# EDGAR Filing Document

**Accession Number:** 0001578177
**File Stem:** 0001214659-25-012024
**Filing Date:** 2025-8
**Character Count:** 20413
**Document Hash:** 04597f7a979a21512bcbccbcbc71c700
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001214659-25-012024.hdr.sgml**: 20250814

**ACCESSION NUMBER**: 0001214659-25-012024

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250814

**DATE AS OF CHANGE**: 20250814

**EFFECTIVENESS DATE**: 20250814

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Hood River Capital Management LLC
- **CENTRAL INDEX KEY:** 0001578177

**ORGANIZATION NAME:**
- **EIN:** 461294859
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-15562
- **FILM NUMBER:** 251214025

**BUSINESS ADDRESS:**
- **STREET 1:** 2373 PGA BOULEVARD, SUITE 200
- **CITY:** PALM BEACH GARDENS
- **STATE:** FL
- **ZIP:** 33410
- **BUSINESS PHONE:** 561-484-5699

**MAIL ADDRESS:**
- **STREET 1:** 2373 PGA BOULEVARD, SUITE 200
- **CITY:** PALM BEACH GARDENS
- **STATE:** FL
- **ZIP:** 33410

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Hood River Capital Management LLC<br>**Address:** 2373 PGA BOULEVARD SUITE 200<br>PALM BEACH GARDENS, FL 33410

**Form 13F File Number:** 028-15562

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Robert Schmaltz<br>**Title:** Chief Compliance Officer<br>**Phone:** 952-230-6161

**Signature, Place, and Date of Signing:**

/s/ Robert Schmaltz  Minnetonka, MN  08-05-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 148

**Form 13F Information Table Value Total:** $7161278554

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ACADEMY SPORTS  OUTDOORS IN | COMMON STOCKS | 00402L107 |  | 35074669 | 782742 | SH |  | SOLE |  | 754535 | 0 | 28207 |
| ACI WORLDWIDE INC | COMMON STOCKS | 004498101 |  | 154535126 | 3366045 | SH |  | SOLE |  | 3261768 | 0 | 104277 |
| ALIGNMENT HEALTHCARE INC | COMMON STOCKS | 01625V104 |  | 77242704 | 5517336 | SH |  | SOLE |  | 5318329 | 0 | 199007 |
| AMER SPORTS INC | COMMON STOCKS | G0260P102 |  | 8831466 | 227850 | SH |  | SOLE |  | 227850 | 0 | 0 |
| AMERICAN SUPERCONDUCTOR CORP | COMMON STOCKS | 030111207 |  | 42887161 | 1168906 | SH |  | SOLE |  | 1127071 | 0 | 41835 |
| ANTERO RESOURCES CORP | COMMON STOCKS | 03674X106 |  | 15375118 | 381706 | SH |  | SOLE |  | 381706 | 0 | 0 |
| API GROUP CORP | COMMON STOCKS | 00187Y100 |  | 78811756 | 1543815 | SH |  | SOLE |  | 1498026 | 0 | 45789 |
| APPLIED DIGITAL CORP | COMMON STOCKS | 038169207 |  | 220120442 | 21859031 | SH |  | SOLE |  | 21209527 | 0 | 649504 |
| ATEGRITY SPECIALTY HOLDINGS | COMMON STOCKS | 04681Y103 |  | 527262 | 24501 | SH |  | SOLE |  | 24501 | 0 | 0 |
| ATRICURE INC | COMMON STOCKS | 04963C209 |  | 100310903 | 3061059 | SH |  | SOLE |  | 2967901 | 0 | 93158 |
| AXON ENTERPRISE INC | COMMON STOCKS | 05464C101 |  | 60712012 | 73329 | SH |  | SOLE |  | 71157 | 0 | 2172 |
| AXSOME THERAPEUTICS INC | COMMON STOCKS | 05464T104 |  | 38739547 | 371104 | SH |  | SOLE |  | 360034 | 0 | 11070 |
| BBB FOODS INC-CLASS A | COMMON STOCKS | G0896C103 |  | 9436679 | 339938 | SH |  | SOLE |  | 339938 | 0 | 0 |
| BIOCRYST PHARMACEUTICALS INC | COMMON STOCKS | 09058V103 |  | 11145649 | 1243934 | SH |  | SOLE |  | 1206851 | 0 | 37083 |
| BIT DIGITAL INC | COMMON STOCKS | G1144A105 |  | 5702784 | 2604011 | SH |  | SOLE |  | 2604011 | 0 | 0 |
| BLACKBERRY LTD | COMMON STOCKS | 09228F103 |  | 52441124 | 11450027 | SH |  | SOLE |  | 11055735 | 0 | 394292 |
| BUTTERFLY NETWORK INC | COMMON STOCKS | 124155102 |  | 10254766 | 5127383 | SH |  | SOLE |  | 5127383 | 0 | 0 |
| CADENCE DESIGNS SYSTEMS | COMMON STOCKS | 127387108 |  | 8795217 | 28542 | SH |  | SOLE |  | 28542 | 0 | 0 |
| CALIX INC. | COMMON STOCKS | 13100M509 |  | 12224764 | 229832 | SH |  | SOLE |  | 221680 | 0 | 8152 |
| CAMECO CORP | COMMON STOCKS | 13321L108 |  | 3473519 | 46794 | SH |  | SOLE |  | 46794 | 0 | 0 |
| CAMPING WORLD HOLDINGS INC-A | COMMON STOCKS | 13462K109 |  | 25815375 | 1501767 | SH |  | SOLE |  | 1448579 | 0 | 53188 |
| CAREDX INC | COMMON STOCKS | 14167L103 |  | 34507269 | 1765981 | SH |  | SOLE |  | 1713346 | 0 | 52635 |
| CECO ENVIRONMENTAL CORP | COMMON STOCKS | 125141101 |  | 54970688 | 1941741 | SH |  | SOLE |  | 1871372 | 0 | 70369 |
| CELSIUS HOLDINGS INC | COMMON STOCKS | 15118V207 |  | 60407388 | 1302164 | SH |  | SOLE |  | 1262654 | 0 | 39510 |
| CHART INDUSTRIES INC | COMMON STOCKS | 16115Q308 |  | 41118538 | 249733 | SH |  | SOLE |  | 242834 | 0 | 6899 |
| CIENA CORP | COMMON STOCKS | 171779309 |  | 98902810 | 1216068 | SH |  | SOLE |  | 1180507 | 0 | 35561 |
| CLEAN HARBORS INC | COMMON STOCKS | 184496107 |  | 30449874 | 131715 | SH |  | SOLE |  | 127053 | 0 | 4662 |
| CLEARWATER ANALYTICS HDS-A | COMMON STOCKS | 185123106 |  | 99104609 | 4519134 | SH |  | SOLE |  | 4384420 | 0 | 134714 |
| COMFORT SYSTEMS USA INC | COMMON STOCKS | 199908104 |  | 130505471 | 243385 | SH |  | SOLE |  | 236012 | 0 | 7373 |
| COMMUNITY HEALTH SYSTEMS INC | COMMON STOCKS | 203668108 |  | 2600810 | 764944 | SH |  | SOLE |  | 764944 | 0 | 0 |
| CORNING INC | COMMON STOCKS | 219350105 |  | 8840432 | 168101 | SH |  | SOLE |  | 168101 | 0 | 0 |
| CREDICORP LTD | COMMON STOCKS | G2519Y108 |  | 1341120 | 6000 | SH |  | SOLE |  | 6000 | 0 | 0 |
| CRINETICS PHARMACEUTICALS IN | COMMON STOCKS | 22663K107 |  | 25552397 | 888470 | SH |  | SOLE |  | 860725 | 0 | 27745 |
| CURTISS WRIGHT CORP | COMMON STOCKS | 231561101 |  | 6239761 | 12772 | SH |  | SOLE |  | 12772 | 0 | 0 |
| CUSTOMERS BANCO | COMMON STOCKS | 23204G100 |  | 89462489 | 1523025 | SH |  | SOLE |  | 1472894 | 0 | 50131 |
| CYBERARK SOFTWARE LTD/ISRAEL | COMMON STOCKS | M2682V108 |  | 97393238 | 239366 | SH |  | SOLE |  | 231344 | 0 | 8022 |
| DAVE INC | COMMON STOCKS | 23834J201 |  | 286809237 | 1068549 | SH |  | SOLE |  | 1039671 | 0 | 28878 |
| DENISON MINES CORP | COMMON STOCKS | 248356107 |  | 48405863 | 26596628 | SH |  | SOLE |  | 25631421 | 0 | 965207 |
| DIGITALOCEAN HOLDINGS INC | COMMON STOCKS | 25402D102 |  | 25526842 | 893797 | SH |  | SOLE |  | 866319 | 0 | 27478 |
| DUPONT DE NEMOURS INC | COMMON STOCKS | 26614N102 |  | 7083495 | 103273 | SH |  | SOLE |  | 103273 | 0 | 0 |
| EAGLE MATERIALS INC | COMMON STOCKS | 26969P108 |  | 60808229 | 300867 | SH |  | SOLE |  | 291136 | 0 | 9731 |
| ENOVIS CORP | COMMON STOCKS | 194014502 |  | 54426315 | 1735533 | SH |  | SOLE |  | 1682331 | 0 | 53202 |
| ENSIGN GROUP INC/THE | COMMON STOCKS | 29358P101 |  | 75898388 | 492016 | SH |  | SOLE |  | 475776 | 0 | 16240 |
| ESCO TECHNOLOGIES INC | COMMON STOCKS | 296315104 |  | 58261517 | 303651 | SH |  | SOLE |  | 294702 | 0 | 8949 |
| ESTABLISHMENT LABS HOLDINGS | COMMON STOCKS | G31249108 |  | 2268926 | 53124 | SH |  | SOLE |  | 53124 | 0 | 0 |
| EXLSERVICE HOLDINGS INC | COMMON STOCKS | 302081104 |  | 90523082 | 2067209 | SH |  | SOLE |  | 2004919 | 0 | 62290 |
| EXPAND ENERGY CORP | COMMON STOCKS | 165167735 |  | 7277293 | 62231 | SH |  | SOLE |  | 62231 | 0 | 0 |
| FABRINET | COMMON STOCKS | G3323L100 |  | 77072375 | 261546 | SH |  | SOLE |  | 253022 | 0 | 8524 |
| FIRSTCASH HOLDINGS INC | COMMON STOCKS | 33768G107 |  | 82576621 | 611045 | SH |  | SOLE |  | 592913 | 0 | 18132 |
| FRESHPET INC | COMMON STOCKS | 358039105 |  | 33704898 | 495952 | SH |  | SOLE |  | 480855 | 0 | 15097 |
| FTAI INFRASTRUCTURE LLC | COMMON STOCKS | 35953C106 |  | 36940166 | 5987061 | SH |  | SOLE |  | 5765338 | 0 | 221723 |
| GDS HOLDINGS LTD - ADR | COMMON STOCKS | 36165L108 |  | 773329 | 25297 | SH |  | SOLE |  | 25297 | 0 | 0 |
| GENIUS SPORTS LTD | COMMON STOCKS | G3934V109 |  | 70837863 | 6811333 | SH |  | SOLE |  | 6633948 | 0 | 177385 |
| GFL ENVIRONMENTAL INC-SUB VT | COMMON STOCKS | 36168Q104 |  | 28535130 | 565500 | SH |  | SOLE |  | 565500 | 0 | 0 |
| GORILLA TECHNOLOGY GROUP INC | COMMON STOCKS | G4000K175 |  | 737919 | 37100 | SH |  | SOLE |  | 37100 | 0 | 0 |
| GRANITE CONSTRUCTION INC | COMMON STOCKS | 387328107 |  | 60509666 | 647093 | SH |  | SOLE |  | 623929 | 0 | 23164 |
| GRUPO CIBEST SA-ADR | COMMON STOCKS | 40090E106 |  | 1793835 | 38836 | SH |  | SOLE |  | 38836 | 0 | 0 |
| GUARDANT HEALTH INC | COMMON STOCKS | 40131M109 |  | 12786280 | 245701 | SH |  | SOLE |  | 245701 | 0 | 0 |
| HA SUSTAINABLE INFRASTRUCTURE | COMMON STOCKS | 41068X100 |  | 22486897 | 837189 | SH |  | SOLE |  | 806321 | 0 | 30868 |
| HCI GROUP INC | COMMON STOCKS | 40416E103 |  | 131547373 | 864306 | SH |  | SOLE |  | 833646 | 0 | 30660 |
| HINGE HEALTH INC-A | COMMON STOCKS | 433313103 |  | 25664843 | 495939 | SH |  | SOLE |  | 481084 | 0 | 14855 |
| HIPPO HOLDINGS INC | COMMON STOCKS | 433539202 |  | 13664557 | 489243 | SH |  | SOLE |  | 489243 | 0 | 0 |
| IMMUNOVANT INC | COMMON STOCKS | 45258J102 |  | 1600 | 100 | SH |  | SOLE |  | 100 | 0 | 0 |
| INSMED INC | COMMON STOCKS | 457669307 |  | 90536046 | 899603 | SH |  | SOLE |  | 875254 | 0 | 24349 |
| INTERFACE INC | COMMON STOCKS | 458665304 |  | 34040405 | 1626393 | SH |  | SOLE |  | 1567558 | 0 | 58835 |
| IREN LTD | COMMON STOCKS | Q4982L109 |  | 74227914 | 5094572 | SH |  | SOLE |  | 4947484 | 0 | 147088 |
| JFROG LTD | COMMON STOCKS | M6191J100 |  | 46106603 | 1050743 | SH |  | SOLE |  | 1012159 | 0 | 38584 |
| KARAT PACKAGING INC | COMMON STOCKS | 48563L101 |  | 774400 | 27500 | SH |  | SOLE |  | 27500 | 0 | 0 |
| KARMAN HOLDINGS INC | COMMON STOCKS | 485924104 |  | 36790349 | 730402 | SH |  | SOLE |  | 708858 | 0 | 21544 |
| KASPI KZ JSC | COMMON STOCKS | 48581R205 |  | 7179402 | 84573 | SH |  | SOLE |  | 84573 | 0 | 0 |
| KIRBY CORP | COMMON STOCKS | 497266106 |  | 73783979 | 650595 | SH |  | SOLE |  | 631029 | 0 | 19566 |
| KNIFE RIVER CORP | COMMON STOCKS | 498894104 |  | 42196940 | 516866 | SH |  | SOLE |  | 498546 | 0 | 18320 |
| KORNIT DIGITAL LTD | COMMON STOCKS | M6372Q113 |  | 43454949 | 2182569 | SH |  | SOLE |  | 2106750 | 0 | 75819 |
| KRATOS DEFENSE  SECURITY | COMMON STOCKS | 50077B207 |  | 127990467 | 2755446 | SH |  | SOLE |  | 2671544 | 0 | 83902 |
| KRYSTAL BIOTECH INC | COMMON STOCKS | 501147102 |  | 73269342 | 533023 | SH |  | SOLE |  | 516091 | 0 | 16932 |
| KURA SUSHI USA INC CLASS A | COMMON STOCKS | 501270102 |  | 31560974 | 366647 | SH |  | SOLE |  | 355803 | 0 | 10844 |
| LANDBRIDGE CO LLC-A | COMMON STOCKS | 514952100 |  | 45256839 | 669678 | SH |  | SOLE |  | 667183 | 0 | 2495 |
| LANTHEUS HOLDINGS INC | COMMON STOCKS | 516544103 |  | 33331509 | 407177 | SH |  | SOLE |  | 393506 | 0 | 13671 |
| LATTICE SEMICONDUCTOR CORP | COMMON STOCKS | 518415104 |  | 37225982 | 759869 | SH |  | SOLE |  | 738271 | 0 | 21598 |
| LIFE TIME GROUP HOLDINGS INC | COMMON STOCKS | 53190C102 |  | 100428150 | 3311182 | SH |  | SOLE |  | 3210793 | 0 | 100389 |
| LOVESAC CO/THE | COMMON STOCKS | 54738L109 |  | 18001929 | 989117 | SH |  | SOLE |  | 953039 | 0 | 36078 |
| LUMENTUM HOLDINGS INC | COMMON STOCKS | 55024U109 |  | 209745422 | 2206453 | SH |  | SOLE |  | 2141190 | 0 | 65263 |
| MADRIGAL PHARMACEUTICALS INC | COMMON STOCKS | 558868105 |  | 74067508 | 244738 | SH |  | SOLE |  | 237128 | 0 | 7610 |
| MASTEC INC | COMMON STOCKS | 576323109 |  | 288479362 | 1692656 | SH |  | SOLE |  | 1640573 | 0 | 52083 |
| MIRION TECHNOLOGIES INC | COMMON STOCKS | 60471A101 |  | 31654978 | 1470273 | SH |  | SOLE |  | 1417652 | 0 | 52621 |
| MODINE MANUFACTURING CO | COMMON STOCKS | 607828100 |  | 55599901 | 564466 | SH |  | SOLE |  | 544252 | 0 | 20214 |
| MOONLAKE IMMUNOTHERAPEUTICS | COMMON STOCKS | 61559X104 |  | 31881004 | 675445 | SH |  | SOLE |  | 653954 | 0 | 21491 |
| NANO NUCLEAR ENERGY INC | COMMON STOCKS | 63010H108 |  | 31935188 | 925926 | SH |  | SOLE |  | 925926 | 0 | 0 |
| NATIONAL HEALTHCARE CORP | COMMON STOCKS | 635906100 |  | 4943434 | 46196 | SH |  | SOLE |  | 46196 | 0 | 0 |
| NCINO INC | COMMON STOCKS | 63947X101 |  | 28183271 | 1007625 | SH |  | SOLE |  | 970808 | 0 | 36817 |
| NEUROCRINE BIOSCIENCES INC | COMMON STOCKS | 64125C109 |  | 32369951 | 257538 | SH |  | SOLE |  | 251067 | 0 | 6471 |
| NORTHERN OIL AND GAS INC | COMMON STOCKS | 665531307 |  | 34667656 | 1222845 | SH |  | SOLE |  | 1177936 | 0 | 44909 |
| NRG ENERGY INC | COMMON STOCKS | 629377508 |  | 20141389 | 125429 | SH |  | SOLE |  | 125429 | 0 | 0 |
| ODDITY TECH LTD-CL A | COMMON STOCKS | M7518J104 |  | 54030105 | 715915 | SH |  | SOLE |  | 691168 | 0 | 24747 |
| OKLO INC | COMMON STOCKS | 02156V109 |  | 40918780 | 730823 | SH |  | SOLE |  | 708576 | 0 | 22247 |
| OKTA INC | COMMON STOCKS | 679295105 |  | 8770568 | 87732 | SH |  | SOLE |  | 87732 | 0 | 0 |
| OLLIE'S BARGAIN OUTLET HLDG INC | COMMON STOCKS | 681116109 |  | 163451873 | 1240339 | SH |  | SOLE |  | 1204093 | 0 | 36246 |
| ONDAS HOLDINGS INC | COMMON STOCKS | 68236H204 |  | 14478670 | 7540974 | SH |  | SOLE |  | 7540974 | 0 | 0 |
| OSI SYSTEMS INC | COMMON STOCKS | 671044105 |  | 84785936 | 377061 | SH |  | SOLE |  | 363398 | 0 | 13663 |
| PAGSEGURO DIGITAL LTD-CL A | COMMON STOCKS | G68707101 |  | 549480 | 57000 | SH |  | SOLE |  | 57000 | 0 | 0 |
| PAR TECHNOLOGY CORP/DEL | COMMON STOCKS | 698884103 |  | 25956936 | 374181 | SH |  | SOLE |  | 360540 | 0 | 13641 |
| PARSONS CORP | COMMON STOCKS | 70202L102 |  | 11152627 | 155394 | SH |  | SOLE |  | 155394 | 0 | 0 |
| PRIORITY TECHNOLOGY HOLDINGS | COMMON STOCKS | 74275G107 |  | 7548763 | 970278 | SH |  | SOLE |  | 970278 | 0 | 0 |
| PTC THERAPEUTICS INC | COMMON STOCKS | 69366J200 |  | 31086758 | 636502 | SH |  | SOLE |  | 616503 | 0 | 19999 |
| Q2 HOLDINGS INC | COMMON STOCKS | 74736L109 |  | 58161506 | 621450 | SH |  | SOLE |  | 599265 | 0 | 22185 |
| QXO INC | COMMON STOCKS | 82846H405 |  | 178835742 | 8302495 | SH |  | SOLE |  | 8070629 | 0 | 231866 |
| RADNET INC | COMMON STOCKS | 750491102 |  | 78373151 | 1377142 | SH |  | SOLE |  | 1334258 | 0 | 42884 |
| RAMBUS INC | COMMON STOCKS | 750917106 |  | 61177512 | 955600 | SH |  | SOLE |  | 927643 | 0 | 27957 |
| RED VIOLET INC | COMMON STOCKS | 75704L104 |  | 3235244 | 65757 | SH |  | SOLE |  | 65757 | 0 | 0 |
| REDWIRE CORP | COMMON STOCKS | 75776W103 |  | 36205870 | 2221219 | SH |  | SOLE |  | 2155616 | 0 | 65603 |
| REVOLUTION MEDICINES INC | COMMON STOCKS | 76155X100 |  | 41426276 | 1126020 | SH |  | SOLE |  | 1090103 | 0 | 35917 |
| RHYTHM PHARMACEUTICALS INC | COMMON STOCKS | 76243J105 |  | 34355645 | 543688 | SH |  | SOLE |  | 526944 | 0 | 16744 |
| RUSH STREET INTERACTIVE INC | COMMON STOCKS | 782011100 |  | 10444855 | 700997 | SH |  | SOLE |  | 700997 | 0 | 0 |
| RXO INC | COMMON STOCKS | 74982T103 |  | 10230812 | 650815 | SH |  | SOLE |  | 626776 | 0 | 24039 |
| SCHOLAR ROCK HOLDING CORP | COMMON STOCKS | 80706P103 |  | 69953225 | 1974964 | SH |  | SOLE |  | 1913491 | 0 | 61473 |
| SELECT MEDICAL HOLDINGS CORP | COMMON STOCKS | 81619Q105 |  | 25150558 | 1656822 | SH |  | SOLE |  | 1607706 | 0 | 49116 |
| SEMTECH CORP | COMMON STOCKS | 816850101 |  | 101322643 | 2244631 | SH |  | SOLE |  | 2177377 | 0 | 67254 |
| SENSEONICS HOLDINGS INC | COMMON STOCKS | 81727U105 |  | 3774602 | 7923179 | SH |  | SOLE |  | 7923179 | 0 | 0 |
| SEQUANS COMMUNICATIONS-ADR | COMMON STOCKS | 817323306 |  | 20746344 | 14113159 | SH |  | SOLE |  | 14113159 | 0 | 0 |
| SIGNET JEWELERS LTD | COMMON STOCKS | G81276100 |  | 56537219 | 710713 | SH |  | SOLE |  | 688252 | 0 | 22461 |
| SIMILARWEB LTD | COMMON STOCKS | M84137104 |  | 615017 | 78446 | SH |  | SOLE |  | 78446 | 0 | 0 |
| SITIME CORP | COMMON STOCKS | 82982T106 |  | 103594595 | 486177 | SH |  | SOLE |  | 468634 | 0 | 17543 |
| SLIDE INSURANCE HOLDINGS INC | COMMON STOCKS | 831349105 |  | 31542462 | 1456254 | SH |  | SOLE |  | 1410003 | 0 | 46251 |
| SOFI TECHNOLOGIES INC | COMMON STOCKS | 83406F102 |  | 12421587 | 682130 | SH |  | SOLE |  | 682130 | 0 | 0 |
| SPROUTS FARMERS MARKET INC | COMMON STOCKS | 85208M102 |  | 18232728 | 110743 | SH |  | SOLE |  | 110743 | 0 | 0 |
| STONECO LTD-A | COMMON STOCKS | G85158106 |  | 667264 | 41600 | SH |  | SOLE |  | 41600 | 0 | 0 |
| SYMBOTIC INC | COMMON STOCKS | 87151X101 |  | 16492835 | 424526 | SH |  | SOLE |  | 424526 | 0 | 0 |
| TAKE-TWO INTERACTIVE SOFTWRE | COMMON STOCKS | 874054109 |  | 15894290 | 65449 | SH |  | SOLE |  | 65449 | 0 | 0 |
| TANDEM DIABETES CARE INC | COMMON STOCKS | 875372203 |  | 47811190 | 2564978 | SH |  | SOLE |  | 2482298 | 0 | 82680 |
| TAPESTRY INC | COMMON STOCKS | 876030107 |  | 4353005 | 49573 | SH |  | SOLE |  | 49573 | 0 | 0 |
| TG THERAPEUTICS INC | COMMON STOCKS | 88322Q108 |  | 56414541 | 1567506 | SH |  | SOLE |  | 1513485 | 0 | 54021 |
| TRANSCAT INC | COMMON STOCKS | 893529107 |  | 29220899 | 339936 | SH |  | SOLE |  | 327627 | 0 | 12309 |
| TRANSMEDICS GROUP INC | COMMON STOCKS | 89377M109 |  | 91106296 | 679847 | SH |  | SOLE |  | 659328 | 0 | 20519 |
| TTM TECHNOLOGIES | COMMON STOCKS | 87305R109 |  | 33951749 | 831743 | SH |  | SOLE |  | 802258 | 0 | 29485 |
| TWILIO INC - A | COMMON STOCKS | 90138F102 |  | 16605666 | 133529 | SH |  | SOLE |  | 133529 | 0 | 0 |
| UNITY SOFTWARE INC | COMMON STOCKS | 91332U101 |  | 11023294 | 455508 | SH |  | SOLE |  | 455508 | 0 | 0 |
| UNIVERSAL TECHNICAL INSTITUT | COMMON STOCKS | 913915104 |  | 46794804 | 1380785 | SH |  | SOLE |  | 1331104 | 0 | 49681 |
| VARONIS SYSTEMS INC | COMMON STOCKS | 922280102 |  | 97250550 | 1916267 | SH |  | SOLE |  | 1853283 | 0 | 62984 |
| VERONA PHARMA PLC - ADR | COMMON STOCKS | 925050106 |  | 147778129 | 1562467 | SH |  | SOLE |  | 1514255 | 0 | 48212 |
| VERTIV HOLDINGS LLC | COMMON STOCKS | 92537N108 |  | 8687193 | 67652 | SH |  | SOLE |  | 67652 | 0 | 0 |
| VIKING HOLDINGS LTD | COMMON STOCKS | G93A5A101 |  | 12513984 | 234828 | SH |  | SOLE |  | 234828 | 0 | 0 |
| WAYSTAR HOLDING CORP | COMMON STOCKS | 946784105 |  | 41472996 | 1014754 | SH |  | SOLE |  | 984175 | 0 | 30579 |
| WESBANCO INC | COMMON STOCKS | 950810101 |  | 29869443 | 944339 | SH |  | SOLE |  | 910776 | 0 | 33563 |
| WESTERN ALLIANCE BANCORP | COMMON STOCKS | 957638109 |  | 45442611 | 582747 | SH |  | SOLE |  | 564549 | 0 | 18198 |
| WILLIAMS SONOMA INC | COMMON STOCKS | 969904101 |  | 8267829 | 50608 | SH |  | SOLE |  | 50608 | 0 | 0 |
| XOMETRY INC-A | COMMON STOCKS | 98423F109 |  | 13679983 | 404853 | SH |  | SOLE |  | 404853 | 0 | 0 |
| XPO INC | COMMON STOCKS | 983793100 |  | 127378746 | 1008621 | SH |  | SOLE |  | 978346 | 0 | 30275 |
| ZOOMINFO TECHNOLOGIES INC | COMMON STOCKS | 98980F104 |  | 28930449 | 2858740 | SH |  | SOLE |  | 2756461 | 0 | 102279 |

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