Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
LLY	LILLY ELI & CO	28,438,488	$9.221B	8.2%	—	—	COM	532457108
MSFT	MICROSOFT CORP	14,893,720	$3.825B	3.4%	—	—	COM	594918104
AMGN	AMGEN INC	15,638,620	$3.805B	3.4%	—	—	COM	031162100
BIIB	BIOGEN INC	15,726,526	$3.207B	2.9%	—	—	COM	09062X103
FDX	FEDEX CORP	13,433,592	$3.046B	2.7%	—	—	COM	31428X106
AZN	ASTRAZENECA PLC	45,813,820	$3.027B	2.7%	—	—	SPONSORED ADR	046353108
TXN	TEXAS INSTRS INC	17,517,767	$2.692B	2.4%	—	—	COM	882508104
ADBE	ADOBE SYSTEMS INCORPORATED	6,471,818	$2.369B	2.1%	—	—	COM	00724F101
GOOGL	ALPHABET INC	1,086,744	$2.368B	2.1%	—	—	CAP STK CL A	02079K305
TSLA	TESLA INC	3,405,420	$2.293B	2.0%	—	—	COM	88160R101
KLAC	KLA CORP	7,181,354	$2.291B	2.0%	—	—	COM NEW	482480100
MU	MICRON TECHNOLOGY INC	40,420,216	$2.234B	2.0%	—	—	COM	595112103
TMO	THERMO FISHER SCIENTIFIC INC	3,852,452	$2.093B	1.9%	—	—	COM	883556102
SONY	SONY GROUP CORPORATION	25,331,098	$2.071B	1.9%	—	—	SPONSORED ADR	835699307
BABA	ALIBABA GROUP HLDG LTD	17,367,887	$1.974B	1.8%	—	—	SPONSORED ADS	01609W102
WFC	WELLS FARGO CO NEW	48,828,325	$1.913B	1.7%	—	—	COM	949746101
LUV	SOUTHWEST AIRLS CO	52,919,924	$1.911B	1.7%	—	—	COM	844741108
INTC	INTEL CORP	48,598,246	$1.818B	1.6%	—	—	COM	458140100
BMY	BRISTOL-MYERS SQUIBB CO	22,211,705	$1.71B	1.5%	—	—	COM	110122108
GOOG	ALPHABET INC	732,292	$1.602B	1.4%	—	—	CAP STK CL C	02079K107
NVS	NOVARTIS AG	17,604,080	$1.488B	1.3%	—	—	SPONSORED ADR	66987V109
BMRN	BIOMARIN PHARMACEUTICAL INC	17,678,485	$1.465B	1.3%	—	—	COM	09061G101
BIDU	BAIDU INC	9,557,829	$1.422B	1.3%	—	—	SPON ADR REP A	056752108
BSX	BOSTON SCIENTIFIC CORP	37,819,609	$1.41B	1.3%	—	—	COM	101137107
ACM	AECOM	19,398,916	$1.265B	1.1%	—	—	COM	00766T100
RJF	RAYMOND JAMES FINL INC	13,589,617	$1.215B	1.1%	—	—	COM	754730109
—	PIONEER NAT RES CO	5,187,746	$1.157B	1.0%	—	—	COM	723787107
JPM	JPMORGAN CHASE & CO	10,211,169	$1.15B	1.0%	—	—	COM	46625H100
NTAP	NETAPP INC	16,572,454	$1.081B	1.0%	—	—	COM	64110D104
MAT	MATTEL INC	44,820,909	$1.001B	0.9%	—	—	COM	577081102
—	HESS CORP	9,321,840	$988M	0.9%	—	—	COM	42809H107
UAL	UNITED AIRLS HLDGS INC	24,670,328	$874M	0.8%	—	—	COM	910047109
QCOM	QUALCOMM INC	6,738,249	$861M	0.8%	—	—	COM	747525103
ORCL	ORACLE CORP	12,019,801	$840M	0.8%	—	—	COM	68389X105
—	SEAGEN INC	4,588,610	$812M	0.7%	—	—	COM	81181C104
BAC	BK OF AMERICA CORP	26,062,026	$811M	0.7%	—	—	COM	060505104
—	JACOBS ENGR GROUP INC	6,350,917	$807M	0.7%	—	—	COM	469814107
V	VISA INC	4,057,034	$799M	0.7%	—	—	COM CL A	92826C839
ROST	ROSS STORES INC	11,315,444	$795M	0.7%	—	—	COM	778296103
TJX	TJX COS INC NEW	14,164,848	$791M	0.7%	—	—	COM	872540109
FLEX	FLEX LTD	54,204,896	$784M	0.7%	—	—	ORD	Y2573F102
HPQ	HP INC	23,878,130	$783M	0.7%	—	—	COM	40434L105
MRSH	MARSH & MCLENNAN COS INC	4,918,446	$764M	0.7%	—	—	COM	571748102
WHR	WHIRLPOOL CORP	4,895,285	$758M	0.7%	—	—	COM	963320106
INTU	INTUIT	1,953,906	$753M	0.7%	—	—	COM	461202103
—	SPLUNK INC	8,365,550	$740M	0.7%	—	—	COM	848637104
HPE	HEWLETT PACKARD ENTERPRISE C	53,923,633	$715M	0.6%	—	—	COM	42824C109
SCHW	SCHWAB CHARLES CORP	11,267,941	$712M	0.6%	—	—	COM	808513105
ERIC	ERICSSON	89,351,277	$661M	0.6%	—	—	ADR B SEK 10	294821608
ONC	BEIGENE LTD	4,031,449	$652M	0.6%	—	—	SPONSORED ADR	07725L102
BNTX	BIONTECH SE	4,201,298	$626M	0.6%	—	—	SPONSORED ADS	09075V102
ADI	ANALOG DEVICES INC	4,277,120	$625M	0.6%	—	—	COM	032654105
DAL	DELTA AIR LINES INC DEL	21,301,956	$617M	0.6%	—	—	COM NEW	247361702
MS	MORGAN STANLEY	8,049,204	$612M	0.5%	—	—	COM NEW	617446448
ELAN	ELANCO ANIMAL HEALTH INC	30,551,465	$600M	0.5%	—	—	COM	28414H103
UNP	UNION PAC CORP	2,651,100	$565M	0.5%	—	—	COM	907818108
KMX	CARMAX INC	6,227,927	$564M	0.5%	—	—	COM	143130102
ALB	ALBEMARLE CORP	2,549,320	$533M	0.5%	—	—	COM	012653101
CAT	CATERPILLAR INC	2,979,993	$533M	0.5%	—	—	COM	149123101
ABT	ABBOTT LABS	4,814,568	$523M	0.5%	—	—	COM	002824100
ZBH	ZIMMER BIOMET HOLDINGS INC	4,908,312	$516M	0.5%	—	—	COM	98956P102
DIS	DISNEY WALT CO	5,420,417	$512M	0.5%	—	—	COM	254687106
AMZN	AMAZON COM INC	4,815,200	$511M	0.5%	—	—	COM	023135106
AAL	AMERICAN AIRLS GROUP INC	39,492,616	$501M	0.4%	—	—	COM	02376R102
NVDA	NVIDIA CORPORATION	3,078,715	$467M	0.4%	—	—	COM	67066G104
UPS	UNITED PARCEL SERVICE INC	2,486,791	$454M	0.4%	—	—	CL B	911312106
NTRS	NORTHERN TR CORP	4,204,502	$406M	0.4%	—	—	COM	665859104
—	ACTIVISION BLIZZARD INC	5,154,930	$401M	0.4%	—	—	COM	00507V109
—	ABIOMED INC	1,539,252	$381M	0.3%	—	—	COM	003654100
CVS	CVS HEALTH CORP	4,075,040	$378M	0.3%	—	—	COM	126650100
AMAT	APPLIED MATLS INC	4,135,983	$376M	0.3%	—	—	COM	038222105
EOG	EOG RES INC	3,009,529	$332M	0.3%	—	—	COM	26875P101
TXT	TEXTRON INC	5,362,740	$328M	0.3%	—	—	COM	883203101
TDG	TRANSDIGM GROUP INC	608,594	$327M	0.3%	—	—	COM	893641100
TRMB	TRIMBLE INC	5,596,876	$326M	0.3%	—	—	COM	896239100
CSCO	CISCO SYS INC	7,449,190	$318M	0.3%	—	—	COM	17275R102
ASML	ASML HOLDING N V	666,404	$317M	0.3%	—	—	N Y REGISTRY SHS	N07059210
A	AGILENT TECHNOLOGIES INC	2,553,961	$303M	0.3%	—	—	COM	00846U101
CME	CME GROUP INC	1,452,830	$297M	0.3%	—	—	COM	12572Q105
—	DISCOVER FINL SVCS	3,127,279	$296M	0.3%	—	—	COM	254709108
GLW	CORNING INC	9,350,219	$295M	0.3%	—	—	COM	219350105
AAPL	APPLE INC	2,105,300	$288M	0.3%	—	—	COM	037833100
LIVN	LIVANOVA PLC	4,536,350	$283M	0.3%	—	—	SHS	G5509L101
ENTG	ENTEGRIS INC	3,018,612	$278M	0.2%	—	—	COM	29362U104
XPEV	XPENG INC	8,540,217	$271M	0.2%	—	—	ADS	98422D105
PODD	INSULET CORP	1,183,600	$258M	0.2%	—	—	COM	45784P101
DLTR	DOLLAR TREE INC	1,535,415	$239M	0.2%	—	—	COM	256746108
OLED	UNIVERSAL DISPLAY CORP	2,135,129	$216M	0.2%	—	—	COM	91347P105
DSGX	DESCARTES SYS GROUP INC	3,466,006	$215M	0.2%	—	—	COM	249906108
—	PLANTRONICS INC NEW	5,403,250	$214M	0.2%	—	—	COM	727493108
GD	GENERAL DYNAMICS CORP	967,900	$214M	0.2%	—	—	COM	369550108
MKTX	MARKETAXESS HLDGS INC	807,350	$207M	0.2%	—	—	COM	57060D108
BB	BLACKBERRY LTD	37,936,622	$204M	0.2%	—	—	COM	09228F103
C	CITIGROUP INC	4,354,046	$200M	0.2%	—	—	COM NEW	172967424
META	META PLATFORMS INC	1,236,675	$199M	0.2%	—	—	CL A	30303M102
EW	EDWARDS LIFESCIENCES CORP	2,056,300	$196M	0.2%	—	—	COM	28176E108
JBL	JABIL INC	3,772,122	$193M	0.2%	—	—	COM	466313103
RVTY	PERKINELMER INC	1,351,480	$192M	0.2%	—	—	COM	714046109
USB	US BANCORP DEL	4,144,100	$191M	0.2%	—	—	COM NEW	902973304
GS	GOLDMAN SACHS GROUP INC	635,150	$189M	0.2%	—	—	COM	38141G104
RCL	ROYAL CARIBBEAN GROUP	5,221,461	$182M	0.2%	—	—	COM	V7780T103
PGR	PROGRESSIVE CORP	1,565,670	$182M	0.2%	—	—	COM	743315103
ALK	ALASKA AIR GROUP INC	4,528,037	$181M	0.2%	—	—	COM	011659109
WEX	WEX INC	1,150,300	$179M	0.2%	—	—	COM	96208T104
CW	CURTISS WRIGHT CORP	1,334,347	$176M	0.2%	—	—	COM	231561101
CARR	CARRIER GLOBAL CORPORATION	4,913,772	$175M	0.2%	—	—	COM	14448C104
SYY	SYSCO CORP	2,053,775	$174M	0.2%	—	—	COM	871829107
PYPL	PAYPAL HLDGS INC	2,321,610	$162M	0.1%	—	—	COM	70450Y103
ALKS	ALKERMES PLC	5,388,225	$161M	0.1%	—	—	SHS	G01767105
BBWI	BATH & BODY WORKS INC	5,906,960	$159M	0.1%	—	—	COM	070830104
RIG	TRANSOCEAN LTD	47,064,306	$157M	0.1%	—	—	REG SHS	H8817H100
KEYS	KEYSIGHT TECHNOLOGIES INC	1,088,460	$150M	0.1%	—	—	COM	49338L103
TMUS	T-MOBILE US INC	1,079,836	$145M	0.1%	—	—	COM	872590104
—	FIBROGEN INC	13,202,367	$139M	0.1%	—	—	COM	31572Q808
—	WOLFSPEED INC	2,131,352	$135M	0.1%	—	—	COM	977852102
IQV	IQVIA HLDGS INC	611,517	$133M	0.1%	—	—	COM	46266C105
XNCR	XENCOR INC	4,795,052	$131M	0.1%	—	—	COM	98401F105
CCL	CARNIVAL CORP	14,396,424	$125M	0.1%	—	—	COMMON STOCK	143658300
ADSK	AUTODESK INC	709,400	$122M	0.1%	—	—	COM	052769106
FCX	FREEPORT-MCMORAN INC	4,159,275	$122M	0.1%	—	—	CL B	35671D857
MA	MASTERCARD INCORPORATED	380,000	$120M	0.1%	—	—	CL A	57636Q104
MAR	MARRIOTT INTL INC NEW	867,046	$118M	0.1%	—	—	CL A	571903202
CSX	CSX CORP	4,029,300	$117M	0.1%	—	—	COM	126408103
OTIS	OTIS WORLDWIDE CORP	1,646,031	$116M	0.1%	—	—	COM	68902V107
FIS	FIDELITY NATL INFORMATION SV	1,266,200	$116M	0.1%	—	—	COM	31620M106
CHTR	CHARTER COMMUNICATIONS INC N	246,700	$116M	0.1%	—	—	CL A	16119P108
DD	DUPONT DE NEMOURS INC	2,058,970	$114M	0.1%	—	—	COM	26614N102
FORM	FORMFACTOR INC	2,950,754	$114M	0.1%	—	—	COM	346375108
CPRI	CAPRI HOLDINGS LIMITED	2,757,025	$113M	0.1%	—	—	SHS	G1890L107
CTVA	CORTEVA INC	2,069,940	$112M	0.1%	—	—	COM	22052L104
MXL	MAXLINEAR INC	3,287,222	$112M	0.1%	—	—	COM	57776J100
ILMN	ILLUMINA INC	605,308	$112M	0.1%	—	—	COM	452327109
CTRA	COTERRA ENERGY INC	4,242,650	$109M	0.1%	—	—	COM	127097103
EBAY	EBAY INC.	2,558,280	$107M	0.1%	—	—	COM	278642103
AME	AMETEK INC	959,650	$105M	0.1%	—	—	COM	031100100
DOW	DOW INC	2,037,272	$105M	0.1%	—	—	COM	260557103
VLO	VALERO ENERGY CORP	980,350	$104M	0.1%	—	—	COM	91913Y100
WDC	WESTERN DIGITAL CORP.	2,291,579	$103M	0.1%	—	—	COM	958102105
EA	ELECTRONIC ARTS INC	815,025	$99.15M	0.1%	—	—	COM	285512109
TER	TERADYNE INC	1,086,745	$97.32M	0.1%	—	—	COM	880770102
MDT	MEDTRONIC PLC	1,069,370	$95.98M	0.1%	—	—	SHS	G5960L103
DE	DEERE & CO	319,880	$95.79M	0.1%	—	—	COM	244199105
NWL	NEWELL BRANDS INC	4,882,400	$92.96M	0.1%	—	—	COM	651229106
ACLS	AXCELIS TECHNOLOGIES INC	1,680,611	$92.17M	0.1%	—	—	COM NEW	054540208
BURL	BURLINGTON STORES INC	662,150	$90.2M	0.1%	—	—	COM	122017106
NTNX	NUTANIX INC	6,128,885	$89.67M	0.1%	—	—	CL A	67059N108
PANW	PALO ALTO NETWORKS INC	181,109	$89.46M	0.1%	—	—	COM	697435105
SYK	STRYKER CORPORATION	448,120	$89.14M	0.1%	—	—	COM	863667101
PINS	PINTEREST INC	4,639,350	$84.25M	0.1%	—	—	CL A	72352L106
TW	TRADEWEB MKTS INC	1,221,255	$83.35M	0.1%	—	—	CL A	892672106
IRBTQ	IROBOT CORP	2,223,393	$81.71M	0.1%	—	—	COM	462726100
LYV	LIVE NATION ENTERTAINMENT IN	985,805	$81.41M	0.1%	—	—	COM	538034109
—	LINDE PLC	277,200	$79.7M	0.1%	—	—	SHS	G5494J103
LUNG	PULMONX CORP	5,397,621	$79.45M	0.1%	—	—	COM	745848101
IEX	IDEX CORP	383,875	$69.72M	0.1%	—	—	COM	45167R104
QSR	RESTAURANT BRANDS INTL INC	1,368,000	$68.61M	0.1%	—	—	COM	76131D103
MCD	MCDONALDS CORP	264,800	$65.37M	0.1%	—	—	COM	580135101
SSYS	STRATASYS LTD	3,447,799	$64.61M	0.1%	—	—	SHS	M85548101
—	SHOCKWAVE MED INC	331,160	$63.31M	0.1%	—	—	COM	82489T104
CRL	CHARLES RIV LABS INTL INC	295,860	$63.3M	0.1%	—	—	COM	159864107
ALC	ALCON AG	900,184	$62.91M	0.1%	—	—	ORD SHS	H01301128
—	NEKTAR THERAPEUTICS	16,551,322	$62.9M	0.1%	—	—	COM	640268108
VSCO	VICTORIAS SECRET AND CO	2,248,268	$62.88M	0.1%	—	—	COMMON STOCK	926400102
—	SOUTHWESTERN ENERGY CO	10,060,600	$62.88M	0.1%	—	—	COM	845467109
SNY	SANOFI	1,239,500	$62.01M	0.1%	—	—	SPONSORED ADR	80105N105
HLT	HILTON WORLDWIDE HLDGS INC	553,565	$61.69M	0.1%	—	—	COM	43300A203
LYFT	LYFT INC	4,578,581	$60.8M	0.1%	—	—	CL A COM	55087P104
LHX	L3HARRIS TECHNOLOGIES INC	251,300	$60.74M	0.1%	—	—	COM	502431109
XMTR	XOMETRY INC	1,728,910	$58.66M	0.1%	—	—	CLASS A COM	98423F109
—	VMWARE INC	495,136	$56.44M	0.1%	—	—	CL A COM	928563402
ALLO	ALLOGENE THERAPEUTICS INC	4,882,966	$55.67M	0.0%	—	—	COM	019770106
ROK	ROCKWELL AUTOMATION INC	276,645	$55.14M	0.0%	—	—	COM	773903109
MO	ALTRIA GROUP INC	1,266,224	$52.89M	0.0%	—	—	COM	02209S103
JBLU	JETBLUE AWYS CORP	5,995,387	$50.18M	0.0%	—	—	COM	477143101
LPLA	LPL FINL HLDGS INC	272,000	$50.18M	0.0%	—	—	COM	50212V100
CERS	CERUS CORP	9,268,500	$49.03M	0.0%	—	—	COM	157085101
RTX	RAYTHEON TECHNOLOGIES CORP	509,162	$48.94M	0.0%	—	—	COM	75513E101
BJ	BJS WHSL CLUB HLDGS INC	763,990	$47.61M	0.0%	—	—	COM	05550J101
CRM	SALESFORCE INC	287,000	$47.37M	0.0%	—	—	COM	79466L302
ODFL	OLD DOMINION FREIGHT LINE IN	181,850	$46.6M	0.0%	—	—	COM	679580100
LOW	LOWES COS INC	255,000	$44.54M	0.0%	—	—	COM	548661107
EVR	EVERCORE INC	437,800	$40.98M	0.0%	—	—	CLASS A	29977A105
HUBS	HUBSPOT INC	135,825	$40.84M	0.0%	—	—	COM	443573100
—	TURNING POINT THERAPEUTICS I	542,100	$40.79M	0.0%	—	—	COM	90041T108
—	ALTAIR ENGR INC	766,270	$40.23M	0.0%	—	—	COM CL A	021369103
HON	HONEYWELL INTL INC	230,000	$39.98M	0.0%	—	—	COM	438516106
LVS	LAS VEGAS SANDS CORP	1,159,400	$38.94M	0.0%	—	—	COM	517834107
CRWD	CROWDSTRIKE HLDGS INC	218,755	$36.87M	0.0%	—	—	CL A	22788C105
OLLI	OLLIES BARGAIN OUTLET HLDGS	610,400	$35.86M	0.0%	—	—	COM	681116109
RYAAY	RYANAIR HOLDINGS PLC	509,700	$34.28M	0.0%	—	—	SPONSORED ADS	783513203
SPHR	MADISON SQUARE GRDN ENTERTNM	644,751	$33.93M	0.0%	—	—	CL A	55826T102
ZNTL	ZENTALIS PHARMACEUTICALS INC	1,192,000	$33.49M	0.0%	—	—	COM	98943L107
ARLO	ARLO TECHNOLOGIES INC	5,059,195	$31.72M	0.0%	—	—	COM	04206A101
TSN	TYSON FOODS INC	357,200	$30.74M	0.0%	—	—	CL A	902494103
PNR	PENTAIR PLC	667,100	$30.53M	0.0%	—	—	SHS	G7S00T104
DHR	DANAHER CORPORATION	110,237	$27.95M	0.0%	—	—	COM	235851102
NVT	NVENT ELECTRIC PLC	887,000	$27.79M	0.0%	—	—	SHS	G6700G107
ULTA	ULTA BEAUTY INC	72,000	$27.75M	0.0%	—	—	COM	90384S303
NCLH	NORWEGIAN CRUISE LINE HLDG L	2,465,570	$27.42M	0.0%	—	—	SHS	G66721104
OSIS	OSI SYSTEMS INC	312,800	$26.73M	0.0%	—	—	COM	671044105
RYTM	RHYTHM PHARMACEUTICALS INC	6,364,094	$26.41M	0.0%	—	—	COM	76243J105
ARRY	ARRAY TECHNOLOGIES INC	2,382,600	$26.23M	0.0%	—	—	COM SHS	04271T100
KEX	KIRBY CORP	424,800	$25.84M	0.0%	—	—	COM	497266106
CCJ	CAMECO CORP	1,215,900	$25.56M	0.0%	—	—	COM	13321L108
GO	GROCERY OUTLET HLDG CORP	592,500	$25.26M	0.0%	—	—	COM	39874R101
—	PERIMETER SOLUTIONS SA	2,325,381	$25.21M	0.0%	—	—	COMMON STOCK	L7579L106
GKOS	GLAUKOS CORP	541,370	$24.59M	0.0%	—	—	COM	377322102
MGM	MGM RESORTS INTERNATIONAL	848,210	$24.56M	0.0%	—	—	COM	552953101
MATX	MATSON INC	335,792	$24.47M	0.0%	—	—	COM	57686G105
—	EPIZYME INC	16,642,727	$24.46M	0.0%	—	—	COM	29428V104
UBER	UBER TECHNOLOGIES INC	1,185,700	$24.26M	0.0%	—	—	COM	90353T100
—	GSK PLC	551,400	$24M	0.0%	—	—	SPONSORED ADR	37733W105
—	MAXAR TECHNOLOGIES INC	850,440	$22.19M	0.0%	—	—	COM	57778K105
MDB	MONGODB INC	84,800	$22.01M	0.0%	—	—	CL A	60937P106
NSC	NORFOLK SOUTHN CORP	96,400	$21.91M	0.0%	—	—	COM	655844108
U	UNITY SOFTWARE INC	574,709	$21.16M	0.0%	—	—	COM	91332U101
DELL	DELL TECHNOLOGIES INC	457,415	$21.14M	0.0%	—	—	CL C	24703L202
AMH	AMERICAN HOMES 4 RENT	580,750	$20.58M	0.0%	—	—	CL A	02665T306
AXON	AXON ENTERPRISE INC	207,800	$19.36M	0.0%	—	—	COM	05464C101
AUR	AURORA INNOVATION INC	10,052,180	$19.2M	0.0%	—	—	CLASS A COM	051774107
EXAS	EXACT SCIENCES CORP	479,300	$18.88M	0.0%	—	—	COM	30063P105
XPO	XPO LOGISTICS INC	385,900	$18.59M	0.0%	—	—	COM	983793100
IMAX	IMAX CORP	1,072,600	$18.12M	0.0%	—	—	COM	45245E109
EAT	BRINKER INTL INC	794,700	$17.51M	0.0%	—	—	COM	109641100
WAT	WATERS CORP	51,394	$17.01M	0.0%	—	—	COM	941848103
OPTU	ALTICE USA INC	1,791,500	$16.57M	0.0%	—	—	CL A	02156K103
PM	PHILIP MORRIS INTL INC	167,400	$16.53M	0.0%	—	—	COM	718172109
CMCSA	COMCAST CORP NEW	404,507	$15.87M	0.0%	—	—	CL A	20030N101
—	MASONITE INTL CORP	204,200	$15.69M	0.0%	—	—	COM	575385109
GXO	GXO LOGISTICS INCORPORATED	345,300	$14.94M	0.0%	—	—	COMMON STOCK	36262G101
—	LESLIES INC	976,800	$14.83M	0.0%	—	—	COM	527064109
SAIA	SAIA INC	77,200	$14.51M	0.0%	—	—	COM	78709Y105
WVE	WAVE LIFE SCIENCES LTD	4,426,808	$14.39M	0.0%	—	—	SHS	Y95308105
FOLD	AMICUS THERAPEUTICS INC	1,328,200	$14.27M	0.0%	—	—	COM	03152W109
—	LI-CYCLE HOLDINGS CORP	1,972,700	$13.57M	0.0%	—	—	COMMON SHARES	50202P105
AZO	AUTOZONE INC	6,075	$13.06M	0.0%	—	—	COM	053332102
ROCK	GIBRALTAR INDS INC	322,100	$12.48M	0.0%	—	—	COM	374689107
ZM	ZOOM VIDEO COMMUNICATIONS IN	114,500	$12.36M	0.0%	—	—	CL A	98980L101
RPD	RAPID7 INC	184,800	$12.35M	0.0%	—	—	COM	753422104
MRK	MERCK & CO INC	134,900	$12.3M	0.0%	—	—	COM	58933Y105
ORLY	OREILLY AUTOMOTIVE INC	19,300	$12.19M	0.0%	—	—	COM	67103H107
NMIH	NMI HLDGS INC	723,720	$12.05M	0.0%	—	—	CL A	629209305
HTZ	HERTZ GLOBAL HLDGS INC	736,400	$11.66M	0.0%	—	—	COM NEW	42806J700
INDI	INDIE SEMICONDUCTOR INC	2,040,500	$11.63M	0.0%	—	—	CLASS A COM	45569U101
LASR	NLIGHT INC	1,130,904	$11.56M	0.0%	—	—	COM	65487K100
HUM	HUMANA INC	23,695	$11.09M	0.0%	—	—	COM	444859102
—	COMSCORE INC	5,271,747	$10.86M	0.0%	—	—	COM	20564W105
SAIC	SCIENCE APPLICATIONS INTL CO	115,900	$10.79M	0.0%	—	—	COM	808625107
FTI	TECHNIPFMC PLC	1,541,500	$10.37M	0.0%	—	—	COM	G87110105
—	SERVICESOURCE INTL INC	6,968,710	$10.24M	0.0%	—	—	COM	81763U100
—	CYBERARK SOFTWARE LTD	79,350	$10.15M	0.0%	—	—	SHS	M2682V108
RBLX	ROBLOX CORP	303,800	$9.983M	0.0%	—	—	CL A	771049103
OMCL	OMNICELL COM	85,807	$9.761M	0.0%	—	—	COM	68213N109
BBIO	BRIDGEBIO PHARMA INC	1,052,830	$9.56M	0.0%	—	—	COM	10806X102
DASH	DOORDASH INC	147,350	$9.455M	0.0%	—	—	CL A	25809K105
GTM	ZOOMINFO TECHNOLOGIES INC	278,519	$9.258M	0.0%	—	—	COMMON STOCK	98980F104
GH	GUARDANT HEALTH INC	229,044	$9.24M	0.0%	—	—	COM	40131M109
RIVN	RIVIAN AUTOMOTIVE INC	357,080	$9.191M	0.0%	—	—	COM CL A	76954A103
TTWO	TAKE-TWO INTERACTIVE SOFTWAR	75,000	$9.19M	0.0%	—	—	COM	874054109
—	PROS HOLDINGS INC	349,900	$9.178M	0.0%	—	—	COM	74346Y103
UNH	UNITEDHEALTH GROUP INC	16,039	$8.238M	0.0%	—	—	COM	91324P102
EPR	EPR PPTYS	173,500	$8.142M	0.0%	—	—	COM SH BEN INT	26884U109
LAB	STANDARD BIOTOOLS INC	4,955,343	$7.929M	0.0%	—	—	COM	34385P108
ENOV	ENOVIS CORPORATION	143,499	$7.892M	0.0%	—	—	COM	194014502
RGEN	REPLIGEN CORP	47,379	$7.694M	0.0%	—	—	COM	759916109
AMBA	AMBARELLA INC	113,700	$7.443M	0.0%	—	—	SHS	G037AX101
NFE	NEW FORTRESS ENERGY INC	185,900	$7.356M	0.0%	—	—	COM CL A	644393100
NFLX	NETFLIX INC	40,410	$7.066M	0.0%	—	—	COM	64110L106
GTLB	GITLAB INC	132,620	$7.047M	0.0%	—	—	CLASS A COM	37637K108
STZ	CONSTELLATION BRANDS INC	30,100	$7.015M	0.0%	—	—	CL A	21036P108
DRI	DARDEN RESTAURANTS INC	59,700	$6.753M	0.0%	—	—	COM	237194105
—	NUVASIVE INC	134,500	$6.612M	0.0%	—	—	COM	670704105
—	SPIRIT AIRLS INC	270,400	$6.446M	0.0%	—	—	COM	848577102
ESAB	ESAB CORPORATION	143,498	$6.278M	0.0%	—	—	COM	29605J106
—	ZIMVIE INC	365,066	$5.845M	0.0%	—	—	COM	98888T107
NNBR	NN INC	2,304,300	$5.83M	0.0%	—	—	COM	629337106
PEN	PENUMBRA INC	46,690	$5.814M	0.0%	—	—	COM	70975L107
—	GAN LTD	1,887,485	$5.587M	0.0%	—	—	SHS	G3728V109
RMBS	RAMBUS INC DEL	253,163	$5.44M	0.0%	—	—	COM	750917106
CRNC	CERENCE INC	210,796	$5.318M	0.0%	—	—	COM	156727109
ALGT	ALLEGIANT TRAVEL CO	44,050	$4.982M	0.0%	—	—	COM	01748X102
BOOT	BOOT BARN HLDGS INC	69,300	$4.775M	0.0%	—	—	COM	099406100
—	ASSETMARK FINL HLDGS INC	251,700	$4.724M	0.0%	—	—	COM	04546L106
CIEN	CIENA CORP	100,585	$4.597M	0.0%	—	—	COM NEW	171779309
MTLS	MATERIALISE NV	333,924	$4.548M	0.0%	—	—	SPONSORED ADS	57667T100
MTSI	MACOM TECH SOLUTIONS HLDGS I	98,300	$4.532M	0.0%	—	—	COM	55405Y100
SLB	SCHLUMBERGER LTD	125,300	$4.481M	0.0%	—	—	COM STK	806857108
HCAT	HEALTH CATALYST INC	306,244	$4.437M	0.0%	—	—	COM	42225T107
DG	DOLLAR GEN CORP NEW	17,100	$4.197M	0.0%	—	—	COM	256677105
GRWG	GROWGENERATION CORP	1,159,900	$4.164M	0.0%	—	—	COM	39986L109
FRSH	FRESHWORKS INC	278,900	$3.668M	0.0%	—	—	CLASS A COM	358054104
MASS	908 DEVICES INC	176,719	$3.639M	0.0%	—	—	COM	65443P102
CBOE	CBOE GLOBAL MKTS INC	30,400	$3.441M	0.0%	—	—	COM	12503M108
—	IMMUNOGEN INC	728,327	$3.277M	0.0%	—	—	COM	45253H101
NGVT	INGEVITY CORP	49,000	$3.094M	0.0%	—	—	COM	45688C107
GIL	GILDAN ACTIVEWEAR INC	104,000	$2.993M	0.0%	—	—	COM	375916103
WSC	WILLSCOT MOBIL MINI HLDNG CO	88,600	$2.872M	0.0%	—	—	COM CL A	971378104
—	HAWAIIAN HOLDINGS INC	181,900	$2.603M	0.0%	—	—	COM	419879101
FIVE	FIVE BELOW INC	22,400	$2.541M	0.0%	—	—	COM	33829M101
—	SAGE THERAPEUTICS INC	77,800	$2.513M	0.0%	—	—	COM	78667J108
OSUR	ORASURE TECHNOLOGIES INC	913,400	$2.475M	0.0%	—	—	COM	68554V108
—	JAMF HLDG CORP	97,300	$2.41M	0.0%	—	—	COM	47074L105
JELD	JELD-WEN HLDG INC	163,900	$2.391M	0.0%	—	—	COM	47580P103
NOK	NOKIA CORP	500,000	$2.305M	0.0%	—	—	SPONSORED ADR	654902204
—	SAFEHOLD INC	54,400	$1.924M	0.0%	—	—	COM	78645L100
PBH	PRESTIGE CONSMR HEALTHCARE I	31,400	$1.846M	0.0%	—	—	COM	74112D101
SNAP	SNAP INC	136,550	$1.793M	0.0%	—	—	CL A	83304A106
—	MARRONE BIO INNOVATIONS INC	1,458,400	$1.692M	0.0%	—	—	COM	57165B106
GEF/B	GREIF INC	26,000	$1.62M	0.0%	—	—	CL B	397624206
MQ	MARQETA INC	198,700	$1.611M	0.0%	—	—	CLASS A COM	57142B104
—	FARO TECHNOLOGIES INC	49,500	$1.526M	0.0%	—	—	COM	311642102
CVGW	CALAVO GROWERS INC	35,900	$1.498M	0.0%	—	—	COM	128246105
OKTA	OKTA INC	15,925	$1.44M	0.0%	—	—	CL A	679295105
SNCY	SUN CTRY AIRLS HLDGS INC	74,815	$1.372M	0.0%	—	—	COM	866683105
VRNS	VARONIS SYS INC	45,940	$1.347M	0.0%	—	—	COM	922280102
ADPT	ADAPTIVE BIOTECHNOLOGIES COR	150,500	$1.218M	0.0%	—	—	COM	00650F109
KR	KROGER CO	25,000	$1.183M	0.0%	—	—	COM	501044101
ABUS	ARBUTUS BIOPHARMA CORP	423,300	$1.147M	0.0%	—	—	COM	03879J100
CALA	CALITHERA BIOSCIENCES INC	420,280	$1.034M	0.0%	—	—	COM NEW	13089P507
MSGS	MADISON SQUARE GRDN SPRT COR	6,773	$1.023M	0.0%	—	—	CL A	55825T103
CE	CELANESE CORP DEL	8,000	$941K	0.0%	—	—	COM	150870103
ARAY	ACCURAY INC	431,320	$845K	0.0%	—	—	COM	004397105
BE	BLOOM ENERGY CORP	49,600	$818K	0.0%	—	—	COM CL A	093712107
TSPH	TUSIMPLE HLDGS INC	108,800	$787K	0.0%	—	—	CL A	90089L108
—	2U INC	75,000	$785K	0.0%	—	—	COM	90214J101
AWI	ARMSTRONG WORLD INDS INC NEW	10,000	$750K	0.0%	—	—	COM	04247X102
VLRS	CONTROLADORA VUELA COMP DE A	72,000	$739K	0.0%	—	—	SPON ADR RP 10	21240E105
—	ARISTA NETWORKS INC	7,400	$694K	0.0%	—	—	COM	040413106
ULCC	FRONTIER GROUP HLDGS INC	71,700	$672K	0.0%	—	—	COM	35909R108
AVO	MISSION PRODUCE INC	46,680	$665K	0.0%	—	—	COM	60510V108
RNG	RINGCENTRAL INC	12,350	$645K	0.0%	—	—	CL A	76680R206
TENB	TENABLE HLDGS INC	10,800	$490K	0.0%	—	—	COM	88025T102
—	OLINK HLDG AB	29,500	$448K	0.0%	—	—	SPONSORED ADS	680710100
—	DIEBOLD NIXDORF INC	190,000	$431K	0.0%	—	—	COM STK	253651103
—	TUESDAY MORNING CORP	1,122,400	$404K	0.0%	—	—	COM	89904V101
MREO	MEREO BIOPHARMA GROUP PLC	321,660	$360K	0.0%	—	—	ADS	589492107
FLYW	FLYWIRE CORPORATION	13,600	$240K	0.0%	—	—	COM VTG	302492103
DOCU	DOCUSIGN INC	3,500	$201K	0.0%	—	—	COM	256163106
SEER	SEER INC	20,200	$181K	0.0%	—	—	COM CL A	81578P106
CRDO	CREDO TECHNOLOGY GROUP HOLDI	12,500	$146K	0.0%	—	—	ORDINARY SHARES	G25457105
—	SIO GENE THERAPIES INC	16,700	$6,000	0.0%	—	—	COMMON	829399104