The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBVIE INC COM 00287Y109   40,562,052 301,457 SH   SOLE   301,457 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   19,714,726 63,973 SH   SOLE   63,973 0 0
ACTIVISION BLIZZARD INC COM 00507V109   23,388,140 278,000 SH Call SOLE   278,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109   60,493,424 719,047 SH   SOLE   719,047 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101   18,865,738 38,632 SH   SOLE   38,632 0 0
ADVANCED MICRO DEVICES INC COM 007903107   44,328,098 401,559 SH   SOLE   401,559 0 0
AEHR TEST SYS COM 00760J108   558,815 13,559 SH   SOLE   13,559 0 0
AGCO CORP COM 001084102   4,423,848 33,707 SH   SOLE   33,707 0 0
AGILENT TECHNOLOGIES INC COM 00846U101   14,507,034 120,800 SH   SOLE   120,800 0 0
ALASKA AIR GROUP INC COM 011659109   4,629,765 87,175 SH   SOLE   87,175 0 0
ALPHABET INC CAP STK CL C 02079K107   158,185,431 1,309,346 SH   SOLE   1,309,346 0 0
ALPHABET INC CAP STK CL A 02079K305   61,816,813 504,380 SH   SOLE   504,380 0 0
ALTRIA GROUP INC COM 02209S103   9,703,625 214,495 SH   SOLE   214,495 0 0
AMAZON COM INC COM 023135106   313,891,814 2,410,675 SH   SOLE   2,410,675 0 0
AMERICAN INTL GROUP INC COM NEW 026874784   7,939,150 138,161 SH   SOLE   138,161 0 0
AMERISOURCEBERGEN CORP COM 03073E105   4,457,827 23,197 SH   SOLE   23,197 0 0
ANSYS INC COM 03662Q105   23,186,032 70,296 SH   SOLE   70,296 0 0
AON PLC SHS CL A G0403H108   90,677,372 262,945 SH   SOLE   262,945 0 0
APPLE INC COM 037833100   164,022,352 846,704 SH   SOLE   846,704 0 0
ARCHER DANIELS MIDLAND CO COM 039483102   23,187,428 307,278 SH   SOLE   307,278 0 0
AUTOLIV INC COM 052800109   14,447,785 169,981 SH   SOLE   169,981 0 0
AUTOZONE INC COM 053332102   65,577,262 26,328 SH   SOLE   26,328 0 0
AVANTOR INC COM 05352A100   92,227,280 4,494,934 SH   SOLE   4,494,934 0 0
AVERY DENNISON CORP COM 053611109   18,565,971 108,207 SH   SOLE   108,207 0 0
AXCELIS TECHNOLOGIES INC COM NEW 054540208   4,783,822 26,129 SH   SOLE   26,129 0 0
AXON ENTERPRISE INC COM 05464C101   42,134,363 216,140 SH   SOLE   216,140 0 0
AZEK CO INC CL A 05478C105   39,678,527 1,310,934 SH   SOLE   1,310,934 0 0
BAKER HUGHES COMPANY CL A 05722G100   46,026,360 1,457,977 SH   SOLE   1,457,977 0 0
BEAZER HOMES USA INC COM NEW 07556Q881   4,035,566 142,841 SH   SOLE   142,841 0 0
BELDEN INC COM 077454106   1,977,784 20,705 SH   SOLE   20,705 0 0
BELLRING BRANDS INC COMMON STOCK 07831C103   26,498,271 724,660 SH   SOLE   724,660 0 0
BIOXCEL THERAPEUTICS INC COM 09075P105   5,954,582 895,048 SH   SOLE   895,048 0 0
BLACKSTONE INC COM 09260D107   39,388,497 424,224 SH   SOLE   424,224 0 0
BLOOMIN BRANDS INC COM 094235108   1,731,977 64,496 SH   SOLE   64,496 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106   16,980,256 152,230 SH   SOLE   152,230 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   2,585,616 40,486 SH   SOLE   40,486 0 0
BROADCOM INC COM 11135F101   63,240,268 73,001 SH   SOLE   73,001 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   141,220,432 1,039,552 SH   SOLE   1,039,552 0 0
BURLINGTON STORES INC COM 122017106   30,617,538 194,678 SH   SOLE   194,678 0 0
BWX TECHNOLOGIES INC COM 05605H100   4,901,348 68,575 SH   SOLE   68,575 0 0
CAMECO CORP COM 13321L108   10,681,176 341,369 SH   SOLE   341,369 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107   5,744,997 160,154 SH   SOLE   160,154 0 0
CARDINAL HEALTH INC COM 14149Y108   4,456,978 47,192 SH   SOLE   47,192 0 0
CHUBB LIMITED COM H1467J104   10,118,568 52,618 SH   SOLE   52,618 0 0
CHURCHILL DOWNS INC COM 171484108   64,715,162 465,433 SH   SOLE   465,433 0 0
CIENA CORP COM NEW 171779309   7,204,613 172,071 SH   SOLE   172,071 0 0
CISCO SYS INC COM 17275R102   9,819,258 190,035 SH   SOLE   190,035 0 0
CITIGROUP INC COM NEW 172967424   4,480,065 97,429 SH   SOLE   97,429 0 0
CLEAN HARBORS INC COM 184496107   168,756,430 1,027,362 SH   SOLE   1,027,362 0 0
COCA COLA CO COM 191216100   7,543,952 125,441 SH   SOLE   125,441 0 0
COMCAST CORP NEW CL A 20030N101   6,087,356 146,703 SH   SOLE   146,703 0 0
COMFORT SYS USA INC COM 199908104   27,309,837 166,473 SH   SOLE   166,473 0 0
CONSTELLATION ENERGY CORP COM 21037T109   234,163,721 2,560,603 SH   SOLE   2,560,603 0 0
COPART INC COM 217204106   45,846,637 503,218 SH   SOLE   503,218 0 0
COTY INC COM CL A 222070203   37,876,885 3,084,747 SH   SOLE   3,084,747 0 0
CSX CORP COM 126408103   108,043,356 3,172,388 SH   SOLE   3,172,388 0 0
CVS HEALTH CORP COM 126650100   10,615,517 153,757 SH   SOLE   153,757 0 0
DARLING INGREDIENTS INC COM 237266101   25,579,766 401,370 SH   SOLE   401,370 0 0
DEXCOM INC COM 252131107   55,070,079 429,079 SH   SOLE   429,079 0 0
DIGITAL TURBINE INC COM NEW 25400W102   9,422,512 1,016,285 SH   SOLE   1,016,285 0 0
DOLLAR TREE INC COM 256746108   7,975,396 55,606 SH   SOLE   55,606 0 0
DOW INC COM 260557103   89,433,735 1,693,500 SH Call SOLE   1,693,500 0 0
EAGLE MATLS INC COM 26969P108   193,109,027 1,036,999 SH   SOLE   1,036,999 0 0
ELEVANCE HEALTH INC COM 036752103   19,209,726 43,259 SH   SOLE   43,259 0 0
ENERGY RECOVERY INC COM 29270J100   719,496 25,765 SH   SOLE   25,765 0 0
ENOVIS CORPORATION COM 194014502   21,857,232 341,192 SH   SOLE   341,192 0 0
ENVISTA HOLDINGS CORPORATION COM 29415F104   9,228,512 272,961 SH   SOLE   272,961 0 0
EQT CORP COM 26884L109   8,436,432 205,391 SH   SOLE   205,391 0 0
EQUIFAX INC COM 294429105   55,450,921 235,887 SH   SOLE   235,887 0 0
EVERBRIDGE INC COM 29978A104   297,037 11,052 SH   SOLE   11,052 0 0
EXXON MOBIL CORP COM 30231G102   36,857,122 344,106 SH   SOLE   344,106 0 0
FERGUSON PLC NEW SHS G3421J106   49,126,207 312,610 SH   SOLE   312,610 0 0
FIRST INDL RLTY TR INC COM 32054K103   35,155,645 668,463 SH   SOLE   668,463 0 0
FIRST SOLAR INC COM 336433107   13,139,288 69,210 SH   SOLE   69,210 0 0
FLUOR CORP NEW COM 343412102   5,213,809 176,371 SH   SOLE   176,371 0 0
FRANCO NEV CORP COM 351858105   14,843,835 104,084 SH   SOLE   104,084 0 0
FREEPORT-MCMORAN INC CL B 35671D857   8,085,276 202,395 SH   SOLE   202,395 0 0
GARTNER INC COM 366651107   87,800,984 250,915 SH   SOLE   250,915 0 0
GENERAL MTRS CO COM 37045V100   2,753,313 71,499 SH   SOLE   71,499 0 0
GILEAD SCIENCES INC COM 375558103   77,310,294 1,004,215 SH   SOLE   1,004,215 0 0
HALLIBURTON CO COM 406216101   18,283,452 554,944 SH   SOLE   554,944 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104   10,896,866 151,506 SH   SOLE   151,506 0 0
HERSHEY CO COM 427866108   8,286,432 33,230 SH   SOLE   33,230 0 0
HESS CORP COM 42809H107   62,049,025 456,954 SH   SOLE   456,954 0 0
HOLOGIC INC COM 436440101   1,601,628 19,798 SH   SOLE   19,798 0 0
HOSTESS BRANDS INC CL A 44109J106   63,961,542 2,528,427 SH   SOLE   2,528,427 0 0
HUMANA INC COM 444859102   24,839,222 55,626 SH   SOLE   55,626 0 0
ICON PLC SHS G4705A100   21,623,787 86,470 SH   SOLE   86,470 0 0
INDIVIOR PLC ORD G4766E116   72,945,161 3,151,563 SH   SOLE   3,151,563 0 0
INFOSYS LTD SPONSORED ADR 456788108   1,007,477 62,693 SH   SOLE   62,693 0 0
INSULET CORP COM 45784P101   1,313,953 4,561 SH   SOLE   4,561 0 0
INTEL CORP COM 458140100   10,867,057 325,402 SH   SOLE   325,402 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   128,122,789 1,134,267 SH   SOLE   1,134,267 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   8,171,832 61,150 SH   SOLE   61,150 0 0
INTUIT COM 461202103   68,707,092 150,120 SH   SOLE   150,120 0 0
IQVIA HLDGS INC COM 46266C105   1,567,060 6,978 SH   SOLE   6,978 0 0
JABIL INC COM 466313103   18,592,127 172,420 SH   SOLE   172,420 0 0
JACOBS SOLUTIONS INC COM 46982L108   31,826,688 274,368 SH   SOLE   274,368 0 0
JOHNSON & JOHNSON COM 478160104   45,308,288 274,091 SH   SOLE   274,091 0 0
JPMORGAN CHASE & CO COM 46625H100   13,503,905 92,973 SH   SOLE   92,973 0 0
KLA CORP COM NEW 482480100   24,122,204 49,799 SH   SOLE   49,799 0 0
KRAFT HEINZ CO COM 500754106   90,140,177 2,542,475 SH   SOLE   2,542,475 0 0
LAM RESEARCH CORP COM 512807108   54,998,635 85,643 SH   SOLE   85,643 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104   33,154,831 345,427 SH   SOLE   345,427 0 0
LAUDER ESTEE COS INC CL A 518439104   20,654,869 105,317 SH   SOLE   105,317 0 0
LILLY ELI & CO COM 532457108   54,233,283 115,791 SH   SOLE   115,791 0 0
LINDE PLC SHS G54950103   83,951,029 237,190 SH   SOLE   237,190 0 0
LPL FINL HLDGS INC COM 50212V100   62,746,981 288,848 SH   SOLE   288,848 0 0
MARSH & MCLENNAN COS INC COM 571748102   31,459,303 167,483 SH   SOLE   167,483 0 0
MASTERCARD INCORPORATED CL A 57636Q104   30,305,403 77,156 SH   SOLE   77,156 0 0
MCDONALDS CORP COM 580135101   3,591,924 12,053 SH   SOLE   12,053 0 0
MCKESSON CORP COM 58155Q103   127,573,206 298,895 SH   SOLE   298,895 0 0
MERCK & CO INC COM 58933Y105   66,233,146 574,748 SH   SOLE   574,748 0 0
META PLATFORMS INC CL A 30303M102   259,455,315 910,753 SH   SOLE   910,753 0 0
METLIFE INC COM 59156R108   10,105,729 179,007 SH   SOLE   179,007 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105   18,950,464 14,467 SH   SOLE   14,467 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   10,866,598 121,455 SH   SOLE   121,455 0 0
MICRON TECHNOLOGY INC COM 595112103   7,645,853 121,213 SH   SOLE   121,213 0 0
MICROSOFT CORP COM 594918104   446,935,385 1,313,927 SH   SOLE   1,313,927 0 0
MINISO GROUP HLDG LTD SPONSORED ADS 66981J102   5,830,473 343,595 SH   SOLE   343,595 0 0
MONDELEZ INTL INC CL A 609207105   75,484,865 1,035,976 SH   SOLE   1,035,976 0 0
MONTROSE ENVIRONMENTAL GROUP COM 615111101   844,312 20,063 SH   SOLE   20,063 0 0
MOODYS CORP COM 615369105   95,492,804 274,937 SH   SOLE   274,937 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307   16,696,406 57,000 SH   SOLE   57,000 0 0
NATERA INC COM 632307104   27,348,447 562,550 SH   SOLE   562,550 0 0
NETFLIX INC COM 64110L106   13,509,638 32,391 SH   SOLE   32,391 0 0
NEXTERA ENERGY INC COM 65339F101   3,932,897 53,004 SH   SOLE   53,004 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106   47,809,168 816,118 SH   SOLE   816,118 0 0
NIKE INC CL B 654106103   44,652,700 405,001 SH   SOLE   405,001 0 0
NORFOLK SOUTHN CORP COM 655844108   27,286,072 120,391 SH   SOLE   120,391 0 0
NOV INC COM 62955J103   12,409,817 774,388 SH   SOLE   774,388 0 0
NVENT ELECTRIC PLC SHS G6700G107   45,462,915 880,682 SH   SOLE   880,682 0 0
NVIDIA CORPORATION COM 67066G104   204,514,846 484,529 SH   SOLE   484,529 0 0
NVIDIA CORPORATION COM 67066G104   35,835,441 84,900 SH Call SOLE   84,900 0 0
OKTA INC CL A 679295105   25,805,914 372,450 SH   SOLE   372,450 0 0
OMNICOM GROUP INC COM 681919106   27,861,985 293,210 SH   SOLE   293,210 0 0
OPEN TEXT CORP COM 683715106   229,628 5,522 SH   SOLE   5,522 0 0
ORACLE CORP COM 68389X105   98,095,927 824,671 SH   SOLE   824,671 0 0
OVINTIV INC COM 69047Q102   30,155,656 792,842 SH   SOLE   792,842 0 0
PACCAR INC COM 693718108   6,740,439 80,687 SH   SOLE   80,687 0 0
PENUMBRA INC COM 70975L107   777,238 2,261 SH   SOLE   2,261 0 0
PEPSICO INC COM 713448108   8,223,311 44,457 SH   SOLE   44,457 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103   35,508,404 589,883 SH   SOLE   589,883 0 0
PERION NETWORK LTD SHS NEW M78673114   9,154,816 298,894 SH   SOLE   298,894 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408   39,750,524 2,877,914 SH   SOLE   2,877,914 0 0
PG&E CORP COM 69331C108   135,116,854 7,827,922 SH   SOLE   7,827,922 0 0
PHILIP MORRIS INTL INC COM 718172109   10,572,630 108,449 SH   SOLE   108,449 0 0
PHILLIPS 66 COM 718546104   6,078,601 63,812 SH   SOLE   63,812 0 0
PINNACLE FINL PARTNERS INC COM 72346Q104   26,266,185 464,080 SH   SOLE   464,080 0 0
PLANET FITNESS INC CL A 72703H101   29,799,359 442,305 SH   SOLE   442,305 0 0
POOL CORP COM 73278L105   56,915,817 161,002 SH   SOLE   161,002 0 0
POWERSCHOOL HOLDINGS INC COM CL A 73939C106   1,084,580 56,716 SH   SOLE   56,716 0 0
PROCTER AND GAMBLE CO COM 742718109   27,981,639 184,650 SH   SOLE   184,650 0 0
QORVO INC COM 74736K101   38,189,982 374,644 SH   SOLE   374,644 0 0
QUALYS INC COM 74758T303   12,018,640 93,131 SH   SOLE   93,131 0 0
RALPH LAUREN CORP CL A 751212101   17,066,641 158,083 SH   SOLE   158,083 0 0
REINSURANCE GRP OF AMERICA I COM NEW 759351604   11,085,344 80,036 SH   SOLE   80,036 0 0
REVVITY INC COM 714046109   18,562,773 156,472 SH   SOLE   156,472 0 0
RH COM 74967X103   4,405,366 13,373 SH   SOLE   13,373 0 0
ROCKWELL AUTOMATION INC COM 773903109   27,535,603 83,691 SH   SOLE   83,691 0 0
ROPER TECHNOLOGIES INC COM 776696106   1,270,112 2,644 SH   SOLE   2,644 0 0
ROSS STORES INC COM 778296103   14,047,226 125,340 SH   SOLE   125,340 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203   14,755,163 133,586 SH   SOLE   133,586 0 0
SAIA INC COM 78709Y105   104,160,106 304,542 SH   SOLE   304,542 0 0
SALESFORCE INC COM 79466L302   16,112,427 76,369 SH   SOLE   76,369 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   11,065,791 100,022 SH   SOLE   100,022 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   1,139,496 4,239 SH   SOLE   4,239 0 0
SPROUTS FMRS MKT INC COM 85208M102   10,064,716 274,386 SH   SOLE   274,386 0 0
STAR BULK CARRIERS CORP. SHS PAR Y8162K204   1,299,378 73,502 SH   SOLE   73,502 0 0
STEEL DYNAMICS INC COM 858119100   2,822,517 25,946 SH   SOLE   25,946 0 0
STELLANTIS N.V SHS N82405106   7,352,716 419,680 SH   SOLE   419,680 0 0
SYNOPSYS INC COM 871607107   19,807,593 45,552 SH   SOLE   45,552 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   366,757 3,639 SH   SOLE   3,639 0 0
TENABLE HLDGS INC COM 88025T102   28,397,794 652,670 SH   SOLE   652,670 0 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109   3,257,716 441,972 SH   SOLE   441,972 0 0
TERADYNE INC COM 880770102   1,128,330 10,144 SH   SOLE   10,144 0 0
TEREX CORP NEW COM 880779103   7,481,353 125,211 SH   SOLE   125,211 0 0
TETRA TECH INC NEW COM 88162G103   1,851,899 11,320 SH   SOLE   11,320 0 0
TFI INTL INC COM 87241L109   38,199,264 335,506 SH   SOLE   335,506 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   71,002,515 136,245 SH   SOLE   136,245 0 0
TOPBUILD CORP COM 89055F103   76,417,225 287,484 SH   SOLE   287,484 0 0
TRANSUNION COM 89400J107   32,061,194 409,685 SH   SOLE   409,685 0 0
TWILIO INC CL A 90138F102   48,457,561 762,524 SH   SOLE   762,524 0 0
UBER TECHNOLOGIES INC COM 90353T100   13,776,074 319,534 SH   SOLE   319,534 0 0
UBS GROUP AG SHS H42097107   8,168,528 404,408 SH   SOLE   404,408 0 0
UNION PAC CORP COM 907818108   22,653,204 110,855 SH   SOLE   110,855 0 0
UNITED AIRLS HLDGS INC COM 910047109   4,475,896 81,682 SH   SOLE   81,682 0 0
UNITEDHEALTH GROUP INC COM 91324P102   30,818,265 64,204 SH   SOLE   64,204 0 0
UNIVERSAL DISPLAY CORP COM 91347P105   962,369 6,683 SH   SOLE   6,683 0 0
UNUM GROUP COM 91529Y106   13,746,138 288,565 SH   SOLE   288,565 0 0
VALMONT INDS INC COM 920253101   61,494,975 211,466 SH   SOLE   211,466 0 0
VALVOLINE INC COM 92047W101   34,661,554 924,847 SH   SOLE   924,847 0 0
VEEVA SYS INC CL A COM 922475108   1,448,871 7,334 SH   SOLE   7,334 0 0
VERACYTE INC COM 92337F107   311,760 12,251 SH   SOLE   12,251 0 0
VERISK ANALYTICS INC COM 92345Y106   1,516,676 6,716 SH   SOLE   6,716 0 0
VISA INC COM CL A 92826C839   99,580,108 419,866 SH   SOLE   419,866 0 0
VULCAN MATLS CO COM 929160109   123,191,574 547,057 SH   SOLE   547,057 0 0
WALMART INC COM 931142103   35,859,351 228,438 SH   SOLE   228,438 0 0
WELLS FARGO CO NEW COM 949746101   85,279,598 2,000,314 SH   SOLE   2,000,314 0 0
WESCO INTL INC COM 95082P105   46,272,156 258,689 SH   SOLE   258,689 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103   16,126,397 71,919 SH   SOLE   71,919 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104   39,329,862 876,920 SH   SOLE   876,920 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102   20,116,489 138,233 SH   SOLE   138,233 0 0
ZOETIS INC CL A 98978V103   68,852,171 400,334 SH   SOLE   400,334 0 0