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
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADVANCE AUTO PARTS INC COM 00751Y106   123,700,476 1,017,190 SH   SOLE   949,658 0 67,532
ADVANCED DRAIN SYS INC DEL COM 00790R104   24,016,524 285,198 SH   SOLE   232,925 0 52,273
ADVANCED MICRO DEVICES INC COM 007903107   1,218,036,819 12,427,679 SH   SOLE   10,589,978 0 1,837,701
AGILENT TECHNOLOGIES INC COM 00846U101   267,785,845 1,935,708 SH   SOLE   1,832,542 0 103,166
AGILON HEALTH INC COM 00857U107   80,108,631 3,372,995 SH   SOLE   3,193,769 0 179,226
AGILYSYS INC COM 00847J105   86,824,943 1,052,296 SH   SOLE   827,962 0 224,334
AIR LEASE CORP CL A 00912X302   107,040,298 2,718,829 SH   SOLE   2,439,065 0 279,764
AIR PRODS & CHEMS INC COM 009158106   66,583,320 231,828 SH   SOLE   231,828 0 0
AIRBNB INC COM CL A 009066101   603,447,233 4,850,862 SH   SOLE   4,409,608 0 441,254
AKERO THERAPEUTICS INC COM 00973Y108   9,100,638 237,863 SH   SOLE   187,488 0 50,375
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   577,609,848 5,652,866 SH   SOLE   4,486,774 0 1,166,092
ALIGN TECHNOLOGY INC COM 016255101   74,454,411 222,824 SH   SOLE   222,824 0 0
ALKERMES PLC SHS G01767105   53,393,495 1,894,058 SH   SOLE   1,489,209 0 404,849
ALLEGRO MICROSYSTEMS INC COM 01749D105   83,939,261 1,749,099 SH   SOLE   1,426,447 0 322,652
ALPHABET INC CAP STK CL C 02079K107   148,975,424 1,432,456 SH   SOLE   1,432,456 0 0
ALPHABET INC CAP STK CL A 02079K305   1,400,109,471 13,497,633 SH   SOLE   12,206,081 0 1,291,552
ALTRIA GROUP INC COM 02209S103   82,688,088 1,853,162 SH   SOLE   1,853,162 0 0
AMAZON COM INC COM 023135106   567,426,094 5,493,524 SH   SOLE   4,577,803 0 915,721
AMBARELLA INC SHS G037AX101   19,198,612 247,980 SH   SOLE   207,130 0 40,850
AMERICAN EXPRESS CO COM 025816109   714,239,933 4,330,039 SH   SOLE   4,037,535 0 292,504
AMERICAN TOWER CORP NEW COM 03027X100   32,612,460 159,599 SH   SOLE   159,599 0 0
ANALOG DEVICES INC COM 032654105   126,956,628 643,731 SH   SOLE   492,078 0 151,653
AON PLC SHS CL A G0403H108   419,392,767 1,330,181 SH   SOLE   1,041,557 0 288,624
APTIV PLC SHS G6095L109   287,637,995 2,563,847 SH   SOLE   2,268,249 0 295,598
ARAMARK COM 03852U106   13,063,420 364,900 SH   SOLE   364,900 0 0
ARCH CAP GROUP LTD ORD G0450A105   1,907,172,994 28,100,383 SH   SOLE   27,063,784 0 1,036,599
ARGENX SE SPONSORED ADR 04016X101   1,129,747,508 3,032,228 SH   SOLE   2,570,494 0 461,734
ARISTA NETWORKS INC COM 040413106   715,967,047 4,265,263 SH   SOLE   3,753,388 0 511,875
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101   733,893,130 6,844,741 SH   SOLE   5,838,904 0 1,005,837
ASML HOLDING N V N Y REGISTRY SHS N07059210   117,337,386 172,375 SH   SOLE   172,375 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108   159,365,985 2,296,009 SH   SOLE   1,807,467 0 488,542
ATLASSIAN CORPORATION CL A 049468101   989,499,022 5,780,797 SH   SOLE   5,073,716 0 707,081
AUTONATION INC COM 05329W102   101,852,270 758,055 SH   SOLE   655,688 0 102,367
AVID BIOSERVICES INC COM 05368M106   28,291,112 1,508,055 SH   SOLE   1,239,799 0 268,256
AVIDITY BIOSCIENCES INC COM 05370A108   29,246,677 1,905,321 SH   SOLE   1,499,952 0 405,369
AXALTA COATING SYS LTD COM G0750C108   18,160,491 599,554 SH   SOLE   599,554 0 0
BAIDU INC SPON ADR REP A 056752108   6,220,922 41,220 SH   SOLE   41,220 0 0
BANK AMERICA CORP COM 060505104   84,346,519 2,949,179 SH   SOLE   2,949,179 0 0
BANK NEW YORK MELLON CORP COM 064058100   928,277,220 20,428,636 SH   SOLE   19,039,355 0 1,389,281
BAOZUN INC SPONSORED ADR 06684L103   1,153,360 191,588 SH   SOLE   111,337 0 80,251
BAXTER INTL INC COM 071813109   148,051,301 3,650,180 SH   SOLE   3,260,186 0 389,994
BEIGENE LTD SPONSORED ADR 07725L102   2,841,979 13,186 SH   SOLE   13,186 0 0
BENTLEY SYS INC COM CL B 08265T208   225,633,789 5,248,518 SH   SOLE   4,506,024 0 742,494
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   880,357,922 2,851,177 SH   SOLE   2,753,059 0 98,118
BILIBILI INC SPONS ADS REP Z 090040106   90,025,351 3,830,866 SH   SOLE   3,830,866 0 0
BIOCRYST PHARMACEUTICALS INC COM 09058V103   23,668,286 2,837,924 SH   SOLE   2,236,678 0 601,246
BIONTECH SE SPONSORED ADS 09075V102   325,234,581 2,610,858 SH   SOLE   2,326,425 0 284,433
BJS WHSL CLUB HLDGS INC COM 05550J101   86,463,672 1,136,633 SH   SOLE   1,076,238 0 60,395
BLACKLINE INC COM 09239B109   112,995,454 1,682,732 SH   SOLE   1,370,565 0 312,167
BLOCK H & R INC COM 093671105   38,016,561 1,078,484 SH   SOLE   824,686 0 253,798
BOOKING HOLDINGS INC COM 09857L108   80,747,318 30,443 SH   SOLE   30,443 0 0
BORGWARNER INC COM 099724106   46,413,321 945,089 SH   SOLE   721,887 0 223,202
BOSTON SCIENTIFIC CORP COM 101137107   1,032,189,843 20,631,418 SH   SOLE   17,265,503 0 3,365,915
BOSTON SCIENTIFIC CORP 5.50% CNV PFD A 101137206   184,102 1,521 SH   SOLE   1,521 0 0
CABLE ONE INC COM 12685J105   62,551,008 89,104 SH   SOLE   68,171 0 20,933
CABLE ONE INC NOTE3/1 12685JAE5   68,643 87,000 PRN   SOLE   87,000 0 0
CABLE ONE INC NOTE 1.125% 3/1 12685JAG0   57,749 79,000 PRN   SOLE   79,000 0 0
CAE INC COM 124765108   190,475,913 8,422,083 SH   SOLE   6,572,450 0 1,849,633
CANADIAN PAC RY LTD COM 13645T100   434,039,267 5,639,208 SH   SOLE   5,054,445 0 584,763
CARRIER GLOBAL CORPORATION COM 14448C104   10,806,608 236,210 SH   SOLE   236,210 0 0
CATALENT INC COM 148806102   508,443,281 7,737,685 SH   SOLE   6,861,209 0 876,476
CENTENE CORP DEL COM 15135B101   53,400,314 844,808 SH   SOLE   646,049 0 198,759
CERIDIAN HCM HLDG INC COM 15677J108   230,084,331 3,142,370 SH   SOLE   2,754,721 0 387,649
CHART INDS INC COM 16115Q308   16,269,020 129,737 SH   SOLE   102,032 0 27,705
CHECK POINT SOFTWARE TECH LT ORD M22465104   44,400,070 341,539 SH   SOLE   341,539 0 0
CHEGG INC COM 163092109   40,328,759 2,474,157 SH   SOLE   1,993,302 0 480,855
CHENIERE ENERGY INC COM NEW 16411R208   18,583,246 117,914 SH   SOLE   117,914 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   861,996,301 504,596 SH   SOLE   452,326 0 52,270
CHUBB LIMITED COM H1467J104   4,197,007 21,614 SH   SOLE   21,614 0 0
CITIGROUP INC COM NEW 172967424   667,285,119 14,230,862 SH   SOLE   13,267,769 0 963,093
CLEARWATER ANALYTICS HLDGS I CL A 185123106   44,767,864 2,805,004 SH   SOLE   2,027,646 0 777,358
CME GROUP INC COM 12572Q105   79,055,243 412,778 SH   SOLE   412,778 0 0
CNH INDL N V SHS N20944109   120,497,311 7,891,114 SH   SOLE   7,471,737 0 419,377
COCA COLA CO COM 191216100   221,013 3,563 SH   SOLE   3,563 0 0
COMCAST CORP NEW CL A 20030N101   114,348,540 3,016,316 SH   SOLE   3,016,316 0 0
COMERICA INC COM 200340107   32,754,789 754,371 SH   SOLE   578,543 0 175,828
CONSTELLATION ENERGY CORP COM 21037T109   63,017,367 802,769 SH   SOLE   802,769 0 0
COOPER COS INC COM NEW 216648402   123,259,950 330,137 SH   SOLE   290,795 0 39,342
COREBRIDGE FINL INC COM 21871X109   35,105,027 2,191,325 SH   SOLE   1,682,575 0 508,750
COSTAR GROUP INC COM 22160N109   319,069,765 4,634,274 SH   SOLE   4,183,792 0 450,482
CREDICORP LTD COM G2519Y108   9,621,311 72,674 SH   SOLE   41,137 0 31,537
CROCS INC COM 227046109   17,193,438 135,981 SH   SOLE   113,112 0 22,869
CROWDSTRIKE HLDGS INC CL A 22788C105   174,904,516 1,274,257 SH   SOLE   1,274,257 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   120,688,936 815,576 SH   SOLE   639,652 0 175,924
DANAHER CORPORATION COM 235851102   496,464,863 1,969,786 SH   SOLE   1,679,943 0 289,843
DARLING INGREDIENTS INC COM 237266101   7,280,670 124,669 SH   SOLE   124,669 0 0
DATADOG INC CL A COM 23804L103   120,604,846 1,659,852 SH   SOLE   1,571,660 0 88,192
DENALI THERAPEUTICS INC COM 24823R105   9,761,242 423,665 SH   SOLE   347,357 0 76,308
DENTSPLY SIRONA INC COM 24906P109   539,400,659 13,732,196 SH   SOLE   12,466,418 0 1,265,778
DESCARTES SYS GROUP INC COM 249906108   48,878,283 605,635 SH   SOLE   481,535 0 124,100
DESPEGAR COM CORP ORD SHS G27358103   12,560,402 2,045,668 SH   SOLE   1,826,510 0 219,158
DEXCOM INC COM 252131107   231,143,944 1,989,533 SH   SOLE   1,903,233 0 86,300
DISNEY WALT CO COM 254687106   71,725,422 716,323 SH   SOLE   716,323 0 0
DOLLAR TREE INC COM 256746108   63,933,868 445,377 SH   SOLE   421,243 0 24,134
DOUBLEVERIFY HLDGS INC COM 25862V105   67,315,604 2,232,690 SH   SOLE   1,839,587 0 393,103
ELECTRONIC ARTS INC COM 285512109   113,864,035 945,322 SH   SOLE   848,743 0 96,579
ELEVANCE HEALTH INC COM 036752103   1,084,526,718 2,358,641 SH   SOLE   2,221,041 0 137,600
ENVISTA HOLDINGS CORPORATION COM 29415F104   212,964,115 5,209,494 SH   SOLE   4,530,297 0 679,197
EOG RES INC COM 26875P101   108,980,117 950,712 SH   SOLE   950,712 0 0
ESTABLISHMENT LABS HLDGS INC COM G31249108   18,696,308 276,001 SH   SOLE   216,483 0 59,518
ETSY INC COM 29786A106   146,404,405 1,315,049 SH   SOLE   1,210,162 0 104,887
EXACT SCIENCES CORP COM 30063P105   182,227,576 2,687,326 SH   SOLE   2,463,850 0 223,476
EXPEDIA GROUP INC COM NEW 30212P303   462,725,009 4,768,886 SH   SOLE   4,342,094 0 426,792
EXPEDITORS INTL WASH INC COM 302130109   55,184,546 501,131 SH   SOLE   382,837 0 118,294
FABRINET SHS G3323L100   100,772,610 848,540 SH   SOLE   667,017 0 181,523
FEDEX CORP COM 31428X106   127,693,236 558,857 SH   SOLE   558,857 0 0
FERGUSON PLC NEW SHS G3421J106   3,226,585 24,124 SH   SOLE   24,124 0 0
FIBROGEN INC COM 31572Q808   25,213,952 1,351,230 SH   SOLE   1,063,837 0 287,393
FIFTH THIRD BANCORP COM 316773100   48,882,162 1,834,916 SH   SOLE   1,407,081 0 427,835
FIRST CTZNS BANCSHARES INC N CL A 31946M103   111,727,450 114,816 SH   SOLE   87,974 0 26,842
FISERV INC COM 337738108   78,040,659 690,442 SH   SOLE   690,442 0 0
FIVE BELOW INC COM 33829M101   214,636,188 1,042,075 SH   SOLE   929,155 0 112,920
FLOOR & DECOR HLDGS INC CL A 339750101   68,377,621 696,168 SH   SOLE   567,169 0 128,999
FORTIVE CORP COM 34959J108   177,756,343 2,607,545 SH   SOLE   2,470,077 0 137,468
FRESHPET INC COM 358039105   22,090,515 333,744 SH   SOLE   273,162 0 60,582
GALLAGHER ARTHUR J & CO COM 363576109   125,898,241 658,085 SH   SOLE   624,721 0 33,364
GARMIN LTD SHS H2906T109   700,738,626 6,943,506 SH   SOLE   6,751,193 0 192,313
GENERAL ELECTRIC CO COM NEW 369604301   149,051,394 1,559,115 SH   SOLE   1,559,115 0 0
GENTEX CORP COM 371901109   55,406,004 1,976,668 SH   SOLE   1,507,885 0 468,783
GITLAB INC CLASS A COM 37637K108   11,012,542 321,159 SH   SOLE   268,144 0 53,015
GLAUKOS CORP COM 377322102   93,940,356 1,875,057 SH   SOLE   1,474,566 0 400,491
GLOBAL E ONLINE LTD SHS M5216V106   111,180,672 3,449,602 SH   SOLE   3,174,796 0 274,806
GLOBAL PMTS INC COM 37940X102   407,789,319 3,874,851 SH   SOLE   3,578,334 0 296,517
GLOBANT S A COM L44385109   7,413,088 45,199 SH   SOLE   25,677 0 19,522
GLOBE LIFE INC COM 37959E102   85,744,967 779,358 SH   SOLE   594,527 0 184,831
GOLDMAN SACHS GROUP INC COM 38141G104   74,316,121 227,190 SH   SOLE   227,190 0 0
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109   41,287,896 13,716,909 SH   SOLE   13,716,909 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100   130,571,498 1,591,365 SH   SOLE   1,208,088 0 383,277
H WORLD GROUP LTD SPONSORED ADS 44332N106   7,705,974 157,329 SH   SOLE   157,329 0 0
HALOZYME THERAPEUTICS INC COM 40637H109   267,031,698 6,992,189 SH   SOLE   6,332,543 0 659,646
HARLEY DAVIDSON INC COM 412822108   14,502,338 381,942 SH   SOLE   381,942 0 0
HASHICORP INC COM CL A 418100103   16,663,989 568,931 SH   SOLE   474,185 0 94,746
HDFC BANK LTD SPONSORED ADS 40415F101   116,828,241 1,752,336 SH   SOLE   1,752,336 0 0
HUBBELL INC COM 443510607   76,783,526 315,579 SH   SOLE   298,806 0 16,773
HUBSPOT INC COM 443573100   642,336,100 1,498,160 SH   SOLE   1,352,038 0 146,122
IAC INC COM NEW 44891N208   53,946,871 1,045,482 SH   SOLE   799,019 0 246,463
ICICI BANK LIMITED ADR 45104G104   9,332,012 432,438 SH   SOLE   82,850 0 349,588
ICON PLC SHS G4705A100   143,097,184 669,962 SH   SOLE   522,845 0 147,117
IDEXX LABS INC COM 45168D104   16,289,106 32,573 SH   SOLE   32,573 0 0
IMMUNOGEN INC COM 45253H101   12,216,495 3,181,379 SH   SOLE   2,504,888 0 676,491
IMPERIAL OIL LTD COM NEW 453038408   168,007,836 3,303,873 SH   SOLE   3,205,716 0 98,157
INFOSYS LTD SPONSORED ADR 456788108   751,211 43,074 SH   SOLE   43,074 0 0
INGERSOLL RAND INC COM 45687V106   887,414,362 15,252,911 SH   SOLE   13,295,753 0 1,957,158
INSPIRE MED SYS INC COM 457730109   26,131,809 111,641 SH   SOLE   87,759 0 23,882
INTERCONTINENTAL EXCHANGE IN COM 45866F104   9,157,705 87,810 SH   SOLE   87,810 0 0
INTUIT COM 461202103   442,360,551 992,218 SH   SOLE   853,931 0 138,287
INTUITIVE SURGICAL INC COM NEW 46120E602   8,475,473 33,176 SH   SOLE   33,176 0 0
IOVANCE BIOTHERAPEUTICS INC COM 462260100   21,804,794 3,568,706 SH   SOLE   2,970,560 0 598,146
IRHYTHM TECHNOLOGIES INC COM 450056106   170,332,756 1,373,319 SH   SOLE   1,156,632 0 216,687
ISHARES TR INDIA 50 ETF 464289529   834,163 20,291 SH   SOLE   20,291 0 0
IVERIC BIO INC COM 46583P102   7,569,574 311,121 SH   SOLE   245,085 0 66,036
JOHN BEAN TECHNOLOGIES CORP COM 477839104   9,393,803 85,953 SH   SOLE   71,037 0 14,916
JONES LANG LASALLE INC COM 48020Q107   32,623,514 224,232 SH   SOLE   171,053 0 53,179
KANZHUN LIMITED SPONSORED ADS 48553T106   40,663,209 2,136,795 SH   SOLE   2,136,795 0 0
KE HLDGS INC SPONSORED ADS 482497104   98,045,979 5,204,139 SH   SOLE   5,204,139 0 0
KINGSOFT CLOUD HLDGS LTD ADS 49639K101   5,625,823 632,826 SH   SOLE   360,961 0 271,865
KORNIT DIGITAL LTD SHS M6372Q113   82,243,816 4,248,131 SH   SOLE   3,352,126 0 896,005
KROGER CO COM 501044101   61,167,258 1,238,956 SH   SOLE   945,127 0 293,829
LAM RESEARCH CORP COM 512807108   490,245,434 924,782 SH   SOLE   861,990 0 62,792
LAMAR ADVERTISING CO NEW CL A 512816109   77,383,484 774,687 SH   SOLE   591,865 0 182,822
LANTHEUS HLDGS INC COM 516544103   26,651,689 322,816 SH   SOLE   254,283 0 68,533
LATTICE SEMICONDUCTOR CORP COM 518415104   835,152,084 8,745,048 SH   SOLE   7,863,737 0 881,311
LAUDER ESTEE COS INC CL A 518439104   115,641,497 469,210 SH   SOLE   469,210 0 0
LAUDER ESTEE COS INC CL A 518439104   198,277,070 804,500 SH Call SOLE   0 0 0
LEGEND BIOTECH CORP SPONSORED ADS 52490G102   50,651,397 1,050,423 SH   SOLE   823,533 0 226,890
LESLIES INC COM 527064109   22,560,591 2,049,100 SH   SOLE   1,680,389 0 368,711
LIBERTY BROADBAND CORP COM SER C 530307305   14,235,980 174,247 SH   SOLE   133,132 0 41,115
LIBERTY GLOBAL PLC SHS CL A G5480U104   260,717,652 13,370,136 SH   SOLE   13,009,404 0 360,732
LIBERTY GLOBAL PLC SHS CL C G5480U120   168,267,103 8,256,482 SH   SOLE   8,016,303 0 240,179
LIBERTY MEDIA CORP DEL COM A SIRIUSXM 531229409   18,151,758 646,200 SH   SOLE   493,725 0 152,475
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607   17,978,901 642,333 SH   SOLE   490,770 0 151,563
LIGHTSPEED COMMERCE INC SUB VTG SHS 53229C107   65,591,990 4,313,990 SH   SOLE   3,387,390 0 926,600
LILLY ELI & CO COM 532457108   26,622,949 77,523 SH   SOLE   77,523 0 0
LINDE PLC SHS G54950103   1,106,232,002 3,112,289 SH   SOLE   2,576,643 0 535,646
LIVE NATION ENTERTAINMENT IN COM 538034109   98,341,390 1,404,877 SH   SOLE   1,278,210 0 126,667
LOMA NEGRA C I A S A MTN 14 SPONSORED ADS 54150E104   6,321,574 909,579 SH   SOLE   546,151 0 363,428
LOWES COS INC COM 548661107   238,995,345 1,195,156 SH   SOLE   1,024,781 0 170,375
LUFAX HOLDING LTD ADS REP SHS CL A 54975P102   5,782,625 2,834,620 SH   SOLE   2,834,620 0 0
LULULEMON ATHLETICA INC COM 550021109   442,808,424 1,215,872 SH   SOLE   1,068,026 0 147,846
LUXFER HLDGS PLC SHS G5698W116   3,836,604 227,018 SH   SOLE   227,018 0 0
M & T BK CORP COM 55261F104   52,671,063 440,504 SH   SOLE   337,820 0 102,684
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100   52,389,368 739,545 SH   SOLE   520,813 0 218,732
MADRIGAL PHARMACEUTICALS INC COM 558868105   52,272,440 215,770 SH   SOLE   169,855 0 45,915
MARKETAXESS HLDGS INC COM 57060D108   158,006,815 403,810 SH   SOLE   371,708 0 32,102
MARRIOTT INTL INC NEW CL A 571903202   159,492,379 960,566 SH   SOLE   858,064 0 102,502
MARSH & MCLENNAN COS INC COM 571748102   590,341,971 3,544,533 SH   SOLE   3,302,977 0 241,556
MARVELL TECHNOLOGY INC COM 573874104   61,939,438 1,430,472 SH   SOLE   1,354,488 0 75,984
MASTERCARD INCORPORATED CL A 57636Q104   41,668,591 114,660 SH   SOLE   114,660 0 0
MAXCYTE INC COM 57777K106   6,140,950 1,240,596 SH   SOLE   989,833 0 250,763
MCKESSON CORP COM 58155Q103   48,212,018 135,408 SH   SOLE   135,408 0 0
MEDTRONIC PLC SHS G5960L103   92,339,165 1,145,363 SH   SOLE   1,145,363 0 0
MERCADOLIBRE INC COM 58733R102   267,198,441 202,721 SH   SOLE   193,478 0 9,243
MERCK & CO INC COM 58933Y105   69,869,292 656,728 SH   SOLE   656,728 0 0
MERUS N V COM N5749R100   2,571,106 139,734 SH   SOLE   112,124 0 27,610
META PLATFORMS INC CL A 30303M102   1,168,787,002 5,514,707 SH   SOLE   5,188,762 0 325,945
META PLATFORMS INC CL A 30303M102   62,395,136 294,400 SH Call SOLE   0 0 0
MODEL N INC COM 607525102   85,257,830 2,547,291 SH   SOLE   2,002,668 0 544,623
MOELIS & CO CL A 60786M105   46,591,817 1,212,066 SH   SOLE   925,546 0 286,520
MONDAY COM LTD SHS M7S64H106   39,598,136 277,395 SH   SOLE   217,601 0 59,794
MONOLITHIC PWR SYS INC COM 609839105   406,590,644 812,304 SH   SOLE   717,059 0 95,245
MONSTER BEVERAGE CORP NEW COM 61174X109   66,569,269 1,232,536 SH   SOLE   1,232,536 0 0
MORGAN STANLEY COM NEW 617446448   89,245,715 1,016,466 SH   SOLE   1,016,466 0 0
MORNINGSTAR INC COM 617700109   8,192,261 40,350 SH   SOLE   19,683 0 20,667
MOTOROLA SOLUTIONS INC COM NEW 620076307   134,320,009 469,437 SH   SOLE   469,437 0 0
MSCI INC COM 55354G100   245,086,012 437,896 SH   SOLE   414,654 0 23,242
MYRIAD GENETICS INC COM 62855J104   51,265,311 2,206,858 SH   SOLE   1,740,554 0 466,304
NASDAQ INC COM 631103108   194,992,528 3,566,719 SH   SOLE   3,161,735 0 404,984
NATERA INC COM 632307104   9,677,080 174,299 SH   SOLE   174,299 0 0
NETAPP INC COM 64110D104   39,661,577 621,168 SH   SOLE   474,636 0 146,532
NETFLIX INC COM 64110L106   626,459,920 1,813,303 SH   SOLE   1,630,663 0 182,640
NEWS CORP NEW CL A 65249B109   55,205,144 3,196,592 SH   SOLE   2,438,494 0 758,098
NEXTERA ENERGY INC COM 65339F101   856,173,654 11,107,598 SH   SOLE   9,947,974 0 1,159,624
NICE LTD SPONSORED ADR 653656108   324,860,830 1,419,288 SH   SOLE   1,112,226 0 307,062
NIKE INC CL B 654106103   32,670,560 266,394 SH   SOLE   266,394 0 0
NIO INC SPON ADS 62914V106   3,932,012 374,121 SH   SOLE   212,059 0 162,062
NOAH HLDGS LTD SPON ADS CL A 65487X102   4,221,607 255,082 SH   SOLE   133,454 0 121,628
NOKIA CORP SPONSORED ADR 654902204   429,738,539 87,523,124 SH   SOLE   85,091,340 0 2,431,784
NORTHERN TR CORP COM 665859104   34,201,490 388,080 SH   SOLE   297,039 0 91,041
NORTHROP GRUMMAN CORP COM 666807102   59,298,238 128,429 SH   SOLE   128,429 0 0
NOV INC COM 62955J103   73,646,292 3,978,730 SH   SOLE   3,040,781 0 937,949
NOVANTA INC COM 67000B104   120,774,923 759,161 SH   SOLE   611,889 0 147,272
NOVO-NORDISK A S ADR 670100205   79,504,116 499,586 SH   SOLE   374,564 0 125,022
NU HLDGS LTD ORD SHS CL A G6683N103   330,866,063 69,509,677 SH   SOLE   62,893,697 0 6,615,980
NVENT ELECTRIC PLC SHS G6700G107   59,660,621 1,389,395 SH   SOLE   1,063,463 0 325,932
NVIDIA CORPORATION COM 67066G104   343,109,837 1,235,230 SH   SOLE   1,235,230 0 0
NXP SEMICONDUCTORS N V COM N6596X109   75,066,071 402,553 SH   SOLE   394,060 0 8,493
OGE ENERGY CORP COM 670837103   72,252,631 1,918,551 SH   SOLE   1,465,079 0 453,472
OLO INC CL A 68134L109   17,256,809 2,114,805 SH   SOLE   1,740,543 0 374,262
OMNICOM GROUP INC COM 681919106   65,206,770 691,189 SH   SOLE   528,590 0 162,599
ON SEMICONDUCTOR CORP COM 682189105   961,603,217 11,681,283 SH   SOLE   10,196,774 0 1,484,509
OPTION CARE HEALTH INC COM NEW 68404L201   34,422,890 1,083,503 SH   SOLE   883,466 0 200,037
ORACLE CORP COM 68389X105   84,924,420 913,952 SH   SOLE   913,952 0 0
OTIS WORLDWIDE CORP COM 68902V107   52,500,851 622,048 SH   SOLE   475,317 0 146,731
OZON HLDGS PLC SPONSORED ADS 69269L104   0 298,287 SH   SOLE   192,748 0 105,539
PACIFIC BIOSCIENCES CALIF IN COM 69404D108   15,097,726 1,303,776 SH   SOLE   1,028,240 0 275,536
PAPA JOHNS INTL INC COM 698813102   63,620,965 849,072 SH   SOLE   664,437 0 184,635
PAYCOR HCM INC COM 70435P102   35,325,939 1,332,049 SH   SOLE   1,086,393 0 245,656
PDD HOLDINGS INC SPONSORED ADS 722304102   1,832,833 24,148 SH   SOLE   24,148 0 0
PENUMBRA INC COM 70975L107   33,974,262 121,907 SH   SOLE   100,295 0 21,612
PHILIP MORRIS INTL INC COM 718172109   100,147,953 1,029,799 SH   SOLE   1,029,799 0 0
PNC FINL SVCS GROUP INC COM 693475105   82,274,372 647,320 SH   SOLE   647,320 0 0
POOL CORP COM 73278L105   72,756,172 212,464 SH   SOLE   187,707 0 24,757
PROCORE TECHNOLOGIES INC COM 74275K108   13,038,940 208,190 SH   SOLE   171,741 0 36,449
PROGRESSIVE CORP COM 743315103   1,244,281,231 8,697,618 SH   SOLE   7,762,667 0 934,951
PROMETHEUS BIOSCIENCES INC COM 74349U108   3,712,413 34,592 SH   SOLE   34,592 0 0
PUBLIC STORAGE COM 74460D109   52,663,002 174,300 SH   SOLE   133,800 0 40,500
QUANTA SVCS INC COM 74762E102   85,137,209 510,905 SH   SOLE   510,905 0 0
RADWARE LTD ORD M81873107   62,220,939 2,888,623 SH   SOLE   2,263,488 0 625,135
RAYTHEON TECHNOLOGIES CORP COM 75513E101   67,382,303 688,066 SH   SOLE   688,066 0 0
RELAY THERAPEUTICS INC COM 75943R102   4,854,137 294,726 SH   SOLE   234,640 0 60,086
REPLIGEN CORP COM 759916109   205,665,377 1,221,581 SH   SOLE   1,111,193 0 110,388
ROCKWELL AUTOMATION INC COM 773903109   89,626,673 305,424 SH   SOLE   289,196 0 16,228
RXSIGHT INC COM 78349D107   44,145,972 2,646,641 SH   SOLE   2,084,300 0 562,341
RYAN SPECIALTY HOLDINGS INC CL A 78351F107   114,813,653 2,853,222 SH   SOLE   2,702,903 0 150,319
S&P GLOBAL INC COM 78409V104   384,997,764 1,116,680 SH   SOLE   967,885 0 148,795
SAIA INC COM 78709Y105   109,975,008 404,201 SH   SOLE   364,689 0 39,512
SAREPTA THERAPEUTICS INC COM 803607100   60,392,420 438,166 SH   SOLE   414,875 0 23,291
SCHLUMBERGER LTD COM STK 806857108   473,473,608 9,643,047 SH   SOLE   7,993,081 0 1,649,966
SCHWAB CHARLES CORP COM 808513105   204,693,445 3,907,855 SH   SOLE   3,502,271 0 405,584
SEA LTD SPONSORD ADS 81141R100   264,783,627 3,059,314 SH   SOLE   2,966,156 0 93,158
SEAGEN INC COM 81181C104   12,654,375 62,500 SH   SOLE   49,204 0 13,296
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102   823,810,993 16,469,632 SH   SOLE   15,799,734 0 669,898
SHIFT4 PMTS INC CL A 82452J109   9,039,377 119,253 SH   SOLE   99,277 0 19,976
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107   40,032,982 1,756,603 SH   SOLE   1,446,277 0 310,326
SHOCKWAVE MED INC COM 82489T104   229,291,220 1,057,470 SH   SOLE   897,556 0 159,914
SHOPIFY INC CL A 82509L107   119,895,159 2,500,942 SH   SOLE   2,367,954 0 132,988
SNAP INC CL A 83304A106   88,780,173 7,919,730 SH   SOLE   7,919,730 0 0
SNOWFLAKE INC CL A 833445109   98,389,344 637,691 SH   SOLE   637,691 0 0
SOUTHWEST AIRLS CO COM 844741108   357,645,708 10,990,956 SH   SOLE   10,245,690 0 745,266
SPDR S&P 500 ETF TR TR UNIT 78462F103   36,845 90 SH   SOLE   90 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   55,636,101 135,900 SH Put SOLE   0 0 0
SPROUT SOCIAL INC COM CL A 85209W109   25,015,957 410,906 SH   SOLE   337,578 0 73,328
STAAR SURGICAL CO COM PAR $0.01 852312305   18,622,432 291,203 SH   SOLE   229,311 0 61,892
STARBUCKS CORP COM 855244109   135,131,896 1,297,723 SH   SOLE   1,297,723 0 0
STRYKER CORPORATION COM 863667101   7,889,534 27,637 SH   SOLE   27,637 0 0
SUNCOR ENERGY INC NEW COM 867224107   450,570,878 14,513,354 SH   SOLE   14,104,934 0 408,420
SYNCHRONY FINANCIAL COM 87165B103   70,120,604 2,411,300 SH   SOLE   2,182,201 0 229,099
SYNOPSYS INC COM 871607107   317,492,865 821,988 SH   SOLE   778,441 0 43,547
SYSCO CORP COM 871829107   44,700,338 578,795 SH   SOLE   441,992 0 136,803
T-MOBILE US INC COM 872590104   217,463,066 1,501,402 SH   SOLE   1,501,402 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   113,402,449 1,219,119 SH   SOLE   1,211,408 0 7,711
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   100,025,892 838,440 SH   SOLE   763,904 0 74,536
TELEDYNE TECHNOLOGIES INC COM 879360105   261,509,656 584,562 SH   SOLE   519,402 0 65,160
TELEFONICA BRASIL SA NEW ADR 87936R205   246,872,749 32,611,988 SH   SOLE   31,503,827 0 1,108,161
THE CIGNA GROUP COM 125523100   63,860,780 249,915 SH   SOLE   249,915 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   66,353,444 115,123 SH   SOLE   115,123 0 0
TJX COS INC NEW COM 872540109   8,015,523 102,291 SH   SOLE   102,291 0 0
TRADEWEB MKTS INC CL A 892672106   180,188,121 2,280,285 SH   SOLE   2,015,418 0 264,867
TRANE TECHNOLOGIES PLC SHS G8994E103   4,308,444 23,418 SH   SOLE   23,418 0 0
TRANSDIGM GROUP INC COM 893641100   127,656,323 173,199 SH   SOLE   173,199 0 0
TREX CO INC COM 89531P105   135,948,159 2,793,264 SH   SOLE   2,568,378 0 224,886
TWIST BIOSCIENCE CORP COM 90184D100   5,195,377 344,521 SH   SOLE   287,118 0 57,403
TYLER TECHNOLOGIES INC COM 902252105   261,430,678 737,172 SH   SOLE   669,163 0 68,009
TYSON FOODS INC CL A 902494103   57,981,563 977,437 SH   SOLE   748,206 0 229,231
U HAUL HOLDING COMPANY COM 023586100   10,111,152 169,508 SH   SOLE   129,511 0 39,997
U HAUL HOLDING COMPANY COM SER N 023586506   78,701,300 1,517,865 SH   SOLE   1,157,892 0 359,973
UNITEDHEALTH GROUP INC COM 91324P102   205,414,552 434,657 SH   SOLE   434,657 0 0
UNITEDHEALTH GROUP INC COM 91324P102   176,795,919 374,100 SH Call SOLE   0 0 0
UNITY SOFTWARE INC COM 91332U101   95,502,419 2,943,971 SH   SOLE   2,943,971 0 0
US BANCORP DEL COM NEW 902973304   70,619,679 1,958,937 SH   SOLE   1,958,937 0 0
VAIL RESORTS INC COM 91879Q109   55,438,477 237,241 SH   SOLE   181,169 0 56,072
VALMONT INDS INC COM 920253101   182,004,606 570,047 SH   SOLE   453,672 0 116,375
VEEVA SYS INC CL A COM 922475108   1,886,098,744 10,262,249 SH   SOLE   8,974,639 0 1,287,610
VERACYTE INC COM 92337F107   80,910,198 3,628,260 SH   SOLE   2,956,346 0 671,914
VERISK ANALYTICS INC COM 92345Y106   150,126,421 782,479 SH   SOLE   740,973 0 41,506
VERTEX PHARMACEUTICALS INC COM 92532F100   202,134,734 641,555 SH   SOLE   577,368 0 64,187
VIEWRAY INC COM 92672L107   53,577,235 15,484,750 SH   SOLE   12,191,979 0 3,292,771
VISA INC COM CL A 92826C839   484,866,836 2,150,567 SH   SOLE   2,150,567 0 0
VONTIER CORPORATION COM 928881101   82,602,697 3,021,313 SH   SOLE   2,305,814 0 715,499
WARNER BROS DISCOVERY INC COM SER A 934423104   130,157,349 8,619,692 SH   SOLE   7,613,406 0 1,006,286
WASHINGTON FED INC COM 938824109   56,625,961 1,880,012 SH   SOLE   1,441,988 0 438,024
WEST PHARMACEUTICAL SVSC INC COM 955306105   403,536,727 1,164,709 SH   SOLE   1,070,696 0 94,013
WILLIS TOWERS WATSON PLC LTD SHS G96629103   1,287,587,835 5,540,872 SH   SOLE   5,327,976 0 212,896
WINGSTOP INC COM 974155103   122,850,084 669,191 SH   SOLE   548,028 0 121,163
WNS HLDGS LTD SPON ADR 92932M101   115,411,729 1,238,722 SH   SOLE   970,845 0 267,877
WOLFSPEED INC COM 977852102   101,219,119 1,558,416 SH   SOLE   1,227,103 0 331,313
WORKIVA INC COM CL A 98139A105   122,303,757 1,194,256 SH   SOLE   888,460 0 305,796
YANDEX N V SHS CLASS A N97284108   0 1,974,776 SH   SOLE   1,914,160 0 60,616
ZOETIS INC CL A 98978V103   16,589,241 99,671 SH   SOLE   99,671 0 0
ZSCALER INC COM 98980G102   486,249,614 4,162,027 SH   SOLE   3,697,354 0 464,673