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
hours per response: 23.8
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
4D MOLECULAR THERAPEUTICS IN COM 35104E100   24,726,992 776,114 SH   SOLE   776,114 0 0
908 DEVICES INC COM 65443P102   10,804,012 1,430,995 SH   SOLE   1,430,995 0 0
AEROVATE THERAPEUTICS INC COM 008064107   13,173,435 445,500 SH   SOLE   445,500 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107   13,002,150 87,000 SH   SOLE   87,000 0 0
ALPINE IMMUNE SCIENCES INC COM 02083G100   16,194,605 408,542 SH   SOLE   408,542 0 0
AMGEN INC COM 031162100   1,394,021 4,903 SH   SOLE   4,903 0 0
ANAPTYSBIO INC COM 032724106   9,616,040 427,000 SH   SOLE   427,000 0 0
APELLIS PHARMACEUTICALS INC COM 03753U106   12,331,691 209,794 SH   SOLE   209,794 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105   10,330,877 52,295 SH   SOLE   52,295 0 0
APTIV PLC SHS G6095L109   19,966,264 250,675 SH   SOLE   250,675 0 0
ARCUS BIOSCIENCES INC COM 03969F109   4,531,200 240,000 SH   SOLE   240,000 0 0
ARDELYX INC COM 039697107   49,734,666 6,812,968 SH   SOLE   6,812,968 0 0
ARGENX SE SPONSORED ADR 04016X101   86,168,378 218,857 SH   SOLE   218,857 0 0
ARROWHEAD PHARMACEUTICALS IN COM 04280A100   8,960,065 313,289 SH   SOLE   313,289 0 0
ARTERIS INC COM 04302A104   2,920,848 399,023 SH   SOLE   399,023 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   58,312,631 60,087 SH   SOLE   60,087 0 0
AURA BIOSCIENCES INC COM 05153U107   45,551,054 5,802,682 SH   SOLE   5,802,682 0 0
AUTOLIV INC COM 052800109   34,104,933 283,193 SH   SOLE   283,193 0 0
AXSOME THERAPEUTICS INC COM 05464T104   27,667,618 346,712 SH   SOLE   346,712 0 0
BIOHAVEN LTD COM G1110E107   21,936,214 401,101 SH   SOLE   401,101 0 0
BLUEPRINT MEDICINES CORP COM 09627Y109   21,977,639 231,685 SH   SOLE   231,685 0 0
BRIDGEBIO PHARMA INC COM 10806X102   22,167,383 716,927 SH   SOLE   716,927 0 0
BRUKER CORP COM 116794108   19,761,406 210,362 SH   SOLE   210,362 0 0
CABOT CORP COM 127055101   9,419,060 102,159 SH   SOLE   102,159 0 0
CDW CORP COM 12514G108   48,394,599 189,204 SH   SOLE   189,204 0 0
CELCUITY INC COM 15102K100   30,024,000 1,390,000 SH   SOLE   1,390,000 0 0
CELLDEX THERAPEUTICS INC NEW COM NEW 15117B202   130,908,081 3,119,087 SH   SOLE   3,119,087 0 0
CEREVEL THERAPEUTICS HLDNG I COM 15678U128   20,712,300 490,000 SH   SOLE   490,000 0 0
CMS ENERGY CORP COM 125896100   10,177,427 168,668 SH   SOLE   168,668 0 0
COLLEGIUM PHARMACEUTICAL INC COM 19459J104   102,253,472 2,634,041 SH   SOLE   2,634,041 0 0
CONSTELLATION ENERGY CORP COM 21037T109   11,551,831 62,493 SH   SOLE   62,493 0 0
COPART INC COM 217204106   41,309,065 713,209 SH   SOLE   713,209 0 0
COURSERA INC COM 22266M104   63,311,642 4,515,809 SH   SOLE   4,515,809 0 0
CRINETICS PHARMACEUTICALS IN COM 22663K107   49,601,421 1,059,633 SH   SOLE   1,059,633 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   80,084,664 249,804 SH   SOLE   249,804 0 0
CYTOKINETICS INC COM NEW 23282W605   17,818,316 254,148 SH   SOLE   254,148 0 0
D R HORTON INC COM 23331A109   129,673,463 788,049 SH   SOLE   788,049 0 0
DATADOG INC CL A COM 23804L103   125,655,592 1,016,631 SH   SOLE   1,016,631 0 0
DIAMONDBACK ENERGY INC COM 25278X109   11,795,871 59,524 SH   SOLE   59,524 0 0
DLOCAL LTD CLASS A COM G29018101   49,435,997 3,362,993 SH   SOLE   3,362,993 0 0
DOUBLEVERIFY HLDGS INC COM 25862V105   82,485,712 2,346,010 SH   SOLE   2,346,010 0 0
DYNAVAX TECHNOLOGIES CORP COM NEW 268158201   35,951,187 2,896,953 SH   SOLE   2,896,953 0 0
EASTGROUP PPTYS INC COM 277276101   27,046,756 150,452 SH   SOLE   150,452 0 0
ELEMENT SOLUTIONS INC COM 28618M106   18,433,117 737,915 SH   SOLE   737,915 0 0
ELI LILLY & CO COM 532457108   679,937 874 SH   SOLE   874 0 0
ENTEGRIS INC COM 29362U104   69,456,554 494,212 SH   SOLE   494,212 0 0
EOG RES INC COM 26875P101   689,441 5,393 SH   SOLE   5,393 0 0
EQUINIX INC COM 29444U700   10,198,603 12,357 SH   SOLE   12,357 0 0
EVOLENT HEALTH INC CL A 30050B101   86,649,805 2,642,568 SH   SOLE   2,642,568 0 0
EXACT SCIENCES CORP COM 30063P105   74,910,901 1,084,722 SH   SOLE   1,084,722 0 0
FERGUSON PLC NEW SHS G3421J106   42,058,260 192,548 SH   SOLE   192,548 0 0
FIVE9 INC CALL 338307101   2,240,000 32,000 SH Call SOLE   32,000 0 0
FIVE9 INC COM 338307101   43,805,562 705,290 SH   SOLE   705,290 0 0
FLYWIRE CORPORATION COM VTG 302492103   104,132,358 4,197,193 SH   SOLE   4,197,193 0 0
GALLAGHER ARTHUR J & CO COM 363576109   39,046,246 156,160 SH   SOLE   156,160 0 0
GITLAB INC CLASS A COM 37637K108   40,573,457 695,704 SH   SOLE   695,704 0 0
GLOBAL E ONLINE LTD SHS M5216V106   81,686,847 2,247,231 SH   SOLE   2,247,231 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109   9,700,283 33,194 SH   SOLE   33,194 0 0
GUARDANT HEALTH INC COM 40131M109   86,221,682 4,179,432 SH   SOLE   4,179,432 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101   11,867,520 220,750 SH   SOLE   220,750 0 0
HOULIHAN LOKEY INC CL A 441593100   29,378,969 229,183 SH   SOLE   229,183 0 0
HUBSPOT INC COM 443573100   88,715,257 141,591 SH   SOLE   141,591 0 0
IDEAYA BIOSCIENCES INC COM 45166A102   14,699,800 335,000 SH   SOLE   335,000 0 0
IDEX CORP COM 45167R104   16,274,670 66,694 SH   SOLE   66,694 0 0
IDEXX LABS INC COM 45168D104   120,343,378 222,887 SH   SOLE   222,887 0 0
INARI MED INC COM 45332Y109   53,977,500 1,125,000 SH   SOLE   1,125,000 0 0
INOZYME PHARMA INC COM 45790W108   24,357,551 3,179,837 SH   SOLE   3,179,837 0 0
INSMED INC COM PAR $.01 457669307   17,232,569 635,185 SH   SOLE   635,185 0 0
INSPIRE MED SYS INC COM 457730109   26,868,081 125,090 SH   SOLE   125,090 0 0
INTAPP INC COM 45827U109   2,313,398 67,446 SH   SOLE   67,446 0 0
INTUIT COM 461202103   1,555,450 2,393 SH   SOLE   2,393 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   30,021,545 75,225 SH   SOLE   75,225 0 0
IRHYTHM TECHNOLOGIES INC COM 450056106   27,739,660 239,135 SH   SOLE   239,135 0 0
IRON MTN INC DEL COM 46284V101   19,868,177 247,702 SH   SOLE   247,702 0 0
KEROS THERAPEUTICS INC COM 492327101   45,016,000 680,000 SH   SOLE   680,000 0 0
KLA CORP COM NEW 482480100   48,215,301 69,020 SH   SOLE   69,020 0 0
KORRO BIO INC COM 500946108   48,374,100 537,490 SH   SOLE   537,490 0 0
KRYSTAL BIOTECH INC COM 501147102   24,284,776 136,485 SH   SOLE   136,485 0 0
KYMERA THERAPEUTICS INC COM 501575104   794,915 19,774 SH   SOLE   19,774 0 0
LAM RESEARCH CORP COM 512807108   91,932,868 94,623 SH   SOLE   94,623 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104   43,548,451 556,672 SH   SOLE   556,672 0 0
LEXEO THERAPEUTICS INC COM 52886X107   52,828,225 3,369,147 SH   SOLE   3,369,147 0 0
LINDE PLC SHS G54950103   3,873,357 8,342 SH   SOLE   8,342 0 0
LITHIA MTRS INC COM 536797103   83,263,607 276,752 SH   SOLE   276,752 0 0
LOWES COS INC COM 548661107   69,497,476 272,828 SH   SOLE   272,828 0 0
MARINUS PHARMACEUTICALS INC COM NEW 56854Q200   21,212,595 2,346,526 SH   SOLE   2,346,526 0 0
METAGENOMI INC COM ADDED 59102M104   6,151,082 583,041 SH   SOLE   583,041 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105   97,631,483 73,336 SH   SOLE   73,336 0 0
MIRUM PHARMACEUTICALS INC COM 604749101   82,906,048 3,300,400 SH   SOLE   3,300,400 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104   20,298,835 631,379 SH   SOLE   631,379 0 0
MONDAY COM LTD SHS M7S64H106   90,232,806 399,490 SH   SOLE   399,490 0 0
MONGODB INC CL A 60937P106   51,195,143 142,748 SH   SOLE   142,748 0 0
MONOLITHIC PWR SYS INC COM 609839105   66,772,612 98,569 SH   SOLE   98,569 0 0
MSCI INC COM 55354G100   44,392,684 79,209 SH   SOLE   79,209 0 0
NAYAX LTD SHS M7S750159   2,294,150 87,164 SH   SOLE   87,164 0 0
NETAPP INC COM 64110D104   11,074,755 105,504 SH   SOLE   105,504 0 0
NOVANTA INC COM 67000B104   22,083,762 126,359 SH   SOLE   126,359 0 0
NUTANIX INC CL A 67059N108   1,275,752 20,670 SH   SOLE   20,670 0 0
NVENT ELECTRIC PLC SHS G6700G107   57,987,576 769,066 SH   SOLE   769,066 0 0
NVIDIA CORPORATION COM 67066G104   1,287,573 1,425 SH   SOLE   1,425 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100   164,267,138 749,018 SH   SOLE   749,018 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   35,862,260 31,768 SH   SOLE   31,768 0 0
OTIS WORLDWIDE CORP COM 68902V107   1,011,462 10,189 SH   SOLE   10,189 0 0
PALO ALTO NETWORKS INC COM 697435105   61,168,075 215,282 SH   SOLE   215,282 0 0
PENTAIR PLC SHS G7S00T104   27,067,221 316,798 SH   SOLE   316,798 0 0
PINNACLE FINL PARTNERS INC COM 72346Q104   3,871,814 45,084 SH   SOLE   45,084 0 0
POOL CORP COM 73278L105   115,692,327 286,722 SH   SOLE   286,722 0 0
PRIVIA HEALTH GROUP INC COM 74276R102   19,590,000 1,000,000 SH   SOLE   1,000,000 0 0
PROCORE TECHNOLOGIES INC COM 74275K108   3,919,673 47,702 SH   SOLE   47,702 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106   15,471,257 231,675 SH   SOLE   231,675 0 0
R1 RCM INC COM 77634L105   17,722,622 1,375,980 SH   SOLE   1,375,980 0 0
REMITLY GLOBAL INC COM 75960P104   21,334,782 1,028,678 SH   SOLE   1,028,678 0 0
REPLIGEN CORP COM 759916109   21,886,480 119,000 SH   SOLE   119,000 0 0
REVOLUTION MEDICINES INC COM 76155X100   11,635,030 361,000 SH   SOLE   361,000 0 0
RLI CORP COM 749607107   5,176,407 34,865 SH   SOLE   34,865 0 0
ROCKET PHARMACEUTICALS INC COM 77313F106   13,220,320 490,732 SH   SOLE   490,732 0 0
ROLLINS INC COM 775711104   62,206,267 1,344,419 SH   SOLE   1,344,419 0 0
ROPER TECHNOLOGIES INC COM 776696106   139,288,540 248,357 SH   SOLE   248,357 0 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104   20,976,164 690,687 SH   SOLE   690,687 0 0
S&P GLOBAL INC COM 78409V104   3,441,040 8,088 SH   SOLE   8,088 0 0
SAREPTA THERAPEUTICS INC COM 803607100   17,537,428 135,466 SH   SOLE   135,466 0 0
SCHOLAR ROCK HLDG CORP COM 80706P103   26,875,853 1,513,280 SH   SOLE   1,513,280 0 0
SEMPRA COM 816851109   5,637,793 78,488 SH   SOLE   78,488 0 0
SERVICENOW INC COM 81762P102   1,006,368 1,320 SH   SOLE   1,320 0 0
SHERWIN WILLIAMS CO COM 824348106   32,984,541 94,966 SH   SOLE   94,966 0 0
SHOCKWAVE MED INC COM 82489T104   165,230,523 507,418 SH   SOLE   507,418 0 0
SOUTHERN CO COM 842587107   12,114,232 168,863 SH   SOLE   168,863 0 0
SPROUT SOCIAL INC COM CL A 85209W109   57,110,465 956,464 SH   SOLE   956,464 0 0
STERIS PLC SHS USD G8473T100   22,228,628 98,873 SH   SOLE   98,873 0 0
SYNOPSYS INC COM 871607107   40,141,017 70,238 SH   SOLE   70,238 0 0
SYNOVUS FINL CORP COM NEW 87161C501   6,962,188 173,794 SH   SOLE   173,794 0 0
SYSCO CORP COM 871829107   9,761,814 120,249 SH   SOLE   120,249 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   3,286,968 24,160 SH   SOLE   24,160 0 0
TARGA RES CORP COM 87612G101   52,856,032 471,971 SH   SOLE   471,971 0 0
TG THERAPEUTICS INC COM 88322Q108   10,933,161 718,814 SH   SOLE   718,814 0 0
THE TRADE DESK INC COM CL A 88339J105   132,358,688 1,514,055 SH   SOLE   1,514,055 0 0
TOAST INC CL A 888787108   80,589,162 3,233,915 SH   SOLE   3,233,915 0 0
TOURMALINE BIO INC COM 89157D105   7,348,976 320,916 SH   SOLE   320,916 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   240,829,746 802,231 SH   SOLE   802,231 0 0
TRANSMEDICS GROUP INC COM 89377M109   86,502,036 1,169,895 SH   SOLE   1,169,895 0 0
TREX CO INC COM 89531P105   65,476,000 656,401 SH   SOLE   656,401 0 0
TURNSTONE BIOLOGICS CORP COM 90042W100   1,200,791 458,317 SH   SOLE   458,317 0 0
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108   16,761,710 359,000 SH   SOLE   359,000 0 0
UNION PAC CORP COM 907818108   1,020,855 4,151 SH   SOLE   4,151 0 0
VAXCYTE INC COM 92243G108   44,893,742 657,206 SH   SOLE   657,206 0 0
VERACYTE INC COM 92337F107   12,498,240 564,000 SH   SOLE   564,000 0 0
VERISK ANALYTICS INC COM 92345Y106   13,920,799 59,054 SH   SOLE   59,054 0 0
VERONA PHARMA PLC SPONSORED ADS 925050106   35,197,197 2,187,520 SH   SOLE   2,187,520 0 0
VIKING THERAPEUTICS INC COM 92686J106   20,743,458 252,969 SH   SOLE   252,969 0 0
VISTRA CORP COM 92840M102   25,969,769 372,861 SH   SOLE   372,861 0 0
VYNE THERAPEUTICS INC COM 92941V308   3,130,284 1,394,336 SH   SOLE   1,394,336 0 0
WASTE CONNECTIONS INC COM 94106B101   138,759,951 806,697 SH   SOLE   806,697 0 0
WASTE MGMT INC DEL COM 94106L109   1,701,363 7,982 SH   SOLE   7,982 0 0
WILLIAMS COS INC COM 969457100   27,556,466 707,120 SH   SOLE   707,120 0 0
WORKDAY INC CL A 98138H101   25,788,785 94,551 SH   SOLE   94,551 0 0
XOMETRY INC CLASS A COM 98423F109   85,760,208 5,077,573 SH   SOLE   5,077,573 0 0
ZENTALIS PHARMACEUTICALS INC COM 98943L107   182,419,179 11,574,821 SH   SOLE   11,574,821 0 0