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
10X GENOMICS INC CL A COM 88025U109 2,430,051 26,893 SH SOLE 22,201 0 4,692
AAON INC COM PAR $0.004 000360206 230,156 2,781 SH SOLE 2,781 0 0
AAR CORP COM 000361105 2,079,222 20,491 SH SOLE 16,961 0 3,530
ABBVIE INC COM 00287Y109 300,829 1,150 SH SOLE 703 0 447
ACUSHNET HLDGS CORP COM 005098108 3,128,235 37,918 SH SOLE 32,614 0 5,304
ADVANCED MICRO DEVICES INC COM 007903107 55,836,559 91,272 SH SOLE 53,258 0 38,014
AGIOS PHARMACEUTICALS INC COM 00847X104 885,015 26,617 SH SOLE 21,936 0 4,681
ALPHABET INC CAP STK CL C 02079K107 133,254,995 391,075 SH SOLE 227,537 0 163,538
ALPHABET INC CAP STK CL A 02079K305 27,612,782 80,251 SH SOLE 49,305 0 30,946
AMAZON COM INC COM 023135106 24,516,360 98,400 SH SOLE 58,909 0 39,491
AMERICAN ELEC PWR CO INC COM 025537101 221,026 1,863 SH SOLE 1,147 0 716
AMERIPRISE FINL INC COM 03076C106 443,115 900 SH SOLE 900 0 0
AMERIS BANCORP COM 03076K108 3,658,477 46,007 SH SOLE 39,516 0 6,491
AMPHENOL CORP CL A 032095101 1,857,298 22,032 SH SOLE 17,809 0 4,223
ANALOG DEVICES INC COM 032654105 10,765,153 27,136 SH SOLE 15,660 0 11,476
APPLE INC COM 037833100 113,707,393 341,443 SH SOLE 200,338 0 141,105
APPLIED INDL TECHNOLOGIES IN COM 03820C105 5,045,491 15,184 SH SOLE 13,204 0 1,980
APPLIED OPTOELECTRONICS INC COM 03823U102 4,859,670 48,959 SH SOLE 34,294 0 14,665
APPLOVIN CORP COM CL A 03831W108 5,389,219 18,556 SH SOLE 11,118 0 7,438
ARGENX SE SPONSORED ADR 04016X101 1,238,912 1,292 SH SOLE 1,061 0 231
ARROWHEAD PHARMACEUTICALS IN COM 04280A100 2,158,279 32,976 SH SOLE 27,234 0 5,742
ASTERA LABS INC COM 04626A103 505,833 1,421 SH SOLE 1,421 0 0
ASTRAZENECA PLC ORD G0593M107 1,007,896 6,242 SH SOLE 4,562 0 1,680
AXON ENTERPRISE INC COM 05464C101 6,494,555 15,371 SH SOLE 8,931 0 6,440
AXSOME THERAPEUTICS INC. COM 05464T104 2,642,124 14,329 SH SOLE 12,201 0 2,128
BIOHAVEN LTD COM G1110E107 762,152 57,090 SH SOLE 46,975 0 10,115
BJS WHSL CLUB HLDGS INC COM 05550J101 1,107,772 12,041 SH SOLE 12,041 0 0
BLOOM ENERGY CORP COM CL A 093712107 8,490,822 30,655 SH SOLE 17,645 0 13,010
BOOT BARN HLDGS INC COM 099406100 1,692,724 14,051 SH SOLE 11,676 0 2,375
BRIDGEBIO PHARMA INC COM 10806X102 2,504,085 38,056 SH SOLE 32,863 0 5,193
BRIGHTSPRING HEALTH SVCS INC COM 10950A106 14,449,061 254,609 SH SOLE 174,431 0 80,178
BROADCOM INC COM 11135F101 73,275,602 208,649 SH SOLE 122,201 0 86,448
CADRE HLDGS INC COM 12763L105 448,910 17,892 SH SOLE 17,892 0 0
CARIS LIFE SCIENCES INC COM 142152107 844,347 27,566 SH SOLE 23,233 0 4,333
CARRIAGE SVCS INC COM 143905107 1,578,636 50,646 SH SOLE 43,555 0 7,091
CASELLA WASTE SYS INC CL A 147448104 3,077,566 38,302 SH SOLE 32,960 0 5,342
CASEYS GEN STORES INC COM 147528103 557,958 917 SH SOLE 917 0 0
CATERPILLAR INC COM 149123101 16,047,161 19,792 SH SOLE 11,617 0 8,175
CELESTICA INC COM 15101Q207 12,004,897 33,215 SH SOLE 20,580 0 12,635
CENCORA INC COM 03073E105 399,933 1,332 SH SOLE 1,332 0 0
CISCO SYS INC COM 17275R102 6,951,068 64,583 SH SOLE 38,206 0 26,377
CLOUDFLARE INC CL A COM 18915M107 20,073,826 57,803 SH SOLE 35,494 0 22,309
CME GROUP INC COM 12572Q105 229,232 875 SH SOLE 538 0 337
COCA COLA CO COM 191216100 253,247 2,942 SH SOLE 1,808 0 1,134
COHERENT CORP COM 19247G107 11,382,886 39,550 SH SOLE 25,053 0 14,497
COMFORT SYS USA INC COM 199908104 572,315 346 SH SOLE 346 0 0
CONCENTRA GROUP HOLDINGS PAR COMMON STOCK 20603L102 4,827,164 140,243 SH SOLE 120,149 0 20,094
CONSTRUCTION PARTNERS INC COM CL A 21044C107 4,645,368 51,598 SH SOLE 44,209 0 7,389
CORCEPT THERAPEUTICS INC COM 218352102 2,969,362 25,769 SH SOLE 21,841 0 3,928
COREWEAVE INC COM CL A 21873S108 3,030,295 34,783 SH SOLE 19,943 0 14,840
COSTCO WHOLESALE CORPORATION COM 22160K105 19,208,244 21,100 SH SOLE 12,460 0 8,640
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105 7,888,995 40,500 SH SOLE 25,926 0 14,574
CROWDSTRIKE HLDGS INC CL A 22788C105 25,928,821 97,937 SH SOLE 57,838 0 40,099
CYTOKINETICS INC COM NEW 23282W605 2,188,410 33,203 SH SOLE 27,449 0 5,754
DATADOG INC CL A COM 23804L103 11,055,324 40,370 SH SOLE 24,805 0 15,565
DAVE INC CLASS A COM NEW 23834J201 3,298,050 10,258 SH SOLE 8,748 0 1,510
DELL TECHNOLOGIES INC CL C 24703L202 6,245,599 11,610 SH SOLE 6,704 0 4,906
DESCARTES SYS GROUP INC COM 249906108 2,081,498 25,742 SH SOLE 22,098 0 3,644
DIAMONDBACK ENERGY INC COM 25278X109 414,859 2,257 SH SOLE 1,478 0 779
DIGITALOCEAN HLDGS INC COM 25402D102 5,549,424 41,603 SH SOLE 35,395 0 6,208
DUTCH BROS INC CL A 26701L100 2,082,818 54,015 SH SOLE 46,637 0 7,378
ELECTROMED INC COM 285409108 1,115,396 39,511 SH SOLE 33,922 0 5,589
ELI LILLY & CO COM 532457108 71,057,576 61,411 SH SOLE 35,495 0 25,916
ENERSYS COM 29275Y102 3,665,278 19,971 SH SOLE 17,336 0 2,635
ENSIGN GROUP INC COM 29358P101 4,738,781 27,551 SH SOLE 23,964 0 3,587
ENTERPRISE PRODS PARTNERS L COM 293792107 285,058 8,005 SH SOLE 4,921 0 3,084
EQUINIX INC COM 29444U700 233,675 231 SH SOLE 141 0 90
EVERUS CONSTR GROUP COM 300426103 5,332,235 45,373 SH SOLE 38,878 0 6,495
FASTENAL CO COM 311900104 253,395 5,116 SH SOLE 3,143 0 1,973
FEDERAL SIGNAL CORP COM 313855108 4,030,762 36,382 SH SOLE 31,405 0 4,977
FIRSTCASH HOLDINGS INC COM 33768G107 2,854,562 13,514 SH SOLE 11,121 0 2,393
GE AEROSPACE COM NEW 369604301 984,650 3,153 SH SOLE 2,396 0 757
GE VERNOVA INC COM 36828A101 17,819,787 18,748 SH SOLE 10,885 0 7,863
GLACIER BANCORP INC NEW COM 37637Q105 3,320,136 76,855 SH SOLE 65,865 0 10,990
GLAUKOS CORP COM 377322102 1,801,821 10,974 SH SOLE 9,081 0 1,893
GOLDMAN SACHS GROUP INC COM 38141G104 245,798 273 SH SOLE 168 0 105
HA SUSTAINABLE INFRA CAP INC COM 41068X100 2,949,920 82,354 SH SOLE 70,448 0 11,906
HALOZYME THERAPEUTICS INC COM 40637H109 4,872,504 44,135 SH SOLE 37,021 0 7,114
HEICO CORP NEW COM 422806109 242,847 801 SH SOLE 801 0 0
HERSHEY CO COM 427866108 214,034 1,358 SH SOLE 835 0 523
HILTON WORLDWIDE HLDGS INC COM 43300A203 629,241 1,978 SH SOLE 1,978 0 0
HIMS & HERS HEALTH INC COM CL A 433000106 944,075 31,691 SH SOLE 27,015 0 4,676
HOWMET AEROSPACE INC COM 443201108 16,552,313 73,182 SH SOLE 43,404 0 29,778
IDEXX LABS INC COM 45168D104 481,981 923 SH SOLE 923 0 0
INSMED INC COM PAR $.01 457669307 1,568,398 13,741 SH SOLE 11,696 0 2,045
INTERDIGITAL INC COM 45867G101 4,482,158 13,746 SH SOLE 11,717 0 2,029
INTUITIVE SURGICAL INC COM NEW 46120E602 7,727,597 19,004 SH SOLE 10,853 0 8,151
IRADIMED CORP COM 46266A109 2,686,270 31,156 SH SOLE 25,838 0 5,318
ISHARES TR CORE S&P US GWT 464287671 1,081,513 5,582 SH SOLE 1,961 0 3,621
ISHARES TR RUS 2000 GRW ETF 464287648 1,256,645 3,521 SH SOLE 2,462 0 1,059
JFROG LTD ORD SHS M6191J100 9,506,815 97,968 SH SOLE 71,125 0 26,843
JOHNSON & JOHNSON COM 478160104 318,482 1,203 SH SOLE 740 0 463
JPMORGAN CHASE & CO COM 46625H100 415,192 1,255 SH SOLE 769 0 486
KINDER MORGAN INC DEL COM 49456B101 229,894 7,625 SH SOLE 4,675 0 2,950
KLA CORP COM NEW 482480100 22,220,881 113,994 SH SOLE 67,079 0 46,915
KONTOOR BRANDS INC COM 50050N103 3,898,721 61,855 SH SOLE 53,715 0 8,140
KULICKE & SOFFA INDS INC COM 501242101 9,374,106 99,460 SH SOLE 69,903 0 29,557
LAM RESEARCH CORP COM NEW 512807306 23,381,699 71,175 SH SOLE 41,564 0 29,611
LAUREATE ED INC COMMON STOCK 518613203 3,352,967 87,866 SH SOLE 75,042 0 12,824
LIVE NATION ENTERTAINMENT IN COM 538034109 239,898 1,417 SH SOLE 1,417 0 0
MARRIOTT INTL INC NEW CL A 571903202 9,798,367 27,549 SH SOLE 16,370 0 11,179
MARVELL TECHNOLOGY INC COM 573874104 16,576,800 62,741 SH SOLE 37,058 0 25,683
MASTERCARD INCORPORATED CL A 57636Q104 21,646,313 39,252 SH SOLE 23,004 0 16,248
MATADOR RES CO COM 576485205 2,014,921 39,064 SH SOLE 32,496 0 6,568
META PLATFORMS INC CL A 30303M102 69,052,432 95,221 SH SOLE 55,896 0 39,325
MICRON TECHNOLOGY INC COM 595112103 47,209,936 44,324 SH SOLE 26,374 0 17,950
MICROSOFT CORP COM 594918104 75,026,735 146,279 SH SOLE 85,787 0 60,492
MIRUM PHARMACEUTICALS INC COM 604749101 1,969,801 23,044 SH SOLE 19,084 0 3,960
MODINE MFG CO COM 607828100 3,233,506 17,273 SH SOLE 14,804 0 2,469
MONOLITHIC PWR SYS INC COM 609839105 444,583 330 SH SOLE 330 0 0
MUELLER WTR PRODS INC COM SER A 624758108 2,308,299 108,677 SH SOLE 93,722 0 14,955
NASDAQ INC COM 631103108 630,084 6,848 SH SOLE 5,164 0 1,684
NETFLIX INC. COM 64110L106 801,701 11,522 SH SOLE 8,806 0 2,716
NVIDIA CORPORATION COM 67066G104 226,822,980 993,182 SH SOLE 581,986 0 411,196
OLD DOMINION FREIGHT LINE IN COM 679580100 242,854 1,397 SH SOLE 1,397 0 0
ONESPAWORLD HOLDINGS LIMITED COM P73684113 3,395,090 150,960 SH SOLE 129,509 0 21,451
ONTO INNOVATION INC COM 683344105 336,139 1,092 SH SOLE 1,092 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 9,309,178 108,994 SH SOLE 67,054 0 41,940
OSI SYSTEMS INC COM 671044105 3,379,511 17,387 SH SOLE 15,060 0 2,327
PALANTIR TECHNOLOGIES INC CL A 69608A108 15,664,876 83,747 SH SOLE 49,122 0 34,625
PALOMAR HLDGS INC COM 69753M105 3,295,172 26,727 SH SOLE 22,808 0 3,919
PALVELLA THERAPEUTICS INC NE COM 697947109 1,717,780 12,454 SH SOLE 10,269 0 2,185
PERMIAN RESOURCES CORP CLASS A COM 71424F105 2,545,129 120,508 SH SOLE 99,392 0 21,116
PINNACLE FINL PARTNERS INC COM 72348N109 263,793 2,818 SH SOLE 2,818 0 0
POWELL INDS INC COM 739128106 1,882,147 10,203 SH SOLE 8,751 0 1,452
PRICESMART INC COM 741511109 4,281,865 25,320 SH SOLE 20,970 0 4,350
PROLOGIS INC. COM 74340W103 592,460 4,563 SH SOLE 3,485 0 1,078
PTC THERAPEUTICS INC COM 69366J200 1,724,184 26,616 SH SOLE 21,913 0 4,703
QUANTA SVCS INC COM 74762E102 12,772,457 19,879 SH SOLE 11,991 0 7,888
RADNET INC COM 750491102 2,509,623 36,403 SH SOLE 31,416 0 4,987
RBC BEARINGS INC COM 75524B104 3,853,556 7,719 SH SOLE 6,396 0 1,323
REGAL REXNORD CORPORATION COM 758750103 354,737 2,287 SH SOLE 2,287 0 0
REMITLY GLOBAL INC COM 75960P104 2,846,969 133,410 SH SOLE 114,321 0 19,089
ROBINHOOD MKTS INC COM CL A 770700102 3,633,975 32,302 SH SOLE 18,961 0 13,341
ROBLOX CORP CL A 771049103 287,692 6,790 SH SOLE 6,790 0 0
ROCKET LAB CORP COM 773121108 283,946 4,075 SH SOLE 4,075 0 0
ROSS STORES INC COM 778296103 642,784 2,754 SH SOLE 2,754 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 430,959 1,621 SH SOLE 1,621 0 0
SANDISK CORP COM 80004C200 15,438,044 8,873 SH SOLE 5,093 0 3,780
SEMTECH CORP COM 816850101 6,226,199 34,910 SH SOLE 30,058 0 4,852
SENSIENT TECHNOLOGIES CORP COM 81725T100 4,649,449 35,568 SH SOLE 29,362 0 6,206
SITIME CORP COM 82982T106 5,665,489 8,689 SH SOLE 7,554 0 1,135
SNOWFLAKE INC COM SHS 833445109 11,810,576 34,782 SH SOLE 21,262 0 13,520
SPACE EXPLORATION TECHN CORP CLASS A COM STK 84615Q103 4,942,777 32,764 SH SOLE 18,795 0 13,969
SPOTIFY TECHNOLOGY S A SHS L8681T102 339,704 697 SH SOLE 455 0 242
STARBUCKS CORP COM 855244109 229,732 2,445 SH SOLE 1,503 0 942
STERIS PLC SHS USD G8473T100 345,886 1,647 SH SOLE 1,647 0 0
STONEX GROUP INC COM 861896108 4,627,254 71,585 SH SOLE 61,359 0 10,226
STRYKER CORPORATION COM 863667101 8,784,672 31,899 SH SOLE 18,455 0 13,444
SUPERNUS PHARMACEUTICALS COM 868459108 1,237,529 28,753 SH SOLE 23,604 0 5,149
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 6,855,800 33,040 SH SOLE 19,841 0 13,199
TAT TECHNOLOGIES LTD ORD NEW M8740S227 1,665,101 47,520 SH SOLE 39,969 0 7,551
TENABLE HLDGS INC COM 88025T102 3,162,982 86,919 SH SOLE 74,353 0 12,566
TESLA INC COM 88160R101 41,051,872 115,701 SH SOLE 67,919 0 47,782
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 4,043,933 17,781 SH SOLE 11,157 0 6,624
TRANSDIGM GROUP INC COM 893641100 4,225,388 3,903 SH SOLE 2,400 0 1,503
TRAVERE THERAPEUTICS INC COM 89422G107 3,192,003 54,212 SH SOLE 44,590 0 9,622
TTM TECHNOLOGIES INC COM 87305R109 3,385,716 27,562 SH SOLE 23,107 0 4,455
UFP TECHNOLOGIES INC COM 902673102 3,894,278 13,120 SH SOLE 11,268 0 1,852
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108 716,540 47,674 SH SOLE 39,175 0 8,499
UROGEN PHARMA LTD COM M96088105 3,036,808 74,743 SH SOLE 61,705 0 13,038
USA RARE EARTH INC COM 91733P107 715,884 50,844 SH SOLE 41,927 0 8,917
VERIZON COMMUNICATIONS INC COM 92343V104 367,143 8,004 SH SOLE 4,921 0 3,083
VERTIV HOLDINGS CO COM CL A 92537N108 12,428,675 51,505 SH SOLE 31,943 0 19,562
VIAVI SOLUTIONS INC COM 925550105 8,166,938 194,822 SH SOLE 145,189 0 49,633
VICOR CORP COM 925815102 3,267,622 11,309 SH SOLE 6,845 0 4,464
VIKING THERAPEUTICS INC COM 92686J106 416,302 12,770 SH SOLE 10,576 0 2,194
VISA INC COM CL A 92826C839 28,681,428 79,819 SH SOLE 46,813 0 33,006
VISTRA CORP COM 92840M102 1,016,042 7,344 SH SOLE 6,412 0 932
VITA COCO CO INC COM 92846Q107 4,122,646 72,005 SH SOLE 61,766 0 10,239
WASTE CONNECTIONS INC COM 94106B101 1,169,098 7,595 SH SOLE 6,464 0 1,131
WW GRAINGER INC COM 384802104 587,999 472 SH SOLE 472 0 0
XENON PHARMACEUTICALS INC COM 98420N105 1,441,559 38,762 SH SOLE 31,932 0 6,830