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
ABBOTT LABS COM 002824100 95,573,718 762,820 SH SOLE 727,040 0 35,780
ADOBE INC COM 00724F101 1,286,635,338 3,676,206 SH SOLE 3,525,397 0 150,809
ADVANCED MICRO DEVICES INC COM 007903107 187,539,698 875,699 SH SOLE 850,809 0 24,890
AECOM COM 00766T100 826,252,089 8,667,283 SH SOLE 8,326,783 0 340,500
AGILENT TECHNOLOGIES INC COM 00846U101 181,984,917 1,337,436 SH SOLE 1,246,046 0 91,390
ALASKA AIR GROUP INC COM 011659109 164,019,749 3,260,830 SH SOLE 3,260,830 0 0
ALBEMARLE CORP COM 012653101 396,748,959 2,805,069 SH SOLE 2,710,544 0 94,525
ALCON AG ORD SHS H01301128 105,673,647 1,340,866 SH SOLE 1,325,406 0 15,460
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 2,781,712,570 18,977,436 SH SOLE 18,436,586 0 540,850
ALKERMES PLC SHS G01767105 71,749,112 2,564,300 SH SOLE 2,486,370 0 77,930
ALLEGIANT TRAVEL CO COM 01748X102 2,792,593 32,750 SH SOLE 32,750 0 0
ALLOGENE THERAPEUTICS INC COM 019770106 11,151,581 8,139,840 SH SOLE 8,139,840 0 0
ALPHABET INC CAP STK CL A 02079K305 4,735,154,457 15,128,289 SH SOLE 14,653,779 0 474,510
ALPHABET INC CAP STK CL C 02079K107 1,808,316,431 5,762,640 SH SOLE 5,514,520 0 248,120
ALTRIA GROUP INC COM 02209S103 16,992,402 294,700 SH SOLE 294,700 0 0
AMAZON COM INC COM 023135106 2,828,973,315 12,256,188 SH SOLE 12,199,288 0 56,900
AMBARELLA INC SHS G037AX101 1,381,380 19,500 SH SOLE 19,500 0 0
AMENTUM HOLDINGS INC COM 023939101 351,680,883 12,126,927 SH SOLE 11,460,027 0 666,900
AMERICAN AIRLS GROUP INC COM 02376R102 751,209,155 49,002,554 SH SOLE 47,057,424 0 1,945,130
AMETEK INC COM 031100100 169,001,747 823,154 SH SOLE 823,154 0 0
AMGEN INC COM 031162100 2,914,688,677 8,904,979 SH SOLE 8,706,574 0 198,405
AMICUS THERAPEUTICS INC COM 03152W109 8,393,056 589,400 SH SOLE 589,400 0 0
ANALOG DEVICES INC COM 032654105 852,012,768 3,141,640 SH SOLE 3,080,470 0 61,170
APPLE INC COM 037833100 478,712,837 1,760,880 SH SOLE 1,760,880 0 0
APPLIED MATLS INC COM 038222105 317,080,943 1,233,826 SH SOLE 1,160,771 0 73,055
APPLOVIN CORP COM CL A 03831W108 102,774,395 152,525 SH SOLE 152,525 0 0
ARISTA NETWORKS INC COM SHS 040413205 2,096,480 16,000 SH SOLE 16,000 0 0
ARLO TECHNOLOGIES INC COM 04206A101 38,874,572 2,778,740 SH SOLE 2,506,040 0 272,700
ARM HOLDINGS PLC SPONSORED ADS 042068205 25,565,423 233,880 SH SOLE 233,880 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100 2,888,626 313,300 SH SOLE 313,300 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 381,700,371 356,776 SH SOLE 343,080 0 13,696
ASTRAZENECA PLC SPONSORED ADR 046353108 3,393,619,943 36,915,261 SH SOLE 35,877,231 0 1,038,030
AURORA INNOVATION INC CLASS A COM 051774107 39,181,747 10,203,580 SH SOLE 10,203,580 0 0
AUTODESK INC COM 052769106 182,075,751 615,100 SH SOLE 615,100 0 0
AXCELIS TECHNOLOGIES INC COM NEW 054540208 53,421,440 664,942 SH SOLE 664,942 0 0
AXON ENTERPRISE INC COM 05464C101 6,871,953 12,100 SH SOLE 12,100 0 0
BAIDU INC SPON ADR REP A 056752108 1,450,796,375 11,103,600 SH SOLE 10,801,100 0 302,500
BANK AMERICA CORP COM 060505104 139,740,260 2,540,732 SH SOLE 2,283,032 0 257,700
BANK NEW YORK MELLON CORP COM 064058100 292,741,599 2,521,678 SH SOLE 2,521,678 0 0
BATH & BODY WORKS INC COM 070830104 6,369,176 317,190 SH SOLE 293,520 0 23,670
BELLRING BRANDS INC COMMON STOCK 07831C103 17,652,492 660,400 SH SOLE 647,000 0 13,400
BEONE MEDICINES LTD SPONSORED ADS 07725L102 1,513,150,314 4,980,581 SH SOLE 4,890,681 0 89,900
BIOGEN INC COM 09062X103 2,597,259,895 14,757,997 SH SOLE 14,358,040 0 399,957
BIOMARIN PHARMACEUTICAL INC COM 09061G101 864,665,732 14,549,314 SH SOLE 13,901,795 0 647,519
BIONTECH SE SPONSORED ADS 09075V102 361,761,047 3,800,011 SH SOLE 3,592,711 0 207,300
BIRKENSTOCK HOLDING PLC COM SHS M2029K104 15,820,120 386,800 SH SOLE 386,800 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 75,929,412 843,379 SH SOLE 825,079 0 18,300
BLACKBERRY LTD COM 09228F103 10,894,264 2,874,476 SH SOLE 2,800,676 0 73,800
BOEING CO COM 097023105 1,975,792 9,100 SH SOLE 9,100 0 0
BOOT BARN HLDGS INC COM 099406100 8,131,738 46,080 SH SOLE 46,080 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 393,648,899 4,666,298 SH SOLE 4,506,098 0 160,200
BOSTON SCIENTIFIC CORP COM 101137107 2,965,021,147 31,096,184 SH SOLE 30,719,996 0 376,188
BRIDGEBIO PHARMA INC COM 10806X102 43,574,823 569,680 SH SOLE 569,680 0 0
BRINKER INTL INC COM 109641100 4,047,264 28,200 SH SOLE 0 0 28,200
BRISTOL-MYERS SQUIBB CO COM 110122108 1,341,787,169 24,875,550 SH SOLE 24,341,980 0 533,570
BROADCOM INC COM 11135F101 261,557,461 755,728 SH SOLE 749,438 0 6,290
BRUKER CORP COM 116794108 30,861,761 655,100 SH SOLE 655,100 0 0
BURLINGTON STORES INC COM 122017106 233,156,832 807,190 SH SOLE 807,190 0 0
CAMECO CORP COM 13321L108 85,421,469 933,670 SH SOLE 933,670 0 0
CAPITAL ONE FINL CORP COM 14040H105 92,816,609 382,970 SH SOLE 382,970 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 95,324,553 3,906,744 SH SOLE 3,771,744 0 135,000
CARMAX INC COM 143130102 168,749,999 4,367,236 SH SOLE 4,121,457 0 245,779
CARNIVAL CORP UNIT 99/99/9999 143658300 163,896,055 5,366,603 SH SOLE 5,039,374 0 327,229
CARRIER GLOBAL CORPORATION COM 14448C104 154,270,343 2,919,575 SH SOLE 2,912,575 0 7,000
CARVANA CO CL A 146869102 74,708,091 177,025 SH SOLE 177,025 0 0
CASEYS GEN STORES INC COM 147528103 25,424,660 46,000 SH SOLE 46,000 0 0
CATERPILLAR INC COM 149123101 504,222,988 880,170 SH SOLE 867,930 0 12,240
CAVA GROUP INC COM 148929102 73,964,073 1,260,250 SH SOLE 1,260,250 0 0
CBOE GLOBAL MKTS INC COM 12503M108 1,480,900 5,900 SH SOLE 2,900 0 3,000
CERUS CORP COM 157085101 1,636,670 794,500 SH SOLE 794,500 0 0
CHARLES RIV LABS INTL INC COM 159864107 53,239,217 266,890 SH SOLE 266,890 0 0
CHEVRON CORP NEW COM 166764100 354,406,898 2,325,352 SH SOLE 2,289,324 0 36,028
CIENA CORP COM NEW 171779309 119,647,892 511,600 SH SOLE 505,500 0 6,100
CIRCLE INTERNET GROUP INC COM CL A 172573107 206,180 2,600 SH SOLE 2,600 0 0
CISCO SYS INC COM 17275R102 372,906,852 4,841,060 SH SOLE 4,677,904 0 163,156
CITIGROUP INC COM NEW 172967424 288,025,927 2,468,300 SH SOLE 2,368,100 0 100,200
CME GROUP INC COM 12572Q105 513,122,235 1,879,018 SH SOLE 1,825,408 0 53,610
COCA COLA CO COM 191216100 2,460,832 35,200 SH SOLE 35,200 0 0
COMCAST CORP NEW CL A 20030N101 1,339,072 44,800 SH SOLE 44,800 0 0
COMERICA INC COM 200340107 10,880,159 125,160 SH SOLE 125,160 0 0
CONOCOPHILLIPS COM 20825C104 1,083,766,499 11,577,465 SH SOLE 11,317,165 0 260,300
CONTROLADORA VUELA COMP DE A SPON ADR RP 10 21240E105 364,080 41,000 SH SOLE 41,000 0 0
CORNING INC COM 219350105 362,338,340 4,138,172 SH SOLE 4,054,772 0 83,400
CORTEVA INC COM 22052L104 79,777,766 1,190,180 SH SOLE 1,176,920 0 13,260
COSTAR GROUP INC COM 22160N109 10,153,240 151,000 SH SOLE 151,000 0 0
COTERRA ENERGY INC COM 127097103 60,266,220 2,289,750 SH SOLE 2,124,450 0 165,300
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105 9,712,575 67,500 SH SOLE 67,500 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 42,741,537 91,180 SH SOLE 91,180 0 0
CSX CORP COM 126408103 79,460,000 2,192,000 SH SOLE 2,192,000 0 0
CURTISS WRIGHT CORP COM 231561101 310,916,281 564,000 SH SOLE 546,900 0 17,100
CVS HEALTH CORP COM 126650100 191,299,661 2,410,530 SH SOLE 2,357,900 0 52,630
CYBERARK SOFTWARE LTD SHS M2682V108 13,604,830 30,500 SH SOLE 30,500 0 0
DANAHER CORPORATION COM 235851102 338,966,423 1,480,720 SH SOLE 1,475,720 0 5,000
DEERE & CO COM 244199105 33,832,972 72,670 SH SOLE 72,670 0 0
DELL TECHNOLOGIES INC CL C 24703L202 47,223,883 375,150 SH SOLE 364,510 0 10,640
DELTA AIR LINES INC DEL COM NEW 247361702 1,221,032,414 17,594,127 SH SOLE 16,868,797 0 725,330
DESCARTES SYS GROUP INC COM 249906108 103,302,050 1,178,440 SH SOLE 1,178,440 0 0
DICKS SPORTING GOODS INC COM 253393102 5,157,119 26,050 SH SOLE 26,050 0 0
DISNEY WALT CO COM 254687106 709,541,056 6,236,627 SH SOLE 6,018,127 0 218,500
DOCUSIGN INC COM 256163106 24,104,844 352,410 SH SOLE 337,910 0 14,500
DOLLAR TREE INC COM 256746108 471,426,600 3,832,425 SH SOLE 3,761,635 0 70,790
DOORDASH INC CL A 25809K105 20,940,341 92,460 SH SOLE 92,460 0 0
DOW INC COM 260557103 103,633,301 4,432,562 SH SOLE 4,396,252 0 36,310
DUPONT DE NEMOURS INC COM 26614N102 80,296,243 1,997,419 SH SOLE 1,923,059 0 74,360
E L F BEAUTY INC COM 26856L103 44,337,782 583,085 SH SOLE 572,885 0 10,200
EBAY INC. COM 278642103 164,098,142 1,884,020 SH SOLE 1,884,020 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 291,451,933 3,418,791 SH SOLE 3,418,791 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 1,045,824,811 46,214,088 SH SOLE 43,494,470 0 2,719,618
ELI LILLY & CO COM 532457108 9,957,750,600 9,265,782 SH SOLE 9,051,771 0 214,011
ENTEGRIS INC COM 29362U104 266,258,140 3,160,334 SH SOLE 3,143,534 0 16,800
EOG RES INC COM 26875P101 170,143,713 1,620,262 SH SOLE 1,620,262 0 0
EVERCORE INC CLASS A 29977A105 74,872,014 220,050 SH SOLE 220,050 0 0
EXACT SCIENCES CORP COM 30063P105 3,483,508 34,300 SH SOLE 34,300 0 0
EXPAND ENERGY CORPORATION COM 165167735 36,523,311 330,947 SH SOLE 330,947 0 0
EXXON MOBIL CORP COM 30231G102 31,965,914 265,630 SH SOLE 265,630 0 0
FAIR ISAAC CORP COM 303250104 411,452,952 243,374 SH SOLE 243,374 0 0
FEDEX CORP COM 31428X106 2,458,970,146 8,512,671 SH SOLE 8,335,217 0 177,454
FIDELITY NATL INFORMATION SV COM 31620M106 56,238,851 846,206 SH SOLE 846,206 0 0
FLEX LTD ORD Y2573F102 1,613,340,338 26,702,091 SH SOLE 25,128,948 0 1,573,143
FLUTTER ENTMT PLC SHS G3643J108 384,446,362 1,787,790 SH SOLE 1,783,390 0 4,400
FLYWIRE CORPORATION COM VTG 302492103 22,266,600 1,572,500 SH SOLE 1,572,500 0 0
FMC CORP COM NEW 302491303 10,474,513 755,192 SH SOLE 755,192 0 0
FORMFACTOR INC COM 346375108 116,091,902 2,081,246 SH SOLE 2,081,246 0 0
FREEPORT-MCMORAN INC CL B 35671D857 17,962,899 353,670 SH SOLE 353,670 0 0
FRONTIER GROUP HLDGS INC COM 35909R108 2,330,979 494,900 SH SOLE 494,900 0 0
GALAXY DIGITAL INC. CL A 36317J209 6,500,052 290,700 SH SOLE 290,700 0 0
GARTNER INC COM 366651107 28,129,220 111,500 SH SOLE 111,500 0 0
GENERAL DYNAMICS CORP COM 369550108 134,330,707 399,010 SH SOLE 398,450 0 560
GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104 28,682,010 667,800 SH SOLE 667,800 0 0
GIBRALTAR INDS INC COM 374689107 4,726,464 95,600 SH SOLE 95,600 0 0
GITLAB INC CLASS A COM 37637K108 43,507,065 1,159,261 SH SOLE 1,159,261 0 0
GLAUKOS CORP COM 377322102 381,288,942 3,376,928 SH SOLE 3,362,708 0 14,220
GLOBUS MED INC CL A 379577208 2,577,828 29,525 SH SOLE 29,525 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 136,622,970 155,430 SH SOLE 155,430 0 0
GRAIL INC COM 384747101 157,372,964 1,838,684 SH SOLE 1,814,635 0 24,049
GREIF INC CL B 397624206 1,120,350 15,000 SH SOLE 15,000 0 0
GRIFFON CORP COM 398433102 30,236,789 410,547 SH SOLE 355,547 0 55,000
GROWGENERATION CORP COM 39986L109 565,950 377,300 SH SOLE 377,300 0 0
GSK PLC SPONSORED ADR 37733W204 1,232,383,047 25,130,160 SH SOLE 24,344,650 0 785,510
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101 7,932,848 150,700 SH SOLE 150,700 0 0
HANOVER INS GROUP INC COM 410867105 6,744,213 36,900 SH SOLE 36,900 0 0
HEALTH CATALYST INC COM 42225T107 813,599 340,418 SH SOLE 340,418 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 461,489,464 19,212,717 SH SOLE 18,509,887 0 702,830
HONEYWELL INTL INC COM 438516106 95,242,938 488,200 SH SOLE 488,200 0 0
HP INC COM 40434L105 393,364,206 17,655,485 SH SOLE 16,786,945 0 868,540
HUMANA INC COM 444859102 25,779,485 100,650 SH SOLE 100,650 0 0
HUNT J B TRANS SVCS INC COM 445658107 100,611,761 517,710 SH SOLE 517,710 0 0
IBOTTA INC CLASS A COM SHS 451051106 1,991,944 87,635 SH SOLE 87,635 0 0
IDEX CORP COM 45167R104 574,174,479 3,226,787 SH SOLE 3,159,377 0 67,410
ILLUMINA INC COM 452327109 260,966,299 1,989,679 SH SOLE 1,863,389 0 126,290
IMAX CORP COM 45245E109 20,679,194 559,502 SH SOLE 559,502 0 0
IMMUNOCORE HLDGS PLC ADS 45258D105 137,516,856 3,961,880 SH SOLE 3,934,170 0 27,710
IMMUNOME INC COM 45257U108 100,643,273 4,685,441 SH SOLE 4,491,641 0 193,800
INDIE SEMICONDUCTOR INC CLASS A COM 45569U101 105,104,720 29,774,708 SH SOLE 27,421,030 0 2,353,678
INGEVITY CORP COM 45688C107 4,083,420 69,000 SH SOLE 69,000 0 0
INSULET CORP COM 45784P101 29,441,579 103,580 SH SOLE 103,580 0 0
INTEL CORP COM 458140100 2,809,280,689 76,132,268 SH SOLE 73,292,868 0 2,839,400
INTUIT COM 461202103 699,738,756 1,056,337 SH SOLE 1,033,937 0 22,400
IQVIA HLDGS INC COM 46266C105 97,393,122 432,071 SH SOLE 420,141 0 11,930
IVANHOE ELECTRIC INC COM 46578C108 48,817,047 3,054,884 SH SOLE 2,922,484 0 132,400
JABIL INC COM 466313103 762,423,633 3,343,670 SH SOLE 3,202,670 0 141,000
JACOBS SOLUTIONS INC COM 46982L108 599,508,528 4,525,959 SH SOLE 4,361,559 0 164,400
JETBLUE AWYS CORP COM 477143101 10,922,730 2,400,600 SH SOLE 2,400,600 0 0
JPMORGAN CHASE & CO. COM 46625H100 1,162,211,129 3,606,887 SH SOLE 3,494,887 0 112,000
KEYCORP COM 493267108 35,076,235 1,699,430 SH SOLE 1,699,430 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 120,411,412 592,605 SH SOLE 569,535 0 23,070
KIRBY CORP COM 497266106 30,608,335 277,803 SH SOLE 215,803 0 62,000
KLA CORP COM NEW 482480100 3,494,523,909 2,875,962 SH SOLE 2,836,732 0 39,230
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 45,989,514 879,677 SH SOLE 879,677 0 0
LENZ THERAPEUTICS INC COM 52635N103 5,955,200 372,200 SH SOLE 372,200 0 0
LESLIES INC COM 527064208 108,167 65,556 SH SOLE 65,556 0 0
LINDE PLC SHS G54950103 378,898,682 888,620 SH SOLE 888,620 0 0
LIVANOVA PLC SHS G5509L101 259,955,144 4,224,852 SH SOLE 4,043,182 0 181,670
LIVE NATION ENTERTAINMENT IN COM 538034109 104,110,500 730,600 SH SOLE 719,080 0 11,520
LPL FINL HLDGS INC COM 50212V100 5,714,720 16,000 SH SOLE 16,000 0 0
LUCKY STRIKE ENTERTAINMENT C CL A COM 10258P102 2,751,056 324,800 SH SOLE 324,800 0 0
LYFT INC CL A COM 55087P104 83,703,580 4,321,300 SH SOLE 4,122,220 0 199,080
MARKETAXESS HLDGS INC COM 57060D108 575,545,786 3,175,425 SH SOLE 3,085,865 0 89,560
MARQETA INC CLASS A COM 57142B104 2,534,600 533,600 SH SOLE 533,600 0 0
MARRIOTT INTL INC NEW CL A 571903202 82,015,046 264,360 SH SOLE 259,660 0 4,700
MARSH & MCLENNAN COS INC COM 571748102 96,136,464 518,200 SH SOLE 518,200 0 0
MARVELL TECHNOLOGY INC COM 573874104 248,719,888 2,926,805 SH SOLE 2,896,005 0 30,800
MASTERCARD INCORPORATED CL A 57636Q104 297,309,166 520,791 SH SOLE 520,791 0 0
MATTEL INC COM 577081102 591,312,849 29,804,075 SH SOLE 29,320,395 0 483,680
MAXLINEAR INC COM 57776J100 4,228,692 242,610 SH SOLE 242,610 0 0
MCDONALDS CORP COM 580135101 10,370,026 33,930 SH SOLE 33,930 0 0
MEDTRONIC PLC SHS G5960L103 234,386 2,440 SH SOLE 1,000 0 1,440
MERCK & CO INC COM 58933Y105 3,999,880 38,000 SH SOLE 38,000 0 0
META PLATFORMS INC CL A 30303M102 520,672,392 788,790 SH SOLE 772,490 0 16,300
MICRON TECHNOLOGY INC COM 595112103 7,076,722,684 24,794,936 SH SOLE 24,339,036 0 455,900
MICROSOFT CORP COM 594918104 3,524,390,421 7,287,520 SH SOLE 7,102,510 0 185,010
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104 27,610,459 2,644,680 SH SOLE 2,644,680 0 0
MONGODB INC CL A 60937P106 356,014,214 848,279 SH SOLE 803,779 0 44,500
MOOG INC CL A 615394202 107,127,903 439,860 SH SOLE 439,860 0 0
MORGAN STANLEY COM NEW 617446448 76,761,841 432,388 SH SOLE 418,092 0 14,296
MURPHY USA INC COM 626755102 8,040,539 19,926 SH SOLE 19,926 0 0
NEKTAR THERAPEUTICS COM NEW 640268306 11,844,742 280,150 SH SOLE 280,150 0 0
NETAPP INC COM 64110D104 971,098,009 9,068,055 SH SOLE 8,930,955 0 137,100
NETFLIX INC COM 64110L106 377,206,794 4,023,110 SH SOLE 3,993,110 0 30,000
NEUROCRINE BIOSCIENCES INC COM 64125C109 72,012,765 507,740 SH SOLE 491,420 0 16,320
NEW FORTRESS ENERGY INC COM CL A 644393100 2,349,654 2,061,100 SH SOLE 2,061,100 0 0
NEWELL BRANDS INC COM 651229106 32,397,267 8,708,943 SH SOLE 7,728,823 0 980,120
NEXTPOWER INC CLASS A COM 65290E101 605,553,615 6,951,597 SH SOLE 6,679,491 0 272,106
NIKE INC CL B 654106103 93,432,626 1,466,530 SH SOLE 1,466,530 0 0
NLIGHT INC COM 65487K100 8,504,980 226,739 SH SOLE 226,739 0 0
NMI HLDGS INC COM 629209305 11,417,529 279,910 SH SOLE 279,910 0 0
NORFOLK SOUTHN CORP COM 655844108 289,350,276 1,002,183 SH SOLE 1,002,183 0 0
NORTHERN TR CORP COM 665859104 902,548,066 6,607,717 SH SOLE 6,394,417 0 213,300
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 35,843,800 1,605,905 SH SOLE 1,582,905 0 23,000
NOVARTIS AG SPONSORED ADR 66987V109 1,044,954,508 7,579,274 SH SOLE 7,463,774 0 115,500
NUTANIX INC CL A 67059N108 139,901,725 2,706,553 SH SOLE 2,573,353 0 133,200
NVENT ELECTRIC PLC SHS G6700G107 58,515,485 573,850 SH SOLE 573,850 0 0
NVIDIA CORPORATION COM 67066G104 3,212,932,480 17,227,520 SH SOLE 16,962,360 0 265,160
OKTA INC CL A 679295105 141,899,692 1,641,028 SH SOLE 1,477,328 0 163,700
OLLIES BARGAIN OUTLET HLDGS COM 681116109 53,269,364 485,990 SH SOLE 485,990 0 0
ONESTREAM INC CL A 68278B107 360,248 19,600 SH SOLE 19,600 0 0
ORACLE CORP COM 68389X105 1,175,646,445 6,031,740 SH SOLE 5,910,940 0 120,800
OSI SYSTEMS INC COM 671044105 68,282,113 267,710 SH SOLE 267,710 0 0
OTIS WORLDWIDE CORP COM 68902V107 182,793,939 2,092,661 SH SOLE 2,062,611 0 30,050
PALO ALTO NETWORKS INC COM 697435105 178,449,276 968,780 SH SOLE 955,300 0 13,480
PARSONS CORP DEL COM 70202L102 40,213,260 650,700 SH SOLE 560,400 0 90,300
PAYPAL HLDGS INC COM 70450Y103 476,876,447 8,168,490 SH SOLE 7,967,290 0 201,200
PENUMBRA INC COM 70975L107 8,164,497 26,260 SH SOLE 26,260 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 227,496,432 2,529,987 SH SOLE 2,455,727 0 74,260
PERIMETER SOLUTIONS INC COMMON STOCK 71385M107 45,261,550 1,644,081 SH SOLE 1,644,081 0 0
PG&E CORP COM 69331C108 12,320,869 766,700 SH SOLE 766,700 0 0
PHILIP MORRIS INTL INC COM 718172109 144,504,360 900,900 SH SOLE 900,900 0 0
PINTEREST INC CL A 72352L106 64,173,544 2,478,700 SH SOLE 2,478,700 0 0
PROGRESSIVE CORP COM 743315103 261,855,229 1,149,900 SH SOLE 1,149,900 0 0
PULMONX CORP COM 745848101 10,448,418 4,727,791 SH SOLE 4,384,691 0 343,100
QNITY ELECTRONICS INC COMMON STOCK 74743L100 79,443,328 972,974 SH SOLE 935,794 0 37,180
QUALCOMM INC COM 747525103 399,929,270 2,338,084 SH SOLE 2,269,364 0 68,720
RAMBUS INC DEL COM 750917106 4,364,775 47,500 SH SOLE 6,200 0 41,300
RAYMOND JAMES FINL INC COM 754730109 1,500,243,343 9,342,072 SH SOLE 9,145,182 0 196,890
REPLIGEN CORP COM 759916109 30,587,418 186,668 SH SOLE 186,668 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 2,565,448 37,600 SH SOLE 37,600 0 0
REVVITY INC COM 714046109 119,804,076 1,238,285 SH SOLE 1,194,325 0 43,960
RHYTHM PHARMACEUTICALS INC COM 76243J105 372,356,730 3,478,669 SH SOLE 3,478,669 0 0
RINGCENTRAL INC CL A 76680R206 9,792,486 339,075 SH SOLE 339,075 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103 4,185,616 212,360 SH SOLE 212,360 0 0
ROCKWELL AUTOMATION INC COM 773903109 99,177,835 254,910 SH SOLE 250,630 0 4,280
ROSS STORES INC COM 778296103 1,658,585,007 9,207,200 SH SOLE 9,035,580 0 171,620
ROYAL CARIBBEAN GROUP COM V7780T103 672,342,517 2,410,521 SH SOLE 2,365,221 0 45,300
RTX CORPORATION COM 75513E101 69,006,451 376,262 SH SOLE 376,262 0 0
RXO INC COMMON STOCK 74982T103 7,622,881 603,076 SH SOLE 603,076 0 0
RYANAIR HOLDINGS PLC SPONSORED ADR 783513203 71,249,509 986,972 SH SOLE 986,972 0 0
SAIA INC COM 78709Y105 17,769,218 54,420 SH SOLE 54,420 0 0
SALESFORCE INC COM 79466L302 71,115,090 268,450 SH SOLE 268,450 0 0
SANOFI SA SPONSORED ADR 80105N105 4,708,761 97,168 SH SOLE 90,540 0 6,628
SAP SE SPON ADR 803054204 2,672,010 11,000 SH SOLE 11,000 0 0
SAVERS VALUE VLG INC COM 80517M109 5,301,618 567,625 SH SOLE 567,625 0 0
SCHWAB CHARLES CORP COM 808513105 2,325,512,255 23,276,071 SH SOLE 22,657,537 0 618,534
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 105,827,420 384,282 SH SOLE 358,782 0 25,500
SEPTERNA INC COM 81734D104 15,225,268 546,100 SH SOLE 517,800 0 28,300
SHARKNINJA INC COM SHS G8068L108 14,916,270 133,300 SH SOLE 133,300 0 0
SLB LIMITED COM STK 806857108 12,637,766 329,280 SH SOLE 329,280 0 0
SNAP INC CL A 83304A106 149,699 18,550 SH SOLE 18,550 0 0
SOLSTICE ADVANCED MATLS INC COM SHS 83443Q103 5,817,456 119,750 SH SOLE 119,750 0 0
SONY GROUP CORP SPONSORED ADR 835699307 1,492,516,608 58,301,430 SH SOLE 56,515,530 0 1,785,900
SOUTHWEST AIRLS CO COM 844741108 1,958,715,287 47,392,095 SH SOLE 45,878,448 0 1,513,647
SPOTIFY TECHNOLOGY S A SHS L8681T102 153,281,889 263,956 SH SOLE 263,956 0 0
STANDARD BIOTOOLS INC COM 34385P108 196,319 153,374 SH SOLE 153,374 0 0
STRYKER CORPORATION COM 863667101 181,636,884 516,792 SH SOLE 516,792 0 0
SUN CTRY AIRLS HLDGS INC COM 866683105 2,056,547 142,915 SH SOLE 142,915 0 0
SYNAPTICS INC COM 87157D109 15,670,034 211,700 SH SOLE 183,200 0 28,500
SYNOPSYS INC COM 871607107 345,150,256 734,800 SH SOLE 734,800 0 0
SYSCO CORP COM 871829107 271,557,157 3,685,129 SH SOLE 3,513,239 0 171,890
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 24,048,642 93,929 SH SOLE 93,929 0 0
TAPESTRY INC COM 876030107 3,743,661 29,300 SH SOLE 29,300 0 0
TAYLOR MORRISON HOME CORP COM 87724P106 2,749,229 46,700 SH SOLE 46,700 0 0
TECHNIPFMC PLC COM G87110105 61,865,767 1,388,370 SH SOLE 1,388,370 0 0
TELEFONAKTIEBOLAGET LM ERICS ADR B SEK 10 294821608 256,972,737 26,629,299 SH SOLE 25,507,399 0 1,121,900
TERADYNE INC COM 880770102 138,699,290 716,570 SH SOLE 648,790 0 67,780
TESLA INC COM 88160R101 2,841,070,122 6,317,420 SH SOLE 6,269,220 0 48,200
TEXAS INSTRS INC COM 882508104 1,749,592,174 10,084,686 SH SOLE 9,864,825 0 219,861
TEXTRON INC COM 883203101 110,264,819 1,264,940 SH SOLE 1,231,910 0 33,030
THE TRADE DESK INC COM CL A 88339J105 34,490,646 908,605 SH SOLE 908,605 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 1,192,097,851 2,057,292 SH SOLE 2,029,362 0 27,930
TJX COS INC NEW COM 872540109 1,496,056,946 9,739,320 SH SOLE 9,605,560 0 133,760
T-MOBILE US INC COM 872590104 89,024,715 438,459 SH SOLE 438,459 0 0
TOAST INC CL A 888787108 5,539,560 156,000 SH SOLE 156,000 0 0
TRADEWEB MKTS INC CL A 892672106 45,196,051 420,272 SH SOLE 420,272 0 0
TRANSDIGM GROUP INC COM 893641100 545,527,078 410,217 SH SOLE 410,217 0 0
TRANSOCEAN LTD REGISTERED SHS H8817H100 16,457,926 3,984,970 SH SOLE 3,984,970 0 0
TRIMBLE INC COM 896239100 308,014,693 3,931,266 SH SOLE 3,769,076 0 162,190
TRONOX HOLDINGS PLC SHS G9087Q102 22,844,936 5,478,402 SH SOLE 5,478,402 0 0
TYSON FOODS INC CL A 902494103 24,327,300 415,000 SH SOLE 415,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 46,256,031 566,100 SH SOLE 519,500 0 46,600
ULTA BEAUTY INC COM 90384S303 37,159,714 61,420 SH SOLE 61,420 0 0
UNION PAC CORP COM 907818108 221,081,777 955,740 SH SOLE 955,740 0 0
UNITED AIRLS HLDGS INC COM 910047109 1,786,714,749 15,978,490 SH SOLE 15,612,830 0 365,660
UNITED PARCEL SERVICE INC CL B 911312106 212,954,086 2,146,931 SH SOLE 2,101,415 0 45,516
UNITEDHEALTH GROUP INC COM 91324P102 63,850,206 193,421 SH SOLE 193,421 0 0
UNITY SOFTWARE INC COM 91332U101 10,821,385 244,994 SH SOLE 244,994 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 256,487,184 2,196,328 SH SOLE 2,177,328 0 19,000
US FOODS HLDG CORP COM 912008109 294,622,465 3,911,610 SH SOLE 3,882,010 0 29,600
VALERO ENERGY CORP COM 91913Y100 4,232,541 26,000 SH SOLE 26,000 0 0
VALVOLINE INC COM 92047W101 2,529,092 87,030 SH SOLE 87,030 0 0
VIKING HOLDINGS LTD ORD SHS G93A5A101 56,004,935 784,273 SH SOLE 784,273 0 0
VIPER ENERGY INC CL A 64361Q101 26,735,823 692,100 SH SOLE 681,000 0 11,100
VISA INC COM CL A 92826C839 1,405,979,204 4,008,951 SH SOLE 3,898,551 0 110,400
VSE CORP COM 918284100 13,996,962 81,015 SH SOLE 71,845 0 9,170
WALMART INC COM 931142103 16,873,045 151,450 SH SOLE 151,450 0 0
WATERS CORP COM 941848103 14,831,222 39,047 SH SOLE 39,047 0 0
WAVE LIFE SCIENCES LTD SHS Y95308105 69,619,794 4,095,282 SH SOLE 4,031,982 0 63,300
WELLS FARGO CO NEW COM 949746101 779,177,350 8,360,272 SH SOLE 8,104,422 0 255,850
WELLTOWER INC COM 95040Q104 71,331,593 384,309 SH SOLE 384,309 0 0
WESTERN DIGITAL CORP COM 958102105 129,812,337 753,540 SH SOLE 753,540 0 0
WEX INC COM 96208T104 31,965,149 214,560 SH SOLE 214,560 0 0
WHIRLPOOL CORP COM 963320106 275,291,145 3,816,068 SH SOLE 3,699,988 0 116,080
WILLSCOT HLDGS CORP COM CL A 971378104 80,355,142 4,267,400 SH SOLE 4,267,400 0 0
XENCOR INC COM 98401F105 156,442,509 10,218,322 SH SOLE 10,218,322 0 0
XOMETRY INC CLASS A COM 98423F109 337,962,480 5,682,907 SH SOLE 5,139,742 0 543,165
XPENG INC ADS 98422D105 259,606,044 12,801,087 SH SOLE 11,792,367 0 1,008,720
XPO INC COM 983793100 77,418,957 569,634 SH SOLE 569,634 0 0
ZENTALIS PHARMACEUTICALS INC COM 98943L107 1,292,517 957,420 SH SOLE 938,320 0 19,100
ZIMMER BIOMET HOLDINGS INC COM 98956P102 359,626,948 3,999,410 SH SOLE 3,846,760 0 152,650
ZOOM COMMUNICATIONS INC CL A 98980L101 107,827,985 1,249,600 SH SOLE 1,202,700 0 46,900
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104 37,325,568 3,670,164 SH SOLE 3,670,164 0 0