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 10,885 81,102 SH   SOLE   59,600 0 21,502
ADVANCED DRAIN SYS INC DEL COM 00790R104 176,785 1,421,443 SH   SOLE   1,255,548 0 165,895
ADVANCED MICRO DEVICES INC COM 007903107 55,259 872,136 SH   SOLE   735,679 0 136,457
ALKERMES PLC SHS G01767105 50,168 2,246,654 SH   SOLE   1,904,684 0 341,970
ALPHABET INC CAP STK CL A 02079K305 306,720 3,206,687 SH   SOLE   2,812,407 0 394,280
ALPHABET INC CAP STK CL C 02079K107 8,938 92,960 SH   SOLE   66,060 0 26,900
AMAZON COM INC COM 023135106 224,260 1,984,605 SH   SOLE   1,734,395 0 250,210
AMEDISYS INC COM 023436108 30,699 317,175 SH   SOLE   254,990 0 62,185
AMERICAN ASSETS TR INC COM 024013104 30,985 1,204,696 SH   SOLE   969,546 0 235,150
AMERICAN FINL GROUP INC OHIO COM 025932104 93,940 764,171 SH   SOLE   692,572 0 71,599
AMERICAN INTL GROUP INC COM NEW 026874784 6,109 128,673 SH   SOLE   84,657 0 44,016
AMETEK INC COM 031100100 133,998 1,181,533 SH   SOLE   959,434 0 222,099
APPLE INC COM 037833100 480,627 3,477,760 SH   SOLE   3,025,750 0 452,010
APPLIED MATLS INC COM 038222105 60,171 734,421 SH   SOLE   643,968 0 90,453
APTIV PLC SHS G6095L109 31,519 403,002 SH   SOLE   305,126 0 97,876
ARCUTIS BIOTHERAPEUTICS INC COM 03969K108 8,977 469,774 SH   SOLE   380,904 0 88,870
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 42,262 682,201 SH   SOLE   618,171 0 64,030
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101 300,561 2,910,724 SH   SOLE   2,546,844 0 363,880
ATKORE INC COM 047649108 92,290 1,186,093 SH   SOLE   1,022,902 0 163,191
ATLASSIAN CORP PLC CL A G06242104 82,741 392,902 SH   SOLE   343,144 0 49,758
AVANTOR INC COM 05352A100 78,147 3,987,072 SH   SOLE   3,280,053 0 707,019
AVERY DENNISON CORP COM 053611109 4,188 25,740 SH   SOLE   25,740 0 0
AVIENT CORPORATION COM 05368V106 24,060 794,067 SH   SOLE   641,837 0 152,230
AXALTA COATING SYS LTD COM G0750C108 21,231 1,008,101 SH   SOLE   814,531 0 193,570
AZENTA INC COM 114340102 15,649 365,124 SH   SOLE   295,094 0 70,030
BILL COM HLDGS INC COM 090043100 32,793 247,740 SH   SOLE   224,470 0 23,270
BIO RAD LABS INC CL A 090572207 150,636 361,115 SH   SOLE   322,215 0 38,900
BIOGEN INC COM 09062X103 467 1,748 SH   SOLE   268 0 1,480
BLACK KNIGHT INC COM 09215C105 748 11,550 SH   SOLE   11,550 0 0
BLACKLINE INC COM 09239B109 22,901 382,313 SH   SOLE   309,033 0 73,280
BLUEPRINT MEDICINES CORP COM 09627Y109 52,952 803,643 SH   SOLE   697,653 0 105,990
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 49,483 535,817 SH   SOLE   485,381 0 50,436
BRAZE INC COM CL A 10576N102 22,635 649,885 SH   SOLE   535,135 0 114,750
BRIGHT HORIZONS FAM SOL IN D COM 109194100 2,159 37,450 SH   SOLE   37,450 0 0
BROADCOM INC COM 11135F101 17,210 38,760 SH   SOLE   28,360 0 10,400
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 78,659 1,923,656 SH   SOLE   1,634,006 0 289,650
BRP GROUP INC COM CL A 05589G102 19,095 724,671 SH   SOLE   590,167 0 134,504
BRP INC COM SUN VTG 05577W200 53,922 875,927 SH   SOLE   764,923 0 111,004
BUNGE LIMITED COM G16962105 6,005 72,729 SH   SOLE   50,317 0 22,412
CARPARTS COM INC COM 14427M107 201 38,860 SH   SOLE   38,860 0 0
CATALENT INC COM 148806102 64,309 888,732 SH   SOLE   802,742 0 85,990
CELANESE CORP DEL COM 150870103 38,071 421,415 SH   SOLE   313,585 0 107,830
CERIDIAN HCM HLDG INC COM 15677J108 58,541 1,047,624 SH   SOLE   827,890 0 219,734
CHART INDS INC COM 16115Q308 32,057 173,892 SH   SOLE   140,312 0 33,580
CHEESECAKE FACTORY INC COM 163072101 55,980 1,911,869 SH   SOLE   1,700,729 0 211,140
CHIPOTLE MEXICAN GRILL INC COM 169656105 100,848 67,108 SH   SOLE   54,233 0 12,875
CHURCHILL DOWNS INC COM 171484108 41,472 225,206 SH   SOLE   182,956 0 42,250
CIENA CORP COM NEW 171779309 37,970 939,130 SH   SOLE   699,230 0 239,900
CISCO SYS INC COM 17275R102 5,798 144,942 SH   SOLE   95,347 0 49,595
COCA COLA CO COM 191216100 6,038 107,781 SH   SOLE   70,898 0 36,883
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 13,448 257,831 SH   SOLE   216,092 0 41,739
CONOCOPHILLIPS COM 20825C104 71,239 696,101 SH   SOLE   599,358 0 96,743
COOPER COS INC COM NEW 216648402 48,552 183,979 SH   SOLE   136,970 0 47,009
COPART INC COM 217204106 63,559 597,358 SH   SOLE   444,011 0 153,347
COSTAR GROUP INC COM 22160N109 52,106 748,123 SH   SOLE   579,788 0 168,335
COSTCO WHSL CORP NEW COM 22160K105 95,008 201,173 SH   SOLE   173,505 0 27,668
COUPA SOFTWARE INC COM 22266L106 22,235 378,148 SH   SOLE   310,688 0 67,460
CSX CORP COM 126408103 762 28,590 SH   SOLE   28,590 0 0
CULLEN FROST BANKERS INC COM 229899109 42,951 324,847 SH   SOLE   287,246 0 37,601
CVS HEALTH CORP COM 126650100 7,045 73,868 SH   SOLE   49,092 0 24,776
DANAHER CORPORATION COM 235851102 8,064 31,219 SH   SOLE   28,394 0 2,825
DECKERS OUTDOOR CORP COM 243537107 55,808 178,522 SH   SOLE   161,702 0 16,820
DEVON ENERGY CORP NEW COM 25179M103 116,213 1,932,694 SH   SOLE   1,683,710 0 248,984
DEXCOM INC COM 252131107 152,670 1,895,579 SH   SOLE   1,497,218 0 398,361
DIAMONDBACK ENERGY INC COM 25278X109 79,217 657,621 SH   SOLE   598,451 0 59,170
EAST WEST BANCORP INC COM 27579R104 3,660 54,516 SH   SOLE   35,877 0 18,639
ENCORE WIRE CORP COM 292562105 105,788 915,596 SH   SOLE   793,427 0 122,169
ENDEAVOR GROUP HLDGS INC CL A COM 29260Y109 26,731 1,319,408 SH   SOLE   1,077,940 0 241,468
EQUITY LIFESTYLE PPTYS INC COM 29472R108 3,756 59,769 SH   SOLE   40,259 0 19,510
ESSEX PPTY TR INC COM 297178105 68,034 280,867 SH   SOLE   208,848 0 72,019
ETSY INC COM 29786A106 50,763 506,964 SH   SOLE   377,440 0 129,524
F5 INC COM 315616102 39,570 273,407 SH   SOLE   247,757 0 25,650
FATE THERAPEUTICS INC COM 31189P102 31,177 1,391,217 SH   SOLE   1,242,397 0 148,820
FIRST CTZNS BANCSHARES INC N CL A 31946M103 2,540 3,185 SH   SOLE   3,185 0 0
FIRST INTST BANCSYSTEM INC COM CL A 32055Y201 27,718 686,944 SH   SOLE   555,324 0 131,620
FIRST REP BK SAN FRANCISCO C COM 33616C100 54,824 419,949 SH   SOLE   324,062 0 95,887
FIVE BELOW INC COM 33829M101 61,792 448,838 SH   SOLE   408,378 0 40,460
FLUENCE ENERGY INC COM CL A 34379V103 433 29,658 SH   SOLE   3,260 0 26,398
FLYWIRE CORPORATION COM VTG 302492103 32,514 1,416,115 SH   SOLE   1,144,661 0 271,454
FMC CORP COM NEW 302491303 49,225 465,704 SH   SOLE   421,899 0 43,805
FORTINET INC COM 34959E109 181,315 3,690,518 SH   SOLE   3,002,124 0 688,394
FTI CONSULTING INC COM 302941109 32,940 198,781 SH   SOLE   148,907 0 49,874
GALLAGHER ARTHUR J & CO COM 363576109 82,958 484,513 SH   SOLE   377,599 0 106,914
GARTNER INC COM 366651107 59,013 213,283 SH   SOLE   194,623 0 18,660
GENPACT LIMITED SHS G3922B107 36,571 835,534 SH   SOLE   633,577 0 201,957
GILEAD SCIENCES INC COM 375558103 4,869 78,929 SH   SOLE   53,369 0 25,560
GLOBAL PMTS INC COM 37940X102 86,287 798,581 SH   SOLE   656,076 0 142,505
GUARDANT HEALTH INC COM 40131M109 31,307 581,589 SH   SOLE   526,779 0 54,810
HAEMONETICS CORP MASS COM 405024100 23,051 311,370 SH   SOLE   252,030 0 59,340
HAMILTON LANE INC CL A 407497106 3,476 58,314 SH   SOLE   39,219 0 19,095
HEICO CORP NEW CL A 422806208 2,307 20,130 SH   SOLE   20,130 0 0
HERSHEY CO COM 427866108 3,810 17,279 SH   SOLE   12,034 0 5,245
HEWLETT PACKARD ENTERPRISE C COM 42824C109 3,970 331,346 SH   SOLE   217,981 0 113,365
HEXCEL CORP NEW COM 428291108 32,277 624,075 SH   SOLE   496,596 0 127,479
HILTON WORLDWIDE HLDGS INC COM 43300A203 87,038 721,595 SH   SOLE   560,189 0 161,406
HOME DEPOT INC COM 437076102 138,144 500,632 SH   SOLE   428,969 0 71,663
HUBSPOT INC COM 443573100 85,721 317,342 SH   SOLE   270,749 0 46,593
HUMANA INC COM 444859102 106,520 219,542 SH   SOLE   187,261 0 32,281
ICON PLC SHS G4705A100 257,328 1,400,192 SH   SOLE   1,186,118 0 214,074
IDEX CORP COM 45167R104 117,773 589,309 SH   SOLE   482,365 0 106,944
IDEXX LABS INC COM 45168D104 69,553 213,484 SH   SOLE   166,509 0 46,975
ILLINOIS TOOL WKS INC COM 452308109 2,887 15,982 SH   SOLE   14,086 0 1,896
INDEPENDENCE RLTY TR INC COM 45378A106 33,403 1,996,570 SH   SOLE   1,810,070 0 186,500
INNOVATIVE INDL PPTYS INC COM 45781V101 8,335 94,182 SH   SOLE   75,972 0 18,210
INNOVIVA INC COM 45781M101 45,978 3,960,168 SH   SOLE   3,236,679 0 723,489
INSPIRE MED SYS INC COM 457730109 54,323 306,267 SH   SOLE   264,097 0 42,170
INSULET CORP COM 45784P101 64,877 282,809 SH   SOLE   227,772 0 55,037
INTERNATIONAL BUSINESS MACHS COM 459200101 8,019 67,496 SH   SOLE   46,309 0 21,187
INTUIT COM 461202103 546 1,410 SH   SOLE   1,410 0 0
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108 9,663 932,769 SH   SOLE   829,523 0 103,246
ISHARES TR RUS MD CP GR ETF 464287481 1,354 17,268 SH   SOLE   17,268 0 0
ITT INC COM 45073V108 45,123 690,594 SH   SOLE   597,696 0 92,898
JPMORGAN CHASE & CO COM 46625H100 4,936 47,238 SH   SOLE   31,834 0 15,404
LAM RESEARCH CORP COM 512807108 44,479 121,528 SH   SOLE   105,117 0 16,411
LAMAR ADVERTISING CO NEW CL A 512816109 39,767 482,082 SH   SOLE   358,246 0 123,836
LANTHEUS HLDGS INC COM 516544103 88,245 1,254,734 SH   SOLE   1,099,334 0 155,400
LIGHTSPEED COMMERCE INC SUB VTG SHS 53229C107 28,781 1,637,167 SH   SOLE   1,244,024 0 393,143
LILLY ELI & CO COM 532457108 116,969 361,740 SH   SOLE   306,785 0 54,955
LINCOLN ELEC HLDGS INC COM 533900106 72,070 573,259 SH   SOLE   495,739 0 77,520
LIVE NATION ENTERTAINMENT IN COM 538034109 68,741 904,017 SH   SOLE   725,946 0 178,071
LPL FINL HLDGS INC COM 50212V100 150,518 688,932 SH   SOLE   580,612 0 108,320
LULULEMON ATHLETICA INC COM 550021109 105,442 377,171 SH   SOLE   301,021 0 76,150
LUMENTUM HLDGS INC COM 55024U109 42,717 622,975 SH   SOLE   541,556 0 81,419
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 4,283 56,892 SH   SOLE   38,247 0 18,645
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 17,003 328,310 SH   SOLE   265,792 0 62,518
MADISON SQUARE GRDN ENTERTNM CL A 55826T102 6,200 140,630 SH   SOLE   113,531 0 27,099
MARRIOTT INTL INC NEW CL A 571903202 52,463 374,362 SH   SOLE   312,842 0 61,520
MARVELL TECHNOLOGY INC COM 573874104 60,340 1,406,199 SH   SOLE   1,122,869 0 283,330
MATCH GROUP INC NEW COM 57667L107 36,805 770,787 SH   SOLE   578,691 0 192,096
MAXLINEAR INC COM 57776J100 57,613 1,766,201 SH   SOLE   1,537,011 0 229,190
MERCADOLIBRE INC COM 58733R102 565 682 SH   SOLE   121 0 561
MERCK & CO INC COM 58933Y105 4,767 55,352 SH   SOLE   37,431 0 17,921
META PLATFORMS INC CL A 30303M102 65,554 483,149 SH   SOLE   422,354 0 60,795
METTLER TOLEDO INTERNATIONAL COM 592688105 6,121 5,646 SH   SOLE   5,054 0 592
MGM RESORTS INTERNATIONAL COM 552953101 91,629 3,083,091 SH   SOLE   2,719,077 0 364,014
MICROCHIP TECHNOLOGY INC. COM 595017104 120,204 1,969,583 SH   SOLE   1,531,397 0 438,186
MICROSOFT CORP COM 594918104 323,401 1,388,583 SH   SOLE   1,187,556 0 201,027
MKS INSTRS INC COM 55306N104 63,504 768,447 SH   SOLE   667,597 0 100,850
MONGODB INC CL A 60937P106 84,200 424,054 SH   SOLE   354,377 0 69,677
MORGAN STANLEY COM NEW 617446448 61,901 783,459 SH   SOLE   689,156 0 94,303
MSCI INC COM 55354G100 70,315 166,708 SH   SOLE   128,781 0 37,927
NANO DIMENSION LTD SPONSORD ADS NEW 63008G203 356 149,070 SH   SOLE   149,070 0 0
NATIONAL HEALTH INVS INC COM 63633D104 54,225 959,230 SH   SOLE   846,752 0 112,478
NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 327 7,860 SH   SOLE   7,860 0 0
NATIONAL VISION HLDGS INC COM 63845R107 87,876 2,691,463 SH   SOLE   2,335,535 0 355,928
NETAPP INC COM 64110D104 50,213 811,850 SH   SOLE   604,082 0 207,768
NETFLIX INC COM 64110L106 431 1,830 SH   SOLE   1,830 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 48,876 460,183 SH   SOLE   416,953 0 43,230
NEXSTAR MEDIA GROUP INC COMMON STOCK 65336K103 4,586 27,483 SH   SOLE   17,879 0 9,604
NEXTIER OILFIELD SOLUTIONS COM 65290C105 20,892 2,823,192 SH   SOLE   2,278,472 0 544,720
NICE LTD SPONSORED ADR 653656108 101,189 537,555 SH   SOLE   486,365 0 51,190
NIKE INC CL B 654106103 43,287 520,787 SH   SOLE   425,596 0 95,191
NORTHERN OIL AND GAS INC MN COM 665531307 26,501 966,822 SH   SOLE   785,812 0 181,010
NVIDIA CORPORATION COM 67066G104 67,451 555,661 SH   SOLE   491,305 0 64,356
OKTA INC CL A 679295105 41,456 728,953 SH   SOLE   675,973 0 52,980
OLD DOMINION FREIGHT LINE IN COM 679580100 311 1,249 SH   SOLE   1,249 0 0
OLLIES BARGAIN OUTLET HLDGS COM 681116109 30,645 593,893 SH   SOLE   481,273 0 112,620
OPTION CARE HEALTH INC COM NEW 68404L201 55,074 1,750,038 SH   SOLE   1,405,418 0 344,620
OVINTIV INC COM 69047Q102 57,352 1,246,783 SH   SOLE   1,129,093 0 117,690
PACIRA BIOSCIENCES INC COM 695127100 27,696 520,697 SH   SOLE   426,867 0 93,830
PACKAGING CORP AMER COM 695156109 3,849 34,276 SH   SOLE   23,166 0 11,110
PALO ALTO NETWORKS INC COM 697435105 87,694 535,401 SH   SOLE   398,063 0 137,338
PALOMAR HLDGS INC COM 69753M105 24,772 295,891 SH   SOLE   241,131 0 54,760
PAYA HOLDINGS INC COM CL A 70434P103 30,474 4,987,483 SH   SOLE   4,550,496 0 436,987
PAYLOCITY HLDG CORP COM 70438V106 69,482 287,614 SH   SOLE   262,416 0 25,198
PAYPAL HLDGS INC COM 70450Y103 54,050 627,980 SH   SOLE   526,810 0 101,170
PDC ENERGY INC COM 69327R101 38,897 673,073 SH   SOLE   542,473 0 130,600
PEPSICO INC COM 713448108 6,585 40,332 SH   SOLE   26,547 0 13,785
PLAYA HOTELS & RESORTS NV SHS N70544106 19,318 3,319,193 SH   SOLE   2,683,212 0 635,981
PRIMERICA INC COM 74164M108 21,342 172,877 SH   SOLE   139,987 0 32,890
PROCORE TECHNOLOGIES INC COM 74275K108 43,026 869,568 SH   SOLE   787,748 0 81,820
PROGRESSIVE CORP COM 743315103 88,072 757,867 SH   SOLE   648,412 0 109,455
QUALCOMM INC COM 747525103 44,950 397,857 SH   SOLE   348,938 0 48,919
QUEST DIAGNOSTICS INC COM 74834L100 51,300 418,132 SH   SOLE   308,234 0 109,898
RANPAK HOLDINGS CORP COM CL A 75321W103 8,944 2,615,232 SH   SOLE   2,264,052 0 351,180
RAYMOND JAMES FINL INC COM 754730109 3,962 40,095 SH   SOLE   40,095 0 0
RED ROCK RESORTS INC CL A 75700L108 54,092 1,578,876 SH   SOLE   1,428,576 0 150,300
REPAY HLDGS CORP COM CL A 76029L100 303 42,870 SH   SOLE   42,870 0 0
REPLIGEN CORP COM 759916109 31,107 166,248 SH   SOLE   150,188 0 16,060
ROCKET PHARMACEUTICALS INC COM 77313F106 42,345 2,653,202 SH   SOLE   2,367,503 0 285,699
ROCKWELL AUTOMATION INC COM 773903109 68,999 320,760 SH   SOLE   238,843 0 81,917
S&P GLOBAL INC COM 78409V104 39,101 128,053 SH   SOLE   104,860 0 23,193
SAIA INC COM 78709Y105 106,345 559,708 SH   SOLE   494,138 0 65,570
SALESFORCE INC COM 79466L302 81,734 568,231 SH   SOLE   487,976 0 80,255
SAMSARA INC COM CL A 79589L106 30,635 2,538,142 SH   SOLE   2,078,980 0 459,162
SAREPTA THERAPEUTICS INC COM 803607100 65,751 594,816 SH   SOLE   496,211 0 98,605
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 61,336 1,645,285 SH   SOLE   1,440,735 0 204,550
SERVICENOW INC COM 81762P102 117,499 311,166 SH   SOLE   273,136 0 38,030
SHIFT4 PMTS INC CL A 82452J109 37,037 830,243 SH   SOLE   671,493 0 158,750
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 7,570 116,125 SH   SOLE   84,540 0 31,585
SILVERGATE CAP CORP CL A 82837P408 11,687 155,100 SH   SOLE   125,201 0 29,899
SMARTSHEET INC COM CL A 83200N103 45,274 1,317,645 SH   SOLE   1,138,975 0 178,670
SNOWFLAKE INC CL A 833445109 52,314 254,978 SH   SOLE   256,613 0 51,191
SPDR SER TR S&P OILGAS EXP 78468R556 550 4,410 SH   SOLE   4,410 0 0
SPIRIT RLTY CAP INC NEW COM NEW 84860W300 52,986 1,465,310 SH   SOLE   1,255,100 0 210,210
SPLUNK INC COM 848637104 2,763 36,746 SH   SOLE   23,552 0 13,194
STEPSTONE GROUP INC COM CL A 85914M107 18,791 766,683 SH   SOLE   620,027 0 146,656
SUN CMNTYS INC COM 866674104 53,399 394,583 SH   SOLE   347,933 0 46,650
SYNAPTICS INC COM 87157D109 30,834 311,424 SH   SOLE   282,114 0 29,310
TANDEM DIABETES CARE INC COM NEW 875372203 20,180 421,743 SH   SOLE   341,173 0 80,570
TAPESTRY INC COM 876030107 98,676 3,470,848 SH   SOLE   2,829,506 0 641,342
TARGET CORP COM 87612E106 65,085 438,606 SH   SOLE   355,084 0 83,522
TELEDYNE TECHNOLOGIES INC COM 879360105 98,143 290,820 SH   SOLE   239,802 0 51,018
TENABLE HLDGS INC COM 88025T102 44,844 1,288,609 SH   SOLE   1,167,249 0 121,360
TERRENO RLTY CORP COM 88146M101 468 8,840 SH   SOLE   8,840 0 0
TESLA INC COM 88160R101 130,881 493,426 SH   SOLE   428,713 0 64,713
THERMO FISHER SCIENTIFIC INC COM 883556102 99,399 195,980 SH   SOLE   174,026 0 21,954
TIMKEN CO COM 887389104 2,823 47,820 SH   SOLE   47,820 0 0
TRADEWEB MKTS INC CL A 892672106 40,659 720,651 SH   SOLE   535,611 0 185,040
TRANE TECHNOLOGIES PLC SHS G8994E103 5,414 37,386 SH   SOLE   25,831 0 11,555
TRANSDIGM GROUP INC COM 893641100 199,226 379,608 SH   SOLE   316,875 0 62,733
TRANSUNION COM 89400J107 44,674 750,943 SH   SOLE   682,553 0 68,390
UMH PPTYS INC COM 903002103 21,559 1,334,898 SH   SOLE   1,073,323 0 261,575
UNION PAC CORP COM 907818108 89,655 460,191 SH   SOLE   391,669 0 68,522
UNITEDHEALTH GROUP INC COM 91324P102 27,877 55,197 SH   SOLE   52,907 0 2,290
VAIL RESORTS INC COM 91879Q109 41,691 193,336 SH   SOLE   142,255 0 51,081
VISA INC COM CL A 92826C839 183,672 1,033,900 SH   SOLE   895,034 0 138,866
VISTEON CORP COM NEW 92839U206 37,707 355,523 SH   SOLE   322,053 0 33,470
VULCAN MATLS CO COM 929160109 78,765 499,431 SH   SOLE   461,401 0 38,030
WASTE CONNECTIONS INC COM 94106B101 47,869 354,246 SH   SOLE   262,228 0 92,018
WESCO INTL INC COM 95082P105 150,917 1,264,173 SH   SOLE   1,020,783 0 243,390
WILLIAMS COS INC COM 969457100 668 23,330 SH   SOLE   23,330 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 109,662 2,719,108 SH   SOLE   2,332,443 0 386,665
WINGSTOP INC COM 974155103 30,774 245,371 SH   SOLE   198,851 0 46,520
WNS HLDGS LTD SPON ADR 92932M101 37,871 462,750 SH   SOLE   374,059 0 88,691
WORKDAY INC CL A 98138H101 77,825 511,266 SH   SOLE   439,370 0 71,806
WORLD WRESTLING ENTMT INC CL A 98156Q108 331 4,720 SH   SOLE   4,720 0 0
ZENDESK INC COM 98936J101 713 9,375 SH   SOLE   1,030 0 8,345
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104 86,062 2,065,817 SH   SOLE   1,702,381 0 363,436
ZSCALER INC COM 98980G102 70,583 391,345 SH   SOLE   288,691 0 102,654