| MSFT | MICROSOFT CORP | 3.44% | 6,579,943 | $2,454,450,338 | 4,300 | 0.07% | $373.02 | 13F |
| AVGO | BROADCOM INC | 2.22% | 4,196,656 | $1,585,286,804 | 84,600 | 2.06% | $377.75 | 13F |
| GOOG | ALPHABET INC | 2.09% | 4,215,120 | $1,489,328,350 | 110,600 | 2.69% | $353.33 | 13F |
| TSLA | TESLA INC | 1.46% | 2,477,311 | $1,041,957,007 | 62,811 | 2.6% | $420.6 | 13F |
| AMD | ADVANCED MICRO DEVICES INC | 1.18% | 1,444,194 | $838,946,737 | 118,600 | 8.95% | $580.91 | 13F |
| COP | CONOCOPHILLIPS | 1% | 6,842,477 | $711,343,909 | 823,300 | 13.68% | $103.96 | 13F |
| JNJ | JOHNSON & JOHNSON | 0.91% | 2,566,595 | $651,838,132 | 103,587 | 4.21% | $253.97 | 13F |
| LRCX | LAM RESEARCH CORP | 0.72% | 1,185,720 | $513,808,048 | 27,600 | 2.38% | $433.33 | 13F |
| UNH | UNITEDHEALTH GROUP INC | 0.65% | 1,110,167 | $461,418,710 | 153,661 | 16.06% | $415.63 | 13F |
| ABBV | ABBVIE INC | 0.56% | 1,598,568 | $402,263,652 | 128,297 | 8.73% | $251.64 | 13F |
| XOM | EXXON MOBIL CORP | 0.55% | 2,876,822 | $393,319,104 | 657,900 | 29.65% | $136.72 | 13F |
| BAC | BANK OF AMER CORP | 0.52% | 6,492,673 | $369,952,508 | 93,300 | 1.46% | $56.98 | 13F |
| DVN | DEVON ENERGY CORP NEW | 0.49% | 8,448,385 | $349,087,268 | 7,607,191 | 904.33% | $41.32 | 13F |
| PRAX | PRAXIS PRECISION MEDICINES I | 0.48% | 1,015,480 | $339,972,549 | 199,741 | 24.49% | $334.79 | 13F |
| DOV | DOVER CORP | 0.39% | 1,224,468 | $274,623,683 | 502,822 | 69.68% | $224.28 | 13F |
| GEV | GE VERNOVA INC | 0.39% | 234,699 | $275,738,467 | 10,200 | 4.54% | $1174.86 | 13F |
| KLAC | KLA CORP | 0.39% | 914,840 | $276,016,376 | 819,886 | 863.46% | $301.71 | 13F |
| RTX | RTX CORPORATION | 0.38% | 1,434,057 | $272,083,635 | 21,600 | 1.53% | $189.73 | 13F |
| SNDK | SANDISK CORP | 0.37% | 115,099 | $261,704,049 | 2,900 | 2.58% | $2273.73 | 13F |
| PLTR | PALANTIR TECHNOLOGIES INC | 0.33% | 2,047,700 | $238,905,159 | 1,300 | 0.06% | $116.67 | 13F |
| JCI | JOHNSON CONTROLS INTERNATION | 0.33% | 1,631,713 | $238,409,586 | 116,037 | 7.66% | $146.11 | 13F |
| VNOM | VIPER ENERGY INC | 0.32% | 5,426,609 | $230,088,222 | 421,919 | 8.43% | $42.4 | 13F |
| GS | GOLDMAN SACHS GROUP INC | 0.31% | 216,089 | $218,545,932 | 761 | 0.35% | $1011.37 | 13F |
| ABT | ABBOTT LABORATORIES | 0.3% | 2,332,115 | $211,616,115 | 624,351 | 36.56% | $90.74 | 13F |
| WDC | WESTERN DIGITAL CORP | 0.28% | 307,437 | $196,366,161 | 13,700 | 4.66% | $638.72 | 13F |
| VRTX | VERTEX PHARMACEUTICALS INC | 0.27% | 393,964 | $195,693,738 | 141,974 | 56.34% | $496.73 | 13F |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 0.27% | 200,000 | $193,000,000 | 14,600 | 7.87% | $965 | 13F |
| ANET | ARISTA NETWORKS INC | 0.26% | 1,105,900 | $187,870,292 | 180,800 | 19.54% | $169.88 | 13F |
| AJG | GALLAGHER ARTHUR J & CO | 0.26% | 799,003 | $183,427,119 | 458,240 | 134.47% | $229.57 | 13F |
| AMGN | AMGEN INC | 0.24% | 471,833 | $170,860,166 | 129,333 | 37.76% | $362.12 | 13F |
| BBIO | BRIDGEBIO PHARMA INC | 0.24% | 2,252,000 | $167,728,960 | 1,653,000 | 275.96% | $74.48 | 13F |
| CVS | CVS HEALTH CORP | 0.24% | 1,639,209 | $169,576,171 | 42,579 | 2.67% | $103.45 | 13F |
| CRWD | CROWDSTRIKE HLDGS INC | 0.24% | 224,400 | $171,248,616 | 18,600 | 9.04% | $763.14 | 13F |
| UAL | UNITED AIRLS HLDGS INC | 0.23% | 1,198,242 | $162,948,930 | 983,533 | 458.08% | $135.99 | 13F |
| ADI | ANALOG DEVICES INC | 0.22% | 399,037 | $158,485,525 | 71,300 | 21.76% | $397.17 | 13F |
| C | CITIGROUP INC | 0.22% | 1,136,086 | $159,006,597 | 240,600 | 26.87% | $139.96 | 13F |
| MTDR | MATADOR RES CO | 0.22% | 3,181,013 | $158,350,827 | 145,016 | 4.78% | $49.78 | 13F |
| XEL | XCEL ENERGY INC | 0.21% | 1,859,342 | $149,305,163 | 285,400 | 18.13% | $80.3 | 13F |
| ASML | ASML HLDG NV | 0.21% | 75,000 | $149,208,000 | 20,000 | 36.36% | $1989.44 | 13F |
| AR | ANTERO RESOURCES CORP | 0.2% | 4,063,110 | $142,777,685 | 445,000 | 12.3% | $35.14 | 13F |
| GLW | CORNING INC | 0.2% | 558,421 | $142,637,476 | 84,000 | 17.71% | $255.43 | 13F |
| TJX | TJX COS INC NEW | 0.2% | 922,248 | $139,720,572 | 6,400 | 0.7% | $151.5 | 13F |
| MMM | 3M CO | 0.2% | 863,485 | $139,806,856 | 583,516 | 208.42% | $161.91 | 13F |
| TRV | TRAVELERS COMPANIES INC | 0.2% | 428,104 | $141,325,692 | 92,800 | 27.68% | $330.12 | 13F |
| TVTX | TRAVERE THERAPEUTICS INC | 0.2% | 2,569,356 | $145,965,114 | 1,592,356 | 162.98% | $56.81 | 13F |
| AEP | AMERICAN ELEC PWR CO INC | 0.19% | 1,002,906 | $137,207,570 | 273,400 | 37.48% | $136.81 | 13F |
| GILD | GILEAD SCIENCES INC | 0.19% | 1,071,977 | $135,433,574 | 155,464 | 16.96% | $126.34 | 13F |
| MPWR | MONOLITHIC PWR SYS INC | 0.19% | 96,352 | $133,193,151 | 22,700 | 30.82% | $1382.36 | 13F |
| COHR | COHERENT CORP | 0.18% | 319,400 | $125,993,718 | 71,400 | 28.79% | $394.47 | 13F |
| AON | AON PLC | 0.18% | 380,369 | $126,164,594 | 158,200 | 71.21% | $331.69 | 13F |
| TT | TRANE TECHNOLOGIES PLC | 0.18% | 257,612 | $126,528,710 | 17,377 | 7.23% | $491.16 | 13F |
| AXP | AMERICAN EXPRESS CO | 0.17% | 358,688 | $121,326,216 | 32,400 | 9.93% | $338.25 | 13F |
| BKNG | BOOKING HOLDINGS INC | 0.17% | 660,600 | $117,745,344 | 633,700 | 2355.76% | $178.24 | 13F |
| CMI | CUMMINS INC | 0.17% | 172,966 | $123,361,081 | 49,200 | 39.75% | $713.21 | 13F |
| DE | DEERE & CO | 0.17% | 193,664 | $122,846,885 | 31,100 | 19.13% | $634.33 | 13F |
| VTR | VENTAS INC | 0.17% | 1,363,300 | $121,061,040 | 17,800 | 1.32% | $88.8 | 13F |
| BLK | BLACKROCK INC | 0.16% | 120,680 | $116,041,061 | 9,716 | 8.76% | $961.56 | 13F |
| CVE | CENOVUS ENERGY INC | 0.16% | 4,658,262 | $115,571,480 | 80,000 | 1.75% | $24.81 | 13F |
| NRG | NRG ENERGY INC | 0.16% | 794,552 | $116,052,265 | 354,300 | 80.48% | $146.06 | 13F |
| VRT | VERTIV HOLDINGS CO | 0.16% | 342,300 | $114,608,886 | 49,600 | 16.95% | $334.82 | 13F |
| COF | CAPITAL ONE FINL CORP | 0.15% | 549,528 | $110,246,307 | 68,500 | 14.24% | $200.62 | 13F |
| JBTM | JBT MAREL CORPORATION | 0.15% | 742,219 | $107,621,755 | 188,795 | 34.11% | $145 | 13F |
| PNW | PINNACLE WEST CAP CORP | 0.15% | 1,020,983 | $109,245,181 | 674,200 | 194.42% | $107 | 13F |
| BMY | BRISTOL-MYERS SQUIBB CO | 0.14% | 1,716,000 | $98,875,920 | 249,329 | 17% | $57.62 | 13F |
| DELL | DELL TECHNOLOGIES INC | 0.14% | 232,800 | $100,443,888 | 21,600 | 10.23% | $431.46 | 13F |
| GD | GENERAL DYNAMICS CORP | 0.14% | 285,248 | $101,046,252 | 38,207 | 15.47% | $354.24 | 13F |
| KDP | KEURIG DR PEPPER INC | 0.14% | 2,972,600 | $97,293,198 | 1,755,500 | 144.24% | $32.73 | 13F |
| TEL | TE CONNECTIVITY PLC | 0.14% | 510,144 | $102,850,132 | 97,300 | 23.57% | $201.61 | 13F |
| HWM | HOWMET AEROSPACE INC | 0.13% | 356,600 | $95,875,476 | 77,291 | 27.67% | $268.86 | 13F |
| IEX | IDEX CORP | 0.13% | 393,913 | $89,398,555 | 327,127 | 489.81% | $226.95 | 13F |
| JBL | JABIL INC | 0.13% | 231,438 | $89,214,720 | 25,547 | 12.41% | $385.48 | 13F |
| LBRDK | LIBERTY BROADBAND CORP | 0.13% | 2,835,384 | $94,304,872 | 401,717 | 16.51% | $33.26 | 13F |
| ORLY | OREILLY AUTOMOTIVE INC | 0.13% | 1,013,600 | $93,342,424 | 367,400 | 56.86% | $92.09 | 13F |
| PCG | PG&E CORP | 0.13% | 5,437,700 | $91,462,114 | 1,320,700 | 32.08% | $16.82 | 13F |
| PFE | PFIZER INC | 0.13% | 3,801,302 | $91,535,352 | 3,203,088 | 535.44% | $24.08 | 13F |
| PLD | PROLOGIS INC. | 0.13% | 660,929 | $89,536,052 | 32,599 | 5.19% | $135.47 | 13F |
| PWR | QUANTA SVCS INC | 0.13% | 131,791 | $94,894,792 | 5,200 | 4.11% | $720.04 | 13F |
| SRRK | SCHOLAR ROCK HLDG CORP | 0.13% | 1,731,402 | $95,227,110 | 1,031,402 | 147.34% | $55 | 13F |
| VLTO | VERALTO CORP | 0.13% | 1,005,857 | $89,199,399 | 784,290 | 353.97% | $88.68 | 13F |
| BWA | BORGWARNER INC | 0.12% | 1,275,000 | $84,660,000 | 775,000 | 155% | $66.4 | 13F |
| CDNS | CADENCE DESIGN SYSTEM INC | 0.12% | 235,800 | $88,500,456 | 2,000 | 0.86% | $375.32 | 13F |
| EXE | EXPAND ENERGY CORPORATION | 0.12% | 933,200 | $85,098,508 | 224,800 | 31.73% | $91.19 | 13F |
| DHR | DANAHER CORP DEL | 0.12% | 452,595 | $86,210,296 | 76,568 | 20.36% | $190.48 | 13F |
| DLR | DIGITAL RLTY TR INC | 0.12% | 479,400 | $86,090,652 | 20,100 | 4.38% | $179.58 | 13F |
| HLT | HILTON WORLDWIDE HLDGS INC | 0.12% | 255,900 | $84,564,714 | 250,000 | 4237.29% | $330.46 | 13F |
| NEM | NEWMONT CORP | 0.12% | 951,500 | $88,870,100 | 113,900 | 13.6% | $93.4 | 13F |
| SBUX | STARBUCKS CORP | 0.12% | 822,709 | $84,072,633 | 22,100 | 2.76% | $102.19 | 13F |
| USB | US BANCORP | 0.12% | 1,383,400 | $83,557,360 | 149,097 | 12.08% | $60.4 | 13F |
| SPOT | SPOTIFY TECHNOLOGY S A | 0.12% | 179,000 | $82,184,270 | 159,000 | 795% | $459.13 | 13F |
| AEE | AMEREN CORP | 0.11% | 668,690 | $75,588,718 | 291,100 | 77.09% | $113.04 | 13F |
| AMT | AMERICAN TOWER CORP | 0.11% | 485,205 | $79,364,982 | 65,800 | 15.69% | $163.57 | 13F |
| CBRE | CBRE GROUP INC | 0.11% | 607,781 | $81,862,023 | 207,481 | 51.83% | $134.69 | 13F |
| FTNT | FORTINET INC | 0.11% | 504,990 | $77,576,564 | 28,700 | 6.03% | $153.62 | 13F |
| FCX | FREEPORT MCMORAN INC | 0.11% | 1,281,200 | $80,574,668 | 243,700 | 23.49% | $62.89 | 13F |
| GPOR | GULFPORT ENERGY CORP | 0.11% | 470,059 | $79,769,012 | 10,000 | 2.17% | $169.7 | 13F |
| LPLA | LPL FINL HLDGS INC | 0.11% | 289,000 | $81,405,520 | 225,000 | 351.56% | $281.68 | 13F |
| XIFR | XPLR INFRASTRUCTURE LP | 0.11% | 6,380,000 | $75,347,800 | 1,880,000 | 41.78% | $11.81 | 13F |
| SNPS | SYNOPSYS INC | 0.11% | 170,761 | $76,171,359 | 7,077 | 4.32% | $446.07 | 13F |
| EYPT | EYEPOINT INC | 0.1% | 4,827,792 | $69,037,426 | 1,527,792 | 46.3% | $14.3 | 13F |
| RPM | RPM INTL INC | 0.1% | 653,000 | $72,580,950 | 333,000 | 104.06% | $111.15 | 13F |
| SION | SIONNA THERAPEUTICS INC | 0.1% | 1,600,000 | $70,384,000 | 1,450,000 | 966.67% | $43.99 | 13F |
| AIG | AMERICAN INTL GROUP INC | 0.09% | 862,538 | $64,284,957 | 761,900 | 757.07% | $74.53 | 13F |
| ELV | ELEVANCE HEALTH INC FORMERLY | 0.09% | 170,687 | $66,009,784 | 65,030 | 61.55% | $386.73 | 13F |
| CIEN | CIENA CORP | 0.09% | 126,000 | $61,810,560 | 9,800 | 8.43% | $490.56 | 13F |
| FIX | COMFORT SYS USA INC | 0.09% | 31,300 | $62,035,035 | 2,716 | 9.5% | $1981.95 | 13F |
| EW | EDWARDS LIFESCIENCES CORP | 0.09% | 716,030 | $64,772,074 | 214,164 | 42.67% | $90.46 | 13F |
| FDX | FEDEX CORP | 0.09% | 195,604 | $61,249,481 | 15,800 | 8.79% | $313.13 | 13F |
| KKR | KKR & CO INC | 0.09% | 731,300 | $67,118,714 | 116,300 | 18.91% | $91.78 | 13F |
| NEE | NEXTERA ENERGY INC | 0.09% | 724,813 | $63,616,837 | 240,100 | 49.53% | $87.77 | 13F |
| POOL | POOL CORP | 0.09% | 300,576 | $64,593,782 | 251,376 | 510.93% | $214.9 | 13F |
| RSG | REPUBLIC SVCS INC | 0.09% | 310,491 | $66,159,422 | 157,175 | 102.52% | $213.08 | 13F |
| SLB | SLB LIMITED | 0.09% | 1,422,467 | $66,130,491 | 67,900 | 5.01% | $46.49 | 13F |
| TOL | TOLL BROTHERS INC | 0.09% | 390,000 | $64,252,500 | 60,000 | 18.18% | $164.75 | 13F |
| UPS | UNITED PARCEL SVCS INC | 0.09% | 605,400 | $65,080,500 | 13,400 | 2.26% | $107.5 | 13F |
| URI | UNITED RENTALS INC | 0.09% | 53,888 | $61,049,176 | 49,267 | 1066.15% | $1132.89 | 13F |
| VLO | VALERO ENERGY CORP | 0.09% | 249,600 | $65,005,824 | 1,400 | 0.56% | $260.44 | 13F |
| NXPI | NXP SEMICONDUCTORS N V | 0.09% | 225,008 | $63,233,998 | 14,500 | 6.89% | $281.03 | 13F |
| APD | AIR PRODUCTS AND CHEMICALS I | 0.08% | 190,440 | $55,833,199 | 6,000 | 3.25% | $293.18 | 13F |
| AZO | AUTOZONE INC | 0.08% | 18,349 | $58,642,303 | 2,034 | 12.47% | $3195.94 | 13F |
| CAH | CARDINAL HEALTH INC | 0.08% | 235,892 | $56,038,504 | 13,092 | 5.88% | $237.56 | 13F |
| DLTR | DOLLAR TREE INC | 0.08% | 499,438 | $60,407,026 | 394,400 | 375.48% | $120.95 | 13F |
| HESM | HESS MIDSTREAM LP | 0.08% | 1,610,000 | $60,536,000 | 535,000 | 49.77% | $37.6 | 13F |
| KEYS | KEYSIGHT TECHNOLOGIES INC | 0.08% | 152,835 | $53,502,948 | 14,200 | 10.24% | $350.07 | 13F |
| LITE | LUMENTUM HLDGS INC | 0.08% | 65,300 | $56,031,318 | 62,597 | 2315.83% | $858.06 | 13F |
| NPB | NORTHPOINTE BANCSHARES INC. | 0.08% | 2,840,757 | $54,485,719 | 239,254 | 9.2% | $19.18 | 13F |
| PEN | PENUMBRA INC | 0.08% | 176,720 | $55,799,340 | 41,720 | 30.9% | $315.75 | 13F |
| RRX | REGAL REXNORD CORPORATION | 0.08% | 248,433 | $59,174,256 | 48,909 | 24.51% | $238.19 | 13F |
| STTK | SHATTUCK LABS INC | 0.08% | 8,122,179 | $56,367,922 | 3,477,222 | 74.86% | $6.94 | 13F |
| STEP | STEPSTONE GROUP INC | 0.08% | 1,391,217 | $57,540,735 | 67,974 | 5.14% | $41.36 | 13F |
| WAT | WATERS CORP | 0.08% | 144,556 | $54,214,282 | 56,700 | 64.54% | $375.04 | 13F |
| YUM | YUM BRANDS INC | 0.08% | 377,602 | $60,363,456 | 128,900 | 51.83% | $159.86 | 13F |
| AXS | AXIS CAP HLDGS LTD | 0.08% | 541,000 | $58,125,040 | 171,000 | 46.22% | $107.44 | 13F |
| MGTX | MEIRAGTX HLDGS PLC | 0.08% | 4,400,000 | $59,444,000 | 400,000 | 10% | $13.51 | 13F |
| ABNB | AIRBNB INC | 0.07% | 342,500 | $49,011,750 | 212,000 | 162.45% | $143.1 | 13F |
| BKR | BAKER HUGHES COMPANY | 0.07% | 844,202 | $46,853,211 | 208,900 | 32.88% | $55.5 | 13F |
| GM | GENERAL MTRS CO | 0.07% | 628,586 | $48,451,409 | 68,800 | 12.29% | $77.08 | 13F |
| HLNE | HAMILTON LANE INC | 0.07% | 613,935 | $48,396,496 | 427,095 | 228.59% | $78.83 | 13F |
| HPE | HEWLETT PACKARD ENTERPRISE C | 0.07% | 1,097,536 | $49,509,849 | 57,100 | 5.49% | $45.11 | 13F |
| PCAR | PACCAR INC | 0.07% | 419,098 | $50,342,052 | 221,148 | 111.72% | $120.12 | 13F |
| PWP | PERELLA WEINBERG PARTNERS | 0.07% | 3,311,618 | $52,853,423 | 699,760 | 26.79% | $15.96 | 13F |
| SPG | SIMON PPTY GROUP INC NEW | 0.07% | 219,063 | $48,993,440 | 67,700 | 44.73% | $223.65 | 13F |
| EQH | EQUITABLE HLDGS INC | 0.07% | 1,150,000 | $50,462,000 | 850,000 | 283.33% | $43.88 | 13F |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | 0.07% | 1,580,000 | $52,756,200 | 1,100,000 | 229.17% | $33.39 | 13F |
| PCVX | VAXCYTE INC | 0.07% | 880,000 | $51,154,400 | 530,000 | 151.43% | $58.13 | 13F |
| ETOR | ETORO GROUP LTD | 0.07% | 1,314,655 | $51,889,433 | 57,936 | 4.61% | $39.47 | 13F |
| ALL | ALLSTATE CORP | 0.06% | 187,419 | $44,594,477 | 21,500 | 12.96% | $237.94 | 13F |
| ANRO | ALTO NEUROSCIENCE INC | 0.06% | 1,600,000 | $42,224,000 | 1,215,000 | 315.58% | $26.39 | 13F |
| AXON | AXON ENTERPRISE INC | 0.06% | 71,800 | $40,251,798 | 1,100 | 1.56% | $560.61 | 13F |
| CVNA | CARVANA CO | 0.06% | 638,400 | $42,019,488 | 527,700 | 476.69% | $65.82 | 13F |
| DRI | DARDEN RESTAURANTS INC | 0.06% | 197,104 | $40,605,395 | 94,000 | 91.17% | $206.01 | 13F |
| FOX | FOX CORP | 0.06% | 948,965 | $44,449,521 | 47,700 | 5.29% | $46.84 | 13F |
| AHR | AMERICAN HEALTHCARE REIT INC | 0.06% | 810,000 | $42,241,500 | 410,000 | 102.5% | $52.15 | 13F |
| HAL | HALLIBURTON CO | 0.06% | 1,244,540 | $42,252,133 | 414,200 | 49.88% | $33.95 | 13F |
| LLYVK | LIBERTY LIVE HOLDINGS INC | 0.06% | 428,324 | $45,248,147 | 24,717 | 6.12% | $105.64 | 13F |
| L | LOEWS CORP | 0.06% | 395,400 | $44,763,234 | 244,700 | 162.38% | $113.21 | 13F |
| MCHP | MICROCHIP TECHNOLOGY INC. | 0.06% | 482,300 | $43,985,760 | 132,515 | 37.88% | $91.2 | 13F |
| THC | TENET HEALTHCARE CORP | 0.06% | 238,848 | $44,683,684 | 146,475 | 158.57% | $187.08 | 13F |
| OLED | UNIVERSAL DISPLAY CORP | 0.06% | 459,626 | $39,799,015 | 269,500 | 141.75% | $86.59 | 13F |
| KLAR | KLARNA GROUP PLC | 0.06% | 1,972,836 | $39,930,201 | 131,295 | 7.13% | $20.24 | 13F |
| CTRE | CARETRUST REIT INC | 0.05% | 960,000 | $38,736,000 | 240,000 | 33.33% | $40.35 | 13F |
| CARR | CARRIER GLOBAL CORPORATION | 0.05% | 495,842 | $36,370,011 | 13,242 | 2.74% | $73.35 | 13F |
| CMC | COMMERCIAL METALS CO | 0.05% | 543,527 | $34,106,319 | 293,527 | 117.41% | $62.75 | 13F |
| ELAN | ELANCO ANIMAL HEALTH INC | 0.05% | 1,456,569 | $35,846,163 | 12,881 | 0.89% | $24.61 | 13F |
| HAS | HASBRO INC | 0.05% | 452,772 | $37,394,439 | 83,800 | 22.71% | $82.59 | 13F |
| IDXX | IDEXX LABS INC | 0.05% | 70,301 | $37,009,258 | 2,000 | 2.93% | $526.44 | 13F |
| JCAP | JEFFERSON CAPITAL INC | 0.05% | 1,857,858 | $36,172,495 | 95,059 | 5.39% | $19.47 | 13F |
| ORKA | ORUKA THERAPEUTICS INC | 0.05% | 355,003 | $33,785,636 | 164,973 | 86.81% | $95.17 | 13F |
| RKT | ROCKET COS INC | 0.05% | 2,425,000 | $38,193,750 | 1,450,100 | 148.74% | $15.75 | 13F |
| VMC | VULCAN MATLS CO | 0.05% | 130,508 | $38,501,165 | 106,200 | 436.89% | $295.01 | 13F |
| WPM | WHEATON PRECIOUS METALS CORP | 0.05% | 345,000 | $38,750,400 | 145,000 | 72.5% | $112.32 | 13F |
| WSM | WILLIAMS SONOMA INC | 0.05% | 146,900 | $34,242,390 | 78,400 | 114.45% | $233.1 | 13F |
| AVTX | AVALO THERAPEUTICS INC | 0.04% | 1,729,000 | $31,951,920 | 875,000 | 102.46% | $18.48 | 13F |
| AVY | AVERY DENNISON CORP | 0.04% | 193,200 | $31,366,020 | 124,200 | 180% | $162.35 | 13F |
| TECH | BIO-TECHNE CORP | 0.04% | 389,500 | $27,518,175 | 321,900 | 476.18% | $70.65 | 13F |
| CABA | CABALETTA BIO INC | 0.04% | 9,174,758 | $28,533,497 | 345,000 | 3.91% | $3.11 | 13F |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | 0.04% | 747,350 | $28,944,866 | 93,900 | 14.37% | $38.73 | 13F |
| DHI | D R HORTON INC | 0.04% | 195,075 | $31,773,816 | 38,700 | 24.75% | $162.88 | 13F |
| DBRG | DIGITALBRIDGE GROUP INC | 0.04% | 1,750,000 | $27,615,000 | 650,000 | 59.09% | $15.78 | 13F |
| WTRG | ESSENTIAL UTILS INC | 0.04% | 661,098 | $25,326,664 | 93,299 | 16.43% | $38.31 | 13F |
| EXR | EXTRA SPACE STORAGE INC | 0.04% | 188,300 | $27,359,990 | 118,200 | 168.62% | $145.3 | 13F |
| JAN | JANUS LIVING INC | 0.04% | 1,100,000 | $31,614,000 | 450,000 | 69.23% | $28.74 | 13F |
| KR | KROGER CO | 0.04% | 505,500 | $28,070,415 | 258,900 | 104.99% | $55.53 | 13F |
| MTD | METTLER TOLEDO INTERNATIONAL | 0.04% | 21,776 | $27,819,058 | 14,852 | 214.5% | $1277.51 | 13F |
| NTRS | NORTHERN TR CORP | 0.04% | 164,900 | $28,666,216 | 53,000 | 47.36% | $173.84 | 13F |
| TPR | TAPESTRY INC | 0.04% | 180,100 | $26,363,038 | 50,700 | 39.18% | $146.38 | 13F |
| UDR | UDR INC | 0.04% | 663,973 | $26,505,802 | 145,200 | 27.99% | $39.92 | 13F |
| FDMT | 4D MOLECULAR THERAPEUTICS IN | 0.04% | 2,249,203 | $29,914,400 | 644,047 | 40.12% | $13.3 | 13F |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | 0.04% | 80,057 | $30,451,281 | 10,000 | 14.27% | $380.37 | 13F |
| PYPL | PAYPAL HLDGS INC | 0.04% | 671,175 | $28,981,337 | 6,400 | 0.96% | $43.18 | 13F |
| SABS | SAB BIOTHERAPEUTICS INC | 0.04% | 6,405,553 | $24,981,657 | 3,000,000 | 88.09% | $3.9 | 13F |
| SBRA | SABRA HEALTH CARE REIT INC | 0.04% | 1,300,000 | $25,363,000 | 150,000 | 13.04% | $19.51 | 13F |
| IOT | SAMSARA INC | 0.04% | 777,777 | $25,223,308 | 202,777 | 35.27% | $32.43 | 13F |
| TGT | TARGET CORP | 0.04% | 237,779 | $31,056,315 | 160,100 | 206.1% | $130.61 | 13F |
| ACRS | ACLARIS THERAPEUTICS INC | 0.03% | 4,071,000 | $21,535,590 | 200,000 | 5.17% | $5.29 | 13F |
| ALSN | ALLISON TRANSMISSION HLDGS I | 0.03% | 215,000 | $24,239,100 | 135,000 | 168.75% | $112.74 | 13F |
| AVB | AVALONBAY CMNTYS INC | 0.03% | 123,782 | $23,356,426 | 36,414 | 41.68% | $188.69 | 13F |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | 0.03% | 345,000 | $24,060,300 | 305,270 | 768.36% | $69.74 | 13F |
| CMS | CMS ENERGY CORP | 0.03% | 275,361 | $21,065,117 | 266,900 | 3154.47% | $76.5 | 13F |
| CPRT | COPART INC | 0.03% | 789,900 | $22,267,281 | 742,100 | 1552.51% | $28.19 | 13F |
| HELP | CYBIN INC | 0.03% | 3,060,000 | $20,226,600 | 2,360,000 | 337.14% | $6.61 | 13F |
| DSGX | DESCARTES SYS GROUP INC | 0.03% | 280,000 | $19,387,200 | 260,000 | 1300% | $69.24 | 13F |
| DNTH | DIANTHUS THERAPEUTICS INC | 0.03% | 185,000 | $18,033,800 | 25,000 | 15.63% | $97.48 | 13F |
| ECHO | ECHOSTAR CORP | 0.03% | 196,500 | $19,944,750 | 76,400 | 63.61% | $101.5 | 13F |
| EIX | EDISON INTL | 0.03% | 328,904 | $24,486,903 | 12,200 | 3.85% | $74.45 | 13F |
| EXPE | EXPEDIA GROUP INC | 0.03% | 82,000 | $20,982,160 | 35,200 | 75.21% | $255.88 | 13F |
| FR | FIRST INDL RLTY TR INC | 0.03% | 309,926 | $19,001,563 | 264,926 | 588.72% | $61.31 | 13F |
| HSY | HERSHEY CO | 0.03% | 132,085 | $23,174,313 | 28,300 | 27.27% | $175.45 | 13F |
| IP | INTERNATIONAL PAPER CO | 0.03% | 471,892 | $17,979,085 | 151,200 | 47.15% | $38.1 | 13F |
| KRNY | KEARNY FINL CORP MD | 0.03% | 2,233,683 | $21,130,641 | 57,686 | 2.65% | $9.46 | 13F |
| NTR | NUTRIEN LTD | 0.03% | 380,000 | $23,921,000 | 160,000 | 72.73% | $62.95 | 13F |
| PHM | PULTE GROUP INC | 0.03% | 169,800 | $23,298,258 | 57,700 | 51.47% | $137.21 | 13F |
| SKY | CHAMPION HOMES INC | 0.03% | 250,000 | $22,030,000 | 79,413 | 46.55% | $88.12 | 13F |
| GL | GLOBE LIFE INC | 0.03% | 139,200 | $24,872,256 | 68,200 | 96.06% | $178.68 | 13F |
| SSB | SOUTHSTATE BK CORP | 0.03% | 215,299 | $21,508,370 | 21,499 | 11.09% | $99.9 | 13F |
| TCBX | THIRD COAST BANCSHARES INC | 0.03% | 527,875 | $21,326,150 | 32,962 | 6.66% | $40.4 | 13F |
| TRMB | TRIMBLE INC | 0.03% | 457,722 | $23,426,212 | 245,500 | 115.68% | $51.18 | 13F |
| VRSK | VERISK ANALYTICS INC | 0.03% | 116,800 | $20,969,104 | 32,400 | 38.39% | $179.53 | 13F |
| VIA | VIA TRANSN INC | 0.03% | 1,010,101 | $18,323,232 | 183,678 | 22.23% | $18.14 | 13F |
| ACAD | ACADIA PHARMACEUTICALS INC | 0.02% | 510,000 | $12,903,000 | 500,000 | 5000% | $25.3 | 13F |
| LNT | ALLIANT ENERGY CORP | 0.02% | 230,208 | $17,562,568 | 203,900 | 775.05% | $76.29 | 13F |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | 0.02% | 466,000 | $12,218,520 | 100,000 | 27.32% | $26.22 | 13F |
| AVBH | AVIDBANK HLDGS INC | 0.02% | 493,139 | $16,288,381 | 41,104 | 9.09% | $33.03 | 13F |
| BR | BROADRIDGE FINL SOLUTIONS IN | 0.02% | 92,100 | $12,613,095 | 9,900 | 12.04% | $136.95 | 13F |
| CDW | CDW CORP | 0.02% | 78,900 | $11,096,496 | 7,700 | 10.81% | $140.64 | 13F |
| CE | CELANESE CORP DEL | 0.02% | 315,000 | $14,490,000 | 207,000 | 191.67% | $46 | 13F |
| CNC | CENTENE CORP DEL | 0.02% | 198,114 | $12,716,938 | 108,075 | 120.03% | $64.19 | 13F |
| CBLL | CERIBELL INC | 0.02% | 900,000 | $17,505,000 | 143,249 | 18.93% | $19.45 | 13F |
| CBU | COMMUNITY FINANCIAL SYSTEM I | 0.02% | 236,766 | $15,891,734 | 160,000 | 208.43% | $67.12 | 13F |
| STZ | CONSTELLATION BRANDS INC | 0.02% | 109,267 | $15,197,947 | 84,000 | 332.45% | $139.09 | 13F |
| COO | COOPER COS INC | 0.02% | 173,860 | $12,467,501 | 149,000 | 599.36% | $71.71 | 13F |
| FAST | FASTENAL CO | 0.02% | 351,392 | $16,877,358 | 184,600 | 110.68% | $48.03 | 13F |
| FIS | FIDELITY NATL INFORMATION SV | 0.02% | 428,978 | $16,678,665 | 30,200 | 7.57% | $38.88 | 13F |
| HBT | HBT FINL INC. | 0.02% | 473,202 | $15,137,732 | 27,422 | 6.15% | $31.99 | 13F |
| HPQ | HP INC | 0.02% | 490,136 | $10,753,584 | 71,100 | 16.97% | $21.94 | 13F |
| JBHT | HUNT J B TRANS SVCS INC | 0.02% | 46,107 | $13,344,749 | 4,700 | 11.35% | $289.43 | 13F |
| HII | HUNTINGTON INGALLS INDS INC | 0.02% | 40,107 | $11,225,548 | 100 | 0.25% | $279.89 | 13F |
| INDB | INDEPENDENT BK CORP MASS | 0.02% | 160,624 | $13,447,441 | 28,806 | 21.85% | $83.72 | 13F |
| IONS | IONIS PHARMACEUTICALS INC | 0.02% | 150,000 | $11,893,500 | 100,000 | 200% | $79.29 | 13F |
| IQV | IQVIA HLDGS INC | 0.02% | 73,096 | $14,123,609 | 15,244 | 26.35% | $193.22 | 13F |
| J | JACOBS SOLUTIONS INC | 0.02% | 105,227 | $13,258,602 | 400 | 0.38% | $126 | 13F |
| KMB | KIMBERLY-CLARK CORP | 0.02% | 150,645 | $16,536,302 | 44,045 | 41.32% | $109.77 | 13F |
| LADR | LADDER CAP CORP | 0.02% | 1,750,000 | $17,412,500 | 650,000 | 59.09% | $9.95 | 13F |
| LDOS | LEIDOS HOLDINGS INC | 0.02% | 124,984 | $12,869,602 | 10,884 | 9.54% | $102.97 | 13F |
| MGM | MGM RESORTS INTERNATIONAL | 0.02% | 272,867 | $13,045,771 | 101,667 | 59.38% | $47.81 | 13F |
| MKC | MCCORMICK & CO INC | 0.02% | 226,330 | $11,411,559 | 100 | 0.04% | $50.42 | 13F |
| GLUE | MONTE ROSA THERAPEUTICS INC | 0.02% | 450,000 | $10,890,000 | 200,000 | 80% | $24.2 | 13F |
| GEN | GEN DIGITAL INC | 0.02% | 491,217 | $12,226,391 | 199,500 | 68.39% | $24.89 | 13F |
| ORIC | ORIC PHARMACEUTICALS INC | 0.02% | 1,051,903 | $11,392,109 | 707,588 | 205.51% | $10.83 | 13F |
| PGC | PEAPACK-GLADSTONE FINL CORP | 0.02% | 259,220 | $12,268,883 | 220,120 | 562.97% | $47.33 | 13F |
| RF | REGIONS FINANCIAL CORP NEW | 0.02% | 460,500 | $13,907,100 | 446,100 | 3097.92% | $30.2 | 13F |
