Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
LLY	ELI LILLY & CO	23,063,536	$12.39B	10.5%	—	—	COM	532457108
BIIB	BIOGEN INC	16,012,566	$4.115B	3.5%	—	—	COM	09062X103
AMGN	AMGEN INC	14,732,458	$3.959B	3.3%	—	—	COM	031162100
FDX	FEDEX CORP	13,077,757	$3.465B	2.9%	—	—	COM	31428X106
MSFT	MICROSOFT CORP	10,466,247	$3.305B	2.8%	—	—	COM	594918104
ADBE	ADOBE INC	6,047,568	$3.084B	2.6%	—	—	COM	00724F101
AZN	ASTRAZENECA PLC	43,889,365	$2.972B	2.5%	—	—	SPONSORED ADR	046353108
KLAC	KLA CORP	6,008,094	$2.756B	2.3%	—	—	COM NEW	482480100
INTC	INTEL CORP	74,762,291	$2.658B	2.2%	—	—	COM	458140100
MU	MICRON TECHNOLOGY INC	37,638,901	$2.561B	2.2%	—	—	COM	595112103
GOOGL	ALPHABET INC	19,416,340	$2.541B	2.1%	—	—	CAP STK CL A	02079K305
TXN	TEXAS INSTRS INC	15,803,920	$2.513B	2.1%	—	—	COM	882508104
TSLA	TESLA INC	9,137,275	$2.286B	1.9%	—	—	COM	88160R101
BSX	BOSTON SCIENTIFIC CORP	37,355,169	$1.972B	1.7%	—	—	COM	101137107
SONY	SONY GROUP CORP	22,674,113	$1.869B	1.6%	—	—	SPONSORED ADR	835699307
WFC	WELLS FARGO CO NEW	43,708,380	$1.786B	1.5%	—	—	COM	949746101
GOOG	ALPHABET INC	12,900,950	$1.701B	1.4%	—	—	CAP STK CL C	02079K107
BMRN	BIOMARIN PHARMACEUTICAL INC	18,406,539	$1.629B	1.4%	—	—	COM	09061G101
—	SPLUNK INC	11,051,468	$1.616B	1.4%	—	—	COM	848637104
TMO	THERMO FISHER SCIENTIFIC INC	3,025,992	$1.532B	1.3%	—	—	COM	883556102
BABA	ALIBABA GROUP HLDG LTD	17,343,272	$1.504B	1.3%	—	—	SPONSORED ADS	01609W102
NVS	NOVARTIS AG	14,595,152	$1.487B	1.3%	—	—	SPONSORED ADR	66987V109
ORCL	ORACLE CORP	13,139,041	$1.392B	1.2%	—	—	COM	68389X105
LUV	SOUTHWEST AIRLS CO	49,796,547	$1.348B	1.1%	—	—	COM	844741108
—	SEAGEN INC	6,261,798	$1.328B	1.1%	—	—	COM	81181C104
RJF	RAYMOND JAMES FINL INC	12,569,127	$1.262B	1.1%	—	—	COM	754730109
BIDU	BAIDU INC	9,270,554	$1.245B	1.1%	—	—	SPON ADR REP A	056752108
FLEX	FLEX LTD	46,100,384	$1.244B	1.0%	—	—	ORD	Y2573F102
—	HESS CORP	8,106,835	$1.24B	1.0%	—	—	COM	42809H107
ROST	ROSS STORES INC	10,912,149	$1.233B	1.0%	—	—	COM	778296103
ACM	AECOM	14,585,379	$1.211B	1.0%	—	—	COM	00766T100
TJX	TJX COS INC NEW	13,567,648	$1.206B	1.0%	—	—	COM	872540109
BMY	BRISTOL-MYERS SQUIBB CO	20,536,150	$1.192B	1.0%	—	—	COM	110122108
NTAP	NETAPP INC	15,240,814	$1.156B	1.0%	—	—	COM	64110D104
NVDA	NVIDIA CORPORATION	2,588,195	$1.126B	1.0%	—	—	COM	67066G104
—	PIONEER NAT RES CO	4,846,356	$1.112B	0.9%	—	—	COM	723787107
UAL	UNITED AIRLS HLDGS INC	23,469,434	$993M	0.8%	—	—	COM	910047109
V	VISA INC	4,040,331	$929M	0.8%	—	—	COM CL A	92826C839
MAT	MATTEL INC	41,616,789	$917M	0.8%	—	—	COM	577081102
ONC	BEIGENE LTD	5,008,739	$901M	0.8%	—	—	SPONSORED ADR	07725L102
INTU	INTUIT	1,757,486	$898M	0.8%	—	—	COM	461202103
J	JACOBS SOLUTIONS INC	6,224,627	$850M	0.7%	—	—	COM	46982L108
DAL	DELTA AIR LINES INC DEL	22,249,768	$823M	0.7%	—	—	COM NEW	247361702
JPM	JPMORGAN CHASE & CO	5,348,946	$776M	0.7%	—	—	COM	46625H100
QCOM	QUALCOMM INC	5,892,497	$654M	0.6%	—	—	COM	747525103
ADI	ANALOG DEVICES INC	3,702,785	$648M	0.5%	—	—	COM	032654105
WHR	WHIRLPOOL CORP	4,703,306	$629M	0.5%	—	—	COM	963320106
RCL	ROYAL CARIBBEAN GROUP	6,191,861	$571M	0.5%	—	—	COM	V7780T103
HPE	HEWLETT PACKARD ENTERPRISE C	32,720,856	$568M	0.5%	—	—	COM	42824C109
MRSH	MARSH & MCLENNAN COS INC	2,932,594	$558M	0.5%	—	—	COM	571748102
ELAN	ELANCO ANIMAL HEALTH INC	49,168,659	$553M	0.5%	—	—	COM	28414H103
AMZN	AMAZON COM INC	4,308,350	$548M	0.5%	—	—	COM	023135106
HPQ	HP INC	20,766,675	$534M	0.5%	—	—	COM	40434L105
ZBH	ZIMMER BIOMET HOLDINGS INC	4,602,427	$516M	0.4%	—	—	COM	98956P102
CAT	CATERPILLAR INC	1,850,970	$505M	0.4%	—	—	COM	149123101
BNTX	BIONTECH SE	4,631,963	$503M	0.4%	—	—	SPONSORED ADS	09075V102
JBL	JABIL INC	3,871,250	$491M	0.4%	—	—	COM	466313103
DIS	DISNEY WALT CO	6,041,777	$490M	0.4%	—	—	COM	254687106
AAL	AMERICAN AIRLS GROUP INC	37,171,066	$476M	0.4%	—	—	COM	02376R102
AMAT	APPLIED MATLS INC	3,372,412	$467M	0.4%	—	—	COM	038222105
UPS	UNITED PARCEL SERVICE INC	2,914,391	$454M	0.4%	—	—	CL B	911312106
NTRS	NORTHERN TR CORP	6,497,047	$451M	0.4%	—	—	COM	665859104
TDG	TRANSDIGM GROUP INC	527,044	$444M	0.4%	—	—	COM	893641100
GSK	GSK PLC	12,058,770	$437M	0.4%	—	—	SPONSORED ADR	37733W204
—	ACTIVISION BLIZZARD INC	4,618,105	$432M	0.4%	—	—	COM	00507V109
TXT	TEXTRON INC	5,394,200	$422M	0.4%	—	—	COM	883203101
KMX	CARMAX INC	5,705,751	$404M	0.3%	—	—	COM	143130102
ALB	ALBEMARLE CORP	2,230,955	$379M	0.3%	—	—	COM	012653101
CSCO	CISCO SYS INC	7,044,690	$379M	0.3%	—	—	COM	17275R102
BAC	BANK AMERICA CORP	13,668,806	$374M	0.3%	—	—	COM	060505104
RIG	TRANSOCEAN LTD	45,531,389	$374M	0.3%	—	—	REG SHS	H8817H100
CME	CME GROUP INC	1,808,830	$362M	0.3%	—	—	COM	12572Q105
EOG	EOG RES INC	2,809,129	$356M	0.3%	—	—	COM	26875P101
ASML	ASML HOLDING N V	594,279	$350M	0.3%	—	—	N Y REGISTRY SHS	N07059210
UNP	UNION PAC CORP	1,629,200	$332M	0.3%	—	—	COM	907818108
AAPL	APPLE INC	1,927,800	$330M	0.3%	—	—	COM	037833100
OLED	UNIVERSAL DISPLAY CORP	2,016,689	$317M	0.3%	—	—	COM	91347P105
LIVN	LIVANOVA PLC	5,785,360	$306M	0.3%	—	—	SHS	G5509L101
ABT	ABBOTT LABS	2,935,854	$284M	0.2%	—	—	COM	002824100
ENTG	ENTEGRIS INC	2,992,544	$281M	0.2%	—	—	COM	29362U104
GLW	CORNING INC	8,764,719	$267M	0.2%	—	—	COM	219350105
ERIC	ERICSSON	54,905,971	$267M	0.2%	—	—	ADR B SEK 10	294821608
CARR	CARRIER GLOBAL CORPORATION	4,816,362	$266M	0.2%	—	—	COM	14448C104
TRMB	TRIMBLE INC	4,836,351	$260M	0.2%	—	—	COM	896239100
CVS	CVS HEALTH CORP	3,427,145	$239M	0.2%	—	—	COM	126650100
MKTX	MARKETAXESS HLDGS INC	1,118,220	$239M	0.2%	—	—	COM	57060D108
A	AGILENT TECHNOLOGIES INC	2,096,801	$234M	0.2%	—	—	COM	00846U101
CPRI	CAPRI HOLDINGS LIMITED	4,434,003	$233M	0.2%	—	—	SHS	G1890L107
XPEV	XPENG INC	11,872,897	$218M	0.2%	—	—	ADS	98422D105
DD	DUPONT DE NEMOURS INC	2,831,360	$211M	0.2%	—	—	COM	26614N102
MS	MORGAN STANLEY	2,543,213	$208M	0.2%	—	—	COM NEW	617446448
PGR	PROGRESSIVE CORP	1,467,320	$204M	0.2%	—	—	COM	743315103
CW	CURTISS WRIGHT CORP	1,039,100	$203M	0.2%	—	—	COM	231561101
META	META PLATFORMS INC	668,925	$201M	0.2%	—	—	CL A	30303M102
GS	GOLDMAN SACHS GROUP INC	593,750	$192M	0.2%	—	—	COM	38141G104
NTNX	NUTANIX INC	5,448,193	$190M	0.2%	—	—	CL A	67059N108
BBWI	BATH & BODY WORKS INC	5,618,075	$190M	0.2%	—	—	COM	070830104
RYTM	RHYTHM PHARMACEUTICALS INC	8,267,421	$190M	0.2%	—	—	COM	76243J105
GD	GENERAL DYNAMICS CORP	852,440	$188M	0.2%	—	—	COM	369550108
DSGX	DESCARTES SYS GROUP INC	2,564,453	$188M	0.2%	—	—	COM	249906108
MAR	MARRIOTT INTL INC NEW	877,600	$173M	0.1%	—	—	CL A	571903202
ACLS	AXCELIS TECHNOLOGIES INC	1,045,976	$171M	0.1%	—	—	COM NEW	054540208
MA	MASTERCARD INCORPORATED	420,900	$167M	0.1%	—	—	CL A	57636Q104
XNCR	XENCOR INC	8,184,206	$165M	0.1%	—	—	COM	98401F105
BB	BLACKBERRY LTD	34,986,522	$165M	0.1%	—	—	COM	09228F103
DLTR	DOLLAR TREE INC	1,500,585	$160M	0.1%	—	—	COM	256746108
—	DISCOVER FINL SVCS	1,828,939	$158M	0.1%	—	—	COM	254709108
C	CITIGROUP INC	3,811,946	$157M	0.1%	—	—	COM NEW	172967424
TER	TERADYNE INC	1,448,630	$146M	0.1%	—	—	COM	880770102
ALK	ALASKA AIR GROUP INC	3,880,247	$144M	0.1%	—	—	COM	011659109
SYY	SYSCO CORP	2,158,250	$143M	0.1%	—	—	COM	871829107
OTIS	OTIS WORLDWIDE CORP	1,699,041	$136M	0.1%	—	—	COM	68902V107
ADSK	AUTODESK INC	650,400	$135M	0.1%	—	—	COM	052769106
EW	EDWARDS LIFESCIENCES CORP	1,936,000	$134M	0.1%	—	—	COM	28176E108
PINS	PINTEREST INC	4,735,900	$128M	0.1%	—	—	CL A	72352L106
TW	TRADEWEB MKTS INC	1,588,775	$127M	0.1%	—	—	CL A	892672106
JBHT	HUNT J B TRANS SVCS INC	654,200	$123M	0.1%	—	—	COM	445658107
FCX	FREEPORT-MCMORAN INC	3,274,900	$122M	0.1%	—	—	CL B	35671D857
PANW	PALO ALTO NETWORKS INC	510,540	$120M	0.1%	—	—	COM	697435105
RVTY	REVVITY INC	1,044,940	$116M	0.1%	—	—	COM	714046109
SYK	STRYKER CORPORATION	420,100	$115M	0.1%	—	—	COM	863667101
XMTR	XOMETRY INC	6,631,211	$113M	0.1%	—	—	CLASS A COM	98423F109
PODD	INSULET CORP	683,198	$109M	0.1%	—	—	COM	45784P101
ALKS	ALKERMES PLC	3,882,230	$109M	0.1%	—	—	SHS	G01767105
FORM	FORMFACTOR INC	3,037,574	$106M	0.1%	—	—	COM	346375108
CHTR	CHARTER COMMUNICATIONS INC N	239,850	$105M	0.1%	—	—	CL A	16119P108
VLO	VALERO ENERGY CORP	742,670	$105M	0.1%	—	—	COM	91913Y100
WDC	WESTERN DIGITAL CORP.	2,279,369	$104M	0.1%	—	—	COM	958102105
EBAY	EBAY INC.	2,348,220	$104M	0.1%	—	—	COM	278642103
KEYS	KEYSIGHT TECHNOLOGIES INC	780,300	$103M	0.1%	—	—	COM	49338L103
LIN	LINDE PLC	276,000	$103M	0.1%	—	—	SHS	G54950103
PYPL	PAYPAL HLDGS INC	1,742,150	$102M	0.1%	—	—	COM	70450Y103
FIS	FIDELITY NATL INFORMATION SV	1,840,700	$102M	0.1%	—	—	COM	31620M106
EA	ELECTRONIC ARTS INC	843,125	$102M	0.1%	—	—	COM	285512109
CSX	CSX CORP	3,299,600	$101M	0.1%	—	—	COM	126408103
TMUS	T-MOBILE US INC	716,219	$100M	0.1%	—	—	COM	872590104
CTRA	COTERRA ENERGY INC	3,696,550	$99.99M	0.1%	—	—	COM	127097103
QSR	RESTAURANT BRANDS INTL INC	1,498,900	$99.86M	0.1%	—	—	COM	76131D103
DOW	DOW INC	1,862,200	$96.02M	0.1%	—	—	COM	260557103
EVR	EVERCORE INC	656,880	$90.57M	0.1%	—	—	CLASS A	29977A105
WEX	WEX INC	475,090	$89.36M	0.1%	—	—	COM	96208T104
CCL	CARNIVAL CORP	6,381,478	$87.55M	0.1%	—	—	COMMON STOCK	143658300
CTVA	CORTEVA INC	1,691,248	$86.52M	0.1%	—	—	COM	22052L104
HLT	HILTON WORLDWIDE HLDGS INC	563,565	$84.64M	0.1%	—	—	COM	43300A203
BURL	BURLINGTON STORES INC	622,200	$84.18M	0.1%	—	—	COM	122017106
MBLY	MOBILEYE GLOBAL INC	2,011,730	$83.59M	0.1%	—	—	COMMON CLASS A	60741F104
MCD	MCDONALDS CORP	291,600	$76.82M	0.1%	—	—	COM	580135101
ROK	ROCKWELL AUTOMATION INC	263,020	$75.19M	0.1%	—	—	COM	773903109
—	VMWARE INC	446,403	$74.32M	0.1%	—	—	CL A COM	928563402
—	WOLFSPEED INC	1,876,794	$71.51M	0.1%	—	—	COM	977852102
SCHW	SCHWAB CHARLES CORP	1,269,408	$69.69M	0.1%	—	—	COM	808513105
AME	AMETEK INC	470,900	$69.58M	0.1%	—	—	COM	031100100
IEX	IDEX CORP	333,170	$69.31M	0.1%	—	—	COM	45167R104
MDT	MEDTRONIC PLC	880,290	$68.98M	0.1%	—	—	SHS	G5960L103
LYV	LIVE NATION ENTERTAINMENT IN	821,330	$68.2M	0.1%	—	—	COM	538034109
IRBTQ	IROBOT CORP	1,793,755	$67.98M	0.1%	—	—	COM	462726100
LYFT	LYFT INC	6,195,745	$65.3M	0.1%	—	—	CL A COM	55087P104
NFLX	NETFLIX INC	169,290	$63.92M	0.1%	—	—	COM	64110L106
UBER	UBER TECHNOLOGIES INC	1,375,550	$63.26M	0.1%	—	—	COM	90353T100
BJ	BJS WHSL CLUB HLDGS INC	879,300	$62.76M	0.1%	—	—	COM	05550J101
CRM	SALESFORCE INC	308,900	$62.64M	0.1%	—	—	COM	79466L302
DHR	DANAHER CORPORATION	249,737	$61.96M	0.1%	—	—	COM	235851102
IQV	IQVIA HLDGS INC	312,376	$61.46M	0.1%	—	—	COM	46266C105
ALC	ALCON AG	794,755	$61.24M	0.1%	—	—	ORD SHS	H01301128
SNY	SANOFI	1,126,990	$60.45M	0.1%	—	—	SPONSORED ADR	80105N105
—	SOUTHWESTERN ENERGY CO	8,913,500	$57.49M	0.0%	—	—	COM	845467109
ILMN	ILLUMINA INC	417,065	$57.25M	0.0%	—	—	COM	452327109
LUNG	PULMONX CORP	5,522,401	$57.05M	0.0%	—	—	COM	745848101
NWL	NEWELL BRANDS INC	6,302,300	$56.91M	0.0%	—	—	COM	651229106
CCJ	CAMECO CORP	1,427,900	$56.6M	0.0%	—	—	COM	13321L108
MXL	MAXLINEAR INC	2,531,650	$56.33M	0.0%	—	—	COM	57776J100
SLB	SCHLUMBERGER LTD	965,000	$56.26M	0.0%	—	—	COM STK	806857108
—	SHOCKWAVE MED INC	280,670	$55.88M	0.0%	—	—	COM	82489T104
XPO	XPO INC	729,900	$54.49M	0.0%	—	—	COM	983793100
OKTA	OKTA INC	664,866	$54.19M	0.0%	—	—	CL A	679295105
CRL	CHARLES RIV LABS INTL INC	273,930	$53.68M	0.0%	—	—	COM	159864107
ARM	ARM HOLDINGS PLC	973,000	$52.07M	0.0%	—	—	SPONSORED ADR	042068205
RYAAY	RYANAIR HOLDINGS PLC	515,300	$50.09M	0.0%	—	—	SPONSORED ADS	783513203
ARLO	ARLO TECHNOLOGIES INC	4,729,300	$48.71M	0.0%	—	—	COM	04206A101
GKOS	GLAUKOS CORP	638,620	$48.06M	0.0%	—	—	COM	377322102
HUBS	HUBSPOT INC	93,750	$46.17M	0.0%	—	—	COM	443573100
NVT	NVENT ELECTRIC PLC	859,000	$45.52M	0.0%	—	—	SHS	G6700G107
NXT	NEXTRACKER INC	1,131,465	$45.44M	0.0%	—	—	CLASS A COM	65290E101
NSC	NORFOLK SOUTHN CORP	229,700	$45.23M	0.0%	—	—	COM	655844108
MO	ALTRIA GROUP INC	1,066,300	$44.84M	0.0%	—	—	COM	02209S103
TTD	THE TRADE DESK INC	573,700	$44.83M	0.0%	—	—	COM CL A	88339J105
NBIX	NEUROCRINE BIOSCIENCES INC	391,585	$44.05M	0.0%	—	—	COM	64125C109
LHX	L3HARRIS TECHNOLOGIES INC	251,300	$43.76M	0.0%	—	—	COM	502431109
OLLI	OLLIES BARGAIN OUTLET HLDGS	545,270	$42.08M	0.0%	—	—	COM	681116109
HON	HONEYWELL INTL INC	221,000	$40.83M	0.0%	—	—	COM	438516106
SSYS	STRATASYS LTD	2,997,499	$40.8M	0.0%	—	—	SHS	M85548101
VSCO	VICTORIAS SECRET AND CO	2,376,566	$39.64M	0.0%	—	—	COMMON STOCK	926400102
MRVL	MARVELL TECHNOLOGY INC	714,300	$38.67M	0.0%	—	—	COM	573874104
NCLH	NORWEGIAN CRUISE LINE HLDG L	2,296,070	$37.84M	0.0%	—	—	SHS	G66721104
FTI	TECHNIPFMC PLC	1,842,200	$37.47M	0.0%	—	—	COM	G87110105
ZM	ZOOM VIDEO COMMUNICATIONS IN	530,750	$37.12M	0.0%	—	—	CL A	98980L101
DE	DEERE & CO	94,550	$35.68M	0.0%	—	—	COM	244199105
LPLA	LPL FINL HLDGS INC	150,000	$35.65M	0.0%	—	—	COM	50212V100
CRWD	CROWDSTRIKE HLDGS INC	202,085	$33.82M	0.0%	—	—	CL A	22788C105
OSIS	OSI SYSTEMS INC	278,990	$32.93M	0.0%	—	—	COM	671044105
EXAS	EXACT SCIENCES CORP	479,300	$32.7M	0.0%	—	—	COM	30063P105
GFL	GFL ENVIRONMENTAL INC	984,700	$31.27M	0.0%	—	—	SUB VTG SHS	36168Q104
LOW	LOWES COS INC	150,000	$31.18M	0.0%	—	—	COM	548661107
DELL	DELL TECHNOLOGIES INC	437,900	$30.17M	0.0%	—	—	CL C	24703L202
MGM	MGM RESORTS INTERNATIONAL	820,600	$30.17M	0.0%	—	—	COM	552953101
RTX	RTX CORPORATION	403,132	$29.01M	0.0%	—	—	COM	75513E101
KEX	KIRBY CORP	347,700	$28.79M	0.0%	—	—	COM	497266106
WSC	WILLSCOT MOBIL MINI HLDNG CO	679,400	$28.26M	0.0%	—	—	COM CL A	971378104
ULTA	ULTA BEAUTY INC	68,160	$27.23M	0.0%	—	—	COM	90384S303
BK	BANK NEW YORK MELLON CORP	636,800	$27.16M	0.0%	—	—	COM	064058100
WAT	WATERS CORP	97,659	$26.78M	0.0%	—	—	COM	941848103
—	ALTAIR ENGR INC	424,150	$26.53M	0.0%	—	—	COM CL A	021369103
INDI	INDIE SEMICONDUCTOR INC	4,193,300	$26.42M	0.0%	—	—	CLASS A COM	45569U101
MOG/A	MOOG INC	233,700	$26.4M	0.0%	—	—	CL A	615394202
ODFL	OLD DOMINION FREIGHT LINE IN	61,850	$25.31M	0.0%	—	—	COM	679580100
BBIO	BRIDGEBIO PHARMA INC	938,700	$24.75M	0.0%	—	—	COM	10806X102
MDB	MONGODB INC	70,900	$24.52M	0.0%	—	—	CL A	60937P106
AUR	AURORA INNOVATION INC	10,212,700	$24M	0.0%	—	—	CLASS A COM	051774107
SAIA	SAIA INC	59,300	$23.64M	0.0%	—	—	COM	78709Y105
KEY	KEYCORP	2,187,600	$23.54M	0.0%	—	—	COM	493267108
AXON	AXON ENTERPRISE INC	117,800	$23.44M	0.0%	—	—	COM	05464C101
SPHR	SPHERE ENTERTAINMENT CO	623,028	$23.15M	0.0%	—	—	CL A	55826T102
GLPG	GALAPAGOS NV	669,677	$23.14M	0.0%	—	—	SPON ADR	36315X101
JBLU	JETBLUE AWYS CORP	4,942,000	$22.73M	0.0%	—	—	COM	477143101
WVE	WAVE LIFE SCIENCES LTD	3,780,508	$21.74M	0.0%	—	—	SHS	Y95308105
MATX	MATSON INC	239,462	$21.25M	0.0%	—	—	COM	57686G105
LVS	LAS VEGAS SANDS CORP	456,900	$20.94M	0.0%	—	—	COM	517834107
U	UNITY SOFTWARE INC	666,727	$20.93M	0.0%	—	—	COM	91332U101
ZNTL	ZENTALIS PHARMACEUTICALS INC	1,033,750	$20.74M	0.0%	—	—	COM	98943L107
IMAX	IMAX CORP	1,046,100	$20.21M	0.0%	—	—	COM	45245E109
HUM	HUMANA INC	38,795	$18.87M	0.0%	—	—	COM	444859102
MSGE	MADISON SQUARE GARDEN ENTMT	573,028	$18.86M	0.0%	—	—	COM CL A	558256103
STX	SEAGATE TECHNOLOGY HLDNGS PL	280,700	$18.51M	0.0%	—	—	ORD SHS	G7997R103
TSN	TYSON FOODS INC	347,500	$17.55M	0.0%	—	—	CL A	902494103
OPTU	ALTICE USA INC	5,285,000	$17.28M	0.0%	—	—	CL A	02156K103
NFE	NEW FORTRESS ENERGY INC	526,500	$17.26M	0.0%	—	—	COM CL A	644393100
ARRY	ARRAY TECHNOLOGIES INC	760,700	$16.88M	0.0%	—	—	COM SHS	04271T100
ALLO	ALLOGENE THERAPEUTICS INC	5,284,386	$16.75M	0.0%	—	—	COM	019770106
—	MASONITE INTL CORP	173,900	$16.21M	0.0%	—	—	COM	575385109
RXO	RXO INC	818,500	$16.15M	0.0%	—	—	COMMON STOCK	74982T103
AMH	AMERICAN HOMES 4 RENT	476,050	$16.04M	0.0%	—	—	CL A	02665T306
TROX	TRONOX HOLDINGS PLC	1,144,200	$15.38M	0.0%	—	—	SHS	G9087Q102
CMCSA	COMCAST CORP NEW	345,800	$15.33M	0.0%	—	—	CL A	20030N101
CERS	CERUS CORP	8,613,000	$13.95M	0.0%	—	—	COM	157085101
GXO	GXO LOGISTICS INCORPORATED	232,400	$13.63M	0.0%	—	—	COMMON STOCK	36262G101
FOLD	AMICUS THERAPEUTICS INC	1,094,200	$13.31M	0.0%	—	—	COM	03152W109
CRDO	CREDO TECHNOLOGY GROUP HOLDI	848,600	$12.94M	0.0%	—	—	ORDINARY SHARES	G25457105
NMIH	NMI HLDGS INC	476,600	$12.91M	0.0%	—	—	CL A	629209305
EAT	BRINKER INTL INC	408,500	$12.9M	0.0%	—	—	COM	109641100
—	FIBROGEN INC	14,724,968	$12.71M	0.0%	—	—	COM	31572Q808
HCAT	HEALTH CATALYST INC	1,120,438	$11.34M	0.0%	—	—	COM	42225T107
—	LI-CYCLE HOLDINGS CORP	3,189,400	$11.32M	0.0%	—	—	COMMON SHARES	50202P105
—	PROS HOLDINGS INC	305,100	$10.56M	0.0%	—	—	COM	74346Y103
PEN	PENUMBRA INC	43,160	$10.44M	0.0%	—	—	COM	70975L107
UNH	UNITEDHEALTH GROUP INC	20,014	$10.09M	0.0%	—	—	COM	91324P102
—	CYBERARK SOFTWARE LTD	61,550	$10.08M	0.0%	—	—	SHS	M2682V108
DASH	DOORDASH INC	126,170	$10.03M	0.0%	—	—	CL A	25809K105
MRK	MERCK & CO INC	93,000	$9.574M	0.0%	—	—	COM	58933Y105
ESAB	ESAB CORPORATION	132,565	$9.309M	0.0%	—	—	COM	29605J106
RMBS	RAMBUS INC DEL	166,163	$9.27M	0.0%	—	—	COM	750917106
ETSY	ETSY INC	139,800	$9.028M	0.0%	—	—	COM	29786A106
—	PERIMETER SOLUTIONS SA	1,977,651	$8.979M	0.0%	—	—	COMMON STOCK	L7579L106
LAB	STANDARD BIOTOOLS INC	3,083,080	$8.941M	0.0%	—	—	COM	34385P108
GFF	GRIFFON CORP	221,700	$8.795M	0.0%	—	—	COM	398433102
RPD	RAPID7 INC	187,050	$8.563M	0.0%	—	—	COM	753422104
RIVN	RIVIAN AUTOMOTIVE INC	339,200	$8.236M	0.0%	—	—	COM CL A	76954A103
PM	PHILIP MORRIS INTL INC	87,300	$8.082M	0.0%	—	—	COM	718172109
RGEN	REPLIGEN CORP	50,629	$8.051M	0.0%	—	—	COM	759916109
ROCK	GIBRALTAR INDS INC	113,700	$7.676M	0.0%	—	—	COM	374689107
KNX	KNIGHT-SWIFT TRANSN HLDGS IN	151,700	$7.608M	0.0%	—	—	CL A	499049104
ENOV	ENOVIS CORPORATION	143,066	$7.544M	0.0%	—	—	COM	194014502
GTM	ZOOMINFO TECHNOLOGIES INC	424,419	$6.96M	0.0%	—	—	COMMON STOCK	98980F104
RBLX	ROBLOX CORP	223,150	$6.462M	0.0%	—	—	CL A	771049103
DG	DOLLAR GEN CORP NEW	60,750	$6.427M	0.0%	—	—	COM	256677105
—	ASSETMARK FINL HLDGS INC	251,700	$6.313M	0.0%	—	—	COM	04546L106
EPR	EPR PPTYS	136,720	$5.679M	0.0%	—	—	COM SH BEN INT	26884U109
OMCL	OMNICELL COM	124,707	$5.617M	0.0%	—	—	COM	68213N109
AMLX	AMYLYX PHARMACEUTICALS INC	304,900	$5.583M	0.0%	—	—	COM	03237H101
—	LESLIES INC	976,800	$5.529M	0.0%	—	—	COM	527064109
GTLB	GITLAB INC	121,990	$5.516M	0.0%	—	—	CLASS A COM	37637K108
BOOT	BOOT BARN HLDGS INC	65,830	$5.345M	0.0%	—	—	COM	099406100
CIEN	CIENA CORP	109,185	$5.16M	0.0%	—	—	COM NEW	171779309
IE	IVANHOE ELECTRIC INC	410,798	$4.888M	0.0%	—	—	COM	46578C108
TENB	TENABLE HLDGS INC	108,900	$4.879M	0.0%	—	—	COM	88025T102
JELD	JELD-WEN HLDG INC	347,300	$4.64M	0.0%	—	—	COM	47580P103
HLN	HALEON PLC	551,400	$4.593M	0.0%	—	—	SPON ADS	405552100
OSUR	ORASURE TECHNOLOGIES INC	768,920	$4.56M	0.0%	—	—	COM	68554V108
—	IMMUNOGEN INC	273,100	$4.334M	0.0%	—	—	COM	45253H101
—	NEKTAR THERAPEUTICS	7,197,983	$4.287M	0.0%	—	—	COM	640268108
HTZ	HERTZ GLOBAL HLDGS INC	349,800	$4.285M	0.0%	—	—	COM NEW	42806J700
FTNT	FORTINET INC	70,450	$4.134M	0.0%	—	—	COM	34959E109
SSTK	SHUTTERSTOCK INC	99,800	$3.797M	0.0%	—	—	COM	825690100
GH	GUARDANT HEALTH INC	119,976	$3.556M	0.0%	—	—	COM	40131M109
—	SPIRIT AIRLS INC	212,700	$3.51M	0.0%	—	—	COM	848577102
GRWG	GROWGENERATION CORP	1,159,900	$3.387M	0.0%	—	—	COM	39986L109
ALGT	ALLEGIANT TRAVEL CO	41,950	$3.224M	0.0%	—	—	COM	01748X102
LUCK	BOWLERO CORP	326,900	$3.145M	0.0%	—	—	CL A COM	10258P102
LASR	NLIGHT INC	271,574	$2.824M	0.0%	—	—	COM	65487K100
GIL	GILDAN ACTIVEWEAR INC	99,000	$2.773M	0.0%	—	—	COM	375916103
GMED	GLOBUS MED INC	52,425	$2.603M	0.0%	—	—	CL A	379577208
NGVT	INGEVITY CORP	52,000	$2.476M	0.0%	—	—	COM	45688C107
FRSH	FRESHWORKS INC	123,900	$2.468M	0.0%	—	—	CLASS A COM	358054104
DECK	DECKERS OUTDOOR CORP	4,694	$2.413M	0.0%	—	—	COM	243537107
CBOE	CBOE GLOBAL MKTS INC	15,100	$2.359M	0.0%	—	—	COM	12503M108
—	SAGE THERAPEUTICS INC	89,850	$1.849M	0.0%	—	—	COM	78667J108
MQ	MARQETA INC	300,200	$1.795M	0.0%	—	—	CLASS A COM	57142B104
—	ZIMVIE INC	190,010	$1.788M	0.0%	—	—	COM	98888T107
AMBA	AMBARELLA INC	33,100	$1.755M	0.0%	—	—	SHS	G037AX101
—	JAMF HLDG CORP	90,900	$1.605M	0.0%	—	—	COM	47074L105
GEF/B	GREIF INC	24,000	$1.597M	0.0%	—	—	CL B	397624206
SNCY	SUN CTRY AIRLS HLDGS INC	99,905	$1.483M	0.0%	—	—	COM	866683105
FIVE	FIVE BELOW INC	9,200	$1.48M	0.0%	—	—	COM	33829M101
—	ARISTA NETWORKS INC	7,150	$1.315M	0.0%	—	—	COM	040413106
TXG	10X GENOMICS INC	30,100	$1.242M	0.0%	—	—	CL A COM	88025U109
SNAP	SNAP INC	133,250	$1.187M	0.0%	—	—	CL A	83304A106
DRI	DARDEN RESTAURANTS INC	8,000	$1.146M	0.0%	—	—	COM	237194105
SAFE	SAFEHOLD INC	53,600	$954K	0.0%	—	—	COM	78646V107
—	HAWAIIAN HOLDINGS INC	144,900	$917K	0.0%	—	—	COM	419879101
ADPT	ADAPTIVE BIOTECHNOLOGIES COR	146,190	$797K	0.0%	—	—	COM	00650F109
NNBR	NN INC	381,400	$709K	0.0%	—	—	COM	629337106
BE	BLOOM ENERGY CORP	49,600	$658K	0.0%	—	—	COM CL A	093712107
FLYW	FLYWIRE CORPORATION	19,100	$609K	0.0%	—	—	COM VTG	302492103
ULCC	FRONTIER GROUP HLDGS INC	113,200	$548K	0.0%	—	—	COM	35909R108
RNG	RINGCENTRAL INC	17,500	$519K	0.0%	—	—	CL A	76680R206
ARAY	ACCURAY INC	180,800	$492K	0.0%	—	—	COM	004397105
BIOX	BIOCERES CROP SOLUTIONS CORP	40,900	$462K	0.0%	—	—	SHS	G1117K114
DUOL	DUOLINGO INC	2,350	$390K	0.0%	—	—	CL A COM	26603R106
VLRS	CONTROLADORA VUELA COMP DE A	52,700	$358K	0.0%	—	—	SPON ADR RP 10	21240E105
AWI	ARMSTRONG WORLD INDS INC NEW	3,200	$230K	0.0%	—	—	COM	04247X102
MASS	908 DEVICES INC	26,870	$179K	0.0%	—	—	COM	65443P102
MREO	MEREO BIOPHARMA GROUP PLC	79,000	$102K	0.0%	—	—	SPON ADS	589492107