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 15,628 96,402 SH   SOLE   69,970 0 26,432
ADVANCED DRAIN SYS INC DEL COM 00790R104 151,407 1,274,366 SH   SOLE   1,126,736 0 147,630
ADVANCED MICRO DEVICES INC COM 007903107 45,756 418,479 SH   SOLE   366,741 0 51,738
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 7,470 37,120 SH   SOLE   24,380 0 12,740
ALKERMES PLC SHS G01767105 630 23,945 SH   SOLE   23,945 0 0
ALPHABET INC CAP STK CL A 02079K305 495,915 178,300 SH   SOLE   156,024 0 22,276
ALPHABET INC CAP STK CL C 02079K107 13,214 4,731 SH   SOLE   3,369 0 1,362
AMAZON COM INC COM 023135106 339,064 104,009 SH   SOLE   90,352 0 13,657
AMEDISYS INC COM 023436108 50,716 294,367 SH   SOLE   249,462 0 44,905
AMERICAN ASSETS TR INC COM 024013104 37,856 999,093 SH   SOLE   846,683 0 152,410
AMERICAN FINL GROUP INC OHIO COM 025932104 120,535 827,740 SH   SOLE   744,843 0 82,897
AMERICAN INTL GROUP INC COM NEW 026874784 7,985 127,205 SH   SOLE   85,110 0 42,095
AMETEK INC COM 031100100 171,936 1,291,008 SH   SOLE   1,049,122 0 241,886
APPLE INC COM 037833100 686,986 3,934,402 SH   SOLE   3,415,794 0 518,608
APPLIED MATLS INC COM 038222105 105,817 802,864 SH   SOLE   703,726 0 99,138
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 57,380 706,384 SH   SOLE   599,994 0 106,390
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101 309,247 2,635,027 SH   SOLE   2,327,675 0 307,352
ATKORE INC COM 047649108 167,224 1,698,736 SH   SOLE   1,493,548 0 205,188
ATLASSIAN CORP PLC CL A G06242104 51,538 175,401 SH   SOLE   143,351 0 32,050
AVALARA INC COM 05338G106 119,013 1,195,989 SH   SOLE   1,011,086 0 184,903
AVANTOR INC COM 05352A100 102,909 3,042,836 SH   SOLE   2,474,430 0 568,406
AVERY DENNISON CORP COM 053611109 4,478 25,740 SH   SOLE   25,740 0 0
AVIENT CORPORATION COM 05368V106 31,169 649,353 SH   SOLE   552,323 0 97,030
AXALTA COATING SYS LTD COM G0750C108 22,992 935,377 SH   SOLE   794,147 0 141,230
AZENTA INC COM 114340102 33,975 409,930 SH   SOLE   348,360 0 61,570
BILL COM HLDGS INC COM 090043100 35,741 157,596 SH   SOLE   138,876 0 18,720
BIO RAD LABS INC CL A 090572207 192,530 341,832 SH   SOLE   303,191 0 38,641
BIOGEN INC COM 09062X103 616 2,927 SH   SOLE   497 0 2,430
BLACK KNIGHT INC COM 09215C105 670 11,550 SH   SOLE   11,550 0 0
BLACKLINE INC COM 09239B109 20,305 277,317 SH   SOLE   235,997 0 41,320
BLUEPRINT MEDICINES CORP COM 09627Y109 74,958 1,173,421 SH   SOLE   1,017,111 0 156,310
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 46,151 525,401 SH   SOLE   459,935 0 65,466
BRIGHT HORIZONS FAM SOL IN D COM 109194100 4,969 37,450 SH   SOLE   37,450 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 6,725 92,090 SH   SOLE   92,090 0 0
BROADCOM INC COM 11135F101 24,513 38,930 SH   SOLE   28,440 0 10,490
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 92,951 1,643,108 SH   SOLE   1,327,408 0 315,700
BRP GROUP INC COM CL A 05589G102 26,686 994,644 SH   SOLE   849,540 0 145,104
BRP INC COM SUN VTG 05577W200 72,021 880,561 SH   SOLE   770,657 0 109,904
BUNGE LIMITED COM G16962105 7,982 72,035 SH   SOLE   50,560 0 21,475
CATALENT INC COM 148806102 78,396 706,907 SH   SOLE   617,467 0 89,440
CELANESE CORP DEL COM 150870103 50,806 355,609 SH   SOLE   265,879 0 89,730
CHART INDS INC COM 16115Q308 20,328 118,342 SH   SOLE   100,762 0 17,580
CHURCHILL DOWNS INC COM 171484108 45,539 205,335 SH   SOLE   174,375 0 30,960
CIENA CORP COM NEW 171779309 60,561 998,865 SH   SOLE   814,935 0 183,930
CISCO SYS INC COM 17275R102 8,113 145,495 SH   SOLE   95,890 0 49,605
CIVITAS RESOURCES INC COM NEW 17888H103 3,908 65,455 SH   SOLE   44,310 0 21,145
COCA COLA CO COM 191216100 6,730 108,545 SH   SOLE   71,270 0 37,275
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 46,028 693,721 SH   SOLE   590,795 0 102,926
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 33,015 368,187 SH   SOLE   264,101 0 104,086
CONOCOPHILLIPS COM 20825C104 80,248 802,482 SH   SOLE   672,509 0 129,973
COOPER COS INC COM NEW 216648402 76,147 182,349 SH   SOLE   136,785 0 45,564
COPART INC COM 217204106 74,138 590,885 SH   SOLE   441,825 0 149,060
COSTAR GROUP INC COM 22160N109 4,962 74,500 SH   SOLE   74,500 0 0
COSTCO WHSL CORP NEW COM 22160K105 118,629 206,006 SH   SOLE   175,779 0 30,227
CSX CORP COM 126408103 1,071 28,590 SH   SOLE   28,590 0 0
CVS HEALTH CORP COM 126650100 6,154 60,805 SH   SOLE   39,930 0 20,875
DANAHER CORPORATION COM 235851102 9,458 32,243 SH   SOLE   29,418 0 2,825
DEVON ENERGY CORP NEW COM 25179M103 98,279 1,662,079 SH   SOLE   1,460,689 0 201,390
DEXCOM INC COM 252131107 207,618 405,821 SH   SOLE   323,190 0 82,631
DIAMONDBACK ENERGY INC COM 25278X109 65,686 479,178 SH   SOLE   424,218 0 54,960
DISNEY WALT CO COM 254687106 1,084 7,901 SH   SOLE   900 0 7,001
DOUGLAS EMMETT INC COM 25960P109 116,408 3,483,195 SH   SOLE   2,903,715 0 579,480
EAST WEST BANCORP INC COM 27579R104 23,550 298,024 SH   SOLE   244,454 0 53,570
ELANCO ANIMAL HEALTH INC COM 28414H103 11,816 452,877 SH   SOLE   413,866 0 39,011
ENCORE WIRE CORP COM 292562105 120,610 1,057,332 SH   SOLE   953,503 0 103,829
ENDEAVOR GROUP HLDGS INC CL A COM 29260Y109 37,921 1,284,572 SH   SOLE   1,101,584 0 182,988
ENPHASE ENERGY INC COM 29355A107 28,360 140,549 SH   SOLE   123,879 0 16,670
EPAM SYS INC COM 29414B104 12,275 41,383 SH   SOLE   31,233 0 10,150
ESSEX PPTY TR INC COM 297178105 86,076 249,150 SH   SOLE   186,530 0 62,620
ETSY INC COM 29786A106 50,381 405,381 SH   SOLE   303,791 0 101,590
EVERQUOTE INC COM CL A 30041R108 351 21,690 SH   SOLE   21,690 0 0
EXPEDIA GROUP INC COM NEW 30212P303 65,303 333,743 SH   SOLE   273,123 0 60,620
F5 INC COM 315616102 52,027 248,994 SH   SOLE   218,324 0 30,670
FATE THERAPEUTICS INC COM 31189P102 47,312 1,220,321 SH   SOLE   1,095,811 0 124,510
FIDELITY NATL INFORMATION SV COM 31620M106 90,076 896,991 SH   SOLE   751,543 0 145,448
FIRST CTZNS BANCSHARES INC N CL A 31946M103 2,120 3,185 SH   SOLE   3,185 0 0
FIRST INTST BANCSYSTEM INC COM CL A 32055Y201 750 20,410 SH   SOLE   20,410 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 53,792 331,842 SH   SOLE   238,562 0 93,280
FIVE BELOW INC COM 33829M101 85,963 542,801 SH   SOLE   473,191 0 69,610
FLUENCE ENERGY INC COM CL A 34379V103 376 28,707 SH   SOLE   3,260 0 25,447
FLYWIRE CORPORATION COM VTG 302492103 24,363 796,697 SH   SOLE   679,447 0 117,250
FMC CORP COM NEW 302491303 40,090 304,701 SH   SOLE   267,196 0 37,505
FORD MTR CO DEL COM 345370860 6,817 403,125 SH   SOLE   272,390 0 130,735
FORTINET INC COM 34959E109 234,216 685,363 SH   SOLE   547,706 0 137,657
FREEPORT-MCMORAN INC CL B 35671D857 8,886 178,640 SH   SOLE   126,880 0 51,760
GALLAGHER ARTHUR J & CO COM 363576109 104,985 601,288 SH   SOLE   475,023 0 126,265
GARTNER INC COM 366651107 60,309 202,747 SH   SOLE   179,667 0 23,080
GLOBAL PMTS INC COM 37940X102 146,332 1,069,368 SH   SOLE   897,494 0 171,874
GUARDANT HEALTH INC COM 40131M109 10,290 155,342 SH   SOLE   136,580 0 18,762
HAEMONETICS CORP MASS COM 405024100 34,917 552,311 SH   SOLE   469,446 0 82,865
HEICO CORP NEW CL A 422806208 2,553 20,130 SH   SOLE   20,130 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 5,417 324,185 SH   SOLE   219,190 0 104,995
HEXCEL CORP NEW COM 428291108 40,746 685,157 SH   SOLE   574,138 0 111,019
HILTON WORLDWIDE HLDGS INC COM 43300A203 85,146 561,133 SH   SOLE   450,703 0 110,430
HOME DEPOT INC COM 437076102 136,470 455,918 SH   SOLE   390,268 0 65,650
HORIZON THERAPEUTICS PUB L SHS G46188101 95,723 909,829 SH   SOLE   738,959 0 170,870
HUBSPOT INC COM 443573100 134,328 282,831 SH   SOLE   236,946 0 45,885
HUMANA INC COM 444859102 88,956 204,417 SH   SOLE   173,549 0 30,868
ICON PLC SHS G4705A100 321,350 1,321,231 SH   SOLE   1,108,081 0 213,150
IDEX CORP COM 45167R104 100,969 526,620 SH   SOLE   421,005 0 105,615
IDEXX LABS INC COM 45168D104 112,334 205,342 SH   SOLE   159,862 0 45,480
ILLINOIS TOOL WKS INC COM 452308109 3,514 16,782 SH   SOLE   14,886 0 1,896
INDEPENDENCE RLTY TR INC COM 45378A106 47,448 1,794,546 SH   SOLE   1,575,246 0 219,300
INNOVIVA INC COM 45781M101 57,112 2,951,512 SH   SOLE   2,520,913 0 430,599
INSPIRE MED SYS INC COM 457730109 49,548 193,026 SH   SOLE   166,826 0 26,200
INSULET CORP COM 45784P101 92,590 347,573 SH   SOLE   278,063 0 69,510
INTERNATIONAL BUSINESS MACHS COM 459200101 6,381 49,075 SH   SOLE   33,100 0 15,975
INTUIT COM 461202103 67,402 140,175 SH   SOLE   115,076 0 25,099
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108 107,363 8,534,416 SH   SOLE   7,729,516 0 804,900
ITT INC COM 45073V108 46,891 623,462 SH   SOLE   556,024 0 67,438
JOHNSON & JOHNSON COM 478160104 8,578 48,403 SH   SOLE   31,808 0 16,595
JPMORGAN CHASE & CO COM 46625H100 4,253 31,195 SH   SOLE   21,060 0 10,135
JUNIPER NETWORKS INC COM 48203R104 13,014 350,210 SH   SOLE   350,210 0 0
LAM RESEARCH CORP COM 512807108 6,814 12,675 SH   SOLE   8,330 0 4,345
LIGHTSPEED COMMERCE INC SUB VTG SHS 53229C107 66,459 2,181,135 SH   SOLE   1,671,746 0 509,389
LINCOLN ELEC HLDGS INC COM 533900106 76,645 556,165 SH   SOLE   480,035 0 76,130
LIVE NATION ENTERTAINMENT IN COM 538034109 95,571 812,404 SH   SOLE   661,438 0 150,966
LPL FINL HLDGS INC COM 50212V100 157,770 863,640 SH   SOLE   719,793 0 143,847
LULULEMON ATHLETICA INC COM 550021109 56,485 154,655 SH   SOLE   115,870 0 38,785
LUMENTUM HLDGS INC COM 55024U109 71,480 732,382 SH   SOLE   667,272 0 65,110
MADISON SQUARE GRDN ENTERTNM CL A 55826T102 21,717 260,675 SH   SOLE   222,445 0 38,230
MARRIOTT INTL INC NEW CL A 571903202 76,447 434,978 SH   SOLE   357,238 0 77,740
MARVELL TECHNOLOGY INC COM 573874104 20,116 280,512 SH   SOLE   279,132 0 1,380
MAXLINEAR INC COM 57776J100 42,180 722,882 SH   SOLE   634,187 0 88,695
MEDIAALPHA INC CL A 58450V104 344 20,780 SH   SOLE   20,780 0 0
MERCADOLIBRE INC COM 58733R102 805 677 SH   SOLE   116 0 561
META PLATFORMS INC CL A 30303M102 192,818 867,145 SH   SOLE   762,020 0 105,125
METTLER TOLEDO INTERNATIONAL COM 592688105 9,689 7,056 SH   SOLE   5,987 0 1,069
MGM RESORTS INTERNATIONAL COM 552953101 142,132 3,388,938 SH   SOLE   2,985,544 0 403,394
MICROCHIP TECHNOLOGY INC. COM 595017104 162,168 2,158,216 SH   SOLE   1,679,003 0 479,213
MICROSOFT CORP COM 594918104 449,456 1,457,807 SH   SOLE   1,240,604 0 217,203
MKS INSTRS INC COM 55306N104 86,496 576,643 SH   SOLE   499,183 0 77,460
MONGODB INC CL A 60937P106 122,822 276,882 SH   SOLE   223,082 0 53,800
MORGAN STANLEY COM NEW 617446448 66,323 758,843 SH   SOLE   654,386 0 104,457
MSCI INC COM 55354G100 67,297 133,824 SH   SOLE   104,799 0 29,025
NATIONAL HEALTH INVS INC COM 63633D104 46,800 793,087 SH   SOLE   682,137 0 110,950
NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 493 7,860 SH   SOLE   7,860 0 0
NATIONAL VISION HLDGS INC COM 63845R107 102,412 2,350,519 SH   SOLE   2,044,591 0 305,928
NCR CORP NEW COM 62886E108 24,049 598,377 SH   SOLE   509,512 0 88,865
NETAPP INC COM 64110D104 66,281 798,561 SH   SOLE   597,256 0 201,305
NEUROCRINE BIOSCIENCES INC COM 64125C109 51,984 554,491 SH   SOLE   486,131 0 68,360
NEWMONT CORP COM 651639106 7,927 99,772 SH   SOLE   69,001 0 30,771
NEXSTAR MEDIA GROUP INC CL A 65336K103 5,001 26,535 SH   SOLE   17,970 0 8,565
NICE LTD SPONSORED ADR 653656108 102,044 465,953 SH   SOLE   428,683 0 37,270
NIKE INC CL B 654106103 96,298 715,652 SH   SOLE   589,193 0 126,459
NUTANIX INC CL A 67059N108 52,315 1,950,590 SH   SOLE   1,444,853 0 505,737
NVIDIA CORPORATION COM 67066G104 152,196 557,782 SH   SOLE   489,936 0 67,846
NXP SEMICONDUCTORS N V COM N6596X109 578 3,121 SH   SOLE   360 0 2,761
OLD DOMINION FREIGHT LINE IN COM 679580100 373 1,249 SH   SOLE   1,249 0 0
ON SEMICONDUCTOR CORP COM 682189105 51,253 818,604 SH   SOLE   612,104 0 206,500
OPTION CARE HEALTH INC COM NEW 68404L201 65,250 2,284,668 SH   SOLE   1,934,478 0 350,190
PACIRA BIOSCIENCES INC COM 695127100 31,940 418,502 SH   SOLE   359,512 0 58,990
PALO ALTO NETWORKS INC COM 697435105 129,684 208,325 SH   SOLE   155,783 0 52,542
PALOMAR HLDGS INC COM 69753M105 28,734 449,041 SH   SOLE   383,826 0 65,215
PATRIOT NATL BANCORP INC COM NEW 70336F203 474 27,990 SH   SOLE   27,990 0 0
PAYA HOLDINGS INC COM CL A 70434P103 29,060 4,959,069 SH   SOLE   4,397,802 0 561,267
PAYLOCITY HLDG CORP COM 70438V106 57,859 281,181 SH   SOLE   249,193 0 31,988
PAYPAL HLDGS INC COM 70450Y103 5,704 49,322 SH   SOLE   45,237 0 4,085
PDC ENERGY INC COM 69327R101 47,689 656,157 SH   SOLE   556,737 0 99,420
PEGASYSTEMS INC COM 705573103 32,452 402,385 SH   SOLE   353,165 0 49,220
PEPSICO INC COM 713448108 6,802 40,640 SH   SOLE   26,690 0 13,950
PERELLA WEINBERG PARTNERS CLASS A COM 71367G102 607 64,280 SH   SOLE   64,280 0 0
PLAYA HOTELS & RESORTS NV SHS N70544106 38,796 4,485,062 SH   SOLE   3,820,849 0 664,213
PS BUSINESS PKS INC CALIF COM 69360J107 47,911 285,050 SH   SOLE   236,705 0 48,345
PURE STORAGE INC CL A 74624M102 31,069 879,880 SH   SOLE   744,666 0 135,214
QUALCOMM INC COM 747525103 124,211 812,794 SH   SOLE   700,410 0 112,384
QUEST DIAGNOSTICS INC COM 74834L100 69,969 511,247 SH   SOLE   378,127 0 133,120
RANPAK HOLDINGS CORP COM CL A 75321W103 47,192 2,309,932 SH   SOLE   1,981,675 0 328,257
RAYMOND JAMES FINL INC COM 754730109 4,407 40,095 SH   SOLE   40,095 0 0
RED ROCK RESORTS INC CL A 75700L108 4,996 102,882 SH   SOLE   90,202 0 12,680
REPAY HLDGS CORP COM CL A 76029L100 22,122 1,497,741 SH   SOLE   1,277,105 0 220,636
REPLIGEN CORP COM 759916109 27,342 145,369 SH   SOLE   127,579 0 17,790
REVOLVE GROUP INC CL A 76156B107 33,933 632,008 SH   SOLE   556,024 0 75,984
ROCKET PHARMACEUTICALS INC COM 77313F106 34,792 2,193,725 SH   SOLE   1,856,353 0 337,372
ROCKWELL AUTOMATION INC COM 773903109 77,698 277,464 SH   SOLE   207,804 0 69,660
S&P GLOBAL INC COM 78409V104 88,353 215,400 SH   SOLE   178,576 0 36,824
SAIA INC COM 78709Y105 90,389 370,722 SH   SOLE   322,532 0 48,190
SALESFORCE COM INC COM 79466L302 134,771 634,753 SH   SOLE   537,028 0 97,725
SAMSARA INC COM CL A 79589L106 28,168 1,758,326 SH   SOLE   1,493,034 0 265,292
SCHWAB CHARLES CORP COM 808513105 62,291 738,837 SH   SOLE   605,102 0 133,735
SEMTECH CORP COM 816850101 22,176 319,813 SH   SOLE   272,054 0 47,759
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 33,516 659,117 SH   SOLE   586,107 0 73,010
SERVICENOW INC COM 81762P102 176,937 317,723 SH   SOLE   276,474 0 41,249
SHIFT4 PMTS INC CL A 82452J109 39,054 630,619 SH   SOLE   536,809 0 93,810
SIGNATURE BK NEW YORK N Y COM 82669G104 48,705 165,952 SH   SOLE   145,562 0 20,390
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 71,524 1,070,399 SH   SOLE   945,518 0 124,881
SILVERGATE CAP CORP CL A 82837P408 27,005 179,353 SH   SOLE   155,334 0 24,019
SITIME CORP COM 82982T106 20,620 83,206 SH   SOLE   71,028 0 12,178
SMART GLOBAL HLDGS INC SHS G8232Y101 21,850 845,928 SH   SOLE   727,964 0 117,964
SMARTSHEET INC COM CL A 83200N103 48,167 879,278 SH   SOLE   751,418 0 127,860
SNOWFLAKE INC CL A 833445109 12,411 54,164 SH   SOLE   54,164 0 0
SPDR SER TR S&P OILGAS EXP 78468R556 593 4,410 SH   SOLE   4,410 0 0
SPIRIT RLTY CAP INC NEW COM NEW 84860W300 59,824 1,299,951 SH   SOLE   1,162,311 0 137,640
SPLUNK INC COM 848637104 71,105 478,470 SH   SOLE   354,451 0 124,019
STARBUCKS CORP COM 855244109 982 10,800 SH   SOLE   1,225 0 9,575
STEPSTONE GROUP INC COM CL A 85914M107 21,927 663,259 SH   SOLE   566,389 0 96,870
SUN CMNTYS INC COM 866674104 6,661 38,000 SH   SOLE   24,970 0 13,030
SYNAPTICS INC COM 87157D109 33,167 166,253 SH   SOLE   146,533 0 19,720
TANDEM DIABETES CARE INC COM NEW 875372203 40,009 344,043 SH   SOLE   292,563 0 51,480
TAPESTRY INC COM 876030107 157,065 4,227,847 SH   SOLE   3,541,246 0 686,601
TELEDYNE TECHNOLOGIES INC COM 879360105 122,926 260,090 SH   SOLE   209,557 0 50,533
TENABLE HLDGS INC COM 88025T102 44,090 762,942 SH   SOLE   672,492 0 90,450
TERADYNE INC COM 880770102 54,945 464,732 SH   SOLE   347,432 0 117,300
TERRENO RLTY CORP COM 88146M101 655 8,840 SH   SOLE   8,840 0 0
TESLA INC COM 88160R101 139,107 129,090 SH   SOLE   112,186 0 16,904
THERMO FISHER SCIENTIFIC INC COM 883556102 122,051 206,639 SH   SOLE   182,894 0 23,745
TIMKEN CO COM 887389104 2,903 47,820 SH   SOLE   47,820 0 0
TOPBUILD CORP COM 89055F103 63,567 350,443 SH   SOLE   304,153 0 46,290
TRADEWEB MKTS INC CL A 892672106 43,204 491,676 SH   SOLE   352,247 0 139,429
TRANE TECHNOLOGIES PLC SHS G8994E103 5,701 37,333 SH   SOLE   25,628 0 11,705
TRANSDIGM GROUP INC COM 893641100 258,697 397,054 SH   SOLE   329,648 0 67,406
TRANSUNION COM 89400J107 152,600 1,476,682 SH   SOLE   1,184,638 0 292,044
TREX CO INC COM 89531P105 2,316 35,446 SH   SOLE   35,446 0 0
TURNING POINT THERAPEUTICS I COM 90041T108 20,362 758,356 SH   SOLE   645,586 0 112,770
ULTA BEAUTY INC COM 90384S303 85,607 214,974 SH   SOLE   160,733 0 54,241
UMH PPTYS INC COM 903002103 4,867 197,940 SH   SOLE   134,030 0 63,910
UNION PAC CORP COM 907818108 159,066 582,210 SH   SOLE   492,788 0 89,422
UNITEDHEALTH GROUP INC COM 91324P102 418 820 SH   SOLE   820 0 0
VAIL RESORTS INC COM 91879Q109 51,368 197,366 SH   SOLE   147,840 0 49,526
VENTAS INC COM 92276F100 274 4,442 SH   SOLE   4,442 0 0
VISA INC COM CL A 92826C839 235,341 1,061,192 SH   SOLE   909,266 0 151,926
VULCAN MATLS CO COM 929160109 76,612 417,051 SH   SOLE   377,991 0 39,060
WASTE CONNECTIONS INC COM 94106B101 56,987 407,925 SH   SOLE   301,165 0 106,760
WESCO INTL INC COM 95082P105 89,378 686,780 SH   SOLE   513,070 0 173,710
WILLIAMS COS INC COM 969457100 779 23,330 SH   SOLE   23,330 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 89,256 2,281,002 SH   SOLE   1,977,202 0 303,800
WINGSTOP INC COM 974155103 19,161 163,277 SH   SOLE   138,937 0 24,340
WNS HLDGS LTD SPON ADR 92932M101 31,506 368,534 SH   SOLE   313,453 0 55,081
WORKDAY INC CL A 98138H101 145,203 606,375 SH   SOLE   527,214 0 79,161
WORKIVA INC COM CL A 98139A105 29,276 248,100 SH   SOLE   206,910 0 41,190
WYNDHAM HOTELS & RESORTS INC COM 98311A105 6,505 76,810 SH   SOLE   51,730 0 25,080
ZENDESK INC COM 98936J101 213,374 1,773,829 SH   SOLE   1,438,967 0 334,862
ZOOMINFO TECHNOLOGIES INC COM CL A 98980F104 91,022 1,523,643 SH   SOLE   1,170,823 0 352,820
ZSCALER INC COM 98980G102 57,913 240,025 SH   SOLE   177,727 0 62,298
ZYNGA INC CL A 98986T108 15,551 1,682,995 SH   SOLE   1,423,625 0 259,370