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
89BIO INC COM 282559103 BBG00QKDZ985 11,501,848 755,210 SH   SOLE   617,080 0 138,130
AAON INC COM PAR $0.004 000360206 BBG001S6CZK0 42,093,895 435,349 SH   SOLE   376,429 0 58,920
ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 13,230,419 83,017 SH   SOLE   61,970 0 21,047
ADVANCED DRAIN SYS INC DEL COM 00790R104 BBG001SH4LQ0 3,910,712 46,440 SH   SOLE   46,440 0 0
ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 11,818,438 120,584 SH   SOLE   112,011 0 8,573
ALKERMES PLC SHS G01767105 BBG001S6RXM7 100,764,253 3,574,468 SH   SOLE   3,158,836 0 415,632
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 327,776,531 3,159,901 SH   SOLE   2,780,198 0 379,703
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 8,752,432 84,158 SH   SOLE   59,399 0 24,759
AMAZON COM INC COM 023135106 BBG001S5PQL7 198,342,313 1,920,247 SH   SOLE   1,676,897 0 243,350
AMEDISYS INC COM 023436108 BBG001S5NN72 25,218,530 342,876 SH   SOLE   279,861 0 63,015
AMERICAN FINL GROUP INC OHIO COM 025932104 BBG001S8JK86 12,911,441 106,267 SH   SOLE   83,758 0 22,509
AMERICAN INTL GROUP INC COM NEW 026874784 BBG001S5NJG1 4,042,196 80,266 SH   SOLE   55,361 0 24,905
AMERIPRISE FINL INC COM 03076C106 BBG001SK6096 50,937,848 166,192 SH   SOLE   135,302 0 30,890
AMETEK INC COM 031100100 BBG001S5NN54 159,404,318 1,096,844 SH   SOLE   887,597 0 209,247
ANALOG DEVICES INC COM 032654105 BBG001S5ND38 3,089,057 15,663 SH   SOLE   10,798 0 4,865
APELLIS PHARMACEUTICALS INC COM 03753U106 BBG007KGRPZ3 52,256,546 792,246 SH   SOLE   688,676 0 103,570
APPLE INC COM 037833100 BBG001S5N8V8 486,495,730 2,950,247 SH   SOLE   2,572,870 0 377,377
APPLIED MATLS INC COM 038222105 BBG001S5NMM7 50,738,002 413,075 SH   SOLE   338,806 0 74,269
APTIV PLC SHS G6095L109 BBG001TRL2T7 55,206,248 492,078 SH   SOLE   375,561 0 116,517
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 BBG0068KVVC7 74,910,096 897,772 SH   SOLE   814,362 0 83,410
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101 BBG007R7VP72 337,327,617 3,146,126 SH   SOLE   2,775,516 0 370,610
ATKORE INC COM 047649108 BBG001T8LDZ8 99,006,230 704,771 SH   SOLE   615,735 0 89,036
ATLASSIAN CORPORATION CL A 049468101 BBG01BGWHFS4 64,550,603 377,114 SH   SOLE   326,595 0 50,519
AVANTOR INC COM 05352A100 BBG00G2HHYF5 96,703,697 4,574,442 SH   SOLE   3,718,194 0 856,248
AVERY DENNISON CORP COM 053611109 BBG001S5NZM8 63,808,943 356,614 SH   SOLE   322,427 0 34,187
AVIENT CORPORATION COM 05368V106 BBG001S6RCD3 33,405,868 811,610 SH   SOLE   666,050 0 145,560
AXALTA COATING SYS LTD COM G0750C108 BBG0060CPLK3 34,311,785 1,132,776 SH   SOLE   938,166 0 194,610
AXON ENTERPRISE INC COM 05464C101 BBG001SB2HG5 647,568 2,880 SH   SOLE   2,880 0 0
AZENTA INC COM 114340102 BBG001S8F1B8 26,265,563 588,650 SH   SOLE   483,200 0 105,450
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 5,340,621 186,735 SH   SOLE   128,675 0 58,060
BHP GROUP LTD SPONSORED ADS 088606108 BBG001S5P5K4 3,374,744 53,221 SH   SOLE   44,651 0 8,570
BIO RAD LABS INC CL A 090572207 BBG001S625W4 184,736,937 385,656 SH   SOLE   343,431 0 42,225
BLACK KNIGHT INC COM 09215C105 BBG00GX77ML3 664,818 11,550 SH   SOLE   11,550 0 0
BLACKROCK INC COM 09247X101 BBG001SDBP55 5,462,027 8,163 SH   SOLE   5,603 0 2,560
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 BBG001T91S76 56,726,743 612,005 SH   SOLE   554,935 0 57,070
BOX INC CL A 10316T104 BBG001T5R852 26,085,396 973,699 SH   SOLE   798,259 0 175,440
BRIGHT HORIZONS FAM SOL IN D COM 109194100 BBG003LFWPT4 2,883,276 37,450 SH   SOLE   37,450 0 0
BROADCOM INC COM 11135F101 BBG00KHY5SY8 15,000,488 23,382 SH   SOLE   18,562 0 4,820
BRP INC COM SUN VTG 05577W200 BBG004G49425 70,043,036 895,691 SH   SOLE   785,177 0 110,514
BUILDERS FIRSTSOURCE INC COM 12008R107 BBG001S9CFC7 64,912,207 731,158 SH   SOLE   663,138 0 68,020
CABLE ONE INC COM 12685J105 BBG001SFK9N6 36,346,752 51,776 SH   SOLE   46,961 0 4,815
CADENCE DESIGN SYSTEM INC COM 127387108 BBG001S65YK1 80,823,537 384,709 SH   SOLE   298,386 0 86,323
CASELLA WASTE SYS INC CL A 147448104 BBG001SB5S05 31,300,614 378,667 SH   SOLE   310,767 0 67,900
CATALENT INC COM 148806102 BBG005XR47N7 50,959,419 775,520 SH   SOLE   701,270 0 74,250
CDW CORP COM 12514G108 BBG001V18TB6 63,264,808 324,618 SH   SOLE   239,712 0 84,906
CELANESE CORP DEL COM 150870103 BBG001SJDDG5 70,594,568 648,311 SH   SOLE   505,925 0 142,386
CERIDIAN HCM HLDG INC COM 15677J108 BBG005D7PF43 80,758,908 1,102,962 SH   SOLE   875,861 0 227,101
CHAMPIONX CORPORATION COM 15872M104 BBG00JH9V005 16,353,937 602,799 SH   SOLE   493,189 0 109,610
CHARTER COMMUNICATIONS INC N CL A 16119P108 BBG001T3TDG2 47,054,681 131,581 SH   SOLE   109,280 0 22,301
CHEESECAKE FACTORY INC COM 163072101 BBG001S71Q75 63,186,387 1,802,750 SH   SOLE   1,626,800 0 175,950
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 3,602,083 22,077 SH   SOLE   17,202 0 4,875
CHIPOTLE MEXICAN GRILL INC COM 169656105 BBG001SP50B3 191,453,458 112,073 SH   SOLE   91,213 0 20,860
CHURCHILL DOWNS INC COM 171484108 BBG001S67Z80 41,736,180 162,366 SH   SOLE   134,326 0 28,040
CINTAS CORP COM 172908105 BBG001S7CRG1 4,496,787 9,719 SH   SOLE   6,714 0 3,005
CISCO SYS INC COM 17275R102 BBG001S6HC62 72,726,182 1,391,223 SH   SOLE   1,129,284 0 261,939
COCA COLA CO COM 191216100 BBG001S5SMQ8 8,010,554 129,140 SH   SOLE   88,427 0 40,713
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 BBG001SC5GP2 4,872,987 76,475 SH   SOLE   51,947 0 24,528
CONOCOPHILLIPS COM 20825C104 BBG001S5TZM2 57,560,948 580,193 SH   SOLE   486,087 0 94,106
CONSTELLATION BRANDS INC CL A 21036P108 BBG001SD31G5 58,663,685 259,700 SH   SOLE   193,440 0 66,260
COOPER COS INC COM NEW 216648402 BBG001S5Q1H6 69,100,632 185,078 SH   SOLE   137,957 0 47,121
COPART INC COM 217204106 BBG001S7MTB1 69,323,859 921,737 SH   SOLE   684,333 0 237,404
COSTAR GROUP INC COM 22160N109 BBG001SD3DY9 60,710,339 881,777 SH   SOLE   678,630 0 203,147
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 107,025,301 215,399 SH   SOLE   186,136 0 29,263
CSX CORP COM 126408103 BBG001S5Q7Q3 855,985 28,590 SH   SOLE   28,590 0 0
CULLEN FROST BANKERS INC COM 229899109 BBG001S6D2D0 31,821,318 302,082 SH   SOLE   273,962 0 28,120
CUMMINS INC COM 231021106 BBG001S5Q9M3 5,853,993 24,506 SH   SOLE   17,326 0 7,180
DANAHER CORPORATION COM 235851102 BBG001S5QGT0 7,840,208 31,107 SH   SOLE   28,271 0 2,836
DECKERS OUTDOOR CORP COM 243537107 BBG001S7GXB9 70,889,989 157,691 SH   SOLE   142,971 0 14,720
DEVON ENERGY CORP NEW COM 25179M103 BBG001S63VG4 97,870,088 1,933,809 SH   SOLE   1,684,383 0 249,426
DEXCOM INC COM 252131107 BBG001SKZG99 182,460,115 1,570,495 SH   SOLE   1,243,347 0 327,148
DIAGEO PLC SPON ADR NEW 25243Q205 BBG001S7V596 89,331,161 493,052 SH   SOLE   419,371 0 73,681
DIAMONDBACK ENERGY INC COM 25278X109 BBG002PHSZN7 87,952,416 650,680 SH   SOLE   592,730 0 57,950
DYNATRACE INC COM NEW 268150109 BBG00PNN7CW9 23,501,669 555,595 SH   SOLE   465,325 0 90,270
EMCOR GROUP INC COM 29084Q100 BBG001S5QVG1 575,569 3,540 SH   SOLE   3,540 0 0
ENCORE WIRE CORP COM 292562105 BBG001S70TC4 139,347,218 751,887 SH   SOLE   657,003 0 94,884
ENDEAVOR GROUP HLDGS INC CL A COM 29260Y109 BBG00P8TCHD7 27,116,351 1,133,153 SH   SOLE   929,355 0 203,798
EPAM SYS INC COM 29414B104 BBG001SKDJH8 58,915,935 197,043 SH   SOLE   148,702 0 48,341
EQUITY LIFESTYLE PPTYS INC COM 29472R108 BBG001S5T5G5 5,288,166 78,775 SH   SOLE   53,740 0 25,035
ESSEX PPTY TR INC COM 297178105 BBG001S81418 33,600,690 160,661 SH   SOLE   118,684 0 41,977
ETSY INC COM 29786A106 BBG001T53625 43,140,505 387,501 SH   SOLE   288,611 0 98,890
EVEREST RE GROUP LTD COM G3223R108 BBG001S7QT63 50,108,479 139,960 SH   SOLE   126,950 0 13,010
EZCORP INC CL A NON VTG 302301106 BBG001S6RN67 376,508 43,780 SH   SOLE   43,780 0 0
F5 INC COM 315616102 BBG001SCP8D1 62,775,490 430,884 SH   SOLE   376,814 0 54,070
FAIR ISAAC CORP COM 303250104 BBG001S8ZT61 60,355,449 85,892 SH   SOLE   77,959 0 7,933
FIRST CTZNS BANCSHARES INC N CL A 31946M103 BBG001S5R2V7 28,744,401 29,539 SH   SOLE   27,084 0 2,455
FIVE BELOW INC COM 33829M101 BBG001TCDMY9 73,812,645 358,366 SH   SOLE   326,706 0 31,660
FLYWIRE CORPORATION COM VTG 302492103 BBG002030ND3 38,144,952 1,299,215 SH   SOLE   1,066,251 0 232,964
FMC CORP COM NEW 302491303 BBG001S5R880 56,171,129 459,929 SH   SOLE   417,064 0 42,865
FORTINET INC COM 34959E109 BBG001S77BL6 182,680,309 2,748,726 SH   SOLE   2,218,970 0 529,756
GALLAGHER ARTHUR J & CO COM 363576109 BBG001S5NKC2 97,508,044 509,686 SH   SOLE   402,626 0 107,060
GARTNER INC COM 366651107 BBG001S5SD60 4,681,315 14,370 SH   SOLE   14,370 0 0
GENPACT LIMITED SHS G3922B107 BBG001SJT2Y2 101,083,635 2,187,011 SH   SOLE   1,807,620 0 379,391
GILEAD SCIENCES INC COM 375558103 BBG001S6Y1X7 7,198,477 86,760 SH   SOLE   59,410 0 27,350
GLOBAL PMTS INC COM 37940X102 BBG001SGS2Z8 81,928,006 778,487 SH   SOLE   635,977 0 142,510
GLOBANT S A COM L44385109 BBG00564Y4W2 43,210,731 263,464 SH   SOLE   238,894 0 24,570
HAEMONETICS CORP MASS COM 405024100 BBG001S6QB64 30,903,484 373,456 SH   SOLE   306,486 0 66,970
HALLIBURTON CO COM 406216101 BBG001S5RS59 25,216,213 796,973 SH   SOLE   594,389 0 202,584
HEICO CORP NEW CL A 422806208 BBG001S96YM2 2,735,667 20,130 SH   SOLE   20,130 0 0
HERSHEY CO COM 427866108 BBG001S5S148 5,945,053 23,368 SH   SOLE   15,968 0 7,400
HEXCEL CORP NEW COM 428291108 BBG001S5S2J0 43,472,452 636,959 SH   SOLE   512,890 0 124,069
HILTON WORLDWIDE HLDGS INC COM 43300A203 BBG0058KMH49 100,992,892 716,923 SH   SOLE   555,429 0 161,494
HOME DEPOT INC COM 437076102 BBG001S5RTW7 127,496,267 432,015 SH   SOLE   368,423 0 63,592
HUBSPOT INC COM 443573100 BBG001T53670 145,696,299 339,816 SH   SOLE   291,086 0 48,730
HUNT J B TRANS SVCS INC COM 445658107 BBG001S5SFY4 63,102,792 359,642 SH   SOLE   269,002 0 90,640
ICON PLC SHS G4705A100 BBG001SDCL35 291,672,430 1,365,572 SH   SOLE   1,154,750 0 210,822
IDEX CORP COM 45167R104 BBG001S67N14 73,286,875 317,218 SH   SOLE   280,498 0 36,720
IDEXX LABS INC COM 45168D104 BBG001S5S4Y9 66,471,974 132,923 SH   SOLE   99,119 0 33,804
ILLINOIS TOOL WKS INC COM 452308109 BBG001S5SDX0 3,890,818 15,982 SH   SOLE   14,086 0 1,896
INNOVIVA INC COM 45781M101 BBG001SF23V0 19,793,599 1,759,431 SH   SOLE   1,443,522 0 315,909
INSPIRE MED SYS INC COM 457730109 BBG00209SZK5 98,929,217 422,648 SH   SOLE   368,158 0 54,490
INSULET CORP COM 45784P101 BBG001SRF439 109,228,927 342,453 SH   SOLE   277,287 0 65,166
INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 10,426,768 79,539 SH   SOLE   55,517 0 24,022
INTUIT COM 461202103 BBG001S6TWR2 628,620 1,410 SH   SOLE   1,410 0 0
ITT INC COM 45073V108 BBG00CVQZQB3 62,645,515 725,904 SH   SOLE   632,756 0 93,148
IVERIC BIO INC COM 46583P102 BBG001TG36J3 11,598,622 476,721 SH   SOLE   391,081 0 85,640
JUNIPER NETWORKS INC COM 48203R104 BBG001SCTT05 50,722,689 1,473,640 SH   SOLE   1,336,506 0 137,134
KARUNA THERAPEUTICS INC COM 48576A100 BBG00NN875H9 802,849 4,420 SH   SOLE   4,420 0 0
KINSALE CAP GROUP INC COM 49714P108 BBG00D8JDB02 37,229,405 124,036 SH   SOLE   102,426 0 21,610
LANTHEUS HLDGS INC COM 516544103 BBG006Q52RF8 90,923,163 1,101,298 SH   SOLE   968,108 0 133,190
LILLY ELI & CO COM 532457108 BBG001S5STL8 133,097,229 387,564 SH   SOLE   329,188 0 58,376
LINCOLN ELEC HLDGS INC COM 533900106 BBG001S5TV87 94,381,474 558,140 SH   SOLE   486,290 0 71,850
LIVE NATION ENTERTAINMENT IN COM 538034109 BBG001SNP2B2 41,303,833 590,055 SH   SOLE   438,667 0 151,388
LPL FINL HLDGS INC COM 50212V100 BBG001T5GK39 120,055,052 593,157 SH   SOLE   497,696 0 95,461
LULULEMON ATHLETICA INC COM 550021109 BBG001STBM75 125,628,710 344,954 SH   SOLE   266,486 0 78,468
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 BBG001T4BB37 21,346,855 301,339 SH   SOLE   247,059 0 54,280
MARKETAXESS HLDGS INC COM 57060D108 BBG001S8R6K4 54,723,472 139,854 SH   SOLE   126,854 0 13,000
MARRIOTT INTL INC NEW CL A 571903202 BBG001S78K44 58,516,315 352,423 SH   SOLE   293,053 0 59,370
MARVELL TECHNOLOGY INC COM 573874104 BBG00ZXBJ162 119,322,434 2,755,714 SH   SOLE   2,242,321 0 513,393
MCDONALDS CORP COM 580135101 BBG001S5T110 4,503,399 16,106 SH   SOLE   11,096 0 5,010
MERCK & CO INC COM 58933Y105 BBG001S5TC52 8,139,793 76,509 SH   SOLE   52,768 0 23,741
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 80,424,872 379,470 SH   SOLE   336,020 0 43,450
METTLER TOLEDO INTERNATIONAL COM 592688105 BBG001SB87G1 8,604,371 5,623 SH   SOLE   5,031 0 592
MGM RESORTS INTERNATIONAL COM 552953101 BBG001S6BYT5 101,423,609 2,283,287 SH   SOLE   1,988,293 0 294,994
MICROCHIP TECHNOLOGY INC. COM 595017104 BBG001S787B5 76,571,392 913,958 SH   SOLE   672,771 0 241,187
MICROSOFT CORP COM 594918104 BBG001S5TD05 402,817,373 1,397,216 SH   SOLE   1,189,135 0 208,081
MONGODB INC CL A 60937P106 BBG0022FDRZ7 89,485,201 383,859 SH   SOLE   321,641 0 62,218
MSCI INC COM 55354G100 BBG001SV8B05 93,650,527 167,326 SH   SOLE   129,391 0 37,935
NANO DIMENSION LTD SPONSORD ADS NEW 63008G203 BBG009DFFWM1 430,812 149,070 SH   SOLE   149,070 0 0
NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 BBG008417VP2 328,391 7,860 SH   SOLE   7,860 0 0
NATIONAL VISION HLDGS INC COM 63845R107 BBG00HVQF9L1 41,297,581 2,192,016 SH   SOLE   1,917,888 0 274,128
NETAPP INC COM 64110D104 BBG001S8LYX5 61,536,052 963,760 SH   SOLE   758,746 0 205,014
NEUROCRINE BIOSCIENCES INC COM 64125C109 BBG001S8W4X9 25,773,244 254,626 SH   SOLE   231,076 0 23,550
NEXSTAR MEDIA GROUP INC COMMON STOCK 65336K103 BBG001SKJJT9 5,082,938 29,439 SH   SOLE   20,095 0 9,344
NEXTIER OILFIELD SOLUTIONS COM 65290C105 BBG00FJFZY90 24,219,786 3,046,514 SH   SOLE   2,493,794 0 552,720
NEXTRACKER INC CLASS A COM 65290E101 BBG00835TQ17 829,593 22,879 SH   SOLE   4,240 0 18,639
NICE LTD SPONSORED ADR 653656108 BBG001S9RK49 95,885,090 418,913 SH   SOLE   374,684 0 44,229
NIKE INC CL B 654106103 BBG001S6NTK2 63,099,629 514,511 SH   SOLE   418,700 0 95,811
NORTHERN OIL AND GAS INC MN COM 665531307 BBG001SK2P31 36,308,009 1,196,310 SH   SOLE   986,060 0 210,250
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 131,608,537 473,804 SH   SOLE   417,391 0 56,413
OKTA INC CL A 679295105 BBG001YV1SN3 63,685,135 738,464 SH   SOLE   686,524 0 51,940
OLD DOMINION FREIGHT LINE IN COM 679580100 BBG001S6WQT9 425,709 1,249 SH   SOLE   1,249 0 0
ONTO INNOVATION INC COM 683344105 BBG001S5THX0 26,540,902 302,013 SH   SOLE   247,574 0 54,439
OPTION CARE HEALTH INC COM NEW 68404L201 BBG001S6X756 46,771,222 1,472,182 SH   SOLE   1,200,362 0 271,820
ORACLE CORP COM 68389X105 BBG001S5SJG6 20,050,371 215,781 SH   SOLE   196,676 0 19,105
OVINTIV INC COM 69047Q102 BBG00R2NHQ74 44,550,610 1,234,773 SH   SOLE   1,119,533 0 115,240
PALO ALTO NETWORKS INC COM 697435105 BBG001T9NWN5 107,546,767 538,434 SH   SOLE   400,946 0 137,488
PALOMAR HLDGS INC COM 69753M105 BBG00NLMRYV9 17,498,731 317,006 SH   SOLE   261,699 0 55,307
PAYLOCITY HLDG CORP COM 70438V106 BBG006598YZ0 59,006,253 296,842 SH   SOLE   271,034 0 25,808
PAYPAL HLDGS INC COM 70450Y103 BBG0077VNXW5 70,486,217 928,183 SH   SOLE   773,444 0 154,739
PDC ENERGY INC COM 69327R101 BBG001S5V439 33,984,080 529,512 SH   SOLE   433,392 0 96,120
PEPSICO INC COM 713448108 BBG001S695T1 8,779,203 48,158 SH   SOLE   32,978 0 15,180
PLANET FITNESS INC CL A 72703H101 BBG009H04M26 27,241,898 350,739 SH   SOLE   291,615 0 59,124
POOL CORP COM 73278L105 BBG001S5VBK4 65,724,509 191,930 SH   SOLE   174,090 0 17,840
PPG INDS INC COM 693506107 BBG001S5VC13 54,771,807 410,030 SH   SOLE   339,439 0 70,591
PRIMERICA INC COM 74164M108 BBG001T5ZSQ6 36,919,988 214,352 SH   SOLE   170,922 0 43,430
PROCORE TECHNOLOGIES INC COM 74275K108 BBG0026ZJ313 53,905,954 860,705 SH   SOLE   780,555 0 80,150
PROGRESSIVE CORP COM 743315103 BBG001S5V509 121,276,254 847,730 SH   SOLE   719,444 0 128,286
PROMETHEUS BIOSCIENCES INC COM 74349U108 BBG00PPP6G63 73,481,360 684,694 SH   SOLE   598,004 0 86,690
QUALCOMM INC COM 747525103 BBG001S6VS70 27,062,142 212,119 SH   SOLE   193,034 0 19,085
QUEST DIAGNOSTICS INC COM 74834L100 BBG001S9GX43 45,551,256 321,963 SH   SOLE   240,904 0 81,059
RANPAK HOLDINGS CORP COM CL A 75321W103 BBG00JRXX6Z8 14,520,098 2,781,628 SH   SOLE   2,438,018 0 343,610
RAYMOND JAMES FINL INC COM 754730109 BBG001S5VQ03 3,739,661 40,095 SH   SOLE   40,095 0 0
RED ROCK RESORTS INC CL A 75700L108 BBG00B6G8068 62,046,164 1,392,106 SH   SOLE   1,261,086 0 131,020
REPLIGEN CORP COM 759916109 BBG001S5VNT9 40,844,809 242,604 SH   SOLE   219,504 0 23,100
ROCKET PHARMACEUTICALS INC COM 77313F106 BBG001T92156 55,431,104 3,235,908 SH   SOLE   2,897,799 0 338,109
ROCKWELL AUTOMATION INC COM 773903109 BBG001S5VRF5 94,567,667 322,262 SH   SOLE   240,328 0 81,934
S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 42,108,829 122,136 SH   SOLE   99,171 0 22,965
SAIA INC COM 78709Y105 BBG001SL4QM4 136,494,102 501,669 SH   SOLE   442,149 0 59,520
SALESFORCE INC COM 79466L302 BBG001SDLP09 131,032,306 655,883 SH   SOLE   569,872 0 86,011
SAMSARA INC COM CL A 79589L106 BBG0099PW5Q0 31,669,452 1,605,956 SH   SOLE   1,342,324 0 263,632
SAREPTA THERAPEUTICS INC COM 803607100 BBG001S6KJC6 110,630,405 802,658 SH   SOLE   661,244 0 141,414
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 BBG00JPGYWV3 35,278,006 705,278 SH   SOLE   578,438 0 126,840
SERVICENOW INC COM 81762P102 BBG001T4JFC0 147,450,544 317,289 SH   SOLE   276,873 0 40,416
SHIFT4 PMTS INC CL A 82452J109 BBG00TX393M3 51,632,762 681,171 SH   SOLE   563,571 0 117,600
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 BBG001SP0YQ8 1,550,858 23,670 SH   SOLE   23,670 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 BBG001SCYWS2 53,654,355 454,775 SH   SOLE   412,385 0 42,390
SMARTSHEET INC COM CL A 83200N103 BBG00GQK3WC4 67,035,341 1,402,413 SH   SOLE   1,190,753 0 211,660
SPIRIT RLTY CAP INC NEW COM NEW 84860W300 BBG0027Z6XS1 38,297,236 961,276 SH   SOLE   830,286 0 130,990
SPLUNK INC COM 848637104 BBG001TWMNG3 68,282,144 712,163 SH   SOLE   555,783 0 156,380
STEPSTONE GROUP INC COM CL A 85914M107 BBG00WXXV0W0 20,019,304 824,858 SH   SOLE   676,942 0 147,916
SUN CMNTYS INC COM 866674104 BBG001S7HRC0 71,328,530 506,307 SH   SOLE   449,882 0 56,425
SYNAPTICS INC COM 87157D109 BBG001SCDXM9 35,665,590 320,878 SH   SOLE   272,118 0 48,760
TAPESTRY INC COM 876030107 BBG001SFH7D5 124,187,271 2,880,707 SH   SOLE   2,368,146 0 512,561
TARGET CORP COM 87612E106 BBG001SC0K41 7,470,410 45,103 SH   SOLE   30,893 0 14,210
TELEDYNE TECHNOLOGIES INC COM 879360105 BBG001SDK336 128,945,414 288,236 SH   SOLE   243,037 0 45,199
TENABLE HLDGS INC COM 88025T102 BBG00LBLCDR3 85,229,044 1,793,918 SH   SOLE   1,581,638 0 212,280
TERRENO RLTY CORP COM 88146M101 BBG001T60PW1 571,064 8,840 SH   SOLE   8,840 0 0
TESLA INC COM 88160R101 BBG001SQKGD7 114,718,326 552,966 SH   SOLE   488,043 0 64,923
TEXAS ROADHOUSE INC COM 882681109 BBG001SLR3C1 43,979,339 406,990 SH   SOLE   328,975 0 78,015
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 86,461,264 150,010 SH   SOLE   131,800 0 18,210
TIMKEN CO COM 887389104 BBG001S5WQK0 3,907,850 47,820 SH   SOLE   47,820 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 BBG001S5SBV6 7,384,957 40,140 SH   SOLE   28,615 0 11,525
TRANSDIGM GROUP INC COM 893641100 BBG001SPV1C1 273,555,127 371,149 SH   SOLE   309,410 0 61,739
TRANSUNION COM 89400J107 BBG002Q7J607 52,808,623 849,833 SH   SOLE   770,853 0 78,980
UNION PAC CORP COM 907818108 BBG001S5X2M0 87,953,639 437,015 SH   SOLE   378,709 0 58,306
UNITED PARCEL SERVICE INC CL B 911312106 BBG001SDGSH1 5,603,789 28,887 SH   SOLE   19,762 0 9,125
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 209,058,693 442,368 SH   SOLE   383,861 0 58,507
UNIVERSAL DISPLAY CORP COM 91347P105 BBG001S5V9H3 29,630,606 191,005 SH   SOLE   156,545 0 34,460
VAIL RESORTS INC COM 91879Q109 BBG001S5TFD6 46,253,383 197,935 SH   SOLE   146,015 0 51,920
VERADIGM INC COM 01988P108 BBG001S7VDS8 19,088,078 1,462,688 SH   SOLE   1,205,688 0 257,000
VISA INC COM CL A 92826C839 BBG001SRCFY3 234,688,529 1,040,932 SH   SOLE   896,276 0 144,656
VISTEON CORP COM NEW 92839U206 BBG001TCM086 84,652,913 539,775 SH   SOLE   469,982 0 69,793
VULCAN MATLS CO COM 929160109 BBG001S5X8R2 73,688,086 429,518 SH   SOLE   345,281 0 84,237
WASTE CONNECTIONS INC COM 94106B101 BBG001SKJ4K1 55,141,610 396,503 SH   SOLE   304,032 0 92,471
WATSCO INC COM 942622200 BBG001S82CQ2 50,014,357 157,199 SH   SOLE   118,539 0 38,660
WESCO INTL INC COM 95082P105 BBG001SCRP78 144,693,750 936,287 SH   SOLE   767,263 0 169,024
WEX INC COM 96208T104 BBG001SCJLG6 20,327,384 110,541 SH   SOLE   90,624 0 19,917
WILLIAMS COS INC COM 969457100 BBG001S5XH10 696,634 23,330 SH   SOLE   23,330 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 BBG00B0FS9V7 112,624,887 2,402,408 SH   SOLE   2,090,034 0 312,374
WINGSTOP INC COM 974155103 BBG008N298X9 51,810,866 282,225 SH   SOLE   234,675 0 47,550
WNS HLDGS LTD SPON ADR 92932M101 BBG001SBK8N7 30,264,038 324,826 SH   SOLE   266,575 0 58,251
WORKDAY INC CL A 98138H101 BBG001T21KQ7 83,096,619 402,327 SH   SOLE   347,172 0 55,155