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 4,457 316,293 SH   SOLE   316,293 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 263,016 1,519,534 SH   SOLE   1,367,973 0 151,561
ADVANCED DRAIN SYS INC DEL COM 00790R104 205,708 2,283,863 SH   SOLE   2,087,751 0 196,112
ADVANCED MICRO DEVICES INC COM 007903107 997,053 13,038,483 SH   SOLE   10,896,947 0 2,141,536
AFYA LTD CL A COM G01125106 2,593 260,600 SH   SOLE   217,587 0 43,013
AGILENT TECHNOLOGIES INC COM 00846U101 181,030 1,524,203 SH   SOLE   1,444,888 0 79,315
AGILYSYS INC COM 00847J105 63,717 1,347,928 SH   SOLE   1,128,388 0 219,540
AIR LEASE CORP CL A 00912X302 107,598 3,218,600 SH   SOLE   2,938,836 0 279,764
AIRBNB INC COM CL A 009066101 514,618 5,777,034 SH   SOLE   5,281,015 0 496,019
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 331,887 2,919,483 SH   SOLE   2,673,804 0 245,679
ALIGN TECHNOLOGY INC COM 016255101 86,277 364,546 SH   SOLE   364,546 0 0
ALKERMES PLC SHS G01767105 59,009 1,980,834 SH   SOLE   1,656,513 0 324,321
ALLEGHANY CORP MD COM 017175100 11,812 14,178 SH   SOLE   14,178 0 0
ALLEGRO MICROSYSTEMS INC COM 01749D105 37,819 1,827,866 SH   SOLE   1,531,918 0 295,948
ALPHABET INC CAP STK CL A 02079K305 1,868,563 857,430 SH   SOLE   739,708 0 117,722
ALPHABET INC CAP STK CL C 02079K107 370,790 169,508 SH   SOLE   152,929 0 16,579
ALTAIR ENGR INC COM CL A 021369103 12,720 242,279 SH   SOLE   242,279 0 0
ALTRIA GROUP INC COM 02209S103 90,155 2,158,378 SH   SOLE   2,158,378 0 0
AMAZON COM INC COM 023135106 386,738 3,641,256 SH   SOLE   3,028,382 0 612,874
AMBARELLA INC SHS G037AX101 17,513 267,540 SH   SOLE   224,350 0 43,190
AMER SOFTWARE INC CL A 029683109 235 14,571 SH   SOLE   14,571 0 0
AMERCO COM 023586100 97,938 204,793 SH   SOLE   164,796 0 39,997
AMERICAN EXPRESS CO COM 025816109 658,406 4,749,718 SH   SOLE   4,269,667 0 480,051
AMERICAN TOWER CORP NEW COM 03027X100 204,809 801,320 SH   SOLE   763,734 0 37,586
AMERISOURCEBERGEN CORP COM 03073E105 49,268 348,233 SH   SOLE   279,931 0 68,302
ANALOG DEVICES INC COM 032654105 119,637 818,925 SH   SOLE   658,985 0 159,940
AON PLC SHS CL A G0403H108 566,031 2,098,897 SH   SOLE   1,766,831 0 332,066
APTIV PLC SHS G6095L109 395,484 4,440,146 SH   SOLE   3,938,769 0 501,377
ARAMARK COM 03852U106 4,440 144,958 SH   SOLE   144,958 0 0
ARCH CAP GROUP LTD ORD G0450A105 1,587,913 34,906,858 SH   SOLE   33,246,324 0 1,660,534
ARGENX SE SPONSORED ADR 04016X101 1,151,005 3,037,915 SH   SOLE   2,561,666 0 476,249
ARISTA NETWORKS INC COM 040413106 536,652 5,724,904 SH   SOLE   5,017,679 0 707,225
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101 694,698 7,473,086 SH   SOLE   6,382,689 0 1,090,397
ASML HOLDING N V N Y REGISTRY N07059210 131,734 276,821 SH   SOLE   276,821 0 0
ATLASSIAN CORP PLC CL A G06242104 974,361 5,199,365 SH   SOLE   4,563,158 0 636,207
AUTONATION INC COM 05329W102 147,468 1,319,505 SH   SOLE   1,186,139 0 133,366
AVALARA INC COM 05338G106 43,289 613,160 SH   SOLE   513,436 0 99,724
AVID BIOSERVICES INC COM 05368M106 17,533 1,148,951 SH   SOLE   962,792 0 186,159
AVIDITY BIOSCIENCES INC COM 05370A108 5,715 393,341 SH   SOLE   329,042 0 64,299
AXALTA COATING SYS LTD COM G0750C108 18,430 833,560 SH   SOLE   833,560 0 0
AZENTA INC COM 114340102 221,422 3,071,041 SH   SOLE   2,725,832 0 345,209
BALL CORP COM 058498106 62,978 915,775 SH   SOLE   868,161 0 47,614
BANK NEW YORK MELLON CORP COM 064058100 914,094 21,915,465 SH   SOLE   19,688,860 0 2,226,605
BAOZUN INC SPONSORED ADR 06684L103 2,695 246,320 SH   SOLE   160,358 0 85,962
BENTLEY SYS INC COM CL B 08265T208 58,852 1,767,336 SH   SOLE   1,345,880 0 421,456
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 861,593 3,155,787 SH   SOLE   2,943,158 0 212,629
BIGCOMMERCE HLDGS INC COM SER 1 08975P108 27,177 1,677,604 SH   SOLE   1,406,115 0 271,489
BILIBILI INC SPONS ADS REP 090040106 93,788 3,663,604 SH   SOLE   3,663,604 0 0
BILL COM HLDGS INC COM 090043100 93,014 846,040 SH   SOLE   801,947 0 44,093
BIOCRYST PHARMACEUTICALS INC COM 09058V103 30,864 2,917,209 SH   SOLE   2,443,895 0 473,314
BIONTECH SE SPONSORED ADS 09075V102 110,517 741,226 SH   SOLE   702,783 0 38,443
BK OF AMERICA CORP COM 060505104 66,926 2,149,874 SH   SOLE   2,149,874 0 0
BLACKLINE INC COM 09239B109 118,737 1,782,831 SH   SOLE   1,492,685 0 290,146
BLACKSTONE INC COM 09260D107 68,517 751,033 SH   SOLE   751,033 0 0
BLOCK H & R INC COM 093671105 69,451 1,966,343 SH   SOLE   1,581,519 0 384,824
BOOKING HOLDINGS INC COM 09857L108 128,374 73,399 SH   SOLE   73,399 0 0
BORGWARNER INC COM 099724106 60,831 1,822,937 SH   SOLE   1,466,908 0 356,029
BOSTON SCIENTIFIC CORP COM 101137107 720,194 19,323,700 SH   SOLE   16,020,554 0 3,303,146
BTRS HOLDINGS INC COM CL 1 11778X104 11,271 2,263,184 SH   SOLE   1,898,573 0 364,611
BURLINGTON STORES INC COM 122017106 464,339 3,408,490 SH   SOLE   2,967,002 0 441,488
CABLE ONE INC COM 12685J105 68,623 53,224 SH   SOLE   42,790 0 10,434
CABLE ONE INC NOTE 3/1 12685J105 62 75,000 PRN   SOLE   0 0 75,000
CABLE ONE INC NOTE 1.125% 3/1 12685J105 61 73,000 PRN   SOLE   0 0 73,000
CAE INC COM 124765108 201,937 8,196,638 SH   SOLE   6,769,094 0 1,427,544
CANADIAN NATL RY CO COM 136375102 302,250 2,687,105 SH   SOLE   2,220,800 0 466,305
CANADIAN PAC RY LTD COM 13645T100 813,621 11,648,707 SH   SOLE   9,788,886 0 1,859,821
CARLYLE GROUP INC COM 14316J108 58,503 1,847,856 SH   SOLE   1,497,354 0 350,502
CATALENT INC COM 148806102 561,424 5,232,772 SH   SOLE   4,736,181 0 496,591
CELANESE CORP DEL COM 150870103 48,189 409,732 SH   SOLE   329,709 0 80,023
CENTENE CORP DEL COM 15135B101 90,381 1,068,206 SH   SOLE   859,580 0 208,626
CERIDIAN HCM HLDG INC COM 15677J108 27,900 592,598 SH   SOLE   561,763 0 30,835
CHECK POINT SOFTWARE TECH LT ORD M22465104 53,277 437,484 SH   SOLE   437,484 0 0
CHEGG INC COM 163092109 49,145 2,616,876 SH   SOLE   2,167,955 0 448,921
CHENIERE ENERGY INC COM NEW 16411R208 155,852 1,171,553 SH   SOLE   1,116,653 0 54,900
CHESAPEAKE ENERGY CORP COM 165167735 6,536 80,596 SH   SOLE   80,596 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 596,575 456,355 SH   SOLE   409,545 0 46,810
CIGNA CORP NEW COM 125523100 100,670 382,019 SH   SOLE   382,019 0 0
CISCO SYS INC COM 17275R102 57,785 1,355,174 SH   SOLE   1,355,174 0 0
CITIGROUP INC COM NEW 172967424 718,873 15,631,074 SH   SOLE   14,053,132 0 1,577,942
CME GROUP INC COM 12572Q105 59,559 290,957 SH   SOLE   290,957 0 0
CNH INDL N V SHS N20944109 114,844 9,908,878 SH   SOLE   9,451,179 0 457,699
COMCAST CORP NEW CL A 20030N101 114,621 2,921,018 SH   SOLE   2,921,018 0 0
COMPASS INC CL A 20464U100 13,936 3,860,400 SH   SOLE   3,235,859 0 624,541
COMPUGEN LTD ORD M25722105 1,469 794,161 SH   SOLE   666,944 0 127,217
COOPER COS INC COM NEW 216648402 80,321 256,518 SH   SOLE   228,204 0 28,314
CORTEVA INC COM 22052L104 60,290 1,113,595 SH   SOLE   894,581 0 219,014
CREDICORP LTD COM G2519Y108 10,856 90,531 SH   SOLE   59,108 0 31,423
CROWDSTRIKE HLDGS INC CL A 22788C105 210,926 1,251,343 SH   SOLE   1,251,343 0 0
CROWN HLDGS INC COM 228368106 12,914 140,109 SH   SOLE   140,109 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 114,355 893,681 SH   SOLE   747,596 0 146,085
DANAHER CORPORATION COM 235851102 515,883 2,034,881 SH   SOLE   1,761,607 0 273,274
DARLING INGREDIENTS INC COM 237266101 12,335 206,275 SH   SOLE   206,275 0 0
DATADOG INC CL A COM 23804L103 173,366 1,820,306 SH   SOLE   1,686,740 0 133,566
DENALI THERAPEUTICS INC COM 24823R105 13,264 450,689 SH   SOLE   378,740 0 71,949
DENTSPLY SIRONA INC COM 24906P109 455,869 12,758,726 SH   SOLE   11,351,011 0 1,407,715
DESCARTES SYS GROUP INC COM 249906108 62,250 1,001,735 SH   SOLE   850,335 0 151,400
DESPEGAR COM CORP ORD SHS G27358103 11,696 1,443,934 SH   SOLE   1,020,135 0 423,799
DEVON ENERGY CORP NEW COM 25179M103 6,931 125,763 SH   SOLE   125,763 0 0
DEXCOM INC COM 252131107 115,605 1,551,115 SH   SOLE   1,470,443 0 80,672
DISNEY WALT CO COM 254687106 51,965 550,475 SH   SOLE   550,475 0 0
DOLLAR TREE INC COM 256746108 66,933 429,474 SH   SOLE   408,487 0 20,987
DOUBLEVERIFY HLDGS INC COM 25862V105 39,241 1,730,964 SH   SOLE   1,462,818 0 268,146
ELECTRONIC ARTS INC COM 285512109 135,847 1,116,701 SH   SOLE   1,020,122 0 96,579
ELEVANCE HEALTH INC COM 036752103 1,219,505 2,527,052 SH   SOLE   2,268,724 0 258,328
ENTEGRIS INC COM 29362U104 162,820 1,767,286 SH   SOLE   1,675,485 0 91,801
ENVISTA HOLDINGS CORPORATION COM 29415F104 201,856 5,237,560 SH   SOLE   4,716,027 0 521,533
EOG RES INC COM 26875P101 129,351 1,171,238 SH   SOLE   1,171,238 0 0
EQT CORP COM 26884L109 16,276 473,137 SH   SOLE   473,137 0 0
ESTABLISHMENT LABS HLDGS INC COM G31249108 15,834 291,172 SH   SOLE   243,960 0 47,212
ETSY INC COM 29786A106 68,052 929,548 SH   SOLE   860,509 0 69,039
EVENTBRITE INC COM CL A 29975E109 32,374 3,152,326 SH   SOLE   2,642,573 0 509,753
EVOTEC AG SPONSORED ADS 30050E105 27,474 2,293,284 SH   SOLE   1,977,407 0 315,877
EXACT SCIENCES CORP COM 30063P105 41,735 1,059,532 SH   SOLE   1,004,324 0 55,208
EXPEDIA GROUP INC COM NEW 30212P303 494,724 5,216,952 SH   SOLE   4,619,720 0 597,232
EXPEDITORS INTL WASH INC COM 302130109 26,586 272,791 SH   SOLE   219,513 0 53,278
FABRINET SHS G3323L100 78,785 971,458 SH   SOLE   812,450 0 159,008
FEDEX CORP COM 31428X106 147,936 652,534 SH   SOLE   652,534 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 525,989 5,737,853 SH   SOLE   4,897,506 0 840,347
FIRST CTZNS BANCSHARES INC N CL A 31946M103 65,403 100,039 SH   SOLE   80,309 0 19,730
FIRST REP BK SAN FRANCISCO C COM 33616C100 232,817 1,614,545 SH   SOLE   1,403,740 0 210,805
FIVE BELOW INC COM 33829M101 70,023 617,322 SH   SOLE   540,970 0 76,352
FLOOR & DECOR HLDGS INC CL A 339750101 46,414 737,206 SH   SOLE   617,312 0 119,894
FORTIVE CORP COM 34959J108 143,491 2,638,680 SH   SOLE   2,501,362 0 137,318
FRESHPET INC COM 358039105 18,183 350,413 SH   SOLE   293,711 0 56,702
FRESHWORKS INC CLASS A COM 358054104 18,602 1,414,632 SH   SOLE   1,186,466 0 228,166
GARMIN LTD SHS H2906T109 631,762 6,430,144 SH   SOLE   6,168,717 0 261,427
GCM GROSVENOR INC COM CL A 36831E108 131 19,092 SH   SOLE   19,092 0 0
GENERAC HLDGS INC COM 368736104 356,345 1,692,209 SH   SOLE   1,509,756 0 182,453
GENMAB A/S SPONSORED ADS 372303206 46,088 1,418,534 SH   SOLE   1,230,487 0 188,047
GENTEX CORP COM 371901109 67,135 2,400,261 SH   SOLE   1,931,478 0 468,783
GLAUKOS CORP COM 377322102 89,124 1,962,225 SH   SOLE   1,641,392 0 320,833
GLOBAL E ONLINE LTD SHS M5216V106 90,175 4,470,734 SH   SOLE   4,159,296 0 311,438
GLOBAL PMTS INC COM 37940X102 431,275 3,898,007 SH   SOLE   3,557,948 0 340,059
GLOBANT S A COM L44385109 9,785 56,234 SH   SOLE   36,610 0 19,624
GLOBE LIFE INC COM 37959E102 92,243 946,373 SH   SOLE   761,542 0 184,831
GOLDMAN SACHS GROUP INC COM 38141G104 88,179 296,880 SH   SOLE   296,880 0 0
GRUPO FINANCIERO GALICIA S.A SPONSORED ADR 399909100 5,821 842,388 SH   SOLE   551,673 0 290,715
GUIDEWIRE SOFTWARE INC COM 40171V100 72,743 1,024,689 SH   SOLE   858,034 0 166,655
HALOZYME THERAPEUTICS INC COM 40637H109 280,076 6,365,361 SH   SOLE   5,812,298 0 553,063
HARLEY DAVIDSON INC COM 412822108 16,707 527,699 SH   SOLE   527,699 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 130,686 2,377,841 SH   SOLE   2,377,841 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 40,807 366,178 SH   SOLE   349,003 0 17,175
HORIZON THERAPEUTICS PUB L SHS G46188101 5,149 64,554 SH   SOLE   64,554 0 0
HUBSPOT INC COM 443573100 556,293 1,850,302 SH   SOLE   1,668,277 0 182,025
I MAB SPONSORED ADS 44975P103 13,872 1,227,651 SH   SOLE   1,031,188 0 196,463
IAC INTERACTIVECORP NEW COM NEW 44891N208 55,957 736,569 SH   SOLE   584,323 0 152,246
ICICI BANK LIMITED ADR 45104G104 11,929 672,418 SH   SOLE   246,910 0 425,508
IMPERIAL OIL LTD COM NEW 453038408 297,872 6,318,739 SH   SOLE   5,722,438 0 596,301
INFOSYS LTD SPONSORED ADR 456788108 2,219 119,881 SH   SOLE   119,881 0 0
INGERSOLL RAND INC COM 45687V106 883,285 20,990,602 SH   SOLE   18,119,349 0 2,871,253
INSPIRE MED SYS INC COM 457730109 24,302 133,036 SH   SOLE   111,416 0 21,620
INTERCONTINENTAL EXCHANGE IN COM 45866F104 7,920 84,215 SH   SOLE   84,215 0 0
IOVANCE BIOTHERAPEUTICS INC COM 462260100 30,678 2,778,802 SH   SOLE   2,329,216 0 449,586
IRHYTHM TECHNOLOGIES INC COM 450056106 31,163 288,470 SH   SOLE   224,655 0 63,815
ISHARES TR INDIA 50 ETF 464289529 2,510 61,167 SH   SOLE   61,167 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104 10,121 91,659 SH   SOLE   77,240 0 14,419
JONES LANG LASALLE INC COM 48020Q107 47,612 272,285 SH   SOLE   219,106 0 53,179
KANZHUN LIMITED SPONSORED ADS 48553T106 5,007 190,528 SH   SOLE   190,528 0 0
KE HLDGS INC SPONSORED ADS 482497104 103,664 5,775,130 SH   SOLE   5,775,130 0 0
KINGSOFT CLOUD HLDGS LTD ADS 49639K101 3,526 792,324 SH   SOLE   519,845 0 272,479
KORNIT DIGITAL LTD SHS M6372Q113 102,755 3,241,469 SH   SOLE   2,685,913 0 555,556
KROGER CO COM 501044101 71,206 1,504,461 SH   SOLE   1,210,632 0 293,829
L3HARRIS TECHNOLOGIES INC COM 502431109 11,274 46,646 SH   SOLE   46,646 0 0
LAM RESEARCH CORP COM 512807108 358,611 841,514 SH   SOLE   757,043 0 84,471
LAMAR ADVERTISING CO NEW CL A 512816109 82,643 939,446 SH   SOLE   756,624 0 182,822
LANTHEUS HLDGS INC COM 516544103 82,296 1,246,342 SH   SOLE   1,042,394 0 203,948
LATTICE SEMICONDUCTOR CORP COM 518415104 470,334 9,697,601 SH   SOLE   8,591,197 0 1,106,404
LAUDER ESTEE COS INC CL A 518439104 94,924 372,735 SH   SOLE   372,735 0 0
LEGEND BIOTECH CORP SPONSORED ADS 52490G102 93,858 1,706,516 SH   SOLE   1,427,279 0 279,237
LESLIES INC COM 527064109 32,758 2,157,983 SH   SOLE   1,816,144 0 341,839
LIBERTY BROADBAND CORP COM SER C 530307305 24,344 210,517 SH   SOLE   169,402 0 41,115
LIBERTY GLOBAL PLC SHS CL A G5480U104 253,105 12,023,995 SH   SOLE   11,552,850 0 471,145
LIBERTY GLOBAL PLC SHS CL C G5480U120 198,915 9,004,743 SH   SOLE   8,621,752 0 382,991
LIBERTY MEDIA CORP DEL COM A SIRIUSXM 531229409 28,137 780,704 SH   SOLE   628,229 0 152,475
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607 27,976 776,031 SH   SOLE   624,468 0 151,563
LIGHTSPEED COMMERCE INC SUB VTG SHS 53229C107 42,356 1,899,688 SH   SOLE   1,593,688 0 306,000
LINDE PLC SHS G5494J103 183,022 636,533 SH   SOLE   606,685 0 29,848
LIONS GATE ENTMNT CORP CL A VTG 535919401 8,633 927,292 SH   SOLE   744,978 0 182,314
LIONS GATE ENTMNT CORP CL B NON VTG 535919500 17,837 2,020,011 SH   SOLE   1,625,329 0 394,682
LIVE OAK BANCSHARES INC COM 53803X105 26,347 777,432 SH   SOLE   651,125 0 126,307
LOWES COS INC COM 548661107 283,955 1,625,668 SH   SOLE   1,387,726 0 237,942
LPL FINL HLDGS INC COM 50212V100 218,923 1,186,703 SH   SOLE   1,125,014 0 61,689
LULULEMON ATHLETICA INC COM 550021109 479,209 1,757,855 SH   SOLE   1,547,838 0 210,017
LUXFER HOLDINGS PLC SHS G5698W116 847 56,044 SH   SOLE   56,044 0 0
M & T BK CORP COM 55261F104 59,129 370,968 SH   SOLE   298,516 0 72,452
MADRIGAL PHARMACEUTICALS INC COM 558868105 15,155 211,719 SH   SOLE   177,404 0 34,315
MARRIOTT INTL INC NEW CL A 571903202 154,651 1,137,059 SH   SOLE   1,034,557 0 102,502
MARSH & MCLENNAN COS INC COM 571748102 604,524 3,893,872 SH   SOLE   3,497,355 0 396,517
MASTERCARD INCORPORATED CL A 57636Q104 45,545 144,368 SH   SOLE   144,368 0 0
MATCH GROUP INC NEW COM 57667L107 196,265 2,816,252 SH   SOLE   2,670,170 0 146,082
MAXCYTE INC COM 57777K106 6,039 1,276,698 SH   SOLE   1,077,411 0 199,287
MCKESSON CORP COM 58155Q103 144,978 444,431 SH   SOLE   423,586 0 20,845
MEDTRONIC PLC SHS G5960L103 74,540 830,533 SH   SOLE   830,533 0 0
MERCADOLIBRE INC COM 58733R102 230,100 361,299 SH   SOLE   351,982 0 9,317
MERCK & CO INC COM 58933Y105 111,186 1,219,543 SH   SOLE   1,219,543 0 0
META PLATFORMS INC CL A 30303M102 837,070 5,191,129 SH   SOLE   4,732,556 0 458,573
MICROSOFT CORP COM 594918104 750,752 2,923,147 SH   SOLE   2,679,109 0 244,038
MODEL N INC COM 607525102 79,141 3,093,878 SH   SOLE   2,588,458 0 505,420
MOELIS & CO CL A 60786M105 57,930 1,472,184 SH   SOLE   1,185,664 0 286,520
MONOLITHIC PWR SYS INC COM 609839105 296,828 772,908 SH   SOLE   693,867 0 79,041
MONSTER BEVERAGE CORP NEW COM 61174X109 146,334 1,578,580 SH   SOLE   1,505,106 0 73,474
MORGAN STANLEY COM NEW 617446448 90,076 1,184,274 SH   SOLE   1,184,274 0 0
MORNINGSTAR INC COM 617700109 87,718 362,727 SH   SOLE   267,154 0 95,573
MOTOROLA SOLUTIONS INC COM NEW 620076307 124,692 594,904 SH   SOLE   567,192 0 27,712
MSCI INC COM 55354G100 225,709 547,638 SH   SOLE   519,088 0 28,550
MYRIAD GENETICS INC COM 62855J104 40,454 2,226,395 SH   SOLE   1,862,568 0 363,827
NASDAQ INC COM 631103108 310,246 2,033,864 SH   SOLE   1,819,932 0 213,932
NATERA INC COM 632307104 8,980 253,394 SH   SOLE   253,394 0 0
NETAPP INC COM 64110D104 49,139 753,205 SH   SOLE   606,673 0 146,532
NETFLIX INC COM 64110L106 150,786 862,277 SH   SOLE   862,277 0 0
NEVRO CORP COM 64157F103 15,503 353,698 SH   SOLE   295,978 0 57,720
NEW YORK TIMES CO CL A 650111107 58,473 2,095,799 SH   SOLE   1,986,798 0 109,001
NEWS CORP NEW CL A 65249B109 60,475 3,881,611 SH   SOLE   3,123,513 0 758,098
NEXTERA ENERGY INC COM 65339F101 1,162,212 15,004,023 SH   SOLE   13,037,903 0 1,966,120
NEXTERA ENERGY INC OPTIONS 65339F101 103,254 1,333,000 SH Call SOLE   0 0 0
NICE LTD SPONSORED ADR 653656108 289,969 1,506,726 SH   SOLE   1,245,689 0 261,037
NIO INC SPON ADS 62914V106 10,092 464,665 SH   SOLE   304,590 0 160,075
NOAH HLDGS LTD SPON ADS CL A 65487X102 6,725 332,448 SH   SOLE   210,820 0 121,628
NOKIA CORP SPONSORED ADR 654902204 358,622 77,792,262 SH   SOLE   74,629,477 0 3,162,785
NORTHERN TR CORP COM 665859104 65,064 674,383 SH   SOLE   543,113 0 131,270
NORTHROP GRUMMAN CORP COM 666807102 234,921 490,882 SH   SOLE   476,165 0 14,717
NOV INC COM 62955J103 98,224 5,808,644 SH   SOLE   4,832,898 0 975,746
NOVANTA INC COM 67000B104 122,126 1,007,062 SH   SOLE   800,823 0 206,239
NU HLDGS LTD ORD SHS CL A G6683N103 245,336 65,597,878 SH   SOLE   60,012,567 0 5,585,311
NVENT ELECTRIC PLC SHS G6700G107 86,814 2,770,959 SH   SOLE   2,231,344 0 539,615
NVIDIA CORPORATION COM 67066G104 241,217 1,591,243 SH   SOLE   1,591,243 0 0
NXP SEMICONDUCTORS N V COM N6596X109 62,889 424,840 SH   SOLE   424,840 0 0
OGE ENERGY CORP COM 670837103 89,741 2,327,311 SH   SOLE   1,873,839 0 453,472
OLO INC CL A 68134L109 22,021 2,231,126 SH   SOLE   1,877,954 0 353,172
OMNICOM GROUP INC COM 681919106 57,142 898,312 SH   SOLE   723,287 0 175,025
ON SEMICONDUCTOR CORP COM 682189105 664,785 13,213,781 SH   SOLE   11,486,045 0 1,727,736
OPTIMIZERX CORP COM NEW 68401U204 19,341 706,140 SH   SOLE   591,858 0 114,282
OPTION CARE HEALTH INC COM NEW 68404L201 31,790 1,143,947 SH   SOLE   958,079 0 185,868
ORCHARD THERAPEUTICS PLC ADS 68570P101 1,941 3,322,737 SH   SOLE   2,758,623 0 564,114
OTIS WORLDWIDE CORP COM 68902V107 52,985 749,754 SH   SOLE   603,023 0 146,731
OZON HLDGS PLC SPONSORED ADS 69269L104 0 298,287 SH   SOLE   192,748 0 105,539
PALO ALTO NETWORKS INC COM 697435105 149,767 303,208 SH   SOLE   289,449 0 13,759
PAPA JOHNS INTL INC COM 698813102 86,149 1,031,479 SH   SOLE   798,721 0 232,758
PAYCOR HCM INC COM 70435P102 36,617 1,408,341 SH   SOLE   1,180,131 0 228,210
PENUMBRA INC COM 70975L107 7,019 56,365 SH   SOLE   47,583 0 8,782
PHILIP MORRIS INTL INC COM 718172109 118,451 1,199,627 SH   SOLE   1,199,627 0 0
PINDUODUO INC SPONSORED ADS 722304102 12,221 197,758 SH   SOLE   197,758 0 0
PROCORE TECHNOLOGIES INC COM 74275K108 10,103 222,572 SH   SOLE   187,322 0 35,250
PROGRESSIVE CORP COM 743315103 1,134,444 9,756,976 SH   SOLE   8,566,037 0 1,190,939
PS BUSINESS PKS INC CALIF COM 69360J107 17,361 92,767 SH   SOLE   74,573 0 18,194
PUBLIC STORAGE COM 74460D109 41,956 134,187 SH   SOLE   108,107 0 26,080
Q2 HLDGS INC COM 74736L109 68,093 1,765,434 SH   SOLE   1,478,335 0 287,099
QUANTA SVCS INC COM 74762E102 64,330 513,246 SH   SOLE   489,182 0 24,064
RADWARE LTD ORD M81873107 67,943 3,135,371 SH   SOLE   2,623,115 0 512,256
RAYTHEON TECHNOLOGIES CORP COM 75513E101 91,882 956,004 SH   SOLE   956,004 0 0
RELAY THERAPEUTICS INC COM 75943R102 5,090 303,908 SH   SOLE   259,257 0 44,651
REPLIGEN CORP COM 759916109 191,126 1,176,883 SH   SOLE   1,082,720 0 94,163
RYAN SPECIALTY HOLDINGS INC CL A 78351F107 98,219 2,506,234 SH   SOLE   2,376,365 0 129,869
S&P GLOBAL INC COM 78409V104 336,724 999,002 SH   SOLE   888,892 0 110,110
SBA COMMUNICATIONS CORP NEW CL A 78410G104 126,985 396,766 SH   SOLE   378,193 0 18,573
SCHLUMBERGER LTD COM STK 806857108 583,404 16,314,429 SH   SOLE   13,651,083 0 2,663,346
SCHWAB CHARLES CORP COM 808513105 468,190 7,410,422 SH   SOLE   6,324,076 0 1,086,346
SEA LTD SPONSORD ADS 81141R100 225,579 3,373,907 SH   SOLE   3,353,285 0 20,622
SEAGEN INC COM 81181C104 22,006 124,369 SH   SOLE   102,439 0 21,930
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 703,892 17,039,254 SH   SOLE   16,025,401 0 1,013,853
SERVICENOW INC COM 81762P102 67,659 142,285 SH   SOLE   133,422 0 8,863
SHELL PLC SPON ADS 780259305 46,555 890,317 SH   SOLE   711,084 0 179,233
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 23,512 1,426,701 SH   SOLE   1,195,214 0 231,487
SHOCKWAVE MED INC COM 82489T104 133,330 697,443 SH   SOLE   585,454 0 111,989
SILVERGATE CAP CORP CL A 82837P408 20,896 390,364 SH   SOLE   327,052 0 63,312
SNAP INC CL A 83304A106 147,744 11,252,399 SH   SOLE   11,252,399 0 0
SOUTHWEST AIRLS CO COM 844741108 417,997 11,572,453 SH   SOLE   10,393,142 0 1,179,311
SPDR S&P 500 ETF TRUST OPTIONS 78462F103 30,142 79,900 SH Put SOLE   0 0 0
SPROUT SOCIAL INC COM CL A 85209W109 25,124 432,656 SH   SOLE   364,710 0 67,946
STAAR SURGICAL CO COM PAR $0.01 852312305 40,164 566,249 SH   SOLE   467,794 0 98,455
STORE CAP CORP COM 862121100 44,256 1,696,929 SH   SOLE   1,363,711 0 333,218
STRYKER CORPORATION COM 863667101 8,000 40,213 SH   SOLE   40,213 0 0
SUNCOR ENERGY INC NEW COM 867224107 446,083 12,714,754 SH   SOLE   12,192,573 0 522,181
SVB FINANCIAL GROUP COM 78486Q101 305,834 774,282 SH   SOLE   702,833 0 71,449
SYNCHRONY FINANCIAL COM 87165B103 131,065 4,745,283 SH   SOLE   4,310,045 0 435,238
SYNOPSYS INC COM 871607107 264,113 869,652 SH   SOLE   824,335 0 45,317
SYSCO CORP COM 871829107 59,482 702,189 SH   SOLE   565,386 0 136,803
T-MOBILE US INC COM 872590104 309,419 2,299,830 SH   SOLE   2,198,667 0 101,163
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 16,285 199,201 SH   SOLE   170,978 0 28,223
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 124,297 1,014,422 SH   SOLE   909,090 0 105,332
TELEDYNE TECHNOLOGIES INC COM 879360105 231,045 615,939 SH   SOLE   544,228 0 71,711
TELEFONICA BRASIL SA NEW ADR 87936R205 590,034 65,125,211 SH   SOLE   60,099,395 0 5,025,816
TESLA INC COM 88160R101 132,132 196,211 SH   SOLE   169,496 0 26,715
THREDUP INC CL A 88556E102 7,351 2,940,578 SH   SOLE   2,473,849 0 466,729
TJX COS INC NEW COM 872540109 9,866 176,649 SH   SOLE   176,649 0 0
TRADEWEB MKTS INC CL A 892672106 231,215 3,387,759 SH   SOLE   3,061,033 0 326,726
TRANSDIGM GROUP INC COM 893641100 126,757 236,192 SH   SOLE   225,622 0 10,570
TREX CO INC COM 89531P105 105,352 1,935,909 SH   SOLE   1,788,952 0 146,957
TRIMBLE INC COM 896239100 138,012 2,370,115 SH   SOLE   2,242,613 0 127,502
TWITTER INC NOTE 3/1 90184LAN2 41 46,000 PRN   SOLE   0 0 46,000
TYLER TECHNOLOGIES INC COM 902252105 197,159 592,995 SH   SOLE   539,097 0 53,898
TYSON FOODS INC CL A 902494103 89,548 1,040,526 SH   SOLE   837,843 0 202,683
UNITEDHEALTH GROUP INC COM 91324P102 289,115 562,885 SH   SOLE   536,420 0 26,465
UNITY SOFTWARE INC COM 91332U101 147,723 4,012,037 SH   SOLE   4,012,037 0 0
VAIL RESORTS INC COM 91879Q109 62,718 287,632 SH   SOLE   231,560 0 56,072
VALMONT INDS INC COM 920253101 173,070 770,466 SH   SOLE   577,849 0 192,617
VAREX IMAGING CORP COM 92214X106 36,703 1,715,880 SH   SOLE   1,434,961 0 280,919
VEEVA SYS INC CL A COM 922475108 1,748,727 8,830,170 SH   SOLE   7,764,702 0 1,065,468
VERACYTE INC COM 92337F107 76,445 3,841,439 SH   SOLE   3,216,958 0 624,481
VERASTEM INC COM 92337C104 2,226 1,918,768 SH   SOLE   1,606,535 0 312,233
VERISK ANALYTICS INC COM 92345Y106 57,237 330,676 SH   SOLE   313,439 0 17,237
VERTEX PHARMACEUTICALS INC COM 92532F100 106,680 378,580 SH   SOLE   378,580 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 6,002 730,190 SH   SOLE   730,190 0 0
VIEWRAY INC COM 92672L107 45,577 17,198,774 SH   SOLE   14,413,397 0 2,785,377
VISA INC COM CL A 92826C839 451,529 2,293,304 SH   SOLE   2,245,514 0 47,790
VISA INC OPTIONS 92826C839 67,632 343,500 SH Call SOLE   0 0 0
VONTIER CORPORATION COM 928881101 53,839 2,341,825 SH   SOLE   1,883,547 0 458,278
WARNER BROS DISCOVERY INC COM SER A 934423104 52,271 3,895,027 SH   SOLE   3,895,027 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 257,997 853,248 SH   SOLE   808,858 0 44,390
WHITE MTNS INS GROUP LTD COM G9618E107 138,217 110,917 SH   SOLE   106,400 0 4,517
WILLIS TOWERS WATSON PLC LTD SHS G96629103 1,218,626 6,173,698 SH   SOLE   5,772,899 0 400,799
WINGSTOP INC COM 974155103 52,974 708,495 SH   SOLE   596,133 0 112,362
WNS HLDGS LTD SPON ADR 92932M101 96,338 1,290,701 SH   SOLE   1,079,861 0 210,840
WOLFSPEED INC COM 977852102 144,292 2,274,113 SH   SOLE   1,833,903 0 440,210
WORKIVA INC COM CL A 98139A105 77,665 1,176,915 SH   SOLE   921,151 0 255,764
YANDEX N V SHS CLASS A N97284108 0 1,974,776 SH   SOLE   1,914,160 0 60,616
YETI HLDGS INC COM 98585X104 16,838 389,141 SH   SOLE   327,117 0 62,024
ZOETIS INC CL A 98978V103 71,340 415,034 SH   SOLE   395,453 0 19,581
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104 164,962 4,962,769 SH   SOLE   4,704,453 0 258,316
ZSCALER INC COM 98980G102 238,292 1,593,820 SH   SOLE   1,467,519 0 126,301