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
Expires: July 31, 2015
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 261,900 30,000 SH SOLE 30,000 0 0
ABBOTT LABS COM 002824100 117,072,917 882,570 SH SOLE 843,300 0 39,270
ACCURAY INC COM 004397105 288,548 161,200 SH SOLE 161,200 0 0
ADOBE INC COM 00724F101 2,079,342,800 5,421,591 SH SOLE 5,320,982 0 100,609
AECOM COM 00766T100 941,091,733 10,148,730 SH SOLE 9,823,730 0 325,000
AGILENT TECHNOLOGIES INC COM 00846U101 179,822,945 1,537,211 SH SOLE 1,438,361 0 98,850
ALASKA AIR GROUP INC COM 011659109 187,171,355 3,802,750 SH SOLE 3,802,750 0 0
ALBEMARLE CORP COM 012653101 239,991,094 3,332,284 SH SOLE 3,227,959 0 104,325
ALCON AG ORD SHS H01301128 72,924,277 768,190 SH SOLE 751,190 0 17,000
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 2,727,071,456 20,623,697 SH SOLE 20,019,347 0 604,350
ALKERMES PLC SHS G01767105 99,195,219 3,004,095 SH SOLE 2,918,535 0 85,560
ALLEGIANT TRAVEL CO COM 01748X102 2,068,583 40,050 SH SOLE 40,050 0 0
ALLOGENE THERAPEUTICS INC COM 019770106 7,200,486 4,931,840 SH SOLE 4,931,840 0 0
ALPHABET INC CAP STK CL A 02079K305 2,534,230,267 16,387,934 SH SOLE 15,867,755 0 520,180
ALPHABET INC CAP STK CL C 02079K107 1,702,226,619 10,895,645 SH SOLE 10,568,925 0 326,720
ALTICE USA INC CL A 02156K103 12,953,828 4,869,860 SH SOLE 4,869,860 0 0
ALTRIA GROUP INC COM 02209S103 22,657,550 377,500 SH SOLE 377,500 0 0
AMAZON COM INC COM 023135106 1,049,080,322 5,513,930 SH SOLE 5,453,030 0 60,900
AMBARELLA INC SHS G037AX101 1,273,349 25,300 SH SOLE 25,300 0 0
AMENTUM HOLDINGS INC COM 023939101 183,120,920 10,061,589 SH SOLE 9,441,989 0 619,600
AMERICAN AIRLS GROUP INC COM 02376R102 637,695,779 60,445,097 SH SOLE 58,364,522 0 2,080,575
AMERICAN HOMES 4 RENT CL A 02665T306 10,561,468 279,330 SH SOLE 264,830 0 14,500
AMETEK INC COM 031100100 60,271,378 350,130 SH SOLE 350,130 0 0
AMGEN INC COM 031162100 3,859,573,309 12,388,295 SH SOLE 12,171,450 0 216,845
AMICUS THERAPEUTICS INC COM 03152W109 7,503,120 919,500 SH SOLE 919,500 0 0
ANALOG DEVICES INC COM 032654105 701,336,669 3,477,645 SH SOLE 3,408,095 0 69,550
APPLE INC COM 037833100 492,595,488 2,217,600 SH SOLE 2,217,600 0 0
APPLIED MATLS INC COM 038222105 356,178,175 2,454,370 SH SOLE 2,374,715 0 79,655
APPLOVIN CORP COM CL A 03831W108 104,689,647 395,100 SH SOLE 395,100 0 0
ARISTA NETWORKS INC COM SHS 040413205 1,301,664 16,800 SH SOLE 16,800 0 0
ARLO TECHNOLOGIES INC COM 04206A101 41,236,180 4,177,931 SH SOLE 3,854,901 0 323,030
ARM HOLDINGS PLC SPONSORED ADS 042068205 29,218,812 273,610 SH SOLE 273,610 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100 4,439,492 911,600 SH SOLE 911,600 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 351,597,442 530,609 SH SOLE 516,613 0 13,996
ASTRAZENECA PLC SPONSORED ADR 046353108 2,988,619,149 40,661,485 SH SOLE 39,528,775 0 1,132,710
AURORA INNOVATION INC CLASS A COM 051774107 68,151,420 10,134,040 SH SOLE 10,134,040 0 0
AUTODESK INC COM 052769106 173,301,128 661,960 SH SOLE 661,960 0 0
AXCELIS TECHNOLOGIES INC COM NEW 054540208 41,477,728 835,066 SH SOLE 835,066 0 0
AXON ENTERPRISE INC COM 05464C101 16,725,210 31,800 SH SOLE 31,800 0 0
BAIDU INC SPON ADR REP A 056752108 1,099,421,304 11,946,336 SH SOLE 11,606,586 0 339,750
BANK AMERICA CORP COM 060505104 414,083,952 9,922,932 SH SOLE 9,715,232 0 207,700
BANK NEW YORK MELLON CORP COM 064058100 59,287,703 706,900 SH SOLE 706,900 0 0
BATH & BODY WORKS INC COM 070830104 34,883,097 1,150,498 SH SOLE 1,115,338 0 35,160
BEIGENE LTD SPONSORED ADS 07725L102 1,375,956,527 5,055,504 SH SOLE 4,957,504 0 98,000
BELLRING BRANDS INC COMMON STOCK 07831C103 45,003,624 604,400 SH SOLE 599,700 0 4,700
BIOGEN INC COM 09062X103 2,181,675,561 15,943,259 SH SOLE 15,539,221 0 404,037
BIOMARIN PHARMACEUTICAL INC COM 09061G101 1,256,393,234 17,773,281 SH SOLE 17,065,298 0 707,983
BIONTECH SE SPONSORED ADS 09075V102 368,467,461 4,046,425 SH SOLE 3,821,825 0 224,600
BJS WHSL CLUB HLDGS INC COM 05550J101 95,418,407 836,270 SH SOLE 817,970 0 18,300
BLACKBERRY LTD COM 09228F103 17,199,027 4,562,076 SH SOLE 4,456,776 0 105,300
BOEING CO COM 097023105 64,198,431 376,420 SH SOLE 376,420 0 0
BOOT BARN HLDGS INC COM 099406100 5,726,019 53,300 SH SOLE 53,300 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 6,274,800 60,000 SH SOLE 60,000 0 0
BOSTON SCIENTIFIC CORP COM 101137107 3,681,811,912 36,496,946 SH SOLE 36,082,738 0 414,208
BRIDGEBIO PHARMA INC COM 10806X102 31,569,324 913,200 SH SOLE 913,200 0 0
BRINKER INTL INC COM 109641100 4,203,210 28,200 SH SOLE 0 0 28,200
BRISTOL-MYERS SQUIBB CO COM 110122108 1,400,978,905 22,970,633 SH SOLE 22,455,653 0 514,980
BROADCOM INC COM 11135F101 158,007,041 943,720 SH SOLE 936,730 0 6,990
BURLINGTON STORES INC COM 122017106 126,777,260 531,940 SH SOLE 531,940 0 0
CAMECO CORP COM 13321L108 52,202,405 1,268,280 SH SOLE 1,268,280 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 102,274,798 5,183,720 SH SOLE 5,031,450 0 152,270
CARMAX INC COM 143130102 371,624,324 4,769,306 SH SOLE 4,494,417 0 274,889
CARNIVAL CORP UNIT 99/99/9999 143658300 115,261,178 5,901,750 SH SOLE 5,533,827 0 367,923
CARRIER GLOBAL CORPORATION COM 14448C104 138,198,179 2,179,782 SH SOLE 2,172,782 0 7,000
CARVANA CO CL A 146869102 41,627,828 199,100 SH SOLE 199,100 0 0
CASEYS GEN STORES INC COM 147528103 35,417,664 81,600 SH SOLE 81,600 0 0
CATERPILLAR INC COM 149123101 454,954,153 1,379,485 SH SOLE 1,367,245 0 12,240
CBOE GLOBAL MKTS INC COM 12503M108 1,968,723 8,700 SH SOLE 5,700 0 3,000
CERUS CORP COM 157085101 2,111,688 1,519,200 SH SOLE 1,519,200 0 0
CHARLES RIV LABS INTL INC COM 159864107 41,075,403 272,890 SH SOLE 272,890 0 0
CHART INDS INC COM 16115Q308 26,189,069 181,415 SH SOLE 169,115 0 12,300
CHARTER COMMUNICATIONS INC N CL A 16119P108 86,143,888 233,750 SH SOLE 233,750 0 0
CIENA CORP COM NEW 171779309 28,918,776 478,550 SH SOLE 478,550 0 0
CISCO SYS INC COM 17275R102 340,918,747 5,524,530 SH SOLE 5,356,874 0 167,656
CITIGROUP INC COM NEW 172967424 204,164,045 2,875,955 SH SOLE 2,758,800 0 117,155
CME GROUP INC COM 12572Q105 485,990,059 1,831,920 SH SOLE 1,773,600 0 58,320
COMCAST CORP NEW CL A 20030N101 10,651,185 288,650 SH SOLE 288,650 0 0
COMERICA INC COM 200340107 98,636,697 1,670,110 SH SOLE 1,640,610 0 29,500
CONOCOPHILLIPS COM 20825C104 498,649,663 4,748,140 SH SOLE 4,525,740 0 222,400
CONTROLADORA VUELA COMP DE A SPON ADR RP 10 21240E105 214,020 41,000 SH SOLE 41,000 0 0
CORNING INC COM 219350105 377,766,122 8,251,772 SH SOLE 8,155,571 0 96,200
CORTEVA INC COM 22052L104 82,231,135 1,306,708 SH SOLE 1,290,528 0 16,180
COSTAR GROUP INC COM 22160N109 4,476,495 56,500 SH SOLE 56,500 0 0
COTERRA ENERGY INC COM 127097103 58,968,427 2,040,430 SH SOLE 1,954,000 0 86,430
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105 18,210,552 453,450 SH SOLE 453,450 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 44,695,157 126,766 SH SOLE 126,766 0 0
CSX CORP COM 126408103 65,834,910 2,237,000 SH SOLE 2,237,000 0 0
CURTISS WRIGHT CORP COM 231561101 234,836,910 740,180 SH SOLE 722,280 0 17,900
CVS HEALTH CORP COM 126650100 197,593,219 2,916,505 SH SOLE 2,859,085 0 57,420
CYBERARK SOFTWARE LTD SHS M2682V108 19,972,420 59,090 SH SOLE 59,090 0 0
DANAHER CORPORATION COM 235851102 24,805,410 121,002 SH SOLE 121,002 0 0
DECKERS OUTDOOR CORP COM 243537107 605,340 5,414 SH SOLE 5,414 0 0
DEERE & CO COM 244199105 40,134,119 85,510 SH SOLE 85,510 0 0
DELL TECHNOLOGIES INC CL C 24703L202 36,882,027 404,630 SH SOLE 392,670 0 11,960
DELTA AIR LINES INC DEL COM NEW 247361702 933,373,409 21,407,647 SH SOLE 20,618,757 0 788,890
DESCARTES SYS GROUP INC COM 249906108 180,218,803 1,787,352 SH SOLE 1,787,352 0 0
DISCOVER FINL SVCS COM 254709108 98,144,477 574,953 SH SOLE 574,953 0 0
DISNEY WALT CO COM 254687106 611,389,650 6,194,424 SH SOLE 6,068,624 0 125,800
DOCUSIGN INC COM 256163106 37,422,022 459,730 SH SOLE 443,430 0 16,300
DOLLAR TREE INC COM 256746108 293,736,522 3,912,835 SH SOLE 3,833,745 0 79,090
DOORDASH INC CL A 25809K105 23,527,983 128,730 SH SOLE 125,420 0 3,310
DOW INC COM 260557103 44,595,704 1,277,082 SH SOLE 1,240,602 0 36,480
DUOLINGO INC CL A COM 26603R106 1,661,389 5,350 SH SOLE 5,350 0 0
DUPONT DE NEMOURS INC COM 26614N102 190,941,225 2,556,792 SH SOLE 2,484,142 0 72,650
E L F BEAUTY INC COM 26856L103 24,862,644 395,965 SH SOLE 384,365 0 11,600
EBAY INC. COM 278642103 144,577,813 2,134,620 SH SOLE 2,134,620 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 166,675,008 2,299,600 SH SOLE 2,299,600 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 527,347,121 50,223,535 SH SOLE 47,285,054 0 2,938,480
ELECTRONIC ARTS INC COM 285512109 65,010,877 449,840 SH SOLE 434,340 0 15,500
ELI LILLY & CO COM 532457108 12,206,759,842 14,779,770 SH SOLE 14,523,473 0 256,297
ENOVIS CORPORATION COM 194014502 457,259 11,967 SH SOLE 11,967 0 0
ENTEGRIS INC COM 29362U104 239,333,382 2,735,864 SH SOLE 2,729,497 0 6,367
EOG RES INC COM 26875P101 326,122,271 2,543,062 SH SOLE 2,543,062 0 0
EPR PPTYS COM SH BEN INT 26884U109 5,624,009 106,900 SH SOLE 106,900 0 0
ESAB CORPORATION COM 29605J106 473,806 4,067 SH SOLE 4,067 0 0
ETSY INC COM 29786A106 1,509,760 32,000 SH SOLE 32,000 0 0
EVERCORE INC CLASS A 29977A105 50,355,404 252,130 SH SOLE 252,130 0 0
EXACT SCIENCES CORP COM 30063P105 20,748,897 479,300 SH SOLE 479,300 0 0
EXPAND ENERGY CORPORATION COM 165167735 61,308,486 550,741 SH SOLE 532,323 0 18,418
EXXON MOBIL CORP COM 30231G102 739,071,932 6,214,344 SH SOLE 6,207,838 0 6,506
FEDEX CORP COM 31428X106 2,908,734,204 11,931,800 SH SOLE 11,732,527 0 199,273
FIBROGEN INC COM 31572Q808 1,159,282 3,740,820 SH SOLE 3,582,420 0 158,400
FIDELITY NATL INFORMATION SV COM 31620M106 63,554,174 851,020 SH SOLE 851,020 0 0
FLEX LTD ORD Y2573F102 1,195,009,939 36,124,847 SH SOLE 34,411,264 0 1,713,583
FLUTTER ENTMT PLC SHS G3643J108 210,939,749 952,109 SH SOLE 952,109 0 0
FLYWIRE CORPORATION COM VTG 302492103 17,060,575 1,795,850 SH SOLE 1,795,850 0 0
FMC CORP COM NEW 302491303 9,766,985 231,500 SH SOLE 231,500 0 0
FORMFACTOR INC COM 346375108 78,765,980 2,784,234 SH SOLE 2,784,234 0 0
FORTINET INC COM 34959E109 6,685,257 69,450 SH SOLE 69,450 0 0
FREEPORT-MCMORAN INC CL B 35671D857 97,541,368 2,576,370 SH SOLE 2,576,370 0 0
FRONTIER GROUP HLDGS INC COM 35909R108 1,884,862 434,300 SH SOLE 434,300 0 0
GALAPAGOS NV SPON ADR 36315X101 3,697,915 147,210 SH SOLE 147,210 0 0
GARTNER INC COM 366651107 44,702,310 106,500 SH SOLE 106,500 0 0
GENERAL DYNAMICS CORP COM 369550108 164,322,127 602,840 SH SOLE 602,280 0 560
GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104 50,783,472 1,051,200 SH SOLE 1,051,200 0 0
GIBRALTAR INDS INC COM 374689107 6,000,918 102,300 SH SOLE 102,300 0 0
GITLAB INC CLASS A COM 37637K108 40,736,780 866,740 SH SOLE 866,740 0 0
GLAUKOS CORP COM 377322102 119,922,310 1,218,475 SH SOLE 1,218,475 0 0
GLOBUS MED INC CL A 379577208 2,820,030 38,525 SH SOLE 38,525 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 101,358,647 185,540 SH SOLE 185,540 0 0
GRAIL INC COM 384747101 52,397,150 2,051,572 SH SOLE 2,021,948 0 29,623
GREIF INC CL B 397624206 1,363,440 23,000 SH SOLE 23,000 0 0
GRIFFON CORP COM 398433102 19,676,800 275,200 SH SOLE 275,200 0 0
GROWGENERATION CORP COM 39986L109 494,964 458,300 SH SOLE 458,300 0 0
GSK PLC SPONSORED ADR 37733W204 995,928,693 25,708,020 SH SOLE 24,861,300 0 846,720
GUARDANT HEALTH INC COM 40131M109 1,861,024 43,686 SH SOLE 43,686 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101 8,402,982 215,020 SH SOLE 215,020 0 0
HEALTH CATALYST INC COM 42225T107 9,083,180 2,005,116 SH SOLE 2,005,116 0 0
HERTZ GLOBAL HLDGS INC COM NEW 42806J700 541,356 137,400 SH SOLE 137,400 0 0
HESS CORP COM 42809H107 1,138,934,800 7,130,375 SH SOLE 6,994,885 0 135,490
HEWLETT PACKARD ENTERPRISE C COM 42824C109 431,560,900 27,968,950 SH SOLE 27,254,020 0 714,930
HONEYWELL INTL INC COM 438516106 25,907,613 122,350 SH SOLE 122,350 0 0
HP INC COM 40434L105 598,737,964 21,622,895 SH SOLE 20,806,255 0 816,640
HUBSPOT INC COM 443573100 25,736,615 45,050 SH SOLE 45,050 0 0
HUMANA INC COM 444859102 5,113,660 19,326 SH SOLE 19,326 0 0
HUNT J B TRANS SVCS INC COM 445658107 94,807,840 640,810 SH SOLE 640,810 0 0
IBOTTA INC CLASS A COM SHS 451051106 5,261,285 124,675 SH SOLE 124,675 0 0
IDEX CORP COM 45167R104 49,576,733 273,950 SH SOLE 248,070 0 25,880
ILLUMINA INC COM 452327109 188,111,093 2,370,949 SH SOLE 2,231,319 0 139,630
IMAX CORP COM 45245E109 19,543,795 741,700 SH SOLE 741,700 0 0
IMMUNOCORE HLDGS PLC ADS 45258D105 79,475,545 2,678,650 SH SOLE 2,652,990 0 25,660
IMMUNOME INC COM 45257U108 22,974,201 3,413,700 SH SOLE 3,413,700 0 0
INDIE SEMICONDUCTOR INC CLASS A COM 45569U101 58,248,591 28,623,386 SH SOLE 26,295,050 0 2,328,336
INGEVITY CORP COM 45688C107 2,731,710 69,000 SH SOLE 69,000 0 0
INSULET CORP COM 45784P101 111,613,977 425,018 SH SOLE 425,018 0 0
INTEL CORP COM 458140100 1,748,313,226 76,984,290 SH SOLE 73,862,708 0 3,121,582
INTUIT COM 461202103 850,109,067 1,384,565 SH SOLE 1,359,965 0 24,600
IQVIA HLDGS INC COM 46266C105 52,339,768 296,879 SH SOLE 289,439 0 7,440
IVANHOE ELECTRIC INC COM 46578C108 2,773,694 477,400 SH SOLE 477,400 0 0
JABIL INC COM 466313103 460,700,364 3,385,760 SH SOLE 3,226,260 0 159,500
JACOBS SOLUTIONS INC COM 46982L108 562,554,605 4,653,442 SH SOLE 4,487,542 0 165,900
JAMF HLDG CORP COM 47074L105 376,650 31,000 SH SOLE 31,000 0 0
JELD-WEN HLDG INC COM 47580P103 1,924,131 322,300 SH SOLE 322,300 0 0
JETBLUE AWYS CORP COM 477143101 14,863,434 3,083,700 SH SOLE 3,083,700 0 0
JPMORGAN CHASE & CO. COM 46625H100 1,238,367,614 5,048,380 SH SOLE 4,928,080 0 120,300
KEYCORP COM 493267108 27,173,886 1,699,430 SH SOLE 1,699,430 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 100,291,238 669,635 SH SOLE 643,255 0 26,380
KIRBY CORP COM 497266106 26,701,994 264,350 SH SOLE 258,050 0 6,300
KLA CORP COM NEW 482480100 3,315,390,718 4,877,009 SH SOLE 4,819,219 0 57,790
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 7,734,697 177,850 SH SOLE 177,850 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 51,908,880 248,000 SH SOLE 248,000 0 0
LESLIES INC COM 527064109 964,336 1,311,130 SH SOLE 1,311,130 0 0
LINDE PLC SHS G54950103 131,738,869 282,920 SH SOLE 282,920 0 0
LIVANOVA PLC SHS G5509L101 181,018,346 4,608,410 SH SOLE 4,415,490 0 192,920
LIVE NATION ENTERTAINMENT IN COM 538034109 99,218,601 759,830 SH SOLE 746,870 0 12,960
LPL FINL HLDGS INC COM 50212V100 5,234,240 16,000 SH SOLE 16,000 0 0
LUCKY STRIKE ENTERTAINMENT C CL A COM 10258P102 3,190,544 326,900 SH SOLE 326,900 0 0
LYFT INC CL A COM 55087P104 73,652,637 6,204,940 SH SOLE 5,978,170 0 226,770
MARKETAXESS HLDGS INC COM 57060D108 294,563,123 1,361,512 SH SOLE 1,348,012 0 13,500
MARQETA INC CLASS A COM 57142B104 1,273,492 309,100 SH SOLE 309,100 0 0
MARRIOTT INTL INC NEW CL A 571903202 68,415,804 287,220 SH SOLE 281,320 0 5,900
MARSH & MCLENNAN COS INC COM 571748102 655,934,582 2,687,926 SH SOLE 2,630,426 0 57,500
MARVELL TECHNOLOGY INC COM 573874104 133,282,426 2,164,730 SH SOLE 2,129,430 0 35,300
MASTERCARD INCORPORATED CL A 57636Q104 229,700,648 419,070 SH SOLE 419,070 0 0
MATSON INC COM 57686G105 2,467,273 19,250 SH SOLE 19,250 0 0
MATTEL INC COM 577081102 682,977,540 35,150,671 SH SOLE 34,591,985 0 558,686
MAXLINEAR INC COM 57776J100 18,265,217 1,681,880 SH SOLE 1,674,980 0 6,900
MCDONALDS CORP COM 580135101 10,911,084 34,930 SH SOLE 34,930 0 0
MEDTRONIC PLC SHS G5960L103 59,946,056 667,105 SH SOLE 664,625 0 2,480
MERCK & CO INC COM 58933Y105 5,161,200 57,500 SH SOLE 57,500 0 0
META PLATFORMS INC CL A 30303M102 523,859,368 908,910 SH SOLE 892,610 0 16,300
MGM RESORTS INTERNATIONAL COM 552953101 16,312,967 550,370 SH SOLE 550,370 0 0
MICRON TECHNOLOGY INC COM 595112103 3,239,325,935 37,280,768 SH SOLE 36,769,368 0 511,400
MICROSOFT CORP COM 594918104 3,411,165,177 9,086,990 SH SOLE 8,890,130 0 196,860
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104 28,303,450 1,966,200 SH SOLE 1,966,200 0 0
MONGODB INC CL A 60937P106 152,694,470 870,550 SH SOLE 824,850 0 45,700
MOOG INC CL A 615394202 61,625,926 355,500 SH SOLE 355,500 0 0
MORGAN STANLEY COM NEW 617446448 134,187,417 1,150,145 SH SOLE 1,121,349 0 28,796
MURAL ONCOLOGY PUB LTD CO ORD SHS G63365103 173,633 137,803 SH SOLE 137,803 0 0
MURPHY USA INC COM 626755102 6,697,142 14,255 SH SOLE 14,255 0 0
NEKTAR THERAPEUTICS COM 640268108 3,641,119 5,354,586 SH SOLE 5,341,586 0 13,000
NETAPP INC COM 64110D104 1,010,343,586 11,502,090 SH SOLE 11,355,790 0 146,300
NETFLIX INC COM 64110L106 138,685,861 148,720 SH SOLE 145,320 0 3,400
NEUROCRINE BIOSCIENCES INC COM 64125C109 42,297,864 382,440 SH SOLE 368,020 0 14,420
NEW FORTRESS ENERGY INC COM CL A 644393100 108,382,327 13,042,398 SH SOLE 12,109,127 0 933,270
NEWELL BRANDS INC COM 651229106 89,887,786 14,498,030 SH SOLE 13,422,910 0 1,075,120
NEXTRACKER INC CLASS A COM 65290E101 319,951,955 7,592,594 SH SOLE 7,264,969 0 327,626
NICE LTD SPONSORED ADR 653656108 346,883 2,250 SH SOLE 2,250 0 0
NIKE INC CL B 654106103 111,498,176 1,756,430 SH SOLE 1,756,430 0 0
NLIGHT INC COM 65487K100 1,967,201 253,179 SH SOLE 253,179 0 0
NMI HLDGS INC COM 629209305 12,687,798 351,950 SH SOLE 351,950 0 0
NN INC COM 629337106 676,192 299,200 SH SOLE 299,200 0 0
NORFOLK SOUTHN CORP COM 655844108 166,960,302 704,920 SH SOLE 704,920 0 0
NORTHERN TR CORP COM 665859104 643,494,842 6,523,009 SH SOLE 6,291,919 0 231,090
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 32,725,054 1,726,004 SH SOLE 1,690,604 0 35,400
NOVARTIS AG SPONSORED ADR 66987V109 1,157,483,351 10,382,879 SH SOLE 10,265,269 0 117,610
NURIX THERAPEUTICS INC COM 67080M103 2,756,160 232,000 SH SOLE 232,000 0 0
NUTANIX INC CL A 67059N108 231,273,758 3,312,903 SH SOLE 3,167,303 0 145,600
NVENT ELECTRIC PLC SHS G6700G107 45,028,780 859,000 SH SOLE 859,000 0 0
NVIDIA CORPORATION COM 67066G104 2,226,883,858 20,547,000 SH SOLE 20,250,870 0 296,130
OKTA INC CL A 679295105 137,445,309 1,306,266 SH SOLE 1,133,166 0 173,100
OLD DOMINION FREIGHT LINE IN COM 679580100 3,805,350 23,000 SH SOLE 23,000 0 0
OLLIES BARGAIN OUTLET HLDGS COM 681116109 54,603,094 469,260 SH SOLE 469,260 0 0
ONESTREAM INC CL A 68278B107 3,096,434 145,100 SH SOLE 145,100 0 0
ORACLE CORP COM 68389X105 1,506,770,819 10,777,275 SH SOLE 10,551,175 0 226,100
ORASURE TECHNOLOGIES INC COM 68554V108 1,107,045 328,500 SH SOLE 328,500 0 0
OSI SYSTEMS INC COM 671044105 64,973,692 334,330 SH SOLE 334,330 0 0
OTIS WORLDWIDE CORP COM 68902V107 186,083,119 1,803,131 SH SOLE 1,773,080 0 30,050
PALO ALTO NETWORKS INC COM 697435105 168,687,877 988,560 SH SOLE 973,580 0 14,980
PARSONS CORP DEL COM 70202L102 19,823,508 334,800 SH SOLE 287,800 0 47,000
PAYPAL HLDGS INC COM 70450Y103 389,791,104 5,973,810 SH SOLE 5,839,610 0 134,200
PENUMBRA INC COM 70975L107 8,134,612 30,420 SH SOLE 30,420 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 165,571,191 2,105,700 SH SOLE 2,023,740 0 81,960
PERIMETER SOLUTIONS INC COMMON STOCK 71385M107 19,327,160 1,919,280 SH SOLE 1,919,280 0 0
PHILIP MORRIS INTL INC COM 718172109 20,777,757 130,900 SH SOLE 130,900 0 0
PINTEREST INC CL A 72352L106 121,179,000 3,909,000 SH SOLE 3,909,000 0 0
PROGRESSIVE CORP COM 743315103 370,958,188 1,310,760 SH SOLE 1,310,760 0 0
PULMONX CORP COM 745848101 36,441,342 5,414,761 SH SOLE 5,009,561 0 405,200
QUALCOMM INC COM 747525103 576,656,859 3,754,032 SH SOLE 3,676,632 0 77,400
RAMBUS INC DEL COM 750917106 3,774,400 72,900 SH SOLE 21,300 0 51,600
RAYMOND JAMES FINL INC COM 754730109 1,350,023,091 9,718,689 SH SOLE 9,512,819 0 205,870
REPLIGEN CORP COM 759916109 3,926,372 30,858 SH SOLE 30,858 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 6,546,714 98,240 SH SOLE 98,240 0 0
REVVITY INC COM 714046109 121,202,893 1,145,585 SH SOLE 1,100,395 0 45,190
RHYTHM PHARMACEUTICALS INC COM 76243J105 306,554,446 5,787,322 SH SOLE 5,787,322 0 0
RINGCENTRAL INC CL A 76680R206 8,911,124 359,900 SH SOLE 359,900 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103 3,286,053 263,940 SH SOLE 263,940 0 0
ROCKWELL AUTOMATION INC COM 773903109 66,003,170 255,450 SH SOLE 250,700 0 4,750
ROSS STORES INC COM 778296103 1,305,622,124 10,216,935 SH SOLE 10,025,785 0 191,150
ROYAL CARIBBEAN GROUP COM V7780T103 729,058,898 3,548,768 SH SOLE 3,499,568 0 49,200
RTX CORPORATION COM 75513E101 51,027,831 385,232 SH SOLE 385,232 0 0
RXO INC COMMON STOCK 74982T103 5,138,473 269,030 SH SOLE 269,030 0 0
RYANAIR HOLDINGS PLC SPONSORED ADR 783513203 44,300,886 1,045,572 SH SOLE 1,045,572 0 0
SAIA INC COM 78709Y105 17,303,774 49,520 SH SOLE 49,520 0 0
SALESFORCE INC COM 79466L302 136,192,700 507,500 SH SOLE 507,500 0 0
SANDISK CORP COM 80004C200 18,101,894 380,212 SH SOLE 379,569 0 643
SANOFI SPONSORED ADR 80105N105 61,041,384 1,100,638 SH SOLE 1,094,010 0 6,628
SAVERS VALUE VLG INC COM 80517M109 3,267,323 473,525 SH SOLE 473,525 0 0
SCHLUMBERGER LTD COM STK 806857108 17,592,366 420,870 SH SOLE 420,870 0 0
SCHWAB CHARLES CORP COM 808513105 1,096,082,666 14,002,078 SH SOLE 13,376,334 0 625,744
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 70,547,156 830,455 SH SOLE 739,505 0 90,950
SHUTTERSTOCK INC COM 825690100 379,288 20,359 SH SOLE 20,359 0 0
SNAP INC CL A 83304A106 163,313 18,750 SH SOLE 18,750 0 0
SONY GROUP CORP SPONSORED ADR 835699307 2,385,631,070 93,959,475 SH SOLE 92,026,175 0 1,933,300
SOUTHWEST AIRLS CO COM 844741108 1,668,533,383 49,688,308 SH SOLE 48,037,903 0 1,650,404
SPHERE ENTERTAINMENT CO CL A 55826T102 13,837,549 422,908 SH SOLE 422,908 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 141,805,984 257,815 SH SOLE 257,815 0 0
STANDARD BIOTOOLS INC COM 34385P108 682,640 632,074 SH SOLE 632,074 0 0
STRATASYS LTD SHS M85548101 8,587,347 877,155 SH SOLE 877,155 0 0
STRYKER CORPORATION COM 863667101 161,872,913 434,850 SH SOLE 434,850 0 0
SUN CTRY AIRLS HLDGS INC COM 866683105 1,020,281 82,815 SH SOLE 82,815 0 0
SYNOPSYS INC COM 871607107 17,754,390 41,400 SH SOLE 41,400 0 0
SYSCO CORP COM 871829107 308,794,929 4,115,071 SH SOLE 3,929,881 0 185,190
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 13,234,778 63,859 SH SOLE 63,859 0 0
TAPESTRY INC COM 876030107 25,171,223 357,495 SH SOLE 216,585 0 140,910
TECHNIPFMC PLC COM G87110105 54,138,245 1,708,370 SH SOLE 1,708,370 0 0
TELEFONAKTIEBOLAGET LM ERICS ADR B SEK 10 294821608 355,516,632 45,813,999 SH SOLE 44,548,799 0 1,265,200
TERADYNE INC COM 880770102 158,731,594 1,921,690 SH SOLE 1,848,964 0 72,725
TESLA INC COM 88160R101 1,835,425,543 7,082,210 SH SOLE 7,028,810 0 53,400
TEXAS INSTRS INC COM 882508104 2,514,279,558 13,991,539 SH SOLE 13,750,878 0 240,661
TEXTRON INC COM 883203101 338,537,133 4,685,635 SH SOLE 4,646,120 0 39,515
THE TRADE DESK INC COM CL A 88339J105 11,436,480 209,000 SH SOLE 209,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 1,153,089,475 2,317,302 SH SOLE 2,285,152 0 32,150
TJX COS INC NEW COM 872540109 1,425,189,961 11,701,067 SH SOLE 11,547,475 0 153,592
T-MOBILE US INC COM 872590104 144,292,511 541,009 SH SOLE 541,009 0 0
TRADEWEB MKTS INC CL A 892672106 226,682,089 1,526,890 SH SOLE 1,487,790 0 39,100
TRANSDIGM GROUP INC COM 893641100 709,411,978 512,844 SH SOLE 512,844 0 0
TRANSOCEAN LTD REGISTERED SHS H8817H100 170,660,346 53,836,071 SH SOLE 51,481,175 0 2,354,896
TRIMBLE INC COM 896239100 282,971,593 4,310,306 SH SOLE 4,128,356 0 181,950
TRONOX HOLDINGS PLC SHS G9087Q102 10,246,720 1,455,500 SH SOLE 1,455,500 0 0
TYSON FOODS INC CL A 902494103 27,023,535 423,500 SH SOLE 423,500 0 0
UBER TECHNOLOGIES INC COM 90353T100 97,854,623 1,343,050 SH SOLE 1,288,950 0 54,100
ULTA BEAUTY INC COM 90384S303 23,275,290 63,500 SH SOLE 63,500 0 0
UNION PAC CORP COM 907818108 350,504,563 1,483,680 SH SOLE 1,483,680 0 0
UNITED AIRLS HLDGS INC COM 910047109 1,505,265,493 21,799,645 SH SOLE 21,355,405 0 444,240
UNITED PARCEL SERVICE INC CL B 911312106 253,591,953 2,305,591 SH SOLE 2,254,475 0 51,116
UNITEDHEALTH GROUP INC COM 91324P102 6,711,856 12,815 SH SOLE 12,815 0 0
UNITY SOFTWARE INC COM 91332U101 12,907,734 658,894 SH SOLE 658,894 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 256,046,504 1,835,722 SH SOLE 1,813,922 0 21,800
US FOODS HLDG CORP COM 912008109 127,084,044 1,941,400 SH SOLE 1,914,500 0 26,900
VALERO ENERGY CORP COM 91913Y100 7,183,288 54,390 SH SOLE 49,390 0 5,000
VALVOLINE INC COM 92047W101 944,395 27,130 SH SOLE 27,130 0 0
VICTORIAS SECRET AND CO COMMON STOCK 926400102 2,172,615 116,933 SH SOLE 116,933 0 0
VIKING HOLDINGS LTD ORD SHS G93A5A101 30,361,050 763,800 SH SOLE 763,800 0 0
VISA INC COM CL A 92826C839 1,357,429,709 3,873,280 SH SOLE 3,756,480 0 116,800
VSE CORP COM 918284100 20,298,110 169,165 SH SOLE 159,185 0 9,980
WALMART INC COM 931142103 8,361,998 95,250 SH SOLE 95,250 0 0
WATERS CORP COM 941848103 25,394,842 68,901 SH SOLE 68,901 0 0
WAVE LIFE SCIENCES LTD SHS Y95308105 20,260,762 2,507,520 SH SOLE 2,507,520 0 0
WELLS FARGO CO NEW COM 949746101 1,572,391,172 21,902,649 SH SOLE 21,487,814 0 414,835
WELLTOWER INC COM 95040Q104 6,051,795 39,500 SH SOLE 39,500 0 0
WESTERN DIGITAL CORP COM 958102105 45,344,470 1,121,555 SH SOLE 1,119,625 0 1,930
WEX INC COM 96208T104 47,606,894 303,190 SH SOLE 303,190 0 0
WHIRLPOOL CORP COM 963320106 416,357,879 4,619,526 SH SOLE 4,489,896 0 129,630
WILLSCOT HLDGS CORP COM CL A 971378104 28,267,040 1,016,800 SH SOLE 1,016,800 0 0
WOLFSPEED INC COM 977852102 20,395,728 6,665,270 SH SOLE 6,253,950 0 411,320
XENCOR INC COM 98401F105 103,857,167 9,761,012 SH SOLE 9,761,012 0 0
XOMETRY INC CLASS A COM 98423F109 157,942,014 6,337,962 SH SOLE 5,707,697 0 630,265
XPENG INC ADS 98422D105 298,032,025 14,383,785 SH SOLE 13,283,895 0 1,099,890
XPO INC COM 983793100 58,120,095 540,250 SH SOLE 540,250 0 0
ZENTALIS PHARMACEUTICALS INC COM 98943L107 2,010,746 1,264,620 SH SOLE 1,245,520 0 19,100
ZIMMER BIOMET HOLDINGS INC COM 98956P102 530,018,546 4,682,970 SH SOLE 4,514,120 0 168,850
ZIMVIE INC COM 98888T107 376,272 34,840 SH SOLE 34,840 0 0
ZOOM COMMUNICATIONS INC CL A 98980L101 88,748,999 1,203,050 SH SOLE 1,203,050 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104 46,899,060 4,689,906 SH SOLE 4,689,906 0 0