0000764529-23-000004.txt : 20230726 0000764529-23-000004.hdr.sgml : 20230726 20230726151202 ACCESSION NUMBER: 0000764529-23-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230726 DATE AS OF CHANGE: 20230726 EFFECTIVENESS DATE: 20230726 FILER: COMPANY DATA: COMPANY CONFORMED NAME: PEREGRINE CAPITAL MANAGEMENT LLC CENTRAL INDEX KEY: 0000764529 IRS NUMBER: 416257136 STATE OF INCORPORATION: MN FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-01523 FILM NUMBER: 231113174 BUSINESS ADDRESS: STREET 1: 800 LASALLE AVE STE 1750 CITY: MINNEAPOLIS STATE: MN ZIP: 55402 BUSINESS PHONE: 6123437613 MAIL ADDRESS: STREET 1: 800 LASALLE AVE STE 1750 CITY: MINNEAPOLIS STATE: MN ZIP: 55402-2018 FORMER COMPANY: FORMER CONFORMED NAME: PEREGRINE CAPITAL MANAGEMENT INC /MN/ DATE OF NAME CHANGE: 19990326 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0000764529 XXXXXXXX 06-30-2023 06-30-2023 PEREGRINE CAPITAL MANAGEMENT LLC

800 LASALLE AVE STE 1750 MINNEAPOLIS MN 55402-2018

13F HOLDINGS REPORT 028-01523 N Sami Shingu 6123437674 Sami Shingu Hopkins MN 07-26-2023 0 320 3676206844 false INFORMATION TABLE 2 PeregrineInfoTable_2Q23.xml 1-800-FLOWERS.COM INC CLASS A COM 68243Q106 7234430 927491 SH SOLE 585951 0 341540 A10 NETWORKS COM 002121101 12025093 824201 SH SOLE 522323 0 301878 ACADEMY SPORTS AND OUTDOORS COM 00402L107 11870083 219613 SH SOLE 59415 0 160198 ADAPTIVE BIOTECHNOLOGIES COM 00650F109 3135489 467286 SH SOLE 128878 0 338408 ADOBE INC COM 00724F101 51646635 105619 SH SOLE 104503 0 1116 ADTALEM GLOBAL EDUCATION INC COM 00737L103 10892785 317204 SH SOLE 200364 0 116840 ADVANCED DRAINAGE SYSTEMS COM 00790R104 13162298 115682 SH SOLE 38098 0 77584 AERCAP HOLDINGS NV COM N00985106 13339 210 SH SOLE 0 0 210 AES CORP COM 00130H105 11816 570 SH SOLE 0 0 570 AIR LEASE CORPORATION CLASS A COM 00912X302 9776579 233610 SH SOLE 147628 0 85982 ALLETE INC COM 018522300 8723673 150486 SH SOLE 95167 0 55319 ALNYLAM PHARMACEUTICALS COM 02043Q107 217861 1147 SH SOLE 0 0 1147 ALPHA AND OMEGA SEMICONDUCTOR LTD COM G6331P104 9167174 279487 SH SOLE 176450 0 103037 ALPHABET INC CAP STK CL A COM 02079K305 72554360 606135 SH SOLE 598352 0 7783 ALPHABET INC CAP STK CL C COM 02079K107 31210381 258001 SH SOLE 256821 0 1180 AMALGAMATED FINANCIAL CORP COM 022671101 461188 28663 SH SOLE 28663 0 0 AMAZON.COM INC COM 023135106 107907315 827764 SH SOLE 819137 0 8627 AMERIS BANCORP COM 03076K108 8100586 236790 SH SOLE 149563 0 87227 AMICUS THERAPEUTICS COM 03152W109 8913468 709671 SH SOLE 194564 0 515107 AMN HEALTHCARE SERVICES COM 001744101 9313719 85353 SH SOLE 52443 0 32910 ANDERSONS INC COM 034164103 10745843 232846 SH SOLE 147440 0 85406 ANSYS INC COM 03662Q105 1372272 4155 SH SOLE 4155 0 0 ARES MANAGEMENT CORPORATION COM 03990B101 85349142 885824 SH SOLE 876632 0 9192 ASBURY AUTOMOTIVE GROUP COM 043436104 14648310 60928 SH SOLE 38579 0 22349 ASGN INC COM 00191U102 15569872 205869 SH SOLE 66960 0 138909 ASML HOLDING NV ADR COM N07059210 628358 867 SH SOLE 867 0 0 ASSOCIATED BANC-CORP COM 045487105 6938504 427511 SH SOLE 270070 0 157441 ASSURED GUARANTY LTD COM G0585R106 12164 218 SH SOLE 0 0 218 ASTEC INDUSTRIES INC. COM 046224101 6910879 152088 SH SOLE 100876 0 51212 ATKORE INC COM 047649108 12490014 80095 SH SOLE 22014 0 58081 ATLASSIAN CORP CLASS A COM 049468101 25093301 149534 SH SOLE 147951 0 1583 ATMUS FILTRATION TECHNOLOGIES INC COM 04956D107 7388178 336438 SH SOLE 212798 0 123640 AUTODESK INC. COM 052769106 1175280 5744 SH SOLE 5744 0 0 AVANTOR COM 05352A100 17391608 846719 SH SOLE 264723 0 581996 AVID BIOSERVICES COM 05368M106 5700961 408086 SH SOLE 116081 0 292005 AVISTA CORPORATION COM 05379B107 8732313 222366 SH SOLE 140935 0 81431 AXALTA COATING SYSTEMS LTD COM G0750C108 15093 460 SH SOLE 0 0 460 AXONICS INC COM 05465P101 11859087 234973 SH SOLE 62665 0 172308 AXSOME THERAPEUTICS COM 05464T104 7727321 107533 SH SOLE 29289 0 78244 AZEK COMPANY COM 05478C105 19280342 636525 SH SOLE 279242 0 357283 AZENTA COM 114340102 5573405 119396 SH SOLE 32495 0 86901 BANNER CORPORATION COM 06652V208 7081484 162159 SH SOLE 102589 0 59570 BARNES GROUP INC COM 067806109 13439751 318553 SH SOLE 201020 0 117533 BERRY GLOBAL GROUP INC COM 08579W103 12225 190 SH SOLE 0 0 190 BILL HOLDINGS COM 090043100 47689406 408125 SH SOLE 355238 0 52887 BIOLIFE SOLUTIONS COM 09062W204 8083318 365761 SH SOLE 99884 0 265877 BLACK KNIGHT COM 09215C105 13836992 231659 SH SOLE 62879 0 168780 BLUEPRINT MEDICINES COM 09627Y109 9074825 143589 SH SOLE 39291 0 104298 BOISE CASCADE COM 09739D100 11694814 129439 SH SOLE 36405 0 93034 BOOT BARN HOLDINGS COM 099406100 8608315 101645 SH SOLE 28047 0 73598 BORGWARNER INC COM 099724106 12472 255 SH SOLE 0 0 255 BOWLERO CORP COM 10258P102 3936241 338165 SH SOLE 92679 0 245486 BOX INC COM 10316T104 18278091 622127 SH SOLE 172789 0 449338 BRIGHTVIEW HOLDINGS COM 10948C107 6328129 881355 SH SOLE 557900 0 323455 BRINKER INTERNATIONAL COM 109641100 14848693 405702 SH SOLE 256422 0 149280 BRP GROUP COM 05589G102 17051762 688126 SH SOLE 215352 0 472774 BUNGE LIMITED COM G16962105 1341091 14214 SH SOLE 14034 0 180 BURLINGTON STORES COM 122017106 8300906 52741 SH SOLE 19773 0 32968 BWX TECHNOLOGIES INC COM 05605H100 21471 300 SH SOLE 0 0 300 CABOT CORPORATION COM 127055101 7947937 118821 SH SOLE 75079 0 43742 CADENCE DESIGN SYSTEMS COM 127387108 21681139 92449 SH SOLE 91463 0 986 CALLON PETROLEUM COMPANY COM 13123X508 14524241 414150 SH SOLE 186769 0 227381 CANADIAN PACIFIC KANSAS CITY LTD COM 13646K108 1356451 16794 SH SOLE 16794 0 0 CARPENTER TECHNOLOGY COM 144285103 10442706 186045 SH SOLE 117514 0 68531 CATALENT INC COM 148806102 937487 21621 SH SOLE 21621 0 0 CENTERSPACE COM 15202L107 9729180 158559 SH SOLE 100286 0 58273 CENTURY COMMUNITIES INC COM 156504300 15596384 203555 SH SOLE 129193 0 74362 CHAMPIONX CORPORATION COM 15872M104 11794269 379970 SH SOLE 103832 0 276138 CHART INDUSTRIES COM 16115Q308 14123998 88391 SH SOLE 29765 0 58626 CIENA CORP COM 171779309 15399778 362433 SH SOLE 100190 0 262243 CLARIVATE PLC COM G21810109 9233951 968935 SH SOLE 263282 0 705653 CLOUDFLARE COM 18915M107 37872698 579359 SH SOLE 573476 0 5883 CNX RESOURCES CORPORATION COM 12653C108 8659498 488685 SH SOLE 309126 0 179559 COGNEX CORPORATION COM 192422103 1380333 24640 SH SOLE 24640 0 0 COHERENT CORP COM 19247G107 20392 400 SH SOLE 0 0 400 COHERUS BIOSCIENCES INC COM 19249H103 6138351 1437553 SH SOLE 908849 0 528704 COLLEGIUM PHARMACEUTICAL COM 19459J104 10289971 478826 SH SOLE 303429 0 175397 COLUMBIA BKG SYS INC COM 197236102 9049402 446223 SH SOLE 281715 0 164508 COMMUNITY HEALTHCARE TRUST INC COM 20369C106 8256816 250055 SH SOLE 158336 0 91719 COMPASS MINERALS INTERNATIONAL INC COM 20451N101 7812860 229790 SH SOLE 145550 0 84240 CONCENTRIX CORPORATION COM 20602D101 9690 120 SH SOLE 0 0 120 CONFLUENT COM 20717M103 10603311 300292 SH SOLE 82256 0 218036 CONMED CORPORATION COM 207410101 16218064 119347 SH SOLE 33123 0 86224 COPART COM 217204106 282204 3094 SH SOLE 0 0 3094 CORE AND MAIN COM 21874C102 12183676 388758 SH SOLE 102809 0 285949 COSTAR GROUP INC COM 22160N109 58274886 654774 SH SOLE 648013 0 6761 COUSINS PPTYS INC COM 222795502 8639080 378907 SH SOLE 239126 0 139781 CRANE NXT CO COM 224441105 14110 250 SH SOLE 0 0 250 CROWDSTRIKE HOLDINGS COM 22788C105 29348004 199823 SH SOLE 197714 0 2109 CYBERARK SOFTWARE LTD COM M2682V108 13169396 84241 SH SOLE 20441 0 63800 CYTOKINETICS COM 23282W605 5895347 180728 SH SOLE 48828 0 131900 DANAHER CORPORATION COM 235851102 1314960 5479 SH SOLE 5479 0 0 DARLING INGREDIENTS INC COM 237266101 1045135 16384 SH SOLE 16086 0 298 DELEK US HOLDINGS INC COM 24665A103 8798967 367389 SH SOLE 232395 0 134994 DEXCOM COM 252131107 74290346 578090 SH SOLE 569574 0 8516 DIAMONDBACK ENERGY COM 25278X109 151064 1150 SH SOLE 0 0 1150 DICK'S SPORTING GOODS COM 253393102 259092 1960 SH SOLE 0 0 1960 DIGITAL TURBINE INC COM 25400W102 4944560 532819 SH SOLE 337022 0 195797 DOLE PLC COM G27907107 7217476 533837 SH SOLE 337401 0 196436 DOUBLEVERIFY HOLDINGS COM 25862V105 11558384 296978 SH SOLE 81331 0 215647 DYCOM INDUSTRIES COM 267475101 12786534 112508 SH SOLE 30967 0 81541 DYNAVAX TECHNOLOGIES CORP COM 268158201 7246931 560908 SH SOLE 153210 0 407698 DYNEX CAPITAL INC COM 26817Q886 8826106 701041 SH SOLE 443043 0 257998 E.L.F. BEAUTY COM 26856L103 19568399 171307 SH SOLE 46058 0 125249 EARTHSTONE ENERGY INC CLASS A COM 27032D304 9225667 645603 SH SOLE 408386 0 237217 EDWARDS LIFESCIENCES CORPORATION COM 28176E108 39951679 423531 SH SOLE 419061 0 4470 ELEMENT SOLUTIONS COM 28618M106 18308122 953548 SH SOLE 262976 0 690572 ENCORE CAPITAL GROUP COM 292554102 6362316 130858 SH SOLE 82613 0 48245 ENTERPRISE FINANCIAL SERVICES CORP COM 293712105 7395882 189153 SH SOLE 119939 0 69214 EQT CORPORATION COM 26884L109 13573 330 SH SOLE 0 0 330 ESSENT GROUP LTD COM G3198U102 13914108 297310 SH SOLE 84030 0 213280 ETSY INC. COM 29786A106 16734335 197782 SH SOLE 195694 0 2088 EVERCORE COM 29977A105 11662200 94362 SH SOLE 26122 0 68240 EVOLENT HEALTH COM 30050B101 10478195 345815 SH SOLE 92538 0 253277 EXACT SCIENCES CORPORATION COM 30063P105 52817623 562488 SH SOLE 556609 0 5879 FB FINANCIAL CORPORATION COM 30257X104 7457177 265853 SH SOLE 167921 0 97932 FIRST BANCORP COM 318910106 7119592 239314 SH SOLE 151157 0 88157 FIRST HORIZON CORPORATION COM 320517105 10594 940 SH SOLE 0 0 940 FIRST INTERSTATE BANCSYSTEM INC CLASSA COM 32055Y201 8328695 349358 SH SOLE 220805 0 128553 FIRST SOLAR COM 336433107 920036 4840 SH SOLE 4840 0 0 FIVE BELOW COM 33829M101 12381037 62995 SH SOLE 16960 0 46035 FOX FACTORY HOLDING COM 35138V102 9903057 91264 SH SOLE 24109 0 67155 FRONTIER GROUP HOLDINGS INC COM 35909R108 8162215 844076 SH SOLE 532937 0 311139 FTAI AVIATION LTD COM G3730V105 12656338 399758 SH SOLE 252910 0 146848 FTI CONSULTING COM 302941109 16644782 87512 SH SOLE 24044 0 63468 GATX CORPORATION COM 361448103 11251104 87394 SH SOLE 55282 0 32112 GENERAC HOLDINGS COM 368736104 848848 5692 SH SOLE 4846 0 846 GLAUKOS CORP COM 377322102 9762891 137100 SH SOLE 37148 0 99952 GMS INC COM 36251C103 13673436 197593 SH SOLE 124746 0 72847 GOLDEN ENTERTAINMENT COM 381013101 9775975 233875 SH SOLE 147765 0 86110 GRAPHIC PACKAGING HOLDING COM 388689101 1242015 51686 SH SOLE 51686 0 0 GXO LOGISTICS COM 36262G101 11226122 178703 SH SOLE 63499 0 115204 HAEMONETICS CORPORATION COM 405024100 11563885 135822 SH SOLE 39651 0 96171 HANCOCK WHITNEY CORPORATION COM 410120109 8648050 225327 SH SOLE 142325 0 83002 HANESBRANDS INC COM 410345102 7545049 1661905 SH SOLE 1052319 0 609586 HANOVER INSURANCE GROUP INC COM 410867105 8435429 74630 SH SOLE 47171 0 27459 HASHICORP INC COM 418100103 7676055 293203 SH SOLE 80259 0 212944 HEALTHCARE REALTY TRUST INC CLASS A COM 42226K105 9619 510 SH SOLE 0 0 510 HEALTHEQUITY COM 42226A107 9846746 155951 SH SOLE 44139 0 111812 HEICO CORPORATION COM 422806109 49067939 277314 SH SOLE 274464 0 2850 HELEN OF TROY LIMITED COM G4388N106 7507606 69502 SH SOLE 43995 0 25507 HOST HOTELS AND RESORTS INC COM 44107P104 13296 790 SH SOLE 0 0 790 HUNTSMAN CORPORATION COM 447011107 9727 360 SH SOLE 0 0 360 ICF INTERNATIONAL COM 44925C103 16895147 135824 SH SOLE 36087 0 99737 ICON PLC COM G4705A100 22537015 90076 SH SOLE 20930 0 69146 IDEX CORPORATION COM 45167R104 1031741 4793 SH SOLE 4793 0 0 IMAX CORP COM 45245E109 9449923 556205 SH SOLE 352304 0 203901 INDEPENDENT BANK GROUP INC COM 45384B106 7506787 217399 SH SOLE 137543 0 79856 INMODE LTD COM M5425M103 15917188 426163 SH SOLE 269487 0 156676 INNOVATIVE INDUSTRIAL PROPERTIES INC COM 45781V101 9046231 123904 SH SOLE 78362 0 45542 INSMED COM 457669307 7628093 361521 SH SOLE 98639 0 262882 INT'L GAME TECHNOLOGY COM G4863A108 24423116 765855 SH SOLE 214510 0 551345 INTUITIVE SURGICAL INC COM 46120E602 48690546 142395 SH SOLE 140892 0 1503 IONIS PHARMACEUTICALS COM 462222100 6121594 149198 SH SOLE 40799 0 108399 IRHYTHM TECHNOLOGIES COM 450056106 8154799 78171 SH SOLE 21214 0 56957 ITRON INC COM 465741106 10030119 139114 SH SOLE 37819 0 101295 J.M. SMUCKER COMPANY COM 832696405 13290 90 SH SOLE 0 0 90 JABIL INC COM 466313103 30220 280 SH SOLE 0 0 280 JAMES RIVER GROUP HOLDINGS LTD COM G5005R107 7552939 413633 SH SOLE 262446 0 151187 JAMF HOLDING CORP COM 47074L105 10104489 517648 SH SOLE 140096 0 377552 JEFFERIES FINANCIAL GROUP INC COM 47233W109 11278 340 SH SOLE 0 0 340 JFROG LTD COM M6191J100 12213401 440917 SH SOLE 106481 0 334436 KBR INC COM 48242W106 20221429 310812 SH SOLE 84463 0 226349 KNIGHT-SWIFT TRANSPORTATION COM 499049104 10811476 194591 SH SOLE 54580 0 140011 KRATOS DEFENSE AND SECURITY SOLUTIONS COM 50077B207 7472660 521106 SH SOLE 139375 0 381731 LAMAR ADVERTISING COMPANY CLASS A COM 512816109 10918 110 SH SOLE 0 0 110 LAMB WESTON HOLDINGS COM 513272104 14489907 126054 SH SOLE 33940 0 92114 LANTHEUS HOLDINGS INC COM 516544103 20774900 247556 SH SOLE 156544 0 91012 LIBERTY ENERGY INC CLASS A COM 53115L104 8735918 653397 SH SOLE 413323 0 240074 LIONS GATE ENTERTAINMENT CL B COM 535919500 16637575 1992524 SH SOLE 1070577 0 921947 LIVENT CORPORATION COM 53814L108 10235532 373151 SH SOLE 236092 0 137059 LIVERAMP HOLDINGS COM 53815P108 8606870 301361 SH SOLE 88332 0 213029 LULULEMON ATHLETICA INC. COM 550021109 36860601 97386 SH SOLE 96367 0 1019 LUMENTUM HOLDINGS COM 55024U109 9650397 170111 SH SOLE 46663 0 123448 M.D.C. HOLDINGS INC COM 552676108 1264287 27032 SH SOLE 27032 0 0 MANHATTAN ASSOCIATES INC. COM 562750109 2041574 10214 SH SOLE 10214 0 0 MARINEMAX INC COM 567908108 7829062 229188 SH SOLE 144484 0 84704 MARKETAXESS HOLDINGS INC COM 57060D108 20428927 78146 SH SOLE 77322 0 824 MASONITE INTERNATIONAL COM 575385109 13927333 135956 SH SOLE 37573 0 98383 MASTEC INC COM 576323109 1663967 14105 SH SOLE 13955 0 150 MASTERCARD INCORPORATED CL A COM 57636Q104 53469922 135952 SH SOLE 134516 0 1436 MERCURY SYSTEMS COM 589378108 675508 19529 SH SOLE 17395 0 2134 MIDDLEBY CORPORATION COM 596278101 16261 110 SH SOLE 0 0 110 MODERNA INC. COM 60770K107 341294 2809 SH SOLE 2809 0 0 MONRO COM 610236101 4704670 115793 SH SOLE 31498 0 84295 MONTROSE ENVIRONMENTAL GROUP COM 615111101 10280397 244074 SH SOLE 67045 0 177029 MP MATERIALS CORP CLASS A COM 553368101 486520 21264 SH SOLE 21264 0 0 MSA SAFETY INC. COM 553498106 1039237 5974 SH SOLE 5974 0 0 MYR GROUP COM 55405W104 11026528 79706 SH SOLE 21932 0 57774 MYRIAD GENETICS COM 62855J104 6916657 298389 SH SOLE 81538 0 216851 NATIONAL BANK HOLDINGS COM 633707104 8785849 302543 SH SOLE 191402 0 111141 NATIONAL STORAGE AFFILIATES TRUST COM 637870106 10101 290 SH SOLE 0 0 290 NEUROCRINE BIOSCIENCES COM 64125C109 8804885 93371 SH SOLE 25487 0 67884 NEW YORK COMMUNITY BANCORP INC COM 649445103 10678 950 SH SOLE 0 0 950 NEXPOINT RESIDENTIAL TRUST INC COM 65341D102 12123240 266562 SH SOLE 176790 0 89772 NORTHERN OIL AND GAS INC COM 665531307 10571727 308034 SH SOLE 194653 0 113381 NOV INC COM 62955J103 10586 660 SH SOLE 0 0 660 NOVANTA INC COM 67000B104 1694088 9202 SH SOLE 9202 0 0 NUTANIX COM 67059N108 11283056 402248 SH SOLE 110844 0 291404 OCEANFIRST FINANCIAL CORP COM 675234108 7445398 476658 SH SOLE 301838 0 174820 OLD NATIONAL BANCORP COM 680033107 7946 570 SH SOLE 0 0 570 OLD REPUBLIC INTERNATIONAL CORPORATION COM 680223104 9816 390 SH SOLE 0 0 390 OLLIE'S BARGAIN OUTLET HLGS COM 681116109 10372830 179058 SH SOLE 48942 0 130116 OMNICELL COM 68213N109 11442572 155322 SH SOLE 42441 0 112881 ONTO INNOVATION COM 683344105 10838582 93059 SH SOLE 26150 0 66909 OPENLANE INC COM 48238T109 6582848 432513 SH SOLE 116666 0 315847 ORION S.A. COM L72967109 10338151 487189 SH SOLE 133802 0 353387 OUTFRONT MEDIA INC COM 69007J106 10020950 637465 SH SOLE 402308 0 235157 PACIFIC PREMIER BANCORP INC COM 69478X105 7095598 343114 SH SOLE 216721 0 126393 PAGERDUTY COM 69553P100 9862313 438715 SH SOLE 120011 0 318704 PALOMAR HOLDINGS COM 69753M105 9987813 172085 SH SOLE 47281 0 124804 PAPA JOHN'S INTERNATIONAL COM 698813102 9783878 132519 SH SOLE 36067 0 96452 PAR TECHNOLOGY CORP COM 698884103 6308038 191559 SH SOLE 51210 0 140349 PARK HOTELS AND RESORTS INC COM 700517105 8954219 698457 SH SOLE 441972 0 256485 PATTERSON COMPANIES INC COM 703395103 9409121 282896 SH SOLE 179336 0 103560 PEBBLEBROOK HOTEL TR COM 70509V100 9061293 650021 SH SOLE 411065 0 238956 PERFORMANCE FOOD GROUP COM 71377A103 16526061 274337 SH SOLE 73404 0 200933 PHREESIA COM 71944F106 9760304 314747 SH SOLE 85887 0 228860 PINNACLE FINANCIAL PARTNERS INC COM 72346Q104 671926 11861 SH SOLE 11701 0 160 PLANET FITNESS INC. CLASS A COM 72703H101 33708063 499823 SH SOLE 494552 0 5271 POLARIS INDUSTRIES INC COM 731068102 15116 125 SH SOLE 0 0 125 POTLATCHDELTIC CORPORATION COM 737630103 11846222 224148 SH SOLE 141893 0 82255 PRA GROUP INC COM 69354N106 8588789 375877 SH SOLE 237935 0 137942 PREMIER INC CLASS A COM 74051N102 9284162 335653 SH SOLE 212117 0 123536 PRINCIPAL FINL GROUP INC COM 74251V102 12134 160 SH SOLE 0 0 160 PRIVIA HEALTH GROUP COM 74276R102 6638885 254266 SH SOLE 71790 0 182476 PROLOGIS INC. COM 74340W103 1184974 9663 SH SOLE 9663 0 0 PTC INC COM 69370C100 23754708 166934 SH SOLE 45581 0 121353 PURE STORAGE COM 74624M102 8958821 243314 SH SOLE 66443 0 176871 PVH CORP COM 693656100 11820092 139109 SH SOLE 87866 0 51243 RB GLOBAL COM 74935Q107 5123820 85397 SH SOLE 22656 0 62741 REDWOOD TRUST INC COM 758075402 8958430 1406347 SH SOLE 888781 0 517566 RENASANT CORPORATION COM 75970E107 7645899 292610 SH SOLE 185119 0 107491 REPLIGEN CORPORATION COM 759916109 788498 5574 SH SOLE 5574 0 0 ROGERS CORPORATION COM 775133101 9879835 61013 SH SOLE 16725 0 44288 RUSH ENTERPRISES INC CLASS A COM 781846209 12238017 201482 SH SOLE 127880 0 73602 RYAN SPECIALTY HOLDINGS COM 78351F107 16405499 365460 SH SOLE 99794 0 265666 RYDER SYSTEM INC COM 783549108 12631845 148978 SH SOLE 99293 0 49685 RYMAN HOSPITALITY PROPERTIES COM 78377T107 9789401 105353 SH SOLE 28688 0 76665 SAREPTA THERAPEUTICS COM 803607100 4582174 40012 SH SOLE 10941 0 29071 SCANSOURCE INC COM 806037107 8987688 304049 SH SOLE 192077 0 111972 SCHNEIDER NATIONAL COM 80689H102 11041921 384468 SH SOLE 106256 0 278212 SELECTIVE INS GROUP INC COM 816300107 8394570 87489 SH SOLE 55341 0 32148 SENSATA TECHNOLOGIES COM G8060N102 120753 2684 SH SOLE 0 0 2684 SERVICENOW, INC COM 81762P102 61553136 109531 SH SOLE 108374 0 1157 SIEMENS AG SPONSORED ADR COM 826197501 816584 9790 SH SOLE 9790 0 0 SILICON MOTION TECHNOLOGY COM 82706C108 8563556 119170 SH SOLE 28592 0 90578 SILK ROAD MEDICAL COM 82710M100 11796274 363074 SH SOLE 98619 0 264455 SIMMONS FIRST NATIONAL CORPORATION CLA COM 828730200 7337132 425341 SH SOLE 268657 0 156684 SITE CENTERS CORP COM 82981J109 8422806 637126 SH SOLE 404284 0 232842 SIX FLAGS ENTERTAINMENT COM 83001A102 11034953 424748 SH SOLE 267820 0 156928 SKECHERS USA COM 830566105 18958 360 SH SOLE 0 0 360 SKYLINE CHAMPION COM 830830105 11816736 180546 SH SOLE 49840 0 130706 SKYWARD SPECIALTY INSURANCE GROUP COM 830940102 11020781 433889 SH SOLE 119096 0 314793 SMART GLOBAL HOLDINGS INC COM G8232Y101 18346823 632431 SH SOLE 399498 0 232933 SNOWFLAKE INC. CLASS A COM 833445109 31786739 180627 SH SOLE 178670 0 1957 SOUTHWEST GAS HOLDINGS INC COM 844895102 9917497 155813 SH SOLE 98847 0 56966 SOUTHWESTERN ENERGY COMPANY COM 845467109 8955 1490 SH SOLE 0 0 1490 SPRINGWORKS THERAPEUTICS COM 85205L107 4444106 169493 SH SOLE 46261 0 123232 SPROUT SOCIAL COM 85209W109 9021741 195445 SH SOLE 50844 0 144601 SPX TECHNOLOGIES COM 78473E103 14522053 170908 SH SOLE 46851 0 124057 SSC TECHNOLOGIES COM 78467J100 19225108 317246 SH SOLE 89111 0 228135 STAG INDUSTRIAL INC COM 85254J102 13993 390 SH SOLE 0 0 390 STEEL DYNAMICS COM 858119100 9036070 82953 SH SOLE 23319 0 59634 STIFEL FINANCIAL COM 860630102 14823758 248429 SH SOLE 67654 0 180775 STONERIDGE INC COM 86183P102 5893264 312640 SH SOLE 196398 0 116242 SUMMIT MATERIALS INC CLASS A COM 86614U100 10144443 268017 SH SOLE 169539 0 98478 SUNOPTA COM 8676EP108 1547912 231377 SH SOLE 50285 0 181092 SYNAPTICS INCORPORATED COM 87157D109 5063717 59308 SH SOLE 16235 0 43073 SYNDAX PHARMACEUTICALS COM 87164F105 4892136 233738 SH SOLE 64061 0 169677 SYNOPSYS INC. COM 871607107 21748294 49949 SH SOLE 49424 0 525 TALOS ENERGY INC COM 87484T108 9635766 694720 SH SOLE 439468 0 255252 TANDEM DIABETES CARE COM 875372203 4673839 190458 SH SOLE 51972 0 138486 TAYLOR MORRISON HOME COM 87724P106 10085441 206796 SH SOLE 130567 0 76229 TERADYNE COM 880770102 10593606 95155 SH SOLE 26303 0 68852 TEXAS CAPITAL BANCSHARES INC COM 88224Q107 8199367 159211 SH SOLE 100482 0 58729 THOR INDUSTRIES INC COM 885160101 948474 9164 SH SOLE 8994 0 170 THRYV HOLDINGS INC COM 886029206 9961721 404948 SH SOLE 256132 0 148816 TITAN MACHINERY INC COM 88830R101 9601631 325479 SH SOLE 205735 0 119744 TOPGOLF CALLAWAY BRANDS COM 131193104 9022460 454532 SH SOLE 124530 0 330002 TRACTOR SUPPLY COMPANY COM 892356106 1186202 5365 SH SOLE 5365 0 0 TRADE DESK, INC CLASS A COM 88339J105 49943811 646773 SH SOLE 639938 0 6835 TRANSMEDICS GROUP COM 89377M109 9270300 110387 SH SOLE 30195 0 80192 TREACE MEDICAL CONCEPTS COM 89455T109 7164728 280091 SH SOLE 76796 0 203295 TREEHOUSE FOODS COM 89469A104 10993873 218219 SH SOLE 59539 0 158680 TRICON RESIDENTIAL INC COM 89612W102 9086757 1031414 SH SOLE 651574 0 379840 TRIUMPH FINANCIAL COM 89679E300 11803118 194386 SH SOLE 53292 0 141094 TRUEBLUE COM 89785X101 702839 39686 SH SOLE 39686 0 0 U.S. PHYSICAL THERAPY COM 90337L108 14365535 118342 SH SOLE 32649 0 85693 UBER TECHNOLOGIES INC COM 90353T100 42930709 994457 SH SOLE 984075 0 10382 ULTRA CLEAN HOLDINGS INC COM 90385V107 10463389 272059 SH SOLE 171930 0 100129 ULTRAGENYX PHARMACEUTICAL COM 90400D108 6856948 148644 SH SOLE 40614 0 108030 UNITED COMMUNITY BANKS INC COM 90984P303 8329592 333317 SH SOLE 210529 0 122788 UNITY SOFTWARE INC. COM 91332U101 16504289 380108 SH SOLE 376169 0 3939 URBAN OUTFITTERS INC COM 917047102 12402481 374358 SH SOLE 236647 0 137711 VARONIS SYSTEMS COM 922280102 8413085 315688 SH SOLE 86179 0 229509 VEEVA SYSTEMS COM 922475108 43874112 221889 SH SOLE 219550 0 2339 VENTYX BIOSCIENCES COM 92332V107 3295908 100485 SH SOLE 27536 0 72949 VERADIGM INC COM 01988P108 7838422 622097 SH SOLE 172068 0 450029 VERRA MOBILITY COM 92511U102 14418653 731169 SH SOLE 201327 0 529842 VICOR CORPORATION COM 925815102 7620426 141119 SH SOLE 38495 0 102624 VICTORIA'S SECRET AND COMPANY COM 926400102 5232277 300188 SH SOLE 189303 0 110885 VIRTU FINANCIAL COM 928254101 6086723 356157 SH SOLE 97695 0 258462 VISA INC CLASS A COM 92826C839 60700838 255604 SH SOLE 252905 0 2699 VISTEON CORPORATION COM 92839U206 12925 90 SH SOLE 0 0 90 VSE CORPORATION COM 918284100 12486547 228315 SH SOLE 144458 0 83857 WABASH NATIONAL COM 929566107 27469927 1071370 SH SOLE 550450 0 520920 WASTE CONNECTIONS INC. COM 94106B101 1096845 7674 SH SOLE 7674 0 0 WEBSTER FINL CORP CONN COM 947890109 8267 219 SH SOLE 0 0 219 WESCO INTERNATIONAL INC COM 95082P105 1661856 9281 SH SOLE 9161 0 120 WEST PHARMACEUTICAL SERVICES INC. COM 955306105 1620908 4238 SH SOLE 4238 0 0 WEX INC COM 96208T104 10598295 58210 SH SOLE 15908 0 42302 WINNEBAGO INDUSTRIES INC COM 974637100 11658546 174817 SH SOLE 110373 0 64444 WINTRUST FINANCIAL COM 97650W108 8784987 120972 SH SOLE 76382 0 44590 WOLFSPEED INC COM 977852102 590366 10620 SH SOLE 10620 0 0 WORKDAY INC. CLASS A COM 98138H101 53044845 234826 SH SOLE 232350 0 2476 XYLEM INC. COM 98419M100 1188817 10556 SH SOLE 10556 0 0 ZEBRA TECHNOLOGIES CORPORATION CLASS A COM 989207105 1149004 3884 SH SOLE 3884 0 0 ZUORA INC COM 98983V106 8034022 732363 SH SOLE 197765 0 534598 ZURN ELKAY WATER SOLUTIONS COM 98983L108 9598332 356948 SH SOLE 97453 0 259495