Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
LLY	ELI LILLY & CO	12,154,908	$9.475B	7.5%	—	—	COM	532457108
MSFT	MICROSOFT CORP	9,115,265	$4.534B	3.6%	—	—	COM	594918104
KLAC	KLA CORP	4,480,277	$4.013B	3.2%	—	—	COM NEW	482480100
MU	MICRON TECHNOLOGY INC	31,465,876	$3.878B	3.1%	—	—	COM	595112103
BSX	BOSTON SCIENTIFIC CORP	34,662,722	$3.723B	3.0%	—	—	COM	101137107
NVDA	NVIDIA CORPORATION	20,322,650	$3.211B	2.5%	—	—	COM	67066G104
AMGN	AMGEN INC	10,631,709	$2.968B	2.4%	—	—	COM	031162100
GOOGL	ALPHABET INC	16,748,294	$2.952B	2.3%	—	—	CAP STK CL A	02079K305
AZN	ASTRAZENECA PLC	41,200,091	$2.879B	2.3%	—	—	SPONSORED ADR	046353108
TXN	TEXAS INSTRS INC	12,334,019	$2.561B	2.0%	—	—	COM	882508104
ORCL	ORACLE CORP	11,182,800	$2.445B	1.9%	—	—	COM	68389X105
BABA	ALIBABA GROUP HLDG LTD	20,764,276	$2.355B	1.9%	—	—	SPONSORED ADS	01609W102
FDX	FEDEX CORP	10,091,340	$2.294B	1.8%	—	—	COM	31428X106
TSLA	TESLA INC	6,917,165	$2.197B	1.7%	—	—	COM	88160R101
BIIB	BIOGEN INC	15,802,122	$1.985B	1.6%	—	—	COM	09062X103
SONY	SONY GROUP CORP	70,741,440	$1.841B	1.5%	—	—	SPONSORED ADR	835699307
INTC	INTEL CORP	80,298,180	$1.799B	1.4%	—	—	COM	458140100
SCHW	SCHWAB CHARLES CORP	19,034,806	$1.737B	1.4%	—	—	COM	808513105
FLEX	FLEX LTD	33,603,616	$1.677B	1.3%	—	—	ORD	Y2573F102
AMZN	AMAZON COM INC	7,540,338	$1.654B	1.3%	—	—	COM	023135106
ADBE	ADOBE INC	4,157,536	$1.608B	1.3%	—	—	COM	00724F101
LUV	SOUTHWEST AIRLS CO	48,844,143	$1.585B	1.3%	—	—	COM	844741108
RJF	RAYMOND JAMES FINL INC	10,013,852	$1.536B	1.2%	—	—	COM	754730109
V	VISA INC	4,247,543	$1.508B	1.2%	—	—	COM CL A	92826C839
GOOG	ALPHABET INC	8,476,357	$1.504B	1.2%	—	—	CAP STK CL C	02079K107
UAL	UNITED AIRLS HLDGS INC	18,834,710	$1.5B	1.2%	—	—	COM	910047109
JPM	JPMORGAN CHASE & CO.	5,045,127	$1.463B	1.2%	—	—	COM	46625H100
WFC	WELLS FARGO CO NEW	18,177,960	$1.456B	1.2%	—	—	COM	949746101
TJX	TJX COS INC NEW	11,536,892	$1.425B	1.1%	—	—	COM	872540109
ROST	ROSS STORES INC	10,268,700	$1.31B	1.0%	—	—	COM	778296103
NVS	NOVARTIS AG	10,401,434	$1.259B	1.0%	—	—	SPONSORED ADR	66987V109
ONC	BEONE MEDICINES LTD	5,088,279	$1.232B	1.0%	—	—	SPONSORED ADS	07725L102
NTAP	NETAPP INC	11,166,845	$1.19B	0.9%	—	—	COM	64110D104
ACM	AECOM	9,563,252	$1.079B	0.9%	—	—	COM	00766T100
GSK	GSK PLC	27,726,780	$1.065B	0.8%	—	—	SPONSORED ADR	37733W204
BMY	BRISTOL-MYERS SQUIBB CO	22,944,650	$1.062B	0.8%	—	—	COM	110122108
—	HESS CORP	7,652,265	$1.06B	0.8%	—	—	COM	42809H107
BIDU	BAIDU INC	12,116,750	$1.039B	0.8%	—	—	SPON ADR REP A	056752108
INTU	INTUIT	1,307,737	$1.03B	0.8%	—	—	COM	461202103
RCL	ROYAL CARIBBEAN GROUP	3,175,668	$994M	0.8%	—	—	COM	V7780T103
DAL	DELTA AIR LINES INC DEL	20,193,832	$993M	0.8%	—	—	COM NEW	247361702
NTRS	NORTHERN TR CORP	7,793,757	$988M	0.8%	—	—	COM	665859104
TMO	THERMO FISHER SCIENTIFIC INC	2,406,192	$976M	0.8%	—	—	COM	883556102
BMRN	BIOMARIN PHARMACEUTICAL INC	15,772,173	$867M	0.7%	—	—	COM	09061G101
TDG	TRANSDIGM GROUP INC	557,923	$848M	0.7%	—	—	COM	893641100
ADI	ANALOG DEVICES INC	3,446,280	$820M	0.7%	—	—	COM	032654105
DIS	DISNEY WALT CO	6,345,497	$787M	0.6%	—	—	COM	254687106
META	META PLATFORMS INC	1,017,530	$751M	0.6%	—	—	CL A	30303M102
JBL	JABIL INC	3,410,410	$744M	0.6%	—	—	COM	466313103
ELAN	ELANCO ANIMAL HEALTH INC	51,766,814	$739M	0.6%	—	—	COM	28414H103
COP	CONOCOPHILLIPS	7,883,455	$707M	0.6%	—	—	COM	20825C104
MAT	MATTEL INC	33,218,261	$655M	0.5%	—	—	COM	577081102
J	JACOBS SOLUTIONS INC	4,749,829	$624M	0.5%	—	—	COM	46982L108
AAL	AMERICAN AIRLS GROUP INC	53,472,382	$600M	0.5%	—	—	COM	02376R102
CME	CME GROUP INC	1,988,495	$548M	0.4%	—	—	COM	12572Q105
QCOM	QUALCOMM INC	3,383,567	$539M	0.4%	—	—	COM	747525103
CAT	CATERPILLAR INC	1,370,898	$532M	0.4%	—	—	COM	149123101
FLUT	FLUTTER ENTMT PLC	1,717,089	$491M	0.4%	—	—	SHS	G3643J108
HPE	HEWLETT PACKARD ENTERPRISE C	23,804,787	$487M	0.4%	—	—	COM	42824C109
PYPL	PAYPAL HLDGS INC	6,542,450	$486M	0.4%	—	—	COM	70450Y103
XOM	EXXON MOBIL CORP	4,365,796	$471M	0.4%	—	—	COM	30231G102
WHR	WHIRLPOOL CORP	4,595,012	$466M	0.4%	—	—	COM	963320106
HPQ	HP INC	18,644,020	$456M	0.4%	—	—	COM	40434L105
ZBH	ZIMMER BIOMET HOLDINGS INC	4,710,830	$430M	0.3%	—	—	COM	98956P102
MRSH	MARSH & MCLENNAN COS INC	1,962,826	$429M	0.3%	—	—	COM	571748102
AAPL	APPLE INC	2,089,680	$429M	0.3%	—	—	COM	037833100
BNTX	BIONTECH SE	4,001,466	$426M	0.3%	—	—	SPONSORED ADS	09075V102
NXT	NEXTRACKER INC	7,675,821	$417M	0.3%	—	—	CLASS A COM	65290E101
DLTR	DOLLAR TREE INC	3,925,510	$389M	0.3%	—	—	COM	256746108
CSCO	CISCO SYS INC	5,499,360	$382M	0.3%	—	—	COM	17275R102
PGR	PROGRESSIVE CORP	1,339,480	$357M	0.3%	—	—	COM	743315103
OLED	UNIVERSAL DISPLAY CORP	2,215,308	$342M	0.3%	—	—	COM	91347P105
ASML	ASML HOLDING N V	422,609	$339M	0.3%	—	—	N Y REGISTRY SHS	N07059210
CW	CURTISS WRIGHT CORP	683,840	$334M	0.3%	—	—	COM	231561101
TRMB	TRIMBLE INC	4,232,541	$322M	0.3%	—	—	COM	896239100
AMAT	APPLIED MATLS INC	1,750,026	$320M	0.3%	—	—	COM	038222105
TXT	TEXTRON INC	3,988,340	$320M	0.3%	—	—	COM	883203101
KMX	CARMAX INC	4,737,911	$318M	0.3%	—	—	COM	143130102
RYTM	RHYTHM PHARMACEUTICALS INC	4,878,037	$308M	0.2%	—	—	COM	76243J105
EOG	EOG RES INC	2,522,462	$302M	0.2%	—	—	COM	26875P101
MKTX	MARKETAXESS HLDGS INC	1,339,292	$299M	0.2%	—	—	COM	57060D108
MA	MASTERCARD INCORPORATED	527,341	$296M	0.2%	—	—	CL A	57636Q104
SYY	SYSCO CORP	3,777,119	$286M	0.2%	—	—	COM	871829107
AMTM	AMENTUM HOLDINGS INC	12,030,656	$284M	0.2%	—	—	COM	023939101
USFD	US FOODS HLDG CORP	3,580,710	$276M	0.2%	—	—	COM	912008109
TER	TERADYNE INC	3,047,558	$274M	0.2%	—	—	COM	880770102
EW	EDWARDS LIFESCIENCES CORP	3,446,891	$270M	0.2%	—	—	COM	28176E108
NSC	NORFOLK SOUTHN CORP	1,050,083	$269M	0.2%	—	—	COM	655844108
NFLX	NETFLIX INC	197,240	$264M	0.2%	—	—	COM	64110L106
GLW	CORNING INC	4,984,372	$262M	0.2%	—	—	COM	219350105
XPEV	XPENG INC	14,423,077	$258M	0.2%	—	—	ADS	98422D105
UNP	UNION PAC CORP	1,100,366	$253M	0.2%	—	—	COM	907818108
ENTG	ENTEGRIS INC	3,065,170	$247M	0.2%	—	—	COM	29362U104
LIN	LINDE PLC	523,920	$246M	0.2%	—	—	SHS	G54950103
MRVL	MARVELL TECHNOLOGY INC	3,163,835	$245M	0.2%	—	—	COM	573874104
DHR	DANAHER CORPORATION	1,239,320	$245M	0.2%	—	—	COM	235851102
C	CITIGROUP INC	2,786,955	$237M	0.2%	—	—	COM NEW	172967424
UPS	UNITED PARCEL SERVICE INC	2,297,531	$232M	0.2%	—	—	CL B	911312106
OTIS	OTIS WORLDWIDE CORP	2,314,361	$229M	0.2%	—	—	COM	68902V107
AVGO	BROADCOM INC	823,998	$227M	0.2%	—	—	COM	11135F101
PFGC	PERFORMANCE FOOD GROUP CO	2,571,507	$225M	0.2%	—	—	COM	71377A103
ERIC	TELEFONAKTIEBOLAGET LM ERICS	26,493,699	$225M	0.2%	—	—	ADR B SEK 10	294821608
TW	TRADEWEB MKTS INC	1,503,312	$220M	0.2%	—	—	CL A	892672106
MDB	MONGODB INC	1,045,719	$220M	0.2%	—	—	CL A	60937P106
NTNX	NUTANIX INC	2,861,613	$219M	0.2%	—	—	CL A	67059N108
XMTR	XOMETRY INC	6,252,867	$211M	0.2%	—	—	CLASS A COM	98423F109
ADSK	AUTODESK INC	680,960	$211M	0.2%	—	—	COM	052769106
LIVN	LIVANOVA PLC	4,641,352	$209M	0.2%	—	—	SHS	G5509L101
ALB	ALBEMARLE CORP	3,305,839	$207M	0.2%	—	—	COM	012653101
PANW	PALO ALTO NETWORKS INC	1,005,840	$206M	0.2%	—	—	COM	697435105
CVS	CVS HEALTH CORP	2,929,400	$202M	0.2%	—	—	COM	126650100
SYK	STRYKER CORPORATION	504,762	$200M	0.2%	—	—	COM	863667101
SPOT	SPOTIFY TECHNOLOGY S A	256,866	$197M	0.2%	—	—	SHS	L8681T102
CARR	CARRIER GLOBAL CORPORATION	2,664,015	$195M	0.2%	—	—	COM	14448C104
GKOS	GLAUKOS CORP	1,827,998	$189M	0.1%	—	—	COM	377322102
ILMN	ILLUMINA INC	1,958,499	$187M	0.1%	—	—	COM	452327109
A	AGILENT TECHNOLOGIES INC	1,531,156	$181M	0.1%	—	—	COM	00846U101
ALK	ALASKA AIR GROUP INC	3,634,420	$180M	0.1%	—	—	COM	011659109
PM	PHILIP MORRIS INTL INC	915,300	$167M	0.1%	—	—	COM	718172109
CRM	SALESFORCE INC	603,050	$164M	0.1%	—	—	COM	79466L302
CCL	CARNIVAL CORP	5,834,987	$164M	0.1%	—	—	UNIT 99/99/9999	143658300
OKTA	OKTA INC	1,586,578	$159M	0.1%	—	—	CL A	679295105
GD	GENERAL DYNAMICS CORP	534,680	$156M	0.1%	—	—	COM	369550108
EBAY	EBAY INC.	2,082,900	$155M	0.1%	—	—	COM	278642103
CMA	COMERICA INC	2,593,800	$155M	0.1%	—	—	COM	200340107
DD	DUPONT DE NEMOURS INC	2,210,569	$152M	0.1%	—	—	COM	26614N102
DSGX	DESCARTES SYS GROUP INC	1,490,153	$151M	0.1%	—	—	COM	249906108
APP	APPLOVIN CORP	407,525	$143M	0.1%	—	—	COM CL A	03831W108
STX	SEAGATE TECHNOLOGY HLDNGS PL	983,207	$142M	0.1%	—	—	ORD SHS	G7997R103
AME	AMETEK INC	778,754	$141M	0.1%	—	—	COM	031100100
BURL	BURLINGTON STORES INC	602,860	$140M	0.1%	—	—	COM	122017106
BAH	BOOZ ALLEN HAMILTON HLDG COR	1,267,058	$132M	0.1%	—	—	CL A	099502106
RVTY	REVVITY INC	1,359,641	$132M	0.1%	—	—	COM	714046109
GS	GOLDMAN SACHS GROUP INC	185,540	$131M	0.1%	—	—	COM	38141G104
TMUS	T-MOBILE US INC	545,949	$130M	0.1%	—	—	COM	872590104
ROK	ROCKWELL AUTOMATION INC	386,032	$128M	0.1%	—	—	COM	773903109
BAC	BANK AMERICA CORP	2,686,532	$127M	0.1%	—	—	COM	060505104
NKE	NIKE INC	1,776,130	$126M	0.1%	—	—	CL B	654106103
DOW	DOW INC	4,725,656	$125M	0.1%	—	—	COM	260557103
ALC	ALCON AG	1,355,486	$120M	0.1%	—	—	ORD SHS	H01301128
LYV	LIVE NATION ENTERTAINMENT IN	788,330	$119M	0.1%	—	—	COM	538034109
ABT	ABBOTT LABS	875,490	$119M	0.1%	—	—	COM	002824100
IMCR	IMMUNOCORE HLDGS PLC	3,771,474	$118M	0.1%	—	—	ADS	45258D105
COF	CAPITAL ONE FINL CORP	545,321	$116M	0.1%	—	—	COM	14040H105
FCX	FREEPORT-MCMORAN INC	2,591,770	$112M	0.1%	—	—	CL B	35671D857
GRAL	GRAIL INC	2,054,286	$106M	0.1%	—	—	COM	384747101
UNH	UNITEDHEALTH GROUP INC	336,782	$105M	0.1%	—	—	COM	91324P102
KEYS	KEYSIGHT TECHNOLOGIES INC	637,815	$105M	0.1%	—	—	COM	49338L103
INDI	INDIE SEMICONDUCTOR INC	29,160,176	$104M	0.1%	—	—	CLASS A COM	45569U101
CTVA	CORTEVA INC	1,293,646	$96.42M	0.1%	—	—	COM	22052L104
UBER	UBER TECHNOLOGIES INC	1,006,750	$93.93M	0.1%	—	—	COM	90353T100
PINS	PINTEREST INC	2,603,400	$93.36M	0.1%	—	—	CL A	72352L106
BJ	BJS WHSL CLUB HLDGS INC	859,949	$92.73M	0.1%	—	—	COM	05550J101
CPRI	CAPRI HOLDINGS LIMITED	5,215,404	$92.31M	0.1%	—	—	SHS	G1890L107
ZM	ZOOM COMMUNICATIONS INC	1,182,450	$92.21M	0.1%	—	—	CL A	98980L101
JBHT	HUNT J B TRANS SVCS INC	640,810	$92.02M	0.1%	—	—	COM	445658107
MS	MORGAN STANLEY	635,781	$89.56M	0.1%	—	—	COM NEW	617446448
IEX	IDEX CORP	493,451	$86.64M	0.1%	—	—	COM	45167R104
IQV	IQVIA HLDGS INC	543,571	$85.66M	0.1%	—	—	COM	46266C105
CCJ	CAMECO CORP	1,129,870	$83.87M	0.1%	—	—	COM	13321L108
ALKS	ALKERMES PLC	2,902,510	$83.04M	0.1%	—	—	SHS	G01767105
XNCR	XENCOR INC	10,527,322	$82.74M	0.1%	—	—	COM	98401F105
MOG/A	MOOG INC	447,660	$81.01M	0.1%	—	—	CL A	615394202
NWL	NEWELL BRANDS INC	14,972,100	$80.85M	0.1%	—	—	COM	651229106
FORM	FORMFACTOR INC	2,321,324	$79.88M	0.1%	—	—	COM	346375108
BA	BOEING CO	376,420	$78.87M	0.1%	—	—	COM	097023105
MAR	MARRIOTT INTL INC NEW	279,020	$76.23M	0.1%	—	—	CL A	571903202
LYFT	LYFT INC	4,674,220	$73.67M	0.1%	—	—	CL A COM	55087P104
BK	BANK NEW YORK MELLON CORP	805,230	$73.36M	0.1%	—	—	COM	064058100
OSIS	OSI SYSTEMS INC	321,420	$72.27M	0.1%	—	—	COM	671044105
CSX	CSX CORP	2,202,000	$71.85M	0.1%	—	—	COM	126408103
FIS	FIDELITY NATL INFORMATION SV	877,906	$71.47M	0.1%	—	—	COM	31620M106
XPO	XPO INC	552,484	$69.77M	0.1%	—	—	COM	983793100
WDC	WESTERN DIGITAL CORP	1,072,090	$68.6M	0.1%	—	—	COM	958102105
BRBR	BELLRING BRANDS INC	1,145,218	$66.34M	0.1%	—	—	COMMON STOCK	07831C103
NBIX	NEUROCRINE BIOSCIENCES INC	524,040	$65.87M	0.1%	—	—	COM	64125C109
CVNA	CARVANA CO	191,125	$64.4M	0.1%	—	—	CL A	146869102
OLLI	OLLIES BARGAIN OUTLET HLDGS	488,600	$64.39M	0.1%	—	—	COM	681116109
EVR	EVERCORE INC	230,720	$62.3M	0.0%	—	—	CLASS A	29977A105
ARLO	ARLO TECHNOLOGIES INC	3,654,291	$61.98M	0.0%	—	—	COM	04206A101
EA	ELECTRONIC ARTS INC	378,240	$60.4M	0.0%	—	—	COM	285512109
WELL	WELLTOWER INC	386,509	$59.42M	0.0%	—	—	COM	95040Q104
ACLS	AXCELIS TECHNOLOGIES INC	852,296	$59.4M	0.0%	—	—	COM NEW	054540208
PODD	INSULET CORP	188,721	$59.29M	0.0%	—	—	COM	45784P101
CHTR	CHARTER COMMUNICATIONS INC N	143,490	$58.66M	0.0%	—	—	CL A	16119P108
RYAAY	RYANAIR HOLDINGS PLC	1,006,672	$58.05M	0.0%	—	—	SPONSORED ADR	783513203
RTX	RTX CORPORATION	384,432	$56.13M	0.0%	—	—	COM	75513E101
ELF	E L F BEAUTY INC	450,000	$56M	0.0%	—	—	COM	26856L103
CRWD	CROWDSTRIKE HLDGS INC	107,716	$54.86M	0.0%	—	—	CL A	22788C105
SNY	SANOFI	1,135,528	$54.86M	0.0%	—	—	SPONSORED ADR	80105N105
EXE	EXPAND ENERGY CORPORATION	459,791	$53.77M	0.0%	—	—	COM	165167735
AUR	AURORA INNOVATION INC	9,834,060	$51.53M	0.0%	—	—	CLASS A COM	051774107
GTM	ZOOMINFO TECHNOLOGIES INC	5,001,871	$50.62M	0.0%	—	—	COMMON STOCK	98980F104
CTRA	COTERRA ENERGY INC	1,989,550	$50.49M	0.0%	—	—	COM	127097103
VIK	VIKING HOLDINGS LTD	934,073	$49.78M	0.0%	—	—	ORD SHS	G93A5A101
FTI	TECHNIPFMC PLC	1,443,370	$49.71M	0.0%	—	—	COM	G87110105
GE	GE AEROSPACE	187,700	$48.31M	0.0%	—	—	COM NEW	369604301
DELL	DELL TECHNOLOGIES INC	391,000	$47.94M	0.0%	—	—	CL C	24703L202
CIEN	CIENA CORP	554,500	$45.1M	0.0%	—	—	COM NEW	171779309
NVT	NVENT ELECTRIC PLC	600,000	$43.95M	0.0%	—	—	SHS	G6700G107
NFE	NEW FORTRESS ENERGY INC	13,132,578	$43.6M	0.0%	—	—	COM CL A	644393100
DE	DEERE & CO	85,510	$43.48M	0.0%	—	—	COM	244199105
FMC	FMC CORP	1,040,843	$43.46M	0.0%	—	—	COM NEW	302491303
CRL	CHARLES RIV LABS INTL INC	270,600	$41.06M	0.0%	—	—	COM	159864107
MBLY	MOBILEYE GLOBAL INC	2,233,200	$40.15M	0.0%	—	—	COMMON CLASS A	60741F104
MDT	MEDTRONIC PLC	448,990	$39.14M	0.0%	—	—	SHS	G5960L103
ARM	ARM HOLDINGS PLC	235,590	$38.1M	0.0%	—	—	SPONSORED ADS	042068205
VSCO	VICTORIAS SECRET AND CO	1,972,333	$36.53M	0.0%	—	—	COMMON STOCK	926400102
GTLB	GITLAB INC	804,540	$36.29M	0.0%	—	—	CLASS A COM	37637K108
WEX	WEX INC	241,660	$35.5M	0.0%	—	—	COM	96208T104
DOCU	DOCUSIGN INC	453,970	$35.36M	0.0%	—	—	COM	256163106
NCLH	NORWEGIAN CRUISE LINE HLDG L	1,716,705	$34.81M	0.0%	—	—	SHS	G66721104
FICO	FAIR ISAAC CORP	18,600	$34M	0.0%	—	—	COM	303250104
RIG	TRANSOCEAN LTD	13,112,822	$33.96M	0.0%	—	—	REGISTERED SHS	H8817H100
SNPS	SYNOPSYS INC	65,800	$33.73M	0.0%	—	—	COM	871607107
GFL	GFL ENVIRONMENTAL INC	667,800	$33.7M	0.0%	—	—	SUB VTG SHS	36168Q104
GTLS	CHART INDS INC	194,475	$32.02M	0.0%	—	—	COM	16115Q308
DASH	DOORDASH INC	128,560	$31.69M	0.0%	—	—	CL A	25809K105
AMD	ADVANCED MICRO DEVICES INC	220,700	$31.32M	0.0%	—	—	COM	007903107
CASY	CASEYS GEN STORES INC	58,900	$30.05M	0.0%	—	—	COM	147528103
KEY	KEYCORP	1,699,430	$29.6M	0.0%	—	—	COM	493267108
ULTA	ULTA BEAUTY INC	62,430	$29.21M	0.0%	—	—	COM	90384S303
PRM	PERIMETER SOLUTIONS INC	2,097,551	$29.2M	0.0%	—	—	COMMON STOCK	71385M107
KNX	KNIGHT-SWIFT TRANSN HLDGS IN	648,877	$28.7M	0.0%	—	—	CL A	499049104
WSC	WILLSCOT HLDGS CORP	1,043,800	$28.6M	0.0%	—	—	COM CL A	971378104
IMNM	IMMUNOME INC	3,020,210	$28.09M	0.0%	—	—	COM	45257U108
KEX	KIRBY CORP	241,853	$27.43M	0.0%	—	—	COM	497266106
CRDO	CREDO TECHNOLOGY GROUP HOLDI	290,000	$26.85M	0.0%	—	—	ORDINARY SHARES	G25457105
PSN	PARSONS CORP DEL	357,100	$25.63M	0.0%	—	—	COM	70202L102
BBIO	BRIDGEBIO PHARMA INC	588,710	$25.42M	0.0%	—	—	COM	10806X102
HUM	HUMANA INC	100,650	$24.61M	0.0%	—	—	COM	444859102
TTWO	TAKE-TWO INTERACTIVE SOFTWAR	98,859	$24.01M	0.0%	—	—	COM	874054109
TSN	TYSON FOODS INC	418,500	$23.41M	0.0%	—	—	CL A	902494103
VSEC	VSE CORP	175,338	$22.97M	0.0%	—	—	COM	918284100
MO	ALTRIA GROUP INC	370,900	$21.75M	0.0%	—	—	COM	02209S103
TPR	TAPESTRY INC	247,140	$21.7M	0.0%	—	—	COM	876030107
TROX	TRONOX HOLDINGS PLC	4,252,502	$21.56M	0.0%	—	—	SHS	G9087Q102
IMAX	IMAX CORP	751,602	$21.01M	0.0%	—	—	COM	45245E109
—	CYBERARK SOFTWARE LTD	50,856	$20.69M	0.0%	—	—	SHS	M2682V108
GFF	GRIFFON CORP	283,589	$20.52M	0.0%	—	—	COM	398433102
EXAS	EXACT SCIENCES CORP	378,400	$20.11M	0.0%	—	—	COM	30063P105
TTD	THE TRADE DESK INC	254,925	$18.35M	0.0%	—	—	COM CL A	88339J105
FLYW	FLYWIRE CORPORATION	1,537,240	$17.99M	0.0%	—	—	COM VTG	302492103
HUBS	HUBSPOT INC	32,150	$17.9M	0.0%	—	—	COM	443573100
SPHR	SPHERE ENTERTAINMENT CO	419,498	$17.54M	0.0%	—	—	CL A	55826T102
RGEN	REPLIGEN CORP	138,278	$17.2M	0.0%	—	—	COM	759916109
WAT	WATERS CORP	49,047	$17.12M	0.0%	—	—	COM	941848103
MXL	MAXLINEAR INC	1,188,798	$16.89M	0.0%	—	—	COM	57776J100
IT	GARTNER INC	40,500	$16.37M	0.0%	—	—	COM	366651107
WVE	WAVE LIFE SCIENCES LTD	2,465,850	$16.03M	0.0%	—	—	SHS	Y95308105
BB	BLACKBERRY LTD	3,201,076	$14.66M	0.0%	—	—	COM	09228F103
AXON	AXON ENTERPRISE INC	17,600	$14.57M	0.0%	—	—	COM	05464C101
IE	IVANHOE ELECTRIC INC	1,574,884	$14.28M	0.0%	—	—	COM	46578C108
SAIA	SAIA INC	49,520	$13.57M	0.0%	—	—	COM	78709Y105
SLB	SCHLUMBERGER LTD	398,870	$13.48M	0.0%	—	—	COM STK	806857108
LUNG	PULMONX CORP	5,164,681	$13.38M	0.0%	—	—	COM	745848101
NMIH	NMI HLDGS INC	305,100	$12.87M	0.0%	—	—	COM	629209305
WMT	WALMART INC	131,450	$12.85M	0.0%	—	—	COM	931142103
SNDK	SANDISK CORP	283,370	$12.85M	0.0%	—	—	COM	80004C200
BBWI	BATH & BODY WORKS INC	427,600	$12.81M	0.0%	—	—	COM	070830104
U	UNITY SOFTWARE INC	516,814	$12.51M	0.0%	—	—	COM	91332U101
JBLU	JETBLUE AWYS CORP	2,711,000	$11.47M	0.0%	—	—	COM	477143101
OPTU	ALTICE USA INC	4,869,860	$10.42M	0.0%	—	—	CL A	02156K103
RNG	RINGCENTRAL INC	354,900	$10.06M	0.0%	—	—	CL A	76680R206
AMH	AMERICAN HOMES 4 RENT	277,770	$10.02M	0.0%	—	—	CL A	02665T306
MCD	MCDONALDS CORP	33,930	$9.913M	0.0%	—	—	COM	580135101
RXO	RXO INC	603,076	$9.48M	0.0%	—	—	COMMON STOCK	74982T103
PCG	PG&E CORP	600,200	$8.367M	0.0%	—	—	COM	69331C108
MUSA	MURPHY USA INC	19,926	$8.106M	0.0%	—	—	COM	626755102
NKTR	NEKTAR THERAPEUTICS	299,718	$7.745M	0.0%	—	—	COM NEW	640268306
BOOT	BOOT BARN HLDGS INC	50,760	$7.716M	0.0%	—	—	COM	099406100
CMCSA	COMCAST CORP NEW	211,300	$7.541M	0.0%	—	—	CL A	20030N101
HCAT	HEALTH CATALYST INC	1,986,687	$7.49M	0.0%	—	—	COM	42225T107
GXO	GXO LOGISTICS INCORPORATED	150,700	$7.339M	0.0%	—	—	COMMON STOCK	36262G101
CSGP	COSTAR GROUP INC	88,000	$7.075M	0.0%	—	—	COM	22160N109
PEN	PENUMBRA INC	27,420	$7.037M	0.0%	—	—	COM	70975L107
ALLO	ALLOGENE THERAPEUTICS INC	5,719,140	$6.463M	0.0%	—	—	COM	019770106
GLXY	GALAXY DIGITAL INC.	290,700	$6.366M	0.0%	—	—	CL A	36317J209
LPLA	LPL FINL HLDGS INC	16,000	$6M	0.0%	—	—	COM	50212V100
ROCK	GIBRALTAR INDS INC	95,600	$5.64M	0.0%	—	—	COM	374689107
EPR	EPR PPTYS	94,970	$5.533M	0.0%	—	—	COM SH BEN INT	26884U109
ARRY	ARRAY TECHNOLOGIES INC	911,600	$5.378M	0.0%	—	—	COM SHS	04271T100
EAT	BRINKER INTL INC	28,200	$5.085M	0.0%	—	—	COM	109641100
VLO	VALERO ENERGY CORP	36,500	$4.906M	0.0%	—	—	COM	91913Y100
LASR	NLIGHT INC	246,139	$4.844M	0.0%	—	—	COM	65487K100
SVV	SAVERS VALUE VLG INC	473,525	$4.83M	0.0%	—	—	COM	80517M109
FOLD	AMICUS THERAPEUTICS INC	796,100	$4.562M	0.0%	—	—	COM	03152W109
QSR	RESTAURANT BRANDS INTL INC	68,240	$4.524M	0.0%	—	—	COM	76131D103
IBTA	IBOTTA INC	119,975	$4.391M	0.0%	—	—	CLASS A COM SHS	451051106
MRK	MERCK & CO INC	51,900	$4.108M	0.0%	—	—	COM	58933Y105
GLPG	GALAPAGOS NV	143,310	$4.011M	0.0%	—	—	SPON ADR	36315X101
RMBS	RAMBUS INC DEL	62,300	$3.988M	0.0%	—	—	COM	750917106
RIVN	RIVIAN AUTOMOTIVE INC	271,840	$3.735M	0.0%	—	—	COM CL A	76954A103
DKS	DICKS SPORTING GOODS INC	18,450	$3.65M	0.0%	—	—	COM	253393102
SN	SHARKNINJA INC	35,600	$3.524M	0.0%	—	—	COM SHS	G8068L108
GH	GUARDANT HEALTH INC	65,990	$3.434M	0.0%	—	—	COM	40131M109
ULCC	FRONTIER GROUP HLDGS INC	854,900	$3.103M	0.0%	—	—	COM	35909R108
SSYS	STRATASYS LTD	265,800	$3.049M	0.0%	—	—	SHS	M85548101
OS	ONESTREAM INC	105,900	$2.997M	0.0%	—	—	CL A	68278B107
LUCK	LUCKY STRIKE ENTERTAINMENT C	326,900	$2.985M	0.0%	—	—	CL A COM	10258P102
NGVT	INGEVITY CORP	69,000	$2.973M	0.0%	—	—	COM	45688C107
KO	COCA COLA CO	35,200	$2.49M	0.0%	—	—	COM	191216100
—	WOLFSPEED INC	6,075,113	$2.423M	0.0%	—	—	COM	977852102
NRIX	NURIX THERAPEUTICS INC	210,000	$2.392M	0.0%	—	—	COM	67080M103
CAVA	CAVA GROUP INC	26,300	$2.215M	0.0%	—	—	COM	148929102
ALGT	ALLEGIANT TRAVEL CO	40,050	$2.201M	0.0%	—	—	COM	01748X102
GMED	GLOBUS MED INC	35,625	$2.103M	0.0%	—	—	CL A	379577208
CERS	CERUS CORP	1,315,400	$1.855M	0.0%	—	—	COM	157085101
ANET	ARISTA NETWORKS INC	16,800	$1.719M	0.0%	—	—	COM SHS	040413205
CBOE	CBOE GLOBAL MKTS INC	7,300	$1.702M	0.0%	—	—	COM	12503M108
GEF/B	GREIF INC	23,000	$1.587M	0.0%	—	—	CL B	397624206
MQ	MARQETA INC	268,600	$1.566M	0.0%	—	—	CLASS A COM	57142B104
DUOL	DUOLINGO INC	3,650	$1.497M	0.0%	—	—	CL A COM	26603R106
AMBA	AMBARELLA INC	21,900	$1.447M	0.0%	—	—	SHS	G037AX101
ZNTL	ZENTALIS PHARMACEUTICALS INC	1,027,620	$1.192M	0.0%	—	—	COM	98943L107
VVV	VALVOLINE INC	27,630	$1.046M	0.0%	—	—	COM	92047W101
SNCY	SUN CTRY AIRLS HLDGS INC	82,015	$964K	0.0%	—	—	COM	866683105
FTNT	FORTINET INC	7,000	$740K	0.0%	—	—	COM	34959E109
—	LESLIES INC	1,311,130	$551K	0.0%	—	—	COM	527064109
CRCL	CIRCLE INTERNET GROUP INC	2,700	$489K	0.0%	—	—	COM CL A	172573107
KYNB	FIBROGEN INC	89,696	$475K	0.0%	—	—	COM NEW	31572Q881
SSTK	SHUTTERSTOCK INC	20,359	$386K	0.0%	—	—	COM	825690100
GRWG	GROWGENERATION CORP	377,300	$353K	0.0%	—	—	COM	39986L109
LAB	STANDARD BIOTOOLS INC	288,774	$347K	0.0%	—	—	COM	34385P108
—	ZIMVIE INC	34,840	$326K	0.0%	—	—	COM	98888T107
—	MURAL ONCOLOGY PUB LTD CO	92,800	$229K	0.0%	—	—	ORD SHS	G63365103
OSUR	ORASURE TECHNOLOGIES INC	76,100	$228K	0.0%	—	—	COM	68554V108
NICE	NICE LTD	1,250	$211K	0.0%	—	—	SPONSORED ADR	653656108
VLRS	CONTROLADORA VUELA COMP DE A	41,000	$195K	0.0%	—	—	SPON ADR RP 10	21240E105
—	JAMF HLDG CORP	18,000	$171K	0.0%	—	—	COM	47074L105
SNAP	SNAP INC	18,750	$163K	0.0%	—	—	CL A	83304A106
JELD	JELD-WEN HLDG INC	18,700	$73,304	0.0%	—	—	COM	47580P103
ARAY	ACCURAY INC	33,700	$46,169	0.0%	—	—	COM	004397105