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2604000 SH SOLE 2604000 0 0 HEXCEL CORP NEW COM 428291108 4379905 59268 SH SOLE 59268 0 0 HILTON GRAND VACATIONS INC COM 43283X105 1750128 39109 SH SOLE 39109 0 0 HILTON WORLDWIDE HLDGS INC COM 43300A203 489827318 1705230 SH SOLE 1705230 0 0 HINGE HEALTH INC CL A 433313103 7824503 168450 SH SOLE 168450 0 0 HOLOGIC INC COM 436440101 533944 7168 SH SOLE 7168 0 0 HOME BANCSHARES INC COM 436893200 3238203 116566 SH SOLE 116566 0 0 HORMEL FOODS CORP COM 440452100 76176611 3214203 SH SOLE 3214203 0 0 HOWMET AEROSPACE INC COM 443201108 26067473 127146 SH SOLE 127146 0 0 HUB GROUP INC CL A 443320106 1001505 23504 SH SOLE 23504 0 0 HUMANA INC COM 444859102 156725179 611897 SH SOLE 611897 0 0 HUNT J B TRANS SVCS INC COM 445658107 216152916 1112241 SH SOLE 1112241 0 0 HUNTINGTON BANCSHARES INC COM 446150104 28783338 1658982 SH SOLE 1658982 0 0 HUNTSMAN CORP COM 447011107 3416630 341663 SH SOLE 341663 0 0 ICICI BANK LIMITED ADR 45104G104 25228054 846579 SH SOLE 846579 0 0 ICON PLC SHS G4705A100 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COM 46625H100 99972944 310263 SH SOLE 310263 0 0 KADANT INC COM 48282T104 1066830 3743 SH SOLE 3743 0 0 KBR INC COM 48242W106 2531193 62965 SH SOLE 62965 0 0 KEMPER CORP COM 488401100 2444846 60307 SH SOLE 60307 0 0 KENVUE INC COM 49177J102 48179336 2793005 SH SOLE 2793005 0 0 KIMBERLY-CLARK CORP COM 494368103 121585566 1205130 SH SOLE 1205130 0 0 KIMCO RLTY CORP COM 49446R109 1478088 72920 SH SOLE 72920 0 0 KINIKSA PHARMACEUTICALS INTL ORD SHS CL A G52694109 235744 5715 SH SOLE 5715 0 0 KIRBY CORP COM 497266106 4960744 45024 SH SOLE 45024 0 0 KKR & CO INC COM 48251W104 91103709 714651 SH SOLE 714651 0 0 KLA CORP COM NEW 482480100 147019820 120996 SH SOLE 120996 0 0 KLARNA GROUP PLC SHS G5279N105 19001531 657265 SH SOLE 657265 0 0 KLAVIYO INC COM SER A 49845K101 321875 9913 SH SOLE 9913 0 0 KNIFE RIVER CORP COMMON STOCK 498894104 1084445 15415 SH SOLE 15415 0 0 KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 109413048 2092828 SH SOLE 2092828 0 0 KYMERA THERAPEUTICS INC COM 501575104 59229672 761209 SH SOLE 761209 0 0 LAM RESEARCH CORP COM NEW 512807306 27273082 159324 SH SOLE 159324 0 0 LAMB WESTON HLDGS INC COM 513272104 524965 12532 SH SOLE 12532 0 0 LANDSTAR SYS INC COM 515098101 5743689 39970 SH SOLE 39970 0 0 LAUDER ESTEE COS INC CL A 518439104 21661856 206855 SH SOLE 206855 0 0 LCI INDS COM 50189K103 526252 4337 SH SOLE 4337 0 0 LEMONADE INC COM 52567D107 55716359 782753 SH SOLE 782753 0 0 LIBERTY BROADBAND CORP COM SER C 530307305 1781433 36655 SH SOLE 36655 0 0 LIBERTY ENERGY INC COM CL A 53115L104 31194797 1689859 SH SOLE 1689859 0 0 LIBERTY LIVE HOLDINGS INC COM SHS SER C 530909308 8316000 100000 SH SOLE 100000 0 0 LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755 16718625 169715 SH SOLE 169715 0 0 LINDE PLC SHS G54950103 55704016 130641 SH SOLE 130641 0 0 LINEAGE INC COM 53566V106 2340170 66862 SH SOLE 66862 0 0 LIONSGATE STUDIOS CORP COM 53626N102 16831931 1843585 SH SOLE 1843585 0 0 LITTELFUSE INC COM 537008104 2712061 10723 SH SOLE 10723 0 0 LKQ CORP COM 501889208 4054803 134265 SH SOLE 134265 0 0 LOUISIANA PAC CORP COM 546347105 72101559 892788 SH SOLE 892788 0 0 LPL FINL HLDGS INC COM 50212V100 129425550 362364 SH SOLE 362364 0 0 LUCID GROUP INC COM NEW 549498202 1714496 162204 SH SOLE 162204 0 0 LULULEMON ATHLETICA INC COM 550021109 132853556 639303 SH SOLE 639303 0 0 LUMENTUM HLDGS INC COM 55024U109 44848557 121676 SH SOLE 121676 0 0 MADISON SQUARE GARDEN ENTMT COM CL A 558256103 6536749 121298 SH SOLE 121298 0 0 MADISON SQUARE GRDN SPRT COR CL A 55825T103 3122423 12072 SH SOLE 12072 0 0 MAGNITE INC COM 55955D100 252571 15562 SH SOLE 15562 0 0 MANPOWERGROUP INC WIS COM 56418H100 706296 23757 SH SOLE 23757 0 0 MAPLEBEAR INC COM 565394103 246131864 5472029 SH SOLE 5472029 0 0 MARKEL GROUP INC COM 570535104 6322121 2941 SH SOLE 2941 0 0 MARKETAXESS HLDGS INC COM 57060D108 38942469 214855 SH SOLE 214855 0 0 MARQETA INC CLASS A COM 57142B104 73012 15371 SH SOLE 15371 0 0 MARRIOTT VACATIONS WORLDWIDE COM 57164Y107 1303679 22598 SH SOLE 22598 0 0 MARSH & MCLENNAN COS INC COM 571748102 38005256 204858 SH SOLE 204858 0 0 MARVELL TECHNOLOGY INC COM 573874104 22907294 269561 SH SOLE 269561 0 0 MARZETTI COMPANY COM 513847103 1715723 10435 SH SOLE 10435 0 0 MASCO CORP COM 574599106 261440795 4119773 SH SOLE 4119773 0 0 MASTEC INC COM 576323109 88849118 408746 SH SOLE 408746 0 0 MASTERCARD INCORPORATED CL A 57636Q104 158324434 277334 SH SOLE 277334 0 0 MATCH GROUP INC NEW COM 57667L107 38312505 1186513 SH SOLE 1186513 0 0 MATERION CORP COM 576690101 397824 3200 SH SOLE 3200 0 0 MATSON INC COM 57686G105 1235994 10004 SH SOLE 10004 0 0 MATTEL INC COM 577081102 2482936 125148 SH SOLE 125148 0 0 MCCORMICK & CO INC COM NON VTG 579780206 33238429 488011 SH SOLE 488011 0 0 MCDONALDS CORP COM 580135101 396228207 1296431 SH SOLE 1296431 0 0 MCKESSON CORP COM 58155Q103 22303685 27190 SH SOLE 27190 0 0 MEDLINE INC COM CL A 58507V107 24301872 578616 SH SOLE 578616 0 0 MERCADOLIBRE INC COM 58733R102 40285200 20000 SH SOLE 20000 0 0 MERCK & CO INC COM 58933Y105 93235098 885760 SH SOLE 885760 0 0 MERIT MED SYS INC COM 589889104 1084827 12308 SH SOLE 12308 0 0 MERITAGE HOMES CORP COM 59001A102 1324357 20127 SH SOLE 20127 0 0 META PLATFORMS INC CL A 30303M102 452155049 684990 SH SOLE 684990 0 0 MGIC INVT CORP WIS COM 552848103 1966594 67303 SH SOLE 67303 0 0 MGM RESORTS INTERNATIONAL COM 552953101 1289739 35345 SH SOLE 35345 0 0 MICROCHIP TECHNOLOGY INC. COM 595017104 201976980 3169758 SH SOLE 3169758 0 0 MICROSOFT CORP COM 594918104 632532885 1307913 SH SOLE 1307913 0 0 MID-AMER APT CMNTYS INC COM 59522J103 6685599 48129 SH SOLE 48129 0 0 MIDDLEBY CORP COM 596278101 7247216 48747 SH SOLE 48747 0 0 MINERALYS THERAPEUTICS INC COM 603170101 58137850 1602035 SH SOLE 1602035 0 0 MOBILEYE GLOBAL INC COMMON CLASS A 60741F104 1010133 96756 SH SOLE 96756 0 0 MOELIS & CO CL A 60786M105 5031287 73193 SH SOLE 73193 0 0 MOHAWK INDS INC COM 608190104 2469415 22593 SH SOLE 22593 0 0 MOLSON COORS BEVERAGE CO CL B 60871R209 858305 18387 SH SOLE 18387 0 0 MONDELEZ INTL INC CL A 609207105 60492862 1123776 SH SOLE 1123776 0 0 MONSTER BEVERAGE CORP NEW COM 61174X109 42989636 560710 SH SOLE 560710 0 0 MOODYS CORP COM 615369105 123399393 241557 SH SOLE 241557 0 0 MORGAN STANLEY COM NEW 617446448 307079855 1729735 SH SOLE 1729735 0 0 MOTOROLA SOLUTIONS INC COM NEW 620076307 4492127 11719 SH SOLE 11719 0 0 MSA SAFETY INC COM 553498106 3161003 19739 SH SOLE 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