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
ABBOTT LABS COM 002824100 70,245,369 524,454 SH SOLE 524,454 0 0
ADVANCED MICRO DEVICES INC COM 007903107 472,587,134 2,920,991 SH SOLE 2,664,726 0 256,265
AGILENT TECHNOLOGIES INC COM 00846U101 59,099,528 460,456 SH SOLE 460,456 0 0
ALCON AG ORD SHS H01301128 45,422,041 609,610 SH SOLE 609,610 0 0
ALLSTATE CORP COM 020002101 46,906,606 218,526 SH SOLE 218,526 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 16,878,384 37,014 SH SOLE 37,014 0 0
ALPHABET INC CAP STK CL A 02079K305 2,222,058,224 9,140,511 SH SOLE 8,272,699 0 867,812
AMAZON COM INC COM 023135106 2,189,140,127 9,970,124 SH SOLE 9,000,692 0 969,432
APPFOLIO INC COM CL A 03783C100 2,036,576 7,388 SH SOLE 6,810 0 578
APPLE INC COM 037833100 899,060,336 3,530,850 SH SOLE 3,167,650 0 363,200
APPLIED MATLS INC COM 038222105 770,065,017 3,761,185 SH SOLE 3,419,576 0 341,609
APPLOVIN CORP COM CL A 03831W108 16,315,888 22,707 SH SOLE 22,707 0 0
ARCH CAP GROUP LTD ORD G0450A105 225,646 2,487 SH SOLE 2,487 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 65,570,889 410,100 SH SOLE 409,425 0 675
ASML HOLDING N V N Y REGISTRY SHS N07059210 2,073,649 2,142 SH SOLE 1,975 0 167
ASTRAZENECA PLC SPONSORED ADR 046353108 99,199,267 1,293,004 SH SOLE 1,293,004 0 0
ATLASSIAN CORPORATION CL A 049468101 47,256,667 295,909 SH SOLE 295,536 0 373
AUTODESK INC COM 052769106 96,775,942 304,643 SH SOLE 304,643 0 0
AUTOZONE INC COM 053332102 1,076,597,116 250,941 SH SOLE 225,082 0 25,859
BALL CORP COM 058498106 427,050,644 8,469,866 SH SOLE 7,781,472 0 688,394
BANK AMERICA CORP COM 060505104 993,552,567 19,258,627 SH SOLE 17,611,447 0 1,647,180
BANK NEW YORK MELLON CORP COM 064058100 272,983,917 2,505,359 SH SOLE 2,505,359 0 0
BERKLEY W R CORP COM 084423102 65,951,891 860,766 SH SOLE 860,766 0 0
BILL HOLDINGS INC COM 090043100 47,968,837 905,585 SH SOLE 905,585 0 0
BIO RAD LABS INC CL A 090572207 88,414,818 315,328 SH SOLE 315,328 0 0
BLOCK INC CL A 852234103 8,716,846 120,615 SH SOLE 120,615 0 0
BOOKING HOLDINGS INC COM 09857L108 269,964 50 SH SOLE 50 0 0
BOSTON SCIENTIFIC CORP COM 101137107 672,127,878 6,884,440 SH SOLE 6,176,030 0 708,410
BROADCOM INC COM 11135F101 830,776,393 2,518,191 SH SOLE 2,280,361 0 237,830
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 90,593,437 380,373 SH SOLE 380,373 0 0
BROOKFIELD RENEWABLE CORP CL A EX SUB VTG 11285B108 183,721,225 5,337,630 SH SOLE 5,337,630 0 0
BROWN & BROWN INC COM 115236101 641,041,051 6,834,855 SH SOLE 6,194,249 0 640,606
BUILDERS FIRSTSOURCE INC COM 12008R107 15,314,966 126,309 SH SOLE 126,309 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 17,831,363 50,764 SH SOLE 50,764 0 0
CBOE GLOBAL MKTS INC COM 12503M108 84,059,683 342,751 SH SOLE 342,751 0 0
CBRE GROUP INC CL A 12504L109 282,903,392 1,795,528 SH SOLE 1,795,528 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 17,649,412 450,355 SH SOLE 448,411 0 1,944
CITIGROUP INC COM NEW 172967424 105,046,613 1,034,942 SH SOLE 1,034,942 0 0
CLOUDFLARE INC CL A COM 18915M107 27,804,212 129,569 SH SOLE 129,128 0 441
CME GROUP INC COM 12572Q105 93,686,761 346,744 SH SOLE 346,744 0 0
CNH INDL N V SHS N20944109 218,888 20,174 SH SOLE 20,174 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104 260,742 2,884 SH SOLE 2,884 0 0
COMCAST CORP NEW CL A 20030N101 64,266,751 2,045,409 SH SOLE 2,045,409 0 0
COSTAR GROUP INC COM 22160N109 53,741,496 636,974 SH SOLE 636,974 0 0
COSTCO WHSL CORP NEW COM 22160K105 389,170,026 420,438 SH SOLE 405,351 0 15,087
CRH PLC ORD G25508105 310,781 2,592 SH SOLE 2,592 0 0
CUMMINS INC COM 231021106 123,117,054 291,491 SH SOLE 291,491 0 0
D R HORTON INC COM 23331A109 65,811,132 388,335 SH SOLE 388,335 0 0
DANAHER CORPORATION COM 235851102 1,223,483,079 6,171,104 SH SOLE 5,578,154 0 592,950
DATADOG INC CL A COM 23804L103 25,849,160 181,525 SH SOLE 181,036 0 489
DEERE & CO COM 244199105 1,414,457,905 3,093,334 SH SOLE 2,810,732 0 282,602
DOORDASH INC CL A 25809K105 1,782,623 6,554 SH SOLE 6,040 0 514
EDWARDS LIFESCIENCES CORP COM 28176E108 36,934,295 474,917 SH SOLE 474,917 0 0
ELI LILLY & CO COM 532457108 479,377,640 628,280 SH SOLE 563,521 0 64,759
EQUIFAX INC COM 294429105 449,808,681 1,753,435 SH SOLE 1,588,305 0 165,130
FEDEX CORP COM 31428X106 72,521,479 307,542 SH SOLE 307,542 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 679,502,498 3,025,659 SH SOLE 2,751,361 0 274,298
FIDELITY NATL INFORMATION SV COM 31620M106 78,366,327 1,188,449 SH SOLE 1,188,449 0 0
FISERV INC COM 337738108 529,599,056 4,107,648 SH SOLE 3,685,606 0 422,042
FULL TRUCK ALLIANCE CO LTD SPONSORED ADS 35969L108 279,465 21,547 SH SOLE 21,547 0 0
GE VERNOVA INC COM 36828A101 1,766,608 2,873 SH SOLE 2,648 0 225
GRAINGER W W INC COM 384802104 721,202,034 756,802 SH SOLE 680,917 0 75,885
GUIDEWIRE SOFTWARE INC COM 40171V100 51,783,321 225,282 SH SOLE 225,282 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 78,579,706 302,882 SH SOLE 302,882 0 0
HOME DEPOT INC COM 437076102 103,780,910 256,129 SH SOLE 256,129 0 0
HUBBELL INC COM 443510607 60,538,162 140,685 SH SOLE 140,685 0 0
IDEXX LABS INC COM 45168D104 21,004,787 32,877 SH SOLE 32,877 0 0
INSMED INC COM PAR $.01 457669307 1,256,775 8,727 SH SOLE 8,043 0 684
INSULET CORP COM 45784P101 46,525,303 150,699 SH SOLE 150,409 0 290
INTEL CORP COM 458140100 55,193,877 1,645,123 SH SOLE 1,645,123 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 1,094,610,348 6,496,975 SH SOLE 5,832,007 0 664,968
INTUITIVE SURGICAL INC COM NEW 46120E602 1,247,325 2,789 SH SOLE 2,572 0 217
IQVIA HLDGS INC COM 46266C105 37,902,907 199,552 SH SOLE 199,552 0 0
JPMORGAN CHASE & CO. COM 46625H100 165,177,443 523,658 SH SOLE 523,658 0 0
KLA CORP COM NEW 482480100 777,085,999 720,458 SH SOLE 658,168 0 62,290
LAM RESEARCH CORP COM NEW 512807306 93,825,739 700,715 SH SOLE 700,715 0 0
LINDE PLC SHS G54950103 995,972,875 2,096,785 SH SOLE 1,898,897 0 197,888
MARRIOTT INTL INC NEW CL A 571903202 482,990,147 1,854,516 SH SOLE 1,662,856 0 191,660
MARSH & MCLENNAN COS INC COM 571748102 521,298,457 2,586,704 SH SOLE 2,319,419 0 267,285
MASTERCARD INCORPORATED CL A 57636Q104 1,207,617,190 2,123,059 SH SOLE 1,931,943 0 191,116
MERCADOLIBRE INC COM 58733R102 23,388,095 10,008 SH SOLE 9,960 0 48
METTLER TOLEDO INTERNATIONAL COM 592688105 16,615,701 13,535 SH SOLE 13,535 0 0
MICRON TECHNOLOGY INC COM 595112103 59,935,697 358,210 SH SOLE 358,210 0 0
MICROSOFT CORP COM 594918104 2,429,405,628 4,690,425 SH SOLE 4,232,571 0 457,854
MONOLITHIC PWR SYS INC COM 609839105 25,235,663 27,411 SH SOLE 27,411 0 0
MORNINGSTAR INC COM 617700109 9,857,641 42,488 SH SOLE 42,488 0 0
MSCI INC COM 55354G100 12,336,628 21,742 SH SOLE 21,742 0 0
NATERA INC COM 632307104 10,983,949 68,236 SH SOLE 67,663 0 573
NETFLIX INC COM 64110L106 1,647,316 1,374 SH SOLE 1,267 0 107
NICE LTD SPONSORED ADR 653656108 67,888,211 468,906 SH SOLE 468,906 0 0
NOVO-NORDISK A S ADR 670100205 56,249,325 1,013,684 SH SOLE 1,013,684 0 0
NVIDIA CORPORATION COM 67066G104 2,311,043,130 12,386,339 SH SOLE 11,111,083 0 1,275,256
NXP SEMICONDUCTORS N V COM N6596X109 36,682,065 161,077 SH SOLE 161,077 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 24,999,290 177,577 SH SOLE 177,577 0 0
ORACLE CORP COM 68389X105 675,097,496 2,400,432 SH SOLE 2,174,782 0 225,650
OREILLY AUTOMOTIVE INC COM 67103H107 71,841,781 666,374 SH SOLE 666,374 0 0
PENTAIR PLC SHS G7S00T104 47,284,109 426,906 SH SOLE 426,906 0 0
POOL CORP COM 73278L105 59,469,566 191,794 SH SOLE 191,794 0 0
PROCORE TECHNOLOGIES INC COM 74275K108 10,301,627 141,273 SH SOLE 141,273 0 0
PROCTER AND GAMBLE CO COM 742718109 486,981,230 3,169,419 SH SOLE 2,844,003 0 325,416
PROGRESSIVE CORP COM 743315103 110,405,171 447,075 SH SOLE 447,075 0 0
PTC INC COM 69370C100 22,191,710 109,308 SH SOLE 108,686 0 622
REALTY INCOME CORP COM 756109104 1,098,268,796 18,066,603 SH SOLE 16,300,876 0 1,765,727
REGENERON PHARMACEUTICALS COM 75886F107 56,802,202 101,023 SH SOLE 101,023 0 0
RELX PLC SPONSORED ADR 759530108 408,969 8,563 SH SOLE 8,563 0 0
REPUBLIC SVCS INC COM 760759100 77,842,140 339,211 SH SOLE 339,211 0 0
ROBINHOOD MKTS INC COM CL A 770700102 26,607,426 185,832 SH SOLE 185,832 0 0
ROCKWELL AUTOMATION INC COM 773903109 21,028,773 60,163 SH SOLE 60,163 0 0
ROPER TECHNOLOGIES INC COM 776696106 46,597,594 93,440 SH SOLE 93,440 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 19,323,227 59,717 SH SOLE 59,717 0 0
S&P GLOBAL INC COM 78409V104 989,118,344 2,032,254 SH SOLE 1,856,502 0 175,752
SALESFORCE INC COM 79466L302 871,703,301 3,678,073 SH SOLE 3,299,715 0 378,358
SANDISK CORP COM 80004C200 103,814,957 925,267 SH SOLE 925,267 0 0
SAP SE SPON ADR 803054204 326,531 1,222 SH SOLE 1,222 0 0
SCHWAB CHARLES CORP COM 808513105 129,412,545 1,355,531 SH SOLE 1,355,531 0 0
SEA LTD SPONSORD ADS 81141R100 520,104 2,910 SH SOLE 2,910 0 0
SERVICENOW INC COM 81762P102 587,383,435 638,266 SH SOLE 572,473 0 65,793
SHARKNINJA INC COM SHS G8068L108 8,607,558 83,447 SH SOLE 83,447 0 0
SHERWIN WILLIAMS CO COM 824348106 430,421,609 1,243,059 SH SOLE 1,118,583 0 124,476
SPOTIFY TECHNOLOGY S A SHS L8681T102 262,448 376 SH SOLE 376 0 0
STANDARDAERO INC COM 85423L103 31,099,166 1,139,581 SH SOLE 1,136,051 0 3,530
STRYKER CORPORATION COM 863667101 584,639,019 1,581,516 SH SOLE 1,438,029 0 143,487
SYNOPSYS INC COM 871607107 733,648,727 1,486,955 SH SOLE 1,349,607 0 137,348
SYSCO CORP COM 871829107 131,370,670 1,595,466 SH SOLE 1,595,466 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 109,511,005 392,105 SH SOLE 391,421 0 684
TERADYNE INC COM 880770102 31,713,357 230,408 SH SOLE 230,408 0 0
THE CIGNA GROUP COM 125523100 94,298,970 327,143 SH SOLE 327,143 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 1,015,448,058 2,093,621 SH SOLE 1,897,056 0 196,565
TRANE TECHNOLOGIES PLC SHS G8994E103 17,616,408 41,749 SH SOLE 41,749 0 0
TRANSUNION COM 89400J107 81,125,096 968,311 SH SOLE 968,311 0 0
TRUIST FINL CORP COM 89832Q109 64,970,040 1,421,042 SH SOLE 1,421,042 0 0
UNION PAC CORP COM 907818108 115,330,123 487,922 SH SOLE 487,922 0 0
UNITEDHEALTH GROUP INC COM 91324P102 72,139,040 208,917 SH SOLE 208,917 0 0
US FOODS HLDG CORP COM 912008109 67,172,064 876,691 SH SOLE 876,691 0 0
VERISK ANALYTICS INC COM 92345Y106 375,432,749 1,492,715 SH SOLE 1,355,897 0 136,818
VERIZON COMMUNICATIONS INC COM 92343V104 133,639,952 3,040,727 SH SOLE 3,040,727 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 645,592,300 1,648,433 SH SOLE 1,478,010 0 170,423
VISA INC COM CL A 92826C839 93,586,254 274,141 SH SOLE 273,438 0 703
VULCAN MATLS CO COM 929160109 58,638,524 190,620 SH SOLE 190,620 0 0
WALMART INC COM 931142103 72,694,299 705,359 SH SOLE 705,359 0 0
WASTE CONNECTIONS INC COM 94106B101 262,645 1,494 SH SOLE 1,494 0 0
WASTE MGMT INC DEL COM 94106L109 1,239,588,352 5,613,315 SH SOLE 5,037,864 0 575,451
WEST PHARMACEUTICAL SVSC INC COM 955306105 8,805,893 33,568 SH SOLE 33,568 0 0
WESTERN DIGITAL CORP COM 958102105 107,917,132 898,860 SH SOLE 898,860 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103 121,727,598 352,374 SH SOLE 352,374 0 0
WORKDAY INC CL A 98138H101 774,477,759 3,217,205 SH SOLE 2,923,648 0 293,557
XYLEM INC COM 98419M100 71,228,340 482,904 SH SOLE 482,904 0 0