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
3M CO COM 88579Y101 BBG001S5T7X2 343,117 2,510 SH   SOLE   0 2,510 0
ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 823,492 4,170 SH   SOLE   0 4,170 0
ADDUS HOMECARE CORP COM 006739106 BBG001T56D18 652,246 4,903 SH   SOLE   0 4,903 0
ADOBE INC COM 00724F101 BBG001S5NCQ5 23,941,629 46,239 SH   SOLE   0 42,279 3,960
ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 553,442 3,373 SH   SOLE   0 3,373 0
ALLY FINL INC COM 02005N100 BBG001S5RLN4 389,711 10,950 SH   SOLE   0 10,950 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 BBG001S7FTC8 770,084 2,800 SH   SOLE   0 2,800 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 34,775,262 209,679 SH   SOLE   0 192,949 16,730
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 2,391,987 14,307 SH   SOLE   0 14,307 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 4,551,669 24,428 SH   SOLE   0 24,428 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 BBG001S7Q949 464,928 20,765 SH   SOLE   0 20,765 0
AMERICAN EXPRESS CO COM 025816109 BBG001S5P034 32,594,443 120,186 SH   SOLE   0 109,916 10,270
AMERIPRISE FINL INC COM 03076C106 BBG001SK6096 32,699,246 69,601 SH   SOLE   0 63,921 5,680
APPLE INC COM 037833100 BBG001S5N8V8 57,899,568 248,496 SH   SOLE   0 230,776 17,720
APPLIED INDL TECHNOLOGIES IN COM 03820C105 BBG001S5NK14 833,837 3,737 SH   SOLE   0 3,737 0
APPLIED MATLS INC COM 038222105 BBG001S5NMM7 787,187 3,896 SH   SOLE   0 3,896 0
APPLOVIN CORP COM CL A 03831W108 BBG006HFPX86 50,711,625 388,446 SH   SOLE   0 356,956 31,490
ARCH CAP GROUP LTD ORD G0450A105 BBG001S9HZ74 35,321,523 315,709 SH   SOLE   0 288,578 27,131
ARISTA NETWORKS INC COM 040413106 BBG001T51KQ0 24,815,114 64,653 SH   SOLE   0 59,573 5,080
ARLO TECHNOLOGIES INC COM 04206A101 BBG00K88DTJ1 555,413 45,864 SH   SOLE   0 45,864 0
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 BBG001V107T3 496,707 11,466 SH   SOLE   0 11,466 0
AVEPOINT INC COM CL A 053604104 BBG00Q73LFK9 627,388 53,304 SH   SOLE   0 53,304 0
BOISE CASCADE CO DEL COM 09739D100 BBG001SZX397 672,898 4,773 SH   SOLE   0 4,773 0
BOOKING HOLDINGS INC COM 09857L108 BBG001S89N72 32,951,415 7,823 SH   SOLE   0 7,172 651
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 BBG001T91S76 307,616 1,890 SH   SOLE   0 1,890 0
BOX INC CL A 10316T104 BBG001T5R852 531,470 16,238 SH   SOLE   0 16,238 0
BP PLC SPONSORED ADR 055622104 BBG001S5W4F5 548,164 17,463 SH   SOLE   0 17,463 0
BRINKER INTL INC COM 109641100 BBG001S5RFV8 887,289 11,594 SH   SOLE   0 11,594 0
BROADCOM INC COM 11135F101 BBG00KHY5SY8 27,712,643 160,653 SH   SOLE   0 148,183 12,470
CABOT CORP COM 127055101 BBG001S5PK58 656,202 5,871 SH   SOLE   0 5,871 0
CADENCE DESIGN SYSTEM INC COM 127387108 BBG001S65YK1 26,120,516 96,375 SH   SOLE   0 88,175 8,200
CARLISLE COS INC COM 142339100 BBG001S5Q6R4 1,097,390 2,440 SH   SOLE   0 2,440 0
CATERPILLAR INC COM 149123101 BBG001S5PJ06 234,672 600 SH   SOLE   0 600 0
CBOE GLOBAL MKTS INC COM 12503M108 BBG001T71BP7 23,212,386 113,303 SH   SOLE   0 103,643 9,660
CENCORA INC COM 03073E105 BBG001S8X7P0 636,976 2,830 SH   SOLE   0 2,830 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 BBG001SB85K0 6,481,887 33,618 SH   SOLE   0 33,618 0
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 203,674 1,383 SH   SOLE   0 1,383 0
CLEAR SECURE INC COM CL A 18467V109 BBG011C0FSZ6 911,085 27,492 SH   SOLE   0 27,492 0
CLOROX CO DEL COM 189054109 BBG001S5PX50 586,476 3,600 SH   SOLE   0 3,600 0
CLOUDFLARE INC CL A COM 18915M107 BBG001WMKHJ3 262,084 3,240 SH   SOLE   0 3,240 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104 BBG00B6BFX96 6,171,716 78,371 SH   SOLE   0 78,371 0
COLLEGIUM PHARMACEUTICAL INC COM 19459J104 BBG001T535S9 727,359 18,824 SH   SOLE   0 18,824 0
COMFORT SYS USA INC COM 199908104 BBG001SB1GG8 1,217,502 3,119 SH   SOLE   0 3,119 0
CORCEPT THERAPEUTICS INC COM 218352102 BBG001S8QGV1 706,048 15,256 SH   SOLE   0 15,256 0
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 42,763,952 48,238 SH   SOLE   0 44,278 3,960
DAVITA INC COM 23918K108 BBG001SB5DZ0 1,078,659 6,580 SH   SOLE   0 6,580 0
DECKERS OUTDOOR CORP COM 243537107 BBG001S7GXB9 1,205,442 7,560 SH   SOLE   0 7,560 0
DICKS SPORTING GOODS INC COM 253393102 BBG001SK2651 640,709 3,070 SH   SOLE   0 3,070 0
DOORDASH INC CL A 25809K105 BBG005D7QCK1 312,579 2,190 SH   SOLE   0 2,190 0
DOXIMITY INC CL A 26622P107 BBG0026ZJQY6 433,086 9,940 SH   SOLE   0 9,940 0
DROPBOX INC CL A 26210C104 BBG001TFLWN3 1,188,853 46,750 SH   SOLE   0 46,750 0
EBAY INC. COM 278642103 BBG001S9B9J5 23,708,569 364,131 SH   SOLE   0 332,841 31,290
ELI LILLY & CO COM 532457108 BBG001S5STL8 1,939,323 2,189 SH   SOLE   0 2,189 0
ENERSYS COM 29275Y102 BBG001SLVXW8 473,308 4,638 SH   SOLE   0 4,638 0
EPLUS INC COM 294268107 BBG001S99YL0 653,961 6,650 SH   SOLE   0 6,650 0
EVERTEC INC COM 30040P103 BBG001SX2XR0 373,197 11,012 SH   SOLE   0 11,012 0
EXLSERVICE HOLDINGS INC COM 302081104 BBG001SKWX40 15,828,931 414,913 SH   SOLE   0 380,933 33,980
EXPEDITORS INTL WASH INC COM 302130109 BBG001S5QZZ1 317,988 2,420 SH   SOLE   0 2,420 0
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 17,170,620 146,482 SH   SOLE   0 134,072 12,410
FORTINET INC COM 34959E109 BBG001S77BL6 1,191,944 15,370 SH   SOLE   0 15,370 0
GITLAB INC CLASS A COM 37637K108 BBG00DHTYPJ6 513,338 9,960 SH   SOLE   0 9,960 0
GREIF INC CL A 397624107 BBG001S8S678 409,546 6,536 SH   SOLE   0 6,536 0
GUIDEWIRE SOFTWARE INC COM 40171V100 BBG001TWHGX5 609,190 3,330 SH   SOLE   0 3,330 0
HASBRO INC COM 418056107 BBG001S5RSQ6 32,031,685 442,916 SH   SOLE   0 407,066 35,850
HCA HEALTHCARE INC COM 40412C101 BBG001T8NTY2 23,085,630 56,801 SH   SOLE   0 52,011 4,790
HUBBELL INC COM 443510607 BBG001S5S1L9 28,268,102 65,993 SH   SOLE   0 60,333 5,660
INSTALLED BLDG PRODS INC COM 45780R101 BBG005TJKF09 713,198 2,896 SH   SOLE   0 2,896 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 BBG001S5S5F7 22,398,987 213,466 SH   SOLE   0 195,126 18,340
J JILL INC COM 46620W201 BBG00FZBYDT6 366,744 14,866 SH   SOLE   0 14,866 0
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 18,684,870 115,296 SH   SOLE   0 105,386 9,910
JPMORGAN CHASE & CO. COM 46625H100 BBG001S8CRC3 22,992,174 109,040 SH   SOLE   0 99,800 9,240
KIMBERLY-CLARK CORP COM 494368103 BBG001S5SLZ0 1,671,932 11,751 SH   SOLE   0 11,751 0
KINROSS GOLD CORP COM 496902404 BBG001S5R0C2 8,190,346 875,037 SH   SOLE   0 875,037 0
KLA CORP COM NEW 482480100 BBG001S5SLM4 39,257,166 50,693 SH   SOLE   0 46,383 4,310
LANTHEUS HLDGS INC COM 516544103 BBG006Q52RF8 661,024 6,023 SH   SOLE   0 6,023 0
LEMAITRE VASCULAR INC COM 525558201 BBG001SK6CX3 573,038 6,169 SH   SOLE   0 6,169 0
MANHATTAN ASSOCIATES INC COM 562750109 BBG001S71S35 25,771,876 91,591 SH   SOLE   0 83,771 7,820
MARATHON PETE CORP COM 56585A102 BBG001S169P1 11,775,786 72,284 SH   SOLE   0 66,104 6,180
MATADOR RES CO COM 576485205 BBG001T3L5S4 531,364 10,752 SH   SOLE   0 10,752 0
MCKESSON CORP COM 58155Q103 BBG001S8F8P8 23,599,655 47,732 SH   SOLE   0 43,701 4,031
MEDPACE HLDGS INC COM 58506Q109 BBG0065B7K40 25,715,284 77,038 SH   SOLE   0 70,638 6,400
MERIT MED SYS INC COM 589889104 BBG001S6KLT3 550,285 5,568 SH   SOLE   0 5,568 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 39,114,253 68,329 SH   SOLE   0 63,049 5,280
MICROSOFT CORP COM 594918104 BBG001S5TD05 60,378,405 140,317 SH   SOLE   0 130,017 10,300
MOODYS CORP COM 615369105 BBG001S5VP87 312,280 658 SH   SOLE   0 658 0
MUELLER WTR PRODS INC COM SER A 624758108 BBG001SNQZ91 606,493 27,949 SH   SOLE   0 27,949 0
NETAPP INC COM 64110D104 BBG001S8LYX5 906,563 7,340 SH   SOLE   0 7,340 0
NETFLIX INC COM 64110L106 BBG001SF6L46 24,118,726 34,005 SH   SOLE   0 31,185 2,820
NEXTRACKER INC CLASS A COM 65290E101 BBG00835TQ17 8,761,362 233,761 SH   SOLE   0 201,431 32,330
NUTANIX INC CL A 67059N108 BBG001V13SG8 1,612,133 27,209 SH   SOLE   0 27,209 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 7,552,354 62,190 SH   SOLE   0 62,190 0
OKTA INC CL A 679295105 BBG001YV1SN3 10,439,715 140,432 SH   SOLE   0 122,402 18,030
PARKER-HANNIFIN CORP COM 701094104 BBG001S5V554 39,816,665 63,019 SH   SOLE   0 57,619 5,400
PATRICK INDS INC COM 703343103 BBG001S5V0V6 798,696 5,610 SH   SOLE   0 5,610 0
PERFORMANCE FOOD GROUP CO COM 71377A103 BBG009XW2WC7 19,287,562 246,109 SH   SOLE   0 225,249 20,860
PILGRIMS PRIDE CORP COM 72147K108 BBG001S5PSN1 519,444 11,280 SH   SOLE   0 11,280 0
PINTEREST INC CL A 72352L106 BBG002583CW7 19,556,756 604,163 SH   SOLE   0 552,003 52,160
PLEXUS CORP COM 729132100 BBG001S5V812 564,202 4,127 SH   SOLE   0 4,127 0
PROCORE TECHNOLOGIES INC COM 74275K108 BBG0026ZJ313 280,209 4,540 SH   SOLE   0 4,540 0
PROGRESSIVE CORP COM 743315103 BBG001S5V509 2,275,973 8,969 SH   SOLE   0 8,969 0
QUALCOMM INC COM 747525103 BBG001S6VS70 506,749 2,980 SH   SOLE   0 2,980 0
QUALYS INC COM 74758T303 BBG001SYH860 544,157 4,236 SH   SOLE   0 4,236 0
QUANTA SVCS INC COM 74762E102 BBG001S5VH85 483,003 1,620 SH   SOLE   0 1,620 0
RESMED INC COM 761152107 BBG001SBGRC2 1,857,753 7,610 SH   SOLE   0 7,610 0
ROBLOX CORP CL A 771049103 BBG001V1Y6Z1 293,886 6,640 SH   SOLE   0 6,640 0
ROKU INC COM CL A 77543R102 BBG001ZZPQM2 546,511 7,320 SH   SOLE   0 7,320 0
ROYAL CARIBBEAN GROUP COM V7780T103 BBG001S5RMJ7 1,115,594 6,290 SH   SOLE   0 6,290 0
SMART GLOBAL HLDGS INC SHS G8232Y101 BBG00GLTQDM6 367,903 17,561 SH   SOLE   0 17,561 0
SMARTSHEET INC COM CL A 83200N103 BBG00GQK3WC4 950,531 17,170 SH   SOLE   0 17,170 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 726,380 1,266 SH   SOLE   0 1,266 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 BBG003T4VFD1 1,440,952 3,910 SH   SOLE   0 3,910 0
SPS COMM INC COM 78463M107 BBG001T65R07 686,003 3,533 SH   SOLE   0 3,533 0
STEPSTONE GROUP INC COM CL A 85914M107 BBG00WXXV0W0 623,141 10,965 SH   SOLE   0 10,965 0
SURGERY PARTNERS INC COM 86881A100 BBG009T0TKW7 520,998 16,160 SH   SOLE   0 16,160 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG001S5WWW4 8,054,467 46,378 SH   SOLE   0 46,378 0
TESLA INC COM 88160R101 BBG001SQKGD7 864,949 3,306 SH   SOLE   0 3,306 0
TETRA TECH INC NEW COM 88162G103 BBG001S5YYH5 947,680 20,095 SH   SOLE   0 20,095 0
TEXAS INSTRS INC COM 882508104 BBG001S5WYZ7 456,313 2,209 SH   SOLE   0 2,209 0
THE TRADE DESK INC COM CL A 88339J105 BBG00629NGW8 1,732,470 15,800 SH   SOLE   0 15,800 0
TIM S A SPONSORED ADR 88706T108 BBG00XS5MBP9 620,781 36,050 SH   SOLE   0 36,050 0
TJX COS INC NEW COM 872540109 BBG001S5WQ93 23,830,882 202,747 SH   SOLE   0 185,487 17,260
TRANE TECHNOLOGIES PLC SHS G8994E103 BBG001S5SBV6 299,322 770 SH   SOLE   0 770 0
TWILIO INC CL A 90138F102 BBG0029ZX859 1,016,780 15,590 SH   SOLE   0 15,590 0
UNITED RENTALS INC COM 911363109 BBG001SBGZ25 221,866 274 SH   SOLE   0 274 0
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 263,106 450 SH   SOLE   0 450 0
UPWORK INC COM 91688F104 BBG00FBJ63B7 380,359 36,398 SH   SOLE   0 36,398 0
UTZ BRANDS INC COM CL A 918090101 BBG00M8652J9 479,546 27,093 SH   SOLE   0 27,093 0
VEEVA SYS INC CL A COM 922475108 BBG001TX0CB4 16,961,274 80,818 SH   SOLE   0 73,928 6,890
VERTEX PHARMACEUTICALS INC COM 92532F100 BBG001S68LJ8 20,304,928 43,659 SH   SOLE   0 39,969 3,690
VERTIV HOLDINGS CO COM CL A 92537N108 BBG00L2B8LM7 749,160 7,530 SH   SOLE   0 7,530 0
VISA INC COM CL A 92826C839 BBG001SRCFY3 713,495 2,595 SH   SOLE   0 2,595 0
WILLIAMS SONOMA INC COM 969904101 BBG001SBW7S1 822,625 5,310 SH   SOLE   0 5,310 0
WORKDAY INC CL A 98138H101 BBG001T21KQ7 24,364,988 99,689 SH   SOLE   0 91,139 8,550
YEXT INC COM 98585N106 BBG001V12329 562,575 81,297 SH   SOLE   0 81,297 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 BBG001S7DQJ9 16,209,772 150,160 SH   SOLE   0 137,340 12,820
ZSCALER INC COM 98980G102 BBG003338H61 591,452 3,460 SH   SOLE   0 3,460 0