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 |
89BIO INC | COM | 282559103 | 18,578,114 | 2,319,365 | SH | | SOLE | | 2,003,075 | 0 | 316,290 |
AAON INC | COM PAR $0.004 | 000360206 | 840,121 | 9,630 | SH | | SOLE | | 9,630 | 0 | 0 |
ABBVIE INC | COM | 00287Y109 | 172,387,502 | 1,005,058 | SH | | SOLE | | 828,866 | 0 | 176,192 |
ADVANCED MICRO DEVICES INC | COM | 007903107 | 121,034,114 | 746,157 | SH | | SOLE | | 442,317 | 0 | 303,840 |
ALIGN TECHNOLOGY INC | COM | 016255101 | 46,179,847 | 191,276 | SH | | SOLE | | 134,577 | 0 | 56,699 |
ALKERMES PLC | SHS | G01767105 | 31,730,181 | 1,316,605 | SH | | SOLE | | 1,111,033 | 0 | 205,572 |
ALLEGRO MICROSYSTEMS INC | COM | 01749D105 | 36,805,079 | 1,303,296 | SH | | SOLE | | 776,077 | 0 | 527,219 |
ALPHABET INC | CAP STK CL A | 02079K305 | 564,821,920 | 3,100,861 | SH | | SOLE | | 2,362,247 | 0 | 738,614 |
ALPHABET INC | CAP STK CL C | 02079K107 | 12,654,513 | 68,992 | SH | | SOLE | | 48,416 | 0 | 20,576 |
AMAZON COM INC | COM | 023135106 | 633,822,515 | 3,279,806 | SH | | SOLE | | 2,518,870 | 0 | 760,936 |
AMERICAN INTL GROUP INC | COM NEW | 026874784 | 135,706,727 | 1,827,946 | SH | | SOLE | | 936,145 | 0 | 891,801 |
AMERIPRISE FINL INC | COM | 03076C106 | 8,802,677 | 20,606 | SH | | SOLE | | 14,526 | 0 | 6,080 |
AMETEK INC | COM | 031100100 | 73,851,907 | 442,996 | SH | | SOLE | | 319,299 | 0 | 123,697 |
ANALOG DEVICES INC | COM | 032654105 | 23,240,520 | 101,816 | SH | | SOLE | | 97,616 | 0 | 4,200 |
APOLLO GLOBAL MGMT INC | COM | 03769M106 | 74,334,142 | 629,577 | SH | | SOLE | | 532,218 | 0 | 97,359 |
APPLE INC | COM | 037833100 | 802,932,160 | 3,812,231 | SH | | SOLE | | 2,844,816 | 0 | 967,415 |
APPLIED MATLS INC | COM | 038222105 | 2,300,431 | 9,748 | SH | | SOLE | | 9,748 | 0 | 0 |
ARES MANAGEMENT CORPORATION | CL A COM STK | 03990B101 | 132,269,159 | 992,416 | SH | | SOLE | | 546,301 | 0 | 446,115 |
ASCENDIS PHARMA A/S | SPONSORED ADR | 04351P101 | 676,829,960 | 4,962,824 | SH | | SOLE | | 3,432,969 | 0 | 1,529,855 |
ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 67,030,975 | 65,541 | SH | | SOLE | | 54,983 | 0 | 10,558 |
AVANTOR INC | COM | 05352A100 | 58,132,064 | 2,742,078 | SH | | SOLE | | 1,615,716 | 0 | 1,126,362 |
AVERY DENNISON CORP | COM | 053611109 | 106,776,416 | 488,344 | SH | | SOLE | | 298,933 | 0 | 189,411 |
AVIENT CORPORATION | COM | 05368V106 | 63,707,961 | 1,459,518 | SH | | SOLE | | 1,232,318 | 0 | 227,200 |
AXALTA COATING SYS LTD | COM | G0750C108 | 68,756,737 | 2,012,196 | SH | | SOLE | | 1,710,426 | 0 | 301,770 |
AXON ENTERPRISE INC | COM | 05464C101 | 308,233,892 | 1,047,559 | SH | | SOLE | | 583,865 | 0 | 463,694 |
AZEK CO INC | CL A | 05478C105 | 68,340,842 | 1,622,142 | SH | | SOLE | | 1,158,342 | 0 | 463,800 |
BANK AMERICA CORP | COM | 060505104 | 9,699,903 | 243,900 | SH | | SOLE | | 172,095 | 0 | 71,805 |
BICYCLE THERAPEUTICS PLC | SPONSORED ADS | 088786108 | 30,842,845 | 1,523,856 | SH | | SOLE | | 1,287,106 | 0 | 236,750 |
BIO RAD LABS INC | CL A | 090572207 | 66,416,255 | 243,185 | SH | | SOLE | | 173,114 | 0 | 70,071 |
BLOCK INC | CL A | 852234103 | 347,601 | 5,390 | SH | | SOLE | | 5,390 | 0 | 0 |
BLUE OWL CAPITAL INC | COM CL A | 09581B103 | 114,364,422 | 6,443,066 | SH | | SOLE | | 4,253,634 | 0 | 2,189,432 |
BOOKING HOLDINGS INC | COM | 09857L108 | 831,915 | 210 | SH | | SOLE | | 210 | 0 | 0 |
BRIGHT HORIZONS FAM SOL IN D | COM | 109194100 | 75,454,116 | 685,448 | SH | | SOLE | | 423,695 | 0 | 261,753 |
BROADCOM INC | COM | 11135F101 | 58,306,427 | 36,316 | SH | | SOLE | | 30,302 | 0 | 6,014 |
BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 1,096,207 | 7,920 | SH | | SOLE | | 7,050 | 0 | 870 |
CADENCE DESIGN SYSTEM INC | COM | 127387108 | 169,383,751 | 550,394 | SH | | SOLE | | 310,097 | 0 | 240,297 |
CAMECO CORP | COM | 13321L108 | 34,363,248 | 698,440 | SH | | SOLE | | 191,720 | 0 | 506,720 |
CAMTEK LTD | ORD | M20791105 | 978,124 | 7,810 | SH | | SOLE | | 7,810 | 0 | 0 |
CASELLA WASTE SYS INC | CL A | 147448104 | 90,371,362 | 910,818 | SH | | SOLE | | 768,768 | 0 | 142,050 |
CCC INTELLIGENT SOLUTIONS HL | COM | 12510Q100 | 45,813,352 | 4,123,614 | SH | | SOLE | | 3,491,514 | 0 | 632,100 |
CDW CORP | COM | 12514G108 | 73,802,988 | 329,713 | SH | | SOLE | | 229,900 | 0 | 99,813 |
CELANESE CORP DEL | COM | 150870103 | 55,119,727 | 408,627 | SH | | SOLE | | 287,359 | 0 | 121,268 |
CELESTICA INC | COM | 15101Q207 | 24,438,460 | 426,277 | SH | | SOLE | | 359,707 | 0 | 66,570 |
CHAMPIONX CORPORATION | COM | 15872M104 | 35,991,105 | 1,083,743 | SH | | SOLE | | 914,333 | 0 | 169,410 |
CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 160,277,013 | 2,558,292 | SH | | SOLE | | 1,556,672 | 0 | 1,001,620 |
CHURCHILL DOWNS INC | COM | 171484108 | 53,300,257 | 381,807 | SH | | SOLE | | 322,427 | 0 | 59,380 |
CINTAS CORP | COM | 172908105 | 10,612,440 | 15,155 | SH | | SOLE | | 10,715 | 0 | 4,440 |
CISCO SYS INC | COM | 17275R102 | 69,070,944 | 1,453,819 | SH | | SOLE | | 1,247,649 | 0 | 206,170 |
COCA COLA CO | COM | 191216100 | 12,131,754 | 190,601 | SH | | SOLE | | 134,503 | 0 | 56,098 |
COHERENT CORP | COM | 19247G107 | 79,155,666 | 1,092,405 | SH | | SOLE | | 766,297 | 0 | 326,108 |
COINBASE GLOBAL INC | COM CL A | 19260Q107 | 45,179,803 | 203,302 | SH | | SOLE | | 144,912 | 0 | 58,390 |
COMFORT SYS USA INC | COM | 199908104 | 263,023,960 | 864,869 | SH | | SOLE | | 576,675 | 0 | 288,194 |
CONOCOPHILLIPS | COM | 20825C104 | 5,428,704 | 47,462 | SH | | SOLE | | 47,462 | 0 | 0 |
CONSTELLATION BRANDS INC | CL A | 21036P108 | 113,468,476 | 441,031 | SH | | SOLE | | 335,126 | 0 | 105,905 |
COOPER COS INC | COM | 216648501 | 57,532,498 | 659,021 | SH | | SOLE | | 460,344 | 0 | 198,677 |
COPART INC | COM | 217204106 | 86,536,970 | 1,597,802 | SH | | SOLE | | 1,120,763 | 0 | 477,039 |
COSTAR GROUP INC | COM | 22160N109 | 127,514,376 | 1,719,913 | SH | | SOLE | | 1,304,592 | 0 | 415,321 |
COSTCO WHSL CORP NEW | COM | 22160K105 | 123,581,970 | 145,392 | SH | | SOLE | | 122,743 | 0 | 22,649 |
CREDO TECHNOLOGY GROUP HOLDI | ORDINARY SHARES | G25457105 | 29,013,082 | 908,362 | SH | | SOLE | | 767,459 | 0 | 140,903 |
CSX CORP | COM | 126408103 | 956,336 | 28,590 | SH | | SOLE | | 28,590 | 0 | 0 |
CUMMINS INC | COM | 231021106 | 5,288,809 | 19,098 | SH | | SOLE | | 13,473 | 0 | 5,625 |
CYTOKINETICS INC | COM NEW | 23282W605 | 47,326,934 | 873,513 | SH | | SOLE | | 646,231 | 0 | 227,282 |
DANAHER CORPORATION | COM | 235851102 | 5,495,451 | 21,995 | SH | | SOLE | | 19,595 | 0 | 2,400 |
DATADOG INC | CL A COM | 23804L103 | 73,501,328 | 566,746 | SH | | SOLE | | 399,155 | 0 | 167,591 |
DAYFORCE INC | COM | 15677J108 | 23,238,698 | 468,522 | SH | | SOLE | | 327,591 | 0 | 140,931 |
DESCARTES SYS GROUP INC | COM | 249906108 | 54,710,533 | 564,958 | SH | | SOLE | | 327,207 | 0 | 237,751 |
DEVON ENERGY CORP NEW | COM | 25179M103 | 42,484,839 | 896,305 | SH | | SOLE | | 712,634 | 0 | 183,671 |
DEXCOM INC | COM | 252131107 | 222,827,800 | 1,965,318 | SH | | SOLE | | 1,294,498 | 0 | 670,820 |
DIAMONDBACK ENERGY INC | COM | 25278X109 | 69,787,760 | 348,608 | SH | | SOLE | | 297,497 | 0 | 51,111 |
DRAFTKINGS INC NEW | COM CL A | 26142V105 | 132,129,249 | 3,461,599 | SH | | SOLE | | 1,804,262 | 0 | 1,657,337 |
DYNATRACE INC | COM NEW | 268150109 | 91,939,089 | 2,054,964 | SH | | SOLE | | 1,438,389 | 0 | 616,575 |
E L F BEAUTY INC | COM | 26856L103 | 347,688 | 1,650 | SH | | SOLE | | 1,650 | 0 | 0 |
EAST WEST BANCORP INC | COM | 27579R104 | 27,250,787 | 372,126 | SH | | SOLE | | 234,689 | 0 | 137,437 |
ELEVANCE HEALTH INC | COM | 036752103 | 666,488 | 1,230 | SH | | SOLE | | 1,230 | 0 | 0 |
ELI LILLY & CO | COM | 532457108 | 26,983,040 | 29,803 | SH | | SOLE | | 23,343 | 0 | 6,460 |
ENPHASE ENERGY INC | COM | 29355A107 | 29,802,761 | 298,894 | SH | | SOLE | | 210,254 | 0 | 88,640 |
ENVESTNET INC | COM | 29404K106 | 35,333,119 | 564,517 | SH | | SOLE | | 476,997 | 0 | 87,520 |
F5 INC | COM | 315616102 | 104,993,991 | 609,615 | SH | | SOLE | | 440,592 | 0 | 169,023 |
FABRINET | SHS | G3323L100 | 49,702,896 | 203,043 | SH | | SOLE | | 171,543 | 0 | 31,500 |
FAIR ISAAC CORP | COM | 303250104 | 124,232,635 | 83,453 | SH | | SOLE | | 59,663 | 0 | 23,790 |
FERGUSON PLC NEW | SHS | G3421J106 | 5,969,068 | 30,824 | SH | | SOLE | | 21,744 | 0 | 9,080 |
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 5,288,539 | 70,177 | SH | | SOLE | | 49,522 | 0 | 20,655 |
FIFTH THIRD BANCORP | COM | 316773100 | 7,260,306 | 198,967 | SH | | SOLE | | 140,392 | 0 | 58,575 |
FIRST CTZNS BANCSHARES INC N | CL A | 31946M103 | 54,909,767 | 32,614 | SH | | SOLE | | 23,897 | 0 | 8,717 |
FIVE BELOW INC | COM | 33829M101 | 1,997,420 | 18,330 | SH | | SOLE | | 18,330 | 0 | 0 |
FLEX LTD | ORD | Y2573F102 | 86,469,546 | 2,932,165 | SH | | SOLE | | 1,945,058 | 0 | 987,107 |
FLYWIRE CORPORATION | COM VTG | 302492103 | 85,562,290 | 5,220,396 | SH | | SOLE | | 3,693,535 | 0 | 1,526,861 |
FREEPORT-MCMORAN INC | CL B | 35671D857 | 6,449,123 | 132,698 | SH | | SOLE | | 93,628 | 0 | 39,070 |
FTAI AVIATION LTD | SHS | G3730V105 | 91,566,455 | 887,014 | SH | | SOLE | | 645,719 | 0 | 241,295 |
GALLAGHER ARTHUR J & CO | COM | 363576109 | 66,445,237 | 256,239 | SH | | SOLE | | 182,499 | 0 | 73,740 |
GARTNER INC | COM | 366651107 | 6,452,992 | 14,370 | SH | | SOLE | | 14,370 | 0 | 0 |
GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 36266G107 | 68,402,794 | 877,859 | SH | | SOLE | | 618,414 | 0 | 259,445 |
GITLAB INC | CLASS A COM | 37637K108 | 45,213,180 | 909,356 | SH | | SOLE | | 768,346 | 0 | 141,010 |
GLOBAL PMTS INC | COM | 37940X102 | 90,804,556 | 939,034 | SH | | SOLE | | 720,063 | 0 | 218,971 |
GLOBANT S A | COM | L44385109 | 102,699,672 | 576,123 | SH | | SOLE | | 376,928 | 0 | 199,195 |
HAEMONETICS CORP MASS | COM | 405024100 | 61,458,462 | 742,880 | SH | | SOLE | | 627,420 | 0 | 115,460 |
HEICO CORP NEW | CL A | 422806208 | 3,573,478 | 20,130 | SH | | SOLE | | 20,130 | 0 | 0 |
HERSHEY CO | COM | 427866108 | 7,473,976 | 40,657 | SH | | SOLE | | 28,687 | 0 | 11,970 |
HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 57,091,469 | 261,647 | SH | | SOLE | | 183,182 | 0 | 78,465 |
HOME DEPOT INC | COM | 437076102 | 106,944,286 | 310,668 | SH | | SOLE | | 264,290 | 0 | 46,378 |
HUBBELL INC | COM | 443510607 | 89,077,709 | 243,728 | SH | | SOLE | | 144,319 | 0 | 99,409 |
HUBSPOT INC | COM | 443573100 | 113,954,666 | 193,212 | SH | | SOLE | | 148,172 | 0 | 45,040 |
HUNT J B TRANS SVCS INC | COM | 445658107 | 73,091,702 | 456,823 | SH | | SOLE | | 353,623 | 0 | 103,200 |
ICHOR HOLDINGS | SHS | G4740B105 | 21,431,063 | 555,929 | SH | | SOLE | | 469,275 | 0 | 86,654 |
ICON PLC | SHS | G4705A100 | 165,434,184 | 527,751 | SH | | SOLE | | 417,729 | 0 | 110,022 |
IDEX CORP | COM | 45167R104 | 78,697,368 | 391,140 | SH | | SOLE | | 239,770 | 0 | 151,370 |
IDEXX LABS INC | COM | 45168D104 | 54,859,909 | 112,602 | SH | | SOLE | | 79,375 | 0 | 33,227 |
ILLINOIS TOOL WKS INC | COM | 452308109 | 3,017,212 | 12,733 | SH | | SOLE | | 10,988 | 0 | 1,745 |
IMPINJ INC | COM | 453204109 | 43,088,235 | 274,850 | SH | | SOLE | | 232,220 | 0 | 42,630 |
INNOVIVA INC | COM | 45781M101 | 43,939,487 | 2,679,237 | SH | | SOLE | | 2,264,985 | 0 | 414,252 |
INSIGHT ENTERPRISES INC | COM | 45765U103 | 74,253,884 | 374,339 | SH | | SOLE | | 316,204 | 0 | 58,135 |
INSULET CORP | COM | 45784P101 | 119,361,408 | 591,484 | SH | | SOLE | | 381,039 | 0 | 210,445 |
INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 16,947,716 | 97,992 | SH | | SOLE | | 70,125 | 0 | 27,867 |
INTRA-CELLULAR THERAPIES INC | COM | 46116X101 | 71,425,618 | 1,042,862 | SH | | SOLE | | 725,482 | 0 | 317,380 |
INTUIT | COM | 461202103 | 926,666 | 1,410 | SH | | SOLE | | 1,410 | 0 | 0 |
IRHYTHM TECHNOLOGIES INC | COM | 450056106 | 65,561,371 | 609,080 | SH | | SOLE | | 514,400 | 0 | 94,680 |
ISHARES TR | RUS MD CP GR ETF | 464287481 | 266,798 | 2,418 | SH | | SOLE | | 2,418 | 0 | 0 |
ITT INC | COM | 45073V108 | 82,886,280 | 641,634 | SH | | SOLE | | 541,586 | 0 | 100,048 |
JABIL INC | COM | 466313103 | 31,180,480 | 286,612 | SH | | SOLE | | 201,670 | 0 | 84,942 |
KEMPER CORP | COM | 488401100 | 27,455,610 | 462,761 | SH | | SOLE | | 390,952 | 0 | 71,809 |
KEYCORP | COM | 493267108 | 31,665,550 | 2,228,399 | SH | | SOLE | | 1,330,547 | 0 | 897,852 |
KINSALE CAP GROUP INC | COM | 49714P108 | 34,769,979 | 90,246 | SH | | SOLE | | 76,246 | 0 | 14,000 |
KYNDRYL HLDGS INC | COMMON STOCK | 50155Q100 | 52,748,235 | 2,004,874 | SH | | SOLE | | 1,195,041 | 0 | 809,833 |
LANTHEUS HLDGS INC | COM | 516544103 | 131,768,576 | 1,641,158 | SH | | SOLE | | 1,179,749 | 0 | 461,409 |
LEGEND BIOTECH CORP | SPONSORED ADS | 52490G102 | 211,361,147 | 4,772,209 | SH | | SOLE | | 3,217,742 | 0 | 1,554,467 |
LIGHTSPEED COMMERCE INC | SUB VTG SHS | 53229C107 | 35,030,561 | 2,558,843 | SH | | SOLE | | 2,162,353 | 0 | 396,490 |
LINCOLN ELEC HLDGS INC | COM | 533900106 | 43,382,107 | 229,973 | SH | | SOLE | | 137,111 | 0 | 92,862 |
LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 37,679,924 | 401,962 | SH | | SOLE | | 282,430 | 0 | 119,532 |
LPL FINL HLDGS INC | COM | 50212V100 | 163,279,059 | 584,601 | SH | | SOLE | | 281,587 | 0 | 303,014 |
LULULEMON ATHLETICA INC | COM | 550021109 | 210,882 | 706 | SH | | SOLE | | 706 | 0 | 0 |
M/I HOMES INC | COM | 55305B101 | 130,388,358 | 1,067,532 | SH | | SOLE | | 751,781 | 0 | 315,751 |
MACOM TECH SOLUTIONS HLDGS I | COM | 55405Y100 | 111,514,195 | 1,000,396 | SH | | SOLE | | 635,601 | 0 | 364,795 |
MARQETA INC | CLASS A COM | 57142B104 | 43,915,580 | 8,013,792 | SH | | SOLE | | 5,634,076 | 0 | 2,379,716 |
MARVELL TECHNOLOGY INC | COM | 573874104 | 15,390,163 | 220,174 | SH | | SOLE | | 211,094 | 0 | 9,080 |
MASIMO CORP | COM | 574795100 | 142,524,552 | 1,131,686 | SH | | SOLE | | 734,867 | 0 | 396,819 |
MEDIAALPHA INC | CL A | 58450V104 | 445,146 | 33,800 | SH | | SOLE | | 33,800 | 0 | 0 |
MERCK & CO INC | COM | 58933Y105 | 12,343,850 | 99,708 | SH | | SOLE | | 70,357 | 0 | 29,351 |
MERCURY GENL CORP NEW | COM | 589400100 | 337,439 | 6,350 | SH | | SOLE | | 6,350 | 0 | 0 |
MERITAGE HOMES CORP | COM | 59001A102 | 61,609,335 | 380,657 | SH | | SOLE | | 321,623 | 0 | 59,034 |
META PLATFORMS INC | CL A | 30303M102 | 434,421,615 | 861,572 | SH | | SOLE | | 622,927 | 0 | 238,645 |
METTLER TOLEDO INTERNATIONAL | COM | 592688105 | 258,554 | 185 | SH | | SOLE | | 185 | 0 | 0 |
MGM RESORTS INTERNATIONAL | COM | 552953101 | 58,599,812 | 1,318,628 | SH | | SOLE | | 1,146,682 | 0 | 171,946 |
MICROCHIP TECHNOLOGY INC. | COM | 595017104 | 50,297,560 | 549,700 | SH | | SOLE | | 391,401 | 0 | 158,299 |
MICROSOFT CORP | COM | 594918104 | 825,354,313 | 1,846,637 | SH | | SOLE | | 1,311,131 | 0 | 535,506 |
MICROSTRATEGY INC | CL A NEW | 594972408 | 366,410 | 266 | SH | | SOLE | | 266 | 0 | 0 |
MKS INSTRS INC | COM | 55306N104 | 3,146,992 | 24,100 | SH | | SOLE | | 24,100 | 0 | 0 |
MONDAY COM LTD | SHS | M7S64H106 | 141,103,438 | 586,075 | SH | | SOLE | | 406,063 | 0 | 180,012 |
MONGODB INC | CL A | 60937P106 | 122,160,897 | 488,722 | SH | | SOLE | | 324,227 | 0 | 164,495 |
MOONLAKE IMMUNOTHERAPEUTICS | CLASS A ORD | 61559X104 | 49,141,971 | 1,117,625 | SH | | SOLE | | 945,301 | 0 | 172,324 |
MSCI INC | COM | 55354G100 | 61,709,208 | 128,094 | SH | | SOLE | | 95,482 | 0 | 32,612 |
MUELLER INDS INC | COM | 624756102 | 10,220,730 | 179,500 | SH | | SOLE | | 126,660 | 0 | 52,840 |
MURAL ONCOLOGY PUB LTD CO | ORD SHS | G63365103 | 2,334,574 | 743,495 | SH | | SOLE | | 616,719 | 0 | 126,776 |
NANO DIMENSION LTD | SPONSORD ADS NEW | 63008G203 | 327,954 | 149,070 | SH | | SOLE | | 149,070 | 0 | 0 |
NATIONAL STORAGE AFFILIATES | COM SHS BEN IN | 637870106 | 323,989 | 7,860 | SH | | SOLE | | 7,860 | 0 | 0 |
NEUROCRINE BIOSCIENCES INC | COM | 64125C109 | 66,739,250 | 484,777 | SH | | SOLE | | 289,400 | 0 | 195,377 |
NEXTERA ENERGY INC | COM | 65339F101 | 7,566,049 | 106,850 | SH | | SOLE | | 92,620 | 0 | 14,230 |
NEXTRACKER INC | CLASS A COM | 65290E101 | 47,863,027 | 1,020,969 | SH | | SOLE | | 861,789 | 0 | 159,180 |
NORTHERN OIL & GAS INC | COM | 665531307 | 69,823,808 | 1,878,499 | SH | | SOLE | | 1,584,849 | 0 | 293,650 |
NOVA LTD | COM | M7516K103 | 42,176,468 | 179,834 | SH | | SOLE | | 151,740 | 0 | 28,094 |
NU HLDGS LTD | ORD SHS CL A | G6683N103 | 53,615,066 | 4,159,431 | SH | | SOLE | | 3,007,822 | 0 | 1,151,609 |
NVIDIA CORPORATION | COM | 67066G104 | 876,757,487 | 7,096,952 | SH | | SOLE | | 5,109,362 | 0 | 1,987,590 |
NXP SEMICONDUCTORS N V | COM | N6596X109 | 119,345,879 | 443,517 | SH | | SOLE | | 244,568 | 0 | 198,949 |
ODDITY TECH LTD | SHS CL A | M7518J104 | 59,155,084 | 1,506,752 | SH | | SOLE | | 1,058,793 | 0 | 447,959 |
OLD DOMINION FREIGHT LINE IN | COM | 679580100 | 441,147 | 2,498 | SH | | SOLE | | 2,498 | 0 | 0 |
ON HLDG AG | NAMEN AKT A | H5919C104 | 61,309,238 | 1,580,135 | SH | | SOLE | | 1,056,705 | 0 | 523,430 |
OPTION CARE HEALTH INC | COM NEW | 68404L201 | 163,223,995 | 5,892,563 | SH | | SOLE | | 4,193,450 | 0 | 1,699,113 |
OVINTIV INC | COM | 69047Q102 | 70,775,528 | 1,510,039 | SH | | SOLE | | 898,374 | 0 | 611,665 |
PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | 106,896,170 | 4,220,141 | SH | | SOLE | | 2,457,047 | 0 | 1,763,094 |
PALOMAR HLDGS INC | COM | 69753M105 | 25,712,864 | 316,856 | SH | | SOLE | | 269,442 | 0 | 47,414 |
PATTERSON-UTI ENERGY INC | COM | 703481101 | 43,208,680 | 4,170,722 | SH | | SOLE | | 3,518,759 | 0 | 651,963 |
PAYLOCITY HLDG CORP | COM | 70438V106 | 38,322,466 | 290,652 | SH | | SOLE | | 180,659 | 0 | 109,993 |
PERMIAN RESOURCES CORP | CLASS A COM | 71424F105 | 79,968,921 | 4,951,636 | SH | | SOLE | | 2,940,279 | 0 | 2,011,357 |
PFIZER INC | COM | 717081103 | 7,699,480 | 275,178 | SH | | SOLE | | 275,178 | 0 | 0 |
PLEXUS CORP | COM | 729132100 | 8,939,412 | 86,639 | SH | | SOLE | | 55,849 | 0 | 30,790 |
PRIMERICA INC | COM | 74164M108 | 62,632,426 | 264,741 | SH | | SOLE | | 216,881 | 0 | 47,860 |
PROCORE TECHNOLOGIES INC | COM | 74275K108 | 46,031,419 | 694,185 | SH | | SOLE | | 498,161 | 0 | 196,024 |
PROGRESSIVE CORP | COM | 743315103 | 189,945,680 | 914,475 | SH | | SOLE | | 562,895 | 0 | 351,580 |
PTC INC | COM | 69370C100 | 115,946,970 | 638,228 | SH | | SOLE | | 416,715 | 0 | 221,513 |
PURE STORAGE INC | CL A | 74624M102 | 49,381,959 | 769,070 | SH | | SOLE | | 545,296 | 0 | 223,774 |
RAMBUS INC DEL | COM | 750917106 | 32,067,682 | 545,740 | SH | | SOLE | | 461,124 | 0 | 84,616 |
RANPAK HOLDINGS CORP | COM CL A | 75321W103 | 2,386,803 | 371,198 | SH | | SOLE | | 371,198 | 0 | 0 |
RAYMOND JAMES FINL INC | COM | 754730109 | 4,956,143 | 40,095 | SH | | SOLE | | 40,095 | 0 | 0 |
RED ROCK RESORTS INC | CL A | 75700L108 | 60,206,905 | 1,096,066 | SH | | SOLE | | 649,869 | 0 | 446,197 |
REGAL REXNORD CORPORATION | COM | 758750103 | 78,410,292 | 579,872 | SH | | SOLE | | 407,377 | 0 | 172,495 |
REPAY HLDGS CORP | COM CL A | 76029L100 | 358,406 | 33,940 | SH | | SOLE | | 33,940 | 0 | 0 |
REPLIGEN CORP | COM | 759916109 | 32,241,358 | 255,762 | SH | | SOLE | | 150,440 | 0 | 105,322 |
REVOLVE GROUP INC | CL A | 76156B107 | 33,239,379 | 2,089,213 | SH | | SOLE | | 1,765,303 | 0 | 323,910 |
ROCKET PHARMACEUTICALS INC | COM | 77313F106 | 93,180,161 | 4,327,922 | SH | | SOLE | | 3,125,255 | 0 | 1,202,667 |
ROCKWELL AUTOMATION INC | COM | 773903109 | 81,528,486 | 296,166 | SH | | SOLE | | 208,586 | 0 | 87,580 |
ROKU INC | COM CL A | 77543R102 | 40,702,958 | 679,175 | SH | | SOLE | | 402,205 | 0 | 276,970 |
ROSS STORES INC | COM | 778296103 | 114,328,874 | 786,739 | SH | | SOLE | | 553,994 | 0 | 232,745 |
S&P GLOBAL INC | COM | 78409V104 | 55,651,619 | 124,779 | SH | | SOLE | | 100,165 | 0 | 24,614 |
SAIA INC | COM | 78709Y105 | 128,812,895 | 271,591 | SH | | SOLE | | 193,625 | 0 | 77,966 |
SALESFORCE INC | COM | 79466L302 | 157,792,878 | 613,741 | SH | | SOLE | | 518,794 | 0 | 94,947 |
SAMSARA INC | COM CL A | 79589L106 | 113,500,892 | 3,367,979 | SH | | SOLE | | 2,439,157 | 0 | 928,822 |
SANOFI | SPONSORED ADR | 80105N105 | 5,720,702 | 117,904 | SH | | SOLE | | 117,904 | 0 | 0 |
SAP SE | SPON ADR | 803054204 | 135,374,020 | 671,132 | SH | | SOLE | | 400,569 | 0 | 270,563 |
SCHWAB CHARLES CORP | COM | 808513105 | 80,032,585 | 1,086,071 | SH | | SOLE | | 885,091 | 0 | 200,980 |
SELECTIVE INS GROUP INC | COM | 816300107 | 29,040,104 | 309,497 | SH | | SOLE | | 183,603 | 0 | 125,894 |
SENSATA TECHNOLOGIES HLDG PL | SHS | G8060N102 | 81,933,717 | 2,191,327 | SH | | SOLE | | 1,904,857 | 0 | 286,470 |
SENTINELONE INC | CL A | 81730H109 | 67,396,606 | 3,201,739 | SH | | SOLE | | 1,909,229 | 0 | 1,292,510 |
SERVICENOW INC | COM | 81762P102 | 281,786,727 | 358,202 | SH | | SOLE | | 245,340 | 0 | 112,862 |
SHIFT4 PMTS INC | CL A | 82452J109 | 105,791,311 | 1,442,281 | SH | | SOLE | | 1,096,931 | 0 | 345,350 |
SMARTSHEET INC | COM CL A | 83200N103 | 62,638,121 | 1,421,010 | SH | | SOLE | | 1,214,540 | 0 | 206,470 |
STAG INDL INC | COM | 85254J102 | 44,280,526 | 1,227,968 | SH | | SOLE | | 1,022,990 | 0 | 204,978 |
SUN CMNTYS INC | COM | 866674104 | 72,739,754 | 604,452 | SH | | SOLE | | 360,152 | 0 | 244,300 |
SUPER MICRO COMPUTER INC | COM | 86800U104 | 760,357 | 928 | SH | | SOLE | | 928 | 0 | 0 |
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 184,243,492 | 1,060,028 | SH | | SOLE | | 702,456 | 0 | 357,572 |
TAPESTRY INC | COM | 876030107 | 63,308,789 | 1,479,523 | SH | | SOLE | | 881,873 | 0 | 597,650 |
TENABLE HLDGS INC | COM | 88025T102 | 38,787,202 | 890,023 | SH | | SOLE | | 752,023 | 0 | 138,000 |
TERADYNE INC | COM | 880770102 | 49,313,876 | 332,550 | SH | | SOLE | | 236,171 | 0 | 96,379 |
TERRENO RLTY CORP | COM | 88146M101 | 523,151 | 8,840 | SH | | SOLE | | 8,840 | 0 | 0 |
TESLA INC | COM | 88160R101 | 86,670,785 | 437,997 | SH | | SOLE | | 291,307 | 0 | 146,690 |
TEXAS ROADHOUSE INC | COM | 882681109 | 135,546,500 | 789,392 | SH | | SOLE | | 546,052 | 0 | 243,340 |
THE TRADE DESK INC | COM CL A | 88339J105 | 50,082,137 | 512,769 | SH | | SOLE | | 366,126 | 0 | 146,643 |
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 10,017,042 | 18,114 | SH | | SOLE | | 15,439 | 0 | 2,675 |
TIMKEN CO | COM | 887389104 | 3,831,817 | 47,820 | SH | | SOLE | | 47,820 | 0 | 0 |
TJX COS INC NEW | COM | 872540109 | 7,618,810 | 69,199 | SH | | SOLE | | 48,834 | 0 | 20,365 |
TRACTOR SUPPLY CO | COM | 892356106 | 7,850,790 | 29,077 | SH | | SOLE | | 20,522 | 0 | 8,555 |
TRADEWEB MKTS INC | CL A | 892672106 | 52,062,748 | 491,158 | SH | | SOLE | | 293,073 | 0 | 198,085 |
TRANE TECHNOLOGIES PLC | SHS | G8994E103 | 1,170,662 | 3,559 | SH | | SOLE | | 3,559 | 0 | 0 |
TRANSDIGM GROUP INC | COM | 893641100 | 464,291,275 | 363,406 | SH | | SOLE | | 242,223 | 0 | 121,183 |
UBER TECHNOLOGIES INC | COM | 90353T100 | 205,507,514 | 2,827,566 | SH | | SOLE | | 1,817,414 | 0 | 1,010,152 |
UNION PAC CORP | COM | 907818108 | 96,674,510 | 427,272 | SH | | SOLE | | 360,287 | 0 | 66,985 |
UNITEDHEALTH GROUP INC | COM | 91324P102 | 104,120,279 | 204,454 | SH | | SOLE | | 174,846 | 0 | 29,608 |
UNIVERSAL DISPLAY CORP | COM | 91347P105 | 34,792,801 | 165,483 | SH | | SOLE | | 140,248 | 0 | 25,235 |
VALERO ENERGY CORP | COM | 91913Y100 | 8,338,848 | 53,195 | SH | | SOLE | | 42,760 | 0 | 10,435 |
VAXCYTE INC | COM | 92243G108 | 145,685,067 | 1,929,348 | SH | | SOLE | | 1,423,997 | 0 | 505,351 |
VEECO INSTRS INC DEL | COM | 922417100 | 39,998,147 | 856,308 | SH | | SOLE | | 510,438 | 0 | 345,870 |
VERTEX PHARMACEUTICALS INC | COM | 92532F100 | 254,984 | 544 | SH | | SOLE | | 544 | 0 | 0 |
VERTIV HOLDINGS CO | COM CL A | 92537N108 | 309,130,173 | 3,570,870 | SH | | SOLE | | 2,074,541 | 0 | 1,496,329 |
VIKING THERAPEUTICS INC | COM | 92686J106 | 41,702,702 | 786,695 | SH | | SOLE | | 582,375 | 0 | 204,320 |
VISA INC | COM CL A | 92826C839 | 231,616,176 | 882,448 | SH | | SOLE | | 738,061 | 0 | 144,387 |
VISTRA CORP | COM | 92840M102 | 23,841,317 | 277,289 | SH | | SOLE | | 220,396 | 0 | 56,893 |
VULCAN MATLS CO | COM | 929160109 | 75,369,529 | 303,078 | SH | | SOLE | | 213,234 | 0 | 89,844 |
WALMART INC | COM | 931142103 | 63,954,619 | 944,537 | SH | | SOLE | | 772,722 | 0 | 171,815 |
WASTE CONNECTIONS INC | COM | 94106B101 | 62,376,233 | 355,704 | SH | | SOLE | | 257,928 | 0 | 97,776 |
WATSCO INC | COM | 942622200 | 10,375,186 | 22,397 | SH | | SOLE | | 15,802 | 0 | 6,595 |
WEX INC | COM | 96208T104 | 42,036,916 | 237,309 | SH | | SOLE | | 200,512 | 0 | 36,797 |
WILEY JOHN & SONS INC | CL A | 968223206 | 8,070,240 | 198,286 | SH | | SOLE | | 139,911 | 0 | 58,375 |
WILLIAMS COS INC | COM | 969457100 | 8,012,653 | 188,533 | SH | | SOLE | | 154,068 | 0 | 34,465 |
WILLSCOT MOBIL MINI HLDNG CO | COM CL A | 971378104 | 119,108,129 | 3,164,403 | SH | | SOLE | | 2,235,006 | 0 | 929,397 |
WINGSTOP INC | COM | 974155103 | 184,482,214 | 436,479 | SH | | SOLE | | 280,114 | 0 | 156,365 |
WINTRUST FINL CORP | COM | 97650W108 | 20,558,039 | 208,584 | SH | | SOLE | | 176,184 | 0 | 32,400 |
WNS HLDGS LTD | COM SHS | G98196101 | 55,268,115 | 1,052,726 | SH | | SOLE | | 894,267 | 0 | 158,459 |
XENON PHARMACEUTICALS INC | COM | 98420N105 | 25,091,859 | 643,546 | SH | | SOLE | | 555,606 | 0 | 87,940 |
ZEBRA TECHNOLOGIES CORPORATI | CL A | 989207105 | 52,521,334 | 170,010 | SH | | SOLE | | 119,609 | 0 | 50,401 |
ZSCALER INC | COM | 98980G102 | 57,407,529 | 298,702 | SH | | SOLE | | 210,443 | 0 | 88,259 |