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
AAON INC COM PAR $0.004 000360206 BBG001S6CZK0 13,377,811 177,613 SH   SOLE   144,043 0 33,570
ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 13,369,834 82,729 SH   SOLE   61,217 0 21,512
ADVANCED DRAIN SYS INC DEL COM 00790R104 BBG001SH4LQ0 97,838,080 1,193,584 SH   SOLE   1,058,333 0 135,251
ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 64,747,978 999,660 SH   SOLE   847,678 0 151,982
ALKERMES PLC SHS G01767105 BBG001S6RXM7 88,462,331 3,385,470 SH   SOLE   2,961,848 0 423,622
ALLSTATE CORP COM 020002101 BBG001S9BM06 48,059,623 354,422 SH   SOLE   255,432 0 98,990
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 281,954,405 3,195,675 SH   SOLE   2,832,000 0 363,675
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 7,427,854 83,713 SH   SOLE   58,954 0 24,759
AMAZON COM INC COM 023135106 BBG001S5PQL7 164,569,272 1,959,158 SH   SOLE   1,718,458 0 240,700
AMEDISYS INC COM 023436108 BBG001S5NN72 27,535,202 329,605 SH   SOLE   264,790 0 64,815
AMERICAN ASSETS TR INC COM 024013104 BBG001TCBJS5 33,074,173 1,248,082 SH   SOLE   1,004,852 0 243,230
AMERICAN FINL GROUP INC OHIO COM 025932104 BBG001S8JK86 52,151,986 379,895 SH   SOLE   334,591 0 45,304
AMERICAN INTL GROUP INC COM NEW 026874784 BBG001S5NJG1 8,474,603 134,007 SH   SOLE   89,291 0 44,716
AMETEK INC COM 031100100 BBG001S5NN54 165,528,240 1,184,714 SH   SOLE   966,348 0 218,366
APELLIS PHARMACEUTICALS INC COM 03753U106 BBG007KGRPZ3 35,652,856 689,477 SH   SOLE   598,097 0 91,380
APPLE INC COM 037833100 BBG001S5N8V8 433,013,683 3,332,669 SH   SOLE   2,902,844 0 429,825
APPLIED MATLS INC COM 038222105 BBG001S5NMM7 52,124,885 535,273 SH   SOLE   461,255 0 74,018
APTIV PLC SHS G6095L109 BBG001TRL2T7 45,721,242 490,940 SH   SOLE   379,222 0 111,718
ARCUTIS BIOTHERAPEUTICS INC COM 03969K108 BBG00QN8K4P1 10,069,535 680,374 SH   SOLE   551,654 0 128,720
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 BBG0068KVVC7 60,413,151 882,717 SH   SOLE   801,457 0 81,260
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101 BBG007R7VP72 385,707,058 3,158,168 SH   SOLE   2,790,351 0 367,817
ATKORE INC COM 047649108 BBG001T8LDZ8 90,632,674 799,089 SH   SOLE   692,848 0 106,241
ATLASSIAN CORPORATION CL A 049468101 BBG01BGWHFS4 92,849,697 721,555 SH   SOLE   627,195 0 94,360
AVANTOR INC COM 05352A100 BBG00G2HHYF5 91,055,084 4,317,453 SH   SOLE   3,532,947 0 784,506
AVERY DENNISON CORP COM 053611109 BBG001S5NZM8 64,425,502 355,942 SH   SOLE   325,472 0 30,470
AVIENT CORPORATION COM 05368V106 BBG001S6RCD3 17,519,820 518,952 SH   SOLE   419,032 0 99,920
AXALTA COATING SYS LTD COM G0750C108 BBG0060CPLK3 26,696,839 1,048,168 SH   SOLE   847,548 0 200,620
AXON ENTERPRISE INC COM 05464C101 BBG001SB2HG5 477,878 2,880 SH   SOLE   2,880 0 0
AZENTA INC COM 114340102 BBG001S8F1B8 26,809,029 460,478 SH   SOLE   372,178 0 88,300
BAKER HUGHES COMPANY CL A 05722G100 BBG00GBVBK60 440,588 14,920 SH   SOLE   14,920 0 0
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 49,635,321 1,498,651 SH   SOLE   1,244,811 0 253,840
BILL COM HLDGS INC COM 090043100 BBG00QVJV7L3 30,181,593 276,997 SH   SOLE   251,487 0 25,510
BIO RAD LABS INC CL A 090572207 BBG001S625W4 163,782,537 389,504 SH   SOLE   347,389 0 42,115
BLACK KNIGHT INC COM 09215C105 BBG00GX77ML3 713,213 11,550 SH   SOLE   11,550 0 0
BLUEPRINT MEDICINES CORP COM 09627Y109 BBG001V11BV0 21,005,449 479,467 SH   SOLE   435,347 0 44,120
BRIGHT HORIZONS FAM SOL IN D COM 109194100 BBG003LFWPT4 2,363,095 37,450 SH   SOLE   37,450 0 0
BROADCOM INC COM 11135F101 BBG00KHY5SY8 22,303,137 39,889 SH   SOLE   29,344 0 10,545
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 113004105 BBG019Z17GF9 215,226 7,507 SH   SOLE   802 0 6,706
BROOKFIELD CORP CL A LTD VT SH 11271J107 BBG001SF86D7 59,958,010 1,905,849 SH   SOLE   1,619,929 0 285,920
BRP GROUP INC COM CL A 05589G102 BBG00QDCHF45 21,882,937 870,443 SH   SOLE   704,419 0 166,024
BRP INC COM SUN VTG 05577W200 BBG004G49425 68,071,064 891,566 SH   SOLE   779,032 0 112,534
BUNGE LIMITED COM G16962105 BBG001SJ9BG4 7,523,057 75,404 SH   SOLE   52,652 0 22,752
CABLE ONE INC COM 12685J105 BBG001SFK9N6 31,763,905 44,621 SH   SOLE   40,506 0 4,115
CASELLA WASTE SYS INC CL A 147448104 BBG001SB5S05 17,356,835 218,848 SH   SOLE   177,518 0 41,330
CATALENT INC COM 148806102 BBG005XR47N7 56,558,981 1,256,587 SH   SOLE   1,137,327 0 119,260
CELANESE CORP DEL COM 150870103 BBG001SJDDG5 55,181,280 539,723 SH   SOLE   399,778 0 139,945
CERIDIAN HCM HLDG INC COM 15677J108 BBG005D7PF43 70,730,956 1,102,587 SH   SOLE   880,967 0 221,620
CHEESECAKE FACTORY INC COM 163072101 BBG001S71Q75 57,927,796 1,826,799 SH   SOLE   1,650,279 0 176,520
CHIPOTLE MEXICAN GRILL INC COM 169656105 BBG001SP50B3 103,860,564 74,855 SH   SOLE   60,281 0 14,574
CHURCHILL DOWNS INC COM 171484108 BBG001S67Z80 49,163,818 232,530 SH   SOLE   188,820 0 43,710
CISCO SYS INC COM 17275R102 BBG001S6HC62 7,189,495 150,913 SH   SOLE   100,543 0 50,370
COCA COLA CO COM 191216100 BBG001S5SMQ8 7,136,215 112,187 SH   SOLE   74,744 0 37,443
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 BBG001SC5GP2 4,173,918 73,124 SH   SOLE   48,711 0 24,413
CONOCOPHILLIPS COM 20825C104 BBG001S5TZM2 81,216,450 688,275 SH   SOLE   595,327 0 92,948
COOPER COS INC COM NEW 216648402 BBG001S5Q1H6 61,738,073 186,706 SH   SOLE   139,587 0 47,119
COPART INC COM 217204106 BBG001S7MTB1 56,854,515 933,725 SH   SOLE   695,205 0 238,520
COSTAR GROUP INC COM 22160N109 BBG001SD3DY9 59,355,445 768,057 SH   SOLE   592,827 0 175,230
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 101,343,457 222,001 SH   SOLE   193,381 0 28,620
COUPA SOFTWARE INC COM 22266L106 BBG001V0GVM2 14,157,100 178,819 SH   SOLE   149,219 0 29,600
CROCS INC COM 227046109 BBG001SDGFR8 363,241 3,350 SH   SOLE   3,350 0 0
CSX CORP COM 126408103 BBG001S5Q7Q3 885,718 28,590 SH   SOLE   28,590 0 0
CULLEN FROST BANKERS INC COM 229899109 BBG001S6D2D0 54,895,749 410,589 SH   SOLE   372,738 0 37,851
CUMMINS INC COM 231021106 BBG001S5Q9M3 4,963,553 20,486 SH   SOLE   14,286 0 6,200
DANAHER CORPORATION COM 235851102 BBG001S5QGT0 8,286,147 31,219 SH   SOLE   28,394 0 2,825
DECKERS OUTDOOR CORP COM 243537107 BBG001S7GXB9 71,471,195 179,054 SH   SOLE   162,524 0 16,530
DEVON ENERGY CORP NEW COM 25179M103 BBG001S63VG4 117,999,062 1,918,372 SH   SOLE   1,668,159 0 250,213
DEXCOM INC COM 252131107 BBG001SKZG99 171,948,938 1,518,447 SH   SOLE   1,203,939 0 314,508
DIAMONDBACK ENERGY INC COM 25278X109 BBG002PHSZN7 90,181,379 659,317 SH   SOLE   601,157 0 58,160
DYNATRACE INC COM NEW 268150109 BBG00PNN7CW9 29,009,339 757,424 SH   SOLE   624,244 0 133,180
EMCOR GROUP INC COM 29084Q100 BBG001S5QVG1 524,309 3,540 SH   SOLE   3,540 0 0
ENCORE WIRE CORP COM 292562105 BBG001S70TC4 113,924,578 828,181 SH   SOLE   720,372 0 107,809
ENDEAVOR GROUP HLDGS INC CL A COM 29260Y109 BBG00P8TCHD7 29,333,781 1,301,410 SH   SOLE   1,051,912 0 249,498
ENPHASE ENERGY INC COM 29355A107 BBG001V28NC6 272,909 1,030 SH   SOLE   1,030 0 0
ENTEGRIS INC COM 29362U104 BBG001SF9YL6 32,146,053 490,106 SH   SOLE   444,896 0 45,210
EQUITY LIFESTYLE PPTYS INC COM 29472R108 BBG001S5T5G5 4,885,246 75,623 SH   SOLE   50,373 0 25,250
ESSEX PPTY TR INC COM 297178105 BBG001S81418 60,369,015 284,867 SH   SOLE   212,707 0 72,160
ETSY INC COM 29786A106 BBG001T53625 61,633,039 514,552 SH   SOLE   384,762 0 129,790
F5 INC COM 315616102 BBG001SCP8D1 61,681,890 429,809 SH   SOLE   375,099 0 54,710
FATE THERAPEUTICS INC COM 31189P102 BBG001T888S2 13,985,325 1,386,058 SH   SOLE   1,236,458 0 149,600
FIRST CTZNS BANCSHARES INC N CL A 31946M103 BBG001S5R2V7 2,415,377 3,185 SH   SOLE   3,185 0 0
FIRST INTST BANCSYSTEM INC COM CL A 32055Y201 BBG001S9F1B6 39,963,095 1,033,974 SH   SOLE   879,424 0 154,550
FIRST REP BK SAN FRANCISCO C COM 33616C100 BBG001TG3G38 36,694,131 301,043 SH   SOLE   216,613 0 84,430
FIVE BELOW INC COM 33829M101 BBG001TCDMY9 79,569,568 449,876 SH   SOLE   410,126 0 39,750
FLUENCE ENERGY INC COM CL A 34379V103 BBG012QSDTD2 506,405 29,528 SH   SOLE   3,130 0 26,398
FLYWIRE CORPORATION COM VTG 302492103 BBG002030ND3 35,650,710 1,456,915 SH   SOLE   1,175,831 0 281,084
FMC CORP COM NEW 302491303 BBG001S5R880 58,205,472 466,390 SH   SOLE   423,375 0 43,015
FORTINET INC COM 34959E109 BBG001S77BL6 144,627,962 2,958,232 SH   SOLE   2,388,625 0 569,607
FREEPORT-MCMORAN INC CL B 35671D857 BBG001S5R3F3 5,213,144 137,188 SH   SOLE   91,403 0 45,785
FTI CONSULTING INC COM 302941109 BBG001SCJVR2 31,984,384 201,413 SH   SOLE   151,523 0 49,890
GALLAGHER ARTHUR J & CO COM 363576109 BBG001S5NKC2 92,727,931 491,821 SH   SOLE   384,551 0 107,270
GARTNER INC COM 366651107 BBG001S5SD60 4,830,332 14,370 SH   SOLE   14,370 0 0
GENPACT LIMITED SHS G3922B107 BBG001SJT2Y2 95,921,216 2,070,838 SH   SOLE   1,722,261 0 348,577
GILEAD SCIENCES INC COM 375558103 BBG001S6Y1X7 7,176,631 83,595 SH   SOLE   55,695 0 27,900
GLOBAL PMTS INC COM 37940X102 BBG001SGS2Z8 79,967,796 805,153 SH   SOLE   662,394 0 142,759
HAEMONETICS CORP MASS COM 405024100 BBG001S6QB64 25,447,837 323,558 SH   SOLE   261,908 0 61,650
HEICO CORP NEW CL A 422806208 BBG001S96YM2 2,412,581 20,130 SH   SOLE   20,130 0 0
HERSHEY CO COM 427866108 BBG001S5S148 4,412,103 19,053 SH   SOLE   12,693 0 6,360
HEXCEL CORP NEW COM 428291108 BBG001S5S2J0 38,203,890 649,174 SH   SOLE   517,305 0 131,869
HILTON WORLDWIDE HLDGS INC COM 43300A203 BBG0058KMH49 91,797,128 726,473 SH   SOLE   564,713 0 161,760
HOME DEPOT INC COM 437076102 BBG001S5RTW7 168,640,181 533,908 SH   SOLE   459,450 0 74,458
HUBSPOT INC COM 443573100 BBG001T53670 119,397,679 412,955 SH   SOLE   345,800 0 67,155
ICON PLC SHS G4705A100 BBG001SDCL35 270,242,348 1,391,209 SH   SOLE   1,182,169 0 209,040
IDEX CORP COM 45167R104 BBG001S67N14 135,920,282 595,280 SH   SOLE   488,460 0 106,820
IDEXX LABS INC COM 45168D104 BBG001S5S4Y9 90,237,488 221,192 SH   SOLE   174,122 0 47,070
ILLINOIS TOOL WKS INC COM 452308109 BBG001S5SDX0 3,520,835 15,982 SH   SOLE   14,086 0 1,896
INDEPENDENCE RLTY TR INC COM 45378A106 BBG004Q00LJ5 33,347,411 1,977,901 SH   SOLE   1,794,651 0 183,250
INNOVATIVE INDL PPTYS INC COM 45781V101 BBG00F0SW7P6 2,908,846 28,701 SH   SOLE   19,111 0 9,590
INNOVIVA INC COM 45781M101 BBG001SF23V0 54,406,302 4,106,136 SH   SOLE   3,355,627 0 750,509
INSPIRE MED SYS INC COM 457730109 BBG00209SZK5 85,467,922 339,320 SH   SOLE   291,360 0 47,960
INSULET CORP COM 45784P101 BBG001SRF439 84,300,048 286,355 SH   SOLE   231,275 0 55,080
INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 10,054,192 71,362 SH   SOLE   48,645 0 22,717
INTUIT COM 461202103 BBG001S6TWR2 548,800 1,410 SH   SOLE   1,410 0 0
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108 BBG001SNZLM7 3,140,753 253,491 SH   SOLE   233,951 0 19,540
ISHARES TR CORE S&P US GWT 464287671 BBG001SFQL99 1,284,755 15,760 SH   SOLE   15,760 0 0
ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 10,337,508 48,252 SH   SOLE   48,252 0 0
ISHARES TR RUS 2000 GRW ETF 464287648 BBG001S562F8 782,569 3,648 SH   SOLE   3,648 0 0
ISHARES TR RUS MD CP GR ETF 464287481 BBG001S561Z8 466,572 5,581 SH   SOLE   5,581 0 0
ITT INC COM 45073V108 BBG00CVQZQB3 57,670,697 711,106 SH   SOLE   614,948 0 96,158
JUNIPER NETWORKS INC COM 48203R104 BBG001SCTT05 38,498,441 1,204,582 SH   SOLE   1,093,548 0 111,034
KARUNA THERAPEUTICS INC COM 48576A100 BBG00NN875H9 34,376,889 174,946 SH   SOLE   152,006 0 22,940
KINSALE CAP GROUP INC COM 49714P108 BBG00D8JDB02 18,909,465 72,306 SH   SOLE   58,996 0 13,310
LAM RESEARCH CORP COM 512807108 BBG001S5SW40 42,532,679 101,196 SH   SOLE   84,635 0 16,561
LANTHEUS HLDGS INC COM 516544103 BBG006Q52RF8 79,788,633 1,565,711 SH   SOLE   1,381,461 0 184,250
LIGHTSPEED COMMERCE INC SUB VTG SHS 53229C107 BBG00B0JR9Q6 23,650,598 1,653,888 SH   SOLE   1,262,599 0 391,289
LILLY ELI & CO COM 532457108 BBG001S5STL8 120,040,884 328,124 SH   SOLE   279,763 0 48,361
LINCOLN ELEC HLDGS INC COM 533900106 BBG001S5TV87 84,464,953 584,573 SH   SOLE   505,763 0 78,810
LIVE NATION ENTERTAINMENT IN COM 538034109 BBG001SNP2B2 50,699,655 726,981 SH   SOLE   574,361 0 152,620
LPL FINL HLDGS INC COM 50212V100 BBG001T5GK39 125,980,417 582,784 SH   SOLE   494,067 0 88,717
LULULEMON ATHLETICA INC COM 550021109 BBG001STBM75 120,926,790 377,448 SH   SOLE   299,719 0 77,729
MARKETAXESS HLDGS INC COM 57060D108 BBG001S8R6K4 40,290,123 144,466 SH   SOLE   131,126 0 13,340
MARRIOTT INTL INC NEW CL A 571903202 BBG001S78K44 55,231,490 370,955 SH   SOLE   312,315 0 58,640
MARVELL TECHNOLOGY INC COM 573874104 BBG00ZXBJ162 109,265,407 2,949,930 SH   SOLE   2,427,315 0 522,615
MAXLINEAR INC COM 57776J100 BBG001S6MZV7 31,573,398 929,997 SH   SOLE   844,250 0 85,747
MERCK & CO INC COM 58933Y105 BBG001S5TC52 6,569,682 59,213 SH   SOLE   39,452 0 19,761
METTLER TOLEDO INTERNATIONAL COM 592688105 BBG001SB87G1 8,127,765 5,623 SH   SOLE   5,031 0 592
MGM RESORTS INTERNATIONAL COM 552953101 BBG001S6BYT5 98,541,082 2,938,893 SH   SOLE   2,592,629 0 346,264
MICROCHIP TECHNOLOGY INC. COM 595017104 BBG001S787B5 72,198,876 1,027,742 SH   SOLE   757,578 0 270,164
MICROSOFT CORP COM 594918104 BBG001S5TD05 366,508,033 1,528,263 SH   SOLE   1,310,916 0 217,347
MONGODB INC CL A 60937P106 BBG0022FDRZ7 115,325,800 585,886 SH   SOLE   498,946 0 86,940
MONOLITHIC PWR SYS INC COM 609839105 BBG001SDRGP6 42,265,589 119,526 SH   SOLE   110,876 0 8,650
MSCI INC COM 55354G100 BBG001SV8B05 78,475,575 168,703 SH   SOLE   130,760 0 37,943
NANO DIMENSION LTD SPONSORD ADS NEW 63008G203 BBG009DFFWM1 342,861 149,070 SH   SOLE   149,070 0 0
NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 BBG008417VP2 283,903 7,860 SH   SOLE   7,860 0 0
NATIONAL VISION HLDGS INC COM 63845R107 BBG00HVQF9L1 91,101,504 2,350,400 SH   SOLE   2,039,102 0 311,298
NETAPP INC COM 64110D104 BBG001S8LYX5 55,144,029 918,149 SH   SOLE   686,834 0 231,315
NEUROCRINE BIOSCIENCES INC COM 64125C109 BBG001S8W4X9 32,569,855 272,688 SH   SOLE   247,598 0 25,090
NEXSTAR MEDIA GROUP INC COMMON STOCK 65336K103 BBG001SKJJT9 4,953,349 28,300 SH   SOLE   18,826 0 9,474
NEXTIER OILFIELD SOLUTIONS COM 65290C105 BBG00FJFZY90 27,185,752 2,942,181 SH   SOLE   2,375,711 0 566,470
NICE LTD SPONSORED ADR 653656108 BBG001S9RK49 81,336,939 422,969 SH   SOLE   379,239 0 43,730
NIKE INC CL B 654106103 BBG001S6NTK2 61,645,080 526,836 SH   SOLE   431,490 0 95,346
NORTHERN OIL AND GAS INC MN COM 665531307 BBG001SK2P31 30,984,548 1,005,339 SH   SOLE   817,579 0 187,760
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 56,271,353 385,051 SH   SOLE   335,490 0 49,561
OKTA INC CL A 679295105 BBG001YV1SN3 53,719,953 786,184 SH   SOLE   733,884 0 52,300
OLD DOMINION FREIGHT LINE IN COM 679580100 BBG001S6WQT9 354,441 1,249 SH   SOLE   1,249 0 0
OPTION CARE HEALTH INC COM NEW 68404L201 BBG001S6X756 42,875,873 1,424,921 SH   SOLE   1,144,561 0 280,360
ORACLE CORP COM 68389X105 BBG001S5SJG6 17,996,287 220,165 SH   SOLE   200,745 0 19,420
OVINTIV INC COM 69047Q102 BBG00R2NHQ74 63,483,038 1,251,884 SH   SOLE   1,136,234 0 115,650
PACIRA BIOSCIENCES INC COM 695127100 BBG001S77N12 1,156,756 29,960 SH   SOLE   29,960 0 0
PALO ALTO NETWORKS INC COM 697435105 BBG001T9NWN5 75,785,290 543,108 SH   SOLE   405,437 0 137,671
PALOMAR HLDGS INC COM 69753M105 BBG00NLMRYV9 13,840,230 306,471 SH   SOLE   249,074 0 57,397
PAYA HOLDINGS INC COM CL A 70434P103 BBG00WVTFNZ6 32,159,425 4,086,331 SH   SOLE   3,741,380 0 344,951
PAYLOCITY HLDG CORP COM 70438V106 BBG006598YZ0 50,415,715 259,527 SH   SOLE   237,429 0 22,098
PAYPAL HLDGS INC COM 70450Y103 BBG0077VNXW5 50,565,274 709,987 SH   SOLE   596,522 0 113,465
PDC ENERGY INC COM 69327R101 BBG001S5V439 32,570,953 513,090 SH   SOLE   413,540 0 99,550
PEPSICO INC COM 713448108 BBG001S695T1 7,592,237 42,025 SH   SOLE   28,005 0 14,020
PLANET FITNESS INC CL A 72703H101 BBG009H04M26 14,003,312 177,707 SH   SOLE   144,133 0 33,574
PRIMERICA INC COM 74164M108 BBG001T5ZSQ6 25,660,060 180,934 SH   SOLE   146,714 0 34,220
PROCORE TECHNOLOGIES INC COM 74275K108 BBG0026ZJ313 41,164,408 872,497 SH   SOLE   792,077 0 80,420
PROGRESSIVE CORP COM 743315103 BBG001S5V509 106,842,386 823,702 SH   SOLE   707,002 0 116,700
PROMETHEUS BIOSCIENCES INC COM 74349U108 BBG00PPP6G63 34,999,140 318,174 SH   SOLE   277,544 0 40,630
QUALCOMM INC COM 747525103 BBG001S6VS70 22,425,561 203,980 SH   SOLE   186,380 0 17,600
QUEST DIAGNOSTICS INC COM 74834L100 BBG001S9GX43 66,482,933 424,974 SH   SOLE   314,614 0 110,360
RANPAK HOLDINGS CORP COM CL A 75321W103 BBG00JRXX6Z8 15,309,512 2,653,295 SH   SOLE   2,298,855 0 354,440
RAYMOND JAMES FINL INC COM 754730109 BBG001S5VQ03 4,284,151 40,095 SH   SOLE   40,095 0 0
RED ROCK RESORTS INC CL A 75700L108 BBG00B6G8068 63,412,649 1,584,920 SH   SOLE   1,437,240 0 147,680
REPLIGEN CORP COM 759916109 BBG001S5VNT9 34,009,300 200,870 SH   SOLE   181,930 0 18,940
RINGCENTRAL INC CL A 76680R206 BBG001SHXFM5 34,487,530 974,224 SH   SOLE   884,374 0 89,850
ROCKET PHARMACEUTICALS INC COM 77313F106 BBG001T92156 56,861,711 2,905,555 SH   SOLE   2,596,016 0 309,539
ROCKWELL AUTOMATION INC COM 773903109 BBG001S5VRF5 83,785,203 325,291 SH   SOLE   243,211 0 82,080
S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 41,925,110 125,172 SH   SOLE   103,254 0 21,918
SAIA INC COM 78709Y105 BBG001SL4QM4 118,739,687 566,290 SH   SOLE   499,710 0 66,580
SALESFORCE INC COM 79466L302 BBG001SDLP09 74,895,450 564,865 SH   SOLE   487,910 0 76,955
SAMSARA INC COM CL A 79589L106 BBG0099PW5Q0 31,708,942 2,551,001 SH   SOLE   2,089,429 0 461,572
SAREPTA THERAPEUTICS INC COM 803607100 BBG001S6KJC6 97,404,768 751,696 SH   SOLE   627,886 0 123,810
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 BBG00JPGYWV3 25,282,201 626,107 SH   SOLE   507,717 0 118,390
SERVICENOW INC COM 81762P102 BBG001T4JFC0 127,326,158 327,932 SH   SOLE   287,997 0 39,935
SHIFT4 PMTS INC CL A 82452J109 BBG00TX393M3 48,269,324 863,031 SH   SOLE   698,161 0 164,870
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 BBG001SP0YQ8 1,538,313 23,670 SH   SOLE   23,670 0 0
SITIME CORP COM 82982T106 BBG00QNSY276 18,681,618 183,838 SH   SOLE   149,068 0 34,770
SMARTSHEET INC COM CL A 83200N103 BBG00GQK3WC4 56,331,205 1,431,179 SH   SOLE   1,213,439 0 217,740
SNOWFLAKE INC CL A 833445109 BBG007DHGNK2 517,031 3,602 SH   SOLE   3,602 0 0
SPDR SER TR S&P OILGAS EXP 78468R556 BBG001SB12P9 599,231 4,410 SH   SOLE   4,410 0 0
SPIRIT RLTY CAP INC NEW COM NEW 84860W300 BBG0027Z6XS1 64,466,386 1,614,485 SH   SOLE   1,396,085 0 218,400
SPLUNK INC COM 848637104 BBG001TWMNG3 520,672 6,048 SH   SOLE   640 0 5,408
STEPSTONE GROUP INC COM CL A 85914M107 BBG00WXXV0W0 20,046,956 796,146 SH   SOLE   644,090 0 152,056
SUN CMNTYS INC COM 866674104 BBG001S7HRC0 115,596,910 808,370 SH   SOLE   678,740 0 129,630
SYNAPTICS INC COM 87157D109 BBG001SCDXM9 69,793,389 733,432 SH   SOLE   647,502 0 85,930
TAPESTRY INC COM 876030107 BBG001SFH7D5 126,459,377 3,320,887 SH   SOLE   2,740,416 0 580,471
TARGET CORP COM 87612E106 BBG001SC0K41 65,274,602 437,967 SH   SOLE   355,465 0 82,502
TELEDYNE TECHNOLOGIES INC COM 879360105 BBG001SDK336 108,286,830 270,778 SH   SOLE   225,405 0 45,373
TENABLE HLDGS INC COM 88025T102 BBG00LBLCDR3 68,315,548 1,790,709 SH   SOLE   1,576,609 0 214,100
TERRENO RLTY CORP COM 88146M101 BBG001T60PW1 502,731 8,840 SH   SOLE   8,840 0 0
TESLA INC COM 88160R101 BBG001SQKGD7 59,454,059 482,660 SH   SOLE   431,930 0 50,730
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 104,317,207 189,430 SH   SOLE   168,251 0 21,179
TIMKEN CO COM 887389104 BBG001S5WQK0 3,379,439 47,820 SH   SOLE   47,820 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 BBG001S5SBV6 6,522,732 38,805 SH   SOLE   27,045 0 11,760
TRANSDIGM GROUP INC COM 893641100 BBG001SPV1C1 238,741,242 379,165 SH   SOLE   317,672 0 61,493
TRANSUNION COM 89400J107 BBG002Q7J607 41,468,871 730,729 SH   SOLE   663,489 0 67,240
UMH PPTYS INC COM 903002103 BBG001S7JRQ3 19,949,108 1,239,075 SH   SOLE   1,016,395 0 222,680
UNION PAC CORP COM 907818108 BBG001S5X2M0 103,453,000 499,604 SH   SOLE   426,697 0 72,907
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 199,236,872 375,791 SH   SOLE   327,572 0 48,219
VAIL RESORTS INC COM 91879Q109 BBG001S5TFD6 64,090,647 268,893 SH   SOLE   199,640 0 69,253
VENTAS INC COM 92276F100 BBG001S9T7M6 200,112 4,442 SH   SOLE   4,442 0 0
VISA INC COM CL A 92826C839 BBG001SRCFY3 227,846,029 1,096,679 SH   SOLE   955,591 0 141,088
VISTEON CORP COM NEW 92839U206 BBG001TCM086 47,234,732 361,039 SH   SOLE   324,136 0 36,903
VULCAN MATLS CO COM 929160109 BBG001S5X8R2 75,480,815 431,048 SH   SOLE   347,948 0 83,100
WASTE CONNECTIONS INC COM 94106B101 BBG001SKJ4K1 47,465,494 358,068 SH   SOLE   266,478 0 91,590
WESCO INTL INC COM 95082P105 BBG001SCRP78 174,253,861 1,391,804 SH   SOLE   1,148,214 0 243,590
WEX INC COM 96208T104 BBG001SCJLG6 9,174,383 56,061 SH   SOLE   45,484 0 10,577
WILLIAMS COS INC COM 969457100 BBG001S5XH10 767,557 23,330 SH   SOLE   23,330 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 BBG00B0FS9V7 108,146,556 2,394,212 SH   SOLE   2,078,636 0 315,576
WINGSTOP INC COM 974155103 BBG008N298X9 35,810,375 260,212 SH   SOLE   211,912 0 48,300
WNS HLDGS LTD SPON ADR 92932M101 BBG001SBK8N7 25,157,015 314,502 SH   SOLE   254,101 0 60,401
WORKDAY INC CL A 98138H101 BBG001T21KQ7 84,577,952 505,456 SH   SOLE   435,994 0 69,462
WORLD WRESTLING ENTMT INC CL A 98156Q108 BBG001S7W1P6 323,414 4,720 SH   SOLE   4,720 0 0
ZSCALER INC COM 98980G102 BBG003338H61 30,311,024 270,876 SH   SOLE   198,557 0 72,319