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 866,145 3,442 SH SOLE 0 3,442 0
ADDUS HOMECARE CORP COM 006739106 585,238 5,825 SH SOLE 0 5,825 0
ADVANCED MICRO DEVICES INC COM 007903107 91,787,846 158,007 SH SOLE 0 149,467 8,540
AEROVIRONMENT INC COM 008073108 825,350 5,000 SH SOLE 0 5,000 0
AIRBNB INC COM CL A 009066101 1,474,502 10,304 SH SOLE 0 10,304 0
ALLIENT INC COM 019330109 1,255,849 12,201 SH SOLE 0 12,201 0
ALPHABET INC CAP STK CL A 02079K305 102,321,464 286,318 SH SOLE 0 271,388 14,930
ALPHABET INC CAP STK CL C 02079K107 6,981,094 19,758 SH SOLE 0 19,758 0
AMAZON COM INC COM 023135106 2,904,411 12,186 SH SOLE 0 12,186 0
AMERICAN EXPRESS CO COM 025816109 57,185,560 169,063 SH SOLE 0 159,893 9,170
AMERIPRISE FINL INC COM 03076C106 624,372 1,361 SH SOLE 0 1,361 0
ANALOG DEVICES INC COM 032654105 72,241,648 181,891 SH SOLE 0 171,841 10,050
APPLE INC COM 037833100 92,118,045 318,351 SH SOLE 0 302,531 15,820
APPLIED INDL TECHNOLOGIES IN COM 03820C105 1,307,288 3,866 SH SOLE 0 3,866 0
APPLIED MATLS INC COM 038222105 2,105,376 2,912 SH SOLE 0 2,912 0
APPLOVIN CORP COM CL A 03831W108 55,063,661 106,872 SH SOLE 0 101,192 5,680
ARCH CAP GROUP LTD ORD G0450A105 42,969,433 442,710 SH SOLE 0 418,479 24,231
ARISTA NETWORKS INC COM SHS 040413205 73,872,148 434,849 SH SOLE 0 412,439 22,410
ARLO TECHNOLOGIES INC COM 04206A101 727,165 53,944 SH SOLE 0 53,944 0
ARM HOLDINGS PLC SPONSORED ADS 042068205 3,020,936 8,520 SH SOLE 0 8,520 0
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 469,988 13,611 SH SOLE 0 13,611 0
AUTODESK INC COM 052769106 1,542,723 7,935 SH SOLE 0 7,935 0
AUTOMATIC DATA PROCESSING IN COM 053015103 1,281,666 5,723 SH SOLE 0 5,723 0
AVEANNA HEALTHCARE HLDGS INC COM 05356F105 2,684,724 313,270 SH SOLE 0 313,270 0
AVEPOINT INC COM CL A 053604104 702,172 62,638 SH SOLE 0 62,638 0
AZZ INC COM 002474104 8,126,790 52,414 SH SOLE 0 52,414 0
BANK OF NY MELLON CORP COM 064058100 1,788,826 12,370 SH SOLE 0 12,370 0
BARRICK MNG CORP COM SHS 06849F108 2,027,496 55,200 SH SOLE 0 55,200 0
BLUE BIRD CORP COM 095306106 2,791,394 35,352 SH SOLE 0 35,352 0
BOOKING HOLDINGS INC COM 09857L108 48,045,840 269,557 SH SOLE 0 255,032 14,525
BOX INC CL A 10316T104 710,051 26,754 SH SOLE 0 26,754 0
BP PLC SPONSORED ADR 055622104 2,450,524 66,320 SH SOLE 0 66,320 0
BRIGHTSPRING HEALTH SVCS INC COM 10950A106 3,468,449 49,734 SH SOLE 0 49,734 0
BRINKER INTL INC COM 109641100 3,472,392 20,669 SH SOLE 0 20,669 0
BRISTOL-MYERS SQUIBB CO COM 110122108 207,432 3,600 SH SOLE 0 3,600 0
BROADCOM INC COM 11135F101 100,294,136 265,504 SH SOLE 0 251,214 14,290
CADENCE DESIGN SYSTEM INC COM 127387108 52,589,838 140,120 SH SOLE 0 132,820 7,300
CANADIAN IMPERIAL BANK OF CO COM 136069101 3,907,700 33,980 SH SOLE 0 33,980 0
CARDINAL HEALTH INC COM 14149Y108 800,577 3,370 SH SOLE 0 3,370 0
CARGURUS INC COM CL A 141788109 584,541 17,147 SH SOLE 0 17,147 0
CATERPILLAR INC COM 149123101 1,532,391 1,439 SH SOLE 0 1,439 0
CBOE GLOBAL MKTS INC COM 12503M108 39,923,340 164,517 SH SOLE 0 155,857 8,660
CIENA CORP COM NEW 171779309 415,995 848 SH SOLE 0 848 0
CLEAR SECURE INC COM CL A 18467V109 3,619,162 64,941 SH SOLE 0 64,941 0
CME GROUP INC COM 12572Q105 1,324,980 6,000 SH SOLE 0 6,000 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104 2,852,996 28,510 SH SOLE 0 28,510 0
COHERENT CORP COM 19247G107 3,333,272 8,450 SH SOLE 0 8,450 0
COLGATE PALMOLIVE CO COM 194162103 364,886 3,980 SH SOLE 0 3,980 0
COLLEGIUM PHARMACEUTICAL INC COM 19459J104 2,675,035 73,896 SH SOLE 0 73,896 0
COMFORT SYS USA INC COM 199908104 102,611,497 51,773 SH SOLE 0 49,043 2,730
CONSOLIDATED EDISON INC COM 209115104 553,150 5,000 SH SOLE 0 5,000 0
COSTCO WHOLESALE CORPORATION COM 22160K105 61,969,275 66,244 SH SOLE 0 62,709 3,535
COVISTA INC COM 00737L103 3,304,113 26,505 SH SOLE 0 26,505 0
CUMMINS INC COM 231021106 818,765 1,148 SH SOLE 0 1,148 0
DARLING INGREDIENTS INC COM 237266101 745,181 13,643 SH SOLE 0 13,643 0
DAVITA INC COM 23918K108 591,352 2,658 SH SOLE 0 2,658 0
DELL TECHNOLOGIES INC CL C 24703L202 1,356,942 3,145 SH SOLE 0 3,145 0
DEXCOM INC COM 252131107 47,235,720 701,347 SH SOLE 0 662,647 38,700
DISNEY WALT CO COM 254687106 29,744,715 309,036 SH SOLE 0 292,686 16,350
DOCUSIGN INC COM 256163106 356,382 8,023 SH SOLE 0 8,023 0
DOLLAR GEN CORP COM 256677105 33,527,399 291,264 SH SOLE 0 275,064 16,200
DTE ENERGY CO COM 233331107 457,110 3,000 SH SOLE 0 3,000 0
ELASTIC N V ORD SHS N14506104 1,910,455 33,505 SH SOLE 0 33,505 0
ELI LILLY & CO COM 532457108 2,500,812 2,085 SH SOLE 0 2,085 0
ENTERGY CORP NEW COM 29364G103 689,160 6,000 SH SOLE 0 6,000 0
ETSY INC COM 29786A106 902,604 11,982 SH SOLE 0 11,982 0
EVERTEC INC COM 30040P103 498,929 17,960 SH SOLE 0 17,960 0
EVERUS CONSTR GROUP COM 300426103 692,177 4,171 SH SOLE 0 4,171 0
EXELON CORP COM 30161N101 512,820 11,000 SH SOLE 0 11,000 0
EXPEDIA GROUP INC COM NEW 30212P303 686,270 2,682 SH SOLE 0 2,682 0
EXTREME NETWORKS INC COM 30226D106 2,071,680 64,000 SH SOLE 0 64,000 0
EXXON MOBIL CORP COM 30231G102 27,257,046 199,364 SH SOLE 0 188,254 11,110
FABRINET SHS G3323L100 1,210,720 2,154 SH SOLE 0 2,154 0
FIRST FINL BANKSHARES INC COM 32020R109 381,534 11,027 SH SOLE 0 11,027 0
FIRST HORIZON CORPORATION COM 320517105 2,307,600 90,000 SH SOLE 0 90,000 0
FORTINET INC COM 34959E109 622,468 4,052 SH SOLE 0 4,052 0
GE AEROSPACE COM NEW 369604301 1,288,621 3,448 SH SOLE 0 3,448 0
GE VERNOVA INC COM 36828A101 1,136,090 967 SH SOLE 0 967 0
HASBRO INC COM 418056107 48,431,272 586,406 SH SOLE 0 554,356 32,050
HOWMET AEROSPACE INC COM 443201108 937,784 3,488 SH SOLE 0 3,488 0
HUBBELL INC COM 443510607 48,398,616 92,505 SH SOLE 0 87,445 5,060
HUBSPOT INC COM 443573100 493,690 2,705 SH SOLE 0 2,705 0
HUNTINGTON BANCSHARES INC COM 446150104 40,931,106 2,308,579 SH SOLE 0 2,181,129 127,450
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 1,805,993 20,749 SH SOLE 0 20,749 0
IRON MTN INC DEL COM 46284V101 1,263,100 10,000 SH SOLE 0 10,000 0
ISHARES TR MSCI INDIA ETF 46429B598 1,971,155 39,910 SH SOLE 0 39,910 0
JABIL INC COM 466313103 67,727,680 175,697 SH SOLE 0 166,197 9,500
JOHNSON & JOHNSON COM 478160104 40,557,993 159,696 SH SOLE 0 150,886 8,810
JPMORGAN CHASE & CO COM 46625H100 49,626,501 151,610 SH SOLE 0 143,320 8,290
KAISER ALUMINIUM CORPORATION COM PAR $0.01 483007704 760,609 3,888 SH SOLE 0 3,888 0
KINROSS GOLD CORP COM 496902404 2,806,528 118,820 SH SOLE 0 118,820 0
KLA CORP COM NEW 482480100 137,447,309 455,561 SH SOLE 0 430,161 25,400
KULICKE & SOFFA INDS INC COM 501242101 1,334,122 9,974 SH SOLE 0 9,974 0
LAM RESEARCH CORP COM NEW 512807306 76,156,448 175,747 SH SOLE 0 166,267 9,480
LEMAITRE VASCULAR INC COM 525558201 679,877 7,085 SH SOLE 0 7,085 0
LUMENTUM HLDGS INC COM 55024U109 1,041,685 1,214 SH SOLE 0 1,214 0
MARATHON PETE CORP COM 56585A102 25,087,363 98,124 SH SOLE 0 92,644 5,480
MASTERCARD INCORPORATED CL A 57636Q104 477,648 930 SH SOLE 0 930 0
MATADOR RES CO COM 576485205 633,849 12,733 SH SOLE 0 12,733 0
MCKESSON CORP COM 58155Q103 50,049,433 66,238 SH SOLE 0 62,657 3,581
MEDPACE HLDGS INC COM 58506Q109 57,815,340 109,170 SH SOLE 0 103,470 5,700
MERIT MED SYS INC COM 589889104 450,155 6,492 SH SOLE 0 6,492 0
META PLATFORMS INC CL A 30303M102 51,182,219 90,863 SH SOLE 0 86,133 4,730
METLIFE INC COM 59156R108 2,538,300 30,000 SH SOLE 0 30,000 0
METROPOLITAN BK HLDG CORP COM 591774104 697,246 7,060 SH SOLE 0 7,060 0
MICRON TECHNOLOGY INC COM 595112103 3,056,560 2,648 SH SOLE 0 2,648 0
MICROSOFT CORP COM 594918104 69,718,184 186,902 SH SOLE 0 177,702 9,200
MONGODB INC CL A 60937P106 445,739 1,327 SH SOLE 0 1,327 0
MUELLER WTR PRODS INC COM SER A 624758108 853,682 33,050 SH SOLE 0 33,050 0
MURPHY USA INC COM 626755102 430,018 798 SH SOLE 0 798 0
MYR GROUP INC COM 55405W104 868,194 1,735 SH SOLE 0 1,735 0
NCINO INC COM 63947X101 274,517 16,790 SH SOLE 0 16,790 0
NETFLIX INC. COM 64110L106 32,937,962 461,316 SH SOLE 0 436,116 25,200
NEUROCRINE BIOSCIENCES INC COM 64125C109 488,752 2,900 SH SOLE 0 2,900 0
NORTHERN TR CORP COM 665859104 695,360 4,000 SH SOLE 0 4,000 0
NUTEX HEALTH INC COM 67079U306 2,250,280 13,168 SH SOLE 0 13,168 0
NVIDIA CORPORATION COM 67066G104 14,422,087 72,078 SH SOLE 0 72,078 0
OKTA INC CL A 679295105 55,449,187 406,370 SH SOLE 0 384,630 21,740
PACS GROUP INC COM SHS 69380Q107 1,038,710 24,360 SH SOLE 0 24,360 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 586,267 5,025 SH SOLE 0 5,025 0
PARKER-HANNIFIN CORP COM 701094104 84,950,700 86,851 SH SOLE 0 82,051 4,800
PAYLOCITY HLDG CORP COM 70438V106 988,331 9,455 SH SOLE 0 9,455 0
PEGASYSTEMS INC COM 705573103 301,049 10,045 SH SOLE 0 10,045 0
PHIBRO ANIMAL HEALTH CORP CL A COM 71742Q106 797,780 25,407 SH SOLE 0 25,407 0
PHILLIPS 66 COM 718546104 1,716,534 10,154 SH SOLE 0 10,154 0
PINTEREST INC CL A 72352L106 246,051 11,700 SH SOLE 0 11,700 0
PLEXUS CORP COM 729132100 1,341,890 4,463 SH SOLE 0 4,463 0
POWER INTEGRATIONS INC COM 739276103 683,817 8,164 SH SOLE 0 8,164 0
Q2 HLDGS INC COM 74736L109 1,454,592 30,241 SH SOLE 0 30,241 0
QUALYS INC COM 74758T303 864,675 6,289 SH SOLE 0 6,289 0
QUANTA SVCS INC COM 74762E102 3,351,066 4,654 SH SOLE 0 4,654 0
REDDIT INC CL A 75734B100 926,744 5,339 SH SOLE 0 5,339 0
RESMED INC COM 761152107 251,395 1,290 SH SOLE 0 1,290 0
ROCKWELL AUTOMATION INC COM 773903109 3,055,139 6,171 SH SOLE 0 6,171 0
ROKU INC COM CL A 77543R102 2,368,134 17,143 SH SOLE 0 17,143 0
ROSS STORES INC COM 778296103 540,639 2,540 SH SOLE 0 2,540 0
RUBRIK INC. CL A 781154109 1,063,469 13,247 SH SOLE 0 13,247 0
SANDISK CORP COM 80004C200 3,396,953 1,494 SH SOLE 0 1,494 0
SCHWAB CHARLES CORP COM 808513105 38,700,898 419,431 SH SOLE 0 397,281 22,150
SENTINELONE INC CL A 81730H109 474,413 27,956 SH SOLE 0 27,956 0
SNOWFLAKE INC COM SHS 833445109 1,063,810 4,180 SH SOLE 0 4,180 0
STATE STR CORP COM 857477103 1,231,126 7,259 SH SOLE 0 7,259 0
STEEL DYNAMICS INC COM 858119100 1,376,760 6,000 SH SOLE 0 6,000 0
STEPSTONE GROUP INC COM CL A 85914M107 533,916 12,909 SH SOLE 0 12,909 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 6,719,410 14,070 SH SOLE 0 14,070 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 1,690,865 6,764 SH SOLE 0 6,764 0
TAPESTRY INC COM 876030107 52,535,636 358,899 SH SOLE 0 339,969 18,930
TESLA INC COM 88160R101 1,875,035 4,458 SH SOLE 0 4,458 0
TJX COS INC NEW COM 872540109 43,075,541 284,327 SH SOLE 0 268,867 15,460
UPWORK INC COM 91688F104 447,084 53,479 SH SOLE 0 53,479 0
VALERO ENERGY CORP COM 91913Y100 2,403,861 9,230 SH SOLE 0 9,230 0
VEEVA SYS INC CL A COM 922475108 20,188,987 113,760 SH SOLE 0 107,570 6,190
VERTIV HOLDINGS CO COM CL A 92537N108 385,043 1,150 SH SOLE 0 1,150 0
VICI PPTYS INC COM 925652109 1,858,500 70,000 SH SOLE 0 70,000 0
VICOR CORP COM 925815102 975,275 2,568 SH SOLE 0 2,568 0
VISA INC COM CL A 92826C839 1,458,133 4,250 SH SOLE 0 4,250 0
VULCAN MATLS CO COM 929160109 590,020 2,000 SH SOLE 0 2,000 0
WATERS CORP COM 941848103 31,174,450 83,123 SH SOLE 0 78,513 4,610
WATTS WATER TECHNOLOGIES INC CL A 942749102 2,629,370 6,717 SH SOLE 0 6,717 0
WAYFAIR INC CL A 94419L101 207,021 2,240 SH SOLE 0 2,240 0
WAYSTAR HLDG CORP COM 946784105 599,497 29,201 SH SOLE 0 29,201 0
WEC ENERGY GROUP INC COM 92939U106 1,837,960 15,740 SH SOLE 0 15,740 0
WESTERN DIGITAL CORP COM 958102105 2,638,552 4,131 SH SOLE 0 4,131 0
WORKDAY INC CL A 98138H101 979,360 8,000 SH SOLE 0 8,000 0
XYLEM INC COM 98419M100 709,260 6,000 SH SOLE 0 6,000 0
ZURN ELKAY WATER SOLNS CORP COM 98983L108 2,360,357 46,712 SH SOLE 0 46,712 0