| TSLA | TESLA INC | 13.11% | 11,933,509 | $4,436,281,971 | 6,034 | 0.05% | $371.75 | 13F |
| ACGL | ARCH CAP GROUP LTD | 4.74% | 16,709,759 | $1,603,969,766 | -1,277,746 | -7.1% | $95.99 | 13F |
| MSCI | MSCI INC | 4.30% | 2,699,389 | $1,454,997,665 | -56,358 | -2.05% | $539.01 | 13F |
| IT | Gartner, Inc. | 3.65% | 7,558,310 | $1,225,957,882 | 1,640,694 | 27.73% | | 13G |
| GWRE | Guidewire Software, Inc. | 3.33% | 8,987,623 | $1,105,927,010 | 2,390,170 | 36.23% | | 13G |
| RRR | Red Rock Resorts, Inc. | 2.82% | 16,337,187 | $953,764,977 | 2,924,341 | 21.80% | | 13G |
| IDXX | IDEXX LABS INC | 2.71% | 1,633,367 | $917,772,584 | -164,674 | -9.16% | $561.89 | 13F |
| H | HYATT HOTELS CORP | 2.70% | 6,341,673 | $911,869,161 | 235,188 | 3.85% | $143.79 | 13F |
| FIGS | FIGS INC | 2.62% | 59,959,449 | $885,601,062 | | No Change | $14.77 | 13F |
| FDS | FACTSET RESH SYS INC | 2.41% | 3,756,587 | $815,141,813 | 867,742 | 30.04% | $216.99 | 13F |
| CHH | CHOICE HOTELS INTL INC | 2.35% | 7,690,494 | $795,966,129 | 303,919 | 4.11% | $103.5 | 13F |
| KNSL | Kinsale Capital Group, Inc. | 2.26% | 2,472,900 | $753,665,733 | 445,135 | 21.95% | | 13G |
| SCHW | SCHWAB CHARLES CORP | 2.07% | 7,464,316 | $701,496,418 | 404,007 | 5.72% | $93.98 | 13F |
| CSGP | COSTAR GROUP INC | 1.95% | 16,314,175 | $658,113,819 | -3,183,924 | -16.33% | $40.34 | 13F |
| MTN | VAIL RESORTS INC | 1.91% | 5,043,533 | $647,186,155 | 233,605 | 4.86% | $128.32 | 13F |
| SPOT | SPOTIFY TECHNOLOGY S A | 1.89% | 1,319,525 | $639,850,868 | 322,234 | 32.31% | $484.91 | 13F |
| SHOP | SHOPIFY INC | 1.65% | 4,718,230 | $559,676,443 | 2,429,960 | 106.19% | $118.62 | 13F |
| NVDA | NVIDIA CORPORATION | 1.50% | 2,919,758 | $509,205,795 | -69,185 | -2.31% | $174.4 | 13F |
| VRSK | VERISK ANALYTICS INC | 1.41% | 2,511,976 | $476,647,446 | 1,209,365 | 92.84% | $189.75 | 13F |
| BIRK | BIRKENSTOCK HOLDING PLC | 0.99% | 9,366,068 | $335,586,216 | 1,400,031 | 17.57% | $35.83 | 13F |
| ONON | ON HLDG AG | 0.98% | 9,714,605 | $330,490,862 | 4,309,119 | 79.72% | $34.02 | 13F |
| VRT | VERTIV HOLDINGS CO | 0.87% | 1,181,144 | $295,971,064 | -364,428 | -23.58% | $250.58 | 13F |
| SITE | SITEONE LANDSCAPE SUPPLY INC | 0.81% | 2,059,076 | $274,083,606 | 30,710 | 1.51% | $133.11 | 13F |
| AMZN | AMAZON COM INC | 0.80% | 1,294,654 | $269,637,589 | 69,495 | 5.67% | $208.27 | 13F |
| IBKR | INTERACTIVE BROKERS GROUP IN | 0.80% | 4,047,376 | $271,457,508 | -596,000 | -12.84% | $67.07 | 13F |
| WELL | WELLTOWER INC | 0.79% | 1,344,941 | $265,908,285 | 67,449 | 5.28% | $197.71 | 13F |
| EQIX | EQUINIX INC | 0.71% | 243,975 | $239,154,054 | 98,546 | 67.76% | $980.24 | 13F |
| PRI | PRIMERICA INC | 0.64% | 860,026 | $215,419,312 | -272,518 | -24.06% | $250.48 | 13F |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 0.64% | 636,267 | $215,026,433 | 1,615 | 0.25% | $337.95 | 13F |
| APH | AMPHENOL CORP | 0.62% | 1,659,690 | $209,701,831 | -51,052 | -2.98% | $126.35 | 13F |
| GDS | GDS HLDGS LTD | 0.55% | 4,597,246 | $185,223,041 | 812,398 | 21.46% | $40.29 | 13F |
| ABNB | AIRBNB INC | 0.54% | 1,441,221 | $181,997,388 | 561,145 | 63.76% | $126.28 | 13F |
| PWR | QUANTA SVCS INC | 0.53% | 325,840 | $178,892,677 | -2,170 | -0.66% | $549.02 | 13F |
| WYNN | WYNN RESORTS LTD | 0.52% | 1,736,856 | $176,377,727 | 517,266 | 42.41% | $101.55 | 13F |
| MTD | METTLER TOLEDO INTERNATIONAL | 0.50% | 133,639 | $168,545,507 | -12,695 | -8.68% | $1261.2 | 13F |
| AVGO | BROADCOM INC | 0.48% | 523,219 | $161,941,513 | -14,621 | -2.72% | $309.51 | 13F |
| IOT | SAMSARA INC | 0.48% | 5,119,835 | $162,247,571 | 999,804 | 24.27% | $31.69 | 13F |
| HLI | HOULIHAN LOKEY INC | 0.45% | 1,061,403 | $152,438,699 | -62,548 | -5.57% | $143.62 | 13F |
| CBRE | CBRE GROUP INC | 0.43% | 1,074,451 | $145,545,132 | -284,881 | -20.96% | $135.46 | 13F |
| META | META PLATFORMS INC | 0.43% | 256,700 | $146,865,771 | -13,426 | -4.97% | $572.13 | 13F |
| LLYVK | LIBERTY LIVE HOLDINGS INC | 0.42% | 1,525,473 | $143,562,264 | -88,193 | -5.47% | $94.11 | 13F |
| PLD | PROLOGIS INC. | 0.42% | 1,065,747 | $140,870,438 | -43,380 | -3.91% | $132.18 | 13F |
| FPS | FORGENT POWER SOLUTIONS INC | 0.40% | 4,674,583 | $136,825,044 | 4,674,583 | New | $29.27 | 13F |
| LOAR | LOAR HOLDINGS INC | 0.40% | 2,366,299 | $135,565,270 | 246,794 | 11.64% | $57.29 | 13F |
| MORN | MORNINGSTAR INC | 0.38% | 759,515 | $128,396,011 | -482,279 | -38.84% | $169.05 | 13F |
| TOL | TOLL BROTHERS INC | 0.38% | 932,031 | $127,194,271 | -234,239 | -20.08% | $136.47 | 13F |
| BN | BROOKFIELD CORP | 0.35% | 2,905,510 | $117,585,990 | -730,407 | -20.09% | $40.47 | 13F |
| GOOGL | ALPHABET INC | 0.33% | 382,577 | $110,013,842 | 225,079 | 142.91% | $287.56 | 13F |
| NOVT | NOVANTA INC | 0.32% | 915,083 | $108,080,453 | -21,879 | -2.34% | $118.11 | 13F |
| ARGX | ARGENX SE | 0.30% | 138,648 | $101,247,702 | -15,071 | -9.8% | $730.25 | 13F |
| KRMN | KARMAN HLDGS INC | 0.30% | 1,279,093 | $102,391,395 | -635,128 | -33.18% | $80.05 | 13F |
| NPO | ENPRO INC | 0.29% | 391,730 | $98,187,124 | 92,880 | 31.08% | $250.65 | 13F |
| RBC | RBC BEARINGS INC | 0.29% | 181,481 | $98,565,961 | -121,629 | -40.13% | $543.12 | 13F |
| NET | CLOUDFLARE INC | 0.28% | 457,324 | $94,364,234 | 47,720 | 11.65% | $206.34 | 13F |
| HTFL | HEARTFLOW INC | 0.28% | 3,827,531 | $93,123,829 | 1,523,654 | 66.13% | $24.33 | 13F |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | 0.27% | 1,102,308 | $90,532,556 | 88,820 | 8.76% | $82.13 | 13F |
| DKNG | DRAFTKINGS INC | 0.27% | 4,218,766 | $91,209,721 | -455,689 | -9.75% | $21.62 | 13F |
| TDG | TRANSDIGM GROUP INC | 0.27% | 78,664 | $91,168,429 | 865 | 1.11% | $1158.96 | 13F |
| AEIS | ADVANCED ENERGY INDS | 0.26% | 268,725 | $86,720,245 | -30,416 | -10.17% | $322.71 | 13F |
| DLR | DIGITAL RLTY TR INC | 0.26% | 484,763 | $87,359,140 | 346,585 | 250.83% | $180.21 | 13F |
| HEIA | HEICO CORP | 0.26% | 419,407 | $88,532,624 | -14,935 | -3.44% | $211.09 | 13F |
| PLNT | PLANET FITNESS MASTER ISSUER | 0.26% | 1,200,064 | $89,260,760 | 50,036 | 4.35% | $74.38 | 13F |
| CGNX | COGNEX CORP | 0.25% | 1,740,166 | $85,250,732 | -160,000 | -8.42% | $48.99 | 13F |
| JBTM | JBT MAREL CORPORATION | 0.25% | 660,040 | $84,399,315 | -40,000 | -5.71% | $127.87 | 13F |
| PCOR | PROCORE TECHNOLOGIES INC | 0.25% | 1,499,091 | $85,448,187 | -16,891 | -1.11% | $57 | 13F |
| BABA | ALIBABA GROUP HLDG LTD | 0.24% | 635,540 | $79,734,848 | -436,107 | -40.7% | $125.46 | 13F |
| DT | DYNATRACE INC | 0.24% | 2,159,694 | $79,865,484 | 660,194 | 44.03% | $36.98 | 13F |
| GLPI | GAMING & LEISURE P | 0.24% | 1,846,273 | $81,919,133 | -12,523 | -0.67% | $44.37 | 13F |
| HLT | HILTON WORLDWIDE HLDGS INC | 0.24% | 265,363 | $80,691,581 | -2,340 | -0.87% | $304.08 | 13F |
| VTR | VENTAS INC | 0.24% | 998,339 | $81,644,163 | -221,144 | -18.13% | $81.78 | 13F |
| LLY | ELI LILLY & CO | 0.23% | 85,066 | $78,241,155 | -1,410 | -1.63% | $919.77 | 13F |
| MAC | MACERICH CO | 0.23% | 4,084,693 | $77,200,698 | 798,432 | 24.3% | $18.9 | 13F |
| CRH | CRH PLC | 0.23% | 739,176 | $77,702,181 | -105,458 | -12.49% | $105.12 | 13F |
| INDI | INDIE SEMICONDUCTOR INC | 0.22% | 23,337,826 | $75,147,800 | 1,632,084 | 7.52% | $3.22 | 13F |
| JLL | JONES LANG LASALLE INC | 0.22% | 241,208 | $73,404,419 | -323,089 | -57.26% | $304.32 | 13F |
| MELI | MERCADOLIBRE INC | 0.22% | 42,793 | $73,989,953 | -19,171 | -30.94% | $1729.02 | 13F |
| BAP | CREDICORP LTD | 0.22% | 222,224 | $75,373,936 | -62,820 | -22.04% | $339.18 | 13F |
| AAON | AAON INC | 0.21% | 844,377 | $69,872,197 | 106,361 | 14.41% | $82.75 | 13F |
| LGN | LEGENCE CORP | 0.21% | 1,245,682 | $70,331,206 | -150,000 | -10.75% | $56.46 | 13F |
| PSA | PUBLIC STORAGE OPER CO | 0.21% | 266,847 | $72,283,515 | 266,847 | New | $270.88 | 13F |
| TTAN | SERVICETITAN INC | 0.21% | 1,114,416 | $70,720,839 | 17,485 | 1.59% | $63.46 | 13F |
| DDOG | DATADOG INC | 0.20% | 587,382 | $69,340,445 | 96,800 | 19.73% | $118.05 | 13F |
| LVS | LAS VEGAS SANDS CORP | 0.20% | 1,226,430 | $66,080,048 | -271,462 | -18.12% | $53.88 | 13F |
| FWONK | LIBERTY MEDIA CORP DEL | 0.20% | 800,000 | $68,016,000 | -100,000 | -11.11% | $85.02 | 13F |
| MPWR | MONOLITHIC PWR SYS INC | 0.20% | 62,994 | $68,874,490 | -2,233 | -3.42% | $1093.35 | 13F |
| FND | FLOOR & DECOR HLDGS INC | 0.19% | 1,273,764 | $64,707,211 | -80,637 | -5.95% | $50.8 | 13F |
| HQY | HEALTHEQUITY INC | 0.19% | 750,025 | $62,679,589 | -6,000 | -0.79% | $83.57 | 13F |
| JEF | JEFFERIES FINANCIAL GROUP IN | 0.19% | 1,530,228 | $63,152,510 | 933,700 | 156.52% | $41.27 | 13F |
| RGEN | REPLIGEN CORP | 0.19% | 548,346 | $64,606,126 | 3,567 | 0.65% | $117.82 | 13F |
| ROP | ROPER TECHNOLOGIES INC | 0.19% | 186,159 | $65,874,224 | -21,278 | -10.26% | $353.86 | 13F |
| BWIN | THE BALDWIN INSURANCE GRP IN | 0.18% | 2,710,068 | $59,458,892 | -300,360 | -9.98% | $21.94 | 13F |
| FICO | FAIR ISAAC CORP | 0.18% | 57,929 | $61,841,525 | -10,722 | -15.62% | $1067.54 | 13F |
| SNOW | SNOWFLAKE INC | 0.18% | 398,468 | $60,096,944 | 16,590 | 4.34% | $150.82 | 13F |
| BLLN | BILLIONTOONE INC | 0.17% | 741,485 | $58,532,826 | 571,485 | 336.17% | $78.94 | 13F |
| CDNA | CAREDX INC | 0.17% | 3,336,409 | $57,920,060 | 181,229 | 5.74% | $17.36 | 13F |
| CWST | CASELLA WASTE SYS INC | 0.17% | 718,461 | $57,002,696 | 272,219 | 61% | $79.34 | 13F |
| DRVN | DRIVEN BRANDS HLDGS INC | 0.17% | 4,500,196 | $56,747,472 | -500,065 | -10% | $12.61 | 13F |
| WAY | WAYSTAR HLDG CORP | 0.17% | 2,325,569 | $56,069,469 | 931,935 | 66.87% | $24.11 | 13F |
| CAKE | CHEESECAKE FACTORY INC | 0.16% | 1,000,037 | $54,752,026 | -250,000 | -20% | $54.75 | 13F |
| CPNG | COUPANG INC | 0.16% | 2,809,513 | $53,043,605 | -1,464,837 | -34.27% | $18.88 | 13F |
| IBP | INSTALLED BLDG PRODS INC | 0.16% | 198,216 | $52,556,972 | -224,966 | -53.16% | $265.15 | 13F |
| INTA | INTAPP INC | 0.16% | 2,144,270 | $55,086,296 | -1,183,719 | -35.57% | $25.69 | 13F |
| IRM | IRON MTN INC DEL | 0.16% | 525,270 | $53,651,078 | 525,270 | New | $102.14 | 13F |
| MSGS | MADISON SQUARE GRDN SPRT COR | 0.16% | 165,015 | $53,035,821 | -35,000 | -17.5% | $321.4 | 13F |
| ROL | ROLLINS INC | 0.16% | 998,020 | $53,304,248 | -210,519 | -17.42% | $53.41 | 13F |
| V | VISA INC | 0.16% | 180,092 | $54,431,006 | 2,944 | 1.66% | $302.24 | 13F |
| ESTA | ESTABLISHMENT LABS HLDGS INC | 0.16% | 964,167 | $54,745,402 | 2,941 | 0.31% | $56.78 | 13F |
| AXON | AXON ENTERPRISE INC | 0.15% | 117,942 | $50,088,788 | 11,501 | 10.81% | $424.69 | 13F |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | 0.15% | 715,395 | $50,442,501 | -494,378 | -40.87% | $70.51 | 13F |
| TXRH | TEXAS ROADHOUSE INC | 0.15% | 315,698 | $52,134,368 | 812 | 0.26% | $165.14 | 13F |
| WST | WEST PHARMACEUTICAL SVSC INC | 0.15% | 199,750 | $50,065,340 | -63,439 | -24.1% | $250.64 | 13F |
| NU | NU HLDGS LTD | 0.15% | 3,529,651 | $50,721,085 | 194,361 | 5.83% | $14.37 | 13F |
| XP | XP INC | 0.15% | 2,674,571 | $50,923,832 | 1,479,094 | 123.72% | $19.04 | 13F |
| BMI | BADGER METER INC | 0.14% | 312,213 | $47,565,651 | 12,167 | 4.06% | $152.35 | 13F |
| HEI | HEICO CORP | 0.14% | 167,976 | $46,059,019 | -9,657 | -5.44% | $274.2 | 13F |
| LOW | LOWES COS INC | 0.14% | 206,788 | $48,859,869 | -15,045 | -6.78% | $236.28 | 13F |
| MRCY | MERCURY SYS INC | 0.14% | 645,066 | $47,031,762 | -190,757 | -22.82% | $72.91 | 13F |
| MEG | MONTROSE ENVIRONMENTAL GROUP | 0.14% | 2,168,183 | $47,461,526 | 7,584 | 0.35% | $21.89 | 13F |
| NEOG | NEOGEN CORP | 0.14% | 5,009,659 | $46,539,732 | -500,000 | -9.07% | $9.29 | 13F |
| ICLR | ICON PLC | 0.14% | 426,805 | $47,230,241 | -107,443 | -20.11% | $110.66 | 13F |
| ASML | ASML HLDG NV | 0.14% | 35,625 | $47,054,569 | 11,194 | 45.82% | $1320.83 | 13F |
| CZR | CAESARS ENTERTAINMENT INC NE | 0.13% | 1,643,199 | $43,429,750 | 1,643,199 | New | $26.43 | 13F |
| CRWD | CROWDSTRIKE HLDGS INC | 0.13% | 110,588 | $43,174,661 | 38,867 | 54.19% | $390.41 | 13F |
| FIG | FIGMA INC | 0.13% | 2,052,204 | $43,383,593 | 1,302,204 | 173.63% | $21.14 | 13F |
| FA | FIRST ADVANTAGE CORP | 0.13% | 3,750,173 | $44,102,034 | | No Change | $11.76 | 13F |
| HNGE | HINGE HEALTH INC | 0.13% | 1,130,053 | $43,574,844 | 130,483 | 13.05% | $38.56 | 13F |
| LYV | LIVE NATION ENTERTAINMENT IN | 0.13% | 296,628 | $45,238,736 | 18,827 | 6.78% | $152.51 | 13F |
| RDNT | RADNET INC | 0.13% | 810,066 | $45,274,589 | | No Change | $55.89 | 13F |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | 0.13% | 560,774 | $45,389,048 | -1,331 | -0.24% | $80.94 | 13F |
| TW | TRADEWEB MKTS INC | 0.13% | 367,448 | $43,233,932 | -13,889 | -3.64% | $117.66 | 13F |
| ISRG | INTUITIVE SURGICAL INC | 0.13% | 97,297 | $44,852,944 | -37 | -0.04% | $460.99 | 13F |
| TRU | TRANSUNION | 0.13% | 641,179 | $44,363,175 | -172,174 | -21.17% | $69.19 | 13F |
| ASGN | EVERFORTH INC | 0.12% | 1,060,800 | $41,063,568 | -250,000 | -19.07% | $38.71 | 13F |
| WMS | ADVANCED DRAIN SYS INC DEL | 0.12% | 291,152 | $39,925,674 | -3,526 | -1.2% | $137.13 | 13F |
| GOOG | ALPHABET INC | 0.12% | 139,018 | $39,878,703 | 21,234 | 18.03% | $286.86 | 13F |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | 0.12% | 507,649 | $39,611,851 | 38,385 | 8.18% | $78.03 | 13F |
| MA | MASTERCARD INCORPORATED | 0.12% | 79,754 | $39,849,884 | -204 | -0.26% | $499.66 | 13F |
| PRMB | PRIMO BRANDS CORPORATION | 0.12% | 2,186,585 | $41,173,396 | -65,927 | -2.93% | $18.83 | 13F |
| RKT | ROCKET COS INC | 0.12% | 2,828,334 | $40,303,759 | 1,429,974 | 102.26% | $14.25 | 13F |
| SITM | SITIME CORP | 0.12% | 116,961 | $40,392,481 | 468 | 0.4% | $345.35 | 13F |
| STEP | STEPSTONE GROUP INC | 0.12% | 830,574 | $39,634,991 | 100,017 | 13.69% | $47.72 | 13F |
| TEM | TEMPUS AI INC | 0.12% | 899,278 | $40,665,351 | 543,832 | 153% | $45.22 | 13F |
| VIST | VISTA ENERGY S.A.B. DE C.V. | 0.12% | 530,237 | $40,016,986 | 530,237 | New | $75.47 | 13F |
| VMC | VULCAN MATLS CO | 0.12% | 153,819 | $41,884,914 | -71,313 | -31.68% | $272.3 | 13F |
| ALKT | ALKAMI TECHNOLOGY INC | 0.11% | 2,308,036 | $36,166,924 | -675,029 | -22.63% | $15.67 | 13F |
| BBD | BANCO BRADESCO S A | 0.11% | 10,083,509 | $36,804,808 | 10,083,509 | New | $3.65 | 13F |
| LPLA | LPL FINL HLDGS INC | 0.11% | 121,778 | $36,634,476 | -53,467 | -30.51% | $300.83 | 13F |
| MGM | MGM RESORTS INTERNATIONAL | 0.11% | 996,534 | $36,881,723 | 996,534 | New | $37.01 | 13F |
| SSNC | SS&C TECH HLDGS | 0.11% | 572,451 | $38,680,514 | -6,222 | -1.08% | $67.57 | 13F |
| COO | COOPER COS INC | 0.10% | 454,864 | $32,522,776 | -209,627 | -31.55% | $71.5 | 13F |
| EXPO | EXPONENT INC | 0.10% | 496,733 | $32,411,828 | 25,865 | 5.49% | $65.25 | 13F |
| YMM | FULL TRUCK ALLIANCE CO LTD | 0.10% | 4,184,358 | $34,730,171 | -1,588,265 | -27.51% | $8.3 | 13F |
| NTSK | NETSKOPE INC | 0.10% | 3,824,078 | $32,466,422 | 842,335 | 28.25% | $8.49 | 13F |
| SKY | CHAMPION HOMES INC | 0.10% | 469,822 | $34,940,662 | -255,720 | -35.25% | $74.37 | 13F |
| TMHC | TAYLOR MORRISON HOME CORP | 0.10% | 554,505 | $32,294,371 | 154,086 | 38.48% | $58.24 | 13F |
| WING | WINGSTOP INC | 0.10% | 207,987 | $32,231,745 | -7,244 | -3.37% | $154.97 | 13F |
| STVN | STEVANATO GROUP S P A | 0.10% | 2,500,438 | $34,381,022 | 498,714 | 24.91% | $13.75 | 13F |
| TECH | BIO-TECHNE CORP | 0.09% | 561,441 | $29,340,907 | -646,058 | -53.5% | $52.26 | 13F |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | 0.09% | 1,568,430 | $30,035,434 | -432,191 | -21.6% | $19.15 | 13F |
| NCNO | NCINO INC | 0.09% | 2,050,073 | $30,710,094 | -52,664 | -2.5% | $14.98 | 13F |
| PENN | PENN ENTERTAINMENT INC | 0.09% | 2,092,244 | $31,446,427 | 2,092,244 | New | $15.03 | 13F |
| SPG | SIMON PPTY GROUP INC | 0.09% | 166,058 | $30,974,799 | -86,732 | -34.31% | $186.53 | 13F |
| VEEV | VEEVA SYS INC | 0.09% | 168,126 | $29,533,013 | -93,944 | -35.85% | $175.66 | 13F |
| WCN | WASTE CONNECTIONS INC | 0.09% | 192,621 | $31,289,355 | -7,379 | -3.69% | $162.44 | 13F |
| ZLAB | ZAI LAB LTD | 0.09% | 1,658,318 | $31,192,962 | 240,313 | 16.95% | $18.81 | 13F |
| CDRO | CODERE ONLINE LUXEMBOURG S A | 0.09% | 3,503,284 | $29,777,914 | | No Change | $8.5 | 13F |
| FROG | JFROG LTD | 0.09% | 620,313 | $29,111,289 | -873,205 | -58.47% | $46.93 | 13F |
| AVNT | AVIENT CORPORATION | 0.08% | 778,000 | $28,241,400 | -222,000 | -22.2% | $36.3 | 13F |
| EQR | EQUITY RESIDENTIAL | 0.08% | 473,496 | $28,007,288 | -201,785 | -29.88% | $59.15 | 13F |
| GLIBK | GCI LIBERTY INC | 0.08% | 688,388 | $25,614,917 | 6,948 | 1.02% | $37.21 | 13F |
| ILMN | ILLUMINA INC | 0.08% | 219,359 | $27,038,190 | -207 | -0.09% | $123.26 | 13F |
| MSFT | MICROSOFT CORP | 0.08% | 73,753 | $27,301,148 | -268,005 | -78.42% | $370.17 | 13F |
| OFRM | ONCE UPON A FARM PBC | 0.08% | 1,749,858 | $28,610,178 | 1,749,858 | New | $16.35 | 13F |
| UDR | UDR INC | 0.08% | 772,594 | $26,098,225 | 772,594 | New | $33.78 | 13F |
| VRNS | VARONIS SYS INC | 0.08% | 1,239,294 | $26,607,642 | 13,054 | 1.06% | $21.47 | 13F |
| NVMI | NOVA LTD | 0.08% | 59,858 | $25,995,132 | -94,653 | -61.26% | $434.28 | 13F |
| ANDG | ANDERSEN GROUP INC | 0.07% | 900,149 | $24,484,053 | 400,149 | 80.03% | $27.2 | 13F |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | 0.07% | 1,072,189 | $25,260,773 | 567,489 | 112.44% | $23.56 | 13F |
| CDW | CDW CORP | 0.07% | 202,373 | $24,491,180 | -28,870 | -12.48% | $121.02 | 13F |
| LRCX | LAM RESEARCH CORP | 0.07% | 116,670 | $24,927,712 | 88,641 | 316.25% | $213.66 | 13F |
| FWONA | LIBERTY MEDIA CORP DEL | 0.07% | 316,574 | $24,718,098 | 4,986 | 1.6% | $78.08 | 13F |
| MIR | MIRION TECHNOLOGIES INC | 0.07% | 1,213,748 | $22,563,575 | 563,748 | 86.73% | $18.59 | 13F |
| S | SENTINELONE INC | 0.07% | 1,908,204 | $24,577,668 | -628,392 | -24.77% | $12.88 | 13F |
| SHW | SHERWIN WILLIAMS CO | 0.07% | 70,846 | $22,709,685 | 70,846 | New | $320.55 | 13F |
| ZS | ZSCALER INC | 0.07% | 173,025 | $24,273,677 | -17,943 | -9.4% | $140.29 | 13F |
| AFYA | AFYA LTD | 0.07% | 1,483,658 | $22,061,994 | -204,616 | -12.12% | $14.87 | 13F |
| WTW | WILLIS TOWERS WATSON PLC LTD | 0.07% | 85,918 | $24,976,363 | -470 | -0.54% | $290.7 | 13F |
| AXGN | AXOGEN INC | 0.06% | 643,743 | $21,327,206 | 643,743 | New | $33.13 | 13F |
| IRTC | IRHYTHM HOLDINGS INC | 0.06% | 183,900 | $21,703,878 | 183,900 | New | $118.02 | 13F |
| KKR | KKR & CO INC | 0.06% | 233,268 | $21,577,290 | -13,083 | -5.31% | $92.5 | 13F |
| PONY | PONY AI INC | 0.06% | 2,125,643 | $20,066,070 | -460,938 | -17.82% | $9.44 | 13F |
| GCMG | GCM GROSVENOR INC | 0.06% | 2,200,349 | $21,563,420 | | No Change | $9.8 | 13F |
| TWFG | TWFG INC | 0.06% | 1,135,099 | $20,874,471 | 180,636 | 18.93% | $18.39 | 13F |
| TME | TENCENT MUSIC ENTMT GROUP | 0.06% | 2,059,399 | $19,111,223 | -8,706 | -0.42% | $9.28 | 13F |
| VCYT | VERACYTE INC | 0.06% | 655,522 | $21,114,364 | 9,901 | 1.53% | $32.21 | 13F |
| BAM | BROOKFIELD ASSET MANAGMT LTD | 0.05% | 398,072 | $17,694,300 | -586,799 | -59.58% | $44.45 | 13F |
| CME | CME GROUP INC | 0.05% | 51,700 | $15,269,595 | 263 | 0.51% | $295.35 | 13F |
| COHR | COHERENT CORP | 0.05% | 66,982 | $15,955,782 | 37,500 | 127.2% | $238.21 | 13F |
| EGP | EASTGROUP PPTYS INC | 0.05% | 84,614 | $15,661,205 | | No Change | $185.09 | 13F |
| EPAC | ENERPAC TOOL GROUP CORP | 0.05% | 447,643 | $16,325,540 | 1,426 | 0.32% | $36.47 | 13F |
| GDYN | GRID DYNAMICS HLDGS INC | 0.05% | 3,000,322 | $17,101,835 | | No Change | $5.7 | 13F |
| INSP | INSPIRE MED SYS INC | 0.05% | 298,470 | $15,395,083 | -39,016 | -11.56% | $51.58 | 13F |
| MCO | MOODYS CORP | 0.05% | 36,232 | $15,806,210 | 523 | 1.46% | $436.25 | 13F |
| NP | NEPTUNE INS HLDGS INC | 0.05% | 708,474 | $17,137,986 | -254 | -0.04% | $24.19 | 13F |
| SPGI | S&P GLOBAL INC | 0.05% | 39,177 | $16,663,545 | 270 | 0.69% | $425.34 | 13F |
| TRNS | TRANSCAT INC | 0.05% | 230,354 | $16,919,501 | 26,877 | 13.21% | $73.45 | 13F |
| ARX | ACCELERANT HOLDINGS | 0.05% | 1,208,794 | $16,149,488 | -320 | -0.03% | $13.36 | 13F |
| AGYS | AGILYSYS INC | 0.04% | 206,401 | $14,683,367 | 85,555 | 70.8% | $71.14 | 13F |
| APO | APOLLO GLOBAL MGMT INC | 0.04% | 110,119 | $12,269,459 | -14,695 | -11.77% | $111.42 | 13F |
| ANET | ARISTA NETWORKS INC | 0.04% | 104,728 | $12,858,504 | 26,746 | 34.3% | $122.78 | 13F |
| DXCM | DEXCOM INC | 0.04% | 241,000 | $15,134,800 | -16,500 | -6.41% | $62.8 | 13F |
| EPRT | ESSENTIAL PPTYS RLTY TR INC | 0.04% | 434,808 | $13,200,771 | 434,808 | New | $30.36 | 13F |
| HST | HOST HOTELS & RESORTS INC | 0.04% | 694,087 | $13,298,707 | 273,543 | 65.05% | $19.16 | 13F |
| LITE | LUMENTUM HLDGS INC | 0.04% | 20,980 | $14,743,905 | 7,050 | 50.61% | $702.76 | 13F |
| VAC | MARRIOTT VACATIONS WORLDWIDE | 0.04% | 214,280 | $13,953,914 | 172,480 | 412.63% | $65.12 | 13F |
| PAR | PAR TECHNOLOGY CORP | 0.04% | 944,301 | $12,587,532 | -60,235 | -6% | $13.33 | 13F |
| RBRK | RUBRIK INC. | 0.04% | 277,535 | $13,590,889 | 272,783 | 5740.38% | $48.97 | 13F |
| NOW | SERVICENOW INC | 0.04% | 134,330 | $14,044,201 | -90,636 | -40.29% | $104.55 | 13F |
| STUB | STUBHUB HLDGS INC | 0.04% | 1,931,317 | $12,051,418 | -1,021,896 | -34.6% | $6.24 | 13F |
| VSEC | VSE CORP | 0.04% | 75,011 | $13,832,028 | 75,011 | New | $184.4 | 13F |
| AZN | ASTRAZENECA PLC | 0.04% | 63,835 | $12,589,539 | 63,835 | New | $197.22 | 13F |
| WIX | WIX COM LTD | 0.04% | 136,080 | $12,256,726 | -10,136 | -6.93% | $90.07 | 13F |
| BX | BLACKSTONE INC | 0.03% | 94,599 | $10,877,939 | -485,411 | -83.69% | $114.99 | 13F |
| CNS | COHEN & STEERS INC | 0.03% | 165,076 | $10,325,504 | | No Change | $62.55 | 13F |
| AHR | AMERICAN HEALTHCARE REIT INC | 0.03% | 204,159 | $9,628,138 | -22,300 | -9.85% | $47.16 | 13F |
| HLLY | HOLLEY INC | 0.03% | 3,250,000 | $9,977,500 | | No Change | $3.07 | 13F |
| IEX | IDEX CORP | 0.03% | 52,776 | $10,003,691 | -18,538 | -25.99% | $189.55 | 13F |
| INTU | INTUIT | 0.03% | 20,335 | $8,792,447 | -128 | -0.63% | $432.38 | 13F |
| MC | MOELIS & CO | 0.03% | 163,197 | $9,302,229 | -350,000 | -68.2% | $57 | 13F |
| PEB | PEBBLEBROOK HOTEL TR | 0.03% | 699,157 | $8,830,353 | 699,157 | New | $12.63 | 13F |
| SPRY | ARS PHARMACEUTICALS INC | 0.03% | 1,273,341 | $10,224,928 | 4,809 | 0.38% | $8.03 | 13F |
| XYZ | BLOCK INC | 0.03% | 165,728 | $9,973,511 | -194,617 | -54.01% | $60.18 | 13F |
| TMO | THERMO FISHER SCIENTIFIC INC | 0.03% | 23,670 | $11,634,515 | -5,150 | -17.87% | $491.53 | 13F |
| WY | WEYERHAEUSER CO | 0.03% | 451,631 | $11,033,345 | 72,783 | 19.21% | $24.43 | 13F |
| ADC | AGREE RLTY CORP | 0.02% | 83,347 | $6,282,697 | 9,219 | 12.44% | $75.38 | 13F |
| BYD | BOYD GAMING CORP | 0.02% | 79,700 | $6,549,746 | | No Change | $82.18 | 13F |
| CG | CARLYLE GROUP INC | 0.02% | 157,000 | $7,597,230 | | No Change | $48.39 | 13F |
| COST | COSTCO WHOLESALE CORPORATION | 0.02% | 6,349 | $6,326,334 | | No Change | $996.43 | 13F |
| CUBE | CUBESMART | 0.02% | 187,813 | $6,883,346 | 187,813 | New | $36.65 | 13F |
| EXR | EXTRA SPACE STORAGE INC | 0.02% | 60,011 | $7,869,242 | -4,724 | -7.3% | $131.13 | 13F |
| JAN | JANUS LIVING INC | 0.02% | 225,000 | $5,303,250 | 225,000 | New | $23.57 | 13F |
| JNJ | JOHNSON & JOHNSON | 0.02% | 22,500 | $5,499,900 | 18,900 | 525% | $244.44 | 13F |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | 0.02% | 336,533 | $5,710,965 | -86,431 | -20.43% | $16.97 | 13F |
| PDD | PDD HOLDINGS INC | 0.02% | 61,948 | $6,329,847 | -438 | -0.7% | $102.18 | 13F |
| VIA | VIA TRANSN INC | 0.02% | 370,985 | $5,564,775 | -148,395 | -28.57% | $15 | 13F |
| NBIS | NEBIUS GROUP N.V. | 0.02% | 54,832 | $5,689,368 | 54,832 | New | $103.76 | 13F |
| A | AGILENT TECHNOLOGIES INC | 0.01% | 36,589 | $4,170,414 | -2,188 | -5.64% | $113.98 | 13F |
| AMT | AMERICAN TOWER CORP | 0.01% | 23,709 | $4,091,699 | -244,104 | -91.15% | $172.58 | 13F |
| CWAN | CLEARWATER ANALYTICS HLDGS I | 0.01% | 154,864 | $3,662,534 | -7,661,583 | -98.02% | $23.65 | 13F |
| ELAN | ELANCO ANIMAL HEALTH INC | 0.01% | 163,463 | $3,911,670 | 83,463 | 104.33% | $23.93 | 13F |
