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
COSTCO WHOLESALE CORPORATION COM 22160K105 20,687,048 22,114 SH SOLE 12,746 0 9,368
BJS WHSL CLUB HLDGS INC COM 05550J101 1,222,127 14,012 SH SOLE 14,012 0 0
AMPHENOL CORP CL A 032095101 2,230,272 12,649 SH SOLE 10,864 0 1,785
CORCEPT THERAPEUTICS INC COM 218352102 2,971,255 34,172 SH SOLE 30,664 0 3,508
OSI SYSTEMS INC COM 671044105 3,849,120 17,600 SH SOLE 15,764 0 1,836
HALOZYME THERAPEUTICS INC COM 40637H109 3,405,919 43,515 SH SOLE 38,703 0 4,812
FEDERAL SIGNAL CORP COM 313855108 4,552,144 35,428 SH SOLE 32,003 0 3,425
SENSIENT TECHNOLOGIES CORP COM 81725T100 4,226,011 34,277 SH SOLE 30,087 0 4,190
PALOMAR HLDGS INC COM 69753M105 5,024,382 39,753 SH SOLE 35,670 0 4,083
ISHARES TR RUS 1000 GRW ETF 464287614 546,224 4,399 SH SOLE 1,884 0 2,515
CONCENTRA GROUP HOLDINGS PAR COMMON STOCK 20603L102 4,047,636 136,055 SH SOLE 122,500 0 13,555
ENSIGN GROUP INC COM 29358P101 4,521,430 28,206 SH SOLE 25,786 0 2,420
GE AEROSPACE COM NEW 369604301 1,157,068 3,096 SH SOLE 2,339 0 757
ALPHABET INC CAP STK CL C 02079K107 144,962,471 410,275 SH SOLE 233,575 0 176,700
BRIDGEBIO PHARMA INC COM 10806X102 2,844,391 38,190 SH SOLE 34,688 0 3,502
BIOHAVEN LTD COM G1110E107 834,947 56,112 SH SOLE 49,133 0 6,979
DESCARTES SYS GROUP INC COM 249906108 1,730,169 24,988 SH SOLE 22,529 0 2,459
INTUITIVE SURGICAL INC COM NEW 46120E602 7,975,075 20,054 SH SOLE 11,192 0 8,862
CRINETICS PHARMACEUTICALS IN COM 22663K107 1,405,046 37,548 SH SOLE 32,961 0 4,587
STRYKER CORPORATION COM 863667101 10,580,513 33,606 SH SOLE 18,972 0 14,634
CARRIAGE SVCS INC COM 143905107 1,931,608 50,381 SH SOLE 45,461 0 4,920
UFP TECHNOLOGIES INC COM 902673102 2,474,989 9,335 SH SOLE 8,458 0 877
PERMIAN RESOURCES CORP CLASS A COM 71424F105 2,137,861 116,125 SH SOLE 101,860 0 14,265
USA RARE EARTH INC COM 91733P107 1,092,531 50,627 SH SOLE 44,436 0 6,191
XENON PHARMACEUTICALS INC COM 98420N105 2,327,421 38,559 SH SOLE 33,845 0 4,714
BLOOM ENERGY CORP COM CL A 093712107 9,756,324 32,231 SH SOLE 18,137 0 14,094
APPLE INC COM 037833100 103,336,260 357,120 SH SOLE 205,101 0 152,019
AMERIS BANCORP COM 03076K108 4,039,767 44,757 SH SOLE 40,295 0 4,462
KONTOOR BRANDS INC COM 50050N103 4,067,992 48,812 SH SOLE 44,054 0 4,758
SITIME CORP COM 82982T106 6,482,644 8,695 SH SOLE 7,905 0 790
KLA CORP COM NEW 482480100 35,911,637 119,027 SH SOLE 68,690 0 50,337
PALANTIR TECHNOLOGIES INC CL A 69608A108 10,112,256 86,674 SH SOLE 49,589 0 37,085
ANALOG DEVICES INC COM 032654105 11,244,680 28,312 SH SOLE 16,081 0 12,231
IDEXX LABS INC COM 45168D104 700,165 1,330 SH SOLE 1,330 0 0
VIAVI SOLUTIONS INC COM 925550105 13,707,163 287,061 SH SOLE 229,237 0 57,824
SANDISK CORP COM 80004C200 21,286,660 9,362 SH SOLE 5,248 0 4,114
SAIA INC COM 78709Y105 2,819,245 6,694 SH SOLE 6,032 0 662
IRADIMED CORP COM 46266A109 2,883,236 30,172 SH SOLE 26,482 0 3,690
NETFLIX INC. COM 64110L106 807,391 11,308 SH SOLE 8,591 0 2,717
INSMED INC COM PAR $.01 457669307 1,606,550 15,068 SH SOLE 13,352 0 1,716
UROGEN PHARMA LTD COM M96088105 3,260,149 88,591 SH SOLE 77,807 0 10,784
META PLATFORMS INC CL A 30303M102 56,084,538 99,566 SH SOLE 57,185 0 42,381
CONSTRUCTION PARTNERS INC COM CL A 21044C107 5,967,242 50,242 SH SOLE 45,106 0 5,136
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108 558,448 16,725 SH SOLE 14,679 0 2,046
ACUSHNET HLDGS CORP COM 005098108 4,374,587 36,907 SH SOLE 33,246 0 3,661
COMFORT SYS USA INC COM 199908104 917,643 463 SH SOLE 462 0 1
SPACE EXPLORATION TECHN CORP CLASS A COM STK 84615Q103 5,897,745 34,518 SH SOLE 19,398 0 15,120
ABBVIE INC COM 00287Y109 233,019 926 SH SOLE 703 0 223
TTM TECHNOLOGIES INC COM 87305R109 5,714,396 30,555 SH SOLE 27,000 0 3,555
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 8,859,041 35,439 SH SOLE 21,194 0 14,245
PROLOGIS INC. COM 74340W103 606,906 4,480 SH SOLE 3,402 0 1,078
CYTOKINETICS INC COM NEW 23282W605 2,770,208 32,518 SH SOLE 28,544 0 3,974
AMAZON COM INC COM 023135106 24,494,917 102,773 SH SOLE 60,125 0 42,648
ROBINHOOD MKTS INC COM CL A 770700102 3,444,217 34,346 SH SOLE 19,877 0 14,469
VICOR CORP COM 925815102 4,514,445 11,887 SH SOLE 7,045 0 4,842
MIRUM PHARMACEUTICALS INC COM 604749101 2,623,305 22,408 SH SOLE 19,672 0 2,736
QUANTA SVCS INC COM 74762E102 15,670,231 21,763 SH SOLE 13,202 0 8,561
ROYAL CARIBBEAN GROUP COM V7780T103 749,371 2,360 SH SOLE 2,358 0 2
CROWDSTRIKE HLDGS INC CL A 22788C105 19,550,884 102,476 SH SOLE 59,212 0 43,264
CARIS LIFE SCIENCES INC COM 142152107 482,280 27,064 SH SOLE 23,748 0 3,316
ROBLOX CORP CL A 771049103 541,462 9,957 SH SOLE 9,957 0 0
DATADOG INC CL A COM 23804L103 11,476,148 44,078 SH SOLE 27,227 0 16,851
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105 11,879,592 43,683 SH SOLE 27,881 0 15,802
PRICESMART INC COM 741511109 4,782,119 24,481 SH SOLE 21,486 0 2,995
ASTERA LABS INC COM 04626A103 708,107 1,466 SH SOLE 1,466 0 0
KULICKE & SOFFA INDS INC COM 501242101 13,548,417 101,289 SH SOLE 71,869 0 29,420
BRIGHTSPRING HEALTH SVCS INC COM 10950A106 18,325,789 262,773 SH SOLE 180,460 0 82,313
ISHARES TR CORE S&P US GWT 464287671 302,637 1,609 SH SOLE 1,609 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 236,918 6,445 SH SOLE 4,921 0 1,524
CASEYS GEN STORES INC COM 147528103 1,105,553 1,391 SH SOLE 1,390 0 1
CENCORA INC COM 03073E105 525,777 1,858 SH SOLE 1,856 0 2
WW GRAINGER INC COM 384802104 916,910 674 SH SOLE 674 0 0
DIGITALOCEAN HLDGS INC COM 25402D102 6,341,185 40,382 SH SOLE 36,134 0 4,248
PALVELLA THERAPEUTICS INC NE COM 697947109 1,839,647 12,038 SH SOLE 10,563 0 1,475
VERIZON COMMUNICATIONS INC COM 92343V104 200,734 4,741 SH SOLE 3,622 0 1,119
LAM RESEARCH CORP COM NEW 512807306 32,525,750 75,060 SH SOLE 42,895 0 32,165
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 5,150,768 19,762 SH SOLE 12,579 0 7,183
ROCKET LAB CORP COM 773121108 427,337 4,204 SH SOLE 4,204 0 0
HEICO CORP NEW COM 422806109 416,386 1,169 SH SOLE 1,169 0 0
GLAUKOS CORP COM 377322102 1,479,499 10,586 SH SOLE 9,306 0 1,280
OLLIES BARGAIN OUTLET HLDGS COM 681116109 2,605,156 33,886 SH SOLE 30,711 0 3,175
DUTCH BROS INC CL A 26701L100 410,897 5,722 SH SOLE 5,722 0 0
TRANSDIGM GROUP INC COM 893641100 5,661,170 4,250 SH SOLE 2,614 0 1,636
ASTRAZENECA PLC ORD G0593M107 1,019,397 5,376 SH SOLE 3,911 0 1,465
GOLDMAN SACHS GROUP INC COM 38141G104 223,513 221 SH SOLE 168 0 53
JPMORGAN CHASE & CO COM 46625H100 330,603 1,010 SH SOLE 769 0 241
CLOUDFLARE INC CL A COM 18915M107 15,208,341 62,004 SH SOLE 37,944 0 24,060
COHERENT CORP COM 19247G107 16,559,062 41,978 SH SOLE 26,312 0 15,666
SNOWFLAKE INC COM SHS 833445109 9,296,122 36,527 SH SOLE 21,875 0 14,652
ALPHABET INC CAP STK CL A 02079K305 29,736,402 83,209 SH SOLE 50,023 0 33,186
HURON CONSULTING GROUP INC COM 447462102 1,444,093 16,017 SH SOLE 14,333 0 1,684
VISA INC COM CL A 92826C839 28,684,389 83,606 SH SOLE 47,971 0 35,635
TARGA RES CORP COM 87612G101 222,824 831 SH SOLE 831 0 0
AXON ENTERPRISE INC COM 05464C101 9,213,625 16,435 SH SOLE 9,450 0 6,985
DAVE INC CLASS A COM NEW 23834J201 2,380,478 6,389 SH SOLE 5,771 0 618
TESLA INC COM 88160R101 51,076,823 121,438 SH SOLE 69,703 0 51,735
CATERPILLAR INC COM 149123101 22,102,002 20,755 SH SOLE 11,895 0 8,860
MODINE MFG CO COM 607828100 4,490,208 16,816 SH SOLE 15,105 0 1,711
MATADOR RES CO COM 576485205 2,028,236 40,744 SH SOLE 36,285 0 4,459
WASTE CONNECTIONS INC COM 94106B101 1,795,585 10,772 SH SOLE 9,641 0 1,131
CADRE HLDGS INC COM 12763L105 510,101 17,892 SH SOLE 17,892 0 0
STONEX GROUP INC COM 861896108 5,510,250 46,500 SH SOLE 41,763 0 4,737
AST SPACEMOBILE INC COM CL A 00217D100 298,658 3,361 SH SOLE 3,361 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 18,582,510 55,500 SH SOLE 34,419 0 21,081
OREILLY AUTOMOTIVE INC COM 67103H107 10,842,585 117,739 SH SOLE 72,502 0 45,237
BROADCOM INC COM 11135F101 84,190,668 222,874 SH SOLE 128,643 0 94,231
APPLOVIN CORP COM CL A 03831W108 10,184,551 19,767 SH SOLE 11,692 0 8,075
FIRSTCASH HOLDINGS INC COM 33768G107 2,816,919 13,022 SH SOLE 11,406 0 1,616
ARROWHEAD PHARMACEUTICALS IN COM 04280A100 2,600,984 31,910 SH SOLE 27,932 0 3,978
SEMTECH CORP COM 816850101 7,460,476 46,095 SH SOLE 41,607 0 4,488
VISTRA CORP COM 92840M102 1,395,309 8,796 SH SOLE 7,864 0 932
PINNACLE FINL PARTNERS INC COM 72348N109 414,919 4,113 SH SOLE 4,113 0 0
MICROSOFT CORP COM 594918104 57,166,092 153,252 SH SOLE 87,894 0 65,358
DIAMONDBACK ENERGY INC COM 25278X109 385,837 2,195 SH SOLE 1,416 0 779
GE VERNOVA INC COM 36828A101 23,130,644 19,688 SH SOLE 11,165 0 8,523
ONESPAWORLD HOLDINGS LIMITED COM P73684113 4,157,013 147,203 SH SOLE 132,324 0 14,879
RADNET INC COM 750491102 2,177,444 35,308 SH SOLE 31,940 0 3,368
RBC BEARINGS INC COM 75524B104 4,811,772 7,471 SH SOLE 6,558 0 913
MICRON TECHNOLOGY INC COM 595112103 53,784,143 46,595 SH SOLE 27,182 0 19,413
QXO INC COM NEW 82846H405 218,125 12,623 SH SOLE 12,623 0 0
MARRIOTT INTL INC NEW CL A 571903202 10,672,621 28,799 SH SOLE 16,717 0 12,082
AGIOS PHARMACEUTICALS INC COM 00847X104 951,834 25,649 SH SOLE 22,502 0 3,147
VIKING THERAPEUTICS INC COM 92686J106 479,472 12,291 SH SOLE 10,814 0 1,477
CISCO SYS INC COM 17275R102 7,849,852 66,830 SH SOLE 39,110 0 27,720
COREWEAVE INC COM CL A 21873S108 3,645,453 36,623 SH SOLE 20,554 0 16,069
APPLIED INDL TECHNOLOGIES IN COM 03820C105 5,005,634 14,803 SH SOLE 13,441 0 1,362
REGAL REXNORD CORPORATION COM 758750103 786,027 3,300 SH SOLE 3,300 0 0
BOOT BARN HLDGS INC COM 099406100 2,236,536 13,615 SH SOLE 11,966 0 1,649
REMITLY GLOBAL INC COM 75960P104 1,889,320 84,307 SH SOLE 76,159 0 8,148
ARGENX SE SPONSORED ADR 04016X101 1,424,127 1,535 SH SOLE 1,304 0 231
POWELL INDS INC COM 739128106 2,876,486 10,045 SH SOLE 9,035 0 1,010
WINGSTOP INC COM 974155103 1,176,760 6,786 SH SOLE 5,958 0 828
JFROG LTD ORD SHS M6191J100 7,330,017 80,656 SH SOLE 55,865 0 24,791
DELL TECHNOLOGIES INC CL C 24703L202 5,256,909 12,184 SH SOLE 6,880 0 5,304
MUELLER WTR PRODS INC COM SER A 624758108 2,797,544 108,306 SH SOLE 97,922 0 10,384
VITA COCO CO INC COM 92846Q107 4,637,009 70,109 SH SOLE 63,005 0 7,104
ROLLINS INC COM 775711104 261,585 6,267 SH SOLE 6,267 0 0
TRAVERE THERAPEUTICS INC COM 89422G107 2,967,414 52,234 SH SOLE 45,742 0 6,492
EVERUS CONSTR GROUP COM 300426103 7,331,505 44,179 SH SOLE 39,666 0 4,513
AAR CORP COM 000361105 2,831,443 19,810 SH SOLE 17,380 0 2,430
LIVE NATION ENTERTAINMENT IN COM 538034109 329,964 1,802 SH SOLE 1,800 0 2
HOWMET AEROSPACE INC COM 443201108 21,071,903 78,375 SH SOLE 45,987 0 32,388
CASELLA WASTE SYS INC CL A 147448104 3,614,751 37,277 SH SOLE 33,596 0 3,681
STERIS PLC SHS USD G8473T100 490,418 2,329 SH SOLE 2,329 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 1,027,070 3,108 SH SOLE 3,106 0 2
D-WAVE QUANTUM INC COM 26740W109 2,131,655 88,856 SH SOLE 79,694 0 9,162
APPLIED OPTOELECTRONICS INC COM 03823U102 8,256,957 55,730 SH SOLE 40,522 0 15,208
ELI LILLY & CO COM 532457108 76,984,229 64,184 SH SOLE 36,291 0 27,893
SPOTIFY TECHNOLOGY S A SHS L8681T102 310,831 677 SH SOLE 435 0 242
AMERIPRISE FINL INC COM 03076C106 598,223 1,304 SH SOLE 1,304 0 0
MONOLITHIC PWR SYS INC COM 609839105 698,092 505 SH SOLE 505 0 0
GLACIER BANCORP INC NEW COM 37637Q105 3,937,978 76,347 SH SOLE 68,724 0 7,623
HIMS & HERS HEALTH INC COM CL A 433000106 1,067,524 30,791 SH SOLE 27,572 0 3,219
ELECTROMED INC COM 285409108 1,660,867 39,264 SH SOLE 35,382 0 3,882
ROSS STORES INC COM 778296103 837,352 3,934 SH SOLE 3,934 0 0
NVIDIA CORPORATION COM 67066G104 206,238,994 1,030,731 SH SOLE 589,454 0 441,277
MASTERCARD INCORPORATED CL A 57636Q104 21,124,885 41,131 SH SOLE 23,576 0 17,555
NASDAQ INC COM 631103108 530,065 6,725 SH SOLE 5,041 0 1,684
ADVANCED MICRO DEVICES INC COM 007903107 55,727,858 95,932 SH SOLE 54,851 0 41,081
OLD DOMINION FREIGHT LINE IN COM 679580100 545,399 2,518 SH SOLE 2,518 0 0
AMERICAN ELEC PWR CO INC COM 025537101 205,352 1,501 SH SOLE 1,147 0 354
CELESTICA INC COM 15101Q207 12,885,101 35,321 SH SOLE 21,679 0 13,642
MARVELL TECHNOLOGY INC COM 573874104 19,065,258 64,001 SH SOLE 36,637 0 27,364
INTERDIGITAL INC COM 45867G101 3,772,990 13,326 SH SOLE 11,956 0 1,370
LEMAITRE VASCULAR INC COM 525558201 2,684,001 27,970 SH SOLE 24,556 0 3,414
KINDER MORGAN INC DEL COM 49456B101 421,205 13,175 SH SOLE 10,300 0 2,875
AAON INC COM PAR $0.004 000360206 467,733 3,687 SH SOLE 3,687 0 0
TAT TECHNOLOGIES LTD ORD NEW M8740S227 2,329,268 48,295 SH SOLE 42,370 0 5,925
ONTO INNOVATION INC COM 683344105 426,135 1,126 SH SOLE 1,126 0 0
AXSOME THERAPEUTICS INC. COM 05464T104 3,578,293 14,619 SH SOLE 13,146 0 1,473