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 469 75,000 SH   SOLE   75,000 0 0
908 DEVICES INC COM 65443P102 449 27,300 SH   SOLE   25,050 0 2,250
ABBOTT LABS COM 002824100 461,943 4,774,113 SH   SOLE   4,517,728 0 256,385
ABIOMED INC COM 003654100 370,031 1,506,272 SH   SOLE   1,506,272 0 0
ACCURAY INC COM 004397105 820 394,320 SH   SOLE   394,320 0 0
ACTIVISION BLIZZARD INC COM 00507V109 382,805 5,149,380 SH   SOLE   4,913,530 0 235,850
ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109 1,072 150,500 SH   SOLE   150,500 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 1,762,633 6,404,918 SH   SOLE   6,141,858 0 263,060
AECOM COM 00766T100 1,312,009 19,189,841 SH   SOLE   18,009,903 0 1,179,938
AGILENT TECHNOLOGIES INC COM 00846U101 306,516 2,521,731 SH   SOLE   2,222,831 0 298,900
ALASKA AIR GROUP INC COM 011659109 174,587 4,459,437 SH   SOLE   4,459,437 0 0
ALBEMARLE CORP COM 012653101 643,528 2,433,550 SH   SOLE   2,245,775 0 187,775
ALCON AG ORD SHS H01301128 52,266 898,344 SH   SOLE   850,614 0 47,730
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1,390,723 17,386,207 SH   SOLE   16,676,562 0 709,645
ALKERMES PLC SHS G01767105 119,415 5,347,750 SH   SOLE   5,124,280 0 223,470
ALLEGIANT TRAVEL CO COM 01748X102 3,215 44,050 SH   SOLE   44,050 0 0
ALLOGENE THERAPEUTICS INC COM 019770106 52,843 4,892,866 SH   SOLE   4,892,866 0 0
ALPHABET INC CAP STK CL A 02079K305 2,064,533 21,584,240 SH   SOLE   20,365,490 0 1,218,750
ALPHABET INC CAP STK CL C 02079K107 1,395,544 14,514,240 SH   SOLE   13,661,200 0 853,040
ALTAIR ENGR INC COM CL A 021369103 33,315 753,400 SH   SOLE   753,400 0 0
ALTICE USA INC CL A 02156K103 10,952 1,878,600 SH   SOLE   1,878,600 0 0
ALTRIA GROUP INC COM 02209S103 50,738 1,256,524 SH   SOLE   1,256,524 0 0
AMAZON COM INC COM 023135106 539,598 4,775,200 SH   SOLE   4,705,750 0 69,450
AMBARELLA INC SHS G037AX101 6,388 113,700 SH   SOLE   113,700 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 469,020 38,955,176 SH   SOLE   38,115,551 0 839,625
AMERICAN HOMES 4 RENT CL A 02665T306 18,795 572,850 SH   SOLE   400,550 0 172,300
AMETEK INC COM 031100100 56,864 501,400 SH   SOLE   461,900 0 39,500
AMGEN INC COM 031162100 3,508,322 15,564,870 SH   SOLE   15,075,002 0 489,868
AMICUS THERAPEUTICS INC COM 03152W109 13,866 1,328,200 SH   SOLE   1,328,200 0 0
ANALOG DEVICES INC COM 032654105 588,567 4,223,960 SH   SOLE   4,059,195 0 164,765
APPLE INC COM 037833100 288,534 2,087,800 SH   SOLE   2,087,800 0 0
APPLIED MATLS INC COM 038222105 337,517 4,119,583 SH   SOLE   3,884,828 0 234,755
ARBUTUS BIOPHARMA CORP COM 03879J100 809 423,300 SH   SOLE   423,300 0 0
ARISTA NETWORKS INC COM 040413106 835 7,400 SH   SOLE   4,200 0 3,200
ARLO TECHNOLOGIES INC COM 04206A101 23,020 4,961,110 SH   SOLE   4,467,880 0 493,230
ARMSTRONG WORLD INDS INC NEW COM 04247X102 792 10,000 SH   SOLE   10,000 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100 39,504 2,382,600 SH   SOLE   2,382,600 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 276,708 666,204 SH   SOLE   618,445 0 47,759
ASSETMARK FINL HLDGS INC COM 04546L106 4,604 251,700 SH   SOLE   251,700 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 2,501,478 45,614,110 SH   SOLE   43,299,450 0 2,314,660
AURORA INNOVATION INC CLASS A COM 051774107 23,320 10,552,180 SH   SOLE   10,552,180 0 0
AUTODESK INC COM 052769106 131,582 704,400 SH   SOLE   704,400 0 0
AUTOZONE INC COM 053332102 13,012 6,075 SH   SOLE   6,075 0 0
AXCELIS TECHNOLOGIES INC COM NEW 054540208 99,892 1,649,466 SH   SOLE   1,649,466 0 0
AXON ENTERPRISE INC COM 05464C101 22,594 195,200 SH   SOLE   195,200 0 0
BAIDU INC SPON ADR REP A 056752108 1,120,887 9,540,279 SH   SOLE   9,195,929 0 344,350
BATH & BODY WORKS INC COM 070830104 191,948 5,887,970 SH   SOLE   5,568,091 0 319,879
BEIGENE LTD SPONSORED ADR 07725L102 638,370 4,734,979 SH   SOLE   4,666,004 0 68,975
BIOCERES CROP SOLUTIONS CORP SHS G1117K114 1,615 124,059 SH   SOLE   124,059 0 0
BIOGEN INC COM 09062X103 4,203,038 15,741,715 SH   SOLE   15,226,021 0 515,694
BIOMARIN PHARMACEUTICAL INC COM 09061G101 1,494,114 17,625,505 SH   SOLE   16,736,552 0 888,953
BIONTECH SE SPONSORED ADS 09075V102 565,739 4,194,388 SH   SOLE   3,942,068 0 252,320
BJS WHSL CLUB HLDGS INC COM 05550J101 55,431 761,310 SH   SOLE   761,310 0 0
BK OF AMERICA CORP COM 060505104 743,495 24,619,026 SH   SOLE   23,076,026 0 1,543,000
BLACKBERRY LTD COM 09228F103 177,947 37,861,122 SH   SOLE   37,241,672 0 619,450
BLOOM ENERGY CORP COM CL A 093712107 992 49,600 SH   SOLE   49,600 0 0
BOOT BARN HLDGS INC COM 099406100 4,051 69,300 SH   SOLE   69,300 0 0
BOSTON SCIENTIFIC CORP COM 101137107 1,458,196 37,650,309 SH   SOLE   36,768,182 0 882,127
BRIDGEBIO PHARMA INC COM 10806X102 10,315 1,037,730 SH   SOLE   1,037,730 0 0
BRINKER INTL INC COM 109641100 19,874 795,600 SH   SOLE   700,400 0 95,200
BRISTOL-MYERS SQUIBB CO COM 110122108 1,573,767 22,137,675 SH   SOLE   21,110,172 0 1,027,503
BURLINGTON STORES INC COM 122017106 75,140 671,550 SH   SOLE   671,550 0 0
CALAVO GROWERS INC COM 128246105 1,140 35,900 SH   SOLE   35,900 0 0
CALITHERA BIOSCIENCES INC COM NEW 13089P507 1,219 414,480 SH   SOLE   414,480 0 0
CAMECO CORP COM 13321L108 32,284 1,217,800 SH   SOLE   1,217,800 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 136,909 3,561,625 SH   SOLE   3,362,325 0 199,300
CARMAX INC COM 143130102 408,961 6,194,497 SH   SOLE   5,588,057 0 606,440
CARNIVAL CORP COMMON STOCK 143658300 66,642 9,479,624 SH   SOLE   8,873,701 0 605,923
CARRIER GLOBAL CORPORATION COM 14448C104 174,570 4,909,172 SH   SOLE   4,826,172 0 83,000
CATERPILLAR INC COM 149123101 479,123 2,920,058 SH   SOLE   2,833,132 0 86,926
CBOE GLOBAL MKTS INC COM 12503M108 3,439 29,300 SH   SOLE   17,700 0 11,600
CELANESE CORP DEL COM 150870103 723 8,000 SH   SOLE   0 0 8,000
CERENCE INC COM 156727109 2,994 190,125 SH   SOLE   107,654 0 82,471
CERUS CORP COM 157085101 33,367 9,268,500 SH   SOLE   9,268,500 0 0
CHARLES RIV LABS INTL INC COM 159864107 58,021 294,820 SH   SOLE   294,820 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 74,409 245,290 SH   SOLE   245,290 0 0
CIENA CORP COM NEW 171779309 4,063 100,485 SH   SOLE   97,300 0 3,185
CISCO SYS INC COM 17275R102 305,860 7,646,490 SH   SOLE   7,143,983 0 502,507
CITIGROUP INC COM NEW 172967424 179,758 4,313,846 SH   SOLE   4,005,990 0 307,856
CME GROUP INC COM 12572Q105 267,401 1,509,630 SH   SOLE   1,395,530 0 114,100
COMCAST CORP NEW CL A 20030N101 11,864 404,507 SH   SOLE   404,507 0 0
COMSCORE INC COM 20564W105 8,698 5,271,747 SH   SOLE   5,271,747 0 0
CONSTELLATION BRANDS INC CL A 21036P108 6,913 30,100 SH   SOLE   30,100 0 0
CONTROLADORA VUELA COMP DE A SPON ADR RP 10 21240E105 503 72,000 SH   SOLE   72,000 0 0
CORNING INC COM 219350105 268,044 9,236,519 SH   SOLE   8,914,619 0 321,900
CORTEVA INC COM 22052L104 113,198 1,980,710 SH   SOLE   1,891,560 0 89,150
COTERRA ENERGY INC COM 127097103 110,489 4,230,050 SH   SOLE   3,899,550 0 330,500
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105 263 23,900 SH   SOLE   23,900 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 35,415 214,885 SH   SOLE   214,885 0 0
CSX CORP COM 126408103 107,341 4,029,300 SH   SOLE   4,029,300 0 0
CURTISS WRIGHT CORP COM 231561101 182,510 1,311,515 SH   SOLE   1,254,015 0 57,500
CVS HEALTH CORP COM 126650100 384,518 4,031,860 SH   SOLE   3,835,140 0 196,720
CYBERARK SOFTWARE LTD SHS M2682V108 11,898 79,350 SH   SOLE   79,350 0 0
DANAHER CORPORATION COM 235851102 28,473 110,237 SH   SOLE   110,237 0 0
DARDEN RESTAURANTS INC COM 237194105 7,541 59,700 SH   SOLE   59,700 0 0
DEERE & CO COM 244199105 106,130 317,860 SH   SOLE   317,860 0 0
DELL TECHNOLOGIES INC CL C 24703L202 15,600 456,555 SH   SOLE   439,445 0 17,110
DELTA AIR LINES INC DEL COM NEW 247361702 627,683 22,369,318 SH   SOLE   21,363,918 0 1,005,400
DESCARTES SYS GROUP INC COM 249906108 220,011 3,463,106 SH   SOLE   3,445,706 0 17,400
DISCOVER FINL SVCS COM 254709108 268,716 2,955,519 SH   SOLE   2,949,119 0 6,400
DISNEY WALT CO COM 254687106 521,766 5,531,287 SH   SOLE   5,342,017 0 189,270
DOLLAR GEN CORP NEW COM 256677105 4,102 17,100 SH   SOLE   17,100 0 0
DOLLAR TREE INC COM 256746108 209,868 1,542,015 SH   SOLE   1,445,415 0 96,600
DOORDASH INC CL A 25809K105 7,234 146,290 SH   SOLE   140,450 0 5,840
DOW INC COM 260557103 89,359 2,034,112 SH   SOLE   1,918,469 0 115,643
DUPONT DE NEMOURS INC COM 26614N102 106,663 2,116,332 SH   SOLE   2,020,918 0 95,414
EBAY INC. COM 278642103 93,703 2,545,580 SH   SOLE   2,545,580 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 169,912 2,056,300 SH   SOLE   2,056,300 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 377,554 30,423,363 SH   SOLE   29,432,989 0 990,374
ELECTRONIC ARTS INC COM 285512109 93,392 807,125 SH   SOLE   774,250 0 32,875
ENOVIS CORPORATION COM 194014502 6,591 143,066 SH   SOLE   143,066 0 0
ENTEGRIS INC COM 29362U104 249,899 3,010,112 SH   SOLE   2,980,331 0 29,781
EOG RES INC COM 26875P101 332,556 2,976,429 SH   SOLE   2,976,429 0 0
EPR PPTYS COM SH BEN INT 26884U109 6,168 172,000 SH   SOLE   172,000 0 0
ERICSSON ADR B SEK 10 294821608 473,060 82,414,721 SH   SOLE   78,634,321 0 3,780,400
ESAB CORPORATION COM 29605J106 4,773 143,065 SH   SOLE   143,065 0 0
EVERCORE INC CLASS A 29977A105 44,185 537,200 SH   SOLE   537,200 0 0
EXACT SCIENCES CORP COM 30063P105 15,572 479,300 SH   SOLE   479,300 0 0
FARO TECHNOLOGIES INC COM 311642102 1,358 49,500 SH   SOLE   49,500 0 0
FEDEX CORP COM 31428X106 2,060,573 13,878,717 SH   SOLE   13,355,569 0 523,148
FIBROGEN INC COM 31572Q808 171,470 13,179,897 SH   SOLE   12,177,728 0 1,002,169
FIDELITY NATL INFORMATION SV COM 31620M106 99,994 1,323,200 SH   SOLE   1,309,800 0 13,400
FIVE BELOW INC COM 33829M101 3,084 22,400 SH   SOLE   22,400 0 0
FLEX LTD ORD Y2573F102 898,235 53,915,664 SH   SOLE   50,485,971 0 3,429,693
FLYWIRE CORPORATION COM VTG 302492103 362 15,750 SH   SOLE   15,750 0 0
FORMFACTOR INC COM 346375108 75,942 3,031,614 SH   SOLE   3,031,614 0 0
FREEPORT-MCMORAN INC CL B 35671D857 114,766 4,199,275 SH   SOLE   4,148,075 0 51,200
FRESHWORKS INC CLASS A COM 358054104 3,617 278,900 SH   SOLE   278,900 0 0
FRONTIER GROUP HLDGS INC COM 35909R108 695 71,700 SH   SOLE   71,700 0 0
GAN LTD SHS G3728V109 4,082 1,838,885 SH   SOLE   1,838,885 0 0
GENERAL DYNAMICS CORP COM 369550108 205,079 966,580 SH   SOLE   961,530 0 5,050
GIBRALTAR INDS INC COM 374689107 12,590 307,600 SH   SOLE   307,600 0 0
GILDAN ACTIVEWEAR INC COM 375916103 2,940 104,000 SH   SOLE   104,000 0 0
GITLAB INC CLASS A COM 37637K108 6,803 132,820 SH   SOLE   132,820 0 0
GLAUKOS CORP COM 377322102 28,637 537,890 SH   SOLE   537,890 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 186,131 635,150 SH   SOLE   635,150 0 0
GREIF INC CL B 397624206 1,520 25,000 SH   SOLE   25,000 0 0
GROCERY OUTLET HLDG CORP COM 39874R101 5,326 160,000 SH   SOLE   160,000 0 0
GROWGENERATION CORP COM 39986L109 4,060 1,159,900 SH   SOLE   1,159,900 0 0
GSK PLC SPONSORED ADR 37733W204 12,982 441,120 SH   SOLE   441,120 0 0
GUARDANT HEALTH INC COM 40131M109 12,329 229,044 SH   SOLE   229,044 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101 13,176 375,800 SH   SOLE   375,800 0 0
HALEON PLC SPON ADS 405552100 3,358 551,400 SH   SOLE   551,400 0 0
HAWAIIAN HOLDINGS INC COM 419879101 2,392 181,900 SH   SOLE   181,900 0 0
HEALTH CATALYST INC COM 42225T107 4,581 472,244 SH   SOLE   472,244 0 0
HERTZ GLOBAL HLDGS INC COM NEW 42806J700 11,989 736,400 SH   SOLE   736,400 0 0
HESS CORP COM 42809H107 1,021,535 9,372,740 SH   SOLE   9,142,580 0 230,160
HEWLETT PACKARD ENTERPRISE C COM 42824C109 566,727 47,306,096 SH   SOLE   44,804,554 0 2,501,542
HILTON WORLDWIDE HLDGS INC COM 43300A203 66,771 553,565 SH   SOLE   553,565 0 0
HONEYWELL INTL INC COM 438516106 38,403 230,000 SH   SOLE   230,000 0 0
HP INC COM 40434L105 586,948 23,553,305 SH   SOLE   22,420,916 0 1,132,389
HUBSPOT INC COM 443573100 36,689 135,825 SH   SOLE   135,825 0 0
HUMANA INC COM 444859102 11,497 23,695 SH   SOLE   23,695 0 0
HUNT J B TRANS SVCS INC COM 445658107 100,437 642,100 SH   SOLE   642,100 0 0
IDEX CORP COM 45167R104 76,006 380,315 SH   SOLE   321,815 0 58,500
ILLUMINA INC COM 452327109 109,075 571,703 SH   SOLE   549,345 0 22,358
IMAX CORP COM 45245E109 14,380 1,018,400 SH   SOLE   1,018,400 0 0
IMMUNOGEN INC COM 45253H101 3,481 728,327 SH   SOLE   728,327 0 0
INDIE SEMICONDUCTOR INC CLASS A COM 45569U101 20,612 2,815,900 SH   SOLE   2,815,900 0 0
INGEVITY CORP COM 45688C107 2,971 49,000 SH   SOLE   49,000 0 0
INSULET CORP COM 45784P101 269,456 1,174,610 SH   SOLE   1,174,610 0 0
INTEL CORP COM 458140100 1,343,061 52,117,226 SH   SOLE   49,065,555 0 3,051,671
INTUIT COM 461202103 753,311 1,944,931 SH   SOLE   1,878,056 0 66,875
IQVIA HLDGS INC COM 46266C105 110,035 607,457 SH   SOLE   603,682 0 3,775
IROBOT CORP COM 462726100 124,224 2,205,293 SH   SOLE   2,205,293 0 0
JABIL INC COM 466313103 214,600 3,718,600 SH   SOLE   3,347,500 0 371,100
JACOBS SOLUTIONS INC COM 46982L108 683,867 6,303,507 SH   SOLE   5,941,722 0 361,785
JAMF HLDG CORP COM 47074L105 2,156 97,300 SH   SOLE   97,300 0 0
JELD-WEN HLDG INC COM 47580P103 2,484 283,900 SH   SOLE   283,900 0 0
JETBLUE AWYS CORP COM 477143101 38,656 5,830,500 SH   SOLE   5,830,500 0 0
JPMORGAN CHASE & CO COM 46625H100 1,036,023 9,914,099 SH   SOLE   9,404,305 0 509,794
KEYSIGHT TECHNOLOGIES INC COM 49338L103 166,623 1,058,865 SH   SOLE   944,795 0 114,070
KIRBY CORP COM 497266106 25,323 416,700 SH   SOLE   416,700 0 0
KLA CORP COM NEW 482480100 2,151,940 7,110,794 SH   SOLE   6,945,279 0 165,515
KROGER CO COM 501044101 1,094 25,000 SH   SOLE   25,000 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 52,228 251,300 SH   SOLE   251,300 0 0
LAS VEGAS SANDS CORP COM 517834107 43,501 1,159,400 SH   SOLE   1,159,400 0 0
LESLIES INC COM 527064109 14,369 976,800 SH   SOLE   976,800 0 0
LI-CYCLE HOLDINGS CORP COMMON SHARES 50202P105 10,967 2,061,500 SH   SOLE   2,061,500 0 0
LILLY ELI & CO COM 532457108 9,059,347 28,017,155 SH   SOLE   26,937,780 0 1,079,375
LINDE PLC SHS G5494J103 75,485 280,000 SH   SOLE   280,000 0 0
LIVANOVA PLC SHS G5509L101 232,359 4,576,690 SH   SOLE   4,524,950 0 51,740
LIVE NATION ENTERTAINMENT IN COM 538034109 74,402 978,465 SH   SOLE   950,585 0 27,880
LOWES COS INC COM 548661107 43,196 230,000 SH   SOLE   230,000 0 0
LPL FINL HLDGS INC COM 50212V100 57,526 263,300 SH   SOLE   263,300 0 0
LYFT INC CL A COM 55087P104 60,113 4,564,381 SH   SOLE   4,384,281 0 180,100
MADISON SQUARE GRDN ENTERTNM CL A 55826T102 28,427 644,751 SH   SOLE   644,751 0 0
MADISON SQUARE GRDN SPRT COR CL A 55825T103 926 6,773 SH   SOLE   6,773 0 0
MARKETAXESS HLDGS INC COM 57060D108 214,454 963,880 SH   SOLE   963,880 0 0
MARQETA INC CLASS A COM 57142B104 1,415 198,700 SH   SOLE   198,700 0 0
MARRIOTT INTL INC NEW CL A 571903202 121,480 866,846 SH   SOLE   860,046 0 6,800
MARSH & MCLENNAN COS INC COM 571748102 538,966 3,610,196 SH   SOLE   3,421,487 0 188,709
MASONITE INTL CORP COM 575385109 15,256 214,000 SH   SOLE   214,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 117,205 412,200 SH   SOLE   412,200 0 0
MATERIALISE NV SPONSORED ADS 57667T100 2,726 254,501 SH   SOLE   254,501 0 0
MATSON INC COM 57686G105 20,627 335,292 SH   SOLE   318,662 0 16,630
MATTEL INC COM 577081102 846,420 44,689,559 SH   SOLE   43,535,293 0 1,154,266
MAXAR TECHNOLOGIES INC COM 57778K105 15,860 847,240 SH   SOLE   847,240 0 0
MAXLINEAR INC COM 57776J100 107,067 3,282,242 SH   SOLE   2,925,530 0 356,712
MCDONALDS CORP COM 580135101 61,100 264,800 SH   SOLE   264,800 0 0
MEDTRONIC PLC SHS G5960L103 86,186 1,067,320 SH   SOLE   1,041,790 0 25,530
MERCK & CO INC COM 58933Y105 10,033 116,500 SH   SOLE   116,500 0 0
MEREO BIOPHARMA GROUP PLC SPON ADS 589492107 271 314,760 SH   SOLE   314,760 0 0
META PLATFORMS INC CL A 30303M102 167,466 1,234,275 SH   SOLE   1,225,275 0 9,000
MGM RESORTS INTERNATIONAL COM 552953101 25,161 846,610 SH   SOLE   846,610 0 0
MICRON TECHNOLOGY INC COM 595112103 2,025,750 40,434,127 SH   SOLE   39,579,130 0 854,997
MICROSOFT CORP COM 594918104 3,380,832 14,516,240 SH   SOLE   13,835,395 0 680,845
MISSION PRODUCE INC COM 60510V108 663 45,880 SH   SOLE   45,880 0 0
MONGODB INC CL A 60937P106 16,838 84,800 SH   SOLE   84,800 0 0
MORGAN STANLEY COM NEW 617446448 414,720 5,248,961 SH   SOLE   4,921,450 0 327,511
NEKTAR THERAPEUTICS COM 640268108 52,552 16,422,443 SH   SOLE   16,278,743 0 143,700
NETAPP INC COM 64110D104 1,017,334 16,448,414 SH   SOLE   15,945,684 0 502,730
NETFLIX INC COM 64110L106 31,999 135,910 SH   SOLE   127,010 0 8,900
NEW FORTRESS ENERGY INC COM CL A 644393100 8,113 185,600 SH   SOLE   185,600 0 0
NEWELL BRANDS INC COM 651229106 64,512 4,644,500 SH   SOLE   3,869,500 0 775,000
NLIGHT INC COM 65487K100 10,713 1,133,664 SH   SOLE   1,133,664 0 0
NMI HLDGS INC CL A 629209305 14,742 723,720 SH   SOLE   723,720 0 0
NN INC COM 629337106 3,757 2,197,000 SH   SOLE   2,052,000 0 145,000
NOKIA CORP SPONSORED ADR 654902204 2,135 500,000 SH   SOLE   500,000 0 0
NORFOLK SOUTHN CORP COM 655844108 19,644 93,700 SH   SOLE   93,700 0 0
NORTHERN TR CORP COM 665859104 355,854 4,159,122 SH   SOLE   4,048,892 0 110,230
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 27,980 2,463,070 SH   SOLE   2,405,070 0 58,000
NOVARTIS AG SPONSORED ADR 66987V109 1,326,614 17,453,150 SH   SOLE   16,903,380 0 549,770
NUTANIX INC CL A 67059N108 130,016 6,241,785 SH   SOLE   5,868,485 0 373,300
NUVASIVE INC COM 670704105 5,822 132,900 SH   SOLE   132,900 0 0
NVENT ELECTRIC PLC SHS G6700G107 28,038 887,000 SH   SOLE   887,000 0 0
NVIDIA CORPORATION COM 67066G104 360,115 2,966,595 SH   SOLE   2,913,410 0 53,185
OKTA INC CL A 679295105 5,423 95,350 SH   SOLE   95,350 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 45,239 181,850 SH   SOLE   181,850 0 0
OLINK HLDG AB SPONSORED ADS 680710100 358 29,500 SH   SOLE   27,400 0 2,100
OLLIES BARGAIN OUTLET HLDGS COM 681116109 31,497 610,400 SH   SOLE   610,400 0 0
OMNICELL COM COM 68213N109 9,509 109,257 SH   SOLE   109,257 0 0
ORACLE CORP COM 68389X105 760,893 12,459,351 SH   SOLE   11,789,980 0 669,371
ORASURE TECHNOLOGIES INC COM 68554V108 3,451 910,600 SH   SOLE   910,600 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 13,504 19,200 SH   SOLE   19,200 0 0
OSI SYSTEMS INC COM 671044105 21,913 304,100 SH   SOLE   294,100 0 10,000
OTIS WORLDWIDE CORP COM 68902V107 105,010 1,645,931 SH   SOLE   1,602,881 0 43,050
PALO ALTO NETWORKS INC COM 697435105 88,358 539,462 SH   SOLE   527,252 0 12,210
PAYPAL HLDGS INC COM 70450Y103 193,396 2,246,960 SH   SOLE   2,184,120 0 62,840
PENTAIR PLC SHS G7S00T104 27,104 667,100 SH   SOLE   667,100 0 0
PENUMBRA INC COM 70975L107 8,687 45,820 SH   SOLE   42,490 0 3,330
PERIMETER SOLUTIONS SA COMMON STOCK L7579L106 17,868 2,230,701 SH   SOLE   2,230,701 0 0
PERKINELMER INC COM 714046109 155,330 1,290,870 SH   SOLE   1,114,720 0 176,150
PHILIP MORRIS INTL INC COM 718172109 13,763 165,800 SH   SOLE   165,800 0 0
PINTEREST INC CL A 72352L106 113,095 4,853,850 SH   SOLE   4,853,850 0 0
PIONEER NAT RES CO COM 723787107 1,113,277 5,141,446 SH   SOLE   4,934,146 0 207,300
PRESTIGE CONSMR HEALTHCARE I COM 74112D101 1,565 31,400 SH   SOLE   31,400 0 0
PROGRESSIVE CORP COM 743315103 181,933 1,565,550 SH   SOLE   1,565,550 0 0
PROS HOLDINGS INC COM 74346Y103 8,578 347,290 SH   SOLE   347,290 0 0
PULMONX CORP COM 745848101 90,510 5,432,751 SH   SOLE   4,948,611 0 484,140
QUALCOMM INC COM 747525103 756,529 6,696,129 SH   SOLE   6,445,573 0 250,556
RAMBUS INC DEL COM 750917106 6,242 245,563 SH   SOLE   63,863 0 181,700
RAPID7 INC COM 753422104 7,748 180,600 SH   SOLE   180,600 0 0
RAYMOND JAMES FINL INC COM 754730109 1,337,956 13,539,327 SH   SOLE   12,911,402 0 627,925
RAYTHEON TECHNOLOGIES CORP COM 75513E101 41,647 508,762 SH   SOLE   508,762 0 0
REPLIGEN CORP COM 759916109 8,865 47,379 SH   SOLE   47,379 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 72,750 1,368,000 SH   SOLE   1,368,000 0 0
RHYTHM PHARMACEUTICALS INC COM 76243J105 172,159 7,026,892 SH   SOLE   7,026,892 0 0
RINGCENTRAL INC CL A 76680R206 494 12,350 SH   SOLE   12,350 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103 11,585 352,020 SH   SOLE   352,020 0 0
ROBLOX CORP CL A 771049103 10,892 303,900 SH   SOLE   303,900 0 0
ROCKWELL AUTOMATION INC COM 773903109 59,369 275,995 SH   SOLE   267,775 0 8,220
ROSS STORES INC COM 778296103 952,378 11,301,504 SH   SOLE   10,924,297 0 377,207
ROYAL CARIBBEAN GROUP COM V7780T103 256,813 6,776,061 SH   SOLE   6,635,739 0 140,322
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 30,524 522,500 SH   SOLE   522,500 0 0
SAFEHOLD INC COM 78645L100 1,418 53,600 SH   SOLE   53,600 0 0
SAGE THERAPEUTICS INC COM 78667J108 3,047 77,800 SH   SOLE   77,800 0 0
SAIA INC COM 78709Y105 14,668 77,200 SH   SOLE   77,200 0 0
SALESFORCE INC COM 79466L302 41,685 289,800 SH   SOLE   289,800 0 0
SANOFI SPONSORED ADR 80105N105 47,126 1,239,500 SH   SOLE   1,216,660 0 22,840
SCHLUMBERGER LTD COM STK 806857108 4,994 139,100 SH   SOLE   139,100 0 0
SCHWAB CHARLES CORP COM 808513105 377,550 5,253,236 SH   SOLE   4,964,825 0 288,411
SCIENCE APPLICATIONS INTL CO COM 808625107 10,249 115,900 SH   SOLE   115,900 0 0
SEAGEN INC COM 81181C104 627,106 4,583,100 SH   SOLE   4,553,755 0 29,345
SHOCKWAVE MED INC COM 82489T104 90,823 326,620 SH   SOLE   326,620 0 0
SIO GENE THERAPIES INC COM 829399104 4 15,600 SH   SOLE   15,600 0 0
SNAP INC CL A 83304A106 1,341 136,550 SH   SOLE   136,550 0 0
SONY GROUP CORPORATION SPONSORED ADR 835699307 1,617,126 25,247,868 SH   SOLE   24,185,668 0 1,062,200
SOUTHWEST AIRLS CO COM 844741108 1,626,547 52,741,484 SH   SOLE   50,765,178 0 1,976,306
SOUTHWESTERN ENERGY CO COM 845467109 61,504 10,049,750 SH   SOLE   9,396,950 0 652,800
SPIRIT AIRLS INC COM 848577102 5,051 268,400 SH   SOLE   268,400 0 0
SPLUNK INC COM 848637104 670,316 8,913,780 SH   SOLE   8,469,780 0 444,000
STANDARD BIOTOOLS INC COM 34385P108 5,419 4,926,743 SH   SOLE   4,926,743 0 0
STRATASYS LTD SHS M85548101 49,292 3,420,699 SH   SOLE   3,420,699 0 0
STRYKER CORPORATION COM 863667101 90,762 448,120 SH   SOLE   448,120 0 0
SUN CTRY AIRLS HLDGS INC COM 866683105 992 72,875 SH   SOLE   72,175 0 700
SYSCO CORP COM 871829107 143,833 2,034,125 SH   SOLE   1,933,025 0 101,100
TECHNIPFMC PLC COM G87110105 14,200 1,678,500 SH   SOLE   1,678,500 0 0
TENABLE HLDGS INC COM 88025T102 1,632 46,900 SH   SOLE   46,900 0 0
TERADYNE INC COM 880770102 115,607 1,538,355 SH   SOLE   1,406,350 0 132,005
TESLA INC COM 88160R101 2,685,845 10,125,710 SH   SOLE   9,974,260 0 151,450
TEXAS INSTRS INC COM 882508104 2,684,895 17,346,527 SH   SOLE   16,647,693 0 698,834
TEXTRON INC COM 883203101 305,401 5,242,030 SH   SOLE   5,156,500 0 85,530
THERMO FISHER SCIENTIFIC INC COM 883556102 1,925,829 3,797,057 SH   SOLE   3,656,577 0 140,480
TJX COS INC NEW COM 872540109 879,473 14,157,648 SH   SOLE   13,828,300 0 329,348
T-MOBILE US INC COM 872590104 144,274 1,075,306 SH   SOLE   1,075,306 0 0
TRADEWEB MKTS INC CL A 892672106 71,884 1,274,085 SH   SOLE   1,234,585 0 39,500
TRANSDIGM GROUP INC COM 893641100 317,224 604,444 SH   SOLE   604,444 0 0
TRANSOCEAN LTD REG SHS H8817H100 115,974 46,953,106 SH   SOLE   44,431,510 0 2,521,596
TRIMBLE INC COM 896239100 301,143 5,548,986 SH   SOLE   5,077,526 0 471,460
TUESDAY MORNING CORP COM 89904V101 129 1,067,000 SH   SOLE   1,067,000 0 0
TUSIMPLE HLDGS INC CL A 90089L108 827 108,800 SH   SOLE   105,700 0 3,100
TWITTER INC COM 90184L102 7,045 160,700 SH   SOLE   160,700 0 0
TYSON FOODS INC CL A 902494103 23,524 356,800 SH   SOLE   356,800 0 0
UBER TECHNOLOGIES INC COM 90353T100 32,545 1,228,100 SH   SOLE   1,209,900 0 18,200
ULTA BEAUTY INC COM 90384S303 28,886 72,000 SH   SOLE   72,000 0 0
UNION PAC CORP COM 907818108 513,078 2,633,600 SH   SOLE   2,617,600 0 16,000
UNITED AIRLS HLDGS INC COM 910047109 796,427 24,482,858 SH   SOLE   23,929,707 0 553,151
UNITED PARCEL SERVICE INC CL B 911312106 401,119 2,483,091 SH   SOLE   2,357,185 0 125,906
UNITEDHEALTH GROUP INC COM 91324P102 8,098 16,034 SH   SOLE   16,034 0 0
UNITY SOFTWARE INC COM 91332U101 18,929 594,139 SH   SOLE   594,139 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 201,645 2,137,199 SH   SOLE   2,082,799 0 54,400
US BANCORP DEL COM NEW 902973304 143,850 3,567,700 SH   SOLE   3,427,600 0 140,100
VALERO ENERGY CORP COM 91913Y100 103,906 972,450 SH   SOLE   734,800 0 237,650
VARONIS SYS INC COM 922280102 1,229 46,340 SH   SOLE   46,340 0 0
VICTORIAS SECRET AND CO COMMON STOCK 926400102 77,795 2,671,528 SH   SOLE   2,563,604 0 107,924
VISA INC COM CL A 92826C839 725,298 4,082,734 SH   SOLE   3,724,295 0 358,439
VMWARE INC CL A COM 928563402 52,681 494,846 SH   SOLE   472,324 0 22,522
WATERS CORP COM 941848103 13,798 51,194 SH   SOLE   51,194 0 0
WAVE LIFE SCIENCES LTD SHS Y95308105 15,920 4,409,908 SH   SOLE   4,358,508 0 51,400
WELLS FARGO CO NEW COM 949746101 1,954,003 48,582,875 SH   SOLE   46,265,381 0 2,317,494
WESTERN DIGITAL CORP. COM 958102105 85,393 2,623,454 SH   SOLE   2,463,347 0 160,107
WEX INC COM 96208T104 138,796 1,093,400 SH   SOLE   1,000,850 0 92,550
WHIRLPOOL CORP COM 963320106 656,386 4,868,970 SH   SOLE   4,593,000 0 275,970
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 2,783 69,000 SH   SOLE   69,000 0 0
WOLFSPEED INC COM 977852102 218,405 2,113,052 SH   SOLE   1,948,892 0 164,160
XENCOR INC COM 98401F105 147,832 5,690,231 SH   SOLE   5,690,231 0 0
XOMETRY INC CLASS A COM 98423F109 87,841 1,546,760 SH   SOLE   1,353,195 0 193,565
XPENG INC ADS 98422D105 131,739 11,024,217 SH   SOLE   10,051,247 0 972,970
XPO LOGISTICS INC COM 983793100 23,168 520,400 SH   SOLE   520,400 0 0
ZENTALIS PHARMACEUTICALS INC COM 98943L107 25,552 1,179,700 SH   SOLE   1,131,600 0 48,100
ZIMMER BIOMET HOLDINGS INC COM 98956P102 513,083 4,907,537 SH   SOLE   4,614,087 0 293,450
ZIMVIE INC COM 98888T107 3,558 360,514 SH   SOLE   336,835 0 23,679
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 11,999 163,050 SH   SOLE   163,050 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104 11,603 278,519 SH   SOLE   278,519 0 0