Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
LLY	ELI LILLY & CO	9,223,432	$8.483B	6.7%	—	—	COM	532457108
MU	MICRON TECHNOLOGY INC	21,874,204	$7.39B	5.8%	—	—	COM	595112103
GOOGL	ALPHABET INC	14,987,459	$4.31B	3.4%	—	—	CAP STK CL A	02079K305
AZN	ASTRAZENECA PLC	18,213,708	$3.592B	2.8%	—	—	ORD	G0593M107
KLAC	KLA CORP	2,437,647	$3.589B	2.8%	—	—	COM NEW	482480100
INTC	INTEL CORP	75,761,968	$3.343B	2.6%	—	—	COM	458140100
AMGN	AMGEN INC	8,874,129	$3.122B	2.5%	—	—	COM	031162100
NVDA	NVIDIA CORPORATION	17,188,230	$2.998B	2.4%	—	—	COM	67066G104
FDX	FEDEX CORP	8,303,010	$2.957B	2.3%	—	—	COM	31428X106
BIIB	BIOGEN INC	14,757,607	$2.706B	2.1%	—	—	COM	09062X103
MSFT	MICROSOFT CORP	7,264,560	$2.689B	2.1%	—	—	COM	594918104
AMZN	AMAZON COM INC	12,107,038	$2.522B	2.0%	—	—	COM	023135106
BABA	ALIBABA GROUP HLDG LTD	18,722,316	$2.349B	1.8%	—	—	SPONSORED ADS	01609W102
TSLA	TESLA INC	6,125,520	$2.277B	1.8%	—	—	COM	88160R101
SCHW	SCHWAB CHARLES CORP	23,441,915	$2.203B	1.7%	—	—	COM	808513105
BSX	BOSTON SCIENTIFIC CORP	32,529,774	$2.041B	1.6%	—	—	COM	101137107
ROST	ROSS STORES INC	9,170,030	$1.987B	1.6%	—	—	COM	778296103
TXN	TEXAS INSTRS INC	9,654,766	$1.874B	1.5%	—	—	COM	882508104
LUV	SOUTHWEST AIRLS CO	47,069,495	$1.768B	1.4%	—	—	COM	844741108
FLEX	FLEXTRONICS INTL LTD	25,383,448	$1.662B	1.3%	—	—	ORD	Y2573F102
GOOG	ALPHABET INC	5,720,910	$1.641B	1.3%	—	—	CAP STK CL C	02079K107
TJX	TJX COS INC NEW	9,588,920	$1.531B	1.2%	—	—	COM	872540109
COP	CONOCOPHILLIPS	11,579,265	$1.528B	1.2%	—	—	COM	20825C104
BMY	BRISTOL-MYERS SQUIBB CO	24,985,149	$1.515B	1.2%	—	—	COM	110122108
ONC	BEONE MEDICINES LTD	4,975,181	$1.477B	1.2%	—	—	SPONSORED ADS	07725L102
UAL	UNITED AIRLS HLDGS INC	15,750,610	$1.45B	1.1%	—	—	COM	910047109
GSK	GSK PLC	25,204,538	$1.391B	1.1%	—	—	SPONSORED ADR	37733W204
RJF	RAYMOND JAMES FINL INC	9,347,172	$1.353B	1.1%	—	—	COM	754730109
BIDU	BAIDU INC	11,056,800	$1.232B	1.0%	—	—	SPON ADR REP A	056752108
V	VISA INC	4,060,201	$1.227B	1.0%	—	—	COM CL A	92826C839
SONY	SONY GROUP CORP	58,530,830	$1.212B	1.0%	—	—	SPONSORED ADR	835699307
DAL	DELTA AIR LINES INC	17,548,567	$1.167B	0.9%	—	—	COM NEW	247361702
NVS	NOVARTIS AG	7,567,354	$1.156B	0.9%	—	—	SPONSORED ADR	66987V109
ADBE	ADOBE INC	4,730,846	$1.15B	0.9%	—	—	COM	00724F101
ELAN	ELANCO ANIMAL HEALTH INC	45,840,956	$1.097B	0.9%	—	—	COM	28414H103
JPM	JPMORGAN CHASE & CO	3,403,527	$1.001B	0.8%	—	—	COM	46625H100
ADI	ANALOG DEVICES INC	3,136,089	$998M	0.8%	—	—	COM	032654105
TMO	THERMO FISHER SCIENTIFIC INC	1,982,531	$974M	0.8%	—	—	COM	883556102
NTAP	NETAPP INC	9,057,455	$927M	0.7%	—	—	COM	64110D104
NTRS	NORTHERN TR CORP	6,549,037	$914M	0.7%	—	—	COM	665859104
JBL	JABIL INC	3,281,169	$872M	0.7%	—	—	COM	466313103
ORCL	ORACLE CORP	5,674,130	$835M	0.7%	—	—	COM	68389X105
NXT	NEXTPOWER INC	6,760,847	$815M	0.6%	—	—	CLASS A COM	65290E101
BMRN	BIOMARIN PHARMACEUTICAL INC	14,194,005	$802M	0.6%	—	—	COM	09061G101
ACM	AECOM	8,647,073	$733M	0.6%	—	—	COM	00766T100
RCL	ROYAL CARIBBEAN GROUP	2,346,921	$646M	0.5%	—	—	COM	V7780T103
IEX	IDEX CORP	3,302,937	$626M	0.5%	—	—	COM	45167R104
CAT	CATERPILLAR INC	872,260	$618M	0.5%	—	—	COM	149123101
WFC	WELLS FARGO & CO	7,723,102	$615M	0.5%	—	—	COM	949746101
DIS	DISNEY WALT CO	6,235,127	$601M	0.5%	—	—	COM	254687106
J	JACOBS SOLUTIONS INC	4,515,479	$575M	0.5%	—	—	COM	46982L108
GLW	CORNING INC	4,134,772	$562M	0.4%	—	—	COM	219350105
MKTX	MARKETAXESS HLDGS INC	3,347,125	$552M	0.4%	—	—	COM	57060D108
CME	CME GROUP INC	1,818,718	$537M	0.4%	—	—	COM	12572Q105
AAL	AMERICAN AIRLINES GROUP INC	48,989,954	$526M	0.4%	—	—	COM	02376R102
ALB	ALBEMARLE CORP	2,664,709	$478M	0.4%	—	—	COM	012653101
TDG	TRANSDIGM GROUP INC	410,217	$475M	0.4%	—	—	COM	893641100
CVX	CHEVRON CORPORATION	2,291,577	$474M	0.4%	—	—	COM	166764100
ASML	ASML HLDG NV	353,076	$466M	0.4%	—	—	N Y REGISTRY SHS	N07059210
INTU	INTUIT	1,071,317	$463M	0.4%	—	—	COM	461202103
PYPL	PAYPAL HLDGS INC	10,026,490	$453M	0.4%	—	—	COM	70450Y103
AAPL	APPLE INC	1,760,880	$447M	0.4%	—	—	COM	037833100
META	META PLATFORMS INC	774,240	$443M	0.3%	—	—	CL A	30303M102
LIN	LINDE PLC	888,520	$440M	0.3%	—	—	SHS	G54950103
MAT	MATTEL INC	29,697,924	$432M	0.3%	—	—	COM	577081102
NFLX	NETFLIX INC.	4,411,790	$424M	0.3%	—	—	COM	64110L106
ERIC	TELEFONAKTIEBOLAGET LM ERICS	37,504,013	$423M	0.3%	—	—	ADR B SEK 10	294821608
HPQ	HP INC	21,469,625	$412M	0.3%	—	—	COM	40434L105
HPE	HEWLETT PACKARD ENTERPRISE C	17,229,080	$410M	0.3%	—	—	COM	42824C109
DLTR	DOLLAR TREE INC	3,728,875	$408M	0.3%	—	—	COM	256746108
AMAT	APPLIED MATLS INC	1,174,126	$401M	0.3%	—	—	COM	038222105
BAH	BOOZ ALLEN HAMILTON HLDG COR	4,829,798	$377M	0.3%	—	—	CL A	099502106
CSCO	CISCO SYS INC	4,839,160	$375M	0.3%	—	—	COM	17275R102
ENTG	ENTEGRIS INC	3,142,833	$368M	0.3%	—	—	COM	29362U104
CW	CURTISS WRIGHT CORP	536,840	$366M	0.3%	—	—	COM	231561101
USFD	US FOODS HLDG CORP	3,946,310	$364M	0.3%	—	—	COM	912008109
GKOS	GLAUKOS CORP	3,370,628	$363M	0.3%	—	—	COM	377322102
ZBH	ZIMMER BIOMET HOLDINGS INC	3,907,150	$353M	0.3%	—	—	COM	98956P102
BNTX	BIONTECH SE	3,793,711	$337M	0.3%	—	—	SPONSORED ADS	09075V102
SNPS	SYNOPSYS INC	822,400	$326M	0.3%	—	—	COM	871607107
AMTM	AMENTUM HOLDINGS INC	12,085,294	$315M	0.2%	—	—	COM	023939101
FICO	FAIR ISAAC CORP	289,047	$309M	0.2%	—	—	COM	303250104
BK	BANK NEW YORK MELLON CORP	2,534,640	$301M	0.2%	—	—	COM	064058100
RYTM	RHYTHM PHARMACEUTICALS INC	3,417,509	$297M	0.2%	—	—	COM	76243J105
NSC	NORFOLK SOUTHN CORP	1,033,410	$297M	0.2%	—	—	COM	655844108
DHR	DANAHER CORP DEL	1,556,970	$295M	0.2%	—	—	COM	235851102
MRVL	MARVELL TECHNOLOGY INC	2,974,705	$295M	0.2%	—	—	COM	573874104
MA	MASTERCARD INCORPORATED	582,171	$291M	0.2%	—	—	CL A	57636Q104
EW	EDWARDS LIFESCIENCES CORP	3,422,791	$274M	0.2%	—	—	COM	28176E108
C	CITIGROUP INC	2,390,500	$271M	0.2%	—	—	COM NEW	172967424
LIVN	LIVANOVA PLC	4,207,052	$267M	0.2%	—	—	SHS	G5509L101
XMTR	XOMETRY INC	6,495,497	$265M	0.2%	—	—	CLASS A COM	98423F109
SYY	SYSCO CORP	3,701,838	$264M	0.2%	—	—	COM	871829107
BURL	BURLINGTON STORES INC	792,590	$258M	0.2%	—	—	COM	122017106
TRMB	TRIMBLE INC	3,917,861	$256M	0.2%	—	—	COM	896239100
ILMN	ILLUMINA INC	2,067,299	$255M	0.2%	—	—	COM	452327109
PFGC	PERFORMANCE FOOD GROUP CO	2,707,798	$232M	0.2%	—	—	COM	71377A103
EOG	EOG RES INC	1,599,662	$231M	0.2%	—	—	COM	26875P101
AVGO	BROADCOM INC	743,318	$230M	0.2%	—	—	COM	11135F101
XPEV	XPENG INC	12,732,987	$218M	0.2%	—	—	ADS	98422D105
CARR	CARRIER GLOBAL CORPORATION	3,840,205	$216M	0.2%	—	—	COM	14448C104
AMD	ADVANCED MICRO DEVICES INC	1,049,520	$214M	0.2%	—	—	COM	007903107
UPS	UNITED PARCEL SVCS INC	2,146,131	$211M	0.2%	—	—	CL B	911312106
MDB	MONGODB INC	842,729	$206M	0.2%	—	—	CL A	60937P106
WHR	WHIRLPOOL CORP	3,746,368	$202M	0.2%	—	—	COM	963320106
OLED	UNIVERSAL DISPLAY CORP	2,187,428	$200M	0.2%	—	—	COM	91347P105
UNP	UNION PAC CORP	823,240	$200M	0.2%	—	—	COM	907818108
PGR	PROGRESSIVE CORP	1,005,390	$199M	0.2%	—	—	COM	743315103
FLUT	FLUTTER ENTMT PLC	1,786,290	$182M	0.1%	—	—	SHS	G3643J108
DOW	DOW HLDGS INC	4,354,562	$181M	0.1%	—	—	COM	260557103
KMX	CARMAX INC	4,358,146	$181M	0.1%	—	—	COM	143130102
AME	AMETEK INC	823,154	$176M	0.1%	—	—	COM	031100100
FORM	FORMFACTOR INC	1,788,644	$173M	0.1%	—	—	COM	346375108
SYK	STRYKER CORPORATION	526,672	$173M	0.1%	—	—	COM	863667101
CVS	CVS HEALTH CORP	2,395,130	$172M	0.1%	—	—	COM	126650100
EBAY	EBAY INC.	1,877,140	$171M	0.1%	—	—	COM	278642103
CIEN	CIENA CORP	438,050	$170M	0.1%	—	—	COM NEW	171779309
KEYS	KEYSIGHT TECHNOLOGIES INC	590,825	$167M	0.1%	—	—	COM	49338L103
PANW	PALO ALTO NETWORKS INC	1,034,166	$166M	0.1%	—	—	COM	697435105
TER	TERADYNE INC	550,610	$163M	0.1%	—	—	COM	880770102
OTIS	OTIS WORLDWIDE CORP	2,092,560	$161M	0.1%	—	—	COM	68902V107
SPOT	SPOTIFY TECHNOLOGY S A	332,556	$161M	0.1%	—	—	SHS	L8681T102
BA	BOEING CO	795,910	$158M	0.1%	—	—	COM	097023105
GTLB	GITLAB INC	7,299,050	$158M	0.1%	—	—	CLASS A COM	37637K108
WDC	WESTERN DIGITAL CORP	577,210	$156M	0.1%	—	—	COM	958102105
A	AGILENT TECHNOLOGIES INC	1,334,006	$152M	0.1%	—	—	COM	00846U101
ADSK	AUTODESK INC	603,100	$144M	0.1%	—	—	COM	052769106
PM	PHILIP MORRIS INTL INC	864,400	$143M	0.1%	—	—	COM	718172109
CCL	CARNIVAL CORP	5,363,703	$139M	0.1%	—	—	COMMON STOCK	143658300
OKTA	OKTA INC	1,711,428	$135M	0.1%	—	—	CL A	679295105
BAC	BANK AMERICA CORP	2,762,232	$135M	0.1%	—	—	COM	060505104
GD	GENERAL DYNAMICS CORP	389,010	$134M	0.1%	—	—	COM	369550108
GS	GOLDMAN SACHS GROUP INC	153,630	$130M	0.1%	—	—	COM	38141G104
MOG/A	MOOG INC	433,360	$127M	0.1%	—	—	CL A	615394202
XNCR	XENCOR INC	10,338,022	$125M	0.1%	—	—	COM	98401F105
MRSH	MARSH & MCLENNAN COS INC	717,500	$124M	0.1%	—	—	COM	571748102
ALK	ALASKA AIR GROUP INC	3,250,329	$120M	0.1%	—	—	COM	011659109
Q	QNITY ELECTRONICS INC	970,514	$112M	0.1%	—	—	COMMON STOCK	74743L100
IMCR	IMMUNOCORE HLDGS PLC	3,693,241	$111M	0.1%	—	—	ADS	45258D105
LYV	LIVE NATION ENTERTAINMENT IN	728,200	$111M	0.1%	—	—	COM	538034109
XPO	XPO INC	568,334	$111M	0.1%	—	—	COM	983793100
HON	HONEYWELL INTL INC	488,200	$110M	0.1%	—	—	COM	438516106
JBHT	HUNT J B TRANS SVCS INC	517,710	$110M	0.1%	—	—	COM	445658107
TXT	TEXTRON INC	1,248,660	$109M	0.1%	—	—	COM	883203101
NTNX	NUTANIX INC	2,826,713	$107M	0.1%	—	—	CL A	67059N108
EVR	EVERCORE INC	353,950	$106M	0.1%	—	—	CLASS A	29977A105
IMNM	IMMUNOME INC	4,788,231	$105M	0.1%	—	—	COM	45257U108
CAVA	CAVA GROUP INC	1,260,250	$102M	0.1%	—	—	COM	148929102
ALC	ALCON AG	1,340,866	$101M	0.1%	—	—	ORD SHS	H01301128
CCJ	CAMECO CORP	927,670	$101M	0.1%	—	—	COM	13321L108
ZM	ZOOM COMMUNICATIONS INC	1,246,800	$100M	0.1%	—	—	CL A	98980L101
INDI	INDIE SEMICONDUCTOR INC	31,066,306	$100M	0.1%	—	—	CLASS A COM	45569U101
CTVA	CORTEVA INC	1,188,050	$99.45M	0.1%	—	—	COM	22052L104
FTI	TECHNIPFMC PLC	1,380,370	$95.42M	0.1%	—	—	COM	G87110105
GRAL	GRAIL INC	1,843,772	$95.29M	0.1%	—	—	COM	384747101
TMUS	T-MOBILE US INC	437,439	$91.88M	0.1%	—	—	COM	872590104
DD	DUPONT DE NEMOURS INC	1,997,159	$91.47M	0.1%	—	—	COM	26614N102
ROK	ROCKWELL AUTOMATION INC	254,630	$91.38M	0.1%	—	—	COM	773903109
QCOM	QUALCOMM INC	705,587	$90.87M	0.1%	—	—	COM	747525103
STX	SEAGATE TECHNOLOGY HLDNGS PL	230,332	$90.23M	0.1%	—	—	ORD SHS	G7997R103
ALKS	ALKERMES PLC	2,539,990	$89.81M	0.1%	—	—	SHS	G01767105
MAR	MARRIOTT INTL INC NEW	259,160	$84.76M	0.1%	—	—	CL A	571903202
DSGX	DESCARTES SYS GROUP INC	1,178,440	$84.33M	0.1%	—	—	COM	249906108
NKE	NIKE INC	1,577,530	$83.33M	0.1%	—	—	CL B	654106103
BJ	BJS WHSL CLUB HLDGS INC	840,749	$82.75M	0.1%	—	—	COM	05550J101
CTRA	COTERRA ENERGY INC	2,289,750	$80.46M	0.1%	—	—	COM	127097103
ABT	ABBOTT LABORATORIES	762,220	$78.26M	0.1%	—	—	COM	002824100
WELL	WELLTOWER INC	384,309	$75.98M	0.1%	—	—	COM	95040Q104
RVTY	REVVITY INC	867,030	$75.96M	0.1%	—	—	COM	714046109
WSC	WILLSCOT HLDGS CORP	4,277,400	$74.26M	0.1%	—	—	COM CL A	971378104
RTX	RTX CORPORATION	375,962	$72.52M	0.1%	—	—	COM	75513E101
MS	MORGAN STANLEY	432,388	$71.16M	0.1%	—	—	COM NEW	617446448
COF	CAPITAL ONE FINL CORP	379,650	$69.26M	0.1%	—	—	COM	14040H105
APP	APPLOVIN CORP	173,925	$69.22M	0.1%	—	—	COM CL A	03831W108
NVT	NVENT ELEC PLC	573,850	$67.87M	0.1%	—	—	SHS	G6700G107
CSX	CSX CORP	1,634,900	$67.11M	0.1%	—	—	COM	126408103
NBIX	NEUROCRINE BIOSCIENCES INC	496,340	$65.39M	0.1%	—	—	COM	64125C109
OSIS	OSI SYSTEMS INC	244,660	$64.96M	0.1%	—	—	COM	671044105
WM	WASTE MGMT INC DEL	277,600	$63.79M	0.1%	—	—	COM	94106L109
CVNA	CARVANA CO	197,525	$62.1M	0.0%	—	—	CL A	146869102
DELL	DELL TECHNOLOGIES INC	374,650	$61.49M	0.0%	—	—	CL C	24703L202
ACLS	AXCELIS TECHNOLOGIES INC	658,652	$61.31M	0.0%	—	—	COM NEW	054540208
CPRI	CAPRI HOLDINGS LIMITED	3,462,035	$61M	0.0%	—	—	SHS	G1890L107
VIK	VIKING HOLDINGS LTD	784,273	$57.63M	0.0%	—	—	ORD SHS	G93A5A101
LYFT	LYFT INC	4,223,630	$56.17M	0.0%	—	—	CL A COM	55087P104
PSN	PARSONS CORP DEL	1,020,400	$55.28M	0.0%	—	—	COM	70202L102
VNOM	VIPER ENERGY INC	1,165,252	$54.76M	0.0%	—	—	CL A	64361Q101
TROX	TRONOX HOLDINGS PLC	5,478,402	$53.52M	0.0%	—	—	SHS	G9087Q102
RYAAY	RYANAIR HOLDINGS PLC	912,972	$52.77M	0.0%	—	—	SPONSORED ADR	783513203
UNH	UNITEDHEALTH GROUP INC	186,521	$50.47M	0.0%	—	—	COM	91324P102
KNX	KNIGHT-SWIFT TRANSN HLDGS IN	869,677	$50.08M	0.0%	—	—	CL A	499049104
LHX	L3HARRIS TECHNOLOGIES INC	143,000	$49.36M	0.0%	—	—	COM	502431109
CRM	SALESFORCE INC	259,450	$48.43M	0.0%	—	—	COM	79466L302
OLLI	OLLIES BARGAIN OUTLET HLDGS	516,590	$47.55M	0.0%	—	—	COM	681116109
CRL	CHARLES RIV LABS INTL INC	266,890	$46.04M	0.0%	—	—	COM	159864107
PINS	PINTEREST INC	2,477,400	$45.44M	0.0%	—	—	CL A	72352L106
ELF	E L F BEAUTY INC	701,710	$42.53M	0.0%	—	—	COM	26856L103
XOM	EXXON MOBIL CORP	249,726	$42.37M	0.0%	—	—	COM	30231G102
BBIO	BRIDGEBIO PHARMA INC	569,180	$42.27M	0.0%	—	—	COM	10806X102
DE	DEERE & CO	72,670	$40.94M	0.0%	—	—	COM	244199105
AUR	AURORA INNOVATION INC	9,806,110	$40.4M	0.0%	—	—	CLASS A COM	051774107
PRM	PERIMETER SOLUTIONS INC	1,634,800	$39.92M	0.0%	—	—	COMMON STOCK	71385M107
TW	TRADEWEB MKTS INC	328,082	$38.6M	0.0%	—	—	CL A	892672106
IE	IVANHOE ELECTRIC INC	3,239,584	$38.29M	0.0%	—	—	COM	46578C108
UBER	UBER TECHNOLOGIES INC	514,300	$36.99M	0.0%	—	—	COM	90353T100
EXE	EXPAND ENERGY CORPORATION	330,947	$36.33M	0.0%	—	—	COM	165167735
ARM	ARM HOLDINGS PLC	233,880	$35.38M	0.0%	—	—	SPONSORED ADS	042068205
KEX	KIRBY CORP	263,803	$35.05M	0.0%	—	—	COM	497266106
WVE	WAVE LIFE SCIENCES LTD	4,832,952	$35.04M	0.0%	—	—	SHS	Y95308105
CRWD	CROWDSTRIKE HLDGS INC	88,150	$34.41M	0.0%	—	—	CL A	22788C105
KEY	KEYCORP	1,699,430	$34.07M	0.0%	—	—	COM	493267108
CASY	CASEYS GEN STORES INC	45,700	$33.26M	0.0%	—	—	COM	147528103
ARLO	ARLO TECHNOLOGIES INC	2,318,513	$32.99M	0.0%	—	—	COM	04206A101
CSGP	COSTAR GROUP INC	803,600	$32.42M	0.0%	—	—	COM	22160N109
ULTA	ULTA BEAUTY INC	61,250	$32.02M	0.0%	—	—	COM	90384S303
SYNA	SYNAPTICS INC	448,400	$31.41M	0.0%	—	—	COM	87157D109
BRKR	BRUKER CORP	857,600	$30.98M	0.0%	—	—	COM	116794108
THG	HANOVER INS GROUP INC	176,040	$30.52M	0.0%	—	—	COM	410867105
GFF	GRIFFON CORP	417,097	$30.31M	0.0%	—	—	COM	398433102
NCLH	NORWEGIAN CRUISE LINE HLDGS	1,600,604	$29.93M	0.0%	—	—	SHS	G66721104
TTD	THE TRADE DESK INC	1,232,605	$27.97M	0.0%	—	—	COM CL A	88339J105
GFL	GFL ENVIRONMENTAL INC	667,800	$27.86M	0.0%	—	—	SUB VTG SHS	36168Q104
RGEN	REPLIGEN CORP	235,068	$27.7M	0.0%	—	—	COM	759916109
TSN	TYSON FOODS INC	415,000	$26.59M	0.0%	—	—	CL A	902494103
NWL	NEWELL BRANDS INC	7,525,390	$25.81M	0.0%	—	—	COM	651229106
SEPN	SEPTERNA INC	1,048,834	$25.2M	0.0%	—	—	COM	81734D104
PVLA	PALVELLA THERAPEUTICS INC NE	195,030	$24.31M	0.0%	—	—	COM	697947109
MBLY	MOBILEYE GLOBAL INC	3,197,180	$21.96M	0.0%	—	—	COMMON CLASS A	60741F104
BIRK	BIRKENSTOCK HOLDING PLC	597,200	$21.4M	0.0%	—	—	COM SHS	M2029K104
PODD	INSULET CORP	100,720	$21.14M	0.0%	—	—	COM	45784P101
ALLO	ALLOGENE THERAPEUTICS INC	8,379,840	$20.45M	0.0%	—	—	COM	019770106
IMAX	IMAX CORP	535,402	$20.35M	0.0%	—	—	COM	45245E109
NKTR	NEKTAR THERAPEUTICS	279,150	$20.08M	0.0%	—	—	COM NEW	640268306
GTM	ZOOMINFO TECHNOLOGIES INC	3,224,964	$19.29M	0.0%	—	—	COMMON STOCK	98980F104
MO	ALTRIA GROUP INC	291,500	$19.24M	0.0%	—	—	COM	02209S103
FCX	FREEPORT MCMORAN INC	325,470	$19.13M	0.0%	—	—	CL B	35671D857
SAIA	SAIA INC	54,420	$19.12M	0.0%	—	—	COM	78709Y105
IT	GARTNER INC	117,400	$18.59M	0.0%	—	—	COM	366651107
TTWO	TAKE-TWO INTERACTIVE SOFTWAR	93,929	$18.55M	0.0%	—	—	COM	874054109
WMT	WALMART INC	147,450	$18.33M	0.0%	—	—	COM	931142103
WEX	WEX INC	116,760	$17.87M	0.0%	—	—	COM	96208T104
HUM	HUMANA INC	100,650	$17.45M	0.0%	—	—	COM	444859102
FLYW	FLYWIRE CORPORATION	1,473,500	$17.15M	0.0%	—	—	COM VTG	302492103
RIG	TRANSOCEAN LTD	2,573,290	$17.06M	0.0%	—	—	REGISTERED SHS	H8817H100
SLB	SLB LIMITED	329,280	$16.92M	0.0%	—	—	COM STK	806857108
SN	SHARKNINJA INC	143,300	$15.18M	0.0%	—	—	COM SHS	G8068L108
VSEC	VSE CORP	73,705	$13.59M	0.0%	—	—	COM	918284100
PCG	PG&E CORP	766,700	$13.47M	0.0%	—	—	COM	69331C108
LASR	NLIGHT INC	226,739	$12.93M	0.0%	—	—	COM	65487K100
DASH	DOORDASH INC	84,710	$12.72M	0.0%	—	—	CL A	25809K105
TOST	TOAST INC	476,500	$12.63M	0.0%	—	—	CL A	888787108
FMC	FMC CORP	700,192	$12.06M	0.0%	—	—	COM NEW	302491303
DKS	DICKS SPORTING GOODS INC	60,550	$12.01M	0.0%	—	—	COM	253393102
WAT	WATERS CORP	38,847	$11.57M	0.0%	—	—	COM	941848103
IQV	IQVIA HLDGS INC	62,332	$10.63M	0.0%	—	—	COM	46266C105
MCD	MCDONALDS CORP	33,930	$10.55M	0.0%	—	—	COM	580135101
BRBR	BELLRING BRANDS INC	654,700	$10.53M	0.0%	—	—	COMMON STOCK	07831C103
JBLU	JETBLUE AIRWAYS CORP	2,379,200	$10.52M	0.0%	—	—	COM	477143101
FIS	FIDELITY NATL INFORMATION SV	217,406	$10.2M	0.0%	—	—	COM	31620M106
NMIH	NMI HLDGS INC	268,330	$10.07M	0.0%	—	—	COM	629209305
RNG	RINGCENTRAL INC	269,700	$10.03M	0.0%	—	—	CL A	76680R206
MUSA	MURPHY USA INC	19,926	$9.843M	0.0%	—	—	COM	626755102
BB	BLACKBERRY LTD	2,874,476	$9.313M	0.0%	—	—	COM	09228F103
FITB	FIFTH THIRD BANCORP	196,260	$9.118M	0.0%	—	—	COM	316773100
RXO	RXO INC	603,076	$8.817M	0.0%	—	—	COMMON STOCK	74982T103
PEN	PENUMBRA INC	26,260	$8.623M	0.0%	—	—	COM	70975L107
FOLD	AMICUS THERAPEUTIC	585,400	$8.465M	0.0%	—	—	COM	03152W109
GXO	GXO LOGISTICS INCORPORATED	131,310	$6.808M	0.0%	—	—	COMMON STOCK	36262G101
BOOT	BOOT BARN HLDGS INC	45,620	$6.677M	0.0%	—	—	COM	099406100
VLO	VALERO ENERGY CORP	26,000	$6.424M	0.0%	—	—	COM	91913Y100
LUNG	PULMONX CORP	4,724,991	$6.095M	0.0%	—	—	COM	745848101
CRDO	CREDO TECHNOLOGY GROUP HOLDI	63,200	$5.933M	0.0%	—	—	ORDINARY SHARES	G25457105
BBWI	BATH & BODY WORKS INC	313,620	$5.855M	0.0%	—	—	COM	070830104
DOCU	DOCUSIGN INC	120,000	$5.689M	0.0%	—	—	COM	256163106
GLXY	GALAXY DIGITAL INC.	290,700	$5.363M	0.0%	—	—	CL A	36317J209
XEL	XCEL ENERGY INC	67,000	$5.322M	0.0%	—	—	COM	98389B100
SVV	SAVERS VALUE VLG INC	691,825	$5.147M	0.0%	—	—	COM	80517M109
AXON	AXON ENTERPRISE INC	12,000	$5.096M	0.0%	—	—	COM	05464C101
NGVT	INGEVITY CORP	69,000	$4.915M	0.0%	—	—	COM	45688C107
LPLA	LPL FINL HLDGS INC	16,000	$4.813M	0.0%	—	—	COM	50212V100
SNY	SANOFI SA	97,168	$4.682M	0.0%	—	—	SPONSORED ADR	80105N105
LENZ	LENZ THERAPEUTICS INC	472,200	$4.321M	0.0%	—	—	COM	52635N103
MRK	MERCK & CO INC	35,900	$4.318M	0.0%	—	—	COM	58933Y105
RMBS	RAMBUS INC DEL	47,500	$4.086M	0.0%	—	—	COM	750917106
EAT	BRINKER INTL INC	28,200	$4.026M	0.0%	—	—	COM	109641100
ROCK	GIBRALTAR INDS INC	95,600	$3.812M	0.0%	—	—	COM	374689107
U	UNITY SOFTWARE INC	165,310	$3.627M	0.0%	—	—	COM	91332U101
TMHC	TAYLOR MORRISON HOME CORP	57,149	$3.328M	0.0%	—	—	COM	87724P106
RIVN	RIVIAN AUTOMOTIVE INC	210,860	$3.173M	0.0%	—	—	COM CL A	76954A103
TPR	TAPESTRY INC	21,900	$3.09M	0.0%	—	—	COM	876030107
MXL	MAXLINEAR INC	174,410	$3.033M	0.0%	—	—	COM	57776J100
VVV	VALVOLINE INC	87,030	$2.931M	0.0%	—	—	COM	92047W101
QSR	RESTAURANT BRANDS INTL INC	37,600	$2.779M	0.0%	—	—	COM	76131D103
LUCK	LUCKY STRIKE ENTERTAINMENT C	324,800	$2.702M	0.0%	—	—	CL A COM	10258P102
KO	COCA COLA CO	35,200	$2.677M	0.0%	—	—	COM	191216100
ALGT	ALLEGIANT TRAVEL CO	32,750	$2.654M	0.0%	—	—	COM	01748X102
GMED	GLOBUS MED INC	29,325	$2.527M	0.0%	—	—	CL A	379577208
ARRY	ARRAY TECHNOLOGIES INC	313,300	$2.265M	0.0%	—	—	COM SHS	04271T100
ZNTL	ZENTALIS PHARMACEUTICALS INC	957,420	$2.24M	0.0%	—	—	COM	98943L107
SAP	SAP SE	13,000	$2.226M	0.0%	—	—	SPON ADR	803054204
ANET	ARISTA NETWORKS INC	16,000	$1.964M	0.0%	—	—	COM SHS	040413205
ULCC	FRONTIER GROUP HLDGS INC	494,900	$1.747M	0.0%	—	—	COM	35909R108
ITT	ITT INC	9,000	$1.715M	0.0%	—	—	COM	45073V108
CERS	CERUS CORP	789,300	$1.437M	0.0%	—	—	COM	157085101
CBOE	CBOE GLOBAL MKTS INC	5,100	$1.433M	0.0%	—	—	COM	12503M108
GEF/B	GREIF INC	15,000	$1.313M	0.0%	—	—	CL B	397624206
CMCSA	COMCAST CORP NEW	44,800	$1.286M	0.0%	—	—	CL A	20030N101
IBTA	IBOTTA INC	41,935	$1.257M	0.0%	—	—	CLASS A COM SHS	451051106
AMBA	AMBARELLA INC	19,400	$999K	0.0%	—	—	SHS	G037AX101
MQ	MARQETA INC	163,600	$667K	0.0%	—	—	CLASS A COM	57142B104
OS	ONESTREAM INC	19,500	$468K	0.0%	—	—	CL A	68278B107
WMG	WARNER MUSIC GROUP CORP	17,300	$442K	0.0%	—	—	COM CL A	934550203
HCAT	HEALTH CATALYST INC	340,418	$432K	0.0%	—	—	COM	42225T107
GRWG	GROWGENERATION CORP	377,300	$415K	0.0%	—	—	COM	39986L109
NFE	NEW FORTRESS ENERGY INC	540,300	$319K	0.0%	—	—	COM CL A	644393100
VLRS	CONTROLADORA VUELA COMP DE A	41,000	$297K	0.0%	—	—	SPON ADR RP 10	21240E105
SNDK	SANDISK CORP	400	$254K	0.0%	—	—	COM	80004C200
MDT	MEDTRONIC PLC	2,440	$211K	0.0%	—	—	SHS	G5960L103
LAB	STANDARD BIOTOOLS INC	153,374	$141K	0.0%	—	—	COM	34385P108
SNAP	SNAP INC	18,550	$85,330	0.0%	—	—	CL A	83304A106