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 15,827,627 835,231 SH   SOLE   702,751 0 132,480
AAON INC COM PAR $0.004 000360206 BBG001S6CZK0 51,295,054 541,030 SH   SOLE   473,390 0 67,640
ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 42,778,027 375,542 SH   SOLE   324,751 0 50,791
ALIGN TECHNOLOGY INC COM 016255101 BBG001SCF1B9 62,490,284 176,706 SH   SOLE   132,494 0 44,212
ALKERMES PLC SHS G01767105 BBG001S6RXM7 72,469,203 2,315,310 SH   SOLE   2,040,108 0 275,202
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 405,737,634 3,389,621 SH   SOLE   2,998,475 0 391,146
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 9,942,403 82,189 SH   SOLE   58,090 0 24,099
AMAZON COM INC COM 023135106 BBG001S5PQL7 315,241,636 2,418,239 SH   SOLE   2,128,796 0 289,443
AMERICAN FINL GROUP INC OHIO COM 025932104 BBG001S8JK86 503,738 4,242 SH   SOLE   3,492 0 750
AMERICAN INTL GROUP INC COM NEW 026874784 BBG001S5NJG1 49,498,838 860,251 SH   SOLE   640,130 0 220,121
AMERIPRISE FINL INC COM 03076C106 BBG001SK6096 74,208,682 223,412 SH   SOLE   183,515 0 39,897
AMETEK INC COM 031100100 BBG001S5NN54 173,504,977 1,071,812 SH   SOLE   867,849 0 203,963
ANALOG DEVICES INC COM 032654105 BBG001S5ND38 4,981,487 25,571 SH   SOLE   18,156 0 7,415
APELLIS PHARMACEUTICALS INC COM 03753U106 BBG007KGRPZ3 54,316,735 596,232 SH   SOLE   532,432 0 63,800
APPLE INC COM 037833100 BBG001S5N8V8 532,648,021 2,746,033 SH   SOLE   2,395,165 0 350,868
APPLIED MATLS INC COM 038222105 BBG001S5NMM7 58,637,999 405,687 SH   SOLE   334,248 0 71,439
APTIV PLC SHS G6095L109 BBG001TRL2T7 50,330,495 493,001 SH   SOLE   365,314 0 127,687
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 BBG0068KVVC7 72,323,420 750,632 SH   SOLE   561,563 0 189,069
ARISTA NETWORKS INC COM 040413106 BBG001T51KQ0 47,935,130 295,786 SH   SOLE   221,246 0 74,540
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101 BBG007R7VP72 324,130,268 3,631,712 SH   SOLE   3,223,485 0 408,227
AVANTOR INC COM 05352A100 BBG00G2HHYF5 97,150,078 4,729,799 SH   SOLE   3,884,899 0 844,900
AVERY DENNISON CORP COM 053611109 BBG001S5NZM8 76,481,752 445,179 SH   SOLE   406,149 0 39,030
AVIENT CORPORATION COM 05368V106 BBG001S6RCD3 36,340,550 888,522 SH   SOLE   750,082 0 138,440
AXALTA COATING SYS LTD COM G0750C108 BBG0060CPLK3 40,393,572 1,231,136 SH   SOLE   1,047,456 0 183,680
AXON ENTERPRISE INC COM 05464C101 BBG001SB2HG5 47,773,766 244,843 SH   SOLE   224,643 0 20,200
AZEK CO INC CL A 05478C105 BBG00RP7FY15 681,828 22,510 SH   SOLE   22,510 0 0
AZENTA INC COM 114340102 BBG001S8F1B8 30,098,844 644,791 SH   SOLE   544,541 0 100,250
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 5,723,540 199,496 SH   SOLE   141,436 0 58,060
BHP GROUP LTD SPONSORED ADS 088606108 BBG001S5P5K4 3,443,914 57,716 SH   SOLE   49,146 0 8,570
BIO RAD LABS INC CL A 090572207 BBG001S625W4 153,093,205 403,812 SH   SOLE   362,367 0 41,445
BIO-TECHNE CORP COM 09073M104 BBG001S66C28 49,560,932 607,141 SH   SOLE   447,550 0 159,591
BOOKING HOLDINGS INC COM 09857L108 BBG001S89N72 567,069 210 SH   SOLE   210 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 BBG001T91S76 47,639,362 426,876 SH   SOLE   391,296 0 35,580
BOX INC CL A 10316T104 BBG001T5R852 31,129,785 1,059,557 SH   SOLE   894,297 0 165,260
BRIGHT HORIZONS FAM SOL IN D COM 109194100 BBG003LFWPT4 50,723,617 548,660 SH   SOLE   505,992 0 42,668
BROADCOM INC COM 11135F101 BBG00KHY5SY8 20,894,654 24,088 SH   SOLE   19,428 0 4,660
BRP INC COM SUN VTG 05577W200 BBG004G49425 83,474,820 986,700 SH   SOLE   879,536 0 107,164
BUILDERS FIRSTSOURCE INC COM 12008R107 BBG001S9CFC7 223,446,109 1,642,986 SH   SOLE   1,452,288 0 190,698
CABLE ONE INC COM 12685J105 BBG001SFK9N6 37,910,888 57,696 SH   SOLE   52,881 0 4,815
CADENCE DESIGN SYSTEM INC COM 127387108 BBG001S65YK1 91,961,921 392,128 SH   SOLE   333,472 0 58,656
CALIX INC COM 13100M509 BBG001T633M8 26,522,274 531,402 SH   SOLE   449,261 0 82,141
CASELLA WASTE SYS INC CL A 147448104 BBG001SB5S05 49,945,314 552,187 SH   SOLE   466,197 0 85,990
CDW CORP COM 12514G108 BBG001V18TB6 60,137,678 327,726 SH   SOLE   238,979 0 88,747
CELANESE CORP DEL COM 150870103 BBG001SJDDG5 77,263,487 667,215 SH   SOLE   526,536 0 140,679
CEREVEL THERAPEUTICS HLDNG I COM 15678U128 BBG00VCYVLJ2 18,296,226 575,534 SH   SOLE   489,784 0 85,750
CERIDIAN HCM HLDG INC COM 15677J108 BBG005D7PF43 76,463,367 1,141,756 SH   SOLE   917,619 0 224,137
CHAMPIONX CORPORATION COM 15872M104 BBG00JH9V005 20,179,259 650,105 SH   SOLE   547,695 0 102,410
CHEESECAKE FACTORY INC COM 163072101 BBG001S71Q75 1,420,270 41,072 SH   SOLE   29,152 0 11,920
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 3,743,671 23,792 SH   SOLE   18,917 0 4,875
CHIPOTLE MEXICAN GRILL INC COM 169656105 BBG001SP50B3 196,369,624 91,804 SH   SOLE   75,674 0 16,130
CHURCHILL DOWNS INC COM 171484108 BBG001S67Z80 39,480,998 283,689 SH   SOLE   240,149 0 43,540
CINTAS CORP COM 172908105 BBG001S7CRG1 5,157,205 10,375 SH   SOLE   7,370 0 3,005
CISCO SYS INC COM 17275R102 BBG001S6HC62 86,847,039 1,678,528 SH   SOLE   1,423,509 0 255,019
CME GROUP INC COM 12572Q105 BBG001S86547 4,078,603 22,012 SH   SOLE   15,627 0 6,385
COCA COLA CO COM 191216100 BBG001S5SMQ8 8,313,732 138,056 SH   SOLE   97,343 0 40,713
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 BBG001SC5GP2 5,496,718 81,687 SH   SOLE   57,159 0 24,528
CONOCOPHILLIPS COM 20825C104 BBG001S5TZM2 625,804 6,040 SH   SOLE   6,040 0 0
CONSTELLATION BRANDS INC CL A 21036P108 BBG001SD31G5 89,050,331 361,802 SH   SOLE   268,566 0 93,236
COOPER COS INC COM NEW 216648402 BBG001S5Q1H6 68,979,985 179,902 SH   SOLE   133,682 0 46,220
COPART INC COM 217204106 BBG001S7MTB1 63,054,341 691,310 SH   SOLE   510,188 0 181,122
COSTAR GROUP INC COM 22160N109 BBG001SD3DY9 76,848,939 863,471 SH   SOLE   661,178 0 202,293
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 113,534,651 210,882 SH   SOLE   182,662 0 28,220
CSX CORP COM 126408103 BBG001S5Q7Q3 974,919 28,590 SH   SOLE   28,590 0 0
CUMMINS INC COM 231021106 BBG001S5Q9M3 5,911,543 24,113 SH   SOLE   16,933 0 7,180
DANAHER CORPORATION COM 235851102 BBG001S5QGT0 7,030,560 29,294 SH   SOLE   26,689 0 2,605
DECKERS OUTDOOR CORP COM 243537107 BBG001S7GXB9 78,983,842 149,687 SH   SOLE   137,200 0 12,487
DEVON ENERGY CORP NEW COM 25179M103 BBG001S63VG4 93,967,560 1,943,888 SH   SOLE   1,700,063 0 243,825
DEXCOM INC COM 252131107 BBG001SKZG99 132,431,294 1,030,514 SH   SOLE   796,196 0 234,318
DIAGEO PLC SPON ADR NEW 25243Q205 BBG001S7V596 84,408,082 486,558 SH   SOLE   415,082 0 71,476
DIAMONDBACK ENERGY INC COM 25278X109 BBG002PHSZN7 75,101,271 571,721 SH   SOLE   526,471 0 45,250
DYNATRACE INC COM NEW 268150109 BBG00PNN7CW9 87,434,251 1,698,742 SH   SOLE   1,523,482 0 175,260
EMCOR GROUP INC COM 29084Q100 BBG001S5QVG1 654,121 3,540 SH   SOLE   3,540 0 0
ENCORE WIRE CORP COM 292562105 BBG001S70TC4 90,059,472 484,373 SH   SOLE   428,589 0 55,784
EQUITY LIFESTYLE PPTYS INC COM 29472R108 BBG001S5T5G5 5,631,804 84,195 SH   SOLE   59,160 0 25,035
ESSEX PPTY TR INC COM 297178105 BBG001S81418 36,588,551 156,161 SH   SOLE   115,243 0 40,918
ETSY INC COM 29786A106 BBG001T53625 31,967,125 377,817 SH   SOLE   280,261 0 97,556
EZCORP INC CL A NON VTG 302301106 BBG001S6RN67 500,956 59,780 SH   SOLE   59,780 0 0
F5 INC COM 315616102 BBG001SCP8D1 102,873,434 703,360 SH   SOLE   627,375 0 75,985
FABRINET SHS G3323L100 BBG001SP57F4 21,646,970 166,669 SH   SOLE   140,829 0 25,840
FAIR ISAAC CORP COM 303250104 BBG001S8ZT61 129,576,804 160,128 SH   SOLE   132,751 0 27,377
FIRST CTZNS BANCSHARES INC N CL A 31946M103 BBG001S5R2V7 41,409,231 32,264 SH   SOLE   29,832 0 2,432
FIVE BELOW INC COM 33829M101 BBG001TCDMY9 77,940,295 396,562 SH   SOLE   365,072 0 31,490
FLEETCOR TECHNOLOGIES INC COM 339041105 BBG001SHC7K8 51,878,150 206,620 SH   SOLE   189,370 0 17,250
FLOOR & DECOR HLDGS INC CL A 339750101 BBG007GJ2F90 467,820 4,500 SH   SOLE   4,500 0 0
FLYWIRE CORPORATION COM VTG 302492103 BBG002030ND3 98,897,103 3,186,118 SH   SOLE   2,817,134 0 368,984
FMC CORP COM NEW 302491303 BBG001S5R880 53,401,734 511,805 SH   SOLE   469,150 0 42,655
FORTINET INC COM 34959E109 BBG001S77BL6 215,898,496 2,856,178 SH   SOLE   2,337,930 0 518,248
GALLAGHER ARTHUR J & CO COM 363576109 BBG001S5NKC2 90,412,121 411,769 SH   SOLE   324,293 0 87,476
GARTNER INC COM 366651107 BBG001S5SD60 5,033,955 14,370 SH   SOLE   14,370 0 0
GENPACT LIMITED SHS G3922B107 BBG001SJT2Y2 93,767,980 2,495,821 SH   SOLE   2,096,755 0 399,066
GILEAD SCIENCES INC COM 375558103 BBG001S6Y1X7 7,148,320 92,751 SH   SOLE   65,401 0 27,350
GLOBAL PMTS INC COM 37940X102 BBG001SGS2Z8 79,729,748 809,275 SH   SOLE   657,541 0 151,734
HAEMONETICS CORP MASS COM 405024100 BBG001S6QB64 34,806,850 408,819 SH   SOLE   345,119 0 63,700
HALLIBURTON CO COM 406216101 BBG001S5RS59 25,648,847 777,473 SH   SOLE   577,324 0 200,149
HEICO CORP NEW CL A 422806208 BBG001S96YM2 2,830,278 20,130 SH   SOLE   20,130 0 0
HERSHEY CO COM 427866108 BBG001S5S148 6,228,267 24,943 SH   SOLE   17,543 0 7,400
HEXCEL CORP NEW COM 428291108 BBG001S5S2J0 93,587,158 1,231,086 SH   SOLE   1,067,977 0 163,109
HILTON WORLDWIDE HLDGS INC COM 43300A203 BBG0058KMH49 73,959,465 508,138 SH   SOLE   376,555 0 131,583
HOME DEPOT INC COM 437076102 BBG001S5RTW7 122,166,635 393,274 SH   SOLE   340,834 0 52,440
HUBBELL INC COM 443510607 BBG001S5S1L9 102,855,217 310,216 SH   SOLE   281,512 0 28,704
HUBSPOT INC COM 443573100 BBG001T53670 169,703,695 318,938 SH   SOLE   273,245 0 45,693
HUNT J B TRANS SVCS INC COM 445658107 BBG001S5SFY4 63,645,429 351,574 SH   SOLE   261,508 0 90,066
ICON PLC SHS G4705A100 BBG001SDCL35 344,644,240 1,377,475 SH   SOLE   1,167,378 0 210,097
IDEX CORP COM 45167R104 BBG001S67N14 75,512,562 350,797 SH   SOLE   314,177 0 36,620
IDEXX LABS INC COM 45168D104 BBG001S5S4Y9 65,329,799 130,079 SH   SOLE   96,821 0 33,258
ILLINOIS TOOL WKS INC COM 452308109 BBG001S5SDX0 3,998,057 15,982 SH   SOLE   14,237 0 1,745
IMPINJ INC COM 453204109 BBG001T313Q3 65,434,549 729,889 SH   SOLE   651,729 0 78,160
INNOVIVA INC COM 45781M101 BBG001SF23V0 24,406,605 1,917,251 SH   SOLE   1,617,282 0 299,969
INSPIRE MED SYS INC COM 457730109 BBG00209SZK5 182,988,855 563,667 SH   SOLE   505,447 0 58,220
INSULET CORP COM 45784P101 BBG001SRF439 113,126,901 392,339 SH   SOLE   324,627 0 67,712
INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 11,349,095 84,815 SH   SOLE   60,793 0 24,022
INTUIT COM 461202103 BBG001S6TWR2 646,048 1,410 SH   SOLE   1,410 0 0
ITT INC COM 45073V108 BBG00CVQZQB3 52,368,361 561,832 SH   SOLE   474,444 0 87,388
KARUNA THERAPEUTICS INC COM 48576A100 BBG00NN875H9 958,477 4,420 SH   SOLE   4,420 0 0
KINSALE CAP GROUP INC COM 49714P108 BBG00D8JDB02 43,669,140 116,700 SH   SOLE   99,170 0 17,530
KULICKE & SOFFA INDS INC COM 501242101 BBG001S5SLP1 21,888,955 368,191 SH   SOLE   311,051 0 57,140
LANTHEUS HLDGS INC COM 516544103 BBG006Q52RF8 96,558,100 1,150,597 SH   SOLE   1,026,157 0 124,440
LEGEND BIOTECH CORP SPONSORED ADS 52490G102 BBG00TTGH6N2 67,100,857 972,054 SH   SOLE   878,888 0 93,166
LILLY ELI & CO COM 532457108 BBG001S5STL8 186,161,611 396,950 SH   SOLE   337,795 0 59,155
LINCOLN ELEC HLDGS INC COM 533900106 BBG001S5TV87 111,574,444 561,720 SH   SOLE   500,660 0 61,060
LIVE NATION ENTERTAINMENT IN COM 538034109 BBG001SNP2B2 39,043,345 428,530 SH   SOLE   316,564 0 111,966
LPL FINL HLDGS INC COM 50212V100 BBG001T5GK39 141,427,206 650,449 SH   SOLE   552,244 0 98,205
LULULEMON ATHLETICA INC COM 550021109 BBG001STBM75 72,979,602 192,813 SH   SOLE   149,505 0 43,308
LUMENTUM HLDGS INC COM 55024U109 BBG0073F9RS8 53,629,252 945,342 SH   SOLE   866,442 0 78,900
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 BBG001T4BB37 25,646,345 391,368 SH   SOLE   330,398 0 60,970
MARKETAXESS HLDGS INC COM 57060D108 BBG001S8R6K4 40,219,990 153,852 SH   SOLE   141,030 0 12,822
MARVELL TECHNOLOGY INC COM 573874104 BBG00ZXBJ162 124,728,106 2,086,452 SH   SOLE   1,740,257 0 346,195
MASIMO CORP COM 574795100 BBG001S71GQ6 156,947,677 953,799 SH   SOLE   841,402 0 112,397
MCDONALDS CORP COM 580135101 BBG001S5T110 5,125,789 17,177 SH   SOLE   12,167 0 5,010
MERCK & CO INC COM 58933Y105 BBG001S5TC52 9,392,631 81,399 SH   SOLE   57,658 0 23,741
MERITAGE HOMES CORP COM 59001A102 BBG001S9F527 39,567,137 278,113 SH   SOLE   234,969 0 43,144
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 207,917,779 724,503 SH   SOLE   636,263 0 88,240
METTLER TOLEDO INTERNATIONAL COM 592688105 BBG001SB87G1 6,975,302 5,318 SH   SOLE   4,784 0 534
MGM RESORTS INTERNATIONAL COM 552953101 BBG001S6BYT5 87,981,159 2,003,214 SH   SOLE   1,765,781 0 237,433
MICROCHIP TECHNOLOGY INC. COM 595017104 BBG001S787B5 80,689,521 900,653 SH   SOLE   662,496 0 238,157
MICROSOFT CORP COM 594918104 BBG001S5TD05 470,537,399 1,381,739 SH   SOLE   1,180,169 0 201,570
MONGODB INC CL A 60937P106 BBG0022FDRZ7 61,098,243 148,661 SH   SOLE   110,651 0 38,010
MOONLAKE IMMUNOTHERAPEUTICS CLASS A ORD 61559X104 BBG00XQZQVP7 20,916,069 410,119 SH   SOLE   345,705 0 64,414
MSCI INC COM 55354G100 BBG001SV8B05 93,254,410 198,714 SH   SOLE   152,487 0 46,227
MUELLER INDS INC COM 624756102 BBG001S6PVC4 6,018,829 68,960 SH   SOLE   48,950 0 20,010
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 273,764 7,860 SH   SOLE   7,860 0 0
NATIONAL VISION HLDGS INC COM 63845R107 BBG00HVQF9L1 16,279,935 670,232 SH   SOLE   575,781 0 94,451
NETAPP INC COM 64110D104 BBG001S8LYX5 59,738,243 781,914 SH   SOLE   581,073 0 200,841
NEUROCRINE BIOSCIENCES INC COM 64125C109 BBG001S8W4X9 35,394,562 375,340 SH   SOLE   344,150 0 31,190
NEW YORK CMNTY BANCORP INC COM 649445103 BBG001SD32Z2 22,725,987 2,021,885 SH   SOLE   1,645,455 0 376,430
NEXTIER OILFIELD SOLUTIONS COM 65290C105 BBG00FJFZY90 29,852,216 3,339,174 SH   SOLE   2,813,354 0 525,820
NICE LTD SPONSORED ADR 653656108 BBG001S9RK49 105,893,917 512,803 SH   SOLE   465,925 0 46,878
NIKE INC CL B 654106103 BBG001S6NTK2 7,473,594 67,714 SH   SOLE   47,854 0 19,860
NORTHERN OIL & GAS INC COM 665531307 BBG001SK2P31 44,878,823 1,307,658 SH   SOLE   1,109,378 0 198,280
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 225,829,374 533,850 SH   SOLE   469,575 0 64,275
OKTA INC CL A 679295105 BBG001YV1SN3 42,342,405 610,561 SH   SOLE   559,641 0 50,920
OLD DOMINION FREIGHT LINE IN COM 679580100 BBG001S6WQT9 461,818 1,249 SH   SOLE   1,249 0 0
ONTO INNOVATION INC COM 683344105 BBG001S5THX0 26,345,398 226,199 SH   SOLE   190,850 0 35,349
OPTION CARE HEALTH INC COM NEW 68404L201 BBG001S6X756 122,431,352 3,768,278 SH   SOLE   3,301,888 0 466,390
OVINTIV INC COM 69047Q102 BBG00R2NHQ74 52,385,652 1,376,035 SH   SOLE   1,261,065 0 114,970
PALO ALTO NETWORKS INC COM 697435105 BBG001T9NWN5 94,109,058 368,318 SH   SOLE   272,452 0 95,866
PALOMAR HLDGS INC COM 69753M105 BBG00NLMRYV9 19,962,045 343,936 SH   SOLE   291,699 0 52,237
PAYLOCITY HLDG CORP COM 70438V106 BBG006598YZ0 68,780,974 372,736 SH   SOLE   343,258 0 29,478
PEPSICO INC COM 713448108 BBG001S695T1 9,528,828 51,446 SH   SOLE   36,266 0 15,180
PLANET FITNESS INC CL A 72703H101 BBG009H04M26 31,799,444 471,522 SH   SOLE   397,978 0 73,544
POOL CORP COM 73278L105 BBG001S5VBK4 74,418,864 198,641 SH   SOLE   182,101 0 16,540
PPG INDS INC COM 693506107 BBG001S5VC13 69,175,277 466,455 SH   SOLE   398,644 0 67,811
PRIMERICA INC COM 74164M108 BBG001T5ZSQ6 46,506,824 235,168 SH   SOLE   193,008 0 42,160
PROGRESSIVE CORP COM 743315103 BBG001S5V509 96,696,514 730,502 SH   SOLE   639,722 0 90,780
PTC INC COM 69370C100 BBG001S6DNK6 57,075,819 401,095 SH   SOLE   367,625 0 33,470
PURE STORAGE INC CL A 74624M102 BBG00212PW10 34,191,089 928,601 SH   SOLE   851,157 0 77,444
QUALCOMM INC COM 747525103 BBG001S6VS70 25,633,359 215,334 SH   SOLE   196,229 0 19,105
RANPAK HOLDINGS CORP COM CL A 75321W103 BBG00JRXX6Z8 1,817,944 402,200 SH   SOLE   402,200 0 0
RAYMOND JAMES FINL INC COM 754730109 BBG001S5VQ03 4,160,658 40,095 SH   SOLE   40,095 0 0
RED ROCK RESORTS INC CL A 75700L108 BBG00B6G8068 72,564,481 1,551,186 SH   SOLE   1,420,666 0 130,520
REPLIGEN CORP COM 759916109 BBG001S5VNT9 38,336,367 271,005 SH   SOLE   247,925 0 23,080
ROCKET PHARMACEUTICALS INC COM 77313F106 BBG001T92156 72,640,488 3,655,787 SH   SOLE   3,306,468 0 349,319
ROCKWELL AUTOMATION INC COM 773903109 BBG001S5VRF5 103,537,110 314,273 SH   SOLE   233,479 0 80,794
S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 66,579,155 166,078 SH   SOLE   135,974 0 30,104
SAIA INC COM 78709Y105 BBG001SL4QM4 173,513,186 506,741 SH   SOLE   456,001 0 50,740
SALESFORCE INC COM 79466L302 BBG001SDLP09 135,936,937 643,458 SH   SOLE   560,617 0 82,841
SAMSARA INC COM CL A 79589L106 BBG0099PW5Q0 35,648,527 1,286,486 SH   SOLE   1,106,284 0 180,202
SAREPTA THERAPEUTICS INC COM 803607100 BBG001S6KJC6 65,938,572 575,782 SH   SOLE   478,683 0 97,099
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 BBG00JPGYWV3 24,716,921 549,387 SH   SOLE   463,927 0 85,460
SENTINELONE INC CL A 81730H109 BBG00B6F2F27 26,684,222 1,767,167 SH   SOLE   1,518,707 0 248,460
SERVICENOW INC COM 81762P102 BBG001T4JFC0 174,998,582 311,402 SH   SOLE   272,594 0 38,808
SHIFT4 PMTS INC CL A 82452J109 BBG00TX393M3 45,823,970 674,775 SH   SOLE   573,825 0 100,950
SILGAN HLDGS INC COM 827048109 BBG001S6VPD9 2,863,994 61,079 SH   SOLE   43,389 0 17,690
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 BBG001SP0YQ8 1,700,926 23,670 SH   SOLE   23,670 0 0
SMARTSHEET INC COM CL A 83200N103 BBG00GQK3WC4 99,312,706 2,595,732 SH   SOLE   2,316,212 0 279,520
SPIRIT RLTY CAP INC NEW COM NEW 84860W300 BBG0027Z6XS1 48,703,884 1,236,767 SH   SOLE   1,090,047 0 146,720
SPLUNK INC COM 848637104 BBG001TWMNG3 99,042,143 933,567 SH   SOLE   758,322 0 175,245
STAG INDL INC COM 85254J102 BBG001T9F312 23,463,295 653,938 SH   SOLE   561,390 0 92,548
STEPSTONE GROUP INC COM CL A 85914M107 BBG00WXXV0W0 21,630,648 871,852 SH   SOLE   736,426 0 135,426
SUN CMNTYS INC COM 866674104 BBG001S7HRC0 73,546,564 563,748 SH   SOLE   507,453 0 56,295
TAPESTRY INC COM 876030107 BBG001SFH7D5 128,087,383 2,992,696 SH   SOLE   2,485,906 0 506,790
TARGET CORP COM 87612E106 BBG001SC0K41 6,354,678 48,178 SH   SOLE   33,968 0 14,210
TELEDYNE TECHNOLOGIES INC COM 879360105 BBG001SDK336 2,007,039 4,882 SH   SOLE   4,337 0 545
TENABLE HLDGS INC COM 88025T102 BBG00LBLCDR3 85,667,858 1,967,115 SH   SOLE   1,763,105 0 204,010
TERADYNE INC COM 880770102 BBG001S5WMZ3 54,253,336 487,320 SH   SOLE   440,099 0 47,221
TERRENO RLTY CORP COM 88146M101 BBG001T60PW1 531,284 8,840 SH   SOLE   8,840 0 0
TESLA INC COM 88160R101 BBG001SQKGD7 98,957,960 378,034 SH   SOLE   337,294 0 40,740
TEXAS ROADHOUSE INC COM 882681109 BBG001SLR3C1 129,081,691 1,149,641 SH   SOLE   1,006,641 0 143,000
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 25,363,833 48,613 SH   SOLE   44,481 0 4,132
TIMKEN CO COM 887389104 BBG001S5WQK0 4,376,965 47,820 SH   SOLE   47,820 0 0
TRACTOR SUPPLY CO COM 892356106 BBG001S7K017 5,146,324 23,276 SH   SOLE   16,521 0 6,755
TRANE TECHNOLOGIES PLC SHS G8994E103 BBG001S5SBV6 8,155,709 42,642 SH   SOLE   31,117 0 11,525
TRANSDIGM GROUP INC COM 893641100 BBG001SPV1C1 325,294,461 363,795 SH   SOLE   303,672 0 60,123
TRANSUNION COM 89400J107 BBG002Q7J607 73,996,079 944,671 SH   SOLE   865,921 0 78,750
TRUIST FINL CORP COM 89832Q109 BBG001S5YYC0 659,202 21,720 SH   SOLE   21,720 0 0
UBER TECHNOLOGIES INC COM 90353T100 BBG002B04MW4 68,509,322 1,586,966 SH   SOLE   1,365,391 0 221,575
UNION PAC CORP COM 907818108 BBG001S5X2M0 85,151,999 416,147 SH   SOLE   360,341 0 55,806
UNITED PARCEL SERVICE INC CL B 911312106 BBG001SDGSH1 5,535,778 30,883 SH   SOLE   21,758 0 9,125
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 204,611,812 425,707 SH   SOLE   369,116 0 56,591
UNIVERSAL DISPLAY CORP COM 91347P105 BBG001S5V9H3 30,267,732 210,003 SH   SOLE   177,133 0 32,870
VAIL RESORTS INC COM 91879Q109 BBG001S5TFD6 48,571,608 192,928 SH   SOLE   141,848 0 51,080
VERADIGM INC COM 01988P108 BBG001S7VDS8 28,175,011 2,236,112 SH   SOLE   1,913,492 0 322,620
VISA INC COM CL A 92826C839 BBG001SRCFY3 259,068,357 1,090,906 SH   SOLE   942,872 0 148,034
VISTEON CORP COM NEW 92839U206 BBG001TCM086 85,956,904 598,544 SH   SOLE   529,634 0 68,910
VULCAN MATLS CO COM 929160109 BBG001S5X8R2 72,295,842 320,688 SH   SOLE   238,240 0 82,448
WALMART INC COM 931142103 BBG001S5XH92 62,869,906 399,987 SH   SOLE   333,257 0 66,730
WASTE CONNECTIONS INC COM 94106B101 BBG001SKJ4K1 55,118,100 385,630 SH   SOLE   291,740 0 93,890
WATSCO INC COM 942622200 BBG001S82CQ2 75,921,485 199,023 SH   SOLE   148,345 0 50,678
WESCO INTL INC COM 95082P105 BBG001SCRP78 138,079,800 771,137 SH   SOLE   643,311 0 127,826
WEX INC COM 96208T104 BBG001SCJLG6 27,337,264 150,147 SH   SOLE   126,700 0 23,447
WILLIAMS COS INC COM 969457100 BBG001S5XH10 761,258 23,330 SH   SOLE   23,330 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 BBG00B0FS9V7 129,089,966 2,701,192 SH   SOLE   2,396,648 0 304,544
WINGSTOP INC COM 974155103 BBG008N298X9 61,582,026 307,664 SH   SOLE   262,444 0 45,220
WNS HLDGS LTD SPON ADR 92932M101 BBG001SBK8N7 29,404,770 398,871 SH   SOLE   336,805 0 62,066
WORKDAY INC CL A 98138H101 BBG001T21KQ7 88,949,157 393,772 SH   SOLE   340,842 0 52,930
ZSCALER INC COM 98980G102 BBG003338H61 52,010,083 355,503 SH   SOLE   265,874 0 89,629