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
10X GENOMICS INC CL A COM 88025U109   9,252,968 409,786 SH   SOLE   394,546 0 15,240
1ST SOURCE CORP COM 336901103   4,148,427 69,279 SH   SOLE   54,626 0 14,653
3M CO COM 88579Y101   606,811 4,439 SH   SOLE   4,439 0 0
ABBOTT LABS COM 002824100   6,042,986 53,004 SH   SOLE   53,004 0 0
ABBVIE INC COM 00287Y109   17,865,028 90,465 SH   SOLE   83,975 0 6,490
ADOBE INC COM 00724F101   11,978,840 23,135 SH   SOLE   19,587 0 3,548
AGILYSYS INC COM 00847J105   29,226,953 268,211 SH   SOLE   256,302 0 11,909
ALBANY INTL CORP CL A 012348108   4,231,392 47,624 SH   SOLE   37,677 0 9,947
ALPHABET INC CAP STK CL C 02079K107   35,126,786 210,101 SH   SOLE   188,527 0 21,574
ALPHABET INC CAP STK CL A 02079K305   6,933,193 41,804 SH   SOLE   41,804 0 0
ALPHATEC HLDGS INC COM NEW 02081G201   4,875,992 876,977 SH   SOLE   876,977 0 0
AMAZON COM INC COM 023135106   40,990,178 219,987 SH   SOLE   201,397 0 18,590
AMBARELLA INC SHS G037AX101   3,149,655 55,840 SH   SOLE   55,840 0 0
AMENTUM HOLDINGS INC COM 023939101   1,318,090 40,871 SH   SOLE   40,871 0 0
AMERISAFE INC COM 03071H100   5,823,572 120,496 SH   SOLE   120,496 0 0
AMGEN INC COM 031162100   1,749,600 5,430 SH   SOLE   5,430 0 0
AMICUS THERAPEUTICS INC COM 03152W109   16,050,726 1,502,877 SH   SOLE   1,502,877 0 0
AMPHASTAR PHARMACEUTICALS IN COM 03209R103   19,689,495 405,718 SH   SOLE   405,718 0 0
ANALOG DEVICES INC COM 032654105   10,187,554 44,261 SH   SOLE   39,632 0 4,629
API GROUP CORP COM STK 00187Y100   4,482,729 135,758 SH   SOLE   107,427 0 28,331
APPLE INC COM 037833100   64,805,455 278,135 SH   SOLE   263,050 0 15,085
APPLIED INDL TECHNOLOGIES IN COM 03820C105   5,214,771 23,371 SH   SOLE   18,503 0 4,868
ARCBEST CORP COM 03937C105   16,958,760 156,374 SH   SOLE   151,587 0 4,787
ARLO TECHNOLOGIES INC COM 04206A101   16,916,265 1,396,884 SH   SOLE   1,396,884 0 0
AUTODESK INC COM 052769106   7,418,401 26,929 SH   SOLE   22,855 0 4,074
AUTOMATIC DATA PROCESSING IN COM 053015103   10,795,514 39,011 SH   SOLE   39,011 0 0
AXCELIS TECHNOLOGIES INC COM NEW 054540208   18,471,844 176,174 SH   SOLE   169,437 0 6,737
AZEK CO INC CL A 05478C105   17,249,310 368,575 SH   SOLE   351,412 0 17,163
AZENTA INC COM 114340102   3,798,568 78,418 SH   SOLE   78,418 0 0
AZZ INC COM 002474104   3,798,077 45,976 SH   SOLE   45,976 0 0
BANK AMERICA CORP COM 060505104   243,040 6,125 SH   SOLE   6,125 0 0
BECTON DICKINSON & CO COM 075887109   4,285,311 17,774 SH   SOLE   17,774 0 0
BELDEN INC COM 077454106   27,050,939 230,948 SH   SOLE   230,948 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   5,900,073 12,819 SH   SOLE   12,819 0 0
BIO-TECHNE CORP COM 09073M104   7,330,141 91,707 SH   SOLE   80,017 0 11,690
BLACKLINE INC COM 09239B109   5,329,557 96,655 SH   SOLE   96,655 0 0
BLACKROCK CORPOR HI YLD FD I COM 09255P107   510,253 50,721 SH   SOLE   50,721 0 0
BLACKROCK INC COM 09247X101   15,157,028 15,963 SH   SOLE   14,661 0 1,302
BRAZE INC COM CL A 10576N102   10,016,668 309,730 SH   SOLE   309,730 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100   5,216,760 37,228 SH   SOLE   29,464 0 7,764
CACI INTL INC CL A 127190304   4,982,025 9,874 SH   SOLE   7,810 0 2,064
CANADIAN PACIFIC KANSAS CITY COM 13646K108   2,163,820 25,296 SH   SOLE   25,296 0 0
CARPENTER TECHNOLOGY CORP COM 144285103   23,061,704 144,515 SH   SOLE   144,515 0 0
CASELLA WASTE SYS INC CL A 147448104   39,587,071 397,900 SH   SOLE   382,094 0 15,806
CASEYS GEN STORES INC COM 147528103   4,471,700 11,902 SH   SOLE   9,418 0 2,484
CATERPILLAR INC COM 149123101   1,536,710 3,929 SH   SOLE   3,929 0 0
CBIZ INC COM 124805102   39,322,796 584,378 SH   SOLE   574,362 0 10,016
CCC INTELLIGENT SOLUTIONS HL COM 12510Q100   9,941,795 899,710 SH   SOLE   851,066 0 48,644
CHEVRON CORP NEW COM 166764100   2,775,009 18,843 SH   SOLE   18,843 0 0
CHUBB LIMITED COM H1467J104   9,055,158 31,399 SH   SOLE   28,976 0 2,423
CISCO SYS INC COM 17275R102   1,467,914 27,582 SH   SOLE   27,582 0 0
CITIGROUP INC COM NEW 172967424   1,900,411 30,358 SH   SOLE   30,358 0 0
CLEARWATER ANALYTICS HLDGS I CL A 185123106   6,459,581 255,825 SH   SOLE   202,534 0 53,291
COCA COLA CO COM 191216100   456,383 6,351 SH   SOLE   6,351 0 0
COLGATE PALMOLIVE CO COM 194162103   1,238,557 11,931 SH   SOLE   11,931 0 0
CORE & MAIN INC CL A 21874C102   4,835,959 108,918 SH   SOLE   86,151 0 22,767
COSTCO WHSL CORP NEW COM 22160K105   17,523,841 19,767 SH   SOLE   19,767 0 0
CRANE COMPANY COMMON STOCK 224408104   16,653,747 105,217 SH   SOLE   105,217 0 0
CROCS INC COM 227046109   5,107,449 35,270 SH   SOLE   27,898 0 7,372
CROWDSTRIKE HLDGS INC CL A 22788C105   10,184,146 36,311 SH   SOLE   31,058 0 5,253
CROWN CASTLE INC COM 22822V101   2,086,583 17,589 SH   SOLE   17,589 0 0
CUSHMAN WAKEFIELD PLC SHS G2717B108   17,289,696 1,268,503 SH   SOLE   1,268,503 0 0
DANAHER CORPORATION COM 235851102   10,727,958 38,587 SH   SOLE   38,587 0 0
DARLING INGREDIENTS INC COM 237266101   2,126,407 57,223 SH   SOLE   45,247 0 11,976
DEERE & CO COM 244199105   19,070,312 45,696 SH   SOLE   42,477 0 3,219
DESCARTES SYS GROUP INC COM 249906108   4,828,309 46,895 SH   SOLE   37,087 0 9,808
DISNEY WALT CO COM 254687106   3,084,621 32,068 SH   SOLE   32,068 0 0
DONALDSON INC COM 257651109   1,050,225 14,250 SH   SOLE   14,250 0 0
DONNELLEY FINL SOLUTIONS INC COM 25787G100   10,206,744 155,047 SH   SOLE   155,047 0 0
DORMAN PRODS INC COM 258278100   4,801,378 42,445 SH   SOLE   42,445 0 0
DOUBLELINE INCOME SOLUTIONS COM 258622109   402,289 30,993 SH   SOLE   30,993 0 0
DUTCH BROS INC CL A 26701L100   9,233,032 288,262 SH   SOLE   260,619 0 27,643
EATON CORP PLC SHS G29183103   34,343,481 103,619 SH   SOLE   94,426 0 9,193
ECOLAB INC COM 278865100   8,694,242 34,051 SH   SOLE   34,051 0 0
ELI LILLY & CO COM 532457108   33,197,058 37,471 SH   SOLE   34,058 0 3,413
EMERSON ELEC CO COM 291011104   826,290 7,555 SH   SOLE   7,555 0 0
ESAB CORPORATION COM 29605J106   13,531,137 127,280 SH   SOLE   127,280 0 0
ESCO TECHNOLOGIES INC COM 296315104   6,605,711 51,215 SH   SOLE   51,215 0 0
EXPONENT INC COM 30214U102   5,347,263 46,385 SH   SOLE   36,659 0 9,726
EXXON MOBIL CORP COM 30231G102   1,799,210 15,349 SH   SOLE   15,349 0 0
FIRST HAWAIIAN INC COM 32051X108   17,335,715 748,843 SH   SOLE   748,843 0 0
FIRST INTST BANCSYSTEM INC COM 32055Y201   5,365,318 174,880 SH   SOLE   174,880 0 0
FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 33734X846   4,213,918 71,145 SH   SOLE   71,145 0 0
FIRSTCASH HOLDINGS INC COM 33768G107   15,614,063 136,011 SH   SOLE   136,011 0 0
FISERV INC COM 337738108   1,516,246 8,440 SH   SOLE   8,440 0 0
FLUOR CORP NEW COM 343412102   19,288,247 404,281 SH   SOLE   404,281 0 0
FMC CORP COM NEW 302491303   3,369,864 51,105 SH   SOLE   40,323 0 10,782
FORTIVE CORP COM 34959J108   936,504 11,865 SH   SOLE   11,865 0 0
FREEPORT-MCMORAN INC CL B 35671D857   529,452 10,606 SH   SOLE   10,606 0 0
FRESHPET INC COM 358039105   36,995,875 270,497 SH   SOLE   261,360 0 9,137
GE AEROSPACE COM NEW 369604301   19,366,600 102,697 SH   SOLE   89,039 0 13,658
GE VERNOVA INC COM 36828A101   13,776,059 54,028 SH   SOLE   50,618 0 3,410
GENERAL MLS INC COM 370334104   725,946 9,830 SH   SOLE   9,830 0 0
GLAUKOS CORP COM 377322102   3,069,267 23,559 SH   SOLE   23,559 0 0
GLOBUS MED INC CL A 379577208   5,678,273 79,372 SH   SOLE   62,787 0 16,585
GRAINGER W W INC COM 384802104   4,086,679 3,934 SH   SOLE   3,934 0 0
GRAND CANYON ED INC COM 38526M106   3,468,942 24,455 SH   SOLE   19,339 0 5,116
HALOZYME THERAPEUTICS INC COM 40637H109   25,145,360 439,297 SH   SOLE   423,210 0 16,087
HAYWARD HLDGS INC COM 421298100   16,747,169 1,091,732 SH   SOLE   1,091,732 0 0
HELIOS TECHNOLOGIES INC COM 42328H109   7,854,425 164,663 SH   SOLE   164,663 0 0
HELMERICH & PAYNE INC COM 423452101   17,798,164 585,081 SH   SOLE   561,342 0 23,739
HOME DEPOT INC COM 437076102   4,834,036 11,930 SH   SOLE   11,930 0 0
HONEYWELL INTL INC COM 438516106   980,012 4,741 SH   SOLE   4,741 0 0
HOULIHAN LOKEY INC CL A 441593100   6,691,673 42,347 SH   SOLE   33,522 0 8,825
HUBBELL INC COM 443510607   26,705,909 62,346 SH   SOLE   57,089 0 5,257
ICF INTL INC COM 44925C103   8,814,685 52,849 SH   SOLE   52,849 0 0
ICU MED INC COM 44930G107   19,005,910 104,302 SH   SOLE   104,302 0 0
IDEXX LABS INC COM 45168D104   11,358,356 22,482 SH   SOLE   19,628 0 2,854
ILLINOIS TOOL WKS INC COM 452308109   497,933 1,900 SH   SOLE   1,900 0 0
INARI MED INC COM 45332Y109   12,606,532 305,687 SH   SOLE   305,687 0 0
INSPIRE MED SYS INC COM 457730109   3,323,826 15,749 SH   SOLE   12,463 0 3,286
INTER PARFUMS INC COM 458334109   27,134,735 209,567 SH   SOLE   201,706 0 7,861
INTERNATIONAL BUSINESS MACHS COM 459200101   1,332,670 6,028 SH   SOLE   6,028 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   399,894 814 SH   SOLE   814 0 0
IONIS PHARMACEUTICALS INC COM 462222100   3,436,868 85,793 SH   SOLE   67,868 0 17,925
ISHARES TR TIPS BD ETF 464287176   1,988 18 SH   SOLE   18 0 0
ISHARES TR MSCI EAFE ETF 464287465   79,449 950 SH   SOLE   950 0 0
ISHARES TR CORE S&P MCP ETF 464287507   283,868 4,555 SH   SOLE   4,555 0 0
ISHARES TR RUS 1000 VAL ETF 464287598   5,504 29 SH   SOLE   29 0 0
ISHARES TR RUS 1000 GRW ETF 464287614   105,857 282 SH   SOLE   282 0 0
ISHARES TR RUS 2000 GRW ETF 464287648   298,484 1,051 SH   SOLE   1,051 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   152,414 690 SH   SOLE   690 0 0
ISHARES TR CORE S&P SCP ETF 464287804   148,539 1,270 SH   SOLE   1,270 0 0
ISHARES TR SP SMCP600VL ETF 464287879   51,784 481 SH   SOLE   481 0 0
JACOBS SOLUTIONS INC COM 46982L108   5,350,014 40,871 SH   SOLE   40,871 0 0
JFROG LTD ORD SHS M6191J100   5,746,609 197,886 SH   SOLE   197,886 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104   7,170,543 72,790 SH   SOLE   72,790 0 0
JOHNSON & JOHNSON COM 478160104   7,481,500 46,165 SH   SOLE   46,165 0 0
JONES LANG LASALLE INC COM 48020Q107   4,301,581 15,943 SH   SOLE   12,612 0 3,331
JPMORGAN CHASE & CO. COM 46625H100   9,277,840 44,000 SH   SOLE   44,000 0 0
KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207   23,712,527 1,017,705 SH   SOLE   1,017,705 0 0
KURA SUSHI USA INC CL A COM 501270102   13,628,899 169,177 SH   SOLE   169,177 0 0
LANTHEUS HLDGS INC COM 516544103   5,440,308 49,570 SH   SOLE   49,570 0 0
LIGAND PHARMACEUTICALS INC COM NEW 53220K504   11,810,720 118,001 SH   SOLE   118,001 0 0
LINDE PLC SHS G54950103   7,919,214 16,607 SH   SOLE   16,607 0 0
LITTELFUSE INC COM 537008104   2,853,029 10,756 SH   SOLE   10,756 0 0
LOCKHEED MARTIN CORP COM 539830109   543,641 930 SH   SOLE   930 0 0
LOUISIANA PAC CORP COM 546347105   31,062,495 289,061 SH   SOLE   289,061 0 0
LOWES COS INC COM 548661107   1,625,100 6,000 SH   SOLE   6,000 0 0
LUMENTUM HLDGS INC COM 55024U109   21,522,644 339,581 SH   SOLE   339,581 0 0
MAGNITE INC COM 55955D100   12,851,207 927,885 SH   SOLE   927,885 0 0
MAMAS CREATIONS INC COM 56146T103   86,213 11,810 SH   SOLE   11,810 0 0
MARRIOTT INTL INC NEW CL A 571903202   692,600 2,786 SH   SOLE   2,786 0 0
MARTEN TRANS LTD COM 573075108   12,506,431 706,578 SH   SOLE   706,578 0 0
MASTERCARD INCORPORATED CL A 57636Q104   668,111 1,353 SH   SOLE   1,353 0 0
MAXLINEAR INC COM 57776J100   7,978,248 550,984 SH   SOLE   550,984 0 0
MCDONALDS CORP COM 580135101   1,883,699 6,186 SH   SOLE   6,186 0 0
MDU RES GROUP INC COM 552690109   16,489,719 601,595 SH   SOLE   601,595 0 0
MERCK & CO INC COM 58933Y105   870,665 7,667 SH   SOLE   7,667 0 0
META PLATFORMS INC CL A 30303M102   16,423,876 28,691 SH   SOLE   22,411 0 6,280
METHANEX CORP COM 59151K108   12,495,676 302,266 SH   SOLE   302,266 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105   3,137,372 2,092 SH   SOLE   2,092 0 0
MGM RESORTS INTERNATIONAL COM 552953101   8,358,771 213,834 SH   SOLE   169,276 0 44,558
MICROSOFT CORP COM 594918104   74,148,435 172,318 SH   SOLE   162,889 0 9,429
MKS INSTRS INC COM 55306N104   2,781,998 25,591 SH   SOLE   20,263 0 5,328
MONDELEZ INTL INC CL A 609207105   2,588,469 35,136 SH   SOLE   35,136 0 0
MONTROSE ENVIRONMENTAL GROUP COM 615111101   13,754,006 522,966 SH   SOLE   522,966 0 0
MP MATERIALS CORP COM CL A 553368101   6,303,468 357,137 SH   SOLE   357,137 0 0
MYR GROUP INC DEL COM 55405W104   2,906,706 28,433 SH   SOLE   22,489 0 5,944
NAPCO SEC TECHNOLOGIES INC COM 630402105   22,235,238 549,561 SH   SOLE   549,561 0 0
NATERA INC COM 632307104   9,055,597 71,332 SH   SOLE   56,451 0 14,881
NCINO INC COM 63947X101   10,628,456 336,450 SH   SOLE   336,450 0 0
NEOGEN CORP COM 640491106   34,564,302 2,056,175 SH   SOLE   1,998,925 0 57,250
NEW YORK TIMES CO CL A 650111107   6,382,565 114,650 SH   SOLE   90,852 0 23,798
NEXTERA ENERGY INC COM 65339F101   270,496 3,200 SH   SOLE   3,200 0 0
NIKE INC CL B 654106103   5,031,286 56,915 SH   SOLE   56,915 0 0
NOBLE CORP PLC ORD SHS A G65431127   9,078,693 251,209 SH   SOLE   251,209 0 0
NUCOR CORP COM 670346105   1,444,617 9,609 SH   SOLE   9,609 0 0
NVENT ELECTRIC PLC SHS G6700G107   6,628,609 94,344 SH   SOLE   85,005 0 9,339
NVIDIA CORPORATION COM 67066G104   41,133,671 338,716 SH   SOLE   297,394 0 41,322
OATLY GROUP AB SPONSORED ADS 67421J108   14,013 16,401 SH   SOLE   16,401 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100   18,275,675 92,004 SH   SOLE   84,425 0 7,579
OPKO HEALTH INC COM 68375N103   20,565 13,802 SH   SOLE   13,802 0 0
ORACLE CORP COM 68389X105   5,429,114 31,861 SH   SOLE   31,861 0 0
OUTFRONT MEDIA INC COM 69007J106   20,549,612 1,118,042 SH   SOLE   1,118,042 0 0
PACCAR INC COM 693718108   15,194,253 153,975 SH   SOLE   139,181 0 14,794
PALO ALTO NETWORKS INC COM 697435105   652,154 1,908 SH   SOLE   1,908 0 0
PARSONS CORP DEL COM 70202L102   4,342,533 41,884 SH   SOLE   41,884 0 0
PAYCHEX INC COM 704326107   979,319 7,298 SH   SOLE   7,298 0 0
PAYCOR HCM INC COM 70435P102   22,965,068 1,618,398 SH   SOLE   1,618,398 0 0
PEPSICO INC COM 713448108   8,179,405 48,100 SH   SOLE   48,100 0 0
PHILIP MORRIS INTL INC COM 718172109   758,629 6,249 SH   SOLE   6,249 0 0
POTLATCHDELTIC CORPORATION COM 737630103   4,605,597 102,233 SH   SOLE   102,233 0 0
PRIMERICA INC COM 74164M108   3,941,720 14,866 SH   SOLE   11,761 0 3,105
PROCORE TECHNOLOGIES INC COM 74275K108   4,262,877 69,068 SH   SOLE   54,668 0 14,400
PROCTER AND GAMBLE CO COM 742718109   2,184,745 12,614 SH   SOLE   12,614 0 0
PTC INC COM 69370C100   10,520,374 58,233 SH   SOLE   52,832 0 5,401
REPLIGEN CORP COM 759916109   5,383,117 36,172 SH   SOLE   28,696 0 7,476
ROCKWELL AUTOMATION INC COM 773903109   14,113,211 52,571 SH   SOLE   46,870 0 5,701
ROGERS CORP COM 775133101   8,686,853 76,868 SH   SOLE   69,579 0 7,289
RTX CORPORATION COM 75513E101   1,505,050 12,422 SH   SOLE   12,422 0 0
RXSIGHT INC COM 78349D107   9,205,547 186,234 SH   SOLE   186,234 0 0
S&P GLOBAL INC COM 78409V104   26,432,862 51,165 SH   SOLE   46,731 0 4,434
SALESFORCE INC COM 79466L302   1,382,783 5,052 SH   SOLE   5,052 0 0
SCHWAB CHARLES CORP COM 808513105   828,985 12,791 SH   SOLE   12,791 0 0
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102   3,684,330 55,387 SH   SOLE   55,387 0 0
SCHWAB STRATEGIC TR US SML CAP ETF 808524607   183,152 3,556 SH   SOLE   3,556 0 0
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805   468,206 11,386 SH   SOLE   11,386 0 0
SCHWAB STRATEGIC TR US AGGREGATE B 808524839   87,205 1,835 SH   SOLE   1,835 0 0
SHELL PLC SPON ADS 780259305   306,997 4,655 SH   SOLE   4,655 0 0
SHERWIN WILLIAMS CO COM 824348106   15,022,913 39,361 SH   SOLE   35,105 0 4,256
SHIFT4 PMTS INC CL A 82452J109   3,534,254 39,890 SH   SOLE   31,567 0 8,323
SHOPIFY INC CL A 82509L107   11,014,602 137,442 SH   SOLE   116,841 0 20,601
SIGNET JEWELERS LIMITED SHS G81276100   13,016,062 126,198 SH   SOLE   126,198 0 0
SILICON LABORATORIES INC COM 826919102   5,269,414 45,595 SH   SOLE   45,595 0 0
SIMPSON MFG INC COM 829073105   3,141,801 16,426 SH   SOLE   16,426 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103   23,544,073 156,014 SH   SOLE   148,653 0 7,361
SITIME CORP COM 82982T106   19,146,690 111,636 SH   SOLE   111,636 0 0
SPX TECHNOLOGIES INC COM 78473E103   7,274,087 45,617 SH   SOLE   36,119 0 9,498
STAAR SURGICAL CO COM PAR $0.01 852312305   10,989,230 295,807 SH   SOLE   295,807 0 0
STEWART INFORMATION SVCS COR COM 860372101   21,591,489 288,888 SH   SOLE   288,888 0 0
STRYKER CORPORATION COM 863667101   16,673,955 46,155 SH   SOLE   40,320 0 5,835
SUMMIT MATLS INC CL A 86614U100   3,456,848 88,569 SH   SOLE   70,068 0 18,501
SUNLINK HEALTH SYS INC COM 86737U102   59,604 74,505 SH   SOLE   74,505 0 0
SYSCO CORP COM 871829107   468,360 6,000 SH   SOLE   6,000 0 0
TALKSPACE INC COM 87427V103   67,578 32,334 SH   SOLE   32,334 0 0
TERRENO RLTY CORP COM 88146M101   17,416,433 260,608 SH   SOLE   260,608 0 0
TESLA INC COM 88160R101   215,583 824 SH   SOLE   824 0 0
THE BALDWIN INSURANCE GRP IN COM CL A 05589G102   15,139,698 304,010 SH   SOLE   304,010 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   13,572,044 21,941 SH   SOLE   20,326 0 1,615
TIMKEN CO COM 887389104   4,400,781 52,210 SH   SOLE   41,346 0 10,864
TOPGOLF CALLAWAY BRANDS CORP COM 131193104   9,152,884 833,596 SH   SOLE   833,596 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274   26,878,301 607,282 SH   SOLE   590,019 0 17,263
TRAVELERS COMPANIES INC COM 89417E109   2,801,012 11,964 SH   SOLE   11,964 0 0
UFP INDUSTRIES INC COM 90278Q108   4,923,524 37,524 SH   SOLE   29,735 0 7,789
UL SOLUTIONS INC CLASS A COM SHS 903731107   3,113,739 63,159 SH   SOLE   49,903 0 13,256
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108   9,722,694 175,026 SH   SOLE   175,026 0 0
UNION PAC CORP COM 907818108   1,318,422 5,349 SH   SOLE   5,349 0 0
UNITED PARCEL SERVICE INC CL B 911312106   452,921 3,322 SH   SOLE   3,322 0 0
UNITEDHEALTH GROUP INC COM 91324P102   7,725,377 13,213 SH   SOLE   13,213 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100   458,020 2,000 SH   SOLE   2,000 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   1,461,148 30,536 SH   SOLE   30,536 0 0
VERACYTE INC COM 92337F107   24,629,778 723,554 SH   SOLE   723,554 0 0
VERALTO CORP COM SHS 92338C103   1,178,557 10,536 SH   SOLE   10,536 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   1,514,680 33,727 SH   SOLE   33,727 0 0
VERRA MOBILITY CORP CL A COM STK 92511U102   3,420,713 123,003 SH   SOLE   123,003 0 0
VESTIS CORPORATION COM SHS 29430C102   15,747,259 1,056,863 SH   SOLE   1,056,863 0 0
VISA INC COM CL A 92826C839   27,397,668 99,646 SH   SOLE   88,861 0 10,785
VITAL FARMS INC COM 92847W103   3,615,577 103,096 SH   SOLE   103,096 0 0
WELLS FARGO CO NEW COM 949746101   1,727,860 30,587 SH   SOLE   30,587 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104   4,296,597 126,893 SH   SOLE   126,893 0 0
WINTRUST FINL CORP COM 97650W108   31,321,649 288,599 SH   SOLE   288,599 0 0
ZIPRECRUITER INC CL A 98980B103   10,010,027 1,053,687 SH   SOLE   1,053,687 0 0
ZOETIS INC CL A 98978V103   12,622,916 64,607 SH   SOLE   56,099 0 8,508
ZURN ELKAY WATER SOLNS CORP COM 98983L108   3,997,067 111,215 SH   SOLE   111,215 0 0