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
ACADIA PHARMACEUTICALS INC COM 004225108 33,525,890 1,325,134 SH SOLE 1,212,182 0 112,952
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 8,323,792 66,890 SH SOLE 66,890 0 0
ADVANCED MICRO DEVICES INC COM 007903107 295,292,238 508,327 SH SOLE 508,327 0 0
AGILYSYS INC COM 00847J105 72,390,808 692,735 SH SOLE 632,468 0 60,267
AIRBNB INC COM CL A 009066101 12,034,710 84,100 SH SOLE 84,100 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 171,102,119 1,447,442 SH SOLE 1,347,624 0 99,818
ALAMAR BIOSCIENCES INC COMMON STOCK 010911105 16,626,325 613,744 SH SOLE 417,686 0 196,058
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 62,372,219 649,846 SH SOLE 649,846 0 0
ALIGN TECHNOLOGY INC COM 016255101 23,499,904 139,333 SH SOLE 48,954 0 90,379
ALKERMES PLC SHS G01767105 43,540,559 831,006 SH SOLE 758,708 0 72,298
ALLIANT ENERGY CORP COM 018802108 31,617,094 414,433 SH SOLE 146,064 0 268,369
ALLIED GOLD CORP COM NEW 01921D204 887,970 37,383 SH SOLE 37,383 0 0
ALPHABET INC CAP STK CL C 02079K107 14,807,354 41,908 SH SOLE 41,908 0 0
ALPHABET INC CAP STK CL A 02079K305 1,977,728,107 5,534,119 SH SOLE 5,081,554 0 452,565
AMAZON COM INC COM 023135106 1,053,364,127 4,419,586 SH SOLE 4,419,586 0 0
AMER SPORTS INC COM SHS G0260P102 4,875,633 144,079 SH SOLE 140,533 0 3,546
AMERICAN EXPRESS CO COM 025816109 1,529,243,133 4,521,044 SH SOLE 4,152,991 0 368,053
AMERICAN HOMES 4 RENT CL A 02665T306 20,766,377 619,522 SH SOLE 215,659 0 403,863
AMETEK INC COM 031100100 70,926,888 293,159 SH SOLE 293,159 0 0
AMRIZE LTD SHS H2927K103 27,979,409 524,942 SH SOLE 185,006 0 339,936
ANALOG DEVICES INC COM 032654105 118,296,290 297,848 SH SOLE 258,481 0 39,367
ANGLOGOLD ASHANTI PLC COM SHS G0378L100 56,021,017 692,558 SH SOLE 684,551 0 8,007
ANTERO MIDSTREAM CORP COM 03676B102 8,986,432 395,008 SH SOLE 395,008 0 0
AON PLC SHS CL A G0403H108 613,833,143 1,850,623 SH SOLE 1,695,035 0 155,588
API GROUP CORP COM STK 00187Y100 282,932,719 6,680,820 SH SOLE 6,380,183 0 300,637
APPLE INC COM 037833100 188,228,969 650,501 SH SOLE 650,501 0 0
APPLE INC COM 037833100 130,501,360 451,000 SH Call SOLE 451,000 0 0
APPLIED AEROSPACE & DEFENSE COMMON STOCK 03815J107 6,280,833 275,717 SH SOLE 275,717 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105 75,415,904 223,025 SH SOLE 153,399 0 69,626
APPLIED MATLS INC COM 038222105 108,141,279 149,573 SH SOLE 149,573 0 0
APPLIED MATLS INC COM 038222105 144,600,000 200,000 SH Put SOLE 200,000 0 0
ARAMARK COM 03852U106 59,627,957 1,047,943 SH SOLE 1,047,943 0 0
ARCH CAP GROUP LTD ORD G0450A105 2,096,097,569 21,595,895 SH SOLE 21,156,280 0 439,615
ARGENX SE SPONSORED ADR 04016X101 1,399,799,026 1,508,778 SH SOLE 1,448,880 0 59,898
ARIS MINING CORPORATION COM 04040Y109 11,560,767 775,370 SH SOLE 775,370 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205 99,218,969 279,829 SH SOLE 279,829 0 0
ARROWHEAD PHARMACEUTICALS IN COM 04280A100 25,325,646 310,706 SH SOLE 283,773 0 26,933
ARXIS INC CL A COM 04339D105 12,647,435 274,110 SH SOLE 269,290 0 4,820
ASBURY AUTOMOTIVE GROUP INC COM 043436104 27,474,164 136,633 SH SOLE 47,651 0 88,982
ASCENDIS PHARMA A/S ORD SHS K08588103 702,546,942 2,634,024 SH SOLE 2,422,862 0 211,162
ASML HLDG NV N Y REGISTRY SHS N07059210 1,830,285 920 SH SOLE 920 0 0
ASTERA LABS INC COM 04626A103 132,495,083 274,306 SH SOLE 261,264 0 13,042
ASTERA LABS INC COM 04626A103 127,420,676 263,800 SH Call SOLE 263,800 0 0
ASTERA LABS INC COM 04626A103 115,538,384 239,200 SH Put SOLE 239,200 0 0
ASTRAZENECA PLC ORD G0593M107 69,794,192 368,074 SH SOLE 296,969 0 71,105
AURA MINERALS INC SHS NEW G06973112 861,282 13,682 SH SOLE 13,682 0 0
AUTOZONE INC COM 053332102 89,684,970 28,062 SH SOLE 26,619 0 1,443
AXALTA COATING SYS LTD COM G0750C108 1,085,914,963 31,733,342 SH SOLE 30,543,963 0 1,189,379
AXT INC COM 00246W103 6,891,353 95,607 SH SOLE 66,564 0 29,043
B2GOLD CORP COM 11777Q209 1,615,780 430,900 SH SOLE 430,900 0 0
BAKER HUGHES COMPANY CL A 05722G100 601,465,251 10,837,212 SH SOLE 10,686,989 0 150,223
BANK OF AMER CORP COM 060505104 13,415,200 235,437 SH SOLE 235,437 0 0
BANK OF NY MELLON CORP COM 064058100 1,979,314,379 13,687,258 SH SOLE 12,629,470 0 1,057,788
BAXTER INTL INC COM 071813109 21,824,794 1,023,677 SH SOLE 455,317 0 568,360
BEONE MEDICINES LTD SPONSORED ADS 07725L102 32,878,129 115,374 SH SOLE 105,576 0 9,798
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,447,926,002 2,893,595 SH SOLE 2,679,670 0 213,925
BIRKENSTOCK HOLDING PLC COM SHS M2029K104 32,485,455 754,949 SH SOLE 584,852 0 170,097
BLOOM ENERGY CORP COM CL A 093712107 170,904,068 564,599 SH SOLE 536,138 0 28,461
BOOKING HOLDINGS INC COM 09857L108 11,036,264 61,918 SH SOLE 61,918 0 0
BOSTON SCIENTIFIC CORP COM 101137107 12,302,339 288,246 SH SOLE 288,246 0 0
BROADCOM INC COM 11135F101 609,002,506 1,612,184 SH SOLE 1,612,184 0 0
BROWN & BROWN INC COM 115236101 19,579,671 305,217 SH SOLE 93,370 0 211,847
BRUKER CORP COM 116794108 89,772,071 1,491,726 SH SOLE 1,094,341 0 397,385
BUILDERS FIRSTSOURCE INC COM 12008R107 259,492 2,900 SH SOLE 2,900 0 0
BWX TECHNOLOGIES INC COM 05605H100 206,230,875 1,059,496 SH SOLE 944,564 0 114,932
C H ROBINSON WORLDWIDE IN COM NEW 12541W209 112,651,855 598,130 SH SOLE 571,889 0 26,241
CADENCE DESIGN SYSTEM INC COM 127387108 51,218,044 136,465 SH SOLE 136,465 0 0
CAE INC COM 124765108 26,003,510 1,038,566 SH SOLE 948,211 0 90,355
CANTOR EQUITY PARTNERS II IN CL A ORD SHS G1827P106 12,584,753 937,761 SH SOLE 659,308 0 278,453
CAPITAL ONE FINL CORP COM 14040H105 223,748,075 1,115,283 SH SOLE 1,115,283 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 333,672,157 4,549,041 SH SOLE 4,549,041 0 0
CATERPILLAR INC COM 149123101 66,668,065 62,605 SH SOLE 62,605 0 0
CATERPILLAR INC COM 149123101 60,379,830 56,700 SH Put SOLE 56,700 0 0
CBRE GROUP INC CL A 12504L109 500,839,501 3,718,461 SH SOLE 3,666,065 0 52,396
CDW CORP COM 12514G108 25,789,579 183,373 SH SOLE 64,478 0 118,895
CELCUITY INC COM 15102K100 48,291,650 461,591 SH SOLE 422,102 0 39,489
CELLEBRITE DI LTD ORDINARY SHARES M2197Q107 47,694,594 3,266,753 SH SOLE 2,716,817 0 549,936
CEREBRAS SYSTEMS INC COM CL A 15675D103 23,915,957 108,217 SH SOLE 108,217 0 0
CHEFS WHSE INC COM 163086101 32,167,937 334,734 SH SOLE 233,182 0 101,552
CIRCLE INTERNET GROUP INC COM CL A 172573107 35,306,473 563,731 SH SOLE 563,731 0 0
CITIGROUP INC COM NEW 172967424 1,589,305,423 11,355,426 SH SOLE 10,483,997 0 871,429
CITIGROUP INC COM NEW 172967424 78,321,616 559,600 SH Put SOLE 559,600 0 0
CITIZENS FINL GROUP INC COM 174610105 139,382,613 1,989,191 SH SOLE 1,989,191 0 0
CLOUDFLARE INC CL A COM 18915M107 120,117,431 489,716 SH SOLE 464,708 0 25,008
CNH INDL N V SHS N20944109 334,750,960 29,808,634 SH SOLE 29,386,134 0 422,500
COCA COLA CO COM 191216100 104,846,671 1,290,103 SH SOLE 1,290,103 0 0
COGNEX CORP COM 192422103 139,885,748 1,931,590 SH SOLE 1,468,060 0 463,530
COHERENT CORP COM 19247G107 166,595,831 422,328 SH SOLE 403,115 0 19,213
COINBASE GLOBAL INC COM CL A 19260Q107 68,129,657 466,035 SH SOLE 466,035 0 0
COMCAST CORP NEW CL A 20030N101 8,914,228 363,105 SH SOLE 363,105 0 0
COMFORT SYS USA INC COM 199908104 400,578,231 202,113 SH SOLE 191,962 0 10,151
COMPASS INC CL A 20464U100 170,957,724 13,865,184 SH SOLE 10,873,217 0 2,991,967
CONSTELLATION BRANDS INC CL A 21036P108 11,254,467 80,915 SH SOLE 80,915 0 0
COPA HOLDINGS SA CL A P31076105 51,452,911 330,738 SH SOLE 326,891 0 3,847
CORNING INC COM 219350105 182,705,503 715,286 SH SOLE 715,286 0 0
COUPANG INC CL A 22266T109 876,127,758 50,439,134 SH SOLE 49,756,616 0 682,518
CREDICORP LTD COM G2519Y108 37,966,519 97,455 SH SOLE 96,326 0 1,129
CRH PLC ORD G25508105 82,688,209 772,787 SH SOLE 618,895 0 153,892
CROWDSTRIKE HLDGS INC CL A 22788C105 158,031,031 207,080 SH SOLE 207,080 0 0
CSX CORP COM 126408103 119,972,659 2,524,146 SH SOLE 2,524,146 0 0
CURTISS WRIGHT CORP COM 231561101 8,019,374 10,583 SH SOLE 10,004 0 579
DANAHER CORP DEL COM 235851102 9,366,092 49,171 SH SOLE 49,171 0 0
DBV TECHNOLOGIES S A SPONSORED ADS 23306J309 22,514,756 1,372,851 SH SOLE 1,253,516 0 119,335
DENALI THERAPEUTICS INC COM 24823R105 31,494,063 1,224,497 SH SOLE 1,118,513 0 105,984
DIAMONDBACK ENERGY INC COM 25278X109 11,112,636 63,219 SH SOLE 63,219 0 0
DIANTHUS THERAPEUTICS INC COM 252828108 25,176,062 258,269 SH SOLE 235,854 0 22,415
DISNEY WALT CO COM 254687106 9,419,218 97,862 SH SOLE 97,862 0 0
DOORDASH INC CL A 25809K105 440,184,162 2,385,434 SH SOLE 2,323,178 0 62,256
DPC HOLDINGS PLC ORDINARY SHARES G2R11M108 6,907,305 140,793 SH SOLE 136,445 0 4,348
DYNE THERAPEUTICS INC COM 26818M108 14,653,847 659,786 SH SOLE 604,441 0 55,345
EATON CORP PLC SHS G29183103 156,859,033 368,110 SH SOLE 368,110 0 0
EDGEWISE THERAPEUTICS INC COM 28036F105 23,359,203 574,925 SH SOLE 519,874 0 55,051
EDWARDS LIFESCIENCES CORP COM 28176E108 599,361,052 6,625,703 SH SOLE 6,521,310 0 104,393
ELEVANCE HEALTH INC FORMERLY COM 036752103 1,771,695,984 4,581,222 SH SOLE 4,164,456 0 416,766
ELI LILLY & CO COM 532457108 393,871,222 328,382 SH SOLE 328,382 0 0
EMBRAER S.A. SPONSORED ADS 29082A107 4,313,646 67,612 SH SOLE 67,612 0 0
ENTEGRIS INC COM 29362U104 207,238,835 1,152,223 SH SOLE 1,101,203 0 51,020
EOG RES INC COM 26875P101 13,025,411 100,404 SH SOLE 100,404 0 0
EQUINIX INC COM 29444U700 91,409,264 87,692 SH SOLE 87,692 0 0
ERMENEGILDO ZEGNA N V ORD SHS N30577105 21,994,777 1,689,307 SH SOLE 1,546,727 0 142,580
EVERPURE INC CL A 74624M102 49,976,705 634,303 SH SOLE 605,083 0 29,220
EXPEDIA GROUP INC COM NEW 30212P303 28,214,352 110,264 SH SOLE 37,952 0 72,312
EXPEDITORS INTL WASH INC COM 302130109 14,138,678 86,751 SH SOLE 30,671 0 56,080
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 19,821,090 83,517 SH SOLE 29,150 0 54,367
FERRARI N V COM N3167Y103 37,218,948 99,973 SH SOLE 99,973 0 0
FIFTH THIRD BANCORP COM 316773100 278,000,831 4,931,716 SH SOLE 4,615,388 0 316,328
FIRST CTZNS BANCSHARES INC D CL A 31946M103 38,388,495 18,449 SH SOLE 6,335 0 12,114
FLEX LTD ORD Y2573F102 17,988,636 110,993 SH SOLE 110,993 0 0
FLOWSERVE CORP COM 34354P105 66,253,580 893,387 SH SOLE 616,826 0 276,561
FRESHPET INC COM 358039105 35,041,902 592,725 SH SOLE 412,418 0 180,307
FTAI AVIATION LTD SHS G3730V105 138,183,239 510,787 SH SOLE 487,544 0 23,243
GALLAGHER ARTHUR J & CO COM 363576109 83,255,376 362,658 SH SOLE 347,496 0 15,162
GARMIN LTD SHS H2906T109 1,257,205,392 5,292,605 SH SOLE 5,221,031 0 71,574
GARTNER INC COM 366651107 16,463,684 127,015 SH SOLE 44,326 0 82,689
GE AEROSPACE COM NEW 369604301 331,157,295 886,087 SH SOLE 886,087 0 0
GE AEROSPACE COM NEW 369604301 101,542,441 271,700 SH Call SOLE 271,700 0 0
GE AEROSPACE COM NEW 369604301 115,669,435 309,500 SH Put SOLE 309,500 0 0
GE VERNOVA INC COM 36828A101 508,769,598 433,047 SH SOLE 433,047 0 0
GENPACT LIMITED SHS G3922B107 18,855,403 685,651 SH SOLE 239,034 0 446,617
GENUINE PARTS CO COM 372460105 25,253,383 214,048 SH SOLE 75,233 0 138,815
GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104 751,178 20,418 SH SOLE 20,418 0 0
GLAUKOS CORP COM 377322102 43,223,016 309,266 SH SOLE 282,649 0 26,617
GLOBANT S A COM L44385109 13,365,244 461,826 SH SOLE 456,510 0 5,316
GLOBE LIFE INC COM 37959E102 33,968,497 190,108 SH SOLE 66,361 0 123,747
GOLDMAN SACHS GROUP INC COM 38141G104 121,837,721 120,468 SH SOLE 120,468 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 106,092,713 104,900 SH Put SOLE 104,900 0 0
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109 115,571,269 30,655,509 SH SOLE 30,655,509 0 0
GUARDANT HEALTH INC COM 40131M109 221,883,581 1,478,928 SH SOLE 1,261,801 0 217,127
GUIDEWIRE SOFTWARE INC COM 40171V100 119,398,528 970,325 SH SOLE 799,381 0 170,944
H WORLD GROUP LTD SPONSORED ADS 44332N106 141,821,508 3,399,365 SH SOLE 3,390,778 0 8,587
HDFC BANK LTD SPONSORED ADS 40415F101 71,911,934 2,784,047 SH SOLE 2,784,047 0 0
HEALTHEQUITY INC COM 42226A107 34,692,544 384,107 SH SOLE 264,333 0 119,774
HESAI GROUP SPONSORED ADS 428050108 13,589,733 745,869 SH SOLE 497,747 0 248,122
HEXCEL CORP NEW COM 428291108 70,455,648 704,134 SH SOLE 490,138 0 213,996
HILTON WORLDWIDE HLDGS INC COM 43300A203 91,958,757 278,275 SH SOLE 278,275 0 0
HOWMET AEROSPACE INC COM 443201108 92,154,991 342,762 SH SOLE 342,762 0 0
ICICI BANK LIMITED ADR 45104G104 4,571,906 157,489 SH SOLE 157,489 0 0
ICON PUB LTD CO SHS G4705A100 1,500,230,086 8,636,406 SH SOLE 8,473,498 0 162,908
ILLUMINA INC COM 452327109 29,485,109 167,691 SH SOLE 153,106 0 14,585
INFOSYS LTD SPONSORED ADR 456788108 1,462,128 139,383 SH SOLE 139,383 0 0
INGERSOLL RAND INC COM 45687V106 127,892,301 1,559,852 SH SOLE 1,492,052 0 67,800
INSMED INC COM PAR $.01 457669307 580,195,955 5,441,718 SH SOLE 5,320,888 0 120,830
INSPIRE MED SYS INC COM 457730109 32,668,929 732,323 SH SOLE 670,110 0 62,213
INSTALLED BLDG PRODS INC COM 45780R101 22,824,031 99,304 SH SOLE 69,129 0 30,175
INSULET CORP COM 45784P101 39,622,301 260,245 SH SOLE 237,654 0 22,591
INTEL CORP COM 458140100 206,513 1,479 SH SOLE 1,479 0 0
INVENTIVA SA ADS 46124U107 996,174 263,538 SH SOLE 239,071 0 24,467
IONIS PHARMACEUTICALS INC COM 462222100 209,327,536 2,640,024 SH SOLE 2,178,100 0 461,924
IQVIA HLDGS INC COM 46266C105 916,526,317 4,743,434 SH SOLE 4,285,697 0 457,737
IRHYTHM HOLDINGS INC COM 450056106 197,493,534 1,660,307 SH SOLE 1,529,086 0 131,221
ISHARES TR RUS MD CP GR ETF 464287481 7,718 53 SH SOLE 53 0 0
ISHARES TR S&P MC 400GR ETF 464287606 8,454 72 SH SOLE 72 0 0
ISHARES TR MSCI INDIA ETF 46429B598 9,627,198 194,922 SH SOLE 194,922 0 0
ISHARES TR 0-3 MTH TREASURY 46436E718 25,019,213 248,527 SH SOLE 248,527 0 0
JFROG LTD ORD SHS M6191J100 14,115,118 155,316 SH SOLE 108,193 0 47,123
JPMORGAN CHASE & CO COM 46625H100 284,797,722 870,063 SH SOLE 870,063 0 0
KANZHUN LIMITED SPONSORED ADS 48553T106 62,982,138 4,893,717 SH SOLE 4,893,717 0 0
KARMAN HLDGS INC COMMON STOCK 485924104 29,337,834 587,697 SH SOLE 408,842 0 178,855
KASPI KZ JSC SPONSORED ADS 48581R205 40,848,421 471,473 SH SOLE 466,031 0 5,442
KE HLDGS INC SPONSORED ADS 482497104 28,998,727 1,995,783 SH SOLE 1,995,783 0 0
KINGSOFT CLOUD HLDGS LTD ADS 49639K101 31,379,156 3,467,310 SH SOLE 3,467,310 0 0
KODIAK SCIENCES INC COM 50015M109 37,714,722 968,037 SH SOLE 884,170 0 83,867
KONINKLIJKE PHILIPS N V NY REGIS SHS NEW 500472303 1,676,617 61,663 SH SOLE 61,663 0 0
KOREA ELEC PWR CORP SPONSORED ADR 500631106 1,723,560 142,443 SH SOLE 142,443 0 0
KORNIT DIGITAL LTD SHS M6372Q113 48,574,516 2,989,201 SH SOLE 2,729,721 0 259,480
KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207 117,670,190 2,360,012 SH SOLE 1,956,119 0 403,893
L3HARRIS TECHNOLOGIES INC COM 502431109 303,273,134 1,043,646 SH SOLE 1,035,216 0 8,430
LAM RESEARCH CORP COM NEW 512807306 340,700,513 786,238 SH SOLE 786,238 0 0
LAMAR ADVERTISING CO CL A 512816109 44,861,408 287,610 SH SOLE 99,443 0 188,167
LATTICE SEMICONDUCTOR CORP COM 518415104 531,154,910 3,472,509 SH SOLE 3,081,713 0 390,796
LEGEND BIOTECH CORP SPONSORED ADS 52490G102 45,036,656 1,559,441 SH SOLE 1,424,037 0 135,404
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755 205,193,271 2,156,751 SH SOLE 2,061,886 0 94,865
LIGHTSPEED COMMERCE INC SUB VTG SHS 53229C107 37,908,173 3,620,422 SH SOLE 3,312,922 0 307,500
LINDE PLC SHS G54950103 311,913,557 601,059 SH SOLE 601,059 0 0
LIVANOVA PLC SHS G5509L101 182,942,261 2,224,763 SH SOLE 2,033,126 0 191,637
LIVE NATION ENTERTAINMENT IN COM 538034109 277,455,208 1,515,238 SH SOLE 1,465,993 0 49,245
LOAR HOLDINGS INC COM SHS 53947R105 59,455,518 737,570 SH SOLE 513,332 0 224,238
LUMENTUM HLDGS INC COM 55024U109 119,922,438 139,760 SH SOLE 132,654 0 7,106
LUXFER HLDGS PLC SHS G5698W116 27,144,157 1,504,665 SH SOLE 1,504,665 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 238,815,341 627,850 SH SOLE 577,335 0 50,515
MADRIGAL PHARMACEUTICALS INC COM 558868105 112,869,575 210,205 SH SOLE 157,372 0 52,833
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 165,346,400 3,102,766 SH SOLE 3,102,766 0 0
MARSH & MCLENNAN COS INC COM 571748102 1,211,565,231 7,269,246 SH SOLE 6,681,314 0 587,932
MARTIN MARIETTA MATLS INC COM 573284106 9,229,507 16,004 SH SOLE 15,721 0 283
MASCO CORP COM 574599106 25,221,527 309,961 SH SOLE 109,105 0 200,856
MASTERCARD INCORPORATED CL A 57636Q104 45,104,866 87,821 SH SOLE 87,821 0 0
MAXLINEAR INC COM 57776J100 18,364,751 143,441 SH SOLE 99,878 0 43,563
MDA SPACE LTD COM 55293N109 46,305,673 1,120,700 SH SOLE 1,023,400 0 97,300
MEDLINE INC COM CL A 58507V107 79,136,444 2,006,502 SH SOLE 1,924,433 0 82,069
MERCADOLIBRE INC COM 58733R102 247,620,345 145,883 SH SOLE 145,506 0 377
MERCK & CO INC COM 58933Y105 11,211,111 87,246 SH SOLE 87,246 0 0
MERCURY SYS INC COM 589378108 45,606,826 372,818 SH SOLE 259,583 0 113,235
META PLATFORMS INC CL A 30303M102 1,333,316,443 2,367,016 SH SOLE 2,173,754 0 193,262
MICRON TECHNOLOGY INC COM 595112103 214,775,277 186,067 SH SOLE 186,067 0 0
MICROSOFT CORP COM 594918104 669,944 1,796 SH SOLE 1,796 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104 8,595,821 887,998 SH SOLE 816,734 0 71,264
MODINE MFG CO COM 607828100 318,254,756 1,191,876 SH SOLE 1,017,756 0 174,120
MONGODB INC CL A 60937P106 132,404,814 394,179 SH SOLE 386,435 0 7,744
MONOLITHIC PWR SYS INC COM 609839105 179,919,848 130,154 SH SOLE 124,273 0 5,881
MORGAN STANLEY COM NEW 617446448 10,125,270 48,437 SH SOLE 48,437 0 0
MSCI INC COM 55354G100 87,668,142 156,539 SH SOLE 148,800 0 7,739
MURPHY USA INC COM 626755102 58,785,867 109,091 SH SOLE 75,939 0 33,152
NEPTUNE INS HLDGS INC CL A 64073B103 20,626,578 654,812 SH SOLE 519,068 0 135,744
NETFLIX INC. COM 64110L106 36,922,297 517,119 SH SOLE 517,119 0 0
NEWS CORP NEW CL A 65249B109 21,346,525 859,707 SH SOLE 300,685 0 559,022
NEWS CORP NEW CL B 65249B208 1,066 38 SH SOLE 38 0 0
NICE LTD SPONSORED ADR 653656108 97,824,373 1,076,768 SH SOLE 985,293 0 91,475
NLIGHT INC COM 65487K100 42,307,378 607,690 SH SOLE 423,039 0 184,651
NNN REIT INC COM 637417106 27,415,662 589,204 SH SOLE 208,396 0 380,808
NOV INC COM 62955J103 30,328,063 1,634,936 SH SOLE 572,844 0 1,062,092
NOVANTA INC COM 67000B104 57,720,774 355,774 SH SOLE 254,802 0 100,972
NU HLDGS LTD ORD SHS CL A G6683N103 169,500,337 12,687,151 SH SOLE 12,644,890 0 42,261
NVENT ELEC PLC SHS G6700G107 23,355,975 137,704 SH SOLE 47,684 0 90,020
NVIDIA CORPORATION COM 67066G104 451,412,044 2,256,045 SH SOLE 2,256,045 0 0
NVIDIA CORPORATION COM 67066G104 145,505,448 727,200 SH Call SOLE 727,200 0 0
NXP SEMICONDUCTORS N V COM N6596X109 11,380,872 40,497 SH SOLE 40,497 0 0
OGE ENERGY CORP COM 670837103 34,278,829 704,456 SH SOLE 243,248 0 461,208
OLLIES BARGAIN OUTLET HLDGS COM 681116109 13,812,184 179,659 SH SOLE 125,187 0 54,472
OMNICOM GROUP INC COM 681919106 20,686,925 284,044 SH SOLE 98,248 0 185,796
ONTO INNOVATION INC COM 683344105 75,863,709 200,459 SH SOLE 139,541 0 60,918
OTIS WORLDWIDE CORP COM 68902V107 21,861,198 305,324 SH SOLE 105,432 0 199,892
PALANTIR TECHNOLOGIES INC CL A 69608A108 13,787,127 118,172 SH SOLE 118,172 0 0
PARKER-HANNIFIN CORP COM 701094104 15,645,029 15,995 SH SOLE 15,995 0 0
PAYCHEX INC COM 704326107 19,526,863 198,585 SH SOLE 69,938 0 128,647
PERMIAN RESOURCES CORP CLASS A COM 71424F105 32,342,596 1,756,795 SH SOLE 617,523 0 1,139,272
PHILIP MORRIS INTL INC COM 718172109 21,623,810 119,528 SH SOLE 119,528 0 0
PNC FINL SVCS GROUP INC COM 693475105 13,022,576 52,890 SH SOLE 52,890 0 0
POLARIS INC COM 731068102 25,757,873 376,357 SH SOLE 132,298 0 244,059
PROCEPT BIOROBOTICS CORP COM 74276L105 15,412,837 682,588 SH SOLE 464,490 0 218,098
PROGRESSIVE CORP COM 743315103 1,121,186,324 5,132,462 SH SOLE 4,717,398 0 415,064
PROSPERITY BANCSHARES INC COM 743606105 31,838,889 435,970 SH SOLE 153,534 0 282,436
PUBLIC STORAGE COM 74460D109 22,542,078 70,818 SH SOLE 25,015 0 45,803
RADWARE LTD ORD M81873107 73,276,453 2,374,480 SH SOLE 2,171,244 0 203,236
RALLIANT CORP COM 750940108 32,847,153 446,111 SH SOLE 155,524 0 290,587
RAYMOND JAMES FINL INC COM 754730109 19,706,129 129,620 SH SOLE 45,616 0 84,004
RBC BEARINGS INC COM 75524B104 365,831,480 568,008 SH SOLE 542,110 0 25,898
REDDIT INC CL A 75734B100 96,211,451 554,277 SH SOLE 526,401 0 27,876
REPLIMUNE GROUP INC COM 76029N106 10,776,601 973,496 SH SOLE 893,123 0 80,373
REVVITY INC COM 714046109 22,320,536 200,616 SH SOLE 70,021 0 130,595
RHYTHM PHARMACEUTICALS INC COM 76243J105 39,395,220 354,816 SH SOLE 241,403 0 113,413
ROBINHOOD MKTS INC COM CL A 770700102 288,817,746 2,880,113 SH SOLE 2,816,846 0 63,267
ROCKET LAB CORP COM 773121108 94,761,793 932,236 SH SOLE 885,497 0 46,739
ROCKWELL AUTOMATION INC COM 773903109 87,569,255 176,879 SH SOLE 176,879 0 0
RTX CORPORATION COM 75513E101 396,418,067 2,089,380 SH SOLE 2,089,380 0 0
SALESFORCE INC COM 79466L302 12,840,480 81,964 SH SOLE 81,964 0 0
SCHEIN HENRY INC COM 806407102 540,162,844 6,467,467 SH SOLE 5,912,902 0 554,565
SCHWAB CHARLES CORP COM 808513105 1,746,737,165 18,930,716 SH SOLE 17,386,132 0 1,544,584
SEA LTD SPONSORD ADS 81141R100 523,806,876 5,466,001 SH SOLE 5,458,247 0 7,754
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 27,650,145 28,653 SH SOLE 28,653 0 0
SEMTECH CORP COM 816850101 123,641,105 763,924 SH SOLE 726,031 0 37,893
SERVICENOW INC COM 81762P102 122,286,055 1,231,729 SH SOLE 1,231,729 0 0
SERVICETITAN INC SHS CL A 81764X103 15,856,435 224,246 SH SOLE 154,401 0 69,845
SHOPIFY INC CL A SUB VTG SHS 82509L107 465,169,895 4,074,005 SH SOLE 4,007,195 0 66,810
SILGAN HLDGS INC COM 827048109 24,305,530 523,939 SH SOLE 183,017 0 340,922
SIONNA THERAPEUTICS INC COM 829401108 8,336,017 189,498 SH SOLE 173,612 0 15,886
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 21,272,938 185,936 SH SOLE 183,346 0 2,590
SITIME CORP COM 82982T106 361,688,490 485,123 SH SOLE 456,289 0 28,834
SLB LIMITED COM STK 806857108 12,016,875 258,483 SH SOLE 258,483 0 0
SNAP ON INC COM 833034101 59,000,693 146,622 SH SOLE 107,679 0 38,943
SNOWFLAKE INC COM SHS 833445109 112,984,257 443,946 SH SOLE 443,946 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 62,717,633 1,073,197 SH SOLE 980,551 0 92,646
SOMNIGROUP INTERNATIONAL INC COM 88023U101 365,600,782 4,663,275 SH SOLE 4,589,825 0 73,450
SPACE EXPLORATION TECHN CORP CLASS A COM STK 84615Q103 100,978,089 590,999 SH SOLE 590,999 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 622,829,408 1,356,543 SH SOLE 1,330,386 0 26,157
SPX TECHNOLOGIES INC COM 78473E103 94,066,335 383,678 SH SOLE 263,902 0 119,776
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 328,578,800 440,000 SH Put SOLE 440,000 0 0
STEVANATO GROUP S P A ORD SHS T9224W109 47,010,876 2,601,598 SH SOLE 1,809,760 0 791,838
STMICROELECTRONICS N V NY REGISTRY 861012102 209,507,771 2,797,540 SH SOLE 2,789,726 0 7,814
STOKE THERAPEUTICS INC COM 86150R107 11,620,606 355,153 SH SOLE 324,877 0 30,276
STRYKER CORPORATION COM 863667101 3,813,027 12,111 SH SOLE 12,111 0 0
SUNCOR ENERGY INC NEW COM 867224107 584,061,988 10,856,434 SH SOLE 10,707,755 0 148,679
SYSCO CORP COM 871829107 22,754,488 272,248 SH SOLE 95,389 0 176,859
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 562,031,120 1,176,856 SH SOLE 1,176,856 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 27,412,518 57,400 SH Put SOLE 57,400 0 0
TARSUS PHARMACEUTICALS INC COM 87650L103 17,931,543 284,899 SH SOLE 260,342 0 24,557
TELEDYNE TECHNOLOGIES INC COM 879360105 231,533,243 347,178 SH SOLE 331,987 0 15,191
TEXAS INSTRS INC COM 882508104 11,801,187 39,592 SH SOLE 39,592 0 0
TEXAS ROADHOUSE INC COM 882681109 103,203,804 534,098 SH SOLE 511,341 0 22,757
THERMO FISHER SCIENTIFIC INC COM 883556102 15,004,201 29,927 SH SOLE 29,927 0 0
TRADEWEB MKTS INC CL A 892672106 114,796,243 1,151,879 SH SOLE 1,101,630 0 50,249
TRAEGER INC COM NEW 89269P202 440,975 5,594 SH SOLE 5,594 0 0
TWILIO INC CL A 90138F102 85,364,629 413,729 SH SOLE 395,536 0 18,193
TWIST BIOSCIENCE CORP COM 90184D100 494,031,558 4,802,017 SH SOLE 4,215,805 0 586,212
TYLER TECHNOLOGIES INC COM 902252105 206,074,661 704,625 SH SOLE 655,709 0 48,916
TYSON FOODS INC CL A 902494103 27,171,766 474,616 SH SOLE 167,874 0 306,742
U HAUL HOLDING COMPANY COM SER N 023586506 35,922,751 622,578 SH SOLE 218,137 0 404,441
UGI CORP NEW COM 902681105 26,701,251 773,053 SH SOLE 272,022 0 501,031
UNION PAC CORP COM 907818108 14,198,128 52,199 SH SOLE 52,199 0 0
UNITED PARCEL SVCS INC CL B 911312106 12,263,063 114,075 SH SOLE 114,075 0 0
UNITEDHEALTH GROUP INC COM 91324P102 85,095,255 204,738 SH SOLE 204,738 0 0
US FOODS HLDG CORP COM 912008109 272,277,548 2,662,861 SH SOLE 2,543,749 0 119,112
USA RARE EARTH INC COM 91733P107 20,581,342 953,723 SH SOLE 664,169 0 289,554
VAALCO ENERGY INC COM NEW 91851C201 750,636 147,763 SH SOLE 147,763 0 0
VAIL RESORTS INC COM 91879Q109 21,263,499 156,177 SH SOLE 53,486 0 102,691
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 273,047,007 416,300 SH Put SOLE 416,300 0 0
VANECK ETF TRUST JUNIOR GOLD MINE 92189F791 30,358,268 308,990 SH SOLE 155,500 0 153,490
VANECK ETF TRUST VANECK VIETNAM 92189F817 10,807,074 585,115 SH SOLE 585,115 0 0
VAXCYTE INC COM 92243G108 15,729,397 270,590 SH SOLE 184,149 0 86,441
VERACYTE INC COM 92337F107 325,270,469 5,538,404 SH SOLE 5,052,366 0 486,038
VERALTO CORP COM SHS 92338C103 25,027,092 282,218 SH SOLE 97,274 0 184,944
VIKING HOLDINGS LTD ORD SHS G93A5A101 218,735,209 2,089,760 SH SOLE 1,989,265 0 100,495
VIRTU FINL INC CL A 928254101 52,264,156 877,357 SH SOLE 610,465 0 266,892
VISA INC COM CL A 92826C839 177,603,626 517,659 SH SOLE 517,659 0 0
VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS 92837L109 57,224,900 896,942 SH SOLE 886,589 0 10,353
VITA COCO CO INC COM 92846Q107 27,641,427 417,923 SH SOLE 290,749 0 127,174
VONTIER CORPORATION COM 928881101 29,881,484 1,030,396 SH SOLE 352,124 0 678,272
VSE CORP COM 918284100 103,600,301 453,393 SH SOLE 310,772 0 142,621
WARBY PARKER INC CL A COM 93403J106 43,323,639 1,427,938 SH SOLE 993,184 0 434,754
WARNER MUSIC GROUP CORP COM CL A 934550203 25,766,336 951,841 SH SOLE 334,679 0 617,162
WATERBRIDGE INFRASTRUCTURE L CL A SHS REPSTG 940923105 10,760,026 313,978 SH SOLE 313,978 0 0
WATERS CORP COM 941848103 210,304,687 560,753 SH SOLE 488,426 0 72,327
WAYSTAR HLDG CORP COM 946784105 75,535,030 3,679,251 SH SOLE 3,520,051 0 159,200
WEATHERFORD INTL PLC ORD SHS G48833118 30,913,521 379,307 SH SOLE 274,162 0 105,145
WELLS FARGO & CO COM 949746101 14,980,153 181,270 SH SOLE 181,270 0 0
WESCO INTL INC COM 95082P105 147,350,974 426,573 SH SOLE 406,891 0 19,682
WEST PHARMACEUTICAL SVSC INC COM 955306105 865,833,483 2,411,792 SH SOLE 2,354,385 0 57,407
WILLIAMS COS INC COM 969457100 286,477,739 3,853,615 SH SOLE 3,853,615 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103 1,448,263,716 5,541,048 SH SOLE 5,466,067 0 74,981
WINGSTOP INC COM 974155103 15,137,132 87,291 SH SOLE 60,085 0 27,206
WOODWARD INC COM 980745103 582,196,482 1,368,457 SH SOLE 1,332,204 0 36,253
YORK SPACE SYSTEMS INC COM 987084100 7,667,333 311,427 SH SOLE 215,510 0 95,917