| AMZN | AMAZON COM INC | 6.63% | 13,189,400 | $2,746,956,338 | 3,066,000 | 30.29% | $208.27 | 13F |
| NVDA | NVIDIA CORPORATION | 3.96% | 9,402,833 | $1,639,854,075 | -4,000,069 | -29.84% | $174.4 | 13F |
| TSLA | TESLA INC | 3.19% | 3,555,000 | $1,321,571,250 | -2,029,163 | -36.34% | $371.75 | 13F |
| DHR | DANAHER CORP DEL | 1.85% | 4,039,104 | $765,814,118 | 3,099,516 | 329.88% | $189.6 | 13F |
| XOM | EXXON MOBIL CORP | 1.75% | 4,286,475 | $727,243,349 | 1,966,720 | 84.78% | $169.66 | 13F |
| V | VISA INC | 1.58% | 2,171,396 | $656,282,727 | -817,186 | -27.34% | $302.24 | 13F |
| AAPL | APPLE INC | 1.53% | 2,493,000 | $632,698,470 | 863,000 | 52.94% | $253.79 | 13F |
| GEV | GE VERNOVA INC | 1.43% | 678,500 | $592,262,650 | 89,524 | 15.2% | $872.9 | 13F |
| PEP | PEPSICO INC | 1.32% | 3,519,891 | $546,603,873 | -127,888 | -3.51% | $155.29 | 13F |
| AZN | ASTRAZENECA PLC | 1.27% | 2,662,887 | $525,174,574 | 2,662,887 | New | $197.22 | 13F |
| PLTR | PALANTIR TECHNOLOGIES INC | 1.2% | 3,411,000 | $498,961,080 | 677,000 | 24.76% | $146.28 | 13F |
| ISRG | INTUITIVE SURGICAL INC | 1.16% | 1,040,185 | $479,514,883 | 880,745 | 552.4% | $460.99 | 13F |
| HLT | HILTON WORLDWIDE HLDGS INC | 1.14% | 1,560,326 | $474,463,930 | -144,904 | -8.5% | $304.08 | 13F |
| GE | GE AEROSPACE | 1.04% | 1,522,305 | $431,984,490 | 975,371 | 178.33% | $283.77 | 13F |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 1.03% | 1,087,617 | $426,084,836 | 328,503 | 43.27% | $391.76 | 13F |
| RSG | REPUBLIC SVCS INC | 1.01% | 1,903,662 | $416,940,051 | 791,642 | 71.19% | $219.02 | 13F |
| MSFT | MICROSOFT CORP | 1% | 1,118,000 | $413,850,060 | -189,913 | -14.52% | $370.17 | 13F |
| PH | PARKER-HANNIFIN CORP | 1% | 463,399 | $414,853,321 | -48,131 | -9.41% | $895.24 | 13F |
| STLD | STEEL DYNAMICS INC | 0.99% | 2,288,948 | $412,010,640 | -269,480 | -10.53% | $180 | 13F |
| MA | MASTERCARD INCORPORATED | 0.97% | 805,176 | $402,314,240 | 527,842 | 190.33% | $499.66 | 13F |
| SHW | SHERWIN WILLIAMS CO | 0.97% | 1,250,473 | $400,839,120 | 466,573 | 59.52% | $320.55 | 13F |
| GILD | GILEAD SCIENCES INC | 0.88% | 2,611,826 | $364,010,190 | -1,552,612 | -37.28% | $139.37 | 13F |
| CPNG | COUPANG INC | 0.83% | 18,140,654 | $342,495,548 | -4,069,758 | -18.32% | $18.88 | 13F |
| APD | AIR PRODUCTS AND CHEMICALS I | 0.78% | 1,110,912 | $322,708,827 | 1,110,912 | New | $290.49 | 13F |
| CVS | CVS HEALTH CORP | 0.78% | 4,480,125 | $321,762,578 | 511,322 | 12.88% | $71.82 | 13F |
| GOOGL | ALPHABET INC | 0.73% | 1,050,944 | $302,209,457 | -1,924,203 | -64.68% | $287.56 | 13F |
| GSK | GSK PLC | 0.73% | 5,518,433 | $304,562,317 | -2,598,094 | -32.01% | $55.19 | 13F |
| MCHP | MICROCHIP TECHNOLOGY INC. | 0.7% | 4,512,739 | $291,568,067 | 1,342,981 | 42.37% | $64.61 | 13F |
| ROST | ROSS STORES INC | 0.69% | 1,322,803 | $286,558,814 | -140,294 | -9.59% | $216.63 | 13F |
| FDX | FEDEX CORP | 0.68% | 791,178 | $281,801,780 | 335,677 | 73.69% | $356.18 | 13F |
| ROK | ROCKWELL AUTOMATION INC | 0.68% | 787,779 | $282,718,128 | -137,848 | -14.89% | $358.88 | 13F |
| META | META PLATFORMS INC | 0.67% | 487,086 | $278,676,513 | -197,904 | -28.89% | $572.13 | 13F |
| WAT | WATERS CORP | 0.66% | 917,066 | $273,102,255 | 505,356 | 122.75% | $297.8 | 13F |
| COHR | COHERENT CORP | 0.65% | 1,127,728 | $268,636,087 | -167,001 | -12.9% | $238.21 | 13F |
| COR | CENCORA INC | 0.64% | 841,122 | $264,230,065 | -56,174 | -6.26% | $314.14 | 13F |
| EQIX | EQUINIX INC | 0.62% | 260,821 | $255,667,177 | 260,821 | New | $980.24 | 13F |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 0.61% | 527,000 | $252,538,400 | 260,000 | 97.38% | $479.2 | 13F |
| XPO | XPO INC | 0.59% | 1,249,431 | $243,076,801 | 33,561 | 2.76% | $194.55 | 13F |
| AMAT | APPLIED MATLS INC | 0.58% | 700,675 | $239,483,708 | 617,937 | 746.86% | $341.79 | 13F |
| RVMD | REVOLUTION MEDICINES INC | 0.58% | 2,468,644 | $240,075,629 | 560,696 | 29.39% | $97.25 | 13F |
| FERG | FERGUSON ENTERPRISES INC | 0.55% | 973,878 | $227,166,782 | 248,220 | 34.21% | $233.26 | 13F |
| FOXA | FOX CORP | 0.55% | 3,869,651 | $225,987,618 | -1,017,805 | -20.82% | $58.4 | 13F |
| LYB | LYONDELLBASELL INDUSTRIES NV | 0.55% | 2,835,183 | $228,402,342 | 2,835,183 | New | $80.56 | 13F |
| ADI | ANALOG DEVICES INC | 0.53% | 693,623 | $220,669,221 | 693,623 | New | $318.14 | 13F |
| LMT | LOCKHEED MARTIN CORP | 0.53% | 363,084 | $219,444,339 | 363,084 | New | $604.39 | 13F |
| ACN | ACCENTURE PLC IRELAND | 0.53% | 1,115,000 | $221,093,350 | 1,115,000 | New | $198.29 | 13F |
| CB | CHUBB LTD SWITZ | 0.53% | 673,962 | $219,664,435 | 134,729 | 24.99% | $325.93 | 13F |
| BSX | BOSTON SCIENTIFIC CORP | 0.52% | 3,428,736 | $215,153,184 | -1,042,353 | -23.31% | $62.75 | 13F |
| CRS | CARPENTER TECHNOLOGY CORP | 0.52% | 548,885 | $216,343,023 | 131,980 | 31.66% | $394.15 | 13F |
| TERN | TERNS PHARMACEUTICALS INC | 0.52% | 4,115,828 | $216,986,452 | 1,340,335 | 48.29% | $52.72 | 13F |
| DOW | DOW HLDGS INC | 0.51% | 5,120,568 | $213,271,657 | 1,149,398 | 28.94% | $41.65 | 13F |
| AZO | AUTOZONE INC | 0.5% | 61,929 | $209,182,538 | -16,062 | -20.59% | $3377.78 | 13F |
| CAT | CATERPILLAR INC | 0.5% | 292,937 | $207,534,147 | 292,937 | New | $708.46 | 13F |
| WDC | WESTERN DIGITAL CORP | 0.5% | 761,886 | $206,082,544 | -173,096 | -18.51% | $270.49 | 13F |
| CSX | CSX CORP | 0.49% | 4,989,408 | $204,815,198 | 73,243 | 1.49% | $41.05 | 13F |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 0.49% | 597,836 | $202,038,676 | -575,865 | -49.06% | $337.95 | 13F |
| MSI | MOTOROLA SOLUTIONS INC | 0.47% | 448,003 | $194,419,862 | 436,284 | 3722.88% | $433.97 | 13F |
| SNDK | SANDISK CORP | 0.47% | 305,770 | $194,267,912 | 305,770 | New | $635.34 | 13F |
| PANW | PALO ALTO NETWORKS INC | 0.46% | 1,184,439 | $189,889,260 | 940,705 | 385.96% | $160.32 | 13F |
| SBUX | STARBUCKS CORP | 0.46% | 2,132,307 | $191,033,384 | 2,132,307 | New | $89.59 | 13F |
| TXRH | TEXAS ROADHOUSE INC | 0.45% | 1,121,637 | $185,227,134 | -308,173 | -21.55% | $165.14 | 13F |
| VIK | VIKING HOLDINGS LTD | 0.44% | 2,470,039 | $181,498,466 | -1,827,216 | -42.52% | $73.48 | 13F |
| STZ | CONSTELLATION BRANDS INC | 0.42% | 1,155,738 | $173,360,700 | -716 | -0.06% | $150 | 13F |
| LLY | ELI LILLY & CO | 0.42% | 187,359 | $172,327,187 | 24,139 | 14.79% | $919.77 | 13F |
| POST | POST HLDGS INC | 0.42% | 1,766,642 | $174,650,228 | 609,100 | 52.62% | $98.86 | 13F |
| NOW | SERVICENOW INC | 0.41% | 1,625,000 | $169,893,750 | -3,010 | -0.18% | $104.55 | 13F |
| NEE | NEXTERA ENERGY INC | 0.4% | 1,782,319 | $165,541,789 | 1,087,124 | 156.38% | $92.88 | 13F |
| TMO | THERMO FISHER SCIENTIFIC INC | 0.4% | 341,267 | $167,742,969 | 124,766 | 57.63% | $491.53 | 13F |
| ATI | ATI INC | 0.39% | 1,097,588 | $159,655,150 | 25,843 | 2.41% | $145.46 | 13F |
| EAT | BRINKER INTL INC | 0.39% | 1,141,033 | $162,905,281 | -249,670 | -17.95% | $142.77 | 13F |
| HAL | HALLIBURTON CO | 0.38% | 4,008,056 | $156,274,103 | 4,008,056 | New | $38.99 | 13F |
| MAS | MASCO CORP | 0.38% | 2,619,767 | $158,155,334 | -1,500,006 | -36.41% | $60.37 | 13F |
| YUM | YUM BRANDS INC | 0.38% | 1,013,010 | $157,502,795 | 1,013,010 | New | $155.48 | 13F |
| KR | KROGER CO | 0.37% | 2,098,523 | $151,849,124 | 2,098,523 | New | $72.36 | 13F |
| DHI | D R HORTON INC | 0.36% | 1,079,309 | $148,102,781 | 899,954 | 501.77% | $137.22 | 13F |
| GKOS | GLAUKOS CORP | 0.36% | 1,383,715 | $148,970,757 | 84,421 | 6.5% | $107.66 | 13F |
| IRTC | IRHYTHM HOLDINGS INC | 0.36% | 1,248,658 | $147,366,617 | 565,090 | 82.67% | $118.02 | 13F |
| GM | GENERAL MTRS CO | 0.35% | 1,972,099 | $146,921,376 | -1,696,098 | -46.24% | $74.5 | 13F |
| CART | MAPLEBEAR INC | 0.35% | 3,911,872 | $146,538,725 | -1,560,157 | -28.51% | $37.46 | 13F |
| SPGI | S&P GLOBAL INC | 0.35% | 344,482 | $146,521,974 | -1,209,113 | -77.83% | $425.34 | 13F |
| TOL | TOLL BROTHERS INC | 0.35% | 1,059,585 | $144,601,565 | 61,222 | 6.13% | $136.47 | 13F |
| COIN | COINBASE GLOBAL INC | 0.34% | 804,000 | $140,386,440 | 804,000 | New | $174.61 | 13F |
| VALE | VALE S A | 0.34% | 8,864,054 | $141,027,099 | 1,331,993 | 17.68% | $15.91 | 13F |
| CPT | CAMDEN PPTY TR | 0.33% | 1,418,437 | $138,524,557 | 7,277 | 0.52% | $97.66 | 13F |
| DG | DOLLAR GEN CORP | 0.33% | 1,168,361 | $138,719,502 | -1,038,360 | -47.05% | $118.73 | 13F |
| JAZZ | JAZZ PHARMACEUTICALS PLC | 0.33% | 733,905 | $138,744,740 | 144,170 | 24.45% | $189.05 | 13F |
| CVX | CHEVRON CORPORATION | 0.32% | 643,613 | $133,163,530 | -72,220 | -10.09% | $206.9 | 13F |
| DASH | DOORDASH INC | 0.32% | 877,940 | $131,822,691 | 662,895 | 308.26% | $150.15 | 13F |
| ENPH | ENPHASE ENERGY INC | 0.31% | 3,361,368 | $127,093,324 | -85,301 | -2.47% | $37.81 | 13F |
| CLS | CELESTICA INC | 0.3% | 448,716 | $126,394,323 | 448,716 | New | $281.68 | 13F |
| LPLA | LPL FINL HLDGS INC | 0.3% | 417,647 | $125,640,747 | 55,283 | 15.26% | $300.83 | 13F |
| TPR | TAPESTRY INC | 0.3% | 869,105 | $122,639,407 | -281,442 | -24.46% | $141.11 | 13F |
| CHWY | CHEWY INC | 0.29% | 4,481,333 | $120,995,991 | -2,741,858 | -37.96% | $27 | 13F |
| FAST | FASTENAL CO | 0.29% | 2,624,456 | $121,774,758 | 2,624,456 | New | $46.4 | 13F |
| AVB | AVALONBAY CMNTYS INC | 0.28% | 711,729 | $116,260,932 | -179,747 | -20.16% | $163.35 | 13F |
| JPM | JPMORGAN CHASE & CO | 0.28% | 399,355 | $117,474,267 | 89,092 | 28.71% | $294.16 | 13F |
| URI | UNITED RENTALS INC | 0.28% | 161,882 | $117,940,750 | -301,805 | -65.09% | $728.56 | 13F |
| LOW | LOWES COS INC | 0.27% | 480,536 | $113,541,046 | 480,536 | New | $236.28 | 13F |
| NOC | NORTHROP GRUMMAN CORP | 0.27% | 161,558 | $110,221,330 | 35,248 | 27.91% | $682.24 | 13F |
| QCOM | QUALCOMM INC | 0.27% | 857,000 | $110,364,460 | 857,000 | New | $128.78 | 13F |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 0.27% | 563,872 | $111,364,720 | 241,760 | 75.05% | $197.5 | 13F |
| AVGO | BROADCOM INC | 0.26% | 341,804 | $105,791,756 | 341,804 | New | $309.51 | 13F |
| FANG | DIAMONDBACK ENERGY INC | 0.25% | 523,874 | $103,617,038 | -721,095 | -57.92% | $197.79 | 13F |
| MCD | MCDONALDS CORP | 0.25% | 334,718 | $104,027,007 | -961,713 | -74.18% | $310.79 | 13F |
| SAIA | SAIA INC | 0.25% | 297,378 | $104,462,944 | 268,032 | 913.35% | $351.28 | 13F |
| VRT | VERTIV HOLDINGS CO | 0.25% | 417,651 | $104,654,988 | -58,807 | -12.34% | $250.58 | 13F |
| WCC | WESCO INTL INC | 0.25% | 379,344 | $103,796,105 | 379,344 | New | $273.62 | 13F |
| ABNB | AIRBNB INC | 0.24% | 791,424 | $99,941,023 | 275,304 | 53.34% | $126.28 | 13F |
| ADP | AUTOMATIC DATA PROCESSING IN | 0.24% | 482,000 | $97,932,760 | 350,041 | 265.26% | $203.18 | 13F |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | 0.24% | 1,758,725 | $101,267,386 | -334,103 | -15.96% | $57.58 | 13F |
| MPC | MARATHON PETE CORP | 0.24% | 414,134 | $101,123,240 | 414,134 | New | $244.18 | 13F |
| MS | MORGAN STANLEY | 0.24% | 611,417 | $100,620,896 | -1,118,318 | -64.65% | $164.57 | 13F |
| BG | BUNGE GLOBAL SA | 0.24% | 773,811 | $98,428,759 | 192,689 | 33.16% | $127.2 | 13F |
| ADBE | ADOBE INC | 0.23% | 388,000 | $94,315,040 | | No Change | $243.08 | 13F |
| BUD | ANHEUSER BUSCH INBEV SA NV | 0.23% | 1,360,523 | $94,379,481 | 320,589 | 30.83% | $69.37 | 13F |
| BSX | BOSTON SCIENTIFIC CORP (Call) | 0.23% | 1,488,200 | $93,384,550 | 1,488,200 | New | $62.75 | 13F |
| SRRK | SCHOLAR ROCK HLDG CORP | 0.22% | 1,890,927 | $92,957,971 | 503,807 | 36.32% | $49.16 | 13F |
| TYL | TYLER TECHNOLOGIES INC | 0.22% | 261,778 | $89,627,552 | -325,414 | -55.42% | $342.38 | 13F |
| ICLR | ICON PLC | 0.22% | 840,845 | $93,047,908 | 678,862 | 419.09% | $110.66 | 13F |
| CHD | CHURCH & DWIGHT CO INC | 0.21% | 940,935 | $87,808,054 | 940,935 | New | $93.32 | 13F |
| COGT | COGENT BIOSCIENCES INC | 0.21% | 2,250,196 | $86,610,044 | 1,071,988 | 90.98% | $38.49 | 13F |
| KKR | KKR & CO INC | 0.21% | 947,355 | $87,630,338 | 232,704 | 32.56% | $92.5 | 13F |
| PCOR | PROCORE TECHNOLOGIES INC | 0.21% | 1,551,447 | $88,432,479 | -598,399 | -27.83% | $57 | 13F |
| WELL | WELLTOWER INC | 0.21% | 443,765 | $87,736,778 | 443,765 | New | $197.71 | 13F |
| WLK | WESTLAKE CORPORATION | 0.21% | 730,035 | $85,282,689 | -490,587 | -40.19% | $116.82 | 13F |
| XENE | XENON PHARMACEUTICALS INC | 0.21% | 1,518,686 | $88,311,591 | 236,605 | 18.45% | $58.15 | 13F |
| ABT | ABBOTT LABORATORIES | 0.2% | 790,916 | $81,203,346 | -52,484 | -6.22% | $102.67 | 13F |
| GLW | CORNING INC | 0.2% | 611,522 | $83,148,646 | 455,758 | 292.6% | $135.97 | 13F |
| IDXX | IDEXX LABS INC | 0.2% | 147,732 | $83,009,133 | 102,011 | 223.12% | $561.89 | 13F |
| Q | QNITY ELECTRONICS INC | 0.2% | 725,324 | $83,687,883 | -1,234,780 | -63% | $115.38 | 13F |
| RGEN | REPLIGEN CORP | 0.2% | 708,889 | $83,521,302 | -252,151 | -26.24% | $117.82 | 13F |
| TNGX | TANGO THERAPEUTICS INC | 0.2% | 3,932,603 | $82,270,055 | 3,932,603 | New | $20.92 | 13F |
| ALKS | ALKERMES PLC | 0.2% | 2,317,326 | $81,940,647 | 2,317,326 | New | $35.36 | 13F |
| BLTE | BELITE BIO INC | 0.19% | 494,495 | $78,842,283 | 410,428 | 488.22% | $159.44 | 13F |
| CP | CANADIAN PACIFIC KANSAS CITY | 0.19% | 976,278 | $76,794,027 | 976,278 | New | $78.66 | 13F |
| EOG | EOG RES INC | 0.19% | 531,193 | $76,794,572 | 531,193 | New | $144.57 | 13F |
| OXY | OCCIDENTAL PETE CORP | 0.19% | 1,206,194 | $78,402,610 | 1,206,194 | New | $65 | 13F |
| TER | TERADYNE INC | 0.19% | 264,814 | $78,506,758 | 264,814 | New | $296.46 | 13F |
| NU | NU HLDGS LTD | 0.19% | 5,455,774 | $78,399,472 | -82,786 | -1.49% | $14.37 | 13F |
| COP | CONOCOPHILLIPS | 0.18% | 579,282 | $76,465,224 | -1,677,768 | -74.33% | $132 | 13F |
| LPX | LOUISIANA PAC CORP | 0.18% | 1,026,403 | $74,670,818 | 133,615 | 14.97% | $72.75 | 13F |
| EQR | EQUITY RESIDENTIAL | 0.17% | 1,167,120 | $69,035,148 | 463,549 | 65.89% | $59.15 | 13F |
| KYMR | KYMERA THERAPEUTICS INC | 0.17% | 836,759 | $69,693,657 | 75,550 | 9.93% | $83.29 | 13F |
| LITE | LUMENTUM HLDGS INC | 0.17% | 97,455 | $68,487,476 | -24,221 | -19.91% | $702.76 | 13F |
| MRK | MERCK & CO INC | 0.17% | 572,467 | $68,862,055 | -313,293 | -35.37% | $120.29 | 13F |
| PSX | PHILLIPS 66 | 0.17% | 382,100 | $69,610,978 | -991,550 | -72.18% | $182.18 | 13F |
| ROKU | ROKU INC | 0.17% | 743,529 | $70,352,714 | -8,430 | -1.12% | $94.62 | 13F |
| WCN | WASTE CONNECTIONS INC | 0.17% | 429,871 | $69,828,245 | 429,871 | New | $162.44 | 13F |
| WMB | WILLIAMS COS INC | 0.17% | 984,415 | $71,645,724 | -799,524 | -44.82% | $72.78 | 13F |
| ONON | ON HLDG AG | 0.17% | 2,113,450 | $71,899,569 | -285,922 | -11.92% | $34.02 | 13F |
| CDNS | CADENCE DESIGN SYSTEM INC | 0.16% | 242,968 | $67,513,518 | -70,029 | -22.37% | $277.87 | 13F |
| CASY | CASEYS GEN STORES INC | 0.16% | 92,914 | $67,628,384 | -162,791 | -63.66% | $727.86 | 13F |
| GMED | GLOBUS MED INC | 0.16% | 773,834 | $66,673,537 | 773,834 | New | $86.16 | 13F |
| RBA | RB GLOBAL INC | 0.16% | 697,327 | $66,838,793 | -142,037 | -16.92% | $95.85 | 13F |
| MMM | 3M CO | 0.16% | 449,308 | $65,253,001 | -1,735,802 | -79.44% | $145.23 | 13F |
| CCL | CARNIVAL CORP | 0.15% | 2,436,663 | $63,060,838 | -2,529,622 | -50.94% | $25.88 | 13F |
| CE | CELANESE CORP DEL | 0.15% | 946,007 | $62,218,880 | 849,020 | 875.4% | $65.77 | 13F |
| DE | DEERE & CO | 0.15% | 107,711 | $60,673,606 | 107,711 | New | $563.3 | 13F |
| DNLI | DENALI THERAPEUTICS INC | 0.15% | 3,195,429 | $61,352,237 | 42,695 | 1.35% | $19.2 | 13F |
| SSB | SOUTHSTATE BK CORP | 0.15% | 691,437 | $63,971,751 | 369,937 | 115.07% | $92.52 | 13F |
| FTNT | FORTINET INC | 0.15% | 774,723 | $63,310,364 | 211,723 | 37.61% | $81.72 | 13F |
| ICE | INTERCONTINENTAL EXCHANGE IN | 0.15% | 384,242 | $60,433,582 | -68,773 | -15.18% | $157.28 | 13F |
| MELI | MERCADOLIBRE INC | 0.15% | 35,435 | $61,267,824 | 15,435 | 77.18% | $1729.02 | 13F |
| NVO | NOVO-NORDISK A S | 0.15% | 1,745,580 | $64,150,065 | 565,080 | 47.87% | $36.75 | 13F |
| PBR | PETROLEO BRASILEIRO S A | 0.15% | 2,914,163 | $60,468,882 | 2,914,163 | New | $20.75 | 13F |
| SPY | STATE STR SPDR S&P 500 ETF T | 0.15% | 94,073 | $61,179,435 | 9,540 | 11.29% | $650.34 | 13F |
| ADC | AGREE RLTY CORP | 0.14% | 790,359 | $59,577,261 | 403,266 | 104.18% | $75.38 | 13F |
| AA | ALCOA CORP | 0.14% | 844,195 | $55,995,454 | 205,809 | 32.24% | $66.33 | 13F |
| GNRC | GENERAC HLDGS INC | 0.14% | 301,367 | $58,866,016 | -280,765 | -48.23% | $195.33 | 13F |
| NRG | NRG ENERGY INC | 0.14% | 394,440 | $57,643,462 | -70,222 | -15.11% | $146.14 | 13F |
| EW | EDWARDS LIFESCIENCES CORP | 0.14% | 738,099 | $59,106,968 | -1,512,944 | -67.21% | $80.08 | 13F |
| PFGC | PERFORMANCE FOOD GROUP CO | 0.14% | 692,814 | $59,346,447 | -1,669,812 | -70.68% | $85.66 | 13F |
| U | UNITY SOFTWARE INC | 0.14% | 2,577,348 | $56,547,015 | 2,577,348 | New | $21.94 | 13F |
| ELV | ELEVANCE HEALTH INC FORMERLY | 0.13% | 185,990 | $54,448,573 | 185,990 | New | $292.75 | 13F |
| IBN | ICICI BANK LIMITED | 0.13% | 2,112,869 | $54,723,307 | 1,266,290 | 149.58% | $25.9 | 13F |
| WDAY | WORKDAY INC | 0.13% | 423,028 | $54,959,798 | 423,028 | New | $129.92 | 13F |
| ZBH | ZIMMER BIOMET HOLDINGS INC | 0.13% | 593,705 | $53,682,806 | 593,705 | New | $90.42 | 13F |
| LIN | LINDE PLC | 0.13% | 108,375 | $53,727,990 | -22,266 | -17.04% | $495.76 | 13F |
| BE | BLOOM ENERGY CORP | 0.12% | 380,000 | $51,486,200 | 380,000 | New | $135.49 | 13F |
| CVS | CVS HEALTH CORP (Call) | 0.12% | 700,000 | $50,274,000 | 700,000 | New | $71.82 | 13F |
| DIS | DISNEY WALT CO | 0.12% | 518,786 | $50,000,595 | 518,786 | New | $96.38 | 13F |
| ENTG | ENTEGRIS INC | 0.12% | 415,311 | $48,691,062 | -396,307 | -48.83% | $117.24 | 13F |
| ITT | ITT INC | 0.12% | 269,433 | $51,335,069 | 151,668 | 128.79% | $190.53 | 13F |
| TFX | TELEFLEX INCORPORATED | 0.12% | 415,335 | $49,678,219 | 72,434 | 21.12% | $119.61 | 13F |
| VST | VISTRA CORP | 0.12% | 320,602 | $48,196,099 | 320,602 | New | $150.33 | 13F |
| WST | WEST PHARMACEUTICAL SVSC INC | 0.12% | 203,621 | $51,035,567 | 75,904 | 59.43% | $250.64 | 13F |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | 0.12% | 2,704,156 | $50,567,717 | 2,704,156 | New | $18.7 | 13F |
| BLDR | BUILDERS FIRSTSOURCE INC | 0.11% | 562,881 | $46,341,993 | 529,566 | 1589.57% | $82.33 | 13F |
| CAH | CARDINAL HEALTH INC | 0.11% | 222,789 | $47,077,544 | -766,704 | -77.48% | $211.31 | 13F |
| SATS | ECHOSTAR CORP | 0.11% | 374,596 | $43,853,954 | -212,742 | -36.22% | $117.07 | 13F |
| SCHW | SCHWAB CHARLES CORP | 0.11% | 481,172 | $45,220,545 | -201,469 | -29.51% | $93.98 | 13F |
| SU | SUNCOR ENERGY INC NEW | 0.11% | 678,464 | $44,853,255 | -381,180 | -35.97% | $66.11 | 13F |
| JHX | JAMES HARDIE INDS PLC | 0.11% | 2,322,692 | $43,991,786 | 2,223,898 | 2251.05% | $18.94 | 13F |
| SN | SHARKNINJA INC | 0.11% | 437,123 | $46,291,326 | 90,946 | 26.27% | $105.9 | 13F |
| ALLY | ALLY FINL INC | 0.1% | 1,017,897 | $39,932,099 | 1,017,897 | New | $39.23 | 13F |
| CELC | CELCUITY INC | 0.1% | 369,979 | $42,229,403 | -325,361 | -46.79% | $114.14 | 13F |
| ESI | ELEMENT SOLUTIONS INC | 0.1% | 1,184,209 | $40,428,895 | 1,184,209 | New | $34.14 | 13F |
| FPS | FORGENT POWER SOLUTIONS INC | 0.1% | 1,468,749 | $42,990,283 | 1,468,749 | New | $29.27 | 13F |
| HDB | HDFC BANK LTD | 0.1% | 1,587,186 | $39,489,188 | 881,219 | 124.82% | $24.88 | 13F |
| PNC | PNC FINL SVCS GROUP INC | 0.1% | 202,695 | $42,178,803 | -143,667 | -41.48% | $208.09 | 13F |
| TLN | TALEN ENERGY CORP | 0.1% | 125,940 | $40,203,826 | 125,940 | New | $319.23 | 13F |
| AMD | ADVANCED MICRO DEVICES INC | 0.09% | 190,000 | $38,651,700 | -730,000 | -79.35% | $203.43 | 13F |
| AMH | AMERICAN HOMES 4 RENT | 0.09% | 1,357,801 | $37,909,804 | 781,651 | 135.67% | $27.92 | 13F |
| BK | BANK NEW YORK MELLON CORP | 0.09% | 308,934 | $36,648,840 | 308,934 | New | $118.63 | 13F |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | 0.09% | 892,200 | $38,016,642 | 796,884 | 836.04% | $42.61 | 13F |
| CBOE | CBOE GLOBAL MKTS INC | 0.09% | 131,247 | $36,889,594 | 123,468 | 1587.2% | $281.07 | 13F |
| FIX | COMFORT SYS USA INC | 0.09% | 26,679 | $36,790,074 | 19,667 | 280.48% | $1378.99 | 13F |
| HST | HOST HOTELS & RESORTS INC | 0.09% | 1,998,342 | $38,288,233 | 1,998,342 | New | $19.16 | 13F |
| LBRT | LIBERTY ENERGY INC | 0.09% | 1,274,139 | $36,695,203 | -415,720 | -24.6% | $28.8 | 13F |
| MRSH | MARSH & MCLENNAN COS INC | 0.09% | 203,290 | $35,260,651 | -1,568 | -0.77% | $173.45 | 13F |
| MDLN | MEDLINE INC | 0.09% | 832,316 | $37,038,062 | 253,700 | 43.85% | $44.5 | 13F |
| PAYP | PAYPAY CORP | 0.09% | 1,781,290 | $38,012,729 | 1,781,290 | New | $21.34 | 13F |
| PEN | PENUMBRA INC | 0.09% | 110,614 | $36,322,319 | -360,734 | -76.53% | $328.37 | 13F |
| TEX | TEREX CORP NEW | 0.09% | 626,123 | $37,003,869 | 558,742 | 829.23% | $59.1 | 13F |
| FTI | TECHNIPFMC PLC | 0.09% | 533,582 | $36,886,524 | 533,582 | New | $69.13 | 13F |
| RACE | FERRARI N V | 0.09% | 110,366 | $37,353,373 | 62,114 | 128.73% | $338.45 | 13F |
| ALB | ALBEMARLE CORP | 0.08% | 185,472 | $33,297,788 | 155,305 | 514.82% | $179.53 | 13F |
| BAC | BANK AMERICA CORP | 0.08% | 692,191 | $33,744,311 | 131,716 | 23.5% | $48.75 | 13F |
| COF | CAPITAL ONE FINL CORP | 0.08% | 172,601 | $31,487,600 | -624,292 | -78.34% | $182.43 | 13F |
| KMX | CARMAX INC | 0.08% | 826,142 | $34,350,984 | 826,142 | New | $41.58 | 13F |
| CEG | CONSTELLATION ENERGY CORP | 0.08% | 121,520 | $33,934,460 | 121,520 | New | $279.25 | 13F |
| EBAY | EBAY INC. | 0.08% | 374,019 | $34,043,209 | 374,019 | New | $91.02 | 13F |
| EVR | EVERCORE INC | 0.08% | 107,831 | $32,188,632 | -131,769 | -55% | $298.51 | 13F |
| LMND | LEMONADE INC | 0.08% | 553,566 | $34,697,517 | -229,187 | -29.28% | $62.68 | 13F |
| MTZ | MASTEC INC | 0.08% | 101,724 | $32,728,680 | -307,022 | -75.11% | $321.74 | 13F |
| OKE | ONEOK INC NEW | 0.08% | 357,260 | $32,292,731 | -536,363 | -60.02% | $90.39 | 13F |
| WFRD | WEATHERFORD INTL PLC | 0.08% | 349,659 | $33,070,748 | -552,443 | -61.24% | $94.58 | 13F |
| T | AT&T INC | 0.07% | 1,000,966 | $29,018,004 | -3,374,906 | -77.13% | $28.99 | 13F |
| ABVX | ABIVAX SA | 0.07% | 258,657 | $28,801,457 | | No Change | $111.35 | 13F |
| AR | ANTERO RESOURCES CORP | 0.07% | 708,417 | $30,065,217 | 708,417 | New | $42.44 | 13F |
| BLK | BLACKROCK INC | 0.07% | 31,404 | $30,201,541 | -201 | -0.64% | $961.71 | 13F |
| CCJ | CAMECO CORP | 0.07% | 283,224 | $30,760,959 | -484,148 | -63.09% | $108.61 | 13F |
| CCL | CARNIVAL CORP (Call) | 0.07% | 1,123,900 | $29,086,532 | 1,123,900 | New | $25.88 | 13F |
| CMCSA | COMCAST CORP NEW | 0.07% | 1,047,065 | $30,061,236 | -5,534,783 | -84.09% | $28.71 | 13F |
| DAR | DARLING INGREDIENTS INC | 0.07% | 442,969 | $27,397,633 | -625,582 | -58.54% | $61.85 | 13F |
| BROS | DUTCH BROS INC | 0.07% | 583,237 | $29,546,786 | -21,855 | -3.61% | $50.66 | 13F |
| FIS | FIDELITY NATL INFORMATION SV | 0.07% | 582,349 | $27,317,992 | 582,349 | New | $46.91 | 13F |
| FITB | FIFTH THIRD BANCORP | 0.07% | 603,786 | $28,051,898 | -308,696 | -33.83% | $46.46 | 13F |
| JLL | JONES LANG LASALLE INC | 0.07% | 101,368 | $30,848,310 | 10,797 | 11.92% | $304.32 | 13F |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | 0.07% | 2,056,050 | $27,078,179 | 2,056,050 | New | $13.17 | 13F |
| PTEN | PATTERSON-UTI ENERGY INC | 0.07% | 2,858,245 | $30,954,793 | -5,430,121 | -65.51% | $10.83 | 13F |
| RBRK | RUBRIK INC. | 0.07% | 555,713 | $27,213,266 | 30,713 | 5.85% | $48.97 | 13F |
| TDG | TRANSDIGM GROUP INC | 0.07% | 24,094 | $27,923,982 | -32,127 | -57.14% | $1158.96 | 13F |
| TGT | TARGET CORP | 0.07% | 223,051 | $27,033,781 | 223,051 | New | $121.2 | 13F |
| VRTX | VERTEX PHARMACEUTICALS INC | 0.07% | 67,618 | $30,194,142 | 66,140 | 4474.97% | $446.54 | 13F |
| BRBR | BELLRING BRANDS INC | 0.06% | 1,489,326 | $23,963,255 | 1,489,326 | New | $16.09 | 13F |
| FRPT | FRESHPET INC | 0.06% | 389,401 | $22,959,083 | 385,673 | 10345.3% | $58.96 | 13F |
| FUTU | FUTU HLDGS LTD | 0.06% | 166,800 | $22,811,568 | | No Change | $136.76 | 13F |
| HWM | HOWMET AEROSPACE INC | 0.06% | 112,489 | $25,924,215 | -14,657 | -11.53% | $230.46 | 13F |
| HBAN | HUNTINGTON BANCSHARES INC | 0.06% | 1,646,084 | $25,761,215 | -12,898 | -0.78% | $15.65 | 13F |
