| TSLA | TESLA INC | 11.21% | 13,018,798 | $4,135,551,373 | -1,194,335 | -8.4% | $317.66 | 13F |
| ACGL | ARCH CAP GROUP LTD | 4.87% | 19,727,230 | $1,796,164,291 | -239,522 | -1.2% | $91.05 | 13F |
| CSGP | COSTAR GROUP INC | 4.29% | 19,679,935 | $1,582,266,774 | 647,413 | 3.4% | $80.4 | 13F |
| IT | GARTNER INC | 4% | 3,652,761 | $1,476,519,051 | -118,848 | -3.15% | $404.22 | 13F |
| GWRE | GUIDEWIRE SOFTWARE INC | 3.57% | 5,589,520 | $1,316,052,484 | -78,162 | -1.38% | $235.45 | 13F |
| MSCI | MSCI INC | 3.39% | 2,170,333 | $1,251,717,854 | 98,680 | 4.76% | $576.74 | 13F |
| IDXX | IDEXX LABS INC | 2.96% | 2,032,620 | $1,090,175,411 | -27,157 | -1.32% | $536.34 | 13F |
| FDS | FACTSET RESH SYS INC | 2.71% | 2,231,916 | $998,291,388 | -16,110 | -0.72% | $447.28 | 13F |
| MTN | VAIL RESORTS INC | 2.33% | 5,475,549 | $860,373,014 | 191,327 | 3.62% | $157.13 | 13F |
| KNSL | KINSALE CAP GROUP INC | 2.31% | 1,763,794 | $853,499,917 | 24,936 | 1.43% | $483.9 | 13F |
| H | HYATT HOTELS CORP | 2.25% | 5,955,212 | $831,645,356 | 166,249 | 2.87% | $139.65 | 13F |
| SPOT | SPOTIFY TECHNOLOGY S A | 1.95% | 937,323 | $719,245,431 | 49,367 | 5.56% | $767.34 | 13F |
| SCHW | SCHWAB CHARLES CORP | 1.74% | 7,051,368 | $643,366,816 | -172,800 | -2.39% | $91.24 | 13F |
| RRR | RED ROCK RESORTS INC | 1.73% | 12,269,004 | $638,356,278 | 666,593 | 5.75% | $52.03 | 13F |
| CHH | CHOICE HOTELS INTL INC | 1.72% | 4,990,652 | $633,213,926 | 317,618 | 6.8% | $126.88 | 13F |
| NVDA | NVIDIA CORPORATION | 1.24% | 2,889,282 | $456,477,663 | 17,221 | 0.6% | $157.99 | 13F |
| PRI | PRIMERICA INC | 1.18% | 1,588,874 | $434,827,148 | -15,056 | -0.94% | $273.67 | 13F |
| MORN | MORNINGSTAR INC | 1.1% | 1,295,326 | $406,641,691 | -4,182 | -0.32% | $313.93 | 13F |
| VRSK | VERISK ANALYTICS INC | 1.03% | 1,214,330 | $378,263,795 | 1,836 | 0.15% | $311.5 | 13F |
| GLPI | GAMING & LEISURE PPTYS INC | 0.93% | 7,365,805 | $343,835,777 | -228,740 | -3.01% | $46.68 | 13F |
| FIGS | FIGS INC | 0.92% | 59,974,407 | $338,255,655 | 1,302,823 | 2.22% | $5.64 | 13F |
| VRT | VERTIV HOLDINGS CO | 0.89% | 2,570,600 | $330,090,746 | -396,003 | -13.35% | $128.41 | 13F |
| SHOP | SHOPIFY INC | 0.83% | 2,664,940 | $307,400,829 | 145,006 | 5.75% | $115.35 | 13F |
| MTD | METTLER TOLEDO INTERNATIONAL | 0.76% | 238,933 | $280,679,374 | -41,992 | -14.95% | $1174.72 | 13F |
| IRDM | IRIDIUM COMMUNICATIONS INC | 0.69% | 8,377,907 | $252,761,454 | -893,377 | -9.64% | $30.17 | 13F |
| AMZN | AMAZON COM INC | 0.64% | 1,078,330 | $236,574,819 | -2,148 | -0.2% | $219.39 | 13F |
| SITE | SITEONE LANDSCAPE SUPPLY INC | 0.64% | 1,941,817 | $234,843,348 | 242,106 | 14.24% | $120.94 | 13F |
| IBKR | INTERACTIVE BROKERS GROUP IN | 0.63% | 4,198,424 | $232,634,674 | 3,284,457 | 359.36% | $55.41 | 13F |
| BIRK | BIRKENSTOCK HOLDING PLC | 0.6% | 4,477,403 | $220,198,680 | 453,052 | 11.26% | $49.18 | 13F |
| ONON | ON HLDG AG | 0.58% | 4,139,974 | $215,485,647 | 132,756 | 3.31% | $52.05 | 13F |
| HLI | HOULIHAN LOKEY INC | 0.56% | 1,146,143 | $206,248,433 | 1,964 | 0.17% | $179.95 | 13F |
| META | META PLATFORMS INC | 0.55% | 273,059 | $201,542,117 | -8,054 | -2.87% | $738.09 | 13F |
| CBRE | CBRE GROUP INC | 0.53% | 1,401,833 | $196,424,840 | 38,888 | 2.85% | $140.12 | 13F |
| APH | AMPHENOL CORP | 0.51% | 1,889,030 | $186,541,712 | 35,978 | 1.94% | $98.75 | 13F |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | 0.51% | 4,084,269 | $189,714,295 | -525,277 | -11.4% | $46.45 | 13F |
| WELL | WELLTOWER INC | 0.51% | 1,228,446 | $188,849,004 | -93,801 | -7.09% | $153.73 | 13F |
| MSFT | MICROSOFT CORP | 0.45% | 334,758 | $166,511,977 | -29,257 | -8.04% | $497.41 | 13F |
| MELI | MERCADOLIBRE INC | 0.44% | 61,514 | $160,774,836 | -3,852 | -5.89% | $2613.63 | 13F |
| DKNG | DRAFTKINGS INC | 0.43% | 3,670,460 | $157,426,029 | 929,997 | 33.94% | $42.89 | 13F |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | 0.42% | 1,241,174 | $153,396,695 | -9,023 | -0.72% | $123.59 | 13F |
| BN | BROOKFIELD CORP | 0.42% | 2,510,075 | $155,248,139 | 493,211 | 24.45% | $61.85 | 13F |
| EQIX | EQUINIX INC | 0.41% | 192,418 | $153,062,746 | 53,130 | 38.14% | $795.47 | 13F |
| TTD | THE TRADE DESK INC | 0.41% | 2,088,350 | $150,340,316 | 217,724 | 11.64% | $71.99 | 13F |
| AVGO | BROADCOM INC | 0.4% | 529,935 | $146,076,583 | 17,864 | 3.49% | $275.65 | 13F |
| GTLS | CHART INDS INC | 0.4% | 885,306 | $145,765,633 | -65,897 | -6.93% | $164.65 | 13F |
| FICO | FAIR ISAAC CORP | 0.4% | 80,910 | $147,900,244 | -5,330 | -6.18% | $1827.96 | 13F |
| TECH | BIO-TECHNE CORP | 0.39% | 2,795,147 | $143,810,313 | -480,659 | -14.67% | $51.45 | 13F |
| CNS | COHEN & STEERS INC | 0.39% | 1,928,299 | $145,297,330 | -15,583 | -0.8% | $75.35 | 13F |
| ROP | ROPER TECHNOLOGIES INC | 0.39% | 253,672 | $143,791,436 | 180 | 0.07% | $566.84 | 13F |
| CPNG | COUPANG INC | 0.38% | 4,684,350 | $140,343,126 | -828,161 | -15.02% | $29.96 | 13F |
| INTA | INTAPP INC | 0.38% | 2,699,877 | $139,367,651 | 188,915 | 7.52% | $51.62 | 13F |
| DAY | DAYFORCE INC | 0.36% | 2,430,492 | $134,624,952 | -709,940 | -22.61% | $55.39 | 13F |
| CWAN | CLEARWATER ANALYTICS HLDGS I | 0.36% | 6,094,715 | $133,657,100 | 665,823 | 12.26% | $21.93 | 13F |
| JLL | JONES LANG LASALLE INC | 0.36% | 518,364 | $132,587,144 | 46,523 | 9.86% | $255.78 | 13F |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 0.36% | 579,204 | $131,183,914 | -63,893 | -9.94% | $226.49 | 13F |
| TDG | TRANSDIGM GROUP INC | 0.36% | 87,844 | $133,579,100 | -20,000 | -18.55% | $1520.64 | 13F |
| PWR | QUANTA SVCS INC | 0.36% | 354,475 | $134,019,908 | 28,607 | 8.78% | $378.08 | 13F |
| BWIN | THE BALDWIN INSURANCE GRP IN | 0.35% | 3,010,000 | $128,858,100 | | No Change | $42.81 | 13F |
| TOL | TOLL BROTHERS INC | 0.35% | 1,134,680 | $129,501,028 | 611,523 | 116.89% | $114.13 | 13F |
| AMT | AMERICAN TOWER CORP | 0.34% | 567,767 | $125,487,862 | -131,909 | -18.85% | $221.02 | 13F |
| PLNT | PLANET FITNESS INC | 0.34% | 1,150,000 | $125,407,500 | | No Change | $109.05 | 13F |
| RBC | RBC BEARINGS INC | 0.34% | 327,035 | $125,843,068 | 5,128 | 1.59% | $384.8 | 13F |
| WYNN | WYNN RESORTS LTD | 0.34% | 1,337,236 | $125,258,896 | 482,570 | 56.46% | $93.67 | 13F |
| KRMN | KARMAN HLDGS INC | 0.33% | 2,415,134 | $121,650,300 | 14,486 | 0.6% | $50.37 | 13F |
| PAR | PAR TECHNOLOGY CORP | 0.33% | 1,751,387 | $121,493,716 | 137,434 | 8.52% | $69.37 | 13F |
| LLYVK | LIBERTY MEDIA CORP DEL | 0.31% | 1,417,398 | $115,036,022 | 228,040 | 19.17% | $81.16 | 13F |
| BABA | ALIBABA GROUP HLDG LTD | 0.29% | 948,015 | $107,514,381 | -574,800 | -37.75% | $113.41 | 13F |
| IOT | SAMSARA INC | 0.29% | 2,731,429 | $108,656,246 | 1,632,626 | 148.58% | $39.78 | 13F |
| FWONK | LIBERTY MEDIA CORP DEL | 0.28% | 1,000,000 | $104,500,000 | | No Change | $104.5 | 13F |
| VEEV | VEEVA SYS INC | 0.28% | 358,291 | $103,180,642 | -9,889 | -2.69% | $287.98 | 13F |
| ARGX | ARGENX SE | 0.27% | 180,733 | $99,623,644 | -32,667 | -15.31% | $551.22 | 13F |
| NET | CLOUDFLARE INC | 0.27% | 506,473 | $99,182,608 | -328,409 | -39.34% | $195.83 | 13F |
| EXAS | EXACT SCIENCES CORP | 0.27% | 1,861,341 | $98,911,661 | 388,627 | 26.39% | $53.14 | 13F |
| HEIA | HEICO CORP | 0.27% | 391,992 | $101,427,930 | 45,293 | 13.06% | $258.75 | 13F |
| TTAN | SERVICETITAN INC | 0.27% | 935,388 | $100,254,886 | 46,313 | 5.21% | $107.18 | 13F |
| ICLR | ICON PLC | 0.27% | 690,623 | $100,451,115 | -13,862 | -1.97% | $145.45 | 13F |
| CYBR | CYBERARK SOFTWARE LTD | 0.27% | 248,101 | $100,947,335 | 10,564 | 4.45% | $406.88 | 13F |
| YMM | FULL TRUCK ALLIANCE CO LTD | 0.26% | 8,000,606 | $94,487,157 | -1,215,100 | -13.19% | $11.81 | 13F |
| GDS | GDS HLDGS LTD | 0.26% | 3,153,908 | $96,414,968 | 86,503 | 2.82% | $30.57 | 13F |
| CAKE | CHEESECAKE FACTORY INC | 0.25% | 1,500,000 | $93,990,000 | -300,000 | -16.67% | $62.66 | 13F |
| ODD | ODDITY TECH LTD | 0.25% | 1,237,433 | $93,389,069 | -190,312 | -13.33% | $75.47 | 13F |
| DRVN | DRIVEN BRANDS HLDGS INC | 0.24% | 5,000,000 | $87,800,000 | | No Change | $17.56 | 13F |
| INDI | INDIE SEMICONDUCTOR INC | 0.24% | 25,294,776 | $90,049,403 | 4,813,397 | 23.5% | $3.56 | 13F |
| IBP | INSTALLED BLDG PRODS INC | 0.24% | 481,039 | $86,740,952 | 37,595 | 8.48% | $180.32 | 13F |
| PCOR | PROCORE TECHNOLOGIES INC | 0.24% | 1,273,871 | $87,158,254 | 249,807 | 24.39% | $68.42 | 13F |
| BX | BLACKSTONE INC | 0.23% | 573,985 | $85,856,676 | 64,429 | 12.64% | $149.58 | 13F |
| DDOG | DATADOG INC | 0.23% | 618,233 | $83,047,239 | 39,469 | 6.82% | $134.33 | 13F |
| JBTM | JBT MAREL CORPORATION | 0.23% | 700,000 | $84,182,000 | | No Change | $120.26 | 13F |
| LPLA | LPL FINL HLDGS INC | 0.23% | 222,479 | $83,422,951 | 57,228 | 34.63% | $374.97 | 13F |
| PLD | PROLOGIS INC. | 0.23% | 792,634 | $83,321,686 | 98 | 0.01% | $105.12 | 13F |
| TREX | TREX CO INC | 0.23% | 1,578,464 | $85,836,872 | -31,794 | -1.97% | $54.38 | 13F |
| BAP | CREDICORP LTD | 0.23% | 378,732 | $84,654,177 | -4,856 | -1.27% | $223.52 | 13F |
| FND | FLOOR & DECOR HLDGS INC | 0.22% | 1,073,912 | $81,574,356 | -52,805 | -4.69% | $75.96 | 13F |
| HQY | HEALTHEQUITY INC | 0.22% | 780,000 | $81,712,800 | -5,000 | -0.64% | $104.76 | 13F |
| SNOW | SNOWFLAKE INC | 0.22% | 368,163 | $82,383,835 | -47,046 | -11.33% | $223.77 | 13F |
| CG | CARLYLE GROUP INC | 0.21% | 1,492,785 | $76,729,149 | -94,268 | -5.94% | $51.4 | 13F |
| LLY | ELI LILLY & CO | 0.21% | 98,639 | $76,892,060 | 65,795 | 200.33% | $779.53 | 13F |
| ROL | ROLLINS INC | 0.21% | 1,379,912 | $77,854,635 | -45,000 | -3.16% | $56.42 | 13F |
| TRU | TRANSUNION | 0.21% | 872,483 | $76,778,504 | 865 | 0.1% | $88 | 13F |
| CRH | CRH PLC | 0.21% | 824,165 | $75,658,347 | 257,331 | 45.4% | $91.8 | 13F |
| ASGN | ASGN INC | 0.2% | 1,446,680 | $72,232,732 | 30,000 | 2.12% | $49.93 | 13F |
| ANSS | ANSYS INC | 0.19% | 194,552 | $68,330,553 | -657,758 | -77.17% | $351.22 | 13F |
| HLT | HILTON WORLDWIDE HLDGS INC | 0.19% | 263,473 | $70,173,399 | -45,964 | -14.85% | $266.34 | 13F |
| ABNB | AIRBNB INC | 0.18% | 498,499 | $65,971,358 | 364,499 | 272.01% | $132.34 | 13F |
| MASI | MASIMO CORP | 0.18% | 384,589 | $64,695,562 | 67,307 | 21.21% | $168.22 | 13F |
| MRCY | MERCURY SYS INC | 0.18% | 1,234,801 | $66,506,382 | 38,755 | 3.24% | $53.86 | 13F |
| VNO | VORNADO RLTY TR | 0.18% | 1,722,454 | $65,866,641 | 171,989 | 11.09% | $38.24 | 13F |
| WST | WEST PHARMACEUTICAL SVSC INC | 0.18% | 307,647 | $67,313,164 | -108,501 | -26.07% | $218.8 | 13F |
| COO | COOPER COS INC | 0.17% | 889,454 | $63,293,547 | 1,509 | 0.17% | $71.16 | 13F |
| FA | FIRST ADVANTAGE CORP | 0.17% | 3,750,000 | $62,287,500 | | No Change | $16.61 | 13F |
| GTLB | GITLAB INC | 0.17% | 1,386,453 | $62,542,895 | 32,463 | 2.4% | $45.11 | 13F |
| INSP | INSPIRE MED SYS INC | 0.17% | 491,752 | $63,814,657 | 69,059 | 16.34% | $129.77 | 13F |
| V | VISA INC | 0.17% | 177,019 | $62,850,596 | 5,920 | 3.46% | $355.05 | 13F |
| BAM | BROOKFIELD ASSET MANAGMT LTD | 0.16% | 1,061,765 | $58,694,369 | -138,738 | -11.56% | $55.28 | 13F |
| CGNX | COGNEX CORP | 0.16% | 1,900,000 | $60,268,000 | | No Change | $31.72 | 13F |
| DLR | DIGITAL RLTY TR INC | 0.16% | 328,860 | $57,330,164 | 127,853 | 63.61% | $174.33 | 13F |
| LOAR | LOAR HOLDINGS INC | 0.16% | 682,066 | $58,773,627 | 342,509 | 100.87% | $86.17 | 13F |
| LPX | LOUISIANA PAC CORP | 0.16% | 703,548 | $60,498,093 | 161,524 | 29.8% | $85.99 | 13F |
| MEG | MONTROSE ENVIRONMENTAL GROUP | 0.16% | 2,764,395 | $60,512,607 | 68,713 | 2.55% | $21.89 | 13F |
| NCNO | NCINO INC | 0.16% | 2,052,953 | $57,421,095 | 220,028 | 12% | $27.97 | 13F |
| TXRH | TEXAS ROADHOUSE INC | 0.16% | 309,400 | $57,984,654 | 11,699 | 3.93% | $187.41 | 13F |
| TW | TRADEWEB MKTS INC | 0.16% | 393,877 | $57,663,593 | 2,641 | 0.68% | $146.4 | 13F |
| ZS | ZSCALER INC | 0.16% | 184,439 | $57,902,780 | 8,785 | 5% | $313.94 | 13F |
| DT | DYNATRACE INC | 0.15% | 989,028 | $54,604,236 | 391,939 | 65.64% | $55.21 | 13F |
| NPO | ENPRO INC | 0.15% | 287,128 | $54,999,368 | 53,713 | 23.01% | $191.55 | 13F |
| VMC | VULCAN MATLS CO | 0.15% | 206,249 | $53,793,864 | -25,753 | -11.1% | $260.82 | 13F |
| ISRG | INTUITIVE SURGICAL INC | 0.15% | 100,773 | $54,761,056 | -32,731 | -24.52% | $543.41 | 13F |
| TMHC | TAYLOR MORRISON HOME CORP | 0.15% | 923,551 | $56,724,502 | 135,935 | 17.26% | $61.42 | 13F |
| ZLAB | ZAI LAB LTD | 0.15% | 1,587,814 | $55,525,856 | -241,680 | -13.21% | $34.97 | 13F |
| HEI | HEICO CORP | 0.14% | 162,433 | $53,278,024 | | No Change | $328 | 13F |
| ITGR | INTEGER HLDGS CORP | 0.14% | 422,258 | $51,925,066 | 38,203 | 9.95% | $122.97 | 13F |
| LVS | LAS VEGAS SANDS CORP | 0.14% | 1,218,193 | $53,003,577 | -735,372 | -37.64% | $43.51 | 13F |
| LOW | LOWES COS INC | 0.14% | 227,311 | $50,433,492 | 47,600 | 26.49% | $221.87 | 13F |
| MA | MASTERCARD INCORPORATED | 0.14% | 89,259 | $50,158,202 | 4,261 | 5.01% | $561.94 | 13F |
| NOW | SERVICENOW INC | 0.14% | 50,157 | $51,565,409 | -14,285 | -22.17% | $1028.08 | 13F |
| WING | WINGSTOP INC | 0.14% | 157,034 | $52,879,629 | 6,642 | 4.42% | $336.74 | 13F |
| FROG | JFROG LTD | 0.14% | 1,149,025 | $50,419,217 | 149,025 | 14.9% | $43.88 | 13F |
| AEIS | ADVANCED ENERGY INDS | 0.13% | 373,245 | $49,454,962 | 6,958 | 1.9% | $132.5 | 13F |
| AXON | AXON ENTERPRISE INC | 0.13% | 57,329 | $47,464,972 | -83 | -0.14% | $827.94 | 13F |
| CDW | CDW CORP | 0.13% | 261,984 | $46,787,723 | -49 | -0.02% | $178.59 | 13F |
| CDNA | CAREDX INC | 0.13% | 2,435,657 | $47,592,738 | 245,651 | 11.22% | $19.54 | 13F |
| HNGE | HINGE HEALTH INC | 0.13% | 945,762 | $48,943,183 | 945,762 | New | $51.75 | 13F |
| MSGS | MADISON SQUARE GRDN SPRT COR | 0.13% | 225,000 | $47,013,750 | | No Change | $208.95 | 13F |
| SSNC | SS&C TECHNOLOGIES HOLDINGS INC | 0.13% | 575,802 | $47,676,406 | | No Change | $82.8 | 13F |
| STVN | STEVANATO GROUP S P A | 0.13% | 1,888,050 | $46,125,061 | 39,528 | 2.14% | $24.43 | 13F |
| RDNT | RADNET INC | 0.12% | 810,000 | $46,097,100 | 100,000 | 14.08% | $56.91 | 13F |
| S | SENTINELONE INC | 0.12% | 2,422,584 | $44,284,836 | 65,649 | 2.79% | $18.28 | 13F |
| ALKT | ALKAMI TECHNOLOGY INC | 0.11% | 1,330,484 | $40,100,788 | 593,659 | 80.57% | $30.14 | 13F |
| TEAM | ATLASSIAN CORPORATION | 0.11% | 191,770 | $38,946,569 | 881 | 0.46% | $203.09 | 13F |
| EQR | EQUITY RESIDENTIAL | 0.11% | 578,128 | $39,017,859 | -380,953 | -39.72% | $67.49 | 13F |
| IEX | IDEX CORP | 0.11% | 220,991 | $38,799,390 | -2,000 | -0.9% | $175.57 | 13F |
| IRT | INDEPENDENCE RLTY TR INC | 0.11% | 2,256,761 | $39,922,102 | -846,917 | -27.29% | $17.69 | 13F |
| LYV | LIVE NATION ENTERTAINMENT IN | 0.11% | 265,000 | $40,089,200 | | No Change | $151.28 | 13F |
| MAC | MACERICH CO | 0.11% | 2,446,767 | $39,588,690 | -601,185 | -19.72% | $16.18 | 13F |
| NOVT | NOVANTA INC | 0.11% | 311,115 | $40,112,057 | 208,188 | 202.27% | $128.93 | 13F |
| SPG | SIMON PPTY GROUP INC | 0.11% | 240,938 | $38,733,193 | 181,804 | 307.44% | $160.76 | 13F |
| TME | TENCENT MUSIC ENTMT GROUP | 0.11% | 2,169,909 | $42,291,526 | -955,203 | -30.57% | $19.49 | 13F |
| WCN | WASTE CONNECTIONS INC | 0.11% | 225,000 | $42,012,000 | | No Change | $186.72 | 13F |
| ESTA | ESTABLISHMENT LABS HLDGS INC | 0.11% | 907,537 | $38,760,905 | 160,755 | 21.53% | $42.71 | 13F |
| AMH | AMERICAN HOMES 4 RENT | 0.1% | 1,040,832 | $37,542,810 | -857,687 | -45.18% | $36.07 | 13F |
| BXP | BXP INC | 0.1% | 571,810 | $38,580,021 | 571,810 | New | $67.47 | 13F |
| EXPO | EXPONENT INC | 0.1% | 501,239 | $37,447,566 | 166,930 | 49.93% | $74.71 | 13F |
| MPWR | MONOLITHIC PWR SYS INC | 0.1% | 51,020 | $37,315,008 | 1,215 | 2.44% | $731.38 | 13F |
| XP | XP INC | 0.1% | 1,910,290 | $38,587,858 | 248,461 | 14.95% | $20.2 | 13F |
| WMS | ADVANCED DRAIN SYS INC DEL | 0.09% | 294,603 | $33,838,101 | -13,252 | -4.3% | $114.86 | 13F |
| ACLX | ARCELLX INC | 0.09% | 518,009 | $34,110,893 | 50,748 | 10.86% | $65.85 | 13F |
| AVNT | AVIENT CORPORATION | 0.09% | 1,000,000 | $32,310,000 | -250,000 | -20% | $32.31 | 13F |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | 0.09% | 314,787 | $32,778,770 | 3,522 | 1.13% | $104.13 | 13F |
| GDYN | GRID DYNAMICS HLDGS INC | 0.09% | 3,000,000 | $34,650,000 | | No Change | $11.55 | 13F |
| BEKE | KE HLDGS INC | 0.09% | 1,789,413 | $31,744,187 | 240,371 | 15.52% | $17.74 | 13F |
| FWONA | LIBERTY MEDIA CORP DEL | 0.09% | 333,317 | $31,651,782 | 30,637 | 10.12% | $94.96 | 13F |
| MC | MOELIS & CO | 0.09% | 527,186 | $32,854,232 | | No Change | $62.32 | 13F |
| NEOG | NEOGEN CORP | 0.09% | 6,851,534 | $32,750,333 | -692,373 | -9.18% | $4.78 | 13F |
| RGEN | REPLIGEN CORP | 0.09% | 274,443 | $34,135,220 | 69,474 | 33.89% | $124.38 | 13F |
| XYZ | BLOCK INC | 0.09% | 482,386 | $32,768,481 | -16,117 | -3.23% | $67.93 | 13F |
| TWFG | TWFG INC | 0.09% | 902,061 | $31,572,135 | 34,237 | 3.95% | $35 | 13F |
| VRNS | VARONIS SYS INC | 0.09% | 623,886 | $31,662,214 | 15,807 | 2.6% | $50.75 | 13F |
| AFYA | AFYA LTD | 0.09% | 1,951,364 | $34,851,361 | -280,478 | -12.57% | $17.86 | 13F |
| BXMT | BLACKSTONE MTG TR INC | 0.08% | 1,594,613 | $30,696,300 | 1,494,830 | 1498.08% | $19.25 | 13F |
| DXCM | DEXCOM INC | 0.08% | 332,500 | $29,023,925 | -100,000 | -23.12% | $87.29 | 13F |
| DUOL | DUOLINGO INC | 0.08% | 74,659 | $30,611,683 | -12,179 | -14.02% | $410.02 | 13F |
| JEF | JEFFERIES FINL GROUP INC | 0.08% | 519,528 | $28,412,986 | 140,000 | 36.89% | $54.69 | 13F |
| SITM | SITIME CORP | 0.08% | 133,202 | $28,382,682 | 4,846 | 3.78% | $213.08 | 13F |
| WTW | WILLIS TOWERS WATSON PLC LTD | 0.08% | 96,358 | $29,533,727 | | No Change | $306.5 | 13F |
| CDRO | CODERE ONLINE LUXEMBOURG S A | 0.08% | 3,503,284 | $29,742,881 | | No Change | $8.49 | 13F |
| NVMI | NOVA LTD | 0.08% | 107,705 | $29,640,416 | -48,648 | -31.11% | $275.2 | 13F |
| CRWD | CROWDSTRIKE HLDGS INC | 0.07% | 51,836 | $26,400,593 | -287 | -0.55% | $509.31 | 13F |
| DHI | D R HORTON INC | 0.07% | 199,695 | $25,744,679 | 1,169 | 0.59% | $128.92 | 13F |
| DEI | DOUGLAS EMMETT INC | 0.07% | 1,749,441 | $26,311,593 | -373,922 | -17.61% | $15.04 | 13F |
| VRSN | VERISIGN INC | 0.07% | 88,780 | $25,639,664 | 376 | 0.43% | $288.8 | 13F |
| GCMG | GCM GROSVENOR INC | 0.07% | 2,200,000 | $25,432,000 | | No Change | $11.56 | 13F |
| ASML | ASML HOLDING N V | 0.07% | 30,985 | $24,831,069 | 1,947 | 6.71% | $801.39 | 13F |
| GOOG | ALPHABET INC | 0.06% | 117,139 | $20,779,287 | 7,166 | 6.52% | $177.39 | 13F |
| GOOGL | ALPHABET INC | 0.06% | 129,033 | $22,739,486 | -1,075 | -0.83% | $176.23 | 13F |
| ILMN | ILLUMINA INC | 0.06% | 247,472 | $23,611,304 | 108,339 | 77.87% | $95.41 | 13F |
| JBI | JANUS INTERNATIONAL GROUP IN | 0.06% | 2,750,000 | $22,385,000 | -2,090,000 | -43.18% | $8.14 | 13F |
| KKR | KKR & CO INC | 0.06% | 162,596 | $21,630,146 | 4,488 | 2.84% | $133.03 | 13F |
| PONY | PONY AI INC | 0.06% | 1,684,095 | $22,230,054 | 1,684,095 | New | $13.2 | 13F |
| SPGI | S&P GLOBAL INC | 0.06% | 45,111 | $23,786,579 | 100 | 0.22% | $527.29 | 13F |
| VCYT | VERACYTE INC | 0.06% | 877,200 | $23,710,716 | 444 | 0.05% | $27.03 | 13F |
| WIX | WIX COM LTD | 0.06% | 132,630 | $21,016,550 | -15,801 | -10.65% | $158.46 | 13F |
| APO | APOLLO GLOBAL MGMT INC | 0.05% | 127,830 | $18,135,242 | -1,000 | -0.78% | $141.87 | 13F |
| EPAC | ENERPAC TOOL GROUP CORP | 0.05% | 420,723 | $17,064,525 | 14,478 | 3.56% | $40.56 | 13F |
| INTU | INTUIT | 0.05% | 24,283 | $19,126,019 | -285 | -1.16% | $787.63 | 13F |
| MCO | MOODYS CORP | 0.05% | 36,029 | $18,071,786 | | No Change | $501.59 | 13F |
| RPAY | REPAY HLDGS CORP | 0.05% | 3,750,000 | $18,075,000 | | No Change | $4.82 | 13F |
| SAIL | SAILPOINT INC | 0.05% | 855,893 | $19,565,714 | 13,181 | 1.56% | $22.86 | 13F |
| NU | NU HLDGS LTD | 0.05% | 1,428,409 | $19,597,771 | 225,341 | 18.73% | $13.72 | 13F |
| ASIC | ATEGRITY SPECIALTY IN CO HO | 0.04% | 642,230 | $13,820,790 | 642,230 | New | $21.52 | 13F |
| CME | CME GROUP INC | 0.04% | 48,429 | $13,348,001 | 21,418 | 79.29% | $275.62 | 13F |
| DHR | DANAHER CORPORATION | 0.04% | 74,136 | $14,644,825 | 1,717 | 2.37% | $197.54 | 13F |
| EGP | EASTGROUP PPTYS INC | 0.04% | 86,114 | $14,391,372 | 3,866 | 4.7% | $167.12 | 13F |
| GFI | GOLD FIELDS LTD | 0.04% | 562,299 | $13,309,617 | -931,269 | -62.35% | $23.67 | 13F |
| SMA | SMARTSTOP SELF STORAG REIT I | 0.04% | 361,372 | $13,092,508 | 361,372 | New | $36.23 | 13F |
| TRNS | TRANSCAT INC | 0.04% | 167,713 | $14,416,609 | 13,689 | 8.89% | $85.96 | 13F |
| AGYS | AGILYSYS INC | 0.03% | 93,809 | $10,754,264 | 66,644 | 245.33% | $114.64 | 13F |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | 0.03% | 156,006 | $11,330,716 | -40,320 | -20.54% | $72.63 | 13F |
| DAVA | ENDAVA PLC | 0.03% | 648,983 | $9,942,420 | -4,385 | -0.67% | $15.32 | 13F |
| IRM | IRON MTN INC DEL | 0.03% | 107,524 | $11,028,737 | 107,524 | New | $102.57 | 13F |
| LI | LI AUTO INC | 0.03% | 361,861 | $9,810,052 | -557,879 | -60.66% | $27.11 | 13F |
| TEM | TEMPUS AI INC | 0.03% | 171,243 | $10,880,780 | -160,322 | -48.35% | $63.54 | 13F |
| TMO | THERMO FISHER SCIENTIFIC INC | 0.03% | 30,766 | $12,474,382 | -6,869 | -18.25% | $405.46 | 13F |
| FVRR | FIVERR INTL LTD | 0.03% | 391,524 | $11,483,399 | -96,054 | -19.7% | $29.33 | 13F |
| AZN | ASTRAZENECA PLC | 0.02% | 128,008 | $8,945,199 | 14,655 | 12.93% | $69.88 | 13F |
| BSX | BOSTON SCIENTIFIC CORP | 0.02% | 80,000 | $8,592,800 | -64,000 | -44.44% | $107.41 | 13F |
| BYD | BOYD GAMING CORP | 0.02% | 79,700 | $6,234,931 | | No Change | $78.23 | 13F |
| BLDR | BUILDERS FIRSTSOURCE INC | 0.02% | 57,189 | $6,673,384 | 57,189 | New | $116.69 | 13F |
| COST | COSTCO WHSL CORP | 0.02% | 6,349 | $6,285,129 | | No Change | $989.94 | 13F |
| AHR | AMERICAN HEALTHCARE REIT INC | 0.02% | 200,144 | $7,353,291 | -7,715 | -3.71% | $36.74 | 13F |
| HLLY | HOLLEY INC | 0.02% | 3,250,000 | $6,500,000 | -750,000 | -18.75% | $2 | 13F |
| HST | HOST HOTELS & RESORTS INC | 0.02% | 582,925 | $8,953,728 | 582,925 | New | $15.36 | 13F |
| INVH | INVITATION HOMES INC | 0.02% | 239,897 | $7,868,622 | 64,678 | 36.91% | $32.8 | 13F |
| MBLY | MOBILEYE GLOBAL INC | 0.02% | 421,200 | $7,573,176 | | No Change | $17.98 | 13F |
| PDD | PDD HOLDINGS INC | 0.02% | 53,743 | $5,624,742 | -9,911 | -15.57% | $104.66 | 13F |
| STEP | STEPSTONE GROUP INC | 0.02% | 140,515 | $7,798,582 | | No Change | $55.5 | 13F |
| SYK | STRYKER CORPORATION | 0.02% | 18,000 | $7,121,340 | -4,000 | -18.18% | $395.63 | 13F |
| VTR | VENTAS INC | 0.02% | 137,659 | $8,693,166 | -92,952 | -40.31% | $63.15 | 13F |
| VICI | VICI PPTYS INC | 0.02% | 242,348 | $7,900,545 | 242,348 | New | $32.6 | 13F |
| XPEV | XPENG INC | 0.02% | 439,981 | $7,866,860 | -412,998 | -48.42% | $17.88 | 13F |
| DB | DEUTSCHE BANK A G | 0.02% | 216,214 | $6,330,746 | 17,370 | 8.74% | $29.28 | 13F |
| GLOB | GLOBANT S A | 0.02% | 80,866 | $7,345,867 | -2,046 | -2.47% | $90.84 | 13F |
| A | AGILENT TECHNOLOGIES INC | 0.01% | 41,423 | $4,888,328 | -7,214 | -14.83% | $118.01 | 13F |
| ADC | AGREE RLTY CORP | 0.01% | 64,628 | $4,721,722 | -43,504 | -40.23% | $73.06 | 13F |
| CFLT | CONFLUENT INC | 0.01% | 165,000 | $4,113,450 | 60,000 | 57.14% | $24.93 | 13F |
| HDB | HDFC BANK LTD | 0.01% | 53,595 | $4,109,129 | | No Change | $76.67 | 13F |
| HGV | HILTON GRAND VACATIONS INC | 0.01% | 110,200 | $4,576,606 | | No Change | $41.53 | 13F |
| HUBS | HUBSPOT INC | 0.01% | 9,302 | $5,177,772 | -24,603 | -72.56% | $556.63 | 13F |
| INSM | INSMED INC | 0.01% | 36,700 | $3,693,488 | -23,300 | -38.83% | $100.64 | 13F |
| MCK | MCKESSON CORP | 0.01% | 6,500 | $4,763,070 | 2,000 | 44.44% | $732.78 | 13F |
| MRP | MILLROSE PPTYS INC | 0.01% | 171,526 | $4,890,206 | | No Change | $28.51 | 13F |
