Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
LLY	LILLY ELI & CO	35,378,235	$6.609B	4.6%	—	—	COM	532457108
BIIB	BIOGEN INC	16,758,256	$4.688B	3.3%	—	—	COM	09062X103
MSFT	MICROSOFT CORP	19,417,694	$4.578B	3.2%	—	—	COM	594918104
AMGN	AMGEN INC	16,674,572	$4.149B	2.9%	—	—	COM	031162100
MU	MICRON TECHNOLOGY INC	45,428,589	$4.007B	2.8%	—	—	COM	595112103
FDX	FEDEX CORP	13,936,709	$3.959B	2.8%	—	—	COM	31428X106
TXN	TEXAS INSTRS INC	20,583,153	$3.89B	2.7%	—	—	COM	882508104
ADBE	ADOBE SYSTEMS INCORPORATED	7,713,233	$3.667B	2.6%	—	—	COM	00724F101
LUV	SOUTHWEST AIRLS CO	58,976,270	$3.601B	2.5%	—	—	COM	844741108
BABA	ALIBABA GROUP HLDG LTD	15,116,716	$3.427B	2.4%	—	—	SPONSORED ADS	01609W102
SONY	SONY CORP	28,767,469	$3.05B	2.1%	—	—	SPONSORED ADR	835699307
GOOGL	ALPHABET INC	1,392,858	$2.873B	2.0%	—	—	CAP STK CL A	02079K305
KLAC	KLA CORP	8,439,209	$2.788B	1.9%	—	—	COM NEW	482480100
TSLA	TESLA INC	4,133,680	$2.761B	1.9%	—	—	COM	88160R101
AZN	ASTRAZENECA PLC	49,913,226	$2.482B	1.7%	—	—	SPONSORED ADR	046353108
INTC	INTEL CORP	34,208,675	$2.189B	1.5%	—	—	COM	458140100
BIDU	BAIDU INC	9,434,879	$2.053B	1.4%	—	—	SPON ADR REP A	056752108
TMO	THERMO FISHER SCIENTIFIC INC	4,487,174	$2.048B	1.4%	—	—	COM	883556102
JPM	JPMORGAN CHASE & CO	13,447,955	$2.047B	1.4%	—	—	COM	46625H100
WFC	WELLS FARGO CO NEW	49,715,260	$1.942B	1.4%	—	—	COM	949746101
GOOG	ALPHABET INC	932,309	$1.929B	1.3%	—	—	CAP STK CL C	02079K107
SCHW	SCHWAB CHARLES CORP	29,412,279	$1.917B	1.3%	—	—	COM	808513105
NTAP	NETAPP INC	25,901,522	$1.882B	1.3%	—	—	COM	64110D104
NVS	NOVARTIS AG	20,543,800	$1.756B	1.2%	—	—	SPONSORED ADR	66987V109
BSX	BOSTON SCIENTIFIC CORP	41,012,340	$1.585B	1.1%	—	—	COM	101137107
UAL	UNITED AIRLS HLDGS INC	27,419,431	$1.578B	1.1%	—	—	COM	910047109
BAC	BK OF AMERICA CORP	40,756,131	$1.577B	1.1%	—	—	COM	060505104
ERIC	ERICSSON	112,881,472	$1.489B	1.0%	—	—	ADR B SEK 10	294821608
ACM	AECOM	21,947,404	$1.407B	1.0%	—	—	COM	00766T100
ROST	ROSS STORES INC	11,642,189	$1.396B	1.0%	—	—	COM	778296103
BMRN	BIOMARIN PHARMACEUTICAL INC	18,157,794	$1.371B	1.0%	—	—	COM	09061G101
ONC	BEIGENE LTD	3,888,839	$1.354B	0.9%	—	—	SPONSORED ADR	07725L102
AMZN	AMAZON COM INC	400,175	$1.238B	0.9%	—	—	COM	023135106
WHR	WHIRLPOOL CORP	5,584,425	$1.231B	0.9%	—	—	COM	963320106
QCOM	QUALCOMM INC	9,275,398	$1.23B	0.9%	—	—	COM	747525103
BMY	BRISTOL-MYERS SQUIBB CO	19,236,965	$1.214B	0.8%	—	—	COM	110122108
FLEX	FLEX LTD	60,358,352	$1.105B	0.8%	—	—	ORD	Y2573F102
KMX	CARMAX INC	8,104,533	$1.075B	0.7%	—	—	COM	143130102
AAL	AMERICAN AIRLS GROUP INC	44,141,626	$1.055B	0.7%	—	—	COM	02376R102
DAL	DELTA AIR LINES INC DEL	21,614,472	$1.044B	0.7%	—	—	COM NEW	247361702
TJX	TJX COS INC NEW	14,838,448	$982M	0.7%	—	—	COM	872540109
HPE	HEWLETT PACKARD ENTERPRISE C	61,768,688	$972M	0.7%	—	—	COM	42824C109
INTU	INTUIT	2,488,541	$953M	0.7%	—	—	COM	461202103
MAT	MATTEL INC	47,188,269	$940M	0.7%	—	—	COM	577081102
ELAN	ELANCO ANIMAL HEALTH INC	31,563,211	$930M	0.6%	—	—	COM	28414H103
—	JACOBS ENGR GROUP INC	7,083,497	$916M	0.6%	—	—	COM	469814107
HPQ	HP INC	28,720,841	$912M	0.6%	—	—	COM	40434L105
MS	MORGAN STANLEY	11,635,628	$904M	0.6%	—	—	COM NEW	617446448
CAT	CATERPILLAR INC	3,681,535	$854M	0.6%	—	—	COM	149123101
V	VISA INC	3,744,119	$793M	0.6%	—	—	COM CL A	92826C839
—	PIONEER NAT RES CO	4,972,796	$790M	0.6%	—	—	COM	723787107
MRSH	MARSH & MCLENNAN COS INC	6,418,035	$782M	0.5%	—	—	COM	571748102
—	SPLUNK INC	5,680,450	$770M	0.5%	—	—	COM	848637104
ABT	ABBOTT LABS	6,355,577	$762M	0.5%	—	—	COM	002824100
ORCL	ORACLE CORP	10,211,050	$717M	0.5%	—	—	COM	68389X105
ADI	ANALOG DEVICES INC	4,589,435	$712M	0.5%	—	—	COM	032654105
UNP	UNION PAC CORP	3,214,712	$709M	0.5%	—	—	COM	907818108
—	SEAGEN INC	5,008,195	$695M	0.5%	—	—	COM	81181C104
NVDA	NVIDIA CORPORATION	1,290,300	$689M	0.5%	—	—	COM	67066G104
DIS	DISNEY WALT CO	3,697,807	$682M	0.5%	—	—	COM	254687106
RJF	RAYMOND JAMES FINL INC	5,469,585	$670M	0.5%	—	—	COM	754730109
—	HESS CORP	9,458,225	$669M	0.5%	—	—	COM	42809H107
AMAT	APPLIED MATLS INC	5,000,135	$668M	0.5%	—	—	COM	038222105
PYPL	PAYPAL HLDGS INC	2,592,215	$629M	0.4%	—	—	COM	70450Y103
—	ABIOMED INC	1,918,072	$611M	0.4%	—	—	COM	003654100
ZBH	ZIMMER BIOMET HOLDINGS INC	3,507,810	$562M	0.4%	—	—	COM	98956P102
—	ACTIVISION BLIZZARD INC	6,032,485	$561M	0.4%	—	—	COM	00507V109
—	L BRANDS INC	9,020,574	$558M	0.4%	—	—	COM	501797104
ASML	ASML HOLDING N V	894,487	$552M	0.4%	—	—	N Y REGISTRY SHS	N07059210
ALB	ALBEMARLE CORP	3,709,155	$542M	0.4%	—	—	COM	012653101
OLED	UNIVERSAL DISPLAY CORP	2,254,259	$534M	0.4%	—	—	COM	91347P105
TRMB	TRIMBLE INC	6,788,665	$528M	0.4%	—	—	COM	896239100
BNTX	BIONTECH SE	4,821,718	$526M	0.4%	—	—	SPONSORED ADS	09075V102
UPS	UNITED PARCEL SERVICE INC	3,075,543	$523M	0.4%	—	—	CL B	911312106
GLW	CORNING INC	11,759,225	$512M	0.4%	—	—	COM	219350105
CSCO	CISCO SYS INC	9,260,765	$479M	0.3%	—	—	COM	17275R102
RCL	ROYAL CARIBBEAN GROUP	5,436,031	$465M	0.3%	—	—	COM	V7780T103
—	DISCOVER FINL SVCS	4,444,344	$422M	0.3%	—	—	COM	254709108
NTRS	NORTHERN TR CORP	3,967,897	$417M	0.3%	—	—	COM	665859104
ENTG	ENTEGRIS INC	3,662,941	$410M	0.3%	—	—	COM	29362U104
—	FIBROGEN INC	11,771,758	$409M	0.3%	—	—	COM	31572Q808
META	FACEBOOK INC	1,365,135	$402M	0.3%	—	—	CL A	30303M102
PODD	INSULET CORP	1,515,880	$396M	0.3%	—	—	COM	45784P101
CCL	CARNIVAL CORP	14,780,427	$392M	0.3%	—	—	UNIT 99/99/9999	143658300
A	AGILENT TECHNOLOGIES INC	2,971,711	$378M	0.3%	—	—	COM	00846U101
BB	BLACKBERRY LTD	44,046,890	$371M	0.3%	—	—	COM	09228F103
—	NEKTAR THERAPEUTICS	18,165,369	$363M	0.3%	—	—	COM	640268108
TDG	TRANSDIGM GROUP INC	613,594	$361M	0.3%	—	—	COM	893641100
C	CITIGROUP INC	4,930,346	$359M	0.3%	—	—	COM NEW	172967424
ALK	ALASKA AIR GROUP INC	5,113,047	$354M	0.2%	—	—	COM	011659109
TXT	TEXTRON INC	6,298,760	$353M	0.2%	—	—	COM	883203101
IRBTQ	IROBOT CORP	2,851,213	$348M	0.2%	—	—	COM	462726100
CVS	CVS HEALTH CORP	4,507,205	$339M	0.2%	—	—	COM	126650100
JBLU	JETBLUE AWYS CORP	16,621,725	$338M	0.2%	—	—	COM	477143101
AAPL	APPLE INC	2,721,300	$332M	0.2%	—	—	COM	037833100
LIVN	LIVANOVA PLC	4,022,685	$297M	0.2%	—	—	SHS	G5509L101
DSGX	DESCARTES SYS GROUP INC	4,629,265	$282M	0.2%	—	—	COM	249906108
ILMN	ILLUMINA INC	727,483	$279M	0.2%	—	—	COM	452327109
—	CREE INC	2,582,750	$279M	0.2%	—	—	COM	225447101
USB	US BANCORP DEL	4,961,850	$274M	0.2%	—	—	COM NEW	902973304
—	NUANCE COMMUNICATIONS INC	5,997,734	$262M	0.2%	—	—	COM	67020Y100
MDT	MEDTRONIC PLC	2,143,360	$253M	0.2%	—	—	SHS	G5960L103
GS	GOLDMAN SACHS GROUP INC	773,750	$253M	0.2%	—	—	COM	38141G104
LYFT	LYFT INC	3,893,371	$246M	0.2%	—	—	CL A COM	55087P104
—	PLANTRONICS INC NEW	6,070,550	$236M	0.2%	—	—	COM	727493108
EOG	EOG RES INC	3,217,629	$233M	0.2%	—	—	COM	26875P101
XNCR	XENCOR INC	5,312,722	$229M	0.2%	—	—	COM	98401F105
KEYS	KEYSIGHT TECHNOLOGIES INC	1,593,385	$228M	0.2%	—	—	COM	49338L103
CME	CME GROUP INC	1,101,430	$225M	0.2%	—	—	COM	12572Q105
RVTY	PERKINELMER INC	1,696,691	$218M	0.2%	—	—	COM	714046109
CARR	CARRIER GLOBAL CORPORATION	5,085,752	$215M	0.1%	—	—	COM	14448C104
CW	CURTISS WRIGHT CORP	1,799,400	$213M	0.1%	—	—	COM	231561101
TMUS	T-MOBILE US INC	1,628,449	$204M	0.1%	—	—	COM	872590104
GD	GENERAL DYNAMICS CORP	1,123,508	$204M	0.1%	—	—	COM	369550108
JBL	JABIL INC	3,899,800	$203M	0.1%	—	—	COM	466313103
EW	EDWARDS LIFESCIENCES CORP	2,425,500	$203M	0.1%	—	—	COM	28176E108
DE	DEERE & CO	523,880	$196M	0.1%	—	—	COM	244199105
CPRI	CAPRI HOLDINGS LIMITED	3,736,300	$191M	0.1%	—	—	SHS	G1890L107
MKTX	MARKETAXESS HLDGS INC	373,220	$186M	0.1%	—	—	COM	57060D108
CHTR	CHARTER COMMUNICATIONS INC N	295,650	$182M	0.1%	—	—	CL A	16119P108
DD	DUPONT DE NEMOURS INC	2,273,242	$176M	0.1%	—	—	COM	26614N102
RIG	TRANSOCEAN LTD	48,446,706	$172M	0.1%	—	—	REG SHS	H8817H100
TER	TERADYNE INC	1,410,975	$172M	0.1%	—	—	COM	880770102
EBAY	EBAY INC.	2,785,050	$171M	0.1%	—	—	COM	278642103
ADSK	AUTODESK INC	609,900	$169M	0.1%	—	—	COM	052769106
BURL	BURLINGTON STORES INC	562,250	$168M	0.1%	—	—	COM	122017106
PGR	PROGRESSIVE CORP	1,743,210	$167M	0.1%	—	—	COM	743315103
AME	AMETEK INC	1,301,340	$166M	0.1%	—	—	COM	031100100
NWL	NEWELL BRANDS INC	6,046,950	$162M	0.1%	—	—	COM	651229106
DOW	DOW INC	2,516,297	$161M	0.1%	—	—	COM	260557103
CHGG	CHEGG INC	1,877,500	$161M	0.1%	—	—	COM	163092109
XPEV	XPENG INC	4,329,590	$158M	0.1%	—	—	ADS	98422D105
MXL	MAXLINEAR INC	4,571,432	$156M	0.1%	—	—	COM	57776J100
CSX	CSX CORP	1,589,100	$153M	0.1%	—	—	COM	126408103
MAR	MARRIOTT INTL INC NEW	1,034,096	$153M	0.1%	—	—	CL A	571903202
FORM	FORMFACTOR INC	3,336,659	$151M	0.1%	—	—	COM	346375108
—	EPIZYME INC	15,237,127	$133M	0.1%	—	—	COM	29428V104
RYTM	RHYTHM PHARMACEUTICALS INC	6,005,593	$128M	0.1%	—	—	COM	76243J105
ALKS	ALKERMES PLC	6,670,490	$125M	0.1%	—	—	SHS	G01767105
EA	ELECTRONIC ARTS INC	913,325	$124M	0.1%	—	—	COM	285512109
WEX	WEX INC	566,350	$118M	0.1%	—	—	COM	96208T104
IQV	IQVIA HLDGS INC	610,847	$118M	0.1%	—	—	COM	46266C105
SSYS	STRATASYS LTD	4,519,999	$117M	0.1%	—	—	SHS	M85548101
DLTR	DOLLAR TREE INC	1,018,500	$117M	0.1%	—	—	COM	256746108
SYK	STRYKER CORPORATION	478,400	$117M	0.1%	—	—	COM	863667101
HUBS	HUBSPOT INC	256,492	$117M	0.1%	—	—	COM	443573100
FCX	FREEPORT-MCMORAN INC	3,531,800	$116M	0.1%	—	—	CL B	35671D857
PINS	PINTEREST INC	1,560,800	$116M	0.1%	—	—	CL A	72352L106
OTIS	OTIS WORLDWIDE CORP	1,687,098	$115M	0.1%	—	—	COM	68902V107
CRL	CHARLES RIV LABS INTL INC	370,260	$107M	0.1%	—	—	COM	159864107
WDC	WESTERN DIGITAL CORP.	1,587,487	$106M	0.1%	—	—	COM	958102105
CTVA	CORTEVA INC	2,155,691	$100M	0.1%	—	—	COM	22052L104
MA	MASTERCARD INCORPORATED	281,100	$100M	0.1%	—	—	CL A	57636Q104
ACLS	AXCELIS TECHNOLOGIES INC	2,334,800	$95.94M	0.1%	—	—	COM NEW	054540208
—	VMWARE INC	635,875	$95.67M	0.1%	—	—	CL A COM	928563402
SYY	SYSCO CORP	1,203,700	$94.78M	0.1%	—	—	COM	871829107
IEX	IDEX CORP	443,000	$92.73M	0.1%	—	—	COM	45167R104
CTRA	CABOT OIL & GAS CORP	4,912,250	$92.25M	0.1%	—	—	COM	127097103
NTNX	NUTANIX INC	3,443,485	$91.46M	0.1%	—	—	CL A	67059N108
FIS	FIDELITY NATL INFORMATION SV	643,100	$90.43M	0.1%	—	—	COM	31620M106
QSR	RESTAURANT BRANDS INTL INC	1,390,900	$90.41M	0.1%	—	—	COM	76131D103
MRK	MERCK & CO. INC	1,171,400	$90.3M	0.1%	—	—	COM	58933Y105
LYV	LIVE NATION ENTERTAINMENT IN	1,038,265	$87.89M	0.1%	—	—	COM	538034109
TTWO	TAKE-TWO INTERACTIVE SOFTWAR	484,220	$85.56M	0.1%	—	—	COM	874054109
RTX	RAYTHEON TECHNOLOGIES CORP	1,097,262	$84.78M	0.1%	—	—	COM	75513E101
—	LINDE PLC	297,500	$83.34M	0.1%	—	—	SHS	G5494J103
TW	TRADEWEB MKTS INC	1,056,905	$78.21M	0.1%	—	—	CL A	892672106
EXAS	EXACT SCIENCES CORP	584,800	$77.06M	0.1%	—	—	COM	30063P105
ROK	ROCKWELL AUTOMATION INC	290,220	$77.04M	0.1%	—	—	COM	773903109
HLT	HILTON WORLDWIDE HLDGS INC	625,465	$75.63M	0.1%	—	—	COM	43300A203
VLO	VALERO ENERGY CORP	1,042,900	$74.67M	0.1%	—	—	COM	91913Y100
NCLH	NORWEGIAN CRUISE LINE HLDG L	2,696,970	$74.41M	0.1%	—	—	SHS	G66721104
U	UNITY SOFTWARE INC	710,950	$71.31M	0.0%	—	—	COM	91332U101
LVS	LAS VEGAS SANDS CORP	1,168,900	$71.02M	0.0%	—	—	COM	517834107
NMIH	NMI HLDGS INC	2,968,349	$70.17M	0.0%	—	—	CL A	629209305
SNY	SANOFI	1,392,590	$68.88M	0.0%	—	—	SPONSORED ADR	80105N105
LHX	L3HARRIS TECHNOLOGIES INC	324,800	$65.83M	0.0%	—	—	COM	502431109
ALC	ALCON AG	931,928	$65.4M	0.0%	—	—	ORD SHS	H01301128
CRNC	CERENCE INC	724,160	$64.87M	0.0%	—	—	COM	156727109
PANW	PALO ALTO NETWORKS INC	199,339	$64.2M	0.0%	—	—	COM	697435105
MO	ALTRIA GROUP INC	1,251,624	$64.03M	0.0%	—	—	COM	02209S103
ODFL	OLD DOMINION FREIGHT LINE IN	257,150	$61.82M	0.0%	—	—	COM	679580100
CERS	CERUS CORP	10,187,200	$61.23M	0.0%	—	—	COM	157085101
—	ALTAIR ENGR INC	965,300	$60.4M	0.0%	—	—	COM CL A	021369103
ZNTL	ZENTALIS PHARMACEUTICALS INC	1,335,430	$57.94M	0.0%	—	—	COM	98943L107
—	PROS HOLDINGS INC	1,319,543	$56.08M	0.0%	—	—	COM	74346Y103
RNG	RINGCENTRAL INC	184,750	$55.03M	0.0%	—	—	CL A	76680R206
RYAAY	RYANAIR HOLDINGS PLC	478,200	$54.99M	0.0%	—	—	SPONSORED ADS	783513203
LUNG	PULMONX CORP	1,192,000	$54.52M	0.0%	—	—	COM	745848101
LOW	LOWES COS INC	282,000	$53.63M	0.0%	—	—	COM	548661107
MCD	MCDONALDS CORP	236,500	$53.01M	0.0%	—	—	COM	580135101
UBER	UBER TECHNOLOGIES INC	968,250	$52.78M	0.0%	—	—	COM	90353T100
HON	HONEYWELL INTL INC	240,000	$52.1M	0.0%	—	—	COM	438516106
CMCSA	COMCAST CORP NEW	942,707	$51.01M	0.0%	—	—	CL A	20030N101
—	SOUTHWESTERN ENERGY CO	10,548,550	$49.05M	0.0%	—	—	COM	845467109
CRWD	CROWDSTRIKE HLDGS INC	256,415	$46.8M	0.0%	—	—	CL A	22788C105
—	SHOCKWAVE MED INC	356,987	$46.5M	0.0%	—	—	COM	82489T104
ALLO	ALLOGENE THERAPEUTICS INC	1,305,400	$46.08M	0.0%	—	—	COM	019770106
PNR	PENTAIR PLC	716,500	$44.65M	0.0%	—	—	SHS	G7S00T104
—	TURNING POINT THERAPEUTICS I	466,240	$44.1M	0.0%	—	—	COM	90041T108
DELL	DELL TECHNOLOGIES INC	474,470	$41.83M	0.0%	—	—	CL C	24703L202
AXON	AXON ENTERPRISE INC	271,700	$38.7M	0.0%	—	—	COM	05464C101
LASR	NLIGHT INC	1,180,874	$38.26M	0.0%	—	—	COM	65487K100
MDB	MONGODB INC	142,900	$38.22M	0.0%	—	—	CL A	60937P106
BJ	BJS WHSL CLUB HLDGS INC	846,040	$37.95M	0.0%	—	—	COM	05550J101
OSIS	OSI SYSTEMS INC	382,850	$36.79M	0.0%	—	—	COM	671044105
GKOS	GLAUKOS CORP	436,300	$36.62M	0.0%	—	—	COM	377322102
NNBR	NN INC	5,054,691	$35.74M	0.0%	—	—	COM	629337106
—	ARENA PHARMACEUTICALS INC	504,090	$34.98M	0.0%	—	—	COM NEW	040047607
XPO	XPO LOGISTICS INC	281,300	$34.68M	0.0%	—	—	COM	983793100
ROCK	GIBRALTAR INDS INC	374,900	$34.31M	0.0%	—	—	COM	374689107
IMAX	IMAX CORP	1,625,412	$32.67M	0.0%	—	—	COM	45245E109
MGM	MGM RESORTS INTERNATIONAL	856,900	$32.55M	0.0%	—	—	COM	552953101
NSC	NORFOLK SOUTHN CORP	118,500	$31.82M	0.0%	—	—	COM	655844108
VFC	V F CORP	388,400	$31.04M	0.0%	—	—	COM	918204108
TSN	TYSON FOODS INC	415,900	$30.9M	0.0%	—	—	CL A	902494103
—	MAXAR TECHNOLOGIES INC	814,400	$30.8M	0.0%	—	—	COM	57778K105
ARLO	ARLO TECHNOLOGIES INC	4,879,440	$30.64M	0.0%	—	—	COM	04206A101
AMBA	AMBARELLA INC	296,000	$29.71M	0.0%	—	—	SHS	G037AX101
LPLA	LPL FINL HLDGS INC	204,000	$29M	0.0%	—	—	COM	50212V100
AMH	AMERICAN HOMES 4 RENT	869,200	$28.98M	0.0%	—	—	CL A	02665T306
DASH	DOORDASH INC	216,580	$28.4M	0.0%	—	—	CL A	25809K105
CRM	SALESFORCE COM INC	130,000	$27.54M	0.0%	—	—	COM	79466L302
OPTU	ALTICE USA INC	836,800	$27.22M	0.0%	—	—	CL A	02156K103
KEX	KIRBY CORP	450,100	$27.13M	0.0%	—	—	COM	497266106
—	COLFAX CORP	614,600	$26.93M	0.0%	—	—	COM	194014106
WVE	WAVE LIFE SCIENCES LTD	4,665,950	$26.18M	0.0%	—	—	SHS	Y95308105
MATX	MATSON INC	392,292	$26.17M	0.0%	—	—	COM	57686G105
—	NUVASIVE INC	399,000	$26.16M	0.0%	—	—	COM	670704105
—	CALITHERA BIOSCIENCES INC	10,333,700	$25.01M	0.0%	—	—	COM	13089P101
NVT	NVENT ELECTRIC PLC	887,900	$24.78M	0.0%	—	—	SHS	G6700G107
LAB	FLUIDIGM CORP DEL	5,420,743	$24.5M	0.0%	—	—	COM	34385P108
ULTA	ULTA BEAUTY INC	75,300	$23.28M	0.0%	—	—	COM	90384S303
BBIO	BRIDGEBIO PHARMA INC	355,237	$21.88M	0.0%	—	—	COM	10806X102
GH	GUARDANT HEALTH INC	140,952	$21.52M	0.0%	—	—	COM	40131M109
FOLD	AMICUS THERAPEUTICS INC	2,130,000	$21.04M	0.0%	—	—	COM	03152W109
—	COMSCORE INC	5,487,965	$20.09M	0.0%	—	—	COM	20564W105
—	MASONITE INTL CORP	173,500	$19.99M	0.0%	—	—	COM	575385109
—	GLAXOSMITHKLINE PLC	559,300	$19.96M	0.0%	—	—	SPONSORED ADR	37733W105
—	GAN LTD	1,083,200	$19.71M	0.0%	—	—	ORD SHS	G3728V109
ARE	ALEXANDRIA REAL ESTATE EQ IN	119,500	$19.63M	0.0%	—	—	COM	015271109
SPHR	MADISON SQUARE GRDN ENTERTNM	215,873	$17.66M	0.0%	—	—	CL A	55826T102
—	PERSPECTA INC	580,564	$16.86M	0.0%	—	—	COM	715347100
MASS	908 DEVICES INC	328,600	$15.94M	0.0%	—	—	COM	65443P102
GTM	ZOOMINFO TECHNOLOGIES INC	319,089	$15.6M	0.0%	—	—	COM CL A	98980F104
RPD	RAPID7 INC	206,700	$15.42M	0.0%	—	—	COM	753422104
MTLS	MATERIALISE NV	403,724	$14.51M	0.0%	—	—	SPONSORED ADS	57667T100
CVGW	CALAVO GROWERS INC	183,400	$14.24M	0.0%	—	—	COM	128246105
SAIC	SCIENCE APPLICATIONS INTL CO	167,800	$14.03M	0.0%	—	—	COM	808625107
PEN	PENUMBRA INC	51,590	$13.96M	0.0%	—	—	COM	70975L107
PM	PHILIP MORRIS INTL INC	155,000	$13.76M	0.0%	—	—	COM	718172109
SNAP	SNAP INC	253,600	$13.26M	0.0%	—	—	CL A	83304A106
—	SPIRIT AIRLS INC	340,700	$12.57M	0.0%	—	—	COM	848577102
OSUR	ORASURE TECHNOLOGIES INC	1,077,170	$12.57M	0.0%	—	—	COM	68554V108
MGNI	MAGNITE INC	300,000	$12.48M	0.0%	—	—	COM	55955D100
—	SERVICESOURCE INTL INC	8,368,633	$12.3M	0.0%	—	—	COM	81763U100
CCJ	CAMECO CORP	736,700	$12.24M	0.0%	—	—	COM	13321L108
—	CYBERARK SOFTWARE LTD	93,600	$12.11M	0.0%	—	—	SHS	M2682V108
—	SANDERSON FARMS INC	76,700	$11.95M	0.0%	—	—	COM	800013104
WAT	WATERS CORP	40,998	$11.65M	0.0%	—	—	COM	941848103
EPR	EPR PPTYS	247,889	$11.55M	0.0%	—	—	COM SH BEN INT	26884U109
WSC	WILLSCOT MOBIL MINI HLDNG CO	387,300	$10.75M	0.0%	—	—	COM CL A	971378104
HCAT	HEALTH CATALYST INC	222,015	$10.38M	0.0%	—	—	COM	42225T107
MTSI	MACOM TECH SOLUTIONS HLDGS I	156,200	$9.063M	0.0%	—	—	COM	55405Y100
—	HAWAIIAN HOLDINGS INC	326,100	$8.697M	0.0%	—	—	COM	419879101
ADPT	ADAPTIVE BIOTECHNOLOGIES COR	210,500	$8.475M	0.0%	—	—	COM	00650F109
—	VONAGE HLDGS CORP	703,400	$8.314M	0.0%	—	—	COM	92886T201
ORLY	OREILLY AUTOMOTIVE INC	16,000	$8.116M	0.0%	—	—	COM	67103H107
—	SKILLZ INC	426,100	$8.113M	0.0%	—	—	COM	83067L109
—	LIONS GATE ENTMNT CORP	592,900	$7.648M	0.0%	—	—	CL B NON VTG	535919500
ARAY	ACCURAY INC	1,537,900	$7.613M	0.0%	—	—	COM	004397105
AZO	AUTOZONE INC	5,275	$7.408M	0.0%	—	—	COM	053332102
DRI	DARDEN RESTAURANTS INC	51,800	$7.356M	0.0%	—	—	COM	237194105
—	OLINK HLDG AB	200,000	$7.2M	0.0%	—	—	SPONSORED ADS	680710100
—	IMMUNOGEN INC	846,127	$6.854M	0.0%	—	—	COM	45253H101
DOCU	DOCUSIGN INC	33,225	$6.726M	0.0%	—	—	COM	256163106
NOK	NOKIA CORP	1,664,883	$6.593M	0.0%	—	—	SPONSORED ADR	654902204
—	FARO TECHNOLOGIES INC	75,400	$6.527M	0.0%	—	—	COM	311642102
—	2U INC	169,700	$6.488M	0.0%	—	—	COM	90214J101
RMBS	RAMBUS INC DEL	318,048	$6.183M	0.0%	—	—	COM	750917106
STZ	CONSTELLATION BRANDS INC	25,700	$5.86M	0.0%	—	—	CL A	21036P108
DOC	HEALTHPEAK PROPERTIES INC	173,000	$5.491M	0.0%	—	—	COM	42250P103
CBOE	CBOE GLOBAL MKTS INC	55,200	$5.448M	0.0%	—	—	COM	12503M108
DMRC	DIGIMARC CORP NEW	175,846	$5.216M	0.0%	—	—	COM	25381B101
—	ENTERCOM COMMUNICATIONS CORP	924,300	$4.853M	0.0%	—	—	CL A	293639100
SEER	SEER INC	94,550	$4.729M	0.0%	—	—	COM CL A	81578P106
—	CORNERSTONE BLDG BRANDS INC	335,000	$4.7M	0.0%	—	—	COM	21925D109
BOOT	BOOT BARN HLDGS INC	75,000	$4.673M	0.0%	—	—	COM	099406100
FIVE	FIVE BELOW INC	23,200	$4.426M	0.0%	—	—	COM	33829M101
OMCL	OMNICELL COM	33,337	$4.329M	0.0%	—	—	COM	68213N109
—	PLURALSIGHT INC	189,400	$4.231M	0.0%	—	—	COM CL A	72941B106
FTI	TECHNIPFMC PLC	548,100	$4.231M	0.0%	—	—	COM	G87110105
—	MARRONE BIO INNOVATIONS INC	1,936,800	$4.048M	0.0%	—	—	COM	57165B106
SLB	SCHLUMBERGER LTD	145,800	$3.964M	0.0%	—	—	COM	806857108
—	DIEBOLD INC	269,760	$3.812M	0.0%	—	—	COM	253651103
NGVT	INGEVITY CORP	49,000	$3.701M	0.0%	—	—	COM	45688C107
AVO	MISSION PRODUCE INC	187,887	$3.572M	0.0%	—	—	COM	60510V108
—	TRIBUNE PUBG CO NEW	198,500	$3.571M	0.0%	—	—	COM	89609W107
UNH	UNITEDHEALTH GROUP INC	9,404	$3.499M	0.0%	—	—	COM	91324P102
GIL	GILDAN ACTIVEWEAR INC	108,340	$3.322M	0.0%	—	—	COM	375916103
—	AT HOME GROUP INC	112,100	$3.217M	0.0%	—	—	COM	04650Y100
CIEN	CIENA CORP	58,085	$3.178M	0.0%	—	—	COM NEW	171779309
ALGT	ALLEGIANT TRAVEL CO	12,300	$3.002M	0.0%	—	—	COM	01748X102
SNCY	SUN CTRY AIRLS HLDGS INC	86,800	$2.976M	0.0%	—	—	COM	866683105
NFLX	NETFLIX INC	5,500	$2.869M	0.0%	—	—	COM	64110L106
AXP	AMERICAN EXPRESS CO	18,800	$2.659M	0.0%	—	—	COM	025816109
OKTA	OKTA INC	11,200	$2.469M	0.0%	—	—	CL A	679295105
BYND	BEYOND MEAT INC	18,800	$2.446M	0.0%	—	—	COM	08862E109
NFE	NEW FORTRESS ENERGY INC	48,800	$2.24M	0.0%	—	—	COM CL A	644393100
AWI	ARMSTRONG WORLD INDS INC NEW	22,000	$1.982M	0.0%	—	—	COM	04247X102
GEF/B	GREIF INC	33,000	$1.889M	0.0%	—	—	CL B	397624206
ABUS	ARBUTUS BIOPHARMA CORP	500,000	$1.665M	0.0%	—	—	COM	03879J100
MREO	MEREO BIOPHARMA GROUP PLC	489,100	$1.648M	0.0%	—	—	ADS	589492107
CE	CELANESE CORP DEL	10,950	$1.64M	0.0%	—	—	COM	150870103
BE	BLOOM ENERGY CORP	57,600	$1.558M	0.0%	—	—	COM CL A	093712107
—	ANGI INC	115,000	$1.495M	0.0%	—	—	COM CL A NEW	00183L102
—	CERNER CORP	19,400	$1.394M	0.0%	—	—	COM	156782104
TXG	10X GENOMICS INC	7,650	$1.385M	0.0%	—	—	CL A COM	88025U109
PBH	PRESTIGE CONSMR HEALTHCARE I	31,400	$1.384M	0.0%	—	—	COM	74112D101
MSGS	MADISON SQUARE GRDN SPRT COR	6,873	$1.233M	0.0%	—	—	CL A	55825T103
ZM	ZOOM VIDEO COMMUNICATIONS IN	3,775	$1.213M	0.0%	—	—	CL A	98980L101
—	BERKELEY LTS INC	21,658	$1.088M	0.0%	—	—	COM	084310101
VLRS	CONTROLADORA VUELA COMP DE A	72,000	$1.027M	0.0%	—	—	SPON ADR RP 10	21240E105
—	ARISTA NETWORKS INC	3,150	$951K	0.0%	—	—	COM	040413106
—	SAFEHOLD INC	13,000	$911K	0.0%	—	—	COM	78645L100
JELD	JELD-WEN HLDG INC	28,900	$800K	0.0%	—	—	COM	47580P103
—	SIO GENE THERAPIES INC	52,325	$137K	0.0%	—	—	COMMON	829399104