# EDGAR Filing Document

**Accession Number:** 0001466153
**File Stem:** 0000950123-23-001361
**Filing Date:** 2023-2
**Character Count:** 37181
**Document Hash:** 464a5426adb9965528483238ade75657
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000950123-23-001361.hdr.sgml**: 20230210

**ACCESSION NUMBER**: 0000950123-23-001361

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230210

**DATE AS OF CHANGE**: 20230210

**EFFECTIVENESS DATE**: 20230210

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Artisan Partners Limited Partnership
- **CENTRAL INDEX KEY:** 0001466153
- **IRS NUMBER:** 300551775
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-13578
- **FILM NUMBER:** 23608472

**BUSINESS ADDRESS:**
- **STREET 1:** 875 E WISCONSIN AVE
- **STREET 2:** STE 800
- **CITY:** MILWAUKEE
- **STATE:** WI
- **ZIP:** 53202
- **BUSINESS PHONE:** (414) 390-6100

**MAIL ADDRESS:**
- **STREET 1:** 875 E WISCONSIN AVE
- **STREET 2:** STE 800
- **CITY:** MILWAUKEE
- **STATE:** WI
- **ZIP:** 53202

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**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:** Artisan Partners Limited Partnership<br>**Address:** 875 E Wisconsin Ave<br>Ste 800<br>Milwaukee, WI 53202

**Form 13F File Number:** 028-13578

**CRD Number (if applicable):** 000150114

**SEC File Number (if applicable):** 801-70101

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:** Gregory K. Ramirez<br>**Title:** Vice President<br>**Phone:** 414-390-6100

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

/s/ Gregory K. Ramirez  Milwaukee, WI  02-10-2023<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:** 320

**Form 13F Information Table Value Total:** $56562832351

      (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 |
| ADVANCE AUTO PARTS INC | COM | 00751Y106 |  | 161066219 | 1095465 | SH |  | SOLE |  | 993600 | 0 | 101865 |
| ADVANCED DRAIN SYS INC DEL | COM | 00790R104 |  | 66107166 | 806480 | SH |  | SOLE |  | 727161 | 0 | 79319 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 937874587 | 14480077 | SH |  | SOLE |  | 12324201 | 0 | 2155876 |
| AGILENT TECHNOLOGIES INC | COM | 00846U101 |  | 283203497 | 1892439 | SH |  | SOLE |  | 1793236 | 0 | 99203 |
| AGILYSYS INC | COM | 00847J105 |  | 91314264 | 1153832 | SH |  | SOLE |  | 955109 | 0 | 198723 |
| AIR LEASE CORP | CL A | 00912X302 |  | 106082538 | 2761128 | SH |  | SOLE |  | 2481364 | 0 | 279764 |
| AIR PRODS  CHEMS INC | COM | 009158106 |  | 55208133 | 179096 | SH |  | SOLE |  | 169788 | 0 | 9308 |
| AIRBNB INC | COM CL A | 009066101 |  | 486528516 | 5690392 | SH |  | SOLE |  | 5235796 | 0 | 454596 |
| AKERO THERAPEUTICS INC | COM | 00973Y108 |  | 13067882 | 238465 | SH |  | SOLE |  | 197187 | 0 | 41278 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 |  | 388354895 | 4408615 | SH |  | SOLE |  | 3545219 | 0 | 863396 |
| ALIGN TECHNOLOGY INC | COM | 016255101 |  | 69988430 | 331856 | SH |  | SOLE |  | 331856 | 0 | 0 |
| ALKERMES PLC | SHS | G01767105 |  | 50176577 | 1920267 | SH |  | SOLE |  | 1592984 | 0 | 327283 |
| ALLEGRO MICROSYSTEMS INC | COM | 01749D105 |  | 53712835 | 1789235 | SH |  | SOLE |  | 1470056 | 0 | 319179 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 1232504281 | 13969220 | SH |  | SOLE |  | 12280152 | 0 | 1689068 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 125399092 | 1413266 | SH |  | SOLE |  | 1413266 | 0 | 0 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 83552806 | 1827889 | SH |  | SOLE |  | 1827889 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 362538120 | 4315930 | SH |  | SOLE |  | 3627330 | 0 | 688600 |
| AMAZON COM INC | COM | 023135106 |  | 38480400 | 458100 | SH | Call | SOLE |  | 0 | 0 | 0 |
| AMBARELLA INC | SHS | G037AX101 |  | 21083690 | 256399 | SH |  | SOLE |  | 215549 | 0 | 40850 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 667849651 | 4520133 | SH |  | SOLE |  | 4089700 | 0 | 430433 |
| AMERICAN TOWER CORP NEW | COM | 03027X100 |  | 200673368 | 947198 | SH |  | SOLE |  | 897681 | 0 | 49517 |
| AMERISOURCEBERGEN CORP | COM | 03073E105 |  | 43159004 | 260449 | SH |  | SOLE |  | 202156 | 0 | 58293 |
| ANALOG DEVICES INC | COM | 032654105 |  | 111128685 | 677490 | SH |  | SOLE |  | 525837 | 0 | 151653 |
| AON PLC | SHS CL A | G0403H108 |  | 413751994 | 1378530 | SH |  | SOLE |  | 1102871 | 0 | 275659 |
| APTIV PLC | SHS | G6095L109 |  | 253595411 | 2723026 | SH |  | SOLE |  | 2400241 | 0 | 322785 |
| ARAMARK | COM | 03852U106 |  | 10975853 | 265502 | SH |  | SOLE |  | 265502 | 0 | 0 |
| ARCH CAP GROUP LTD | ORD | G0450A105 |  | 1954645004 | 31134836 | SH |  | SOLE |  | 30011241 | 0 | 1123595 |
| ARGENX SE | SPONSORED ADR | 04016X101 |  | 990797664 | 2615415 | SH |  | SOLE |  | 2226549 | 0 | 388866 |
| ARISTA NETWORKS INC | COM | 040413106 |  | 534359143 | 4403454 | SH |  | SOLE |  | 3867942 | 0 | 535512 |
| ASCENDIS PHARMA A/S | SPONSORED ADR | 04351P101 |  | 845183078 | 6920356 | SH |  | SOLE |  | 5953869 | 0 | 966487 |
| ASML HOLDING N V | N Y REGISTRY | N07059210 |  | 103249930 | 188964 | SH |  | SOLE |  | 188964 | 0 | 0 |
| ASTRAZENECA PLC | SPONSORED ADR | 046353108 |  | 150994465 | 2227057 | SH |  | SOLE |  | 1800429 | 0 | 426628 |
| ATLASSIAN CORPORATION | CL A | 049468101 |  | 707739228 | 5499994 | SH |  | SOLE |  | 4843338 | 0 | 656656 |
| AUTONATION INC | COM | 05329W102 |  | 109533128 | 1020812 | SH |  | SOLE |  | 887446 | 0 | 133366 |
| AVID BIOSERVICES INC | COM | 05368M106 |  | 15480978 | 1124254 | SH |  | SOLE |  | 923494 | 0 | 200760 |
| AVIDITY BIOSCIENCES INC | COM | 05370A108 |  | 28868657 | 1300976 | SH |  | SOLE |  | 1075163 | 0 | 225813 |
| AXALTA COATING SYS LTD | COM | G0750C108 |  | 20427704 | 802030 | SH |  | SOLE |  | 802030 | 0 | 0 |
| AZENTA INC | COM | 114340102 |  | 40079114 | 688408 | SH |  | SOLE |  | 565639 | 0 | 122769 |
| BAKER HUGHES COMPANY | CL A | 05722G100 |  | 6531947 | 221197 | SH |  | SOLE |  | 221197 | 0 | 0 |
| BANK AMERICA CORP | COM | 060505104 |  | 70848913 | 2139158 | SH |  | SOLE |  | 2139158 | 0 | 0 |
| BANK HAWAII CORP | COM | 062540109 |  | 213523 | 2753 | SH |  | SOLE |  | 2753 | 0 | 0 |
| BANK NEW YORK MELLON CORP | COM | 064058100 |  | 970976514 | 21330767 | SH |  | SOLE |  | 19292845 | 0 | 2037922 |
| BAOZUN INC | SPONSORED ADR | 06684L103 |  | 1136675 | 214467 | SH |  | SOLE |  | 134216 | 0 | 80251 |
| BEIGENE LTD | SPONSORED ADR | 07725L102 |  | 2900129 | 13186 | SH |  | SOLE |  | 13186 | 0 | 0 |
| BENTLEY SYS INC | COM CL B | 08265T208 |  | 144255065 | 3903005 | SH |  | SOLE |  | 3373806 | 0 | 529199 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 916322196 | 2966404 | SH |  | SOLE |  | 2784193 | 0 | 182211 |
| BILIBILI INC | SPONS ADS REP | 090040106 |  | 86749155 | 3661847 | SH |  | SOLE |  | 3661847 | 0 | 0 |
| BILL COM HLDGS INC | COM | 090043100 |  | 167974588 | 1541617 | SH |  | SOLE |  | 1404520 | 0 | 137097 |
| BIOCRYST PHARMACEUTICALS INC | COM | 09058V103 |  | 33044342 | 2878427 | SH |  | SOLE |  | 2392610 | 0 | 485817 |
| BIONTECH SE | SPONSORED ADS | 09075V102 |  | 361534474 | 2406700 | SH |  | SOLE |  | 2141715 | 0 | 264985 |
| BLACKLINE INC | COM | 09239B109 |  | 117459003 | 1746083 | SH |  | SOLE |  | 1433284 | 0 | 312799 |
| BLACKSTONE INC | COM | 09260D107 |  | 47185434 | 636008 | SH |  | SOLE |  | 636008 | 0 | 0 |
| BLOCK H  R INC | COM | 093671105 |  | 41449547 | 1135293 | SH |  | SOLE |  | 881495 | 0 | 253798 |
| BOOKING HOLDINGS INC | COM | 09857L108 |  | 117134119 | 58123 | SH |  | SOLE |  | 58123 | 0 | 0 |
| BORGWARNER INC | COM | 099724106 |  | 55616122 | 1381767 | SH |  | SOLE |  | 1072096 | 0 | 309671 |
| BOSTON SCIENTIFIC CORP | COM | 101137107 |  | 902288089 | 19500499 | SH |  | SOLE |  | 16051702 | 0 | 3448797 |
| CABLE ONE INC | NOTE 3/1 | 12685JAE5 |  | 62840 | 80000 | SH |  | SOLE |  | 0 | 0 | 0 |
| CABLE ONE INC | NOTE 1.125% 3/1 | 12685JAG0 |  | 57466 | 77000 | SH |  | SOLE |  | 0 | 0 | 0 |
| CABLE ONE INC | COM | 12685J105 |  | 64178450 | 90156 | SH |  | SOLE |  | 69223 | 0 | 20933 |
| CAE INC | COM | 124765108 |  | 160992442 | 8323525 | SH |  | SOLE |  | 6738182 | 0 | 1585343 |
| CANADIAN NATL RY CO | COM | 136375102 |  | 220408294 | 1855464 | SH |  | SOLE |  | 1485104 | 0 | 370360 |
| CANADIAN PAC RY LTD | COM | 13645T100 |  | 741868050 | 9948708 | SH |  | SOLE |  | 8519185 | 0 | 1429523 |
| CARLYLE GROUP INC | COM | 14316J108 |  | 36415900 | 1220372 | SH |  | SOLE |  | 947855 | 0 | 272517 |
| CARRIER GLOBAL CORPORATION | COM | 14448C104 |  | 7755908 | 188022 | SH |  | SOLE |  | 188022 | 0 | 0 |
| CATALENT INC | COM | 148806102 |  | 352982283 | 7842308 | SH |  | SOLE |  | 6965382 | 0 | 876926 |
| CELANESE CORP DEL | COM | 150870103 |  | 36331495 | 355355 | SH |  | SOLE |  | 275332 | 0 | 80023 |
| CENTENE CORP DEL | COM | 15135B101 |  | 66017312 | 804991 | SH |  | SOLE |  | 624424 | 0 | 180567 |
| CERIDIAN HCM HLDG INC | COM | 15677J108 |  | 140885653 | 2196191 | SH |  | SOLE |  | 1898351 | 0 | 297840 |
| CHARLES RIV LABS INTL INC | COM | 159864107 |  | 3324718 | 15258 | SH |  | SOLE |  | 15258 | 0 | 0 |
| CHART INDS INC | COM | 16115Q308 |  | 15362233 | 133318 | SH |  | SOLE |  | 110650 | 0 | 22668 |
| CHECK POINT SOFTWARE TECH LT | ORD | M22465104 |  | 46090285 | 365332 | SH |  | SOLE |  | 365332 | 0 | 0 |
| CHEGG INC | COM | 163092109 |  | 64786645 | 2563777 | SH |  | SOLE |  | 2081949 | 0 | 481828 |
| CHENIERE ENERGY INC | COM NEW | 16411R208 |  | 18308167 | 122087 | SH |  | SOLE |  | 115724 | 0 | 6363 |
| CHESAPEAKE ENERGY CORP | COM | 165167735 |  | 5622848 | 59583 | SH |  | SOLE |  | 59583 | 0 | 0 |
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 |  | 703779328 | 507232 | SH |  | SOLE |  | 454010 | 0 | 53222 |
| CIGNA CORP NEW | COM | 125523100 |  | 77518650 | 233955 | SH |  | SOLE |  | 233955 | 0 | 0 |
| CITIGROUP INC | COM NEW | 172967424 |  | 671861482 | 14854333 | SH |  | SOLE |  | 13438084 | 0 | 1416249 |
| CLEARWATER ANALYTICS HLDGS I | CL A | 185123106 |  | 18857494 | 1005733 | SH |  | SOLE |  | 836214 | 0 | 169519 |
| CME GROUP INC | COM | 12572Q105 |  | 63112130 | 375310 | SH |  | SOLE |  | 375310 | 0 | 0 |
| CNH INDL N V | SHS | N20944109 |  | 157346886 | 9797440 | SH |  | SOLE |  | 9277074 | 0 | 520366 |
| COCA COLA CO | COM | 191216100 |  | 210804 | 3314 | SH |  | SOLE |  | 3314 | 0 | 0 |
| COMCAST CORP NEW | CL A | 20030N101 |  | 104048199 | 2975356 | SH |  | SOLE |  | 2975356 | 0 | 0 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 |  | 71470590 | 829029 | SH |  | SOLE |  | 785703 | 0 | 43326 |
| COOPER COS INC | COM NEW | 216648402 |  | 110157420 | 333134 | SH |  | SOLE |  | 293792 | 0 | 39342 |
| CORTEVA INC | COM | 22052L104 |  | 37967707 | 645929 | SH |  | SOLE |  | 501358 | 0 | 144571 |
| COSTAR GROUP INC | COM | 22160N109 |  | 297437969 | 3848835 | SH |  | SOLE |  | 3480507 | 0 | 368328 |
| CREDICORP LTD | COM | G2519Y108 |  | 11168888 | 82330 | SH |  | SOLE |  | 50235 | 0 | 32095 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 |  | 168982343 | 1604923 | SH |  | SOLE |  | 1604923 | 0 | 0 |
| CYBERARK SOFTWARE LTD | SHS | M2682V108 |  | 107571901 | 829710 | SH |  | SOLE |  | 685315 | 0 | 144395 |
| DANAHER CORPORATION | COM | 235851102 |  | 544595922 | 2051827 | SH |  | SOLE |  | 1749123 | 0 | 302704 |
| DARLING INGREDIENTS INC | COM | 237266101 |  | 7922580 | 126579 | SH |  | SOLE |  | 126579 | 0 | 0 |
| DATADOG INC | CL A COM | 23804L103 |  | 150348807 | 2045562 | SH |  | SOLE |  | 1921517 | 0 | 124045 |
| DENALI THERAPEUTICS INC | COM | 24823R105 |  | 12116066 | 435673 | SH |  | SOLE |  | 359365 | 0 | 76308 |
| DENTSPLY SIRONA INC | COM | 24906P109 |  | 432459923 | 13582284 | SH |  | SOLE |  | 12080391 | 0 | 1501893 |
| DESCARTES SYS GROUP INC | COM | 249906108 |  | 65531687 | 940035 | SH |  | SOLE |  | 781635 | 0 | 158400 |
| DESPEGAR COM CORP | ORD SHS | G27358103 |  | 8531113 | 1662985 | SH |  | SOLE |  | 1226434 | 0 | 436551 |
| DEXCOM INC | COM | 252131107 |  | 256777135 | 2267548 | SH |  | SOLE |  | 2149692 | 0 | 117856 |
| DISNEY WALT CO | COM | 254687106 |  | 60969604 | 701768 | SH |  | SOLE |  | 701768 | 0 | 0 |
| DOLLAR TREE INC | COM | 256746108 |  | 63131885 | 446351 | SH |  | SOLE |  | 422217 | 0 | 24134 |
| DOUBLEVERIFY HLDGS INC | COM | 25862V105 |  | 50887447 | 2317279 | SH |  | SOLE |  | 1923381 | 0 | 393898 |
| ELECTRONIC ARTS INC | COM | 285512109 |  | 117262622 | 959753 | SH |  | SOLE |  | 863174 | 0 | 96579 |
| ELEVANCE HEALTH INC | COM | 036752103 |  | 1234792145 | 2407143 | SH |  | SOLE |  | 2191620 | 0 | 215523 |
| ENVISTA HOLDINGS CORPORATION | COM | 29415F104 |  | 204002894 | 6058892 | SH |  | SOLE |  | 5419567 | 0 | 639325 |
| EOG RES INC | COM | 26875P101 |  | 121472793 | 937869 | SH |  | SOLE |  | 937869 | 0 | 0 |
| ESTABLISHMENT LABS HLDGS INC | COM | G31249108 |  | 18743863 | 285512 | SH |  | SOLE |  | 237509 | 0 | 48003 |
| ETSY INC | COM | 29786A106 |  | 159970263 | 1335534 | SH |  | SOLE |  | 1230544 | 0 | 104990 |
| EVENTBRITE INC | COM CL A | 29975E109 |  | 18186135 | 3103436 | SH |  | SOLE |  | 2553498 | 0 | 549938 |
| EXACT SCIENCES CORP | COM | 30063P105 |  | 107490814 | 2171093 | SH |  | SOLE |  | 1991082 | 0 | 180011 |
| EXPEDIA GROUP INC | COM NEW | 30212P303 |  | 436698614 | 4985144 | SH |  | SOLE |  | 4428575 | 0 | 556569 |
| EXPEDITORS INTL WASH INC | COM | 302130109 |  | 54849184 | 527802 | SH |  | SOLE |  | 409508 | 0 | 118294 |
| FABRINET | SHS | G3323L100 |  | 110582441 | 862443 | SH |  | SOLE |  | 715831 | 0 | 146612 |
| FEDEX CORP | COM | 31428X106 |  | 96162718 | 555212 | SH |  | SOLE |  | 555212 | 0 | 0 |
| FIRST CTZNS BANCSHARES INC N | CL A | 31946M103 |  | 66709896 | 87966 | SH |  | SOLE |  | 68236 | 0 | 19730 |
| FIRST REP BK SAN FRANCISCO C | COM | 33616C100 |  | 174424712 | 1431001 | SH |  | SOLE |  | 1295035 | 0 | 135966 |
| FISERV INC | COM | 337738108 |  | 68847974 | 681191 | SH |  | SOLE |  | 681191 | 0 | 0 |
| FIVE BELOW INC | COM | 33829M101 |  | 181355777 | 1025362 | SH |  | SOLE |  | 913987 | 0 | 111375 |
| FLOOR  DECOR HLDGS INC | CL A | 339750101 |  | 50248489 | 721650 | SH |  | SOLE |  | 592390 | 0 | 129260 |
| FORTIVE CORP | COM | 34959J108 |  | 169070341 | 2631445 | SH |  | SOLE |  | 2493977 | 0 | 137468 |
| FRESHPET INC | COM | 358039105 |  | 18186336 | 344634 | SH |  | SOLE |  | 283929 | 0 | 60705 |
| FRESHWORKS INC | CLASS A COM | 358054104 |  | 20435912 | 1389253 | SH |  | SOLE |  | 1143092 | 0 | 246161 |
| GALLAGHER ARTHUR J  CO | COM | 363576109 |  | 53068731 | 281472 | SH |  | SOLE |  | 267226 | 0 | 14246 |
| GARMIN LTD | SHS | H2906T109 |  | 621493135 | 6734133 | SH |  | SOLE |  | 6547931 | 0 | 186202 |
| GCM GROSVENOR INC | COM CL A | 36831E108 |  | 137033 | 18007 | SH |  | SOLE |  | 18007 | 0 | 0 |
| GENMAB A/S | SPONSORED ADS | 372303206 |  | 20420930 | 481853 | SH |  | SOLE |  | 417351 | 0 | 64502 |
| GENTEX CORP | COM | 371901109 |  | 56768259 | 2081711 | SH |  | SOLE |  | 1612928 | 0 | 468783 |
| GITLAB INC | CLASS A COM | 37637K108 |  | 15111617 | 332562 | SH |  | SOLE |  | 279547 | 0 | 53015 |
| GLAUKOS CORP | COM | 377322102 |  | 83191574 | 1904569 | SH |  | SOLE |  | 1580810 | 0 | 323759 |
| GLOBAL E ONLINE LTD | SHS | M5216V106 |  | 81359536 | 3941838 | SH |  | SOLE |  | 3644014 | 0 | 297824 |
| GLOBAL PMTS INC | COM | 37940X102 |  | 393180567 | 3958725 | SH |  | SOLE |  | 3635676 | 0 | 323049 |
| GLOBANT S A | COM | L44385109 |  | 8555476 | 50877 | SH |  | SOLE |  | 31355 | 0 | 19522 |
| GLOBE LIFE INC | COM | 37959E102 |  | 98944426 | 820775 | SH |  | SOLE |  | 635944 | 0 | 184831 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 76958326 | 224120 | SH |  | SOLE |  | 224120 | 0 | 0 |
| GRAB HOLDINGS LIMITED | CLASS A ORD | G4124C109 |  | 38594366 | 11985828 | SH |  | SOLE |  | 11985828 | 0 | 0 |
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 |  | 88102059 | 1408281 | SH |  | SOLE |  | 1070107 | 0 | 338174 |
| HALOZYME THERAPEUTICS INC | COM | 40637H109 |  | 406320226 | 7140953 | SH |  | SOLE |  | 6609540 | 0 | 531413 |
| HARLEY DAVIDSON INC | COM | 412822108 |  | 15392125 | 370003 | SH |  | SOLE |  | 370003 | 0 | 0 |
| HDFC BANK LTD | SPONSORED ADS | 40415F101 |  | 108152242 | 1580942 | SH |  | SOLE |  | 1580942 | 0 | 0 |
| HUBSPOT INC | COM | 443573100 |  | 482621000 | 1669218 | SH |  | SOLE |  | 1515690 | 0 | 153528 |
| IAC INC | COM NEW | 44891N208 |  | 48896921 | 1101282 | SH |  | SOLE |  | 854819 | 0 | 246463 |
| ICICI BANK LIMITED | ADR | 45104G104 |  | 9652702 | 440964 | SH |  | SOLE |  | 82850 | 0 | 358114 |
| ICON PLC | SHS | G4705A100 |  | 59040345 | 303940 | SH |  | SOLE |  | 241885 | 0 | 62055 |
| IMPERIAL OIL LTD | COM NEW | 453038408 |  | 218066841 | 4477066 | SH |  | SOLE |  | 4087409 | 0 | 389657 |
| INFOSYS LTD | SPONSORED ADR | 456788108 |  | 730197 | 40544 | SH |  | SOLE |  | 40544 | 0 | 0 |
| INGERSOLL RAND INC | COM | 45687V106 |  | 815705368 | 15611586 | SH |  | SOLE |  | 13635120 | 0 | 1976466 |
| INSPIRE MED SYS INC | COM | 457730109 |  | 28557903 | 113379 | SH |  | SOLE |  | 93847 | 0 | 19532 |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 |  | 9948255 | 96971 | SH |  | SOLE |  | 96971 | 0 | 0 |
| INTUIT | COM | 461202103 |  | 120492392 | 309574 | SH |  | SOLE |  | 266827 | 0 | 42747 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 |  | 57802252 | 217834 | SH |  | SOLE |  | 206623 | 0 | 11211 |
| IOVANCE BIOTHERAPEUTICS INC | COM | 462260100 |  | 17481328 | 2735732 | SH |  | SOLE |  | 2250724 | 0 | 485008 |
| IRHYTHM TECHNOLOGIES INC | COM | 450056106 |  | 130739528 | 1395746 | SH |  | SOLE |  | 1178900 | 0 | 216846 |
| ISHARES TR | INDIA 50 ETF | 464289529 |  | 858512 | 20291 | SH |  | SOLE |  | 20291 | 0 | 0 |
| JOHN BEAN TECHNOLOGIES CORP | COM | 477839104 |  | 8164628 | 89397 | SH |  | SOLE |  | 74481 | 0 | 14916 |
| JONES LANG LASALLE INC | COM | 48020Q107 |  | 37635066 | 236149 | SH |  | SOLE |  | 182970 | 0 | 53179 |
| KANZHUN LIMITED | SPONSORED ADS | 48553T106 |  | 39677786 | 1947854 | SH |  | SOLE |  | 1947854 | 0 | 0 |
| KE HLDGS INC | SPONSORED ADS | 482497104 |  | 93667189 | 6709684 | SH |  | SOLE |  | 6709684 | 0 | 0 |
| KINGSOFT CLOUD HLDGS LTD | ADS | 49639K101 |  | 2690472 | 702473 | SH |  | SOLE |  | 430608 | 0 | 271865 |
| KORNIT DIGITAL LTD | SHS | M6372Q113 |  | 100998056 | 4396955 | SH |  | SOLE |  | 3645384 | 0 | 751571 |
| KROGER CO | COM | 501044101 |  | 58167761 | 1304795 | SH |  | SOLE |  | 1010966 | 0 | 293829 |
| LAM RESEARCH CORP | COM | 512807108 |  | 407068536 | 968519 | SH |  | SOLE |  | 874998 | 0 | 93521 |
| LAMAR ADVERTISING CO NEW | CL A | 512816109 |  | 76972438 | 815386 | SH |  | SOLE |  | 632564 | 0 | 182822 |
| LANTHEUS HLDGS INC | COM | 516544103 |  | 21751868 | 426842 | SH |  | SOLE |  | 354319 | 0 | 72523 |
| LATTICE SEMICONDUCTOR CORP | COM | 518415104 |  | 638435939 | 9840258 | SH |  | SOLE |  | 8810049 | 0 | 1030209 |
| LAUDER ESTEE COS INC | CL A | 518439104 |  | 140503949 | 566297 | SH |  | SOLE |  | 535251 | 0 | 31046 |
| LAUDER ESTEE COS INC | CL A | 518439104 |  | 139685930 | 563000 | SH | Call | SOLE |  | 0 | 0 | 0 |
| LEGEND BIOTECH CORP | SPONSORED ADS | 52490G102 |  | 53190908 | 1065523 | SH |  | SOLE |  | 884385 | 0 | 181138 |
| LESLIES INC | COM | 527064109 |  | 25849828 | 2117103 | SH |  | SOLE |  | 1747646 | 0 | 369457 |
| LIBERTY BROADBAND CORP | COM SER C | 530307305 |  | 13922860 | 182547 | SH |  | SOLE |  | 141432 | 0 | 41115 |
| LIBERTY GLOBAL PLC | SHS CL A | G5480U104 |  | 241543544 | 12759828 | SH |  | SOLE |  | 12421494 | 0 | 338334 |
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 |  | 162075287 | 8341497 | SH |  | SOLE |  | 8097860 | 0 | 243637 |
| LIBERTY MEDIA CORP DEL | COM A SIRIUSXM | 531229409 |  | 26616447 | 677091 | SH |  | SOLE |  | 524616 | 0 | 152475 |
| LIBERTY MEDIA CORP DEL | COM C SIRIUSXM | 531229607 |  | 26336016 | 673039 | SH |  | SOLE |  | 521476 | 0 | 151563 |
| LIGHTSPEED COMMERCE INC | SUB VTG SHS | 53229C107 |  | 46521273 | 3255287 | SH |  | SOLE |  | 2685787 | 0 | 569500 |
| LILLY ELI  CO | COM | 532457108 |  | 61012966 | 166775 | SH |  | SOLE |  | 158098 | 0 | 8677 |
| LINDE PLC | SHS | G5494J103 |  | 24039466 | 73700 | SH |  | SOLE |  | 69873 | 0 | 3827 |
| LIVE OAK BANCSHARES INC | COM | 53803X105 |  | 23035171 | 762754 | SH |  | SOLE |  | 626541 | 0 | 136213 |
| LOMA NEGRA C I A S A MTN 14 | SPONSORED ADS | 54150E104 |  | 4825366 | 704433 | SH |  | SOLE |  | 433493 | 0 | 270940 |
| LOWES COS INC | COM | 548661107 |  | 238817432 | 1198642 | SH |  | SOLE |  | 1024285 | 0 | 174357 |
| LPL FINL HLDGS INC | COM | 50212V100 |  | 115316535 | 533453 | SH |  | SOLE |  | 505374 | 0 | 28079 |
| LULULEMON ATHLETICA INC | COM | 550021109 |  | 618471804 | 1930432 | SH |  | SOLE |  | 1699936 | 0 | 230496 |
| LUXFER HLDGS PLC | SHS | G5698W116 |  | 1115299 | 81290 | SH |  | SOLE |  | 81290 | 0 | 0 |
| M  T BK CORP | COM | 55261F104 |  | 46670734 | 321734 | SH |  | SOLE |  | 249282 | 0 | 72452 |
| MACOM TECH SOLUTIONS HLDGS I | COM | 55405Y100 |  | 34463097 | 547207 | SH |  | SOLE |  | 397653 | 0 | 149554 |
| MADRIGAL PHARMACEUTICALS INC | COM | 558868105 |  | 61617173 | 212290 | SH |  | SOLE |  | 177399 | 0 | 34891 |
| MARKETAXESS HLDGS INC | COM | 57060D108 |  | 16400126 | 58805 | SH |  | SOLE |  | 49434 | 0 | 9371 |
| MARRIOTT INTL INC NEW | CL A | 571903202 |  | 145397041 | 976540 | SH |  | SOLE |  | 874038 | 0 | 102502 |
| MARSH  MCLENNAN COS INC | COM | 571748102 |  | 612701449 | 3702571 | SH |  | SOLE |  | 3347092 | 0 | 355479 |
| MARVELL TECHNOLOGY INC | COM | 573874104 |  | 51193095 | 1382103 | SH |  | SOLE |  | 1309290 | 0 | 72813 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 40038328 | 115142 | SH |  | SOLE |  | 115142 | 0 | 0 |
| MATCH GROUP INC NEW | COM | 57667L107 |  | 61383667 | 1479481 | SH |  | SOLE |  | 1401533 | 0 | 77948 |
| MAXCYTE INC | COM | 57777K106 |  | 6790203 | 1243627 | SH |  | SOLE |  | 1039505 | 0 | 204122 |
| MCKESSON CORP | COM | 58155Q103 |  | 191264310 | 509875 | SH |  | SOLE |  | 483204 | 0 | 26671 |
| MEDTRONIC PLC | SHS | G5960L103 |  | 88081242 | 1133315 | SH |  | SOLE |  | 1133315 | 0 | 0 |
| MERCADOLIBRE INC | COM | 58733R102 |  | 229468977 | 271163 | SH |  | SOLE |  | 261648 | 0 | 9515 |
| MERCK  CO INC | COM | 58933Y105 |  | 85978816 | 774933 | SH |  | SOLE |  | 774933 | 0 | 0 |
| MERUS N V | COM | N5749R100 |  | 2161685 | 139734 | SH |  | SOLE |  | 117449 | 0 | 22285 |
| META PLATFORMS INC | CL A | 30303M102 |  | 712981768 | 5924728 | SH |  | SOLE |  | 5447700 | 0 | 477028 |
| MICROSOFT CORP | COM | 594918104 |  | 74136276 | 309133 | SH |  | SOLE |  | 292973 | 0 | 16160 |
| MODEL N INC | COM | 607525102 |  | 105092298 | 2591033 | SH |  | SOLE |  | 2148967 | 0 | 442066 |
| MOELIS  CO | CL A | 60786M105 |  | 48962039 | 1276050 | SH |  | SOLE |  | 989530 | 0 | 286520 |
| MONDAY COM LTD | SHS | M7S64H106 |  | 34388872 | 281876 | SH |  | SOLE |  | 232859 | 0 | 49017 |
| MONOLITHIC PWR SYS INC | COM | 609839105 |  | 305404117 | 863675 | SH |  | SOLE |  | 762264 | 0 | 101411 |
| MOODYS CORP | COM | 615369105 |  | 17764254 | 63758 | SH |  | SOLE |  | 60475 | 0 | 3283 |
| MORGAN STANLEY | COM NEW | 617446448 |  | 85252275 | 1002732 | SH |  | SOLE |  | 1002732 | 0 | 0 |
| MORNINGSTAR INC | COM | 617700109 |  | 73377227 | 338784 | SH |  | SOLE |  | 243134 | 0 | 95650 |
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 |  | 155562003 | 603632 | SH |  | SOLE |  | 572702 | 0 | 30930 |
| MSCI INC | COM | 55354G100 |  | 253952584 | 545935 | SH |  | SOLE |  | 517354 | 0 | 28581 |
| MYRIAD GENETICS INC | COM | 62855J104 |  | 32188360 | 2218357 | SH |  | SOLE |  | 1833476 | 0 | 384881 |
| NASDAQ INC | COM | 631103108 |  | 365842443 | 5963202 | SH |  | SOLE |  | 5340176 | 0 | 623026 |
| NATERA INC | COM | 632307104 |  | 2410682 | 60012 | SH |  | SOLE |  | 60012 | 0 | 0 |
| NETAPP INC | COM | 64110D104 |  | 39265486 | 653771 | SH |  | SOLE |  | 507239 | 0 | 146532 |
| NETFLIX INC | COM | 64110L106 |  | 372411619 | 1262926 | SH |  | SOLE |  | 1171190 | 0 | 91736 |
| NEWS CORP NEW | CL A | 65249B109 |  | 61269608 | 3366462 | SH |  | SOLE |  | 2608364 | 0 | 758098 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 1207356801 | 14442067 | SH |  | SOLE |  | 12627668 | 0 | 1814399 |
| NICE LTD | SPONSORED ADR | 653656108 |  | 270649174 | 1407432 | SH |  | SOLE |  | 1159688 | 0 | 247744 |
| NIKE INC | CL B | 654106103 |  | 48199461 | 411926 | SH |  | SOLE |  | 382533 | 0 | 29393 |
| NIKE INC | CL B | 654106103 |  | 32201152 | 275200 | SH | Call | SOLE |  | 0 | 0 | 0 |
| NIO INC | SPON ADS | 62914V106 |  | 4110600 | 421600 | SH |  | SOLE |  | 256664 | 0 | 164936 |
| NOAH HLDGS LTD | SPON ADS CL A | 65487X102 |  | 4531348 | 292345 | SH |  | SOLE |  | 170717 | 0 | 121628 |
| NOKIA CORP | SPONSORED ADR | 654902204 |  | 381533364 | 82227018 | SH |  | SOLE |  | 79953533 | 0 | 2273485 |
| NORFOLK SOUTHN CORP | COM | 655844108 |  | 8486212 | 34438 | SH |  | SOLE |  | 34438 | 0 | 0 |
| NORTHERN TR CORP | COM | 665859104 |  | 51768597 | 585022 | SH |  | SOLE |  | 453752 | 0 | 131270 |
| NORTHROP GRUMMAN CORP | COM | 666807102 |  | 69103689 | 126654 | SH |  | SOLE |  | 126654 | 0 | 0 |
| NOV INC | COM | 62955J103 |  | 87542762 | 4190654 | SH |  | SOLE |  | 3252705 | 0 | 937949 |
| NOVANTA INC | COM | 67000B104 |  | 107876024 | 793965 | SH |  | SOLE |  | 643206 | 0 | 150759 |
| NOVO-NORDISK A S | ADR | 670100205 |  | 66991541 | 494987 | SH |  | SOLE |  | 394653 | 0 | 100334 |
| NU HLDGS LTD | ORD SHS CL A | G6683N103 |  | 284285345 | 69848979 | SH |  | SOLE |  | 63866832 | 0 | 5982147 |
| NVENT ELECTRIC PLC | SHS | G6700G107 |  | 69325133 | 1802057 | SH |  | SOLE |  | 1399748 | 0 | 402309 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 315645009 | 2159881 | SH |  | SOLE |  | 2121586 | 0 | 38295 |
| NXP SEMICONDUCTORS N V | COM | N6596X109 |  | 77755659 | 492031 | SH |  | SOLE |  | 479393 | 0 | 12638 |
| OGE ENERGY CORP | COM | 670837103 |  | 79869089 | 2019446 | SH |  | SOLE |  | 1565974 | 0 | 453472 |
| OLO INC | CL A | 68134L109 |  | 13609963 | 2177594 | SH |  | SOLE |  | 1802575 | 0 | 375019 |
| OMNICOM GROUP INC | COM | 681919106 |  | 63582591 | 779485 | SH |  | SOLE |  | 604460 | 0 | 175025 |
| ON SEMICONDUCTOR CORP | COM | 682189105 |  | 690683322 | 11073967 | SH |  | SOLE |  | 9640390 | 0 | 1433577 |
| OPTION CARE HEALTH INC | COM NEW | 68404L201 |  | 33783788 | 1122758 | SH |  | SOLE |  | 922315 | 0 | 200443 |
| ORACLE CORP | COM | 68389X105 |  | 77155939 | 943919 | SH |  | SOLE |  | 894502 | 0 | 49417 |
| OTIS WORLDWIDE CORP | COM | 68902V107 |  | 51271593 | 654726 | SH |  | SOLE |  | 507995 | 0 | 146731 |
| OZON HLDGS PLC | SPONSORED ADS | 69269L104 |  | 0 | 298287 | SH |  | SOLE |  | 192748 | 0 | 105539 |
| PACIFIC BIOSCIENCES CALIF IN | COM | 69404D108 |  | 5304231 | 648439 | SH |  | SOLE |  | 538771 | 0 | 109668 |
| PAPA JOHNS INTL INC | COM | 698813102 |  | 72174758 | 876865 | SH |  | SOLE |  | 691953 | 0 | 184912 |
| PAYCOR HCM INC | COM | 70435P102 |  | 33811104 | 1381737 | SH |  | SOLE |  | 1135583 | 0 | 246154 |
| PENUMBRA INC | COM | 70975L107 |  | 28106486 | 126344 | SH |  | SOLE |  | 104688 | 0 | 21656 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 102808106 | 1015790 | SH |  | SOLE |  | 1015790 | 0 | 0 |
| PINDUODUO INC | SPONSORED ADS | 722304102 |  | 12874299 | 157870 | SH |  | SOLE |  | 157870 | 0 | 0 |
| PROCORE TECHNOLOGIES INC | COM | 74275K108 |  | 10111382 | 214315 | SH |  | SOLE |  | 177866 | 0 | 36449 |
| PROGRESSIVE CORP | COM | 743315103 |  | 1158299145 | 8929914 | SH |  | SOLE |  | 7844193 | 0 | 1085721 |
| PUBLIC STORAGE | COM | 74460D109 |  | 32664270 | 116579 | SH |  | SOLE |  | 90499 | 0 | 26080 |
| QUANTA SVCS INC | COM | 74762E102 |  | 94557443 | 663561 | SH |  | SOLE |  | 629416 | 0 | 34145 |
| RADWARE LTD | ORD | M81873107 |  | 57787651 | 2925957 | SH |  | SOLE |  | 2411752 | 0 | 514205 |
| RAYTHEON TECHNOLOGIES CORP | COM | 75513E101 |  | 68508735 | 678842 | SH |  | SOLE |  | 678842 | 0 | 0 |
| RELAY THERAPEUTICS INC | COM | 75943R102 |  | 4414083 | 295454 | SH |  | SOLE |  | 246544 | 0 | 48910 |
| REPLIGEN CORP | COM | 759916109 |  | 197727498 | 1167843 | SH |  | SOLE |  | 1069692 | 0 | 98151 |
| RYAN SPECIALTY HOLDINGS INC | CL A | 78351F107 |  | 119527630 | 2879490 | SH |  | SOLE |  | 2729171 | 0 | 150319 |
| S GLOBAL INC | COM | 78409V104 |  | 283404792 | 846136 | SH |  | SOLE |  | 764765 | 0 | 81371 |
| SAIA INC | COM | 78709Y105 |  | 57655081 | 274967 | SH |  | SOLE |  | 245942 | 0 | 29025 |
| SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 |  | 76653573 | 273460 | SH |  | SOLE |  | 259757 | 0 | 13703 |
| SCHLUMBERGER LTD | COM STK | 806857108 |  | 798037996 | 14927759 | SH |  | SOLE |  | 12442780 | 0 | 2484979 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 624501371 | 7500617 | SH |  | SOLE |  | 6411013 | 0 | 1089604 |
| SEA LTD | SPONSORD ADS | 81141R100 |  | 204794398 | 3936083 | SH |  | SOLE |  | 3914843 | 0 | 21240 |
| SEAGEN INC | COM | 81181C104 |  | 15447159 | 120202 | SH |  | SOLE |  | 99933 | 0 | 20269 |
| SENSATA TECHNOLOGIES HLDG PL | SHS | G8060N102 |  | 660547145 | 16358275 | SH |  | SOLE |  | 15529846 | 0 | 828429 |
| SHELL PLC | SPON ADS | 780259305 |  | 1968705 | 34569 | SH |  | SOLE |  | 11108 | 0 | 23461 |
| SHOALS TECHNOLOGIES GROUP IN | CL A | 82489W107 |  | 44921110 | 1820880 | SH |  | SOLE |  | 1509925 | 0 | 310955 |
| SHOCKWAVE MED INC | COM | 82489T104 |  | 137313349 | 667834 | SH |  | SOLE |  | 560900 | 0 | 106934 |
| SHOPIFY INC | CL A | 82509L107 |  | 73025119 | 2103864 | SH |  | SOLE |  | 1998204 | 0 | 105660 |
| SNAP INC | CL A | 83304A106 |  | 86975885 | 9717976 | SH |  | SOLE |  | 9717976 | 0 | 0 |
| SNOWFLAKE INC | CL A | 833445109 |  | 82465165 | 574510 | SH |  | SOLE |  | 574510 | 0 | 0 |
| SOUTHWEST AIRLS CO | COM | 844741108 |  | 370720370 | 11010406 | SH |  | SOLE |  | 9951932 | 0 | 1058474 |
| SPROUT SOCIAL INC | COM CL A | 85209W109 |  | 23892517 | 423176 | SH |  | SOLE |  | 349699 | 0 | 73477 |
| STAAR SURGICAL CO | COM PAR $0.01 | 852312305 |  | 11474225 | 236387 | SH |  | SOLE |  | 195218 | 0 | 41169 |
| STARBUCKS CORP | COM | 855244109 |  | 133055869 | 1341289 | SH |  | SOLE |  | 1271139 | 0 | 70150 |
| STORE CAP CORP | COM | 862121100 |  | 241861 | 7544 | SH |  | SOLE |  | 7544 | 0 | 0 |
| STRYKER CORPORATION | COM | 863667101 |  | 6850854 | 28021 | SH |  | SOLE |  | 28021 | 0 | 0 |
| SUNCOR ENERGY INC NEW | COM | 867224107 |  | 449948958 | 14184654 | SH |  | SOLE |  | 13788773 | 0 | 395881 |
| SVB FINANCIAL GROUP | COM | 78486Q101 |  | 373771064 | 1624103 | SH |  | SOLE |  | 1405488 | 0 | 218615 |
| SYNCHRONY FINANCIAL | COM | 87165B103 |  | 133516916 | 4063205 | SH |  | SOLE |  | 3627967 | 0 | 435238 |
| SYNOPSYS INC | COM | 871607107 |  | 265423542 | 831293 | SH |  | SOLE |  | 787746 | 0 | 43547 |
| SYSCO CORP | COM | 871829107 |  | 46582055 | 609314 | SH |  | SOLE |  | 472511 | 0 | 136803 |
| T-MOBILE US INC | COM | 872590104 |  | 238535360 | 1703824 | SH |  | SOLE |  | 1620982 | 0 | 82842 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 |  | 2582270 | 34666 | SH |  | SOLE |  | 34666 | 0 | 0 |
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 |  | 91340441 | 877177 | SH |  | SOLE |  | 786414 | 0 | 90763 |
| TECHNIPFMC PLC | COM | G87110105 |  | 3093273 | 253755 | SH |  | SOLE |  | 253755 | 0 | 0 |
| TELEDYNE TECHNOLOGIES INC | COM | 879360105 |  | 236186446 | 590599 | SH |  | SOLE |  | 525439 | 0 | 65160 |
| TELEFONICA BRASIL SA | NEW ADR | 87936R205 |  | 344213791 | 48141789 | SH |  | SOLE |  | 45080745 | 0 | 3061044 |
| TESLA INC | COM | 88160R101 |  | 63098955 | 512250 | SH |  | SOLE |  | 438217 | 0 | 74033 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 19953151 | 36233 | SH |  | SOLE |  | 34402 | 0 | 1831 |
| TJX COS INC NEW | COM | 872540109 |  | 7774214 | 97666 | SH |  | SOLE |  | 97666 | 0 | 0 |
| TRADEWEB MKTS INC | CL A | 892672106 |  | 149189531 | 2297698 | SH |  | SOLE |  | 2032831 | 0 | 264867 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 |  | 5528480 | 32890 | SH |  | SOLE |  | 32890 | 0 | 0 |
| TRANSDIGM GROUP INC | COM | 893641100 |  | 147280172 | 233908 | SH |  | SOLE |  | 221713 | 0 | 12195 |
| TREX CO INC | COM | 89531P105 |  | 81110672 | 1916151 | SH |  | SOLE |  | 1767436 | 0 | 148715 |
| TRIP COM GROUP LTD | ADS | 89677Q107 |  | 8858310 | 257509 | SH |  | SOLE |  | 257509 | 0 | 0 |
| TYLER TECHNOLOGIES INC | COM | 902252105 |  | 241957098 | 750464 | SH |  | SOLE |  | 682372 | 0 | 68092 |
| TYSON FOODS INC | CL A | 902494103 |  | 56207828 | 902937 | SH |  | SOLE |  | 700254 | 0 | 202683 |
| U HAUL HOLDING COMPANY | COM | 023586100 |  | 10935680 | 181686 | SH |  | SOLE |  | 141689 | 0 | 39997 |
| U HAUL HOLDING COMPANY | COM SER N | 023586506 |  | 87887014 | 1598527 | SH |  | SOLE |  | 1238554 | 0 | 359973 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 218812709 | 412714 | SH |  | SOLE |  | 391225 | 0 | 21489 |
| UNITY SOFTWARE INC | COM | 91332U101 |  | 102464158 | 3583916 | SH |  | SOLE |  | 3583916 | 0 | 0 |
| VAIL RESORTS INC | COM | 91879Q109 |  | 59515042 | 249696 | SH |  | SOLE |  | 193624 | 0 | 56072 |
| VALMONT INDS INC | COM | 920253101 |  | 211077573 | 638333 | SH |  | SOLE |  | 496368 | 0 | 141965 |
| VAREX IMAGING CORP | COM | 92214X106 |  | 17795630 | 876632 | SH |  | SOLE |  | 723395 | 0 | 153237 |
| VEEVA SYS INC | CL A COM | 922475108 |  | 1604477239 | 9942231 | SH |  | SOLE |  | 8685900 | 0 | 1256331 |
| VERACYTE INC | COM | 92337F107 |  | 89249266 | 3761031 | SH |  | SOLE |  | 3087756 | 0 | 673275 |
| VERASTEM INC | COM | 92337C104 |  | 772920 | 1920298 | SH |  | SOLE |  | 1613564 | 0 | 306734 |
| VERISK ANALYTICS INC | COM | 92345Y106 |  | 58185080 | 329810 | SH |  | SOLE |  | 312573 | 0 | 17237 |
| VERTEX PHARMACEUTICALS INC | COM | 92532F100 |  | 54426367 | 188470 | SH |  | SOLE |  | 188470 | 0 | 0 |
| VIEWRAY INC | COM | 92672L107 |  | 74720200 | 16678616 | SH |  | SOLE |  | 13864739 | 0 | 2813877 |
| VISA INC | COM CL A | 92826C839 |  | 509527660 | 2452482 | SH |  | SOLE |  | 2391204 | 0 | 61278 |
| VONTIER CORPORATION | COM | 928881101 |  | 61799982 | 3197102 | SH |  | SOLE |  | 2481603 | 0 | 715499 |
| WARNER BROS DISCOVERY INC | COM SER A | 934423104 |  | 84021515 | 8863029 | SH |  | SOLE |  | 7856743 | 0 | 1006286 |
| WASHINGTON FED INC | COM | 938824109 |  | 42195500 | 1257690 | SH |  | SOLE |  | 976105 | 0 | 281585 |
| WEST PHARMACEUTICAL SVSC INC | COM | 955306105 |  | 249660221 | 1060804 | SH |  | SOLE |  | 1005115 | 0 | 55689 |
| WILLIS TOWERS WATSON PLC LTD | SHS | G96629103 |  | 1581496348 | 6466172 | SH |  | SOLE |  | 6114504 | 0 | 351668 |
| WINGSTOP INC | COM | 974155103 |  | 95480343 | 693797 | SH |  | SOLE |  | 572389 | 0 | 121408 |
| WNS HLDGS LTD | SPON ADR | 92932M101 |  | 100335776 | 1254354 | SH |  | SOLE |  | 1041263 | 0 | 213091 |
| WOLFSPEED INC | COM | 977852102 |  | 129375506 | 1873921 | SH |  | SOLE |  | 1548358 | 0 | 325563 |
| WORKIVA INC | COM CL A | 98139A105 |  | 105323403 | 1254298 | SH |  | SOLE |  | 935133 | 0 | 319165 |
| XP INC | CL A | G98239109 |  | 7615650 | 496457 | SH |  | SOLE |  | 241600 | 0 | 254857 |
| YANDEX N V | SHS CLASS A | N97284108 |  | 0 | 1974776 | SH |  | SOLE |  | 1914160 | 0 | 60616 |
| ZOOMINFO TECHNOLOGIES INC | COMMON STOCK | 98980F104 |  | 148959861 | 4947189 | SH |  | SOLE |  | 4688590 | 0 | 258599 |
| ZSCALER INC | COM | 98980G102 |  | 534237120 | 4774237 | SH |  | SOLE |  | 4207409 | 0 | 566828 |

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