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
ADVANCE AUTO PARTS INC COM 00751Y106   161,066,219 1,095,465 SH   SOLE   993,600 0 101,865
ADVANCED DRAIN SYS INC DEL COM 00790R104   66,107,166 806,480 SH   SOLE   727,161 0 79,319
ADVANCED MICRO DEVICES INC COM 007903107   937,874,587 14,480,077 SH   SOLE   12,324,201 0 2,155,876
AGILENT TECHNOLOGIES INC COM 00846U101   283,203,497 1,892,439 SH   SOLE   1,793,236 0 99,203
AGILYSYS INC COM 00847J105   91,314,264 1,153,832 SH   SOLE   955,109 0 198,723
AIR LEASE CORP CL A 00912X302   106,082,538 2,761,128 SH   SOLE   2,481,364 0 279,764
AIR PRODS & CHEMS INC COM 009158106   55,208,133 179,096 SH   SOLE   169,788 0 9,308
AIRBNB INC COM CL A 009066101   486,528,516 5,690,392 SH   SOLE   5,235,796 0 454,596
AKERO THERAPEUTICS INC COM 00973Y108   13,067,882 238,465 SH   SOLE   197,187 0 41,278
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   388,354,895 4,408,615 SH   SOLE   3,545,219 0 863,396
ALIGN TECHNOLOGY INC COM 016255101   69,988,430 331,856 SH   SOLE   331,856 0 0
ALKERMES PLC SHS G01767105   50,176,577 1,920,267 SH   SOLE   1,592,984 0 327,283
ALLEGRO MICROSYSTEMS INC COM 01749D105   53,712,835 1,789,235 SH   SOLE   1,470,056 0 319,179
ALPHABET INC CAP STK CL A 02079K305   1,232,504,281 13,969,220 SH   SOLE   12,280,152 0 1,689,068
ALPHABET INC CAP STK CL C 02079K107   125,399,092 1,413,266 SH   SOLE   1,413,266 0 0
ALTRIA GROUP INC COM 02209S103   83,552,806 1,827,889 SH   SOLE   1,827,889 0 0
AMAZON COM INC COM 023135106   362,538,120 4,315,930 SH   SOLE   3,627,330 0 688,600
AMAZON COM INC COM 023135106   38,480,400 458,100 SH Call SOLE   0 0 0
AMBARELLA INC SHS G037AX101   21,083,690 256,399 SH   SOLE   215,549 0 40,850
AMERICAN EXPRESS CO COM 025816109   667,849,651 4,520,133 SH   SOLE   4,089,700 0 430,433
AMERICAN TOWER CORP NEW COM 03027X100   200,673,368 947,198 SH   SOLE   897,681 0 49,517
AMERISOURCEBERGEN CORP COM 03073E105   43,159,004 260,449 SH   SOLE   202,156 0 58,293
ANALOG DEVICES INC COM 032654105   111,128,685 677,490 SH   SOLE   525,837 0 151,653
AON PLC SHS CL A G0403H108   413,751,994 1,378,530 SH   SOLE   1,102,871 0 275,659
APTIV PLC SHS G6095L109   253,595,411 2,723,026 SH   SOLE   2,400,241 0 322,785
ARAMARK COM 03852U106   10,975,853 265,502 SH   SOLE   265,502 0 0
ARCH CAP GROUP LTD ORD G0450A105   1,954,645,004 31,134,836 SH   SOLE   30,011,241 0 1,123,595
ARGENX SE SPONSORED ADR 04016X101   990,797,664 2,615,415 SH   SOLE   2,226,549 0 388,866
ARISTA NETWORKS INC COM 040413106   534,359,143 4,403,454 SH   SOLE   3,867,942 0 535,512
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101   845,183,078 6,920,356 SH   SOLE   5,953,869 0 966,487
ASML HOLDING N V N Y REGISTRY N07059210   103,249,930 188,964 SH   SOLE   188,964 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108   150,994,465 2,227,057 SH   SOLE   1,800,429 0 426,628
ATLASSIAN CORPORATION CL A 049468101   707,739,228 5,499,994 SH   SOLE   4,843,338 0 656,656
AUTONATION INC COM 05329W102   109,533,128 1,020,812 SH   SOLE   887,446 0 133,366
AVID BIOSERVICES INC COM 05368M106   15,480,978 1,124,254 SH   SOLE   923,494 0 200,760
AVIDITY BIOSCIENCES INC COM 05370A108   28,868,657 1,300,976 SH   SOLE   1,075,163 0 225,813
AXALTA COATING SYS LTD COM G0750C108   20,427,704 802,030 SH   SOLE   802,030 0 0
AZENTA INC COM 114340102   40,079,114 688,408 SH   SOLE   565,639 0 122,769
BAKER HUGHES COMPANY CL A 05722G100   6,531,947 221,197 SH   SOLE   221,197 0 0
BANK AMERICA CORP COM 060505104   70,848,913 2,139,158 SH   SOLE   2,139,158 0 0
BANK HAWAII CORP COM 062540109   213,523 2,753 SH   SOLE   2,753 0 0
BANK NEW YORK MELLON CORP COM 064058100   970,976,514 21,330,767 SH   SOLE   19,292,845 0 2,037,922
BAOZUN INC SPONSORED ADR 06684L103   1,136,675 214,467 SH   SOLE   134,216 0 80,251
BEIGENE LTD SPONSORED ADR 07725L102   2,900,129 13,186 SH   SOLE   13,186 0 0
BENTLEY SYS INC COM CL B 08265T208   144,255,065 3,903,005 SH   SOLE   3,373,806 0 529,199
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   916,322,196 2,966,404 SH   SOLE   2,784,193 0 182,211
BILIBILI INC SPONS ADS REP 090040106   86,749,155 3,661,847 SH   SOLE   3,661,847 0 0
BILL COM HLDGS INC COM 090043100   167,974,588 1,541,617 SH   SOLE   1,404,520 0 137,097
BIOCRYST PHARMACEUTICALS INC COM 09058V103   33,044,342 2,878,427 SH   SOLE   2,392,610 0 485,817
BIONTECH SE SPONSORED ADS 09075V102   361,534,474 2,406,700 SH   SOLE   2,141,715 0 264,985
BLACKLINE INC COM 09239B109   117,459,003 1,746,083 SH   SOLE   1,433,284 0 312,799
BLACKSTONE INC COM 09260D107   47,185,434 636,008 SH   SOLE   636,008 0 0
BLOCK H & R INC COM 093671105   41,449,547 1,135,293 SH   SOLE   881,495 0 253,798
BOOKING HOLDINGS INC COM 09857L108   117,134,119 58,123 SH   SOLE   58,123 0 0
BORGWARNER INC COM 099724106   55,616,122 1,381,767 SH   SOLE   1,072,096 0 309,671
BOSTON SCIENTIFIC CORP COM 101137107   902,288,089 19,500,499 SH   SOLE   16,051,702 0 3,448,797
CABLE ONE INC NOTE 3/1 12685JAE5   62,840 80,000 SH   SOLE   0 0 0
CABLE ONE INC NOTE 1.125% 3/1 12685JAG0   57,466 77,000 SH   SOLE   0 0 0
CABLE ONE INC COM 12685J105   64,178,450 90,156 SH   SOLE   69,223 0 20,933
CAE INC COM 124765108   160,992,442 8,323,525 SH   SOLE   6,738,182 0 1,585,343
CANADIAN NATL RY CO COM 136375102   220,408,294 1,855,464 SH   SOLE   1,485,104 0 370,360
CANADIAN PAC RY LTD COM 13645T100   741,868,050 9,948,708 SH   SOLE   8,519,185 0 1,429,523
CARLYLE GROUP INC COM 14316J108   36,415,900 1,220,372 SH   SOLE   947,855 0 272,517
CARRIER GLOBAL CORPORATION COM 14448C104   7,755,908 188,022 SH   SOLE   188,022 0 0
CATALENT INC COM 148806102   352,982,283 7,842,308 SH   SOLE   6,965,382 0 876,926
CELANESE CORP DEL COM 150870103   36,331,495 355,355 SH   SOLE   275,332 0 80,023
CENTENE CORP DEL COM 15135B101   66,017,312 804,991 SH   SOLE   624,424 0 180,567
CERIDIAN HCM HLDG INC COM 15677J108   140,885,653 2,196,191 SH   SOLE   1,898,351 0 297,840
CHARLES RIV LABS INTL INC COM 159864107   3,324,718 15,258 SH   SOLE   15,258 0 0
CHART INDS INC COM 16115Q308   15,362,233 133,318 SH   SOLE   110,650 0 22,668
CHECK POINT SOFTWARE TECH LT ORD M22465104   46,090,285 365,332 SH   SOLE   365,332 0 0
CHEGG INC COM 163092109   64,786,645 2,563,777 SH   SOLE   2,081,949 0 481,828
CHENIERE ENERGY INC COM NEW 16411R208   18,308,167 122,087 SH   SOLE   115,724 0 6,363
CHESAPEAKE ENERGY CORP COM 165167735   5,622,848 59,583 SH   SOLE   59,583 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   703,779,328 507,232 SH   SOLE   454,010 0 53,222
CIGNA CORP NEW COM 125523100   77,518,650 233,955 SH   SOLE   233,955 0 0
CITIGROUP INC COM NEW 172967424   671,861,482 14,854,333 SH   SOLE   13,438,084 0 1,416,249
CLEARWATER ANALYTICS HLDGS I CL A 185123106   18,857,494 1,005,733 SH   SOLE   836,214 0 169,519
CME GROUP INC COM 12572Q105   63,112,130 375,310 SH   SOLE   375,310 0 0
CNH INDL N V SHS N20944109   157,346,886 9,797,440 SH   SOLE   9,277,074 0 520,366
COCA COLA CO COM 191216100   210,804 3,314 SH   SOLE   3,314 0 0
COMCAST CORP NEW CL A 20030N101   104,048,199 2,975,356 SH   SOLE   2,975,356 0 0
CONSTELLATION ENERGY CORP COM 21037T109   71,470,590 829,029 SH   SOLE   785,703 0 43,326
COOPER COS INC COM NEW 216648402   110,157,420 333,134 SH   SOLE   293,792 0 39,342
CORTEVA INC COM 22052L104   37,967,707 645,929 SH   SOLE   501,358 0 144,571
COSTAR GROUP INC COM 22160N109   297,437,969 3,848,835 SH   SOLE   3,480,507 0 368,328
CREDICORP LTD COM G2519Y108   11,168,888 82,330 SH   SOLE   50,235 0 32,095
CROWDSTRIKE HLDGS INC CL A 22788C105   168,982,343 1,604,923 SH   SOLE   1,604,923 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   107,571,901 829,710 SH   SOLE   685,315 0 144,395
DANAHER CORPORATION COM 235851102   544,595,922 2,051,827 SH   SOLE   1,749,123 0 302,704
DARLING INGREDIENTS INC COM 237266101   7,922,580 126,579 SH   SOLE   126,579 0 0
DATADOG INC CL A COM 23804L103   150,348,807 2,045,562 SH   SOLE   1,921,517 0 124,045
DENALI THERAPEUTICS INC COM 24823R105   12,116,066 435,673 SH   SOLE   359,365 0 76,308
DENTSPLY SIRONA INC COM 24906P109   432,459,923 13,582,284 SH   SOLE   12,080,391 0 1,501,893
DESCARTES SYS GROUP INC COM 249906108   65,531,687 940,035 SH   SOLE   781,635 0 158,400
DESPEGAR COM CORP ORD SHS G27358103   8,531,113 1,662,985 SH   SOLE   1,226,434 0 436,551
DEXCOM INC COM 252131107   256,777,135 2,267,548 SH   SOLE   2,149,692 0 117,856
DISNEY WALT CO COM 254687106   60,969,604 701,768 SH   SOLE   701,768 0 0
DOLLAR TREE INC COM 256746108   63,131,885 446,351 SH   SOLE   422,217 0 24,134
DOUBLEVERIFY HLDGS INC COM 25862V105   50,887,447 2,317,279 SH   SOLE   1,923,381 0 393,898
ELECTRONIC ARTS INC COM 285512109   117,262,622 959,753 SH   SOLE   863,174 0 96,579
ELEVANCE HEALTH INC COM 036752103   1,234,792,145 2,407,143 SH   SOLE   2,191,620 0 215,523
ENVISTA HOLDINGS CORPORATION COM 29415F104   204,002,894 6,058,892 SH   SOLE   5,419,567 0 639,325
EOG RES INC COM 26875P101   121,472,793 937,869 SH   SOLE   937,869 0 0
ESTABLISHMENT LABS HLDGS INC COM G31249108   18,743,863 285,512 SH   SOLE   237,509 0 48,003
ETSY INC COM 29786A106   159,970,263 1,335,534 SH   SOLE   1,230,544 0 104,990
EVENTBRITE INC COM CL A 29975E109   18,186,135 3,103,436 SH   SOLE   2,553,498 0 549,938
EXACT SCIENCES CORP COM 30063P105   107,490,814 2,171,093 SH   SOLE   1,991,082 0 180,011
EXPEDIA GROUP INC COM NEW 30212P303   436,698,614 4,985,144 SH   SOLE   4,428,575 0 556,569
EXPEDITORS INTL WASH INC COM 302130109   54,849,184 527,802 SH   SOLE   409,508 0 118,294
FABRINET SHS G3323L100   110,582,441 862,443 SH   SOLE   715,831 0 146,612
FEDEX CORP COM 31428X106   96,162,718 555,212 SH   SOLE   555,212 0 0
FIRST CTZNS BANCSHARES INC N CL A 31946M103   66,709,896 87,966 SH   SOLE   68,236 0 19,730
FIRST REP BK SAN FRANCISCO C COM 33616C100   174,424,712 1,431,001 SH   SOLE   1,295,035 0 135,966
FISERV INC COM 337738108   68,847,974 681,191 SH   SOLE   681,191 0 0
FIVE BELOW INC COM 33829M101   181,355,777 1,025,362 SH   SOLE   913,987 0 111,375
FLOOR & DECOR HLDGS INC CL A 339750101   50,248,489 721,650 SH   SOLE   592,390 0 129,260
FORTIVE CORP COM 34959J108   169,070,341 2,631,445 SH   SOLE   2,493,977 0 137,468
FRESHPET INC COM 358039105   18,186,336 344,634 SH   SOLE   283,929 0 60,705
FRESHWORKS INC CLASS A COM 358054104   20,435,912 1,389,253 SH   SOLE   1,143,092 0 246,161
GALLAGHER ARTHUR J & CO COM 363576109   53,068,731 281,472 SH   SOLE   267,226 0 14,246
GARMIN LTD SHS H2906T109   621,493,135 6,734,133 SH   SOLE   6,547,931 0 186,202
GCM GROSVENOR INC COM CL A 36831E108   137,033 18,007 SH   SOLE   18,007 0 0
GENMAB A/S SPONSORED ADS 372303206   20,420,930 481,853 SH   SOLE   417,351 0 64,502
GENTEX CORP COM 371901109   56,768,259 2,081,711 SH   SOLE   1,612,928 0 468,783
GITLAB INC CLASS A COM 37637K108   15,111,617 332,562 SH   SOLE   279,547 0 53,015
GLAUKOS CORP COM 377322102   83,191,574 1,904,569 SH   SOLE   1,580,810 0 323,759
GLOBAL E ONLINE LTD SHS M5216V106   81,359,536 3,941,838 SH   SOLE   3,644,014 0 297,824
GLOBAL PMTS INC COM 37940X102   393,180,567 3,958,725 SH   SOLE   3,635,676 0 323,049
GLOBANT S A COM L44385109   8,555,476 50,877 SH   SOLE   31,355 0 19,522
GLOBE LIFE INC COM 37959E102   98,944,426 820,775 SH   SOLE   635,944 0 184,831
GOLDMAN SACHS GROUP INC COM 38141G104   76,958,326 224,120 SH   SOLE   224,120 0 0
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109   38,594,366 11,985,828 SH   SOLE   11,985,828 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100   88,102,059 1,408,281 SH   SOLE   1,070,107 0 338,174
HALOZYME THERAPEUTICS INC COM 40637H109   406,320,226 7,140,953 SH   SOLE   6,609,540 0 531,413
HARLEY DAVIDSON INC COM 412822108   15,392,125 370,003 SH   SOLE   370,003 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   108,152,242 1,580,942 SH   SOLE   1,580,942 0 0
HUBSPOT INC COM 443573100   482,621,000 1,669,218 SH   SOLE   1,515,690 0 153,528
IAC INC COM NEW 44891N208   48,896,921 1,101,282 SH   SOLE   854,819 0 246,463
ICICI BANK LIMITED ADR 45104G104   9,652,702 440,964 SH   SOLE   82,850 0 358,114
ICON PLC SHS G4705A100   59,040,345 303,940 SH   SOLE   241,885 0 62,055
IMPERIAL OIL LTD COM NEW 453038408   218,066,841 4,477,066 SH   SOLE   4,087,409 0 389,657
INFOSYS LTD SPONSORED ADR 456788108   730,197 40,544 SH   SOLE   40,544 0 0
INGERSOLL RAND INC COM 45687V106   815,705,368 15,611,586 SH   SOLE   13,635,120 0 1,976,466
INSPIRE MED SYS INC COM 457730109   28,557,903 113,379 SH   SOLE   93,847 0 19,532
INTERCONTINENTAL EXCHANGE IN COM 45866F104   9,948,255 96,971 SH   SOLE   96,971 0 0
INTUIT COM 461202103   120,492,392 309,574 SH   SOLE   266,827 0 42,747
INTUITIVE SURGICAL INC COM NEW 46120E602   57,802,252 217,834 SH   SOLE   206,623 0 11,211
IOVANCE BIOTHERAPEUTICS INC COM 462260100   17,481,328 2,735,732 SH   SOLE   2,250,724 0 485,008
IRHYTHM TECHNOLOGIES INC COM 450056106   130,739,528 1,395,746 SH   SOLE   1,178,900 0 216,846
ISHARES TR INDIA 50 ETF 464289529   858,512 20,291 SH   SOLE   20,291 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104   8,164,628 89,397 SH   SOLE   74,481 0 14,916
JONES LANG LASALLE INC COM 48020Q107   37,635,066 236,149 SH   SOLE   182,970 0 53,179
KANZHUN LIMITED SPONSORED ADS 48553T106   39,677,786 1,947,854 SH   SOLE   1,947,854 0 0
KE HLDGS INC SPONSORED ADS 482497104   93,667,189 6,709,684 SH   SOLE   6,709,684 0 0
KINGSOFT CLOUD HLDGS LTD ADS 49639K101   2,690,472 702,473 SH   SOLE   430,608 0 271,865
KORNIT DIGITAL LTD SHS M6372Q113   100,998,056 4,396,955 SH   SOLE   3,645,384 0 751,571
KROGER CO COM 501044101   58,167,761 1,304,795 SH   SOLE   1,010,966 0 293,829
LAM RESEARCH CORP COM 512807108   407,068,536 968,519 SH   SOLE   874,998 0 93,521
LAMAR ADVERTISING CO NEW CL A 512816109   76,972,438 815,386 SH   SOLE   632,564 0 182,822
LANTHEUS HLDGS INC COM 516544103   21,751,868 426,842 SH   SOLE   354,319 0 72,523
LATTICE SEMICONDUCTOR CORP COM 518415104   638,435,939 9,840,258 SH   SOLE   8,810,049 0 1,030,209
LAUDER ESTEE COS INC CL A 518439104   140,503,949 566,297 SH   SOLE   535,251 0 31,046
LAUDER ESTEE COS INC CL A 518439104   139,685,930 563,000 SH Call SOLE   0 0 0
LEGEND BIOTECH CORP SPONSORED ADS 52490G102   53,190,908 1,065,523 SH   SOLE   884,385 0 181,138
LESLIES INC COM 527064109   25,849,828 2,117,103 SH   SOLE   1,747,646 0 369,457
LIBERTY BROADBAND CORP COM SER C 530307305   13,922,860 182,547 SH   SOLE   141,432 0 41,115
LIBERTY GLOBAL PLC SHS CL A G5480U104   241,543,544 12,759,828 SH   SOLE   12,421,494 0 338,334
LIBERTY GLOBAL PLC SHS CL C G5480U120   162,075,287 8,341,497 SH   SOLE   8,097,860 0 243,637
LIBERTY MEDIA CORP DEL COM A SIRIUSXM 531229409   26,616,447 677,091 SH   SOLE   524,616 0 152,475
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607   26,336,016 673,039 SH   SOLE   521,476 0 151,563
LIGHTSPEED COMMERCE INC SUB VTG SHS 53229C107   46,521,273 3,255,287 SH   SOLE   2,685,787 0 569,500
LILLY ELI & CO COM 532457108   61,012,966 166,775 SH   SOLE   158,098 0 8,677
LINDE PLC SHS G5494J103   24,039,466 73,700 SH   SOLE   69,873 0 3,827
LIVE OAK BANCSHARES INC COM 53803X105   23,035,171 762,754 SH   SOLE   626,541 0 136,213
LOMA NEGRA C I A S A MTN 14 SPONSORED ADS 54150E104   4,825,366 704,433 SH   SOLE   433,493 0 270,940
LOWES COS INC COM 548661107   238,817,432 1,198,642 SH   SOLE   1,024,285 0 174,357
LPL FINL HLDGS INC COM 50212V100   115,316,535 533,453 SH   SOLE   505,374 0 28,079
LULULEMON ATHLETICA INC COM 550021109   618,471,804 1,930,432 SH   SOLE   1,699,936 0 230,496
LUXFER HLDGS PLC SHS G5698W116   1,115,299 81,290 SH   SOLE   81,290 0 0
M & T BK CORP COM 55261F104   46,670,734 321,734 SH   SOLE   249,282 0 72,452
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100   34,463,097 547,207 SH   SOLE   397,653 0 149,554
MADRIGAL PHARMACEUTICALS INC COM 558868105   61,617,173 212,290 SH   SOLE   177,399 0 34,891
MARKETAXESS HLDGS INC COM 57060D108   16,400,126 58,805 SH   SOLE   49,434 0 9,371
MARRIOTT INTL INC NEW CL A 571903202   145,397,041 976,540 SH   SOLE   874,038 0 102,502
MARSH & MCLENNAN COS INC COM 571748102   612,701,449 3,702,571 SH   SOLE   3,347,092 0 355,479
MARVELL TECHNOLOGY INC COM 573874104   51,193,095 1,382,103 SH   SOLE   1,309,290 0 72,813
MASTERCARD INCORPORATED CL A 57636Q104   40,038,328 115,142 SH   SOLE   115,142 0 0
MATCH GROUP INC NEW COM 57667L107   61,383,667 1,479,481 SH   SOLE   1,401,533 0 77,948
MAXCYTE INC COM 57777K106   6,790,203 1,243,627 SH   SOLE   1,039,505 0 204,122
MCKESSON CORP COM 58155Q103   191,264,310 509,875 SH   SOLE   483,204 0 26,671
MEDTRONIC PLC SHS G5960L103   88,081,242 1,133,315 SH   SOLE   1,133,315 0 0
MERCADOLIBRE INC COM 58733R102   229,468,977 271,163 SH   SOLE   261,648 0 9,515
MERCK & CO INC COM 58933Y105   85,978,816 774,933 SH   SOLE   774,933 0 0
MERUS N V COM N5749R100   2,161,685 139,734 SH   SOLE   117,449 0 22,285
META PLATFORMS INC CL A 30303M102   712,981,768 5,924,728 SH   SOLE   5,447,700 0 477,028
MICROSOFT CORP COM 594918104   74,136,276 309,133 SH   SOLE   292,973 0 16,160
MODEL N INC COM 607525102   105,092,298 2,591,033 SH   SOLE   2,148,967 0 442,066
MOELIS & CO CL A 60786M105   48,962,039 1,276,050 SH   SOLE   989,530 0 286,520
MONDAY COM LTD SHS M7S64H106   34,388,872 281,876 SH   SOLE   232,859 0 49,017
MONOLITHIC PWR SYS INC COM 609839105   305,404,117 863,675 SH   SOLE   762,264 0 101,411
MOODYS CORP COM 615369105   17,764,254 63,758 SH   SOLE   60,475 0 3,283
MORGAN STANLEY COM NEW 617446448   85,252,275 1,002,732 SH   SOLE   1,002,732 0 0
MORNINGSTAR INC COM 617700109   73,377,227 338,784 SH   SOLE   243,134 0 95,650
MOTOROLA SOLUTIONS INC COM NEW 620076307   155,562,003 603,632 SH   SOLE   572,702 0 30,930
MSCI INC COM 55354G100   253,952,584 545,935 SH   SOLE   517,354 0 28,581
MYRIAD GENETICS INC COM 62855J104   32,188,360 2,218,357 SH   SOLE   1,833,476 0 384,881
NASDAQ INC COM 631103108   365,842,443 5,963,202 SH   SOLE   5,340,176 0 623,026
NATERA INC COM 632307104   2,410,682 60,012 SH   SOLE   60,012 0 0
NETAPP INC COM 64110D104   39,265,486 653,771 SH   SOLE   507,239 0 146,532
NETFLIX INC COM 64110L106   372,411,619 1,262,926 SH   SOLE   1,171,190 0 91,736
NEWS CORP NEW CL A 65249B109   61,269,608 3,366,462 SH   SOLE   2,608,364 0 758,098
NEXTERA ENERGY INC COM 65339F101   1,207,356,801 14,442,067 SH   SOLE   12,627,668 0 1,814,399
NICE LTD SPONSORED ADR 653656108   270,649,174 1,407,432 SH   SOLE   1,159,688 0 247,744
NIKE INC CL B 654106103   48,199,461 411,926 SH   SOLE   382,533 0 29,393
NIKE INC CL B 654106103   32,201,152 275,200 SH Call SOLE   0 0 0
NIO INC SPON ADS 62914V106   4,110,600 421,600 SH   SOLE   256,664 0 164,936
NOAH HLDGS LTD SPON ADS CL A 65487X102   4,531,348 292,345 SH   SOLE   170,717 0 121,628
NOKIA CORP SPONSORED ADR 654902204   381,533,364 82,227,018 SH   SOLE   79,953,533 0 2,273,485
NORFOLK SOUTHN CORP COM 655844108   8,486,212 34,438 SH   SOLE   34,438 0 0
NORTHERN TR CORP COM 665859104   51,768,597 585,022 SH   SOLE   453,752 0 131,270
NORTHROP GRUMMAN CORP COM 666807102   69,103,689 126,654 SH   SOLE   126,654 0 0
NOV INC COM 62955J103   87,542,762 4,190,654 SH   SOLE   3,252,705 0 937,949
NOVANTA INC COM 67000B104   107,876,024 793,965 SH   SOLE   643,206 0 150,759
NOVO-NORDISK A S ADR 670100205   66,991,541 494,987 SH   SOLE   394,653 0 100,334
NU HLDGS LTD ORD SHS CL A G6683N103   284,285,345 69,848,979 SH   SOLE   63,866,832 0 5,982,147
NVENT ELECTRIC PLC SHS G6700G107   69,325,133 1,802,057 SH   SOLE   1,399,748 0 402,309
NVIDIA CORPORATION COM 67066G104   315,645,009 2,159,881 SH   SOLE   2,121,586 0 38,295
NXP SEMICONDUCTORS N V COM N6596X109   77,755,659 492,031 SH   SOLE   479,393 0 12,638
OGE ENERGY CORP COM 670837103   79,869,089 2,019,446 SH   SOLE   1,565,974 0 453,472
OLO INC CL A 68134L109   13,609,963 2,177,594 SH   SOLE   1,802,575 0 375,019
OMNICOM GROUP INC COM 681919106   63,582,591 779,485 SH   SOLE   604,460 0 175,025
ON SEMICONDUCTOR CORP COM 682189105   690,683,322 11,073,967 SH   SOLE   9,640,390 0 1,433,577
OPTION CARE HEALTH INC COM NEW 68404L201   33,783,788 1,122,758 SH   SOLE   922,315 0 200,443
ORACLE CORP COM 68389X105   77,155,939 943,919 SH   SOLE   894,502 0 49,417
OTIS WORLDWIDE CORP COM 68902V107   51,271,593 654,726 SH   SOLE   507,995 0 146,731
OZON HLDGS PLC SPONSORED ADS 69269L104   0 298,287 SH   SOLE   192,748 0 105,539
PACIFIC BIOSCIENCES CALIF IN COM 69404D108   5,304,231 648,439 SH   SOLE   538,771 0 109,668
PAPA JOHNS INTL INC COM 698813102   72,174,758 876,865 SH   SOLE   691,953 0 184,912
PAYCOR HCM INC COM 70435P102   33,811,104 1,381,737 SH   SOLE   1,135,583 0 246,154
PENUMBRA INC COM 70975L107   28,106,486 126,344 SH   SOLE   104,688 0 21,656
PHILIP MORRIS INTL INC COM 718172109   102,808,106 1,015,790 SH   SOLE   1,015,790 0 0
PINDUODUO INC SPONSORED ADS 722304102   12,874,299 157,870 SH   SOLE   157,870 0 0
PROCORE TECHNOLOGIES INC COM 74275K108   10,111,382 214,315 SH   SOLE   177,866 0 36,449
PROGRESSIVE CORP COM 743315103   1,158,299,145 8,929,914 SH   SOLE   7,844,193 0 1,085,721
PUBLIC STORAGE COM 74460D109   32,664,270 116,579 SH   SOLE   90,499 0 26,080
QUANTA SVCS INC COM 74762E102   94,557,443 663,561 SH   SOLE   629,416 0 34,145
RADWARE LTD ORD M81873107   57,787,651 2,925,957 SH   SOLE   2,411,752 0 514,205
RAYTHEON TECHNOLOGIES CORP COM 75513E101   68,508,735 678,842 SH   SOLE   678,842 0 0
RELAY THERAPEUTICS INC COM 75943R102   4,414,083 295,454 SH   SOLE   246,544 0 48,910
REPLIGEN CORP COM 759916109   197,727,498 1,167,843 SH   SOLE   1,069,692 0 98,151
RYAN SPECIALTY HOLDINGS INC CL A 78351F107   119,527,630 2,879,490 SH   SOLE   2,729,171 0 150,319
S&P GLOBAL INC COM 78409V104   283,404,792 846,136 SH   SOLE   764,765 0 81,371
SAIA INC COM 78709Y105   57,655,081 274,967 SH   SOLE   245,942 0 29,025
SBA COMMUNICATIONS CORP NEW CL A 78410G104   76,653,573 273,460 SH   SOLE   259,757 0 13,703
SCHLUMBERGER LTD COM STK 806857108   798,037,996 14,927,759 SH   SOLE   12,442,780 0 2,484,979
SCHWAB CHARLES CORP COM 808513105   624,501,371 7,500,617 SH   SOLE   6,411,013 0 1,089,604
SEA LTD SPONSORD ADS 81141R100   204,794,398 3,936,083 SH   SOLE   3,914,843 0 21,240
SEAGEN INC COM 81181C104   15,447,159 120,202 SH   SOLE   99,933 0 20,269
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102   660,547,145 16,358,275 SH   SOLE   15,529,846 0 828,429
SHELL PLC SPON ADS 780259305   1,968,705 34,569 SH   SOLE   11,108 0 23,461
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107   44,921,110 1,820,880 SH   SOLE   1,509,925 0 310,955
SHOCKWAVE MED INC COM 82489T104   137,313,349 667,834 SH   SOLE   560,900 0 106,934
SHOPIFY INC CL A 82509L107   73,025,119 2,103,864 SH   SOLE   1,998,204 0 105,660
SNAP INC CL A 83304A106   86,975,885 9,717,976 SH   SOLE   9,717,976 0 0
SNOWFLAKE INC CL A 833445109   82,465,165 574,510 SH   SOLE   574,510 0 0
SOUTHWEST AIRLS CO COM 844741108   370,720,370 11,010,406 SH   SOLE   9,951,932 0 1,058,474
SPROUT SOCIAL INC COM CL A 85209W109   23,892,517 423,176 SH   SOLE   349,699 0 73,477
STAAR SURGICAL CO COM PAR $0.01 852312305   11,474,225 236,387 SH   SOLE   195,218 0 41,169
STARBUCKS CORP COM 855244109   133,055,869 1,341,289 SH   SOLE   1,271,139 0 70,150
STORE CAP CORP COM 862121100   241,861 7,544 SH   SOLE   7,544 0 0
STRYKER CORPORATION COM 863667101   6,850,854 28,021 SH   SOLE   28,021 0 0
SUNCOR ENERGY INC NEW COM 867224107   449,948,958 14,184,654 SH   SOLE   13,788,773 0 395,881
SVB FINANCIAL GROUP COM 78486Q101   373,771,064 1,624,103 SH   SOLE   1,405,488 0 218,615
SYNCHRONY FINANCIAL COM 87165B103   133,516,916 4,063,205 SH   SOLE   3,627,967 0 435,238
SYNOPSYS INC COM 871607107   265,423,542 831,293 SH   SOLE   787,746 0 43,547
SYSCO CORP COM 871829107   46,582,055 609,314 SH   SOLE   472,511 0 136,803
T-MOBILE US INC COM 872590104   238,535,360 1,703,824 SH   SOLE   1,620,982 0 82,842
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   2,582,270 34,666 SH   SOLE   34,666 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   91,340,441 877,177 SH   SOLE   786,414 0 90,763
TECHNIPFMC PLC COM G87110105   3,093,273 253,755 SH   SOLE   253,755 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105   236,186,446 590,599 SH   SOLE   525,439 0 65,160
TELEFONICA BRASIL SA NEW ADR 87936R205   344,213,791 48,141,789 SH   SOLE   45,080,745 0 3,061,044
TESLA INC COM 88160R101   63,098,955 512,250 SH   SOLE   438,217 0 74,033
THERMO FISHER SCIENTIFIC INC COM 883556102   19,953,151 36,233 SH   SOLE   34,402 0 1,831
TJX COS INC NEW COM 872540109   7,774,214 97,666 SH   SOLE   97,666 0 0
TRADEWEB MKTS INC CL A 892672106   149,189,531 2,297,698 SH   SOLE   2,032,831 0 264,867
TRANE TECHNOLOGIES PLC SHS G8994E103   5,528,480 32,890 SH   SOLE   32,890 0 0
TRANSDIGM GROUP INC COM 893641100   147,280,172 233,908 SH   SOLE   221,713 0 12,195
TREX CO INC COM 89531P105   81,110,672 1,916,151 SH   SOLE   1,767,436 0 148,715
TRIP COM GROUP LTD ADS 89677Q107   8,858,310 257,509 SH   SOLE   257,509 0 0
TYLER TECHNOLOGIES INC COM 902252105   241,957,098 750,464 SH   SOLE   682,372 0 68,092
TYSON FOODS INC CL A 902494103   56,207,828 902,937 SH   SOLE   700,254 0 202,683
U HAUL HOLDING COMPANY COM 023586100   10,935,680 181,686 SH   SOLE   141,689 0 39,997
U HAUL HOLDING COMPANY COM SER N 023586506   87,887,014 1,598,527 SH   SOLE   1,238,554 0 359,973
UNITEDHEALTH GROUP INC COM 91324P102   218,812,709 412,714 SH   SOLE   391,225 0 21,489
UNITY SOFTWARE INC COM 91332U101   102,464,158 3,583,916 SH   SOLE   3,583,916 0 0
VAIL RESORTS INC COM 91879Q109   59,515,042 249,696 SH   SOLE   193,624 0 56,072
VALMONT INDS INC COM 920253101   211,077,573 638,333 SH   SOLE   496,368 0 141,965
VAREX IMAGING CORP COM 92214X106   17,795,630 876,632 SH   SOLE   723,395 0 153,237
VEEVA SYS INC CL A COM 922475108   1,604,477,239 9,942,231 SH   SOLE   8,685,900 0 1,256,331
VERACYTE INC COM 92337F107   89,249,266 3,761,031 SH   SOLE   3,087,756 0 673,275
VERASTEM INC COM 92337C104   772,920 1,920,298 SH   SOLE   1,613,564 0 306,734
VERISK ANALYTICS INC COM 92345Y106   58,185,080 329,810 SH   SOLE   312,573 0 17,237
VERTEX PHARMACEUTICALS INC COM 92532F100   54,426,367 188,470 SH   SOLE   188,470 0 0
VIEWRAY INC COM 92672L107   74,720,200 16,678,616 SH   SOLE   13,864,739 0 2,813,877
VISA INC COM CL A 92826C839   509,527,660 2,452,482 SH   SOLE   2,391,204 0 61,278
VONTIER CORPORATION COM 928881101   61,799,982 3,197,102 SH   SOLE   2,481,603 0 715,499
WARNER BROS DISCOVERY INC COM SER A 934423104   84,021,515 8,863,029 SH   SOLE   7,856,743 0 1,006,286
WASHINGTON FED INC COM 938824109   42,195,500 1,257,690 SH   SOLE   976,105 0 281,585
WEST PHARMACEUTICAL SVSC INC COM 955306105   249,660,221 1,060,804 SH   SOLE   1,005,115 0 55,689
WILLIS TOWERS WATSON PLC LTD SHS G96629103   1,581,496,348 6,466,172 SH   SOLE   6,114,504 0 351,668
WINGSTOP INC COM 974155103   95,480,343 693,797 SH   SOLE   572,389 0 121,408
WNS HLDGS LTD SPON ADR 92932M101   100,335,776 1,254,354 SH   SOLE   1,041,263 0 213,091
WOLFSPEED INC COM 977852102   129,375,506 1,873,921 SH   SOLE   1,548,358 0 325,563
WORKIVA INC COM CL A 98139A105   105,323,403 1,254,298 SH   SOLE   935,133 0 319,165
XP INC CL A G98239109   7,615,650 496,457 SH   SOLE   241,600 0 254,857
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   148,959,861 4,947,189 SH   SOLE   4,688,590 0 258,599
ZSCALER INC COM 98980G102   534,237,120 4,774,237 SH   SOLE   4,207,409 0 566,828