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
ADVANCED DRAIN SYS INC DEL COM 00790R104   22,107,693 128,354 SH   SOLE   102,517 0 25,837
ADVANCED MICRO DEVICES INC COM 007903107   1,141,978,279 6,327,100 SH   SOLE   5,416,627 0 910,473
AERCAP HOLDINGS NV SHS N00985106   295,226,230 3,396,919 SH   SOLE   2,648,889 0 748,030
AGILENT TECHNOLOGIES INC COM 00846U101   41,946,313 288,271 SH   SOLE   288,271 0 0
AGILYSYS INC COM 00847J105   93,740,682 1,112,517 SH   SOLE   890,843 0 221,674
AIRBNB INC COM CL A 009066101   413,715,556 2,507,975 SH   SOLE   2,306,143 0 201,832
AKERO THERAPEUTICS INC COM 00973Y108   7,677,019 303,920 SH   SOLE   244,069 0 59,851
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   15,596,330 215,538 SH   SOLE   215,538 0 0
ALKERMES PLC SHS G01767105   55,927,161 2,066,020 SH   SOLE   1,655,333 0 410,687
ALLEGRO MICROSYSTEMS INC COM 01749D105   43,569,625 1,616,084 SH   SOLE   1,279,790 0 336,294
ALLIANT ENERGY CORP COM 018802108   51,368,940 1,019,225 SH   SOLE   742,118 0 277,107
ALLSTATE CORP COM 020002101   33,804,770 195,392 SH   SOLE   195,392 0 0
ALPHABET INC CAP STK CL C 02079K107   190,848,470 1,253,438 SH   SOLE   1,253,438 0 0
ALPHABET INC CAP STK CL A 02079K305   1,742,551,901 11,545,431 SH   SOLE   10,579,568 0 965,863
ALPHATEC HLDGS INC COM NEW 02081G201   17,386,253 1,260,787 SH   SOLE   1,009,680 0 251,107
ALTRIA GROUP INC COM 02209S103   84,024,857 1,926,292 SH   SOLE   1,926,292 0 0
AMAZON COM INC COM 023135106   1,495,058,526 8,288,383 SH   SOLE   7,018,959 0 1,269,424
AMERICAN EXPRESS CO COM 025816109   1,103,478,865 4,846,409 SH   SOLE   4,578,834 0 267,575
ANALOG DEVICES INC COM 032654105   107,442,099 543,213 SH   SOLE   392,897 0 150,316
AON PLC SHS CL A G0403H108   85,593,173 256,482 SH   SOLE   197,911 0 58,571
APPFOLIO INC COM CL A 03783C100   21,511,287 87,182 SH   SOLE   69,671 0 17,511
ARAMARK COM 03852U106   14,421,709 443,472 SH   SOLE   443,472 0 0
ARCH CAP GROUP LTD ORD G0450A105   2,282,443,158 24,691,077 SH   SOLE   23,924,968 0 766,109
ARGENX SE SPONSORED ADR 04016X101   1,255,809,312 3,189,600 SH   SOLE   2,724,231 0 465,369
ARIS MNG CORP COM 04040Y109   428,081 161,000 SH   SOLE   161,000 0 0
ARISTA NETWORKS INC COM 040413106   619,461,946 2,136,223 SH   SOLE   1,889,033 0 247,190
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101   857,426,263 5,671,934 SH   SOLE   4,890,824 0 781,110
ASML HOLDING N V N Y REGISTRY SHS N07059210   167,581,730 172,681 SH   SOLE   162,193 0 10,488
ASTERA LABS INC COM 04626A103   33,955,428 457,682 SH   SOLE   367,123 0 90,559
ASTRAZENECA PLC SPONSORED ADR 046353108   14,775,123 218,083 SH   SOLE   135,790 0 82,293
ATLASSIAN CORPORATION CL A 049468101   985,826,639 5,052,671 SH   SOLE   4,458,219 0 594,452
ATMOS ENERGY CORP COM 049560105   259,731 2,185 SH   SOLE   2,185 0 0
ATMUS FILTRATION TECHNOLOGIE COM 04956D107   52,317,950 1,622,262 SH   SOLE   1,622,262 0 0
AUTONATION INC COM 05329W102   47,069,261 284,269 SH   SOLE   206,695 0 77,574
AUTOZONE INC COM 053332102   109,002,967 34,586 SH   SOLE   32,872 0 1,714
AVANTOR INC COM 05352A100   48,374,323 1,891,839 SH   SOLE   1,891,839 0 0
AVIDITY BIOSCIENCES INC COM 05370A108   59,372,306 2,326,501 SH   SOLE   1,860,936 0 465,565
AXALTA COATING SYS LTD COM G0750C108   14,851,700 431,861 SH   SOLE   431,861 0 0
BANK AMERICA CORP COM 060505104   112,170,242 2,958,076 SH   SOLE   2,958,076 0 0
BANK NEW YORK MELLON CORP COM 064058100   996,843,747 17,300,308 SH   SOLE   16,330,119 0 970,189
BAXTER INTL INC COM 071813109   188,586,147 4,412,404 SH   SOLE   3,963,236 0 449,168
BEIGENE LTD SPONSORED ADR 07725L102   22,665,603 144,930 SH   SOLE   116,133 0 28,797
BENTLEY SYS INC COM CL B 08265T208   275,873,456 5,282,908 SH   SOLE   4,566,589 0 716,319
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   1,182,364,730 2,811,673 SH   SOLE   2,710,292 0 101,381
BIO RAD LABS INC CL A 090572207   62,201,261 179,840 SH   SOLE   130,267 0 49,573
BIO-TECHNE CORP COM 09073M104   20,561,271 292,105 SH   SOLE   292,105 0 0
BOOKING HOLDINGS INC COM 09857L108   116,034,114 31,984 SH   SOLE   31,984 0 0
BORGWARNER INC COM 099724106   29,268,242 842,494 SH   SOLE   612,587 0 229,907
BOSTON SCIENTIFIC CORP COM 101137107   1,107,997,660 16,177,510 SH   SOLE   13,793,094 0 2,384,416
CABALETTA BIO INC COM 12674W109   5,711,910 334,813 SH   SOLE   268,543 0 66,270
CABLE ONE INC COM 12685J105   54,454,292 128,694 SH   SOLE   93,366 0 35,328
CABLE ONE INC NOTE3/1 12685JAE5   92,326 106,000 PRN   SOLE   0 0 0
CABLE ONE INC NOTE 1.125% 3/1 12685JAG0   72,856 97,000 PRN   SOLE   0 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   94,819,623 304,612 SH   SOLE   304,612 0 0
CAE INC COM 124765108   161,081,296 7,799,227 SH   SOLE   6,054,435 0 1,744,792
CALIX INC COM 13100M509   40,400,387 1,218,347 SH   SOLE   975,835 0 242,512
CANADIAN NATL RY CO COM 136375102   239,043,070 1,814,500 SH   SOLE   1,400,700 0 413,800
CANADIAN PACIFIC KANSAS CITY COM 13646K108   514,379,682 5,831,960 SH   SOLE   4,793,897 0 1,038,063
CAVA GROUP INC COM 148929102   23,262,764 332,088 SH   SOLE   234,029 0 98,059
CCC INTELLIGENT SOLUTIONS HL COM 12510Q100   56,471,819 4,721,724 SH   SOLE   3,771,012 0 950,712
CELSIUS HLDGS INC COM NEW 15118V207   236,998,710 2,858,161 SH   SOLE   2,592,420 0 265,741
CENTENE CORP DEL COM 15135B101   68,101,255 867,753 SH   SOLE   630,494 0 237,259
CHART INDS INC COM 16115Q308   10,091,241 61,263 SH   SOLE   49,006 0 12,257
CHECK POINT SOFTWARE TECH LT ORD M22465104   36,573,574 222,996 SH   SOLE   222,996 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   1,346,357,729 463,180 SH   SOLE   417,648 0 45,532
CITIGROUP INC COM NEW 172967424   708,166,706 11,198,082 SH   SOLE   10,577,341 0 620,741
CLEARWATER ANALYTICS HLDGS I CL A 185123106   68,488,038 3,871,568 SH   SOLE   2,650,243 0 1,221,325
CME GROUP INC COM 12572Q105   105,646,463 490,717 SH   SOLE   490,717 0 0
CNH INDL N V SHS N20944109   422,043,087 32,565,053 SH   SOLE   31,735,205 0 829,848
COCA COLA CO COM 191216100   131,161,171 2,143,857 SH   SOLE   2,143,857 0 0
COMCAST CORP NEW CL A 20030N101   135,864,405 3,134,127 SH   SOLE   3,134,127 0 0
CONFLUENT INC CLASS A COM 20717M103   15,736,387 515,609 SH   SOLE   415,311 0 100,298
COPA HOLDINGS SA CL A P31076105   7,542,434 72,412 SH   SOLE   41,839 0 30,573
CORE & MAIN INC CL A 21874C102   79,965,025 1,396,769 SH   SOLE   1,396,769 0 0
COREBRIDGE FINL INC COM 21871X109   58,934,108 2,051,309 SH   SOLE   1,492,453 0 558,856
COSTAR GROUP INC COM 22160N109   550,911,732 5,703,020 SH   SOLE   5,116,175 0 586,845
CREDICORP LTD COM G2519Y108   17,248,821 101,805 SH   SOLE   58,714 0 43,091
CRH PLC ORD G25508105   317,475,358 3,680,447 SH   SOLE   3,094,305 0 586,142
CROCS INC COM 227046109   39,446,497 274,315 SH   SOLE   218,765 0 55,550
CROWDSTRIKE HLDGS INC CL A 22788C105   163,846,817 511,079 SH   SOLE   511,079 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   123,832,722 466,185 SH   SOLE   371,667 0 94,518
DANAHER CORPORATION COM 235851102   513,953,976 2,058,121 SH   SOLE   1,820,617 0 237,504
DANAHER CORPORATION COM 235851102   71,819,472 287,600 SH Put SOLE   287,600 0 0
DATADOG INC CL A COM 23804L103   235,456,888 1,904,991 SH   SOLE   1,820,730 0 84,261
DAYFORCE INC COM 15677J108   254,337,174 3,841,371 SH   SOLE   3,310,568 0 530,803
DECKERS OUTDOOR CORP COM 243537107   142,615,950 151,516 SH   SOLE   144,437 0 7,079
DENALI THERAPEUTICS INC COM 24823R105   7,506,873 365,832 SH   SOLE   289,108 0 76,724
DENTSPLY SIRONA INC COM 24906P109   64,791,128 1,952,128 SH   SOLE   1,414,022 0 538,106
DESCARTES SYS GROUP INC COM 249906108   42,189,325 461,035 SH   SOLE   368,435 0 92,600
DESPEGAR COM CORP ORD SHS G27358103   24,861,539 2,078,724 SH   SOLE   2,078,724 0 0
DEXCOM INC COM 252131107   800,176,805 5,769,119 SH   SOLE   5,248,785 0 520,334
DISC MEDICINE INC COM 254604101   6,806,201 109,319 SH   SOLE   87,859 0 21,460
DISNEY WALT CO COM 254687106   90,118,507 736,503 SH   SOLE   736,503 0 0
DOLLAR GEN CORP NEW COM 256677105   126,596,496 811,204 SH   SOLE   742,254 0 68,950
DOMINOS PIZZA INC COM 25754A201   189,360,471 381,099 SH   SOLE   362,972 0 18,127
DOORDASH INC CL A 25809K105   181,404,784 1,317,200 SH   SOLE   1,254,518 0 62,682
DRAFTKINGS INC NEW COM CL A 26142V105   65,621,628 1,445,092 SH   SOLE   1,445,092 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   34,616,043 762,300 SH Put SOLE   762,300 0 0
DUOLINGO INC CL A COM 26603R106   38,337,686 173,804 SH   SOLE   138,622 0 35,182
DUTCH BROS INC CL A 26701L100   15,150,993 459,121 SH   SOLE   369,318 0 89,803
E L F BEAUTY INC COM 26856L103   19,491,655 99,432 SH   SOLE   79,261 0 20,171
EATON CORP PLC SHS G29183103   316,705,130 1,012,873 SH   SOLE   874,905 0 137,968
ECOLAB INC COM 278865100   230,050,288 996,320 SH   SOLE   858,665 0 137,655
EDWARDS LIFESCIENCES CORP COM 28176E108   69,151,994 723,650 SH   SOLE   689,185 0 34,465
ELECTRONIC ARTS INC COM 285512109   122,089,302 920,248 SH   SOLE   821,307 0 98,941
ELEVANCE HEALTH INC COM 036752103   1,230,116,367 2,372,269 SH   SOLE   2,240,066 0 132,203
ELI LILLY & CO COM 532457108   33,975,069 43,672 SH   SOLE   43,672 0 0
EOG RES INC COM 26875P101   126,349,513 988,341 SH   SOLE   988,341 0 0
EQUIFAX INC COM 294429105   197,952,227 739,953 SH   SOLE   670,613 0 69,340
ERMENEGILDO ZEGNA N V ORD SHS N30577105   55,053,440 3,757,914 SH   SOLE   3,014,727 0 743,187
ETSY INC COM 29786A106   105,055,906 1,528,753 SH   SOLE   1,402,262 0 126,491
EVERGY INC COM 30034W106   229,961 4,308 SH   SOLE   4,308 0 0
EXACT SCIENCES CORP COM 30063P105   214,909,955 3,111,931 SH   SOLE   2,834,260 0 277,671
EXPEDIA GROUP INC COM NEW 30212P303   535,455,326 3,887,153 SH   SOLE   3,549,760 0 337,393
EXPEDITORS INTL WASH INC COM 302130109   54,165,149 445,547 SH   SOLE   323,617 0 121,930
FABRINET SHS G3323L100   109,548,242 579,559 SH   SOLE   463,681 0 115,878
FEDEX CORP COM 31428X106   77,258,881 266,649 SH   SOLE   266,649 0 0
FERGUSON PLC NEW SHS G3421J106   8,688,709 39,778 SH   SOLE   39,778 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   41,250,459 556,086 SH   SOLE   556,086 0 0
FIFTH THIRD BANCORP COM 316773100   61,967,115 1,665,335 SH   SOLE   1,210,352 0 454,983
FIRST CTZNS BANCSHARES INC N CL A 31946M103   116,519,910 71,266 SH   SOLE   51,731 0 19,535
FISERV INC COM 337738108   105,155,007 657,959 SH   SOLE   657,959 0 0
FIVE BELOW INC COM 33829M101   157,630,103 869,060 SH   SOLE   797,897 0 71,163
FLEX LTD ORD Y2573F102   60,079,512 2,099,948 SH   SOLE   1,769,977 0 329,971
FLOOR & DECOR HLDGS INC CL A 339750101   37,551,951 289,708 SH   SOLE   230,717 0 58,991
FORTIVE CORP COM 34959J108   277,295,104 3,223,612 SH   SOLE   3,070,895 0 152,717
GALLAGHER ARTHUR J & CO COM 363576109   192,536,051 770,021 SH   SOLE   733,511 0 36,510
GARMIN LTD SHS H2906T109   1,086,572,951 7,298,804 SH   SOLE   7,111,338 0 187,466
GENERAL ELECTRIC CO COM 369604137   164,740,043 1,120,071 SH   SOLE   1,120,071 0 0
GENTEX CORP COM 371901109   51,834,150 1,435,054 SH   SOLE   1,043,123 0 391,931
GITLAB INC CLASS A COM 37637K108   16,361,151 280,541 SH   SOLE   225,797 0 54,744
GLAUKOS CORP COM 377322102   115,308,750 1,222,916 SH   SOLE   979,304 0 243,612
GLOBAL PMTS INC COM 37940X102   157,545,443 1,178,703 SH   SOLE   1,122,598 0 56,105
GLOBANT S A COM L44385109   9,745,309 48,268 SH   SOLE   27,836 0 20,432
GLOBE LIFE INC COM 37959E102   80,474,277 691,538 SH   SOLE   502,187 0 189,351
GODADDY INC CL A 380237107   76,644,019 645,804 SH   SOLE   584,262 0 61,542
GOLD FIELDS LTD SPONSORED ADR 38059T106   9,381,218 590,385 SH   SOLE   341,827 0 248,558
GOLDMAN SACHS GROUP INC COM 38141G104   120,143,516 287,638 SH   SOLE   287,638 0 0
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109   102,463,569 32,631,710 SH   SOLE   32,631,710 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100   175,225,009 1,501,371 SH   SOLE   1,113,679 0 387,692
HALOZYME THERAPEUTICS INC COM 40637H109   154,227,236 3,791,230 SH   SOLE   3,122,709 0 668,521
HARLEY DAVIDSON INC COM 412822108   15,660,145 358,028 SH   SOLE   358,028 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   117,152,990 2,093,139 SH   SOLE   2,093,139 0 0
HENRY SCHEIN INC COM 806407102   458,238,292 6,067,774 SH   SOLE   5,618,650 0 449,124
HUBBELL INC COM 443510607   238,874,972 575,533 SH   SOLE   523,802 0 51,731
HUBSPOT INC COM 443573100   377,441,624 602,403 SH   SOLE   556,181 0 46,222
HUMANA INC COM 444859102   101,355,617 292,327 SH   SOLE   292,327 0 0
IAC INC COM NEW 44891N208   49,690,424 931,579 SH   SOLE   677,104 0 254,475
ICICI BANK LIMITED ADR 45104G104   7,223,214 273,503 SH   SOLE   17,941 0 255,562
IDACORP INC COM 451107106   201,757 2,172 SH   SOLE   2,172 0 0
ILLUMINA INC COM 452327109   60,303,666 439,147 SH   SOLE   418,328 0 20,819
IMMATICS N.V SHS N44445109   7,240,865 688,950 SH   SOLE   553,456 0 135,494
IMMUNOCORE HLDGS PLC ADS 45258D105   8,229,650 126,610 SH   SOLE   101,493 0 25,117
INFOSYS LTD SPONSORED ADR 456788108   234,255 13,065 SH   SOLE   13,065 0 0
INGERSOLL RAND INC COM 45687V106   970,340,481 10,219,489 SH   SOLE   8,968,278 0 1,251,211
INSPIRE MED SYS INC COM 457730109   64,689,163 301,174 SH   SOLE   240,620 0 60,554
INSULET CORP COM 45784P101   30,886,109 180,199 SH   SOLE   144,575 0 35,624
INTER PARFUMS INC COM 458334109   15,107,635 107,520 SH   SOLE   85,938 0 21,582
INTUIT COM 461202103   781,379,300 1,202,122 SH   SOLE   1,036,791 0 165,331
INTUITIVE SURGICAL INC COM NEW 46120E602   29,623,253 74,227 SH   SOLE   74,227 0 0
IONIS PHARMACEUTICALS INC COM 462222100   18,065,202 416,729 SH   SOLE   333,568 0 83,161
IOVANCE BIOTHERAPEUTICS INC COM 462260100   76,148,450 5,138,222 SH   SOLE   4,070,112 0 1,068,110
IPG PHOTONICS CORP COM 44980X109   12,813,227 141,286 SH   SOLE   113,073 0 28,213
IRHYTHM TECHNOLOGIES INC COM 450056106   248,813,272 2,144,942 SH   SOLE   1,850,286 0 294,656
ISHARES TR INDIA 50 ETF 464289529   224,357 4,448 SH   SOLE   4,448 0 0
JABIL INC COM 466313103   214,718,501 1,602,975 SH   SOLE   1,525,782 0 77,193
JOHN BEAN TECHNOLOGIES CORP COM 477839104   13,714,368 130,750 SH   SOLE   103,715 0 27,035
JONES LANG LASALLE INC COM 48020Q107   9,829,415 50,384 SH   SOLE   42,046 0 8,338
KANZHUN LIMITED SPONSORED ADS 48553T106   70,467,392 4,019,817 SH   SOLE   4,019,817 0 0
KASPI KZ JSC SPONSORED ADS 48581R205   22,759,632 176,925 SH   SOLE   102,041 0 74,884
KE HLDGS INC SPONSORED ADS 482497104   89,469,746 6,516,369 SH   SOLE   6,516,369 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   108,831,879 695,945 SH   SOLE   663,180 0 32,765
KINGSOFT CLOUD HLDGS LTD ADS 49639K101   2,090,760 687,750 SH   SOLE   390,731 0 297,019
KORNIT DIGITAL LTD SHS M6372Q113   66,662,338 3,678,937 SH   SOLE   2,931,182 0 747,755
KROGER CO COM 501044101   62,798,153 1,099,215 SH   SOLE   798,202 0 301,013
LAM RESEARCH CORP COM 512807108   486,112,419 500,337 SH   SOLE   472,376 0 27,961
LAMAR ADVERTISING CO NEW CL A 512816109   82,244,115 688,754 SH   SOLE   501,462 0 187,292
LANTHEUS HLDGS INC COM 516544103   6,301,738 101,249 SH   SOLE   81,273 0 19,976
LATTICE SEMICONDUCTOR CORP COM 518415104   668,926,424 8,550,766 SH   SOLE   7,609,247 0 941,519
LAUDER ESTEE COS INC CL A 518439104   111,029,312 720,268 SH   SOLE   720,268 0 0
LEGEND BIOTECH CORP SPONSORED ADS 52490G102   27,601,833 492,099 SH   SOLE   395,644 0 96,455
LIBERTY GLOBAL LTD COM CL A G61188101   208,864,084 12,344,213 SH   SOLE   12,060,200 0 284,013
LIBERTY GLOBAL LTD COM CL C G61188127   126,112,717 7,149,247 SH   SOLE   6,952,917 0 196,330
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   111,730,773 1,703,213 SH   SOLE   1,619,608 0 83,605
LIGHTSPEED COMMERCE INC SUB VTG SHS 53229C107   70,571,052 5,015,731 SH   SOLE   3,998,723 0 1,017,008
LINDE PLC SHS G54950103   1,210,843,017 2,607,777 SH   SOLE   2,120,796 0 486,981
LIVE NATION ENTERTAINMENT IN COM 538034109   249,797,644 2,361,706 SH   SOLE   2,161,490 0 200,216
LKQ CORP COM 501889208   62,072,621 1,162,191 SH   SOLE   845,146 0 317,045
LOWES COS INC COM 548661107   4,977,934 19,542 SH   SOLE   19,542 0 0
LUXFER HLDGS PLC SHS G5698W116   5,502,944 530,660 SH   SOLE   530,660 0 0
M & T BK CORP COM 55261F104   56,062,611 385,469 SH   SOLE   280,373 0 105,096
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100   194,622,809 2,034,952 SH   SOLE   1,596,382 0 438,570
MADRIGAL PHARMACEUTICALS INC COM 558868105   107,272,371 401,709 SH   SOLE   320,829 0 80,880
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109   212,804,697 2,995,140 SH   SOLE   2,995,140 0 0
MAPLEBEAR INC COM 565394103   90,178,407 2,418,300 SH Call SOLE   2,418,300 0 0
MAPLEBEAR INC COM 565394103   6,867,774 184,172 SH   SOLE   184,172 0 0
MARKETAXESS HLDGS INC COM 57060D108   45,745,636 208,646 SH   SOLE   154,167 0 54,479
MARRIOTT INTL INC NEW CL A 571903202   133,452,058 528,921 SH   SOLE   472,564 0 56,357
MARSH & MCLENNAN COS INC COM 571748102   710,296,077 3,448,374 SH   SOLE   3,253,898 0 194,476
MARVELL TECHNOLOGY INC COM 573874104   8,000,934 112,880 SH   SOLE   112,880 0 0
MARVELL TECHNOLOGY INC COM 573874104   97,460,000 1,375,000 SH Call SOLE   1,375,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104   45,005,124 93,455 SH   SOLE   93,455 0 0
MCDONALDS CORP COM 580135101   4,695,313 16,653 SH   SOLE   16,653 0 0
MEDTRONIC PLC SHS G5960L103   103,747,369 1,190,446 SH   SOLE   1,190,446 0 0
MERCADOLIBRE INC COM 58733R102   260,474,421 172,276 SH   SOLE   163,536 0 8,740
MERCK & CO INC COM 58933Y105   91,169,401 690,939 SH   SOLE   690,939 0 0
META PLATFORMS INC CL A 30303M102   1,340,563,043 2,760,746 SH   SOLE   2,628,671 0 132,075
METTLER TOLEDO INTERNATIONAL COM 592688105   37,217,543 27,956 SH   SOLE   27,956 0 0
MICRON TECHNOLOGY INC COM 595112103   24,445,435 207,358 SH   SOLE   207,358 0 0
MICROSOFT CORP COM 594918104   917,753,980 2,181,389 SH   SOLE   1,957,002 0 224,387
MODEL N INC COM 607525102   88,427,877 3,106,002 SH   SOLE   2,478,328 0 627,674
MOELIS & CO CL A 60786M105   61,125,111 1,076,715 SH   SOLE   783,190 0 293,525
MONDAY COM LTD SHS M7S64H106   122,587,329 542,734 SH   SOLE   492,508 0 50,226
MONOLITHIC PWR SYS INC COM 609839105   262,301,089 387,206 SH   SOLE   353,019 0 34,187
MORGAN STANLEY COM NEW 617446448   99,461,302 1,056,301 SH   SOLE   1,056,301 0 0
MSCI INC COM 55354G100   105,541,142 188,315 SH   SOLE   179,384 0 8,931
MYR GROUP INC DEL COM 55405W104   45,589,481 257,932 SH   SOLE   206,860 0 51,072
MYRIAD GENETICS INC COM 62855J104   54,786,772 2,569,736 SH   SOLE   2,056,642 0 513,094
NATERA INC COM 632307104   12,139,577 132,731 SH   SOLE   132,731 0 0
NETAPP INC COM 64110D104   37,896,794 361,025 SH   SOLE   262,607 0 98,418
NETEASE INC SPONSORED ADS 64110W102   7,183,922 69,430 SH   SOLE   69,430 0 0
NETFLIX INC COM 64110L106   944,834,213 1,555,718 SH   SOLE   1,368,444 0 187,274
NEWS CORP NEW CL A 65249B109   74,253,365 2,836,263 SH   SOLE   2,059,629 0 776,634
NEXTERA ENERGY INC COM 65339F101   119,488,501 1,869,637 SH   SOLE   1,612,697 0 256,940
NICE LTD SPONSORED ADR 653656108   368,387,934 1,413,506 SH   SOLE   1,127,683 0 285,823
NIO INC SPON ADS 62914V106   2,759,090 613,131 SH   SOLE   348,350 0 264,781
NNN REIT INC COM 637417106   54,439,861 1,273,745 SH   SOLE   926,516 0 347,229
NOAH HLDGS LTD SPON ADS 65487X102   2,680,426 234,508 SH   SOLE   112,880 0 121,628
NOKIA CORP SPONSORED ADR 654902204   380,965,189 107,617,285 SH   SOLE   104,833,525 0 2,783,760
NORTHROP GRUMMAN CORP COM 666807102   54,010,558 112,837 SH   SOLE   112,837 0 0
NOV INC COM 62955J103   69,040,210 3,536,896 SH   SOLE   2,568,456 0 968,440
NOVANTA INC COM 67000B104   94,990,816 543,519 SH   SOLE   440,255 0 103,264
NOVO-NORDISK A S ADR 670100205   112,158,042 873,505 SH   SOLE   633,024 0 240,481
NU HLDGS LTD ORD SHS CL A G6683N103   637,344,729 53,423,699 SH   SOLE   48,249,414 0 5,174,285
NVENT ELECTRIC PLC SHS G6700G107   74,473,937 987,718 SH   SOLE   725,893 0 261,825
NVIDIA CORPORATION COM 67066G104   344,244,614 380,987 SH   SOLE   380,987 0 0
NVIDIA CORPORATION COM 67066G104   125,233,416 138,600 SH Put SOLE   138,600 0 0
NVR INC COM 62944T105   179,689,513 22,184 SH   SOLE   21,129 0 1,055
NXP SEMICONDUCTORS N V COM N6596X109   72,264,846 291,661 SH   SOLE   291,661 0 0
OGE ENERGY CORP COM 670837103   58,489,183 1,705,224 SH   SOLE   1,240,664 0 464,560
OMNICOM GROUP INC COM 681919106   54,716,425 565,486 SH   SOLE   411,433 0 154,053
ON HLDG AG NAMEN AKT A H5919C104   66,609,431 1,882,686 SH   SOLE   1,424,199 0 458,487
ON SEMICONDUCTOR CORP COM 682189105   524,426,651 7,130,206 SH   SOLE   6,270,991 0 859,215
ONTO INNOVATION INC COM 683344105   31,975,287 176,581 SH   SOLE   140,770 0 35,811
OTIS WORLDWIDE CORP COM 68902V107   55,066,062 554,710 SH   SOLE   404,319 0 150,391
PAYCOR HCM INC COM 70435P102   22,298,069 1,147,020 SH   SOLE   907,433 0 239,587
PDD HOLDINGS INC SPONSORED ADS 722304102   6,296,565 54,164 SH   SOLE   54,164 0 0
PENUMBRA INC COM 70975L107   31,041,437 139,087 SH   SOLE   110,564 0 28,523
PHILIP MORRIS INTL INC COM 718172109   98,064,642 1,070,341 SH   SOLE   1,070,341 0 0
PNC FINL SVCS GROUP INC COM 693475105   111,027,280 687,050 SH   SOLE   687,050 0 0
POOL CORP COM 73278L105   86,502,330 214,380 SH   SOLE   185,300 0 29,080
PPL CORP COM 69351T106   317,228 11,523 SH   SOLE   11,523 0 0
PROCEPT BIOROBOTICS CORP COM 74276L105   17,485,438 353,813 SH   SOLE   282,831 0 70,982
PROCORE TECHNOLOGIES INC COM 74275K108   60,844,913 740,476 SH   SOLE   590,287 0 150,189
PROGRESSIVE CORP COM 743315103   1,088,200,596 5,261,583 SH   SOLE   4,924,106 0 337,477
PUBLIC STORAGE COM 74460D109   44,679,392 154,035 SH   SOLE   112,271 0 41,764
QUANTA SVCS INC COM 74762E102   664,366,535 2,557,223 SH   SOLE   2,254,557 0 302,666
RADWARE LTD ORD M81873107   43,413,870 2,319,117 SH   SOLE   1,848,240 0 470,877
RAMBUS INC DEL COM 750917106   29,184,704 472,168 SH   SOLE   375,541 0 96,627
REDWOOD TRUST INC NOTE 7.750% 6/1 758075AF2   210,769 215,000 PRN   SOLE   0 0 0
REPLIGEN CORP COM 759916109   206,105,534 1,120,626 SH   SOLE   1,008,068 0 112,558
RHYTHM PHARMACEUTICALS INC COM 76243J105   11,760,672 271,421 SH   SOLE   218,154 0 53,267
ROBLOX CORP CL A 771049103   164,863,493 4,318,059 SH   SOLE   3,923,521 0 394,538
RXSIGHT INC COM 78349D107   97,782,321 1,895,741 SH   SOLE   1,515,641 0 380,100
RYAN SPECIALTY HOLDINGS INC CL A 78351F107   108,773,340 1,959,880 SH   SOLE   1,867,459 0 92,421
S&P GLOBAL INC COM 78409V104   435,706,749 1,024,108 SH   SOLE   908,680 0 115,428
SAIA INC COM 78709Y105   469,552,005 802,653 SH   SOLE   711,027 0 91,626
SALESFORCE INC COM 79466L302   6,180,816 20,522 SH   SOLE   20,522 0 0
SCHLUMBERGER LTD COM STK 806857108   124,351,777 2,268,779 SH   SOLE   2,268,779 0 0
SCHWAB CHARLES CORP COM 808513105   939,906,241 12,992,898 SH   SOLE   12,283,161 0 709,737
SEA LTD SPONSORD ADS 81141R100   220,159,438 4,099,040 SH   SOLE   3,998,999 0 100,041
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102   347,236,684 9,451,189 SH   SOLE   9,208,503 0 242,686
SHARKNINJA INC COM SHS G8068L108   56,472,301 906,603 SH   SOLE   796,367 0 110,236
SHIFT4 PMTS INC CL A 82452J109   26,650,788 403,372 SH   SOLE   321,497 0 81,875
SHOCKWAVE MED INC COM 82489T104   498,166,032 1,529,853 SH   SOLE   1,336,052 0 193,801
SHOPIFY INC CL A 82509L107   503,517,890 6,524,788 SH   SOLE   5,873,037 0 651,751
SMARTSHEET INC COM CL A 83200N103   19,258,316 500,216 SH   SOLE   396,199 0 104,017
SNOWFLAKE INC CL A 833445109   94,145,413 582,583 SH   SOLE   582,583 0 0
SOUTHWEST AIRLS CO COM 844741108   314,594,408 10,777,472 SH   SOLE   10,181,989 0 595,483
SPDR S&P 500 ETF TR TR UNIT 78462F103   76,158,992 145,600 SH Put SOLE   145,600 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   427,161,471 1,618,649 SH   SOLE   1,482,654 0 135,995
SPROUT SOCIAL INC COM CL A 85209W109   32,323,292 541,338 SH   SOLE   432,457 0 108,881
SPX TECHNOLOGIES INC COM 78473E103   101,031,490 820,527 SH   SOLE   653,482 0 167,045
STAAR SURGICAL CO COM PAR $0.01 852312305   17,965,416 469,316 SH   SOLE   374,960 0 94,356
STEVANATO GROUP S P A ORD SHS T9224W109   44,889,186 1,398,417 SH   SOLE   1,203,265 0 195,152
STRYKER CORPORATION COM 863667101   5,334,768 14,907 SH   SOLE   14,907 0 0
SUNCOR ENERGY INC NEW COM 867224107   899,824,394 24,371,219 SH   SOLE   23,743,719 0 627,500
SYNOPSYS INC COM 871607107   319,395,920 558,873 SH   SOLE   532,445 0 26,428
SYSCO CORP COM 871829107   48,058,722 592,002 SH   SOLE   430,737 0 161,265
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   770,112,386 5,660,510 SH   SOLE   4,959,870 0 700,640
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   98,490,596 663,281 SH   SOLE   631,799 0 31,482
TARSUS PHARMACEUTICALS INC COM 87650L103   22,807,081 627,430 SH   SOLE   501,493 0 125,937
TELEFONICA BRASIL SA NEW ADR 87936R205   182,915,337 18,164,383 SH   SOLE   17,696,879 0 467,504
TEXAS INSTRS INC COM 882508104   102,814,038 590,173 SH   SOLE   590,173 0 0
THE CIGNA GROUP COM 125523100   130,436,420 359,141 SH   SOLE   359,141 0 0
TRADEWEB MKTS INC CL A 892672106   283,935,336 2,725,692 SH   SOLE   2,448,143 0 277,549
TRANE TECHNOLOGIES PLC SHS G8994E103   22,328,876 74,380 SH   SOLE   74,380 0 0
TRANSDIGM GROUP INC COM 893641100   111,188,848 90,280 SH   SOLE   90,280 0 0
TREX CO INC COM 89531P105   351,745,233 3,526,268 SH   SOLE   3,080,887 0 445,381
TWIST BIOSCIENCE CORP COM 90184D100   159,252,404 4,641,574 SH   SOLE   3,938,106 0 703,468
TYLER TECHNOLOGIES INC COM 902252105   460,229,729 1,082,868 SH   SOLE   942,573 0 140,295
TYSON FOODS INC CL A 902494103   60,138,815 1,023,988 SH   SOLE   744,294 0 279,694
U HAUL HOLDING COMPANY COM 023586100   10,141,266 150,152 SH   SOLE   109,177 0 40,975
U HAUL HOLDING COMPANY COM SER N 023586506   89,855,434 1,347,562 SH   SOLE   978,783 0 368,779
UIPATH INC CL A 90364P105   72,856,143 3,213,769 SH   SOLE   2,567,676 0 646,093
UNITED PARCEL SERVICE INC CL B 911312106   101,781,378 684,797 SH   SOLE   684,797 0 0
US BANCORP DEL COM NEW 902973304   128,101,171 2,865,798 SH   SOLE   2,865,798 0 0
VAIL RESORTS INC COM 91879Q109   46,980,140 210,834 SH   SOLE   153,391 0 57,443
VALMONT INDS INC COM 920253101   16,726,076 73,270 SH   SOLE   58,914 0 14,356
VEEVA SYS INC CL A COM 922475108   1,216,610,909 5,251,029 SH   SOLE   4,657,056 0 593,973
VERACYTE INC COM 92337F107   68,249,764 3,079,863 SH   SOLE   2,455,385 0 624,478
VERISK ANALYTICS INC COM 92345Y106   123,757,071 524,995 SH   SOLE   500,166 0 24,829
VERTEX PHARMACEUTICALS INC COM 92532F100   231,110,205 552,882 SH   SOLE   474,534 0 78,348
VERTIV HOLDINGS CO COM CL A 92537N108   99,494,804 1,218,254 SH   SOLE   1,102,053 0 116,201
VISA INC COM CL A 92826C839   408,165,663 1,462,540 SH   SOLE   1,462,540 0 0
VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS 92837L109   17,176,383 415,089 SH   SOLE   239,399 0 175,690
VONTIER CORPORATION COM 928881101   107,208,360 2,363,500 SH   SOLE   1,737,643 0 625,857
VTEX SHS CL A G9470A102   5,718,371 699,923 SH   SOLE   404,114 0 295,809
WABTEC COM 929740108   118,519,421 813,560 SH   SOLE   735,008 0 78,552
WAFD INC COM 938824109   36,121,100 1,244,268 SH   SOLE   871,453 0 372,815
WARNER BROS DISCOVERY INC COM SER A 934423104   73,287,198 8,394,868 SH   SOLE   7,359,592 0 1,035,276
WATERS CORP COM 941848103   68,077,334 197,767 SH   SOLE   143,694 0 54,073
WESCO INTL INC COM 95082P105   18,311,202 106,908 SH   SOLE   85,968 0 20,940
WEST PHARMACEUTICAL SVSC INC COM 955306105   817,749,356 2,066,537 SH   SOLE   1,849,579 0 216,958
WESTERN DIGITAL CORP. COM 958102105   47,035,990 689,273 SH   SOLE   689,273 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103   980,929,400 3,567,016 SH   SOLE   3,475,032 0 91,984
WINGSTOP INC COM 974155103   188,680,978 514,959 SH   SOLE   451,782 0 63,177
WNS HLDGS LTD COM SHS G98196101   102,356,751 2,025,663 SH   SOLE   1,620,547 0 405,116
WOLFSPEED INC COM 977852102   90,651,966 3,072,948 SH   SOLE   2,458,122 0 614,826
WORKDAY INC CL A 98138H101   399,828,862 1,465,917 SH   SOLE   1,265,666 0 200,251
WORKIVA INC COM CL A 98139A105   98,861,112 1,165,815 SH   SOLE   839,949 0 325,866
XYLEM INC COM 98419M100   535,729,913 4,145,233 SH   SOLE   3,719,626 0 425,607
YANDEX N V SHS CLASS A N97284108   0 60,616 SH   SOLE   0 0 60,616
ZSCALER INC COM 98980G102   105,853,074 549,515 SH   SOLE   523,394 0 26,121