Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
LLY	ELI LILLY & CO	14,779,770	$12.21B	10.1%	—	—	COM	532457108
AMGN	AMGEN INC	12,388,295	$3.86B	3.2%	—	—	COM	031162100
BSX	BOSTON SCIENTIFIC CORP	36,496,946	$3.682B	3.0%	—	—	COM	101137107
MSFT	MICROSOFT CORP	9,086,990	$3.411B	2.8%	—	—	COM	594918104
KLAC	KLA CORP	4,877,009	$3.315B	2.7%	—	—	COM NEW	482480100
MU	MICRON TECHNOLOGY INC	37,280,768	$3.239B	2.7%	—	—	COM	595112103
AZN	ASTRAZENECA PLC	40,661,485	$2.989B	2.5%	—	—	SPONSORED ADR	046353108
FDX	FEDEX CORP	11,931,800	$2.909B	2.4%	—	—	COM	31428X106
BABA	ALIBABA GROUP HLDG LTD	20,623,697	$2.727B	2.3%	—	—	SPONSORED ADS	01609W102
GOOGL	ALPHABET INC	16,387,934	$2.534B	2.1%	—	—	CAP STK CL A	02079K305
TXN	TEXAS INSTRS INC	13,991,539	$2.514B	2.1%	—	—	COM	882508104
SONY	SONY GROUP CORP	93,959,475	$2.386B	2.0%	—	—	SPONSORED ADR	835699307
NVDA	NVIDIA CORPORATION	20,547,000	$2.227B	1.8%	—	—	COM	67066G104
BIIB	BIOGEN INC	15,943,259	$2.182B	1.8%	—	—	COM	09062X103
ADBE	ADOBE INC	5,421,591	$2.079B	1.7%	—	—	COM	00724F101
TSLA	TESLA INC	7,082,210	$1.835B	1.5%	—	—	COM	88160R101
INTC	INTEL CORP	76,984,290	$1.748B	1.4%	—	—	COM	458140100
GOOG	ALPHABET INC	10,895,645	$1.702B	1.4%	—	—	CAP STK CL C	02079K107
LUV	SOUTHWEST AIRLS CO	49,688,308	$1.669B	1.4%	—	—	COM	844741108
WFC	WELLS FARGO CO NEW	21,902,649	$1.572B	1.3%	—	—	COM	949746101
ORCL	ORACLE CORP	10,777,275	$1.507B	1.2%	—	—	COM	68389X105
UAL	UNITED AIRLS HLDGS INC	21,799,645	$1.505B	1.2%	—	—	COM	910047109
TJX	TJX COS INC NEW	11,701,067	$1.425B	1.2%	—	—	COM	872540109
BMY	BRISTOL-MYERS SQUIBB CO	22,970,633	$1.401B	1.2%	—	—	COM	110122108
ONC	BEIGENE LTD	5,055,504	$1.376B	1.1%	—	—	SPONSORED ADS	07725L102
V	VISA INC	3,873,280	$1.357B	1.1%	—	—	COM CL A	92826C839
RJF	RAYMOND JAMES FINL INC	9,718,689	$1.35B	1.1%	—	—	COM	754730109
ROST	ROSS STORES INC	10,216,935	$1.306B	1.1%	—	—	COM	778296103
BMRN	BIOMARIN PHARMACEUTICAL INC	17,773,281	$1.256B	1.0%	—	—	COM	09061G101
JPM	JPMORGAN CHASE & CO.	5,048,380	$1.238B	1.0%	—	—	COM	46625H100
FLEX	FLEX LTD	36,124,847	$1.195B	1.0%	—	—	ORD	Y2573F102
NVS	NOVARTIS AG	10,382,879	$1.157B	1.0%	—	—	SPONSORED ADR	66987V109
TMO	THERMO FISHER SCIENTIFIC INC	2,317,302	$1.153B	1.0%	—	—	COM	883556102
—	HESS CORP	7,130,375	$1.139B	0.9%	—	—	COM	42809H107
BIDU	BAIDU INC	11,946,336	$1.099B	0.9%	—	—	SPON ADR REP A	056752108
SCHW	SCHWAB CHARLES CORP	14,002,078	$1.096B	0.9%	—	—	COM	808513105
AMZN	AMAZON COM INC	5,513,930	$1.049B	0.9%	—	—	COM	023135106
NTAP	NETAPP INC	11,502,090	$1.01B	0.8%	—	—	COM	64110D104
GSK	GSK PLC	25,708,020	$996M	0.8%	—	—	SPONSORED ADR	37733W204
ACM	AECOM	10,148,730	$941M	0.8%	—	—	COM	00766T100
DAL	DELTA AIR LINES INC DEL	21,407,647	$933M	0.8%	—	—	COM NEW	247361702
INTU	INTUIT	1,384,565	$850M	0.7%	—	—	COM	461202103
XOM	EXXON MOBIL CORP	6,214,344	$739M	0.6%	—	—	COM	30231G102
RCL	ROYAL CARIBBEAN GROUP	3,548,768	$729M	0.6%	—	—	COM	V7780T103
TDG	TRANSDIGM GROUP INC	512,844	$709M	0.6%	—	—	COM	893641100
ADI	ANALOG DEVICES INC	3,477,645	$701M	0.6%	—	—	COM	032654105
MAT	MATTEL INC	35,150,671	$683M	0.6%	—	—	COM	577081102
MRSH	MARSH & MCLENNAN COS INC	2,687,926	$656M	0.5%	—	—	COM	571748102
NTRS	NORTHERN TR CORP	6,523,009	$643M	0.5%	—	—	COM	665859104
AAL	AMERICAN AIRLS GROUP INC	60,445,097	$638M	0.5%	—	—	COM	02376R102
DIS	DISNEY WALT CO	6,194,424	$611M	0.5%	—	—	COM	254687106
HPQ	HP INC	21,622,895	$599M	0.5%	—	—	COM	40434L105
QCOM	QUALCOMM INC	3,754,032	$577M	0.5%	—	—	COM	747525103
J	JACOBS SOLUTIONS INC	4,653,442	$563M	0.5%	—	—	COM	46982L108
ZBH	ZIMMER BIOMET HOLDINGS INC	4,682,970	$530M	0.4%	—	—	COM	98956P102
ELAN	ELANCO ANIMAL HEALTH INC	50,223,535	$527M	0.4%	—	—	COM	28414H103
META	META PLATFORMS INC	908,910	$524M	0.4%	—	—	CL A	30303M102
COP	CONOCOPHILLIPS	4,748,140	$499M	0.4%	—	—	COM	20825C104
AAPL	APPLE INC	2,217,600	$493M	0.4%	—	—	COM	037833100
CME	CME GROUP INC	1,831,920	$486M	0.4%	—	—	COM	12572Q105
JBL	JABIL INC	3,385,760	$461M	0.4%	—	—	COM	466313103
CAT	CATERPILLAR INC	1,379,485	$455M	0.4%	—	—	COM	149123101
HPE	HEWLETT PACKARD ENTERPRISE C	27,968,950	$432M	0.4%	—	—	COM	42824C109
WHR	WHIRLPOOL CORP	4,619,526	$416M	0.3%	—	—	COM	963320106
BAC	BANK AMERICA CORP	9,922,932	$414M	0.3%	—	—	COM	060505104
PYPL	PAYPAL HLDGS INC	5,973,810	$390M	0.3%	—	—	COM	70450Y103
GLW	CORNING INC	8,251,772	$378M	0.3%	—	—	COM	219350105
KMX	CARMAX INC	4,769,306	$372M	0.3%	—	—	COM	143130102
PGR	PROGRESSIVE CORP	1,310,760	$371M	0.3%	—	—	COM	743315103
BNTX	BIONTECH SE	4,046,425	$368M	0.3%	—	—	SPONSORED ADS	09075V102
AMAT	APPLIED MATLS INC	2,454,370	$356M	0.3%	—	—	COM	038222105
ERIC	TELEFONAKTIEBOLAGET LM ERICS	45,813,999	$356M	0.3%	—	—	ADR B SEK 10	294821608
ASML	ASML HOLDING N V	530,609	$352M	0.3%	—	—	N Y REGISTRY SHS	N07059210
UNP	UNION PAC CORP	1,483,680	$351M	0.3%	—	—	COM	907818108
CSCO	CISCO SYS INC	5,524,530	$341M	0.3%	—	—	COM	17275R102
TXT	TEXTRON INC	4,685,635	$339M	0.3%	—	—	COM	883203101
EOG	EOG RES INC	2,543,062	$326M	0.3%	—	—	COM	26875P101
NXT	NEXTRACKER INC	7,592,594	$320M	0.3%	—	—	CLASS A COM	65290E101
SYY	SYSCO CORP	4,115,071	$309M	0.3%	—	—	COM	871829107
RYTM	RHYTHM PHARMACEUTICALS INC	5,787,322	$307M	0.3%	—	—	COM	76243J105
XPEV	XPENG INC	14,383,785	$298M	0.2%	—	—	ADS	98422D105
MKTX	MARKETAXESS HLDGS INC	1,361,512	$295M	0.2%	—	—	COM	57060D108
DLTR	DOLLAR TREE INC	3,912,835	$294M	0.2%	—	—	COM	256746108
TRMB	TRIMBLE INC	4,310,306	$283M	0.2%	—	—	COM	896239100
OLED	UNIVERSAL DISPLAY CORP	1,835,722	$256M	0.2%	—	—	COM	91347P105
UPS	UNITED PARCEL SERVICE INC	2,305,591	$254M	0.2%	—	—	CL B	911312106
ALB	ALBEMARLE CORP	3,332,284	$240M	0.2%	—	—	COM	012653101
ENTG	ENTEGRIS INC	2,735,864	$239M	0.2%	—	—	COM	29362U104
CW	CURTISS WRIGHT CORP	740,180	$235M	0.2%	—	—	COM	231561101
NTNX	NUTANIX INC	3,312,903	$231M	0.2%	—	—	CL A	67059N108
MA	MASTERCARD INCORPORATED	419,070	$230M	0.2%	—	—	CL A	57636Q104
TW	TRADEWEB MKTS INC	1,526,890	$227M	0.2%	—	—	CL A	892672106
FLUT	FLUTTER ENTMT PLC	952,109	$211M	0.2%	—	—	SHS	G3643J108
C	CITIGROUP INC	2,875,955	$204M	0.2%	—	—	COM NEW	172967424
CVS	CVS HEALTH CORP	2,916,505	$198M	0.2%	—	—	COM	126650100
DD	DUPONT DE NEMOURS INC	2,556,792	$191M	0.2%	—	—	COM	26614N102
ILMN	ILLUMINA INC	2,370,949	$188M	0.2%	—	—	COM	452327109
ALK	ALASKA AIR GROUP INC	3,802,750	$187M	0.2%	—	—	COM	011659109
OTIS	OTIS WORLDWIDE CORP	1,803,131	$186M	0.2%	—	—	COM	68902V107
AMTM	AMENTUM HOLDINGS INC	10,061,589	$183M	0.2%	—	—	COM	023939101
LIVN	LIVANOVA PLC	4,608,410	$181M	0.1%	—	—	SHS	G5509L101
DSGX	DESCARTES SYS GROUP INC	1,787,352	$180M	0.1%	—	—	COM	249906108
A	AGILENT TECHNOLOGIES INC	1,537,211	$180M	0.1%	—	—	COM	00846U101
ADSK	AUTODESK INC	661,960	$173M	0.1%	—	—	COM	052769106
RIG	TRANSOCEAN LTD	53,836,071	$171M	0.1%	—	—	REGISTERED SHS	H8817H100
PANW	PALO ALTO NETWORKS INC	988,560	$169M	0.1%	—	—	COM	697435105
NSC	NORFOLK SOUTHN CORP	704,920	$167M	0.1%	—	—	COM	655844108
EW	EDWARDS LIFESCIENCES CORP	2,299,600	$167M	0.1%	—	—	COM	28176E108
PFGC	PERFORMANCE FOOD GROUP CO	2,105,700	$166M	0.1%	—	—	COM	71377A103
GD	GENERAL DYNAMICS CORP	602,840	$164M	0.1%	—	—	COM	369550108
SYK	STRYKER CORPORATION	434,850	$162M	0.1%	—	—	COM	863667101
TER	TERADYNE INC	1,921,690	$159M	0.1%	—	—	COM	880770102
AVGO	BROADCOM INC	943,720	$158M	0.1%	—	—	COM	11135F101
XMTR	XOMETRY INC	6,337,962	$158M	0.1%	—	—	CLASS A COM	98423F109
MDB	MONGODB INC	870,550	$153M	0.1%	—	—	CL A	60937P106
EBAY	EBAY INC.	2,134,620	$145M	0.1%	—	—	COM	278642103
TMUS	T-MOBILE US INC	541,009	$144M	0.1%	—	—	COM	872590104
SPOT	SPOTIFY TECHNOLOGY S A	257,815	$142M	0.1%	—	—	SHS	L8681T102
NFLX	NETFLIX INC	148,720	$139M	0.1%	—	—	COM	64110L106
CARR	CARRIER GLOBAL CORPORATION	2,179,782	$138M	0.1%	—	—	COM	14448C104
OKTA	OKTA INC	1,306,266	$137M	0.1%	—	—	CL A	679295105
CRM	SALESFORCE INC	507,500	$136M	0.1%	—	—	COM	79466L302
MS	MORGAN STANLEY	1,150,145	$134M	0.1%	—	—	COM NEW	617446448
MRVL	MARVELL TECHNOLOGY INC	2,164,730	$133M	0.1%	—	—	COM	573874104
LIN	LINDE PLC	282,920	$132M	0.1%	—	—	SHS	G54950103
USFD	US FOODS HLDG CORP	1,941,400	$127M	0.1%	—	—	COM	912008109
BURL	BURLINGTON STORES INC	531,940	$127M	0.1%	—	—	COM	122017106
RVTY	REVVITY INC	1,145,585	$121M	0.1%	—	—	COM	714046109
PINS	PINTEREST INC	3,909,000	$121M	0.1%	—	—	CL A	72352L106
GKOS	GLAUKOS CORP	1,218,475	$120M	0.1%	—	—	COM	377322102
ABT	ABBOTT LABS	882,570	$117M	0.1%	—	—	COM	002824100
CCL	CARNIVAL CORP	5,901,750	$115M	0.1%	—	—	UNIT 99/99/9999	143658300
PODD	INSULET CORP	425,018	$112M	0.1%	—	—	COM	45784P101
NKE	NIKE INC	1,756,430	$111M	0.1%	—	—	CL B	654106103
NFE	NEW FORTRESS ENERGY INC	13,042,398	$108M	0.1%	—	—	COM CL A	644393100
APP	APPLOVIN CORP	395,100	$105M	0.1%	—	—	COM CL A	03831W108
XNCR	XENCOR INC	9,761,012	$104M	0.1%	—	—	COM	98401F105
CPRI	CAPRI HOLDINGS LIMITED	5,183,720	$102M	0.1%	—	—	SHS	G1890L107
GS	GOLDMAN SACHS GROUP INC	185,540	$101M	0.1%	—	—	COM	38141G104
KEYS	KEYSIGHT TECHNOLOGIES INC	669,635	$100M	0.1%	—	—	COM	49338L103
LYV	LIVE NATION ENTERTAINMENT IN	759,830	$99.22M	0.1%	—	—	COM	538034109
ALKS	ALKERMES PLC	3,004,095	$99.2M	0.1%	—	—	SHS	G01767105
CMA	COMERICA INC	1,670,110	$98.64M	0.1%	—	—	COM	200340107
—	DISCOVER FINL SVCS	574,953	$98.14M	0.1%	—	—	COM	254709108
UBER	UBER TECHNOLOGIES INC	1,343,050	$97.85M	0.1%	—	—	COM	90353T100
FCX	FREEPORT-MCMORAN INC	2,576,370	$97.54M	0.1%	—	—	CL B	35671D857
BJ	BJS WHSL CLUB HLDGS INC	836,270	$95.42M	0.1%	—	—	COM	05550J101
JBHT	HUNT J B TRANS SVCS INC	640,810	$94.81M	0.1%	—	—	COM	445658107
NWL	NEWELL BRANDS INC	14,498,030	$89.89M	0.1%	—	—	COM	651229106
ZM	ZOOM COMMUNICATIONS INC	1,203,050	$88.75M	0.1%	—	—	CL A	98980L101
CHTR	CHARTER COMMUNICATIONS INC N	233,750	$86.14M	0.1%	—	—	CL A	16119P108
CTVA	CORTEVA INC	1,306,708	$82.23M	0.1%	—	—	COM	22052L104
IMCR	IMMUNOCORE HLDGS PLC	2,678,650	$79.48M	0.1%	—	—	ADS	45258D105
FORM	FORMFACTOR INC	2,784,234	$78.77M	0.1%	—	—	COM	346375108
LYFT	LYFT INC	6,204,940	$73.65M	0.1%	—	—	CL A COM	55087P104
ALC	ALCON AG	768,190	$72.92M	0.1%	—	—	ORD SHS	H01301128
STX	SEAGATE TECHNOLOGY HLDNGS PL	830,455	$70.55M	0.1%	—	—	ORD SHS	G7997R103
MAR	MARRIOTT INTL INC NEW	287,220	$68.42M	0.1%	—	—	CL A	571903202
AUR	AURORA INNOVATION INC	10,134,040	$68.15M	0.1%	—	—	CLASS A COM	051774107
ROK	ROCKWELL AUTOMATION INC	255,450	$66M	0.1%	—	—	COM	773903109
CSX	CSX CORP	2,237,000	$65.83M	0.1%	—	—	COM	126408103
EA	ELECTRONIC ARTS INC	449,840	$65.01M	0.1%	—	—	COM	285512109
OSIS	OSI SYSTEMS INC	334,330	$64.97M	0.1%	—	—	COM	671044105
BA	BOEING CO	376,420	$64.2M	0.1%	—	—	COM	097023105
FIS	FIDELITY NATL INFORMATION SV	851,020	$63.55M	0.1%	—	—	COM	31620M106
MOG/A	MOOG INC	355,500	$61.63M	0.1%	—	—	CL A	615394202
EXE	EXPAND ENERGY CORPORATION	550,741	$61.31M	0.1%	—	—	COM	165167735
SNY	SANOFI	1,100,638	$61.04M	0.1%	—	—	SPONSORED ADR	80105N105
AME	AMETEK INC	350,130	$60.27M	0.0%	—	—	COM	031100100
MDT	MEDTRONIC PLC	667,105	$59.95M	0.0%	—	—	SHS	G5960L103
BK	BANK NEW YORK MELLON CORP	706,900	$59.29M	0.0%	—	—	COM	064058100
CTRA	COTERRA ENERGY INC	2,040,430	$58.97M	0.0%	—	—	COM	127097103
INDI	INDIE SEMICONDUCTOR INC	28,623,386	$58.25M	0.0%	—	—	CLASS A COM	45569U101
XPO	XPO INC	540,250	$58.12M	0.0%	—	—	COM	983793100
OLLI	OLLIES BARGAIN OUTLET HLDGS	469,260	$54.6M	0.0%	—	—	COM	681116109
FTI	TECHNIPFMC PLC	1,708,370	$54.14M	0.0%	—	—	COM	G87110105
GRAL	GRAIL INC	2,051,572	$52.4M	0.0%	—	—	COM	384747101
IQV	IQVIA HLDGS INC	296,879	$52.34M	0.0%	—	—	COM	46266C105
CCJ	CAMECO CORP	1,268,280	$52.2M	0.0%	—	—	COM	13321L108
LHX	L3HARRIS TECHNOLOGIES INC	248,000	$51.91M	0.0%	—	—	COM	502431109
RTX	RTX CORPORATION	385,232	$51.03M	0.0%	—	—	COM	75513E101
GFL	GFL ENVIRONMENTAL INC	1,051,200	$50.78M	0.0%	—	—	SUB VTG SHS	36168Q104
EVR	EVERCORE INC	252,130	$50.36M	0.0%	—	—	CLASS A	29977A105
IEX	IDEX CORP	273,950	$49.58M	0.0%	—	—	COM	45167R104
WEX	WEX INC	303,190	$47.61M	0.0%	—	—	COM	96208T104
GTM	ZOOMINFO TECHNOLOGIES INC	4,689,906	$46.9M	0.0%	—	—	COMMON STOCK	98980F104
WDC	WESTERN DIGITAL CORP	1,121,555	$45.34M	0.0%	—	—	COM	958102105
NVT	NVENT ELECTRIC PLC	859,000	$45.03M	0.0%	—	—	SHS	G6700G107
BRBR	BELLRING BRANDS INC	604,400	$45M	0.0%	—	—	COMMON STOCK	07831C103
IT	GARTNER INC	106,500	$44.7M	0.0%	—	—	COM	366651107
CRWD	CROWDSTRIKE HLDGS INC	126,766	$44.7M	0.0%	—	—	CL A	22788C105
DOW	DOW INC	1,277,082	$44.6M	0.0%	—	—	COM	260557103
RYAAY	RYANAIR HOLDINGS PLC	1,045,572	$44.3M	0.0%	—	—	SPONSORED ADR	783513203
NBIX	NEUROCRINE BIOSCIENCES INC	382,440	$42.3M	0.0%	—	—	COM	64125C109
CVNA	CARVANA CO	199,100	$41.63M	0.0%	—	—	CL A	146869102
ACLS	AXCELIS TECHNOLOGIES INC	835,066	$41.48M	0.0%	—	—	COM NEW	054540208
ARLO	ARLO TECHNOLOGIES INC	4,177,931	$41.24M	0.0%	—	—	COM	04206A101
CRL	CHARLES RIV LABS INTL INC	272,890	$41.08M	0.0%	—	—	COM	159864107
GTLB	GITLAB INC	866,740	$40.74M	0.0%	—	—	CLASS A COM	37637K108
DE	DEERE & CO	85,510	$40.13M	0.0%	—	—	COM	244199105
DOCU	DOCUSIGN INC	459,730	$37.42M	0.0%	—	—	COM	256163106
DELL	DELL TECHNOLOGIES INC	404,630	$36.88M	0.0%	—	—	CL C	24703L202
LUNG	PULMONX CORP	5,414,761	$36.44M	0.0%	—	—	COM	745848101
CASY	CASEYS GEN STORES INC	81,600	$35.42M	0.0%	—	—	COM	147528103
BBWI	BATH & BODY WORKS INC	1,150,498	$34.88M	0.0%	—	—	COM	070830104
NCLH	NORWEGIAN CRUISE LINE HLDG L	1,726,004	$32.73M	0.0%	—	—	SHS	G66721104
BBIO	BRIDGEBIO PHARMA INC	913,200	$31.57M	0.0%	—	—	COM	10806X102
VIK	VIKING HOLDINGS LTD	763,800	$30.36M	0.0%	—	—	ORD SHS	G93A5A101
ARM	ARM HOLDINGS PLC	273,610	$29.22M	0.0%	—	—	SPONSORED ADS	042068205
CIEN	CIENA CORP	478,550	$28.92M	0.0%	—	—	COM NEW	171779309
MBLY	MOBILEYE GLOBAL INC	1,966,200	$28.3M	0.0%	—	—	COMMON CLASS A	60741F104
WSC	WILLSCOT HLDGS CORP	1,016,800	$28.27M	0.0%	—	—	COM CL A	971378104
KEY	KEYCORP	1,699,430	$27.17M	0.0%	—	—	COM	493267108
TSN	TYSON FOODS INC	423,500	$27.02M	0.0%	—	—	CL A	902494103
KEX	KIRBY CORP	264,350	$26.7M	0.0%	—	—	COM	497266106
GTLS	CHART INDS INC	181,415	$26.19M	0.0%	—	—	COM	16115Q308
HON	HONEYWELL INTL INC	122,350	$25.91M	0.0%	—	—	COM	438516106
HUBS	HUBSPOT INC	45,050	$25.74M	0.0%	—	—	COM	443573100
WAT	WATERS CORP	68,901	$25.39M	0.0%	—	—	COM	941848103
TPR	TAPESTRY INC	357,495	$25.17M	0.0%	—	—	COM	876030107
ELF	E L F BEAUTY INC	395,965	$24.86M	0.0%	—	—	COM	26856L103
DHR	DANAHER CORPORATION	121,002	$24.81M	0.0%	—	—	COM	235851102
DASH	DOORDASH INC	128,730	$23.53M	0.0%	—	—	CL A	25809K105
ULTA	ULTA BEAUTY INC	63,500	$23.28M	0.0%	—	—	COM	90384S303
IMNM	IMMUNOME INC	3,413,700	$22.97M	0.0%	—	—	COM	45257U108
MO	ALTRIA GROUP INC	377,500	$22.66M	0.0%	—	—	COM	02209S103
PM	PHILIP MORRIS INTL INC	130,900	$20.78M	0.0%	—	—	COM	718172109
EXAS	EXACT SCIENCES CORP	479,300	$20.75M	0.0%	—	—	COM	30063P105
—	WOLFSPEED INC	6,665,270	$20.4M	0.0%	—	—	COM	977852102
VSEC	VSE CORP	169,165	$20.3M	0.0%	—	—	COM	918284100
WVE	WAVE LIFE SCIENCES LTD	2,507,520	$20.26M	0.0%	—	—	SHS	Y95308105
—	CYBERARK SOFTWARE LTD	59,090	$19.97M	0.0%	—	—	SHS	M2682V108
PSN	PARSONS CORP DEL	334,800	$19.82M	0.0%	—	—	COM	70202L102
GFF	GRIFFON CORP	275,200	$19.68M	0.0%	—	—	COM	398433102
IMAX	IMAX CORP	741,700	$19.54M	0.0%	—	—	COM	45245E109
PRM	PERIMETER SOLUTIONS INC	1,919,280	$19.33M	0.0%	—	—	COMMON STOCK	71385M107
MXL	MAXLINEAR INC	1,681,880	$18.27M	0.0%	—	—	COM	57776J100
CRDO	CREDO TECHNOLOGY GROUP HOLDI	453,450	$18.21M	0.0%	—	—	ORDINARY SHARES	G25457105
SNDK	SANDISK CORP	380,212	$18.1M	0.0%	—	—	COM	80004C200
SNPS	SYNOPSYS INC	41,400	$17.75M	0.0%	—	—	COM	871607107
SLB	SCHLUMBERGER LTD	420,870	$17.59M	0.0%	—	—	COM STK	806857108
SAIA	SAIA INC	49,520	$17.3M	0.0%	—	—	COM	78709Y105
BB	BLACKBERRY LTD	4,562,076	$17.2M	0.0%	—	—	COM	09228F103
FLYW	FLYWIRE CORPORATION	1,795,850	$17.06M	0.0%	—	—	COM VTG	302492103
AXON	AXON ENTERPRISE INC	31,800	$16.73M	0.0%	—	—	COM	05464C101
MGM	MGM RESORTS INTERNATIONAL	550,370	$16.31M	0.0%	—	—	COM	552953101
JBLU	JETBLUE AWYS CORP	3,083,700	$14.86M	0.0%	—	—	COM	477143101
SPHR	SPHERE ENTERTAINMENT CO	422,908	$13.84M	0.0%	—	—	CL A	55826T102
TTWO	TAKE-TWO INTERACTIVE SOFTWAR	63,859	$13.23M	0.0%	—	—	COM	874054109
OPTU	ALTICE USA INC	4,869,860	$12.95M	0.0%	—	—	CL A	02156K103
U	UNITY SOFTWARE INC	658,894	$12.91M	0.0%	—	—	COM	91332U101
NMIH	NMI HLDGS INC	351,950	$12.69M	0.0%	—	—	COM	629209305
TTD	THE TRADE DESK INC	209,000	$11.44M	0.0%	—	—	COM CL A	88339J105
MCD	MCDONALDS CORP	34,930	$10.91M	0.0%	—	—	COM	580135101
CMCSA	COMCAST CORP NEW	288,650	$10.65M	0.0%	—	—	CL A	20030N101
AMH	AMERICAN HOMES 4 RENT	279,330	$10.56M	0.0%	—	—	CL A	02665T306
TROX	TRONOX HOLDINGS PLC	1,455,500	$10.25M	0.0%	—	—	SHS	G9087Q102
FMC	FMC CORP	231,500	$9.767M	0.0%	—	—	COM NEW	302491303
HCAT	HEALTH CATALYST INC	2,005,116	$9.083M	0.0%	—	—	COM	42225T107
RNG	RINGCENTRAL INC	359,900	$8.911M	0.0%	—	—	CL A	76680R206
SSYS	STRATASYS LTD	877,155	$8.587M	0.0%	—	—	SHS	M85548101
GXO	GXO LOGISTICS INCORPORATED	215,020	$8.403M	0.0%	—	—	COMMON STOCK	36262G101
WMT	WALMART INC	95,250	$8.362M	0.0%	—	—	COM	931142103
PEN	PENUMBRA INC	30,420	$8.135M	0.0%	—	—	COM	70975L107
KNX	KNIGHT-SWIFT TRANSN HLDGS IN	177,850	$7.735M	0.0%	—	—	CL A	499049104
FOLD	AMICUS THERAPEUTICS INC	919,500	$7.503M	0.0%	—	—	COM	03152W109
ALLO	ALLOGENE THERAPEUTICS INC	4,931,840	$7.2M	0.0%	—	—	COM	019770106
VLO	VALERO ENERGY CORP	54,390	$7.183M	0.0%	—	—	COM	91913Y100
UNH	UNITEDHEALTH GROUP INC	12,815	$6.712M	0.0%	—	—	COM	91324P102
MUSA	MURPHY USA INC	14,255	$6.697M	0.0%	—	—	COM	626755102
FTNT	FORTINET INC	69,450	$6.685M	0.0%	—	—	COM	34959E109
QSR	RESTAURANT BRANDS INTL INC	98,240	$6.547M	0.0%	—	—	COM	76131D103
BAH	BOOZ ALLEN HAMILTON HLDG COR	60,000	$6.275M	0.0%	—	—	CL A	099502106
WELL	WELLTOWER INC	39,500	$6.052M	0.0%	—	—	COM	95040Q104
ROCK	GIBRALTAR INDS INC	102,300	$6.001M	0.0%	—	—	COM	374689107
BOOT	BOOT BARN HLDGS INC	53,300	$5.726M	0.0%	—	—	COM	099406100
EPR	EPR PPTYS	106,900	$5.624M	0.0%	—	—	COM SH BEN INT	26884U109
IBTA	IBOTTA INC	124,675	$5.261M	0.0%	—	—	CLASS A COM SHS	451051106
LPLA	LPL FINL HLDGS INC	16,000	$5.234M	0.0%	—	—	COM	50212V100
MRK	MERCK & CO INC	57,500	$5.161M	0.0%	—	—	COM	58933Y105
RXO	RXO INC	269,030	$5.138M	0.0%	—	—	COMMON STOCK	74982T103
HUM	HUMANA INC	19,326	$5.114M	0.0%	—	—	COM	444859102
CSGP	COSTAR GROUP INC	56,500	$4.476M	0.0%	—	—	COM	22160N109
ARRY	ARRAY TECHNOLOGIES INC	911,600	$4.439M	0.0%	—	—	COM SHS	04271T100
EAT	BRINKER INTL INC	28,200	$4.203M	0.0%	—	—	COM	109641100
RGEN	REPLIGEN CORP	30,858	$3.926M	0.0%	—	—	COM	759916109
ODFL	OLD DOMINION FREIGHT LINE IN	23,000	$3.805M	0.0%	—	—	COM	679580100
RMBS	RAMBUS INC DEL	72,900	$3.774M	0.0%	—	—	COM	750917106
GLPG	GALAPAGOS NV	147,210	$3.698M	0.0%	—	—	SPON ADR	36315X101
—	NEKTAR THERAPEUTICS	5,354,586	$3.641M	0.0%	—	—	COM	640268108
RIVN	RIVIAN AUTOMOTIVE INC	263,940	$3.286M	0.0%	—	—	COM CL A	76954A103
SVV	SAVERS VALUE VLG INC	473,525	$3.267M	0.0%	—	—	COM	80517M109
LUCK	LUCKY STRIKE ENTERTAINMENT C	326,900	$3.191M	0.0%	—	—	CL A COM	10258P102
OS	ONESTREAM INC	145,100	$3.096M	0.0%	—	—	CL A	68278B107
GMED	GLOBUS MED INC	38,525	$2.82M	0.0%	—	—	CL A	379577208
IE	IVANHOE ELECTRIC INC	477,400	$2.774M	0.0%	—	—	COM	46578C108
NRIX	NURIX THERAPEUTICS INC	232,000	$2.756M	0.0%	—	—	COM	67080M103
NGVT	INGEVITY CORP	69,000	$2.732M	0.0%	—	—	COM	45688C107
MATX	MATSON INC	19,250	$2.467M	0.0%	—	—	COM	57686G105
VSCO	VICTORIAS SECRET AND CO	116,933	$2.173M	0.0%	—	—	COMMON STOCK	926400102
CERS	CERUS CORP	1,519,200	$2.112M	0.0%	—	—	COM	157085101
ALGT	ALLEGIANT TRAVEL CO	40,050	$2.069M	0.0%	—	—	COM	01748X102
ZNTL	ZENTALIS PHARMACEUTICALS INC	1,264,620	$2.011M	0.0%	—	—	COM	98943L107
CBOE	CBOE GLOBAL MKTS INC	8,700	$1.969M	0.0%	—	—	COM	12503M108
LASR	NLIGHT INC	253,179	$1.967M	0.0%	—	—	COM	65487K100
JELD	JELD-WEN HLDG INC	322,300	$1.924M	0.0%	—	—	COM	47580P103
ULCC	FRONTIER GROUP HLDGS INC	434,300	$1.885M	0.0%	—	—	COM	35909R108
GH	GUARDANT HEALTH INC	43,686	$1.861M	0.0%	—	—	COM	40131M109
DUOL	DUOLINGO INC	5,350	$1.661M	0.0%	—	—	CL A COM	26603R106
ETSY	ETSY INC	32,000	$1.51M	0.0%	—	—	COM	29786A106
GEF/B	GREIF INC	23,000	$1.363M	0.0%	—	—	CL B	397624206
ANET	ARISTA NETWORKS INC	16,800	$1.302M	0.0%	—	—	COM SHS	040413205
MQ	MARQETA INC	309,100	$1.273M	0.0%	—	—	CLASS A COM	57142B104
AMBA	AMBARELLA INC	25,300	$1.273M	0.0%	—	—	SHS	G037AX101
—	FIBROGEN INC	3,740,820	$1.159M	0.0%	—	—	COM	31572Q808
OSUR	ORASURE TECHNOLOGIES INC	328,500	$1.107M	0.0%	—	—	COM	68554V108
SNCY	SUN CTRY AIRLS HLDGS INC	82,815	$1.02M	0.0%	—	—	COM	866683105
—	LESLIES INC	1,311,130	$964K	0.0%	—	—	COM	527064109
VVV	VALVOLINE INC	27,130	$944K	0.0%	—	—	COM	92047W101
LAB	STANDARD BIOTOOLS INC	632,074	$683K	0.0%	—	—	COM	34385P108
NNBR	NN INC	299,200	$676K	0.0%	—	—	COM	629337106
DECK	DECKERS OUTDOOR CORP	5,414	$605K	0.0%	—	—	COM	243537107
HTZ	HERTZ GLOBAL HLDGS INC	137,400	$541K	0.0%	—	—	COM NEW	42806J700
GRWG	GROWGENERATION CORP	458,300	$495K	0.0%	—	—	COM	39986L109
ESAB	ESAB CORPORATION	4,067	$474K	0.0%	—	—	COM	29605J106
ENOV	ENOVIS CORPORATION	11,967	$457K	0.0%	—	—	COM	194014502
SSTK	SHUTTERSTOCK INC	20,359	$379K	0.0%	—	—	COM	825690100
—	JAMF HLDG CORP	31,000	$377K	0.0%	—	—	COM	47074L105
—	ZIMVIE INC	34,840	$376K	0.0%	—	—	COM	98888T107
NICE	NICE LTD	2,250	$347K	0.0%	—	—	SPONSORED ADR	653656108
ARAY	ACCURAY INC	161,200	$289K	0.0%	—	—	COM	004397105
TXG	10X GENOMICS INC	30,000	$262K	0.0%	—	—	CL A COM	88025U109
VLRS	CONTROLADORA VUELA COMP DE A	41,000	$214K	0.0%	—	—	SPON ADR RP 10	21240E105
—	MURAL ONCOLOGY PUB LTD CO	137,803	$174K	0.0%	—	—	ORD SHS	G63365103
SNAP	SNAP INC	18,750	$163K	0.0%	—	—	CL A	83304A106