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
ACADIA PHARMACEUTICALS INC COM 004225108   15,649,706 852,845 SH   SOLE   852,845 0 0
ADVANCED MICRO DEVICES INC COM 007903107   620,692 5,133 SH   SOLE   5,133 0 0
AFLAC INC COM 001055102   777,305 7,548 SH   SOLE   7,548 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107   56,573,368 240,418 SH   SOLE   240,418 0 0
AMERICAN EXPRESS CO COM 025816109   6,072,534 20,446 SH   SOLE   20,446 0 0
AMERICAN TOWER CORP NEW COM 03027X100   480,011 2,638 SH   SOLE   2,638 0 0
AMGEN INC COM 031162100   2,612,194 10,049 SH   SOLE   10,049 0 0
ANNEXON INC COM 03589W102   5,221,971 1,017,928 SH   SOLE   1,017,928 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105   53,353,664 222,808 SH   SOLE   222,808 0 0
ARDELYX INC COM 039697107   28,398,802 5,600,764 SH   SOLE   5,600,764 0 0
ARGENX SE SPONSORED ADR 04016X101   64,051,298 104,144 SH   SOLE   104,144 0 0
ARISTA NETWORKS INC COM SHS ADDED 040413205   18,740,588 169,538 SH   SOLE   169,538 0 0
ARTERIS INC COM 04302A104   3,236,631 317,625 SH   SOLE   317,625 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   44,447,075 64,128 SH   SOLE   64,128 0 0
ASTERA LABS INC COM 04626A103   1,204,657 9,095 SH   SOLE   9,095 0 0
AURA BIOSCIENCES INC COM 05153U107   33,542,573 4,080,605 SH   SOLE   4,080,605 0 0
AVALONBAY CMNTYS INC COM 053484101   13,317,086 60,544 SH   SOLE   60,544 0 0
AVEPOINT INC COM CL A 053604104   551,797 33,422 SH   SOLE   33,422 0 0
AVIDITY BIOSCIENCES INC COM 05370A108   10,931,870 375,924 SH   SOLE   375,924 0 0
AXCELIS TECHNOLOGIES INC COM NEW 054540208   368,635 5,276 SH   SOLE   5,276 0 0
AXSOME THERAPEUTICS INC COM 05464T104   70,117,716 828,711 SH   SOLE   828,711 0 0
BILL HOLDINGS INC COM 090043100   1,111,657 13,123 SH   SOLE   13,123 0 0
BIOHAVEN LTD COM G1110E107   20,918,092 560,056 SH   SOLE   560,056 0 0
BLUEPRINT MEDICINES CORP COM 09627Y109   75,207,369 862,285 SH   SOLE   862,285 0 0
BOSTON SCIENTIFIC CORP COM 101137107   2,433,219 27,237 SH   SOLE   27,237 0 0
BRIDGEBIO PHARMA INC COM 10806X102   14,603,348 532,192 SH   SOLE   532,192 0 0
BROADCOM INC COM 11135F101   6,701,026 28,777 SH   SOLE   28,777 0 0
BRUKER CORP COM 116794108   7,950,511 135,635 SH   SOLE   135,635 0 0
CABOT CORP COM 127055101   11,532,247 126,317 SH   SOLE   126,317 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   22,680,508 75,483 SH   SOLE   75,483 0 0
CDW CORP COM 12514G108   13,078,115 75,151 SH   SOLE   75,151 0 0
CELCUITY INC COM 15102K100   16,567,398 1,265,653 SH   SOLE   1,265,653 0 0
CELLDEX THERAPEUTICS INC NEW COM NEW 15117B202   94,842,409 3,753,260 SH   SOLE   3,753,260 0 0
CHENIERE ENERGY INC COM NEW 16411R208   50,845,252 236,658 SH   SOLE   236,658 0 0
CIENA CORP COM NEW 171779309   1,579,567 18,623 SH   SOLE   18,623 0 0
CLEARWATER ANALYTICS HLDGS I CL A 185123106   441,588 16,046 SH   SOLE   16,046 0 0
COLLEGIUM PHARMACEUTICAL INC COM 19459J104   75,598,448 2,638,702 SH   SOLE   2,638,702 0 0
CONFLUENT INC CLASS A COM 20717M103   31,621,644 1,130,891 SH   SOLE   1,130,891 0 0
CONSTELLATION ENERGY CORP COM 21037T109   4,681,735 20,862 SH   SOLE   20,862 0 0
COTERRA ENERGY INC COM 127097103   378,722 14,840 SH   SOLE   14,840 0 0
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105   560,678 8,342 SH   SOLE   8,342 0 0
CRINETICS PHARMACEUTICALS IN COM 22663K107   31,138,886 609,014 SH   SOLE   609,014 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   15,920,515 46,520 SH   SOLE   46,520 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   2,067,181 6,210 SH   SOLE   6,210 0 0
CYTOKINETICS INC COM NEW 23282W605   11,955,122 254,148 SH   SOLE   254,148 0 0
D R HORTON INC COM 23331A109   61,282,906 438,309 SH   SOLE   438,309 0 0
DATADOG INC CL A COM 23804L103   55,816,880 390,603 SH   SOLE   390,603 0 0
DAYFORCE INC COM 15677J108   1,409,069 19,398 SH   SOLE   19,398 0 0
DECKERS OUTDOOR CORP COM 243537107   29,131,623 143,429 SH   SOLE   143,429 0 0
DELL TECHNOLOGIES INC CL C 24703L202   8,273,460 71,827 SH   SOLE   71,827 0 0
DIAMONDBACK ENERGY INC COM 25278X109   1,305,511 8,108 SH   SOLE   8,108 0 0
DOCUSIGN INC COM 256163106   1,480,453 16,452 SH   SOLE   16,452 0 0
DT MIDSTREAM INC COMMON STOCK 23345M107   59,771,446 600,998 SH   SOLE   600,998 0 0
DYNATRACE INC COM NEW 268150109   1,893,800 34,847 SH   SOLE   34,847 0 0
DYNAVAX TECHNOLOGIES CORP COM NEW 268158201   8,604,554 673,810 SH   SOLE   673,810 0 0
DYNE THERAPEUTICS INC COM 26818M108   7,828,446 332,277 SH   SOLE   332,277 0 0
EASTGROUP PPTYS INC COM 277276101   31,168,294 194,191 SH   SOLE   194,191 0 0
ELASTIC N V ORD SHS N14506104   1,029,549 10,391 SH   SOLE   10,391 0 0
ELEMENT SOLUTIONS INC COM 28618M106   18,412,307 723,989 SH   SOLE   723,989 0 0
ELI LILLY & CO COM 532457108   3,241,196 4,198 SH   SOLE   4,198 0 0
ENBRIDGE INC COM 29250N105   4,144,671 98,394 SH   SOLE   98,394 0 0
ENTEGRIS INC COM 29362U104   72,822,015 735,092 SH   SOLE   735,092 0 0
ENTERGY CORP NEW COM 29364G103   42,939,266 566,368 SH   SOLE   566,368 0 0
EOG RES INC COM 26875P101   1,094,863 9,077 SH   SOLE   9,077 0 0
EQUINIX INC COM 29444U700   671,111 717 SH   SOLE   717 0 0
EVOLENT HEALTH INC CL A 30050B101   51,208,446 4,552,306 SH   SOLE   4,552,306 0 0
EXACT SCIENCES CORP COM 30063P105   69,303,890 1,233,384 SH   SOLE   1,233,384 0 0
EXLSERVICE HOLDINGS INC COM 302081104   19,008,771 428,325 SH   SOLE   428,325 0 0
F5 INC COM 315616102   1,943,365 7,728 SH   SOLE   7,728 0 0
FAIR ISAAC CORP COM 303250104   15,466,680 7,768 SH   SOLE   7,768 0 0
FASTENAL CO COM 311900104   41,957,240 583,467 SH   SOLE   583,467 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107   30,576,003 176,159 SH   SOLE   176,159 0 0
FIRST HORIZON CORPORATION COM 320517105   13,056,564 648,224 SH   SOLE   648,224 0 0
FRONTDOOR INC COM 35905A109   32,728,767 598,655 SH   SOLE   598,655 0 0
GALLAGHER ARTHUR J & CO COM 363576109   56,190,674 197,950 SH   SOLE   197,950 0 0
GARTNER INC COM 366651107   9,462,693 19,531 SH   SOLE   19,531 0 0
GE VERNOVA INC COM 36828A101   82,076,061 249,514 SH   SOLE   249,514 0 0
GENERAC HLDGS INC COM 368736104   27,061,252 174,535 SH   SOLE   174,535 0 0
GERON CORP COM 374163103   25,034,880 7,072,000 SH   SOLE   7,072,000 0 0
GITLAB INC CLASS A COM 37637K108   869,220 15,425 SH   SOLE   15,425 0 0
GLOBAL E ONLINE LTD SHS M5216V106   84,195,204 1,544,018 SH   SOLE   1,544,018 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109   12,441,782 29,524 SH   SOLE   29,524 0 0
GUARDANT HEALTH INC COM 40131M109   116,332,323 3,807,937 SH   SOLE   3,807,937 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100   1,862,811 11,050 SH   SOLE   11,050 0 0
HENRY JACK & ASSOC INC COM 426281101   1,601,540 9,136 SH   SOLE   9,136 0 0
HOME DEPOT INC COM 437076102   6,949,529 17,856 SH   SOLE   17,856 0 0
HOULIHAN LOKEY INC CL A 441593100   30,778,611 177,234 SH   SOLE   177,234 0 0
HUBBELL INC COM 443510607   13,975,089 33,362 SH   SOLE   33,362 0 0
HUBSPOT INC COM 443573100   58,879,441 84,501 SH   SOLE   84,501 0 0
HUNTINGTON BANCSHARES INC COM 446150104   26,290,360 1,615,198 SH   SOLE   1,615,198 0 0
ICF INTL INC COM 44925C103   1,240,611 10,407 SH   SOLE   10,407 0 0
IDEAYA BIOSCIENCES INC COM 45166A102   19,836,391 771,844 SH   SOLE   771,844 0 0
IDEX CORP COM 45167R104   16,777,523 80,168 SH   SOLE   80,168 0 0
INARI MED INC COM 45332Y109   31,633,081 619,649 SH   SOLE   619,649 0 0
INOZYME PHARMA INC COM 45790W108   6,149,400 2,220,000 SH   SOLE   2,220,000 0 0
INSMED INC COM PAR $.01 457669307   76,012,068 1,100,993 SH   SOLE   1,100,993 0 0
INSPIRE MED SYS INC COM 457730109   23,189,184 125,090 SH   SOLE   125,090 0 0
INTERNATIONAL PAPER CO COM 460146103   31,327,583 582,199 SH   SOLE   582,199 0 0
INTUIT COM 461202103   5,985,248 9,519 SH   SOLE   9,519 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   30,073,980 57,612 SH   SOLE   57,612 0 0
IRHYTHM TECHNOLOGIES INC COM 450056106   66,662,635 739,410 SH   SOLE   739,410 0 0
IRON MTN INC DEL COM 46284V101   39,273,291 373,863 SH   SOLE   373,863 0 0
KEROS THERAPEUTICS INC COM 492327101   6,015,400 380,000 SH   SOLE   380,000 0 0
KINETIK HOLDINGS INC COM NEW CL A 02215L209   14,342,812 252,971 SH   SOLE   252,971 0 0
KLA CORP COM NEW 482480100   15,895,671 25,211 SH   SOLE   25,211 0 0
KLAVIYO INC COM SER A 49845K101   651,268 15,792 SH   SOLE   15,792 0 0
KORRO BIO INC COM 500946108   4,475,357 117,556 SH   SOLE   117,556 0 0
KRYSTAL BIOTECH INC COM 501147102   15,005,051 95,781 SH   SOLE   95,781 0 0
KYMERA THERAPEUTICS INC COM 501575104   18,333,937 455,728 SH   SOLE   455,728 0 0
LAM RESEARCH CORP COM NEW ADDED 512807306   40,535,472 561,210 SH   SOLE   561,210 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104   46,820,610 826,483 SH   SOLE   826,483 0 0
LEXEO THERAPEUTICS INC COM 52886X107   8,125,208 1,234,834 SH   SOLE   1,234,834 0 0
LINDE PLC SHS G54950103   8,399,060 20,066 SH   SOLE   20,066 0 0
LITHIA MTRS INC COM 536797103   77,524,989 216,898 SH   SOLE   216,898 0 0
LOWES COS INC COM 548661107   31,823,538 128,945 SH   SOLE   128,945 0 0
LUMENTUM HLDGS INC COM 55024U109   1,162,287 13,845 SH   SOLE   13,845 0 0
MANHATTAN ASSOCIATES INC COM 562750109   8,097,005 29,960 SH   SOLE   29,960 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105   48,831,604 39,907 SH   SOLE   39,907 0 0
MICRON TECHNOLOGY INC COM 595112103   30,299,667 359,985 SH   SOLE   359,985 0 0
MIRUM PHARMACEUTICALS INC COM 604749101   107,795,242 2,606,938 SH   SOLE   2,606,938 0 0
MONDAY COM LTD SHS M7S64H106   72,474,712 307,828 SH   SOLE   307,828 0 0
MONGODB INC CL A 60937P106   23,971,213 102,961 SH   SOLE   102,961 0 0
MONOLITHIC PWR SYS INC COM 609839105   24,976,929 42,207 SH   SOLE   42,207 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307   29,941,213 64,769 SH   SOLE   64,769 0 0
MSCI INC COM 55354G100   19,254,022 32,090 SH   SOLE   32,090 0 0
NASDAQ INC COM 631103108   29,695,316 384,096 SH   SOLE   384,096 0 0
NEKTAR THERAPEUTICS COM 640268108   6,184,500 6,650,000 SH   SOLE   6,650,000 0 0
NETAPP INC COM 64110D104   12,725,240 109,616 SH   SOLE   109,616 0 0
NISOURCE INC COM 65473P105   12,187,521 331,555 SH   SOLE   331,555 0 0
NOVANTA INC COM 67000B104   16,680,784 109,191 SH   SOLE   109,191 0 0
NUTANIX INC CL A 67059N108   37,838,317 618,440 SH   SOLE   618,440 0 0
NVENT ELECTRIC PLC SHS G6700G107   42,681,582 626,157 SH   SOLE   626,157 0 0
NVIDIA CORPORATION COM 67066G104   7,236,359 53,788 SH   SOLE   53,788 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100   94,071,975 533,260 SH   SOLE   533,260 0 0
ONEOK INC NEW COM 682680103   20,056,090 199,628 SH   SOLE   199,628 0 0
ONTO INNOVATION INC COM 683344105   1,173,696 7,042 SH   SOLE   7,042 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   41,196,832 34,743 SH   SOLE   34,743 0 0
PALO ALTO NETWORKS INC COM 697435105   23,270,847 127,874 SH   SOLE   127,874 0 0
PAYLOCITY HLDG CORP COM 70438V106   1,630,922 8,176 SH   SOLE   8,176 0 0
PEMBINA PIPELINE CORP COM 706327103   1,680,535 45,714 SH   SOLE   45,714 0 0
PENTAIR PLC SHS G7S00T104   27,712,246 275,375 SH   SOLE   275,375 0 0
PINNACLE FINL PARTNERS INC COM 72346Q104   14,688,363 128,411 SH   SOLE   128,411 0 0
POOL CORP COM 73278L105   12,994,496 38,118 SH   SOLE   38,118 0 0
PRIVIA HEALTH GROUP INC COM 74276R102   16,078,659 822,438 SH   SOLE   822,438 0 0
PROCEPT BIOROBOTICS CORP COM 74276L105   10,054,854 124,874 SH   SOLE   124,874 0 0
PROCORE TECHNOLOGIES INC COM 74275K108   1,087,314 14,511 SH   SOLE   14,511 0 0
PROLOGIS INC. COM 74340W103   2,439,547 23,128 SH   SOLE   23,128 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106   31,265,381 370,057 SH   SOLE   370,057 0 0
PURE STORAGE INC CL A 74624M102   2,591,700 42,189 SH   SOLE   42,189 0 0
Q2 HLDGS INC COM 74736L109   1,120,638 11,134 SH   SOLE   11,134 0 0
QUANTA SVCS INC COM 74762E102   21,558,753 68,208 SH   SOLE   68,208 0 0
QUANTERIX CORP COM 74766Q101   6,537,450 615,000 SH   SOLE   615,000 0 0
RB GLOBAL INC COM 74935Q107   47,212,312 523,353 SH   SOLE   523,353 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100   2,186,973 92,441 SH   SOLE   92,441 0 0
RELAY THERAPEUTICS INC COM 75943R102   11,050,182 2,682,083 SH   SOLE   2,682,083 0 0
REMITLY GLOBAL INC COM 75960P104   17,980,347 796,604 SH   SOLE   796,604 0 0
REPLIGEN CORP COM 759916109   17,128,860 119,000 SH   SOLE   119,000 0 0
REPUBLIC SVCS INC COM 760759100   2,222,440 11,047 SH   SOLE   11,047 0 0
REVOLUTION MEDICINES INC COM 76155X100   16,281,296 372,229 SH   SOLE   372,229 0 0
RLI CORP COM 749607107   13,446,228 81,577 SH   SOLE   81,577 0 0
ROCKET PHARMACEUTICALS INC COM 77313F106   9,687,586 770,691 SH   SOLE   770,691 0 0
ROLLINS INC COM 775711104   26,394,820 569,451 SH   SOLE   569,451 0 0
ROPER TECHNOLOGIES INC COM 776696106   88,759,234 170,740 SH   SOLE   170,740 0 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104   20,992,549 823,390 SH   SOLE   823,390 0 0
RUBRIK INC. CL A 781154109   575,058 8,798 SH   SOLE   8,798 0 0
S&P GLOBAL INC COM 78409V104   8,776,282 17,622 SH   SOLE   17,622 0 0
SAREPTA THERAPEUTICS INC COM 803607100   33,188,477 272,954 SH   SOLE   272,954 0 0
SCHOLAR ROCK HLDG CORP COM 80706P103   114,929,313 2,659,240 SH   SOLE   2,659,240 0 0
SEMPRA COM 816851109   1,470,794 16,837 SH   SOLE   16,837 0 0
SERVICENOW INC COM 81762P102   6,188,762 5,837 SH   SOLE   5,837 0 0
SHERWIN WILLIAMS CO COM 824348106   36,488,928 107,350 SH   SOLE   107,350 0 0
SHOPIFY INC CL A 82509L107   713,791 6,712 SH   SOLE   6,712 0 0
SILENCE THERAPEUTICS PLC ADS 82686Q101   4,403,200 640,000 SH   SOLE   640,000 0 0
SITIME CORP COM 82982T106   697,010 3,249 SH   SOLE   3,249 0 0
SOUTHERN CO COM 842587107   27,171,862 330,045 SH   SOLE   330,045 0 0
STERIS PLC SHS USD G8473T100   33,134,364 161,199 SH   SOLE   161,199 0 0
SYNDAX PHARMACEUTICALS INC COM 87164F105   15,573,980 1,178,062 SH   SOLE   1,178,062 0 0
SYNOVUS FINL CORP COM NEW 87161C501   8,108,386 158,279 SH   SOLE   158,279 0 0
TARGA RES CORP COM 87612G101   79,264,437 444,127 SH   SOLE   444,127 0 0
TG THERAPEUTICS INC COM 88322Q108   21,636,301 718,814 SH   SOLE   718,814 0 0
THE TRADE DESK INC COM CL A 88339J105   103,789,456 882,951 SH   SOLE   882,951 0 0
TOAST INC CL A 888787108   90,226,354 2,475,167 SH   SOLE   2,475,167 0 0
TRADEWEB MKTS INC CL A 892672106   1,818,736 13,886 SH   SOLE   13,886 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   142,894,883 386,847 SH   SOLE   386,847 0 0
TRANSMEDICS GROUP INC COM 89377M109   42,245,454 677,702 SH   SOLE   677,702 0 0
TYLER TECHNOLOGIES INC COM 902252105   14,710,433 25,508 SH   SOLE   25,508 0 0
UNION PAC CORP COM 907818108   2,590,837 11,366 SH   SOLE   11,366 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102   23,931,373 67,825 SH   SOLE   67,825 0 0
VAXCYTE INC COM 92243G108   31,389,544 383,454 SH   SOLE   383,454 0 0
VERACYTE INC COM 92337F107   26,844,167 677,883 SH   SOLE   677,883 0 0
VERISK ANALYTICS INC COM 92345Y106   23,681,024 85,976 SH   SOLE   85,976 0 0
VERONA PHARMA PLC SPONSORED ADS 925050106   145,463,228 3,132,127 SH   SOLE   3,132,127 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   19,004,889 167,256 SH   SOLE   167,256 0 0
VIKING THERAPEUTICS INC COM 92686J106   17,814,127 442,697 SH   SOLE   442,697 0 0
VISTRA CORP COM 92840M102   85,253,374 618,063 SH   SOLE   618,063 0 0
VITAL FARMS INC COM 92847W103   17,476,510 463,735 SH   SOLE   463,735 0 0
VYNE Therapeutics Inc. COM 92941V308   4,447,932 1,394,336 SH   SOLE   1,394,336 0 0
WASTE CONNECTIONS INC COM 94106B101   53,009,677 308,956 SH   SOLE   308,956 0 0
WEAVE COMMUNICATIONS INC COM 94724R108   17,711,701 1,112,540 SH   SOLE   1,112,540 0 0
WEC ENERGY GROUP INC COM 92939U106   1,311,004 13,916 SH   SOLE   13,916 0 0
WILLIAMS COS INC COM 969457100   48,291,484 892,234 SH   SOLE   892,234 0 0
WORKDAY INC CL A 98138H101   78,377,368 303,692 SH   SOLE   303,692 0 0
XOMETRY INC CLASS A COM 98423F109   134,485,042 3,151,897 SH   SOLE   3,151,897 0 0
ZENTALIS PHARMACEUTICALS INC COM 98943L107   13,558,372 4,475,054 SH   SOLE   4,475,054 0 0