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
908 DEVICES INC COM 65443P102 BBG008N1BYS7 184,328 26,870 SH   SOLE   24,830 0 2,040
ABBOTT LABS COM 002824100 BBG001S5N9M6 324,319,673 2,974,864 SH   SOLE   2,873,264 0 101,600
ACCURAY INC COM 004397105 BBG001SFHKJ0 699,696 180,800 SH   SOLE   180,800 0 0
ACTIVISION BLIZZARD INC COM 00507V109 BBG001S6C009 421,660,592 5,001,905 SH   SOLE   4,851,155 0 150,750
ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109 BBG001V0GG18 980,935 146,190 SH   SOLE   146,190 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 BBG001S5NCQ5 2,987,033,556 6,108,578 SH   SOLE   5,919,368 0 189,210
AECOM COM 00766T100 BBG001SKTTF1 1,266,968,413 14,960,071 SH   SOLE   14,305,895 0 654,176
AGILENT TECHNOLOGIES INC COM 00846U101 BBG001SCTQY4 257,877,448 2,144,511 SH   SOLE   1,938,181 0 206,330
ALASKA AIR GROUP INC COM 011659109 BBG001S5NLG6 207,257,723 3,897,287 SH   SOLE   3,897,287 0 0
ALBEMARLE CORP COM 012653101 BBG001S7SBP9 468,271,487 2,099,025 SH   SOLE   1,969,050 0 129,975
ALCON AG ORD SHS H01301128 BBG00NPWGYR0 65,266,365 794,865 SH   SOLE   774,805 0 20,060
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 BBG006G2JWB1 1,446,329,125 17,352,479 SH   SOLE   16,741,124 0 611,355
ALKERMES PLC SHS G01767105 BBG001S6RXM7 129,151,312 4,126,240 SH   SOLE   3,960,890 0 165,350
ALLEGIANT TRAVEL CO COM 01748X102 BBG001SQ25S5 5,562,634 44,050 SH   SOLE   44,050 0 0
ALLOGENE THERAPEUTICS INC COM 019770106 BBG00KHRRDY2 28,014,329 5,636,686 SH   SOLE   5,636,686 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 2,348,490,658 19,619,805 SH   SOLE   18,747,375 0 872,430
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 1,577,391,339 13,039,525 SH   SOLE   12,491,775 0 547,750
ALTAIR ENGR INC COM CL A 021369103 BBG001SR65P2 36,475,248 480,950 SH   SOLE   480,950 0 0
ALTICE USA INC CL A 02156K103 BBG00GFMPS82 15,960,700 5,285,000 SH   SOLE   5,285,000 0 0
ALTRIA GROUP INC COM 02209S103 BBG001S5T8T5 48,960,240 1,080,800 SH   SOLE   1,080,800 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 560,606,662 4,300,450 SH   SOLE   4,249,850 0 50,600
AMBARELLA INC SHS G037AX101 BBG001V1SN18 2,769,477 33,100 SH   SOLE   33,100 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 BBG005P7Q907 669,479,915 37,317,721 SH   SOLE   36,593,846 0 723,875
AMERICAN HOMES 4 RENT CL A 02665T306 BBG003NXJNJ4 18,230,162 514,250 SH   SOLE   376,950 0 137,300
AMETEK INC COM 031100100 BBG001S5NN54 80,680,992 498,400 SH   SOLE   470,900 0 27,500
AMGEN INC COM 031162100 BBG001S5NNL6 3,271,783,299 14,736,435 SH   SOLE   14,380,054 0 356,381
AMICUS THERAPEUTICS INC COM 03152W109 BBG001SN96V9 13,743,152 1,094,200 SH   SOLE   1,094,200 0 0
ANALOG DEVICES INC COM 032654105 BBG001S5ND38 731,421,937 3,754,540 SH   SOLE   3,629,745 0 124,795
APPLE INC COM 037833100 BBG001S5N8V8 375,739,287 1,937,100 SH   SOLE   1,937,100 0 0
APPLIED MATLS INC COM 038222105 BBG001S5NMM7 539,204,013 3,730,483 SH   SOLE   3,565,628 0 164,855
ARBUTUS BIOPHARMA CORP COM 03879J100 BBG001S6RSK0 754,630 328,100 SH   SOLE   328,100 0 0
ARISTA NETWORKS INC COM 040413106 BBG001T51KQ0 1,158,729 7,150 SH   SOLE   4,200 0 2,950
ARLO TECHNOLOGIES INC COM 04206A101 BBG00K88DTJ1 51,243,288 4,696,910 SH   SOLE   4,305,940 0 390,970
ARMSTRONG WORLD INDS INC NEW COM 04247X102 BBG001SGL0H9 235,072 3,200 SH   SOLE   3,200 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100 BBG002MX7TQ9 17,191,820 760,700 SH   SOLE   760,700 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 BBG001SCG0R3 438,531,005 605,079 SH   SOLE   571,537 0 33,542
ASSETMARK FINL HLDGS INC COM 04546L106 BBG00F5PBW20 7,465,422 251,700 SH   SOLE   251,700 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 BBG001SB80N8 3,154,612,361 44,077,300 SH   SOLE   42,380,890 0 1,696,410
AURORA INNOVATION INC CLASS A COM 051774107 BBG00Z92Y6Y0 30,042,978 10,218,700 SH   SOLE   10,218,700 0 0
AUTODESK INC COM 052769106 BBG001S5SCD4 133,078,344 650,400 SH   SOLE   650,400 0 0
AUTOZONE INC COM 053332102 BBG001S6Q5D9 6,856,740 2,750 SH   SOLE   2,750 0 0
AXCELIS TECHNOLOGIES INC COM NEW 054540208 BBG001SF8W86 197,473,176 1,077,146 SH   SOLE   1,077,146 0 0
AXON ENTERPRISE INC COM 05464C101 BBG001SB2HG5 22,985,136 117,800 SH   SOLE   117,800 0 0
BAIDU INC SPON ADR REP A 056752108 BBG001SNBKD5 1,271,876,649 9,289,874 SH   SOLE   8,995,899 0 293,975
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 396,837,383 13,831,906 SH   SOLE   13,122,906 0 709,000
BANK NEW YORK MELLON CORP COM 064058100 BBG001S5P6Q6 28,350,336 636,800 SH   SOLE   636,800 0 0
BATH & BODY WORKS INC COM 070830104 BBG001S5SWL1 212,785,688 5,674,285 SH   SOLE   5,447,146 0 227,139
BEIGENE LTD SPONSORED ADR 07725L102 BBG00B6WF7V2 894,111,917 5,014,649 SH   SOLE   4,904,274 0 110,375
BIOCERES CROP SOLUTIONS CORP SHS G1117K114 BBG00K817GY4 583,832 43,700 SH   SOLE   43,700 0 0
BIOGEN INC COM 09062X103 BBG001S67826 4,564,970,779 16,025,876 SH   SOLE   15,531,222 0 494,654
BIOMARIN PHARMACEUTICAL INC COM 09061G101 BBG001S76R05 1,593,492,095 18,383,619 SH   SOLE   17,527,756 0 855,863
BIONTECH SE SPONSORED ADS 09075V102 BBG00Q70B4L0 502,937,934 4,659,853 SH   SOLE   4,388,523 0 271,330
BJS WHSL CLUB HLDGS INC COM 05550J101 BBG00FQ8T4M6 51,416,160 816,000 SH   SOLE   816,000 0 0
BLACKBERRY LTD COM 09228F103 BBG001S60618 193,749,755 35,036,122 SH   SOLE   34,584,772 0 451,350
BLOOM ENERGY CORP COM CL A 093712107 BBG001T53509 810,960 49,600 SH   SOLE   49,600 0 0
BOOT BARN HLDGS INC COM 099406100 BBG007D38ZV3 5,682,699 67,100 SH   SOLE   67,100 0 0
BOSTON SCIENTIFIC CORP COM 101137107 BBG001S63L94 2,024,533,474 37,428,979 SH   SOLE   36,762,922 0 666,057
BRIDGEBIO PHARMA INC COM 10806X102 BBG00P9KDZL5 11,972,782 696,092 SH   SOLE   696,092 0 0
BRINKER INTL INC COM 109641100 BBG001S5RFV8 18,530,580 506,300 SH   SOLE   433,000 0 73,300
BRISTOL-MYERS SQUIBB CO COM 110122108 BBG001S8N8J6 1,339,563,528 20,947,045 SH   SOLE   20,158,732 0 788,313
BURLINGTON STORES INC COM 122017106 BBG004S641P3 99,412,246 631,630 SH   SOLE   631,630 0 0
CAMECO CORP COM 13321L108 BBG001S5Y5S6 44,974,215 1,435,500 SH   SOLE   1,435,500 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 BBG0029SNS07 173,198,967 4,825,828 SH   SOLE   4,659,428 0 166,400
CARMAX INC COM 143130102 BBG001SD9561 486,762,456 5,815,561 SH   SOLE   5,345,332 0 470,229
CARNIVAL CORP COMMON STOCK 143658300 BBG001S5PL01 124,439,524 6,608,578 SH   SOLE   6,105,955 0 502,623
CARRIER GLOBAL CORPORATION COM 14448C104 BBG00RP5HZM1 241,454,494 4,857,262 SH   SOLE   4,772,262 0 85,000
CATERPILLAR INC COM 149123101 BBG001S5PJ06 459,948,646 1,869,330 SH   SOLE   1,815,214 0 54,116
CBOE GLOBAL MKTS INC COM 12503M108 BBG001T71BP7 2,332,369 16,900 SH   SOLE   8,400 0 8,500
CERUS CORP COM 157085101 BBG001S97DG4 21,187,980 8,613,000 SH   SOLE   8,613,000 0 0
CHARLES RIV LABS INTL INC COM 159864107 BBG001S7Q271 57,604,295 273,980 SH   SOLE   273,980 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 BBG001T3TDG2 88,187,168 240,050 SH   SOLE   240,050 0 0
CIENA CORP COM NEW 171779309 BBG001S61J73 4,439,568 104,485 SH   SOLE   101,300 0 3,185
CISCO SYS INC COM 17275R102 BBG001S6HC62 367,411,949 7,101,120 SH   SOLE   6,783,083 0 318,037
CITIGROUP INC COM NEW 172967424 BBG001S72ZG4 178,858,310 3,884,846 SH   SOLE   3,670,090 0 214,756
CME GROUP INC COM 12572Q105 BBG001S86547 337,955,990 1,823,930 SH   SOLE   1,745,130 0 78,800
COMCAST CORP NEW CL A 20030N101 BBG001S5PXL2 14,367,990 345,800 SH   SOLE   345,800 0 0
COMSCORE INC COM 20564W105 BBG001SHM6F5 602,174 743,425 SH   SOLE   743,425 0 0
CONSTELLATION BRANDS INC CL A 21036P108 BBG001SD31G5 6,325,541 25,700 SH   SOLE   25,700 0 0
CONTROLADORA VUELA COMP DE A SPON ADR RP 10 21240E105 BBG004NZ9JK5 1,004,400 72,000 SH   SOLE   72,000 0 0
CORNING INC COM 219350105 BBG001S5RLH1 308,846,730 8,814,119 SH   SOLE   8,575,519 0 238,600
CORTEVA INC COM 22052L104 BBG00BN969D0 98,453,261 1,718,207 SH   SOLE   1,676,810 0 41,397
COTERRA ENERGY INC COM 127097103 BBG001S6H6Y4 95,068,545 3,757,650 SH   SOLE   3,578,250 0 179,400
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105 BBG00T68J2H9 14,714,724 848,600 SH   SOLE   848,600 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 BBG00BLYKRZ7 29,753,659 202,585 SH   SOLE   202,585 0 0
CSX CORP COM 126408103 BBG001S5Q7Q3 109,515,560 3,211,600 SH   SOLE   3,211,600 0 0
CURTISS WRIGHT CORP COM 231561101 BBG001S5QBK0 197,567,654 1,075,725 SH   SOLE   1,040,325 0 35,400
CVS HEALTH CORP COM 126650100 BBG001S5QBD8 241,483,188 3,493,175 SH   SOLE   3,388,865 0 104,310
CYBERARK SOFTWARE LTD SHS M2682V108 BBG006Q52QW1 9,653,378 61,750 SH   SOLE   61,750 0 0
DANAHER CORPORATION COM 235851102 BBG001S5QGT0 60,512,880 252,137 SH   SOLE   252,137 0 0
DARDEN RESTAURANTS INC COM 237194105 BBG001S5QM08 1,336,640 8,000 SH   SOLE   8,000 0 0
DECKERS OUTDOOR CORP COM 243537107 BBG001S7GXB9 2,434,623 4,614 SH   SOLE   4,614 0 0
DEERE & CO COM 244199105 BBG001S5QFF7 40,660,816 100,350 SH   SOLE   100,350 0 0
DELL TECHNOLOGIES INC CL C 24703L202 BBG00DW3SZT0 23,756,454 439,040 SH   SOLE   424,250 0 14,790
DELTA AIR LINES INC DEL COM NEW 247361702 BBG001SPT759 1,062,227,485 22,343,868 SH   SOLE   21,465,028 0 878,840
DESCARTES SYS GROUP INC COM 249906108 BBG001SBJY34 213,092,680 2,660,001 SH   SOLE   2,651,201 0 8,800
DISCOVER FINL SVCS COM 254709108 BBG001SS0KV6 215,135,924 1,841,129 SH   SOLE   1,841,129 0 0
DISNEY WALT CO COM 254687106 BBG001S5QHF3 502,852,369 5,632,307 SH   SOLE   5,483,277 0 149,030
DOLLAR GEN CORP NEW COM 256677105 BBG001T5BM30 11,095,123 65,350 SH   SOLE   65,350 0 0
DOLLAR TREE INC COM 256746108 BBG001S6ZGL6 220,848,652 1,539,015 SH   SOLE   1,477,065 0 61,950
DOORDASH INC CL A 25809K105 BBG005D7QCK1 9,727,502 127,290 SH   SOLE   121,450 0 5,840
DOW INC COM 260557103 BBG00BN96931 100,766,482 1,891,973 SH   SOLE   1,809,697 0 82,276
DUOLINGO INC CL A COM 26603R106 BBG003D4V960 335,909 2,350 SH   SOLE   2,350 0 0
DUPONT DE NEMOURS INC COM 26614N102 BBG00BN961H3 204,485,998 2,862,346 SH   SOLE   2,729,906 0 132,440
EBAY INC. COM 278642103 BBG001S9B9J5 105,358,910 2,357,550 SH   SOLE   2,357,550 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 BBG001SF2288 182,622,880 1,936,000 SH   SOLE   1,936,000 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 BBG00LJYS1R6 492,904,327 48,996,454 SH   SOLE   45,866,784 0 3,129,670
ELECTRONIC ARTS INC COM 285512109 BBG001S5T5C9 109,690,532 845,725 SH   SOLE   817,050 0 28,675
ENOVIS CORPORATION COM 194014502 BBG001SC04J1 9,173,392 143,066 SH   SOLE   143,066 0 0
ENTEGRIS INC COM 29362U104 BBG001SF9YL6 332,032,678 2,996,144 SH   SOLE   2,966,363 0 29,781
EOG RES INC COM 26875P101 BBG001S5ZB93 323,078,883 2,823,129 SH   SOLE   2,823,129 0 0
EPR PPTYS COM SH BEN INT 26884U109 BBG001SB5QR0 6,533,280 139,600 SH   SOLE   139,600 0 0
ERICSSON ADR B SEK 10 294821608 BBG001S5QXT3 300,940,122 55,218,371 SH   SOLE   53,506,071 0 1,712,300
ESAB CORPORATION COM 29605J106 BBG0028ZMP54 8,820,875 132,565 SH   SOLE   132,565 0 0
EVERCORE INC CLASS A 29977A105 BBG001SC3S41 81,678,159 660,880 SH   SOLE   660,880 0 0
EXACT SCIENCES CORP COM 30063P105 BBG001SGCLB9 45,006,270 479,300 SH   SOLE   479,300 0 0
FEDEX CORP COM 31428X106 BBG001S5R3M5 3,268,042,645 13,182,907 SH   SOLE   12,808,734 0 374,173
FIBROGEN INC COM 31572Q808 BBG001SN7DS0 36,929,488 13,677,588 SH   SOLE   12,719,948 0 957,640
FIDELITY NATL INFORMATION SV COM 31620M106 BBG001S8SWQ0 189,786,300 3,469,585 SH   SOLE   3,435,685 0 33,900
FIVE BELOW INC COM 33829M101 BBG001TCDMY9 1,808,168 9,200 SH   SOLE   9,200 0 0
FLEX LTD ORD Y2573F102 BBG001SC5SP6 1,302,962,701 47,140,474 SH   SOLE   44,442,971 0 2,697,503
FLYWIRE CORPORATION COM VTG 302492103 BBG002030ND3 577,344 18,600 SH   SOLE   18,600 0 0
FORMFACTOR INC COM 346375108 BBG001SFT2R8 104,925,843 3,066,214 SH   SOLE   3,066,214 0 0
FORTINET INC COM 34959E109 BBG001S77BL6 5,325,316 70,450 SH   SOLE   70,450 0 0
FREEPORT-MCMORAN INC CL B 35671D857 BBG001S5R3F3 130,764,000 3,269,100 SH   SOLE   3,218,000 0 51,100
FRESHWORKS INC CLASS A COM 358054104 BBG0029KYGM4 2,178,162 123,900 SH   SOLE   123,900 0 0
FRONTIER GROUP HLDGS INC COM 35909R108 BBG00GCTTKY4 966,033 99,900 SH   SOLE   99,900 0 0
GALAPAGOS NV SPON ADR 36315X101 BBG001SC2MJ9 27,094,889 666,377 SH   SOLE   666,377 0 0
GAN LTD SHS G3728V109 BBG00ST6YZG1 117,424 71,600 SH   SOLE   71,600 0 0
GENERAL DYNAMICS CORP COM 369550108 BBG001S5RHP1 188,432,673 875,820 SH   SOLE   875,240 0 580
GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104 BBG003FD9W80 37,248,000 960,000 SH   SOLE   960,000 0 0
GIBRALTAR INDS INC COM 374689107 BBG001S7GCL4 10,142,704 161,200 SH   SOLE   161,200 0 0
GILDAN ACTIVEWEAR INC COM 375916103 BBG001S7JJL6 3,205,623 99,430 SH   SOLE   99,430 0 0
GITLAB INC CLASS A COM 37637K108 BBG00DHTYPJ6 6,242,575 122,140 SH   SOLE   122,140 0 0
GLAUKOS CORP COM 377322102 BBG001T91NX8 44,043,385 618,500 SH   SOLE   618,500 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 BBG001SC07Z6 192,540,253 596,950 SH   SOLE   596,950 0 0
GREIF INC CL B 397624206 BBG001S8S687 1,854,000 24,000 SH   SOLE   24,000 0 0
GRIFFON CORP COM 398433102 BBG001S7M3Z2 6,742,190 167,300 SH   SOLE   167,300 0 0
GROWGENERATION CORP COM 39986L109 BBG00DBKBYC4 3,943,660 1,159,900 SH   SOLE   1,159,900 0 0
GSK PLC SPONSORED ADR 37733W204 BBG001SD6SM6 419,545,883 11,771,770 SH   SOLE   11,464,870 0 306,900
GUARDANT HEALTH INC COM 40131M109 BBG006D97VZ8 4,402,541 122,976 SH   SOLE   122,976 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101 BBG00YDGX9Z1 14,599,368 232,400 SH   SOLE   232,400 0 0
HALEON PLC SPON ADS 405552100 BBG018GZNDB0 4,620,732 551,400 SH   SOLE   551,400 0 0
HAWAIIAN HOLDINGS INC COM 419879101 BBG001S5RRT5 1,623,039 150,700 SH   SOLE   150,700 0 0
HEALTH CATALYST INC COM 42225T107 BBG00LDPZMT5 7,517,925 601,434 SH   SOLE   601,434 0 0
HERTZ GLOBAL HLDGS INC COM NEW 42806J700 BBG011N571V5 6,432,822 349,800 SH   SOLE   349,800 0 0
HESS CORP COM 42809H107 BBG001S5NHS2 1,106,905,580 8,142,005 SH   SOLE   7,961,905 0 180,100
HEWLETT PACKARD ENTERPRISE C COM 42824C109 BBG0078W3NP4 555,748,469 33,080,266 SH   SOLE   31,706,256 0 1,374,010
HILTON WORLDWIDE HLDGS INC COM 43300A203 BBG0058KMH49 82,026,886 563,565 SH   SOLE   563,565 0 0
HONEYWELL INTL INC COM 438516106 BBG001S5X1N1 45,907,300 221,240 SH   SOLE   221,240 0 0
HP INC COM 40434L105 BBG001S6W7N7 643,322,139 20,948,295 SH   SOLE   20,164,856 0 783,439
HUBSPOT INC COM 443573100 BBG001T53670 51,852,170 97,450 SH   SOLE   97,450 0 0
HUMANA INC COM 444859102 BBG001S5S1X6 13,992,933 31,295 SH   SOLE   31,295 0 0
HUNT J B TRANS SVCS INC COM 445658107 BBG001S5SFY4 118,429,826 654,200 SH   SOLE   654,200 0 0
IDEX CORP COM 45167R104 BBG001S67N14 72,504,950 336,825 SH   SOLE   293,305 0 43,520
ILLUMINA INC COM 452327109 BBG001SF4NY1 85,785,675 457,548 SH   SOLE   439,200 0 18,348
IMAX CORP COM 45245E109 BBG001S5Z701 17,887,072 1,052,800 SH   SOLE   1,052,800 0 0
IMMUNOGEN INC COM 45253H101 BBG001S6CTN1 5,153,397 273,100 SH   SOLE   273,100 0 0
INDIE SEMICONDUCTOR INC CLASS A COM 45569U101 BBG00Z3XTNY7 28,366,380 3,017,700 SH   SOLE   3,017,700 0 0
INGEVITY CORP COM 45688C107 BBG009LM2988 2,849,840 49,000 SH   SOLE   49,000 0 0
INSULET CORP COM 45784P101 BBG001SRF439 204,896,711 710,608 SH   SOLE   710,608 0 0
INTEL CORP COM 458140100 BBG001S5SF65 2,358,707,153 70,535,501 SH   SOLE   66,720,160 0 3,815,341
INTUIT COM 461202103 BBG001S6TWR2 820,886,789 1,791,586 SH   SOLE   1,742,136 0 49,450
IQVIA HLDGS INC COM 46266C105 BBG00333FZ54 70,191,400 312,281 SH   SOLE   308,506 0 3,775
IROBOT CORP COM 462726100 BBG001SPB1K4 82,651,523 1,826,553 SH   SOLE   1,826,553 0 0
JABIL INC COM 466313103 BBG001S7RB70 423,841,110 3,927,000 SH   SOLE   3,650,700 0 276,300
JACOBS SOLUTIONS INC COM 46982L108 BBG019C1BQS3 755,417,192 6,353,917 SH   SOLE   6,076,117 0 277,800
JAMF HLDG CORP COM 47074L105 BBG00VSYYVC7 1,827,072 93,600 SH   SOLE   93,600 0 0
JELD-WEN HLDG INC COM 47580P103 BBG001TG2G57 6,342,464 361,600 SH   SOLE   361,600 0 0
JETBLUE AWYS CORP COM 477143101 BBG001S9YPC1 43,996,988 4,965,800 SH   SOLE   4,965,800 0 0
JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 787,405,033 5,413,951 SH   SOLE   5,177,415 0 236,536
KEYSIGHT TECHNOLOGIES INC COM 49338L103 BBG0059FN820 140,943,502 841,705 SH   SOLE   762,295 0 79,410
KIRBY CORP COM 497266106 BBG001S5SKT9 27,171,045 353,100 SH   SOLE   353,100 0 0
KLA CORP COM NEW 482480100 BBG001S5SLM4 2,952,752,773 6,087,899 SH   SOLE   5,975,649 0 112,250
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 BBG001T9BTS0 7,456,152 134,200 SH   SOLE   134,200 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 BBG001S5S0N9 49,197,001 251,300 SH   SOLE   251,300 0 0
LAS VEGAS SANDS CORP COM 517834107 BBG001SJCGP9 26,500,200 456,900 SH   SOLE   456,900 0 0
LESLIES INC COM 527064109 BBG00XS6TVN8 9,172,152 976,800 SH   SOLE   976,800 0 0
LI-CYCLE HOLDINGS CORP COMMON SHARES 50202P105 BBG0122LQVS8 14,946,705 2,693,100 SH   SOLE   2,693,100 0 0
LILLY ELI & CO COM 532457108 BBG001S5STL8 11,042,697,345 23,546,201 SH   SOLE   22,863,441 0 682,760
LINDE PLC SHS G54950103 BBG01FND0CH6 104,797,000 275,000 SH   SOLE   275,000 0 0
LIVANOVA PLC SHS G5509L101 BBG009LGHG25 277,177,871 5,389,420 SH   SOLE   5,338,050 0 51,370
LIVE NATION ENTERTAINMENT IN COM 538034109 BBG001SNP2B2 75,415,391 827,740 SH   SOLE   806,760 0 20,980
LOWES COS INC COM 548661107 BBG001S5SVL3 33,855,000 150,000 SH   SOLE   150,000 0 0
LPL FINL HLDGS INC COM 50212V100 BBG001T5GK39 32,614,500 150,000 SH   SOLE   150,000 0 0
LYFT INC CL A COM 55087P104 BBG004M9ZHY4 60,169,146 6,274,155 SH   SOLE   5,914,745 0 359,410
MADISON SQUARE GARDEN ENTMT COM CL A 558256103 BBG019980TF2 19,266,882 573,078 SH   SOLE   573,078 0 0
MARKETAXESS HLDGS INC COM 57060D108 BBG001S8R6K4 289,593,233 1,107,770 SH   SOLE   1,107,770 0 0
MARQETA INC CLASS A COM 57142B104 BBG0112Z8873 1,055,329 216,700 SH   SOLE   216,700 0 0
MARRIOTT INTL INC NEW CL A 571903202 BBG001S78K44 161,445,141 878,900 SH   SOLE   872,100 0 6,800
MARSH & MCLENNAN COS INC COM 571748102 BBG001S5T7M4 558,379,239 2,968,839 SH   SOLE   2,846,399 0 122,440
MARVELL TECHNOLOGY INC COM 573874104 BBG00ZXBJ162 42,401,954 709,300 SH   SOLE   700,300 0 9,000
MASONITE INTL CORP COM 575385109 BBG001T51RT2 17,875,780 174,500 SH   SOLE   174,500 0 0
MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 167,073,840 424,800 SH   SOLE   424,800 0 0
MATSON INC COM 57686G105 BBG001S5NL21 25,088,290 322,762 SH   SOLE   309,062 0 13,700
MATTEL INC COM 577081102 BBG001S5SZF1 822,807,105 42,108,859 SH   SOLE   41,273,493 0 835,366
MAXLINEAR INC COM 57776J100 BBG001S6MZV7 83,653,883 2,650,630 SH   SOLE   2,498,930 0 151,700
MCDONALDS CORP COM 580135101 BBG001S5T110 87,016,356 291,600 SH   SOLE   291,600 0 0
MEDTRONIC PLC SHS G5960L103 BBG001S5T2S9 77,950,880 884,800 SH   SOLE   864,210 0 20,590
MERCK & CO INC COM 58933Y105 BBG001S5TC52 11,088,979 96,100 SH   SOLE   96,100 0 0
MEREO BIOPHARMA GROUP PLC SPON ADS 589492107 BBG00KFWZCX7 208,164 157,700 SH   SOLE   157,700 0 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 253,869,682 884,625 SH   SOLE   875,625 0 9,000
MGM RESORTS INTERNATIONAL COM 552953101 BBG001S6BYT5 36,040,752 820,600 SH   SOLE   820,600 0 0
MICRON TECHNOLOGY INC COM 595112103 BBG001S6P675 2,399,109,673 38,014,731 SH   SOLE   37,356,420 0 658,311
MICROSOFT CORP COM 594918104 BBG001S5TD05 3,601,103,911 10,574,687 SH   SOLE   10,217,137 0 357,550
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104 BBG019X46ZY3 77,561,143 2,018,770 SH   SOLE   2,000,870 0 17,900
MONGODB INC CL A 60937P106 BBG0022FDRZ7 30,700,953 74,700 SH   SOLE   74,700 0 0
MORGAN STANLEY COM NEW 617446448 BBG001S9V5Z3 223,683,352 2,619,243 SH   SOLE   2,433,962 0 185,281
NEKTAR THERAPEUTICS COM 640268108 BBG001S7RDK1 4,687,809 8,149,876 SH   SOLE   8,106,976 0 42,900
NETAPP INC COM 64110D104 BBG001S8LYX5 1,182,678,418 15,480,084 SH   SOLE   15,144,274 0 335,810
NETFLIX INC COM 64110L106 BBG001SF6L46 74,271,019 168,610 SH   SOLE   162,210 0 6,400
NEUROCRINE BIOSCIENCES INC COM 64125C109 BBG001S8W4X9 37,093,848 393,360 SH   SOLE   366,030 0 27,330
NEW FORTRESS ENERGY INC COM CL A 644393100 BBG00MJH9M32 13,357,864 498,800 SH   SOLE   498,800 0 0
NEWELL BRANDS INC COM 651229106 BBG001S5TSW7 40,337,550 4,636,500 SH   SOLE   4,046,700 0 589,800
NEXTRACKER INC CLASS A COM 65290E101 BBG00835TQ17 46,565,359 1,169,690 SH   SOLE   1,081,290 0 88,400
NLIGHT INC COM 65487K100 BBG0020BCPY4 8,084,089 524,260 SH   SOLE   524,260 0 0
NMI HLDGS INC CL A 629209305 BBG005DLMPF1 15,058,224 583,200 SH   SOLE   583,200 0 0
NN INC COM 629337106 BBG001S7RDF7 930,666 389,400 SH   SOLE   389,400 0 0
NORFOLK SOUTHN CORP COM 655844108 BBG001S5TQJ6 52,404,236 231,100 SH   SOLE   231,100 0 0
NORTHERN TR CORP COM 665859104 BBG001S5TRG7 462,058,422 6,232,242 SH   SOLE   5,966,312 0 265,930
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 BBG001SCKPS2 50,614,597 2,324,970 SH   SOLE   2,273,770 0 51,200
NOVARTIS AG SPONSORED ADR 66987V109 BBG001SF5LW6 1,514,727,214 15,010,675 SH   SOLE   14,660,865 0 349,810
NUTANIX INC CL A 67059N108 BBG001V13SG8 154,423,469 5,505,293 SH   SOLE   5,230,693 0 274,600
NUVASIVE INC COM 670704105 BBG001SK3C57 2,907,141 69,900 SH   SOLE   69,900 0 0
NVENT ELECTRIC PLC SHS G6700G107 BBG00GNT7B03 44,436,200 860,000 SH   SOLE   860,000 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 1,096,721,652 2,592,600 SH   SOLE   2,555,480 0 37,120
OKTA INC CL A 679295105 BBG001YV1SN3 43,043,187 620,666 SH   SOLE   462,966 0 157,700
OLD DOMINION FREIGHT LINE IN COM 679580100 BBG001S6WQT9 24,532,912 66,350 SH   SOLE   66,350 0 0
OLLIES BARGAIN OUTLET HLDGS COM 681116109 BBG0098VVDS0 31,675,545 546,790 SH   SOLE   546,790 0 0
OMNICELL COM COM 68213N109 BBG001SF6Z45 9,187,165 124,707 SH   SOLE   124,707 0 0
ORACLE CORP COM 68389X105 BBG001S5SJG6 1,574,976,087 13,225,091 SH   SOLE   12,708,920 0 516,171
ORASURE TECHNOLOGIES INC COM 68554V108 BBG001SD3BW5 3,876,337 773,720 SH   SOLE   773,720 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 BBG001S78TL6 10,508,300 11,000 SH   SOLE   11,000 0 0
OSI SYSTEMS INC COM 671044105 BBG001SB1J54 34,211,940 290,350 SH   SOLE   280,350 0 10,000
OTIS WORLDWIDE CORP COM 68902V107 BBG00RP60LN7 151,258,342 1,699,341 SH   SOLE   1,665,891 0 33,450
PALO ALTO NETWORKS INC COM 697435105 BBG001T9NWN5 131,102,692 513,102 SH   SOLE   502,592 0 10,510
PAYPAL HLDGS INC COM 70450Y103 BBG0077VNXW5 117,741,748 1,764,450 SH   SOLE   1,719,510 0 44,940
PENUMBRA INC COM 70975L107 BBG001TRHPB0 14,894,357 43,290 SH   SOLE   40,430 0 2,860
PERIMETER SOLUTIONS SA COMMON STOCK L7579L106 BBG01337N6B2 12,215,444 1,986,251 SH   SOLE   1,986,251 0 0
PHILIP MORRIS INTL INC COM 718172109 BBG001STP9N1 12,963,936 132,800 SH   SOLE   132,800 0 0
PINTEREST INC CL A 72352L106 BBG002583CW7 129,479,506 4,735,900 SH   SOLE   4,735,900 0 0
PIONEER NAT RES CO COM 723787107 BBG001S7V1J4 1,015,980,886 4,903,856 SH   SOLE   4,764,656 0 139,200
PROGRESSIVE CORP COM 743315103 BBG001S5V509 194,883,056 1,472,260 SH   SOLE   1,472,260 0 0
PROS HOLDINGS INC COM 74346Y103 BBG001ST38G5 9,509,192 308,740 SH   SOLE   308,740 0 0
PULMONX CORP COM 745848101 BBG001T4HJ52 72,363,542 5,519,721 SH   SOLE   5,077,321 0 442,400
QUALCOMM INC COM 747525103 BBG001S6VS70 710,901,166 5,971,952 SH   SOLE   5,794,138 0 177,814
RAMBUS INC DEL COM 750917106 BBG001S7RF80 12,536,444 195,363 SH   SOLE   57,763 0 137,600
RAPID7 INC COM 753422104 BBG009DFHWH5 8,551,128 188,850 SH   SOLE   188,850 0 0
RAYMOND JAMES FINL INC COM 754730109 BBG001S5VQ03 1,318,037,976 12,701,532 SH   SOLE   12,206,757 0 494,775
RAYTHEON TECHNOLOGIES CORP COM 75513E101 BBG001S5X5Q9 39,520,199 403,432 SH   SOLE   403,432 0 0
REPLIGEN CORP COM 759916109 BBG001S5VNT9 6,702,233 47,379 SH   SOLE   47,379 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 BBG0076WG2T4 116,194,728 1,498,900 SH   SOLE   1,498,900 0 0
REVVITY INC COM 714046109 BBG001SBKS35 130,257,393 1,096,535 SH   SOLE   983,495 0 113,040
RHYTHM PHARMACEUTICALS INC COM 76243J105 BBG007DLZ629 136,855,737 8,299,317 SH   SOLE   8,299,317 0 0
RINGCENTRAL INC CL A 76680R206 BBG001SHXFM5 572,775 17,500 SH   SOLE   17,500 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103 BBG00741Y1P0 5,651,072 339,200 SH   SOLE   339,200 0 0
ROBLOX CORP CL A 771049103 BBG001V1Y6Z1 10,355,085 256,950 SH   SOLE   256,950 0 0
ROCKWELL AUTOMATION INC COM 773903109 BBG001S5VRF5 87,037,396 264,190 SH   SOLE   257,100 0 7,090
ROSS STORES INC COM 778296103 BBG001S5VRS1 1,232,584,988 10,992,464 SH   SOLE   10,657,787 0 334,677
ROYAL CARIBBEAN GROUP COM V7780T103 BBG001S5RMJ7 650,373,136 6,269,261 SH   SOLE   6,170,339 0 98,922
RXO INC COMMON STOCK 74982T103 BBG0160DYDC7 17,589,653 775,900 SH   SOLE   775,900 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 BBG001SB07J6 56,992,180 515,300 SH   SOLE   515,300 0 0
SAFEHOLD INC COM 78646V107 BBG001SDG572 1,271,928 53,600 SH   SOLE   53,600 0 0
SAGE THERAPEUTICS INC COM 78667J108 BBG0025X16Z4 2,990,472 63,600 SH   SOLE   63,600 0 0
SAIA INC COM 78709Y105 BBG001SL4QM4 20,304,913 59,300 SH   SOLE   59,300 0 0
SALESFORCE INC COM 79466L302 BBG001SDLP09 66,631,404 315,400 SH   SOLE   315,400 0 0
SANOFI SPONSORED ADR 80105N105 BBG001S5W768 61,019,651 1,132,090 SH   SOLE   1,116,450 0 15,640
SCHLUMBERGER LTD COM STK 806857108 BBG001S5W4C8 47,400,800 965,000 SH   SOLE   965,000 0 0
SCHWAB CHARLES CORP COM 808513105 BBG001S5VXD4 72,369,477 1,276,808 SH   SOLE   1,233,650 0 43,158
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 BBG0113JGQG9 16,995,689 274,700 SH   SOLE   274,700 0 0
SEAGEN INC COM 81181C104 BBG001S9M4Q6 1,162,228,988 6,038,808 SH   SOLE   6,014,283 0 24,525
SHOCKWAVE MED INC COM 82489T104 BBG005XVXMM4 81,370,391 285,100 SH   SOLE   285,100 0 0
SHUTTERSTOCK INC COM 825690100 BBG002ZCK3M7 4,038,150 82,970 SH   SOLE   82,970 0 0
SNAP INC CL A 83304A106 BBG00441QMK5 1,577,680 133,250 SH   SOLE   133,250 0 0
SONY GROUP CORPORATION SPONSORED ADR 835699307 BBG001S5W6H8 2,059,432,067 22,872,413 SH   SOLE   22,131,613 0 740,800
SOUTHWEST AIRLS CO COM 844741108 BBG001S5SXC9 1,812,334,471 50,050,662 SH   SOLE   48,559,211 0 1,491,451
SOUTHWESTERN ENERGY CO COM 845467109 BBG001S5WHW7 55,182,017 9,181,700 SH   SOLE   8,776,300 0 405,400
SPHERE ENTERTAINMENT CO CL A 55826T102 BBG00L9HLWW7 17,066,106 623,078 SH   SOLE   623,078 0 0
SPIRIT AIRLS INC COM 848577102 BBG001S70KL3 3,780,348 220,300 SH   SOLE   220,300 0 0
SPLUNK INC COM 848637104 BBG001TWMNG3 1,182,937,237 11,150,318 SH   SOLE   10,740,018 0 410,300
STANDARD BIOTOOLS INC COM 34385P108 BBG001T0FDP3 6,216,370 3,220,917 SH   SOLE   3,220,917 0 0
STRATASYS LTD SHS M85548101 BBG002S5ZS58 54,477,006 3,067,399 SH   SOLE   3,067,399 0 0
STRYKER CORPORATION COM 863667101 BBG001S8FR03 128,168,309 420,100 SH   SOLE   420,100 0 0
SUN CTRY AIRLS HLDGS INC COM 866683105 BBG00Z6F8D50 2,245,864 99,905 SH   SOLE   99,205 0 700
SYSCO CORP COM 871829107 BBG001S5WJS8 156,765,679 2,112,745 SH   SOLE   2,034,245 0 78,500
TECHNIPFMC PLC COM G87110105 BBG00DL8NMT5 30,160,314 1,814,700 SH   SOLE   1,814,700 0 0
TENABLE HLDGS INC COM 88025T102 BBG00LBLCDR3 4,731,708 108,650 SH   SOLE   108,650 0 0
TERADYNE INC COM 880770102 BBG001S5WMZ3 163,577,726 1,469,305 SH   SOLE   1,395,335 0 73,970
TESLA INC COM 88160R101 BBG001SQKGD7 2,409,443,641 9,204,430 SH   SOLE   9,074,730 0 129,700
TEXAS INSTRS INC COM 882508104 BBG001S5WYZ7 2,867,377,462 15,928,105 SH   SOLE   15,430,726 0 497,379
TEXTRON INC COM 883203101 BBG001S5WZ39 332,501,542 4,916,480 SH   SOLE   4,852,050 0 64,430
THE TRADE DESK INC COM CL A 88339J105 BBG00629NGW8 49,189,140 637,000 SH   SOLE   637,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 1,606,002,327 3,078,107 SH   SOLE   2,977,247 0 100,860
TJX COS INC NEW COM 872540109 BBG001S5WQ93 1,155,208,467 13,624,348 SH   SOLE   13,361,800 0 262,548
T-MOBILE US INC COM 872590104 BBG001SKR9Y6 104,594,339 753,019 SH   SOLE   753,019 0 0
TRADEWEB MKTS INC CL A 892672106 BBG00NK8H9M7 108,436,368 1,583,475 SH   SOLE   1,543,975 0 39,500
TRANSDIGM GROUP INC COM 893641100 BBG001SPV1C1 470,372,763 526,044 SH   SOLE   526,044 0 0
TRANSOCEAN LTD REG SHS H8817H100 BBG001S7B678 318,710,274 45,465,089 SH   SOLE   43,172,393 0 2,292,696
TRIMBLE INC COM 896239100 BBG001S5SZP0 259,372,436 4,899,366 SH   SOLE   4,588,796 0 310,570
TYSON FOODS INC CL A 902494103 BBG001S871D5 17,736,400 347,500 SH   SOLE   347,500 0 0
UBER TECHNOLOGIES INC COM 90353T100 BBG002B04MW4 59,878,948 1,387,050 SH   SOLE   1,284,300 0 102,750
ULTA BEAUTY INC COM 90384S303 BBG00FWQ4W44 32,292,229 68,620 SH   SOLE   68,620 0 0
UNION PAC CORP COM 907818108 BBG001S5X2M0 337,970,854 1,651,700 SH   SOLE   1,651,600 0 100
UNITED AIRLS HLDGS INC COM 910047109 BBG001SQ87W0 1,292,870,479 23,562,429 SH   SOLE   23,086,637 0 475,792
UNITED PARCEL SERVICE INC CL B 911312106 BBG001SDGSH1 525,218,812 2,930,091 SH   SOLE   2,845,085 0 85,006
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 9,172,534 19,084 SH   SOLE   19,084 0 0
UNITY SOFTWARE INC COM 91332U101 BBG0056JW5H5 29,317,488 675,207 SH   SOLE   675,207 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 BBG001S5V9H3 294,863,892 2,045,819 SH   SOLE   2,000,719 0 45,100
VALERO ENERGY CORP COM 91913Y100 BBG001S5X8K9 92,024,782 784,525 SH   SOLE   656,675 0 127,850
VICTORIAS SECRET AND CO COMMON STOCK 926400102 BBG01103B480 41,986,064 2,408,839 SH   SOLE   2,327,928 0 80,911
VISA INC COM CL A 92826C839 BBG001SRCFY3 971,063,082 4,089,031 SH   SOLE   3,841,775 0 247,256
VMWARE INC CL A COM 928563402 BBG001S6TFZ0 68,118,400 474,065 SH   SOLE   452,393 0 21,672
WATERS CORP COM 941848103 BBG001S8MDG9 23,467,248 88,044 SH   SOLE   88,044 0 0
WAVE LIFE SCIENCES LTD SHS Y95308105 BBG00B642V63 13,873,525 3,811,408 SH   SOLE   3,760,008 0 51,400
WELLS FARGO CO NEW COM 949746101 BBG001S5XF23 1,895,186,407 44,404,555 SH   SOLE   42,850,231 0 1,554,324
WESTERN DIGITAL CORP. COM 958102105 BBG001S5XD28 86,745,000 2,286,976 SH   SOLE   2,160,459 0 126,517
WEX INC COM 96208T104 BBG001SCJLG6 91,024,076 499,940 SH   SOLE   484,390 0 15,550
WHIRLPOOL CORP COM 963320106 BBG001S5XFS5 701,218,702 4,712,808 SH   SOLE   4,514,118 0 198,690
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 BBG00B0FS9V7 30,246,291 632,900 SH   SOLE   632,900 0 0
WOLFSPEED INC COM 977852102 BBG001S6YWT4 105,342,716 1,894,994 SH   SOLE   1,777,434 0 117,560
XENCOR INC COM 98401F105 BBG0026ZG4X9 193,538,774 7,750,852 SH   SOLE   7,750,852 0 0
XOMETRY INC CLASS A COM 98423F109 BBG00BDCCVB0 132,169,088 6,240,278 SH   SOLE   5,509,963 0 730,315
XPENG INC ADS 98422D105 BBG00WKJG3N6 161,796,579 12,056,377 SH   SOLE   11,124,507 0 931,870
XPO INC COM 983793100 BBG001SJW3C0 43,064,100 729,900 SH   SOLE   729,900 0 0
ZENTALIS PHARMACEUTICALS INC COM 98943L107 BBG00R2K8TG4 31,345,542 1,111,150 SH   SOLE   1,071,050 0 40,100
ZIMMER BIOMET HOLDINGS INC COM 98956P102 BBG001S7DQJ9 708,022,515 4,862,792 SH   SOLE   4,645,362 0 217,430
ZIMVIE INC COM 98888T107 BBG014630596 2,252,738 200,600 SH   SOLE   183,290 0 17,310
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 BBG0042V6JN7 34,153,822 503,150 SH   SOLE   503,150 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104 BBG00S1HJ4F4 9,854,341 388,119 SH   SOLE   388,119 0 0