| TSLA | TESLA INC | 15.17% | 14,578,809 | $5,887,506,227 | -349,720 | -2.34% | $403.84 | 13F |
| IT | GARTNER INC | 4.89% | 3,916,203 | $1,897,282,867 | -106,181 | -2.64% | $484.47 | 13F |
| ACGL | ARCH CAP GROUP LTD | 4.87% | 20,462,724 | $1,889,732,561 | -262,633 | -1.27% | $92.35 | 13F |
| CSGP | COSTAR GROUP INC | 3.54% | 19,203,564 | $1,374,783,147 | 418,128 | 2.23% | $71.59 | 13F |
| MSCI | MSCI INC | 3.30% | 2,131,931 | $1,279,179,919 | -25,500 | -1.18% | $600.01 | 13F |
| FDS | FACTSET RESH SYS INC | 2.91% | 2,355,611 | $1,131,352,851 | -122,416 | -4.94% | $480.28 | 13F |
| GWRE | GUIDEWIRE SOFTWARE INC | 2.57% | 5,915,183 | $997,181,550 | -92,946 | -1.55% | $168.58 | 13F |
| MTN | VAIL RESORTS INC | 2.55% | 5,290,546 | $991,712,848 | 105,410 | 2.03% | $187.45 | 13F |
| H | HYATT HOTELS CORP | 2.24% | 5,550,789 | $871,362,857 | 67,385 | 1.23% | $156.98 | 13F |
| IDXX | IDEXX LABS INC | 2.14% | 2,005,522 | $829,163,016 | 82,264 | 4.28% | $413.44 | 13F |
| KNSL | KINSALE CAP GROUP INC | 2.07% | 1,726,604 | $803,095,319 | -18,811 | -1.08% | $465.13 | 13F |
| CHH | CHOICE HOTELS INTL INC | 1.71% | 4,682,492 | $664,820,214 | -33,822 | -0.72% | $141.98 | 13F |
| SCHW | SCHWAB CHARLES CORP | 1.38% | 7,217,828 | $534,191,450 | -51,452 | -0.71% | $74.01 | 13F |
| RRR | RED ROCK RESORTS INC | 1.35% | 11,356,201 | $525,110,734 | 732,917 | 6.9% | $46.24 | 13F |
| ANSS | ANSYS INC | 1.23% | 1,416,224 | $477,734,842 | -196,038 | -12.16% | $337.33 | 13F |
| PRI | PRIMERICA INC | 1.16% | 1,655,547 | $449,348,567 | -56,464 | -3.3% | $271.42 | 13F |
| MORN | MORNINGSTAR INC | 1.13% | 1,305,155 | $439,523,998 | -433 | -0.03% | $336.76 | 13F |
| SPOT | SPOTIFY TECHNOLOGY S A | 1.03% | 897,166 | $401,374,125 | 15,019 | 1.7% | $447.38 | 13F |
| NVDA | NVIDIA CORP | 0.98% | 2,846,647 | $382,276,226 | -146,933 | -4.91% | $134.29 | 13F |
| GLPI | GAMING & LEISURE PPTYS INC | 0.97% | 7,817,443 | $376,488,055 | -290,341 | -3.58% | $48.16 | 13F |
| MTD | METTLER TOLEDO INTERNATIONAL | 0.89% | 280,994 | $343,846,738 | -7,753 | -2.69% | $1223.68 | 13F |
| VRSK | VERISK ANALYTICS INC | 0.89% | 1,252,586 | $344,999,762 | -15,948 | -1.26% | $275.43 | 13F |
| FIGS | FIGS, Inc. | 0.84% | 58,671,584 | $327,387,439 | 27,833,825 | 90.26% | | 13D |
| IRDM | IRIDIUM COMMUNICATIONS INC | 0.81% | 10,769,377 | $312,527,321 | -349,408 | -3.14% | $29.02 | 13F |
| VRT | VERTIV HOLDINGS CO | 0.80% | 2,750,000 | $312,427,500 | -800,000 | -22.54% | $113.61 | 13F |
| TECH | BIO TECHNE CORP | 0.77% | 4,136,984 | $297,986,958 | -308,556 | -6.94% | $72.03 | 13F |
| EQIX | EQUINIX INC | 0.71% | 291,587 | $274,934,466 | 49,454 | 20.42% | $942.89 | 13F |
| SHOP | SHOPIFY INC | 0.71% | 2,581,257 | $274,465,057 | -139,224 | -5.12% | $106.33 | 13F |
| DAY | DAYFORCE INC | 0.66% | 3,526,456 | $256,161,764 | -1,181 | -0.03% | $72.64 | 13F |
| MSFT | MICROSOFT CORP | 0.63% | 576,241 | $242,885,581 | -931 | -0.16% | $421.5 | 13F |
| AMZN | AMAZON COM INC | 0.61% | 1,080,063 | $236,955,022 | -15,439 | -1.41% | $219.39 | 13F |
| SITE | SITEONE LANDSCAPE SUPPLY INC | 0.56% | 1,652,772 | $217,785,766 | 72,430 | 4.58% | $131.77 | 13F |
| HLI | HOULIHAN LOKEY INC | 0.51% | 1,144,179 | $198,698,125 | -500 | -0.04% | $173.66 | 13F |
| TTD | THE TRADE DESK INC | 0.49% | 1,616,029 | $189,931,888 | -203,509 | -11.18% | $117.53 | 13F |
| BIRK | BIRKENSTOCK HOLDING PLC | 0.49% | 3,359,351 | $190,340,828 | 256,844 | 8.28% | $56.66 | 13F |
| CNS | COHEN & STEERS INC | 0.48% | 2,008,882 | $185,500,164 | -622 | -0.03% | $92.34 | 13F |
| FICO | FAIR ISAAC CORP | 0.48% | 93,590 | $186,331,139 | -2,280 | -2.38% | $1990.93 | 13F |
| CBRE | CBRE GROUP INC | 0.47% | 1,390,985 | $182,622,421 | 91,154 | 7.01% | $131.29 | 13F |
| GTLS | CHART INDS INC | 0.47% | 952,404 | $181,756,779 | -70,260 | -6.87% | $190.84 | 13F |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | 0.45% | 1,559,277 | $172,845,855 | 69,940 | 4.7% | $110.85 | 13F |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 0.45% | 877,053 | $173,209,197 | -83,687 | -8.71% | $197.49 | 13F |
| ONON | ON HLDG AG | 0.45% | 3,157,793 | $172,952,323 | 898 | 0.03% | $54.77 | 13F |
| META | META PLATFORMS INC | 0.42% | 281,029 | $164,545,290 | -3,901 | -1.37% | $585.51 | 13F |
| IBKR | INTERACTIVE BROKERS GROUP IN | 0.42% | 913,967 | $161,470,550 | 1,359 | 0.15% | $176.67 | 13F |
| GDS | GDS HLDGS LTD | 0.41% | 6,673,226 | $158,555,850 | 632,671 | 10.47% | $23.76 | 13F |
| INTA | INTAPP INC | 0.41% | 2,484,012 | $159,200,329 | -366,443 | -12.86% | $64.09 | 13F |
| ICLR | ICON PLC | 0.40% | 734,167 | $153,962,162 | -219,889 | -23.05% | $209.71 | 13F |
| ARGX | ARGENX SE | 0.38% | 242,178 | $148,939,470 | -8,126 | -3.25% | $615 | 13F |
| CWAN | CLEARWATER ANALYTICS HLDGS I | 0.38% | 5,324,970 | $146,543,174 | -1,604 | -0.03% | $27.52 | 13F |
| TREX | TREX CO INC | 0.38% | 2,153,133 | $148,630,771 | 126,441 | 6.24% | $69.03 | 13F |
| WELL | WELLTOWER INC | 0.37% | 1,151,495 | $145,122,915 | 176,736 | 18.13% | $126.03 | 13F |
| WST | WEST PHARMACEUTICAL SVSC INC | 0.37% | 434,121 | $142,200,675 | -49,721 | -10.28% | $327.56 | 13F |
| BX | BLACKSTONE INC | 0.35% | 785,682 | $135,467,290 | 15,788 | 2.05% | $172.42 | 13F |
| BN | BROOKFIELD CORP | 0.35% | 2,391,691 | $137,402,648 | 442,219 | 22.68% | $57.45 | 13F |
| TDG | TRANSDIGM GROUP INC | 0.35% | 107,844 | $136,668,544 | 1,985 | 1.88% | $1267.28 | 13F |
| ASGN | ASGN INC | 0.34% | 1,570,286 | $130,867,635 | -323,914 | -17.1% | $83.34 | 13F |
| ROP | ROPER TECHNOLOGIES INC | 0.34% | 253,317 | $131,686,842 | -4,480 | -1.74% | $519.85 | 13F |
| APH | AMPHENOL CORP | 0.33% | 1,850,768 | $128,535,838 | -2,510 | -0.14% | $69.45 | 13F |
| CPNG | COUPANG INC | 0.33% | 5,757,166 | $126,542,509 | -1,036,414 | -15.26% | $21.98 | 13F |
| DNUT | KRISPY KREME INC | 0.33% | 13,069,717 | $129,782,290 | 2,588,398 | 24.7% | $9.93 | 13F |
| PLNT | PLANET FITNESS INC | 0.32% | 1,250,000 | $123,587,500 | | No Change | $98.87 | 13F |
| BABA | ALIBABA GROUP HLDG LTD | 0.31% | 1,434,620 | $121,641,430 | -5 | -0.00035% | $84.79 | 13F |
| DEI | DOUGLAS EMMETT INC | 0.31% | 6,388,156 | $118,564,175 | -1,288 | -0.02% | $18.56 | 13F |
| BWIN | THE BALDWIN INSURANCE GRP IN | 0.30% | 3,010,000 | $116,667,600 | | No Change | $38.76 | 13F |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | 0.30% | 4,374,077 | $115,388,151 | | No Change | $26.38 | 13F |
| AVGO | BROADCOM INC | 0.29% | 484,330 | $112,287,067 | -20,742 | -4.11% | $231.84 | 13F |
| DLR | DIGITAL RLTY TR INC | 0.29% | 631,257 | $111,940,804 | 37,550 | 6.32% | $177.33 | 13F |
| FND | FLOOR & DECOR HLDGS INC | 0.29% | 1,125,941 | $112,256,318 | -126,814 | -10.12% | $99.7 | 13F |
| YMM | FULL TRUCK ALLIANCE CO LTD | 0.28% | 10,078,316 | $109,047,379 | -327,583 | -3.15% | $10.82 | 13F |
| JLL | JONES LANG LASALLE INC | 0.27% | 420,366 | $106,411,449 | 105,656 | 33.57% | $253.14 | 13F |
| NEOG | NEOGEN CORP | 0.27% | 8,485,308 | $103,011,639 | 1,182,193 | 16.19% | $12.14 | 13F |
| VNO | VORNADO RLTY TR | 0.26% | 2,443,712 | $102,733,652 | 531,353 | 27.79% | $42.04 | 13F |
| PWR | QUANTA SVCS INC | 0.26% | 323,335 | $102,190,027 | 546 | 0.17% | $316.05 | 13F |
| NET | CLOUDFLARE INC | 0.25% | 897,555 | $96,648,722 | 47,075 | 5.54% | $107.68 | 13F |
| MELI | MERCADOLIBRE INC | 0.25% | 58,198 | $98,962,207 | 5,745 | 10.95% | $1700.44 | 13F |
| RBC | RBC BEARINGS INC | 0.25% | 322,361 | $96,431,070 | -12,714 | -3.79% | $299.14 | 13F |
| AXON | AXON ENTERPRISE INC | 0.24% | 154,650 | $91,911,588 | -99,491 | -39.15% | $594.32 | 13F |
| CG | CARLYLE GROUP INC | 0.24% | 1,867,253 | $94,277,604 | | No Change | $50.49 | 13F |
| CAKE | CHEESECAKE FACTORY INC | 0.24% | 2,000,000 | $94,880,000 | | No Change | $47.44 | 13F |
| DKNG | DRAFTKINGS INC | 0.24% | 2,499,356 | $92,976,043 | 106,391 | 4.45% | $37.2 | 13F |
| FWONK | LIBERTY MEDIA CORP DEL | 0.24% | 1,000,000 | $92,660,000 | | No Change | $92.66 | 13F |
| MAC | MACERICH CO | 0.24% | 4,675,471 | $93,135,382 | 2,980,051 | 175.77% | $19.92 | 13F |
| JBTM | JOHN BEAN TECHNOLOGIES CORP | 0.23% | 700,000 | $88,970,000 | | No Change | $127.1 | 13F |
| CYBR | CYBERARK SOFTWARE LTD | 0.23% | 262,597 | $87,484,191 | 37,154 | 16.48% | $333.15 | 13F |
| LVS | LAS VEGAS SANDS CORP | 0.22% | 1,627,165 | $83,571,194 | 46,090 | 2.92% | $51.36 | 13F |
| COO | COOPER COS INC | 0.21% | 904,982 | $83,194,995 | -35,000 | -3.72% | $91.93 | 13F |
| EXPE | EXPEDIA GROUP INC | 0.21% | 430,454 | $80,206,494 | 430,454 | New | $186.33 | 13F |
| INDI | INDIE SEMICONDUCTOR INC | 0.21% | 19,901,826 | $80,602,395 | 4,661,220 | 30.58% | $4.05 | 13F |
| IBP | INSTALLED BLDG PRODS INC | 0.21% | 458,769 | $80,399,267 | -33,517 | -6.81% | $175.25 | 13F |
| TRU | TRANSUNION | 0.21% | 871,818 | $80,826,247 | -4,570 | -0.52% | $92.71 | 13F |
| VEEV | VEEVA SYS INC | 0.21% | 391,262 | $82,262,835 | -20,875 | -5.07% | $210.25 | 13F |
| DDOG | DATADOG INC | 0.20% | 530,854 | $75,853,728 | -25,233 | -4.54% | $142.89 | 13F |
| DRVN | DRIVEN BRANDS HLDGS INC | 0.20% | 4,750,000 | $76,665,000 | 1,250,000 | 35.71% | $16.14 | 13F |
| EQR | EQUITY RESIDENTIAL | 0.20% | 1,067,763 | $76,622,673 | 379,565 | 55.15% | $71.76 | 13F |
| HLT | HILTON WORLDWIDE HLDGS INC | 0.20% | 319,734 | $79,025,455 | 11,439 | 3.71% | $247.16 | 13F |
| LLYVK | LIBERTY MEDIA CORP DEL | 0.20% | 1,141,546 | $77,693,621 | -25,473 | -2.18% | $68.06 | 13F |
| PAR | PAR TECHNOLOGY CORP | 0.20% | 1,065,579 | $77,435,626 | -105,329 | -9% | $72.67 | 13F |
| ISRG | INTUITIVE SURGICAL INC | 0.20% | 146,216 | $76,318,903 | -14,009 | -8.74% | $521.96 | 13F |
| NOW | SERVICENOW INC | 0.20% | 71,899 | $76,221,568 | -3,345 | -4.45% | $1060.12 | 13F |
| AAPL | APPLE INC | 0.19% | 301,279 | $75,446,287 | 951 | 0.32% | $250.42 | 13F |
| BAM | BROOKFIELD ASSET MANAGMT LTD | 0.19% | 1,348,906 | $73,097,216 | 248,471 | 22.58% | $54.19 | 13F |
| GTLB | GITLAB INC | 0.19% | 1,295,541 | $73,003,735 | 42,297 | 3.38% | $56.35 | 13F |
| HQY | HEALTHEQUITY INC | 0.19% | 780,000 | $74,841,000 | 30,000 | 4% | $95.95 | 13F |
| PCOR | PROCORE TECHNOLOGIES INC | 0.19% | 992,794 | $74,390,054 | 86,943 | 9.6% | $74.93 | 13F |
| BAP | CREDICORP LTD | 0.19% | 404,539 | $74,160,089 | 11,583 | 2.95% | $183.32 | 13F |
| FA | FIRST ADVANTAGE CORP | 0.18% | 3,750,000 | $70,237,500 | | No Change | $18.73 | 13F |
| ROL | ROLLINS INC | 0.18% | 1,548,750 | $71,784,562 | | No Change | $46.35 | 13F |
| TTAN | SERVICETITAN INC | 0.18% | 684,222 | $70,385,917 | 684,222 | New | $102.87 | 13F |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | 0.17% | 686,832 | $67,000,462 | -153,323 | -18.25% | $97.55 | 13F |
| GDYN | GRID DYNAMICS HLDGS INC | 0.17% | 3,000,000 | $66,720,000 | | No Change | $22.24 | 13F |
| HEIA | HEICO CORP | 0.17% | 346,699 | $64,513,750 | 168 | 0.05% | $186.08 | 13F |
| NARI | INARI MED INC | 0.17% | 1,312,528 | $67,004,554 | 306,399 | 30.45% | $51.05 | 13F |
| INSP | INSPIRE MED SYS INC | 0.17% | 347,800 | $64,475,164 | 8,500 | 2.51% | $185.38 | 13F |
| AVNT | AVIENT CORPORATION | 0.16% | 1,500,000 | $61,290,000 | | No Change | $40.86 | 13F |
| AZPN | ASPEN TECHNOLOGY INC | 0.16% | 253,214 | $63,209,811 | -214,797 | -45.9% | $249.63 | 13F |
| MA | MASTERCARD INC | 0.16% | 118,214 | $62,247,946 | -542 | -0.46% | $526.57 | 13F |
| ALTR | ALTAIR ENGR INC | 0.15% | 539,002 | $58,810,508 | -720,342 | -57.2% | $109.11 | 13F |
| CGNX | COGNEX CORP | 0.15% | 1,600,000 | $57,376,000 | 100,000 | 6.67% | $35.86 | 13F |
| KRC | KILROY RLTY CORP | 0.15% | 1,452,331 | $58,746,789 | 1,452,331 | New | $40.45 | 13F |
| LPX | LOUISIANA PAC CORP | 0.15% | 577,893 | $59,840,820 | 61,421 | 11.89% | $103.55 | 13F |
| NCNO | NCINO INC | 0.15% | 1,684,834 | $56,576,726 | 185,194 | 12.35% | $33.58 | 13F |
| TOL | TOLL BROTHERS INC | 0.15% | 473,968 | $59,696,270 | -423,535 | -47.19% | $125.95 | 13F |
| ODD | ODDITY TECH LTD | 0.15% | 1,429,198 | $60,054,900 | 183,152 | 14.7% | $42.02 | 13F |
| IEX | IDEX CORP | 0.14% | 261,961 | $54,825,818 | -15,000 | -5.42% | $209.29 | 13F |
| ILMN | ILLUMINA INC | 0.14% | 407,901 | $54,507,811 | 24,280 | 6.33% | $133.63 | 13F |
| V | VISA INC | 0.14% | 171,506 | $54,202,756 | 5,600 | 3.38% | $316.04 | 13F |
| DHI | D R HORTON INC | 0.13% | 364,394 | $50,949,569 | -282,494 | -43.67% | $139.82 | 13F |
| EXAS | EXACT SCIENCES CORP | 0.13% | 893,000 | $50,177,670 | 265,000 | 42.2% | $56.19 | 13F |
| IBTA | IBOTTA INC | 0.13% | 756,087 | $49,206,142 | -162,456 | -17.69% | $65.08 | 13F |
| LOW | LOWES COS INC | 0.13% | 198,853 | $49,076,920 | -91,254 | -31.46% | $246.8 | 13F |
| MSGS | MADISON SQUARE GRDN SPRT COR | 0.13% | 225,000 | $50,778,000 | | No Change | $225.68 | 13F |
| MASI | MASIMO CORP | 0.13% | 307,144 | $50,770,903 | -40,056 | -11.54% | $165.3 | 13F |
| MRCY | MERCURY SYS INC | 0.13% | 1,201,324 | $50,455,608 | -4,330 | -0.36% | $42 | 13F |
| S | SENTINELONE INC | 0.13% | 2,332,160 | $51,773,952 | 261,186 | 12.61% | $22.2 | 13F |
| TW | TRADEWEB MKTS INC | 0.13% | 390,236 | $51,089,697 | 1,407 | 0.36% | $130.92 | 13F |
| UTZ | UTZ BRANDS INC | 0.13% | 3,250,000 | $50,895,000 | | No Change | $15.66 | 13F |
| WCN | WASTE CONNECTIONS INC | 0.13% | 300,000 | $51,474,000 | -35,000 | -10.45% | $171.58 | 13F |
| ZLAB | ZAI LAB LTD | 0.13% | 1,909,088 | $49,999,015 | 2,568 | 0.13% | $26.19 | 13F |
| CDW | CDW CORP | 0.12% | 278,341 | $48,442,468 | -118,891 | -29.93% | $174.04 | 13F |
| CDNA | CAREDX INC | 0.12% | 2,207,299 | $47,258,272 | 330,627 | 17.62% | $21.41 | 13F |
| LEN | LENNAR CORP | 0.12% | 353,303 | $48,179,930 | -357,720 | -50.31% | $136.37 | 13F |
| SSNC | SS&C TECHNOLOGIES HOLDINGS INC | 0.12% | 602,856 | $45,684,428 | -27,000 | -4.29% | $75.78 | 13F |
| TXRH | TEXAS ROADHOUSE INC | 0.12% | 268,289 | $48,407,384 | -421 | -0.16% | $180.43 | 13F |
| AEIS | ADVANCED ENERGY INDS | 0.11% | 363,714 | $42,056,250 | -149,357 | -29.11% | $115.63 | 13F |
| AVB | AVALONBAY CMNTYS INC | 0.11% | 201,995 | $44,432,840 | 24,384 | 13.73% | $219.97 | 13F |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | 0.11% | 336,753 | $43,340,111 | 21,993 | 6.99% | $128.7 | 13F |
| JBI | JANUS INTERNATIONAL GROUP IN | 0.11% | 5,750,000 | $42,262,500 | | No Change | $7.35 | 13F |
| JD | JD.COM INC | 0.11% | 1,230,151 | $42,649,335 | 421,643 | 52.15% | $34.67 | 13F |
| MEG | MONTROSE ENVIRONMENTAL GROUP | 0.11% | 2,292,630 | $42,528,286 | 1,050,000 | 84.5% | $18.55 | 13F |
| SNOW | SNOWFLAKE INC | 0.11% | 278,391 | $42,986,354 | -15,283 | -5.2% | $154.41 | 13F |
| HEI | HEICO CORP | 0.10% | 162,433 | $38,616,821 | | No Change | $237.74 | 13F |
| ITGR | INTEGER HLDGS CORP | 0.10% | 293,434 | $38,885,874 | 39,057 | 15.35% | $132.52 | 13F |
| LPLA | LPL FINL HLDGS INC | 0.10% | 119,704 | $39,084,553 | 54,256 | 82.9% | $326.51 | 13F |
| MC | MOELIS & CO | 0.10% | 527,186 | $38,948,502 | | No Change | $73.88 | 13F |
| SQ | BLOCK INC | 0.10% | 441,571 | $37,529,119 | -16,180 | -3.53% | $84.99 | 13F |
| VMC | VULCAN MATLS CO | 0.10% | 147,427 | $37,922,647 | -142,066 | -49.07% | $257.23 | 13F |
| AFYA | AFYA LTD | 0.10% | 2,383,701 | $37,853,172 | -142,942 | -5.66% | $15.88 | 13F |
| WIX | WIX COM LTD | 0.10% | 172,041 | $36,911,397 | -18,801 | -9.85% | $214.55 | 13F |
| STVN | STEVANATO GROUP S P A | 0.10% | 1,818,181 | $39,618,164 | 133,000 | 7.89% | $21.79 | 13F |
| TEAM | ATLASSIAN CORPORATION | 0.09% | 136,380 | $33,192,164 | 12,362 | 9.97% | $243.38 | 13F |
| DXCM | DEXCOM INC | 0.09% | 432,500 | $33,635,525 | -132,354 | -23.43% | $77.77 | 13F |
| IRT | INDEPENDENCE RLTY TR INC | 0.09% | 1,711,746 | $33,961,041 | 1,464,400 | 592.05% | $19.84 | 13F |
| TME | TENCENT MUSIC ENTMT GROUP | 0.09% | 3,081,055 | $34,969,974 | -1,870 | -0.06% | $11.35 | 13F |
| VCYT | VERACYTE INC | 0.09% | 879,825 | $34,841,070 | -245,981 | -21.85% | $39.6 | 13F |
| WEX | WEX INC | 0.09% | 203,300 | $35,642,556 | -40,200 | -16.51% | $175.32 | 13F |
| ESTA | ESTABLISHMENT LABS HLDGS INC | 0.09% | 752,886 | $34,685,458 | 263,500 | 53.84% | $46.07 | 13F |
| ASML | ASML HOLDING N V | 0.09% | 53,067 | $36,779,676 | -862 | -1.6% | $693.08 | 13F |
| DUOL | DUOLINGO INC | 0.08% | 91,022 | $29,512,063 | -490 | -0.54% | $324.23 | 13F |
| DT | DYNATRACE INC | 0.08% | 578,184 | $31,424,300 | 6,627 | 1.16% | $54.35 | 13F |
| IOT | SAMSARA INC | 0.08% | 676,568 | $29,559,256 | 9,443 | 1.42% | $43.69 | 13F |
| NU | NU HLDGS LTD | 0.08% | 3,150,690 | $32,641,148 | -559,266 | -15.07% | $10.36 | 13F |
| WTW | WILLIS TOWERS WATSON PUB LTD | 0.08% | 96,358 | $30,183,180 | 1,063 | 1.12% | $313.24 | 13F |
| AMH | AMERICAN HOMES 4 RENT | 0.07% | 709,645 | $26,554,916 | -47,361 | -6.26% | $37.42 | 13F |
| ACLX | ARCELLX INC | 0.07% | 348,333 | $26,713,658 | 5,501 | 1.6% | $76.69 | 13F |
| EXPO | EXPONENT INC | 0.07% | 313,262 | $27,911,644 | | No Change | $89.1 | 13F |
| GFI | GOLD FIELDS LTD | 0.07% | 1,998,319 | $26,377,811 | -20,498 | -1.02% | $13.2 | 13F |
| FWONA | LIBERTY MEDIA CORP DEL | 0.07% | 343,487 | $28,866,647 | 77,311 | 29.05% | $84.04 | 13F |
| LYV | LIVE NATION ENTERTAINMENT IN | 0.07% | 195,000 | $25,252,500 | 195,000 | New | $129.5 | 13F |
| GCMG | GCM GROSVENOR INC | 0.07% | 2,200,000 | $26,994,000 | 450,000 | 25.71% | $12.27 | 13F |
| RDDT | REDDIT INC | 0.07% | 176,346 | $28,821,990 | -44,908 | -20.3% | $163.44 | 13F |
| RPAY | REPAY HLDGS CORP | 0.07% | 3,750,000 | $28,612,500 | -8,000 | -0.21% | $7.63 | 13F |
| TWFG | TWFG INC | 0.07% | 871,661 | $26,847,159 | 142,913 | 19.61% | $30.8 | 13F |
| UNH | UNITEDHEALTH GROUP INC | 0.07% | 54,390 | $27,513,725 | -2,500 | -4.39% | $505.86 | 13F |
| VRNS | VARONIS SYS INC | 0.07% | 608,799 | $27,048,940 | -184,740 | -23.28% | $44.43 | 13F |
| ZS | ZSCALER INC | 0.07% | 143,730 | $25,930,329 | 43,458 | 43.34% | $180.41 | 13F |
| GOOG | ALPHABET INC | 0.06% | 117,772 | $22,428,500 | 4,874 | 4.32% | $190.44 | 13F |
| APO | APOLLO GLOBAL MGMT INC | 0.06% | 135,229 | $22,334,422 | -2,200 | -1.6% | $165.16 | 13F |
| BASE | COUCHBASE INC | 0.06% | 1,399,964 | $21,825,439 | -10,683 | -0.76% | $15.59 | 13F |
| CRWD | CROWDSTRIKE HLDGS INC | 0.06% | 68,504 | $23,439,329 | -64,841 | -48.63% | $342.16 | 13F |
| NPO | ENPRO INC | 0.06% | 140,378 | $24,208,186 | 140,378 | New | $172.45 | 13F |
| HUBS | HUBSPOT INC | 0.06% | 35,957 | $25,053,759 | -1,969 | -5.19% | $696.77 | 13F |
| JEF | JEFFERIES FINL GROUP INC | 0.06% | 279,528 | $21,914,995 | | No Change | $78.4 | 13F |
| BZ | KANZHUN LIMITED | 0.06% | 1,644,401 | $22,692,734 | -551,424 | -25.11% | $13.8 | 13F |
| RGEN | REPLIGEN CORP | 0.06% | 160,227 | $23,063,074 | -6,792 | -4.07% | $143.94 | 13F |
| SPGI | S&P GLOBAL INC | 0.06% | 45,011 | $22,416,828 | -230 | -0.51% | $498.03 | 13F |
| TMO | THERMO FISHER SCIENTIFIC INC | 0.06% | 41,635 | $21,659,776 | | No Change | $520.23 | 13F |
| VRSN | VERISIGN INC | 0.06% | 105,393 | $21,812,135 | -49,345 | -31.89% | $206.96 | 13F |
| CDRO | CODERE ONLINE LUXEMBOURG S A | 0.06% | 3,503,284 | $22,596,183 | | No Change | $6.45 | 13F |
| ABNB | AIRBNB INC | 0.05% | 134,000 | $17,608,940 | | No Change | $131.41 | 13F |
| ALKT | ALKAMI TECHNOLOGY INC | 0.05% | 557,673 | $20,455,446 | -112,454 | -16.78% | $36.68 | 13F |
| GOOGL | ALPHABET INC | 0.05% | 108,440 | $20,527,692 | 20,490 | 23.3% | $189.3 | 13F |
| ANET | ARISTA NETWORKS INC | 0.05% | 168,805 | $18,658,017 | 168,805 | New | $110.53 | 13F |
| DAVA | ENDAVA PLC | 0.05% | 674,261 | $20,834,665 | -177,335 | -20.82% | $30.9 | 13F |
| KKR | KKR & CO INC | 0.05% | 122,810 | $18,164,827 | 4,856 | 4.12% | $147.91 | 13F |
| MCO | MOODYS CORP | 0.05% | 37,741 | $17,865,457 | | No Change | $473.37 | 13F |
| XP | XP INC | 0.05% | 1,739,892 | $20,617,720 | 116,895 | 7.2% | $11.85 | 13F |
| GLOB | GLOBANT S A | 0.05% | 87,179 | $18,692,921 | -6,281 | -6.72% | $214.42 | 13F |
| FROG | JFROG LTD | 0.05% | 725,000 | $21,322,250 | 725,000 | New | $29.41 | 13F |
| BILL | BILL COM HLDGS INC | 0.04% | 193,649 | $16,404,007 | -2,612 | -1.33% | $84.71 | 13F |
| BSX | BOSTON SCIENTIFIC CORP | 0.04% | 159,000 | $14,201,880 | | No Change | $89.32 | 13F |
| DHR | DANAHER CORP DEL | 0.04% | 72,419 | $16,623,781 | | No Change | $229.55 | 13F |
| EPAC | ENERPAC TOOL GROUP CORP | 0.04% | 410,369 | $16,862,062 | | No Change | $41.09 | 13F |
| LLY | ELI LILLY & CO | 0.04% | 20,000 | $15,440,000 | -3,000 | -13.04% | $772 | 13F |
| NOVT | NOVANTA INC | 0.04% | 102,927 | $15,724,158 | -3,528 | -3.31% | $152.77 | 13F |
| SITM | SITIME CORP | 0.04% | 81,261 | $17,432,922 | -51,255 | -38.68% | $214.53 | 13F |
| VKTX | VIKING THERAPEUTICS INC | 0.04% | 385,472 | $15,511,393 | -89,172 | -18.79% | $40.24 | 13F |
| FVRR | FIVERR INTL LTD | 0.04% | 493,032 | $15,643,905 | -50,788 | -9.34% | $31.73 | 13F |
| NVMI | NOVA LTD | 0.04% | 85,652 | $16,869,161 | -27,800 | -24.5% | $196.95 | 13F |
| A | AGILENT TECHNOLOGIES INC | 0.03% | 78,123 | $10,495,044 | -540 | -0.69% | $134.34 | 13F |
| CDNS | CADENCE DESIGN SYSTEM INC | 0.03% | 33,482 | $10,060,002 | -133 | -0.4% | $300.46 | 13F |
| HLLY | HOLLEY INC | 0.03% | 4,000,000 | $12,080,000 | 1,000,000 | 33.33% | $3.02 | 13F |
| INTU | INTUIT | 0.03% | 20,807 | $13,077,199 | -200 | -0.95% | $628.5 | 13F |
| LOAR | LOAR HOLDINGS INC | 0.03% | 136,557 | $10,092,928 | 60,755 | 80.15% | $73.91 | 13F |
| MRVI | MARAVAI LIFESCIENCES HLDGS I | 0.03% | 2,203,651 | $12,009,898 | 80,000 | 3.77% | $5.45 | 13F |
| RH | RH | 0.03% | 32,797 | $12,908,571 | -698 | -2.08% | $393.59 | 13F |
| SGML | SIGMA LITHIUM CORPORATION | 0.03% | 1,206,714 | $13,539,331 | 1,206,714 | New | $11.22 | 13F |
| SPG | SIMON PPTY GROUP INC | 0.03% | 62,834 | $10,820,643 | 36,693 | 140.37% | $172.21 | 13F |
| TEM | TEMPUS AI INC | 0.03% | 390,400 | $13,179,904 | 164,600 | 72.9% | $33.76 | 13F |
| VTR | VENTAS INC | 0.03% | 210,911 | $12,420,549 | 13,490 | 6.83% | $58.89 | 13F |
| AAON | AAON INC | 0.02% | 75,856 | $8,926,734 | -89,103 | -54.02% | $117.68 | 13F |
| ADBE | ADOBE INC | 0.02% | 19,136 | $8,509,396 | | No Change | $444.68 | 13F |
| ADC | AGREE RLTY CORP | 0.02% | 90,840 | $6,399,678 | -4,200 | -4.42% | $70.45 | 13F |
| AZN | ASTRAZENECA PLC | 0.02% | 107,652 | $7,053,359 | -25,592 | -19.21% | $65.52 | 13F |
| BYD | BOYD GAMING CORP | 0.02% | 81,500 | $5,912,010 | -26,463 | -24.51% | $72.54 | 13F |
| BLDR | BUILDERS FIRSTSOURCE INC | 0.02% | 60,173 | $8,600,527 | -127,271 | -67.9% | $142.93 | 13F |
| CME | CME GROUP INC | 0.02% | 26,113 | $6,064,222 | | No Change | $232.23 | 13F |
| COST | COSTCO WHSL CORP | 0.02% | 7,370 | $6,752,910 | | No Change | $916.27 | 13F |
| IRM | IRON MTN INC DEL | 0.02% | 90,138 | $9,474,405 | -68,976 | -43.35% | $105.11 | 13F |
| MBLY | MOBILEYE GLOBAL INC | 0.02% | 383,452 | $7,638,364 | 358,344 | 1427.21% | $19.92 | 13F |
| PK | PARK HOTELS & RESORTS INC | 0.02% | 514,064 | $7,232,880 | 18,311 | 3.69% | $14.07 | 13F |
| SBAC | SBA COMMUNICATIONS CORP | 0.02% | 45,505 | $9,273,919 | -11,374 | -20% | $203.8 | 13F |
| STEP | STEPSTONE GROUP INC | 0.02% | 140,515 | $8,133,008 | -25,188 | -15.2% | $57.88 | 13F |
| SYK | STRYKER CORPORATION | 0.02% | 22,000 | $7,921,100 | | No Change | $360.05 | 13F |
| TXN | TEXAS INSTRS INC | 0.02% | 32,488 | $6,091,825 | | No Change | $187.51 | 13F |
| VRTX | VERTEX PHARMACEUTICALS INC | 0.02% | 18,000 | $7,248,600 | -5,000 | -21.74% | $402.7 | 13F |
| WYNN | WYNN RESORTS LTD | 0.02% | 109,262 | $9,414,014 | 6,746 | 6.58% | $86.16 | 13F |
| ACN | ACCENTURE PLC IRELAND | 0.02% | 25,578 | $8,998,085 | -100 | -0.39% | $351.79 | 13F |
| BRX | BRIXMOR PPTY GROUP INC | 0.01% | 202,319 | $5,632,561 | -52,846 | -20.71% | $27.84 | 13F |
| AHR | AMERICAN HEALTHCARE REIT INC | 0.01% | 188,959 | $5,370,215 | 188,959 | New | $28.42 | 13F |
| HGV | HILTON GRAND VACATIONS INC | 0.01% | 110,200 | $4,292,290 | -6,000 | -5.16% | $38.95 | 13F |
