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
AAR CORP COM 000361105 14,635,460 102,396 SH SOLE 78,001 0 24,395
ADVANCED ENERGY INDS COM 007973100 15,491,257 41,546 SH SOLE 34,134 0 7,412
ADVANCED MICRO DEVICES INC COM 007903107 510,808,686 879,325 SH SOLE 523,779 0 355,546
AERCAP HOLDINGS NV SHS N00985106 100,066,745 686,423 SH SOLE 88,098 0 598,325
ALPHABET INC CAP STK CL A 02079K305 1,144,988,107 3,203,929 SH SOLE 1,351,569 0 1,852,360
AMAZON COM INC COM 023135106 655,682,159 2,751,037 SH SOLE 1,077,010 0 1,674,027
AMERICA MOVIL SAB DE CV SPON ADS RP CL B 02390A101 36,606,395 1,408,480 SH SOLE 737,290 0 671,190
AMPHENOL CORP NEW CL A 032095101 67,622,246 383,520 SH SOLE 24,075 0 359,445
APPLE INC COM 037833100 182,701,615 631,399 SH SOLE 72,314 0 559,085
APPLIED OPTOELECTRONICS INC COM 03823U102 9,360,452 63,178 SH SOLE 52,154 0 11,024
ARCHROCK INC COM 03957W106 16,774,718 412,054 SH SOLE 313,806 0 98,248
ARGAN INC COM 04010E109 14,917,713 18,681 SH SOLE 14,726 0 3,955
ASML HLDG NV N Y REGISTRY SHS N07059210 864,918,987 434,755 SH SOLE 251,303 0 183,452
ASTRAZENECA PLC SPONSORED ADR G0593M107 6,588,537 34,746 SH SOLE 21,661 0 13,085
ATMUS FILTRATION TECHNOLOGIE COM 04956D107 4,087,613 80,165 SH SOLE 61,320 0 18,845
AXON ENTERPRISE INC COM 05464C101 31,228,219 55,704 SH SOLE 3,174 0 52,530
AXSOME THERAPEUTICS INC COM 05464T104 5,539,390 22,631 SH SOLE 17,248 0 5,383
AXT INC COM 00246W103 4,774,003 66,232 SH SOLE 50,489 0 15,743
BLOOM ENERGY CORP COM CL A 093712107 22,214,548 73,388 SH SOLE 64,419 0 8,969
BOOT BARN HLDGS INC COM 099406100 11,114,180 67,658 SH SOLE 51,538 0 16,120
BRIDGEBIO PHARMA INC COM 10806X102 5,671,503 76,148 SH SOLE 58,093 0 18,055
BRIGHTSPRING HEALTH SVCS INC COM 10950A106 18,123,125 259,867 SH SOLE 197,895 0 61,972
BROADCOM INC COM 11135F101 153,667,944 406,798 SH SOLE 60,508 0 346,290
CASELLA WASTE SYS INC CL A 147448104 15,145,453 156,187 SH SOLE 121,702 0 34,485
CASEYS GEN STORES INC COM 147528103 23,633,081 29,735 SH SOLE 24,258 0 5,477
CELESTICA INC SUB VTG SHS 15101Q207 18,706,579 51,279 SH SOLE 41,745 0 9,534
CINTAS CORP COM 172908105 55,493,702 326,280 SH SOLE 37,782 0 288,498
CISCO SYS INC COM 17275R102 76,538,698 651,615 SH SOLE 67,456 0 584,159
COHERENT CORP COM 19247G107 2,379,838 6,033 SH SOLE 6,033 0 0
COMFORT SYS USA INC COM 199908104 2,404,105 1,213 SH SOLE 1,213 0 0
CORNING INC COM 219350105 4,368,364 17,102 SH SOLE 17,102 0 0
COSTCO WHSL CORP NEW COM 22160K105 54,036,489 57,764 SH SOLE 5,540 0 52,224
CREDICORP LTD COM G2519Y108 38,835,282 99,685 SH SOLE 54,848 0 44,837
CUMMINS INC COM 231021106 295,982 415 SH SOLE 415 0 0
CURTISS WRIGHT CORP COM 231561101 117,383,086 154,908 SH SOLE 5,993 0 148,915
ELBIT SYS LTD ORD M3760D101 921,086 1,214 SH SOLE 1,214 0 0
EMBRAER S.A. SPONSORED ADS 29082A107 93,726,921 1,469,074 SH SOLE 1,439,144 0 29,930
EMCOR GROUP INC COM 29084Q100 82,803,767 99,778 SH SOLE 12,253 0 87,525
ENSIGN GROUP INC COM 29358P101 7,243,155 45,185 SH SOLE 34,490 0 10,695
ESCO TECHNOLOGIES INC COM 296315104 11,484,812 32,810 SH SOLE 24,989 0 7,821
EZCORP INC CL A NON VTG 302301106 8,708,874 251,920 SH SOLE 191,845 0 60,075
FABRINET SHS G3323L100 1,655,888 2,946 SH SOLE 2,946 0 0
FIRSTCASH HOLDINGS INC COM 33768G107 20,961,192 96,899 SH SOLE 79,144 0 17,755
FIRST FINL BANKSHARES INC COM 32020R109 18,022,102 520,870 SH SOLE 413,720 0 107,150
FORGENT POWER SOLUTIONS INC COM SHS CL A 34631F102 19,170,314 343,185 SH SOLE 276,885 0 66,300
GARRETT MOTION INC COM 366505105 19,763,284 545,495 SH SOLE 439,485 0 106,010
GE VERNOVA INC COM 36828A101 482,935,602 411,058 SH SOLE 247,167 0 163,891
GE AEROSPACE COM NEW 369604301 515,961,174 1,380,572 SH SOLE 840,535 0 540,037
GRUPO CIBEST SA SPON ADS 40090E106 6,788,882 85,470 SH SOLE 50,920 0 34,550
GUARDANT HEALTH INC COM 40131M109 21,973,094 146,458 SH SOLE 119,572 0 26,886
HDFC BANK LTD SPONSORED ADS 40415F101 3,011,778 116,600 SH SOLE 116,600 0 0
HEALTHEQUITY INC COM 42226A107 10,920,682 120,911 SH SOLE 92,084 0 28,827
HEICO CORP NEW COM 422806109 8,170,642 22,939 SH SOLE 22,939 0 0
HERSHEY CO COM 427866108 35,523,361 202,470 SH SOLE 24,997 0 177,473
HOWMET AEROSPACE INC COM 443201108 185,983,636 691,749 SH SOLE 89,250 0 602,499
ICHOR HOLDINGS SHS G4740B105 15,784,884 140,585 SH SOLE 107,057 0 33,528
ICICI BANK LIMITED ADR 45104G104 7,030,485 242,180 SH SOLE 242,180 0 0
IMAX CORP COM 45245E109 19,163,293 480,765 SH SOLE 381,356 0 99,409
INTEL CORP COM 458140100 6,207,810 44,459 SH SOLE 44,459 0 0
INTERDIGITAL INC COM 45867G101 9,608,300 33,936 SH SOLE 25,846 0 8,090
ISHARES TR CORE MSCI EAFE 46432F842 106,556,714 1,103,300 SH SOLE 1,103,300 0 0
ISHARES INC CORE MSCI EMKT 46434G103 16,857,940 203,500 SH SOLE 46,100 0 157,400
ISHARES TR CORE S&P500 ETF 464287200 2,246,670 3,000 SH SOLE 0 0 3,000
ISHARES TR MSCI INDIA ETF 46429B598 32,873,984 665,600 SH SOLE 665,600 0 0
ISHARES TR MSCI SAUDI ARBIA 46434V423 395,486 10,600 SH SOLE 10,600 0 0
ISHARES INC MSCI TAIWAN ETF 46434G772 3,117,107 28,700 SH SOLE 28,700 0 0
ISHARES TR RUS 2000 GRW ETF 464287648 18,279,744 46,400 SH SOLE 46,400 0 0
ITAU UNIBANCO HLDG S A SPON ADR REP PFD 465562106 698,535 85,500 SH SOLE 85,500 0 0
JANUS LIVING INC CL A-1 471024109 18,503,674 643,830 SH SOLE 491,045 0 152,785
JFROG LTD ORD SHS M6191J100 18,365,121 202,081 SH SOLE 156,371 0 45,710
JOHNSON & JOHNSON COM 478160104 124,717,556 491,072 SH SOLE 53,321 0 437,751
JPMORGAN CHASE & CO. COM 46625H100 514,336,575 1,571,309 SH SOLE 537,877 0 1,033,432
LEGENCE CORP CL A 52476L109 19,185,358 225,101 SH SOLE 184,015 0 41,086
LEMAITRE VASCULAR INC COM 525558201 6,649,452 69,294 SH SOLE 52,995 0 16,299
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755 264,013 2,775 SH SOLE 2,775 0 0
LINCOLN EDL SVCS CORP COM 533535100 13,752,939 275,610 SH SOLE 210,645 0 64,965
LIONSGATE STUDIOS CORP COM 53626N102 9,322,351 608,906 SH SOLE 463,671 0 145,235
LITTELFUSE COM 537008104 15,417,018 33,859 SH SOLE 27,667 0 6,192
LIVE NATION ENTERTAINMENT IN COM 538034109 17,514,288 95,649 SH SOLE 10,800 0 84,849
LUMENTUM HLDGS INC COM 55024U109 348,766,210 406,459 SH SOLE 213,037 0 193,422
MERCURY SYS INC COM 589378108 25,008,289 204,433 SH SOLE 165,750 0 38,683
META PLATFORMS INC CL A 30303M102 17,451,287 30,981 SH SOLE 7,781 0 23,200
MICRON TECHNOLOGY INC COM 595112103 679,979,542 589,089 SH SOLE 231,731 0 357,358
MILLICOM INTL CELLULAR S A COM STK L6388F110 144,762,200 1,595,000 SH SOLE 1,388,800 0 206,200
MIRION TECHNOLOGIES INC COM CL A 60471A101 5,035,838 280,861 SH SOLE 214,866 0 65,995
MOELIS & CO CL A 60786M105 5,022,293 76,770 SH SOLE 58,560 0 18,210
MONSTER BEVERAGE CORP NEW COM 61174X109 221,460 2,304 SH SOLE 2,304 0 0
MORGAN STANLEY COM NEW 617446448 582,619,774 2,787,121 SH SOLE 1,178,050 0 1,609,071
NAVITAS SEMICONDUCTOR CORP COM 63942X106 4,991,795 278,560 SH SOLE 225,400 0 53,160
NLIGHT INC COM 65487K100 14,741,200 211,738 SH SOLE 170,663 0 41,075
NOKIA CORP SPONSORED ADR 654902204 81,717,152 6,153,400 SH SOLE 6,153,400 0 0
NOVA MEASURING INSTRUMENTS L COM M7516K103 37,035,023 68,212 SH SOLE 54,570 0 13,642
NOVANTA INC COM 67000B104 16,251,256 100,168 SH SOLE 76,608 0 23,560
NPK INTERNATIONAL INC COM SHS 651718504 11,066,041 695,540 SH SOLE 532,815 0 162,725
NU HLDGS LTD ORD SHS CL A G6683N103 7,089,992 530,688 SH SOLE 283,926 0 246,762
NVIDIA CORPORATION COM 67066G104 1,309,533,425 6,544,722 SH SOLE 2,769,767 0 3,774,955
ONESPAWORLD HOLDINGS LIMITED COM P73684113 12,921,353 457,555 SH SOLE 348,495 0 109,060
PIPER SANDLER COMPANIES COM 724078209 6,888,938 95,230 SH SOLE 78,725 0 16,505
PLEXUS CORP COM 729132100 19,037,522 63,317 SH SOLE 48,449 0 14,868
PROLOGIS INC. COM 74340W103 54,664,854 403,520 SH SOLE 45,483 0 358,037
PROTAGONIST THERAPEUTICS INC COM 74366E102 10,012,702 81,683 SH SOLE 62,823 0 18,860
QUALCOMM INC COM 747525103 746,552 4,040 SH SOLE 4,040 0 0
RAMBUS INC DEL COM 750917106 8,454,211 63,690 SH SOLE 48,505 0 15,185
RBC BEARINGS INC COM 75524B104 23,044,467 35,780 SH SOLE 29,273 0 6,507
RHYTHM PHARMACEUTICALS INC COM 76243J105 9,646,286 86,880 SH SOLE 66,640 0 20,240
ROLLINS INC COM 775711104 197,013 4,720 SH SOLE 4,720 0 0
SANDISK CORP COM 80004C200 6,939,424 3,052 SH SOLE 3,052 0 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 18,486,719 149,945 SH SOLE 120,925 0 29,020
SHOPIFY INC CL A 82509L107 104,931 919 SH SOLE 919 0 0
SOLARIS ENERGY INFRAS INC COM CL A 83418M103 24,850,876 308,860 SH SOLE 254,875 0 53,985
SOUTHERN COPPER CORP COM 84265V105 56,685,210 325,291 SH SOLE 180,620 0 144,671
SPHERE ENTERTAINMENT CO CL A 55826T102 12,814,083 74,057 SH SOLE 56,407 0 17,650
SPX TECHNOLOGIES INC COM 78473E103 14,114,192 57,569 SH SOLE 45,870 0 11,699
STERLING INFRASTRUCTURE INC COM 859241101 22,441,968 26,737 SH SOLE 21,622 0 5,115
STIFEL FINL CORP COM 860630102 3,744,137 53,664 SH SOLE 40,866 0 12,798
STMICROELECTRONICS N V NY REGISTRY 861012102 132,414,657 1,768,122 SH SOLE 1,768,122 0 0
SUPERNUS PHARMACEUTICALS INC COM 868459108 4,393,567 94,465 SH SOLE 72,296 0 22,169
SYNAPTICS INC COM 87157D109 6,507,043 52,379 SH SOLE 40,039 0 12,340
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 429,574,693 899,501 SH SOLE 141,551 0 757,950
TERADYNE INC COM 880770102 121,676,567 251,481 SH SOLE 31,034 0 220,447
TESLA INC COM 88160R101 16,712,120 39,734 SH SOLE 2,837 0 36,897
TJX COS INC NEW COM 872540109 115,661,766 763,444 SH SOLE 91,561 0 671,883
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 136,545,908 523,887 SH SOLE 523,887 0 0
UNITED NAT FOODS INC COM 911163103 6,661,198 145,855 SH SOLE 111,465 0 34,390
UNITED THERAPEUTICS CORP DEL COM 91307C102 29,495,600 54,437 SH SOLE 9,384 0 45,053
VALLEY NATL BANCORP COM 919794107 15,601,459 1,064,946 SH SOLE 810,968 0 253,978
VIAVI SOLUTIONS INC COM 925550105 15,055,575 315,300 SH SOLE 259,005 0 56,295
VICTORIAS SECRET AND CO COMMON STOCK 926400102 6,828,831 81,802 SH SOLE 62,296 0 19,506
VISA INC COM CL A 92826C839 30,738,462 89,593 SH SOLE 17,710 0 71,883
VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS 92837L109 5,560,808 87,160 SH SOLE 45,120 0 42,040
VOR BIOPHARMA INC COM NEW 929033207 1,695,653 92,105 SH SOLE 71,025 0 21,080
VSE CORP COM 918284100 18,858,790 82,533 SH SOLE 67,473 0 15,060
XENON PHARMACEUTICALS INC COM 98420N105 6,533,246 108,238 SH SOLE 82,868 0 25,370