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18935456 1119449 SH SOLE 1119449 0 0 TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 1437713 154926 SH SOLE 154926 0 0 TERADYNE INC COM 880770102 19781886 66727 SH SOLE 65303 0 1424 TESLA INC COM 88160R101 232159695 624505 SH SOLE 619993 0 4512 TETRA TECH INC NEW COM 88162G103 11265482 374020 SH SOLE 374020 0 0 TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 59551301 1977137 SH SOLE 1977137 0 0 TEXAS INSTRS INC COM 882508104 60701728 312670 SH SOLE 309922 0 2748 TEXTRON INC COM 883203101 242804 2773 SH SOLE 2773 0 0 THE CIGNA GROUP COM 125523100 22109571 82885 SH SOLE 82257 0 628 THE TRADE DESK INC COM CL A 88339J105 2006635 88437 SH SOLE 87192 0 1245 THERMO FISHER SCIENTIFIC INC COM 883556102 93523340 190270 SH SOLE 189291 0 979 TJX COS INC NEW COM 872540109 55213875 345735 SH SOLE 341350 0 4385 T-MOBILE US INC COM 872590104 22755489 108344 SH SOLE 106987 0 1357 TOAST INC CL A 888787108 2352285 88732 SH SOLE 88732 0 0 TORONTO DOMINION BK ONT COM NEW 891160509 139122714 1494394 SH SOLE 1489877 0 4517 TOWER SEMICONDUCTOR LTD SHS NEW M87915274 1487885 8721 SH SOLE 8721 0 0 TRACTOR SUPPLY CO COM 892356106 4703906 103839 SH SOLE 103345 0 494 TRADEWEB MKTS INC CL A 892672106 2594520 22051 SH SOLE 21706 0 345 TRANE TECHNOLOGIES PLC SHS G8994E103 47194515 113247 SH SOLE 113247 0 0 TRANSFORCE INC COM 87241L109 1169008 10774 SH SOLE 10774 0 0 TRANSUNION COM 89400J107 2606595 37673 SH SOLE 37673 0 0 TRAVELERS COMPANIES INC COM 89417E109 77732675 266500 SH SOLE 265079 0 1421 TRI POINTE HOMES INC COM 87265H109 393605 8423 SH SOLE 8423 0 0 TRIMBLE INC COM 896239100 7837428 120151 SH SOLE 119343 0 808 TRUIST FINL CORP COM 89832Q109 124144455 2700556 SH SOLE 2700195 0 361 TWILIO INC CL A 90138F102 4957434 39401 SH SOLE 39268 0 133 TYLER TECHNOLOGIES INC COM 902252105 28778378 84054 SH SOLE 84054 0 0 TYSON FOODS INC CL A 902494103 4212602 65750 SH SOLE 65750 0 0 UBER TECHNOLOGIES INC COM 90353T100 28258130 392856 SH SOLE 388152 0 4704 UBS GROUP AG SHS H42097107 44326363 1159090 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VERTEX PHARMACEUTICALS INC COM 92532F100 62940209 140951 SH SOLE 140297 0 654 VERTIV HOLDINGS CO COM CL A 92537N108 32916688 131362 SH SOLE 129966 0 1396 WEST PHARMACEUTICAL SVSC INC COM 955306105 3378126 13478 SH SOLE 13429 0 49 WESTERN DIGITAL CORP COM 958102105 25828278 95487 SH SOLE 94574 0 913 WEYERHAEUSER CO COM NEW 962166104 3141942 128610 SH SOLE 128610 0 0 WHEATON PRECIOUS METALS CORP COM 962879102 30832485 235641 SH SOLE 231043 0 4598 VICI PPTYS INC COM 925652109 19175279 701877 SH SOLE 701877 0 0 WILLIAMS SONOMA INC COM 969904101 14515838 79613 SH SOLE 79613 0 0 WILLIS TOWERS WATSON PLC LTD SHS G96629103 10794563 37133 SH SOLE 36917 0 216 WINMARK CORP COM 974250102 1143263 2674 SH SOLE 2674 0 0 VIPSHOP HLDGS LTD SPONSORED ADS A 92763W103 2862280 182079 SH SOLE 182079 0 0 VIRIDIAN THERAPEUTICS INC COM 92790C104 3070075 156957 SH SOLE 156957 0 0 VISA INC COM CL A 92826C839 181226373 599611 SH SOLE 594743 0 4868 WISDOMTREE INC COM 97717P104 174560 11989 SH SOLE 11989 0 0 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