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
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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
3M Co COM 88579Y101   1,860,873 18,592 SH   SOLE   18,592 0 0
Abbott Laboratories COM 002824100   8,787,775 80,607 SH   SOLE   80,207 0 400
AbbVie Inc COM 00287Y109   473,727,777 3,516,127 SH   SOLE   3,419,688 0 96,439
Acadia Healthcare Co Inc COM 00404A109   16,123,529 202,455 SH   SOLE   183,393 0 19,062
Accenture PLC SHS CLASS A G1151C101   477,273,010 1,546,675 SH   SOLE   1,468,076 0 78,599
Activision Blizzard Inc COM 00507V109   75,417,618 894,634 SH   SOLE   890,714 0 3,920
Adobe Inc COM 00724F101   850,610,479 1,739,525 SH   SOLE   1,693,129 0 46,396
Advance Auto Parts Inc COM 00751Y106   14,000,871 199,159 SH   SOLE   184,020 0 15,139
Advanced Drainage Systems Inc COM 00790R104   28,043,565 246,472 SH   SOLE   246,086 0 386
Advanced Energy Industries Inc COM 007973100   12,904,087 115,784 SH   SOLE   104,959 0 10,825
Advanced Micro Devices Inc COM 007903107   367,132 3,223 SH   SOLE   3,223 0 0
AES Corp/The COM 00130H105   109,890,375 5,301,031 SH   SOLE   5,171,044 0 129,987
AGNC Investment Corp COM 00123Q104   39,853,302 3,934,186 SH   SOLE   3,759,198 0 174,988
Air Products and Chemicals Inc COM 009158106   353,927,900 1,181,611 SH   SOLE   1,162,461 0 19,150
Airbnb Inc COM CL A 009066101   271,400,408 2,117,669 SH   SOLE   2,061,068 0 56,601
Alaska Air Group Inc COM 011659109   53,084,149 998,198 SH   SOLE   954,780 0 43,418
Albany International Corp CL A 012348108   52,590,646 563,793 SH   SOLE   563,662 0 131
Alcon Inc ORD SHS H01301128   801,985,200 9,767,205 SH   SOLE   9,511,122 0 256,083
Alexander & Baldwin Inc COM 014491104   2,335,692 125,710 SH   SOLE   82,110 0 43,600
Alexandria Real Estate Equities Inc COM 015271109   42,606,378 375,420 SH   SOLE   374,915 0 505
Alibaba Group Holding Ltd SPONSORED ADS 01609W102   221,878 2,662 SH   SOLE   2,662 0 0
Allegro MicroSystems Inc COM 01749D105   158,177,268 3,504,149 SH   SOLE   3,503,382 0 767
Alnylam Pharmaceuticals Inc COM 02043Q107   15,800,159 83,185 SH   SOLE   76,273 0 6,912
Alphabet Inc CAP STK CL C 02079K107   158,127,750 1,307,165 SH   SOLE   1,298,828 0 8,337
Alphabet Inc CAP STK CL A 02079K305   387,722,030 3,239,115 SH   SOLE   3,039,962 0 199,153
Amarin Corp PLC SPONS ADR NEW 023111206   637,589 535,789 SH   SOLE   535,789 0 0
Amazon.com Inc COM 023135106   2,482,347,272 19,042,247 SH   SOLE   18,523,185 0 519,062
Amdocs Ltd SHS G02602103   787,835 7,970 SH   SOLE   0 0 7,970
Ameren Corp COM 023608102   48,542,699 594,376 SH   SOLE   593,480 0 896
American Electric Power Co Inc COM 025537101   40,314,160 478,790 SH   SOLE   478,790 0 0
American Equity Investment Life Holding Co COM 025676206   131,425,922 2,522,086 SH   SOLE   2,451,718 0 70,368
American Express Co COM 025816109   214,674,170 1,232,343 SH   SOLE   1,200,160 0 32,183
American Homes 4 Rent CL A 02665T306   55,411,998 1,563,103 SH   SOLE   1,503,992 0 59,111
American International Group Inc COM NEW 026874784   368,638,791 6,406,653 SH   SOLE   6,293,136 0 113,517
American Tower Corp COM 03027X100   513,706,151 2,648,789 SH   SOLE   2,593,167 0 55,622
American Water Works Co Inc COM 030420103   3,773,739 26,436 SH   SOLE   26,436 0 0
Americold Realty Trust Inc COM 03064D108   78,220,805 2,421,697 SH   SOLE   2,419,931 0 1,766
Amgen Inc COM 031162100   22,691,931 102,207 SH   SOLE   101,612 0 595
Amphenol Corp CL A 032095101   13,235,805 155,807 SH   SOLE   155,807 0 0
Analog Devices Inc COM 032654105   396,633 2,036 SH   SOLE   2,036 0 0
Anheuser-Busch InBev SA/NV SPONSORED ADR 03524A108   6,541,900 115,337 SH   SOLE   74,869 0 40,468
Anterix Inc COM 03676C100   10,048,705 317,094 SH   SOLE   289,040 0 28,054
Antero Midstream Corp COM 03676B102   83,582,559 7,205,393 SH   SOLE   7,205,393 0 0
APA Corp COM 03743Q108   94,373,038 2,761,868 SH   SOLE   2,695,288 0 66,580
Apartment Income REIT Corp COM 03750L109   5,254,163 145,585 SH   SOLE   145,585 0 0
API Group Corp COM STK 00187Y100   109,492,025 4,016,582 SH   SOLE   4,012,416 0 4,166
Apollo Global Management Inc COM 03769M106   719,247,993 9,363,989 SH   SOLE   9,137,886 0 226,103
Apple Inc COM 037833100   3,597,660,258 18,547,509 SH   SOLE   17,860,956 0 686,553
Applied Materials Inc COM 038222105   26,830,312 185,626 SH   SOLE   177,775 0 7,851
AppLovin Corp COM CL A 03831W108   1,528,542 59,407 SH   SOLE   59,407 0 0
Aptiv PLC SHS G6095L109   453,515,080 4,442,307 SH   SOLE   4,279,801 0 162,506
ArcelorMittal SA NY REGISTRY SH 03938L203   74,218,158 2,714,636 SH   SOLE   2,697,756 0 16,880
Arch Capital Group Ltd ORD G0450A105   58,983,172 788,018 SH   SOLE   767,623 0 20,395
Archer-Daniels-Midland Co COM 039483102   5,379,116 71,190 SH   SOLE   71,190 0 0
Arcos Dorados Holdings Inc SHS CLASS -A - G0457F107   9,794,095 955,521 SH   SOLE   448,566 0 506,955
Ares Capital Corp COM 04010L103   21,893,695 1,165,178 SH   SOLE   1,165,178 0 0
Argenx SE SPONSORED ADR 04016X101   66,047,586 169,470 SH   SOLE   169,114 0 356
Aris Water Solutions Inc CLASS A COM 04041L106   5,600,478 542,682 SH   SOLE   542,682 0 0
Arista Networks Inc COM 040413106   50,898,184 314,070 SH   SOLE   313,553 0 517
Ashland Inc COM 044186104   119,470,208 1,374,643 SH   SOLE   1,356,060 0 18,583
ASML Holding NV N Y REGISTRY SHS N07059210   863,025,439 1,190,791 SH   SOLE   1,145,820 0 44,971
Aspen Technology Inc COM 29109X106   83,549,696 498,477 SH   SOLE   498,165 0 312
Assured Guaranty Ltd COM G0585R106   14,562,814 260,982 SH   SOLE   238,433 0 22,549
AstraZeneca PLC SPONSORED ADR 046353108   50,023,077 698,939 SH   SOLE   665,120 0 33,819
AT&T Inc COM 00206R102   332,159 20,825 SH   SOLE   20,825 0 0
Atkore Inc COM 047649108   24,353,934 156,175 SH   SOLE   155,990 0 185
Atlas Energy Solutions Inc COM CLASS A 04930R107   29,866,078 1,720,396 SH   SOLE   1,671,435 0 48,961
Atlassian Corp Ltd CL A 049468101   346,416,808 2,064,339 SH   SOLE   2,006,400 0 57,939
Atmos Energy Corp COM 049560105   436,275 3,750 SH   SOLE   3,750 0 0
ATS Corp COM 00217Y104   76,087,260 1,650,841 SH   SOLE   1,649,598 0 1,243
Autodesk Inc COM 052769106   610,346,087 2,982,973 SH   SOLE   2,910,805 0 72,168
Automatic Data Processing Inc COM 053015103   187,522,047 853,187 SH   SOLE   844,994 0 8,193
AutoZone Inc COM 053332102   14,960,160 6,000 SH   SOLE   6,000 0 0
AvalonBay Communities Inc COM 053484101   351,515,446 1,857,217 SH   SOLE   1,807,375 0 49,842
Avantor Inc COM 05352A100   43,480,421 2,116,866 SH   SOLE   2,113,548 0 3,318
Avient Corp COM 05368V106   11,714,427 286,416 SH   SOLE   259,662 0 26,754
Azenta Inc COM 114340102   44,775,597 959,203 SH   SOLE   958,991 0 212
Baidu Inc SPON ADR REP A 056752108   225,080 1,644 SH   SOLE   216 0 1,428
Baker Hughes Co CL A 05722G100   177,689,962 5,621,321 SH   SOLE   5,422,327 0 198,994
Balchem Corp COM 057665200   70,746,290 524,785 SH   SOLE   524,662 0 123
Ball Corp COM 058498106   111,249,099 1,911,168 SH   SOLE   1,701,905 0 209,263
Banco Bilbao Vizcaya Argentaria SA SPONSORED ADR 05946K101   9,007,078 1,172,797 SH   SOLE   728,613 0 444,184
Bank of America Corp COM 060505104   278,550,877 9,708,988 SH   SOLE   9,539,950 0 169,038
Bank of New York Mellon Corp/The COM 064058100   79,106,386 1,776,873 SH   SOLE   1,734,335 0 42,538
Bank OZK COM 06417N103   17,873,713 445,063 SH   SOLE   408,162 0 36,901
Barclays PLC ADR 06738E204   272,931 34,724 SH   SOLE   3,304 0 31,420
Barrick Gold Corp COM 067901108   25,579,940 1,510,924 SH   SOLE   1,473,379 0 37,545
Becton Dickinson & Co COM 075887109   804,048,672 3,045,524 SH   SOLE   2,976,203 0 69,321
Bentley Systems Inc COM CL B 08265T208   78,535,484 1,448,193 SH   SOLE   1,446,856 0 1,337
Berkshire Hathaway Inc CL A 084670108   311,721,620 602 SH   SOLE   601 0 1
Berkshire Hathaway Inc CL B NEW 084670702   280,618,900 822,929 SH   SOLE   804,528 0 18,401
BigCommerce Holdings Inc COM SER 1 08975P108   13,228,173 1,329,465 SH   SOLE   1,204,635 0 124,830
Biogen Inc COM 09062X103   520,610,105 1,827,664 SH   SOLE   1,786,442 0 41,222
BioHaven Ltd. COM G1110E107   10,367,840 433,438 SH   SOLE   433,313 0 125
BioMarin Pharmaceutical Inc COM 09061G101   37,547,782 433,177 SH   SOLE   313,177 0 120,000
BioNTech SE SPONSORED ADS 09075V102   36,888,572 341,782 SH   SOLE   323,402 0 18,380
Bio-Techne Corp COM 09073M104   87,218,524 1,068,462 SH   SOLE   1,067,740 0 722
BJ's Wholesale Club Holdings Inc COM 05550J101   254,131,778 4,033,198 SH   SOLE   4,032,581 0 617
Black Hills Corp COM 092113109   8,161,401 135,436 SH   SOLE   135,385 0 51
Black Knight Inc COM 09215C105   115,957,911 1,941,368 SH   SOLE   1,936,862 0 4,506
BlackRock Inc COM 09247X101   46,869,602 67,815 SH   SOLE   51,703 0 16,112
Blackstone Inc COM 09260D107   54,425,173 585,406 SH   SOLE   585,406 0 0
Block Inc CL A 852234103   73,724,173 1,107,468 SH   SOLE   1,079,137 0 28,331
Bloom Energy Corp COM CL A 093712107   100,328,091 6,136,275 SH   SOLE   5,846,679 0 289,596
Bloomin' Brands Inc COM 094235108   89,600,929 3,332,128 SH   SOLE   3,161,032 0 171,096
Blue Owl Capital Inc COM CL A 09581B103   54,506,851 4,678,700 SH   SOLE   4,674,672 0 4,028
Boeing Co/The COM 097023105   925,514 4,383 SH   SOLE   4,383 0 0
Booking Holdings Inc COM 09857L108   47,072,153 17,432 SH   SOLE   12,622 0 4,810
Boston Scientific Corp COM 101137107   351,801 6,504 SH   SOLE   6,504 0 0
BP PLC SPONSORED ADR 055622104   4,438,988 125,786 SH   SOLE   119,328 0 6,458
Bristol-Myers Squibb Co COM 110122108   7,161,548 111,987 SH   SOLE   111,987 0 0
Broadcom Inc COM 11135F101   1,617,400,468 1,864,589 SH   SOLE   1,819,063 0 45,526
Brookfield Infrastructure Partners LP LP INT UNIT G16252101   64,481,813 1,766,625 SH   SOLE   1,766,625 0 0
Brookfield Renewable Corp CL A SUB VTG 11284V105   48,566,610 1,540,819 SH   SOLE   1,142,517 0 398,302
Brookfield Renewable Partners LP PARTNERSHIP UNIT G16258108   9,635,710 326,745 SH   SOLE   326,745 0 0
Bumble Inc COM CL A 12047B105   815,827 48,619 SH   SOLE   48,619 0 0
Burlington Stores Inc COM 122017106   82,455,991 523,896 SH   SOLE   502,667 0 21,229
BWX Technologies Inc COM 05605H100   92,715,391 1,295,450 SH   SOLE   1,275,317 0 20,133
Cactus Inc CL A 127203107   88,399,087 2,088,825 SH   SOLE   2,088,364 0 461
Cadence Bank COM 12740C103   13,860,235 705,715 SH   SOLE   643,893 0 61,822
CAE Inc COM 124765108   93,525,950 4,178,997 SH   SOLE   4,177,717 0 1,280
Calavo Growers Inc COM 128246105   18,587,455 640,505 SH   SOLE   640,337 0 168
Canadian Pacific Kansas City Ltd COM 13646K108   440,895,730 5,458,657 SH   SOLE   5,353,907 0 104,750
Capital One Financial Corp COM 14040H105   333,076,775 3,045,413 SH   SOLE   2,968,788 0 76,625
Cara Therapeutics Inc COM 140755109   2,824,549 998,074 SH   SOLE   910,716 0 87,358
CareMax Inc COM CL A 14171W103   5,032,471 1,618,158 SH   SOLE   1,476,046 0 142,112
Carrier Global Corp COM 14448C104   3,752,210 75,482 SH   SOLE   75,482 0 0
Casey's General Stores Inc COM 147528103   319,235,902 1,308,988 SH   SOLE   1,289,709 0 19,279
Caterpillar Inc COM 149123101   3,239,494 13,166 SH   SOLE   13,166 0 0
CBRE Group Inc CL A 12504L109   44,097,684 546,372 SH   SOLE   500,748 0 45,624
CDW Corp/DE COM 12514G108   37,381,365 203,713 SH   SOLE   203,192 0 521
Century Communities Inc COM 156504300   24,674,535 322,038 SH   SOLE   293,537 0 28,501
Certara Inc COM 15687V109   75,532,564 4,147,862 SH   SOLE   4,147,606 0 256
ChampionX Corp COM 15872M104   153,663,846 4,950,510 SH   SOLE   4,949,837 0 673
Charles River Laboratories International Inc COM 159864107   367,960,720 1,750,110 SH   SOLE   1,696,377 0 53,733
Charles Schwab Corp/The COM 808513105   188,669,451 3,328,678 SH   SOLE   3,105,327 0 223,351
Charter Communications Inc CL A 16119P108   121,005,712 329,384 SH   SOLE   322,075 0 7,309
Cheniere Energy Partners LP COM UNIT 16411Q101   51,147,021 1,108,518 SH   SOLE   1,108,518 0 0
Chesapeake Energy Corp COM 165167735   240,895,732 2,878,773 SH   SOLE   2,777,191 0 101,582
Chevron Corp COM 166764100   321,832,704 2,045,330 SH   SOLE   2,033,907 0 11,423
Chipotle Mexican Grill Inc COM 169656105   7,187,040 3,360 SH   SOLE   3,026 0 334
Chubb Ltd COM H1467J104   36,982,956 192,059 SH   SOLE   157,896 0 34,163
Cisco Systems Inc COM 17275R102   301,739,495 5,831,842 SH   SOLE   5,433,745 0 398,097
Clean Energy Fuels Corp COM 184499101   1,666,669 336,022 SH   SOLE   0 0 336,022
Clean Harbors Inc COM 184496107   115,962,651 705,240 SH   SOLE   694,158 0 11,082
Clear Secure Inc COM CL A 18467V109   33,588,321 1,449,647 SH   SOLE   1,404,028 0 45,619
ClearBridge Energy Midstream Opportunity Fund Inc COM 18469P209   1,900,619 63,651 SH   SOLE   63,651 0 0
ClearBridge MLP & Midstream Fund Inc COM 184692200   2,002,539 57,760 SH   SOLE   57,760 0 0
CME Group Inc COM 12572Q105   147,719,008 797,231 SH   SOLE   771,614 0 25,617
CNH Industrial NV SHS N20944109   69,061,799 4,795,958 SH   SOLE   4,173,408 0 622,550
CNX Resources Corp COM 12653C108   11,890,261 671,008 SH   SOLE   670,753 0 255
Coca-Cola Co/The COM 191216100   527,576,413 8,760,817 SH   SOLE   8,583,889 0 176,928
Coca-Cola Femsa SAB de CV SPONSORD ADR REP 191241108   7,945,820 95,377 SH   SOLE   64,623 0 30,754
Cohen & Steers Inc COM 19247A100   74,802,925 1,289,928 SH   SOLE   1,289,928 0 0
Colgate-Palmolive Co COM 194162103   58,065,465 753,705 SH   SOLE   586,749 0 166,956
Comcast Corp CL A 20030N101   1,547,209,375 37,237,289 SH   SOLE   36,310,586 0 926,703
Commercial Metals Co COM 201723103   11,849,641 225,022 SH   SOLE   205,937 0 19,085
CommVault Systems Inc COM 204166102   17,487,094 240,803 SH   SOLE   220,458 0 20,345
Confluent Inc CLASS A COM 20717M103   14,688,218 415,979 SH   SOLE   371,612 0 44,367
ConocoPhillips COM 20825C104   261,952,384 2,528,254 SH   SOLE   2,508,376 0 19,878
Consolidated Edison Inc COM 209115104   2,010,328 22,238 SH   SOLE   21,183 0 1,055
Constellation Brands Inc CL A 21036P108   107,474,880 436,659 SH   SOLE   412,749 0 23,910
Constellation Energy Corp COM 21037T109   109,486,761 1,195,923 SH   SOLE   1,168,576 0 27,347
Constellium SE CL A SHS F21107101   14,706,910 855,053 SH   SOLE   777,761 0 77,292
Cooper Cos Inc/The COM NEW 216648402   46,528,847 121,349 SH   SOLE   88,181 0 33,168
Copart Inc COM 217204106   105,136,034 1,152,681 SH   SOLE   1,062,147 0 90,534
Corning Inc COM 219350105   3,402,734 97,110 SH   SOLE   97,110 0 0
Corporate Office Properties Trust SH BEN INT 22002T108   19,040,075 801,687 SH   SOLE   731,522 0 70,165
Corteva Inc COM 22052L104   50,264,358 877,214 SH   SOLE   840,356 0 36,858
CoStar Group Inc COM 22160N109   47,025,295 528,374 SH   SOLE   527,659 0 715
Costco Wholesale Corp COM 22160K105   79,823,062 148,265 SH   SOLE   113,573 0 34,692
Coty Inc COM CL A 222070203   176,402,416 14,353,329 SH   SOLE   13,987,673 0 365,656
Crane Co COMMON STOCK 224408104   10,710,504 120,181 SH   SOLE   108,737 0 11,444
Crane NXT Co COM 224441105   11,266,320 199,616 SH   SOLE   180,740 0 18,876
Crestwood Equity Partners LP UNIT LTD PARTNER 226344208   66,763,971 2,521,298 SH   SOLE   2,521,298 0 0
CRH PLC ADR 12626K203   34,965,681 627,412 SH   SOLE   612,856 0 14,556
Crocs Inc COM 227046109   55,318,681 491,984 SH   SOLE   448,861 0 43,123
CrossAmerica Partners LP UT LTD PTN INT 22758A105   13,736,909 697,305 SH   SOLE   697,305 0 0
Crowdstrike Holdings Inc CL A 22788C105   488,769,203 3,327,904 SH   SOLE   3,239,130 0 88,774
CryoPort Inc COM PAR $0.001 229050307   21,778,019 1,262,494 SH   SOLE   1,262,200 0 294
CSX Corp COM 126408103   2,152,228 63,115 SH   SOLE   63,115 0 0
Cummins Inc COM 231021106   219,173 894 SH   SOLE   894 0 0
Custom Truck One Source Inc COM CL A 23204X103   12,560,405 1,863,562 SH   SOLE   1,705,481 0 158,081
CVS Health Corp COM 126650100   112,465,399 1,626,868 SH   SOLE   1,398,279 0 228,589
Danaher Corp COM 235851102   67,026,370 279,277 SH   SOLE   215,597 0 63,680
Darden Restaurants Inc COM 237194105   1,309,406 7,837 SH   SOLE   7,837 0 0
Datadog Inc CL A COM 23804L103   13,395,322 136,159 SH   SOLE   125,066 0 11,093
Deere & Co COM 244199105   265,266,400 654,672 SH   SOLE   604,120 0 50,552
Definitive Healthcare Corp CLASS A COM 24477E103   24,970,424 2,270,039 SH   SOLE   2,269,580 0 459
Delek Logistics Partners LP COM UNT RP INT 24664T103   22,152,203 405,718 SH   SOLE   405,718 0 0
Devon Energy Corp COM 25179M103   563,064 11,648 SH   SOLE   11,648 0 0
DexCom Inc COM 252131107   522,463,608 4,065,548 SH   SOLE   3,959,991 0 105,557
Diageo PLC SPON ADR NEW 25243Q205   411,813,760 2,373,840 SH   SOLE   2,323,780 0 50,060
DocuSign Inc COM 256163106   143,293,458 2,804,726 SH   SOLE   2,684,619 0 120,107
Dolby Laboratories Inc COM CL A 25659T107   218,878,897 2,615,666 SH   SOLE   2,544,609 0 71,057
Doximity Inc CL A 26622P107   228,786,971 6,725,073 SH   SOLE   6,585,677 0 139,396
DT Midstream Inc COMMON STOCK 23345M107   30,001,854 605,242 SH   SOLE   605,242 0 0
DTE Energy Co COM 233331107   67,040,047 609,344 SH   SOLE   599,638 0 9,706
Duke Energy Corp COM NEW 26441C204   1,239,399 13,811 SH   SOLE   13,811 0 0
DuPont de Nemours Inc COM 26614N102   3,628,723 50,794 SH   SOLE   50,394 0 400
Dutch Bros Inc CL A 26701L100   24,687,695 867,757 SH   SOLE   867,726 0 31
Dynatrace Inc COM NEW 268150109   58,554,382 1,137,641 SH   SOLE   1,137,641 0 0
Eagle Materials Inc COM 26969P108   24,317,136 130,443 SH   SOLE   130,393 0 50
Eastman Chemical Co COM 277432100   69,305,127 827,820 SH   SOLE   827,551 0 269
Eaton Corp PLC SHS G29183103   982,937,088 4,887,803 SH   SOLE   4,652,950 0 234,853
Ecolab Inc COM 278865100   141,732,195 759,185 SH   SOLE   684,461 0 74,724
Edison International COM 281020107   435,618,075 6,272,398 SH   SOLE   6,109,555 0 162,843
Element Solutions Inc COM 28618M106   28,043,380 1,460,593 SH   SOLE   1,460,242 0 351
Elevance Health Inc COM 036752103   147,096,385 331,082 SH   SOLE   323,517 0 7,565
Eli Lilly & Co COM 532457108   451,743,612 963,247 SH   SOLE   945,247 0 18,000
Emerson Electric Co COM 291011104   72,468,868 801,735 SH   SOLE   794,319 0 7,416
Enbridge Inc COM 29250N105   592,345,870 15,944,707 SH   SOLE   15,596,726 0 347,981
Encore Capital Group Inc COM 292554102   16,630,277 342,046 SH   SOLE   313,311 0 28,735
Endeavor Group Holdings Inc CL A COM 29260Y109   100,474,880 4,200,455 SH   SOLE   4,012,029 0 188,426
Energy Transfer LP COM UT LTD PTN 29273V100   273,422,758 21,529,351 SH   SOLE   21,529,351 0 0
EnerSys COM 29275Y102   18,585,952 171,268 SH   SOLE   156,857 0 14,411
Enphase Energy Inc COM 29355A107   16,624,902 99,265 SH   SOLE   73,211 0 26,054
Entegris Inc COM 29362U104   2,656,255 23,969 SH   SOLE   23,969 0 0
Enterprise Products Partners LP COM 293792107   343,570,167 13,038,716 SH   SOLE   13,036,616 0 2,100
Envestnet Inc COM 29404K106   71,037,765 1,196,929 SH   SOLE   1,196,633 0 296
EQT Corp COM 26884L109   484,359,470 11,776,306 SH   SOLE   11,564,541 0 211,765
Equinix Inc COM 29444U700   600,071,631 765,456 SH   SOLE   730,759 0 34,697
Equinor ASA SPONSORED ADR 29446M102   206,339 7,064 SH   SOLE   7,064 0 0
Equitable Holdings Inc COM 29452E101   94,848,769 3,492,223 SH   SOLE   3,415,703 0 76,520
Equitrans Midstream Corp COM 294600101   13,862,478 1,450,050 SH   SOLE   1,450,050 0 0
Equity Lifestyle Properties Inc COM 29472R108   5,835,751 87,244 SH   SOLE   87,244 0 0
ERO Copper Corp COM 296006109   404,600 20,000 SH   SOLE   0 0 20,000
Essent Group Ltd COM G3198U102   1,901,437 40,629 SH   SOLE   40,629 0 0
Estee Lauder Cos Inc/The CL A 518439104   443,863,433 2,260,227 SH   SOLE   2,201,937 0 58,290
Etsy Inc COM 29786A106   263,899,188 3,119,007 SH   SOLE   3,003,195 0 115,812
Euronet Worldwide Inc COM 298736109   65,382,678 557,065 SH   SOLE   522,611 0 34,454
Everbridge Inc COM 29978A104   54,180,463 2,014,144 SH   SOLE   1,953,533 0 60,611
Everest Re Group Ltd COM G3223R108   46,546,974 136,158 SH   SOLE   136,158 0 0
Evergy Inc COM 30034W106   2,275,634 38,953 SH   SOLE   38,953 0 0
Everi Holdings Inc COM 30034T103   16,835,226 1,164,262 SH   SOLE   1,064,581 0 99,681
Eversource Energy COM 30040W108   35,066,599 494,453 SH   SOLE   493,552 0 901
Exelon Corp COM 30161N101   65,294,152 1,602,704 SH   SOLE   1,525,841 0 76,863
Expedia Group Inc COM NEW 30212P303   101,836,838 930,952 SH   SOLE   912,100 0 18,852
Extra Space Storage Inc COM 30225T102   21,209,190 142,487 SH   SOLE   142,487 0 0
Extreme Networks Inc COM 30226D106   10,800,359 414,601 SH   SOLE   376,444 0 38,157
Exxon Mobil Corp COM 30231G102   187,297,092 1,746,360 SH   SOLE   1,737,322 0 9,038
Fastenal Co COM 311900104   407,798 6,913 SH   SOLE   6,913 0 0
Federal Agricultural Mortgage Corp CL C 313148306   919,936 6,400 SH   SOLE   6,400 0 0
FedEx Corp COM 31428X106   1,049,857 4,235 SH   SOLE   3,935 0 300
Fidelity National Information Services Inc COM 31620M106   248,173 4,537 SH   SOLE   2,750 0 1,787
Fifth Third Bancorp COM 316773100   12,481,054 476,194 SH   SOLE   475,333 0 861
First Busey Corp COM NEW 319383204   1,251,165 62,247 SH   SOLE   62,247 0 0
First Horizon Corp COM 320517105   29,507,734 2,618,255 SH   SOLE   2,618,255 0 0
Fiserv Inc COM 337738108   148,425,142 1,176,577 SH   SOLE   1,143,270 0 33,307
Five Below Inc COM 33829M101   105,248,005 535,504 SH   SOLE   526,270 0 9,234
Floor & Decor Holdings Inc CL A 339750101   23,623,974 227,241 SH   SOLE   227,241 0 0
Fluence Energy Inc COM CL A 34379V103   30,413,822 1,141,660 SH   SOLE   1,141,660 0 0
Fortinet Inc COM 34959E109   102,822,583 1,360,267 SH   SOLE   1,242,410 0 117,857
Forward Air Corp COM 349853101   104,920,438 988,789 SH   SOLE   988,541 0 248
Fox Factory Holding Corp COM 35138V102   168,007,394 1,548,313 SH   SOLE   1,533,473 0 14,840
Franklin U.S. Core Bond ETF US CORE BOND ETF 35473P553   553,811 25,879 SH   SOLE   25,879 0 0
Freeport-McMoRan Inc CL B 35671D857   594,743,081 14,868,577 SH   SOLE   14,473,276 0 395,301
Fresenius Medical Care AG & Co KGaA SPONSORED ADR 358029106   218,361 9,125 SH   SOLE   765 0 8,360
Freshworks Inc CLASS A COM 358054104   26,218,373 1,491,375 SH   SOLE   1,491,375 0 0
Gabelli Equity Trust Inc/The COM 362397101   82,940 14,300 SH   SOLE   14,300 0 0
Gambling.com Group Limited ORDINARY SHARES G3R239101   7,989,850 780,259 SH   SOLE   721,954 0 58,305
Gaming and Leisure Properties Inc COM 36467J108   20,602,869 425,152 SH   SOLE   425,152 0 0
GATX Corp COM 361448103   48,726,857 378,490 SH   SOLE   354,914 0 23,576
GE HealthCare Technologies Inc COMMON STOCK 36266G107   224,304 2,761 SH   SOLE   2,761 0 0
Gen Digital Inc COM 668771108   22,453,750 1,210,445 SH   SOLE   1,106,347 0 104,098
General Electric Co COM NEW 369604301   905,713 8,245 SH   SOLE   8,245 0 0
General Mills Inc COM 370334104   1,058,460 13,800 SH   SOLE   13,800 0 0
General Motors Co COM 37045V100   184,748,581 4,791,198 SH   SOLE   4,664,953 0 126,245
Genesis Energy LP UNIT LTD PARTN 371927104   31,144,708 3,261,226 SH   SOLE   3,261,226 0 0
Genuine Parts Co COM 372460105   2,721,388 16,081 SH   SOLE   16,081 0 0
Gilead Sciences Inc COM 375558103   125,535,039 1,628,844 SH   SOLE   1,434,607 0 194,237
Gitlab Inc CLASS A COM 37637K108   11,363,491 222,334 SH   SOLE   202,599 0 19,735
Global Medical REIT Inc COM NEW 37954A204   3,665,175 401,443 SH   SOLE   401,443 0 0
Global Payments Inc COM 37940X102   1,748,730 17,750 SH   SOLE   17,750 0 0
Globant S.A. COM L44385109   17,034,580 94,784 SH   SOLE   94,784 0 0
Goldman Sachs Group Inc/The COM 38141G104   51,082,918 158,377 SH   SOLE   157,461 0 916
Gray Television Inc COM 389375106   10,325,163 1,310,300 SH   SOLE   1,198,566 0 111,734
Green Plains Inc COM 393222104   3,159,842 98,010 SH   SOLE   47,977 0 50,033
Green Plains Partners LP COM REP PTR IN 393221106   2,588,000 200,000 SH   SOLE   200,000 0 0
Grocery Outlet Holding Corp COM 39874R101   72,733,412 2,376,132 SH   SOLE   2,375,647 0 485
Group 1 Automotive Inc COM 398905109   18,912,386 73,275 SH   SOLE   66,903 0 6,372
GSK PLC SPONSORED ADR 37733W204   1,080,890 30,328 SH   SOLE   32 0 30,296
Guardant Health Inc COM 40131M109   69,833,592 1,950,659 SH   SOLE   1,867,755 0 82,904
GXO Logistics Inc COMMON STOCK 36262G101   179,349,621 2,854,976 SH   SOLE   2,807,323 0 47,653
H&E Equipment Services Inc COM 404030108   116,796,466 2,552,928 SH   SOLE   2,509,224 0 43,704
Haleon PLC SPON ADS 405552100   212,934,787 25,409,879 SH   SOLE   24,328,482 0 1,081,397
Halliburton Co COM 406216101   765,368 23,200 SH   SOLE   23,200 0 0
Hamilton Lane Inc CL A 407497106   99,031,574 1,238,204 SH   SOLE   1,237,914 0 290
Hartford Financial Services Group Inc/The COM 416515104   153,516,593 2,131,583 SH   SOLE   1,958,875 0 172,708
Hasbro Inc COM 418056107   44,879,301 692,903 SH   SOLE   691,667 0 1,236
Hayward Holdings Inc COM 421298100   35,059,364 2,728,355 SH   SOLE   2,728,048 0 307
HealthEquity Inc COM 42226A107   124,168,559 1,966,559 SH   SOLE   1,873,082 0 93,477
Helmerich & Payne Inc COM 423452101   9,824,225 277,129 SH   SOLE   277,026 0 103
Hershey Co/The COM 427866108   1,575,607 6,310 SH   SOLE   6,310 0 0
Hess Corp COM 42809H107   49,906,414 367,094 SH   SOLE   355,013 0 12,081
Hess Midstream LP CL A SHS 428103105   72,781,704 2,372,285 SH   SOLE   2,372,285 0 0
HF Sinclair Corp COM 403949100   17,842,341 399,963 SH   SOLE   399,808 0 155
Hillman Solutions Corp COM 431636109   43,585,427 4,837,450 SH   SOLE   4,530,546 0 306,904
Holly Energy Partners LP COM UT LTD PTN 435763107   23,833,254 1,288,284 SH   SOLE   1,288,284 0 0
Home Depot Inc/The COM 437076102   733,855,621 2,362,399 SH   SOLE   2,261,224 0 101,175
Honeywell International Inc COM 438516106   311,128,180 1,499,413 SH   SOLE   1,482,557 0 16,856
Horizon Therapeutics Plc SHS G46188101   23,517,681 228,660 SH   SOLE   228,660 0 0
Houlihan Lokey Inc CL A 441593100   115,813,050 1,178,039 SH   SOLE   1,177,201 0 838
Howard Hughes Corp/The COM 44267D107   24,066,970 304,954 SH   SOLE   304,954 0 0
HSBC Holdings PLC SPON ADR NEW 404280406   358,125 9,039 SH   SOLE   812 0 8,227
HubSpot Inc COM 443573100   759,757,030 1,427,873 SH   SOLE   1,388,187 0 39,686
Huntsman Corp COM 447011107   16,191,847 599,254 SH   SOLE   599,254 0 0
ICF International Inc COM 44925C103   17,587,969 141,394 SH   SOLE   128,067 0 13,327
ICICI Bank Ltd ADR 45104G104   604,165 26,177 SH   SOLE   5,805 0 20,372
ICON PLC SHS G4705A100   276,726,950 1,106,023 SH   SOLE   1,104,071 0 1,952
IDEX Corp COM 45167R104   71,944,882 334,223 SH   SOLE   334,223 0 0
Idexx Laboratories Inc COM 45168D104   21,118,104 42,049 SH   SOLE   41,961 0 88
Illinois Tool Works Inc COM 452308109   113,191,833 452,478 SH   SOLE   440,483 0 11,995
indie Semiconductor Inc CLASS A COM 45569U101   10,628,894 1,130,733 SH   SOLE   1,023,792 0 106,941
Insulet Corp COM 45784P101   451,227,118 1,564,913 SH   SOLE   1,520,732 0 44,181
Integra LifeSciences Holdings Corp COM NEW 457985208   113,543,228 2,760,594 SH   SOLE   2,760,124 0 470
Integral Ad Science Holding Corp COM 45828L108   55,537,349 3,088,840 SH   SOLE   2,999,598 0 89,242
Intel Corp COM 458140100   605,503,710 18,107,168 SH   SOLE   17,651,526 0 455,642
Intercontinental Exchange Inc COM 45866F104   90,616,058 801,345 SH   SOLE   799,054 0 2,291
International Business Machines Corp COM 459200101   4,350,832 32,515 SH   SOLE   32,515 0 0
International Flavors & Fragrances Inc COM 459506101   9,170,758 115,225 SH   SOLE   115,225 0 0
International Paper Co COM 460146103   2,333,748 73,365 SH   SOLE   72,765 0 600
Intra-Cellular Therapies Inc COM 46116X101   89,518,326 1,413,745 SH   SOLE   1,396,743 0 17,002
Intuit Inc COM 461202103   356,136,504 777,268 SH   SOLE   755,853 0 21,415
Intuitive Surgical Inc COM NEW 46120E602   675,153,079 1,974,478 SH   SOLE   1,922,770 0 51,708
Ionis Pharmaceuticals Inc COM 462222100   212,830,961 5,187,204 SH   SOLE   5,069,404 0 117,800
Iridium Communications Inc COM 46269C102   128,220,988 2,064,085 SH   SOLE   2,063,613 0 472
iShares 1-3 Year Treasury Bond ETF 1 3 YR TREAS BD 464287457   3,070,743 37,873 SH   SOLE   37,873 0 0
iShares 5-10 Year Investment Grade Corporate Bond ETF ISHS 5-10YR INVT 464288638   242,028 4,786 SH   SOLE   4,786 0 0
iShares Broad USD Investment Grade Corporate Bond ETF USD INV GRDE ETF 464288620   653,073 13,038 SH   SOLE   13,038 0 0
iShares Core S&P Mid-Cap ETF CORE S&P MCP ETF 464287507   565,581 2,163 SH   SOLE   2,163 0 0
iShares Core S&P Small-Cap ETF CORE S&P SCP ETF 464287804   547,377 5,493 SH   SOLE   5,493 0 0
iShares Core S&P U.S. Growth ETF CORE S&P US GWT 464287671   1,835,730 18,801 SH   SOLE   18,801 0 0
iShares Core U.S. Aggregate Bond ETF CORE US AGGBD ET 464287226   240,761 2,458 SH   SOLE   2,458 0 0
iShares Preferred & Income Securities ETF PFD AND INCM SEC 464288687   3,457,417 111,782 SH   SOLE   111,182 0 600
iShares Russell 1000 Growth ETF RUS 1000 GRW ETF 464287614   1,203,362 4,373 SH   SOLE   4,373 0 0
iShares Russell Mid-Cap Growth ETF RUS MD CP GR ETF 464287481   229,496 2,375 SH   SOLE   2,375 0 0
iShares Trust iShares 1-5 Year Investment Grade Corporate Bond ETF ISHS 1-5YR INVS 464288646   250,850 5,000 SH   SOLE   5,000 0 0
Itau Unibanco Holding SA SPON ADR REP PFD 465562106   2,491,724 422,326 SH   SOLE   221,997 0 200,329
Itron Inc COM 465741106   21,839,078 302,900 SH   SOLE   276,723 0 26,177
J M Smucker Co/The COM NEW 832696405   738,350 5,000 SH   SOLE   5,000 0 0
Jacobs Solutions Inc COM 46982L108   475,560 4,000 SH   SOLE   4,000 0 0
Jamf Holding Corp COM 47074L105   37,911,818 1,942,204 SH   SOLE   1,941,722 0 482
Janus International Group Inc COMMON STOCK 47103N106   1,048,475 98,356 SH   SOLE   98,356 0 0
Johnson & Johnson COM 478160104   1,120,658,282 6,770,531 SH   SOLE   6,558,032 0 212,499
Johnson Controls International plc SHS G51502105   512,950,862 7,527,896 SH   SOLE   7,332,824 0 195,072
JPMorgan Chase & Co COM 46625H100   1,152,888,054 7,926,898 SH   SOLE   7,635,396 0 291,502
Karuna Therapeutics Inc COM 48576A100   20,468,472 94,390 SH   SOLE   94,390 0 0
Kenvue Inc COM 49177J102   2,754,285 104,250 SH   SOLE   104,250 0 0
Keysight Technologies Inc COM 49338L103   109,802,760 655,735 SH   SOLE   571,408 0 84,327
Kimberly-Clark Corp COM 494368103   24,030,822 174,061 SH   SOLE   173,761 0 300
Kinder Morgan Inc COM 49456B101   152,729,806 8,869,327 SH   SOLE   8,830,525 0 38,802
Kite Realty Group Trust COM NEW 49803T300   25,506,765 1,141,753 SH   SOLE   1,042,731 0 99,022
KKR & Co Inc COM 48251W104   57,962,296 1,035,041 SH   SOLE   946,354 0 88,687
KKR & Co Inc 6% MCONV PFD C 48251W401   33,351,152 504,556 SH   SOLE   504,556 0 0
Korn Ferry COM NEW 500643200   12,995,774 262,329 SH   SOLE   239,735 0 22,594
Kroger Co/The COM 501044101   5,258,031 111,873 SH   SOLE   111,873 0 0
L3Harris Technologies Inc COM 502431109   450,513,439 2,301,238 SH   SOLE   2,235,072 0 66,166
Lam Research Corp COM 512807108   133,552,018 207,747 SH   SOLE   191,808 0 15,939
Lamar Advertising Co CL A 512816109   59,919,012 603,718 SH   SOLE   553,054 0 50,664
Lamb Weston Holdings Inc COM 513272104   737,979 6,420 SH   SOLE   6,420 0 0
Lantheus Holdings Inc COM 516544103   10,629,363 126,661 SH   SOLE   114,816 0 11,845
Las Vegas Sands Corp COM 517834107   35,180,016 606,552 SH   SOLE   606,552 0 0
Lattice Semiconductor Corp COM 518415104   171,521,237 1,785,378 SH   SOLE   1,784,954 0 424
Lennar Corp CL A 526057104   3,425,145 27,333 SH   SOLE   27,333 0 0
Leslie's Inc COM 527064109   18,394,672 1,958,964 SH   SOLE   1,958,964 0 0
Liberty Broadband Corp COM SER A 530307107   10,718,582 134,436 SH   SOLE   134,397 0 39
Liberty Broadband Corp COM SER C 530307305   60,165,209 751,032 SH   SOLE   732,167 0 18,865
Liberty Media Corp-Liberty Formula One COM SER C FRMLA 531229854   111,086,494 1,475,644 SH   SOLE   1,449,552 0 26,092
Liberty Media Corp-Liberty Formula One COM SER A FRMLA 531229870   15,408,968 227,876 SH   SOLE   218,268 0 9,608
Liberty Media Corp-Liberty SiriusXM COM C SIRIUSXM 531229607   40,810,873 1,246,895 SH   SOLE   1,210,818 0 36,077
Linde PLC SHS G54950103   813,709,070 2,135,271 SH   SOLE   2,081,470 0 53,801
Lithia Motors Inc COM 536797103   36,848,647 121,169 SH   SOLE   115,613 0 5,556
Live Nation Entertainment Inc COM 538034109   117,616,437 1,290,928 SH   SOLE   1,269,068 0 21,860
Livent Corp COM 53814L108   29,149,791 1,062,697 SH   SOLE   1,062,502 0 195
Lockheed Martin Corp COM 539830109   27,336,765 59,379 SH   SOLE   59,379 0 0
Loews Corp COM 540424108   1,035,587 17,440 SH   SOLE   17,440 0 0
Lowe's Cos Inc COM 548661107   70,105,128 310,612 SH   SOLE   287,015 0 23,597
LXP Industrial Trust COM 529043101   13,254,129 1,359,398 SH   SOLE   1,247,823 0 111,575
M&T Bank Corp COM 55261F104   42,385,215 342,479 SH   SOLE   326,557 0 15,922
Macy's Inc COM 55616P104   1,530,384 95,351 SH   SOLE   42,451 0 52,900
Madison Square Garden Entertainment Corp COM CL A 558256103   34,406,069 1,023,381 SH   SOLE   1,023,381 0 0
Madison Square Garden Sports Corp CL A 55825T103   143,870,097 765,063 SH   SOLE   765,063 0 0
Magellan Midstream Partners LP COM UNIT RP LP 559080106   179,404,136 2,878,757 SH   SOLE   2,877,757 0 1,000
Magnolia Oil & Gas Corp CL A 559663109   17,823,179 852,784 SH   SOLE   852,436 0 348
Maravai LifeSciences Holdings Inc COM CL A 56600D107   38,631,974 3,107,963 SH   SOLE   3,030,162 0 77,801
Marriott International Inc/MD CL A 571903202   3,708,885 20,191 SH   SOLE   20,191 0 0
Marsh & McLennan Cos Inc COM 571748102   707,811,514 3,763,353 SH   SOLE   3,657,589 0 105,764
Marten Transport Ltd COM 573075108   17,577,921 817,578 SH   SOLE   748,665 0 68,913
Martin Marietta Materials Inc COM 573284106   109,679,095 237,560 SH   SOLE   232,078 0 5,482
Marvell Technology Inc COM 573874104   204,488,027 3,420,676 SH   SOLE   3,320,982 0 99,694
Masonite International Corp COM 575385109   163,361,306 1,594,702 SH   SOLE   1,593,691 0 1,011
MasterCard Inc CL A 57636Q104   305,186,100 775,963 SH   SOLE   755,395 0 20,568
Matador Resources Co COM 576485205   85,823,684 1,640,361 SH   SOLE   1,640,083 0 278
Match Group Inc COM 57667L107   96,858,100 2,314,411 SH   SOLE   2,225,011 0 89,400
MAXIMUS Inc COM 577933104   47,102,240 557,357 SH   SOLE   557,357 0 0
McCormick & Co Inc/MD COM NON VTG 579780206   48,564,692 556,743 SH   SOLE   409,376 0 147,367
McDonald's Corp COM 580135101   1,840,891 6,169 SH   SOLE   6,169 0 0
McKesson Corp COM 58155Q103   147,910,297 346,143 SH   SOLE   338,250 0 7,893
MDC Holdings Inc COM 552676108   505,116 10,800 SH   SOLE   10,800 0 0
Medtronic PLC SHS G5960L103   52,287,926 593,507 SH   SOLE   566,255 0 27,252
Melco Resorts & Entertainment Ltd ADR 585464100   8,134,755 666,237 SH   SOLE   418,020 0 248,217
MercadoLibre Inc COM 58733R102   99,549,046 84,036 SH   SOLE   76,404 0 7,632
Merck & Co Inc COM 58933Y105   855,706,090 7,415,773 SH   SOLE   7,274,682 0 141,091
Meritage Homes Corp COM 59001A102   1,469,934 10,332 SH   SOLE   10,332 0 0
Meta Platforms Inc CL A 30303M102   1,604,942,237 5,592,523 SH   SOLE   5,452,784 0 139,739
MetLife Inc COM 59156R108   245,161,801 4,336,844 SH   SOLE   4,220,443 0 116,401
Mettler-Toledo International Inc COM 592688105   35,865,484 27,344 SH   SOLE   27,344 0 0
MGIC Investment Corp COM 552848103   91,059,868 5,766,933 SH   SOLE   5,635,969 0 130,964
MGM Resorts International COM 552953101   39,049,316 889,101 SH   SOLE   889,101 0 0
Microchip Technology Inc COM 595017104   1,712,513 19,115 SH   SOLE   19,115 0 0
Micron Technology Inc COM 595112103   122,905,752 1,947,485 SH   SOLE   1,897,845 0 49,640
Microsoft Corp COM 594918104   5,079,688,548 14,916,569 SH   SOLE   14,409,775 0 506,794
Mirum Pharmaceuticals Inc COM 604749101   531,991 20,564 SH   SOLE   2,664 0 17,900
Mitsubishi UFJ Financial Group Inc SPONSORED ADS 606822104   6,695,188 908,438 SH   SOLE   557,160 0 351,278
Model N Inc COM 607525102   89,222,508 2,523,261 SH   SOLE   2,522,866 0 395
Mondelez International Inc CL A 609207105   538,354,328 7,380,783 SH   SOLE   7,210,411 0 170,372
MongoDB Inc CL A 60937P106   767,318 1,867 SH   SOLE   1,867 0 0
Monolithic Power Systems Inc COM 609839105   220,329,738 407,844 SH   SOLE   407,772 0 72
Monster Beverage Corp COM 61174X109   817,221,953 14,227,402 SH   SOLE   13,743,098 0 484,304
Moog Inc CL A 615394202   1,192,730 11,000 SH   SOLE   11,000 0 0
Morgan Stanley COM NEW 617446448   61,400,895 718,980 SH   SOLE   552,039 0 166,941
Mosaic Co/The COM 61945C103   21,357,455 610,213 SH   SOLE   610,213 0 0
Motorola Solutions Inc COM NEW 620076307   191,261,972 652,148 SH   SOLE   636,765 0 15,383
MP Materials Corp COM CL A 553368101   10,740,308 469,419 SH   SOLE   424,942 0 44,477
MPLX LP COM UNIT REP LTD 55336V100   171,403,652 5,050,196 SH   SOLE   5,050,196 0 0
MSC Industrial Direct Co Inc CL A 553530106   45,545,555 478,018 SH   SOLE   437,898 0 40,120
MSCI Inc COM 55354G100   2,719,536 5,795 SH   SOLE   5,795 0 0
Murphy Oil Corp COM 626717102   11,622,748 303,466 SH   SOLE   303,466 0 0
Murphy USA Inc COM 626755102   125,637,052 403,835 SH   SOLE   393,015 0 10,820
National Grid PLC SPONSORED ADR NE 636274409   6,461,660 95,970 SH   SOLE   95,270 0 700
National Health Investors Inc COM 63633D104   1,461,679 27,884 SH   SOLE   27,884 0 0
National Vision Holdings Inc COM 63845R107   105,616,263 4,348,138 SH   SOLE   4,347,344 0 794
NCR Corp COM 62886E108   87,970,903 3,490,909 SH   SOLE   3,371,953 0 118,956
Netflix Inc COM 64110L106   1,164,888,795 2,644,529 SH   SOLE   2,576,221 0 68,308
Neurocrine Biosciences Inc COM 64125C109   29,421,317 311,997 SH   SOLE   311,997 0 0
New Oriental Education & Technology Group Inc SPON ADR 647581206   2,238,937 56,696 SH   SOLE   42,496 0 14,200
New Relic Inc COM 64829B100   130,338,370 1,991,723 SH   SOLE   1,962,146 0 29,577
Newmont Corp COM 651639106   1,209,155 28,344 SH   SOLE   28,344 0 0
NextEra Energy Inc COM 65339F101   432,229,094 5,825,190 SH   SOLE   5,685,206 0 139,984
NextEra Energy Inc UNIT 09/01/2023 65339F739   8,994,112 183,441 SH   SOLE   183,441 0 0
NextEra Energy Partners LP COM UNIT PART IN 65341B106   40,064,193 683,223 SH   SOLE   683,223 0 0
NEXTracker Inc CLASS A COM 65290E101   5,990,887 150,487 SH   SOLE   150,487 0 0
Nice Ltd SPONSORED ADR 653656108   109,778,601 531,616 SH   SOLE   522,255 0 9,361
NIKE Inc CL B 654106103   642,521,166 5,821,520 SH   SOLE   5,564,961 0 256,559
nLight Inc COM 65487K100   28,533,644 1,850,431 SH   SOLE   1,778,626 0 71,805
NMI Holdings Inc CL A 629209305   17,556,853 679,971 SH   SOLE   615,979 0 63,992
Noble Corporation PLC ORD SHS A G65431127   123,396,770 2,987,092 SH   SOLE   2,877,874 0 109,218
Norfolk Southern Corp COM 655844108   748,308 3,300 SH   SOLE   3,300 0 0
Northrop Grumman Corp COM 666807102   385,440,955 845,636 SH   SOLE   828,627 0 17,009
NorthWestern Corp COM NEW 668074305   2,106,761 37,117 SH   SOLE   37,117 0 0
Novartis AG SPONSORED ADR 66987V109   299,933 2,972 SH   SOLE   2,472 0 500
Novo Nordisk A/S ADR 670100205   213,218,768 1,317,548 SH   SOLE   1,222,604 0 94,944
Novocure Ltd ORD SHS G6674U108   3,316,815 79,923 SH   SOLE   72,516 0 7,407
Nucor Corp COM 670346105   4,819,445 29,390 SH   SOLE   27,912 0 1,478
NuStar Energy LP UNIT COM 67058H102   24,991,423 1,458,076 SH   SOLE   1,458,076 0 0
Nutrien Ltd COM 67077M108   10,463,600 177,199 SH   SOLE   72,544 0 104,655
nVent Electric PLC SHS G6700G107   38,531,146 745,716 SH   SOLE   682,912 0 62,804
NVIDIA Corp COM 67066G104   2,437,561,948 5,762,285 SH   SOLE   5,597,902 0 164,383
NXP Semiconductors NV COM N6596X109   6,436,983 31,449 SH   SOLE   31,301 0 148
Olin Corp COM PAR $1 680665205   39,199,182 762,778 SH   SOLE   744,592 0 18,186
Olink Holding AB SPONSORED ADS 680710100   28,102,266 1,498,788 SH   SOLE   1,498,551 0 237
Omnicell Inc COM 68213N109   98,988,176 1,343,670 SH   SOLE   1,329,623 0 14,047
ON Semiconductor Corp COM 682189105   41,509,081 438,878 SH   SOLE   400,697 0 38,181
OneMain Holdings Inc COM 68268W103   56,981,536 1,304,224 SH   SOLE   1,186,782 0 117,442
Oneok Inc COM 682680103   82,076,920 1,329,827 SH   SOLE   1,328,842 0 985
Onto Innovation Inc COM 683344105   22,948,899 197,037 SH   SOLE   197,037 0 0
Oportun Financial Corp COM 68376D104   885,799 148,375 SH   SOLE   148,375 0 0
Option Care Health Inc COM NEW 68404L201   990,945 30,500 SH   SOLE   30,500 0 0
Oracle Corp COM 68389X105   843,144,887 7,079,897 SH   SOLE   6,931,936 0 147,961
Ormat Technologies Inc COM 686688102   26,191,098 325,517 SH   SOLE   239,040 0 86,477
OSI Systems Inc COM 671044105   46,211,605 392,189 SH   SOLE   392,076 0 113
Otis Worldwide Corp COM 68902V107   130,289,929 1,463,767 SH   SOLE   1,427,091 0 36,676
Pacira BioSciences Inc COM 695127100   46,246,735 1,154,149 SH   SOLE   1,153,909 0 240
PagerDuty Inc COM 69553P100   87,389,725 3,887,443 SH   SOLE   3,887,198 0 245
Palo Alto Networks Inc COM 697435105   917,535,396 3,590,996 SH   SOLE   3,485,856 0 105,140
Paramount Global 5.75% CONV PFD A 92556H305   6,898,135 304,419 SH   SOLE   304,419 0 0
Parker-Hannifin Corp COM 701094104   351,036 900 SH   SOLE   900 0 0
Paychex Inc COM 704326107   9,057,666 80,966 SH   SOLE   80,966 0 0
Paycor HCM Inc COM 70435P102   133,889,230 5,656,495 SH   SOLE   5,601,240 0 55,255
Paylocity Holding Corp COM 70438V106   28,861,038 156,403 SH   SOLE   156,216 0 187
Paymentus Holdings Inc COM CL A 70439P108   7,768,390 735,643 SH   SOLE   673,656 0 61,987
PayPal Holdings Inc COM 70450Y103   445,940,046 6,682,752 SH   SOLE   6,515,696 0 167,056
Penske Automotive Group Inc COM 70959W103   383,249 2,300 SH   SOLE   2,300 0 0
Penumbra Inc COM 70975L107   312,218,183 907,453 SH   SOLE   907,299 0 154
PepsiCo Inc COM 713448108   288,212,453 1,556,055 SH   SOLE   1,530,226 0 25,829
Performance Food Group Co COM 71377A103   329,480,462 5,469,463 SH   SOLE   5,325,454 0 144,009
Petco Health & Wellness Co Inc COM 71601V105   7,597,961 853,703 SH   SOLE   774,621 0 79,082
Pfizer Inc COM 717081103   431,922,568 11,775,424 SH   SOLE   11,487,692 0 287,732
Philip Morris International Inc COM 718172109   200,121 2,050 SH   SOLE   2,050 0 0
Phillips 66 COM 718546104   2,399,475 25,157 SH   SOLE   24,757 0 400
Photronics Inc COM 719405102   20,499,763 794,873 SH   SOLE   727,293 0 67,580
PIMCO Strategic Income Fund Inc COM 72200X104   97,880 18,823 SH   SOLE   18,823 0 0
Pinterest Inc CL A 72352L106   147,981,844 5,412,650 SH   SOLE   5,268,141 0 144,509
Pioneer Natural Resources Co COM 723787107   627,395,070 3,028,261 SH   SOLE   2,955,204 0 73,057
PJT Partners Inc COM CL A 69343T107   72,148,424 1,036,020 SH   SOLE   1,035,792 0 228
Plains All American Pipeline LP UNIT LTD PARTN 726503105   98,394,495 6,978,333 SH   SOLE   6,978,333 0 0
Plains GP Holdings LP LTD PARTNR INT A 72651A207   124,075,879 8,366,546 SH   SOLE   8,366,546 0 0
Playstudios Inc CLASS A COM 72815G108   8,528,173 1,736,899 SH   SOLE   1,575,700 0 161,199
PNC Financial Services Group Inc/The COM 693475105   202,822,920 1,610,345 SH   SOLE   1,569,471 0 40,874
Portland General Electric Co COM NEW 736508847   20,617,565 440,264 SH   SOLE   391,159 0 49,105
POSCO Holdings Inc SPONSORED ADR 693483109   2,523,987 34,131 SH   SOLE   0 0 34,131
PotlatchDeltic Corp COM 737630103   18,679,439 353,443 SH   SOLE   323,125 0 30,318
PPG Industries Inc COM 693506107   560,727,463 3,781,035 SH   SOLE   3,700,882 0 80,153
PPL Corp COM 69351T106   17,799,450 672,693 SH   SOLE   672,693 0 0
Prestige Consumer Healthcare Inc COM 74112D101   17,010,352 286,225 SH   SOLE   261,822 0 24,403
Primoris Services Corp COM 74164F103   20,663,859 678,171 SH   SOLE   620,449 0 57,722
Procore Technologies Inc COM 74275K108   33,452,227 514,096 SH   SOLE   514,096 0 0
Procter & Gamble Co/The COM 742718109   665,848,921 4,388,091 SH   SOLE   4,222,567 0 165,524
PROG Holdings Inc COM NPV 74319R101   17,302,955 538,697 SH   SOLE   492,136 0 46,561
Progressive Corp/The COM 743315103   266,857,821 2,015,999 SH   SOLE   1,901,838 0 114,161
Progyny Inc COM 74340E103   159,205,376 4,046,908 SH   SOLE   3,795,678 0 251,230
ProLogis Inc COM 74340W103   69,039,954 562,994 SH   SOLE   458,479 0 104,515
Prosperity Bancshares Inc COM 743606105   12,607,634 223,223 SH   SOLE   202,437 0 20,786
Public Service Enterprise Group Inc COM 744573106   690,839 11,034 SH   SOLE   10,815 0 219
Public Storage COM 74460D109   132,381,593 453,548 SH   SOLE   441,363 0 12,185
QUALCOMM Inc COM 747525103   36,332,919 305,216 SH   SOLE   301,669 0 3,547
Qualys Inc COM 74758T303   46,400,135 359,218 SH   SOLE   359,134 0 84
Quanta Services Inc COM 74762E102   64,074,960 326,164 SH   SOLE   311,427 0 14,737
QuidelOrtho Corp COM 219798105   904,665 10,918 SH   SOLE   10,918 0 0
R1 RCM Inc COM 77634L105   18,760,441 1,016,826 SH   SOLE   921,791 0 95,035
Rapid7 Inc COM 753422104   12,762,483 281,857 SH   SOLE   255,089 0 26,768
Raytheon Technologies Corp COM 75513E101   1,591,241,865 16,243,792 SH   SOLE   15,882,152 0 361,640
RBC Bearings Inc COM 75524B104   229,305,398 1,054,423 SH   SOLE   1,054,175 0 248
Redwood Trust Inc COM 758075402   11,960,790 1,877,675 SH   SOLE   1,724,276 0 153,399
Regal Rexnord Corp COM 758750103   135,430,350 879,989 SH   SOLE   791,835 0 88,154
RELX PLC SPONSORED ADR 759530108   70,572,280 2,111,046 SH   SOLE   1,993,819 0 117,227
Rentokil Initial PLC SPONSORED ADR 760125104   85,043,166 2,180,035 SH   SOLE   2,129,826 0 50,209
Republic Services Inc COM 760759100   3,645,380 23,800 SH   SOLE   23,800 0 0
Resideo Technologies Inc COM 76118Y104   45,128,474 2,555,406 SH   SOLE   2,551,654 0 3,752
Revvity Inc COM 714046109   14,064,855 118,401 SH   SOLE   107,067 0 11,334
Reynolds Consumer Products Inc COM 76171L106   876,880 31,040 SH   SOLE   31,040 0 0
RLJ Lodging Trust COM 74965L101   13,772,298 1,341,022 SH   SOLE   1,229,396 0 111,626
Ross Stores Inc COM 778296103   42,044,092 374,958 SH   SOLE   374,284 0 674
Royal Gold Inc COM 780287108   39,984,531 348,358 SH   SOLE   348,358 0 0
Rush Enterprises Inc CL A 781846209   19,438,418 320,027 SH   SOLE   291,914 0 28,113
S&P Global Inc COM 78409V104   804,390,072 2,006,511 SH   SOLE   1,953,692 0 52,819
Salesforce Inc COM 79466L302   766,411,612 3,627,812 SH   SOLE   3,474,661 0 153,151
Sanofi SPONSORED ADR 80105N105   9,177,448 170,268 SH   SOLE   100,218 0 70,050
SAP SE SPON ADR 803054204   317,983,142 2,324,268 SH   SOLE   2,213,993 0 110,275
SBA Communications Corp CL A 78410G104   87,346,456 376,883 SH   SOLE   349,712 0 27,171
Schlumberger NV COM STK 806857108   38,234,271 778,385 SH   SOLE   778,385 0 0
Sea Ltd SPONSORD ADS 81141R100   173,694,589 2,992,670 SH   SOLE   2,893,934 0 98,736
Seagate Technology Holdings PLC ORD SHS G7997R103   213,842,484 3,456,319 SH   SOLE   3,356,947 0 99,372
Sempra Energy COM 816851109   846,711,765 5,815,727 SH   SOLE   5,675,564 0 140,163
Sensata Technologies Holdings PLC SHS G8060N102   55,129,130 1,225,364 SH   SOLE   1,086,227 0 139,137
Sensient Technologies Corp COM 81725T100   34,156,117 480,193 SH   SOLE   479,549 0 644
SentinelOne Inc CL A 81730H109   27,732,071 1,836,561 SH   SOLE   1,729,374 0 107,187
Service Corp International/US COM 817565104   25,933,035 401,502 SH   SOLE   401,087 0 415
ServiceNow Inc COM 81762P102   152,062,900 270,589 SH   SOLE   246,383 0 24,206
Shell PLC SPON ADS 780259305   5,372,791 88,983 SH   SOLE   86,709 0 2,274
Sherwin-Williams Co/The COM 824348106   699,404,262 2,634,093 SH   SOLE   2,571,016 0 63,077
Shift4 Payments Inc CL A 82452J109   127,383,868 1,875,775 SH   SOLE   1,875,434 0 341
Shinhan Financial Group Co Ltd SPN ADR RESTRD 824596100   1,837,952 70,528 SH   SOLE   46,039 0 24,489
Shoals Technologies Group Inc CL A 82489W107   217,805,900 8,521,358 SH   SOLE   7,994,272 0 527,086
Shopify Inc CL A 82509L107   106,525,400 1,649,000 SH   SOLE   1,555,021 0 93,979
Silicon Laboratories Inc COM 826919102   28,986,302 183,760 SH   SOLE   183,760 0 0
Silk Road Medical Inc COM 82710M100   56,422,365 1,736,607 SH   SOLE   1,736,417 0 190
Simmons First National Corp CL A $1 PAR 828730200   1,467,682 85,083 SH   SOLE   85,083 0 0
SiteOne Landscape Supply Inc COM 82982L103   16,253,668 97,118 SH   SOLE   97,118 0 0
Six Flags Entertainment Corp COM 83001A102   38,541,253 1,483,497 SH   SOLE   1,408,428 0 75,069
SMART Global Holdings Inc SHS G8232Y101   49,218,631 1,696,609 SH   SOLE   1,580,217 0 116,392
Smartsheet Inc COM CL A 83200N103   28,954,785 756,790 SH   SOLE   756,790 0 0
Snowflake Inc CL A 833445109   301,200,445 1,711,561 SH   SOLE   1,664,791 0 46,770
SolarEdge Technologies Inc COM 83417M104   109,971,613 408,740 SH   SOLE   366,261 0 42,479
Sony Group Corp SPONSORED ADR 835699307   148,289,176 1,646,926 SH   SOLE   1,588,408 0 58,518
Southern Co/The COM 842587107   4,354,938 61,992 SH   SOLE   61,992 0 0
Sovos Brands Inc COM 84612U107   11,209,965 573,107 SH   SOLE   518,953 0 54,154
SPDR Gold Shares GOLD SHS 78463V107   615,210 3,451 SH   SOLE   3,451 0 0
SPDR S&P 500 ETF Trust TR UNIT 78462F103   1,523,997 3,438 SH   SOLE   1,486 0 1,952
Sphere Entertainment Co CL A 55826T102   4,497,027 164,185 SH   SOLE   164,185 0 0
Splunk Inc COM 848637104   456,840,085 4,306,156 SH   SOLE   4,194,264 0 111,892
Spotify Technology SA SHS L8681T102   848,988 5,288 SH   SOLE   5,288 0 0
Sprout Social Inc COM CL A 85209W109   109,419,096 2,370,431 SH   SOLE   2,327,184 0 43,247
SPX Technologies Inc COM 78473E103   5,598,248 65,885 SH   SOLE   65,885 0 0
STAAR Surgical Co COM PAR $0.01 852312305   28,460,504 541,383 SH   SOLE   541,362 0 21
Starbucks Corp COM 855244109   93,413,699 943,001 SH   SOLE   916,574 0 26,427
STERIS PLC SHS USD G8473T100   25,350,937 112,681 SH   SOLE   112,585 0 96
Sterling Check Corp COM 85917T109   10,134,051 826,595 SH   SOLE   755,577 0 71,018
Stevanato Group S.p.A. ORD SHS T9224W109   53,940,550 1,665,860 SH   SOLE   1,665,860 0 0
Stoneridge Inc COM 86183P102   2,116,214 112,266 SH   SOLE   68,166 0 44,100
Stride Inc COM 86333M108   9,311,859 250,117 SH   SOLE   226,051 0 24,066
Stryker Corp COM 863667101   706,548,548 2,315,869 SH   SOLE   2,261,060 0 54,809
Suburban Propane Partners LP UNIT LTD PARTN 864482104   8,525,066 576,018 SH   SOLE   576,018 0 0
Summit Materials Inc CL A 86614U100   114,573,350 3,027,037 SH   SOLE   2,905,191 0 121,846
Sun Communities Inc COM 866674104   35,326,261 270,782 SH   SOLE   270,410 0 372
Suncor Energy Inc COM 867224107   191,951,680 6,546,783 SH   SOLE   6,407,857 0 138,926
Sunnova Energy International Inc COM 86745K104   12,215,531 667,151 SH   SOLE   604,052 0 63,099
Sunoco LP COM UT REP LP 86765K109   23,882,641 548,270 SH   SOLE   548,270 0 0
Surgery Partners Inc COM 86881A100   235,583,471 5,236,352 SH   SOLE   5,092,386 0 143,966
Syneos Health Inc CL A 87166B102   66,261,102 1,572,404 SH   SOLE   1,548,189 0 24,215
Synopsys Inc COM 871607107   37,012,462 85,006 SH   SOLE   61,758 0 23,248
Sysco Corp COM 871829107   4,402,805 59,337 SH   SOLE   59,337 0 0
Taiwan Semiconductor Manufacturing Co Ltd SPONSORED ADS 874039100   46,850,293 464,232 SH   SOLE   464,232 0 0
Targa Resources Corp COM 87612G101   118,207,272 1,553,315 SH   SOLE   1,553,315 0 0
Target Corp COM 87612E106   599,090 4,542 SH   SOLE   3,216 0 1,326
TC Energy Corp COM 87807B107   81,821,800 2,024,791 SH   SOLE   1,946,293 0 78,498
TE Connectivity Ltd SHS H84989104   921,981,332 6,578,063 SH   SOLE   6,417,859 0 160,204
Teck Resources Ltd CL B 878742204   19,379,140 460,312 SH   SOLE   460,312 0 0
Teledyne Technologies Inc COM 879360105   132,011,639 321,110 SH   SOLE   320,783 0 327
Teleflex Inc COM 879369106   31,398,799 129,731 SH   SOLE   129,560 0 171
Templeton Global Income Fund COM 880198106   45,540 11,000 SH   SOLE   11,000 0 0
Tenet Healthcare Corp COM NEW 88033G407   439,940 5,406 SH   SOLE   477 0 4,929
Tennant Co COM 880345103   69,222,776 853,443 SH   SOLE   853,243 0 200
Terex Corp COM 880779103   24,578,687 410,809 SH   SOLE   374,856 0 35,953
Tesla Inc COM 88160R101   340,139,184 1,299,382 SH   SOLE   1,270,773 0 28,609
Texas Instruments Inc COM 882508104   173,608,818 964,386 SH   SOLE   937,719 0 26,667
Textainer Group Holdings Ltd SHS G8766E109   28,178,735 715,560 SH   SOLE   654,928 0 60,632
Thermo Fisher Scientific Inc COM 883556102   847,281,116 1,623,922 SH   SOLE   1,562,362 0 61,560
Third Coast Bancshares Inc COM 88422P109   1,077,081 67,869 SH   SOLE   67,869 0 0
Thomson Reuters Corp COM 884903808   148,503,900 1,100,518 SH   SOLE   1,079,076 0 21,442
Thoughtworks Holding Inc COM 88546E105   7,835,520 1,037,817 SH   SOLE   941,623 0 96,194
TJX Cos Inc/The COM 872540109   420,922,423 4,964,293 SH   SOLE   4,887,714 0 76,579
T-Mobile US Inc COM 872590104   117,950,927 849,179 SH   SOLE   826,281 0 22,898
Topgolf Callaway Brands Corp COM 131193104   32,861,417 1,655,487 SH   SOLE   1,655,487 0 0
TotalEnergies SE SPONSORED ADS 89151E109   110,617,742 1,919,114 SH   SOLE   1,856,289 0 62,825
Tractor Supply Co COM 892356106   5,772,286 26,107 SH   SOLE   25,616 0 491
Trade Desk Inc/The COM CL A 88339J105   935,752 12,118 SH   SOLE   12,118 0 0
Tradeweb Markets Inc CL A 892672106   51,340,903 749,721 SH   SOLE   749,721 0 0
Trane Technologies PLC SHS G8994E103   53,334,955 278,861 SH   SOLE   201,702 0 77,159
Travelers Cos Inc/The COM 89417E109   686,266,988 3,951,785 SH   SOLE   3,868,831 0 82,954
Trex Co Inc COM 89531P105   306,406,771 4,673,685 SH   SOLE   4,456,842 0 216,843
Trico Bancshares COM 896095106   1,139,623 34,326 SH   SOLE   34,326 0 0
Trinity Capital Inc COM 896442308   2,603,588 196,349 SH   SOLE   196,349 0 0
Trupanion Inc COM 898202106   17,004,504 864,050 SH   SOLE   863,819 0 231
Uber Technologies Inc COM 90353T100   602,081,565 13,946,759 SH   SOLE   13,624,325 0 322,434
UBS Group AG SHS H42097107   3,940,610 194,406 SH   SOLE   188,784 0 5,622
Ultragenyx Pharmaceutical Inc COM 90400D108   127,468,532 2,763,246 SH   SOLE   2,733,628 0 29,618
Unilever PLC SPON ADR NEW 904767704   7,143,320 137,029 SH   SOLE   80,680 0 56,349
Union Pacific Corp COM 907818108   404,468,578 1,976,682 SH   SOLE   1,931,654 0 45,028
United Airlines Holdings Inc COM 910047109   41,883,588 763,324 SH   SOLE   763,324 0 0
United Parcel Service Inc CL B 911312106   1,102,448,048 6,150,338 SH   SOLE   5,997,642 0 152,696
United Rentals Inc COM 911363109   27,083,886 60,812 SH   SOLE   60,812 0 0
UnitedHealth Group Inc COM 91324P102   3,022,843,376 6,289,205 SH   SOLE   6,088,125 0 201,080
Unity Software Inc COM 91332U101   128,630,865 2,962,480 SH   SOLE   2,879,432 0 83,048
Universal Health Services Inc CL B 913903100   871,364 5,523 SH   SOLE   5,523 0 0
Unum Group COM 91529Y106   1,638,400 34,348 SH   SOLE   33,654 0 694
Urban Outfitters Inc COM 917047102   11,113,279 335,445 SH   SOLE   303,885 0 31,560
US Bancorp COM NEW 902973304   157,512,534 4,767,329 SH   SOLE   4,702,778 0 64,551
Utilities Select Sector SPDR Fund SBI INT-UTILS 81369Y886   1,857,972 28,392 SH   SOLE   28,392 0 0
Utz Brands Inc COM CL A 918090101   14,276,567 872,651 SH   SOLE   796,134 0 76,517
Valaris Limited CL A G9460G101   14,698,620 233,571 SH   SOLE   233,477 0 94
VanEck Gold Miners ETF/USA GOLD MINERS ETF 92189F106   538,969 17,900 SH   SOLE   17,900 0 0
Vanguard International Dividend Appreciation ETF INTL DVD ETF 921946810   225,270 3,000 SH   SOLE   3,000 0 0
Vanguard Short-Term Inflation-Protected Securities ETF STRM INFPROIDX 922020805   1,607,538 33,900 SH   SOLE   33,900 0 0
Varonis Systems Inc COM 922280102   97,109,283 3,643,876 SH   SOLE   3,594,750 0 49,126
Veeva Systems Inc CL A COM 922475108   2,101,672 10,629 SH   SOLE   10,629 0 0
Veritex Holdings Inc COM 923451108   563,540 31,430 SH   SOLE   31,430 0 0
Verizon Communications Inc COM 92343V104   235,443,656 6,330,832 SH   SOLE   6,172,026 0 158,806
Vertex Pharmaceuticals Inc COM 92532F100   1,109,016,775 3,151,422 SH   SOLE   3,075,718 0 75,704
Vertiv Holdings Co COM CL A 92537N108   198,534,107 8,015,103 SH   SOLE   7,914,210 0 100,893
Viavi Solutions Inc COM 925550105   40,078,408 3,537,371 SH   SOLE   3,536,626 0 745
Visa Inc COM CL A 92826C839   2,472,027,134 10,409,412 SH   SOLE   10,087,681 0 321,731
Vista Outdoor Inc COM 928377100   17,790,668 642,959 SH   SOLE   642,715 0 244
Visteon Corp COM NEW 92839U206   11,169,752 77,778 SH   SOLE   70,522 0 7,256
Vistra Corp COM 92840M102   109,829,902 4,183,996 SH   SOLE   4,080,088 0 103,908
Vodafone Group PLC SPONSORED ADR 92857W308   1,928,055 204,027 SH   SOLE   125,930 0 78,097
Vulcan Materials Co COM 929160109   682,128,359 3,025,765 SH   SOLE   2,948,032 0 77,733
Wabash National Corp COM 929566107   2,424,980 94,578 SH   SOLE   52,678 0 41,900
WalkMe Ltd. ORD SHS M97628107   9,072,200 945,021 SH   SOLE   853,764 0 91,257
Walmart Inc COM 931142103   258,305,343 1,643,373 SH   SOLE   1,631,028 0 12,345
WALT DISNEY COMPANY COM 254687106   242,529,877 2,716,508 SH   SOLE   2,538,257 0 178,251
Warner Bros Discovery Inc COM SER A 934423104   91,852,765 7,324,782 SH   SOLE   7,124,798 0 199,984
Washington Federal Inc COM 938824109   14,126,261 532,664 SH   SOLE   487,279 0 45,385
Waste Management Inc COM 94106L109   525,977,859 3,032,971 SH   SOLE   2,972,743 0 60,228
Webster Financial Corp COM 947890109   1,861,151 49,302 SH   SOLE   49,302 0 0
WEC Energy Group Inc COM 92939U106   13,699,041 155,248 SH   SOLE   154,473 0 775
Wells Fargo & Co COM 949746101   164,093,606 3,844,742 SH   SOLE   3,737,983 0 106,759
WesBanco Inc COM 950810101   11,634,414 454,292 SH   SOLE   454,103 0 189
Western Alliance Bancorp COM 957638109   1,054,822 28,923 SH   SOLE   28,923 0 0
Western Digital Corp COM 958102105   91,111,205 2,402,088 SH   SOLE   2,332,068 0 70,020
Western Midstream Partners LP COM UNIT LP INT 958669103   130,378,552 4,916,235 SH   SOLE   4,916,235 0 0
Westlake Chemical Partners LP COM UNIT RP LP 960417103   10,242,170 472,207 SH   SOLE   472,207 0 0
Weyerhaeuser Co COM NEW 962166104   546,419 16,306 SH   SOLE   15,517 0 789
Wheaton Precious Metals Corp COM 962879102   29,693,180 687,024 SH   SOLE   655,230 0 31,794
Williams Cos Inc/The COM 969457100   767,309,377 23,515,457 SH   SOLE   22,991,628 0 523,829
Williams-Sonoma Inc COM 969904101   34,690,310 277,212 SH   SOLE   202,458 0 74,754
Willis Towers Watson PLC SHS G96629103   406,944 1,728 SH   SOLE   0 0 1,728
WillScot Mobile Mini Holdings Corp COM CL A 971378104   264,578,277 5,536,269 SH   SOLE   5,365,711 0 170,558
Wingstop Inc COM 974155103   161,813,730 808,422 SH   SOLE   808,290 0 132
Wintrust Financial Corp COM 97650W108   18,252,813 251,347 SH   SOLE   227,100 0 24,247
Wix.com Ltd SHS M98068105   59,238,898 757,143 SH   SOLE   757,041 0 102
Wolfspeed Inc COM 977852102   300,196,870 5,400,196 SH   SOLE   5,290,370 0 109,826
Woodside Energy Group Ltd SPONSORED ADR 980228308   3,769,560 162,551 SH   SOLE   157,822 0 4,729
Workday Inc CL A 98138H101   491,255,497 2,174,755 SH   SOLE   2,103,178 0 71,577
Workiva Inc COM CL A 98139A105   46,421,086 456,631 SH   SOLE   455,892 0 739
World Wrestling Entertainment Inc CL A 98156Q108   142,584,903 1,314,510 SH   SOLE   1,298,708 0 15,802
WW Grainger Inc COM 384802104   934,594,273 1,185,146 SH   SOLE   1,152,048 0 33,098
Xometry Inc CLASS A COM 98423F109   22,426,237 1,058,840 SH   SOLE   1,058,572 0 268
XPO Inc COM 983793100   106,406,556 1,803,501 SH   SOLE   1,803,237 0 264
Zai Lab Ltd ADR 98887Q104   22,497,737 811,314 SH   SOLE   799,914 0 11,400
Zebra Technologies Corp CL A 989207105   33,714,988 113,967 SH   SOLE   109,514 0 4,453
Zeta Global Holdings Corp CL A 98956A105   25,292,124 2,961,607 SH   SOLE   2,961,607 0 0
Zimmer Biomet Holdings Inc COM 98956P102   65,273,354 448,306 SH   SOLE   448,306 0 0
Zoetis Inc CL A 98978V103   567,032,771 3,292,682 SH   SOLE   3,192,914 0 99,768