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
ADVANCE AUTO PARTS INC COM 00751Y106 236,892 1,515,233 SH   SOLE   1,369,580 0 145,653
ADVANCED DRAIN SYS INC DEL COM 00790R104 282,864 2,274,372 SH   SOLE   2,078,623 0 195,749
ADVANCED MICRO DEVICES INC COM 007903107 863,390 13,626,729 SH   SOLE   11,468,200 0 2,158,529
AGILENT TECHNOLOGIES INC COM 00846U101 185,163 1,523,350 SH   SOLE   1,444,035 0 79,315
AGILYSYS INC COM 00847J105 78,669 1,421,306 SH   SOLE   1,197,212 0 224,094
AIR LEASE CORP CL A 00912X302 97,226 3,135,316 SH   SOLE   2,855,552 0 279,764
AIRBNB INC COM CL A 009066101 632,442 6,020,960 SH   SOLE   5,483,112 0 537,848
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 230,436 2,880,807 SH   SOLE   2,641,892 0 238,915
ALIGN TECHNOLOGY INC COM 016255101 87,202 421,041 SH   SOLE   421,041 0 0
ALKERMES PLC SHS G01767105 44,378 1,987,373 SH   SOLE   1,674,527 0 312,846
ALLEGHANY CORP MD COM 017175100 11,773 14,026 SH   SOLE   14,026 0 0
ALLEGRO MICROSYSTEMS INC COM 01749D105 39,564 1,810,715 SH   SOLE   1,509,304 0 301,411
ALPHABET INC CAP STK CL A 02079K305 1,689,727 17,665,733 SH   SOLE   15,310,580 0 2,355,153
ALPHABET INC CAP STK CL C 02079K107 299,909 3,119,181 SH   SOLE   2,849,926 0 269,255
ALTRIA GROUP INC COM 02209S103 87,163 2,158,571 SH   SOLE   2,158,571 0 0
AMAZON COM INC COM 023135106 416,042 3,681,791 SH   SOLE   3,068,943 0 612,848
AMAZON COM INC OPTIONS 023135106 234,192 2,072,500 SH Call SOLE   0 0 0
AMBARELLA INC SHS G037AX101 14,873 264,737 SH   SOLE   221,193 0 43,544
AMERCO COM 023586100 97,614 191,694 SH   SOLE   151,697 0 39,997
AMERICAN EXPRESS CO COM 025816109 640,853 4,750,229 SH   SOLE   4,287,826 0 462,403
AMERICAN TOWER CORP NEW COM 03027X100 193,752 902,432 SH   SOLE   858,404 0 44,028
AMERISOURCEBERGEN CORP COM 03073E105 44,409 328,150 SH   SOLE   259,848 0 68,302
ANALOG DEVICES INC COM 032654105 106,811 766,546 SH   SOLE   606,606 0 159,940
AON PLC SHS CL A G0403H108 544,735 2,033,579 SH   SOLE   1,726,308 0 307,271
APTIV PLC SHS G6095L109 331,324 4,236,340 SH   SOLE   3,776,258 0 460,082
ARAMARK COM 03852U106 6,971 223,423 SH   SOLE   223,423 0 0
ARCH CAP GROUP LTD ORD G0450A105 1,605,450 35,253,620 SH   SOLE   33,584,762 0 1,668,858
ARGENX SE SPONSORED ADR 04016X101 998,672 2,828,698 SH   SOLE   2,414,545 0 414,153
ARISTA NETWORKS INC COM 040413106 657,701 5,826,032 SH   SOLE   5,118,807 0 707,225
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101 738,257 7,149,493 SH   SOLE   6,152,790 0 996,703
ASML HOLDING N V N Y REGISTRY N07059210 116,479 280,436 SH   SOLE   280,436 0 0
ATLASSIAN CORP COM G06242104 1,199,412 5,695,486 SH   SOLE   5,031,090 0 664,396
AUTONATION INC COM 05329W102 130,388 1,279,944 SH   SOLE   1,146,578 0 133,366
AVID BIOSERVICES INC COM 05368M106 21,832 1,141,866 SH   SOLE   952,274 0 189,592
AVIDITY BIOSCIENCES INC COM 05370A108 6,384 390,928 SH   SOLE   329,042 0 61,886
AXALTA COATING SYS LTD COM G0750C108 17,760 843,286 SH   SOLE   843,286 0 0
AZENTA INC COM 114340102 47,828 1,115,910 SH   SOLE   903,779 0 212,131
BANK HAWAII CORP COM 062540109 207 2,716 SH   SOLE   2,716 0 0
BANK NEW YORK MELLON CORP COM 064058100 844,353 21,919,873 SH   SOLE   19,775,051 0 2,144,822
BAOZUN INC SPONSORED ADR 06684L103 1,470 234,042 SH   SOLE   153,791 0 80,251
BEIGENE LTD SPONSORED ADR 07725L102 1,778 13,186 SH   SOLE   13,186 0 0
BENTLEY SYS INC COM CL B 08265T208 53,444 1,747,120 SH   SOLE   1,321,752 0 425,368
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 842,834 3,156,446 SH   SOLE   2,954,362 0 202,084
BIGCOMMERCE HLDGS INC COM SER 1 08975P108 24,741 1,671,684 SH   SOLE   1,395,165 0 276,519
BILIBILI INC SPONS ADS REP 090040106 71,863 4,690,822 SH   SOLE   4,690,822 0 0
BILL COM HLDGS INC COM 090043100 157,176 1,187,399 SH   SOLE   1,093,589 0 93,810
BIOCRYST PHARMACEUTICALS INC COM 09058V103 33,385 2,649,616 SH   SOLE   2,230,715 0 418,901
BIONTECH SE SPONSORED ADS 09075V102 300,636 2,228,913 SH   SOLE   1,995,850 0 233,063
BK OF AMERICA CORP COM 060505104 64,939 2,150,302 SH   SOLE   2,150,302 0 0
BLACKLINE INC COM 09239B109 105,855 1,767,194 SH   SOLE   1,471,712 0 295,482
BLACKSTONE INC COM 09260D107 62,877 751,215 SH   SOLE   751,215 0 0
BLOCK H & R INC COM 093671105 52,190 1,226,840 SH   SOLE   973,042 0 253,798
BOOKING HOLDINGS INC COM 09857L108 112,486 68,455 SH   SOLE   68,455 0 0
BORGWARNER INC COM 099724106 53,579 1,706,344 SH   SOLE   1,350,315 0 356,029
BOSTON SCIENTIFIC CORP COM 101137107 779,157 20,117,670 SH   SOLE   16,638,328 0 3,479,342
BTRS HOLDINGS INC COM CL 1 11778X104 20,676 2,232,814 SH   SOLE   1,868,203 0 364,611
BURLINGTON STORES INC COM 122017106 13,986 125,000 SH   SOLE   118,489 0 6,511
CABLE ONE INC COM 12685J105 42,766 50,133 SH   SOLE   39,699 0 10,434
CABLE ONE INC NOTE 3/1 12685JAE5 59 78,000 PRN   SOLE   0 0 78,000
CABLE ONE INC NOTE 1.125% 3/1 12685JAG0 54 75,000 PRN   SOLE   0 0 75,000
CAE INC COM 124765108 121,522 7,923,056 SH   SOLE   6,478,060 0 1,444,996
CANADIAN NATL RY CO COM 136375102 291,892 2,702,835 SH   SOLE   2,262,429 0 440,406
CANADIAN PAC RY LTD COM 13645T100 726,350 10,882,816 SH   SOLE   9,298,831 0 1,583,985
CARLYLE GROUP INC COM 14316J108 40,396 1,563,324 SH   SOLE   1,233,031 0 330,293
CATALENT INC COM 148806102 424,667 5,868,803 SH   SOLE   5,287,028 0 581,775
CELANESE CORP DEL COM 150870103 34,648 383,525 SH   SOLE   303,502 0 80,023
CENTENE CORP DEL COM 15135B101 67,531 867,897 SH   SOLE   687,330 0 180,567
CERIDIAN HCM HLDG INC COM 15677J108 29,769 532,735 SH   SOLE   447,849 0 84,886
CHARLES RIV LABS INTL INC COM 159864107 3,698 18,792 SH   SOLE   18,792 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 41,377 369,368 SH   SOLE   369,368 0 0
CHEGG INC COM 163092109 54,669 2,594,633 SH   SOLE   2,137,962 0 456,671
CHENIERE ENERGY INC COM NEW 16411R208 48,655 293,261 SH   SOLE   279,102 0 14,159
CHESAPEAKE ENERGY CORP COM 165167735 6,516 69,162 SH   SOLE   69,162 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 759,224 505,220 SH   SOLE   452,614 0 52,606
CIGNA CORP NEW COM 125523100 105,995 382,007 SH   SOLE   382,007 0 0
CISCO SYS INC COM 17275R102 54,192 1,354,793 SH   SOLE   1,354,793 0 0
CITIGROUP INC COM NEW 172967424 650,009 15,598,962 SH   SOLE   14,077,579 0 1,521,383
CLEARWATER ANALYTICS HLDGS I CL A 185123106 14,996 893,166 SH   SOLE   752,707 0 140,459
CME GROUP INC COM 12572Q105 51,540 290,975 SH   SOLE   290,975 0 0
CNH INDL N V SHS N20944109 110,885 9,927,037 SH   SOLE   9,406,671 0 520,366
COMCAST CORP NEW CL A 20030N101 85,677 2,921,123 SH   SOLE   2,921,123 0 0
COOPER COS INC COM NEW 216648402 90,144 341,584 SH   SOLE   300,906 0 40,678
CORTEVA INC COM 22052L104 60,180 1,053,026 SH   SOLE   834,012 0 219,014
COSTAR GROUP INC COM 22160N109 53,496 768,069 SH   SOLE   727,944 0 40,125
CREDICORP LTD COM G2519Y108 10,579 86,147 SH   SOLE   56,752 0 29,395
CROWDSTRIKE HLDGS INC CL A 22788C105 189,515 1,149,899 SH   SOLE   1,149,899 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 135,344 902,654 SH   SOLE   755,181 0 147,473
DANAHER CORPORATION COM 235851102 634,834 2,457,836 SH   SOLE   2,166,610 0 291,226
DARLING INGREDIENTS INC COM 237266101 10,060 152,077 SH   SOLE   152,077 0 0
DATADOG INC CL A COM 23804L103 169,511 1,909,334 SH   SOLE   1,785,306 0 124,028
DENALI THERAPEUTICS INC COM 24823R105 13,599 443,101 SH   SOLE   370,402 0 72,699
DENTSPLY SIRONA INC COM 24906P109 375,068 13,229,926 SH   SOLE   11,799,843 0 1,430,083
DESCARTES SYS GROUP INC COM 249906108 62,152 978,835 SH   SOLE   825,935 0 152,900
DESPEGAR COM CORP ORD SHS G27358103 8,452 1,482,873 SH   SOLE   1,083,043 0 399,830
DEVON ENERGY CORP NEW COM 25179M103 5,586 92,900 SH   SOLE   92,900 0 0
DEXCOM INC COM 252131107 124,861 1,550,297 SH   SOLE   1,469,625 0 80,672
DISNEY WALT CO COM 254687106 51,749 548,593 SH   SOLE   548,593 0 0
DLOCAL LTD CLASS A COM G29018101 25,257 1,230,838 SH   SOLE   1,230,838 0 0
DOLLAR TREE INC COM 256746108 54,126 397,691 SH   SOLE   377,046 0 20,645
DOUBLEVERIFY HLDGS INC COM 25862V105 55,507 2,029,516 SH   SOLE   1,708,487 0 321,029
EDWARDS LIFESCIENCES CORP COM 28176E108 78,726 952,754 SH   SOLE   906,716 0 46,038
ELECTRONIC ARTS INC COM 285512109 126,051 1,089,370 SH   SOLE   992,791 0 96,579
ELEVANCE HEALTH INC COM 036752103 1,187,680 2,614,653 SH   SOLE   2,361,885 0 252,768
ENTEGRIS INC COM 29362U104 146,621 1,766,098 SH   SOLE   1,674,297 0 91,801
ENVISTA HOLDINGS CORPORATION COM 29415F104 192,301 5,861,039 SH   SOLE   5,289,457 0 571,582
EOG RES INC COM 26875P101 130,867 1,171,281 SH   SOLE   1,171,281 0 0
EQT CORP COM 26884L109 11,876 291,438 SH   SOLE   291,438 0 0
ESTABLISHMENT LABS HLDGS INC COM G31249108 15,808 289,469 SH   SOLE   243,960 0 45,509
ETSY INC COM 29786A106 116,684 1,165,321 SH   SOLE   1,077,506 0 87,815
EVENTBRITE INC COM CL A 29975E109 19,090 3,139,741 SH   SOLE   2,620,537 0 519,204
EVOTEC AG SPONSORED ADS 30050E105 20,111 2,287,892 SH   SOLE   1,972,015 0 315,877
EXACT SCIENCES CORP COM 30063P105 34,557 1,063,619 SH   SOLE   1,008,411 0 55,208
EXPEDIA GROUP INC COM NEW 30212P303 483,300 5,158,498 SH   SOLE   4,578,181 0 580,317
EXPEDITORS INTL WASH INC COM 302130109 22,645 256,421 SH   SOLE   203,143 0 53,278
FABRINET SHS G3323L100 93,004 974,369 SH   SOLE   821,098 0 153,271
FEDEX CORP COM 31428X106 96,500 649,963 SH   SOLE   649,963 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 296,226 3,919,885 SH   SOLE   3,363,529 0 556,356
FIRST CTZNS BANCSHARES INC N CL A 31946M103 75,713 94,946 SH   SOLE   75,216 0 19,730
FIRST REP BK SAN FRANCISCO C COM 33616C100 197,940 1,516,198 SH   SOLE   1,348,134 0 168,064
FISERV INC COM 337738108 65,019 694,873 SH   SOLE   694,873 0 0
FIVE BELOW INC COM 33829M101 111,537 810,179 SH   SOLE   715,730 0 94,449
FLOOR & DECOR HLDGS INC CL A 339750101 51,316 730,373 SH   SOLE   608,273 0 122,100
FORTIVE CORP COM 34959J108 153,800 2,638,071 SH   SOLE   2,500,753 0 137,318
FRESHPET INC COM 358039105 17,466 348,700 SH   SOLE   291,413 0 57,287
FRESHWORKS INC CLASS A COM 358054104 18,230 1,405,562 SH   SOLE   1,173,164 0 232,398
GARMIN LTD SHS H2906T109 555,964 6,922,720 SH   SOLE   6,641,441 0 281,279
GCM GROSVENOR INC COM CL A 36831E108 140 17,759 SH   SOLE   17,759 0 0
GENERAC HLDGS INC COM 368736104 177,131 994,336 SH   SOLE   872,581 0 121,755
GENMAB A/S SPONSORED ADS 372303206 31,849 991,261 SH   SOLE   842,865 0 148,396
GENTEX CORP COM 371901109 53,562 2,246,742 SH   SOLE   1,777,959 0 468,783
GLAUKOS CORP COM 377322102 104,669 1,965,985 SH   SOLE   1,656,503 0 309,482
GLOBAL E ONLINE LTD SHS M5216V106 129,464 4,837,968 SH   SOLE   4,488,022 0 349,946
GLOBAL PMTS INC COM 37940X102 438,185 4,055,387 SH   SOLE   3,706,397 0 348,990
GLOBANT S A COM L44385109 10,016 53,541 SH   SOLE   35,182 0 18,359
GLOBE LIFE INC COM 37959E102 88,319 885,844 SH   SOLE   701,013 0 184,831
GOLDMAN SACHS GROUP INC COM 38141G104 87,001 296,880 SH   SOLE   296,880 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 73,564 1,194,613 SH   SOLE   941,612 0 253,001
HALOZYME THERAPEUTICS INC COM 40637H109 242,297 6,127,892 SH   SOLE   5,502,232 0 625,660
HARLEY DAVIDSON INC COM 412822108 16,958 486,175 SH   SOLE   486,175 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 111,325 1,905,590 SH   SOLE   1,905,590 0 0
HUBSPOT INC COM 443573100 448,221 1,659,340 SH   SOLE   1,510,109 0 149,231
IAC INC COM NEW 44891N208 39,182 707,509 SH   SOLE   555,263 0 152,246
ICICI BANK LIMITED ADR 45104G104 12,199 581,760 SH   SOLE   209,653 0 372,107
ICON PLC SHS G4705A100 58,901 320,495 SH   SOLE   258,440 0 62,055
IMPERIAL OIL LTD COM NEW 453038408 274,073 6,329,897 SH   SOLE   5,756,632 0 573,265
INFOSYS LTD SPONSORED ADR 456788108 1,731 101,989 SH   SOLE   101,989 0 0
INGERSOLL RAND INC COM 45687V106 912,781 21,099,882 SH   SOLE   18,299,659 0 2,800,223
INSPIRE MED SYS INC COM 457730109 23,694 133,586 SH   SOLE   112,572 0 21,014
INTERCONTINENTAL EXCHANGE IN COM 45866F104 9,896 109,534 SH   SOLE   109,534 0 0
INTUIT COM 461202103 20,187 52,121 SH   SOLE   48,030 0 4,091
INTUIT OPTIONS 461202103 52,211 134,800 SH Call SOLE   0 0 0
IOVANCE BIOTHERAPEUTICS INC COM 462260100 26,427 2,758,573 SH   SOLE   2,300,656 0 457,917
IRHYTHM TECHNOLOGIES INC COM 450056106 52,905 422,296 SH   SOLE   319,869 0 102,427
ISHARES TR INDIA 50 ETF 464289529 2,395 56,740 SH   SOLE   56,740 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104 7,766 90,300 SH   SOLE   75,881 0 14,419
JONES LANG LASALLE INC COM 48020Q107 38,503 254,869 SH   SOLE   201,690 0 53,179
KANZHUN LIMITED SPONSORED ADS 48553T106 36,325 2,151,941 SH   SOLE   2,151,941 0 0
KE HLDGS INC SPONSORED ADS 482497104 81,535 4,653,814 SH   SOLE   4,653,814 0 0
KINGSOFT CLOUD HLDGS LTD ADS 49639K101 1,496 751,749 SH   SOLE   497,739 0 254,010
KORNIT DIGITAL LTD SHS M6372Q113 112,105 4,212,908 SH   SOLE   3,526,038 0 686,870
KROGER CO COM 501044101 61,610 1,408,236 SH   SOLE   1,114,407 0 293,829
LAM RESEARCH CORP COM 512807108 325,604 889,628 SH   SOLE   802,469 0 87,159
LAMAR ADVERTISING CO NEW CL A 512816109 72,566 879,700 SH   SOLE   696,878 0 182,822
LANTHEUS HLDGS INC COM 516544103 49,461 703,270 SH   SOLE   592,473 0 110,797
LATTICE SEMICONDUCTOR CORP COM 518415104 489,225 9,941,581 SH   SOLE   8,798,983 0 1,142,598
LAUDER ESTEE COS INC CL A 518439104 153,069 708,979 SH   SOLE   692,501 0 16,478
LEGEND BIOTECH CORP SPONSORED ADS 52490G102 57,396 1,406,767 SH   SOLE   1,184,470 0 222,297
LESLIES INC COM 527064109 31,517 2,142,556 SH   SOLE   1,794,221 0 348,335
LIBERTY BROADBAND CORP COM SER C 530307305 14,604 197,884 SH   SOLE   156,769 0 41,115
LIBERTY GLOBAL PLC SHS CL A G5480U104 196,951 12,633,169 SH   SOLE   12,138,624 0 494,545
LIBERTY GLOBAL PLC SHS CL C G5480U120 148,125 8,977,251 SH   SOLE   8,594,711 0 382,540
LIBERTY MEDIA CORP DEL COM A SIRIUSXM 531229409 27,824 730,869 SH   SOLE   578,394 0 152,475
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607 27,396 726,494 SH   SOLE   574,931 0 151,563
LIGHTSPEED COMMERCE INC SUB VTG SHS 53229C107 51,531 2,928,088 SH   SOLE   2,447,788 0 480,300
LINDE PLC SHS G5494J103 19,484 72,274 SH   SOLE   68,768 0 3,506
LIVE OAK BANCSHARES INC COM 53803X105 23,706 774,720 SH   SOLE   646,083 0 128,637
LOMA NEGRA C I A S A MTN 14 SPONSORED ADS 54150E104 4,628 742,874 SH   SOLE   489,170 0 253,704
LOWES COS INC COM 548661107 271,536 1,445,802 SH   SOLE   1,240,860 0 204,942
LPL FINL HLDGS INC COM 50212V100 205,716 941,580 SH   SOLE   892,569 0 49,011
LULULEMON ATHLETICA INC COM 550021109 549,014 1,963,850 SH   SOLE   1,733,955 0 229,895
LUXFER HLDGS PLC SHS G5698W116 1,027 70,831 SH   SOLE   70,831 0 0
M & T BK CORP COM 55261F104 61,225 347,241 SH   SOLE   274,789 0 72,452
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 23,848 460,471 SH   SOLE   337,297 0 123,174
MADRIGAL PHARMACEUTICALS INC COM 558868105 13,679 210,482 SH   SOLE   177,404 0 33,078
MARRIOTT INTL INC NEW CL A 571903202 155,176 1,107,291 SH   SOLE   1,004,789 0 102,502
MARSH & MCLENNAN COS INC COM 571748102 580,480 3,888,271 SH   SOLE   3,506,362 0 381,909
MASTERCARD INCORPORATED CL A 57636Q104 39,832 140,087 SH   SOLE   140,087 0 0
MATCH GROUP INC NEW COM 57667L107 134,402 2,814,693 SH   SOLE   2,668,611 0 146,082
MAXCYTE INC COM 57777K106 8,261 1,270,930 SH   SOLE   1,077,411 0 193,519
MCKESSON CORP COM 58155Q103 173,275 509,827 SH   SOLE   485,223 0 24,604
MEDTRONIC PLC SHS G5960L103 67,069 830,579 SH   SOLE   830,579 0 0
MERCADOLIBRE INC COM 58733R102 243,303 293,922 SH   SOLE   285,206 0 8,716
MERCK & CO INC COM 58933Y105 98,771 1,146,895 SH   SOLE   1,146,895 0 0
META PLATFORMS INC CL A 30303M102 703,345 5,183,850 SH   SOLE   4,742,126 0 441,724
MICROSOFT CORP COM 594918104 483,912 2,077,766 SH   SOLE   1,885,396 0 192,370
MODEL N INC COM 607525102 106,144 3,100,904 SH   SOLE   2,613,763 0 487,141
MOELIS & CO CL A 60786M105 46,592 1,378,056 SH   SOLE   1,091,536 0 286,520
MONDAY COM LTD SHS M7S64H106 17,651 155,738 SH   SOLE   130,231 0 25,507
MONOLITHIC PWR SYS INC COM 609839105 271,688 747,629 SH   SOLE   674,917 0 72,712
MONSTER BEVERAGE CORP NEW COM 61174X109 84,620 973,092 SH   SOLE   930,600 0 42,492
MOODYS CORP COM 615369105 37,495 154,230 SH   SOLE   146,760 0 7,470
MORGAN STANLEY COM NEW 617446448 93,592 1,184,553 SH   SOLE   1,184,553 0 0
MORNINGSTAR INC COM 617700109 76,081 358,330 SH   SOLE   262,043 0 96,287
MOTOROLA SOLUTIONS INC COM NEW 620076307 133,300 595,168 SH   SOLE   566,427 0 28,741
MSCI INC COM 55354G100 230,859 547,332 SH   SOLE   518,782 0 28,550
MYRIAD GENETICS INC COM 62855J104 51,049 2,675,545 SH   SOLE   2,252,330 0 423,215
NASDAQ INC COM 631103108 344,880 6,084,682 SH   SOLE   5,442,886 0 641,796
NATERA INC COM 632307104 5,268 120,213 SH   SOLE   120,213 0 0
NETAPP INC COM 64110D104 43,624 705,314 SH   SOLE   558,782 0 146,532
NETFLIX INC COM 64110L106 172,343 732,006 SH   SOLE   732,006 0 0
NEWS CORP NEW CL A 65249B109 54,900 3,633,346 SH   SOLE   2,875,248 0 758,098
NEXTERA ENERGY INC COM 65339F101 1,217,171 15,523,155 SH   SOLE   13,604,460 0 1,918,695
NICE LTD SPONSORED ADR 653656108 267,750 1,422,387 SH   SOLE   1,184,776 0 237,611
NIO INC SPON ADS 62914V106 6,993 443,461 SH   SOLE   292,406 0 151,055
NOAH HLDGS LTD SPON ADS CL A 65487X102 4,270 323,262 SH   SOLE   201,634 0 121,628
NOKIA CORP SPONSORED ADR 654902204 360,925 84,525,880 SH   SOLE   81,091,508 0 3,434,372
NORFOLK SOUTHN CORP COM 655844108 6,079 28,994 SH   SOLE   28,994 0 0
NORTHERN TR CORP COM 665859104 54,029 631,479 SH   SOLE   500,209 0 131,270
NORTHROP GRUMMAN CORP COM 666807102 206,738 439,568 SH   SOLE   427,310 0 12,258
NOV INC COM 62955J103 85,378 5,276,790 SH   SOLE   4,301,044 0 975,746
NOVANTA INC COM 67000B104 96,205 831,861 SH   SOLE   673,659 0 158,202
NOVO-NORDISK A S ADR 670100205 20,394 204,700 SH   SOLE   164,393 0 40,307
NU HLDGS LTD ORD SHS CL A G6683N103 262,619 59,686,104 SH   SOLE   54,100,793 0 5,585,311
NVENT ELECTRIC PLC SHS G6700G107 82,013 2,594,543 SH   SOLE   2,054,928 0 539,615
NVIDIA CORPORATION COM 67066G104 237,217 1,954,172 SH   SOLE   1,954,172 0 0
NXP SEMICONDUCTORS N V COM N6596X109 82,849 561,648 SH   SOLE   548,047 0 13,601
OGE ENERGY CORP COM 670837103 79,447 2,179,009 SH   SOLE   1,725,537 0 453,472
OLO INC CL A 68134L109 17,507 2,216,132 SH   SOLE   1,859,218 0 356,914
OMNICOM GROUP INC COM 681919106 53,063 841,073 SH   SOLE   666,048 0 175,025
ON SEMICONDUCTOR CORP COM 682189105 926,840 14,869,886 SH   SOLE   12,973,997 0 1,895,889
OPTION CARE HEALTH INC COM NEW 68404L201 35,754 1,136,140 SH   SOLE   946,844 0 189,296
ORACLE CORP COM 68389X105 56,779 929,739 SH   SOLE   884,028 0 45,711
OTIS WORLDWIDE CORP COM 68902V107 45,066 706,362 SH   SOLE   559,631 0 146,731
OZON HLDGS PLC SPONSORED ADS 69269L104 0 298,287 SH   SOLE   192,748 0 105,539
PAPA JOHNS INTL INC COM 698813102 71,437 1,020,378 SH   SOLE   785,214 0 235,164
PAYCOR HCM INC COM 70435P102 41,333 1,398,279 SH   SOLE   1,165,849 0 232,430
PENUMBRA INC COM 70975L107 20,297 107,051 SH   SOLE   90,144 0 16,907
PHILIP MORRIS INTL INC COM 718172109 99,588 1,199,714 SH   SOLE   1,199,714 0 0
PINDUODUO INC SPONSORED ADS 722304102 9,278 148,262 SH   SOLE   148,262 0 0
PINDUODUO INC OPTIONS 722304102 1,252 20,000 SH Put SOLE   0 0 0
PROCORE TECHNOLOGIES INC COM 74275K108 10,825 218,766 SH   SOLE   183,516 0 35,250
PROGRESSIVE CORP COM 743315103 1,141,556 9,823,219 SH   SOLE   8,676,751 0 1,146,468
PUBLIC STORAGE COM 74460D109 36,824 125,760 SH   SOLE   99,680 0 26,080
Q2 HLDGS INC COM 74736L109 56,328 1,749,318 SH   SOLE   1,456,937 0 292,381
QUANTA SVCS INC COM 74762E102 47,516 372,995 SH   SOLE   355,000 0 17,995
RADWARE LTD ORD M81873107 65,629 3,011,864 SH   SOLE   2,519,868 0 491,996
RAYTHEON TECHNOLOGIES CORP COM 75513E101 78,301 956,522 SH   SOLE   956,522 0 0
RELAY THERAPEUTICS INC COM 75943R102 6,837 305,626 SH   SOLE   259,257 0 46,369
REPLIGEN CORP COM 759916109 219,608 1,173,683 SH   SOLE   1,078,592 0 95,091
RYAN SPECIALTY HOLDINGS INC CL A 78351F107 117,264 2,886,848 SH   SOLE   2,736,694 0 150,154
S&P GLOBAL INC COM 78409V104 261,102 855,090 SH   SOLE   773,554 0 81,536
SBA COMMUNICATIONS CORP NEW CL A 78410G104 84,342 296,300 SH   SOLE   282,721 0 13,579
SCHLUMBERGER LTD COM STK 806857108 586,322 16,332,100 SH   SOLE   13,772,331 0 2,559,769
SCHWAB CHARLES CORP COM 808513105 550,639 7,661,596 SH   SOLE   6,575,250 0 1,086,346
SEA LTD SPONSORD ADS 81141R100 221,466 3,951,224 SH   SOLE   3,931,656 0 19,568
SEAGEN INC COM 81181C104 16,933 123,751 SH   SOLE   102,530 0 21,221
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 645,865 17,324,713 SH   SOLE   16,285,944 0 1,038,769
SHELL PLC SPON ADS 780259305 37,068 744,942 SH   SOLE   546,323 0 198,619
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 30,535 1,416,932 SH   SOLE   1,181,169 0 235,763
SHOCKWAVE MED INC COM 82489T104 184,562 663,726 SH   SOLE   574,403 0 89,323
SHOPIFY INC CL A 82509L107 51,418 1,908,615 SH   SOLE   1,809,243 0 99,372
SILVERGATE CAP CORP CL A 82837P408 29,209 387,639 SH   SOLE   323,157 0 64,482
SNAP INC CL A 83304A106 86,829 8,842,045 SH   SOLE   8,842,045 0 0
SNOWFLAKE INC CL A 833445109 92,252 542,788 SH   SOLE   542,788 0 0
SOUTHWEST AIRLS CO COM 844741108 356,700 11,566,150 SH   SOLE   10,428,886 0 1,137,264
SPROUT SOCIAL INC COM CL A 85209W109 26,093 430,007 SH   SOLE   360,758 0 69,249
STAAR SURGICAL CO COM PAR $0.01 852312305 37,124 526,202 SH   SOLE   443,101 0 83,101
STORE CAP CORP COM 862121100 50,574 1,614,241 SH   SOLE   1,281,023 0 333,218
STRYKER CORPORATION COM 863667101 6,985 34,488 SH   SOLE   34,488 0 0
SUNCOR ENERGY INC NEW COM 867224107 433,459 15,392,254 SH   SOLE   14,762,073 0 630,181
SVB FINANCIAL GROUP COM 78486Q101 474,505 1,413,144 SH   SOLE   1,242,655 0 170,489
SYNCHRONY FINANCIAL COM 87165B103 129,750 4,602,695 SH   SOLE   4,167,457 0 435,238
SYNOPSYS INC COM 871607107 254,807 834,038 SH   SOLE   790,538 0 43,500
SYSCO CORP COM 871829107 46,488 657,451 SH   SOLE   520,648 0 136,803
T-MOBILE US INC COM 872590104 310,004 2,310,528 SH   SOLE   2,204,462 0 106,066
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 4,004 58,403 SH   SOLE   58,403 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 110,292 1,011,851 SH   SOLE   906,519 0 105,332
TELEDYNE TECHNOLOGIES INC COM 879360105 207,150 613,832 SH   SOLE   542,121 0 71,711
TELEFONICA BRASIL SA NEW ADR 87936R205 436,413 58,033,684 SH   SOLE   53,885,305 0 4,148,379
TESLA INC COM 88160R101 214,576 808,956 SH   SOLE   700,292 0 108,664
THERMO FISHER SCIENTIFIC INC COM 883556102 161,790 318,992 SH   SOLE   303,584 0 15,408
THREDUP INC CL A 88556E102 2,208 1,200,000 SH   SOLE   1,006,731 0 193,269
TJX COS INC NEW COM 872540109 8,084 130,138 SH   SOLE   130,138 0 0
TOTALENERGIES SE SPONSORED ADS 89151E109 13,786 296,349 SH   SOLE   266,879 0 29,470
TRADEWEB MKTS INC CL A 892672106 149,110 2,642,850 SH   SOLE   2,354,023 0 288,827
TRANE TECHNOLOGIES PLC SHS G8994E103 5,829 40,256 SH   SOLE   40,256 0 0
TRANSDIGM GROUP INC COM 893641100 123,388 235,105 SH   SOLE   224,535 0 10,570
TREX CO INC COM 89531P105 84,590 1,925,123 SH   SOLE   1,780,556 0 144,567
TRIMBLE INC COM 896239100 128,276 2,363,672 SH   SOLE   2,240,417 0 123,255
TYLER TECHNOLOGIES INC COM 902252105 205,319 590,846 SH   SOLE   536,327 0 54,519
TYSON FOODS INC CL A 902494103 64,232 974,252 SH   SOLE   771,569 0 202,683
UBER TECHNOLOGIES INC COM 90353T100 144,924 5,468,813 SH   SOLE   5,183,967 0 284,846
UNITEDHEALTH GROUP INC COM 91324P102 285,985 566,263 SH   SOLE   539,242 0 27,021
UNITY SOFTWARE INC COM 91332U101 114,525 3,594,642 SH   SOLE   3,594,642 0 0
VAIL RESORTS INC COM 91879Q109 58,099 269,428 SH   SOLE   213,356 0 56,072
VALMONT INDS INC COM 920253101 189,971 707,210 SH   SOLE   538,009 0 169,201
VAREX IMAGING CORP COM 92214X106 36,392 1,721,466 SH   SOLE   1,450,453 0 271,013
VEEVA SYS INC CL A COM 922475108 1,548,805 9,393,531 SH   SOLE   8,233,776 0 1,159,755
VERACYTE INC COM 92337F107 63,188 3,806,490 SH   SOLE   3,170,517 0 635,973
VERASTEM INC COM 92337C104 1,626 1,913,269 SH   SOLE   1,606,535 0 306,734
VERISK ANALYTICS INC COM 92345Y106 56,562 331,681 SH   SOLE   314,444 0 17,237
VERTEX PHARMACEUTICALS INC COM 92532F100 65,929 227,704 SH   SOLE   227,704 0 0
VIEWRAY INC COM 92672L107 62,764 17,242,918 SH   SOLE   14,558,219 0 2,684,699
VISA INC COM CL A 92826C839 410,278 2,309,476 SH   SOLE   2,272,683 0 36,793
VONTIER CORPORATION COM 928881101 33,199 1,986,789 SH   SOLE   1,528,511 0 458,278
WARNER BROS DISCOVERY INC COM SER A 934423104 114,511 9,957,511 SH   SOLE   8,951,225 0 1,006,286
WEST PHARMACEUTICAL SVSC INC COM 955306105 225,345 915,739 SH   SOLE   867,956 0 47,783
WILLIS TOWERS WATSON PLC LTD SHS G96629103 1,346,782 6,702,410 SH   SOLE   6,275,494 0 426,916
WINGSTOP INC COM 974155103 88,074 702,229 SH   SOLE   587,736 0 114,493
WNS HLDGS LTD SPON ADR 92932M101 105,943 1,294,518 SH   SOLE   1,091,299 0 203,219
WOLFSPEED INC COM 977852102 198,714 1,922,539 SH   SOLE   1,560,503 0 362,036
WORKIVA INC COM CL A 98139A105 101,957 1,310,501 SH   SOLE   992,873 0 317,628
YANDEX N V SHS CLASS A N97284108 0 1,974,776 SH   SOLE   1,914,160 0 60,616
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104 206,635 4,960,037 SH   SOLE   4,701,721 0 258,316
ZSCALER INC COM 98980G102 306,580 1,865,180 SH   SOLE   1,704,596 0 160,584