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
AT&T INC COM 00206R102 795,312,903 27,481,441 SH SOLE 27,481,441 0 0
ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS 00215W100 238,664 23,104 SH SOLE 23,104 0 0
ABBVIE INC COM 00287Y109 59,423,459 320,135 SH SOLE 320,135 0 0
ADTALEM GLOBAL ED INC COM 00737L103 13,310,166 104,615 SH SOLE 104,615 0 0
ADVANCED MICRO DEVICES INC COM 007903107 16,575,055 116,808 SH SOLE 115,577 0 1,231
AGILYSYS INC COM 00847J105 21,313,066 185,913 SH SOLE 185,913 0 0
AIRBNB INC NOTE 3/1 009066AB7 1,302,020 1,350,000 PRN SOLE 1,350,000 0 0
AIR LEASE CORP CL A 00912X302 10,724,259 183,352 SH SOLE 183,352 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 54,907,678 484,152 SH SOLE 484,152 0 0
ALPHABET INC CAP STK CL A 02079K305 93,743,081 531,936 SH SOLE 531,936 0 0
AMAZON COM INC COM 023135106 2,445,321 11,146 SH SOLE 11,146 0 0
MIDCAP FINANCIAL INVSTMNT CO COM NEW 03761U502 37,074,822 2,937,783 SH SOLE 2,937,783 0 0
APPLE INC COM 037833100 636,643 3,103 SH SOLE 3,103 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105 18,224,312 78,401 SH SOLE 78,401 0 0
ARCOSA INC COM 039653100 11,917,856 137,445 SH SOLE 137,445 0 0
ARGAN INC COM 04010E109 6,670,622 30,255 SH SOLE 30,255 0 0
ARISTA NETWORKS INC COM SHS 040413205 14,884,570 145,485 SH SOLE 143,800 0 1,685
ASSURANT INC COM 04621X108 10,860,765 54,994 SH SOLE 54,994 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 37,431,222 535,650 SH SOLE 524,600 0 11,050
AVANTOR INC COM 05352A100 6,209,394 461,322 SH SOLE 461,322 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 13,282,068 123,176 SH SOLE 123,176 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 4,288,210 78,010 SH SOLE 78,010 0 0
BOOKING HOLDINGS INC COM 09857L108 31,082,430 5,369 SH SOLE 5,369 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 1,777,536 38,400 SH SOLE 38,400 0 0
BROADCOM INC COM 11135F101 729,194,862 2,645,365 SH SOLE 2,645,365 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 31,689,970 271,574 SH SOLE 271,574 0 0
CCC INTELLIGENT SOLUTIONS HL COM 12510Q100 14,176,391 1,506,524 SH SOLE 1,506,524 0 0
CME GROUP INC COM 12572Q105 284,253,521 1,031,324 SH SOLE 1,031,324 0 0
CACI INTL INC CL A 127190304 40,711,610 85,403 SH SOLE 85,403 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108 162,087,729 2,044,755 SH SOLE 2,040,431 0 4,324
CAPITAL ONE FINL CORP COM 14040H105 40,273,340 189,290 SH SOLE 189,290 0 0
CASELLA WASTE SYS INC CL A 147448104 29,480,744 255,510 SH SOLE 255,510 0 0
CELSIUS HLDGS INC COM NEW 15118V207 4,598,687 99,131 SH SOLE 99,131 0 0
CHIMERA INVT CORP COM SHS 16934Q802 68,638,954 4,948,735 SH SOLE 4,948,735 0 0
CHURCHILL DOWNS INC COM 171484108 4,495,308 44,508 SH SOLE 44,508 0 0
CISCO SYS INC COM 17275R102 169,853,965 2,448,169 SH SOLE 2,448,169 0 0
CITIGROUP INC COM NEW 172967424 686,607,627 8,066,349 SH SOLE 8,066,349 0 0
CLEAN HARBORS INC COM 184496107 15,033,404 65,029 SH SOLE 65,029 0 0
CLEARWATER ANALYTICS HLDGS I CL A 185123106 4,098,147 186,874 SH SOLE 186,874 0 0
COCA-COLA FEMSA SAB DE CV SPONS ADS REP 191241108 517,506 5,350 SH SOLE 5,350 0 0
COHERENT CORP COM 19247G107 12,837,497 143,902 SH SOLE 143,902 0 0
COMCAST HOLDINGS CORP ZONES CV2% PCS 200300507 16,882,882 284,060 PRN SOLE 284,060 0 0
COSTCO WHSL CORP NEW COM 22160K105 6,090,111 6,152 SH SOLE 6,152 0 0
COUPANG INC CL A 22266T109 492,842 16,450 SH SOLE 16,450 0 0
ARTIVION INC COM 228903100 4,126,099 132,672 SH SOLE 132,672 0 0
CYTOKINETICS INC COM NEW 23282W605 2,407,922 72,879 SH SOLE 72,879 0 0
DT MIDSTREAM INC COMMON STOCK 23345M107 11,066,178 100,684 SH SOLE 100,684 0 0
DECKERS OUTDOOR CORP COM 243537107 5,872,001 56,971 SH SOLE 56,971 0 0
DIAGEO PLC SPON ADR NEW 25243Q205 4,071,314 40,374 SH SOLE 40,007 0 367
DIAMONDBACK ENERGY INC COM 25278X109 263,671 1,919 SH SOLE 1,919 0 0
DR REDDYS LABS LTD ADR 256135203 431,391 28,702 SH SOLE 28,702 0 0
DUTCH BROS INC CL A 26701L100 2,178,542 31,864 SH SOLE 31,864 0 0
ENBRIDGE INC COM 29250N105 162,809,977 3,587,620 SH SOLE 3,587,620 0 0
ENTEGRIS INC COM 29362U104 5,316,529 65,921 SH SOLE 65,921 0 0
EQUITABLE HLDGS INC COM 29452E101 272,380,815 4,855,273 SH SOLE 4,855,273 0 0
META PLATFORMS INC CL A 30303M102 113,937,477 154,368 SH SOLE 154,368 0 0
FREEPORT-MCMORAN INC CL B 35671D857 126,400,927 2,915,823 SH SOLE 2,913,527 0 2,296
FRESHPET INC COM 358039105 4,516,690 66,461 SH SOLE 66,461 0 0
GLAUKOS CORP COM 377322102 5,208,915 50,430 SH SOLE 50,430 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 10,999,415 25,187 SH SOLE 25,187 0 0
GRUPO AEROPUERTO DEL PACIFIC SPON ADS B 400506101 541,903 2,360 SH SOLE 2,360 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 651,158 8,493 SH SOLE 8,486 0 7
HOME DEPOT INC COM 437076102 187,911,433 512,523 SH SOLE 512,523 0 0
ITT INC COM 45073V108 12,372,632 78,892 SH SOLE 78,892 0 0
ICICI BANK LIMITED ADR 45104G104 7,736,359 229,975 SH SOLE 224,010 0 5,965
INFOSYS LTD SPONSORED ADR 456788108 533,312 28,781 SH SOLE 28,781 0 0
ING GROEP N.V. SPONSORED ADR 456837103 11,697,191 534,851 SH SOLE 529,700 0 5,151
INSMED INC COM PAR $.01 457669307 5,358,879 53,248 SH SOLE 53,248 0 0
INSPIRE MED SYS INC COM 457730109 2,715,827 20,928 SH SOLE 20,928 0 0
INSULET CORP COM 45784P101 4,728,095 15,049 SH SOLE 15,049 0 0
ISHARES TR MSCI EAFE ETF 464287465 3,644,788 40,774 SH SOLE 40,369 0 405
ISHARES TR MSCI ACWI EX US 464288240 2,902,633 47,631 SH SOLE 46,939 0 692
ITAU UNIBANCO HLDG S A SPON ADR REP PFD 465562106 328,201 48,336 SH SOLE 48,336 0 0
JPMORGAN CHASE & CO. COM 46625H100 27,102,816 93,487 SH SOLE 93,487 0 0
KB FINL GROUP INC SPONSORED ADR 48241A105 466,634 5,650 SH SOLE 5,650 0 0
KANZHUN LIMITED SPONSORED ADS 48553T106 83,208,561 4,664,157 SH SOLE 4,660,001 0 4,156
KEMPER CORP COM 488401100 11,328,319 175,524 SH SOLE 175,524 0 0
KITE RLTY GROUP TR COM NEW 49803T300 8,271,282 365,178 SH SOLE 365,178 0 0
LPL FINL HLDGS INC COM 50212V100 15,750,990 42,006 SH SOLE 42,006 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 31,950,745 127,375 SH SOLE 127,375 0 0
LIBERTY ENERGY INC COM CL A 53115L104 882,227 76,849 SH SOLE 76,849 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755 6,053,058 57,924 SH SOLE 57,924 0 0
MYR GROUP INC DEL COM 55405W104 17,700,992 97,553 SH SOLE 97,553 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 11,161,861 77,897 SH SOLE 77,897 0 0
MASTERCARD INCORPORATED CL A 57636Q104 61,010,950 108,572 SH SOLE 107,348 0 1,224
MATADOR RES CO COM 576485205 5,580,949 116,952 SH SOLE 116,952 0 0
MERCADOLIBRE INC COM 58733R102 80,269,805 30,712 SH SOLE 30,389 0 323
MERCK & CO INC COM 58933Y105 374,398,382 4,729,641 SH SOLE 4,729,641 0 0
MICROSOFT CORP COM 594918104 6,769,253 13,609 SH SOLE 13,609 0 0
MICRON TECHNOLOGY INC COM 595112103 7,966,757 64,639 SH SOLE 64,639 0 0
MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104 14,832,912 1,081,116 SH SOLE 1,070,678 0 10,438
NOVARTIS AG SPONSORED ADR 66987V109 591,618 4,889 SH SOLE 4,889 0 0
NOVO-NORDISK A S ADR 670100205 56,781,167 822,677 SH SOLE 813,738 0 8,939
NUTANIX INC CL A 67059N108 13,681,155 178,979 SH SOLE 178,979 0 0
NVIDIA CORPORATION COM 67066G104 2,279,322 14,427 SH SOLE 14,427 0 0
OPEN TEXT CORP COM 683715106 5,244,227 179,337 SH SOLE 179,337 0 0
PJT PARTNERS INC COM CL A 69343T107 8,844,041 53,597 SH SOLE 53,597 0 0
TXNM ENERGY INC COM 69349H107 14,534,052 258,062 SH SOLE 258,062 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 96,495,860 7,713,498 SH SOLE 7,713,498 0 0
PFIZER INC COM 717081103 253,515,761 10,458,571 SH SOLE 10,458,571 0 0
PINNACLE FINL PARTNERS INC COM 72346Q104 14,844,735 134,451 SH SOLE 134,451 0 0
POOL CORP COM 73278L105 280,695 963 SH SOLE 963 0 0
PURE STORAGE INC CL A 74624M102 14,026,891 243,607 SH SOLE 243,607 0 0
QUALCOMM INC COM 747525103 264,212 1,659 SH SOLE 1,659 0 0
QUANTA SVCS INC COM 74762E102 685,459 1,813 SH SOLE 1,813 0 0
RAMBUS INC DEL COM 750917106 5,553,607 86,748 SH SOLE 86,748 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100 108,100,178 4,596,096 SH SOLE 4,596,096 0 0
REPLIGEN CORP COM 759916109 5,399,087 43,408 SH SOLE 43,408 0 0
REPAY HLDGS CORP COM CL A 76029L100 5,455,985 1,131,947 SH SOLE 1,131,947 0 0
SHELL PLC SPON ADS 780259305 7,479,654 106,230 SH SOLE 105,352 0 878
RYAN SPECIALTY HOLDINGS INC CL A 78351F107 5,928,796 87,201 SH SOLE 87,201 0 0
SAIA INC COM 78709Y105 2,919,364 10,655 SH SOLE 10,655 0 0
SAMSARA INC COM CL A 79589L106 3,079,211 77,406 SH SOLE 77,406 0 0
SAP SE SPON ADR 803054204 7,529,516 24,760 SH SOLE 24,510 0 250
SCHLUMBERGER LTD COM STK 806857108 1,152,580 34,100 SH SOLE 34,100 0 0
SCHWAB CHARLES CORP COM 808513105 74,257,864 813,874 SH SOLE 813,874 0 0
SEA LTD SPONSORD ADS 81141R100 50,844,126 317,895 SH SOLE 314,577 0 3,318
SENSIENT TECHNOLOGIES CORP COM 81725T100 14,215,057 144,286 SH SOLE 144,286 0 0
SERVICENOW INC COM 81762P102 6,134,553 5,967 SH SOLE 5,967 0 0
SHIFT4 PMTS INC CL A 82452J109 5,956,808 60,103 SH SOLE 60,103 0 0
SHOPIFY INC --- 82509L107 19,919,330 172,686 SH SOLE 170,837 0 1,849
SIMPLY GOOD FOODS CO COM 82900L102 8,237,503 260,763 SH SOLE 260,763 0 0
SITIME CORP COM 82982T106 3,409,280 16,000 SH SOLE 16,000 0 0
SMITH DOUGLAS HOMES CORP COM SHS CL A 83207R107 4,358,955 224,457 SH SOLE 224,457 0 0
SLR INVESTMENT CORP COM 83413U100 70,572,957 4,372,550 SH SOLE 4,372,550 0 0
SONY GROUP CORP SPONSORED ADR 835699307 17,253,621 662,836 SH SOLE 657,467 0 5,369
SOUTH BOW CORP COM 83671M105 43,046,540 1,656,020 SH SOLE 1,656,020 0 0
STANDARDAERO INC COM 85423L103 6,703,122 211,789 SH SOLE 211,789 0 0
STEPSTONE GROUP INC COM CL A 85914M107 4,059,326 73,141 SH SOLE 73,141 0 0
SUNOPTA INC COM 8676EP108 10,778,065 1,858,287 SH SOLE 1,858,287 0 0
TJX COS INC NEW COM 872540109 39,403,189 319,080 SH SOLE 319,080 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 160,512,557 708,696 SH SOLE 703,113 0 5,583
TALEN ENERGY CORP COM 87422Q109 12,834,297 44,139 SH SOLE 44,139 0 0
TC ENERGY CORP COM 87807B107 188,614,172 3,860,519 SH SOLE 3,860,519 0 0
TENARIS S A SPONSORED ADS 88031M109 936,159 25,031 SH SOLE 25,031 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 11,690,976 66,426 SH SOLE 66,426 0 0
TOTALENERGIES SE SPONSORED ADS 89151E109 14,089,865 229,514 SH SOLE 227,177 0 2,337
TRADEWEB MKTS INC CL A 892672106 4,311,041 29,447 SH SOLE 29,447 0 0
TRANSUNION COM 89400J107 18,259,120 207,490 SH SOLE 207,490 0 0
TRIP COM GROUP LTD ADS 89677Q107 7,813,135 133,239 SH SOLE 133,239 0 0
VANGUARD STAR FDS VG TL INTL STK F 921909768 401,067 5,805 SH SOLE 5,805 0 0
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 247,101 3,676 SH SOLE 3,676 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 22,600,802 176,005 SH SOLE 176,005 0 0
VISA INC COM CL A 92826C839 1,499,731 4,224 SH SOLE 4,224 0 0
VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 182,968 17,164 SH SOLE 17,164 0 0
WALKER & DUNLOP INC COM 93148P102 8,368,372 118,734 SH SOLE 118,734 0 0
ELME COMMUNITIES SH BEN INT 939653101 31,890,121 2,005,668 SH SOLE 2,005,668 0 0
WASTE CONNECTIONS INC COM 94106B101 7,243,802 38,795 SH SOLE 38,795 0 0
WESTERN ALLIANCE BANCORP COM 957638109 12,049,470 154,520 SH SOLE 154,520 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 12,606,878 155,238 SH SOLE 155,238 0 0
XPO INC COM 983793100 11,118,066 88,036 SH SOLE 88,036 0 0
ZOETIS INC CL A 98978V103 907,005 5,816 SH SOLE 5,816 0 0
AMER SPORTS INC COM SHS G0260P102 2,576,687 66,478 SH SOLE 66,478 0 0
BBB FOODS INC CL A COM G0896C103 11,588,773 417,463 SH SOLE 413,679 0 3,784
CREDICORP LTD COM G2519Y108 12,849,718 57,488 SH SOLE 57,488 0 0
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105 7,623,305 82,334 SH SOLE 82,334 0 0
FLUTTER ENTMT PLC SHS G3643J108 21,333,127 74,654 SH SOLE 73,817 0 837
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109 379,695 75,486 SH SOLE 75,486 0 0
ICON PLC SHS G4705A100 10,855,806 74,636 SH SOLE 73,696 0 940
LINDE PLC SHS G54950103 121,890,557 259,501 SH SOLE 259,188 0 313
MEDTRONIC PLC SHS G5960L103 167,611,348 1,922,810 SH SOLE 1,922,810 0 0
MAREX GROUP PLC ORD G5S37H101 32,473,153 822,730 SH SOLE 819,513 0 3,217
NU HLDGS LTD ORD SHS CL A G6683N103 18,887,995 1,376,676 SH SOLE 1,361,089 0 15,587
SHARKNINJA INC COM SHS G8068L108 18,856,704 190,491 SH SOLE 190,491 0 0
TECHNIPFMC PLC COM G87110105 18,205,294 528,609 SH SOLE 528,609 0 0
ALCON AG ORD SHS H01301128 142,752,625 1,615,994 SH SOLE 1,610,130 0 5,864
ON HLDG AG NAMEN AKT A H5919C104 6,176,513 118,665 SH SOLE 118,665 0 0
GLOBANT S A COM L44385109 8,430,134 92,802 SH SOLE 91,786 0 1,016
CYBERARK SOFTWARE LTD SHS M2682V108 8,935,492 21,961 SH SOLE 21,961 0 0
JFROG LTD ORD SHS M6191J100 5,599,922 127,619 SH SOLE 127,619 0 0
MONDAY COM LTD SHS M7S64H106 6,883,967 21,890 SH SOLE 21,890 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 18,564,199 23,165 SH SOLE 22,531 0 634
FERRARI N V COM N3167Y103 39,790,671 81,083 SH SOLE 80,167 0 916
FERROVIAL SE ORD SHS N3168P101 91,613,191 1,716,499 SH SOLE 1,714,396 0 2,103
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 114,065,956 1,971,413 SH SOLE 1,971,413 0 0
STELLANTIS N.V SHS N82405106 3,042,450 303,335 SH SOLE 303,335 0 0
STEVANATO GROUP S P A ORD SHS T9224W109 18,133,045 742,245 SH SOLE 741,728 0 517