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 352,900,192 2,486,964 SH SOLE 2,140,172 0 346,792
AERCAP HOLDINGS NV SHS N00985106 46,869,147 400,591 SH SOLE 361,760 0 38,831
AGILYSYS INC COM 00847J105 72,210,704 629,891 SH SOLE 570,532 0 59,359
AGIOS PHARMACEUTICALS INC COM 00847X104 12,970,868 389,984 SH SOLE 355,294 0 34,690
AIRBNB INC COM CL A 009066101 135,562,082 1,024,347 SH SOLE 1,024,347 0 0
ALIGN TECHNOLOGY INC COM 016255101 55,060,761 290,819 SH SOLE 200,440 0 90,379
ALKERMES PLC SHS G01767105 44,111,098 1,541,807 SH SOLE 1,402,802 0 139,005
ALLIANT ENERGY CORP COM 018802108 60,383,105 998,563 SH SOLE 694,034 0 304,529
ALLIED GOLD CORP COM NEW 01921D204 976,986 72,733 SH SOLE 72,733 0 0
ALPHABET INC CAP STK CL C 02079K107 152,574,203 860,106 SH SOLE 860,106 0 0
ALPHABET INC CAP STK CL A 02079K305 1,425,094,821 8,086,562 SH SOLE 7,480,891 0 605,671
ALTRIA GROUP INC COM 02209S103 35,711,064 609,092 SH SOLE 609,092 0 0
AMAZON COM INC COM 023135106 984,951,186 4,489,499 SH SOLE 3,684,850 0 804,649
AMERICAN EXPRESS CO COM 025816109 1,473,966,070 4,620,873 SH SOLE 4,261,328 0 359,545
AMRIZE LTD SHS H2927K103 37,041,350 747,555 SH SOLE 513,859 0 233,696
ANALOG DEVICES INC COM 032654105 123,506,436 518,891 SH SOLE 438,262 0 80,629
ANGLOGOLD ASHANTI PLC COM SHS G0378L100 38,967,317 855,109 SH SOLE 855,109 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 29,390,376 427,683 SH SOLE 333,257 0 94,426
AON PLC SHS CL A G0403H108 776,325,814 2,176,045 SH SOLE 1,886,885 0 289,160
API GROUP CORP COM STK 00187Y100 249,029,302 4,878,145 SH SOLE 4,307,349 0 570,796
APOLLO GLOBAL MGMT INC COM 03769M106 16,019,109 112,914 SH SOLE 112,914 0 0
APOLLO GLOBAL MGMT INC COM 03769M106 40,177,584 283,200 SH Call SOLE 283,200 0 0
APPLE INC COM 037833100 199,012,643 969,989 SH SOLE 834,266 0 135,723
APPLIED INDL TECHNOLOGIES IN COM 03820C105 75,039,974 322,822 SH SOLE 243,759 0 79,063
ARAMARK COM 03852U106 17,787,381 424,824 SH SOLE 424,824 0 0
ARCH CAP GROUP LTD ORD G0450A105 2,170,021,055 23,833,290 SH SOLE 23,311,909 0 521,381
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 86,332,233 498,454 SH SOLE 468,807 0 29,647
ARGENX SE SPONSORED ADR 04016X101 1,295,243,527 2,349,776 SH SOLE 2,010,189 0 339,587
ARIS MNG CORP COM 04040Y109 7,444,463 1,107,807 SH SOLE 1,107,807 0 0
ARIS WATER SOLUTIONS INC CLASS A COM 04041L106 44,213,982 1,869,513 SH SOLE 1,321,283 0 548,230
ARISTA NETWORKS INC COM SHS 040413205 131,974,989 1,289,952 SH SOLE 1,208,547 0 81,405
ARM HOLDINGS PLC SPONSORED ADS 042068205 329,065,691 2,034,535 SH SOLE 1,871,831 0 162,704
ASBURY AUTOMOTIVE GROUP INC COM 043436104 50,443,100 211,466 SH SOLE 145,856 0 65,610
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101 688,747,182 3,990,424 SH SOLE 3,314,290 0 676,134
ASTERA LABS INC COM 04626A103 27,170,667 300,494 SH SOLE 227,075 0 73,419
ATLASSIAN CORPORATION CL A 049468101 787,610,031 3,878,133 SH SOLE 3,373,801 0 504,332
AUTOZONE INC COM 053332102 207,699,269 55,950 SH SOLE 52,628 0 3,322
AVIDITY BIOSCIENCES INC COM 05370A108 25,047,494 881,954 SH SOLE 800,067 0 81,887
AXALTA COATING SYS LTD COM G0750C108 13,047,983 439,474 SH SOLE 439,474 0 0
AXON ENTERPRISE INC COM 05464C101 81,605,906 98,565 SH SOLE 98,565 0 0
AXON ENTERPRISE INC COM 05464C101 84,863,850 102,500 SH Put SOLE 102,500 0 0
B2GOLD CORP COM 11777Q209 554,589 153,400 SH SOLE 153,400 0 0
BAKER HUGHES COMPANY CL A 05722G100 639,423,708 16,677,718 SH SOLE 15,451,921 0 1,225,797
BANK AMERICA CORP COM 060505104 140,079,267 2,960,255 SH SOLE 2,960,255 0 0
BANK NEW YORK MELLON CORP COM 064058100 1,439,830,828 15,803,214 SH SOLE 14,551,616 0 1,251,598
BAXTER INTL INC COM 071813109 151,458,683 5,001,938 SH SOLE 4,433,578 0 568,360
BEONE MEDICINES LTD SPONSORED ADS 07725L102 65,395,937 270,153 SH SOLE 244,811 0 25,342
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,260,939,421 2,595,754 SH SOLE 2,436,428 0 159,326
BICARA THERAPEUTICS INC COM 055477103 3,741,687 402,765 SH SOLE 365,581 0 37,184
BIO RAD LABS INC CL A 090572207 28,523,541 118,198 SH SOLE 81,310 0 36,888
BIRKENSTOCK HOLDING PLC COM SHS M2029K104 37,943,403 771,521 SH SOLE 680,634 0 90,887
BOOKING HOLDINGS INC COM 09857L108 139,306,482 24,063 SH SOLE 24,063 0 0
BOSTON SCIENTIFIC CORP COM 101137107 914,939,969 8,518,201 SH SOLE 7,330,150 0 1,188,051
BRIDGEBIO PHARMA INC COM 10806X102 13,743,633 318,287 SH SOLE 288,447 0 29,840
BRIGHT HORIZONS FAM SOL IN D COM 109194100 222,136,711 1,797,368 SH SOLE 1,492,233 0 305,135
BROADCOM INC COM 11135F101 88,948,120 322,685 SH SOLE 322,685 0 0
BWX TECHNOLOGIES INC COM 05605H100 183,859,024 1,276,267 SH SOLE 1,140,669 0 135,598
CABLE ONE INC COM 12685J105 9,772,888 71,960 SH SOLE 49,600 0 22,360
CABLE ONE INC NOTE 1.125% 3/1 12685JAG0 74,284 97,000 PRN SOLE 97,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 150,137,151 487,221 SH SOLE 487,221 0 0
CAE INC COM 124765108 104,094,992 3,549,501 SH SOLE 3,217,851 0 331,650
CALIX INC COM 13100M509 64,077,089 1,204,683 SH SOLE 1,091,210 0 113,473
CAPITAL ONE FINL CORP COM 14040H105 53,297,018 250,503 SH SOLE 250,503 0 0
CAPITAL ONE FINL CORP COM 14040H105 36,722,376 172,600 SH Call SOLE 172,600 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 362,490,894 4,952,738 SH SOLE 4,247,696 0 705,042
CAVA GROUP INC COM 148929102 13,936,864 165,462 SH SOLE 127,391 0 38,071
CBRE GROUP INC CL A 12504L109 518,162,779 3,697,993 SH SOLE 3,278,126 0 419,867
CCC INTELLIGENT SOLUTIONS HL COM 12510Q100 292,233,234 31,055,604 SH SOLE 26,107,637 0 4,947,967
CDW CORP COM 12514G108 50,726,168 284,037 SH SOLE 195,610 0 88,427
CELCUITY INC COM 15102K100 5,362,401 401,678 SH SOLE 366,831 0 34,847
CENCORA INC COM 03073E105 411,888,353 1,373,648 SH SOLE 1,215,346 0 158,302
CENTENE CORP DEL COM 15135B101 43,606,652 803,365 SH SOLE 543,162 0 260,203
CENTERRA GOLD INC COM 152006102 318,682 44,200 SH SOLE 44,200 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 30,257,044 136,755 SH SOLE 136,755 0 0
CHEWY INC CL A 16679L109 21,427,972 502,768 SH SOLE 249,349 0 253,419
CITIGROUP INC COM NEW 172967424 985,574,092 11,578,643 SH SOLE 10,684,093 0 894,550
CLEARWATER ANALYTICS HLDGS I CL A 185123106 38,848,184 1,771,463 SH SOLE 1,151,147 0 620,316
CLOUDFLARE INC CL A COM 18915M107 151,414,189 773,192 SH SOLE 727,609 0 45,583
CME GROUP INC COM 12572Q105 91,225,810 330,984 SH SOLE 330,984 0 0
CNH INDL N V SHS N20944109 427,044,947 32,950,999 SH SOLE 32,364,226 0 586,773
COCA COLA CO COM 191216100 154,634,950 2,185,653 SH SOLE 2,185,653 0 0
COLLIERS INTL GROUP INC SUB VTG SHS 194693107 58,340,762 446,449 SH SOLE 316,393 0 130,056
COMCAST CORP NEW CL A 20030N101 145,357,375 4,072,776 SH SOLE 4,072,776 0 0
COMFORT SYS USA INC COM 199908104 114,551,079 213,631 SH SOLE 201,053 0 12,578
COMPANIA DE MINAS BUENAVENTU SPONSORED ADR 204448104 19,989,314 1,217,376 SH SOLE 1,200,523 0 16,853
CONFLUENT INC CLASS A COM 20717M103 43,463,535 1,743,423 SH SOLE 1,317,904 0 425,519
CONSTELLATION ENERGY CORP COM 21037T109 60,839,292 188,497 SH SOLE 188,497 0 0
COPA HOLDINGS SA CL A P31076105 23,592,194 214,533 SH SOLE 211,561 0 2,972
COREBRIDGE FINL INC COM 21871X109 56,441,699 1,589,907 SH SOLE 1,092,898 0 497,009
CREDICORP LTD COM G2519Y108 27,829,581 124,506 SH SOLE 122,787 0 1,719
CROWDSTRIKE HLDGS INC CL A 22788C105 204,418,699 401,364 SH SOLE 401,364 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 26,692,956 65,604 SH SOLE 59,480 0 6,124
DANAHER CORPORATION COM 235851102 528,018,691 2,672,971 SH SOLE 2,301,854 0 371,117
DEXCOM INC COM 252131107 219,924,100 2,519,465 SH SOLE 2,370,639 0 148,826
DIAMONDBACK ENERGY INC COM 25278X109 97,384,861 708,769 SH SOLE 708,769 0 0
DISNEY WALT CO COM 254687106 115,100,502 928,155 SH SOLE 928,155 0 0
DOLLAR GEN CORP NEW COM 256677105 130,224,604 1,138,526 SH SOLE 1,018,681 0 119,845
DOORDASH INC CL A 25809K105 294,944,531 1,196,481 SH SOLE 1,122,230 0 74,251
DUOLINGO INC CL A COM 26603R106 51,798,237 126,331 SH SOLE 111,108 0 15,223
EATON CORP PLC SHS G29183103 419,862,722 1,176,119 SH SOLE 989,511 0 186,608
EDGEWISE THERAPEUTICS INC COM 28036F105 18,079,581 1,379,068 SH SOLE 1,249,128 0 129,940
ELASTIC N V ORD SHS N14506104 43,463,007 515,392 SH SOLE 377,069 0 138,323
ELEVANCE HEALTH INC COM 036752103 1,429,497,624 3,675,179 SH SOLE 3,389,278 0 285,901
ELI LILLY & CO COM 532457108 23,604,168 30,280 SH SOLE 30,280 0 0
ENBRIDGE INC COM 29250N105 30,768,868 678,100 SH SOLE 545,800 0 132,300
EOG RES INC COM 26875P101 145,689,764 1,218,040 SH SOLE 1,218,040 0 0
EQUINIX INC COM 29444U700 10,648,161 13,386 SH SOLE 13,386 0 0
ERMENEGILDO ZEGNA N V ORD SHS N30577105 17,943,449 2,098,649 SH SOLE 1,900,461 0 198,188
ETSY INC COM 29786A106 50,032,995 997,468 SH SOLE 873,587 0 123,881
EVEREST GROUP LTD COM G3223R108 7,604,144 22,375 SH SOLE 22,375 0 0
EVERGY INC COM 30034W106 296,950 4,308 SH SOLE 4,308 0 0
EXPEDIA GROUP INC COM NEW 30212P303 68,030,668 403,312 SH SOLE 277,514 0 125,798
EXPEDITORS INTL WASH INC COM 302130109 20,554,832 179,911 SH SOLE 123,831 0 56,080
FABRINET SHS G3323L100 99,679,341 338,263 SH SOLE 307,337 0 30,926
FAIR ISAAC CORP COM 303250104 84,294,547 46,114 SH SOLE 43,400 0 2,714
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 165,421,844 759,687 SH SOLE 648,406 0 111,281
FERRARI N V COM N3167Y103 66,109,058 134,713 SH SOLE 134,713 0 0
FIFTH THIRD BANCORP COM 316773100 34,651,655 842,491 SH SOLE 581,589 0 260,902
FIRST CTZNS BANCSHARES INC N CL A 31946M103 86,922,049 44,428 SH SOLE 30,735 0 13,693
FISERV INC COM 337738108 106,606,448 618,331 SH SOLE 618,331 0 0
FIVE9 INC COM 338307101 25,581,984 966,087 SH SOLE 876,407 0 89,680
FLEX LTD ORD Y2573F102 102,256,328 2,048,404 SH SOLE 1,729,710 0 318,694
FLOOR & DECOR HLDGS INC CL A 339750101 64,449,553 848,467 SH SOLE 734,062 0 114,405
FLOWSERVE CORP COM 34354P105 36,420,104 695,704 SH SOLE 526,392 0 169,312
FTAI AVIATION LTD SHS G3730V105 148,650,892 1,292,167 SH SOLE 1,044,498 0 247,669
GALIANO GOLD INC COM 36352H100 38,100 30,000 SH SOLE 30,000 0 0
GARMIN LTD SHS H2906T109 1,229,809,548 5,892,150 SH SOLE 5,787,301 0 104,849
GE AEROSPACE COM NEW 369604301 236,123,409 917,376 SH SOLE 917,376 0 0
GE AEROSPACE COM NEW 369604301 197,186,479 766,100 SH Put SOLE 766,100 0 0
GE VERNOVA INC COM 36828A101 708,558,308 1,339,050 SH SOLE 1,090,978 0 248,072
GE VERNOVA INC COM 36828A101 73,869,340 139,600 SH Put SOLE 139,600 0 0
GENPACT LIMITED SHS G3922B107 76,066,884 1,728,400 SH SOLE 1,199,490 0 528,910
GENUINE PARTS CO COM 372460105 56,815,296 468,348 SH SOLE 324,641 0 143,707
GITLAB INC CLASS A COM 37637K108 30,654,455 679,549 SH SOLE 511,549 0 168,000
GLAUKOS CORP COM 377322102 29,667,057 287,221 SH SOLE 260,554 0 26,667
GLOBANT S A COM L44385109 13,236,024 145,707 SH SOLE 143,709 0 1,998
GLOBE LIFE INC COM 37959E102 49,739,739 400,191 SH SOLE 272,031 0 128,160
GOLDMAN SACHS GROUP INC COM 38141G104 131,306,027 185,526 SH SOLE 185,526 0 0
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109 200,422,453 39,845,418 SH SOLE 39,845,418 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 355,045,886 1,507,946 SH SOLE 1,268,096 0 239,850
HALOZYME THERAPEUTICS INC COM 40637H109 42,382,827 814,741 SH SOLE 616,902 0 197,839
HAMILTON LANE INC CL A 407497106 36,225,109 254,891 SH SOLE 192,361 0 62,530
HARLEY DAVIDSON INC COM 412822108 3,685,659 156,172 SH SOLE 156,172 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 140,217,009 1,828,838 SH SOLE 1,828,838 0 0
HEALTHEQUITY INC COM 42226A107 65,123,740 621,647 SH SOLE 472,165 0 149,482
HENRY JACK & ASSOC INC COM 426281101 74,302,108 412,400 SH SOLE 356,848 0 55,552
HENRY SCHEIN INC COM 806407102 472,064,002 6,462,204 SH SOLE 5,874,208 0 587,996
HOWMET AEROSPACE INC COM 443201108 80,864,923 434,454 SH SOLE 434,454 0 0
HUBBELL INC COM 443510607 95,947,761 234,930 SH SOLE 205,099 0 29,831
HUBSPOT INC COM 443573100 134,128,905 240,966 SH SOLE 174,057 0 66,909
HUMANA INC COM 444859102 178,833,697 731,486 SH SOLE 657,360 0 74,126
IAC INC COM NEW 44891N208 34,112,368 913,561 SH SOLE 634,477 0 279,084
ICICI BANK LIMITED ADR 45104G104 3,974,936 118,161 SH SOLE 118,161 0 0
ICON PLC SHS G4705A100 1,045,039,342 7,184,870 SH SOLE 6,946,790 0 238,080
IDACORP INC COM 451107106 217,623 1,885 SH SOLE 1,885 0 0
INFOSYS LTD SPONSORED ADR 456788108 1,396,903 75,386 SH SOLE 75,386 0 0
INGERSOLL RAND INC COM 45687V106 155,226,939 1,866,157 SH SOLE 1,645,262 0 220,895
INSMED INC COM PAR $.01 457669307 333,555,278 3,314,341 SH SOLE 2,850,222 0 464,119
INSPIRE MED SYS INC COM 457730109 47,019,045 362,326 SH SOLE 294,824 0 67,502
INSTALLED BLDG PRODS INC COM 45780R101 28,583,785 158,517 SH SOLE 119,454 0 39,063
INSULET CORP COM 45784P101 210,963,073 671,472 SH SOLE 625,453 0 46,019
INTAPP INC COM 45827U109 68,736,160 1,331,580 SH SOLE 1,007,743 0 323,837
INTEGER HLDGS CORP COM 45826H109 27,142,430 220,724 SH SOLE 166,942 0 53,782
INTERCONTINENTAL EXCHANGE IN COM 45866F104 10,553,194 57,520 SH SOLE 57,520 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 69,223,913 127,388 SH SOLE 127,388 0 0
IONIS PHARMACEUTICALS INC COM 462222100 14,024,549 354,962 SH SOLE 321,822 0 33,140
IQVIA HLDGS INC COM 46266C105 515,771,898 3,272,872 SH SOLE 3,026,391 0 246,481
IRHYTHM TECHNOLOGIES INC COM 450056106 421,979,880 2,740,841 SH SOLE 2,309,100 0 431,741
ISHARES TR INDIA 50 ETF 464289529 364,564 6,704 SH SOLE 6,704 0 0
ISHARES TR MSCI INDIA ETF 46429B598 5,191,603 93,240 SH SOLE 93,240 0 0
JBT MAREL CORPORATION COM 477839104 73,592,746 611,947 SH SOLE 428,168 0 183,779
JFROG LTD ORD SHS M6191J100 26,889,971 612,807 SH SOLE 304,554 0 308,253
KANZHUN LIMITED SPONSORED ADS 48553T106 101,454,082 5,686,888 SH SOLE 5,686,888 0 0
KASPI KZ JSC SPONSORED ADS 48581R205 23,879,217 281,296 SH SOLE 277,417 0 3,879
KE HLDGS INC SPONSORED ADS 482497104 133,521,990 7,526,606 SH SOLE 7,526,606 0 0
KINDER MORGAN INC DEL COM 49456B101 48,954,675 1,665,125 SH SOLE 1,665,125 0 0
KKR & CO INC COM 48251W104 18,283,776 137,441 SH SOLE 137,441 0 0
KKR & CO INC COM 48251W104 63,295,674 475,800 SH Call SOLE 475,800 0 0
KORNIT DIGITAL LTD SHS M6372Q113 55,318,382 2,778,422 SH SOLE 2,519,156 0 259,266
KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207 50,266,100 1,082,155 SH SOLE 818,566 0 263,589
LAM RESEARCH CORP COM NEW 512807306 958,786,151 9,849,868 SH SOLE 8,969,648 0 880,220
LAMAR ADVERTISING CO NEW CL A 512816109 82,157,201 676,971 SH SOLE 471,567 0 205,404
LANTHEUS HLDGS INC COM 516544103 34,212,896 417,944 SH SOLE 315,298 0 102,646
LATTICE SEMICONDUCTOR CORP COM 518415104 230,365,383 4,702,294 SH SOLE 3,945,234 0 757,060
LEGEND BIOTECH CORP SPONSORED ADS 52490G102 75,319,291 2,122,268 SH SOLE 1,922,398 0 199,870
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755 305,618,715 2,924,581 SH SOLE 2,561,074 0 363,507
LIGHTSPEED COMMERCE INC SUB VTG SHS 53229C107 41,936,066 3,571,331 SH SOLE 3,234,723 0 336,608
LINDE PLC SHS G54950103 406,102,502 865,558 SH SOLE 745,436 0 120,122
LINEAGE INC COM 53566V106 27,107,868 622,883 SH SOLE 428,977 0 193,906
LITHIUM ARGENTINA AG NOTE 1.750% 1/1 53680QAA6 2,025,545 2,455,000 PRN SOLE 2,455,000 0 0
LIVANOVA PLC SHS G5509L101 56,167,357 1,247,609 SH SOLE 1,129,995 0 117,614
LIVE NATION ENTERTAINMENT IN COM 538034109 375,219,784 2,480,300 SH SOLE 1,974,493 0 505,807
LKQ CORP COM 501889208 50,338,559 1,360,134 SH SOLE 943,824 0 416,310
LOAR HOLDINGS INC COM SHS 53947R105 23,967,324 278,140 SH SOLE 209,641 0 68,499
LPL FINL HLDGS INC COM 50212V100 137,773,727 367,426 SH SOLE 345,708 0 21,718
LUXFER HLDGS PLC SHS G5698W116 17,094,447 1,403,485 SH SOLE 1,403,485 0 0
M & T BK CORP COM 55261F104 32,852,982 169,354 SH SOLE 116,851 0 52,503
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 294,516,833 2,055,390 SH SOLE 1,694,258 0 361,132
MADRIGAL PHARMACEUTICALS INC COM 558868105 61,003,447 201,571 SH SOLE 173,133 0 28,438
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 207,315,829 2,115,036 SH SOLE 2,115,036 0 0
MAREX GROUP PLC ORD G5S37H101 19,891,183 503,957 SH SOLE 447,019 0 56,938
MARSH & MCLENNAN COS INC COM 571748102 752,876,783 3,443,454 SH SOLE 3,171,198 0 272,256
MARTIN MIDSTREAM PRTNRS L P UNIT L P INT 573331105 98,568 33,413 SH SOLE 33,413 0 0
MASTERCARD INCORPORATED CL A 57636Q104 160,552,439 285,711 SH SOLE 285,711 0 0
MASTERCARD INCORPORATED CL A 57636Q104 125,368,814 223,100 SH Put SOLE 223,100 0 0
MEDTRONIC PLC SHS G5960L103 104,886,082 1,203,236 SH SOLE 1,203,236 0 0
MERCADOLIBRE INC COM 58733R102 550,566,387 210,652 SH SOLE 195,577 0 15,075
MERCK & CO INC COM 58933Y105 102,967,212 1,300,748 SH SOLE 1,300,748 0 0
META PLATFORMS INC CL A 30303M102 1,688,530,707 2,287,703 SH SOLE 2,125,900 0 161,803
MGM RESORTS INTERNATIONAL COM 552953101 31,433,836 914,040 SH SOLE 914,040 0 0
MICROSOFT CORP COM 594918104 259,717,657 522,140 SH SOLE 522,140 0 0
MODINE MFG CO COM 607828100 92,765,232 941,779 SH SOLE 669,376 0 272,403
MOELIS & CO CL A 60786M105 26,832,125 430,554 SH SOLE 297,228 0 133,326
MONOLITHIC PWR SYS INC COM 609839105 151,868,863 207,647 SH SOLE 182,894 0 24,753
MORGAN STANLEY COM NEW 617446448 101,485,968 720,474 SH SOLE 720,474 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 31,364,634 74,596 SH SOLE 74,596 0 0
NASDAQ INC COM 631103108 53,954,150 603,379 SH SOLE 603,379 0 0
NATERA INC COM 632307104 4,285,839 25,369 SH SOLE 25,369 0 0
NETFLIX INC COM 64110L106 1,475,906,060 1,102,138 SH SOLE 975,428 0 126,710
NETFLIX INC COM 64110L106 72,446,933 54,100 SH Put SOLE 54,100 0 0
NEW GOLD INC CDA COM 644535106 370,013 74,750 SH SOLE 74,750 0 0
NEWS CORP NEW CL A 65249B109 53,364,786 1,795,585 SH SOLE 1,236,563 0 559,022
NICE LTD SPONSORED ADR 653656108 167,414,809 991,148 SH SOLE 897,917 0 93,231
NNN REIT INC COM 637417106 53,916,491 1,248,645 SH SOLE 867,837 0 380,808
NOKIA CORP SPONSORED ADR 654902204 560,149,598 108,136,988 SH SOLE 106,214,716 0 1,922,272
NOV INC COM 62955J103 42,940,678 3,454,600 SH SOLE 2,392,508 0 1,062,092
NOVANTA INC COM 67000B104 19,792,302 153,512 SH SOLE 131,487 0 22,025
NU HLDGS LTD ORD SHS CL A G6683N103 196,742,509 14,339,833 SH SOLE 14,339,833 0 0
NURIX THERAPEUTICS INC COM 67080M103 6,614,731 580,749 SH SOLE 528,077 0 52,672
NUTANIX INC CL A 67059N108 63,209,459 826,916 SH SOLE 778,356 0 48,560
NVENT ELECTRIC PLC SHS G6700G107 64,722,821 883,588 SH SOLE 611,342 0 272,246
NVIDIA CORPORATION COM 67066G104 339,021,420 2,145,841 SH SOLE 2,145,841 0 0
NVIDIA CORPORATION COM 67066G104 101,982,545 645,500 SH Call SOLE 645,500 0 0
NXP SEMICONDUCTORS N V COM N6596X109 127,337,938 582,809 SH SOLE 582,809 0 0
OCULAR THERAPEUTIX INC COM 67576A100 9,892,192 1,065,969 SH SOLE 971,425 0 94,544
OGE ENERGY CORP COM 670837103 74,197,857 1,671,876 SH SOLE 1,162,392 0 509,484
OMNICOM GROUP INC COM 681919106 46,225,910 642,562 SH SOLE 445,164 0 197,398
ON HLDG AG NAMEN AKT A H5919C104 19,642,525 377,378 SH SOLE 342,011 0 35,367
ORACLE CORP COM 68389X105 781,892,809 3,576,329 SH SOLE 2,893,986 0 682,343
OTIS WORLDWIDE CORP COM 68902V107 53,726,371 542,581 SH SOLE 377,647 0 164,934
PARSONS CORP DEL COM 70202L102 151,763,335 2,114,579 SH SOLE 1,812,262 0 302,317
PAYPAL HLDGS INC COM 70450Y103 891,247,744 11,992,031 SH SOLE 11,020,956 0 971,075
PENUMBRA INC COM 70975L107 52,367,405 204,058 SH SOLE 154,280 0 49,778
PERMIAN RESOURCES CORP CLASS A COM 71424F105 50,733,574 3,724,932 SH SOLE 2,572,000 0 1,152,932
PHILIP MORRIS INTL INC COM 718172109 172,102,833 944,945 SH SOLE 944,945 0 0
PINTEREST INC CL A 72352L106 52,987,776 1,477,629 SH SOLE 1,017,709 0 459,920
PNC FINL SVCS GROUP INC COM 693475105 109,588,675 587,859 SH SOLE 587,859 0 0
POLARIS INC COM 731068102 37,825,353 930,513 SH SOLE 617,915 0 312,598
PPL CORP COM 69351T106 390,514 11,523 SH SOLE 11,523 0 0
PROCEPT BIOROBOTICS CORP COM 74276L105 56,808,288 986,255 SH SOLE 679,112 0 307,143
PROCORE TECHNOLOGIES INC COM 74275K108 68,800,689 1,005,564 SH SOLE 757,204 0 248,360
PROGRESSIVE CORP COM 743315103 1,048,902,837 3,930,536 SH SOLE 3,617,946 0 312,590
PUBLIC STORAGE OPER CO COM 74460D109 44,199,615 150,636 SH SOLE 104,833 0 45,803
PURE STORAGE INC CL A 74624M102 190,872,287 3,314,906 SH SOLE 2,920,833 0 394,073
RADWARE LTD ORD M81873107 79,449,139 2,698,680 SH SOLE 2,447,051 0 251,629
RBC BEARINGS INC COM 75524B104 157,190,415 408,499 SH SOLE 360,388 0 48,111
REDDIT INC CL A 75734B100 69,067,664 458,708 SH SOLE 431,592 0 27,116
REPLIGEN CORP COM 759916109 27,429,148 220,527 SH SOLE 162,877 0 57,650
REPLIMUNE GROUP INC COM 76029N106 4,750,637 511,371 SH SOLE 468,717 0 42,654
RHYTHM PHARMACEUTICALS INC COM 76243J105 11,025,328 174,479 SH SOLE 134,311 0 40,168
ROBINHOOD MKTS INC COM CL A 770700102 120,430,464 1,286,238 SH SOLE 1,207,460 0 78,778
ROBLOX CORP CL A 771049103 243,182,108 2,311,617 SH SOLE 2,175,102 0 136,515
RTX CORPORATION COM 75513E101 16,076,218 110,096 SH SOLE 110,096 0 0
RXSIGHT INC COM 78349D107 29,283,072 2,252,544 SH SOLE 2,041,668 0 210,876
RYAN SPECIALTY HOLDINGS INC CL A 78351F107 64,960,774 955,446 SH SOLE 836,921 0 118,525
S&P GLOBAL INC COM 78409V104 319,587,833 606,095 SH SOLE 523,877 0 82,218
SALESFORCE INC COM 79466L302 151,861,334 556,901 SH SOLE 479,245 0 77,656
SAMSARA INC COM CL A 79589L106 157,699,854 3,964,300 SH SOLE 3,500,986 0 463,314
SCHLUMBERGER LTD COM STK 806857108 108,958,762 3,223,632 SH SOLE 3,223,632 0 0
SCHWAB CHARLES CORP COM 808513105 1,658,452,327 18,176,812 SH SOLE 16,817,410 0 1,359,402
SEA LTD SPONSORD ADS 81141R100 839,901,399 5,251,353 SH SOLE 4,492,508 0 758,845
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 424,460,851 14,097,006 SH SOLE 13,846,265 0 250,741
SENTINELONE INC CL A 81730H109 26,076,895 1,426,526 SH SOLE 1,078,168 0 348,358
SERVICENOW INC COM 81762P102 56,158,870 54,625 SH SOLE 54,625 0 0
SERVICETITAN INC SHS CL A 81764X103 54,352,693 507,116 SH SOLE 357,399 0 149,717
SHARKNINJA INC COM SHS G8068L108 43,373,260 438,158 SH SOLE 363,912 0 74,246
SHOPIFY INC CL A SUB VTG SHS 82509L107 846,881,590 7,341,843 SH SOLE 6,176,855 0 1,164,988
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 54,223,570 448,351 SH SOLE 304,059 0 144,292
SNAP ON INC COM 833034101 23,601,758 75,846 SH SOLE 38,316 0 37,530
SNOWFLAKE INC CL A 833445109 1,108,045,266 4,951,715 SH SOLE 4,297,957 0 653,758
SOLAREDGE TECHNOLOGIES INC COM 83417M104 15,089,900 739,701 SH SOLE 671,025 0 68,676
SOUTHWEST AIRLS CO COM 844741108 349,182,051 10,763,935 SH SOLE 9,924,343 0 839,592
SPOTIFY TECHNOLOGY S A SHS L8681T102 494,629,666 644,603 SH SOLE 558,860 0 85,743
SPX TECHNOLOGIES INC COM 78473E103 91,659,757 546,635 SH SOLE 408,098 0 138,537
STARBUCKS CORP COM 855244109 105,813,133 1,154,787 SH SOLE 994,050 0 160,737
STEVANATO GROUP S P A ORD SHS T9224W109 66,786,294 2,733,782 SH SOLE 2,316,046 0 417,736
STRYKER CORPORATION COM 863667101 4,165,984 10,530 SH SOLE 10,530 0 0
SUNCOR ENERGY INC NEW COM 867224107 1,264,043,474 33,722,975 SH SOLE 33,122,174 0 600,801
SYNOPSYS INC COM 871607107 167,282,870 326,291 SH SOLE 306,515 0 19,776
SYSCO CORP COM 871829107 43,803,396 578,339 SH SOLE 401,480 0 176,859
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 548,754,241 2,422,863 SH SOLE 2,007,056 0 415,807
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 96,446,663 397,145 SH SOLE 373,481 0 23,664
TARSUS PHARMACEUTICALS INC COM 87650L103 21,847,165 539,303 SH SOLE 490,489 0 48,814
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 50,245,337 2,578,006 SH SOLE 2,087,415 0 490,591
TEXAS INSTRS INC COM 882508104 154,840,297 745,787 SH SOLE 745,787 0 0
THE CIGNA GROUP COM 125523100 132,999,607 402,322 SH SOLE 402,322 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 114,705,850 282,903 SH SOLE 282,903 0 0
TRADEWEB MKTS INC CL A 892672106 174,039,149 1,188,792 SH SOLE 1,131,105 0 57,687
TRANSDIGM GROUP INC COM 893641100 27,839,877 18,308 SH SOLE 18,308 0 0
TWIST BIOSCIENCE CORP COM 90184D100 186,195,404 5,061,033 SH SOLE 4,078,039 0 982,994
TYLER TECHNOLOGIES INC COM 902252105 414,167,509 698,616 SH SOLE 619,284 0 79,332
TYSON FOODS INC CL A 902494103 56,458,676 1,009,272 SH SOLE 702,530 0 306,742
U HAUL HOLDING COMPANY COM SER N 023586506 71,752,850 1,319,714 SH SOLE 915,273 0 404,441
UNITED PARCEL SERVICE INC CL B 911312106 147,292,456 1,459,208 SH SOLE 1,459,208 0 0
UNIVERSAL HEALTH RLTY INCOME SH BEN INT 91359E105 261,524 6,543 SH SOLE 6,543 0 0
US BANCORP DEL COM NEW 902973304 39,526,916 873,523 SH SOLE 873,523 0 0
US FOODS HLDG CORP COM 912008109 247,003,106 3,207,416 SH SOLE 2,788,062 0 419,354
VAIL RESORTS INC COM 91879Q109 56,752,371 361,181 SH SOLE 249,022 0 112,159
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 292,935,552 1,050,400 SH Put SOLE 1,050,400 0 0
VANECK ETF TRUST JUNIOR GOLD MINE 92189F791 27,299,601 403,900 SH SOLE 82,400 0 321,500
VANECK ETF TRUST VANECK VIETNAM 92189F817 14,217,294 1,033,985 SH SOLE 1,033,985 0 0
VEEVA SYS INC CL A COM 922475108 350,410,608 1,216,788 SH SOLE 1,116,577 0 100,211
VERACYTE INC COM 92337F107 170,877,578 6,321,775 SH SOLE 5,220,102 0 1,101,673
VERISK ANALYTICS INC COM 92345Y106 54,838,329 176,046 SH SOLE 165,715 0 10,331
VERONA PHARMA PLC SPONSORED ADS 925050106 8,143,433 86,101 SH SOLE 86,101 0 0
VERTEX INC CL A 92538J106 26,681,494 755,101 SH SOLE 581,445 0 173,656
VERTEX PHARMACEUTICALS INC COM 92532F100 289,495,307 650,259 SH SOLE 559,825 0 90,434
VIKING HOLDINGS LTD ORD SHS G93A5A101 117,170,801 2,198,739 SH SOLE 2,081,465 0 117,274
VIR BIOTECHNOLOGY INC COM 92764N102 3,989,719 791,611 SH SOLE 724,847 0 66,764
VISA INC COM CL A 92826C839 351,324,460 989,507 SH SOLE 989,507 0 0
VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS 92837L109 31,244,791 653,520 SH SOLE 644,579 0 8,941
VISTRA CORP COM 92840M102 155,399,571 801,814 SH SOLE 767,605 0 34,209
VISTRA CORP COM 92840M102 66,496,211 343,100 SH Call SOLE 343,100 0 0
VITA COCO CO INC COM 92846Q107 66,749,766 1,849,024 SH SOLE 1,397,713 0 451,311
VONTIER CORPORATION COM 928881101 82,764,855 2,242,950 SH SOLE 1,556,479 0 686,471
VSE CORP COM 918284100 67,076,037 512,109 SH SOLE 387,526 0 124,583
VTEX SHS CL A G9470A102 10,533,930 1,596,050 SH SOLE 1,573,919 0 22,131
WAFD INC COM 938824109 32,018,910 1,093,542 SH SOLE 757,292 0 336,250
WARBY PARKER INC CL A COM 93403J106 27,589,168 1,258,056 SH SOLE 964,105 0 293,951
WARNER MUSIC GROUP CORP COM CL A 934550203 55,180,803 2,025,727 SH SOLE 1,430,408 0 595,319
WATERS CORP COM 941848103 136,064,169 389,824 SH SOLE 323,103 0 66,721
WAVE LIFE SCIENCES LTD SHS Y95308105 14,721,428 2,264,835 SH SOLE 2,055,536 0 209,299
WELLS FARGO CO NEW COM 949746101 197,578,243 2,466,029 SH SOLE 2,466,029 0 0
WELLTOWER INC COM 95040Q104 72,245,721 469,952 SH SOLE 469,952 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 496,089,397 2,267,319 SH SOLE 2,005,077 0 262,242
WILLIAMS COS INC COM 969457100 436,826,780 6,954,733 SH SOLE 6,143,669 0 811,064
WILLIS TOWERS WATSON PLC LTD SHS G96629103 1,096,993,537 3,579,098 SH SOLE 3,515,390 0 63,708
WINGSTOP INC COM 974155103 248,301,637 737,369 SH SOLE 643,898 0 93,471
WNS HLDGS LTD COM SHS G98196101 101,005,473 1,597,177 SH SOLE 1,445,714 0 151,463
XYLEM INC COM 98419M100 482,670,619 3,731,220 SH SOLE 3,323,469 0 407,751
ZOETIS INC CL A 98978V103 115,917,947 743,302 SH SOLE 639,726 0 103,576
ZSCALER INC COM 98980G102 164,000,686 522,395 SH SOLE 491,293 0 31,102