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
ACV AUCTIONS INC COM CL A 00091G104 3,441,316 212,165 SH SOLE 138,735 0 73,430
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 143,126,028 1,262,023 SH SOLE 926,265 0 335,758
ALKAMI TECHNOLOGY INC COM 01644J108 7,583,525 251,610 SH SOLE 177,145 0 74,465
ALPHABET INC CAP STK CL A 02079K305 128,316,235 728,118 SH SOLE 69,961 0 658,157
AMAZON COM INC COM 023135106 907,451,010 4,136,246 SH SOLE 1,777,195 0 2,359,051
AMERIPRISE FINL INC COM 03076C106 5,540,651 10,381 SH SOLE 10,381 0 0
APPLE INC COM 037833100 198,573,784 967,850 SH SOLE 91,057 0 876,793
ARGAN INC COM 04010E109 9,115,966 41,346 SH SOLE 28,764 0 12,582
GALLAGHER ARTHUR J & CO COM 363576109 63,303,090 197,748 SH SOLE 143,318 0 54,430
AXON ENTERPRISE INC COM 05464C101 135,980,038 164,239 SH SOLE 9,074 0 155,165
AXSOME THERAPEUTICS INC COM 05464T104 2,829,595 27,106 SH SOLE 17,841 0 9,265
BADGER METER INC COM 056525108 8,796,644 35,912 SH SOLE 25,212 0 10,700
BELLRING BRANDS INC COMMON STOCK 07831C103 19,482,033 336,303 SH SOLE 184,546 0 151,757
BLACKSTONE INC COM 09260D107 77,097,571 515,427 SH SOLE 47,595 0 467,832
BLUEPRINT MEDICINES CORP COM 09627Y109 5,085,670 39,676 SH SOLE 26,129 0 13,547
BOOT BARN HLDGS INC COM 099406100 9,276,864 61,032 SH SOLE 39,952 0 21,080
BOSTON SCIENTIFIC CORP COM 101137107 356,452,330 3,318,614 SH SOLE 1,387,325 0 1,931,289
BRINKER INTL INC COM 109641100 9,270,224 51,407 SH SOLE 33,608 0 17,799
BROADCOM INC COM 11135F101 83,207,709 301,860 SH SOLE 47,640 0 254,220
CACTUS INC CL A 127203107 3,036,791 69,460 SH SOLE 48,320 0 21,140
CADRE HLDGS INC COM 12763L105 1,774,905 55,727 SH SOLE 36,421 0 19,306
CAMDEN PPTY TR SH BEN INT 133131102 780,153 6,923 SH SOLE 6,923 0 0
CASELLA WASTE SYS INC CL A 147448104 14,345,426 124,332 SH SOLE 86,947 0 37,385
CASEYS GEN STORES INC COM 147528103 14,602,397 28,617 SH SOLE 20,191 0 8,426
CELESTICA INC SUB VTG SHS 15101Q207 13,166,317 84,340 SH SOLE 73,359 0 10,981
CHECK POINT SOFTWARE TECH LT ORD M22465104 81,503,190 368,376 SH SOLE 368,376 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 36,445,617 649,076 SH SOLE 61,290 0 587,786
CINTAS CORP COM 172908105 189,289,508 849,327 SH SOLE 87,718 0 761,609
CLEARWATER ANALYTICS HLDGS I CL A 185123106 3,887,202 177,255 SH SOLE 125,615 0 51,640
COCA-COLA EUROPACIFIC PARTNE SHS G25839104 3,011,267 32,477 SH SOLE 15,615 0 16,862
COCA-COLA FEMSA SAB DE CV SPONS ADS REP 191241108 8,081,695 83,549 SH SOLE 40,793 0 42,756
COINBASE GLOBAL INC COM CL A 19260Q107 2,020,575 5,765 SH SOLE 5,765 0 0
COMMVAULT SYS INC COM 204166102 8,611,030 49,395 SH SOLE 33,020 0 16,375
COSTCO WHSL CORP NEW COM 22160K105 211,626,403 213,777 SH SOLE 83,293 0 130,484
COUPANG INC CL A 22266T109 15,269,444 509,661 SH SOLE 251,111 0 258,550
CRANE COMPANY COMMON STOCK 224408104 15,508,316 81,670 SH SOLE 57,400 0 24,270
CREDICORP LTD COM G2519Y108 7,114,418 31,829 SH SOLE 15,266 0 16,563
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105 13,152,317 142,049 SH SOLE 92,839 0 49,210
CYBERARK SOFTWARE LTD SHS M2682V108 998,484 2,454 SH SOLE 2,454 0 0
EMBRAER S.A. SPONSORED ADS 29082A107 24,947,751 438,372 SH SOLE 301,032 0 137,340
ENSIGN GROUP INC COM 29358P101 16,707,284 108,306 SH SOLE 76,345 0 31,961
EQUINIX INC COM 29444U700 81,857,045 102,904 SH SOLE 10,230 0 92,674
EXLSERVICE HOLDINGS INC COM 302081104 5,141,165 117,405 SH SOLE 84,805 0 32,600
FAIR ISAAC CORP COM 303250104 259,570 142 SH SOLE 142 0 0
FEDERAL SIGNAL CORP COM 313855108 14,529,097 136,526 SH SOLE 95,491 0 41,035
FERRARI N V COM N3167Y103 2,294,209 4,675 SH SOLE 2,255 0 2,420
FIRST FINL BANKSHARES INC COM 32020R109 13,016,664 361,775 SH SOLE 250,730 0 111,045
FORTINET INC COM 34959E109 846,606 8,008 SH SOLE 8,008 0 0
GE VERNOVA INC COM 36828A101 301,804,936 570,358 SH SOLE 414,634 0 155,724
GE AEROSPACE COM NEW 369604301 239,105,014 928,960 SH SOLE 681,154 0 247,806
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109 18,512,613 3,680,440 SH SOLE 1,673,940 0 2,006,500
GRID DYNAMICS HLDGS INC CL A 39813G109 3,045,954 263,719 SH SOLE 184,489 0 79,230
GRUPO FINANCIERO GALICIA S.A SPONSORED ADR 399909100 72,698,610 1,442,719 SH SOLE 1,060,341 0 382,378
HDFC BANK LTD SPONSORED ADS 40415F101 6,647,289 86,700 SH SOLE 86,700 0 0
HEALTHEQUITY INC COM 42226A107 13,018,420 124,269 SH SOLE 84,877 0 39,392
HEICO CORP NEW COM 422806109 3,098,944 9,448 SH SOLE 9,448 0 0
ICICI BANK LIMITED ADR 45104G104 324,659,304 9,650,990 SH SOLE 8,099,490 0 1,551,500
INNODATA INC COM NEW 457642205 2,244,153 43,814 SH SOLE 28,855 0 14,959
INSMED INC COM PAR $.01 457669307 6,112,974 60,741 SH SOLE 39,710 0 21,031
INTEGER HLDGS CORP COM 45826H109 7,652,423 62,230 SH SOLE 40,740 0 21,490
INTUITIVE SURGICAL INC COM NEW 46120E602 77,487,006 142,594 SH SOLE 15,080 0 127,514
IONQ INC COM 46222L108 2,899,186 67,470 SH SOLE 44,120 0 23,350
ISHARES TR CORE MSCI EAFE 46432F842 71,584,100 857,500 SH SOLE 857,500 0 0
ISHARES INC CORE MSCI EMKT 46434G103 8,050,023 134,100 SH SOLE 37,900 0 96,200
ISHARES TR CORE S&P500 ETF 464287200 1,552,250 2,500 SH SOLE 0 0 2,500
ISHARES TR MSCI INDIA ETF 46429B598 29,103,936 522,700 SH SOLE 522,700 0 0
ISHARES TR MSCI SAUDI ARBIA 46434V423 1,456,812 37,800 SH SOLE 37,800 0 0
ISHARES INC MSCI TAIWAN ETF 46434G772 1,033,200 18,000 SH SOLE 18,000 0 0
ISHARES TR RUS 2000 GRW ETF 464287648 5,316,996 18,600 SH SOLE 18,600 0 0
JOBY AVIATION INC COMMON STOCK G65163100 1,620,480 153,600 SH SOLE 100,430 0 53,170
JPMORGAN CHASE & CO. COM 46625H100 482,768,569 1,665,236 SH SOLE 888,967 0 776,269
KE HLDGS INC SPONSORED ADS 482497104 12,799,055 721,480 SH SOLE 318,390 0 403,090
KIRBY CORP COM 497266106 7,082,114 62,447 SH SOLE 43,154 0 19,293
LANTHEUS HLDGS INC COM 516544103 3,752,462 45,840 SH SOLE 32,434 0 13,406
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755 459,800 4,400 SH SOLE 4,400 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 79,037,446 522,458 SH SOLE 53,918 0 468,540
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 35,591,160 363,101 SH SOLE 167,807 0 195,294
MATADOR RES CO COM 576485205 6,611,845 138,555 SH SOLE 94,905 0 43,650
MERCADOLIBRE INC COM 58733R102 233,114,887 89,192 SH SOLE 42,868 0 46,324
MERCURY SYS INC COM 589378108 7,653,937 142,108 SH SOLE 98,038 0 44,070
MERIT MED SYS INC COM 589889104 13,994,797 149,709 SH SOLE 104,542 0 45,167
META PLATFORMS INC CL A 30303M102 765,806,756 1,037,552 SH SOLE 500,816 0 536,736
MICROSOFT CORP COM 594918104 1,187,571,847 2,387,511 SH SOLE 1,077,446 0 1,310,065
MIRION TECHNOLOGIES INC COM CL A 60471A101 8,454,508 392,685 SH SOLE 256,735 0 135,950
MODINE MFG CO COM 607828100 3,191,400 32,400 SH SOLE 22,590 0 9,810
MOELIS & CO CL A 60786M105 11,887,540 190,750 SH SOLE 132,875 0 57,875
MONDAY COM LTD SHS M7S64H106 2,905,481 9,239 SH SOLE 9,239 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 1,003,806 16,025 SH SOLE 16,025 0 0
MORGAN STANLEY COM NEW 617446448 459,097,251 3,259,245 SH SOLE 1,643,175 0 1,616,070
MUELLER WTR PRODS INC COM SER A 624758108 6,804,161 283,035 SH SOLE 197,845 0 85,190
NETEASE INC SPONSORED ADS 64110W102 4,441,947 33,006 SH SOLE 16,098 0 16,908
NETFLIX INC COM 64110L106 964,993,148 720,612 SH SOLE 373,924 0 346,688
NOVA MEASURING INSTRUMENTS L COM M7516K103 9,911,878 36,017 SH SOLE 24,827 0 11,190
NOVANTA INC COM 67000B104 1,873,611 14,532 SH SOLE 9,572 0 4,960
NU HLDGS LTD ORD SHS CL A G6683N103 8,149,680 594,000 SH SOLE 261,870 0 332,130
NVIDIA CORPORATION COM 67066G104 973,907,710 6,164,363 SH SOLE 2,782,227 0 3,382,136
OLLIES BARGAIN OUTLET HLDGS COM 681116109 7,945,807 60,296 SH SOLE 42,424 0 17,872
OPTION CARE HEALTH INC COM NEW 68404L201 7,521,653 231,578 SH SOLE 161,138 0 70,440
ORACLE CORP COM 68389X105 4,491,972 20,546 SH SOLE 20,546 0 0
OSI SYSTEMS INC COM 671044105 8,449,789 37,578 SH SOLE 26,343 0 11,235
PALOMAR HLDGS INC COM 69753M105 6,506,728 42,183 SH SOLE 27,596 0 14,587
PHILIP MORRIS INTL INC COM 718172109 279,096,558 1,532,403 SH SOLE 1,263,176 0 269,227
PIPER SANDLER COMPANIES COM 724078100 9,290,422 33,426 SH SOLE 23,245 0 10,181
PROGRESSIVE CORP COM 743315103 63,082,502 236,388 SH SOLE 171,328 0 65,060
PROLOGIS INC. COM 74340W103 60,186,246 572,548 SH SOLE 57,406 0 515,142
PROTAGONIST THERAPEUTICS INC COM 74366E102 2,831,648 51,233 SH SOLE 33,708 0 17,525
Q2 HLDGS INC COM 74736L109 12,132,446 129,634 SH SOLE 89,749 0 39,885
RADNET INC COM 750491102 6,233,921 109,540 SH SOLE 76,050 0 33,490
RBC BEARINGS INC COM 75524B104 14,932,934 38,807 SH SOLE 27,409 0 11,398
RHYTHM PHARMACEUTICALS INC COM 76243J105 3,314,947 52,460 SH SOLE 34,530 0 17,930
ROBINHOOD MKTS INC COM CL A 770700102 4,061,669 43,380 SH SOLE 43,380 0 0
ROLLINS INC COM 775711104 782,545 13,870 SH SOLE 13,870 0 0
SEA LTD SPONSORD ADS 81141R100 127,565,105 797,581 SH SOLE 511,875 0 285,706
SENSIENT TECHNOLOGIES CORP COM 81725T100 9,981,061 101,310 SH SOLE 71,670 0 29,640
SERVICENOW INC COM 81762P102 334,902,200 325,755 SH SOLE 132,662 0 193,093
SHOPIFY INC CL A 82509L107 86,482,740 749,742 SH SOLE 749,742 0 0
SOUTHERN COPPER CORP COM 84265V105 15,072,205 148,979 SH SOLE 67,431 0 81,548
SPOTIFY TECHNOLOGY S A SHS L8681T102 642,716,311 837,590 SH SOLE 462,089 0 375,501
SPROUTS FMRS MKT INC COM 85208M102 3,327,704 20,212 SH SOLE 13,237 0 6,975
SPS COMM INC COM 78463M107 4,391,760 32,271 SH SOLE 22,351 0 9,920
SPX TECHNOLOGIES INC COM 78473E103 9,824,539 58,591 SH SOLE 40,702 0 17,889
STERLING INFRASTRUCTURE INC COM 859241101 12,000,729 52,012 SH SOLE 36,136 0 15,876
STIFEL FINL CORP COM 860630102 11,321,672 109,093 SH SOLE 76,446 0 32,647
SUPERNUS PHARMACEUTICALS INC COM 868459108 1,768,745 56,115 SH SOLE 36,975 0 19,140
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 205,283,062 906,367 SH SOLE 126,142 0 780,225
TESLA INC COM 88160R101 18,031,017 56,762 SH SOLE 3,675 0 53,087
TJX COS INC NEW COM 872540109 103,386,322 837,204 SH SOLE 90,154 0 747,050
TRADEWEB MKTS INC CL A 892672106 277,267,692 1,893,905 SH SOLE 890,430 0 1,003,475
TRIP COM GROUP LTD ADS 89677Q107 1,562,111 26,639 SH SOLE 12,996 0 13,643
TYLER TECHNOLOGIES INC COM 902252105 189,116 319 SH SOLE 319 0 0
UBER TECHNOLOGIES INC COM 90353T100 104,861,456 1,123,917 SH SOLE 107,237 0 1,016,680
VANGUARD STAR FDS VG TL INTL STK F 921909768 1,644,342 23,800 SH SOLE 23,800 0 0
VARONIS SYS INC COM 922280102 8,629,784 170,045 SH SOLE 111,170 0 58,875
VEEVA SYS INC CL A COM 922475108 2,152,363 7,474 SH SOLE 7,474 0 0
VERTEX INC CL A 92538J106 3,056,195 86,492 SH SOLE 60,324 0 26,168
VISA INC COM CL A 92826C839 215,499,018 606,954 SH SOLE 55,665 0 551,289
VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS 92837L109 15,595,622 326,200 SH SOLE 143,860 0 182,340
VSE CORP COM 918284100 12,015,319 91,734 SH SOLE 63,968 0 27,766