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
ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 704,947 4,110 SH   SOLE   0 4,110 0
ADDUS HOMECARE CORP COM 006739106 BBG001T56D18 453,990 3,910 SH   SOLE   0 3,910 0
ADOBE INC COM 00724F101 BBG001S5NCQ5 25,162,629 45,294 SH   SOLE   0 41,214 4,080
ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 479,006 2,953 SH   SOLE   0 2,953 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 36,927,087 202,729 SH   SOLE   0 185,459 17,270
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 2,145,464 11,697 SH   SOLE   0 11,697 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 3,639,477 18,833 SH   SOLE   0 18,833 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 BBG001S7Q949 332,993 16,683 SH   SOLE   0 16,683 0
AMERICAN EXPRESS CO COM 025816109 BBG001S5P034 27,450,947 118,553 SH   SOLE   0 107,933 10,620
AMERICAN TOWER CORP NEW COM 03027X100 BBG001S5NPQ6 360,964 1,857 SH   SOLE   0 1,857 0
AMERIPRISE FINL INC COM 03076C106 BBG001SK6096 28,863,947 67,567 SH   SOLE   0 61,687 5,880
APPLE INC COM 037833100 BBG001S5N8V8 49,783,407 236,366 SH   SOLE   0 218,066 18,300
APPLIED INDL TECHNOLOGIES IN COM 03820C105 BBG001S5NK14 579,672 2,988 SH   SOLE   0 2,988 0
APPLIED MATLS INC COM 038222105 BBG001S5NMM7 782,543 3,316 SH   SOLE   0 3,316 0
APPLOVIN CORP COM CL A 03831W108 BBG006HFPX86 31,856,949 382,804 SH   SOLE   0 350,184 32,620
ARCH CAP GROUP LTD ORD G0450A105 BBG001S9HZ74 35,677,731 353,630 SH   SOLE   0 322,949 30,681
ARISTA NETWORKS INC COM 040413106 BBG001T51KQ0 1,819,692 5,192 SH   SOLE   0 5,192 0
ARLO TECHNOLOGIES INC COM 04206A101 BBG00K88DTJ1 479,416 36,765 SH   SOLE   0 36,765 0
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 BBG001V107T3 379,147 9,187 SH   SOLE   0 9,187 0
AUTOMATIC DATA PROCESSING IN COM 053015103 BBG001S82KF6 366,389 1,535 SH   SOLE   0 1,535 0
AUTOZONE INC COM 053332102 BBG001S6Q5D9 31,843,326 10,743 SH   SOLE   0 9,773 970
AVEPOINT INC COM CL A 053604104 BBG00Q73LFK9 444,830 42,690 SH   SOLE   0 42,690 0
BLUE OWL CAPITAL INC COM CL A 09581B103 BBG00XV417S7 443,928 25,010 SH   SOLE   0 25,010 0
BOISE CASCADE CO DEL COM 09739D100 BBG001SZX397 517,296 4,339 SH   SOLE   0 4,339 0
BOOKING HOLDINGS INC COM 09857L108 BBG001S89N72 31,161,159 7,866 SH   SOLE   0 7,196 670
BOX INC CL A 10316T104 BBG001T5R852 343,323 12,985 SH   SOLE   0 12,985 0
BP PLC SPONSORED ADR 055622104 BBG001S5W4F5 632,075 17,509 SH   SOLE   0 17,509 0
BRINKER INTL INC COM 109641100 BBG001S5RFV8 674,023 9,311 SH   SOLE   0 9,311 0
BROADCOM INC COM 11135F101 BBG00KHY5SY8 1,409,655 878 SH   SOLE   0 878 0
CABOT CORP COM 127055101 BBG001S5PK58 432,710 4,709 SH   SOLE   0 4,709 0
CADENCE DESIGN SYSTEM INC COM 127387108 BBG001S65YK1 29,140,540 94,689 SH   SOLE   0 94,689 0
CARDINAL HEALTH INC COM 14149Y108 BBG001S7PC34 422,776 4,300 SH   SOLE   0 4,300 0
CBOE GLOBAL MKTS INC COM 12503M108 BBG001T71BP7 18,668,166 109,774 SH   SOLE   0 99,754 10,020
CENCORA INC COM 03073E105 BBG001S8X7P0 529,455 2,350 SH   SOLE   0 2,350 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 BBG001SB85K0 5,546,970 33,618 SH   SOLE   0 33,618 0
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 220,239 1,408 SH   SOLE   0 1,408 0
CLEAR SECURE INC COM CL A 18467V109 BBG011C0FSZ6 411,377 21,987 SH   SOLE   0 21,987 0
CLOROX CO DEL COM 189054109 BBG001S5PX50 492,657 3,610 SH   SOLE   0 3,610 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104 BBG00B6BFX96 5,716,724 78,451 SH   SOLE   0 78,451 0
COLLEGIUM PHARMACEUTICAL INC COM 19459J104 BBG001T535S9 484,610 15,050 SH   SOLE   0 15,050 0
COMFORT SYS USA INC COM 199908104 BBG001SB1GG8 708,295 2,329 SH   SOLE   0 2,329 0
CORCEPT THERAPEUTICS INC COM 218352102 BBG001S8QGV1 395,566 12,175 SH   SOLE   0 12,175 0
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 39,970,780 47,025 SH   SOLE   0 42,935 4,090
CROWDSTRIKE HLDGS INC CL A 22788C105 BBG00BLYKRZ7 1,156,467 3,018 SH   SOLE   0 3,018 0
DAVITA INC COM 23918K108 BBG001SB5DZ0 812,020 5,860 SH   SOLE   0 5,860 0
DECKERS OUTDOOR CORP COM 243537107 BBG001S7GXB9 609,809 630 SH   SOLE   0 630 0
DELTA AIR LINES INC DEL COM NEW 247361702 BBG001SPT759 16,790,392 353,929 SH   SOLE   0 353,929 0
DICKS SPORTING GOODS INC COM 253393102 BBG001SK2651 571,501 2,660 SH   SOLE   0 2,660 0
DOCUSIGN INC COM 256163106 BBG001T535D5 782,705 14,630 SH   SOLE   0 14,630 0
DOMINOS PIZZA INC COM 25754A201 BBG001SL3ZH1 21,436,989 41,518 SH   SOLE   0 37,868 3,650
DONALDSON INC COM 257651109 BBG001S5QDV4 317,726 4,440 SH   SOLE   0 4,440 0
DOXIMITY INC CL A 26622P107 BBG0026ZJQY6 200,265 7,160 SH   SOLE   0 7,160 0
E L F BEAUTY INC COM 26856L103 BBG00DQ6VYQ2 585,380 2,778 SH   SOLE   0 2,778 0
EBAY INC. COM 278642103 BBG001S9B9J5 19,740,757 367,475 SH   SOLE   0 367,475 0
ELECTRONIC ARTS INC COM 285512109 BBG001S5T5C9 20,775,496 149,110 SH   SOLE   0 149,110 0
ELI LILLY & CO COM 532457108 BBG001S5STL8 1,351,732 1,493 SH   SOLE   0 1,493 0
ENCOMPASS HEALTH CORP COM 29261A100 BBG001S5Q5B3 952,269 11,100 SH   SOLE   0 11,100 0
ENERSYS COM 29275Y102 BBG001SLVXW8 383,956 3,709 SH   SOLE   0 3,709 0
EPLUS INC COM 294268107 BBG001S99YL0 391,757 5,317 SH   SOLE   0 5,317 0
EVERTEC INC COM 30040P103 BBG001SX2XR0 295,859 8,898 SH   SOLE   0 8,898 0
EXLSERVICE HOLDINGS INC COM 302081104 BBG001SKWX40 12,722,093 405,679 SH   SOLE   0 405,679 0
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 16,611,240 144,295 SH   SOLE   0 131,345 12,950
FIRST CTZNS BANCSHARES INC N CL A 31946M103 BBG001S5R2V7 340,089 202 SH   SOLE   0 202 0
GODADDY INC CL A 380237107 BBG006MDLXZ9 206,771 1,480 SH   SOLE   0 1,480 0
GREIF INC CL A 397624107 BBG001S8S678 300,338 5,226 SH   SOLE   0 5,226 0
HUBBELL INC COM 443510607 BBG001S5S1L9 23,687,490 64,812 SH   SOLE   0 64,812 0
INSTALLED BLDG PRODS INC COM 45780R101 BBG005TJKF09 478,000 2,324 SH   SOLE   0 2,324 0
ISHARES INC MSCI STH KOR ETF 464286772 BBG001SF9FC7 786,471 11,900 SH   SOLE   0 11,900 0
ISHARES INC MSCI TAIWAN ETF 46434G772 BBG001SFGL81 389,084 7,180 SH   SOLE   0 7,180 0
ISHARES TR MSCI INDONIA ETF 46429B309 BBG001S56QM7 283,963 14,736 SH   SOLE   0 14,736 0
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 16,386,144 112,111 SH   SOLE   0 112,111 0
JPMORGAN CHASE & CO. COM 46625H100 BBG001S8CRC3 21,598,536 106,786 SH   SOLE   0 97,146 9,640
KIMBERLY-CLARK CORP COM 494368103 BBG001S5SLZ0 1,261,904 9,131 SH   SOLE   0 9,131 0
KINROSS GOLD CORP COM 496902404 BBG001S5R0C2 7,358,682 884,457 SH   SOLE   0 884,457 0
KLA CORP COM NEW 482480100 BBG001S5SLM4 45,098,223 54,697 SH   SOLE   0 54,697 0
LANTHEUS HLDGS INC COM 516544103 BBG006Q52RF8 389,487 4,851 SH   SOLE   0 4,851 0
MANHATTAN ASSOCIATES INC COM 562750109 BBG001S71S35 22,043,571 89,361 SH   SOLE   0 89,361 0
MARATHON PETE CORP COM 56585A102 BBG001S169P1 12,374,849 71,333 SH   SOLE   0 64,913 6,420
MCKESSON CORP COM 58155Q103 BBG001S8F8P8 28,589,926 48,952 SH   SOLE   0 44,791 4,161
MEDPACE HLDGS INC COM 58506Q109 BBG0065B7K40 30,983,064 75,229 SH   SOLE   0 68,659 6,570
MERCK & CO INC COM 58933Y105 BBG001S5TC52 17,681,240 142,821 SH   SOLE   0 130,001 12,820
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 33,220,030 65,884 SH   SOLE   0 60,454 5,430
MICROSOFT CORP COM 594918104 BBG001S5TD05 60,136,676 134,549 SH   SOLE   0 134,549 0
MSA SAFETY INC COM 553498106 BBG001S5TCN2 840,851 4,480 SH   SOLE   0 4,480 0
MUELLER WTR PRODS INC COM SER A 624758108 BBG001SNQZ91 400,387 22,343 SH   SOLE   0 22,343 0
NETFLIX INC COM 64110L106 BBG001SF6L46 22,468,105 33,292 SH   SOLE   0 30,382 2,910
NEXTRACKER INC CLASS A COM 65290E101 BBG00835TQ17 17,954,665 382,992 SH   SOLE   0 349,092 33,900
NUTANIX INC CL A 67059N108 BBG001V13SG8 1,274,520 22,419 SH   SOLE   0 22,419 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 6,241,241 50,520 SH   SOLE   0 50,520 0
NVR INC COM 62944T105 BBG001S5TSM8 440,136 58 SH   SOLE   0 58 0
OKTA INC CL A 679295105 BBG001YV1SN3 20,728,905 221,439 SH   SOLE   0 221,439 0
PACIRA BIOSCIENCES INC COM 695127100 BBG001S77N12 207,451 7,251 SH   SOLE   0 7,251 0
PARKER-HANNIFIN CORP COM 701094104 BBG001S5V554 34,629,270 68,463 SH   SOLE   0 68,463 0
PATRICK INDS INC COM 703343103 BBG001S5V0V6 484,459 4,463 SH   SOLE   0 4,463 0
PBF ENERGY INC CL A 69318G106 BBG002832HM6 451,686 9,815 SH   SOLE   0 9,815 0
PERFORMANCE FOOD GROUP CO COM 71377A103 BBG009XW2WC7 15,965,697 241,502 SH   SOLE   0 219,872 21,630
PETIQ INC COM CL A 71639T106 BBG00H1CY3S0 394,345 17,876 SH   SOLE   0 17,876 0
PINTEREST INC CL A 72352L106 BBG002583CW7 26,388,279 598,781 SH   SOLE   0 545,071 53,710
PLEXUS CORP COM 729132100 BBG001S5V812 341,732 3,312 SH   SOLE   0 3,312 0
PROGRESSIVE CORP COM 743315103 BBG001S5V509 1,314,389 6,328 SH   SOLE   0 6,328 0
QUALCOMM INC COM 747525103 BBG001S6VS70 812,654 4,080 SH   SOLE   0 4,080 0
QUALYS INC COM 74758T303 BBG001SYH860 358,069 2,511 SH   SOLE   0 2,511 0
RENAISSANCERE HLDGS LTD COM G7496G103 BBG001S6T1Z1 268,212 1,200 SH   SOLE   0 1,200 0
RESMED INC COM 761152107 BBG001SBGRC2 377,097 1,970 SH   SOLE   0 1,970 0
ROYAL CARIBBEAN GROUP COM V7780T103 BBG001S5RMJ7 908,751 5,700 SH   SOLE   0 5,700 0
SALESFORCE INC COM 79466L302 BBG001SDLP09 392,849 1,528 SH   SOLE   0 1,528 0
SMART GLOBAL HLDGS INC SHS G8232Y101 BBG00GLTQDM6 321,232 14,046 SH   SOLE   0 14,046 0
SMARTSHEET INC COM CL A 83200N103 BBG00GQK3WC4 662,082 15,020 SH   SOLE   0 15,020 0
SMITH A O CORP COM 831865209 BBG001S5NRY3 1,248,781 15,270 SH   SOLE   0 15,270 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 BBG003T4VFD1 1,070,024 3,410 SH   SOLE   0 3,410 0
SPS COMM INC COM 78463M107 BBG001T65R07 528,165 2,807 SH   SOLE   0 2,807 0
STEPSTONE GROUP INC COM CL A 85914M107 BBG00WXXV0W0 404,796 8,821 SH   SOLE   0 8,821 0
SURGERY PARTNERS INC COM 86881A100 BBG009T0TKW7 258,788 10,878 SH   SOLE   0 10,878 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG001S5WWW4 8,337,318 47,968 SH   SOLE   0 47,968 0
TESLA INC COM 88160R101 BBG001SQKGD7 321,753 1,626 SH   SOLE   0 1,626 0
TEXAS INSTRS INC COM 882508104 BBG001S5WYZ7 368,245 1,893 SH   SOLE   0 1,893 0
THE TRADE DESK INC COM CL A 88339J105 BBG00629NGW8 1,114,415 11,410 SH   SOLE   0 11,410 0
TIM S A SPONSORED ADR 88706T108 BBG00XS5MBP9 516,236 36,050 SH   SOLE   0 36,050 0
TJX COS INC NEW COM 872540109 BBG001S5WQ93 21,790,331 197,914 SH   SOLE   0 197,914 0
TWILIO INC CL A 90138F102 BBG0029ZX859 549,353 9,670 SH   SOLE   0 9,670 0
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 229,167 450 SH   SOLE   0 450 0
UPWORK INC COM 91688F104 BBG00FBJ63B7 313,320 29,146 SH   SOLE   0 29,146 0
UTZ BRANDS INC COM CL A 918090101 BBG00M8652J9 363,002 21,815 SH   SOLE   0 21,815 0
VEEVA SYS INC CL A COM 922475108 BBG001TX0CB4 14,776,410 80,741 SH   SOLE   0 80,741 0
VERTEX PHARMACEUTICALS INC COM 92532F100 BBG001S68LJ8 20,112,775 42,910 SH   SOLE   0 39,070 3,840
VERTIV HOLDINGS CO COM CL A 92537N108 BBG00L2B8LM7 483,926 5,590 SH   SOLE   0 5,590 0
VISA INC COM CL A 92826C839 BBG001SRCFY3 567,985 2,164 SH   SOLE   0 2,164 0
WASTE MGMT INC DEL COM 94106L109 BBG001S5XH47 256,008 1,200 SH   SOLE   0 1,200 0
WILLIAMS SONOMA INC COM 969904101 BBG001SBW7S1 663,570 2,350 SH   SOLE   0 2,350 0
WORKDAY INC CL A 98138H101 BBG001T21KQ7 21,931,907 98,103 SH   SOLE   0 89,293 8,810
WORTHINGTON ENTERPRISES INC COM 981811102 BBG001S6XN51 257,617 5,443 SH   SOLE   0 5,443 0
YEXT INC COM 98585N106 BBG001V12329 214,300 40,056 SH   SOLE   0 40,056 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 BBG001S7DQJ9 15,977,678 147,219 SH   SOLE   0 133,849 13,370
ZSCALER INC COM 98980G102 BBG003338H61 661,134 3,440 SH   SOLE   0 3,440 0