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   20,484,530 127,717 SH   SOLE   100,773 0 26,944
ADVANCED MICRO DEVICES INC COM 007903107   933,693,088 5,756,076 SH   SOLE   4,853,048 0 903,028
AERCAP HOLDINGS NV SHS N00985106   368,802,093 3,957,104 SH   SOLE   3,125,573 0 831,531
AGILYSYS INC COM 00847J105   113,288,491 1,087,848 SH   SOLE   866,174 0 221,674
AGIOS PHARMACEUTICALS INC COM 00847X104   13,818,537 320,467 SH   SOLE   255,295 0 65,172
AIRBNB INC COM CL A 009066101   185,080,791 1,220,608 SH   SOLE   1,220,608 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   13,115,808 182,164 SH   SOLE   182,164 0 0
ALKERMES PLC SHS G01767105   48,741,985 2,022,489 SH   SOLE   1,611,802 0 410,687
ALLEGRO MICROSYSTEMS INC COM 01749D105   45,375,778 1,606,791 SH   SOLE   1,256,679 0 350,112
ALLIANT ENERGY CORP COM 018802108   51,515,228 1,012,087 SH   SOLE   734,980 0 277,107
ALPHABET INC CAP STK CL C 02079K107   191,623,093 1,044,723 SH   SOLE   1,044,723 0 0
ALPHABET INC CAP STK CL A 02079K305   1,995,500,245 10,955,258 SH   SOLE   10,032,347 0 922,911
ALPHATEC HLDGS INC COM NEW 02081G201   13,186,521 1,261,868 SH   SOLE   1,010,761 0 251,107
ALTRIA GROUP INC COM 02209S103   88,682,662 1,946,930 SH   SOLE   1,946,930 0 0
AMAZON COM INC COM 023135106   1,534,352,243 7,939,727 SH   SOLE   6,744,185 0 1,195,542
AMAZON COM INC COM 023135106   110,577,650 572,200 SH Put SOLE   572,200 0 0
AMERICAN EXPRESS CO COM 025816109   1,120,431,781 4,838,833 SH   SOLE   4,572,907 0 265,926
AMERICAN TOWER CORP NEW COM 03027X100   55,468,860 285,363 SH   SOLE   285,363 0 0
ANALOG DEVICES INC COM 032654105   123,111,574 539,348 SH   SOLE   389,032 0 150,316
AON PLC SHS CL A G0403H108   288,123,816 981,415 SH   SOLE   930,106 0 51,309
APPFOLIO INC COM CL A 03783C100   26,569,840 108,639 SH   SOLE   85,845 0 22,794
APPLE INC COM 037833100   189,410,566 899,300 SH Call SOLE   899,300 0 0
APPLE INC COM 037833100   180,501,340 857,000 SH Put SOLE   857,000 0 0
APPLE INC COM 037833100   18,006,114 85,491 SH   SOLE   85,491 0 0
ARAMARK COM 03852U106   16,343,106 480,397 SH   SOLE   480,397 0 0
ARCH CAP GROUP LTD ORD G0450A105   2,453,533,720 24,318,899 SH   SOLE   23,594,695 0 724,204
ARGENX SE SPONSORED ADR 04016X101   1,509,903,983 3,511,078 SH   SOLE   2,989,994 0 521,084
ARIS MNG CORP COM 04040Y109   1,509,640 401,500 SH   SOLE   401,500 0 0
ARISTA NETWORKS INC COM 040413106   590,708,455 1,685,427 SH   SOLE   1,479,464 0 205,963
ARM HOLDINGS PLC SPONSORED ADS 042068205   394,587,628 2,411,610 SH   SOLE   2,049,078 0 362,532
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101   585,756,055 4,295,029 SH   SOLE   3,820,638 0 474,391
ASML HOLDING N V N Y REGISTRY SHS N07059210   253,689,199 248,051 SH   SOLE   221,697 0 26,354
ASTERA LABS INC COM 04626A103   27,545,604 455,224 SH   SOLE   360,697 0 94,527
ASTRAZENECA PLC SPONSORED ADR 046353108   3,879,223 49,740 SH   SOLE   13,021 0 36,719
ATLASSIAN CORPORATION CL A 049468101   766,741,723 4,334,813 SH   SOLE   3,790,415 0 544,398
ATMOS ENERGY CORP COM 049560105   254,880 2,185 SH   SOLE   2,185 0 0
AUTONATION INC COM 05329W102   44,988,830 282,274 SH   SOLE   204,700 0 77,574
AUTOZONE INC COM 053332102   137,605,378 46,424 SH   SOLE   44,163 0 2,261
AVIDITY BIOSCIENCES INC COM 05370A108   77,699,355 1,902,065 SH   SOLE   1,517,392 0 384,673
AXALTA COATING SYS LTD COM G0750C108   14,238,092 416,684 SH   SOLE   416,684 0 0
BANK AMERICA CORP COM 060505104   106,097,133 2,667,768 SH   SOLE   2,667,768 0 0
BANK NEW YORK MELLON CORP COM 064058100   1,036,417,711 17,305,355 SH   SOLE   16,336,738 0 968,617
BAXTER INTL INC COM 071813109   143,603,359 4,293,075 SH   SOLE   3,843,907 0 449,168
BEIGENE LTD SPONSORED ADR 07725L102   29,734,996 208,418 SH   SOLE   165,268 0 43,150
BENTLEY SYS INC COM CL B 08265T208   189,272,006 3,834,522 SH   SOLE   3,456,158 0 378,364
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   1,143,874,004 2,811,883 SH   SOLE   2,709,673 0 102,210
BIO RAD LABS INC CL A 090572207   43,105,224 157,831 SH   SOLE   115,911 0 41,920
BOOKING HOLDINGS INC COM 09857L108   127,045,305 32,070 SH   SOLE   32,070 0 0
BORGWARNER INC COM 099724106   26,971,468 836,584 SH   SOLE   606,677 0 229,907
BOSTON SCIENTIFIC CORP COM 101137107   1,129,402,169 14,665,656 SH   SOLE   12,459,483 0 2,206,173
BROADCOM INC COM 11135F101   57,169,712 35,608 SH   SOLE   35,608 0 0
CABALETTA BIO INC COM 12674W109   2,448,930 327,397 SH   SOLE   261,127 0 66,270
CABLE ONE INC COM 12685J105   44,910,918 126,867 SH   SOLE   91,539 0 35,328
CABLE ONE INC NOTE3/1 12685JAE5   92,750 106,000 PRN   SOLE   0 0 0
CABLE ONE INC NOTE 1.125% 3/1 12685JAG0   72,001 97,000 PRN   SOLE   0 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   123,084,613 399,950 SH   SOLE   399,950 0 0
CAE INC COM 124765108   139,095,838 7,487,415 SH   SOLE   5,784,401 0 1,703,014
CALIX INC COM 13100M509   42,318,017 1,194,412 SH   SOLE   951,900 0 242,512
CANADIAN PACIFIC KANSAS CITY COM 13646K108   409,287,392 5,196,724 SH   SOLE   4,261,261 0 935,463
CCC INTELLIGENT SOLUTIONS HL COM 12510Q100   253,105,831 22,781,803 SH   SOLE   19,806,050 0 2,975,753
CELCUITY INC COM 15102K100   7,091,197 432,918 SH   SOLE   345,369 0 87,549
CELSIUS HLDGS INC COM NEW 15118V207   192,906,368 3,378,987 SH   SOLE   3,085,667 0 293,320
CENTENE CORP DEL COM 15135B101   57,127,594 861,653 SH   SOLE   624,394 0 237,259
CHECK POINT SOFTWARE TECH LT ORD M22465104   36,437,610 220,834 SH   SOLE   220,834 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   794,234,662 12,677,329 SH   SOLE   11,307,729 0 1,369,600
CITIGROUP INC COM NEW 172967424   709,642,402 11,182,515 SH   SOLE   10,567,072 0 615,443
CLEARWATER ANALYTICS HLDGS I CL A 185123106   82,274,396 4,442,462 SH   SOLE   3,012,411 0 1,430,051
CME GROUP INC COM 12572Q105   97,589,094 496,384 SH   SOLE   496,384 0 0
CNH INDL N V SHS N20944109   325,084,697 32,091,283 SH   SOLE   31,320,826 0 770,457
COCA COLA CO COM 191216100   138,281,089 2,172,523 SH   SOLE   2,172,523 0 0
COMCAST CORP NEW CL A 20030N101   124,149,105 3,170,304 SH   SOLE   3,170,304 0 0
CONFLUENT INC CLASS A COM 20717M103   34,186,674 1,157,693 SH   SOLE   921,453 0 236,240
COPA HOLDINGS SA CL A P31076105   20,602,663 216,460 SH   SOLE   167,748 0 48,712
COREBRIDGE FINL INC COM 21871X109   59,315,431 2,036,931 SH   SOLE   1,478,075 0 558,856
COSTAR GROUP INC COM 22160N109   430,319,459 5,804,147 SH   SOLE   5,168,505 0 635,642
CREDICORP LTD COM G2519Y108   30,333,589 188,022 SH   SOLE   145,931 0 42,091
CRH PLC ORD G25508105   130,414,813 1,739,328 SH   SOLE   1,362,964 0 376,364
CROCS INC COM 227046109   61,571,502 421,896 SH   SOLE   334,231 0 87,665
CROWDSTRIKE HLDGS INC CL A 22788C105   176,885,485 461,613 SH   SOLE   461,613 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   125,115,078 457,593 SH   SOLE   363,075 0 94,518
DANAHER CORPORATION COM 235851102   577,664,193 2,312,044 SH   SOLE   2,009,932 0 302,112
DANAHER CORPORATION COM 235851102   71,756,920 287,200 SH Put SOLE   287,200 0 0
DATADOG INC CL A COM 23804L103   273,302,740 2,107,354 SH   SOLE   2,004,479 0 102,875
DAYFORCE INC COM 15677J108   54,782,605 1,104,488 SH   SOLE   863,580 0 240,908
DECKERS OUTDOOR CORP COM 243537107   72,929,225 75,344 SH   SOLE   71,678 0 3,666
DENALI THERAPEUTICS INC COM 24823R105   26,506,025 1,141,517 SH   SOLE   905,678 0 235,839
DENTSPLY SIRONA INC COM 24906P109   48,063,696 1,929,494 SH   SOLE   1,391,388 0 538,106
DESCARTES SYS GROUP INC COM 249906108   43,618,944 450,135 SH   SOLE   357,535 0 92,600
DESPEGAR COM CORP ORD SHS G27358103   25,969,021 1,962,889 SH   SOLE   1,962,889 0 0
DEXCOM INC COM 252131107   638,078,830 5,627,790 SH   SOLE   5,096,922 0 530,868
DICKS SPORTING GOODS INC COM 253393102   61,637,672 286,887 SH   SOLE   272,923 0 13,964
DIGITAL RLTY TR INC COM 253868103   24,021,315 157,983 SH   SOLE   157,983 0 0
DISC MEDICINE INC COM 254604101   4,927,007 109,319 SH   SOLE   87,859 0 21,460
DISNEY WALT CO COM 254687106   73,974,426 745,034 SH   SOLE   745,034 0 0
DOLLAR GEN CORP NEW COM 256677105   102,910,642 778,270 SH   SOLE   709,320 0 68,950
DOMINOS PIZZA INC COM 25754A201   214,062,157 414,584 SH   SOLE   394,413 0 20,171
DOORDASH INC CL A 25809K105   140,431,173 1,290,965 SH   SOLE   1,228,283 0 62,682
DRAFTKINGS INC NEW COM CL A 26142V105   33,310,959 872,700 SH Call SOLE   872,700 0 0
DUOLINGO INC CL A COM 26603R106   36,084,677 172,927 SH   SOLE   136,249 0 36,678
DUTCH BROS INC CL A 26701L100   25,277,184 610,560 SH   SOLE   485,731 0 124,829
E L F BEAUTY INC COM 26856L103   31,649,301 150,196 SH   SOLE   118,832 0 31,364
EATON CORP PLC SHS G29183103   361,669,578 1,153,467 SH   SOLE   1,004,243 0 149,224
ECOLAB INC COM 278865100   312,821,964 1,314,378 SH   SOLE   1,116,738 0 197,640
EDWARDS LIFESCIENCES CORP COM 28176E108   156,694,898 1,696,383 SH   SOLE   1,605,461 0 90,922
ELASTIC N V ORD SHS N14506104   42,841,437 376,099 SH   SOLE   303,686 0 72,413
ELECTRONIC ARTS INC COM 285512109   138,898,913 996,906 SH   SOLE   897,965 0 98,941
ELEVANCE HEALTH INC COM 036752103   1,279,292,446 2,360,928 SH   SOLE   2,229,482 0 131,446
ELI LILLY & CO COM 532457108   52,534,675 58,025 SH   SOLE   58,025 0 0
ELI LILLY & CO COM 532457108   36,124,662 39,900 SH Call SOLE   39,900 0 0
EOG RES INC COM 26875P101   125,838,784 999,752 SH   SOLE   999,752 0 0
EQUIFAX INC COM 294429105   176,217,503 726,790 SH   SOLE   657,632 0 69,158
ERMENEGILDO ZEGNA N V ORD SHS N30577105   43,580,885 3,680,818 SH   SOLE   2,937,631 0 743,187
EVERGY INC COM 30034W106   228,195 4,308 SH   SOLE   4,308 0 0
EXACT SCIENCES CORP COM 30063P105   160,777,685 3,805,389 SH   SOLE   3,471,536 0 333,853
EXPEDIA GROUP INC COM NEW 30212P303   68,729,309 545,514 SH   SOLE   395,087 0 150,427
EXPEDITORS INTL WASH INC COM 302130109   55,208,593 442,412 SH   SOLE   320,482 0 121,930
FABRINET SHS G3323L100   120,170,104 490,911 SH   SOLE   390,852 0 100,059
FEDEX CORP COM 31428X106   80,670,753 269,046 SH   SOLE   269,046 0 0
FERGUSON PLC NEW SHS G3421J106   211,938,306 1,094,440 SH   SOLE   971,568 0 122,872
FIFTH THIRD BANCORP COM 316773100   60,342,199 1,653,664 SH   SOLE   1,198,681 0 454,983
FIRST CTZNS BANCSHARES INC N CL A 31946M103   119,140,662 70,765 SH   SOLE   51,230 0 19,535
FISERV INC COM 337738108   98,562,537 661,316 SH   SOLE   661,316 0 0
FIVE9 INC COM 338307101   23,822,159 540,185 SH   SOLE   430,198 0 109,987
FLEX LTD ORD Y2573F102   61,218,822 2,075,918 SH   SOLE   1,745,947 0 329,971
FORTIVE CORP COM 34959J108   234,174,599 3,160,251 SH   SOLE   3,007,534 0 152,717
GALLAGHER ARTHUR J & CO COM 363576109   184,718,182 712,345 SH   SOLE   678,563 0 33,782
GARMIN LTD SHS H2906T109   1,181,601,575 7,252,649 SH   SOLE   7,078,686 0 173,963
GE AEROSPACE COM NEW 369604301   153,865,632 967,891 SH   SOLE   967,891 0 0
GE VERNOVA INC COM 36828A101   69,363,961 404,431 SH   SOLE   404,431 0 0
GENPACT LIMITED SHS G3922B107   39,102,448 1,214,739 SH   SOLE   873,491 0 341,248
GENTEX CORP COM 371901109   48,035,874 1,424,974 SH   SOLE   1,033,043 0 391,931
GERON CORP COM 374163103   1,627,024 383,732 SH   SOLE   383,732 0 0
GITLAB INC CLASS A COM 37637K108   123,976,024 2,493,484 SH   SOLE   2,118,424 0 375,060
GLAUKOS CORP COM 377322102   121,609,951 1,027,545 SH   SOLE   818,107 0 209,438
GLOBANT S A COM L44385109   24,198,260 135,747 SH   SOLE   105,003 0 30,744
GLOBE LIFE INC COM 37959E102   56,499,208 686,670 SH   SOLE   497,319 0 189,351
GODADDY INC CL A 380237107   145,241,398 1,039,592 SH   SOLE   934,558 0 105,034
GOLD FIELDS LTD SPONSORED ADR 38059T106   7,996,830 536,700 SH   SOLE   433,593 0 103,107
GOLDMAN SACHS GROUP INC COM 38141G104   240,283,692 531,225 SH   SOLE   531,225 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   65,812,560 145,500 SH Put SOLE   145,500 0 0
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109   133,822,295 37,696,421 SH   SOLE   37,696,421 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100   205,195,902 1,488,113 SH   SOLE   1,095,975 0 392,138
HALOZYME THERAPEUTICS INC COM 40637H109   194,635,943 3,717,264 SH   SOLE   3,048,743 0 668,521
HARLEY DAVIDSON INC COM 412822108   8,443,427 251,742 SH   SOLE   251,742 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   114,713,192 1,783,199 SH   SOLE   1,783,199 0 0
HENRY SCHEIN INC COM 806407102   390,309,579 6,089,073 SH   SOLE   5,639,244 0 449,829
HUBBELL INC COM 443510607   208,740,613 571,141 SH   SOLE   516,685 0 54,456
HUBSPOT INC COM 443573100   389,445,414 660,312 SH   SOLE   614,181 0 46,131
HUBSPOT INC COM 443573100   46,298,515 78,500 SH Call SOLE   78,500 0 0
HUMANA INC COM 444859102   135,197,032 361,828 SH   SOLE   361,828 0 0
IAC INC COM NEW 44891N208   42,746,643 912,415 SH   SOLE   657,940 0 254,475
ICICI BANK LIMITED ADR 45104G104   6,707,343 232,813 SH   SOLE   17,941 0 214,872
IDACORP INC COM 451107106   209,308 2,247 SH   SOLE   2,247 0 0
ILLUMINA INC COM 452327109   64,995,652 622,683 SH   SOLE   592,471 0 30,212
IMMATICS N.V SHS N44445109   8,000,184 688,484 SH   SOLE   552,990 0 135,494
INGERSOLL RAND INC COM 45687V106   642,524,583 7,073,146 SH   SOLE   6,214,308 0 858,838
INSMED INC COM PAR $.01 457669307   166,791,877 2,489,431 SH   SOLE   2,291,425 0 198,006
INSPIRE MED SYS INC COM 457730109   72,891,714 544,659 SH   SOLE   433,115 0 111,544
INSULET CORP COM 45784P101   57,121,912 283,062 SH   SOLE   225,830 0 57,232
INTAPP INC COM 45827U109   11,349,218 309,496 SH   SOLE   248,327 0 61,169
INTER PARFUMS INC COM 458334109   12,423,100 107,068 SH   SOLE   84,555 0 22,513
INTUIT COM 461202103   736,215,186 1,120,213 SH   SOLE   952,579 0 167,634
INTUITIVE SURGICAL INC COM NEW 46120E602   47,231,504 106,174 SH   SOLE   106,174 0 0
IONIS PHARMACEUTICALS INC COM 462222100   79,641,576 1,671,036 SH   SOLE   1,464,973 0 206,063
IOVANCE BIOTHERAPEUTICS INC COM 462260100   40,993,500 5,111,409 SH   SOLE   3,999,343 0 1,112,066
IPG PHOTONICS CORP COM 44980X109   11,796,119 139,781 SH   SOLE   110,353 0 29,428
IRHYTHM TECHNOLOGIES INC COM 450056106   289,044,077 2,685,285 SH   SOLE   2,334,106 0 351,179
ISHARES TR INDIA 50 ETF 464289529   416,294 7,758 SH   SOLE   7,758 0 0
JABIL INC COM 466313103   170,674,974 1,568,848 SH   SOLE   1,491,655 0 77,193
JOHN BEAN TECHNOLOGIES CORP COM 477839104   12,356,642 130,111 SH   SOLE   101,956 0 28,155
KANZHUN LIMITED SPONSORED ADS 48553T106   86,515,034 4,599,417 SH   SOLE   4,599,417 0 0
KASPI KZ JSC SPONSORED ADS 48581R205   41,955,729 325,213 SH   SOLE   252,085 0 73,128
KE HLDGS INC SPONSORED ADS 482497104   85,279,178 6,026,797 SH   SOLE   6,026,797 0 0
KINGSOFT CLOUD HLDGS LTD ADS 49639K101   3,063,668 1,220,585 SH   SOLE   940,731 0 279,854
KORNIT DIGITAL LTD SHS M6372Q113   53,304,064 3,640,988 SH   SOLE   2,893,233 0 747,755
KROGER CO COM 501044101   54,497,397 1,091,476 SH   SOLE   790,463 0 301,013
LAM RESEARCH CORP COM 512807108   535,174,443 502,582 SH   SOLE   474,695 0 27,887
LAMAR ADVERTISING CO NEW CL A 512816109   81,751,109 683,938 SH   SOLE   496,646 0 187,292
LANTHEUS HLDGS INC COM 516544103   16,098,386 200,503 SH   SOLE   159,494 0 41,009
LATTICE SEMICONDUCTOR CORP COM 518415104   522,691,531 9,013,477 SH   SOLE   7,999,781 0 1,013,696
LAUDER ESTEE COS INC CL A 518439104   3,190,830 29,989 SH   SOLE   29,989 0 0
LEGEND BIOTECH CORP SPONSORED ADS 52490G102   21,109,278 476,615 SH   SOLE   380,160 0 96,455
LIBERTY GLOBAL LTD COM CL A G61188101   147,005,492 8,434,050 SH   SOLE   8,260,130 0 173,920
LIBERTY GLOBAL LTD COM CL C G61188127   76,755,000 4,300,000 SH   SOLE   4,190,715 0 109,285
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   213,412,286 2,970,661 SH   SOLE   2,699,318 0 271,343
LIGHTSPEED COMMERCE INC SUB VTG SHS 53229C107   67,319,593 4,924,331 SH   SOLE   3,907,323 0 1,017,008
LINDE PLC SHS G54950103   1,045,000,564 2,381,442 SH   SOLE   1,937,500 0 443,942
LIVE NATION ENTERTAINMENT IN COM 538034109   217,398,058 2,319,160 SH   SOLE   2,119,396 0 199,764
LKQ CORP COM 501889208   51,616,850 1,241,088 SH   SOLE   924,043 0 317,045
LOAR HOLDINGS INC COM SHS 53947R105   17,129,602 320,719 SH   SOLE   256,121 0 64,598
LOWES COS INC COM 548661107   3,945,573 17,897 SH   SOLE   17,897 0 0
LUXFER HLDGS PLC SHS G5698W116   7,448,986 642,708 SH   SOLE   642,708 0 0
M & T BK CORP COM 55261F104   57,936,673 382,774 SH   SOLE   277,678 0 105,096
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100   301,234,187 2,702,379 SH   SOLE   2,225,501 0 476,878
MADRIGAL PHARMACEUTICALS INC COM 558868105   96,679,014 345,085 SH   SOLE   274,960 0 70,125
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109   236,070,634 2,807,023 SH   SOLE   2,807,023 0 0
MARKETAXESS HLDGS INC COM 57060D108   34,200,191 170,549 SH   SOLE   133,254 0 37,295
MARRIOTT INTL INC NEW CL A 571903202   125,737,324 520,070 SH   SOLE   463,713 0 56,357
MARSH & MCLENNAN COS INC COM 571748102   727,041,316 3,450,272 SH   SOLE   3,257,537 0 192,735
MARVELL TECHNOLOGY INC COM 573874104   133,382,831 1,908,195 SH   SOLE   1,815,196 0 92,999
MASTERCARD INCORPORATED CL A 57636Q104   44,787,446 101,522 SH   SOLE   101,522 0 0
MEDTRONIC PLC SHS G5960L103   94,796,041 1,204,371 SH   SOLE   1,204,371 0 0
MERCADOLIBRE INC COM 58733R102   301,042,942 183,183 SH   SOLE   174,645 0 8,538
MERCK & CO INC COM 58933Y105   86,526,048 698,918 SH   SOLE   698,918 0 0
META PLATFORMS INC CL A 30303M102   1,352,548,973 2,682,458 SH   SOLE   2,550,845 0 131,613
METTLER TOLEDO INTERNATIONAL COM 592688105   33,455,509 23,938 SH   SOLE   23,938 0 0
MICRON TECHNOLOGY INC COM 595112103   37,670,192 286,400 SH Call SOLE   286,400 0 0
MICRON TECHNOLOGY INC COM 595112103   3,186,577 24,227 SH   SOLE   24,227 0 0
MICROSOFT CORP COM 594918104   912,937,388 2,042,594 SH   SOLE   1,815,012 0 227,582
MODINE MFG CO COM 607828100   25,027,763 249,803 SH   SOLE   199,763 0 50,040
MOELIS & CO CL A 60786M105   60,792,949 1,069,169 SH   SOLE   775,644 0 293,525
MONDAY COM LTD SHS M7S64H106   155,287,552 644,989 SH   SOLE   585,478 0 59,511
MONGODB INC CL A 60937P106   68,986,210 275,989 SH   SOLE   262,526 0 13,463
MONOLITHIC PWR SYS INC COM 609839105   295,064,466 359,099 SH   SOLE   326,864 0 32,235
MORGAN STANLEY COM NEW 617446448   109,550,235 1,127,176 SH   SOLE   1,127,176 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307   72,164,713 186,931 SH   SOLE   186,931 0 0
MYR GROUP INC DEL COM 55405W104   34,817,622 256,559 SH   SOLE   203,254 0 53,305
MYRIAD GENETICS INC COM 62855J104   62,000,841 2,534,785 SH   SOLE   2,021,691 0 513,094
NATERA INC COM 632307104   13,116,301 121,122 SH   SOLE   121,122 0 0
NETAPP INC COM 64110D104   39,815,944 309,130 SH   SOLE   223,226 0 85,904
NETEASE INC SPONSORED ADS 64110W102   6,636,119 69,430 SH   SOLE   69,430 0 0
NETFLIX INC COM 64110L106   975,047,727 1,444,772 SH   SOLE   1,254,850 0 189,922
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581206   1,399,140 18,000 SH   SOLE   18,000 0 0
NEWS CORP NEW CL A 65249B109   77,645,308 2,816,297 SH   SOLE   2,039,663 0 776,634
NICE LTD SPONSORED ADR 653656108   236,975,692 1,378,006 SH   SOLE   1,092,183 0 285,823
NIKE INC CL B 654106103   106,859,737 1,417,802 SH   SOLE   1,204,738 0 213,064
NIO INC SPON ADS 62914V106   4,695,355 1,128,691 SH   SOLE   876,050 0 252,641
NNN REIT INC COM 637417106   53,881,247 1,264,818 SH   SOLE   917,589 0 347,229
NOKIA CORP SPONSORED ADR 654902204   403,535,457 106,755,412 SH   SOLE   104,197,723 0 2,557,689
NORTHROP GRUMMAN CORP COM 666807102   49,644,678 113,877 SH   SOLE   113,877 0 0
NOV INC COM 62955J103   66,763,082 3,511,998 SH   SOLE   2,543,558 0 968,440
NOVANTA INC COM 67000B104   87,396,948 535,816 SH   SOLE   432,552 0 103,264
NOVO-NORDISK A S ADR 670100205   114,216,266 800,170 SH   SOLE   558,041 0 242,129
NU HLDGS LTD ORD SHS CL A G6683N103   665,418,511 51,622,848 SH   SOLE   46,397,931 0 5,224,917
NVENT ELECTRIC PLC SHS G6700G107   60,135,709 784,959 SH   SOLE   591,437 0 193,522
NVIDIA CORPORATION COM 67066G104   366,754,186 2,968,708 SH   SOLE   2,968,708 0 0
NVIDIA CORPORATION COM 67066G104   98,461,380 797,000 SH Put SOLE   797,000 0 0
NVR INC COM 62944T105   181,541,121 23,923 SH   SOLE   22,733 0 1,190
NXP SEMICONDUCTORS N V COM N6596X109   79,391,775 295,038 SH   SOLE   295,038 0 0
OGE ENERGY CORP COM 670837103   60,450,132 1,693,281 SH   SOLE   1,228,721 0 464,560
OMNICOM GROUP INC COM 681919106   50,368,882 561,526 SH   SOLE   407,473 0 154,053
ON HLDG AG NAMEN AKT A H5919C104   70,404,850 1,814,558 SH   SOLE   1,383,981 0 430,577
ON SEMICONDUCTOR CORP COM 682189105   466,276,072 6,801,985 SH   SOLE   5,935,960 0 866,025
ONTO INNOVATION INC COM 683344105   158,090,445 720,033 SH   SOLE   617,722 0 102,311
ORACLE CORP COM 68389X105   136,134,591 964,126 SH   SOLE   819,219 0 144,907
OTIS WORLDWIDE CORP COM 68902V107   53,024,243 550,844 SH   SOLE   400,453 0 150,391
PAYPAL HLDGS INC COM 70450Y103   95,190,729 1,640,371 SH   SOLE   1,640,371 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   53,065,264 399,137 SH   SOLE   399,137 0 0
PENUMBRA INC COM 70975L107   62,967,364 349,877 SH   SOLE   278,824 0 71,053
PHILIP MORRIS INTL INC COM 718172109   119,835,898 1,182,630 SH   SOLE   1,182,630 0 0
PNC FINL SVCS GROUP INC COM 693475105   107,738,467 692,941 SH   SOLE   692,941 0 0
POOL CORP COM 73278L105   12,757,268 41,510 SH   SOLE   20,769 0 20,741
PPL CORP COM 69351T106   318,611 11,523 SH   SOLE   11,523 0 0
PROCEPT BIOROBOTICS CORP COM 74276L105   29,154,225 477,234 SH   SOLE   378,086 0 99,148
PROCORE TECHNOLOGIES INC COM 74275K108   55,882,620 842,748 SH   SOLE   664,755 0 177,993
PROGRESSIVE CORP COM 743315103   1,061,068,464 5,108,413 SH   SOLE   4,772,477 0 335,936
PUBLIC STORAGE OPER CO COM 74460D109   43,373,881 150,787 SH   SOLE   109,023 0 41,764
QUANTA SVCS INC COM 74762E102   616,999,632 2,428,272 SH   SOLE   2,127,070 0 301,202
RADWARE LTD ORD M81873107   41,468,841 2,273,511 SH   SOLE   1,802,634 0 470,877
RAMBUS INC DEL COM 750917106   27,584,412 469,442 SH   SOLE   368,760 0 100,682
REDWOOD TRUST INC NOTE 7.750% 6/1 758075AF2   207,878 215,000 PRN   SOLE   0 0 0
REPLIGEN CORP COM 759916109   50,909,583 403,852 SH   SOLE   316,217 0 87,635
RHYTHM PHARMACEUTICALS INC COM 76243J105   11,138,223 271,267 SH   SOLE   218,000 0 53,267
RTX CORPORATION COM 75513E101   4,102,036 40,861 SH   SOLE   40,861 0 0
RXSIGHT INC COM 78349D107   80,266,780 1,334,000 SH   SOLE   1,063,057 0 270,943
S&P GLOBAL INC COM 78409V104   334,017,428 748,918 SH   SOLE   644,461 0 104,457
SAIA INC COM 78709Y105   374,652,105 789,922 SH   SOLE   697,170 0 92,752
SAMSARA INC COM CL A 79589L106   81,111,856 2,406,880 SH   SOLE   2,289,069 0 117,811
SCHLUMBERGER LTD COM STK 806857108   108,280,884 2,295,059 SH   SOLE   2,295,059 0 0
SCHWAB CHARLES CORP COM 808513105   954,121,319 12,947,772 SH   SOLE   12,243,578 0 704,194
SEA LTD SPONSORD ADS 81141R100   253,320,241 3,546,909 SH   SOLE   3,389,343 0 157,566
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102   452,620,083 12,105,378 SH   SOLE   11,816,677 0 288,701
SHARKNINJA INC COM SHS G8068L108   67,085,729 892,691 SH   SOLE   782,455 0 110,236
SHIFT4 PMTS INC CL A 82452J109   29,431,467 401,247 SH   SOLE   315,900 0 85,347
SHOPIFY INC CL A 82509L107   591,288,979 8,952,142 SH   SOLE   7,766,673 0 1,185,469
SMARTSHEET INC COM CL A 83200N103   21,934,649 497,610 SH   SOLE   389,313 0 108,297
SMITH DOUGLAS HOMES CORP COM SHS CL A 83207R107   14,081,353 602,282 SH   SOLE   481,343 0 120,939
SNOWFLAKE INC CL A 833445109   88,506,780 655,169 SH   SOLE   655,169 0 0
SOUTHWEST AIRLS CO COM 844741108   308,505,378 10,783,131 SH   SOLE   10,192,166 0 590,965
SPOTIFY TECHNOLOGY S A SHS L8681T102   490,963,051 1,564,623 SH   SOLE   1,436,989 0 127,634
SPROUT SOCIAL INC COM CL A 85209W109   18,836,400 527,926 SH   SOLE   414,374 0 113,552
SPX TECHNOLOGIES INC COM 78473E103   116,045,655 816,418 SH   SOLE   642,312 0 174,106
STAAR SURGICAL CO COM PAR $0.01 852312305   22,349,800 469,435 SH   SOLE   375,079 0 94,356
STEVANATO GROUP S P A ORD SHS T9224W109   32,236,291 1,757,704 SH   SOLE   1,530,730 0 226,974
STRYKER CORPORATION COM 863667101   4,666,529 13,715 SH   SOLE   13,715 0 0
SUNCOR ENERGY INC NEW COM 867224107   923,313,425 24,218,219 SH   SOLE   23,636,919 0 581,300
SYNOPSYS INC COM 871607107   324,983,093 546,135 SH   SOLE   519,707 0 26,428
SYSCO CORP COM 871829107   41,967,040 587,856 SH   SOLE   426,591 0 161,265
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   971,128,613 5,587,300 SH   SOLE   4,876,684 0 710,616
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   69,138,939 444,652 SH   SOLE   423,000 0 21,652
TARSUS PHARMACEUTICALS INC COM 87650L103   17,057,570 627,578 SH   SOLE   501,641 0 125,937
TELEFONICA BRASIL SA NEW ADR 87936R205   176,344,429 21,479,224 SH   SOLE   20,965,878 0 513,346
TEXAS INSTRS INC COM 882508104   115,391,111 593,179 SH   SOLE   593,179 0 0
THE CIGNA GROUP COM 125523100   120,096,412 363,301 SH   SOLE   363,301 0 0
TRADEWEB MKTS INC CL A 892672106   276,908,358 2,612,343 SH   SOLE   2,368,671 0 243,672
TRANE TECHNOLOGIES PLC SHS G8994E103   22,767,219 69,216 SH   SOLE   69,216 0 0
TRANSDIGM GROUP INC COM 893641100   95,111,676 74,445 SH   SOLE   74,445 0 0
TREX CO INC COM 89531P105   248,006,928 3,346,019 SH   SOLE   2,895,807 0 450,212
TWIST BIOSCIENCE CORP COM 90184D100   299,064,107 6,068,671 SH   SOLE   5,115,872 0 952,799
TYLER TECHNOLOGIES INC COM 902252105   597,587,716 1,188,567 SH   SOLE   1,029,513 0 159,054
TYSON FOODS INC CL A 902494103   57,600,206 1,008,054 SH   SOLE   728,360 0 279,694
U HAUL HOLDING COMPANY COM 023586100   1,697,575 27,500 SH   SOLE   19,943 0 7,557
U HAUL HOLDING COMPANY COM SER N 023586506   80,311,622 1,338,081 SH   SOLE   969,302 0 368,779
UIPATH INC CL A 90364P105   51,603,454 4,069,673 SH   SOLE   3,245,650 0 824,023
UNITED PARCEL SERVICE INC CL B 911312106   103,893,372 759,177 SH   SOLE   759,177 0 0
UNIVERSAL HEALTH RLTY INCOME SH BEN INT 91359E105   256,093 6,543 SH   SOLE   6,543 0 0
US BANCORP DEL COM NEW 902973304   114,747,768 2,890,372 SH   SOLE   2,890,372 0 0
VAIL RESORTS INC COM 91879Q109   55,191,292 306,397 SH   SOLE   220,940 0 85,457
VANECK ETF TRUST VANECK VIETNAM 92189F817   20,275,220 1,666,000 SH   SOLE   1,666,000 0 0
VEEVA SYS INC CL A COM 922475108   620,488,268 3,390,461 SH   SOLE   3,047,779 0 342,682
VERACYTE INC COM 92337F107   66,390,574 3,063,709 SH   SOLE   2,412,732 0 650,977
VERISK ANALYTICS INC COM 92345Y106   138,688,866 514,520 SH   SOLE   489,691 0 24,829
VERTEX PHARMACEUTICALS INC COM 92532F100   241,571,726 515,386 SH   SOLE   435,947 0 79,439
VERTIV HOLDINGS CO COM CL A 92537N108   106,172,565 1,226,436 SH   SOLE   1,107,577 0 118,859
VISA INC COM CL A 92826C839   350,374,353 1,334,912 SH   SOLE   1,334,912 0 0
VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS 92837L109   34,801,751 765,210 SH   SOLE   593,574 0 171,636
VITA COCO CO INC COM 92846Q107   28,613,563 1,027,417 SH   SOLE   820,955 0 206,462
VONTIER CORPORATION COM 928881101   85,410,731 2,235,883 SH   SOLE   1,610,026 0 625,857
VTEX SHS CL A G9470A102   9,369,509 1,290,566 SH   SOLE   1,001,397 0 289,169
WABTEC COM 929740108   141,649,468 896,232 SH   SOLE   800,667 0 95,565
WAFD INC COM 938824109   38,312,576 1,340,538 SH   SOLE   967,723 0 372,815
WALMART INC COM 931142103   44,144,347 651,962 SH   SOLE   651,962 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104   58,229,636 7,826,564 SH   SOLE   6,791,288 0 1,035,276
WATERS CORP COM 941848103   56,972,895 196,377 SH   SOLE   142,304 0 54,073
WEST PHARMACEUTICAL SVSC INC COM 955306105   820,804,306 2,491,892 SH   SOLE   2,221,491 0 270,401
WESTERN DIGITAL CORP. COM 958102105   54,092,203 713,900 SH Call SOLE   713,900 0 0
WESTERN DIGITAL CORP. COM 958102105   3,488,072 46,035 SH   SOLE   46,035 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103   920,967,549 3,513,266 SH   SOLE   3,429,877 0 83,389
WINGSTOP INC COM 974155103   154,158,050 364,733 SH   SOLE   320,242 0 44,491
WNS HLDGS LTD COM SHS G98196101   113,066,205 2,153,642 SH   SOLE   1,708,691 0 444,951
WOLFSPEED INC COM 977852102   68,650,305 3,016,270 SH   SOLE   2,401,444 0 614,826
WORKIVA INC COM CL A 98139A105   57,902,164 793,289 SH   SOLE   586,274 0 207,015
XYLEM INC COM 98419M100   563,634,472 4,155,677 SH   SOLE   3,691,207 0 464,470
YANDEX N V SHS CLASS A N97284108   0 60,616 SH   SOLE   0 0 60,616
ZSCALER INC COM 98980G102   129,634,269 674,511 SH   SOLE   641,637 0 32,874