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
Expires: July 31, 2015
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101 20,598,290 140,258 SH SOLE 45,007 0 95,251
ABACUS GLOBAL MGMT INC CL A 00258Y104 1,184,918 158,200 SH SOLE 18,200 0 140,000
ACADIA PHARMACEUTICALS INC COM 004225108 888,585 53,497 SH SOLE 16,170 0 37,327
AFFIRM HLDGS INC COM CL A 00827B106 25,436,954 562,889 SH SOLE 180,622 0 382,267
AGIOS PHARMACEUTICALS INC COM 00847X104 1,485,276 50,692 SH SOLE 16,267 0 34,425
ALLEGRO MICROSYSTEMS INC COM 01749D105 41,610,405 1,655,806 SH SOLE 531,322 0 1,124,484
ALLY FINL INC COM 02005N100 11,056,792 303,175 SH SOLE 97,284 0 205,891
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 5,713,353 21,159 SH SOLE 6,790 0 14,369
AMAZON COM INC COM 023135106 37,888,376 199,140 SH SOLE 63,902 0 135,238
AMBARELLA INC SHS G037AX101 45,525,297 904,536 SH SOLE 290,252 0 614,284
AMENTUM HOLDINGS INC COM 023939101 1,192,828 65,540 SH SOLE 21,031 0 44,509
AMICUS THERAPEUTICS INC COM 03152W109 4,937,698 605,110 SH SOLE 189,910 0 415,200
AMPLITUDE INC COM CL A 03213A104 1,409,440 138,316 SH SOLE 41,364 0 96,952
APPLIED MATLS INC COM 038222105 28,303,334 195,034 SH SOLE 62,585 0 132,449
ARS PHARMACEUTICALS INC COM 82835W108 756,196 60,111 SH SOLE 18,792 0 41,319
AT&T INC COM 00206R102 88,381,108 3,125,216 SH SOLE 1,002,793 0 2,122,423
ATLASSIAN CORPORATION CL A 049468101 30,320,989 142,882 SH SOLE 45,850 0 97,032
AUTOMATIC DATA PROCESSING IN COM 053015103 3,244,423 10,619 SH SOLE 3,408 0 7,211
BANC OF CALIFORNIA INC COM 05990K106 2,911,575 205,185 SH SOLE 65,841 0 139,344
BANKUNITED INC COM 06652K103 16,985,601 493,194 SH SOLE 158,257 0 334,937
BIOCRYST PHARMACEUTICALS INC COM 09058V103 3,515,993 468,799 SH SOLE 145,530 0 323,269
BIOMARIN PHARMACEUTICAL INC COM 09061G101 3,996,813 56,540 SH SOLE 17,678 0 38,862
BLOCK INC CL A 852234103 24,566,233 452,167 SH SOLE 145,095 0 307,072
BREAD FINANCIAL HOLDINGS INC COM 018581108 3,132,554 62,551 SH SOLE 19,186 0 43,365
CACI INTL INC CL A 127190304 23,286,211 63,464 SH SOLE 20,367 0 43,097
CADENCE DESIGN SYSTEM INC COM 127387108 5,535,238 21,764 SH SOLE 6,984 0 14,780
CAPITAL ONE FINL CORP COM 14040H105 8,748,764 48,794 SH SOLE 15,658 0 33,136
CASELLA WASTE SYS INC CL A 147448104 2,760,765 24,758 SH SOLE 3,021 0 21,737
CAVA GROUP INC COM 148929102 19,191,747 222,101 SH SOLE 70,198 0 151,903
CCC INTELLIGENT SOLUTIONS HL COM 12510Q100 7,992,462 885,101 SH SOLE 284,016 0 601,085
CHARTER COMMUNICATIONS INC N CL A 16119P108 54,359,649 147,504 SH SOLE 47,328 0 100,176
CINEMARK HLDGS INC COM 17243V102 8,465,313 340,109 SH SOLE 109,139 0 230,970
CLOUDFLARE INC CL A COM 18915M107 28,695,607 254,642 SH SOLE 81,712 0 172,930
CME GROUP INC COM 12572Q105 28,842,594 108,721 SH SOLE 34,887 0 73,834
COMERICA INC COM 200340107 32,864,232 556,455 SH SOLE 178,557 0 377,898
CONCENTRA GROUP HOLDINGS PAR COMMON STOCK 20603L102 2,957,233 136,278 SH SOLE 15,678 0 120,600
CUMMINS INC COM 231021106 20,048,876 63,964 SH SOLE 20,526 0 43,438
DATADOG INC CL A COM 23804L103 23,072,674 232,564 SH SOLE 74,625 0 157,939
DAY ONE BIOPHARMACEUTICALS I COM 23954D109 275,052 34,685 SH SOLE 11,131 0 23,554
DRAFTKINGS INC NEW COM CL A 26142V105 27,335,550 823,112 SH SOLE 264,125 0 558,987
ECHOSTAR CORP CL A 278768106 2,653,695 103,741 SH SOLE 33,290 0 70,451
ELECTRONIC ARTS INC COM 285512109 44,487,736 307,831 SH SOLE 98,778 0 209,053
EMERSON ELEC CO COM 291011104 55,732,972 508,327 SH SOLE 163,113 0 345,214
EPAM SYS INC COM 29414B104 5,903,322 34,964 SH SOLE 10,524 0 24,440
EQUIFAX INC COM 294429105 31,523,484 129,428 SH SOLE 41,297 0 88,131
EQUINIX INC COM 29444U700 59,651,006 73,160 SH SOLE 23,374 0 49,786
EURONET WORLDWIDE INC COM 298736109 5,910,515 55,316 SH SOLE 17,750 0 37,566
FIDELITY NATL INFORMATION SV COM 31620M106 9,142,176 122,418 SH SOLE 39,282 0 83,136
FIFTH THIRD BANCORP COM 316773100 5,708,970 145,637 SH SOLE 46,733 0 98,904
FIRST HORIZON CORPORATION COM 320517105 31,637,957 1,629,143 SH SOLE 518,628 0 1,110,515
FLOWSERVE CORP COM 34354P105 12,451,563 254,946 SH SOLE 81,807 0 173,139
FORTINET INC COM 34959E109 13,628,587 141,581 SH SOLE 45,432 0 96,149
FORTIVE CORP COM 34959J108 37,181,368 508,081 SH SOLE 163,034 0 345,047
FOX CORP CL B COM 35137L204 7,013,856 133,065 SH SOLE 41,818 0 91,247
FRONTVIEW REIT INC COM 35922N100 1,798,977 140,655 SH SOLE 26,180 0 114,475
GALLAGHER ARTHUR J & CO COM 363576109 2,340,727 6,780 SH SOLE 780 0 6,000
GATES INDL CORP PLC ORD SHS G39108108 1,077,408 58,523 SH SOLE 17,632 0 40,891
GAUZY LTD SHS M4757U106 355,784 44,473 SH SOLE 8,413 0 36,060
GERON CORP COM 374163103 1,420,015 893,091 SH SOLE 286,582 0 606,509
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108 3,396,421 92,019 SH SOLE 29,527 0 62,492
GRAINGER W W INC COM 384802104 67,601,158 68,434 SH SOLE 21,944 0 46,490
GUIDEWIRE SOFTWARE INC COM 40171V100 37,295,694 199,059 SH SOLE 63,679 0 135,380
HENRY JACK & ASSOC INC COM 426281101 17,036,945 93,302 SH SOLE 29,770 0 63,532
HEXCEL CORP NEW COM 428291108 11,510,881 210,206 SH SOLE 66,671 0 143,535
HONEYWELL INTL INC COM 438516106 780,722 3,687 SH SOLE 1,182 0 2,505
HUBSPOT INC COM 443573100 26,822,066 46,950 SH SOLE 15,065 0 31,885
HUMACYTE INC COM 44486Q103 123,723 72,565 SH SOLE 72,565 0 0
INCYTE CORP COM 45337C102 2,272,442 37,530 SH SOLE 12,046 0 25,484
INGERSOLL RAND INC COM 45687V106 37,897,966 473,547 SH SOLE 151,954 0 321,593
INGRAM MICRO HLDG CORP COM 457152106 300,693 16,950 SH SOLE 5,243 0 11,707
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 18,210,595 109,974 SH SOLE 35,036 0 74,938
INTERCONTINENTAL EXCHANGE IN COM 45866F104 33,876,930 196,388 SH SOLE 62,578 0 133,810
INTUIT COM 461202103 44,529,625 72,525 SH SOLE 23,151 0 49,374
JOHNSON CTLS INTL PLC SHS G51502105 32,053,052 400,113 SH SOLE 128,388 0 271,725
JPMORGAN CHASE & CO. COM 46625H100 22,453,290 91,534 SH SOLE 29,373 0 62,161
KEYCORP COM 493267108 45,344,682 2,835,815 SH SOLE 909,970 0 1,925,845
KINIKSA PHARMACEUTICALS INTL ORD SHS CL A G52694109 4,116,934 185,364 SH SOLE 58,094 0 127,270
LAM RESEARCH CORP COM NEW 512807306 36,785,255 505,987 SH SOLE 162,362 0 343,625
LIBERTY MEDIA CORP DEL COM LBTY LIV S C 531229722 9,785,858 143,614 SH SOLE 45,135 0 98,479
LOCKHEED MARTIN CORP COM 539830109 12,225,113 27,367 SH SOLE 8,787 0 18,580
M & T BK CORP COM 55261F104 11,761,929 65,801 SH SOLE 21,115 0 44,686
MAREX GROUP PLC ORD G5S37H101 1,642,415 46,501 SH SOLE 14,924 0 31,577
MARKETAXESS HLDGS INC COM 57060D108 16,863,184 77,944 SH SOLE 25,010 0 52,934
MARVELL TECHNOLOGY INC COM 573874104 10,575,940 171,771 SH SOLE 55,119 0 116,652
MATTEL INC COM 577081102 14,060,014 723,624 SH SOLE 227,420 0 496,204
MGM RESORTS INTERNATIONAL COM 552953101 7,082,063 238,936 SH SOLE 76,671 0 162,265
MIRUM PHARMACEUTICALS INC COM 604749101 2,361,972 52,430 SH SOLE 15,826 0 36,604
MKS INSTRS INC COM 55306N104 56,747,883 708,021 SH SOLE 227,194 0 480,827
MONGODB INC CL A 60937P106 39,944,894 227,736 SH SOLE 73,079 0 154,657
MORGAN STANLEY COM NEW 617446448 26,075,395 223,497 SH SOLE 71,049 0 152,448
NETFLIX INC COM 64110L106 56,052,513 60,108 SH SOLE 19,212 0 40,896
NEUROCRINE BIOSCIENCES INC COM 64125C109 9,506,955 85,958 SH SOLE 27,585 0 58,373
NU HLDGS LTD ORD SHS CL A G6683N103 13,250,099 1,293,955 SH SOLE 415,209 0 878,746
NVIDIA CORPORATION COM 67066G104 7,319,985 67,540 SH SOLE 21,670 0 45,870
OLD NATL BANCORP IND COM 680033107 23,599,049 1,113,688 SH SOLE 357,366 0 756,322
ORACLE CORP COM 68389X105 42,831,632 306,356 SH SOLE 98,305 0 208,051
OSHKOSH CORP COM 688239201 7,077,168 75,225 SH SOLE 23,721 0 51,504
PAPA JOHNS INTL INC COM 698813102 5,640,448 137,304 SH SOLE 43,483 0 93,821
PAYCHEX INC COM 704326107 17,689,282 114,657 SH SOLE 36,793 0 77,864
PAYCOM SOFTWARE INC COM 70432V102 3,565,157 16,318 SH SOLE 5,287 0 11,031
PENN ENTERTAINMENT INC COM 707569109 13,803,691 846,333 SH SOLE 265,985 0 580,348
PINNACLE FINL PARTNERS INC COM 72346Q104 5,639,419 53,182 SH SOLE 16,712 0 36,470
PROCORE TECHNOLOGIES INC COM 74275K108 6,449,230 97,686 SH SOLE 30,564 0 67,122
RESTAURANT BRANDS INTL INC COM 76131D103 17,030,718 255,563 SH SOLE 80,752 0 174,811
ROBINHOOD MKTS INC COM CL A 770700102 5,516,148 132,536 SH SOLE 42,529 0 90,007
ROCKET COS INC COM CL A 77311W101 8,457,485 700,703 SH SOLE 224,846 0 475,857
RTX CORPORATION COM 75513E101 18,532,346 139,909 SH SOLE 44,894 0 95,015
SAP SE SPON ADR 803054204 13,221,207 49,252 SH SOLE 15,804 0 33,448
SBA COMMUNICATIONS CORP NEW CL A 78410G104 25,777,692 117,166 SH SOLE 36,823 0 80,343
SCHRODINGER INC COM 80810D103 3,026,399 153,313 SH SOLE 48,467 0 104,846
SEMTECH CORP COM 816850101 15,364,038 446,629 SH SOLE 145,326 0 301,303
SENTINELONE INC CL A 81730H109 5,213,624 286,778 SH SOLE 92,790 0 193,988
SHIFT4 PMTS INC CL A 82452J109 14,278,741 174,749 SH SOLE 56,072 0 118,677
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 2,103,498 41,604 SH SOLE 13,350 0 28,254
SMITHFIELD FOODS INC COM 832248207 5,639,527 276,583 SH SOLE 52,310 0 224,273
SPDR S&P 500 ETF TR TR UNIT 78462F103 944,250 1,688 SH SOLE 1,688 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 16,397,691 196,309 SH SOLE 62,593 0 133,716
STANDARDAERO INC COM 85423L103 6,682,910 250,860 SH SOLE 80,497 0 170,363
STMICROELECTRONICS N V NY REGISTRY 861012102 6,659,546 303,258 SH SOLE 96,383 0 206,875
SWEETGREEN INC COM CL A 87043Q108 9,302,111 371,787 SH SOLE 119,300 0 252,487
SYNOVUS FINL CORP COM NEW 87161C501 773,080 16,540 SH SOLE 5,307 0 11,233
TEGNA INC COM 87901J105 19,634,182 1,077,617 SH SOLE 338,677 0 738,940
TEXAS ROADHOUSE INC COM 882681109 5,253,011 31,525 SH SOLE 9,682 0 21,843
TKO GROUP HOLDINGS INC CL A 87256C101 20,100,169 131,537 SH SOLE 41,343 0 90,194
TRANE TECHNOLOGIES PLC SHS G8994E103 9,920,946 29,446 SH SOLE 9,449 0 19,997
TRUIST FINL CORP COM 89832Q109 22,495,471 546,670 SH SOLE 175,417 0 371,253
TWILIO INC CL A 90138F102 48,851,313 498,941 SH SOLE 160,103 0 338,838
TYLER TECHNOLOGIES INC COM 902252105 20,061,443 34,506 SH SOLE 10,861 0 23,645
UL SOLUTIONS INC CLASS A COM SHS 903731107 1,501,199 26,617 SH SOLE 3,353 0 23,264
VALLEY NATL BANCORP COM 919794107 17,087,887 1,922,147 SH SOLE 616,791 0 1,305,356
VERISIGN INC COM 92343E102 29,258,771 115,251 SH SOLE 36,982 0 78,269
VERTIV HOLDINGS CO COM CL A 92537N108 25,601,976 354,598 SH SOLE 113,784 0 240,814
VICI PPTYS INC COM 925652109 17,020,464 521,780 SH SOLE 167,431 0 354,349
VISA INC COM CL A 92826C839 43,117,795 123,032 SH SOLE 39,478 0 83,554
WARNER BROS DISCOVERY INC COM SER A 934423104 10,977,144 1,023,033 SH SOLE 328,255 0 694,778
WAYSTAR HLDG CORP COM 946784105 1,266,504 33,900 SH SOLE 11,326 0 22,574
WELLS FARGO CO NEW COM 949746101 16,821,187 234,311 SH SOLE 73,171 0 161,140
WEX INC COM 96208T104 9,100,565 57,958 SH SOLE 18,266 0 39,692
WIX COM LTD SHS M98068105 22,530,265 137,901 SH SOLE 44,250 0 93,651
WOODWARD INC COM 980745103 13,054,605 71,536 SH SOLE 23,025 0 48,511
WORKDAY INC CL A 98138H101 34,601,673 148,168 SH SOLE 47,547 0 100,621
WYNDHAM HOTELS & RESORTS INC COM 98311A105 19,318,907 213,445 SH SOLE 68,491 0 144,954
WYNN RESORTS LTD COM 983134107 19,959,089 239,031 SH SOLE 76,034 0 162,997
YUM BRANDS INC COM 988498101 25,917,349 164,701 SH SOLE 51,956 0 112,745
YUM CHINA HLDGS INC COM 98850P109 6,251,313 120,079 SH SOLE 37,738 0 82,341