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
AT&T INC COM 00206R102   592,700,724 26,940,942 SH   SOLE   26,940,942 0 0
ABBVIE INC COM 00287Y109   160,427,815 812,375 SH   SOLE   812,375 0 0
ACADIA HEALTHCARE COMPANY IN COM 00404A109   302,402 4,769 SH   SOLE   4,769 0 0
ACUSHNET HLDGS CORP COM 005098108   8,129,145 127,516 SH   SOLE   127,516 0 0
ADVANCED MICRO DEVICES INC COM 007903107   30,108,024 183,496 SH   SOLE   181,631 0 1,865
AGILYSYS INC COM 00847J105   23,005,202 211,115 SH   SOLE   211,115 0 0
AIRBNB INC COM CL A 009066101   882,090 6,956 SH   SOLE   6,956 0 0
AIR LEASE CORP CL A 00912X302   7,513,520 165,898 SH   SOLE   165,898 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   52,938,280 498,853 SH   SOLE   498,853 0 0
ALPHABET INC CAP STK CL A 02079K305   89,852,057 541,767 SH   SOLE   541,767 0 0
ALTRIA GROUP INC COM 02209S103   9,590,416 187,900 SH   SOLE   187,900 0 0
AMAZON COM INC COM 023135106   2,249,562 12,073 SH   SOLE   12,073 0 0
MIDCAP FINANCIAL INVSTMNT CO COM NEW 03761U502   39,336,914 2,937,783 SH   SOLE   2,937,783 0 0
APPLE INC COM 037833100   1,917,590 8,230 SH   SOLE   8,230 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105   22,014,675 98,663 SH   SOLE   98,663 0 0
ARCOSA INC COM 039653100   15,700,121 165,683 SH   SOLE   165,683 0 0
ASSURANT INC COM 04621X108   12,776,954 64,251 SH   SOLE   64,251 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108   37,866,286 486,026 SH   SOLE   476,703 0 9,323
AVANTOR INC COM 05352A100   19,789,075 764,943 SH   SOLE   764,943 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101   12,416,292 150,537 SH   SOLE   150,537 0 0
BELLRING BRANDS INC COMMON STOCK 07831C103   8,631,166 142,147 SH   SOLE   142,147 0 0
BENTLEY SYS INC COM CL B 08265T208   7,305,360 143,778 SH   SOLE   143,778 0 0
BHP GROUP LTD SPONSORED ADS 088606108   303,407 4,885 SH   SOLE   4,885 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101   6,811,593 96,907 SH   SOLE   96,907 0 0
BLUE OWL CAPITAL INC COM CL A 09581B103   17,172,804 887,025 SH   SOLE   877,383 0 9,642
BOOKING HOLDINGS INC COM 09857L108   47,272,623 11,223 SH   SOLE   11,223 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   3,579,891 69,190 SH   SOLE   69,190 0 0
BROADCOM INC COM 11135F101   621,984,630 3,605,708 SH   SOLE   3,605,708 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   44,506,379 229,580 SH   SOLE   229,580 0 0
CCC INTELLIGENT SOLUTIONS HL COM 12510Q100   19,673,376 1,780,396 SH   SOLE   1,780,396 0 0
CME GROUP INC COM 12572Q105   278,814,885 1,263,607 SH   SOLE   1,263,607 0 0
CACI INTL INC CL A 127190304   41,339,105 81,931 SH   SOLE   81,931 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108   119,254,155 1,394,152 SH   SOLE   1,392,587 0 1,565
CAPITAL ONE FINL CORP COM 14040H105   29,463,720 196,779 SH   SOLE   196,779 0 0
CASELLA WASTE SYS INC CL A 147448104   30,465,529 306,217 SH   SOLE   306,217 0 0
CELSIUS HLDGS INC COM NEW 15118V207   3,070,552 97,913 SH   SOLE   97,913 0 0
CHIMERA INVT CORP COM SHS 16934Q802   78,400,529 4,952,655 SH   SOLE   4,952,655 0 0
CHURCHILL DOWNS INC COM 171484108   6,698,844 49,544 SH   SOLE   49,544 0 0
CISCO SYS INC COM 17275R102   111,986,056 2,104,210 SH   SOLE   2,104,210 0 0
CITIGROUP INC COM NEW 172967424   465,987,201 7,443,885 SH   SOLE   7,443,885 0 0
CLEAN HARBORS INC COM 184496107   18,362,467 75,969 SH   SOLE   75,969 0 0
CLEARWATER ANALYTICS HLDGS I CL A 185123106   7,165,117 283,767 SH   SOLE   283,767 0 0
COHERENT CORP COM 19247G107   16,979,765 190,977 SH   SOLE   190,977 0 0
COMCAST HOLDINGS CORP ZONES CV2% PCS 200300507   9,126,439 157,910 PRN   SOLE   157,910 0 0
COSTCO WHSL CORP NEW COM 22160K105   11,315,541 12,764 SH   SOLE   12,764 0 0
COUPANG INC CL A 22266T109   801,950 32,666 SH   SOLE   32,666 0 0
CYTOKINETICS INC COM NEW 23282W605   14,967,850 283,482 SH   SOLE   283,482 0 0
DECKERS OUTDOOR CORP COM 243537107   10,611,716 66,552 SH   SOLE   66,552 0 0
DIAGEO PLC SPON ADR NEW 25243Q205   4,590,942 32,713 SH   SOLE   32,398 0 315
DIAMONDBACK ENERGY INC COM 25278X109   431,172 2,501 SH   SOLE   2,501 0 0
DIGITALBRIDGE GROUP INC CL A NEW 25401T603   9,128,517 646,038 SH   SOLE   646,038 0 0
DISNEY WALT CO COM 254687106   3,592,504 37,348 SH   SOLE   37,348 0 0
DR REDDYS LABS LTD ADR 256135203   1,667,497 20,988 SH   SOLE   20,988 0 0
E L F BEAUTY INC COM 26856L103   2,898,017 26,580 SH   SOLE   26,580 0 0
ASPEN TECHNOLOGY INC COM 29109X106   10,119,520 42,373 SH   SOLE   42,373 0 0
ENBRIDGE INC COM 29250N105   145,743,747 3,587,620 SH   SOLE   3,587,620 0 0
ENTEGRIS INC COM 29362U104   9,359,683 83,175 SH   SOLE   83,175 0 0
EQUITABLE HLDGS INC COM 29452E101   221,413,746 5,267,993 SH   SOLE   5,267,993 0 0
META PLATFORMS INC CL A 30303M102   125,139,964 218,608 SH   SOLE   218,608 0 0
FREEPORT-MCMORAN INC CL B 35671D857   97,573,233 1,954,592 SH   SOLE   1,953,355 0 1,237
FRESHPET INC COM 358039105   8,423,528 61,589 SH   SOLE   61,589 0 0
GLAUKOS CORP COM 377322102   5,017,213 38,511 SH   SOLE   38,511 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109   12,708,118 33,177 SH   SOLE   33,177 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   19,511,275 311,881 SH   SOLE   311,052 0 829
HOME DEPOT INC COM 437076102   206,767,887 510,286 SH   SOLE   510,286 0 0
HYATT HOTELS CORP COM CL A 448579102   4,200,872 27,601 SH   SOLE   27,601 0 0
ITT INC COM 45073V108   13,786,766 92,213 SH   SOLE   92,213 0 0
ICICI BANK LIMITED ADR 45104G104   6,806,576 228,026 SH   SOLE   228,026 0 0
INFOSYS LTD SPONSORED ADR 456788108   1,831,173 82,226 SH   SOLE   82,226 0 0
ING GROEP N.V. SPONSORED ADR 456837103   6,970,534 383,840 SH   SOLE   380,116 0 3,724
INSMED INC COM PAR $.01 457669307   5,538,437 75,869 SH   SOLE   75,869 0 0
INSPIRE MED SYS INC COM 457730109   5,327,113 25,241 SH   SOLE   25,241 0 0
INVESCO DB MULTI-SECTOR COMM BASE METALS FD 46140H700   715,426 34,412 SH   SOLE   34,412 0 0
ISHARES TR MSCI EMG MKT ETF 464287234   360,827 7,868 SH   SOLE   7,868 0 0
ISHARES TR MSCI EAFE ETF 464287465   5,878,520 70,292 SH   SOLE   69,393 0 899
ISHARES TR MSCI ACWI EX US 464288240   9,602,088 167,810 SH   SOLE   166,068 0 1,742
ITAU UNIBANCO HLDG S A SPON ADR REP PFD 465562106   1,184,259 178,084 SH   SOLE   178,084 0 0
JPMORGAN CHASE & CO. COM 46625H100   211,430,798 1,002,707 SH   SOLE   1,002,707 0 0
JACOBS SOLUTIONS INC COM 46982L108   811,056 6,196 SH   SOLE   6,196 0 0
KB FINL GROUP INC SPONSORED ADR 48241A105   2,393,801 38,766 SH   SOLE   38,766 0 0
KANZHUN LIMITED SPONSORED ADS 48553T106   45,970,565 2,648,074 SH   SOLE   2,644,464 0 3,610
KEMPER CORP COM 488401100   11,481,068 187,446 SH   SOLE   187,446 0 0
KITE RLTY GROUP TR COM NEW 49803T300   11,335,755 426,798 SH   SOLE   426,798 0 0
LPL FINL HLDGS INC COM 50212V100   11,781,779 50,646 SH   SOLE   50,646 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109   30,801,786 129,490 SH   SOLE   129,490 0 0
LIBERTY ENERGY INC COM CL A 53115L104   7,031,152 368,316 SH   SOLE   368,316 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   5,980,771 77,241 SH   SOLE   77,241 0 0
MYR GROUP INC DEL COM 55405W104   13,085,645 128,002 SH   SOLE   128,002 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100   10,127,998 91,030 SH   SOLE   91,030 0 0
MASTERCARD INCORPORATED CL A 57636Q104   57,940,023 117,335 SH   SOLE   116,074 0 1,261
MATADOR RES CO COM 576485205   8,326,183 168,478 SH   SOLE   168,478 0 0
MERCADOLIBRE INC COM 58733R102   72,902,035 35,528 SH   SOLE   35,198 0 330
MERCK & CO INC COM 58933Y105   213,082,167 1,876,384 SH   SOLE   1,876,384 0 0
MICROSOFT CORP COM 594918104   6,148,126 14,288 SH   SOLE   14,288 0 0
MICRON TECHNOLOGY INC COM 595112103   23,192,875 223,632 SH   SOLE   220,739 0 2,893
MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104   11,365,502 1,116,454 SH   SOLE   1,105,293 0 11,161
MONOLITHIC PWR SYS INC COM 609839105   4,432,053 4,794 SH   SOLE   4,794 0 0
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581206   71,232,189 939,243 SH   SOLE   938,610 0 633
NOVARTIS AG SPONSORED ADR 66987V109   897,156 7,800 SH   SOLE   7,800 0 0
NOVO-NORDISK A S ADR 670100205   90,396,872 759,191 SH   SOLE   751,281 0 7,910
NUTANIX INC CL A 67059N108   10,839,077 182,938 SH   SOLE   182,938 0 0
NVIDIA CORPORATION COM 67066G104   45,804,496 377,178 SH   SOLE   376,440 0 738
ONTO INNOVATION INC COM 683344105   6,058,469 29,189 SH   SOLE   29,189 0 0
OPEN TEXT CORP COM 683715106   5,121,907 153,862 SH   SOLE   153,862 0 0
ORANGE SPONSORED ADR 684060106   10,203,605 895,576 SH   SOLE   887,829 0 7,747
PJT PARTNERS INC COM CL A 69343T107   8,849,509 66,368 SH   SOLE   66,368 0 0
POSCO HOLDINGS INC SPONSORED ADR 693483109   2,010,323 28,723 SH   SOLE   28,723 0 0
PNM RES INC COM 69349H107   14,469,618 330,583 SH   SOLE   330,583 0 0
PETIQ INC COM CL A 71639T106   640,139 20,804 SH   SOLE   20,804 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408   111,644,861 7,747,735 SH   SOLE   7,747,735 0 0
PFIZER INC COM 717081103   255,892,516 8,842,174 SH   SOLE   8,842,174 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   11,339,543 84,115 SH   SOLE   84,115 0 0
PINNACLE FINL PARTNERS INC COM 72346Q104   15,325,153 156,427 SH   SOLE   156,427 0 0
POOL CORP COM 73278L105   13,857,197 36,776 SH   SOLE   36,776 0 0
PURE STORAGE INC CL A 74624M102   14,474,295 288,103 SH   SOLE   288,103 0 0
QUALCOMM INC COM 747525103   934,595 5,496 SH   SOLE   5,496 0 0
QUANTA SVCS INC COM 74762E102   556,944 1,868 SH   SOLE   1,868 0 0
RAMBUS INC DEL COM 750917106   2,915,207 69,048 SH   SOLE   69,048 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100   120,407,320 5,161,051 SH   SOLE   5,161,051 0 0
REPLIGEN CORP COM 759916109   5,336,239 35,857 SH   SOLE   35,857 0 0
REPAY HLDGS CORP COM CL A 76029L100   10,791,086 1,322,437 SH   SOLE   1,322,437 0 0
SHELL PLC SPON ADS 780259305   6,853,590 103,921 SH   SOLE   103,025 0 896
RYAN SPECIALTY HOLDINGS INC CL A 78351F107   7,736,095 116,525 SH   SOLE   116,525 0 0
SPDR GOLD TR GOLD SHS 78463V107   1,292,593 5,318 SH   SOLE   5,318 0 0
SAIA INC COM 78709Y105   5,618,791 12,850 SH   SOLE   12,850 0 0
SAP SE SPON ADR 803054204   9,084,731 39,654 SH   SOLE   39,256 0 398
SAREPTA THERAPEUTICS INC COM 803607100   4,928,035 39,459 SH   SOLE   39,459 0 0
SCHWAB CHARLES CORP COM 808513105   64,409,215 993,816 SH   SOLE   993,816 0 0
SCOTTS MIRACLE-GRO CO CL A 810186106   7,653,443 88,275 SH   SOLE   88,275 0 0
SEA LTD SPONSORD ADS 81141R100   36,581,394 388,008 SH   SOLE   384,392 0 3,616
SENDAS DISTRIBUIDORA S A SPON ADS 81689T104   589,602 85,698 SH   SOLE   85,698 0 0
SENSIENT TECHNOLOGIES CORP COM 81725T100   12,047,600 150,182 SH   SOLE   150,182 0 0
SERVICENOW INC COM 81762P102   5,769,710 6,451 SH   SOLE   6,451 0 0
SHIFT4 PMTS INC CL A 82452J109   7,139,654 80,583 SH   SOLE   80,583 0 0
SHOPIFY INC CL A 82509L107   39,428,239 491,992 SH   SOLE   487,318 0 4,674
SMITH DOUGLAS HOMES CORP COM SHS CL A 83207R107   9,781,847 258,916 SH   SOLE   258,916 0 0
SLR INVESTMENT CORP COM 83413U100   65,295,915 4,338,599 SH   SOLE   4,338,599 0 0
SONY GROUP CORP SPONSORED ADR 835699307   29,849,208 309,094 SH   SOLE   307,651 0 1,443
SUNOPTA INC COM 8676EP108   13,417,019 2,102,981 SH   SOLE   2,102,981 0 0
SURGERY PARTNERS INC COM 86881A100   2,934,839 91,031 SH   SOLE   91,031 0 0
SYNDAX PHARMACEUTICALS INC COM 87164F105   2,248,631 116,812 SH   SOLE   116,812 0 0
TJX COS INC NEW COM 872540109   49,563,209 421,671 SH   SOLE   421,671 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   162,540,532 935,916 SH   SOLE   929,805 0 6,111
TC ENERGY CORP COM 87807B107   183,520,236 3,860,519 SH   SOLE   3,860,519 0 0
TECK RESOURCES LTD CL B 878742204   24,636,296 471,633 SH   SOLE   466,550 0 5,083
TENET HEALTHCARE CORP COM NEW 88033G407   8,671,984 52,178 SH   SOLE   52,178 0 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109   6,268,097 520,174 SH   SOLE   520,174 0 0
TETRA TECH INC NEW COM 88162G103   9,668,790 205,021 SH   SOLE   205,021 0 0
TOTALENERGIES SE SPONSORED ADS 89151E109   14,017,047 216,915 SH   SOLE   214,717 0 2,198
TRADEWEB MKTS INC CL A 892672106   4,392,635 35,519 SH   SOLE   35,519 0 0
TRANSUNION COM 89400J107   25,660,400 245,085 SH   SOLE   245,085 0 0
TRIP COM GROUP LTD ADS 89677Q107   9,469,517 159,339 SH   SOLE   159,339 0 0
UL SOLUTIONS INC CLASS A COM SHS 903731107   2,465,000 50,000 SH   SOLE   50,000 0 0
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775   341,082 5,414 SH   SOLE   5,414 0 0
VERA THERAPEUTICS INC CL A 92337R101   1,364,896 30,880 SH   SOLE   30,880 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   27,130,028 272,691 SH   SOLE   272,691 0 0
VESTA REAL ESTATE CORP ADS 92540K109   7,391,582 274,372 SH   SOLE   274,372 0 0
VISA INC COM CL A 92826C839   12,209,980 44,408 SH   SOLE   44,011 0 397
VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS 92837L109   6,747,302 152,723 SH   SOLE   152,723 0 0
VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308   1,524,483 152,144 SH   SOLE   151,055 0 1,089
WALKER & DUNLOP INC COM 93148P102   15,657,586 137,843 SH   SOLE   137,843 0 0
ELME COMMUNITIES SH BEN INT 939653101   43,195,200 2,455,668 SH   SOLE   2,455,668 0 0
WASTE CONNECTIONS INC COM 94106B101   12,523,480 70,034 SH   SOLE   70,034 0 0
WESTERN ALLIANCE BANCORP COM 957638109   15,524,696 179,497 SH   SOLE   179,497 0 0
WOODWARD INC COM 980745103   2,785,151 16,239 SH   SOLE   16,239 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105   11,767,025 150,589 SH   SOLE   150,589 0 0
XPO INC COM 983793100   11,063,747 102,909 SH   SOLE   102,909 0 0
ZOETIS INC CL A 98978V103   1,196,898 6,126 SH   SOLE   6,126 0 0
BBB FOODS INC CL A COM G0896C103   4,791,540 159,718 SH   SOLE   155,781 0 3,937
CREDICORP LTD COM G2519Y108   8,177,491 45,187 SH   SOLE   45,187 0 0
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105   5,934,082 192,665 SH   SOLE   192,665 0 0
FLUTTER ENTERTAINMENT ORD SHS G3643J108   26,787,000 112,894 SH   SOLE   111,585 0 1,309
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109   1,249,493 328,814 SH   SOLE   328,814 0 0
ICON PLC SHS G4705A100   41,064,644 142,928 SH   SOLE   141,328 0 1,600
LINDE PLC SHS G54950103   125,766,153 264,161 SH   SOLE   263,839 0 322
MEDTRONIC PLC SHS G5960L103   165,459,835 1,837,830 SH   SOLE   1,837,830 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   28,743,078 2,105,720 SH   SOLE   2,089,804 0 15,916
SHARKNINJA INC COM SHS G8068L108   24,505,300 225,419 SH   SOLE   225,419 0 0
TECHNIPFMC PLC COM G87110105   21,396,860 815,740 SH   SOLE   815,740 0 0
ALCON AG ORD SHS H01301128   93,748,203 938,097 SH   SOLE   933,362 0 4,735
ON HLDG AG NAMEN AKT A H5919C104   7,695,969 153,459 SH   SOLE   153,459 0 0
GLOBANT S A COM L44385109   32,045,579 161,732 SH   SOLE   160,468 0 1,264
CYBERARK SOFTWARE LTD SHS M2682V108   7,985,157 27,383 SH   SOLE   27,383 0 0
JFROG LTD ORD SHS M6191J100   3,690,810 127,094 SH   SOLE   127,094 0 0
MONDAY COM LTD SHS M7S64H106   6,975,916 25,114 SH   SOLE   25,114 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   33,914,108 40,701 SH   SOLE   39,747 0 954
FERRARI N V COM N3167Y103   39,038,405 83,041 SH   SOLE   82,098 0 943
FERROVIAL SE ORD SHS N3168P101   68,510,893 1,593,871 SH   SOLE   1,591,909 0 1,962
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100   189,694,420 1,978,044 SH   SOLE   1,978,044 0 0
STELLANTIS N.V SHS N82405106   19,080,008 1,375,943 SH   SOLE   1,375,943 0 0
STEVANATO GROUP S P A ORD SHS T9224W109   15,152,540 757,627 SH   SOLE   756,747 0 880
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109   1,409,866 15,168 SH   SOLE   15,168 0 0