Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
LLY	ELI LILLY & CO	22,200,534	$12.94B	10.2%	—	—	COM	532457108
BIIB	BIOGEN INC	16,264,481	$4.209B	3.3%	—	—	COM	09062X103
AMGN	AMGEN INC	14,591,468	$4.203B	3.3%	—	—	COM	031162100
MSFT	MICROSOFT CORP	10,354,697	$3.894B	3.1%	—	—	COM	594918104
INTC	INTEL CORP	75,237,927	$3.781B	3.0%	—	—	COM	458140100
ADBE	ADOBE INC	5,942,278	$3.545B	2.8%	—	—	COM	00724F101
KLAC	KLA CORP	5,890,309	$3.424B	2.7%	—	—	COM NEW	482480100
FDX	FEDEX CORP	12,902,957	$3.264B	2.6%	—	—	COM	31428X106
MU	MICRON TECHNOLOGY INC	37,491,511	$3.2B	2.5%	—	—	COM	595112103
AZN	ASTRAZENECA PLC	42,987,075	$2.895B	2.3%	—	—	SPONSORED ADR	046353108
GOOGL	ALPHABET INC	19,200,410	$2.682B	2.1%	—	—	CAP STK CL A	02079K305
TXN	TEXAS INSTRS INC	15,614,995	$2.662B	2.1%	—	—	COM	882508104
TSLA	TESLA INC	9,075,585	$2.255B	1.8%	—	—	COM	88160R101
BSX	BOSTON SCIENTIFIC CORP	37,905,659	$2.191B	1.7%	—	—	COM	101137107
WFC	WELLS FARGO CO NEW	42,829,870	$2.108B	1.7%	—	—	COM	949746101
SONY	SONY GROUP CORP	22,173,343	$2.1B	1.7%	—	—	SPONSORED ADR	835699307
GOOG	ALPHABET INC	12,738,775	$1.795B	1.4%	—	—	CAP STK CL C	02079K107
BMRN	BIOMARIN PHARMACEUTICAL INC	18,414,374	$1.776B	1.4%	—	—	COM	09061G101
—	SPLUNK INC	10,820,268	$1.648B	1.3%	—	—	COM	848637104
TMO	THERMO FISHER SCIENTIFIC INC	3,002,872	$1.594B	1.3%	—	—	COM	883556102
ROST	ROSS STORES INC	10,806,804	$1.496B	1.2%	—	—	COM	778296103
LUV	SOUTHWEST AIRLS CO	49,444,947	$1.428B	1.1%	—	—	COM	844741108
BABA	ALIBABA GROUP HLDG LTD	18,224,982	$1.413B	1.1%	—	—	SPONSORED ADS	01609W102
ORCL	ORACLE CORP	13,133,401	$1.385B	1.1%	—	—	COM	68389X105
FLEX	FLEX LTD	45,139,254	$1.375B	1.1%	—	—	ORD	Y2573F102
RJF	RAYMOND JAMES FINL INC	12,317,607	$1.373B	1.1%	—	—	COM	754730109
NVS	NOVARTIS AG	12,905,697	$1.303B	1.0%	—	—	SPONSORED ADR	66987V109
NTAP	NETAPP INC	14,709,824	$1.297B	1.0%	—	—	COM	64110D104
ACM	AECOM	14,009,719	$1.295B	1.0%	—	—	COM	00766T100
NVDA	NVIDIA CORPORATION	2,576,730	$1.276B	1.0%	—	—	COM	67066G104
TJX	TJX COS INC NEW	13,491,848	$1.266B	1.0%	—	—	COM	872540109
BMY	BRISTOL-MYERS SQUIBB CO	23,534,378	$1.208B	1.0%	—	—	COM	110122108
—	HESS CORP	7,970,450	$1.149B	0.9%	—	—	COM	42809H107
BIDU	BAIDU INC	9,283,034	$1.106B	0.9%	—	—	SPON ADR REP A	056752108
INTU	INTUIT	1,736,031	$1.085B	0.9%	—	—	COM	461202103
—	PIONEER NAT RES CO	4,760,256	$1.07B	0.8%	—	—	COM	723787107
V	VISA INC	4,046,151	$1.053B	0.8%	—	—	COM CL A	92826C839
UAL	UNITED AIRLS HLDGS INC	23,353,324	$964M	0.8%	—	—	COM	910047109
ONC	BEIGENE LTD	4,988,639	$900M	0.7%	—	—	SPONSORED ADR	07725L102
DAL	DELTA AIR LINES INC DEL	22,199,858	$893M	0.7%	—	—	COM NEW	247361702
J	JACOBS SOLUTIONS INC	6,097,102	$791M	0.6%	—	—	COM	46982L108
MAT	MATTEL INC	41,178,489	$777M	0.6%	—	—	COM	577081102
RCL	ROYAL CARIBBEAN GROUP	6,001,561	$777M	0.6%	—	—	COM	V7780T103
JPM	JPMORGAN CHASE & CO	4,524,046	$770M	0.6%	—	—	COM	46625H100
ELAN	ELANCO ANIMAL HEALTH INC	50,600,324	$754M	0.6%	—	—	COM	28414H103
QCOM	QUALCOMM INC	5,211,042	$754M	0.6%	—	—	COM	747525103
ADI	ANALOG DEVICES INC	3,656,705	$726M	0.6%	—	—	COM	032654105
AMZN	AMAZON COM INC	4,325,350	$657M	0.5%	—	—	COM	023135106
HPQ	HP INC	20,801,915	$626M	0.5%	—	—	COM	40434L105
ZBH	ZIMMER BIOMET HOLDINGS INC	5,086,578	$619M	0.5%	—	—	COM	98956P102
NTRS	NORTHERN TR CORP	6,891,902	$582M	0.5%	—	—	COM	665859104
WHR	WHIRLPOOL CORP	4,729,936	$576M	0.5%	—	—	COM	963320106
DIS	DISNEY WALT CO	6,276,477	$567M	0.4%	—	—	COM	254687106
MRSH	MARSH & MCLENNAN COS INC	2,906,344	$551M	0.4%	—	—	COM	571748102
HPE	HEWLETT PACKARD ENTERPRISE C	32,152,126	$546M	0.4%	—	—	COM	42824C109
CAT	CATERPILLAR INC	1,804,480	$534M	0.4%	—	—	COM	149123101
AMAT	APPLIED MATLS INC	3,234,083	$524M	0.4%	—	—	COM	038222105
TDG	TRANSDIGM GROUP INC	510,994	$517M	0.4%	—	—	COM	893641100
AAL	AMERICAN AIRLS GROUP INC	37,047,931	$509M	0.4%	—	—	COM	02376R102
BNTX	BIONTECH SE	4,763,453	$503M	0.4%	—	—	SPONSORED ADS	09075V102
ALB	ALBEMARLE CORP	3,476,674	$502M	0.4%	—	—	COM	012653101
JBL	JABIL INC	3,722,975	$474M	0.4%	—	—	COM	466313103
UPS	UNITED PARCEL SERVICE INC	2,897,291	$456M	0.4%	—	—	CL B	911312106
GSK	GSK PLC	12,089,370	$448M	0.4%	—	—	SPONSORED ADR	37733W204
ASML	ASML HOLDING N V	579,179	$438M	0.3%	—	—	N Y REGISTRY SHS	N07059210
TXT	TEXTRON INC	5,375,995	$432M	0.3%	—	—	COM	883203101
KMX	CARMAX INC	5,587,871	$429M	0.3%	—	—	COM	143130102
BAC	BANK AMERICA CORP	11,952,906	$402M	0.3%	—	—	COM	060505104
UNP	UNION PAC CORP	1,625,700	$399M	0.3%	—	—	COM	907818108
CME	CME GROUP INC	1,787,730	$376M	0.3%	—	—	COM	12572Q105
AAPL	APPLE INC	1,925,800	$371M	0.3%	—	—	COM	037833100
RYTM	RHYTHM PHARMACEUTICALS INC	8,052,648	$370M	0.3%	—	—	COM	76243J105
OLED	UNIVERSAL DISPLAY CORP	1,912,282	$366M	0.3%	—	—	COM	91347P105
ENTG	ENTEGRIS INC	2,987,244	$358M	0.3%	—	—	COM	29362U104
CSCO	CISCO SYS INC	6,849,690	$346M	0.3%	—	—	COM	17275R102
ERIC	TELEFONAKTIEBOLAGET LM ERICS	53,963,871	$340M	0.3%	—	—	ADR B SEK 10	294821608
EOG	EOG RES INC	2,792,229	$338M	0.3%	—	—	COM	26875P101
MKTX	MARKETAXESS HLDGS INC	1,122,560	$329M	0.3%	—	—	COM	57060D108
RIG	TRANSOCEAN LTD	50,699,389	$322M	0.3%	—	—	REG SHS	H8817H100
ABT	ABBOTT LABS	2,858,141	$315M	0.2%	—	—	COM	002824100
LIVN	LIVANOVA PLC	5,791,280	$300M	0.2%	—	—	SHS	G5509L101
A	AGILENT TECHNOLOGIES INC	2,028,891	$282M	0.2%	—	—	COM	00846U101
CVS	CVS HEALTH CORP	3,443,795	$272M	0.2%	—	—	COM	126650100
TRMB	TRIMBLE INC	5,025,141	$267M	0.2%	—	—	COM	896239100
GLW	CORNING INC	8,678,819	$264M	0.2%	—	—	COM	219350105
CARR	CARRIER GLOBAL CORPORATION	4,337,462	$249M	0.2%	—	—	COM	14448C104
NTNX	NUTANIX INC	5,105,193	$243M	0.2%	—	—	CL A	67059N108
BBWI	BATH & BODY WORKS INC	5,604,915	$242M	0.2%	—	—	COM	070830104
META	META PLATFORMS INC	677,725	$240M	0.2%	—	—	CL A	30303M102
XMTR	XOMETRY INC	6,652,858	$239M	0.2%	—	—	CLASS A COM	98423F109
PGR	PROGRESSIVE CORP	1,463,750	$233M	0.2%	—	—	COM	743315103
CW	CURTISS WRIGHT CORP	1,010,630	$225M	0.2%	—	—	COM	231561101
GD	GENERAL DYNAMICS CORP	842,650	$219M	0.2%	—	—	COM	369550108
CPRI	CAPRI HOLDINGS LIMITED	4,225,653	$212M	0.2%	—	—	SHS	G1890L107
DLTR	DOLLAR TREE INC	1,485,385	$211M	0.2%	—	—	COM	256746108
DD	DUPONT DE NEMOURS INC	2,716,656	$209M	0.2%	—	—	COM	26614N102
—	DISCOVER FINL SVCS	1,794,919	$202M	0.2%	—	—	COM	254709108
MAR	MARRIOTT INTL INC NEW	876,500	$198M	0.2%	—	—	CL A	571903202
DSGX	DESCARTES SYS GROUP INC	2,342,953	$197M	0.2%	—	—	COM	249906108
C	CITIGROUP INC	3,715,846	$191M	0.2%	—	—	COM NEW	172967424
XNCR	XENCOR INC	8,901,607	$189M	0.1%	—	—	COM	98401F105
XPEV	XPENG INC	12,497,823	$182M	0.1%	—	—	ADS	98422D105
MA	MASTERCARD INCORPORATED	419,400	$179M	0.1%	—	—	CL A	57636Q104
OTIS	OTIS WORLDWIDE CORP	1,882,741	$168M	0.1%	—	—	COM	68902V107
PINS	PINTEREST INC	4,498,600	$167M	0.1%	—	—	CL A	72352L106
MS	MORGAN STANLEY	1,770,204	$165M	0.1%	—	—	COM NEW	617446448
SYY	SYSCO CORP	2,199,500	$161M	0.1%	—	—	COM	871829107
ADSK	AUTODESK INC	650,400	$158M	0.1%	—	—	COM	052769106
TER	TERADYNE INC	1,426,695	$155M	0.1%	—	—	COM	880770102
ALK	ALASKA AIR GROUP INC	3,862,547	$151M	0.1%	—	—	COM	011659109
PANW	PALO ALTO NETWORKS INC	507,965	$150M	0.1%	—	—	COM	697435105
EW	EDWARDS LIFESCIENCES CORP	1,901,000	$145M	0.1%	—	—	COM	28176E108
TW	TRADEWEB MKTS INC	1,586,895	$144M	0.1%	—	—	CL A	892672106
FCX	FREEPORT-MCMORAN INC	3,318,000	$141M	0.1%	—	—	CL B	35671D857
PODD	INSULET CORP	643,478	$140M	0.1%	—	—	COM	45784P101
GS	GOLDMAN SACHS GROUP INC	350,850	$135M	0.1%	—	—	COM	38141G104
ACLS	AXCELIS TECHNOLOGIES INC	1,042,046	$135M	0.1%	—	—	COM NEW	054540208
SYK	STRYKER CORPORATION	436,100	$131M	0.1%	—	—	COM	863667101
NFE	NEW FORTRESS ENERGY INC	3,438,300	$130M	0.1%	—	—	COM CL A	644393100
JBHT	HUNT J B TRANS SVCS INC	648,500	$130M	0.1%	—	—	COM	445658107
FORM	FORMFACTOR INC	3,030,914	$126M	0.1%	—	—	COM	346375108
BB	BLACKBERRY LTD	34,835,822	$123M	0.1%	—	—	COM	09228F103
KEYS	KEYSIGHT TECHNOLOGIES INC	763,280	$121M	0.1%	—	—	COM	49338L103
BURL	BURLINGTON STORES INC	620,100	$121M	0.1%	—	—	COM	122017106
CCL	CARNIVAL CORP	6,317,278	$117M	0.1%	—	—	UNIT 99/99/9999	143658300
QSR	RESTAURANT BRANDS INTL INC	1,498,900	$117M	0.1%	—	—	COM	76131D103
CSX	CSX CORP	3,299,600	$114M	0.1%	—	—	COM	126408103
TMUS	T-MOBILE US INC	712,839	$114M	0.1%	—	—	COM	872590104
EA	ELECTRONIC ARTS INC	832,625	$114M	0.1%	—	—	COM	285512109
LIN	LINDE PLC	276,000	$113M	0.1%	—	—	SHS	G54950103
EVR	EVERCORE INC	656,880	$112M	0.1%	—	—	CLASS A	29977A105
FIS	FIDELITY NATL INFORMATION SV	1,812,300	$109M	0.1%	—	—	COM	31620M106
RVTY	REVVITY INC	988,935	$108M	0.1%	—	—	COM	714046109
PYPL	PAYPAL HLDGS INC	1,708,850	$105M	0.1%	—	—	COM	70450Y103
HLT	HILTON WORLDWIDE HLDGS INC	563,565	$103M	0.1%	—	—	COM	43300A203
EBAY	EBAY INC.	2,341,160	$102M	0.1%	—	—	COM	278642103
ALKS	ALKERMES PLC	3,565,625	$98.91M	0.1%	—	—	SHS	G01767105
DOW	DOW INC	1,781,125	$97.68M	0.1%	—	—	COM	260557103
CHTR	CHARTER COMMUNICATIONS INC N	239,850	$93.22M	0.1%	—	—	CL A	16119P108
VLO	VALERO ENERGY CORP	710,100	$92.31M	0.1%	—	—	COM	91913Y100
LYFT	LYFT INC	6,143,530	$92.09M	0.1%	—	—	CL A COM	55087P104
CTRA	COTERRA ENERGY INC	3,545,650	$90.48M	0.1%	—	—	COM	127097103
WEX	WEX INC	454,650	$88.45M	0.1%	—	—	COM	96208T104
SCHW	SCHWAB CHARLES CORP	1,257,908	$86.54M	0.1%	—	—	COM	808513105
MCD	MCDONALDS CORP	291,600	$86.46M	0.1%	—	—	COM	580135101
MBLY	MOBILEYE GLOBAL INC	1,972,690	$85.46M	0.1%	—	—	COMMON CLASS A	60741F104
—	WOLFSPEED INC	1,906,494	$82.95M	0.1%	—	—	COM	977852102
NFLX	NETFLIX INC	167,390	$81.5M	0.1%	—	—	COM	64110L106
UBER	UBER TECHNOLOGIES INC	1,323,450	$81.48M	0.1%	—	—	COM	90353T100
ROK	ROCKWELL AUTOMATION INC	261,990	$81.34M	0.1%	—	—	COM	773903109
CRM	SALESFORCE INC	308,900	$81.28M	0.1%	—	—	COM	79466L302
WDC	WESTERN DIGITAL CORP.	1,542,608	$80.79M	0.1%	—	—	COM	958102105
BA	BOEING CO	299,300	$78.02M	0.1%	—	—	COM	097023105
CTVA	CORTEVA INC	1,624,978	$77.87M	0.1%	—	—	COM	22052L104
AME	AMETEK INC	470,900	$77.65M	0.1%	—	—	COM	031100100
LYV	LIVE NATION ENTERTAINMENT IN	816,060	$76.38M	0.1%	—	—	COM	538034109
NWL	NEWELL BRANDS INC	8,511,972	$73.88M	0.1%	—	—	COM	651229106
IQV	IQVIA HLDGS INC	313,336	$72.5M	0.1%	—	—	COM	46266C105
ZM	ZOOM VIDEO COMMUNICATIONS IN	1,005,450	$72.3M	0.1%	—	—	CL A	98980L101
MDT	MEDTRONIC PLC	876,695	$72.22M	0.1%	—	—	SHS	G5960L103
LUNG	PULMONX CORP	5,646,451	$71.99M	0.1%	—	—	COM	745848101
ARM	ARM HOLDINGS PLC	953,740	$71.67M	0.1%	—	—	SPONSORED ADR	042068205
IEX	IDEX CORP	324,380	$70.43M	0.1%	—	—	COM	45167R104
RYAAY	RYANAIR HOLDINGS PLC	515,300	$68.72M	0.1%	—	—	SPONSORED ADS	783513203
IRBTQ	IROBOT CORP	1,761,755	$68.18M	0.1%	—	—	COM	462726100
AVGO	BROADCOM INC	58,371	$65.16M	0.1%	—	—	COM	11135F101
CRL	CHARLES RIV LABS INTL INC	273,930	$64.76M	0.1%	—	—	COM	159864107
GKOS	GLAUKOS CORP	790,035	$62.8M	0.0%	—	—	COM	377322102
VSCO	VICTORIAS SECRET AND CO	2,344,667	$62.23M	0.0%	—	—	COMMON STOCK	926400102
ALC	ALCON AG	791,915	$61.86M	0.0%	—	—	ORD SHS	H01301128
CCJ	CAMECO CORP	1,418,700	$61.15M	0.0%	—	—	COM	13321L108
OKTA	OKTA INC	655,266	$59.32M	0.0%	—	—	CL A	679295105
BJ	BJS WHSL CLUB HLDGS INC	879,300	$58.61M	0.0%	—	—	COM	05550J101
DHR	DANAHER CORPORATION	248,737	$57.54M	0.0%	—	—	COM	235851102
MXL	MAXLINEAR INC	2,403,050	$57.12M	0.0%	—	—	COM	57776J100
ILMN	ILLUMINA INC	407,325	$56.72M	0.0%	—	—	COM	452327109
—	SOUTHWESTERN ENERGY CO	8,658,000	$56.71M	0.0%	—	—	COM	845467109
SNY	SANOFI	1,123,030	$55.85M	0.0%	—	—	SPONSORED ADR	80105N105
—	SHOCKWAVE MED INC	282,770	$53.88M	0.0%	—	—	COM	82489T104
HUBS	HUBSPOT INC	92,350	$53.61M	0.0%	—	—	COM	443573100
NSC	NORFOLK SOUTHN CORP	224,100	$52.97M	0.0%	—	—	COM	655844108
LHX	L3HARRIS TECHNOLOGIES INC	251,300	$52.93M	0.0%	—	—	COM	502431109
NBIX	NEUROCRINE BIOSCIENCES INC	398,323	$52.48M	0.0%	—	—	COM	64125C109
CRWD	CROWDSTRIKE HLDGS INC	201,885	$51.55M	0.0%	—	—	CL A	22788C105
XPO	XPO INC	585,100	$51.25M	0.0%	—	—	COM	983793100
NVT	NVENT ELECTRIC PLC	859,000	$50.76M	0.0%	—	—	SHS	G6700G107
SLB	SCHLUMBERGER LTD	965,000	$50.22M	0.0%	—	—	COM STK	806857108
NXT	NEXTRACKER INC	1,002,770	$46.98M	0.0%	—	—	CLASS A COM	65290E101
ARLO	ARLO TECHNOLOGIES INC	4,876,641	$46.43M	0.0%	—	—	COM	04206A101
HON	HONEYWELL INTL INC	221,000	$46.35M	0.0%	—	—	COM	438516106
MRVL	MARVELL TECHNOLOGY INC	767,700	$46.3M	0.0%	—	—	COM	573874104
NCLH	NORWEGIAN CRUISE LINE HLDG L	2,281,670	$45.72M	0.0%	—	—	SHS	G66721104
AUR	AURORA INNOVATION INC	10,212,700	$44.63M	0.0%	—	—	CLASS A COM	051774107
MO	ALTRIA GROUP INC	1,031,200	$41.6M	0.0%	—	—	COM	02209S103
OLLI	OLLIES BARGAIN OUTLET HLDGS	544,970	$41.36M	0.0%	—	—	COM	681116109
TTD	THE TRADE DESK INC	573,700	$41.28M	0.0%	—	—	COM CL A	88339J105
INDI	INDIE SEMICONDUCTOR INC	5,060,480	$41.04M	0.0%	—	—	CLASS A COM	45569U101
SSYS	STRATASYS LTD	2,776,999	$39.66M	0.0%	—	—	SHS	M85548101
BBIO	BRIDGEBIO PHARMA INC	944,000	$38.11M	0.0%	—	—	COM	10806X102
FTI	TECHNIPFMC PLC	1,842,200	$37.1M	0.0%	—	—	COM	G87110105
OSIS	OSI SYSTEMS INC	285,200	$36.81M	0.0%	—	—	COM	671044105
MGM	MGM RESORTS INTERNATIONAL	818,950	$36.59M	0.0%	—	—	COM	552953101
EXAS	EXACT SCIENCES CORP	479,300	$35.46M	0.0%	—	—	COM	30063P105
MOG/A	MOOG INC	243,700	$35.28M	0.0%	—	—	CL A	615394202
DE	DEERE & CO	86,910	$34.75M	0.0%	—	—	COM	244199105
GFL	GFL ENVIRONMENTAL INC	997,900	$34.44M	0.0%	—	—	SUB VTG SHS	36168Q104
LPLA	LPL FINL HLDGS INC	150,000	$34.14M	0.0%	—	—	COM	50212V100
RTX	RTX CORPORATION	402,232	$33.84M	0.0%	—	—	COM	75513E101
STX	SEAGATE TECHNOLOGY HLDNGS PL	393,650	$33.61M	0.0%	—	—	ORD SHS	G7997R103
KEY	KEYCORP	2,328,500	$33.53M	0.0%	—	—	COM	493267108
LOW	LOWES COS INC	150,000	$33.38M	0.0%	—	—	COM	548661107
ULTA	ULTA BEAUTY INC	67,970	$33.3M	0.0%	—	—	COM	90384S303
DELL	DELL TECHNOLOGIES INC	434,720	$33.26M	0.0%	—	—	CL C	24703L202
BK	BANK NEW YORK MELLON CORP	636,800	$33.15M	0.0%	—	—	COM	064058100
—	ALTAIR ENGR INC	384,813	$32.38M	0.0%	—	—	COM CL A	021369103
WAT	WATERS CORP	92,259	$30.37M	0.0%	—	—	COM	941848103
WSC	WILLSCOT MOBIL MINI HLDNG CO	679,400	$30.23M	0.0%	—	—	COM CL A	971378104
GLPG	GALAPAGOS NV	678,877	$27.6M	0.0%	—	—	SPON ADR	36315X101
U	UNITY SOFTWARE INC	672,847	$27.51M	0.0%	—	—	COM	91332U101
AXON	AXON ENTERPRISE INC	105,000	$27.12M	0.0%	—	—	COM	05464C101
SAIA	SAIA INC	61,500	$26.95M	0.0%	—	—	COM	78709Y105
MDB	MONGODB INC	63,700	$26.04M	0.0%	—	—	CL A	60937P106
KEX	KIRBY CORP	328,500	$25.78M	0.0%	—	—	COM	497266106
ODFL	OLD DOMINION FREIGHT LINE IN	59,150	$23.98M	0.0%	—	—	COM	679580100
MATX	MATSON INC	213,862	$23.44M	0.0%	—	—	COM	57686G105
LVS	LAS VEGAS SANDS CORP	448,500	$22.07M	0.0%	—	—	COM	517834107
SPHR	SPHERE ENTERTAINMENT CO	623,028	$21.16M	0.0%	—	—	CL A	55826T102
RXO	RXO INC	829,000	$19.28M	0.0%	—	—	COMMON STOCK	74982T103
WVE	WAVE LIFE SCIENCES LTD	3,759,408	$18.99M	0.0%	—	—	SHS	Y95308105
TSN	TYSON FOODS INC	348,500	$18.73M	0.0%	—	—	CL A	902494103
CERS	CERUS CORP	8,613,000	$18.6M	0.0%	—	—	COM	157085101
JBLU	JETBLUE AWYS CORP	3,351,100	$18.6M	0.0%	—	—	COM	477143101
MSGE	MADISON SQUARE GARDEN ENTMT	573,028	$18.22M	0.0%	—	—	COM CL A	558256103
HUM	HUMANA INC	38,795	$17.76M	0.0%	—	—	COM	444859102
TROX	TRONOX HOLDINGS PLC	1,234,700	$17.48M	0.0%	—	—	SHS	G9087Q102
OPTU	ALTICE USA INC	5,285,000	$17.18M	0.0%	—	—	CL A	02156K103
ALLO	ALLOGENE THERAPEUTICS INC	5,281,886	$16.95M	0.0%	—	—	COM	019770106
CRDO	CREDO TECHNOLOGY GROUP HOLDI	840,600	$16.37M	0.0%	—	—	ORDINARY SHARES	G25457105
IT	GARTNER INC	35,000	$15.79M	0.0%	—	—	COM	366651107
FOLD	AMICUS THERAPEUTICS INC	1,094,200	$15.53M	0.0%	—	—	COM	03152W109
ZNTL	ZENTALIS PHARMACEUTICALS INC	1,023,350	$15.5M	0.0%	—	—	COM	98943L107
IMAX	IMAX CORP	1,029,200	$15.46M	0.0%	—	—	COM	45245E109
CMCSA	COMCAST CORP NEW	345,800	$15.16M	0.0%	—	—	CL A	20030N101
—	MASONITE INTL CORP	173,900	$14.72M	0.0%	—	—	COM	575385109
AMH	AMERICAN HOMES 4 RENT	399,300	$14.36M	0.0%	—	—	CL A	02665T306
GXO	GXO LOGISTICS INCORPORATED	232,400	$14.21M	0.0%	—	—	COMMON STOCK	36262G101
NMIH	NMI HLDGS INC	472,470	$14.02M	0.0%	—	—	CL A	629209305
GFF	GRIFFON CORP	221,700	$13.51M	0.0%	—	—	COM	398433102
—	CYBERARK SOFTWARE LTD	61,550	$13.48M	0.0%	—	—	SHS	M2682V108
HCAT	HEALTH CATALYST INC	1,419,577	$13.15M	0.0%	—	—	COM	42225T107
ARRY	ARRAY TECHNOLOGIES INC	779,700	$13.1M	0.0%	—	—	COM SHS	04271T100
—	FIBROGEN INC	14,471,928	$12.83M	0.0%	—	—	COM	31572Q808
DASH	DOORDASH INC	126,170	$12.48M	0.0%	—	—	CL A	25809K105
—	PROS HOLDINGS INC	304,940	$11.83M	0.0%	—	—	COM	74346Y103
ESAB	ESAB CORPORATION	132,565	$11.48M	0.0%	—	—	COM	29605J106
PFGC	PERFORMANCE FOOD GROUP CO	162,400	$11.23M	0.0%	—	—	COM	71377A103
PEN	PENUMBRA INC	42,860	$10.78M	0.0%	—	—	COM	70975L107
RPD	RAPID7 INC	187,050	$10.68M	0.0%	—	—	COM	753422104
ETSY	ETSY INC	130,400	$10.57M	0.0%	—	—	COM	29786A106
UNH	UNITEDHEALTH GROUP INC	20,014	$10.54M	0.0%	—	—	COM	91324P102
NICE	NICE LTD	50,250	$10.03M	0.0%	—	—	SPONSORED ADR	653656108
KNX	KNIGHT-SWIFT TRANSN HLDGS IN	173,700	$10.01M	0.0%	—	—	CL A	499049104
RBLX	ROBLOX CORP	218,550	$9.992M	0.0%	—	—	CL A	771049103
RGEN	REPLIGEN CORP	52,629	$9.463M	0.0%	—	—	COM	759916109
MRK	MERCK & CO INC	84,500	$9.212M	0.0%	—	—	COM	58933Y105
RMBS	RAMBUS INC DEL	134,963	$9.211M	0.0%	—	—	COM	750917106
—	PERIMETER SOLUTIONS SA	1,928,351	$8.87M	0.0%	—	—	COMMON STOCK	L7579L106
GTM	ZOOMINFO TECHNOLOGIES INC	451,619	$8.35M	0.0%	—	—	COMMON STOCK	98980F104
DG	DOLLAR GEN CORP NEW	60,750	$8.259M	0.0%	—	—	COM	256677105
—	IMMUNOGEN INC	273,100	$8.097M	0.0%	—	—	COM	45253H101
ROCK	GIBRALTAR INDS INC	102,300	$8.08M	0.0%	—	—	COM	374689107
ENOV	ENOVIS CORPORATION	143,066	$8.015M	0.0%	—	—	COM	194014502
RIVN	RIVIAN AUTOMOTIVE INC	334,880	$7.856M	0.0%	—	—	COM CL A	76954A103
GTLB	GITLAB INC	123,990	$7.806M	0.0%	—	—	CLASS A COM	37637K108
—	ASSETMARK FINL HLDGS INC	251,700	$7.538M	0.0%	—	—	COM	04546L106
PM	PHILIP MORRIS INTL INC	79,500	$7.479M	0.0%	—	—	COM	718172109
—	LESLIES INC	976,800	$6.75M	0.0%	—	—	COM	527064109
LAB	STANDARD BIOTOOLS INC	3,053,943	$6.749M	0.0%	—	—	COM	34385P108
EPR	EPR PPTYS	136,400	$6.609M	0.0%	—	—	COM SH BEN INT	26884U109
JELD	JELD-WEN HLDG INC	338,300	$6.387M	0.0%	—	—	COM	47580P103
OSUR	ORASURE TECHNOLOGIES INC	761,720	$6.246M	0.0%	—	—	COM	68554V108
EAT	BRINKER INTL INC	139,600	$6.028M	0.0%	—	—	COM	109641100
BOOT	BOOT BARN HLDGS INC	65,830	$5.053M	0.0%	—	—	COM	099406100
TENB	TENABLE HLDGS INC	108,900	$5.016M	0.0%	—	—	COM	88025T102
CIEN	CIENA CORP	109,185	$4.914M	0.0%	—	—	COM NEW	171779309
SSTK	SHUTTERSTOCK INC	99,800	$4.818M	0.0%	—	—	COM	825690100
OMCL	OMNICELL COM	124,167	$4.672M	0.0%	—	—	COM	68213N109
LUCK	BOWLERO CORP	326,900	$4.629M	0.0%	—	—	CL A COM	10258P102
HLN	HALEON PLC	551,400	$4.538M	0.0%	—	—	SPON ADS	405552100
IE	IVANHOE ELECTRIC INC	425,800	$4.292M	0.0%	—	—	COM	46578C108
FTNT	FORTINET INC	70,450	$4.123M	0.0%	—	—	COM	34959E109
—	NEKTAR THERAPEUTICS	7,001,747	$3.956M	0.0%	—	—	COM	640268108
HTZ	HERTZ GLOBAL HLDGS INC	349,800	$3.634M	0.0%	—	—	COM NEW	42806J700
LASR	NLIGHT INC	262,339	$3.542M	0.0%	—	—	COM	65487K100
ALGT	ALLEGIANT TRAVEL CO	41,950	$3.465M	0.0%	—	—	COM	01748X102
FLYW	FLYWIRE CORPORATION	147,300	$3.41M	0.0%	—	—	COM VTG	302492103
GIL	GILDAN ACTIVEWEAR INC	99,000	$3.273M	0.0%	—	—	COM	375916103
GH	GUARDANT HEALTH INC	119,976	$3.245M	0.0%	—	—	COM	40131M109
DECK	DECKERS OUTDOOR CORP	4,844	$3.238M	0.0%	—	—	COM	243537107
GRWG	GROWGENERATION CORP	1,159,900	$2.911M	0.0%	—	—	COM	39986L109
GMED	GLOBUS MED INC	52,125	$2.778M	0.0%	—	—	CL A	379577208
MQ	MARQETA INC	375,200	$2.619M	0.0%	—	—	CLASS A COM	57142B104
FRSH	FRESHWORKS INC	108,500	$2.549M	0.0%	—	—	CLASS A COM	358054104
NGVT	INGEVITY CORP	52,000	$2.455M	0.0%	—	—	COM	45688C107
CBOE	CBOE GLOBAL MKTS INC	13,000	$2.321M	0.0%	—	—	COM	12503M108
AMLX	AMYLYX PHARMACEUTICALS INC	156,900	$2.31M	0.0%	—	—	COM	03237H101
SNAP	SNAP INC	133,250	$2.256M	0.0%	—	—	CL A	83304A106
VLTO	VERALTO CORP	27,111	$2.23M	0.0%	—	—	COM SHS	92338C103
FIVE	FIVE BELOW INC	9,100	$1.94M	0.0%	—	—	COM	33829M101
TPR	TAPESTRY INC	52,500	$1.933M	0.0%	—	—	COM	876030107
AMBA	AMBARELLA INC	31,300	$1.918M	0.0%	—	—	SHS	G037AX101
—	LI-CYCLE HOLDINGS CORP	3,280,200	$1.918M	0.0%	—	—	COMMON SHARES	50202P105
TXG	10X GENOMICS INC	31,400	$1.757M	0.0%	—	—	CL A COM	88025U109
—	ARISTA NETWORKS INC	7,150	$1.684M	0.0%	—	—	COM	040413106
—	JAMF HLDG CORP	90,900	$1.642M	0.0%	—	—	COM	47074L105
—	SAGE THERAPEUTICS INC	74,950	$1.624M	0.0%	—	—	COM	78667J108
GEF/B	GREIF INC	24,000	$1.584M	0.0%	—	—	CL B	397624206
SNCY	SUN CTRY AIRLS HLDGS INC	99,005	$1.557M	0.0%	—	—	COM	866683105
—	MURAL ONCOLOGY PUB LTD CO	256,255	$1.517M	0.0%	—	—	ORD SHS	G63365103
NNBR	NN INC	377,400	$1.51M	0.0%	—	—	COM	629337106
DRI	DARDEN RESTAURANTS INC	8,000	$1.314M	0.0%	—	—	COM	237194105
SAFE	SAFEHOLD INC	53,600	$1.254M	0.0%	—	—	COM	78646V107
BE	BLOOM ENERGY CORP	49,600	$734K	0.0%	—	—	COM CL A	093712107
—	ZIMVIE INC	40,510	$719K	0.0%	—	—	COM	98888T107
ADPT	ADAPTIVE BIOTECHNOLOGIES COR	146,190	$716K	0.0%	—	—	COM	00650F109
ULCC	FRONTIER GROUP HLDGS INC	113,200	$618K	0.0%	—	—	COM	35909R108
RNG	RINGCENTRAL INC	17,500	$594K	0.0%	—	—	CL A	76680R206
BIOX	BIOCERES CROP SOLUTIONS CORP	39,700	$545K	0.0%	—	—	SHS	G1117K114
DUOL	DUOLINGO INC	2,350	$533K	0.0%	—	—	CL A COM	26603R106
ARAY	ACCURAY INC	179,200	$507K	0.0%	—	—	COM	004397105
VLRS	CONTROLADORA VUELA COMP DE A	52,700	$494K	0.0%	—	—	SPON ADR RP 10	21240E105
—	SPIRIT AIRLS INC	23,100	$379K	0.0%	—	—	COM	848577102
MASS	908 DEVICES INC	26,870	$301K	0.0%	—	—	COM	65443P102
MREO	MEREO BIOPHARMA GROUP PLC	54,000	$125K	0.0%	—	—	SPON ADS	589492107