Holdings
| ADBE ADOBE INC | $1.36B | 8.7% | 5,569,384 | −892,102 | −13.8% | Reduced |
| MSFT MICROSOFT CORP | $1.35B | 8.7% | 13,704,554 | +2,692,288 | +24.4% | Added |
| GOOG ALPHABET INC-CL C | $1.12B | 7.2% | 1,007,682 | +16,954 | +1.7% | Added |
| V VISA INC-CLASS A SHARES | $1.11B | 7.1% | 8,388,030 | +107,444 | +1.3% | Added |
| NKE NIKE INC -CL B | $1.05B | 6.7% | 13,174,844 | +150,415 | +1.2% | Added |
| ADP AUTOMATIC DATA PROCESSING | $958.7M | 6.2% | 7,146,946 | +84,493 | +1.2% | Added |
| ACN ACCENTURE PLC-CL A | $838.3M | 5.4% | 5,124,412 | +75,613 | +1.5% | Added |
| ALGN ALIGN TECHNOLOGY INC | $809.8M | 5.2% | 2,366,768 | −301,609 | −11.3% | Reduced |
| ZTS ZOETIS INC | $791.8M | 5.1% | 9,295,080 | +351,447 | +3.9% | Added |
| ORLY O'REILLY AUTOMOTIVE INC | $775.6M | 5.0% | 2,835,262 | +48,778 | +1.8% | Added |
| META META PLATFORMS INC-CLASS A | $751.8M | 4.8% | 3,868,689 | +52,632 | +1.4% | Added |
| IT GARTNER INC | $729.3M | 4.7% | 5,487,422 | +93,895 | +1.7% | Added |
| ORCL ORACLE CORP | $714.4M | 4.6% | 16,214,494 | −65,998 | −0.4% | Reduced |
| DG DOLLAR GENERAL CORP | $691.4M | 4.4% | 7,012,185 | +255,240 | +3.8% | Added |
| SBUX STARBUCKS CORP | $600.2M | 3.9% | 12,286,385 | +56,588 | +0.5% | Added |
| REGN REGENERON PHARMACEUTICALS | $511.8M | 3.3% | 1,483,634 | +64,493 | +4.5% | Added |
| MA MASTERCARD INC - A | $475.2M | 3.1% | 2,417,823 | +40,770 | +1.7% | Added |
| BKNG BOOKING HOLDINGS INC | $470.7M | 3.0% | 232,221 | +4,202 | +1.8% | Added |
| GOOGL ALPHABET INC-CL A | $390.3M | 2.5% | 345,666 | +3,111 | +0.9% | Added |
| BABA ALIBABA GROUP HOLDING-SP ADR | $9.9M | 0.1% | 53,594 | +4,392 | +8.9% | Added |
| ICLR ICON PLC | $8.6M | 0.1% | 65,218 | +5,291 | +8.8% | Added |
| SAP SAP SE-SPONSORED ADR | $7.2M | 0.0% | 62,332 | +14,304 | +29.8% | Added |
| UNILEVER PLC | $5.6M | 0.0% | 101,652 | −160 | −0.2% | Reduced |
| BIDU BAIDU INC - SPON ADR | $5.5M | 0.0% | 22,723 | +1,870 | +9.0% | Added |
| MDT MEDTRONIC PLC | $4.7M | 0.0% | 55,279 | +4,452 | +8.8% | Added |
| RELX NV | $4.2M | 0.0% | 197,501 | −337 | −0.2% | Reduced |
| IWF ISHARES RUSSELL 1000 GROWTH | $3.5M | 0.0% | 24,438 | −18,332 | −42.9% | Reduced |
| CHKP CHECK POINT SOFTWARE TECH | $3.5M | 0.0% | 35,553 | −17,601 | −33.1% | Reduced |
| NVO NOVO-NORDISK A/S-SPONS ADR | $1.1M | 0.0% | 24,519 | +2,086 | +9.3% | Added |
| POOL POOL CORP | $822K | 0.0% | 5,426 | +591 | +12.2% | Added |
| FOXF FOX FACTORY HOLDING CORP | $685K | 0.0% | 14,722 | +1,601 | +12.2% | Added |
| CMD1EUR CANTEL MEDICAL CORP | $637K | 0.0% | 6,475 | +701 | +12.1% | Added |
| BLKB BLACKBAUD INC | $636K | 0.0% | 6,208 | +678 | +12.3% | Added |
| STMP STAMPS.COM INC | $636K | 0.0% | 2,515 | +270 | +12.0% | Added |
| NUTRI SYS INC NEW | $611K | 0.0% | 15,872 | +6,213 | +64.3% | Added |
| MDSOEUR MEDIDATA SOLUTIONS INC | $597K | 0.0% | 7,413 | +806 | +12.2% | Added |
| OLLI OLLIE'S BARGAIN OUTLET HOLDI | $591K | 0.0% | 8,156 | −3,646 | −30.9% | Reduced |
| LFUS LITTELFUSE INC | $569K | 0.0% | 2,493 | +268 | +12.0% | Added |
| TREX TREX COMPANY INC | $546K | 0.0% | 8,721 | +4,833 | +124.3% | Added |
| LOPE GRAND CANYON EDUCATION INC | $545K | 0.0% | 4,883 | +528 | +12.1% | Added |
| PAYC PAYCOM SOFTWARE INC | $542K | 0.0% | 5,483 | +594 | +12.1% | Added |
| NEOG NEOGEN CORP | $518K | 0.0% | 6,460 | +697 | +12.1% | Added |
| FIVE FIVE BELOW | $497K | 0.0% | 5,086 | +1,208 | +31.2% | Added |
| MPWR MONOLITHIC POWER SYSTEMS INC | $478K | 0.0% | 3,578 | +387 | +12.1% | Added |
| HCSG HEALTHCARE SERVICES GROUP | $449K | 0.0% | 10,390 | +1,125 | +12.1% | Added |
| GLOB GLOBANT SA | $447K | 0.0% | 7,869 | +7,869 | — | New |
| TXRH TEXAS ROADHOUSE INC | $435K | 0.0% | 6,635 | +720 | +12.2% | Added |
| AMN AMN HEALTHCARE SERVICES INC | $424K | 0.0% | 7,241 | +782 | +12.1% | Added |
| ALRM ALARM.COM HOLDINGS INC | $385K | 0.0% | 9,546 | +1,031 | +12.1% | Added |
| MASI* MASIMO CORP | $347K | 0.0% | 3,552 | +384 | +12.1% | Added |
| EXLS EXLSERVICE HOLDINGS INC | $331K | 0.0% | 5,845 | +636 | +12.2% | Added |
| LMAT LEMAITRE VASCULAR INC | $330K | 0.0% | 9,849 | +1,941 | +24.5% | Added |
| EPAM EPAM SYSTEMS INC | $306K | 0.0% | 2,465 | +264 | +12.0% | Added |
| EEFT EURONET WORLDWIDE INC | $295K | 0.0% | 3,523 | +385 | +12.3% | Added |
| CELG CELGENE CORP | $289K | 0.0% | 3,636 | −107 | −2.9% | Reduced |
| MKTX MARKETAXESS HOLDINGS INC | $253K | 0.0% | 1,281 | −571 | −30.8% | Reduced |
| PBH PRESTIGE CONSUMER HEALTHCARE | $253K | 0.0% | 6,591 | +6,591 | — | New |
| TREE LENDINGTREE INC | $228K | 0.0% | 1,067 | +118 | +12.4% | Added |
| WAGE WAGEWORKS INC | $207K | 0.0% | 4,146 | +4,146 | — | New |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.