| AMZN | AMAZON COM INC | 5.52% | 10,318,495 | $2,263,774,618 | 5,661,018 | 121.55% | $219.39 | 13F |
| NVDA | NVIDIA CORPORATION | 3.74% | 9,703,940 | $1,533,125,481 | 4,638,940 | 91.59% | $157.99 | 13F |
| MSFT | MICROSOFT CORP | 3.57% | 2,945,271 | $1,465,007,248 | 1,961,832 | 199.49% | $497.41 | 13F |
| GOOGL | ALPHABET INC | 3.41% | 7,922,020 | $1,396,097,585 | 3,006,437 | 61.16% | $176.23 | 13F |
| IWM | ISHARES TR | 3% | 5,700,000 | $1,230,003,000 | 5,700,000 | New | $215.79 | 13F |
| TSLA | TESLA INC | 2.06% | 2,652,000 | $842,434,320 | -1,248,000 | -32% | $317.66 | 13F |
| AAPL | APPLE INC | 1.54% | 3,075,000 | $630,897,750 | -514,000 | -14.32% | $205.17 | 13F |
| LLY | ELI LILLY & CO | 1.29% | 679,699 | $529,845,761 | 138,107 | 25.5% | $779.53 | 13F |
| DHR | DANAHER CORPORATION | 1.18% | 2,450,999 | $484,170,342 | -450,269 | -15.52% | $197.54 | 13F |
| CPNG | COUPANG INC | 1.15% | 15,689,845 | $470,067,756 | 3,083,854 | 24.46% | $29.96 | 13F |
| GILD | GILEAD SCIENCES INC | 1.14% | 4,226,971 | $468,644,275 | 1,919,100 | 83.15% | $110.87 | 13F |
| GOOG | ALPHABET INC | 1.11% | 2,569,167 | $455,744,534 | 2,569,167 | New | $177.39 | 13F |
| BSX | BOSTON SCIENTIFIC CORP | 1.1% | 4,181,034 | $449,084,862 | 2,295,282 | 121.72% | $107.41 | 13F |
| MDLZ | MONDELEZ INTL INC | 1.08% | 6,537,484 | $440,887,921 | 975,184 | 17.53% | $67.44 | 13F |
| HLT | HILTON WORLDWIDE HLDGS INC | 1% | 1,534,562 | $408,715,243 | -143,961 | -8.58% | $266.34 | 13F |
| URI | UNITED RENTALS INC | 1% | 542,045 | $408,376,703 | -44,259 | -7.55% | $753.4 | 13F |
| APH | AMPHENOL CORP NEW | 0.93% | 3,867,434 | $381,909,108 | 2,583,628 | 201.25% | $98.75 | 13F |
| EW | EDWARDS LIFESCIENCES CORP | 0.9% | 4,703,977 | $367,898,041 | 1,223,460 | 35.15% | $78.21 | 13F |
| CDW | CDW CORP | 0.88% | 2,022,010 | $361,110,766 | 1,788,936 | 767.54% | $178.59 | 13F |
| WDC | WESTERN DIGITAL CORP | 0.86% | 5,535,972 | $354,246,848 | 431,419 | 8.45% | $63.99 | 13F |
| TYL | TYLER TECHNOLOGIES INC | 0.83% | 576,099 | $341,534,531 | -29,700 | -4.9% | $592.84 | 13F |
| SHW | SHERWIN WILLIAMS CO | 0.8% | 955,814 | $328,188,295 | 257,101 | 36.8% | $343.36 | 13F |
| MAS | MASCO CORP | 0.79% | 5,001,386 | $321,889,203 | 1,635,746 | 48.6% | $64.36 | 13F |
| STLD | STEEL DYNAMICS INC | 0.78% | 2,506,083 | $320,803,685 | -494,343 | -16.48% | $128.01 | 13F |
| AZN | ASTRAZENECA PLC | 0.74% | 4,321,629 | $301,995,435 | -124,752 | -2.81% | $69.88 | 13F |
| VIK | VIKING HOLDINGS LTD | 0.74% | 5,706,427 | $304,095,495 | 2,092,729 | 57.91% | $53.29 | 13F |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | 0.73% | 4,027,352 | $298,305,963 | 2,581,522 | 178.55% | $74.07 | 13F |
| BKNG | BOOKING HOLDINGS INC | 0.72% | 51,041 | $295,488,599 | -52,914 | -50.9% | $5789.24 | 13F |
| CHWY | CHEWY INC | 0.72% | 6,939,051 | $295,742,354 | -3,810,056 | -35.45% | $42.62 | 13F |
| CCL | CARNIVAL CORP | 0.71% | 10,289,947 | $289,353,310 | 6,669,935 | 184.25% | $28.12 | 13F |
| META | META PLATFORMS INC | 0.71% | 393,272 | $290,270,130 | -175,318 | -30.83% | $738.09 | 13F |
| ROK | ROCKWELL AUTOMATION INC | 0.7% | 866,992 | $287,988,733 | 488,262 | 128.92% | $332.17 | 13F |
| DG | DOLLAR GEN CORP NEW | 0.69% | 2,475,012 | $283,091,873 | -393,127 | -13.71% | $114.38 | 13F |
| MCK | MCKESSON CORP | 0.68% | 380,025 | $278,474,720 | -205,306 | -35.08% | $732.78 | 13F |
| WMT | WALMART INC | 0.67% | 2,800,000 | $273,784,000 | 2,800,000 | New | $97.78 | 13F |
| PFGC | PERFORMANCE FOOD GROUP CO | 0.66% | 3,078,977 | $269,318,118 | 244,793 | 8.64% | $87.47 | 13F |
| ETSY | ETSY INC | 0.65% | 5,343,797 | $268,044,858 | 4,673,615 | 697.37% | $50.16 | 13F |
| MMM | 3M CO | 0.65% | 1,739,963 | $264,891,967 | -391,417 | -18.36% | $152.24 | 13F |
| COF | CAPITAL ONE FINL CORP | 0.64% | 1,241,172 | $264,071,755 | 209,527 | 20.31% | $212.76 | 13F |
| INTU | INTUIT | 0.63% | 330,154 | $260,039,195 | -245,599 | -42.66% | $787.63 | 13F |
| GE | GE AEROSPACE | 0.62% | 992,316 | $255,412,215 | 262,497 | 35.97% | $257.39 | 13F |
| PEP | PEPSICO INC | 0.62% | 1,913,529 | $252,662,369 | 1,838,108 | 2437.13% | $132.04 | 13F |
| NSC | NORFOLK SOUTHN CORP | 0.61% | 983,366 | $251,712,195 | 832,210 | 550.56% | $255.97 | 13F |
| ANET | ARISTA NETWORKS INC | 0.6% | 2,418,640 | $247,451,058 | 2,418,640 | New | $102.31 | 13F |
| CSX | CSX CORP | 0.58% | 7,313,115 | $238,626,942 | 7,313,115 | New | $32.63 | 13F |
| XOM | EXXON MOBIL CORP | 0.58% | 2,187,612 | $235,824,574 | -920,388 | -29.61% | $107.8 | 13F |
| NRG | NRG ENERGY INC | 0.57% | 1,444,271 | $231,921,037 | 767,014 | 113.25% | $160.58 | 13F |
| PH | PARKER-HANNIFIN CORP | 0.57% | 333,850 | $233,184,210 | -306,828 | -47.89% | $698.47 | 13F |
| V | VISA INC | 0.57% | 653,664 | $232,083,403 | -368,488 | -36.05% | $355.05 | 13F |
| BRBR | BELLRING BRANDS INC | 0.56% | 3,928,395 | $227,571,922 | 1,320,849 | 50.65% | $57.93 | 13F |
| SPGI | S&P GLOBAL INC | 0.55% | 426,096 | $224,676,160 | 185,892 | 77.39% | $527.29 | 13F |
| MA | MASTERCARD INCORPORATED | 0.54% | 394,368 | $221,611,154 | -73,157 | -15.65% | $561.94 | 13F |
| GSK | GSK PLC | 0.53% | 5,609,531 | $215,405,990 | 304,489 | 5.74% | $38.4 | 13F |
| TDG | TRANSDIGM GROUP INC | 0.53% | 142,043 | $215,996,268 | 22,390 | 18.71% | $1520.64 | 13F |
| SHEL | SHELL PLC | 0.52% | 3,010,720 | $211,984,795 | 1,376,974 | 84.28% | $70.41 | 13F |
| DASH | DOORDASH INC | 0.51% | 846,934 | $208,777,700 | -496,399 | -36.95% | $246.51 | 13F |
| MASI | MASIMO CORP | 0.51% | 1,243,607 | $209,199,570 | -89,689 | -6.73% | $168.22 | 13F |
| PM | PHILIP MORRIS INTL INC | 0.51% | 1,141,371 | $207,877,900 | 833,380 | 270.59% | $182.13 | 13F |
| PG | PROCTER AND GAMBLE CO | 0.51% | 1,320,663 | $210,408,029 | 1,237,263 | 1483.53% | $159.32 | 13F |
| HSY | HERSHEY CO | 0.5% | 1,232,595 | $204,549,140 | 380,512 | 44.66% | $165.95 | 13F |
| INSM | INSMED INC | 0.5% | 2,016,806 | $202,971,356 | -9,616 | -0.47% | $100.64 | 13F |
| T | AT&T INC | 0.49% | 6,993,167 | $202,382,253 | -1,101,062 | -13.6% | $28.94 | 13F |
| ALNY | ALNYLAM PHARMACEUTICALS INC | 0.47% | 596,816 | $194,615,729 | 596,816 | New | $326.09 | 13F |
| PPG | PPG INDS INC | 0.47% | 1,688,870 | $192,108,963 | 1,307,468 | 342.81% | $113.75 | 13F |
| COR | CENCORA INC | 0.47% | 643,238 | $192,874,914 | 239,142 | 59.18% | $299.85 | 13F |
| FI | FISERV INC | 0.46% | 1,085,209 | $187,100,884 | -568,524 | -34.38% | $172.41 | 13F |
| MCHP | MICROCHIP TECHNOLOGY INC. | 0.46% | 2,660,289 | $187,204,537 | 1,592,159 | 149.06% | $70.37 | 13F |
| BAC | BANK AMERICA CORP | 0.4% | 3,459,720 | $163,713,950 | 46,782 | 1.37% | $47.32 | 13F |
| CVS | CVS HEALTH CORP | 0.4% | 2,373,942 | $163,754,519 | -3,554,232 | -59.95% | $68.98 | 13F |
| COP | CONOCOPHILLIPS | 0.4% | 1,807,361 | $162,192,576 | -143,778 | -7.37% | $89.74 | 13F |
| DD | DUPONT DE NEMOURS INC | 0.4% | 2,398,287 | $164,498,505 | 991,985 | 70.54% | $68.59 | 13F |
| BSX | BOSTON SCIENTIFIC CORP (Call) | 0.39% | 1,476,000 | $158,537,160 | 1,476,000 | New | $107.41 | 13F |
| POST | POST HLDGS INC | 0.39% | 1,477,346 | $161,075,034 | -210,986 | -12.5% | $109.03 | 13F |
| CHTR | CHARTER COMMUNICATIONS INC N | 0.37% | 367,607 | $150,281,418 | 152,960 | 71.26% | $408.81 | 13F |
| ENTG | ENTEGRIS INC | 0.37% | 1,859,828 | $149,995,128 | 823,015 | 79.38% | $80.65 | 13F |
| GS | GOLDMAN SACHS GROUP INC | 0.37% | 215,000 | $152,166,250 | 215,000 | New | $707.75 | 13F |
| COO | COOPER COS INC | 0.36% | 2,046,700 | $145,643,172 | 416,562 | 25.55% | $71.16 | 13F |
| KVUE | KENVUE INC | 0.36% | 7,071,137 | $147,998,897 | -746,736 | -9.55% | $20.93 | 13F |
| FERG | FERGUSON ENTERPRISES INC | 0.35% | 658,096 | $143,300,404 | 47,854 | 7.84% | $217.75 | 13F |
| TOL | TOLL BROTHERS INC | 0.35% | 1,249,722 | $142,630,772 | 751,255 | 150.71% | $114.13 | 13F |
| AZO | AUTOZONE INC | 0.34% | 37,889 | $140,652,682 | -63,350 | -62.57% | $3712.23 | 13F |
| FANG | DIAMONDBACK ENERGY INC | 0.34% | 1,011,919 | $139,037,671 | 70,430 | 7.48% | $137.4 | 13F |
| SCHW | SCHWAB CHARLES CORP | 0.34% | 1,547,835 | $141,224,465 | 395,173 | 34.28% | $91.24 | 13F |
| CAH | CARDINAL HEALTH INC | 0.33% | 797,812 | $134,032,416 | -187,664 | -19.04% | $168 | 13F |
| RVMD | REVOLUTION MEDICINES INC | 0.33% | 3,632,952 | $133,656,304 | -58,792 | -1.59% | $36.79 | 13F |
| AMD | ADVANCED MICRO DEVICES INC | 0.32% | 920,000 | $130,548,000 | 920,000 | New | $141.9 | 13F |
| GILD | GILEAD SCIENCES INC (Call) | 0.32% | 1,200,000 | $133,044,000 | 1,200,000 | New | $110.87 | 13F |
| CP | CANADIAN PACIFIC KANSAS CITY | 0.31% | 1,616,554 | $128,144,236 | -1,452,671 | -47.33% | $79.27 | 13F |
| RTX | RTX CORPORATION | 0.31% | 865,225 | $126,340,155 | 557,555 | 181.22% | $146.02 | 13F |
| TPR | TAPESTRY INC | 0.3% | 1,397,202 | $122,688,308 | 174,525 | 14.27% | $87.81 | 13F |
| WM | WASTE MGMT INC DEL | 0.3% | 531,248 | $121,560,167 | 531,248 | New | $228.82 | 13F |
| CMI | CUMMINS INC | 0.29% | 357,778 | $117,172,295 | 98,465 | 37.97% | $327.5 | 13F |
| MRUS | MERUS N V | 0.29% | 2,225,241 | $117,047,677 | 351,616 | 18.77% | $52.6 | 13F |
| CSCO | CISCO SYS INC | 0.28% | 1,682,393 | $116,724,426 | -4,695,087 | -73.62% | $69.38 | 13F |
| EXAS | EXACT SCIENCES CORP | 0.28% | 2,145,181 | $113,994,918 | 1,404,086 | 189.46% | $53.14 | 13F |
| RGEN | REPLIGEN CORP | 0.28% | 936,814 | $116,520,925 | -23,168 | -2.41% | $124.38 | 13F |
| SHAK | SHAKE SHACK INC | 0.28% | 820,993 | $115,431,616 | 820,993 | New | $140.6 | 13F |
| FCX | FREEPORT-MCMORAN INC | 0.27% | 2,512,579 | $108,920,300 | 2,512,579 | New | $43.35 | 13F |
| LNG | CHENIERE ENERGY INC | 0.26% | 440,700 | $107,319,264 | 440,700 | New | $243.52 | 13F |
| FOXA | FOX CORP | 0.26% | 1,868,814 | $104,728,337 | 607,029 | 48.11% | $56.04 | 13F |
| GEV | GE VERNOVA INC | 0.26% | 204,768 | $108,352,987 | -404,188 | -66.37% | $529.15 | 13F |
| GKOS | GLAUKOS CORP | 0.26% | 1,045,886 | $108,029,565 | 299,118 | 40.06% | $103.29 | 13F |
| KKR | KKR & CO INC | 0.26% | 814,521 | $108,355,729 | -369,777 | -31.22% | $133.03 | 13F |
| VRT | VERTIV HOLDINGS CO | 0.26% | 835,871 | $107,334,195 | 835,871 | New | $128.41 | 13F |
| XPO | XPO INC | 0.26% | 858,247 | $108,388,014 | 46,613 | 5.74% | $126.29 | 13F |
| LPLA | LPL FINL HLDGS INC | 0.25% | 268,448 | $100,659,947 | -66,523 | -19.86% | $374.97 | 13F |
| TECK | TECK RESOURCES LTD | 0.25% | 2,515,499 | $101,575,850 | 1,805,675 | 254.38% | $40.38 | 13F |
| THC | TENET HEALTHCARE CORP | 0.25% | 584,404 | $102,855,104 | 584,404 | New | $176 | 13F |
| VRNA | VERONA PHARMA PLC | 0.25% | 1,075,662 | $101,736,112 | -291,018 | -21.29% | $94.58 | 13F |
| CELH | CELSIUS HLDGS INC | 0.24% | 2,108,041 | $97,792,022 | 1,193,707 | 130.55% | $46.39 | 13F |
| COHR | COHERENT CORP | 0.24% | 1,117,123 | $99,658,543 | -508,262 | -31.27% | $89.21 | 13F |
| HRL | HORMEL FOODS CORP | 0.24% | 3,270,671 | $98,937,798 | 114,509 | 3.63% | $30.25 | 13F |
| NTRA | NATERA INC | 0.24% | 572,832 | $96,774,238 | 310,452 | 118.32% | $168.94 | 13F |
| SLNO | SOLENO THERAPEUTICS INC | 0.24% | 1,153,048 | $96,602,361 | -43,942 | -3.67% | $83.78 | 13F |
| TXN | TEXAS INSTRS INC | 0.24% | 480,000 | $99,657,600 | 480,000 | New | $207.62 | 13F |
| ICLR | ICON PLC | 0.24% | 679,727 | $98,866,292 | 437,803 | 180.97% | $145.45 | 13F |
| BURL | BURLINGTON STORES INC | 0.23% | 410,097 | $95,404,966 | -713,352 | -63.5% | $232.64 | 13F |
| DDOG | DATADOG INC | 0.23% | 695,572 | $93,436,187 | -1,155,228 | -62.42% | $134.33 | 13F |
| HON | HONEYWELL INTL INC | 0.23% | 400,000 | $93,152,000 | 400,000 | New | $232.88 | 13F |
| LMT | LOCKHEED MARTIN CORP | 0.23% | 200,000 | $92,628,000 | 200,000 | New | $463.14 | 13F |
| OVV | OVINTIV INC | 0.23% | 2,493,370 | $94,872,729 | 258,796 | 11.58% | $38.05 | 13F |
| C | CITIGROUP INC | 0.22% | 1,080,000 | $91,929,600 | -620,000 | -36.47% | $85.12 | 13F |
| COIN | COINBASE GLOBAL INC | 0.22% | 252,286 | $88,423,720 | 252,286 | New | $350.49 | 13F |
| LRCX | LAM RESEARCH CORP | 0.22% | 909,420 | $88,522,943 | -649,202 | -41.65% | $97.34 | 13F |
| CVNA | CARVANA CO | 0.21% | 250,000 | $84,240,000 | -375,245 | -60.02% | $336.96 | 13F |
| HES | HESS CORP | 0.21% | 616,944 | $85,471,422 | 616,944 | New | $138.54 | 13F |
| KLAC | KLA CORP | 0.21% | 95,000 | $85,095,300 | -47,741 | -33.45% | $895.74 | 13F |
| PSX | PHILLIPS 66 | 0.21% | 711,599 | $84,893,761 | 683,507 | 2433.1% | $119.3 | 13F |
| UAL | UNITED AIRLS HLDGS INC | 0.21% | 1,064,340 | $84,753,394 | 1,064,340 | New | $79.63 | 13F |
| BIRK | BIRKENSTOCK HOLDING PLC | 0.21% | 1,748,348 | $85,983,755 | 1,233,085 | 239.31% | $49.18 | 13F |
| ALKS | ALKERMES PLC | 0.2% | 2,853,768 | $81,646,302 | 679,166 | 31.23% | $28.61 | 13F |
| WFRD | WEATHERFORD INTL PLC | 0.2% | 1,646,034 | $82,811,971 | 1,443,512 | 712.77% | $50.31 | 13F |
| AN | AUTONATION INC | 0.19% | 396,711 | $78,806,640 | -2,310 | -0.58% | $198.65 | 13F |
| CASY | CASEYS GEN STORES INC | 0.19% | 150,075 | $76,578,770 | 74,371 | 98.24% | $510.27 | 13F |
| KVUE | KENVUE INC (Call) | 0.19% | 3,786,400 | $79,249,352 | 2,513,100 | 197.37% | $20.93 | 13F |
| NOW | SERVICENOW INC | 0.19% | 75,000 | $77,106,000 | -102,000 | -57.63% | $1028.08 | 13F |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 0.19% | 322,638 | $78,352,638 | 253,142 | 364.25% | $242.85 | 13F |
| EQT | EQT CORP | 0.18% | 1,242,758 | $72,477,647 | -349,181 | -21.93% | $58.32 | 13F |
| MELI | MERCADOLIBRE INC | 0.18% | 27,958 | $73,071,868 | -42,435 | -60.28% | $2613.63 | 13F |
| NVR | NVR INC | 0.18% | 10,044 | $74,181,569 | 4,063 | 67.93% | $7385.66 | 13F |
| CDNS | CADENCE DESIGN SYSTEM INC | 0.17% | 221,830 | $68,356,915 | -393,234 | -63.93% | $308.15 | 13F |
| BRO | BROWN & BROWN INC | 0.16% | 606,427 | $67,234,561 | 606,427 | New | $110.87 | 13F |
| HUM | HUMANA INC | 0.16% | 264,214 | $64,595,039 | 264,214 | New | $244.48 | 13F |
| KR | KROGER CO | 0.16% | 912,444 | $65,449,608 | 912,444 | New | $71.73 | 13F |
| MTD | METTLER TOLEDO INTERNATIONAL | 0.16% | 56,439 | $66,300,022 | 43,007 | 320.18% | $1174.72 | 13F |
| NKE | NIKE INC | 0.16% | 899,271 | $63,884,212 | 899,271 | New | $71.04 | 13F |
| PYPL | PAYPAL HLDGS INC | 0.16% | 902,046 | $67,040,059 | -1,258,040 | -58.24% | $74.32 | 13F |
| USFD | US FOODS HLDG CORP | 0.16% | 833,917 | $64,219,948 | 833,917 | New | $77.01 | 13F |
| W | WAYFAIR INC | 0.16% | 1,294,057 | $66,178,075 | 1,007,676 | 351.87% | $51.14 | 13F |
| AFRM | AFFIRM HLDGS INC | 0.15% | 903,067 | $62,438,052 | -1,595,879 | -63.86% | $69.14 | 13F |
| FTNT | FORTINET INC | 0.15% | 563,000 | $59,520,360 | | No Change | $105.72 | 13F |
| AKRO | AKERO THERAPEUTICS INC | 0.14% | 1,075,642 | $57,396,257 | 1,075,642 | New | $53.36 | 13F |
| AIG | AMERICAN INTL GROUP INC | 0.14% | 685,195 | $58,645,840 | -894,681 | -56.63% | $85.59 | 13F |
| ALAB | ASTERA LABS INC | 0.14% | 617,414 | $55,826,574 | 617,414 | New | $90.42 | 13F |
| RSG | REPUBLIC SVCS INC | 0.14% | 227,270 | $56,047,055 | -240,307 | -51.39% | $246.61 | 13F |
| XENE | XENON PHARMACEUTICALS INC | 0.14% | 1,809,475 | $56,636,568 | 1,809,475 | New | $31.3 | 13F |
| Z | ZILLOW GROUP INC | 0.14% | 814,003 | $57,020,910 | 814,003 | New | $70.05 | 13F |
| NU | NU HLDGS LTD | 0.14% | 4,300,000 | $58,996,000 | 4,300,000 | New | $13.72 | 13F |
| ATI | ATI INC | 0.13% | 604,781 | $52,216,792 | 604,781 | New | $86.34 | 13F |
| CAVA | CAVA GROUP INC | 0.13% | 620,318 | $52,249,385 | -568,335 | -47.81% | $84.23 | 13F |
| FIS | FIDELITY NATL INFORMATION SV | 0.13% | 635,376 | $51,725,960 | 346,147 | 119.68% | $81.41 | 13F |
| BEN | FRANKLIN RESOURCES INC | 0.13% | 2,154,453 | $51,383,704 | 2,154,453 | New | $23.85 | 13F |
| JPM | JPMORGAN CHASE & CO. | 0.13% | 190,162 | $55,129,865 | 116,278 | 157.38% | $289.91 | 13F |
| LYV | LIVE NATION ENTERTAINMENT IN | 0.13% | 357,790 | $54,126,471 | 357,790 | New | $151.28 | 13F |
| RBLX | ROBLOX CORP | 0.13% | 503,569 | $52,975,459 | -1,037,519 | -67.32% | $105.2 | 13F |
| SNPS | SYNOPSYS INC | 0.13% | 106,837 | $54,773,193 | -241,264 | -69.31% | $512.68 | 13F |
| WMB | WILLIAMS COS INC | 0.13% | 819,660 | $51,482,845 | 265,675 | 47.96% | $62.81 | 13F |
| CRS | CARPENTER TECHNOLOGY CORP | 0.12% | 176,120 | $48,676,046 | -277,125 | -61.14% | $276.38 | 13F |
| GNRC | GENERAC HLDGS INC | 0.12% | 356,623 | $51,071,980 | 276,775 | 346.63% | $143.21 | 13F |
| IRTC | IRHYTHM TECHNOLOGIES INC | 0.12% | 313,094 | $48,203,952 | 298,347 | 2023.1% | $153.96 | 13F |
| ICE | INTERCONTINENTAL EXCHANGE IN | 0.12% | 267,967 | $49,163,905 | -210,413 | -43.98% | $183.47 | 13F |
| MUSA | MURPHY USA INC | 0.12% | 125,445 | $51,031,026 | -504,124 | -80.07% | $406.8 | 13F |
| TLN | TALEN ENERGY CORP | 0.12% | 173,846 | $50,549,201 | -120,889 | -41.02% | $290.77 | 13F |
| TEVA | TEVA PHARMACEUTICAL INDS LTD | 0.12% | 3,053,340 | $51,173,978 | -967,288 | -24.06% | $16.76 | 13F |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | 0.12% | 514,898 | $47,741,343 | -1,366,902 | -72.64% | $92.72 | 13F |
| JAZZ | JAZZ PHARMACEUTICALS PLC | 0.12% | 469,742 | $49,849,021 | -22,287 | -4.53% | $106.12 | 13F |
| LIN | LINDE PLC | 0.12% | 105,796 | $49,637,367 | -32,714 | -23.62% | $469.18 | 13F |
| DOCS | DOXIMITY INC | 0.11% | 733,333 | $44,982,646 | 733,333 | New | $61.34 | 13F |
| NVST | ENVISTA HOLDINGS CORPORATION | 0.11% | 2,248,518 | $43,936,042 | 2,248,518 | New | $19.54 | 13F |
| EVR | EVERCORE INC | 0.11% | 173,271 | $46,786,635 | 116,726 | 206.43% | $270.02 | 13F |
| GEO | GEO GROUP INC NEW | 0.11% | 1,946,095 | $46,608,975 | -430,573 | -18.12% | $23.95 | 13F |
| NTNX | NUTANIX INC | 0.11% | 582,486 | $44,525,230 | -270,686 | -31.73% | $76.44 | 13F |
| RBRK | RUBRIK INC. | 0.11% | 525,000 | $47,034,750 | 525,000 | New | $89.59 | 13F |
| SU | SUNCOR ENERGY INC NEW | 0.11% | 1,201,128 | $44,982,244 | 293,373 | 32.32% | $37.45 | 13F |
| WING | WINGSTOP INC | 0.11% | 139,235 | $46,885,994 | 139,235 | New | $336.74 | 13F |
| DKS | DICKS SPORTING GOODS INC | 0.1% | 213,745 | $42,280,898 | -167,800 | -43.98% | $197.81 | 13F |
| ELAN | ELANCO ANIMAL HEALTH INC | 0.1% | 2,886,294 | $41,216,278 | 649,820 | 29.06% | $14.28 | 13F |
| EHC | ENCOMPASS HEALTH CORP | 0.1% | 326,095 | $39,989,030 | -141,060 | -30.2% | $122.63 | 13F |
| FBIN | FORTUNE BRANDS INNOVATIONS I | 0.1% | 799,764 | $41,171,851 | -1,464,051 | -64.67% | $51.48 | 13F |
| PR | PERMIAN RESOURCES CORP | 0.1% | 3,128,185 | $42,605,880 | 3,128,185 | New | $13.62 | 13F |
| PCOR | PROCORE TECHNOLOGIES INC | 0.1% | 574,467 | $39,305,032 | -346,924 | -37.65% | $68.42 | 13F |
| SSB | SOUTHSTATE CORPORATION | 0.1% | 465,316 | $42,823,031 | -54,022 | -10.4% | $92.03 | 13F |
| ULTA | ULTA BEAUTY INC | 0.1% | 86,423 | $40,430,408 | -466,935 | -84.38% | $467.82 | 13F |
| CSX | CSX CORP (Call) | 0.09% | 1,173,800 | $38,301,094 | 1,173,800 | New | $32.63 | 13F |
| CEG | CONSTELLATION ENERGY CORP | 0.09% | 118,711 | $38,315,162 | 15,201 | 14.69% | $322.76 | 13F |
| MOH | MOLINA HEALTHCARE INC | 0.09% | 128,912 | $38,402,885 | 49,304 | 61.93% | $297.9 | 13F |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | 0.09% | 265,120 | $34,937,514 | 149,724 | 129.75% | $131.78 | 13F |
| BUD | ANHEUSER BUSCH INBEV SA/NV | 0.08% | 494,740 | $33,998,533 | 494,740 | New | $68.72 | 13F |
| CBOE | CBOE GLOBAL MKTS INC | 0.08% | 149,293 | $34,816,621 | 149,293 | New | $233.21 | 13F |
| CG | CARLYLE GROUP INC | 0.08% | 665,876 | $34,226,026 | 200,804 | 43.18% | $51.4 | 13F |
| DECK | DECKERS OUTDOOR CORP | 0.08% | 325,504 | $33,549,697 | -129,889 | -28.52% | $103.07 | 13F |
| JEF | JEFFERIES FINL GROUP INC | 0.08% | 592,341 | $32,395,129 | 592,341 | New | $54.69 | 13F |
| SPHR | SPHERE ENTERTAINMENT CO | 0.08% | 760,160 | $31,774,688 | 142,997 | 23.17% | $41.8 | 13F |
| MCO | MOODYS CORP | 0.08% | 64,493 | $32,349,044 | 64,493 | New | $501.59 | 13F |
| PLTR | PALANTIR TECHNOLOGIES INC | 0.08% | 250,000 | $34,080,000 | 250,000 | New | $136.32 | 13F |
| ROKU | ROKU INC | 0.08% | 364,863 | $32,067,809 | -75,126 | -17.07% | $87.89 | 13F |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 0.08% | 228,413 | $32,966,848 | -202,934 | -47.05% | $144.33 | 13F |
| SN | SHARKNINJA INC | 0.08% | 313,410 | $31,024,456 | 313,410 | New | $98.99 | 13F |
| WRB | BERKLEY W R CORP | 0.07% | 403,112 | $29,616,639 | 403,112 | New | $73.47 | 13F |
| CNQ | CANADIAN NAT RES LTD | 0.07% | 948,238 | $29,774,673 | -291,517 | -23.51% | $31.4 | 13F |
| CVE | CENOVUS ENERGY INC | 0.07% | 2,242,274 | $30,494,926 | 143,625 | 6.84% | $13.6 | 13F |
| DTM | DT MIDSTREAM INC | 0.07% | 254,450 | $27,966,600 | 172,223 | 209.45% | $109.91 | 13F |
| ETNB | 89BIO INC | 0.07% | 3,065,387 | $30,102,100 | 3,065,387 | New | $9.82 | 13F |
| FICO | FAIR ISAAC CORP | 0.07% | 14,839 | $27,125,098 | -2,869 | -16.2% | $1827.96 | 13F |
| MKC | MCCORMICK & CO INC | 0.07% | 382,351 | $28,989,853 | 318,001 | 494.17% | $75.82 | 13F |
| MDB | MONGODB INC | 0.07% | 139,919 | $29,381,591 | -110,908 | -44.22% | $209.99 | 13F |
| NDAQ | NASDAQ INC | 0.07% | 319,308 | $28,552,521 | 319,308 | New | $89.42 | 13F |
| NUE | NUCOR CORP | 0.07% | 222,339 | $28,801,794 | 222,339 | New | $129.54 | 13F |
| PTGX | PROTAGONIST THERAPEUTICS INC | 0.07% | 530,326 | $29,311,118 | 530,326 | New | $55.27 | 13F |
| SAIL | SAILPOINT INC | 0.07% | 1,322,056 | $30,222,200 | -253,269 | -16.08% | $22.86 | 13F |
| CMC | COMMERCIAL METALS CO | 0.06% | 521,040 | $25,484,066 | -590,892 | -53.14% | $48.91 | 13F |
| CACC | CREDIT ACCEP CORP MICH | 0.06% | 44,503 | $22,671,163 | -17,218 | -27.9% | $509.43 | 13F |
| HNGE | HINGE HEALTH INC | 0.06% | 498,612 | $25,803,171 | 498,612 | New | $51.75 | 13F |
| HOLX | HOLOGIC INC | 0.06% | 375,051 | $24,438,323 | 375,051 | New | $65.16 | 13F |
| NVO | NOVO-NORDISK A S | 0.06% | 373,010 | $25,745,150 | 373,010 | New | $69.02 | 13F |
| PKG | PACKAGING CORP AMER | 0.06% | 140,552 | $26,487,024 | -74,038 | -34.5% | $188.45 | 13F |
| PNFP | PINNACLE FINL PARTNERS INC | 0.06% | 225,148 | $24,858,591 | 131,280 | 139.86% | $110.41 | 13F |
| TPG | TPG INC | 0.06% | 496,030 | $26,016,774 | 496,030 | New | $52.45 | 13F |
| WSO | WATSCO INC | 0.06% | 56,486 | $24,945,347 | 50,507 | 844.74% | $441.62 | 13F |
| AMG | AFFILIATED MANAGERS GROUP IN | 0.05% | 100,953 | $19,864,522 | 100,953 | New | $196.77 | 13F |
| AA | ALCOA CORP | 0.05% | 728,331 | $21,493,048 | 728,331 | New | $29.51 | 13F |
| ALLY | ALLY FINL INC | 0.05% | 548,185 | $21,351,806 | 139,836 | 34.24% | $38.95 | 13F |
| ADI | ANALOG DEVICES INC | 0.05% | 88,081 | $20,965,040 | -482,675 | -84.57% | $238.02 | 13F |
| APP | APPLOVIN CORP | 0.05% | 56,274 | $19,700,402 | -43,696 | -43.71% | $350.08 | 13F |
| AVTR | AVANTOR INC | 0.05% | 1,453,523 | $19,564,420 | -1,394,616 | -48.97% | $13.46 | 13F |
| CLS | CELESTICA INC | 0.05% | 119,148 | $18,600,194 | -282,531 | -70.34% | $156.11 | 13F |
| BROS | DUTCH BROS INC | 0.05% | 308,657 | $21,102,879 | -2,644 | -0.85% | $68.37 | 13F |
| MTB | M & T BK CORP | 0.05% | 97,917 | $18,994,919 | 97,917 | New | $193.99 | 13F |
| PTEN | PATTERSON-UTI ENERGY INC | 0.05% | 3,336,066 | $19,782,871 | 3,289,817 | 7113.27% | $5.93 | 13F |
| PII | POLARIS INC | 0.05% | 464,469 | $18,880,665 | 301,105 | 184.32% | $40.65 | 13F |
| TTAN | SERVICETITAN INC | 0.05% | 190,000 | $20,364,200 | 190,000 | New | $107.18 | 13F |
| SFD | SMITHFIELD FOODS INC | 0.05% | 900,022 | $21,177,518 | -32,870 | -3.52% | $23.53 | 13F |
| BHVN | BIOHAVEN LTD | 0.05% | 1,495,641 | $21,103,495 | 239,889 | 19.1% | $14.11 | 13F |
| DAY | DAYFORCE INC | 0.04% | 308,274 | $17,075,297 | 229,185 | 289.78% | $55.39 | 13F |
| FHN | FIRST HORIZON CORPORATION | 0.04% | 845,559 | $17,925,851 | 845,559 | New | $21.2 | 13F |
| INTC | INTEL CORP | 0.04% | 800,000 | $17,920,000 | 800,000 | New | $22.4 | 13F |
| JLL | JONES LANG LASALLE INC | 0.04% | 62,848 | $16,075,261 | 62,848 | New | $255.78 | 13F |
| MKTX | MARKETAXESS HLDGS INC | 0.04% | 76,574 | $17,102,037 | -174,068 | -69.45% | $223.34 | 13F |
| PNC | PNC FINL SVCS GROUP INC | 0.04% | 85,409 | $15,921,946 | -48,762 | -36.34% | $186.42 | 13F |
| TOST | TOAST INC | 0.04% | 372,204 | $16,484,915 | 372,204 | New | $44.29 | 13F |
