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
ADVANCED MICRO DEVICES INC COM 007903107 566,330,988 3,991,057 SH SOLE 3,632,688 0 358,369
AERCAP HOLDINGS NV SHS N00985106 247,806 2,118 SH SOLE 2,118 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 79,544,404 674,048 SH SOLE 674,048 0 0
AIRBNB INC COM CL A 009066101 92,607,032 699,766 SH SOLE 699,766 0 0
ALCON AG ORD SHS H01301128 80,935,192 916,801 SH SOLE 916,801 0 0
ALLSTATE CORP COM 020002101 45,706,429 227,045 SH SOLE 227,045 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 12,199,679 37,412 SH SOLE 37,412 0 0
ALPHABET INC CAP STK CL A 02079K305 1,743,725,006 9,894,598 SH SOLE 8,951,725 0 942,873
AMAZON COM INC COM 023135106 2,270,393,833 10,348,666 SH SOLE 9,340,602 0 1,008,064
APPFOLIO INC COM CL A 03783C100 1,579,260 6,858 SH SOLE 6,307 0 551
APPLE INC COM 037833100 740,234,279 3,607,907 SH SOLE 3,240,806 0 367,101
APPLIED MATLS INC COM 038222105 611,262,309 3,338,954 SH SOLE 3,041,007 0 297,947
APPLOVIN CORP COM CL A 03831W108 7,997,578 22,845 SH SOLE 22,845 0 0
ARCH CAP GROUP LTD ORD G0450A105 210,963 2,317 SH SOLE 2,317 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 73,147,209 422,328 SH SOLE 421,671 0 657
ASML HOLDING N V N Y REGISTRY SHS N07059210 1,121,144 1,399 SH SOLE 1,288 0 111
ASTRAZENECA PLC SPONSORED ADR 046353108 89,934,093 1,286,979 SH SOLE 1,286,979 0 0
ATLASSIAN CORPORATION CL A 049468101 61,763,121 304,117 SH SOLE 303,824 0 293
AUTODESK INC COM 052769106 97,422,298 314,702 SH SOLE 314,702 0 0
AUTOZONE INC COM 053332102 936,057,356 252,155 SH SOLE 226,367 0 25,788
BALL CORP COM 058498106 663,861,608 11,835,650 SH SOLE 10,810,088 0 1,025,562
BANK AMERICA CORP COM 060505104 922,328,789 19,491,310 SH SOLE 17,827,161 0 1,664,149
BANK NEW YORK MELLON CORP COM 064058100 232,095,527 2,547,421 SH SOLE 2,547,421 0 0
BERKLEY W R CORP COM 084423102 65,705,470 894,317 SH SOLE 894,317 0 0
BILL HOLDINGS INC COM 090043100 14,370,484 310,646 SH SOLE 310,646 0 0
BIO RAD LABS INC CL A 090572207 76,551,048 317,218 SH SOLE 317,218 0 0
BLOCK INC CL A 852234103 8,281,346 121,910 SH SOLE 121,910 0 0
BOOKING HOLDINGS INC COM 09857L108 260,516 45 SH SOLE 45 0 0
BOSTON SCIENTIFIC CORP COM 101137107 1,716,519 15,981 SH SOLE 14,705 0 1,276
BROADCOM INC COM 11135F101 1,250,791,094 4,537,606 SH SOLE 4,110,939 0 426,667
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 95,461,698 392,798 SH SOLE 392,798 0 0
BROOKFIELD RENEWABLE CORP CL A EX SUB VTG 11285B108 172,523,992 5,263,087 SH SOLE 5,263,087 0 0
BROWN & BROWN INC COM 115236101 777,988,094 7,017,120 SH SOLE 6,361,808 0 655,312
BUILDERS FIRSTSOURCE INC COM 12008R107 14,900,496 127,693 SH SOLE 127,693 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 15,814,566 51,321 SH SOLE 51,321 0 0
CBOE GLOBAL MKTS INC COM 12503M108 83,048,646 356,111 SH SOLE 356,111 0 0
CBRE GROUP INC CL A 12504L109 250,748,523 1,789,527 SH SOLE 1,789,527 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 21,625,442 385,137 SH SOLE 383,581 0 1,556
CITIGROUP INC COM NEW 172967424 86,938,929 1,021,369 SH SOLE 1,021,369 0 0
CLOUDFLARE INC CL A COM 18915M107 25,568,349 130,564 SH SOLE 130,144 0 420
CME GROUP INC COM 12572Q105 86,582,716 314,138 SH SOLE 314,138 0 0
CNH INDL N V SHS N20944109 239,903 18,511 SH SOLE 18,511 0 0
COMCAST CORP NEW CL A 20030N101 71,004,969 1,989,492 SH SOLE 1,989,492 0 0
COPART INC COM 217204106 43,269,877 881,799 SH SOLE 881,799 0 0
COSTAR GROUP INC COM 22160N109 52,693,999 655,398 SH SOLE 655,398 0 0
COSTCO WHSL CORP NEW COM 22160K105 429,783,441 434,151 SH SOLE 418,834 0 15,317
CRH PLC ORD G25508105 217,566 2,370 SH SOLE 2,370 0 0
CUMMINS INC COM 231021106 112,017,445 342,038 SH SOLE 342,038 0 0
D R HORTON INC COM 23331A109 166,570,699 1,292,047 SH SOLE 1,292,047 0 0
DANAHER CORPORATION COM 235851102 1,247,965,667 6,317,534 SH SOLE 5,710,146 0 607,388
DATADOG INC CL A COM 23804L103 24,524,763 182,571 SH SOLE 182,142 0 429
DEERE & CO COM 244199105 1,591,367,253 3,129,594 SH SOLE 2,842,420 0 287,174
DOORDASH INC CL A 25809K105 1,485,962 6,028 SH SOLE 5,547 0 481
ELI LILLY & CO COM 532457108 660,710,920 847,576 SH SOLE 760,540 0 87,036
EQUIFAX INC COM 294429105 461,637,879 1,779,843 SH SOLE 1,612,305 0 167,538
FEDEX CORP COM 31428X106 87,331,138 384,194 SH SOLE 384,194 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 684,300,933 3,142,599 SH SOLE 2,858,741 0 283,858
FIDELITY NATL INFORMATION SV COM 31620M106 100,522,951 1,234,774 SH SOLE 1,234,774 0 0
FISERV INC COM 337738108 724,755,262 4,203,673 SH SOLE 3,773,376 0 430,297
FULL TRUCK ALLIANCE CO LTD SPONSORED ADS 35969L108 226,917 19,214 SH SOLE 19,214 0 0
GE VERNOVA INC COM 36828A101 1,393,782 2,634 SH SOLE 2,424 0 210
GUIDEWIRE SOFTWARE INC COM 40171V100 54,433,921 231,191 SH SOLE 231,191 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 82,896,194 311,242 SH SOLE 311,242 0 0
HUBBELL INC COM 443510607 66,769,726 163,487 SH SOLE 163,487 0 0
HUNT J B TRANS SVCS INC COM 445658107 95,219,724 663,090 SH SOLE 663,090 0 0
ICON PLC SHS G4705A100 7,787,248 53,539 SH SOLE 53,539 0 0
IDEXX LABS INC COM 45168D104 17,826,333 33,237 SH SOLE 33,237 0 0
INSMED INC COM PAR $.01 457669307 798,075 7,930 SH SOLE 7,295 0 635
INTEL CORP COM 458140100 43,822,262 1,956,351 SH SOLE 1,956,351 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 1,216,370,690 6,629,807 SH SOLE 5,949,693 0 680,114
INTUIT COM 461202103 893,359,876 1,134,238 SH SOLE 1,018,265 0 115,973
INTUITIVE SURGICAL INC COM NEW 46120E602 1,473,728 2,712 SH SOLE 2,497 0 215
IQVIA HLDGS INC COM 46266C105 32,673,292 207,331 SH SOLE 207,331 0 0
JPMORGAN CHASE & CO. COM 46625H100 150,505,617 519,146 SH SOLE 519,146 0 0
KLA CORP COM NEW 482480100 586,763,444 655,060 SH SOLE 600,100 0 54,960
LAM RESEARCH CORP COM NEW 512807306 70,866,246 728,028 SH SOLE 728,028 0 0
LINDE PLC SHS G54950103 1,005,106,955 2,142,263 SH SOLE 1,940,268 0 201,995
MARRIOTT INTL INC NEW CL A 571903202 533,841,958 1,953,962 SH SOLE 1,754,603 0 199,359
MARSH & MCLENNAN COS INC COM 571748102 581,469,582 2,659,484 SH SOLE 2,386,539 0 272,945
MASTERCARD INCORPORATED CL A 57636Q104 1,201,816,021 2,138,691 SH SOLE 1,945,295 0 193,396
MERCADOLIBRE INC COM 58733R102 26,381,982 10,094 SH SOLE 10,047 0 47
METTLER TOLEDO INTERNATIONAL COM 592688105 16,076,043 13,685 SH SOLE 13,685 0 0
MICRON TECHNOLOGY INC COM 595112103 66,044,745 535,860 SH SOLE 535,860 0 0
MICROSOFT CORP COM 594918104 2,608,202,661 5,243,567 SH SOLE 4,736,740 0 506,827
MONOLITHIC PWR SYS INC COM 609839105 20,268,003 27,712 SH SOLE 27,712 0 0
MORNINGSTAR INC COM 617700109 13,484,863 42,955 SH SOLE 42,955 0 0
MSCI INC COM 55354G100 12,677,899 21,982 SH SOLE 21,982 0 0
NATERA INC COM 632307104 11,766,164 69,647 SH SOLE 68,981 0 666
NETFLIX INC COM 64110L106 1,740,869 1,300 SH SOLE 1,196 0 104
NICE LTD SPONSORED ADR 653656108 78,784,522 466,429 SH SOLE 466,429 0 0
NOVO-NORDISK A S ADR 670100205 69,816,905 1,011,546 SH SOLE 1,011,546 0 0
NVIDIA CORPORATION COM 67066G104 2,276,580,129 14,409,647 SH SOLE 12,927,281 0 1,482,366
OLD DOMINION FREIGHT LINE IN COM 679580100 67,882,300 418,252 SH SOLE 418,252 0 0
ORACLE CORP COM 68389X105 608,551,140 2,783,475 SH SOLE 2,552,683 0 230,792
OREILLY AUTOMOTIVE INC COM 67103H107 62,136,794 689,413 SH SOLE 689,413 0 0
PENTAIR PLC SHS G7S00T104 45,534,535 443,547 SH SOLE 443,547 0 0
POOL CORP COM 73278L105 57,628,802 197,711 SH SOLE 197,711 0 0
PROCORE TECHNOLOGIES INC COM 74275K108 9,771,881 142,822 SH SOLE 142,822 0 0
PROCTER AND GAMBLE CO COM 742718109 509,248,695 3,196,389 SH SOLE 2,867,816 0 328,573
PROGRESSIVE CORP COM 743315103 104,791,919 392,685 SH SOLE 392,685 0 0
PTC INC COM 69370C100 18,983,940 110,154 SH SOLE 109,536 0 618
REALTY INCOME CORP COM 756109104 1,059,224,086 18,386,115 SH SOLE 16,593,623 0 1,792,492
REGENERON PHARMACEUTICALS COM 75886F107 53,069,100 101,084 SH SOLE 101,084 0 0
RELX PLC SPONSORED ADR 759530108 282,948 5,207 SH SOLE 5,207 0 0
REPUBLIC SVCS INC COM 760759100 86,913,502 352,433 SH SOLE 352,433 0 0
ROBINHOOD MKTS INC COM CL A 770700102 17,586,242 187,827 SH SOLE 187,827 0 0
ROCKWELL AUTOMATION INC COM 773903109 20,203,908 60,824 SH SOLE 60,824 0 0
ROPER TECHNOLOGIES INC COM 776696106 55,030,528 97,083 SH SOLE 97,083 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 18,900,504 60,358 SH SOLE 60,358 0 0
S&P GLOBAL INC COM 78409V104 1,073,919,415 2,036,677 SH SOLE 1,861,050 0 175,627
SALESFORCE INC COM 79466L302 674,856,485 2,474,812 SH SOLE 2,221,829 0 252,983
SANDISK CORP COM 80004C200 46,218,951 1,019,161 SH SOLE 1,019,161 0 0
SANOFI SPONSORED ADR 80105N105 202,371 4,189 SH SOLE 4,189 0 0
SAP SE SPON ADR 803054204 338,463 1,113 SH SOLE 1,113 0 0
SCHWAB CHARLES CORP COM 808513105 119,214,549 1,306,604 SH SOLE 1,306,604 0 0
SEA LTD SPONSORD ADS 81141R100 410,886 2,569 SH SOLE 2,569 0 0
SERVICENOW INC COM 81762P102 654,880,792 636,994 SH SOLE 571,378 0 65,616
SHARKNINJA INC COM SHS G8068L108 8,349,114 84,343 SH SOLE 84,343 0 0
SHERWIN WILLIAMS CO COM 824348106 435,826,848 1,269,300 SH SOLE 1,142,394 0 126,906
SPOTIFY TECHNOLOGY S A SHS L8681T102 310,773 405 SH SOLE 405 0 0
STANDARDAERO INC COM 85423L103 16,329,153 515,929 SH SOLE 515,929 0 0
STRYKER CORPORATION COM 863667101 707,381,692 1,787,988 SH SOLE 1,605,164 0 182,824
SYNOPSYS INC COM 871607107 759,428,783 1,481,292 SH SOLE 1,341,422 0 139,870
SYSCO CORP COM 871829107 118,472,735 1,564,203 SH SOLE 1,564,203 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 103,561,193 457,244 SH SOLE 456,560 0 684
TERADYNE INC COM 880770102 20,945,515 232,935 SH SOLE 232,935 0 0
THE CIGNA GROUP COM 125523100 94,518,442 285,917 SH SOLE 285,917 0 0
THE TRADE DESK INC COM CL A 88339J105 46,602,798 647,351 SH SOLE 647,351 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 877,925,508 2,165,258 SH SOLE 1,962,600 0 202,658
TRANE TECHNOLOGIES PLC SHS G8994E103 18,462,201 42,208 SH SOLE 42,208 0 0
TRANSUNION COM 89400J107 88,532,752 1,006,054 SH SOLE 1,006,054 0 0
TRUIST FINL CORP COM 89832Q109 63,471,812 1,476,432 SH SOLE 1,476,432 0 0
UNION PAC CORP COM 907818108 111,393,002 484,149 SH SOLE 484,149 0 0
UNITEDHEALTH GROUP INC COM 91324P102 65,081,934 208,616 SH SOLE 208,616 0 0
US FOODS HLDG CORP COM 912008109 70,145,560 910,863 SH SOLE 910,863 0 0
VERISK ANALYTICS INC COM 92345Y106 352,710,204 1,132,296 SH SOLE 1,017,247 0 115,049
VERIZON COMMUNICATIONS INC COM 92343V104 121,375,985 2,805,084 SH SOLE 2,805,084 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 761,933,088 1,711,440 SH SOLE 1,536,030 0 175,410
VISA INC COM CL A 92826C839 94,471,704 266,080 SH SOLE 265,405 0 675
VULCAN MATLS CO COM 929160109 51,589,153 197,796 SH SOLE 197,796 0 0
WALMART INC COM 931142103 45,570,956 466,056 SH SOLE 466,056 0 0
WASTE CONNECTIONS INC COM 94106B101 210,994 1,130 SH SOLE 1,130 0 0
WASTE MGMT INC DEL COM 94106L109 1,307,183,218 5,712,714 SH SOLE 5,126,674 0 586,040
WEST PHARMACEUTICAL SVSC INC COM 955306105 15,151,462 69,248 SH SOLE 69,248 0 0
WESTERN DIGITAL CORP COM 958102105 91,993,368 1,437,621 SH SOLE 1,437,621 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103 104,643,391 341,414 SH SOLE 341,414 0 0
WORKDAY INC CL A 98138H101 682,954,560 2,845,644 SH SOLE 2,583,439 0 262,205
XYLEM INC COM 98419M100 64,903,405 501,727 SH SOLE 501,727 0 0