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
AERCAP HOLDINGS NV SHS N00985106 77,493,397 539,047 SH SOLE 53,525 0 485,522
ALPHABET INC CAP STK CL A 02079K305 1,057,663,308 3,379,116 SH SOLE 1,448,342 0 1,930,774
AMAZON COM INC COM 023135106 711,621,061 3,083,013 SH SOLE 1,233,876 0 1,849,137
AMERICAN SUPERCONDUCTOR CORP SHS NEW 030111207 3,858,707 134,076 SH SOLE 104,284 0 29,792
AMPHENOL CORP NEW CL A 032095101 539,805,513 3,994,417 SH SOLE 1,965,836 0 2,028,581
APPLE INC COM 037833100 185,602,628 682,714 SH SOLE 69,606 0 613,108
APPLOVIN CORP COM CL A 03831W108 391,653,832 581,244 SH SOLE 280,136 0 301,108
ARGAN INC COM 04010E109 11,151,372 35,591 SH SOLE 28,123 0 7,468
ATMUS FILTRATION TECHNOLOGIE COM 04956D107 11,666,513 224,745 SH SOLE 171,440 0 53,305
AXON ENTERPRISE INC COM 05464C101 48,215,553 84,897 SH SOLE 4,191 0 80,706
AXSOME THERAPEUTICS INC COM 05464T104 11,577,550 63,390 SH SOLE 48,378 0 15,012
BETA TECHNOLOGIES INC COM SHS CL A 086921103 2,945,124 104,400 SH SOLE 79,650 0 24,750
BLACKSTONE INC COM 09260D107 66,018,779 428,304 SH SOLE 42,582 0 385,722
BLOOM ENERGY CORP COM CL A 093712107 8,333,533 95,909 SH SOLE 74,669 0 21,240
BOOT BARN HLDGS INC COM 099406100 13,831,013 78,376 SH SOLE 59,790 0 18,586
BOSTON SCIENTIFIC CORP COM 101137107 156,523,032 1,641,563 SH SOLE 744,132 0 897,431
BRIDGEBIO PHARMA INC COM 10806X102 15,873,128 207,519 SH SOLE 158,321 0 49,198
BROADCOM INC COM 11135F101 230,339,587 665,529 SH SOLE 78,465 0 587,064
CASELLA WASTE SYS INC CL A 147448104 19,721,590 201,364 SH SOLE 157,144 0 44,220
CASEYS GEN STORES INC COM 147528103 24,038,463 43,492 SH SOLE 34,161 0 9,331
CELESTICA INC SUB VTG SHS 15101Q207 19,721,030 66,713 SH SOLE 53,463 0 13,250
CINTAS CORP COM 172908105 101,470,724 539,537 SH SOLE 70,037 0 469,500
COMMVAULT SYS INC COM 204166102 8,209,200 65,485 SH SOLE 50,347 0 15,138
COSTCO WHSL CORP NEW COM 22160K105 30,533,735 35,408 SH SOLE 3,517 0 31,891
CRANE COMPANY COMMON STOCK 224408104 18,811,491 101,998 SH SOLE 80,054 0 21,944
CREDICORP LTD COM G2519Y108 14,899,605 51,915 SH SOLE 30,449 0 21,466
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105 15,425,008 107,200 SH SOLE 83,148 0 24,052
CURTISS WRIGHT CORP COM 231561101 76,892,242 139,482 SH SOLE 2,782 0 136,700
CUSHMAN WAKEFIELD PLC SHS G2717B108 15,819,168 977,095 SH SOLE 758,945 0 218,150
DANAHER CORPORATION COM 235851102 223,870,483 977,942 SH SOLE 486,639 0 491,303
EMBRAER S.A. SPONSORED ADS 29082A107 18,976,791 294,808 SH SOLE 217,696 0 77,112
ENSIGN GROUP INC COM 29358P101 28,747,355 165,025 SH SOLE 129,515 0 35,510
FABRINET SHS G3323L100 19,923,053 43,760 SH SOLE 33,924 0 9,836
FAIR ISAAC CORP COM 303250104 152,156 90 SH SOLE 90 0 0
FEDERAL SIGNAL CORP COM 313855108 3,761,232 34,637 SH SOLE 27,510 0 7,127
FIRSTCASH HOLDINGS INC COM 33768G107 17,153,113 107,624 SH SOLE 84,119 0 23,505
FIRST FINL BANKSHARES INC COM 32020R109 13,033,625 436,345 SH SOLE 339,950 0 96,395
GARRETT MOTION INC COM 366505105 15,184,406 871,165 SH SOLE 677,410 0 193,755
GE VERNOVA INC COM 36828A101 155,024,843 237,197 SH SOLE 153,678 0 83,519
GENEDX HOLDINGS CORP COM CL A 81663L200 8,955,281 68,855 SH SOLE 52,533 0 16,322
GE AEROSPACE COM NEW 369604301 392,457,635 1,274,089 SH SOLE 834,578 0 439,511
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109 13,218,675 2,649,033 SH SOLE 1,205,500 0 1,443,533
GUARDANT HEALTH INC COM 40131M109 20,799,994 203,642 SH SOLE 158,020 0 45,622
HDFC BANK LTD SPONSORED ADS 40415F101 7,845,138 214,700 SH SOLE 214,700 0 0
HEALTHEQUITY INC COM 42226A107 15,410,268 168,216 SH SOLE 130,306 0 37,910
HEICO CORP NEW COM 422806109 6,837,457 21,130 SH SOLE 21,130 0 0
HOWMET AEROSPACE INC COM 443201108 5,715,958 27,880 SH SOLE 5,600 0 22,280
HURON CONSULTING GROUP INC COM 447462102 11,205,260 64,804 SH SOLE 49,436 0 15,368
ICICI BANK LIMITED ADR 45104G104 54,860,906 1,840,970 SH SOLE 1,840,970 0 0
INDIE SEMICONDUCTOR INC CLASS A COM 45569U101 3,197,103 905,695 SH SOLE 690,900 0 214,795
INSMED INC COM PAR $.01 457669307 44,527,960 255,849 SH SOLE 89,818 0 166,031
INTERDIGITAL INC COM 45867G101 17,288,352 54,301 SH SOLE 42,046 0 12,255
INTUITIVE SURGICAL INC COM NEW 46120E602 41,019,189 72,426 SH SOLE 8,792 0 63,634
IONQ INC COM 46222L108 6,312,177 140,677 SH SOLE 107,332 0 33,345
ISHARES TR CORE MSCI EAFE 46432F842 81,184,950 907,500 SH SOLE 907,500 0 0
ISHARES INC CORE MSCI EMKT 46434G103 10,445,988 155,400 SH SOLE 50,700 0 104,700
ISHARES TR CORE S&P500 ETF 464287200 1,780,844 2,600 SH SOLE 0 0 2,600
ISHARES TR MSCI INDIA ETF 46429B598 27,689,815 512,300 SH SOLE 512,300 0 0
ISHARES TR MSCI SAUDI ARBIA 46434V423 535,227 14,700 SH SOLE 14,700 0 0
ISHARES INC MSCI TAIWAN ETF 46434G772 1,975,783 31,100 SH SOLE 31,100 0 0
ISHARES TR RUS 2000 GRW ETF 464287648 15,213,771 47,100 SH SOLE 47,100 0 0
JOBY AVIATION INC COMMON STOCK G65163100 2,966,238 224,715 SH SOLE 171,454 0 53,261
JBT MAREL CORPORATION COM 477839104 11,091,572 73,615 SH SOLE 57,872 0 15,743
JPMORGAN CHASE & CO. COM 46625H100 845,542,980 2,624,117 SH SOLE 1,299,930 0 1,324,187
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755 273,365 2,775 SH SOLE 2,775 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 17,306,055 121,446 SH SOLE 18,206 0 103,240
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 11,766,482 143,284 SH SOLE 67,216 0 76,068
MANNKIND CORP COM NEW 56400P706 5,883,782 1,037,704 SH SOLE 791,619 0 246,085
MERCADOLIBRE INC COM 58733R102 66,792,862 33,160 SH SOLE 16,825 0 16,335
MERCURY SYS INC COM 589378108 13,371,343 183,144 SH SOLE 144,265 0 38,879
MERIT MED SYS INC COM 589889104 10,995,465 124,750 SH SOLE 96,725 0 28,025
META PLATFORMS INC CL A 30303M102 641,418,694 971,714 SH SOLE 486,809 0 484,905
MIAMI INTL HLDGS INC COM 59356Q108 10,792,062 243,174 SH SOLE 185,504 0 57,670
MICROSOFT CORP COM 594918104 1,084,457,881 2,242,376 SH SOLE 958,988 0 1,283,388
MIRION TECHNOLOGIES INC COM CL A 60471A101 16,897,436 721,496 SH SOLE 550,426 0 171,070
MODINE MFG CO COM 607828100 8,505,121 63,704 SH SOLE 50,499 0 13,205
MOELIS & CO CL A 60786M105 17,947,808 261,097 SH SOLE 204,667 0 56,430
MONSTER BEVERAGE CORP NEW COM 61174X109 294,719 3,844 SH SOLE 3,844 0 0
MOONLAKE IMMUNOTHERAPEUTICS CLASS A ORD 61559X104 342,654 25,998 SH SOLE 19,978 0 6,020
MORGAN STANLEY COM NEW 617446448 639,118,474 3,600,059 SH SOLE 1,646,050 0 1,954,009
NETEASE INC SPONSORED ADS 64110W102 8,279,494 60,162 SH SOLE 35,260 0 24,902
NETFLIX INC COM 64110L106 63,434,828 676,566 SH SOLE 84,366 0 592,200
NEXTPOWER INC CLASS A COM 65290E101 12,686,700 145,640 SH SOLE 111,099 0 34,541
NOVA MEASURING INSTRUMENTS L COM M7516K103 24,860,437 75,704 SH SOLE 58,969 0 16,735
NOVANTA INC COM 67000B104 5,701,049 47,912 SH SOLE 36,550 0 11,362
NU HLDGS LTD ORD SHS CL A G6683N103 139,287,313 8,320,628 SH SOLE 6,662,861 0 1,657,767
NVIDIA CORPORATION COM 67066G104 1,103,993,837 5,919,538 SH SOLE 2,287,213 0 3,632,325
OLLIES BARGAIN OUTLET HLDGS COM 681116109 8,344,829 76,132 SH SOLE 59,790 0 16,342
ORACLE CORP COM 68389X105 31,604,462 162,149 SH SOLE 23,857 0 138,292
OSI SYSTEMS INC COM 671044105 17,040,048 66,808 SH SOLE 52,311 0 14,497
PIPER SANDLER COMPANIES COM 724078100 17,850,741 52,547 SH SOLE 41,248 0 11,299
PROLOGIS INC. COM 74340W103 62,409,144 488,870 SH SOLE 53,227 0 435,643
PROTAGONIST THERAPEUTICS INC COM 74366E102 7,814,135 89,468 SH SOLE 68,263 0 21,205
RADNET INC COM 750491102 7,511,657 105,279 SH SOLE 83,134 0 22,145
RAMBUS INC DEL COM 750917106 15,000,307 163,242 SH SOLE 127,424 0 35,818
RBC BEARINGS INC COM 75524B104 22,868,136 50,996 SH SOLE 40,152 0 10,844
RHYTHM PHARMACEUTICALS INC COM 76243J105 8,943,620 83,554 SH SOLE 63,761 0 19,793
ROBINHOOD MKTS INC COM CL A 770700102 1,918,515 16,963 SH SOLE 16,963 0 0
ROLLINS INC COM 775711104 525,055 8,748 SH SOLE 8,748 0 0
SEA LTD SPONSORD ADS 81141R100 7,947,611 62,300 SH SOLE 28,413 0 33,887
SENSIENT TECHNOLOGIES CORP COM 81725T100 15,153,477 161,293 SH SOLE 126,327 0 34,966
SERVICENOW INC COM 81762P102 185,121,690 1,208,445 SH SOLE 407,203 0 801,242
SHOPIFY INC CL A 82509L107 176,827,960 1,098,515 SH SOLE 1,098,515 0 0
SOUTHERN COPPER CORP COM 84265V105 54,517,309 379,991 SH SOLE 195,257 0 184,734
SPOTIFY TECHNOLOGY S A SHS L8681T102 136,717,136 235,431 SH SOLE 66,362 0 169,069
SPX TECHNOLOGIES INC COM 78473E103 20,436,529 102,152 SH SOLE 80,029 0 22,123
STERLING INFRASTRUCTURE INC COM 859241101 9,923,077 32,404 SH SOLE 25,540 0 6,864
STIFEL FINL CORP COM 860630102 22,724,174 181,474 SH SOLE 142,129 0 39,345
SUPERNUS PHARMACEUTICALS INC COM 868459108 5,277,394 106,185 SH SOLE 81,010 0 25,175
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 297,633,817 979,413 SH SOLE 147,643 0 831,770
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 21,414,192 1,221,574 SH SOLE 577,960 0 643,614
TESLA INC COM 88160R101 21,619,390 48,073 SH SOLE 3,178 0 44,895
TJX COS INC NEW COM 872540109 133,866,353 871,469 SH SOLE 91,085 0 780,384
UBER TECHNOLOGIES INC COM 90353T100 29,539,717 361,519 SH SOLE 36,785 0 324,734
VARONIS SYS INC COM 922280102 7,021,824 214,080 SH SOLE 163,285 0 50,795
VISA INC COM CL A 92826C839 85,355,098 243,378 SH SOLE 25,608 0 217,770
VSE CORP COM 918284100 22,786,635 131,890 SH SOLE 103,393 0 28,497