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
SNOWFLAKE INC COM SHS 833445109 251,997,921 742,143 SH SOLE 715,931 0 26,212
WEST PHARMACEUTICAL SVSC INC COM 955306105 744,422,275 2,007,802 SH SOLE 1,948,932 0 58,870
MARTIN MIDSTREAM PRTNRS L P UNIT L P INT 573331105 255,157 114,935 SH SOLE 114,935 0 0
FIFTH THIRD BANCORP COM 316773100 241,369,986 4,772,044 SH SOLE 4,763,911 0 8,133
LINDBLAD EXPEDITIONS HLDGS I COM 535219109 53,937,872 1,716,127 SH SOLE 1,406,807 0 309,320
MARTIN MARIETTA MATLS INC COM 573284106 17,011,184 35,454 SH SOLE 34,875 0 579
CROWDSTRIKE HLDGS INC CL A 22788C105 149,648,614 565,245 SH SOLE 565,245 0 0
VSE CORP COM 918284100 73,035,886 443,448 SH SOLE 305,149 0 138,299
IDEXX LABS INC COM 45168D104 58,823,084 112,646 SH SOLE 107,434 0 5,212
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 212,063,413 744,574 SH SOLE 717,275 0 27,299
MERCADOLIBRE INC COM 58733R102 232,597,911 134,564 SH SOLE 127,205 0 7,359
VIRTU FINL INC CL A 928254101 47,785,329 866,304 SH SOLE 599,412 0 266,892
ISHARES TR 0-3 MTH TREASURY 46436E718 24,182,430 240,191 SH SOLE 0 0 240,191
GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104 1,363,240 32,590 SH SOLE 32,590 0 0
CONSTELLATION BRANDS INC CL A 21036P108 1,524,953 13,488 SH SOLE 13,488 0 0
ANTERO MIDSTREAM CORP COM 03676B102 8,459,680 419,627 SH SOLE 419,627 0 0
DATADOG INC CL A COM 23804L103 64,164,324 234,314 SH SOLE 220,154 0 14,160
ELI LILLY & CO COM 532457108 39,803,552 34,400 SH Call SOLE 34,400 0 0
VAXCYTE INC COM 92243G108 14,946,037 262,672 SH SOLE 180,971 0 81,701
ARROWHEAD PHARMACEUTICALS IN COM 04280A100 2,702,169 41,286 SH SOLE 41,286 0 0
MONGODB INC CL A 60937P106 48,601,483 139,415 SH SOLE 131,671 0 7,744
GLOBANT S A COM L44385109 21,842,436 629,465 SH SOLE 495,985 0 133,480
ENBRIDGE INC COM 29250N105 257,629,789 5,542,643 SH SOLE 4,467,020 0 1,075,623
META PLATFORMS INC CL A 30303M102 1,926,397,159 2,656,440 SH SOLE 2,459,542 0 196,898
INFOSYS LTD SPONSORED ADR 456788108 5,688,306 528,653 SH SOLE 148,301 0 380,352
BEONE MEDICINES LTD SPONSORED ADS 07725L102 36,556,308 99,897 SH SOLE 99,897 0 0
UNITEDHEALTH GROUP INC COM 91324P102 51,157,003 139,362 SH SOLE 139,362 0 0
COPA HOLDINGS SA CL A P31076105 41,603,290 315,535 SH SOLE 247,902 0 67,633
SYNOPSYS INC COM 871607107 30,618,471 70,397 SH SOLE 70,397 0 0
SCHRODINGER INC COM 80810D103 8,330,032 268,278 SH SOLE 268,278 0 0
COMFORT SYS USA INC COM 199908104 278,433,758 168,341 SH SOLE 158,965 0 9,376
GLAUKOS CORP COM 377322102 98,447,049 599,548 SH SOLE 455,287 0 144,261
EDWARDS LIFESCIENCES CORP COM 28176E108 525,685,870 6,089,932 SH SOLE 5,977,540 0 112,392
ARIS MINING CORPORATION COM 04040Y109 15,579,438 895,370 SH SOLE 895,370 0 0
TEXAS ROADHOUSE INC COM 882681109 112,753,894 721,187 SH SOLE 666,700 0 54,487
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 532,263,332 1,166,758 SH SOLE 1,166,758 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 226,705,909 1,212,007 SH SOLE 1,212,007 0 0
FLOWSERVE CORP COM 34354P105 50,161,417 686,015 SH SOLE 472,013 0 214,002
KOREA ELEC PWR CORP SPONSORED ADR 500631106 1,561,175 142,443 SH SOLE 142,443 0 0
FRESHPET INC COM 358039105 40,561,093 704,675 SH SOLE 487,531 0 217,144
WEATHERFORD INTL PLC ORD SHS G48833118 103,461,210 1,314,962 SH SOLE 1,079,569 0 235,393
KASPI KZ JSC SPONSORED ADS 48581R205 47,269,006 502,541 SH SOLE 395,172 0 107,369
DIANTHUS THERAPEUTICS INC COM 252828108 16,361,891 185,825 SH SOLE 185,825 0 0
ANALOG DEVICES INC COM 032654105 117,454,723 296,072 SH SOLE 296,072 0 0
ALPHABET INC CAP STK CL A 02079K305 1,602,035,792 4,655,998 SH SOLE 4,222,695 0 433,303
TJX COS INC NEW COM 872540109 60,904,542 460,317 SH SOLE 460,317 0 0
NLIGHT INC COM 65487K100 13,284,140 341,100 SH SOLE 236,226 0 104,874
ISHARES TR RUSSELL 2000 ETF 464287655 1,000,404 3,600 SH Put SOLE 3,600 0 0
AMETEK INC COM 031100100 98,400,833 397,210 SH SOLE 397,210 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 75,508,449 207,418 SH SOLE 207,418 0 0
MADRIGAL PHARMACEUTICALS INC COM 558868105 122,473,367 243,022 SH SOLE 183,594 0 59,428
DPC HOLDINGS PLC ORDINARY SHARES G2R11M108 3,836,912 90,793 SH SOLE 90,793 0 0
ROBINHOOD MKTS INC COM CL A 770700102 403,363,064 3,585,552 SH SOLE 3,495,147 0 90,405
NEOGEN CORP COM 640491106 12,470,950 974,293 SH SOLE 674,305 0 299,988
LIGHTSPEED COMMERCE INC SUB VTG SHS 53229C107 6,586,157 674,323 SH SOLE 674,323 0 0
MICROSOFT CORP COM 594918104 4,174,493 8,139 SH SOLE 8,139 0 0
WOODWARD INC COM 980745103 460,389,246 1,401,119 SH SOLE 1,359,574 0 41,545
SYNOPSYS INC COM 871607107 85,683,180 197,000 SH Call SOLE 197,000 0 0
AMERICAN EXPRESS CO COM 025816109 1,158,649,281 3,810,093 SH SOLE 3,457,694 0 352,399
RHYTHM PHARMACEUTICALS INC COM 76243J105 36,101,243 379,155 SH SOLE 260,873 0 118,282
INSMED INC COM PAR $.01 457669307 636,680,622 5,578,074 SH SOLE 5,463,837 0 114,237
BAKER HUGHES COMPANY CL A 05722G100 595,562,992 10,848,137 SH SOLE 10,671,181 0 176,956
ELEVANCE HEALTH INC FORMERLY COM 036752103 1,463,288,299 3,763,408 SH SOLE 3,415,762 0 347,646
VERACYTE INC COM 92337F107 106,446,196 2,312,009 SH SOLE 2,200,150 0 111,859
BROADCOM INC COM 11135F101 218,307,430 621,622 SH SOLE 621,622 0 0
BRUKER CORP COM 116794108 108,128,874 1,669,944 SH SOLE 1,235,119 0 434,825
KORNIT DIGITAL LTD SHS M6372Q113 30,995,170 1,864,932 SH SOLE 1,864,932 0 0
ERMENEGILDO ZEGNA N V ORD SHS N30577105 18,301,863 1,464,149 SH SOLE 1,464,149 0 0
MODINE MFG CO COM 607828100 96,105,544 513,384 SH SOLE 413,204 0 100,180
APPLIED MATLS INC COM 038222105 123,089,166 240,700 SH Call SOLE 240,700 0 0
MSC INDL DIRECT INC CL A 553530106 41,395,227 334,588 SH SOLE 231,564 0 103,024
COGNEX CORP COM 192422103 139,077,667 2,293,119 SH SOLE 1,769,422 0 523,697
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109 91,186,285 29,320,349 SH SOLE 29,320,349 0 0
VITA COCO CO INC COM 92846Q107 84,588,423 1,477,398 SH SOLE 1,082,655 0 394,743
VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS 92837L109 58,843,231 900,432 SH SOLE 707,720 0 192,712
KE HLDGS INC SPONSORED ADS 482497104 34,672,498 2,057,715 SH SOLE 2,057,715 0 0
ROCKET LAB CORP COM 773121108 58,161,883 834,747 SH SOLE 788,008 0 46,739
HEXCEL CORP NEW COM 428291108 64,684,445 770,787 SH SOLE 533,177 0 237,610
FASTENAL CO COM 311900104 137,611,812 2,778,341 SH SOLE 2,725,675 0 52,666
CAE INC COM 124765108 18,054,193 750,623 SH SOLE 750,623 0 0
CELCUITY INC COM 15102K100 19,719,370 247,980 SH SOLE 247,980 0 0
STOKE THERAPEUTICS INC COM 86150R107 8,013,304 308,204 SH SOLE 308,204 0 0
IONIS PHARMACEUTICALS INC COM 462222100 12,425,872 278,295 SH SOLE 278,295 0 0
MSCI INC COM 55354G100 101,290,390 188,034 SH SOLE 177,591 0 10,443
PARKER-HANNIFIN CORP COM 701094104 114,574,922 119,921 SH SOLE 119,921 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 35,014,454 1,098,665 SH SOLE 1,098,665 0 0
STEVANATO GROUP S P A ORD SHS T9224W109 53,832,372 2,565,890 SH SOLE 1,774,052 0 791,838
ICON PUB LTD CO SHS G4705A100 1,510,379,339 8,885,107 SH SOLE 8,732,957 0 152,150
INSPIRE MED SYS INC COM 457730109 51,702,678 745,425 SH SOLE 745,425 0 0
ONTO INNOVATION INC COM 683344105 35,099,791 114,027 SH SOLE 78,907 0 35,120
TYLER TECHNOLOGIES INC COM 902252105 241,247,084 757,177 SH SOLE 693,358 0 63,819
RTX CORPORATION COM 75513E101 365,050,093 1,966,335 SH SOLE 1,966,335 0 0
AON PLC SHS CL A G0403H108 428,903,273 1,549,674 SH SOLE 1,400,452 0 149,222
MEDLINE INC COM CL A 58507V107 76,111,317 2,193,453 SH SOLE 2,089,971 0 103,482
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 130,771,234 2,770,577 SH SOLE 2,770,577 0 0
GENPACT LIMITED SHS G3922B107 17,510,964 538,302 SH SOLE 538,302 0 0
SEMTECH CORP COM 816850101 61,549,819 345,108 SH SOLE 238,819 0 106,289
DOORDASH INC CL A 25809K105 449,715,478 2,450,105 SH SOLE 2,387,849 0 62,256
ARAMARK COM 03852U106 44,500,960 831,017 SH SOLE 831,017 0 0
CURTISS WRIGHT CORP COM 231561101 3,905,715 7,182 SH SOLE 6,779 0 403
10X GENOMICS INC CL A COM 88025U109 91,097,247 1,008,159 SH SOLE 786,078 0 222,081
WILLIS TOWERS WATSON PLC LTD SHS G96629103 1,604,450,166 5,566,562 SH SOLE 5,470,265 0 96,297
APPFOLIO INC COM CL A 03783C100 24,045,356 119,915 SH SOLE 82,991 0 36,924
ENTEGRIS INC COM 29362U104 197,749,581 1,283,588 SH SOLE 1,221,652 0 61,936
AMBIQ MICRO INC COMMON STOCK 023193105 22,594,265 331,440 SH SOLE 227,509 0 103,931
LIVE NATION ENTERTAINMENT IN COM 538034109 182,098,750 1,075,589 SH SOLE 1,034,926 0 40,663
ARM HOLDINGS PLC SPONSORED ADS 042068205 106,825,160 368,795 SH SOLE 368,795 0 0
VISA INC COM CL A 92826C839 154,827,392 430,878 SH SOLE 430,878 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,200,341,340 2,410,566 SH SOLE 2,205,243 0 205,323
THE CENTRAL AND EASTERN EU I COM 153436100 3,275,208 173,475 SH SOLE 173,475 0 0
ALKERMES PLC SHS G01767105 23,319,706 575,511 SH SOLE 575,511 0 0
SUNCOR ENERGY INC NEW COM 867224107 701,313,165 10,342,734 SH SOLE 10,160,155 0 182,579
API GROUP CORP COM STK 00187Y100 250,030,493 6,477,274 SH SOLE 6,162,661 0 314,613
MARSH & MCLENNAN COS INC COM 571748102 1,084,115,866 6,349,885 SH SOLE 5,765,959 0 583,926
WILLIAMS COS INC COM 969457100 599,149,025 8,814,904 SH SOLE 8,186,111 0 628,793
CITIGROUP INC COM NEW 172967424 1,181,576,732 9,125,554 SH SOLE 8,291,119 0 834,435
AURA MINERALS INC SHS NEW G06973112 549,344 6,982 SH SOLE 6,982 0 0
RUBRIK INC. CL A 781154109 55,705,067 486,626 SH SOLE 462,708 0 23,918
COUPANG INC CL A 22266T109 860,377,654 62,031,554 SH SOLE 60,960,164 0 1,071,390
SCHEIN HENRY INC COM 806407102 462,302,377 5,505,566 SH SOLE 4,971,331 0 534,235
TWIST BIOSCIENCE CORP COM 90184D100 395,054,173 2,044,421 SH SOLE 1,815,238 0 229,183
SPOTIFY TECHNOLOGY S A SHS L8681T102 609,378,520 1,250,290 SH SOLE 1,224,170 0 26,120
TELEDYNE TECHNOLOGIES INC COM 879360105 199,056,435 328,032 SH SOLE 312,760 0 15,272
DENALI THERAPEUTICS INC COM 24823R105 21,868,364 1,057,976 SH SOLE 1,057,976 0 0
VIKING HOLDINGS LTD ORD SHS G93A5A101 58,089,108 741,573 SH SOLE 700,378 0 41,195
RAPPORT THERAPEUTICS INC COM 75383L102 14,703,629 437,608 SH SOLE 437,608 0 0
NETFLIX INC. COM 64110L106 39,310,265 564,965 SH SOLE 564,965 0 0
SITIME CORP COM 82982T106 211,399,112 324,236 SH SOLE 290,086 0 34,150
L3HARRIS TECHNOLOGIES INC COM 502431109 159,549,467 673,830 SH SOLE 673,830 0 0
SOLARIS ENERGY INFRAS INC COM CL A 83418M103 12,473,939 175,245 SH SOLE 116,069 0 59,176
BLOOM ENERGY CORP COM CL A 093712107 109,830,915 396,557 SH SOLE 374,377 0 22,180
MURPHY USA INC COM 626755102 66,624,198 132,183 SH SOLE 91,468 0 40,715
INSULET CORP COM 45784P101 11,683,849 89,552 SH SOLE 89,552 0 0
ARCH CAP GROUP LTD ORD G0450A105 2,148,641,151 23,263,763 SH SOLE 22,858,359 0 405,404
COMPASS INC CL A 20464U100 167,826,870 18,899,395 SH SOLE 16,114,870 0 2,784,525
MASTERCARD INCORPORATED CL A 57636Q104 122,380,017 221,916 SH SOLE 221,916 0 0
WESCO INTL INC COM 95082P105 148,857,193 413,968 SH SOLE 393,133 0 20,835
HEALTHEQUITY INC COM 42226A107 90,761,464 1,026,017 SH SOLE 839,593 0 186,424
CARRIER GLOBAL CORPORATION COM 14448C104 245,511,886 4,475,244 SH SOLE 4,475,244 0 0
QUALCOMM INC COM 747525103 220,296 1,197 SH SOLE 1,197 0 0
PROGRESSIVE CORP COM 743315103 897,255,094 4,328,084 SH SOLE 3,930,979 0 397,105
MOODYS CORP COM 615369105 15,598,457 34,348 SH SOLE 34,348 0 0
VANECK ETF TRUST VANECK VIETNAM 92189F817 15,922,355 939,372 SH SOLE 247,883 0 691,489
EDGEWISE THERAPEUTICS INC COM 28036F105 13,376,441 329,469 SH SOLE 329,469 0 0
GALLAGHER ARTHUR J & CO COM 363576109 71,276,389 312,446 SH SOLE 295,190 0 17,256
ASTERA LABS INC COM 04626A103 96,478,490 271,043 SH SOLE 260,937 0 10,106
GH RESEARCH PLC ORDINARY SHARES G3855L106 3,131,105 133,352 SH SOLE 133,352 0 0
NICE LTD SPONSORED ADR 653656108 44,222,926 397,438 SH SOLE 397,438 0 0
SLB LIMITED COM STK 806857108 219,727,882 4,510,014 SH SOLE 4,510,014 0 0
EMBRAER S.A. SPONSORED ADS 29082A107 5,410,537 71,834 SH SOLE 71,834 0 0
MICRON TECHNOLOGY INC COM 595112103 184,167,105 172,909 SH SOLE 172,909 0 0
CHEFS WHSE INC COM 163086101 49,774,204 443,739 SH SOLE 307,064 0 136,675
APPLE INC COM 037833100 72,931,380 219,000 SH Call SOLE 219,000 0 0
S&P GLOBAL INC COM 78409V104 9,849,127 24,968 SH SOLE 24,968 0 0
VAALCO ENERGY INC COM NEW 91851C201 1,430,639 252,763 SH SOLE 252,763 0 0
FOX CORP CL A COM 35137L105 118,629,784 1,893,528 SH SOLE 1,801,430 0 92,098
AMAZON COM INC COM 023135106 1,026,303,165 4,119,218 SH SOLE 4,119,218 0 0
BANK OF NY MELLON CORP COM 064058100 1,691,452,189 11,695,030 SH SOLE 10,682,243 0 1,012,787
TWILIO INC CL A 90138F102 145,273,105 496,758 SH SOLE 472,979 0 23,779
ANGLOGOLD ASHANTI PLC COM SHS G0378L100 69,379,350 738,471 SH SOLE 580,537 0 157,934
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 3,889,413 5,100 SH Put SOLE 5,100 0 0
ALPHABET INC CAP STK CL C 02079K107 13,132,801 38,542 SH SOLE 38,542 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 23,115,922 70,009 SH SOLE 70,009 0 0
LUMENTUM HLDGS INC COM 55024U109 157,761,998 162,435 SH SOLE 153,278 0 9,157
GUIDEWIRE SOFTWARE INC COM 40171V100 60,688,464 425,645 SH SOLE 294,545 0 131,100
BOX INC CL A 10316T104 12,399,653 370,360 SH SOLE 245,222 0 125,138
INGERSOLL RAND INC COM 45687V106 142,359,414 1,895,319 SH SOLE 1,806,726 0 88,593
CNH INDL N V SHS N20944109 384,764,479 29,942,761 SH SOLE 29,400,188 0 542,573
CIRCLE INTERNET GROUP INC COM CL A 172573107 57,568,713 700,605 SH SOLE 700,605 0 0
APPLIED MATLS INC COM 038222105 11,958,621 23,385 SH SOLE 23,385 0 0
ACADIA PHARMACEUTICALS INC COM 004225108 14,586,746 723,908 SH SOLE 723,908 0 0
USA RARE EARTH INC COM 91733P107 13,284,325 943,489 SH SOLE 653,935 0 289,554
REPLIMUNE GROUP INC COM 76029N106 29,304,463 2,213,328 SH SOLE 2,213,328 0 0
CHARLES RIV LABS INTL INC COM 159864107 42,052,790 142,547 SH SOLE 142,547 0 0
GUARDANT HEALTH INC COM 40131M109 243,327,311 1,364,248 SH SOLE 1,156,407 0 207,841
HOWMET AEROSPACE INC COM 443201108 114,809,647 507,603 SH SOLE 507,603 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 190,065,791 5,948,852 SH SOLE 5,884,146 0 64,706
AUTOZONE INC COM 053332102 161,111,469 56,929 SH SOLE 55,486 0 1,443
WATERS CORP COM 941848103 202,249,430 460,290 SH SOLE 434,676 0 25,614
SNAP ON INC COM 833034101 52,142,542 143,505 SH SOLE 104,562 0 38,943
DBV TECHNOLOGIES S A SPONSORED ADS 23306J309 18,628,075 1,584,020 SH SOLE 1,584,020 0 0
WATERBRIDGE INFRASTRUCTURE L CL A SHS REPSTG 940923105 10,270,605 365,242 SH SOLE 365,242 0 0
ASCENDIS PHARMA A/S ORD SHS K08588103 474,581,269 2,083,019 SH SOLE 1,901,005 0 182,014
CLOUDFLARE INC CL A COM 18915M107 152,119,474 438,053 SH SOLE 413,045 0 25,008
ALLIED GOLD CORP COM NEW 01921D204 1,150,260 54,783 SH SOLE 54,783 0 0
CSX CORP COM 126408103 60,100,966 1,292,216 SH SOLE 1,292,216 0 0
COCA COLA CO COM 191216100 100,792,880 1,170,921 SH SOLE 1,170,921 0 0
JFROG LTD ORD SHS M6191J100 14,962,695 154,191 SH SOLE 107,068 0 47,123
B2GOLD CORP COM 11777Q209 2,551,241 487,500 SH SOLE 487,500 0 0
NOVANTA INC COM 67000B104 57,507,039 404,438 SH SOLE 298,100 0 106,338
BWX TECHNOLOGIES INC COM 05605H100 89,239,899 651,391 SH SOLE 583,159 0 68,232
KINSALE CAP GROUP INC COM 49714P108 48,774,948 151,123 SH SOLE 127,702 0 23,421
KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207 53,184,269 1,245,825 SH SOLE 896,357 0 349,468
JPMORGAN CHASE & CO COM 46625H100 266,473,640 805,470 SH SOLE 805,470 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105 72,738,613 218,901 SH SOLE 150,646 0 68,255
CLEAN HARBORS INC COM 184496107 136,384,476 439,626 SH SOLE 418,185 0 21,441
EVERPURE INC CL A 74624M102 134,453,319 1,028,095 SH SOLE 973,540 0 54,555
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 76,925,943 715,324 SH SOLE 715,324 0 0
AGILYSYS INC COM 00847J105 81,230,331 836,736 SH SOLE 762,818 0 73,918
IRHYTHM HOLDINGS INC COM 450056106 249,585,855 2,195,870 SH SOLE 1,951,295 0 244,575
US FOODS HLDG CORP COM 912008109 94,623,463 1,026,148 SH SOLE 977,521 0 48,627
CEREBRAS SYSTEMS INC COM CL A 15675D103 32,517,944 183,045 SH SOLE 183,045 0 0
REDDIT INC CL A 75734B100 101,092,111 709,717 SH SOLE 670,409 0 39,308
CREDICORP LTD COM G2519Y108 43,443,453 114,364 SH SOLE 90,051 0 24,313
WARBY PARKER INC CL A COM 93403J106 16,122,873 580,377 SH SOLE 401,444 0 178,933
SOMNIGROUP INTERNATIONAL INC COM 88023U101 322,155,806 5,186,850 SH SOLE 5,105,492 0 81,358
MANHATTAN ASSOCIATES INC COM 562750109 255,441,909 1,285,512 SH SOLE 1,157,392 0 128,120
SPACE EXPLORATION TECHN CORP CLASS A COM STK 84615Q103 83,142,718 551,125 SH SOLE 551,125 0 0
CHARLES SCHWAB CORP (THE) COM 808513105 1,556,526,800 15,925,177 SH SOLE 14,446,192 0 1,478,985
CRH PLC ORD G25508105 131,136,653 1,583,776 SH SOLE 1,268,439 0 315,337
ADVANCED MICRO DEVICES INC COM 007903107 120,290,981 196,631 SH SOLE 196,631 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 1,035,678 1,400 SH Put SOLE 1,400 0 0
TARSUS PHARMACEUTICALS INC COM 87650L103 11,298,458 143,728 SH SOLE 143,728 0 0
IDEAYA BIOSCIENCES INC COM 45166A102 7,408,337 192,825 SH SOLE 192,825 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 130,105,388 285,200 SH Call SOLE 285,200 0 0
ARGENX SE SPONSORED ADR 04016X101 1,117,840,003 1,165,747 SH SOLE 1,139,958 0 25,789
GARMIN LTD SHS H2906T109 1,129,033,792 3,936,110 SH SOLE 3,867,997 0 68,113
MOTOROLA SOLUTIONS INC COM NEW 620076307 137,051,487 307,311 SH SOLE 307,311 0 0
AXALTA COATING SYS LTD COM G0750C108 963,382,966 29,955,938 SH SOLE 28,732,145 0 1,223,793
DAVE INC CLASS A COM NEW 23834J201 31,476,472 97,902 SH SOLE 67,720 0 30,182
GE VERNOVA INC COM 36828A101 203,698,561 214,309 SH SOLE 214,309 0 0
AMPHENOL CORP CL A 032095101 231,488 2,746 SH SOLE 2,746 0 0
MAREX GROUP LTD ORD G5T40M104 89,435,668 1,282,048 SH SOLE 890,547 0 391,501
CBRE GROUP INC CL A 12504L109 446,483,574 3,475,391 SH SOLE 3,422,995 0 52,396
ISHARES TR MSCI INDIA ETF 46429B598 14,048,906 300,962 SH SOLE 161,594 0 139,368
RBC BEARINGS INC COM 75524B104 322,138,639 645,282 SH SOLE 614,291 0 30,991
CITIZENS FINL GROUP INC COM 174610105 13,218,787 207,321 SH SOLE 207,321 0 0
LIVANOVA PLC SHS G5509L101 137,473,254 1,797,036 SH SOLE 1,797,036 0 0
DYNE THERAPEUTICS INC COM 26818M108 4,545,759 282,170 SH SOLE 282,170 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 33,325,634 178,776 SH SOLE 178,776 0 0
OKTA INC CL A 679295105 244,530,611 1,169,388 SH SOLE 1,136,116 0 33,272
H WORLD GROUP LTD SPONSORED ADS 44332N106 143,920,521 3,362,629 SH SOLE 3,352,277 0 10,352
STATE STR CORP COM 857477103 100,651,135 576,500 SH SOLE 576,500 0 0
SPX TECHNOLOGIES INC COM 78473E103 27,779,693 163,834 SH SOLE 113,799 0 50,035
LINDE PLC SHS G54950103 217,442,386 458,111 SH SOLE 458,111 0 0
ALAMAR BIOSCIENCES INC COMMON STOCK 010911105 31,772,387 932,562 SH SOLE 641,337 0 291,225
FERRARI N V COM N3167Y103 34,876,437 88,778 SH SOLE 88,778 0 0
IQVIA HLDGS INC COM 46266C105 930,590,131 3,461,373 SH SOLE 3,149,000 0 312,373
ILLUMINA INC COM 452327109 57,821,742 211,275 SH SOLE 211,275 0 0
STRYKER CORPORATION COM 863667101 3,526,369 12,805 SH SOLE 12,805 0 0
NEPTUNE INS HLDGS INC CL A 64073B103 33,296,464 1,217,421 SH SOLE 988,402 0 229,019
C H ROBINSON WORLDWIDE IN COM NEW 12541W209 105,881,336 715,631 SH SOLE 680,684 0 34,947
CONSTRUCTION PARTNERS INC COM CL A 21044C107 22,775,069 252,972 SH SOLE 249,806 0 3,166
CAPITAL ONE FINL CORP COM 14040H105 322,624,797 1,671,025 SH SOLE 1,671,025 0 0
SHOPIFY INC CL A SUB VTG SHS 82509L107 542,737,675 3,659,710 SH SOLE 3,601,236 0 58,474
ICICI BK LTD ADR 45104G104 49,712,047 1,804,430 SH SOLE 1,444,312 0 360,118
XP INC CL A G98239109 13,956,615 664,759 SH SOLE 664,759 0 0
KODIAK SCIENCES INC COM 50015M109 79,279,060 836,277 SH SOLE 836,277 0 0
NU HLDGS LTD ORD SHS CL A G6683N103 153,804,808 12,148,879 SH SOLE 11,315,022 0 833,857
SEA LTD SPONSORD ADS 81141R100 508,794,305 5,225,907 SH SOLE 5,183,124 0 42,783
ELI LILLY & CO COM 532457108 271,179,054 234,365 SH SOLE 234,365 0 0
RADWARE LTD ORD M81873107 61,218,382 2,053,619 SH SOLE 2,053,619 0 0
VANECK ETF TRUST JUNIOR GOLD MINE 92189F791 55,242,960 484,800 SH SOLE 363,200 0 121,600
LATTICE SEMICONDUCTOR CORP COM 518415104 515,089,961 4,100,576 SH SOLE 3,748,081 0 352,495
UNION PAC CORP COM 907818108 440,034 1,617 SH SOLE 1,617 0 0
GE AEROSPACE COM NEW 369604301 238,363,150 763,275 SH SOLE 763,275 0 0
LUXFER HLDGS PLC SHS G5698W116 26,435,949 1,530,744 SH SOLE 1,530,744 0 0
LIBERTY MEDIA CORP DEL COM SER C 531229755 224,061,049 2,424,903 SH SOLE 2,330,138 0 94,765
BLACKROCK INC COM 09290D101 104,893,472 99,116 SH SOLE 99,116 0 0
SERVICENOW INC COM 81762P102 291,876,996 2,178,024 SH SOLE 2,178,024 0 0
MDA SPACE LTD COM 55293N109 28,631,139 966,700 SH SOLE 966,700 0 0
INSTALLED BLDG PRODS INC COM 45780R101 18,786,971 97,910 SH SOLE 67,735 0 30,175
NVIDIA CORPORATION COM 67066G104 467,251,549 2,045,939 SH SOLE 2,045,939 0 0
KANZHUN LIMITED SPONSORED ADS 48553T106 66,985,362 4,526,038 SH SOLE 4,526,038 0 0
GRAIL INC COM 384747101 15,178,079 108,322 SH SOLE 108,322 0 0
ARXIS INC CL A COM 04339D105 11,726,075 237,418 SH SOLE 233,573 0 3,845