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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADVANCED DRAIN SYS INC DEL COM 00790R104   31,684,317 278,470 SH   SOLE   227,365 0 51,105
ADVANCED MICRO DEVICES INC COM 007903107   1,007,224,798 8,842,286 SH   SOLE   7,517,433 0 1,324,853
AGILENT TECHNOLOGIES INC COM 00846U101   245,819,860 2,044,240 SH   SOLE   1,938,462 0 105,778
AGILON HEALTH INC COM 00857U107   118,645,309 6,842,290 SH   SOLE   6,480,446 0 361,844
AGILYSYS INC COM 00847J105   78,341,646 1,141,341 SH   SOLE   895,495 0 245,846
AIR LEASE CORP CL A 00912X302   112,067,897 2,677,847 SH   SOLE   2,398,083 0 279,764
AIRBNB INC COM CL A 009066101   566,583,057 4,420,904 SH   SOLE   4,044,098 0 376,806
AKERO THERAPEUTICS INC COM 00973Y108   11,092,797 237,584 SH   SOLE   187,488 0 50,096
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   19,317,613 231,765 SH   SOLE   231,765 0 0
ALIGN TECHNOLOGY INC COM 016255101   77,417,454 218,916 SH   SOLE   218,916 0 0
ALKERMES PLC SHS G01767105   58,794,264 1,878,411 SH   SOLE   1,472,629 0 405,782
ALLEGRO MICROSYSTEMS INC COM 01749D105   77,296,337 1,712,369 SH   SOLE   1,398,163 0 314,206
ALPHABET INC CAP STK CL C 02079K107   162,937,033 1,346,921 SH   SOLE   1,346,921 0 0
ALPHABET INC CAP STK CL A 02079K305   1,542,098,212 12,883,026 SH   SOLE   11,633,598 0 1,249,428
ALTRIA GROUP INC COM 02209S103   85,316,163 1,883,359 SH   SOLE   1,883,359 0 0
AMAZON COM INC COM 023135106   803,530,306 6,163,933 SH   SOLE   5,095,791 0 1,068,142
AMBARELLA INC SHS G037AX101   20,478,149 244,749 SH   SOLE   203,899 0 40,850
AMERICAN EXPRESS CO COM 025816109   780,966,472 4,483,160 SH   SOLE   4,172,731 0 310,429
ANALOG DEVICES INC COM 032654105   119,662,237 614,251 SH   SOLE   462,598 0 151,653
ANSYS INC COM 03662Q105   4,743,998 14,364 SH   SOLE   14,364 0 0
AON PLC SHS CL A G0403H108   450,286,474 1,304,422 SH   SOLE   1,009,515 0 294,907
ARAMARK COM 03852U106   15,306,126 355,543 SH   SOLE   355,543 0 0
ARCH CAP GROUP LTD ORD G0450A105   1,942,985,117 25,958,385 SH   SOLE   25,032,003 0 926,382
ARGENX SE SPONSORED ADR 04016X101   1,184,149,007 3,038,383 SH   SOLE   2,580,516 0 457,867
ARISTA NETWORKS INC COM 040413106   555,912,149 3,430,286 SH   SOLE   3,027,716 0 402,570
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101   555,353,752 6,222,451 SH   SOLE   5,323,769 0 898,682
ASML HOLDING N V N Y REGISTRY SHS N07059210   112,851,547 155,711 SH   SOLE   155,711 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108   155,712,058 2,175,661 SH   SOLE   1,675,862 0 499,799
ATLASSIAN CORPORATION CL A 049468101   1,004,218,167 5,984,257 SH   SOLE   5,272,298 0 711,959
AUTONATION INC COM 05329W102   112,863,200 685,640 SH   SOLE   598,796 0 86,844
AVID BIOSERVICES INC COM 05368M106   20,778,587 1,487,372 SH   SOLE   1,219,116 0 268,256
AVIDITY BIOSCIENCES INC COM 05370A108   23,886,729 2,153,898 SH   SOLE   1,693,628 0 460,270
AXALTA COATING SYS LTD COM G0750C108   16,861,682 513,919 SH   SOLE   513,919 0 0
BAIDU INC SPON ADR REP A 056752108   8,185,027 59,784 SH   SOLE   59,784 0 0
BANK AMERICA CORP COM 060505104   92,161,604 3,212,325 SH   SOLE   3,212,325 0 0
BANK NEW YORK MELLON CORP COM 064058100   900,066,984 20,217,138 SH   SOLE   18,807,725 0 1,409,413
BAXTER INTL INC COM 071813109   176,914,264 3,883,105 SH   SOLE   3,493,111 0 389,994
BENTLEY SYS INC COM CL B 08265T208   289,929,361 5,346,291 SH   SOLE   4,638,878 0 707,413
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   963,947,325 2,826,825 SH   SOLE   2,727,037 0 99,788
BILIBILI INC SPONS ADS REP Z 090040106   55,059,266 3,646,309 SH   SOLE   3,646,309 0 0
BIO RAD LABS INC CL A 090572207   43,063,862 113,589 SH   SOLE   85,580 0 28,009
BIONTECH SE SPONSORED ADS 09075V102   219,128,336 2,030,282 SH   SOLE   1,827,605 0 202,677
BJS WHSL CLUB HLDGS INC COM 05550J101   104,706,174 1,661,739 SH   SOLE   1,523,246 0 138,493
BLACKLINE INC COM 09239B109   88,528,841 1,644,906 SH   SOLE   1,343,097 0 301,809
BLOCK H & R INC COM 093671105   32,805,512 1,029,354 SH   SOLE   775,556 0 253,798
BOEING CO COM 097023105   70,652,658 334,593 SH   SOLE   334,593 0 0
BOEING CO COM 097023105   41,788,564 197,900 SH Call SOLE   197,900 0 0
BOOKING HOLDINGS INC COM 09857L108   84,506,827 31,295 SH   SOLE   31,295 0 0
BORGWARNER INC COM 099724106   44,109,092 901,842 SH   SOLE   678,640 0 223,202
BOSTON SCIENTIFIC CORP COM 101137107   1,029,305,439 19,029,496 SH   SOLE   15,902,583 0 3,126,913
CABLE ONE INC COM 12685J105   65,685,659 99,966 SH   SOLE   75,973 0 23,993
CABLE ONE INC NOTE3/1 12685JAE5   71,123 87,000 PRN   SOLE   87,000 0 0
CABLE ONE INC NOTE 1.125% 3/1 12685JAG0   59,709 79,000 PRN   SOLE   79,000 0 0
CAE INC COM 124765108   183,892,815 8,217,346 SH   SOLE   6,402,097 0 1,815,249
CALIX INC COM 13100M509   25,961,785 520,172 SH   SOLE   408,110 0 112,062
CANADIAN PACIFIC KANSAS CITY COM 13646K108   413,527,843 5,120,294 SH   SOLE   4,433,531 0 686,763
CAVA GROUP INC COM 148929102   4,130,872 100,876 SH   SOLE   83,857 0 17,019
CENTENE CORP DEL COM 15135B101   62,821,783 931,383 SH   SOLE   702,186 0 229,197
CERIDIAN HCM HLDG INC COM 15677J108   241,316,952 3,603,359 SH   SOLE   3,183,514 0 419,845
CHART INDS INC COM 16115Q308   20,730,675 129,737 SH   SOLE   102,032 0 27,705
CHECK POINT SOFTWARE TECH LT ORD M22465104   40,333,693 321,077 SH   SOLE   321,077 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   1,074,368,364 502,276 SH   SOLE   451,166 0 51,110
CITIGROUP INC COM NEW 172967424   649,931,855 14,116,678 SH   SOLE   13,138,054 0 978,624
CLEARWATER ANALYTICS HLDGS I CL A 185123106   53,537,921 3,373,530 SH   SOLE   2,477,759 0 895,771
CME GROUP INC COM 12572Q105   88,843,034 479,481 SH   SOLE   479,481 0 0
COCA COLA CO COM 191216100   40,710,406 676,028 SH   SOLE   676,028 0 0
COMCAST CORP NEW CL A 20030N101   127,372,398 3,065,521 SH   SOLE   3,065,521 0 0
COMERICA INC COM 200340107   30,334,589 716,114 SH   SOLE   540,286 0 175,828
CONSTELLATION ENERGY CORP COM 21037T109   76,286,967 833,282 SH   SOLE   833,282 0 0
COOPER COS INC COM NEW 216648402   125,230,922 326,607 SH   SOLE   291,056 0 35,551
COREBRIDGE FINL INC COM 21871X109   52,302,757 2,961,651 SH   SOLE   2,223,262 0 738,389
COSTAR GROUP INC COM 22160N109   467,228,462 5,249,758 SH   SOLE   4,720,137 0 529,621
CREDICORP LTD COM G2519Y108   10,760,446 72,883 SH   SOLE   41,788 0 31,095
CROCS INC COM 227046109   22,980,937 204,384 SH   SOLE   169,644 0 34,740
CROWDSTRIKE HLDGS INC CL A 22788C105   164,768,459 1,121,866 SH   SOLE   1,121,866 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   126,344,030 808,188 SH   SOLE   632,669 0 175,519
DANAHER CORPORATION COM 235851102   500,321,520 2,084,673 SH   SOLE   1,800,371 0 284,302
DATADOG INC CL A COM 23804L103   205,204,644 2,085,837 SH   SOLE   2,001,684 0 84,153
DENALI THERAPEUTICS INC COM 24823R105   12,299,266 416,783 SH   SOLE   340,617 0 76,166
DENTSPLY SIRONA INC COM 24906P109   539,243,607 13,474,353 SH   SOLE   12,192,866 0 1,281,487
DESCARTES SYS GROUP INC COM 249906108   40,601,998 506,935 SH   SOLE   403,135 0 103,800
DESPEGAR COM CORP ORD SHS G27358103   11,266,140 1,598,034 SH   SOLE   1,598,034 0 0
DEXCOM INC COM 252131107   311,814,736 2,426,385 SH   SOLE   2,335,477 0 90,908
DISNEY WALT CO COM 254687106   64,404,003 721,371 SH   SOLE   721,371 0 0
DOLLAR GEN CORP NEW COM 256677105   40,571,987 238,968 SH   SOLE   180,933 0 58,035
DOUBLEVERIFY HLDGS INC COM 25862V105   85,486,145 2,196,458 SH   SOLE   1,803,355 0 393,103
DUOLINGO INC CL A COM 26603R106   23,344,389 163,316 SH   SOLE   135,531 0 27,785
ECOLAB INC COM 278865100   64,714,222 346,640 SH   SOLE   346,640 0 0
ELECTRONIC ARTS INC COM 285512109   121,336,296 935,515 SH   SOLE   838,936 0 96,579
ELEVANCE HEALTH INC COM 036752103   985,667,139 2,218,522 SH   SOLE   2,063,908 0 154,614
ENVISTA HOLDINGS CORPORATION COM 29415F104   122,961,464 3,633,613 SH   SOLE   3,161,248 0 472,365
EOG RES INC COM 26875P101   110,575,247 966,229 SH   SOLE   966,229 0 0
EQUIFAX INC COM 294429105   53,846,287 228,841 SH   SOLE   228,841 0 0
EQUINIX INC COM 29444U700   95,826,474 122,237 SH   SOLE   122,237 0 0
ERMENEGILDO ZEGNA N V ORD SHS N30577105   32,836,496 2,589,629 SH   SOLE   2,031,944 0 557,685
ESTABLISHMENT LABS HLDGS INC COM G31249108   18,936,429 276,001 SH   SOLE   216,483 0 59,518
ETSY INC COM 29786A106   124,726,985 1,474,140 SH   SOLE   1,358,641 0 115,499
EXACT SCIENCES CORP COM 30063P105   332,663,662 3,542,744 SH   SOLE   3,264,452 0 278,292
EXPEDIA GROUP INC COM NEW 30212P303   516,620,857 4,722,743 SH   SOLE   4,290,968 0 431,775
EXPEDITORS INTL WASH INC COM 302130109   57,923,881 478,196 SH   SOLE   359,902 0 118,294
FABRINET SHS G3323L100   118,356,267 911,274 SH   SOLE   714,662 0 196,612
FEDEX CORP COM 31428X106   134,029,366 540,659 SH   SOLE   540,659 0 0
FERGUSON PLC NEW SHS G3421J106   3,411,425 21,686 SH   SOLE   21,686 0 0
FIFTH THIRD BANCORP COM 316773100   57,242,325 2,183,988 SH   SOLE   1,647,864 0 536,124
FIRST CTZNS BANCSHARES INC N CL A 31946M103   126,748,388 98,756 SH   SOLE   74,383 0 24,373
FISERV INC COM 337738108   88,524,123 701,737 SH   SOLE   701,737 0 0
FIVE BELOW INC COM 33829M101   224,528,475 1,142,406 SH   SOLE   1,022,190 0 120,216
FLOOR & DECOR HLDGS INC CL A 339750101   70,706,939 680,136 SH   SOLE   555,392 0 124,744
FORTIVE CORP COM 34959J108   226,855,320 3,034,042 SH   SOLE   2,878,096 0 155,946
FRESHPET INC COM 358039105   21,568,767 327,743 SH   SOLE   267,832 0 59,911
GALLAGHER ARTHUR J & CO COM 363576109   181,236,811 825,417 SH   SOLE   786,213 0 39,204
GARMIN LTD SHS H2906T109   737,364,090 7,070,324 SH   SOLE   6,877,683 0 192,641
GENERAC HLDGS INC COM 368736104   20,977,670 140,667 SH   SOLE   116,651 0 24,016
GENERAL ELECTRIC CO COM NEW 369604301   249,942,694 2,275,309 SH   SOLE   2,275,309 0 0
GENTEX CORP COM 371901109   55,194,074 1,886,332 SH   SOLE   1,417,549 0 468,783
GLAUKOS CORP COM 377322102   132,328,973 1,858,292 SH   SOLE   1,456,878 0 401,414
GLOBAL E ONLINE LTD SHS M5216V106   141,591,277 3,458,507 SH   SOLE   3,190,081 0 268,426
GLOBAL PMTS INC COM 37940X102   226,491,076 2,298,935 SH   SOLE   2,102,775 0 196,160
GLOBANT S A COM L44385109   8,152,279 45,361 SH   SOLE   26,082 0 19,279
GLOBE LIFE INC COM 37959E102   81,528,779 743,740 SH   SOLE   558,909 0 184,831
GOLDMAN SACHS GROUP INC COM 38141G104   74,332,246 230,459 SH   SOLE   230,459 0 0
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109   39,450,725 11,501,669 SH   SOLE   11,501,669 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100   127,007,343 1,669,392 SH   SOLE   1,286,956 0 382,436
H WORLD GROUP LTD SPONSORED ADS 44332N106   10,578,176 272,774 SH   SOLE   272,774 0 0
HALOZYME THERAPEUTICS INC COM 40637H109   269,064,562 7,459,511 SH   SOLE   6,640,311 0 819,200
HARLEY DAVIDSON INC COM 412822108   12,813,025 363,903 SH   SOLE   363,903 0 0
HASHICORP INC COM CL A 418100103   21,924,572 837,455 SH   SOLE   695,105 0 142,350
HDFC BANK LTD SPONSORED ADS 40415F101   113,070,895 1,622,251 SH   SOLE   1,622,251 0 0
HOWMET AEROSPACE INC COM 443201108   62,460,270 1,260,296 SH   SOLE   1,260,296 0 0
HUBBELL INC COM 443510607   240,865,741 726,462 SH   SOLE   677,106 0 49,356
HUBSPOT INC COM 443573100   642,838,148 1,208,138 SH   SOLE   1,109,845 0 98,293
IAC INC COM NEW 44891N208   62,650,159 997,614 SH   SOLE   751,151 0 246,463
ICICI BANK LIMITED ADR 45104G104   9,064,693 392,751 SH   SOLE   83,218 0 309,533
IMMATICS N.V SHS N44445109   8,138,170 705,214 SH   SOLE   553,456 0 151,758
IMMUNOCORE HLDGS PLC ADS 45258D105   7,773,754 129,649 SH   SOLE   101,493 0 28,156
IMMUNOGEN INC COM 45253H101   70,308,129 3,725,921 SH   SOLE   2,923,336 0 802,585
IMPERIAL OIL LTD COM NEW 453038408   159,526,591 3,118,413 SH   SOLE   3,025,393 0 93,020
INFOSYS LTD SPONSORED ADR 456788108   1,075,147 66,904 SH   SOLE   66,904 0 0
INGERSOLL RAND INC COM 45687V106   970,759,400 14,852,500 SH   SOLE   13,026,521 0 1,825,979
INSPIRE MED SYS INC COM 457730109   36,279,819 111,754 SH   SOLE   87,840 0 23,914
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107   3,930,789 47,319 SH   SOLE   47,319 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   56,245,653 497,397 SH   SOLE   497,397 0 0
INTUIT COM 461202103   627,723,049 1,370,006 SH   SOLE   1,179,651 0 190,355
INTUITIVE SURGICAL INC COM NEW 46120E602   47,598,390 139,201 SH   SOLE   139,201 0 0
IOVANCE BIOTHERAPEUTICS INC COM 462260100   31,164,257 4,426,741 SH   SOLE   3,673,875 0 752,866
IRHYTHM TECHNOLOGIES INC COM 450056106   167,195,437 1,602,717 SH   SOLE   1,377,700 0 225,017
ISHARES TR INDIA 50 ETF 464289529   1,080,735 23,995 SH   SOLE   23,995 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104   17,871,493 147,333 SH   SOLE   122,208 0 25,125
JONES LANG LASALLE INC COM 48020Q107   33,338,863 213,985 SH   SOLE   160,806 0 53,179
KANZHUN LIMITED SPONSORED ADS 48553T106   40,154,077 2,668,045 SH   SOLE   2,668,045 0 0
KE HLDGS INC SPONSORED ADS 482497104   103,817,137 6,991,053 SH   SOLE   6,991,053 0 0
KENVUE INC COM 49177J102   95,813,372 3,626,547 SH   SOLE   2,817,528 0 809,019
KEYSIGHT TECHNOLOGIES INC COM 49338L103   103,364,876 617,288 SH   SOLE   586,084 0 31,204
KINGSOFT CLOUD HLDGS LTD ADS 49639K101   3,947,328 647,103 SH   SOLE   366,456 0 280,647
KORNIT DIGITAL LTD SHS M6372Q113   130,873,102 4,456,013 SH   SOLE   3,510,373 0 945,640
KROGER CO COM 501044101   55,569,745 1,182,335 SH   SOLE   888,506 0 293,829
LAM RESEARCH CORP COM 512807108   369,031,212 574,046 SH   SOLE   534,089 0 39,957
LAMAR ADVERTISING CO NEW CL A 512816109   73,390,909 739,455 SH   SOLE   556,633 0 182,822
LANTHEUS HLDGS INC COM 516544103   19,960,120 237,847 SH   SOLE   186,989 0 50,858
LATTICE SEMICONDUCTOR CORP COM 518415104   878,030,804 9,139,490 SH   SOLE   8,272,392 0 867,098
LAUDER ESTEE COS INC CL A 518439104   112,935,978 575,089 SH   SOLE   575,089 0 0
LEGEND BIOTECH CORP SPONSORED ADS 52490G102   38,929,054 563,944 SH   SOLE   453,907 0 110,037
LIBERTY GLOBAL PLC SHS CL A G5480U104   235,047,570 13,941,137 SH   SOLE   13,579,632 0 361,505
LIBERTY GLOBAL PLC SHS CL C G5480U120   145,939,341 8,212,681 SH   SOLE   7,972,502 0 240,179
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854   78,038,109 1,036,638 SH   SOLE   984,160 0 52,478
LIGHTSPEED COMMERCE INC SUB VTG SHS 53229C107   77,760,767 4,597,490 SH   SOLE   3,597,690 0 999,800
LILLY ELI & CO COM 532457108   62,510,344 133,290 SH   SOLE   133,290 0 0
LINDE PLC SHS G54950103   1,254,113,702 3,290,946 SH   SOLE   2,736,401 0 554,545
LIVE NATION ENTERTAINMENT IN COM 538034109   183,650,518 2,015,701 SH   SOLE   1,837,678 0 178,023
LOMA NEGRA C I A S A MTN 14 SPONSORED ADS 54150E104   1,870,299 275,044 SH   SOLE   157,165 0 117,879
LOWES COS INC COM 548661107   238,052,561 1,054,730 SH   SOLE   905,665 0 149,065
LUFAX HOLDING LTD ADS REP SHS CL A 54975P102   4,595,551 3,213,672 SH   SOLE   3,213,672 0 0
LULULEMON ATHLETICA INC COM 550021109   513,406,484 1,356,424 SH   SOLE   1,203,042 0 153,382
LUXFER HLDGS PLC SHS G5698W116   3,413,749 239,898 SH   SOLE   239,898 0 0
M & T BK CORP COM 55261F104   62,521,943 505,187 SH   SOLE   381,228 0 123,959
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100   57,337,833 874,986 SH   SOLE   636,206 0 238,780
MADRIGAL PHARMACEUTICALS INC COM 558868105   53,150,790 230,090 SH   SOLE   180,651 0 49,439
MARKETAXESS HLDGS INC COM 57060D108   135,378,177 517,857 SH   SOLE   475,832 0 42,025
MARRIOTT INTL INC NEW CL A 571903202   174,391,980 949,382 SH   SOLE   846,880 0 102,502
MARSH & MCLENNAN COS INC COM 571748102   662,426,976 3,522,049 SH   SOLE   3,276,400 0 245,649
MASTERCARD INCORPORATED CL A 57636Q104   41,453,820 105,400 SH   SOLE   105,400 0 0
MAXCYTE INC COM 57777K106   5,707,633 1,243,493 SH   SOLE   989,833 0 253,660
MEDTRONIC PLC SHS G5960L103   102,555,096 1,164,076 SH   SOLE   1,164,076 0 0
MERCADOLIBRE INC COM 58733R102   256,682,682 216,683 SH   SOLE   208,411 0 8,272
MERCK & CO INC COM 58933Y105   77,972,369 675,729 SH   SOLE   675,729 0 0
META PLATFORMS INC CL A 30303M102   1,275,261,348 4,443,729 SH   SOLE   4,186,993 0 256,736
MICROSOFT CORP COM 594918104   484,665,042 1,423,225 SH   SOLE   1,330,003 0 93,222
MODEL N INC COM 607525102   102,128,697 2,888,255 SH   SOLE   2,282,218 0 606,037
MOELIS & CO CL A 60786M105   52,451,670 1,156,852 SH   SOLE   870,332 0 286,520
MONDAY COM LTD SHS M7S64H106   39,863,098 232,818 SH   SOLE   182,314 0 50,504
MONOLITHIC PWR SYS INC COM 609839105   464,959,214 860,669 SH   SOLE   764,911 0 95,758
MORGAN STANLEY COM NEW 617446448   88,223,836 1,033,066 SH   SOLE   1,033,066 0 0
MSCI INC COM 55354G100   167,452,996 356,822 SH   SOLE   338,824 0 17,998
MYRIAD GENETICS INC COM 62855J104   58,832,347 2,538,065 SH   SOLE   1,992,900 0 545,165
NASDAQ INC COM 631103108   14,918,510 299,268 SH   SOLE   153,733 0 145,535
NATERA INC COM 632307104   7,609,791 156,387 SH   SOLE   156,387 0 0
NETAPP INC COM 64110D104   45,299,852 592,930 SH   SOLE   446,398 0 146,532
NETFLIX INC COM 64110L106   761,730,988 1,729,281 SH   SOLE   1,556,379 0 172,902
NEWS CORP NEW CL A 65249B109   59,484,809 3,050,503 SH   SOLE   2,292,405 0 758,098
NEXTERA ENERGY INC COM 65339F101   791,427,069 10,666,133 SH   SOLE   9,600,263 0 1,065,870
NICE LTD SPONSORED ADR 653656108   293,160,616 1,419,664 SH   SOLE   1,113,139 0 306,525
NIKE INC CL B 654106103   23,104,856 209,340 SH   SOLE   209,340 0 0
NIO INC SPON ADS 62914V106   5,522,031 569,869 SH   SOLE   325,745 0 244,124
NOAH HLDGS LTD SPON ADS CL A 65487X102   3,591,555 255,082 SH   SOLE   133,454 0 121,628
NOKIA CORP SPONSORED ADR 654902204   381,776,903 91,773,294 SH   SOLE   89,275,776 0 2,497,518
NORTHROP GRUMMAN CORP COM 666807102   59,042,509 129,536 SH   SOLE   129,536 0 0
NOV INC COM 62955J103   60,896,838 3,796,561 SH   SOLE   2,858,612 0 937,949
NOVANTA INC COM 67000B104   127,166,523 690,747 SH   SOLE   572,532 0 118,215
NOVO-NORDISK A S ADR 670100205   126,464,966 781,468 SH   SOLE   580,067 0 201,401
NU HLDGS LTD ORD SHS CL A G6683N103   560,437,565 71,031,377 SH   SOLE   64,016,878 0 7,014,499
NVENT ELECTRIC PLC SHS G6700G107   68,638,841 1,328,408 SH   SOLE   1,002,476 0 325,932
NVIDIA CORPORATION COM 67066G104   398,008,096 940,873 SH   SOLE   940,873 0 0
NXP SEMICONDUCTORS N V COM N6596X109   58,409,941 285,372 SH   SOLE   285,372 0 0
OGE ENERGY CORP COM 670837103   65,757,135 1,831,165 SH   SOLE   1,377,693 0 453,472
OLD DOMINION FREIGHT LINE IN COM 679580100   38,172,251 103,238 SH   SOLE   103,238 0 0
OLO INC CL A 68134L109   13,451,664 2,082,301 SH   SOLE   1,708,039 0 374,262
OMNICOM GROUP INC COM 681919106   62,767,410 659,668 SH   SOLE   497,069 0 162,599
ON SEMICONDUCTOR CORP COM 682189105   1,169,032,445 12,360,250 SH   SOLE   10,850,355 0 1,509,895
ORACLE CORP COM 68389X105   98,326,778 825,651 SH   SOLE   825,651 0 0
OTIS WORLDWIDE CORP COM 68902V107   52,850,400 593,758 SH   SOLE   447,027 0 146,731
PAPA JOHNS INTL INC COM 698813102   54,803,197 742,289 SH   SOLE   606,139 0 136,150
PAYCOR HCM INC COM 70435P102   31,067,893 1,312,543 SH   SOLE   1,073,370 0 239,173
PENUMBRA INC COM 70975L107   27,667,929 80,416 SH   SOLE   65,812 0 14,604
PHILIP MORRIS INTL INC COM 718172109   102,167,823 1,046,587 SH   SOLE   1,046,587 0 0
PNC FINL SVCS GROUP INC COM 693475105   93,806,426 744,791 SH   SOLE   744,791 0 0
POOL CORP COM 73278L105   126,478,464 337,600 SH   SOLE   301,850 0 35,750
PROCORE TECHNOLOGIES INC COM 74275K108   13,331,997 204,887 SH   SOLE   168,438 0 36,449
PROGRESSIVE CORP COM 743315103   894,756,603 6,759,512 SH   SOLE   6,092,371 0 667,141
PUBLIC STORAGE COM 74460D109   48,049,286 164,620 SH   SOLE   124,120 0 40,500
QUANTA SVCS INC COM 74762E102   77,864,136 396,356 SH   SOLE   396,356 0 0
RADWARE LTD ORD M81873107   51,219,131 2,641,523 SH   SOLE   2,069,743 0 571,780
RAMBUS INC DEL COM 750917106   8,111,409 126,405 SH   SOLE   104,968 0 21,437
REDWOOD TRUST INC NOTE 7.750% 6/1 758075AF2   150,356 178,000 PRN   SOLE   178,000 0 0
REPLIGEN CORP COM 759916109   197,911,876 1,399,066 SH   SOLE   1,275,422 0 123,644
ROBLOX CORP CL A 771049103   58,926,499 1,462,196 SH   SOLE   1,388,460 0 73,736
ROCKWELL AUTOMATION INC COM 773903109   154,625,381 469,344 SH   SOLE   445,648 0 23,696
RXSIGHT INC COM 78349D107   59,859,936 2,078,470 SH   SOLE   1,631,621 0 446,849
RYAN SPECIALTY HOLDINGS INC CL A 78351F107   128,107,351 2,853,806 SH   SOLE   2,710,429 0 143,377
S&P GLOBAL INC COM 78409V104   584,399,803 1,457,756 SH   SOLE   1,272,522 0 185,234
SAIA INC COM 78709Y105   163,351,142 477,063 SH   SOLE   433,541 0 43,522
SAREPTA THERAPEUTICS INC COM 803607100   50,488,547 440,871 SH   SOLE   418,647 0 22,224
SCHLUMBERGER LTD COM STK 806857108   400,357,668 8,150,604 SH   SOLE   6,788,049 0 1,362,555
SCHWAB CHARLES CORP COM 808513105   515,979,918 9,103,386 SH   SOLE   8,336,597 0 766,789
SEA LTD SPONSORD ADS 81141R100   234,493,440 4,040,204 SH   SOLE   3,744,191 0 296,013
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102   752,780,058 16,732,164 SH   SOLE   16,052,307 0 679,857
SHIFT4 PMTS INC CL A 82452J109   15,398,321 226,746 SH   SOLE   188,305 0 38,441
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107   44,142,478 1,727,014 SH   SOLE   1,416,688 0 310,326
SHOCKWAVE MED INC COM 82489T104   327,589,031 1,147,784 SH   SOLE   1,000,362 0 147,422
SHOPIFY INC CL A 82509L107   174,152,556 2,695,860 SH   SOLE   2,559,560 0 136,300
SMARTSHEET INC COM CL A 83200N103   15,425,858 403,185 SH   SOLE   334,749 0 68,436
SNAP INC CL A 83304A106   94,018,208 7,940,727 SH   SOLE   7,940,727 0 0
SNOWFLAKE INC CL A 833445109   100,040,406 568,476 SH   SOLE   568,476 0 0
SOUTHWEST AIRLS CO COM 844741108   398,783,337 11,013,072 SH   SOLE   10,250,816 0 762,256
SPOTIFY TECHNOLOGY S A SHS L8681T102   61,189,298 381,123 SH   SOLE   361,849 0 19,274
SPROUT SOCIAL INC COM CL A 85209W109   18,719,542 405,536 SH   SOLE   332,208 0 73,328
SPX TECHNOLOGIES INC COM 78473E103   34,153,012 401,942 SH   SOLE   333,668 0 68,274
STAAR SURGICAL CO COM PAR $0.01 852312305   15,321,264 291,445 SH   SOLE   229,553 0 61,892
STRYKER CORPORATION COM 863667101   8,016,545 26,276 SH   SOLE   26,276 0 0
SUNCOR ENERGY INC NEW COM 867224107   585,740,096 19,971,205 SH   SOLE   19,426,185 0 545,020
SYNOPSYS INC COM 871607107   346,959,942 796,858 SH   SOLE   756,526 0 40,332
SYSCO CORP COM 871829107   40,990,529 552,433 SH   SOLE   415,630 0 136,803
T-MOBILE US INC COM 872590104   5,769,489 41,537 SH   SOLE   41,537 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   300,304,415 2,975,668 SH   SOLE   2,689,953 0 285,715
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   122,706,570 833,831 SH   SOLE   765,453 0 68,378
TELEDYNE TECHNOLOGIES INC COM 879360105   198,597,374 483,076 SH   SOLE   428,704 0 54,372
TELEFONICA BRASIL SA NEW ADR 87936R205   259,027,696 28,371,051 SH   SOLE   27,595,880 0 775,171
THE CIGNA GROUP COM 125523100   109,445,785 390,042 SH   SOLE   390,042 0 0
TJX COS INC NEW COM 872540109   8,218,271 96,925 SH   SOLE   96,925 0 0
TRADEWEB MKTS INC CL A 892672106   154,520,669 2,256,435 SH   SOLE   2,016,921 0 239,514
TRANE TECHNOLOGIES PLC SHS G8994E103   1,887,927 9,871 SH   SOLE   9,871 0 0
TRANSDIGM GROUP INC COM 893641100   158,377,179 177,122 SH   SOLE   177,122 0 0
TREX CO INC COM 89531P105   209,858,609 3,201,016 SH   SOLE   2,848,520 0 352,496
TWIST BIOSCIENCE CORP COM 90184D100   37,199,410 1,818,153 SH   SOLE   1,508,772 0 309,381
TYLER TECHNOLOGIES INC COM 902252105   374,654,746 899,596 SH   SOLE   801,527 0 98,069
TYSON FOODS INC CL A 902494103   56,150,686 1,100,131 SH   SOLE   829,757 0 270,374
U HAUL HOLDING COMPANY COM 023586100   8,903,311 160,942 SH   SOLE   120,945 0 39,997
U HAUL HOLDING COMPANY COM SER N 023586506   73,395,292 1,448,496 SH   SOLE   1,088,523 0 359,973
UNITEDHEALTH GROUP INC COM 91324P102   152,870,916 318,057 SH   SOLE   318,057 0 0
UNITY SOFTWARE INC COM 91332U101   62,236,578 1,433,362 SH   SOLE   1,433,362 0 0
US BANCORP DEL COM NEW 902973304   102,597,856 3,105,262 SH   SOLE   3,105,262 0 0
VAIL RESORTS INC COM 91879Q109   57,007,527 226,436 SH   SOLE   170,364 0 56,072
VALMONT INDS INC COM 920253101   163,171,362 560,630 SH   SOLE   443,817 0 116,813
VEEVA SYS INC CL A COM 922475108   2,089,754,192 10,568,726 SH   SOLE   9,276,996 0 1,291,730
VERACYTE INC COM 92337F107   90,286,616 3,544,822 SH   SOLE   2,894,643 0 650,179
VERISK ANALYTICS INC COM 92345Y106   301,801,811 1,335,229 SH   SOLE   1,285,711 0 49,518
VERTEX PHARMACEUTICALS INC COM 92532F100   225,150,610 639,796 SH   SOLE   549,422 0 90,374
VIEWRAY INC COM 92672L107   5,125,632 14,553,186 SH   SOLE   11,442,817 0 3,110,369
VISA INC COM CL A 92826C839   362,732,177 1,527,422 SH   SOLE   1,527,422 0 0
VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS 92837L109   7,343,069 304,439 SH   SOLE   173,323 0 131,116
VONTIER CORPORATION COM 928881101   93,230,299 2,894,452 SH   SOLE   2,178,953 0 715,499
WARNER BROS DISCOVERY INC COM SER A 934423104   103,642,511 8,264,953 SH   SOLE   7,258,667 0 1,006,286
WASHINGTON FED INC COM 938824109   47,253,442 1,781,804 SH   SOLE   1,343,780 0 438,024
WESCO INTL INC COM 95082P105   9,057,929 50,586 SH   SOLE   45,721 0 4,865
WEST PHARMACEUTICAL SVSC INC COM 955306105   387,241,313 1,012,475 SH   SOLE   934,619 0 77,856
WILLIS TOWERS WATSON PLC LTD SHS G96629103   1,322,024,937 5,613,694 SH   SOLE   5,398,151 0 215,543
WINGSTOP INC COM 974155103   131,547,554 657,212 SH   SOLE   536,664 0 120,548
WNS HLDGS LTD SPON ADR 92932M101   104,036,908 1,411,244 SH   SOLE   1,108,757 0 302,487
WOLFSPEED INC COM 977852102   117,820,281 2,119,451 SH   SOLE   1,663,129 0 456,322
WORKDAY INC CL A 98138H101   259,080,244 1,146,931 SH   SOLE   984,964 0 161,967
WORKIVA INC COM CL A 98139A105   119,102,823 1,171,580 SH   SOLE   878,814 0 292,766
YANDEX N V SHS CLASS A N97284108   615,846 60,616 SH   SOLE   0 0 60,616
ZOETIS INC CL A 98978V103   4,104,970 23,837 SH   SOLE   23,837 0 0
ZSCALER INC COM 98980G102   345,703,535 2,362,977 SH   SOLE   2,139,911 0 223,066