| NVDA | NVIDIA CORPORATION | 6.65% | 22,508,110 | $4,199,563,164 | -30,100 | -0.13% | $186.58 | 13F |
| MSFT | MICROSOFT CORP | 5.56% | 6,780,343 | $3,511,878,657 | -103,400 | -1.5% | $517.95 | 13F |
| AAPL | APPLE INC | 5.39% | 13,366,654 | $3,403,551,108 | -43,725 | -0.33% | $254.63 | 13F |
| AMZN | AMAZON COM INC | 3.24% | 9,326,360 | $2,047,788,865 | 269,600 | 2.98% | $219.57 | 13F |
| META | META PLATFORMS INC | 2.32% | 1,996,335 | $1,466,068,497 | -12,200 | -0.61% | $734.38 | 13F |
| AVGO | BROADCOM INC | 2.2% | 4,204,756 | $1,387,191,052 | -17,400 | -0.41% | $329.91 | 13F |
| GOOGL | ALPHABET INC | 2.04% | 5,289,700 | $1,285,926,070 | -30,800 | -0.58% | $243.1 | 13F |
| TSLA | TESLA INC | 1.73% | 2,452,500 | $1,090,675,800 | -64,800 | -2.57% | $444.72 | 13F |
| GOOG | ALPHABET INC | 1.67% | 4,321,520 | $1,052,506,196 | -8,400 | -0.19% | $243.55 | 13F |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 1.31% | 1,645,469 | $827,243,085 | -16,314 | -0.98% | $502.74 | 13F |
| JPM | JPMORGAN CHASE & CO. | 1.22% | 2,438,466 | $769,165,330 | -56,900 | -2.28% | $315.43 | 13F |
| LLY | ELI LILLY & CO | 0.98% | 806,866 | $615,638,758 | -34,944 | -4.15% | $763 | 13F |
| PG | PROCTER AND GAMBLE CO | 0.92% | 3,785,073 | $581,576,465 | 855,700 | 29.21% | $153.65 | 13F |
| COP | CONOCOPHILLIPS | 0.89% | 5,932,377 | $561,143,540 | 1,367,223 | 29.95% | $94.59 | 13F |
| V | VISA INC | 0.83% | 1,532,540 | $523,178,505 | -103,300 | -6.31% | $341.38 | 13F |
| CVX | CHEVRON CORP NEW | 0.81% | 3,284,841 | $510,102,959 | 3,284,841 | New | $155.29 | 13F |
| HD | HOME DEPOT INC | 0.74% | 1,160,756 | $470,326,724 | -280,712 | -19.47% | $405.19 | 13F |
| NFLX | NETFLIX INC | 0.7% | 370,133 | $443,759,856 | -23,600 | -5.99% | $1198.92 | 13F |
| ORCL | ORACLE CORP | 0.7% | 1,567,016 | $440,707,580 | -77,700 | -4.72% | $281.24 | 13F |
| ABBV | ABBVIE INC | 0.68% | 1,844,792 | $427,143,140 | 225,951 | 13.96% | $231.54 | 13F |
| MA | MASTERCARD INCORPORATED | 0.67% | 746,610 | $424,679,234 | 21,300 | 2.94% | $568.81 | 13F |
| RPRX | ROYALTY PHARMA PLC | 0.67% | 11,965,633 | $422,147,532 | 5,965,633 | 99.43% | $35.28 | 13F |
| JNJ | JOHNSON & JOHNSON | 0.66% | 2,263,657 | $419,727,281 | 927,087 | 69.36% | $185.42 | 13F |
| WMT | WALMART INC | 0.65% | 3,973,526 | $409,511,590 | -595,800 | -13.04% | $103.06 | 13F |
| BAC | BANK AMERICA CORP | 0.6% | 7,316,673 | $377,467,160 | -60,000 | -0.81% | $51.59 | 13F |
| PLTR | PALANTIR TECHNOLOGIES INC | 0.6% | 2,068,100 | $377,262,802 | 119,900 | 6.15% | $182.42 | 13F |
| COST | COSTCO WHSL CORP NEW | 0.57% | 390,277 | $361,252,100 | 42,400 | 12.19% | $925.63 | 13F |
| DOV | DOVER CORP | 0.55% | 2,098,002 | $350,009,674 | -278,277 | -11.71% | $166.83 | 13F |
| ABT | ABBOTT LABS | 0.49% | 2,296,987 | $307,658,439 | 699,272 | 43.77% | $133.94 | 13F |
| CSCO | CISCO SYS INC | 0.44% | 4,101,021 | $280,591,857 | -199,700 | -4.64% | $68.42 | 13F |
| JCI | JOHNSON CTLS INTL PLC | 0.44% | 2,552,642 | $280,662,988 | 866,281 | 51.37% | $109.95 | 13F |
| IBM | INTERNATIONAL BUSINESS MACHS | 0.41% | 917,142 | $258,780,787 | -64,048 | -6.53% | $282.16 | 13F |
| CRM | SALESFORCE INC | 0.41% | 1,094,339 | $259,358,343 | 65,600 | 6.38% | $237 | 13F |
| TMO | THERMO FISHER SCIENTIFIC INC | 0.41% | 538,880 | $261,367,578 | 213,156 | 65.44% | $485.02 | 13F |
| CNTA | CENTESSA PHARMACEUTICALS PLC | 0.39% | 10,035,000 | $243,348,750 | 1,632,000 | 19.42% | $24.25 | 13F |
| GE | GE AEROSPACE | 0.39% | 817,730 | $245,989,539 | -2,400 | -0.29% | $300.82 | 13F |
| UNH | UNITEDHEALTH GROUP INC | 0.39% | 721,251 | $249,047,970 | -48,761 | -6.33% | $345.3 | 13F |
| XOM | EXXON MOBIL CORP | 0.37% | 2,051,952 | $231,357,588 | -1,447,870 | -41.37% | $112.75 | 13F |
| WFC | WELLS FARGO CO NEW | 0.37% | 2,790,896 | $233,932,903 | -159,616 | -5.41% | $83.82 | 13F |
| AMD | ADVANCED MICRO DEVICES INC | 0.36% | 1,386,594 | $224,337,043 | -9,400 | -0.67% | $161.79 | 13F |
| HUBB | HUBBELL INC | 0.36% | 522,872 | $224,997,050 | -442,856 | -45.86% | $430.31 | 13F |
| PM | PHILIP MORRIS INTL INC | 0.36% | 1,415,454 | $229,586,640 | -10,200 | -0.72% | $162.2 | 13F |
| AON | AON PLC | 0.36% | 646,069 | $230,375,284 | 343,800 | 113.74% | $356.58 | 13F |
| DIS | DISNEY WALT CO | 0.35% | 1,934,925 | $221,548,913 | 13,400 | 0.7% | $114.5 | 13F |
| KO | COCA COLA CO | 0.33% | 3,180,182 | $210,909,670 | -367,700 | -10.36% | $66.32 | 13F |
| MDT | MEDTRONIC PLC | 0.33% | 2,180,517 | $207,672,439 | 375,820 | 20.82% | $95.24 | 13F |
| T | AT&T INC | 0.31% | 6,952,239 | $196,331,229 | -713,200 | -9.3% | $28.24 | 13F |
| GS | GOLDMAN SACHS GROUP INC | 0.31% | 243,309 | $193,759,122 | 500 | 0.21% | $796.35 | 13F |
| MU | MICRON TECHNOLOGY INC | 0.31% | 1,177,603 | $197,036,534 | -5,900 | -0.5% | $167.32 | 13F |
| NEE | NEXTERA ENERGY INC | 0.31% | 2,572,613 | $194,206,555 | 387,100 | 17.71% | $75.49 | 13F |
| OVV | OVINTIV INC | 0.31% | 4,812,109 | $194,312,961 | 1,072,872 | 28.69% | $40.38 | 13F |
| LRCX | LAM RESEARCH CORP | 0.3% | 1,397,320 | $187,101,148 | -10,600 | -0.75% | $133.9 | 13F |
| MCD | MCDONALDS CORP | 0.3% | 616,402 | $187,318,404 | 107,000 | 21.01% | $303.89 | 13F |
| VRTX | VERTEX PHARMACEUTICALS INC | 0.3% | 482,495 | $188,964,342 | 304,303 | 170.77% | $391.64 | 13F |
| INSM | INSMED INC | 0.29% | 1,252,503 | $180,372,957 | -1,606,949 | -56.2% | $144.01 | 13F |
| LIN | LINDE PLC | 0.29% | 390,435 | $185,456,625 | -4,700 | -1.19% | $475 | 13F |
| APP | APPLOVIN CORP | 0.28% | 246,200 | $176,904,548 | 246,200 | New | $718.54 | 13F |
| BA | BOEING CO | 0.28% | 805,236 | $173,794,086 | -89,538 | -10.01% | $215.83 | 13F |
| VNOM | VIPER ENERGY INC | 0.28% | 4,686,701 | $179,125,712 | 4,686,701 | New | $38.22 | 13F |
| UBER | UBER TECHNOLOGIES INC | 0.28% | 1,797,235 | $176,075,113 | 133,335 | 8.01% | $97.97 | 13F |
| DVN | DEVON ENERGY CORP NEW | 0.26% | 4,597,892 | $161,202,094 | 29,800 | 0.65% | $35.06 | 13F |
| LBRDK | LIBERTY BROADBAND CORP | 0.26% | 2,538,267 | $161,281,485 | 1,905,767 | 301.31% | $63.54 | 13F |
| PEP | PEPSICO INC | 0.26% | 1,164,979 | $163,609,652 | -45,800 | -3.78% | $140.44 | 13F |
| NOW | SERVICENOW INC | 0.26% | 179,100 | $164,822,148 | -4,000 | -2.18% | $920.28 | 13F |
| VZ | VERIZON COMMUNICATIONS INC | 0.26% | 3,731,372 | $163,993,799 | 82,700 | 2.27% | $43.95 | 13F |
| CAT | CATERPILLAR INC | 0.25% | 327,324 | $156,182,647 | 163,740 | 100.1% | $477.15 | 13F |
| C | CITIGROUP INC | 0.25% | 1,543,986 | $156,714,579 | -167,700 | -9.8% | $101.5 | 13F |
| FERG | FERGUSON ENTERPRISES INC | 0.25% | 712,091 | $159,921,397 | 337,929 | 90.32% | $224.58 | 13F |
| INTU | INTUIT | 0.25% | 233,700 | $159,596,067 | -42,400 | -15.36% | $682.91 | 13F |
| NSC | NORFOLK SOUTHN CORP | 0.25% | 522,857 | $157,071,471 | -173,268 | -24.89% | $300.41 | 13F |
| QCOM | QUALCOMM INC | 0.25% | 943,721 | $156,997,426 | -11,200 | -1.17% | $166.36 | 13F |
| SCHW | SCHWAB CHARLES CORP | 0.25% | 1,663,639 | $158,827,615 | -250,700 | -13.1% | $95.47 | 13F |
| GILD | GILEAD SCIENCES INC | 0.24% | 1,355,248 | $150,432,528 | -97,984 | -6.74% | $111 | 13F |
| MS | MORGAN STANLEY | 0.24% | 964,234 | $153,274,637 | -121,200 | -11.17% | $158.96 | 13F |
| ROST | ROSS STORES INC | 0.24% | 982,786 | $149,766,759 | 450,400 | 84.6% | $152.39 | 13F |
| GEV | GE VERNOVA INC | 0.23% | 240,499 | $147,882,835 | 4,500 | 1.91% | $614.9 | 13F |
| SRE | SEMPRA | 0.23% | 1,643,370 | $147,870,433 | 1,046,000 | 175.1% | $89.98 | 13F |
| AXP | AMERICAN EXPRESS CO | 0.22% | 418,088 | $138,872,110 | 6,700 | 1.63% | $332.16 | 13F |
| AMAT | APPLIED MATLS INC | 0.22% | 669,726 | $137,119,701 | -136,400 | -16.92% | $204.74 | 13F |
| BLK | BLACKROCK INC | 0.22% | 120,980 | $141,046,953 | -3,400 | -2.73% | $1165.87 | 13F |
| BKNG | BOOKING HOLDINGS INC | 0.22% | 25,900 | $139,841,093 | -1,350 | -4.95% | $5399.27 | 13F |
| CVS | CVS HEALTH CORP | 0.22% | 1,871,399 | $141,084,771 | 261,800 | 16.26% | $75.39 | 13F |
| LOW | LOWES COS INC | 0.22% | 563,105 | $141,513,918 | 266,700 | 89.98% | $251.31 | 13F |
| ISRG | INTUITIVE SURGICAL INC | 0.22% | 310,983 | $139,080,927 | -58,601 | -15.86% | $447.23 | 13F |
| SPGI | S&P GLOBAL INC | 0.22% | 280,720 | $136,629,231 | -47,300 | -14.42% | $486.71 | 13F |
| TXN | TEXAS INSTRS INC | 0.22% | 754,144 | $138,558,877 | 19,700 | 2.68% | $183.73 | 13F |
| CYBR | CYBERARK SOFTWARE LTD | 0.22% | 287,232 | $138,776,141 | 287,232 | New | $483.15 | 13F |
| APH | AMPHENOL CORP NEW | 0.21% | 1,087,720 | $134,605,350 | -12,700 | -1.15% | $123.75 | 13F |
| ANET | ARISTA NETWORKS INC | 0.21% | 897,200 | $130,731,012 | 29,000 | 3.34% | $145.71 | 13F |
| BSX | BOSTON SCIENTIFIC CORP | 0.21% | 1,347,416 | $131,548,224 | -707,949 | -34.44% | $97.63 | 13F |
| ETNB | 89BIO INC | 0.21% | 9,097,587 | $133,734,529 | 7,128,587 | 362.04% | $14.7 | 13F |
| INTC | INTEL CORP | 0.21% | 4,015,285 | $134,712,812 | 20,100 | 0.5% | $33.55 | 13F |
| MTDR | MATADOR RES CO | 0.21% | 2,980,997 | $133,936,195 | 424,525 | 16.61% | $44.93 | 13F |
| RTX | RTX CORPORATION | 0.21% | 801,035 | $134,037,187 | -327,522 | -29.02% | $167.33 | 13F |
| ACN | ACCENTURE PLC IRELAND | 0.21% | 546,422 | $134,747,665 | 23,000 | 4.39% | $246.6 | 13F |
| ADBE | ADOBE INC | 0.2% | 365,778 | $129,028,190 | 3,900 | 1.08% | $352.75 | 13F |
| PRAX | PRAXIS PRECISION MEDICINES I | 0.2% | 2,374,085 | $125,826,505 | 399,500 | 20.23% | $53 | 13F |
| COF | CAPITAL ONE FINL CORP | 0.19% | 565,528 | $120,219,942 | -300 | -0.05% | $212.58 | 13F |
| GD | GENERAL DYNAMICS CORP | 0.19% | 359,215 | $122,492,315 | 108,979 | 43.55% | $341 | 13F |
| RBA | RB GLOBAL INC | 0.19% | 1,096,541 | $118,821,183 | 596,541 | 119.31% | $108.36 | 13F |
| TJX | TJX COS INC NEW | 0.19% | 820,448 | $118,587,554 | -167,800 | -16.98% | $144.54 | 13F |
| VTR | VENTAS INC | 0.19% | 1,719,700 | $120,361,803 | -24,600 | -1.41% | $69.99 | 13F |
| WM | WASTE MGMT INC DEL | 0.19% | 552,892 | $122,095,140 | -163,784 | -22.85% | $220.83 | 13F |
| ETN | EATON CORP PLC | 0.19% | 317,128 | $118,685,154 | 40,600 | 14.68% | $374.25 | 13F |
| BX | BLACKSTONE INC | 0.18% | 652,300 | $111,445,455 | 129,981 | 24.89% | $170.85 | 13F |
| DE | DEERE & CO | 0.18% | 253,764 | $116,036,127 | 253,764 | New | $457.26 | 13F |
| EQIX | EQUINIX INC | 0.18% | 144,968 | $113,544,736 | -19,500 | -11.86% | $783.24 | 13F |
| HON | HONEYWELL INTL INC | 0.18% | 535,416 | $112,705,068 | 329,860 | 160.47% | $210.5 | 13F |
| PH | PARKER-HANNIFIN CORP | 0.18% | 152,168 | $115,366,169 | 35,100 | 29.98% | $758.15 | 13F |
| PGR | PROGRESSIVE CORP | 0.18% | 468,085 | $115,593,591 | -43,800 | -8.56% | $246.95 | 13F |
| SWX | SOUTHWEST GAS HLDGS INC | 0.18% | 1,420,000 | $111,242,800 | -200,000 | -12.35% | $78.34 | 13F |
| CB | CHUBB LIMITED | 0.18% | 411,683 | $116,197,527 | 174,300 | 73.43% | $282.25 | 13F |
| CEG | CONSTELLATION ENERGY CORP | 0.17% | 319,077 | $104,998,668 | 32,000 | 11.15% | $329.07 | 13F |
| DHR | DANAHER CORPORATION | 0.17% | 555,504 | $110,134,223 | -447,391 | -44.61% | $198.26 | 13F |
| EW | EDWARDS LIFESCIENCES CORP | 0.17% | 1,359,466 | $105,725,671 | 485,649 | 55.58% | $77.77 | 13F |
| ORLY | OREILLY AUTOMOTIVE INC | 0.17% | 1,013,600 | $109,276,216 | 230,700 | 29.47% | $107.81 | 13F |
| CHRD | CHORD ENERGY CORPORATION | 0.17% | 1,050,381 | $104,376,360 | 60,000 | 6.06% | $99.37 | 13F |
| UNP | UNION PAC CORP | 0.17% | 451,064 | $106,617,998 | 103,949 | 29.95% | $236.37 | 13F |
| WELL | WELLTOWER INC | 0.17% | 608,206 | $108,345,817 | 39,200 | 6.89% | $178.14 | 13F |
| ROIV | ROIVANT SCIENCES LTD | 0.17% | 7,232,383 | $109,425,955 | 5,150,000 | 247.31% | $15.13 | 13F |
| WVE | WAVE LIFE SCIENCES LTD | 0.17% | 14,567,784 | $106,636,179 | -448,716 | -2.99% | $7.32 | 13F |
| MO | ALTRIA GROUP INC | 0.16% | 1,527,632 | $100,915,371 | -15,200 | -0.99% | $66.06 | 13F |
| AR | ANTERO RESOURCES CORP | 0.16% | 3,023,110 | $101,455,572 | 1,498,608 | 98.3% | $33.56 | 13F |
| CRWD | CROWDSTRIKE HLDGS INC | 0.16% | 207,700 | $101,851,926 | -6,400 | -2.99% | $490.38 | 13F |
| HOOD | ROBINHOOD MKTS INC | 0.16% | 703,800 | $100,770,084 | 703,800 | New | $143.18 | 13F |
| TMUS | T-MOBILE US INC | 0.16% | 425,034 | $101,744,639 | -76,700 | -15.29% | $239.38 | 13F |
| TRV | TRAVELERS COMPANIES INC | 0.16% | 362,504 | $101,218,367 | -10,009 | -2.69% | $279.22 | 13F |
| AMLX | AMYLYX PHARMACEUTICALS INC | 0.15% | 6,816,828 | $92,640,693 | -1,983,172 | -22.54% | $13.59 | 13F |
| AZO | AUTOZONE INC | 0.15% | 22,148 | $95,020,236 | -3,167 | -12.51% | $4290.24 | 13F |
| CMCSA | COMCAST CORP NEW | 0.15% | 3,023,959 | $95,012,792 | 62,900 | 2.12% | $31.42 | 13F |
| DAL | DELTA AIR LINES INC DEL | 0.15% | 1,647,229 | $93,480,246 | 1,019,218 | 162.29% | $56.75 | 13F |
| ICE | INTERCONTINENTAL EXCHANGE IN | 0.15% | 570,559 | $96,127,780 | -4,800 | -0.83% | $168.48 | 13F |
| KLAC | KLA CORP | 0.15% | 89,854 | $96,916,524 | -11,600 | -11.43% | $1078.6 | 13F |
| LMT | LOCKHEED MARTIN CORP | 0.15% | 186,793 | $93,248,934 | -4,200 | -2.2% | $499.21 | 13F |
| MAR | MARRIOTT INTL INC NEW | 0.15% | 356,725 | $92,905,459 | 148,500 | 71.32% | $260.44 | 13F |
| NKE | NIKE INC | 0.15% | 1,330,361 | $92,766,073 | 251,300 | 23.29% | $69.73 | 13F |
| PFE | PFIZER INC | 0.15% | 3,787,993 | $96,518,062 | -1,172,263 | -23.63% | $25.48 | 13F |
| SLNO | SOLENO THERAPEUTICS INC | 0.15% | 1,401,576 | $94,746,538 | -2,174,388 | -60.81% | $67.6 | 13F |
| UNM | UNUM GROUP | 0.15% | 1,200,000 | $93,336,000 | 75,000 | 6.67% | $77.78 | 13F |
| SDRL | SEADRILL LTD | 0.15% | 3,111,764 | $94,006,390 | -26,522 | -0.85% | $30.21 | 13F |
| ADI | ANALOG DEVICES INC | 0.14% | 370,514 | $91,035,290 | -33,000 | -8.18% | $245.7 | 13F |
| DUK | DUKE ENERGY CORP NEW | 0.14% | 707,113 | $87,505,234 | 95,200 | 15.56% | $123.75 | 13F |
| ETR | ENTERGY CORP NEW | 0.14% | 966,404 | $90,059,189 | -314,900 | -24.58% | $93.19 | 13F |
| ES | EVERSOURCE ENERGY | 0.14% | 1,275,334 | $90,727,261 | 376,300 | 41.86% | $71.14 | 13F |
| AJG | GALLAGHER ARTHUR J & CO | 0.14% | 293,103 | $90,785,723 | -201,500 | -40.74% | $309.74 | 13F |
| HWM | HOWMET AEROSPACE INC | 0.14% | 446,600 | $87,636,318 | 91,900 | 25.91% | $196.23 | 13F |
| IONS | IONIS PHARMACEUTICALS INC | 0.14% | 1,315,000 | $86,027,300 | -2,485,000 | -65.39% | $65.42 | 13F |
| JBTM | JBT MAREL CORPORATION | 0.14% | 612,139 | $85,974,923 | 80,534 | 15.15% | $140.45 | 13F |
| KKR | KKR & CO INC | 0.14% | 676,900 | $87,963,155 | -84,100 | -11.05% | $129.95 | 13F |
| K | KELLANOVA | 0.14% | 1,053,460 | $86,404,789 | -460,123 | -30.4% | $82.02 | 13F |
| MRK | MERCK & CO INC | 0.14% | 1,053,634 | $88,431,502 | -371,552 | -26.07% | $83.93 | 13F |
| SBUX | STARBUCKS CORP | 0.14% | 1,033,709 | $87,451,781 | 156,100 | 17.79% | $84.6 | 13F |
| SNPS | SYNOPSYS INC | 0.14% | 184,044 | $90,805,469 | 77,493 | 72.73% | $493.39 | 13F |
| ABVX | ABIVAX SA | 0.13% | 977,629 | $83,000,702 | 977,629 | New | $84.9 | 13F |
| AMT | AMERICAN TOWER CORP NEW | 0.13% | 425,805 | $81,890,818 | -38,000 | -8.19% | $192.32 | 13F |
| CSX | CSX CORP | 0.13% | 2,276,682 | $80,844,978 | -3,090,584 | -57.58% | $35.51 | 13F |
| EYPT | EYEPOINT PHARMACEUTICALS INC | 0.13% | 5,559,782 | $79,171,296 | -1,240,218 | -18.24% | $14.24 | 13F |
| GPOR | GULFPORT ENERGY CORP | 0.13% | 459,238 | $83,112,893 | 58,435 | 14.58% | $180.98 | 13F |
| NEM | NEWMONT CORP | 0.13% | 998,900 | $84,217,259 | 69,500 | 7.48% | $84.31 | 13F |
| TXNM | TXNM ENERGY INC | 0.13% | 1,433,275 | $81,051,701 | -329,483 | -18.69% | $56.55 | 13F |
| THC | TENET HEALTHCARE CORP | 0.13% | 395,515 | $80,305,366 | 38,540 | 10.8% | $203.04 | 13F |
| TVTX | TRAVERE THERAPEUTICS INC | 0.13% | 3,552,000 | $84,892,800 | 768,000 | 27.59% | $23.9 | 13F |
| CBRE | CBRE GROUP INC | 0.12% | 466,800 | $73,549,008 | -87,200 | -15.74% | $157.56 | 13F |
| CVE | CENOVUS ENERGY INC | 0.12% | 4,493,262 | $76,340,521 | 443,262 | 10.94% | $16.99 | 13F |
| IDYA | IDEAYA BIOSCIENCES INC | 0.12% | 2,900,094 | $78,911,558 | 1,662,000 | 134.24% | $27.21 | 13F |
| MPWR | MONOLITHIC PWR SYS INC | 0.12% | 83,152 | $76,553,057 | 7,200 | 9.48% | $920.64 | 13F |
| PLD | PROLOGIS INC. | 0.12% | 653,929 | $74,887,949 | -56,000 | -7.89% | $114.52 | 13F |
| SRRK | SCHOLAR ROCK HLDG CORP | 0.12% | 1,951,866 | $72,687,490 | 736,866 | 60.65% | $37.24 | 13F |
| TOL | TOLL BROTHERS INC | 0.12% | 558,000 | $77,082,120 | 43,000 | 8.35% | $138.14 | 13F |
| NAMS | NEWAMSTERDAM PHARMA COMPANY | 0.12% | 2,576,631 | $73,279,386 | -436,378 | -14.48% | $28.44 | 13F |
| ALL | ALLSTATE CORP | 0.11% | 325,619 | $69,894,118 | 222,100 | 214.55% | $214.65 | 13F |
| AMGN | AMGEN INC | 0.11% | 237,692 | $67,076,682 | 48,828 | 25.85% | $282.2 | 13F |
| ADP | AUTOMATIC DATA PROCESSING IN | 0.11% | 238,376 | $69,963,356 | -158,400 | -39.92% | $293.5 | 13F |
| BK | BANK NEW YORK MELLON CORP | 0.11% | 641,316 | $69,877,791 | -14,000 | -2.14% | $108.96 | 13F |
| CME | CME GROUP INC | 0.11% | 249,231 | $67,339,724 | -55,611 | -18.24% | $270.19 | 13F |
| CDNS | CADENCE DESIGN SYSTEM INC | 0.11% | 202,845 | $71,251,335 | 22,745 | 12.63% | $351.26 | 13F |
| EXE | EXPAND ENERGY CORPORATION | 0.11% | 676,800 | $71,903,232 | 478,500 | 241.3% | $106.24 | 13F |
| COIN | COINBASE GLOBAL INC | 0.11% | 205,700 | $69,421,693 | 12,100 | 6.25% | $337.49 | 13F |
| DASH | DOORDASH INC | 0.11% | 261,600 | $71,152,584 | -73,700 | -21.98% | $271.99 | 13F |
| EA | ELECTRONIC ARTS INC | 0.11% | 329,966 | $66,554,142 | 121,000 | 57.9% | $201.7 | 13F |
| JANX | JANUX THERAPEUTICS INC | 0.11% | 2,775,000 | $67,821,000 | 250,000 | 9.9% | $24.44 | 13F |
| MCK | MCKESSON CORP | 0.11% | 89,398 | $69,063,531 | -60,375 | -40.31% | $772.54 | 13F |
| MSI | MOTOROLA SOLUTIONS INC | 0.11% | 150,464 | $68,805,683 | 40,100 | 36.33% | $457.29 | 13F |
| NOC | NORTHROP GRUMMAN CORP | 0.11% | 117,424 | $71,548,792 | 6,504 | 5.86% | $609.32 | 13F |
| REGN | REGENERON PHARMACEUTICALS | 0.11% | 123,046 | $69,185,074 | 27,416 | 28.67% | $562.27 | 13F |
| ROP | ROPER TECHNOLOGIES INC | 0.11% | 143,485 | $71,554,535 | -4,119 | -2.79% | $498.69 | 13F |
| USB | US BANCORP DEL | 0.11% | 1,410,100 | $68,150,133 | -11,900 | -0.84% | $48.33 | 13F |
| VST | VISTRA CORP | 0.11% | 369,900 | $72,470,808 | -45,900 | -11.04% | $195.92 | 13F |
| APD | AIR PRODS & CHEMS INC | 0.1% | 237,340 | $64,727,365 | -11,500 | -4.62% | $272.72 | 13F |
| AWI | ARMSTRONG WORLD INDS INC NEW | 0.1% | 333,000 | $65,271,330 | -404,000 | -54.82% | $196.01 | 13F |
| CTAS | CINTAS CORP | 0.1% | 318,718 | $65,420,057 | 4,318 | 1.37% | $205.26 | 13F |
| FI | FISERV INC | 0.1% | 494,081 | $63,701,863 | 36,500 | 7.98% | $128.93 | 13F |
| IP | INTERNATIONAL PAPER CO | 0.1% | 1,370,692 | $63,600,109 | 280,200 | 25.69% | $46.4 | 13F |
| MDLZ | MONDELEZ INTL INC | 0.1% | 988,697 | $61,763,902 | -51,200 | -4.92% | $62.47 | 13F |
| MCO | MOODYS CORP | 0.1% | 136,254 | $64,922,306 | 23,100 | 20.41% | $476.48 | 13F |
| SLAB | SILICON LABORATORIES INC | 0.1% | 464,811 | $60,950,666 | 81,485 | 21.26% | $131.13 | 13F |
| SYK | STRYKER CORPORATION | 0.1% | 178,859 | $66,118,807 | -56,625 | -24.05% | $369.67 | 13F |
| TDG | TRANSDIGM GROUP INC | 0.1% | 48,895 | $64,444,588 | -2,499 | -4.86% | $1318.02 | 13F |
| HCC | WARRIOR MET COAL INC | 0.1% | 975,000 | $62,049,000 | -914,025 | -48.39% | $63.64 | 13F |
| ASML | ASML HOLDING N V | 0.1% | 65,000 | $62,925,850 | 15,000 | 30% | $968.09 | 13F |
| RCL | ROYAL CARIBBEAN GROUP | 0.1% | 190,700 | $61,706,706 | -38,100 | -16.65% | $323.58 | 13F |
| AIG | AMERICAN INTL GROUP INC | 0.09% | 752,276 | $59,083,757 | 124,438 | 19.82% | $78.54 | 13F |
| ELV | ELEVANCE HEALTH INC FORMERLY | 0.09% | 171,448 | $55,398,278 | 82,272 | 92.26% | $323.12 | 13F |
| ADSK | AUTODESK INC | 0.09% | 169,589 | $53,873,338 | -1,400 | -0.82% | $317.67 | 13F |
| GLW | CORNING INC | 0.09% | 708,821 | $58,144,587 | 2,800 | 0.4% | $82.03 | 13F |
| CUZ | COUSINS PPTYS INC | 0.09% | 1,919,301 | $55,544,571 | 226,437 | 13.38% | $28.94 | 13F |
| DLR | DIGITAL RLTY TR INC | 0.09% | 316,500 | $54,716,520 | -13,500 | -4.09% | $172.88 | 13F |
| ECL | ECOLAB INC | 0.09% | 202,125 | $55,353,953 | 26,000 | 14.76% | $273.86 | 13F |
| EMR | EMERSON ELEC CO | 0.09% | 443,678 | $58,201,680 | 254,829 | 134.94% | $131.18 | 13F |
| HUBS | HUBSPOT INC | 0.09% | 125,000 | $58,475,000 | 125,000 | New | $467.8 | 13F |
| PNC | PNC FINL SVCS GROUP INC | 0.09% | 283,068 | $56,876,853 | 29,800 | 11.77% | $200.93 | 13F |
| SPR | SPIRIT AEROSYSTEMS HLDGS INC | 0.09% | 1,440,641 | $55,608,743 | 117,789 | 8.9% | $38.6 | 13F |
| TRMB | TRIMBLE INC | 0.09% | 721,634 | $58,921,416 | 59,112 | 8.92% | $81.65 | 13F |
| VMC | VULCAN MATLS CO | 0.09% | 190,298 | $58,539,471 | -175,700 | -48.01% | $307.62 | 13F |
| COR | CENCORA INC | 0.09% | 176,300 | $55,099,039 | 13,039 | 7.99% | $312.53 | 13F |
| AXSM | AXSOME THERAPEUTICS INC | 0.09% | 445,000 | $54,045,250 | -2,000 | -0.45% | $121.45 | 13F |
| CTVA | CORTEVA INC | 0.09% | 878,237 | $59,395,168 | 253,400 | 40.55% | $67.63 | 13F |
| IRM | IRON MTN INC DEL | 0.09% | 553,420 | $56,415,635 | -6,832 | -1.22% | $101.94 | 13F |
| MNPR | MONOPAR THERAPEUTICS INC | 0.09% | 659,195 | $53,836,456 | 60,000 | 10.01% | $81.67 | 13F |
| NI | NISOURCE INC | 0.09% | 1,328,662 | $57,531,065 | 897,500 | 208.16% | $43.3 | 13F |
| RYTM | RHYTHM PHARMACEUTICALS INC | 0.09% | 544,000 | $54,938,560 | 203,000 | 59.53% | $100.99 | 13F |
| SR | SPIRE INC | 0.09% | 660,720 | $53,861,894 | -339,280 | -33.93% | $81.52 | 13F |
| WCC | WESCO INTL INC | 0.09% | 273,265 | $57,795,548 | 193,265 | 241.58% | $211.5 | 13F |
| CRH | CRH PLC | 0.09% | 453,000 | $54,314,700 | 453,000 | New | $119.9 | 13F |
| TEL | TE CONNECTIVITY PLC | 0.09% | 268,744 | $58,997,370 | 79,701 | 42.16% | $219.53 | 13F |
| MRUS | MERUS N V | 0.09% | 600,000 | $56,490,000 | -233,397 | -28.01% | $94.15 | 13F |
| ACAD | ACADIA PHARMACEUTICALS INC | 0.08% | 2,484,156 | $53,011,889 | 1,880,356 | 311.42% | $21.34 | 13F |
| APO | APOLLO GLOBAL MGMT INC | 0.08% | 393,400 | $52,428,418 | 25,900 | 7.05% | $133.27 | 13F |
| AZN | ASTRAZENECA PLC | 0.08% | 672,943 | $51,628,187 | 347,552 | 106.81% | $76.72 | 13F |
| RNA | AVIDITY BIOSCIENCES INC | 0.08% | 1,200,000 | $52,284,000 | -327,000 | -21.41% | $43.57 | 13F |
| AXON | AXON ENTERPRISE INC | 0.08% | 71,400 | $51,239,496 | -5,300 | -6.91% | $717.64 | 13F |
| BBIO | BRIDGEBIO PHARMA INC | 0.08% | 944,846 | $49,075,301 | 643,485 | 213.53% | $51.94 | 13F |
| CI | THE CIGNA GROUP | 0.08% | 173,602 | $50,040,777 | -57,961 | -25.03% | $288.25 | 13F |
| CMG | CHIPOTLE MEXICAN GRILL INC | 0.08% | 1,220,650 | $47,837,274 | -1,644,384 | -57.39% | $39.19 | 13F |
| FOX | FOX CORP | 0.08% | 860,065 | $49,273,124 | 389,200 | 82.66% | $57.29 | 13F |
| FCX | FREEPORT-MCMORAN INC | 0.08% | 1,307,100 | $51,264,462 | -273,300 | -17.29% | $39.22 | 13F |
| IR | INGERSOLL RAND INC | 0.08% | 617,472 | $51,015,537 | 247,980 | 67.11% | $82.62 | 13F |
| LHX | L3HARRIS TECHNOLOGIES INC | 0.08% | 170,159 | $51,968,260 | -603 | -0.35% | $305.41 | 13F |
| NDAQ | NASDAQ INC | 0.08% | 589,347 | $52,127,742 | 10,707 | 1.85% | $88.45 | 13F |
| NUVL | NUVALENT INC | 0.08% | 574,500 | $49,682,760 | -3,000 | -0.52% | $86.48 | 13F |
| PYPL | PAYPAL HLDGS INC | 0.08% | 778,675 | $52,217,946 | 17,900 | 2.35% | $67.06 | 13F |
| PSX | PHILLIPS 66 | 0.08% | 392,901 | $53,442,394 | -5,300 | -1.33% | $136.02 | 13F |
| RGA | REINSURANCE GRP OF AMERICA I | 0.08% | 250,000 | $48,032,500 | -100,000 | -28.57% | $192.13 | 13F |
| ROK | ROCKWELL AUTOMATION INC | 0.08% | 139,018 | $48,590,962 | -63,975 | -31.52% | $349.53 | 13F |
| PTGX | PROTAGONIST THERAPEUTICS INC | 0.08% | 718,202 | $47,710,159 | -374,060 | -34.25% | $66.43 | 13F |
| SNDX | SYNDAX PHARMACEUTICALS INC | 0.08% | 3,311,963 | $50,954,551 | 1,879,523 | 131.21% | $15.39 | 13F |
| UAL | UNITED AIRLS HLDGS INC | 0.08% | 499,737 | $48,224,621 | 200,628 | 67.08% | $96.5 | 13F |
| NXPI | NXP SEMICONDUCTORS N V | 0.08% | 229,508 | $52,265,857 | 8,100 | 3.66% | $227.73 | 13F |
| AFL | AFLAC INC | 0.07% | 368,174 | $41,125,036 | 162,500 | 79.01% | $111.7 | 13F |
| ABNB | AIRBNB INC | 0.07% | 350,600 | $42,569,852 | 32,200 | 10.11% | $121.42 | 13F |
