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
ACADIA PHARMACEUTICALS INC COM 004225108 29,717 1,226,971 SH   SOLE   878,302 0 348,669
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 265,805 788,202 SH   SOLE   751,529 0 36,673
ADVANCE AUTO PARTS INC COM 00751Y106 320,395 1,548,100 SH   SOLE   1,381,997 0 166,103
ADVANCED DRAIN SYS INC DEL COM 00790R104 288,108 2,424,946 SH   SOLE   2,232,955 0 191,991
ADVANCED MICRO DEVICES INC COM 007903107 1,339,327 12,249,198 SH   SOLE   10,304,905 0 1,944,293
AFYA LTD CL A COM G01125106 24,118 1,673,671 SH   SOLE   1,356,630 0 317,041
AGILENT TECHNOLOGIES INC COM 00846U101 204,674 1,546,691 SH   SOLE   1,467,376 0 79,315
AGILYSYS INC COM 00847J105 56,247 1,410,400 SH   SOLE   1,142,540 0 267,860
AIR LEASE CORP CL A 00912X302 150,035 3,360,253 SH   SOLE   3,052,656 0 307,597
AIRBNB INC COM CL A 009066101 929,192 5,409,830 SH   SOLE   4,982,835 0 426,995
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 234,738 2,157,522 SH   SOLE   1,976,957 0 180,565
ALIGN TECHNOLOGY INC COM 016255101 71,702 164,455 SH   SOLE   164,455 0 0
ALKERMES PLC SHS G01767105 67,213 2,554,653 SH   SOLE   2,073,049 0 481,604
ALLEGHANY CORP MD COM 017175100 11,925 14,079 SH   SOLE   14,079 0 0
ALLEGRO MICROSYSTEMS INC COM 01749D105 60,718 2,137,955 SH   SOLE   1,853,077 0 284,878
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 19,161 117,345 SH   SOLE   95,120 0 22,225
ALPHABET INC CAP STK CL A 02079K305 2,344,717 843,014 SH   SOLE   724,511 0 118,503
ALPHABET INC CAP STK CL C 02079K107 477,342 170,907 SH   SOLE   152,605 0 18,302
ALTAIR ENGR INC COM CL A 021369103 54,793 850,821 SH   SOLE   608,495 0 242,326
ALTRIA GROUP INC COM 02209S103 110,232 2,109,711 SH   SOLE   2,109,711 0 0
AMAZON COM INC COM 023135106 687,119 210,776 SH   SOLE   172,589 0 38,187
AMBARELLA INC SHS G037AX101 32,750 312,140 SH   SOLE   270,567 0 41,573
AMER SOFTWARE INC CL A 029683109 36,999 1,775,403 SH   SOLE   1,268,558 0 506,845
AMERCO COM 023586100 125,222 209,774 SH   SOLE   169,777 0 39,997
AMERICAN EXPRESS CO COM 025816109 906,580 4,848,021 SH   SOLE   4,320,710 0 527,311
AMERISOURCEBERGEN CORP COM 03073E105 77,383 500,182 SH   SOLE   404,445 0 95,737
ANALOG DEVICES INC COM 032654105 317,934 1,924,771 SH   SOLE   1,746,667 0 178,104
ANTHEM INC COM 036752103 1,642,006 3,342,709 SH   SOLE   2,976,372 0 366,337
AON PLC SHS CL A G0403H108 801,459 2,461,257 SH   SOLE   2,100,825 0 360,432
APTIV PLC SHS G6095L109 742,541 6,202,836 SH   SOLE   5,490,081 0 712,755
ARCH CAP GROUP LTD ORD G0450A105 1,684,733 34,794,157 SH   SOLE   33,031,024 0 1,763,133
ARGENX SE SPONSORED ADR 04016X101 1,058,256 3,356,240 SH   SOLE   2,828,135 0 528,105
ARISTA NETWORKS INC COM 040413106 718,683 5,171,122 SH   SOLE   4,561,088 0 610,034
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101 963,870 8,212,938 SH   SOLE   7,026,264 0 1,186,674
ASML HOLDING N V N Y REGISTRY N07059210 202,534 303,227 SH   SOLE   303,227 0 0
ATLASSIAN CORP PLC CL A G06242104 1,139,340 3,877,548 SH   SOLE   3,408,240 0 469,308
AUTONATION INC COM 05329W102 172,510 1,732,377 SH   SOLE   1,554,784 0 177,593
AVALARA INC COM 05338G106 71,592 719,441 SH   SOLE   623,441 0 96,000
AVID BIOSERVICES INC COM 05368M106 27,376 1,343,961 SH   SOLE   1,164,760 0 179,201
AXALTA COATING SYS LTD COM G0750C108 20,286 825,285 SH   SOLE   825,285 0 0
AZEK CO INC CL A 05478C105 17,438 702,011 SH   SOLE   608,844 0 93,167
AZENTA INC COM 114340102 264,262 3,188,490 SH   SOLE   2,865,457 0 323,033
BALL CORP COM 058498106 205,139 2,279,321 SH   SOLE   2,163,023 0 116,298
BANK HAWAII CORP COM 062540109 211 2,515 SH   SOLE   2,515 0 0
BANK NEW YORK MELLON CORP COM 064058100 934,410 18,827,523 SH   SOLE   16,770,238 0 2,057,285
BAOZUN INC SPONSORED ADR 06684L103 1,858 216,602 SH   SOLE   132,584 0 84,018
BENTLEY SYS INC COM CL B 08265T208 88,641 2,006,368 SH   SOLE   1,516,307 0 490,061
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,176,566 3,333,898 SH   SOLE   3,092,799 0 241,099
BIGCOMMERCE HLDGS INC COM SER 1 08975P108 43,100 1,967,146 SH   SOLE   1,705,850 0 261,296
BILIBILI INC SPONS ADS REP 090040106 136,769 5,346,724 SH   SOLE   5,346,724 0 0
BILL COM HLDGS INC COM 090043100 171,319 755,406 SH   SOLE   716,690 0 38,716
BIOCRYST PHARMACEUTICALS INC COM 09058V103 46,201 2,841,405 SH   SOLE   2,304,430 0 536,975
BIONTECH SE SPONSORED ADS 09075V102 71,601 419,802 SH   SOLE   398,065 0 21,737
BLACKLINE INC COM 09239B109 153,309 2,093,811 SH   SOLE   1,814,495 0 279,316
BLACKROCK INC COM 09247X101 120,755 158,021 SH   SOLE   155,044 0 2,977
BLACKSTONE INC COM 09260D107 93,223 734,383 SH   SOLE   734,383 0 0
BLOCK H & R INC COM 093671105 67,496 2,592,017 SH   SOLE   2,099,029 0 492,988
BOOKING HOLDINGS INC COM 09857L108 479,300 204,092 SH   SOLE   183,129 0 20,963
BORGWARNER INC COM 099724106 72,641 1,867,366 SH   SOLE   1,511,337 0 356,029
BOSTON SCIENTIFIC CORP COM 101137107 773,928 17,474,096 SH   SOLE   14,821,369 0 2,652,727
BRIGHT HORIZONS FAM SOL IN D COM 109194100 46,652 351,587 SH   SOLE   304,981 0 46,606
BTRS HOLDINGS INC COM CL 1 11778X104 19,714 2,635,609 SH   SOLE   2,284,699 0 350,910
BURLINGTON STORES INC COM 122017106 530,096 2,909,899 SH   SOLE   2,551,214 0 358,685
CAE INC COM 124765108 167,785 6,446,094 SH   SOLE   4,956,594 0 1,489,500
CANADIAN NATL RY CO COM 136375102 266,575 1,987,230 SH   SOLE   1,568,432 0 418,798
CANADIAN PAC RY LTD COM 13645T100 913,645 11,069,778 SH   SOLE   9,033,306 0 2,036,472
CARGURUS INC COM CL A 141788109 10,397 244,860 SH   SOLE   212,352 0 32,508
CARLYLE GROUP INC COM 14316J108 61,919 1,265,983 SH   SOLE   1,025,305 0 240,678
CATALENT INC COM 148806102 481,888 4,345,252 SH   SOLE   3,949,640 0 395,612
CBRE GROUP INC CL A 12504L109 140,731 1,537,710 SH   SOLE   1,466,138 0 71,572
CELANESE CORP DEL COM 150870103 59,965 419,716 SH   SOLE   339,693 0 80,023
CENTENE CORP DEL COM 15135B101 92,124 1,094,236 SH   SOLE   885,610 0 208,626
CERIDIAN HCM HLDG INC COM 15677J108 199,524 2,918,720 SH   SOLE   2,617,757 0 300,963
CHECK POINT SOFTWARE TECH LT ORD M22465104 62,316 450,718 SH   SOLE   450,718 0 0
CHEGG INC COM 163092109 221,149 6,095,631 SH   SOLE   5,307,244 0 788,387
CHIPOTLE MEXICAN GRILL INC COM 169656105 435,881 275,520 SH   SOLE   254,657 0 20,863
CIGNA CORP NEW COM 125523100 89,468 373,392 SH   SOLE   373,392 0 0
CINTAS CORP COM 172908105 110,901 260,704 SH   SOLE   248,636 0 12,068
CISCO SYS INC COM 17275R102 73,906 1,325,424 SH   SOLE   1,325,424 0 0
CITIGROUP INC COM NEW 172967424 760,488 14,241,356 SH   SOLE   12,689,444 0 1,551,912
CME GROUP INC COM 12572Q105 67,614 284,260 SH   SOLE   284,260 0 0
CNH INDL N V SHS N20944109 146,066 9,209,685 SH   SOLE   8,791,525 0 418,160
COGNEX CORP COM 192422103 151,630 1,965,394 SH   SOLE   1,773,385 0 192,009
COHEN & STEERS INC COM 19247A100 233 2,709 SH   SOLE   2,709 0 0
COMCAST CORP NEW CL A 20030N101 121,094 2,586,377 SH   SOLE   2,586,377 0 0
COMPASS INC CL A 20464U100 35,486 4,514,771 SH   SOLE   3,913,613 0 601,158
COMPUGEN LTD ORD M25722105 2,619 813,385 SH   SOLE   642,386 0 170,999
COOPER COS INC COM NEW 216648402 72,877 174,517 SH   SOLE   165,560 0 8,957
CORTEVA INC COM 22052L104 97,221 1,691,387 SH   SOLE   1,368,910 0 322,477
CREDICORP LTD COM G2519Y108 13,696 79,691 SH   SOLE   48,978 0 30,713
CROWDSTRIKE HLDGS INC CL A 22788C105 306,911 1,351,556 SH   SOLE   1,351,556 0 0
CROWN HLDGS INC COM 228368106 49,491 395,645 SH   SOLE   282,993 0 112,652
CYBERARK SOFTWARE LTD SHS M2682V108 157,651 934,231 SH   SOLE   756,678 0 177,553
DANAHER CORPORATION COM 235851102 746,913 2,546,324 SH   SOLE   2,241,583 0 304,741
DARLING INGREDIENTS INC COM 237266101 50,553 628,919 SH   SOLE   449,984 0 178,935
DATADOG INC CL A COM 23804L103 319,465 2,109,097 SH   SOLE   1,934,521 0 174,576
DENALI THERAPEUTICS INC COM 24823R105 16,861 524,131 SH   SOLE   454,900 0 69,231
DENTSPLY SIRONA INC COM 24906P109 574,372 11,669,482 SH   SOLE   10,295,116 0 1,374,366
DESCARTES SYS GROUP INC COM 249906108 91,609 1,251,235 SH   SOLE   988,435 0 262,800
DESPEGAR COM CORP ORD SHS G27358103 20,670 1,694,242 SH   SOLE   1,079,269 0 614,973
DEXCOM INC COM 252131107 231,740 452,971 SH   SOLE   429,701 0 23,270
DISCOVERY INC COM SER C 25470F302 79,300 3,175,822 SH   SOLE   3,175,822 0 0
DISNEY WALT CO COM 254687106 62,873 458,395 SH   SOLE   458,395 0 0
DOLLAR TREE INC COM 256746108 83,814 523,345 SH   SOLE   499,528 0 23,817
DOUBLEVERIFY HLDGS INC COM 25862V105 31,691 1,259,089 SH   SOLE   1,091,430 0 167,659
ELECTRONIC ARTS INC COM 285512109 141,652 1,119,691 SH   SOLE   1,023,112 0 96,579
ENTEGRIS INC COM 29362U104 227,061 1,729,855 SH   SOLE   1,640,965 0 88,890
ENVISTA HOLDINGS CORPORATION COM 29415F104 152,874 3,138,448 SH   SOLE   2,754,291 0 384,157
EOG RES INC COM 26875P101 161,218 1,352,158 SH   SOLE   1,352,158 0 0
EQT CORP COM 26884L109 53,105 1,543,306 SH   SOLE   1,103,841 0 439,465
ESTABLISHMENT LABS HLDGS INC COM G31249108 20,495 304,121 SH   SOLE   246,619 0 57,502
EVENTBRITE INC COM CL A 29975E109 45,093 3,053,039 SH   SOLE   2,646,397 0 406,642
EVOTEC AG SPONSORED ADS 30050E105 34,781 2,298,806 SH   SOLE   1,982,929 0 315,877
EXACT SCIENCES CORP COM 30063P105 75,205 1,075,586 SH   SOLE   1,020,378 0 55,208
EXPEDIA GROUP INC COM NEW 30212P303 983,639 5,027,030 SH   SOLE   4,415,274 0 611,756
EXPEDITORS INTL WASH INC COM 302130109 28,726 278,458 SH   SOLE   225,180 0 53,278
FABRINET SHS G3323L100 106,867 1,016,527 SH   SOLE   822,779 0 193,748
FEDEX CORP COM 31428X106 146,336 632,422 SH   SOLE   632,422 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 550,849 5,485,447 SH   SOLE   4,710,454 0 774,993
FIRST REP BK SAN FRANCISCO C COM 33616C100 264,868 1,633,976 SH   SOLE   1,425,703 0 208,273
FLOOR & DECOR HLDGS INC CL A 339750101 70,065 865,002 SH   SOLE   749,585 0 115,417
FORTIVE CORP COM 34959J108 342,174 5,615,852 SH   SOLE   5,244,948 0 370,904
FRESHPET INC COM 358039105 42,176 410,913 SH   SOLE   356,341 0 54,572
FRESHWORKS INC CLASS A COM 358054104 29,646 1,654,340 SH   SOLE   1,434,747 0 219,593
GALLAGHER ARTHUR J & CO COM 363576109 136,459 781,550 SH   SOLE   745,120 0 36,430
GARMIN LTD SHS H2906T109 536,928 4,526,835 SH   SOLE   4,325,304 0 201,531
GCM GROSVENOR INC COM CL A 36831E108 165 17,009 SH   SOLE   17,009 0 0
GENERAC HLDGS INC COM 368736104 260,960 877,884 SH   SOLE   832,800 0 45,084
GENIUS SPORTS LIMITED SHARES CL A G3934V109 11,736 2,551,221 SH   SOLE   2,210,998 0 340,223
GENMAB A/S SPONSORED ADS 372303206 86,878 2,401,280 SH   SOLE   2,081,912 0 319,368
GENTEX CORP COM 371901109 71,723 2,458,790 SH   SOLE   1,990,007 0 468,783
GLAUKOS CORP COM 377322102 113,925 1,970,343 SH   SOLE   1,595,860 0 374,483
GLOBAL E ONLINE LTD SHS M5216V106 150,655 4,459,884 SH   SOLE   4,162,456 0 297,428
GLOBAL PMTS INC COM 37940X102 473,674 3,461,519 SH   SOLE   3,149,751 0 311,768
GLOBANT S A COM L44385109 12,943 49,386 SH   SOLE   30,058 0 19,328
GLOBE LIFE INC COM 37959E102 97,525 969,438 SH   SOLE   784,607 0 184,831
GOLDMAN SACHS GROUP INC COM 38141G104 95,751 290,067 SH   SOLE   290,067 0 0
GRUPO FINANCIERO GALICIA S.A SPONSORED ADR 399909100 8,044 744,776 SH   SOLE   455,932 0 288,844
GUIDEWIRE SOFTWARE INC COM 40171V100 113,753 1,202,213 SH   SOLE   1,041,782 0 160,431
HALOZYME THERAPEUTICS INC COM 40637H109 370,313 9,285,686 SH   SOLE   7,851,867 0 1,433,819
HARLEY DAVIDSON INC COM 412822108 19,231 488,096 SH   SOLE   488,096 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 199,417 3,251,545 SH   SOLE   3,251,545 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 211,793 1,395,765 SH   SOLE   1,330,867 0 64,898
HORIZON THERAPEUTICS PUB L SHS G46188101 27,065 257,245 SH   SOLE   183,997 0 73,248
HUBSPOT INC COM 443573100 1,053,744 2,218,689 SH   SOLE   1,990,030 0 228,659
I MAB SPONSORED ADS 44975P103 23,064 1,420,225 SH   SOLE   1,239,602 0 180,623
IAC INTERACTIVECORP NEW COM NEW 44891N208 69,039 688,465 SH   SOLE   556,685 0 131,780
ICICI BANK LIMITED ADR 45104G104 13,452 710,268 SH   SOLE   246,910 0 463,358
IMPERIAL OIL LTD COM NEW 453038408 511,337 10,566,079 SH   SOLE   9,491,745 0 1,074,334
INGERSOLL RAND INC COM 45687V106 1,139,469 22,630,960 SH   SOLE   19,574,568 0 3,056,392
INSPIRE MED SYS INC COM 457730109 44,404 172,988 SH   SOLE   140,315 0 32,673
INTUIT COM 461202103 163,184 339,373 SH   SOLE   323,575 0 15,798
IOVANCE BIOTHERAPEUTICS INC COM 462260100 45,155 2,712,014 SH   SOLE   2,352,525 0 359,489
IRHYTHM TECHNOLOGIES INC COM 450056106 51,734 328,533 SH   SOLE   266,116 0 62,417
ISHARES TR INDIA 50 ETF 464289529 4,504 97,534 SH   SOLE   97,534 0 0
JOHNSON CTLS INTL PLC SHS G51502105 284,101 4,332,787 SH   SOLE   4,011,483 0 321,304
JONES LANG LASALLE INC COM 48020Q107 66,790 278,918 SH   SOLE   225,739 0 53,179
KE HLDGS INC SPONSORED ADS 482497104 6,639 536,671 SH   SOLE   536,671 0 0
KINGSOFT CLOUD HLDGS LTD ADS 49639K101 3,145 518,119 SH   SOLE   318,399 0 199,720
KIRBY CORP COM 497266106 67,080 929,216 SH   SOLE   752,054 0 177,162
KORNIT DIGITAL LTD SHS M6372Q113 196,791 2,379,860 SH   SOLE   1,927,677 0 452,183
KROGER CO COM 501044101 88,059 1,534,929 SH   SOLE   1,241,100 0 293,829
L3HARRIS TECHNOLOGIES INC COM 502431109 33,275 133,919 SH   SOLE   95,783 0 38,136
LAMAR ADVERTISING CO NEW CL A 512816109 111,782 962,142 SH   SOLE   779,320 0 182,822
LANTHEUS HLDGS INC COM 516544103 93,441 1,689,414 SH   SOLE   1,369,032 0 320,382
LATTICE SEMICONDUCTOR CORP COM 518415104 584,425 9,588,605 SH   SOLE   8,539,507 0 1,049,098
LAUDER ESTEE COS INC CL A 518439104 140,475 515,844 SH   SOLE   515,844 0 0
LEGEND BIOTECH CORP SPONSORED ADS 52490G102 64,761 1,782,085 SH   SOLE   1,443,366 0 338,719
LESLIES INC COM 527064109 32,668 1,687,415 SH   SOLE   1,462,619 0 224,796
LIBERTY BROADBAND CORP COM SER C 530307305 29,179 215,630 SH   SOLE   174,515 0 41,115
LIBERTY GLOBAL PLC SHS CL A G5480U104 279,394 10,952,346 SH   SOLE   10,487,401 0 464,945
LIBERTY GLOBAL PLC SHS CL C G5480U120 237,075 9,149,955 SH   SOLE   8,699,306 0 450,649
LIBERTY MEDIA CORP DEL COM A SIRIUSXM 531229409 36,556 799,747 SH   SOLE   647,272 0 152,475
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607 36,353 794,948 SH   SOLE   643,385 0 151,563
LINDE PLC SHS G5494J103 327,114 1,024,056 SH   SOLE   976,406 0 47,650
LIONS GATE ENTMNT CORP CL A VTG 535919401 15,427 949,345 SH   SOLE   767,031 0 182,314
LIONS GATE ENTMNT CORP CL B NON VTG 535919500 31,114 2,070,104 SH   SOLE   1,675,422 0 394,682
LIVE OAK BANCSHARES INC COM 53803X105 46,399 911,755 SH   SOLE   790,168 0 121,587
LOWES COS INC COM 548661107 461,603 2,283,017 SH   SOLE   1,960,039 0 322,978
LPL FINL HLDGS INC COM 50212V100 277,825 1,520,828 SH   SOLE   1,442,739 0 78,089
LULULEMON ATHLETICA INC COM 550021109 596,621 1,633,549 SH   SOLE   1,443,464 0 190,085
LUXFER HOLDINGS PLC SHS G5698W116 454 27,015 SH   SOLE   27,015 0 0
LYFT INC CL A COM 55087P104 177,842 4,631,308 SH   SOLE   4,266,064 0 365,244
M & T BK CORP COM 55261F104 64,411 380,003 SH   SOLE   307,551 0 72,452
MADRIGAL PHARMACEUTICALS INC COM 558868105 21,961 223,816 SH   SOLE   182,008 0 41,808
MARRIOTT INTL INC NEW CL A 571903202 205,846 1,171,244 SH   SOLE   1,062,502 0 108,742
MARSH & MCLENNAN COS INC COM 571748102 676,799 3,971,357 SH   SOLE   3,535,929 0 435,428
MARTIN MARIETTA MATLS INC COM 573284106 164,883 428,390 SH   SOLE   408,469 0 19,921
MASTERCARD INCORPORATED CL A 57636Q104 68,659 192,119 SH   SOLE   192,119 0 0
MATCH GROUP INC NEW COM 57667L107 276,886 2,546,308 SH   SOLE   2,416,524 0 129,784
MAXCYTE INC COM 57777K106 8,940 1,278,989 SH   SOLE   1,036,907 0 242,082
MEDTRONIC PLC SHS G5960L103 77,530 698,780 SH   SOLE   698,780 0 0
MERCADOLIBRE INC COM 58733R102 416,662 350,289 SH   SOLE   341,188 0 9,101
MERCK & CO INC COM 58933Y105 97,815 1,192,136 SH   SOLE   1,192,136 0 0
META PLATFORMS INC CL A 30303M102 1,165,095 5,239,678 SH   SOLE   4,736,335 0 503,343
MICROSOFT CORP COM 594918104 1,062,161 3,445,108 SH   SOLE   3,076,240 0 368,868
MODEL N INC COM 607525102 87,858 3,266,079 SH   SOLE   2,648,839 0 617,240
MOELIS & CO CL A 60786M105 70,297 1,497,270 SH   SOLE   1,210,750 0 286,520
MONOLITHIC PWR SYS INC COM 609839105 383,210 789,018 SH   SOLE   713,910 0 75,108
MORGAN STANLEY COM NEW 617446448 101,141 1,157,218 SH   SOLE   1,157,218 0 0
MORNINGSTAR INC COM 617700109 110,510 404,548 SH   SOLE   311,230 0 93,318
MOTOROLA SOLUTIONS INC COM NEW 620076307 123,978 511,884 SH   SOLE   488,104 0 23,780
MSCI INC COM 55354G100 279,459 555,718 SH   SOLE   527,168 0 28,550
MYRIAD GENETICS INC COM 62855J104 58,645 2,327,170 SH   SOLE   1,885,083 0 442,087
NANOSTRING TECHNOLOGIES INC COM 63009R109 11,548 332,326 SH   SOLE   271,929 0 60,397
NASDAQ INC COM 631103108 367,256 2,060,920 SH   SOLE   1,848,593 0 212,327
NATERA INC COM 632307104 33,580 825,459 SH   SOLE   590,404 0 235,055
NEOGENOMICS INC COM NEW 64049M209 61,824 5,088,357 SH   SOLE   4,586,985 0 501,372
NETAPP INC COM 64110D104 64,007 771,173 SH   SOLE   624,641 0 146,532
NETEASE INC SPONSORED ADS 64110W102 5,925 66,057 SH   SOLE   66,057 0 0
NETFLIX INC COM 64110L106 612,276 1,634,523 SH   SOLE   1,505,257 0 129,266
NEVRO CORP COM 64157F103 26,748 369,808 SH   SOLE   299,509 0 70,299
NEW YORK TIMES CO CL A 650111107 179,693 3,920,013 SH   SOLE   3,718,882 0 201,131
NEWS CORP NEW CL A 65249B109 88,074 3,976,233 SH   SOLE   3,218,135 0 758,098
NEXTERA ENERGY INC COM 65339F101 1,138,234 13,436,836 SH   SOLE   11,707,213 0 1,729,623
NICE LTD SPONSORED ADR 653656108 625,173 2,854,671 SH   SOLE   2,301,478 0 553,193
NIO INC SPON ADS 62914V106 8,635 410,206 SH   SOLE   252,449 0 157,757
NOAH HLDGS LTD SPON ADS CL A 65487X102 7,843 333,303 SH   SOLE   211,675 0 121,628
NOKIA CORP SPONSORED ADR 654902204 382,270 70,012,821 SH   SOLE   66,823,044 0 3,189,777
NORTHERN TR CORP COM 665859104 80,449 690,849 SH   SOLE   559,579 0 131,270
NORTHROP GRUMMAN CORP COM 666807102 100,354 224,395 SH   SOLE   224,395 0 0
NOV INC COM 62955J103 145,260 7,407,445 SH   SOLE   5,773,867 0 1,633,578
NOVANTA INC COM 67000B104 160,710 1,129,455 SH   SOLE   942,166 0 187,289
NU HLDGS LTD ORD SHS CL A G6683N103 201,497 26,100,700 SH   SOLE   23,869,545 0 2,231,155
NVENT ELECTRIC PLC SHS G6700G107 98,705 2,837,981 SH   SOLE   2,298,366 0 539,615
NVIDIA CORPORATION COM 67066G104 397,285 1,456,004 SH   SOLE   1,456,004 0 0
NXP SEMICONDUCTORS N V COM N6596X109 76,849 415,219 SH   SOLE   415,219 0 0
OGE ENERGY CORP COM 670837103 97,223 2,384,075 SH   SOLE   1,930,603 0 453,472
OLO INC CL A 68134L109 25,588 1,931,139 SH   SOLE   1,673,967 0 257,172
OMNICOM GROUP INC COM 681919106 78,097 920,087 SH   SOLE   745,062 0 175,025
ON SEMICONDUCTOR CORP COM 682189105 654,961 10,460,966 SH   SOLE   9,148,961 0 1,312,005
OPTIMIZERX CORP COM NEW 68401U204 31,227 828,095 SH   SOLE   718,104 0 109,991
OPTION CARE HEALTH INC COM NEW 68404L201 38,323 1,341,859 SH   SOLE   1,162,937 0 178,922
ORCHARD THERAPEUTICS PLC ADS 68570P101 3,801 5,338,766 SH   SOLE   4,451,255 0 887,511
OTIS WORLDWIDE CORP COM 68902V107 49,986 649,594 SH   SOLE   526,248 0 123,346
OZON HLDGS PLC SPONSORED ADS 69269L104 0 298,287 SH   SOLE   192,748 0 105,539
PAPA JOHNS INTL INC COM 698813102 89,981 854,678 SH   SOLE   740,857 0 113,821
PAYCOR HCM INC COM 70435P102 39,097 1,343,063 SH   SOLE   1,164,105 0 178,958
PHILIP MORRIS INTL INC COM 718172109 110,130 1,172,340 SH   SOLE   1,172,340 0 0
PINDUODUO INC SPONSORED ADS 722304102 6,847 170,710 SH   SOLE   170,710 0 0
PROCORE TECHNOLOGIES INC COM 74275K108 14,989 258,608 SH   SOLE   224,147 0 34,461
PROGRESSIVE CORP COM 743315103 1,069,725 9,384,374 SH   SOLE   8,216,292 0 1,168,082
PS BUSINESS PKS INC CALIF COM 69360J107 41,678 247,963 SH   SOLE   200,806 0 47,157
PUBLIC STORAGE COM 74460D109 62,829 160,984 SH   SOLE   130,412 0 30,572
Q2 HLDGS INC COM 74736L109 127,722 2,071,722 SH   SOLE   1,795,345 0 276,377
QUOTIENT LTD SHS G73268107 526 438,442 SH   SOLE   367,075 0 71,367
RADWARE LTD ORD M81873107 116,120 3,632,140 SH   SOLE   2,942,002 0 690,138
RAYTHEON TECHNOLOGIES CORP COM 75513E101 77,544 782,715 SH   SOLE   782,715 0 0
RELAY THERAPEUTICS INC COM 75943R102 9,100 304,054 SH   SOLE   249,140 0 54,914
REPLIGEN CORP COM 759916109 29,878 158,849 SH   SOLE   137,807 0 21,042
ROKU INC COM CL A 77543R102 68,052 543,241 SH   SOLE   515,437 0 27,804
S&P GLOBAL INC COM 78409V104 690,056 1,682,326 SH   SOLE   1,465,642 0 216,684
SBA COMMUNICATIONS CORP NEW CL A 78410G104 146,640 426,156 SH   SOLE   406,672 0 19,484
SCHLUMBERGER LTD COM STK 806857108 668,111 16,173,096 SH   SOLE   13,477,399 0 2,695,697
SCHWAB CHARLES CORP COM 808513105 705,354 8,366,196 SH   SOLE   7,171,482 0 1,194,714
SEA LTD SPONSORD ADS 81141R100 387,246 3,232,704 SH   SOLE   3,212,215 0 20,489
SEER INC COM CL A 81578P106 9,391 616,190 SH   SOLE   534,128 0 82,062
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 569,436 11,198,347 SH   SOLE   10,699,750 0 498,597
SHELL PLC SPON ADS 780259305 49,036 892,707 SH   SOLE   705,915 0 186,792
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 28,518 1,673,579 SH   SOLE   1,450,757 0 222,822
SHOCKWAVE MED INC COM 82489T104 159,018 766,870 SH   SOLE   664,722 0 102,148
SHOPIFY INC CL A 82509L107 336,609 497,972 SH   SOLE   427,579 0 70,393
SILVERGATE CAP CORP CL A 82837P408 68,924 457,757 SH   SOLE   396,816 0 60,941
SNAP INC CL A 83304A106 308,029 8,558,732 SH   SOLE   8,558,732 0 0
SOUTHWEST AIRLS CO COM 844741108 541,105 11,814,520 SH   SOLE   10,519,537 0 1,294,983
SPDR S&P 500 ETF Trust OPTIONS 78462F103 159,564 353,300 SH Put SOLE   0 0 0
SPROUT SOCIAL INC COM CL A 85209W109 18,974 236,816 SH   SOLE   205,161 0 31,655
SPROUTS FMRS MKT INC COM 85208M102 5,132 160,467 SH   SOLE   160,467 0 0
STAAR SURGICAL CO COM PAR $0.01 852312305 23,441 293,344 SH   SOLE   238,515 0 54,829
STORE CAP CORP COM 862121100 30,507 1,043,674 SH   SOLE   845,640 0 198,034
STRYKER CORPORATION COM 863667101 36,865 137,892 SH   SOLE   98,629 0 39,263
SUNCOR ENERGY INC NEW COM 867224107 560,149 17,205,654 SH   SOLE   16,433,973 0 771,681
SVB FINANCIAL GROUP COM 78486Q101 424,624 759,002 SH   SOLE   689,188 0 69,814
SYNCHRONY FINANCIAL COM 87165B103 165,130 4,743,745 SH   SOLE   4,308,507 0 435,238
SYNOPSYS INC COM 871607107 294,104 882,479 SH   SOLE   837,162 0 45,317
SYSCO CORP COM 871829107 58,723 719,210 SH   SOLE   582,407 0 136,803
T-MOBILE US INC COM 872590104 264,378 2,059,820 SH   SOLE   1,856,816 0 203,004
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 45,020 431,806 SH   SOLE   366,233 0 65,573
TELEDYNE TECHNOLOGIES INC COM 879360105 356,080 753,401 SH   SOLE   658,402 0 94,999
TELEFONICA BRASIL SA NEW ADR 87936R205 928,290 82,514,645 SH   SOLE   76,017,202 0 6,497,443
TENARIS S A SPONSORED ADS 88031M109 68,855 2,289,833 SH   SOLE   2,186,978 0 102,855
TESLA INC COM 88160R101 134,528 124,840 SH   SOLE   109,218 0 15,622
THREDUP INC CL A 88556E102 26,389 3,427,134 SH   SOLE   2,970,851 0 456,283
TJX COS INC NEW COM 872540109 34,858 575,402 SH   SOLE   411,513 0 163,889
TRADEWEB MKTS INC CL A 892672106 357,732 4,071,151 SH   SOLE   3,687,744 0 383,407
TRAEGER INC COMMON STOCK 89269P103 14,210 1,909,902 SH   SOLE   1,656,730 0 253,172
TRANSDIGM GROUP INC COM 893641100 128,559 197,315 SH   SOLE   188,328 0 8,987
TRANSUNION COM 89400J107 245,451 2,375,175 SH   SOLE   2,253,509 0 121,666
TREX CO INC COM 89531P105 126,846 1,941,622 SH   SOLE   1,805,435 0 136,187
TRIMBLE INC COM 896239100 186,155 2,580,463 SH   SOLE   2,444,108 0 136,355
TWITTER INC NOTE 3/1 90184LAN2 39 46,000 PRN   SOLE   0 0 46,000
TYLER TECHNOLOGIES INC COM 902252105 276,611 621,752 SH   SOLE   569,899 0 51,853
TYSON FOODS INC CL A 902494103 95,520 1,065,716 SH   SOLE   863,033 0 202,683
UNDER ARMOUR INC CL A 904311107 69,909 4,107,469 SH   SOLE   3,896,799 0 210,670
UNION PAC CORP COM 907818108 203,836 746,079 SH   SOLE   711,367 0 34,712
UNITEDHEALTH GROUP INC COM 91324P102 41,716 81,800 SH   SOLE   62,608 0 19,192
UNITEDHEALTH GROUP INC OPTIONS 91324P102 168,239 329,900 SH Call SOLE   0 0 0
UNITY SOFTWARE INC COM 91332U101 308,373 3,108,289 SH   SOLE   3,108,289 0 0
VAIL RESORTS INC COM 91879Q109 76,249 292,962 SH   SOLE   236,890 0 56,072
VALMONT INDS INC COM 920253101 207,941 871,506 SH   SOLE   677,351 0 194,155
VAPOTHERM INC COM 922107107 27,588 1,984,778 SH   SOLE   1,721,610 0 263,168
VAREX IMAGING CORP COM 92214X106 34,624 1,626,291 SH   SOLE   1,316,990 0 309,301
VEEVA SYS INC CL A COM 922475108 1,674,967 7,883,682 SH   SOLE   7,033,117 0 850,565
VERACYTE INC COM 92337F107 124,240 4,506,347 SH   SOLE   3,905,195 0 601,152
VERASTEM INC COM 92337C104 2,741 1,944,131 SH   SOLE   1,545,622 0 398,509
VERISK ANALYTICS INC COM 92345Y106 25,448 118,567 SH   SOLE   113,103 0 5,464
VERTEX PHARMACEUTICALS INC COM 92532F100 123,802 474,393 SH   SOLE   474,393 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 26,826 1,916,108 SH   SOLE   1,372,827 0 543,281
VIEWRAY INC COM 92672L107 80,872 20,630,689 SH   SOLE   16,477,699 0 4,152,990
VIMEO INC COMMON STOCK 92719V100 4,464 375,728 SH   SOLE   309,844 0 65,884
VISA INC COM CL A 92826C839 446,077 2,011,440 SH   SOLE   1,992,308 0 19,132
VISA INC OPTIONS 92826C839 47,858 215,800 SH Call SOLE   0 0 0
VULCAN MATLS CO COM 929160109 80,049 435,760 SH   SOLE   415,924 0 19,836
WEST PHARMACEUTICAL SVSC INC COM 955306105 223,713 544,699 SH   SOLE   516,766 0 27,933
WHITE MTNS INS GROUP LTD COM G9618E107 134,941 118,761 SH   SOLE   113,377 0 5,384
WILLIS TOWERS WATSON PLC LTD SHS G96629103 1,020,490 4,320,083 SH   SOLE   4,044,130 0 275,953
WINGSTOP INC COM 974155103 88,469 753,886 SH   SOLE   653,323 0 100,563
WNS HLDGS LTD SPON ADR 92932M101 115,479 1,350,791 SH   SOLE   1,093,331 0 257,460
WOLFSPEED INC COM 977852102 264,115 2,319,645 SH   SOLE   1,866,159 0 453,486
WORKIVA INC COM CL A 98139A105 167,776 1,421,829 SH   SOLE   1,146,100 0 275,729
YANDEX N V SHS CLASS A N97284108 0 1,974,776 SH   SOLE   1,914,160 0 60,616
YETI HLDGS INC COM 98585X104 142,999 2,384,106 SH   SOLE   2,203,868 0 180,238
ZOETIS INC CL A 98978V103 178,538 946,697 SH   SOLE   903,422 0 43,275
ZOOMINFO TECHNOLOGIES INC COM CL A 98980F104 278,046 4,654,269 SH   SOLE   4,416,514 0 237,755
ZSCALER INC COM 98980G102 359,238 1,488,886 SH   SOLE   1,374,231 0 114,655
ZYNGA INC CL A 98986T108 415,308 44,946,724 SH   SOLE   40,214,374 0 4,732,350