| NVDA | NVIDIA CORPORATION | 7.15% | 16,815,635 | $3,137,461,178 | 7,111,695 | 73.29% | $186.58 | 13F |
| TSLA | TESLA INC | 6.24% | 6,157,000 | $2,738,141,040 | 3,505,000 | 132.16% | $444.72 | 13F |
| AMZN | AMAZON COM INC | 5.26% | 10,508,481 | $2,307,347,173 | 189,986 | 1.84% | $219.57 | 13F |
| MSFT | MICROSOFT CORP | 3.14% | 2,663,025 | $1,379,313,799 | -282,246 | -9.58% | $517.95 | 13F |
| V | VISA INC | 1.96% | 2,526,026 | $862,334,756 | 1,872,362 | 286.44% | $341.38 | 13F |
| META | META PLATFORMS INC | 1.55% | 926,348 | $680,291,444 | 533,076 | 135.55% | $734.38 | 13F |
| JPM | JPMORGAN CHASE & CO. | 1.55% | 2,155,120 | $679,789,502 | 1,964,958 | 1033.31% | $315.43 | 13F |
| AAPL | APPLE INC | 1.13% | 1,950,000 | $496,528,500 | -1,125,000 | -36.59% | $254.63 | 13F |
| AZN | ASTRAZENECA PLC | 1.07% | 6,129,194 | $470,231,764 | 1,807,565 | 41.83% | $76.72 | 13F |
| HLT | HILTON WORLDWIDE HLDGS INC | 1.06% | 1,795,659 | $465,865,771 | 261,097 | 17.01% | $259.44 | 13F |
| CPNG | COUPANG INC | 0.99% | 13,457,799 | $433,341,128 | -2,232,046 | -14.23% | $32.2 | 13F |
| MMM | 3M CO | 0.97% | 2,754,731 | $427,479,157 | 1,014,768 | 58.32% | $155.18 | 13F |
| PLTR | PALANTIR TECHNOLOGIES INC | 0.89% | 2,132,000 | $388,919,440 | 1,882,000 | 752.8% | $182.42 | 13F |
| SPGI | S&P GLOBAL INC | 0.85% | 766,043 | $372,840,789 | 339,947 | 79.78% | $486.71 | 13F |
| EW | EDWARDS LIFESCIENCES CORP | 0.84% | 4,746,694 | $369,150,392 | 42,717 | 0.91% | $77.77 | 13F |
| APH | AMPHENOL CORP NEW | 0.82% | 2,900,009 | $358,876,114 | -967,425 | -25.01% | $123.75 | 13F |
| PG | PROCTER AND GAMBLE CO | 0.82% | 2,355,693 | $361,952,229 | 1,035,030 | 78.37% | $153.65 | 13F |
| FOXA | FOX CORP | 0.81% | 5,662,174 | $357,056,692 | 3,793,360 | 202.98% | $63.06 | 13F |
| ROST | ROSS STORES INC | 0.8% | 2,308,305 | $351,762,599 | 2,308,305 | New | $152.39 | 13F |
| ROK | ROCKWELL AUTOMATION INC | 0.79% | 989,429 | $345,835,118 | 122,437 | 14.12% | $349.53 | 13F |
| COR | CENCORA INC | 0.78% | 1,101,930 | $344,386,183 | 458,692 | 71.31% | $312.53 | 13F |
| AMAT | APPLIED MATLS INC | 0.77% | 1,657,557 | $339,368,220 | 1,657,557 | New | $204.74 | 13F |
| WMT | WALMART INC | 0.76% | 3,220,000 | $331,853,200 | 420,000 | 15% | $103.06 | 13F |
| XOM | EXXON MOBIL CORP | 0.75% | 2,927,752 | $330,104,038 | 740,140 | 33.83% | $112.75 | 13F |
| DASH | DOORDASH INC | 0.74% | 1,186,787 | $322,794,196 | 339,853 | 40.13% | $271.99 | 13F |
| ORCL | ORACLE CORP | 0.74% | 1,149,952 | $323,412,500 | 1,124,877 | 4486.05% | $281.24 | 13F |
| STLD | STEEL DYNAMICS INC | 0.73% | 2,305,675 | $321,480,265 | -200,408 | -8% | $139.43 | 13F |
| CCL | CARNIVAL CORP | 0.72% | 10,885,927 | $314,712,150 | 595,980 | 5.79% | $28.91 | 13F |
| URI | UNITED RENTALS INC | 0.72% | 329,442 | $314,505,100 | -212,603 | -39.22% | $954.66 | 13F |
| GOOGL | ALPHABET INC | 0.71% | 1,276,464 | $310,308,398 | -6,645,556 | -83.89% | $243.1 | 13F |
| GSK | GSK PLC | 0.7% | 7,100,420 | $306,454,127 | 1,490,889 | 26.58% | $43.16 | 13F |
| NOW | SERVICENOW INC | 0.7% | 334,790 | $308,100,541 | 259,790 | 346.39% | $920.28 | 13F |
| TOL | TOLL BROTHERS INC | 0.7% | 2,224,289 | $307,263,282 | 974,567 | 77.98% | $138.14 | 13F |
| WM | WASTE MGMT INC DEL | 0.7% | 1,400,701 | $309,316,802 | 869,453 | 163.66% | $220.83 | 13F |
| CAH | CARDINAL HEALTH INC | 0.69% | 1,926,170 | $302,331,643 | 1,128,358 | 141.43% | $156.96 | 13F |
| MCHP | MICROCHIP TECHNOLOGY INC. | 0.69% | 4,709,538 | $302,446,530 | 2,049,249 | 77.03% | $64.22 | 13F |
| SHW | SHERWIN WILLIAMS CO | 0.69% | 878,630 | $304,234,424 | -77,184 | -8.08% | $346.26 | 13F |
| CSX | CSX CORP | 0.68% | 8,397,359 | $298,190,218 | 1,084,244 | 14.83% | $35.51 | 13F |
| TYL | TYLER TECHNOLOGIES INC | 0.68% | 567,481 | $296,883,360 | -8,618 | -1.5% | $523.16 | 13F |
| BSX | BOSTON SCIENTIFIC CORP | 0.66% | 2,950,865 | $288,092,950 | -1,230,169 | -29.42% | $97.63 | 13F |
| GILD | GILEAD SCIENCES INC | 0.66% | 2,617,172 | $290,506,092 | -1,609,799 | -38.08% | $111 | 13F |
| VIK | VIKING HOLDINGS LTD | 0.65% | 4,613,633 | $286,783,427 | -1,092,794 | -19.15% | $62.16 | 13F |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | 0.64% | 3,717,921 | $279,215,867 | -309,431 | -7.68% | $75.1 | 13F |
| MAS | MASCO CORP | 0.63% | 3,955,058 | $278,396,533 | -1,046,328 | -20.92% | $70.39 | 13F |
| WDC | WESTERN DIGITAL CORP | 0.62% | 2,270,410 | $272,585,425 | -3,265,562 | -58.99% | $120.06 | 13F |
| CVNA | CARVANA CO | 0.61% | 706,457 | $266,503,839 | 456,457 | 182.58% | $377.24 | 13F |
| CHWY | CHEWY INC | 0.6% | 6,458,085 | $261,229,538 | -480,966 | -6.93% | $40.45 | 13F |
| COF | CAPITAL ONE FINL CORP | 0.56% | 1,154,739 | $245,474,417 | -86,433 | -6.96% | $212.58 | 13F |
| HSY | HERSHEY CO | 0.52% | 1,220,992 | $228,386,554 | -11,603 | -0.94% | $187.05 | 13F |
| PEP | PEPSICO INC | 0.49% | 1,524,510 | $214,102,184 | -389,019 | -20.33% | $140.44 | 13F |
| ETSY | ETSY INC | 0.47% | 3,105,540 | $206,176,801 | -2,238,257 | -41.89% | $66.39 | 13F |
| ULTA | ULTA BEAUTY INC | 0.47% | 379,939 | $207,731,648 | 293,516 | 339.63% | $546.75 | 13F |
| T | AT&T INC | 0.46% | 7,206,768 | $203,519,128 | 213,601 | 3.05% | $28.24 | 13F |
| INTU | INTUIT | 0.43% | 273,820 | $186,994,416 | -56,334 | -17.06% | $682.91 | 13F |
| RGEN | REPLIGEN CORP | 0.42% | 1,377,104 | $184,077,492 | 440,290 | 47% | $133.67 | 13F |
| ALGN | ALIGN TECHNOLOGY INC | 0.41% | 1,429,761 | $179,034,672 | 1,429,761 | New | $125.22 | 13F |
| MDLZ | MONDELEZ INTL INC | 0.41% | 2,856,994 | $178,476,415 | -3,680,490 | -56.3% | $62.47 | 13F |
| COP | CONOCOPHILLIPS | 0.4% | 1,854,684 | $175,434,560 | 47,323 | 2.62% | $94.59 | 13F |
| FANG | DIAMONDBACK ENERGY INC | 0.4% | 1,221,650 | $174,818,115 | 209,731 | 20.73% | $143.1 | 13F |
| DG | DOLLAR GEN CORP NEW | 0.4% | 1,696,313 | $175,313,949 | -778,699 | -31.46% | $103.35 | 13F |
| PFGC | PERFORMANCE FOOD GROUP CO | 0.4% | 1,673,414 | $174,101,993 | -1,405,563 | -45.65% | $104.04 | 13F |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 0.4% | 624,525 | $174,423,587 | 624,525 | New | $279.29 | 13F |
| DHI | D R HORTON INC | 0.38% | 981,561 | $166,345,143 | 981,561 | New | $169.47 | 13F |
| ROKU | ROKU INC | 0.38% | 1,650,448 | $165,259,358 | 1,285,585 | 352.35% | $100.13 | 13F |
| DXCM | DEXCOM INC | 0.37% | 2,436,672 | $163,963,659 | 2,436,672 | New | $67.29 | 13F |
| RVMD | REVOLUTION MEDICINES INC | 0.37% | 3,437,283 | $160,521,116 | -195,669 | -5.39% | $46.7 | 13F |
| INSM | INSMED INC | 0.36% | 1,083,681 | $156,060,901 | -933,125 | -46.27% | $144.01 | 13F |
| AMD | ADVANCED MICRO DEVICES INC | 0.34% | 920,000 | $148,846,800 | | No Change | $161.79 | 13F |
| EXAS | EXACT SCIENCES CORP | 0.34% | 2,725,390 | $149,106,087 | 580,209 | 27.05% | $54.71 | 13F |
| HAL | HALLIBURTON CO | 0.34% | 5,988,407 | $147,314,812 | 5,988,407 | New | $24.6 | 13F |
| NVT | NVENT ELECTRIC PLC | 0.34% | 1,533,505 | $151,264,933 | 1,533,505 | New | $98.64 | 13F |
| HPE | HEWLETT PACKARD ENTERPRISE C | 0.33% | 5,882,232 | $144,467,618 | 5,882,232 | New | $24.56 | 13F |
| PCOR | PROCORE TECHNOLOGIES INC | 0.33% | 1,987,188 | $144,905,749 | 1,412,721 | 245.92% | $72.92 | 13F |
| UAL | UNITED AIRLS HLDGS INC | 0.33% | 1,491,352 | $143,915,468 | 427,012 | 40.12% | $96.5 | 13F |
| SPOT | SPOTIFY TECHNOLOGY S A | 0.33% | 204,542 | $142,770,316 | 204,542 | New | $698 | 13F |
| COHR | COHERENT CORP | 0.32% | 1,307,658 | $140,860,920 | 190,535 | 17.06% | $107.72 | 13F |
| MU | MICRON TECHNOLOGY INC | 0.32% | 830,000 | $138,875,600 | 830,000 | New | $167.32 | 13F |
| AZO | AUTOZONE INC | 0.31% | 31,862 | $136,695,627 | -6,027 | -15.91% | $4290.24 | 13F |
| GS | GOLDMAN SACHS GROUP INC | 0.31% | 170,000 | $135,379,500 | -45,000 | -20.93% | $796.35 | 13F |
| LITE | LUMENTUM HLDGS INC | 0.31% | 838,307 | $136,400,932 | 838,307 | New | $162.71 | 13F |
| MCO | MOODYS CORP | 0.31% | 283,744 | $135,198,341 | 219,251 | 339.96% | $476.48 | 13F |
| NOC | NORTHROP GRUMMAN CORP | 0.31% | 225,300 | $137,279,796 | 225,300 | New | $609.32 | 13F |
| PSX | PHILLIPS 66 | 0.31% | 999,000 | $135,883,980 | 287,401 | 40.39% | $136.02 | 13F |
| TSCO | TRACTOR SUPPLY CO | 0.31% | 2,421,674 | $137,720,600 | 2,143,627 | 770.96% | $56.87 | 13F |
| FERG | FERGUSON ENTERPRISES INC | 0.3% | 582,545 | $130,827,956 | -75,551 | -11.48% | $224.58 | 13F |
| LYV | LIVE NATION ENTERTAINMENT IN | 0.3% | 814,163 | $133,034,234 | 456,373 | 127.55% | $163.4 | 13F |
| QCOM | QUALCOMM INC | 0.3% | 790,000 | $131,424,400 | 790,000 | New | $166.36 | 13F |
| CVS | CVS HEALTH CORP | 0.29% | 1,668,227 | $125,767,634 | -705,715 | -29.73% | $75.39 | 13F |
| DOW | DOW INC | 0.29% | 5,498,518 | $126,081,018 | 5,498,518 | New | $22.93 | 13F |
| RTX | RTX CORPORATION | 0.29% | 752,531 | $125,921,012 | -112,694 | -13.02% | $167.33 | 13F |
| LIN | LINDE PLC | 0.29% | 265,796 | $126,253,100 | 160,000 | 151.23% | $475 | 13F |
| TEL | TE CONNECTIVITY PLC | 0.29% | 580,570 | $127,452,532 | 508,976 | 710.92% | $219.53 | 13F |
| ATI | ATI INC | 0.28% | 1,534,114 | $124,784,833 | 929,333 | 153.66% | $81.34 | 13F |
| POST | POST HLDGS INC | 0.28% | 1,148,277 | $123,416,812 | -329,069 | -22.27% | $107.48 | 13F |
| FN | FABRINET | 0.28% | 342,402 | $124,846,617 | 342,402 | New | $364.62 | 13F |
| AN | AUTONATION INC | 0.27% | 548,677 | $120,034,067 | 151,966 | 38.31% | $218.77 | 13F |
| COO | COOPER COS INC | 0.27% | 1,717,723 | $117,767,089 | -328,977 | -16.07% | $68.56 | 13F |
| LOW | LOWES COS INC | 0.27% | 470,000 | $118,115,700 | 470,000 | New | $251.31 | 13F |
| SHEL | SHELL PLC | 0.27% | 1,651,115 | $118,104,256 | -1,359,605 | -45.16% | $71.53 | 13F |
| AFRM | AFFIRM HLDGS INC | 0.26% | 1,545,605 | $112,952,813 | 642,538 | 71.15% | $73.08 | 13F |
| LLY | ELI LILLY & CO | 0.26% | 149,593 | $114,139,459 | -530,106 | -77.99% | $763 | 13F |
| MCD | MCDONALDS CORP | 0.26% | 379,783 | $115,412,256 | 379,783 | New | $303.89 | 13F |
| WIX | WIX COM LTD | 0.26% | 652,943 | $115,982,265 | 652,943 | New | $177.63 | 13F |
| CELH | CELSIUS HLDGS INC | 0.25% | 1,897,124 | $109,065,659 | -210,917 | -10.01% | $57.49 | 13F |
| LNG | CHENIERE ENERGY INC | 0.25% | 460,422 | $108,189,962 | 19,722 | 4.48% | $234.98 | 13F |
| GD | GENERAL DYNAMICS CORP | 0.25% | 328,115 | $111,887,215 | 328,115 | New | $341 | 13F |
| W | WAYFAIR INC | 0.25% | 1,250,707 | $111,725,656 | -43,350 | -3.35% | $89.33 | 13F |
| WFRD | WEATHERFORD INTL PLC | 0.25% | 1,609,096 | $110,110,439 | -36,938 | -2.24% | $68.43 | 13F |
| BAC | BANK AMERICA CORP | 0.24% | 2,067,045 | $106,638,852 | -1,392,675 | -40.25% | $51.59 | 13F |
| OVV | OVINTIV INC | 0.24% | 2,619,615 | $105,780,054 | 126,245 | 5.06% | $40.38 | 13F |
| PH | PARKER-HANNIFIN CORP | 0.24% | 136,988 | $103,857,452 | -196,862 | -58.97% | $758.15 | 13F |
| AVGO | BROADCOM INC | 0.23% | 312,376 | $103,055,966 | 262,265 | 523.37% | $329.91 | 13F |
| CDW | CDW CORP | 0.23% | 625,951 | $99,701,475 | -1,396,059 | -69.04% | $159.28 | 13F |
| CNM | CORE & MAIN INC | 0.23% | 1,871,906 | $100,764,700 | 1,871,906 | New | $53.83 | 13F |
| LPLA | LPL FINL HLDGS INC | 0.23% | 298,873 | $99,432,058 | 30,425 | 11.33% | $332.69 | 13F |
| NKE | NIKE INC | 0.23% | 1,471,973 | $102,640,677 | 572,702 | 63.69% | $69.73 | 13F |
| PNC | PNC FINL SVCS GROUP INC | 0.23% | 491,585 | $98,774,174 | 406,176 | 475.57% | $200.93 | 13F |
| ECL | ECOLAB INC | 0.22% | 356,621 | $97,664,227 | 356,621 | New | $273.86 | 13F |
| MTCH | MATCH GROUP INC NEW | 0.22% | 2,741,573 | $96,832,358 | 2,635,085 | 2474.54% | $35.32 | 13F |
| EXE | EXPAND ENERGY CORPORATION | 0.21% | 867,262 | $92,137,915 | 867,262 | New | $106.24 | 13F |
| GE | GE AEROSPACE | 0.21% | 306,877 | $92,314,739 | -685,439 | -69.07% | $300.82 | 13F |
| CART | MAPLEBEAR INC | 0.21% | 2,452,850 | $90,166,766 | 2,452,850 | New | $36.76 | 13F |
| SRRK | SCHOLAR ROCK HLDG CORP | 0.21% | 2,461,596 | $91,669,835 | 2,461,596 | New | $37.24 | 13F |
| WAT | WATERS CORP | 0.21% | 308,491 | $92,488,687 | 308,491 | New | $299.81 | 13F |
| COR | CENCORA INC (Call) | 0.21% | 295,200 | $92,258,856 | 295,200 | New | $312.53 | 13F |
| CAT | CATERPILLAR INC (Call) | 0.2% | 180,000 | $85,887,000 | 180,000 | New | $477.15 | 13F |
| APP | APPLOVIN CORP | 0.19% | 115,882 | $83,265,852 | 59,608 | 105.92% | $718.54 | 13F |
| CDNS | CADENCE DESIGN SYSTEM INC | 0.19% | 237,480 | $83,417,225 | 15,650 | 7.05% | $351.26 | 13F |
| IRTC | IRHYTHM TECHNOLOGIES INC | 0.19% | 473,280 | $81,399,427 | 160,186 | 51.16% | $171.99 | 13F |
| PANW | PALO ALTO NETWORKS INC | 0.19% | 415,570 | $84,618,363 | 415,570 | New | $203.62 | 13F |
| REGN | REGENERON PHARMACEUTICALS | 0.19% | 151,733 | $85,314,914 | 151,733 | New | $562.27 | 13F |
| CRWV | COREWEAVE INC | 0.18% | 583,075 | $79,793,814 | 583,075 | New | $136.85 | 13F |
| KKR | KKR & CO INC | 0.18% | 616,843 | $80,158,748 | -197,678 | -24.27% | $129.95 | 13F |
| KMI | KINDER MORGAN INC DEL | 0.18% | 2,743,279 | $77,662,228 | 2,743,279 | New | $28.31 | 13F |
| PEN | PENUMBRA INC | 0.18% | 310,219 | $78,584,677 | 310,219 | New | $253.32 | 13F |
| XPO | XPO INC (Call) | 0.18% | 600,000 | $77,562,000 | 600,000 | New | $129.27 | 13F |
| XENE | XENON PHARMACEUTICALS INC | 0.18% | 1,976,553 | $79,358,603 | 167,078 | 9.23% | $40.15 | 13F |
| JAZZ | JAZZ PHARMACEUTICALS PLC | 0.18% | 605,109 | $79,753,366 | 135,367 | 28.82% | $131.8 | 13F |
| CME | CME GROUP INC | 0.17% | 268,588 | $72,569,792 | 268,588 | New | $270.19 | 13F |
| NUE | NUCOR CORP | 0.17% | 548,911 | $74,339,017 | 326,572 | 146.88% | $135.43 | 13F |
| SLB | SCHLUMBERGER LTD | 0.17% | 2,112,378 | $72,602,432 | 2,112,378 | New | $34.37 | 13F |
| SCHW | SCHWAB CHARLES CORP | 0.17% | 803,609 | $76,720,551 | -744,226 | -48.08% | $95.47 | 13F |
| UHS | UNIVERSAL HLTH SVCS INC | 0.17% | 358,885 | $73,370,449 | 259,861 | 262.42% | $204.44 | 13F |
| ALKS | ALKERMES PLC | 0.17% | 2,469,030 | $74,070,900 | -384,738 | -13.48% | $30 | 13F |
| AVTR | AVANTOR INC | 0.16% | 5,493,677 | $68,561,089 | 4,040,154 | 277.96% | $12.48 | 13F |
| MS | MORGAN STANLEY | 0.16% | 453,461 | $72,082,161 | 449,677 | 11883.6% | $158.96 | 13F |
| ICLR | ICON PLC | 0.16% | 392,506 | $68,688,550 | -287,221 | -42.26% | $175 | 13F |
| NU | NU HLDGS LTD | 0.16% | 4,300,000 | $68,843,000 | | No Change | $16.01 | 13F |
| DDOG | DATADOG INC | 0.15% | 447,475 | $63,720,440 | -248,097 | -35.67% | $142.4 | 13F |
| DD | DUPONT DE NEMOURS INC | 0.15% | 842,147 | $65,603,251 | -1,556,140 | -64.89% | $77.9 | 13F |
| LII | LENNOX INTL INC | 0.15% | 125,005 | $66,172,647 | 125,005 | New | $529.36 | 13F |
| RRC | RANGE RES CORP | 0.15% | 1,768,330 | $66,559,941 | 1,768,330 | New | $37.64 | 13F |
| SLNO | SOLENO THERAPEUTICS INC | 0.15% | 997,069 | $67,401,864 | -155,979 | -13.53% | $67.6 | 13F |
| WLK | WESTLAKE CORPORATION | 0.15% | 854,184 | $65,823,419 | 696,029 | 440.09% | $77.06 | 13F |
| AMG | AFFILIATED MANAGERS GROUP IN | 0.14% | 253,935 | $60,545,722 | 152,982 | 151.54% | $238.43 | 13F |
| DTM | DT MIDSTREAM INC | 0.14% | 554,059 | $62,641,911 | 299,609 | 117.75% | $113.06 | 13F |
| SSB | SOUTHSTATE BK CORP | 0.14% | 624,573 | $61,751,533 | 624,573 | New | $98.87 | 13F |
| VRT | VERTIV HOLDINGS CO | 0.14% | 410,676 | $61,954,581 | -425,195 | -50.87% | $150.86 | 13F |
| ANET | ARISTA NETWORKS INC | 0.13% | 387,315 | $56,435,669 | -2,031,325 | -83.99% | $145.71 | 13F |
| BLK | BLACKROCK INC | 0.13% | 48,397 | $56,424,610 | 48,397 | New | $1165.87 | 13F |
| PRMB | PRIMO BRANDS CORPORATION | 0.13% | 2,495,912 | $55,159,655 | 2,495,912 | New | $22.1 | 13F |
| SE | SEA LTD | 0.13% | 314,500 | $56,210,585 | 314,500 | New | $178.73 | 13F |
| IVZ | INVESCO LTD | 0.13% | 2,428,894 | $55,718,828 | 2,428,894 | New | $22.94 | 13F |
| CBOE | CBOE GLOBAL MKTS INC | 0.12% | 212,768 | $52,181,352 | 63,475 | 42.52% | $245.25 | 13F |
| CMI | CUMMINS INC | 0.12% | 121,479 | $51,309,085 | -236,299 | -66.05% | $422.37 | 13F |
| GNRC | GENERAC HLDGS INC | 0.12% | 312,652 | $52,337,945 | -43,971 | -12.33% | $167.4 | 13F |
| MRK | MERCK & CO INC | 0.12% | 646,011 | $54,219,703 | 646,011 | New | $83.93 | 13F |
| NTRA | NATERA INC | 0.12% | 321,977 | $51,828,638 | -250,855 | -43.79% | $160.97 | 13F |
| RBA | RB GLOBAL INC | 0.12% | 490,132 | $53,110,704 | 490,132 | New | $108.36 | 13F |
| ROP | ROPER TECHNOLOGIES INC | 0.12% | 105,398 | $52,560,929 | 100,798 | 2191.26% | $498.69 | 13F |
| WMB | WILLIAMS COS INC | 0.12% | 836,154 | $52,970,356 | 16,494 | 2.01% | $63.35 | 13F |
| AKRO | AKERO THERAPEUTICS INC | 0.11% | 1,055,186 | $50,100,231 | -20,456 | -1.9% | $47.48 | 13F |
| CLS | CELESTICA INC | 0.11% | 189,129 | $46,597,603 | 69,981 | 58.73% | $246.38 | 13F |
| CDTX | CIDARA THERAPEUTICS INC | 0.11% | 487,233 | $46,657,432 | 487,233 | New | $95.76 | 13F |
| FIS | FIDELITY NATL INFORMATION SV | 0.11% | 713,284 | $47,033,947 | 77,908 | 12.26% | $65.94 | 13F |
| KYMR | KYMERA THERAPEUTICS INC | 0.11% | 840,333 | $47,562,848 | 840,333 | New | $56.6 | 13F |
| MKTX | MARKETAXESS HLDGS INC | 0.11% | 280,445 | $48,867,541 | 203,871 | 266.24% | $174.25 | 13F |
| MCK | MCKESSON CORP | 0.11% | 63,820 | $49,303,503 | -316,205 | -83.21% | $772.54 | 13F |
| MELI | MERCADOLIBRE INC | 0.11% | 20,000 | $46,738,800 | -7,958 | -28.46% | $2336.94 | 13F |
| MPWR | MONOLITHIC PWR SYS INC | 0.11% | 51,171 | $47,110,069 | 51,171 | New | $920.64 | 13F |
| NRG | NRG ENERGY INC | 0.11% | 294,626 | $47,714,681 | -1,149,645 | -79.6% | $161.95 | 13F |
| NKE | NIKE INC (Call) | 0.11% | 716,300 | $49,947,599 | 716,300 | New | $69.73 | 13F |
| PTEN | PATTERSON-UTI ENERGY INC | 0.11% | 9,228,022 | $47,801,154 | 5,891,956 | 176.61% | $5.18 | 13F |
| TMO | THERMO FISHER SCIENTIFIC INC | 0.11% | 96,292 | $46,703,546 | 96,292 | New | $485.02 | 13F |
| TDG | TRANSDIGM GROUP INC | 0.11% | 37,092 | $48,887,998 | -104,951 | -73.89% | $1318.02 | 13F |
| WST | WEST PHARMACEUTICAL SVSC INC | 0.11% | 187,111 | $49,084,829 | 187,111 | New | $262.33 | 13F |
| XPO | XPO INC | 0.11% | 362,411 | $46,848,870 | -495,836 | -57.77% | $129.27 | 13F |
| FTNT | FORTINET INC | 0.11% | 563,000 | $47,337,040 | | No Change | $84.08 | 13F |
| STE | STERIS PLC | 0.11% | 200,045 | $49,499,135 | 181,482 | 977.65% | $247.44 | 13F |
| BIRK | BIRKENSTOCK HOLDING PLC | 0.11% | 1,083,611 | $49,033,398 | -664,737 | -38.02% | $45.25 | 13F |
| CG | CARLYLE GROUP INC | 0.1% | 718,562 | $45,053,837 | 52,686 | 7.91% | $62.7 | 13F |
| DNLI | DENALI THERAPEUTICS INC | 0.1% | 3,135,712 | $45,530,538 | 2,732,540 | 677.76% | $14.52 | 13F |
| ELAN | ELANCO ANIMAL HEALTH INC | 0.1% | 2,093,054 | $42,154,108 | -793,240 | -27.48% | $20.14 | 13F |
| GKOS | GLAUKOS CORP | 0.1% | 547,052 | $44,612,091 | -498,834 | -47.69% | $81.55 | 13F |
| MLYS | MINERALYS THERAPEUTICS INC | 0.1% | 1,205,377 | $45,707,896 | 1,205,377 | New | $37.92 | 13F |
| NVR | NVR INC | 0.1% | 5,471 | $43,957,625 | -4,573 | -45.53% | $8034.66 | 13F |
| RBRK | RUBRIK INC. | 0.1% | 525,000 | $43,181,250 | | No Change | $82.25 | 13F |
| STUB | STUBHUB HLDGS INC | 0.1% | 2,517,239 | $42,390,305 | 2,517,239 | New | $16.84 | 13F |
| SU | SUNCOR ENERGY INC NEW | 0.1% | 1,046,747 | $43,764,492 | -154,381 | -12.85% | $41.81 | 13F |
| VEEV | VEEVA SYS INC | 0.1% | 152,538 | $45,442,596 | 152,538 | New | $297.91 | 13F |
| WBS | WEBSTER FINL CORP | 0.1% | 744,510 | $44,253,674 | 744,510 | New | $59.44 | 13F |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 0.1% | 188,008 | $44,381,168 | -40,405 | -17.69% | $236.06 | 13F |
| ABVX | ABIVAX SA | 0.09% | 461,301 | $39,164,455 | 461,301 | New | $84.9 | 13F |
| RBLX | ROBLOX CORP | 0.09% | 285,719 | $39,577,796 | -217,850 | -43.26% | $138.52 | 13F |
| WSO | WATSCO INC | 0.09% | 99,389 | $40,182,973 | 42,903 | 75.95% | $404.3 | 13F |
| AA | ALCOA CORP | 0.08% | 1,023,813 | $33,673,210 | 295,482 | 40.57% | $32.89 | 13F |
| BJ | BJS WHSL CLUB HLDGS INC | 0.08% | 393,991 | $36,739,661 | 393,991 | New | $93.25 | 13F |
| CAVA | CAVA GROUP INC | 0.08% | 588,800 | $35,569,408 | -31,518 | -5.08% | $60.41 | 13F |
| CIEN | CIENA CORP | 0.08% | 253,415 | $36,914,963 | 253,415 | New | $145.67 | 13F |
| LHX | L3HARRIS TECHNOLOGIES INC | 0.08% | 108,188 | $33,041,697 | 108,188 | New | $305.41 | 13F |
| LRCX | LAM RESEARCH CORP | 0.08% | 276,208 | $36,984,251 | -633,212 | -69.63% | $133.9 | 13F |
| LVS | LAS VEGAS SANDS CORP | 0.08% | 655,960 | $35,284,088 | 554,826 | 548.6% | $53.79 | 13F |
| MNST | MONSTER BEVERAGE CORP NEW | 0.08% | 526,883 | $35,464,495 | 526,883 | New | $67.31 | 13F |
| OXY | OCCIDENTAL PETE CORP | 0.08% | 741,726 | $35,046,554 | 682,320 | 1148.57% | $47.25 | 13F |
| SPY | SPDR S&P 500 ETF TR | 0.08% | 51,395 | $34,238,321 | 39,203 | 321.55% | $666.18 | 13F |
| TRIP | TRIPADVISOR INC | 0.08% | 2,210,903 | $35,949,283 | 972,369 | 78.51% | $16.26 | 13F |
| VLY | VALLEY NATL BANCORP | 0.08% | 3,263,507 | $34,593,174 | 3,263,507 | New | $10.6 | 13F |
| Z | ZILLOW GROUP INC | 0.08% | 439,528 | $33,865,632 | -374,475 | -46% | $77.05 | 13F |
| ALAB | ASTERA LABS INC | 0.07% | 164,964 | $32,299,951 | -452,450 | -73.28% | $195.8 | 13F |
| WRB | BERKLEY W R CORP | 0.07% | 386,864 | $29,641,520 | -16,248 | -4.03% | $76.62 | 13F |
| BRO | BROWN & BROWN INC | 0.07% | 323,374 | $30,329,247 | -283,053 | -46.68% | $93.79 | 13F |
| CE | CELANESE CORP DEL | 0.07% | 693,796 | $29,194,936 | 622,460 | 872.57% | $42.08 | 13F |
| CHD | CHURCH & DWIGHT CO INC | 0.07% | 339,612 | $29,760,200 | 339,612 | New | $87.63 | 13F |
| DHI | D R HORTON INC (Call) | 0.07% | 180,000 | $30,504,600 | 180,000 | New | $169.47 | 13F |
| NVST | ENVISTA HOLDINGS CORPORATION | 0.07% | 1,572,229 | $32,026,305 | -676,289 | -30.08% | $20.37 | 13F |
| FNB | F N B CORP | 0.07% | 1,967,399 | $31,694,798 | 1,557,770 | 380.29% | $16.11 | 13F |
| FHN | FIRST HORIZON CORPORATION | 0.07% | 1,334,163 | $30,165,425 | 488,604 | 57.78% | $22.61 | 13F |
| FUTU | FUTU HLDGS LTD | 0.07% | 166,800 | $29,008,188 | 166,800 | New | $173.91 | 13F |
| MA | MASTERCARD INCORPORATED | 0.07% | 53,976 | $30,702,089 | -340,392 | -86.31% | $568.81 | 13F |
| PFSI | PENNYMAC FINL SVCS INC NEW | 0.07% | 245,268 | $30,383,800 | 235,376 | 2379.46% | $123.88 | 13F |
| TLN | TALEN ENERGY CORP | 0.07% | 69,554 | $29,586,881 | -104,292 | -59.99% | $425.38 | 13F |
| TXRH | TEXAS ROADHOUSE INC | 0.07% | 197,902 | $32,881,417 | 197,902 | New | $166.15 | 13F |
| TEAM | ATLASSIAN CORPORATION | 0.06% | 157,841 | $25,207,208 | 157,841 | New | $159.7 | 13F |
| CASY | CASEYS GEN STORES INC | 0.06% | 44,589 | $25,207,053 | -105,486 | -70.29% | $565.32 | 13F |
| CVE | CENOVUS ENERGY INC | 0.06% | 1,423,595 | $24,186,879 | -818,679 | -36.51% | $16.99 | 13F |
| KVUE | KENVUE INC (Call) | 0.06% | 1,500,000 | $24,345,000 | -2,286,400 | -60.38% | $16.23 | 13F |
| TTAN | SERVICETITAN INC | 0.06% | 240,031 | $24,202,326 | 50,031 | 26.33% | $100.83 | 13F |
| SNAP | SNAP INC | 0.06% | 3,560,234 | $27,449,404 | 3,202,737 | 895.88% | $7.71 | 13F |
| TPG | TPG INC | 0.06% | 485,278 | $27,879,221 | -10,752 | -2.17% | $57.45 | 13F |
| UNP | UNION PAC CORP | 0.06% | 104,092 | $24,604,226 | 104,092 | New | $236.37 | 13F |
| VALE | VALE S A | 0.06% | 2,304,517 | $25,027,055 | 2,304,517 | New | $10.86 | 13F |
| VST | VISTRA CORP | 0.06% | 130,364 | $25,540,915 | 130,364 | New | $195.92 | 13F |
| SN | SHARKNINJA INC | 0.06% | 256,149 | $26,421,769 | -57,261 | -18.27% | $103.15 | 13F |
| CB | CHUBB LIMITED | 0.06% | 99,872 | $28,188,872 | 99,872 | New | $282.25 | 13F |
| ALLY | ALLY FINL INC | 0.05% | 579,164 | $22,703,229 | 30,979 | 5.65% | $39.2 | 13F |
| BKNG | BOOKING HOLDINGS INC | 0.05% | 3,728 | $20,128,479 | -47,313 | -92.7% | $5399.27 | 13F |
| CHTR | CHARTER COMMUNICATIONS INC N | 0.05% | 85,251 | $23,452,976 | -282,356 | -76.81% | $275.1 | 13F |
| DIS | DISNEY WALT CO | 0.05% | 182,900 | $20,942,050 | 182,900 | New | $114.5 | 13F |
| DUOL | DUOLINGO INC | 0.05% | 62,569 | $20,137,207 | 62,569 | New | $321.84 | 13F |
| GLIBK | GCI LIBERTY INC | 0.05% | 600,000 | $22,362,000 | 600,000 | New | $37.27 | 13F |
