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 MICRO DEVICES INC COM 007903107   1,111,744,714 6,775,626 SH   SOLE   5,615,270 0 1,160,356
AERCAP HOLDINGS NV SHS N00985106   136,245,911 1,438,407 SH   SOLE   1,157,307 0 281,100
AGILYSYS INC COM 00847J105   88,601,437 813,081 SH   SOLE   673,873 0 139,208
AGIOS PHARMACEUTICALS INC COM 00847X104   17,409,540 391,842 SH   SOLE   324,759 0 67,083
AIRBNB INC COM CL A 009066101   179,472,544 1,415,287 SH   SOLE   1,415,287 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   14,244,806 134,233 SH   SOLE   134,233 0 0
ALKERMES PLC SHS G01767105   54,253,745 1,938,326 SH   SOLE   1,610,004 0 328,322
ALLEGRO MICROSYSTEMS INC COM 01749D105   35,371,614 1,518,095 SH   SOLE   1,149,055 0 369,040
ALLIANT ENERGY CORP COM 018802108   60,826,431 1,002,248 SH   SOLE   717,378 0 284,870
ALPHABET INC CAP STK CL C 02079K107   170,603,685 1,020,418 SH   SOLE   1,020,418 0 0
ALPHABET INC CAP STK CL A 02079K305   1,641,655,776 9,898,437 SH   SOLE   9,153,177 0 745,260
ALPHATEC HLDGS INC COM NEW 02081G201   6,725,665 1,209,652 SH   SOLE   1,009,649 0 200,003
ALTRIA GROUP INC COM 02209S103   79,304,217 1,553,766 SH   SOLE   1,553,766 0 0
AMAZON COM INC COM 023135106   1,132,473,679 6,077,785 SH   SOLE   5,037,825 0 1,039,960
AMERICAN EXPRESS CO COM 025816109   1,319,035,711 4,863,701 SH   SOLE   4,601,775 0 261,926
AMERICAN TOWER CORP NEW COM 03027X100   57,999,534 249,396 SH   SOLE   249,396 0 0
AMERICAN TOWER CORP NEW COM 03027X100   49,186,440 211,500 SH Put SOLE   211,500 0 0
ANALOG DEVICES INC COM 032654105   100,556,900 436,881 SH   SOLE   310,954 0 125,927
AON PLC SHS CL A G0403H108   383,130,989 1,107,347 SH   SOLE   1,053,938 0 53,409
APPLE INC COM 037833100   735,679,559 3,157,423 SH   SOLE   2,846,437 0 310,986
APPLIED INDL TECHNOLOGIES IN COM 03820C105   40,349,714 180,835 SH   SOLE   142,524 0 38,311
ARAMARK COM 03852U106   18,231,295 470,728 SH   SOLE   470,728 0 0
ARCH CAP GROUP LTD ORD G0450A105   2,652,016,610 23,704,117 SH   SOLE   23,081,839 0 622,278
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101   121,851,296 781,900 SH   SOLE   745,283 0 36,617
ARGENX SE SPONSORED ADR 04016X101   1,904,458,223 3,513,242 SH   SOLE   2,964,053 0 549,189
ARIS MNG CORP COM 04040Y109   2,196,500 477,500 SH   SOLE   477,500 0 0
ARISTA NETWORKS INC COM 040413106   597,873,343 1,557,692 SH   SOLE   1,333,215 0 224,477
ARM HOLDINGS PLC SPONSORED ADS 042068205   256,098,447 1,790,773 SH   SOLE   1,547,311 0 243,462
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101   658,622,983 4,411,111 SH   SOLE   3,771,469 0 639,642
ASML HOLDING N V N Y REGISTRY SHS N07059210   117,415,757 140,913 SH   SOLE   140,913 0 0
ASTERA LABS INC COM 04626A103   22,578,466 430,969 SH   SOLE   331,007 0 99,962
ASTRAZENECA PLC SPONSORED ADR 046353108   3,522,467 45,212 SH   SOLE   9,488 0 35,724
ATLASSIAN CORPORATION CL A 049468101   481,787,455 3,033,735 SH   SOLE   2,670,987 0 362,748
AUTONATION INC COM 05329W102   49,905,619 278,927 SH   SOLE   199,343 0 79,584
AUTOZONE INC COM 053332102   143,871,777 45,673 SH   SOLE   43,586 0 2,087
AVIDITY BIOSCIENCES INC COM 05370A108   61,053,784 1,329,279 SH   SOLE   1,102,454 0 226,825
AXALTA COATING SYS LTD COM G0750C108   14,773,916 408,232 SH   SOLE   408,232 0 0
BANK AMERICA CORP COM 060505104   94,161,394 2,373,019 SH   SOLE   2,373,019 0 0
BANK NEW YORK MELLON CORP COM 064058100   1,175,781,009 16,362,107 SH   SOLE   15,457,984 0 904,123
BAXTER INTL INC COM 071813109   187,195,783 4,930,097 SH   SOLE   4,385,166 0 544,931
BEIGENE LTD SPONSORED ADR 07725L102   44,865,629 199,838 SH   SOLE   165,081 0 34,757
BENTLEY SYS INC COM CL B 08265T208   190,496,344 3,749,190 SH   SOLE   3,403,941 0 345,249
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   1,236,663,389 2,686,880 SH   SOLE   2,590,636 0 96,244
BEST BUY INC COM 086516101   41,973,166 406,323 SH   SOLE   387,760 0 18,563
BIO RAD LABS INC CL A 090572207   49,924,355 149,215 SH   SOLE   106,241 0 42,974
BOOKING HOLDINGS INC COM 09857L108   135,086,901 32,071 SH   SOLE   32,071 0 0
BORGWARNER INC COM 099724106   30,003,012 826,757 SH   SOLE   590,893 0 235,864
BOSTON SCIENTIFIC CORP COM 101137107   1,040,006,017 12,410,573 SH   SOLE   10,741,748 0 1,668,825
CABLE ONE INC COM 12685J105   46,996,735 134,357 SH   SOLE   98,089 0 36,268
CABLE ONE INC NOTE3/1 12685JAE5   96,990 106,000 PRN   SOLE   106,000 0 0
CABLE ONE INC NOTE 1.125% 3/1 12685JAG0   78,098 97,000 PRN   SOLE   97,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   131,637,374 485,693 SH   SOLE   485,693 0 0
CAE INC COM 124765108   115,632,463 6,161,276 SH   SOLE   4,889,530 0 1,271,746
CALIX INC COM 13100M509   44,203,571 1,139,561 SH   SOLE   946,203 0 193,358
CANADIAN PACIFIC KANSAS CITY COM 13646K108   427,983,431 5,004,521 SH   SOLE   4,111,758 0 892,763
CBRE GROUP INC CL A 12504L109   129,275,343 1,038,523 SH   SOLE   991,045 0 47,478
CCC INTELLIGENT SOLUTIONS HL COM 12510Q100   262,112,376 23,720,577 SH   SOLE   20,545,332 0 3,175,245
CELCUITY INC COM 15102K100   6,197,744 415,677 SH   SOLE   345,369 0 70,308
CELSIUS HLDGS INC COM NEW 15118V207   27,391,047 873,439 SH   SOLE   833,615 0 39,824
CENTENE CORP DEL COM 15135B101   64,167,468 852,384 SH   SOLE   608,978 0 243,406
CENTERRA GOLD INC COM 152006102   132,336 25,000 SH   SOLE   25,000 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104   41,564,245 215,571 SH   SOLE   215,571 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   452,101,789 7,846,265 SH   SOLE   7,142,251 0 704,014
CITIGROUP INC COM NEW 172967424   706,442,690 11,285,027 SH   SOLE   10,670,581 0 614,446
CLEARWATER ANALYTICS HLDGS I CL A 185123106   114,104,144 4,518,976 SH   SOLE   3,090,068 0 1,428,908
CME GROUP INC COM 12572Q105   111,172,958 503,843 SH   SOLE   503,843 0 0
CNH INDL N V SHS N20944109   354,760,562 31,960,411 SH   SOLE   31,328,144 0 632,267
COCA COLA CO COM 191216100   140,041,846 1,948,815 SH   SOLE   1,948,815 0 0
COHERENT CORP COM 19247G107   69,428,396 780,884 SH   SOLE   710,510 0 70,374
COLLIERS INTL GROUP INC SUB VTG SHS 194693107   39,490,436 260,165 SH   SOLE   199,412 0 60,753
COMCAST CORP NEW CL A 20030N101   134,412,268 3,217,914 SH   SOLE   3,217,914 0 0
CONFLUENT INC CLASS A COM 20717M103   22,331,324 1,095,747 SH   SOLE   845,623 0 250,124
CONSTELLATION ENERGY CORP COM 21037T109   127,485,466 490,291 SH   SOLE   490,291 0 0
CONSTELLATION ENERGY CORP COM 21037T109   52,056,004 200,200 SH Call SOLE   200,200 0 0
COPA HOLDINGS SA CL A P31076105   19,813,190 211,138 SH   SOLE   164,382 0 46,756
COREBRIDGE FINL INC COM 21871X109   58,815,166 2,016,981 SH   SOLE   1,443,254 0 573,727
COSTAR GROUP INC COM 22160N109   425,140,687 5,635,481 SH   SOLE   5,081,997 0 553,484
CREDICORP LTD COM G2519Y108   30,460,870 168,320 SH   SOLE   131,038 0 37,282
CROCS INC COM 227046109   57,663,776 398,203 SH   SOLE   305,504 0 92,699
CROWDSTRIKE HLDGS INC CL A 22788C105   194,687,970 694,149 SH   SOLE   694,149 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   109,318,465 374,879 SH   SOLE   310,433 0 64,446
DANAHER CORPORATION COM 235851102   638,220,488 2,295,592 SH   SOLE   2,006,713 0 288,879
DANAHER CORPORATION COM 235851102   73,174,864 263,200 SH Call SOLE   263,200 0 0
DATADOG INC CL A COM 23804L103   256,139,668 2,226,140 SH   SOLE   2,124,377 0 101,763
DAYFORCE INC COM 15677J108   63,887,793 1,043,066 SH   SOLE   789,161 0 253,905
DECKERS OUTDOOR CORP COM 243537107   136,424,782 855,596 SH   SOLE   816,505 0 39,091
DENALI THERAPEUTICS INC COM 24823R105   31,781,354 1,091,018 SH   SOLE   885,005 0 206,013
DENTSPLY SIRONA INC COM 24906P109   56,350,610 2,082,432 SH   SOLE   1,449,308 0 633,124
DESCARTES SYS GROUP INC COM 249906108   37,259,948 362,135 SH   SOLE   299,635 0 62,500
DESPEGAR COM CORP ORD SHS G27358103   25,468,992 2,053,951 SH   SOLE   2,053,951 0 0
DEXCOM INC COM 252131107   110,775,823 1,652,384 SH   SOLE   1,576,973 0 75,411
DIAMONDBACK ENERGY INC COM 25278X109   233,602 1,355 SH   SOLE   1,355 0 0
DICKS SPORTING GOODS INC COM 253393102   72,895,153 349,282 SH   SOLE   333,342 0 15,940
DIGITAL RLTY TR INC COM 253868103   11,963,930 73,929 SH   SOLE   73,929 0 0
DISC MEDICINE INC COM 254604101   5,156,015 104,925 SH   SOLE   87,859 0 17,066
DISNEY WALT CO COM 254687106   81,764,578 850,032 SH   SOLE   850,032 0 0
DOLBY LABORATORIES INC COM CL A 25659T107   10,330,861 134,991 SH   SOLE   95,955 0 39,036
DOLLAR GEN CORP NEW COM 256677105   96,717,381 1,143,637 SH   SOLE   1,017,980 0 125,657
DOMINOS PIZZA INC COM 25754A201   115,861,650 269,358 SH   SOLE   256,998 0 12,360
DOORDASH INC CL A 25809K105   181,763,229 1,273,476 SH   SOLE   1,215,633 0 57,843
DUOLINGO INC CL A COM 26603R106   24,471,157 86,771 SH   SOLE   65,618 0 21,153
DUTCH BROS INC CL A 26701L100   20,085,533 627,085 SH   SOLE   484,615 0 142,470
EATON CORP PLC SHS G29183103   339,701,473 1,024,926 SH   SOLE   844,017 0 180,909
ECOLAB INC COM 278865100   344,362,550 1,348,696 SH   SOLE   1,167,344 0 181,352
EDGEWISE THERAPEUTICS INC COM 28036F105   26,706,868 1,000,632 SH   SOLE   829,481 0 171,151
ELASTIC N V ORD SHS N14506104   35,637,826 464,276 SH   SOLE   341,667 0 122,609
ELECTRONIC ARTS INC COM 285512109   143,864,439 1,002,959 SH   SOLE   901,455 0 101,504
ELEVANCE HEALTH INC COM 036752103   1,268,148,440 2,438,747 SH   SOLE   2,306,426 0 132,321
ELI LILLY & CO COM 532457108   36,362,521 41,044 SH   SOLE   41,044 0 0
EOG RES INC COM 26875P101   124,745,184 1,014,766 SH   SOLE   1,014,766 0 0
EQUIFAX INC COM 294429105   212,585,377 723,424 SH   SOLE   654,350 0 69,074
EQUINIX INC COM 29444U700   96,169,385 108,344 SH   SOLE   108,344 0 0
ERMENEGILDO ZEGNA N V ORD SHS N30577105   34,536,806 3,509,838 SH   SOLE   2,918,248 0 591,590
EVERGY INC COM 30034W106   267,139 4,308 SH   SOLE   4,308 0 0
EXACT SCIENCES CORP COM 30063P105   259,845,511 3,814,526 SH   SOLE   3,480,620 0 333,906
EXPEDIA GROUP INC COM NEW 30212P303   90,629,242 612,277 SH   SOLE   432,523 0 179,754
EXPEDITORS INTL WASH INC COM 302130109   57,527,971 437,808 SH   SOLE   312,719 0 125,089
FABRINET SHS G3323L100   101,430,868 428,992 SH   SOLE   354,802 0 74,190
FACTSET RESH SYS INC COM 303075105   3,669,603 7,980 SH   SOLE   7,980 0 0
FEDEX CORP COM 31428X106   31,348,676 114,545 SH   SOLE   114,545 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107   257,563,956 1,297,094 SH   SOLE   1,166,198 0 130,896
FIFTH THIRD BANCORP COM 316773100   57,557,939 1,343,556 SH   SOLE   957,057 0 386,499
FIRST CTZNS BANCSHARES INC N CL A 31946M103   114,230,948 62,050 SH   SOLE   44,129 0 17,921
FISERV INC COM 337738108   120,595,093 671,278 SH   SOLE   671,278 0 0
FIVE9 INC COM 338307101   21,536,611 749,621 SH   SOLE   621,586 0 128,035
FLEX LTD ORD Y2573F102   65,856,131 1,969,971 SH   SOLE   1,609,548 0 360,423
FORTIVE CORP COM 34959J108   246,057,645 3,117,416 SH   SOLE   2,976,466 0 140,950
GALIANO GOLD INC COM 36352H100   31,495 30,000 SH   SOLE   30,000 0 0
GALLAGHER ARTHUR J & CO COM 363576109   157,288,644 559,010 SH   SOLE   534,777 0 24,233
GARMIN LTD SHS H2906T109   1,132,662,923 6,434,488 SH   SOLE   6,307,474 0 127,014
GE AEROSPACE COM NEW 369604301   210,040,215 1,113,799 SH   SOLE   1,113,799 0 0
GE VERNOVA INC COM 36828A101   85,475,671 335,225 SH   SOLE   290,470 0 44,755
GENPACT LIMITED SHS G3922B107   67,383,012 1,718,516 SH   SOLE   1,223,749 0 494,767
GENTEX CORP COM 371901109   41,837,099 1,409,131 SH   SOLE   1,006,916 0 402,215
GERON CORP COM 374163103   3,519,494 775,219 SH   SOLE   775,219 0 0
GITLAB INC CLASS A COM 37637K108   133,534,007 2,590,881 SH   SOLE   2,256,124 0 334,757
GLAUKOS CORP COM 377322102   103,604,649 795,246 SH   SOLE   659,793 0 135,453
GLOBANT S A COM L44385109   26,705,705 134,782 SH   SOLE   105,103 0 29,679
GLOBE LIFE INC COM 37959E102   71,995,182 679,777 SH   SOLE   485,521 0 194,256
GODADDY INC CL A 380237107   115,377,224 735,918 SH   SOLE   663,665 0 72,253
GOLDMAN SACHS GROUP INC COM 38141G104   139,137,298 281,023 SH   SOLE   281,023 0 0
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109   147,325,194 38,769,788 SH   SOLE   38,769,788 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100   204,161,772 1,116,004 SH   SOLE   824,985 0 291,019
HALOZYME THERAPEUTICS INC COM 40637H109   179,356,503 3,133,412 SH   SOLE   2,613,159 0 520,253
HAMILTON LANE INC CL A 407497106   42,028,292 249,589 SH   SOLE   195,798 0 53,791
HARLEY DAVIDSON INC COM 412822108   7,386,278 191,702 SH   SOLE   191,702 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   114,078,535 1,823,506 SH   SOLE   1,823,506 0 0
HENRY SCHEIN INC COM 806407102   477,204,712 6,546,018 SH   SOLE   6,087,856 0 458,162
HUBBELL INC COM 443510607   247,002,031 576,636 SH   SOLE   518,214 0 58,422
HUBSPOT INC COM 443573100   227,177,665 427,347 SH   SOLE   390,668 0 36,679
HUMANA INC COM 444859102   116,332,901 367,282 SH   SOLE   367,282 0 0
IAC INC COM NEW 44891N208   48,887,182 908,346 SH   SOLE   647,278 0 261,068
ICICI BANK LIMITED ADR 45104G104   6,160,980 206,398 SH   SOLE   17,751 0 188,647
IDACORP INC COM 451107106   231,643 2,247 SH   SOLE   2,247 0 0
ILLUMINA INC COM 452327109   140,474,392 1,077,175 SH   SOLE   985,559 0 91,616
IMMATICS N.V SHS N44445109   7,545,627 661,317 SH   SOLE   552,990 0 108,327
INFOSYS LTD SPONSORED ADR 456788108   204,929 9,202 SH   SOLE   9,202 0 0
INGERSOLL RAND INC COM 45687V106   625,148,844 6,368,672 SH   SOLE   5,675,340 0 693,332
INSMED INC COM PAR $.01 457669307   210,539,081 2,884,097 SH   SOLE   2,585,516 0 298,581
INSPIRE MED SYS INC COM 457730109   115,220,848 545,941 SH   SOLE   434,294 0 111,647
INSTALLED BLDG PRODS INC COM 45780R101   41,879,937 170,057 SH   SOLE   133,331 0 36,726
INSULET CORP COM 45784P101   144,459,546 620,664 SH   SOLE   558,853 0 61,811
INTAPP INC COM 45827U109   31,806,759 664,996 SH   SOLE   520,853 0 144,143
INTER PARFUMS INC COM 458334109   16,840,428 130,062 SH   SOLE   102,564 0 27,498
INTUIT COM 461202103   562,273,893 905,433 SH   SOLE   784,622 0 120,811
INTUITIVE SURGICAL INC COM NEW 46120E602   70,689,332 143,891 SH   SOLE   143,891 0 0
IONIS PHARMACEUTICALS INC COM 462222100   89,752,627 2,240,455 SH   SOLE   2,015,810 0 224,645
IOVANCE BIOTHERAPEUTICS INC COM 462260100   45,107,917 4,803,825 SH   SOLE   3,655,669 0 1,148,156
IRHYTHM TECHNOLOGIES INC COM 450056106   206,406,428 2,780,259 SH   SOLE   2,426,388 0 353,871
ISHARES TR INDIA 50 ETF 464289529   419,379 7,449 SH   SOLE   7,449 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104   12,127,763 123,112 SH   SOLE   93,423 0 29,689
KANZHUN LIMITED SPONSORED ADS 48553T106   86,959,886 5,009,210 SH   SOLE   5,009,210 0 0
KASPI KZ JSC SPONSORED ADS 48581R205   33,865,819 319,519 SH   SOLE   248,463 0 71,056
KE HLDGS INC SPONSORED ADS 482497104   85,944,422 4,316,646 SH   SOLE   4,316,646 0 0
KINGSOFT CLOUD HLDGS LTD ADS 49639K101   3,558,435 1,210,352 SH   SOLE   940,731 0 269,621
KORNIT DIGITAL LTD SHS M6372Q113   90,158,518 3,489,782 SH   SOLE   2,890,013 0 599,769
KROGER CO COM 501044101   61,914,885 1,080,539 SH   SOLE   771,727 0 308,812
LAMAR ADVERTISING CO NEW CL A 512816109   90,454,949 677,058 SH   SOLE   484,913 0 192,145
LANTHEUS HLDGS INC COM 516544103   27,192,319 247,766 SH   SOLE   191,477 0 56,289
LATTICE SEMICONDUCTOR CORP COM 518415104   477,245,508 8,992,755 SH   SOLE   7,925,828 0 1,066,927
LEGEND BIOTECH CORP SPONSORED ADS 52490G102   28,734,668 589,671 SH   SOLE   512,837 0 76,834
LIBERTY GLOBAL LTD COM CL A G61188101   75,996,000 3,600,000 SH   SOLE   3,528,510 0 71,490
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   264,120,389 3,411,086 SH   SOLE   3,108,317 0 302,769
LIGHTSPEED COMMERCE INC SUB VTG SHS 53229C107   77,817,242 4,720,031 SH   SOLE   3,902,923 0 817,108
LINDE PLC SHS G54950103   1,143,761,108 2,398,526 SH   SOLE   2,014,592 0 383,934
LINEAGE INC COM 53566V106   6,987,420 89,148 SH   SOLE   64,887 0 24,261
LIVE NATION ENTERTAINMENT IN COM 538034109   250,455,309 2,287,472 SH   SOLE   2,098,025 0 189,447
LKQ CORP COM 501889208   52,512,644 1,315,447 SH   SOLE   916,298 0 399,149
LOAR HOLDINGS INC COM SHS 53947R105   22,629,413 303,384 SH   SOLE   234,930 0 68,454
LUXFER HLDGS PLC SHS G5698W116   8,674,739 669,864 SH   SOLE   669,864 0 0
M & T BK CORP COM 55261F104   53,974,279 303,022 SH   SOLE   215,921 0 87,101
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100   327,167,039 2,940,563 SH   SOLE   2,438,413 0 502,150
MADRIGAL PHARMACEUTICALS INC COM 558868105   65,118,858 306,846 SH   SOLE   254,774 0 52,072
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109   207,582,818 2,233,274 SH   SOLE   2,233,274 0 0
MARKETAXESS HLDGS INC COM 57060D108   66,688,604 260,299 SH   SOLE   199,970 0 60,329
MARRIOTT INTL INC NEW CL A 571903202   127,055,482 511,084 SH   SOLE   454,106 0 56,978
MARSH & MCLENNAN COS INC COM 571748102   776,561,566 3,480,934 SH   SOLE   3,288,834 0 192,100
MARVELL TECHNOLOGY INC COM 573874104   149,033,961 2,066,472 SH   SOLE   1,971,859 0 94,613
MASTERCARD INCORPORATED CL A 57636Q104   47,934,647 97,073 SH   SOLE   97,073 0 0
MEDTRONIC PLC SHS G5960L103   110,057,444 1,222,453 SH   SOLE   1,222,453 0 0
MERCADOLIBRE INC COM 58733R102   302,027,992 147,190 SH   SOLE   139,344 0 7,846
MERCK & CO INC COM 58933Y105   80,561,622 709,419 SH   SOLE   709,419 0 0
META PLATFORMS INC CL A 30303M102   1,473,675,797 2,574,376 SH   SOLE   2,462,428 0 111,948
META PLATFORMS INC CL A 30303M102   114,545,244 200,100 SH Call SOLE   200,100 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105   73,824,232 49,226 SH   SOLE   49,226 0 0
MGM RESORTS INTERNATIONAL COM 552953101   32,673,806 835,861 SH   SOLE   835,861 0 0
MICROSOFT CORP COM 594918104   608,985,087 1,415,257 SH   SOLE   1,299,188 0 116,069
MICROSOFT CORP COM 594918104   243,291,620 565,400 SH Put SOLE   565,400 0 0
MODINE MFG CO COM 607828100   62,303,740 469,190 SH   SOLE   368,341 0 100,849
MOELIS & CO CL A 60786M105   34,714,634 506,709 SH   SOLE   360,363 0 146,346
MONDAY COM LTD SHS M7S64H106   175,370,090 631,350 SH   SOLE   575,453 0 55,897
MONGODB INC CL A 60937P106   73,413,002 271,548 SH   SOLE   259,118 0 12,430
MONOLITHIC PWR SYS INC COM 609839105   238,170,615 257,621 SH   SOLE   236,395 0 21,226
MOODYS CORP COM 615369105   60,245,404 126,942 SH   SOLE   126,942 0 0
MORGAN STANLEY COM NEW 617446448   113,055,577 1,084,570 SH   SOLE   1,084,570 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307   72,800,493 161,912 SH   SOLE   161,912 0 0
MYR GROUP INC DEL COM 55405W104   27,667,834 270,643 SH   SOLE   208,025 0 62,618
MYRIAD GENETICS INC COM 62855J104   66,556,577 2,429,959 SH   SOLE   2,019,434 0 410,525
NASDAQ INC COM 631103108   93,827,268 1,285,129 SH   SOLE   1,285,129 0 0
NATERA INC COM 632307104   16,077,964 126,648 SH   SOLE   126,648 0 0
NEBIUS GROUP N.V. SHS CLASS A N97284108   0 60,616 SH   SOLE   0 0 60,616
NETEASE INC SPONSORED ADS 64110W102   6,492,399 69,430 SH   SOLE   69,430 0 0
NETFLIX INC COM 64110L106   986,982,541 1,391,547 SH   SOLE   1,228,366 0 163,181
NEW GOLD INC CDA COM 644535106   140,528 66,000 SH   SOLE   66,000 0 0
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581206   3,884,221 51,216 SH   SOLE   51,216 0 0
NEWS CORP NEW CL A 65249B109   54,380,244 2,042,067 SH   SOLE   1,460,363 0 581,704
NICE LTD SPONSORED ADR 653656108   229,335,403 1,320,524 SH   SOLE   1,090,953 0 229,571
NIKE INC CL B 654106103   173,818,091 1,966,268 SH   SOLE   1,701,662 0 264,606
NIO INC SPON ADS 62914V106   7,498,233 1,122,490 SH   SOLE   882,133 0 240,357
NNN REIT INC COM 637417106   60,719,808 1,252,213 SH   SOLE   895,987 0 356,226
NOKIA CORP SPONSORED ADR 654902204   459,158,264 105,070,541 SH   SOLE   102,998,270 0 2,072,271
NOV INC COM 62955J103   55,521,430 3,476,608 SH   SOLE   2,483,077 0 993,531
NOVANTA INC COM 67000B104   84,637,211 473,045 SH   SOLE   395,534 0 77,511
NOVO-NORDISK A S ADR 670100205   14,573,930 122,398 SH   SOLE   81,891 0 40,507
NU HLDGS LTD ORD SHS CL A G6683N103   490,986,241 35,969,688 SH   SOLE   33,340,526 0 2,629,162
NVENT ELECTRIC PLC SHS G6700G107   44,195,718 629,031 SH   SOLE   448,654 0 180,377
NVIDIA CORPORATION COM 67066G104   363,194,251 2,990,730 SH   SOLE   2,990,730 0 0
NVIDIA CORPORATION COM 67066G104   13,006,224 107,100 SH Put SOLE   107,100 0 0
NVR INC COM 62944T105   231,146,384 23,558 SH   SOLE   22,461 0 1,097
NXP SEMICONDUCTORS N V COM N6596X109   71,879,395 299,485 SH   SOLE   299,485 0 0
OCULAR THERAPEUTIX INC COM 67576A100   9,188,000 1,056,092 SH   SOLE   875,900 0 180,192
OGE ENERGY CORP COM 670837103   68,761,826 1,676,300 SH   SOLE   1,199,704 0 476,596
OMNICOM GROUP INC COM 681919106   57,478,430 555,938 SH   SOLE   397,893 0 158,045
ON HLDG AG NAMEN AKT A H5919C104   41,765,522 832,812 SH   SOLE   734,172 0 98,640
ON SEMICONDUCTOR CORP COM 682189105   456,453,108 6,286,367 SH   SOLE   5,546,717 0 739,650
ONTO INNOVATION INC COM 683344105   222,149,808 1,070,292 SH   SOLE   928,138 0 142,154
ORACLE CORP COM 68389X105   440,665,646 2,586,066 SH   SOLE   2,124,796 0 461,270
ORLA MNG LTD NEW COM 68634K106   63,581 21,500 SH   SOLE   21,500 0 0
OTIS WORLDWIDE CORP COM 68902V107   56,582,338 544,375 SH   SOLE   390,088 0 154,287
PARSONS CORP DEL COM 70202L102   57,740,636 556,912 SH   SOLE   513,154 0 43,758
PAYPAL HLDGS INC COM 70450Y103   158,567,572 2,032,136 SH   SOLE   2,032,136 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   89,764,317 665,858 SH   SOLE   665,858 0 0
PENUMBRA INC COM 70975L107   56,464,154 290,588 SH   SOLE   232,364 0 58,224
PHILIP MORRIS INTL INC COM 718172109   145,727,953 1,200,395 SH   SOLE   1,200,395 0 0
PNC FINL SVCS GROUP INC COM 693475105   111,783,231 604,724 SH   SOLE   604,724 0 0
POLARIS INC COM 731068102   32,242,931 387,349 SH   SOLE   277,297 0 110,052
POOL CORP COM 73278L105   15,394,918 40,857 SH   SOLE   20,636 0 20,221
PPL CORP COM 69351T106   381,181 11,523 SH   SOLE   11,523 0 0
PROCEPT BIOROBOTICS CORP COM 74276L105   36,088,371 450,429 SH   SOLE   345,586 0 104,843
PROCORE TECHNOLOGIES INC COM 74275K108   49,121,096 795,870 SH   SOLE   607,864 0 188,006
PROGRESSIVE CORP COM 743315103   1,262,796,546 4,976,342 SH   SOLE   4,689,717 0 286,625
PUBLIC STORAGE OPER CO COM 74460D109   54,499,721 149,778 SH   SOLE   106,932 0 42,846
QUANTA SVCS INC COM 74762E102   672,900,400 2,256,919 SH   SOLE   1,995,818 0 261,101
RADWARE LTD ORD M81873107   48,311,551 2,168,382 SH   SOLE   1,790,520 0 377,862
REDWOOD TRUST INC NOTE 7.750% 6/1 758075AF2   219,261 215,000 PRN   SOLE   215,000 0 0
REPLIGEN CORP COM 759916109   65,077,647 437,291 SH   SOLE   333,039 0 104,252
RXSIGHT INC COM 78349D107   57,844,518 1,170,231 SH   SOLE   970,968 0 199,263
S&P GLOBAL INC COM 78409V104   434,033,127 840,140 SH   SOLE   750,301 0 89,839
SAIA INC COM 78709Y105   337,869,053 772,696 SH   SOLE   681,123 0 91,573
SAMSARA INC COM CL A 79589L106   134,493,138 2,794,953 SH   SOLE   2,589,751 0 205,202
SCHLUMBERGER LTD COM STK 806857108   105,663,324 2,518,792 SH   SOLE   2,518,792 0 0
SCHWAB CHARLES CORP COM 808513105   1,175,515,679 18,137,875 SH   SOLE   17,200,987 0 936,888
SEA LTD SPONSORD ADS 81141R100   522,379,647 5,540,726 SH   SOLE   4,909,574 0 631,152
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102   432,485,406 12,060,385 SH   SOLE   11,822,556 0 237,829
SERVICENOW INC COM 81762P102   51,386,283 57,454 SH   SOLE   57,454 0 0
SHARKNINJA INC COM SHS G8068L108   106,250,545 977,376 SH   SOLE   797,072 0 180,304
SHOPIFY INC CL A 82509L107   783,406,246 9,775,471 SH   SOLE   8,256,690 0 1,518,781
SITEONE LANDSCAPE SUPPLY INC COM 82982L103   23,426,514 155,235 SH   SOLE   121,293 0 33,942
SMITH DOUGLAS HOMES CORP COM SHS CL A 83207R107   29,369,416 777,380 SH   SOLE   603,731 0 173,649
SNAP ON INC COM 833034101   20,112,827 69,424 SH   SOLE   26,936 0 42,488
SNOWFLAKE INC CL A 833445109   74,538,397 648,950 SH   SOLE   648,950 0 0
SOUTHWEST AIRLS CO COM 844741108   323,327,716 10,912,174 SH   SOLE   10,322,723 0 589,451
SPOTIFY TECHNOLOGY S A SHS L8681T102   559,403,111 1,517,931 SH   SOLE   1,410,167 0 107,764
SPOTIFY TECHNOLOGY S A SHS L8681T102   51,889,024 140,800 SH Put SOLE   140,800 0 0
SPX TECHNOLOGIES INC COM 78473E103   122,312,836 767,044 SH   SOLE   587,141 0 179,903
STAAR SURGICAL CO COM PAR $0.01 852312305   16,726,007 450,229 SH   SOLE   374,664 0 75,565
STEVANATO GROUP S P A ORD SHS T9224W109   36,616,200 1,830,810 SH   SOLE   1,830,810 0 0
STRYKER CORPORATION COM 863667101   4,925,780 13,635 SH   SOLE   13,635 0 0
SUNCOR ENERGY INC NEW COM 867224107   890,155,214 24,119,319 SH   SOLE   23,642,119 0 477,200
SYNOPSYS INC COM 871607107   272,720,892 538,559 SH   SOLE   514,164 0 24,395
SYSCO CORP COM 871829107   45,409,375 581,724 SH   SOLE   416,281 0 165,443
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   1,006,547,034 5,795,745 SH   SOLE   5,010,005 0 785,740
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   67,252,736 437,530 SH   SOLE   417,543 0 19,987
TARSUS PHARMACEUTICALS INC COM 87650L103   23,319,602 709,018 SH   SOLE   587,299 0 121,719
TELEFONICA BRASIL SA NEW ADR 87936R205   219,611,380 21,383,776 SH   SOLE   20,961,515 0 422,261
TETRA TECH INC NEW COM 88162G103   131,008,829 2,777,965 SH   SOLE   2,507,059 0 270,906
TEXAS INSTRS INC COM 882508104   124,374,351 602,093 SH   SOLE   602,093 0 0
THE CIGNA GROUP COM 125523100   133,200,637 384,484 SH   SOLE   384,484 0 0
TRADEWEB MKTS INC CL A 892672106   278,682,430 2,253,436 SH   SOLE   2,066,576 0 186,860
TRANSDIGM GROUP INC COM 893641100   81,519,093 57,121 SH   SOLE   57,121 0 0
TRANSUNION COM 89400J107   3,861,336 36,880 SH   SOLE   36,880 0 0
TREX CO INC COM 89531P105   69,876,309 1,049,509 SH   SOLE   720,294 0 329,215
TRIP COM GROUP LTD ADS 89677Q107   20,410,283 343,434 SH   SOLE   213,494 0 129,940
TWIST BIOSCIENCE CORP COM 90184D100   271,932,366 6,018,866 SH   SOLE   5,065,889 0 952,977
TYLER TECHNOLOGIES INC COM 902252105   591,055,026 1,012,566 SH   SOLE   903,494 0 109,072
TYSON FOODS INC CL A 902494103   59,770,842 1,003,540 SH   SOLE   716,599 0 286,941
U HAUL HOLDING COMPANY COM SER N 023586506   95,346,144 1,324,252 SH   SOLE   945,919 0 378,333
UIPATH INC CL A 90364P105   56,588,301 4,420,961 SH   SOLE   3,666,341 0 754,620
UNITED PARCEL SERVICE INC CL B 911312106   161,234,184 1,182,589 SH   SOLE   1,182,589 0 0
UNIVERSAL HEALTH RLTY INCOME SH BEN INT 91359E105   299,342 6,543 SH   SOLE   6,543 0 0
US BANCORP DEL COM NEW 902973304   116,262,214 2,542,362 SH   SOLE   2,542,362 0 0
VAIL RESORTS INC COM 91879Q109   62,667,364 359,558 SH   SOLE   254,640 0 104,918
VANECK ETF TRUST JUNIOR GOLD MINE 92189F791   1,708,350 35,000 SH   SOLE   0 0 35,000
VANECK ETF TRUST VANECK VIETNAM 92189F817   19,895,981 1,556,806 SH   SOLE   1,556,806 0 0
VEEVA SYS INC CL A COM 922475108   549,795,809 2,619,697 SH   SOLE   2,396,181 0 223,516
VERACYTE INC COM 92337F107   170,977,201 5,022,832 SH   SOLE   3,989,427 0 1,033,405
VERISK ANALYTICS INC COM 92345Y106   135,993,987 507,516 SH   SOLE   484,598 0 22,918
VERTEX PHARMACEUTICALS INC COM 92532F100   255,920,967 550,273 SH   SOLE   476,313 0 73,960
VERTIV HOLDINGS CO COM CL A 92537N108   69,173,009 695,276 SH   SOLE   663,533 0 31,743
VISA INC COM CL A 92826C839   290,631,223 1,057,033 SH   SOLE   1,057,033 0 0
VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS 92837L109   33,176,927 750,949 SH   SOLE   584,282 0 166,667
VITA COCO CO INC COM 92846Q107   37,281,297 1,316,895 SH   SOLE   1,026,138 0 290,757
VONTIER CORPORATION COM 928881101   75,244,316 2,230,122 SH   SOLE   1,587,965 0 642,157
VTEX SHS CL A G9470A102   10,096,117 1,357,005 SH   SOLE   1,062,370 0 294,635
WABTEC COM 929740108   185,049,131 1,018,040 SH   SOLE   915,075 0 102,965
WAFD INC COM 938824109   38,108,301 1,093,495 SH   SOLE   778,951 0 314,544
WARNER MUSIC GROUP CORP COM CL A 934550203   48,597,444 1,552,634 SH   SOLE   1,107,519 0 445,115
WATERS CORP COM 941848103   69,913,671 194,264 SH   SOLE   138,790 0 55,474
WAVE LIFE SCIENCES LTD SHS Y95308105   16,075,854 1,960,470 SH   SOLE   1,624,276 0 336,194
WEST PHARMACEUTICAL SVSC INC COM 955306105   920,448,744 3,066,527 SH   SOLE   2,648,171 0 418,356
WILLIS TOWERS WATSON PLC LTD SHS G96629103   1,030,794,032 3,499,793 SH   SOLE   3,431,269 0 68,524
WINGSTOP INC COM 974155103   75,967,886 182,580 SH   SOLE   174,245 0 8,335
WNS HLDGS LTD COM SHS G98196101   111,683,529 2,118,830 SH   SOLE   1,749,948 0 368,882
WOLFSPEED INC COM 977852102   36,089,451 3,720,562 SH   SOLE   3,082,689 0 637,873
WORKIVA INC COM CL A 98139A105   48,936,432 618,509 SH   SOLE   475,570 0 142,939
XYLEM INC COM 98419M100   581,603,917 4,307,220 SH   SOLE   3,701,248 0 605,972
ZSCALER INC COM 98980G102   113,469,801 663,799 SH   SOLE   633,460 0 30,339