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 LABORATORIES COM 002824100 BBG001S5N9M6 78,257,128 762,220 SH   SOLE   726,440 0 35,780
ADOBE INC COM 00724F101 BBG001S5NCQ5 1,149,974,047 4,730,846 SH   SOLE   4,541,637 0 189,209
ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 213,503,855 1,049,520 SH   SOLE   1,023,550 0 25,970
AECOM COM 00766T100 BBG001SKTTF1 733,444,733 8,647,073 SH   SOLE   8,306,573 0 340,500
AGILENT TECHNOLOGIES INC COM 00846U101 BBG001SCTQY4 152,050,004 1,334,006 SH   SOLE   1,242,616 0 91,390
ALASKA AIR GROUP INC COM 011659109 BBG001S5NLG6 119,547,137 3,250,329 SH   SOLE   3,250,329 0 0
ALBEMARLE CORP COM 012653101 BBG001S7SBP9 478,395,207 2,664,709 SH   SOLE   2,570,184 0 94,525
ALCON AG ORD SHS H01301128 BBG00NPWGYR0 101,034,256 1,340,866 SH   SOLE   1,325,406 0 15,460
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 BBG006G2JWB1 2,348,901,765 18,722,316 SH   SOLE   18,181,466 0 540,850
ALKERMES PLC SHS G01767105 BBG001S6RXM7 89,814,046 2,539,990 SH   SOLE   2,462,060 0 77,930
ALLEGIANT TRAVEL CO COM 01748X102 BBG001SQ25S5 2,654,060 32,750 SH   SOLE   32,750 0 0
ALLOGENE THERAPEUTICS INC COM 019770106 BBG00KHRRDY2 20,446,810 8,379,840 SH   SOLE   8,379,840 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 4,309,793,710 14,987,459 SH   SOLE   14,512,949 0 474,510
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 1,641,100,244 5,720,910 SH   SOLE   5,472,790 0 248,120
ALTRIA GROUP INC COM 02209S103 BBG001S5T8T5 19,236,085 291,500 SH   SOLE   291,500 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 2,521,532,807 12,107,038 SH   SOLE   12,050,138 0 56,900
AMBARELLA INC SHS G037AX101 BBG001V1SN18 998,615 19,400 SH   SOLE   19,400 0 0
AMENTUM HOLDINGS INC COM 023939101 BBG01NY7B770 315,184,494 12,085,294 SH   SOLE   11,413,395 0 671,900
AMERICAN AIRLINES GROUP INC COM 02376R102 BBG005P7Q907 526,152,107 48,989,954 SH   SOLE   47,044,824 0 1,945,130
AMETEK INC COM 031100100 BBG001S5NN54 176,451,291 823,154 SH   SOLE   823,154 0 0
AMGEN INC COM 031162100 BBG001S5NNL6 3,122,362,289 8,874,129 SH   SOLE   8,675,724 0 198,405
AMICUS THERAPEUTIC COM 03152W109 BBG001SN96V9 8,464,884 585,400 SH   SOLE   585,400 0 0
ANALOG DEVICES INC COM 032654105 BBG001S5ND38 997,715,672 3,136,089 SH   SOLE   3,074,920 0 61,170
APPLE INC COM 037833100 BBG001S5N8V8 446,893,735 1,760,880 SH   SOLE   1,760,880 0 0
APPLIED MATLS INC COM 038222105 BBG001S5NMM7 401,304,524 1,174,126 SH   SOLE   1,101,071 0 73,055
APPLOVIN CORP COM CL A 03831W108 BBG006HFPX86 69,222,150 173,925 SH   SOLE   173,925 0 0
ARISTA NETWORKS INC COM SHS 040413205 BBG001T51KQ0 1,964,480 16,000 SH   SOLE   16,000 0 0
ARLO TECHNOLOGIES INC COM 04206A101 BBG00K88DTJ1 32,992,439 2,318,513 SH   SOLE   2,150,060 0 168,453
ARM HOLDINGS PLC SPONSORED ADS 042068205 BBG01J1GY084 35,381,367 233,880 SH   SOLE   233,880 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100 BBG002MX7TQ9 2,265,159 313,300 SH   SOLE   313,300 0 0
ASML HLDG NV N Y REGISTRY SHS N07059210 BBG001SCG0R3 466,353,374 353,076 SH   SOLE   339,380 0 13,696
ASTRAZENECA PLC ORD G0593M107 BBG001SCNW31 3,592,107,490 18,213,708 SH   SOLE   17,694,694 0 519,014
AURORA INNOVATION INC CLASS A COM 051774107 BBG00Z92Y6Y0 40,401,173 9,806,110 SH   SOLE   9,806,110 0 0
AUTODESK INC COM 052769106 BBG001S5SCD4 144,382,140 603,100 SH   SOLE   603,100 0 0
AXCELIS TECHNOLOGIES INC COM NEW 054540208 BBG001SF8W86 61,307,328 658,652 SH   SOLE   658,652 0 0
AXON ENTERPRISE INC COM 05464C101 BBG001SB2HG5 5,096,280 12,000 SH   SOLE   12,000 0 0
BAIDU INC SPON ADR REP A 056752108 BBG001SNBKD5 1,231,948,656 11,056,800 SH   SOLE   10,754,300 0 302,500
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 134,658,810 2,762,232 SH   SOLE   2,476,032 0 286,200
BANK NEW YORK MELLON CORP COM 064058100 BBG001S5P6Q6 300,684,343 2,534,640 SH   SOLE   2,534,640 0 0
BATH & BODY WORKS INC COM 070830104 BBG001S5SWL1 5,855,286 313,620 SH   SOLE   289,950 0 23,670
BELLRING BRANDS INC COMMON STOCK 07831C103 BBG013QNJHW0 10,534,123 654,700 SH   SOLE   641,300 0 13,400
BEONE MEDICINES LTD SPONSORED ADS 07725L102 BBG00B6WF7V2 1,477,479,502 4,975,181 SH   SOLE   4,885,281 0 89,900
BIOGEN INC COM 09062X103 BBG001S67826 2,705,512,094 14,757,607 SH   SOLE   14,357,650 0 399,957
BIOMARIN PHARMACEUTICAL INC COM 09061G101 BBG001S76R05 801,819,344 14,194,005 SH   SOLE   13,546,485 0 647,519
BIONTECH SE SPONSORED ADS 09075V102 BBG00Q70B4L0 337,185,032 3,793,711 SH   SOLE   3,586,411 0 207,300
BIRKENSTOCK HOLDING PLC COM SHS M2029K104 BBG01J9M43R9 21,397,676 597,200 SH   SOLE   597,200 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 BBG00FQ8T4M6 82,746,516 840,749 SH   SOLE   822,449 0 18,300
BLACKBERRY LTD COM 09228F103 BBG001S60618 9,313,302 2,874,476 SH   SOLE   2,800,676 0 73,800
BOEING CO COM 097023105 BBG001S5P0V3 158,409,967 795,910 SH   SOLE   795,910 0 0
BOOT BARN HLDGS INC COM 099406100 BBG007D38ZV3 6,676,943 45,620 SH   SOLE   45,620 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 BBG001T91S76 376,869,138 4,829,798 SH   SOLE   4,657,298 0 172,500
BOSTON SCIENTIFIC CORP COM 101137107 BBG001S63L94 2,041,243,323 32,529,774 SH   SOLE   32,127,986 0 401,788
BRIDGEBIO PHARMA INC COM 10806X102 BBG00P9KDZL5 42,267,307 569,180 SH   SOLE   569,180 0 0
BRINKER INTL INC COM 109641100 BBG001S5RFV8 4,026,114 28,200 SH   SOLE   0 0 28,200
BRISTOL-MYERS SQUIBB CO COM 110122108 BBG001S8N8J6 1,515,349,351 24,985,149 SH   SOLE   24,440,280 0 544,870
BROADCOM INC COM 11135F101 BBG00KHY5SY8 230,064,354 743,318 SH   SOLE   737,028 0 6,290
BRUKER CORP COM 116794108 BBG001SF69P0 30,976,512 857,600 SH   SOLE   857,600 0 0
BURLINGTON STORES INC COM 122017106 BBG004S641P3 257,892,934 792,590 SH   SOLE   792,590 0 0
CAMECO CORP COM 13321L108 BBG001S5Y5S6 100,754,239 927,670 SH   SOLE   927,670 0 0
CAPITAL ONE FINL CORP COM 14040H105 BBG001S65PV8 69,259,549 379,650 SH   SOLE   379,650 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 BBG0029SNS07 61,001,057 3,462,035 SH   SOLE   3,327,035 0 135,000
CARMAX INC COM 143130102 BBG001SD9561 181,211,709 4,358,146 SH   SOLE   4,112,367 0 245,779
CARNIVAL CORP COMMON STOCK 143658300 BBG001S5PL01 138,812,634 5,363,703 SH   SOLE   5,036,474 0 327,229
CARRIER GLOBAL CORPORATION COM 14448C104 BBG00RP5HZM1 216,241,944 3,840,205 SH   SOLE   3,833,205 0 7,000
CARVANA CO CL A 146869102 BBG00GCTWF71 62,097,909 197,525 SH   SOLE   197,525 0 0
CASEYS GEN STORES INC COM 147528103 BBG001S5PHZ2 33,263,202 45,700 SH   SOLE   45,700 0 0
CATERPILLAR INC COM 149123101 BBG001S5PJ06 617,961,318 872,260 SH   SOLE   860,020 0 12,240
CAVA GROUP INC COM 148929102 BBG00GBR8762 101,954,225 1,260,250 SH   SOLE   1,260,250 0 0
CBOE GLOBAL MKTS INC COM 12503M108 BBG001T71BP7 1,433,457 5,100 SH   SOLE   2,100 0 3,000
CERUS CORP COM 157085101 BBG001S97DG4 1,436,526 789,300 SH   SOLE   789,300 0 0
CHARLES RIV LABS INTL INC COM 159864107 BBG001S7Q271 46,038,525 266,890 SH   SOLE   266,890 0 0
CHEVRON CORPORATION COM 166764100 BBG001S67ZC5 474,127,281 2,291,577 SH   SOLE   2,255,549 0 36,028
CIENA CORP COM NEW 171779309 BBG001S61J73 170,064,152 438,050 SH   SOLE   438,050 0 0
CISCO SYS INC COM 17275R102 BBG001S6HC62 375,470,425 4,839,160 SH   SOLE   4,676,004 0 163,156
CITIGROUP INC COM NEW 172967424 BBG001S72ZG4 271,106,605 2,390,500 SH   SOLE   2,290,300 0 100,200
CME GROUP INC COM 12572Q105 BBG001S86547 537,158,364 1,818,718 SH   SOLE   1,765,108 0 53,610
COCA COLA CO COM 191216100 BBG001S5SMQ8 2,676,960 35,200 SH   SOLE   35,200 0 0
COMCAST CORP NEW CL A 20030N101 BBG001S5PXL2 1,286,208 44,800 SH   SOLE   44,800 0 0
CONOCOPHILLIPS COM 20825C104 BBG001S5TZM2 1,528,462,980 11,579,265 SH   SOLE   11,318,965 0 260,300
CONTROLADORA VUELA COMP DE A SPON ADR RP 10 21240E105 BBG004NZ9JK5 296,840 41,000 SH   SOLE   41,000 0 0
CORNING INC COM 219350105 BBG001S5RLH1 562,204,949 4,134,772 SH   SOLE   4,051,372 0 83,400
CORTEVA INC COM 22052L104 BBG00BN969D0 99,451,667 1,188,050 SH   SOLE   1,174,790 0 13,260
COSTAR GROUP INC COM 22160N109 BBG001SD3DY9 32,417,224 803,600 SH   SOLE   803,600 0 0
COTERRA ENERGY INC COM 127097103 BBG001S6H6Y4 80,461,815 2,289,750 SH   SOLE   2,124,450 0 165,300
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105 BBG00T68J2H9 5,932,584 63,200 SH   SOLE   63,200 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 BBG00BLYKRZ7 34,414,642 88,150 SH   SOLE   88,150 0 0
CSX CORP COM 126408103 BBG001S5Q7Q3 67,112,645 1,634,900 SH   SOLE   1,634,900 0 0
CURTISS WRIGHT CORP COM 231561101 BBG001S5QBK0 365,652,461 536,840 SH   SOLE   519,740 0 17,100
CVS HEALTH CORP COM 126650100 BBG001S5QBD8 172,018,238 2,395,130 SH   SOLE   2,342,500 0 52,630
DANAHER CORP DEL COM 235851102 BBG001S5QGT0 295,201,512 1,556,970 SH   SOLE   1,541,870 0 15,100
DEERE & CO COM 244199105 BBG001S5QFF7 40,935,011 72,670 SH   SOLE   72,670 0 0
DELL TECHNOLOGIES INC CL C 24703L202 BBG00DW3SZT0 61,491,304 374,650 SH   SOLE   364,010 0 10,640
DELTA AIR LINES INC COM NEW 247361702 BBG001SPT759 1,166,628,734 17,548,567 SH   SOLE   16,823,237 0 725,330
DESCARTES SYS GROUP INC COM 249906108 BBG001SBJY34 84,329,166 1,178,440 SH   SOLE   1,178,440 0 0
DICKS SPORTING GOODS INC COM 253393102 BBG001SK2651 12,006,460 60,550 SH   SOLE   60,550 0 0
DISNEY WALT CO COM 254687106 BBG001S5QHF3 600,941,540 6,235,127 SH   SOLE   6,016,626 0 218,500
DOCUSIGN INC COM 256163106 BBG001T535D5 5,689,200 120,000 SH   SOLE   120,000 0 0
DOLLAR TREE INC COM 256746108 BBG001S6ZGL6 408,349,103 3,728,875 SH   SOLE   3,658,085 0 70,790
DOORDASH INC CL A 25809K105 BBG005D7QCK1 12,719,207 84,710 SH   SOLE   84,710 0 0
DOW HLDGS INC COM 260557103 BBG00BN96931 181,367,509 4,354,562 SH   SOLE   4,318,252 0 36,310
DUPONT DE NEMOURS INC COM 26614N102 BBG00BN961H3 91,469,883 1,997,159 SH   SOLE   1,922,799 0 74,360
E L F BEAUTY INC COM 26856L103 BBG00DQ6VYQ2 42,530,643 701,710 SH   SOLE   675,810 0 25,900
EBAY INC. COM 278642103 BBG001S9B9J5 170,857,283 1,877,140 SH   SOLE   1,877,140 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 BBG001SF2288 274,097,103 3,422,791 SH   SOLE   3,422,791 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 BBG00LJYS1R6 1,096,974,077 45,840,956 SH   SOLE   43,121,338 0 2,719,618
ELI LILLY & CO COM 532457108 BBG001S5STL8 8,483,436,050 9,223,432 SH   SOLE   9,009,421 0 214,011
ENTEGRIS INC COM 29362U104 BBG001SF9YL6 368,465,859 3,142,833 SH   SOLE   3,126,033 0 16,800
EOG RES INC COM 26875P101 BBG001S5ZB93 231,263,136 1,599,662 SH   SOLE   1,599,662 0 0
EVERCORE INC CLASS A 29977A105 BBG001SC3S41 105,657,614 353,950 SH   SOLE   351,350 0 2,600
EXPAND ENERGY CORPORATION COM 165167735 BBG00Z6DX607 36,331,362 330,947 SH   SOLE   330,947 0 0
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 42,368,513 249,726 SH   SOLE   249,726 0 0
FAIR ISAAC CORP COM 303250104 BBG001S8ZT61 308,569,234 289,047 SH   SOLE   289,047 0 0
FEDEX CORP COM 31428X106 BBG001S5R3M5 2,957,366,459 8,303,010 SH   SOLE   8,125,557 0 177,454
FIDELITY NATL INFORMATION SV COM 31620M106 BBG001S8SWQ0 10,198,515 217,406 SH   SOLE   217,406 0 0
FIFTH THIRD BANCORP COM 316773100 BBG001S5R6S2 9,118,240 196,260 SH   SOLE   196,260 0 0
FLEXTRONICS INTL LTD ORD Y2573F102 BBG001SC5SP6 1,661,600,508 25,383,448 SH   SOLE   23,810,305 0 1,573,143
FLUTTER ENTMT PLC SHS G3643J108 BBG001S87K70 182,112,266 1,786,290 SH   SOLE   1,781,890 0 4,400
FLYWIRE CORPORATION COM VTG 302492103 BBG002030ND3 17,151,540 1,473,500 SH   SOLE   1,473,500 0 0
FMC CORP COM NEW 302491303 BBG001S5R880 12,057,306 700,192 SH   SOLE   700,192 0 0
FORMFACTOR INC COM 346375108 BBG001SFT2R8 173,480,582 1,788,644 SH   SOLE   1,788,644 0 0
FREEPORT MCMORAN INC CL B 35671D857 BBG001S5R3F3 19,131,127 325,470 SH   SOLE   325,470 0 0
FRONTIER GROUP HLDGS INC COM 35909R108 BBG00GCTTKY4 1,746,997 494,900 SH   SOLE   494,900 0 0
GALAXY DIGITAL INC. CL A 36317J209 BBG0120SWLT9 5,363,415 290,700 SH   SOLE   290,700 0 0
GARTNER INC COM 366651107 BBG001S5SD60 18,589,116 117,400 SH   SOLE   117,400 0 0
GENERAL DYNAMICS CORP COM 369550108 BBG001S5RHP1 133,516,013 389,010 SH   SOLE   388,450 0 560
GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104 BBG003FD9W80 27,860,616 667,800 SH   SOLE   667,800 0 0
GIBRALTAR INDS INC COM 374689107 BBG001S7GCL4 3,811,572 95,600 SH   SOLE   95,600 0 0
GITLAB INC CLASS A COM 37637K108 BBG00DHTYPJ6 157,951,441 7,299,050 SH   SOLE   6,827,550 0 471,500
GLAUKOS CORP COM 377322102 BBG001T91NX8 362,881,812 3,370,628 SH   SOLE   3,356,408 0 14,220
GLOBUS MED INC CL A 379577208 BBG002V87T57 2,526,642 29,325 SH   SOLE   29,325 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 BBG001SC07Z6 129,969,444 153,630 SH   SOLE   153,630 0 0
GRAIL INC COM 384747101 BBG01N6CGX05 95,286,189 1,843,772 SH   SOLE   1,819,724 0 24,049
GREIF INC CL B 397624206 BBG001S8S687 1,313,100 15,000 SH   SOLE   15,000 0 0
GRIFFON CORP COM 398433102 BBG001S7M3Z2 30,314,610 417,097 SH   SOLE   358,797 0 58,300
GROWGENERATION CORP COM 39986L109 BBG00DBKBYC4 415,030 377,300 SH   SOLE   377,300 0 0
GSK PLC SPONSORED ADR 37733W204 BBG001SD6SM6 1,391,038,453 25,204,538 SH   SOLE   24,412,850 0 791,688
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101 BBG00YDGX9Z1 6,808,424 131,310 SH   SOLE   131,310 0 0
HANOVER INS GROUP INC COM 410867105 BBG001S8KZF3 30,516,535 176,040 SH   SOLE   176,040 0 0
HEALTH CATALYST INC COM 42225T107 BBG00LDPZMT5 432,331 340,418 SH   SOLE   340,418 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 BBG0078W3NP4 410,224,398 17,229,080 SH   SOLE   16,526,250 0 702,830
HONEYWELL INTL INC COM 438516106 BBG001S5X1N1 110,347,846 488,200 SH   SOLE   488,200 0 0
HP INC COM 40434L105 BBG001S6W7N7 412,431,500 21,469,625 SH   SOLE   20,476,985 0 992,640
HUMANA INC COM 444859102 BBG001S5S1X6 17,451,704 100,650 SH   SOLE   100,650 0 0
HUNT J B TRANS SVCS INC COM 445658107 BBG001S5SFY4 109,702,749 517,710 SH   SOLE   517,710 0 0
IBOTTA INC CLASS A COM SHS 451051106 BBG006NHMVD6 1,256,792 41,935 SH   SOLE   41,935 0 0
IDEX CORP COM 45167R104 BBG001S67N14 626,071,710 3,302,937 SH   SOLE   3,235,527 0 67,410
ILLUMINA INC COM 452327109 BBG001SF4NY1 254,815,276 2,067,299 SH   SOLE   1,938,428 0 128,870
IMAX CORP COM 45245E109 BBG001S5Z701 20,350,630 535,402 SH   SOLE   535,402 0 0
IMMUNOCORE HLDGS PLC ADS 45258D105 BBG00YYCXG54 111,351,219 3,693,241 SH   SOLE   3,665,531 0 27,710
IMMUNOME INC COM 45257U108 BBG00BR94298 104,718,612 4,788,231 SH   SOLE   4,561,341 0 226,890
INDIE SEMICONDUCTOR INC CLASS A COM 45569U101 BBG00Z3XTNY7 100,033,505 31,066,306 SH   SOLE   28,692,628 0 2,373,678
INGEVITY CORP COM 45688C107 BBG009LM2988 4,914,870 69,000 SH   SOLE   69,000 0 0
INSULET CORP COM 45784P101 BBG001SRF439 21,135,085 100,720 SH   SOLE   100,720 0 0
INTEL CORP COM 458140100 BBG001S5SF65 3,343,375,647 75,761,968 SH   SOLE   72,922,568 0 2,839,400
INTUIT COM 461202103 BBG001S6TWR2 463,216,045 1,071,317 SH   SOLE   1,046,217 0 25,100
IQVIA HLDGS INC COM 46266C105 BBG00333FZ54 10,630,098 62,332 SH   SOLE   50,402 0 11,930
ITT INC COM 45073V108 BBG00CVQZQB3 1,714,770 9,000 SH   SOLE   9,000 0 0
IVANHOE ELECTRIC INC COM 46578C108 BBG012WFRMH9 38,291,883 3,239,584 SH   SOLE   2,972,184 0 267,400
JABIL INC COM 466313103 BBG001S7RB70 871,577,187 3,281,169 SH   SOLE   3,140,169 0 141,000
JACOBS SOLUTIONS INC COM 46982L108 BBG019C1BQS3 574,730,166 4,515,479 SH   SOLE   4,351,079 0 164,400
JETBLUE AIRWAYS CORP COM 477143101 BBG001S9YPC1 10,516,064 2,379,200 SH   SOLE   2,379,200 0 0
JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 1,001,181,502 3,403,527 SH   SOLE   3,291,527 0 112,000
KEYCORP COM 493267108 BBG001S5SKV6 34,073,572 1,699,430 SH   SOLE   1,699,430 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 BBG0059FN820 166,831,257 590,825 SH   SOLE   567,755 0 23,070
KIRBY CORP COM 497266106 BBG001S5SKT9 35,054,143 263,803 SH   SOLE   201,803 0 62,000
KLA CORP COM NEW 482480100 BBG001S5SLM4 3,589,215,820 2,437,647 SH   SOLE   2,404,227 0 33,420
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 BBG001T9BTS0 50,076,002 869,677 SH   SOLE   869,677 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 BBG001S5S0N9 49,356,450 143,000 SH   SOLE   143,000 0 0
LENZ THERAPEUTICS INC COM 52635N103 BBG00XDH4P05 4,320,630 472,200 SH   SOLE   472,200 0 0
LINDE PLC SHS G54950103 BBG01FND0CH6 440,492,675 888,520 SH   SOLE   888,520 0 0
LIVANOVA PLC SHS G5509L101 BBG009LGHG25 267,400,227 4,207,052 SH   SOLE   4,025,382 0 181,670
LIVE NATION ENTERTAINMENT IN COM 538034109 BBG001SNP2B2 111,057,782 728,200 SH   SOLE   716,680 0 11,520
LPL FINL HLDGS INC COM 50212V100 BBG001T5GK39 4,813,280 16,000 SH   SOLE   16,000 0 0
LUCKY STRIKE ENTERTAINMENT C CL A COM 10258P102 BBG00Z6BJ698 2,702,336 324,800 SH   SOLE   324,800 0 0
LYFT INC CL A COM 55087P104 BBG004M9ZHY4 56,174,279 4,223,630 SH   SOLE   4,024,550 0 199,080
MARKETAXESS HLDGS INC COM 57060D108 BBG001S8R6K4 552,208,683 3,347,125 SH   SOLE   3,231,965 0 115,160
MARQETA INC CLASS A COM 57142B104 BBG0112Z8873 667,488 163,600 SH   SOLE   163,600 0 0
MARRIOTT INTL INC NEW CL A 571903202 BBG001S78K44 84,763,461 259,160 SH   SOLE   254,460 0 4,700
MARSH & MCLENNAN COS INC COM 571748102 BBG001S5T7M4 124,450,375 717,500 SH   SOLE   709,900 0 7,600
MARVELL TECHNOLOGY INC COM 573874104 BBG00ZXBJ162 294,644,531 2,974,705 SH   SOLE   2,943,805 0 30,900
MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 290,887,562 582,171 SH   SOLE   582,171 0 0
MATTEL INC COM 577081102 BBG001S5SZF1 431,510,852 29,697,924 SH   SOLE   29,214,244 0 483,680
MAXLINEAR INC COM 57776J100 BBG001S6MZV7 3,032,990 174,410 SH   SOLE   174,410 0 0
MCDONALDS CORP COM 580135101 BBG001S5T110 10,545,105 33,930 SH   SOLE   33,930 0 0
MEDTRONIC PLC SHS G5960L103 BBG001S5T2S9 211,427 2,440 SH   SOLE   1,000 0 1,440
MERCK & CO INC COM 58933Y105 BBG001S5TC52 4,318,411 35,900 SH   SOLE   35,900 0 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 442,965,932 774,240 SH   SOLE   757,940 0 16,300
MICRON TECHNOLOGY INC COM 595112103 BBG001S6P675 7,389,981,079 21,874,204 SH   SOLE   21,430,504 0 443,700
MICROSOFT CORP COM 594918104 BBG001S5TD05 2,689,122,175 7,264,560 SH   SOLE   7,079,550 0 185,010
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104 BBG019X46ZY3 21,964,627 3,197,180 SH   SOLE   3,197,180 0 0
MONGODB INC CL A 60937P106 BBG0022FDRZ7 206,274,777 842,729 SH   SOLE   798,229 0 44,500
MOOG INC CL A 615394202 BBG001S5T922 126,818,470 433,360 SH   SOLE   433,360 0 0
MORGAN STANLEY COM NEW 617446448 BBG001S9V5Z3 71,158,093 432,388 SH   SOLE   418,092 0 14,296
MURPHY USA INC COM 626755102 BBG001Z0Q6V2 9,842,846 19,926 SH   SOLE   19,926 0 0
NEKTAR THERAPEUTICS COM NEW 640268306 BBG001S7RDK1 20,084,842 279,150 SH   SOLE   279,150 0 0
NETAPP INC COM 64110D104 BBG001S8LYX5 927,392,817 9,057,455 SH   SOLE   8,920,355 0 137,100
NETFLIX INC. COM 64110L106 BBG001SF6L46 424,193,610 4,411,790 SH   SOLE   4,381,790 0 30,000
NEUROCRINE BIOSCIENCES INC COM 64125C109 BBG001S8W4X9 65,387,830 496,340 SH   SOLE   480,020 0 16,320
NEW FORTRESS ENERGY INC COM CL A 644393100 BBG00MJH9M32 318,777 540,300 SH   SOLE   540,300 0 0
NEWELL BRANDS INC COM 651229106 BBG001S5TSW7 25,812,089 7,525,390 SH   SOLE   6,545,270 0 980,120
NEXTPOWER INC CLASS A COM 65290E101 BBG00835TQ17 815,020,105 6,760,847 SH   SOLE   6,488,741 0 272,106
NIKE INC CL B 654106103 BBG001S6NTK2 83,325,135 1,577,530 SH   SOLE   1,577,530 0 0
NLIGHT INC COM 65487K100 BBG0020BCPY4 12,928,658 226,739 SH   SOLE   226,739 0 0
NMI HLDGS INC COM 629209305 BBG005DLMPF1 10,065,058 268,330 SH   SOLE   268,330 0 0
NORFOLK SOUTHN CORP COM 655844108 BBG001S5TQJ6 296,588,670 1,033,410 SH   SOLE   1,033,410 0 0
NORTHERN TR CORP COM 665859104 BBG001S5TRG7 914,049,094 6,549,037 SH   SOLE   6,335,737 0 213,300
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 BBG001SCKPS2 29,931,314 1,600,604 SH   SOLE   1,577,604 0 23,000
NOVARTIS AG SPONSORED ADR 66987V109 BBG001SF5LW6 1,155,913,327 7,567,354 SH   SOLE   7,451,854 0 115,500
NUTANIX INC CL A 67059N108 BBG001V13SG8 107,443,361 2,826,713 SH   SOLE   2,693,513 0 133,200
NVENT ELEC PLC SHS G6700G107 BBG00GNT7B03 67,874,978 573,850 SH   SOLE   573,850 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 2,997,627,312 17,188,230 SH   SOLE   16,923,070 0 265,160
OKTA INC CL A 679295105 BBG001YV1SN3 134,706,498 1,711,428 SH   SOLE   1,547,728 0 163,700
OLLIES BARGAIN OUTLET HLDGS COM 681116109 BBG0098VVDS0 47,546,943 516,590 SH   SOLE   516,590 0 0
ONESTREAM INC CL A 68278B107 BBG01NL2JC12 468,000 19,500 SH   SOLE   19,500 0 0
ORACLE CORP COM 68389X105 BBG001S5SJG6 834,721,266 5,674,130 SH   SOLE   5,620,030 0 54,100
OSI SYSTEMS INC COM 671044105 BBG001SB1J54 64,959,677 244,660 SH   SOLE   244,660 0 0
OTIS WORLDWIDE CORP COM 68902V107 BBG00RP60LN7 161,294,601 2,092,560 SH   SOLE   2,062,511 0 30,050
PALO ALTO NETWORKS INC COM 697435105 BBG001T9NWN5 165,797,493 1,034,166 SH   SOLE   1,020,686 0 13,480
PALVELLA THERAPEUTICS INC NE COM 697947109 BBG0055C3N66 24,310,490 195,030 SH   SOLE   195,030 0 0
PARSONS CORP DEL COM 70202L102 BBG001SDWJQ3 55,275,068 1,020,400 SH   SOLE   842,100 0 178,300
PAYPAL HLDGS INC COM 70450Y103 BBG0077VNXW5 453,498,144 10,026,490 SH   SOLE   9,733,790 0 292,700
PENUMBRA INC COM 70975L107 BBG001TRHPB0 8,622,996 26,260 SH   SOLE   26,260 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 BBG009XW2WC7 231,949,977 2,707,798 SH   SOLE   2,597,438 0 110,360
PERIMETER SOLUTIONS INC COMMON STOCK 71385M107 BBG01QXPR8M8 39,921,841 1,634,800 SH   SOLE   1,634,800 0 0
PG&E CORP COM 69331C108 BBG001S5V206 13,470,919 766,700 SH   SOLE   766,700 0 0
PHILIP MORRIS INTL INC COM 718172109 BBG001STP9N1 142,919,896 864,400 SH   SOLE   864,400 0 0
PINTEREST INC CL A 72352L106 BBG002583CW7 45,435,516 2,477,400 SH   SOLE   2,477,400 0 0
PROGRESSIVE CORP COM 743315103 BBG001S5V509 199,308,513 1,005,390 SH   SOLE   1,005,390 0 0
PULMONX CORP COM 745848101 BBG001T4HJ52 6,095,238 4,724,991 SH   SOLE   4,381,891 0 343,100
QNITY ELECTRONICS INC COMMON STOCK 74743L100 BBG01TRL7564 111,977,906 970,514 SH   SOLE   933,334 0 37,180
QUALCOMM INC COM 747525103 BBG001S6VS70 90,865,493 705,587 SH   SOLE   683,767 0 21,820
RAMBUS INC DEL COM 750917106 BBG001S7RF80 4,086,425 47,500 SH   SOLE   6,200 0 41,300
RAYMOND JAMES FINL INC COM 754730109 BBG001S5VQ03 1,353,377,035 9,347,172 SH   SOLE   9,149,182 0 197,990
REPLIGEN CORP COM 759916109 BBG001S5VNT9 27,695,712 235,068 SH   SOLE   235,068 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 BBG0076WG2T4 2,778,640 37,600 SH   SOLE   37,600 0 0
REVVITY INC COM 714046109 BBG001SBKS35 75,960,498 867,030 SH   SOLE   823,070 0 43,960
RHYTHM PHARMACEUTICALS INC COM 76243J105 BBG007DLZ629 297,220,757 3,417,509 SH   SOLE   3,417,509 0 0
RINGCENTRAL INC CL A 76680R206 BBG001SHXFM5 10,030,143 269,700 SH   SOLE   269,700 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103 BBG00741Y1P0 3,173,443 210,860 SH   SOLE   210,860 0 0
ROCKWELL AUTOMATION INC COM 773903109 BBG001S5VRF5 91,381,614 254,630 SH   SOLE   250,350 0 4,280
ROSS STORES INC COM 778296103 BBG001S5VRS1 1,986,503,598 9,170,030 SH   SOLE   8,998,410 0 171,620
ROYAL CARIBBEAN GROUP COM V7780T103 BBG001S5RMJ7 645,825,721 2,346,921 SH   SOLE   2,301,621 0 45,300
RTX CORPORATION COM 75513E101 BBG001S5X5Q9 72,523,070 375,962 SH   SOLE   375,962 0 0
RXO INC COMMON STOCK 74982T103 BBG0160DYDC7 8,816,971 603,076 SH   SOLE   603,076 0 0
RYANAIR HOLDINGS PLC SPONSORED ADR 783513203 BBG001SB07J6 52,769,782 912,972 SH   SOLE   912,972 0 0
SAIA INC COM 78709Y105 BBG001SL4QM4 19,116,658 54,420 SH   SOLE   54,420 0 0
SALESFORCE INC COM 79466L302 BBG001SDLP09 48,431,532 259,450 SH   SOLE   259,450 0 0
SANDISK CORP COM 80004C200 BBG01R388JK6 254,136 400 SH   SOLE   400 0 0
SANOFI SA SPONSORED ADR 80105N105 BBG001S5W768 4,681,554 97,168 SH   SOLE   90,540 0 6,628
SAP SE SPON ADR 803054204 BBG001S6RD41 2,225,730 13,000 SH   SOLE   13,000 0 0
SAVERS VALUE VLG INC COM 80517M109 BBG01F5T0LT8 5,147,178 691,825 SH   SOLE   691,825 0 0
SCHWAB CHARLES CORP COM 808513105 BBG001S5VXD4 2,203,071,172 23,441,915 SH   SOLE   22,823,281 0 618,634
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 BBG0113JGQG9 90,234,864 230,332 SH   SOLE   218,932 0 11,400
SEPTERNA INC COM 81734D104 BBG014WY1VC7 25,203,482 1,048,834 SH   SOLE   939,184 0 109,650
SHARKNINJA INC COM SHS G8068L108 BBG01HN2K366 15,175,470 143,300 SH   SOLE   143,300 0 0
SLB LIMITED COM STK 806857108 BBG001S5W4C8 16,921,699 329,280 SH   SOLE   329,280 0 0
SNAP INC CL A 83304A106 BBG00441QMK5 85,330 18,550 SH   SOLE   18,550 0 0
SONY GROUP CORP SPONSORED ADR 835699307 BBG001S5W6H8 1,211,588,183 58,530,830 SH   SOLE   56,744,930 0 1,785,900
SOUTHWEST AIRLS CO COM 844741108 BBG001S5SXC9 1,768,400,930 47,069,495 SH   SOLE   45,555,848 0 1,513,647
SPOTIFY TECHNOLOGY S A SHS L8681T102 BBG003T4VFD1 161,259,730 332,556 SH   SOLE   332,556 0 0
STANDARD BIOTOOLS INC COM 34385P108 BBG001T0FDP3 140,997 153,374 SH   SOLE   153,374 0 0
STRYKER CORPORATION COM 863667101 BBG001S8FR03 173,059,153 526,672 SH   SOLE   526,672 0 0
SYNAPTICS INC COM 87157D109 BBG001SCDXM9 31,405,936 448,400 SH   SOLE   411,000 0 37,400
SYNOPSYS INC COM 871607107 BBG001S5VTR8 326,065,152 822,400 SH   SOLE   820,200 0 2,200
SYSCO CORP COM 871829107 BBG001S5WJS8 264,052,106 3,701,838 SH   SOLE   3,528,248 0 173,590
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 BBG001S9TN41 18,550,978 93,929 SH   SOLE   93,929 0 0
TAPESTRY INC COM 876030107 BBG001SFH7D5 3,090,309 21,900 SH   SOLE   21,900 0 0
TAYLOR MORRISON HOME CORP COM 87724P106 BBG003PGJJF2 3,328,358 57,149 SH   SOLE   57,149 0 0
TECHNIPFMC PLC COM G87110105 BBG00DL8NMT5 95,424,978 1,380,370 SH   SOLE   1,380,370 0 0
TELEFONAKTIEBOLAGET LM ERICS ADR B SEK 10 294821608 BBG001S5QXT3 422,670,226 37,504,013 SH   SOLE   35,762,013 0 1,742,000
TERADYNE INC COM 880770102 BBG001S5WMZ3 163,233,841 550,610 SH   SOLE   495,830 0 54,780
TESLA INC COM 88160R101 BBG001SQKGD7 2,277,162,063 6,125,520 SH   SOLE   6,083,219 0 42,300
TEXAS INSTRS INC COM 882508104 BBG001S5WYZ7 1,874,376,272 9,654,766 SH   SOLE   9,443,005 0 211,761
TEXTRON INC COM 883203101 BBG001S5WZ39 109,332,670 1,248,660 SH   SOLE   1,215,630 0 33,030
THE TRADE DESK INC COM CL A 88339J105 BBG00629NGW8 27,967,808 1,232,605 SH   SOLE   1,203,805 0 28,800
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 974,473,464 1,982,531 SH   SOLE   1,954,600 0 27,930
TJX COS INC NEW COM 872540109 BBG001S5WQ93 1,531,350,524 9,588,920 SH   SOLE   9,455,160 0 133,760
T-MOBILE US INC COM 872590104 BBG001SKR9Y6 91,875,313 437,439 SH   SOLE   437,439 0 0
TOAST INC CL A 888787108 BBG00BTJVKB1 12,632,015 476,500 SH   SOLE   476,500 0 0
TRADEWEB MKTS INC CL A 892672106 BBG00NK8H9M7 38,602,129 328,082 SH   SOLE   328,082 0 0
TRANSDIGM GROUP INC COM 893641100 BBG001SPV1C1 475,425,095 410,217 SH   SOLE   410,217 0 0
TRANSOCEAN LTD REGISTERED SHS H8817H100 BBG001S7B678 17,060,913 2,573,290 SH   SOLE   2,573,290 0 0
TRIMBLE INC COM 896239100 BBG001S5SZP0 255,562,073 3,917,861 SH   SOLE   3,755,671 0 162,190
TRONOX HOLDINGS PLC SHS G9087Q102 BBG00MRH2W29 53,523,987 5,478,402 SH   SOLE   5,478,402 0 0
TYSON FOODS INC CL A 902494103 BBG001S871D5 26,589,050 415,000 SH   SOLE   415,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 BBG002B04MW4 36,993,599 514,300 SH   SOLE   467,700 0 46,600
ULTA BEAUTY INC COM 90384S303 BBG00FWQ4W44 32,015,988 61,250 SH   SOLE   61,250 0 0
UNION PAC CORP COM 907818108 BBG001S5X2M0 199,734,489 823,240 SH   SOLE   823,240 0 0
UNITED AIRLS HLDGS INC COM 910047109 BBG001SQ87W0 1,450,158,662 15,750,610 SH   SOLE   15,384,949 0 365,660
UNITED PARCEL SVCS INC CL B 911312106 BBG001SDGSH1 211,136,368 2,146,131 SH   SOLE   2,100,615 0 45,516
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 50,470,717 186,521 SH   SOLE   186,521 0 0
UNITY SOFTWARE INC COM 91332U101 BBG0056JW5H5 3,626,901 165,310 SH   SOLE   165,310 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 BBG001S5V9H3 200,499,651 2,187,428 SH   SOLE   2,168,428 0 19,000
US FOODS HLDG CORP COM 912008109 BBG00C6H6D59 363,889,245 3,946,310 SH   SOLE   3,912,710 0 33,600
VALERO ENERGY CORP COM 91913Y100 BBG001S5X8K9 6,424,080 26,000 SH   SOLE   26,000 0 0
VALVOLINE INC COM 92047W101 BBG003DNHV65 2,931,170 87,030 SH   SOLE   87,030 0 0
VIKING HOLDINGS LTD ORD SHS G93A5A101 BBG004YZ9G74 57,628,380 784,273 SH   SOLE   784,273 0 0
VIPER ENERGY INC CL A 64361Q101 BBG01VXTFCQ9 54,755,191 1,165,252 SH   SOLE   1,141,152 0 24,100
VISA INC COM CL A 92826C839 BBG001SRCFY3 1,227,155,151 4,060,201 SH   SOLE   3,948,801 0 111,400
VSE CORP COM 918284100 BBG001S5X9Z1 13,591,202 73,705 SH   SOLE   64,535 0 9,170
WALMART INC COM 931142103 BBG001S5XH92 18,325,086 147,450 SH   SOLE   147,450 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203 BBG00RP2T9V3 441,842 17,300 SH   SOLE   17,300 0 0
WASTE MGMT INC DEL COM 94106L109 BBG001S5XH47 63,789,704 277,600 SH   SOLE   277,600 0 0
WATERS CORP COM 941848103 BBG001S8MDG9 11,568,637 38,847 SH   SOLE   38,847 0 0
WAVE LIFE SCIENCES LTD SHS Y95308105 BBG00B642V63 35,038,906 4,832,952 SH   SOLE   4,410,952 0 422,000
WELLS FARGO & CO COM 949746101 BBG001S5XF23 614,836,150 7,723,102 SH   SOLE   7,549,251 0 173,850
WELLTOWER INC COM 95040Q104 BBG001S5RTQ4 75,981,733 384,309 SH   SOLE   384,309 0 0
WESTERN DIGITAL CORP COM 958102105 BBG001S5XD28 156,129,533 577,210 SH   SOLE   577,210 0 0
WEX INC COM 96208T104 BBG001SCJLG6 17,868,950 116,760 SH   SOLE   116,760 0 0
WHIRLPOOL CORP COM 963320106 BBG001S5XFS5 202,004,161 3,746,368 SH   SOLE   3,630,288 0 116,080
WILLSCOT HLDGS CORP COM CL A 971378104 BBG00B0FS9V7 74,255,664 4,277,400 SH   SOLE   4,277,400 0 0
XCEL ENERGY INC COM 98389B100 BBG001S7F0X8 5,322,480 67,000 SH   SOLE   67,000 0 0
XENCOR INC COM 98401F105 BBG0026ZG4X9 124,676,546 10,338,022 SH   SOLE   10,338,022 0 0
XOMETRY INC CLASS A COM 98423F109 BBG00BDCCVB0 265,276,099 6,495,497 SH   SOLE   5,937,532 0 557,965
XPENG INC ADS 98422D105 BBG00WKJG3N6 217,861,409 12,732,987 SH   SOLE   11,724,267 0 1,008,720
XPO INC COM 983793100 BBG001SJW3C0 110,569,380 568,334 SH   SOLE   568,334 0 0
ZENTALIS PHARMACEUTICALS INC COM 98943L107 BBG00R2K8TG4 2,240,363 957,420 SH   SOLE   938,320 0 19,100
ZIMMER BIOMET HOLDINGS INC COM 98956P102 BBG001S7DQJ9 353,284,503 3,907,150 SH   SOLE   3,754,500 0 152,650
ZOOM COMMUNICATIONS INC CL A 98980L101 BBG0042V6JN7 100,230,253 1,246,800 SH   SOLE   1,199,900 0 46,900
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104 BBG00S1HJ4F4 19,285,285 3,224,964 SH   SOLE   3,224,964 0 0