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
2023 ETF SERIES TRUST II GMO SYSTEMATIC I 90139K506   6,464,018 250,080 SH   SOLE   250,080 0 0
3M CO COM 88579Y101   1,382,654 8,910 SH   SOLE   864 0 8,046
AAON INC COM PAR $0.004 000360206   58,837,206 629,679 SH   SOLE   363,767 0 265,912
ABBOTT LABS COM 002824100   1,095,158,316 8,176,484 SH   SOLE   7,178,750 0 997,734
ABBVIE INC COM 00287Y109   1,494,359 6,454 SH   SOLE   600 0 5,854
ABM INDS INC COM 000957100   264,775 5,741 SH   SOLE   5,741 0 0
ACADEMY SPORTS & OUTDOORS IN COM 00402L107   3,842,586 76,821 SH   SOLE   76,821 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   827,060,690 3,353,854 SH   SOLE   2,942,622 0 411,233
ACCO BRANDS CORP COM 00081T108   557,994 139,848 SH   SOLE   139,848 0 0
ACM RESH INC COM CL A 00108J109   727,857 18,601 SH   SOLE   18,601 0 0
ACUSHNET HLDGS CORP COM 005098108   24,844,047 316,525 SH   SOLE   183,244 0 133,281
ACV AUCTIONS INC COM CL A 00091G104   5,030,980 507,667 SH   SOLE   295,359 0 212,308
ADOBE INC COM 00724F101   3,032,592 8,597 SH   SOLE   5,060 0 3,537
ADTALEM GLOBAL ED INC COM 00737L103   2,337,292 15,133 SH   SOLE   15,133 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104   29,886,383 215,475 SH   SOLE   205,775 0 9,700
ADVANCED MICRO DEVICES INC COM 007903107   1,273,773 7,873 SH   SOLE   114 0 7,759
AEMETIS INC COM NEW 00770K202   2,275,677 1,011,412 SH   SOLE   979,812 0 31,600
AFFILIATED MANAGERS GROUP IN COM 008252108   3,947,924 16,558 SH   SOLE   16,558 0 0
AFLAC INC COM 001055102   11,629,534 104,114 SH   SOLE   104,114 0 0
AGCO CORP COM 001084102   29,755,502 277,907 SH   SOLE   269,199 0 8,708
AIR LEASE CORP CL A 00912X302   7,058,339 110,893 SH   SOLE   110,893 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101   19,040,155 251,322 SH   SOLE   251,322 0 0
ALBEMARLE CORP COM 012653101   59,309,128 731,489 SH   SOLE   717,389 0 14,100
ALBERTSONS COS INC COMMON STOCK 013091103   17,616,706 1,006,094 SH   SOLE   1,006,094 0 0
ALCOA CORP COM 013872106   3,203,486 97,400 SH   SOLE   89,800 0 7,600
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   19,358,961 108,314 SH   SOLE   72,314 0 36,000
ALIGN TECHNOLOGY INC COM 016255101   2,645,273 21,125 SH   SOLE   21,125 0 0
ALLEGION PLC ORD SHS G0176J109   61,912,353 349,097 SH   SOLE   202,139 0 146,958
ALLISON TRANSMISSION HLDGS I COM 01973R101   755,941 8,906 SH   SOLE   8,906 0 0
ALLSTATE CORP COM 020002101   7,340,601 34,198 SH   SOLE   34,198 0 0
ALPHABET INC CAP STK CL A 02079K305   1,705,134,905 7,014,129 SH   SOLE   6,175,859 0 838,270
ALPHABET INC CAP STK CL C 02079K107   20,755,087 85,219 SH   SOLE   82,914 0 2,305
ALTRIA GROUP INC COM 02209S103   14,824,525 224,410 SH   SOLE   224,410 0 0
AMAZON COM INC COM 023135106   787,578,673 3,586,913 SH   SOLE   3,166,609 0 420,304
AMENTUM HOLDINGS INC COM 023939101   250,445 10,457 SH   SOLE   10,457 0 0
AMEREN CORP COM 023608102   313,871 3,007 SH   SOLE   3,007 0 0
AMERESCO INC CL A 02361E108   107,569,937 3,203,393 SH   SOLE   2,872,935 0 330,458
AMERICAN AXLE & MFG HLDGS IN COM 024061103   101,653 16,914 SH   SOLE   16,914 0 0
AMERICAN ELEC PWR CO INC COM 025537101   1,194,525 10,618 SH   SOLE   10,618 0 0
AMERICAN EXPRESS CO COM 025816109   19,467,898 58,610 SH   SOLE   54,770 0 3,840
AMERICAN INTL GROUP INC COM NEW 026874784   1,261,352 16,060 SH   SOLE   198 0 15,862
AMERICAN TOWER CORP NEW COM 03027X100   1,233,156 6,412 SH   SOLE   0 0 6,412
AMGEN INC COM 031162100   1,309,972 4,642 SH   SOLE   200 0 4,442
AMPHENOL CORP NEW CL A 032095101   1,269,799 10,261 SH   SOLE   10,261 0 0
ANNALY CAPITAL MANAGEMENT IN COM NEW 035710839   1,497,945 74,119 SH   SOLE   74,119 0 0
APPLE HOSPITALITY REIT INC COM NEW 03784Y200   159,685 13,296 SH   SOLE   13,296 0 0
APPLE INC COM 037833100   1,559,059,245 6,122,841 SH   SOLE   5,391,408 0 731,433
APPLIED MATLS INC COM 038222105   26,025,116 127,113 SH   SOLE   127,113 0 0
APTARGROUP INC COM 038336103   52,255,981 390,962 SH   SOLE   226,457 0 164,505
APTIV PLC COM SHS G3265R107   3,244,717 37,633 SH   SOLE   37,633 0 0
ARAMARK COM 03852U106   110,925,619 2,888,688 SH   SOLE   2,322,341 0 566,347
ARCBEST CORP COM 03937C105   307,288 4,398 SH   SOLE   4,398 0 0
ARCH CAP GROUP LTD ORD G0450A105   15,933,730 175,617 SH   SOLE   175,617 0 0
ARCHER DANIELS MIDLAND CO COM 039483102   4,068,712 68,107 SH   SOLE   68,107 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100   72,315,537 8,873,072 SH   SOLE   8,584,391 0 288,681
ARROW ELECTRS INC COM 042735100   6,015,515 49,715 SH   SOLE   49,715 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   23,841,006 24,626 SH   SOLE   13,078 0 11,548
ASSOCIATED BANC CORP COM 045487105   399,533 15,540 SH   SOLE   15,540 0 0
AT&T INC COM 00206R102   12,473,410 441,693 SH   SOLE   399,305 0 42,388
ATKORE INC COM 047649108   674,267 10,747 SH   SOLE   10,747 0 0
AUTONATION INC COM 05329W102   5,943,543 27,168 SH   SOLE   27,168 0 0
AVIDXCHANGE HOLDINGS INC COM 05368X102   28,224,061 2,836,589 SH   SOLE   2,836,589 0 0
AVNET INC COM 053807103   8,746,601 167,303 SH   SOLE   167,303 0 0
AXCELIS TECHNOLOGIES INC COM NEW 054540208   43,338,783 443,863 SH   SOLE   309,710 0 134,153
B2GOLD CORP COM 11777Q209   1,614,500 326,384 SH   SOLE   229,369 0 97,015
BADGER METER INC COM 056525108   16,578,653 92,836 SH   SOLE   53,679 0 39,157
BALCHEM CORP COM 057665200   53,394,799 355,823 SH   SOLE   205,721 0 150,102
BANCO BILBAO VIZCAYA ARGENTA SPONSORED ADR 05946K101   5,759,966 299,219 SH   SOLE   299,219 0 0
BANCO BRADESCO S A SP ADR PFD NEW 059460303   12,727,728 3,765,600 SH   SOLE   2,915,800 0 849,800
BANK AMERICA CORP COM 060505104   54,092,115 1,048,500 SH   SOLE   1,023,807 0 24,693
BANK MONTREAL QUE COM 063671101   21,480,213 164,806 SH   SOLE   104,706 0 60,100
BANK NEW YORK MELLON CORP COM 064058100   10,001,983 91,795 SH   SOLE   79,819 0 11,976
BANK NOVA SCOTIA HALIFAX COM 064149107   48,661,029 752,514 SH   SOLE   477,355 0 275,159
BANKUNITED INC COM 06652K103   383,317 10,045 SH   SOLE   10,045 0 0
BARCLAYS PLC ADR 06738E204   969,795 46,918 SH   SOLE   46,918 0 0
BARRICK MNG CORP COM SHS 06849F108   12,513,225 381,850 SH   SOLE   171,179 0 210,671
BATH & BODY WORKS INC COM 070830104   1,679,166 65,185 SH   SOLE   65,185 0 0
BECTON DICKINSON & CO COM 075887109   1,048,152 5,600 SH   SOLE   5,600 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   4,057,112 8,070 SH   SOLE   5,547 0 2,523
BEST BUY INC COM 086516101   11,178,224 147,821 SH   SOLE   147,821 0 0
BHP GROUP LTD SPONSORED ADS 088606108   6,267,917 112,429 SH   SOLE   112,429 0 0
BLACKROCK INC COM 09290D101   1,423,527 1,221 SH   SOLE   100 0 1,121
BLOCK H & R INC COM 093671105   13,525,756 267,466 SH   SOLE   267,466 0 0
BLUE OWL CAPITAL CORPORATION COM 69121K104   1,338,883 104,846 SH   SOLE   104,846 0 0
BOEING CO COM 097023105   1,176,705 5,452 SH   SOLE   0 0 5,452
BOOKING HOLDINGS INC COM 09857L108   4,319,416 800 SH   SOLE   573 0 227
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106   36,157,012 361,751 SH   SOLE   212,574 0 149,177
BORGWARNER INC COM 099724106   23,419,910 532,755 SH   SOLE   505,565 0 27,190
BRADY CORP CL A 104674106   316,880 4,061 SH   SOLE   4,061 0 0
BREAD FINANCIAL HOLDINGS INC COM 018581108   3,105,608 55,686 SH   SOLE   55,686 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   43,655,673 967,975 SH   SOLE   941,646 0 26,329
BRITISH AMERN TOB PLC SPONSORED ADR 110448107   89,382,739 1,683,925 SH   SOLE   755,135 0 928,790
BROADCOM INC COM 11135F101   927,294,427 2,810,749 SH   SOLE   2,485,742 0 325,007
BROWN FORMAN CORP CL B 115637209   36,520,088 1,348,600 SH   SOLE   1,238,822 0 109,778
BRUKER CORP COM 116794108   15,293,075 470,701 SH   SOLE   272,317 0 198,384
BUILDERS FIRSTSOURCE INC COM 12008R107   17,690,860 145,904 SH   SOLE   145,904 0 0
BUNGE GLOBAL SA COM SHS H11356104   4,064,288 50,022 SH   SOLE   50,022 0 0
BW LPG LTD COM Y10230103   1,367,347 95,607 SH   SOLE   34,491 0 61,116
C H ROBINSON WORLDWIDE INC COM NEW 12541W209   1,156,117 8,732 SH   SOLE   8,637 0 95
CACI INTL INC CL A 127190304   2,180,666 4,372 SH   SOLE   4,372 0 0
CACTUS INC CL A 127203107   18,360,970 465,188 SH   SOLE   269,132 0 196,056
CAL MAINE FOODS INC COM NEW 128030202   870,143 9,247 SH   SOLE   9,247 0 0
CALIFORNIA RES CORP COM STOCK 13057Q305   59,315,855 1,115,379 SH   SOLE   1,115,379 0 0
CANADIAN IMPERIAL BANK OF CO COM 136069101   9,702,917 121,405 SH   SOLE   77,305 0 44,100
CAPITAL ONE FINL CORP COM 14040H105   40,167,416 188,952 SH   SOLE   183,403 0 5,549
CAPRI HOLDINGS LIMITED SHS G1890L107   756,960 38,000 SH   SOLE   38,000 0 0
CARDINAL HEALTH INC COM 14149Y108   240,620 1,533 SH   SOLE   1,533 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300   1,124,223 38,887 SH   SOLE   38,887 0 0
CARRIER GLOBAL CORPORATION COM 14448C104   14,594,202 244,459 SH   SOLE   228,359 0 16,100
CARTERS INC COM 146229109   351,649 12,461 SH   SOLE   12,461 0 0
CATERPILLAR INC COM 149123101   1,857,545 3,893 SH   SOLE   951 0 2,942
CBRE GROUP INC CL A 12504L109   20,261,428 128,595 SH   SOLE   128,595 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889   10,370,702 1,153,582 SH   SOLE   1,146,982 0 6,600
CENTENE CORP DEL COM 15135B101   27,169,963 761,490 SH   SOLE   761,490 0 0
CENTERRA GOLD INC COM 152006102   1,129,745 105,291 SH   SOLE   76,953 0 28,338
CENTURY CMNTYS INC COM 156504300   237,891 3,754 SH   SOLE   3,754 0 0
CF INDS HLDGS INC COM 125269100   1,220,817 13,610 SH   SOLE   13,610 0 0
CGI INC CL A SUB VTG 12532H104   14,107,867 158,355 SH   SOLE   158,355 0 0
CHART INDS INC COM 16115Q308   29,102,010 145,401 SH   SOLE   145,401 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   1,210,462 4,400 SH   SOLE   4,400 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104   1,163,455 5,623 SH   SOLE   5,623 0 0
CHEVRON CORP NEW COM 166764100   37,065,083 238,683 SH   SOLE   230,813 0 7,870
CHUBB LIMITED COM H1467J104   12,210,700 43,262 SH   SOLE   43,262 0 0
CIA ENERGETICA DE MINAS GERA SP ADR N-V PFD 204409601   1,513,908 717,492 SH   SOLE   292,247 0 425,245
CIMPRESS PLC SHS EURO G2143T103   322,576 5,117 SH   SOLE   5,117 0 0
CIRRUS LOGIC INC COM 172755100   47,110,042 376,008 SH   SOLE   223,998 0 152,010
CISCO SYS INC COM 17275R102   35,690,061 521,632 SH   SOLE   503,212 0 18,420
CITIGROUP INC COM NEW 172967424   53,783,429 529,886 SH   SOLE   517,075 0 12,811
CITIZENS FINL GROUP INC COM 174610105   694,057 13,056 SH   SOLE   13,056 0 0
CIVITAS RESOURCES INC COM NEW 17888H103   20,036,250 616,500 SH   SOLE   616,500 0 0
CLEAN ENERGY FUELS CORP COM 184499101   30,576,777 11,851,464 SH   SOLE   11,323,931 0 527,533
CLEAN HARBORS INC COM 184496107   28,924,627 124,557 SH   SOLE   72,044 0 52,513
CNH INDL N V SHS N20944109   16,392,701 1,510,848 SH   SOLE   1,510,848 0 0
CNO FINL GROUP INC COM 12621E103   221,401 5,598 SH   SOLE   5,598 0 0
COCA COLA CO COM 191216100   463,337,321 6,986,388 SH   SOLE   6,123,512 0 862,877
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102   33,481,948 499,209 SH   SOLE   499,209 0 0
COHEN & STEERS INC COM 19247A100   21,522,704 328,040 SH   SOLE   189,866 0 138,174
COLGATE PALMOLIVE CO COM 194162103   3,245,964 40,605 SH   SOLE   25,727 0 14,878
COMCAST CORP NEW CL A 20030N101   47,923,418 1,525,252 SH   SOLE   1,488,089 0 37,163
COMMERCIAL METALS CO COM 201723103   2,859,819 49,927 SH   SOLE   49,927 0 0
COMPANHIA PARANAENSE DE ENER SPON ADS 20441B605   815,095 83,173 SH   SOLE   0 0 83,173
CONCENTRIX CORP COM 20602D101   1,903,595 41,248 SH   SOLE   41,248 0 0
CONOCOPHILLIPS COM 20825C104   60,495,507 639,555 SH   SOLE   626,067 0 13,488
CONSOLIDATED EDISON INC COM 209115104   5,497,740 54,693 SH   SOLE   51,193 0 3,500
CONSTELLATION BRANDS INC CL A 21036P108   499,752,449 3,710,940 SH   SOLE   3,254,435 0 456,505
CORTEVA INC COM 22052L104   26,498,381 391,814 SH   SOLE   381,125 0 10,689
COSTCO WHSL CORP NEW COM 22160K105   1,891,988 2,044 SH   SOLE   744 0 1,300
COTERRA ENERGY INC COM 127097103   1,478,953 62,535 SH   SOLE   62,535 0 0
CRESCENT ENERGY COMPANY CL A COM 44952J104   7,491,310 839,833 SH   SOLE   839,833 0 0
CRH PLC ORD G25508105   1,485,801 12,392 SH   SOLE   12,392 0 0
CROCS INC COM 227046109   6,106,837 73,092 SH   SOLE   73,092 0 0
CSG SYS INTL INC COM 126349109   201,896 3,136 SH   SOLE   3,136 0 0
CSX CORP COM 126408103   12,060,332 339,632 SH   SOLE   337,982 0 1,650
CUMMINS INC COM 231021106   43,883,398 103,898 SH   SOLE   103,898 0 0
CVS HEALTH CORP COM 126650100   57,368,171 760,952 SH   SOLE   744,154 0 16,798
CYBERARK SOFTWARE LTD SHS M2682V108   25,470,702 52,718 SH   SOLE   52,718 0 0
D R HORTON INC COM 23331A109   33,367,796 196,895 SH   SOLE   196,895 0 0
DANA INC COM 235825205   261,983 13,073 SH   SOLE   13,073 0 0
DANAHER CORPORATION COM 235851102   1,341,229 6,765 SH   SOLE   300 0 6,465
DARDEN RESTAURANTS INC COM 237194105   513,972 2,700 SH   SOLE   2,700 0 0
DARLING INGREDIENTS INC COM 237266101   112,154,384 3,633,119 SH   SOLE   3,518,109 0 115,010
DAYFORCE INC COM 15677J108   2,523,027 36,624 SH   SOLE   36,624 0 0
DEERE & CO COM 244199105   5,940,265 12,991 SH   SOLE   9,565 0 3,426
DELL TECHNOLOGIES INC CL C 24703L202   1,096,166 7,732 SH   SOLE   7,732 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   16,460,848 290,059 SH   SOLE   290,059 0 0
DELUXE CORP COM 248019101   653,071 33,733 SH   SOLE   33,733 0 0
DEUTSCHE BANK A G NAMEN AKT D18190898   148,372,011 4,216,162 SH   SOLE   2,355,061 0 1,861,101
DEVON ENERGY CORP NEW COM 25179M103   12,259,746 349,679 SH   SOLE   349,679 0 0
DIAGEO PLC SPON ADR NEW 25243Q205   5,186,720 54,350 SH   SOLE   44,144 0 10,206
DICKS SPORTING GOODS INC COM 253393102   1,185,099 5,333 SH   SOLE   5,333 0 0
DISNEY WALT CO COM 254687106   1,247,249 10,893 SH   SOLE   225 0 10,668
DOCUSIGN INC COM 256163106   1,044,079 14,483 SH   SOLE   14,483 0 0
DOLBY LABORATORIES INC COM CL A 25659T107   48,779,985 674,036 SH   SOLE   389,708 0 284,328
DOLLAR GEN CORP NEW COM 256677105   3,117,346 30,163 SH   SOLE   30,163 0 0
DOORDASH INC CL A 25809K105   1,252,786 4,606 SH   SOLE   4,606 0 0
DOUGLAS ELLIMAN INC COM 25961D105   36,445 12,743 SH   SOLE   12,743 0 0
DOVER CORP COM 260003108   972,786 5,831 SH   SOLE   5,831 0 0
DR REDDYS LABS LTD ADR 256135203   5,818,937 416,233 SH   SOLE   406,833 0 9,400
DTE ENERGY CO COM 233331107   1,140,067 8,061 SH   SOLE   8,061 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204   2,083,455 16,836 SH   SOLE   6,695 0 10,141
DUPONT DE NEMOURS INC COM 26614N102   1,324,300 17,000 SH   SOLE   17,000 0 0
DYNATRACE INC COM NEW 268150109   1,166,143 24,069 SH   SOLE   24,069 0 0
EBAY INC. COM 278642103   43,963,320 483,379 SH   SOLE   483,379 0 0
ECOPETROL S A SPONSORED ADS 279158109   397,872 43,200 SH   SOLE   43,200 0 0
EDISON INTL COM 281020107   3,552,680 64,267 SH   SOLE   59,427 0 4,840
EDWARDS LIFESCIENCES CORP COM 28176E108   1,133,731 14,578 SH   SOLE   14,578 0 0
ELECTRONIC ARTS INC COM 285512109   20,250,478 100,399 SH   SOLE   100,399 0 0
ELEVANCE HEALTH INC FORMERLY COM 036752103   815,377,419 2,523,450 SH   SOLE   2,225,141 0 298,309
ELI LILLY & CO COM 532457108   534,564,635 700,608 SH   SOLE   615,991 0 84,617
EMERSON ELEC CO COM 291011104   1,588,459 12,109 SH   SOLE   2,811 0 9,298
EMPIRE ST RLTY TR INC CL A 292104106   103,203 13,473 SH   SOLE   13,473 0 0
ENACT HLDGS INC COM 29249E109   471,314 12,293 SH   SOLE   12,293 0 0
ENERFLEX LTD COM 29269R105   4,572,904 423,900 SH   SOLE   423,900 0 0
ENERSYS COM 29275Y102   10,995,639 97,341 SH   SOLE   91,273 0 6,068
ENOVA INTL INC COM 29357K103   5,597,863 48,639 SH   SOLE   48,639 0 0
ENTEGRIS INC COM 29362U104   39,844,897 430,942 SH   SOLE   249,838 0 181,104
EOG RES INC COM 26875P101   30,421,071 271,326 SH   SOLE   271,011 0 315
EQT CORP COM 26884L109   6,704,143 123,170 SH   SOLE   122,600 0 570
EQUINOR ASA SPONSORED ADR 29446M102   4,254,724 174,517 SH   SOLE   174,517 0 0
ETHAN ALLEN INTERIORS INC COM 297602104   510,041 17,313 SH   SOLE   17,313 0 0
EVENTBRITE INC COM CL A 29975E109   37,258 14,785 SH   SOLE   14,785 0 0
EVEREST GROUP LTD COM G3223R108   10,815,102 30,880 SH   SOLE   30,880 0 0
EVERGY INC COM 30034W106   1,222,022 16,075 SH   SOLE   16,075 0 0
EXELIXIS INC COM 30161Q104   489,364 11,849 SH   SOLE   11,849 0 0
EXELON CORP COM 30161N101   11,095,325 246,508 SH   SOLE   237,660 0 8,848
EXPAND ENERGY CORPORATION COM 165167735   6,873,728 64,700 SH   SOLE   64,700 0 0
EXPEDIA GROUP INC COM NEW 30212P303   23,153,828 108,322 SH   SOLE   108,322 0 0
EXPEDITORS INTL WASH INC COM 302130109   274,847 2,242 SH   SOLE   2,242 0 0
EXXON MOBIL CORP COM 30231G102   46,232,687 410,046 SH   SOLE   398,965 0 11,081
FABRINET SHS G3323L100   35,816,258 98,229 SH   SOLE   98,229 0 0
FARMERS NATIONAL BANC CORP COM 309627107   203,959 14,154 SH   SOLE   14,154 0 0
FEDERATED HERMES INC CL B 314211103   2,150,473 41,411 SH   SOLE   41,411 0 0
FEDEX CORP COM 31428X106   17,201,396 72,946 SH   SOLE   67,427 0 5,519
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107   1,362,751 6,068 SH   SOLE   5,958 0 110
FIDELITY NATIONAL FINANCIAL COM SHS 31620R303   1,056,821 17,471 SH   SOLE   17,471 0 0
FIFTH THIRD BANCORP COM 316773100   2,029,653 45,559 SH   SOLE   45,559 0 0
FIRST BANCORP P R COM NEW 318672706   250,201 11,347 SH   SOLE   11,347 0 0
FIRST FINANCIAL CORPORATION COM 320218100   292,246 5,178 SH   SOLE   5,178 0 0
FIRST SOLAR INC COM 336433107   60,623,256 274,898 SH   SOLE   264,508 0 10,390
FIRSTSERVICE CORP NEW COM 33767E202   590,769 3,100 SH   SOLE   3,100 0 0
FMC CORP COM NEW 302491303   2,233,032 66,400 SH   SOLE   66,400 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106   1,479,351 14,999 SH   SOLE   14,999 0 0
FORD MTR CO COM 345370860   31,965,743 2,672,721 SH   SOLE   2,672,721 0 0
FOX CORP CL A COM 35137L105   4,271,621 67,739 SH   SOLE   67,739 0 0
FOX CORP CL B COM 35137L204   44,973,567 785,016 SH   SOLE   785,016 0 0
FRANKLIN RESOURCES INC COM 354613101   2,326,184 100,570 SH   SOLE   100,570 0 0
FREEPORT-MCMORAN INC CL B 35671D857   22,476,276 573,082 SH   SOLE   563,946 0 9,136
FRESH DEL MONTE PRODUCE INC ORD G36738105   201,237 5,796 SH   SOLE   5,796 0 0
FRONTDOOR INC COM 35905A109   884,392 13,143 SH   SOLE   13,143 0 0
FRONTIER COMMUNICATIONS PARE COM 35909D109   21,318,147 570,767 SH   SOLE   570,767 0 0
FTI CONSULTING INC COM 302941109   46,696,644 288,875 SH   SOLE   166,993 0 121,882
FUTU HLDGS LTD SPON ADS CL A 36118L106   1,157,719 6,657 SH   SOLE   6,657 0 0
G III APPAREL GROUP LTD COM 36237H101   202,821 7,622 SH   SOLE   7,622 0 0
GAMING & LEISURE PPTYS INC COM 36467J108   1,140,314 24,465 SH   SOLE   24,465 0 0
GARMIN LTD SHS H2906T109   4,996,789 20,294 SH   SOLE   20,294 0 0
GARRETT MOTION INC COM 366505105   532,338 39,085 SH   SOLE   39,085 0 0
GATES INDL CORP PLC ORD SHS G39108108   321,692 12,961 SH   SOLE   12,961 0 0
GE AEROSPACE COM NEW 369604301   91,381,295 303,774 SH   SOLE   299,400 0 4,374
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   23,133,278 308,033 SH   SOLE   308,033 0 0
GENERAL DYNAMICS CORP COM 369550108   1,313,532 3,852 SH   SOLE   0 0 3,852
GENERAL MLS INC COM 370334104   10,410,520 206,476 SH   SOLE   206,476 0 0
GENERAL MTRS CO COM 37045V100   45,560,442 747,260 SH   SOLE   725,538 0 21,722
GENPACT LIMITED SHS G3922B107   2,239,481 53,461 SH   SOLE   53,461 0 0
GENTEX CORP COM 371901109   351,090 12,406 SH   SOLE   12,406 0 0
GERDAU SA SPON ADR REP PFD 373737105   1,988,103 641,323 SH   SOLE   118,892 0 522,431
GEVO INC COM PAR 374396406   3,795,589 1,936,525 SH   SOLE   1,795,525 0 141,000
GILEAD SCIENCES INC COM 375558103   10,209,003 91,973 SH   SOLE   81,187 0 10,786
GLOBE LIFE INC COM 37959E102   1,298,025 9,079 SH   SOLE   9,079 0 0
GLOBUS MED INC CL A 379577208   41,717,644 728,438 SH   SOLE   427,866 0 300,572
GOLD FIELDS LTD SPONSORED ADR 38059T106   2,706,420 64,500 SH   SOLE   64,500 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   20,623,076 25,897 SH   SOLE   24,281 0 1,616
GRAFTECH INTL LTD COM NEW 384313607   2,429,621 189,518 SH   SOLE   168,045 0 21,473
GRAHAM HLDGS CO COM CL B 384637104   1,064,288 904 SH   SOLE   904 0 0
GRAINGER W W INC COM 384802104   540,328 567 SH   SOLE   567 0 0
GRAND CANYON ED INC COM 38526M106   281,644 1,283 SH   SOLE   1,283 0 0
GREEN PLAINS INC COM 393222104   38,027,219 4,326,191 SH   SOLE   4,187,100 0 139,091
GROUP 1 AUTOMOTIVE INC COM 398905109   5,300,871 12,116 SH   SOLE   12,116 0 0
GRUPO CIBEST SA SPON ADS 40090E106   11,100,461 213,717 SH   SOLE   177,872 0 35,845
GSK PLC SPONSORED ADR 37733W204   111,012,958 2,572,126 SH   SOLE   1,764,346 0 807,780
GULFPORT ENERGY CORP COMMON SHARES 402635502   17,326,844 95,739 SH   SOLE   95,739 0 0
HALEON PLC SPON ADS 405552100   7,972,888 888,839 SH   SOLE   724,225 0 164,614
HANMI FINL CORP COM NEW 410495204   245,122 9,928 SH   SOLE   9,928 0 0
HARTFORD INSURANCE GROUP INC COM 416515104   15,078,272 113,039 SH   SOLE   113,039 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   269,010 7,875 SH   SOLE   7,875 0 0
HEIDRICK & STRUGGLES INTL IN COM 422819102   520,544 10,459 SH   SOLE   10,459 0 0
HELMERICH & PAYNE INC COM 423452101   5,451,812 246,800 SH   SOLE   246,800 0 0
HENRY JACK & ASSOC INC COM 426281101   41,347,734 277,632 SH   SOLE   163,773 0 113,859
HERITAGE INSURANCE HLDGS INC COM 42727J102   334,416 13,281 SH   SOLE   13,281 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   33,768,158 1,374,925 SH   SOLE   1,374,925 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   523,225,988 2,016,751 SH   SOLE   1,780,310 0 236,441
HOME DEPOT INC COM 437076102   1,334,696 3,294 SH   SOLE   300 0 2,994
HONDA MOTOR LTD ADR ECH CNV IN 3 438128308   24,253,799 787,461 SH   SOLE   671,404 0 116,057
HONEYWELL INTL INC COM 438516106   8,333,274 39,588 SH   SOLE   33,700 0 5,888
HOULIHAN LOKEY INC CL A 441593100   34,606,686 168,550 SH   SOLE   97,630 0 70,920
HOWARD HUGHES HOLDINGS INC COM 44267T102   657,360 8,000 SH   SOLE   8,000 0 0
HOWMET AEROSPACE INC COM 443201108   460,748 2,348 SH   SOLE   2,348 0 0
HP INC COM 40434L105   28,337,689 1,040,679 SH   SOLE   1,040,679 0 0
HSBC HLDGS PLC SPON ADR NEW 404280406   23,831,251 335,746 SH   SOLE   170,286 0 165,460
HUBBELL INC COM 443510607   16,210,638 37,672 SH   SOLE   34,712 0 2,960
HUMANA INC COM 444859102   10,984,377 42,220 SH   SOLE   42,220 0 0
HUNTINGTON BANCSHARES INC COM 446150104   3,223,584 186,658 SH   SOLE   186,658 0 0
IBEX LTD SHS NEW G4690M101   490,130 12,096 SH   SOLE   12,096 0 0
ICF INTL INC COM 44925C103   363,312 3,915 SH   SOLE   3,915 0 0
ICICI BANK LIMITED ADR 45104G104   449,641 14,874 SH   SOLE   14,874 0 0
ICL GROUP LTD SHS M53213100   3,368,056 537,506 SH   SOLE   537,506 0 0
IDEXX LABS INC COM 45168D104   948,752 1,485 SH   SOLE   1,485 0 0
IMPERIAL OIL LTD COM NEW 453038408   1,582,499 17,449 SH   SOLE   10,169 0 7,280
INCYTE CORP COM 45337C102   21,104,375 248,843 SH   SOLE   248,843 0 0
INDEPENDENT BK CORP MICH COM NEW 453838609   406,454 13,122 SH   SOLE   13,122 0 0
INDUSTRIAL LOGISTICS PPTYS T COM SHS BEN INT 456237106   79,964 13,716 SH   SOLE   13,716 0 0
INFORMATICA INC COM CL A 45674M101   14,060,409 566,039 SH   SOLE   566,039 0 0
ING GROEP N.V. SPONSORED ADR 456837103   3,262,999 125,115 SH   SOLE   125,115 0 0
INSTALLED BLDG PRODS INC COM 45780R101   21,168,608 85,821 SH   SOLE   49,682 0 36,139
INTEL CORP COM 458140100   43,650,999 1,301,073 SH   SOLE   1,250,868 0 50,205
INTERFACE INC COM 458665304   235,745 8,146 SH   SOLE   8,146 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   38,708,120 137,185 SH   SOLE   132,374 0 4,811
INTERNATIONAL PAPER CO COM 460146103   1,322,400 28,500 SH   SOLE   28,500 0 0
INTERPUBLIC GROUP COS INC COM 460690100   10,207,831 365,741 SH   SOLE   365,741 0 0
INTUIT COM 461202103   1,358,308 1,989 SH   SOLE   100 0 1,889
INTUITIVE SURGICAL INC COM NEW 46120E602   509,689,904 1,139,659 SH   SOLE   996,599 0 143,060
INVESCO LTD SHS G491BT108   4,401,888 191,887 SH   SOLE   191,887 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822   24,959,507 311,177 SH   SOLE   311,177 0 0
ITAU UNIBANCO HLDG S A SPON ADR REP PFD 465562106   1,395,554 190,130 SH   SOLE   190,130 0 0
ITRON INC COM 465741106   17,201,736 138,100 SH   SOLE   127,400 0 10,700
JACKSON FINANCIAL INC COM CL A 46817M107   237,992 2,351 SH   SOLE   2,351 0 0
JACOBS SOLUTIONS INC COM 46982L108   484,348 3,232 SH   SOLE   2,977 0 255
JANUS HENDERSON GROUP PLC ORD SHS G4474Y214   3,788,113 85,107 SH   SOLE   85,107 0 0
JD.COM INC SPON ADS CL A 47215P106   293,272 8,384 SH   SOLE   8,384 0 0
JOHNSON & JOHNSON COM 478160104   1,263,673,569 6,815,195 SH   SOLE   6,019,791 0 795,404
JPMORGAN CHASE & CO. COM 46625H100   43,430,610 137,687 SH   SOLE   133,538 0 4,149
KADANT INC COM 48282T104   18,818,364 63,238 SH   SOLE   36,530 0 26,708
KB FINL GROUP INC SPONSORED ADR 48241A105   4,584,260 55,292 SH   SOLE   21,882 0 33,410
KB HOME COM 48666K109   5,451,784 85,666 SH   SOLE   85,666 0 0
KELLANOVA COM 487836108   3,318,693 40,462 SH   SOLE   40,462 0 0
KENNAMETAL INC COM 489170100   770,852 36,830 SH   SOLE   36,830 0 0
KENVUE INC COM 49177J102   2,434,662 150,010 SH   SOLE   150,010 0 0
KEURIG DR PEPPER INC COM 49271V100   3,213,826 125,983 SH   SOLE   125,983 0 0
KIMBERLY-CLARK CORP COM 494368103   3,945,681 31,733 SH   SOLE   31,733 0 0
KIMCO RLTY CORP COM 49446R109   851,079 38,951 SH   SOLE   38,951 0 0
KINDER MORGAN INC DEL COM 49456B101   13,444,079 474,888 SH   SOLE   474,888 0 0
KINROSS GOLD CORP COM 496902404   7,582,252 305,265 SH   SOLE   152,857 0 152,408
KLA CORP COM NEW 482480100   473,076,547 438,601 SH   SOLE   393,130 0 45,472
KOHLS CORP COM 500255104   297,271 19,341 SH   SOLE   19,341 0 0
KOSMOS ENERGY LTD COM 500688106   57,736,405 34,780,967 SH   SOLE   34,780,967 0 0
KRAFT HEINZ CO COM 500754106   20,978,163 805,613 SH   SOLE   805,613 0 0
KROGER CO COM 501044101   16,422,896 243,627 SH   SOLE   243,627 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109   977,617 3,201 SH   SOLE   3,116 0 85
LAM RESEARCH CORP COM NEW 512807306   1,316,774,125 9,834,011 SH   SOLE   8,678,270 0 1,155,741
LARGO INC COM 517097101   7,549,763 5,050,356 SH   SOLE   4,964,056 0 86,300
LEAR CORP COM NEW 521865204   6,958,087 69,159 SH   SOLE   69,159 0 0
LEIDOS HOLDINGS INC COM 525327102   5,134,799 27,174 SH   SOLE   27,174 0 0
LENNAR CORP CL A 526057104   28,381,435 225,178 SH   SOLE   225,178 0 0
LIBERTY BROADBAND CORP COM SER C 530307305   40,236,451 633,246 SH   SOLE   633,246 0 0
LIBERTY ENERGY INC COM CL A 53115L104   4,982,929 403,803 SH   SOLE   403,803 0 0
LIBERTY GLOBAL LTD COM CL A G61188101   5,187,690 452,678 SH   SOLE   452,678 0 0
LIFEZONE METALS LIMITED ORD SHS G5568L109   13,974,548 2,550,100 SH   SOLE   2,516,700 0 33,400
LINCOLN NATL CORP IND COM 534187109   821,966 20,381 SH   SOLE   20,381 0 0
LINDE PLC SHS G54950103   1,247,350 2,626 SH   SOLE   0 0 2,626
LKQ CORP COM 501889208   1,997,744 65,414 SH   SOLE   65,414 0 0
LOCKHEED MARTIN CORP COM 539830109   1,363,343 2,731 SH   SOLE   0 0 2,731
LOGITECH INTL S A SHS H50430232   18,404,437 168,741 SH   SOLE   87,421 0 81,320
LOWES COS INC COM 548661107   1,177,136 4,684 SH   SOLE   12 0 4,672
LPL FINL HLDGS INC COM 50212V100   1,132,144 3,403 SH   SOLE   3,403 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100   17,378,795 354,380 SH   SOLE   354,380 0 0
M & T BK CORP COM 55261F104   5,912,988 29,921 SH   SOLE   29,921 0 0
M/I HOMES INC COM 55305B101   1,560,819 10,806 SH   SOLE   10,806 0 0
MACYS INC COM 55616P104   1,481,359 82,619 SH   SOLE   82,619 0 0
MADDEN STEVEN LTD COM 556269108   1,305,151 38,983 SH   SOLE   38,983 0 0
MAGNA INTL INC COM 559222401   39,058,400 824,325 SH   SOLE   727,394 0 96,931
MALIBU BOATS INC COM CL A 56117J100   16,094,259 495,971 SH   SOLE   281,531 0 214,440
MANULIFE FINL CORP COM 56501R106   70,623,080 2,266,701 SH   SOLE   1,564,268 0 702,433
MAPLEBEAR INC COM 565394103   1,075,487 29,257 SH   SOLE   29,257 0 0
MARATHON PETE CORP COM 56585A102   1,030,003 5,344 SH   SOLE   5,344 0 0
MARZETTI COMPANY COM 513847103   50,423,923 291,822 SH   SOLE   168,956 0 122,866
MASIMO CORP COM 574795100   35,828,386 242,822 SH   SOLE   141,023 0 101,799
MASTERBRAND INC COMMON STOCK 57638P104   236,243 17,938 SH   SOLE   17,938 0 0
MASTERCARD INCORPORATED CL A 57636Q104   1,383,915 2,433 SH   SOLE   300 0 2,133
MATCH GROUP INC NEW COM 57667L107   2,476,144 70,106 SH   SOLE   70,106 0 0
MATSON INC COM 57686G105   473,626 4,804 SH   SOLE   4,804 0 0
MATTEL INC COM 577081102   1,011,130 60,079 SH   SOLE   60,079 0 0
MCDONALDS CORP COM 580135101   1,327,695 4,369 SH   SOLE   300 0 4,069
MEDPACE HLDGS INC COM 58506Q109   17,531,314 34,097 SH   SOLE   19,725 0 14,372
MEDTRONIC PLC SHS G5960L103   4,868,288 51,116 SH   SOLE   37,694 0 13,422
MERCK & CO INC COM 58933Y105   556,065,620 6,625,350 SH   SOLE   5,884,638 0 740,711
MERITAGE HOMES CORP COM 59001A102   3,500,687 48,332 SH   SOLE   48,332 0 0
META PLATFORMS INC CL A 30303M102   1,669,178,043 2,272,907 SH   SOLE   2,009,670 0 263,237
METLIFE INC COM 59156R108   6,161,770 74,806 SH   SOLE   59,153 0 15,653
MGIC INVT CORP WIS COM 552848103   16,123,409 568,326 SH   SOLE   568,326 0 0
MICRON TECHNOLOGY INC COM 595112103   26,340,016 157,423 SH   SOLE   157,423 0 0
MICROSOFT CORP COM 594918104   2,568,824,877 4,959,599 SH   SOLE   4,365,047 0 594,552
MIDDLEBY CORP COM 596278101   1,103,319 8,300 SH   SOLE   8,300 0 0
MOHAWK INDS INC COM 608190104   1,289,587 10,003 SH   SOLE   10,003 0 0
MOLINA HEALTHCARE INC COM 60855R100   8,267,135 43,202 SH   SOLE   43,202 0 0
MOLSON COORS BEVERAGE CO CL B 60871R209   8,372,970 185,038 SH   SOLE   185,038 0 0
MONDELEZ INTL INC CL A 609207105   51,140,691 818,644 SH   SOLE   798,684 0 19,960
MONOLITHIC PWR SYS INC COM 609839105   1,296,261 1,408 SH   SOLE   1,408 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109   670,273 9,958 SH   SOLE   9,958 0 0
MORGAN STANLEY COM NEW 617446448   14,468,857 91,022 SH   SOLE   82,938 0 8,084
MOSAIC CO NEW COM 61945C103   245,396 7,076 SH   SOLE   7,076 0 0
MR COOPER GROUP INC COM 62482R107   3,912,473 18,561 SH   SOLE   18,561 0 0
MUELLER INDS INC COM 624756102   4,671,484 46,202 SH   SOLE   46,202 0 0
NATWEST GROUP PLC SPONS ADR 639057207   146,990 10,388 SH   SOLE   10,388 0 0
NETEASE INC SPONSORED ADS 64110W102   2,340,646 15,400 SH   SOLE   11,400 0 4,000
NETFLIX INC COM 64110L106   3,298,229 2,751 SH   SOLE   1,757 0 994
NEW YORK TIMES CO CL A 650111107   60,788,379 1,059,031 SH   SOLE   612,540 0 446,491
NEWMARK GROUP INC CL A 65158N102   1,098,877 58,921 SH   SOLE   58,921 0 0
NEWMARKET CORP COM 651587107   2,703,277 3,264 SH   SOLE   3,264 0 0
NEWS CORP NEW CL A 65249B109   14,446,107 470,404 SH   SOLE   470,404 0 0
NEXGEN ENERGY LTD COM 65340P106   78,894,116 8,810,054 SH   SOLE   8,633,754 0 176,300
NEXTERA ENERGY INC COM 65339F101   1,319,867 17,484 SH   SOLE   0 0 17,484
NEXTRACKER INC CLASS A COM 65290E101   32,459,339 438,699 SH   SOLE   425,099 0 13,600
NICE LTD SPONSORED ADR 653656108   17,439,764 120,457 SH   SOLE   120,457 0 0
NIKE INC CL B 654106103   1,161,144 16,652 SH   SOLE   0 0 16,652
NMI HLDGS INC COM 629209305   977,862 25,505 SH   SOLE   25,505 0 0
NOKIA CORP SPONSORED ADR 654902204   147,186 30,600 SH   SOLE   30,600 0 0
NORFOLK SOUTHN CORP COM 655844108   17,734,395 59,034 SH   SOLE   59,033 0 1
NORTHERN OIL & GAS INC COM 665531307   2,373,286 95,697 SH   SOLE   95,697 0 0
NORTHROP GRUMMAN CORP COM 666807102   10,713,674 17,583 SH   SOLE   17,498 0 85
NORTHWESTERN ENERGY GROUP IN COM NEW 668074305   3,440,290 58,698 SH   SOLE   58,698 0 0
NOVARTIS AG SPONSORED ADR 66987V109   42,451,544 331,032 SH   SOLE   267,840 0 63,192
NOVO-NORDISK A S ADR 670100205   4,251,239 76,612 SH   SOLE   66,648 0 9,964
NUCOR CORP COM 670346105   28,996,917 214,110 SH   SOLE   213,795 0 315
NUTRIEN LTD COM 67077M108   25,298,763 430,894 SH   SOLE   403,646 0 27,248
NVIDIA CORPORATION COM 67066G104   61,285,559 328,468 SH   SOLE   321,445 0 7,023
NXP SEMICONDUCTORS N V COM N6596X109   4,243,521 18,634 SH   SOLE   18,634 0 0
OLD NATL BANCORP IND COM 680033107   259,142 11,806 SH   SOLE   11,806 0 0
OLD REP INTL CORP COM 680223104   1,817,419 42,793 SH   SOLE   42,793 0 0
OLLIES BARGAIN OUTLET HLDGS COM 681116109   47,181,864 367,460 SH   SOLE   213,393 0 154,067
OMNICOM GROUP INC COM 681919106   9,911,194 121,565 SH   SOLE   121,565 0 0
OMNICOM GROUP INC COM 681919106   1,182,185 14,500 SH Put SOLE   14,500 0 0
ON SEMICONDUCTOR CORP COM 682189105   27,856,945 564,935 SH   SOLE   549,910 0 15,025
OPEN TEXT CORP COM 683715106   51,470,378 1,376,901 SH   SOLE   1,130,175 0 246,726
ORACLE CORP COM 68389X105   1,177,195,124 4,185,731 SH   SOLE   3,680,149 0 505,581
ORASURE TECHNOLOGIES INC COM 68554V108   39,583 12,331 SH   SOLE   12,331 0 0
ORGANON & CO COMMON STOCK 68622V106   5,276,422 494,047 SH   SOLE   494,047 0 0
ORMAT TECHNOLOGIES INC COM 686688102   11,351,340 117,936 SH   SOLE   108,536 0 9,400
OSHKOSH CORP COM 688239201   3,365,196 25,946 SH   SOLE   25,946 0 0
OUTFRONT MEDIA INC COM NEW 69007J304   473,480 25,845 SH   SOLE   25,845 0 0
OVINTIV INC COM 69047Q102   1,273,303 31,533 SH   SOLE   31,533 0 0
OWENS CORNING NEW COM 690742101   5,221,713 36,913 SH   SOLE   34,905 0 2,008
P T TELEKOMUNIKASI INDONESIA SPONSORED ADR 715684106   1,766,784 93,878 SH   SOLE   74,878 0 19,000
PACCAR INC COM 693718108   24,856,672 252,814 SH   SOLE   252,814 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101   3,864,000 386,400 SH   SOLE   321,700 0 64,700
PALANTIR TECHNOLOGIES INC CL A 69608A108   1,572,278 8,619 SH   SOLE   1,205 0 7,414
PARK HOTELS & RESORTS INC COM 700517105   223,539 20,175 SH   SOLE   20,175 0 0
PAYCOM SOFTWARE INC COM 70432V102   1,052,564 5,057 SH   SOLE   5,057 0 0
PAYPAL HLDGS INC COM 70450Y103   36,640,779 546,388 SH   SOLE   527,421 0 18,967
PENN ENTERTAINMENT INC COM 707569109   1,022,706 53,100 SH   SOLE   53,100 0 0
PENTAIR PLC SHS G7S00T104   4,108,753 37,096 SH   SOLE   34,696 0 2,400
PEPSICO INC COM 713448108   8,461,229 60,248 SH   SOLE   51,541 0 8,707
PERDOCEO ED CORP COM 71363P106   5,360,449 142,338 SH   SOLE   142,338 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   169,773,696 13,263,570 SH   SOLE   0 0 13,263,570
PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101   8,515,778 720,455 SH   SOLE   720,455 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408   364,418 28,785 SH   SOLE   28,785 0 0
PFIZER INC COM 717081103   61,693,756 2,421,262 SH   SOLE   2,370,523 0 50,739
PHILIP MORRIS INTL INC COM 718172109   2,158,071 13,305 SH   SOLE   13,305 0 0
PHINIA INC COMMON STOCK 71880K101   474,497 8,255 SH   SOLE   8,255 0 0
PHOTRONICS INC COM 719405102   222,500 9,695 SH   SOLE   9,695 0 0
PIEDMONT REALTY TRUST INC COM CL A 720190206   203,301 22,589 SH   SOLE   22,589 0 0
PINNACLE FINL PARTNERS INC COM 72346Q104   12,329,258 131,456 SH   SOLE   131,456 0 0
PINTEREST INC CL A 72352L106   3,558,227 110,607 SH   SOLE   110,607 0 0
PITNEY BOWES INC COM 724479100   279,180 24,468 SH   SOLE   24,468 0 0
PNC FINL SVCS GROUP INC COM 693475105   13,826,596 68,813 SH   SOLE   68,813 0 0
POLARIS INC COM 731068102   3,071,240 52,834 SH   SOLE   52,834 0 0
POSCO HOLDINGS INC SPONSORED ADR 693483109   3,212,281 65,277 SH   SOLE   65,277 0 0
POTLATCHDELTIC CORPORATION COM 737630103   7,123,100 174,800 SH   SOLE   168,100 0 6,700
PPG INDS INC COM 693506107   2,777,216 26,422 SH   SOLE   26,422 0 0
PRECISION DRILLING CORP COM NEW 74022D407   3,903,790 69,300 SH   SOLE   69,300 0 0
PREFORMED LINE PRODS CO COM 740444104   15,639,236 79,731 SH   SOLE   46,115 0 33,616
PREMIER INC CL A 74051N102   454,613 16,353 SH   SOLE   16,353 0 0
PRICE T ROWE GROUP INC COM 74144T108   20,029,888 195,147 SH   SOLE   195,147 0 0
PRICESMART INC COM 741511109   59,286,269 489,201 SH   SOLE   283,894 0 205,307
PRIMORIS SVCS CORP COM 74164F103   723,454 5,268 SH   SOLE   5,268 0 0
PRINCIPAL FINANCIAL GROUP IN COM 74251V102   870,970 10,505 SH   SOLE   10,505 0 0
PROCTER AND GAMBLE CO COM 742718109   84,204,041 548,025 SH   SOLE   540,157 0 7,868
PROG HOLDINGS INC COM NPV 74319R101   659,335 20,375 SH   SOLE   20,375 0 0
PROGRESS SOFTWARE CORP COM 743312100   440,003 10,016 SH   SOLE   10,016 0 0
PROGRESSIVE CORP COM 743315103   10,938,403 44,294 SH   SOLE   44,294 0 0
PULTE GROUP INC COM 745867101   26,224,502 198,475 SH   SOLE   198,475 0 0
PVH CORPORATION COM 693656100   4,171,411 49,796 SH   SOLE   49,796 0 0
QFIN HOLDINGS INC AMERICAN DEP 88557W101   375,003 13,030 SH   SOLE   13,030 0 0
QUALCOMM INC COM 747525103   58,172,765 349,680 SH   SOLE   341,877 0 7,803
QUEST DIAGNOSTICS INC COM 74834L100   332,829,055 1,746,400 SH   SOLE   1,531,315 0 215,085
RADIAN GROUP INC COM 750236101   11,748,355 324,361 SH   SOLE   324,361 0 0
RBC BEARINGS INC COM 75524B104   42,743,000 109,516 SH   SOLE   63,227 0 46,289
REDDIT INC CL A 75734B100   1,194,798 5,195 SH   SOLE   5,195 0 0
REGENERON PHARMACEUTICALS COM 75886F107   34,564,986 61,474 SH   SOLE   61,474 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100   1,780,555 67,522 SH   SOLE   67,522 0 0
RENTOKIL INITIAL PLC SPONSORED ADR 760125104   1,169,075 46,300 SH   SOLE   46,300 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104   1,214,653 28,130 SH   SOLE   28,130 0 0
RESOURCES CONNECTION INC COM 76122Q105   494,062 97,834 SH   SOLE   97,834 0 0
RIO TINTO PLC SPONSORED ADR 767204100   74,356,634 1,126,445 SH   SOLE   829,582 0 296,863
ROBLOX CORP CL A 771049103   446,034 3,220 SH   SOLE   3,220 0 0
ROCKET COS INC COM CL A 77311W101   257,754 13,300 SH Put SOLE   13,300 0 0
RTX CORPORATION COM 75513E101   1,335,461 7,981 SH   SOLE   0 0 7,981
RYANAIR HOLDINGS PLC SPONSORED ADR 783513203   1,634,250 27,138 SH   SOLE   27,138 0 0
RYERSON HLDG CORP COM 783754104   401,490 17,563 SH   SOLE   17,563 0 0
SALESFORCE INC COM 79466L302   903,120,591 3,810,635 SH   SOLE   3,344,929 0 465,705
SALLY BEAUTY HLDGS INC COM 79546E104   263,899 16,210 SH   SOLE   16,210 0 0
SANDISK CORP COM 80004C200   2,760,457 24,603 SH   SOLE   24,603 0 0
SANDSTORM GOLD LTD COM NEW 80013R206   27,271,402 2,178,227 SH   SOLE   2,178,227 0 0
SANOFI SA SPONSORED ADR 80105N105   4,019,741 85,164 SH   SOLE   85,164 0 0
SAP SE SPON ADR 803054204   11,369,405 42,548 SH   SOLE   34,610 0 7,937
SCHWAB CHARLES CORP COM 808513105   1,285,026 13,460 SH   SOLE   84 0 13,376
SEALED AIR CORP NEW COM 81211K100   3,819,780 108,056 SH   SOLE   108,056 0 0
SERVICENOW INC COM 81762P102   1,288,392 1,400 SH   SOLE   55 0 1,345
SHARKNINJA INC COM SHS G8068L108   1,616,051 15,667 SH   SOLE   15,667 0 0
SHELL PLC SPON ADS 780259305   7,225,818 101,018 SH   SOLE   101,018 0 0
SHINHAN FINANCIAL GROUP CO L SPN ADR RESTRD 824596100   1,505,106 29,881 SH   SOLE   18,886 0 10,995
SIGNET JEWELERS LIMITED SHS G81276100   3,607,263 37,607 SH   SOLE   37,607 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108   1,526,441 16,100 SH   SOLE   16,100 0 0
SIMON PPTY GROUP INC NEW COM 828806109   1,302,805 6,942 SH   SOLE   0 0 6,942
SIXTH STREET SPECIALTY LENDI COM 83012A109   1,519,961 66,490 SH   SOLE   66,490 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   3,068,577 39,862 SH   SOLE   39,862 0 0
SLM CORP COM 78442P106   6,118,913 221,059 SH   SOLE   221,059 0 0
SM ENERGY CO COM 78454L100   8,385,051 335,805 SH   SOLE   335,805 0 0
SMITH A O CORP COM 831865209   2,333,630 31,789 SH   SOLE   31,789 0 0
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105   83,650,427 1,946,264 SH   SOLE   1,901,342 0 44,922
SOLAREDGE TECHNOLOGIES INC COM 83417M104   99,784,153 2,696,869 SH   SOLE   2,584,981 0 111,888
SOLVENTUM CORP COM SHS 83444M101   20,392,258 279,346 SH   SOLE   279,346 0 0
SOUTHERN CO COM 842587107   1,282,617 13,534 SH   SOLE   0 0 13,534
SPDR S&P 500 ETF Trust TR UNIT 78462F103   591,954 888 SH   SOLE   888 0 0
SPOK HLDGS INC COM 84863T106   212,296 12,307 SH   SOLE   12,307 0 0
STARBUCKS CORP COM 855244109   1,310,116 15,486 SH   SOLE   500 0 14,986
STATE STR CORP COM 857477103   25,533,569 220,098 SH   SOLE   220,098 0 0
STEEL DYNAMICS INC COM 858119100   21,575,259 154,739 SH   SOLE   154,469 0 270
STEELCASE INC CL A 858155203   1,247,998 72,558 SH   SOLE   72,558 0 0
STELLANTIS N.V SHS N82405106   43,528,004 4,710,721 SH   SOLE   4,352,965 0 357,756
STEPSTONE GROUP INC COM CL A 85914M107   39,081,373 598,398 SH   SOLE   345,421 0 252,977
STMICROELECTRONICS N V NY REGISTRY 861012102   23,920,931 846,459 SH   SOLE   389,533 0 456,926
SUN LIFE FINANCIAL INC. COM 866796105   26,749,355 445,452 SH   SOLE   285,424 0 160,028
SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 86765K109   19,758,951 395,100 SH Put SOLE   395,100 0 0
SUNRUN INC COM 86771W105   107,647,990 6,226,026 SH   SOLE   5,945,106 0 280,920
SYNCHRONY FINANCIAL COM 87165B103   34,914,681 491,410 SH   SOLE   491,410 0 0
T-MOBILE US INC COM 872590104   1,275,417 5,328 SH   SOLE   200 0 5,128
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   46,705,422 167,228 SH   SOLE   153,903 0 13,325
TARGET CORP COM 87612E106   30,721,084 342,487 SH   SOLE   328,784 0 13,703
TAYLOR MORRISON HOME CORP COM 87724P106   1,722,333 26,092 SH   SOLE   26,092 0 0
TE CONNECTIVITY PLC ORD SHS G87052109   14,955,042 68,123 SH   SOLE   65,093 0 3,030
TELEFONAKTIEBOLAGET LM ERICS ADR B SEK 10 294821608   1,322,902 159,964 SH   SOLE   159,964 0 0
TENARIS S A SPONSORED ADS 88031M109   9,689,378 270,880 SH   SOLE   259,111 0 11,769
TEREX CORP NEW COM 880779103   658,692 12,840 SH   SOLE   12,840 0 0
TESLA INC COM 88160R101   2,052,383 4,615 SH   SOLE   1,052 0 3,563
TEXAS INSTRS INC COM 882508104   855,103,995 4,654,133 SH   SOLE   4,083,444 0 570,689
TEXTRON INC COM 883203101   3,591,670 42,510 SH   SOLE   42,510 0 0
TFI INTL INC COM 87241L109   1,193,213 13,550 SH   SOLE   13,200 0 350
THE CIGNA GROUP COM 125523100   471,100,966 1,634,348 SH   SOLE   1,450,329 0 184,019
THERMO FISHER SCIENTIFIC INC COM 883556102   1,038,846,631 2,141,863 SH   SOLE   1,876,729 0 265,134
TIM S A SPONSORED ADR 88706T108   2,018,063 90,415 SH   SOLE   0 0 90,415
TIMKEN CO COM 887389104   1,314,522 17,485 SH   SOLE   17,485 0 0
TJX COS INC NEW COM 872540109   527,891,271 3,652,215 SH   SOLE   3,202,816 0 449,399
TORONTO DOMINION BK ONT COM NEW 891160509   122,649,876 1,533,571 SH   SOLE   1,044,736 0 488,835
TOTALENERGIES SE SPONSORED ADS 89151E109   5,998,726 100,498 SH   SOLE   100,498 0 0
TRADEWEB MKTS INC CL A 892672106   218,523,693 1,969,036 SH   SOLE   1,727,554 0 241,482
TRANE TECHNOLOGIES PLC SHS G8994E103   6,469,913 15,333 SH   SOLE   14,333 0 1,000
TRAVELERS COMPANIES INC COM 89417E109   7,307,746 26,172 SH   SOLE   26,172 0 0
TREX CO INC COM 89531P105   37,464,884 725,080 SH   SOLE   420,823 0 304,257
TRI POINTE HOMES INC COM 87265H109   2,596,429 76,433 SH   SOLE   76,433 0 0
TRUIST FINL CORP COM 89832Q109   3,461,918 75,720 SH   SOLE   75,720 0 0
TTM TECHNOLOGIES INC COM 87305R109   617,875 10,727 SH   SOLE   10,727 0 0
TXNM ENERGY INC COM 69349H107   38,233,116 676,094 SH   SOLE   676,094 0 0
TYSON FOODS INC CL A 902494103   3,317,784 61,101 SH   SOLE   61,101 0 0
UBER TECHNOLOGIES INC COM 90353T100   534,221,953 5,452,913 SH   SOLE   4,766,614 0 686,299
UBS GROUP AG SHS H42097107   275,517 6,743 SH   SOLE   6,743 0 0
UGI CORP NEW COM 902681105   2,636,653 79,274 SH   SOLE   79,274 0 0
ULTA BEAUTY INC COM 90384S303   1,271,741 2,326 SH   SOLE   2,326 0 0
UNILEVER PLC SPON ADR NEW 904767704   17,630,246 297,406 SH   SOLE   268,432 0 28,974
UNION PAC CORP COM 907818108   3,059,101 12,942 SH   SOLE   6,837 0 6,105
UNITED AIRLS HLDGS INC COM 910047109   20,042,954 207,699 SH   SOLE   207,699 0 0
UNITED NAT FOODS INC COM 911163103   411,789 10,946 SH   SOLE   10,946 0 0
UNITED PARCEL SERVICE INC CL B 911312106   35,251,331 422,020 SH   SOLE   407,176 0 14,844
UNITED RENTALS INC COM 911363109   787,595 825 SH   SOLE   800 0 25
UNITED THERAPEUTICS CORP DEL COM 91307C102   6,316,656 15,068 SH   SOLE   15,068 0 0
UNITEDHEALTH GROUP INC COM 91324P102   920,785,373 2,666,623 SH   SOLE   2,335,072 0 331,551
UNIVERSAL CORP VA COM 913456109   835,536 14,955 SH   SOLE   14,955 0 0
UNIVERSAL DISPLAY CORP COM 91347P105   37,981,517 264,440 SH   SOLE   152,945 0 111,495
UNIVERSAL HLTH SVCS INC CL B 913903100   9,209,409 45,047 SH   SOLE   45,047 0 0
UNUM GROUP COM 91529Y106   345,265 4,439 SH   SOLE   4,439 0 0
UPWORK INC COM 91688F104   953,848 51,365 SH   SOLE   51,365 0 0
URBAN OUTFITTERS INC COM 917047102   614,727 8,606 SH   SOLE   8,606 0 0
US BANCORP DEL COM NEW 902973304   858,289,910 17,758,947 SH   SOLE   15,651,159 0 2,107,788
VALMONT INDS INC COM 920253101   14,679,458 37,860 SH   SOLE   36,160 0 1,700
VEEVA SYS INC CL A COM 922475108   1,196,109 4,015 SH   SOLE   4,015 0 0
VERALTO CORP COM SHS 92338C103   5,641,908 52,921 SH   SOLE   52,921 0 0
VERISIGN INC COM 92343E102   859,119 3,073 SH   SOLE   3,073 0 0
VERITEX HLDGS INC COM 923451108   14,881,788 443,835 SH   SOLE   443,835 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   63,194,562 1,437,874 SH   SOLE   1,409,248 0 28,626
VERMILION ENERGY INC COM 923725105   2,188,826 279,901 SH   SOLE   279,901 0 0
VERONA PHARMA PLC SPONSORED ADS 925050106   28,183,712 264,115 SH   SOLE   264,115 0 0
VICI PPTYS INC COM 925652109   9,132,822 280,062 SH   SOLE   280,062 0 0
VIPSHOP HLDGS LTD SPONSORED ADS A 92763W103   26,394,608 1,343,921 SH   SOLE   1,013,115 0 330,806
VIRTU FINL INC CL A 928254101   664,702 18,724 SH   SOLE   18,724 0 0
VISA INC COM CL A 92826C839   832,963,121 2,439,988 SH   SOLE   2,135,927 0 304,061
VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS 92837L109   33,812,035 982,908 SH   SOLE   982,908 0 0
VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308   122,770,665 10,583,678 SH   SOLE   6,205,811 0 4,377,867
VONTIER CORPORATION COM 928881101   2,414,702 57,534 SH   SOLE   57,534 0 0
WALMART INC COM 931142103   1,428,515 13,861 SH   SOLE   1,566 0 12,295
WATERS CORP COM 941848103   1,439,088 4,800 SH   SOLE   4,800 0 0
WEIBO CORP SPONSORED ADR 948596101   12,967,932 1,045,801 SH   SOLE   792,401 0 253,400
WELLS FARGO CO NEW COM 949746101   526,996,158 6,287,235 SH   SOLE   5,512,225 0 775,011
WEST FRASER TIMBER CO LTD COM 952845105   18,016,048 264,974 SH   SOLE   264,974 0 0
WESTERN UN CO COM 959802109   2,615,447 327,340 SH   SOLE   327,340 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104   6,931,284 279,600 SH   SOLE   269,100 0 10,500
WHIRLPOOL CORP COM 963320106   452,500 5,757 SH   SOLE   5,757 0 0
WILLIAMS SONOMA INC COM 969904101   1,077,125 5,511 SH   SOLE   5,511 0 0
WILLSCOT HLDGS CORP COM CL A 971378104   9,105,355 431,329 SH   SOLE   429,234 0 2,095
WIPRO LTD SPON ADR 1 SH 97651M109   76,817 29,208 SH   SOLE   29,208 0 0
WOODSIDE ENERGY GROUP LTD SPONSORED ADR 980228308   547,820 36,400 SH   SOLE   36,400 0 0
WOODWARD INC COM 980745103   54,865,110 217,107 SH   SOLE   125,621 0 91,486
WORTHINGTON ENTERPRISES INC COM 981811102   491,863 8,864 SH   SOLE   8,864 0 0
WP CAREY INC COM 92936U109   1,207,543 17,871 SH   SOLE   17,871 0 0
XPEL INC COM 98379L100   10,940,747 330,836 SH   SOLE   191,766 0 139,070
YELP INC CL A 985817105   372,154 11,928 SH   SOLE   11,928 0 0
YETI HLDGS INC COM 98585X104   1,696,759 51,138 SH   SOLE   51,138 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100   33,412,790 1,375,578 SH   SOLE   1,375,578 0 0
YUM BRANDS INC COM 988498101   673,208 4,429 SH   SOLE   4,429 0 0
ZIFF DAVIS INC COM 48123V102   212,446 5,576 SH   SOLE   5,576 0 0
ZIM INTEGRATED SHIPPING SERV SHS M9T951109   3,172,746 234,151 SH   SOLE   134,336 0 99,815
ZOETIS INC CL A 98978V103   1,142,759 7,810 SH   SOLE   7,810 0 0
ZOOM COMMUNICATIONS INC CL A 98980L101   28,698,533 347,861 SH   SOLE   347,861 0 0