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
ABBVIE INC COM 00287Y109 95,916,495 419,784 SH SOLE 334,230 0 85,554
ABIVAX SA SPONSORED ADS 00370M103 136,198,965 1,009,966 SH SOLE 912,910 0 97,056
ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109 65,942,211 4,060,481 SH SOLE 3,683,574 0 376,907
ADMA BIOLOGICS INC COM 000899104 127,550,624 6,992,907 SH SOLE 6,367,657 0 625,250
ADVANCED MICRO DEVICES INC COM 007903107 53,637,377 250,455 SH SOLE 190,823 0 59,632
AFFIRM HLDGS INC COM CL A 00827B106 63,402,005 851,834 SH SOLE 741,454 0 110,380
ALKAMI TECHNOLOGY INC COM 01644J108 95,010,450 4,118,355 SH SOLE 3,790,313 0 328,042
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 37,158,099 93,444 SH SOLE 71,934 0 21,510
ALPHABET INC CAP STK CL A 02079K305 681,863,695 2,178,478 SH SOLE 1,524,854 0 653,624
ALPHABET INC CAP STK CL C 02079K107 14,378,316 45,820 SH SOLE 42,998 0 2,822
AMAZON COM INC COM 023135106 537,988,375 2,330,770 SH SOLE 1,665,207 0 665,563
AMETEK INC COM 031100100 184,823,313 900,216 SH SOLE 740,392 0 159,824
API GROUP CORP COM STK 00187Y100 132,125,362 3,453,355 SH SOLE 2,655,035 0 798,320
APPLE INC COM 037833100 890,156,149 3,274,318 SH SOLE 2,435,956 0 838,362
APPLIED DIGITAL CORP COM NEW 038169207 25,363,414 1,034,397 SH SOLE 980,957 0 53,440
APPLIED INDL TECHNOLOGIES IN COM 03820C105 73,253,913 285,290 SH SOLE 270,327 0 14,963
APPLIED MATLS INC COM 038222105 240,543 936 SH SOLE 936 0 0
APPLOVIN CORP COM CL A 03831W108 865,196 1,284 SH SOLE 1,284 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 186,068,483 1,151,200 SH SOLE 756,264 0 394,936
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101 1,105,797,733 5,185,696 SH SOLE 4,244,766 0 940,930
ASTERA LABS INC COM 04626A103 32,489,110 195,294 SH SOLE 170,017 0 25,277
ATLASSIAN CORPORATION CL A 049468101 131,692,460 812,215 SH SOLE 561,605 0 250,610
AUTOZONE INC COM 053332102 173,379,435 51,122 SH SOLE 36,243 0 14,879
AVIDITY BIOSCIENCES INC COM 05370A108 33,982,391 471,127 SH SOLE 444,613 0 26,514
AVIENT CORPORATION COM 05368V106 49,188,317 1,574,530 SH SOLE 1,492,550 0 81,980
AXON ENTERPRISE INC COM 05464C101 472,050,610 831,177 SH SOLE 608,163 0 223,014
BANCO BILBAO VIZCAYA ARGENTA SPONSORED ADR 05946K101 6,219,481 266,816 SH SOLE 201,081 0 65,735
BANK AMERICA CORP COM 060505104 210,298,513 3,823,609 SH SOLE 2,416,900 0 1,406,709
BEAM THERAPEUTICS INC COM 07373V105 223,784 8,073 SH SOLE 4,915 0 3,158
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,181,228 2,350 SH SOLE 2,350 0 0
BICYCLE THERAPEUTICS PLC SPONSORED ADS 088786108 21,353,464 3,016,026 SH SOLE 2,801,276 0 214,750
BIO RAD LABS INC CL A 090572207 50,025,770 165,107 SH SOLE 157,838 0 7,269
BIO-TECHNE CORP COM 09073M104 58,476,547 994,330 SH SOLE 861,806 0 132,524
BIRKENSTOCK HOLDING PLC COM SHS M2029K104 79,951,361 1,954,801 SH SOLE 1,869,051 0 85,750
BLOOM ENERGY CORP COM CL A 093712107 99,514,769 1,145,296 SH SOLE 1,044,091 0 101,205
BLUE OWL CAPITAL INC COM CL A 09581B103 66,088,704 4,423,608 SH SOLE 3,850,891 0 572,717
BOOKING HOLDINGS INC COM 09857L108 1,124,619 210 SH SOLE 210 0 0
BOSTON SCIENTIFIC CORP COM 101137107 826,875 8,672 SH SOLE 5,359 0 3,313
BRAZE INC COM CL A 10576N102 75,001,660 2,187,275 SH SOLE 2,073,514 0 113,761
BROADCOM INC COM 11135F101 384,973,115 1,112,318 SH SOLE 777,692 0 334,626
BUILDERS FIRSTSOURCE INC COM 12008R107 48,944,464 475,697 SH SOLE 413,917 0 61,780
BURLINGTON STORES INC COM 122017106 87,321,512 302,307 SH SOLE 240,344 0 61,963
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 89,458,439 556,472 SH SOLE 484,102 0 72,370
CALIX INC COM 13100M509 60,620,306 1,145,292 SH SOLE 1,085,957 0 59,335
CARDINAL HEALTH INC COM 14149Y108 3,664,271 17,831 SH SOLE 13,451 0 4,380
CASELLA WASTE SYS INC CL A 147448104 163,092,234 1,665,226 SH SOLE 1,525,302 0 139,924
CELSIUS HLDGS INC COM NEW 15118V207 70,632,394 1,544,215 SH SOLE 1,344,035 0 200,180
CENCORA INC COM 03073E105 107,814,916 319,215 SH SOLE 251,012 0 68,203
CHURCHILL DOWNS INC COM 171484108 492,667 4,330 SH SOLE 4,330 0 0
CIDARA THERAPEUTICS INC COM NEW 171757206 311,676 1,411 SH SOLE 903 0 508
CIENA CORP COM NEW 171779309 7,425,373 31,750 SH SOLE 31,750 0 0
CINTAS CORP COM 172908105 7,949,907 42,271 SH SOLE 31,931 0 10,340
CITIGROUP INC COM NEW 172967424 5,104,487 43,744 SH SOLE 33,264 0 10,480
CLEAN HARBORS INC COM 184496107 57,586,881 245,594 SH SOLE 213,674 0 31,920
CLOUDFLARE INC CL A COM 18915M107 102,414,407 519,475 SH SOLE 410,488 0 108,987
CME GROUP INC COM 12572Q105 5,949,048 21,785 SH SOLE 16,425 0 5,360
COCA COLA CO COM 191216100 9,274,960 132,670 SH SOLE 100,017 0 32,653
COHERENT CORP COM 19247G107 122,761,747 665,123 SH SOLE 432,139 0 232,984
COMERICA INC COM 200340107 744,121 8,560 SH SOLE 8,560 0 0
COMFORT SYS USA INC COM 199908104 624,217,111 668,835 SH SOLE 546,914 0 121,921
COMMVAULT SYS INC COM 204166102 132,515,173 1,057,077 SH SOLE 965,782 0 91,295
CORE SCIENTIFIC INC NEW COM 21874A106 20,269,442 1,392,132 SH SOLE 1,211,612 0 180,520
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105 67,727,152 470,687 SH SOLE 445,147 0 25,540
CSX CORP COM 126408103 61,824,637 1,705,507 SH SOLE 1,348,467 0 357,040
CUMMINS INC COM 231021106 7,796,613 15,274 SH SOLE 11,524 0 3,750
DANAHER CORPORATION COM 235851102 73,594,775 321,487 SH SOLE 269,358 0 52,129
DESCARTES SYS GROUP INC COM 249906108 104,654,557 1,193,869 SH SOLE 1,079,924 0 113,945
DEXCOM INC COM 252131107 95,552,169 1,439,689 SH SOLE 1,199,599 0 240,090
DIAMONDBACK ENERGY INC COM 25278X109 53,315,341 354,655 SH SOLE 312,058 0 42,597
DOMINION ENERGY INC COM 25746U109 2,677,211 45,694 SH SOLE 45,694 0 0
DOORDASH INC CL A 25809K105 96,272,126 425,080 SH SOLE 335,921 0 89,159
DORMAN PRODS INC COM 258278100 56,939,896 462,212 SH SOLE 438,167 0 24,045
DRAFTKINGS INC NEW COM CL A 26142V105 82,120,057 2,383,054 SH SOLE 1,889,478 0 493,576
DUTCH BROS INC CL A 26701L100 108,948,092 1,779,616 SH SOLE 1,602,774 0 176,842
DYNATRACE INC COM NEW 268150109 145,479,725 3,356,708 SH SOLE 3,063,073 0 293,635
EAST WEST BANCORP INC COM 27579R104 98,245,943 874,152 SH SOLE 838,817 0 35,335
ELI LILLY & CO COM 532457108 298,276,527 277,549 SH SOLE 201,516 0 76,033
EQT CORP COM 26884L109 570,304 10,640 SH SOLE 10,640 0 0
EXPEDIA GROUP INC COM NEW 30212P303 4,696,430 16,577 SH SOLE 12,487 0 4,090
F N B CORP COM 302520101 49,643,232 2,903,113 SH SOLE 2,752,638 0 150,475
F5 INC COM 315616102 71,804,383 281,299 SH SOLE 246,949 0 34,350
FABRINET SHS G3323L100 86,580,676 190,170 SH SOLE 179,785 0 10,385
FAIR ISAAC CORP COM 303250104 75,389,529 44,593 SH SOLE 35,926 0 8,667
FIFTH THIRD BANCORP COM 316773100 175,393,613 3,746,926 SH SOLE 2,733,324 0 1,013,602
FIRST CTZNS BANCSHARES INC D CL A 31946M103 6,835,583 3,185 SH SOLE 3,185 0 0
FIRSTCASH HOLDINGS INC COM 33768G107 85,704,045 537,734 SH SOLE 503,849 0 33,885
FORMFACTOR INC COM 346375108 25,078,911 449,604 SH SOLE 426,109 0 23,495
FTAI AVIATION LTD SHS G3730V105 462,720,531 2,350,625 SH SOLE 1,932,961 0 417,664
GALLAGHER ARTHUR J & CO COM 363576109 67,153,723 259,491 SH SOLE 221,659 0 37,832
GARMIN LTD SHS H2906T109 68,105,623 335,744 SH SOLE 268,317 0 67,427
GARTNER INC COM 366651107 3,625,264 14,370 SH SOLE 14,370 0 0
GE VERNOVA INC COM 36828A101 116,292,243 177,934 SH SOLE 103,174 0 74,760
GENEDX HOLDINGS CORP COM CL A 81663L200 132,435,026 1,018,261 SH SOLE 943,605 0 74,656
GENIUS SPORTS LIMITED SHARES CL A G3934V109 65,582,257 5,951,203 SH SOLE 5,635,305 0 315,898
GILEAD SCIENCES INC COM 375558103 5,095,551 41,515 SH SOLE 30,733 0 10,782
GLOBE LIFE INC COM 37959E102 85,148,586 608,813 SH SOLE 532,663 0 76,150
GOLDMAN SACHS GROUP INC COM 38141G104 6,178,491 7,029 SH SOLE 5,281 0 1,748
GUARDANT HEALTH INC COM 40131M109 55,072,867 539,190 SH SOLE 509,158 0 30,032
HALLIBURTON CO COM 406216101 3,868,257 136,881 SH SOLE 104,121 0 32,760
HAMILTON LANE INC CL A 407497106 48,819,939 363,487 SH SOLE 344,967 0 18,520
HEALTHEQUITY INC COM 42226A107 178,864,128 1,952,452 SH SOLE 1,774,207 0 178,245
HEICO CORP NEW CL A 422806208 104,011,510 412,041 SH SOLE 361,071 0 50,970
HERSHEY CO COM 427866108 5,277,420 29,000 SH SOLE 21,790 0 7,210
HILTON WORLDWIDE HLDGS INC COM 43300A203 102,755,321 357,721 SH SOLE 282,619 0 75,102
HOME DEPOT INC COM 437076102 7,001,403 20,347 SH SOLE 16,272 0 4,075
HOULIHAN LOKEY INC CL A 441593100 90,579,148 520,002 SH SOLE 491,647 0 28,355
HOWMET AEROSPACE INC COM 443201108 454,964,962 2,219,125 SH SOLE 1,554,419 0 664,706
HUBSPOT INC COM 443573100 141,319,255 352,154 SH SOLE 299,651 0 52,503
HUNT J B TRANS SVCS INC COM 445658107 61,832,227 318,165 SH SOLE 250,748 0 67,417
ICON PLC SHS G4705A100 461,702 2,534 SH SOLE 969 0 1,565
IDEX CORP COM 45167R104 71,531,524 401,998 SH SOLE 349,904 0 52,094
IDEXX LABS INC COM 45168D104 99,752,238 147,447 SH SOLE 97,071 0 50,376
IMAX CORP COM 45245E109 86,726,123 2,346,486 SH SOLE 2,223,461 0 123,025
INSMED INC COM PAR $.01 457669307 75,275,955 432,521 SH SOLE 375,279 0 57,242
INSULET CORP COM 45784P101 109,849,805 386,468 SH SOLE 259,724 0 126,744
INTERNATIONAL BUSINESS MACHS COM 459200101 983,417 3,320 SH SOLE 3,320 0 0
IONIS PHARMACEUTICALS INC COM 462222100 249,750 3,157 SH SOLE 1,921 0 1,236
IONQ INC COM 46222L108 50,015,019 1,114,665 SH SOLE 1,008,670 0 105,995
IRHYTHM TECHNOLOGIES INC COM 450056106 57,679,179 325,063 SH SOLE 307,610 0 17,453
ISHARES SILVER TR ISHARES 46428Q109 1,079,679 16,760 SH SOLE 16,760 0 0
ISHARES TR CORE S&P US GWT 464287671 11,173,384 66,532 SH SOLE 66,532 0 0
ISHARES TR RUS 1000 GRW ETF 464287614 6,180,501 13,058 SH SOLE 13,058 0 0
ISHARES TR RUS MD CP GR ETF 464287481 2,503,286 18,280 SH SOLE 18,122 0 158
ITT INC COM 45073V108 101,927,755 587,446 SH SOLE 551,603 0 35,843
JABIL INC COM 466313103 74,884,504 328,412 SH SOLE 285,728 0 42,684
JOHNSON & JOHNSON COM 478160104 6,888,952 33,288 SH SOLE 25,058 0 8,230
KARMAN HLDGS INC COMMON STOCK 485924104 61,241,900 836,981 SH SOLE 800,441 0 36,540
KEYCORP COM 493267108 83,391,730 4,040,297 SH SOLE 3,496,439 0 543,858
KKR & CO INC COM 48251W104 69,667,650 546,499 SH SOLE 414,629 0 131,870
KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207 94,552,509 1,245,587 SH SOLE 1,153,347 0 92,240
LATTICE SEMICONDUCTOR CORP COM 518415104 49,897,983 678,146 SH SOLE 641,391 0 36,755
LEGENCE CORP CL A 52476L109 69,437,551 1,613,326 SH SOLE 1,529,711 0 83,615
LEGEND BIOTECH CORP SPONSORED ADS 52490G102 134,020,083 6,164,677 SH SOLE 5,421,292 0 743,385
LINCOLN ELEC HLDGS INC COM 533900106 80,932,419 337,725 SH SOLE 293,935 0 43,790
LIVE NATION ENTERTAINMENT IN COM 538034109 110,470,889 775,234 SH SOLE 612,970 0 162,264
LPL FINL HLDGS INC COM 50212V100 223,431,883 625,562 SH SOLE 524,249 0 101,313
M & T BK CORP COM 55261F104 5,986,374 29,712 SH SOLE 22,292 0 7,420
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 39,581,684 231,093 SH SOLE 201,190 0 29,903
MARVELL TECHNOLOGY INC COM 573874104 165,524,653 1,947,807 SH SOLE 1,407,482 0 540,325
MASIMO CORP COM 574795100 197,957,646 1,522,049 SH SOLE 1,334,079 0 187,970
MCDONALDS CORP COM 580135101 5,427,072 17,757 SH SOLE 13,502 0 4,255
MCKESSON CORP COM 58155Q103 5,610,784 6,840 SH SOLE 5,155 0 1,685
MEDTRONIC PLC SHS G5960L103 5,760,718 59,970 SH SOLE 45,085 0 14,885
MERCADOLIBRE INC COM 58733R102 630,463 313 SH SOLE 313 0 0
MERCK & CO INC COM 58933Y105 5,636,884 53,552 SH SOLE 39,838 0 13,714
META PLATFORMS INC CL A 30303M102 432,545,694 655,283 SH SOLE 471,352 0 183,931
MICROSOFT CORP COM 594918104 784,054,129 1,621,219 SH SOLE 1,159,629 0 461,590
MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104 8,099,876 510,711 SH SOLE 384,896 0 125,815
MKS INC. COM 55306N104 134,195,725 839,773 SH SOLE 759,023 0 80,750
MONDAY COM LTD SHS M7S64H106 2,059,212 13,955 SH SOLE 13,955 0 0
MONGODB INC CL A 60937P106 66,952,601 159,529 SH SOLE 124,797 0 34,732
MOODYS CORP COM 615369105 60,444,231 118,321 SH SOLE 93,738 0 24,583
MSCI INC COM 55354G100 119,216,459 207,792 SH SOLE 168,166 0 39,626
MUELLER INDS INC COM 624756102 14,341,620 124,927 SH SOLE 94,192 0 30,735
NATERA INC COM 632307104 163,728,859 714,692 SH SOLE 591,212 0 123,480
NETFLIX INC COM 64110L106 149,786,032 1,597,547 SH SOLE 1,199,777 0 397,770
NEXTERA ENERGY INC COM 65339F101 6,737,579 83,926 SH SOLE 83,926 0 0
NEXTPOWER INC CLASS A COM 65290E101 94,976,033 1,090,300 SH SOLE 1,031,370 0 58,930
NIQ GLOBAL INTELLIGENCE PLC ORDINARY SHARES G63755105 39,389,003 2,388,660 SH SOLE 2,264,460 0 124,200
NVIDIA CORPORATION COM 67066G104 1,109,870,719 5,951,049 SH SOLE 4,279,199 0 1,671,850
ONTO INNOVATION INC COM 683344105 76,259,325 483,082 SH SOLE 464,846 0 18,236
OPTION CARE HEALTH INC COM NEW 68404L201 88,102,617 2,765,305 SH SOLE 2,522,000 0 243,305
ORACLE CORP COM 68389X105 92,464,723 474,397 SH SOLE 369,895 0 104,502
OREILLY AUTOMOTIVE INC COM 67103H107 86,895,993 952,702 SH SOLE 675,812 0 276,890
PACKAGING CORP AMER COM 695156109 58,757,814 284,914 SH SOLE 247,894 0 37,020
PALANTIR TECHNOLOGIES INC CL A 69608A108 27,477,516 154,585 SH SOLE 58,715 0 95,870
PALO ALTO NETWORKS INC COM 697435105 82,606,353 448,460 SH SOLE 354,892 0 93,568
PALOMAR HLDGS INC COM 69753M105 113,228,856 840,226 SH SOLE 804,195 0 36,031
PARKER-HANNIFIN CORP COM 701094104 50,868,052 57,873 SH SOLE 23,373 0 34,500
PATTERN GROUP INC COM SER A 70339W104 13,671,623 1,184,716 SH SOLE 1,123,476 0 61,240
PERMIAN RESOURCES CORP CLASS A COM 71424F105 83,495,140 5,951,186 SH SOLE 5,371,351 0 579,835
PFIZER INC COM 717081103 3,434,606 137,936 SH SOLE 137,936 0 0
PLEXUS CORP COM 729132100 764,400 5,200 SH SOLE 5,200 0 0
PRIMERICA INC COM 74164M108 60,610,481 234,597 SH SOLE 222,756 0 11,841
PRIMORIS SVCS CORP COM 74164F103 118,205,611 952,196 SH SOLE 887,563 0 64,633
PROCORE TECHNOLOGIES INC COM 74275K108 80,401,341 1,105,325 SH SOLE 1,047,246 0 58,079
PULMONX CORP COM 745848101 408,636 184,903 SH SOLE 154,404 0 30,499
PURE STORAGE INC CL A 74624M102 101,869,854 1,520,219 SH SOLE 1,283,695 0 236,524
QUANTA SVCS INC COM 74762E102 115,445,198 273,528 SH SOLE 174,322 0 99,206
RADNET INC COM 750491102 37,941,147 531,761 SH SOLE 501,874 0 29,887
RAMBUS INC DEL COM 750917106 33,272,634 362,092 SH SOLE 343,133 0 18,959
RANPAK HOLDINGS CORP COM CL A 75321W103 2,203,644 407,328 SH SOLE 407,328 0 0
RAYMOND JAMES FINL INC COM 754730109 6,438,856 40,095 SH SOLE 40,095 0 0
RED ROCK RESORTS INC CL A 75700L108 71,716,603 1,157,653 SH SOLE 1,006,798 0 150,855
REGAL REXNORD CORPORATION COM 758750103 125,319,792 893,100 SH SOLE 801,132 0 91,968
REVOLUTION MEDICINES INC COM 76155X100 226,605,319 2,845,013 SH SOLE 2,540,211 0 304,802
RHYTHM PHARMACEUTICALS INC COM 76243J105 135,636,592 1,267,158 SH SOLE 1,151,504 0 115,654
RIGETTI COMPUTING INC COMMON STOCK 76655K103 20,727,483 935,778 SH SOLE 887,448 0 48,330
ROBINHOOD MKTS INC COM CL A 770700102 35,349,810 312,554 SH SOLE 247,032 0 65,522
ROBLOX CORP CL A 771049103 37,409,108 461,670 SH SOLE 356,026 0 105,644
ROCKET LAB CORP COM 773121108 180,848,824 2,592,443 SH SOLE 2,197,656 0 394,787
ROCKWELL AUTOMATION INC COM 773903109 90,962,620 233,795 SH SOLE 183,850 0 49,945
ROKU INC COM CL A 77543R102 120,692,738 1,112,478 SH SOLE 970,408 0 142,070
ROLLINS INC COM 775711104 5,965,928 99,399 SH SOLE 74,919 0 24,480
ROYAL CARIBBEAN GROUP COM V7780T103 125,138,375 448,653 SH SOLE 356,743 0 91,910
RYAN SPECIALTY HOLDINGS INC CL A 78351F107 42,044,064 814,334 SH SOLE 708,671 0 105,663
SAIA INC COM 78709Y105 74,691,777 228,751 SH SOLE 217,611 0 11,140
SALESFORCE INC COM 79466L302 47,288,601 178,508 SH SOLE 138,858 0 39,650
SAMSARA INC COM CL A 79589L106 140,168,243 3,953,970 SH SOLE 3,297,313 0 656,657
SEMTECH CORP COM 816850101 180,438,198 2,448,612 SH SOLE 2,143,053 0 305,559
SERVICENOW INC COM 81762P102 226,231,524 1,476,803 SH SOLE 1,002,988 0 473,815
SHARKNINJA INC COM SHS G8068L108 94,002,724 840,060 SH SOLE 734,390 0 105,670
SILICON LABORATORIES INC COM 826919102 71,545,572 547,403 SH SOLE 478,115 0 69,288
SLB LIMITED COM STK 806857108 4,640,526 120,910 SH SOLE 91,940 0 28,970
SNOWFLAKE INC COM SHS 833445109 142,387,741 649,105 SH SOLE 457,058 0 192,047
SOUTHERN COPPER CORP COM 84265V105 4,682,000 32,634 SH SOLE 32,634 0 0
SPX TECHNOLOGIES INC COM 78473E103 28,300,888 141,462 SH SOLE 133,720 0 7,742
STAG INDL INC COM 85254J102 237,727 6,467 SH SOLE 6,467 0 0
STEPSTONE GROUP INC COM CL A 85914M107 50,469,769 786,501 SH SOLE 745,466 0 41,035
SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 8,769,654 453,681 SH SOLE 341,906 0 111,775
SYNOPSYS INC COM 871607107 57,140,964 121,649 SH SOLE 85,125 0 36,524
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 135,594,105 446,195 SH SOLE 281,768 0 164,427
TALEN ENERGY CORP COM 87422Q109 46,565,249 124,227 SH SOLE 108,047 0 16,180
TAPESTRY INC COM 876030107 268,074,735 2,098,104 SH SOLE 1,741,839 0 356,265
TARGA RES CORP COM 87612G101 36,631,076 198,542 SH SOLE 156,912 0 41,630
TECHNIPFMC PLC COM G87110105 87,000,147 1,952,427 SH SOLE 1,758,402 0 194,025
TESLA INC COM 88160R101 207,624,330 461,675 SH SOLE 312,716 0 148,959
THERMO FISHER SCIENTIFIC INC COM 883556102 7,927,455 13,681 SH SOLE 13,206 0 475
TJX COS INC NEW COM 872540109 7,425,968 48,343 SH SOLE 36,328 0 12,015
TOAST INC CL A 888787108 45,038,647 1,268,337 SH SOLE 1,104,107 0 164,230
TOPBUILD CORP COM 89055F103 106,571,603 255,451 SH SOLE 241,736 0 13,715
TRANE TECHNOLOGIES PLC SHS G8994E103 45,989,190 118,163 SH SOLE 94,044 0 24,119
TRANSDIGM GROUP INC COM 893641100 21,533,597 16,193 SH SOLE 16,083 0 110
TRANSUNION COM 89400J107 80,052,170 933,553 SH SOLE 812,270 0 121,283
UNITEDHEALTH GROUP INC COM 91324P102 76,017,145 230,278 SH SOLE 183,420 0 46,858
VAXCYTE INC COM 92243G108 163,322,542 3,539,717 SH SOLE 3,209,787 0 329,930
VERTEX PHARMACEUTICALS INC COM 92532F100 513,204 1,132 SH SOLE 728 0 404
VERTIV HOLDINGS CO COM CL A 92537N108 369,012,808 2,277,716 SH SOLE 1,790,410 0 487,306
VISA INC COM CL A 92826C839 211,802,953 603,926 SH SOLE 467,173 0 136,753
VISTRA CORP COM 92840M102 86,141,415 533,945 SH SOLE 472,343 0 61,602
VITA COCO CO INC COM 92846Q107 56,912,066 1,073,610 SH SOLE 1,017,585 0 56,025
VULCAN MATLS CO COM 929160109 72,458,530 254,044 SH SOLE 200,781 0 53,263
WALMART INC COM 931142103 7,900,083 70,910 SH SOLE 53,465 0 17,445
WASTE CONNECTIONS INC COM 94106B101 54,936,113 313,276 SH SOLE 249,387 0 63,889
WELLS FARGO CO NEW COM 949746101 8,102,994 86,942 SH SOLE 65,532 0 21,410
WILLIAMS COS INC COM 969457100 13,896,049 231,177 SH SOLE 185,682 0 45,495
WINTRUST FINL CORP COM 97650W108 78,265,923 559,762 SH SOLE 531,758 0 28,004
WYNN RESORTS LTD COM 983134107 69,998,007 581,717 SH SOLE 505,867 0 75,850
XENON PHARMACEUTICALS INC COM 98420N105 54,983,876 1,226,771 SH SOLE 1,119,407 0 107,364
XPO INC COM 983793100 98,427,925 724,214 SH SOLE 649,804 0 74,410
ZSCALER INC COM 98980G102 63,159,107 280,807 SH SOLE 224,816 0 55,991