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
ABBVIE INC COM 00287Y109   67,830,157 437,690 SH   SOLE   437,690 0 0
ADVANCED MICRO DEVICES INC COM 007903107   48,244,653 389,541 SH   SOLE   389,541 0 0
AEHR TEST SYS COM 00760J108   342,665 12,916 SH   SOLE   12,916 0 0
AGNC INVT CORP COM 00123Q104   10,647,632 1,085,364 SH   SOLE   1,085,364 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   10,887,815 140,467 SH   SOLE   140,467 0 0
ALPHABET INC CAP STK CL C 02079K107   87,194,253 618,694 SH   SOLE   618,694 0 0
ALPHABET INC CAP STK CL A 02079K305   51,635,622 369,565 SH   SOLE   369,565 0 0
ALTRIA GROUP INC COM 02209S103   3,839,719 95,182 SH   SOLE   95,182 0 0
AMAZON COM INC COM 023135106   323,106,862 2,126,507 SH   SOLE   2,126,507 0 0
AMERICAN INTL GROUP INC COM NEW 026874784   9,454,567 139,548 SH   SOLE   139,548 0 0
AMGEN INC COM 031162100   8,770,096 30,449 SH   SOLE   30,449 0 0
ANSYS INC COM 03662Q105   3,230,784 8,903 SH   SOLE   8,903 0 0
AON PLC SHS CL A G0403H108   44,994,818 154,609 SH   SOLE   154,609 0 0
APPLE INC COM 037833100   80,348,574 417,322 SH   SOLE   417,322 0 0
ARCHER DANIELS MIDLAND CO COM 039483102   52,946,465 733,113 SH   SOLE   733,113 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101   17,828,836 149,920 SH   SOLE   149,920 0 0
AUTOLIV INC COM 052800109   18,294,643 166,027 SH   SOLE   166,027 0 0
AUTOZONE INC COM 053332102   25,086,078 9,702 SH   SOLE   9,702 0 0
AVANTOR INC COM 05352A100   181,250,894 7,939,146 SH   SOLE   7,939,146 0 0
AVERY DENNISON CORP COM 053611109   1,085,005 5,367 SH   SOLE   5,367 0 0
AXON ENTERPRISE INC COM 05464C101   27,811,701 107,663 SH   SOLE   107,663 0 0
AZEK CO INC CL A 05478C105   50,548,229 1,321,554 SH   SOLE   1,321,554 0 0
BAKER HUGHES COMPANY CL A 05722G100   106,365,217 3,111,853 SH   SOLE   3,111,853 0 0
BELLRING BRANDS INC COMMON STOCK 07831C103   37,763,811 681,310 SH   SOLE   681,310 0 0
BLACKROCK INC COM 09247X101   62,347,466 76,800 SH   SOLE   76,800 0 0
BLACKSTONE INC COM 09260D107   88,707,947 677,562 SH   SOLE   677,562 0 0
BROADCOM INC COM 11135F101   89,043,896 79,769 SH   SOLE   79,769 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   138,686,744 830,761 SH   SOLE   830,761 0 0
BURLINGTON STORES INC COM 122017106   93,123,722 478,838 SH   SOLE   478,838 0 0
CALIX INC COM 13100M509   18,164,978 415,783 SH   SOLE   415,783 0 0
CAMECO CORP COM 13321L108   13,766,194 319,395 SH   SOLE   319,395 0 0
CARDINAL HEALTH INC COM 14149Y108   11,613,400 115,210 SH   SOLE   115,210 0 0
CARRIER GLOBAL CORPORATION COM 14448C104   620,122 10,794 SH   SOLE   10,794 0 0
CELANESE CORP DEL COM 150870103   19,009,888 155,551 SH   SOLE   155,551 0 0
CENCORA INC COM 03073E105   11,221,161 54,635 SH   SOLE   54,635 0 0
CHEVRON CORP NEW COM 166764100   10,361,010 69,461 SH   SOLE   69,461 0 0
CHUBB LIMITED COM H1467J104   10,246,819 45,339 SH   SOLE   45,339 0 0
CHURCHILL DOWNS INC COM 171484108   33,711,462 249,852 SH   SOLE   249,852 0 0
CLEAN HARBORS INC COM 184496107   127,442,134 730,291 SH   SOLE   730,291 0 0
CME GROUP INC COM 12572Q105   8,791,459 41,744 SH   SOLE   41,744 0 0
COCA COLA CO COM 191216100   3,582,308 60,788 SH   SOLE   60,788 0 0
COHERENT CORP COM 19247G107   8,292,720 190,512 SH   SOLE   190,512 0 0
COMCAST CORP NEW CL A 20030N101   8,168,322 186,275 SH   SOLE   186,275 0 0
COMERICA INC COM 200340107   31,018,194 555,799 SH   SOLE   555,799 0 0
COMFORT SYS USA INC COM 199908104   35,688,985 173,530 SH   SOLE   173,530 0 0
CONCENTRIX CORP COM 20602D101   2,604,287 26,517 SH   SOLE   26,517 0 0
CONSTELLATION ENERGY CORP COM 21037T109   107,953,372 923,542 SH   SOLE   923,542 0 0
COPA HOLDINGS SA CL A P31076105   4,656,465 43,800 SH   SOLE   43,800 0 0
COPART INC COM 217204106   57,193,130 1,167,186 SH   SOLE   1,167,186 0 0
CORE & MAIN INC CL A 21874C102   43,190,755 1,068,820 SH   SOLE   1,068,820 0 0
COREBRIDGE FINL INC COM 21871X109   18,378,003 848,460 SH   SOLE   848,460 0 0
COTY INC COM CL A 222070203   29,564,468 2,380,466 SH   SOLE   2,380,466 0 0
COURSERA INC COM 22266M104   604,525 31,209 SH   SOLE   31,209 0 0
CRH PLC ORD G25508105   67,757,173 979,697 SH   SOLE   979,697 0 0
DECKERS OUTDOOR CORP COM 243537107   382,342 572 SH   SOLE   572 0 0
DELL TECHNOLOGIES INC CL C 24703L202   9,660,154 126,274 SH   SOLE   126,274 0 0
DEXCOM INC COM 252131107   883,158 7,117 SH   SOLE   7,117 0 0
DOW INC COM 260557103   56,267,100 1,010,000 SH Call SOLE   1,010,000 0 0
DOXIMITY INC CL A 26622P107   228,388 8,145 SH   SOLE   8,145 0 0
DYNATRACE INC COM NEW 268150109   30,860,148 564,290 SH   SOLE   564,290 0 0
E L F BEAUTY INC COM 26856L103   54,550,844 377,945 SH   SOLE   377,945 0 0
EAGLE MATLS INC COM 26969P108   174,693,851 861,241 SH   SOLE   861,241 0 0
ELASTIC N V ORD SHS N14506104   6,388,419 56,687 SH   SOLE   56,687 0 0
ELEVANCE HEALTH INC COM 036752103   34,013,860 72,130 SH   SOLE   72,130 0 0
ELI LILLY & CO COM 532457108   38,836,637 66,623 SH   SOLE   66,623 0 0
ENERGY RECOVERY INC COM 29270J100   490,863 26,054 SH   SOLE   26,054 0 0
ENOVIS CORPORATION COM 194014502   28,036,719 500,492 SH   SOLE   500,492 0 0
ENVISTA HOLDINGS CORPORATION COM 29415F104   5,631,509 234,068 SH   SOLE   234,068 0 0
EQT CORP COM 26884L109   6,007,651 155,396 SH   SOLE   155,396 0 0
EQUIFAX INC COM 294429105   11,877,916 48,032 SH   SOLE   48,032 0 0
EXXON MOBIL CORP COM 30231G102   23,858,598 238,629 SH   SOLE   238,629 0 0
FERGUSON PLC NEW SHS G3421J106   51,097,746 264,654 SH   SOLE   264,654 0 0
FERRARI N V COM N3167Y103   614,605 1,823 SH   SOLE   1,823 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   3,425,035 57,017 SH   SOLE   57,017 0 0
FIRST INDL RLTY TR INC COM 32054K103   7,047,293 133,805 SH   SOLE   133,805 0 0
FIRST SOLAR INC COM 336433107   543,894 3,157 SH   SOLE   3,157 0 0
FISERV INC COM 337738108   21,703,418 163,379 SH   SOLE   163,379 0 0
FLUOR CORP NEW COM 343412102   28,907,084 737,976 SH   SOLE   737,976 0 0
FREEPORT-MCMORAN INC CL B 35671D857   5,122,676 120,333 SH   SOLE   120,333 0 0
G III APPAREL GROUP LTD COM 36237H101   5,747,764 169,148 SH   SOLE   169,148 0 0
GARTNER INC COM 366651107   74,580,077 165,323 SH   SOLE   165,323 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   7,005,561 90,603 SH   SOLE   90,603 0 0
GENERAL MTRS CO COM 37045V100   2,594,338 72,224 SH   SOLE   72,224 0 0
GILEAD SCIENCES INC COM 375558103   37,067,878 457,565 SH   SOLE   457,565 0 0
GMS INC COM 36251C103   4,231,547 51,334 SH   SOLE   51,334 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   27,683,397 71,760 SH   SOLE   71,760 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104   11,232,365 139,738 SH   SOLE   139,738 0 0
HASHICORP INC COM CL A 418100103   7,124,432 301,381 SH   SOLE   301,381 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   739,159 11,014 SH   SOLE   11,014 0 0
HESS CORP COM 42809H107   22,210,212 154,064 SH   SOLE   154,064 0 0
HESS MIDSTREAM LP CL A SHS 428103105   5,791,126 183,086 SH   SOLE   183,086 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   64,220,555 352,680 SH   SOLE   352,680 0 0
HOLOGIC INC COM 436440101   887,490 12,421 SH   SOLE   12,421 0 0
HP INC COM 40434L105   35,215,015 1,170,300 SH   SOLE   1,170,300 0 0
HUMANA INC COM 444859102   29,562,552 64,573 SH   SOLE   64,573 0 0
HUNTINGTON BANCSHARES INC COM 446150104   8,262,575 649,564 SH   SOLE   649,564 0 0
ICON PLC SHS G4705A100   27,480,347 97,079 SH   SOLE   97,079 0 0
IDEX CORP COM 45167R104   1,151,347 5,303 SH   SOLE   5,303 0 0
INDIVIOR PLC ORD G4766E116   40,418,854 2,675,561 SH   SOLE   2,675,561 0 0
INFOSYS LTD SPONSORED ADR 456788108   1,280,957 69,693 SH   SOLE   69,693 0 0
INSULET CORP COM 45784P101   638,362 2,942 SH   SOLE   2,942 0 0
INTEL CORP COM 458140100   75,605,926 1,504,569 SH   SOLE   1,504,569 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   77,496,116 603,403 SH   SOLE   603,403 0 0
INTUIT COM 461202103   48,884,327 78,210 SH   SOLE   78,210 0 0
JABIL INC COM 466313103   4,729,185 37,122 SH   SOLE   37,122 0 0
JPMORGAN CHASE & CO COM 46625H100   16,348,128 96,107 SH   SOLE   96,107 0 0
LAM RESEARCH CORP COM 512807108   45,847,205 58,533 SH   SOLE   58,533 0 0
LAMB WESTON HLDGS INC COM 513272104   61,238,288 566,553 SH   SOLE   566,553 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104   11,630,164 168,583 SH   SOLE   168,583 0 0
LAUDER ESTEE COS INC CL A 518439104   14,121,727 96,557 SH   SOLE   96,557 0 0
LINDE PLC SHS G54950103   66,322,236 174,033 SH   SOLE   174,033 0 0
LPL FINL HLDGS INC COM 50212V100   25,171,454 110,589 SH   SOLE   110,589 0 0
LULULEMON ATHLETICA INC COM 550021109   456,071 892 SH   SOLE   892 0 0
MARRIOTT INTL INC NEW CL A 571903202   560,167 2,484 SH   SOLE   2,484 0 0
MARSH & MCLENNAN COS INC COM 571748102   43,300,803 228,532 SH   SOLE   228,532 0 0
MASTERCARD INCORPORATED CL A 57636Q104   15,858,806 37,182 SH   SOLE   37,182 0 0
MATSON INC COM 57686G105   4,709,277 42,967 SH   SOLE   42,967 0 0
MCDONALDS CORP COM 580135101   9,644,773 32,527 SH   SOLE   32,527 0 0
MCKESSON CORP COM 58155Q103   118,285,890 255,484 SH   SOLE   255,484 0 0
MERCK & CO INC COM 58933Y105   12,264,887 112,499 SH   SOLE   112,499 0 0
MERITAGE HOMES CORP COM 59001A102   40,576,268 232,936 SH   SOLE   232,936 0 0
META PLATFORMS INC CL A 30303M102   212,855,821 640,746 SH   SOLE   640,746 0 0
METLIFE INC COM 59156R108   10,968,674 165,862 SH   SOLE   165,862 0 0
MICRON TECHNOLOGY INC COM 595112103   6,084,955 71,302 SH   SOLE   71,302 0 0
MICROSOFT CORP COM 594918104   402,434,456 1,070,173 SH   SOLE   1,070,173 0 0
MONDELEZ INTL INC CL A 609207105   8,608,293 118,849 SH   SOLE   118,849 0 0
MONOLITHIC PWR SYS INC COM 609839105   503,368 798 SH   SOLE   798 0 0
MONTROSE ENVIRONMENTAL GROUP COM 615111101   490,245 15,258 SH   SOLE   15,258 0 0
MOODYS CORP COM 615369105   53,495,271 136,968 SH   SOLE   136,968 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307   1,482,183 4,734 SH   SOLE   4,734 0 0
MSA SAFETY INC COM 553498106   649,834 3,849 SH   SOLE   3,849 0 0
NATERA INC COM 632307104   24,490,883 390,991 SH   SOLE   390,991 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106   15,007,544 493,523 SH   SOLE   493,523 0 0
NIKE INC CL B 654106103   16,956,273 156,176 SH   SOLE   156,176 0 0
NOV INC COM 62955J103   24,514,880 1,208,859 SH   SOLE   1,208,859 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   2,586,657 310,517 SH   SOLE   310,517 0 0
NVENT ELECTRIC PLC SHS G6700G107   46,111,755 780,390 SH   SOLE   780,390 0 0
NVIDIA CORPORATION COM 67066G104   160,236,878 332,856 SH   SOLE   332,856 0 0
NXP SEMICONDUCTORS N V COM N6596X109   2,633,563 11,466 SH   SOLE   11,466 0 0
ON HLDG AG NAMEN AKT A H5919C104   223,797 8,298 SH   SOLE   8,298 0 0
ORACLE CORP COM 68389X105   21,722,169 206,030 SH   SOLE   206,030 0 0
PACCAR INC COM 693718108   7,326,533 75,027 SH   SOLE   75,027 0 0
PAYCHEX INC COM 704326107   252,518 2,120 SH   SOLE   2,120 0 0
PENUMBRA INC COM 70975L107   570,499 2,268 SH   SOLE   2,268 0 0
PEPSICO INC COM 713448108   3,800,586 22,377 SH   SOLE   22,377 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103   24,455,619 353,658 SH   SOLE   353,658 0 0
PERION NETWORK LTD SHS NEW M78673114   8,072,482 261,494 SH   SOLE   261,494 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408   78,522,988 4,916,811 SH   SOLE   4,916,811 0 0
PG&E CORP COM 69331C108   137,008,701 7,598,807 SH   SOLE   7,598,807 0 0
PHILIP MORRIS INTL INC COM 718172109   3,982,863 42,334 SH   SOLE   42,334 0 0
PILGRIMS PRIDE CORP COM 72147K108   5,130,701 185,488 SH   SOLE   185,488 0 0
PINNACLE FINL PARTNERS INC COM 72346Q104   44,820,902 513,899 SH   SOLE   513,899 0 0
POOL CORP COM 73278L105   34,592,086 100,174 SH   SOLE   100,174 0 0
POWERSCHOOL HOLDINGS INC COM CL A 73939C106   833,538 35,379 SH   SOLE   35,379 0 0
PROCTER AND GAMBLE CO COM 742718109   7,639,430 52,131 SH   SOLE   52,131 0 0
PROGRESSIVE CORP COM 743315103   24,476,569 153,669 SH   SOLE   153,669 0 0
PROLOGIS INC. COM 74340W103   7,518,805 72,033 SH   SOLE   72,033 0 0
QORVO INC COM 74736K101   43,320,871 384,710 SH   SOLE   384,710 0 0
QUALCOMM INC COM 747525103   5,528,737 38,226 SH   SOLE   38,226 0 0
QUALYS INC COM 74758T303   13,321,709 67,873 SH   SOLE   67,873 0 0
RALPH LAUREN CORP CL A 751212101   229,566 1,592 SH   SOLE   1,592 0 0
REINSURANCE GRP OF AMERICA I COM NEW 759351604   9,550,712 59,034 SH   SOLE   59,034 0 0
REPLIGEN CORP COM 759916109   22,552,153 125,433 SH   SOLE   125,433 0 0
REVVITY INC COM 714046109   5,372,145 49,145 SH   SOLE   49,145 0 0
ROPER TECHNOLOGIES INC COM 776696106   1,080,539 1,982 SH   SOLE   1,982 0 0
ROSS STORES INC COM 778296103   20,674,780 149,394 SH   SOLE   149,394 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203   59,289,426 444,573 SH   SOLE   444,573 0 0
SAIA INC COM 78709Y105   139,755,053 318,916 SH   SOLE   318,916 0 0
SALESFORCE INC COM 79466L302   8,814,836 33,498 SH   SOLE   33,498 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   21,071,417 246,832 SH   SOLE   246,832 0 0
STAR BULK CARRIERS CORP. SHS PAR Y8162K204   7,923,793 372,702 SH   SOLE   372,702 0 0
STEEL DYNAMICS INC COM 858119100   4,007,567 33,933 SH   SOLE   33,933 0 0
STELLANTIS N.V SHS N82405106   18,283,048 782,722 SH   SOLE   782,722 0 0
STERIS PLC SHS USD G8473T100   32,686,840 148,675 SH   SOLE   148,675 0 0
SYNOPSYS INC COM 871607107   5,160,014 10,021 SH   SOLE   10,021 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   8,120,587 78,081 SH   SOLE   78,081 0 0
TENABLE HLDGS INC COM 88025T102   10,200,830 221,475 SH   SOLE   221,475 0 0
TERADYNE INC COM 880770102   358,120 3,300 SH   SOLE   3,300 0 0
TETRA TECH INC NEW COM 88162G103   1,140,144 6,830 SH   SOLE   6,830 0 0
TFI INTL INC COM 87241L109   87,411,346 640,673 SH   SOLE   640,673 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   36,175,639 68,153 SH   SOLE   68,153 0 0
TJX COS INC NEW COM 872540109   404,509 4,312 SH   SOLE   4,312 0 0
TOPBUILD CORP COM 89055F103   86,020,922 229,848 SH   SOLE   229,848 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274   3,411,732 111,786 SH   SOLE   111,786 0 0
TRANSUNION COM 89400J107   6,760,790 98,399 SH   SOLE   98,399 0 0
UBER TECHNOLOGIES INC COM 90353T100   8,539,803 138,698 SH   SOLE   138,698 0 0
UNION PAC CORP COM 907818108   11,219,159 45,676 SH   SOLE   45,676 0 0
UNITEDHEALTH GROUP INC COM 91324P102   18,118,296 34,414 SH   SOLE   34,414 0 0
UNIVERSAL DISPLAY CORP COM 91347P105   885,161 4,628 SH   SOLE   4,628 0 0
UNUM GROUP COM 91529Y106   5,073,559 112,195 SH   SOLE   112,195 0 0
VAIL RESORTS INC COM 91879Q109   349,237 1,636 SH   SOLE   1,636 0 0
VALE S A SPONSORED ADS 91912E105   3,402,704 214,542 SH   SOLE   214,542 0 0
VALMONT INDS INC COM 920253101   462,822 1,982 SH   SOLE   1,982 0 0
VALVOLINE INC COM 92047W101   7,202,361 191,660 SH   SOLE   191,660 0 0
VEEVA SYS INC CL A COM 922475108   938,160 4,873 SH   SOLE   4,873 0 0
VERACYTE INC COM 92337F107   450,949 16,392 SH   SOLE   16,392 0 0
VERISK ANALYTICS INC COM 92345Y106   835,303 3,497 SH   SOLE   3,497 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   41,330,570 1,096,280 SH   SOLE   1,096,280 0 0
VISA INC COM CL A 92826C839   47,008,155 180,554 SH   SOLE   180,554 0 0
VISTRA CORP COM 92840M102   25,394,985 659,284 SH   SOLE   659,284 0 0
VONTIER CORPORATION COM 928881101   6,006,120 173,835 SH   SOLE   173,835 0 0
VULCAN MATLS CO COM 929160109   45,953,616 202,427 SH   SOLE   202,427 0 0
WALMART INC COM 931142103   54,726,593 347,133 SH   SOLE   347,133 0 0
WEATHERFORD INTL PLC ORD SHS G48833118   29,826,269 304,888 SH   SOLE   304,888 0 0
WELLS FARGO CO NEW COM 949746101   163,159,922 3,314,853 SH   SOLE   3,314,853 0 0
WESTERN DIGITAL CORP. COM 958102105   100,839,273 1,999,589 SH   SOLE   1,999,589 0 0
WESTERN DIGITAL CORP. COM 958102105   54,817,410 1,087,000 SH Call SOLE   1,087,000 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104   24,348,172 700,250 SH   SOLE   700,250 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104   18,545,223 426,425 SH   SOLE   426,425 0 0
ZIONS BANCORPORATION N A COM 989701107   28,024,747 638,833 SH   SOLE   638,833 0 0
ZOETIS INC CL A 98978V103   40,793,032 206,679 SH   SOLE   206,679 0 0