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
Abbott Laboratories COM 002824100 207,669 2,101 SH SOLE 2,101 0 0
AbbVie Inc. COM 00287Y109 3,184,368 12,173 SH SOLE 12,173 0 0
Acadia Healthcare Company, Inc. COM 00404A109 7,903,225 287,390 SH SOLE 203,290 0 84,100
Accenture PLC COM G1151C101 10,559,000 57,583 SH SOLE 57,277 0 306
ACI Worldwide Inc COM 004498101 84,915,460 1,737,223 SH SOLE 1,601,137 74,183 61,903
Acm Research Inc COM 00108J109 22,426,978 277,150 SH SOLE 206,998 0 70,152
ACV Auctions Inc COM 00091G104 2,222,967 213,132 SH SOLE 186,825 0 26,307
Adobe Inc COM 00724F101 563,379 2,348 SH SOLE 2,330 0 18
Advanced Energy Industries, Inc. COM 007973100 41,595,949 147,598 SH SOLE 122,923 12,863 11,812
AeroVironment, Inc. COM 008073108 84,639,957 595,134 SH SOLE 554,668 21,613 18,853
Affirm Holdings Inc COM 00827B106 30,399,931 439,115 SH SOLE 438,730 0 385
Air Products & Chemicals, Inc. COM 009158106 1,267,063 4,554 SH SOLE 4,554 0 0
Alkami Technology Inc. COM 01644J108 7,001,408 511,425 SH SOLE 378,141 0 133,284
Alpha & Omega Semiconductor Ltd. COM G6331P104 6,785,213 246,735 SH SOLE 182,643 0 64,092
Alphabet Inc. COM 02079K305 425,005,995 1,235,195 SH SOLE 1,065,305 88,477 81,413
Alphabet Inc. COM 02079K107 25,753,935 75,582 SH SOLE 74,147 1,435 0
Alphatec Holdings Inc. COM 02081G201 5,490,952 532,069 SH SOLE 392,269 0 139,800
ALPS ETF Trust ALERIAN ENERGY COM 00162Q676 92,527 92,527 SH SOLE 0 0 92,527
ALPS ETF Trust ALERIAN MLP COM 00162Q452 2,866,792 55,269 SH SOLE 55,269 0 0
Amalgamated Financial Corp. COM 022671101 11,896,929 250,093 SH SOLE 185,293 0 64,800
Amazon.com, Inc. COM 023135106 184,632,402 741,049 SH SOLE 648,324 48,064 44,661
American Tower Corporation COM 03027X100 2,081,318 12,715 SH SOLE 12,715 0 0
Ameris Bancorp COM 03076K108 95,653,699 1,202,889 SH SOLE 1,121,164 44,544 37,181
Ametek, Inc. COM 031100100 3,142,651 12,686 SH SOLE 10,440 1,729 517
Amgen Inc. COM 031162100 23,594,654 55,976 SH SOLE 55,718 0 258
Amneal Pharmaceuticals Inc COM 03168L105 30,700,510 1,524,355 SH SOLE 1,523,003 0 1,352
Amphenol Corporation COM 032095101 181,032,831 2,147,483 SH SOLE 1,807,298 169,321 170,864
Analog Devices Inc. COM 032654105 34,673,161 87,402 SH SOLE 85,779 0 1,623
API Group Corp COM 00187Y100 43,193,632 1,119,006 SH SOLE 911,940 108,994 98,072
Apple Hospitality Reit Inc COM 03784Y200 10,888,527 673,795 SH SOLE 497,195 0 176,600
Apple Inc. COM 037833100 530,892,823 1,594,177 SH SOLE 1,419,472 94,091 80,614
Arcellx Inc Contra CVR COM 039CVR014 0 47,651 SH SOLE 41,851 0 5,800
Archrock Inc COM 03957W106 76,708,344 2,532,464 SH SOLE 2,363,838 98,377 70,249
Arista Networks Inc COM 040413205 213,660,893 1,049,467 SH SOLE 898,037 74,553 76,877
Arm Holdings PLC COM 042068205 112,714,237 389,126 SH SOLE 332,569 26,247 30,310
ASML Holding N.V. COM N07059210 162,230,971 89,548 SH SOLE 75,289 7,864 6,395
Atlantic Union Bankshares Corp COM 04911A107 96,077,699 2,531,692 SH SOLE 2,320,528 81,767 129,397
Autodesk Inc COM 052769106 1,078,440 5,160 SH SOLE 5,160 0 0
Automatic Data Processing, Inc. COM 053015103 801,276 3,105 SH SOLE 3,105 0 0
Avery Dennison Corporation COM 053611109 17,619,313 103,236 SH SOLE 103,141 0 95
Avista Corporation COM 05379B107 11,617,951 331,090 SH SOLE 245,934 0 85,156
Axon Enterprise Inc COM 05464C101 56,988,653 134,878 SH SOLE 111,677 10,792 12,409
Badger Meter Inc COM 056525108 12,672,895 102,581 SH SOLE 102,492 0 89
Baker Hughes Company COM 05722G100 3,346,924 60,964 SH SOLE 60,964 0 0
Balchem Corp COM 057665200 82,966,819 502,951 SH SOLE 470,885 17,562 14,504
Bancorp Inc COM 05969A105 16,739,694 347,585 SH SOLE 254,085 0 93,500
Bank of Hawaii Corp. COM 062540109 13,376,073 194,081 SH SOLE 143,781 0 50,300
Bank OZK COM 06417N103 9,744,580 212,023 SH SOLE 156,699 0 55,324
BankUnited Inc. COM 06652K103 12,919,415 306,147 SH SOLE 226,347 0 79,800
Beacon Financial Corp. COM 084680107 4,857,147 173,531 SH SOLE 128,731 0 44,800
BEL Fuse Inc COM 077347300 63,101,142 258,484 SH SOLE 242,368 8,693 7,423
Berkshire Hathaway Inc. COM 084670702 622,438 1,250 SH SOLE 1,250 0 0
BJ Wholesale Club Holdings Inc COM 05550J101 33,659,580 365,865 SH SOLE 365,531 0 334
Black Hills Corporation COM 092113109 18,737,289 267,370 SH SOLE 197,770 0 69,600
Blue Bird Corp. COM 095306106 9,085,905 163,710 SH SOLE 121,110 0 42,600
Booking Holdings Inc COM 09857L108 16,214,709 99,532 SH SOLE 81,941 16,338 1,253
Boot Barn Holdings Inc COM 099406100 96,937,270 804,659 SH SOLE 765,220 21,743 17,696
Boston Scientific Corporation COM 101137107 412,318 9,446 SH SOLE 9,446 0 0
Brandywine Realty Trust COM 105368203 3,395,312 1,212,611 SH SOLE 898,211 0 314,400
Brinker International, Inc. COM 109641100 130,009,003 671,777 SH SOLE 626,028 25,078 20,671
Broadcom Inc COM 11135F101 288,331,490 821,013 SH SOLE 713,007 52,812 55,194
Broadridge Financial Solutions Inc. COM 11133T103 270,487 1,679 SH SOLE 1,429 0 250
C4 Therapeutics Inc COM 12529R107 4,184,784 1,256,692 SH SOLE 881,992 0 374,700
Cadence Design Systems, Inc. COM 127387108 12,284,203 37,204 SH SOLE 29,055 7,623 526
Cal-Maine Foods Inc. COM 128030202 13,811,857 202,936 SH SOLE 147,207 0 55,729
Cameco Corporation COM 13321L108 11,194,991 129,168 SH SOLE 102,047 25,376 1,745
Canadian Pacific Kansas City Ltd. COM 13646K108 2,184,177 25,666 SH SOLE 25,016 0 650
Cargurus Inc COM 141788109 66,236,376 2,125,686 SH SOLE 1,954,529 92,802 78,355
Carpenter Technology Corporation COM 144285103 31,992,292 82,280 SH SOLE 82,209 0 71
Casey'S General Stores Inc. COM 147528103 56,976,719 93,641 SH SOLE 83,723 4,994 4,924
Caterpillar Inc COM 149123101 32,241,269 39,765 SH SOLE 39,590 0 175
CAVA Group Inc. COM 148929102 20,454,453 378,086 SH SOLE 289,300 47,658 41,128
CDW Corp COM 12514G108 16,582,986 129,393 SH SOLE 129,275 0 118
Central Pacific Financial Corp. COM 154760409 9,025,151 251,467 SH SOLE 185,598 0 65,869
Century Aluminum Company COM 156431108 11,185,354 310,877 SH SOLE 229,677 0 81,200
Champion Homes Inc. COM 830830105 104,773,135 1,222,557 SH SOLE 1,135,071 49,176 38,310
Chevron Corp. COM 166764100 17,865,726 87,487 SH SOLE 86,076 0 1,411
Church & Dwight Co Inc. COM 171340102 431,286 4,577 SH SOLE 4,476 0 101
Churchill Downs Inc COM 171484108 227,040 3,000 SH SOLE 3,000 0 0
Cintas Corporation COM 172908105 34,873,855 178,785 SH SOLE 161,617 15,536 1,632
Cisco Systems, Inc. COM 17275R102 24,132,302 224,215 SH SOLE 222,931 0 1,284
CleanSpark Inc. COM 18452B209 6,555,688 508,982 SH SOLE 376,782 0 132,200
Clear Secure Inc COM 18467V109 78,843,218 1,879,457 SH SOLE 1,764,300 63,560 51,597
Cloudflare Inc COM 18915M107 76,435,286 220,097 SH SOLE 186,780 16,793 16,524
CME Group Inc. COM 12572Q105 15,659,530 59,774 SH SOLE 59,438 0 336
CNO Financial Group, Inc. COM 12621E103 11,426,084 215,953 SH SOLE 159,853 0 56,100
CNX Resources Corporation COM 12653C108 11,907,657 382,023 SH SOLE 282,123 0 99,900
Coca-Cola Co (The) COM 191216100 935,592 10,869 SH SOLE 10,849 0 20
Cognex Corp COM 192422103 23,623,783 389,510 SH SOLE 313,976 39,288 36,246
Coherent Corp COM 19247G107 473,447 1,645 SH SOLE 1,639 0 6
Colgate-Palmolive Co. COM 194162103 359,453 4,213 SH SOLE 3,822 0 391
Comfort Systems USA Inc. COM 199908104 15,508,061 9,376 SH SOLE 7,383 1,717 276
Commercial Metals Company COM 201723103 5,602,103 90,211 SH SOLE 66,485 0 23,726
Commvault Systems Inc. COM 204166102 117,487,357 783,667 SH SOLE 739,791 24,237 19,639
Congress Large Cap Growth ETF COM 74316P637 2,711,504 66,796 SH SOLE 66,446 0 350
Congress Large Cap Growth Fund - Inst. Cl COM 74316J789 29,414,466 557,409 SH SOLE 550,225 0 7,184
Congress Large Cap Growth Fund - Retail Cl COM 742935216 687,342 13,195 SH SOLE 8,515 0 4,680
Congress Mid Cap Growth Fund Inst Class COM 74316J458 1,553,316 74,931 SH SOLE 74,931 0 0
Congress Small Cap Growth Fund COM 74316P710 1,171,238 21,443 SH SOLE 20,616 0 827
Congress SMID Growth ETF COM 74316P645 4,914,300 145,093 SH SOLE 140,068 0 5,025
Costco Wholesale Corporation COM 22160K105 183,018,668 201,044 SH SOLE 176,546 13,045 11,453
Crane Co. COM 224408104 67,292,511 329,833 SH SOLE 291,234 19,699 18,900
Crane NXT Co COM 224441105 55,844,738 1,185,663 SH SOLE 1,077,695 58,417 49,551
Credo Technology Group Holding Ltd COM G25457105 25,037,722 128,537 SH SOLE 117,912 9,950 675
CRISPR Therapeutics AG COM H17182108 6,153,244 111,230 SH SOLE 99,030 0 12,200
Crowdstrike Holdings Inc COM 22788C105 93,021,633 351,357 SH SOLE 298,895 23,876 28,586
CSW Industrials Inc. COM 126402106 86,879,234 301,580 SH SOLE 283,692 9,627 8,261
Curtiss-Wright Corp. COM 231561101 84,387,939 155,176 SH SOLE 143,088 6,115 5,973
CVR Energy Inc. COM 12662P108 5,645,746 110,723 SH SOLE 81,823 0 28,900
Danaher Corporation COM 235851102 2,382,770 10,755 SH SOLE 10,755 0 0
Darden Restaurants, Inc. COM 237194105 963,216 4,984 SH SOLE 4,984 0 0
Datadog Inc COM 23804L103 69,176,427 252,607 SH SOLE 207,904 22,833 21,870
Deckers Outdoor Corp. COM 243537107 298,417 3,819 SH SOLE 3,627 0 192
Deere & Company COM 244199105 1,728,265 2,574 SH SOLE 2,574 0 0
Dell Technologies Inc COM 24703L202 49,007,721 91,101 SH SOLE 90,635 0 466
DHT Holdings Inc. COM Y2065G121 13,279,577 588,373 SH SOLE 434,273 0 154,100
DigitalOcean Holdings Inc COM 25402D102 19,750,390 148,065 SH SOLE 147,934 0 131
Dutch Bros Inc COM 26701L100 23,440,084 607,886 SH SOLE 562,509 42,877 2,500
DXP Enterprises Inc. COM 233377407 11,600,158 64,015 SH SOLE 47,406 0 16,609
E L F Beauty Inc COM 26856L103 30,264,950 299,742 SH SOLE 299,466 0 276
Eaton Corporation PLC COM G29183103 169,299,620 393,986 SH SOLE 345,976 21,446 26,564
Ecolab Inc. COM 278865100 119,366,178 434,723 SH SOLE 371,944 28,411 34,368
Eli Lilly & Co. COM 532457108 144,073,189 124,514 SH SOLE 109,072 8,045 7,397
Emcor Group Inc COM 29084Q100 76,594,179 101,518 SH SOLE 88,357 6,747 6,414
Encompass Health Corporation COM 29261A100 48,150,848 396,336 SH SOLE 334,058 32,092 30,186
Enpro Inc COM 29355X107 131,993,101 430,984 SH SOLE 400,583 16,532 13,869
Entegris Inc COM 29362U104 32,873,578 213,382 SH SOLE 213,162 0 220
EOG Resources Inc. COM 26875P101 13,399,378 97,266 SH SOLE 96,292 0 974
EQT Corporation COM 26884L109 8,895,949 183,195 SH SOLE 134,583 45,865 2,747
Equinix, Inc. COM 29444U700 2,833,689 2,801 SH SOLE 2,727 0 74
Everpure Inc. COM 74624M102 414,834 3,172 SH SOLE 3,172 0 0
Evolent Health, Inc. COM 30050B101 960,301 275,158 SH SOLE 203,258 0 71,900
ExlService Holdings Inc. COM 302081104 18,488,395 537,766 SH SOLE 537,273 0 493
Expedia Group Inc COM 30212P303 36,950,170 140,303 SH SOLE 114,477 13,200 12,626
Exxonmobil Holdings Corp. COM 30233Q108 15,869,676 97,510 SH SOLE 78,158 18,882 470
F N B Corp (Pennsylvania) COM 302520101 12,036,089 699,366 SH SOLE 516,666 0 182,700
Fabrinet COM G3323L100 434,028 1,023 SH SOLE 1,023 0 0
Fair Isaac Corporation COM 303250104 5,611,876 9,472 SH SOLE 7,289 1,994 189
Fastenal Co. COM 311900104 50,752,166 1,024,675 SH SOLE 862,615 78,133 83,927
Federal Signal Corp. COM 313855108 99,140,020 894,846 SH SOLE 833,465 33,538 27,843
Federated Hermes Inc COM 314211103 5,788,787 102,693 SH SOLE 75,893 0 26,800
Fidelity Covington Trust MSCI CONSM DIS COM 316092204 6,417,834 67,763 SH SOLE 0 0 67,763
Fidelity Covington Trust MSCI INDL INDX COM 316092709 207,543 2,343 SH SOLE 0 0 2,343
Flexsteel Industries Inc. COM 339382103 6,824,060 80,615 SH SOLE 59,679 0 20,936
Floor And Decor Holding Inc. COM 339750101 18,400,136 401,662 SH SOLE 401,288 0 374
Flowserve Corporation COM 34354P105 41,755,269 571,051 SH SOLE 467,714 65,270 38,067
Fortinet Inc COM 34959E109 7,759,257 43,406 SH SOLE 43,406 0 0
Freeport-McMoRan Inc. COM 35671D857 308,700 4,410 SH SOLE 4,331 0 79
FTI Consulting, Inc. COM 302941109 574,896 4,274 SH SOLE 4,274 0 0
Gallagher Aj &Co COM 363576109 221,039 969 SH SOLE 969 0 0
Garmin Ltd COM H2906T109 14,972,623 52,199 SH SOLE 40,283 11,022 894
GE Aerospace COM 369604301 2,188,216 7,007 SH SOLE 7,007 0 0
GE Vernova Inc. COM 36828A101 150,488,754 158,328 SH SOLE 137,045 9,460 11,823
Generac Holdings Inc. COM 368736104 660,171 3,190 SH SOLE 3,190 0 0
General Dynamics Corporation COM 369550108 850,744 2,564 SH SOLE 2,564 0 0
Getty Realty Corp COM 374297109 15,531,682 549,989 SH SOLE 410,192 0 139,797
Global X Funds US INFR DEV ETF COM 37954Y673 1,361,386 25,931 SH SOLE 25,931 0 0
Globus Med Inc COM 379577208 27,040,847 361,026 SH SOLE 297,629 32,777 30,620
Goldman Sachs Group, Inc. COM 38141G104 126,681,229 140,701 SH SOLE 120,833 11,114 8,754
Group 1 Automotive, Inc. COM 398905109 8,270,512 34,397 SH SOLE 25,197 0 9,200
Gulfport Energy Corporation COM 402635502 7,962,950 52,917 SH SOLE 39,117 0 13,800
Halozyme Therapeutics Inc COM 40637H109 251,890,296 2,281,615 SH SOLE 2,062,624 138,422 80,569
Hamilton Lane Inc COM 407497106 11,165,382 128,545 SH SOLE 100,091 26,831 1,623
Hawkins Inc COM 420261109 19,592,896 155,499 SH SOLE 155,365 0 134
Heico Corp COM 422806109 62,046,674 204,653 SH SOLE 166,609 26,261 11,783
Helios Technologies Inc COM 42328H109 10,333,509 152,142 SH SOLE 112,108 0 40,034
Highwoods Properties, Inc. COM 431284108 15,666,685 539,858 SH SOLE 398,758 0 141,100
Hilton Worldwide Holdings Inc COM 43300A203 104,568,570 328,708 SH SOLE 277,472 22,856 28,380
Home Depot Inc. COM 437076102 18,706,678 65,755 SH SOLE 65,285 0 470
Howmet Aerospace Inc COM 443201108 134,928,640 596,554 SH SOLE 520,037 36,169 40,348
Huron Consulting Group Inc. COM 447462102 16,746,464 106,781 SH SOLE 78,881 0 27,900
Idacorp Inc COM 451107106 3,277,755 25,073 SH SOLE 18,473 0 6,600
IDEAYA Biosciences Inc. COM 45166A102 5,674,480 147,696 SH SOLE 106,069 0 41,627
IDEXX Laboratories Inc. COM 45168D104 91,692,125 175,592 SH SOLE 139,531 19,623 16,438
Illinois Tool Works Inc. COM 452308109 416,536 1,619 SH SOLE 1,613 0 6
IM Global Partner Funds IMGP DBI MANAGED FUTURES STRATEGY ETF COM 53700T827 1,566,342 48,151 SH SOLE 48,151 0 0
IMAX Corporation COM 45245E109 139,288,229 2,541,756 SH SOLE 2,373,801 91,591 76,364
Independence Realty Trust Inc COM 45378A106 17,673,849 1,216,370 SH SOLE 898,724 0 317,646
Interactive Brokers Group Inc COM 45841N107 128,338,006 1,502,435 SH SOLE 1,288,899 107,926 105,610
Intercontinental Exchange Inc COM 45866F104 247,809 1,630 SH SOLE 1,630 0 0
InterDigital, Inc. COM 45867G101 149,357,193 458,053 SH SOLE 428,355 16,112 13,586
Interface, Inc. COM 458665304 253,081 7,357 SH SOLE 7,357 0 0
International Business Machines Corp. COM 459200101 11,145,176 50,676 SH SOLE 38,917 11,048 711
Intuitive Surgical Inc. COM 46120E602 13,459,876 33,101 SH SOLE 28,086 4,659 356
Invesco Actively Managed Exchange-Traded Commodity Fund Trust OPTIMUM YIELD COM 46090F100 1,789,362 92,713 SH SOLE 92,713 0 0
Invesco Exchange Traded Fund Trust II S&P SMLCP HELT COM 46138E149 45,640 45,640 SH SOLE 0 0 45,640
Invesco Exchange Traded Fund Trust II S&P SMLCP INDL COM 46138E123 23,048 23,048 SH SOLE 0 0 23,048
Invesco Exchange Traded Fund Trust II S&P SMLCP INFO COM 46138E115 68,799 68,799 SH SOLE 0 0 68,799
Invesco QQQ Trust, Series 1 UNIT SER 1 COM 46090E103 386,003 522 SH SOLE 522 0 0
IQVIA Holdings Inc. COM 46266C105 24,559,985 91,352 SH SOLE 75,056 8,422 7,874
Ishares Inc MSCI GLB SLV&MTL COM 464286327 38,732 38,732 SH SOLE 0 0 38,732
iShares Trust CHINA LG-CAP ETF COM 464287184 405,314 11,914 SH SOLE 11,914 0 0
iShares Trust CORE 30/70 CONSERVATIVE ALLOCATION ETF COM 464289883 41,559 41,559 SH SOLE 62 0 41,497
iShares Trust CORE S&P500 ETF COM 464287200 934,337 1,220 SH SOLE 1,220 0 0
iShares Trust ISHARES BIOTECHNOLOGY ETF COM 464287556 1,313,707 6,240 SH SOLE 0 0 6,240
iShares Trust ISHARES SEMICONDUCTOR ETF COM 464287523 1,212,909 2,133 SH SOLE 0 0 2,133
iShares Trust MSCI AC ASIA ETF COM 464288182 1,658,691 14,246 SH SOLE 14,246 0 0
iShares Trust MSCI EAFE ETF COM 464287465 2,696,449 25,955 SH SOLE 25,955 0 0
iShares Trust PFD AND INCM SEC COM 464288687 2,527,305 85,671 SH SOLE 85,671 0 0
iShares Trust RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF COM 464288562 13,633 13,633 SH SOLE 0 0 13,633
iShares Trust RUS 1000 GRW ETF COM 464287614 7,420,277 59,239 SH SOLE 23,415 0 35,824
iShares Trust RUS 2000 GRW ETF COM 464287648 1,087,474 3,047 SH SOLE 1,228 0 1,819
iShares Trust RUS 2000 VAL ETF COM 464287630 355,646 1,698 SH SOLE 1,698 0 0
iShares Trust RUS MD CP GR ETF COM 464287481 6,802,631 49,409 SH SOLE 9,234 0 40,175
iShares Trust RUSEL 2500 ETF COM 46435G268 4,282,157 50,072 SH SOLE 6,621 0 43,451
iShares Trust RUSSELL 2000 ETF COM 464287655 736,409 2,650 SH SOLE 2,650 0 0
iShares Trust S&P MC 400GR ETF COM 464287606 479,325 4,373 SH SOLE 1,975 0 2,398
iShares Trust S&P SML 600 GWT COM 464287887 311,361 1,942 SH SOLE 0 0 1,942
iShares Trust U.S. MED DVC ETF COM 464288810 263,557 263,557 SH SOLE 0 0 263,557
iShares Trust U.S. PHARMA ETF COM 464288836 55,779 55,779 SH SOLE 0 0 55,779
iShares Trust US HLTHCARE ETF COM 464287762 362,666 5,068 SH SOLE 0 0 5,068
iShares Trust US HOME CONS ETF COM 464288752 1,590,291 18,275 SH SOLE 0 0 18,275
Janux Therapeutics Inc COM 47103J105 1,455,166 84,211 SH SOLE 60,411 0 23,800
JBT Marel Corp. COM 477839104 63,148,094 598,050 SH SOLE 557,629 22,537 17,884
JFrog Ltd COM M6191J100 137,826,009 1,420,301 SH SOLE 1,349,668 38,645 31,988
Johnson & Johnson COM 478160104 9,925,725 37,492 SH SOLE 29,847 7,375 270
JP Morgan Trust I HEDGED EQUITY I COM 46637K281 326,876 9,239 SH SOLE 0 9,239 0
JPMorgan Chase & Co. COM 46625H100 42,218,529 127,614 SH SOLE 118,437 8,116 1,061
Karman Holdings Inc. COM 485924104 34,650,853 1,068,811 SH SOLE 912,991 80,114 75,706
Keysight Technologies, Inc. COM 49338L103 13,932,539 38,272 SH SOLE 29,479 8,386 407
Kirby Corp COM 497266106 99,894,244 761,099 SH SOLE 711,116 27,286 22,697
KLA Corp. COM 482480100 14,945,006 76,669 SH SOLE 74,466 0 2,203
Klaviyo Inc COM 49845K101 12,185,402 774,660 SH SOLE 573,003 0 201,657
Knife River Corp. COM 498894104 5,367,007 106,446 SH SOLE 78,846 0 27,600
Korn Ferry COM 500643200 4,230,839 59,098 SH SOLE 43,298 0 15,800
Krystal Biotech Inc COM 501147102 17,985,842 54,083 SH SOLE 54,035 0 48
Lam Research Corporation COM 512807306 16,879,222 51,381 SH SOLE 41,440 9,240 701
LCI Industries COM 50189K103 6,617,211 79,087 SH SOLE 58,287 0 20,800
Lemaitre Vascular Inc. COM 525558201 79,411,454 961,514 SH SOLE 898,147 34,470 28,897
Ligand Pharmaceuticals Incorporated COM 53220K504 205,713,138 658,556 SH SOLE 622,449 19,421 16,686
Lincoln Electric Holdings Inc. COM 533900106 27,844,555 105,241 SH SOLE 105,051 0 190
Linde PLC COM G54950103 17,968,504 37,856 SH SOLE 37,630 0 226
LivaNova PLC COM G5509L101 114,964,353 1,502,802 SH SOLE 1,402,158 55,416 45,228
Lowes Companies, Inc. COM 548661107 222,991 1,210 SH SOLE 1,210 0 0
Lumen Technologies Inc COM 550241103 6,671,991 1,191,427 SH SOLE 880,292 0 311,135
Lumentum Holdings Inc. COM 55024U109 69,072,126 71,116 SH SOLE 60,572 4,734 5,810
M/I Homes Inc. COM 55305B101 18,630,643 137,872 SH SOLE 101,973 0 35,899
Madison Square Garden Entertainment Corp New COM 558256103 24,280,300 303,087 SH SOLE 302,807 0 280
Marqeta Inc COM 57142B203 8,319,868 489,548 SH SOLE 364,123 0 125,425
Marriott International, Inc. COM 571903202 15,493,991 43,563 SH SOLE 43,322 0 241
Marsh & McLennan Companies, Inc. COM 571748102 2,064,296 12,091 SH SOLE 12,091 0 0
Martin Marietta Materials Inc COM 573284106 16,725,175 34,858 SH SOLE 33,776 734 348
Marvell Technology Inc COM 573874104 944,022 3,573 SH SOLE 3,573 0 0
MasterCard Incorporated COM 57636Q104 23,785,734 43,132 SH SOLE 37,134 5,527 471
Matador Resources Company COM 576485205 7,362,450 142,738 SH SOLE 106,876 0 35,862
Materion Corp COM 576690101 51,835,193 192,274 SH SOLE 181,820 5,614 4,840
McDonald's Corp. COM 580135101 10,238,657 44,335 SH SOLE 44,069 0 266
Medpace Holdings Inc. COM 58506Q109 37,749,782 60,479 SH SOLE 60,427 0 52
Medtronic PLC COM G5960L103 76,201,059 883,081 SH SOLE 749,891 59,673 73,517
Mercadolibre Inc COM 58733R102 475,346 275 SH SOLE 275 0 0
Merck & Co., Inc COM 58933Y105 2,645,228 18,204 SH SOLE 18,204 0 0
Merit Medical Systems Inc. COM 589889104 108,708,005 1,260,675 SH SOLE 1,178,057 49,330 33,288
Meritage Homes Corp COM 59001A102 2,406,925 38,296 SH SOLE 28,296 0 10,000
Meta Platforms Inc COM 30303M102 203,699,123 280,895 SH SOLE 242,848 20,181 17,866
Mettler-Toledo International Inc COM 592688105 213,044 141 SH SOLE 128 0 13
Micron Technology Inc. COM 595112103 126,173,254 118,460 SH SOLE 98,462 10,071 9,927
Microsoft Corp. COM 594918104 410,952,732 801,234 SH SOLE 693,314 53,898 54,022
Mirion Technologies Inc COM 60471A101 85,207,535 6,034,528 SH SOLE 5,694,460 184,602 155,466
Modine Manufacturing Co. COM 607828100 1,026,418 5,483 SH SOLE 5,483 0 0
MongoDB Inc. COM 60937P106 175,122,765 502,346 SH SOLE 420,122 38,979 43,245
Monolithic Power Systems Inc. COM 609839105 100,207,812 74,381 SH SOLE 64,706 4,868 4,807
Monster Beverage Corp COM 61174X109 12,311,487 295,807 SH SOLE 232,283 51,905 11,619
Moodys Corp. COM 615369105 88,584,555 195,064 SH SOLE 166,943 12,474 15,647
Moog Inc. COM 615394202 154,030,514 403,781 SH SOLE 375,447 15,916 12,418
MoonLake Immunotherapeutics COM 61559X104 2,619,431 223,883 SH SOLE 156,083 0 67,800
Morgan Stanley COM 617446448 794,110 4,222 SH SOLE 4,222 0 0
Motorola Solutions Inc COM 620076307 11,796,445 26,451 SH SOLE 26,270 0 181
MYR Grp Inc COM 55405W104 41,851,903 143,103 SH SOLE 119,815 0 23,288
NAPCO Security Technologies Inc. COM 630402105 10,841,949 304,378 SH SOLE 225,674 0 78,704
Navan Inc. COM 639193101 335,840 16,000 SH SOLE 16,000 0 0
Netflix, Inc. COM 64110L106 13,163,560 189,186 SH SOLE 153,084 33,534 2,568
Neurocrine Biosciences Inc COM 64125C109 17,140,229 120,842 SH SOLE 120,732 0 110
NextEra Energy Inc COM 65339F101 16,402,114 216,558 SH SOLE 212,862 0 3,696
Nomad Foods Ltd. COM G6564A105 15,819,160 1,531,380 SH SOLE 1,132,585 0 398,795
Northrop Grumman Corporation COM 666807102 255,593 529 SH SOLE 529 0 0
Nova Ltd COM M7516K103 844,358 2,192 SH SOLE 2,192 0 0
Novanta Inc COM 67000B104 139,323,734 979,842 SH SOLE 928,774 28,136 22,932
NVent Electric PLC COM G6700G107 100,430,537 626,243 SH SOLE 566,236 30,642 29,365
NVIDIA Corp. COM 67066G104 587,262,985 2,571,429 SH SOLE 2,235,930 173,063 162,436
NXP Semiconductors NV COM N6596X109 696,913 2,934 SH SOLE 2,920 0 14
O'Reilly Automotive Inc. COM 67103H107 23,173,685 271,323 SH SOLE 235,157 28,583 7,583
Okta Inc. COM 679295105 22,511,319 107,653 SH SOLE 83,681 22,502 1,470
Old Second Bancorp Inc. COM 680277100 10,070,312 411,201 SH SOLE 303,942 0 107,259
Ollies Bargain Outlet Holdings Inc. COM 681116109 20,064,797 234,265 SH SOLE 234,057 0 208
Onto Innovation Inc. COM 683344105 355,840 1,156 SH SOLE 1,151 0 5
Oracle Corp. COM 68389X105 292,724 2,132 SH SOLE 2,132 0 0
Oroco Resources Co COM 687033100 7,040 21,675 SH SOLE 21,675 0 0
Otter Tail Corporation COM 689648103 14,586,705 165,683 SH SOLE 122,542 0 43,141
Palantir Technologies Inc COM 69608A108 94,774,026 506,678 SH SOLE 419,704 50,019 36,955
Palo Alto Networks Inc COM 697435105 978,887 2,464 SH SOLE 2,211 0 253
Parker-Hannifin Corp. COM 701094104 139,629,470 146,145 SH SOLE 127,659 8,366 10,120
Patrick Industries Inc. COM 703343103 13,704,852 202,196 SH SOLE 151,283 0 50,913
Penumbra Inc. COM 70975L107 1,559,866 4,900 SH SOLE 4,900 0 0
Philip Morris International Inc. COM 718172109 744,389 3,901 SH SOLE 3,901 0 0
PJT Partners Inc. COM 69343T107 103,975,607 728,580 SH SOLE 691,298 20,575 16,707
Plexus Corp COM 729132100 82,302,586 315,396 SH SOLE 297,998 5,994 11,404
Portland General Electric Company COM 736508847 7,973,542 178,659 SH SOLE 131,759 0 46,900
Powell Industries Inc. COM 739128106 9,488,798 51,438 SH SOLE 38,038 0 13,400
Power Integrations Inc. COM 739276103 47,348,759 914,069 SH SOLE 811,825 55,917 46,327
Prestige Consumer Healthcare Inc COM 74112D101 7,515,066 163,834 SH SOLE 125,649 0 38,185
Price T Rowe Group Inc. COM 74144T108 3,930,073 37,771 SH SOLE 37,771 0 0
Qnity Electronics Inc. COM 74743L100 44,360,395 352,795 SH SOLE 288,828 33,453 30,514
Quanta Services, Inc. COM 74762E102 86,500,911 134,630 SH SOLE 110,504 16,468 7,658
Rambus Inc. COM 750917106 38,112,893 356,996 SH SOLE 356,687 0 309
Range Resources Corp. COM 75281A109 24,156,478 652,173 SH SOLE 650,871 0 1,302
Raymond James Financial Inc. COM 754730109 71,476,859 452,328 SH SOLE 394,299 29,439 28,590
Rayonier Inc COM 754907103 7,392,532 402,643 SH SOLE 300,843 0 101,800
Relay Therapeutics Inc COM 75943R102 14,070,769 779,544 SH SOLE 556,644 0 222,900
Repligen Corporation COM 759916109 196,248,953 1,020,907 SH SOLE 968,606 28,345 23,956
ResMed Inc. COM 761152107 297,601 1,346 SH SOLE 1,269 0 77
Rio Tinto Finance (USA) plc COM 76720AAS5 25,536,901 26,010,000 PRN SOLE 25,963,000 0 47,000
Robinhood Markets Inc COM 770700102 585,000 5,200 SH SOLE 5,200 0 0
Roku Inc COM 77543R102 39,713,406 260,792 SH SOLE 211,983 25,226 23,583
Roper Technologies Inc COM 776696106 215,586 617 SH SOLE 599 0 18
Ross Stores Inc COM 778296103 48,363,237 207,212 SH SOLE 168,770 20,070 18,372
Royalty Pharma PLC COM G7709Q104 30,761,206 527,094 SH SOLE 410,262 60,536 56,296
RPC Inc COM 749660106 10,836,996 1,924,866 SH SOLE 1,420,966 0 503,900
Rubrik Inc. COM 781154109 81,909,009 715,550 SH SOLE 665,326 25,698 24,526
S&P Global Inc COM 78409V104 509,915 1,293 SH SOLE 1,293 0 0
Samsara Inc COM 79589L106 32,209,250 844,722 SH SOLE 843,656 0 1,066
Select Sector Spdr Trust STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF COM 81369Y852 3,749,787 33,791 SH SOLE 0 0 33,791
Select Sector Spdr Trust STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF COM 81369Y407 5,537,779 50,880 SH SOLE 0 0 50,880
Sensient Technologies Corp COM 81725T100 121,841,378 932,079 SH SOLE 870,616 33,568 27,895
Servicenow Inc COM 81762P102 2,173,374 16,218 SH SOLE 16,173 0 45
Shopify Inc COM 82509L107 108,383,952 730,843 SH SOLE 620,436 49,890 60,517
Sitime Corporation COM 82982T106 20,866,264 32,002 SH SOLE 25,141 3,546 3,315
SM Energy Co. COM 78454L100 4,655,378 137,815 SH SOLE 101,915 0 35,900
Snowflake Inc COM 833445109 12,102,937 35,643 SH SOLE 26,576 8,549 518
Solaris Energy Infrastructure Inc COM 83418M103 23,861,601 335,229 SH SOLE 334,945 0 284
Southern Co. COM 842587107 448,518 5,411 SH SOLE 5,411 0 0
Southern Copper Corporation COM 84265V105 263,229 1,299 SH SOLE 1,299 0 0
SPDR Series Trust STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF COM 78464A631 7,556,556 32,677 SH SOLE 0 0 32,677
SPDR Series Trust STATE STREET SPDR S&P HOMEBUILDERS ETF COM 78464A888 103,832 103,832 SH SOLE 0 0 103,832
SPDR Series Trust STATE STREET SPDR S&P SEMICONDUCTOR ETF COM 78464A862 25,433 25,433 SH SOLE 0 0 25,433
SPDR Series Trust STATE STREET SPDR S&P SOFTWARE & SERVICES ETF COM 78464A599 20,100 20,100 SH SOLE 0 0 20,100
Spire Inc COM 84857L101 6,682,597 87,825 SH SOLE 64,925 0 22,900
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State Street Spdr S&p 500 Etf Trust TR UNIT COM 78462F103 1,508,662 1,978 SH SOLE 1,842 0 136
State Street Spdr S&p Midcap 400 Etf Trust UTSER1 S&PDCRP COM 78467Y107 573,308 873 SH SOLE 873 0 0
Steris PLC COM G8473T100 36,691,480 174,713 SH SOLE 172,517 0 2,196
Sterling Infrastructure Inc COM 859241101 33,081,057 67,268 SH SOLE 67,203 0 65
Stryker Corporation COM 863667101 17,125,534 62,186 SH SOLE 61,899 0 287
Synopsys Inc COM 871607107 2,142,514 4,926 SH SOLE 4,922 0 4
Talos Energy Inc COM 87484T108 10,128,731 620,253 SH SOLE 461,853 0 158,400
Tango Therapeutics Inc. COM 87583X109 11,937,427 478,454 SH SOLE 342,754 0 135,700
Tapestry Inc COM 876030107 72,450,954 629,789 SH SOLE 555,104 38,847 35,838
TE Connectivity PLC COM G87052109 17,917,584 84,885 SH SOLE 84,451 0 434
Teledyne Technologies Inc COM 879360105 604,990 997 SH SOLE 854 0 143
Telephone and Data Systems Inc. COM 879433829 13,929,782 410,666 SH SOLE 298,731 0 111,935
Teradyne Inc. COM 880770102 42,672,525 106,439 SH SOLE 87,769 9,687 8,983
Terreno Realty Corporation COM 88146M101 30,599,860 474,049 SH SOLE 426,152 0 47,897
Tesla Inc COM 88160R101 73,200,739 206,310 SH SOLE 172,132 18,105 16,073
Texas Capital Bancshares, Inc. COM 88224Q107 8,725,577 93,803 SH SOLE 69,303 0 24,500
Texas Instruments Inc. COM 882508104 93,981,475 335,540 SH SOLE 280,671 25,793 29,076
Texas Roadhouse Inc COM 882681109 254,991 1,631 SH SOLE 1,631 0 0
TG Therapeutics Inc COM 88322Q108 145,391,462 2,606,516 SH SOLE 2,426,001 99,691 80,824
The Allstate Corporation COM 020002101 364,072 1,641 SH SOLE 1,641 0 0
The Bank of New York Mellon Corp. COM 064058100 17,527,433 121,188 SH SOLE 117,640 0 3,548
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The Procter & Gamble Co. COM 742718109 2,878,804 19,816 SH SOLE 16,816 0 3,000
The Progressive Corporation COM 743315103 835,459 4,030 SH SOLE 4,030 0 0
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The Vita Coco Company Inc COM 92846Q107 71,014,579 1,240,321 SH SOLE 1,143,568 52,495 44,258
Thermo Fisher Scientific Inc COM 883556102 3,040,871 4,505 SH SOLE 4,505 0 0
TKO Group Holdings Inc. COM 87256C101 28,950,123 161,085 SH SOLE 127,805 17,577 15,703
Toast Inc COM 888787108 50,879,537 1,755,072 SH SOLE 1,409,577 212,818 132,677
TransMedics Group Inc. COM 89377M109 21,108,844 252,952 SH SOLE 252,722 0 230
Twilio Inc COM 90138F102 46,917,896 160,425 SH SOLE 130,931 15,453 14,041
Uber Technologies Inc COM 90353T100 293,976 4,291 SH SOLE 4,235 0 56
UFP Technologies Inc. COM 902673102 171,790,511 578,770 SH SOLE 541,869 14,957 21,944
UMB Financial Corp. COM 902788108 47,477,829 365,186 SH SOLE 318,215 0 46,971
Union Pacific Corporation COM 907818108 368,176 1,353 SH SOLE 1,353 0 0
United Rentals, Inc. COM 911363109 2,688,095 2,686 SH SOLE 2,586 0 100
UnitedHealth Group Inc. COM 91324P102 1,164,731 3,173 SH SOLE 3,173 0 0
US Foods Holding Corp COM 912008109 337,396 3,659 SH SOLE 3,659 0 0
Valmont Industries, Inc. COM 920253101 41,283,371 89,169 SH SOLE 89,088 0 81
Vaneck Developing DVD Leaders COM 33738R118 64,427 64,427 SH SOLE 0 0 64,427
VanEck ETF Trust FALLEN ANGEL HIGH YIELD BOND ETF COM 92189F437 2,540,462 91,351 SH SOLE 91,351 0 0
VanEck ETF Trust SEMICONDUCTOR ETF COM 92189F676 2,382,408 3,912 SH SOLE 0 0 3,912
Vanguard Index Funds MORNINGSTAR GROWTH ETF COM 922908736 2,318,350 25,728 SH SOLE 25,596 0 132
Vanguard Index Funds MORNINGSTAR SMALL-CAP GROWTH ETF COM 922908595 20,616 20,616 SH SOLE 2,869 0 17,747
Vanguard Index Funds S&P 500 ETF SHS COM 922908363 1,178,847 1,682 SH SOLE 1,682 0 0
Vanguard International Equity Index Funds FTSE EMR MKT ETF COM 922042858 3,693,176 62,269 SH SOLE 62,269 0 0
Vanguard International Equity Index Funds FTSE SMCAP ETF COM 922042718 1,609,786 10,369 SH SOLE 10,369 0 0
Vanguard World Fund CONSUM STP ETF COM 92204A207 228,684 1,048 SH SOLE 0 0 1,048
Vanguard World Fund INDUSTRIAL ETF COM 92204A603 1,412,167 4,406 SH SOLE 0 0 4,406
Vanguard World Fund MATERIALS ETF COM 92204A801 1,166,991 5,349 SH SOLE 0 0 5,349
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Veracyte Inc COM 92337F107 89,971,276 1,954,198 SH SOLE 1,817,585 74,122 62,491
Vericel Corporation COM 92346J108 102,439,929 2,552,066 SH SOLE 2,345,942 89,927 116,197
Vertex Pharmaceuticals Incorporated COM 92532F100 213,829 409 SH SOLE 398 0 11
Vertiv Holdings Co COM 92537N108 1,206,550 5,000 SH SOLE 5,000 0 0
Viking Holdings Ltd. COM G93A5A101 1,041,946 13,302 SH SOLE 13,208 0 94
Virtu Financial Inc COM 928254101 23,920,783 433,662 SH SOLE 319,595 0 114,067
Visa Inc COM 92826C839 187,649,117 522,219 SH SOLE 460,516 27,243 34,460
Vistra Corp COM 92840M102 11,871,333 85,807 SH SOLE 65,401 19,209 1,197
WaFd Inc COM 938824109 10,117,148 338,027 SH SOLE 250,327 0 87,700
Walmart Inc COM 931142103 14,371,431 138,293 SH SOLE 135,100 0 3,193
Wealthfront Corp. COM 947002101 11,726,317 1,129,703 SH SOLE 837,116 0 292,587
Welltower Inc. COM 95040Q104 160,427,293 696,783 SH SOLE 607,024 40,930 48,829
Williams Companies Inc. (The) COM 969457100 114,086,077 1,678,477 SH SOLE 1,446,140 107,657 124,680
Williams-Sonoma Inc. COM 969904101 32,739,250 143,631 SH SOLE 111,785 16,441 15,405
Winmark Corp. COM 974250102 12,590,544 41,942 SH SOLE 31,007 0 10,935
Wintrust Financial Corporation COM 97650W108 16,628,464 117,250 SH SOLE 85,050 0 32,200
Zoetis Inc. COM 98978V103 527,286 7,551 SH SOLE 7,551 0 0