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
ABIVAX SA SPONSORED ADS 00370M103 52,625,476 394,957 SH SOLE 394,957 0 0
ACHIEVE LIFE SCIENCE INC COM 004468500 14,496,600 2,220,000 SH SOLE 2,220,000 0 0
ADLAI NORTYE LTD SPONSORED ADS 00704R109 8,265,591 718,747 SH SOLE 718,747 0 0
ADVANCED ENERGY INDS COM 007973100 2,019,431 5,448 SH SOLE 5,448 0 0
ADVANCED MICRO DEVICES INC COM 007903107 14,990,507 26,328 SH SOLE 26,328 0 0
AERCAP HOLDINGS NV SHS N00985106 383,161 2,597 SH SOLE 2,597 0 0
AFLAC INC COM 001055102 1,896,063 15,790 SH SOLE 15,790 0 0
AIR PRODUCTS AND CHEMICALS I COM 009158106 765,207 2,820 SH SOLE 2,820 0 0
AKTIS ONCOLOGY INC COM 01021M104 16,340,610 507,000 SH SOLE 507,000 0 0
ALIGHT INC COM 01626W200 25,822 46,984 SH SOLE 46,984 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 447,912 1,526 SH SOLE 1,526 0 0
AMERICAN ELEC PWR CO INC COM 025537101 6,496,042 47,083 SH SOLE 47,083 0 0
AMERICAN EXPRESS CO COM 025816109 9,653,961 28,475 SH SOLE 28,475 0 0
AMGEN INC COM 031162100 13,769,798 38,166 SH SOLE 38,166 0 0
AMYLYX PHARMACEUTICALS INC COM 03237H101 23,844,428 1,327,536 SH SOLE 1,327,536 0 0
APOGEE THERAPEUTICS INC COM 03770N101 34,509,800 260,000 SH SOLE 260,000 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105 48,623,452 143,966 SH SOLE 143,966 0 0
APPLIED MATLS INC COM 038222105 1,965,170 2,722 SH SOLE 2,722 0 0
APTIV PLC COM SHS G3265R107 698,381 11,791 SH SOLE 11,791 0 0
ARCHROCK INC COM 03957W106 271,864 6,721 SH SOLE 6,721 0 0
ARGAN INC COM 04010E109 563,591 712 SH SOLE 712 0 0
ARGENX SE SPONSORED ADR 04016X101 116,575,798 125,668 SH SOLE 125,668 0 0
ARISTA NETWORKS INC COM SHS 040413205 8,658,072 51,343 SH SOLE 51,343 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205 476,006 1,345 SH SOLE 1,345 0 0
ARROWHEAD PHARMACEUTICALS IN COM 04280A100 30,158,700 370,000 SH SOLE 370,000 0 0
ASML HLDG NV N Y REGISTRY SHS N07059210 135,998,491 68,410 SH SOLE 68,410 0 0
ASSOCIATED BANC-CORP COM 045487105 217,155 7,005 SH SOLE 7,005 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 3,260,940 14,495 SH SOLE 14,495 0 0
AUTOZONE INC COM 053332102 1,330,828 422 SH SOLE 422 0 0
AVALYN PHARMACEUTICALS INC COM SHS 05348Y105 45,280,999 1,375,486 SH SOLE 1,375,486 0 0
AXON ENTERPRISE INC COM 05464C101 38,871,165 69,514 SH SOLE 69,514 0 0
AXSOME THERAPEUTICS INC. COM 05464T104 77,534,680 316,820 SH SOLE 316,820 0 0
BAKER HUGHES COMPANY CL A 05722G100 25,551,010 459,110 SH SOLE 459,110 0 0
BELITE BIO INC SPONSORED ADS 07782B104 60,181,804 390,829 SH SOLE 390,829 0 0
BETA BIONICS INC COM 08659B102 98,053,951 6,253,673 SH SOLE 6,253,673 0 0
BLACK HILLS CORP COM 092113109 17,160,224 230,351 SH SOLE 230,351 0 0
BLOOM ENERGY CORP COM CL A 093712107 41,746,568 138,192 SH SOLE 138,192 0 0
BOSTON SCIENTIFIC CORP COM 101137107 1,984,586 46,071 SH SOLE 46,071 0 0
BRIDGEBIO PHARMA INC COM 10806X102 32,557,442 437,130 SH SOLE 437,130 0 0
BRIGHT MINDS BIOSCIENCES INC COM NEW 10919W405 9,126,913 130,013 SH SOLE 130,013 0 0
BROADCOM INC COM 11135F101 20,756,523 55,303 SH SOLE 55,303 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,078,644 7,964 SH SOLE 7,964 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 39,083,594 104,219 SH SOLE 104,219 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108 402,915 4,636 SH SOLE 4,636 0 0
CAPITOL FED FINL INC COM 14057J101 147,830 17,474 SH SOLE 17,474 0 0
CARGURUS INC COM CL A 141788109 1,002,898 29,497 SH SOLE 29,497 0 0
CATERPILLAR INC COM 149123101 13,812,251 13,306 SH SOLE 13,306 0 0
CBOE GLOBAL MKTS INC COM 12503M108 228,269 986 SH SOLE 986 0 0
CBRE GROUP INC CL A 12504L109 866,485 6,367 SH SOLE 6,367 0 0
CDW CORP COM 12514G108 249,299 1,783 SH SOLE 1,783 0 0
CELCUITY INC COM 15102K100 20,583,578 196,770 SH SOLE 196,770 0 0
CELLDEX THERAPEUTICS INC NEW COM NEW 15117B202 38,586,770 1,037,000 SH SOLE 1,037,000 0 0
CG ONCOLOGY INC COM 156944100 26,286,286 369,839 SH SOLE 369,839 0 0
CHENIERE ENERGY INC COM NEW 16411R208 616,268 2,526 SH SOLE 2,526 0 0
CHEWY INC CL A 16679L109 27,776,855 1,413,874 SH SOLE 1,413,874 0 0
CIENA CORP COM NEW 171779309 14,473,970 29,559 SH SOLE 29,559 0 0
CINCINNATI FINL CORP COM 172062101 922,795 4,957 SH SOLE 4,957 0 0
CISCO SYS INC COM 17275R102 7,865,300 66,888 SH SOLE 66,888 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 234,222 6,046 SH SOLE 6,046 0 0
COHERENT CORP COM 19247G107 30,559,001 77,487 SH SOLE 77,487 0 0
COLLEGIUM PHARMACEUTICAL INC COM 19459J104 49,272,746 1,361,228 SH SOLE 1,361,228 0 0
COMFORT SYS USA INC COM 199908104 34,395,525 17,370 SH SOLE 17,370 0 0
CONOCOPHILLIPS COM 20825C104 5,329,413 51,146 SH SOLE 51,146 0 0
CONSOLIDATED EDISON INC COM 209115104 382,684 3,408 SH SOLE 3,408 0 0
CONSTELLATION ENERGY CORP COM 21037T109 19,327,451 77,125 SH SOLE 77,125 0 0
COPART INC COM 217204106 368,841 13,126 SH SOLE 13,126 0 0
COREWEAVE INC COM CL A 21873S108 9,862,332 99,209 SH SOLE 99,209 0 0
COURSERA INC COM 22266M104 91,221 16,060 SH SOLE 16,060 0 0
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105 20,928,027 77,348 SH SOLE 77,348 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 2,633,762 3,519 SH SOLE 3,519 0 0
CSX CORP COM 126408103 1,248,292 26,263 SH SOLE 26,263 0 0
CYTOKINETICS INC COM NEW 23282W605 48,081,832 564,398 SH SOLE 564,398 0 0
D R HORTON INC COM 23331A109 71,144,482 436,562 SH SOLE 436,562 0 0
DATADOG INC CL A COM 23804L103 89,021,602 342,324 SH SOLE 342,324 0 0
DECKERS OUTDOOR CORP COM 243537107 457,482 4,517 SH SOLE 4,517 0 0
DEFINIUM THERAPEUTICS INC COM SHS 24477V105 33,398,400 710,000 SH SOLE 710,000 0 0
DELL TECHNOLOGIES INC CL C 24703L202 79,345,459 185,502 SH SOLE 185,502 0 0
DEXCOM INC COM 252131107 33,574,377 498,202 SH SOLE 498,202 0 0
DIAMONDBACK ENERGY INC COM 25278X109 14,958,171 84,257 SH SOLE 84,257 0 0
DIANTHUS THERAPEUTICS INC COM 252828108 21,958,442 225,261 SH SOLE 225,261 0 0
DISC MEDICINE INC COM 254604101 28,938,480 395,651 SH SOLE 395,651 0 0
DOMINION ENERGY INC COM 25746U109 440,746 6,371 SH SOLE 6,371 0 0
DOXIMITY INC CL A 26622P107 343,729 16,694 SH SOLE 16,694 0 0
DT MIDSTREAM INC COMMON STOCK 23345M107 59,846,182 407,626 SH SOLE 407,626 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 6,629,784 51,662 SH SOLE 51,662 0 0
EAST WEST BANCORP INC COM 27579R104 249,918 1,936 SH SOLE 1,936 0 0
EASTGROUP PPTYS INC COM 277276101 48,935,050 241,049 SH SOLE 241,049 0 0
ECOLAB INC COM 278865100 1,692,774 6,076 SH SOLE 6,076 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 512,979 5,626 SH SOLE 5,626 0 0
ELEMENT SOLUTIONS INC COM 28618M106 54,683,181 1,149,055 SH SOLE 1,149,055 0 0
ELI LILLY & CO COM 532457108 6,806,011 5,596 SH SOLE 5,596 0 0
EMERSON ELEC CO COM 291011104 645,404 4,519 SH SOLE 4,519 0 0
ENBRIDGE INC COM 29250N105 7,812,176 141,014 SH SOLE 141,014 0 0
ENCOMPASS HEALTH CORP COM 29261A100 7,315,620 72,385 SH SOLE 72,385 0 0
ENTEGRIS INC COM 29362U104 373,722 2,185 SH SOLE 2,185 0 0
ENTERGY CORP NEW COM 29364G103 83,863,261 728,019 SH SOLE 728,019 0 0
EOG RES INC COM 26875P101 237,210 1,798 SH SOLE 1,798 0 0
EQUINIX INC COM 29444U700 960,375 885 SH SOLE 885 0 0
EVERPURE INC CL A 74624M102 709,604 9,812 SH SOLE 9,812 0 0
EVGO INC CL A COM 30052F100 27,713 14,741 SH SOLE 14,741 0 0
EVOMMUNE INC COM SHS 30054Y107 16,069,325 1,209,129 SH SOLE 1,209,129 0 0
EXPEDITORS INTL WASH INC COM 302130109 683,675 4,221 SH SOLE 4,221 0 0
EXXON MOBIL CORP COM 30233Q108 11,294,341 83,010 SH SOLE 83,010 0 0
EYEPOINT INC COM NEW 30233G209 17,811,837 1,245,583 SH SOLE 1,245,583 0 0
F N B CORP COM 302520101 227,165 11,850 SH SOLE 11,850 0 0
FABRINET SHS G3323L100 10,758,147 19,266 SH SOLE 19,266 0 0
FASTENAL CO COM 311900104 38,546,800 804,046 SH SOLE 804,046 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 41,193,086 173,453 SH SOLE 173,453 0 0
FIFTH THIRD BANCORP COM 316773100 30,465,024 539,040 SH SOLE 539,040 0 0
FLEX LTD ORD Y2573F102 3,093,530 19,279 SH SOLE 19,279 0 0
FORTINET INC COM 34959E109 2,013,757 12,994 SH SOLE 12,994 0 0
FRONTDOOR INC COM 35905A109 37,743,704 486,594 SH SOLE 486,594 0 0
FTAI AVIATION LTD SHS G3730V105 304,481 1,155 SH SOLE 1,155 0 0
FTAI INFRASTRUCTURE INC COMMON STOCK 35953C106 50,232 11,521 SH SOLE 11,521 0 0
GALLAGHER ARTHUR J & CO COM 363576109 19,885,501 86,769 SH SOLE 86,769 0 0
GARMIN LTD SHS H2906T109 16,186,304 68,279 SH SOLE 68,279 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 405,457 6,233 SH SOLE 6,233 0 0
GE VERNOVA INC COM 36828A101 124,655,457 106,999 SH SOLE 106,999 0 0
GENEDX HOLDINGS CORP COM CL A 81663L200 18,505,703 269,542 SH SOLE 269,542 0 0
GENERAC HLDGS INC COM 368736104 89,816,574 306,850 SH SOLE 306,850 0 0
GERON CORP COM 374163103 36,465 28,050 SH SOLE 28,050 0 0
GLAUKOS CORP COM 377322102 20,969,048 150,036 SH SOLE 150,036 0 0
GLOBAL PMTS INC COM 37940X102 302,829 4,258 SH SOLE 4,258 0 0
GOSSAMER BIO INC COM 38341P102 26,804 163,440 SH SOLE 163,440 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 11,028,728 37,770 SH SOLE 37,770 0 0
GUARDANT HEALTH INC COM 40131M109 293,792,955 1,957,828 SH SOLE 1,957,828 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 200,040 1,655 SH SOLE 1,655 0 0
HALLIBURTON CO COM 406216101 12,758,274 375,474 SH SOLE 375,474 0 0
HEARTFLOW INC COM 42238D107 18,688,110 636,942 SH SOLE 636,942 0 0
HIGHWOODS PPTYS INC COM 431284108 216,360 7,169 SH SOLE 7,169 0 0
HOME DEPOT INC COM 437076102 14,889,126 42,396 SH SOLE 42,396 0 0
HOULIHAN LOKEY INC CL A 441593100 32,037,753 239,140 SH SOLE 239,140 0 0
HUBSPOT INC COM 443573100 9,406,277 51,521 SH SOLE 51,521 0 0
HUNTINGTON BANCSHARES INC COM 446150104 29,163,081 1,641,712 SH SOLE 1,641,712 0 0
IDEAYA BIOSCIENCES INC COM 45166A102 2,422,550 65,000 SH SOLE 65,000 0 0
IDEX CORP COM 45167R104 23,479,215 103,503 SH SOLE 103,503 0 0
IDEXX LABS INC COM 45168D104 614,712 1,147 SH SOLE 1,147 0 0
ILLINOIS TOOL WKS INC COM 452308109 2,099,907 7,851 SH SOLE 7,851 0 0
IMMIX BIOPHARMA INC COM 45258H106 40,116,406 3,891,019 SH SOLE 3,891,019 0 0
INCYTE CORP COM 45337C102 398,558 3,476 SH SOLE 3,476 0 0
INHIBRX BIOSCIENCES INC COM 45720N103 5,831,389 61,545 SH SOLE 61,545 0 0
INSMED INC COM PAR $.01 457669307 62,220,874 583,665 SH SOLE 583,665 0 0
INTERDIGITAL INC COM 45867G101 250,194 903 SH SOLE 903 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 2,361,054 8,493 SH SOLE 8,493 0 0
INTERNATIONAL PAPER CO COM 460146103 10,849,246 284,624 SH SOLE 284,624 0 0
INTUIT COM 461202103 1,684,289 6,403 SH SOLE 6,403 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 24,142,856 60,634 SH SOLE 60,634 0 0
IONIS PHARMACEUTICALS INC COM 462222100 45,591,750 575,000 SH SOLE 575,000 0 0
IRHYTHM HOLDINGS INC COM 450056106 104,712,437 880,338 SH SOLE 880,338 0 0
JONES LANG LASALLE INC COM 48020Q107 215,712 689 SH SOLE 689 0 0
KAILERA THERAPEUTICS INC COMMON STOCK 482931102 13,586,342 616,720 SH SOLE 616,720 0 0
KARDIGAN INC COM 485925101 7,155,000 300,000 SH SOLE 300,000 0 0
KESTRA MED TECHNOLOGIES LTD SHS G52441105 36,804,970 1,446,742 SH SOLE 1,446,742 0 0
KLA CORP COM NEW 482480100 100,917,704 339,253 SH SOLE 339,253 0 0
KODIAK GAS SVCS INC COM 50012A108 2,425,302 32,585 SH SOLE 32,585 0 0
KYMERA THERAPEUTICS INC COM 501575104 57,811,287 504,210 SH SOLE 504,210 0 0
LAKEFRONT BIOTHERAPEUTICS NV SPON ADR 36315X101 2,789 94 SH SOLE 94 0 0
LAM RESEARCH CORP COM NEW 512807306 291,716,280 673,431 SH SOLE 673,431 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 93,453,259 611,272 SH SOLE 611,272 0 0
LEMONADE INC COM 52567D107 276,950 4,454 SH SOLE 4,454 0 0
LIBERTY ENERGY INC COM CL A 53115L104 60,631,092 2,314,729 SH SOLE 2,314,729 0 0
LINDE PLC SHS G54950103 11,597,836 22,433 SH SOLE 22,433 0 0
LITHIA MTRS INC COM 536797103 12,732,712 43,813 SH SOLE 43,813 0 0
LOWES COS INC COM 548661107 38,991,745 176,976 SH SOLE 176,976 0 0
LUMENTUM HLDGS INC COM 55024U109 12,584,528 14,672 SH SOLE 14,672 0 0
MADRIGAL PHARMACEUTICALS INC COM 558868105 277,349 526 SH SOLE 526 0 0
MAGNA INTL INC COM 559222401 405,909 6,265 SH SOLE 6,265 0 0
MARTIN MARIETTA MATLS INC COM 573284106 21,581,031 37,385 SH SOLE 37,385 0 0
MBX BIOSCIENCES INC COM 55287L101 48,216,758 873,492 SH SOLE 873,492 0 0
MCCORMICK & CO INC COM NON VTG 579780206 750,341 14,413 SH SOLE 14,413 0 0
MEDTRONIC PLC SHS G5960L103 11,080,733 138,227 SH SOLE 138,227 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 66,522,988 52,116 SH SOLE 52,116 0 0
MGIC INVT CORP WIS COM 552848103 595,427 21,092 SH SOLE 21,092 0 0
MICRON TECHNOLOGY INC COM 595112103 20,864,693 18,164 SH SOLE 18,164 0 0
MIRUM PHARMACEUTICALS INC COM 604749101 146,202,247 1,248,389 SH SOLE 1,248,389 0 0
MONGODB INC CL A 60937P106 38,622,387 114,962 SH SOLE 114,962 0 0
MONOLITHIC PWR SYS INC COM 609839105 79,718,381 57,790 SH SOLE 57,790 0 0
MOODYS CORP COM 615369105 2,072,145 4,577 SH SOLE 4,577 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 22,408,714 54,014 SH SOLE 54,014 0 0
MSCI INC COM 55354G100 29,448,933 52,607 SH SOLE 52,607 0 0
NASDAQ INC COM 631103108 55,883,476 711,213 SH SOLE 711,213 0 0
NETAPP INC COM 64110D104 916,715 5,912 SH SOLE 5,912 0 0
NEWMARK GROUP INC CL A 65158N102 152,982 10,025 SH SOLE 10,025 0 0
NEXTERA ENERGY INC COM 65339F101 10,622,852 120,251 SH SOLE 120,251 0 0
NEXTPOWER INC CLASS A COM 65290E101 208,926 1,888 SH SOLE 1,888 0 0
NISOURCE INC COM 65473P105 55,120,083 1,158,290 SH SOLE 1,158,290 0 0
NORTHWEST BANCSHARES INC COM 667340103 202,767 13,455 SH SOLE 13,455 0 0
NRG ENERGY INC COM NEW 629377508 598,975 4,017 SH SOLE 4,017 0 0
NURIX THERAPEUTICS INC COM 67080M103 31,486,884 1,297,893 SH SOLE 1,297,893 0 0
NUTANIX INC CL A 67059N108 262,653 5,144 SH SOLE 5,144 0 0
NVENT ELEC PLC SHS G6700G107 90,584,368 536,108 SH SOLE 536,108 0 0
NVIDIA CORPORATION COM 67066G104 54,405,628 273,735 SH SOLE 273,735 0 0
NXP SEMICONDUCTORS N V COM N6596X109 15,771,195 56,232 SH SOLE 56,232 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 129,921,258 599,458 SH SOLE 599,458 0 0
ONEOK INC NEW COM 682680103 2,675,919 30,158 SH SOLE 30,158 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 50,048,983 544,082 SH SOLE 544,082 0 0
ORIC PHARMACEUTICALS INC COM 68622P109 10,337,886 954,768 SH SOLE 954,768 0 0
ORUKA THERAPEUTICS INC COM 687604108 22,840,800 240,000 SH SOLE 240,000 0 0
OTIS WORLDWIDE CORP COM 68902V107 443,208 6,078 SH SOLE 6,078 0 0
OVID THERAPEUTICS INC COM 690469101 31,774,928 11,812,241 SH SOLE 11,812,241 0 0
PALO ALTO NETWORKS INC COM 697435105 85,680,851 251,535 SH SOLE 251,535 0 0
PALVELLA THERAPEUTICS INC NE COM 697947109 35,375,385 231,484 SH SOLE 231,484 0 0
PAYCHEX INC COM 704326107 1,354,422 13,570 SH SOLE 13,570 0 0
PENTAIR PLC SHS G7S00T104 13,570,602 177,107 SH SOLE 177,107 0 0
PINNACLE FINL PARTNERS INC COM 72348N109 253,915 2,520 SH SOLE 2,520 0 0
PPG INDS INC COM 693506107 383,527 3,172 SH SOLE 3,172 0 0
PRAXIS PRECISION MEDICINES I COM NEW 74006W207 12,956,962 38,684 SH SOLE 38,684 0 0
PRIVIA HEALTH GROUP INC COM 74276R102 18,980,867 737,694 SH SOLE 737,694 0 0
PROGRESSIVE CORP COM 743315103 2,407,027 10,948 SH SOLE 10,948 0 0
PROTAGONIST THERAPEUTICS INC COM 74366E102 399,798 3,287 SH SOLE 3,287 0 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 443,794 5,387 SH SOLE 5,387 0 0
PULTE GROUP INC COM 745867101 772,050 5,597 SH SOLE 5,597 0 0
QUALCOMM INC COM 747525103 4,328,754 22,997 SH SOLE 22,997 0 0
QUANTA SVCS INC COM 74762E102 67,085,469 93,231 SH SOLE 93,231 0 0
QUANTUMSCAPE CORP COM CL A 74767V109 264,838 34,893 SH SOLE 34,893 0 0
QUEST DIAGNOSTICS INC COM 74834L100 279,834 1,316 SH SOLE 1,316 0 0
RB GLOBAL INC COM 74935Q107 61,538,023 528,645 SH SOLE 528,645 0 0
RECURSION PHARMACEUTICALS IN CL A 75629V104 87,645 23,752 SH SOLE 23,752 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100 7,405,434 244,646 SH SOLE 244,646 0 0
RELMADA THERAPEUTICS INC COM 75955J402 12,860,239 1,858,416 SH SOLE 1,858,416 0 0
REMITLY GLOBAL INC COM 75960P104 29,857,693 1,332,003 SH SOLE 1,332,003 0 0
REPUBLIC SVCS INC COM 760759100 1,504,692 7,009 SH SOLE 7,009 0 0
REVOLUTION MEDICINES INC COM 76155X100 42,684,840 227,845 SH SOLE 227,845 0 0
ROCKET COS INC COM CL A 77311W101 162,998 10,516 SH SOLE 10,516 0 0
ROCKWELL AUTOMATION INC COM 773903109 27,902,802 56,458 SH SOLE 56,458 0 0
ROLLINS INC COM 775711104 32,098,086 767,984 SH SOLE 767,984 0 0
ROPER TECHNOLOGIES INC COM 776696106 1,426,730 4,230 SH SOLE 4,230 0 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104 77,668,505 1,380,261 SH SOLE 1,380,261 0 0
RUBRIK INC. CL A 781154109 17,364,274 216,431 SH SOLE 216,431 0 0
S&P GLOBAL INC COM 78409V104 5,052,138 12,389 SH SOLE 12,389 0 0
SAMSARA INC COM CL A 79589L106 325,911 10,153 SH SOLE 10,153 0 0
SANDISK CORP COM 80004C200 2,713,091 1,256 SH SOLE 1,256 0 0
SAP SE SPON ADR 803054204 1,132,009 7,308 SH SOLE 7,308 0 0
SBA COMMUNICATIONS CORP CL A 78410G104 231,555 1,290 SH SOLE 1,290 0 0
SCHOLAR ROCK HLDG CORP COM 80706P103 116,126,838 2,111,410 SH SOLE 2,111,410 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 22,826,910 23,637 SH SOLE 23,637 0 0
SEMPRA COM 816851109 1,039,302 11,067 SH SOLE 11,067 0 0
SERVICENOW INC COM 81762P102 1,802,172 18,065 SH SOLE 18,065 0 0
SERVICETITAN INC SHS CL A 81764X103 11,516,518 162,882 SH SOLE 162,882 0 0
SHERWIN WILLIAMS CO COM 824348106 24,141,225 70,111 SH SOLE 70,111 0 0
SHIFT4 PMTS INC CL A 82452J109 516,350 10,706 SH SOLE 10,706 0 0
SHOPIFY INC CL A SUB VTG SHS 82509L107 937,076 8,207 SH SOLE 8,207 0 0
SIONNA THERAPEUTICS INC COM 829401108 20,894,402 474,981 SH SOLE 474,981 0 0
SITIME CORP COM 82982T106 55,135,664 74,014 SH SOLE 74,014 0 0
SNAP ON INC COM 833034101 648,928 1,629 SH SOLE 1,629 0 0
SNOWFLAKE INC COM SHS 833445109 2,432,777 9,619 SH SOLE 9,619 0 0
SOFI TECHNOLOGIES INC COM 83406F102 1,056,821 58,099 SH SOLE 58,099 0 0
SOLARIS ENERGY INFRAS INC COM CL A 83418M103 2,031,102 25,244 SH SOLE 25,244 0 0
SOLID POWER INC CLASS A COM 83422N105 29,645 11,402 SH SOLE 11,402 0 0
SOUTHERN CO COM 842587107 7,738,979 80,367 SH SOLE 80,367 0 0
SOUTHWEST GAS HLDGS INC COM 844895102 202,295 2,257 SH SOLE 2,257 0 0
SPYRE THERAPEUTICS INC COM NEW 00773J202 17,901,699 201,616 SH SOLE 201,616 0 0
SS&C TECH HLDGS COM 78467J100 1,492,244 23,709 SH SOLE 23,709 0 0
STEEL DYNAMICS INC COM 858119100 567,047 2,421 SH SOLE 2,421 0 0
STERIS PLC SHS USD G8473T100 42,082,277 199,560 SH SOLE 199,560 0 0
STERLING INFRASTRUCTURE INC COM 859241101 467,918 575 SH SOLE 575 0 0
STRIDE INC COM 86333M108 311,896 3,612 SH SOLE 3,612 0 0
STRYKER CORPORATION COM 863667101 2,224,400 6,730 SH SOLE 6,730 0 0
SUNBELT RENTALS HOLDINGS INC SHS 866966104 71,954 1,331 SH SOLE 1,331 0 0
SUTRO BIOPHARMA INC COM SHS 869367201 19,430,698 585,262 SH SOLE 585,262 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 17,496,908 37,413 SH SOLE 37,413 0 0
TALEN ENERGY CORP COM 87422Q109 37,509,909 97,373 SH SOLE 97,373 0 0
TANGO THERAPEUTICS INC COM 87583X109 12,504,000 400,000 SH SOLE 400,000 0 0
TARGA RES CORP COM 87612G101 131,748,972 490,719 SH SOLE 490,719 0 0
TC ENERGY CORP COM 87807B107 6,301,014 90,997 SH SOLE 90,997 0 0
TD SYNNEX CORPORATION COM 87162W100 27,026,060 100,983 SH SOLE 100,983 0 0
TERADYNE INC COM 880770102 71,370,259 147,984 SH SOLE 147,984 0 0
TFS FINL CORP COM 87240R107 191,375 10,917 SH SOLE 10,917 0 0
THOMSON REUTERS CORP COM 884903881 502,655 6,081 SH SOLE 6,081 0 0
TOAST INC CL A 888787108 69,417,420 2,494,706 SH SOLE 2,494,706 0 0
TOLL BROTHERS INC COM 889478103 444,352 2,695 SH SOLE 2,695 0 0
TRADEWEB MKTS INC CL A 892672106 341,046 3,703 SH SOLE 3,703 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 203,485,435 415,039 SH SOLE 415,039 0 0
TRANSMEDICS GROUP INC COM 89377M109 36,461,050 548,874 SH SOLE 548,874 0 0
TREVI THERAPEUTICS INC COM 89532M101 49,609,000 2,660,000 SH SOLE 2,660,000 0 0
TRIMBLE INC COM 896239100 924,166 18,203 SH SOLE 18,203 0 0
TRUIST FINL CORP COM 89832Q109 1,752,900 34,656 SH SOLE 34,656 0 0
TYLER TECHNOLOGIES INC COM 902252105 480,901 1,654 SH SOLE 1,654 0 0
UL SOLUTIONS INC CLASS A COM SHS 903731107 28,560,873 281,062 SH SOLE 281,062 0 0
UNION PAC CORP COM 907818108 4,733,822 17,375 SH SOLE 17,375 0 0
UNITED MICROELECTRONICS CORP SPON ADR NEW 910873405 288,557 10,751 SH SOLE 10,751 0 0
UNITED RENTALS INC COM 911363109 117,160,227 103,445 SH SOLE 103,445 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 14,685,779 27,101 SH SOLE 27,101 0 0
UWM HOLDINGS CORPORATION COM CL A 91823B109 86,056 40,979 SH SOLE 40,979 0 0
VALERO ENERGY CORP COM 91913Y100 582,708 2,188 SH SOLE 2,188 0 0
VAXCYTE INC COM 92243G108 80,229,411 1,380,219 SH SOLE 1,380,219 0 0
VERISK ANALYTICS INC COM 92345Y106 461,466 2,575 SH SOLE 2,575 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 30,841,344 92,404 SH SOLE 92,404 0 0
VISTRA CORP COM 92840M102 79,382,454 499,466 SH SOLE 499,466 0 0
VULCAN MATLS CO COM 929160109 50,128,882 169,825 SH SOLE 169,825 0 0
WASTE CONNECTIONS INC COM 94106B101 25,396,212 152,351 SH SOLE 152,351 0 0
WASTE MGMT INC DEL COM 94106L109 2,111,517 9,453 SH SOLE 9,453 0 0
WAYFAIR INC CL A 94419L101 308,215 3,223 SH SOLE 3,223 0 0
WEC ENERGY GROUP INC COM 92939U106 21,070,838 179,606 SH SOLE 179,606 0 0
WILLIAMS COS INC COM 969457100 66,936,258 898,241 SH SOLE 898,241 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103 15,892,034 60,725 SH SOLE 60,725 0 0
WORKDAY INC CL A 98138H101 622,472 5,037 SH SOLE 5,037 0 0
XOMETRY INC CLASS A COM 98423F109 208,360,818 2,151,845 SH SOLE 2,151,845 0 0
XYLEM INC COM 98419M100 13,461,504 113,944 SH SOLE 113,944 0 0
ZOETIS INC CL A 98978V103 616,252 8,413 SH SOLE 8,413 0 0
ZSCALER INC COM 98980G102 565,398 4,109 SH SOLE 4,109 0 0