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 12,512 81,692 SH   SOLE   60,190 0 21,502
ADVANCED DRAIN SYS INC DEL COM 00790R104 129,740 1,440,436 SH   SOLE   1,290,760 0 149,676
ADVANCED MICRO DEVICES INC COM 007903107 55,931 731,416 SH   SOLE   625,893 0 105,523
ALBEMARLE CORP COM 012653101 255 1,220 SH   SOLE   1,220 0 0
ALKERMES PLC SHS G01767105 42,224 1,417,379 SH   SOLE   1,261,979 0 155,400
ALPHABET INC CAP STK CL A 02079K305 375,016 172,084 SH   SOLE   151,495 0 20,589
ALPHABET INC CAP STK CL C 02079K107 10,259 4,690 SH   SOLE   3,345 0 1,345
AMAZON COM INC COM 023135106 214,213 2,016,882 SH   SOLE   1,760,172 0 256,710
AMEDISYS INC COM 023436108 33,744 321,006 SH   SOLE   272,581 0 48,425
AMERICAN ASSETS TR INC COM 024013104 36,278 1,221,488 SH   SOLE   1,041,578 0 179,910
AMERICAN FINL GROUP INC OHIO COM 025932104 128,641 926,739 SH   SOLE   847,620 0 79,119
AMERICAN INTL GROUP INC COM NEW 026874784 6,714 131,312 SH   SOLE   87,296 0 44,016
AMETEK INC COM 031100100 130,036 1,183,329 SH   SOLE   957,318 0 226,011
APPLE INC COM 037833100 501,919 3,671,149 SH   SOLE   3,201,279 0 469,870
APPLIED MATLS INC COM 038222105 70,034 769,771 SH   SOLE   676,893 0 92,878
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 43,991 773,665 SH   SOLE   674,521 0 99,144
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101 259,201 2,788,309 SH   SOLE   2,487,997 0 300,312
ATKORE INC COM 047649108 125,806 1,515,550 SH   SOLE   1,335,081 0 180,469
ATLASSIAN CORP PLC CL A G06242104 57,201 305,235 SH   SOLE   261,945 0 43,290
AVALARA INC COM 05338G106 62,460 884,705 SH   SOLE   810,108 0 74,597
AVANTOR INC COM 05352A100 114,432 3,679,472 SH   SOLE   3,029,376 0 650,096
AVERY DENNISON CORP COM 053611109 4,167 25,740 SH   SOLE   25,740 0 0
AVIENT CORPORATION COM 05368V106 32,285 805,522 SH   SOLE   687,392 0 118,130
AXALTA COATING SYS LTD COM G0750C108 22,495 1,017,420 SH   SOLE   866,450 0 150,970
AZENTA INC COM 114340102 32,261 447,454 SH   SOLE   381,234 0 66,220
BILL COM HLDGS INC COM 090043100 32,803 298,371 SH   SOLE   270,281 0 28,090
BIO RAD LABS INC CL A 090572207 178,293 360,188 SH   SOLE   322,945 0 37,243
BIOGEN INC COM 09062X103 595 2,917 SH   SOLE   487 0 2,430
BLACK KNIGHT INC COM 09215C105 755 11,550 SH   SOLE   11,550 0 0
BLACKLINE INC COM 09239B109 25,960 389,785 SH   SOLE   332,595 0 57,190
BLUEPRINT MEDICINES CORP COM 09627Y109 69,947 1,384,810 SH   SOLE   1,224,520 0 160,290
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 41,885 463,530 SH   SOLE   419,114 0 44,416
BRAZE INC COM CL A 10576N102 29,956 826,833 SH   SOLE   712,523 0 114,310
BRIGHT HORIZONS FAM SOL IN D COM 109194100 3,165 37,450 SH   SOLE   37,450 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 3,288 42,706 SH   SOLE   42,706 0 0
BROADCOM INC COM 11135F101 19,172 39,465 SH   SOLE   29,065 0 10,400
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 83,273 1,872,559 SH   SOLE   1,575,719 0 296,840
BRP GROUP INC COM CL A 05589G102 23,805 985,725 SH   SOLE   843,571 0 142,154
BRP INC COM SUN VTG 05577W200 53,545 870,502 SH   SOLE   774,088 0 96,414
BUNGE LIMITED COM G16962105 6,718 74,081 SH   SOLE   51,669 0 22,412
CATALENT INC COM 148806102 84,626 788,755 SH   SOLE   709,915 0 78,840
CELANESE CORP DEL COM 150870103 48,827 415,157 SH   SOLE   306,207 0 108,950
CHART INDS INC COM 16115Q308 25,240 150,796 SH   SOLE   128,486 0 22,310
CHURCHILL DOWNS INC COM 171484108 44,017 229,816 SH   SOLE   196,876 0 32,940
CIENA CORP COM NEW 171779309 34,794 761,367 SH   SOLE   563,567 0 197,800
CISCO SYS INC COM 17275R102 6,308 147,939 SH   SOLE   98,344 0 49,595
COCA COLA CO COM 191216100 6,919 109,987 SH   SOLE   73,104 0 36,883
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 39,860 656,030 SH   SOLE   574,841 0 81,189
CONOCOPHILLIPS COM 20825C104 62,092 691,374 SH   SOLE   592,001 0 99,373
COOPER COS INC COM NEW 216648402 56,838 181,523 SH   SOLE   134,044 0 47,479
COPART INC COM 217204106 63,934 588,387 SH   SOLE   433,447 0 154,940
COSTAR GROUP INC COM 22160N109 4,501 74,500 SH   SOLE   74,500 0 0
COSTCO WHSL CORP NEW COM 22160K105 98,032 204,540 SH   SOLE   176,163 0 28,377
COUPA SOFTWARE INC COM 22266L106 21,666 379,432 SH   SOLE   327,252 0 52,180
CSX CORP COM 126408103 831 28,590 SH   SOLE   28,590 0 0
CVS HEALTH CORP COM 126650100 5,705 61,570 SH   SOLE   40,954 0 20,616
DANAHER CORPORATION COM 235851102 8,218 32,416 SH   SOLE   29,591 0 2,825
DECKERS OUTDOOR CORP COM 243537107 44,958 176,065 SH   SOLE   159,495 0 16,570
DEVON ENERGY CORP NEW COM 25179M103 103,564 1,879,228 SH   SOLE   1,626,285 0 252,943
DEXCOM INC COM 252131107 140,050 1,879,109 SH   SOLE   1,474,545 0 404,564
DIAMONDBACK ENERGY INC COM 25278X109 78,613 648,890 SH   SOLE   589,250 0 59,640
DISNEY WALT CO COM 254687106 743 7,871 SH   SOLE   870 0 7,001
DOUGLAS EMMETT INC COM 25960P109 55,381 2,474,566 SH   SOLE   2,231,256 0 243,310
EAST WEST BANCORP INC COM 27579R104 3,605 55,637 SH   SOLE   36,998 0 18,639
ENCORE WIRE CORP COM 292562105 110,247 1,060,881 SH   SOLE   953,482 0 107,399
ENDEAVOR GROUP HLDGS INC CL A COM 29260Y109 27,486 1,336,883 SH   SOLE   1,149,375 0 187,508
ENPHASE ENERGY INC COM 29355A107 34,840 178,449 SH   SOLE   161,909 0 16,540
ESSEX PPTY TR INC COM 297178105 72,238 276,233 SH   SOLE   203,473 0 72,760
ETSY INC COM 29786A106 36,535 499,039 SH   SOLE   368,159 0 130,880
EXPEDIA GROUP INC COM NEW 30212P303 23,008 242,620 SH   SOLE   178,880 0 63,740
F5 INC COM 315616102 41,253 269,559 SH   SOLE   243,069 0 26,490
FATE THERAPEUTICS INC COM 31189P102 44,461 1,794,248 SH   SOLE   1,638,118 0 156,130
FIDELITY NATL INFORMATION SV COM 31620M106 81,476 888,801 SH   SOLE   749,454 0 139,347
FIRST CTZNS BANCSHARES INC N CL A 31946M103 2,082 3,185 SH   SOLE   3,185 0 0
FIRST INTST BANCSYSTEM INC COM CL A 32055Y201 25,391 666,268 SH   SOLE   573,038 0 93,230
FIRST REP BK SAN FRANCISCO C COM 33616C100 71,837 498,173 SH   SOLE   387,093 0 111,080
FIVE BELOW INC COM 33829M101 73,255 645,814 SH   SOLE   574,544 0 71,270
FLUENCE ENERGY INC COM CL A 34379V103 368 38,838 SH   SOLE   4,270 0 34,568
FLYWIRE CORPORATION COM VTG 302492103 25,043 1,420,500 SH   SOLE   1,210,146 0 210,354
FMC CORP COM NEW 302491303 41,256 385,530 SH   SOLE   349,485 0 36,045
FORTINET INC COM 34959E109 191,156 3,378,515 SH   SOLE   2,681,465 0 697,050
GALLAGHER ARTHUR J & CO COM 363576109 80,945 496,475 SH   SOLE   388,570 0 107,905
GARTNER INC COM 366651107 60,484 250,110 SH   SOLE   227,200 0 22,910
GILEAD SCIENCES INC COM 375558103 5,022 81,255 SH   SOLE   55,695 0 25,560
GLOBAL PMTS INC COM 37940X102 102,343 925,009 SH   SOLE   746,955 0 178,054
GLOBANT S A COM L44385109 21,589 124,077 SH   SOLE   94,562 0 29,515
GUARDANT HEALTH INC COM 40131M109 22,996 570,063 SH   SOLE   516,453 0 53,610
HAEMONETICS CORP MASS COM 405024100 20,798 319,090 SH   SOLE   271,695 0 47,395
HEICO CORP NEW CL A 422806208 2,121 20,130 SH   SOLE   20,130 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 4,484 338,167 SH   SOLE   224,802 0 113,365
HEXCEL CORP NEW COM 428291108 38,300 732,177 SH   SOLE   615,368 0 116,809
HILTON WORLDWIDE HLDGS INC COM 43300A203 72,476 650,361 SH   SOLE   503,341 0 147,020
HOME DEPOT INC COM 437076102 137,955 502,988 SH   SOLE   428,588 0 74,400
HORIZON THERAPEUTICS PUB L SHS G46188101 79,277 993,942 SH   SOLE   810,592 0 183,350
HUBSPOT INC COM 443573100 95,859 318,839 SH   SOLE   271,819 0 47,020
HUMANA INC COM 444859102 102,452 218,882 SH   SOLE   186,999 0 31,883
ICON PLC SHS G4705A100 297,894 1,374,683 SH   SOLE   1,168,333 0 206,350
IDEX CORP COM 45167R104 105,852 582,791 SH   SOLE   474,516 0 108,275
IDEXX LABS INC COM 45168D104 73,922 210,765 SH   SOLE   163,305 0 47,460
ILLINOIS TOOL WKS INC COM 452308109 2,945 16,157 SH   SOLE   14,261 0 1,896
INDEPENDENCE RLTY TR INC COM 45378A106 40,977 1,976,689 SH   SOLE   1,786,759 0 189,930
INNOVIVA INC COM 45781M101 50,652 3,431,687 SH   SOLE   2,938,038 0 493,649
INSPIRE MED SYS INC COM 457730109 49,968 273,540 SH   SOLE   240,440 0 33,100
INSULET CORP COM 45784P101 60,776 278,868 SH   SOLE   222,808 0 56,060
INTERNATIONAL BUSINESS MACHS COM 459200101 9,010 63,812 SH   SOLE   44,020 0 19,792
INTUIT COM 461202103 543 1,410 SH   SOLE   1,410 0 0
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108 26,705 2,316,128 SH   SOLE   2,137,458 0 178,670
ISHARES TR CORE S&P US GWT 464287671 12,901 154,128 SH   SOLE   154,128 0 0
ISHARES TR RUS 1000 GRW ETF 464287614 11,440 52,309 SH   SOLE   52,309 0 0
ISHARES TR RUS MD CP GR ETF 464287481 247 3,120 SH   SOLE   3,120 0 0
ITT INC COM 45073V108 47,187 701,763 SH   SOLE   629,585 0 72,178
JOHNSON & JOHNSON COM 478160104 8,594 48,415 SH   SOLE   32,200 0 16,215
JPMORGAN CHASE & CO COM 46625H100 5,434 48,251 SH   SOLE   32,847 0 15,404
LAM RESEARCH CORP COM 512807108 41,571 97,550 SH   SOLE   80,850 0 16,700
LAMAR ADVERTISING CO NEW CL A 512816109 42,340 481,295 SH   SOLE   356,195 0 125,100
LANTHEUS HLDGS INC COM 516544103 62,021 939,288 SH   SOLE   824,358 0 114,930
LATTICE SEMICONDUCTOR CORP COM 518415104 31,148 642,234 SH   SOLE   581,794 0 60,440
LIGHTSPEED COMMERCE INC SUB VTG SHS 53229C107 35,422 1,588,445 SH   SOLE   1,207,966 0 380,479
LILLY ELI & CO COM 532457108 227 700 SH   SOLE   700 0 0
LINCOLN ELEC HLDGS INC COM 533900106 70,849 574,328 SH   SOLE   506,018 0 68,310
LIVE NATION ENTERTAINMENT IN COM 538034109 73,928 895,232 SH   SOLE   715,366 0 179,866
LPL FINL HLDGS INC COM 50212V100 150,293 814,686 SH   SOLE   688,629 0 126,057
LULULEMON ATHLETICA INC COM 550021109 50,764 186,214 SH   SOLE   145,899 0 40,315
LUMENTUM HLDGS INC COM 55024U109 43,939 553,248 SH   SOLE   500,218 0 53,030
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 5,082 58,109 SH   SOLE   39,464 0 18,645
MADISON SQUARE GRDN ENTERTNM CL A 55826T102 15,044 285,900 SH   SOLE   244,020 0 41,880
MARRIOTT INTL INC NEW CL A 571903202 51,162 376,160 SH   SOLE   312,790 0 63,370
MARVELL TECHNOLOGY INC COM 573874104 57,538 1,321,793 SH   SOLE   1,041,313 0 280,480
MAXLINEAR INC COM 57776J100 44,439 1,307,798 SH   SOLE   1,170,148 0 137,650
MERCADOLIBRE INC COM 58733R102 434 682 SH   SOLE   121 0 561
MERCK & CO INC COM 58933Y105 5,152 56,511 SH   SOLE   38,590 0 17,921
META PLATFORMS INC CL A 30303M102 114,623 710,840 SH   SOLE   613,155 0 97,685
METTLER TOLEDO INTERNATIONAL COM 592688105 7,895 6,873 SH   SOLE   5,804 0 1,069
MGM RESORTS INTERNATIONAL COM 552953101 87,535 3,023,646 SH   SOLE   2,650,072 0 373,574
MICROCHIP TECHNOLOGY INC. COM 595017104 126,011 2,169,613 SH   SOLE   1,677,541 0 492,072
MICROSOFT CORP COM 594918104 360,434 1,403,394 SH   SOLE   1,198,202 0 205,192
MKS INSTRS INC COM 55306N104 72,576 707,160 SH   SOLE   623,530 0 83,630
MONGODB INC CL A 60937P106 79,684 307,069 SH   SOLE   251,349 0 55,720
MORGAN STANLEY COM NEW 617446448 58,823 773,372 SH   SOLE   676,419 0 96,953
MSCI INC COM 55354G100 60,792 147,500 SH   SOLE   113,602 0 33,898
NANO DIMENSION LTD SPONSORD ADS NEW 63008G203 468 149,070 SH   SOLE   149,070 0 0
NATIONAL HEALTH INVS INC COM 63633D104 59,969 989,424 SH   SOLE   874,536 0 114,888
NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 394 7,860 SH   SOLE   7,860 0 0
NATIONAL VISION HLDGS INC COM 63845R107 73,997 2,690,787 SH   SOLE   2,376,329 0 314,458
NCR CORP NEW COM 62886E108 17,167 551,803 SH   SOLE   470,148 0 81,655
NETAPP INC COM 64110D104 44,853 687,502 SH   SOLE   506,347 0 181,155
NEUROCRINE BIOSCIENCES INC COM 64125C109 51,552 528,845 SH   SOLE   478,195 0 50,650
NEWMONT CORP COM 651639106 6,148 103,029 SH   SOLE   70,312 0 32,717
NEXSTAR MEDIA GROUP INC CL A 65336K103 4,566 28,032 SH   SOLE   18,428 0 9,604
NEXTIER OILFIELD SOLUTIONS COM 65290C105 21,155 2,224,544 SH   SOLE   1,903,654 0 320,890
NICE LTD SPONSORED ADR 653656108 98,386 511,229 SH   SOLE   475,959 0 35,270
NIKE INC CL B 654106103 63,575 622,069 SH   SOLE   517,320 0 104,749
NORTHERN OIL AND GAS INC MN COM 665531307 18,738 741,817 SH   SOLE   639,267 0 102,550
NVIDIA CORPORATION COM 67066G104 100,375 662,146 SH   SOLE   587,045 0 75,101
OLD DOMINION FREIGHT LINE IN COM 679580100 320 1,249 SH   SOLE   1,249 0 0
ON SEMICONDUCTOR CORP COM 682189105 30,585 607,938 SH   SOLE   446,688 0 161,250
OPTION CARE HEALTH INC COM NEW 68404L201 53,387 1,921,071 SH   SOLE   1,630,921 0 290,150
OVINTIV INC COM 69047Q102 36,620 828,683 SH   SOLE   750,683 0 78,000
PACIRA BIOSCIENCES INC COM 695127100 30,639 525,536 SH   SOLE   452,986 0 72,550
PACKAGING CORP AMER COM 695156109 4,815 35,017 SH   SOLE   23,907 0 11,110
PALO ALTO NETWORKS INC COM 697435105 86,746 175,621 SH   SOLE   129,364 0 46,257
PALOMAR HLDGS INC COM 69753M105 26,230 407,304 SH   SOLE   348,749 0 58,555
PATRIOT NATL BANCORP INC COM NEW 70336F203 238 19,596 SH   SOLE   19,596 0 0
PAYA HOLDINGS INC COM CL A 70434P103 34,819 5,299,743 SH   SOLE   4,816,186 0 483,557
PAYLOCITY HLDG CORP COM 70438V106 60,546 347,125 SH   SOLE   315,377 0 31,748
PAYPAL HLDGS INC COM 70450Y103 3,279 46,944 SH   SOLE   42,859 0 4,085
PDC ENERGY INC COM 69327R101 42,066 682,785 SH   SOLE   581,485 0 101,300
PEPSICO INC COM 713448108 6,861 41,167 SH   SOLE   27,382 0 13,785
PLAYA HOTELS & RESORTS NV SHS N70544106 22,145 3,223,445 SH   SOLE   2,751,825 0 471,620
PROGRESSIVE CORP COM 743315103 38,488 331,024 SH   SOLE   275,174 0 55,850
QUALCOMM INC COM 747525103 80,430 629,642 SH   SOLE   546,973 0 82,669
QUEST DIAGNOSTICS INC COM 74834L100 54,971 413,379 SH   SOLE   302,499 0 110,880
RANPAK HOLDINGS CORP COM CL A 75321W103 18,105 2,586,490 SH   SOLE   2,280,870 0 305,620
RAYMOND JAMES FINL INC COM 754730109 3,585 40,095 SH   SOLE   40,095 0 0
RED ROCK RESORTS INC CL A 75700L108 39,310 1,178,360 SH   SOLE   1,066,210 0 112,150
REPAY HLDGS CORP COM CL A 76029L100 19,524 1,519,358 SH   SOLE   1,295,362 0 223,996
REPLIGEN CORP COM 759916109 37,941 233,626 SH   SOLE   211,136 0 22,490
REVOLVE GROUP INC CL A 76156B107 23,141 893,136 SH   SOLE   808,482 0 84,654
ROCKET PHARMACEUTICALS INC COM 77313F106 46,143 3,353,393 SH   SOLE   2,925,051 0 428,342
ROCKWELL AUTOMATION INC COM 773903109 62,878 315,479 SH   SOLE   232,719 0 82,760
S&P GLOBAL INC COM 78409V104 52,169 154,776 SH   SOLE   125,321 0 29,455
SAIA INC COM 78709Y105 95,579 508,401 SH   SOLE   454,511 0 53,890
SALESFORCE INC COM 79466L302 94,897 574,994 SH   SOLE   492,574 0 82,420
SAMSARA INC COM CL A 79589L106 28,981 2,594,520 SH   SOLE   2,242,528 0 351,992
SEMTECH CORP COM 816850101 28,256 514,018 SH   SOLE   438,429 0 75,589
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 40,010 968,530 SH   SOLE   882,930 0 85,600
SERVICENOW INC COM 81762P102 147,706 310,621 SH   SOLE   271,787 0 38,834
SHIFT4 PMTS INC CL A 82452J109 27,806 841,065 SH   SOLE   717,685 0 123,380
SIGNATURE BK NEW YORK N Y COM 82669G104 34,646 193,327 SH   SOLE   174,597 0 18,730
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 31,200 372,760 SH   SOLE   303,564 0 69,196
SILVERGATE CAP CORP CL A 82837P408 8,421 157,307 SH   SOLE   134,158 0 23,149
SITIME CORP COM 82982T106 18,120 111,143 SH   SOLE   94,835 0 16,308
SMART GLOBAL HLDGS INC SHS G8232Y101 13,037 796,390 SH   SOLE   687,857 0 108,533
SMARTSHEET INC COM CL A 83200N103 30,477 969,666 SH   SOLE   830,936 0 138,730
SNOWFLAKE INC CL A 833445109 54,165 389,505 SH   SOLE   336,975 0 52,530
SPDR SER TR S&P OILGAS EXP 78468R556 527 4,410 SH   SOLE   4,410 0 0
SPIRIT RLTY CAP INC NEW COM NEW 84860W300 56,712 1,501,115 SH   SOLE   1,337,035 0 164,080
SPLUNK INC COM 848637104 42,132 476,281 SH   SOLE   347,532 0 128,749
STARBUCKS CORP COM 855244109 822 10,760 SH   SOLE   1,185 0 9,575
STEPSTONE GROUP INC COM CL A 85914M107 20,216 776,654 SH   SOLE   665,438 0 111,216
SUN CMNTYS INC COM 866674104 6,139 38,520 SH   SOLE   25,610 0 12,910
SYNAPTICS INC COM 87157D109 29,324 248,404 SH   SOLE   225,074 0 23,330
TANDEM DIABETES CARE INC COM NEW 875372203 25,324 427,838 SH   SOLE   365,088 0 62,750
TAPESTRY INC COM 876030107 99,184 3,249,813 SH   SOLE   2,658,802 0 591,011
TARGET CORP COM 87612E106 5,901 41,785 SH   SOLE   28,400 0 13,385
TELEDYNE TECHNOLOGIES INC COM 879360105 107,831 287,464 SH   SOLE   235,801 0 51,663
TENABLE HLDGS INC COM 88025T102 43,406 955,876 SH   SOLE   866,126 0 89,750
TERRENO RLTY CORP COM 88146M101 493 8,840 SH   SOLE   8,840 0 0
TESLA INC COM 88160R101 110,679 164,353 SH   SOLE   142,144 0 22,209
THERMO FISHER SCIENTIFIC INC COM 883556102 107,930 198,664 SH   SOLE   176,214 0 22,450
TIMKEN CO COM 887389104 2,537 47,820 SH   SOLE   47,820 0 0
TRADEWEB MKTS INC CL A 892672106 48,423 709,494 SH   SOLE   522,525 0 186,969
TRANE TECHNOLOGIES PLC SHS G8994E103 4,948 38,100 SH   SOLE   26,545 0 11,555
TRANSDIGM GROUP INC COM 893641100 217,545 405,360 SH   SOLE   335,339 0 70,021
TRANSUNION COM 89400J107 122,186 1,527,511 SH   SOLE   1,250,957 0 276,554
TREX CO INC COM 89531P105 1,929 35,446 SH   SOLE   35,446 0 0
ULTA BEAUTY INC COM 90384S303 67,013 173,843 SH   SOLE   128,191 0 45,652
UMH PPTYS INC COM 903002103 25,062 1,419,139 SH   SOLE   1,183,702 0 235,437
UNION PAC CORP COM 907818108 99,817 468,007 SH   SOLE   397,755 0 70,252
UNITEDHEALTH GROUP INC COM 91324P102 25,101 48,870 SH   SOLE   48,870 0 0
VAIL RESORTS INC COM 91879Q109 41,491 190,280 SH   SOLE   139,034 0 51,246
VENTAS INC COM 92276F100 228 4,442 SH   SOLE   4,442 0 0
VISA INC COM CL A 92826C839 205,709 1,044,790 SH   SOLE   902,934 0 141,856
VULCAN MATLS CO COM 929160109 70,315 494,828 SH   SOLE   456,018 0 38,810
WASTE CONNECTIONS INC COM 94106B101 42,621 343,825 SH   SOLE   252,295 0 91,530
WESCO INTL INC COM 95082P105 135,968 1,269,542 SH   SOLE   1,031,092 0 238,450
WILLIAMS COS INC COM 969457100 728 23,330 SH   SOLE   23,330 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 87,668 2,704,125 SH   SOLE   2,374,101 0 330,024
WNS HLDGS LTD SPON ADR 92932M101 34,880 467,314 SH   SOLE   398,463 0 68,851
WORKDAY INC CL A 98138H101 71,778 514,242 SH   SOLE   440,051 0 74,191
WORLD WRESTLING ENTMT INC CL A 98156Q108 295 4,720 SH   SOLE   4,720 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 5,246 79,831 SH   SOLE   53,063 0 26,768
ZENDESK INC COM 98936J101 73,923 998,009 SH   SOLE   750,929 0 247,080
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104 67,082 2,018,123 SH   SOLE   1,651,003 0 367,120
ZSCALER INC COM 98980G102 42,635 285,162 SH   SOLE   207,203 0 77,959