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
3M Co COM 88579Y101   1,701,263 18,172 SH   SOLE   18,172 0 0
Abbott Laboratories COM 002824100   7,840,492 80,955 SH   SOLE   80,555 0 400
AbbVie Inc COM 00287Y109   555,219,040 3,724,802 SH   SOLE   3,629,130 0 95,672
Acadia Healthcare Co Inc COM 00404A109   13,819,230 196,547 SH   SOLE   177,185 0 19,362
Accenture PLC SHS CLASS A G1151C101   501,005,586 1,631,355 SH   SOLE   1,545,434 0 85,921
Activision Blizzard Inc COM 00507V109   82,826,249 884,612 SH   SOLE   880,777 0 3,835
Adobe Inc COM 00724F101   935,182,676 1,834,051 SH   SOLE   1,780,250 0 53,801
Advanced Drainage Systems Inc COM 00790R104   26,263,635 230,727 SH   SOLE   230,341 0 386
Advanced Energy Industries Inc COM 007973100   9,942,849 96,420 SH   SOLE   86,895 0 9,525
Advanced Micro Devices Inc COM 007903107   331,389 3,223 SH   SOLE   3,223 0 0
AES Corp/The COM 00130H105   81,619,805 5,369,724 SH   SOLE   5,237,757 0 131,967
AGNC Investment Corp COM 00123Q104   68,924,250 7,301,298 SH   SOLE   7,131,464 0 169,834
Air Products and Chemicals Inc COM 009158106   316,676,965 1,117,420 SH   SOLE   1,096,854 0 20,566
Airbnb Inc COM CL A 009066101   283,802,748 2,068,382 SH   SOLE   2,013,776 0 54,606
Alaska Air Group Inc COM 011659109   33,441,648 901,878 SH   SOLE   864,907 0 36,971
Albany International Corp CL A 012348108   48,470,708 561,784 SH   SOLE   561,653 0 131
Alcon Inc ORD SHS H01301128   736,709,320 9,560,204 SH   SOLE   9,311,653 0 248,551
Alexander & Baldwin Inc COM 014491104   2,432,492 145,397 SH   SOLE   82,097 0 63,300
Alexandria Real Estate Equities Inc COM 015271109   35,356,328 353,210 SH   SOLE   352,657 0 553
Alibaba Group Holding Ltd SPONSORED ADS 01609W102   239,055 2,756 SH   SOLE   2,756 0 0
Allegro MicroSystems Inc COM 01749D105   111,578,576 3,493,381 SH   SOLE   3,492,614 0 767
Alphabet Inc CAP STK CL C 02079K107   170,674,419 1,294,459 SH   SOLE   1,287,266 0 7,193
Alphabet Inc CAP STK CL A 02079K305   422,013,193 3,224,921 SH   SOLE   3,014,423 0 210,498
Amarin Corp PLC SPONS ADR NEW 023111206   492,926 535,789 SH   SOLE   535,789 0 0
Amazon.com Inc COM 023135106   2,482,485,582 19,528,678 SH   SOLE   19,016,762 0 511,916
Amdocs Ltd SHS G02602103   673,385 7,970 SH   SOLE   0 0 7,970
Ameren Corp COM 023608102   44,420,647 593,621 SH   SOLE   592,725 0 896
American Electric Power Co Inc COM 025537101   1,781,661 23,686 SH   SOLE   23,686 0 0
American Equity Investment Life Holding Co COM 025676206   50,731,061 945,769 SH   SOLE   892,601 0 53,168
American Express Co COM 025816109   182,337,824 1,222,185 SH   SOLE   1,192,193 0 29,992
American Homes 4 Rent CL A 02665T306   52,097,524 1,546,379 SH   SOLE   1,488,425 0 57,954
American International Group Inc COM NEW 026874784   348,365,628 5,748,608 SH   SOLE   5,645,549 0 103,059
American Tower Corp COM 03027X100   535,447,285 3,255,988 SH   SOLE   3,198,421 0 57,567
American Water Works Co Inc COM 030420103   41,687,370 336,650 SH   SOLE   244,635 0 92,015
Americold Realty Trust Inc COM 03064D108   73,647,599 2,421,822 SH   SOLE   2,420,056 0 1,766
Amgen Inc COM 031162100   27,027,862 100,565 SH   SOLE   100,000 0 565
Amphenol Corp CL A 032095101   17,675,450 210,447 SH   SOLE   210,447 0 0
Analog Devices Inc COM 032654105   486,750 2,780 SH   SOLE   2,780 0 0
Anheuser-Busch InBev SA/NV SPONSORED ADR 03524A108   6,485,650 117,281 SH   SOLE   77,201 0 40,080
Anterix Inc COM 03676C100   9,702,630 309,198 SH   SOLE   280,644 0 28,554
Antero Midstream Corp COM 03676B102   86,236,748 7,198,393 SH   SOLE   7,198,393 0 0
APA Corp COM 03743Q108   115,700,988 2,815,109 SH   SOLE   2,746,147 0 68,962
Apartment Income REIT Corp COM 03750L109   4,469,460 145,585 SH   SOLE   145,585 0 0
API Group Corp COM STK 00187Y100   98,853,043 3,812,304 SH   SOLE   3,808,344 0 3,960
Apollo Global Management Inc COM 03769M106   799,557,685 8,907,728 SH   SOLE   8,723,186 0 184,542
Apollo Global Management Inc SER A MAND CNV 03769M304   38,828,695 704,695 SH   SOLE   704,695 0 0
Apple Inc COM 037833100   2,972,217,531 17,360,070 SH   SOLE   16,682,306 0 677,764
Applied Materials Inc COM 038222105   24,764,775 178,872 SH   SOLE   171,205 0 7,667
AppLovin Corp COM CL A 03831W108   2,442,115 61,114 SH   SOLE   61,114 0 0
Aptiv PLC SHS G6095L109   432,260,635 4,384,427 SH   SOLE   4,219,271 0 165,156
ArcelorMittal SA NY REGISTRY SH 03938L203   67,250,395 2,686,792 SH   SOLE   2,669,908 0 16,884
Arch Capital Group Ltd ORD G0450A105   62,546,544 784,676 SH   SOLE   765,965 0 18,711
Archer-Daniels-Midland Co COM 039483102   5,331,440 70,690 SH   SOLE   70,690 0 0
Arcos Dorados Holdings Inc SHS CLASS -A - G0457F107   9,400,214 993,680 SH   SOLE   449,800 0 543,880
Ares Capital Corp COM 04010L103   22,652,527 1,163,458 SH   SOLE   1,163,458 0 0
Argenx SE SPONSORED ADR 04016X101   169,299,811 344,364 SH   SOLE   337,496 0 6,868
Aris Water Solutions Inc CLASS A COM 04041L106   5,415,966 542,682 SH   SOLE   542,682 0 0
Arista Networks Inc COM 040413106   53,324,618 289,918 SH   SOLE   289,381 0 537
Ashland Inc COM 044186104   114,723,685 1,404,550 SH   SOLE   1,377,453 0 27,097
ASML Holding NV N Y REGISTRY SHS N07059210   714,971,195 1,214,574 SH   SOLE   1,168,329 0 46,245
Aspen Technology Inc COM 29109X106   101,778,957 498,281 SH   SOLE   497,968 0 313
Assured Guaranty Ltd COM G0585R106   15,199,097 251,142 SH   SOLE   230,993 0 20,149
AstraZeneca PLC SPONSORED ADR 046353108   111,118,739 1,640,856 SH   SOLE   1,589,259 0 51,597
AT&T Inc COM 00206R102   288,560 19,212 SH   SOLE   19,212 0 0
Atkore Inc COM 047649108   41,577,965 278,691 SH   SOLE   278,366 0 325
Atlas Energy Solutions Inc COM CLASS A 04930R107   37,349,449 1,680,137 SH   SOLE   1,632,716 0 47,421
Atlassian Corp Ltd CL A 049468101   402,264,884 1,996,253 SH   SOLE   1,941,961 0 54,292
Atmos Energy Corp COM 049560105   397,238 3,750 SH   SOLE   3,750 0 0
ATS Corp COM 00217Y104   70,354,790 1,650,746 SH   SOLE   1,649,266 0 1,480
Autodesk Inc COM 052769106   624,470,527 3,018,078 SH   SOLE   2,939,109 0 78,969
Automatic Data Processing Inc COM 053015103   203,606,891 846,317 SH   SOLE   838,202 0 8,115
AutoZone Inc COM 053332102   15,239,940 6,000 SH   SOLE   6,000 0 0
AvalonBay Communities Inc COM 053484101   311,377,775 1,813,077 SH   SOLE   1,772,155 0 40,922
Avantor Inc COM 05352A100   44,633,883 2,117,357 SH   SOLE   2,113,994 0 3,363
Avient Corp COM 05368V106   9,814,514 277,874 SH   SOLE   250,620 0 27,254
Azenta Inc COM 114340102   47,600,790 948,412 SH   SOLE   948,200 0 212
Baker Hughes Co CL A 05722G100   195,190,531 5,526,346 SH   SOLE   5,282,334 0 244,012
Balchem Corp COM 057665200   64,350,575 518,789 SH   SOLE   518,666 0 123
Ball Corp COM 058498106   93,548,119 1,879,231 SH   SOLE   1,670,121 0 209,110
Banco Bilbao Vizcaya Argentaria SA SPONSORED ADR 05946K101   9,357,121 1,162,375 SH   SOLE   736,631 0 425,744
Bank of America Corp COM 060505104   263,850,783 9,636,625 SH   SOLE   9,473,399 0 163,226
Bank of New York Mellon Corp/The COM 064058100   3,743,041 87,762 SH   SOLE   86,616 0 1,146
Bank OZK COM 06417N103   18,768,464 506,298 SH   SOLE   462,462 0 43,836
Barclays PLC ADR 06738E204   217,146 27,875 SH   SOLE   0 0 27,875
Barrick Gold Corp COM 067901108   475,960 31,475 SH   SOLE   31,475 0 0
Becton Dickinson & Co COM 075887109   810,553,175 3,135,238 SH   SOLE   3,073,410 0 61,828
Bentley Systems Inc COM CL B 08265T208   61,125,298 1,218,606 SH   SOLE   1,217,481 0 1,125
Berkshire Hathaway Inc CL A 084670108   317,291,769 597 SH   SOLE   596 0 1
Berkshire Hathaway Inc CL B NEW 084670702   284,011,252 810,766 SH   SOLE   792,880 0 17,886
BigCommerce Holdings Inc COM SER 1 08975P108   12,723,872 1,289,146 SH   SOLE   1,162,116 0 127,030
Biogen Inc COM 09062X103   468,576,088 1,823,182 SH   SOLE   1,780,259 0 42,923
Biohaven LTD COM G1110E107   11,235,620 431,973 SH   SOLE   431,848 0 125
BioMarin Pharmaceutical Inc COM 09061G101   38,171,953 431,419 SH   SOLE   303,388 0 128,031
BioNTech SE SPONSORED ADS 09075V102   52,595,425 484,126 SH   SOLE   465,788 0 18,338
Bio-Techne Corp COM 09073M104   73,173,991 1,074,982 SH   SOLE   1,074,260 0 722
BJ's Wholesale Club Holdings Inc COM 05550J101   273,399,865 3,830,739 SH   SOLE   3,830,138 0 601
BlackRock Inc COM 09247X101   43,722,065 67,630 SH   SOLE   50,318 0 17,312
Blackstone Inc COM 09260D107   74,270,707 693,212 SH   SOLE   693,212 0 0
Block Inc CL A 852234103   54,112,284 1,222,600 SH   SOLE   1,201,595 0 21,005
Bloom Energy Corp COM CL A 093712107   81,066,156 6,113,586 SH   SOLE   5,800,740 0 312,846
Bloomin' Brands Inc COM 094235108   63,665,811 2,589,094 SH   SOLE   2,436,836 0 152,258
Blue Owl Capital Inc COM CL A 09581B103   60,316,142 4,654,023 SH   SOLE   4,649,995 0 4,028
Boeing Co/The COM 097023105   842,625 4,396 SH   SOLE   4,396 0 0
Booking Holdings Inc COM 09857L108   53,432,518 17,326 SH   SOLE   12,126 0 5,200
Boston Scientific Corp COM 101137107   288,816 5,470 SH   SOLE   5,470 0 0
BP PLC SPONSORED ADR 055622104   4,978,652 128,581 SH   SOLE   120,313 0 8,268
Bristol-Myers Squibb Co COM 110122108   6,526,366 112,446 SH   SOLE   112,446 0 0
Broadcom Inc COM 11135F101   1,465,995,192 1,765,026 SH   SOLE   1,723,788 0 41,238
Brookfield Infrastructure Partners LP LP INT UNIT G16252101   51,937,305 1,766,575 SH   SOLE   1,766,575 0 0
Brookfield Renewable Corp CL A SUB VTG 11284V105   27,552,190 1,150,885 SH   SOLE   842,998 0 307,887
Brookfield Renewable Partners LP PARTNERSHIP UNIT G16258108   2,534,470 116,581 SH   SOLE   116,581 0 0
Bumble Inc COM CL A 12047B105   750,178 50,280 SH   SOLE   50,280 0 0
Burlington Stores Inc COM 122017106   71,600,489 529,198 SH   SOLE   501,969 0 27,229
BWX Technologies Inc COM 05605H100   101,066,474 1,347,912 SH   SOLE   1,328,127 0 19,785
Cactus Inc CL A 127203107   104,009,688 2,071,493 SH   SOLE   2,071,034 0 459
Cadence Bank COM 12740C103   1,118,273 52,699 SH   SOLE   52,699 0 0
CAE Inc COM 124765108   110,161,450 4,717,835 SH   SOLE   4,715,827 0 2,008
Calavo Growers Inc COM 128246105   16,095,550 637,953 SH   SOLE   637,785 0 168
Canadian Pacific Kansas City Ltd COM 13646K108   413,927,350 5,562,792 SH   SOLE   5,460,447 0 102,345
Capital One Financial Corp COM 14040H105   288,284,974 2,970,479 SH   SOLE   2,905,341 0 65,138
Cara Therapeutics Inc COM 140755109   1,632,304 971,610 SH   SOLE   882,652 0 88,958
CareMax Inc COM CL A 14171W103   2,643,836 1,247,093 SH   SOLE   1,147,681 0 99,412
Carrier Global Corp COM 14448C104   4,166,606 75,482 SH   SOLE   75,482 0 0
Casey's General Stores Inc COM 147528103   355,095,681 1,307,807 SH   SOLE   1,283,229 0 24,578
Caterpillar Inc COM 149123101   3,878,511 14,207 SH   SOLE   14,207 0 0
CBRE Group Inc CL A 12504L109   41,300,444 559,172 SH   SOLE   500,748 0 58,424
CDW Corp/DE COM 12514G108   32,214,218 159,666 SH   SOLE   159,188 0 478
Century Communities Inc COM 156504300   18,918,170 283,291 SH   SOLE   257,010 0 26,281
Certara Inc COM 15687V109   60,049,035 4,129,920 SH   SOLE   4,129,701 0 219
ChampionX Corp COM 15872M104   175,989,922 4,940,761 SH   SOLE   4,940,088 0 673
Charles River Laboratories International Inc COM 159864107   342,179,994 1,745,994 SH   SOLE   1,685,140 0 60,854
Charles Schwab Corp/The COM 808513105   210,999,112 3,843,335 SH   SOLE   3,598,910 0 244,425
Charter Communications Inc CL A 16119P108   144,446,665 328,422 SH   SOLE   321,407 0 7,015
Cheniere Energy Partners LP COM UNIT 16411Q101   59,956,791 1,106,418 SH   SOLE   1,106,418 0 0
Chesapeake Energy Corp COM 165167735   247,345,976 2,868,445 SH   SOLE   2,767,713 0 100,732
Chevron Corp COM 166764100   345,932,844 2,051,553 SH   SOLE   2,039,644 0 11,909
Chipotle Mexican Grill Inc COM 169656105   6,154,949 3,360 SH   SOLE   3,210 0 150
Chubb Ltd COM H1467J104   43,599,635 209,432 SH   SOLE   183,869 0 25,563
Cintas Corp COM 172908105   25,012,520 52,000 SH   SOLE   52,000 0 0
Cisco Systems Inc COM 17275R102   307,487,553 5,719,635 SH   SOLE   5,319,055 0 400,580
Clean Energy Fuels Corp COM 184499101   1,309,178 341,822 SH   SOLE   0 0 341,822
Clean Harbors Inc COM 184496107   117,557,982 702,426 SH   SOLE   691,474 0 10,952
Clear Secure Inc COM CL A 18467V109   31,187,501 1,637,999 SH   SOLE   1,560,280 0 77,719
CME Group Inc COM 12572Q105   160,370,436 800,971 SH   SOLE   767,282 0 33,689
CNH Industrial NV SHS N20944109   57,109,622 4,719,803 SH   SOLE   4,108,175 0 611,628
CNX Resources Corp COM 12653C108   12,947,624 573,411 SH   SOLE   573,156 0 255
Coca-Cola Co/The COM 191216100   494,014,907 8,824,846 SH   SOLE   8,674,139 0 150,707
Coca-Cola Femsa SAB de CV SPONSORD ADR REP 191241108   7,538,973 96,111 SH   SOLE   65,402 0 30,709
Cohen & Steers Inc COM 19247A100   80,865,586 1,289,928 SH   SOLE   1,289,928 0 0
Colgate-Palmolive Co COM 194162103   59,338,861 834,466 SH   SOLE   654,177 0 180,290
Comcast Corp CL A 20030N101   1,544,648,392 34,836,454 SH   SOLE   34,021,594 0 814,860
Commercial Metals Co COM 201723103   10,830,614 219,199 SH   SOLE   199,814 0 19,385
CommVault Systems Inc COM 204166102   15,825,133 234,065 SH   SOLE   213,420 0 20,645
Confluent Inc CLASS A COM 20717M103   12,953,753 437,479 SH   SOLE   371,612 0 65,867
ConocoPhillips COM 20825C104   296,044,742 2,471,158 SH   SOLE   2,452,656 0 18,502
Consolidated Edison Inc COM 209115104   1,898,130 22,193 SH   SOLE   21,056 0 1,137
Constellation Brands Inc CL A 21036P108   111,434,444 443,379 SH   SOLE   412,769 0 30,610
Constellation Energy Corp COM 21037T109   130,132,697 1,193,002 SH   SOLE   1,166,473 0 26,529
CONSTELLUM SE CL A SHS F21107101   15,076,300 828,368 SH   SOLE   750,961 0 77,407
Cooper Cos Inc/The COM NEW 216648402   31,837,889 100,116 SH   SOLE   70,660 0 29,456
Copart Inc COM 217204106   101,684,299 2,359,812 SH   SOLE   2,128,144 0 231,668
COPT Defense Properties SHS BEN INT 22002T108   18,662,137 783,136 SH   SOLE   711,738 0 71,398
Corebridge Financial Inc COM 21871X109   10,731,125 543,348 SH   SOLE   519,097 0 24,251
Corning Inc COM 219350105   2,967,412 97,388 SH   SOLE   97,388 0 0
Corteva Inc COM 22052L104   44,693,271 873,598 SH   SOLE   836,708 0 36,890
CoStar Group Inc COM 22160N109   40,840,798 531,159 SH   SOLE   530,444 0 715
Costco Wholesale Corp COM 22160K105   83,360,572 147,551 SH   SOLE   110,834 0 36,717
Coty Inc COM CL A 222070203   160,258,853 14,608,829 SH   SOLE   14,180,246 0 428,583
Crane Co COMMON STOCK 224408104   10,379,861 116,838 SH   SOLE   105,194 0 11,644
Crane NXT Co COM 224441105   10,780,590 194,000 SH   SOLE   174,824 0 19,176
Crestwood Equity Partners LP UNIT LTD PARTNER 226344208   78,504,602 2,683,918 SH   SOLE   2,683,918 0 0
CRH PLC ORD G25508105   167,305,410 3,070,951 SH   SOLE   3,010,237 0 60,714
Crocs Inc COM 227046109   46,536,384 527,444 SH   SOLE   467,521 0 59,923
CrossAmerica Partners LP UT LTD PTN INT 22758A105   15,022,602 692,605 SH   SOLE   692,605 0 0
Crowdstrike Holdings Inc CL A 22788C105   543,666,103 3,248,095 SH   SOLE   3,161,107 0 86,988
Crown Holdings Inc COM 228368106   18,696,331 211,306 SH   SOLE   211,122 0 184
CryoPort Inc COM PAR $0.001 229050307   17,209,828 1,255,276 SH   SOLE   1,255,220 0 56
CSX Corp COM 126408103   1,915,024 62,277 SH   SOLE   62,277 0 0
Cummins Inc COM 231021106   204,243 894 SH   SOLE   894 0 0
Custom Truck One Source Inc COM CL A 23204X103   11,215,106 1,808,888 SH   SOLE   1,648,007 0 160,881
CVS Health Corp COM 126650100   52,303,270 749,116 SH   SOLE   546,711 0 202,405
Danaher Corp COM 235851102   70,829,741 285,489 SH   SOLE   217,819 0 67,670
Darden Restaurants Inc COM 237194105   1,122,415 7,837 SH   SOLE   7,837 0 0
Datadog Inc CL A COM 23804L103   19,499,545 214,069 SH   SOLE   185,276 0 28,793
Deere & Co COM 244199105   200,078,739 530,178 SH   SOLE   491,599 0 38,579
Definitive Healthcare Corp CLASS A COM 24477E103   18,045,385 2,258,496 SH   SOLE   2,258,436 0 60
Delek Logistics Partners LP COM UNT RP INT 24664T103   17,027,984 405,718 SH   SOLE   405,718 0 0
Devon Energy Corp COM 25179M103   567,010 11,887 SH   SOLE   11,887 0 0
DexCom Inc COM 252131107   303,096,205 3,248,620 SH   SOLE   3,159,754 0 88,866
Diageo PLC SPON ADR NEW 25243Q205   355,661,380 2,384,109 SH   SOLE   2,338,630 0 45,479
Digital Realty Trust Inc COM 253868103   24,229,777 200,213 SH   SOLE   200,213 0 0
DocuSign Inc COM 256163106   106,148,104 2,527,336 SH   SOLE   2,397,350 0 129,986
Dolby Laboratories Inc COM CL A 25659T107   200,578,114 2,530,635 SH   SOLE   2,462,990 0 67,645
Doximity Inc CL A 26622P107   128,021,632 6,033,065 SH   SOLE   5,903,467 0 129,598
DT Midstream Inc COMMON STOCK 23345M107   30,890,734 583,725 SH   SOLE   583,725 0 0
DTE Energy Co COM 233331107   67,205,810 676,932 SH   SOLE   667,305 0 9,627
Duke Energy Corp COM NEW 26441C204   1,218,959 13,811 SH   SOLE   13,811 0 0
DuPont de Nemours Inc COM 26614N102   3,771,718 50,566 SH   SOLE   50,166 0 400
Dutch Bros Inc CL A 26701L100   20,079,586 863,638 SH   SOLE   863,565 0 73
Dynatrace Inc COM NEW 268150109   69,021,659 1,477,031 SH   SOLE   1,477,031 0 0
Eagle Materials Inc COM 26969P108   17,053,941 102,414 SH   SOLE   102,364 0 50
Eastman Chemical Co COM 277432100   65,313,629 851,325 SH   SOLE   851,014 0 311
Eaton Corp PLC SHS G29183103   928,106,846 4,351,589 SH   SOLE   4,135,649 0 215,940
Ecolab Inc COM 278865100   127,719,438 753,952 SH   SOLE   674,787 0 79,165
Edison International COM 281020107   432,318,115 6,830,749 SH   SOLE   6,677,972 0 152,777
Element Solutions Inc COM 28618M106   32,241,871 1,644,155 SH   SOLE   1,643,784 0 371
Elevance Health Inc COM 036752103   142,830,547 328,029 SH   SOLE   320,776 0 7,253
Eli Lilly & Co COM 532457108   510,803,621 950,987 SH   SOLE   933,493 0 17,494
Emerson Electric Co COM 291011104   88,026,782 911,533 SH   SOLE   903,430 0 8,103
Enbridge Inc COM 29250N105   567,775,260 17,106,817 SH   SOLE   16,781,087 0 325,730
Encore Capital Group Inc COM 292554102   15,900,281 332,920 SH   SOLE   303,685 0 29,235
Endeavor Group Holdings Inc CL A COM 29260Y109   85,586,933 4,300,851 SH   SOLE   4,061,307 0 239,544
Energy Transfer LP COM UT LTD PTN 29273V100   300,899,600 21,446,871 SH   SOLE   21,446,871 0 0
EnerSys COM 29275Y102   15,767,953 166,557 SH   SOLE   151,946 0 14,611
Enphase Energy Inc COM 29355A107   473,031 3,937 SH   SOLE   3,937 0 0
Entegris Inc COM 29362U104   2,336,869 24,884 SH   SOLE   24,884 0 0
Enterprise Products Partners LP COM 293792107   353,583,368 12,918,647 SH   SOLE   12,916,547 0 2,100
Envestnet Inc COM 29404K106   52,524,257 1,192,920 SH   SOLE   1,192,624 0 296
EQT Corp COM 26884L109   457,601,674 11,276,532 SH   SOLE   11,090,270 0 186,262
Equinix Inc COM 29444U700   548,077,691 754,658 SH   SOLE   719,578 0 35,080
Equinor ASA SPONSORED ADR 29446M102   232,940 7,104 SH   SOLE   7,104 0 0
Equitable Holdings Inc COM 29452E101   82,941,003 2,921,487 SH   SOLE   2,867,330 0 54,157
Equitrans Midstream Corp COM 294600101   13,586,969 1,450,050 SH   SOLE   1,450,050 0 0
Equity Lifestyle Properties Inc COM 29472R108   5,558,315 87,244 SH   SOLE   87,244 0 0
ERO Copper Corp COM 296006109   344,800 20,000 SH   SOLE   0 0 20,000
Essent Group Ltd COM G3198U102   12,170,512 257,359 SH   SOLE   257,260 0 99
Estee Lauder Cos Inc/The CL A 518439104   329,627,053 2,280,367 SH   SOLE   2,225,337 0 55,030
Etsy Inc COM 29786A106   185,779,391 2,876,733 SH   SOLE   2,764,176 0 112,557
Euronet Worldwide Inc COM 298736109   41,564,661 523,616 SH   SOLE   490,263 0 33,353
Everbridge Inc COM 29978A104   45,453,053 2,027,344 SH   SOLE   1,949,716 0 77,628
Everest Group Ltd COM G3223R108   106,368,286 286,190 SH   SOLE   281,303 0 4,887
Evergy Inc COM 30034W106   2,038,495 40,207 SH   SOLE   40,207 0 0
Everi Holdings Inc COM 30034T103   19,357,919 1,464,290 SH   SOLE   1,333,873 0 130,417
Eversource Energy COM 30040W108   28,653,187 492,746 SH   SOLE   491,841 0 905
Exelon Corp COM 30161N101   60,165,491 1,592,101 SH   SOLE   1,516,510 0 75,591
Expedia Group Inc COM NEW 30212P303   97,857,016 949,423 SH   SOLE   923,469 0 25,954
Extra Space Storage Inc COM 30225T102   17,275,966 142,095 SH   SOLE   142,095 0 0
Extreme Networks Inc COM 30226D106   7,657,170 316,281 SH   SOLE   285,660 0 30,621
Exxon Mobil Corp COM 30231G102   203,637,507 1,731,906 SH   SOLE   1,722,942 0 8,964
Fastenal Co COM 311900104   489,083 8,951 SH   SOLE   8,951 0 0
Federal Agricultural Mortgage Corp CL C 313148306   987,520 6,400 SH   SOLE   6,400 0 0
FedEx Corp COM 31428X106   1,341,820 5,065 SH   SOLE   4,765 0 300
Ferguson PLC SHS G3421J106   1,674,590 10,229 SH   SOLE   10,229 0 0
Fidelity National Information Services Inc COM 31620M106   256,175 4,635 SH   SOLE   2,848 0 1,787
Fifth Third Bancorp COM 316773100   12,054,774 475,909 SH   SOLE   475,046 0 863
First Busey Corp COM NEW 319383204   432,450 22,500 SH   SOLE   22,500 0 0
First Horizon Corp COM 320517105   42,912,089 3,894,019 SH   SOLE   3,894,019 0 0
Fiserv Inc COM 337738108   132,262,224 1,170,877 SH   SOLE   1,137,745 0 33,132
Five Below Inc COM 33829M101   103,157,460 641,128 SH   SOLE   624,215 0 16,913
Floor & Decor Holdings Inc CL A 339750101   22,973,063 253,846 SH   SOLE   253,846 0 0
Flowserve Corp COM 34354P105   29,744,699 747,918 SH   SOLE   747,918 0 0
Fluence Energy Inc COM CL A 34379V103   27,229,310 1,184,398 SH   SOLE   1,184,398 0 0
Fortinet Inc COM 34959E109   81,019,593 1,380,702 SH   SOLE   1,229,845 0 150,857
Forward Air Corp COM 349853101   46,149,974 671,370 SH   SOLE   671,178 0 192
Fox Factory Holding Corp COM 35138V102   153,491,531 1,549,168 SH   SOLE   1,530,228 0 18,940
Franklin U.S. Core Bond ETF US CORE BOND ETF 35473P553   564,292 27,513 SH   SOLE   27,513 0 0
Freeport-McMoRan Inc CL B 35671D857   553,211,963 14,835,397 SH   SOLE   14,468,125 0 367,272
Fresenius Medical Care AG & Co KGaA SPONSORED ADR 358029106   239,223 11,106 SH   SOLE   0 0 11,106
Freshworks Inc CLASS A COM 358054104   35,928,270 1,803,628 SH   SOLE   1,803,628 0 0
Gambling.com Group LTD ORDINARY SHARES G3R239101   9,514,210 727,386 SH   SOLE   669,039 0 58,347
Gaming and Leisure Properties Inc COM 36467J108   19,314,151 424,021 SH   SOLE   424,021 0 0
GATX Corp COM 361448103   40,420,531 371,410 SH   SOLE   347,849 0 23,561
Gen Digital Inc COM 668771108   21,273,952 1,203,278 SH   SOLE   1,100,480 0 102,798
General Electric Co COM NEW 369604301   904,631 8,183 SH   SOLE   8,183 0 0
General Mills Inc COM 370334104   883,062 13,800 SH   SOLE   13,800 0 0
General Motors Co COM 37045V100   152,025,455 4,611,024 SH   SOLE   4,509,333 0 101,691
Genesis Energy LP UNIT LTD PARTN 371927104   33,655,852 3,261,226 SH   SOLE   3,261,226 0 0
Genuine Parts Co COM 372460105   2,321,775 16,081 SH   SOLE   16,081 0 0
Gilead Sciences Inc COM 375558103   340,526,238 4,543,985 SH   SOLE   4,269,395 0 274,590
Gitlab Inc CLASS A COM 37637K108   15,790,824 349,200 SH   SOLE   306,065 0 43,135
Global Medical REIT Inc COM NEW 37954A204   3,600,944 401,443 SH   SOLE   401,443 0 0
Global Payments Inc COM 37940X102   2,048,173 17,750 SH   SOLE   17,750 0 0
Globant SA COM L44385109   25,242,100 127,582 SH   SOLE   127,582 0 0
Goldman Sachs Group Inc/The COM 38141G104   60,560,677 187,164 SH   SOLE   186,298 0 866
Gray Television Inc COM 389375106   8,826,220 1,275,465 SH   SOLE   1,161,731 0 113,734
Green Plains Inc COM 393222104   2,522,260 83,796 SH   SOLE   47,963 0 35,833
Green Plains Partners LP COM REP PTR IN 393221106   2,976,000 200,000 SH   SOLE   200,000 0 0
Grocery Outlet Holding Corp COM 39874R101   73,090,431 2,533,464 SH   SOLE   2,532,956 0 508
Group 1 Automotive Inc COM 398905109   19,173,676 71,355 SH   SOLE   64,883 0 6,472
GSK PLC SPONSORED ADR 37733W204   1,099,390 30,328 SH   SOLE   32 0 30,296
Guardant Health Inc COM 40131M109   54,079,898 1,824,558 SH   SOLE   1,747,745 0 76,813
GXO Logistics Inc COMMON STOCK 36262G101   168,079,524 2,865,806 SH   SOLE   2,802,153 0 63,653
H&E Equipment Services Inc COM 404030108   110,483,640 2,558,084 SH   SOLE   2,502,285 0 55,799
Haleon PLC SPON ADS 405552100   216,325,952 25,969,502 SH   SOLE   24,791,889 0 1,177,613
Halliburton Co COM 406216101   939,600 23,200 SH   SOLE   23,200 0 0
Hamilton Lane Inc CL A 407497106   111,596,691 1,233,931 SH   SOLE   1,233,640 0 291
Hartford Financial Services Group Inc/The COM 416515104   160,404,616 2,262,087 SH   SOLE   2,075,574 0 186,513
Hasbro Inc COM 418056107   45,726,889 691,365 SH   SOLE   690,129 0 1,236
Hayward Holdings Inc COM 421298100   38,353,071 2,720,076 SH   SOLE   2,719,409 0 667
HDFC Bank Ltd SPONSORED ADS 40415F101   1,144,971 19,403 SH   SOLE   19,403 0 0
HealthEquity Inc COM 42226A107   161,051,498 2,204,675 SH   SOLE   2,083,258 0 121,417
Helmerich & Payne Inc COM 423452101   13,434,686 318,660 SH   SOLE   318,529 0 131
Hershey Co/The COM 427866108   1,262,505 6,310 SH   SOLE   6,310 0 0
Hess Corp COM 42809H107   44,742,860 292,437 SH   SOLE   280,186 0 12,251
Hess Midstream LP CL A SHS 428103105   76,433,770 2,623,885 SH   SOLE   2,623,885 0 0
HF Sinclair Corp COM 403949100   17,953,736 315,365 SH   SOLE   315,231 0 134
Hillman Solutions Corp COM 431636109   39,197,245 4,751,181 SH   SOLE   4,442,715 0 308,466
Holly Energy Partners LP COM UT LTD PTN 435763107   30,005,419 1,366,367 SH   SOLE   1,366,367 0 0
Hologic Inc COM 436440101   25,397,624 365,960 SH   SOLE   257,965 0 107,995
Home Bancshares Inc/AR COM 436893200   18,429,083 880,090 SH   SOLE   804,459 0 75,631
Home Depot Inc/The COM 437076102   687,262,344 2,274,498 SH   SOLE   2,176,815 0 97,683
Honeywell International Inc COM 438516106   266,255,144 1,441,243 SH   SOLE   1,426,651 0 14,592
Horizon Therapeutics Plc SHS G46188101   12,251,687 105,901 SH   SOLE   105,901 0 0
Houlihan Lokey Inc CL A 441593100   126,347,556 1,179,495 SH   SOLE   1,178,641 0 854
Howard Hughes Holdings Inc COM 44267T102   22,606,981 304,964 SH   SOLE   304,964 0 0
HSBC Holdings PLC SPON ADR NEW 404280406   303,724 7,697 SH   SOLE   0 0 7,697
HubSpot Inc COM 443573100   673,156,181 1,366,815 SH   SOLE   1,323,526 0 43,289
Huntsman Corp COM 447011107   14,466,300 592,881 SH   SOLE   592,881 0 0
ICF International Inc COM 44925C103   16,581,125 137,250 SH   SOLE   123,723 0 13,527
ICICI Bank Ltd ADR 45104G104   611,293 26,440 SH   SOLE   6,068 0 20,372
ICON PLC SHS G4705A100   309,644,850 1,257,441 SH   SOLE   1,237,769 0 19,672
IDEX Corp COM 45167R104   69,663,667 334,889 SH   SOLE   334,889 0 0
Idexx Laboratories Inc COM 45168D104   18,556,405 42,437 SH   SOLE   42,345 0 92
Illinois Tool Works Inc COM 452308109   103,827,623 450,817 SH   SOLE   439,276 0 11,541
Independent Bank Corp COM 453836108   14,824,573 301,988 SH   SOLE   275,773 0 26,215
indie Semiconductor Inc CLASS A COM 45569U101   7,583,532 1,203,735 SH   SOLE   1,085,194 0 118,541
Insulet Corp COM 45784P101   228,211,035 1,430,880 SH   SOLE   1,384,782 0 46,098
Integra LifeSciences Holdings Corp COM NEW 457985208   104,714,010 2,741,922 SH   SOLE   2,741,437 0 485
Integral Ad Science Holding Corp COM 45828L108   38,998,188 3,279,915 SH   SOLE   3,189,484 0 90,431
Intel Corp COM 458140100   730,063,456 20,536,244 SH   SOLE   20,055,593 0 480,651
Intercontinental Exchange Inc COM 45866F104   102,209,303 929,007 SH   SOLE   924,598 0 4,409
International Business Machines Corp COM 459200101   4,827,162 34,406 SH   SOLE   34,406 0 0
International Flavors & Fragrances Inc COM 459506101   7,854,888 115,225 SH   SOLE   115,225 0 0
International Paper Co COM 460146103   2,595,171 73,165 SH   SOLE   72,565 0 600
Intra-Cellular Therapies Inc COM 46116X101   73,113,555 1,403,601 SH   SOLE   1,386,314 0 17,287
Intuit Inc COM 461202103   413,178,359 808,663 SH   SOLE   787,245 0 21,418
Intuitive Surgical Inc COM NEW 46120E602   563,200,343 1,926,855 SH   SOLE   1,877,709 0 49,146
Ionis Pharmaceuticals Inc COM 462222100   219,573,912 4,840,695 SH   SOLE   4,726,916 0 113,779
Iridium Communications Inc COM 46269C102   98,692,323 2,169,539 SH   SOLE   2,168,994 0 545
iShares 0-3 Month Treasury Bond ETF 0-3 MNTH TREASRY 46436E718   4,355,186 43,262 SH   SOLE   0 0 43,262
iShares 1-3 Year Treasury Bond ETF 1 3 YR TREAS BD 464287457   2,923,503 36,106 SH   SOLE   36,106 0 0
iShares 5-10 Year Investment Grade Corporate Bond ETF ISHS 5-10YR INVT 464288638   233,325 4,796 SH   SOLE   4,796 0 0
iShares Broad USD Investment Grade Corporate Bond ETF USD INV GRDE ETF 464288620   481,517 10,017 SH   SOLE   10,017 0 0
iShares Core S&P Mid-Cap ETF CORE S&P MCP ETF 464287507   539,344 2,163 SH   SOLE   2,163 0 0
iShares Core S&P Small-Cap ETF CORE S&P SCP ETF 464287804   518,155 5,493 SH   SOLE   5,493 0 0
iShares Core S&P U.S. Growth ETF CORE S&P US GWT 464287671   1,973,128 20,807 SH   SOLE   20,807 0 0
iShares Core U.S. Aggregate Bond ETF CORE US AGGBD ET 464287226   231,903 2,466 SH   SOLE   2,466 0 0
iShares MSCI EAFE ETF MSCI EAFE ETF 464287465   415,588 6,030 SH   SOLE   6,030 0 0
iShares Preferred & Income Securities ETF PFD AND INCM SEC 464288687   3,352,137 111,182 SH   SOLE   111,182 0 0
iShares Russell 1000 Growth ETF RUS 1000 GRW ETF 464287614   1,598,068 6,008 SH   SOLE   6,008 0 0
iShares Russell 1000 Value ETF RUS 1000 VAL ETF 464287598   459,711 3,028 SH   SOLE   745 0 2,283
iShares Russell Mid-Cap Growth ETF RUS MD CP GR ETF 464287481   216,956 2,375 SH   SOLE   2,375 0 0
iShares Trust iShares 1-5 Year Investment Grade Corporate Bond ETF ISHS 1-5YR INVS 464288646   249,449 5,006 SH   SOLE   5,006 0 0
Itau Unibanco Holding SA SPON ADR REP PFD 465562106   2,289,984 426,440 SH   SOLE   226,475 0 199,965
Itron Inc COM 465741106   15,976,762 263,730 SH   SOLE   239,953 0 23,777
Jacobs Solutions Inc COM 46982L108   546,000 4,000 SH   SOLE   4,000 0 0
Jamf Holding Corp COM 47074L105   36,344,487 2,058,012 SH   SOLE   2,057,917 0 95
Janus International Group Inc COMMON STOCK 47103N106   11,236,492 1,050,139 SH   SOLE   959,045 0 91,094
Johnson & Johnson COM 478160104   971,001,912 6,234,362 SH   SOLE   6,034,075 0 200,287
Johnson Controls International plc SHS G51502105   375,045,476 7,048,402 SH   SOLE   6,866,094 0 182,308
JPMorgan Chase & Co COM 46625H100   1,134,319,168 7,821,812 SH   SOLE   7,538,171 0 283,641
Karuna Therapeutics Inc COM 48576A100   15,960,405 94,390 SH   SOLE   94,390 0 0
Kenvue Inc COM 49177J102   9,725,166 484,321 SH   SOLE   484,321 0 0
Keysight Technologies Inc COM 49338L103   86,721,100 655,439 SH   SOLE   564,599 0 90,840
Kimberly-Clark Corp COM 494368103   5,045,372 41,749 SH   SOLE   41,449 0 300
Kinder Morgan Inc COM 49456B101   146,486,358 8,835,124 SH   SOLE   8,797,128 0 37,996
Kite Realty Group Trust COM NEW 49803T300   19,527,133 911,631 SH   SOLE   832,366 0 79,265
KKR & Co Inc COM 48251W104   68,776,708 1,116,505 SH   SOLE   998,218 0 118,287
Klaviyo Inc COM SER A 49845K101   64,316,042 1,864,233 SH   SOLE   1,821,243 0 42,990
Korn Ferry COM NEW 500643200   12,118,615 255,451 SH   SOLE   232,457 0 22,994
Kroger Co/The COM 501044101   4,948,410 110,579 SH   SOLE   110,579 0 0
L3Harris Technologies Inc COM 502431109   393,738,234 2,261,304 SH   SOLE   2,188,689 0 72,615
Lam Research Corp COM 512807108   129,667,409 206,882 SH   SOLE   190,086 0 16,796
Lamar Advertising Co CL A 512816109   34,028,883 407,678 SH   SOLE   362,214 0 45,464
Lamb Weston Holdings Inc COM 513272104   1,442,006 15,596 SH   SOLE   15,596 0 0
Lantheus Holdings Inc COM 516544103   25,754,047 370,668 SH   SOLE   356,967 0 13,701
Las Vegas Sands Corp COM 517834107   27,961,575 609,982 SH   SOLE   609,982 0 0
Lattice Semiconductor Corp COM 518415104   152,897,395 1,779,325 SH   SOLE   1,778,906 0 419
Lennar Corp CL A 526057104   3,205,678 28,563 SH   SOLE   28,563 0 0
Liberty Broadband Corp COM SER C 530307305   67,491,233 739,063 SH   SOLE   721,175 0 17,888
Liberty Media Corp-Liberty Formula One COM LBTY ONE S C 531229755   108,398,260 1,739,940 SH   SOLE   1,702,739 0 37,201
Liberty Media Corp-Liberty Formula One COM LBTY ONE S A 531229771   9,896,173 175,030 SH   SOLE   167,822 0 7,208
LINDE PLC SHS G54950103   778,094,210 2,089,685 SH   SOLE   2,043,546 0 46,139
Lithia Motors Inc COM 536797103   35,318,820 119,591 SH   SOLE   114,144 0 5,447
Live Nation Entertainment Inc COM 538034109   98,664,792 1,188,160 SH   SOLE   1,150,043 0 38,117
Livent Corp COM 53814L108   19,487,625 1,058,535 SH   SOLE   1,058,340 0 195
Lockheed Martin Corp COM 539830109   24,135,060 59,016 SH   SOLE   59,016 0 0
Loews Corp COM 540424108   1,104,126 17,440 SH   SOLE   17,440 0 0
Lowe's Cos Inc COM 548661107   69,566,542 334,712 SH   SOLE   300,515 0 34,197
LXP Industrial Trust COM 529043101   11,796,517 1,325,451 SH   SOLE   1,211,876 0 113,575
M&T Bank Corp COM 55261F104   43,304,538 342,464 SH   SOLE   327,113 0 15,351
Macy's Inc COM 55616P104   1,454,164 125,251 SH   SOLE   42,451 0 82,800
Madison Square Garden Entertainment Corp COM CL A 558256103   33,679,469 1,023,381 SH   SOLE   1,023,381 0 0
Madison Square Garden Sports Corp CL A 55825T103   134,880,607 765,063 SH   SOLE   765,063 0 0
Magnolia Oil & Gas Corp CL A 559663109   20,769,946 906,589 SH   SOLE   906,210 0 379
Maravai LifeSciences Holdings Inc COM CL A 56600D107   30,795,929 3,079,593 SH   SOLE   3,000,958 0 78,635
Marriott International Inc/MD CL A 571903202   473,120 2,407 SH   SOLE   2,407 0 0
Marsh & McLennan Cos Inc COM 571748102   635,709,638 3,340,566 SH   SOLE   3,251,157 0 89,409
Marten Transport Ltd COM 573075108   15,683,688 795,722 SH   SOLE   725,609 0 70,113
Martin Marietta Materials Inc COM 573284106   96,908,317 236,085 SH   SOLE   230,839 0 5,246
Marvell Technology Inc COM 573874104   178,393,955 3,295,658 SH   SOLE   3,183,378 0 112,280
Masonite International Corp COM 575385109   121,100,370 1,299,081 SH   SOLE   1,298,106 0 975
MasterCard Inc CL A 57636Q104   301,731,057 762,120 SH   SOLE   745,152 0 16,968
Matador Resources Co COM 576485205   107,862,462 1,813,424 SH   SOLE   1,813,101 0 323
Match Group Inc COM 57667L107   89,084,410 2,274,302 SH   SOLE   2,187,966 0 86,336
MAXIMUS Inc COM 577933104   41,623,421 557,357 SH   SOLE   557,357 0 0
McCormick & Co Inc/MD COM NON VTG 579780206   41,954,105 554,655 SH   SOLE   395,674 0 158,981
McDonald's Corp COM 580135101   1,623,844 6,164 SH   SOLE   6,164 0 0
McGrath RentCorp COM 580589109   20,606,168 205,568 SH   SOLE   205,519 0 49
McKesson Corp COM 58155Q103   151,662,203 348,769 SH   SOLE   341,198 0 7,571
MDC Holdings Inc COM 552676108   445,284 10,800 SH   SOLE   10,800 0 0
Medtronic PLC SHS G5960L103   45,493,221 580,567 SH   SOLE   553,516 0 27,051
Melco Resorts & Entertainment Ltd ADR 585464100   6,465,200 653,711 SH   SOLE   411,048 0 242,663
MercadoLibre Inc COM 58733R102   145,205,225 114,526 SH   SOLE   104,294 0 10,232
Merck & Co Inc COM 58933Y105   749,558,267 7,280,799 SH   SOLE   7,159,702 0 121,097
Meritage Homes Corp COM 59001A102   1,264,166 10,329 SH   SOLE   10,329 0 0
Meta Platforms Inc CL A 30303M102   1,799,126,414 5,992,893 SH   SOLE   5,845,340 0 147,553
MetLife Inc COM 59156R108   264,662,676 4,207,005 SH   SOLE   4,111,980 0 95,025
Mettler-Toledo International Inc COM 592688105   30,396,576 27,432 SH   SOLE   27,432 0 0
MGIC Investment Corp COM 552848103   95,911,627 5,746,652 SH   SOLE   5,620,853 0 125,799
Microchip Technology Inc COM 595017104   808,598 10,360 SH   SOLE   10,360 0 0
Micron Technology Inc COM 595112103   129,978,962 1,910,612 SH   SOLE   1,862,008 0 48,604
Microsoft Corp COM 594918104   4,636,326,323 14,683,535 SH   SOLE   14,183,790 0 499,745
Mirum Pharmaceuticals Inc COM 604749101   510,782 16,164 SH   SOLE   2,664 0 13,500
Mitsubishi UFJ Financial Group Inc SPONSORED ADS 606822104   7,712,095 908,374 SH   SOLE   565,766 0 342,608
Model N Inc COM 607525102   61,329,343 2,512,468 SH   SOLE   2,512,277 0 191
Mondelez International Inc CL A 609207105   502,158,284 7,235,710 SH   SOLE   7,093,705 0 142,005
MongoDB Inc CL A 60937P106   674,081 1,949 SH   SOLE   1,949 0 0
Monolithic Power Systems Inc COM 609839105   187,728,363 406,338 SH   SOLE   406,275 0 63
Monster Beverage Corp COM 61174X109   597,884,264 11,291,488 SH   SOLE   10,846,129 0 445,359
Moog Inc CL A 615394202   30,853,149 273,133 SH   SOLE   273,062 0 71
Morgan Stanley COM NEW 617446448   70,250,495 860,175 SH   SOLE   663,844 0 196,331
Motorola Solutions Inc COM NEW 620076307   176,251,238 647,411 SH   SOLE   632,661 0 14,750
MP Materials Corp COM CL A 553368101   10,016,056 524,401 SH   SOLE   472,892 0 51,509
MPLX LP COM UNIT REP LTD 55336V100   179,600,969 5,049,226 SH   SOLE   5,049,226 0 0
MSC Industrial Direct Co Inc CL A 553530106   48,134,527 490,418 SH   SOLE   437,898 0 52,520
MSCI Inc COM 55354G100   3,498,693 6,819 SH   SOLE   6,819 0 0
Murphy Oil Corp COM 626717102   13,762,183 303,466 SH   SOLE   303,466 0 0
Murphy USA Inc COM 626755102   131,687,597 385,356 SH   SOLE   374,794 0 10,562
National Bank Holdings Corp CL A 633707104   1,172,693 39,405 SH   SOLE   39,405 0 0
National Grid PLC SPONSORED ADR NE 636274409   5,824,421 96,065 SH   SOLE   95,365 0 700
National Health Investors Inc COM 63633D104   1,431,814 27,878 SH   SOLE   27,878 0 0
National Vision Holdings Inc COM 63845R107   70,027,372 4,328,021 SH   SOLE   4,327,842 0 179
nCino Inc COM 63947X101   17,398,380 547,119 SH   SOLE   546,999 0 120
NCR Corp COM 62886E108   89,887,983 3,332,888 SH   SOLE   3,227,978 0 104,910
Netflix Inc COM 64110L106   1,051,122,994 2,783,694 SH   SOLE   2,713,196 0 70,498
Neurocrine Biosciences Inc COM 64125C109   35,099,663 311,997 SH   SOLE   311,997 0 0
New Oriental Education & Technology Group Inc SPON ADR 647581206   3,805,876 65,002 SH   SOLE   43,437 0 21,565
New Relic Inc COM 64829B100   81,070,410 946,863 SH   SOLE   909,203 0 37,660
Newmont Corp COM 651639106   1,047,311 28,344 SH   SOLE   28,344 0 0
NextEra Energy Inc COM 65339F101   319,565,294 5,578,029 SH   SOLE   5,450,659 0 127,370
NEXTracker Inc CLASS A COM 65290E101   6,047,855 150,594 SH   SOLE   150,594 0 0
Nice Ltd SPONSORED ADR 653656108   87,843,211 516,725 SH   SOLE   507,752 0 8,973
NIKE Inc CL B 654106103   446,557,385 4,670,125 SH   SOLE   4,439,495 0 230,630
nLight Inc COM 65487K100   18,956,867 1,822,776 SH   SOLE   1,749,699 0 73,077
NMI Holdings Inc CL A 629209305   17,786,924 656,586 SH   SOLE   614,435 0 42,151
Noble Corp PLC ORD SHS A G65431127   171,883,660 3,393,557 SH   SOLE   3,285,626 0 107,931
Norfolk Southern Corp COM 655844108   649,869 3,300 SH   SOLE   3,300 0 0
Northrop Grumman Corp COM 666807102   381,705,194 867,137 SH   SOLE   852,842 0 14,295
NorthWestern Corp COM NEW 668074305   1,632,214 33,962 SH   SOLE   33,962 0 0
Novanta Inc COM 67000B104   25,373,680 176,894 SH   SOLE   176,861 0 33
Novartis AG SPONSORED ADR 66987V109   368,456 3,617 SH   SOLE   3,117 0 500
Novo Nordisk A/S ADR 670100205   202,351,379 2,225,109 SH   SOLE   2,045,447 0 179,662
Nucor Corp COM 670346105   4,546,532 29,079 SH   SOLE   27,672 0 1,407
NuStar Energy LP UNIT COM 67058H102   37,490,419 2,149,680 SH   SOLE   2,149,680 0 0
nVent Electric PLC SHS G6700G107   40,448,115 763,316 SH   SOLE   682,912 0 80,404
NVIDIA Corp COM 67066G104   2,289,359,504 5,263,016 SH   SOLE   5,105,229 0 157,787
NXP Semiconductors NV COM N6596X109   6,231,508 31,170 SH   SOLE   31,170 0 0
Olin Corp COM PAR $1 680665205   37,379,027 747,880 SH   SOLE   730,083 0 17,797
Olink Holding AB SPONSORED ADS 680710100   22,041,240 1,494,321 SH   SOLE   1,494,205 0 116
Omnicell Inc COM 68213N109   60,123,134 1,334,883 SH   SOLE   1,320,651 0 14,232
ON Semiconductor Corp COM 682189105   41,676,735 448,378 SH   SOLE   397,494 0 50,884
ONE Gas Inc COM 68235P108   9,796,297 143,472 SH   SOLE   143,414 0 58
OneMain Holdings Inc COM 68268W103   46,232,939 1,153,229 SH   SOLE   1,047,951 0 105,278
Oneok Inc COM 682680103   201,943,306 3,183,719 SH   SOLE   3,182,067 0 1,652
Onto Innovation Inc COM 683344105   25,126,158 197,037 SH   SOLE   197,037 0 0
Oportun Financial Corp COM 68376D104   798,243 110,560 SH   SOLE   110,560 0 0
Option Care Health Inc COM NEW 68404L201   986,675 30,500 SH   SOLE   30,500 0 0
Oracle Corp COM 68389X105   712,315,975 6,725,038 SH   SOLE   6,597,438 0 127,600
Ormat Technologies Inc COM 686688102   22,663,309 324,132 SH   SOLE   230,435 0 93,697
OSI Systems Inc COM 671044105   46,126,140 390,767 SH   SOLE   390,654 0 113
Otis Worldwide Corp COM 68902V107   111,533,123 1,388,783 SH   SOLE   1,354,267 0 34,516
Oxford Industries Inc COM 691497309   13,511,706 140,557 SH   SOLE   128,004 0 12,553
Pacira BioSciences Inc COM 695127100   35,265,887 1,149,475 SH   SOLE   1,149,383 0 92
PagerDuty Inc COM 69553P100   92,067,687 4,093,717 SH   SOLE   4,092,711 0 1,006
Palo Alto Networks Inc COM 697435105   728,295,763 3,106,534 SH   SOLE   3,017,132 0 89,402
Paramount Global 5.75% CONV PFD A 92556H305   5,394,917 303,939 SH   SOLE   303,939 0 0
Parker-Hannifin Corp COM 701094104   350,568 900 SH   SOLE   900 0 0
Paychex Inc COM 704326107   9,318,203 80,796 SH   SOLE   80,796 0 0
Paycor HCM Inc COM 70435P102   129,729,657 5,682,420 SH   SOLE   5,584,184 0 98,236
Paylocity Holding Corp COM 70438V106   3,001,139 16,517 SH   SOLE   16,493 0 24
Paymentus Holdings Inc COM CL A 70439P108   12,417,514 748,043 SH   SOLE   668,556 0 79,487
PayPal Holdings Inc COM 70450Y103   384,285,396 6,573,476 SH   SOLE   6,411,024 0 162,452
Penske Automotive Group Inc COM 70959W103   384,238 2,300 SH   SOLE   2,300 0 0
Penumbra Inc COM 70975L107   218,982,365 905,222 SH   SOLE   905,068 0 154
PepsiCo Inc COM 713448108   255,052,981 1,505,270 SH   SOLE   1,481,298 0 23,972
Performance Food Group Co COM 71377A103   373,684,197 6,348,695 SH   SOLE   6,144,743 0 203,952
Pfizer Inc COM 717081103   317,937,117 9,585,080 SH   SOLE   9,417,804 0 167,276
Phillips 66 COM 718546104   2,604,852 21,680 SH   SOLE   21,280 0 400
Photronics Inc COM 719405102   13,844,793 685,047 SH   SOLE   624,767 0 60,280
PIMCO Strategic Income Fund Inc COM 72200X104   99,950 18,823 SH   SOLE   18,823 0 0
Pinterest Inc CL A 72352L106   184,356,570 6,820,443 SH   SOLE   6,666,547 0 153,896
Pioneer Natural Resources Co COM 723787107   748,271,220 3,259,731 SH   SOLE   3,177,879 0 81,852
PJT Partners Inc COM CL A 69343T107   87,778,863 1,104,971 SH   SOLE   1,104,731 0 240
Plains All American Pipeline LP UNIT LTD PARTN 726503105   104,930,556 6,849,253 SH   SOLE   6,849,253 0 0
Plains GP Holdings LP LTD PARTNR INT A 72651A207   134,554,022 8,347,024 SH   SOLE   8,347,024 0 0
Playstudios Inc CLASS A COM 72815G108   5,491,645 1,726,932 SH   SOLE   1,562,933 0 163,999
PNC Financial Services Group Inc/The COM 693475105   202,146,189 1,646,544 SH   SOLE   1,613,110 0 33,434
Portland General Electric Co COM NEW 736508847   17,290,602 427,139 SH   SOLE   377,234 0 49,905
POSCO Holdings Inc SPONSORED ADR 693483109   3,143,983 30,673 SH   SOLE   0 0 30,673
PotlatchDeltic Corp COM 737630103   15,665,327 345,127 SH   SOLE   314,299 0 30,828
PPG Industries Inc COM 693506107   478,128,623 3,683,580 SH   SOLE   3,615,909 0 67,671
PPL Corp COM 69351T106   21,690,809 920,663 SH   SOLE   920,663 0 0
Prestige Consumer Healthcare Inc COM 74112D101   15,915,773 278,296 SH   SOLE   253,493 0 24,803
Primoris Services Corp COM 74164F103   17,987,495 549,572 SH   SOLE   500,006 0 49,566
Procore Technologies Inc COM 74275K108   33,580,751 514,096 SH   SOLE   514,096 0 0
Procter & Gamble Co/The COM 742718109   628,635,746 4,309,857 SH   SOLE   4,150,976 0 158,881
PROG Holdings Inc COM NPV 74319R101   14,228,987 428,455 SH   SOLE   389,855 0 38,600
Progressive Corp/The COM 743315103   259,161,649 1,860,457 SH   SOLE   1,832,448 0 28,009
Progyny Inc COM 74340E103   134,056,517 3,940,521 SH   SOLE   3,694,906 0 245,615
ProLogis Inc COM 74340W103   68,890,465 613,942 SH   SOLE   500,997 0 112,945
Public Service Enterprise Group Inc COM 744573106   608,197 10,687 SH   SOLE   10,468 0 219
PUBLIC STORAGE COM 74460D109   173,269,501 657,519 SH   SOLE   642,606 0 14,913
QUALCOMM Inc COM 747525103   33,681,506 303,273 SH   SOLE   301,159 0 2,114
Qualys Inc COM 74758T303   54,610,834 357,986 SH   SOLE   357,902 0 84
QuidelOrtho Corp COM 219798105   32,980,637 451,542 SH   SOLE   426,528 0 25,014
R1 RCM Inc COM 77634L105   14,893,314 988,276 SH   SOLE   891,541 0 96,735
Rapid7 Inc COM 753422104   12,530,243 273,706 SH   SOLE   246,438 0 27,268
Raymond James Financial Inc COM 754730109   12,737,434 126,829 SH   SOLE   126,674 0 155
RBC Bearings Inc COM 75524B104   246,539,347 1,053,002 SH   SOLE   1,052,756 0 246
Redwood Trust Inc COM 758075402   13,066,173 1,832,563 SH   SOLE   1,676,464 0 156,099
Regal Rexnord Corp COM 758750103   125,462,481 878,097 SH   SOLE   782,864 0 95,233
RELX PLC SPONSORED ADR 759530108   72,371,148 2,147,512 SH   SOLE   2,023,034 0 124,478
Rentokil Initial PLC SPONSORED ADR 760125104   79,497,005 2,145,668 SH   SOLE   2,095,651 0 50,017
Resideo Technologies Inc COM 76118Y104   43,016,311 2,722,551 SH   SOLE   2,718,738 0 3,813
Revvity Inc COM 714046109   10,397,940 93,929 SH   SOLE   83,495 0 10,434
Reynolds Consumer Products Inc COM 76171L106   634,727 24,765 SH   SOLE   24,765 0 0
Rhythm Pharmaceuticals Inc COM 76243J105   4,191,264 182,825 SH   SOLE   165,051 0 17,774
RLJ Lodging Trust COM 74965L101   12,796,424 1,307,091 SH   SOLE   1,193,465 0 113,626
Ross Stores Inc COM 778296103   71,470,060 632,758 SH   SOLE   632,084 0 674
Royal Gold Inc COM 780287108   37,040,906 348,358 SH   SOLE   348,358 0 0
RTX Corp COM 75513E101   787,246,858 10,938,542 SH   SOLE   10,697,102 0 241,440
Rush Enterprises Inc CL A 781846209   19,079,665 467,295 SH   SOLE   424,426 0 42,869
S&P Global Inc COM 78409V104   597,233,436 1,634,420 SH   SOLE   1,589,081 0 45,339
S&T Bancorp Inc COM 783859101   1,152,335 42,553 SH   SOLE   42,553 0 0
Salesforce Inc COM 79466L302   723,424,121 3,567,532 SH   SOLE   3,412,946 0 154,586
Sanofi SPONSORED ADR 80105N105   9,903,539 184,630 SH   SOLE   112,438 0 72,192
SAP SE SPON ADR 803054204   305,569,341 2,362,893 SH   SOLE   2,264,526 0 98,367
SBA Communications Corp CL A 78410G104   58,328,787 291,396 SH   SOLE   260,425 0 30,971
Schlumberger NV COM STK 806857108   36,153,579 620,130 SH   SOLE   620,130 0 0
Seagate Technology Holdings PLC ORD SHS G7997R103   192,834,599 2,923,951 SH   SOLE   2,837,315 0 86,636
Sempra COM 816851109   826,855,112 12,154,272 SH   SOLE   11,893,332 0 260,940
Sensata Technologies Holding SHS G8060N102   46,085,430 1,223,074 SH   SOLE   1,083,660 0 139,414
Sensient Technologies Corp COM 81725T100   25,072,432 428,735 SH   SOLE   428,360 0 375
SentinelOne Inc CL A 81730H109   31,608,470 1,874,761 SH   SOLE   1,729,374 0 145,387
Service Corp International/US COM 817565104   22,893,787 400,661 SH   SOLE   400,175 0 486
ServiceNow Inc COM 81762P102   260,497,685 466,040 SH   SOLE   429,150 0 36,890
Shell PLC SPON ADS 780259305   5,885,815 91,423 SH   SOLE   89,255 0 2,168
Sherwin-Williams Co/The COM 824348106   679,107,998 2,662,647 SH   SOLE   2,599,855 0 62,792
Shift4 Payments Inc CL A 82452J109   112,155,123 2,025,558 SH   SOLE   2,025,212 0 346
Shinhan Financial Group Co Ltd SPN ADR RESTRD 824596100   1,890,414 71,363 SH   SOLE   46,962 0 24,401
Shoals Technologies Group Inc CL A 82489W107   159,570,830 8,743,607 SH   SOLE   8,119,899 0 623,708
Shockwave Medical Inc COM 82489T104   14,407,672 72,364 SH   SOLE   72,364 0 0
Shopify Inc CL A 82509L107   101,047,490 1,851,704 SH   SOLE   1,716,242 0 135,462
Silicon Laboratories Inc COM 826919102   21,295,946 183,760 SH   SOLE   183,760 0 0
Silk Road Medical Inc COM 82710M100   25,871,434 1,725,913 SH   SOLE   1,725,843 0 70
SiteOne Landscape Supply Inc COM 82982L103   20,026,384 122,523 SH   SOLE   122,523 0 0
Six Flags Entertainment Corp COM 83001A102   33,973,923 1,445,084 SH   SOLE   1,371,054 0 74,030
SMART Global Holdings Inc SHS G8232Y101   39,923,009 1,639,549 SH   SOLE   1,525,246 0 114,303
Smartsheet Inc COM CL A 83200N103   30,619,723 756,790 SH   SOLE   756,790 0 0
Snowflake Inc CL A 833445109   255,229,692 1,670,679 SH   SOLE   1,625,775 0 44,904
SolarEdge Technologies Inc COM 83417M104   72,675,839 561,160 SH   SOLE   494,061 0 67,099
Sony Group Corp SPONSORED ADR 835699307   134,199,400 1,628,436 SH   SOLE   1,569,809 0 58,627
Southern Co/The COM 842587107   3,951,156 61,050 SH   SOLE   61,050 0 0
SPDR Gold Shares GOLD SHS 78463V107   591,674 3,451 SH   SOLE   3,451 0 0
SPDR S&P 500 ETF Trust TR UNIT 78462F103   2,342,163 5,479 SH   SOLE   1,588 0 3,891
Splunk Inc COM 848637104   354,289,151 2,422,490 SH   SOLE   2,353,825 0 68,665
Spotify Technology SA SHS L8681T102   1,023,408 6,618 SH   SOLE   6,618 0 0
Sprout Social Inc COM CL A 85209W109   118,649,428 2,378,697 SH   SOLE   2,323,059 0 55,638
SPX Technologies Inc COM 78473E103   5,363,039 65,885 SH   SOLE   65,885 0 0
STAAR Surgical Co COM PAR $0.01 852312305   21,693,383 539,905 SH   SOLE   539,794 0 111
Starbucks Corp COM 855244109   120,894,244 1,324,578 SH   SOLE   1,286,494 0 38,084
STERIS PLC SHS USD G8473T100   30,890,448 140,782 SH   SOLE   140,639 0 143
Sterling Check Corp COM 85917T109   10,163,817 805,374 SH   SOLE   733,056 0 72,318
Stevanato Group SPA ORD SHS T9224W109   45,374,830 1,526,744 SH   SOLE   1,526,744 0 0
Stride Inc COM 86333M108   12,581,179 279,396 SH   SOLE   251,716 0 27,680
Stryker Corp COM 863667101   566,796,609 2,074,127 SH   SOLE   2,025,929 0 48,198
Suburban Propane Partners LP UNIT LTD PARTN 864482104   10,905,638 679,479 SH   SOLE   679,479 0 0
Summit Materials Inc CL A 86614U100   95,323,806 3,061,137 SH   SOLE   2,905,191 0 155,946
Sun Communities Inc COM 866674104   32,046,264 270,798 SH   SOLE   270,527 0 271
Suncor Energy Inc COM 867224107   272,805,230 7,934,998 SH   SOLE   7,793,314 0 141,684
Sunnova Energy International Inc COM 86745K104   670,405 64,031 SH   SOLE   0 0 64,031
Sunoco LP COM UT REP LP 86765K109   26,720,826 545,880 SH   SOLE   545,880 0 0
Surgery Partners Inc COM 86881A100   154,378,827 5,277,909 SH   SOLE   5,080,343 0 197,566
Synopsys Inc COM 871607107   38,848,139 84,642 SH   SOLE   59,544 0 25,098
Sysco Corp COM 871829107   3,827,267 57,945 SH   SOLE   57,945 0 0
Taiwan Semiconductor Manufacturing Co Ltd SPONSORED ADS 874039100   40,428,661 465,232 SH   SOLE   465,232 0 0
Targa Resources Corp COM 87612G101   132,807,282 1,549,315 SH   SOLE   1,549,315 0 0
Target Corp COM 87612E106   187,832,335 1,698,764 SH   SOLE   1,629,834 0 68,930
TC Energy Corp COM 87807B107   64,654,840 1,878,955 SH   SOLE   1,810,056 0 68,899
TE Connectivity Ltd SHS H84989104   745,086,664 6,031,625 SH   SOLE   5,884,950 0 146,675
Teck Resources Ltd CL B 878742204   19,835,490 460,327 SH   SOLE   460,327 0 0
Tecnoglass, Inc. ORD SHS G87264100   9,837,080 298,455 SH   SOLE   269,531 0 28,924
Teledyne Technologies Inc COM 879360105   98,514,746 241,115 SH   SOLE   240,937 0 178
Teleflex Inc COM 879369106   25,379,421 129,217 SH   SOLE   129,109 0 108
Templeton Global Income Fund COM 880198106   42,460 11,000 SH   SOLE   11,000 0 0
Tenet Healthcare Corp COM NEW 88033G407   303,687 4,609 SH   SOLE   0 0 4,609
Tennant Co COM 880345103   62,292,986 840,094 SH   SOLE   839,894 0 200
Terex Corp COM 880779103   19,367,584 336,126 SH   SOLE   305,498 0 30,628
Tesla Inc COM 88160R101   314,573,686 1,257,188 SH   SOLE   1,228,096 0 29,092
Texas Capital Bancshares Inc COM 88224Q107   13,354,362 226,729 SH   SOLE   204,934 0 21,795
Texas Instruments Inc COM 882508104   137,912,498 867,320 SH   SOLE   844,395 0 22,925
Textainer Group Holdings Ltd SHS G8766E109   23,309,206 625,751 SH   SOLE   576,850 0 48,901
Thermo Fisher Scientific Inc COM 883556102   847,852,287 1,675,035 SH   SOLE   1,613,068 0 61,967
Third Coast Bancshares Inc COM 88422P109   871,262 50,951 SH   SOLE   50,951 0 0
Thomson Reuters Corp COM 884903808   125,365,030 1,024,894 SH   SOLE   1,002,996 0 21,898
TJX Cos Inc/The COM 872540109   473,335,727 5,325,559 SH   SOLE   5,236,704 0 88,855
TKO Group Holdings Inc CL A 87256C101   118,378,083 1,408,257 SH   SOLE   1,388,842 0 19,415
T-Mobile US Inc COM 872590104   409,039,615 2,920,668 SH   SOLE   2,854,162 0 66,506
Topgolf Callaway Brands Corp COM 131193104   22,911,940 1,655,487 SH   SOLE   1,655,487 0 0
TotalEnergies SE SPONSORED ADS 89151E109   125,655,182 1,910,815 SH   SOLE   1,849,642 0 61,173
Tractor Supply Co COM 892356106   3,225,069 15,883 SH   SOLE   15,405 0 478
Trade Desk Inc/The COM CL A 88339J105   1,626,380 20,811 SH   SOLE   20,811 0 0
Tradeweb Markets Inc CL A 892672106   60,232,381 751,027 SH   SOLE   751,027 0 0
Trane Technologies PLC SHS G8994E103   47,360,006 233,404 SH   SOLE   164,153 0 69,251
Travelers Cos Inc/The COM 89417E109   747,267,246 4,575,759 SH   SOLE   4,424,880 0 150,879
Trex Co Inc COM 89531P105   290,729,540 4,717,338 SH   SOLE   4,471,525 0 245,813
Trico Bancshares COM 896095106   1,099,141 34,316 SH   SOLE   34,316 0 0
Trinity Capital Inc COM 896442308   2,726,079 195,839 SH   SOLE   195,839 0 0
Trupanion Inc COM 898202106   24,390,661 864,917 SH   SOLE   864,649 0 268
Uber Technologies Inc COM 90353T100   620,617,680 13,494,622 SH   SOLE   13,187,691 0 306,931
UBS Group AG SHS H42097107   4,849,570 196,737 SH   SOLE   191,365 0 5,372
Ultragenyx Pharmaceutical Inc COM 90400D108   81,765,784 2,293,570 SH   SOLE   2,259,652 0 33,918
Unilever PLC SPON ADR NEW 904767704   6,797,843 137,608 SH   SOLE   81,742 0 55,866
Union Pacific Corp COM 907818108   840,701,797 4,128,575 SH   SOLE   4,040,692 0 87,883
United Airlines Holdings Inc COM 910047109   32,289,705 763,350 SH   SOLE   763,350 0 0
United Parcel Service Inc CL B 911312106   903,267,388 5,795,005 SH   SOLE   5,656,918 0 138,087
United Rentals Inc COM 911363109   22,850,072 51,398 SH   SOLE   51,398 0 0
UnitedHealth Group Inc COM 91324P102   3,138,820,951 6,225,472 SH   SOLE   6,025,077 0 200,395
Unity Software Inc COM 91332U101   90,230,111 2,874,486 SH   SOLE   2,794,803 0 79,683
Universal Health Services Inc CL B 913903100   694,407 5,523 SH   SOLE   5,523 0 0
Unum Group COM 91529Y106   1,689,332 34,343 SH   SOLE   33,649 0 694
US Bancorp COM NEW 902973304   164,581,886 4,978,278 SH   SOLE   4,910,786 0 67,492
Utilities Select Sector SPDR Fund SBI INT-UTILS 81369Y886   1,673,141 28,392 SH   SOLE   28,392 0 0
Utz Brands Inc COM CL A 918090101   11,403,147 849,080 SH   SOLE   771,163 0 77,917
Valaris LTD CL A G9460G101   16,975,850 226,405 SH   SOLE   226,311 0 94
VanEck Gold Miners ETF/USA GOLD MINERS ETF 92189F106   427,869 15,900 SH   SOLE   15,900 0 0
Vanguard International Dividend Appreciation ETF INTL DVD ETF 921946810   213,990 3,000 SH   SOLE   3,000 0 0
Vanguard Short-Term Inflation-Protected Securities ETF STRM INFPROIDX 922020805   1,602,792 33,900 SH   SOLE   33,900 0 0
Varonis Systems Inc COM 922280102   111,535,756 3,652,120 SH   SOLE   3,583,704 0 68,416
Veeva Systems Inc CL A COM 922475108   2,363,682 11,618 SH   SOLE   11,618 0 0
Veritex Holdings Inc COM 923451108   563,953 31,418 SH   SOLE   31,418 0 0
Verizon Communications Inc COM 92343V104   2,010,107 62,021 SH   SOLE   61,999 0 22
Vertex Pharmaceuticals Inc COM 92532F100   1,023,462,634 2,943,184 SH   SOLE   2,870,642 0 72,542
Vertiv Holdings Co COM CL A 92537N108   187,275,476 5,034,287 SH   SOLE   4,978,324 0 55,963
Viavi Solutions Inc COM 925550105   32,215,422 3,524,663 SH   SOLE   3,523,918 0 745
Visa Inc COM CL A 92826C839   2,265,499,419 9,849,569 SH   SOLE   9,550,765 0 298,804
Vista Outdoor Inc COM 928377100   20,647,008 623,400 SH   SOLE   623,156 0 244
Visteon Corp COM NEW 92839U206   10,409,230 75,391 SH   SOLE   68,035 0 7,356
Vistra Corp COM 92840M102   137,561,212 4,145,908 SH   SOLE   4,044,458 0 101,450
Vodafone Group PLC SPONSORED ADR 92857W308   2,303,936 243,031 SH   SOLE   164,506 0 78,525
Vulcan Materials Co COM 929160109   595,023,309 2,945,368 SH   SOLE   2,878,998 0 66,370
Wabash National Corp COM 929566107   2,244,338 106,266 SH   SOLE   52,666 0 53,600
Walkme LTD ORD SHS M97628107   8,586,040 905,700 SH   SOLE   826,043 0 79,657
Walmart Inc COM 931142103   285,174,068 1,783,118 SH   SOLE   1,760,149 0 22,969
WALT DISNEY COMPANY COM 254687106   208,307,515 2,570,111 SH   SOLE   2,390,944 0 179,167
Warner Bros Discovery Inc COM SER A 934423104   73,799,939 6,795,574 SH   SOLE   6,622,869 0 172,705
Washington Federal Inc COM 938824109   15,093,185 589,117 SH   SOLE   537,332 0 51,785
Waste Connections Inc COM 94106B101   46,095,150 343,968 SH   SOLE   310,768 0 33,200
Waste Management Inc COM 94106L109   455,013,551 2,984,870 SH   SOLE   2,933,031 0 51,839
Webster Financial Corp COM 947890109   207,314 5,143 SH   SOLE   5,143 0 0
WEC Energy Group Inc COM 92939U106   12,430,196 154,317 SH   SOLE   153,542 0 775
Wells Fargo & Co COM 949746101   155,941,702 3,816,488 SH   SOLE   3,711,786 0 104,702
Western Alliance Bancorp COM 957638109   1,329,223 28,915 SH   SOLE   28,915 0 0
Western Digital Corp COM 958102105   87,160,538 1,910,159 SH   SOLE   1,859,417 0 50,742
Western Midstream Partners LP COM UNIT LP INT 958669103   133,732,929 4,911,235 SH   SOLE   4,911,235 0 0
Westlake Chemical Partners LP COM UNIT RP LP 960417103   10,185,025 468,277 SH   SOLE   468,277 0 0
Weyerhaeuser Co COM NEW 962166104   533,427 17,398 SH   SOLE   16,609 0 789
Wheaton Precious Metals Corp COM 962879102   27,530,410 678,925 SH   SOLE   647,679 0 31,246
Williams Cos Inc/The COM 969457100   772,030,423 22,915,715 SH   SOLE   22,489,775 0 425,940
Williams-Sonoma Inc COM 969904101   37,364,842 240,443 SH   SOLE   169,058 0 71,385
Willis Towers Watson PLC SHS G96629103   361,083 1,728 SH   SOLE   0 0 1,728
WillScot Mobile Mini Holdings Corp COM CL A 971378104   233,294,435 5,609,388 SH   SOLE   5,369,377 0 240,011
Wingstop Inc COM 974155103   145,026,495 806,420 SH   SOLE   806,288 0 132
Wintrust Financial Corp COM 97650W108   18,437,146 244,201 SH   SOLE   219,554 0 24,647
Wix.com Ltd SHS M98068105   99,759,414 1,086,704 SH   SOLE   1,086,518 0 186
Wolfspeed Inc COM 977852102   192,335,135 5,048,166 SH   SOLE   4,947,750 0 100,416
Woodside Energy Group Ltd SPONSORED ADR 980228308   3,867,160 166,044 SH   SOLE   161,532 0 4,512
Workday Inc CL A 98138H101   461,137,323 2,146,322 SH   SOLE   2,071,076 0 75,246
Workiva Inc COM CL A 98139A105   39,372,447 388,518 SH   SOLE   387,835 0 683
WW Grainger Inc COM 384802104   668,115,779 965,709 SH   SOLE   938,648 0 27,061
Xometry Inc CLASS A COM 98423F109   17,894,423 1,053,853 SH   SOLE   1,053,585 0 268
XPO Inc COM 983793100   124,969,499 1,673,848 SH   SOLE   1,673,584 0 264
Zai Lab Ltd ADR 98887Q104   20,004,407 822,888 SH   SOLE   810,988 0 11,900
Zebra Technologies Corp CL A 989207105   25,906,845 109,529 SH   SOLE   105,459 0 4,070
Zeta Global Holdings Corp CL A 98956A105   24,654,853 2,952,677 SH   SOLE   2,952,677 0 0
Zoetis Inc CL A 98978V103   503,599,411 2,894,582 SH   SOLE   2,811,584 0 82,998