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 LABORATORIES COM 002824100 78,257,128 762,220 SH SOLE 726,440 0 35,780
ADOBE INC COM 00724F101 1,149,974,047 4,730,846 SH SOLE 4,541,637 0 189,209
ADVANCED MICRO DEVICES INC COM 007903107 213,503,855 1,049,520 SH SOLE 1,023,550 0 25,970
AECOM COM 00766T100 733,444,733 8,647,073 SH SOLE 8,306,573 0 340,500
AGILENT TECHNOLOGIES INC COM 00846U101 152,050,004 1,334,006 SH SOLE 1,242,616 0 91,390
ALASKA AIR GROUP INC COM 011659109 119,547,137 3,250,329 SH SOLE 3,250,329 0 0
ALBEMARLE CORP COM 012653101 478,395,207 2,664,709 SH SOLE 2,570,184 0 94,525
ALCON AG ORD SHS H01301128 101,034,256 1,340,866 SH SOLE 1,325,406 0 15,460
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 2,348,901,765 18,722,316 SH SOLE 18,181,466 0 540,850
ALKERMES PLC SHS G01767105 89,814,046 2,539,990 SH SOLE 2,462,060 0 77,930
ALLEGIANT TRAVEL CO COM 01748X102 2,654,060 32,750 SH SOLE 32,750 0 0
ALLOGENE THERAPEUTICS INC COM 019770106 20,446,810 8,379,840 SH SOLE 8,379,840 0 0
ALPHABET INC CAP STK CL A 02079K305 4,309,793,710 14,987,459 SH SOLE 14,512,949 0 474,510
ALPHABET INC CAP STK CL C 02079K107 1,641,100,244 5,720,910 SH SOLE 5,472,790 0 248,120
ALTRIA GROUP INC COM 02209S103 19,236,085 291,500 SH SOLE 291,500 0 0
AMAZON COM INC COM 023135106 2,521,532,807 12,107,038 SH SOLE 12,050,138 0 56,900
AMBARELLA INC SHS G037AX101 998,615 19,400 SH SOLE 19,400 0 0
AMENTUM HOLDINGS INC COM 023939101 315,184,494 12,085,294 SH SOLE 11,413,395 0 671,900
AMERICAN AIRLINES GROUP INC COM 02376R102 526,152,107 48,989,954 SH SOLE 47,044,824 0 1,945,130
AMETEK INC COM 031100100 176,451,291 823,154 SH SOLE 823,154 0 0
AMGEN INC COM 031162100 3,122,362,289 8,874,129 SH SOLE 8,675,724 0 198,405
AMICUS THERAPEUTIC COM 03152W109 8,464,884 585,400 SH SOLE 585,400 0 0
ANALOG DEVICES INC COM 032654105 997,715,672 3,136,089 SH SOLE 3,074,920 0 61,170
APPLE INC COM 037833100 446,893,735 1,760,880 SH SOLE 1,760,880 0 0
APPLIED MATLS INC COM 038222105 401,304,524 1,174,126 SH SOLE 1,101,071 0 73,055
APPLOVIN CORP COM CL A 03831W108 69,222,150 173,925 SH SOLE 173,925 0 0
ARISTA NETWORKS INC COM SHS 040413205 1,964,480 16,000 SH SOLE 16,000 0 0
ARLO TECHNOLOGIES INC COM 04206A101 32,992,439 2,318,513 SH SOLE 2,150,060 0 168,453
ARM HOLDINGS PLC SPONSORED ADS 042068205 35,381,367 233,880 SH SOLE 233,880 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100 2,265,159 313,300 SH SOLE 313,300 0 0
ASML HLDG NV N Y REGISTRY SHS N07059210 466,353,374 353,076 SH SOLE 339,380 0 13,696
ASTRAZENECA PLC ORD G0593M107 3,592,107,490 18,213,708 SH SOLE 17,694,694 0 519,014
AURORA INNOVATION INC CLASS A COM 051774107 40,401,173 9,806,110 SH SOLE 9,806,110 0 0
AUTODESK INC COM 052769106 144,382,140 603,100 SH SOLE 603,100 0 0
AXCELIS TECHNOLOGIES INC COM NEW 054540208 61,307,328 658,652 SH SOLE 658,652 0 0
AXON ENTERPRISE INC COM 05464C101 5,096,280 12,000 SH SOLE 12,000 0 0
BAIDU INC SPON ADR REP A 056752108 1,231,948,656 11,056,800 SH SOLE 10,754,300 0 302,500
BANK AMERICA CORP COM 060505104 134,658,810 2,762,232 SH SOLE 2,476,032 0 286,200
BANK NEW YORK MELLON CORP COM 064058100 300,684,343 2,534,640 SH SOLE 2,534,640 0 0
BATH & BODY WORKS INC COM 070830104 5,855,286 313,620 SH SOLE 289,950 0 23,670
BELLRING BRANDS INC COMMON STOCK 07831C103 10,534,123 654,700 SH SOLE 641,300 0 13,400
BEONE MEDICINES LTD SPONSORED ADS 07725L102 1,477,479,502 4,975,181 SH SOLE 4,885,281 0 89,900
BIOGEN INC COM 09062X103 2,705,512,094 14,757,607 SH SOLE 14,357,650 0 399,957
BIOMARIN PHARMACEUTICAL INC COM 09061G101 801,819,344 14,194,005 SH SOLE 13,546,485 0 647,519
BIONTECH SE SPONSORED ADS 09075V102 337,185,032 3,793,711 SH SOLE 3,586,411 0 207,300
BIRKENSTOCK HOLDING PLC COM SHS M2029K104 21,397,676 597,200 SH SOLE 597,200 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 82,746,516 840,749 SH SOLE 822,449 0 18,300
BLACKBERRY LTD COM 09228F103 9,313,302 2,874,476 SH SOLE 2,800,676 0 73,800
BOEING CO COM 097023105 158,409,967 795,910 SH SOLE 795,910 0 0
BOOT BARN HLDGS INC COM 099406100 6,676,943 45,620 SH SOLE 45,620 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 376,869,138 4,829,798 SH SOLE 4,657,298 0 172,500
BOSTON SCIENTIFIC CORP COM 101137107 2,041,243,323 32,529,774 SH SOLE 32,127,986 0 401,788
BRIDGEBIO PHARMA INC COM 10806X102 42,267,307 569,180 SH SOLE 569,180 0 0
BRINKER INTL INC COM 109641100 4,026,114 28,200 SH SOLE 0 0 28,200
BRISTOL-MYERS SQUIBB CO COM 110122108 1,515,349,351 24,985,149 SH SOLE 24,440,280 0 544,870
BROADCOM INC COM 11135F101 230,064,354 743,318 SH SOLE 737,028 0 6,290
BRUKER CORP COM 116794108 30,976,512 857,600 SH SOLE 857,600 0 0
BURLINGTON STORES INC COM 122017106 257,892,934 792,590 SH SOLE 792,590 0 0
CAMECO CORP COM 13321L108 100,754,239 927,670 SH SOLE 927,670 0 0
CAPITAL ONE FINL CORP COM 14040H105 69,259,549 379,650 SH SOLE 379,650 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 61,001,057 3,462,035 SH SOLE 3,327,035 0 135,000
CARMAX INC COM 143130102 181,211,709 4,358,146 SH SOLE 4,112,367 0 245,779
CARNIVAL CORP COMMON STOCK 143658300 138,812,634 5,363,703 SH SOLE 5,036,474 0 327,229
CARRIER GLOBAL CORPORATION COM 14448C104 216,241,944 3,840,205 SH SOLE 3,833,205 0 7,000
CARVANA CO CL A 146869102 62,097,909 197,525 SH SOLE 197,525 0 0
CASEYS GEN STORES INC COM 147528103 33,263,202 45,700 SH SOLE 45,700 0 0
CATERPILLAR INC COM 149123101 617,961,318 872,260 SH SOLE 860,020 0 12,240
CAVA GROUP INC COM 148929102 101,954,225 1,260,250 SH SOLE 1,260,250 0 0
CBOE GLOBAL MKTS INC COM 12503M108 1,433,457 5,100 SH SOLE 2,100 0 3,000
CERUS CORP COM 157085101 1,436,526 789,300 SH SOLE 789,300 0 0
CHARLES RIV LABS INTL INC COM 159864107 46,038,525 266,890 SH SOLE 266,890 0 0
CHEVRON CORPORATION COM 166764100 474,127,281 2,291,577 SH SOLE 2,255,549 0 36,028
CIENA CORP COM NEW 171779309 170,064,152 438,050 SH SOLE 438,050 0 0
CISCO SYS INC COM 17275R102 375,470,425 4,839,160 SH SOLE 4,676,004 0 163,156
CITIGROUP INC COM NEW 172967424 271,106,605 2,390,500 SH SOLE 2,290,300 0 100,200
CME GROUP INC COM 12572Q105 537,158,364 1,818,718 SH SOLE 1,765,108 0 53,610
COCA COLA CO COM 191216100 2,676,960 35,200 SH SOLE 35,200 0 0
COMCAST CORP NEW CL A 20030N101 1,286,208 44,800 SH SOLE 44,800 0 0
CONOCOPHILLIPS COM 20825C104 1,528,462,980 11,579,265 SH SOLE 11,318,965 0 260,300
CONTROLADORA VUELA COMP DE A SPON ADR RP 10 21240E105 296,840 41,000 SH SOLE 41,000 0 0
CORNING INC COM 219350105 562,204,949 4,134,772 SH SOLE 4,051,372 0 83,400
CORTEVA INC COM 22052L104 99,451,667 1,188,050 SH SOLE 1,174,790 0 13,260
COSTAR GROUP INC COM 22160N109 32,417,224 803,600 SH SOLE 803,600 0 0
COTERRA ENERGY INC COM 127097103 80,461,815 2,289,750 SH SOLE 2,124,450 0 165,300
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105 5,932,584 63,200 SH SOLE 63,200 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 34,414,642 88,150 SH SOLE 88,150 0 0
CSX CORP COM 126408103 67,112,645 1,634,900 SH SOLE 1,634,900 0 0
CURTISS WRIGHT CORP COM 231561101 365,652,461 536,840 SH SOLE 519,740 0 17,100
CVS HEALTH CORP COM 126650100 172,018,238 2,395,130 SH SOLE 2,342,500 0 52,630
DANAHER CORP DEL COM 235851102 295,201,512 1,556,970 SH SOLE 1,541,870 0 15,100
DEERE & CO COM 244199105 40,935,011 72,670 SH SOLE 72,670 0 0
DELL TECHNOLOGIES INC CL C 24703L202 61,491,304 374,650 SH SOLE 364,010 0 10,640
DELTA AIR LINES INC COM NEW 247361702 1,166,628,734 17,548,567 SH SOLE 16,823,237 0 725,330
DESCARTES SYS GROUP INC COM 249906108 84,329,166 1,178,440 SH SOLE 1,178,440 0 0
DICKS SPORTING GOODS INC COM 253393102 12,006,460 60,550 SH SOLE 60,550 0 0
DISNEY WALT CO COM 254687106 600,941,540 6,235,127 SH SOLE 6,016,626 0 218,500
DOCUSIGN INC COM 256163106 5,689,200 120,000 SH SOLE 120,000 0 0
DOLLAR TREE INC COM 256746108 408,349,103 3,728,875 SH SOLE 3,658,085 0 70,790
DOORDASH INC CL A 25809K105 12,719,207 84,710 SH SOLE 84,710 0 0
DOW HLDGS INC COM 260557103 181,367,509 4,354,562 SH SOLE 4,318,252 0 36,310
DUPONT DE NEMOURS INC COM 26614N102 91,469,883 1,997,159 SH SOLE 1,922,799 0 74,360
E L F BEAUTY INC COM 26856L103 42,530,643 701,710 SH SOLE 675,810 0 25,900
EBAY INC. COM 278642103 170,857,283 1,877,140 SH SOLE 1,877,140 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 274,097,103 3,422,791 SH SOLE 3,422,791 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 1,096,974,077 45,840,956 SH SOLE 43,121,338 0 2,719,618
ELI LILLY & CO COM 532457108 8,483,436,050 9,223,432 SH SOLE 9,009,421 0 214,011
ENTEGRIS INC COM 29362U104 368,465,859 3,142,833 SH SOLE 3,126,033 0 16,800
EOG RES INC COM 26875P101 231,263,136 1,599,662 SH SOLE 1,599,662 0 0
EVERCORE INC CLASS A 29977A105 105,657,614 353,950 SH SOLE 351,350 0 2,600
EXPAND ENERGY CORPORATION COM 165167735 36,331,362 330,947 SH SOLE 330,947 0 0
EXXON MOBIL CORP COM 30231G102 42,368,513 249,726 SH SOLE 249,726 0 0
FAIR ISAAC CORP COM 303250104 308,569,234 289,047 SH SOLE 289,047 0 0
FEDEX CORP COM 31428X106 2,957,366,459 8,303,010 SH SOLE 8,125,557 0 177,454
FIDELITY NATL INFORMATION SV COM 31620M106 10,198,515 217,406 SH SOLE 217,406 0 0
FIFTH THIRD BANCORP COM 316773100 9,118,240 196,260 SH SOLE 196,260 0 0
FLEXTRONICS INTL LTD ORD Y2573F102 1,661,600,508 25,383,448 SH SOLE 23,810,305 0 1,573,143
FLUTTER ENTMT PLC SHS G3643J108 182,112,266 1,786,290 SH SOLE 1,781,890 0 4,400
FLYWIRE CORPORATION COM VTG 302492103 17,151,540 1,473,500 SH SOLE 1,473,500 0 0
FMC CORP COM NEW 302491303 12,057,306 700,192 SH SOLE 700,192 0 0
FORMFACTOR INC COM 346375108 173,480,582 1,788,644 SH SOLE 1,788,644 0 0
FREEPORT MCMORAN INC CL B 35671D857 19,131,127 325,470 SH SOLE 325,470 0 0
FRONTIER GROUP HLDGS INC COM 35909R108 1,746,997 494,900 SH SOLE 494,900 0 0
GALAXY DIGITAL INC. CL A 36317J209 5,363,415 290,700 SH SOLE 290,700 0 0
GARTNER INC COM 366651107 18,589,116 117,400 SH SOLE 117,400 0 0
GENERAL DYNAMICS CORP COM 369550108 133,516,013 389,010 SH SOLE 388,450 0 560
GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104 27,860,616 667,800 SH SOLE 667,800 0 0
GIBRALTAR INDS INC COM 374689107 3,811,572 95,600 SH SOLE 95,600 0 0
GITLAB INC CLASS A COM 37637K108 157,951,441 7,299,050 SH SOLE 6,827,550 0 471,500
GLAUKOS CORP COM 377322102 362,881,812 3,370,628 SH SOLE 3,356,408 0 14,220
GLOBUS MED INC CL A 379577208 2,526,642 29,325 SH SOLE 29,325 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 129,969,444 153,630 SH SOLE 153,630 0 0
GRAIL INC COM 384747101 95,286,189 1,843,772 SH SOLE 1,819,724 0 24,049
GREIF INC CL B 397624206 1,313,100 15,000 SH SOLE 15,000 0 0
GRIFFON CORP COM 398433102 30,314,610 417,097 SH SOLE 358,797 0 58,300
GROWGENERATION CORP COM 39986L109 415,030 377,300 SH SOLE 377,300 0 0
GSK PLC SPONSORED ADR 37733W204 1,391,038,453 25,204,538 SH SOLE 24,412,850 0 791,688
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101 6,808,424 131,310 SH SOLE 131,310 0 0
HANOVER INS GROUP INC COM 410867105 30,516,535 176,040 SH SOLE 176,040 0 0
HEALTH CATALYST INC COM 42225T107 432,331 340,418 SH SOLE 340,418 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 410,224,398 17,229,080 SH SOLE 16,526,250 0 702,830
HONEYWELL INTL INC COM 438516106 110,347,846 488,200 SH SOLE 488,200 0 0
HP INC COM 40434L105 412,431,500 21,469,625 SH SOLE 20,476,985 0 992,640
HUMANA INC COM 444859102 17,451,704 100,650 SH SOLE 100,650 0 0
HUNT J B TRANS SVCS INC COM 445658107 109,702,749 517,710 SH SOLE 517,710 0 0
IBOTTA INC CLASS A COM SHS 451051106 1,256,792 41,935 SH SOLE 41,935 0 0
IDEX CORP COM 45167R104 626,071,710 3,302,937 SH SOLE 3,235,527 0 67,410
ILLUMINA INC COM 452327109 254,815,276 2,067,299 SH SOLE 1,938,428 0 128,870
IMAX CORP COM 45245E109 20,350,630 535,402 SH SOLE 535,402 0 0
IMMUNOCORE HLDGS PLC ADS 45258D105 111,351,219 3,693,241 SH SOLE 3,665,531 0 27,710
IMMUNOME INC COM 45257U108 104,718,612 4,788,231 SH SOLE 4,561,341 0 226,890
INDIE SEMICONDUCTOR INC CLASS A COM 45569U101 100,033,505 31,066,306 SH SOLE 28,692,628 0 2,373,678
INGEVITY CORP COM 45688C107 4,914,870 69,000 SH SOLE 69,000 0 0
INSULET CORP COM 45784P101 21,135,085 100,720 SH SOLE 100,720 0 0
INTEL CORP COM 458140100 3,343,375,647 75,761,968 SH SOLE 72,922,568 0 2,839,400
INTUIT COM 461202103 463,216,045 1,071,317 SH SOLE 1,046,217 0 25,100
IQVIA HLDGS INC COM 46266C105 10,630,098 62,332 SH SOLE 50,402 0 11,930
ITT INC COM 45073V108 1,714,770 9,000 SH SOLE 9,000 0 0
IVANHOE ELECTRIC INC COM 46578C108 38,291,883 3,239,584 SH SOLE 2,972,184 0 267,400
JABIL INC COM 466313103 871,577,187 3,281,169 SH SOLE 3,140,169 0 141,000
JACOBS SOLUTIONS INC COM 46982L108 574,730,166 4,515,479 SH SOLE 4,351,079 0 164,400
JETBLUE AIRWAYS CORP COM 477143101 10,516,064 2,379,200 SH SOLE 2,379,200 0 0
JPMORGAN CHASE & CO COM 46625H100 1,001,181,502 3,403,527 SH SOLE 3,291,527 0 112,000
KEYCORP COM 493267108 34,073,572 1,699,430 SH SOLE 1,699,430 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 166,831,257 590,825 SH SOLE 567,755 0 23,070
KIRBY CORP COM 497266106 35,054,143 263,803 SH SOLE 201,803 0 62,000
KLA CORP COM NEW 482480100 3,589,215,820 2,437,647 SH SOLE 2,404,227 0 33,420
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 50,076,002 869,677 SH SOLE 869,677 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 49,356,450 143,000 SH SOLE 143,000 0 0
LENZ THERAPEUTICS INC COM 52635N103 4,320,630 472,200 SH SOLE 472,200 0 0
LINDE PLC SHS G54950103 440,492,675 888,520 SH SOLE 888,520 0 0
LIVANOVA PLC SHS G5509L101 267,400,227 4,207,052 SH SOLE 4,025,382 0 181,670
LIVE NATION ENTERTAINMENT IN COM 538034109 111,057,782 728,200 SH SOLE 716,680 0 11,520
LPL FINL HLDGS INC COM 50212V100 4,813,280 16,000 SH SOLE 16,000 0 0
LUCKY STRIKE ENTERTAINMENT C CL A COM 10258P102 2,702,336 324,800 SH SOLE 324,800 0 0
LYFT INC CL A COM 55087P104 56,174,279 4,223,630 SH SOLE 4,024,550 0 199,080
MARKETAXESS HLDGS INC COM 57060D108 552,208,683 3,347,125 SH SOLE 3,231,965 0 115,160
MARQETA INC CLASS A COM 57142B104 667,488 163,600 SH SOLE 163,600 0 0
MARRIOTT INTL INC NEW CL A 571903202 84,763,461 259,160 SH SOLE 254,460 0 4,700
MARSH & MCLENNAN COS INC COM 571748102 124,450,375 717,500 SH SOLE 709,900 0 7,600
MARVELL TECHNOLOGY INC COM 573874104 294,644,531 2,974,705 SH SOLE 2,943,805 0 30,900
MASTERCARD INCORPORATED CL A 57636Q104 290,887,562 582,171 SH SOLE 582,171 0 0
MATTEL INC COM 577081102 431,510,852 29,697,924 SH SOLE 29,214,244 0 483,680
MAXLINEAR INC COM 57776J100 3,032,990 174,410 SH SOLE 174,410 0 0
MCDONALDS CORP COM 580135101 10,545,105 33,930 SH SOLE 33,930 0 0
MEDTRONIC PLC SHS G5960L103 211,427 2,440 SH SOLE 1,000 0 1,440
MERCK & CO INC COM 58933Y105 4,318,411 35,900 SH SOLE 35,900 0 0
META PLATFORMS INC CL A 30303M102 442,965,932 774,240 SH SOLE 757,940 0 16,300
MICRON TECHNOLOGY INC COM 595112103 7,389,981,079 21,874,204 SH SOLE 21,430,504 0 443,700
MICROSOFT CORP COM 594918104 2,689,122,175 7,264,560 SH SOLE 7,079,550 0 185,010
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104 21,964,627 3,197,180 SH SOLE 3,197,180 0 0
MONGODB INC CL A 60937P106 206,274,777 842,729 SH SOLE 798,229 0 44,500
MOOG INC CL A 615394202 126,818,470 433,360 SH SOLE 433,360 0 0
MORGAN STANLEY COM NEW 617446448 71,158,093 432,388 SH SOLE 418,092 0 14,296
MURPHY USA INC COM 626755102 9,842,846 19,926 SH SOLE 19,926 0 0
NEKTAR THERAPEUTICS COM NEW 640268306 20,084,842 279,150 SH SOLE 279,150 0 0
NETAPP INC COM 64110D104 927,392,817 9,057,455 SH SOLE 8,920,355 0 137,100
NETFLIX INC. COM 64110L106 424,193,610 4,411,790 SH SOLE 4,381,790 0 30,000
NEUROCRINE BIOSCIENCES INC COM 64125C109 65,387,830 496,340 SH SOLE 480,020 0 16,320
NEW FORTRESS ENERGY INC COM CL A 644393100 318,777 540,300 SH SOLE 540,300 0 0
NEWELL BRANDS INC COM 651229106 25,812,089 7,525,390 SH SOLE 6,545,270 0 980,120
NEXTPOWER INC CLASS A COM 65290E101 815,020,105 6,760,847 SH SOLE 6,488,741 0 272,106
NIKE INC CL B 654106103 83,325,135 1,577,530 SH SOLE 1,577,530 0 0
NLIGHT INC COM 65487K100 12,928,658 226,739 SH SOLE 226,739 0 0
NMI HLDGS INC COM 629209305 10,065,058 268,330 SH SOLE 268,330 0 0
NORFOLK SOUTHN CORP COM 655844108 296,588,670 1,033,410 SH SOLE 1,033,410 0 0
NORTHERN TR CORP COM 665859104 914,049,094 6,549,037 SH SOLE 6,335,737 0 213,300
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 29,931,314 1,600,604 SH SOLE 1,577,604 0 23,000
NOVARTIS AG SPONSORED ADR 66987V109 1,155,913,327 7,567,354 SH SOLE 7,451,854 0 115,500
NUTANIX INC CL A 67059N108 107,443,361 2,826,713 SH SOLE 2,693,513 0 133,200
NVENT ELEC PLC SHS G6700G107 67,874,978 573,850 SH SOLE 573,850 0 0
NVIDIA CORPORATION COM 67066G104 2,997,627,312 17,188,230 SH SOLE 16,923,070 0 265,160
OKTA INC CL A 679295105 134,706,498 1,711,428 SH SOLE 1,547,728 0 163,700
OLLIES BARGAIN OUTLET HLDGS COM 681116109 47,546,943 516,590 SH SOLE 516,590 0 0
ONESTREAM INC CL A 68278B107 468,000 19,500 SH SOLE 19,500 0 0
ORACLE CORP COM 68389X105 834,721,266 5,674,130 SH SOLE 5,620,030 0 54,100
OSI SYSTEMS INC COM 671044105 64,959,677 244,660 SH SOLE 244,660 0 0
OTIS WORLDWIDE CORP COM 68902V107 161,294,601 2,092,560 SH SOLE 2,062,511 0 30,050
PALO ALTO NETWORKS INC COM 697435105 165,797,493 1,034,166 SH SOLE 1,020,686 0 13,480
PALVELLA THERAPEUTICS INC NE COM 697947109 24,310,490 195,030 SH SOLE 195,030 0 0
PARSONS CORP DEL COM 70202L102 55,275,068 1,020,400 SH SOLE 842,100 0 178,300
PAYPAL HLDGS INC COM 70450Y103 453,498,144 10,026,490 SH SOLE 9,733,790 0 292,700
PENUMBRA INC COM 70975L107 8,622,996 26,260 SH SOLE 26,260 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 231,949,977 2,707,798 SH SOLE 2,597,438 0 110,360
PERIMETER SOLUTIONS INC COMMON STOCK 71385M107 39,921,841 1,634,800 SH SOLE 1,634,800 0 0
PG&E CORP COM 69331C108 13,470,919 766,700 SH SOLE 766,700 0 0
PHILIP MORRIS INTL INC COM 718172109 142,919,896 864,400 SH SOLE 864,400 0 0
PINTEREST INC CL A 72352L106 45,435,516 2,477,400 SH SOLE 2,477,400 0 0
PROGRESSIVE CORP COM 743315103 199,308,513 1,005,390 SH SOLE 1,005,390 0 0
PULMONX CORP COM 745848101 6,095,238 4,724,991 SH SOLE 4,381,891 0 343,100
QNITY ELECTRONICS INC COMMON STOCK 74743L100 111,977,906 970,514 SH SOLE 933,334 0 37,180
QUALCOMM INC COM 747525103 90,865,493 705,587 SH SOLE 683,767 0 21,820
RAMBUS INC DEL COM 750917106 4,086,425 47,500 SH SOLE 6,200 0 41,300
RAYMOND JAMES FINL INC COM 754730109 1,353,377,035 9,347,172 SH SOLE 9,149,182 0 197,990
REPLIGEN CORP COM 759916109 27,695,712 235,068 SH SOLE 235,068 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 2,778,640 37,600 SH SOLE 37,600 0 0
REVVITY INC COM 714046109 75,960,498 867,030 SH SOLE 823,070 0 43,960
RHYTHM PHARMACEUTICALS INC COM 76243J105 297,220,757 3,417,509 SH SOLE 3,417,509 0 0
RINGCENTRAL INC CL A 76680R206 10,030,143 269,700 SH SOLE 269,700 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103 3,173,443 210,860 SH SOLE 210,860 0 0
ROCKWELL AUTOMATION INC COM 773903109 91,381,614 254,630 SH SOLE 250,350 0 4,280
ROSS STORES INC COM 778296103 1,986,503,598 9,170,030 SH SOLE 8,998,410 0 171,620
ROYAL CARIBBEAN GROUP COM V7780T103 645,825,721 2,346,921 SH SOLE 2,301,621 0 45,300
RTX CORPORATION COM 75513E101 72,523,070 375,962 SH SOLE 375,962 0 0
RXO INC COMMON STOCK 74982T103 8,816,971 603,076 SH SOLE 603,076 0 0
RYANAIR HOLDINGS PLC SPONSORED ADR 783513203 52,769,782 912,972 SH SOLE 912,972 0 0
SAIA INC COM 78709Y105 19,116,658 54,420 SH SOLE 54,420 0 0
SALESFORCE INC COM 79466L302 48,431,532 259,450 SH SOLE 259,450 0 0
SANDISK CORP COM 80004C200 254,136 400 SH SOLE 400 0 0
SANOFI SA SPONSORED ADR 80105N105 4,681,554 97,168 SH SOLE 90,540 0 6,628
SAP SE SPON ADR 803054204 2,225,730 13,000 SH SOLE 13,000 0 0
SAVERS VALUE VLG INC COM 80517M109 5,147,178 691,825 SH SOLE 691,825 0 0
SCHWAB CHARLES CORP COM 808513105 2,203,071,172 23,441,915 SH SOLE 22,823,281 0 618,634
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 90,234,864 230,332 SH SOLE 218,932 0 11,400
SEPTERNA INC COM 81734D104 25,203,482 1,048,834 SH SOLE 939,184 0 109,650
SHARKNINJA INC COM SHS G8068L108 15,175,470 143,300 SH SOLE 143,300 0 0
SLB LIMITED COM STK 806857108 16,921,699 329,280 SH SOLE 329,280 0 0
SNAP INC CL A 83304A106 85,330 18,550 SH SOLE 18,550 0 0
SONY GROUP CORP SPONSORED ADR 835699307 1,211,588,183 58,530,830 SH SOLE 56,744,930 0 1,785,900
SOUTHWEST AIRLS CO COM 844741108 1,768,400,930 47,069,495 SH SOLE 45,555,848 0 1,513,647
SPOTIFY TECHNOLOGY S A SHS L8681T102 161,259,730 332,556 SH SOLE 332,556 0 0
STANDARD BIOTOOLS INC COM 34385P108 140,997 153,374 SH SOLE 153,374 0 0
STRYKER CORPORATION COM 863667101 173,059,153 526,672 SH SOLE 526,672 0 0
SYNAPTICS INC COM 87157D109 31,405,936 448,400 SH SOLE 411,000 0 37,400
SYNOPSYS INC COM 871607107 326,065,152 822,400 SH SOLE 820,200 0 2,200
SYSCO CORP COM 871829107 264,052,106 3,701,838 SH SOLE 3,528,248 0 173,590
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 18,550,978 93,929 SH SOLE 93,929 0 0
TAPESTRY INC COM 876030107 3,090,309 21,900 SH SOLE 21,900 0 0
TAYLOR MORRISON HOME CORP COM 87724P106 3,328,358 57,149 SH SOLE 57,149 0 0
TECHNIPFMC PLC COM G87110105 95,424,978 1,380,370 SH SOLE 1,380,370 0 0
TELEFONAKTIEBOLAGET LM ERICS ADR B SEK 10 294821608 422,670,226 37,504,013 SH SOLE 35,762,013 0 1,742,000
TERADYNE INC COM 880770102 163,233,841 550,610 SH SOLE 495,830 0 54,780
TESLA INC COM 88160R101 2,277,162,063 6,125,520 SH SOLE 6,083,219 0 42,300
TEXAS INSTRS INC COM 882508104 1,874,376,272 9,654,766 SH SOLE 9,443,005 0 211,761
TEXTRON INC COM 883203101 109,332,670 1,248,660 SH SOLE 1,215,630 0 33,030
THE TRADE DESK INC COM CL A 88339J105 27,967,808 1,232,605 SH SOLE 1,203,805 0 28,800
THERMO FISHER SCIENTIFIC INC COM 883556102 974,473,464 1,982,531 SH SOLE 1,954,600 0 27,930
TJX COS INC NEW COM 872540109 1,531,350,524 9,588,920 SH SOLE 9,455,160 0 133,760
T-MOBILE US INC COM 872590104 91,875,313 437,439 SH SOLE 437,439 0 0
TOAST INC CL A 888787108 12,632,015 476,500 SH SOLE 476,500 0 0
TRADEWEB MKTS INC CL A 892672106 38,602,129 328,082 SH SOLE 328,082 0 0
TRANSDIGM GROUP INC COM 893641100 475,425,095 410,217 SH SOLE 410,217 0 0
TRANSOCEAN LTD REGISTERED SHS H8817H100 17,060,913 2,573,290 SH SOLE 2,573,290 0 0
TRIMBLE INC COM 896239100 255,562,073 3,917,861 SH SOLE 3,755,671 0 162,190
TRONOX HOLDINGS PLC SHS G9087Q102 53,523,987 5,478,402 SH SOLE 5,478,402 0 0
TYSON FOODS INC CL A 902494103 26,589,050 415,000 SH SOLE 415,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 36,993,599 514,300 SH SOLE 467,700 0 46,600
ULTA BEAUTY INC COM 90384S303 32,015,988 61,250 SH SOLE 61,250 0 0
UNION PAC CORP COM 907818108 199,734,489 823,240 SH SOLE 823,240 0 0
UNITED AIRLS HLDGS INC COM 910047109 1,450,158,662 15,750,610 SH SOLE 15,384,949 0 365,660
UNITED PARCEL SVCS INC CL B 911312106 211,136,368 2,146,131 SH SOLE 2,100,615 0 45,516
UNITEDHEALTH GROUP INC COM 91324P102 50,470,717 186,521 SH SOLE 186,521 0 0
UNITY SOFTWARE INC COM 91332U101 3,626,901 165,310 SH SOLE 165,310 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 200,499,651 2,187,428 SH SOLE 2,168,428 0 19,000
US FOODS HLDG CORP COM 912008109 363,889,245 3,946,310 SH SOLE 3,912,710 0 33,600
VALERO ENERGY CORP COM 91913Y100 6,424,080 26,000 SH SOLE 26,000 0 0
VALVOLINE INC COM 92047W101 2,931,170 87,030 SH SOLE 87,030 0 0
VIKING HOLDINGS LTD ORD SHS G93A5A101 57,628,380 784,273 SH SOLE 784,273 0 0
VIPER ENERGY INC CL A 64361Q101 54,755,191 1,165,252 SH SOLE 1,141,152 0 24,100
VISA INC COM CL A 92826C839 1,227,155,151 4,060,201 SH SOLE 3,948,801 0 111,400
VSE CORP COM 918284100 13,591,202 73,705 SH SOLE 64,535 0 9,170
WALMART INC COM 931142103 18,325,086 147,450 SH SOLE 147,450 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203 441,842 17,300 SH SOLE 17,300 0 0
WASTE MGMT INC DEL COM 94106L109 63,789,704 277,600 SH SOLE 277,600 0 0
WATERS CORP COM 941848103 11,568,637 38,847 SH SOLE 38,847 0 0
WAVE LIFE SCIENCES LTD SHS Y95308105 35,038,906 4,832,952 SH SOLE 4,410,952 0 422,000
WELLS FARGO & CO COM 949746101 614,836,150 7,723,102 SH SOLE 7,549,251 0 173,850
WELLTOWER INC COM 95040Q104 75,981,733 384,309 SH SOLE 384,309 0 0
WESTERN DIGITAL CORP COM 958102105 156,129,533 577,210 SH SOLE 577,210 0 0
WEX INC COM 96208T104 17,868,950 116,760 SH SOLE 116,760 0 0
WHIRLPOOL CORP COM 963320106 202,004,161 3,746,368 SH SOLE 3,630,288 0 116,080
WILLSCOT HLDGS CORP COM CL A 971378104 74,255,664 4,277,400 SH SOLE 4,277,400 0 0
XCEL ENERGY INC COM 98389B100 5,322,480 67,000 SH SOLE 67,000 0 0
XENCOR INC COM 98401F105 124,676,546 10,338,022 SH SOLE 10,338,022 0 0
XOMETRY INC CLASS A COM 98423F109 265,276,099 6,495,497 SH SOLE 5,937,532 0 557,965
XPENG INC ADS 98422D105 217,861,409 12,732,987 SH SOLE 11,724,267 0 1,008,720
XPO INC COM 983793100 110,569,380 568,334 SH SOLE 568,334 0 0
ZENTALIS PHARMACEUTICALS INC COM 98943L107 2,240,363 957,420 SH SOLE 938,320 0 19,100
ZIMMER BIOMET HOLDINGS INC COM 98956P102 353,284,503 3,907,150 SH SOLE 3,754,500 0 152,650
ZOOM COMMUNICATIONS INC CL A 98980L101 100,230,253 1,246,800 SH SOLE 1,199,900 0 46,900
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104 19,285,285 3,224,964 SH SOLE 3,224,964 0 0