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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
2U INC COM 90214J101 785 75,000 SH   SOLE   75,000 0 0
908 DEVICES INC COM 65443P102 3,639 176,719 SH   SOLE   164,069 0 12,650
ABBOTT LABS COM 002824100 523,103 4,814,568 SH   SOLE   4,552,973 0 261,595
ABIOMED INC COM 003654100 380,980 1,539,252 SH   SOLE   1,539,252 0 0
ACCURAY INC COM 004397105 845 431,320 SH   SOLE   431,320 0 0
ACTIVISION BLIZZARD INC COM 00507V109 401,363 5,154,930 SH   SOLE   4,915,080 0 239,850
ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109 1,218 150,500 SH   SOLE   150,500 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 2,369,074 6,471,818 SH   SOLE   6,203,308 0 268,510
AECOM COM 00766T100 1,265,197 19,398,916 SH   SOLE   18,179,078 0 1,219,838
AGILENT TECHNOLOGIES INC COM 00846U101 303,334 2,553,961 SH   SOLE   2,248,581 0 305,380
ALASKA AIR GROUP INC COM 011659109 181,348 4,528,037 SH   SOLE   4,528,037 0 0
ALBEMARLE CORP COM 012653101 532,757 2,549,320 SH   SOLE   2,352,245 0 197,075
ALCON AG ORD SHS H01301128 62,914 900,184 SH   SOLE   851,654 0 48,530
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1,974,381 17,367,887 SH   SOLE   16,655,542 0 712,345
ALKERMES PLC SHS G01767105 160,515 5,388,225 SH   SOLE   5,155,755 0 232,470
ALLEGIANT TRAVEL CO COM 01748X102 4,982 44,050 SH   SOLE   44,050 0 0
ALLOGENE THERAPEUTICS INC COM 019770106 55,666 4,882,966 SH   SOLE   4,882,966 0 0
ALPHABET INC CAP STK CL A 02079K305 2,368,298 1,086,744 SH   SOLE   1,024,566 0 62,178
ALPHABET INC CAP STK CL C 02079K107 1,601,852 732,292 SH   SOLE   688,714 0 43,578
ALTAIR ENGR INC COM CL A 021369103 40,229 766,270 SH   SOLE   766,270 0 0
ALTICE USA INC CL A 02156K103 16,571 1,791,500 SH   SOLE   1,791,500 0 0
ALTRIA GROUP INC COM 02209S103 52,890 1,266,224 SH   SOLE   1,266,224 0 0
AMAZON COM INC COM 023135106 511,422 4,815,200 SH   SOLE   4,745,400 0 69,800
AMBARELLA INC SHS G037AX101 7,443 113,700 SH   SOLE   113,700 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 500,766 39,492,616 SH   SOLE   38,636,841 0 855,775
AMERICAN HOMES 4 RENT CL A 02665T306 20,582 580,750 SH   SOLE   404,450 0 176,300
AMETEK INC COM 031100100 105,456 959,650 SH   SOLE   920,150 0 39,500
AMGEN INC COM 031162100 3,804,876 15,638,620 SH   SOLE   15,136,842 0 501,778
AMICUS THERAPEUTICS INC COM 03152W109 14,265 1,328,200 SH   SOLE   1,328,200 0 0
ANALOG DEVICES INC COM 032654105 624,844 4,277,120 SH   SOLE   4,108,185 0 168,935
APPLE INC COM 037833100 287,837 2,105,300 SH   SOLE   2,105,300 0 0
APPLIED MATLS INC COM 038222105 376,292 4,135,983 SH   SOLE   3,897,428 0 238,555
ARBUTUS BIOPHARMA CORP COM 03879J100 1,147 423,300 SH   SOLE   423,300 0 0
ARISTA NETWORKS INC COM 040413106 694 7,400 SH   SOLE   4,200 0 3,200
ARLO TECHNOLOGIES INC COM 04206A101 31,721 5,059,195 SH   SOLE   4,548,455 0 510,740
ARMSTRONG WORLD INDS INC NEW COM 04247X102 750 10,000 SH   SOLE   10,000 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100 26,232 2,382,600 SH   SOLE   2,382,600 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 317,128 666,404 SH   SOLE   618,445 0 47,959
ASSETMARK FINL HLDGS INC COM 04546L106 4,724 251,700 SH   SOLE   251,700 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 3,026,919 45,813,820 SH   SOLE   43,428,250 0 2,385,570
AURORA INNOVATION INC CLASS A COM 051774107 19,200 10,052,180 SH   SOLE   10,052,180 0 0
AUTODESK INC COM 052769106 121,988 709,400 SH   SOLE   709,400 0 0
AUTOZONE INC COM 053332102 13,056 6,075 SH   SOLE   6,075 0 0
AXCELIS TECHNOLOGIES INC COM NEW 054540208 92,165 1,680,611 SH   SOLE   1,680,611 0 0
AXON ENTERPRISE INC COM 05464C101 19,361 207,800 SH   SOLE   207,800 0 0
BAIDU INC SPON ADR REP A 056752108 1,421,536 9,557,829 SH   SOLE   9,211,879 0 345,950
BATH & BODY WORKS INC COM 070830104 159,015 5,906,960 SH   SOLE   5,578,351 0 328,609
BEIGENE LTD SPONSORED ADR 07725L102 652,490 4,031,449 SH   SOLE   3,971,049 0 60,400
BIOGEN INC COM 09062X103 3,207,268 15,726,526 SH   SOLE   15,201,722 0 524,804
BIOMARIN PHARMACEUTICAL INC COM 09061G101 1,465,016 17,678,485 SH   SOLE   16,779,752 0 898,733
BIONTECH SE SPONSORED ADS 09075V102 626,414 4,201,298 SH   SOLE   3,946,708 0 254,590
BJS WHSL CLUB HLDGS INC COM 05550J101 47,612 763,990 SH   SOLE   763,990 0 0
BK OF AMERICA CORP COM 060505104 811,311 26,062,026 SH   SOLE   24,459,626 0 1,602,400
BLACKBERRY LTD COM 09228F103 204,478 37,936,622 SH   SOLE   37,269,272 0 667,350
BLOOM ENERGY CORP COM CL A 093712107 818 49,600 SH   SOLE   49,600 0 0
BOOT BARN HLDGS INC COM 099406100 4,775 69,300 SH   SOLE   69,300 0 0
BOSTON SCIENTIFIC CORP COM 101137107 1,409,537 37,819,609 SH   SOLE   36,929,682 0 889,927
BRIDGEBIO PHARMA INC COM 10806X102 9,560 1,052,830 SH   SOLE   1,052,830 0 0
BRINKER INTL INC COM 109641100 17,507 794,700 SH   SOLE   699,500 0 95,200
BRISTOL-MYERS SQUIBB CO COM 110122108 1,710,301 22,211,705 SH   SOLE   21,158,852 0 1,052,853
BURLINGTON STORES INC COM 122017106 90,205 662,150 SH   SOLE   662,150 0 0
CALAVO GROWERS INC COM 128246105 1,498 35,900 SH   SOLE   35,900 0 0
CALITHERA BIOSCIENCES INC COM NEW 13089P507 1,034 420,280 SH   SOLE   420,280 0 0
CAMECO CORP COM 13321L108 25,558 1,215,900 SH   SOLE   1,215,900 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 113,066 2,757,025 SH   SOLE   2,549,925 0 207,100
CARMAX INC COM 143130102 563,503 6,227,927 SH   SOLE   5,608,637 0 619,290
CARNIVAL CORP COMMON STOCK 143658300 124,529 14,396,424 SH   SOLE   13,778,101 0 618,323
CARRIER GLOBAL CORPORATION COM 14448C104 175,225 4,913,772 SH   SOLE   4,827,472 0 86,300
CATERPILLAR INC COM 149123101 532,704 2,979,993 SH   SOLE   2,893,067 0 86,926
CBOE GLOBAL MKTS INC COM 12503M108 3,441 30,400 SH   SOLE   18,800 0 11,600
CELANESE CORP DEL COM 150870103 941 8,000 SH   SOLE   0 0 8,000
CERENCE INC COM 156727109 5,318 210,796 SH   SOLE   124,925 0 85,871
CERUS CORP COM 157085101 49,030 9,268,500 SH   SOLE   9,268,500 0 0
CHARLES RIV LABS INTL INC COM 159864107 63,305 295,860 SH   SOLE   295,860 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 115,586 246,700 SH   SOLE   246,700 0 0
CIENA CORP COM NEW 171779309 4,597 100,585 SH   SOLE   97,400 0 3,185
CISCO SYS INC COM 17275R102 317,633 7,449,190 SH   SOLE   7,004,483 0 444,707
CITIGROUP INC COM NEW 172967424 200,243 4,354,046 SH   SOLE   4,033,190 0 320,856
CME GROUP INC COM 12572Q105 297,394 1,452,830 SH   SOLE   1,338,730 0 114,100
COMCAST CORP NEW CL A 20030N101 15,873 404,507 SH   SOLE   404,507 0 0
COMSCORE INC COM 20564W105 10,860 5,271,747 SH   SOLE   5,271,747 0 0
CONSTELLATION BRANDS INC CL A 21036P108 7,015 30,100 SH   SOLE   30,100 0 0
CONTROLADORA VUELA COMP DE A SPON ADR RP 10 21240E105 739 72,000 SH   SOLE   72,000 0 0
CORNING INC COM 219350105 294,625 9,350,219 SH   SOLE   9,021,319 0 328,900
CORTEVA INC COM 22052L104 112,067 2,069,940 SH   SOLE   1,975,830 0 94,110
COTERRA ENERGY INC COM 127097103 109,418 4,242,650 SH   SOLE   3,905,350 0 337,300
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105 146 12,500 SH   SOLE   12,500 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 36,873 218,755 SH   SOLE   218,755 0 0
CSX CORP COM 126408103 117,091 4,029,300 SH   SOLE   4,029,300 0 0
CURTISS WRIGHT CORP COM 231561101 176,214 1,334,347 SH   SOLE   1,275,347 0 59,000
CVS HEALTH CORP COM 126650100 377,593 4,075,040 SH   SOLE   3,875,160 0 199,880
CYBERARK SOFTWARE LTD SHS M2682V108 10,154 79,350 SH   SOLE   79,350 0 0
DANAHER CORPORATION COM 235851102 27,947 110,237 SH   SOLE   110,237 0 0
DARDEN RESTAURANTS INC COM 237194105 6,753 59,700 SH   SOLE   59,700 0 0
DEERE & CO COM 244199105 95,794 319,880 SH   SOLE   319,880 0 0
DELL TECHNOLOGIES INC CL C 24703L202 21,137 457,415 SH   SOLE   439,905 0 17,510
DELTA AIR LINES INC DEL COM NEW 247361702 617,118 21,301,956 SH   SOLE   20,401,041 0 900,915
DESCARTES SYS GROUP INC COM 249906108 215,100 3,466,006 SH   SOLE   3,448,606 0 17,400
DIEBOLD NIXDORF INC COM STK 253651103 431 190,000 SH   SOLE   190,000 0 0
DISCOVER FINL SVCS COM 254709108 295,778 3,127,279 SH   SOLE   3,120,779 0 6,500
DISNEY WALT CO COM 254687106 511,687 5,420,417 SH   SOLE   5,296,897 0 123,520
DOCUSIGN INC COM 256163106 201 3,500 SH   SOLE   3,500 0 0
DOLLAR GEN CORP NEW COM 256677105 4,197 17,100 SH   SOLE   17,100 0 0
DOLLAR TREE INC COM 256746108 239,294 1,535,415 SH   SOLE   1,437,715 0 97,700
DOORDASH INC CL A 25809K105 9,455 147,350 SH   SOLE   140,450 0 6,900
DOW INC COM 260557103 105,144 2,037,272 SH   SOLE   1,919,879 0 117,393
DUPONT DE NEMOURS INC COM 26614N102 114,438 2,058,970 SH   SOLE   1,962,456 0 96,514
EBAY INC. COM 278642103 106,604 2,558,280 SH   SOLE   2,558,280 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 195,534 2,056,300 SH   SOLE   2,056,300 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 599,725 30,551,465 SH   SOLE   29,539,991 0 1,011,474
ELECTRONIC ARTS INC COM 285512109 99,148 815,025 SH   SOLE   781,550 0 33,475
ENOVIS CORPORATION COM 194014502 7,892 143,499 SH   SOLE   143,499 0 0
ENTEGRIS INC COM 29362U104 278,105 3,018,612 SH   SOLE   2,985,231 0 33,381
EOG RES INC COM 26875P101 332,372 3,009,529 SH   SOLE   3,009,529 0 0
EPIZYME INC COM 29428V104 24,465 16,642,727 SH   SOLE   16,642,727 0 0
EPR PPTYS COM SH BEN INT 26884U109 8,142 173,500 SH   SOLE   173,500 0 0
ERICSSON ADR B SEK 10 294821608 661,199 89,351,277 SH   SOLE   85,535,777 0 3,815,500
ESAB CORPORATION COM 29605J106 6,278 143,498 SH   SOLE   143,498 0 0
EVERCORE INC CLASS A 29977A105 40,982 437,800 SH   SOLE   437,800 0 0
EXACT SCIENCES CORP COM 30063P105 18,880 479,300 SH   SOLE   479,300 0 0
FARO TECHNOLOGIES INC COM 311642102 1,526 49,500 SH   SOLE   49,500 0 0
FEDEX CORP COM 31428X106 3,045,530 13,433,592 SH   SOLE   12,923,719 0 509,873
FIBROGEN INC COM 31572Q808 139,417 13,202,367 SH   SOLE   12,187,248 0 1,015,119
FIDELITY NATL INFORMATION SV COM 31620M106 116,073 1,266,200 SH   SOLE   1,252,300 0 13,900
FIVE BELOW INC COM 33829M101 2,541 22,400 SH   SOLE   22,400 0 0
FLEX LTD ORD Y2573F102 784,345 54,204,896 SH   SOLE   50,719,351 0 3,485,545
FLYWIRE CORPORATION COM VTG 302492103 240 13,600 SH   SOLE   13,600 0 0
FORMFACTOR INC COM 346375108 114,283 2,950,754 SH   SOLE   2,950,754 0 0
FREEPORT-MCMORAN INC CL B 35671D857 121,700 4,159,275 SH   SOLE   4,108,075 0 51,200
FRESHWORKS INC CLASS A COM 358054104 3,668 278,900 SH   SOLE   278,900 0 0
FRONTIER GROUP HLDGS INC COM 35909R108 672 71,700 SH   SOLE   71,700 0 0
GAN LTD SHS G3728V109 5,587 1,887,485 SH   SOLE   1,887,485 0 0
GENERAL DYNAMICS CORP COM 369550108 214,148 967,900 SH   SOLE   962,850 0 5,050
GIBRALTAR INDS INC COM 374689107 12,481 322,100 SH   SOLE   322,100 0 0
GILDAN ACTIVEWEAR INC COM 375916103 2,993 104,000 SH   SOLE   104,000 0 0
GITLAB INC CLASS A COM 37637K108 7,047 132,620 SH   SOLE   132,620 0 0
GLAUKOS CORP COM 377322102 24,589 541,370 SH   SOLE   541,370 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 188,652 635,150 SH   SOLE   635,150 0 0
GREIF INC CL B 397624206 1,620 26,000 SH   SOLE   26,000 0 0
GROCERY OUTLET HLDG CORP COM 39874R101 25,258 592,500 SH   SOLE   592,500 0 0
GROWGENERATION CORP COM 39986L109 4,164 1,159,900 SH   SOLE   1,159,900 0 0
GSK PLC SPONSORED ADR 37733W105 24,002 551,400 SH   SOLE   551,400 0 0
GUARDANT HEALTH INC COM 40131M109 9,240 229,044 SH   SOLE   229,044 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101 14,941 345,300 SH   SOLE   345,300 0 0
HAWAIIAN HOLDINGS INC COM 419879101 2,603 181,900 SH   SOLE   181,900 0 0
HEALTH CATALYST INC COM 42225T107 4,437 306,244 SH   SOLE   306,244 0 0
HERTZ GLOBAL HLDGS INC COM NEW 42806J700 11,665 736,400 SH   SOLE   736,400 0 0
HESS CORP COM 42809H107 987,556 9,321,840 SH   SOLE   9,085,740 0 236,100
HEWLETT PACKARD ENTERPRISE C COM 42824C109 715,027 53,923,633 SH   SOLE   51,192,641 0 2,730,992
HILTON WORLDWIDE HLDGS INC COM 43300A203 61,689 553,565 SH   SOLE   553,565 0 0
HONEYWELL INTL INC COM 438516106 39,976 230,000 SH   SOLE   230,000 0 0
HP INC COM 40434L105 782,725 23,878,130 SH   SOLE   22,734,441 0 1,143,689
HUBSPOT INC COM 443573100 40,836 135,825 SH   SOLE   135,825 0 0
HUMANA INC COM 444859102 11,091 23,695 SH   SOLE   23,695 0 0
IDEX CORP COM 45167R104 69,723 383,875 SH   SOLE   324,295 0 59,580
ILLUMINA INC COM 452327109 111,595 605,308 SH   SOLE   580,410 0 24,898
IMAX CORP COM 45245E109 18,116 1,072,600 SH   SOLE   1,072,600 0 0
IMMUNOGEN INC COM 45253H101 3,277 728,327 SH   SOLE   728,327 0 0
INDIE SEMICONDUCTOR INC CLASS A COM 45569U101 11,631 2,040,500 SH   SOLE   2,040,500 0 0
INGEVITY CORP COM 45688C107 3,094 49,000 SH   SOLE   49,000 0 0
INSULET CORP COM 45784P101 257,954 1,183,600 SH   SOLE   1,183,600 0 0
INTEL CORP COM 458140100 1,818,060 48,598,246 SH   SOLE   45,644,975 0 2,953,271
INTUIT COM 461202103 753,114 1,953,906 SH   SOLE   1,885,031 0 68,875
IQVIA HLDGS INC COM 46266C105 132,693 611,517 SH   SOLE   607,712 0 3,805
IROBOT CORP COM 462726100 81,710 2,223,393 SH   SOLE   2,223,393 0 0
JABIL INC COM 466313103 193,170 3,772,122 SH   SOLE   3,395,622 0 376,500
JACOBS ENGR GROUP INC COM 469814107 807,392 6,350,917 SH   SOLE   5,989,132 0 361,785
JAMF HLDG CORP COM 47074L105 2,410 97,300 SH   SOLE   97,300 0 0
JELD-WEN HLDG INC COM 47580P103 2,391 163,900 SH   SOLE   163,900 0 0
JETBLUE AWYS CORP COM 477143101 50,181 5,995,387 SH   SOLE   5,987,200 0 8,187
JPMORGAN CHASE & CO COM 46625H100 1,149,880 10,211,169 SH   SOLE   9,684,100 0 527,069
KEYSIGHT TECHNOLOGIES INC COM 49338L103 150,044 1,088,460 SH   SOLE   971,910 0 116,550
KIRBY CORP COM 497266106 25,845 424,800 SH   SOLE   424,800 0 0
KLA CORP COM NEW 482480100 2,291,426 7,181,354 SH   SOLE   7,011,564 0 169,790
KROGER CO COM 501044101 1,183 25,000 SH   SOLE   25,000 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 60,739 251,300 SH   SOLE   251,300 0 0
LAS VEGAS SANDS CORP COM 517834107 38,944 1,159,400 SH   SOLE   1,159,400 0 0
LESLIES INC COM 527064109 14,828 976,800 SH   SOLE   976,800 0 0
LI-CYCLE HOLDINGS CORP COMMON SHARES 50202P105 13,572 1,972,700 SH   SOLE   1,972,700 0 0
LILLY ELI & CO COM 532457108 9,220,611 28,438,488 SH   SOLE   27,331,243 0 1,107,245
LINDE PLC SHS G5494J103 79,703 277,200 SH   SOLE   277,200 0 0
LIVANOVA PLC SHS G5509L101 283,386 4,536,350 SH   SOLE   4,484,150 0 52,200
LIVE NATION ENTERTAINMENT IN COM 538034109 81,408 985,805 SH   SOLE   957,755 0 28,050
LOWES COS INC COM 548661107 44,541 255,000 SH   SOLE   255,000 0 0
LPL FINL HLDGS INC COM 50212V100 50,179 272,000 SH   SOLE   272,000 0 0
LYFT INC CL A COM 55087P104 60,804 4,578,581 SH   SOLE   4,393,481 0 185,100
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 4,532 98,300 SH   SOLE   98,300 0 0
MADISON SQUARE GRDN ENTERTNM CL A 55826T102 33,927 644,751 SH   SOLE   644,751 0 0
MADISON SQUARE GRDN SPRT COR CL A 55825T103 1,023 6,773 SH   SOLE   6,773 0 0
MARKETAXESS HLDGS INC COM 57060D108 206,690 807,350 SH   SOLE   807,350 0 0
MARQETA INC CLASS A COM 57142B104 1,611 198,700 SH   SOLE   198,700 0 0
MARRIOTT INTL INC NEW CL A 571903202 117,927 867,046 SH   SOLE   860,246 0 6,800
MARRONE BIO INNOVATIONS INC COM 57165B106 1,692 1,458,400 SH   SOLE   1,458,400 0 0
MARSH & MCLENNAN COS INC COM 571748102 763,589 4,918,446 SH   SOLE   4,660,937 0 257,509
MASONITE INTL CORP COM 575385109 15,689 204,200 SH   SOLE   204,200 0 0
MASTERCARD INCORPORATED CL A 57636Q104 119,882 380,000 SH   SOLE   380,000 0 0
MATERIALISE NV SPONSORED ADS 57667T100 4,548 333,924 SH   SOLE   333,924 0 0
MATSON INC COM 57686G105 24,473 335,792 SH   SOLE   318,962 0 16,830
MATTEL INC COM 577081102 1,000,851 44,820,909 SH   SOLE   43,627,233 0 1,193,676
MAXAR TECHNOLOGIES INC COM 57778K105 22,188 850,440 SH   SOLE   850,440 0 0
MAXLINEAR INC COM 57776J100 111,700 3,287,222 SH   SOLE   2,927,410 0 359,812
MCDONALDS CORP COM 580135101 65,374 264,800 SH   SOLE   264,800 0 0
MEDTRONIC PLC SHS G5960L103 95,976 1,069,370 SH   SOLE   1,042,930 0 26,440
MERCK & CO INC COM 58933Y105 12,299 134,900 SH   SOLE   134,900 0 0
MEREO BIOPHARMA GROUP PLC ADS 589492107 360 321,660 SH   SOLE   321,660 0 0
META PLATFORMS INC CL A 30303M102 199,414 1,236,675 SH   SOLE   1,227,675 0 9,000
MGM RESORTS INTERNATIONAL COM 552953101 24,556 848,210 SH   SOLE   848,210 0 0
MICRON TECHNOLOGY INC COM 595112103 2,234,430 40,420,216 SH   SOLE   39,554,705 0 865,511
MICROSOFT CORP COM 594918104 3,825,154 14,893,720 SH   SOLE   14,194,575 0 699,145
MISSION PRODUCE INC COM 60510V108 665 46,680 SH   SOLE   46,680 0 0
MONGODB INC CL A 60937P106 22,006 84,800 SH   SOLE   84,800 0 0
MORGAN STANLEY COM NEW 617446448 612,222 8,049,204 SH   SOLE   7,699,592 0 349,612
NEKTAR THERAPEUTICS COM 640268108 62,895 16,551,322 SH   SOLE   16,403,422 0 147,900
NETAPP INC COM 64110D104 1,081,187 16,572,454 SH   SOLE   16,057,624 0 514,830
NETFLIX INC COM 64110L106 7,066 40,410 SH   SOLE   40,410 0 0
NEW FORTRESS ENERGY INC COM CL A 644393100 7,356 185,900 SH   SOLE   185,900 0 0
NEWELL BRANDS INC COM 651229106 92,961 4,882,400 SH   SOLE   4,083,900 0 798,500
NLIGHT INC COM 65487K100 11,558 1,130,904 SH   SOLE   1,130,904 0 0
NMI HLDGS INC CL A 629209305 12,050 723,720 SH   SOLE   723,720 0 0
NN INC COM 629337106 5,830 2,304,300 SH   SOLE   2,159,300 0 145,000
NOKIA CORP SPONSORED ADR 654902204 2,305 500,000 SH   SOLE   500,000 0 0
NORFOLK SOUTHN CORP COM 655844108 21,911 96,400 SH   SOLE   96,400 0 0
NORTHERN TR CORP COM 665859104 405,650 4,204,502 SH   SOLE   4,091,982 0 112,520
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 27,417 2,465,570 SH   SOLE   2,407,570 0 58,000
NOVARTIS AG SPONSORED ADR 66987V109 1,488,073 17,604,080 SH   SOLE   17,031,930 0 572,150
NUTANIX INC CL A 67059N108 89,666 6,128,885 SH   SOLE   5,755,585 0 373,300
NUVASIVE INC COM 670704105 6,612 134,500 SH   SOLE   134,500 0 0
NVENT ELECTRIC PLC SHS G6700G107 27,790 887,000 SH   SOLE   887,000 0 0
NVIDIA CORPORATION COM 67066G104 466,702 3,078,715 SH   SOLE   3,020,825 0 57,890
OKTA INC CL A 679295105 1,440 15,925 SH   SOLE   15,925 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 46,605 181,850 SH   SOLE   181,850 0 0
OLINK HLDG AB SPONSORED ADS 680710100 448 29,500 SH   SOLE   27,400 0 2,100
OLLIES BARGAIN OUTLET HLDGS COM 681116109 35,861 610,400 SH   SOLE   610,400 0 0
OMNICELL COM COM 68213N109 9,761 85,807 SH   SOLE   85,807 0 0
ORACLE CORP COM 68389X105 839,823 12,019,801 SH   SOLE   11,348,730 0 671,071
ORASURE TECHNOLOGIES INC COM 68554V108 2,475 913,400 SH   SOLE   913,400 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 12,193 19,300 SH   SOLE   19,300 0 0
OSI SYSTEMS INC COM 671044105 26,726 312,800 SH   SOLE   302,800 0 10,000
OTIS WORLDWIDE CORP COM 68902V107 116,325 1,646,031 SH   SOLE   1,602,981 0 43,050
PALO ALTO NETWORKS INC COM 697435105 89,457 181,109 SH   SOLE   176,919 0 4,190
PAYPAL HLDGS INC COM 70450Y103 162,141 2,321,610 SH   SOLE   2,258,370 0 63,240
PENTAIR PLC SHS G7S00T104 30,533 667,100 SH   SOLE   667,100 0 0
PENUMBRA INC COM 70975L107 5,814 46,690 SH   SOLE   43,360 0 3,330
PERIMETER SOLUTIONS SA COMMON STOCK L7579L106 25,207 2,325,381 SH   SOLE   2,325,381 0 0
PERKINELMER INC COM 714046109 192,207 1,351,480 SH   SOLE   1,170,760 0 180,720
PHILIP MORRIS INTL INC COM 718172109 16,529 167,400 SH   SOLE   167,400 0 0
PINTEREST INC CL A 72352L106 84,251 4,639,350 SH   SOLE   4,639,350 0 0
PIONEER NAT RES CO COM 723787107 1,157,282 5,187,746 SH   SOLE   4,974,046 0 213,700
PLANTRONICS INC NEW COM 727493108 214,401 5,403,250 SH   SOLE   5,403,250 0 0
PRESTIGE CONSMR HEALTHCARE I COM 74112D101 1,846 31,400 SH   SOLE   31,400 0 0
PROGRESSIVE CORP COM 743315103 182,040 1,565,670 SH   SOLE   1,565,670 0 0
PROS HOLDINGS INC COM 74346Y103 9,178 349,900 SH   SOLE   349,900 0 0
PULMONX CORP COM 745848101 79,453 5,397,621 SH   SOLE   4,911,381 0 486,240
QUALCOMM INC COM 747525103 860,744 6,738,249 SH   SOLE   6,483,523 0 254,726
RAMBUS INC DEL COM 750917106 5,440 253,163 SH   SOLE   65,763 0 187,400
RAPID7 INC COM 753422104 12,345 184,800 SH   SOLE   184,800 0 0
RAYMOND JAMES FINL INC COM 754730109 1,215,048 13,589,617 SH   SOLE   12,959,562 0 630,055
RAYTHEON TECHNOLOGIES CORP COM 75513E101 48,936 509,162 SH   SOLE   509,162 0 0
REPLIGEN CORP COM 759916109 7,694 47,379 SH   SOLE   47,379 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 68,605 1,368,000 SH   SOLE   1,368,000 0 0
RHYTHM PHARMACEUTICALS INC COM 76243J105 26,411 6,364,094 SH   SOLE   6,364,094 0 0
RINGCENTRAL INC CL A 76680R206 645 12,350 SH   SOLE   12,350 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103 9,191 357,080 SH   SOLE   357,080 0 0
ROBLOX CORP CL A 771049103 9,983 303,800 SH   SOLE   303,800 0 0
ROCKWELL AUTOMATION INC COM 773903109 55,138 276,645 SH   SOLE   268,195 0 8,450
ROSS STORES INC COM 778296103 794,684 11,315,444 SH   SOLE   10,938,237 0 377,207
ROYAL CARIBBEAN GROUP COM V7780T103 182,281 5,221,461 SH   SOLE   5,089,939 0 131,522
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 34,277 509,700 SH   SOLE   509,700 0 0
SAFEHOLD INC COM 78645L100 1,924 54,400 SH   SOLE   54,400 0 0
SAGE THERAPEUTICS INC COM 78667J108 2,513 77,800 SH   SOLE   77,800 0 0
SAIA INC COM 78709Y105 14,514 77,200 SH   SOLE   77,200 0 0
SALESFORCE INC COM 79466L302 47,366 287,000 SH   SOLE   287,000 0 0
SANOFI SPONSORED ADR 80105N105 62,012 1,239,500 SH   SOLE   1,216,660 0 22,840
SCHLUMBERGER LTD COM STK 806857108 4,481 125,300 SH   SOLE   125,300 0 0
SCHWAB CHARLES CORP COM 808513105 711,909 11,267,941 SH   SOLE   10,757,152 0 510,789
SCIENCE APPLICATIONS INTL CO COM 808625107 10,790 115,900 SH   SOLE   115,900 0 0
SEAGEN INC COM 81181C104 811,909 4,588,610 SH   SOLE   4,558,765 0 29,845
SEER INC COM CL A 81578P106 181 20,200 SH   SOLE   19,100 0 1,100
SERVICESOURCE INTL INC COM 81763U100 10,244 6,968,710 SH   SOLE   6,968,710 0 0
SHOCKWAVE MED INC COM 82489T104 63,308 331,160 SH   SOLE   331,160 0 0
SIO GENE THERAPIES INC COMMON 829399104 6 16,700 SH   SOLE   16,700 0 0
SNAP INC CL A 83304A106 1,793 136,550 SH   SOLE   136,550 0 0
SONY GROUP CORPORATION SPONSORED ADR 835699307 2,071,324 25,331,098 SH   SOLE   24,248,998 0 1,082,100
SOUTHWEST AIRLS CO COM 844741108 1,911,468 52,919,924 SH   SOLE   50,901,558 0 2,018,366
SOUTHWESTERN ENERGY CO COM 845467109 62,879 10,060,600 SH   SOLE   9,393,850 0 666,750
SPIRIT AIRLS INC COM 848577102 6,446 270,400 SH   SOLE   270,400 0 0
SPLUNK INC COM 848637104 740,017 8,365,550 SH   SOLE   7,933,050 0 432,500
STANDARD BIOTOOLS INC COM 34385P108 7,929 4,955,343 SH   SOLE   4,955,343 0 0
STRATASYS LTD SHS M85548101 64,612 3,447,799 SH   SOLE   3,447,799 0 0
STRYKER CORPORATION COM 863667101 89,145 448,120 SH   SOLE   448,120 0 0
SUN CTRY AIRLS HLDGS INC COM 866683105 1,372 74,815 SH   SOLE   74,115 0 700
SYSCO CORP COM 871829107 173,975 2,053,775 SH   SOLE   1,951,675 0 102,100
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 9,190 75,000 SH   SOLE   75,000 0 0
TECHNIPFMC PLC COM G87110105 10,374 1,541,500 SH   SOLE   1,541,500 0 0
TENABLE HLDGS INC COM 88025T102 490 10,800 SH   SOLE   10,800 0 0
TERADYNE INC COM 880770102 97,318 1,086,745 SH   SOLE   953,750 0 132,995
TESLA INC COM 88160R101 2,293,278 3,405,420 SH   SOLE   3,354,445 0 50,975
TEXAS INSTRS INC COM 882508104 2,691,605 17,517,767 SH   SOLE   16,803,283 0 714,484
TEXTRON INC COM 883203101 327,503 5,362,740 SH   SOLE   5,277,210 0 85,530
THERMO FISHER SCIENTIFIC INC COM 883556102 2,092,960 3,852,452 SH   SOLE   3,709,527 0 142,925
TJX COS INC NEW COM 872540109 791,107 14,164,848 SH   SOLE   13,835,500 0 329,348
T-MOBILE US INC COM 872590104 145,281 1,079,836 SH   SOLE   1,079,836 0 0
TRADEWEB MKTS INC CL A 892672106 83,351 1,221,255 SH   SOLE   1,181,555 0 39,700
TRANSDIGM GROUP INC COM 893641100 326,614 608,594 SH   SOLE   608,594 0 0
TRANSOCEAN LTD REG SHS H8817H100 156,724 47,064,306 SH   SOLE   44,468,810 0 2,595,496
TRIMBLE INC COM 896239100 325,906 5,596,876 SH   SOLE   5,110,146 0 486,730
TUESDAY MORNING CORP COM 89904V101 404 1,122,400 SH   SOLE   1,122,400 0 0
TURNING POINT THERAPEUTICS I COM 90041T108 40,793 542,100 SH   SOLE   542,100 0 0
TUSIMPLE HLDGS INC CL A 90089L108 787 108,800 SH   SOLE   105,700 0 3,100
TYSON FOODS INC CL A 902494103 30,741 357,200 SH   SOLE   357,200 0 0
UBER TECHNOLOGIES INC COM 90353T100 24,259 1,185,700 SH   SOLE   1,167,500 0 18,200
ULTA BEAUTY INC COM 90384S303 27,755 72,000 SH   SOLE   72,000 0 0
UNION PAC CORP COM 907818108 565,427 2,651,100 SH   SOLE   2,635,100 0 16,000
UNITED AIRLS HLDGS INC COM 910047109 873,823 24,670,328 SH   SOLE   24,100,397 0 569,931
UNITED PARCEL SERVICE INC CL B 911312106 453,939 2,486,791 SH   SOLE   2,358,585 0 128,206
UNITEDHEALTH GROUP INC COM 91324P102 8,238 16,039 SH   SOLE   16,039 0 0
UNITY SOFTWARE INC COM 91332U101 21,161 574,709 SH   SOLE   574,709 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 215,947 2,135,129 SH   SOLE   2,080,129 0 55,000
US BANCORP DEL COM NEW 902973304 190,711 4,144,100 SH   SOLE   3,995,100 0 149,000
VALERO ENERGY CORP COM 91913Y100 104,192 980,350 SH   SOLE   738,400 0 241,950
VARONIS SYS INC COM 922280102 1,347 45,940 SH   SOLE   45,940 0 0
VICTORIAS SECRET AND CO COMMON STOCK 926400102 62,884 2,248,268 SH   SOLE   2,138,144 0 110,124
VISA INC COM CL A 92826C839 798,789 4,057,034 SH   SOLE   3,694,195 0 362,839
VMWARE INC CL A COM 928563402 56,436 495,136 SH   SOLE   472,424 0 22,712
WATERS CORP COM 941848103 17,010 51,394 SH   SOLE   51,394 0 0
WAVE LIFE SCIENCES LTD SHS Y95308105 14,387 4,426,808 SH   SOLE   4,366,408 0 60,400
WELLS FARGO CO NEW COM 949746101 1,912,605 48,828,325 SH   SOLE   46,456,701 0 2,371,624
WESTERN DIGITAL CORP. COM 958102105 102,731 2,291,579 SH   SOLE   2,136,762 0 154,817
WEX INC COM 96208T104 178,941 1,150,300 SH   SOLE   1,056,050 0 94,250
WHIRLPOOL CORP COM 963320106 758,133 4,895,285 SH   SOLE   4,613,055 0 282,230
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 2,872 88,600 SH   SOLE   88,600 0 0
WOLFSPEED INC COM 977852102 135,234 2,131,352 SH   SOLE   1,960,992 0 170,360
XENCOR INC COM 98401F105 131,241 4,795,052 SH   SOLE   4,795,052 0 0
XOMETRY INC CLASS A COM 98423F109 58,662 1,728,910 SH   SOLE   1,533,145 0 195,765
XPENG INC ADS 98422D105 271,066 8,540,217 SH   SOLE   7,750,047 0 790,170
XPO LOGISTICS INC COM 983793100 18,585 385,900 SH   SOLE   385,900 0 0
ZENTALIS PHARMACEUTICALS INC COM 98943L107 33,495 1,192,000 SH   SOLE   1,143,900 0 48,100
ZIMMER BIOMET HOLDINGS INC COM 98956P102 515,667 4,908,312 SH   SOLE   4,611,922 0 296,390
ZIMVIE INC COM 98888T107 5,845 365,066 SH   SOLE   340,036 0 25,030
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 12,363 114,500 SH   SOLE   114,500 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104 9,258 278,519 SH   SOLE   278,519 0 0