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SOLE 1 15529 0 0 ALLETE INC COM NEW COM 018522300 22203 383 SH SOLE 1 383 0 0 ALLISON TRANSMISSION HLDGS I COM COM 01973R101 1368252 24234 SH SOLE 1 24234 0 0 ALPHABET INC CAP STK CL A COM 02079K305 211781380 1769268 SH SOLE 1 1769268 0 0 ALPHABET INC CAP STK CL C COM 02079K107 115582843 955467 SH SOLE 1 955467 0 0 ALTRIA GROUP INC COM COM 02209S103 37285660 823083 SH SOLE 1 823083 0 0 AMAZON COM INC COM COM 023135106 190203974 1459067 SH SOLE 1 1459067 0 0 AMBEV SA SPONSORED ADR COM 02319V103 1028355 323382 SH SOLE 1 323382 0 0 AMEDISYS INC COM COM 023436108 26243 287 SH SOLE 1 287 0 0 AMER SOFTWARE INC CL A COM 029683109 15754 1499 SH SOLE 1 1499 0 0 AMERESCO INC CL A COM 02361E108 20668 425 SH SOLE 1 425 0 0 AMERICAN AIRLS GROUP INC COM COM 02376R102 3564481 198689 SH SOLE 1 198689 0 0 AMERICAN ELEC PWR CO INC COM COM 025537101 12209 145 SH SOLE 1 145 0 0 AMERICAN EXPRESS CO COM COM 025816109 38392112 220391 SH SOLE 1 220391 0 0 AMERICAN INTL GROUP INC COM NEW COM 026874784 3326157 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SH SOLE 1 1563 0 0 APPLE INC COM COM 037833100 596770042 3076610 SH SOLE 1 3076610 0 0 APPLIED INDL TECHNOLOGIES IN COM COM 03820C105 22883 158 SH SOLE 1 158 0 0 APPLIED MATLS INC COM COM 038222105 10021392 69333 SH SOLE 1 69333 0 0 APTARGROUP INC COM COM 038336103 158265 1366 SH SOLE 1 1366 0 0 ARAMARK COM COM 03852U106 19926424 462867 SH SOLE 1 462867 0 0 ARCHER DANIELS MIDLAND CO COM COM 039483102 29198953 386434 SH SOLE 1 386434 0 0 ARGENX SE SPONSORED ADR COM 04016X101 8269291 21218 SH SOLE 1 21218 0 0 ARISTA NETWORKS INC COM COM 040413106 14175226 87469 SH SOLE 1 87469 0 0 ARROW ELECTRS INC COM COM 042735100 3114393 21744 SH SOLE 1 21744 0 0 ASGN INC COM COM 00191U102 28513 377 SH SOLE 1 377 0 0 ASPEN TECHNOLOGY INC COM COM 29109X106 1149469 6858 SH SOLE 1 6858 0 0 ASTEC INDS INC COM COM 046224101 24901 548 SH SOLE 1 548 0 0 AT&T INC COM COM 00206R102 33710995 2113542 SH SOLE 1 2113542 0 0 ATLASSIAN CORPORATION CL A COM 049468101 7229087 43079 SH SOLE 1 43079 0 0 ATRICURE INC COM 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AZENTA INC COM COM 114340102 38044 815 SH SOLE 1 815 0 0 BAIDU INC SPON ADR REP A COM 056752108 8466651 61841 SH SOLE 1 61841 0 0 BAKER HUGHES COMPANY CL A COM 05722G100 143667 4545 SH SOLE 1 4545 0 0 BALCHEM CORP COM COM 057665200 22648 168 SH SOLE 1 168 0 0 BANCO BRADESCO S A SP ADR PFD NEW PFD 059460303 3804831 1099662 SH SOLE 1 1099662 0 0 BANCOLOMBIA S A SPON ADR PREF COM 05968L102 13874 520 SH SOLE 1 520 0 0 BANK AMERICA CORP COM COM 060505104 31857548 1110406 SH SOLE 1 1110406 0 0 BANK HAWAII CORP COM COM 062540109 28160 683 SH SOLE 1 683 0 0 BANK MONTREAL QUE COM COM 063671101 386437 3230 SH SOLE 1 3230 0 0 BANK NEW YORK MELLON CORP COM COM 064058100 16472 370 SH SOLE 1 370 0 0 BANK NOVA SCOTIA HALIFAX COM COM 064149107 363148 5479 SH SOLE 1 5479 0 0 BANK OZK LITTLE ROCK ARK COM COM 06417N103 6721860 167377 SH SOLE 1 167377 0 0 BATH & BODY WORKS INC COM COM 070830104 795450 21212 SH SOLE 1 21212 0 0 BECTON DICKINSON & CO COM COM 075887109 3365599 12748 SH SOLE 1 12748 0 0 BELDEN INC COM COM 077454106 20756 217 SH SOLE 1 217 0 0 BERKLEY W R CORP COM COM 084423102 96785 1625 SH SOLE 1 1625 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW COM 084670702 124901821 366281 SH SOLE 1 366281 0 0 BEST BUY INC COM COM 086516101 1394789 17020 SH SOLE 1 17020 0 0 BILIBILI INC SPONS ADS REP Z COM 090040106 18966 1256 SH SOLE 1 1256 0 0 BILL HOLDINGS INC COM COM 090043100 74200 635 SH SOLE 1 635 0 0 BIOGEN INC COM COM 09062X103 2168278 7612 SH SOLE 1 7612 0 0 BIOLIFE SOLUTIONS INC COM NEW COM 09062W204 2210 100 SH SOLE 1 100 0 0 BIO-TECHNE CORP COM COM 09073M104 3592 44 SH SOLE 1 44 0 0 BJS WHSL CLUB HLDGS INC COM COM 05550J101 407801 6472 SH SOLE 1 6472 0 0 BLACKLINE INC COM COM 09239B109 36167 672 SH SOLE 1 672 0 0 BLACKROCK INC COM COM 09247X101 1322151 1913 SH SOLE 1 1913 0 0 BLACKSTONE INC COM COM 09260D107 64986 699 SH SOLE 1 699 0 0 BLOCK H & R INC COM COM 093671105 541248 16983 SH SOLE 1 16983 0 0 BLUEPRINT MEDICINES CORP COM COM 09627Y109 46389 734 SH SOLE 1 734 0 0 BOEING CO COM COM 097023105 17873638 84645 SH SOLE 1 84645 0 0 BOOKING HOLDINGS INC COM COM 09857L108 46559090 17242 SH SOLE 1 17242 0 0 BOOT BARN HLDGS INC COM COM 099406100 77068 910 SH SOLE 1 910 0 0 BOOZ ALLEN HAMILTON HLDG COR CL A COM 099502106 453208 4061 SH SOLE 1 4061 0 0 BORGWARNER INC COM COM 099724106 34439928 704149 SH SOLE 1 704149 0 0 BOSTON PROPERTIES INC COM COM 101121101 1080043 18754 SH SOLE 1 18754 0 0 BOSTON SCIENTIFIC CORP COM COM 101137107 175252 3240 SH SOLE 1 3240 0 0 BOX INC CL A COM 10316T104 36196 1232 SH SOLE 1 1232 0 0 BRIGHT HORIZONS FAM SOL IN D COM COM 109194100 31988 346 SH SOLE 1 346 0 0 BRINKS CO COM COM 109696104 67355 993 SH SOLE 1 993 0 0 BRISTOL-MYERS SQUIBB CO COM COM 110122108 47662958 745316 SH SOLE 1 745316 0 0 BROADCOM INC COM COM 11135F101 154472802 178081 SH SOLE 1 178081 0 0 BROADRIDGE FINL SOLUTIONS IN COM COM 11133T103 28901110 174492 SH SOLE 1 174492 0 0 BROOKFIELD RENEWABLE CORP CL A SUB VTG COM 11284V105 6194500 196526 SH SOLE 1 196526 0 0 BROWN FORMAN CORP CL B COM 115637209 945939 14165 SH SOLE 1 14165 0 0 BRUKER CORP COM COM 116794108 554622 7503 SH SOLE 1 7503 0 0 BUILDERS FIRSTSOURCE INC COM COM 12008R107 1016464 7474 SH SOLE 1 7474 0 0 BURLINGTON STORES INC COM COM 122017106 1290126 8197 SH SOLE 1 8197 0 0 BWX TECHNOLOGIES INC COM COM 05605H100 76508 1069 SH SOLE 1 1069 0 0 C H ROBINSON WORLDWIDE INC COM NEW COM 12541W209 3462079 36694 SH SOLE 1 36694 0 0 CABLE ONE INC COM COM 12685J105 145215 221 SH SOLE 1 221 0 0 CACTUS INC CL A COM 127203107 35718 844 SH SOLE 1 844 0 0 CADENCE DESIGN SYSTEM INC COM COM 127387108 25579331 109071 SH SOLE 1 109071 0 0 CAESARS ENTERTAINMENT INC NE COM COM 12769G100 2334885 45809 SH SOLE 1 45809 0 0 CAMECO CORP COM COM 13321L108 70533 1700 SH SOLE 1 1700 0 0 CAMPBELL SOUP CO COM COM 134429109 413173 9039 SH SOLE 1 9039 0 0 CANADIAN IMPERIAL BK COMM TO COM COM 136069101 325729 5759 SH SOLE 1 5759 0 0 CANADIAN NAT RES LTD COM COM 136385101 111720 1500 SH SOLE 1 1500 0 0 CANADIAN NATL RY CO COM COM 136375102 16042 100 SH SOLE 1 100 0 0 CANADIAN PACIFIC KANSAS CITY COM ADDED COM 13646K108 74900 700 SH SOLE 1 700 0 0 CAPITAL ONE FINL CORP COM COM 14040H105 33139 303 SH SOLE 1 303 0 0 CARDINAL HEALTH INC COM COM 14149Y108 7649767 80890 SH SOLE 1 80890 0 0 CARLISLE COS INC COM COM 142339100 666208 2597 SH SOLE 1 2597 0 0 CARNIVAL CORP COMMON STOCK COM 143658300 63853 3391 SH SOLE 1 3391 0 0 CARRIER GLOBAL CORPORATION COM COM 14448C104 1888185 37984 SH SOLE 1 37984 0 0 CARTERS INC COM COM 146229109 1903354 26217 SH SOLE 1 26217 0 0 CASELLA WASTE SYS INC CL A COM 147448104 67295 744 SH SOLE 1 744 0 0 CASEYS GEN STORES INC COM COM 147528103 3394322 13918 SH SOLE 1 13918 0 0 CATERPILLAR INC COM COM 149123101 61537843 250103 SH SOLE 1 250103 0 0 CBIZ INC COM COM 124805102 61752 1159 SH SOLE 1 1159 0 0 CBOE GLOBAL MKTS INC COM COM 12503M108 25946 188 SH SOLE 1 188 0 0 CDW CORP COM COM 12514G108 45325 247 SH SOLE 1 247 0 0 CEMEX SAB DE CV SPON ADR NEW COM 151290889 44094 6228 SH SOLE 1 6228 0 0 CENTENE CORP DEL COM COM 15135B101 12623335 187151 SH SOLE 1 187151 0 0 CENTERPOINT ENERGY INC COM COM 15189T107 11048 379 SH SOLE 1 379 0 0 CENTRAIS ELETRICAS BRASILEIR SPONSORED ADR COM 15234Q207 2570357 310805 SH SOLE 1 310805 0 0 CENTRAL GARDEN & PET CO CL A NON-VTG COM 153527205 30955 849 SH SOLE 1 849 0 0 CERIDIAN HCM HLDG INC COM COM 15677J108 69515 1038 SH SOLE 1 1038 0 0 CERTARA INC COM COM 15687V109 439298 24124 SH SOLE 1 24124 0 0 CF INDS HLDGS INC COM COM 125269100 5316184 76580 SH SOLE 1 76580 0 0 CGI INC CL A SUB VTG COM 12532H104 51829 371 SH SOLE 1 371 0 0 CHAMPIONX CORPORATION COM COM 15872M104 36472 1175 SH SOLE 1 1175 0 0 CHARLES RIV LABS INTL INC COM COM 159864107 15611904 74254 SH SOLE 1 74254 0 0 CHART INDS INC COM COM 16115Q308 38989 244 SH SOLE 1 244 0 0 CHARTER COMMUNICATIONS INC N CL A COM 16119P108 23722918 64575 SH SOLE 1 64575 0 0 CHEESECAKE FACTORY INC COM COM 163072101 38315 1108 SH SOLE 1 1108 0 0 CHEMED CORP NEW COM COM 16359R103 39000 72 SH SOLE 1 72 0 0 CHENIERE ENERGY INC COM NEW COM 16411R208 6441171 42276 SH SOLE 1 42276 0 0 CHEVRON CORP NEW COM COM 166764100 61296637 389556 SH SOLE 1 389556 0 0 CHIMERA INVT CORP COM NEW COM 16934Q208 2446630 424026 SH SOLE 1 424026 0 0 CHIPOTLE MEXICAN GRILL INC COM COM 169656105 15535557 7263 SH SOLE 1 7263 0 0 CHOICE HOTELS INTL INC COM COM 169905106 26560 226 SH SOLE 1 226 0 0 CHORD ENERGY CORPORATION COM NEW COM 674215207 78284 509 SH SOLE 1 509 0 0 CHURCH & DWIGHT CO INC COM COM 171340102 129597 1293 SH SOLE 1 1293 0 0 CHURCHILL DOWNS INC COM COM 171484108 51215 368 SH SOLE 1 368 0 0 CIENA CORP COM NEW COM 171779309 25409 598 SH SOLE 1 598 0 0 CINCINNATI FINL CORP COM COM 172062101 15623850 160541 SH SOLE 1 160541 0 0 CINTAS CORP COM COM 172908105 35312066 71039 SH SOLE 1 71039 0 0 CIRRUS LOGIC INC COM COM 172755100 626936 7739 SH SOLE 1 7739 0 0 CISCO SYS INC COM COM 17275R102 88194400 1704569 SH SOLE 1 1704569 0 0 CITIGROUP INC COM NEW COM 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194693107 52630 536 SH SOLE 1 536 0 0 COLUMBIA SPORTSWEAR CO COM COM 198516106 38388 497 SH SOLE 1 497 0 0 COLUMBUS MCKINNON CORP N Y COM COM 199333105 24227 596 SH SOLE 1 596 0 0 COMCAST CORP NEW CL A COM 20030N101 50366245 1212184 SH SOLE 1 1212184 0 0 COMERICA INC COM COM 200340107 4892665 115502 SH SOLE 1 115502 0 0 COMFORT SYS USA INC COM COM 199908104 54843 334 SH SOLE 1 334 0 0 COMMERCE BANCSHARES INC COM COM 200525103 7938 163 SH SOLE 1 163 0 0 CONMED CORP COM COM 207410101 46067 339 SH SOLE 1 339 0 0 CONOCOPHILLIPS COM COM 20825C104 23115184 223098 SH SOLE 1 223098 0 0 CONSOLIDATED EDISON INC COM COM 209115104 31666487 350293 SH SOLE 1 350293 0 0 CONSTELLATION ENERGY CORP COM COM 21037T109 5246975 57313 SH SOLE 1 57313 0 0 COOPER COS INC COM NEW COM 216648402 1699745 4433 SH SOLE 1 4433 0 0 COPART INC COM COM 217204106 10316398 113106 SH SOLE 1 113106 0 0 CORCEPT THERAPEUTICS INC COM COM 218352102 30661 1378 SH SOLE 1 1378 0 0 CORE & MAIN INC CL A COM 21874C102 141343 4510 SH SOLE 1 4510 0 0 CORNING INC COM COM 219350105 1205867 34414 SH SOLE 1 34414 0 0 CORPORATE OFFICE PPTYS TR SH BEN INT COM 22002T108 30685 1292 SH SOLE 1 1292 0 0 CORTEVA INC COM COM 22052L104 82397 1438 SH SOLE 1 1438 0 0 COSTAR GROUP INC COM COM 22160N109 85796 964 SH SOLE 1 964 0 0 COSTCO WHSL CORP NEW COM COM 22160K105 21682178 40273 SH SOLE 1 40273 0 0 COTERRA ENERGY INC COM COM 127097103 1947417 76973 SH SOLE 1 76973 0 0 COUPANG INC CL A COM 22266T109 42647 2451 SH SOLE 1 2451 0 0 COUSINS PPTYS INC COM NEW COM 222795502 332082 14565 SH SOLE 1 14565 0 0 CRACKER BARREL OLD CTRY STOR COM COM 22410J106 1382325 14835 SH SOLE 1 14835 0 0 CRANE NXT CO COM COM 224441105 39452 699 SH SOLE 1 699 0 0 CROWDSTRIKE HLDGS INC CL A COM 22788C105 13153237 89557 SH SOLE 1 89557 0 0 CROWN CASTLE INC COM COM 22822V101 143223 1257 SH SOLE 1 1257 0 0 CRYOPORT INC COM PAR $0.001 COM 229050307 1725 100 SH SOLE 1 100 0 0 CSX CORP COM COM 126408103 33492099 982173 SH SOLE 1 982173 0 0 CUMMINS INC COM COM 231021106 3596988 14672 SH SOLE 1 14672 0 0 CVS HEALTH CORP COM COM 126650100 34746812 502630 SH SOLE 1 502630 0 0 D R HORTON INC COM COM 23331A109 87252 717 SH SOLE 1 717 0 0 DADA NEXUS LTD ADS COM 23344D108 29885 5628 SH SOLE 1 5628 0 0 DADA NEXUS LTD ADS COM 23344D108 4246094 799641 SH SOLE 2 799641 0 0 DANAHER CORPORATION COM COM 235851102 408000 1700 SH SOLE 1 1700 0 0 DARDEN RESTAURANTS INC COM COM 237194105 10721022 64167 SH SOLE 1 64167 0 0 DATADOG INC CL A COM COM 23804L103 9273004 94257 SH SOLE 1 94257 0 0 DAVITA INC COM COM 23918K108 4177744 41582 SH SOLE 1 41582 0 0 DBX ETF TR XTRACK HRVST CSI COM 233051879 3220459 120346 SH SOLE 1 120346 0 0 DECKERS OUTDOOR CORP COM COM 243537107 95506 181 SH SOLE 1 181 0 0 DEERE & CO COM COM 244199105 606569 1497 SH SOLE 1 1497 0 0 DELEK US HLDGS INC NEW COM COM 24665A103 18154 758 SH SOLE 1 758 0 0 DELTA AIR LINES INC DEL COM NEW COM 247361702 8182965 172128 SH SOLE 1 172128 0 0 DENBURY INC COM COM 24790A101 79791 925 SH SOLE 1 925 0 0 DENTSPLY SIRONA INC COM COM 24906P109 551356 13777 SH SOLE 1 13777 0 0 DEVON ENERGY CORP NEW COM COM 25179M103 4651130 96217 SH SOLE 1 96217 0 0 DEXCOM INC COM COM 252131107 9587489 74605 SH SOLE 1 74605 0 0 DIAMONDBACK ENERGY INC COM COM 25278X109 75269 573 SH SOLE 1 573 0 0 DILLARDS INC CL A COM 254067101 670505 2055 SH SOLE 1 2055 0 0 DISCOVER FINL SVCS COM COM 254709108 15249977 130509 SH SOLE 1 130509 0 0 DISNEY WALT CO COM COM 254687106 881640 9875 SH SOLE 1 9875 0 0 DOCUSIGN INC COM COM 256163106 8594666 168226 SH SOLE 1 168226 0 0 DOLBY LABORATORIES INC COM CL A COM 25659T107 1194448 14274 SH SOLE 1 14274 0 0 DOMINION ENERGY INC COM COM 25746U109 2252295 43489 SH SOLE 1 43489 0 0 DOMINOS PIZZA INC COM COM 25754A201 3342267 9918 SH SOLE 1 9918 0 0 DONALDSON INC COM COM 257651109 86951 1391 SH SOLE 1 1391 0 0 DONNELLEY FINL SOLUTIONS INC COM COM 25787G100 29777 654 SH SOLE 1 654 0 0 DOUGLAS DYNAMICS INC COM COM 25960R105 28386 950 SH SOLE 1 950 0 0 DOVER CORP COM COM 260003108 1215455 8232 SH SOLE 1 8232 0 0 DOW INC COM COM 260557103 18392010 345325 SH SOLE 1 345325 0 0 DTE ENERGY CO COM COM 233331107 3763234 34205 SH SOLE 1 34205 0 0 DUCOMMUN INC DEL COM COM 264147109 27275 626 SH SOLE 1 626 0 0 DUKE ENERGY CORP NEW COM NEW COM 26441C204 23726179 264388 SH SOLE 1 264388 0 0 DUPONT DE NEMOURS INC COM COM 26614N102 1481166 20733 SH SOLE 1 20733 0 0 DXC TECHNOLOGY CO COM COM 23355L106 2431119 90985 SH SOLE 1 90985 0 0 DYNATRACE INC COM NEW COM 268150109 6983758 135686 SH SOLE 1 135686 0 0 EAGLE BANCORP INC MD COM COM 268948106 12209 577 SH SOLE 1 577 0 0 EAGLE MATLS INC COM COM 26969P108 49774 267 SH SOLE 1 267 0 0 EAST WEST BANCORP INC COM COM 27579R104 1598217 30275 SH SOLE 1 30275 0 0 EBAY INC. COM COM 278642103 6368593 142506 SH SOLE 1 142506 0 0 ECOLAB INC COM COM 278865100 672271 3601 SH SOLE 1 3601 0 0 EDWARDS LIFESCIENCES CORP COM COM 28176E108 15099969 160076 SH SOLE 1 160076 0 0 ELANCO ANIMAL HEALTH INC COM COM 28414H103 955378 94968 SH SOLE 1 94968 0 0 ELECTRONIC ARTS INC COM COM 285512109 743959 5736 SH SOLE 1 5736 0 0 ELEVANCE HEALTH INC COM COM 036752103 39771952 89518 SH SOLE 1 89518 0 0 EMCOR GROUP INC COM COM 29084Q100 24576 133 SH SOLE 1 133 0 0 EMERSON ELEC CO COM COM 291011104 151132 1672 SH SOLE 1 1672 0 0 EMPIRE ST RLTY TR INC CL A COM 292104106 556477 74296 SH SOLE 1 74296 0 0 ENCOMPASS HEALTH CORP COM COM 29261A100 56809 839 SH SOLE 1 839 0 0 ENDAVA PLC ADS COM 29260V105 35787 691 SH SOLE 1 691 0 0 ENERGY RECOVERY INC COM COM 29270J100 57409 2054 SH SOLE 1 2054 0 0 ENOVIS CORPORATION COM COM 194014502 610871 9527 SH SOLE 1 9527 0 0 ENPHASE ENERGY INC COM COM 29355A107 13646605 81482 SH SOLE 1 81482 0 0 ENSIGN GROUP INC COM COM 29358P101 52121 546 SH SOLE 1 546 0 0 ENTERGY CORP NEW COM COM 29364G103 83251 855 SH SOLE 1 855 0 0 ENVESTNET INC COM COM 29404K106 56264 948 SH SOLE 1 948 0 0 EOG RES INC COM COM 26875P101 10672217 93256 SH SOLE 1 93256 0 0 EPAM SYS INC COM COM 29414B104 97092 432 SH SOLE 1 432 0 0 EQT CORP COM COM 26884L109 2219005 53951 SH SOLE 1 53951 0 0 EQUIFAX INC COM COM 294429105 20227094 85963 SH SOLE 1 85963 0 0 EQUINIX INC COM COM 29444U700 148165 189 SH SOLE 1 189 0 0 EQUITY RESIDENTIAL SH BEN INT COM 29476L107 4760593 72163 SH SOLE 1 72163 0 0 ERIE INDTY CO CL A COM 29530P102 3102898 14775 SH SOLE 1 14775 0 0 ESAB CORPORATION COM COM 29605J106 719164 10808 SH SOLE 1 10808 0 0 ESSEX PPTY TR INC COM COM 297178105 2713897 11583 SH SOLE 1 11583 0 0 ETSY INC COM COM 29786A106 2182430 25794 SH SOLE 1 25794 0 0 EURONET WORLDWIDE INC COM COM 298736109 45540 388 SH SOLE 1 388 0 0 EVERBRIDGE INC COM COM 29978A104 915 34 SH SOLE 1 34 0 0 EVERCORE INC CLASS A COM 29977A105 5179657 41910 SH SOLE 1 41910 0 0 EVERGY INC COM COM 30034W106 29817276 510395 SH SOLE 1 510395 0 0 EVERSOURCE ENERGY COM COM 30040W108 834019 11760 SH SOLE 1 11760 0 0 EXACT SCIENCES CORP COM COM 30063P105 57655 614 SH SOLE 1 614 0 0 EXELON CORP COM COM 30161N101 10307 253 SH SOLE 1 253 0 0 EXPEDIA GROUP INC COM NEW COM 30212P303 4026646 36810 SH SOLE 1 36810 0 0 EXPEDITORS INTL WASH INC COM COM 302130109 10785657 89042 SH SOLE 1 89042 0 0 EXPONENT INC COM COM 30214U102 67564 724 SH SOLE 1 724 0 0 EXXON MOBIL CORP COM COM 30231G102 107923959 1006284 SH SOLE 1 1006284 0 0 F5 INC COM COM 315616102 169223 1157 SH SOLE 1 1157 0 0 FACTSET RESH SYS INC COM COM 303075105 47677 119 SH SOLE 1 119 0 0 FAIR ISAAC CORP COM COM 303250104 642513 794 SH SOLE 1 794 0 0 FASTENAL CO COM COM 311900104 1652428 28012 SH SOLE 1 28012 0 0 FEDERATED HERMES INC CL B COM 314211103 37069 1034 SH SOLE 1 1034 0 0 FEDEX CORP COM COM 31428X106 2166894 8741 SH SOLE 1 8741 0 0 FIDELITY NATL INFORMATION SV COM COM 31620M106 212236 3880 SH SOLE 1 3880 0 0 FIFTH THIRD BANCORP COM COM 316773100 48751 1860 SH SOLE 1 1860 0 0 FIRST AMERN FINL CORP COM COM 31847R102 26172 459 SH SOLE 1 459 0 0 FIRST HORIZON CORPORATION COM COM 320517105 425724 37775 SH SOLE 1 37775 0 0 FIRST INDL RLTY TR INC COM COM 32054K103 29952 569 SH SOLE 1 569 0 0 FIRST SOLAR INC COM COM 336433107 12568561 66119 SH SOLE 1 66119 0 0 FIRSTSERVICE CORP NEW COM COM 33767E202 61206 300 SH SOLE 1 300 0 0 FISERV INC COM COM 337738108 11481164 91012 SH SOLE 1 91012 0 0 FIVE9 INC COM COM 338307101 30012 364 SH SOLE 1 364 0 0 FLEETCOR TECHNOLOGIES INC COM COM 339041105 2369191 9436 SH SOLE 1 9436 0 0 FLOOR & DECOR HLDGS INC CL A COM 339750101 985957 9484 SH SOLE 1 9484 0 0 FOOT LOCKER INC COM COM 344849104 15046 555 SH SOLE 1 555 0 0 FORTINET INC COM COM 34959E109 51977725 687627 SH SOLE 1 687627 0 0 FORTIVE CORP COM COM 34959J108 782468 10465 SH SOLE 1 10465 0 0 FORWARD AIR CORP COM COM 349853101 22177 209 SH SOLE 1 209 0 0 FOUR CORNERS PPTY TR INC COM COM 35086T109 40640 1600 SH SOLE 1 1600 0 0 FOX CORP CL A COM COM 35137L105 7629872 224408 SH SOLE 1 224408 0 0 FOX CORP CL B COM COM 35137L204 11072304 347203 SH SOLE 1 347203 0 0 FOX FACTORY HLDG CORP COM COM 35138V102 62719 578 SH SOLE 1 578 0 0 FREEPORT-MCMORAN INC CL B COM 35671D857 2704520 67613 SH SOLE 1 67613 0 0 GALLAGHER ARTHUR J & CO COM COM 363576109 616772 2809 SH SOLE 1 2809 0 0 GAMING & LEISURE PPTYS INC COM COM 36467J108 5708200 117792 SH SOLE 1 117792 0 0 GAP INC COM COM 364760108 216669 24263 SH SOLE 1 24263 0 0 GARTNER INC COM COM 366651107 19217656 54859 SH SOLE 1 54859 0 0 GENERAL DYNAMICS CORP COM COM 369550108 8066404 37492 SH SOLE 1 37492 0 0 GENERAL ELECTRIC CO COM NEW COM 369604301 7393894 67309 SH SOLE 1 67309 0 0 GENERAL MLS INC COM COM 370334104 10119108 131931 SH SOLE 1 131931 0 0 GENERAL MTRS CO COM COM 37045V100 16989960 440611 SH SOLE 1 440611 0 0 GENUINE PARTS CO COM COM 372460105 2664019 15742 SH SOLE 1 15742 0 0 GERDAU SA SPON ADR REP PFD PFD 373737105 1259461 241276 SH SOLE 1 241276 0 0 GIBRALTAR INDS INC COM COM 374689107 29698 472 SH SOLE 1 472 0 0 GILEAD SCIENCES INC COM COM 375558103 6870559 89147 SH SOLE 1 89147 0 0 GLOBUS MED INC CL A COM 379577208 65851 1106 SH SOLE 1 1106 0 0 GODADDY INC CL A COM 380237107 2430230 32347 SH SOLE 1 32347 0 0 GOGO INC COM COM 38046C109 30618 1800 SH SOLE 1 1800 0 0 GOLDEN ENTMT INC COM COM 381013101 24537 587 SH SOLE 1 587 0 0 GOLDMAN SACHS GROUP INC COM COM 38141G104 40285891 124902 SH SOLE 1 124902 0 0 GOOSEHEAD INS INC COM CL A COM 38267D109 52262 831 SH SOLE 1 831 0 0 GRACO INC COM COM 384109104 353603 4095 SH SOLE 1 4095 0 0 GRAINGER W W INC COM COM 384802104 9713852 12318 SH SOLE 1 12318 0 0 GRAND CANYON ED INC COM COM 38526M106 1061412 10284 SH SOLE 1 10284 0 0 GRAPHIC PACKAGING HLDG CO COM COM 388689101 4904715 204108 SH SOLE 1 204108 0 0 GREEN PLAINS INC COM COM 393222104 33046 1025 SH SOLE 1 1025 0 0 GUIDEWIRE SOFTWARE INC COM COM 40171V100 29671 390 SH SOLE 1 390 0 0 HALLIBURTON CO COM COM 406216101 6950531 210686 SH SOLE 1 210686 0 0 HAMILTON LANE INC CL A COM 407497106 48708 609 SH SOLE 1 609 0 0 HANESBRANDS INC COM COM 410345102 101237 22299 SH SOLE 1 22299 0 0 HANOVER INS GROUP INC COM COM 410867105 22154 196 SH SOLE 1 196 0 0 HARTFORD FINL SVCS GROUP INC COM COM 416515104 6958644 96621 SH SOLE 1 96621 0 0 HASBRO INC COM COM 418056107 1231 19 SH SOLE 1 19 0 0 HAYWARD HLDGS INC COM COM 421298100 16512 1285 SH SOLE 1 1285 0 0 HCA HEALTHCARE INC COM COM 40412C101 17202157 56683 SH SOLE 1 56683 0 0 HDFC BANK LTD SPONSORED ADS COM 40415F101 9334085 133918 SH SOLE 1 133918 0 0 HDFC BANK LTD SPONSORED ADS COM 40415F101 209100 3000 SH SOLE 2 3000 0 0 HEALTHEQUITY INC COM COM 42226A107 23046 365 SH SOLE 1 365 0 0 HEALTHPEAK PROPERTIES INC COM COM 42250P103 34262239 1704589 SH SOLE 1 1704589 0 0 HEICO CORP NEW COM COM 422806109 2057458 11628 SH SOLE 1 11628 0 0 HENRY JACK & ASSOC INC COM COM 426281101 1215150 7262 SH SOLE 1 7262 0 0 HENRY SCHEIN INC COM COM 806407102 127165 1568 SH SOLE 1 1568 0 0 HERC HLDGS INC COM COM 42704L104 9580 70 SH SOLE 1 70 0 0 HERSHEY CO COM COM 427866108 16163580 64732 SH SOLE 1 64732 0 0 HEWLETT PACKARD ENTERPRISE C COM COM 42824C109 5566630 331347 SH SOLE 1 331347 0 0 HEXCEL CORP NEW COM COM 428291108 107036 1408 SH SOLE 1 1408 0 0 HILLENBRAND INC COM COM 431571108 37742 736 SH SOLE 1 736 0 0 HILTON WORLDWIDE HLDGS INC COM COM 43300A203 19777334 135880 SH SOLE 1 135880 0 0 HOLOGIC INC COM COM 436440101 23449479 289607 SH SOLE 1 289607 0 0 HOME DEPOT INC COM COM 437076102 58608449 188670 SH SOLE 1 188670 0 0 HONEYWELL INTL INC COM COM 438516106 36501325 175910 SH SOLE 1 175910 0 0 HOST HOTELS & RESORTS INC COM COM 44107P104 7602246 451708 SH SOLE 1 451708 0 0 HOULIHAN LOKEY INC CL A COM 441593100 52399 533 SH SOLE 1 533 0 0 HUB GROUP INC CL A COM 443320106 33333 415 SH SOLE 1 415 0 0 HUBSPOT INC COM COM 443573100 5442217 10228 SH SOLE 1 10228 0 0 HUMANA INC COM COM 444859102 19985370 44697 SH SOLE 1 44697 0 0 HUNTINGTON BANCSHARES INC COM COM 446150104 213455 19801 SH SOLE 1 19801 0 0 HYATT HOTELS CORP COM CL A COM 448579102 150558 1314 SH SOLE 1 1314 0 0 ICF INTL INC COM COM 44925C103 45776 368 SH SOLE 1 368 0 0 ICICI BANK LIMITED ADR COM 45104G104 40869949 1770795 SH SOLE 1 1770795 0 0 ICICI BANK LIMITED ADR COM 45104G104 920892 39900 SH SOLE 2 39900 0 0 ICU MED INC COM COM 44930G107 38667 217 SH SOLE 1 217 0 0 IDACORP INC COM COM 451107106 6392801 62308 SH SOLE 1 62308 0 0 IDEX CORP COM COM 45167R104 1490891 6926 SH SOLE 1 6926 0 0 IDEXX LABS INC COM COM 45168D104 42273201 84171 SH SOLE 1 84171 0 0 ILLINOIS TOOL WKS INC COM COM 452308109 14255117 56984 SH SOLE 1 56984 0 0 ILLUMINA INC COM COM 452327109 40123 214 SH SOLE 1 214 0 0 INARI MED INC COM COM 45332Y109 31047 534 SH SOLE 1 534 0 0 INCYTE CORP COM COM 45337C102 15812 254 SH SOLE 1 254 0 0 INDEPENDENT BK CORP MASS COM COM 453836108 31825 715 SH SOLE 1 715 0 0 INFOSYS LTD SPONSORED ADR COM 456788108 38961474 2424485 SH SOLE 1 2424485 0 0 INFOSYS LTD SPONSORED ADR COM 456788108 712705 44350 SH SOLE 2 44350 0 0 INGERSOLL RAND INC COM COM 45687V106 684058 10466 SH SOLE 1 10466 0 0 INGEVITY CORP COM COM 45688C107 18786 323 SH SOLE 1 323 0 0 INGREDION INC COM COM 457187102 231819 2188 SH SOLE 1 2188 0 0 INNOSPEC INC COM COM 45768S105 78142 778 SH SOLE 1 778 0 0 INSMED INC COM PAR $.01 COM 457669307 24793 1175 SH SOLE 1 1175 0 0 INSPIRE MED SYS INC COM COM 457730109 119792 369 SH SOLE 1 369 0 0 INSULET CORP COM COM 45784P101 127446 442 SH SOLE 1 442 0 0 INTEGER HLDGS CORP COM COM 45826H109 39166 442 SH SOLE 1 442 0 0 INTEGRA LIFESCIENCES HLDGS C COM NEW COM 457985208 167481 4072 SH SOLE 1 4072 0 0 INTEL CORP COM COM 458140100 7004242 209457 SH SOLE 1 209457 0 0 INTERACTIVE BROKERS GROUP IN COM CL A COM 45841N107 4168203 50177 SH SOLE 1 50177 0 0 INTERCONTINENTAL EXCHANGE IN COM COM 45866F104 2947091 26062 SH SOLE 1 26062 0 0 INTERNATIONAL BUSINESS MACHS COM COM 459200101 8285917 61923 SH SOLE 1 61923 0 0 INTERNATIONAL FLAVORS&FRAGRA COM COM 459506101 121295 1524 SH SOLE 1 1524 0 0 INTERNATIONAL PAPER CO COM COM 460146103 4519088 142065 SH SOLE 1 142065 0 0 INTERPUBLIC GROUP COS INC COM COM 460690100 561956 14566 SH SOLE 1 14566 0 0 INTUIT COM COM 461202103 47685666 104074 SH SOLE 1 104074 0 0 INTUITIVE SURGICAL INC COM NEW COM 46120E602 27114816 79297 SH SOLE 1 79297 0 0 INVESCO DB MULTI-SECTOR COMM BASE METALS FD COM 46140H700 3527301 196507 SH SOLE 1 196507 0 0 IRON MTN INC DEL COM COM 46284V101 283873 4996 SH SOLE 1 4996 0 0 ISHARES INC MSCI MEXICO ETF COM 464286822 1072418 17247 SH SOLE 1 17247 0 0 ISHARES INC MSCI STH KOR ETF COM 464286772 6315500 99645 SH SOLE 1 99645 0 0 ISHARES INC MSCI TAIWAN ETF COM 46434G772 24601381 523211 SH SOLE 1 523211 0 0 ISHARES TR 1 3 YR TREAS BD COM 464287457 306725640 3783000 SH SOLE 2 3783000 0 0 ISHARES TR CORE S&P500 ETF COM 464287200 5473319 12280 SH SOLE 3 12280 0 0 ISHARES TR CORE US AGGBD ET COM 464287226 1180787 12055 SH SOLE 3 12055 0 0 ISHARES TR CYBERSECURITY COM 46435U135 742974 19645 SH SOLE 1 19645 0 0 ISHARES TR EAFE GRWTH ETF COM 464288885 1147878 12031 SH SOLE 1 12031 0 0 ISHARES TR EAFE VALUE ETF COM 464288877 1283696 26230 SH SOLE 1 26230 0 0 ISHARES TR EUROPE ETF COM 464287861 3259122 64486 SH SOLE 1 64486 0 0 ISHARES TR EXPANDED TECH COM 464287515 365281 1056 SH SOLE 1 1056 0 0 ISHARES TR IBOXX HI YD ETF COM 464288513 8228498 109611 SH SOLE 1 109611 0 0 ISHARES TR IBOXX INV CP ETF COM 464287242 13004159 120253 SH SOLE 1 120253 0 0 ISHARES TR MSCI ACWI ETF COM 464288257 4391941 45778 SH SOLE 1 45778 0 0 ISHARES TR MSCI CHINA ETF COM 46429B671 585065 13077 SH SOLE 1 13077 0 0 ISHARES TR MSCI EMG MKT ETF COM 464287234 3926370 99251 SH SOLE 1 99251 0 0 ISHARES TR MSCI INDIA ETF COM 46429B598 5531808 126586 SH SOLE 1 126586 0 0 ISHARES TR MSCI USA QLT FCT COM 46432F339 3385776 25104 SH SOLE 1 25104 0 0 ISHARES TR PFD AND INCM SEC COM 464288687 10098892 326508 SH SOLE 1 326508 0 0 ISHARES TR RUS 1000 GRW ETF COM 464287614 3015147 10957 SH SOLE 1 10957 0 0 ISHARES TR RUS 1000 VAL ETF COM 464287598 9809135 62150 SH SOLE 1 62150 0 0 ITAU UNIBANCO HLDG S A SPON ADR REP PFD PFD 465562106 10965964 1858638 SH SOLE 1 1858638 0 0 ITT INC COM COM 45073V108 1434595 15391 SH SOLE 1 15391 0 0 JBG SMITH PPTYS COM COM 46590V100 84224 5600 SH SOLE 1 5600 0 0 JD.COM INC SPON ADR CL A COM 47215P106 48089 1409 SH SOLE 1 1409 0 0 JOHN BEAN TECHNOLOGIES CORP COM COM 477839104 41121 339 SH SOLE 1 339 0 0 JOHNSON & JOHNSON COM COM 478160104 66386265 401077 SH SOLE 1 401077 0 0 JONES LANG LASALLE INC COM COM 48020Q107 1246400 8000 SH SOLE 1 8000 0 0 JPMORGAN CHASE & CO COM COM 46625H100 116520856 801161 SH SOLE 1 801161 0 0 JUNIPER NETWORKS INC COM COM 48203R104 1844898 58886 SH SOLE 1 58886 0 0 KAISER ALUMINUM CORP COM PAR $0.01 COM 483007704 38829 542 SH SOLE 1 542 0 0 KE HLDGS INC SPONSORED ADS COM 482497104 25661 1728 SH SOLE 1 1728 0 0 KELLOGG CO COM COM 487836108 665777 9878 SH SOLE 1 9878 0 0 KEMPER CORP COM COM 488401100 1518694 31469 SH SOLE 1 31469 0 0 KENNAMETAL INC COM COM 489170100 26630 938 SH SOLE 1 938 0 0 KEYSIGHT TECHNOLOGIES INC COM COM 49338L103 1743657 10413 SH SOLE 1 10413 0 0 KILROY RLTY CORP COM COM 49427F108 581580 19328 SH SOLE 1 19328 0 0 KIMBERLY-CLARK CORP COM COM 494368103 11925071 86376 SH SOLE 1 86376 0 0 KINSALE CAP GROUP INC COM COM 49714P108 50891 136 SH SOLE 1 136 0 0 KKR & CO INC COM COM 48251W104 14224 254 SH SOLE 1 254 0 0 KLA CORP COM NEW COM 482480100 1712606 3531 SH SOLE 1 3531 0 0 KOHLS CORP COM COM 500255104 597871 25938 SH SOLE 1 25938 0 0 KOSMOS ENERGY LTD COM COM 500688106 17623 2942 SH SOLE 1 2942 0 0 KRAFT HEINZ CO COM COM 500754106 2361673 66526 SH SOLE 1 66526 0 0 KRATOS DEFENSE & SEC SOLUTIO COM NEW COM 50077B207 32222 2247 SH SOLE 1 2247 0 0 KROGER CO COM COM 501044101 34032606 724098 SH SOLE 1 724098 0 0 KULICKE & SOFFA INDS INC COM COM 501242101 48095 809 SH SOLE 1 809 0 0 L3HARRIS TECHNOLOGIES INC COM COM 502431109 2183814 11155 SH SOLE 1 11155 0 0 LABORATORY CORP AMER HLDGS COM NEW COM 50540R409 2500179 10360 SH SOLE 1 10360 0 0 LAKELAND FINL CORP COM COM 511656100 15381 317 SH SOLE 1 317 0 0 LAM RESEARCH CORP COM COM 512807108 19852160 30881 SH SOLE 1 30881 0 0 LANCASTER COLONY CORP COM COM 513847103 15685 78 SH SOLE 1 78 0 0 LATTICE SEMICONDUCTOR CORP COM COM 518415104 1625889 16924 SH SOLE 1 16924 0 0 LAUDER ESTEE COS INC CL A COM 518439104 140215 714 SH SOLE 1 714 0 0 LCI INDS COM COM 50189K103 29947 237 SH SOLE 1 237 0 0 LENNAR CORP CL A COM 526057104 3406552 27185 SH SOLE 1 27185 0 0 LENNOX INTL INC COM COM 526107107 193033 592 SH SOLE 1 592 0 0 LIBERTY MEDIA CORP DEL COM C SIRIUSXM COM 531229607 334926 10233 SH SOLE 1 10233 0 0 LIGAND PHARMACEUTICALS INC COM NEW COM 53220K504 14997 208 SH SOLE 1 208 0 0 LILLY ELI & CO COM COM 532457108 31441826 67043 SH SOLE 1 67043 0 0 LINCOLN ELEC HLDGS INC COM COM 533900106 34959 176 SH SOLE 1 176 0 0 LITTELFUSE INC COM COM 537008104 60301 207 SH SOLE 1 207 0 0 LIVE NATION ENTERTAINMENT IN COM COM 538034109 3075691 33758 SH SOLE 1 33758 0 0 LIVENT CORP COM COM 53814L108 44903 1637 SH SOLE 1 1637 0 0 LKQ CORP COM COM 501889208 39772829 682561 SH SOLE 1 682561 0 0 LOCKHEED MARTIN CORP COM COM 539830109 47635979 103471 SH SOLE 1 103471 0 0 LOUISIANA PAC CORP COM COM 546347105 633581 8450 SH SOLE 1 8450 0 0 LOWES COS INC COM COM 548661107 54491428 241433 SH SOLE 1 241433 0 0 LPL FINL HLDGS INC COM COM 50212V100 36230143 166629 SH SOLE 1 166629 0 0 LUFAX HOLDING LTD ADS REP SHS CL A COM 54975P102 8167 5711 SH SOLE 1 5711 0 0 LULULEMON ATHLETICA INC COM COM 550021109 411430 1087 SH SOLE 1 1087 0 0 LUMEN TECHNOLOGIES INC COM COM 550241103 526024 232754 SH SOLE 1 232754 0 0 M & T BK CORP COM COM 55261F104 3623693 29280 SH SOLE 1 29280 0 0 MADISON SQUARE GRDN SPRT COR CL A COM 55825T103 509239 2708 SH SOLE 1 2708 0 0 MAGNOLIA OIL & GAS CORP CL A COM 559663109 628400 30067 SH SOLE 1 30067 0 0 MANHATTAN ASSOCIATES INC COM COM 562750109 6923244 34637 SH SOLE 1 34637 0 0 MARATHON OIL CORP COM COM 565849106 4189341 181987 SH SOLE 1 181987 0 0 MARATHON PETE CORP COM COM 56585A102 24325209 208621 SH SOLE 1 208621 0 0 MARKETAXESS HLDGS INC COM COM 57060D108 2033848 7780 SH SOLE 1 7780 0 0 MARRIOTT INTL INC NEW CL A COM 571903202 27270985 148462 SH SOLE 1 148462 0 0 MARSH & MCLENNAN COS INC COM COM 571748102 40052764 212956 SH SOLE 1 212956 0 0 MARTEN TRANS LTD COM COM 573075108 33433 1555 SH SOLE 1 1555 0 0 MARVELL TECHNOLOGY INC COM COM 573874104 6897357 115379 SH SOLE 1 115379 0 0 MASCO CORP COM COM 574599106 39018 680 SH SOLE 1 680 0 0 MASTERBRAND INC COMMON STOCK COM 57638P104 207782 17866 SH SOLE 1 17866 0 0 MASTERCARD INCORPORATED CL A COM 57636Q104 71609704 182074 SH SOLE 1 182074 0 0 MATADOR RES CO COM COM 576485205 45885 877 SH SOLE 1 877 0 0 MATCH GROUP INC NEW COM COM 57667L107 3702051 88460 SH SOLE 1 88460 0 0 MATTEL INC COM COM 577081102 47385 2425 SH SOLE 1 2425 0 0 MAXIMUS INC COM COM 577933104 107835 1276 SH SOLE 1 1276 0 0 MCCORMICK & CO INC COM NON VTG COM 579780206 59753 685 SH SOLE 1 685 0 0 MCDONALDS CORP COM COM 580135101 4401249 14749 SH SOLE 1 14749 0 0 MCGRATH RENTCORP COM COM 580589109 27004 292 SH SOLE 1 292 0 0 MCKESSON CORP COM COM 58155Q103 9404666 22009 SH SOLE 1 22009 0 0 MEDPACE HLDGS INC COM COM 58506Q109 35305 147 SH SOLE 1 147 0 0 MERCADOLIBRE INC COM COM 58733R102 11257254 9503 SH SOLE 1 9503 0 0 MERCK & CO INC COM COM 58933Y105 52587146 455734 SH SOLE 1 455734 0 0 MERCURY SYS INC COM COM 589378108 64095 1853 SH SOLE 1 1853 0 0 MERIT MED SYS INC COM COM 589889104 52693 630 SH SOLE 1 630 0 0 META PLATFORMS INC CL A COM 30303M102 138621958 483037 SH SOLE 1 483037 0 0 METLIFE INC COM COM 59156R108 9734692 172204 SH SOLE 1 172204 0 0 METTLER TOLEDO INTERNATIONAL COM COM 592688105 26833531 20458 SH SOLE 1 20458 0 0 MGE ENERGY INC COM COM 55277P104 26265 332 SH SOLE 1 332 0 0 MICROCHIP TECHNOLOGY INC. COM COM 595017104 34437679 384392 SH SOLE 1 384392 0 0 MICRON TECHNOLOGY INC COM COM 595112103 82106 1301 SH SOLE 1 1301 0 0 MICROSOFT CORP COM COM 594918104 666233818 1956404 SH SOLE 1 1956404 0 0 MID-AMER APT CMNTYS INC COM COM 59522J103 8657387 57009 SH SOLE 1 57009 0 0 MINERALS TECHNOLOGIES INC COM COM 603158106 28210 489 SH SOLE 1 489 0 0 MINISO GROUP HLDG LTD SPONSORED ADS COM 66981J102 46366 2729 SH SOLE 1 2729 0 0 MINISO GROUP HLDG LTD SPONSORED ADS COM 66981J102 3119058 183582 SH SOLE 2 183582 0 0 MIRATI THERAPEUTICS INC COM COM 60468T105 84400 2336 SH SOLE 1 2336 0 0 MOBILEYE GLOBAL INC COMMON CLASS A COM 60741F104 7021409 182754 SH SOLE 1 182754 0 0 MODERNA INC COM COM 60770K107 11904570 97980 SH SOLE 1 97980 0 0 MOLINA HEALTHCARE INC COM COM 60855R100 573561 1904 SH SOLE 1 1904 0 0 MONDELEZ INTL INC CL A COM 609207105 367836 5043 SH SOLE 1 5043 0 0 MONGODB INC CL A COM 60937P106 1990014 4842 SH SOLE 1 4842 0 0 MONSTER BEVERAGE CORP NEW COM COM 61174X109 17568484 305858 SH SOLE 1 305858 0 0 MONTROSE ENVIRONMENTAL GROUP COM COM 615111101 58463 1388 SH SOLE 1 1388 0 0 MOODYS CORP COM COM 615369105 6361190 18294 SH SOLE 1 18294 0 0 MORGAN STANLEY COM NEW COM 617446448 451083 5282 SH SOLE 1 5282 0 0 MOSAIC CO NEW COM COM 61945C103 9540475 272585 SH SOLE 1 272585 0 0 MOTOROLA SOLUTIONS INC COM NEW COM 620076307 22947107 78243 SH SOLE 1 78243 0 0 MUELLER INDS INC COM COM 624756102 33603 385 SH SOLE 1 385 0 0 MURPHY USA INC COM COM 626755102 26444 85 SH SOLE 1 85 0 0 MYR GROUP INC DEL COM COM 55405W104 24071 174 SH SOLE 1 174 0 0 NASDAQ INC COM COM 631103108 11755727 235822 SH SOLE 1 235822 0 0 NATERA INC COM COM 632307104 32602 670 SH SOLE 1 670 0 0 NATIONAL FUEL GAS CO COM COM 636180101 2430869 47330 SH SOLE 1 47330 0 0 NATIONAL VISION HLDGS INC COM COM 63845R107 35342 1455 SH SOLE 1 1455 0 0 NATURA &CO HLDG S A ADS COM 63884N108 913 131 SH SOLE 1 131 0 0 NCINO INC COM COM 63947X101 5723 190 SH SOLE 1 190 0 0 NERDWALLET INC COM CL A COM 64082B102 519639 55222 SH SOLE 1 55222 0 0 NETAPP INC COM COM 64110D104 602949 7892 SH SOLE 1 7892 0 0 NETFLIX INC COM COM 64110L106 35112339 79712 SH SOLE 1 79712 0 0 NETGEAR INC COM COM 64111Q104 18592 1313 SH SOLE 1 1313 0 0 NEUROCRINE BIOSCIENCES INC COM COM 64125C109 2458684 26073 SH SOLE 1 26073 0 0 NEW YORK TIMES CO CL A COM 650111107 39262 997 SH SOLE 1 997 0 0 NEWMONT CORP COM COM 651639106 10300769 241462 SH SOLE 1 241462 0 0 NEWS CORP NEW CL A COM 65249B109 3079733 157935 SH SOLE 1 157935 0 0 NEWS CORP NEW CL B COM 65249B208 125005 6339 SH SOLE 1 6339 0 0 NEXSTAR MEDIA GROUP INC COMMON STOCK COM 65336K103 885047 5314 SH SOLE 1 5314 0 0 NEXTERA ENERGY INC COM COM 65339F101 20741868 279540 SH SOLE 1 279540 0 0 NICE LTD SPONSORED ADR COM 653656108 14763511 71494 SH SOLE 1 71494 0 0 NIKE INC CL B COM 654106103 23869278 216266 SH SOLE 1 216266 0 0 NISOURCE INC COM COM 65473P105 20855633 762546 SH SOLE 1 762546 0 0 NORDSON CORP COM COM 655663102 23982378 96633 SH SOLE 1 96633 0 0 NORFOLK SOUTHN CORP COM COM 655844108 332884 1468 SH SOLE 1 1468 0 0 NORTHROP GRUMMAN CORP COM COM 666807102 3724342 8171 SH SOLE 1 8171 0 0 NORTHWESTERN CORP COM NEW COM 668074305 26450 466 SH SOLE 1 466 0 0 NOVANTA INC COM COM 67000B104 119113 647 SH SOLE 1 647 0 0 NU SKIN ENTERPRISES INC CL A COM 67018T105 122674 3695 SH SOLE 1 3695 0 0 NUCOR CORP COM COM 670346105 27177389 165736 SH SOLE 1 165736 0 0 NVIDIA CORPORATION COM COM 67066G104 299762548 708625 SH SOLE 1 708625 0 0 NVR INC COM COM 62944T105 2006796 316 SH SOLE 1 316 0 0 OCCIDENTAL PETE CORP COM COM 674599105 8786954 149438 SH SOLE 1 149438 0 0 OGE ENERGY CORP COM COM 670837103 901341 25100 SH SOLE 1 25100 0 0 OKTA INC CL A COM 679295105 9062658 130680 SH SOLE 1 130680 0 0 OLD DOMINION FREIGHT LINE IN COM COM 679580100 2337929 6323 SH SOLE 1 6323 0 0 OLIN CORP COM PAR $1 COM 680665205 1182689 23014 SH SOLE 1 23014 0 0 OMNIAB INC COM COM 68218J103 18767 3731 SH SOLE 1 3731 0 0 ON SEMICONDUCTOR CORP COM COM 682189105 13752499 145406 SH SOLE 1 145406 0 0 ONE GAS INC COM COM 68235P108 23504 306 SH SOLE 1 306 0 0 ONEOK INC NEW COM COM 682680103 31931027 517353 SH SOLE 1 517353 0 0 ONTO INNOVATION INC COM COM 683344105 77569 666 SH SOLE 1 666 0 0 OPENDOOR TECHNOLOGIES INC COM COM 683712103 676076 168178 SH SOLE 1 168178 0 0 OPTION CARE HEALTH INC COM NEW COM 68404L201 57865 1781 SH SOLE 1 1781 0 0 ORACLE CORP COM COM 68389X105 17642469 148144 SH SOLE 1 148144 0 0 OREILLY AUTOMOTIVE INC COM COM 67103H107 29528323 30910 SH SOLE 1 30910 0 0 OTIS WORLDWIDE CORP COM COM 68902V107 47142633 529633 SH SOLE 1 529633 0 0 OVERSTOCK COM INC DEL COM COM 690370101 23548 723 SH SOLE 1 723 0 0 PACCAR INC COM COM 693718108 6776487 81010 SH SOLE 1 81010 0 0 PACIRA BIOSCIENCES INC COM COM 695127100 16349 408 SH SOLE 1 408 0 0 PACKAGING CORP AMER COM COM 695156109 7984446 60415 SH SOLE 1 60415 0 0 PAGERDUTY INC COM COM 69553P100 20210 899 SH SOLE 1 899 0 0 PALANTIR TECHNOLOGIES INC CL A COM 69608A108 1419113 92571 SH SOLE 1 92571 0 0 PALO ALTO NETWORKS INC COM COM 697435105 41195366 161228 SH SOLE 1 161228 0 0 PALOMAR HLDGS INC COM COM 69753M105 24551 423 SH SOLE 1 423 0 0 PARAMOUNT GLOBAL CLASS B COM COM 92556H206 127328 8003 SH SOLE 1 8003 0 0 PARK HOTELS & RESORTS INC COM COM 700517105 597861 46635 SH SOLE 1 46635 0 0 PARKER-HANNIFIN CORP COM COM 701094104 1797694 4609 SH SOLE 1 4609 0 0 PAYCHEX INC COM COM 704326107 14832284 132585 SH SOLE 1 132585 0 0 PAYCOM SOFTWARE INC COM COM 70432V102 8388861 26114 SH SOLE 1 26114 0 0 PAYPAL HLDGS INC COM COM 70450Y103 13975531 209434 SH SOLE 1 209434 0 0 PDC ENERGY INC COM COM 69327R101 54707 769 SH SOLE 1 769 0 0 PDD HOLDINGS INC NOTE 12/0 NOTE 722304AC6 873854 900000 SH SOLE 1 900000 0 0 PDD HOLDINGS INC NOTE 12/0 NOTE 722304AC6 194190 200000 SH SOLE 2 200000 0 0 PDD HOLDINGS INC SPONSORED ADS COM 722304102 647980 9372 SH SOLE 1 9372 0 0 PDD HOLDINGS INC SPONSORED ADS COM 722304102 3183897 46050 SH SOLE 2 46050 0 0 PDF SOLUTIONS INC COM COM 693282105 55699 1235 SH SOLE 1 1235 0 0 PELOTON INTERACTIVE INC CL A COM COM 70614W100 13711 1783 SH SOLE 1 1783 0 0 PENUMBRA INC COM COM 70975L107 29933 87 SH SOLE 1 87 0 0 PEPSICO INC COM COM 713448108 41788225 225614 SH SOLE 1 225614 0 0 PERFICIENT INC COM COM 71375U101 24166 290 SH SOLE 1 290 0 0 PERFORMANCE FOOD GROUP CO COM COM 71377A103 3170431 52630 SH SOLE 1 52630 0 0 PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG COM 71654V101 43122 3486 SH SOLE 1 3486 0 0 PETROLEO BRASILEIRO SA PETRO SPONSORED ADR COM 71654V408 7540780 545248 SH SOLE 1 545248 0 0 PFIZER INC COM COM 717081103 53164285 1449408 SH SOLE 1 1449408 0 0 PG&E CORP COM COM 69331C108 8267115 478421 SH SOLE 1 478421 0 0 PHILIP MORRIS INTL INC COM COM 718172109 4861769 49803 SH SOLE 1 49803 0 0 PHILLIPS 66 COM COM 718546104 20068143 210402 SH SOLE 1 210402 0 0 PILGRIMS PRIDE CORP COM COM 72147K108 774371 36034 SH SOLE 1 36034 0 0 PINTEREST INC CL A COM 72352L106 695366 25434 SH SOLE 1 25434 0 0 PIONEER NAT RES CO COM COM 723787107 19524436 94239 SH SOLE 1 94239 0 0 PLAYTIKA HLDG CORP COM COM 72815L107 884778 76274 SH SOLE 1 76274 0 0 PLEXUS CORP COM COM 729132100 16996 173 SH SOLE 1 173 0 0 PNC FINL SVCS GROUP INC COM COM 693475105 1684833 13377 SH SOLE 1 13377 0 0 POOL CORP COM COM 73278L105 838070 2237 SH SOLE 1 2237 0 0 POWER INTEGRATIONS INC COM COM 739276103 84162 889 SH SOLE 1 889 0 0 PPG INDS INC COM COM 693506107 112263 757 SH SOLE 1 757 0 0 PPL CORP COM COM 69351T106 11695082 441991 SH SOLE 1 441991 0 0 PRICE T ROWE GROUP INC COM COM 74144T108 2616563 23358 SH SOLE 1 23358 0 0 PRIMERICA INC COM COM 74164M108 38761 196 SH SOLE 1 196 0 0 PRINCIPAL FINANCIAL GROUP IN COM COM 74251V102 2255102 29735 SH SOLE 1 29735 0 0 PROCTER AND GAMBLE CO COM COM 742718109 106576106 702360 SH SOLE 1 702360 0 0 PROGRESSIVE CORP COM COM 743315103 38075436 287644 SH SOLE 1 287644 0 0 PROLOGIS INC. COM COM 74340W103 336006 2740 SH SOLE 1 2740 0 0 PROS HOLDINGS INC COM COM 74346Y103 35605 1156 SH SOLE 1 1156 0 0 PROSPERITY BANCSHARES INC COM COM 743606105 346222 6130 SH SOLE 1 6130 0 0 PRUDENTIAL FINL INC COM COM 744320102 957099 10849 SH SOLE 1 10849 0 0 PTC INC COM COM 69370C100 3365822 23653 SH SOLE 1 23653 0 0 PUBLIC STORAGE COM COM 74460D109 50301140 172335 SH SOLE 1 172335 0 0 PUBLIC SVC ENTERPRISE GRP IN COM COM 744573106 125095 1998 SH SOLE 1 1998 0 0 PULTE GROUP INC COM COM 745867101 3628044 46705 SH SOLE 1 46705 0 0 PURE STORAGE INC CL A COM 74624M102 1403173 38109 SH SOLE 1 38109 0 0 QORVO INC COM COM 74736K101 14872505 145766 SH SOLE 1 145766 0 0 QUALCOMM INC COM COM 747525103 7353696 61775 SH SOLE 1 61775 0 0 QUANTA SVCS INC COM COM 74762E102 17192911 87518 SH SOLE 1 87518 0 0 QUEST DIAGNOSTICS INC COM COM 74834L100 714748 5085 SH SOLE 1 5085 0 0 QUIDELORTHO CORP COM COM 219798105 2569 31 SH SOLE 1 31 0 0 QUINSTREET INC COM COM 74874Q100 16795 1902 SH SOLE 1 1902 0 0 RALPH LAUREN CORP CL A COM 751212101 15659 127 SH SOLE 1 127 0 0 RANGE RES CORP COM COM 75281A109 118159 4019 SH SOLE 1 4019 0 0 RAYONIER INC COM COM 754907103 37680 1200 SH SOLE 1 1200 0 0 RAYTHEON TECHNOLOGIES CORP COM COM 75513E101 355007 3624 SH SOLE 1 3624 0 0 RB GLOBAL INC COM ADDED COM 74935Q107 586080 9768 SH SOLE 1 9768 0 0 RBC BEARINGS INC COM COM 75524B104 5654 26 SH SOLE 1 26 0 0 REGENCY CTRS CORP COM COM 758849103 258446 4184 SH SOLE 1 4184 0 0 REGENERON PHARMACEUTICALS COM COM 75886F107 21998821 30616 SH SOLE 1 30616 0 0 REGIONS FINANCIAL CORP NEW COM COM 7591EP100 12171702 683036 SH SOLE 1 683036 0 0 REINSURANCE GRP OF AMERICA I COM NEW COM 759351604 444501 3205 SH SOLE 1 3205 0 0 RELIANCE STEEL & ALUMINUM CO COM COM 759509102 2222693 8184 SH SOLE 1 8184 0 0 RENASANT CORP COM COM 75970E107 12595 482 SH SOLE 1 482 0 0 REPUBLIC SVCS INC COM COM 760759100 5307494 34651 SH SOLE 1 34651 0 0 RESMED INC COM COM 761152107 197524 904 SH SOLE 1 904 0 0 REVOLVE GROUP INC CL A COM 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1 615 0 0 S&P GLOBAL INC COM COM 78409V104 452605 1129 SH SOLE 1 1129 0 0 SAFETY INS GROUP INC COM COM 78648T100 23883 333 SH SOLE 1 333 0 0 SAIA INC COM COM 78709Y105 57867 169 SH SOLE 1 169 0 0 SALESFORCE INC COM COM 79466L302 63463560 300405 SH SOLE 1 300405 0 0 SBA COMMUNICATIONS CORP NEW CL A COM 78410G104 171966 742 SH SOLE 1 742 0 0 SCANSOURCE INC COM COM 806037107 23944 810 SH SOLE 1 810 0 0 SCHLUMBERGER LTD COM STK COM 806857108 17293973 352076 SH SOLE 1 352076 0 0 SCHNEIDER NATIONAL INC CL B COM 80689H102 1753614 61059 SH SOLE 1 61059 0 0 SCHWAB CHARLES CORP COM COM 808513105 6092817 107495 SH SOLE 1 107495 0 0 SCRIPPS E W CO OHIO CL A NEW COM 811054402 25501 2787 SH SOLE 1 2787 0 0 SEA LTD SPONSORD ADS COM 81141R100 85261 1469 SH SOLE 1 1469 0 0 SEA LTD SPONSORD ADS COM 81141R100 4585508 79006 SH SOLE 2 79006 0 0 SEABOARD CORP DEL COM COM 811543107 4173164 1172 SH SOLE 1 1172 0 0 SEI INVTS CO COM COM 784117103 8455845 141829 SH SOLE 1 141829 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS COM 81369Y308 510809 6887 SH SOLE 1 6887 0 0 SELECTIVE INS GROUP INC COM COM 816300107 35310 368 SH SOLE 1 368 0 0 SEMPRA COM COM 816851109 210523 1446 SH SOLE 1 1446 0 0 SERVICENOW INC COM COM 81762P102 29611885 52693 SH SOLE 1 52693 0 0 SHAKE SHACK INC CL A COM 819047101 25725 331 SH SOLE 1 331 0 0 SHERWIN WILLIAMS CO COM COM 824348106 84701 319 SH SOLE 1 319 0 0 SHOALS TECHNOLOGIES GROUP IN CL A COM 82489W107 15515 607 SH SOLE 1 607 0 0 SHOPIFY INC CL A COM 82509L107 1038380 16074 SH SOLE 1 16074 0 0 SILGAN HLDGS INC COM COM 827048109 38168 814 SH SOLE 1 814 0 0 SILICON LABORATORIES INC COM COM 826919102 36596 232 SH SOLE 1 232 0 0 SILK RD MED INC COM COM 82710M100 17057 525 SH SOLE 1 525 0 0 SIMON PPTY GROUP INC NEW COM COM 828806109 43509053 376767 SH SOLE 1 376767 0 0 SIMPLY GOOD FOODS CO COM COM 82900L102 42518 1162 SH SOLE 1 1162 0 0 SIMPSON MFG INC COM COM 829073105 36149 261 SH SOLE 1 261 0 0 SIRIUS XM HOLDINGS INC COM COM 82968B103 1799162 397166 SH SOLE 1 397166 0 0 SITEONE LANDSCAPE SUPPLY INC COM COM 82982L103 36317 217 SH SOLE 1 217 0 0 SITIME CORP COM COM 82982T106 39402 334 SH SOLE 1 334 0 0 SKYLINE CHAMPION CORPORATION COM COM 830830105 35081 536 SH SOLE 1 536 0 0 SKYWORKS SOLUTIONS INC COM COM 83088M102 216842 1959 SH SOLE 1 1959 0 0 SMARTSHEET INC COM CL A COM 83200N103 3826 100 SH SOLE 1 100 0 0 SMUCKER J M CO COM NEW COM 832696405 4099910 27764 SH SOLE 1 27764 0 0 SNOWFLAKE INC CL A COM 833445109 8085225 45944 SH SOLE 1 45944 0 0 SOLAREDGE TECHNOLOGIES INC COM COM 83417M104 1794025 6668 SH SOLE 1 6668 0 0 SONOCO PRODS CO COM COM 835495102 43026 729 SH SOLE 1 729 0 0 SOTERA HEALTH CO COM COM 83601L102 18557 985 SH SOLE 1 985 0 0 SOUTHERN CO COM COM 842587107 342750 4879 SH SOLE 1 4879 0 0 SOUTHERN COPPER CORP COM COM 84265V105 1414282 19714 SH SOLE 1 19714 0 0 SOUTHSTATE CORPORATION COM COM 840441109 43889 667 SH SOLE 1 667 0 0 SOUTHWEST AIRLS CO COM COM 844741108 37839 1045 SH SOLE 1 1045 0 0 SPDR S&P 500 ETF TR TR UNIT COM 78462F103 31046888 70039 SH SOLE 1 70039 0 0 SPDR SER TR S&P 500 ESG ETF COM 78468R531 2869799 66662 SH SOLE 1 66662 0 0 SPLUNK INC COM COM 848637104 9367853 88301 SH SOLE 1 88301 0 0 SPROUT SOCIAL INC COM CL A COM 85209W109 15371 333 SH SOLE 1 333 0 0 SPROUTS FMRS MKT INC COM COM 85208M102 628560 17113 SH SOLE 1 17113 0 0 SS&C TECHNOLOGIES HLDGS INC COM COM 78467J100 232765 3841 SH SOLE 1 3841 0 0 STARBUCKS CORP COM COM 855244109 6952922 70189 SH SOLE 1 70189 0 0 STATE STR CORP COM COM 857477103 28888610 394761 SH SOLE 1 394761 0 0 STEEL DYNAMICS INC COM COM 858119100 14401635 132210 SH SOLE 1 132210 0 0 STEM INC COM COM 85859N102 9787 1711 SH SOLE 1 1711 0 0 STEPSTONE GROUP INC COM CL A COM 85914M107 30566 1232 SH SOLE 1 1232 0 0 STERICYCLE INC COM COM 858912108 778752 16769 SH SOLE 1 16769 0 0 STEWART INFORMATION SVCS COR COM COM 860372101 18307 445 SH SOLE 1 445 0 0 STIFEL FINL CORP COM COM 860630102 2383518 39945 SH SOLE 1 39945 0 0 STRYKER CORPORATION COM COM 863667101 940898 3084 SH SOLE 1 3084 0 0 SUMMIT MATLS INC CL A COM 86614U100 38418 1015 SH SOLE 1 1015 0 0 SUNCOR ENERGY INC NEW COM COM 867224107 165077 4248 SH SOLE 1 4248 0 0 SUNRUN INC COM COM 86771W105 7466855 418077 SH SOLE 1 418077 0 0 SURGERY PARTNERS INC COM COM 86881A100 37702 838 SH SOLE 1 838 0 0 SUZANO S A SPON ADS COM 86959K105 1621383 175855 SH SOLE 1 175855 0 0 SYLVAMO CORP COMMON STOCK COM 871332102 22652 560 SH SOLE 1 560 0 0 SYMBOTIC INC CLASS A COM COM 87151X101 5381945 125717 SH SOLE 1 125717 0 0 SYNCHRONY FINANCIAL COM COM 87165B103 4446234 131080 SH SOLE 1 131080 0 0 SYNOPSYS INC COM COM 871607107 39523037 90772 SH SOLE 1 90772 0 0 SYSCO CORP COM COM 871829107 24236020 326631 SH SOLE 1 326631 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS COM 874039100 3684993 36514 SH SOLE 1 36514 0 0 TAPESTRY INC COM COM 876030107 7067393 165126 SH SOLE 1 165126 0 0 TARGA RES CORP COM COM 87612G101 1166613 15330 SH SOLE 1 15330 0 0 TARGET CORP COM COM 87612E106 3148849 23873 SH SOLE 1 23873 0 0 TELEDYNE TECHNOLOGIES INC COM COM 879360105 10036428 24413 SH SOLE 1 24413 0 0 TELEFLEX INCORPORATED COM COM 879369106 699951 2892 SH SOLE 1 2892 0 0 TELEFONICA BRASIL SA NEW ADR COM 87936R205 8552893 936790 SH SOLE 1 936790 0 0 TENARIS S A SPONSORED ADS COM 88031M109 19108 638 SH SOLE 1 638 0 0 TENCENT MUSIC ENTMT GROUP SPON ADS COM 88034P109 17114 2319 SH SOLE 1 2319 0 0 TERADATA CORP DEL COM COM 88076W103 84975 1591 SH SOLE 1 1591 0 0 TERADYNE INC COM COM 880770102 6249176 56132 SH SOLE 1 56132 0 0 TERRENO RLTY CORP COM COM 88146M101 49222 819 SH SOLE 1 819 0 0 TESLA INC COM COM 88160R101 124632362 476114 SH SOLE 1 476114 0 0 TETRA TECH INC NEW COM COM 88162G103 666094 4068 SH SOLE 1 4068 0 0 TEXAS INSTRS INC COM COM 882508104 28849645 160258 SH SOLE 1 160258 0 0 TEXAS PACIFIC LAND CORPORATI COM COM 88262P102 56610 43 SH SOLE 1 43 0 0 TEXAS ROADHOUSE INC COM COM 882681109 3786306 33722 SH SOLE 1 33722 0 0 TEXTRON INC COM COM 883203101 11777291 174143 SH SOLE 1 174143 0 0 TFI INTL INC COM COM 87241L109 53731 356 SH SOLE 1 356 0 0 THE BEAUTY HEALTH COMPANY COM CL A COM 88331L108 13333 1593 SH SOLE 1 1593 0 0 THE CIGNA GROUP COM COM 125523100 22003530 78416 SH SOLE 1 78416 0 0 THE TRADE DESK INC COM CL A COM 88339J105 712355 9225 SH SOLE 1 9225 0 0 THERMO FISHER SCIENTIFIC INC COM COM 883556102 64037508 122736 SH SOLE 1 122736 0 0 THOMSON REUTERS CORP. COM ADDED COM 884903808 62064 347 SH SOLE 1 347 0 0 TIM S A SPONSORED ADR COM 88706T108 1415472 92575 SH SOLE 1 92575 0 0 TIMKEN CO COM COM 887389104 2535381 27700 SH SOLE 1 27700 0 0 TJX COS INC NEW COM COM 872540109 53314935 628788 SH SOLE 1 628788 0 0 T-MOBILE US INC COM COM 872590104 42066560 302855 SH SOLE 1 302855 0 0 TORONTO DOMINION BK ONT COM NEW COM 891160509 383618 4672 SH SOLE 1 4672 0 0 TRADEWEB MKTS INC CL A COM 892672106 935985 13668 SH SOLE 1 13668 0 0 TRANSDIGM GROUP INC COM COM 893641100 5250566 5872 SH SOLE 1 5872 0 0 TRANSUNION COM COM 89400J107 189637 2421 SH SOLE 1 2421 0 0 TRAVELERS COMPANIES INC COM COM 89417E109 5304271 30544 SH SOLE 1 30544 0 0 TREACE MED CONCEPTS INC COM COM 89455T109 33407 1306 SH SOLE 1 1306 0 0 TRIMAS CORP COM NEW COM 896215209 34390 1251 SH SOLE 1 1251 0 0 TRIMBLE INC COM COM 896239100 5539059 104629 SH SOLE 1 104629 0 0 TRIP COM GROUP LTD ADS COM 89677Q107 173810 4966 SH SOLE 1 4966 0 0 TRIPADVISOR INC COM COM 896945201 466486 28289 SH SOLE 1 28289 0 0 TRUIST FINL CORP COM COM 89832Q109 4222990 139143 SH SOLE 1 139143 0 0 TWILIO INC CL A COM 90138F102 89641 1409 SH SOLE 1 1409 0 0 TWIST BIOSCIENCE CORP COM COM 90184D100 12522 612 SH SOLE 1 612 0 0 TWO HBRS INVT CORP COM COM 90187B804 3617225 260607 SH SOLE 1 260607 0 0 TYLER TECHNOLOGIES INC COM COM 902252105 240720 578 SH SOLE 1 578 0 0 TYSON FOODS INC CL A COM 902494103 619421 12136 SH SOLE 1 12136 0 0 U HAUL HOLDING COMPANY COM COM 023586100 2102 38 SH SOLE 1 38 0 0 U HAUL HOLDING COMPANY COM SER N COM 023586506 25994 513 SH SOLE 1 513 0 0 UBER TECHNOLOGIES INC COM COM 90353T100 753230 17448 SH SOLE 1 17448 0 0 UFP INDUSTRIES INC COM COM 90278Q108 46972 484 SH SOLE 1 484 0 0 ULTA BEAUTY INC COM COM 90384S303 21444073 45568 SH SOLE 1 45568 0 0 ULTRAPAR PARTICIPACOES SA SP ADR REP COM COM 90400P101 938437 238788 SH SOLE 1 238788 0 0 UMB FINL CORP COM COM 902788108 35992 591 SH SOLE 1 591 0 0 UNIFIRST CORP MASS COM COM 904708104 24492 158 SH SOLE 1 158 0 0 UNION PAC CORP COM COM 907818108 41597814 203293 SH SOLE 1 203293 0 0 UNITED AIRLS HLDGS INC COM COM 910047109 3787457 69026 SH SOLE 1 69026 0 0 UNITED PARCEL SERVICE INC CL B COM 911312106 58890795 328540 SH SOLE 1 328540 0 0 UNITED RENTALS INC COM COM 911363109 19826982 44518 SH SOLE 1 44518 0 0 UNITED STATES STL CORP NEW COM COM 912909108 180297 7209 SH SOLE 1 7209 0 0 UNITED THERAPEUTICS CORP DEL COM COM 91307C102 1749665 7926 SH SOLE 1 7926 0 0 UNITEDHEALTH GROUP INC COM COM 91324P102 90863550 189047 SH SOLE 1 189047 0 0 UNITY SOFTWARE INC COM COM 91332U101 387827 8932 SH SOLE 1 8932 0 0 UNIVERSAL HLTH SVCS INC CL B COM 913903100 9308 59 SH SOLE 1 59 0 0 UNUM GROUP COM COM 91529Y106 2220101 46543 SH SOLE 1 46543 0 0 US BANCORP DEL COM NEW COM 902973304 3969492 120142 SH SOLE 1 120142 0 0 US FOODS HLDG CORP COM COM 912008109 720148 16367 SH SOLE 1 16367 0 0 V F CORP COM COM 918204108 101177 5300 SH SOLE 1 5300 0 0 VALE S A SPONSORED ADS COM 91912E105 5115234 381165 SH SOLE 1 381165 0 0 VALERO ENERGY CORP COM COM 91913Y100 14858039 126667 SH SOLE 1 126667 0 0 VALMONT INDS INC COM COM 920253101 3770844 12956 SH SOLE 1 12956 0 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP COM 92206C870 3702951 46855 SH SOLE 1 46855 0 0 VARONIS SYS INC COM COM 922280102 33233 1247 SH SOLE 1 1247 0 0 VEEVA SYS INC CL A COM COM 922475108 2627436 13288 SH SOLE 1 13288 0 0 VENTAS INC COM COM 92276F100 6206693 131303 SH SOLE 1 131303 0 0 VERACYTE INC COM COM 92337F107 20784 816 SH SOLE 1 816 0 0 VERADIGM INC COM COM 01988P108 26485 2102 SH SOLE 1 2102 0 0 VERICEL CORP COM COM 92346J108 30732 818 SH SOLE 1 818 0 0 VERINT SYS INC COM COM 92343X100 32045 914 SH SOLE 1 914 0 0 VERISIGN INC COM COM 92343E102 4855191 21486 SH SOLE 1 21486 0 0 VERISK ANALYTICS INC COM COM 92345Y106 1510785 6684 SH SOLE 1 6684 0 0 VERIZON COMMUNICATIONS INC COM COM 92343V104 11258826 302738 SH SOLE 1 302738 0 0 VERRA MOBILITY CORP CL A COM STK COM 92511U102 50365 2554 SH SOLE 1 2554 0 0 VERTEX INC CL A COM 92538J106 26832 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