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
ABBOTT LABS COM 002824100   56,014,200 495,000 SH Put SOLE   495,000 0 0
ABBVIE INC COM 00287Y109   82,384,314 452,653 SH   SOLE   452,653 0 0
ADVANCED MICRO DEVICES INC COM 007903107   71,350,513 397,164 SH   SOLE   397,164 0 0
ADVANCED MICRO DEVICES INC COM 007903107   8,443,550 47,000 SH Call SOLE   47,000 0 0
AGNC INVT CORP COM 00123Q104   7,790,605 787,348 SH   SOLE   787,348 0 0
AGNICO EAGLE MINES LTD COM 008474108   29,356,171 505,000 SH Call SOLE   505,000 0 0
ALLSTATE CORP COM 020002101   95,764,462 553,810 SH   SOLE   553,810 0 0
ALPHABET INC CAP STK CL C 02079K107   36,573,772 240,332 SH   SOLE   240,332 0 0
ALPHABET INC CAP STK CL A 02079K305   49,595,490 328,948 SH   SOLE   328,948 0 0
ALTRIA GROUP INC COM 02209S103   8,582,043 196,851 SH   SOLE   196,851 0 0
AMAZON COM INC COM 023135106   304,098,094 1,686,621 SH   SOLE   1,686,621 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106   11,279,803 437,452 SH   SOLE   437,452 0 0
AMERICAN EXPRESS CO COM 025816109   34,596,267 152,025 SH   SOLE   152,025 0 0
AMERICAN INTL GROUP INC COM NEW 026874784   5,612,569 71,838 SH   SOLE   71,838 0 0
AMGEN INC COM 031162100   4,534,465 15,957 SH   SOLE   15,957 0 0
AON PLC SHS CL A G0403H108   56,348,769 168,901 SH   SOLE   168,901 0 0
API GROUP CORP COM STK 00187Y100   60,216,535 1,534,047 SH   SOLE   1,534,047 0 0
APPLE INC COM 037833100   50,710,913 295,880 SH   SOLE   295,880 0 0
ARCHER DANIELS MIDLAND CO COM 039483102   52,752,697 840,324 SH   SOLE   840,324 0 0
AUTOLIV INC COM 052800109   17,786,926 147,722 SH   SOLE   147,722 0 0
AUTOZONE INC COM 053332102   30,548,682 9,698 SH   SOLE   9,698 0 0
AVANTOR INC COM 05352A100   233,109,321 9,120,083 SH   SOLE   9,120,083 0 0
AVERY DENNISON CORP COM 053611109   552,790 2,477 SH   SOLE   2,477 0 0
AXON ENTERPRISE INC COM 05464C101   29,215,717 93,414 SH   SOLE   93,414 0 0
AZEK CO INC CL A 05478C105   57,563,446 1,146,641 SH   SOLE   1,146,641 0 0
BAKER HUGHES COMPANY CL A 05722G100   37,840,387 1,130,158 SH   SOLE   1,130,158 0 0
BELLRING BRANDS INC COMMON STOCK 07831C103   45,719,960 774,815 SH   SOLE   774,815 0 0
BLACKSTONE INC COM 09260D107   40,344,162 307,254 SH   SOLE   307,254 0 0
BROADCOM INC COM 11135F101   63,113,058 47,643 SH   SOLE   47,643 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   160,188,122 768,421 SH   SOLE   768,421 0 0
BURLINGTON STORES INC COM 122017106   131,179,175 565,189 SH   SOLE   565,189 0 0
CALIX INC COM 13100M509   11,995,096 361,873 SH   SOLE   361,873 0 0
CAMECO CORP COM 13321L108   8,811,557 203,514 SH   SOLE   203,514 0 0
CARDINAL HEALTH INC COM 14149Y108   8,860,530 79,225 SH   SOLE   79,225 0 0
CARRIER GLOBAL CORPORATION COM 14448C104   275,261 4,737 SH   SOLE   4,737 0 0
CAVA GROUP INC COM 148929102   38,225,014 545,894 SH   SOLE   545,894 0 0
CBIZ INC COM 124805102   17,148,040 218,531 SH   SOLE   218,531 0 0
CENCORA INC COM 03073E105   13,042,304 53,703 SH   SOLE   53,703 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   16,661,588 5,735 SH   SOLE   5,735 0 0
CHUBB LIMITED COM H1467J104   11,389,400 43,976 SH   SOLE   43,976 0 0
CHURCHILL DOWNS INC COM 171484108   26,811,257 216,743 SH   SOLE   216,743 0 0
CISCO SYS INC COM 17275R102   45,477,000 930,000 SH Call SOLE   930,000 0 0
CLEAN HARBORS INC COM 184496107   86,856,420 431,635 SH   SOLE   431,635 0 0
CME GROUP INC COM 12572Q105   11,908,336 55,342 SH   SOLE   55,342 0 0
COHERENT CORP COM 19247G107   97,459,352 1,608,376 SH   SOLE   1,608,376 0 0
COMERICA INC COM 200340107   20,820,203 378,765 SH   SOLE   378,765 0 0
COMFORT SYS USA INC COM 199908104   51,006,513 160,610 SH   SOLE   160,610 0 0
CONSTELLATION BRANDS INC CL A 21036P108   25,059,714 92,261 SH   SOLE   92,261 0 0
CONSTELLATION ENERGY CORP COM 21037T109   72,287,732 391,224 SH   SOLE   391,224 0 0
COPA HOLDINGS SA CL A P31076105   4,518,257 43,400 SH   SOLE   43,400 0 0
COPART INC COM 217204106   94,117,001 1,625,716 SH   SOLE   1,625,716 0 0
CORE & MAIN INC CL A 21874C102   151,655,492 2,650,209 SH   SOLE   2,650,209 0 0
COREBRIDGE FINL INC COM 21871X109   39,420,155 1,372,819 SH   SOLE   1,372,819 0 0
CORTEVA INC COM 22052L104   63,238,372 1,097,037 SH   SOLE   1,097,037 0 0
COSTAR GROUP INC COM 22160N109   37,243,145 385,742 SH   SOLE   385,742 0 0
COTY INC COM CL A 222070203   28,227,023 2,361,031 SH   SOLE   2,361,031 0 0
CRH PLC ORD G25508105   94,941,233 1,101,225 SH   SOLE   1,101,225 0 0
DATADOG INC CL A COM 23804L103   20,264,843 164,041 SH   SOLE   164,041 0 0
DECKERS OUTDOOR CORP COM 243537107   535,577 569 SH   SOLE   569 0 0
DELL TECHNOLOGIES INC CL C 24703L202   13,868,915 121,605 SH   SOLE   121,605 0 0
DEXCOM INC COM 252131107   524,651 3,784 SH   SOLE   3,784 0 0
DR REDDYS LABS LTD ADR 256135203   594,135 8,100 SH   SOLE   8,100 0 0
DYNATRACE INC COM NEW 268150109   26,305,333 566,655 SH   SOLE   566,655 0 0
E L F BEAUTY INC COM 26856L103   21,572,565 110,090 SH   SOLE   110,090 0 0
EAGLE MATLS INC COM 26969P108   83,161,622 306,153 SH   SOLE   306,153 0 0
ELEVANCE HEALTH INC COM 036752103   43,422,204 83,757 SH   SOLE   83,757 0 0
ELI LILLY & CO COM 532457108   51,223,579 65,878 SH   SOLE   65,878 0 0
ENOVIS CORPORATION COM 194014502   36,737,057 588,491 SH   SOLE   588,491 0 0
EQUIFAX INC COM 294429105   9,195,936 34,381 SH   SOLE   34,381 0 0
EXXON MOBIL CORP COM 30231G102   5,641,940 48,563 SH   SOLE   48,563 0 0
FERGUSON PLC NEW SHS G3421J106   76,573,960 350,750 SH   SOLE   350,750 0 0
FERRARI N V COM N3167Y103   795,848 1,824 SH   SOLE   1,824 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   17,356,742 234,024 SH   SOLE   234,024 0 0
FIRST SOLAR INC COM 336433107   279,262 1,655 SH   SOLE   1,655 0 0
FISERV INC COM 337738108   82,225,106 514,696 SH   SOLE   514,696 0 0
FLUOR CORP NEW COM 343412102   31,144,278 737,010 SH   SOLE   737,010 0 0
FLUTTER ENTMT PLC SHS G3643J108   29,610,997 148,530 SH   SOLE   148,530 0 0
FORTINET INC COM 34959E109   6,449,280 96,000 SH Call SOLE   96,000 0 0
FRANCO NEV CORP COM 351858105   14,934,720 96,000 SH Call SOLE   96,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857   5,693,867 121,158 SH   SOLE   121,158 0 0
GARTNER INC COM 366651107   75,591,551 158,653 SH   SOLE   158,653 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   10,176,950 112,004 SH   SOLE   112,004 0 0
GENERAL MTRS CO COM 37045V100   9,580,814 211,377 SH   SOLE   211,377 0 0
GMS INC COM 36251C103   5,970,557 61,370 SH   SOLE   61,370 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   52,642,274 126,098 SH   SOLE   126,098 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101   235,048 8,058 SH   SOLE   8,058 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104   13,626,936 132,307 SH   SOLE   132,307 0 0
HASHICORP INC COM CL A 418100103   41,891,084 1,555,104 SH   SOLE   1,555,104 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   661,850 11,829 SH   SOLE   11,829 0 0
HESS CORP COM 42809H107   15,855,552 103,931 SH   SOLE   103,931 0 0
HESS MIDSTREAM LP CL A SHS 428103105   21,159,506 585,961 SH   SOLE   585,961 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   70,235,962 329,438 SH   SOLE   329,438 0 0
HOLOGIC INC COM 436440101   540,848 6,940 SH   SOLE   6,940 0 0
HP INC COM 40434L105   4,143,428 137,180 SH   SOLE   137,180 0 0
HUMANA INC COM 444859102   6,955,997 20,066 SH   SOLE   20,066 0 0
HYATT HOTELS CORP COM CL A 448579102   48,301,817 302,724 SH   SOLE   302,724 0 0
ICON PLC SHS G4705A100   68,459,855 203,848 SH   SOLE   203,848 0 0
IDEX CORP COM 45167R104   555,432 2,277 SH   SOLE   2,277 0 0
INDIVIOR PLC ORD G4766E116   21,060,355 984,681 SH   SOLE   984,681 0 0
INFOSYS LTD SPONSORED ADR 456788108   1,509,581 84,193 SH   SOLE   84,193 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   73,605,073 535,777 SH   SOLE   535,777 0 0
INTUIT COM 461202103   48,587,947 74,781 SH   SOLE   74,781 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   31,986,255 80,190 SH   SOLE   80,190 0 0
JOHNSON & JOHNSON COM 478160104   8,582,746 54,285 SH   SOLE   54,285 0 0
JONES LANG LASALLE INC COM 48020Q107   32,639,344 167,369 SH   SOLE   167,369 0 0
JPMORGAN CHASE & CO COM 46625H100   18,197,520 90,900 SH   SOLE   90,900 0 0
KINROSS GOLD CORP COM 496902404   9,731,579 1,588,376 SH   SOLE   1,588,376 0 0
KULICKE & SOFFA INDS INC COM 501242101   26,036,216 517,716 SH   SOLE   517,716 0 0
LAM RESEARCH CORP COM 512807108   30,755,939 31,671 SH   SOLE   31,671 0 0
LAMB WESTON HLDGS INC COM 513272104   131,035,234 1,230,538 SH   SOLE   1,230,538 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104   9,182,299 117,421 SH   SOLE   117,421 0 0
LAUDER ESTEE COS INC CL A 518439104   16,089,907 104,431 SH   SOLE   104,431 0 0
LINDE PLC SHS G54950103   97,449,172 208,118 SH   SOLE   208,118 0 0
LPL FINL HLDGS INC COM 50212V100   29,289,615 110,904 SH   SOLE   110,904 0 0
LULULEMON ATHLETICA INC COM 550021109   350,804 898 SH   SOLE   898 0 0
MARRIOTT INTL INC NEW CL A 571903202   631,280 2,502 SH   SOLE   2,502 0 0
MARVELL TECHNOLOGY INC COM 573874104   8,284,230 124,500 SH Call SOLE   124,500 0 0
MASTERCARD INCORPORATED CL A 57636Q104   14,989,197 31,142 SH   SOLE   31,142 0 0
MATSON INC COM 57686G105   6,412,132 57,078 SH   SOLE   57,078 0 0
MCKESSON CORP COM 58155Q103   105,417,805 196,444 SH   SOLE   196,444 0 0
MERCK & CO INC COM 58933Y105   14,619,748 110,857 SH   SOLE   110,857 0 0
MERITAGE HOMES CORP COM 59001A102   37,573,563 214,226 SH   SOLE   214,226 0 0
META PLATFORMS INC CL A 30303M102   254,690,176 524,744 SH   SOLE   524,744 0 0
MICRON TECHNOLOGY INC COM 595112103   46,411,470 393,826 SH   SOLE   393,826 0 0
MICROSOFT CORP COM 594918104   409,361,071 973,426 SH   SOLE   973,426 0 0
MONDAY COM LTD SHS M7S64H106   8,201,114 36,323 SH   SOLE   36,323 0 0
MONOLITHIC PWR SYS INC COM 609839105   265,451 392 SH   SOLE   392 0 0
MOODYS CORP COM 615369105   52,281,741 133,092 SH   SOLE   133,092 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307   767,593 2,163 SH   SOLE   2,163 0 0
MSA SAFETY INC COM 553498106   454,966 2,351 SH   SOLE   2,351 0 0
NATERA INC COM 632307104   21,402,158 234,096 SH   SOLE   234,096 0 0
NETAPP INC COM 64110D104   2,648,758 25,247 SH   SOLE   25,247 0 0
NEWMONT CORP COM 651639106   25,001,950 743,663 SH   SOLE   743,663 0 0
NEWMONT CORP COM 651639106   13,616,100 405,000 SH Call SOLE   405,000 0 0
NEXTRACKER INC CLASS A COM 65290E101   4,335,475 77,089 SH   SOLE   77,089 0 0
NIKE INC CL B 654106103   8,331,321 88,694 SH   SOLE   88,694 0 0
NORFOLK SOUTHN CORP COM 655844108   56,143,659 220,399 SH   SOLE   220,399 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   3,884,023 325,736 SH   SOLE   325,736 0 0
NUCOR CORP COM 670346105   7,334,598 37,082 SH   SOLE   37,082 0 0
NVENT ELECTRIC PLC SHS G6700G107   43,044,461 571,103 SH   SOLE   571,103 0 0
NVIDIA CORPORATION COM 67066G104   293,998,212 309,762 SH   SOLE   309,762 0 0
NXP SEMICONDUCTORS N V COM N6596X109   5,030,563 20,314 SH   SOLE   20,314 0 0
OCCIDENTAL PETE CORP COM 674599105   15,662,507 272,914 SH   SOLE   272,914 0 0
OCCIDENTAL PETE CORP COM 674599105   22,382,061 390,000 SH Call SOLE   390,000 0 0
ON HLDG AG NAMEN AKT A H5919C104   569,832 16,108 SH   SOLE   16,108 0 0
PACCAR INC COM 693718108   9,015,601 72,810 SH   SOLE   72,810 0 0
PALOMAR HLDGS INC COM 69753M105   20,903,586 249,454 SH   SOLE   249,454 0 0
PENUMBRA INC COM 70975L107   207,482 930 SH   SOLE   930 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103   24,825,143 332,658 SH   SOLE   332,658 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408   95,452,411 6,278,919 SH   SOLE   6,278,919 0 0
PG&E CORP COM 69331C108   111,399,936 6,649,459 SH   SOLE   6,649,459 0 0
PILGRIMS PRIDE CORP COM 72147K108   7,592,561 221,347 SH   SOLE   221,347 0 0
PINNACLE FINL PARTNERS INC COM 72346Q104   43,943,651 511,885 SH   SOLE   511,885 0 0
POOL CORP COM 73278L105   38,259,396 99,015 SH   SOLE   99,015 0 0
POWERSCHOOL HOLDINGS INC COM CL A 73939C106   306,977 14,424 SH   SOLE   14,424 0 0
PROCTER AND GAMBLE CO COM 742718109   9,482,650 58,476 SH   SOLE   58,476 0 0
PROGRESSIVE CORP COM 743315103   31,880,939 154,176 SH   SOLE   154,176 0 0
PROLOGIS INC. COM 74340W103   9,153,592 72,269 SH   SOLE   72,269 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106   16,309,340 254,000 SH Call SOLE   254,000 0 0
QUALCOMM INC COM 747525103   12,269,032 72,508 SH   SOLE   72,508 0 0
RALPH LAUREN CORP CL A 751212101   33,324,957 177,548 SH   SOLE   177,548 0 0
REGAL REXNORD CORPORATION COM 758750103   19,508,179 108,360 SH   SOLE   108,360 0 0
REINSURANCE GRP OF AMERICA I COM NEW 759351604   11,040,515 57,271 SH   SOLE   57,271 0 0
REPLIGEN CORP COM 759916109   30,852,211 167,813 SH   SOLE   167,813 0 0
REVVITY INC COM 714046109   9,310,510 88,718 SH   SOLE   88,718 0 0
RH COM 74967X103   3,812,104 13,316 SH   SOLE   13,316 0 0
ROPER TECHNOLOGIES INC COM 776696106   583,063 1,040 SH   SOLE   1,040 0 0
ROSS STORES INC COM 778296103   12,624,812 86,039 SH   SOLE   86,039 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203   69,421,714 477,084 SH   SOLE   477,084 0 0
SAIA INC COM 78709Y105   138,390,401 236,666 SH   SOLE   236,666 0 0
SALESFORCE INC COM 79466L302   10,129,401 33,650 SH   SOLE   33,650 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   18,352,647 197,310 SH   SOLE   197,310 0 0
SHOCKWAVE MED INC COM 82489T104   28,130,039 86,420 SH   SOLE   86,420 0 0
STAR BULK CARRIERS CORP. SHS PAR Y8162K204   18,914,675 792,802 SH   SOLE   792,802 0 0
STEEL DYNAMICS INC COM 858119100   9,164,450 61,859 SH   SOLE   61,859 0 0
STELLANTIS N.V SHS N82405106   24,223,882 852,480 SH   SOLE   852,480 0 0
STERIS PLC SHS USD G8473T100   40,409,772 179,837 SH   SOLE   179,837 0 0
SWEETGREEN INC COM CL A 87043Q108   15,042,173 595,723 SH   SOLE   595,723 0 0
SYNOPSYS INC COM 871607107   6,005,644 10,514 SH   SOLE   10,514 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   40,854,317 300,449 SH   SOLE   300,449 0 0
TARGET CORP COM 87612E106   7,142,698 40,328 SH   SOLE   40,328 0 0
TEMPUR SEALY INTL INC COM 88023U101   7,076,283 124,561 SH   SOLE   124,561 0 0
TETRA TECH INC NEW COM 88162G103   704,230 3,814 SH   SOLE   3,814 0 0
TFI INTL INC COM 87241L109   55,502,625 348,041 SH   SOLE   348,041 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   13,316,097 22,923 SH   SOLE   22,923 0 0
TJX COS INC NEW COM 872540109   3,331,967 32,868 SH   SOLE   32,868 0 0
TOPBUILD CORP COM 89055F103   43,522,912 98,786 SH   SOLE   98,786 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274   7,343,362 219,573 SH   SOLE   219,573 0 0
TRAVELERS COMPANIES INC COM 89417E109   5,332,939 23,185 SH   SOLE   23,185 0 0
UBER TECHNOLOGIES INC COM 90353T100   7,112,996 92,437 SH   SOLE   92,437 0 0
UNION PAC CORP COM 907818108   11,270,476 45,852 SH   SOLE   45,852 0 0
UNITEDHEALTH GROUP INC COM 91324P102   12,382,776 25,044 SH   SOLE   25,044 0 0
UNUM GROUP COM 91529Y106   8,679,738 161,841 SH   SOLE   161,841 0 0
US FOODS HLDG CORP COM 912008109   20,997,163 389,123 SH   SOLE   389,123 0 0
VAIL RESORTS INC COM 91879Q109   362,099 1,625 SH   SOLE   1,625 0 0
VALMONT INDS INC COM 920253101   347,318 1,522 SH   SOLE   1,522 0 0
VEEVA SYS INC CL A COM 922475108   571,142 2,466 SH   SOLE   2,466 0 0
VERACYTE INC COM 92337F107   222,627 10,050 SH   SOLE   10,050 0 0
VERISK ANALYTICS INC COM 92345Y106   428,166 1,817 SH   SOLE   1,817 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   53,026,805 1,264,418 SH   SOLE   1,264,418 0 0
VISA INC COM CL A 92826C839   56,959,863 204,206 SH   SOLE   204,206 0 0
VISTRA CORP COM 92840M102   26,879,812 386,087 SH   SOLE   386,087 0 0
VONTIER CORPORATION COM 928881101   5,302,011 116,950 SH   SOLE   116,950 0 0
VULCAN MATLS CO COM 929160109   72,741,981 266,647 SH   SOLE   266,647 0 0
WALMART INC COM 931142103   62,828,621 1,044,736 SH   SOLE   1,044,736 0 0
WEATHERFORD INTL PLC ORD SHS G48833118   25,375,228 219,936 SH   SOLE   219,936 0 0
WELLS FARGO CO NEW COM 949746101   120,446,018 2,079,003 SH   SOLE   2,079,003 0 0
WESTERN DIGITAL CORP. COM 958102105   168,578,015 2,471,433 SH   SOLE   2,471,433 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104   9,159,361 255,201 SH   SOLE   255,201 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104   44,604,249 976,878 SH   SOLE   976,878 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105   18,352,727 60,907 SH   SOLE   60,907 0 0
ZIONS BANCORPORATION N A COM 989701107   17,488,213 403,110 SH   SOLE   403,110 0 0
ZOETIS INC CL A 98978V103   30,393,302 179,713 SH   SOLE   179,713 0 0