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 | 22,244,681 | 3,006,038 | SH | | SOLE | | 2,600,708 | 0 | 405,330 |
AAON INC | COM PAR $0.004 | 000360206 | 1,038,499 | 9,630 | SH | | SOLE | | 9,630 | 0 | 0 |
ABBVIE INC | COM | 00287Y109 | 125,152,936 | 633,750 | SH | | SOLE | | 519,928 | 0 | 113,822 |
ABERCROMBIE & FITCH CO | CL A | 002896207 | 73,048,365 | 522,147 | SH | | SOLE | | 444,677 | 0 | 77,470 |
ADVANCED MICRO DEVICES INC | COM | 007903107 | 56,629,991 | 345,136 | SH | | SOLE | | 274,326 | 0 | 70,810 |
ALLEGRO MICROSYSTEMS INC | COM | 01749D105 | 46,937,407 | 2,014,481 | SH | | SOLE | | 1,146,442 | 0 | 868,039 |
ALPHABET INC | CAP STK CL A | 02079K305 | 520,489,381 | 3,138,314 | SH | | SOLE | | 2,391,301 | 0 | 747,013 |
ALPHABET INC | CAP STK CL C | 02079K107 | 11,798,933 | 70,572 | SH | | SOLE | | 54,911 | 0 | 15,661 |
AMAZON COM INC | COM | 023135106 | 644,689,804 | 3,459,936 | SH | | SOLE | | 2,675,701 | 0 | 784,235 |
AMERICAN INTL GROUP INC | COM NEW | 026874784 | 127,713,048 | 1,743,999 | SH | | SOLE | | 910,680 | 0 | 833,319 |
AMERIPRISE FINL INC | COM | 03076C106 | 9,850,976 | 20,968 | SH | | SOLE | | 17,128 | 0 | 3,840 |
AMETEK INC | COM | 031100100 | 73,552,914 | 428,355 | SH | | SOLE | | 306,781 | 0 | 121,574 |
APOLLO GLOBAL MGMT INC | COM | 03769M106 | 92,449,984 | 740,133 | SH | | SOLE | | 619,424 | 0 | 120,709 |
APPLE INC | COM | 037833100 | 870,792,185 | 3,737,306 | SH | | SOLE | | 2,806,983 | 0 | 930,323 |
APPLIED INDL TECHNOLOGIES IN | COM | 03820C105 | 32,232,690 | 144,457 | SH | | SOLE | | 122,387 | 0 | 22,070 |
APPLIED MATLS INC | COM | 038222105 | 1,932,608 | 9,565 | SH | | SOLE | | 9,565 | 0 | 0 |
APPLIED OPTOELECTRONICS INC | COM | 03823U102 | 19,019,321 | 1,329,093 | SH | | SOLE | | 1,125,779 | 0 | 203,314 |
ARES MANAGEMENT CORPORATION | CL A COM STK | 03990B101 | 154,667,133 | 992,474 | SH | | SOLE | | 549,328 | 0 | 443,146 |
ARGENX SE | SPONSORED ADR | 04016X101 | 570,810 | 1,053 | SH | | SOLE | | 466 | 0 | 587 |
ASCENDIS PHARMA A/S | SPONSORED ADR | 04351P101 | 766,522,642 | 5,133,766 | SH | | SOLE | | 3,552,077 | 0 | 1,581,689 |
ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 123,634,804 | 148,377 | SH | | SOLE | | 105,740 | 0 | 42,637 |
ASTERA LABS INC | COM | 04626A103 | 52,048,522 | 993,482 | SH | | SOLE | | 563,917 | 0 | 429,565 |
ATLASSIAN CORPORATION | CL A | 049468101 | 57,148,917 | 359,857 | SH | | SOLE | | 257,692 | 0 | 102,165 |
AVANTOR INC | COM | 05352A100 | 63,111,857 | 2,439,577 | SH | | SOLE | | 1,372,043 | 0 | 1,067,534 |
AVERY DENNISON CORP | COM | 053611109 | 109,905,145 | 497,849 | SH | | SOLE | | 294,568 | 0 | 203,281 |
AVIENT CORPORATION | COM | 05368V106 | 76,620,050 | 1,522,656 | SH | | SOLE | | 1,288,306 | 0 | 234,350 |
AXALTA COATING SYS LTD | COM | G0750C108 | 75,882,830 | 2,096,790 | SH | | SOLE | | 1,785,570 | 0 | 311,220 |
AXON ENTERPRISE INC | COM | 05464C101 | 469,661,170 | 1,175,328 | SH | | SOLE | | 682,071 | 0 | 493,257 |
BANK AMERICA CORP | COM | 060505104 | 72,363,118 | 1,823,667 | SH | | SOLE | | 1,554,822 | 0 | 268,845 |
BICYCLE THERAPEUTICS PLC | SPONSORED ADS | 088786108 | 41,886,885 | 1,850,945 | SH | | SOLE | | 1,554,074 | 0 | 296,871 |
BIO RAD LABS INC | CL A | 090572207 | 84,571,452 | 252,769 | SH | | SOLE | | 176,087 | 0 | 76,682 |
BLUE OWL CAPITAL INC | COM CL A | 09581B103 | 130,414,516 | 6,736,287 | SH | | SOLE | | 4,364,015 | 0 | 2,372,272 |
BOOKING HOLDINGS INC | COM | 09857L108 | 884,545 | 210 | SH | | SOLE | | 210 | 0 | 0 |
BOOZ ALLEN HAMILTON HLDG COR | CL A | 099502106 | 48,349,049 | 297,057 | SH | | SOLE | | 212,303 | 0 | 84,754 |
BOSTON SCIENTIFIC CORP | COM | 101137107 | 356,569 | 4,255 | SH | | SOLE | | 2,140 | 0 | 2,115 |
BRIGHT HORIZONS FAM SOL IN D | COM | 109194100 | 99,125,580 | 707,383 | SH | | SOLE | | 418,940 | 0 | 288,443 |
BROADCOM INC | COM | 11135F101 | 203,023,767 | 1,176,949 | SH | | SOLE | | 807,689 | 0 | 369,260 |
CADENCE DESIGN SYSTEM INC | COM | 127387108 | 144,580,554 | 533,449 | SH | | SOLE | | 316,761 | 0 | 216,688 |
CAMTEK LTD | ORD | M20791105 | 623,629 | 7,810 | SH | | SOLE | | 7,810 | 0 | 0 |
CASELLA WASTE SYS INC | CL A | 147448104 | 94,563,653 | 950,484 | SH | | SOLE | | 803,644 | 0 | 146,840 |
CCC INTELLIGENT SOLUTIONS HL | COM | 12510Q100 | 47,513,508 | 4,299,865 | SH | | SOLE | | 3,647,895 | 0 | 651,970 |
CDW CORP | COM | 12514G108 | 11,369,136 | 50,239 | SH | | SOLE | | 41,049 | 0 | 9,190 |
CELANESE CORP DEL | COM | 150870103 | 55,678,565 | 409,522 | SH | | SOLE | | 298,076 | 0 | 111,446 |
CELESTICA INC | COM | 15101Q207 | 27,413,049 | 536,249 | SH | | SOLE | | 453,379 | 0 | 82,870 |
CHAMPIONX CORPORATION | COM | 15872M104 | 34,185,969 | 1,133,863 | SH | | SOLE | | 959,103 | 0 | 174,760 |
CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 155,801,653 | 2,703,951 | SH | | SOLE | | 2,121,824 | 0 | 582,127 |
CHURCHILL DOWNS INC | COM | 171484108 | 103,241,083 | 763,561 | SH | | SOLE | | 560,961 | 0 | 202,600 |
CIENA CORP | COM NEW | 171779309 | 35,402,794 | 574,814 | SH | | SOLE | | 492,344 | 0 | 82,470 |
CINTAS CORP | COM | 172908105 | 12,694,149 | 61,658 | SH | | SOLE | | 50,418 | 0 | 11,240 |
COCA COLA CO | COM | 191216100 | 13,937,103 | 193,948 | SH | | SOLE | | 158,510 | 0 | 35,438 |
COINBASE GLOBAL INC | COM CL A | 19260Q107 | 58,487,802 | 328,270 | SH | | SOLE | | 233,437 | 0 | 94,833 |
COMFORT SYS USA INC | COM | 199908104 | 276,438,063 | 708,180 | SH | | SOLE | | 493,741 | 0 | 214,439 |
CONSTELLATION BRANDS INC | CL A | 21036P108 | 82,574,133 | 320,440 | SH | | SOLE | | 250,087 | 0 | 70,353 |
COOPER COS INC | COM | 216648501 | 60,228,421 | 545,844 | SH | | SOLE | | 381,253 | 0 | 164,591 |
COPART INC | COM | 217204106 | 54,672,979 | 1,043,377 | SH | | SOLE | | 730,709 | 0 | 312,668 |
COSTAR GROUP INC | COM | 22160N109 | 103,013,920 | 1,365,508 | SH | | SOLE | | 1,052,855 | 0 | 312,653 |
COSTCO WHSL CORP NEW | COM | 22160K105 | 131,042,045 | 147,816 | SH | | SOLE | | 123,923 | 0 | 23,893 |
CREDO TECHNOLOGY GROUP HOLDI | ORDINARY SHARES | G25457105 | 7,833,025 | 254,319 | SH | | SOLE | | 215,160 | 0 | 39,159 |
CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 38,838,392 | 138,476 | SH | | SOLE | | 99,183 | 0 | 39,293 |
CSX CORP | COM | 126408103 | 987,213 | 28,590 | SH | | SOLE | | 28,590 | 0 | 0 |
CUMMINS INC | COM | 231021106 | 7,615,541 | 23,520 | SH | | SOLE | | 19,270 | 0 | 4,250 |
CVS HEALTH CORP | COM | 126650100 | 663,321 | 10,549 | SH | | SOLE | | 5,425 | 0 | 5,124 |
CYTOKINETICS INC | COM NEW | 23282W605 | 64,040,381 | 1,212,886 | SH | | SOLE | | 863,875 | 0 | 349,011 |
DANAHER CORPORATION | COM | 235851102 | 5,952,130 | 21,409 | SH | | SOLE | | 19,009 | 0 | 2,400 |
DATADOG INC | CL A COM | 23804L103 | 68,783,460 | 597,805 | SH | | SOLE | | 423,895 | 0 | 173,910 |
DAYFORCE INC | COM | 15677J108 | 28,652,643 | 467,798 | SH | | SOLE | | 329,161 | 0 | 138,637 |
DESCARTES SYS GROUP INC | COM | 249906108 | 60,248,382 | 585,163 | SH | | SOLE | | 323,152 | 0 | 262,011 |
DEXCOM INC | COM | 252131107 | 190,531,502 | 2,842,057 | SH | | SOLE | | 1,986,192 | 0 | 855,865 |
DIAMONDBACK ENERGY INC | COM | 25278X109 | 52,141,345 | 302,444 | SH | | SOLE | | 248,243 | 0 | 54,201 |
DICKS SPORTING GOODS INC | COM | 253393102 | 5,562,481 | 26,653 | SH | | SOLE | | 22,048 | 0 | 4,605 |
DRAFTKINGS INC NEW | COM CL A | 26142V105 | 144,962,628 | 3,698,026 | SH | | SOLE | | 2,068,146 | 0 | 1,629,880 |
DYNATRACE INC | COM NEW | 268150109 | 144,570,689 | 2,703,772 | SH | | SOLE | | 1,945,667 | 0 | 758,105 |
E L F BEAUTY INC | COM | 26856L103 | 36,497,029 | 334,743 | SH | | SOLE | | 248,243 | 0 | 86,500 |
EAST WEST BANCORP INC | COM | 27579R104 | 43,079,077 | 520,656 | SH | | SOLE | | 309,129 | 0 | 211,527 |
ELEVANCE HEALTH INC | COM | 036752103 | 806,520 | 1,551 | SH | | SOLE | | 1,113 | 0 | 438 |
ELI LILLY & CO | COM | 532457108 | 23,345,405 | 26,351 | SH | | SOLE | | 21,566 | 0 | 4,785 |
ENPHASE ENERGY INC | COM | 29355A107 | 33,712,079 | 298,284 | SH | | SOLE | | 211,311 | 0 | 86,973 |
ENSIGN GROUP INC | COM | 29358P101 | 18,843,440 | 131,021 | SH | | SOLE | | 110,671 | 0 | 20,350 |
EXPRO GROUP HOLDINGS NV | COM | N3144W105 | 26,481,154 | 1,542,292 | SH | | SOLE | | 1,306,262 | 0 | 236,030 |
F5 INC | COM | 315616102 | 99,447,385 | 451,623 | SH | | SOLE | | 324,242 | 0 | 127,381 |
FABRINET | SHS | G3323L100 | 35,735,305 | 151,139 | SH | | SOLE | | 127,989 | 0 | 23,150 |
FAIR ISAAC CORP | COM | 303250104 | 116,782,144 | 60,088 | SH | | SOLE | | 43,306 | 0 | 16,782 |
FERGUSON ENTERPRISES INC | COMMON STOCK NEW | 31488V107 | 6,226,758 | 31,358 | SH | | SOLE | | 25,618 | 0 | 5,740 |
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 5,980,085 | 71,404 | SH | | SOLE | | 58,359 | 0 | 13,045 |
FIRST CTZNS BANCSHARES INC N | CL A | 31946M103 | 9,233,620 | 5,016 | SH | | SOLE | | 4,533 | 0 | 483 |
FLEX LTD | ORD | Y2573F102 | 97,521,279 | 2,917,179 | SH | | SOLE | | 1,854,317 | 0 | 1,062,862 |
FLUOR CORP NEW | COM | 343412102 | 39,288,708 | 823,490 | SH | | SOLE | | 712,460 | 0 | 111,030 |
FLYWIRE CORPORATION | COM VTG | 302492103 | 102,059,088 | 6,226,912 | SH | | SOLE | | 4,324,374 | 0 | 1,902,538 |
FTAI AVIATION LTD | SHS | G3730V105 | 220,618,120 | 1,660,031 | SH | | SOLE | | 1,085,586 | 0 | 574,445 |
GALLAGHER ARTHUR J & CO | COM | 363576109 | 64,497,129 | 229,225 | SH | | SOLE | | 171,268 | 0 | 57,957 |
GARTNER INC | COM | 366651107 | 7,282,141 | 14,370 | SH | | SOLE | | 14,370 | 0 | 0 |
GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 36266G107 | 62,948,876 | 670,739 | SH | | SOLE | | 472,601 | 0 | 198,138 |
GE VERNOVA INC | COM | 36828A101 | 105,349,825 | 413,169 | SH | | SOLE | | 240,013 | 0 | 173,156 |
GLAUKOS CORP | COM | 377322102 | 330,520 | 2,537 | SH | | SOLE | | 1,305 | 0 | 1,232 |
GLOBAL PMTS INC | COM | 37940X102 | 103,709,249 | 1,012,588 | SH | | SOLE | | 805,169 | 0 | 207,419 |
GLOBANT S A | COM | L44385109 | 80,018,158 | 403,847 | SH | | SOLE | | 259,807 | 0 | 144,040 |
HAEMONETICS CORP MASS | COM | 405024100 | 66,206,032 | 823,663 | SH | | SOLE | | 693,368 | 0 | 130,295 |
HEICO CORP NEW | CL A | 422806208 | 4,101,689 | 20,130 | SH | | SOLE | | 20,130 | 0 | 0 |
HERSHEY CO | COM | 427866108 | 7,933,171 | 41,366 | SH | | SOLE | | 33,796 | 0 | 7,570 |
HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 60,227,493 | 261,291 | SH | | SOLE | | 184,135 | 0 | 77,156 |
HOME DEPOT INC | COM | 437076102 | 3,098,970 | 7,648 | SH | | SOLE | | 5,943 | 0 | 1,705 |
HUBBELL INC | COM | 443510607 | 72,756,104 | 169,852 | SH | | SOLE | | 96,568 | 0 | 73,284 |
HUBSPOT INC | COM | 443573100 | 93,434,129 | 175,760 | SH | | SOLE | | 127,214 | 0 | 48,546 |
HUNT J B TRANS SVCS INC | COM | 445658107 | 81,638,808 | 473,735 | SH | | SOLE | | 371,616 | 0 | 102,119 |
ICHOR HOLDINGS | SHS | G4740B105 | 18,475,821 | 580,818 | SH | | SOLE | | 491,954 | 0 | 88,864 |
ICON PLC | SHS | G4705A100 | 170,015,561 | 591,750 | SH | | SOLE | | 469,992 | 0 | 121,758 |
IDEX CORP | COM | 45167R104 | 76,395,891 | 356,158 | SH | | SOLE | | 204,043 | 0 | 152,115 |
ILLINOIS TOOL WKS INC | COM | 452308109 | 2,953,005 | 11,268 | SH | | SOLE | | 9,523 | 0 | 1,745 |
ILLUMINA INC | COM | 452327109 | 369,843 | 2,836 | SH | | SOLE | | 1,426 | 0 | 1,410 |
INNOVIVA INC | COM | 45781M101 | 38,515,514 | 1,994,589 | SH | | SOLE | | 1,674,955 | 0 | 319,634 |
INSIGHT ENTERPRISES INC | COM | 45765U103 | 72,871,822 | 338,325 | SH | | SOLE | | 286,505 | 0 | 51,820 |
INSMED INC | COM PAR $.01 | 457669307 | 18,376,947 | 251,739 | SH | | SOLE | | 213,229 | 0 | 38,510 |
INSULET CORP | COM | 45784P101 | 175,696,558 | 754,872 | SH | | SOLE | | 479,635 | 0 | 275,237 |
INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 11,649,368 | 52,693 | SH | | SOLE | | 43,141 | 0 | 9,552 |
INTRA-CELLULAR THERAPIES INC | COM | 46116X101 | 84,830,079 | 1,159,356 | SH | | SOLE | | 800,326 | 0 | 359,030 |
INTUIT | COM | 461202103 | 875,610 | 1,410 | SH | | SOLE | | 1,410 | 0 | 0 |
IRHYTHM TECHNOLOGIES INC | COM | 450056106 | 39,220,324 | 528,291 | SH | | SOLE | | 447,251 | 0 | 81,040 |
ISHARES TR | RUS 1000 GRW ETF | 464287614 | 435,672 | 1,161 | SH | | SOLE | | 1,161 | 0 | 0 |
ISHARES TR | RUS MD CP GR ETF | 464287481 | 289,050 | 2,464 | SH | | SOLE | | 2,464 | 0 | 0 |
ITT INC | COM | 45073V108 | 100,099,786 | 669,519 | SH | | SOLE | | 566,311 | 0 | 103,208 |
KEMPER CORP | COM | 488401100 | 51,332,706 | 838,085 | SH | | SOLE | | 709,896 | 0 | 128,189 |
KEYCORP | COM | 493267108 | 31,753,411 | 1,895,726 | SH | | SOLE | | 1,076,514 | 0 | 819,212 |
KINSALE CAP GROUP INC | COM | 49714P108 | 69,470,959 | 149,217 | SH | | SOLE | | 84,667 | 0 | 64,550 |
KYNDRYL HLDGS INC | COMMON STOCK | 50155Q100 | 74,893,704 | 3,259,082 | SH | | SOLE | | 2,137,479 | 0 | 1,121,603 |
LANTHEUS HLDGS INC | COM | 516544103 | 166,651,534 | 1,518,465 | SH | | SOLE | | 1,060,441 | 0 | 458,024 |
LATTICE SEMICONDUCTOR CORP | COM | 518415104 | 38,194,161 | 719,694 | SH | | SOLE | | 610,674 | 0 | 109,020 |
LEGEND BIOTECH CORP | SPONSORED ADS | 52490G102 | 245,526,364 | 5,038,505 | SH | | SOLE | | 3,327,632 | 0 | 1,710,873 |
LIGHTSPEED COMMERCE INC | SUB VTG SHS | 53229C107 | 54,838,006 | 3,325,531 | SH | | SOLE | | 2,819,111 | 0 | 506,420 |
LINCOLN ELEC HLDGS INC | COM | 533900106 | 45,688,279 | 237,935 | SH | | SOLE | | 135,613 | 0 | 102,322 |
LPL FINL HLDGS INC | COM | 50212V100 | 165,369,082 | 710,867 | SH | | SOLE | | 388,776 | 0 | 322,091 |
M & T BK CORP | COM | 55261F104 | 24,739,817 | 138,894 | SH | | SOLE | | 101,695 | 0 | 37,199 |
M/I HOMES INC | COM | 55305B101 | 189,699,633 | 1,107,024 | SH | | SOLE | | 763,713 | 0 | 343,311 |
MACOM TECH SOLUTIONS HLDGS I | COM | 55405Y100 | 134,685,504 | 1,210,547 | SH | | SOLE | | 766,262 | 0 | 444,285 |
MARQETA INC | CLASS A COM | 57142B104 | 41,000,589 | 8,333,453 | SH | | SOLE | | 5,760,287 | 0 | 2,573,166 |
MASIMO CORP | COM | 574795100 | 185,869,479 | 1,394,056 | SH | | SOLE | | 886,000 | 0 | 508,056 |
MEDIAALPHA INC | CL A | 58450V104 | 612,118 | 33,800 | SH | | SOLE | | 33,800 | 0 | 0 |
MERCADOLIBRE INC | COM | 58733R102 | 428,860 | 209 | SH | | SOLE | | 209 | 0 | 0 |
MERCK & CO INC | COM | 58933Y105 | 13,305,371 | 117,166 | SH | | SOLE | | 93,474 | 0 | 23,692 |
MERCURY GENL CORP NEW | COM | 589400100 | 399,923 | 6,350 | SH | | SOLE | | 6,350 | 0 | 0 |
MERITAGE HOMES CORP | COM | 59001A102 | 99,081,416 | 483,159 | SH | | SOLE | | 418,770 | 0 | 64,389 |
MERUS N V | COM | N5749R100 | 30,398,512 | 608,457 | SH | | SOLE | | 514,040 | 0 | 94,417 |
META PLATFORMS INC | CL A | 30303M102 | 521,906,773 | 911,723 | SH | | SOLE | | 665,410 | 0 | 246,313 |
MICROCHIP TECHNOLOGY INC. | COM | 595017104 | 11,301,299 | 140,756 | SH | | SOLE | | 115,032 | 0 | 25,724 |
MICRON TECHNOLOGY INC | COM | 595112103 | 40,901,150 | 394,380 | SH | | SOLE | | 138,600 | 0 | 255,780 |
MICROSOFT CORP | COM | 594918104 | 823,762,604 | 1,914,391 | SH | | SOLE | | 1,386,515 | 0 | 527,876 |
MKS INSTRS INC | COM | 55306N104 | 2,619,911 | 24,100 | SH | | SOLE | | 24,100 | 0 | 0 |
MONDAY COM LTD | SHS | M7S64H106 | 166,767,370 | 600,379 | SH | | SOLE | | 407,763 | 0 | 192,616 |
MONGODB INC | CL A | 60937P106 | 134,160,532 | 496,248 | SH | | SOLE | | 324,345 | 0 | 171,903 |
MOOG INC | CL A | 615394202 | 102,427,978 | 507,019 | SH | | SOLE | | 385,946 | 0 | 121,073 |
MOONLAKE IMMUNOTHERAPEUTICS | CLASS A ORD | 61559X104 | 58,858,190 | 1,167,358 | SH | | SOLE | | 986,528 | 0 | 180,830 |
MSCI INC | COM | 55354G100 | 89,738,058 | 153,943 | SH | | SOLE | | 114,545 | 0 | 39,398 |
MUELLER INDS INC | COM | 624756102 | 13,534,217 | 182,648 | SH | | SOLE | | 149,258 | 0 | 33,390 |
NANO DIMENSION LTD | SPONSORD ADS NEW | 63008G203 | 365,222 | 149,070 | SH | | SOLE | | 149,070 | 0 | 0 |
NATIONAL STORAGE AFFILIATES | COM SHS BEN IN | 637870106 | 378,852 | 7,860 | SH | | SOLE | | 7,860 | 0 | 0 |
NETFLIX INC | COM | 64110L106 | 222,870,918 | 314,226 | SH | | SOLE | | 199,805 | 0 | 114,421 |
NEXTERA ENERGY INC | COM | 65339F101 | 9,226,788 | 109,154 | SH | | SOLE | | 109,154 | 0 | 0 |
NEXTRACKER INC | CLASS A COM | 65290E101 | 39,920,735 | 1,065,121 | SH | | SOLE | | 900,921 | 0 | 164,200 |
NORTHERN OIL & GAS INC | COM | 665531307 | 50,407,339 | 1,423,534 | SH | | SOLE | | 1,203,424 | 0 | 220,110 |
NOVA LTD | COM | M7516K103 | 2,696,545 | 12,943 | SH | | SOLE | | 10,979 | 0 | 1,964 |
NU HLDGS LTD | ORD SHS CL A | G6683N103 | 80,123,577 | 5,869,859 | SH | | SOLE | | 4,311,912 | 0 | 1,557,947 |
NVIDIA CORPORATION | COM | 67066G104 | 920,244,169 | 7,577,768 | SH | | SOLE | | 5,561,698 | 0 | 2,016,070 |
NXP SEMICONDUCTORS N V | COM | N6596X109 | 83,490,833 | 347,864 | SH | | SOLE | | 297,862 | 0 | 50,002 |
ONESTREAM INC | CL A | 68278B107 | 20,565,638 | 606,656 | SH | | SOLE | | 514,566 | 0 | 92,090 |
OPTION CARE HEALTH INC | COM NEW | 68404L201 | 203,204,358 | 6,492,152 | SH | | SOLE | | 4,512,571 | 0 | 1,979,581 |
ORACLE CORP | COM | 68389X105 | 100,338,651 | 588,842 | SH | | SOLE | | 512,631 | 0 | 76,211 |
OSCAR HEALTH INC | CL A | 687793109 | 27,451,679 | 1,294,280 | SH | | SOLE | | 1,091,396 | 0 | 202,884 |
PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | 108,587,189 | 2,919,010 | SH | | SOLE | | 2,075,845 | 0 | 843,165 |
PALOMAR HLDGS INC | COM | 69753M105 | 37,338,605 | 394,408 | SH | | SOLE | | 335,884 | 0 | 58,524 |
PAYLOCITY HLDG CORP | COM | 70438V106 | 3,108,035 | 18,840 | SH | | SOLE | | 18,840 | 0 | 0 |
PERMIAN RESOURCES CORP | CLASS A COM | 71424F105 | 69,678,055 | 5,119,622 | SH | | SOLE | | 2,903,145 | 0 | 2,216,477 |
PFIZER INC | COM | 717081103 | 9,710,991 | 335,556 | SH | | SOLE | | 309,420 | 0 | 26,136 |
PLEXUS CORP | COM | 729132100 | 710,892 | 5,200 | SH | | SOLE | | 5,200 | 0 | 0 |
PRIMERICA INC | COM | 74164M108 | 51,441,486 | 194,009 | SH | | SOLE | | 162,924 | 0 | 31,085 |
PROCEPT BIOROBOTICS CORP | COM | 74276L105 | 72,563,162 | 905,681 | SH | | SOLE | | 648,236 | 0 | 257,445 |
PROCORE TECHNOLOGIES INC | COM | 74275K108 | 59,634,790 | 966,215 | SH | | SOLE | | 824,625 | 0 | 141,590 |
PROGRESSIVE CORP | COM | 743315103 | 210,223,952 | 828,436 | SH | | SOLE | | 489,850 | 0 | 338,586 |
PTC INC | COM | 69370C100 | 117,456,221 | 650,151 | SH | | SOLE | | 413,985 | 0 | 236,166 |
PULTE GROUP INC | COM | 745867101 | 66,485,203 | 463,215 | SH | | SOLE | | 331,399 | 0 | 131,816 |
PURE STORAGE INC | CL A | 74624M102 | 49,989,747 | 995,019 | SH | | SOLE | | 706,769 | 0 | 288,250 |
RAMBUS INC DEL | COM | 750917106 | 38,092,404 | 902,236 | SH | | SOLE | | 764,378 | 0 | 137,858 |
RANPAK HOLDINGS CORP | COM CL A | 75321W103 | 2,510,903 | 384,518 | SH | | SOLE | | 384,518 | 0 | 0 |
RAYMOND JAMES FINL INC | COM | 754730109 | 4,910,034 | 40,095 | SH | | SOLE | | 40,095 | 0 | 0 |
RED ROCK RESORTS INC | CL A | 75700L108 | 61,762,670 | 1,134,509 | SH | | SOLE | | 642,792 | 0 | 491,717 |
REGAL REXNORD CORPORATION | COM | 758750103 | 162,482,888 | 979,521 | SH | | SOLE | | 707,906 | 0 | 271,615 |
REPAY HLDGS CORP | COM CL A | 76029L100 | 355,042 | 43,510 | SH | | SOLE | | 43,510 | 0 | 0 |
REVOLVE GROUP INC | CL A | 76156B107 | 30,999,086 | 1,250,972 | SH | | SOLE | | 1,059,957 | 0 | 191,015 |
ROCKET PHARMACEUTICALS INC | COM | 77313F106 | 83,001,096 | 4,493,833 | SH | | SOLE | | 3,182,983 | 0 | 1,310,850 |
ROCKWELL AUTOMATION INC | COM | 773903109 | 61,493,084 | 229,059 | SH | | SOLE | | 162,070 | 0 | 66,989 |
ROKU INC | COM CL A | 77543R102 | 114,646,104 | 1,535,576 | SH | | SOLE | | 755,246 | 0 | 780,330 |
ROLLINS INC | COM | 775711104 | 5,102,359 | 100,877 | SH | | SOLE | | 83,462 | 0 | 17,415 |
ROSS STORES INC | COM | 778296103 | 118,466,418 | 787,100 | SH | | SOLE | | 556,920 | 0 | 230,180 |
S&P GLOBAL INC | COM | 78409V104 | 66,159,254 | 128,062 | SH | | SOLE | | 102,156 | 0 | 25,906 |
SAIA INC | COM | 78709Y105 | 132,744,265 | 303,582 | SH | | SOLE | | 215,389 | 0 | 88,193 |
SALESFORCE INC | COM | 79466L302 | 127,174,974 | 464,634 | SH | | SOLE | | 393,352 | 0 | 71,282 |
SAMSARA INC | COM CL A | 79589L106 | 168,741,490 | 3,506,681 | SH | | SOLE | | 2,490,474 | 0 | 1,016,207 |
SANOFI | SPONSORED ADR | 80105N105 | 6,331,635 | 109,867 | SH | | SOLE | | 109,867 | 0 | 0 |
SAP SE | SPON ADR | 803054204 | 149,814,863 | 653,928 | SH | | SOLE | | 425,180 | 0 | 228,748 |
SENSATA TECHNOLOGIES HLDG PL | SHS | G8060N102 | 62,116,190 | 1,732,186 | SH | | SOLE | | 1,518,826 | 0 | 213,360 |
SENTINELONE INC | CL A | 81730H109 | 79,182,352 | 3,310,299 | SH | | SOLE | | 1,885,969 | 0 | 1,424,330 |
SERVICENOW INC | COM | 81762P102 | 305,771,962 | 341,878 | SH | | SOLE | | 225,195 | 0 | 116,683 |
SHARKNINJA INC | COM SHS | G8068L108 | 114,877,969 | 1,056,738 | SH | | SOLE | | 664,154 | 0 | 392,584 |
SHIFT4 PMTS INC | CL A | 82452J109 | 128,920,531 | 1,455,085 | SH | | SOLE | | 1,049,245 | 0 | 405,840 |
SOLENO THERAPEUTICS INC | COM | 834203309 | 25,028,297 | 495,708 | SH | | SOLE | | 418,900 | 0 | 76,808 |
STAG INDL INC | COM | 85254J102 | 65,303,207 | 1,670,586 | SH | | SOLE | | 1,418,738 | 0 | 251,848 |
SUN CMNTYS INC | COM | 866674104 | 129,727,695 | 959,879 | SH | | SOLE | | 595,439 | 0 | 364,440 |
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 162,252,319 | 934,256 | SH | | SOLE | | 668,908 | 0 | 265,348 |
TAPESTRY INC | COM | 876030107 | 79,822,168 | 1,699,067 | SH | | SOLE | | 1,011,387 | 0 | 687,680 |
TARGET CORP | COM | 87612E106 | 106,493,397 | 683,263 | SH | | SOLE | | 575,698 | 0 | 107,565 |
TECHNIPFMC PLC | COM | G87110105 | 49,272,714 | 1,878,487 | SH | | SOLE | | 1,052,337 | 0 | 826,150 |
TERADYNE INC | COM | 880770102 | 44,823,413 | 334,678 | SH | | SOLE | | 237,978 | 0 | 96,700 |
TERRENO RLTY CORP | COM | 88146M101 | 590,777 | 8,840 | SH | | SOLE | | 8,840 | 0 | 0 |
TESLA INC | COM | 88160R101 | 136,446,419 | 521,524 | SH | | SOLE | | 335,064 | 0 | 186,460 |
TEXAS ROADHOUSE INC | COM | 882681109 | 98,448,672 | 557,467 | SH | | SOLE | | 384,992 | 0 | 172,475 |
THE BALDWIN INSURANCE GRP IN | COM CL A | 05589G102 | 35,779,507 | 718,464 | SH | | SOLE | | 609,824 | 0 | 108,640 |
THE TRADE DESK INC | COM CL A | 88339J105 | 80,756,825 | 736,496 | SH | | SOLE | | 524,064 | 0 | 212,432 |
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 10,498,370 | 16,972 | SH | | SOLE | | 14,297 | 0 | 2,675 |
TJX COS INC NEW | COM | 872540109 | 8,275,756 | 70,408 | SH | | SOLE | | 57,543 | 0 | 12,865 |
TOLL BROTHERS INC | COM | 889478103 | 111,561,864 | 722,130 | SH | | SOLE | | 357,860 | 0 | 364,270 |
TRACTOR SUPPLY CO | COM | 892356106 | 8,606,582 | 29,583 | SH | | SOLE | | 24,178 | 0 | 5,405 |
TRADEWEB MKTS INC | CL A | 892672106 | 73,505,243 | 594,366 | SH | | SOLE | | 337,447 | 0 | 256,919 |
TRANE TECHNOLOGIES PLC | SHS | G8994E103 | 1,383,490 | 3,559 | SH | | SOLE | | 3,559 | 0 | 0 |
TRANSDIGM GROUP INC | COM | 893641100 | 530,980,007 | 372,061 | SH | | SOLE | | 249,934 | 0 | 122,127 |
TRANSUNION | COM | 89400J107 | 92,660,861 | 885,013 | SH | | SOLE | | 572,544 | 0 | 312,469 |
UNION PAC CORP | COM | 907818108 | 140,459,706 | 569,862 | SH | | SOLE | | 399,912 | 0 | 169,950 |
UNITEDHEALTH GROUP INC | COM | 91324P102 | 109,996,107 | 188,130 | SH | | SOLE | | 159,753 | 0 | 28,377 |
UNIVERSAL DISPLAY CORP | COM | 91347P105 | 633,898 | 3,020 | SH | | SOLE | | 3,020 | 0 | 0 |
VALERO ENERGY CORP | COM | 91913Y100 | 7,315,250 | 54,175 | SH | | SOLE | | 43,740 | 0 | 10,435 |
VAXCYTE INC | COM | 92243G108 | 198,815,402 | 1,739,874 | SH | | SOLE | | 1,256,025 | 0 | 483,849 |
VEECO INSTRS INC DEL | COM | 922417100 | 38,952,896 | 1,175,759 | SH | | SOLE | | 668,259 | 0 | 507,500 |
VERTEX PHARMACEUTICALS INC | COM | 92532F100 | 591,582 | 1,272 | SH | | SOLE | | 568 | 0 | 704 |
VERTIV HOLDINGS CO | COM CL A | 92537N108 | 359,314,736 | 3,611,566 | SH | | SOLE | | 2,274,901 | 0 | 1,336,665 |
VIKING THERAPEUTICS INC | COM | 92686J106 | 58,901,725 | 930,370 | SH | | SOLE | | 662,029 | 0 | 268,341 |
VISA INC | COM CL A | 92826C839 | 246,552,049 | 896,716 | SH | | SOLE | | 744,549 | 0 | 152,167 |
VISTRA CORP | COM | 92840M102 | 38,777,039 | 327,122 | SH | | SOLE | | 271,718 | 0 | 55,404 |
VULCAN MATLS CO | COM | 929160109 | 71,384,162 | 285,046 | SH | | SOLE | | 203,958 | 0 | 81,088 |
WASTE CONNECTIONS INC | COM | 94106B101 | 63,410,628 | 354,606 | SH | | SOLE | | 259,760 | 0 | 94,846 |
WATSCO INC | COM | 942622200 | 11,208,470 | 22,787 | SH | | SOLE | | 18,622 | 0 | 4,165 |
WESTERN ALLIANCE BANCORP | COM | 957638109 | 38,386,424 | 443,825 | SH | | SOLE | | 376,465 | 0 | 67,360 |
WEX INC | COM | 96208T104 | 30,430,565 | 145,094 | SH | | SOLE | | 122,737 | 0 | 22,357 |
WILEY JOHN & SONS INC | CL A | 968223206 | 9,735,258 | 201,767 | SH | | SOLE | | 164,892 | 0 | 36,875 |
WILLIAMS COS INC | COM | 969457100 | 8,755,077 | 191,787 | SH | | SOLE | | 157,322 | 0 | 34,465 |
WILLSCOT HLDGS CORP | COM CL A | 971378104 | 98,920,486 | 2,630,864 | SH | | SOLE | | 1,820,567 | 0 | 810,297 |
WINGSTOP INC | COM | 974155103 | 114,723,658 | 275,725 | SH | | SOLE | | 190,344 | 0 | 85,381 |
WINTRUST FINL CORP | COM | 97650W108 | 25,755,363 | 237,311 | SH | | SOLE | | 201,091 | 0 | 36,220 |
WNS HLDGS LTD | COM SHS | G98196101 | 14,726,067 | 279,379 | SH | | SOLE | | 242,627 | 0 | 36,752 |
XENON PHARMACEUTICALS INC | COM | 98420N105 | 26,362,152 | 669,600 | SH | | SOLE | | 579,710 | 0 | 89,890 |
ZSCALER INC | COM | 98980G102 | 68,293,315 | 399,516 | SH | | SOLE | | 283,634 | 0 | 115,882 |