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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBVIE INC COM 00287Y109 48,623 449,297 SH   SOLE   449,297 0 0
ACADIA PHARMACEUTICALS INC COM 004225108 40,191 1,557,800 SH   SOLE   1,066,922 0 490,878
ACCELERON PHARMA INC COM 00434H108 132,668 978,306 SH   SOLE   822,791 0 155,515
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 184,083 666,364 SH   SOLE   556,376 0 109,988
ACTIVISION BLIZZARD INC COM 00507V109 910,027 9,785,239 SH   SOLE   8,898,300 0 886,939
ADVANCE AUTO PARTS INC COM 00751Y106 324,948 1,770,929 SH   SOLE   1,588,556 0 182,373
ADVANCED DRAIN SYS INC DEL COM 00790R104 69,025 667,619 SH   SOLE   560,870 0 106,749
ADVANCED MICRO DEVICES INC COM 007903107 933,721 11,894,539 SH   SOLE   10,565,078 0 1,329,461
ADVANCED MICRO DEVICES INC OPTIONS 007903107 71,129 906,100 SH Put SOLE   0 0 0
AFYA LTD CL A COM G01125106 33,897 1,823,386 SH   SOLE   1,562,588 0 260,798
AGILENT TECHNOLOGIES INC COM 00846U101 196,331 1,544,210 SH   SOLE   1,475,849 0 68,361
AGILYSYS INC COM 00847J105 49,191 1,025,670 SH   SOLE   879,072 0 146,598
AIR LEASE CORP CL A 00912X302 219,289 4,475,276 SH   SOLE   4,112,686 0 362,590
AIRBNB INC COM CL A 009066101 306,818 1,632,532 SH   SOLE   1,632,532 0 0
ALASKA AIR GROUP INC COM 011659109 83,096 1,200,640 SH   SOLE   1,200,640 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 785,283 3,463,516 SH   SOLE   3,205,592 0 257,924
ALKERMES PLC SHS G01767105 55,877 2,991,276 SH   SOLE   2,562,252 0 429,024
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 32,218 228,188 SH   SOLE   195,632 0 32,556
ALPHABET INC CAP STK CL A 02079K305 1,918,241 930,047 SH   SOLE   820,336 0 109,711
ALPHABET INC OPTIONS 02079K305 185,627 90,000 SH Call SOLE   0 0 0
ALPHABET INC CAP STK CL C 02079K107 555,961 268,758 SH   SOLE   243,710 0 25,048
ALTAIR ENGR INC COM CL A 021369103 37,357 597,039 SH   SOLE   409,976 0 187,063
ALTRIA GROUP INC COM 02209S103 108,445 2,119,722 SH   SOLE   2,119,722 0 0
AMAZON COM INC COM 023135106 594,370 192,099 SH   SOLE   159,540 0 32,559
AMER SOFTWARE INC CL A 029683109 19,419 938,095 SH   SOLE   642,816 0 295,279
AMERCO COM 023586100 141,850 231,554 SH   SOLE   194,316 0 37,238
AMERICAN EXPRESS CO COM 025816109 828,157 5,855,179 SH   SOLE   5,251,461 0 603,718
AMERISOURCEBERGEN CORP COM 03073E105 72,892 617,358 SH   SOLE   519,380 0 97,978
AMETEK INC COM 031100100 39,087 306,009 SH   SOLE   306,009 0 0
ANALOG DEVICES INC COM 032654105 431,470 2,782,240 SH   SOLE   2,635,838 0 146,402
ANALOG DEVICES INC OPTIONS 032654105 68,189 439,700 SH Call SOLE   0 0 0
ANTHEM INC COM 036752103 1,207,037 3,362,687 SH   SOLE   3,015,487 0 347,200
AON PLC SHS CL A G0403H108 550,376 2,391,795 SH   SOLE   2,099,128 0 292,667
APTIV PLC SHS G6095L109 879,109 6,374,974 SH   SOLE   5,886,382 0 488,592
ARCH CAP GROUP LTD ORD G0450A105 1,368,513 35,666,219 SH   SOLE   33,463,447 0 2,202,772
ARGENX SE SPONSORED ADR 04016X101 790,917 2,871,989 SH   SOLE   2,487,056 0 384,933
ARISTA NETWORKS INC COM 040413106 708,706 2,347,565 SH   SOLE   2,117,869 0 229,696
ARRAY TECHNOLOGIES INC COM SHS 04271T100 37,656 1,262,791 SH   SOLE   1,059,866 0 202,925
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101 779,323 6,046,890 SH   SOLE   5,139,963 0 906,927
ASML HOLDING N V N Y REGISTRY SHS N07059210 267,233 432,864 SH   SOLE   432,864 0 0
ASPIRATIONAL CONSUMER LIFEST COM G05436103 21,630 2,160,853 SH   SOLE   1,665,221 0 495,632
ATLASSIAN CORP PLC CL A G06242104 1,088,491 5,164,599 SH   SOLE   4,694,445 0 470,154
ATRICURE INC COM 04963C209 41,812 638,157 SH   SOLE   437,086 0 201,071
AUTONATION INC COM 05329W102 180,131 1,932,316 SH   SOLE   1,766,989 0 165,327
AVALARA INC COM 05338G106 105,876 793,493 SH   SOLE   666,447 0 127,046
AZUL S A SPONSR ADR PFD 05501U106 1,994 98,777 SH   SOLE   98,777 0 0
BAIDU INC SPON ADR REP A 056752108 12,188 56,022 SH   SOLE   29,376 0 26,646
BALL CORP COM 058498106 202,365 2,388,074 SH   SOLE   2,280,626 0 107,448
BANDWIDTH INC COM CL A 05988J103 15,268 120,464 SH   SOLE   101,011 0 19,453
BANK NEW YORK MELLON CORP COM 064058100 936,117 19,795,245 SH   SOLE   17,754,028 0 2,041,217
BAOZUN INC SPONSORED ADR 06684L103 5,701 149,476 SH   SOLE   77,925 0 71,551
BENTLEY SYS INC COM CL B 08265T208 89,858 1,914,719 SH   SOLE   1,356,232 0 558,487
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 895,482 3,505,235 SH   SOLE   3,231,798 0 273,437
BIGCOMMERCE HLDGS INC COM SER 1 08975P108 149,602 2,588,274 SH   SOLE   2,312,539 0 275,735
BILIBILI INC SPONS ADS REP Z 090040106 310,069 2,896,217 SH   SOLE   2,896,217 0 0
BIOCRYST PHARMACEUTICALS INC COM 09058V103 30,770 3,025,606 SH   SOLE   2,593,332 0 432,274
BIONTECH SE SPONSORED ADS 09075V102 172,767 1,582,256 SH   SOLE   1,511,136 0 71,120
BLACKLINE INC COM 09239B109 281,449 2,596,395 SH   SOLE   2,058,570 0 537,825
BLACKROCK INC COM 09247X101 120,357 159,633 SH   SOLE   159,633 0 0
BLACKSTONE GROUP INC COM 09260D107 133,451 1,790,573 SH   SOLE   1,790,573 0 0
BLOCK H & R INC COM 093671105 61,980 2,843,096 SH   SOLE   2,391,865 0 451,231
BLUEPRINT MEDICINES CORP COM 09627Y109 31,881 327,890 SH   SOLE   224,585 0 103,305
BOEING CO COM 097023105 373 1,463 SH   SOLE   1,463 0 0
BOEING CO OPTIONS 097023105 117,197 460,100 SH Call SOLE   0 0 0
BOOKING HOLDINGS INC COM 09857L108 1,138,199 488,531 SH   SOLE   444,615 0 43,916
BORGWARNER INC COM 099724106 95,188 2,053,224 SH   SOLE   1,727,351 0 325,873
BOSTON BEER INC CL A 100557107 250,117 207,346 SH   SOLE   190,337 0 17,009
BOSTON SCIENTIFIC CORP COM 101137107 897,562 23,222,827 SH   SOLE   20,247,770 0 2,975,057
BRIGHT HORIZONS FAM SOL IN D COM 109194100 166,847 973,150 SH   SOLE   867,032 0 106,118
BTRS HOLDINGS INC COM CL 1 11778X104 23,904 1,651,989 SH   SOLE   1,387,562 0 264,427
BURLINGTON STORES INC COM 122017106 349,315 1,169,060 SH   SOLE   1,047,878 0 121,182
CAE INC COM 124765108 117,979 4,140,310 SH   SOLE   3,552,643 0 587,667
CANADIAN PAC RY LTD COM 13645T100 481,974 1,261,868 SH   SOLE   1,057,407 0 204,461
CARRIER GLOBAL CORPORATION COM 14448C104 57,486 1,361,586 SH   SOLE   932,344 0 429,242
CASEYS GEN STORES INC COM 147528103 121,423 561,651 SH   SOLE   471,860 0 89,791
CATALENT INC COM 148806102 399,014 3,788,949 SH   SOLE   3,618,940 0 170,009
CATERPILLAR INC COM 149123101 602 2,594 SH   SOLE   2,594 0 0
CATERPILLAR INC OPTIONS 149123101 237,875 1,025,900 SH Call SOLE   0 0 0
CDW CORP COM 12514G108 63,875 385,372 SH   SOLE   385,372 0 0
CELANESE CORP DEL COM 150870103 123,298 823,031 SH   SOLE   748,522 0 74,509
CENTENE CORP DEL COM 15135B101 330,260 5,167,575 SH   SOLE   4,566,316 0 601,259
CERIDIAN HCM HLDG INC COM 15677J108 211,590 2,510,857 SH   SOLE   2,284,935 0 225,922
CHECK POINT SOFTWARE TECH LT ORD M22465104 54,243 484,446 SH   SOLE   484,446 0 0
CHEGG INC COM 163092109 693,724 8,098,574 SH   SOLE   7,178,336 0 920,238
CHEWY INC CL A 16679L109 108,587 1,281,866 SH   SOLE   1,224,520 0 57,346
CHINDATA GROUP HLDGS LTD ADS 16955F107 18,964 1,146,544 SH   SOLE   786,671 0 359,873
CHIPOTLE MEXICAN GRILL INC COM 169656105 287,202 202,138 SH   SOLE   193,135 0 9,003
CIGNA CORP NEW COM 125523100 48,285 199,739 SH   SOLE   199,739 0 0
CISCO SYS INC COM 17275R102 99,319 1,920,695 SH   SOLE   1,920,695 0 0
CITIGROUP INC COM NEW 172967424 861,729 11,845,068 SH   SOLE   10,623,139 0 1,221,929
CLARIVATE PLC ORD SHS G21810109 41,457 1,570,942 SH   SOLE   1,075,868 0 495,074
CLOUDFLARE INC CL A COM 18915M107 25,541 363,518 SH   SOLE   363,518 0 0
CLOUDFLARE INC OPTIONS 18915M107 37,259 530,300 SH Put SOLE   0 0 0
CME GROUP INC COM 12572Q105 74,572 365,136 SH   SOLE   365,136 0 0
COGNEX CORP COM 192422103 224,944 2,710,499 SH   SOLE   2,402,204 0 308,295
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 922,510 11,808,879 SH   SOLE   10,586,551 0 1,222,328
COLFAX CORP COM 194014106 107,481 2,453,342 SH   SOLE   1,932,031 0 521,311
COMCAST CORP NEW CL A 20030N101 141,239 2,610,210 SH   SOLE   2,610,210 0 0
COMPUGEN LTD ORD M25722105 6,492 755,784 SH   SOLE   645,685 0 110,099
COPA HOLDINGS SA CL A P31076105 4,935 61,089 SH   SOLE   32,035 0 29,054
CORNERSTONE BLDG BRANDS INC COM 21925D109 4,979 354,855 SH   SOLE   243,176 0 111,679
CORTEVA INC COM 22052L104 86,702 1,859,754 SH   SOLE   1,564,605 0 295,149
COUPA SOFTWARE INC COM 22266L106 262,387 1,031,072 SH   SOLE   941,220 0 89,852
COUPANG INC CL A 22266T109 31,710 642,559 SH   SOLE   523,382 0 119,177
CREDICORP LTD COM G2519Y108 6,543 47,912 SH   SOLE   25,409 0 22,503
CREE INC COM 225447101 196,937 1,821,302 SH   SOLE   1,504,506 0 316,796
CYBERARK SOFTWARE LTD SHS M2682V108 56,249 434,890 SH   SOLE   372,728 0 62,162
DANAHER CORPORATION COM 235851102 733,590 3,259,241 SH   SOLE   2,963,893 0 295,348
DARDEN RESTAURANTS INC COM 237194105 36,183 254,813 SH   SOLE   254,813 0 0
DATADOG INC CL A COM 23804L103 264,323 3,171,627 SH   SOLE   2,883,617 0 288,010
DENALI THERAPEUTICS INC COM 24823R105 32,311 565,866 SH   SOLE   474,763 0 91,103
DENTSPLY SIRONA INC COM 24906P109 951,448 14,910,643 SH   SOLE   13,278,332 0 1,632,311
DESCARTES SYS GROUP INC COM 249906108 57,540 943,135 SH   SOLE   807,635 0 135,500
DESPEGAR COM CORP ORD SHS G27358103 886 64,988 SH   SOLE   64,988 0 0
DEXCOM INC COM 252131107 707,218 1,967,829 SH   SOLE   1,804,683 0 163,146
DISNEY WALT CO COM 254687106 72,758 394,312 SH   SOLE   302,679 0 91,633
DISNEY WALT CO OPTIONS 254687106 133,500 723,500 SH Call SOLE   0 0 0
DISNEY WALT CO OPTIONS 254687106 61,722 334,500 SH Put SOLE   0 0 0
DMY TECHNOLOGY GROUP INC II COM CL A 233277102 11,739 798,001 SH   SOLE   670,977 0 127,024
DRAFTKINGS INC COM CL A 26142R104 50,365 821,213 SH   SOLE   784,199 0 37,014
ELECTRONIC ARTS INC COM 285512109 115,549 853,581 SH   SOLE   786,442 0 67,139
EOG RES INC COM 26875P101 84,706 1,167,871 SH   SOLE   1,167,871 0 0
EQUITY COMWLTH COM SH BEN INT 294628102 54,028 1,943,441 SH   SOLE   1,633,189 0 310,252
ESTABLISHMENT LABS HLDGS INC COM G31249108 23,464 375,242 SH   SOLE   318,155 0 57,087
EVO PMTS INC CL A COM 26927E104 93,353 3,392,199 SH   SOLE   2,849,469 0 542,730
EXACT SCIENCES CORP COM 30063P105 356,026 2,701,669 SH   SOLE   2,580,396 0 121,273
EXPEDIA GROUP INC COM NEW 30212P303 995,467 5,783,562 SH   SOLE   5,138,893 0 644,669
EXPEDITORS INTL WASH INC COM 302130109 81,004 752,200 SH   SOLE   631,234 0 120,966
EZCORP INC NOTE 2.375% 5/0 302301AE6 809 1,000,000 SH   SOLE   0 0 1,000,000
EZCORP INC NOTE 2.875% 7/0 302301AF3 858 936,000 SH   SOLE   0 0 936,000
FABRINET SHS G3323L100 85,291 943,591 SH   SOLE   808,691 0 134,900
FACEBOOK INC CL A 30303M102 1,030,281 3,498,052 SH   SOLE   3,173,268 0 324,784
FACEBOOK INC OPTIONS 30303M102 163,935 556,600 SH Call SOLE   0 0 0
FARFETCH LTD ORD SH CL A 30744W107 251,804 4,749,224 SH   SOLE   4,749,224 0 0
FEDEX CORP COM 31428X106 477,369 1,680,640 SH   SOLE   1,558,318 0 122,322
FIDELITY NATL INFORMATION SV COM 31620M106 1,059,565 7,535,490 SH   SOLE   6,952,009 0 583,481
FIFTH THIRD BANCORP COM 316773100 77,422 2,067,354 SH   SOLE   1,733,685 0 333,669
FIRST REP BK SAN FRANCISCO C COM 33616C100 255,564 1,532,619 SH   SOLE   1,293,965 0 238,654
FLEXION THERAPEUTICS INC COM 33938J106 28,139 3,144,016 SH   SOLE   2,696,182 0 447,834
FLOOR & DECOR HLDGS INC CL A 339750101 91,096 954,081 SH   SOLE   801,319 0 152,762
FORTIVE CORP COM 34959J108 1,004,520 14,220,269 SH   SOLE   13,444,348 0 775,921
GENERAC HLDGS INC COM 368736104 321,458 981,701 SH   SOLE   937,522 0 44,179
GENMAB A/S SPONSORED ADS 372303206 108,805 3,314,182 SH   SOLE   2,927,461 0 386,721
GENTEX CORP COM 371901109 96,965 2,718,397 SH   SOLE   2,282,370 0 436,027
GLAUKOS CORP COM 377322102 194,210 2,313,954 SH   SOLE   1,956,124 0 357,830
GLOBAL BLOOD THERAPEUTICS IN COM 37890U108 47,998 1,177,874 SH   SOLE   1,009,500 0 168,374
GLOBAL PMTS INC COM 37940X102 929,570 4,611,418 SH   SOLE   4,155,877 0 455,541
GLOBANT S A COM L44385109 6,571 31,649 SH   SOLE   16,600 0 15,049
GLOBE LIFE INC COM 37959E102 103,002 1,065,945 SH   SOLE   896,769 0 169,176
GOLDMAN SACHS GROUP INC COM 38141G104 127,237 389,105 SH   SOLE   389,105 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 120,524 1,185,906 SH   SOLE   996,006 0 189,900
HALOZYME THERAPEUTICS INC COM 40637H109 436,418 10,468,159 SH   SOLE   8,475,007 0 1,993,152
HARLEY DAVIDSON INC COM 412822108 379 9,460 SH   SOLE   9,460 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 271,147 3,490,111 SH   SOLE   3,490,111 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 99,634 823,964 SH   SOLE   823,964 0 0
HORIZON THERAPEUTICS PUB L SHS G46188101 44,776 486,486 SH   SOLE   333,210 0 153,276
HUBSPOT INC COM 443573100 846,592 1,863,878 SH   SOLE   1,701,235 0 162,643
I MAB SPONSORED ADS 44975P103 42,551 877,891 SH   SOLE   753,275 0 124,616
IAC INTERACTIVECORP NEW COM 44891N109 105,500 487,727 SH   SOLE   409,743 0 77,984
ICICI BANK LIMITED ADR 45104G104 11,504 717,653 SH   SOLE   273,124 0 444,529
ICLICK INTERACTIVE ASIA GROU SPONSORED ADR 45113Y104 10,771 915,121 SH   SOLE   627,102 0 288,019
IDEX CORP COM 45167R104 147,599 705,137 SH   SOLE   673,318 0 31,819
IHS MARKIT LTD SHS G47567105 931,216 9,621,992 SH   SOLE   8,673,689 0 948,303
IMPERIAL OIL LTD COM NEW 453038408 769,509 31,768,780 SH   SOLE   29,452,346 0 2,316,434
INGERSOLL RAND INC COM 45687V106 568,161 11,545,633 SH   SOLE   10,025,275 0 1,520,358
INSMED INC COM PAR $.01 457669307 60,406 1,773,502 SH   SOLE   1,422,974 0 350,528
INSPIRE MED SYS INC COM 457730109 38,602 186,494 SH   SOLE   160,059 0 26,435
INTERSECT ENT INC COM 46071F103 78,679 3,768,171 SH   SOLE   3,229,831 0 538,340
INVITAE CORP COM 46185L103 34,921 913,927 SH   SOLE   766,037 0 147,890
IOVANCE BIOTHERAPEUTICS INC COM 462260100 94,445 2,983,114 SH   SOLE   2,494,782 0 488,332
IPG PHOTONICS CORP COM 44980X109 188,082 891,635 SH   SOLE   791,185 0 100,450
IRHYTHM TECHNOLOGIES INC COM 450056106 107,797 776,301 SH   SOLE   682,381 0 93,920
ISHARES TR INDIA 50 ETF 464289529 25,177 561,101 SH   SOLE   210,887 0 350,214
JFROG LTD ORD SHS M6191J100 153,848 3,467,398 SH   SOLE   3,132,986 0 334,412
JOHN BEAN TECHNOLOGIES CORP COM 477839104 55,066 412,971 SH   SOLE   347,410 0 65,561
JOHNSON CTLS INTL PLC SHS G51502105 93,265 1,563,013 SH   SOLE   1,070,635 0 492,378
JONES LANG LASALLE INC COM 48020Q107 54,929 306,798 SH   SOLE   258,110 0 48,688
JPMORGAN CHASE & CO COM 46625H100 37,222 244,510 SH   SOLE   244,510 0 0
JPMORGAN CHASE & CO OPTIONS 46625H100 137,799 905,200 SH Call SOLE   0 0 0
KE HLDGS INC SPONSORED ADS 482497104 181,390 3,183,397 SH   SOLE   3,183,397 0 0
KINGSOFT CLOUD HLDGS LTD ADS 49639K101 5,135 130,599 SH   SOLE   68,652 0 61,947
KIRBY CORP COM 497266106 61,588 1,021,694 SH   SOLE   859,540 0 162,154
KORNIT DIGITAL LTD SHS M6372Q113 176,322 1,778,877 SH   SOLE   1,526,576 0 252,301
KROGER CO COM 501044101 66,397 1,844,883 SH   SOLE   1,546,203 0 298,680
LAMAR ADVERTISING CO NEW CL A 512816109 99,349 1,057,803 SH   SOLE   885,297 0 172,506
LANTHEUS HLDGS INC COM 516544103 22,614 1,058,207 SH   SOLE   907,996 0 150,211
LATTICE SEMICONDUCTOR CORP COM 518415104 476,243 10,578,483 SH   SOLE   9,151,056 0 1,427,427
LAUDER ESTEE COS INC CL A 518439104 250,862 862,514 SH   SOLE   862,514 0 0
LEGEND BIOTECH CORP SPONSORED ADS 52490G102 24,523 845,048 SH   SOLE   725,330 0 119,718
LIBERTY BROADBAND CORP COM SER C 530307305 35,618 237,213 SH   SOLE   199,565 0 37,648
LIBERTY MEDIA CORP DEL COM A SIRIUSXM 531229409 39,009 884,954 SH   SOLE   742,520 0 142,434
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607 38,797 879,545 SH   SOLE   737,982 0 141,563
LINDE PLC SHS G5494J103 79,900 285,213 SH   SOLE   285,213 0 0
LIONS GATE ENTMNT CORP CL A VTG 535919401 16,306 1,090,726 SH   SOLE   919,034 0 171,692
LIONS GATE ENTMNT CORP CL B NON VTG 535919500 29,362 2,276,128 SH   SOLE   1,914,881 0 361,247
LIVEPERSON INC COM 538146101 175,535 3,328,313 SH   SOLE   2,795,362 0 532,951
LIVERAMP HLDGS INC COM 53815P108 85,675 1,651,407 SH   SOLE   1,386,947 0 264,460
LOWES COS INC COM 548661107 759,063 3,991,286 SH   SOLE   3,629,616 0 361,670
LULULEMON ATHLETICA INC COM 550021109 202,758 661,073 SH   SOLE   601,275 0 59,798
LUXFER HOLDINGS PLC SHS G5698W116 469 22,016 SH   SOLE   22,016 0 0
LYFT INC CL A COM 55087P104 213,626 3,381,230 SH   SOLE   3,229,660 0 151,570
M & T BK CORP COM 55261F104 74,182 489,294 SH   SOLE   410,571 0 78,723
MADRIGAL PHARMACEUTICALS INC COM 558868105 25,081 214,425 SH   SOLE   183,726 0 30,699
MARRIOTT INTL INC NEW CL A 571903202 190,711 1,287,632 SH   SOLE   1,188,081 0 99,551
MARSH & MCLENNAN COS INC COM 571748102 609,539 5,004,425 SH   SOLE   4,484,441 0 519,984
MARTIN MARIETTA MATLS INC COM 573284106 113,608 338,300 SH   SOLE   338,300 0 0
MASTERCARD INCORPORATED CL A 57636Q104 41,191 115,688 SH   SOLE   79,320 0 36,368
MATCH GROUP INC NEW COM 57667L107 409,721 2,982,393 SH   SOLE   2,848,417 0 133,976
MEDTRONIC PLC SHS G5960L103 81,820 692,627 SH   SOLE   692,627 0 0
MERCADOLIBRE INC COM 58733R102 579,799 393,848 SH   SOLE   376,640 0 17,208
MERCK & CO. INC COM 58933Y105 74,767 969,865 SH   SOLE   969,865 0 0
MICRON TECHNOLOGY INC COM 595112103 45,237 512,829 SH   SOLE   432,445 0 80,384
MICRON TECHNOLOGY INC OPTIONS 595112103 134,273 1,522,200 SH Call SOLE   0 0 0
MICROSOFT CORP COM 594918104 952,654 4,040,608 SH   SOLE   3,656,495 0 384,113
MICROSOFT CORP OPTIONS 594918104 167,868 712,000 SH Put SOLE   0 0 0
MODEL N INC COM 607525102 98,117 2,785,037 SH   SOLE   2,387,003 0 398,034
MOELIS & CO CL A 60786M105 98,286 1,790,924 SH   SOLE   1,507,059 0 283,865
MONOLITHIC PWR SYS INC COM 609839105 163,537 463,003 SH   SOLE   388,862 0 74,141
MORGAN STANLEY COM NEW 617446448 128,340 1,652,588 SH   SOLE   1,652,588 0 0
MORNINGSTAR INC COM 617700109 89,612 398,206 SH   SOLE   297,580 0 100,626
MSCI INC COM 55354G100 293,187 699,264 SH   SOLE   667,860 0 31,404
NASDAQ INC COM 631103108 275,989 1,871,618 SH   SOLE   1,687,158 0 184,460
NEOGENOMICS INC COM NEW 64049M209 234,028 4,852,328 SH   SOLE   4,062,592 0 789,736
NETAPP INC COM 64110D104 71,573 984,903 SH   SOLE   828,783 0 156,120
NETFLIX INC COM 64110L106 778,999 1,493,307 SH   SOLE   1,402,798 0 90,509
NEW YORK TIMES CO CL A 650111107 422,820 8,352,825 SH   SOLE   7,427,286 0 925,539
NEWS CORP NEW CL A 65249B109 111,174 4,371,778 SH   SOLE   3,677,929 0 693,849
NEXTERA ENERGY INC COM 65339F101 804,565 10,640,983 SH   SOLE   9,676,727 0 964,256
NICE LTD SPONSORED ADR 653656108 828,109 3,799,186 SH   SOLE   3,149,510 0 649,676
NOAH HLDGS LTD SPON ADS CL A 65487X102 10,426 234,825 SH   SOLE   124,190 0 110,635
NORFOLK SOUTHN CORP COM 655844108 138,619 516,232 SH   SOLE   516,232 0 0
NORTHERN TR CORP COM 665859104 79,589 757,200 SH   SOLE   637,032 0 120,168
NORTHROP GRUMMAN CORP COM 666807102 85,490 264,151 SH   SOLE   264,151 0 0
NOVANTA INC COM 67000B104 169,134 1,282,386 SH   SOLE   983,524 0 298,862
NOVARTIS AG SPONSORED ADR 66987V109 647 7,563 SH   SOLE   7,563 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 126,639 2,901,898 SH   SOLE   2,771,962 0 129,936
NVENT ELECTRIC PLC SHS G6700G107 86,858 3,112,090 SH   SOLE   2,618,190 0 493,900
NVIDIA CORPORATION COM 67066G104 409,767 767,455 SH   SOLE   767,455 0 0
NXP SEMICONDUCTORS N V COM N6596X109 812,266 4,034,300 SH   SOLE   3,661,992 0 372,308
OGE ENERGY CORP COM 670837103 85,052 2,628,296 SH   SOLE   2,202,784 0 425,512
OKTA INC CL A 679295105 102,838 466,533 SH   SOLE   445,619 0 20,914
OLD DOMINION FREIGHT LINE IN COM 679580100 61,640 256,397 SH   SOLE   256,397 0 0
OMNICOM GROUP INC COM 681919106 74,853 1,009,479 SH   SOLE   849,264 0 160,215
ONE COM CL A G7000X105 8,847 763,284 SH   SOLE   559,151 0 204,133
OPTIMIZERX CORP COM NEW 68401U204 37,653 772,373 SH   SOLE   648,806 0 123,567
ORACLE CORP COM 68389X105 70,860 1,009,834 SH   SOLE   1,009,834 0 0
ORCHARD THERAPEUTICS PLC ADS 68570P101 77,274 10,643,790 SH   SOLE   8,448,451 0 2,195,339
OTIS WORLDWIDE CORP COM 68902V107 76,461 1,117,034 SH   SOLE   1,004,129 0 112,905
OZON HLDGS PLC SPONSORED ADS 69269L104 4,924 87,826 SH   SOLE   45,930 0 41,896
PAGSEGURO DIGITAL LTD COM CL A G68707101 165,468 3,573,830 SH   SOLE   3,413,286 0 160,544
PAPA JOHNS INTL INC COM 698813102 71,031 801,342 SH   SOLE   673,001 0 128,341
PAYPAL HLDGS INC COM 70450Y103 2,693 11,088 SH   SOLE   7,612 0 3,476
PELOTON INTERACTIVE INC CL A COM 70614W100 202,091 1,797,322 SH   SOLE   1,716,427 0 80,895
PHILIP MORRIS INTL INC COM 718172109 104,608 1,178,812 SH   SOLE   1,178,812 0 0
PINDUODUO INC SPONSORED ADS 722304102 914 6,830 SH   SOLE   6,830 0 0
PROGRESSIVE CORP COM 743315103 599,721 6,272,572 SH   SOLE   5,577,109 0 695,463
PROTARA THERAPEUTICS INC COM STK 74365U107 5,980 379,946 SH   SOLE   324,079 0 55,867
PS BUSINESS PKS INC CALIF COM 69360J107 41,843 270,688 SH   SOLE   229,072 0 41,616
PUBLIC STORAGE COM 74460D109 43,544 176,464 SH   SOLE   148,461 0 28,003
Q2 HLDGS INC COM 74736L109 216,178 2,157,470 SH   SOLE   1,812,039 0 345,431
QUOTIENT LTD SHS G73268107 12,128 3,295,543 SH   SOLE   2,828,791 0 466,752
RADIUS HEALTH INC COM NEW 750469207 33,625 1,611,946 SH   SOLE   1,353,722 0 258,224
RADWARE LTD ORD M81873107 83,095 3,186,164 SH   SOLE   2,734,170 0 451,994
RAYTHEON TECHNOLOGIES CORP COM 75513E101 93,777 1,213,632 SH   SOLE   1,213,632 0 0
REATA PHARMACEUTICALS INC CL A 75615P103 10,932 109,653 SH   SOLE   93,626 0 16,027
REPLIGEN CORP COM 759916109 33,503 172,333 SH   SOLE   145,364 0 26,969
RLX TECHNOLOGY INC SPONSORED ADS 74969N103 17,287 1,668,650 SH   SOLE   1,405,377 0 263,273
ROKU INC COM CL A 77543R102 224,807 690,080 SH   SOLE   659,158 0 30,922
S&P GLOBAL INC COM 78409V104 199,953 566,649 SH   SOLE   515,296 0 51,353
SAGE THERAPEUTICS INC COM 78667J108 116,884 1,561,573 SH   SOLE   1,442,598 0 118,975
SCHLUMBERGER LTD COM 806857108 81,038 2,980,442 SH   SOLE   2,980,442 0 0
SCHWAB CHARLES CORP COM 808513105 491,462 7,540,076 SH   SOLE   6,856,640 0 683,436
SEA LTD SPONSORD ADS 81141R100 613,371 2,747,710 SH   SOLE   2,732,367 0 15,343
SEER INC COM CL A 81578P106 33,732 674,366 SH   SOLE   566,379 0 107,987
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 58,633 1,685,814 SH   SOLE   1,416,259 0 269,555
SHOCKWAVE MED INC COM 82489T104 113,441 870,878 SH   SOLE   727,767 0 143,111
SHOPIFY INC CL A 82509L107 337,256 304,795 SH   SOLE   277,225 0 27,570
SKYWORKS SOLUTIONS INC COM 83088M102 332,088 1,809,943 SH   SOLE   1,602,751 0 207,192
SMARTSHEET INC COM CL A 83200N103 48,197 754,024 SH   SOLE   633,268 0 120,756
SOUTHWEST AIRLS CO COM 844741108 568,168 9,305,084 SH   SOLE   8,337,854 0 967,230
STAAR SURGICAL CO COM PAR $0.01 852312305 50,406 478,189 SH   SOLE   409,833 0 68,356
STARBUCKS CORP COM 855244109 353,249 3,232,812 SH   SOLE   2,939,933 0 292,879
STONECO LTD COM CL A G85158106 216,362 3,534,169 SH   SOLE   3,534,169 0 0
STORE CAP CORP COM 862121100 38,266 1,142,278 SH   SOLE   960,992 0 181,286
SUNCOR ENERGY INC NEW COM 867224107 458,681 21,942,315 SH   SOLE   20,629,112 0 1,313,203
SVB FINANCIAL GROUP COM 78486Q101 296,777 601,177 SH   SOLE   548,983 0 52,194
SVMK INC COM 78489X103 27,188 1,484,078 SH   SOLE   1,016,858 0 467,220
SYNCHRONY FINANCIAL COM 87165B103 203,035 4,993,487 SH   SOLE   4,595,116 0 398,371
SYNOPSYS INC COM 871607107 279,652 1,128,629 SH   SOLE   1,016,444 0 112,185
SYSCO CORP COM 871829107 62,135 789,119 SH   SOLE   663,882 0 125,237
T-MOBILE US INC COM 872590104 56,344 449,708 SH   SOLE   308,332 0 141,376
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 131,707 1,113,521 SH   SOLE   1,031,553 0 81,968
TAIWAN SEMICONDUCTOR MFG LTD OPTIONS 874039100 100,574 850,300 SH Put SOLE   0 0 0
TAL EDUCATION GROUP SPONSORED ADS 874080104 291,377 5,410,900 SH   SOLE   5,410,900 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 289,261 699,290 SH   SOLE   588,534 0 110,756
TELEFONICA BRASIL SA NEW ADR 87936R205 660,226 83,891,508 SH   SOLE   77,063,822 0 6,827,686
TENARIS S A SPONSORED ADS 88031M109 71,887 3,168,238 SH   SOLE   2,978,445 0 189,793
THOR INDS INC COM 885160101 97,461 723,324 SH   SOLE   607,305 0 116,019
THREDUP INC CL A 88556E102 17,998 771,454 SH   SOLE   648,992 0 122,462
TJX COS INC NEW COM 872540109 380,080 5,745,724 SH   SOLE   5,225,512 0 520,212
TJX COS INC NEW OPTIONS 872540109 131,076 1,981,500 SH Call SOLE   0 0 0
TRADEWEB MKTS INC CL A 892672106 319,047 4,311,447 SH   SOLE   3,886,129 0 425,318
TRANSDIGM GROUP INC COM 893641100 23,201 39,463 SH   SOLE   39,463 0 0
TRANSDIGM GROUP INC OPTIONS 893641100 96,007 163,300 SH Call SOLE   0 0 0
TRANSUNION COM 89400J107 172,267 1,914,076 SH   SOLE   1,828,065 0 86,011
TREX CO INC COM 89531P105 40,297 440,216 SH   SOLE   370,292 0 69,924
TRIMBLE INC COM 896239100 340,386 4,375,708 SH   SOLE   4,178,212 0 197,496
TRIP COM GROUP LTD ADS 89677Q107 10,015 252,711 SH   SOLE   132,981 0 119,730
TWIST BIOSCIENCE CORP COM 90184D100 12,130 97,931 SH   SOLE   82,383 0 15,548
TYLER TECHNOLOGIES INC COM 902252105 289,050 680,871 SH   SOLE   619,210 0 61,661
TYSON FOODS INC CL A 902494103 87,285 1,174,769 SH   SOLE   984,578 0 190,191
UBER TECHNOLOGIES INC COM 90353T100 749,934 13,757,726 SH   SOLE   13,173,281 0 584,445
ULTA BEAUTY INC COM 90384S303 172,032 556,431 SH   SOLE   533,631 0 22,800
UNION PAC CORP COM 907818108 101,357 459,855 SH   SOLE   459,855 0 0
UNION PAC CORP OPTIONS 907818108 150,033 680,700 SH Call SOLE   0 0 0
UNIQURE NV SHS N90064101 12,525 371,774 SH   SOLE   251,850 0 119,924
UNITY SOFTWARE INC COM 91332U101 406,631 4,053,746 SH   SOLE   4,053,746 0 0
VAIL RESORTS INC COM 91879Q109 78,646 269,651 SH   SOLE   226,858 0 42,793
VALMONT INDS INC COM 920253101 135,442 569,875 SH   SOLE   417,706 0 152,169
VAPOTHERM INC COM 922107107 52,242 2,174,944 SH   SOLE   1,816,347 0 358,597
VEEVA SYS INC CL A COM 922475108 1,657,512 6,344,787 SH   SOLE   5,887,353 0 457,434
VERACYTE INC COM 92337F107 252,178 4,691,688 SH   SOLE   3,841,626 0 850,062
VERICEL CORP COM 92346J108 53,242 958,446 SH   SOLE   804,962 0 153,484
VERTIV HOLDINGS CO COM CL A 92537N108 84,822 4,241,087 SH   SOLE   2,904,878 0 1,336,209
VESPER HEALTHCARE ACQSTN COR COM CL A 92538T104 8,594 795,771 SH   SOLE   540,387 0 255,384
VIEWRAY INC COM 92672L107 90,187 20,732,736 SH   SOLE   16,587,807 0 4,144,929
VISA INC COM CL A 92826C839 684,582 3,233,277 SH   SOLE   3,138,600 0 94,677
VULCAN MATLS CO COM 929160109 77,151 457,193 SH   SOLE   457,193 0 0
WAYFAIR INC CL A 94419L101 296,169 940,965 SH   SOLE   898,713 0 42,252
WEST PHARMACEUTICAL SVSC INC COM 955306105 352,281 1,250,199 SH   SOLE   1,191,525 0 58,674
WESTERN DIGITAL CORP. COM 958102105 8,235 123,363 SH   SOLE   123,363 0 0
WESTERN DIGITAL CORP. OPTIONS 958102105 97,355 1,458,500 SH Call SOLE   0 0 0
WHITE MTNS INS GROUP LTD COM G9618E107 59,045 52,960 SH   SOLE   49,845 0 3,115
WINGSTOP INC COM 974155103 95,125 748,018 SH   SOLE   628,229 0 119,789
WNS HLDGS LTD SPON ADR 92932M101 74,151 1,023,617 SH   SOLE   877,224 0 146,393
XPENG INC ADS 98422D105 2,447 67,025 SH   SOLE   67,025 0 0
Y-MABS THERAPEUTICS INC COM 984241109 39,853 1,317,900 SH   SOLE   1,106,873 0 211,027
YANDEX N V SHS CLASS A N97284108 99,476 1,552,853 SH   SOLE   1,503,724 0 49,129
YETI HLDGS INC COM 98585X104 177,736 2,461,369 SH   SOLE   2,207,496 0 253,873
ZAI LAB LTD ADR 98887Q104 35,104 263,092 SH   SOLE   216,044 0 47,048
ZHIHU INC ADS 98955N108 1,622 200,000 SH   SOLE   200,000 0 0
ZOGENIX INC COM NEW 98978L204 25,546 1,308,724 SH   SOLE   1,121,640 0 187,084
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 259,872 808,838 SH   SOLE   735,549 0 73,289
ZOOMINFO TECHNOLOGIES INC COM CL A 98980F104 76,548 1,565,402 SH   SOLE   1,495,100 0 70,302
ZSCALER INC COM 98980G102 271,172 1,579,612 SH   SOLE   1,448,455 0 131,157
ZYNGA INC CL A 98986T108 843,913 82,655,497 SH   SOLE   73,169,692 0 9,485,805