# EDGAR Filing Document

**Accession Number:** 0001061186
**File Stem:** 0001062993-23-002291
**Filing Date:** 2023-2
**Character Count:** 25620
**Document Hash:** 8cd96733111ff3837f03285a85c0fc44
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001062993-23-002291.hdr.sgml**: 20230207

**ACCESSION NUMBER**: 0001062993-23-002291

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230207

**DATE AS OF CHANGE**: 20230206

**EFFECTIVENESS DATE**: 20230207

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** WCM INVESTMENT MANAGEMENT, LLC
- **CENTRAL INDEX KEY:** 0001061186
- **IRS NUMBER:** 953046237
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-07104
- **FILM NUMBER:** 23591761

**BUSINESS ADDRESS:**
- **STREET 1:** 281 BROOKS STREET
- **CITY:** LAGUNA BEACH
- **STATE:** CA
- **ZIP:** 92651
- **BUSINESS PHONE:** 9493800200

**MAIL ADDRESS:**
- **STREET 1:** 281 BROOKS STREET
- **CITY:** LAGUNA BEACH
- **STATE:** CA
- **ZIP:** 92651

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** WCM INVESTMENT MANAGEMENT/CA
- **DATE OF NAME CHANGE:** 19990324

### 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:** WCM INVESTMENT MANAGEMENT LLC<br>**Address:** 281 BROOKS STREET<br>LAGUNA BEACH, CA 92651

**Form 13F File Number:** 028-07104

**CRD Number (if applicable):** 000104702

**SEC File Number (if applicable):** 801-11916

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:** David Joerger<br>**Title:** Chief Compliance Officer<br>**Phone:** 949-380-0200

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

/s/ David Joerger  Laguna Beach, CA  02-06-2023<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:** 213

**Form 13F Information Table Value Total:** $29975372083

      (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 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 |  | 1322523794 | 4956243 | SH |  | SOLE |  | 4933310 | 0 | 22933 |
| ACI WORLDWIDE INC | COM | 004498101 |  | 9802876 | 426212 | SH |  | SOLE |  | 357526 | 0 | 68686 |
| ADAPTHEALTH CORP | COMMON STOCK | 00653Q102 |  | 12665672 | 658984 | SH |  | SOLE |  | 518066 | 0 | 140918 |
| ADDUS HOMECARE CORP | COM | 006739106 |  | 51188500 | 514509 | SH |  | SOLE |  | 514509 | 0 | 0 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 12415761 | 191690 | SH |  | SOLE |  | 191690 | 0 | 0 |
| ALCON AG | ORD SHS | H01301128 |  | 319116725 | 4655240 | SH |  | SOLE |  | 4641872 | 0 | 13368 |
| AMAZON COM INC | COM | 023135106 |  | 308575512 | 3673518 | SH |  | SOLE |  | 3209053 | 236710 | 227755 |
| AMERICAN TOWER CORP NEW | COM | 03027X100 |  | 1001034 | 4640 | SH |  | SOLE |  | 4640 | 0 | 0 |
| AMERICAN WOODMARK CORPORATIO | COM | 030506109 |  | 20689278 | 423440 | SH |  | SOLE |  | 423440 | 0 | 0 |
| AMERICAS CAR-MART INC | COM | 03062T105 |  | 17576089 | 243234 | SH |  | SOLE |  | 243234 | 0 | 0 |
| AMPHENOL CORP NEW | CL A | 032095101 |  | 634322492 | 8331002 | SH |  | SOLE |  | 7215789 | 565250 | 549963 |
| AON PLC | SHS CL A | G0403H108 |  | 1531996240 | 5104272 | SH |  | SOLE |  | 5080732 | 0 | 23540 |
| API GROUP CORP | COM STK | 00187Y100 |  | 7641694 | 406257 | SH |  | SOLE |  | 406257 | 0 | 0 |
| ARROWHEAD PHARMACEUTICALS IN | COM | 04280A100 |  | 5966457 | 147102 | SH |  | SOLE |  | 134333 | 0 | 12769 |
| ASHLAND INC | COM | 044186104 |  | 2760833 | 25675 | SH |  | SOLE |  | 25675 | 0 | 0 |
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 |  | 1153687570 | 2111434 | SH |  | SOLE |  | 2102304 | 0 | 9130 |
| ASTRAZENECA PLC | SPONSORED ADR | 046353108 |  | 316719892 | 4671385 | SH |  | SOLE |  | 4666083 | 0 | 5302 |
| ATLASSIAN CORPORATION | CL A | 049468101 |  | 1222943451 | 9503757 | SH |  | SOLE |  | 9170717 | 152204 | 180836 |
| ATRICURE INC | COM | 04963C209 |  | 8414182 | 189594 | SH |  | SOLE |  | 152480 | 0 | 37114 |
| AVIENT CORPORATION | COM | 05368V106 |  | 11734706 | 347592 | SH |  | SOLE |  | 277432 | 0 | 70160 |
| AXON ENTERPRISE INC | COM | 05464C101 |  | 13386735 | 80677 | SH |  | SOLE |  | 62437 | 0 | 18240 |
| AXSOME THERAPEUTICS INC | COM | 05464T104 |  | 6844439 | 88739 | SH |  | SOLE |  | 75165 | 0 | 13574 |
| AZEK CO INC | CL A | 05478C105 |  | 13385150 | 658718 | SH |  | SOLE |  | 658718 | 0 | 0 |
| AZENTA INC | COM | 114340102 |  | 50960839 | 875315 | SH |  | SOLE |  | 830280 | 0 | 45035 |
| BAIDU INC | SPON ADR REP A | 056752108 |  | 779042 | 6811 | SH |  | SOLE |  | 6811 | 0 | 0 |
| BAKER HUGHES COMPANY | CL A | 05722G100 |  | 2310929 | 78257 | SH |  | SOLE |  | 78257 | 0 | 0 |
| BEACON ROOFING SUPPLY INC | COM | 073685109 |  | 25679537 | 486447 | SH |  | SOLE |  | 486447 | 0 | 0 |
| BILL COM HLDGS INC | COM | 090043100 |  | 188308921 | 1728239 | SH |  | SOLE |  | 1499029 | 104840 | 124370 |
| BOOT BARN HLDGS INC | COM | 099406100 |  | 11568388 | 185035 | SH |  | SOLE |  | 147013 | 0 | 38022 |
| BOOZ ALLEN HAMILTON HLDG COR | CL A | 099502106 |  | 283404099 | 2711482 | SH |  | SOLE |  | 2350814 | 184270 | 176398 |
| BRIDGEBIO PHARMA INC | COM | 10806X102 |  | 2802567 | 367791 | SH |  | SOLE |  | 290844 | 0 | 76947 |
| BROOKFIELD ASSET MANAGMT LTD | CL A LMT VTG SHS | 113004105 |  | 774807 | 27025 | SH |  | SOLE |  | 27025 | 0 | 0 |
| BROOKFIELD CORP | CL A LTD VT SH | 11271J107 |  | 1056616 | 33586 | SH |  | SOLE |  | 33586 | 0 | 0 |
| BROWN  BROWN INC | COM | 115236101 |  | 5492933 | 96418 | SH |  | SOLE |  | 96418 | 0 | 0 |
| CAESARS ENTERTAINMENT INC NE | COM | 12769G100 |  | 11801837 | 283698 | SH |  | SOLE |  | 222917 | 0 | 60781 |
| CANADIAN NAT RES LTD | COM | 136385101 |  | 1284964 | 23140 | SH |  | SOLE |  | 23140 | 0 | 0 |
| CANADIAN PAC RY LTD | COM | 13645T100 |  | 2257290898 | 30262648 | SH |  | SOLE |  | 29586742 | 282590 | 393316 |
| CARMAX INC | COM | 143130102 |  | 2499291 | 41046 | SH |  | SOLE |  | 41046 | 0 | 0 |
| CASEYS GEN STORES INC | COM | 147528103 |  | 14847259 | 66179 | SH |  | SOLE |  | 50005 | 0 | 16174 |
| CDW CORP | COM | 12514G108 |  | 212153 | 1188 | SH |  | SOLE |  | 1188 | 0 | 0 |
| CGI INC | CL A SUB VTG | 12532H104 |  | 1435959 | 16672 | SH |  | SOLE |  | 16672 | 0 | 0 |
| CHUBB LIMITED | COM | H1467J104 |  | 1947898 | 8830 | SH |  | SOLE |  | 8830 | 0 | 0 |
| CI INC | COM CL A | G21307106 |  | 11602286 | 1784967 | SH |  | SOLE |  | 1784967 | 0 | 0 |
| CIAN PLC | ADS | 83418T108 |  | 0 | 1898407 | SH |  | SOLE |  | 1898407 | 0 | 0 |
| CLARUS CORP NEW | COM | 18270P109 |  | 4896778 | 624589 | SH |  | SOLE |  | 489691 | 0 | 134898 |
| CONTROLADORA VUELA COMP DE A | SPON ADR RP 10 | 21240E105 |  | 21198561 | 2535713 | SH |  | SOLE |  | 2535713 | 0 | 0 |
| CORTEVA INC | COM | 22052L104 |  | 271849741 | 4624868 | SH |  | SOLE |  | 4024048 | 306960 | 293860 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 250125937 | 547921 | SH |  | SOLE |  | 472623 | 38220 | 37078 |
| COUPANG INC | CL A | 22266T109 |  | 17301181 | 1176151 | SH |  | SOLE |  | 1139752 | 0 | 36399 |
| CRANE HLDGS CO | COM | 224441105 |  | 9406339 | 93642 | SH |  | SOLE |  | 93642 | 0 | 0 |
| CREDICORP LTD | COM | G2519Y108 |  | 1845383 | 13603 | SH |  | SOLE |  | 13603 | 0 | 0 |
| CRYOPORT INC | COM PAR $0.001 | 229050307 |  | 4801439 | 276740 | SH |  | SOLE |  | 226835 | 0 | 49905 |
| CSW INDUSTRIALS INC | COM | 126402106 |  | 9115344 | 78628 | SH |  | SOLE |  | 78628 | 0 | 0 |
| CSX CORP | COM | 126408103 |  | 11646064 | 375922 | SH |  | SOLE |  | 375922 | 0 | 0 |
| CUBESMART | COM | 229663109 |  | 2073801 | 51523 | SH |  | SOLE |  | 1411 | 0 | 50112 |
| CUSHMAN WAKEFIELD PLC | SHS | G2717B108 |  | 22489465 | 1804933 | SH |  | SOLE |  | 1804933 | 0 | 0 |
| DATADOG INC | CL A COM | 23804L103 |  | 360306188 | 4902125 | SH |  | SOLE |  | 4273246 | 320850 | 308029 |
| DESCARTES SYS GROUP INC | COM | 249906108 |  | 205746 | 2954 | SH |  | SOLE |  | 2954 | 0 | 0 |
| DEXCOM INC | COM | 252131107 |  | 16578789 | 146404 | SH |  | SOLE |  | 146404 | 0 | 0 |
| DOCGO INC | COM | 256086109 |  | 7274726 | 1028957 | SH |  | SOLE |  | 1028957 | 0 | 0 |
| DORMAN PRODS INC | COM | 258278100 |  | 24089151 | 297875 | SH |  | SOLE |  | 297875 | 0 | 0 |
| E2OPEN PARENT HOLDINGS INC | COM CL A | 29788T103 |  | 15630742 | 2662818 | SH |  | SOLE |  | 2662818 | 0 | 0 |
| EAST WEST BANCORP INC | COM | 27579R104 |  | 2348676 | 35640 | SH |  | SOLE |  | 35 | 0 | 35605 |
| ELASTIC N V | ORD SHS | N14506104 |  | 14086538 | 273525 | SH |  | SOLE |  | 273525 | 0 | 0 |
| ELEMENT SOLUTIONS INC | COM | 28618M106 |  | 35864805 | 1971677 | SH |  | SOLE |  | 1971677 | 0 | 0 |
| EMCOR GROUP INC | COM | 29084Q100 |  | 30557611 | 206317 | SH |  | SOLE |  | 206317 | 0 | 0 |
| ENDAVA PLC | ADS | 29260V105 |  | 39565418 | 517195 | SH |  | SOLE |  | 510385 | 0 | 6810 |
| ENSTAR GROUP LIMITED | SHS | G3075P101 |  | 31051314 | 134398 | SH |  | SOLE |  | 134398 | 0 | 0 |
| ENTEGRIS INC | COM | 29362U104 |  | 228120905 | 3477983 | SH |  | SOLE |  | 3037804 | 223080 | 217099 |
| EPAM SYS INC | COM | 29414B104 |  | 1118936479 | 3414098 | SH |  | SOLE |  | 3394501 | 0 | 19597 |
| EPLUS INC | COM | 294268107 |  | 31207703 | 704781 | SH |  | SOLE |  | 704781 | 0 | 0 |
| EURONET WORLDWIDE INC | COM | 298736109 |  | 11468963 | 121519 | SH |  | SOLE |  | 96494 | 0 | 25025 |
| FABRINET | SHS | G3323L100 |  | 45940970 | 358298 | SH |  | SOLE |  | 347215 | 0 | 11083 |
| FATE THERAPEUTICS INC | COM | 31189P102 |  | 1869405 | 185273 | SH |  | SOLE |  | 155888 | 0 | 29385 |
| FERGUSON PLC NEW | SHS | G3421J106 |  | 194184742 | 1529375 | SH |  | SOLE |  | 1524715 | 0 | 4660 |
| FERRARI N V | COM | N3167Y103 |  | 394439387 | 1841282 | SH |  | SOLE |  | 1836480 | 0 | 4802 |
| FIVE BELOW INC | COM | 33829M101 |  | 14583462 | 82453 | SH |  | SOLE |  | 65077 | 0 | 17376 |
| FIVE9 INC | COM | 338307101 |  | 17460107 | 257296 | SH |  | SOLE |  | 205871 | 0 | 51425 |
| FLOOR  DECOR HLDGS INC | CL A | 339750101 |  | 320201493 | 4598614 | SH |  | SOLE |  | 3965655 | 322170 | 310789 |
| FOCUS FINL PARTNERS INC | COM CL A | 34417P100 |  | 38346842 | 1028893 | SH |  | SOLE |  | 974928 | 0 | 53965 |
| FOX FACTORY HLDG CORP | COM | 35138V102 |  | 11510307 | 126168 | SH |  | SOLE |  | 99679 | 0 | 26489 |
| FRESHWORKS INC | CLASS A COM | 358054104 |  | 11043547 | 750751 | SH |  | SOLE |  | 726574 | 0 | 24177 |
| GALLAGHER ARTHUR J  CO | COM | 363576109 |  | 506962566 | 2688886 | SH |  | SOLE |  | 2321502 | 186780 | 180604 |
| GLOBAL BLUE GROUP HOLDING AG | ORD SHS | H33700107 |  | 11367909 | 2455272 | SH |  | SOLE |  | 2455272 | 0 | 0 |
| GLOBANT S A | COM | L44385109 |  | 60573082 | 360211 | SH |  | SOLE |  | 352540 | 0 | 7671 |
| GODADDY INC | CL A | 380237107 |  | 5607609 | 74948 | SH |  | SOLE |  | 74948 | 0 | 0 |
| GRACO INC | COM | 384109104 |  | 3897179 | 57942 | SH |  | SOLE |  | 57942 | 0 | 0 |
| GROCERY OUTLET HLDG CORP | COM | 39874R101 |  | 26640662 | 912664 | SH |  | SOLE |  | 912664 | 0 | 0 |
| GRUPO AEROPORTUARIO DEL SURE | SPON ADR SER B | 40051E202 |  | 57693683 | 247623 | SH |  | SOLE |  | 239638 | 0 | 7985 |
| HAYWARD HLDGS INC | COM | 421298100 |  | 7279915 | 774459 | SH |  | SOLE |  | 774459 | 0 | 0 |
| HDFC BANK LTD | SPONSORED ADS | 40415F101 |  | 2682425 | 39211 | SH |  | SOLE |  | 39211 | 0 | 0 |
| HEADHUNTER GROUP PLC | SPONSORED ADS | 42207L106 |  | 0 | 339894 | SH |  | SOLE |  | 339894 | 0 | 0 |
| HEALTH CATALYST INC | COM | 42225T107 |  | 6265014 | 589371 | SH |  | SOLE |  | 475082 | 0 | 114289 |
| HEICO CORP NEW | COM | 422806109 |  | 111235 | 724 | SH |  | SOLE |  | 724 | 0 | 0 |
| HEICO CORP NEW | CL A | 422806208 |  | 308390469 | 2573137 | SH |  | SOLE |  | 2190656 | 193570 | 188911 |
| HILLMAN SOLUTIONS CORP | COM | 431636109 |  | 11944836 | 1656704 | SH |  | SOLE |  | 1656704 | 0 | 0 |
| IAC INC | COM NEW | 44891N208 |  | 11002054 | 247794 | SH |  | SOLE |  | 199376 | 0 | 48418 |
| ICICI BANK LIMITED | ADR | 45104G104 |  | 1277443311 | 58357392 | SH |  | SOLE |  | 56902294 | 369760 | 1085338 |
| ICON PLC | SHS | G4705A100 |  | 1143241670 | 5885414 | SH |  | SOLE |  | 5858642 | 0 | 26772 |
| ICU MED INC | COM | 44930G107 |  | 28015220 | 177897 | SH |  | SOLE |  | 177897 | 0 | 0 |
| ILLUMINA INC | COM | 452327109 |  | 667260 | 3300 | SH |  | SOLE |  | 3300 | 0 | 0 |
| INGEVITY CORP | COM | 45688C107 |  | 12885096 | 182923 | SH |  | SOLE |  | 144002 | 0 | 38921 |
| INSMED INC | COM PAR $.01 | 457669307 |  | 5189026 | 259711 | SH |  | SOLE |  | 225153 | 0 | 34558 |
| INTER PARFUMS INC | COM | 458334109 |  | 36658875 | 379806 | SH |  | SOLE |  | 379806 | 0 | 0 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 |  | 6954558 | 26209 | SH |  | SOLE |  | 26209 | 0 | 0 |
| ISHARES INC | ESG AWR MSCI EM | 46434G863 |  | 3007000 | 100000 | SH |  | SOLE |  | 100000 | 0 | 0 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 189364967 | 2884902 | SH |  | SOLE |  | 2884902 | 0 | 0 |
| ISHARES TR | MSCI ACWI ETF | 464288257 |  | 23184208 | 273141 | SH |  | SOLE |  | 273141 | 0 | 0 |
| ISHARES TR | EAFE GRWTH ETF | 464288885 |  | 5113464 | 61049 | SH |  | SOLE |  | 61049 | 0 | 0 |
| ISHARES TR | MSCI INDIA ETF | 46429B598 |  | 768877 | 18403 | SH |  | SOLE |  | 18403 | 0 | 0 |
| JOHN BEAN TECHNOLOGIES CORP | COM | 477839104 |  | 11023988 | 120705 | SH |  | SOLE |  | 95113 | 0 | 25592 |
| JONES LANG LASALLE INC | COM | 48020Q107 |  | 3701050 | 23223 | SH |  | SOLE |  | 23223 | 0 | 0 |
| KEROS THERAPEUTICS INC | COM | 492327101 |  | 3992431 | 83141 | SH |  | SOLE |  | 65489 | 0 | 17652 |
| LAM RESEARCH CORP | COM | 512807108 |  | 370409970 | 881299 | SH |  | SOLE |  | 758959 | 62030 | 60310 |
| LANCASTER COLONY CORP | COM | 513847103 |  | 19393801 | 98296 | SH |  | SOLE |  | 98296 | 0 | 0 |
| LANDSTAR SYS INC | COM | 515098101 |  | 28001044 | 171891 | SH |  | SOLE |  | 171891 | 0 | 0 |
| LESLIES INC | COM | 527064109 |  | 24472027 | 2004261 | SH |  | SOLE |  | 2004261 | 0 | 0 |
| LINCOLN ELEC HLDGS INC | COM | 533900106 |  | 4299878 | 29759 | SH |  | SOLE |  | 29759 | 0 | 0 |
| LINDE PLC | SHS | G5494J103 |  | 123432057 | 378417 | SH |  | SOLE |  | 377364 | 0 | 1053 |
| LPL FINL HLDGS INC | COM | 50212V100 |  | 552590183 | 2556276 | SH |  | SOLE |  | 2221535 | 170360 | 164381 |
| LULULEMON ATHLETICA INC | COM | 550021109 |  | 814473560 | 2542211 | SH |  | SOLE |  | 2530660 | 0 | 11551 |
| MACOM TECH SOLUTIONS HLDGS I | COM | 55405Y100 |  | 12675418 | 201261 | SH |  | SOLE |  | 166490 | 0 | 34771 |
| MASCO CORP | COM | 574599106 |  | 3291682 | 70531 | SH |  | SOLE |  | 70531 | 0 | 0 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 2445585 | 7033 | SH |  | SOLE |  | 7033 | 0 | 0 |
| MATADOR RES CO | COM | 576485205 |  | 13532566 | 236418 | SH |  | SOLE |  | 186192 | 0 | 50226 |
| MCKESSON CORP | COM | 58155Q103 |  | 352211797 | 938931 | SH |  | SOLE |  | 811122 | 65050 | 62759 |
| MERCADOLIBRE INC | COM | 58733R102 |  | 8749275 | 10339 | SH |  | SOLE |  | 10339 | 0 | 0 |
| MERCURY SYS INC | COM | 589378108 |  | 11723580 | 262038 | SH |  | SOLE |  | 203582 | 0 | 58456 |
| MERIDIANLINK INC | COMMON STOCK | 58985J105 |  | 13504540 | 983579 | SH |  | SOLE |  | 983579 | 0 | 0 |
| METTLER TOLEDO INTERNATIONAL | COM | 592688105 |  | 1390720927 | 962137 | SH |  | SOLE |  | 916773 | 21408 | 23956 |
| MICROSOFT CORP | COM | 594918104 |  | 363426346 | 1515413 | SH |  | SOLE |  | 1315148 | 101600 | 98665 |
| MKS INSTRS INC | COM | 55306N104 |  | 3751082 | 44271 | SH |  | SOLE |  | 44271 | 0 | 0 |
| MONSTER BEVERAGE CORP NEW | COM | 61174X109 |  | 3513040 | 34601 | SH |  | SOLE |  | 34601 | 0 | 0 |
| MSCI INC | COM | 55354G100 |  | 379430331 | 815681 | SH |  | SOLE |  | 701289 | 57910 | 56482 |
| NANOSTRING TECHNOLOGIES INC | COM | 63009R109 |  | 3799976 | 476785 | SH |  | SOLE |  | 386362 | 0 | 90423 |
| NATERA INC | COM | 632307104 |  | 5187755 | 129145 | SH |  | SOLE |  | 109579 | 0 | 19566 |
| NETFLIX INC | COM | 64110L106 |  | 1769280 | 6000 | SH |  | SOLE |  | 6000 | 0 | 0 |
| NICE LTD | SPONSORED ADR | 653656108 |  | 953616 | 4959 | SH |  | SOLE |  | 4959 | 0 | 0 |
| NOVANTA INC | COM | 67000B104 |  | 7424616 | 54645 | SH |  | SOLE |  | 54645 | 0 | 0 |
| NOVO-NORDISK A S | ADR | 670100205 |  | 484615470 | 3580726 | SH |  | SOLE |  | 3576986 | 0 | 3740 |
| NUVASIVE INC | COM | 670704105 |  | 10323279 | 250322 | SH |  | SOLE |  | 209881 | 0 | 40441 |
| OLD DOMINION FREIGHT LINE IN | COM | 679580100 |  | 316594900 | 1115635 | SH |  | SOLE |  | 968131 | 75230 | 72274 |
| OLLIES BARGAIN OUTLET HLDGS | COM | 681116109 |  | 19411667 | 414425 | SH |  | SOLE |  | 414425 | 0 | 0 |
| PAYCOM SOFTWARE INC | COM | 70432V102 |  | 12375473 | 39881 | SH |  | SOLE |  | 39881 | 0 | 0 |
| PENUMBRA INC | COM | 70975L107 |  | 14635198 | 65788 | SH |  | SOLE |  | 51842 | 0 | 13946 |
| PERFORMANCE FOOD GROUP CO | COM | 71377A103 |  | 17259267 | 295586 | SH |  | SOLE |  | 229160 | 0 | 66426 |
| PERMIAN RESOURCES CORP | CLASS A COM | 71424F105 |  | 7426620 | 790066 | SH |  | SOLE |  | 624104 | 0 | 165962 |
| PINNACLE FINL PARTNERS INC | COM | 72346Q104 |  | 12526884 | 170666 | SH |  | SOLE |  | 129306 | 0 | 41360 |
| PLANET FITNESS INC | CL A | 72703H101 |  | 17630318 | 223735 | SH |  | SOLE |  | 177876 | 0 | 45859 |
| POWER INTEGRATIONS INC | COM | 739276103 |  | 10196002 | 142164 | SH |  | SOLE |  | 114572 | 0 | 27592 |
| PRIMERICA INC | COM | 74164M108 |  | 15932768 | 112345 | SH |  | SOLE |  | 86619 | 0 | 25726 |
| PROCORE TECHNOLOGIES INC | COM | 74275K108 |  | 32790289 | 695004 | SH |  | SOLE |  | 613265 | 46500 | 35239 |
| PTC INC | COM | 69370C100 |  | 3856765 | 32129 | SH |  | SOLE |  | 32129 | 0 | 0 |
| R1 RCM INC | COM | 77634L105 |  | 6433815 | 587563 | SH |  | SOLE |  | 587563 | 0 | 0 |
| RELX PLC | SPONSORED ADR | 759530108 |  | 1686568 | 60843 | SH |  | SOLE |  | 60843 | 0 | 0 |
| REPLIGEN CORP | COM | 759916109 |  | 271231572 | 1601982 | SH |  | SOLE |  | 1389612 | 102490 | 109880 |
| RESMED INC | COM | 761152107 |  | 797687879 | 3832642 | SH |  | SOLE |  | 3815781 | 0 | 16861 |
| REXFORD INDL RLTY INC | COM | 76169C100 |  | 16068203 | 294074 | SH |  | SOLE |  | 238032 | 0 | 56042 |
| ROCKET PHARMACEUTICALS INC | COM | 77313F106 |  | 4925730 | 251698 | SH |  | SOLE |  | 207804 | 0 | 43894 |
| RYANAIR HOLDINGS PLC | SPONSORED ADS | 783513203 |  | 472633 | 6322 | SH |  | SOLE |  | 6322 | 0 | 0 |
| SAIA INC | COM | 78709Y105 |  | 13471730 | 64249 | SH |  | SOLE |  | 51502 | 0 | 12747 |
| SCHLUMBERGER LTD | COM STK | 806857108 |  | 1704038 | 31875 | SH |  | SOLE |  | 31875 | 0 | 0 |
| SCIENCE APPLICATIONS INTL CO | COM | 808625107 |  | 9650023 | 86992 | SH |  | SOLE |  | 79410 | 0 | 7582 |
| SERVICENOW INC | COM | 81762P102 |  | 185354274 | 477385 | SH |  | SOLE |  | 411763 | 33425 | 32197 |
| SHIFT4 PMTS INC | CL A | 82452J109 |  | 14092067 | 251959 | SH |  | SOLE |  | 200131 | 0 | 51828 |
| SHOCKWAVE MED INC | COM | 82489T104 |  | 9738306 | 47363 | SH |  | SOLE |  | 38723 | 0 | 8640 |
| SHOPIFY INC | CL A | 82509L107 |  | 5821978 | 167732 | SH |  | SOLE |  | 167732 | 0 | 0 |
| SIMULATIONS PLUS INC | COM | 829214105 |  | 1465652 | 40078 | SH |  | SOLE |  | 40078 | 0 | 0 |
| SITEONE LANDSCAPE SUPPLY INC | COM | 82982L103 |  | 2966084 | 25282 | SH |  | SOLE |  | 25282 | 0 | 0 |
| SMARTSHEET INC | COM CL A | 83200N103 |  | 14368329 | 365049 | SH |  | SOLE |  | 296711 | 0 | 68338 |
| SNOWFLAKE INC | CL A | 833445109 |  | 228760416 | 1593705 | SH |  | SOLE |  | 1388554 | 104350 | 100801 |
| SONY GROUP CORPORATION | SPONSORED ADR | 835699307 |  | 1881980 | 24672 | SH |  | SOLE |  | 24672 | 0 | 0 |
| SP PLUS CORP | COM | 78469C103 |  | 11397118 | 328258 | SH |  | SOLE |  | 328258 | 0 | 0 |
| SPROUT SOCIAL INC | COM CL A | 85209W109 |  | 10207460 | 180791 | SH |  | SOLE |  | 147069 | 0 | 33722 |
| SPS COMM INC | COM | 78463M107 |  | 13379324 | 104176 | SH |  | SOLE |  | 84249 | 0 | 19927 |
| STERIS PLC | SHS USD | G8473T100 |  | 1027572903 | 5563771 | SH |  | SOLE |  | 5538290 | 0 | 25481 |
| STEVANATO GROUP S P A | ORD SHS | T9224W109 |  | 15380631 | 855906 | SH |  | SOLE |  | 855906 | 0 | 0 |
| STRYKER CORPORATION | COM | 863667101 |  | 496065565 | 2028981 | SH |  | SOLE |  | 1745652 | 142185 | 141144 |
| SURGERY PARTNERS INC | COM | 86881A100 |  | 10730976 | 385175 | SH |  | SOLE |  | 309081 | 0 | 76094 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 |  | 2931330 | 39352 | SH |  | SOLE |  | 39352 | 0 | 0 |
| TANDEM DIABETES CARE INC | COM NEW | 875372203 |  | 6771583 | 150647 | SH |  | SOLE |  | 121714 | 0 | 28933 |
| TE CONNECTIVITY LTD | SHS | H84989104 |  | 1000597 | 8716 | SH |  | SOLE |  | 8716 | 0 | 0 |
| TETRA TECH INC NEW | COM | 88162G103 |  | 15386510 | 105975 | SH |  | SOLE |  | 83160 | 0 | 22815 |
| TEXAS ROADHOUSE INC | COM | 882681109 |  | 12710626 | 139754 | SH |  | SOLE |  | 112214 | 0 | 27540 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 709028794 | 1287528 | SH |  | SOLE |  | 1110970 | 89380 | 87178 |
| THOMSON REUTERS CORP. | COM NEW | 884903709 |  | 202743797 | 1777363 | SH |  | SOLE |  | 1771942 | 0 | 5421 |
| THOUGHTWORKS HOLDING INC | COM | 88546E105 |  | 6736772 | 661116 | SH |  | SOLE |  | 661116 | 0 | 0 |
| TIMKEN CO | COM | 887389104 |  | 12369017 | 175025 | SH |  | SOLE |  | 138078 | 0 | 36947 |
| TOPGOLF CALLAWAY BRANDS CORP | COM | 131193104 |  | 11761698 | 595529 | SH |  | SOLE |  | 469244 | 0 | 126285 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 |  | 1675857 | 9970 | SH |  | SOLE |  | 9970 | 0 | 0 |
| TREX CO INC | COM | 89531P105 |  | 12505721 | 295434 | SH |  | SOLE |  | 233406 | 0 | 62028 |
| UFP INDUSTRIES INC | COM | 90278Q108 |  | 14118705 | 178154 | SH |  | SOLE |  | 140927 | 0 | 37227 |
| ULTRAGENYX PHARMACEUTICAL IN | COM | 90400D108 |  | 4483354 | 96770 | SH |  | SOLE |  | 73233 | 0 | 23537 |
| UNIFIRST CORP MASS | COM | 904708104 |  | 25017680 | 129632 | SH |  | SOLE |  | 129632 | 0 | 0 |
| UNILEVER PLC | SPON ADR NEW | 904767704 |  | 460350 | 9143 | SH |  | SOLE |  | 9143 | 0 | 0 |
| UNION PAC CORP | COM | 907818108 |  | 260328611 | 1257201 | SH |  | SOLE |  | 1091095 | 84220 | 81886 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 659542329 | 1243997 | SH |  | SOLE |  | 1074079 | 86490 | 83428 |
| VEEVA SYS INC | CL A COM | 922475108 |  | 9606306 | 59526 | SH |  | SOLE |  | 59526 | 0 | 0 |
| VERRA MOBILITY CORP | CL A COM STK | 92511U102 |  | 29553977 | 2136947 | SH |  | SOLE |  | 2136947 | 0 | 0 |
| VIRTUS INVT PARTNERS INC | COM | 92828Q109 |  | 21786063 | 113801 | SH |  | SOLE |  | 113801 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 547623988 | 2635849 | SH |  | SOLE |  | 2281802 | 179450 | 174597 |
| WASTE CONNECTIONS INC | COM | 94106B101 |  | 1197656879 | 9034829 | SH |  | SOLE |  | 8523954 | 246660 | 264215 |
| WATSCO INC | COM | 942622200 |  | 3654957 | 14655 | SH |  | SOLE |  | 14655 | 0 | 0 |
| WEX INC | COM | 96208T104 |  | 15678816 | 95807 | SH |  | SOLE |  | 75881 | 0 | 19926 |
| WILLSCOT MOBIL MINI HLDNG CO | COM CL A | 971378104 |  | 15446107 | 341955 | SH |  | SOLE |  | 262685 | 0 | 79270 |
| WINGSTOP INC | COM | 974155103 |  | 13880353 | 100860 | SH |  | SOLE |  | 81076 | 0 | 19784 |
| WNS HLDGS LTD | SPON ADR | 92932M101 |  | 110523863 | 1381721 | SH |  | SOLE |  | 1315264 | 0 | 66457 |
| WORKDAY INC | CL A | 98138H101 |  | 585655 | 3500 | SH |  | SOLE |  | 3500 | 0 | 0 |
| WYNDHAM HOTELS  RESORTS INC | COM | 98311A105 |  | 22866978 | 320670 | SH |  | SOLE |  | 320670 | 0 | 0 |
| YANDEX N V | SHS CLASS A | N97284108 |  | 0 | 1360802 | SH |  | SOLE |  | 1328058 | 0 | 32744 |
| YETI HLDGS INC | COM | 98585X104 |  | 4401457 | 106547 | SH |  | SOLE |  | 106547 | 0 | 0 |
| ZOOMINFO TECHNOLOGIES INC | COMMON STOCK | 98980F104 |  | 6766530 | 224727 | SH |  | SOLE |  | 224727 | 0 | 0 |
| ZTO EXPRESS CAYMAN INC | SPONSORED ADS A | 98980A105 |  | 55818744 | 2077363 | SH |  | SOLE |  | 2011394 | 0 | 65969 |

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