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 862,462 3,297 SH SOLE 0 3,297 0
ADDUS HOMECARE CORP COM 006739106 792,903 7,173 SH SOLE 0 7,173 0
ADVANCED MICRO DEVICES INC COM 007903107 61,266,540 100,148 SH SOLE 0 91,608 8,540
AIRBNB INC COM CL A 009066101 1,565,534 9,745 SH SOLE 0 9,745 0
ALLIENT INC COM 019330109 1,384,733 12,408 SH SOLE 0 12,408 0
ALPHABET INC CAP STK CL A 02079K305 63,006,897 183,117 SH SOLE 0 168,187 14,930
ALPHABET INC CAP STK CL C 02079K107 6,410,342 18,813 SH SOLE 0 18,813 0
AMAZON COM INC COM 023135106 2,854,013 11,455 SH SOLE 0 11,455 0
AMERICAN EXPRESS CO COM 025816109 31,471,005 103,489 SH SOLE 0 94,319 9,170
AMERIPRISE FINL INC COM 03076C106 634,639 1,289 SH SOLE 0 1,289 0
ANALOG DEVICES INC COM 032654105 45,262,231 114,094 SH SOLE 0 104,044 10,050
APPLE INC COM 037833100 69,823,637 209,668 SH SOLE 0 193,848 15,820
APPLIED INDL TECHNOLOGIES IN COM 03820C105 1,305,567 3,929 SH SOLE 0 3,929 0
APPLIED MATLS INC COM 038222105 1,363,850 2,667 SH SOLE 0 2,667 0
APPLOVIN CORP COM CL A 03831W108 948,835 3,267 SH SOLE 0 3,267 0
ARCH CAP GROUP LTD ORD G0450A105 25,317,077 274,113 SH SOLE 0 249,882 24,231
ARISTA NETWORKS INC COM SHS 040413205 53,244,486 261,528 SH SOLE 0 239,118 22,410
ARLO TECHNOLOGIES INC COM 04206A101 679,644 54,810 SH SOLE 0 54,810 0
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 499,648 13,833 SH SOLE 0 13,833 0
AUTODESK INC COM 052769106 1,558,095 7,455 SH SOLE 0 7,455 0
AUTOMATIC DATA PROCESSING IN COM 053015103 1,396,621 5,412 SH SOLE 0 5,412 0
AVEANNA HEALTHCARE HLDGS INC COM 05356F105 1,116,639 89,979 SH SOLE 0 89,979 0
AVEPOINT INC COM CL A 053604104 895,798 63,622 SH SOLE 0 63,622 0
AZZ INC COM 002474104 984,138 7,323 SH SOLE 0 7,323 0
BANK OF NY MELLON CORP COM 064058100 457,031 3,160 SH SOLE 0 3,160 0
BLUE BIRD CORP COM 095306106 600,788 10,825 SH SOLE 0 10,825 0
BOOKING HOLDINGS INC COM 09857L108 27,138,199 166,584 SH SOLE 0 152,059 14,525
BOX INC CL A 10316T104 907,978 27,120 SH SOLE 0 27,120 0
BP PLC SPONSORED ADR 055622104 320,247 7,280 SH SOLE 0 7,280 0
BRIGHTSPRING HEALTH SVCS INC COM 10950A106 1,101,177 19,404 SH SOLE 0 19,404 0
BRINKER INTL INC COM 109641100 1,052,223 5,437 SH SOLE 0 5,437 0
BRISTOL-MYERS SQUIBB CO COM 110122108 217,776 3,490 SH SOLE 0 3,490 0
BROADCOM INC COM 11135F101 60,058,758 171,015 SH SOLE 0 156,725 14,290
CADENCE DESIGN SYSTEM INC COM 127387108 27,330,105 82,772 SH SOLE 0 75,472 7,300
CARDINAL HEALTH INC COM 14149Y108 690,195 3,102 SH SOLE 0 3,102 0
CARGURUS INC COM CL A 141788109 819,383 26,296 SH SOLE 0 26,296 0
CATERPILLAR INC COM 149123101 1,105,107 1,363 SH SOLE 0 1,363 0
CBOE GLOBAL MKTS INC COM 12503M108 26,868,304 97,600 SH SOLE 0 88,940 8,660
CELESTICA INC COM 15101Q207 386,730 1,070 SH SOLE 0 1,070 0
CHARLES SCHWAB CORP (THE) COM 808513105 25,962,481 265,628 SH SOLE 0 243,478 22,150
CIENA CORP COM NEW 171779309 282,511 803 SH SOLE 0 803 0
CLEAR SECURE INC COM CL A 18467V109 1,062,258 25,322 SH SOLE 0 25,322 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104 294,959 2,900 SH SOLE 0 2,900 0
COLGATE PALMOLIVE CO COM 194162103 332,748 3,900 SH SOLE 0 3,900 0
COLLEGIUM PHARMACEUTICAL INC COM 19459J104 491,910 22,544 SH SOLE 0 22,544 0
COMFORT SYS USA INC COM 199908104 52,269,244 31,600 SH SOLE 0 28,870 2,730
COMMERCIAL METALS CO COM 201723103 708,251 11,405 SH SOLE 0 11,405 0
COSTCO WHOLESALE CORPORATION COM 22160K105 37,687,166 41,399 SH SOLE 0 37,864 3,535
COVISTA INC COM 00737L103 993,242 8,128 SH SOLE 0 8,128 0
CUMMINS INC COM 231021106 547,564 1,060 SH SOLE 0 1,060 0
DARLING INGREDIENTS INC COM 237266101 772,413 12,723 SH SOLE 0 12,723 0
DAVITA INC COM 23918K108 437,825 2,503 SH SOLE 0 2,503 0
DELL TECHNOLOGIES INC CL C 24703L202 1,613,850 3,000 SH SOLE 0 3,000 0
DEXCOM INC COM 252131107 37,373,407 433,114 SH SOLE 0 394,414 38,700
DISNEY WALT CO COM 254687106 18,364,004 175,062 SH SOLE 0 158,712 16,350
DOCUSIGN INC COM 256163106 512,690 7,635 SH SOLE 0 7,635 0
DOLLAR GEN CORP COM 256677105 27,480,201 229,806 SH SOLE 0 208,606 21,200
ELASTIC N V ORD SHS N14506104 436,034 4,755 SH SOLE 0 4,755 0
ELI LILLY & CO COM 532457108 2,263,248 1,956 SH SOLE 0 1,956 0
ETSY INC COM 29786A106 794,826 11,118 SH SOLE 0 11,118 0
EVERTEC INC COM 30040P103 492,188 18,263 SH SOLE 0 18,263 0
EVERUS CONSTR GROUP COM 300426103 461,501 3,927 SH SOLE 0 3,927 0
EXPEDIA GROUP INC COM NEW 30212P303 657,347 2,496 SH SOLE 0 2,496 0
EXXONMOBIL HOLDINGS CORP COM SHS 30233Q108 20,251,471 124,433 SH SOLE 0 113,323 11,110
FABRINET SHS G3323L100 808,659 1,906 SH SOLE 0 1,906 0
FIRST FINL BANKSHARES INC COM 32020R109 355,615 11,204 SH SOLE 0 11,204 0
FORTINET INC COM 34959E109 694,304 3,884 SH SOLE 0 3,884 0
GE AEROSPACE COM NEW 369604301 1,018,690 3,262 SH SOLE 0 3,262 0
GE VERNOVA INC COM 36828A101 873,500 919 SH SOLE 0 919 0
HASBRO INC COM 418056107 31,706,228 361,613 SH SOLE 0 329,563 32,050
HOWMET AEROSPACE INC COM 443201108 762,000 3,369 SH SOLE 0 3,369 0
HUBBELL INC COM 443510607 25,838,870 56,964 SH SOLE 0 51,904 5,060
HUBSPOT INC COM 443573100 531,923 2,595 SH SOLE 0 2,595 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 1,677,649 19,640 SH SOLE 0 19,640 0
ISHARES INC MSCI STH KOR ETF 464286772 429,533 2,350 SH SOLE 0 2,350 0
ISHARES INC MSCI TAIWAN ETF 46434G772 443,697 3,930 SH SOLE 0 3,930 0
JABIL INC COM 466313103 31,972,555 111,457 SH SOLE 0 101,957 9,500
JPMORGAN CHASE & CO COM 46625H100 30,549,835 92,343 SH SOLE 0 84,053 8,290
KAISER ALUMINIUM CORPORATION COM PAR $0.01 483007704 571,315 3,945 SH SOLE 0 3,945 0
KINROSS GOLD CORP COM 496902404 328,933 13,660 SH SOLE 0 13,660 0
KLA CORP COM NEW 482480100 44,812,653 229,891 SH SOLE 0 210,541 19,350
KULICKE & SOFFA INDS INC COM 501242101 955,978 10,143 SH SOLE 0 10,143 0
LAM RESEARCH CORP COM NEW 512807306 36,116,718 109,941 SH SOLE 0 100,461 9,480
LUMENTUM HLDGS INC COM 55024U109 1,104,323 1,137 SH SOLE 0 1,137 0
MARATHON PETE CORP COM 56585A102 24,391,087 61,684 SH SOLE 0 56,204 5,480
MASTERCARD INCORPORATED CL A 57636Q104 501,838 910 SH SOLE 0 910 0
MATADOR RES CO COM 576485205 667,497 12,941 SH SOLE 0 12,941 0
MCKESSON CORP COM 58155Q103 35,265,768 41,304 SH SOLE 0 37,723 3,581
MEDPACE HLDGS INC COM 58506Q109 41,465,526 66,432 SH SOLE 0 60,732 5,700
MERIT MED SYS INC COM 589889104 795,386 9,224 SH SOLE 0 9,224 0
META PLATFORMS INC CL A 30303M102 2,578,015 3,555 SH SOLE 0 3,555 0
METROPOLITAN BK HLDG CORP COM 591774104 624,825 7,172 SH SOLE 0 7,172 0
MICRON TECHNOLOGY INC COM 595112103 2,663,840 2,501 SH SOLE 0 2,501 0
MICROSOFT CORP COM 594918104 59,416,901 115,845 SH SOLE 0 106,645 9,200
MONGODB INC CL A 60937P106 438,900 1,259 SH SOLE 0 1,259 0
MUELLER WTR PRODS INC COM SER A 624758108 713,367 33,586 SH SOLE 0 33,586 0
MURPHY USA INC COM 626755102 374,494 743 SH SOLE 0 743 0
MYR GROUP INC COM 55405W104 515,607 1,763 SH SOLE 0 1,763 0
NCINO INC COM 63947X101 288,811 15,930 SH SOLE 0 15,930 0
NETFLIX INC. COM 64110L106 19,803,303 284,612 SH SOLE 0 259,412 25,200
NEUROCRINE BIOSCIENCES INC COM 64125C109 392,897 2,770 SH SOLE 0 2,770 0
NUTEX HEALTH INC COM 67079U306 1,093,647 5,167 SH SOLE 0 5,167 0
NVIDIA CORPORATION COM 67066G104 57,192,975 250,429 SH SOLE 0 234,619 15,810
OKTA INC CL A 679295105 53,475,282 255,728 SH SOLE 0 233,988 21,740
PACS GROUP INC COM SHS 69380Q107 1,025,454 24,680 SH SOLE 0 24,680 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 897,466 4,798 SH SOLE 0 4,798 0
PARKER-HANNIFIN CORP COM 701094104 51,991,090 54,417 SH SOLE 0 49,617 4,800
PAYLOCITY HLDG CORP COM 70438V106 1,293,823 9,075 SH SOLE 0 9,075 0
PEGASYSTEMS INC COM 705573103 334,298 10,045 SH SOLE 0 10,045 0
PHIBRO ANIMAL HEALTH CORP CL A COM 71742Q106 923,736 25,846 SH SOLE 0 25,846 0
PINTEREST INC CL A 72352L106 215,346 11,400 SH SOLE 0 11,400 0
PJT PARTNERS INC COM CL A 69343T107 667,597 4,678 SH SOLE 0 4,678 0
PLEXUS CORP COM 729132100 1,183,669 4,536 SH SOLE 0 4,536 0
POWER INTEGRATIONS INC COM 739276103 693,809 13,394 SH SOLE 0 13,394 0
Q2 HLDGS INC COM 74736L109 683,852 12,335 SH SOLE 0 12,335 0
QUALYS INC COM 74758T303 1,197,331 6,396 SH SOLE 0 6,396 0
REDDIT INC CL A 75734B100 732,569 5,143 SH SOLE 0 5,143 0
REGENERON PHARMACEUTICALS COM 75886F107 30,417,243 40,114 SH SOLE 0 36,544 3,570
RESMED INC COM 761152107 278,586 1,260 SH SOLE 0 1,260 0
ROCKWELL AUTOMATION INC COM 773903109 467,980 1,075 SH SOLE 0 1,075 0
ROKU INC COM CL A 77543R102 2,451,860 16,101 SH SOLE 0 16,101 0
ROSS STORES INC COM 778296103 574,164 2,460 SH SOLE 0 2,460 0
RUBRIK INC. CL A 781154109 1,438,201 12,564 SH SOLE 0 12,564 0
SALESFORCE INC COM 79466L302 43,342,816 188,800 SH SOLE 0 172,400 16,400
SANDISK CORP COM 80004C200 2,423,667 1,393 SH SOLE 0 1,393 0
SENTINELONE INC CL A 81730H109 619,780 26,085 SH SOLE 0 26,085 0
SK HYNIX INC AMERICAN DEPOSIT 78392B206 368,300 2,000 SH SOLE 0 2,000 0
SNOWFLAKE INC COM SHS 833445109 1,340,922 3,949 SH SOLE 0 3,949 0
STEPSTONE GROUP INC COM CL A 85914M107 569,929 13,132 SH SOLE 0 13,132 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 734,466 1,610 SH SOLE 0 1,610 0
TAPESTRY INC COM 876030107 26,041,720 226,371 SH SOLE 0 207,441 18,930
TESLA INC COM 88160R101 1,504,040 4,239 SH SOLE 0 4,239 0
TJX COS INC NEW COM 872540109 23,141,151 174,901 SH SOLE 0 159,441 15,460
VEEVA SYS INC CL A COM 922475108 32,107,987 112,482 SH SOLE 0 102,412 10,070
VERTIV HOLDINGS CO COM CL A 92537N108 277,507 1,150 SH SOLE 0 1,150 0
VICOR CORP COM 925815102 706,747 2,446 SH SOLE 0 2,446 0
VISA INC COM CL A 92826C839 1,429,415 3,978 SH SOLE 0 3,978 0
WATERS CORP COM 941848103 22,737,554 51,748 SH SOLE 0 47,138 4,610
WATTS WATER TECHNOLOGIES INC CL A 942749102 815,322 2,302 SH SOLE 0 2,302 0
WAYFAIR INC CL A 94419L101 229,734 2,240 SH SOLE 0 2,240 0
WAYSTAR HLDG CORP COM 946784105 750,926 29,634 SH SOLE 0 29,634 0
WESTERN DIGITAL CORP COM 958102105 1,776,484 3,909 SH SOLE 0 3,909 0
ZURN ELKAY WATER SOLNS CORP COM 98983L108 798,448 17,182 SH SOLE 0 17,182 0