Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
LLY	LILLY ELI & CO	36,757,185	$6.206B	4.6%	—	—	COM	532457108
MSFT	MICROSOFT CORP	20,182,729	$4.489B	3.3%	—	—	COM	594918104
ADBE	ADOBE SYSTEMS INCORPORATED	8,615,785	$4.309B	3.2%	—	—	COM	00724F101
AMGN	AMGEN INC	16,978,827	$3.904B	2.9%	—	—	COM	031162100
BIIB	BIOGEN INC	15,822,066	$3.874B	2.9%	—	—	COM	09062X103
TXN	TEXAS INSTRS INC	23,262,463	$3.818B	2.8%	—	—	COM	882508104
MU	MICRON TECHNOLOGY INC	48,550,259	$3.65B	2.7%	—	—	COM	595112103
FDX	FEDEX CORP	13,717,339	$3.561B	2.6%	—	—	COM	31428X106
TSLA	TESLA INC	4,911,035	$3.466B	2.6%	—	—	COM	88160R101
LUV	SOUTHWEST AIRLS CO	65,213,818	$3.04B	2.3%	—	—	COM	844741108
SONY	SONY CORP	29,410,169	$2.973B	2.2%	—	—	SPONSORED ADR	835699307
BABA	ALIBABA GROUP HLDG LTD	12,509,686	$2.911B	2.2%	—	—	SPONSORED ADS	01609W102
AZN	ASTRAZENECA PLC	50,108,946	$2.505B	1.9%	—	—	SPONSORED ADR	046353108
GOOGL	ALPHABET INC	1,385,205	$2.428B	1.8%	—	—	CAP STK CL A	02079K305
KLAC	KLA CORP	9,364,319	$2.425B	1.8%	—	—	COM NEW	482480100
TMO	THERMO FISHER SCIENTIFIC INC	4,445,525	$2.071B	1.5%	—	—	COM	883556102
NVS	NOVARTIS AG	21,805,450	$2.059B	1.5%	—	—	SPONSORED ADR	66987V109
BIDU	BAIDU INC	9,512,376	$2.057B	1.5%	—	—	SPON ADR REP A	056752108
NTAP	NETAPP INC	27,998,458	$1.855B	1.4%	—	—	COM	64110D104
GOOG	ALPHABET INC	1,055,852	$1.85B	1.4%	—	—	CAP STK CL C	02079K107
JPM	JPMORGAN CHASE & CO	14,463,795	$1.838B	1.4%	—	—	COM	46625H100
QCOM	QUALCOMM INC	11,584,518	$1.765B	1.3%	—	—	COM	747525103
INTC	INTEL CORP	32,574,166	$1.623B	1.2%	—	—	COM	458140100
BMRN	BIOMARIN PHARMACEUTICAL INC	18,147,961	$1.591B	1.2%	—	—	COM	09061G101
SCHW	SCHWAB CHARLES CORP	28,459,569	$1.509B	1.1%	—	—	COM	808513105
WFC	WELLS FARGO CO NEW	48,609,110	$1.467B	1.1%	—	—	COM	949746101
ERIC	ERICSSON	121,319,382	$1.45B	1.1%	—	—	ADR B SEK 10	294821608
BSX	BOSTON SCIENTIFIC CORP	39,460,985	$1.419B	1.1%	—	—	COM	101137107
ROST	ROSS STORES INC	10,969,589	$1.347B	1.0%	—	—	COM	778296103
AMZN	AMAZON COM INC	399,260	$1.3B	1.0%	—	—	COM	023135106
BAC	BK OF AMERICA CORP	40,851,261	$1.238B	0.9%	—	—	COM	060505104
UAL	UNITED AIRLS HLDGS INC	28,448,950	$1.23B	0.9%	—	—	COM	910047109
BMY	BRISTOL-MYERS SQUIBB CO	19,540,448	$1.212B	0.9%	—	—	COM	110122108
FLEX	FLEX LTD	65,016,736	$1.169B	0.9%	—	—	ORD	Y2573F102
ACM	AECOM	22,154,479	$1.103B	0.8%	—	—	COM	00766T100
NVDA	NVIDIA CORPORATION	2,041,665	$1.066B	0.8%	—	—	COM	67066G104
WHR	WHIRLPOOL CORP	5,873,650	$1.06B	0.8%	—	—	COM	963320106
TJX	TJX COS INC NEW	14,846,948	$1.014B	0.8%	—	—	COM	872540109
ELAN	ELANCO ANIMAL HEALTH INC	32,531,211	$998M	0.7%	—	—	COM	28414H103
INTU	INTUIT	2,558,091	$972M	0.7%	—	—	COM	461202103
—	SEAGEN INC	5,372,912	$941M	0.7%	—	—	COM	81181C104
CAT	CATERPILLAR INC	5,081,345	$925M	0.7%	—	—	COM	149123101
DAL	DELTA AIR LINES INC DEL	22,743,215	$915M	0.7%	—	—	COM NEW	247361702
ONC	BEIGENE LTD	3,366,727	$870M	0.6%	—	—	SPONSORED ADR	07725L102
MAT	MATTEL INC	48,346,949	$844M	0.6%	—	—	COM	577081102
MS	MORGAN STANLEY	12,072,976	$827M	0.6%	—	—	COM NEW	617446448
KMX	CARMAX INC	8,582,253	$811M	0.6%	—	—	COM	143130102
HPQ	HP INC	32,336,576	$795M	0.6%	—	—	COM	40434L105
MRSH	MARSH & MCLENNAN COS INC	6,705,835	$785M	0.6%	—	—	COM	571748102
HPE	HEWLETT PACKARD ENTERPRISE C	65,942,728	$781M	0.6%	—	—	COM	42824C109
—	JACOBS ENGR GROUP INC	7,046,402	$768M	0.6%	—	—	COM	469814107
AAL	AMERICAN AIRLS GROUP INC	47,666,106	$752M	0.6%	—	—	COM	02376R102
V	VISA INC	3,428,399	$750M	0.6%	—	—	COM CL A	92826C839
ABT	ABBOTT LABS	6,430,902	$704M	0.5%	—	—	COM	002824100
—	SPLUNK INC	4,066,320	$691M	0.5%	—	—	COM	848637104
DIS	DISNEY WALT CO	3,753,257	$680M	0.5%	—	—	COM	254687106
ADI	ANALOG DEVICES INC	4,586,900	$678M	0.5%	—	—	COM	032654105
ALB	ALBEMARLE CORP	4,559,145	$673M	0.5%	—	—	COM	012653101
—	ABIOMED INC	2,047,862	$664M	0.5%	—	—	COM	003654100
UNP	UNION PAC CORP	3,069,412	$639M	0.5%	—	—	COM	907818108
ORCL	ORACLE CORP	9,766,650	$632M	0.5%	—	—	COM	68389X105
—	ACTIVISION BLIZZARD INC	6,527,700	$606M	0.5%	—	—	COM	00507V109
—	PIONEER NAT RES CO	5,066,896	$577M	0.4%	—	—	COM	723787107
PYPL	PAYPAL HLDGS INC	2,373,020	$556M	0.4%	—	—	COM	70450Y103
OLED	UNIVERSAL DISPLAY CORP	2,418,175	$556M	0.4%	—	—	COM	91347P105
UPS	UNITED PARCEL SERVICE INC	3,203,243	$539M	0.4%	—	—	CL B	911312106
ZBH	ZIMMER BIOMET HOLDINGS INC	3,483,200	$537M	0.4%	—	—	COM	98956P102
—	DISCOVER FINL SVCS	5,681,321	$514M	0.4%	—	—	COM	254709108
ASML	ASML HOLDING N V	1,003,987	$490M	0.4%	—	—	N Y REGISTRY SHS	N07059210
TRMB	TRIMBLE INC	7,117,365	$475M	0.4%	—	—	COM	896239100
—	HESS CORP	8,532,185	$450M	0.3%	—	—	COM	42809H107
GLW	CORNING INC	12,440,925	$448M	0.3%	—	—	COM	219350105
AMAT	APPLIED MATLS INC	5,114,035	$441M	0.3%	—	—	COM	038222105
CSCO	CISCO SYS INC	9,734,065	$436M	0.3%	—	—	COM	17275R102
—	L BRANDS INC	11,493,014	$427M	0.3%	—	—	COM	501797104
RCL	ROYAL CARIBBEAN GROUP	5,638,031	$421M	0.3%	—	—	COM	V7780T103
PODD	INSULET CORP	1,625,910	$416M	0.3%	—	—	COM	45784P101
NTRS	NORTHERN TR CORP	4,260,477	$397M	0.3%	—	—	COM	665859104
BB	BLACKBERRY LTD	59,353,992	$394M	0.3%	—	—	COM	09228F103
RJF	RAYMOND JAMES FINL INC	4,034,095	$386M	0.3%	—	—	COM	754730109
ENTG	ENTEGRIS INC	3,966,141	$381M	0.3%	—	—	COM	29362U104
TDG	TRANSDIGM GROUP INC	613,894	$380M	0.3%	—	—	COM	893641100
A	AGILENT TECHNOLOGIES INC	3,187,136	$378M	0.3%	—	—	COM	00846U101
BNTX	BIONTECH SE	4,628,197	$377M	0.3%	—	—	SPONSORED ADS	09075V102
AAPL	APPLE INC	2,788,800	$370M	0.3%	—	—	COM	037833100
META	FACEBOOK INC	1,309,850	$358M	0.3%	—	—	CL A	30303M102
—	CREE INC	3,238,650	$343M	0.3%	—	—	COM	225447101
—	FIBROGEN INC	9,228,020	$342M	0.3%	—	—	COM	31572Q808
CCL	CARNIVAL CORP	15,632,127	$339M	0.3%	—	—	UNIT 99/99/9999	143658300
CVS	CVS HEALTH CORP	4,650,585	$318M	0.2%	—	—	COM	126650100
—	NEKTAR THERAPEUTICS	18,440,399	$313M	0.2%	—	—	COM	640268108
TXT	TEXTRON INC	6,417,370	$310M	0.2%	—	—	COM	883203101
C	CITIGROUP INC	4,951,046	$305M	0.2%	—	—	COM NEW	172967424
—	NUANCE COMMUNICATIONS INC	6,907,003	$305M	0.2%	—	—	COM	67020Y100
DSGX	DESCARTES SYS GROUP INC	5,176,065	$303M	0.2%	—	—	COM	249906108
ILMN	ILLUMINA INC	791,818	$293M	0.2%	—	—	COM	452327109
TMUS	T-MOBILE US INC	2,011,586	$271M	0.2%	—	—	COM	872590104
KEYS	KEYSIGHT TECHNOLOGIES INC	2,034,960	$269M	0.2%	—	—	COM	49338L103
ALK	ALASKA AIR GROUP INC	5,165,147	$269M	0.2%	—	—	COM	011659109
MDT	MEDTRONIC PLC	2,269,690	$266M	0.2%	—	—	SHS	G5960L103
LIVN	LIVANOVA PLC	3,956,695	$262M	0.2%	—	—	SHS	G5509L101
RVTY	PERKINELMER INC	1,823,630	$262M	0.2%	—	—	COM	714046109
JBLU	JETBLUE AWYS CORP	17,426,825	$253M	0.2%	—	—	COM	477143101
ALC	ALCON AG	3,757,173	$248M	0.2%	—	—	ORD SHS	H01301128
IRBTQ	IROBOT CORP	2,956,913	$237M	0.2%	—	—	COM	462726100
USB	US BANCORP DEL	5,065,050	$236M	0.2%	—	—	COM NEW	902973304
XNCR	XENCOR INC	5,340,422	$233M	0.2%	—	—	COM	98401F105
PGR	PROGRESSIVE CORP	2,233,430	$221M	0.2%	—	—	COM	743315103
MKTX	MARKETAXESS HLDGS INC	385,620	$220M	0.2%	—	—	COM	57060D108
EW	EDWARDS LIFESCIENCES CORP	2,320,500	$212M	0.2%	—	—	COM	28176E108
CHGG	CHEGG INC	2,267,600	$205M	0.2%	—	—	COM	163092109
MRK	MERCK & CO. INC	2,481,800	$203M	0.2%	—	—	COM	58933Y105
TER	TERADYNE INC	1,675,517	$201M	0.1%	—	—	COM	880770102
CW	CURTISS WRIGHT CORP	1,714,790	$200M	0.1%	—	—	COM	231561101
CHTR	CHARTER COMMUNICATIONS INC N	300,000	$198M	0.1%	—	—	CL A	16119P108
GS	GOLDMAN SACHS GROUP INC	725,050	$191M	0.1%	—	—	COM	38141G104
LYFT	LYFT INC	3,841,806	$189M	0.1%	—	—	CL A COM	55087P104
XPEV	XPENG INC	4,253,200	$182M	0.1%	—	—	ADS	98422D105
GD	GENERAL DYNAMICS CORP	1,173,638	$175M	0.1%	—	—	COM	369550108
MXL	MAXLINEAR INC	4,525,662	$173M	0.1%	—	—	COM	57776J100
FORM	FORMFACTOR INC	3,846,032	$165M	0.1%	—	—	COM	346375108
—	EPIZYME INC	15,208,527	$165M	0.1%	—	—	COM	29428V104
—	PLANTRONICS INC NEW	6,089,450	$165M	0.1%	—	—	COM	727493108
DD	DUPONT DE NEMOURS INC	2,301,055	$164M	0.1%	—	—	COM	26614N102
EOG	EOG RES INC	3,235,079	$161M	0.1%	—	—	COM	26875P101
DOW	DOW INC	2,794,543	$155M	0.1%	—	—	COM	260557103
CARR	CARRIER GLOBAL CORPORATION	4,065,762	$153M	0.1%	—	—	COM	14448C104
JBL	JABIL INC	3,585,050	$152M	0.1%	—	—	COM	466313103
CSX	CSX CORP	1,596,800	$145M	0.1%	—	—	COM	126408103
DE	DEERE & CO	536,670	$144M	0.1%	—	—	COM	244199105
ALKS	ALKERMES PLC	7,125,760	$142M	0.1%	—	—	SHS	G01767105
EBAY	EBAY INC.	2,816,370	$142M	0.1%	—	—	COM	278642103
CPRI	CAPRI HOLDINGS LIMITED	3,309,300	$139M	0.1%	—	—	SHS	G1890L107
MAR	MARRIOTT INTL INC NEW	1,039,296	$137M	0.1%	—	—	CL A	571903202
AME	AMETEK INC	1,123,740	$136M	0.1%	—	—	COM	031100100
NWL	NEWELL BRANDS INC	6,226,900	$132M	0.1%	—	—	COM	651229106
RTX	RAYTHEON TECHNOLOGIES CORP	1,816,002	$130M	0.1%	—	—	COM	75513E101
RYTM	RHYTHM PHARMACEUTICALS INC	4,342,491	$129M	0.1%	—	—	COM	76243J105
EA	ELECTRONIC ARTS INC	896,025	$129M	0.1%	—	—	COM	285512109
ADSK	AUTODESK INC	419,900	$128M	0.1%	—	—	COM	052769106
PINS	PINTEREST INC	1,871,750	$123M	0.1%	—	—	CL A	72352L106
SYK	STRYKER CORPORATION	499,700	$122M	0.1%	—	—	COM	863667101
—	VMWARE INC	852,395	$120M	0.1%	—	—	CL A COM	928563402
HUBS	HUBSPOT INC	293,900	$117M	0.1%	—	—	COM	443573100
BURL	BURLINGTON STORES INC	439,550	$115M	0.1%	—	—	COM	122017106
U	UNITY SOFTWARE INC	747,240	$115M	0.1%	—	—	COM	91332U101
RIG	TRANSOCEAN LTD	48,543,106	$112M	0.1%	—	—	REG SHS	H8817H100
CME	CME GROUP INC	609,730	$111M	0.1%	—	—	COM	12572Q105
MA	MASTERCARD INCORPORATED	298,374	$107M	0.1%	—	—	CL A	57636Q104
IEX	IDEX CORP	512,390	$102M	0.1%	—	—	COM	45167R104
SSYS	STRATASYS LTD	4,888,399	$101M	0.1%	—	—	SHS	M85548101
NMIH	NMI HLDGS INC	4,451,749	$101M	0.1%	—	—	CL A	629209305
CRL	CHARLES RIV LABS INTL INC	370,430	$92.56M	0.1%	—	—	COM	159864107
NTNX	NUTANIX INC	2,873,585	$91.58M	0.1%	—	—	CL A	67059N108
CTVA	CORTEVA INC	2,275,189	$88.09M	0.1%	—	—	COM	22052L104
EXAS	EXACT SCIENCES CORP	655,400	$86.83M	0.1%	—	—	COM	30063P105
WDC	WESTERN DIGITAL CORP.	1,566,307	$86.76M	0.1%	—	—	COM	958102105
QSR	RESTAURANT BRANDS INTL INC	1,403,900	$85.79M	0.1%	—	—	COM	76131D103
SNY	SANOFI	1,703,560	$82.78M	0.1%	—	—	SPONSORED ADR	80105N105
CTRA	CABOT OIL & GAS CORP	4,921,454	$80.12M	0.1%	—	—	COM	127097103
CRNC	CERENCE INC	785,560	$78.93M	0.1%	—	—	COM	156727109
—	LINDE PLC	297,500	$78.39M	0.1%	—	—	SHS	G5494J103
NCLH	NORWEGIAN CRUISE LINE HLDG L	2,975,340	$75.66M	0.1%	—	—	SHS	G66721104
ROK	ROCKWELL AUTOMATION INC	293,885	$73.71M	0.1%	—	—	COM	773903109
LYV	LIVE NATION ENTERTAINMENT IN	995,505	$73.15M	0.1%	—	—	COM	538034109
—	PROS HOLDINGS INC	1,436,400	$72.93M	0.1%	—	—	COM	74346Y103
ACLS	AXCELIS TECHNOLOGIES INC	2,498,110	$72.75M	0.1%	—	—	COM NEW	054540208
CERS	CERUS CORP	10,434,500	$72.21M	0.1%	—	—	COM	157085101
ZNTL	ZENTALIS PHARMACEUTICALS INC	1,371,690	$71.25M	0.1%	—	—	COM	98943L107
OTIS	OTIS WORLDWIDE CORP	1,053,268	$71.15M	0.1%	—	—	COM	68902V107
PANW	PALO ALTO NETWORKS INC	198,669	$70.61M	0.1%	—	—	COM	697435105
RNG	RINGCENTRAL INC	184,300	$69.84M	0.1%	—	—	CL A	76680R206
LVS	LAS VEGAS SANDS CORP	1,168,900	$69.67M	0.1%	—	—	COM	517834107
HLT	HILTON WORLDWIDE HLDGS INC	589,565	$65.59M	0.0%	—	—	COM	43300A203
MGM	MGM RESORTS INTERNATIONAL	2,016,700	$63.55M	0.0%	—	—	COM	552953101
FCX	FREEPORT-MCMORAN INC	2,402,100	$62.5M	0.0%	—	—	CL B	35671D857
DASH	DOORDASH INC	436,442	$62.3M	0.0%	—	—	CL A	25809K105
LHX	L3HARRIS TECHNOLOGIES INC	324,800	$61.39M	0.0%	—	—	COM	502431109
—	ALTAIR ENGR INC	994,780	$57.88M	0.0%	—	—	COM CL A	021369103
MDB	MONGODB INC	154,000	$55.29M	0.0%	—	—	CL A	60937P106
IQV	IQVIA HLDGS INC	308,583	$55.29M	0.0%	—	—	COM	46266C105
—	TURNING POINT THERAPEUTICS I	451,340	$55M	0.0%	—	—	COM	90041T108
CRWD	CROWDSTRIKE HLDGS INC	258,190	$54.69M	0.0%	—	—	CL A	22788C105
RYAAY	RYANAIR HOLDINGS PLC	494,500	$54.38M	0.0%	—	—	SPONSORED ADS	783513203
HON	HONEYWELL INTL INC	249,850	$53.14M	0.0%	—	—	COM	438516106
ODFL	OLD DOMINION FREIGHT LINE IN	271,650	$53.02M	0.0%	—	—	COM	679580100
CMCSA	COMCAST CORP NEW	988,402	$51.79M	0.0%	—	—	CL A	20030N101
LUNG	PULMONX CORP	732,500	$50.56M	0.0%	—	—	COM	745848101
—	CALITHERA BIOSCIENCES INC	10,253,500	$50.34M	0.0%	—	—	COM	13089P101
FOLD	AMICUS THERAPEUTICS INC	2,130,000	$49.18M	0.0%	—	—	COM	03152W109
UBER	UBER TECHNOLOGIES INC	963,500	$49.14M	0.0%	—	—	COM	90353T100
TW	TRADEWEB MKTS INC	717,110	$44.78M	0.0%	—	—	CL A	892672106
LASR	NLIGHT INC	1,256,474	$41.02M	0.0%	—	—	COM	65487K100
—	ARENA PHARMACEUTICALS INC	511,500	$39.3M	0.0%	—	—	COM NEW	040047607
ARLO	ARLO TECHNOLOGIES INC	5,008,840	$39.02M	0.0%	—	—	COM	04206A101
PNR	PENTAIR PLC	729,290	$38.72M	0.0%	—	—	SHS	G7S00T104
AXON	AXON ENTERPRISE INC	302,500	$37.06M	0.0%	—	—	COM	05464C101
—	SHOCKWAVE MED INC	353,987	$36.72M	0.0%	—	—	COM	82489T104
NNBR	NN INC	5,454,938	$35.84M	0.0%	—	—	COM	629337106
VFC	V F CORP	417,000	$35.62M	0.0%	—	—	COM	918204108
DELL	DELL TECHNOLOGIES INC	475,303	$34.84M	0.0%	—	—	CL C	24703L202
TSN	TYSON FOODS INC	539,000	$34.73M	0.0%	—	—	CL A	902494103
IMAX	IMAX CORP	1,848,300	$33.31M	0.0%	—	—	COM	45245E109
—	SOUTHWESTERN ENERGY CO	11,006,350	$32.8M	0.0%	—	—	COM	845467109
MCD	MCDONALDS CORP	152,000	$32.62M	0.0%	—	—	COM	580135101
LAB	FLUIDIGM CORP DEL	5,433,843	$32.6M	0.0%	—	—	COM	34385P108
OSIS	OSI SYSTEMS INC	349,400	$32.57M	0.0%	—	—	COM	671044105
GKOS	GLAUKOS CORP	431,200	$32.45M	0.0%	—	—	COM	377322102
OPTU	ALTICE USA INC	836,800	$31.69M	0.0%	—	—	CL A	02156K103
ALLO	ALLOGENE THERAPEUTICS INC	1,238,400	$31.26M	0.0%	—	—	COM	019770106
WVE	WAVE LIFE SCIENCES LTD	3,924,475	$30.89M	0.0%	—	—	SHS	Y95308105
MATX	MATSON INC	534,392	$30.44M	0.0%	—	—	COM	57686G105
MTLS	MATERIALISE NV	561,300	$30.43M	0.0%	—	—	SPONSORED ADS	57667T100
NSC	NORFOLK SOUTHN CORP	126,800	$30.13M	0.0%	—	—	COM	655844108
—	NUVASIVE INC	494,500	$27.86M	0.0%	—	—	COM	670704105
AMBA	AMBARELLA INC	299,000	$27.45M	0.0%	—	—	SHS	G037AX101
MO	ALTRIA GROUP INC	660,924	$27.1M	0.0%	—	—	COM	02209S103
ROCK	GIBRALTAR INDS INC	374,900	$26.97M	0.0%	—	—	COM	374689107
NOK	NOKIA CORP	6,738,226	$26.35M	0.0%	—	—	SPONSORED ADR	654902204
—	COLFAX CORP	656,300	$25.1M	0.0%	—	—	COM	194014106
—	MAXAR TECHNOLOGIES INC	635,800	$24.54M	0.0%	—	—	COM	57778K105
AMH	AMERICAN HOMES 4 RENT	809,000	$24.27M	0.0%	—	—	CL A	02665T306
DLTR	DOLLAR TREE INC	223,000	$24.09M	0.0%	—	—	COM	256746108
KEX	KIRBY CORP	452,600	$23.46M	0.0%	—	—	COM	497266106
ULTA	ULTA BEAUTY INC	75,300	$21.62M	0.0%	—	—	COM	90384S303
SPHR	MADISON SQUARE GRDN ENTERTNM	204,698	$21.5M	0.0%	—	—	CL A	55826T102
ARE	ALEXANDRIA REAL ESTATE EQ IN	119,500	$21.3M	0.0%	—	—	COM	015271109
LPLA	LPL FINL HLDGS INC	204,000	$21.26M	0.0%	—	—	COM	50212V100
VLO	VALERO ENERGY CORP	366,441	$20.73M	0.0%	—	—	COM	91913Y100
NVT	NVENT ELECTRIC PLC	887,900	$20.68M	0.0%	—	—	SHS	G6700G107
—	GLAXOSMITHKLINE PLC	559,300	$20.58M	0.0%	—	—	SPONSORED ADR	37733W105
CVX	CHEVRON CORP NEW	239,330	$20.21M	0.0%	—	—	COM	166764100
BJ	BJS WHSL CLUB HLDGS INC	536,540	$20M	0.0%	—	—	COM	05550J101
—	GAN LTD	921,000	$18.68M	0.0%	—	—	ORD SHS	G3728V109
MASS	908 DEVICES INC	325,000	$18.51M	0.0%	—	—	COM	65443P102
—	MASONITE INTL CORP	187,700	$18.46M	0.0%	—	—	COM	575385109
GTM	ZOOMINFO TECHNOLOGIES INC	376,910	$18.18M	0.0%	—	—	COM CL A	98980F104
RPD	RAPID7 INC	197,850	$17.84M	0.0%	—	—	COM	753422104
GH	GUARDANT HEALTH INC	128,052	$16.5M	0.0%	—	—	COM	40131M109
SAIC	SCIENCE APPLICATIONS INTL CO	167,800	$15.88M	0.0%	—	—	COM	808625107
RMBS	RAMBUS INC DEL	892,445	$15.58M	0.0%	—	—	COM	750917106
—	PERSPECTA INC	639,338	$15.39M	0.0%	—	—	COM	715347100
—	SERVICESOURCE INTL INC	8,368,633	$14.73M	0.0%	—	—	COM	81763U100
OSUR	ORASURE TECHNOLOGIES INC	1,369,500	$14.5M	0.0%	—	—	COM	68554V108
—	CYBERARK SOFTWARE LTD	89,300	$14.43M	0.0%	—	—	SHS	M2682V108
—	COMSCORE INC	5,487,965	$13.66M	0.0%	—	—	COM	20564W105
DMRC	DIGIMARC CORP NEW	288,100	$13.61M	0.0%	—	—	COM	25381B101
SNAP	SNAP INC	260,750	$13.06M	0.0%	—	—	CL A	83304A106
PM	PHILIP MORRIS INTL INC	155,000	$12.83M	0.0%	—	—	COM	718172109
CVGW	CALAVO GROWERS INC	183,400	$12.73M	0.0%	—	—	COM	128246105
—	VONAGE HLDGS CORP	918,500	$11.83M	0.0%	—	—	COM	92886T201
ARAY	ACCURAY INC	2,724,700	$11.36M	0.0%	—	—	COM	004397105
CRM	SALESFORCE COM INC	50,000	$11.13M	0.0%	—	—	COM	79466L302
WSC	WILLSCOT MOBIL MINI HLDNG CO	448,200	$10.38M	0.0%	—	—	COM CL A	971378104
—	SANDERSON FARMS INC	76,400	$10.1M	0.0%	—	—	COM	800013104
WAT	WATERS CORP	37,795	$9.351M	0.0%	—	—	COM	941848103
—	SKILLZ INC	465,700	$9.314M	0.0%	—	—	COM	83067L109
MGNI	MAGNITE INC	300,000	$9.213M	0.0%	—	—	COM	55955D100
PEN	PENUMBRA INC	52,120	$9.121M	0.0%	—	—	COM	70975L107
—	SPIRIT AIRLS INC	370,000	$9.046M	0.0%	—	—	COM	848577102
MTSI	MACOM TECH SOLUTIONS HLDGS I	164,200	$9.038M	0.0%	—	—	COM	55405Y100
DOCU	DOCUSIGN INC	40,350	$8.97M	0.0%	—	—	COM	256163106
STZ	CONSTELLATION BRANDS INC	38,700	$8.477M	0.0%	—	—	CL A	21036P108
CCJ	CAMECO CORP	622,700	$8.344M	0.0%	—	—	COM	13321L108
EPR	EPR PPTYS	242,089	$7.868M	0.0%	—	—	COM SH BEN INT	26884U109
AZO	AUTOZONE INC	6,625	$7.854M	0.0%	—	—	COM	053332102
—	LIONS GATE ENTMNT CORP	754,400	$7.831M	0.0%	—	—	CL B NON VTG	535919500
ADPT	ADAPTIVE BIOTECHNOLOGIES COR	128,500	$7.598M	0.0%	—	—	COM	00650F109
FTI	TECHNIPFMC PLC	728,900	$6.852M	0.0%	—	—	COM	G87110105
—	2U INC	169,700	$6.79M	0.0%	—	—	COM	90214J101
—	LIONS GATE ENTMNT CORP	586,900	$6.673M	0.0%	—	—	CL A VTG	535919401
DRI	DARDEN RESTAURANTS INC	51,800	$6.17M	0.0%	—	—	COM	237194105
—	HAWAIIAN HOLDINGS INC	344,900	$6.105M	0.0%	—	—	COM	419879101
CIEN	CIENA CORP	113,510	$5.999M	0.0%	—	—	COM NEW	171779309
—	IMMUNOGEN INC	900,827	$5.81M	0.0%	—	—	COM	45253H101
CBOE	CBOE GLOBAL MKTS INC	61,900	$5.764M	0.0%	—	—	COM	12503M108
—	FARO TECHNOLOGIES INC	75,400	$5.326M	0.0%	—	—	COM	311642102
DOC	HEALTHPEAK PROPERTIES INC	171,000	$5.169M	0.0%	—	—	COM	42250P103
HCAT	HEALTH CATALYST INC	100,909	$4.393M	0.0%	—	—	COM	42225T107
SEER	SEER INC	76,700	$4.306M	0.0%	—	—	COM CL A	81578P106
—	PLURALSIGHT INC	189,400	$3.97M	0.0%	—	—	COM CL A	72941B106
FIVE	FIVE BELOW INC	21,700	$3.797M	0.0%	—	—	COM	33829M101
—	ANGI HOMESERVICES INC	285,000	$3.761M	0.0%	—	—	COM CL A	00183L102
OSW	ONESPAWORLD HOLDINGS LIMITED	350,000	$3.549M	0.0%	—	—	COM	P73684113
BOOT	BOOT BARN HLDGS INC	75,000	$3.252M	0.0%	—	—	COM	099406100
SLB	SCHLUMBERGER LTD	147,500	$3.22M	0.0%	—	—	COM	806857108
—	CORNERSTONE BLDG BRANDS INC	340,000	$3.155M	0.0%	—	—	COM	21925D109
—	DIEBOLD NXDF INC	290,000	$3.091M	0.0%	—	—	COM	253651103
UNH	UNITEDHEALTH GROUP INC	8,804	$3.087M	0.0%	—	—	COM	91324P102
KR	KROGER CO	96,100	$3.052M	0.0%	—	—	COM	501044101
ALGT	ALLEGIANT TRAVEL CO	16,100	$3.047M	0.0%	—	—	COM	01748X102
GIL	GILDAN ACTIVEWEAR INC	108,340	$3.035M	0.0%	—	—	COM	375916103
NFLX	NETFLIX INC	5,500	$2.974M	0.0%	—	—	COM	64110L106
—	ENTERCOM COMMUNICATIONS CORP	1,200,000	$2.964M	0.0%	—	—	CL A	293639100
BE	BLOOM ENERGY CORP	100,100	$2.869M	0.0%	—	—	COM CL A	093712107
NGVT	INGEVITY CORP	36,500	$2.764M	0.0%	—	—	COM	45688C107
—	TRIBUNE PUBG CO NEW	201,525	$2.761M	0.0%	—	—	COM	89609W107
BYND	BEYOND MEAT INC	21,800	$2.725M	0.0%	—	—	COM	08862E109
OKTA	OKTA INC	10,250	$2.606M	0.0%	—	—	CL A	679295105
—	MARRONE BIO INNOVATIONS INC	1,983,200	$2.479M	0.0%	—	—	COM	57165B106
AXP	AMERICAN EXPRESS CO	18,800	$2.273M	0.0%	—	—	COM	025816109
NFE	NEW FORTRESS ENERGY INC	42,300	$2.267M	0.0%	—	—	COM CL A	644393100
ABUS	ARBUTUS BIOPHARMA CORP	500,000	$1.775M	0.0%	—	—	COM	03879J100
MREO	MEREO BIOPHARMA GROUP PLC	489,100	$1.751M	0.0%	—	—	ADS	589492107
—	AT HOME GROUP INC	112,100	$1.733M	0.0%	—	—	COM	04650Y100
AWI	ARMSTRONG WORLD INDS INC	22,000	$1.637M	0.0%	—	—	COM	04247X102
GEF/B	GREIF INC	33,000	$1.597M	0.0%	—	—	CL B	397624206
—	CERNER CORP	19,400	$1.523M	0.0%	—	—	COM	156782104
CE	CELANESE CORP DEL	10,950	$1.423M	0.0%	—	—	COM	150870103
MSGS	MADISON SQUARE GRDN SPRT COR	6,873	$1.265M	0.0%	—	—	CL A	55825T103
PBH	PRESTIGE CONSMR HEALTHCARE I	31,400	$1.095M	0.0%	—	—	COM	74112D101
TXG	10X GENOMICS INC	7,650	$1.083M	0.0%	—	—	CL A COM	88025U109
AVO	MISSION PRODUCE INC	61,090	$919K	0.0%	—	—	COM	60510V108
—	ARISTA NETWORKS INC	3,150	$915K	0.0%	—	—	COM	040413106
VLRS	CONTROLADORA VUELA COMP DE A	72,000	$894K	0.0%	—	—	SPON ADR RP 10	21240E105
—	SAFEHOLD INC	10,450	$758K	0.0%	—	—	COM	78645L100
TTWO	TAKE-TWO INTERACTIVE SOFTWAR	1,700	$353K	0.0%	—	—	COM	874054109
ZM	ZOOM VIDEO COMMUNICATIONS IN	1,000	$337K	0.0%	—	—	CL A	98980L101
—	SIO GENE THERAPIES INC	52,625	$146K	0.0%	—	—	COMMON	829399104