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
1ST SOURCE CORP COM 336901103   3,659,142 62,678 SH   SOLE   49,359 0 13,319
3M CO COM 88579Y101   573,031 4,439 SH   SOLE   4,439 0 0
ABBOTT LABS COM 002824100   6,286,541 55,579 SH   SOLE   55,579 0 0
ABBVIE INC COM 00287Y109   8,429,377 47,436 SH   SOLE   47,436 0 0
ADOBE INC COM 00724F101   9,489,471 21,340 SH   SOLE   18,628 0 2,712
AGILYSYS INC COM 00847J105   34,010,683 258,224 SH   SOLE   247,496 0 10,728
ALBANY INTL CORP CL A 012348108   4,113,177 51,434 SH   SOLE   51,434 0 0
ALPHABET INC CAP STK CL C 02079K107   38,792,628 203,700 SH   SOLE   180,792 0 22,908
ALPHABET INC CAP STK CL A 02079K305   7,913,497 41,804 SH   SOLE   41,804 0 0
ALPHATEC HLDGS INC COM NEW 02081G201   5,274,305 574,543 SH   SOLE   574,543 0 0
AMAZON COM INC COM 023135106   47,543,349 216,707 SH   SOLE   196,432 0 20,275
AMBARELLA INC SHS G037AX101   3,766,259 51,777 SH   SOLE   51,777 0 0
AMENTUM HOLDINGS INC COM 023939101   806,143 38,333 SH   SOLE   38,333 0 0
AMERISAFE INC COM 03071H100   4,684,161 90,884 SH   SOLE   90,884 0 0
AMGEN INC COM 031162100   1,415,275 5,430 SH   SOLE   5,430 0 0
AMICUS THERAPEUTICS INC COM 03152W109   15,727,010 1,669,534 SH   SOLE   1,669,534 0 0
AMPHASTAR PHARMACEUTICALS IN COM 03209R103   14,729,545 396,702 SH   SOLE   396,702 0 0
ANALOG DEVICES INC COM 032654105   9,334,218 43,934 SH   SOLE   39,013 0 4,921
API GROUP CORP COM STK 00187Y100   4,417,440 122,809 SH   SOLE   97,216 0 25,593
APPLE INC COM 037833100   67,951,717 271,351 SH   SOLE   255,300 0 16,051
APPLIED INDL TECHNOLOGIES IN COM 03820C105   5,056,888 21,117 SH   SOLE   16,714 0 4,403
ARCBEST CORP COM 03937C105   10,674,688 114,388 SH   SOLE   108,918 0 5,470
ARHAUS INC COM CL A 04035M102   4,758,712 506,246 SH   SOLE   506,246 0 0
ARLO TECHNOLOGIES INC COM 04206A101   17,663,963 1,578,549 SH   SOLE   1,578,549 0 0
ATS CORPORATION COM 00217Y104   4,373,453 143,486 SH   SOLE   143,486 0 0
AUTODESK INC COM 052769106   9,297,745 31,457 SH   SOLE   26,275 0 5,182
AUTOMATIC DATA PROCESSING IN COM 053015103   11,421,154 39,016 SH   SOLE   39,016 0 0
AXSOME THERAPEUTICS INC COM 05464T104   7,754,422 91,649 SH   SOLE   91,649 0 0
AZEK CO INC CL A 05478C105   16,831,533 354,572 SH   SOLE   339,058 0 15,514
AZENTA INC COM 114340102   3,614,950 72,299 SH   SOLE   72,299 0 0
AZZ INC COM 002474104   3,484,631 42,537 SH   SOLE   42,537 0 0
BANK AMERICA CORP COM 060505104   269,194 6,125 SH   SOLE   6,125 0 0
BECTON DICKINSON & CO COM 075887109   3,975,670 17,524 SH   SOLE   17,524 0 0
BELDEN INC COM 077454106   25,472,720 226,203 SH   SOLE   226,203 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   5,810,596 12,819 SH   SOLE   12,819 0 0
BIO-TECHNE CORP COM 09073M104   9,837,281 136,572 SH   SOLE   122,181 0 14,391
BLACKLINE INC COM 09239B109   5,456,552 89,805 SH   SOLE   89,805 0 0
BLACKROCK CORPOR HI YLD FD I COM 09255P107   507,422 51,725 SH   SOLE   51,725 0 0
BLACKROCK INC COM 09290D101   16,229,542 15,832 SH   SOLE   14,450 0 1,382
BLUEPRINT MEDICINES CORP COM 09627Y109   2,028,301 23,255 SH   SOLE   18,377 0 4,878
BRIGHT HORIZONS FAM SOL IN D COM 109194100   3,726,334 33,616 SH   SOLE   26,607 0 7,009
CANADIAN PACIFIC KANSAS CITY COM 13646K108   1,471,716 20,336 SH   SOLE   20,336 0 0
CASELLA WASTE SYS INC CL A 147448104   40,584,166 383,557 SH   SOLE   369,255 0 14,302
CASEYS GEN STORES INC COM 147528103   4,261,850 10,756 SH   SOLE   8,511 0 2,245
CATERPILLAR INC COM 149123101   1,425,284 3,929 SH   SOLE   3,929 0 0
CBIZ INC COM 124805102   45,927,006 561,249 SH   SOLE   552,201 0 9,048
CCC INTELLIGENT SOLUTIONS HL COM 12510Q100   9,743,442 830,643 SH   SOLE   786,701 0 43,942
CHART INDS INC COM 16115Q308   15,593,346 81,709 SH   SOLE   81,709 0 0
CHEVRON CORP NEW COM 166764100   2,727,627 18,832 SH   SOLE   18,832 0 0
CHUBB LIMITED COM H1467J104   8,689,635 31,450 SH   SOLE   28,865 0 2,585
CISCO SYS INC COM 17275R102   1,524,400 25,750 SH   SOLE   25,750 0 0
CITIGROUP INC COM NEW 172967424   2,137,604 30,368 SH   SOLE   30,368 0 0
CLEARWATER ANALYTICS HLDGS I CL A 185123106   6,364,083 231,253 SH   SOLE   183,010 0 48,243
COCA COLA CO COM 191216100   392,300 6,301 SH   SOLE   6,301 0 0
COLGATE PALMOLIVE CO COM 194162103   1,087,375 11,961 SH   SOLE   11,961 0 0
COMMERCIAL VEH GROUP INC COM 202608105   42,482 17,130 SH   SOLE   17,130 0 0
CORE & MAIN INC CL A 21874C102   5,017,079 98,548 SH   SOLE   77,957 0 20,591
COSTCO WHSL CORP NEW COM 22160K105   17,881,925 19,516 SH   SOLE   19,516 0 0
CRANE COMPANY COMMON STOCK 224408104   11,623,140 76,594 SH   SOLE   76,594 0 0
CROCS INC COM 227046109   3,495,869 31,917 SH   SOLE   25,239 0 6,678
CROWDSTRIKE HLDGS INC CL A 22788C105   12,175,079 35,583 SH   SOLE   29,834 0 5,749
CROWN CASTLE INC COM 22822V101   1,192,133 13,135 SH   SOLE   13,135 0 0
CUSHMAN WAKEFIELD PLC SHS G2717B108   16,263,528 1,243,389 SH   SOLE   1,243,389 0 0
DANAHER CORPORATION COM 235851102   8,862,237 38,607 SH   SOLE   38,607 0 0
DARLING INGREDIENTS INC COM 237266101   1,712,193 50,822 SH   SOLE   39,979 0 10,843
DEERE & CO COM 244199105   19,263,097 45,464 SH   SOLE   42,047 0 3,417
DESCARTES SYS GROUP INC COM 249906108   4,813,914 42,376 SH   SOLE   33,516 0 8,860
DISNEY WALT CO COM 254687106   3,501,735 31,448 SH   SOLE   31,448 0 0
DONALDSON INC COM 257651109   959,737 14,250 SH   SOLE   14,250 0 0
DONNELLEY FINL SOLUTIONS INC COM 25787G100   11,780,318 187,794 SH   SOLE   187,794 0 0
DORMAN PRODS INC COM 258278100   3,926,531 30,309 SH   SOLE   30,309 0 0
DOUBLELINE INCOME SOLUTIONS COM 258622109   398,469 31,700 SH   SOLE   31,700 0 0
DUTCH BROS INC CL A 26701L100   36,426,623 695,430 SH   SOLE   670,372 0 25,058
EATON CORP PLC SHS G29183103   33,977,846 102,383 SH   SOLE   92,560 0 9,823
ECOLAB INC COM 278865100   7,983,517 34,071 SH   SOLE   34,071 0 0
ELI LILLY & CO COM 532457108   32,274,232 41,806 SH   SOLE   37,380 0 4,426
EMERSON ELEC CO COM 291011104   966,654 7,800 SH   SOLE   7,800 0 0
ESAB CORPORATION COM 29605J106   14,952,080 124,663 SH   SOLE   124,663 0 0
ESCO TECHNOLOGIES INC COM 296315104   4,597,344 34,512 SH   SOLE   34,512 0 0
EVERUS CONSTR GROUP COM 300426103   20,331,610 309,226 SH   SOLE   309,226 0 0
EXPONENT INC COM 30214U102   3,732,844 41,895 SH   SOLE   33,119 0 8,776
EXXON MOBIL CORP COM 30231G102   1,651,415 15,352 SH   SOLE   15,352 0 0
FIRST HAWAIIAN INC COM 32051X108   19,013,902 732,713 SH   SOLE   732,713 0 0
FIRST INTST BANCSYSTEM INC COM 32055Y201   5,243,515 161,488 SH   SOLE   161,488 0 0
FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 33734X846   4,514,150 71,145 SH   SOLE   71,145 0 0
FIRSTCASH HOLDINGS INC COM 33768G107   13,780,976 133,021 SH   SOLE   133,021 0 0
FISERV INC COM 337738108   1,733,745 8,440 SH   SOLE   8,440 0 0
FLOWSERVE CORP COM 34354P105   4,063,961 70,653 SH   SOLE   56,131 0 14,522
FLUOR CORP NEW COM 343412102   16,097,259 326,384 SH   SOLE   326,384 0 0
FMC CORP COM NEW 302491303   2,193,721 45,129 SH   SOLE   35,399 0 9,730
FORTIVE CORP COM 34959J108   889,875 11,865 SH   SOLE   11,865 0 0
FREEPORT-MCMORAN INC CL B 35671D857   403,876 10,606 SH   SOLE   10,606 0 0
FRESHPET INC COM 358039105   36,564,212 246,872 SH   SOLE   241,335 0 5,537
GCM GROSVENOR INC COM CL A 36831E108   2,199,545 179,262 SH   SOLE   141,905 0 37,357
GE AEROSPACE COM NEW 369604301   24,093,149 144,452 SH   SOLE   129,930 0 14,522
GE VERNOVA INC COM 36828A101   21,961,998 66,768 SH   SOLE   63,139 0 3,629
GENERAL MLS INC COM 370334104   623,033 9,770 SH   SOLE   9,770 0 0
GLAUKOS CORP COM 377322102   3,275,439 21,845 SH   SOLE   21,845 0 0
GLOBUS MED INC CL A 379577208   5,929,232 71,687 SH   SOLE   56,735 0 14,952
GMS INC COM 36251C103   11,912,762 140,431 SH   SOLE   140,431 0 0
GRAINGER W W INC COM 384802104   4,146,633 3,934 SH   SOLE   3,934 0 0
GRAND CANYON ED INC COM 38526M106   4,323,829 26,397 SH   SOLE   20,864 0 5,533
GROCERY OUTLET HLDG CORP COM 39874R101   7,914,348 507,005 SH   SOLE   507,005 0 0
HALOZYME THERAPEUTICS INC COM 40637H109   19,567,725 409,281 SH   SOLE   394,708 0 14,573
HAYWARD HLDGS INC COM 421298100   16,350,530 1,069,361 SH   SOLE   1,069,361 0 0
HELIOS TECHNOLOGIES INC COM 42328H109   6,242,859 139,849 SH   SOLE   139,849 0 0
HELMERICH & PAYNE INC COM 423452101   14,650,943 457,556 SH   SOLE   457,556 0 0
HOME DEPOT INC COM 437076102   5,665,250 14,564 SH   SOLE   14,564 0 0
HONEYWELL INTL INC COM 438516106   1,095,792 4,851 SH   SOLE   4,851 0 0
HOULIHAN LOKEY INC CL A 441593100   6,640,585 38,239 SH   SOLE   30,279 0 7,960
HUBBELL INC COM 443510607   25,782,261 61,549 SH   SOLE   55,958 0 5,591
ICU MED INC COM 44930G107   15,840,840 102,087 SH   SOLE   102,087 0 0
IDEXX LABS INC COM 45168D104   8,559,448 20,703 SH   SOLE   18,087 0 2,616
ILLINOIS TOOL WKS INC COM 452308109   481,764 1,900 SH   SOLE   1,900 0 0
INARI MED INC COM 45332Y109   15,280,235 299,319 SH   SOLE   299,319 0 0
INSPIRE MED SYS INC COM 457730109   2,497,439 13,472 SH   SOLE   10,508 0 2,964
INTERNATIONAL BUSINESS MACHS COM 459200101   1,325,135 6,028 SH   SOLE   6,028 0 0
INTERPARFUMS INC COM 458334109   19,979,788 151,926 SH   SOLE   144,835 0 7,091
INTUITIVE SURGICAL INC COM NEW 46120E602   424,875 814 SH   SOLE   814 0 0
IONIS PHARMACEUTICALS INC COM 462222100   2,582,355 73,866 SH   SOLE   57,661 0 16,205
ISHARES TR TIPS BD ETF 464287176   1,918 18 SH   SOLE   18 0 0
ISHARES TR IBOXX INV CP ETF 464287242   9,081 85 SH   SOLE   85 0 0
ISHARES TR MSCI EAFE ETF 464287465   71,830 950 SH   SOLE   950 0 0
ISHARES TR CORE S&P MCP ETF 464287507   283,822 4,555 SH   SOLE   4,555 0 0
ISHARES TR RUS 1000 VAL ETF 464287598   5,369 29 SH   SOLE   29 0 0
ISHARES TR RUS 1000 GRW ETF 464287614   3,197,380 7,962 SH   SOLE   7,962 0 0
ISHARES TR RUS 2000 GRW ETF 464287648   247,237 859 SH   SOLE   859 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   8,001,845 36,214 SH   SOLE   36,214 0 0
ISHARES TR CORE S&P SCP ETF 464287804   146,329 1,270 SH   SOLE   1,270 0 0
ISHARES TR SP SMCP600VL ETF 464287879   52,241 481 SH   SOLE   481 0 0
ISHARES TR MRGSTR MD CP GRW 464288307   166,846 2,209 SH   SOLE   2,209 0 0
ISHARES TR ISHS 1-5YR INVS 464288646   24,609 476 SH   SOLE   476 0 0
ISHARES TR MSCI USA ESG SLC 464288802   2,662,456 21,897 SH   SOLE   21,897 0 0
JACOBS SOLUTIONS INC COM 46982L108   5,441,140 40,721 SH   SOLE   40,721 0 0
JFROG LTD ORD SHS M6191J100   5,375,325 182,772 SH   SOLE   182,772 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104   5,389,421 42,403 SH   SOLE   42,403 0 0
JOHNSON & JOHNSON COM 478160104   6,627,212 45,825 SH   SOLE   45,825 0 0
JONES LANG LASALLE INC COM 48020Q107   3,644,963 14,399 SH   SOLE   11,394 0 3,005
JPMORGAN CHASE & CO. COM 46625H100   10,593,983 44,195 SH   SOLE   44,195 0 0
KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207   26,906,044 1,019,941 SH   SOLE   1,019,941 0 0
KURA SUSHI USA INC CL A COM 501270102   12,994,244 143,456 SH   SOLE   143,456 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109   533,060 2,535 SH   SOLE   2,535 0 0
LANTHEUS HLDGS INC COM 516544103   4,575,790 51,149 SH   SOLE   51,149 0 0
LIGAND PHARMACEUTICALS INC COM NEW 53220K504   12,379,897 115,538 SH   SOLE   115,538 0 0
LINDE PLC SHS G54950103   5,771,366 13,785 SH   SOLE   13,785 0 0
LITTELFUSE INC COM 537008104   2,341,890 9,938 SH   SOLE   9,938 0 0
LOCKHEED MARTIN CORP COM 539830109   451,924 930 SH   SOLE   930 0 0
LOUISIANA PAC CORP COM 546347105   22,837,331 220,544 SH   SOLE   220,544 0 0
LOWES COS INC COM 548661107   1,480,800 6,000 SH   SOLE   6,000 0 0
LUMENTUM HLDGS INC COM 55024U109   27,909,933 332,459 SH   SOLE   332,459 0 0
MAGNITE INC COM 55955D100   14,468,271 908,811 SH   SOLE   908,811 0 0
MAMAS CREATIONS INC COM 56146T103   97,964 12,307 SH   SOLE   12,307 0 0
MARRIOTT INTL INC NEW CL A 571903202   799,721 2,867 SH   SOLE   2,867 0 0
MARTEN TRANS LTD COM 573075108   10,763,033 689,496 SH   SOLE   689,496 0 0
MASTERCARD INCORPORATED CL A 57636Q104   712,449 1,353 SH   SOLE   1,353 0 0
MCDONALDS CORP COM 580135101   1,652,663 5,701 SH   SOLE   5,701 0 0
MERCK & CO INC COM 58933Y105   740,828 7,447 SH   SOLE   7,447 0 0
META PLATFORMS INC CL A 30303M102   16,922,410 28,902 SH   SOLE   22,152 0 6,750
METHANEX CORP COM 59151K108   9,031,449 180,846 SH   SOLE   180,846 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105   2,559,939 2,092 SH   SOLE   2,092 0 0
MGM RESORTS INTERNATIONAL COM 552953101   465,939 13,447 SH   SOLE   13,447 0 0
MICROSOFT CORP COM 594918104   72,260,274 171,436 SH   SOLE   161,390 0 10,046
MKS INSTRS INC COM 55306N104   4,005,549 38,371 SH   SOLE   30,348 0 8,023
MONDELEZ INTL INC CL A 609207105   2,104,646 35,236 SH   SOLE   35,236 0 0
MONTROSE ENVIRONMENTAL GROUP COM 615111101   15,708,771 846,834 SH   SOLE   846,834 0 0
MP MATERIALS CORP COM CL A 553368101   5,441,233 348,797 SH   SOLE   348,797 0 0
MYR GROUP INC DEL COM 55405W104   6,457,808 43,408 SH   SOLE   34,332 0 9,076
NAPCO SEC TECHNOLOGIES INC COM 630402105   19,102,370 537,187 SH   SOLE   537,187 0 0
NATERA INC COM 632307104   8,357,607 52,796 SH   SOLE   41,760 0 11,036
NCINO INC COM 63947X101   11,064,375 329,493 SH   SOLE   329,493 0 0
NEOGEN CORP COM 640491106   22,049,056 1,816,232 SH   SOLE   1,764,509 0 51,723
NETFLIX INC COM 64110L106   243,330 273 SH   SOLE   273 0 0
NEW YORK TIMES CO CL A 650111107   5,393,005 103,612 SH   SOLE   82,080 0 21,532
NEXTERA ENERGY INC COM 65339F101   229,408 3,200 SH   SOLE   3,200 0 0
NIKE INC CL B 654106103   4,129,312 54,570 SH   SOLE   54,570 0 0
NOVOCURE LTD ORD SHS G6674U108   20,464,465 686,727 SH   SOLE   686,727 0 0
NUCOR CORP COM 670346105   1,106,294 9,479 SH   SOLE   9,479 0 0
NVENT ELECTRIC PLC SHS G6700G107   4,651,375 68,242 SH   SOLE   62,870 0 5,372
NVIDIA CORPORATION COM 67066G104   42,941,510 319,767 SH   SOLE   278,553 0 41,214
OLD DOMINION FREIGHT LINE IN COM 679580100   16,571,898 93,945 SH   SOLE   85,175 0 8,770
OPKO HEALTH INC COM 68375N103   21,103 14,356 SH   SOLE   14,356 0 0
OPTION CARE HEALTH INC COM NEW 68404L201   7,051,779 303,956 SH   SOLE   303,956 0 0
ORACLE CORP COM 68389X105   5,310,650 31,869 SH   SOLE   31,869 0 0
OUTFRONT MEDIA INC COM 69007J106   19,835,165 1,118,104 SH   SOLE   1,118,104 0 0
PACCAR INC COM 693718108   15,956,044 153,394 SH   SOLE   137,624 0 15,770
PALO ALTO NETWORKS INC COM 697435105   694,359 3,816 SH   SOLE   3,816 0 0
PARSONS CORP DEL COM 70202L102   2,215,937 24,021 SH   SOLE   24,021 0 0
PAYCHEX INC COM 704326107   1,023,326 7,298 SH   SOLE   7,298 0 0
PAYCOR HCM INC COM 70435P102   28,265,360 1,522,098 SH   SOLE   1,522,098 0 0
PAYLOCITY HLDG CORP COM 70438V106   3,647,708 18,287 SH   SOLE   14,447 0 3,840
PEPSICO INC COM 713448108   7,211,446 47,425 SH   SOLE   47,425 0 0
PHILIP MORRIS INTL INC COM 718172109   770,120 6,399 SH   SOLE   6,399 0 0
PORCH GROUP INC COM 733245104   94,676 19,243 SH   SOLE   19,243 0 0
POTLATCHDELTIC CORPORATION COM 737630103   5,293,137 134,857 SH   SOLE   134,857 0 0
PRIMERICA INC COM 74164M108   3,647,342 13,438 SH   SOLE   10,634 0 2,804
PROCORE TECHNOLOGIES INC COM 74275K108   4,689,719 62,588 SH   SOLE   49,532 0 13,056
PROCTER AND GAMBLE CO COM 742718109   2,139,885 12,764 SH   SOLE   12,764 0 0
PTC INC COM 69370C100   3,653,129 19,868 SH   SOLE   19,868 0 0
REPLIGEN CORP COM 759916109   4,506,905 31,311 SH   SOLE   24,558 0 6,753
ROCKWELL AUTOMATION INC COM 773903109   20,670,048 72,326 SH   SOLE   63,692 0 8,634
ROGERS CORP COM 775133101   8,086,429 79,583 SH   SOLE   73,005 0 6,578
RTX CORPORATION COM 75513E101   1,437,474 12,422 SH   SOLE   12,422 0 0
RXSIGHT INC COM 78349D107   6,234,160 181,331 SH   SOLE   181,331 0 0
S&P GLOBAL INC COM 78409V104   25,217,749 50,635 SH   SOLE   45,924 0 4,711
SALESFORCE INC COM 79466L302   1,712,438 5,122 SH   SOLE   5,122 0 0
SCHWAB CHARLES CORP COM 808513105   946,662 12,791 SH   SOLE   12,791 0 0
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102   3,768,699 166,022 SH   SOLE   166,022 0 0
SCHWAB STRATEGIC TR US SML CAP ETF 808524607   198,269 7,667 SH   SOLE   7,667 0 0
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805   437,544 23,651 SH   SOLE   23,651 0 0
SCHWAB STRATEGIC TR US AGGREGATE B 808524839   85,806 3,780 SH   SOLE   3,780 0 0
SCOTTS MIRACLE-GRO CO CL A 810186106   9,473,551 142,803 SH   SOLE   142,803 0 0
SHELL PLC SPON ADS 780259305   291,636 4,655 SH   SOLE   4,655 0 0
SHERWIN WILLIAMS CO COM 824348106   14,648,943 43,094 SH   SOLE   39,811 0 3,283
SHIFT4 PMTS INC CL A 82452J109   4,404,838 42,444 SH   SOLE   33,537 0 8,907
SHOPIFY INC CL A 82509L107   14,268,316 134,189 SH   SOLE   112,200 0 21,989
SIGNET JEWELERS LIMITED SHS G81276100   10,248,152 126,975 SH   SOLE   126,975 0 0
SILICON LABORATORIES INC COM 826919102   6,038,831 48,614 SH   SOLE   48,614 0 0
SIMPSON MFG INC COM 829073105   2,515,475 15,169 SH   SOLE   15,169 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103   19,686,306 149,399 SH   SOLE   142,756 0 6,643
SITIME CORP COM 82982T106   20,078,077 93,591 SH   SOLE   93,591 0 0
SPX TECHNOLOGIES INC COM 78473E103   4,389,320 30,163 SH   SOLE   23,864 0 6,299
STRYKER CORPORATION COM 863667101   21,824,791 60,616 SH   SOLE   54,401 0 6,215
SUMMIT MATLS INC CL A 86614U100   4,045,318 79,947 SH   SOLE   63,234 0 16,713
SUNLINK HEALTH SYS INC COM 86737U102   65,564 74,505 SH   SOLE   74,505 0 0
SYSCO CORP COM 871829107   458,760 6,000 SH   SOLE   6,000 0 0
TALKSPACE INC COM 87427V103   103,391 33,460 SH   SOLE   33,460 0 0
TERRENO RLTY CORP COM 88146M101   15,060,652 254,661 SH   SOLE   254,661 0 0
TESLA INC COM 88160R101   332,764 824 SH   SOLE   824 0 0
THE BALDWIN INSURANCE GRP IN COM CL A 05589G102   11,525,945 297,367 SH   SOLE   297,367 0 0
THE TRADE DESK INC COM CL A 88339J105   4,062,307 34,564 SH   SOLE   28,644 0 5,920
THERMO FISHER SCIENTIFIC INC COM 883556102   5,795,362 11,140 SH   SOLE   11,140 0 0
TIMKEN CO COM 887389104   3,365,310 47,153 SH   SOLE   37,344 0 9,809
TOWER SEMICONDUCTOR LTD SHS NEW M87915274   31,245,554 606,592 SH   SOLE   587,141 0 19,451
TRAVELERS COMPANIES INC COM 89417E109   2,927,777 12,154 SH   SOLE   12,154 0 0
TRINITY INDS INC COM 896522109   14,531,997 414,017 SH   SOLE   414,017 0 0
UFP INDUSTRIES INC COM 90278Q108   3,817,145 33,885 SH   SOLE   26,857 0 7,028
UL SOLUTIONS INC CLASS A COM SHS 903731107   2,783,005 55,794 SH   SOLE   43,874 0 11,920
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108   6,748,659 160,415 SH   SOLE   160,415 0 0
UNION PAC CORP COM 907818108   1,219,786 5,349 SH   SOLE   5,349 0 0
UNITED PARCEL SERVICE INC CL B 911312106   418,904 3,322 SH   SOLE   3,322 0 0
UNITEDHEALTH GROUP INC COM 91324P102   6,673,811 13,193 SH   SOLE   13,193 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100   358,840 2,000 SH   SOLE   2,000 0 0
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827   16,690 216 SH   SOLE   216 0 0
VANGUARD INDEX FDS GROWTH ETF 922908736   9,851 24 SH   SOLE   24 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   1,291,957 29,336 SH   SOLE   29,336 0 0
VERACYTE INC COM 92337F107   25,701,073 649,017 SH   SOLE   649,017 0 0
VERALTO CORP COM SHS 92338C103   1,073,092 10,536 SH   SOLE   10,536 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   1,356,741 33,927 SH   SOLE   33,927 0 0
VERRA MOBILITY CORP CL A COM STK 92511U102   2,743,511 113,462 SH   SOLE   113,462 0 0
VESTIS CORPORATION COM SHS 29430C102   10,435,986 684,776 SH   SOLE   684,776 0 0
VISA INC COM CL A 92826C839   31,130,256 98,501 SH   SOLE   86,977 0 11,524
VITAL FARMS INC COM 92847W103   3,591,254 95,284 SH   SOLE   95,284 0 0
VSE CORP COM 918284100   9,118,188 95,880 SH   SOLE   95,880 0 0
WALKER & DUNLOP INC COM 93148P102   13,337,601 137,204 SH   SOLE   137,204 0 0
WALMART INC COM 931142103   227,411 2,517 SH   SOLE   2,517 0 0
WELLS FARGO CO NEW COM 949746101   2,148,431 30,587 SH   SOLE   30,587 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104   2,330,454 82,787 SH   SOLE   82,787 0 0
WINTRUST FINL CORP COM 97650W108   35,236,935 282,551 SH   SOLE   282,551 0 0
ZETA GLOBAL HOLDINGS CORP CL A 98956A105   8,157,188 453,429 SH   SOLE   453,429 0 0
ZOETIS INC CL A 98978V103   9,938,078 60,996 SH   SOLE   52,500 0 8,496
ZURN ELKAY WATER SOLNS CORP COM 98983L108   3,406,199 91,319 SH   SOLE   91,319 0 0