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
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101   77,454,000 600,000 SH Call SOLE   600,000 0 0
3M CO COM 88579Y101   248,937,414 1,928,402 SH   SOLE   1,928,402 0 0
ABBOTT LABS COM 002824100   44,870,624 396,699 SH   SOLE   396,699 0 0
ABBVIE INC COM 00287Y109   196,739,133 1,107,142 SH   SOLE   1,107,142 0 0
ACADEMY SPORTS & OUTDOORS IN COM 00402L107   2,563,307 44,556 SH   SOLE   44,556 0 0
ACADIA HEALTHCARE COMPANY IN COM 00404A109   31,322,588 789,977 SH   SOLE   789,977 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   8,983,661 25,537 SH   SOLE   25,537 0 0
ACV AUCTIONS INC COM CL A 00091G104   878,645 40,678 SH   SOLE   40,678 0 0
ADIENT PLC ORD SHS G0084W101   1,212,544 70,374 SH   SOLE   70,374 0 0
ADOBE INC COM 00724F101   26,680,800 60,000 SH   SOLE   60,000 0 0
ADVANCE AUTO PARTS INC COM 00751Y106   4,058,712 85,826 SH   SOLE   85,826 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104   7,262,917 62,828 SH   SOLE   62,828 0 0
ADVANCED ENERGY INDS COM 007973100   2,973,888 25,719 SH   SOLE   25,719 0 0
AECOM COM 00766T100   11,506,330 107,717 SH   SOLE   107,717 0 0
AES CORP COM 00130H105   5,305,760 412,258 SH   SOLE   412,258 0 0
AFFILIATED MANAGERS GROUP IN COM 008252108   1,223,431 6,616 SH   SOLE   6,616 0 0
AGNC INVT CORP COM 00123Q104   2,958,215 321,196 SH   SOLE   321,196 0 0
AIR PRODS & CHEMS INC COM 009158106   42,476,648 146,451 SH   SOLE   146,451 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101   93,061,520 972,938 SH   SOLE   972,938 0 0
ALAMO GROUP INC COM 011311107   524,266 2,820 SH   SOLE   2,820 0 0
ALARM COM HLDGS INC COM 011642105   2,628,080 43,225 SH   SOLE   43,225 0 0
ALBANY INTL CORP CL A 012348108   953,482 11,923 SH   SOLE   11,923 0 0
ALBERTSONS COS INC COMMON STOCK 013091103   6,159,752 313,633 SH   SOLE   313,633 0 0
ALCON AG ORD SHS H01301128   24,285,077 286,077 SH   SOLE   286,077 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109   4,891,645 50,145 SH   SOLE   50,145 0 0
ALIGN TECHNOLOGY INC COM 016255101   36,376,029 174,457 SH   SOLE   174,457 0 0
ALKERMES PLC SHS G01767105   7,417,290 257,903 SH   SOLE   257,903 0 0
ALLEGION PLC ORD SHS G0176J109   1,944,518 14,880 SH   SOLE   14,880 0 0
ALLEGRO MICROSYSTEMS INC COM 01749D105   4,595,365 210,218 SH   SOLE   210,218 0 0
ALLIANT ENERGY CORP COM 018802108   5,058,422 85,533 SH   SOLE   85,533 0 0
ALPHABET INC CAP STK CL C 02079K107   95,220,000 500,000 SH   SOLE   500,000 0 0
ALPHABET INC CAP STK CL A 02079K305   95,481,406 504,392 SH   SOLE   504,392 0 0
AMAZON COM INC COM 023135106   1,470,219,268 6,701,396 SH   SOLE   6,701,396 0 0
AMBARELLA INC SHS G037AX101   269,574 3,706 SH   SOLE   3,706 0 0
AMER STATES WTR CO COM 029899101   998,158 12,843 SH   SOLE   12,843 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106   1,046,293 62,765 SH   SOLE   62,765 0 0
AMERICAN ELEC PWR CO INC COM 025537101   79,212,750 858,861 SH   SOLE   858,861 0 0
AMERICAN EXPRESS CO COM 025816109   69,708,551 234,875 SH   SOLE   234,875 0 0
AMERICAN FINL GROUP INC OHIO COM 025932104   5,572,229 40,694 SH   SOLE   40,694 0 0
AMERICAN HOMES 4 RENT CL A 02665T306   2,056,341 54,953 SH   SOLE   54,953 0 0
AMERICAN INTL GROUP INC COM NEW 026874784   180,345,038 2,477,267 SH   SOLE   2,477,267 0 0
AMERICAN TOWER CORP NEW COM 03027X100   612,406 3,339 SH   SOLE   3,339 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103   38,582,688 309,926 SH   SOLE   309,926 0 0
AMETEK INC COM 031100100   612,163 3,396 SH   SOLE   3,396 0 0
AMGEN INC COM 031162100   59,165,280 227,000 SH   SOLE   227,000 0 0
AMPHENOL CORP NEW CL A 032095101   44,337,366 638,407 SH   SOLE   638,407 0 0
ANALOG DEVICES INC COM 032654105   109,378,020 514,817 SH   SOLE   514,817 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108   429,300 8,574 SH   SOLE   8,574 0 0
APA CORPORATION COM 03743Q108   7,489,449 324,359 SH   SOLE   324,359 0 0
API GROUP CORP COM STK 00187Y100   3,774,656 104,939 SH   SOLE   104,939 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   40,113,730 242,878 SH   SOLE   242,878 0 0
APPFOLIO INC COM CL A 03783C100   532,422 2,158 SH   SOLE   2,158 0 0
APPIAN CORP CL A 03782L101   892,670 27,067 SH   SOLE   27,067 0 0
APPLE HOSPITALITY REIT INC COM NEW 03784Y200   3,224,498 210,065 SH   SOLE   210,065 0 0
APPLE INC COM 037833100   150,252,000 600,000 SH   SOLE   600,000 0 0
APPLIED MATLS INC COM 038222105   63,263,070 389,000 SH   SOLE   389,000 0 0
APPLOVIN CORP COM CL A 03831W108   19,930,441 61,546 SH   SOLE   61,546 0 0
APTIV PLC COM SHS G3265R107   5,437,031 89,898 SH   SOLE   89,898 0 0
ARCBEST CORP COM 03937C105   1,962,333 21,028 SH   SOLE   21,028 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203   13,467,188 582,239 SH   SOLE   582,239 0 0
ARCH CAP GROUP LTD ORD G0450A105   342,341 3,707 SH   SOLE   3,707 0 0
ARCH RESOURCES INC CL A 03940R107   285,264 2,020 SH   SOLE   2,020 0 0
ARCHER AVIATION INC COM CL A 03945R102   243,477 24,972 SH   SOLE   24,972 0 0
ARCHER DANIELS MIDLAND CO COM 039483102   29,251,080 579,000 SH   SOLE   579,000 0 0
ARCOSA INC COM 039653100   1,481,476 15,314 SH   SOLE   15,314 0 0
ARGENX SE SPONSORED ADR 04016X101   6,500,550 10,570 SH   SOLE   10,570 0 0
ARROW ELECTRS INC COM 042735100   1,865,688 16,493 SH   SOLE   16,493 0 0
ARTISAN PARTNERS ASSET MGMT CL A 04316A108   2,266,669 52,652 SH   SOLE   52,652 0 0
ASANA INC CL A 04342Y104   2,492,622 122,971 SH   SOLE   122,971 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104   1,310,661 5,393 SH   SOLE   5,393 0 0
ASGN INC COM 00191U102   3,182,255 38,184 SH   SOLE   38,184 0 0
ASHLAND INC COM 044186104   1,974,225 27,627 SH   SOLE   27,627 0 0
ASPEN TECHNOLOGY INC COM 29109X106   9,161,421 36,700 SH   SOLE   36,700 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108   281,762,274 4,300,401 SH   SOLE   4,300,401 0 0
ATI INC COM 01741R102   19,456,750 353,502 SH   SOLE   353,502 0 0
ATKORE INC COM 047649108   5,296,321 63,467 SH   SOLE   63,467 0 0
ATLANTIC UN BANKSHARES CORP COM 04911A107   1,852,976 48,917 SH   SOLE   48,917 0 0
ATLAS ENERGY SOLUTIONS INC COM NEW 642045108   682,412 30,767 SH   SOLE   30,767 0 0
ATLASSIAN CORPORATION CL A 049468101   161,285,249 662,689 SH   SOLE   662,689 0 0
AUTODESK INC COM 052769106   6,422,441 21,729 SH   SOLE   21,729 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   4,805,456 16,416 SH   SOLE   16,416 0 0
AUTONATION INC COM 05329W102   41,509,236 244,402 SH   SOLE   244,402 0 0
AUTOZONE INC COM 053332102   60,540,214 18,907 SH   SOLE   18,907 0 0
AVALONBAY CMNTYS INC COM 053484101   3,783,484 17,200 SH   SOLE   17,200 0 0
AVERY DENNISON CORP COM 053611109   9,468,029 50,596 SH   SOLE   50,596 0 0
AVIS BUDGET GROUP COM 053774105   3,482,352 43,200 SH   SOLE   43,200 0 0
AXCELIS TECHNOLOGIES INC COM NEW 054540208   5,888,993 84,285 SH   SOLE   84,285 0 0
BAKER HUGHES COMPANY CL A 05722G100   40,773,880 994,000 SH   SOLE   994,000 0 0
BALCHEM CORP COM 057665200   2,276,714 13,968 SH   SOLE   13,968 0 0
BALL CORP COM 058498106   7,451,867 135,169 SH   SOLE   135,169 0 0
BANK AMERICA CORP COM 060505104   38,085,795 866,571 SH   SOLE   866,571 0 0
BANK OZK LITTLE ROCK ARK COM 06417N103   2,354,078 52,865 SH   SOLE   52,865 0 0
BATH & BODY WORKS INC COM 070830104   3,029,876 78,150 SH   SOLE   78,150 0 0
BAXTER INTL INC COM 071813109   19,186,551 657,975 SH   SOLE   657,975 0 0
BECTON DICKINSON & CO COM 075887109   73,288,765 323,043 SH   SOLE   323,043 0 0
BELLRING BRANDS INC COMMON STOCK 07831C103   76,053,093 1,009,465 SH   SOLE   1,009,465 0 0
BENTLEY SYS INC COM CL B 08265T208   5,105,011 109,315 SH   SOLE   109,315 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   7,855,342 17,330 SH   SOLE   17,330 0 0
BEST BUY INC COM 086516101   34,320,000 400,000 SH   SOLE   400,000 0 0
BILL HOLDINGS INC COM 090043100   84,344,222 995,682 SH   SOLE   995,682 0 0
BIOHAVEN LTD COM G1110E107   40,668,249 1,088,842 SH   SOLE   1,088,842 0 0
BIRKENSTOCK HOLDING PLC COM SHS M2029K104   9,851,984 173,879 SH   SOLE   173,879 0 0
BLACKLINE INC COM 09239B109   1,770,486 29,139 SH   SOLE   29,139 0 0
BLACKSTONE MTG TR INC COM CL A 09257W100   1,805,504 103,705 SH   SOLE   103,705 0 0
BOEING CO COM 097023105   22,804,503 128,839 SH   SOLE   128,839 0 0
BOOKING HOLDINGS INC COM 09857L108   216,921,217 43,660 SH   SOLE   43,660 0 0
BOSTON BEER INC CL A 100557107   2,550,130 8,501 SH   SOLE   8,501 0 0
BOSTON SCIENTIFIC CORP COM 101137107   273,113,764 3,057,700 SH   SOLE   3,057,700 0 0
BRAZE INC COM CL A 10576N102   34,202,810 816,686 SH   SOLE   816,686 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100   598,257 5,397 SH   SOLE   5,397 0 0
BRINKER INTL INC COM 109641100   4,404,992 33,298 SH   SOLE   33,298 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   8,368,900 147,965 SH   SOLE   147,965 0 0
BROADCOM INC COM 11135F101   348,687,360 1,504,000 SH   SOLE   1,504,000 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   3,446,742 15,245 SH   SOLE   15,245 0 0
BROWN FORMAN CORP CL B 115637209   6,196,171 163,143 SH   SOLE   163,143 0 0
BRUKER CORP COM 116794108   8,435,242 143,897 SH   SOLE   143,897 0 0
BRUNSWICK CORP COM 117043109   11,040,035 170,687 SH   SOLE   170,687 0 0
BUCKLE INC COM 118440106   674,960 13,284 SH   SOLE   13,284 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   1,110,137 7,767 SH   SOLE   7,767 0 0
BUMBLE INC COM CL A 12047B105   113,048 13,888 SH   SOLE   13,888 0 0
BURLINGTON STORES INC COM 122017106   175,783,959 616,656 SH   SOLE   616,656 0 0
BXP INC COM 101121101   2,958,264 39,783 SH   SOLE   39,783 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209   7,469,933 72,299 SH   SOLE   72,299 0 0
C3 AI INC CL A 12468P104   1,576,928 45,801 SH   SOLE   45,801 0 0
CABLE ONE INC COM 12685J105   3,707,747 10,239 SH   SOLE   10,239 0 0
CACTUS INC CL A 127203107   3,310,471 56,725 SH   SOLE   56,725 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   230,203,739 766,171 SH   SOLE   766,171 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100   6,730,487 201,391 SH   SOLE   201,391 0 0
CALIX INC COM 13100M509   1,049,448 30,096 SH   SOLE   30,096 0 0
CAMDEN PPTY TR SH BEN INT 133131102   1,770,422 15,257 SH   SOLE   15,257 0 0
CAMECO CORP COM 13321L108   28,950,711 563,353 SH   SOLE   563,353 0 0
CAMPING WORLD HLDGS INC CL A 13462K109   1,939,360 92,000 SH   SOLE   92,000 0 0
CANADIAN NAT RES LTD COM 136385101   15,844,274 513,258 SH   SOLE   513,258 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108   120,827,432 1,669,579 SH   SOLE   1,669,579 0 0
CAPITAL ONE FINL CORP COM 14040H105   120,698,210 676,863 SH   SOLE   676,863 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107   912,530 43,330 SH   SOLE   43,330 0 0
CARDINAL HEALTH INC COM 14149Y108   16,087,085 136,020 SH   SOLE   136,020 0 0
CARLYLE GROUP INC COM 14316J108   9,633,946 190,809 SH   SOLE   190,809 0 0
CARMAX INC COM 143130102   232,445,724 2,843,025 SH   SOLE   2,843,025 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300   117,264,524 4,705,639 SH   SOLE   4,705,639 0 0
CARPENTER TECHNOLOGY CORP COM 144285103   90,399,426 532,670 SH   SOLE   532,670 0 0
CARTERS INC COM 146229109   8,449,034 155,915 SH   SOLE   155,915 0 0
CARVANA CO CL A 146869102   58,451,561 287,429 SH   SOLE   287,429 0 0
CASELLA WASTE SYS INC CL A 147448104   2,111,227 19,953 SH   SOLE   19,953 0 0
CASEYS GEN STORES INC COM 147528103   42,614,933 107,551 SH   SOLE   107,551 0 0
CAVA GROUP INC COM 148929102   27,433,073 243,201 SH   SOLE   243,201 0 0
CAVCO INDS INC DEL COM 149568107   1,923,251 4,310 SH   SOLE   4,310 0 0
CBRE GROUP INC CL A 12504L109   32,783,244 249,701 SH   SOLE   249,701 0 0
CDW CORP COM 12514G108   141,525,499 813,178 SH   SOLE   813,178 0 0
CELANESE CORP DEL COM 150870103   6,322,334 91,350 SH   SOLE   91,350 0 0
CELESTICA INC COM 15101Q207   6,525,702 70,701 SH   SOLE   70,701 0 0
CENCORA INC COM 03073E105   150,788,814 671,127 SH   SOLE   671,127 0 0
CENTENE CORP DEL COM 15135B101   71,093,538 1,173,548 SH   SOLE   1,173,548 0 0
CENTURY CMNTYS INC COM 156504300   8,779,285 119,674 SH   SOLE   119,674 0 0
CHAMPION HOMES INC COM 830830105   2,131,051 24,189 SH   SOLE   24,189 0 0
CHAMPIONX CORPORATION COM 15872M104   1,850,415 68,055 SH   SOLE   68,055 0 0
CHEMED CORP NEW COM 16359R103   6,576,937 12,414 SH   SOLE   12,414 0 0
CHEMOURS CO COM 163851108   1,672,525 98,966 SH   SOLE   98,966 0 0
CHEVRON CORP NEW COM 166764100   32,461,251 224,118 SH   SOLE   224,118 0 0
CHEWY INC CL A 16679L109   2,396,076 71,546 SH   SOLE   71,546 0 0
CHORD ENERGY CORPORATION COM NEW 674215207   4,519,893 38,658 SH   SOLE   38,658 0 0
CHURCHILL DOWNS INC COM 171484108   4,689,925 35,120 SH   SOLE   35,120 0 0
CINCINNATI FINL CORP COM 172062101   2,328,227 16,202 SH   SOLE   16,202 0 0
CISCO SYS INC COM 17275R102   573,835,723 9,693,171 SH   SOLE   9,693,171 0 0
CITIGROUP INC COM NEW 172967424   26,385,692 374,850 SH   SOLE   374,850 0 0
CLEAR SECURE INC COM CL A 18467V109   874,858 32,840 SH   SOLE   32,840 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101   37,462,694 3,985,393 SH   SOLE   3,985,393 0 0
CLOROX CO DEL COM 189054109   227,005,004 1,397,728 SH   SOLE   1,397,728 0 0
CME GROUP INC COM 12572Q105   56,524,782 243,400 SH   SOLE   243,400 0 0
CNH INDL N V SHS N20944109   3,530,859 311,638 SH   SOLE   311,638 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104   301,322,711 3,922,962 SH   SOLE   3,922,962 0 0
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302   1,913,340 24,826 SH   SOLE   24,826 0 0
COGNEX CORP COM 192422103   5,171,227 144,206 SH   SOLE   144,206 0 0
COHEN & STEERS INC COM 19247A100   624,495 6,763 SH   SOLE   6,763 0 0
COHERENT CORP COM 19247G107   103,825,122 1,096,011 SH   SOLE   1,096,011 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   33,141,098 133,472 SH   SOLE   133,472 0 0
COLUMBIA SPORTSWEAR CO COM 198516106   2,528,559 30,127 SH   SOLE   30,127 0 0
COMMERCE BANCSHARES INC COM 200525103   4,593,929 73,727 SH   SOLE   73,727 0 0
COMMERCIAL METALS CO COM 201723103   28,979,941 584,273 SH   SOLE   584,273 0 0
CONAGRA BRANDS INC COM 205887102   9,720,908 350,303 SH   SOLE   350,303 0 0
CONOCOPHILLIPS COM 20825C104   303,217,531 3,057,553 SH   SOLE   3,057,553 0 0
COOPER COS INC COM 216648501   99,569,567 1,083,102 SH   SOLE   1,083,102 0 0
COPART INC COM 217204106   6,741,948 117,476 SH   SOLE   117,476 0 0
CORE & MAIN INC CL A 21874C102   1,117,678 21,954 SH   SOLE   21,954 0 0
CORTEVA INC COM 22052L104   39,513,722 693,710 SH   SOLE   693,710 0 0
COSTAR GROUP INC COM 22160N109   8,183,453 114,310 SH   SOLE   114,310 0 0
COSTCO WHSL CORP NEW COM 22160K105   88,878,190 97,000 SH   SOLE   97,000 0 0
COTERRA ENERGY INC COM 127097103   78,471,318 3,072,487 SH   SOLE   3,072,487 0 0
COTY INC COM CL A 222070203   4,178,520 600,362 SH   SOLE   600,362 0 0
COUPANG INC CL A 22266T109   211,467,932 9,620,925 SH   SOLE   9,620,925 0 0
CRANE NXT CO COM 224441105   2,098,249 36,040 SH   SOLE   36,040 0 0
CREDIT ACCEP CORP MICH COM 225310101   2,482,974 5,289 SH   SOLE   5,289 0 0
CROWN CASTLE INC COM 22822V101   5,008,863 55,188 SH   SOLE   55,188 0 0
CSX CORP COM 126408103   127,014,720 3,936,000 SH   SOLE   3,936,000 0 0
CUBESMART COM 229663109   3,126,036 72,953 SH   SOLE   72,953 0 0
CUMMINS INC COM 231021106   67,222,281 192,835 SH   SOLE   192,835 0 0
CURBLINE PPTYS CORP COM 23128Q101   645,702 27,808 SH   SOLE   27,808 0 0
CVB FINL CORP COM 126600105   1,686,958 78,793 SH   SOLE   78,793 0 0
CVR ENERGY INC COM 12662P108   3,472,466 185,297 SH   SOLE   185,297 0 0
CVS HEALTH CORP COM 126650100   118,323,845 2,635,862 SH   SOLE   2,635,862 0 0
DANA INC COM 235825205   900,686 77,914 SH   SOLE   77,914 0 0
DANAHER CORPORATION COM 235851102   210,933,265 918,899 SH   SOLE   918,899 0 0
DARDEN RESTAURANTS INC COM 237194105   64,670,349 346,405 SH   SOLE   346,405 0 0
DARLING INGREDIENTS INC COM 237266101   2,531,062 75,128 SH   SOLE   75,128 0 0
DAVE & BUSTERS ENTMT INC COM 238337109   218,779 7,495 SH   SOLE   7,495 0 0
DAVITA INC COM 23918K108   45,187,131 302,154 SH   SOLE   302,154 0 0
DAYFORCE INC COM 15677J108   3,385,896 46,612 SH   SOLE   46,612 0 0
DECKERS OUTDOOR CORP COM 243537107   17,743,770 87,369 SH   SOLE   87,369 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   56,369,060 931,720 SH   SOLE   931,720 0 0
DENALI THERAPEUTICS INC COM 24823R105   4,057,087 199,072 SH   SOLE   199,072 0 0
DEXCOM INC COM 252131107   123,659,744 1,590,070 SH   SOLE   1,590,070 0 0
DIAMONDROCK HOSPITALITY CO COM 252784301   1,420,816 157,344 SH   SOLE   157,344 0 0
DICKS SPORTING GOODS INC COM 253393102   101,983,004 445,652 SH   SOLE   445,652 0 0
DIGITALBRIDGE GROUP INC CL A NEW 25401T603   2,764,784 245,105 SH   SOLE   245,105 0 0
DIODES INC COM 254543101   2,503,247 40,591 SH   SOLE   40,591 0 0
DISCOVER FINL SVCS COM 254709108   48,026,458 277,241 SH   SOLE   277,241 0 0
DISNEY WALT CO COM 254687106   103,874,629 932,866 SH   SOLE   932,866 0 0
DLOCAL LTD CLASS A COM G29018101   11,694,704 1,038,606 SH   SOLE   1,038,606 0 0
DOCUSIGN INC COM 256163106   95,575,910 1,062,663 SH   SOLE   1,062,663 0 0
DOLBY LABORATORIES INC COM CL A 25659T107   2,718,973 34,814 SH   SOLE   34,814 0 0
DOLLAR GEN CORP NEW COM 256677105   107,625,732 1,419,490 SH   SOLE   1,419,490 0 0
DOLLAR TREE INC COM 256746108   8,240,178 109,957 SH   SOLE   109,957 0 0
DONALDSON INC COM 257651109   990,180 14,702 SH   SOLE   14,702 0 0
DOORDASH INC CL A 25809K105   113,809,652 678,448 SH   SOLE   678,448 0 0
DOUBLEVERIFY HLDGS INC COM 25862V105   4,096,609 213,254 SH   SOLE   213,254 0 0
DOUGLAS EMMETT INC COM 25960P109   1,788,256 96,350 SH   SOLE   96,350 0 0
DOVER CORP COM 260003108   1,771,507 9,443 SH   SOLE   9,443 0 0
DOXIMITY INC CL A 26622P107   26,409,630 494,655 SH   SOLE   494,655 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   151,972,342 4,085,278 SH   SOLE   4,085,278 0 0
DT MIDSTREAM INC COMMON STOCK 23345M107   6,770,288 68,091 SH   SOLE   68,091 0 0
DTE ENERGY CO COM 233331107   3,823,790 31,667 SH   SOLE   31,667 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204   3,230,476 29,984 SH   SOLE   29,984 0 0
DUN & BRADSTREET HLDGS INC COM 26484T106   2,187,129 175,532 SH   SOLE   175,532 0 0
DUPONT DE NEMOURS INC COM 26614N102   120,943,709 1,586,147 SH   SOLE   1,586,147 0 0
DUTCH BROS INC CL A 26701L100   18,574,996 354,620 SH   SOLE   354,620 0 0
DYNE THERAPEUTICS INC COM 26818M108   55,322,673 2,348,161 SH   SOLE   2,348,161 0 0
E L F BEAUTY INC COM 26856L103   3,847,856 30,648 SH   SOLE   30,648 0 0
EASTERN BANKSHARES INC COM 27627N105   926,222 53,694 SH   SOLE   53,694 0 0
EASTGROUP PPTYS INC COM 277276101   4,932,660 30,735 SH   SOLE   30,735 0 0
ECOLAB INC COM 278865100   1,296,493 5,533 SH   SOLE   5,533 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   178,418,593 2,410,085 SH   SOLE   2,410,085 0 0
ELECTRONIC ARTS INC COM 285512109   85,292,900 583,000 SH   SOLE   583,000 0 0
ELI LILLY & CO COM 532457108   329,114,408 426,314 SH   SOLE   426,314 0 0
ENCOMPASS HEALTH CORP COM 29261A100   43,091,249 466,608 SH   SOLE   466,608 0 0
ENERGIZER HLDGS INC NEW COM 29272W109   932,819 26,736 SH   SOLE   26,736 0 0
ENOVIS CORPORATION COM 194014502   2,330,423 53,109 SH   SOLE   53,109 0 0
ENOVIX CORPORATION COM 293594107   2,602,419 239,413 SH   SOLE   239,413 0 0
ENPHASE ENERGY INC COM 29355A107   16,041,862 233,574 SH   SOLE   233,574 0 0
ENTEGRIS INC COM 29362U104   6,281,196 63,408 SH   SOLE   63,408 0 0
EQT CORP COM 26884L109   84,624,853 1,835,282 SH   SOLE   1,835,282 0 0
EQUIFAX INC COM 294429105   73,305,564 287,642 SH   SOLE   287,642 0 0
EQUINIX INC COM 29444U700   14,468,647 15,345 SH   SOLE   15,345 0 0
EQUITABLE HLDGS INC COM 29452E101   8,935,602 189,434 SH   SOLE   189,434 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108   3,041,689 45,671 SH   SOLE   45,671 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107   5,044,297 70,294 SH   SOLE   70,294 0 0
ERIE INDTY CO CL A 29530P102   354,930 861 SH   SOLE   861 0 0
ESSENTIAL UTILS INC COM 29670G102   4,541,743 125,048 SH   SOLE   125,048 0 0
ESSEX PPTY TR INC COM 297178105   820,925 2,876 SH   SOLE   2,876 0 0
ETSY INC COM 29786A106   30,200,190 571,000 SH   SOLE   571,000 0 0
EURONET WORLDWIDE INC COM 298736109   2,101,844 20,438 SH   SOLE   20,438 0 0
EVEREST GROUP LTD COM G3223R108   4,410,413 12,168 SH   SOLE   12,168 0 0
EVERSOURCE ENERGY COM 30040W108   7,267,307 126,542 SH   SOLE   126,542 0 0
EVERTEC INC COM 30040P103   264,258 7,653 SH   SOLE   7,653 0 0
EVERUS CONSTR GROUP COM 300426103   339,533 5,164 SH   SOLE   5,164 0 0
EVOLENT HEALTH INC CL A 30050B101   6,880,005 611,556 SH   SOLE   611,556 0 0
EXACT SCIENCES CORP COM 30063P105   50,432,323 897,532 SH   SOLE   897,532 0 0
EXELON CORP COM 30161N101   40,928,193 1,087,359 SH   SOLE   1,087,359 0 0
EXPAND ENERGY CORPORATION COM 165167735   27,904,661 280,308 SH   SOLE   280,308 0 0
EXPEDIA GROUP INC COM NEW 30212P303   5,945,045 31,906 SH   SOLE   31,906 0 0
EXTRA SPACE STORAGE INC COM 30225T102   2,247,441 15,023 SH   SOLE   15,023 0 0
FAIR ISAAC CORP COM 303250104   13,548,279 6,805 SH   SOLE   6,805 0 0
FASTENAL CO COM 311900104   28,907,820 402,000 SH   SOLE   402,000 0 0
FEDERAL RLTY INVT TR NEW SH BEN INT NEW 313745101   2,469,169 22,056 SH   SOLE   22,056 0 0
FERRARI N V COM N3167Y103   7,845,095 18,466 SH   SOLE   18,466 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   7,031,836 87,060 SH   SOLE   87,060 0 0
FIRST AMERN FINL CORP COM 31847R102   653,997 10,474 SH   SOLE   10,474 0 0
FIRST CTZNS BANCSHARES INC N CL A 31946M103   22,575,506 10,684 SH   SOLE   10,684 0 0
FIRST FINL BANKSHARES INC COM 32020R109   2,066,134 57,313 SH   SOLE   57,313 0 0
FIRST HORIZON CORPORATION COM 320517105   28,911,030 1,435,503 SH   SOLE   1,435,503 0 0
FIRST INDL RLTY TR INC COM 32054K103   3,709,018 73,988 SH   SOLE   73,988 0 0
FIRST INTST BANCSYSTEM INC COM 32055Y201   2,410,475 74,237 SH   SOLE   74,237 0 0
FIRSTENERGY CORP COM 337932107   1,812,695 45,568 SH   SOLE   45,568 0 0
FISERV INC COM 337738108   164,956,368 803,020 SH   SOLE   803,020 0 0
FIVE BELOW INC COM 33829M101   143,571,110 1,367,865 SH   SOLE   1,367,865 0 0
FLAGSTAR FINANCIAL INC COM NEW 649445400   2,892,169 309,986 SH   SOLE   309,986 0 0
FLOWERS FOODS INC COM 343498101   935,960 45,303 SH   SOLE   45,303 0 0
FLUTTER ENTMT PLC SHS G3643J108   157,602,552 609,799 SH   SOLE   609,799 0 0
FLYWIRE CORPORATION COM VTG 302492103   1,373,106 66,591 SH   SOLE   66,591 0 0
FMC CORP COM NEW 302491303   1,426,460 29,345 SH   SOLE   29,345 0 0
FORD MTR CO COM 345370860   60,805,800 6,142,000 SH   SOLE   6,142,000 0 0
FORTINET INC COM 34959E109   69,884,683 739,677 SH   SOLE   739,677 0 0
FORTUNE BRANDS INNOVATIONS I COM 34964C106   154,481,694 2,260,818 SH   SOLE   2,260,818 0 0
FOX CORP CL A COM 35137L105   20,271,074 417,272 SH   SOLE   417,272 0 0
FOX FACTORY HLDG CORP COM 35138V102   591,627 19,545 SH   SOLE   19,545 0 0
FRANKLIN ELEC INC COM 353514102   1,703,621 17,482 SH   SOLE   17,482 0 0
FRESHPET INC COM 358039105   28,064,771 189,486 SH   SOLE   189,486 0 0
FRESHWORKS INC CLASS A COM 358054104   39,227,660 2,425,953 SH   SOLE   2,425,953 0 0
FTI CONSULTING INC COM 302941109   1,002,286 5,244 SH   SOLE   5,244 0 0
FULLER H B CO COM 359694106   2,561,338 37,957 SH   SOLE   37,957 0 0
GALLAGHER ARTHUR J & CO COM 363576109   94,699,740 333,626 SH   SOLE   333,626 0 0
GAMING & LEISURE PPTYS INC COM 36467J108   5,070,477 105,284 SH   SOLE   105,284 0 0
GARTNER INC COM 366651107   1,091,511 2,253 SH   SOLE   2,253 0 0
GE AEROSPACE COM NEW 369604301   53,838,311 322,791 SH   SOLE   322,791 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   23,366,126 298,876 SH   SOLE   298,876 0 0
GE VERNOVA INC COM 36828A101   376,154,151 1,143,569 SH   SOLE   1,143,569 0 0
GENPACT LIMITED SHS G3922B107   2,220,515 51,700 SH   SOLE   51,700 0 0
GENTEX CORP COM 371901109   5,601,689 194,977 SH   SOLE   194,977 0 0
GENUINE PARTS CO COM 372460105   4,208,030 36,040 SH   SOLE   36,040 0 0
GERON CORP COM 374163103   78,573,518 22,195,909 SH   SOLE   22,195,909 0 0
GLACIER BANCORP INC NEW COM 37637Q105   1,928,498 38,401 SH   SOLE   38,401 0 0
GLAUKOS CORP COM 377322102   46,401,782 309,469 SH   SOLE   309,469 0 0
GLOBAL PMTS INC COM 37940X102   7,224,620 64,471 SH   SOLE   64,471 0 0
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108   6,254,175 145,751 SH   SOLE   145,751 0 0
GLOBANT S A COM L44385109   4,025,307 18,773 SH   SOLE   18,773 0 0
GOODYEAR TIRE & RUBR CO COM 382550101   1,148,670 127,630 SH   SOLE   127,630 0 0
GRACO INC COM 384109104   6,483,671 76,921 SH   SOLE   76,921 0 0
GRAINGER W W INC COM 384802104   118,053,600 112,000 SH   SOLE   112,000 0 0
GRAND CANYON ED INC COM 38526M106   834,070 5,092 SH   SOLE   5,092 0 0
GROCERY OUTLET HLDG CORP COM 39874R101   1,275,228 81,693 SH   SOLE   81,693 0 0
GSK PLC SPONSORED ADR 37733W204   17,319,898 512,120 SH   SOLE   512,120 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101   1,472,388 33,848 SH   SOLE   33,848 0 0
HANCOCK WHITNEY CORPORATION COM 410120109   2,490,909 45,521 SH   SOLE   45,521 0 0
HANESBRANDS INC COM 410345102   18,245,151 2,241,419 SH   SOLE   2,241,419 0 0
HANOVER INS GROUP INC COM 410867105   2,101,365 13,587 SH   SOLE   13,587 0 0
HARLEY DAVIDSON INC COM 412822108   2,015,305 66,887 SH   SOLE   66,887 0 0
HAWAIIAN ELEC INDUSTRIES COM 419870100   1,200,361 123,367 SH   SOLE   123,367 0 0
HCA HEALTHCARE INC COM 40412C101   31,678,731 105,543 SH   SOLE   105,543 0 0
HEALTHEQUITY INC COM 42226A107   1,043,360 10,874 SH   SOLE   10,874 0 0
HENRY JACK & ASSOC INC COM 426281101   9,474,614 54,048 SH   SOLE   54,048 0 0
HERC HLDGS INC COM 42704L104   1,028,819 5,434 SH   SOLE   5,434 0 0
HERSHEY CO COM 427866108   142,640,118 842,280 SH   SOLE   842,280 0 0
HESS CORP COM 42809H107   170,194,409 1,279,561 SH   SOLE   1,279,561 0 0
HEXCEL CORP NEW COM 428291108   6,348,751 101,256 SH   SOLE   101,256 0 0
HF SINCLAIR CORP COM 403949100   7,875,735 224,700 SH   SOLE   224,700 0 0
HILLENBRAND INC COM 431571108   1,816,790 59,025 SH   SOLE   59,025 0 0
HILTON GRAND VACATIONS INC COM 43283X105   2,445,904 62,796 SH   SOLE   62,796 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   338,977,221 1,371,489 SH   SOLE   1,371,489 0 0
HOME BANCSHARES INC COM 436893200   2,576,234 91,033 SH   SOLE   91,033 0 0
HOME DEPOT INC COM 437076102   211,999,550 545,000 SH   SOLE   545,000 0 0
HORMEL FOODS CORP COM 440452100   77,932,930 2,484,314 SH   SOLE   2,484,314 0 0
HOWARD HUGHES HOLDINGS INC COM 44267T102   440,136 5,722 SH   SOLE   5,722 0 0
HOWMET AEROSPACE INC COM 443201108   77,548,470 709,047 SH   SOLE   709,047 0 0
HUMANA INC COM 444859102   33,102,305 130,473 SH   SOLE   130,473 0 0
HUNTINGTON BANCSHARES INC COM 446150104   35,249,541 2,166,536 SH   SOLE   2,166,536 0 0
HUNTINGTON INGALLS INDS INC COM 446413106   8,799,577 46,566 SH   SOLE   46,566 0 0
HUNTSMAN CORP COM 447011107   4,239,899 235,158 SH   SOLE   235,158 0 0
IAC INC COM NEW 44891N208   831,394 19,272 SH   SOLE   19,272 0 0
IBOTTA INC CLASS A COM SHS 451051106   8,556,393 131,475 SH   SOLE   131,475 0 0
ICON PLC SHS G4705A100   10,054,756 47,946 SH   SOLE   47,946 0 0
IDACORP INC COM 451107106   2,151,723 19,690 SH   SOLE   19,690 0 0
IDEX CORP COM 45167R104   9,442,537 45,117 SH   SOLE   45,117 0 0
IDEXX LABS INC COM 45168D104   11,800,404 28,542 SH   SOLE   28,542 0 0
IMPERIAL OIL LTD COM NEW 453038408   226,072 3,670 SH   SOLE   3,670 0 0
INARI MED INC COM 45332Y109   13,146,702 257,526 SH   SOLE   257,526 0 0
INFORMATICA INC COM CL A 45674M101   3,071,953 118,471 SH   SOLE   118,471 0 0
INGERSOLL RAND INC COM 45687V106   22,857,704 252,683 SH   SOLE   252,683 0 0
INSIGHT ENTERPRISES INC COM 45765U103   1,557,808 10,242 SH   SOLE   10,242 0 0
INSMED INC COM PAR $.01 457669307   47,479,636 687,712 SH   SOLE   687,712 0 0
INSPERITY INC COM 45778Q107   3,612,741 46,610 SH   SOLE   46,610 0 0
INSTALLED BLDG PRODS INC COM 45780R101   5,908,554 33,715 SH   SOLE   33,715 0 0
INSULET CORP COM 45784P101   6,110,343 23,405 SH   SOLE   23,405 0 0
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208   478,049 21,078 SH   SOLE   21,078 0 0
INTERPARFUMS INC COM 458334109   1,448,188 11,012 SH   SOLE   11,012 0 0
INTERPUBLIC GROUP COS INC COM 460690100   41,749,800 1,490,000 SH   SOLE   1,490,000 0 0
INTRA-CELLULAR THERAPIES INC COM 46116X101   100,081,849 1,198,298 SH   SOLE   1,198,298 0 0
INTUIT COM 461202103   408,338,964 649,704 SH   SOLE   649,704 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   197,828,582 379,011 SH   SOLE   379,011 0 0
INVESCO LTD SHS G491BT108   707,258 40,461 SH   SOLE   40,461 0 0
INVITATION HOMES INC COM 46187W107   5,000,779 156,421 SH   SOLE   156,421 0 0
IPG PHOTONICS CORP COM 44980X109   2,248,212 30,916 SH   SOLE   30,916 0 0
IQVIA HLDGS INC COM 46266C105   99,002,328 503,803 SH   SOLE   503,803 0 0
IRHYTHM TECHNOLOGIES INC COM 450056106   7,741,365 85,853 SH   SOLE   85,853 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102   3,668,999 126,430 SH   SOLE   126,430 0 0
ISHARES TR CORE S&P500 ETF 464287200   194,264,400 330,000 SH   SOLE   330,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   10,495,600 47,500 SH   SOLE   47,500 0 0
JANUX THERAPEUTICS INC COM 47103J105   54,346,312 1,015,060 SH   SOLE   1,015,060 0 0
JANUX THERAPEUTICS INC COM 47103J105   16,950,764 316,600 SH Call SOLE   316,600 0 0
JOBY AVIATION INC COMMON STOCK G65163100   1,941,460 238,802 SH   SOLE   238,802 0 0
JOHNSON & JOHNSON COM 478160104   4,128,901 28,550 SH   SOLE   28,550 0 0
JONES LANG LASALLE INC COM 48020Q107   8,136,426 32,142 SH   SOLE   32,142 0 0
JPMORGAN CHASE & CO. COM 46625H100   12,360,886 51,566 SH   SOLE   51,566 0 0
KENNAMETAL INC COM 489170100   1,319,851 54,948 SH   SOLE   54,948 0 0
KENVUE INC COM 49177J102   226,177,587 10,593,798 SH   SOLE   10,593,798 0 0
KEROS THERAPEUTICS INC COM 492327101   18,995,842 1,199,990 SH   SOLE   1,199,990 0 0
KEYCORP COM 493267108   7,800,157 455,085 SH   SOLE   455,085 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   9,463,195 58,913 SH   SOLE   58,913 0 0
KILROY RLTY CORP COM 49427F108   1,891,442 46,760 SH   SOLE   46,760 0 0
KIMBERLY-CLARK CORP COM 494368103   50,581,440 386,000 SH   SOLE   386,000 0 0
KINDER MORGAN INC DEL COM 49456B101   22,901,276 835,813 SH   SOLE   835,813 0 0
KINSALE CAP GROUP INC COM 49714P108   358,150 770 SH   SOLE   770 0 0
KKR & CO INC COM 48251W104   93,369,962 631,262 SH   SOLE   631,262 0 0
KLA CORP COM NEW 482480100   3,565,849 5,659 SH   SOLE   5,659 0 0
KLAVIYO INC COM SER A 49845K101   829,914 20,124 SH   SOLE   20,124 0 0
KRISPY KREME INC COM 50101L106   1,717,235 172,934 SH   SOLE   172,934 0 0
KURA ONCOLOGY INC COM 50127T109   1,976,255 226,895 SH   SOLE   226,895 0 0
LAM RESEARCH CORP COM NEW 512807306   26,883,428 372,192 SH   SOLE   372,192 0 0
LAMAR ADVERTISING CO NEW CL A 512816109   3,295,989 27,074 SH   SOLE   27,074 0 0
LAMB WESTON HLDGS INC COM 513272104   1,400,289 20,953 SH   SOLE   20,953 0 0
LANCASTER COLONY CORP COM 513847103   2,845,902 16,437 SH   SOLE   16,437 0 0
LANDSTAR SYS INC COM 515098101   5,689,253 33,104 SH   SOLE   33,104 0 0
LAS VEGAS SANDS CORP COM 517834107   2,498,304 48,643 SH   SOLE   48,643 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104   3,628,489 64,051 SH   SOLE   64,051 0 0
LAUDER ESTEE COS INC CL A 518439104   41,108,235 548,256 SH   SOLE   548,256 0 0
LCI INDS COM 50189K103   2,511,343 24,290 SH   SOLE   24,290 0 0
LEGGETT & PLATT INC COM 524660107   894,394 93,166 SH   SOLE   93,166 0 0
LGI HOMES INC COM 50187T106   7,734,799 86,519 SH   SOLE   86,519 0 0
LIBERTY ENERGY INC COM CL A 53115L104   888,645 44,678 SH   SOLE   44,678 0 0
LIBERTY MEDIA CORP DEL COM LBTY LIV S C 531229722   6,806,000 100,000 SH   SOLE   100,000 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   19,978,145 215,607 SH   SOLE   215,607 0 0
LINCOLN ELEC HLDGS INC COM 533900106   6,449,718 34,404 SH   SOLE   34,404 0 0
LINCOLN NATL CORP IND COM 534187109   1,134,172 35,767 SH   SOLE   35,767 0 0
LINDE PLC SHS G54950103   68,567,679 163,775 SH   SOLE   163,775 0 0
LINEAGE INC COM 53566V106   4,046,074 69,081 SH   SOLE   69,081 0 0
LITHIA MTRS INC COM 536797103   72,921,439 204,016 SH   SOLE   204,016 0 0
LITTELFUSE INC COM 537008104   3,228,641 13,701 SH   SOLE   13,701 0 0
LIVANOVA PLC SHS G5509L101   595,176 12,852 SH   SOLE   12,852 0 0
LKQ CORP COM 501889208   5,250,068 142,859 SH   SOLE   142,859 0 0
LOCKHEED MARTIN CORP COM 539830109   111,280,260 229,000 SH   SOLE   229,000 0 0
LOEWS CORP COM 540424108   5,109,686 60,334 SH   SOLE   60,334 0 0
LPL FINL HLDGS INC COM 50212V100   76,130,704 233,165 SH   SOLE   233,165 0 0
LULULEMON ATHLETICA INC COM 550021109   34,833,344 91,089 SH   SOLE   91,089 0 0
LXP INDUSTRIAL TRUST COM 529043101   1,905,707 234,693 SH   SOLE   234,693 0 0
LYFT INC CL A COM 55087P104   589,117 45,668 SH   SOLE   45,668 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100   22,281,000 300,000 SH   SOLE   300,000 0 0
M/I HOMES INC COM 55305B101   6,091,237 45,816 SH   SOLE   45,816 0 0
MADISON SQUARE GRDN SPRT COR CL A 55825T103   2,337,819 10,359 SH   SOLE   10,359 0 0
MAGNOLIA OIL & GAS CORP CL A 559663109   2,986,772 127,749 SH   SOLE   127,749 0 0
MANHATTAN ASSOCIATES INC COM 562750109   898,818 3,326 SH   SOLE   3,326 0 0
MANPOWERGROUP INC WIS COM 56418H100   4,399,014 76,213 SH   SOLE   76,213 0 0
MARATHON PETE CORP COM 56585A102   4,288,370 30,741 SH   SOLE   30,741 0 0
MARKEL GROUP INC COM 570535104   5,663,761 3,281 SH   SOLE   3,281 0 0
MARQETA INC CLASS A COM 57142B104   607,325 160,244 SH   SOLE   160,244 0 0
MARRIOTT VACATIONS WORLDWIDE COM 57164Y107   2,804,993 31,236 SH   SOLE   31,236 0 0
MARVELL TECHNOLOGY INC COM 573874104   95,604,636 865,592 SH   SOLE   865,592 0 0
MASCO CORP COM 574599106   217,277,483 2,994,040 SH   SOLE   2,994,040 0 0
MASIMO CORP COM 574795100   138,134,598 835,660 SH   SOLE   835,660 0 0
MASTERCARD INCORPORATED CL A 57636Q104   256,356,919 486,843 SH   SOLE   486,843 0 0
MATADOR RES CO COM 576485205   50,820,108 903,308 SH   SOLE   903,308 0 0
MATCH GROUP INC NEW COM 57667L107   3,567,909 109,077 SH   SOLE   109,077 0 0
MAXIMUS INC COM 577933104   1,910,219 25,589 SH   SOLE   25,589 0 0
MAXLINEAR INC COM 57776J100   317,647 16,059 SH   SOLE   16,059 0 0
MCCORMICK & CO INC COM NON VTG 579780206   26,464,962 347,127 SH   SOLE   347,127 0 0
MCDONALDS CORP COM 580135101   174,328,250 601,360 SH   SOLE   601,360 0 0
MERCADOLIBRE INC COM 58733R102   70,629,476 41,536 SH   SOLE   41,536 0 0
MERCURY SYS INC COM 589378108   1,094,436 26,058 SH   SOLE   26,058 0 0
MERUS N V COM N5749R100   79,054,757 1,880,018 SH   SOLE   1,880,018 0 0
META PLATFORMS INC CL A 30303M102   94,852,034 161,999 SH   SOLE   161,999 0 0
METLIFE INC COM 59156R108   21,933,769 267,877 SH   SOLE   267,877 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   43,166,255 752,681 SH   SOLE   752,681 0 0
MICROSOFT CORP COM 594918104   640,419,513 1,519,382 SH   SOLE   1,519,382 0 0
MID-AMER APT CMNTYS INC COM 59522J103   4,735,716 30,638 SH   SOLE   30,638 0 0
MIDDLEBY CORP COM 596278101   7,622,720 56,277 SH   SOLE   56,277 0 0
MOHAWK INDS INC COM 608190104   23,265,851 195,298 SH   SOLE   195,298 0 0
MOLINA HEALTHCARE INC COM 60855R100   38,732,061 133,077 SH   SOLE   133,077 0 0
MONDELEZ INTL INC CL A 609207105   331,418,117 5,548,604 SH   SOLE   5,548,604 0 0
MOONLAKE IMMUNOTHERAPEUTICS CLASS A ORD 61559X104   85,836,793 1,585,167 SH   SOLE   1,585,167 0 0
MORNINGSTAR INC COM 617700109   4,454,998 13,229 SH   SOLE   13,229 0 0
MOSAIC CO NEW COM 61945C103   3,806,410 154,858 SH   SOLE   154,858 0 0
MP MATERIALS CORP COM CL A 553368101   2,364,944 151,599 SH   SOLE   151,599 0 0
MSA SAFETY INC COM 553498106   1,416,007 8,542 SH   SOLE   8,542 0 0
MSC INDL DIRECT INC CL A 553530106   5,873,622 78,640 SH   SOLE   78,640 0 0
MSCI INC COM 55354G100   3,987,666 6,646 SH   SOLE   6,646 0 0
MURPHY OIL CORP COM 626717102   459,226 15,176 SH   SOLE   15,176 0 0
MURPHY USA INC COM 626755102   265,638,994 529,425 SH   SOLE   529,425 0 0
MYR GROUP INC DEL COM 55405W104   1,756,230 11,805 SH   SOLE   11,805 0 0
NASDAQ INC COM 631103108   43,118,106 557,730 SH   SOLE   557,730 0 0
NATIONAL FUEL GAS CO COM 636180101   2,022,343 33,328 SH   SOLE   33,328 0 0
NCINO INC COM 63947X101   728,921 21,707 SH   SOLE   21,707 0 0
NCR VOYIX CORPORATION COM 62886E108   1,374,492 99,313 SH   SOLE   99,313 0 0
NEOGEN CORP COM 640491106   1,062,626 87,531 SH   SOLE   87,531 0 0
NETFLIX INC COM 64110L106   57,935,800 65,000 SH   SOLE   65,000 0 0
NEW FORTRESS ENERGY INC COM CL A 644393100   4,400,797 291,058 SH   SOLE   291,058 0 0
NEW JERSEY RES CORP COM 646025106   1,583,628 33,947 SH   SOLE   33,947 0 0
NEWELL BRANDS INC COM 651229106   826,142 82,946 SH   SOLE   82,946 0 0
NEXSTAR MEDIA GROUP INC COMMON STOCK 65336K103   5,583,924 35,348 SH   SOLE   35,348 0 0
NEXTRACKER INC CLASS A COM 65290E101   37,793,901 1,034,599 SH   SOLE   1,034,599 0 0
NORDSON CORP COM 655663102   6,375,543 30,470 SH   SOLE   30,470 0 0
NORFOLK SOUTHN CORP COM 655844108   102,812,447 438,059 SH   SOLE   438,059 0 0
NORFOLK SOUTHN CORP COM 655844108   55,717,780 237,400 SH Call SOLE   237,400 0 0
NOVANTA INC COM 67000B104   1,199,550 7,852 SH   SOLE   7,852 0 0
NOVOCURE LTD ORD SHS G6674U108   1,190,272 39,942 SH   SOLE   39,942 0 0
NRG ENERGY INC COM NEW 629377508   106,868,748 1,184,535 SH   SOLE   1,184,535 0 0
NUTANIX INC CL A 67059N108   17,624,857 288,082 SH   SOLE   288,082 0 0
NVIDIA CORPORATION COM 67066G104   1,164,881,819 8,674,375 SH   SOLE   8,674,375 0 0
ODDITY TECH LTD SHS CL A M7518J104   244,304 5,814 SH   SOLE   5,814 0 0
O-I GLASS INC COM 67098H104   661,977 61,068 SH   SOLE   61,068 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100   15,876,000 90,000 SH   SOLE   90,000 0 0
OLD NATL BANCORP IND COM 680033107   1,929,206 88,883 SH   SOLE   88,883 0 0
OLIN CORP COM PAR $1 680665205   6,414,327 189,773 SH   SOLE   189,773 0 0
OLLIES BARGAIN OUTLET HLDGS COM 681116109   8,886,813 80,988 SH   SOLE   80,988 0 0
ONE GAS INC COM 68235P108   1,674,396 24,179 SH   SOLE   24,179 0 0
ONESTREAM INC CL A 68278B107   18,792,427 658,921 SH   SOLE   658,921 0 0
ORACLE CORP COM 68389X105   1,239,468 7,438 SH   SOLE   7,438 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   106,367,446 89,701 SH   SOLE   89,701 0 0
ORMAT TECHNOLOGIES INC COM 686688102   3,813,110 56,307 SH   SOLE   56,307 0 0
OSCAR HEALTH INC CL A 687793109   15,132,230 1,125,910 SH   SOLE   1,125,910 0 0
OTIS WORLDWIDE CORP COM 68902V107   1,362,200 14,709 SH   SOLE   14,709 0 0
OTTER TAIL CORP COM 689648103   2,206,044 29,876 SH   SOLE   29,876 0 0
OVINTIV INC COM 69047Q102   108,451,670 2,677,819 SH   SOLE   2,677,819 0 0
PACS GROUP INC COM SHS 69380Q107   633,147 48,295 SH   SOLE   48,295 0 0
PAGERDUTY INC COM 69553P100   1,945,986 106,571 SH   SOLE   106,571 0 0
PAPA JOHNS INTL INC COM 698813102   2,046,148 49,821 SH   SOLE   49,821 0 0
PARKER-HANNIFIN CORP COM 701094104   296,338,462 465,919 SH   SOLE   465,919 0 0
PARKER-HANNIFIN CORP COM 701094104   100,747,152 158,400 SH Call SOLE   158,400 0 0
PATTERSON COS INC COM 703395103   762,705 24,715 SH   SOLE   24,715 0 0
PATTERSON-UTI ENERGY INC COM 703481101   57,700,503 6,985,533 SH   SOLE   6,985,533 0 0
PAYCHEX INC COM 704326107   32,811,480 234,000 SH   SOLE   234,000 0 0
PAYCOM SOFTWARE INC COM 70432V102   1,821,363 8,886 SH   SOLE   8,886 0 0
PAYCOR HCM INC COM 70435P102   22,443,925 1,208,612 SH   SOLE   1,208,612 0 0
PAYLOCITY HLDG CORP COM 70438V106   35,389,967 177,420 SH   SOLE   177,420 0 0
PBF ENERGY INC CL A 69318G106   2,743,066 103,317 SH   SOLE   103,317 0 0
PEBBLEBROOK HOTEL TR COM 70509V100   1,188,633 87,722 SH   SOLE   87,722 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100   4,997,506 574,426 SH   SOLE   574,426 0 0
PENN ENTERTAINMENT INC COM 707569109   26,966,398 1,360,565 SH   SOLE   1,360,565 0 0
PENSKE AUTOMOTIVE GRP INC COM 70959W103   2,788,585 18,293 SH   SOLE   18,293 0 0
PENTAIR PLC SHS G7S00T104   8,368,216 83,150 SH   SOLE   83,150 0 0
PENUMBRA INC COM 70975L107   2,399,498 10,104 SH   SOLE   10,104 0 0
PEPSICO INC COM 713448108   172,777,871 1,136,248 SH   SOLE   1,136,248 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103   218,749,282 2,587,218 SH   SOLE   2,587,218 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   35,967,846 2,501,241 SH   SOLE   2,501,241 0 0
PETCO HEALTH & WELLNESS CO I COM 71601V105   26,665,996 6,998,949 SH   SOLE   6,998,949 0 0
PG&E CORP COM 69331C108   31,189,461 1,545,563 SH   SOLE   1,545,563 0 0
PHILIP MORRIS INTL INC COM 718172109   84,217,079 699,768 SH   SOLE   699,768 0 0
PHILLIPS 66 COM 718546104   60,872,001 534,293 SH   SOLE   534,293 0 0
PHILLIPS EDISON & CO INC COMMON STOCK 71844V201   1,890,569 50,469 SH   SOLE   50,469 0 0
PHINIA INC COMMON STOCK 71880K101   7,195,827 149,384 SH   SOLE   149,384 0 0
PINNACLE FINL PARTNERS INC COM 72346Q104   30,874,433 269,905 SH   SOLE   269,905 0 0
PNC FINL SVCS GROUP INC COM 693475105   40,700,028 211,045 SH   SOLE   211,045 0 0
POLARIS INC COM 731068102   5,698,848 98,904 SH   SOLE   98,904 0 0
POST HLDGS INC COM 737446104   133,996,605 1,170,685 SH   SOLE   1,170,685 0 0
POTLATCHDELTIC CORPORATION COM 737630103   2,089,709 53,241 SH   SOLE   53,241 0 0
POWER INTEGRATIONS INC COM 739276103   2,033,138 32,952 SH   SOLE   32,952 0 0
PRIMO BRANDS CORPORATION CLASS A COM SHS 741623102   3,819,234 124,122 SH   SOLE   124,122 0 0
PRINCIPAL FINANCIAL GROUP IN COM 74251V102   9,645,750 124,606 SH   SOLE   124,606 0 0
PROCORE TECHNOLOGIES INC COM 74275K108   31,164,661 415,917 SH   SOLE   415,917 0 0
PROSPERITY BANCSHARES INC COM 743606105   1,034,254 13,726 SH   SOLE   13,726 0 0
PTC INC COM 69370C100   4,967,800 27,018 SH   SOLE   27,018 0 0
PUBLIC STORAGE OPER CO COM 74460D109   4,661,981 15,569 SH   SOLE   15,569 0 0
PVH CORPORATION COM 693656100   1,062,576 10,048 SH   SOLE   10,048 0 0
QORVO INC COM 74736K101   6,091,393 87,107 SH   SOLE   87,107 0 0
QUAKER HOUGHTON COM 747316107   2,184,314 15,518 SH   SOLE   15,518 0 0
QUANTUMSCAPE CORP COM CL A 74767V109   563,764 108,625 SH   SOLE   108,625 0 0
QUIDELORTHO CORP COM 219798105   474,413 10,649 SH   SOLE   10,649 0 0
QXO INC COM NEW 82846H405   1,221,518 76,825 SH   SOLE   76,825 0 0
RAMBUS INC DEL COM 750917106   503,862 9,532 SH   SOLE   9,532 0 0
RAPID7 INC COM 753422104   1,413,119 35,126 SH   SOLE   35,126 0 0
RAYONIER INC COM 754907103   2,301,028 88,162 SH   SOLE   88,162 0 0
RBC BEARINGS INC COM 75524B104   1,642,279 5,490 SH   SOLE   5,490 0 0
RED ROCK RESORTS INC CL A 75700L108   1,599,072 34,582 SH   SOLE   34,582 0 0
REDDIT INC CL A 75734B100   120,630,488 738,072 SH   SOLE   738,072 0 0
REGAL REXNORD CORPORATION COM 758750103   370,140 2,386 SH   SOLE   2,386 0 0
RELIANCE INC COM 759509102   3,268,009 12,137 SH   SOLE   12,137 0 0
REMITLY GLOBAL INC COM 75960P104   261,970 11,607 SH   SOLE   11,607 0 0
REPLIGEN CORP COM 759916109   44,780,310 311,104 SH   SOLE   311,104 0 0
REPUBLIC SVCS INC COM 760759100   60,611,510 301,280 SH   SOLE   301,280 0 0
RESTAURANT BRANDS INTL INC COM 76131D103   486,569 7,465 SH   SOLE   7,465 0 0
REVOLUTION MEDICINES INC COM 76155X100   131,076,095 2,996,710 SH   SOLE   2,996,710 0 0
REVOLUTION MEDICINES INC COM 76155X100   13,848,084 316,600 SH Call SOLE   316,600 0 0
REVVITY INC COM 714046109   72,324,619 648,012 SH   SOLE   648,012 0 0
REXFORD INDL RLTY INC COM 76169C100   5,046,986 130,548 SH   SOLE   130,548 0 0
REYNOLDS CONSUMER PRODS INC COM 76171L106   1,164,268 43,137 SH   SOLE   43,137 0 0
RH COM 74967X103   29,439,351 74,797 SH   SOLE   74,797 0 0
RINGCENTRAL INC CL A 76680R206   2,556,815 73,031 SH   SOLE   73,031 0 0
RLI CORP COM 749607107   3,366,323 20,423 SH   SOLE   20,423 0 0
ROBERT HALF INC. COM 770323103   2,434,957 34,558 SH   SOLE   34,558 0 0
ROBINHOOD MKTS INC COM CL A 770700102   2,611,926 70,100 SH   SOLE   70,100 0 0
ROCKET COS INC COM CL A 77311W101   619,964 55,059 SH   SOLE   55,059 0 0
ROLLINS INC COM 775711104   1,446,305 31,204 SH   SOLE   31,204 0 0
ROPER TECHNOLOGIES INC COM 776696106   9,467,508 18,212 SH   SOLE   18,212 0 0
ROYAL CARIBBEAN GROUP COM V7780T103   6,034,620 26,159 SH   SOLE   26,159 0 0
RUMBLE INC COM CL A 78137L105   1,474,905 113,367 SH   SOLE   113,367 0 0
RYMAN HOSPITALITY PPTYS INC COM 78377T107   3,458,141 33,143 SH   SOLE   33,143 0 0
S&P GLOBAL INC COM 78409V104   107,334,430 215,518 SH   SOLE   215,518 0 0
SAIA INC COM 78709Y105   3,351,894 7,355 SH   SOLE   7,355 0 0
SALESFORCE INC COM 79466L302   208,912,453 624,869 SH   SOLE   624,869 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104   3,075,953 15,093 SH   SOLE   15,093 0 0
SCHWAB CHARLES CORP COM 808513105   59,391,989 802,486 SH   SOLE   802,486 0 0
SCIENCE APPLICATIONS INTL CO COM 808625107   2,454,353 21,957 SH   SOLE   21,957 0 0
SCOTTS MIRACLE-GRO CO CL A 810186106   528,862 7,972 SH   SOLE   7,972 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   50,924,367 590,017 SH   SOLE   590,017 0 0
SEALED AIR CORP NEW COM 81211K100   3,669,506 108,469 SH   SOLE   108,469 0 0
SEI INVTS CO COM 784117103   6,196,475 75,127 SH   SOLE   75,127 0 0
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100   2,103,500 25,000 SH   SOLE   25,000 0 0
SELECTIVE INS GROUP INC COM 816300107   3,970,579 42,457 SH   SOLE   42,457 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102   5,949,828 217,147 SH   SOLE   217,147 0 0
SERVICENOW INC COM 81762P102   187,641,240 177,000 SH   SOLE   177,000 0 0
SERVISFIRST BANCSHARES INC COM 81768T108   1,772,507 20,917 SH   SOLE   20,917 0 0
SHAKE SHACK INC CL A 819047101   48,746,520 375,551 SH   SOLE   375,551 0 0
SHARKNINJA INC COM SHS G8068L108   10,364,848 106,459 SH   SOLE   106,459 0 0
SHELL PLC SPON ADS 780259305   96,379,632 1,538,382 SH   SOLE   1,538,382 0 0
SHERWIN WILLIAMS CO COM 824348106   64,962,323 191,105 SH   SOLE   191,105 0 0
SHIFT4 PMTS INC CL A 82452J109   1,430,504 13,784 SH   SOLE   13,784 0 0
SI-BONE INC COM 825704109   8,206,060 585,311 SH   SOLE   585,311 0 0
SILICON LABORATORIES INC COM 826919102   3,639,149 29,296 SH   SOLE   29,296 0 0
SIMPLY GOOD FOODS CO COM 82900L102   3,394,807 87,091 SH   SOLE   87,091 0 0
SIMPSON MFG INC COM 829073105   2,077,187 12,526 SH   SOLE   12,526 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103   5,279,233 40,064 SH   SOLE   40,064 0 0
SLM CORP COM 78442P106   4,230,358 153,385 SH   SOLE   153,385 0 0
SMUCKER J M CO COM NEW 832696405   5,913,224 53,698 SH   SOLE   53,698 0 0
SNAP INC CL A 83304A106   17,711,060 1,644,481 SH   SOLE   1,644,481 0 0
SNAP ON INC COM 833034101   1,453,314 4,281 SH   SOLE   4,281 0 0
SNOWFLAKE INC CL A 833445109   3,525,489 22,832 SH   SOLE   22,832 0 0
SOLENO THERAPEUTICS INC COM 834203309   42,948,242 955,467 SH   SOLE   955,467 0 0
SONOCO PRODS CO COM 835495102   4,003,990 81,965 SH   SOLE   81,965 0 0
SONOS INC COM 83570H108   2,064,586 137,273 SH   SOLE   137,273 0 0
SOUTHSTATE CORPORATION COM 840441109   31,068,599 312,310 SH   SOLE   312,310 0 0
SOUTHWEST GAS HLDGS INC COM 844895102   231,858 3,279 SH   SOLE   3,279 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   51,065,150 87,130 SH   SOLE   87,130 0 0
SPDR SER TR S&P REGL BKG 78464A698   23,272,589 385,627 SH   SOLE   385,627 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109   785,101 23,037 SH   SOLE   23,037 0 0
SPRINKLR INC CL A 85208T107   1,266,968 149,937 SH   SOLE   149,937 0 0
SPROUT SOCIAL INC COM CL A 85209W109   477,663 15,554 SH   SOLE   15,554 0 0
SPS COMM INC COM 78463M107   4,262,496 23,167 SH   SOLE   23,167 0 0
STAAR SURGICAL CO COM PAR $0.01 852312305   283,561 11,674 SH   SOLE   11,674 0 0
STAG INDL INC COM 85254J102   1,632,491 48,270 SH   SOLE   48,270 0 0
STANDARDAERO INC COM 85423L103   225,514 9,108 SH   SOLE   9,108 0 0
STARBUCKS CORP COM 855244109   96,246,941 1,054,761 SH   SOLE   1,054,761 0 0
STARWOOD PPTY TR INC COM 85571B105   1,936,842 102,208 SH   SOLE   102,208 0 0
STEEL DYNAMICS INC COM 858119100   351,159,134 3,078,453 SH   SOLE   3,078,453 0 0
STEEL DYNAMICS INC COM 858119100   90,286,405 791,500 SH Call SOLE   791,500 0 0
STERIS PLC SHS USD G8473T100   3,136,434 15,258 SH   SOLE   15,258 0 0
SUN CMNTYS INC COM 866674104   3,121,716 25,386 SH   SOLE   25,386 0 0
SUNCOR ENERGY INC NEW COM 867224107   14,485,438 405,982 SH   SOLE   405,982 0 0
SUNRUN INC COM 86771W105   2,291,503 247,730 SH   SOLE   247,730 0 0
SUNSTONE HOTEL INVS INC NEW COM 867892101   2,170,627 183,330 SH   SOLE   183,330 0 0
SURGERY PARTNERS INC COM 86881A100   1,852,608 87,511 SH   SOLE   87,511 0 0
SYNAPTICS INC COM 87157D109   3,121,259 40,897 SH   SOLE   40,897 0 0
SYNCHRONY FINANCIAL COM 87165B103   60,913,255 937,127 SH   SOLE   937,127 0 0
SYNOPSYS INC COM 871607107   154,876,435 319,096 SH   SOLE   319,096 0 0
SYNOVUS FINL CORP COM NEW 87161C501   6,466,046 126,216 SH   SOLE   126,216 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   153,756,037 778,551 SH   SOLE   778,551 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   43,075,456 234,004 SH   SOLE   234,004 0 0
TALEN ENERGY CORP COM 87422Q109   38,514,415 191,167 SH   SOLE   191,167 0 0
TAPESTRY INC COM 876030107   174,893,702 2,677,081 SH   SOLE   2,677,081 0 0
TECHNIPFMC PLC COM G87110105   57,774,485 1,996,354 SH   SOLE   1,996,354 0 0
TECK RESOURCES LTD CL B 878742204   88,709,956 2,188,748 SH   SOLE   2,188,748 0 0
TEGNA INC COM 87901J105   2,860,611 156,403 SH   SOLE   156,403 0 0
TELEFLEX INCORPORATED COM 879369106   7,214,597 40,536 SH   SOLE   40,536 0 0
TEMPUR SEALY INTL INC COM 88023U101   2,630,473 46,401 SH   SOLE   46,401 0 0
TENABLE HLDGS INC COM 88025T102   1,426,344 36,220 SH   SOLE   36,220 0 0
TENARIS S A SPONSORED ADS 88031M109   11,123,638 294,354 SH   SOLE   294,354 0 0
TERADATA CORP DEL COM 88076W103   1,782,901 57,236 SH   SOLE   57,236 0 0
TERADYNE INC COM 880770102   3,934,244 31,244 SH   SOLE   31,244 0 0
TEREX CORP NEW COM 880779103   3,474,404 75,171 SH   SOLE   75,171 0 0
TERRENO RLTY CORP COM 88146M101   1,125,552 19,032 SH   SOLE   19,032 0 0
TESLA INC COM 88160R101   726,912,000 1,800,000 SH   SOLE   1,800,000 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209   69,853,863 3,169,413 SH   SOLE   3,169,413 0 0
TEXAS INSTRS INC COM 882508104   255,993,527 1,365,226 SH   SOLE   1,365,226 0 0
TEXAS ROADHOUSE INC COM 882681109   30,793,447 170,667 SH   SOLE   170,667 0 0
THE TRADE DESK INC COM CL A 88339J105   32,908,400 280,000 SH   SOLE   280,000 0 0
THOR INDS INC COM 885160101   1,199,916 12,537 SH   SOLE   12,537 0 0
TIMKEN CO COM 887389104   2,413,519 33,817 SH   SOLE   33,817 0 0
TOLL BROTHERS INC COM 889478103   72,145,294 572,809 SH   SOLE   572,809 0 0
TOPBUILD CORP COM 89055F103   6,968,723 22,383 SH   SOLE   22,383 0 0
TOPGOLF CALLAWAY BRANDS CORP COM 131193104   646,768 82,286 SH   SOLE   82,286 0 0
TORO CO COM 891092108   6,241,712 77,924 SH   SOLE   77,924 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   46,538,100 126,000 SH   SOLE   126,000 0 0
TRANSDIGM GROUP INC COM 893641100   70,013,418 55,247 SH   SOLE   55,247 0 0
TRANSUNION COM 89400J107   5,265,186 56,792 SH   SOLE   56,792 0 0
TRAVEL PLUS LEISURE CO COM 894164102   2,401,925 47,610 SH   SOLE   47,610 0 0
TREX CO INC COM 89531P105   6,539,626 94,736 SH   SOLE   94,736 0 0
TRIMBLE INC COM 896239100   4,378,306 61,963 SH   SOLE   61,963 0 0
TRIPADVISOR INC COM 896945201   2,457,654 166,395 SH   SOLE   166,395 0 0
TXNM ENERGY INC COM 69349H107   2,029,787 41,281 SH   SOLE   41,281 0 0
TYLER TECHNOLOGIES INC COM 902252105   240,871,754 417,716 SH   SOLE   417,716 0 0
U HAUL HOLDING COMPANY COM SER N 023586506   676,112 10,556 SH   SOLE   10,556 0 0
UDR INC COM 902653104   5,073,631 116,877 SH   SOLE   116,877 0 0
UFP INDUSTRIES INC COM 90278Q108   3,934,752 34,929 SH   SOLE   34,929 0 0
ULTA BEAUTY INC COM 90384S303   203,304,549 467,442 SH   SOLE   467,442 0 0
ULTRA CLEAN HLDGS INC COM 90385V107   273,759 7,615 SH   SOLE   7,615 0 0
UMB FINL CORP COM 902788108   21,460,329 190,150 SH   SOLE   190,150 0 0
UNITED AIRLS HLDGS INC COM 910047109   13,221,816 136,167 SH   SOLE   136,167 0 0
UNITED BANKSHARES INC WEST V COM 909907107   2,320,740 61,804 SH   SOLE   61,804 0 0
UNITED CMNTY BKS BLAIRSVLE G COM 90984P303   965,390 29,879 SH   SOLE   29,879 0 0
UNITED PARCEL SERVICE INC CL B 911312106   26,481,000 210,000 SH   SOLE   210,000 0 0
UNITED PARKS & RESORTS INC COM 81282V100   4,161,993 74,070 SH   SOLE   74,070 0 0
UNITED RENTALS INC COM 911363109   55,791,648 79,200 SH Call SOLE   79,200 0 0
UNITED RENTALS INC COM 911363109   282,862,951 401,543 SH   SOLE   401,543 0 0
UNITED STATES STL CORP NEW COM 912909108   93,071,860 2,738,213 SH   SOLE   2,738,213 0 0
UNITEDHEALTH GROUP INC COM 91324P102   256,270,699 506,604 SH   SOLE   506,604 0 0
UNITY SOFTWARE INC COM 91332U101   3,934,991 175,122 SH   SOLE   175,122 0 0
URBAN OUTFITTERS INC COM 917047102   483,657 8,813 SH   SOLE   8,813 0 0
UWM HOLDINGS CORPORATION COM CL A 91823B109   211,813 36,084 SH   SOLE   36,084 0 0
VAIL RESORTS INC COM 91879Q109   7,569,231 40,380 SH   SOLE   40,380 0 0
VALARIS LTD CL A G9460G101   2,642,765 59,737 SH   SOLE   59,737 0 0
VALE S A SPONSORED ADS 91912E105   11,047,035 1,245,438 SH   SOLE   1,245,438 0 0
VALERO ENERGY CORP COM 91913Y100   4,302,296 35,095 SH   SOLE   35,095 0 0
VALVOLINE INC COM 92047W101   4,914,872 135,845 SH   SOLE   135,845 0 0
VERA THERAPEUTICS INC CL A 92337R101   79,334,475 1,875,963 SH   SOLE   1,875,963 0 0
VERINT SYS INC COM 92343X100   682,983 24,881 SH   SOLE   24,881 0 0
VERISIGN INC COM 92343E102   8,264,534 39,933 SH   SOLE   39,933 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   621,366 1,543 SH   SOLE   1,543 0 0
VESTIS CORPORATION COM SHS 29430C102   1,679,524 110,205 SH   SOLE   110,205 0 0
VIATRIS INC COM 92556V106   36,828,345 2,958,100 SH   SOLE   2,958,100 0 0
VIAVI SOLUTIONS INC COM 925550105   576,660 57,095 SH   SOLE   57,095 0 0
VIKING HOLDINGS LTD ORD SHS G93A5A101   97,132,914 2,204,560 SH   SOLE   2,204,560 0 0
VISA INC COM CL A 92826C839   557,379,521 1,763,636 SH   SOLE   1,763,636 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108   3,403,060 200,889 SH   SOLE   200,889 0 0
VISTEON CORP COM NEW 92839U206   3,619,687 40,799 SH   SOLE   40,799 0 0
VISTRA CORP COM 92840M102   37,639,337 273,006 SH   SOLE   273,006 0 0
VONTIER CORPORATION COM 928881101   1,866,972 51,192 SH   SOLE   51,192 0 0
VOYA FINANCIAL INC COM 929089100   4,669,909 67,847 SH   SOLE   67,847 0 0
WALKER & DUNLOP INC COM 93148P102   1,523,670 15,674 SH   SOLE   15,674 0 0
WALMART INC COM 931142103   57,740,607 639,077 SH   SOLE   639,077 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104   79,841,045 7,553,552 SH   SOLE   7,553,552 0 0
WATSCO INC COM 942622200   5,299,512 11,183 SH   SOLE   11,183 0 0
WATTS WATER TECHNOLOGIES INC CL A 942749102   717,242 3,528 SH   SOLE   3,528 0 0
WAYFAIR INC CL A 94419L101   10,023,633 226,165 SH   SOLE   226,165 0 0
WAYSTAR HLDG CORP COM 946784105   3,722,848 101,440 SH   SOLE   101,440 0 0
WEBSTER FINL CORP COM 947890109   17,796,578 322,285 SH   SOLE   322,285 0 0
WELLS FARGO CO NEW COM 949746101   81,820,680 1,164,873 SH   SOLE   1,164,873 0 0
WENDYS CO COM 95058W100   2,707,071 166,078 SH   SOLE   166,078 0 0
WERNER ENTERPRISES INC COM 950755108   3,188,582 88,769 SH   SOLE   88,769 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105   3,677,516 11,227 SH   SOLE   11,227 0 0
WESTERN ALLIANCE BANCORP COM 957638109   13,349,191 159,794 SH   SOLE   159,794 0 0
WESTERN DIGITAL CORP COM 958102105   179,739,787 3,014,251 SH   SOLE   3,014,251 0 0
WESTERN UN CO COM 959802109   4,809,358 453,713 SH   SOLE   453,713 0 0
WESTLAKE CORPORATION COM 960413102   5,652,704 49,304 SH   SOLE   49,304 0 0
WEX INC COM 96208T104   7,595,038 43,321 SH   SOLE   43,321 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104   5,114,461 181,686 SH   SOLE   181,686 0 0
WILLIAMS COS INC COM 969457100   41,531,472 767,396 SH   SOLE   767,396 0 0
WILLSCOT HLDGS CORP COM CL A 971378104   6,139,179 183,533 SH   SOLE   183,533 0 0
WINGSTOP INC COM 974155103   2,900,545 10,206 SH   SOLE   10,206 0 0
WINNEBAGO INDS INC COM 974637100   3,135,467 65,623 SH   SOLE   65,623 0 0
WINTRUST FINL CORP COM 97650W108   15,816,969 126,830 SH   SOLE   126,830 0 0
WOLFSPEED INC COM 977852102   471,781 70,838 SH   SOLE   70,838 0 0
WORKIVA INC COM CL A 98139A105   1,492,595 13,631 SH   SOLE   13,631 0 0
WP CAREY INC COM 92936U109   2,367,810 43,462 SH   SOLE   43,462 0 0
WSFS FINL CORP COM 929328102   556,324 10,471 SH   SOLE   10,471 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105   15,288,432 151,686 SH   SOLE   151,686 0 0
WYNN RESORTS LTD COM 983134107   1,658,925 19,254 SH   SOLE   19,254 0 0
XPO INC COM 983793100   113,719,116 867,092 SH   SOLE   867,092 0 0
XYLEM INC COM 98419M100   31,332,941 270,065 SH   SOLE   270,065 0 0
YELP INC CL A 985817105   1,726,097 44,602 SH   SOLE   44,602 0 0
ZIFF DAVIS INC COM 48123V102   2,516,105 46,303 SH   SOLE   46,303 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200   27,278,243 368,376 SH   SOLE   368,376 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102   3,480,086 32,946 SH   SOLE   32,946 0 0
ZIONS BANCORPORATION N A COM 989701107   3,863,956 71,225 SH   SOLE   71,225 0 0
ZOOM COMMUNICATIONS INC CL A 98980L101   55,361,857 678,371 SH   SOLE   678,371 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104   12,004,690 1,142,216 SH   SOLE   1,142,216 0 0
ZURN ELKAY WATER SOLNS CORP COM 98983L108   801,241 21,481 SH   SOLE   21,481 0 0