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 1,976,381 7,854 SH SOLE 5,516 0 2,338
ABIVAX SA SPONSORED ADS 00370M103 174,547,280 1,309,825 SH SOLE 1,212,380 0 97,445
ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109 91,540,985 4,267,645 SH SOLE 3,946,594 0 321,051
ADVANCED MICRO DEVICES INC COM 007903107 234,153,542 403,081 SH SOLE 305,273 0 97,808
AFFIRM HLDGS INC COM CL A 00827B106 110,271,910 1,352,200 SH SOLE 1,223,710 0 128,490
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 75,974,872 252,383 SH SOLE 201,760 0 50,623
ALPHABET INC CAP STK CL A 02079K305 1,339,806,415 3,749,074 SH SOLE 3,118,498 0 630,576
ALPHABET INC CAP STK CL C 02079K107 20,357,815 57,617 SH SOLE 48,076 0 9,541
AMAZON COM INC COM 023135106 204,926,241 859,806 SH SOLE 634,465 0 225,341
AMER SPORTS INC COM SHS G0260P102 214,712,179 6,344,923 SH SOLE 5,566,012 0 778,911
AMETEK INC COM 031100100 175,115,699 723,798 SH SOLE 599,681 0 124,117
AMGEN INC COM 031162100 6,173,060 17,047 SH SOLE 12,302 0 4,745
ANALOG DEVICES INC COM 032654105 50,220,312 126,445 SH SOLE 98,605 0 27,840
ANTERO MIDSTREAM CORP COM 03676B102 3,035,123 133,412 SH SOLE 133,412 0 0
API GROUP CORP COM STK 00187Y100 260,634,647 6,154,301 SH SOLE 5,183,910 0 970,391
APPLE INC COM 037833100 744,747,287 2,573,774 SH SOLE 1,960,318 0 613,456
APPLIED DIGITAL CORP COM NEW 038169207 38,778,609 1,039,641 SH SOLE 987,961 0 51,680
APPLIED INDL TECHNOLOGIES IN COM 03820C105 96,606,412 285,691 SH SOLE 271,616 0 14,075
APPLIED MATLS INC COM 038222105 148,642,862 205,592 SH SOLE 160,140 0 45,452
APPLIED OPTOELECTRONICS INC COM 03823U102 36,973,772 249,553 SH SOLE 237,073 0 12,480
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 105,970,698 952,032 SH SOLE 806,317 0 145,715
ARGENX SE SPONSORED ADR 04016X101 52,958,761 57,082 SH SOLE 53,675 0 3,407
ARISTA NETWORKS INC COM SHS 040413205 223,748,310 1,317,096 SH SOLE 938,406 0 378,690
ASCENDIS PHARMA A/S ORD SHS K08588103 1,279,793,795 4,798,267 SH SOLE 4,031,306 0 766,961
ASML HLDG NV N Y REGISTRY SHS N07059210 114,253,539 57,430 SH SOLE 45,440 0 11,990
ASTERA LABS INC COM 04626A103 120,416,534 249,299 SH SOLE 202,760 0 46,539
AUTOZONE INC COM 053332102 74,769,700 23,395 SH SOLE 18,914 0 4,481
AVIENT CORPORATION COM 05368V106 57,285,745 1,549,939 SH SOLE 1,473,684 0 76,255
AXON ENTERPRISE INC COM 05464C101 836,144,444 1,491,490 SH SOLE 1,189,992 0 301,498
AXSOME THERAPEUTICS INC. COM 05464T104 35,527,142 145,145 SH SOLE 131,345 0 13,800
BANCO BILBAO VIZCAYA ARGENTA SPONSORED ADR 05946K101 6,743,746 269,104 SH SOLE 194,194 0 74,910
BANK OF AMER CORP COM 060505104 13,685,855 240,187 SH SOLE 164,419 0 75,768
BIRKENSTOCK HOLDING PLC COM SHS M2029K104 84,645,260 1,967,122 SH SOLE 1,871,217 0 95,905
BLOOM ENERGY CORP COM CL A 093712107 3,199,539 10,570 SH SOLE 10,570 0 0
BOSTON SCIENTIFIC CORP COM 101137107 1,467,253 34,378 SH SOLE 25,549 0 8,829
BRAZE INC COM CL A 10576N102 56,774,269 2,617,532 SH SOLE 2,487,296 0 130,236
BRIGHTSPRING HEALTH SVCS INC COM 10950A106 62,612,851 897,804 SH SOLE 834,529 0 63,275
BROADCOM INC COM 11135F101 587,976,343 1,556,522 SH SOLE 1,229,725 0 326,797
BUILDERS FIRSTSOURCE INC COM 12008R107 58,736,551 656,421 SH SOLE 624,036 0 32,385
BUNGE GLOBAL SA COM SHS H11356104 4,990,588 46,759 SH SOLE 33,829 0 12,930
CALIX INC COM 13100M509 49,431,609 1,324,534 SH SOLE 1,258,599 0 65,935
CAMECO CORP COM 13321L108 316,785 3,110 SH SOLE 3,110 0 0
CARPENTER TECHNOLOGY CORP COM 144285103 193,738,341 314,082 SH SOLE 284,161 0 29,921
CASELLA WASTE SYS INC CL A 147448104 78,790,549 812,525 SH SOLE 774,268 0 38,257
CATERPILLAR INC COM 149123101 185,952,922 174,620 SH SOLE 126,372 0 48,248
CELCUITY INC COM 15102K100 43,711,910 417,816 SH SOLE 396,986 0 20,830
CELSIUS HLDGS INC COM NEW 15118V207 155,900,804 5,324,481 SH SOLE 4,926,611 0 397,870
CENCORA INC COM 03073E105 113,208,499 400,058 SH SOLE 320,121 0 79,937
CHENIERE ENERGY INC COM NEW 16411R208 54,607,920 228,475 SH SOLE 188,232 0 40,243
CIENA CORP COM NEW 171779309 10,277,232 20,950 SH SOLE 20,950 0 0
CITIGROUP INC COM NEW 172967424 85,112,990 608,124 SH SOLE 486,144 0 121,980
CLEAN HARBORS INC COM 184496107 80,168,965 268,348 SH SOLE 242,858 0 25,490
CLOUDFLARE INC CL A COM 18915M107 204,931,901 835,502 SH SOLE 625,444 0 210,058
COCA COLA CO COM 191216100 10,855,965 133,579 SH SOLE 96,591 0 36,988
COEUR MNG INC COM NEW 192108504 44,854,557 2,748,441 SH SOLE 2,542,301 0 206,140
COHERENT CORP COM 19247G107 114,806,662 291,040 SH SOLE 244,985 0 46,055
COMFORT SYS USA INC COM 199908104 704,451,409 355,433 SH SOLE 287,835 0 67,598
CORE SCIENTIFIC INC NEW COM 21874A106 61,669,187 2,409,894 SH SOLE 2,181,004 0 228,890
CORNING INC COM 219350105 47,108,373 184,428 SH SOLE 147,288 0 37,140
CORPAY INC COM SHS 219948106 34,651,748 103,975 SH SOLE 84,050 0 19,925
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105 59,006,708 216,976 SH SOLE 180,027 0 36,949
CSX CORP COM 126408103 149,929,537 3,154,419 SH SOLE 2,257,394 0 897,025
CUMMINS INC COM 231021106 10,975,589 15,389 SH SOLE 11,129 0 4,260
D R HORTON INC COM 23331A109 356,707 2,190 SH SOLE 2,190 0 0
DANAHER CORP DEL COM 235851102 2,101,566 11,033 SH SOLE 8,993 0 2,040
DESCARTES SYS GROUP INC COM 249906108 57,845,658 835,437 SH SOLE 775,867 0 59,570
DEXCOM INC COM 252131107 1,750,427 25,990 SH SOLE 22,832 0 3,158
DIAMONDBACK ENERGY INC COM 25278X109 37,390,041 212,709 SH SOLE 190,457 0 22,252
DIANTHUS THERAPEUTICS INC COM 252828108 30,697,817 314,914 SH SOLE 299,364 0 15,550
DOMINION ENERGY INC COM 25746U109 3,622,785 53,050 SH SOLE 53,050 0 0
DOORDASH INC CL A 25809K105 74,132,450 401,737 SH SOLE 321,896 0 79,841
DORMAN PRODS INC COM 258278100 45,138,888 330,809 SH SOLE 314,614 0 16,195
DPC HOLDINGS PLC ORDINARY SHARES G2R11M108 1,471,800 30,000 SH SOLE 30,000 0 0
DUTCH BROS INC CL A 26701L100 156,833,112 2,184,001 SH SOLE 2,023,049 0 160,952
D-WAVE QUANTUM INC COM 26740W109 31,502,732 1,313,161 SH SOLE 1,248,321 0 64,840
DYCOM INDS INC COM 267475101 71,782,657 141,978 SH SOLE 128,459 0 13,519
DYNATRACE INC COM NEW 268150109 186,583,645 4,249,229 SH SOLE 3,950,508 0 298,721
EAST WEST BANCORP INC COM 27579R104 83,862,157 649,641 SH SOLE 606,541 0 43,100
ELI LILLY & CO COM 532457108 499,840,862 416,732 SH SOLE 328,219 0 88,513
ENPRO INC COM 29355X107 108,010,799 286,554 SH SOLE 266,083 0 20,471
ENTEGRIS INC COM 29362U104 62,043,788 344,956 SH SOLE 278,854 0 66,102
EQT CORP COM 26884L109 565,729 10,640 SH SOLE 10,640 0 0
EQUINIX INC COM 29444U700 4,974,285 4,772 SH SOLE 3,476 0 1,296
EVERPURE INC CL A 74624M102 127,006,190 1,611,958 SH SOLE 1,389,733 0 222,225
EVERUS CONSTR GROUP COM 300426103 36,686,069 221,067 SH SOLE 210,082 0 10,985
FABRINET SHS G3323L100 54,732,897 97,376 SH SOLE 88,465 0 8,911
FASTENAL CO COM 311900104 27,497,103 572,498 SH SOLE 458,683 0 113,815
FEDEX CORP COM 31428X106 4,019,650 12,837 SH SOLE 9,307 0 3,530
FIFTH THIRD BANCORP COM 316773100 40,079,931 711,015 SH SOLE 567,092 0 143,923
FIRST CTZNS BANCSHARES INC D CL A 31946M103 6,627,316 3,185 SH SOLE 3,185 0 0
FIRSTCASH HOLDINGS INC COM 33768G107 149,928,147 693,085 SH SOLE 645,300 0 47,785
FLEX LTD ORD Y2573F102 50,891,259 314,008 SH SOLE 262,260 0 51,748
FORGENT POWER SOLUTIONS INC COM SHS CL A 34631F102 76,580,038 1,370,928 SH SOLE 1,303,378 0 67,550
FREEPORT MCMORAN INC CL B 35671D857 38,556,464 613,078 SH SOLE 572,596 0 40,482
FTAI AVIATION LTD SHS G3730V105 794,608,199 2,937,228 SH SOLE 2,541,835 0 395,393
GARMIN LTD SHS H2906T109 204,535,458 861,057 SH SOLE 668,687 0 192,370
GE AEROSPACE COM NEW 369604301 5,677,332 15,191 SH SOLE 11,011 0 4,180
GE VERNOVA INC COM 36828A101 283,461,275 241,272 SH SOLE 169,565 0 71,707
GILEAD SCIENCES INC COM 375558103 162,679,071 1,287,629 SH SOLE 974,963 0 312,666
GLAUKOS CORP COM 377322102 67,561,521 483,411 SH SOLE 449,709 0 33,702
GLOBE LIFE INC COM 37959E102 137,760,493 770,990 SH SOLE 699,670 0 71,320
GOLDMAN SACHS GROUP INC COM 38141G104 7,142,295 7,062 SH SOLE 5,099 0 1,963
GUARDANT HEALTH INC COM 40131M109 243,717,584 1,624,459 SH SOLE 1,499,854 0 124,605
GUIDEWIRE SOFTWARE INC COM 40171V100 103,280,418 839,337 SH SOLE 781,009 0 58,328
HAPPEN INC COM NEW 52603A208 51,852,779 2,500,134 SH SOLE 2,376,279 0 123,855
HEALTHEQUITY INC COM 42226A107 63,523,230 703,313 SH SOLE 668,725 0 34,588
HEICO CORP NEW CL A 422806208 5,191,728 20,130 SH SOLE 20,130 0 0
HERSHEY CO COM 427866108 5,118,403 29,173 SH SOLE 21,043 0 8,130
HILTON WORLDWIDE HLDGS INC COM 43300A203 49,547,951 149,936 SH SOLE 119,016 0 30,920
HOME DEPOT INC COM 437076102 2,122,076 6,017 SH SOLE 5,502 0 515
HOULIHAN LOKEY INC CL A 441593100 62,157,854 463,415 SH SOLE 440,487 0 22,928
HOWMET AEROSPACE INC COM 443201108 516,608,027 1,921,476 SH SOLE 1,425,370 0 496,106
HUNT J B TRANS SVCS INC COM 445658107 71,142,938 245,804 SH SOLE 199,423 0 46,381
IDEX CORP COM 45167R104 116,553,350 513,564 SH SOLE 464,720 0 48,844
IDEXX LABS INC COM 45168D104 73,662,240 139,925 SH SOLE 113,128 0 26,797
IMAX CORP COM 45245E109 105,788,998 2,654,014 SH SOLE 2,520,599 0 133,415
IMPINJ INC COM 453204109 38,764,627 270,646 SH SOLE 244,916 0 25,730
INDIVIOR PHARMACEUTICALS INC COM 45579U109 42,720,067 1,041,191 SH SOLE 988,342 0 52,849
INNODATA INC COM NEW 457642205 28,349,378 375,091 SH SOLE 356,511 0 18,580
INSMED INC COM PAR $.01 457669307 173,743,795 1,629,561 SH SOLE 1,410,055 0 219,506
INSULET CORP COM 45784P101 53,701,163 352,717 SH SOLE 318,555 0 34,162
INTUITIVE SURGICAL INC COM NEW 46120E602 1,818,193 4,572 SH SOLE 3,300 0 1,272
IONIS PHARMACEUTICALS INC COM 462222100 335,635 4,233 SH SOLE 2,965 0 1,268
IRHYTHM HOLDINGS INC COM 450056106 34,367,510 288,924 SH SOLE 274,096 0 14,828
ISHARES INC MSCI AUST ETF 464286103 474,496 16,850 SH SOLE 16,850 0 0
ISHARES INC MSCI BRAZIL ETF 464286400 417,105 12,090 SH SOLE 12,090 0 0
ISHARES TR RUS MD CP GR ETF 464287481 724,628 4,949 SH SOLE 4,949 0 0
ITT INC COM 45073V108 164,216,344 830,382 SH SOLE 682,054 0 148,328
JABIL INC COM 466313103 51,956,008 134,783 SH SOLE 110,683 0 24,100
JFROG LTD ORD SHS M6191J100 101,291,304 1,114,561 SH SOLE 1,029,276 0 85,285
JOHNSON & JOHNSON COM 478160104 9,085,015 35,772 SH SOLE 35,772 0 0
JONES LANG LASALLE INC COM 48020Q107 123,500,507 398,453 SH SOLE 360,620 0 37,833
KAISER ALUMINIUM CORPORATION COM PAR $0.01 483007704 31,978,658 163,465 SH SOLE 155,390 0 8,075
KARMAN HLDGS INC COMMON STOCK 485924104 1,737,216 34,800 SH SOLE 34,800 0 0
KEYCORP COM 493267108 149,674,414 6,493,467 SH SOLE 5,831,639 0 661,828
KEYSIGHT TECHNOLOGIES INC COM 49338L103 47,227,081 134,908 SH SOLE 109,447 0 25,461
KODIAK GAS SVCS INC COM 50012A108 30,211,726 402,126 SH SOLE 384,566 0 17,560
KRYSTAL BIOTECH INC COM 501147102 36,686,431 98,707 SH SOLE 93,827 0 4,880
LAM RESEARCH CORP COM NEW 512807306 123,765,288 285,614 SH SOLE 209,235 0 76,379
LATTICE SEMICONDUCTOR CORP COM 518415104 58,400,587 381,803 SH SOLE 363,486 0 18,317
LEGENCE CORP CL A 52476L109 114,375,506 1,341,963 SH SOLE 1,254,288 0 87,675
LEGEND BIOTECH CORP SPONSORED ADS 52490G102 127,940,224 4,430,063 SH SOLE 4,091,220 0 338,843
LIFE TIME GROUP HOLDINGS INC COMMON STOCK 53190C102 244,846,173 5,995,254 SH SOLE 5,607,099 0 388,155
LINCOLN ELEC HLDGS INC COM 533900106 114,350,112 430,681 SH SOLE 389,761 0 40,920
LIVE NATION ENTERTAINMENT IN COM 538034109 108,174,743 590,764 SH SOLE 473,542 0 117,222
LPL FINL HLDGS INC COM 50212V100 223,389,290 793,061 SH SOLE 692,741 0 100,320
LUMENTUM HLDGS INC COM 55024U109 46,169,789 53,807 SH SOLE 43,661 0 10,146
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 66,926,743 175,952 SH SOLE 159,227 0 16,725
MADRIGAL PHARMACEUTICALS INC COM 558868105 50,436,250 93,931 SH SOLE 88,961 0 4,970
MAREX GROUP PLC ORD G5S37H101 41,974,132 688,665 SH SOLE 656,075 0 32,590
MARRIOTT INTL INC NEW CL A 571903202 147,851,416 398,962 SH SOLE 286,837 0 112,125
MARVELL TECHNOLOGY INC COM 573874104 3,929,988 13,193 SH SOLE 8,331 0 4,862
MASTEC INC COM 576323109 155,796,579 374,457 SH SOLE 343,769 0 30,688
MCKESSON CORP COM 58155Q103 5,209,862 6,895 SH SOLE 4,978 0 1,917
MERCK & CO INC COM 58933Y105 6,848,665 53,297 SH SOLE 50,175 0 3,122
META PLATFORMS INC CL A 30303M102 381,566,445 677,389 SH SOLE 536,194 0 141,195
MIAMI INTL HLDGS INC COM 59356Q108 26,039,536 700,741 SH SOLE 665,501 0 35,240
MICROCHIP TECHNOLOGY INC. COM 595017104 149,486,918 1,639,111 SH SOLE 1,437,164 0 201,947
MICRON TECHNOLOGY INC COM 595112103 263,412,188 228,203 SH SOLE 186,399 0 41,804
MICROSOFT CORP COM 594918104 527,559,770 1,414,294 SH SOLE 1,070,964 0 343,330
MITSUBISHI UFJ FINANCIAL GRO SPONSORED ADS 606822104 10,238,517 514,757 SH SOLE 372,487 0 142,270
MKS INC. COM 55306N104 413,048,645 928,617 SH SOLE 792,789 0 135,828
MONGODB INC CL A 60937P106 50,134,909 149,255 SH SOLE 119,512 0 29,743
MORGAN STANLEY COM NEW 617446448 196,614,709 940,560 SH SOLE 661,450 0 279,110
MSCI INC COM 55354G100 96,303,610 171,958 SH SOLE 141,013 0 30,945
MUELLER INDS INC COM 624756102 15,463,488 125,791 SH SOLE 90,966 0 34,825
NASDAQ INC COM 631103108 50,106,934 635,713 SH SOLE 515,028 0 120,685
NATERA INC COM 632307104 197,243,187 726,628 SH SOLE 618,263 0 108,365
NETFLIX INC. COM 64110L106 20,765,475 290,833 SH SOLE 290,833 0 0
NEWAMSTERDAM PHARMA COMPANY ORDINARY SHARES N62509109 52,071,036 1,536,472 SH SOLE 1,419,082 0 117,390
NEXTERA ENERGY INC COM 65339F101 7,628,968 86,920 SH SOLE 86,920 0 0
NEXTPOWER INC CLASS A COM 65290E101 102,150,517 857,399 SH SOLE 814,649 0 42,750
NOVO-NORDISK A S ADR 670100205 747,816 15,599 SH SOLE 10,851 0 4,748
NUVALENT INC COM 670703107 72,319,501 585,583 SH SOLE 556,358 0 29,225
NVIDIA CORPORATION COM 67066G104 1,616,712,338 8,079,926 SH SOLE 6,425,613 0 1,654,313
NXP SEMICONDUCTORS N V COM N6596X109 63,893,952 227,356 SH SOLE 185,981 0 41,375
ONTO INNOVATION INC COM 683344105 113,301,496 299,383 SH SOLE 279,918 0 19,465
OREILLY AUTOMOTIVE INC COM 67103H107 85,943,469 933,255 SH SOLE 683,645 0 249,610
ORUKA THERAPEUTICS INC COM 687604108 60,093,479 631,433 SH SOLE 598,463 0 32,970
PACKAGING CORP AMER COM 695156109 84,897,019 356,291 SH SOLE 322,481 0 33,810
PALO ALTO NETWORKS INC COM 697435105 224,504,060 658,331 SH SOLE 523,931 0 134,400
PALOMAR HLDGS INC COM 69753M105 84,536,457 668,854 SH SOLE 636,690 0 32,164
PARKER-HANNIFIN CORP COM 701094104 6,959,324 7,115 SH SOLE 5,140 0 1,975
PATTERN GROUP INC COM SER A 70339W104 41,718,897 1,656,169 SH SOLE 1,576,014 0 80,155
PENUMBRA INC COM 70975L107 41,487,656 131,394 SH SOLE 118,681 0 12,713
PERMIAN RESOURCES CORP CLASS A COM 71424F105 105,984,308 5,756,888 SH SOLE 5,344,743 0 412,145
PFIZER INC COM 717081103 3,901,514 162,023 SH SOLE 162,023 0 0
PLANET LABS PBC COM CL A 72703X106 113,569,872 3,428,007 SH SOLE 3,197,787 0 230,220
PLEXUS CORP COM 729132100 96,758,011 321,808 SH SOLE 306,013 0 15,795
PRAXIS PRECISION MEDICINES I COM NEW 74006W207 73,284,861 218,898 SH SOLE 202,373 0 16,525
PRIMORIS SVCS CORP COM 74164F103 73,100,306 737,493 SH SOLE 702,250 0 35,243
PROCORE TECHNOLOGIES INC COM 74275K108 40,190,119 989,417 SH SOLE 942,673 0 46,744
PTC THERAPEUTICS INC COM 69366J200 159,563,645 1,956,156 SH SOLE 1,820,123 0 136,033
PULMONX CORP COM 745848101 143,000 110,000 SH SOLE 110,000 0 0
QUANTA SVCS INC COM 74762E102 238,685,542 331,489 SH SOLE 241,997 0 89,492
QUANTINUUM INC CL A COM 74768A104 7,879,409 96,396 SH SOLE 91,466 0 4,930
RADNET INC COM 750491102 60,161,675 975,542 SH SOLE 924,780 0 50,762
RAMBUS INC DEL COM 750917106 51,212,552 385,811 SH SOLE 367,096 0 18,715
RANPAK HOLDINGS CORP COM CL A 75321W103 1,901,316 260,098 SH SOLE 260,098 0 0
RED ROCK RESORTS INC CL A 75700L108 82,077,029 1,261,559 SH SOLE 1,141,164 0 120,395
REGAL REXNORD CORPORATION COM 758750103 204,123,113 856,976 SH SOLE 781,285 0 75,691
RELAY THERAPEUTICS INC COM 75943R102 62,556,810 3,343,496 SH SOLE 3,168,269 0 175,227
REVOLUTION MEDICINES INC COM 76155X100 112,521,763 600,821 SH SOLE 517,446 0 83,375
RHYTHM PHARMACEUTICALS INC COM 76243J105 245,220,303 2,208,595 SH SOLE 2,038,730 0 169,865
RIGETTI COMPUTING INC COMMON STOCK 76655K103 37,708,911 1,951,807 SH SOLE 1,766,627 0 185,180
RINGCENTRAL INC CL A 76680R206 419,425 10,760 SH SOLE 10,760 0 0
RIOT PLATFORMS INC COM 767292105 27,757,954 1,013,804 SH SOLE 967,334 0 46,470
ROBINHOOD MKTS INC COM CL A 770700102 95,821,962 955,544 SH SOLE 775,571 0 179,973
ROBLOX CORP CL A 771049103 53,607,921 985,802 SH SOLE 798,691 0 187,111
ROCKET LAB CORP COM 773121108 214,888,621 2,114,005 SH SOLE 1,818,327 0 295,678
ROCKWELL AUTOMATION INC COM 773903109 117,401,415 237,136 SH SOLE 191,175 0 45,961
ROKU INC COM CL A 77543R102 98,985,184 716,557 SH SOLE 650,067 0 66,490
ROLLINS INC COM 775711104 5,488,935 131,503 SH SOLE 95,013 0 36,490
ROSS STORES INC COM 778296103 94,169,075 442,420 SH SOLE 359,143 0 83,277
ROYAL CARIBBEAN GROUP COM V7780T103 40,696,378 128,165 SH SOLE 101,338 0 26,827
RUBRIK INC. CL A 781154109 75,247,086 937,308 SH SOLE 848,279 0 89,029
RYMAN HOSPITALITY PPTYS INC COM 78377T107 28,075,963 218,405 SH SOLE 207,510 0 10,895
SAIA INC COM 78709Y105 64,677,962 153,571 SH SOLE 146,775 0 6,796
SALESFORCE INC COM 79466L302 73,161,088 467,006 SH SOLE 341,296 0 125,710
SAMSARA INC COM CL A 79589L106 189,276,373 5,836,459 SH SOLE 5,069,599 0 766,860
SANDISK CORP COM 80004C200 111,466,432 49,024 SH SOLE 35,503 0 13,521
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 48,958,249 50,734 SH SOLE 42,379 0 8,355
SEMTECH CORP COM 816850101 183,419,455 1,133,268 SH SOLE 993,866 0 139,402
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 63,678,142 1,333,853 SH SOLE 1,267,178 0 66,675
SERVICENOW INC COM 81762P102 235,661,989 2,373,711 SH SOLE 1,755,879 0 617,832
SHARKNINJA INC COM SHS G8068L108 153,541,302 1,008,349 SH SOLE 914,819 0 93,530
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 35,488,312 106,466 SH SOLE 101,203 0 5,263
SITIME CORP COM 82982T106 37,276,509 49,998 SH SOLE 45,237 0 4,761
SNOWFLAKE INC COM SHS 833445109 441,938,647 1,736,498 SH SOLE 1,312,720 0 423,778
SOPHIA GENETICS SA ORDINARY SHARES H82027105 189,873 32,907 SH SOLE 24,267 0 8,640
SOUTHERN COPPER CORP COM 84265V105 4,228,942 24,268 SH SOLE 24,268 0 0
SPDR SERIES TRUST ST STR SP BIOT 78464A870 1,190,077 7,520 SH SOLE 7,520 0 0
SPDR SERIES TRUST ST STR SP REGBNK 78464A698 922,901 12,330 SH SOLE 12,330 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 50,586,408 110,179 SH SOLE 88,899 0 21,280
SPROUTS FMRS MKT INC COM 85208M102 73,300,242 866,638 SH SOLE 823,413 0 43,225
SPX TECHNOLOGIES INC COM 78473E103 36,157,917 147,481 SH SOLE 140,246 0 7,235
STAG INDUSTRIAL INC COM 85254J102 246,134 6,467 SH SOLE 6,467 0 0
STEPSTONE GROUP INC COM CL A 85914M107 71,528,977 1,729,424 SH SOLE 1,643,679 0 85,745
SUMITOMO MITSUI FIN GRP INC SPONSORED ADR 86562M209 10,766,911 456,612 SH SOLE 330,197 0 126,415
SYNAPTICS INC COM 87157D109 28,160,084 226,677 SH SOLE 215,382 0 11,295
SYNOPSYS INC COM 871607107 101,193,710 226,856 SH SOLE 174,834 0 52,022
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 244,037,920 510,999 SH SOLE 364,115 0 146,884
TALEN ENERGY CORP COM 87422Q109 51,905,457 135,079 SH SOLE 122,179 0 12,900
TAPESTRY INC COM 876030107 248,343,835 1,696,569 SH SOLE 1,463,780 0 232,789
TARGA RES CORP COM 87612G101 76,990,519 287,128 SH SOLE 231,661 0 55,467
TARGET HOSPITALITY CORP COM 87615L107 42,833,633 2,103,813 SH SOLE 1,999,723 0 104,090
TECHNIPFMC PLC COM G87110105 136,557,381 2,059,689 SH SOLE 1,897,819 0 161,870
TERADYNE INC COM 880770102 66,039,624 136,491 SH SOLE 110,768 0 25,723
TERAWULF INC COM 88080T104 33,015,823 1,336,673 SH SOLE 1,209,653 0 127,020
TESLA INC COM 88160R101 21,202,695 50,411 SH SOLE 50,311 0 100
THERMO FISHER SCIENTIFIC INC COM 883556102 7,126,331 14,214 SH SOLE 13,739 0 475
TJX COS INC NEW COM 872540109 7,359,719 48,579 SH SOLE 35,084 0 13,495
TOAST INC CL A 888787108 38,203,008 1,373,221 SH SOLE 1,242,941 0 130,280
TRANE TECHNOLOGIES PLC SHS G8994E103 7,770,151 15,820 SH SOLE 11,920 0 3,900
TTM TECHNOLOGIES INC COM 87305R109 77,810,045 416,052 SH SOLE 376,522 0 39,530
UNITEDHEALTH GROUP INC COM 91324P102 1,403,583 3,377 SH SOLE 2,047 0 1,330
URANIUM ENERGY CORP COM 916896103 29,855,942 2,800,745 SH SOLE 2,660,810 0 139,935
VANGUARD INDEX FDS GROWTH ETF 922908736 1,995,521 23,166 SH SOLE 23,166 0 0
VAXCYTE INC COM 92243G108 143,722,240 2,472,428 SH SOLE 2,288,329 0 184,099
VERISIGN INC COM 92343E102 3,551,524 14,118 SH SOLE 10,198 0 3,920
VERTEX PHARMACEUTICALS INC COM 92532F100 1,087,342 2,189 SH SOLE 1,482 0 707
VERTIV HOLDINGS CO COM CL A 92537N108 353,021,161 1,054,361 SH SOLE 838,096 0 216,265
VIRTU FINL INC CL A 928254101 5,098,120 85,582 SH SOLE 61,912 0 23,670
VISA INC COM CL A 92826C839 261,572,839 762,403 SH SOLE 593,209 0 169,194
VISTRA CORP COM 92840M102 70,707,506 445,739 SH SOLE 396,265 0 49,474
VITA COCO CO INC COM 92846Q107 75,254,224 1,137,802 SH SOLE 1,081,957 0 55,845
WABTEC COM 929740108 671,304 2,490 SH SOLE 2,490 0 0
WALMART INC COM 931142103 10,022,491 88,491 SH SOLE 64,421 0 24,070
WASTE CONNECTIONS INC COM 94106B101 744,438 4,466 SH SOLE 4,466 0 0
WATSCO INC COM 942622200 4,086,871 9,807 SH SOLE 7,082 0 2,725
WILLIAMS COS INC COM 969457100 13,449,444 180,918 SH SOLE 180,918 0 0
WILLIAMS SONOMA INC COM 969904101 5,498,130 23,587 SH SOLE 17,087 0 6,500
WINGSTOP INC COM 974155103 1,952,597 11,260 SH SOLE 11,260 0 0
WINTRUST FINL CORP COM 97650W108 81,009,630 504,042 SH SOLE 480,093 0 23,949
WOODWARD INC COM 980745103 223,996,287 526,505 SH SOLE 483,077 0 43,428
WYNN RESORTS LTD COM 983134107 73,919,666 761,352 SH SOLE 688,642 0 72,710
XENON PHARMACEUTICALS INC COM 98420N105 90,980,266 1,507,294 SH SOLE 1,399,486 0 107,808
XPO INC COM 983793100 129,129,668 629,011 SH SOLE 579,761 0 49,250