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
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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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
10X GENOMICS INC CL A COM 88025U109 251 3,300 SH   SOLE   3,300 0 0
2U INC COM 90214J101 996 75,000 SH   SOLE   75,000 0 0
908 DEVICES INC COM 65443P102 3,523 185,319 SH   SOLE   171,539 0 13,780
ABBOTT LABS COM 002824100 593,667 5,015,773 SH   SOLE   4,750,348 0 265,425
ABIOMED INC COM 003654100 533,499 1,610,612 SH   SOLE   1,610,612 0 0
ACCURAY INC COM 004397105 1,544 466,600 SH   SOLE   466,600 0 0
ACTIVISION BLIZZARD INC COM 00507V109 410,326 5,122,030 SH   SOLE   4,879,380 0 242,650
ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109 2,714 195,500 SH   SOLE   195,500 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 2,975,658 6,531,008 SH   SOLE   6,259,098 0 271,910
AECOM COM 00766T100 1,534,098 19,972,636 SH   SOLE   18,731,848 0 1,240,788
AGILENT TECHNOLOGIES INC COM 00846U101 344,376 2,602,401 SH   SOLE   2,292,461 0 309,940
ALASKA AIR GROUP INC COM 011659109 267,193 4,605,987 SH   SOLE   4,605,987 0 0
ALBEMARLE CORP COM 012653101 575,398 2,601,845 SH   SOLE   2,401,520 0 200,325
ALCON AG ORD SHS H01301128 71,666 903,390 SH   SOLE   854,360 0 49,030
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1,888,610 17,358,547 SH   SOLE   16,649,802 0 708,745
ALKERMES PLC SHS G01767105 149,122 5,667,890 SH   SOLE   5,433,320 0 234,570
ALLEGIANT TRAVEL CO COM 01748X102 7,153 44,050 SH   SOLE   44,050 0 0
ALLOGENE THERAPEUTICS INC COM 019770106 44,696 4,906,266 SH   SOLE   4,906,266 0 0
ALPHABET INC CAP STK CL A 02079K305 3,074,807 1,105,509 SH   SOLE   1,042,941 0 62,568
ALPHABET INC CAP STK CL C 02079K107 2,075,672 743,172 SH   SOLE   699,394 0 43,778
ALTAIR ENGR INC COM CL A 021369103 50,976 791,550 SH   SOLE   791,550 0 0
ALTICE USA INC CL A 02156K103 22,358 1,791,500 SH   SOLE   1,791,500 0 0
ALTRIA GROUP INC COM 02209S103 67,357 1,289,124 SH   SOLE   1,289,124 0 0
AMAZON COM INC COM 023135106 1,264,388 387,855 SH   SOLE   384,110 0 3,745
AMBARELLA INC SHS G037AX101 14,227 135,600 SH   SOLE   135,600 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 731,485 40,081,381 SH   SOLE   39,212,976 0 868,405
AMERICAN HOMES 4 RENT CL A 02665T306 24,314 607,400 SH   SOLE   415,600 0 191,800
AMETEK INC COM 031100100 126,474 949,650 SH   SOLE   910,150 0 39,500
AMGEN INC COM 031162100 3,802,875 15,726,055 SH   SOLE   15,214,387 0 511,668
AMICUS THERAPEUTICS INC COM 03152W109 13,529 1,428,600 SH   SOLE   1,428,600 0 0
ANALOG DEVICES INC COM 032654105 717,083 4,341,220 SH   SOLE   4,170,405 0 170,815
APPLE INC COM 037833100 371,011 2,124,800 SH   SOLE   2,124,800 0 0
APPLIED MATLS INC COM 038222105 551,554 4,184,783 SH   SOLE   3,945,128 0 239,655
ARBUTUS BIOPHARMA CORP COM 03879J100 1,374 461,000 SH   SOLE   461,000 0 0
ARISTA NETWORKS INC COM 040413106 1,473 10,600 SH   SOLE   4,200 0 6,400
ARLO TECHNOLOGIES INC COM 04206A101 46,320 5,227,970 SH   SOLE   4,711,990 0 515,980
ARMSTRONG WORLD INDS INC NEW COM 04247X102 900 10,000 SH   SOLE   10,000 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 497,277 744,504 SH   SOLE   696,345 0 48,159
ASSETMARK FINL HLDGS INC COM 04546L106 5,600 251,700 SH   SOLE   251,700 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 3,072,728 46,317,880 SH   SOLE   43,898,770 0 2,419,110
AURORA INNOVATION INC CLASS A COM 051774107 52,691 9,426,000 SH   SOLE   9,426,000 0 0
AUTODESK INC COM 052769106 152,060 709,400 SH   SOLE   709,400 0 0
AUTOZONE INC COM 053332102 12,421 6,075 SH   SOLE   6,075 0 0
AXCELIS TECHNOLOGIES INC COM NEW 054540208 146,135 1,934,800 SH   SOLE   1,934,800 0 0
AXON ENTERPRISE INC COM 05464C101 29,639 215,200 SH   SOLE   215,200 0 0
BAIDU INC SPON ADR REP A 056752108 1,261,484 9,535,029 SH   SOLE   9,195,279 0 339,750
BATH & BODY WORKS INC COM 070830104 284,243 5,946,515 SH   SOLE   5,612,506 0 334,009
BEIGENE LTD SPONSORED ADR 07725L102 699,480 3,708,804 SH   SOLE   3,662,954 0 45,850
BERKELEY LTS INC COM 084310101 186 26,145 SH   SOLE   26,145 0 0
BIOGEN INC COM 09062X103 3,334,768 15,834,606 SH   SOLE   15,305,942 0 528,664
BIOMARIN PHARMACEUTICAL INC COM 09061G101 1,370,797 17,779,470 SH   SOLE   16,875,977 0 903,493
BIONTECH SE SPONSORED ADS 09075V102 723,527 4,242,068 SH   SOLE   3,986,898 0 255,170
BJS WHSL CLUB HLDGS INC COM 05550J101 51,985 768,900 SH   SOLE   768,900 0 0
BK OF AMERICA CORP COM 060505104 1,244,877 30,200,791 SH   SOLE   28,534,436 0 1,666,355
BLACKBERRY LTD COM 09228F103 291,872 39,124,922 SH   SOLE   38,429,172 0 695,750
BLOOM ENERGY CORP COM CL A 093712107 1,198 49,600 SH   SOLE   49,600 0 0
BOOT BARN HLDGS INC COM 099406100 6,863 72,400 SH   SOLE   72,400 0 0
BOSTON SCIENTIFIC CORP COM 101137107 1,679,513 37,920,819 SH   SOLE   37,027,092 0 893,727
BRIDGEBIO PHARMA INC COM 10806X102 11,493 1,132,350 SH   SOLE   1,132,350 0 0
BRINKER INTL INC COM 109641100 30,326 794,700 SH   SOLE   699,500 0 95,200
BRISTOL-MYERS SQUIBB CO COM 110122108 1,633,708 22,370,375 SH   SOLE   21,302,512 0 1,067,863
BURLINGTON STORES INC COM 122017106 121,134 664,950 SH   SOLE   664,950 0 0
CALAVO GROWERS INC COM 128246105 1,309 35,900 SH   SOLE   35,900 0 0
CALITHERA BIOSCIENCES INC COM 13089P101 4,336 10,733,000 SH   SOLE   10,733,000 0 0
CAMECO CORP COM 13321L108 34,408 1,182,400 SH   SOLE   1,182,400 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 155,514 3,026,150 SH   SOLE   2,813,600 0 212,550
CARMAX INC COM 143130102 633,894 6,570,207 SH   SOLE   5,939,607 0 630,600
CARNIVAL CORP COMMON STOCK 143658300 292,153 14,448,724 SH   SOLE   13,822,001 0 626,723
CARRIER GLOBAL CORPORATION COM 14448C104 228,317 4,977,472 SH   SOLE   4,890,372 0 87,100
CATERPILLAR INC COM 149123101 668,172 2,998,708 SH   SOLE   2,908,762 0 89,946
CBOE GLOBAL MKTS INC COM 12503M108 3,616 31,600 SH   SOLE   20,000 0 11,600
CELANESE CORP DEL COM 150870103 1,143 8,000 SH   SOLE   0 0 8,000
CERENCE INC COM 156727109 14,632 405,309 SH   SOLE   311,944 0 93,365
CERNER CORP COM 156782104 1,815 19,400 SH   SOLE   19,400 0 0
CERUS CORP COM 157085101 52,334 9,532,600 SH   SOLE   9,532,600 0 0
CHARLES RIV LABS INTL INC COM 159864107 92,259 324,890 SH   SOLE   324,890 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 134,580 246,700 SH   SOLE   246,700 0 0
CHEGG INC COM 163092109 49,591 1,366,900 SH   SOLE   1,366,900 0 0
CIENA CORP COM NEW 171779309 6,129 101,085 SH   SOLE   97,400 0 3,685
CISCO SYS INC COM 17275R102 418,116 7,498,490 SH   SOLE   7,050,283 0 448,207
CITIGROUP INC COM NEW 172967424 238,097 4,458,746 SH   SOLE   4,131,990 0 326,756
CME GROUP INC COM 12572Q105 332,726 1,398,830 SH   SOLE   1,292,030 0 106,800
COLFAX CORP COM 194014106 19,509 490,300 SH   SOLE   490,300 0 0
COMCAST CORP NEW CL A 20030N101 18,939 404,507 SH   SOLE   404,507 0 0
COMSCORE INC COM 20564W105 15,848 5,446,047 SH   SOLE   5,446,047 0 0
CONSTELLATION BRANDS INC CL A 21036P108 6,933 30,100 SH   SOLE   30,100 0 0
CONTROLADORA VUELA COMP DE A SPON ADR RP 10 21240E105 1,310 72,000 SH   SOLE   72,000 0 0
CORNING INC COM 219350105 363,797 9,856,319 SH   SOLE   9,521,319 0 335,000
CORTEVA INC COM 22052L104 117,733 2,048,240 SH   SOLE   1,953,730 0 94,510
COTERRA ENERGY INC COM 127097103 116,374 4,314,950 SH   SOLE   3,973,050 0 341,900
CROWDSTRIKE HLDGS INC CL A 22788C105 52,166 229,725 SH   SOLE   229,725 0 0
CSX CORP COM 126408103 150,897 4,029,300 SH   SOLE   4,029,300 0 0
CURTISS WRIGHT CORP COM 231561101 210,245 1,400,142 SH   SOLE   1,341,142 0 59,000
CVS HEALTH CORP COM 126650100 418,317 4,133,155 SH   SOLE   3,930,175 0 202,980
CYBERARK SOFTWARE LTD SHS M2682V108 13,638 80,820 SH   SOLE   80,820 0 0
DANAHER CORPORATION COM 235851102 31,800 108,409 SH   SOLE   108,409 0 0
DARDEN RESTAURANTS INC COM 237194105 7,937 59,700 SH   SOLE   59,700 0 0
DEERE & CO COM 244199105 159,030 382,780 SH   SOLE   382,780 0 0
DELL TECHNOLOGIES INC CL C 24703L202 23,206 462,370 SH   SOLE   444,860 0 17,510
DELTA AIR LINES INC DEL COM NEW 247361702 755,733 19,098,638 SH   SOLE   18,425,188 0 673,450
DESCARTES SYS GROUP INC COM 249906108 258,718 3,531,506 SH   SOLE   3,512,206 0 19,300
DIEBOLD NIXDORF INC COM STK 253651103 1,709 254,000 SH   SOLE   254,000 0 0
DISCOVER FINL SVCS COM 254709108 357,077 3,240,558 SH   SOLE   3,233,158 0 7,400
DISNEY WALT CO COM 254687106 476,980 3,477,547 SH   SOLE   3,430,997 0 46,550
DOCUSIGN INC COM 256163106 3,275 30,575 SH   SOLE   30,575 0 0
DOLLAR GEN CORP NEW COM 256677105 4,030 18,100 SH   SOLE   18,100 0 0
DOLLAR TREE INC COM 256746108 249,438 1,557,525 SH   SOLE   1,459,425 0 98,100
DOORDASH INC CL A 25809K105 17,362 148,150 SH   SOLE   141,250 0 6,900
DOW INC COM 260557103 130,349 2,045,652 SH   SOLE   1,925,759 0 119,893
DUPONT DE NEMOURS INC COM 26614N102 152,663 2,074,786 SH   SOLE   1,975,872 0 98,914
EBAY INC. COM 278642103 148,543 2,594,180 SH   SOLE   2,594,180 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 249,037 2,115,500 SH   SOLE   2,115,500 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 803,162 30,784,292 SH   SOLE   29,757,308 0 1,026,984
ELECTRONIC ARTS INC COM 285512109 107,575 850,325 SH   SOLE   812,900 0 37,425
ENTEGRIS INC COM 29362U104 413,825 3,152,712 SH   SOLE   3,116,631 0 36,081
EOG RES INC COM 26875P101 361,235 3,029,729 SH   SOLE   3,029,729 0 0
EPIZYME INC COM 29428V104 17,851 15,522,777 SH   SOLE   15,522,777 0 0
EPR PPTYS COM SH BEN INT 26884U109 10,450 191,000 SH   SOLE   191,000 0 0
ERICSSON ADR B SEK 10 294821608 870,613 95,253,057 SH   SOLE   91,410,257 0 3,842,800
EVERCORE INC CLASS A 29977A105 45,786 411,300 SH   SOLE   411,300 0 0
EXACT SCIENCES CORP COM 30063P105 35,261 504,300 SH   SOLE   504,300 0 0
FARO TECHNOLOGIES INC COM 311642102 3,034 58,430 SH   SOLE   58,430 0 0
FEDEX CORP COM 31428X106 3,063,020 13,237,477 SH   SOLE   12,741,504 0 495,973
FIBROGEN INC COM 31572Q808 160,081 13,317,857 SH   SOLE   12,299,138 0 1,018,719
FIDELITY NATL INFORMATION SV COM 31620M106 121,287 1,207,800 SH   SOLE   1,197,900 0 9,900
FIVE BELOW INC COM 33829M101 3,547 22,400 SH   SOLE   22,400 0 0
FLEX LTD ORD Y2573F102 1,013,063 54,612,570 SH   SOLE   51,234,681 0 3,377,889
FLUIDIGM CORP DEL COM 34385P108 18,040 5,025,073 SH   SOLE   5,025,073 0 0
FORMFACTOR INC COM 346375108 129,997 3,092,959 SH   SOLE   3,092,959 0 0
FREEPORT-MCMORAN INC CL B 35671D857 207,425 4,170,175 SH   SOLE   4,116,275 0 53,900
FRESHWORKS INC CLASS A COM 358054104 4,998 278,900 SH   SOLE   278,900 0 0
FRONTIER GROUP HLDGS INC COM 35909R108 812 71,700 SH   SOLE   71,700 0 0
GAN LTD SHS G3728V109 9,113 1,890,585 SH   SOLE   1,890,585 0 0
GENERAL DYNAMICS CORP COM 369550108 234,567 972,580 SH   SOLE   968,080 0 4,500
GIBRALTAR INDS INC COM 374689107 15,337 357,100 SH   SOLE   357,100 0 0
GILDAN ACTIVEWEAR INC COM 375916103 4,052 108,100 SH   SOLE   108,100 0 0
GITLAB INC CLASS A COM 37637K108 8,739 160,500 SH   SOLE   160,500 0 0
GLAUKOS CORP COM 377322102 30,789 532,500 SH   SOLE   532,500 0 0
GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 24,019 551,400 SH   SOLE   551,400 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 228,479 692,150 SH   SOLE   692,150 0 0
GREIF INC CL B 397624206 1,785 28,000 SH   SOLE   28,000 0 0
GROCERY OUTLET HLDG CORP COM 39874R101 19,514 595,300 SH   SOLE   595,300 0 0
GROWGENERATION CORP COM 39986L109 10,683 1,159,900 SH   SOLE   1,159,900 0 0
GUARDANT HEALTH INC COM 40131M109 13,749 207,568 SH   SOLE   207,568 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101 24,077 337,500 SH   SOLE   337,500 0 0
HAWAIIAN HOLDINGS INC COM 419879101 4,817 244,500 SH   SOLE   244,500 0 0
HEALTH CATALYST INC COM 42225T107 7,095 271,527 SH   SOLE   271,527 0 0
HERTZ GLOBAL HLDGS INC COM NEW 42806J700 16,311 736,400 SH   SOLE   736,400 0 0
HESS CORP COM 42809H107 988,866 9,238,285 SH   SOLE   9,000,255 0 238,030
HEWLETT PACKARD ENTERPRISE C COM 42824C109 925,672 55,396,291 SH   SOLE   52,964,879 0 2,431,412
HILTON WORLDWIDE HLDGS INC COM 43300A203 83,998 553,565 SH   SOLE   553,565 0 0
HONEYWELL INTL INC COM 438516106 44,753 230,000 SH   SOLE   230,000 0 0
HP INC COM 40434L105 878,400 24,198,335 SH   SOLE   23,034,026 0 1,164,309
HUBSPOT INC COM 443573100 73,046 153,800 SH   SOLE   153,800 0 0
HUMANA INC COM 444859102 10,311 23,695 SH   SOLE   23,695 0 0
IDEX CORP COM 45167R104 74,987 391,105 SH   SOLE   330,815 0 60,290
ILLUMINA INC COM 452327109 217,445 622,338 SH   SOLE   597,290 0 25,048
IMAX CORP COM 45245E109 22,129 1,169,000 SH   SOLE   1,169,000 0 0
IMMUNOGEN INC COM 45253H101 3,602 756,827 SH   SOLE   756,827 0 0
INDIE SEMICONDUCTOR INC CLASS A COM 45569U101 10,475 1,341,219 SH   SOLE   1,341,219 0 0
INGEVITY CORP COM 45688C107 3,139 49,000 SH   SOLE   49,000 0 0
INSULET CORP COM 45784P101 328,731 1,234,020 SH   SOLE   1,234,020 0 0
INTEL CORP COM 458140100 2,143,666 43,253,961 SH   SOLE   40,475,185 0 2,778,776
INTUIT COM 461202103 945,274 1,965,881 SH   SOLE   1,896,706 0 69,175
IQVIA HLDGS INC COM 46266C105 141,310 611,177 SH   SOLE   607,372 0 3,805
IROBOT CORP COM 462726100 149,557 2,358,938 SH   SOLE   2,358,938 0 0
JABIL INC COM 466313103 230,603 3,735,675 SH   SOLE   3,354,775 0 380,900
JACOBS ENGR GROUP INC COM 469814107 907,873 6,587,862 SH   SOLE   6,220,277 0 367,585
JAMF HLDG CORP COM 47074L105 3,585 103,000 SH   SOLE   103,000 0 0
JELD-WEN HLDG INC COM 47580P103 3,283 161,900 SH   SOLE   161,900 0 0
JETBLUE AWYS CORP COM 477143101 223,357 14,940,256 SH   SOLE   14,171,353 0 768,903
JPMORGAN CHASE & CO COM 46625H100 1,422,246 10,433,139 SH   SOLE   9,879,470 0 553,669
KEYSIGHT TECHNOLOGIES INC COM 49338L103 190,255 1,204,375 SH   SOLE   1,081,115 0 123,260
KIRBY CORP COM 497266106 31,908 442,000 SH   SOLE   442,000 0 0
KLA CORP COM NEW 482480100 2,695,047 7,362,309 SH   SOLE   7,188,594 0 173,715
KROGER CO COM 501044101 1,434 25,000 SH   SOLE   25,000 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 62,441 251,300 SH   SOLE   251,300 0 0
LAS VEGAS SANDS CORP COM 517834107 45,066 1,159,400 SH   SOLE   1,159,400 0 0
LESLIES INC COM 527064109 18,911 976,800 SH   SOLE   976,800 0 0
LI-CYCLE HOLDINGS CORP COMMON SHARES 50202P105 15,545 1,839,700 SH   SOLE   1,839,700 0 0
LILLY ELI & CO COM 532457108 8,268,427 28,873,231 SH   SOLE   27,731,103 0 1,142,128
LINDE PLC SHS G5494J103 88,546 277,200 SH   SOLE   277,200 0 0
LIVANOVA PLC SHS G5509L101 370,442 4,526,965 SH   SOLE   4,483,445 0 43,520
LIVE NATION ENTERTAINMENT IN COM 538034109 122,697 1,042,985 SH   SOLE   1,014,895 0 28,090
LOWES COS INC COM 548661107 51,558 255,000 SH   SOLE   255,000 0 0
LPL FINL HLDGS INC COM 50212V100 47,862 262,000 SH   SOLE   262,000 0 0
LYFT INC CL A COM 55087P104 179,878 4,684,311 SH   SOLE   4,498,911 0 185,400
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 6,262 104,600 SH   SOLE   104,600 0 0
MADISON SQUARE GRDN ENTERTNM CL A 55826T102 61,043 732,721 SH   SOLE   732,721 0 0
MADISON SQUARE GRDN SPRT COR CL A 55825T103 1,215 6,773 SH   SOLE   6,773 0 0
MARKETAXESS HLDGS INC COM 57060D108 186,940 549,500 SH   SOLE   549,500 0 0
MARQETA INC CLASS A COM 57142B104 1,934 175,200 SH   SOLE   175,200 0 0
MARRIOTT INTL INC NEW CL A 571903202 152,542 867,946 SH   SOLE   861,146 0 6,800
MARRONE BIO INNOVATIONS INC COM 57165B106 1,641 1,519,100 SH   SOLE   1,519,100 0 0
MARSH & MCLENNAN COS INC COM 571748102 859,351 5,042,546 SH   SOLE   4,776,837 0 265,709
MASONITE INTL CORP COM 575385109 18,073 203,200 SH   SOLE   203,200 0 0
MASTERCARD INCORPORATED CL A 57636Q104 135,804 380,000 SH   SOLE   380,000 0 0
MATERIALISE NV SPONSORED ADS 57667T100 6,827 352,824 SH   SOLE   352,824 0 0
MATSON INC COM 57686G105 40,684 337,292 SH   SOLE   320,462 0 16,830
MATTEL INC COM 577081102 1,004,733 45,237,859 SH   SOLE   44,025,433 0 1,212,426
MAXAR TECHNOLOGIES INC COM 57778K105 35,888 909,480 SH   SOLE   909,480 0 0
MAXLINEAR INC COM 57776J100 201,826 3,458,892 SH   SOLE   3,103,350 0 355,542
MCDONALDS CORP COM 580135101 65,480 264,800 SH   SOLE   264,800 0 0
MEDTRONIC PLC SHS G5960L103 119,255 1,074,850 SH   SOLE   1,048,260 0 26,590
MERCK & CO INC COM 58933Y105 11,618 141,600 SH   SOLE   141,600 0 0
MEREO BIOPHARMA GROUP PLC ADS 589492107 371 330,900 SH   SOLE   330,900 0 0
META PLATFORMS INC CL A 30303M102 274,987 1,236,675 SH   SOLE   1,227,675 0 9,000
MGM RESORTS INTERNATIONAL COM 552953101 35,657 850,200 SH   SOLE   850,200 0 0
MICRON TECHNOLOGY INC COM 595112103 3,180,139 40,828,586 SH   SOLE   39,992,575 0 836,011
MICROSOFT CORP COM 594918104 4,826,437 15,654,493 SH   SOLE   14,931,288 0 723,205
MISSION PRODUCE INC COM 60510V108 591 46,680 SH   SOLE   46,680 0 0
MONGODB INC CL A 60937P106 37,616 84,800 SH   SOLE   84,800 0 0
MORGAN STANLEY COM NEW 617446448 732,863 8,385,164 SH   SOLE   8,030,602 0 354,562
NEKTAR THERAPEUTICS COM 640268108 91,963 17,061,822 SH   SOLE   16,896,422 0 165,400
NETAPP INC COM 64110D104 1,398,050 16,843,974 SH   SOLE   16,322,644 0 521,330
NEW FORTRESS ENERGY INC COM CL A 644393100 8,028 188,400 SH   SOLE   188,400 0 0
NEWELL BRANDS INC COM 651229106 110,023 5,138,850 SH   SOLE   4,311,750 0 827,100
NLIGHT INC COM 65487K100 20,213 1,165,674 SH   SOLE   1,165,674 0 0
NMI HLDGS INC CL A 629209305 47,142 2,286,229 SH   SOLE   2,286,229 0 0
NN INC COM 629337106 7,591 2,635,900 SH   SOLE   2,490,500 0 145,400
NOKIA CORP SPONSORED ADR 654902204 2,948 540,000 SH   SOLE   540,000 0 0
NORFOLK SOUTHN CORP COM 655844108 28,294 99,200 SH   SOLE   99,200 0 0
NORTHERN TR CORP COM 665859104 500,309 4,296,342 SH   SOLE   4,178,172 0 118,170
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 54,470 2,489,470 SH   SOLE   2,431,470 0 58,000
NOVARTIS AG SPONSORED ADR 66987V109 1,560,610 17,784,730 SH   SOLE   17,200,870 0 583,860
NUTANIX INC CL A 67059N108 112,530 4,195,735 SH   SOLE   4,195,735 0 0
NUVASIVE INC COM 670704105 8,159 143,900 SH   SOLE   143,900 0 0
NVENT ELECTRIC PLC SHS G6700G107 30,850 887,000 SH   SOLE   887,000 0 0
NVIDIA CORPORATION COM 67066G104 956,115 3,504,050 SH   SOLE   3,430,835 0 73,215
OKTA INC CL A 679295105 1,649 10,925 SH   SOLE   10,925 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 55,599 186,150 SH   SOLE   186,150 0 0
OLINK HLDG AB SPONSORED ADS 680710100 530 30,000 SH   SOLE   27,400 0 2,600
OLLIES BARGAIN OUTLET HLDGS COM 681116109 26,223 610,400 SH   SOLE   610,400 0 0
OMNICELL COM COM 68213N109 6,143 47,437 SH   SOLE   47,437 0 0
ORACLE CORP COM 68389X105 854,314 10,326,530 SH   SOLE   9,690,430 0 636,100
ORASURE TECHNOLOGIES INC COM 68554V108 6,502 959,000 SH   SOLE   959,000 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 13,425 19,600 SH   SOLE   19,600 0 0
OSI SYSTEMS INC COM 671044105 27,575 323,960 SH   SOLE   313,960 0 10,000
OTIS WORLDWIDE CORP COM 68902V107 130,083 1,690,481 SH   SOLE   1,647,431 0 43,050
PALO ALTO NETWORKS INC COM 697435105 117,237 188,329 SH   SOLE   184,129 0 4,200
PAYPAL HLDGS INC COM 70450Y103 270,412 2,338,190 SH   SOLE   2,273,150 0 65,040
PENTAIR PLC SHS G7S00T104 36,163 667,100 SH   SOLE   667,100 0 0
PENUMBRA INC COM 70975L107 10,511 47,320 SH   SOLE   43,960 0 3,360
PERIMETER SOLUTIONS SA COMMON STOCK L7579L106 30,602 2,527,011 SH   SOLE   2,527,011 0 0
PERKINELMER INC COM 714046109 242,821 1,391,845 SH   SOLE   1,208,955 0 182,890
PHILIP MORRIS INTL INC COM 718172109 16,017 170,500 SH   SOLE   170,500 0 0
PINTEREST INC CL A 72352L106 80,123 3,255,700 SH   SOLE   3,255,700 0 0
PIONEER NAT RES CO COM 723787107 1,300,318 5,200,646 SH   SOLE   4,983,246 0 217,400
PLANTRONICS INC NEW COM 727493108 249,562 6,334,050 SH   SOLE   6,334,050 0 0
PRESTIGE CONSMR HEALTHCARE I COM 74112D101 1,662 31,400 SH   SOLE   31,400 0 0
PROGRESSIVE CORP COM 743315103 180,037 1,579,410 SH   SOLE   1,579,410 0 0
PROS HOLDINGS INC COM 74346Y103 12,822 384,930 SH   SOLE   384,930 0 0
PULMONX CORP COM 745848101 135,115 5,445,991 SH   SOLE   4,956,701 0 489,290
QUALCOMM INC COM 747525103 1,048,583 6,861,554 SH   SOLE   6,601,748 0 259,806
RAMBUS INC DEL COM 750917106 8,392 263,163 SH   SOLE   72,563 0 190,600
RAPID7 INC COM 753422104 21,294 191,420 SH   SOLE   191,420 0 0
RAYMOND JAMES FINL INC COM 754730109 1,279,175 11,638,384 SH   SOLE   11,068,942 0 569,442
RAYTHEON TECHNOLOGIES CORP COM 75513E101 51,770 522,562 SH   SOLE   522,562 0 0
REPLIGEN CORP COM 759916109 5,525 29,373 SH   SOLE   29,373 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 79,878 1,368,000 SH   SOLE   1,368,000 0 0
RHYTHM PHARMACEUTICALS INC COM 76243J105 72,484 6,291,991 SH   SOLE   6,291,991 0 0
RINGCENTRAL INC CL A 76680R206 1,448 12,350 SH   SOLE   12,350 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103 18,062 359,520 SH   SOLE   359,520 0 0
ROBLOX CORP CL A 771049103 14,048 303,800 SH   SOLE   303,800 0 0
ROCKWELL AUTOMATION INC COM 773903109 77,818 277,890 SH   SOLE   268,480 0 9,410
ROSS STORES INC COM 778296103 1,026,193 11,344,159 SH   SOLE   10,966,952 0 377,207
ROYAL CARIBBEAN GROUP COM V7780T103 420,551 5,019,711 SH   SOLE   4,925,989 0 93,722
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 44,936 515,800 SH   SOLE   515,800 0 0
SAFEHOLD INC COM 78645L100 3,016 54,400 SH   SOLE   54,400 0 0
SAGE THERAPEUTICS INC COM 78667J108 2,277 68,800 SH   SOLE   68,800 0 0
SALESFORCE COM INC COM 79466L302 60,936 287,000 SH   SOLE   287,000 0 0
SANOFI SPONSORED ADR 80105N105 63,941 1,245,440 SH   SOLE   1,222,300 0 23,140
SCHLUMBERGER LTD COM STK 806857108 5,176 125,300 SH   SOLE   125,300 0 0
SCHWAB CHARLES CORP COM 808513105 1,496,798 17,753,504 SH   SOLE   17,026,435 0 727,069
SCIENCE APPLICATIONS INTL CO COM 808625107 10,683 115,900 SH   SOLE   115,900 0 0
SEAGEN INC COM 81181C104 665,930 4,622,910 SH   SOLE   4,592,965 0 29,945
SEER INC COM CL A 81578P106 1,059 69,500 SH   SOLE   67,240 0 2,260
SERVICESOURCE INTL INC COM 81763U100 10,666 8,204,733 SH   SOLE   8,204,733 0 0
SHOCKWAVE MED INC COM 82489T104 71,166 343,200 SH   SOLE   343,200 0 0
SIO GENE THERAPIES INC COMMON 829399104 12 18,300 SH   SOLE   18,300 0 0
SNAP INC CL A 83304A106 8,909 247,550 SH   SOLE   247,550 0 0
SONY GROUP CORPORATION SPONSORED ADR 835699307 2,647,392 25,775,408 SH   SOLE   24,678,608 0 1,096,800
SOUTHWEST AIRLS CO COM 844741108 2,452,778 53,554,109 SH   SOLE   51,502,813 0 2,051,296
SOUTHWESTERN ENERGY CO COM 845467109 73,040 10,186,825 SH   SOLE   9,515,750 0 671,075
SPIRIT AIRLS INC COM 848577102 6,517 298,000 SH   SOLE   298,000 0 0
SPLUNK INC COM 848637104 1,172,527 7,889,961 SH   SOLE   7,466,761 0 423,200
STRATASYS LTD SHS M85548101 94,697 3,729,699 SH   SOLE   3,729,699 0 0
STRYKER CORPORATION COM 863667101 119,805 448,120 SH   SOLE   448,120 0 0
SUN CTRY AIRLS HLDGS INC COM 866683105 1,974 75,415 SH   SOLE   74,715 0 700
SYSCO CORP COM 871829107 169,661 2,077,900 SH   SOLE   1,977,900 0 100,000
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 68,414 445,000 SH   SOLE   445,000 0 0
TECHNIPFMC PLC COM G87110105 2,569 331,500 SH   SOLE   331,500 0 0
TENABLE HLDGS INC COM 88025T102 624 10,800 SH   SOLE   10,800 0 0
TERADYNE INC COM 880770102 132,697 1,122,360 SH   SOLE   988,545 0 133,815
TESLA INC COM 88160R101 3,715,689 3,448,115 SH   SOLE   3,396,975 0 51,140
TEXAS INSTRS INC COM 882508104 3,247,739 17,700,777 SH   SOLE   16,973,293 0 727,484
TEXTRON INC COM 883203101 416,971 5,605,950 SH   SOLE   5,504,210 0 101,740
THERMO FISHER SCIENTIFIC INC COM 883556102 2,325,689 3,937,507 SH   SOLE   3,792,977 0 144,530
TJX COS INC NEW COM 872540109 859,936 14,195,048 SH   SOLE   13,865,700 0 329,348
T-MOBILE US INC COM 872590104 140,097 1,091,526 SH   SOLE   1,091,526 0 0
TRADEWEB MKTS INC CL A 892672106 103,666 1,179,765 SH   SOLE   1,140,065 0 39,700
TRANSDIGM GROUP INC COM 893641100 396,523 608,594 SH   SOLE   608,594 0 0
TRANSOCEAN LTD REG SHS H8817H100 216,589 47,393,606 SH   SOLE   44,761,110 0 2,632,496
TRIMBLE INC COM 896239100 415,979 5,766,271 SH   SOLE   5,273,491 0 492,780
TUESDAY MORNING CORP COM 89904V101 1,360 1,236,800 SH   SOLE   1,236,800 0 0
TURNING POINT THERAPEUTICS I COM 90041T108 14,540 541,510 SH   SOLE   541,510 0 0
TUSIMPLE HLDGS INC CL A 90089L108 1,563 128,100 SH   SOLE   124,600 0 3,500
TYSON FOODS INC CL A 902494103 32,464 362,200 SH   SOLE   362,200 0 0
UBER TECHNOLOGIES INC COM 90353T100 47,511 1,331,600 SH   SOLE   1,312,500 0 19,100
ULTA BEAUTY INC COM 90384S303 29,444 73,940 SH   SOLE   73,940 0 0
UNION PAC CORP COM 907818108 737,288 2,698,612 SH   SOLE   2,681,600 0 17,012
UNITED AIRLS HLDGS INC COM 910047109 1,159,640 25,013,798 SH   SOLE   24,436,447 0 577,351
UNITED PARCEL SERVICE INC CL B 911312106 536,556 2,501,891 SH   SOLE   2,371,785 0 130,106
UNITEDHEALTH GROUP INC COM 91324P102 8,264 16,205 SH   SOLE   16,205 0 0
UNITY SOFTWARE INC COM 91332U101 62,056 625,504 SH   SOLE   625,504 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 356,089 2,132,909 SH   SOLE   2,079,009 0 53,900
US BANCORP DEL COM NEW 902973304 247,674 4,659,900 SH   SOLE   4,496,100 0 163,800
VALERO ENERGY CORP COM 91913Y100 102,870 1,013,100 SH   SOLE   763,600 0 249,500
VARONIS SYS INC COM 922280102 2,259 47,510 SH   SOLE   47,510 0 0
VICTORIAS SECRET AND CO COMMON STOCK 926400102 120,208 2,340,497 SH   SOLE   2,228,673 0 111,824
VISA INC COM CL A 92826C839 907,096 4,090,254 SH   SOLE   3,723,915 0 366,339
VMWARE INC CL A COM 928563402 65,643 576,475 SH   SOLE   553,763 0 22,712
WATERS CORP COM 941848103 16,014 51,594 SH   SOLE   51,594 0 0
WAVE LIFE SCIENCES LTD SHS Y95308105 9,123 4,561,275 SH   SOLE   4,498,975 0 62,300
WELLS FARGO CO NEW COM 949746101 2,390,676 49,332,970 SH   SOLE   46,927,376 0 2,405,594
WESTERN DIGITAL CORP. COM 958102105 102,260 2,059,610 SH   SOLE   1,903,910 0 155,700
WEX INC COM 96208T104 217,197 1,217,130 SH   SOLE   1,121,580 0 95,550
WHIRLPOOL CORP COM 963320106 855,680 4,952,425 SH   SOLE   4,666,395 0 286,030
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 3,467 88,600 SH   SOLE   88,600 0 0
WOLFSPEED INC COM 977852102 245,260 2,154,052 SH   SOLE   1,980,992 0 173,060
XENCOR INC COM 98401F105 131,842 4,941,612 SH   SOLE   4,941,612 0 0
XOMETRY INC CLASS A COM 98423F109 44,306 1,205,600 SH   SOLE   1,205,600 0 0
XPENG INC ADS 98422D105 237,323 8,601,777 SH   SOLE   7,804,607 0 797,170
XPO LOGISTICS INC COM 983793100 25,866 355,300 SH   SOLE   355,300 0 0
ZENTALIS PHARMACEUTICALS INC COM 98943L107 55,764 1,208,590 SH   SOLE   1,160,490 0 48,100
ZIMMER BIOMET HOLDINGS INC COM 98956P102 630,729 4,931,422 SH   SOLE   4,631,432 0 299,990
ZIMVIE INC COM 98888T107 9,903 433,600 SH   SOLE   407,001 0 26,599
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 13,417 114,450 SH   SOLE   114,450 0 0
ZOOMINFO TECHNOLOGIES INC COM CL A 98980F104 16,806 281,319 SH   SOLE   281,319 0 0