The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 | 25,190,671 | 2,164,147 | SH | SOLE | 1,858,377 | 0 | 305,770 | ||
AAON INC | COM PAR $0.004 | 000360206 | 848,403 | 9,630 | SH | SOLE | 9,630 | 0 | 0 | ||
ABBVIE INC | COM | 00287Y109 | 161,555,299 | 887,179 | SH | SOLE | 743,600 | 0 | 143,579 | ||
ADVANCED MICRO DEVICES INC | COM | 007903107 | 55,970,567 | 310,103 | SH | SOLE | 258,388 | 0 | 51,715 | ||
ALIGN TECHNOLOGY INC | COM | 016255101 | 64,318,577 | 196,141 | SH | SOLE | 137,214 | 0 | 58,927 | ||
ALKERMES PLC | SHS | G01767105 | 34,723,799 | 1,282,741 | SH | SOLE | 1,074,459 | 0 | 208,282 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 446,243,521 | 2,956,626 | SH | SOLE | 2,588,687 | 0 | 367,939 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 9,928,418 | 65,207 | SH | SOLE | 44,631 | 0 | 20,576 | ||
AMAZON COM INC | COM | 023135106 | 475,018,570 | 2,633,433 | SH | SOLE | 2,294,086 | 0 | 339,347 | ||
AMERICAN INTL GROUP INC | COM NEW | 026874784 | 106,781,075 | 1,366,011 | SH | SOLE | 1,003,735 | 0 | 362,276 | ||
AMERIPRISE FINL INC | COM | 03076C106 | 8,495,213 | 19,376 | SH | SOLE | 14,136 | 0 | 5,240 | ||
AMETEK INC | COM | 031100100 | 174,414,030 | 953,603 | SH | SOLE | 751,438 | 0 | 202,165 | ||
APOLLO GLOBAL MGMT INC | COM | 03769M106 | 99,716,256 | 886,761 | SH | SOLE | 755,092 | 0 | 131,669 | ||
APPLE INC | COM | 037833100 | 555,123,085 | 3,237,247 | SH | SOLE | 2,795,122 | 0 | 442,125 | ||
APPLIED MATLS INC | COM | 038222105 | 1,344,207 | 6,518 | SH | SOLE | 6,518 | 0 | 0 | ||
APTIV PLC | SHS | G6095L109 | 37,229,695 | 467,416 | SH | SOLE | 331,093 | 0 | 136,323 | ||
ARES MANAGEMENT CORPORATION | CL A COM STK | 03990B101 | 86,349,786 | 649,344 | SH | SOLE | 454,363 | 0 | 194,981 | ||
ASCENDIS PHARMA A/S | SPONSORED ADR | 04351P101 | 616,050,091 | 4,075,214 | SH | SOLE | 3,261,984 | 0 | 813,230 | ||
AVANTOR INC | COM | 05352A100 | 134,094,569 | 5,244,215 | SH | SOLE | 3,479,387 | 0 | 1,764,828 | ||
AVERY DENNISON CORP | COM | 053611109 | 100,527,019 | 450,289 | SH | SOLE | 294,078 | 0 | 156,211 | ||
AVIENT CORPORATION | COM | 05368V106 | 59,009,721 | 1,359,671 | SH | SOLE | 1,138,681 | 0 | 220,990 | ||
AXALTA COATING SYS LTD | COM | G0750C108 | 64,677,342 | 1,880,702 | SH | SOLE | 1,587,242 | 0 | 293,460 | ||
AXON ENTERPRISE INC | COM | 05464C101 | 221,927,507 | 709,306 | SH | SOLE | 487,560 | 0 | 221,746 | ||
AZEK CO INC | CL A | 05478C105 | 74,712,294 | 1,487,700 | SH | SOLE | 1,245,360 | 0 | 242,340 | ||
BANK AMERICA CORP | COM | 060505104 | 8,705,977 | 229,588 | SH | SOLE | 167,533 | 0 | 62,055 | ||
BICYCLE THERAPEUTICS PLC | SPONSORED ADS | 088786108 | 25,869,033 | 1,038,917 | SH | SOLE | 870,207 | 0 | 168,710 | ||
BIO RAD LABS INC | CL A | 090572207 | 79,726,148 | 230,509 | SH | SOLE | 169,948 | 0 | 60,561 | ||
BLOCK INC | CL A | 852234103 | 362,002 | 4,280 | SH | SOLE | 4,280 | 0 | 0 | ||
BLUE OWL CAPITAL INC | COM CL A | 09581B103 | 85,418,166 | 4,529,065 | SH | SOLE | 2,938,533 | 0 | 1,590,532 | ||
BOOKING HOLDINGS INC | COM | 09857L108 | 761,855 | 210 | SH | SOLE | 210 | 0 | 0 | ||
BRIGHT HORIZONS FAM SOL IN D | COM | 109194100 | 71,597,042 | 631,590 | SH | SOLE | 416,647 | 0 | 214,943 | ||
BROADCOM INC | COM | 11135F101 | 31,991,421 | 24,137 | SH | SOLE | 19,227 | 0 | 4,910 | ||
BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 288,066,870 | 1,381,284 | SH | SOLE | 963,962 | 0 | 417,322 | ||
CADENCE DESIGN SYSTEM INC | COM | 127387108 | 115,383,737 | 370,675 | SH | SOLE | 314,874 | 0 | 55,801 | ||
CALIX INC | COM | 13100M509 | 19,384,540 | 584,576 | SH | SOLE | 489,782 | 0 | 94,794 | ||
CAMECO CORP | COM | 13321L108 | 586,986 | 13,550 | SH | SOLE | 13,550 | 0 | 0 | ||
CAMTEK LTD | ORD | M20791105 | 17,951,576 | 214,296 | SH | SOLE | 180,744 | 0 | 33,552 | ||
CARDINAL HEALTH INC | COM | 14149Y108 | 5,067,392 | 45,285 | SH | SOLE | 33,055 | 0 | 12,230 | ||
CASELLA WASTE SYS INC | CL A | 147448104 | 83,842,946 | 848,012 | SH | SOLE | 709,802 | 0 | 138,210 | ||
CCC INTELLIGENT SOLUTIONS HL | COM | 12510Q100 | 36,728,861 | 3,070,975 | SH | SOLE | 2,580,565 | 0 | 490,410 | ||
CDW CORP | COM | 12514G108 | 85,515,352 | 334,332 | SH | SOLE | 230,969 | 0 | 103,363 | ||
CELANESE CORP DEL | COM | 150870103 | 89,305,469 | 519,641 | SH | SOLE | 391,096 | 0 | 128,545 | ||
CHAMPIONX CORPORATION | COM | 15872M104 | 36,228,012 | 1,009,418 | SH | SOLE | 844,668 | 0 | 164,750 | ||
CHEVRON CORP NEW | COM | 166764100 | 7,159,345 | 45,387 | SH | SOLE | 36,937 | 0 | 8,450 | ||
CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 106,292,989 | 36,567 | SH | SOLE | 27,703 | 0 | 8,864 | ||
CHURCHILL DOWNS INC | COM | 171484108 | 52,410,724 | 423,521 | SH | SOLE | 354,011 | 0 | 69,510 | ||
CINTAS CORP | COM | 172908105 | 9,808,727 | 14,277 | SH | SOLE | 10,437 | 0 | 3,840 | ||
CISCO SYS INC | COM | 17275R102 | 84,173,373 | 1,686,503 | SH | SOLE | 1,434,158 | 0 | 252,345 | ||
CME GROUP INC | COM | 12572Q105 | 5,552,975 | 25,793 | SH | SOLE | 18,813 | 0 | 6,980 | ||
COCA COLA CO | COM | 191216100 | 10,972,878 | 179,354 | SH | SOLE | 130,906 | 0 | 48,448 | ||
COGENT COMMUNICATIONS HLDGS | COM NEW | 19239V302 | 6,171,790 | 94,471 | SH | SOLE | 68,968 | 0 | 25,503 | ||
COHERENT CORP | COM | 19247G107 | 68,487,082 | 1,129,777 | SH | SOLE | 801,739 | 0 | 328,038 | ||
COMFORT SYS USA INC | COM | 199908104 | 211,924,008 | 667,036 | SH | SOLE | 490,657 | 0 | 176,379 | ||
CONOCOPHILLIPS | COM | 20825C104 | 5,884,664 | 46,234 | SH | SOLE | 46,234 | 0 | 0 | ||
CONSTELLATION BRANDS INC | CL A | 21036P108 | 116,085,189 | 427,161 | SH | SOLE | 316,682 | 0 | 110,479 | ||
COOPER COS INC | COM | 216648501 | 78,831,478 | 776,971 | SH | SOLE | 540,156 | 0 | 236,815 | ||
COPART INC | COM | 217204106 | 125,514,485 | 2,167,032 | SH | SOLE | 1,512,151 | 0 | 654,881 | ||
COSTAR GROUP INC | COM | 22160N109 | 159,137,822 | 1,647,389 | SH | SOLE | 1,263,254 | 0 | 384,135 | ||
COSTCO WHSL CORP NEW | COM | 22160K105 | 124,002,220 | 169,256 | SH | SOLE | 145,215 | 0 | 24,041 | ||
CREDO TECHNOLOGY GROUP HOLDI | ORDINARY SHARES | G25457105 | 17,846,769 | 842,226 | SH | SOLE | 705,223 | 0 | 137,003 | ||
CSX CORP | COM | 126408103 | 1,059,831 | 28,590 | SH | SOLE | 28,590 | 0 | 0 | ||
CUMMINS INC | COM | 231021106 | 5,243,591 | 17,796 | SH | SOLE | 13,106 | 0 | 4,690 | ||
CYTOKINETICS INC | COM NEW | 23282W605 | 51,277,472 | 731,386 | SH | SOLE | 545,264 | 0 | 186,122 | ||
DANAHER CORPORATION | COM | 235851102 | 5,190,430 | 20,785 | SH | SOLE | 18,385 | 0 | 2,400 | ||
DATADOG INC | CL A COM | 23804L103 | 61,747,904 | 499,579 | SH | SOLE | 348,071 | 0 | 151,508 | ||
DAYFORCE INC | COM | 15677J108 | 65,859,797 | 994,711 | SH | SOLE | 740,497 | 0 | 254,214 | ||
DECKERS OUTDOOR CORP | COM | 243537107 | 47,659,759 | 50,634 | SH | SOLE | 32,389 | 0 | 18,245 | ||
DESCARTES SYS GROUP INC | COM | 249906108 | 47,480,638 | 518,744 | SH | SOLE | 323,283 | 0 | 195,461 | ||
DEVON ENERGY CORP NEW | COM | 25179M103 | 45,856,831 | 913,847 | SH | SOLE | 724,965 | 0 | 188,882 | ||
DEXCOM INC | COM | 252131107 | 213,523,274 | 1,539,461 | SH | SOLE | 1,195,964 | 0 | 343,497 | ||
DIAMONDBACK ENERGY INC | COM | 25278X109 | 68,494,491 | 345,635 | SH | SOLE | 293,194 | 0 | 52,441 | ||
DRAFTKINGS INC NEW | COM CL A | 26142V105 | 91,164,541 | 2,007,587 | SH | SOLE | 1,484,596 | 0 | 522,991 | ||
DYNATRACE INC | COM NEW | 268150109 | 89,323,346 | 1,923,414 | SH | SOLE | 1,393,749 | 0 | 529,665 | ||
EAST WEST BANCORP INC | COM | 27579R104 | 42,962,030 | 543,067 | SH | SOLE | 357,680 | 0 | 185,387 | ||
ELI LILLY & CO | COM | 532457108 | 22,035,717 | 28,325 | SH | SOLE | 22,580 | 0 | 5,745 | ||
EMCOR GROUP INC | COM | 29084Q100 | 1,239,708 | 3,540 | SH | SOLE | 3,540 | 0 | 0 | ||
ENPHASE ENERGY INC | COM | 29355A107 | 36,856,242 | 304,647 | SH | SOLE | 213,934 | 0 | 90,713 | ||
EQUINIX INC | COM | 29444U700 | 57,293,577 | 69,419 | SH | SOLE | 55,881 | 0 | 13,538 | ||
EQUITY LIFESTYLE PPTYS INC | COM | 29472R108 | 6,291,043 | 97,687 | SH | SOLE | 71,292 | 0 | 26,395 | ||
EXPEDIA GROUP INC | COM NEW | 30212P303 | 34,339,724 | 249,290 | SH | SOLE | 175,080 | 0 | 74,210 | ||
F5 INC | COM | 315616102 | 97,734,972 | 515,507 | SH | SOLE | 377,904 | 0 | 137,603 | ||
FABRINET | SHS | G3323L100 | 56,785,577 | 300,421 | SH | SOLE | 251,716 | 0 | 48,705 | ||
FAIR ISAAC CORP | COM | 303250104 | 96,681,737 | 77,370 | SH | SOLE | 54,946 | 0 | 22,424 | ||
FERGUSON PLC NEW | SHS | G3421J106 | 6,327,043 | 28,966 | SH | SOLE | 21,136 | 0 | 7,830 | ||
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 4,855,081 | 65,450 | SH | SOLE | 48,170 | 0 | 17,280 | ||
FIRST CTZNS BANCSHARES INC N | CL A | 31946M103 | 45,311,556 | 27,713 | SH | SOLE | 20,422 | 0 | 7,291 | ||
FIVE BELOW INC | COM | 33829M101 | 67,777,897 | 373,679 | SH | SOLE | 245,082 | 0 | 128,597 | ||
FLEX LTD | ORD | Y2573F102 | 51,543,175 | 1,801,579 | SH | SOLE | 1,279,172 | 0 | 522,407 | ||
FLYWIRE CORPORATION | COM VTG | 302492103 | 120,018,152 | 4,837,491 | SH | SOLE | 3,517,605 | 0 | 1,319,886 | ||
GALLAGHER ARTHUR J & CO | COM | 363576109 | 72,857,173 | 291,382 | SH | SOLE | 206,821 | 0 | 84,561 | ||
GARTNER INC | COM | 366651107 | 6,849,748 | 14,370 | SH | SOLE | 14,370 | 0 | 0 | ||
GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 36266G107 | 59,604,162 | 655,639 | SH | SOLE | 456,005 | 0 | 199,634 | ||
GENPACT LIMITED | SHS | G3922B107 | 50,715,322 | 1,539,160 | SH | SOLE | 980,417 | 0 | 558,743 | ||
GITLAB INC | CLASS A COM | 37637K108 | 49,195,719 | 843,548 | SH | SOLE | 706,458 | 0 | 137,090 | ||
GLOBAL PMTS INC | COM | 37940X102 | 115,448,151 | 863,745 | SH | SOLE | 664,526 | 0 | 199,219 | ||
HAEMONETICS CORP MASS | COM | 405024100 | 59,733,136 | 699,861 | SH | SOLE | 586,171 | 0 | 113,690 | ||
HALLIBURTON CO | COM | 406216101 | 37,308,097 | 946,426 | SH | SOLE | 662,019 | 0 | 284,407 | ||
HEICO CORP NEW | CL A | 422806208 | 3,098,812 | 20,130 | SH | SOLE | 20,130 | 0 | 0 | ||
HERSHEY CO | COM | 427866108 | 7,432,818 | 38,215 | SH | SOLE | 27,905 | 0 | 10,310 | ||
HEXCEL CORP NEW | COM | 428291108 | 74,181,407 | 1,018,276 | SH | SOLE | 744,003 | 0 | 274,273 | ||
HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 80,858,094 | 379,064 | SH | SOLE | 263,846 | 0 | 115,218 | ||
HOME DEPOT INC | COM | 437076102 | 143,775,880 | 374,807 | SH | SOLE | 319,934 | 0 | 54,873 | ||
HUBBELL INC | COM | 443510607 | 93,613,282 | 225,547 | SH | SOLE | 142,155 | 0 | 83,392 | ||
HUBSPOT INC | COM | 443573100 | 121,826,409 | 194,437 | SH | SOLE | 147,109 | 0 | 47,328 | ||
HUMANA INC | COM | 444859102 | 293,672 | 847 | SH | SOLE | 847 | 0 | 0 | ||
HUNT J B TRANS SVCS INC | COM | 445658107 | 85,961,919 | 431,427 | SH | SOLE | 324,297 | 0 | 107,130 | ||
ICHOR HOLDINGS | SHS | G4740B105 | 12,971,184 | 335,867 | SH | SOLE | 281,233 | 0 | 54,634 | ||
ICON PLC | SHS | G4705A100 | 180,365,676 | 536,883 | SH | SOLE | 423,858 | 0 | 113,025 | ||
IDEX CORP | COM | 45167R104 | 87,817,918 | 359,880 | SH | SOLE | 235,090 | 0 | 124,790 | ||
IDEXX LABS INC | COM | 45168D104 | 92,879,402 | 172,021 | SH | SOLE | 120,405 | 0 | 51,616 | ||
ILLINOIS TOOL WKS INC | COM | 452308109 | 3,188,565 | 11,883 | SH | SOLE | 10,138 | 0 | 1,745 | ||
IMPINJ INC | COM | 453204109 | 48,236,703 | 375,646 | SH | SOLE | 314,746 | 0 | 60,900 | ||
INNOVIVA INC | COM | 45781M101 | 32,181,744 | 2,111,663 | SH | SOLE | 1,768,844 | 0 | 342,819 | ||
INSIGHT ENTERPRISES INC | COM | 45765U103 | 75,211,107 | 405,407 | SH | SOLE | 339,658 | 0 | 65,749 | ||
INSPIRE MED SYS INC | COM | 457730109 | 115,620,168 | 538,294 | SH | SOLE | 404,669 | 0 | 133,625 | ||
INSULET CORP | COM | 45784P101 | 80,269,962 | 468,320 | SH | SOLE | 314,227 | 0 | 154,093 | ||
INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 16,655,149 | 87,218 | SH | SOLE | 64,491 | 0 | 22,727 | ||
INTUIT | COM | 461202103 | 916,500 | 1,410 | SH | SOLE | 1,410 | 0 | 0 | ||
IRHYTHM TECHNOLOGIES INC | COM | 450056106 | 58,310,648 | 502,678 | SH | SOLE | 420,968 | 0 | 81,710 | ||
ITT INC | COM | 45073V108 | 98,433,621 | 723,617 | SH | SOLE | 605,669 | 0 | 117,948 | ||
JABIL INC | COM | 466313103 | 39,040,475 | 291,456 | SH | SOLE | 204,878 | 0 | 86,578 | ||
KEYCORP | COM | 493267108 | 42,857,068 | 2,710,757 | SH | SOLE | 1,730,865 | 0 | 979,892 | ||
KINSALE CAP GROUP INC | COM | 49714P108 | 55,780,387 | 106,301 | SH | SOLE | 89,112 | 0 | 17,189 | ||
LANTHEUS HLDGS INC | COM | 516544103 | 121,867,040 | 1,958,018 | SH | SOLE | 1,520,119 | 0 | 437,899 | ||
LEGEND BIOTECH CORP | SPONSORED ADS | 52490G102 | 125,628,902 | 2,239,774 | SH | SOLE | 1,638,091 | 0 | 601,683 | ||
LENNAR CORP | CL A | 526057104 | 8,346,877 | 48,534 | SH | SOLE | 35,409 | 0 | 13,125 | ||
LIGHTSPEED COMMERCE INC | SUB VTG SHS | 53229C107 | 34,983,797 | 2,488,179 | SH | SOLE | 2,086,449 | 0 | 401,730 | ||
LINCOLN ELEC HLDGS INC | COM | 533900106 | 165,127,144 | 646,442 | SH | SOLE | 463,805 | 0 | 182,637 | ||
LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 43,766,939 | 413,794 | SH | SOLE | 287,615 | 0 | 126,179 | ||
LPL FINL HLDGS INC | COM | 50212V100 | 101,776,973 | 385,227 | SH | SOLE | 269,663 | 0 | 115,564 | ||
LULULEMON ATHLETICA INC | COM | 550021109 | 34,796,814 | 89,074 | SH | SOLE | 60,809 | 0 | 28,265 | ||
M/I HOMES INC | COM | 55305B101 | 166,272,301 | 1,219,989 | SH | SOLE | 894,618 | 0 | 325,371 | ||
MACOM TECH SOLUTIONS HLDGS I | COM | 55405Y100 | 42,203,063 | 441,270 | SH | SOLE | 281,787 | 0 | 159,483 | ||
MARQETA INC | CLASS A COM | 57142B104 | 44,216,352 | 7,418,851 | SH | SOLE | 5,384,065 | 0 | 2,034,786 | ||
MARVELL TECHNOLOGY INC | COM | 573874104 | 2,051,671 | 28,946 | SH | SOLE | 28,946 | 0 | 0 | ||
MASIMO CORP | COM | 574795100 | 100,753,791 | 686,100 | SH | SOLE | 460,538 | 0 | 225,562 | ||
MEDIAALPHA INC | CL A | 58450V104 | 363,605 | 17,850 | SH | SOLE | 17,850 | 0 | 0 | ||
MERCK & CO INC | COM | 58933Y105 | 12,379,021 | 93,816 | SH | SOLE | 68,465 | 0 | 25,351 | ||
MERITAGE HOMES CORP | COM | 59001A102 | 86,091,204 | 490,660 | SH | SOLE | 411,116 | 0 | 79,544 | ||
META PLATFORMS INC | CL A | 30303M102 | 341,160,645 | 702,584 | SH | SOLE | 618,259 | 0 | 84,325 | ||
METTLER TOLEDO INTERNATIONAL | COM | 592688105 | 3,493,305 | 2,624 | SH | SOLE | 2,090 | 0 | 534 | ||
MGM RESORTS INTERNATIONAL | COM | 552953101 | 111,526,824 | 2,362,356 | SH | SOLE | 2,086,240 | 0 | 276,116 | ||
MICROCHIP TECHNOLOGY INC. | COM | 595017104 | 11,679,973 | 130,197 | SH | SOLE | 95,023 | 0 | 35,174 | ||
MICROSOFT CORP | COM | 594918104 | 640,726,963 | 1,522,930 | SH | SOLE | 1,296,810 | 0 | 226,120 | ||
MICROSTRATEGY INC | CL A NEW | 594972408 | 60,891,997 | 35,723 | SH | SOLE | 26,481 | 0 | 9,242 | ||
MKS INSTRS INC | COM | 55306N104 | 82,468,326 | 620,063 | SH | SOLE | 423,955 | 0 | 196,108 | ||
MONDAY COM LTD | SHS | M7S64H106 | 93,867,958 | 415,584 | SH | SOLE | 303,586 | 0 | 111,998 | ||
MONGODB INC | CL A | 60937P106 | 79,567,217 | 221,858 | SH | SOLE | 155,408 | 0 | 66,450 | ||
MOONLAKE IMMUNOTHERAPEUTICS | CLASS A ORD | 61559X104 | 45,753,151 | 910,873 | SH | SOLE | 764,399 | 0 | 146,474 | ||
MSCI INC | COM | 55354G100 | 84,357,736 | 150,518 | SH | SOLE | 110,437 | 0 | 40,081 | ||
MUELLER INDS INC | COM | 624756102 | 9,106,027 | 168,849 | SH | SOLE | 123,244 | 0 | 45,605 | ||
MURAL ONCOLOGY PUB LTD CO | ORD SHS | G63365103 | 7,571,763 | 1,548,418 | SH | SOLE | 1,278,304 | 0 | 270,114 | ||
NANO DIMENSION LTD | SPONSORD ADS NEW | 63008G203 | 415,160 | 149,070 | SH | SOLE | 149,070 | 0 | 0 | ||
NATIONAL STORAGE AFFILIATES | COM SHS BEN IN | 637870106 | 307,798 | 7,860 | SH | SOLE | 7,860 | 0 | 0 | ||
NEUROCRINE BIOSCIENCES INC | COM | 64125C109 | 69,400,379 | 503,193 | SH | SOLE | 321,516 | 0 | 181,677 | ||
NEXTERA ENERGY INC | COM | 65339F101 | 5,741,738 | 89,841 | SH | SOLE | 78,691 | 0 | 11,150 | ||
NEXTRACKER INC | CLASS A COM | 65290E101 | 45,156,056 | 802,489 | SH | SOLE | 671,639 | 0 | 130,850 | ||
NICE LTD | SPONSORED ADR | 653656108 | 148,927,718 | 571,436 | SH | SOLE | 419,369 | 0 | 152,067 | ||
NORTHERN OIL & GAS INC | COM | 665531307 | 69,430,040 | 1,749,749 | SH | SOLE | 1,464,179 | 0 | 285,570 | ||
NOVA LTD | COM | M7516K103 | 38,660,681 | 217,954 | SH | SOLE | 182,430 | 0 | 35,524 | ||
NVIDIA CORPORATION | COM | 67066G104 | 542,105,984 | 599,967 | SH | SOLE | 523,036 | 0 | 76,931 | ||
NXP SEMICONDUCTORS N V | COM | N6596X109 | 92,799,476 | 374,539 | SH | SOLE | 276,628 | 0 | 97,911 | ||
OLD DOMINION FREIGHT LINE IN | COM | 679580100 | 547,836 | 2,498 | SH | SOLE | 2,498 | 0 | 0 | ||
ON HLDG AG | NAMEN AKT A | H5919C104 | 65,897,727 | 1,862,570 | SH | SOLE | 1,161,820 | 0 | 700,750 | ||
OPTION CARE HEALTH INC | COM NEW | 68404L201 | 173,448,253 | 5,171,385 | SH | SOLE | 3,807,982 | 0 | 1,363,403 | ||
OVINTIV INC | COM | 69047Q102 | 71,881,604 | 1,385,002 | SH | SOLE | 882,507 | 0 | 502,495 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 40,508,700 | 142,571 | SH | SOLE | 97,805 | 0 | 44,766 | ||
PALOMAR HLDGS INC | COM | 69753M105 | 36,668,248 | 437,412 | SH | SOLE | 368,395 | 0 | 69,017 | ||
PATTERSON-UTI ENERGY INC | COM | 703481101 | 46,380,858 | 3,884,494 | SH | SOLE | 3,250,501 | 0 | 633,993 | ||
PAYLOCITY HLDG CORP | COM | 70438V106 | 46,029,264 | 267,830 | SH | SOLE | 177,537 | 0 | 90,293 | ||
PERMIAN RESOURCES CORP | CLASS A COM | 71424F105 | 80,210,554 | 4,541,934 | SH | SOLE | 2,889,217 | 0 | 1,652,717 | ||
PFIZER INC | COM | 717081103 | 7,056,548 | 254,290 | SH | SOLE | 254,290 | 0 | 0 | ||
PLEXUS CORP | COM | 729132100 | 36,434,395 | 384,248 | SH | SOLE | 246,437 | 0 | 137,811 | ||
PRIMERICA INC | COM | 74164M108 | 57,839,304 | 228,650 | SH | SOLE | 186,660 | 0 | 41,990 | ||
PROCORE TECHNOLOGIES INC | COM | 74275K108 | 72,345,885 | 880,442 | SH | SOLE | 624,341 | 0 | 256,101 | ||
PROGRESSIVE CORP | COM | 743315103 | 127,692,823 | 617,410 | SH | SOLE | 526,477 | 0 | 90,933 | ||
PTC INC | COM | 69370C100 | 88,278,625 | 467,231 | SH | SOLE | 298,245 | 0 | 168,986 | ||
RAMBUS INC DEL | COM | 750917106 | 20,276,956 | 328,053 | SH | SOLE | 274,727 | 0 | 53,326 | ||
RANPAK HOLDINGS CORP | COM CL A | 75321W103 | 3,182,392 | 404,370 | SH | SOLE | 404,370 | 0 | 0 | ||
RAYMOND JAMES FINL INC | COM | 754730109 | 5,149,000 | 40,095 | SH | SOLE | 40,095 | 0 | 0 | ||
RED ROCK RESORTS INC | CL A | 75700L108 | 79,452,924 | 1,328,200 | SH | SOLE | 843,662 | 0 | 484,538 | ||
REGAL REXNORD CORPORATION | COM | 758750103 | 54,486,013 | 302,532 | SH | SOLE | 192,715 | 0 | 109,817 | ||
REPLIGEN CORP | COM | 759916109 | 43,278,215 | 235,310 | SH | SOLE | 148,708 | 0 | 86,602 | ||
RESTAURANT BRANDS INTL INC | COM | 76131D103 | 6,627,798 | 83,421 | SH | SOLE | 61,411 | 0 | 22,010 | ||
REVOLVE GROUP INC | CL A | 76156B107 | 33,735,030 | 1,593,530 | SH | SOLE | 1,334,440 | 0 | 259,090 | ||
REXFORD INDL RLTY INC | COM | 76169C100 | 36,605,523 | 727,744 | SH | SOLE | 608,184 | 0 | 119,560 | ||
ROCKET PHARMACEUTICALS INC | COM | 77313F106 | 107,329,768 | 3,984,030 | SH | SOLE | 2,956,743 | 0 | 1,027,287 | ||
ROCKWELL AUTOMATION INC | COM | 773903109 | 88,676,224 | 304,384 | SH | SOLE | 212,455 | 0 | 91,929 | ||
ROSS STORES INC | COM | 778296103 | 105,868,260 | 721,370 | SH | SOLE | 502,764 | 0 | 218,606 | ||
S&P GLOBAL INC | COM | 78409V104 | 54,113,752 | 127,192 | SH | SOLE | 104,401 | 0 | 22,791 | ||
SAIA INC | COM | 78709Y105 | 151,562,970 | 259,082 | SH | SOLE | 199,126 | 0 | 59,956 | ||
SALESFORCE INC | COM | 79466L302 | 177,866,048 | 590,564 | SH | SOLE | 509,595 | 0 | 80,969 | ||
SAMSARA INC | COM CL A | 79589L106 | 84,224,803 | 2,228,759 | SH | SOLE | 1,891,357 | 0 | 337,402 | ||
SAP SE | SPON ADR | 803054204 | 58,935,783 | 302,188 | SH | SOLE | 259,272 | 0 | 42,916 | ||
SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 44,962,796 | 207,489 | SH | SOLE | 144,695 | 0 | 62,794 | ||
SCHWAB CHARLES CORP | COM | 808513105 | 67,287,370 | 930,154 | SH | SOLE | 772,039 | 0 | 158,115 | ||
SELECTIVE INS GROUP INC | COM | 816300107 | 55,467,639 | 508,085 | SH | SOLE | 368,355 | 0 | 139,730 | ||
SENSATA TECHNOLOGIES HLDG PL | SHS | G8060N102 | 45,316,475 | 1,233,437 | SH | SOLE | 1,032,497 | 0 | 200,940 | ||
SERVICENOW INC | COM | 81762P102 | 214,530,178 | 281,388 | SH | SOLE | 244,004 | 0 | 37,384 | ||
SHIFT4 PMTS INC | CL A | 82452J109 | 88,087,960 | 1,333,252 | SH | SOLE | 1,028,382 | 0 | 304,870 | ||
SILICON MOTION TECHNOLOGY CO | SPONSORED ADR | 82706C108 | 28,798,873 | 374,303 | SH | SOLE | 232,956 | 0 | 141,347 | ||
SMARTSHEET INC | COM CL A | 83200N103 | 91,871,472 | 2,386,272 | SH | SOLE | 1,803,339 | 0 | 582,933 | ||
STAG INDL INC | COM | 85254J102 | 37,190,123 | 967,485 | SH | SOLE | 820,037 | 0 | 147,448 | ||
SUN CMNTYS INC | COM | 866674104 | 77,662,834 | 604,004 | SH | SOLE | 389,584 | 0 | 214,420 | ||
SUPER MICRO COMPUTER INC | COM | 86800U104 | 56,211,200 | 55,653 | SH | SOLE | 43,097 | 0 | 12,556 | ||
SYNAPTICS INC | COM | 87157D109 | 13,064,845 | 133,916 | SH | SOLE | 84,139 | 0 | 49,777 | ||
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 116,246,324 | 854,438 | SH | SOLE | 738,741 | 0 | 115,697 | ||
TAPESTRY INC | COM | 876030107 | 49,473,020 | 1,041,976 | SH | SOLE | 665,166 | 0 | 376,810 | ||
TENABLE HLDGS INC | COM | 88025T102 | 40,938,667 | 828,215 | SH | SOLE | 693,945 | 0 | 134,270 | ||
TERRENO RLTY CORP | COM | 88146M101 | 586,976 | 8,840 | SH | SOLE | 8,840 | 0 | 0 | ||
TESLA INC | COM | 88160R101 | 51,165,508 | 291,060 | SH | SOLE | 251,960 | 0 | 39,100 | ||
TEXAS ROADHOUSE INC | COM | 882681109 | 114,418,864 | 740,719 | SH | SOLE | 531,149 | 0 | 209,570 | ||
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 10,249,057 | 17,634 | SH | SOLE | 14,959 | 0 | 2,675 | ||
TIMKEN CO | COM | 887389104 | 4,180,903 | 47,820 | SH | SOLE | 47,820 | 0 | 0 | ||
TJX COS INC NEW | COM | 872540109 | 6,605,789 | 65,133 | SH | SOLE | 47,538 | 0 | 17,595 | ||
TRACTOR SUPPLY CO | COM | 892356106 | 7,161,706 | 27,364 | SH | SOLE | 19,949 | 0 | 7,415 | ||
TRADEWEB MKTS INC | CL A | 892672106 | 48,268,732 | 463,365 | SH | SOLE | 295,690 | 0 | 167,675 | ||
TRANE TECHNOLOGIES PLC | SHS | G8994E103 | 946,831 | 3,154 | SH | SOLE | 3,154 | 0 | 0 | ||
TRANSDIGM GROUP INC | COM | 893641100 | 388,415,162 | 315,374 | SH | SOLE | 253,672 | 0 | 61,702 | ||
UBER TECHNOLOGIES INC | COM | 90353T100 | 136,093,156 | 1,767,673 | SH | SOLE | 1,537,206 | 0 | 230,467 | ||
UNION PAC CORP | COM | 907818108 | 103,903,535 | 422,492 | SH | SOLE | 360,952 | 0 | 61,540 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 211,057,365 | 426,637 | SH | SOLE | 366,621 | 0 | 60,016 | ||
UNIVERSAL DISPLAY CORP | COM | 91347P105 | 20,680,943 | 122,772 | SH | SOLE | 103,377 | 0 | 19,395 | ||
VAXCYTE INC | COM | 92243G108 | 108,346,149 | 1,586,095 | SH | SOLE | 1,203,384 | 0 | 382,711 | ||
VERTIV HOLDINGS CO | COM CL A | 92537N108 | 277,618,511 | 3,399,272 | SH | SOLE | 2,434,416 | 0 | 964,856 | ||
VIKING THERAPEUTICS INC | COM | 92686J106 | 54,294,742 | 662,131 | SH | SOLE | 494,231 | 0 | 167,900 | ||
VISA INC | COM CL A | 92826C839 | 284,659,924 | 1,019,994 | SH | SOLE | 878,978 | 0 | 141,016 | ||
VULCAN MATLS CO | COM | 929160109 | 84,982,049 | 311,381 | SH | SOLE | 217,039 | 0 | 94,342 | ||
WALMART INC | COM | 931142103 | 69,037,129 | 1,147,368 | SH | SOLE | 958,678 | 0 | 188,690 | ||
WASTE CONNECTIONS INC | COM | 94106B101 | 63,650,896 | 370,042 | SH | SOLE | 263,168 | 0 | 106,874 | ||
WATSCO INC | COM | 942622200 | 9,106,792 | 21,082 | SH | SOLE | 15,377 | 0 | 5,705 | ||
WESTERN DIGITAL CORP. | COM | 958102105 | 43,728,573 | 640,806 | SH | SOLE | 444,556 | 0 | 196,250 | ||
WEX INC | COM | 96208T104 | 61,373,952 | 258,384 | SH | SOLE | 216,497 | 0 | 41,887 | ||
WILEY JOHN & SONS INC | CL A | 968223206 | 7,052,334 | 184,955 | SH | SOLE | 136,140 | 0 | 48,815 | ||
WILLIAMS COS INC | COM | 969457100 | 909,170 | 23,330 | SH | SOLE | 23,330 | 0 | 0 | ||
WILLIAMS SONOMA INC | COM | 969904101 | 11,970,881 | 37,700 | SH | SOLE | 27,505 | 0 | 10,195 | ||
WILLSCOT MOBIL MINI HLDNG CO | COM CL A | 971378104 | 127,970,930 | 2,752,063 | SH | SOLE | 1,982,936 | 0 | 769,127 | ||
WINGSTOP INC | COM | 974155103 | 115,349,315 | 314,818 | SH | SOLE | 247,288 | 0 | 67,530 | ||
WINTRUST FINL CORP | COM | 97650W108 | 32,771,883 | 313,937 | SH | SOLE | 263,087 | 0 | 50,850 | ||
WNS HLDGS LTD | COM SHS | G98196101 | 59,141,323 | 1,170,420 | SH | SOLE | 1,025,127 | 0 | 145,293 | ||
WORKDAY INC | CL A | 98138H101 | 96,154,169 | 352,536 | SH | SOLE | 300,447 | 0 | 52,089 | ||
XENON PHARMACEUTICALS INC | COM | 98420N105 | 14,953,461 | 347,351 | SH | SOLE | 298,211 | 0 | 49,140 | ||
ZEBRA TECHNOLOGIES CORPORATI | CL A | 989207105 | 52,090,372 | 172,805 | SH | SOLE | 121,485 | 0 | 51,320 | ||
ZSCALER INC | COM | 98980G102 | 70,942,356 | 368,283 | SH | SOLE | 275,355 | 0 | 92,928 |