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
AAR CORP COM 000361105 23,316,081 229,783 SH SOLE 229,783 0 0
ABBVIE INC COM 00287Y109 130,032,727 497,086 SH SOLE 497,086 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 402,825,199 2,196,789 SH SOLE 2,196,789 0 0
ADOBE INC COM 00724F101 13,200,059 55,014 SH SOLE 55,014 0 0
ADVANCED ENERGY INDS COM 007973100 26,003,813 92,271 SH SOLE 92,271 0 0
ADVANCED MICRO DEVICES INC COM 007903107 130,363,609 213,096 SH SOLE 213,096 0 0
AFFIRM HLDGS INC COM CL A 00827B106 25,998,219 375,534 SH SOLE 375,534 0 0
ALPHABET INC CAP STK CL A 02079K305 192,985,526 560,874 SH SOLE 560,874 0 0
ALTRIA GROUP INC COM 02209S103 15,079,177 223,926 SH SOLE 223,926 0 0
AMAZON COM INC COM 023135106 202,281,148 811,885 SH SOLE 811,885 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 12,950,568 174,020 SH SOLE 174,020 0 0
AMNEAL PHARMACEUTICALS INC COM STK CL A 03168L105 3,748,558 186,125 SH SOLE 186,125 0 0
ANDERSONS INC COM 034164103 1,143,903 17,411 SH SOLE 17,411 0 0
ANI PHARMACEUTICALS INC COM 00182C103 1,480,752 20,382 SH SOLE 20,382 0 0
AON PLC SHS CL A G0403H108 10,538,848 38,078 SH SOLE 38,078 0 0
API GROUP CORP COM STK 00187Y100 12,099,710 313,464 SH SOLE 313,464 0 0
APPLE INC COM 037833100 126,581,901 380,103 SH SOLE 380,103 0 0
APPLIED MATLS INC COM 038222105 60,880,812 119,052 SH SOLE 119,052 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 179,652,657 2,263,198 SH SOLE 2,263,198 0 0
ARISTA NETWORKS INC COM SHS 040413205 6,095,077 29,938 SH SOLE 29,938 0 0
ASTRAZENECA PLC ORD G0593M107 189,919,683 1,165,929 SH SOLE 1,165,929 0 0
ATI INC COM 01741R102 161,829,231 854,431 SH SOLE 854,431 0 0
ATLASSIAN CORPORATION CL A 049468101 82,748,969 461,537 SH SOLE 461,537 0 0
AVNET INC COM 053807103 25,093,847 251,064 SH SOLE 251,064 0 0
AXOGEN INC COM 05463X106 74,659,185 1,780,992 SH SOLE 1,780,992 0 0
AXON ENTERPRISE INC COM 05464C101 54,769,155 129,625 SH SOLE 129,625 0 0
BAKER HUGHES COMPANY CL A 05722G100 21,803,974 397,158 SH SOLE 397,158 0 0
BANCO BRADESCO S A SP ADR PFD NEW 059460303 1,696,189 481,872 SH SOLE 481,872 0 0
BANK NOVA SCOTIA B C COM 064149107 176,571,570 1,941,676 SH SOLE 1,941,676 0 0
BANK OF NY MELLON CORP COM 064058100 130,272,869 900,732 SH SOLE 900,732 0 0
BANKUNITED INC COM 06652K103 82,704,024 1,959,811 SH SOLE 1,959,811 0 0
BARRICK MNG CORP COM SHS 06849F108 15,018,414 369,275 SH SOLE 369,275 0 0
BIOGEN INC COM 09062X103 131,411,111 581,774 SH SOLE 581,774 0 0
BLOOM ENERGY CORP COM CL A 093712107 73,374,218 264,908 SH SOLE 264,908 0 0
BOOT BARN HLDGS INC COM 099406100 28,589,097 237,313 SH SOLE 237,313 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 12,051,312 173,600 SH SOLE 173,600 0 0
BORGWARNER INC COM 099724106 701,965 11,678 SH SOLE 11,678 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 176,169,864 2,823,235 SH SOLE 2,823,235 0 0
BROADCOM INC COM 11135F101 39,295,351 111,892 SH SOLE 111,892 0 0
BUNGE GLOBAL SA COM SHS H11356104 6,705,551 62,698 SH SOLE 62,698 0 0
BURLINGTON STORES INC COM 122017106 14,321,918 53,602 SH SOLE 53,602 0 0
CAPITAL ONE FINL CORP COM 14040H105 13,344,998 69,120 SH SOLE 69,120 0 0
CARDINAL HEALTH INC COM 14149Y108 76,337,970 343,092 SH SOLE 343,092 0 0
CARNIVAL CORP LTD COMMON SHARES G2004J103 341,425 13,913 SH SOLE 13,913 0 0
CENCORA INC COM 03073E105 4,232,624 14,097 SH SOLE 14,097 0 0
CENTERPOINT ENERGY INC COM 15189T107 102,511,846 2,785,648 SH SOLE 2,785,648 0 0
CHARLES SCHWAB CORP (THE) COM 808513105 13,066,274 133,684 SH SOLE 133,684 0 0
CHENIERE ENERGY INC COM NEW 16411R208 7,980,506 29,664 SH SOLE 29,664 0 0
CHORD ENERGY CORPORATION COM NEW 674215207 617,795 4,608 SH SOLE 4,608 0 0
CISCO SYS INC COM 17275R102 333,352,174 3,097,205 SH SOLE 3,097,205 0 0
CITIGROUP INC COM NEW 172967424 67,862,281 524,114 SH SOLE 524,114 0 0
CITIZENS FINL GROUP INC COM 174610105 142,586,042 2,236,293 SH SOLE 2,236,293 0 0
CLOUDFLARE INC CL A COM 18915M107 36,831,475 106,057 SH SOLE 106,057 0 0
CMS ENERGY CORP COM 125896100 11,477,028 181,944 SH SOLE 181,944 0 0
COCA COLA CO COM 191216100 21,015,485 244,139 SH SOLE 244,139 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 166,896,745 2,905,584 SH SOLE 2,905,584 0 0
COHERENT CORP COM 19247G107 44,956,210 156,201 SH SOLE 156,201 0 0
COLLEGIUM PHARMACEUTICAL INC COM 19459J104 1,496,263 68,573 SH SOLE 68,573 0 0
COMFORT SYS USA INC COM 199908104 107,381,869 64,919 SH SOLE 64,919 0 0
COMMERCIAL METALS CO COM 201723103 19,165,240 308,619 SH SOLE 308,619 0 0
CONOCOPHILLIPS COM 20825C104 117,411,099 938,163 SH SOLE 938,163 0 0
COPA HOLDINGS SA CL A P31076105 21,037,854 159,559 SH SOLE 159,559 0 0
CORNING INC COM 219350105 44,136,193 287,046 SH SOLE 287,046 0 0
CRANE COMPANY COMMON STOCK 224408104 114,683,110 562,117 SH SOLE 562,117 0 0
CREDICORP LTD COM G2519Y108 78,186,363 205,824 SH SOLE 205,824 0 0
CRH PLC ORD G25508105 6,260,674 75,612 SH SOLE 75,612 0 0
CROCS INC COM 227046109 3,141,914 26,783 SH SOLE 26,783 0 0
CULLEN FROST BANKERS INC COM 229899109 79,664,733 521,810 SH SOLE 521,810 0 0
CVS HEALTH CORP COM 126650100 4,325,717 50,481 SH SOLE 50,481 0 0
D R HORTON INC COM 23331A109 4,423,497 32,371 SH SOLE 32,371 0 0
DELL TECHNOLOGIES INC CL C 24703L202 93,848,067 174,455 SH SOLE 174,455 0 0
DELUXE CORP MEDIUM TERM NTS COM 248019101 6,043,315 263,096 SH SOLE 263,096 0 0
DEUTSCHE BK AG NAMEN AKT D18190898 180,434,987 4,997,095 SH SOLE 4,997,095 0 0
DEVON ENERGY CORP NEW COM 25179M103 67,458,959 1,465,225 SH SOLE 1,465,225 0 0
DHT HOLDINGS INC SHS NEW Y2065G121 2,628,728 116,470 SH SOLE 116,470 0 0
DIODES INC COM 254543101 43,616,768 450,633 SH SOLE 450,633 0 0
DIVERSIFIED ENERGY CO COMMON STOCK 25520W107 82,383,410 6,148,058 SH SOLE 6,148,058 0 0
DORIAN LPG LTD SHS USD Y2106R110 3,593,876 65,272 SH SOLE 65,272 0 0
DOW HLDGS INC COM 260557103 15,797,027 573,603 SH SOLE 573,603 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 103,262,165 4,611,977 SH SOLE 4,611,977 0 0
ELASTIC N V ORD SHS N14506104 9,109,295 99,338 SH SOLE 99,338 0 0
ELDORADO GOLD CORP NEW COM 284902509 1,730,842 44,947 SH SOLE 44,947 0 0
ELI LILLY & CO COM 532457108 88,296,775 76,310 SH SOLE 76,310 0 0
ELLINGTON FINANCIAL INC COM 28852N109 617,171 52,170 SH SOLE 52,170 0 0
EMBRAER S.A. SPONSORED ADS 29082A107 69,088,174 917,262 SH SOLE 917,262 0 0
ENOVA INTL INC COM 29357K103 2,014,177 12,053 SH SOLE 12,053 0 0
ERO COPPER CORP COM 296006109 32,837,316 893,832 SH SOLE 893,832 0 0
EVERCORE INC CLASS A 29977A105 24,870,380 96,584 SH SOLE 96,584 0 0
EVERPURE INC CL A 74624M102 101,455,985 775,776 SH SOLE 775,776 0 0
FEDEX CORP COM 31428X106 12,356,371 43,342 SH SOLE 43,342 0 0
FEDEX FGHT HLDG CO INC COMMON STOCK 314352105 2,652,903 24,254 SH SOLE 24,254 0 0
FIRST HORIZON CORPORATION COM 320517105 150,162,821 6,523,146 SH SOLE 6,523,146 0 0
FIRST INDL RLTY TR INC COM 32054K103 74,080,740 1,244,218 SH SOLE 1,244,218 0 0
FLUTTER ENTMT PLC SHS G3643J108 51,827,662 695,300 SH SOLE 695,300 0 0
FORD MTR CO COM 345370860 22,796,077 1,890,222 SH SOLE 1,890,222 0 0
FRANKLIN TEMPLETON INC COM 354613101 165,031,018 5,137,952 SH SOLE 5,137,952 0 0
FREEPORT MCMORAN INC CL B 35671D857 80,966,340 1,156,662 SH SOLE 1,156,662 0 0
FRONTLINE PLC COM M46528101 38,181,885 774,952 SH SOLE 774,952 0 0
GARTNER INC COM 366651107 26,267,257 140,813 SH SOLE 140,813 0 0
GEN DIGITAL INC COM 668771108 12,132,381 550,971 SH SOLE 550,971 0 0
GENERAL MTRS CO COM 37045V100 164,657,031 2,138,403 SH SOLE 2,138,403 0 0
GIGACLOUD TECHNOLOGY INC CLASS A ORD G38644103 2,795,991 54,102 SH SOLE 54,102 0 0
GILDAN ACTIVEWEAR INC COM 375916103 10,417,450 244,369 SH SOLE 244,369 0 0
GLOBUS MED INC CL A 379577208 40,583,816 541,840 SH SOLE 541,840 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 88,872,735 98,708 SH SOLE 98,708 0 0
HALOZYME THERAPEUTICS INC COM 40637H109 11,954,554 108,284 SH SOLE 108,284 0 0
HASBRO INC COM 418056107 64,869,960 739,849 SH SOLE 739,849 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 53,481,169 837,082 SH SOLE 837,082 0 0
HF SINCLAIR CORP COM 403949100 47,192,789 439,739 SH SOLE 439,739 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 24,384,852 76,653 SH SOLE 76,653 0 0
HUDBAY MINERALS INC COM 443628102 42,339,028 1,583,887 SH SOLE 1,583,887 0 0
HUNT J B TRANS SVCS INC COM 445658107 146,236,315 652,695 SH SOLE 652,695 0 0
INDIE SEMICONDUCTOR INC CLASS A COM 45569U101 10,534,858 3,601,661 SH SOLE 3,601,661 0 0
INDIVIOR PHARMACEUTICALS INC COM 45579U109 1,729,081 48,231 SH SOLE 48,231 0 0
INTERCORP FINL SVCS INC SHS P5626F128 283,426 5,211 SH SOLE 5,211 0 0
IQVIA HLDGS INC COM 46266C105 80,109,772 297,972 SH SOLE 297,972 0 0
JACKSON FINANCIAL INC COM CL A 46817M107 2,543,724 19,670 SH SOLE 19,670 0 0
JOHNSON & JOHNSON COM 478160104 16,858,114 63,678 SH SOLE 63,678 0 0
JONES LANG LASALLE INC COM 48020Q107 140,658,047 460,389 SH SOLE 460,389 0 0
JPMORGAN CHASE & CO COM 46625H100 34,452,967 104,141 SH SOLE 104,141 0 0
KB FINL GROUP INC SPONSORED ADR 48241A105 4,456,466 36,202 SH SOLE 36,202 0 0
KENNAMETAL INC COM 489170100 1,917,746 62,386 SH SOLE 62,386 0 0
LAM RESEARCH CORP COM NEW 512807306 97,259,328 296,062 SH SOLE 296,062 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 61,230,077 487,423 SH SOLE 487,423 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 10,127,187 59,818 SH SOLE 59,818 0 0
LUMENTUM HLDGS INC COM 55024U109 60,157,902 61,938 SH SOLE 61,938 0 0
MACYS INC COM 55616P104 1,650,119 72,469 SH SOLE 72,469 0 0
MCKESSON CORP COM 58155Q103 4,141,832 4,851 SH SOLE 4,851 0 0
MEDPACE HLDGS INC COM 58506Q109 58,986,883 94,503 SH SOLE 94,503 0 0
META PLATFORMS INC CL A 30303M102 139,417,305 192,252 SH SOLE 192,252 0 0
MICRON TECHNOLOGY INC COM 595112103 4,935,720 4,634 SH SOLE 4,634 0 0
MICROSOFT CORP COM 594918104 294,306,636 573,809 SH SOLE 573,809 0 0
MILLICOM INTL CELLULAR S A COM STK L6388F110 2,171,442 24,919 SH SOLE 24,919 0 0
MIZUHO FINANCIAL GROUP INC SPONSORED ADR 60687Y109 82,134,838 7,433,017 SH SOLE 7,433,017 0 0
MKS INC. COM 55306N104 22,643,169 85,330 SH SOLE 85,330 0 0
MONGODB INC CL A 60937P106 64,200,715 184,162 SH SOLE 184,162 0 0
MORGAN STANLEY COM NEW 617446448 16,445,715 87,440 SH SOLE 87,440 0 0
NATERA INC COM 632307104 83,212,942 201,333 SH SOLE 201,333 0 0
NUTRIEN LTD COM 67077M108 25,866,823 368,211 SH SOLE 368,211 0 0
NVENT ELEC PLC SHS G6700G107 82,910,809 516,997 SH SOLE 516,997 0 0
NVIDIA CORPORATION COM 67066G104 317,090,100 1,388,432 SH SOLE 1,388,432 0 0
ONTO INNOVATION INC COM 683344105 75,804,369 246,262 SH SOLE 246,262 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 54,221,034 6,092,251 SH SOLE 6,092,251 0 0
PALOMAR HLDGS INC COM 69753M105 41,423,714 335,986 SH SOLE 335,986 0 0
PAR PAC HOLDINGS INC COM NEW 69888T207 5,088,925 62,349 SH SOLE 62,349 0 0
PARKER-HANNIFIN CORP COM 701094104 98,532,465 103,130 SH SOLE 103,130 0 0
PETROLEO BRASILEIRO S A SPONSORED ADR 71654V408 138,639,994 6,643,028 SH SOLE 6,643,028 0 0
PFIZER INC COM 717081103 107,284,197 3,761,718 SH SOLE 3,761,718 0 0
PHILLIPS 66 COM 718546104 53,712,373 210,381 SH SOLE 210,381 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 161,390,359 6,231,288 SH SOLE 6,231,288 0 0
POPULAR INC COM NEW 733174700 3,682,455 23,689 SH SOLE 23,689 0 0
PRIMERICA INC COM 74164M108 4,842,005 17,776 SH SOLE 17,776 0 0
PRIMO BRANDS CORPORATION CLASS A COM SHS 741623102 12,198,991 640,367 SH SOLE 640,367 0 0
PROCTER & GAMBLE CO COM 742718109 26,601,204 183,103 SH SOLE 183,103 0 0
PROG HOLDINGS INC COM NPV 74319R101 2,146,899 69,434 SH SOLE 69,434 0 0
QUEST DIAGNOSTICS INC COM 74834L100 77,981,726 334,585 SH SOLE 334,585 0 0
RENASANT CORP COM 75970E107 1,825,610 46,955 SH SOLE 46,955 0 0
REPLIGEN CORP COM 759916109 71,986,675 374,482 SH SOLE 374,482 0 0
ROCKET COS INC COM CL A 77311W101 22,389,701 1,945,239 SH SOLE 1,945,239 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 21,764,629 81,865 SH SOLE 81,865 0 0
RYANAIR HOLDINGS PLC SPONSORED ADR 783513203 25,153,983 457,262 SH SOLE 457,262 0 0
SANDISK CORP COM 80004C200 7,598,100 4,367 SH SOLE 4,367 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 101,042,347 109,550 SH SOLE 109,550 0 0
SLB LIMITED COM STK 806857108 153,000,191 3,140,398 SH SOLE 3,140,398 0 0
SMURFIT WESTROCK PLC SHS G8267P108 141,780,574 3,214,979 SH SOLE 3,214,979 0 0
SOMNIGROUP INTERNATIONAL INC COM 88023U101 3,261,148 52,506 SH SOLE 52,506 0 0
SPACE EXPLORATION TECHN CORP CLASS A COM STK 84615Q103 19,384,605 128,494 SH SOLE 128,494 0 0
SPHERE ENTERTAINMENT CO CL A 55826T102 60,226,700 447,982 SH SOLE 447,982 0 0
STAR BULK CARRIERS CORP. SHS PAR Y8162K204 46,543,322 1,585,263 SH SOLE 1,585,263 0 0
STATE STR CORP COM 857477103 16,452,838 94,237 SH SOLE 94,237 0 0
STEEL DYNAMICS INC COM 858119100 15,611,538 70,446 SH SOLE 70,446 0 0
SUPER GROUP SGHC LIMITED ORD SHS G8588X103 1,945,481 171,408 SH SOLE 171,408 0 0
SYNCHRONY FINANCIAL COM 87165B103 36,376,880 512,567 SH SOLE 512,567 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 42,020,573 92,112 SH SOLE 92,112 0 0
TARGA RES CORP COM 87612G101 123,602,221 457,261 SH SOLE 457,261 0 0
TARGET CORP COM 87612E106 12,078,762 77,087 SH SOLE 77,087 0 0
TD SYNNEX CORPORATION COM 87162W100 3,643,417 14,185 SH SOLE 14,185 0 0
TELECOM ARGENTINA SA SPON ADR REP B 879273209 11,422,045 930,892 SH SOLE 930,892 0 0
TEXAS INSTRS INC COM 882508104 45,703,406 163,174 SH SOLE 163,174 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 57,239,515 84,793 SH SOLE 84,793 0 0
TOTALENERGIES SE ACT F92124100 21,444,954 250,000 SH SOLE 250,000 0 0
TRUIST FINL CORP COM 89832Q109 87,005,710 1,879,173 SH SOLE 1,879,173 0 0
TWILIO INC CL A 90138F102 171,971,744 588,018 SH SOLE 588,018 0 0
UMB FINL CORP COM 902788108 1,841,072 14,161 SH SOLE 14,161 0 0
UNITED BANKSHARES INC WEST V COM 909907107 1,489,237 32,417 SH SOLE 32,417 0 0
UNITED FIRE GROUP INC COM 910340108 634,130 12,058 SH SOLE 12,058 0 0
UNITED MICROELECTRONICS CORP SPON ADR NEW 910873405 429,187 17,525 SH SOLE 17,525 0 0
UNITEDHEALTH GROUP INC COM 91324P102 69,567,533 189,516 SH SOLE 189,516 0 0
US FOODS HLDG CORP COM 912008109 23,257,391 252,222 SH SOLE 252,222 0 0
V2X INC COM 92242T101 1,732,733 24,484 SH SOLE 24,484 0 0
VALERO ENERGY CORP COM 91913Y100 55,293,729 142,653 SH SOLE 142,653 0 0
VALLEY NATL BANCORP COM 919794107 63,510,226 5,032,506 SH SOLE 5,032,506 0 0
VENTURE GLOBAL INC COM CL A 92333F101 90,292,652 7,143,406 SH SOLE 7,143,406 0 0
VERACYTE INC COM 92337F107 29,604,687 643,021 SH SOLE 643,021 0 0
VIRTU FINL INC CL A 928254101 3,013,005 54,623 SH SOLE 54,623 0 0
WALMART INC COM 931142103 80,981,946 779,272 SH SOLE 779,272 0 0
WAYFAIR INC CL A 94419L101 47,004,479 458,312 SH SOLE 458,312 0 0
WELLS FARGO & CO COM 949746101 10,209,497 127,539 SH SOLE 127,539 0 0
WEX INC COM 96208T104 2,227,009 13,201 SH SOLE 13,201 0 0
WINTRUST FINL CORP COM 97650W108 91,373,917 644,295 SH SOLE 644,295 0 0