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
1ST SOURCE CORP COM 336901103 3,019,333 48,644 SH SOLE 37,648 0 10,996
3M CO COM 88579Y101 675,793 4,439 SH SOLE 4,439 0 0
ABBOTT LABS COM 002824100 7,555,219 55,549 SH SOLE 55,549 0 0
ABBVIE INC COM 00287Y109 8,784,095 47,323 SH SOLE 47,323 0 0
ABERCROMBIE & FITCH CO CL A 002896207 16,210,928 195,666 SH SOLE 186,989 0 8,677
ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109 116,570 10,006 SH SOLE 10,006 0 0
ADOBE INC COM 00724F101 7,192,486 18,591 SH SOLE 14,866 0 3,725
AEROVIRONMENT INC COM 008073108 6,135,828 21,533 SH SOLE 16,772 0 4,761
AGILYSYS INC COM 00847J105 29,800,209 259,946 SH SOLE 250,171 0 9,775
ALBANY INTL CORP CL A 012348108 3,016,572 43,014 SH SOLE 43,014 0 0
ALPHABET INC CAP STK CL C 02079K107 31,530,008 177,744 SH SOLE 155,444 0 22,300
ALPHABET INC CAP STK CL A 02079K305 6,896,232 39,132 SH SOLE 39,132 0 0
ALPHATEC HLDGS INC COM NEW 02081G201 19,102,478 1,720,944 SH SOLE 1,720,944 0 0
AMAZON COM INC COM 023135106 42,476,537 193,612 SH SOLE 173,547 0 20,065
AMBARELLA INC SHS G037AX101 2,940,817 44,514 SH SOLE 44,514 0 0
AMENTUM HOLDINGS INC COM 023939101 471,563 19,973 SH SOLE 19,973 0 0
AMERISAFE INC COM 03071H100 4,236,650 96,882 SH SOLE 96,882 0 0
AMGEN INC COM 031162100 1,516,110 5,430 SH SOLE 5,430 0 0
AMICUS THERAPEUTICS INC COM 03152W109 12,383,687 2,161,202 SH SOLE 2,161,202 0 0
AMKOR TECHNOLOGY INC COM 031652100 3,201,290 152,515 SH SOLE 118,357 0 34,158
ANALOG DEVICES INC COM 032654105 5,768,177 24,234 SH SOLE 19,340 0 4,894
API GROUP CORP COM STK 00187Y100 4,835,558 142,083 SH SOLE 110,452 0 31,631
APPLE INC COM 037833100 44,809,128 218,400 SH SOLE 205,929 0 12,471
APPLIED INDL TECHNOLOGIES IN COM 03820C105 3,785,913 16,287 SH SOLE 12,664 0 3,623
ARHAUS INC COM CL A 04035M102 4,212,432 485,863 SH SOLE 485,863 0 0
ARLO TECHNOLOGIES INC COM 04206A101 20,186,589 1,190,247 SH SOLE 1,190,247 0 0
ATS CORPORATION COM 00217Y104 4,878,915 153,040 SH SOLE 153,040 0 0
AUTODESK INC COM 052769106 7,959,973 25,713 SH SOLE 20,560 0 5,153
AUTOMATIC DATA PROCESSING IN COM 053015103 11,940,014 38,716 SH SOLE 38,716 0 0
AXSOME THERAPEUTICS INC COM 05464T104 13,416,829 128,526 SH SOLE 128,526 0 0
AZZ INC COM 002474104 3,919,597 41,486 SH SOLE 41,486 0 0
BANK AMERICA CORP COM 060505104 289,835 6,125 SH SOLE 6,125 0 0
BECTON DICKINSON & CO COM 075887109 2,062,694 11,975 SH SOLE 11,975 0 0
BELDEN INC COM 077454106 18,089,002 156,209 SH SOLE 156,209 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,129,932 12,619 SH SOLE 12,619 0 0
BIO-TECHNE CORP COM 09073M104 9,204,456 178,901 SH SOLE 142,159 0 36,742
BLACKLINE INC COM 09239B109 5,398,604 95,348 SH SOLE 95,348 0 0
BLACKROCK CORPOR HI YLD FD I COM 09255P107 524,930 53,839 SH SOLE 53,839 0 0
BLACKROCK INC COM 09290D101 15,108,151 14,399 SH SOLE 13,025 0 1,374
BOEING CO COM 097023105 316,181 1,509 SH SOLE 1,509 0 0
BOSTON SCIENTIFIC CORP COM 101137107 3,677,718 34,240 SH SOLE 27,476 0 6,764
CANADIAN PACIFIC KANSAS CITY COM 13646K108 1,612,035 20,336 SH SOLE 20,336 0 0
CASELLA WASTE SYS INC CL A 147448104 21,110,271 182,963 SH SOLE 173,951 0 9,012
CATERPILLAR INC COM 149123101 1,962,013 5,054 SH SOLE 5,054 0 0
CBIZ INC COM 124805102 31,121,351 433,989 SH SOLE 425,017 0 8,972
CCC INTELLIGENT SOLUTIONS HL COM 12510Q100 7,440,929 790,747 SH SOLE 752,297 0 38,450
CHAMPION HOMES INC COM 830830105 12,757,664 203,764 SH SOLE 198,488 0 5,276
CHART INDS INC COM 16115Q308 11,833,560 71,871 SH SOLE 71,871 0 0
CHEFS WHSE INC COM 163086101 13,170,193 206,397 SH SOLE 206,397 0 0
CHEVRON CORP NEW COM 166764100 2,696,554 18,832 SH SOLE 18,832 0 0
CHUBB LIMITED COM H1467J104 10,892,313 37,596 SH SOLE 33,076 0 4,520
CISCO SYS INC COM 17275R102 1,786,535 25,750 SH SOLE 25,750 0 0
CITIGROUP INC COM NEW 172967424 3,165,272 37,186 SH SOLE 37,186 0 0
CLEARWATER ANALYTICS HLDGS I CL A 185123106 5,786,450 263,860 SH SOLE 240,316 0 23,544
COCA COLA CO COM 191216100 445,088 6,291 SH SOLE 6,291 0 0
COLGATE PALMOLIVE CO COM 194162103 1,087,255 11,961 SH SOLE 11,961 0 0
CONCENTRA GROUP HOLDINGS PAR COMMON STOCK 20603L102 3,855,312 187,424 SH SOLE 187,424 0 0
CORE & MAIN INC CL A 21874C102 3,770,246 62,473 SH SOLE 48,449 0 14,024
COSTCO WHSL CORP NEW COM 22160K105 19,036,546 19,230 SH SOLE 19,230 0 0
CRANE COMPANY COMMON STOCK 224408104 19,068,944 100,421 SH SOLE 96,290 0 4,131
CROWDSTRIKE HLDGS INC CL A 22788C105 14,789,853 29,039 SH SOLE 23,326 0 5,713
CROWN CASTLE INC COM 22822V101 1,308,267 12,735 SH SOLE 12,735 0 0
CUSHMAN WAKEFIELD PLC SHS G2717B108 12,046,839 1,088,242 SH SOLE 1,088,242 0 0
DANAHER CORPORATION COM 235851102 5,680,065 28,754 SH SOLE 28,754 0 0
DEERE & CO COM 244199105 20,258,242 39,840 SH SOLE 36,442 0 3,398
DESCARTES SYS GROUP INC COM 249906108 3,326,333 32,725 SH SOLE 25,423 0 7,302
DISNEY WALT CO COM 254687106 5,124,217 41,321 SH SOLE 41,321 0 0
DONALDSON INC COM 257651109 988,237 14,250 SH SOLE 14,250 0 0
DORMAN PRODS INC COM 258278100 2,277,001 18,562 SH SOLE 18,562 0 0
DOUBLELINE INCOME SOLUTIONS COM 258622109 406,282 33,193 SH SOLE 33,193 0 0
DUTCH BROS INC CL A 26701L100 5,865,326 85,788 SH SOLE 76,113 0 9,675
E L F BEAUTY INC COM 26856L103 20,777,747 166,970 SH SOLE 166,970 0 0
EATON CORP PLC SHS G29183103 34,311,023 96,112 SH SOLE 86,395 0 9,717
ECOLAB INC COM 278865100 9,119,466 33,846 SH SOLE 33,846 0 0
ELI LILLY & CO COM 532457108 21,896,998 28,090 SH SOLE 25,085 0 3,005
EMERSON ELEC CO COM 291011104 1,039,974 7,800 SH SOLE 7,800 0 0
ESAB CORPORATION COM 29605J106 13,665,910 113,363 SH SOLE 109,077 0 4,286
ESCO TECHNOLOGIES INC COM 296315104 4,102,948 21,384 SH SOLE 21,384 0 0
ESTABLISHMENT LABS HLDGS INC COM G31249108 9,938,617 232,700 SH SOLE 232,700 0 0
EVERCORE INC CLASS A 29977A105 17,467,594 64,690 SH SOLE 61,818 0 2,872
EVERUS CONSTR GROUP COM 300426103 17,317,643 272,590 SH SOLE 272,590 0 0
EXPONENT INC COM 30214U102 7,640,368 102,267 SH SOLE 93,866 0 8,401
EXXON MOBIL CORP COM 30231G102 1,655,700 15,359 SH SOLE 15,359 0 0
FIRST AMERN FINL CORP COM 31847R102 3,898,142 63,498 SH SOLE 63,498 0 0
FIRST HAWAIIAN INC COM 32051X108 16,083,475 644,370 SH SOLE 644,370 0 0
FIRST INTST BANCSYSTEM INC COM 32055Y201 5,071,686 175,978 SH SOLE 175,978 0 0
FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 33734X846 5,377,139 71,145 SH SOLE 71,145 0 0
FIRSTCASH HOLDINGS INC COM 33768G107 12,403,960 91,786 SH SOLE 91,786 0 0
FISERV INC COM 337738108 1,455,140 8,440 SH SOLE 8,440 0 0
FLOWSERVE CORP COM 34354P105 2,869,146 54,807 SH SOLE 42,836 0 11,971
FLUOR CORP NEW COM 343412102 3,751,426 73,170 SH SOLE 73,170 0 0
FORTIVE CORP COM 34959J108 618,522 11,865 SH SOLE 11,865 0 0
FREEPORT-MCMORAN INC CL B 35671D857 383,301 8,842 SH SOLE 8,842 0 0
FRESHPET INC COM 358039105 18,130,505 266,782 SH SOLE 260,006 0 6,776
GCM GROSVENOR INC COM CL A 36831E108 3,022,790 261,487 SH SOLE 203,235 0 58,252
GE AEROSPACE COM NEW 369604301 34,465,551 133,904 SH SOLE 119,531 0 14,373
GE VERNOVA INC COM 36828A101 32,532,671 61,481 SH SOLE 57,873 0 3,608
GENERAL MLS INC COM 370334104 506,184 9,770 SH SOLE 9,770 0 0
GENIUS SPORTS LIMITED SHARES CL A G3934V109 12,145,255 1,167,813 SH SOLE 1,167,813 0 0
GITLAB INC CLASS A COM 37637K108 4,032,022 89,382 SH SOLE 89,382 0 0
GLAUKOS CORP COM 377322102 19,891,588 192,580 SH SOLE 185,495 0 7,085
GLOBANT S A COM L44385109 517,061 5,692 SH SOLE 4,436 0 1,256
GLOBUS MED INC CL A 379577208 3,267,760 55,367 SH SOLE 43,046 0 12,321
GRAINGER W W INC COM 384802104 4,092,304 3,934 SH SOLE 3,934 0 0
GRAND CANYON ED INC COM 38526M106 2,185,974 11,566 SH SOLE 8,958 0 2,608
GROCERY OUTLET HLDG CORP COM 39874R101 9,381,422 755,348 SH SOLE 755,348 0 0
GUARDANT HEALTH INC COM 40131M109 20,132,507 386,866 SH SOLE 374,945 0 11,921
HALOZYME THERAPEUTICS INC COM 40637H109 4,522,359 86,935 SH SOLE 78,473 0 8,462
HAYWARD HLDGS INC COM 421298100 19,745,620 1,430,842 SH SOLE 1,430,842 0 0
HELIOS TECHNOLOGIES INC COM 42328H109 4,267,856 127,895 SH SOLE 127,895 0 0
HF FOODS GROUP INC COM 40417F109 36,704 11,542 SH SOLE 11,542 0 0
HOME DEPOT INC COM 437076102 5,814,910 15,860 SH SOLE 15,860 0 0
HONEYWELL INTL INC COM 438516106 917,780 3,941 SH SOLE 3,941 0 0
HUBBELL INC COM 443510607 22,316,339 54,642 SH SOLE 49,086 0 5,556
ICU MED INC COM 44930G107 11,860,727 89,752 SH SOLE 89,752 0 0
IDEXX LABS INC COM 45168D104 2,057,400 3,836 SH SOLE 3,836 0 0
ILLINOIS TOOL WKS INC COM 452308109 469,775 1,900 SH SOLE 1,900 0 0
IMPINJ INC COM 453204109 12,159,944 109,480 SH SOLE 109,480 0 0
INSPIRE MED SYS INC COM 457730109 1,529,339 11,785 SH SOLE 9,142 0 2,643
INTERNATIONAL BUSINESS MACHS COM 459200101 1,776,934 6,028 SH SOLE 6,028 0 0
INTERPARFUMS INC COM 458334109 17,113,107 130,326 SH SOLE 124,485 0 5,841
INTUIT COM 461202103 7,487,998 9,507 SH SOLE 8,356 0 1,151
INTUITIVE SURGICAL INC COM NEW 46120E602 432,554 796 SH SOLE 796 0 0
IONIS PHARMACEUTICALS INC COM 462222100 1,706,081 43,181 SH SOLE 33,503 0 9,678
ISHARES TR TIPS BD ETF 464287176 1,981 18 SH SOLE 18 0 0
ISHARES TR IBOXX INV CP ETF 464287242 9,317 85 SH SOLE 85 0 0
ISHARES TR MSCI EAFE ETF 464287465 84,921 950 SH SOLE 950 0 0
ISHARES TR CORE S&P MCP ETF 464287507 282,501 4,555 SH SOLE 4,555 0 0
ISHARES TR RUS 1000 VAL ETF 464287598 5,633 29 SH SOLE 29 0 0
ISHARES TR RUS 1000 GRW ETF 464287614 119,732 282 SH SOLE 282 0 0
ISHARES TR RUS 2000 GRW ETF 464287648 8,576 30 SH SOLE 30 0 0
ISHARES TR CORE S&P SCP ETF 464287804 138,798 1,270 SH SOLE 1,270 0 0
ISHARES TR SP SMCP600VL ETF 464287879 47,755 480 SH SOLE 480 0 0
ISHARES TR MRGSTR MD CP GRW 464288307 177,228 2,209 SH SOLE 2,209 0 0
ISHARES TR ISHS 1-5YR INVS 464288646 25,114 476 SH SOLE 476 0 0
JACOBS SOLUTIONS INC COM 46982L108 4,863,781 37,001 SH SOLE 37,001 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 1,961,522 18,484 SH SOLE 14,348 0 4,136
JBT MAREL CORPORATION COM 477839104 3,801,539 31,611 SH SOLE 31,611 0 0
JFROG LTD ORD SHS M6191J100 5,630,813 128,323 SH SOLE 128,323 0 0
JOHNSON & JOHNSON COM 478160104 6,780,573 44,390 SH SOLE 44,390 0 0
JONES LANG LASALLE INC COM 48020Q107 4,119,593 16,106 SH SOLE 12,489 0 3,617
JPMORGAN CHASE & CO. COM 46625H100 19,322,791 66,651 SH SOLE 62,199 0 4,452
KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207 22,160,041 477,073 SH SOLE 477,073 0 0
KURA SUSHI USA INC CL A COM 501270102 15,896,996 184,677 SH SOLE 184,677 0 0
LANTHEUS HLDGS INC COM 516544103 3,926,988 47,972 SH SOLE 47,972 0 0
LIGAND PHARMACEUTICALS INC COM NEW 53220K504 14,148,840 124,462 SH SOLE 124,462 0 0
LIMBACH HLDGS INC COM 53263P105 18,680,654 133,338 SH SOLE 133,338 0 0
LINDE PLC SHS G54950103 5,942,165 12,665 SH SOLE 12,665 0 0
LITTELFUSE INC COM 537008104 3,081,261 13,590 SH SOLE 13,590 0 0
LOCKHEED MARTIN CORP COM 539830109 430,720 930 SH SOLE 930 0 0
LOUISIANA PAC CORP COM 546347105 14,143,979 164,484 SH SOLE 164,484 0 0
LOWES COS INC COM 548661107 1,331,220 6,000 SH SOLE 6,000 0 0
MAMAS CREATIONS INC COM 56146T103 126,948 15,295 SH SOLE 15,295 0 0
MARRIOTT INTL INC NEW CL A 571903202 1,598,005 5,849 SH SOLE 5,849 0 0
MASTERCARD INCORPORATED CL A 57636Q104 760,305 1,353 SH SOLE 1,353 0 0
MCDONALDS CORP COM 580135101 1,665,661 5,701 SH SOLE 5,701 0 0
MERCK & CO INC COM 58933Y105 532,351 6,725 SH SOLE 6,725 0 0
META PLATFORMS INC CL A 30303M102 21,821,631 29,565 SH SOLE 22,884 0 6,681
METHANEX CORP COM 59151K108 7,947,773 240,114 SH SOLE 240,114 0 0
MGM RESORTS INTERNATIONAL COM 552953101 395,485 11,500 SH SOLE 11,500 0 0
MICROSOFT CORP COM 594918104 77,800,893 156,412 SH SOLE 146,597 0 9,815
MONDELEZ INTL INC CL A 609207105 2,341,787 34,724 SH SOLE 34,724 0 0
MONTROSE ENVIRONMENTAL GROUP COM 615111101 1,811,091 82,736 SH SOLE 82,736 0 0
MP MATERIALS CORP COM CL A 553368101 14,816,362 445,337 SH SOLE 445,337 0 0
NAPCO SEC TECHNOLOGIES INC COM 630402105 10,307,477 347,170 SH SOLE 347,170 0 0
NCINO INC COM 63947X101 13,130,656 469,455 SH SOLE 469,455 0 0
NETFLIX INC COM 64110L106 1,941,738 1,450 SH SOLE 1,450 0 0
NEW YORK TIMES CO CL A 650111107 4,474,761 79,935 SH SOLE 62,184 0 17,751
NEXTDOOR HOLDINGS INC COM CL A 65345M108 22,357 13,468 SH SOLE 13,468 0 0
NEXTERA ENERGY INC COM 65339F101 222,144 3,200 SH SOLE 3,200 0 0
NIKE INC CL B 654106103 3,417,948 48,113 SH SOLE 48,113 0 0
NOVOCURE LTD ORD SHS G6674U108 10,752,001 604,045 SH SOLE 604,045 0 0
NUCOR CORP COM 670346105 1,043,445 8,055 SH SOLE 8,055 0 0
NVENT ELECTRIC PLC SHS G6700G107 4,312,521 58,874 SH SOLE 48,760 0 10,114
NVIDIA CORPORATION COM 67066G104 44,531,693 281,864 SH SOLE 241,071 0 40,793
OLD DOMINION FREIGHT LINE IN COM 679580100 13,591,651 83,744 SH SOLE 75,022 0 8,722
ONE STOP SYS INC COM 68247W109 39,291 11,068 SH SOLE 11,068 0 0
ORACLE CORP COM 68389X105 6,972,548 31,892 SH SOLE 31,892 0 0
OUTFRONT MEDIA INC COM NEW 69007J304 6,042,039 370,223 SH SOLE 370,223 0 0
PACCAR INC COM 693718108 11,975,944 125,983 SH SOLE 110,303 0 15,680
PALO ALTO NETWORKS INC COM 697435105 775,790 3,791 SH SOLE 3,791 0 0
PAYCHEX INC COM 704326107 1,061,567 7,298 SH SOLE 7,298 0 0
PAYLOCITY HLDG CORP COM 70438V106 3,022,068 16,679 SH SOLE 12,941 0 3,738
PEPSICO INC COM 713448108 5,956,192 45,109 SH SOLE 45,109 0 0
PHILIP MORRIS INTL INC COM 718172109 1,165,450 6,399 SH SOLE 6,399 0 0
PHILLIPS EDISON & CO INC COMMON STOCK 71844V201 7,774,173 221,929 SH SOLE 221,929 0 0
POTLATCHDELTIC CORPORATION COM 737630103 3,457,290 90,104 SH SOLE 90,104 0 0
POWELL INDS INC COM 739128106 8,979,691 42,669 SH SOLE 42,669 0 0
POWER INTEGRATIONS INC COM 739276103 12,323,323 220,453 SH SOLE 220,453 0 0
PRIMERICA INC COM 74164M108 2,484,103 9,077 SH SOLE 7,044 0 2,033
PROCEPT BIOROBOTICS CORP COM 74276L105 8,158,579 141,642 SH SOLE 141,642 0 0
PROCORE TECHNOLOGIES INC COM 74275K108 3,308,107 48,350 SH SOLE 37,604 0 10,746
PROCTER AND GAMBLE CO COM 742718109 2,028,781 12,734 SH SOLE 12,734 0 0
RANPAK HOLDINGS CORP COM CL A 75321W103 104,540 29,283 SH SOLE 29,283 0 0
REGAL REXNORD CORPORATION COM 758750103 1,308,554 9,027 SH SOLE 9,027 0 0
REPLIGEN CORP COM 759916109 3,223,432 25,916 SH SOLE 20,236 0 5,680
ROCKWELL AUTOMATION INC COM 773903109 23,192,442 69,821 SH SOLE 61,277 0 8,544
RTX CORPORATION COM 75513E101 1,813,860 12,422 SH SOLE 12,422 0 0
RUSH ENTERPRISES INC CL A 781846209 12,055,606 234,044 SH SOLE 234,044 0 0
S&P GLOBAL INC COM 78409V104 24,382,944 46,242 SH SOLE 41,560 0 4,682
SAIA INC COM 78709Y105 14,149,118 51,641 SH SOLE 49,342 0 2,299
SALESFORCE INC COM 79466L302 1,387,992 5,090 SH SOLE 5,090 0 0
SCHWAB CHARLES CORP COM 808513105 1,167,051 12,791 SH SOLE 12,791 0 0
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 4,406,596 184,918 SH SOLE 184,918 0 0
SCHWAB STRATEGIC TR US SML CAP ETF 808524607 307,850 12,168 SH SOLE 12,168 0 0
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 716,548 32,423 SH SOLE 32,423 0 0
SCHWAB STRATEGIC TR US AGGREGATE B 808524839 87,847 3,780 SH SOLE 3,780 0 0
SERVICENOW INC COM 81762P102 3,818,289 3,714 SH SOLE 2,995 0 719
SHELL PLC SPON ADS 780259305 327,759 4,655 SH SOLE 4,655 0 0
SHERWIN WILLIAMS CO COM 824348106 18,523,585 53,948 SH SOLE 47,099 0 6,849
SHIFT4 PMTS INC CL A 82452J109 3,057,742 30,852 SH SOLE 23,918 0 6,934
SILICON LABORATORIES INC COM 826919102 3,882,641 26,348 SH SOLE 26,348 0 0
SIMPSON MFG INC COM 829073105 2,380,902 15,330 SH SOLE 15,330 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 15,514,425 128,282 SH SOLE 122,802 0 5,480
SITIME CORP COM 82982T106 8,667,881 40,679 SH SOLE 40,679 0 0
SPORTRADAR GROUP AG CLASS A ORD SHS H8088L103 3,923,197 139,715 SH SOLE 108,344 0 31,371
SPX TECHNOLOGIES INC COM 78473E103 3,364,332 20,064 SH SOLE 15,576 0 4,488
STRYKER CORPORATION COM 863667101 24,189,609 61,142 SH SOLE 54,965 0 6,177
SUNLINK HEALTH SYS INC COM 86737U102 65,564 74,505 SH SOLE 74,505 0 0
SYSCO CORP COM 871829107 454,440 6,000 SH SOLE 6,000 0 0
TALKSPACE INC COM 87427V103 60,418 21,733 SH SOLE 21,733 0 0
TERRENO RLTY CORP COM 88146M101 12,536,803 223,592 SH SOLE 223,592 0 0
TESLA INC COM 88160R101 261,752 824 SH SOLE 824 0 0
THE BALDWIN INSURANCE GRP IN COM CL A 05589G102 14,772,832 345,079 SH SOLE 345,079 0 0
THE TRADE DESK INC COM CL A 88339J105 6,526,901 90,664 SH SOLE 73,141 0 17,523
THERMO FISHER SCIENTIFIC INC COM 883556102 4,499,795 11,098 SH SOLE 11,098 0 0
TIMKEN CO COM 887389104 1,732,639 23,882 SH SOLE 18,371 0 5,511
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 20,988,813 484,171 SH SOLE 466,542 0 17,629
TRAVELERS COMPANIES INC COM 89417E109 2,806,495 10,490 SH SOLE 10,490 0 0
TREX CO INC COM 89531P105 2,667,067 49,045 SH SOLE 38,094 0 10,951
TRINITY INDS INC COM 896522109 19,625,034 726,584 SH SOLE 700,958 0 25,626
UFP INDUSTRIES INC COM 90278Q108 2,600,748 26,175 SH SOLE 20,370 0 5,805
UL SOLUTIONS INC CLASS A COM SHS 903731107 3,155,567 43,310 SH SOLE 33,577 0 9,733
UNION PAC CORP COM 907818108 1,223,796 5,319 SH SOLE 5,319 0 0
UNITED PARCEL SERVICE INC CL B 911312106 284,853 2,822 SH SOLE 2,822 0 0
UNITEDHEALTH GROUP INC COM 91324P102 3,947,980 12,655 SH SOLE 12,655 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 362,300 2,000 SH SOLE 2,000 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1,450,959 29,336 SH SOLE 29,336 0 0
VERACYTE INC COM 92337F107 17,197,108 636,223 SH SOLE 636,223 0 0
VERALTO CORP COM SHS 92338C103 932,475 9,237 SH SOLE 9,237 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 1,459,367 33,727 SH SOLE 33,727 0 0
VERRA MOBILITY CORP CL A COM STK 92511U102 2,051,004 80,780 SH SOLE 80,780 0 0
VIANT TECHNOLOGY INC COM CL A 92557A101 7,238,768 547,148 SH SOLE 547,148 0 0
VISA INC COM CL A 92826C839 30,711,825 86,500 SH SOLE 75,093 0 11,407
VITAL FARMS INC COM 92847W103 2,260,623 58,687 SH SOLE 58,687 0 0
VSE CORP COM 918284100 12,052,518 92,018 SH SOLE 92,018 0 0
WALMART INC COM 931142103 391,218 4,001 SH SOLE 4,001 0 0
WELLS FARGO CO NEW COM 949746101 2,450,630 30,587 SH SOLE 30,587 0 0
WESCO INTL INC COM 95082P105 8,746,255 47,226 SH SOLE 47,226 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104 1,889,936 73,567 SH SOLE 73,567 0 0
WINGSTOP INC COM 974155103 23,478,523 69,723 SH SOLE 67,769 0 1,954
WINTRUST FINL CORP COM 97650W108 33,967,916 273,979 SH SOLE 268,155 0 5,824
ZETA GLOBAL HOLDINGS CORP CL A 98956A105 17,789,738 1,148,466 SH SOLE 1,148,466 0 0
ZOETIS INC CL A 98978V103 8,473,699 54,336 SH SOLE 45,330 0 9,006
ZURN ELKAY WATER SOLNS CORP COM 98983L108 2,260,611 61,816 SH SOLE 61,816 0 0