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
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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   477,528,248 24,988,396 SH   SOLE   24,988,396 0 0
ATS CORPORATION COM 00217Y104   5,308,950 181,408 SH   SOLE   179,764 0 1,644
ABBVIE INC COM 00287Y109   138,519,209 807,598 SH   SOLE   807,598 0 0
ACADIA HEALTHCARE COMPANY IN COM 00404A109   7,818,690 115,882 SH   SOLE   115,882 0 0
ACUSHNET HLDGS CORP COM 005098108   7,793,821 122,776 SH   SOLE   122,776 0 0
ADVANCED MICRO DEVICES INC COM 007903107   33,021,717 202,659 SH   SOLE   200,843 0 1,816
AGILYSYS INC COM 00847J105   22,216,123 213,260 SH   SOLE   213,260 0 0
AIRBNB INC COM CL A 009066101   1,321,759 8,717 SH   SOLE   8,717 0 0
AIR LEASE CORP CL A 00912X302   7,885,116 165,884 SH   SOLE   165,884 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   34,214,760 475,205 SH   SOLE   475,205 0 0
ALPHABET INC CAP STK CL A 02079K305   99,725,850 547,493 SH   SOLE   547,493 0 0
ALTRIA GROUP INC COM 02209S103   8,558,845 187,900 SH   SOLE   187,900 0 0
AMAZON COM INC COM 023135106   2,021,782 10,462 SH   SOLE   10,462 0 0
MIDCAP FINANCIAL INVSTMNT CO COM NEW 03761U502   44,478,035 2,937,783 SH   SOLE   2,937,783 0 0
APPLE INC COM 037833100   1,030,985 4,895 SH   SOLE   4,895 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105   19,613,873 101,175 SH   SOLE   101,175 0 0
ARCOSA INC COM 039653100   13,849,626 166,128 SH   SOLE   166,128 0 0
ASSURANT INC COM 04621X108   10,677,223 64,294 SH   SOLE   64,294 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108   38,293,021 491,469 SH   SOLE   482,242 0 9,227
AVANTOR INC COM 05352A100   16,364,861 772,187 SH   SOLE   772,187 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101   13,221,753 150,524 SH   SOLE   150,524 0 0
BELLRING BRANDS INC COMMON STOCK 07831C103   8,813,274 154,240 SH   SOLE   154,240 0 0
BENTLEY SYS INC COM CL B 08265T208   7,256,364 147,009 SH   SOLE   147,009 0 0
BHP GROUP LTD SPONSORED ADS 088606108   278,885 4,885 SH   SOLE   4,885 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101   13,292,949 161,446 SH   SOLE   161,446 0 0
BLUE OWL CAPITAL INC COM CL A 09581B103   15,814,213 891,723 SH   SOLE   882,331 0 9,392
BOOKING HOLDINGS INC COM 09857L108   66,613,933 16,815 SH   SOLE   16,763 0 52
BRIDGE INVT GROUP HLDGS INC COM CL A 10806B100   211,458 29,092 SH   SOLE   29,092 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   2,873,461 69,190 SH   SOLE   69,190 0 0
BROADCOM INC COM 11135F101   579,056,872 360,664 SH   SOLE   360,664 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   29,622,982 214,101 SH   SOLE   214,101 0 0
CCC INTELLIGENT SOLUTIONS HL COM 12510Q100   18,374,132 1,653,567 SH   SOLE   1,653,567 0 0
CME GROUP INC COM 12572Q105   247,281,907 1,257,792 SH   SOLE   1,257,792 0 0
CACI INTL INC CL A 127190304   39,362,057 91,512 SH   SOLE   91,512 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108   106,557,134 1,393,624 SH   SOLE   1,392,046 0 1,578
CAPITAL ONE FINL CORP COM 14040H105   30,169,224 217,907 SH   SOLE   217,907 0 0
CASELLA WASTE SYS INC CL A 147448104   30,640,066 308,747 SH   SOLE   308,747 0 0
CELSIUS HLDGS INC COM NEW 15118V207   5,715,451 100,113 SH   SOLE   100,113 0 0
CENTRAIS ELETRICAS BRASILEIR SPON ADR PFD B 15234Q108   801,561 108,740 SH   SOLE   108,740 0 0
CHURCHILL DOWNS INC COM 171484108   7,071,717 50,657 SH   SOLE   50,657 0 0
CISCO SYS INC COM 17275R102   99,581,673 2,096,015 SH   SOLE   2,096,015 0 0
CITIGROUP INC COM NEW 172967424   444,543,519 7,005,098 SH   SOLE   7,005,098 0 0
CLEAN HARBORS INC COM 184496107   17,170,373 75,962 SH   SOLE   75,962 0 0
CLEARWATER ANALYTICS HLDGS I CL A 185123106   6,135,398 331,285 SH   SOLE   331,285 0 0
COHERENT CORP COM 19247G107   14,888,977 205,051 SH   SOLE   205,051 0 0
COMCAST HOLDINGS CORP ZONES CV2% PCS 200300507   8,828,802 157,910 PRN   SOLE   157,910 0 0
COSTCO WHSL CORP NEW COM 22160K105   10,872,706 12,792 SH   SOLE   12,792 0 0
CYTOKINETICS INC COM NEW 23282W605   13,697,300 252,811 SH   SOLE   252,811 0 0
DECKERS OUTDOOR CORP COM 243537107   10,794,354 11,159 SH   SOLE   11,159 0 0
DIAGEO PLC SPON ADR NEW 25243Q205   3,341,489 26,387 SH   SOLE   26,127 0 260
DIAMONDBACK ENERGY INC COM 25278X109   508,578 2,501 SH   SOLE   2,501 0 0
DIGITALBRIDGE GROUP INC CL A NEW 25401T603   12,444,828 909,424 SH   SOLE   909,424 0 0
ASPEN TECHNOLOGY INC COM 29109X106   8,869,472 44,651 SH   SOLE   44,651 0 0
ENBRIDGE INC COM 29250N105   127,436,650 3,581,161 SH   SOLE   3,581,161 0 0
ENTEGRIS INC COM 29362U104   11,278,824 83,168 SH   SOLE   83,168 0 0
EQUITABLE HLDGS INC COM 29452E101   215,250,194 5,267,993 SH   SOLE   5,267,993 0 0
META PLATFORMS INC CL A 30303M102   121,824,594 241,610 SH   SOLE   241,610 0 0
FREEPORT-MCMORAN INC CL B 35671D857   66,945,264 1,377,019 SH   SOLE   1,377,019 0 0
FRESHPET INC COM 358039105   8,816,893 68,142 SH   SOLE   68,142 0 0
GLAUKOS CORP COM 377322102   3,562,690 30,103 SH   SOLE   30,103 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109   9,850,856 33,174 SH   SOLE   33,174 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   49,521,774 772,925 SH   SOLE   763,800 0 9,125
HOME DEPOT INC COM 437076102   175,660,853 510,286 SH   SOLE   510,286 0 0
H WORLD GROUP LTD SPONSORED ADS 44332N106   633,888 19,784 SH   SOLE   19,784 0 0
HYATT HOTELS CORP COM CL A 448579102   2,733,649 17,994 SH   SOLE   17,994 0 0
ITT INC COM 45073V108   11,998,701 92,953 SH   SOLE   92,953 0 0
ICICI BANK LIMITED ADR 45104G104   6,802,979 234,725 SH   SOLE   234,725 0 0
INFOSYS LTD SPONSORED ADR 456788108   1,095,037 57,392 SH   SOLE   57,392 0 0
ING GROEP N.V. SPONSORED ADR 456837103   8,056,420 465,914 SH   SOLE   461,342 0 4,572
INSPIRE MED SYS INC COM 457730109   3,453,885 25,808 SH   SOLE   25,808 0 0
INVESCO DB MULTI-SECTOR COMM BASE METALS FD 46140H700   693,058 34,412 SH   SOLE   34,412 0 0
ISHARES TR MSCI EMG MKT ETF 464287234   577,450 13,558 SH   SOLE   13,558 0 0
ISHARES TR MSCI EAFE ETF 464287465   8,366,377 106,809 SH   SOLE   105,352 0 1,457
ISHARES TR MSCI ACWI EX US 464288240   10,532,616 198,242 SH   SOLE   196,478 0 1,764
ITAU UNIBANCO HLDG S A SPON ADR REP PFD 465562106   1,083,578 183,245 SH   SOLE   183,245 0 0
JPMORGAN CHASE & CO COM 46625H100   202,699,107 1,002,171 SH   SOLE   1,002,171 0 0
JACOBS SOLUTIONS INC COM 46982L108   865,643 6,196 SH   SOLE   6,196 0 0
KB FINL GROUP INC SPONSORED ADR 48241A105   847,864 14,239 SH   SOLE   14,239 0 0
KANZHUN LIMITED SPONSORED ADS 48553T106   8,666,869 461,797 SH   SOLE   460,567 0 1,230
KEMPER CORP COM 488401100   11,116,162 187,429 SH   SOLE   187,429 0 0
KITE RLTY GROUP TR COM NEW 49803T300   9,547,540 426,759 SH   SOLE   426,759 0 0
LPL FINL HLDGS INC COM 50212V100   14,142,480 50,683 SH   SOLE   50,683 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109   29,090,521 129,533 SH   SOLE   129,533 0 0
LAUDER ESTEE COS INC CL A 518439104   23,727,740 223,002 SH   SOLE   222,882 0 120
LIBERTY ENERGY INC COM CL A 53115L104   8,117,991 389,124 SH   SOLE   389,124 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   5,673,708 78,977 SH   SOLE   78,977 0 0
MYR GROUP INC DEL COM 55405W104   17,509,983 129,025 SH   SOLE   129,025 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100   10,168,221 91,022 SH   SOLE   91,022 0 0
MASTERCARD INCORPORATED CL A 57636Q104   50,213,279 113,798 SH   SOLE   112,648 0 1,150
MATADOR RES CO COM 576485205   10,041,289 168,478 SH   SOLE   168,478 0 0
MERCADOLIBRE INC COM 58733R102   57,741,799 35,117 SH   SOLE   34,885 0 232
MERCK & CO INC COM 58933Y105   231,660,007 1,871,244 SH   SOLE   1,871,244 0 0
MICROSOFT CORP COM 594918104   6,264,451 14,016 SH   SOLE   14,016 0 0
MICRON TECHNOLOGY INC COM 595112103   28,832,768 219,401 SH   SOLE   216,820 0 2,581
MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104   12,041,352 1,105,928 SH   SOLE   1,094,712 0 11,216
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104   29,464,902 1,049,302 SH   SOLE   1,039,073 0 10,229
MONOLITHIC PWR SYS INC COM 609839105   5,377,074 6,544 SH   SOLE   6,544 0 0
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581206   43,058,439 553,694 SH   SOLE   553,330 0 364
NOVARTIS AG SPONSORED ADR 66987V109   830,388 7,800 SH   SOLE   7,800 0 0
NOVO-NORDISK A S ADR 670100205   105,684,490 740,368 SH   SOLE   732,885 0 7,483
NUTANIX INC CL A 67059N108   10,330,198 181,458 SH   SOLE   181,458 0 0
NVIDIA CORPORATION COM 67066G104   56,366,017 455,702 SH   SOLE   454,892 0 810
ONTO INNOVATION INC COM 683344105   7,758,592 35,337 SH   SOLE   35,337 0 0
OPEN TEXT CORP COM 683715106   3,847,589 128,100 SH   SOLE   128,100 0 0
ORANGE SPONSORED ADR 684060106   8,314,874 822,920 SH   SOLE   816,321 0 6,599
PJT PARTNERS INC COM CL A 69343T107   6,252,541 57,912 SH   SOLE   57,912 0 0
PNM RES INC COM 69349H107   9,919,289 268,606 SH   SOLE   268,606 0 0
PACIRA BIOSCIENCES INC COM 695127100   5,395,560 188,590 SH   SOLE   188,590 0 0
P T TELEKOMUNIKASI INDONESIA SPONSORED ADR 715684106   506,172 27,076 SH   SOLE   27,076 0 0
PETIQ INC COM CL A 71639T106   14,636,359 663,287 SH   SOLE   663,287 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408   110,800,408 7,646,681 SH   SOLE   7,646,681 0 0
PFIZER INC COM 717081103   274,302,182 9,803,509 SH   SOLE   9,803,509 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   24,267,564 182,419 SH   SOLE   182,419 0 0
PINNACLE FINL PARTNERS INC COM 72346Q104   11,539,952 144,372 SH   SOLE   144,372 0 0
POOL CORP COM 73278L105   11,387,480 37,061 SH   SOLE   37,061 0 0
PURE STORAGE INC CL A 74624M102   20,833,160 324,345 SH   SOLE   324,345 0 0
QUALCOMM INC COM 747525103   973,714 4,781 SH   SOLE   4,781 0 0
QUANTA SVCS INC COM 74762E102   475,705 1,868 SH   SOLE   1,868 0 0
RAMBUS INC DEL COM 750917106   4,716,842 80,273 SH   SOLE   80,273 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100   115,433,426 5,760,151 SH   SOLE   5,760,151 0 0
REPLIGEN CORP COM 759916109   4,614,426 36,605 SH   SOLE   36,605 0 0
REPAY HLDGS CORP COM CL A 76029L100   13,919,568 1,322,321 SH   SOLE   1,322,321 0 0
SHELL PLC SPON ADS 780259305   6,587,312 91,148 SH   SOLE   90,377 0 771
RYAN SPECIALTY HOLDINGS INC CL A 78351F107   7,108,337 122,748 SH   SOLE   122,748 0 0
SPDR GOLD TR GOLD SHS 78463V107   1,143,423 5,318 SH   SOLE   5,318 0 0
SAIA INC COM 78709Y105   6,231,222 13,138 SH   SOLE   13,138 0 0
SAP SE SPON ADR 803054204   8,022,478 39,727 SH   SOLE   39,323 0 404
SAREPTA THERAPEUTICS INC COM 803607100   6,348,756 40,182 SH   SOLE   40,182 0 0
SCHWAB CHARLES CORP COM 808513105   73,558,832 998,220 SH   SOLE   998,220 0 0
SCOTTS MIRACLE-GRO CO CL A 810186106   8,774,727 135,083 SH   SOLE   135,083 0 0
SEA LTD SPONSORD ADS 81141R100   20,257,762 283,552 SH   SOLE   281,162 0 2,390
SENDAS DISTRIBUIDORA S A SPON ADS 81689T104   684,747 67,944 SH   SOLE   67,944 0 0
SENSIENT TECHNOLOGIES CORP COM 81725T100   11,185,815 150,759 SH   SOLE   150,759 0 0
SERVICENOW INC COM 81762P102   5,074,808 6,451 SH   SOLE   6,451 0 0
SHIFT4 PMTS INC CL A 82452J109   6,043,600 82,394 SH   SOLE   82,394 0 0
SHOPIFY INC CL A 82509L107   24,488,236 370,640 SH   SOLE   367,310 0 3,330
SMITH DOUGLAS HOMES CORP COM SHS CL A 83207R107   4,975,030 212,790 SH   SOLE   212,790 0 0
SLR INVESTMENT CORP COM 83413U100   69,808,058 4,338,599 SH   SOLE   4,338,599 0 0
SONY GROUP CORP SPONSORED ADR 835699307   16,315,720 191,482 SH   SOLE   190,030 0 1,452
SUNOPTA INC COM 8676EP108   10,130,561 1,874,368 SH   SOLE   1,874,368 0 0
SURGERY PARTNERS INC COM 86881A100   2,214,302 93,077 SH   SOLE   93,077 0 0
TJX COS INC NEW COM 872540109   49,466,058 449,283 SH   SOLE   449,283 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   162,665,986 931,644 SH   SOLE   925,459 0 6,185
TC ENERGY CORP COM 87807B107   136,147,838 3,590,617 SH   SOLE   3,590,617 0 0
TECK RESOURCES LTD CL B 878742204   22,561,288 470,663 SH   SOLE   465,863 0 4,800
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109   13,710,393 974,570 SH   SOLE   974,570 0 0
TETRA TECH INC NEW COM 88162G103   13,256,643 64,831 SH   SOLE   64,831 0 0
TOTALENERGIES SE SPONSORED ADS 89151E109   24,187,175 360,482 SH   SOLE   354,979 0 5,503
TRADEWEB MKTS INC CL A 892672106   3,849,602 36,317 SH   SOLE   36,317 0 0
TRANSUNION COM 89400J107   18,012,557 242,698 SH   SOLE   242,698 0 0
TRIP COM GROUP LTD ADS 89677Q107   12,991,808 275,934 SH   SOLE   275,934 0 0
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775   346,972 5,917 SH   SOLE   5,917 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   27,647,331 319,035 SH   SOLE   319,035 0 0
VESTA REAL ESTATE CORP ADS 92540K109   11,000,767 366,462 SH   SOLE   366,462 0 0
VISA INC COM CL A 92826C839   11,761,124 44,809 SH   SOLE   44,418 0 391
VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS 92837L109   10,324,826 227,024 SH   SOLE   227,024 0 0
VISTRA CORP COM 92840M102   674,341 7,843 SH   SOLE   7,843 0 0
VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308   5,581,801 626,574 SH   SOLE   620,590 0 5,984
WALKER & DUNLOP INC COM 93148P102   10,640,299 108,478 SH   SOLE   108,478 0 0
ELME COMMUNITIES SH BEN INT 939653101   39,118,791 2,455,668 SH   SOLE   2,455,668 0 0
WASTE CONNECTIONS INC COM 94106B101   12,281,162 70,034 SH   SOLE   70,034 0 0
WESTERN ALLIANCE BANCORP COM 957638109   10,708,733 170,630 SH   SOLE   170,630 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104   5,201,810 138,199 SH   SOLE   138,199 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105   11,124,659 150,427 SH   SOLE   150,427 0 0
XPO INC COM 983793100   10,914,489 102,900 SH   SOLE   102,900 0 0
YUM CHINA HLDGS INC COM 98850P109   8,084,458 262,142 SH   SOLE   262,142 0 0
BBB FOODS INC CL A COM G0896C103   13,387,521 560,388 SH   SOLE   556,447 0 3,941
CREDICORP LTD COM G2519Y108   12,265,152 76,009 SH   SOLE   76,009 0 0
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105   8,112,313 253,986 SH   SOLE   253,986 0 0
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109   715,013 201,412 SH   SOLE   201,412 0 0
ICON PLC SHS G4705A100   38,463,690 122,650 SH   SOLE   121,376 0 1,274
LINDE PLC SHS G54950103   112,219,728 253,541 SH   SOLE   253,242 0 299
MEDTRONIC PLC SHS G5960L103   143,809,939 1,827,086 SH   SOLE   1,827,086 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   31,617,964 2,453,222 SH   SOLE   2,438,112 0 15,110
SHARKNINJA INC COM SHS G8068L108   17,309,894 230,419 SH   SOLE   230,419 0 0
TECHNIPFMC PLC COM G87110105   21,654,400 828,068 SH   SOLE   828,068 0 0
ALCON AG ORD SHS H01301128   49,970,696 553,074 SH   SOLE   552,368 0 706
ON HLDG AG NAMEN AKT A H5919C104   6,582,304 169,647 SH   SOLE   169,647 0 0
GLOBANT S A COM L44385109   26,995,774 151,396 SH   SOLE   150,272 0 1,124
CYBERARK SOFTWARE LTD SHS M2682V108   7,829,382 28,635 SH   SOLE   28,635 0 0
JFROG LTD ORD SHS M6191J100   4,879,623 129,950 SH   SOLE   129,950 0 0
MONDAY COM LTD SHS M7S64H106   6,832,769 28,380 SH   SOLE   28,380 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   45,064,707 43,909 SH   SOLE   42,977 0 932
FERRARI N V COM N3167Y103   32,500,913 79,521 SH   SOLE   78,687 0 834
FERROVIAL SE COM N3168P101   7,838,000 194,989 SH   SOLE   193,014 0 1,975
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100   187,967,882 1,964,958 SH   SOLE   1,964,958 0 0
STELLANTIS N.V SHS N82405106   42,361,999 2,139,943 SH   SOLE   2,139,943 0 0
STEVANATO GROUP S P A ORD SHS T9224W109   13,690,265 746,218 SH   SOLE   745,339 0 879
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109   2,099,689 24,580 SH   SOLE   24,580 0 0