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
10X GENOMICS INC CL A COM 88025U109 BBG007WX14Y9 3,633,260 186,800 SH   SOLE   186,800 0 0
908 DEVICES INC COM 65443P102 BBG008N1BYS7 127,874 24,830 SH   SOLE   24,830 0 0
ABBOTT LABS COM 002824100 BBG001S5N9M6 96,732,521 930,926 SH   SOLE   883,626 0 47,300
ACCURAY INC COM 004397105 BBG001SFHKJ0 317,954 174,700 SH   SOLE   174,700 0 0
ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109 BBG001V0GG18 529,208 146,190 SH   SOLE   146,190 0 0
ADOBE INC COM 00724F101 BBG001S5NCQ5 3,186,416,889 5,735,711 SH   SOLE   5,619,127 0 116,584
AECOM COM 00766T100 BBG001SKTTF1 1,147,751,412 13,021,913 SH   SOLE   12,580,913 0 441,000
AGILENT TECHNOLOGIES INC COM 00846U101 BBG001SCTQY4 253,630,299 1,956,571 SH   SOLE   1,834,801 0 121,770
ALASKA AIR GROUP INC COM 011659109 BBG001S5NLG6 156,046,899 3,862,547 SH   SOLE   3,862,547 0 0
ALBEMARLE CORP COM 012653101 BBG001S7SBP9 364,222,918 3,813,054 SH   SOLE   3,685,454 0 127,600
ALCON AG ORD SHS H01301128 BBG00NPWGYR0 70,502,188 791,448 SH   SOLE   771,248 0 20,200
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 BBG006G2JWB1 1,574,711,064 21,870,987 SH   SOLE   21,205,137 0 665,850
ALKERMES PLC SHS G01767105 BBG001S6RXM7 81,597,660 3,385,795 SH   SOLE   3,283,435 0 102,360
ALLEGIANT TRAVEL CO COM 01748X102 BBG001SQ25S5 2,066,964 41,150 SH   SOLE   41,150 0 0
ALLOGENE THERAPEUTICS INC COM 019770106 BBG00KHRRDY2 13,211,627 5,670,226 SH   SOLE   5,670,226 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 3,443,225,166 18,903,240 SH   SOLE   18,266,440 0 636,800
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 2,297,874,755 12,527,940 SH   SOLE   12,123,120 0 404,820
ALTAIR ENGR INC COM CL A 021369103 BBG001SR65P2 33,779,046 344,403 SH   SOLE   344,403 0 0
ALTICE USA INC CL A 02156K103 BBG00GFMPS82 9,936,432 4,870,800 SH   SOLE   4,870,800 0 0
ALTRIA GROUP INC COM 02209S103 BBG001S5T8T5 44,069,625 967,500 SH   SOLE   967,500 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 842,618,312 4,360,250 SH   SOLE   4,299,350 0 60,900
AMBARELLA INC SHS G037AX101 BBG001V1SN18 1,623,895 30,100 SH   SOLE   30,100 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 BBG005P7Q907 644,465,763 56,881,356 SH   SOLE   55,071,801 0 1,809,555
AMERICAN HOMES 4 RENT CL A 02665T306 BBG003NXJNJ4 12,388,401 333,380 SH   SOLE   313,380 0 20,000
AMETEK INC COM 031100100 BBG001S5NN54 58,748,604 352,400 SH   SOLE   352,400 0 0
AMGEN INC COM 031162100 BBG001S5NNL6 4,514,004,831 14,447,127 SH   SOLE   14,185,412 0 261,715
AMICUS THERAPEUTICS INC COM 03152W109 BBG001SN96V9 10,440,800 1,052,500 SH   SOLE   1,052,500 0 0
ANALOG DEVICES INC COM 032654105 BBG001S5ND38 822,263,281 3,602,310 SH   SOLE   3,522,670 0 79,640
APPLE INC COM 037833100 BBG001S5N8V8 474,063,496 2,250,800 SH   SOLE   2,250,800 0 0
APPLIED MATLS INC COM 038222105 BBG001S5NMM7 673,794,636 2,855,183 SH   SOLE   2,759,828 0 95,355
ARISTA NETWORKS INC COM 040413106 BBG001T51KQ0 1,472,016 4,200 SH   SOLE   4,200 0 0
ARLO TECHNOLOGIES INC COM 04206A101 BBG00K88DTJ1 65,324,284 5,009,531 SH   SOLE   4,572,061 0 437,470
ARM HOLDINGS PLC SPONSORED ADS 042068205 BBG01J1GY084 97,286,816 594,590 SH   SOLE   594,590 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100 BBG002MX7TQ9 9,261,702 902,700 SH   SOLE   902,700 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 BBG001SCG0R3 585,522,130 572,509 SH   SOLE   555,113 0 17,396
ASTRAZENECA PLC SPONSORED ADR 046353108 BBG001SB80N8 3,322,158,358 42,597,235 SH   SOLE   41,322,135 0 1,275,100
AURORA INNOVATION INC CLASS A COM 051774107 BBG00Z92Y6Y0 28,303,029 10,217,700 SH   SOLE   10,217,700 0 0
AUTODESK INC COM 052769106 BBG001S5SCD4 162,302,455 655,900 SH   SOLE   655,900 0 0
AXCELIS TECHNOLOGIES INC COM NEW 054540208 BBG001SF8W86 140,739,093 989,796 SH   SOLE   989,796 0 0
AXON ENTERPRISE INC COM 05464C101 BBG001SB2HG5 26,981,808 91,700 SH   SOLE   91,700 0 0
BAIDU INC SPON ADR REP A 056752108 BBG001SNBKD5 1,033,237,615 11,947,706 SH   SOLE   11,608,726 0 338,980
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 411,386,130 10,344,132 SH   SOLE   10,078,532 0 265,600
BANK NEW YORK MELLON CORP COM 064058100 BBG001S5P6Q6 42,611,735 711,500 SH   SOLE   711,500 0 0
BATH & BODY WORKS INC COM 070830104 BBG001S5SWL1 216,214,188 5,536,855 SH   SOLE   5,364,976 0 171,879
BEIGENE LTD SPONSORED ADR 07725L102 BBG00B6WF7V2 711,393,852 4,986,289 SH   SOLE   4,894,239 0 92,050
BIOCERES CROP SOLUTIONS CORP SHS G1117K114 BBG00K817GY4 445,037 39,700 SH   SOLE   39,700 0 0
BIOGEN INC COM 09062X103 BBG001S67826 3,787,543,315 16,338,294 SH   SOLE   15,925,137 0 413,157
BIOMARIN PHARMACEUTICAL INC COM 09061G101 BBG001S76R05 1,546,987,698 18,790,085 SH   SOLE   18,015,542 0 774,543
BIONTECH SE SPONSORED ADS 09075V102 BBG00Q70B4L0 384,885,666 4,789,518 SH   SOLE   4,550,308 0 239,210
BJS WHSL CLUB HLDGS INC COM 05550J101 BBG00FQ8T4M6 76,218,768 867,700 SH   SOLE   846,400 0 21,300
BLACKBERRY LTD COM 09228F103 BBG001S60618 82,658,673 33,330,110 SH   SOLE   33,022,160 0 307,950
BOEING CO COM 097023105 BBG001S5P0V3 58,115,793 319,300 SH   SOLE   319,300 0 0
BOOT BARN HLDGS INC COM 099406100 BBG007D38ZV3 8,187,055 63,500 SH   SOLE   63,500 0 0
BOSTON SCIENTIFIC CORP COM 101137107 BBG001S63L94 2,923,227,288 37,959,061 SH   SOLE   37,457,663 0 501,398
BOWLERO CORP CL A COM 10258P102 BBG00Z6BJ698 4,736,781 326,900 SH   SOLE   326,900 0 0
BRIDGEBIO PHARMA INC COM 10806X102 BBG00P9KDZL5 23,478,377 926,900 SH   SOLE   926,900 0 0
BRINKER INTL INC COM 109641100 BBG001S5RFV8 2,989,707 41,300 SH   SOLE   6,500 0 34,800
BRISTOL-MYERS SQUIBB CO COM 110122108 BBG001S8N8J6 975,897,024 23,498,604 SH   SOLE   22,923,964 0 574,640
BROADCOM INC COM 11135F101 BBG00KHY5SY8 153,212,517 95,428 SH   SOLE   94,642 0 786
BURLINGTON STORES INC COM 122017106 BBG004S641P3 143,424,000 597,600 SH   SOLE   597,600 0 0
CAMECO CORP COM 13321L108 BBG001S5Y5S6 66,577,440 1,353,200 SH   SOLE   1,353,200 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 BBG0029SNS07 119,908,119 3,624,792 SH   SOLE   3,602,092 0 22,700
CARMAX INC COM 143130102 BBG001SD9561 396,900,239 5,411,784 SH   SOLE   5,065,405 0 346,379
CARNIVAL CORP UNIT 99/99/9999 143658300 BBG001S5PL01 117,636,068 6,283,978 SH   SOLE   5,832,455 0 451,523
CARRIER GLOBAL CORPORATION COM 14448C104 BBG00RP5HZM1 154,532,816 2,449,791 SH   SOLE   2,397,491 0 52,300
CASEYS GEN STORES INC COM 147528103 BBG001S5PHZ2 24,114,592 63,200 SH   SOLE   63,200 0 0
CATERPILLAR INC COM 149123101 BBG001S5PJ06 540,530,364 1,622,727 SH   SOLE   1,598,506 0 24,221
CBOE GLOBAL MKTS INC COM 12503M108 BBG001T71BP7 1,734,612 10,200 SH   SOLE   6,500 0 3,700
CERUS CORP COM 157085101 BBG001S97DG4 15,107,840 8,584,000 SH   SOLE   8,584,000 0 0
CHARLES RIV LABS INTL INC COM 159864107 BBG001S7Q271 56,547,143 273,730 SH   SOLE   273,730 0 0
CHART INDS INC COM 16115Q308 BBG001SQV7W4 14,332,962 99,300 SH   SOLE   99,300 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 BBG001T3TDG2 71,705,556 239,850 SH   SOLE   239,850 0 0
CIENA CORP COM NEW 171779309 BBG001S61J73 5,902,050 122,500 SH   SOLE   122,500 0 0
CISCO SYS INC COM 17275R102 BBG001S6HC62 275,624,942 5,801,409 SH   SOLE   5,604,953 0 196,456
CITIGROUP INC COM NEW 172967424 BBG001S72ZG4 226,764,474 3,573,345 SH   SOLE   3,424,590 0 148,755
CME GROUP INC COM 12572Q105 BBG001S86547 354,478,254 1,803,043 SH   SOLE   1,738,643 0 64,400
COMCAST CORP NEW CL A 20030N101 BBG001S5PXL2 13,541,528 345,800 SH   SOLE   345,800 0 0
CONOCOPHILLIPS COM 20825C104 BBG001S5TZM2 331,931,332 2,902,005 SH   SOLE   2,792,305 0 109,700
CONTROLADORA VUELA COMP DE A SPON ADR RP 10 21240E105 BBG004NZ9JK5 335,172 52,700 SH   SOLE   52,700 0 0
CORNING INC COM 219350105 BBG001S5RLH1 332,634,438 8,562,019 SH   SOLE   8,443,519 0 118,500
CORTEVA INC COM 22052L104 BBG00BN969D0 85,568,798 1,586,370 SH   SOLE   1,565,000 0 21,370
COTERRA ENERGY INC COM 127097103 BBG001S6H6Y4 88,504,128 3,318,490 SH   SOLE   3,213,190 0 105,300
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105 BBG00T68J2H9 25,762,804 806,600 SH   SOLE   806,600 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 BBG00BLYKRZ7 76,620,756 199,955 SH   SOLE   199,955 0 0
CSX CORP COM 126408103 BBG001S5Q7Q3 77,951,880 2,330,400 SH   SOLE   2,330,400 0 0
CURTISS WRIGHT CORP COM 231561101 BBG001S5QBK0 244,012,070 900,480 SH   SOLE   879,620 0 20,860
CVS HEALTH CORP COM 126650100 BBG001S5QBD8 198,577,733 3,362,305 SH   SOLE   3,285,175 0 77,130
CYBERARK SOFTWARE LTD SHS M2682V108 BBG006Q52QW1 16,911,027 61,850 SH   SOLE   61,850 0 0
DANAHER CORPORATION COM 235851102 BBG001S5QGT0 16,724,209 66,937 SH   SOLE   66,937 0 0
DECKERS OUTDOOR CORP COM 243537107 BBG001S7GXB9 5,172,725 5,344 SH   SOLE   5,344 0 0
DEERE & CO COM 244199105 BBG001S5QFF7 32,348,885 86,580 SH   SOLE   86,580 0 0
DELL TECHNOLOGIES INC CL C 24703L202 BBG00DW3SZT0 59,007,552 427,870 SH   SOLE   415,300 0 12,570
DELTA AIR LINES INC DEL COM NEW 247361702 BBG001SPT759 1,064,279,539 22,434,223 SH   SOLE   21,529,103 0 905,120
DESCARTES SYS GROUP INC COM 249906108 BBG001SBJY34 216,781,473 2,238,553 SH   SOLE   2,238,553 0 0
DISCOVER FINL SVCS COM 254709108 BBG001SS0KV6 100,228,323 766,213 SH   SOLE   766,213 0 0
DISNEY WALT CO COM 254687106 BBG001S5QHF3 645,159,016 6,497,724 SH   SOLE   6,344,124 0 153,600
DOCUSIGN INC COM 256163106 BBG001T535D5 24,206,075 452,450 SH   SOLE   437,350 0 15,100
DOLLAR GEN CORP NEW COM 256677105 BBG001T5BM30 16,733,706 126,550 SH   SOLE   126,550 0 0
DOLLAR TREE INC COM 256746108 BBG001S6ZGL6 306,692,554 2,872,460 SH   SOLE   2,796,460 0 76,000
DOORDASH INC CL A 25809K105 BBG005D7QCK1 14,203,405 130,570 SH   SOLE   125,850 0 4,720
DOW INC COM 260557103 BBG00BN96931 91,831,088 1,731,029 SH   SOLE   1,686,839 0 44,190
DUOLINGO INC CL A COM 26603R106 BBG003D4V960 1,116,384 5,350 SH   SOLE   5,350 0 0
DUPONT DE NEMOURS INC COM 26614N102 BBG00BN961H3 215,323,870 2,675,163 SH   SOLE   2,591,233 0 83,930
EBAY INC. COM 278642103 BBG001S9B9J5 123,180,497 2,293,010 SH   SOLE   2,293,010 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 BBG001SF2288 167,282,070 1,811,000 SH   SOLE   1,811,000 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 BBG00LJYS1R6 761,943,870 52,802,763 SH   SOLE   49,346,823 0 3,455,940
ELECTRONIC ARTS INC COM 285512109 BBG001S5T5C9 103,768,804 744,770 SH   SOLE   725,670 0 19,100
ELI LILLY & CO COM 532457108 BBG001S5STL8 17,761,819,081 19,618,082 SH   SOLE   19,244,425 0 373,657
ENOVIS CORPORATION COM 194014502 BBG001SC04J1 3,855,560 85,300 SH   SOLE   85,300 0 0
ENTEGRIS INC COM 29362U104 BBG001SF9YL6 400,179,033 2,955,532 SH   SOLE   2,946,465 0 9,067
EOG RES INC COM 26875P101 BBG001S5ZB93 347,102,762 2,757,629 SH   SOLE   2,757,629 0 0
EPR PPTYS COM SH BEN INT 26884U109 BBG001SB5QR0 5,537,162 131,900 SH   SOLE   131,900 0 0
ESAB CORPORATION COM 29605J106 BBG0028ZMP54 1,130,044 11,967 SH   SOLE   11,967 0 0
ETSY INC COM 29786A106 BBG001T53625 4,836,360 82,000 SH   SOLE   82,000 0 0
EVERCORE INC CLASS A 29977A105 BBG001SC3S41 126,006,356 604,550 SH   SOLE   601,050 0 3,500
EXACT SCIENCES CORP COM 30063P105 BBG001SGCLB9 20,968,675 496,300 SH   SOLE   496,300 0 0
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 980,209,616 8,514,677 SH   SOLE   8,352,969 0 161,708
FEDEX CORP COM 31428X106 BBG001S5R3M5 3,834,779,693 12,789,420 SH   SOLE   12,537,322 0 252,098
FIBROGEN INC COM 31572Q808 BBG001SN7DS0 12,185,202 13,655,948 SH   SOLE   13,048,348 0 607,600
FIDELITY NATL INFORMATION SV COM 31620M106 BBG001S8SWQ0 115,820,784 1,536,900 SH   SOLE   1,536,900 0 0
FIVE BELOW INC COM 33829M101 BBG001TCDMY9 1,187,773 10,900 SH   SOLE   10,900 0 0
FLEX LTD ORD Y2573F102 BBG001SC5SP6 1,305,993,373 44,285,974 SH   SOLE   42,238,271 0 2,047,703
FLYWIRE CORPORATION COM VTG 302492103 BBG002030ND3 32,167,555 1,962,633 SH   SOLE   1,962,633 0 0
FORMFACTOR INC COM 346375108 BBG001SFT2R8 174,121,445 2,876,614 SH   SOLE   2,876,614 0 0
FORTINET INC COM 34959E109 BBG001S77BL6 4,185,752 69,450 SH   SOLE   69,450 0 0
FREEPORT-MCMORAN INC CL B 35671D857 BBG001S5R3F3 162,003,240 3,333,400 SH   SOLE   3,293,200 0 40,200
FRONTIER GROUP HLDGS INC COM 35909R108 BBG00GCTTKY4 1,314,338 266,600 SH   SOLE   266,600 0 0
GALAPAGOS NV SPON ADR 36315X101 BBG001SC2MJ9 17,847,547 720,240 SH   SOLE   720,240 0 0
GARTNER INC COM 366651107 BBG001S5SD60 49,755,848 110,800 SH   SOLE   110,800 0 0
GENERAL DYNAMICS CORP COM 369550108 BBG001S5RHP1 233,983,403 806,450 SH   SOLE   805,890 0 560
GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104 BBG003FD9W80 41,040,006 1,054,200 SH   SOLE   1,054,200 0 0
GIBRALTAR INDS INC COM 374689107 BBG001S7GCL4 7,012,665 102,300 SH   SOLE   102,300 0 0
GILDAN ACTIVEWEAR INC COM 375916103 BBG001S7JJL6 3,678,240 97,000 SH   SOLE   97,000 0 0
GITLAB INC CLASS A COM 37637K108 BBG00DHTYPJ6 41,120,429 827,040 SH   SOLE   827,040 0 0
GLAUKOS CORP COM 377322102 BBG001T91NX8 144,483,455 1,220,815 SH   SOLE   1,220,815 0 0
GLOBUS MED INC CL A 379577208 BBG002V87T57 3,254,987 47,525 SH   SOLE   47,525 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 BBG001SC07Z6 118,123,368 261,150 SH   SOLE   261,150 0 0
GRAIL INC COM 384747101 BBG01N6CGX05 28,669,292 1,865,276 SH   SOLE   1,829,892 0 35,384
GREIF INC CL B 397624206 BBG001S8S687 1,499,760 24,000 SH   SOLE   24,000 0 0
GRIFFON CORP COM 398433102 BBG001S7M3Z2 15,205,066 238,100 SH   SOLE   238,100 0 0
GROWGENERATION CORP COM 39986L109 BBG00DBKBYC4 2,493,785 1,159,900 SH   SOLE   1,159,900 0 0
GSK PLC SPONSORED ADR 37733W204 BBG001SD6SM6 558,688,515 14,511,390 SH   SOLE   14,040,840 0 470,550
GUARDANT HEALTH INC COM 40131M109 BBG006D97VZ8 1,911,163 66,176 SH   SOLE   66,176 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101 BBG00YDGX9Z1 11,483,700 227,400 SH   SOLE   227,400 0 0
HALEON PLC SPON ADS 405552100 BBG018GZNDB0 4,526,480 548,000 SH   SOLE   548,000 0 0
HEALTH CATALYST INC COM 42225T107 BBG00LDPZMT5 15,204,762 2,379,462 SH   SOLE   2,379,462 0 0
HERTZ GLOBAL HLDGS INC COM NEW 42806J700 BBG011N571V5 1,234,794 349,800 SH   SOLE   349,800 0 0
HESS CORP COM 42809H107 BBG001S5NHS2 1,194,618,730 8,098,012 SH   SOLE   7,958,512 0 139,500
HEWLETT PACKARD ENTERPRISE C COM 42824C109 BBG0078W3NP4 672,682,487 31,775,271 SH   SOLE   30,919,521 0 855,750
HONEYWELL INTL INC COM 438516106 BBG001S5X1N1 47,192,340 221,000 SH   SOLE   221,000 0 0
HP INC COM 40434L105 BBG001S6W7N7 786,237,382 22,451,096 SH   SOLE   21,494,386 0 956,710
HUBSPOT INC COM 443573100 BBG001T53670 54,526,086 92,450 SH   SOLE   92,450 0 0
HUMANA INC COM 444859102 BBG001S5S1X6 14,010,007 37,495 SH   SOLE   37,495 0 0
HUNT J B TRANS SVCS INC COM 445658107 BBG001S5SFY4 103,760,000 648,500 SH   SOLE   648,500 0 0
IBOTTA INC CLASS A COM SHS 451051106 BBG006NHMVD6 9,231,903 122,830 SH   SOLE   122,830 0 0
IDEX CORP COM 45167R104 BBG001S67N14 61,119,530 303,775 SH   SOLE   272,735 0 31,040
ILLUMINA INC COM 452327109 BBG001SF4NY1 253,513,969 2,428,760 SH   SOLE   2,255,270 0 173,490
IMAX CORP COM 45245E109 BBG001S5Z701 15,936,531 950,300 SH   SOLE   950,300 0 0
IMMUNOCORE HLDGS PLC ADS 45258D105 BBG00YYCXG54 66,121,762 1,951,070 SH   SOLE   1,925,330 0 25,740
IMMUNOME INC COM 45257U108 BBG00BR94298 3,252,480 268,800 SH   SOLE   268,800 0 0
INDIE SEMICONDUCTOR INC CLASS A COM 45569U101 BBG00Z3XTNY7 97,357,164 15,779,119 SH   SOLE   14,019,143 0 1,759,976
INGEVITY CORP COM 45688C107 BBG009LM2988 3,015,990 69,000 SH   SOLE   69,000 0 0
INSULET CORP COM 45784P101 BBG001SRF439 116,979,020 579,678 SH   SOLE   579,678 0 0
INTEL CORP COM 458140100 BBG001S5SF65 2,410,165,519 77,822,587 SH   SOLE   74,774,665 0 3,047,922
INTUIT COM 461202103 BBG001S6TWR2 1,099,368,401 1,672,781 SH   SOLE   1,639,481 0 33,300
IQVIA HLDGS INC COM 46266C105 BBG00333FZ54 68,755,213 325,176 SH   SOLE   317,056 0 8,120
IROBOT CORP COM 462726100 BBG001SPB1K4 13,410,494 1,472,063 SH   SOLE   1,472,063 0 0
IVANHOE ELECTRIC INC COM 46578C108 BBG012WFRMH9 3,994,004 425,800 SH   SOLE   425,800 0 0
JABIL INC COM 466313103 BBG001S7RB70 400,659,971 3,682,875 SH   SOLE   3,502,575 0 180,300
JACOBS SOLUTIONS INC COM 46982L108 BBG019C1BQS3 779,892,236 5,582,222 SH   SOLE   5,384,822 0 197,400
JAMF HLDG CORP COM 47074L105 BBG00VSYYVC7 792,000 48,000 SH   SOLE   48,000 0 0
JELD-WEN HLDG INC COM 47580P103 BBG001TG2G57 4,206,681 312,300 SH   SOLE   312,300 0 0
JETBLUE AWYS CORP COM 477143101 BBG001S9YPC1 19,512,360 3,204,000 SH   SOLE   3,204,000 0 0
JPMORGAN CHASE & CO. COM 46625H100 BBG001S8CRC3 1,129,190,275 5,582,865 SH   SOLE   5,433,365 0 149,500
KEYCORP COM 493267108 BBG001S5SKV6 33,087,985 2,328,500 SH   SOLE   2,328,500 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 BBG0059FN820 101,895,844 745,125 SH   SOLE   712,685 0 32,440
KIRBY CORP COM 497266106 BBG001S5SKT9 33,775,833 282,100 SH   SOLE   282,100 0 0
KLA CORP COM NEW 482480100 BBG001S5SLM4 4,547,740,737 5,515,689 SH   SOLE   5,441,189 0 74,500
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 BBG001T9BTS0 9,145,344 183,200 SH   SOLE   183,200 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 BBG001S5S0N9 56,436,954 251,300 SH   SOLE   251,300 0 0
LAS VEGAS SANDS CORP COM 517834107 BBG001SJCGP9 9,916,425 224,100 SH   SOLE   224,100 0 0
LESLIES INC COM 527064109 BBG00XS6TVN8 4,092,792 976,800 SH   SOLE   976,800 0 0
LI-CYCLE HOLDINGS CORP COM NEW 50202P204 BBG0122LQVS8 2,677,463 410,025 SH   SOLE   410,025 0 0
LINDE PLC SHS G54950103 BBG01FND0CH6 121,111,560 276,000 SH   SOLE   276,000 0 0
LIVANOVA PLC SHS G5509L101 BBG009LGHG25 327,889,384 5,981,200 SH   SOLE   5,737,070 0 244,130
LIVE NATION ENTERTAINMENT IN COM 538034109 BBG001SNP2B2 75,287,281 803,150 SH   SOLE   787,670 0 15,480
LOAR HOLDINGS INC COM SHS 53947R105 BBG01M86F4Z5 1,036,154 19,400 SH   SOLE   17,900 0 1,500
LOWES COS INC COM 548661107 BBG001S5SVL3 27,557,500 125,000 SH   SOLE   125,000 0 0
LPL FINL HLDGS INC COM 50212V100 BBG001T5GK39 65,467,920 234,400 SH   SOLE   234,400 0 0
LYFT INC CL A COM 55087P104 BBG004M9ZHY4 88,210,728 6,256,080 SH   SOLE   5,991,600 0 264,480
MADISON SQUARE GARDEN ENTMT COM CL A 558256103 BBG019980TF2 2,604,903 76,100 SH   SOLE   76,100 0 0
MARKETAXESS HLDGS INC COM 57060D108 BBG001S8R6K4 266,881,366 1,330,880 SH   SOLE   1,317,380 0 13,500
MARQETA INC CLASS A COM 57142B104 BBG0112Z8873 2,656,008 484,673 SH   SOLE   484,673 0 0
MARRIOTT INTL INC NEW CL A 571903202 BBG001S78K44 72,023,283 297,900 SH   SOLE   291,000 0 6,900
MARSH & MCLENNAN COS INC COM 571748102 BBG001S5T7M4 605,127,996 2,871,716 SH   SOLE   2,802,516 0 69,200
MARVELL TECHNOLOGY INC COM 573874104 BBG00ZXBJ162 126,008,730 1,802,700 SH   SOLE   1,764,000 0 38,700
MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 185,022,504 419,400 SH   SOLE   419,400 0 0
MATSON INC COM 57686G105 BBG001S5NL21 11,466,424 87,550 SH   SOLE   84,100 0 3,450
MATTEL INC COM 577081102 BBG001S5SZF1 626,468,239 38,528,182 SH   SOLE   37,831,546 0 696,636
MAXLINEAR INC COM 57776J100 BBG001S6MZV7 46,039,234 2,285,960 SH   SOLE   2,230,760 0 55,200
MCDONALDS CORP COM 580135101 BBG001S5T110 10,473,924 41,100 SH   SOLE   41,100 0 0
MEDTRONIC PLC SHS G5960L103 BBG001S5T2S9 68,503,281 870,325 SH   SOLE   855,705 0 14,620
MERCK & CO INC COM 58933Y105 BBG001S5TC52 9,012,640 72,800 SH   SOLE   72,800 0 0
MEREO BIOPHARMA GROUP PLC SPON ADS 589492107 BBG00KFWZCX7 194,400 54,000 SH   SOLE   54,000 0 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 356,206,219 706,450 SH   SOLE   690,150 0 16,300
MGM RESORTS INTERNATIONAL COM 552953101 BBG001S6BYT5 36,036,396 810,900 SH   SOLE   810,900 0 0
MICRON TECHNOLOGY INC COM 595112103 BBG001S6P675 4,922,557,732 37,425,361 SH   SOLE   36,848,661 0 576,700
MICROSOFT CORP COM 594918104 BBG001S5TD05 4,488,978,081 10,043,580 SH   SOLE   9,798,970 0 244,610
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104 BBG019X46ZY3 54,142,375 1,927,804 SH   SOLE   1,927,804 0 0
MONGODB INC CL A 60937P106 BBG0022FDRZ7 17,672,172 70,700 SH   SOLE   70,700 0 0
MOOG INC CL A 615394202 BBG001S5T922 50,708,630 303,100 SH   SOLE   303,100 0 0
MORGAN STANLEY COM NEW 617446448 BBG001S9V5Z3 146,358,518 1,505,901 SH   SOLE   1,471,305 0 34,596
MURAL ONCOLOGY PUB LTD CO ORD SHS G63365103 BBG01BCJBZC6 739,630 235,551 SH   SOLE   233,192 0 2,359
NEKTAR THERAPEUTICS COM 640268108 BBG001S7RDK1 7,465,362 6,020,453 SH   SOLE   5,993,553 0 26,900
NETAPP INC COM 64110D104 BBG001S8LYX5 1,775,736,491 13,786,774 SH   SOLE   13,568,174 0 218,600
NETFLIX INC COM 64110L106 BBG001SF6L46 109,661,251 162,490 SH   SOLE   158,390 0 4,100
NEUROCRINE BIOSCIENCES INC COM 64125C109 BBG001S8W4X9 56,346,954 409,290 SH   SOLE   385,440 0 23,850
NEW FORTRESS ENERGY INC COM CL A 644393100 BBG00MJH9M32 176,414,337 8,026,130 SH   SOLE   7,324,190 0 701,940
NEWELL BRANDS INC COM 651229106 BBG001S5TSW7 90,054,500 14,049,064 SH   SOLE   12,907,184 0 1,141,880
NEXTRACKER INC CLASS A COM 65290E101 BBG00835TQ17 374,614,470 7,990,923 SH   SOLE   7,610,316 0 380,607
NICE LTD SPONSORED ADR 653656108 BBG001S9RK49 343,940 2,000 SH   SOLE   2,000 0 0
NLIGHT INC COM 65487K100 BBG0020BCPY4 2,891,411 264,539 SH   SOLE   264,539 0 0
NMI HLDGS INC COM 629209305 BBG005DLMPF1 14,875,820 437,010 SH   SOLE   437,010 0 0
NN INC COM 629337106 BBG001S7RDF7 1,035,900 345,300 SH   SOLE   345,300 0 0
NORFOLK SOUTHN CORP COM 655844108 BBG001S5TQJ6 99,787,912 464,800 SH   SOLE   464,800 0 0
NORTHERN TR CORP COM 665859104 BBG001S5TRG7 591,786,653 7,046,757 SH   SOLE   6,780,057 0 266,700
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 BBG001SCKPS2 41,957,506 2,232,970 SH   SOLE   2,197,570 0 35,400
NOVARTIS AG SPONSORED ADR 66987V109 BBG001SF5LW6 1,296,613,069 12,179,345 SH   SOLE   12,016,495 0 162,850
NURIX THERAPEUTICS INC COM 67080M103 BBG00SDJ8M87 6,052,300 290,000 SH   SOLE   290,000 0 0
NUTANIX INC CL A 67059N108 BBG001V13SG8 238,337,542 4,192,393 SH   SOLE   3,986,893 0 205,500
NVENT ELECTRIC PLC SHS G6700G107 BBG00GNT7B03 65,807,990 859,000 SH   SOLE   859,000 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 2,677,109,329 21,669,980 SH   SOLE   21,340,780 0 329,200
OKTA INC CL A 679295105 BBG001YV1SN3 126,955,380 1,356,216 SH   SOLE   1,183,116 0 173,100
OLD DOMINION FREIGHT LINE IN COM 679580100 BBG001S6WQT9 8,706,380 49,300 SH   SOLE   49,300 0 0
OLLIES BARGAIN OUTLET HLDGS COM 681116109 BBG0098VVDS0 53,109,970 541,000 SH   SOLE   541,000 0 0
OMNICELL COM COM 68213N109 BBG001SF6Z45 2,998,517 110,769 SH   SOLE   110,769 0 0
ORACLE CORP COM 68389X105 BBG001S5SJG6 1,814,239,264 12,848,720 SH   SOLE   12,500,120 0 348,600
ORASURE TECHNOLOGIES INC COM 68554V108 BBG001SD3BW5 3,065,283 719,550 SH   SOLE   719,550 0 0
OSI SYSTEMS INC COM 671044105 BBG001SB1J54 38,590,862 280,620 SH   SOLE   280,620 0 0
OTIS WORLDWIDE CORP COM 68902V107 BBG00RP60LN7 174,547,392 1,813,291 SH   SOLE   1,778,641 0 34,650
PALO ALTO NETWORKS INC COM 697435105 BBG001T9NWN5 174,963,061 516,100 SH   SOLE   507,730 0 8,370
PAYPAL HLDGS INC COM 70450Y103 BBG0077VNXW5 287,043,074 4,946,460 SH   SOLE   4,800,960 0 145,500
PENUMBRA INC COM 70975L107 BBG001TRHPB0 7,186,202 39,930 SH   SOLE   39,930 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 BBG009XW2WC7 107,447,261 1,625,280 SH   SOLE   1,560,970 0 64,310
PERIMETER SOLUTIONS SA COMMON STOCK L7579L106 BBG01337N6B2 14,605,385 1,865,311 SH   SOLE   1,865,311 0 0
PHILIP MORRIS INTL INC COM 718172109 BBG001STP9N1 6,991,770 69,000 SH   SOLE   69,000 0 0
PINTEREST INC CL A 72352L106 BBG002583CW7 179,984,084 4,084,050 SH   SOLE   4,084,050 0 0
PROGRESSIVE CORP COM 743315103 BBG001S5V509 297,498,879 1,432,280 SH   SOLE   1,432,280 0 0
PROS HOLDINGS INC COM 74346Y103 BBG001ST38G5 8,410,780 293,570 SH   SOLE   293,570 0 0
PROTHENA CORP PLC SHS G72800108 BBG00393H6N0 753,360 36,500 SH   SOLE   36,500 0 0
PULMONX CORP COM 745848101 BBG001T4HJ52 36,200,772 5,709,901 SH   SOLE   5,307,401 0 402,500
QUALCOMM INC COM 747525103 BBG001S6VS70 985,869,893 4,949,643 SH   SOLE   4,840,013 0 109,630
RAMBUS INC DEL COM 750917106 BBG001S7RF80 6,087,536 103,600 SH   SOLE   38,000 0 65,600
RAPID7 INC COM 753422104 BBG009DFHWH5 4,229,191 97,830 SH   SOLE   97,830 0 0
RAYMOND JAMES FINL INC COM 754730109 BBG001S5VQ03 1,493,898,791 12,085,582 SH   SOLE   11,708,377 0 377,205
REPLIGEN CORP COM 759916109 BBG001S5VNT9 6,899,138 54,729 SH   SOLE   54,729 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 BBG0076WG2T4 8,395,141 119,300 SH   SOLE   119,300 0 0
REVVITY INC COM 714046109 BBG001SBKS35 101,372,881 966,745 SH   SOLE   913,245 0 53,500
RHYTHM PHARMACEUTICALS INC COM 76243J105 BBG007DLZ629 300,246,774 7,312,391 SH   SOLE   7,312,391 0 0
RINGCENTRAL INC CL A 76680R206 BBG001SHXFM5 1,522,800 54,000 SH   SOLE   54,000 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103 BBG00741Y1P0 4,190,529 312,260 SH   SOLE   312,260 0 0
ROBLOX CORP CL A 771049103 BBG001V1Y6Z1 1,871,663 50,300 SH   SOLE   50,300 0 0
ROCKWELL AUTOMATION INC COM 773903109 BBG001S5VRF5 72,060,046 261,770 SH   SOLE   256,140 0 5,630
ROSS STORES INC COM 778296103 BBG001S5VRS1 1,547,762,194 10,650,717 SH   SOLE   10,405,127 0 245,590
ROYAL CARIBBEAN GROUP COM V7780T103 BBG001S5RMJ7 777,132,447 4,874,443 SH   SOLE   4,813,143 0 61,300
RTX CORPORATION COM 75513E101 BBG001S5X5Q9 38,773,830 386,232 SH   SOLE   386,232 0 0
RXO INC COMMON STOCK 74982T103 BBG0160DYDC7 26,696,535 1,020,900 SH   SOLE   1,020,900 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 BBG001SB07J6 50,057,556 429,900 SH   SOLE   429,900 0 0
SAIA INC COM 78709Y105 BBG001SL4QM4 33,484,874 70,600 SH   SOLE   70,600 0 0
SALESFORCE INC COM 79466L302 BBG001SDLP09 130,761,060 508,600 SH   SOLE   508,600 0 0
SANOFI SPONSORED ADR 80105N105 BBG001S5W768 54,212,755 1,117,328 SH   SOLE   1,108,800 0 8,528
SCHLUMBERGER LTD COM STK 806857108 BBG001S5W4C8 46,811,996 992,200 SH   SOLE   992,200 0 0
SCHWAB CHARLES CORP COM 808513105 BBG001S5VXD4 78,018,182 1,058,735 SH   SOLE   1,033,411 0 25,324
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 BBG0113JGQG9 60,133,605 582,295 SH   SOLE   516,515 0 65,780
SHUTTERSTOCK INC COM 825690100 BBG002ZCK3M7 3,862,260 99,800 SH   SOLE   99,800 0 0
SNAP INC CL A 83304A106 BBG00441QMK5 2,055,488 123,750 SH   SOLE   123,750 0 0
SONY GROUP CORP SPONSORED ADR 835699307 BBG001S5W6H8 1,825,743,106 21,491,973 SH   SOLE   21,013,073 0 478,900
SOUTHWEST AIRLS CO COM 844741108 BBG001S5SXC9 1,427,892,055 49,908,845 SH   SOLE   48,523,720 0 1,385,125
SOUTHWESTERN ENERGY CO COM 845467109 BBG001S5WHW7 53,750,356 7,986,680 SH   SOLE   7,750,780 0 235,900
SPHERE ENTERTAINMENT CO CL A 55826T102 BBG00L9HLWW7 21,731,170 619,828 SH   SOLE   619,828 0 0
STANDARD BIOTOOLS INC COM 34385P108 BBG001T0FDP3 5,325,298 3,008,643 SH   SOLE   3,008,643 0 0
STRATASYS LTD SHS M85548101 BBG002S5ZS58 22,428,979 2,673,299 SH   SOLE   2,673,299 0 0
STRYKER CORPORATION COM 863667101 BBG001S8FR03 152,261,875 447,500 SH   SOLE   447,500 0 0
SUN CTRY AIRLS HLDGS INC COM 866683105 BBG00Z6F8D50 1,973,364 157,115 SH   SOLE   157,115 0 0
SYSCO CORP COM 871829107 BBG001S5WJS8 312,223,094 4,373,485 SH   SOLE   4,211,715 0 161,770
TAPESTRY INC COM 876030107 BBG001SFH7D5 28,907,854 675,575 SH   SOLE   502,475 0 173,100
TECHNIPFMC PLC COM G87110105 BBG00DL8NMT5 49,452,265 1,891,100 SH   SOLE   1,891,100 0 0
TELEFONAKTIEBOLAGET LM ERICS ADR B SEK 10 294821608 BBG001S5QXT3 297,841,319 48,272,499 SH   SOLE   46,772,199 0 1,500,300
TERADYNE INC COM 880770102 BBG001S5WMZ3 302,286,941 2,038,485 SH   SOLE   1,952,230 0 86,255
TESLA INC COM 88160R101 BBG001SQKGD7 1,745,934,816 8,823,200 SH   SOLE   8,699,300 0 123,900
TEXAS INSTRS INC COM 882508104 BBG001S5WYZ7 2,984,460,585 15,341,904 SH   SOLE   15,024,213 0 317,691
TEXTRON INC COM 883203101 BBG001S5WZ39 455,978,848 5,310,725 SH   SOLE   5,252,760 0 57,965
THE TRADE DESK INC COM CL A 88339J105 BBG00629NGW8 36,538,347 374,100 SH   SOLE   374,100 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 1,474,816,161 2,666,937 SH   SOLE   2,614,147 0 52,790
TJX COS INC NEW COM 872540109 BBG001S5WQ93 1,370,840,457 12,450,867 SH   SOLE   12,245,875 0 204,992
T-MOBILE US INC COM 872590104 BBG001SKR9Y6 124,330,050 705,699 SH   SOLE   705,699 0 0
TRADEWEB MKTS INC CL A 892672106 BBG00NK8H9M7 169,866,060 1,602,510 SH   SOLE   1,559,810 0 42,700
TRANSDIGM GROUP INC COM 893641100 BBG001SPV1C1 654,511,937 512,294 SH   SOLE   512,294 0 0
TRANSOCEAN LTD REGISTERED SHS H8817H100 BBG001S7B678 300,239,266 56,119,489 SH   SOLE   53,113,093 0 3,006,396
TRIMBLE INC COM 896239100 BBG001S5SZP0 261,921,787 4,683,866 SH   SOLE   4,456,206 0 227,660
TRONOX HOLDINGS PLC SHS G9087Q102 BBG00MRH2W29 20,580,573 1,311,700 SH   SOLE   1,311,700 0 0
TYSON FOODS INC CL A 902494103 BBG001S871D5 19,261,894 337,100 SH   SOLE   337,100 0 0
UBER TECHNOLOGIES INC COM 90353T100 BBG002B04MW4 94,789,256 1,304,200 SH   SOLE   1,238,700 0 65,500
ULTA BEAUTY INC COM 90384S303 BBG00FWQ4W44 25,621,768 66,400 SH   SOLE   66,400 0 0
UNION PAC CORP COM 907818108 BBG001S5X2M0 362,959,504 1,604,170 SH   SOLE   1,604,170 0 0
UNITED AIRLS HLDGS INC COM 910047109 BBG001SQ87W0 1,154,669,782 23,729,342 SH   SOLE   23,213,182 0 516,160
UNITED PARCEL SERVICE INC CL B 911312106 BBG001SDGSH1 395,950,158 2,893,315 SH   SOLE   2,828,699 0 64,616
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 59,310,457 116,464 SH   SOLE   116,464 0 0
UNITY SOFTWARE INC COM 91332U101 BBG0056JW5H5 12,332,446 758,453 SH   SOLE   758,453 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 BBG001S5V9H3 398,427,324 1,895,017 SH   SOLE   1,865,017 0 30,000
US FOODS HLDG CORP COM 912008109 BBG00C6H6D59 6,203,905 117,099 SH   SOLE   105,799 0 11,300
VALERO ENERGY CORP COM 91913Y100 BBG001S5X8K9 34,058,461 217,265 SH   SOLE   156,115 0 61,150
VERALTO CORP COM SHS 92338C103 BBG019Q32XK7 922,908 9,667 SH   SOLE   9,667 0 0
VICTORIAS SECRET AND CO COMMON STOCK 926400102 BBG01103B480 31,582,881 1,787,373 SH   SOLE   1,739,744 0 47,629
VISA INC COM CL A 92826C839 BBG001SRCFY3 1,062,267,272 4,047,195 SH   SOLE   3,872,295 0 174,900
WATERS CORP COM 941848103 BBG001S8MDG9 28,680,973 98,859 SH   SOLE   98,859 0 0
WAVE LIFE SCIENCES LTD SHS Y95308105 BBG00B642V63 13,294,438 2,664,216 SH   SOLE   2,664,216 0 0
WELLS FARGO CO NEW COM 949746101 BBG001S5XF23 2,209,478,509 37,202,871 SH   SOLE   36,217,706 0 985,165
WESTERN DIGITAL CORP. COM 958102105 BBG001S5XD28 90,630,391 1,196,125 SH   SOLE   1,177,635 0 18,490
WEX INC COM 96208T104 BBG001SCJLG6 73,393,176 414,323 SH   SOLE   414,323 0 0
WHIRLPOOL CORP COM 963320106 BBG001S5XFS5 496,513,150 4,858,250 SH   SOLE   4,694,890 0 163,360
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 BBG00B0FS9V7 33,066,740 878,500 SH   SOLE   878,500 0 0
WOLFSPEED INC COM 977852102 BBG001S6YWT4 137,591,256 6,045,310 SH   SOLE   5,686,390 0 358,920
XENCOR INC COM 98401F105 BBG0026ZG4X9 172,569,704 9,116,202 SH   SOLE   9,116,202 0 0
XOMETRY INC CLASS A COM 98423F109 BBG00BDCCVB0 78,665,661 6,804,988 SH   SOLE   6,195,923 0 609,065
XPENG INC ADS 98422D105 BBG00WKJG3N6 120,368,752 16,421,385 SH   SOLE   15,123,285 0 1,298,100
XPO INC COM 983793100 BBG001SJW3C0 58,499,265 551,100 SH   SOLE   551,100 0 0
ZENTALIS PHARMACEUTICALS INC COM 98943L107 BBG00R2K8TG4 5,040,271 1,232,340 SH   SOLE   1,180,340 0 52,000
ZIMMER BIOMET HOLDINGS INC COM 98956P102 BBG001S7DQJ9 548,574,653 5,054,590 SH   SOLE   4,850,280 0 204,310
ZIMVIE INC COM 98888T107 BBG014630596 636,195 34,860 SH   SOLE   34,860 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 BBG0042V6JN7 75,794,275 1,280,525 SH   SOLE   1,280,525 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104 BBG00S1HJ4F4 16,578,895 1,298,269 SH   SOLE   1,298,269 0 0