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
2U INC COM 90214J101 23,361 695,875 SH   SOLE   581,684 0 114,191
ACADIA PHARMACEUTICALS INC COM 004225108 23,801 1,432,958 SH   SOLE   1,045,686 0 387,272
ACCELERON PHARMA INC COM 00434H108 73,364 426,285 SH   SOLE   355,507 0 70,778
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 423,275 1,323,064 SH   SOLE   1,212,856 0 110,208
ACTIVISION BLIZZARD INC COM 00507V109 712,491 9,206,496 SH   SOLE   7,908,371 0 1,298,125
ADVANCE AUTO PARTS INC COM 00751Y106 385,251 1,844,279 SH   SOLE   1,660,584 0 183,695
ADVANCED DRAIN SYS INC DEL COM 00790R104 217,996 2,015,309 SH   SOLE   1,826,621 0 188,688
ADVANCED MICRO DEVICES INC COM 007903107 1,216,007 11,817,367 SH   SOLE   9,814,166 0 2,003,201
AFYA LTD CL A COM G01125106 38,065 1,928,326 SH   SOLE   1,609,164 0 319,162
AGILENT TECHNOLOGIES INC COM 00846U101 224,139 1,422,834 SH   SOLE   1,352,885 0 69,949
AGILYSYS INC COM 00847J105 74,162 1,416,390 SH   SOLE   1,172,467 0 243,923
AIR LEASE CORP CL A 00912X302 172,654 4,388,774 SH   SOLE   4,012,542 0 376,232
AIRBNB INC COM CL A 009066101 684,447 4,080,159 SH   SOLE   3,905,957 0 174,202
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 330,410 2,231,743 SH   SOLE   2,157,691 0 74,052
ALKERMES PLC SHS G01767105 84,719 2,747,053 SH   SOLE   2,279,454 0 467,599
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 45,840 242,784 SH   SOLE   201,928 0 40,856
ALPHABET INC CAP STK CL A 02079K305 2,446,479 915,078 SH   SOLE   793,310 0 121,768
ALPHABET INC CAP STK CL C 02079K107 649,547 243,704 SH   SOLE   220,528 0 23,176
ALTAIR ENGR INC COM CL A 021369103 55,608 806,607 SH   SOLE   589,007 0 217,600
ALTRIA GROUP INC COM 02209S103 93,813 2,060,917 SH   SOLE   2,060,917 0 0
AMAZON COM INC COM 023135106 626,273 190,644 SH   SOLE   159,498 0 31,146
AMBARELLA INC SHS G037AX101 13,690 87,900 SH   SOLE   73,530 0 14,370
AMER SOFTWARE INC CL A 029683109 43,442 1,829,143 SH   SOLE   1,334,778 0 494,365
AMERCO COM 023586100 147,995 229,084 SH   SOLE   190,445 0 38,639
AMERICAN EXPRESS CO COM 025816109 901,290 5,379,874 SH   SOLE   4,878,599 0 501,275
AMERICAN EXPRESS CO OPTIONS 025816109 184,434 1,100,900 SH Call SOLE   0 0 0
AMERICAN TOWER CORP NEW COM 03027X100 97,766 368,357 SH   SOLE   368,357 0 0
AMERISOURCEBERGEN CORP COM 03073E105 73,225 613,016 SH   SOLE   509,625 0 103,391
ANALOG DEVICES INC COM 032654105 417,363 2,492,015 SH   SOLE   2,337,522 0 154,493
ANTHEM INC COM 036752103 1,262,337 3,386,097 SH   SOLE   3,038,956 0 347,141
AON PLC SHS CL A G0403H108 623,800 2,182,876 SH   SOLE   1,928,793 0 254,083
APTIV PLC SHS G6095L109 1,024,429 6,876,744 SH   SOLE   6,089,956 0 786,788
ARCH CAP GROUP LTD ORD G0450A105 1,388,374 36,363,920 SH   SOLE   34,344,921 0 2,018,999
ARGENX SE SPONSORED ADR 04016X101 866,768 2,870,092 SH   SOLE   2,482,244 0 387,848
ARISTA NETWORKS INC COM 040413106 627,313 1,825,494 SH   SOLE   1,590,185 0 235,309
ARRAY TECHNOLOGIES INC COM SHS 04271T100 30,707 1,658,044 SH   SOLE   1,388,912 0 269,132
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101 1,240,829 7,784,860 SH   SOLE   6,591,386 0 1,193,474
ASML HOLDING N V N Y REGISTRY SHS N07059210 286,781 384,884 SH   SOLE   384,884 0 0
ATLASSIAN CORP PLC CL A G06242104 1,640,996 4,192,418 SH   SOLE   3,685,463 0 506,955
ATRICURE INC COM 04963C209 45,974 661,021 SH   SOLE   482,781 0 178,240
AUTONATION INC COM 05329W102 230,875 1,896,145 SH   SOLE   1,724,598 0 171,547
AVALARA INC COM 05338G106 133,940 766,377 SH   SOLE   640,646 0 125,731
AVANTOR INC COM 05352A100 92,170 2,253,539 SH   SOLE   2,253,539 0 0
AXALTA COATING SYS LTD COM G0750C108 20,272 694,492 SH   SOLE   694,492 0 0
AZUL S A SPONSR ADR PFD 05501U106 1,059 52,816 SH   SOLE   52,816 0 0
BALL CORP COM 058498106 205,671 2,285,991 SH   SOLE   2,171,802 0 114,189
BANDWIDTH INC COM CL A 05988J103 31,285 346,536 SH   SOLE   289,821 0 56,715
BANK NEW YORK MELLON CORP COM 064058100 984,104 18,983,483 SH   SOLE   17,023,182 0 1,960,301
BAOZUN INC SPONSORED ADR 06684L103 3,408 194,397 SH   SOLE   122,966 0 71,431
BENTLEY SYS INC COM CL B 08265T208 117,171 1,932,240 SH   SOLE   1,347,769 0 584,471
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 930,224 3,408,163 SH   SOLE   3,126,929 0 281,234
BIGCOMMERCE HLDGS INC COM SER 1 08975P108 230,713 4,555,935 SH   SOLE   4,119,781 0 436,154
BILIBILI INC SPONS ADS REP Z 090040106 379,000 5,727,677 SH   SOLE   5,727,677 0 0
BILL COM HLDGS INC COM 090043100 172,897 647,676 SH   SOLE   615,397 0 32,279
BIOCRYST PHARMACEUTICALS INC COM 09058V103 40,974 2,851,384 SH   SOLE   2,362,381 0 489,003
BIONTECH SE SPONSORED ADS 09075V102 115,033 421,380 SH   SOLE   400,022 0 21,358
BLACKLINE INC COM 09239B109 304,210 2,576,741 SH   SOLE   2,015,090 0 561,651
BLACKROCK INC COM 09247X101 132,907 158,475 SH   SOLE   158,475 0 0
BLACKSTONE INC COM 09260D107 94,700 813,990 SH   SOLE   813,990 0 0
BLOCK H & R INC COM 093671105 70,581 2,823,259 SH   SOLE   2,347,102 0 476,157
BOOKING HOLDINGS INC COM 09857L108 897,945 378,262 SH   SOLE   342,878 0 35,384
BORGWARNER INC COM 099724106 88,101 2,038,907 SH   SOLE   1,695,032 0 343,875
BOSTON SCIENTIFIC CORP COM 101137107 910,960 20,994,704 SH   SOLE   17,610,280 0 3,384,424
BRIGHT HORIZONS FAM SOL IN D COM 109194100 177,715 1,274,677 SH   SOLE   1,151,427 0 123,250
BTRS HOLDINGS INC COM CL 1 11778X104 29,783 2,799,160 SH   SOLE   2,340,370 0 458,790
BURLINGTON STORES INC COM 122017106 773,930 2,729,237 SH   SOLE   2,368,072 0 361,165
CAE INC COM 124765108 143,530 4,804,312 SH   SOLE   3,986,883 0 817,429
CANADIAN PAC RY LTD COM 13645T100 416,783 6,382,511 SH   SOLE   5,191,106 0 1,191,405
CARRIER GLOBAL CORPORATION COM 14448C104 37,280 720,243 SH   SOLE   525,982 0 194,261
CASEYS GEN STORES INC COM 147528103 102,662 544,773 SH   SOLE   454,982 0 89,791
CATALENT INC COM 148806102 464,488 3,490,553 SH   SOLE   3,316,623 0 173,930
CBRE GROUP INC CL A 12504L109 129,328 1,328,351 SH   SOLE   1,328,351 0 0
CDW CORP COM 12514G108 81,165 445,911 SH   SOLE   445,911 0 0
CELANESE CORP DEL COM 150870103 121,212 804,646 SH   SOLE   727,334 0 77,312
CENTENE CORP DEL COM 15135B101 96,873 1,554,694 SH   SOLE   1,145,779 0 408,915
CERIDIAN HCM HLDG INC COM 15677J108 374,096 3,321,754 SH   SOLE   2,965,675 0 356,079
CHECK POINT SOFTWARE TECH LT ORD M22465104 53,040 469,212 SH   SOLE   469,212 0 0
CHEGG INC COM 163092109 526,434 7,739,396 SH   SOLE   6,773,017 0 966,379
CHINDATA GROUP HLDGS LTD ADS 16955F107 15,480 1,840,677 SH   SOLE   1,341,423 0 499,254
CHIPOTLE MEXICAN GRILL INC COM 169656105 365,303 200,990 SH   SOLE   190,957 0 10,033
CIGNA CORP NEW COM 125523100 73,313 366,272 SH   SOLE   366,272 0 0
CISCO SYS INC COM 17275R102 235,720 4,330,691 SH   SOLE   4,330,691 0 0
CITIGROUP INC COM NEW 172967424 902,908 12,865,597 SH   SOLE   11,541,947 0 1,323,650
CLARIVATE PLC ORD SHS G21810109 40,742 1,860,367 SH   SOLE   1,358,549 0 501,818
CME GROUP INC COM 12572Q105 84,590 437,427 SH   SOLE   437,427 0 0
COGNEX CORP COM 192422103 160,110 1,995,883 SH   SOLE   1,767,983 0 227,900
COLFAX CORP COM 194014106 129,818 2,828,284 SH   SOLE   2,247,191 0 581,093
COMCAST CORP NEW CL A 20030N101 141,502 2,529,983 SH   SOLE   2,529,983 0 0
COMPASS INC CL A 20464U100 30,935 2,332,983 SH   SOLE   1,950,198 0 382,785
COMPUGEN LTD ORD M25722105 4,793 802,877 SH   SOLE   644,506 0 158,371
COPA HOLDINGS SA CL A P31076105 7,618 93,604 SH   SOLE   59,560 0 34,044
CORTEVA INC COM 22052L104 77,708 1,846,676 SH   SOLE   1,535,221 0 311,455
CREDICORP LTD COM G2519Y108 7,928 71,460 SH   SOLE   45,507 0 25,953
CREE INC COM 225447101 172,959 2,142,432 SH   SOLE   1,729,283 0 413,149
CROWDSTRIKE HLDGS INC CL A 22788C105 220,495 897,125 SH   SOLE   897,125 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 115,365 730,992 SH   SOLE   605,789 0 125,203
DANAHER CORPORATION COM 235851102 1,060,487 3,483,403 SH   SOLE   3,051,045 0 432,358
DARLING INGREDIENTS INC COM 237266101 11,969 166,472 SH   SOLE   121,357 0 45,115
DATADOG INC CL A COM 23804L103 403,400 2,853,906 SH   SOLE   2,569,548 0 284,358
DENALI THERAPEUTICS INC COM 24823R105 27,797 550,987 SH   SOLE   459,884 0 91,103
DENTSPLY SIRONA INC COM 24906P109 660,831 11,383,822 SH   SOLE   10,115,729 0 1,268,093
DESCARTES SYS GROUP INC COM 249906108 80,384 987,535 SH   SOLE   819,435 0 168,100
DESPEGAR COM CORP ORD SHS G27358103 870 72,357 SH   SOLE   72,357 0 0
DEXCOM INC COM 252131107 970,348 1,774,399 SH   SOLE   1,575,167 0 199,232
DISCOVERY INC COM SER C 25470F302 65,538 2,700,371 SH   SOLE   2,700,371 0 0
DLOCAL LTD CLASS A COM G29018101 12,197 223,550 SH   SOLE   162,889 0 60,661
DRAFTKINGS INC COM CL A 26142R104 75,229 1,562,062 SH   SOLE   1,483,609 0 78,453
ELECTRONIC ARTS INC COM 285512109 145,387 1,022,054 SH   SOLE   941,028 0 81,026
ENTEGRIS INC COM 29362U104 213,654 1,697,014 SH   SOLE   1,611,915 0 85,099
EOG RES INC COM 26875P101 106,260 1,323,778 SH   SOLE   1,323,778 0 0
ESTABLISHMENT LABS HLDGS INC COM G31249108 22,375 312,582 SH   SOLE   260,218 0 52,364
EVENTBRITE INC COM CL A 29975E109 38,629 2,042,806 SH   SOLE   1,707,828 0 334,978
EVO PMTS INC CL A COM 26927E104 32,159 1,358,079 SH   SOLE   1,137,103 0 220,976
EXACT SCIENCES CORP COM 30063P105 159,469 1,670,703 SH   SOLE   1,586,986 0 83,717
EXPEDIA GROUP INC COM NEW 30212P303 960,382 5,859,558 SH   SOLE   5,200,479 0 659,079
EXPEDITORS INTL WASH INC COM 302130109 81,831 686,901 SH   SOLE   572,620 0 114,281
FABRINET SHS G3323L100 106,249 1,036,478 SH   SOLE   860,036 0 176,442
FACEBOOK INC CL A 30303M102 1,575,771 4,642,952 SH   SOLE   4,246,036 0 396,916
FARFETCH LTD ORD SH CL A 30744W107 461,108 12,302,785 SH   SOLE   12,190,088 0 112,697
FEDEX CORP COM 31428X106 125,594 572,729 SH   SOLE   572,729 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 625,610 5,141,433 SH   SOLE   4,469,999 0 671,434
FIFTH THIRD BANCORP COM 316773100 21,755 512,612 SH   SOLE   426,070 0 86,542
FIRST REP BK SAN FRANCISCO C COM 33616C100 323,508 1,677,248 SH   SOLE   1,412,048 0 265,200
FLOOR & DECOR HLDGS INC CL A 339750101 111,296 921,399 SH   SOLE   770,218 0 151,181
FORTIVE CORP COM 34959J108 761,320 10,788,158 SH   SOLE   9,841,904 0 946,254
FRESHWORKS INC CLASS A COM 358054104 30,997 726,091 SH   SOLE   607,039 0 119,052
GALLAGHER ARTHUR J & CO COM 363576109 92,728 623,804 SH   SOLE   623,804 0 0
GARMIN LTD SHS H2906T109 22,073 141,986 SH   SOLE   103,656 0 38,330
GENERAC HLDGS INC COM 368736104 321,608 786,963 SH   SOLE   747,651 0 39,312
GENIUS SPORTS LIMITED SHARES CL A G3934V109 50,487 2,705,620 SH   SOLE   2,259,838 0 445,782
GENMAB A/S SPONSORED ADS 372303206 121,151 2,772,328 SH   SOLE   2,394,913 0 377,415
GENTEX CORP COM 371901109 88,539 2,684,637 SH   SOLE   2,231,865 0 452,772
GLAUKOS CORP COM 377322102 77,625 1,611,489 SH   SOLE   1,336,759 0 274,730
GLOBAL E ONLINE LTD SHS M5216V106 63,913 890,154 SH   SOLE   845,480 0 44,674
GLOBAL PMTS INC COM 37940X102 553,503 3,512,519 SH   SOLE   3,140,859 0 371,660
GLOBE LIFE INC COM 37959E102 94,241 1,058,534 SH   SOLE   880,011 0 178,523
GOLDMAN SACHS GROUP INC COM 38141G104 131,180 347,009 SH   SOLE   347,009 0 0
GRUPO FINANCIERO GALICIA S.A SPONSORED ADR 399909100 6,735 668,813 SH   SOLE   423,243 0 245,570
GUIDEWIRE SOFTWARE INC COM 40171V100 152,088 1,279,447 SH   SOLE   1,069,625 0 209,822
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101 71,589 912,653 SH   SOLE   666,449 0 246,204
HALOZYME THERAPEUTICS INC COM 40637H109 409,917 10,076,613 SH   SOLE   8,165,596 0 1,911,017
HARLEY DAVIDSON INC COM 412822108 10,073 275,147 SH   SOLE   275,147 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 285,942 3,912,184 SH   SOLE   3,912,184 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 122,389 926,421 SH   SOLE   926,421 0 0
HORIZON THERAPEUTICS PUB L SHS G46188101 52,122 475,827 SH   SOLE   347,447 0 128,380
HUBSPOT INC COM 443573100 1,346,357 1,991,387 SH   SOLE   1,771,157 0 220,230
I MAB SPONSORED ADS 44975P103 32,258 444,993 SH   SOLE   375,937 0 69,056
IAC INTERACTIVECORP NEW COM NEW 44891N208 70,317 539,694 SH   SOLE   447,454 0 92,240
ICICI BANK LIMITED ADR 45104G104 13,754 728,895 SH   SOLE   272,011 0 456,884
ICON PLC SHS G4705A100 120,008 458,012 SH   SOLE   370,690 0 87,322
IHS MARKIT LTD SHS G47567105 876,538 7,516,185 SH   SOLE   6,497,268 0 1,018,917
IMPERIAL OIL LTD COM NEW 453038408 917,968 29,045,664 SH   SOLE   27,051,860 0 1,993,804
INGERSOLL RAND INC COM 45687V106 1,133,770 22,490,970 SH   SOLE   19,123,578 0 3,367,392
INSPIRE MED SYS INC COM 457730109 40,243 172,806 SH   SOLE   143,052 0 29,754
INSTALLED BLDG PRODS INC COM 45780R101 11,831 110,413 SH   SOLE   92,208 0 18,205
INTERSECT ENT INC COM 46071F103 39,553 1,454,164 SH   SOLE   1,219,869 0 234,295
INTUIT COM 461202103 158,022 292,899 SH   SOLE   292,899 0 0
INVITAE CORP COM 46185L103 25,509 897,264 SH   SOLE   749,374 0 147,890
IOVANCE BIOTHERAPEUTICS INC COM 462260100 70,732 2,868,295 SH   SOLE   2,398,942 0 469,353
ISHARES TR INDIA 50 ETF 464289529 30,952 599,968 SH   SOLE   223,082 0 376,886
JFROG LTD ORD SHS M6191J100 87,297 2,605,870 SH   SOLE   2,302,513 0 303,357
JOHNSON CTLS INTL PLC SHS G51502105 306,314 4,499,321 SH   SOLE   4,148,319 0 351,002
JONES LANG LASALLE INC COM 48020Q107 75,574 304,623 SH   SOLE   253,243 0 51,380
KINGSOFT CLOUD HLDGS LTD ADS 49639K101 6,364 224,716 SH   SOLE   142,532 0 82,184
KIRBY CORP COM 497266106 48,659 1,014,576 SH   SOLE   843,464 0 171,112
KORNIT DIGITAL LTD SHS M6372Q113 283,795 1,960,721 SH   SOLE   1,626,914 0 333,807
KROGER CO COM 501044101 73,697 1,822,829 SH   SOLE   1,515,400 0 307,429
LAMAR ADVERTISING CO NEW CL A 512816109 117,808 1,038,414 SH   SOLE   863,841 0 174,573
LANTHEUS HLDGS INC COM 516544103 55,372 2,156,216 SH   SOLE   1,789,316 0 366,900
LATTICE SEMICONDUCTOR CORP COM 518415104 653,891 10,114,319 SH   SOLE   8,686,805 0 1,427,514
LAUDER ESTEE COS INC CL A 518439104 202,005 673,507 SH   SOLE   673,507 0 0
LEGEND BIOTECH CORP SPONSORED ADS 52490G102 56,076 1,109,102 SH   SOLE   918,635 0 190,467
LIBERTY BROADBAND CORP COM SER C 530307305 40,681 235,558 SH   SOLE   195,829 0 39,729
LIBERTY GLOBAL PLC SHS CL A G5480U104 203,615 6,832,706 SH   SOLE   6,485,386 0 347,320
LIBERTY GLOBAL PLC SHS CL C G5480U120 247,302 8,394,516 SH   SOLE   7,967,973 0 426,543
LIBERTY MEDIA CORP DEL COM A SIRIUSXM 531229409 41,194 873,307 SH   SOLE   726,012 0 147,295
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607 41,206 868,038 SH   SOLE   721,644 0 146,394
LINDE PLC SHS G5494J103 259,395 884,162 SH   SOLE   884,162 0 0
LIONS GATE ENTMNT CORP CL A VTG 535919401 15,153 1,067,881 SH   SOLE   885,567 0 182,314
LIONS GATE ENTMNT CORP CL B NON VTG 535919500 29,384 2,260,276 SH   SOLE   1,879,074 0 381,202
LIVEPERSON INC COM 538146101 189,905 3,221,457 SH   SOLE   2,694,207 0 527,250
LOWES COS INC COM 548661107 562,790 2,774,276 SH   SOLE   2,381,184 0 393,092
LPL FINL HLDGS INC COM 50212V100 198,854 1,268,525 SH   SOLE   1,205,218 0 63,307
LULULEMON ATHLETICA INC COM 550021109 447,267 1,105,181 SH   SOLE   979,018 0 126,163
LUXFER HOLDINGS PLC SHS G5698W116 445 22,646 SH   SOLE   22,646 0 0
LYFT INC CL A COM 55087P104 225,118 4,200,749 SH   SOLE   3,805,533 0 395,216
M & T BK CORP COM 55261F104 61,767 413,600 SH   SOLE   345,216 0 68,384
MADRIGAL PHARMACEUTICALS INC COM 558868105 17,625 220,889 SH   SOLE   182,815 0 38,074
MARQETA INC CLASS A COM 57142B104 35,961 1,625,727 SH   SOLE   1,544,451 0 81,276
MARRIOTT INTL INC NEW CL A 571903202 187,017 1,262,858 SH   SOLE   1,157,807 0 105,051
MARSH & MCLENNAN COS INC COM 571748102 779,892 5,150,180 SH   SOLE   4,617,630 0 532,550
MARTIN MARIETTA MATLS INC COM 573284106 107,004 313,171 SH   SOLE   313,171 0 0
MASTERCARD INCORPORATED CL A 57636Q104 36,838 105,954 SH   SOLE   77,385 0 28,569
MATCH GROUP INC NEW COM 57667L107 431,428 2,748,125 SH   SOLE   2,611,059 0 137,066
MAXCYTE INC COM 57777K106 37,278 3,074,071 SH   SOLE   2,578,631 0 495,440
MEDTRONIC PLC SHS G5960L103 57,494 458,670 SH   SOLE   458,670 0 0
MERCADOLIBRE INC COM 58733R102 743,151 442,510 SH   SOLE   408,037 0 34,473
MERCK & CO INC COM 58933Y105 87,576 1,165,974 SH   SOLE   1,165,974 0 0
MICROSOFT CORP COM 594918104 1,016,883 3,606,991 SH   SOLE   3,239,057 0 367,934
MODEL N INC COM 607525102 110,646 3,302,854 SH   SOLE   2,740,753 0 562,101
MOELIS & CO CL A 60786M105 110,151 1,780,369 SH   SOLE   1,480,101 0 300,268
MONOLITHIC PWR SYS INC COM 609839105 217,175 448,079 SH   SOLE   374,707 0 73,372
MORGAN STANLEY COM NEW 617446448 143,820 1,477,954 SH   SOLE   1,477,954 0 0
MORNINGSTAR INC COM 617700109 119,191 460,144 SH   SOLE   320,043 0 140,101
MOTOROLA SOLUTIONS INC COM NEW 620076307 102,748 442,268 SH   SOLE   442,268 0 0
MSCI INC COM 55354G100 391,800 644,048 SH   SOLE   611,921 0 32,127
MYRIAD GENETICS INC COM 62855J104 53,508 1,657,111 SH   SOLE   1,371,975 0 285,136
NASDAQ INC COM 631103108 365,586 1,894,034 SH   SOLE   1,675,840 0 218,194
NATERA INC COM 632307104 58,963 529,101 SH   SOLE   386,366 0 142,735
NEOGENOMICS INC COM NEW 64049M209 334,353 6,931,041 SH   SOLE   6,035,498 0 895,543
NETAPP INC COM 64110D104 75,658 842,897 SH   SOLE   701,368 0 141,529
NETFLIX INC COM 64110L106 855,854 1,402,257 SH   SOLE   1,269,962 0 132,295
NEVRO CORP COM 64157F103 43,419 373,083 SH   SOLE   309,066 0 64,017
NEW YORK TIMES CO CL A 650111107 229,376 4,655,490 SH   SOLE   4,423,206 0 232,284
NEWS CORP NEW CL A 65249B109 102,151 4,341,306 SH   SOLE   3,609,127 0 732,179
NEXTERA ENERGY INC COM 65339F101 862,979 10,990,563 SH   SOLE   9,530,429 0 1,460,134
NICE LTD SPONSORED ADR 653656108 1,201,682 4,230,680 SH   SOLE   3,467,547 0 763,133
NIO INC SPON ADS 62914V106 4,208 118,111 SH   SOLE   74,564 0 43,547
NOAH HLDGS LTD SPON ADS CL A 65487X102 11,490 309,445 SH   SOLE   196,996 0 112,449
NOKIA CORP SPONSORED ADR 654902204 354,579 65,060,374 SH   SOLE   61,739,838 0 3,320,536
NORTHERN TR CORP COM 665859104 81,063 751,902 SH   SOLE   625,093 0 126,809
NORTHROP GRUMMAN CORP COM 666807102 92,182 255,954 SH   SOLE   255,954 0 0
NOV INC COM 62955J103 79,050 6,029,743 SH   SOLE   4,989,924 0 1,039,819
NOVANTA INC COM 67000B104 202,878 1,313,127 SH   SOLE   999,382 0 313,745
NVENT ELECTRIC PLC SHS G6700G107 99,907 3,090,231 SH   SOLE   2,569,047 0 521,184
NVIDIA CORPORATION COM 67066G104 413,932 1,998,129 SH   SOLE   1,998,129 0 0
NXP SEMICONDUCTORS N V COM N6596X109 84,504 431,429 SH   SOLE   431,429 0 0
OGE ENERGY CORP COM 670837103 85,593 2,596,889 SH   SOLE   2,158,913 0 437,976
OLO INC CL A 68134L109 59,455 1,979,862 SH   SOLE   1,404,167 0 575,695
OMNICOM GROUP INC COM 681919106 72,636 1,002,425 SH   SOLE   833,359 0 169,066
OPTIMIZERX CORP COM NEW 68401U204 64,053 748,716 SH   SOLE   625,149 0 123,567
OPTION CARE HEALTH INC COM NEW 68404L201 34,524 1,423,097 SH   SOLE   1,188,624 0 234,473
ORCHARD THERAPEUTICS PLC ADS 68570P101 24,947 10,846,420 SH   SOLE   9,031,532 0 1,814,888
OTIS WORLDWIDE CORP COM 68902V107 157,988 1,920,129 SH   SOLE   1,800,987 0 119,142
OZON HLDGS PLC SPONSORED ADS 69269L104 5,800 114,965 SH   SOLE   73,069 0 41,896
PAPA JOHNS INTL INC COM 698813102 109,986 866,101 SH   SOLE   723,291 0 142,810
PAYCOR HCM INC COM 70435P102 25,809 734,038 SH   SOLE   613,474 0 120,564
PAYONEER GLOBAL INC COM 70451X104 10,597 1,239,390 SH   SOLE   905,142 0 334,248
PELOTON INTERACTIVE INC CL A COM 70614W100 144,119 1,655,589 SH   SOLE   1,572,830 0 82,759
PHILIP MORRIS INTL INC COM 718172109 108,629 1,145,997 SH   SOLE   1,145,997 0 0
PROGRESSIVE CORP COM 743315103 631,155 6,982,577 SH   SOLE   6,211,096 0 771,481
PS BUSINESS PKS INC CALIF COM 69360J107 42,349 270,189 SH   SOLE   224,619 0 45,570
PUBLIC STORAGE COM 74460D109 52,047 175,182 SH   SOLE   145,629 0 29,553
Q2 HLDGS INC COM 74736L109 167,309 2,087,711 SH   SOLE   1,745,994 0 341,717
QUANTA SVCS INC COM 74762E102 90,659 796,512 SH   SOLE   796,512 0 0
QUOTIENT LTD SHS G73268107 5,020 2,145,295 SH   SOLE   1,796,358 0 348,937
RADWARE LTD ORD M81873107 138,798 4,116,182 SH   SOLE   3,415,201 0 700,981
RAYTHEON TECHNOLOGIES CORP COM 75513E101 101,091 1,176,019 SH   SOLE   1,176,019 0 0
REATA PHARMACEUTICALS INC CL A 75615P103 16,280 161,810 SH   SOLE   134,546 0 27,264
REPLIGEN CORP COM 759916109 48,159 166,647 SH   SOLE   139,678 0 26,969
ROKU INC COM CL A 77543R102 231,784 739,697 SH   SOLE   702,870 0 36,827
ROPER TECHNOLOGIES INC COM 776696106 67,502 151,305 SH   SOLE   151,305 0 0
S&P GLOBAL INC COM 78409V104 225,335 530,337 SH   SOLE   455,265 0 75,072
SBA COMMUNICATIONS CORP NEW CL A 78410G104 60,070 181,715 SH   SOLE   181,715 0 0
SCHLUMBERGER LTD COM STK 806857108 85,629 2,888,965 SH   SOLE   2,888,965 0 0
SCHWAB CHARLES CORP COM 808513105 513,971 7,056,159 SH   SOLE   6,055,655 0 1,000,504
SEA LTD SPONSORD ADS 81141R100 593,450 1,861,922 SH   SOLE   1,793,852 0 68,070
SEER INC COM CL A 81578P106 22,559 653,322 SH   SOLE   545,335 0 107,987
SERVICENOW INC COM 81762P102 190,237 305,715 SH   SOLE   305,715 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 49,549 1,777,237 SH   SOLE   1,485,832 0 291,405
SHOCKWAVE MED INC COM 82489T104 172,671 838,699 SH   SOLE   701,378 0 137,321
SHOPIFY INC CL A 82509L107 628,629 463,666 SH   SOLE   397,883 0 65,783
SILVERGATE CAP CORP CL A 82837P408 44,755 387,490 SH   SOLE   323,950 0 63,540
SKYWORKS SOLUTIONS INC COM 83088M102 260,887 1,583,244 SH   SOLE   1,391,701 0 191,543
SNAP INC CL A 83304A106 291,169 3,941,646 SH   SOLE   3,941,646 0 0
SOUTHWEST AIRLS CO COM 844741108 540,361 10,506,729 SH   SOLE   9,423,054 0 1,083,675
SPDR S&P 500 ETF Trust OPTIONS 78462F103 64,414 150,100 SH Put SOLE   0 0 0
SPLUNK INC COM 848637104 30,333 209,615 SH   SOLE   152,889 0 56,726
SPROUTS FMRS MKT INC COM 85208M102 3,708 160,021 SH   SOLE   160,021 0 0
STARBUCKS CORP COM 855244109 129,700 1,175,775 SH   SOLE   1,008,984 0 166,791
STONECO LTD COM CL A G85158106 105,091 3,026,806 SH   SOLE   3,026,806 0 0
STORE CAP CORP COM 862121100 36,331 1,134,285 SH   SOLE   942,984 0 191,301
SUNCOR ENERGY INC NEW COM 867224107 519,671 25,065,315 SH   SOLE   23,771,212 0 1,294,103
SVB FINANCIAL GROUP COM 78486Q101 446,610 690,406 SH   SOLE   626,546 0 63,860
SYNCHRONY FINANCIAL COM 87165B103 239,488 4,899,516 SH   SOLE   4,479,136 0 420,380
SYNOPSYS INC COM 871607107 301,836 1,008,101 SH   SOLE   930,364 0 77,737
SYSCO CORP COM 871829107 61,512 783,598 SH   SOLE   651,442 0 132,156
T-MOBILE US INC COM 872590104 107,172 838,851 SH   SOLE   711,940 0 126,911
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 28,595 256,113 SH   SOLE   208,846 0 47,267
TELEDYNE TECHNOLOGIES INC COM 879360105 335,649 781,343 SH   SOLE   658,239 0 123,104
TELEFONICA BRASIL SA NEW ADR 87936R205 678,809 87,475,352 SH   SOLE   80,708,879 0 6,766,473
TENARIS S A SPONSORED ADS 88031M109 69,863 3,309,458 SH   SOLE   3,134,830 0 174,628
THERMO FISHER SCIENTIFIC INC COM 883556102 8,577 15,013 SH   SOLE   10,944 0 4,069
THOR INDS INC COM 885160101 64,783 527,723 SH   SOLE   439,137 0 88,586
THREDUP INC CL A 88556E102 78,880 3,636,715 SH   SOLE   3,040,020 0 596,695
TRADEWEB MKTS INC CL A 892672106 327,240 4,051,008 SH   SOLE   3,601,494 0 449,514
TRAEGER INC COMMON STOCK 89269P103 24,513 1,171,211 SH   SOLE   979,026 0 192,185
TRANSDIGM GROUP INC COM 893641100 46,703 74,777 SH   SOLE   74,777 0 0
TRANSUNION COM 89400J107 292,755 2,606,669 SH   SOLE   2,476,155 0 130,514
TREX CO INC COM 89531P105 134,828 1,322,747 SH   SOLE   1,208,140 0 114,607
TRIMBLE INC COM 896239100 245,846 2,989,012 SH   SOLE   2,840,044 0 148,968
TYLER TECHNOLOGIES INC COM 902252105 293,103 639,056 SH   SOLE   577,414 0 61,642
TYSON FOODS INC CL A 902494103 91,627 1,160,722 SH   SOLE   964,960 0 195,762
UBER TECHNOLOGIES INC COM 90353T100 549,209 12,259,140 SH   SOLE   11,153,915 0 1,105,225
UNIQURE NV SHS N90064101 1,984 61,990 SH   SOLE   45,277 0 16,713
UNITY SOFTWARE INC COM 91332U101 362,157 2,868,572 SH   SOLE   2,868,572 0 0
VAIL RESORTS INC COM 91879Q109 89,442 267,751 SH   SOLE   222,591 0 45,160
VALMONT INDS INC COM 920253101 201,117 855,382 SH   SOLE   608,918 0 246,464
VAPOTHERM INC COM 922107107 46,569 2,091,111 SH   SOLE   1,747,515 0 343,596
VAREX IMAGING CORP COM 92214X106 45,166 1,601,617 SH   SOLE   1,326,216 0 275,401
VEEVA SYS INC CL A COM 922475108 2,081,352 7,222,654 SH   SOLE   6,448,909 0 773,745
VERACYTE INC COM 92337F107 247,591 5,330,268 SH   SOLE   4,234,813 0 1,095,455
VERASTEM INC COM 92337C104 5,925 1,923,816 SH   SOLE   1,556,306 0 367,510
VERTEX PHARMACEUTICALS INC COM 92532F100 84,352 465,031 SH   SOLE   465,031 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 78,957 3,277,585 SH   SOLE   2,393,239 0 884,346
VIEW INC COM CL A 92671V106 10,205 1,882,798 SH   SOLE   1,576,422 0 306,376
VIEWRAY INC COM 92672L107 175,403 24,327,709 SH   SOLE   19,577,791 0 4,749,918
VIMEO INC COMMON STOCK 92719V100 23,145 788,046 SH   SOLE   655,959 0 132,087
VISA INC COM CL A 92826C839 611,200 2,743,884 SH   SOLE   2,743,884 0 0
WAYFAIR INC CL A 94419L101 295,568 1,156,777 SH   SOLE   1,098,723 0 58,054
WEST PHARMACEUTICAL SVSC INC COM 955306105 339,364 799,368 SH   SOLE   757,287 0 42,081
WHEELS UP EXPERIENCE INC COM CL A 96328L106 14,158 2,148,454 SH   SOLE   1,652,822 0 495,632
WHITE MTNS INS GROUP LTD COM G9618E107 88,789 83,011 SH   SOLE   78,632 0 4,379
WINGSTOP INC COM 974155103 131,297 800,935 SH   SOLE   669,500 0 131,435
WNS HLDGS LTD SPON ADR 92932M101 112,729 1,378,103 SH   SOLE   1,143,642 0 234,461
WORKIVA INC COM CL A 98139A105 81,681 579,463 SH   SOLE   484,433 0 95,030
Y-MABS THERAPEUTICS INC COM 984241109 48,191 1,688,556 SH   SOLE   1,411,234 0 277,322
YANDEX N V SHS CLASS A N97284108 115,077 1,444,058 SH   SOLE   1,394,922 0 49,136
YETI HLDGS INC COM 98585X104 200,023 2,334,265 SH   SOLE   2,081,178 0 253,087
ZOGENIX INC COM NEW 98978L204 37,549 2,471,926 SH   SOLE   2,047,909 0 424,017
ZOOMINFO TECHNOLOGIES INC COM CL A 98980F104 193,200 3,157,382 SH   SOLE   2,999,470 0 157,912
ZSCALER INC COM 98980G102 328,723 1,253,617 SH   SOLE   1,135,695 0 117,922
ZYNGA INC CL A 98986T108 589,193 78,246,015 SH   SOLE   68,478,945 0 9,767,070