| AMZN | AMAZON COM INC | 7.53% | 14,012,902 | $3,339,835,063 | 823,502 | 6.24% | $238.34 | 13F |
| MSFT | MICROSOFT CORP | 3.6% | 4,277,000 | $1,595,406,540 | 3,159,000 | 282.56% | $373.02 | 13F |
| TSLA | TESLA INC | 3.37% | 3,555,000 | $1,495,233,000 | | No Change | $420.6 | 13F |
| NVDA | NVIDIA CORPORATION | 2.74% | 6,083,601 | $1,217,267,724 | -3,319,232 | -35.3% | $200.09 | 13F |
| GE | GE AEROSPACE | 1.67% | 1,980,168 | $740,048,187 | 457,863 | 30.08% | $373.73 | 13F |
| AMD | ADVANCED MICRO DEVICES INC | 1.56% | 1,193,476 | $693,302,143 | 1,003,476 | 528.15% | $580.91 | 13F |
| DHR | DANAHER CORP DEL | 1.54% | 3,592,798 | $684,356,163 | -446,306 | -11.05% | $190.48 | 13F |
| V | VISA INC | 1.51% | 1,948,740 | $668,593,207 | -222,656 | -10.25% | $343.09 | 13F |
| SHW | SHERWIN WILLIAMS CO | 1.38% | 1,783,097 | $613,955,959 | 532,624 | 42.59% | $344.32 | 13F |
| PH | PARKER-HANNIFIN CORP | 1.16% | 527,714 | $516,167,618 | 64,315 | 13.88% | $978.12 | 13F |
| XOM | EXXON MOBIL CORP | 1.12% | 3,632,979 | $496,700,889 | -653,496 | -15.25% | $136.72 | 13F |
| SOXX | ISHARES TR | 1.1% | 760,000 | $486,977,600 | 760,000 | New | $640.76 | 13F |
| AZN | ASTRAZENECA PLC | 1.04% | 2,429,349 | $460,653,157 | -233,538 | -8.77% | $189.62 | 13F |
| CSX | CSX CORP | 1.03% | 9,641,428 | $458,257,073 | 4,652,020 | 93.24% | $47.53 | 13F |
| MMM | 3M CO | 1% | 2,736,218 | $443,021,056 | 2,286,910 | 508.98% | $161.91 | 13F |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 1% | 460,184 | $444,077,560 | -627,433 | -57.69% | $965 | 13F |
| GILD | GILEAD SCIENCES INC | 0.92% | 3,216,892 | $406,422,135 | 605,066 | 23.17% | $126.34 | 13F |
| HLT | HILTON WORLDWIDE HLDGS INC | 0.91% | 1,227,722 | $405,713,012 | -332,604 | -21.32% | $330.46 | 13F |
| STLD | STEEL DYNAMICS INC | 0.85% | 1,648,753 | $378,322,863 | -640,195 | -27.97% | $229.46 | 13F |
| CVX | CHEVRON CORPORATION | 0.79% | 2,125,327 | $352,294,204 | 1,481,714 | 230.22% | $165.76 | 13F |
| NBIS | NEBIUS GROUP N.V. | 0.75% | 1,203,154 | $332,275,040 | 1,203,154 | New | $276.17 | 13F |
| URI | UNITED RENTALS INC | 0.74% | 291,394 | $330,117,349 | 129,512 | 80% | $1132.89 | 13F |
| PLTR | PALANTIR TECHNOLOGIES INC | 0.72% | 2,734,000 | $318,975,780 | -677,000 | -19.85% | $116.67 | 13F |
| WAT | WATERS CORP | 0.72% | 847,774 | $317,949,161 | -69,292 | -7.56% | $375.04 | 13F |
| CVS | CVS HEALTH CORP | 0.7% | 3,001,684 | $310,524,210 | -1,478,441 | -33% | $103.45 | 13F |
| KLAC | KLA CORP | 0.7% | 1,030,000 | $310,761,300 | 1,030,000 | New | $301.71 | 13F |
| ISRG | INTUITIVE SURGICAL INC | 0.7% | 781,465 | $310,773,001 | -258,720 | -24.87% | $397.68 | 13F |
| GOOGL | ALPHABET INC | 0.69% | 856,143 | $305,959,824 | -194,801 | -18.54% | $357.37 | 13F |
| FERG | FERGUSON ENTERPRISES INC | 0.69% | 1,298,505 | $308,174,192 | 324,627 | 33.33% | $237.33 | 13F |
| TGT | TARGET CORP | 0.69% | 2,337,852 | $305,346,850 | 2,114,801 | 948.12% | $130.61 | 13F |
| LMT | LOCKHEED MARTIN CORP | 0.65% | 570,452 | $290,622,476 | 207,368 | 57.11% | $509.46 | 13F |
| ROK | ROCKWELL AUTOMATION INC | 0.65% | 586,073 | $290,153,021 | -201,706 | -25.6% | $495.08 | 13F |
| EW | EDWARDS LIFESCIENCES CORP | 0.64% | 3,139,285 | $283,979,721 | 2,401,186 | 325.32% | $90.46 | 13F |
| ABNB | AIRBNB INC | 0.63% | 1,951,914 | $279,318,893 | 1,160,490 | 146.63% | $143.1 | 13F |
| COF | CAPITAL ONE FINL CORP | 0.63% | 1,403,424 | $281,554,923 | 1,230,823 | 713.1% | $200.62 | 13F |
| AMAT | APPLIED MATLS INC | 0.6% | 369,894 | $267,433,362 | -330,781 | -47.21% | $723 | 13F |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 0.59% | 527,000 | $263,705,530 | | No Change | $500.39 | 13F |
| DHI | D R HORTON INC | 0.58% | 1,566,685 | $255,181,653 | 487,376 | 45.16% | $162.88 | 13F |
| RVMD | REVOLUTION MEDICINES INC | 0.57% | 1,359,269 | $254,563,898 | -1,109,375 | -44.94% | $187.28 | 13F |
| GEV | GE VERNOVA INC | 0.56% | 210,914 | $247,794,422 | -467,586 | -68.91% | $1174.86 | 13F |
| CPNG | COUPANG INC | 0.55% | 14,135,375 | $245,531,464 | -4,005,279 | -22.08% | $17.37 | 13F |
| IVV | ISHARES TR | 0.55% | 326,000 | $244,138,140 | 326,000 | New | $748.89 | 13F |
| DG | DOLLAR GEN CORP | 0.54% | 2,087,289 | $240,267,837 | 918,928 | 78.65% | $115.11 | 13F |
| FLEX | FLEX LTD | 0.53% | 1,443,212 | $233,901,369 | 1,214,529 | 531.1% | $162.07 | 13F |
| GS | GOLDMAN SACHS GROUP INC | 0.52% | 230,000 | $232,615,100 | 230,000 | New | $1011.37 | 13F |
| ABT | ABBOTT LABORATORIES | 0.51% | 2,490,670 | $226,003,396 | 1,699,754 | 214.91% | $90.74 | 13F |
| RSG | REPUBLIC SVCS INC | 0.51% | 1,063,294 | $226,566,686 | -840,368 | -44.14% | $213.08 | 13F |
| MS | MORGAN STANLEY | 0.5% | 1,052,219 | $219,955,860 | 440,802 | 72.1% | $209.04 | 13F |
| WFC | WELLS FARGO & CO | 0.5% | 2,663,586 | $220,118,747 | 2,663,586 | New | $82.64 | 13F |
| AZO | AUTOZONE INC | 0.49% | 68,382 | $218,544,769 | 6,453 | 10.42% | $3195.94 | 13F |
| PFGC | PERFORMANCE FOOD GROUP CO | 0.49% | 1,958,801 | $218,974,364 | 1,265,987 | 182.73% | $111.79 | 13F |
| TOL | TOLL BROTHERS INC | 0.49% | 1,331,245 | $219,322,614 | 271,660 | 25.64% | $164.75 | 13F |
| WELL | WELLTOWER INC | 0.49% | 958,107 | $217,461,546 | 514,342 | 115.9% | $226.97 | 13F |
| GKOS | GLAUKOS CORP | 0.48% | 1,514,931 | $211,726,757 | 131,216 | 9.48% | $139.76 | 13F |
| LLY | ELI LILLY & CO | 0.48% | 176,517 | $211,719,785 | -10,842 | -5.79% | $1199.43 | 13F |
| GE | GE AEROSPACE (Call) | 0.46% | 550,000 | $205,551,500 | 550,000 | New | $373.73 | 13F |
| SHEL | SHELL PLC | 0.46% | 2,633,066 | $204,167,938 | 2,633,066 | New | $77.54 | 13F |
| CHD | CHURCH & DWIGHT CO INC | 0.45% | 2,075,943 | $201,117,358 | 1,135,008 | 120.63% | $96.88 | 13F |
| CRS | CARPENTER TECHNOLOGY CORP | 0.44% | 314,483 | $193,985,694 | -234,402 | -42.71% | $616.84 | 13F |
| ALKS | ALKERMES PLC | 0.43% | 3,601,472 | $188,699,125 | 1,284,146 | 55.41% | $52.39 | 13F |
| EAT | BRINKER INTL INC | 0.42% | 1,106,997 | $185,975,496 | -34,036 | -2.98% | $168 | 13F |
| SNDK | SANDISK CORP | 0.42% | 82,945 | $188,594,535 | -222,825 | -72.87% | $2273.73 | 13F |
| STM | STMICROELECTRONICS N V | 0.42% | 2,495,565 | $186,892,863 | 2,468,950 | 9276.54% | $74.89 | 13F |
| XPO | XPO INC | 0.42% | 904,678 | $185,721,347 | -344,753 | -27.59% | $205.29 | 13F |
| BSX | BOSTON SCIENTIFIC CORP (Call) | 0.41% | 4,227,500 | $180,429,700 | 2,739,300 | 184.07% | $42.68 | 13F |
| MAS | MASCO CORP | 0.4% | 2,157,324 | $175,541,454 | -462,443 | -17.65% | $81.37 | 13F |
| RGEN | REPLIGEN CORP | 0.4% | 1,292,191 | $176,306,540 | 583,302 | 82.28% | $136.44 | 13F |
| UAL | UNITED AIRLS HLDGS INC | 0.4% | 1,320,123 | $179,523,527 | 1,320,123 | New | $135.99 | 13F |
| EOG | EOG RES INC | 0.39% | 1,319,829 | $171,221,416 | 788,636 | 148.47% | $129.73 | 13F |
| HUM | HUMANA INC | 0.37% | 415,489 | $165,040,541 | 415,489 | New | $397.22 | 13F |
| NVS | NOVARTIS AG | 0.37% | 1,037,332 | $162,570,671 | 1,037,332 | New | $156.72 | 13F |
| RBA | RB GLOBAL INC | 0.37% | 1,409,745 | $164,164,805 | 712,418 | 102.16% | $116.45 | 13F |
| WMT | WALMART INC | 0.36% | 1,405,000 | $159,130,300 | 1,405,000 | New | $113.26 | 13F |
| Q | QNITY ELECTRONICS INC | 0.35% | 945,505 | $154,410,422 | 220,181 | 30.36% | $163.31 | 13F |
| ROST | ROSS STORES INC | 0.35% | 735,078 | $156,461,352 | -587,725 | -44.43% | $212.85 | 13F |
| ETSY | ETSY INC | 0.34% | 2,004,438 | $150,994,315 | 2,004,438 | New | $75.33 | 13F |
| TXRH | TEXAS ROADHOUSE INC | 0.33% | 755,654 | $146,015,022 | -365,983 | -32.63% | $193.23 | 13F |
| USFD | US FOODS HLDG CORP | 0.33% | 1,418,397 | $145,031,093 | 1,418,397 | New | $102.25 | 13F |
| WMB | WILLIAMS COS INC | 0.33% | 1,963,696 | $145,981,161 | 979,281 | 99.48% | $74.34 | 13F |
| CB | CHUBB LIMITED | 0.33% | 435,164 | $148,277,781 | -238,798 | -35.43% | $340.74 | 13F |
| C | CITIGROUP INC | 0.32% | 1,024,833 | $143,435,627 | 1,024,833 | New | $139.96 | 13F |
| BUD | ANHEUSER BUSCH INBEV SA NV | 0.31% | 1,654,178 | $136,304,267 | 293,655 | 21.58% | $82.4 | 13F |
| BIDU | BAIDU INC | 0.31% | 1,190,286 | $136,037,787 | 1,026,867 | 628.36% | $114.29 | 13F |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | 0.31% | 1,748,797 | $136,178,822 | -9,928 | -0.56% | $77.87 | 13F |
| LRCX | LAM RESEARCH CORP | 0.31% | 317,652 | $137,648,141 | 226,943 | 250.19% | $433.33 | 13F |
| SNX | TD SYNNEX CORPORATION | 0.31% | 517,234 | $138,277,338 | 509,005 | 6185.5% | $267.34 | 13F |
| COST | COSTCO WHOLESALE CORPORATION | 0.3% | 142,637 | $133,432,634 | 142,637 | New | $935.47 | 13F |
| EQIX | EQUINIX INC | 0.3% | 127,210 | $132,602,432 | -133,611 | -51.23% | $1042.39 | 13F |
| LPLA | LPL FINL HLDGS INC | 0.29% | 462,479 | $130,271,085 | 44,832 | 10.73% | $281.68 | 13F |
| VIK | VIKING HOLDINGS LTD | 0.29% | 1,233,224 | $129,081,556 | -1,236,815 | -50.07% | $104.67 | 13F |
| PM | PHILIP MORRIS INTL INC | 0.28% | 697,816 | $126,241,893 | 697,816 | New | $180.91 | 13F |
| VRSN | VERISIGN INC | 0.28% | 496,573 | $124,917,904 | 407,036 | 454.6% | $251.56 | 13F |
| APD | AIR PRODUCTS AND CHEMICALS I | 0.27% | 403,069 | $118,171,769 | -707,843 | -63.72% | $293.18 | 13F |
| FOXA | FOX CORP | 0.27% | 2,311,698 | $120,578,168 | -1,557,953 | -40.26% | $52.16 | 13F |
| KR | KROGER CO | 0.27% | 2,137,790 | $118,711,479 | 39,267 | 1.87% | $55.53 | 13F |
| CART | MAPLEBEAR INC | 0.27% | 2,528,945 | $119,745,546 | -1,382,927 | -35.35% | $47.35 | 13F |
| CPT | CAMDEN PPTY TR | 0.26% | 993,727 | $113,771,804 | -424,710 | -29.94% | $114.49 | 13F |
| COIN | COINBASE GLOBAL INC | 0.26% | 804,000 | $117,536,760 | | No Change | $146.19 | 13F |
| SNOW | SNOWFLAKE INC | 0.26% | 447,022 | $113,767,099 | 274,596 | 159.25% | $254.5 | 13F |
| AR | ANTERO RESOURCES CORP | 0.25% | 3,127,214 | $109,890,300 | 2,418,797 | 341.44% | $35.14 | 13F |
| POST | POST HLDGS INC | 0.25% | 1,247,073 | $110,066,663 | -519,569 | -29.41% | $88.26 | 13F |
| TPR | TAPESTRY INC | 0.25% | 743,787 | $108,875,541 | -125,318 | -14.42% | $146.38 | 13F |
| TFX | TELEFLEX INCORPORATED | 0.25% | 886,281 | $112,344,980 | 470,946 | 113.39% | $126.76 | 13F |
| VLO | VALERO ENERGY CORP | 0.25% | 430,579 | $112,139,995 | 430,579 | New | $260.44 | 13F |
| VRT | VERTIV HOLDINGS CO | 0.25% | 325,000 | $108,816,500 | -92,651 | -22.18% | $334.82 | 13F |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | 0.25% | 404,734 | $110,067,411 | 404,734 | New | $271.95 | 13F |
| CRWD | CROWDSTRIKE HLDGS INC | 0.24% | 138,645 | $105,805,545 | 138,645 | New | $763.14 | 13F |
| DELL | DELL TECHNOLOGIES INC | 0.24% | 242,034 | $104,427,990 | 242,034 | New | $431.46 | 13F |
| EQT | EQT CORP | 0.24% | 1,996,367 | $106,146,833 | 1,996,367 | New | $53.17 | 13F |
| U | UNITY SOFTWARE INC | 0.24% | 3,719,509 | $106,303,567 | 1,142,161 | 44.32% | $28.58 | 13F |
| DDOG | DATADOG INC | 0.23% | 392,333 | $102,147,820 | 392,333 | New | $260.36 | 13F |
| DNLI | DENALI THERAPEUTICS INC | 0.23% | 3,905,225 | $100,442,387 | 709,796 | 22.21% | $25.72 | 13F |
| ELF | E L F BEAUTY INC | 0.23% | 1,356,999 | $100,417,926 | 1,356,999 | New | $74 | 13F |
| ESI | ELEMENT SOLUTIONS INC | 0.23% | 2,136,910 | $102,037,453 | 952,701 | 80.45% | $47.75 | 13F |
| HD | HOME DEPOT INC | 0.23% | 292,680 | $103,222,382 | 292,680 | New | $352.68 | 13F |
| INVH | INVITATION HOMES INC | 0.23% | 3,441,320 | $103,962,277 | 2,496,315 | 264.16% | $30.21 | 13F |
| PANW | PALO ALTO NETWORKS INC | 0.23% | 295,304 | $100,704,570 | -889,135 | -75.07% | $341.02 | 13F |
| PR | PERMIAN RESOURCES CORP | 0.23% | 5,454,329 | $100,414,197 | 4,699,833 | 622.91% | $18.41 | 13F |
| ZBH | ZIMMER BIOMET HOLDINGS INC | 0.23% | 1,177,461 | $101,367,617 | 583,756 | 98.32% | $86.09 | 13F |
| ATI | ATI INC | 0.22% | 497,600 | $98,076,960 | -599,988 | -54.66% | $197.1 | 13F |
| BLDR | BUILDERS FIRSTSOURCE INC | 0.22% | 1,066,869 | $95,463,438 | 503,988 | 89.54% | $89.48 | 13F |
| CYTK | CYTOKINETICS INC | 0.22% | 1,144,579 | $97,506,685 | 1,144,579 | New | $85.19 | 13F |
| EHC | ENCOMPASS HEALTH CORP | 0.22% | 977,634 | $98,819,245 | 827,311 | 550.36% | $101.08 | 13F |
| ON | ON SEMICONDUCTOR CORP | 0.22% | 1,010,241 | $95,508,184 | 1,010,241 | New | $94.54 | 13F |
| PDD | PDD HOLDINGS INC | 0.22% | 1,260,000 | $96,112,800 | 1,260,000 | New | $76.28 | 13F |
| SAP | SAP SE | 0.22% | 638,000 | $98,322,180 | 638,000 | New | $154.11 | 13F |
| SRRK | SCHOLAR ROCK HLDG CORP | 0.22% | 1,755,978 | $96,578,790 | -134,949 | -7.14% | $55 | 13F |
| WST | WEST PHARMACEUTICAL SVSC INC | 0.22% | 275,421 | $98,876,139 | 71,800 | 35.26% | $359 | 13F |
| DHR | DANAHER CORP DEL (Call) | 0.21% | 487,500 | $92,859,000 | 487,500 | New | $190.48 | 13F |
| IRTC | IRHYTHM HOLDINGS INC | 0.21% | 783,636 | $93,213,502 | -465,022 | -37.24% | $118.95 | 13F |
| IDXX | IDEXX LABS INC | 0.21% | 175,568 | $92,426,018 | 27,836 | 18.84% | $526.44 | 13F |
| MCO | MOODYS CORP | 0.21% | 208,079 | $94,243,141 | 147,155 | 241.54% | $452.92 | 13F |
| NU | NU HLDGS LTD | 0.21% | 7,052,718 | $94,224,312 | 1,596,944 | 29.27% | $13.36 | 13F |
| SYRE | SPYRE THERAPEUTICS INC | 0.2% | 1,015,170 | $90,126,793 | 1,015,170 | New | $88.78 | 13F |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | 0.2% | 1,106,177 | $90,164,487 | 1,106,177 | New | $81.51 | 13F |
| COHR | COHERENT CORP | 0.2% | 221,433 | $87,348,676 | -906,295 | -80.36% | $394.47 | 13F |
| GILD | GILEAD SCIENCES INC (Call) | 0.2% | 700,000 | $88,438,000 | 700,000 | New | $126.34 | 13F |
| MU | MICRON TECHNOLOGY INC | 0.2% | 77,319 | $89,248,549 | 77,319 | New | $1154.29 | 13F |
| OKTA | OKTA INC | 0.2% | 635,447 | $86,706,743 | 615,937 | 3157.03% | $136.45 | 13F |
| AVB | AVALONBAY CMNTYS INC | 0.19% | 451,525 | $85,198,252 | -260,204 | -36.56% | $188.69 | 13F |
| KO | COCA COLA CO | 0.19% | 1,040,000 | $84,520,800 | 1,040,000 | New | $81.27 | 13F |
| HAL | HALLIBURTON CO | 0.19% | 2,440,291 | $82,847,879 | -1,567,765 | -39.12% | $33.95 | 13F |
| MDGL | MADRIGAL PHARMACEUTICALS INC | 0.19% | 152,924 | $82,112,542 | 152,924 | New | $536.95 | 13F |
| MCHP | MICROCHIP TECHNOLOGY INC. | 0.19% | 923,792 | $84,249,830 | -3,588,947 | -79.53% | $91.2 | 13F |
| FTNT | FORTINET INC | 0.19% | 563,000 | $86,488,060 | -211,723 | -27.33% | $153.62 | 13F |
| OVV | OVINTIV INC | 0.19% | 1,631,114 | $85,878,152 | 1,577,656 | 2951.21% | $52.65 | 13F |
| FTI | TECHNIPFMC PLC | 0.19% | 1,244,839 | $82,532,826 | 711,257 | 133.3% | $66.3 | 13F |
| EQR | EQUITY RESIDENTIAL | 0.18% | 1,189,300 | $80,789,149 | 22,180 | 1.9% | $67.93 | 13F |
| MRK | MERCK & CO INC | 0.18% | 628,000 | $80,698,000 | 55,533 | 9.7% | $128.5 | 13F |
| PNC | PNC FINL SVCS GROUP INC | 0.18% | 331,333 | $81,580,811 | 128,638 | 63.46% | $246.22 | 13F |
| TYL | TYLER TECHNOLOGIES INC | 0.18% | 269,008 | $78,674,080 | 7,230 | 2.76% | $292.46 | 13F |
| SMH | VANECK ETF TRUST | 0.18% | 120,000 | $78,706,800 | 120,000 | New | $655.89 | 13F |
| WCC | WESCO INTL INC | 0.18% | 233,193 | $80,551,858 | -146,151 | -38.53% | $345.43 | 13F |
| LNG | CHENIERE ENERGY INC | 0.17% | 309,842 | $74,055,336 | 309,842 | New | $239.01 | 13F |
| COO | COOPER COS INC | 0.17% | 1,080,677 | $77,495,348 | 1,080,677 | New | $71.71 | 13F |
| FCX | FREEPORT MCMORAN INC | 0.17% | 1,210,201 | $76,109,541 | 1,210,201 | New | $62.89 | 13F |
| MNST | MONSTER BEVERAGE CORP NEW | 0.17% | 786,538 | $75,602,033 | 786,538 | New | $96.12 | 13F |
| SAIA | SAIA INC | 0.17% | 182,753 | $76,968,253 | -114,625 | -38.55% | $421.16 | 13F |
| TNGX | TANGO THERAPEUTICS INC | 0.17% | 2,410,939 | $75,365,953 | -1,521,664 | -38.69% | $31.26 | 13F |
| KYMR | KYMERA THERAPEUTICS INC | 0.16% | 636,579 | $72,996,514 | -200,180 | -23.92% | $114.67 | 13F |
| MRVL | MARVELL TECHNOLOGY INC | 0.16% | 242,900 | $72,357,481 | 242,900 | New | $297.89 | 13F |
| PINS | PINTEREST INC | 0.16% | 3,367,793 | $70,824,687 | 3,064,354 | 1009.87% | $21.03 | 13F |
| INIO | INNIO NV | 0.16% | 1,747,006 | $69,094,087 | 1,747,006 | New | $39.55 | 13F |
| IBN | ICICI BANK LIMITED | 0.15% | 2,332,109 | $67,701,124 | 219,240 | 10.38% | $29.03 | 13F |
| SPY | STATE STR SPDR S&P 500 ETF T | 0.15% | 90,987 | $67,946,362 | -3,086 | -3.28% | $746.77 | 13F |
| TDG | TRANSDIGM GROUP INC | 0.15% | 49,202 | $65,539,032 | 25,108 | 104.21% | $1332.04 | 13F |
| SSB | SOUTHSTATE BK CORP | 0.15% | 655,606 | $65,495,039 | -35,831 | -5.18% | $99.9 | 13F |
| CLH | CLEAN HARBORS INC | 0.14% | 211,217 | $63,101,079 | 211,217 | New | $298.75 | 13F |
| DD | DUPONT DE NEMOURS INC | 0.14% | 445,770 | $60,464,243 | 445,770 | New | $135.64 | 13F |
| HST | HOST HOTELS & RESORTS INC | 0.14% | 2,628,211 | $62,314,883 | 629,869 | 31.52% | $23.71 | 13F |
| LNTH | LANTHEUS HLDGS INC | 0.14% | 546,961 | $60,679,853 | 546,961 | New | $110.94 | 13F |
| LFUS | LITTELFUSE INC | 0.14% | 132,097 | $60,147,727 | 125,644 | 1947.06% | $455.33 | 13F |
| LPX | LOUISIANA PAC CORP | 0.14% | 787,402 | $61,937,041 | -239,001 | -23.29% | $78.66 | 13F |
| DPC | DPC HOLDINGS PLC | 0.14% | 1,280,088 | $62,801,117 | 1,280,088 | New | $49.06 | 13F |
| ABVX | ABIVAX SA | 0.13% | 418,657 | $55,790,232 | 160,000 | 61.86% | $133.26 | 13F |
| AFRM | AFFIRM HLDGS INC | 0.13% | 703,463 | $57,367,408 | 533,437 | 313.74% | $81.55 | 13F |
| ADC | AGREE RLTY CORP | 0.13% | 789,487 | $59,795,745 | -872 | -0.11% | $75.74 | 13F |
| AMH | AMERICAN HOMES 4 RENT | 0.13% | 1,667,157 | $55,883,103 | 309,356 | 22.78% | $33.52 | 13F |
| BAX | BAXTER INTL INC | 0.13% | 2,666,396 | $56,847,563 | 2,666,396 | New | $21.32 | 13F |
| CELC | CELCUITY INC | 0.13% | 533,147 | $55,777,839 | 163,168 | 44.1% | $104.62 | 13F |
| FHN | FIRST HORIZON CORPORATION | 0.13% | 2,239,568 | $57,422,524 | 1,646,196 | 277.43% | $25.64 | 13F |
| F | FORD MTR CO (Call) | 0.13% | 4,290,000 | $59,631,000 | 4,290,000 | New | $13.9 | 13F |
| BEN | FRANKLIN RESOURCES INC | 0.13% | 1,763,754 | $58,680,096 | 872,798 | 97.96% | $33.27 | 13F |
| ITT | ITT INC | 0.13% | 281,876 | $55,743,798 | 12,443 | 4.62% | $197.76 | 13F |
| INTC | INTEL CORP | 0.13% | 410,900 | $57,373,967 | 410,900 | New | $139.63 | 13F |
| LYV | LIVE NATION ENTERTAINMENT IN | 0.13% | 317,935 | $58,217,078 | 227,453 | 251.38% | $183.11 | 13F |
| LITE | LUMENTUM HLDGS INC | 0.13% | 65,997 | $56,629,386 | -31,458 | -32.28% | $858.06 | 13F |
| ODFL | OLD DOMINION FREIGHT LINE IN | 0.13% | 263,007 | $56,967,316 | 263,007 | New | $216.6 | 13F |
| TTMI | TTM TECHNOLOGIES INC | 0.13% | 305,573 | $57,148,262 | 305,573 | New | $187.02 | 13F |
| TRGP | TARGA RES CORP | 0.13% | 222,131 | $59,562,206 | 222,131 | New | $268.14 | 13F |
| TS | TENARIS S A | 0.13% | 1,030,105 | $57,160,526 | 1,030,105 | New | $55.49 | 13F |
| TEX | TEREX CORP NEW | 0.13% | 774,856 | $56,091,826 | 148,733 | 23.75% | $72.39 | 13F |
| LIN | LINDE PLC | 0.13% | 108,375 | $56,240,123 | | No Change | $518.94 | 13F |
| IREN | IREN LIMITED | 0.13% | 1,213,850 | $55,509,361 | 1,213,850 | New | $45.73 | 13F |
| BAC | BANK OF AMER CORP | 0.12% | 944,744 | $53,831,513 | 252,553 | 36.49% | $56.98 | 13F |
| DVA | DAVITA INC | 0.12% | 237,665 | $52,875,709 | 237,665 | New | $222.48 | 13F |
| SOLS | SOLSTICE ADVANCED MATLS INC | 0.12% | 593,809 | $52,611,477 | 587,169 | 8842.91% | $88.6 | 13F |
| TPG | TPG INC | 0.12% | 1,362,929 | $55,266,771 | 1,295,202 | 1912.39% | $40.55 | 13F |
| TRU | TRANSUNION | 0.12% | 716,430 | $51,683,260 | 471,132 | 192.07% | $72.14 | 13F |
| JHX | JAMES HARDIE INDS PLC | 0.12% | 2,032,071 | $53,199,619 | -290,621 | -12.51% | $26.18 | 13F |
| NESR | NATIONAL ENERGY SERVICES REU | 0.12% | 1,844,619 | $55,209,447 | 896,618 | 94.58% | $29.93 | 13F |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | 0.12% | 2,620,446 | $55,317,615 | -83,710 | -3.1% | $21.11 | 13F |
| VIAV | VIAVI SOLUTIONS INC | 0.11% | 1,065,609 | $50,882,830 | 1,065,609 | New | $47.75 | 13F |
| WDC | WESTERN DIGITAL CORP | 0.11% | 78,542 | $50,166,346 | -683,344 | -89.69% | $638.72 | 13F |
| NXT | NEXTPOWER INC | 0.11% | 415,292 | $49,477,889 | 415,292 | New | $119.14 | 13F |
| TLN | TALEN ENERGY CORP | 0.11% | 123,962 | $47,633,638 | -1,978 | -1.57% | $384.26 | 13F |
| AMT | AMERICAN TOWER CORP | 0.1% | 281,140 | $45,986,070 | 251,252 | 840.65% | $163.57 | 13F |
| GM | GENERAL MTRS CO (Call) | 0.1% | 560,000 | $43,164,800 | 560,000 | New | $77.08 | 13F |
| HWM | HOWMET AEROSPACE INC | 0.1% | 162,727 | $43,750,781 | 50,238 | 44.66% | $268.86 | 13F |
| JAN | JANUS LIVING INC | 0.1% | 1,582,420 | $45,478,751 | 758,795 | 92.13% | $28.74 | 13F |
| SXT | SENSIENT TECHNOLOGIES CORP | 0.1% | 361,425 | $44,560,088 | 171,555 | 90.35% | $123.29 | 13F |
| BLTE | BELITE BIO INC | 0.09% | 251,035 | $38,655,624 | -243,460 | -49.23% | $153.98 | 13F |
| STZ | CONSTELLATION BRANDS INC | 0.09% | 275,407 | $38,306,360 | -880,331 | -76.17% | $139.09 | 13F |
| ELAN | ELANCO ANIMAL HEALTH INC | 0.09% | 1,694,717 | $41,706,985 | 1,694,717 | New | $24.61 | 13F |
| HAE | HAEMONETICS CORP MASS | 0.09% | 550,195 | $41,264,625 | 545,673 | 12067.1% | $75 | 13F |
| IRT | INDEPENDENCE RLTY TR INC | 0.09% | 2,316,877 | $38,668,677 | 982,865 | 73.68% | $16.69 | 13F |
| ICE | INTERCONTINENTAL EXCHANGE IN | 0.09% | 324,990 | $40,009,519 | -59,252 | -15.42% | $123.11 | 13F |
| JPM | JPMORGAN CHASE & CO | 0.09% | 120,442 | $39,424,280 | -278,913 | -69.84% | $327.33 | 13F |
| KKR | KKR & CO INC | 0.09% | 415,002 | $38,088,884 | -532,353 | -56.19% | $91.78 | 13F |
| PEN | PENUMBRA INC | 0.09% | 128,012 | $40,419,789 | 17,398 | 15.73% | $315.75 | 13F |
| RBRK | RUBRIK INC. | 0.09% | 525,000 | $42,147,000 | -30,713 | -5.53% | $80.28 | 13F |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 0.09% | 83,285 | $39,774,417 | -514,551 | -86.07% | $477.57 | 13F |
| WTFC | WINTRUST FINL CORP | 0.09% | 236,044 | $37,936,992 | 65,262 | 38.21% | $160.72 | 13F |
| JAZZ | JAZZ PHARMACEUTICALS PLC | 0.09% | 160,991 | $38,794,001 | -572,914 | -78.06% | $240.97 | 13F |
| RACE | FERRARI N V | 0.09% | 108,518 | $40,400,166 | -1,848 | -1.67% | $372.29 | 13F |
| BSX | BOSTON SCIENTIFIC CORP | 0.08% | 806,732 | $34,431,322 | -2,622,004 | -76.47% | $42.68 | 13F |
| KMX | CARMAX INC | 0.08% | 664,084 | $35,123,403 | -162,058 | -19.62% | $52.89 | 13F |
| DFTX | DEFINIUM THERAPEUTICS INC | 0.08% | 796,574 | $37,470,841 | -295,393 | -27.05% | $47.04 | 13F |
| EVR | EVERCORE INC | 0.08% | 102,758 | $35,085,692 | -5,073 | -4.7% | $341.44 | 13F |
| MELI | MERCADOLIBRE INC | 0.08% | 20,000 | $33,947,800 | -15,435 | -43.56% | $1697.39 | 13F |
| MSI | MOTOROLA SOLUTIONS INC | 0.08% | 84,617 | $35,140,594 | -363,386 | -81.11% | $415.29 | 13F |
| NOW | SERVICENOW INC | 0.08% | 375,000 | $37,230,000 | -1,250,000 | -76.92% | $99.28 | 13F |
| UMBF | UMB FINL CORP | 0.08% | 262,423 | $37,463,507 | 216,413 | 470.36% | $142.76 | 13F |
| ARXS | ARXIS INC | 0.07% | 677,045 | $31,238,856 | 677,045 | New | $46.14 | 13F |
| DAL | DELTA AIR LINES INC | 0.07% | 345,612 | $32,370,020 | 345,612 | New | $93.66 | 13F |
| DLR | DIGITAL RLTY TR INC | 0.07% | 162,427 | $29,168,641 | 138,204 | 570.55% | $179.58 | 13F |
| GMED | GLOBUS MED INC | 0.07% | 399,932 | $31,598,627 | -373,902 | -48.32% | $79.01 | 13F |
| JBLU | JETBLUE AIRWAYS CORP | 0.07% | 5,287,118 | $30,295,186 | 3,706,677 | 234.53% | $5.73 | 13F |
| LEA | LEAR CORP | 0.07% | 222,901 | $29,882,108 | 222,901 | New | $134.06 | 13F |
| MPC | MARATHON PETE CORP | 0.07% | 123,764 | $31,642,742 | -290,370 | -70.11% | $255.67 | 13F |
| NUE | NUCOR CORP | 0.07% | 133,606 | $29,760,737 | 133,606 | New | $222.75 | 13F |
| ORKA | ORUKA THERAPEUTICS INC | 0.07% | 305,951 | $29,117,357 | 120,438 | 64.92% | $95.17 | 13F |
| RRX | REGAL REXNORD CORPORATION | 0.07% | 124,815 | $29,729,685 | 124,815 | New | $238.19 | 13F |
| SE | SEA LTD | 0.07% | 314,500 | $30,138,535 | | No Change | $95.83 | 13F |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 0.07% | 130,227 | $32,554,145 | -433,645 | -76.9% | $249.98 | 13F |
| VSH | VISHAY INTERTECHNOLOGY INC | 0.07% | 599,511 | $32,241,702 | 599,511 | New | $53.78 | 13F |
| AXGN | AXOGEN INC | 0.06% | 536,765 | $24,793,175 | -17,038 | -3.08% | $46.19 | 13F |
| BE | BLOOM ENERGY CORP | 0.06% | 90,401 | $27,364,383 | -289,599 | -76.21% | $302.7 | 13F |
| CHRW | C H ROBINSON WORLDWIDE IN | 0.06% | 151,278 | $28,491,699 | 151,278 | New | $188.34 | 13F |
| HBAN | HUNTINGTON BANCSHARES INC | 0.06% | 1,521,398 | $26,974,387 | -124,686 | -7.57% | $17.73 | 13F |
