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
2U INC COM 90214J101 13,202 657,808 SH   SOLE   570,445 0 87,363
ACADIA PHARMACEUTICALS INC COM 004225108 32,556 1,394,839 SH   SOLE   1,007,567 0 387,272
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 593,564 1,431,827 SH   SOLE   1,308,295 0 123,532
ADVANCE AUTO PARTS INC COM 00751Y106 407,248 1,697,715 SH   SOLE   1,503,637 0 194,078
ADVANCED DRAIN SYS INC DEL COM 00790R104 265,830 1,952,763 SH   SOLE   1,793,807 0 158,956
ADVANCED MICRO DEVICES INC COM 007903107 1,688,344 11,732,758 SH   SOLE   9,887,504 0 1,845,254
ADVANCED MICRO DEVICES INC OPTIONS 007903107 81,217 564,400 SH Call SOLE   0 0 0
AFYA LTD CL A COM G01125106 30,316 1,929,748 SH   SOLE   1,602,968 0 326,780
AGILENT TECHNOLOGIES INC COM 00846U101 245,226 1,536,024 SH   SOLE   1,458,138 0 77,886
AGILYSYS INC COM 00847J105 62,805 1,412,608 SH   SOLE   1,168,685 0 243,923
AIR LEASE CORP CL A 00912X302 190,329 4,303,170 SH   SOLE   3,922,051 0 381,119
AIRBNB INC COM CL A 009066101 908,429 5,456,356 SH   SOLE   5,090,073 0 366,283
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 371,271 3,125,440 SH   SOLE   2,891,852 0 233,588
ALKERMES PLC SHS G01767105 52,585 2,260,732 SH   SOLE   1,869,986 0 390,746
ALLEGHANY CORP MD COM 017175100 6,171 9,243 SH   SOLE   9,243 0 0
ALLEGRO MICROSYSTEMS INC COM 01749D105 95,090 2,628,245 SH   SOLE   2,085,410 0 542,835
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 40,553 239,136 SH   SOLE   198,280 0 40,856
ALPHABET INC CAP STK CL A 02079K305 2,483,966 857,415 SH   SOLE   735,890 0 121,525
ALPHABET INC CAP STK CL C 02079K107 471,259 162,863 SH   SOLE   146,552 0 16,311
ALTAIR ENGR INC COM CL A 021369103 69,429 897,940 SH   SOLE   649,100 0 248,840
ALTRIA GROUP INC COM 02209S103 97,107 2,049,098 SH   SOLE   2,049,098 0 0
AMAZON COM INC COM 023135106 716,003 214,736 SH   SOLE   177,897 0 36,839
AMBARELLA INC SHS G037AX101 29,498 145,388 SH   SOLE   125,895 0 19,493
AMER SOFTWARE INC CL A 029683109 47,979 1,833,375 SH   SOLE   1,325,283 0 508,092
AMERCO COM 023586100 160,890 221,541 SH   SOLE   182,412 0 39,129
AMERICAN EXPRESS CO COM 025816109 800,731 4,894,441 SH   SOLE   4,322,934 0 571,507
AMERISOURCEBERGEN CORP COM 03073E105 78,791 592,904 SH   SOLE   488,181 0 104,723
ANALOG DEVICES INC COM 032654105 425,414 2,420,286 SH   SOLE   2,251,510 0 168,776
ANALOG DEVICES INC OPTIONS 032654105 201,485 1,146,300 SH Put SOLE   0 0 0
ANTHEM INC COM 036752103 1,564,583 3,375,293 SH   SOLE   2,980,119 0 395,174
AON PLC SHS CL A G0403H108 702,791 2,338,273 SH   SOLE   2,030,675 0 307,598
APTIV PLC SHS G6095L109 1,169,215 7,088,302 SH   SOLE   6,280,702 0 807,600
ARCH CAP GROUP LTD ORD G0450A105 1,630,636 36,684,714 SH   SOLE   34,763,544 0 1,921,170
ARGENX SE SPONSORED ADR 04016X101 1,113,837 3,180,665 SH   SOLE   2,714,431 0 466,234
ARISTA NETWORKS INC COM 040413106 797,139 5,545,315 SH   SOLE   4,896,960 0 648,355
ARRAY TECHNOLOGIES INC COM SHS 04271T100 25,391 1,618,305 SH   SOLE   1,401,332 0 216,973
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101 1,068,227 7,940,434 SH   SOLE   6,830,520 0 1,109,914
ASML HOLDING N V N Y REGISTRY SHS N07059210 264,529 332,265 SH   SOLE   332,265 0 0
ATLASSIAN CORP PLC CL A G06242104 1,482,055 3,886,949 SH   SOLE   3,439,250 0 447,699
AUTODESK INC COM 052769106 28,170 100,180 SH   SOLE   72,446 0 27,734
AUTONATION INC COM 05329W102 217,069 1,857,674 SH   SOLE   1,683,925 0 173,749
AVALARA INC COM 05338G106 92,288 714,798 SH   SOLE   618,798 0 96,000
AVID BIOSERVICES INC COM 05368M106 30,799 1,055,475 SH   SOLE   914,253 0 141,222
AXALTA COATING SYS LTD COM G0750C108 22,814 688,832 SH   SOLE   688,832 0 0
AZENTA INC COM 114340102 264,023 2,560,593 SH   SOLE   2,317,600 0 242,993
BALL CORP COM 058498106 217,929 2,263,723 SH   SOLE   2,149,534 0 114,189
BANDWIDTH INC COM CL A 05988J103 23,483 327,248 SH   SOLE   283,812 0 43,436
BANK NEW YORK MELLON CORP COM 064058100 1,102,577 18,983,758 SH   SOLE   16,765,803 0 2,217,955
BAOZUN INC SPONSORED ADR 06684L103 3,049 219,358 SH   SOLE   139,441 0 79,917
BENTLEY SYS INC COM CL B 08265T208 88,007 1,820,955 SH   SOLE   1,371,362 0 449,593
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,018,651 3,406,860 SH   SOLE   3,082,767 0 324,093
BIGCOMMERCE HLDGS INC COM SER 1 08975P108 176,644 4,994,187 SH   SOLE   4,589,803 0 404,384
BILIBILI INC SPONS ADS REP Z 090040106 288,465 6,216,908 SH   SOLE   6,216,908 0 0
BILL COM HLDGS INC COM 090043100 176,047 706,590 SH   SOLE   670,587 0 36,003
BIOCRYST PHARMACEUTICALS INC COM 09058V103 39,351 2,841,230 SH   SOLE   2,352,227 0 489,003
BIONTECH SE SPONSORED ADS 09075V102 107,915 418,599 SH   SOLE   397,241 0 21,358
BLACKLINE INC COM 09239B109 247,135 2,386,857 SH   SOLE   1,968,028 0 418,829
BLACKROCK INC COM 09247X101 148,138 161,800 SH   SOLE   161,202 0 598
BLACKSTONE INC COM 09260D107 92,365 713,851 SH   SOLE   713,851 0 0
BLOCK H & R INC COM 093671105 64,334 2,730,656 SH   SOLE   2,248,341 0 482,315
BOOKING HOLDINGS INC COM 09857L108 456,331 190,199 SH   SOLE   171,519 0 18,680
BORGWARNER INC COM 099724106 88,881 1,972,061 SH   SOLE   1,623,742 0 348,319
BOSTON SCIENTIFIC CORP COM 101137107 883,529 20,798,701 SH   SOLE   17,602,092 0 3,196,609
BRIGHT HORIZONS FAM SOL IN D COM 109194100 61,519 488,709 SH   SOLE   423,069 0 65,640
BTRS HOLDINGS INC COM CL 1 11778X104 20,666 2,642,660 SH   SOLE   2,291,750 0 350,910
BURLINGTON STORES INC COM 122017106 810,585 2,780,643 SH   SOLE   2,440,048 0 340,595
CAE INC COM 124765108 129,658 5,139,790 SH   SOLE   4,256,230 0 883,560
CANADIAN PAC RY LTD COM 13645T100 633,980 8,814,611 SH   SOLE   7,069,906 0 1,744,705
CASEYS GEN STORES INC COM 147528103 56,806 287,843 SH   SOLE   249,271 0 38,572
CATALENT INC COM 148806102 442,725 3,457,978 SH   SOLE   3,284,048 0 173,930
CBRE GROUP INC CL A 12504L109 157,274 1,449,398 SH   SOLE   1,421,124 0 28,274
CELANESE CORP DEL COM 150870103 74,502 443,305 SH   SOLE   365,016 0 78,289
CENTENE CORP DEL COM 15135B101 95,217 1,155,549 SH   SOLE   951,442 0 204,107
CERIDIAN HCM HLDG INC COM 15677J108 373,566 3,576,168 SH   SOLE   3,217,894 0 358,274
CHECK POINT SOFTWARE TECH LT ORD M22465104 55,105 472,765 SH   SOLE   472,765 0 0
CHEGG INC COM 163092109 159,170 5,184,688 SH   SOLE   4,500,412 0 684,276
CHINDATA GROUP HLDGS LTD ADS 16955F107 9,411 1,428,066 SH   SOLE   1,030,414 0 397,652
CHIPOTLE MEXICAN GRILL INC COM 169656105 347,505 198,773 SH   SOLE   188,740 0 10,033
CIGNA CORP NEW COM 125523100 83,559 363,885 SH   SOLE   363,885 0 0
CINTAS CORP COM 172908105 109,098 246,177 SH   SOLE   241,369 0 4,808
CISCO SYS INC COM 17275R102 81,977 1,293,624 SH   SOLE   1,293,624 0 0
CITIGROUP INC COM NEW 172967424 866,938 14,355,663 SH   SOLE   12,680,184 0 1,675,479
CLARIVATE PLC ORD SHS G21810109 43,727 1,859,149 SH   SOLE   1,344,084 0 515,065
CME GROUP INC COM 12572Q105 99,942 437,458 SH   SOLE   437,458 0 0
COGNEX CORP COM 192422103 151,668 1,950,459 SH   SOLE   1,760,082 0 190,377
COLFAX CORP COM 194014106 50,760 1,104,201 SH   SOLE   798,021 0 306,180
COMCAST CORP NEW CL A 20030N101 126,600 2,515,389 SH   SOLE   2,515,389 0 0
COMPASS INC CL A 20464U100 21,391 2,353,229 SH   SOLE   2,040,757 0 312,472
COMPUGEN LTD ORD M25722105 3,428 797,129 SH   SOLE   638,758 0 158,371
CORTEVA INC COM 22052L104 84,449 1,786,138 SH   SOLE   1,470,644 0 315,494
CREDICORP LTD COM G2519Y108 9,775 80,079 SH   SOLE   51,468 0 28,611
CROWDSTRIKE HLDGS INC CL A 22788C105 366,608 1,790,513 SH   SOLE   1,790,513 0 0
CROWN HLDGS INC COM 228368106 31,954 288,867 SH   SOLE   208,838 0 80,029
CYBERARK SOFTWARE LTD SHS M2682V108 141,443 816,270 SH   SOLE   675,824 0 140,446
DANAHER CORPORATION COM 235851102 999,474 3,037,824 SH   SOLE   2,609,827 0 427,997
DARLING INGREDIENTS INC COM 237266101 38,372 553,790 SH   SOLE   400,102 0 153,688
DATADOG INC CL A COM 23804L103 442,066 2,481,981 SH   SOLE   2,277,979 0 204,002
DENALI THERAPEUTICS INC COM 24823R105 23,255 521,408 SH   SOLE   452,177 0 69,231
DENTSPLY SIRONA INC COM 24906P109 632,656 11,339,948 SH   SOLE   9,937,528 0 1,402,420
DESCARTES SYS GROUP INC COM 249906108 95,885 1,159,335 SH   SOLE   942,235 0 217,100
DESPEGAR COM CORP ORD SHS G27358103 866 88,474 SH   SOLE   88,474 0 0
DEXCOM INC COM 252131107 563,222 1,048,929 SH   SOLE   936,710 0 112,219
DISCOVERY INC COM SER C 25470F302 72,541 3,167,745 SH   SOLE   3,167,745 0 0
DISNEY WALT CO COM 254687106 79,196 511,303 SH   SOLE   511,303 0 0
DOLLAR TREE INC COM 256746108 103,401 735,848 SH   SOLE   721,257 0 14,591
DOUBLEVERIFY HLDGS INC COM 25862V105 27,972 840,513 SH   SOLE   727,797 0 112,716
DRAFTKINGS INC COM CL A 26142R104 42,633 1,551,977 SH   SOLE   1,473,524 0 78,453
ELECTRONIC ARTS INC COM 285512109 147,944 1,121,641 SH   SOLE   1,027,195 0 94,446
ENTEGRIS INC COM 29362U104 252,883 1,824,819 SH   SOLE   1,732,272 0 92,547
EOG RES INC COM 26875P101 116,843 1,315,359 SH   SOLE   1,315,359 0 0
ESTABLISHMENT LABS HLDGS INC COM G31249108 21,059 311,563 SH   SOLE   259,199 0 52,364
EVENTBRITE INC COM CL A 29975E109 43,972 2,521,313 SH   SOLE   2,183,727 0 337,586
EVOTEC AG SPONSORED ADS A 30050E105 53,072 2,234,623 SH   SOLE   1,924,078 0 310,545
EXACT SCIENCES CORP COM 30063P105 82,754 1,063,271 SH   SOLE   1,009,047 0 54,224
EXPEDIA GROUP INC COM NEW 30212P303 968,102 5,356,918 SH   SOLE   4,684,176 0 672,742
EXPEDITORS INTL WASH INC COM 302130109 87,980 655,148 SH   SOLE   539,439 0 115,709
FABRINET SHS G3323L100 122,242 1,031,842 SH   SOLE   855,400 0 176,442
FARFETCH LTD ORD SH CL A 30744W107 90,026 2,692,958 SH   SOLE   2,692,958 0 0
FEDEX CORP COM 31428X106 147,413 569,956 SH   SOLE   569,956 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 469,532 4,301,716 SH   SOLE   3,696,631 0 605,085
FIRST REP BK SAN FRANCISCO C COM 33616C100 335,006 1,622,228 SH   SOLE   1,415,179 0 207,049
FLOOR & DECOR HLDGS INC CL A 339750101 111,727 859,370 SH   SOLE   743,953 0 115,417
FORTIVE CORP COM 34959J108 808,422 10,596,691 SH   SOLE   9,801,614 0 795,077
FRESHPET INC COM 358039105 27,033 283,749 SH   SOLE   245,775 0 37,974
FRESHWORKS INC CLASS A COM 358054104 42,967 1,636,207 SH   SOLE   1,416,614 0 219,593
GALLAGHER ARTHUR J & CO COM 363576109 125,497 739,654 SH   SOLE   725,044 0 14,610
GENERAC HLDGS INC COM 368736104 306,170 869,999 SH   SOLE   825,718 0 44,281
GENIUS SPORTS LIMITED SHARES CL A G3934V109 19,468 2,561,556 SH   SOLE   2,221,333 0 340,223
GENMAB A/S SPONSORED ADS 372303206 104,665 2,645,741 SH   SOLE   2,286,451 0 359,290
GENTEX CORP COM 371901109 90,490 2,596,566 SH   SOLE   2,137,927 0 458,639
GLAUKOS CORP COM 377322102 88,147 1,983,513 SH   SOLE   1,642,523 0 340,990
GLOBAL E ONLINE LTD SHS M5216V106 143,703 2,266,972 SH   SOLE   2,151,369 0 115,603
GLOBAL PMTS INC COM 37940X102 464,643 3,437,217 SH   SOLE   3,128,323 0 308,894
GLOBANT S A COM L44385109 12,754 40,606 SH   SOLE   25,958 0 14,648
GLOBE LIFE INC COM 37959E102 95,948 1,023,776 SH   SOLE   842,947 0 180,829
GOLDMAN SACHS GROUP INC COM 38141G104 108,352 283,236 SH   SOLE   283,236 0 0
GRUPO FINANCIERO GALICIA S.A SPONSORED ADR 399909100 7,071 745,102 SH   SOLE   479,173 0 265,929
GUIDEWIRE SOFTWARE INC COM 40171V100 135,583 1,194,252 SH   SOLE   1,033,821 0 160,431
HALOZYME THERAPEUTICS INC COM 40637H109 382,227 9,505,768 SH   SOLE   7,886,482 0 1,619,286
HARLEY DAVIDSON INC COM 412822108 18,192 482,666 SH   SOLE   482,666 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 269,893 4,147,730 SH   SOLE   4,147,730 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 205,604 1,318,061 SH   SOLE   1,292,368 0 25,693
HORIZON THERAPEUTICS PUB L SHS G46188101 55,477 514,821 SH   SOLE   372,215 0 142,606
HUBSPOT INC COM 443573100 1,347,212 2,043,862 SH   SOLE   1,835,019 0 208,843
I MAB SPONSORED ADS 44975P103 19,148 404,045 SH   SOLE   334,989 0 69,056
IAC INTERACTIVECORP NEW COM NEW 44891N208 69,059 528,339 SH   SOLE   435,019 0 93,320
ICICI BANK LIMITED ADR 45104G104 14,803 747,993 SH   SOLE   248,501 0 499,492
ICON PLC SHS G4705A100 425,241 1,373,074 SH   SOLE   1,098,224 0 274,850
IHS MARKIT LTD SHS G47567105 1,000,752 7,528,978 SH   SOLE   6,568,442 0 960,536
IMPERIAL OIL LTD COM NEW 453038408 865,433 23,996,696 SH   SOLE   22,151,416 0 1,845,280
INGERSOLL RAND INC COM 45687V106 1,411,626 22,816,001 SH   SOLE   19,699,722 0 3,116,279
INSPIRE MED SYS INC COM 457730109 40,055 174,106 SH   SOLE   144,352 0 29,754
INSTALLED BLDG PRODS INC COM 45780R101 14,650 104,853 SH   SOLE   90,926 0 13,927
INTUIT COM 461202103 206,054 320,348 SH   SOLE   314,102 0 6,246
IOVANCE BIOTHERAPEUTICS INC COM 462260100 51,309 2,687,730 SH   SOLE   2,328,241 0 359,489
IRHYTHM TECHNOLOGIES INC COM 450056106 17,760 150,903 SH   SOLE   130,564 0 20,339
ISHARES TR INDIA 50 ETF 464289529 17,346 366,649 SH   SOLE   116,408 0 250,241
JOHNSON CTLS INTL PLC SHS G51502105 390,483 4,802,404 SH   SOLE   4,409,148 0 393,256
JONES LANG LASALLE INC COM 48020Q107 79,345 294,591 SH   SOLE   242,564 0 52,027
KINGSOFT CLOUD HLDGS LTD ADS 49639K101 8,184 519,588 SH   SOLE   333,952 0 185,636
KIRBY CORP COM 497266106 58,307 981,265 SH   SOLE   807,939 0 173,326
KORNIT DIGITAL LTD SHS M6372Q113 259,038 1,701,396 SH   SOLE   1,408,910 0 292,486
KROGER CO COM 501044101 79,794 1,763,010 SH   SOLE   1,451,611 0 311,399
LAMAR ADVERTISING CO NEW CL A 512816109 122,835 1,012,654 SH   SOLE   833,787 0 178,867
LANTHEUS HLDGS INC COM 516544103 62,022 2,146,823 SH   SOLE   1,779,923 0 366,900
LATTICE SEMICONDUCTOR CORP COM 518415104 732,692 9,508,069 SH   SOLE   8,493,524 0 1,014,545
LAUDER ESTEE COS INC CL A 518439104 278,153 751,358 SH   SOLE   736,366 0 14,992
LAUDER ESTEE COS INC OPTIONS 518439104 214,050 578,200 SH Call SOLE   0 0 0
LEGEND BIOTECH CORP SPONSORED ADS 52490G102 89,001 1,909,485 SH   SOLE   1,581,073 0 328,412
LESLIES INC COM 527064109 28,070 1,186,380 SH   SOLE   1,027,912 0 158,468
LIBERTY BROADBAND CORP COM SER C 530307305 36,694 227,770 SH   SOLE   187,550 0 40,220
LIBERTY GLOBAL PLC SHS CL A G5480U104 292,989 10,561,964 SH   SOLE   10,097,019 0 464,945
LIBERTY GLOBAL PLC SHS CL C G5480U120 249,111 8,868,301 SH   SOLE   8,417,652 0 450,649
LIBERTY MEDIA CORP DEL COM A SIRIUSXM 531229409 42,950 844,644 SH   SOLE   695,466 0 149,178
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607 42,689 839,513 SH   SOLE   691,232 0 148,281
LINDE PLC SHS G5494J103 334,474 965,489 SH   SOLE   946,681 0 18,808
LIONS GATE ENTMNT CORP CL A VTG 535919401 16,746 1,006,379 SH   SOLE   824,065 0 182,314
LIONS GATE ENTMNT CORP CL B NON VTG 535919500 33,644 2,186,107 SH   SOLE   1,799,971 0 386,136
LIVE OAK BANCSHARES INC COM 53803X105 14,367 164,589 SH   SOLE   142,622 0 21,967
LIVEPERSON INC COM 538146101 107,401 3,006,757 SH   SOLE   2,602,915 0 403,842
LOWES COS INC COM 548661107 712,330 2,755,840 SH   SOLE   2,367,573 0 388,267
LPL FINL HLDGS INC COM 50212V100 201,092 1,256,116 SH   SOLE   1,192,809 0 63,307
LULULEMON ATHLETICA INC COM 550021109 568,568 1,452,466 SH   SOLE   1,285,594 0 166,872
LUXFER HOLDINGS PLC SHS G5698W116 459 23,785 SH   SOLE   23,785 0 0
LYFT INC CL A COM 55087P104 196,235 4,592,448 SH   SOLE   4,231,152 0 361,296
M & T BK CORP COM 55261F104 61,643 401,373 SH   SOLE   330,492 0 70,881
MADRIGAL PHARMACEUTICALS INC COM 558868105 18,633 219,884 SH   SOLE   181,810 0 38,074
MARQETA INC CLASS A COM 57142B104 27,665 1,611,264 SH   SOLE   1,529,988 0 81,276
MARRIOTT INTL INC NEW CL A 571903202 204,681 1,238,691 SH   SOLE   1,132,303 0 106,388
MARSH & MCLENNAN COS INC COM 571748102 696,110 4,004,776 SH   SOLE   3,535,376 0 469,400
MARTIN MARIETTA MATLS INC COM 573284106 178,227 404,583 SH   SOLE   396,710 0 7,873
MATCH GROUP INC NEW COM 57667L107 334,255 2,527,450 SH   SOLE   2,400,003 0 127,447
MAXCYTE INC COM 57777K106 29,835 2,923,155 SH   SOLE   2,444,449 0 478,706
MEDTRONIC PLC SHS G5960L103 66,474 642,572 SH   SOLE   642,572 0 0
MERCADOLIBRE INC COM 58733R102 511,081 379,028 SH   SOLE   370,575 0 8,453
MERCK & CO INC COM 58933Y105 88,846 1,159,266 SH   SOLE   1,159,266 0 0
META PLATFORMS INC CL A 30303M102 1,254,126 3,728,633 SH   SOLE   3,320,914 0 407,719
MICROSOFT CORP COM 594918104 1,246,052 3,704,959 SH   SOLE   3,332,450 0 372,509
MODEL N INC COM 607525102 97,787 3,256,314 SH   SOLE   2,694,213 0 562,101
MOELIS & CO CL A 60786M105 91,482 1,463,472 SH   SOLE   1,204,227 0 259,245
MONOLITHIC PWR SYS INC COM 609839105 313,885 636,258 SH   SOLE   569,044 0 67,214
MONSTER BEVERAGE CORP NEW COM 61174X109 136,383 1,420,067 SH   SOLE   1,392,023 0 28,044
MORGAN STANLEY COM NEW 617446448 110,879 1,129,579 SH   SOLE   1,129,579 0 0
MORNINGSTAR INC COM 617700109 143,825 420,553 SH   SOLE   318,813 0 101,740
MOTOROLA SOLUTIONS INC COM NEW 620076307 131,488 483,945 SH   SOLE   474,371 0 9,574
MSCI INC COM 55354G100 390,773 637,799 SH   SOLE   605,672 0 32,127
MYRIAD GENETICS INC COM 62855J104 59,650 2,161,219 SH   SOLE   1,788,702 0 372,517
NASDAQ INC COM 631103108 388,444 1,849,646 SH   SOLE   1,671,081 0 178,565
NATERA INC COM 632307104 68,953 738,331 SH   SOLE   533,473 0 204,858
NEOGENOMICS INC COM NEW 64049M209 263,828 7,732,355 SH   SOLE   6,961,049 0 771,306
NETAPP INC COM 64110D104 74,667 811,687 SH   SOLE   668,327 0 143,360
NETFLIX INC COM 64110L106 817,921 1,357,680 SH   SOLE   1,226,723 0 130,957
NEVRO CORP COM 64157F103 30,174 372,199 SH   SOLE   308,182 0 64,017
NEW YORK TIMES CO CL A 650111107 222,756 4,611,928 SH   SOLE   4,379,644 0 232,284
NEWS CORP NEW CL A 65249B109 93,679 4,198,961 SH   SOLE   3,457,274 0 741,687
NEXTERA ENERGY INC COM 65339F101 1,129,209 12,095,213 SH   SOLE   10,619,912 0 1,475,301
NICE LTD SPONSORED ADR 653656108 1,124,240 3,703,032 SH   SOLE   3,009,828 0 693,204
NIO INC SPON ADS 62914V106 13,116 414,020 SH   SOLE   265,082 0 148,938
NOAH HLDGS LTD SPON ADS CL A 65487X102 10,634 346,509 SH   SOLE   222,363 0 124,146
NOKIA CORP SPONSORED ADR 654902204 420,014 67,526,290 SH   SOLE   64,336,513 0 3,189,777
NORTHERN TR CORP COM 665859104 86,974 727,150 SH   SOLE   598,720 0 128,430
NORTHROP GRUMMAN CORP COM 666807102 98,461 254,374 SH   SOLE   254,374 0 0
NOV INC COM 62955J103 80,709 5,956,359 SH   SOLE   4,906,472 0 1,049,887
NOVANTA INC COM 67000B104 214,117 1,214,298 SH   SOLE   978,668 0 235,630
NU HLDGS LTD ORD SHS CL A A G6683N103 163,049 17,382,653 SH   SOLE   15,571,209 0 1,811,444
NVENT ELECTRIC PLC SHS G6700G107 113,578 2,988,899 SH   SOLE   2,460,968 0 527,931
NVIDIA CORPORATION COM 67066G104 364,540 1,239,467 SH   SOLE   1,239,467 0 0
NXP SEMICONDUCTORS N V COM N6596X109 92,459 405,915 SH   SOLE   405,915 0 0
OGE ENERGY CORP COM 670837103 96,400 2,511,728 SH   SOLE   2,068,075 0 443,653
OLO INC CL A 68134L109 26,538 1,275,249 SH   SOLE   1,104,623 0 170,626
OMNICOM GROUP INC COM 681919106 71,037 969,522 SH   SOLE   798,284 0 171,238
ON SEMICONDUCTOR CORP COM 682189105 408,329 6,011,913 SH   SOLE   5,330,826 0 681,087
OPTIMIZERX CORP COM NEW 68401U204 51,141 823,402 SH   SOLE   713,411 0 109,991
OPTION CARE HEALTH INC COM NEW 68404L201 38,191 1,342,874 SH   SOLE   1,163,952 0 178,922
ORCHARD THERAPEUTICS PLC ADS 68570P101 12,957 9,816,108 SH   SOLE   8,349,613 0 1,466,495
OTIS WORLDWIDE CORP COM 68902V107 93,249 1,070,962 SH   SOLE   950,287 0 120,675
OZON HLDGS PLC SPONSORED ADS 69269L104 8,901 300,605 SH   SOLE   192,748 0 107,857
PALO ALTO NETWORKS INC COM 697435105 89,009 159,869 SH   SOLE   152,003 0 7,866
PALO ALTO NETWORKS INC OPTIONS 697435105 144,813 260,100 SH Call SOLE   0 0 0
PAPA JOHNS INTL INC COM 698813102 107,758 807,359 SH   SOLE   698,925 0 108,434
PAYCOR HCM INC COM 70435P102 28,539 990,577 SH   SOLE   858,009 0 132,568
PHILIP MORRIS INTL INC COM 718172109 108,241 1,139,381 SH   SOLE   1,139,381 0 0
PROGRESSIVE CORP COM 743315103 713,518 6,950,983 SH   SOLE   6,093,490 0 857,493
PROLOGIS INC. COM 74340W103 76,355 453,525 SH   SOLE   444,107 0 9,418
PS BUSINESS PKS INC CALIF COM 69360J107 48,122 261,292 SH   SOLE   215,153 0 46,139
PUBLIC STORAGE COM 74460D109 63,455 169,413 SH   SOLE   139,503 0 29,910
Q2 HLDGS INC COM 74736L109 163,463 2,057,696 SH   SOLE   1,781,319 0 276,377
QUANTA SVCS INC COM 74762E102 40,157 350,231 SH   SOLE   343,387 0 6,844
QUOTIENT LTD SHS G73268107 5,572 2,151,188 SH   SOLE   1,802,251 0 348,937
RADWARE LTD ORD M81873107 170,631 4,097,761 SH   SOLE   3,396,780 0 700,981
RAYTHEON TECHNOLOGIES CORP COM 75513E101 100,622 1,169,208 SH   SOLE   1,169,208 0 0
REATA PHARMACEUTICALS INC CL A 75615P103 4,255 161,346 SH   SOLE   134,082 0 27,264
REPLIGEN CORP COM 759916109 41,821 157,912 SH   SOLE   136,870 0 21,042
RIVIAN AUTOMOTIVE INC COM CL A A 76954A103 2,667 25,720 SH   SOLE   18,635 0 7,085
ROKU INC COM CL A 77543R102 212,968 933,251 SH   SOLE   885,744 0 47,507
ROPER TECHNOLOGIES INC COM 776696106 10,191 20,720 SH   SOLE   20,292 0 428
S&P GLOBAL INC COM 78409V104 248,758 527,107 SH   SOLE   453,118 0 73,989
SBA COMMUNICATIONS CORP NEW CL A 78410G104 153,400 394,325 SH   SOLE   386,655 0 7,670
SCHLUMBERGER LTD COM STK 806857108 86,026 2,872,316 SH   SOLE   2,872,316 0 0
SCHWAB CHARLES CORP COM 808513105 591,177 7,029,456 SH   SOLE   6,039,039 0 990,417
SEA LTD SPONSORD ADS 81141R100 526,901 2,355,287 SH   SOLE   2,336,411 0 18,876
SEER INC COM CL A 81578P106 14,099 618,090 SH   SOLE   536,028 0 82,062
SERVICENOW INC COM 81762P102 184,609 284,404 SH   SOLE   278,851 0 5,553
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 40,467 1,665,304 SH   SOLE   1,442,482 0 222,822
SHOCKWAVE MED INC COM 82489T104 129,772 727,707 SH   SOLE   630,284 0 97,423
SHOPIFY INC CL A 82509L107 634,058 460,333 SH   SOLE   395,490 0 64,843
SILVERGATE CAP CORP CL A 82837P408 67,215 453,544 SH   SOLE   392,603 0 60,941
SNAP INC CL A 83304A106 278,098 5,913,202 SH   SOLE   5,913,202 0 0
SOFI TECHNOLOGIES INC COM 83406F102 109,598 6,932,206 SH   SOLE   6,239,984 0 692,222
SOUTHWEST AIRLS CO COM 844741108 510,586 11,918,446 SH   SOLE   10,527,174 0 1,391,272
SPDR S&P 500 ETF TRUST OPTIONS 78462F103 108,576 228,600 SH Put SOLE   0 0 0
SPLUNK INC COM 848637104 39,627 342,440 SH   SOLE   247,406 0 95,034
SPOTIFY TECHNOLOGY S A SHS L8681T102 208,786 892,132 SH   SOLE   798,852 0 93,280
SPROUTS FMRS MKT INC COM 85208M102 4,710 158,683 SH   SOLE   158,683 0 0
STORE CAP CORP COM 862121100 37,736 1,096,988 SH   SOLE   903,242 0 193,746
STRYKER CORPORATION COM 863667101 49,628 185,581 SH   SOLE   134,207 0 51,374
SUNCOR ENERGY INC NEW COM 867224107 652,844 26,092,115 SH   SOLE   24,849,212 0 1,242,903
SVB FINANCIAL GROUP COM 78486Q101 459,390 677,327 SH   SOLE   622,892 0 54,435
SYNCHRONY FINANCIAL COM 87165B103 222,852 4,803,879 SH   SOLE   4,378,065 0 425,814
SYNOPSYS INC COM 871607107 364,565 989,321 SH   SOLE   913,534 0 75,787
SYSCO CORP COM 871829107 59,527 757,826 SH   SOLE   623,982 0 133,844
T-MOBILE US INC COM 872590104 56,799 489,733 SH   SOLE   353,925 0 135,808
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 39,303 326,684 SH   SOLE   268,855 0 57,829
TELEDYNE TECHNOLOGIES INC COM 879360105 330,850 757,284 SH   SOLE   658,665 0 98,619
TELEFONICA BRASIL SA NEW ADR 87936R205 760,075 87,869,916 SH   SOLE   80,660,167 0 7,209,749
TENARIS S A SPONSORED ADS 88031M109 70,803 3,394,209 SH   SOLE   3,229,530 0 164,679
THERMO FISHER SCIENTIFIC INC COM 883556102 35,221 52,786 SH   SOLE   38,142 0 14,644
THREDUP INC CL A 88556E102 43,513 3,410,109 SH   SOLE   2,953,826 0 456,283
TJX COS INC NEW COM 872540109 46,382 610,937 SH   SOLE   441,371 0 169,566
TOAST INC CL A 888787108 68,250 1,966,303 SH   SOLE   1,866,901 0 99,402
TRADEWEB MKTS INC CL A 892672106 404,816 4,042,496 SH   SOLE   3,662,440 0 380,056
TRAEGER INC COMMON STOCK 89269P103 32,665 2,686,235 SH   SOLE   2,075,775 0 610,460
TRANSDIGM GROUP INC COM 893641100 53,512 84,102 SH   SOLE   82,459 0 1,643
TRANSUNION COM 89400J107 306,135 2,581,678 SH   SOLE   2,451,164 0 130,514
TREX CO INC COM 89531P105 192,756 1,427,508 SH   SOLE   1,321,542 0 105,966
TRIMBLE INC COM 896239100 258,161 2,960,906 SH   SOLE   2,811,938 0 148,968
TYLER TECHNOLOGIES INC COM 902252105 332,297 617,709 SH   SOLE   566,206 0 51,503
TYSON FOODS INC CL A 902494103 97,850 1,122,645 SH   SOLE   924,349 0 198,296
UBER TECHNOLOGIES INC COM 90353T100 436,131 10,401,405 SH   SOLE   9,308,181 0 1,093,224
UNITEDHEALTH GROUP INC COM 91324P102 30,874 61,485 SH   SOLE   54,002 0 7,483
UNITEDHEALTH GROUP INC OPTIONS 91324P102 163,698 326,000 SH Call SOLE   0 0 0
UNITY SOFTWARE INC COM 91332U101 280,034 1,958,414 SH   SOLE   1,958,414 0 0
VAIL RESORTS INC COM 91879Q109 84,899 258,918 SH   SOLE   213,202 0 45,716
VALMONT INDS INC COM 920253101 218,057 870,487 SH   SOLE   672,558 0 197,929
VAPOTHERM INC COM 922107107 40,900 1,974,899 SH   SOLE   1,711,731 0 263,168
VAREX IMAGING CORP COM 92214X106 51,658 1,637,346 SH   SOLE   1,355,687 0 281,659
VEEVA SYS INC CL A COM 922475108 1,925,351 7,536,209 SH   SOLE   6,743,787 0 792,422
VERACYTE INC COM 92337F107 204,204 4,956,409 SH   SOLE   4,135,905 0 820,504
VERASTEM INC COM 92337C104 3,922 1,913,132 SH   SOLE   1,545,622 0 367,510
VERISK ANALYTICS INC COM 92345Y106 91,410 399,643 SH   SOLE   391,742 0 7,901
VERTEX PHARMACEUTICALS INC COM 92532F100 101,524 462,314 SH   SOLE   462,314 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 48,594 1,946,080 SH   SOLE   1,407,274 0 538,806
VIEWRAY INC COM 92672L107 128,087 23,246,293 SH   SOLE   18,681,843 0 4,564,450
VIMEO INC COMMON STOCK 92719V100 13,573 755,728 SH   SOLE   623,641 0 132,087
VISA INC COM CL A 92826C839 622,537 2,872,673 SH   SOLE   2,872,673 0 0
VULCAN MATLS CO COM 929160109 85,799 413,330 SH   SOLE   405,281 0 8,049
WAYFAIR INC CL A 94419L101 80,361 423,022 SH   SOLE   401,437 0 21,585
WEST PHARMACEUTICAL SVSC INC COM 955306105 357,946 763,194 SH   SOLE   722,543 0 40,651
WHITE MTNS INS GROUP LTD COM G9618E107 94,791 93,491 SH   SOLE   89,078 0 4,413
WILLIS TOWERS WATSON PLC LTD SHS G96629103 494,400 2,081,770 SH   SOLE   1,983,301 0 98,469
WINGSTOP INC COM 974155103 129,335 748,468 SH   SOLE   647,905 0 100,563
WNS HLDGS LTD SPON ADR 92932M101 120,059 1,360,908 SH   SOLE   1,126,447 0 234,461
WOLFSPEED INC COM A 977852102 262,712 2,350,474 SH   SOLE   1,915,742 0 434,732
WORKIVA INC COM CL A 98139A105 138,730 1,063,143 SH   SOLE   867,480 0 195,663
Y-MABS THERAPEUTICS INC COM 984241109 25,642 1,581,845 SH   SOLE   1,370,145 0 211,700
YANDEX N V SHS CLASS A N97284108 101,657 1,680,277 SH   SOLE   1,619,661 0 60,616
YETI HLDGS INC COM 98585X104 267,059 3,224,179 SH   SOLE   2,961,411 0 262,768
ZOETIS INC CL A 98978V103 218,845 896,795 SH   SOLE   879,317 0 17,478
ZOGENIX INC COM NEW 98978L204 40,073 2,466,047 SH   SOLE   2,042,030 0 424,017
ZOOMINFO TECHNOLOGIES INC COM CL A 98980F104 247,990 3,862,766 SH   SOLE   3,666,056 0 196,710
ZSCALER INC COM 98980G102 401,016 1,247,987 SH   SOLE   1,150,132 0 97,855
ZYNGA INC CL A 98986T108 485,396 75,843,131 SH   SOLE   67,852,483 0 7,990,648