Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
LLY	LILLY ELI & CO	23,546,201	$11.04B	9.2%	—	—	COM	532457108
BIIB	BIOGEN INC	16,025,876	$4.565B	3.8%	—	—	COM	09062X103
MSFT	MICROSOFT CORP	10,574,687	$3.601B	3.0%	—	—	COM	594918104
AMGN	AMGEN INC	14,736,435	$3.272B	2.7%	—	—	COM	031162100
FDX	FEDEX CORP	13,182,907	$3.268B	2.7%	—	—	COM	31428X106
AZN	ASTRAZENECA PLC	44,077,300	$3.155B	2.6%	—	—	SPONSORED ADR	046353108
ADBE	ADOBE SYSTEMS INCORPORATED	6,108,578	$2.987B	2.5%	—	—	COM	00724F101
KLAC	KLA CORP	6,087,899	$2.953B	2.5%	—	—	COM NEW	482480100
TXN	TEXAS INSTRS INC	15,928,105	$2.867B	2.4%	—	—	COM	882508104
TSLA	TESLA INC	9,204,430	$2.409B	2.0%	—	—	COM	88160R101
MU	MICRON TECHNOLOGY INC	38,014,731	$2.399B	2.0%	—	—	COM	595112103
INTC	INTEL CORP	70,535,501	$2.359B	2.0%	—	—	COM	458140100
GOOGL	ALPHABET INC	19,619,805	$2.348B	2.0%	—	—	CAP STK CL A	02079K305
SONY	SONY GROUP CORPORATION	22,872,413	$2.059B	1.7%	—	—	SPONSORED ADR	835699307
BSX	BOSTON SCIENTIFIC CORP	37,428,979	$2.025B	1.7%	—	—	COM	101137107
WFC	WELLS FARGO CO NEW	44,404,555	$1.895B	1.6%	—	—	COM	949746101
LUV	SOUTHWEST AIRLS CO	50,050,662	$1.812B	1.5%	—	—	COM	844741108
TMO	THERMO FISHER SCIENTIFIC INC	3,078,107	$1.606B	1.3%	—	—	COM	883556102
BMRN	BIOMARIN PHARMACEUTICAL INC	18,383,619	$1.593B	1.3%	—	—	COM	09061G101
GOOG	ALPHABET INC	13,039,525	$1.577B	1.3%	—	—	CAP STK CL C	02079K107
ORCL	ORACLE CORP	13,225,091	$1.575B	1.3%	—	—	COM	68389X105
NVS	NOVARTIS AG	15,010,675	$1.515B	1.3%	—	—	SPONSORED ADR	66987V109
BABA	ALIBABA GROUP HLDG LTD	17,352,479	$1.446B	1.2%	—	—	SPONSORED ADS	01609W102
BMY	BRISTOL-MYERS SQUIBB CO	20,947,045	$1.34B	1.1%	—	—	COM	110122108
RJF	RAYMOND JAMES FINL INC	12,701,532	$1.318B	1.1%	—	—	COM	754730109
FLEX	FLEX LTD	47,140,474	$1.303B	1.1%	—	—	ORD	Y2573F102
UAL	UNITED AIRLS HLDGS INC	23,562,429	$1.293B	1.1%	—	—	COM	910047109
BIDU	BAIDU INC	9,289,874	$1.272B	1.1%	—	—	SPON ADR REP A	056752108
ACM	AECOM	14,960,071	$1.267B	1.1%	—	—	COM	00766T100
ROST	ROSS STORES INC	10,992,464	$1.233B	1.0%	—	—	COM	778296103
—	SPLUNK INC	11,150,318	$1.183B	1.0%	—	—	COM	848637104
NTAP	NETAPP INC	15,480,084	$1.183B	1.0%	—	—	COM	64110D104
—	SEAGEN INC	6,038,808	$1.162B	1.0%	—	—	COM	81181C104
TJX	TJX COS INC NEW	13,624,348	$1.155B	1.0%	—	—	COM	872540109
—	HESS CORP	8,142,005	$1.107B	0.9%	—	—	COM	42809H107
NVDA	NVIDIA CORPORATION	2,592,600	$1.097B	0.9%	—	—	COM	67066G104
DAL	DELTA AIR LINES INC DEL	22,343,868	$1.062B	0.9%	—	—	COM NEW	247361702
—	PIONEER NAT RES CO	4,903,856	$1.016B	0.8%	—	—	COM	723787107
V	VISA INC	4,089,031	$971M	0.8%	—	—	COM CL A	92826C839
ONC	BEIGENE LTD	5,014,649	$894M	0.7%	—	—	SPONSORED ADR	07725L102
MAT	MATTEL INC	42,108,859	$823M	0.7%	—	—	COM	577081102
INTU	INTUIT	1,791,586	$821M	0.7%	—	—	COM	461202103
JPM	JPMORGAN CHASE & CO	5,413,951	$787M	0.7%	—	—	COM	46625H100
J	JACOBS SOLUTIONS INC	6,353,917	$755M	0.6%	—	—	COM	46982L108
ADI	ANALOG DEVICES INC	3,754,540	$731M	0.6%	—	—	COM	032654105
QCOM	QUALCOMM INC	5,971,952	$711M	0.6%	—	—	COM	747525103
ZBH	ZIMMER BIOMET HOLDINGS INC	4,862,792	$708M	0.6%	—	—	COM	98956P102
WHR	WHIRLPOOL CORP	4,712,808	$701M	0.6%	—	—	COM	963320106
AAL	AMERICAN AIRLS GROUP INC	37,317,721	$669M	0.6%	—	—	COM	02376R102
RCL	ROYAL CARIBBEAN GROUP	6,269,261	$650M	0.5%	—	—	COM	V7780T103
HPQ	HP INC	20,948,295	$643M	0.5%	—	—	COM	40434L105
AMZN	AMAZON COM INC	4,300,450	$561M	0.5%	—	—	COM	023135106
MRSH	MARSH & MCLENNAN COS INC	2,968,839	$558M	0.5%	—	—	COM	571748102
HPE	HEWLETT PACKARD ENTERPRISE C	33,080,266	$556M	0.5%	—	—	COM	42824C109
AMAT	APPLIED MATLS INC	3,730,483	$539M	0.5%	—	—	COM	038222105
UPS	UNITED PARCEL SERVICE INC	2,930,091	$525M	0.4%	—	—	CL B	911312106
BNTX	BIONTECH SE	4,659,853	$503M	0.4%	—	—	SPONSORED ADS	09075V102
DIS	DISNEY WALT CO	5,632,307	$503M	0.4%	—	—	COM	254687106
ELAN	ELANCO ANIMAL HEALTH INC	48,996,454	$493M	0.4%	—	—	COM	28414H103
KMX	CARMAX INC	5,815,561	$487M	0.4%	—	—	COM	143130102
TDG	TRANSDIGM GROUP INC	526,044	$470M	0.4%	—	—	COM	893641100
ALB	ALBEMARLE CORP	2,099,025	$468M	0.4%	—	—	COM	012653101
NTRS	NORTHERN TR CORP	6,232,242	$462M	0.4%	—	—	COM	665859104
CAT	CATERPILLAR INC	1,869,330	$460M	0.4%	—	—	COM	149123101
ASML	ASML HOLDING N V	605,079	$439M	0.4%	—	—	N Y REGISTRY SHS	N07059210
JBL	JABIL INC	3,927,000	$424M	0.4%	—	—	COM	466313103
—	ACTIVISION BLIZZARD INC	5,001,905	$422M	0.4%	—	—	COM	00507V109
GSK	GSK PLC	11,771,770	$420M	0.4%	—	—	SPONSORED ADR	37733W204
BAC	BANK AMERICA CORP	13,831,906	$397M	0.3%	—	—	COM	060505104
AAPL	APPLE INC	1,937,100	$376M	0.3%	—	—	COM	037833100
CSCO	CISCO SYS INC	7,101,120	$367M	0.3%	—	—	COM	17275R102
UNP	UNION PAC CORP	1,651,700	$338M	0.3%	—	—	COM	907818108
CME	CME GROUP INC	1,823,930	$338M	0.3%	—	—	COM	12572Q105
TXT	TEXTRON INC	4,916,480	$333M	0.3%	—	—	COM	883203101
ENTG	ENTEGRIS INC	2,996,144	$332M	0.3%	—	—	COM	29362U104
ABT	ABBOTT LABS	2,974,864	$324M	0.3%	—	—	COM	002824100
EOG	EOG RES INC	2,823,129	$323M	0.3%	—	—	COM	26875P101
RIG	TRANSOCEAN LTD	45,465,089	$319M	0.3%	—	—	REG SHS	H8817H100
GLW	CORNING INC	8,814,119	$309M	0.3%	—	—	COM	219350105
ERIC	ERICSSON	55,218,371	$301M	0.3%	—	—	ADR B SEK 10	294821608
OLED	UNIVERSAL DISPLAY CORP	2,045,819	$295M	0.2%	—	—	COM	91347P105
MKTX	MARKETAXESS HLDGS INC	1,107,770	$290M	0.2%	—	—	COM	57060D108
LIVN	LIVANOVA PLC	5,389,420	$277M	0.2%	—	—	SHS	G5509L101
TRMB	TRIMBLE INC	4,899,366	$259M	0.2%	—	—	COM	896239100
A	AGILENT TECHNOLOGIES INC	2,144,511	$258M	0.2%	—	—	COM	00846U101
META	META PLATFORMS INC	884,625	$254M	0.2%	—	—	CL A	30303M102
CVS	CVS HEALTH CORP	3,493,175	$241M	0.2%	—	—	COM	126650100
CARR	CARRIER GLOBAL CORPORATION	4,857,262	$241M	0.2%	—	—	COM	14448C104
MS	MORGAN STANLEY	2,619,243	$224M	0.2%	—	—	COM NEW	617446448
DLTR	DOLLAR TREE INC	1,539,015	$221M	0.2%	—	—	COM	256746108
—	DISCOVER FINL SVCS	1,841,129	$215M	0.2%	—	—	COM	254709108
DSGX	DESCARTES SYS GROUP INC	2,660,001	$213M	0.2%	—	—	COM	249906108
BBWI	BATH & BODY WORKS INC	5,674,285	$213M	0.2%	—	—	COM	070830104
ALK	ALASKA AIR GROUP INC	3,897,287	$207M	0.2%	—	—	COM	011659109
PODD	INSULET CORP	710,608	$205M	0.2%	—	—	COM	45784P101
DD	DUPONT DE NEMOURS INC	2,862,346	$204M	0.2%	—	—	COM	26614N102
CW	CURTISS WRIGHT CORP	1,075,725	$198M	0.2%	—	—	COM	231561101
ACLS	AXCELIS TECHNOLOGIES INC	1,077,146	$197M	0.2%	—	—	COM NEW	054540208
PGR	PROGRESSIVE CORP	1,472,260	$195M	0.2%	—	—	COM	743315103
BB	BLACKBERRY LTD	35,036,122	$194M	0.2%	—	—	COM	09228F103
XNCR	XENCOR INC	7,750,852	$194M	0.2%	—	—	COM	98401F105
GS	GOLDMAN SACHS GROUP INC	596,950	$193M	0.2%	—	—	COM	38141G104
FIS	FIDELITY NATL INFORMATION SV	3,469,585	$190M	0.2%	—	—	COM	31620M106
GD	GENERAL DYNAMICS CORP	875,820	$188M	0.2%	—	—	COM	369550108
EW	EDWARDS LIFESCIENCES CORP	1,936,000	$183M	0.2%	—	—	COM	28176E108
C	CITIGROUP INC	3,884,846	$179M	0.1%	—	—	COM NEW	172967424
CPRI	CAPRI HOLDINGS LIMITED	4,825,828	$173M	0.1%	—	—	SHS	G1890L107
MA	MASTERCARD INCORPORATED	424,800	$167M	0.1%	—	—	CL A	57636Q104
TER	TERADYNE INC	1,469,305	$164M	0.1%	—	—	COM	880770102
XPEV	XPENG INC	12,056,377	$162M	0.1%	—	—	ADS	98422D105
MAR	MARRIOTT INTL INC NEW	878,900	$161M	0.1%	—	—	CL A	571903202
SYY	SYSCO CORP	2,112,745	$157M	0.1%	—	—	COM	871829107
NTNX	NUTANIX INC	5,505,293	$154M	0.1%	—	—	CL A	67059N108
OTIS	OTIS WORLDWIDE CORP	1,699,341	$151M	0.1%	—	—	COM	68902V107
KEYS	KEYSIGHT TECHNOLOGIES INC	841,705	$141M	0.1%	—	—	COM	49338L103
RYTM	RHYTHM PHARMACEUTICALS INC	8,299,317	$137M	0.1%	—	—	COM	76243J105
ADSK	AUTODESK INC	650,400	$133M	0.1%	—	—	COM	052769106
XMTR	XOMETRY INC	6,240,278	$132M	0.1%	—	—	CLASS A COM	98423F109
PANW	PALO ALTO NETWORKS INC	513,102	$131M	0.1%	—	—	COM	697435105
FCX	FREEPORT-MCMORAN INC	3,269,100	$131M	0.1%	—	—	CL B	35671D857
RVTY	REVVITY INC	1,096,535	$130M	0.1%	—	—	COM	714046109
PINS	PINTEREST INC	4,735,900	$129M	0.1%	—	—	CL A	72352L106
ALKS	ALKERMES PLC	4,126,240	$129M	0.1%	—	—	SHS	G01767105
SYK	STRYKER CORPORATION	420,100	$128M	0.1%	—	—	COM	863667101
CCL	CARNIVAL CORP	6,608,578	$124M	0.1%	—	—	COMMON STOCK	143658300
JBHT	HUNT J B TRANS SVCS INC	654,200	$118M	0.1%	—	—	COM	445658107
PYPL	PAYPAL HLDGS INC	1,764,450	$118M	0.1%	—	—	COM	70450Y103
QSR	RESTAURANT BRANDS INTL INC	1,498,900	$116M	0.1%	—	—	COM	76131D103
EA	ELECTRONIC ARTS INC	845,725	$110M	0.1%	—	—	COM	285512109
CSX	CSX CORP	3,211,600	$110M	0.1%	—	—	COM	126408103
TW	TRADEWEB MKTS INC	1,583,475	$108M	0.1%	—	—	CL A	892672106
EBAY	EBAY INC.	2,357,550	$105M	0.1%	—	—	COM	278642103
—	WOLFSPEED INC	1,894,994	$105M	0.1%	—	—	COM	977852102
FORM	FORMFACTOR INC	3,066,214	$105M	0.1%	—	—	COM	346375108
LIN	LINDE PLC	275,000	$105M	0.1%	—	—	SHS	G54950103
TMUS	T-MOBILE US INC	753,019	$105M	0.1%	—	—	COM	872590104
DOW	DOW INC	1,891,973	$101M	0.1%	—	—	COM	260557103
BURL	BURLINGTON STORES INC	631,630	$99.41M	0.1%	—	—	COM	122017106
CTVA	CORTEVA INC	1,718,207	$98.45M	0.1%	—	—	COM	22052L104
CTRA	COTERRA ENERGY INC	3,757,650	$95.07M	0.1%	—	—	COM	127097103
VLO	VALERO ENERGY CORP	784,525	$92.02M	0.1%	—	—	COM	91913Y100
WEX	WEX INC	499,940	$91.02M	0.1%	—	—	COM	96208T104
CHTR	CHARTER COMMUNICATIONS INC N	240,050	$88.19M	0.1%	—	—	CL A	16119P108
ROK	ROCKWELL AUTOMATION INC	264,190	$87.04M	0.1%	—	—	COM	773903109
MCD	MCDONALDS CORP	291,600	$87.02M	0.1%	—	—	COM	580135101
WDC	WESTERN DIGITAL CORP.	2,286,976	$86.75M	0.1%	—	—	COM	958102105
ILMN	ILLUMINA INC	457,548	$85.79M	0.1%	—	—	COM	452327109
MXL	MAXLINEAR INC	2,650,630	$83.65M	0.1%	—	—	COM	57776J100
IRBTQ	IROBOT CORP	1,826,553	$82.65M	0.1%	—	—	COM	462726100
HLT	HILTON WORLDWIDE HLDGS INC	563,565	$82.03M	0.1%	—	—	COM	43300A203
EVR	EVERCORE INC	660,880	$81.68M	0.1%	—	—	CLASS A	29977A105
—	SHOCKWAVE MED INC	285,100	$81.37M	0.1%	—	—	COM	82489T104
AME	AMETEK INC	498,400	$80.68M	0.1%	—	—	COM	031100100
MDT	MEDTRONIC PLC	884,800	$77.95M	0.1%	—	—	SHS	G5960L103
MBLY	MOBILEYE GLOBAL INC	2,018,770	$77.56M	0.1%	—	—	COMMON CLASS A	60741F104
LYV	LIVE NATION ENTERTAINMENT IN	827,740	$75.42M	0.1%	—	—	COM	538034109
NFLX	NETFLIX INC	168,610	$74.27M	0.1%	—	—	COM	64110L106
IEX	IDEX CORP	336,825	$72.5M	0.1%	—	—	COM	45167R104
SCHW	SCHWAB CHARLES CORP	1,276,808	$72.37M	0.1%	—	—	COM	808513105
LUNG	PULMONX CORP	5,519,721	$72.36M	0.1%	—	—	COM	745848101
IQV	IQVIA HLDGS INC	312,281	$70.19M	0.1%	—	—	COM	46266C105
—	VMWARE INC	474,065	$68.12M	0.1%	—	—	CL A COM	928563402
CRM	SALESFORCE INC	315,400	$66.63M	0.1%	—	—	COM	79466L302
ALC	ALCON AG	794,865	$65.27M	0.1%	—	—	ORD SHS	H01301128
SNY	SANOFI	1,132,090	$61.02M	0.1%	—	—	SPONSORED ADR	80105N105
DHR	DANAHER CORPORATION	252,137	$60.51M	0.1%	—	—	COM	235851102
LYFT	LYFT INC	6,274,155	$60.17M	0.1%	—	—	CL A COM	55087P104
UBER	UBER TECHNOLOGIES INC	1,387,050	$59.88M	0.1%	—	—	COM	90353T100
CRL	CHARLES RIV LABS INTL INC	273,980	$57.6M	0.0%	—	—	COM	159864107
RYAAY	RYANAIR HOLDINGS PLC	515,300	$56.99M	0.0%	—	—	SPONSORED ADS	783513203
—	SOUTHWESTERN ENERGY CO	9,181,700	$55.18M	0.0%	—	—	COM	845467109
SSYS	STRATASYS LTD	3,067,399	$54.48M	0.0%	—	—	SHS	M85548101
NSC	NORFOLK SOUTHN CORP	231,100	$52.4M	0.0%	—	—	COM	655844108
HUBS	HUBSPOT INC	97,450	$51.85M	0.0%	—	—	COM	443573100
BJ	BJS WHSL CLUB HLDGS INC	816,000	$51.42M	0.0%	—	—	COM	05550J101
ARLO	ARLO TECHNOLOGIES INC	4,696,910	$51.24M	0.0%	—	—	COM	04206A101
NCLH	NORWEGIAN CRUISE LINE HLDG L	2,324,970	$50.61M	0.0%	—	—	SHS	G66721104
LHX	L3HARRIS TECHNOLOGIES INC	251,300	$49.2M	0.0%	—	—	COM	502431109
TTD	THE TRADE DESK INC	637,000	$49.19M	0.0%	—	—	COM CL A	88339J105
MO	ALTRIA GROUP INC	1,080,800	$48.96M	0.0%	—	—	COM	02209S103
SLB	SCHLUMBERGER LTD	965,000	$47.4M	0.0%	—	—	COM STK	806857108
NXT	NEXTRACKER INC	1,169,690	$46.57M	0.0%	—	—	CLASS A COM	65290E101
HON	HONEYWELL INTL INC	221,240	$45.91M	0.0%	—	—	COM	438516106
EXAS	EXACT SCIENCES CORP	479,300	$45.01M	0.0%	—	—	COM	30063P105
CCJ	CAMECO CORP	1,435,500	$44.97M	0.0%	—	—	COM	13321L108
NVT	NVENT ELECTRIC PLC	860,000	$44.44M	0.0%	—	—	SHS	G6700G107
GKOS	GLAUKOS CORP	618,500	$44.04M	0.0%	—	—	COM	377322102
JBLU	JETBLUE AWYS CORP	4,965,800	$44M	0.0%	—	—	COM	477143101
XPO	XPO INC	729,900	$43.06M	0.0%	—	—	COM	983793100
OKTA	OKTA INC	620,666	$43.04M	0.0%	—	—	CL A	679295105
MRVL	MARVELL TECHNOLOGY INC	709,300	$42.4M	0.0%	—	—	COM	573874104
VSCO	VICTORIAS SECRET AND CO	2,408,839	$41.99M	0.0%	—	—	COMMON STOCK	926400102
DE	DEERE & CO	100,350	$40.66M	0.0%	—	—	COM	244199105
NWL	NEWELL BRANDS INC	4,636,500	$40.34M	0.0%	—	—	COM	651229106
RTX	RAYTHEON TECHNOLOGIES CORP	403,432	$39.52M	0.0%	—	—	COM	75513E101
GFL	GFL ENVIRONMENTAL INC	960,000	$37.25M	0.0%	—	—	SUB VTG SHS	36168Q104
NBIX	NEUROCRINE BIOSCIENCES INC	393,360	$37.09M	0.0%	—	—	COM	64125C109
—	FIBROGEN INC	13,677,588	$36.93M	0.0%	—	—	COM	31572Q808
—	ALTAIR ENGR INC	480,950	$36.48M	0.0%	—	—	COM CL A	021369103
MGM	MGM RESORTS INTERNATIONAL	820,600	$36.04M	0.0%	—	—	COM	552953101
OSIS	OSI SYSTEMS INC	290,350	$34.21M	0.0%	—	—	COM	671044105
ZM	ZOOM VIDEO COMMUNICATIONS IN	503,150	$34.15M	0.0%	—	—	CL A	98980L101
LOW	LOWES COS INC	150,000	$33.85M	0.0%	—	—	COM	548661107
LPLA	LPL FINL HLDGS INC	150,000	$32.61M	0.0%	—	—	COM	50212V100
ULTA	ULTA BEAUTY INC	68,620	$32.29M	0.0%	—	—	COM	90384S303
OLLI	OLLIES BARGAIN OUTLET HLDGS	546,790	$31.68M	0.0%	—	—	COM	681116109
ZNTL	ZENTALIS PHARMACEUTICALS INC	1,111,150	$31.35M	0.0%	—	—	COM	98943L107
MDB	MONGODB INC	74,700	$30.7M	0.0%	—	—	CL A	60937P106
WSC	WILLSCOT MOBIL MINI HLDNG CO	632,900	$30.25M	0.0%	—	—	COM CL A	971378104
FTI	TECHNIPFMC PLC	1,814,700	$30.16M	0.0%	—	—	COM	G87110105
AUR	AURORA INNOVATION INC	10,218,700	$30.04M	0.0%	—	—	CLASS A COM	051774107
CRWD	CROWDSTRIKE HLDGS INC	202,585	$29.75M	0.0%	—	—	CL A	22788C105
U	UNITY SOFTWARE INC	675,207	$29.32M	0.0%	—	—	COM	91332U101
INDI	INDIE SEMICONDUCTOR INC	3,017,700	$28.37M	0.0%	—	—	CLASS A COM	45569U101
BK	BANK NEW YORK MELLON CORP	636,800	$28.35M	0.0%	—	—	COM	064058100
ALLO	ALLOGENE THERAPEUTICS INC	5,636,686	$28.01M	0.0%	—	—	COM	019770106
KEX	KIRBY CORP	353,100	$27.17M	0.0%	—	—	COM	497266106
GLPG	GALAPAGOS NV	666,377	$27.09M	0.0%	—	—	SPON ADR	36315X101
LVS	LAS VEGAS SANDS CORP	456,900	$26.5M	0.0%	—	—	COM	517834107
MATX	MATSON INC	322,762	$25.09M	0.0%	—	—	COM	57686G105
ODFL	OLD DOMINION FREIGHT LINE IN	66,350	$24.53M	0.0%	—	—	COM	679580100
DELL	DELL TECHNOLOGIES INC	439,040	$23.76M	0.0%	—	—	CL C	24703L202
WAT	WATERS CORP	88,044	$23.47M	0.0%	—	—	COM	941848103
AXON	AXON ENTERPRISE INC	117,800	$22.99M	0.0%	—	—	COM	05464C101
CERS	CERUS CORP	8,613,000	$21.19M	0.0%	—	—	COM	157085101
SAIA	SAIA INC	59,300	$20.3M	0.0%	—	—	COM	78709Y105
MSGE	MADISON SQUARE GARDEN ENTMT	573,078	$19.27M	0.0%	—	—	COM CL A	558256103
EAT	BRINKER INTL INC	506,300	$18.53M	0.0%	—	—	COM	109641100
AMH	AMERICAN HOMES 4 RENT	514,250	$18.23M	0.0%	—	—	CL A	02665T306
IMAX	IMAX CORP	1,052,800	$17.89M	0.0%	—	—	COM	45245E109
—	MASONITE INTL CORP	174,500	$17.88M	0.0%	—	—	COM	575385109
TSN	TYSON FOODS INC	347,500	$17.74M	0.0%	—	—	CL A	902494103
RXO	RXO INC	775,900	$17.59M	0.0%	—	—	COMMON STOCK	74982T103
ARRY	ARRAY TECHNOLOGIES INC	760,700	$17.19M	0.0%	—	—	COM SHS	04271T100
SPHR	SPHERE ENTERTAINMENT CO	623,078	$17.07M	0.0%	—	—	CL A	55826T102
STX	SEAGATE TECHNOLOGY HLDNGS PL	274,700	$17M	0.0%	—	—	ORD SHS	G7997R103
OPTU	ALTICE USA INC	5,285,000	$15.96M	0.0%	—	—	CL A	02156K103
NMIH	NMI HLDGS INC	583,200	$15.06M	0.0%	—	—	CL A	629209305
—	LI-CYCLE HOLDINGS CORP	2,693,100	$14.95M	0.0%	—	—	COMMON SHARES	50202P105
PEN	PENUMBRA INC	43,290	$14.89M	0.0%	—	—	COM	70975L107
CRDO	CREDO TECHNOLOGY GROUP HOLDI	848,600	$14.71M	0.0%	—	—	ORDINARY SHARES	G25457105
GXO	GXO LOGISTICS INCORPORATED	232,400	$14.6M	0.0%	—	—	COMMON STOCK	36262G101
CMCSA	COMCAST CORP NEW	345,800	$14.37M	0.0%	—	—	CL A	20030N101
HUM	HUMANA INC	31,295	$13.99M	0.0%	—	—	COM	444859102
WVE	WAVE LIFE SCIENCES LTD	3,811,408	$13.87M	0.0%	—	—	SHS	Y95308105
FOLD	AMICUS THERAPEUTICS INC	1,094,200	$13.74M	0.0%	—	—	COM	03152W109
NFE	NEW FORTRESS ENERGY INC	498,800	$13.36M	0.0%	—	—	COM CL A	644393100
PM	PHILIP MORRIS INTL INC	132,800	$12.96M	0.0%	—	—	COM	718172109
RMBS	RAMBUS INC DEL	195,363	$12.54M	0.0%	—	—	COM	750917106
—	PERIMETER SOLUTIONS SA	1,986,251	$12.22M	0.0%	—	—	COMMON STOCK	L7579L106
BBIO	BRIDGEBIO PHARMA INC	696,092	$11.97M	0.0%	—	—	COM	10806X102
DG	DOLLAR GEN CORP NEW	65,350	$11.1M	0.0%	—	—	COM	256677105
MRK	MERCK & CO INC	96,100	$11.09M	0.0%	—	—	COM	58933Y105
ORLY	OREILLY AUTOMOTIVE INC	11,000	$10.51M	0.0%	—	—	COM	67103H107
RBLX	ROBLOX CORP	256,950	$10.36M	0.0%	—	—	CL A	771049103
ROCK	GIBRALTAR INDS INC	161,200	$10.14M	0.0%	—	—	COM	374689107
GTM	ZOOMINFO TECHNOLOGIES INC	388,119	$9.854M	0.0%	—	—	COMMON STOCK	98980F104
DASH	DOORDASH INC	127,290	$9.728M	0.0%	—	—	CL A	25809K105
—	CYBERARK SOFTWARE LTD	61,750	$9.653M	0.0%	—	—	SHS	M2682V108
—	PROS HOLDINGS INC	308,740	$9.509M	0.0%	—	—	COM	74346Y103
OMCL	OMNICELL COM	124,707	$9.187M	0.0%	—	—	COM	68213N109
ENOV	ENOVIS CORPORATION	143,066	$9.173M	0.0%	—	—	COM	194014502
UNH	UNITEDHEALTH GROUP INC	19,084	$9.173M	0.0%	—	—	COM	91324P102
—	LESLIES INC	976,800	$9.172M	0.0%	—	—	COM	527064109
ESAB	ESAB CORPORATION	132,565	$8.821M	0.0%	—	—	COM	29605J106
RPD	RAPID7 INC	188,850	$8.551M	0.0%	—	—	COM	753422104
LASR	NLIGHT INC	524,260	$8.084M	0.0%	—	—	COM	65487K100
HCAT	HEALTH CATALYST INC	601,434	$7.518M	0.0%	—	—	COM	42225T107
—	ASSETMARK FINL HLDGS INC	251,700	$7.465M	0.0%	—	—	COM	04546L106
KNX	KNIGHT-SWIFT TRANSN HLDGS IN	134,200	$7.456M	0.0%	—	—	CL A	499049104
AZO	AUTOZONE INC	2,750	$6.857M	0.0%	—	—	COM	053332102
GFF	GRIFFON CORP	167,300	$6.742M	0.0%	—	—	COM	398433102
RGEN	REPLIGEN CORP	47,379	$6.702M	0.0%	—	—	COM	759916109
EPR	EPR PPTYS	139,600	$6.533M	0.0%	—	—	COM SH BEN INT	26884U109
HTZ	HERTZ GLOBAL HLDGS INC	349,800	$6.433M	0.0%	—	—	COM NEW	42806J700
JELD	JELD-WEN HLDG INC	361,600	$6.342M	0.0%	—	—	COM	47580P103
STZ	CONSTELLATION BRANDS INC	25,700	$6.326M	0.0%	—	—	CL A	21036P108
GTLB	GITLAB INC	122,140	$6.243M	0.0%	—	—	CLASS A COM	37637K108
LAB	STANDARD BIOTOOLS INC	3,220,917	$6.216M	0.0%	—	—	COM	34385P108
BOOT	BOOT BARN HLDGS INC	67,100	$5.683M	0.0%	—	—	COM	099406100
RIVN	RIVIAN AUTOMOTIVE INC	339,200	$5.651M	0.0%	—	—	COM CL A	76954A103
ALGT	ALLEGIANT TRAVEL CO	44,050	$5.563M	0.0%	—	—	COM	01748X102
FTNT	FORTINET INC	70,450	$5.325M	0.0%	—	—	COM	34959E109
—	IMMUNOGEN INC	273,100	$5.153M	0.0%	—	—	COM	45253H101
TENB	TENABLE HLDGS INC	108,650	$4.732M	0.0%	—	—	COM	88025T102
—	NEKTAR THERAPEUTICS	8,149,876	$4.688M	0.0%	—	—	COM	640268108
HLN	HALEON PLC	551,400	$4.621M	0.0%	—	—	SPON ADS	405552100
CIEN	CIENA CORP	104,485	$4.44M	0.0%	—	—	COM NEW	171779309
GH	GUARDANT HEALTH INC	122,976	$4.403M	0.0%	—	—	COM	40131M109
SSTK	SHUTTERSTOCK INC	82,970	$4.038M	0.0%	—	—	COM	825690100
GRWG	GROWGENERATION CORP	1,159,900	$3.944M	0.0%	—	—	COM	39986L109
OSUR	ORASURE TECHNOLOGIES INC	773,720	$3.876M	0.0%	—	—	COM	68554V108
—	SPIRIT AIRLS INC	220,300	$3.78M	0.0%	—	—	COM	848577102
GIL	GILDAN ACTIVEWEAR INC	99,430	$3.206M	0.0%	—	—	COM	375916103
—	SAGE THERAPEUTICS INC	63,600	$2.99M	0.0%	—	—	COM	78667J108
—	NUVASIVE INC	69,900	$2.907M	0.0%	—	—	COM	670704105
NGVT	INGEVITY CORP	49,000	$2.85M	0.0%	—	—	COM	45688C107
AMBA	AMBARELLA INC	33,100	$2.769M	0.0%	—	—	SHS	G037AX101
DECK	DECKERS OUTDOOR CORP	4,614	$2.435M	0.0%	—	—	COM	243537107
CBOE	CBOE GLOBAL MKTS INC	16,900	$2.332M	0.0%	—	—	COM	12503M108
—	ZIMVIE INC	200,600	$2.253M	0.0%	—	—	COM	98888T107
SNCY	SUN CTRY AIRLS HLDGS INC	99,905	$2.246M	0.0%	—	—	COM	866683105
FRSH	FRESHWORKS INC	123,900	$2.178M	0.0%	—	—	CLASS A COM	358054104
GEF/B	GREIF INC	24,000	$1.854M	0.0%	—	—	CL B	397624206
—	JAMF HLDG CORP	93,600	$1.827M	0.0%	—	—	COM	47074L105
FIVE	FIVE BELOW INC	9,200	$1.808M	0.0%	—	—	COM	33829M101
—	HAWAIIAN HOLDINGS INC	150,700	$1.623M	0.0%	—	—	COM	419879101
SNAP	SNAP INC	133,250	$1.578M	0.0%	—	—	CL A	83304A106
DRI	DARDEN RESTAURANTS INC	8,000	$1.337M	0.0%	—	—	COM	237194105
SAFE	SAFEHOLD INC	53,600	$1.272M	0.0%	—	—	COM	78646V107
—	ARISTA NETWORKS INC	7,150	$1.159M	0.0%	—	—	COM	040413106
MQ	MARQETA INC	216,700	$1.055M	0.0%	—	—	CLASS A COM	57142B104
VLRS	CONTROLADORA VUELA COMP DE A	72,000	$1.004M	0.0%	—	—	SPON ADR RP 10	21240E105
ADPT	ADAPTIVE BIOTECHNOLOGIES COR	146,190	$981K	0.0%	—	—	COM	00650F109
ULCC	FRONTIER GROUP HLDGS INC	99,900	$966K	0.0%	—	—	COM	35909R108
NNBR	NN INC	389,400	$931K	0.0%	—	—	COM	629337106
BE	BLOOM ENERGY CORP	49,600	$811K	0.0%	—	—	COM CL A	093712107
ABUS	ARBUTUS BIOPHARMA CORP	328,100	$755K	0.0%	—	—	COM	03879J100
ARAY	ACCURAY INC	180,800	$700K	0.0%	—	—	COM	004397105
—	COMSCORE INC	743,425	$602K	0.0%	—	—	COM	20564W105
BIOX	BIOCERES CROP SOLUTIONS CORP	43,700	$584K	0.0%	—	—	SHS	G1117K114
FLYW	FLYWIRE CORPORATION	18,600	$577K	0.0%	—	—	COM VTG	302492103
RNG	RINGCENTRAL INC	17,500	$573K	0.0%	—	—	CL A	76680R206
DUOL	DUOLINGO INC	2,350	$336K	0.0%	—	—	CL A COM	26603R106
AWI	ARMSTRONG WORLD INDS INC NEW	3,200	$235K	0.0%	—	—	COM	04247X102
MREO	MEREO BIOPHARMA GROUP PLC	157,700	$208K	0.0%	—	—	SPON ADS	589492107
MASS	908 DEVICES INC	26,870	$184K	0.0%	—	—	COM	65443P102
—	GAN LTD	71,600	$117K	0.0%	—	—	SHS	G3728V109