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 2,309,526 10,619 SH SOLE 6,958 0 3,661
ABIVAX SA SPONSORED ADS 00370M103 147,309,146 1,322,938 SH SOLE 1,216,689 0 106,249
ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109 75,461,646 5,436,718 SH SOLE 5,009,486 0 427,232
ADVANCED MICRO DEVICES INC COM 007903107 1,021,219 5,020 SH SOLE 2,639 0 2,381
AFFIRM HLDGS INC COM CL A 00827B106 49,514,742 1,080,636 SH SOLE 970,506 0 110,130
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 81,241,478 245,539 SH SOLE 199,761 0 45,778
ALPHABET INC CAP STK CL A 02079K305 582,810,504 2,026,744 SH SOLE 1,458,696 0 568,048
ALPHABET INC CAP STK CL C 02079K107 14,482,701 50,487 SH SOLE 44,326 0 6,161
AMAZON COM INC COM 023135106 474,783,586 2,279,654 SH SOLE 1,689,804 0 589,850
AMER SPORTS INC COM SHS G0260P102 129,623,185 3,937,521 SH SOLE 3,453,492 0 484,029
AMERICAN INTL GROUP INC COM NEW 026874784 109,768,039 1,458,711 SH SOLE 1,244,234 0 214,477
AMETEK INC COM 031100100 159,876,481 745,832 SH SOLE 617,013 0 128,819
AMGEN INC COM 031162100 5,999,746 17,052 SH SOLE 12,352 0 4,700
API GROUP CORP COM STK 00187Y100 187,807,323 4,634,929 SH SOLE 3,801,043 0 833,886
APPLE INC COM 037833100 795,152,846 3,133,113 SH SOLE 2,359,936 0 773,177
APPLIED DIGITAL CORP COM NEW 038169207 12,869,264 542,092 SH SOLE 515,592 0 26,500
APPLIED INDL TECHNOLOGIES IN COM 03820C105 76,730,809 289,201 SH SOLE 275,091 0 14,110
APPLIED MATLS INC COM 038222105 319,915 936 SH SOLE 936 0 0
APPLOVIN CORP COM CL A 03831W108 501,480 1,260 SH SOLE 1,260 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 171,591,074 1,572,787 SH SOLE 1,168,204 0 404,583
ARISTA NETWORKS INC COM SHS 040413205 95,817,728 780,402 SH SOLE 627,732 0 152,670
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101 1,100,978,089 4,813,440 SH SOLE 4,032,731 0 780,709
ASTERA LABS INC COM 04626A103 94,268,376 860,113 SH SOLE 753,121 0 106,992
AUTOZONE INC COM 053332102 95,803,684 28,363 SH SOLE 24,223 0 4,140
AVALO THERAPEUTICS INC COM NEW 05338F306 233,490 15,639 SH SOLE 10,218 0 5,421
AVIENT CORPORATION COM 05368V106 56,971,688 1,569,468 SH SOLE 1,492,828 0 76,640
AXON ENTERPRISE INC COM 05464C101 451,927,224 1,064,134 SH SOLE 814,529 0 249,605
BANCO BILBAO VIZCAYA ARGENTA SPONSORED ADR 05946K101 5,819,825 268,690 SH SOLE 194,955 0 73,735
BANK AMERICA CORP COM 060505104 52,010,644 1,066,885 SH SOLE 463,137 0 603,748
BIO-TECHNE CORP COM 09073M104 44,736,807 856,043 SH SOLE 767,903 0 88,140
BIRKENSTOCK HOLDING PLC COM SHS M2029K104 83,798,452 2,338,779 SH SOLE 2,242,874 0 95,905
BLOOM ENERGY CORP COM CL A 093712107 161,446,090 1,191,572 SH SOLE 1,103,257 0 88,315
BOSTON SCIENTIFIC CORP COM 101137107 374,304 5,965 SH SOLE 3,895 0 2,070
BRAZE INC COM CL A 10576N102 93,823,921 3,973,906 SH SOLE 3,777,775 0 196,131
BROADCOM INC COM 11135F101 382,840,683 1,236,925 SH SOLE 909,212 0 327,713
C H ROBINSON WORLDWIDE IN COM NEW 12541W209 71,327,065 429,500 SH SOLE 385,960 0 43,540
CALIX INC COM 13100M509 75,743,488 1,546,101 SH SOLE 1,470,911 0 75,190
CAMECO CORP COM 13321L108 337,777 3,110 SH SOLE 3,110 0 0
CARDINAL HEALTH INC COM 14149Y108 2,756,116 13,043 SH SOLE 13,043 0 0
CASELLA WASTE SYS INC CL A 147448104 65,256,515 822,492 SH SOLE 784,065 0 38,427
CATERPILLAR INC COM 149123101 22,900,629 32,325 SH SOLE 26,335 0 5,990
CELSIUS HLDGS INC COM NEW 15118V207 133,720,962 3,768,911 SH SOLE 3,468,261 0 300,650
CENCORA INC COM 03073E105 137,250,518 436,909 SH SOLE 354,074 0 82,835
CHENIERE ENERGY INC COM NEW 16411R208 130,258,215 459,044 SH SOLE 334,142 0 124,902
CIENA CORP COM NEW 171779309 12,326,303 31,750 SH SOLE 31,750 0 0
CITIGROUP INC COM NEW 172967424 5,041,868 44,457 SH SOLE 32,257 0 12,200
CLEAN HARBORS INC COM 184496107 74,862,909 261,092 SH SOLE 234,462 0 26,630
CLOUDFLARE INC CL A COM 18915M107 111,746,725 541,566 SH SOLE 439,564 0 102,002
COCA COLA CO COM 191216100 10,180,585 133,867 SH SOLE 96,969 0 36,898
COEUR MNG INC COM NEW 192108504 51,408,139 2,738,846 SH SOLE 2,526,321 0 212,525
COHERENT CORP COM 19247G107 94,484,681 396,644 SH SOLE 288,681 0 107,963
COMFORT SYS USA INC COM 199908104 856,235,416 620,915 SH SOLE 518,493 0 102,422
CORE NATURAL RESOURCES INC COM SHS 218937100 351,893 3,360 SH SOLE 3,360 0 0
CORE SCIENTIFIC INC NEW COM 21874A106 22,140,994 1,480,013 SH SOLE 1,329,443 0 150,570
CORPAY INC COM SHS 219948106 41,646,618 143,120 SH SOLE 118,163 0 24,957
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105 86,944,178 926,219 SH SOLE 880,014 0 46,205
CSX CORP COM 126408103 68,073,166 1,658,299 SH SOLE 1,350,467 0 307,832
CUMMINS INC COM 231021106 8,293,578 15,415 SH SOLE 11,175 0 4,240
DANAHER CORP DEL COM 235851102 20,949,283 110,492 SH SOLE 107,762 0 2,730
DESCARTES SYS GROUP INC COM 249906108 57,384,107 801,902 SH SOLE 740,357 0 61,545
DEXCOM INC COM 252131107 1,700,262 27,074 SH SOLE 23,287 0 3,787
DIAMONDBACK ENERGY INC COM 25278X109 99,582,200 503,474 SH SOLE 460,937 0 42,537
DOMINION ENERGY INC COM 25746U109 3,292,657 53,262 SH SOLE 53,262 0 0
DOORDASH INC CL A 25809K105 66,654,740 443,921 SH SOLE 361,005 0 82,916
DORMAN PRODS INC COM 258278100 48,139,390 461,282 SH SOLE 438,692 0 22,590
DUTCH BROS INC CL A 26701L100 117,194,666 2,313,357 SH SOLE 2,140,045 0 173,312
DYNATRACE INC COM NEW 268150109 155,670,786 4,209,594 SH SOLE 3,902,063 0 307,531
EAST WEST BANCORP INC COM 27579R104 86,043,863 805,956 SH SOLE 776,646 0 29,310
ELI LILLY & CO COM 532457108 335,329,189 364,579 SH SOLE 272,418 0 92,161
ENTEGRIS INC COM 29362U104 43,576,502 371,686 SH SOLE 302,645 0 69,041
EQT CORP COM 26884L109 677,130 10,640 SH SOLE 10,640 0 0
EVERPURE INC CL A 74624M102 110,686,006 1,874,763 SH SOLE 1,617,176 0 257,587
EXPEDIA GROUP INC COM NEW 30212P303 3,854,016 16,692 SH SOLE 12,107 0 4,585
F5 INC COM 315616102 86,377,157 298,542 SH SOLE 269,782 0 28,760
FABRINET SHS G3323L100 148,567,570 284,874 SH SOLE 265,866 0 19,008
FAIR ISAAC CORP COM 303250104 42,630,713 39,934 SH SOLE 32,888 0 7,046
FASTENAL CO COM 311900104 29,618,709 638,334 SH SOLE 512,881 0 125,453
FIFTH THIRD BANCORP COM 316773100 110,826,718 2,385,422 SH SOLE 1,815,465 0 569,957
FIRST CTZNS BANCSHARES INC D CL A 31946M103 6,002,642 3,185 SH SOLE 3,185 0 0
FIRSTCASH HOLDINGS INC COM 33768G107 81,214,684 431,993 SH SOLE 406,368 0 25,625
FREEPORT MCMORAN INC CL B 35671D857 31,997,450 544,359 SH SOLE 504,622 0 39,737
FTAI AVIATION LTD SHS G3730V105 697,815,609 2,848,227 SH SOLE 2,403,714 0 444,513
GARMIN LTD SHS H2906T109 87,319,632 376,362 SH SOLE 308,614 0 67,748
GARTNER INC COM 366651107 2,275,346 14,370 SH SOLE 14,370 0 0
GE VERNOVA INC COM 36828A101 173,974,371 199,306 SH SOLE 120,330 0 78,976
GENEDX HOLDINGS CORP COM CL A 81663L200 87,924,116 1,369,108 SH SOLE 1,274,824 0 94,284
GENIUS SPORTS LIMITED SHARES CL A G3934V109 917,675 207,150 SH SOLE 207,150 0 0
GILEAD SCIENCES INC COM 375558103 3,719,785 26,690 SH SOLE 26,690 0 0
GLAUKOS CORP COM 377322102 51,915,698 482,219 SH SOLE 445,507 0 36,712
GLOBE LIFE INC COM 37959E102 117,240,009 842,423 SH SOLE 758,413 0 84,010
GOLDMAN SACHS GROUP INC COM 38141G104 5,984,533 7,074 SH SOLE 5,121 0 1,953
GUARDANT HEALTH INC COM 40131M109 125,857,727 1,362,539 SH SOLE 1,260,082 0 102,457
GUIDEWIRE SOFTWARE INC COM 40171V100 72,773,054 486,581 SH SOLE 462,238 0 24,343
HAMILTON LANE INC CL A 407497106 36,198,896 364,174 SH SOLE 346,439 0 17,735
HEALTHEQUITY INC COM 42226A107 59,572,707 712,848 SH SOLE 678,080 0 34,768
HEICO CORP NEW CL A 422806208 4,249,242 20,130 SH SOLE 20,130 0 0
HERSHEY CO COM 427866108 6,061,657 29,158 SH SOLE 21,128 0 8,030
HILTON WORLDWIDE HLDGS INC COM 43300A203 139,093,786 457,425 SH SOLE 371,262 0 86,163
HOME DEPOT INC COM 437076102 6,711,000 20,405 SH SOLE 15,945 0 4,460
HOULIHAN LOKEY INC CL A 441593100 78,073,412 543,611 SH SOLE 517,088 0 26,523
HOWMET AEROSPACE INC COM 443201108 527,683,511 2,289,697 SH SOLE 1,659,834 0 629,863
HUBSPOT INC COM 443573100 56,869,442 232,976 SH SOLE 209,508 0 23,468
HUNT J B TRANS SVCS INC COM 445658107 48,435,504 228,577 SH SOLE 184,245 0 44,332
IDEX CORP COM 45167R104 80,751,901 426,019 SH SOLE 382,565 0 43,454
IDEXX LABS INC COM 45168D104 74,652,473 132,860 SH SOLE 107,577 0 25,283
IMAX CORP COM 45245E109 88,896,876 2,338,776 SH SOLE 2,223,106 0 115,670
IMMUNOVANT INC COM 45258J102 213,152 8,581 SH SOLE 5,589 0 2,992
INSMED INC COM PAR $.01 457669307 240,122,429 1,468,459 SH SOLE 1,263,288 0 205,171
INSTALLED BLDG PRODS INC COM 45780R101 55,216,957 208,248 SH SOLE 187,018 0 21,230
INSULET CORP COM 45784P101 352,894 1,682 SH SOLE 926 0 756
INTERNATIONAL BUSINESS MACHS COM 459200101 804,735 3,320 SH SOLE 3,320 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 1,860,556 4,036 SH SOLE 2,687 0 1,349
IONIS PHARMACEUTICALS INC COM 462222100 262,965 3,502 SH SOLE 2,153 0 1,349
IONQ INC COM 46222L108 39,606,308 1,373,788 SH SOLE 1,304,953 0 68,835
ISHARES TR RUS 1000 GRW ETF 464287614 1,741,684 4,085 SH SOLE 4,085 0 0
ISHARES TR RUS MD CP GR ETF 464287481 1,063,228 8,299 SH SOLE 8,299 0 0
ISHARES TR S&P 500 GRWT ETF 464287309 733,731 6,487 SH SOLE 6,487 0 0
ISHARES TR S&P MC 400GR ETF 464287606 493,536 4,905 SH SOLE 4,905 0 0
ITT INC COM 45073V108 134,001,464 703,309 SH SOLE 564,746 0 138,563
JABIL INC COM 466313103 92,760,387 349,209 SH SOLE 313,615 0 35,594
JOHNSON & JOHNSON COM 478160104 8,778,329 35,912 SH SOLE 35,912 0 0
JONES LANG LASALLE INC COM 48020Q107 105,836,105 347,779 SH SOLE 312,309 0 35,470
KARMAN HLDGS INC COMMON STOCK 485924104 77,192,615 964,305 SH SOLE 927,115 0 37,190
KEYCORP COM 493267108 104,126,347 5,193,334 SH SOLE 4,622,851 0 570,483
KKR & CO INC COM 48251W104 51,627,609 558,136 SH SOLE 407,316 0 150,820
KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207 110,217,424 1,563,146 SH SOLE 1,452,906 0 110,240
LATTICE SEMICONDUCTOR CORP COM 518415104 52,263,025 563,422 SH SOLE 535,495 0 27,927
LEGENCE CORP CL A 52476L109 105,108,928 1,861,653 SH SOLE 1,770,868 0 90,785
LEGEND BIOTECH CORP SPONSORED ADS 52490G102 104,261,271 5,763,475 SH SOLE 5,341,399 0 422,076
LENDINGCLUB ISSUANCE TR SER COM NEW 52603A208 30,323,216 2,117,543 SH SOLE 2,014,038 0 103,505
LIFE TIME GROUP HOLDINGS INC COMMON STOCK 53190C102 85,817,774 3,185,515 SH SOLE 3,029,770 0 155,745
LINCOLN ELEC HLDGS INC COM 533900106 89,211,738 358,165 SH SOLE 321,635 0 36,530
LIVE NATION ENTERTAINMENT IN COM 538034109 123,641,351 810,710 SH SOLE 658,478 0 152,232
LOWES COS INC COM 548661107 71,111,190 300,962 SH SOLE 243,312 0 57,650
LPL FINL HLDGS INC COM 50212V100 265,183,525 881,506 SH SOLE 699,931 0 181,575
M & T BK CORP COM 55261F104 6,168,318 29,839 SH SOLE 21,614 0 8,225
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 29,414,656 132,457 SH SOLE 118,924 0 13,533
MADRIGAL PHARMACEUTICALS INC COM 558868105 49,631,761 94,813 SH SOLE 89,851 0 4,962
MARRIOTT INTL INC NEW CL A 571903202 50,113,317 153,219 SH SOLE 109,489 0 43,730
MARVELL TECHNOLOGY INC COM 573874104 165,748,387 1,673,381 SH SOLE 1,224,744 0 448,637
MASIMO CORP COM 574795100 60,694,349 341,229 SH SOLE 310,328 0 30,901
MASTEC INC COM 576323109 80,428,565 249,980 SH SOLE 224,600 0 25,380
MCDONALDS CORP COM 580135101 5,604,787 18,034 SH SOLE 13,084 0 4,950
MCKESSON CORP COM 58155Q103 5,971,849 6,901 SH SOLE 4,999 0 1,902
MEDTRONIC PLC SHS G5960L103 5,229,241 60,349 SH SOLE 43,714 0 16,635
MERCK & CO INC COM 58933Y105 5,160,561 42,901 SH SOLE 40,592 0 2,309
META PLATFORMS INC CL A 30303M102 301,410,388 526,822 SH SOLE 386,658 0 140,164
MICROCHIP TECHNOLOGY INC. COM 595017104 62,690,760 970,295 SH SOLE 871,325 0 98,970
MICRON TECHNOLOGY INC COM 595112103 33,930,703 100,434 SH SOLE 80,998 0 19,436
MICROSOFT CORP COM 594918104 610,600,060 1,649,513 SH SOLE 1,213,780 0 435,733
MITSUBISHI UFJ FINANCIAL GRO SPONSORED ADS 606822104 8,757,436 516,054 SH SOLE 374,099 0 141,955
MKS INC. COM 55306N104 240,556,578 1,046,763 SH SOLE 907,623 0 139,140
MONDAY COM LTD SHS M7S64H106 924,001 13,370 SH SOLE 13,370 0 0
MONGODB INC CL A 60937P106 40,357,958 164,881 SH SOLE 133,525 0 31,356
MOODYS CORP COM 615369105 53,921,686 123,603 SH SOLE 100,389 0 23,214
MORGAN STANLEY COM NEW 617446448 81,718,617 496,558 SH SOLE 391,948 0 104,610
MSCI INC COM 55354G100 126,000,886 233,764 SH SOLE 193,381 0 40,383
MUELLER INDS INC COM 624756102 13,967,337 126,059 SH SOLE 91,324 0 34,735
NATERA INC COM 632307104 150,938,268 754,729 SH SOLE 641,067 0 113,662
NETFLIX INC. COM 64110L106 189,414,876 1,969,994 SH SOLE 1,304,515 0 665,479
NEWAMSTERDAM PHARMA COMPANY ORDINARY SHARES N62509109 70,515,245 2,202,913 SH SOLE 2,026,600 0 176,313
NEXTERA ENERGY INC COM 65339F101 8,103,873 87,251 SH SOLE 87,251 0 0
NEXTPOWER INC CLASS A COM 65290E101 133,490,560 1,107,346 SH SOLE 1,052,251 0 55,095
NOVO-NORDISK A S ADR 670100205 628,719 17,108 SH SOLE 11,246 0 5,862
NVIDIA CORPORATION COM 67066G104 1,101,691,587 6,317,039 SH SOLE 4,667,995 0 1,649,044
NXP SEMICONDUCTORS N V COM N6596X109 48,820,570 247,996 SH SOLE 206,331 0 41,665
ONTO INNOVATION INC COM 683344105 67,049,687 326,960 SH SOLE 314,959 0 12,001
OPTION CARE HEALTH INC COM NEW 68404L201 31,841,353 1,182,814 SH SOLE 1,124,160 0 58,654
OREILLY AUTOMOTIVE INC COM 67103H107 81,971,195 887,999 SH SOLE 642,709 0 245,290
ORUKA THERAPEUTICS INC COM 687604108 15,359,027 313,130 SH SOLE 296,610 0 16,520
PACKAGING CORP AMER COM 695156109 64,466,282 303,771 SH SOLE 272,791 0 30,980
PALANTIR TECHNOLOGIES INC CL A 69608A108 98,674,222 674,557 SH SOLE 484,487 0 190,070
PALO ALTO NETWORKS INC COM 697435105 102,040,950 636,483 SH SOLE 508,378 0 128,105
PALOMAR HLDGS INC COM 69753M105 102,066,862 854,116 SH SOLE 821,827 0 32,289
PARKER-HANNIFIN CORP COM 701094104 52,361,692 58,489 SH SOLE 23,944 0 34,545
PATTERN GROUP INC COM SER A 70339W104 14,579,035 1,172,891 SH SOLE 1,115,341 0 57,550
PEPSICO INC COM 713448108 3,534,400 22,760 SH SOLE 17,530 0 5,230
PERMIAN RESOURCES CORP CLASS A COM 71424F105 159,504,663 7,481,457 SH SOLE 6,943,717 0 537,740
PFIZER INC COM 717081103 3,755,251 133,734 SH SOLE 133,734 0 0
PLANET LABS PBC COM CL A 72703X106 45,755,296 1,637,041 SH SOLE 1,522,176 0 114,865
PLEXUS CORP COM 729132100 77,875,212 384,493 SH SOLE 365,968 0 18,525
PRAXIS PRECISION MEDICINES I COM NEW 74006W207 213,290 662 SH SOLE 433 0 229
PRIMORIS SVCS CORP COM 74164F103 106,317,198 743,269 SH SOLE 707,931 0 35,338
PROCORE TECHNOLOGIES INC COM 74275K108 57,071,421 1,001,253 SH SOLE 954,449 0 46,804
PULMONX CORP COM 745848101 141,900 110,000 SH SOLE 110,000 0 0
QUANTA SVCS INC COM 74762E102 182,173,674 331,816 SH SOLE 224,943 0 106,873
RADNET INC COM 750491102 29,727,500 531,893 SH SOLE 503,431 0 28,462
RAMBUS INC DEL COM 750917106 1,241,929 14,436 SH SOLE 14,436 0 0
RANPAK HOLDINGS CORP COM CL A 75321W103 1,454,161 407,328 SH SOLE 407,328 0 0
RAYMOND JAMES FINL INC COM 754730109 5,805,355 40,095 SH SOLE 40,095 0 0
RED ROCK RESORTS INC CL A 75700L108 65,534,511 1,228,158 SH SOLE 1,102,323 0 125,835
REGAL REXNORD CORPORATION COM 758750103 127,658,325 681,717 SH SOLE 617,666 0 64,051
REVOLUTION MEDICINES INC COM 76155X100 151,377,191 1,556,578 SH SOLE 1,396,290 0 160,288
RHYTHM PHARMACEUTICALS INC COM 76243J105 167,775,827 1,929,123 SH SOLE 1,775,697 0 153,426
RIGETTI COMPUTING INC COMMON STOCK 76655K103 26,610,195 1,895,313 SH SOLE 1,702,163 0 193,150
RIOT PLATFORMS INC COM 767292105 43,258,517 3,499,880 SH SOLE 3,237,490 0 262,390
ROBINHOOD MKTS INC COM CL A 770700102 43,893,540 633,384 SH SOLE 517,758 0 115,626
ROCKET LAB CORP COM 773121108 203,745,048 3,172,611 SH SOLE 2,555,186 0 617,425
ROCKWELL AUTOMATION INC COM 773903109 74,028,572 206,277 SH SOLE 165,824 0 40,453
ROKU INC COM CL A 77543R102 111,483,082 1,178,219 SH SOLE 1,059,729 0 118,490
ROLLINS INC COM 775711104 6,976,254 130,617 SH SOLE 95,392 0 35,225
ROSS STORES INC COM 778296103 102,231,254 471,916 SH SOLE 389,167 0 82,749
ROYAL CARIBBEAN GROUP COM V7780T103 139,176,354 505,765 SH SOLE 416,403 0 89,362
SAIA INC COM 78709Y105 54,659,168 155,600 SH SOLE 148,704 0 6,896
SALESFORCE INC COM 79466L302 50,767,247 271,963 SH SOLE 197,783 0 74,180
SAMSARA INC COM CL A 79589L106 160,757,713 5,072,821 SH SOLE 4,377,269 0 695,552
SCHOLAR ROCK HLDG CORP COM 80706P103 254,747 5,182 SH SOLE 3,384 0 1,798
SEMTECH CORP COM 816850101 98,464,871 1,280,594 SH SOLE 1,190,034 0 90,560
SERVICENOW INC COM 81762P102 145,762,300 1,394,187 SH SOLE 1,092,025 0 302,162
SHARKNINJA INC COM SHS G8068L108 95,790,892 904,541 SH SOLE 814,661 0 89,880
SNOWFLAKE INC COM SHS 833445109 108,410,941 718,810 SH SOLE 482,062 0 236,748
SOUTHERN COPPER CORP COM 84265V105 4,150,775 24,124 SH SOLE 24,124 0 0
SPX TECHNOLOGIES INC COM 78473E103 29,846,243 149,276 SH SOLE 141,996 0 7,280
STAG INDUSTRIAL INC COM 85254J102 233,200 6,467 SH SOLE 6,467 0 0
STEPSTONE GROUP INC COM CL A 85914M107 56,212,776 1,177,971 SH SOLE 1,120,261 0 57,710
SUMITOMO MITSUI FIN GRP INC SPONSORED ADR 86562M209 9,037,284 457,584 SH SOLE 331,489 0 126,095
SYNOPSYS INC COM 871607107 52,671,658 132,848 SH SOLE 96,786 0 36,062
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 166,779,716 493,504 SH SOLE 329,172 0 164,332
TALEN ENERGY CORP COM 87422Q109 41,966,295 131,461 SH SOLE 117,971 0 13,490
TAPESTRY INC COM 876030107 310,281,358 2,198,862 SH SOLE 1,879,465 0 319,397
TARGA RES CORP COM 87612G101 76,471,806 304,997 SH SOLE 249,228 0 55,769
TECHNIPFMC PLC COM G87110105 140,593,483 2,033,755 SH SOLE 1,867,460 0 166,295
TESLA INC COM 88160R101 117,510,828 316,102 SH SOLE 208,193 0 107,909
THERMO FISHER SCIENTIFIC INC COM 883556102 6,622,875 13,474 SH SOLE 12,999 0 475
TJX COS INC NEW COM 872540109 7,764,774 48,621 SH SOLE 35,221 0 13,400
TOAST INC CL A 888787108 47,476,043 1,790,873 SH SOLE 1,608,433 0 182,440
TOPBUILD COR COM 89055F103 52,196,505 148,581 SH SOLE 141,400 0 7,181
TRANE TECHNOLOGIES PLC SHS G8994E103 6,601,578 15,841 SH SOLE 11,961 0 3,880
TRANSDIGM GROUP INC COM 893641100 15,008,532 12,950 SH SOLE 12,950 0 0
UNITEDHEALTH GROUP INC COM 91324P102 748,723 2,767 SH SOLE 1,315 0 1,452
URANIUM ENERGY CORP COM 916896103 21,164,922 1,567,772 SH SOLE 1,490,302 0 77,470
VANGUARD INDEX FDS GROWTH ETF 922908736 1,066,941 2,443 SH SOLE 2,443 0 0
VAXCYTE INC COM 92243G108 211,877,079 3,646,138 SH SOLE 3,359,345 0 286,793
VERTEX PHARMACEUTICALS INC COM 92532F100 385,811 864 SH SOLE 560 0 304
VERTIV HOLDINGS CO COM CL A 92537N108 481,538,482 1,921,696 SH SOLE 1,516,376 0 405,320
VISA INC COM CL A 92826C839 137,987,039 456,548 SH SOLE 408,657 0 47,891
VISTRA CORP COM 92840M102 74,394,570 494,875 SH SOLE 443,450 0 51,425
VITA COCO CO INC COM 92846Q107 55,189,110 1,151,933 SH SOLE 1,095,838 0 56,095
WABTEC COM 929740108 622,276 2,490 SH SOLE 2,490 0 0
WALMART INC COM 931142103 8,893,601 71,561 SH SOLE 51,836 0 19,725
WASTE CONNECTIONS INC COM 94106B101 725,457 4,466 SH SOLE 4,466 0 0
WATSCO INC COM 942622200 3,573,145 9,822 SH SOLE 7,112 0 2,710
WELLS FARGO & CO COM 949746101 6,982,832 87,713 SH SOLE 63,538 0 24,175
WILLIAMS COS INC COM 969457100 13,205,494 181,444 SH SOLE 181,444 0 0
WINTRUST FINL CORP COM 97650W108 63,248,545 455,222 SH SOLE 433,918 0 21,304
WOODWARD INC COM 980745103 97,420,455 272,185 SH SOLE 244,485 0 27,700
WYNN RESORTS LTD COM 983134107 75,148,320 740,013 SH SOLE 664,063 0 75,950
XENON PHARMACEUTICALS INC COM 98420N105 81,496,236 1,401,483 SH SOLE 1,296,024 0 105,459
XPO INC COM 983793100 111,281,044 571,992 SH SOLE 525,192 0 46,800
ZSCALER INC COM 98980G102 60,032,743 427,919 SH SOLE 364,108 0 63,811