The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AT&T INC COM 00206R102   360,389,410 20,476,671 SH   SOLE   20,476,671 0 0
ATS CORPORATION COM 00217Y104   5,470,501 178,450 SH   SOLE   176,940 0 1,510
ABBVIE INC COM 00287Y109   147,063,596 807,598 SH   SOLE   807,598 0 0
ACADIA HEALTHCARE COMPANY IN COM 00404A109   9,546,347 120,706 SH   SOLE   120,706 0 0
AECOM COM 00766T100   12,046,634 122,841 SH   SOLE   122,841 0 0
ADVANCED MICRO DEVICES INC COM 007903107   31,987,804 177,747 SH   SOLE   176,148 0 1,599
AGILYSYS INC COM 00847J105   18,747,370 222,541 SH   SOLE   222,541 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   21,760,027 300,719 SH   SOLE   300,719 0 0
ALPHABET INC CAP STK CL A 02079K305   82,721,714 548,080 SH   SOLE   548,080 0 0
ALTRIA GROUP INC COM 02209S103   8,196,198 187,900 SH   SOLE   187,900 0 0
AMAZON COM INC COM 023135106   1,760,509 9,760 SH   SOLE   9,760 0 0
MIDCAP FINANCIAL INVSTMNT CO COM NEW 03761U502   44,184,256 2,937,783 SH   SOLE   2,937,783 0 0
APPLE INC COM 037833100   1,543,663 9,002 SH   SOLE   9,002 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105   21,663,202 109,669 SH   SOLE   109,669 0 0
ARCOSA INC COM 039653100   13,249,260 154,393 SH   SOLE   154,393 0 0
ARM HOLDINGS PLC SPONSORED ADR 042068205   1,333,518 10,669 SH   SOLE   10,669 0 0
ASSURANT INC COM 04621X108   12,587,733 66,960 SH   SOLE   66,960 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108   33,955,837 501,227 SH   SOLE   492,237 0 8,990
AVANTOR INC COM 05352A100   20,319,476 794,578 SH   SOLE   794,578 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101   13,608,656 179,816 SH   SOLE   179,816 0 0
BELLRING BRANDS INC COMMON STOCK 07831C103   9,104,787 154,240 SH   SOLE   154,240 0 0
BENTLEY SYS INC COM CL B 08265T208   8,256,922 158,118 SH   SOLE   158,118 0 0
BHP GROUP LTD SPONSORED ADS 088606108   281,816 4,885 SH   SOLE   4,885 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101   14,410,213 164,992 SH   SOLE   164,992 0 0
BLUE OWL CAPITAL INC COM CL A 09581B103   20,595,275 1,091,333 SH   SOLE   1,081,910 0 9,423
BOOKING HOLDINGS INC COM 09857L108   61,103,197 16,843 SH   SOLE   16,791 0 52
BRIDGE INVT GROUP HLDGS INC COM CL A 10806B100   5,357,677 783,353 SH   SOLE   783,353 0 0
BROADCOM INC COM 11135F101   494,320,937 372,957 SH   SOLE   372,957 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   23,011,937 110,460 SH   SOLE   110,460 0 0
CCC INTELLIGENT SOLUTIONS HL COM 12510Q100   20,283,777 1,696,534 SH   SOLE   1,696,534 0 0
CME GROUP INC COM 12572Q105   270,790,040 1,257,792 SH   SOLE   1,257,792 0 0
CACI INTL INC CL A 127190304   37,659,869 99,411 SH   SOLE   99,411 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108   109,332,467 1,278,149 SH   SOLE   1,276,654 0 1,495
CAPITAL ONE FINL CORP COM 14040H105   32,481,545 218,158 SH   SOLE   218,158 0 0
CASELLA WASTE SYS INC CL A 147448104   31,316,222 316,980 SH   SOLE   316,980 0 0
CELSIUS HLDGS INC COM NEW 15118V207   8,301,370 100,113 SH   SOLE   100,113 0 0
CENTRAIS ELETRICAS BRASILEIR SPON ADR PFD B 15234Q108   1,047,150 112,950 SH   SOLE   112,950 0 0
CHIMERA INVT CORP COM NEW 16934Q208   68,495,237 14,857,969 SH   SOLE   14,857,969 0 0
CHURCHILL DOWNS INC COM 171484108   6,268,804 50,657 SH   SOLE   50,657 0 0
CISCO SYS INC COM 17275R102   90,677,237 1,816,815 SH   SOLE   1,816,815 0 0
CITIGROUP INC COM NEW 172967424   444,193,966 7,023,940 SH   SOLE   7,023,940 0 0
CLEAN HARBORS INC COM 184496107   16,284,133 80,876 SH   SOLE   80,876 0 0
CLEARWATER ANALYTICS HLDGS I CL A 185123106   5,860,432 331,285 SH   SOLE   331,285 0 0
COHERENT CORP COM 19247G107   12,805,896 211,558 SH   SOLE   211,558 0 0
COMCAST HOLDINGS CORP ZONES CV2% PCS 200300507   8,686,564 157,910 PRN   SOLE   157,910 0 0
CONMED CORP COM 207410101   8,935,841 111,667 SH   SOLE   111,667 0 0
COSTCO WHSL CORP NEW COM 22160K105   16,696,283 22,845 SH   SOLE   22,751 0 94
CYTOKINETICS INC COM NEW 23282W605   5,872,484 83,761 SH   SOLE   83,761 0 0
DECKERS OUTDOOR CORP COM 243537107   12,632,643 13,447 SH   SOLE   13,447 0 0
DIAGEO PLC SPON ADR NEW 25243Q205   21,687,685 146,203 SH   SOLE   143,202 0 3,001
DIAMONDBACK ENERGY INC COM 25278X109   519,524 2,515 SH   SOLE   2,515 0 0
DIGITALBRIDGE GROUP INC CL A NEW 25401T603   18,021,553 936,232 SH   SOLE   936,232 0 0
ASPEN TECHNOLOGY INC COM 29109X106   9,916,451 46,501 SH   SOLE   46,501 0 0
ENBRIDGE INC COM 29250N105   130,303,353 3,595,427 SH   SOLE   3,595,427 0 0
ENTEGRIS INC COM 29362U104   11,870,457 84,539 SH   SOLE   84,539 0 0
EQUITABLE HLDGS INC COM 29452E101   200,236,414 5,267,993 SH   SOLE   5,267,993 0 0
META PLATFORMS INC CL A 30303M102   116,789,274 240,515 SH   SOLE   240,515 0 0
FREEPORT-MCMORAN INC CL B 35671D857   68,206,706 1,450,024 SH   SOLE   1,450,024 0 0
FRESHPET INC COM 358039105   8,319,096 71,803 SH   SOLE   71,803 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109   10,080,130 34,552 SH   SOLE   34,552 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   29,893,984 530,452 SH   SOLE   523,876 0 6,576
HARMONIC INC COM 413160102   8,259,304 615,026 SH   SOLE   615,026 0 0
HOME DEPOT INC COM 437076102   195,745,710 510,286 SH   SOLE   510,286 0 0
H WORLD GROUP LTD SPONSORED ADS 44332N106   783,637 19,747 SH   SOLE   19,747 0 0
ITT INC COM 45073V108   15,304,868 112,601 SH   SOLE   112,601 0 0
ICICI BANK LIMITED ADR 45104G104   6,083,377 231,892 SH   SOLE   231,892 0 0
INFOSYS LTD SPONSORED ADR 456788108   1,028,274 57,469 SH   SOLE   57,469 0 0
ING GROEP N.V. SPONSORED ADR 456837103   8,321,602 501,005 SH   SOLE   496,413 0 4,592
INSPIRE MED SYS INC COM 457730109   5,543,300 25,808 SH   SOLE   25,808 0 0
INVESCO DB MULTI-SECTOR COMM AGRICULTURE FD 46140H106   490,793 19,822 SH   SOLE   19,822 0 0
INVESCO DB MULTI-SECTOR COMM BASE METALS FD 46140H700   618,040 34,412 SH   SOLE   34,412 0 0
ISHARES TR MSCI EMG MKT ETF 464287234   319,523 7,778 SH   SOLE   7,778 0 0
ISHARES TR MSCI EAFE ETF 464287465   4,600,448 57,607 SH   SOLE   56,592 0 1,015
ISHARES TR MSCI ACWI EX US 464288240   6,922,625 129,662 SH   SOLE   128,796 0 866
ITAU UNIBANCO HLDG S A SPON ADR REP PFD 465562106   1,226,162 181,581 SH   SOLE   181,581 0 0
JPMORGAN CHASE & CO COM 46625H100   316,452,167 1,579,891 SH   SOLE   1,579,891 0 0
JACOBS SOLUTIONS INC COM 46982L108   952,511 6,196 SH   SOLE   6,196 0 0
KB FINL GROUP INC SPONSORED ADR 48241A105   724,251 13,997 SH   SOLE   13,997 0 0
KANZHUN LIMITED SPONSORED ADS 48553T106   25,966,765 1,478,071 SH   SOLE   1,476,851 0 1,220
KEMPER CORP COM 488401100   12,057,407 195,204 SH   SOLE   195,204 0 0
KITE RLTY GROUP TR COM NEW 49803T300   9,621,776 444,493 SH   SOLE   444,493 0 0
LPL FINL HLDGS INC COM 50212V100   14,729,009 55,771 SH   SOLE   55,771 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109   27,603,482 129,533 SH   SOLE   129,533 0 0
LAUDER ESTEE COS INC CL A 518439104   10,318,647 66,939 SH   SOLE   66,939 0 0
LIBERTY ENERGY INC COM CL A 53115L104   7,564,621 364,227 SH   SOLE   364,227 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   5,180,891 78,977 SH   SOLE   78,977 0 0
MYR GROUP INC DEL COM 55405W104   23,421,850 132,514 SH   SOLE   132,514 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100   9,087,728 94,819 SH   SOLE   94,819 0 0
MASTERCARD INCORPORATED CL A 57636Q104   53,543,749 111,197 SH   SOLE   110,121 0 1,076
MATADOR RES CO COM 576485205   10,312,226 154,444 SH   SOLE   154,444 0 0
MERCADOLIBRE INC COM 58733R102   50,193,647 33,209 SH   SOLE   32,994 0 215
MERCK & CO INC COM 58933Y105   246,910,646 1,871,244 SH   SOLE   1,871,244 0 0
MICROSOFT CORP COM 594918104   5,896,812 14,016 SH   SOLE   14,016 0 0
MICRON TECHNOLOGY INC COM 595112103   27,734,145 233,923 SH   SOLE   231,003 0 2,920
MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104   4,449,649 435,141 SH   SOLE   431,022 0 4,119
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104   28,104,591 874,610 SH   SOLE   866,024 0 8,586
MONOLITHIC PWR SYS INC COM 609839105   4,596,972 6,786 SH   SOLE   6,786 0 0
NETEASE INC SPONSORED ADS 64110W102   12,388,153 119,727 SH   SOLE   119,727 0 0
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581206   15,417,762 177,658 SH   SOLE   177,658 0 0
NOVARTIS AG SPONSORED ADR 66987V109   754,494 7,800 SH   SOLE   7,800 0 0
NOVO-NORDISK A S ADR 670100205   97,790,938 761,713 SH   SOLE   754,226 0 7,487
NVIDIA CORPORATION COM 67066G104   48,716,430 53,971 SH   SOLE   53,890 0 81
ONTO INNOVATION INC COM 683344105   6,708,833 37,049 SH   SOLE   37,049 0 0
OPEN TEXT CORP COM 683715106   1,657,909 42,700 SH   SOLE   42,700 0 0
ORANGE SPONSORED ADR 684060106   10,660,741 909,419 SH   SOLE   901,505 0 7,914
PJT PARTNERS INC COM CL A 69343T107   5,690,810 60,310 SH   SOLE   60,310 0 0
PNM RES INC COM 69349H107   11,642,005 309,348 SH   SOLE   309,348 0 0
P T TELEKOMUNIKASI INDONESIA SPONSORED ADR 715684106   619,083 28,461 SH   SOLE   28,461 0 0
PETIQ INC COM CL A 71639T106   12,629,992 690,980 SH   SOLE   690,980 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408   116,306,018 7,646,681 SH   SOLE   7,646,681 0 0
PFIZER INC COM 717081103   246,735,046 8,891,353 SH   SOLE   8,891,353 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   21,022,607 180,737 SH   SOLE   180,737 0 0
PINNACLE FINL PARTNERS INC COM 72346Q104   12,951,644 150,972 SH   SOLE   150,972 0 0
POOL CORP COM 73278L105   15,350,184 38,057 SH   SOLE   38,057 0 0
PURE STORAGE INC CL A 74624M102   17,525,248 336,842 SH   SOLE   336,842 0 0
QORVO INC COM 74736K101   14,560,903 126,804 SH   SOLE   126,804 0 0
QUALCOMM INC COM 747525103   88,095,867 520,290 SH   SOLE   520,290 0 0
QUANTA SVCS INC COM 74762E102   492,524 1,878 SH   SOLE   1,878 0 0
RAMBUS INC DEL COM 750917106   4,961,674 80,273 SH   SOLE   80,273 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100   169,573,542 8,059,579 SH   SOLE   8,059,579 0 0
REPLIGEN CORP COM 759916109   6,732,392 36,605 SH   SOLE   36,605 0 0
REPAY HLDGS CORP COM CL A 76029L100   15,668,608 1,427,728 SH   SOLE   1,427,728 0 0
SHELL PLC SPON ADS 780259305   6,560,971 96,705 SH   SOLE   95,936 0 769
RYAN SPECIALTY HOLDINGS INC CL A 78351F107   7,178,037 129,334 SH   SOLE   129,334 0 0
SPDR GOLD TR GOLD SHS 78463V107   1,094,019 5,318 SH   SOLE   5,318 0 0
SAIA INC COM 78709Y105   7,685,730 13,138 SH   SOLE   13,138 0 0
SAP SE SPON ADR 803054204   8,338,840 42,914 SH   SOLE   42,510 0 404
SAREPTA THERAPEUTICS INC COM 803607100   4,695,644 36,271 SH   SOLE   36,271 0 0
SCHWAB CHARLES CORP COM 808513105   72,211,235 998,220 SH   SOLE   998,220 0 0
SCOTTS MIRACLE-GRO CO CL A 810186106   10,327,964 138,438 SH   SOLE   138,438 0 0
SEA LTD SPONSORD ADS 81141R100   9,169,193 170,717 SH   SOLE   169,375 0 1,342
SENDAS DISTRIBUIDORA S A SPON ADS 81689T104   1,033,448 71,720 SH   SOLE   71,720 0 0
SENSIENT TECHNOLOGIES CORP COM 81725T100   11,557,887 166,990 SH   SOLE   166,990 0 0
SERVICENOW INC COM 81762P102   4,387,612 5,755 SH   SOLE   5,755 0 0
SHIFT4 PMTS INC CL A 82452J109   5,443,772 82,394 SH   SOLE   82,394 0 0
SHOCKWAVE MED INC COM 82489T104   10,999,781 33,780 SH   SOLE   33,780 0 0
SHOPIFY INC CL A 82509L107   28,876,694 374,417 SH   SOLE   371,119 0 3,298
SLR INVESTMENT CORP COM 83413U100   66,597,495 4,338,599 SH   SOLE   4,338,599 0 0
SONY GROUP CORP SPONSORED ADR 835699307   14,498,792 169,503 SH   SOLE   168,379 0 1,124
SUNOPTA INC COM 8676EP108   13,178,968 1,920,851 SH   SOLE   1,920,851 0 0
SURGERY PARTNERS INC COM 86881A100   2,776,487 93,077 SH   SOLE   93,077 0 0
TJX COS INC NEW COM 872540109   48,568,111 478,881 SH   SOLE   478,881 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   138,916,114 1,018,135 SH   SOLE   1,012,130 0 6,005
TC ENERGY CORP COM 87807B107   101,657,742 2,527,812 SH   SOLE   2,527,812 0 0
TECK RESOURCES LTD CL B 878742204   31,301,452 683,637 SH   SOLE   677,222 0 6,415
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109   10,909,600 973,550 SH   SOLE   973,550 0 0
TETRA TECH INC NEW COM 88162G103   12,338,813 66,801 SH   SOLE   66,801 0 0
TOTALENERGIES SE SPONSORED ADS 89151E109   26,342,907 378,954 SH   SOLE   373,448 0 5,506
TRADEWEB MKTS INC CL A 892672106   3,783,142 36,317 SH   SOLE   36,317 0 0
TRANSUNION COM 89400J107   19,095,407 239,362 SH   SOLE   239,362 0 0
TRIP COM GROUP LTD ADS 89677Q107   9,861,616 223,682 SH   SOLE   223,682 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   29,105,625 356,230 SH   SOLE   356,230 0 0
VESTA REAL ESTATE CORP ADS 92540K109   14,429,285 366,487 SH   SOLE   366,487 0 0
VISA INC COM CL A 92826C839   12,620,805 45,222 SH   SOLE   44,830 0 392
VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS 92837L109   11,757,225 283,458 SH   SOLE   283,458 0 0
VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308   6,027,291 682,362 SH   SOLE   676,294 0 6,068
WALKER & DUNLOP INC COM 93148P102   11,127,417 110,264 SH   SOLE   110,264 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104   1,297,522 148,628 SH   SOLE   148,628 0 0
ELME COMMUNITIES SH BEN INT 939653101   34,182,899 2,455,668 SH   SOLE   2,455,668 0 0
WASTE CONNECTIONS INC COM 94106B101   12,046,548 70,034 SH   SOLE   70,034 0 0
WESTERN ALLIANCE BANCORP COM 957638109   11,114,941 173,433 SH   SOLE   173,433 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104   6,426,254 138,199 SH   SOLE   138,199 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105   10,298,590 134,361 SH   SOLE   134,361 0 0
XPO INC COM 983793100   13,099,625 107,147 SH   SOLE   107,147 0 0
YUM CHINA HLDGS INC COM 98850P109   9,712,978 244,106 SH   SOLE   244,106 0 0
BBB FOODS CL A ORD COM CL A G0896C103   18,668,000 785,912 SH   SOLE   782,120 0 3,792
CREDICORP LTD COM G2519Y108   12,886,662 75,955 SH   SOLE   75,955 0 0
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105   5,028,959 237,327 SH   SOLE   237,327 0 0
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109   643,550 199,527 SH   SOLE   199,527 0 0
ICON PLC SHS G4705A100   39,850,610 118,714 SH   SOLE   117,547 0 1,167
LINDE PLC SHS G54950103   103,071,017 219,444 SH   SOLE   219,182 0 262
MEDTRONIC PLC SHS G5960L103   109,063,170 1,251,442 SH   SOLE   1,251,442 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   25,569,635 2,142,916 SH   SOLE   2,131,075 0 11,841
SHARKNINJA INC COM SHS G8068L108   14,603,422 234,304 SH   SOLE   234,304 0 0
TECHNIPFMC PLC COM G87110105   22,412,346 891,297 SH   SOLE   891,297 0 0
ALCON AG ORD SHS H01301128   49,903,264 589,028 SH   SOLE   588,023 0 1,005
ON HLDG AG NAMEN AKT A H5919C104   6,002,111 169,647 SH   SOLE   169,647 0 0
GLOBANT S A COM L44385109   17,741,739 87,969 SH   SOLE   87,187 0 782
CYBERARK SOFTWARE LTD SHS M2682V108   6,567,702 24,725 SH   SOLE   24,725 0 0
JFROG LTD ORD SHS M6191J100   5,337,000 120,692 SH   SOLE   120,692 0 0
MONDAY COM LTD SHS M7S64H106   6,085,841 26,944 SH   SOLE   26,944 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   43,110,088 44,384 SH   SOLE   43,451 0 933
FERRARI N V COM N3167Y103   35,184,995 80,754 SH   SOLE   79,920 0 834
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100   200,570,466 1,960,994 SH   SOLE   1,960,994 0 0
STELLANTIS N.V SHS N82405106   127,174,953 4,474,043 SH   SOLE   4,474,043 0 0
STEVANATO GROUP S P A ORD SHS T9224W109   6,318,564 196,840 SH   SOLE   196,840 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109   1,682,803 24,376 SH   SOLE   24,376 0 0