Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
LLY	LILLY ELI & CO	33,959,267	$7.794B	5.2%	—	—	COM	532457108
BIIB	BIOGEN INC	16,458,506	$5.699B	3.8%	—	—	COM	09062X103
MSFT	MICROSOFT CORP	18,675,549	$5.059B	3.4%	—	—	COM	594918104
ADBE	ADOBE SYSTEMS INCORPORATED	7,323,998	$4.289B	2.9%	—	—	COM	00724F101
FDX	FEDEX CORP	13,794,161	$4.115B	2.8%	—	—	COM	31428X106
AMGN	AMGEN INC	16,249,072	$3.961B	2.7%	—	—	COM	031162100
TXN	TEXAS INSTRS INC	19,703,319	$3.789B	2.5%	—	—	COM	882508104
MU	MICRON TECHNOLOGY INC	43,652,263	$3.71B	2.5%	—	—	COM	595112103
BABA	ALIBABA GROUP HLDG LTD	15,635,272	$3.546B	2.4%	—	—	SPONSORED ADS	01609W102
GOOGL	ALPHABET INC	1,298,799	$3.171B	2.1%	—	—	CAP STK CL A	02079K305
LUV	SOUTHWEST AIRLS CO	56,511,976	$3B	2.0%	—	—	COM	844741108
AZN	ASTRAZENECA PLC	48,704,193	$2.917B	2.0%	—	—	SPONSORED ADR	046353108
TSLA	TESLA INC	4,061,465	$2.761B	1.9%	—	—	COM	88160R101
SONY	SONY GROUP CORPORATION	28,191,205	$2.741B	1.8%	—	—	SPONSORED ADR	835699307
KLAC	KLA CORP	8,105,984	$2.628B	1.8%	—	—	COM NEW	482480100
WFC	WELLS FARGO CO NEW	49,869,195	$2.259B	1.5%	—	—	COM	949746101
TMO	THERMO FISHER SCIENTIFIC INC	4,377,264	$2.208B	1.5%	—	—	COM	883556102
SCHW	SCHWAB CHARLES CORP	29,171,839	$2.124B	1.4%	—	—	COM	808513105
GOOG	ALPHABET INC	844,770	$2.117B	1.4%	—	—	CAP STK CL C	02079K107
JPM	JPMORGAN CHASE & CO	12,787,174	$1.989B	1.3%	—	—	COM	46625H100
INTC	INTEL CORP	34,918,555	$1.96B	1.3%	—	—	COM	458140100
BIDU	BAIDU INC	9,495,285	$1.936B	1.3%	—	—	SPON ADR REP A	056752108
NTAP	NETAPP INC	22,884,731	$1.872B	1.3%	—	—	COM	64110D104
NVS	NOVARTIS AG	19,281,850	$1.759B	1.2%	—	—	SPONSORED ADR	66987V109
BSX	BOSTON SCIENTIFIC CORP	40,020,445	$1.711B	1.1%	—	—	COM	101137107
BAC	BK OF AMERICA CORP	40,383,131	$1.665B	1.1%	—	—	COM	060505104
BMRN	BIOMARIN PHARMACEUTICAL INC	17,953,066	$1.498B	1.0%	—	—	COM	09061G101
ROST	ROSS STORES INC	11,454,649	$1.42B	1.0%	—	—	COM	778296103
UAL	UNITED AIRLS HLDGS INC	26,675,398	$1.395B	0.9%	—	—	COM	910047109
ACM	AECOM	21,693,401	$1.374B	0.9%	—	—	COM	00766T100
AMZN	AMAZON COM INC	398,620	$1.371B	0.9%	—	—	COM	023135106
ERIC	ERICSSON	107,261,357	$1.349B	0.9%	—	—	ADR B SEK 10	294821608
ONC	BEIGENE LTD	3,857,960	$1.324B	0.9%	—	—	SPONSORED ADR	07725L102
BMY	BRISTOL-MYERS SQUIBB CO	18,928,225	$1.265B	0.8%	—	—	COM	110122108
QCOM	QUALCOMM INC	8,741,608	$1.249B	0.8%	—	—	COM	747525103
INTU	INTUIT	2,358,066	$1.156B	0.8%	—	—	COM	461202103
WHR	WHIRLPOOL CORP	5,141,965	$1.121B	0.8%	—	—	COM	963320106
ELAN	ELANCO ANIMAL HEALTH INC	30,869,932	$1.071B	0.7%	—	—	COM	28414H103
FLEX	FLEX LTD	58,504,867	$1.045B	0.7%	—	—	ORD	Y2573F102
BNTX	BIONTECH SE	4,560,758	$1.021B	0.7%	—	—	SPONSORED ADS	09075V102
—	SPLUNK INC	6,867,151	$993M	0.7%	—	—	COM	848637104
TJX	TJX COS INC NEW	14,579,148	$983M	0.7%	—	—	COM	872540109
KMX	CARMAX INC	7,600,358	$982M	0.7%	—	—	COM	143130102
NVDA	NVIDIA CORPORATION	1,190,780	$953M	0.6%	—	—	COM	67066G104
MAT	MATTEL INC	46,552,539	$936M	0.6%	—	—	COM	577081102
—	JACOBS ENGR GROUP INC	6,957,202	$928M	0.6%	—	—	COM	469814107
MS	MORGAN STANLEY	10,043,973	$921M	0.6%	—	—	COM NEW	617446448
DAL	DELTA AIR LINES INC DEL	21,118,852	$914M	0.6%	—	—	COM NEW	247361702
AAL	AMERICAN AIRLS GROUP INC	43,021,546	$912M	0.6%	—	—	COM	02376R102
MRSH	MARSH & MCLENNAN COS INC	6,346,835	$893M	0.6%	—	—	COM	571748102
V	VISA INC	3,690,639	$863M	0.6%	—	—	COM CL A	92826C839
HPE	HEWLETT PACKARD ENTERPRISE C	57,621,273	$840M	0.6%	—	—	COM	42824C109
—	HESS CORP	9,420,935	$823M	0.6%	—	—	COM	42809H107
HPQ	HP INC	26,805,026	$809M	0.5%	—	—	COM	40434L105
—	PIONEER NAT RES CO	4,838,896	$786M	0.5%	—	—	COM	723787107
RJF	RAYMOND JAMES FINL INC	6,016,415	$782M	0.5%	—	—	COM	754730109
ADI	ANALOG DEVICES INC	4,531,475	$780M	0.5%	—	—	COM	032654105
ORCL	ORACLE CORP	10,006,800	$779M	0.5%	—	—	COM	68389X105
CAT	CATERPILLAR INC	3,556,145	$774M	0.5%	—	—	COM	149123101
—	SEAGEN INC	4,901,420	$774M	0.5%	—	—	COM	81181C104
PYPL	PAYPAL HLDGS INC	2,523,795	$736M	0.5%	—	—	COM	70450Y103
ABT	ABBOTT LABS	5,880,847	$682M	0.5%	—	—	COM	002824100
UNP	UNION PAC CORP	3,068,812	$675M	0.5%	—	—	COM	907818108
AMAT	APPLIED MATLS INC	4,593,435	$654M	0.4%	—	—	COM	038222105
DIS	DISNEY WALT CO	3,641,687	$640M	0.4%	—	—	COM	254687106
UPS	UNITED PARCEL SERVICE INC	3,034,343	$631M	0.4%	—	—	CL B	911312106
ALB	ALBEMARLE CORP	3,520,505	$593M	0.4%	—	—	COM	012653101
ASML	ASML HOLDING N V	840,554	$581M	0.4%	—	—	N Y REGISTRY SHS	N07059210
—	ABIOMED INC	1,856,792	$580M	0.4%	—	—	COM	003654100
ZBH	ZIMMER BIOMET HOLDINGS INC	3,600,490	$579M	0.4%	—	—	COM	98956P102
—	ACTIVISION BLIZZARD INC	5,614,000	$536M	0.4%	—	—	COM	00507V109
TRMB	TRIMBLE INC	6,321,558	$517M	0.3%	—	—	COM	896239100
BB	BLACKBERRY LTD	41,649,670	$509M	0.3%	—	—	COM	09228F103
OLED	UNIVERSAL DISPLAY CORP	2,277,609	$506M	0.3%	—	—	COM	91347P105
—	DISCOVER FINL SVCS	4,100,802	$485M	0.3%	—	—	COM	254709108
CSCO	CISCO SYS INC	8,957,190	$475M	0.3%	—	—	COM	17275R102
—	L BRANDS INC	6,367,064	$459M	0.3%	—	—	COM	501797104
NTRS	NORTHERN TR CORP	3,935,137	$455M	0.3%	—	—	COM	665859104
RCL	ROYAL CARIBBEAN GROUP	5,316,381	$453M	0.3%	—	—	COM	V7780T103
META	FACEBOOK INC	1,300,685	$452M	0.3%	—	—	CL A	30303M102
GLW	CORNING INC	11,013,987	$450M	0.3%	—	—	COM	219350105
ENTG	ENTEGRIS INC	3,517,941	$433M	0.3%	—	—	COM	29362U104
TXT	TEXTRON INC	6,187,630	$426M	0.3%	—	—	COM	883203101
A	AGILENT TECHNOLOGIES INC	2,862,741	$423M	0.3%	—	—	COM	00846U101
PODD	INSULET CORP	1,468,080	$403M	0.3%	—	—	COM	45784P101
TDG	TRANSDIGM GROUP INC	611,194	$396M	0.3%	—	—	COM	893641100
CCL	CARNIVAL CORP	14,588,627	$385M	0.3%	—	—	UNIT 99/99/9999	143658300
CVS	CVS HEALTH CORP	4,382,935	$366M	0.2%	—	—	COM	126650100
C	CITIGROUP INC	4,845,046	$343M	0.2%	—	—	COM NEW	172967424
LIVN	LIVANOVA PLC	4,023,725	$338M	0.2%	—	—	SHS	G5509L101
ILMN	ILLUMINA INC	712,848	$337M	0.2%	—	—	COM	452327109
—	FIBROGEN INC	12,543,548	$334M	0.2%	—	—	COM	31572Q808
AAPL	APPLE INC	2,332,800	$320M	0.2%	—	—	COM	037833100
—	NEKTAR THERAPEUTICS	18,081,772	$310M	0.2%	—	—	COM	640268108
ALK	ALASKA AIR GROUP INC	5,067,177	$306M	0.2%	—	—	COM	011659109
DSGX	DESCARTES SYS GROUP INC	4,355,165	$301M	0.2%	—	—	COM	249906108
—	NUANCE COMMUNICATIONS INC	5,435,324	$296M	0.2%	—	—	COM	67020Y100
XPEV	XPENG INC	6,646,677	$295M	0.2%	—	—	ADS	98422D105
GS	GOLDMAN SACHS GROUP INC	759,550	$288M	0.2%	—	—	COM	38141G104
USB	US BANCORP DEL	4,889,550	$279M	0.2%	—	—	COM NEW	902973304
JBLU	JETBLUE AWYS CORP	16,157,225	$271M	0.2%	—	—	COM	477143101
EOG	EOG RES INC	3,150,629	$263M	0.2%	—	—	COM	26875P101
LYFT	LYFT INC	4,201,931	$254M	0.2%	—	—	CL A COM	55087P104
—	PLANTRONICS INC NEW	6,087,150	$254M	0.2%	—	—	COM	727493108
IRBTQ	IROBOT CORP	2,714,213	$253M	0.2%	—	—	COM	462726100
EW	EDWARDS LIFESCIENCES CORP	2,425,500	$251M	0.2%	—	—	COM	28176E108
—	CREE INC	2,554,050	$250M	0.2%	—	—	COM	225447101
RVTY	PERKINELMER INC	1,603,855	$248M	0.2%	—	—	COM	714046109
CARR	CARRIER GLOBAL CORPORATION	5,055,152	$246M	0.2%	—	—	COM	14448C104
KEYS	KEYSIGHT TECHNOLOGIES INC	1,513,495	$234M	0.2%	—	—	COM	49338L103
CME	CME GROUP INC	1,096,130	$233M	0.2%	—	—	COM	12572Q105
JBL	JABIL INC	3,795,500	$221M	0.1%	—	—	COM	466313103
RIG	TRANSOCEAN LTD	48,045,306	$217M	0.1%	—	—	REG SHS	H8817H100
MDT	MEDTRONIC PLC	1,736,850	$216M	0.1%	—	—	SHS	G5960L103
CW	CURTISS WRIGHT CORP	1,791,980	$213M	0.1%	—	—	COM	231561101
TMUS	T-MOBILE US INC	1,462,931	$212M	0.1%	—	—	COM	872590104
CHTR	CHARTER COMMUNICATIONS INC N	293,670	$212M	0.1%	—	—	CL A	16119P108
CPRI	CAPRI HOLDINGS LIMITED	3,651,500	$209M	0.1%	—	—	SHS	G1890L107
GD	GENERAL DYNAMICS CORP	1,072,098	$202M	0.1%	—	—	COM	369550108
MKTX	MARKETAXESS HLDGS INC	426,060	$198M	0.1%	—	—	COM	57060D108
EBAY	EBAY INC.	2,765,150	$194M	0.1%	—	—	COM	278642103
MXL	MAXLINEAR INC	4,536,402	$193M	0.1%	—	—	COM	57776J100
XNCR	XENCOR INC	5,296,672	$183M	0.1%	—	—	COM	98401F105
DE	DEERE & CO	513,790	$181M	0.1%	—	—	COM	244199105
BURL	BURLINGTON STORES INC	557,250	$179M	0.1%	—	—	COM	122017106
ADSK	AUTODESK INC	608,000	$177M	0.1%	—	—	COM	052769106
TER	TERADYNE INC	1,320,930	$177M	0.1%	—	—	COM	880770102
DD	DUPONT DE NEMOURS INC	2,241,203	$173M	0.1%	—	—	COM	26614N102
AME	AMETEK INC	1,294,540	$173M	0.1%	—	—	COM	031100100
PGR	PROGRESSIVE CORP	1,711,900	$168M	0.1%	—	—	COM	743315103
ALKS	ALKERMES PLC	6,558,420	$161M	0.1%	—	—	SHS	G01767105
DOW	DOW INC	2,496,335	$158M	0.1%	—	—	COM	260557103
WEX	WEX INC	799,764	$155M	0.1%	—	—	COM	96208T104
NWL	NEWELL BRANDS INC	5,568,800	$153M	0.1%	—	—	COM	651229106
CHGG	CHEGG INC	1,829,700	$152M	0.1%	—	—	COM	163092109
IQV	IQVIA HLDGS INC	606,877	$147M	0.1%	—	—	COM	46266C105
HUBS	HUBSPOT INC	249,992	$146M	0.1%	—	—	COM	443573100
MAR	MARRIOTT INTL INC NEW	1,019,046	$139M	0.1%	—	—	CL A	571903202
OTIS	OTIS WORLDWIDE CORP	1,675,448	$137M	0.1%	—	—	COM	68902V107
CSX	CSX CORP	4,232,400	$136M	0.1%	—	—	COM	126408103
CRL	CHARLES RIV LABS INTL INC	365,510	$135M	0.1%	—	—	COM	159864107
DLTR	DOLLAR TREE INC	1,350,850	$134M	0.1%	—	—	COM	256746108
NTNX	NUTANIX INC	3,491,885	$133M	0.1%	—	—	CL A	67059N108
EA	ELECTRONIC ARTS INC	898,975	$129M	0.1%	—	—	COM	285512109
—	EPIZYME INC	15,287,477	$127M	0.1%	—	—	COM	29428V104
SYK	STRYKER CORPORATION	475,000	$123M	0.1%	—	—	COM	863667101
RYTM	RHYTHM PHARMACEUTICALS INC	6,153,691	$120M	0.1%	—	—	COM	76243J105
FCX	FREEPORT-MCMORAN INC	3,221,400	$120M	0.1%	—	—	CL B	35671D857
FORM	FORMFACTOR INC	3,208,892	$117M	0.1%	—	—	COM	346375108
PINS	PINTEREST INC	1,479,200	$117M	0.1%	—	—	CL A	72352L106
SYY	SYSCO CORP	1,475,200	$115M	0.1%	—	—	COM	871829107
SSYS	STRATASYS LTD	4,358,699	$113M	0.1%	—	—	SHS	M85548101
WDC	WESTERN DIGITAL CORP.	1,579,427	$112M	0.1%	—	—	COM	958102105
MA	MASTERCARD INCORPORATED	278,550	$102M	0.1%	—	—	CL A	57636Q104
IEX	IDEX CORP	431,540	$94.96M	0.1%	—	—	COM	45167R104
CTVA	CORTEVA INC	2,103,571	$93.29M	0.1%	—	—	COM	22052L104
ALLO	ALLOGENE THERAPEUTICS INC	3,577,030	$93.29M	0.1%	—	—	COM	019770106
ACLS	AXCELIS TECHNOLOGIES INC	2,294,630	$92.75M	0.1%	—	—	COM NEW	054540208
FIS	FIDELITY NATL INFORMATION SV	652,400	$92.43M	0.1%	—	—	COM	31620M106
LYV	LIVE NATION ENTERTAINMENT IN	1,043,285	$91.38M	0.1%	—	—	COM	538034109
QSR	RESTAURANT BRANDS INTL INC	1,390,900	$89.63M	0.1%	—	—	COM	76131D103
TW	TRADEWEB MKTS INC	1,055,705	$89.27M	0.1%	—	—	CL A	892672106
TTWO	TAKE-TWO INTERACTIVE SOFTWAR	503,570	$89.14M	0.1%	—	—	COM	874054109
—	VMWARE INC	545,600	$87.28M	0.1%	—	—	CL A COM	928563402
LUNG	PULMONX CORP	1,959,343	$86.45M	0.1%	—	—	COM	745848101
—	LINDE PLC	285,500	$82.54M	0.1%	—	—	SHS	G5494J103
ROK	ROCKWELL AUTOMATION INC	287,830	$82.33M	0.1%	—	—	COM	773903109
RTX	RAYTHEON TECHNOLOGIES CORP	947,462	$80.83M	0.1%	—	—	COM	75513E101
CTRA	CABOT OIL & GAS CORP	4,608,550	$80.47M	0.1%	—	—	COM	127097103
VLO	VALERO ENERGY CORP	1,016,100	$79.34M	0.1%	—	—	COM	91913Y100
NCLH	NORWEGIAN CRUISE LINE HLDG L	2,619,070	$77.03M	0.1%	—	—	SHS	G66721104
U	UNITY SOFTWARE INC	693,224	$76.14M	0.1%	—	—	COM	91332U101
PANW	PALO ALTO NETWORKS INC	198,479	$73.65M	0.0%	—	—	COM	697435105
SNY	SANOFI	1,380,110	$72.68M	0.0%	—	—	SPONSORED ADR	80105N105
CRNC	CERENCE INC	679,611	$72.52M	0.0%	—	—	COM	156727109
ZNTL	ZENTALIS PHARMACEUTICALS INC	1,348,610	$71.75M	0.0%	—	—	COM	98943L107
HLT	HILTON WORLDWIDE HLDGS INC	593,565	$71.6M	0.0%	—	—	COM	43300A203
EXAS	EXACT SCIENCES CORP	575,800	$71.58M	0.0%	—	—	COM	30063P105
—	SHOCKWAVE MED INC	356,900	$67.72M	0.0%	—	—	COM	82489T104
LHX	L3HARRIS TECHNOLOGIES INC	311,100	$67.24M	0.0%	—	—	COM	502431109
ALC	ALCON AG	913,618	$64.19M	0.0%	—	—	ORD SHS	H01301128
—	ALTAIR ENGR INC	912,980	$62.97M	0.0%	—	—	COM CL A	021369103
ODFL	OLD DOMINION FREIGHT LINE IN	247,650	$62.85M	0.0%	—	—	COM	679580100
CRWD	CROWDSTRIKE HLDGS INC	247,615	$62.23M	0.0%	—	—	CL A	22788C105
LVS	LAS VEGAS SANDS CORP	1,171,900	$61.75M	0.0%	—	—	COM	517834107
NMIH	NMI HLDGS INC	2,684,549	$60.35M	0.0%	—	—	CL A	629209305
—	SOUTHWESTERN ENERGY CO	10,597,325	$60.09M	0.0%	—	—	COM	845467109
CERS	CERUS CORP	10,118,100	$59.8M	0.0%	—	—	COM	157085101
MO	ALTRIA GROUP INC	1,251,624	$59.68M	0.0%	—	—	COM	02209S103
—	PROS HOLDINGS INC	1,294,253	$58.98M	0.0%	—	—	COM	74346Y103
LOW	LOWES COS INC	282,000	$54.7M	0.0%	—	—	COM	548661107
MCD	MCDONALDS CORP	236,500	$54.63M	0.0%	—	—	COM	580135101
RNG	RINGCENTRAL INC	184,950	$53.74M	0.0%	—	—	CL A	76680R206
HON	HONEYWELL INTL INC	240,000	$52.64M	0.0%	—	—	COM	438516106
MDB	MONGODB INC	142,900	$51.66M	0.0%	—	—	CL A	60937P106
RYAAY	RYANAIR HOLDINGS PLC	462,600	$50.06M	0.0%	—	—	SPONSORED ADS	783513203
PNR	PENTAIR PLC	713,810	$48.17M	0.0%	—	—	SHS	G7S00T104
UBER	UBER TECHNOLOGIES INC	956,250	$47.93M	0.0%	—	—	COM	90353T100
CMCSA	COMCAST CORP NEW	824,307	$47M	0.0%	—	—	CL A	20030N101
DELL	DELL TECHNOLOGIES INC	471,429	$46.99M	0.0%	—	—	CL C	24703L202
AXON	AXON ENTERPRISE INC	262,000	$46.32M	0.0%	—	—	COM	05464C101
—	GAN LTD	2,769,532	$45.53M	0.0%	—	—	SHS	G3728V109
XPO	XPO LOGISTICS INC	324,300	$45.37M	0.0%	—	—	COM	983793100
LASR	NLIGHT INC	1,187,524	$43.08M	0.0%	—	—	COM	65487K100
—	TURNING POINT THERAPEUTICS I	521,560	$40.69M	0.0%	—	—	COM	90041T108
MRK	MERCK & CO INC	520,700	$40.49M	0.0%	—	—	COM	58933Y105
BJ	BJS WHSL CLUB HLDGS INC	845,700	$40.24M	0.0%	—	—	COM	05550J101
OSIS	OSI SYSTEMS INC	379,950	$38.62M	0.0%	—	—	COM	671044105
GKOS	GLAUKOS CORP	444,500	$37.71M	0.0%	—	—	COM	377322102
ARLO	ARLO TECHNOLOGIES INC	5,435,270	$36.8M	0.0%	—	—	COM	04206A101
MGM	MGM RESORTS INTERNATIONAL	856,450	$36.53M	0.0%	—	—	COM	552953101
DASH	DOORDASH INC	202,620	$36.13M	0.0%	—	—	CL A	25809K105
SPHR	MADISON SQUARE GRDN ENTERTNM	427,001	$35.85M	0.0%	—	—	CL A	55826T102
—	MAXAR TECHNOLOGIES INC	897,240	$35.82M	0.0%	—	—	COM	57778K105
AMBA	AMBARELLA INC	318,200	$33.93M	0.0%	—	—	SHS	G037AX101
—	ARENA PHARMACEUTICALS INC	496,800	$33.88M	0.0%	—	—	COM NEW	040047607
LAB	FLUIDIGM CORP DEL	5,342,153	$32.91M	0.0%	—	—	COM	34385P108
CRM	SALESFORCE COM INC	130,000	$31.75M	0.0%	—	—	COM	79466L302
NSC	NORFOLK SOUTHN CORP	117,100	$31.08M	0.0%	—	—	COM	655844108
WVE	WAVE LIFE SCIENCES LTD	4,587,566	$30.55M	0.0%	—	—	SHS	Y95308105
TSN	TYSON FOODS INC	413,300	$30.48M	0.0%	—	—	CL A	902494103
IMAX	IMAX CORP	1,384,900	$29.77M	0.0%	—	—	COM	45245E109
OPTU	ALTICE USA INC	836,800	$28.57M	0.0%	—	—	CL A	02156K103
ROCK	GIBRALTAR INDS INC	372,100	$28.39M	0.0%	—	—	COM	374689107
—	COLFAX CORP	612,600	$28.06M	0.0%	—	—	COM	194014106
NVT	NVENT ELECTRIC PLC	887,900	$27.74M	0.0%	—	—	SHS	G6700G107
LPLA	LPL FINL HLDGS INC	204,000	$27.54M	0.0%	—	—	COM	50212V100
—	COMSCORE INC	5,467,047	$27.34M	0.0%	—	—	COM	20564W105
KEX	KIRBY CORP	450,100	$27.29M	0.0%	—	—	COM	497266106
BBIO	BRIDGEBIO PHARMA INC	446,860	$27.24M	0.0%	—	—	COM	10806X102
—	NUVASIVE INC	388,800	$26.35M	0.0%	—	—	COM	670704105
XMTR	XOMETRY INC	300,000	$26.22M	0.0%	—	—	CLASS A COM	98423F109
ULTA	ULTA BEAUTY INC	75,300	$26.04M	0.0%	—	—	COM	90384S303
MATX	MATSON INC	390,592	$25M	0.0%	—	—	COM	57686G105
NNBR	NN INC	3,376,100	$24.81M	0.0%	—	—	COM	629337106
AMH	AMERICAN HOMES 4 RENT	633,550	$24.61M	0.0%	—	—	CL A	02665T306
—	GLAXOSMITHKLINE PLC	551,400	$21.96M	0.0%	—	—	SPONSORED ADR	37733W105
EAT	BRINKER INTL INC	351,200	$21.72M	0.0%	—	—	COM	109641100
—	CALITHERA BIOSCIENCES INC	10,343,700	$21.62M	0.0%	—	—	COM	13089P101
—	MASONITE INTL CORP	193,200	$21.6M	0.0%	—	—	COM	575385109
RPD	RAPID7 INC	205,400	$19.44M	0.0%	—	—	COM	753422104
FOLD	AMICUS THERAPEUTICS INC	1,845,000	$17.79M	0.0%	—	—	COM	03152W109
GH	GUARDANT HEALTH INC	140,952	$17.5M	0.0%	—	—	COM	40131M109
SNAP	SNAP INC	253,600	$17.28M	0.0%	—	—	CL A	83304A106
GTM	ZOOMINFO TECHNOLOGIES INC	323,839	$16.89M	0.0%	—	—	COM CL A	98980F104
DHR	DANAHER CORPORATION	62,026	$16.64M	0.0%	—	—	COM	235851102
PM	PHILIP MORRIS INTL INC	155,000	$15.36M	0.0%	—	—	COM	718172109
SAIC	SCIENCE APPLICATIONS INTL CO	167,800	$14.72M	0.0%	—	—	COM	808625107
WAT	WATERS CORP	40,998	$14.17M	0.0%	—	—	COM	941848103
CCJ	CAMECO CORP	730,700	$14.02M	0.0%	—	—	COM	13321L108
—	SANDERSON FARMS INC	74,400	$13.98M	0.0%	—	—	COM	800013104
PEN	PENUMBRA INC	50,310	$13.79M	0.0%	—	—	COM	70975L107
—	CYBERARK SOFTWARE LTD	102,050	$13.29M	0.0%	—	—	SHS	M2682V108
HCAT	HEALTH CATALYST INC	233,015	$12.94M	0.0%	—	—	COM	42225T107
EPR	EPR PPTYS	237,889	$12.53M	0.0%	—	—	COM SH BEN INT	26884U109
—	SERVICESOURCE INTL INC	8,351,233	$11.78M	0.0%	—	—	COM	81763U100
MASS	908 DEVICES INC	297,257	$11.52M	0.0%	—	—	COM	65443P102
OSUR	ORASURE TECHNOLOGIES INC	1,056,200	$10.71M	0.0%	—	—	COM	68554V108
—	SPIRIT AIRLS INC	338,600	$10.31M	0.0%	—	—	COM	848577102
MTSI	MACOM TECH SOLUTIONS HLDGS I	153,900	$9.862M	0.0%	—	—	COM	55405Y100
WSC	WILLSCOT MOBIL MINI HLDNG CO	338,200	$9.426M	0.0%	—	—	COM CL A	971378104
—	SKILLZ INC	426,100	$9.255M	0.0%	—	—	COM	83067L109
ORLY	OREILLY AUTOMOTIVE INC	16,000	$9.059M	0.0%	—	—	COM	67103H107
MGNI	MAGNITE INC	266,500	$9.018M	0.0%	—	—	COM	55955D100
ADPT	ADAPTIVE BIOTECHNOLOGIES COR	219,500	$8.969M	0.0%	—	—	COM	00650F109
—	VONAGE HLDGS CORP	620,100	$8.936M	0.0%	—	—	COM	92886T201
MTLS	MATERIALISE NV	365,224	$8.798M	0.0%	—	—	SPONSORED ADS	57667T100
DOCU	DOCUSIGN INC	30,725	$8.59M	0.0%	—	—	COM	256163106
OMCL	OMNICELL COM	54,137	$8.199M	0.0%	—	—	COM	68213N109
NGVT	INGEVITY CORP	100,000	$8.136M	0.0%	—	—	COM	45688C107
AZO	AUTOZONE INC	5,275	$7.871M	0.0%	—	—	COM	053332102
—	HAWAIIAN HOLDINGS INC	315,401	$7.686M	0.0%	—	—	COM	419879101
DRI	DARDEN RESTAURANTS INC	51,800	$7.562M	0.0%	—	—	COM	237194105
CVGW	CALAVO GROWERS INC	115,900	$7.35M	0.0%	—	—	COM	128246105
TSPH	TUSIMPLE HLDGS INC	100,200	$7.138M	0.0%	—	—	CL A	90089L108
—	TUESDAY MORNING CORP	1,580,000	$7.11M	0.0%	—	—	COM	89904V101
—	2U INC	169,700	$7.071M	0.0%	—	—	COM	90214J101
NOK	NOKIA CORP	1,327,770	$7.064M	0.0%	—	—	SPONSORED ADR	654902204
RMBS	RAMBUS INC DEL	295,289	$7.001M	0.0%	—	—	COM	750917106
HUM	HUMANA INC	15,708	$6.954M	0.0%	—	—	COM	444859102
BOOT	BOOT BARN HLDGS INC	75,000	$6.304M	0.0%	—	—	COM	099406100
STZ	CONSTELLATION BRANDS INC	25,700	$6.011M	0.0%	—	—	CL A	21036P108
—	FARO TECHNOLOGIES INC	75,200	$5.848M	0.0%	—	—	COM	311642102
—	IMMUNOGEN INC	803,827	$5.297M	0.0%	—	—	COM	45253H101
CBOE	CBOE GLOBAL MKTS INC	39,300	$4.679M	0.0%	—	—	COM	12503M108
RGEN	REPLIGEN CORP	23,387	$4.669M	0.0%	—	—	COM	759916109
SLB	SCHLUMBERGER LTD	144,900	$4.638M	0.0%	—	—	COM STK	806857108
—	SAFEHOLD INC	58,900	$4.624M	0.0%	—	—	COM	78645L100
ARE	ALEXANDRIA REAL ESTATE EQ IN	25,000	$4.548M	0.0%	—	—	COM	015271109
FIVE	FIVE BELOW INC	22,400	$4.329M	0.0%	—	—	COM	33829M101
—	AT HOME GROUP INC	112,100	$4.13M	0.0%	—	—	COM	04650Y100
VFC	V F CORP	50,000	$4.102M	0.0%	—	—	COM	918204108
GIL	GILDAN ACTIVEWEAR INC	108,340	$4M	0.0%	—	—	COM	375916103
—	AUDACY INC	924,300	$3.984M	0.0%	—	—	CL A	05070N103
ARAY	ACCURAY INC	840,000	$3.797M	0.0%	—	—	COM	004397105
UNH	UNITEDHEALTH GROUP INC	9,404	$3.766M	0.0%	—	—	COM	91324P102
—	DIEBOLD NIXDORF INC	269,760	$3.464M	0.0%	—	—	COM STK	253651103
DMRC	DIGIMARC CORP NEW	101,000	$3.383M	0.0%	—	—	COM	25381B101
CIEN	CIENA CORP	58,085	$3.304M	0.0%	—	—	COM NEW	171779309
SNCY	SUN CTRY AIRLS HLDGS INC	88,900	$3.29M	0.0%	—	—	COM	866683105
—	MARRONE BIO INNOVATIONS INC	1,924,000	$3.194M	0.0%	—	—	COM	57165B106
JELD	JELD-WEN HLDG INC	118,900	$3.122M	0.0%	—	—	COM	47580P103
AXP	AMERICAN EXPRESS CO	18,800	$3.106M	0.0%	—	—	COM	025816109
—	CORNERSTONE BLDG BRANDS INC	165,000	$3M	0.0%	—	—	COM	21925D109
BYND	BEYOND MEAT INC	18,800	$2.961M	0.0%	—	—	COM	08862E109
NFLX	NETFLIX INC	5,500	$2.905M	0.0%	—	—	COM	64110L106
OKTA	OKTA INC	11,200	$2.74M	0.0%	—	—	CL A	679295105
—	JAMF HLDG CORP	71,500	$2.4M	0.0%	—	—	COM	47074L105
SEER	SEER INC	72,740	$2.384M	0.0%	—	—	COM CL A	81578P106
ALGT	ALLEGIANT TRAVEL CO	9,750	$1.891M	0.0%	—	—	COM	01748X102
NFE	NEW FORTRESS ENERGY INC	48,400	$1.833M	0.0%	—	—	COM CL A	644393100
GEF/B	GREIF INC	30,000	$1.77M	0.0%	—	—	CL B	397624206
FTI	TECHNIPFMC PLC	193,100	$1.748M	0.0%	—	—	COM	G87110105
PBH	PRESTIGE CONSMR HEALTHCARE I	31,400	$1.636M	0.0%	—	—	COM	74112D101
ZM	ZOOM VIDEO COMMUNICATIONS IN	4,100	$1.587M	0.0%	—	—	CL A	98980L101
OGN	ORGANON & CO	52,420	$1.586M	0.0%	—	—	COMMON STOCK	68622V106
DOC	HEALTHPEAK PROPERTIES INC	47,600	$1.585M	0.0%	—	—	COM	42250P103
MREO	MEREO BIOPHARMA GROUP PLC	488,938	$1.55M	0.0%	—	—	ADS	589492107
—	CERNER CORP	19,400	$1.516M	0.0%	—	—	COM	156782104
ABUS	ARBUTUS BIOPHARMA CORP	500,000	$1.515M	0.0%	—	—	COM	03879J100
TXG	10X GENOMICS INC	7,650	$1.498M	0.0%	—	—	CL A COM	88025U109
—	OLINK HLDG AB	42,300	$1.456M	0.0%	—	—	SPONSORED ADS	680710100
VLRS	CONTROLADORA VUELA COMP DE A	72,000	$1.383M	0.0%	—	—	SPON ADR RP 10	21240E105
BE	BLOOM ENERGY CORP	49,600	$1.333M	0.0%	—	—	COM CL A	093712107
CE	CELANESE CORP DEL	8,000	$1.213M	0.0%	—	—	COM	150870103
AVO	MISSION PRODUCE INC	58,108	$1.203M	0.0%	—	—	COM	60510V108
MSGS	MADISON SQUARE GRDN SPRT COR	6,773	$1.169M	0.0%	—	—	CL A	55825T103
AWI	ARMSTRONG WORLD INDS INC NEW	10,000	$1.073M	0.0%	—	—	COM	04247X102
—	BERKELEY LTS INC	21,658	$970K	0.0%	—	—	COM	084310101
—	ARISTA NETWORKS INC	2,650	$960K	0.0%	—	—	COM	040413106
ULCC	FRONTIER GROUP HLDGS INC	56,000	$954K	0.0%	—	—	COM	35909R108
PDAC	PERIDOT ACQUISITION CORP	36,800	$448K	0.0%	—	—	SHS CL A	G7008A115
—	SIO GENE THERAPIES INC	52,325	$143K	0.0%	—	—	COMMON	829399104