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   628,296,891 27,593,188 SH   SOLE   27,593,188 0 0
ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS 00215W100   799,185 79,363 SH   SOLE   79,363 0 0
ABBVIE INC COM 00287Y109   144,310,170 812,100 SH   SOLE   812,100 0 0
ACUSHNET HLDGS CORP COM 005098108   10,906,231 153,436 SH   SOLE   153,436 0 0
ADVANCED MICRO DEVICES INC COM 007903107   22,567,679 186,834 SH   SOLE   184,992 0 1,842
AGILYSYS INC COM 00847J105   27,655,676 209,974 SH   SOLE   209,974 0 0
AIRBNB INC COM CL A 009066101   814,742 6,200 SH   SOLE   6,200 0 0
AIR LEASE CORP CL A 00912X302   7,995,532 165,848 SH   SOLE   165,848 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   42,219,739 497,933 SH   SOLE   497,933 0 0
ALPHABET INC CAP STK CL A 02079K305   98,534,625 520,521 SH   SOLE   520,521 0 0
AMAZON COM INC COM 023135106   2,648,696 12,073 SH   SOLE   12,073 0 0
MIDCAP FINANCIAL INVSTMNT CO COM NEW 03761U502   39,630,693 2,937,783 SH   SOLE   2,937,783 0 0
APPLE INC COM 037833100   1,063,784 4,248 SH   SOLE   4,248 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105   22,982,894 95,974 SH   SOLE   95,974 0 0
ARCOSA INC COM 039653100   15,957,843 164,956 SH   SOLE   164,956 0 0
ASSURANT INC COM 04621X108   13,695,334 64,231 SH   SOLE   64,231 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108   33,121,801 505,522 SH   SOLE   495,651 0 9,871
AVANTOR INC COM 05352A100   16,043,794 761,452 SH   SOLE   761,452 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101   13,446,371 150,491 SH   SOLE   150,491 0 0
BELLRING BRANDS INC COMMON STOCK 07831C103   1,198,207 15,904 SH   SOLE   15,904 0 0
BENTLEY SYS INC COM CL B 08265T208   6,615,289 141,655 SH   SOLE   141,655 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101   6,367,988 96,881 SH   SOLE   96,881 0 0
BOOKING HOLDINGS INC COM 09857L108   55,725,799 11,216 SH   SOLE   11,216 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   2,171,904 38,400 SH   SOLE   38,400 0 0
BROADCOM INC COM 11135F101   731,185,106 3,153,835 SH   SOLE   3,153,835 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   33,238,372 232,550 SH   SOLE   232,550 0 0
CCC INTELLIGENT SOLUTIONS HL COM 12510Q100   20,769,748 1,770,652 SH   SOLE   1,770,652 0 0
CME GROUP INC COM 12572Q105   300,066,009 1,292,107 SH   SOLE   1,292,107 0 0
CACI INTL INC CL A 127190304   33,096,555 81,910 SH   SOLE   81,910 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108   99,529,358 1,375,268 SH   SOLE   1,373,836 0 1,432
CAPITAL ONE FINL CORP COM 14040H105   33,877,055 189,979 SH   SOLE   189,979 0 0
CASELLA WASTE SYS INC CL A 147448104   32,235,757 304,657 SH   SOLE   304,657 0 0
CELSIUS HLDGS INC COM NEW 15118V207   2,540,967 96,468 SH   SOLE   96,468 0 0
CHIMERA INVT CORP COM SHS 16934Q802   69,337,170 4,952,655 SH   SOLE   4,952,654 0 0
CHURCHILL DOWNS INC COM 171484108   6,518,488 48,813 SH   SOLE   48,813 0 0
CISCO SYS INC COM 17275R102   144,931,605 2,448,169 SH   SOLE   2,448,169 0 0
CITIGROUP INC COM NEW 172967424   555,850,473 7,896,725 SH   SOLE   7,896,725 0 0
CLEAN HARBORS INC COM 184496107   17,477,752 75,944 SH   SOLE   75,944 0 0
CLEARWATER ANALYTICS HLDGS I CL A 185123106   6,277,340 228,101 SH   SOLE   228,101 0 0
COHERENT CORP COM 19247G107   15,910,946 167,961 SH   SOLE   167,961 0 0
COMCAST HOLDINGS CORP ZONES CV2% PCS 200300507   9,685,966 157,910 PRN   SOLE   157,910 0 0
COSTCO WHSL CORP NEW COM 22160K105   10,754,261 11,737 SH   SOLE   11,737 0 0
COUPANG INC CL A 22266T109   679,270 30,904 SH   SOLE   30,904 0 0
CYTOKINETICS INC COM NEW 23282W605   13,258,789 281,862 SH   SOLE   281,862 0 0
DECKERS OUTDOOR CORP COM 243537107   13,512,796 66,536 SH   SOLE   66,536 0 0
DIAGEO PLC SPON ADR NEW 25243Q205   3,738,131 29,404 SH   SOLE   29,114 0 290
DIAMONDBACK ENERGY INC COM 25278X109   405,971 2,478 SH   SOLE   2,478 0 0
DIGITALBRIDGE GROUP INC CL A NEW 25401T603   5,359,342 475,119 SH   SOLE   475,119 0 0
DISNEY WALT CO COM 254687106   4,789,832 43,016 SH   SOLE   43,016 0 0
DR REDDYS LABS LTD ADR 256135203   1,101,368 69,751 SH   SOLE   69,751 0 0
E L F BEAUTY INC COM 26856L103   3,989,728 31,778 SH   SOLE   31,778 0 0
ENBRIDGE INC COM 29250N105   152,211,889 3,587,620 SH   SOLE   3,587,620 0 0
ENTEGRIS INC COM 29362U104   8,236,839 83,150 SH   SOLE   83,150 0 0
EQUITABLE HLDGS INC COM 29452E101   248,491,230 5,267,993 SH   SOLE   5,267,993 0 0
META PLATFORMS INC CL A 30303M102   118,380,754 202,184 SH   SOLE   202,184 0 0
FREEPORT-MCMORAN INC CL B 35671D857   92,955,298 2,441,053 SH   SOLE   2,439,962 0 1,091
FRESHPET INC COM 358039105   8,987,315 60,680 SH   SOLE   60,680 0 0
GLAUKOS CORP COM 377322102   6,834,715 45,583 SH   SOLE   45,583 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109   13,979,227 33,167 SH   SOLE   33,167 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   3,666,714 57,418 SH   SOLE   57,411 0 7
HOME DEPOT INC COM 437076102   198,496,151 510,286 SH   SOLE   510,286 0 0
HYATT HOTELS CORP COM CL A 448579102   4,268,914 27,194 SH   SOLE   27,194 0 0
ITT INC COM 45073V108   13,171,393 92,185 SH   SOLE   92,185 0 0
ICICI BANK LIMITED ADR 45104G104   6,155,520 206,146 SH   SOLE   206,146 0 0
INFOSYS LTD SPONSORED ADR 456788108   1,741,456 79,446 SH   SOLE   79,446 0 0
ING GROEP N.V. SPONSORED ADR 456837103   6,015,870 383,910 SH   SOLE   380,224 0 3,686
INSMED INC COM PAR $.01 457669307   5,160,671 74,749 SH   SOLE   74,749 0 0
INSPIRE MED SYS INC COM 457730109   4,610,215 24,869 SH   SOLE   24,869 0 0
INVESCO DB MULTI-SECTOR COMM BASE METALS FD 46140H700   549,817 29,168 SH   SOLE   29,168 0 0
ISHARES TR MSCI EMG MKT ETF 464287234   1,518,275 36,305 SH   SOLE   36,305 0 0
ISHARES TR MSCI EAFE ETF 464287465   16,179,179 213,982 SH   SOLE   211,444 0 2,538
ISHARES TR MSCI ACWI EX US 464288240   29,460,855 564,817 SH   SOLE   559,480 0 5,337
ITAU UNIBANCO HLDG S A SPON ADR REP PFD 465562106   763,562 153,944 SH   SOLE   153,944 0 0
JPMORGAN CHASE & CO. COM 46625H100   155,624,526 649,220 SH   SOLE   649,220 0 0
JACOBS SOLUTIONS INC COM 46982L108   727,561 5,445 SH   SOLE   5,445 0 0
KB FINL GROUP INC SPONSORED ADR 48241A105   2,024,957 35,588 SH   SOLE   35,588 0 0
KANZHUN LIMITED SPONSORED ADS 48553T106   50,350,984 3,648,622 SH   SOLE   3,645,147 0 3,475
KEMPER CORP COM 488401100   13,620,466 205,004 SH   SOLE   205,004 0 0
KITE RLTY GROUP TR COM NEW 49803T300   10,769,201 426,672 SH   SOLE   426,672 0 0
LPL FINL HLDGS INC COM 50212V100   16,537,405 50,649 SH   SOLE   50,649 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109   27,212,545 129,411 SH   SOLE   129,411 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   6,773,168 73,097 SH   SOLE   73,097 0 0
MYR GROUP INC DEL COM 55405W104   20,271,400 136,260 SH   SOLE   136,260 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100   11,822,070 91,002 SH   SOLE   91,002 0 0
MASTERCARD INCORPORATED CL A 57636Q104   61,345,932 116,501 SH   SOLE   115,249 0 1,252
MATADOR RES CO COM 576485205   9,478,572 168,478 SH   SOLE   168,478 0 0
MERCADOLIBRE INC COM 58733R102   56,376,388 33,154 SH   SOLE   32,832 0 322
MERCK & CO INC COM 58933Y105   186,662,680 1,876,384 SH   SOLE   1,876,384 0 0
MICROSOFT CORP COM 594918104   6,022,392 14,288 SH   SOLE   14,288 0 0
MICRON TECHNOLOGY INC COM 595112103   8,406,069 99,882 SH   SOLE   99,865 0 17
MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104   14,264,424 1,217,101 SH   SOLE   1,205,048 0 12,053
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581206   7,320,178 114,057 SH   SOLE   114,057 0 0
NOVARTIS AG SPONSORED ADR 66987V109   759,018 7,800 SH   SOLE   7,800 0 0
NOVO-NORDISK A S ADR 670100205   62,033,151 721,148 SH   SOLE   713,295 0 7,853
NUTANIX INC CL A 67059N108   12,797,021 209,170 SH   SOLE   209,170 0 0
NVIDIA CORPORATION COM 67066G104   49,731,079 370,326 SH   SOLE   369,674 0 652
ONTO INNOVATION INC COM 683344105   6,363,627 38,181 SH   SOLE   38,181 0 0
OPEN TEXT CORP COM 683715106   4,861,967 171,866 SH   SOLE   171,866 0 0
ORANGE SPONSORED ADR 684060106   6,564,362 667,110 SH   SOLE   661,439 0 5,671
PJT PARTNERS INC COM CL A 69343T107   10,529,714 66,724 SH   SOLE   66,724 0 0
POSCO HOLDINGS INC SPONSORED ADR 693483109   666,096 15,362 SH   SOLE   15,362 0 0
TXNM ENERGY INC COM 69349H107   16,344,010 332,398 SH   SOLE   332,398 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408   99,588,689 7,744,066 SH   SOLE   7,744,066 0 0
PFIZER INC COM 717081103   262,537,617 9,895,877 SH   SOLE   9,895,877 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   6,098,149 62,874 SH   SOLE   62,874 0 0
PINNACLE FINL PARTNERS INC COM 72346Q104   17,970,097 157,095 SH   SOLE   157,095 0 0
POOL CORP COM 73278L105   12,471,244 36,579 SH   SOLE   36,579 0 0
PURE STORAGE INC CL A 74624M102   17,590,481 286,350 SH   SOLE   286,350 0 0
QUALCOMM INC COM 747525103   808,502 5,263 SH   SOLE   5,263 0 0
QUANTA SVCS INC COM 74762E102   585,009 1,851 SH   SOLE   1,851 0 0
RAMBUS INC DEL COM 750917106   4,656,120 88,084 SH   SOLE   88,084 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100   121,387,920 5,161,051 SH   SOLE   5,161,051 0 0
REPLIGEN CORP COM 759916109   5,090,582 35,366 SH   SOLE   35,366 0 0
REPAY HLDGS CORP COM CL A 76029L100   10,086,875 1,322,002 SH   SOLE   1,322,002 0 0
SHELL PLC SPON ADS 780259305   6,403,457 102,210 SH   SOLE   101,330 0 880
RYAN SPECIALTY HOLDINGS INC CL A 78351F107   6,800,254 105,989 SH   SOLE   105,989 0 0
SPDR GOLD TR GOLD SHS 78463V107   428,086 1,768 SH   SOLE   1,768 0 0
SAIA INC COM 78709Y105   5,769,998 12,661 SH   SOLE   12,661 0 0
SAP SE SPON ADR 803054204   9,764,196 39,658 SH   SOLE   39,263 0 395
SAREPTA THERAPEUTICS INC COM 803607100   4,740,065 38,984 SH   SOLE   38,984 0 0
SCHLUMBERGER LTD COM STK 806857108   1,445,380 37,699 SH   SOLE   37,699 0 0
SCHWAB CHARLES CORP COM 808513105   69,299,338 936,351 SH   SOLE   936,351 0 0
SEA LTD SPONSORD ADS 81141R100   40,210,945 378,991 SH   SOLE   375,408 0 3,583
SENSIENT TECHNOLOGIES CORP COM 81725T100   12,010,588 168,546 SH   SOLE   168,546 0 0
SERVICENOW INC COM 81762P102   6,530,339 6,160 SH   SOLE   6,160 0 0
SHIFT4 PMTS INC CL A 82452J109   7,651,181 73,725 SH   SOLE   73,725 0 0
SHOPIFY INC CL A 82509L107   37,019,959 348,161 SH   SOLE   344,657 0 3,504
SMITH DOUGLAS HOMES CORP COM SHS CL A 83207R107   6,636,376 258,829 SH   SOLE   258,829 0 0
SLR INVESTMENT CORP COM 83413U100   70,660,408 4,372,550 SH   SOLE   4,372,550 0 0
SONY GROUP CORP SPONSORED ADR 835699307   20,410,026 964,557 SH   SOLE   957,409 0 7,148
STEPSTONE GROUP INC COM CL A 85914M107   2,763,944 47,753 SH   SOLE   47,753 0 0
SUNOPTA INC COM 8676EP108   16,187,856 2,102,319 SH   SOLE   2,102,319 0 0
SURGERY PARTNERS INC COM 86881A100   1,898,674 89,687 SH   SOLE   89,687 0 0
SYNDAX PHARMACEUTICALS INC COM 87164F105   1,521,450 115,087 SH   SOLE   115,087 0 0
TJX COS INC NEW COM 872540109   50,920,328 421,491 SH   SOLE   421,491 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   167,607,591 848,689 SH   SOLE   841,839 0 6,850
TALEN ENERGY CORP COM 87422Q109   7,902,862 39,226 SH   SOLE   39,226 0 0
TC ENERGY CORP COM 87807B107   179,844,345 3,860,519 SH   SOLE   3,860,519 0 0
TECK RESOURCES LTD CL B 878742204   15,223,419 375,615 SH   SOLE   370,571 0 5,044
TENARIS S A SPONSORED ADS 88031M109   795,971 21,063 SH   SOLE   21,063 0 0
TENET HEALTHCARE CORP COM NEW 88033G407   9,539,075 75,569 SH   SOLE   75,569 0 0
TETRA TECH INC NEW COM 88162G103   6,857,699 172,131 SH   SOLE   172,131 0 0
TOTALENERGIES SE SPONSORED ADS 89151E109   11,423,200 209,600 SH   SOLE   207,512 0 2,088
TRADEWEB MKTS INC CL A 892672106   4,581,545 34,995 SH   SOLE   34,995 0 0
TRANSUNION COM 89400J107   22,607,890 243,856 SH   SOLE   243,856 0 0
TRIP COM GROUP LTD ADS 89677Q107   9,930,227 144,629 SH   SOLE   144,629 0 0
UL SOLUTIONS INC CLASS A COM SHS 903731107   2,494,000 50,000 SH   SOLE   50,000 0 0
VANGUARD STAR FDS VG TL INTL STK F 921909768   280,212 4,755 SH   SOLE   4,755 0 0
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775   1,642,615 28,612 SH   SOLE   28,612 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   326,116 7,405 SH   SOLE   7,405 0 0
VERA THERAPEUTICS INC CL A 92337R101   2,495,279 59,004 SH   SOLE   59,004 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   27,255,834 239,907 SH   SOLE   239,907 0 0
VESTA REAL ESTATE CORP ADS 92540K109   6,833,536 266,935 SH   SOLE   266,935 0 0
VISA INC COM CL A 92826C839   1,646,568 5,210 SH   SOLE   5,210 0 0
VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS 92837L109   8,232,945 152,152 SH   SOLE   152,152 0 0
VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308   1,187,849 139,795 SH   SOLE   138,767 0 1,028
WALKER & DUNLOP INC COM 93148P102   13,494,109 138,814 SH   SOLE   138,814 0 0
ELME COMMUNITIES SH BEN INT 939653101   36,734,550 2,405,668 SH   SOLE   2,405,668 0 0
WASTE CONNECTIONS INC COM 94106B101   12,016,434 70,034 SH   SOLE   70,034 0 0
WESTERN ALLIANCE BANCORP COM 957638109   15,076,798 180,474 SH   SOLE   180,474 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105   15,173,330 150,544 SH   SOLE   150,544 0 0
XPO INC COM 983793100   13,492,319 102,877 SH   SOLE   102,877 0 0
ZOETIS INC CL A 98978V103   998,109 6,126 SH   SOLE   6,126 0 0
AMER SPORTS INC COM SHS G0260P102   7,181,890 256,863 SH   SOLE   256,863 0 0
BBB FOODS INC CL A COM G0896C103   4,400,029 155,588 SH   SOLE   151,697 0 3,891
CREDICORP LTD COM G2519Y108   8,268,282 45,103 SH   SOLE   45,103 0 0
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105   8,908,954 132,554 SH   SOLE   132,554 0 0
FLUTTER ENTMT PLC SHS G3643J108   28,511,170 110,316 SH   SOLE   109,019 0 1,297
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109   1,509,617 319,834 SH   SOLE   319,834 0 0
ICON PLC SHS G4705A100   30,582,429 145,832 SH   SOLE   144,317 0 1,515
LINDE PLC SHS G54950103   108,286,625 259,404 SH   SOLE   259,087 0 317
MEDTRONIC PLC SHS G5960L103   153,783,059 1,925,176 SH   SOLE   1,925,176 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   15,530,987 1,499,130 SH   SOLE   1,483,524 0 15,606
SHARKNINJA INC COM SHS G8068L108   21,816,234 224,078 SH   SOLE   224,078 0 0
TECHNIPFMC PLC COM G87110105   21,076,192 728,272 SH   SOLE   728,272 0 0
ALCON AG ORD SHS H01301128   91,954,014 1,083,759 SH   SOLE   1,079,368 0 4,391
ON HLDG AG NAMEN AKT A H5919C104   7,724,213 141,030 SH   SOLE   141,030 0 0
GLOBANT S A COM L44385109   30,451,285 142,017 SH   SOLE   140,762 0 1,255
CYBERARK SOFTWARE LTD SHS M2682V108   8,988,054 26,979 SH   SOLE   26,979 0 0
JFROG LTD ORD SHS M6191J100   3,682,661 125,218 SH   SOLE   125,218 0 0
MONDAY COM LTD SHS M7S64H106   5,418,181 23,013 SH   SOLE   23,013 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   27,913,104 40,274 SH   SOLE   39,327 0 947
FERRARI N V COM N3167Y103   36,094,406 84,960 SH   SOLE   84,024 0 936
FERROVIAL SE ORD SHS N3168P101   71,253,228 1,695,181 SH   SOLE   1,693,245 0 1,936
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100   146,994,144 1,979,186 SH   SOLE   1,979,186 0 0
STELLANTIS N.V SHS N82405106   4,382,245 335,843 SH   SOLE   335,843 0 0
STEVANATO GROUP S P A ORD SHS T9224W109   24,450,515 1,122,098 SH   SOLE   1,120,433 0 1,665
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109   1,645,800 14,658 SH   SOLE   14,658 0 0