 58933Y105 BBG001S5TC52 12,343,850 99,708 SH   SOLE   70,357 0 29,351
MERCURY GENL CORP NEW COM 589400100 BBG001S98VJ0 337,439 6,350 SH   SOLE   6,350 0 0
MERITAGE HOMES CORP COM 59001A102 BBG001S9F527 61,609,335 380,657 SH   SOLE   321,623 0 59,034
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 434,421,615 861,572 SH   SOLE   622,927 0 238,645
METTLER TOLEDO INTERNATIONAL COM 592688105 BBG001SB87G1 258,554 185 SH   SOLE   185 0 0
MGM RESORTS INTERNATIONAL COM 552953101 BBG001S6BYT5 58,599,812 1,318,628 SH   SOLE   1,146,682 0 171,946
MICROCHIP TECHNOLOGY INC. COM 595017104 BBG001S787B5 50,297,560 549,700 SH   SOLE   391,401 0 158,299
MICROSOFT CORP COM 594918104 BBG001S5TD05 825,354,313 1,846,637 SH   SOLE   1,311,131 0 535,506
MICROSTRATEGY INC CL A NEW 594972408 BBG001SC7PX1 366,410 266 SH   SOLE   266 0 0
MKS INSTRS INC COM 55306N104 BBG001SBB6Q8 3,146,992 24,100 SH   SOLE   24,100 0 0
MONDAY COM LTD SHS M7S64H106 BBG00GF8K4X3 141,103,438 586,075 SH   SOLE   406,063 0 180,012
MONGODB INC CL A 60937P106 BBG0022FDRZ7 122,160,897 488,722 SH   SOLE   324,227 0 164,495
MOONLAKE IMMUNOTHERAPEUTICS CLASS A ORD 61559X104 BBG00XQZQVP7 49,141,971 1,117,625 SH   SOLE   945,301 0 172,324
MSCI INC COM 55354G100 BBG001SV8B05 61,709,208 128,094 SH   SOLE   95,482 0 32,612
MUELLER INDS INC COM 624756102 BBG001S6PVC4 10,220,730 179,500 SH   SOLE   126,660 0 52,840
MURAL ONCOLOGY PUB LTD CO ORD SHS G63365103 BBG01BCJBZC6 2,334,574 743,495 SH   SOLE   616,719 0 126,776
NANO DIMENSION LTD SPONSORD ADS NEW 63008G203 BBG009DFFWM1 327,954 149,070 SH   SOLE   149,070 0 0
NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 BBG008417VP2 323,989 7,860 SH   SOLE   7,860 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 BBG001S8W4X9 66,739,250 484,777 SH   SOLE   289,400 0 195,377
NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 7,566,049 106,850 SH   SOLE   92,620 0 14,230
NEXTRACKER INC CLASS A COM 65290E101 BBG00835TQ17 47,863,027 1,020,969 SH   SOLE   861,789 0 159,180
NORTHERN OIL & GAS INC COM 665531307 BBG001SK2P31 69,823,808 1,878,499 SH   SOLE   1,584,849 0 293,650
NOVA LTD COM M7516K103 BBG001SD4C89 42,176,468 179,834 SH   SOLE   151,740 0 28,094
NU HLDGS LTD ORD SHS CL A G6683N103 BBG0136WM2Y9 53,615,066 4,159,431 SH   SOLE   3,007,822 0 1,151,609
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 876,757,487 7,096,952 SH   SOLE   5,109,362 0 1,987,590
NXP SEMICONDUCTORS N V COM N6596X109 BBG001SF62F6 119,345,879 443,517 SH   SOLE   244,568 0 198,949
ODDITY TECH LTD SHS CL A M7518J104 BBG01H5JVHH4 59,155,084 1,506,752 SH   SOLE   1,058,793 0 447,959
OLD DOMINION FREIGHT LINE IN COM 679580100 BBG001S6WQT9 441,147 2,498 SH   SOLE   2,498 0 0
ON HLDG AG NAMEN AKT A H5919C104 BBG00LQK89G5 61,309,238 1,580,135 SH   SOLE   1,056,705 0 523,430
OPTION CARE HEALTH INC COM NEW 68404L201 BBG001S6X756 163,223,995 5,892,563 SH   SOLE   4,193,450 0 1,699,113
OVINTIV INC COM 69047Q102 BBG00R2NHQ74 70,775,528 1,510,039 SH   SOLE   898,374 0 611,665
PALANTIR TECHNOLOGIES INC CL A 69608A108 BBG001T53796 106,896,170 4,220,141 SH   SOLE   2,457,047 0 1,763,094
PALOMAR HLDGS INC COM 69753M105 BBG00NLMRYV9 25,712,864 316,856 SH   SOLE   269,442 0 47,414
PATTERSON-UTI ENERGY INC COM 703481101 BBG001S7GWF7 43,208,680 4,170,722 SH   SOLE   3,518,759 0 651,963
PAYLOCITY HLDG CORP COM 70438V106 BBG006598YZ0 38,322,466 290,652 SH   SOLE   180,659 0 109,993
PERMIAN RESOURCES CORP CLASS A COM 71424F105 BBG00D61Y2G3 79,968,921 4,951,636 SH   SOLE   2,940,279 0 2,011,357
PFIZER INC COM 717081103 BBG001S5V466 7,699,480 275,178 SH   SOLE   275,178 0 0
PLEXUS CORP COM 729132100 BBG001S5V812 8,939,412 86,639 SH   SOLE   55,849 0 30,790
PRIMERICA INC COM 74164M108 BBG001T5ZSQ6 62,632,426 264,741 SH   SOLE   216,881 0 47,860
PROCORE TECHNOLOGIES INC COM 74275K108 BBG0026ZJ313 46,031,419 694,185 SH   SOLE   498,161 0 196,024
PROGRESSIVE CORP COM 743315103 BBG001S5V509 189,945,680 914,475 SH   SOLE   562,895 0 351,580
PTC INC COM 69370C100 BBG001S6DNK6 115,946,970 638,228 SH   SOLE   416,715 0 221,513
PURE STORAGE INC CL A 74624M102 BBG00212PW10 49,381,959 769,070 SH   SOLE   545,296 0 223,774
RAMBUS INC DEL COM 750917106 BBG001S7RF80 32,067,682 545,740 SH   SOLE   461,124 0 84,616
RANPAK HOLDINGS CORP COM CL A 75321W103 BBG00JRXX6Z8 2,386,803 371,198 SH   SOLE   371,198 0 0
RAYMOND JAMES FINL INC COM 754730109 BBG001S5VQ03 4,956,143 40,095 SH   SOLE   40,095 0 0
RED ROCK RESORTS INC CL A 75700L108 BBG00B6G8068 60,206,905 1,096,066 SH   SOLE   649,869 0 446,197
REGAL REXNORD CORPORATION COM 758750103 BBG001S5VL68 78,410,292 579,872 SH   SOLE   407,377 0 172,495
REPAY HLDGS CORP COM CL A 76029L100 BBG00LFVTCC7 358,406 33,940 SH   SOLE   33,940 0 0
REPLIGEN CORP COM 759916109 BBG001S5VNT9 32,241,358 255,762 SH   SOLE   150,440 0 105,322
REVOLVE GROUP INC CL A 76156B107 BBG00M4RHC48 33,239,379 2,089,213 SH   SOLE   1,765,303 0 323,910
ROCKET PHARMACEUTICALS INC COM 77313F106 BBG001T92156 93,180,161 4,327,922 SH   SOLE   3,125,255 0 1,202,667
ROCKWELL AUTOMATION INC COM 773903109 BBG001S5VRF5 81,528,486 296,166 SH   SOLE   208,586 0 87,580
ROKU INC COM CL A 77543R102 BBG001ZZPQM2 40,702,958 679,175 SH   SOLE   402,205 0 276,970
ROSS STORES INC COM 778296103 BBG001S5VRS1 114,328,874 786,739 SH   SOLE   553,994 0 232,745
S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 55,651,619 124,779 SH   SOLE   100,165 0 24,614
SAIA INC COM 78709Y105 BBG001SL4QM4 128,812,895 271,591 SH   SOLE   193,625 0 77,966
SALESFORCE INC COM 79466L302 BBG001SDLP09 157,792,878 613,741 SH   SOLE   518,794 0 94,947
SAMSARA INC COM CL A 79589L106 BBG0099PW5Q0 113,500,892 3,367,979 SH   SOLE   2,439,157 0 928,822
SANOFI SPONSORED ADR 80105N105 BBG001S5W768 5,720,702 117,904 SH   SOLE   117,904 0 0
SAP SE SPON ADR 803054204 BBG001S6RD41 135,374,020 671,132 SH   SOLE   400,569 0 270,563
SCHWAB CHARLES CORP COM 808513105 BBG001S5VXD4 80,032,585 1,086,071 SH   SOLE   885,091 0 200,980
SELECTIVE INS GROUP INC COM 816300107 BBG001S5W2R6 29,040,104 309,497 SH   SOLE   183,603 0 125,894
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 BBG00JPGYWV3 81,933,717 2,191,327 SH   SOLE   1,904,857 0 286,470
SENTINELONE INC CL A 81730H109 BBG00B6F2F27 67,396,606 3,201,739 SH   SOLE   1,909,229 0 1,292,510
SERVICENOW INC COM 81762P102 BBG001T4JFC0 281,786,727 358,202 SH   SOLE   245,340 0 112,862
SHIFT4 PMTS INC CL A 82452J109 BBG00TX393M3 105,791,311 1,442,281 SH   SOLE   1,096,931 0 345,350
SMARTSHEET INC COM CL A 83200N103 BBG00GQK3WC4 62,638,121 1,421,010 SH   SOLE   1,214,540 0 206,470
STAG INDL INC COM 85254J102 BBG001T9F312 44,280,526 1,227,968 SH   SOLE   1,022,990 0 204,978
SUN CMNTYS INC COM 866674104 BBG001S7HRC0 72,739,754 604,452 SH   SOLE   360,152 0 244,300
SUPER MICRO COMPUTER INC COM 86800U104 BBG001SQGH95 760,357 928 SH   SOLE   928 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG001S5WWW4 184,243,492 1,060,028 SH   SOLE   702,456 0 357,572
TAPESTRY INC COM 876030107 BBG001SFH7D5 63,308,789 1,479,523 SH   SOLE   881,873 0 597,650
TENABLE HLDGS INC COM 88025T102 BBG00LBLCDR3 38,787,202 890,023 SH   SOLE   752,023 0 138,000
TERADYNE INC COM 880770102 BBG001S5WMZ3 49,313,876 332,550 SH   SOLE   236,171 0 96,379
TERRENO RLTY CORP COM 88146M101 BBG001T60PW1 523,151 8,840 SH   SOLE   8,840 0 0
TESLA INC COM 88160R101 BBG001SQKGD7 86,670,785 437,997 SH   SOLE   291,307 0 146,690
TEXAS ROADHOUSE INC COM 882681109 BBG001SLR3C1 135,546,500 789,392 SH   SOLE   546,052 0 243,340
THE TRADE DESK INC COM CL A 88339J105 BBG00629NGW8 50,082,137 512,769 SH   SOLE   366,126 0 146,643
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 10,017,042 18,114 SH   SOLE   15,439 0 2,675
TIMKEN CO COM 887389104 BBG001S5WQK0 3,831,817 47,820 SH   SOLE   47,820 0 0
TJX COS INC NEW COM 872540109 BBG001S5WQ93 7,618,810 69,199 SH   SOLE   48,834 0 20,365
TRACTOR SUPPLY CO COM 892356106 BBG001S7K017 7,850,790 29,077 SH   SOLE   20,522 0 8,555
TRADEWEB MKTS INC CL A 892672106 BBG00NK8H9M7 52,062,748 491,158 SH   SOLE   293,073 0 198,085
TRANE TECHNOLOGIES PLC SHS G8994E103 BBG001S5SBV6 1,170,662 3,559 SH   SOLE   3,559 0 0
TRANSDIGM GROUP INC COM 893641100 BBG001SPV1C1 464,291,275 363,406 SH   SOLE   242,223 0 121,183
UBER TECHNOLOGIES INC COM 90353T100 BBG002B04MW4 205,507,514 2,827,566 SH   SOLE   1,817,414 0 1,010,152
UNION PAC CORP COM 907818108 BBG001S5X2M0 96,674,510 427,272 SH   SOLE   360,287 0 66,985
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 104,120,279 204,454 SH   SOLE   174,846 0 29,608
UNIVERSAL DISPLAY CORP COM 91347P105 BBG001S5V9H3 34,792,801 165,483 SH   SOLE   140,248 0 25,235
VALERO ENERGY CORP COM 91913Y100 BBG001S5X8K9 8,338,848 53,195 SH   SOLE   42,760 0 10,435
VAXCYTE INC COM 92243G108 BBG009PHHPP4 145,685,067 1,929,348 SH   SOLE   1,423,997 0 505,351
VEECO INSTRS INC DEL COM 922417100 BBG001S5X6T4 39,998,147 856,308 SH   SOLE   510,438 0 345,870
VERTEX PHARMACEUTICALS INC COM 92532F100 BBG001S68LJ8 254,984 544 SH   SOLE   544 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 BBG00L2B8LM7 309,130,173 3,570,870 SH   SOLE   2,074,541 0 1,496,329
VIKING THERAPEUTICS INC COM 92686J106 BBG006LGV887 41,702,702 786,695 SH   SOLE   582,375 0 204,320
VISA INC COM CL A 92826C839 BBG001SRCFY3 231,616,176 882,448 SH   SOLE   738,061 0 144,387
VISTRA CORP COM 92840M102 BBG00DXDL6R0 23,841,317 277,289 SH   SOLE   220,396 0 56,893
VULCAN MATLS CO COM 929160109 BBG001S5X8R2 75,369,529 303,078 SH   SOLE   213,234 0 89,844
WALMART INC COM 931142103 BBG001S5XH92 63,954,619 944,537 SH   SOLE   772,722 0 171,815
WASTE CONNECTIONS INC COM 94106B101 BBG001SKJ4K1 62,376,233 355,704 SH   SOLE   257,928 0 97,776
WATSCO INC COM 942622200 BBG001S82CQ2 10,375,186 22,397 SH   SOLE   15,802 0 6,595
WEX INC COM 96208T104 BBG001SCJLG6 42,036,916 237,309 SH   SOLE   200,512 0 36,797
WILEY JOHN & SONS INC CL A 968223206 BBG001S8K9L4 8,070,240 198,286 SH   SOLE   139,911 0 58,375
WILLIAMS COS INC COM 969457100 BBG001S5XH10 8,012,653 188,533 SH   SOLE   154,068 0 34,465
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 BBG00B0FS9V7 119,108,129 3,164,403 SH   SOLE   2,235,006 0 929,397
WINGSTOP INC COM 974155103 BBG008N298X9 184,482,214 436,479 SH   SOLE   280,114 0 156,365
WINTRUST FINL CORP COM 97650W108 BBG001S945T0 20,558,039 208,584 SH   SOLE   176,184 0 32,400
WNS HLDGS LTD COM SHS G98196101 BBG01M1K52F8 55,268,115 1,052,726 SH   SOLE   894,267 0 158,459
XENON PHARMACEUTICALS INC COM 98420N105 BBG002VBMLS5 25,091,859 643,546 SH   SOLE   555,606 0 87,940
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 BBG001S6SX73 52,521,334 170,010 SH   SOLE   119,609 0 50,401
ZSCALER INC COM 98980G102 BBG003338H61 57,407,529 298,702 SH   SOLE   210,443 0 88,259