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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
10X GENOMICS INC CL A COM 88025U109 1,498 7,650 SH   SOLE   7,650 0 0
2U INC COM 90214J101 7,071 169,700 SH   SOLE   169,700 0 0
908 DEVICES INC COM 65443P102 11,519 297,257 SH   SOLE   283,477 0 13,780
ABBOTT LABS COM 002824100 681,767 5,880,847 SH   SOLE   5,606,182 0 274,665
ABIOMED INC COM 003654100 579,523 1,856,792 SH   SOLE   1,856,792 0 0
ACCURAY INC COM 004397105 3,797 840,000 SH   SOLE   840,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 535,800 5,614,000 SH   SOLE   5,365,650 0 248,350
ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109 8,969 219,500 SH   SOLE   219,500 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 4,289,226 7,323,998 SH   SOLE   7,044,938 0 279,060
AECOM COM 00766T100 1,373,626 21,693,401 SH   SOLE   20,427,213 0 1,266,188
AGILENT TECHNOLOGIES INC COM 00846U101 423,142 2,862,741 SH   SOLE   2,543,001 0 319,740
ALASKA AIR GROUP INC COM 011659109 305,601 5,067,177 SH   SOLE   5,067,177 0 0
ALBEMARLE CORP COM 012653101 593,064 3,520,505 SH   SOLE   3,303,980 0 216,525
ALCON AG ORD SHS H01301128 64,191 913,618 SH   SOLE   863,688 0 49,930
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 4,548 25,000 SH   SOLE   25,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 3,545,767 15,635,272 SH   SOLE   14,983,877 0 651,395
ALKERMES PLC SHS G01767105 160,812 6,558,420 SH   SOLE   6,320,200 0 238,220
ALLEGIANT TRAVEL CO COM 01748X102 1,891 9,750 SH   SOLE   9,750 0 0
ALLOGENE THERAPEUTICS INC COM 019770106 93,289 3,577,030 SH   SOLE   3,577,030 0 0
ALPHABET INC CAP STK CL A 02079K305 3,171,394 1,298,799 SH   SOLE   1,234,856 0 63,943
ALPHABET INC CAP STK CL C 02079K107 2,117,264 844,770 SH   SOLE   800,022 0 44,748
ALTAIR ENGR INC COM CL A 021369103 62,968 912,980 SH   SOLE   912,980 0 0
ALTICE USA INC CL A 02156K103 28,568 836,800 SH   SOLE   836,800 0 0
ALTRIA GROUP INC COM 02209S103 59,677 1,251,624 SH   SOLE   1,251,624 0 0
AMAZON COM INC COM 023135106 1,371,317 398,620 SH   SOLE   394,745 0 3,875
AMBARELLA INC SHS G037AX101 33,930 318,200 SH   SOLE   318,200 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 912,487 43,021,546 SH   SOLE   42,127,176 0 894,370
AMERICAN EXPRESS CO COM 025816109 3,106 18,800 SH   SOLE   18,800 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 24,613 633,550 SH   SOLE   439,450 0 194,100
AMETEK INC COM 031100100 172,821 1,294,540 SH   SOLE   1,255,040 0 39,500
AMGEN INC COM 031162100 3,960,711 16,249,072 SH   SOLE   15,729,052 0 520,020
AMICUS THERAPEUTICS INC COM 03152W109 17,786 1,845,000 SH   SOLE   1,845,000 0 0
ANALOG DEVICES INC COM 032654105 780,139 4,531,475 SH   SOLE   4,355,660 0 175,815
APPLE INC COM 037833100 319,500 2,332,800 SH   SOLE   2,332,800 0 0
APPLIED MATLS INC COM 038222105 654,105 4,593,435 SH   SOLE   4,350,080 0 243,355
ARBUTUS BIOPHARMA CORP COM 03879J100 1,515 500,000 SH   SOLE   500,000 0 0
ARENA PHARMACEUTICALS INC COM NEW 040047607 33,882 496,800 SH   SOLE   496,800 0 0
ARISTA NETWORKS INC COM 040413106 960 2,650 SH   SOLE   1,050 0 1,600
ARLO TECHNOLOGIES INC COM 04206A101 36,797 5,435,270 SH   SOLE   4,919,560 0 515,710
ARMSTRONG WORLD INDS INC NEW COM 04247X102 1,073 10,000 SH   SOLE   10,000 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 580,688 840,554 SH   SOLE   792,195 0 48,359
ASTRAZENECA PLC SPONSORED ADR 046353108 2,917,381 48,704,193 SH   SOLE   46,229,413 0 2,474,780
AT HOME GROUP INC COM 04650Y100 4,130 112,100 SH   SOLE   112,100 0 0
AUDACY INC CL A 05070N103 3,984 924,300 SH   SOLE   924,300 0 0
AUTODESK INC COM 052769106 177,475 608,000 SH   SOLE   608,000 0 0
AUTOZONE INC COM 053332102 7,871 5,275 SH   SOLE   5,275 0 0
AXCELIS TECHNOLOGIES INC COM NEW 054540208 92,749 2,294,630 SH   SOLE   2,294,630 0 0
AXON ENTERPRISE INC COM 05464C101 46,322 262,000 SH   SOLE   262,000 0 0
BAIDU INC SPON ADR REP A 056752108 1,936,089 9,495,285 SH   SOLE   9,157,105 0 338,180
BEIGENE LTD SPONSORED ADR 07725L102 1,324,013 3,857,960 SH   SOLE   3,812,360 0 45,600
BERKELEY LTS INC COM 084310101 970 21,658 SH   SOLE   21,658 0 0
BEYOND MEAT INC COM 08862E109 2,961 18,800 SH   SOLE   18,800 0 0
BIOGEN INC COM 09062X103 5,699,087 16,458,506 SH   SOLE   15,918,022 0 540,484
BIOMARIN PHARMACEUTICAL INC COM 09061G101 1,498,004 17,953,066 SH   SOLE   17,039,863 0 913,203
BIONTECH SE SPONSORED ADS 09075V102 1,021,063 4,560,758 SH   SOLE   4,304,268 0 256,490
BJS WHSL CLUB HLDGS INC COM 05550J101 40,238 845,700 SH   SOLE   845,700 0 0
BK OF AMERICA CORP COM 060505104 1,664,996 40,383,131 SH   SOLE   38,620,076 0 1,763,055
BLACKBERRY LTD COM 09228F103 508,959 41,649,670 SH   SOLE   40,908,920 0 740,750
BLOOM ENERGY CORP COM CL A 093712107 1,333 49,600 SH   SOLE   49,600 0 0
BOOT BARN HLDGS INC COM 099406100 6,304 75,000 SH   SOLE   75,000 0 0
BOSTON SCIENTIFIC CORP COM 101137107 1,711,274 40,020,445 SH   SOLE   39,103,518 0 916,927
BRIDGEBIO PHARMA INC COM 10806X102 27,241 446,860 SH   SOLE   446,860 0 0
BRINKER INTL INC COM 109641100 21,722 351,200 SH   SOLE   256,000 0 95,200
BRISTOL-MYERS SQUIBB CO COM 110122108 1,264,784 18,928,225 SH   SOLE   17,926,567 0 1,001,658
BURLINGTON STORES INC COM 122017106 179,429 557,250 SH   SOLE   557,250 0 0
CABOT OIL & GAS CORP COM 127097103 80,465 4,608,550 SH   SOLE   4,263,950 0 344,600
CALAVO GROWERS INC COM 128246105 7,350 115,900 SH   SOLE   115,900 0 0
CALITHERA BIOSCIENCES INC COM 13089P101 21,618 10,343,700 SH   SOLE   10,343,700 0 0
CAMECO CORP COM 13321L108 14,015 730,700 SH   SOLE   730,700 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 208,829 3,651,500 SH   SOLE   3,435,950 0 215,550
CARMAX INC COM 143130102 981,586 7,600,358 SH   SOLE   6,948,218 0 652,140
CARNIVAL CORP UNIT 99/99/9999 143658300 384,556 14,588,627 SH   SOLE   13,952,504 0 636,123
CARRIER GLOBAL CORPORATION COM 14448C104 245,680 5,055,152 SH   SOLE   4,967,552 0 87,600
CATERPILLAR INC COM 149123101 773,924 3,556,145 SH   SOLE   3,462,929 0 93,216
CBOE GLOBAL MKTS INC COM 12503M108 4,679 39,300 SH   SOLE   22,200 0 17,100
CELANESE CORP DEL COM 150870103 1,213 8,000 SH   SOLE   0 0 8,000
CERENCE INC COM 156727109 72,521 679,611 SH   SOLE   584,496 0 95,115
CERNER CORP COM 156782104 1,516 19,400 SH   SOLE   19,400 0 0
CERUS CORP COM 157085101 59,798 10,118,100 SH   SOLE   10,118,100 0 0
CHARLES RIV LABS INTL INC COM 159864107 135,209 365,510 SH   SOLE   365,510 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 211,868 293,670 SH   SOLE   293,670 0 0
CHEGG INC COM 163092109 152,066 1,829,700 SH   SOLE   1,829,700 0 0
CIENA CORP COM NEW 171779309 3,304 58,085 SH   SOLE   54,400 0 3,685
CISCO SYS INC COM 17275R102 474,731 8,957,190 SH   SOLE   8,479,983 0 477,207
CITIGROUP INC COM NEW 172967424 342,787 4,845,046 SH   SOLE   4,507,390 0 337,656
CME GROUP INC COM 12572Q105 233,125 1,096,130 SH   SOLE   996,130 0 100,000
COLFAX CORP COM 194014106 28,063 612,600 SH   SOLE   612,600 0 0
COMCAST CORP NEW CL A 20030N101 47,002 824,307 SH   SOLE   824,307 0 0
COMSCORE INC COM 20564W105 27,335 5,467,047 SH   SOLE   5,467,047 0 0
CONSTELLATION BRANDS INC CL A 21036P108 6,011 25,700 SH   SOLE   25,700 0 0
CONTROLADORA VUELA COMP DE A SPON ADR RP 10 21240E105 1,383 72,000 SH   SOLE   72,000 0 0
CORNERSTONE BLDG BRANDS INC COM 21925D109 3,000 165,000 SH   SOLE   165,000 0 0
CORNING INC COM 219350105 450,472 11,013,987 SH   SOLE   10,672,087 0 341,900
CORTEVA INC COM 22052L104 93,293 2,103,571 SH   SOLE   2,005,621 0 97,950
CREE INC COM 225447101 250,118 2,554,050 SH   SOLE   2,373,990 0 180,060
CROWDSTRIKE HLDGS INC CL A 22788C105 62,228 247,615 SH   SOLE   247,615 0 0
CSX CORP COM 126408103 135,775 4,232,400 SH   SOLE   4,232,400 0 0
CURTISS WRIGHT CORP COM 231561101 212,816 1,791,980 SH   SOLE   1,731,980 0 60,000
CVS HEALTH CORP COM 126650100 365,712 4,382,935 SH   SOLE   4,174,975 0 207,960
CYBERARK SOFTWARE LTD SHS M2682V108 13,294 102,050 SH   SOLE   102,050 0 0
DANAHER CORPORATION COM 235851102 16,645 62,026 SH   SOLE   62,026 0 0
DARDEN RESTAURANTS INC COM 237194105 7,562 51,800 SH   SOLE   51,800 0 0
DEERE & CO COM 244199105 181,219 513,790 SH   SOLE   513,790 0 0
DELL TECHNOLOGIES INC CL C 24703L202 46,987 471,429 SH   SOLE   453,919 0 17,510
DELTA AIR LINES INC DEL COM NEW 247361702 913,602 21,118,852 SH   SOLE   20,427,462 0 691,390
DESCARTES SYS GROUP INC COM 249906108 301,203 4,355,165 SH   SOLE   4,334,265 0 20,900
DIEBOLD NIXDORF INC COM STK 253651103 3,464 269,760 SH   SOLE   269,760 0 0
DIGIMARC CORP NEW COM 25381B101 3,383 101,000 SH   SOLE   101,000 0 0
DISCOVER FINL SVCS COM 254709108 485,084 4,100,802 SH   SOLE   3,984,369 0 116,433
DISNEY WALT CO COM 254687106 640,099 3,641,687 SH   SOLE   3,595,307 0 46,380
DOCUSIGN INC COM 256163106 8,590 30,725 SH   SOLE   30,725 0 0
DOLLAR TREE INC COM 256746108 134,410 1,350,850 SH   SOLE   1,257,000 0 93,850
DOORDASH INC CL A 25809K105 36,133 202,620 SH   SOLE   195,300 0 7,320
DOW INC COM 260557103 157,968 2,496,335 SH   SOLE   2,371,302 0 125,033
DUPONT DE NEMOURS INC COM 26614N102 173,492 2,241,203 SH   SOLE   2,140,699 0 100,504
EBAY INC. COM 278642103 194,141 2,765,150 SH   SOLE   2,765,150 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 251,209 2,425,500 SH   SOLE   2,425,500 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 1,070,878 30,869,932 SH   SOLE   29,817,828 0 1,052,104
ELECTRONIC ARTS INC COM 285512109 129,300 898,975 SH   SOLE   860,450 0 38,525
ENTEGRIS INC COM 29362U104 432,601 3,517,941 SH   SOLE   3,480,160 0 37,781
EOG RES INC COM 26875P101 262,888 3,150,629 SH   SOLE   3,150,629 0 0
EPIZYME INC COM 29428V104 127,039 15,287,477 SH   SOLE   15,287,477 0 0
EPR PPTYS COM SH BEN INT 26884U109 12,532 237,889 SH   SOLE   237,889 0 0
ERICSSON ADR B SEK 10 294821608 1,349,348 107,261,357 SH   SOLE   103,324,357 0 3,937,000
EXACT SCIENCES CORP COM 30063P105 71,578 575,800 SH   SOLE   575,800 0 0
FACEBOOK INC CL A 30303M102 452,261 1,300,685 SH   SOLE   1,291,685 0 9,000
FARO TECHNOLOGIES INC COM 311642102 5,848 75,200 SH   SOLE   75,200 0 0
FEDEX CORP COM 31428X106 4,115,212 13,794,161 SH   SOLE   13,289,663 0 504,498
FIBROGEN INC COM 31572Q808 334,035 12,543,548 SH   SOLE   11,525,898 0 1,017,650
FIDELITY NATL INFORMATION SV COM 31620M106 92,426 652,400 SH   SOLE   652,400 0 0
FIVE BELOW INC COM 33829M101 4,329 22,400 SH   SOLE   22,400 0 0
FLEX LTD ORD Y2573F102 1,045,482 58,504,867 SH   SOLE   55,183,398 0 3,321,469
FLUIDIGM CORP DEL COM 34385P108 32,908 5,342,153 SH   SOLE   5,342,153 0 0
FORMFACTOR INC COM 346375108 116,996 3,208,892 SH   SOLE   3,208,892 0 0
FREEPORT-MCMORAN INC CL B 35671D857 119,546 3,221,400 SH   SOLE   3,167,300 0 54,100
FRONTIER GROUP HLDGS INC COM 35909R108 954 56,000 SH   SOLE   56,000 0 0
GAN LTD SHS G3728V109 45,531 2,769,532 SH   SOLE   2,769,532 0 0
GENERAL DYNAMICS CORP COM 369550108 201,833 1,072,098 SH   SOLE   1,067,308 0 4,790
GIBRALTAR INDS INC COM 374689107 28,395 372,100 SH   SOLE   372,100 0 0
GILDAN ACTIVEWEAR INC COM 375916103 4,000 108,340 SH   SOLE   108,340 0 0
GLAUKOS CORP COM 377322102 37,707 444,500 SH   SOLE   444,500 0 0
GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 21,957 551,400 SH   SOLE   551,400 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 288,272 759,550 SH   SOLE   759,550 0 0
GREIF INC CL B 397624206 1,770 30,000 SH   SOLE   30,000 0 0
GUARDANT HEALTH INC COM 40131M109 17,505 140,952 SH   SOLE   140,952 0 0
HAWAIIAN HOLDINGS INC COM 419879101 7,686 315,401 SH   SOLE   315,401 0 0
HEALTH CATALYST INC COM 42225T107 12,935 233,015 SH   SOLE   233,015 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103 1,585 47,600 SH   SOLE   47,600 0 0
HESS CORP COM 42809H107 822,636 9,420,935 SH   SOLE   9,178,615 0 242,320
HEWLETT PACKARD ENTERPRISE C COM 42824C109 840,118 57,621,273 SH   SOLE   55,193,761 0 2,427,512
HILTON WORLDWIDE HLDGS INC COM 43300A203 71,596 593,565 SH   SOLE   593,565 0 0
HONEYWELL INTL INC COM 438516106 52,644 240,000 SH   SOLE   240,000 0 0
HP INC COM 40434L105 809,244 26,805,026 SH   SOLE   25,594,057 0 1,210,969
HUBSPOT INC COM 443573100 145,675 249,992 SH   SOLE   249,992 0 0
HUMANA INC COM 444859102 6,954 15,708 SH   SOLE   15,708 0 0
IDEX CORP COM 45167R104 94,960 431,540 SH   SOLE   370,040 0 61,500
ILLUMINA INC COM 452327109 337,327 712,848 SH   SOLE   687,280 0 25,568
IMAX CORP COM 45245E109 29,775 1,384,900 SH   SOLE   1,384,900 0 0
IMMUNOGEN INC COM 45253H101 5,297 803,827 SH   SOLE   803,827 0 0
INGEVITY CORP COM 45688C107 8,136 100,000 SH   SOLE   100,000 0 0
INSULET CORP COM 45784P101 403,003 1,468,080 SH   SOLE   1,468,080 0 0
INTEL CORP COM 458140100 1,960,328 34,918,555 SH   SOLE   32,747,524 0 2,171,031
INTUIT COM 461202103 1,155,853 2,358,066 SH   SOLE   2,286,616 0 71,450
IQVIA HLDGS INC COM 46266C105 147,058 606,877 SH   SOLE   603,072 0 3,805
IROBOT CORP COM 462726100 253,480 2,714,213 SH   SOLE   2,714,213 0 0
JABIL INC COM 466313103 220,594 3,795,500 SH   SOLE   3,413,700 0 381,800
JACOBS ENGR GROUP INC COM 469814107 928,230 6,957,202 SH   SOLE   6,568,317 0 388,885
JAMF HLDG CORP COM 47074L105 2,400 71,500 SH   SOLE   71,500 0 0
JELD-WEN HLDG INC COM 47580P103 3,122 118,900 SH   SOLE   118,900 0 0
JETBLUE AWYS CORP COM 477143101 271,118 16,157,225 SH   SOLE   15,377,722 0 779,503
JPMORGAN CHASE & CO COM 46625H100 1,988,917 12,787,174 SH   SOLE   12,207,305 0 579,869
KEYSIGHT TECHNOLOGIES INC COM 49338L103 233,699 1,513,495 SH   SOLE   1,378,675 0 134,820
KIRBY CORP COM 497266106 27,294 450,100 SH   SOLE   450,100 0 0
KLA CORP COM NEW 482480100 2,628,041 8,105,984 SH   SOLE   7,927,894 0 178,090
L BRANDS INC COM 501797104 458,811 6,367,064 SH   SOLE   6,026,155 0 340,909
L3HARRIS TECHNOLOGIES INC COM 502431109 67,244 311,100 SH   SOLE   311,100 0 0
LAS VEGAS SANDS CORP COM 517834107 61,747 1,171,900 SH   SOLE   1,171,900 0 0
LILLY ELI & CO COM 532457108 7,794,331 33,959,267 SH   SOLE   32,774,899 0 1,184,368
LINDE PLC SHS G5494J103 82,538 285,500 SH   SOLE   285,500 0 0
LIVANOVA PLC SHS G5509L101 338,436 4,023,725 SH   SOLE   3,980,575 0 43,150
LIVE NATION ENTERTAINMENT IN COM 538034109 91,381 1,043,285 SH   SOLE   1,015,355 0 27,930
LOWES COS INC COM 548661107 54,700 282,000 SH   SOLE   282,000 0 0
LPL FINL HLDGS INC COM 50212V100 27,536 204,000 SH   SOLE   204,000 0 0
LYFT INC CL A COM 55087P104 254,133 4,201,931 SH   SOLE   4,010,581 0 191,350
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 9,862 153,900 SH   SOLE   153,900 0 0
MADISON SQUARE GRDN ENTERTNM CL A 55826T102 35,855 427,001 SH   SOLE   427,001 0 0
MADISON SQUARE GRDN SPRT COR CL A 55825T103 1,169 6,773 SH   SOLE   6,773 0 0
MAGNITE INC COM 55955D100 9,018 266,500 SH   SOLE   266,500 0 0
MARKETAXESS HLDGS INC COM 57060D108 197,517 426,060 SH   SOLE   426,060 0 0
MARRIOTT INTL INC NEW CL A 571903202 139,120 1,019,046 SH   SOLE   1,012,246 0 6,800
MARRONE BIO INNOVATIONS INC COM 57165B106 3,194 1,924,000 SH   SOLE   1,924,000 0 0
MARSH & MCLENNAN COS INC COM 571748102 892,873 6,346,835 SH   SOLE   6,053,401 0 293,434
MASONITE INTL CORP COM 575385109 21,598 193,200 SH   SOLE   193,200 0 0
MASTERCARD INCORPORATED CL A 57636Q104 101,696 278,550 SH   SOLE   269,550 0 9,000
MATERIALISE NV SPONSORED ADS 57667T100 8,798 365,224 SH   SOLE   365,224 0 0
MATSON INC COM 57686G105 24,998 390,592 SH   SOLE   373,562 0 17,030
MATTEL INC COM 577081102 935,706 46,552,539 SH   SOLE   45,320,403 0 1,232,136
MAXAR TECHNOLOGIES INC COM 57778K105 35,818 897,240 SH   SOLE   897,240 0 0
MAXLINEAR INC COM 57776J100 192,752 4,536,402 SH   SOLE   4,168,280 0 368,122
MCDONALDS CORP COM 580135101 54,629 236,500 SH   SOLE   236,500 0 0
MEDTRONIC PLC SHS G5960L103 215,595 1,736,850 SH   SOLE   1,709,995 0 26,855
MERCK & CO INC COM 58933Y105 40,495 520,700 SH   SOLE   520,700 0 0
MEREO BIOPHARMA GROUP PLC ADS 589492107 1,550 488,938 SH   SOLE   488,938 0 0
MGM RESORTS INTERNATIONAL COM 552953101 36,528 856,450 SH   SOLE   856,450 0 0
MICRON TECHNOLOGY INC COM 595112103 3,709,569 43,652,263 SH   SOLE   42,839,252 0 813,011
MICROSOFT CORP COM 594918104 5,059,206 18,675,549 SH   SOLE   17,931,854 0 743,695
MISSION PRODUCE INC COM 60510V108 1,203 58,108 SH   SOLE   58,108 0 0
MONGODB INC CL A 60937P106 51,661 142,900 SH   SOLE   142,900 0 0
MORGAN STANLEY COM NEW 617446448 920,932 10,043,973 SH   SOLE   9,670,521 0 373,452
NEKTAR THERAPEUTICS COM 640268108 310,283 18,081,772 SH   SOLE   17,914,172 0 167,600
NETAPP INC COM 64110D104 1,872,429 22,884,731 SH   SOLE   21,965,201 0 919,530
NETFLIX INC COM 64110L106 2,905 5,500 SH   SOLE   5,500 0 0
NEW FORTRESS ENERGY INC COM CL A 644393100 1,833 48,400 SH   SOLE   48,400 0 0
NEWELL BRANDS INC COM 651229106 152,975 5,568,800 SH   SOLE   4,730,500 0 838,300
NLIGHT INC COM 65487K100 43,083 1,187,524 SH   SOLE   1,187,524 0 0
NMI HLDGS INC CL A 629209305 60,349 2,684,549 SH   SOLE   2,684,549 0 0
NN INC COM 629337106 24,814 3,376,100 SH   SOLE   3,230,700 0 145,400
NOKIA CORP SPONSORED ADR 654902204 7,064 1,327,770 SH   SOLE   1,327,770 0 0
NORFOLK SOUTHN CORP COM 655844108 31,080 117,100 SH   SOLE   117,100 0 0
NORTHERN TR CORP COM 665859104 454,981 3,935,137 SH   SOLE   3,818,247 0 116,890
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 77,027 2,619,070 SH   SOLE   2,561,070 0 58,000
NOVARTIS AG SPONSORED ADR 66987V109 1,759,276 19,281,850 SH   SOLE   18,686,920 0 594,930
NUANCE COMMUNICATIONS INC COM 67020Y100 295,899 5,435,324 SH   SOLE   4,653,003 0 782,321
NUTANIX INC CL A 67059N108 133,460 3,491,885 SH   SOLE   3,491,885 0 0
NUVASIVE INC COM 670704105 26,353 388,800 SH   SOLE   388,800 0 0
NVENT ELECTRIC PLC SHS G6700G107 27,738 887,900 SH   SOLE   887,900 0 0
NVIDIA CORPORATION COM 67066G104 952,743 1,190,780 SH   SOLE   1,165,910 0 24,870
OKTA INC CL A 679295105 2,740 11,200 SH   SOLE   11,200 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 62,854 247,650 SH   SOLE   247,650 0 0
OLINK HLDG AB SPONSORED ADS 680710100 1,456 42,300 SH   SOLE   38,800 0 3,500
OMNICELL COM COM 68213N109 8,199 54,137 SH   SOLE   54,137 0 0
ORACLE CORP COM 68389X105 778,929 10,006,800 SH   SOLE   9,378,400 0 628,400
ORASURE TECHNOLOGIES INC COM 68554V108 10,710 1,056,200 SH   SOLE   1,056,200 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 9,059 16,000 SH   SOLE   16,000 0 0
ORGANON & CO COMMON STOCK 68622V106 1,586 52,420 SH   SOLE   52,420 0 0
OSI SYSTEMS INC COM 671044105 38,618 379,950 SH   SOLE   365,850 0 14,100
OTIS WORLDWIDE CORP COM 68902V107 137,001 1,675,448 SH   SOLE   1,632,398 0 43,050
PALO ALTO NETWORKS INC COM 697435105 73,646 198,479 SH   SOLE   194,249 0 4,230
PAYPAL HLDGS INC COM 70450Y103 735,636 2,523,795 SH   SOLE   2,456,655 0 67,140
PENTAIR PLC SHS G7S00T104 48,175 713,810 SH   SOLE   713,810 0 0
PENUMBRA INC COM 70975L107 13,788 50,310 SH   SOLE   46,950 0 3,360
PERIDOT ACQUISITION CORP SHS CL A G7008A115 448 36,800 SH   SOLE   36,800 0 0
PERKINELMER INC COM 714046109 247,651 1,603,855 SH   SOLE   1,417,025 0 186,830
PHILIP MORRIS INTL INC COM 718172109 15,362 155,000 SH   SOLE   155,000 0 0
PINTEREST INC CL A 72352L106 116,783 1,479,200 SH   SOLE   1,479,200 0 0
PIONEER NAT RES CO COM 723787107 786,417 4,838,896 SH   SOLE   4,616,196 0 222,700
PLANTRONICS INC NEW COM 727493108 254,017 6,087,150 SH   SOLE   6,087,150 0 0
PRESTIGE CONSMR HEALTHCARE I COM 74112D101 1,636 31,400 SH   SOLE   31,400 0 0
PROGRESSIVE CORP COM 743315103 168,126 1,711,900 SH   SOLE   1,711,900 0 0
PROS HOLDINGS INC COM 74346Y103 58,979 1,294,253 SH   SOLE   1,294,253 0 0
PULMONX CORP COM 745848101 86,446 1,959,343 SH   SOLE   1,930,043 0 29,300
QUALCOMM INC COM 747525103 1,249,438 8,741,608 SH   SOLE   8,458,102 0 283,506
RAMBUS INC DEL COM 750917106 7,001 295,289 SH   SOLE   101,089 0 194,200
RAPID7 INC COM 753422104 19,437 205,400 SH   SOLE   205,400 0 0
RAYMOND JAMES FINL INC COM 754730109 781,532 6,016,415 SH   SOLE   5,773,410 0 243,005
RAYTHEON TECHNOLOGIES CORP COM 75513E101 80,828 947,462 SH   SOLE   947,462 0 0
REPLIGEN CORP COM 759916109 4,669 23,387 SH   SOLE   23,387 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 89,630 1,390,900 SH   SOLE   1,390,900 0 0
RHYTHM PHARMACEUTICALS INC COM 76243J105 120,489 6,153,691 SH   SOLE   6,153,691 0 0
RINGCENTRAL INC CL A 76680R206 53,743 184,950 SH   SOLE   184,950 0 0
ROCKWELL AUTOMATION INC COM 773903109 82,325 287,830 SH   SOLE   278,180 0 9,650
ROSS STORES INC COM 778296103 1,420,376 11,454,649 SH   SOLE   11,070,942 0 383,707
ROYAL CARIBBEAN GROUP COM V7780T103 453,381 5,316,381 SH   SOLE   5,219,859 0 96,522
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 50,058 462,600 SH   SOLE   462,600 0 0
SAFEHOLD INC COM 78645L100 4,624 58,900 SH   SOLE   58,900 0 0
SALESFORCE COM INC COM 79466L302 31,755 130,000 SH   SOLE   130,000 0 0
SANDERSON FARMS INC COM 800013104 13,985 74,400 SH   SOLE   63,900 0 10,500
SANOFI SPONSORED ADR 80105N105 72,677 1,380,110 SH   SOLE   1,356,670 0 23,440
SCHLUMBERGER LTD COM STK 806857108 4,638 144,900 SH   SOLE   144,900 0 0
SCHWAB CHARLES CORP COM 808513105 2,124,002 29,171,839 SH   SOLE   28,291,450 0 880,389
SCIENCE APPLICATIONS INTL CO COM 808625107 14,721 167,800 SH   SOLE   167,800 0 0
SEAGEN INC COM 81181C104 773,836 4,901,420 SH   SOLE   4,870,845 0 30,575
SEER INC COM CL A 81578P106 2,384 72,740 SH   SOLE   70,140 0 2,600
SERVICESOURCE INTL INC COM 81763U100 11,775 8,351,233 SH   SOLE   8,351,233 0 0
SHOCKWAVE MED INC COM 82489T104 67,715 356,900 SH   SOLE   356,900 0 0
SIO GENE THERAPIES INC COMMON 829399104 143 52,325 SH   SOLE   52,325 0 0
SKILLZ INC COM 83067L109 9,255 426,100 SH   SOLE   426,100 0 0
SNAP INC CL A 83304A106 17,280 253,600 SH   SOLE   253,600 0 0
SONY GROUP CORPORATION SPONSORED ADR 835699307 2,740,749 28,191,205 SH   SOLE   27,071,705 0 1,119,500
SOUTHWEST AIRLS CO COM 844741108 3,000,221 56,511,976 SH   SOLE   54,404,870 0 2,107,106
SOUTHWESTERN ENERGY CO COM 845467109 60,087 10,597,325 SH   SOLE   9,928,050 0 669,275
SPIRIT AIRLS INC COM 848577102 10,307 338,600 SH   SOLE   338,600 0 0
SPLUNK INC COM 848637104 992,853 6,867,151 SH   SOLE   6,489,751 0 377,400
STRATASYS LTD SHS M85548101 112,716 4,358,699 SH   SOLE   4,358,699 0 0
STRYKER CORPORATION COM 863667101 123,372 475,000 SH   SOLE   475,000 0 0
SUN CTRY AIRLS HLDGS INC COM 866683105 3,290 88,900 SH   SOLE   88,200 0 700
SYSCO CORP COM 871829107 114,697 1,475,200 SH   SOLE   1,386,700 0 88,500
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 89,142 503,570 SH   SOLE   503,570 0 0
TECHNIPFMC PLC COM G87110105 1,748 193,100 SH   SOLE   193,100 0 0
TERADYNE INC COM 880770102 176,952 1,320,930 SH   SOLE   1,183,185 0 137,745
TESLA INC COM 88160R101 2,760,578 4,061,465 SH   SOLE   4,003,900 0 57,565
TEXAS INSTRS INC COM 882508104 3,788,948 19,703,319 SH   SOLE   18,952,880 0 750,439
TEXTRON INC COM 883203101 425,523 6,187,630 SH   SOLE   6,084,690 0 102,940
THERMO FISHER SCIENTIFIC INC COM 883556102 2,208,198 4,377,264 SH   SOLE   4,229,514 0 147,750
TJX COS INC NEW COM 872540109 982,926 14,579,148 SH   SOLE   14,246,900 0 332,248
T-MOBILE US INC COM 872590104 211,876 1,462,931 SH   SOLE   1,462,931 0 0
TRADEWEB MKTS INC CL A 892672106 89,270 1,055,705 SH   SOLE   1,016,005 0 39,700
TRANSDIGM GROUP INC COM 893641100 395,620 611,194 SH   SOLE   611,194 0 0
TRANSOCEAN LTD REG SHS H8817H100 217,165 48,045,306 SH   SOLE   45,376,010 0 2,669,296
TRIMBLE INC COM 896239100 517,293 6,321,558 SH   SOLE   5,813,148 0 508,410
TUESDAY MORNING CORP COM 89904V101 7,110 1,580,000 SH   SOLE   1,580,000 0 0
TURNING POINT THERAPEUTICS I COM 90041T108 40,692 521,560 SH   SOLE   521,560 0 0
TUSIMPLE HLDGS INC CL A 90089L108 7,138 100,200 SH   SOLE   96,700 0 3,500
TYSON FOODS INC CL A 902494103 30,485 413,300 SH   SOLE   413,300 0 0
UBER TECHNOLOGIES INC COM 90353T100 47,927 956,250 SH   SOLE   937,150 0 19,100
ULTA BEAUTY INC COM 90384S303 26,036 75,300 SH   SOLE   75,300 0 0
UNION PAC CORP COM 907818108 674,924 3,068,812 SH   SOLE   3,051,800 0 17,012
UNITED AIRLS HLDGS INC COM 910047109 1,394,857 26,675,398 SH   SOLE   26,081,137 0 594,261
UNITED PARCEL SERVICE INC CL B 911312106 631,052 3,034,343 SH   SOLE   2,902,237 0 132,106
UNITEDHEALTH GROUP INC COM 91324P102 3,766 9,404 SH   SOLE   9,404 0 0
UNITY SOFTWARE INC COM 91332U101 76,137 693,224 SH   SOLE   693,224 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 506,381 2,277,609 SH   SOLE   2,225,509 0 52,100
US BANCORP DEL COM NEW 902973304 278,558 4,889,550 SH   SOLE   4,724,200 0 165,350
V F CORP COM 918204108 4,102 50,000 SH   SOLE   50,000 0 0
VALERO ENERGY CORP COM 91913Y100 79,337 1,016,100 SH   SOLE   763,200 0 252,900
VISA INC COM CL A 92826C839 862,945 3,690,639 SH   SOLE   3,320,500 0 370,139
VMWARE INC CL A COM 928563402 87,280 545,600 SH   SOLE   530,600 0 15,000
VONAGE HLDGS CORP COM 92886T201 8,936 620,100 SH   SOLE   620,100 0 0
WATERS CORP COM 941848103 14,169 40,998 SH   SOLE   40,998 0 0
WAVE LIFE SCIENCES LTD SHS Y95308105 30,553 4,587,566 SH   SOLE   4,525,266 0 62,300
WELLS FARGO CO NEW COM 949746101 2,258,576 49,869,195 SH   SOLE   47,382,411 0 2,486,784
WESTERN DIGITAL CORP. COM 958102105 112,408 1,579,427 SH   SOLE   1,428,457 0 150,970
WEX INC COM 96208T104 155,074 799,764 SH   SOLE   752,432 0 47,332
WHIRLPOOL CORP COM 963320106 1,121,051 5,141,965 SH   SOLE   4,850,015 0 291,950
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 9,426 338,200 SH   SOLE   338,200 0 0
XENCOR INC COM 98401F105 182,682 5,296,672 SH   SOLE   5,296,672 0 0
XOMETRY INC CLASS A COM 98423F109 26,217 300,000 SH   SOLE   300,000 0 0
XPENG INC ADS 98422D105 295,245 6,646,677 SH   SOLE   6,307,707 0 338,970
XPO LOGISTICS INC COM 983793100 45,366 324,300 SH   SOLE   324,300 0 0
ZENTALIS PHARMACEUTICALS INC COM 98943L107 71,746 1,348,610 SH   SOLE   1,300,510 0 48,100
ZIMMER BIOMET HOLDINGS INC COM 98956P102 579,031 3,600,490 SH   SOLE   3,313,400 0 287,090
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 1,587 4,100 SH   SOLE   4,100 0 0
ZOOMINFO TECHNOLOGIES INC COM CL A 98980F104 16,895 323,839 SH   SOLE   323,839 0 0