Holocene Advisors 13F-HR Quarterly holdings report by institutional manager

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
Expires:	Oct 31, 2018
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
3M CO	COM	88579Y101	77,454,000	600,000	SH	Call	SOLE		600,000	0	0
3M CO	COM	88579Y101	248,937,414	1,928,402	SH		SOLE		1,928,402	0	0
ABBOTT LABS	COM	002824100	44,870,624	396,699	SH		SOLE		396,699	0	0
ABBVIE INC	COM	00287Y109	196,739,133	1,107,142	SH		SOLE		1,107,142	0	0
ACADEMY SPORTS & OUTDOORS IN	COM	00402L107	2,563,307	44,556	SH		SOLE		44,556	0	0
ACADIA HEALTHCARE COMPANY IN	COM	00404A109	31,322,588	789,977	SH		SOLE		789,977	0	0
ACCENTURE PLC IRELAND	SHS CLASS A	G1151C101	8,983,661	25,537	SH		SOLE		25,537	0	0
ACV AUCTIONS INC	COM CL A	00091G104	878,645	40,678	SH		SOLE		40,678	0	0
ADIENT PLC	ORD SHS	G0084W101	1,212,544	70,374	SH		SOLE		70,374	0	0
ADOBE INC	COM	00724F101	26,680,800	60,000	SH		SOLE		60,000	0	0
ADVANCE AUTO PARTS INC	COM	00751Y106	4,058,712	85,826	SH		SOLE		85,826	0	0
ADVANCED DRAIN SYS INC DEL	COM	00790R104	7,262,917	62,828	SH		SOLE		62,828	0	0
ADVANCED ENERGY INDS	COM	007973100	2,973,888	25,719	SH		SOLE		25,719	0	0
AECOM	COM	00766T100	11,506,330	107,717	SH		SOLE		107,717	0	0
AES CORP	COM	00130H105	5,305,760	412,258	SH		SOLE		412,258	0	0
AFFILIATED MANAGERS GROUP IN	COM	008252108	1,223,431	6,616	SH		SOLE		6,616	0	0
AGNC INVT CORP	COM	00123Q104	2,958,215	321,196	SH		SOLE		321,196	0	0
AIR PRODS & CHEMS INC	COM	009158106	42,476,648	146,451	SH		SOLE		146,451	0	0
AKAMAI TECHNOLOGIES INC	COM	00971T101	93,061,520	972,938	SH		SOLE		972,938	0	0
ALAMO GROUP INC	COM	011311107	524,266	2,820	SH		SOLE		2,820	0	0
ALARM COM HLDGS INC	COM	011642105	2,628,080	43,225	SH		SOLE		43,225	0	0
ALBANY INTL CORP	CL A	012348108	953,482	11,923	SH		SOLE		11,923	0	0
ALBERTSONS COS INC	COMMON STOCK	013091103	6,159,752	313,633	SH		SOLE		313,633	0	0
ALCON AG	ORD SHS	H01301128	24,285,077	286,077	SH		SOLE		286,077	0	0
ALEXANDRIA REAL ESTATE EQ IN	COM	015271109	4,891,645	50,145	SH		SOLE		50,145	0	0
ALIGN TECHNOLOGY INC	COM	016255101	36,376,029	174,457	SH		SOLE		174,457	0	0
ALKERMES PLC	SHS	G01767105	7,417,290	257,903	SH		SOLE		257,903	0	0
ALLEGION PLC	ORD SHS	G0176J109	1,944,518	14,880	SH		SOLE		14,880	0	0
ALLEGRO MICROSYSTEMS INC	COM	01749D105	4,595,365	210,218	SH		SOLE		210,218	0	0
ALLIANT ENERGY CORP	COM	018802108	5,058,422	85,533	SH		SOLE		85,533	0	0
ALPHABET INC	CAP STK CL C	02079K107	95,220,000	500,000	SH		SOLE		500,000	0	0
ALPHABET INC	CAP STK CL A	02079K305	95,481,406	504,392	SH		SOLE		504,392	0	0
AMAZON COM INC	COM	023135106	1,470,219,268	6,701,396	SH		SOLE		6,701,396	0	0
AMBARELLA INC	SHS	G037AX101	269,574	3,706	SH		SOLE		3,706	0	0
AMER STATES WTR CO	COM	029899101	998,158	12,843	SH		SOLE		12,843	0	0
AMERICAN EAGLE OUTFITTERS IN	COM	02553E106	1,046,293	62,765	SH		SOLE		62,765	0	0
AMERICAN ELEC PWR CO INC	COM	025537101	79,212,750	858,861	SH		SOLE		858,861	0	0
AMERICAN EXPRESS CO	COM	025816109	69,708,551	234,875	SH		SOLE		234,875	0	0
AMERICAN FINL GROUP INC OHIO	COM	025932104	5,572,229	40,694	SH		SOLE		40,694	0	0
AMERICAN HOMES 4 RENT	CL A	02665T306	2,056,341	54,953	SH		SOLE		54,953	0	0
AMERICAN INTL GROUP INC	COM NEW	026874784	180,345,038	2,477,267	SH		SOLE		2,477,267	0	0
AMERICAN TOWER CORP NEW	COM	03027X100	612,406	3,339	SH		SOLE		3,339	0	0
AMERICAN WTR WKS CO INC NEW	COM	030420103	38,582,688	309,926	SH		SOLE		309,926	0	0
AMETEK INC	COM	031100100	612,163	3,396	SH		SOLE		3,396	0	0
AMGEN INC	COM	031162100	59,165,280	227,000	SH		SOLE		227,000	0	0
AMPHENOL CORP NEW	CL A	032095101	44,337,366	638,407	SH		SOLE		638,407	0	0
ANALOG DEVICES INC	COM	032654105	109,378,020	514,817	SH		SOLE		514,817	0	0
ANHEUSER BUSCH INBEV SA/NV	SPONSORED ADR	03524A108	429,300	8,574	SH		SOLE		8,574	0	0
APA CORPORATION	COM	03743Q108	7,489,449	324,359	SH		SOLE		324,359	0	0
API GROUP CORP	COM STK	00187Y100	3,774,656	104,939	SH		SOLE		104,939	0	0
APOLLO GLOBAL MGMT INC	COM	03769M106	40,113,730	242,878	SH		SOLE		242,878	0	0
APPFOLIO INC	COM CL A	03783C100	532,422	2,158	SH		SOLE		2,158	0	0
APPIAN CORP	CL A	03782L101	892,670	27,067	SH		SOLE		27,067	0	0
APPLE HOSPITALITY REIT INC	COM NEW	03784Y200	3,224,498	210,065	SH		SOLE		210,065	0	0
APPLE INC	COM	037833100	150,252,000	600,000	SH		SOLE		600,000	0	0
APPLIED MATLS INC	COM	038222105	63,263,070	389,000	SH		SOLE		389,000	0	0
APPLOVIN CORP	COM CL A	03831W108	19,930,441	61,546	SH		SOLE		61,546	0	0
APTIV PLC	COM SHS	G3265R107	5,437,031	89,898	SH		SOLE		89,898	0	0
ARCBEST CORP	COM	03937C105	1,962,333	21,028	SH		SOLE		21,028	0	0
ARCELORMITTAL SA LUXEMBOURG	NY REGISTRY SH	03938L203	13,467,188	582,239	SH		SOLE		582,239	0	0
ARCH CAP GROUP LTD	ORD	G0450A105	342,341	3,707	SH		SOLE		3,707	0	0
ARCH RESOURCES INC	CL A	03940R107	285,264	2,020	SH		SOLE		2,020	0	0
ARCHER AVIATION INC	COM CL A	03945R102	243,477	24,972	SH		SOLE		24,972	0	0
ARCHER DANIELS MIDLAND CO	COM	039483102	29,251,080	579,000	SH		SOLE		579,000	0	0
ARCOSA INC	COM	039653100	1,481,476	15,314	SH		SOLE		15,314	0	0
ARGENX SE	SPONSORED ADR	04016X101	6,500,550	10,570	SH		SOLE		10,570	0	0
ARROW ELECTRS INC	COM	042735100	1,865,688	16,493	SH		SOLE		16,493	0	0
ARTISAN PARTNERS ASSET MGMT	CL A	04316A108	2,266,669	52,652	SH		SOLE		52,652	0	0
ASANA INC	CL A	04342Y104	2,492,622	122,971	SH		SOLE		122,971	0	0
ASBURY AUTOMOTIVE GROUP INC	COM	043436104	1,310,661	5,393	SH		SOLE		5,393	0	0
ASGN INC	COM	00191U102	3,182,255	38,184	SH		SOLE		38,184	0	0
ASHLAND INC	COM	044186104	1,974,225	27,627	SH		SOLE		27,627	0	0
ASPEN TECHNOLOGY INC	COM	29109X106	9,161,421	36,700	SH		SOLE		36,700	0	0
ASTRAZENECA PLC	SPONSORED ADR	046353108	281,762,274	4,300,401	SH		SOLE		4,300,401	0	0
ATI INC	COM	01741R102	19,456,750	353,502	SH		SOLE		353,502	0	0
ATKORE INC	COM	047649108	5,296,321	63,467	SH		SOLE		63,467	0	0
ATLANTIC UN BANKSHARES CORP	COM	04911A107	1,852,976	48,917	SH		SOLE		48,917	0	0
ATLAS ENERGY SOLUTIONS INC	COM NEW	642045108	682,412	30,767	SH		SOLE		30,767	0	0
ATLASSIAN CORPORATION	CL A	049468101	161,285,249	662,689	SH		SOLE		662,689	0	0
AUTODESK INC	COM	052769106	6,422,441	21,729	SH		SOLE		21,729	0	0
AUTOMATIC DATA PROCESSING IN	COM	053015103	4,805,456	16,416	SH		SOLE		16,416	0	0
AUTONATION INC	COM	05329W102	41,509,236	244,402	SH		SOLE		244,402	0	0
AUTOZONE INC	COM	053332102	60,540,214	18,907	SH		SOLE		18,907	0	0
AVALONBAY CMNTYS INC	COM	053484101	3,783,484	17,200	SH		SOLE		17,200	0	0
AVERY DENNISON CORP	COM	053611109	9,468,029	50,596	SH		SOLE		50,596	0	0
AVIS BUDGET GROUP	COM	053774105	3,482,352	43,200	SH		SOLE		43,200	0	0
AXCELIS TECHNOLOGIES INC	COM NEW	054540208	5,888,993	84,285	SH		SOLE		84,285	0	0
BAKER HUGHES COMPANY	CL A	05722G100	40,773,880	994,000	SH		SOLE		994,000	0	0
BALCHEM CORP	COM	057665200	2,276,714	13,968	SH		SOLE		13,968	0	0
BALL CORP	COM	058498106	7,451,867	135,169	SH		SOLE		135,169	0	0
BANK AMERICA CORP	COM	060505104	38,085,795	866,571	SH		SOLE		866,571	0	0
BANK OZK LITTLE ROCK ARK	COM	06417N103	2,354,078	52,865	SH		SOLE		52,865	0	0
BATH & BODY WORKS INC	COM	070830104	3,029,876	78,150	SH		SOLE		78,150	0	0
BAXTER INTL INC	COM	071813109	19,186,551	657,975	SH		SOLE		657,975	0	0
BECTON DICKINSON & CO	COM	075887109	73,288,765	323,043	SH		SOLE		323,043	0	0
BELLRING BRANDS INC	COMMON STOCK	07831C103	76,053,093	1,009,465	SH		SOLE		1,009,465	0	0
BENTLEY SYS INC	COM CL B	08265T208	5,105,011	109,315	SH		SOLE		109,315	0	0
BERKSHIRE HATHAWAY INC DEL	CL B NEW	084670702	7,855,342	17,330	SH		SOLE		17,330	0	0
BEST BUY INC	COM	086516101	34,320,000	400,000	SH		SOLE		400,000	0	0
BILL HOLDINGS INC	COM	090043100	84,344,222	995,682	SH		SOLE		995,682	0	0
BIOHAVEN LTD	COM	G1110E107	40,668,249	1,088,842	SH		SOLE		1,088,842	0	0
BIRKENSTOCK HOLDING PLC	COM SHS	M2029K104	9,851,984	173,879	SH		SOLE		173,879	0	0
BLACKLINE INC	COM	09239B109	1,770,486	29,139	SH		SOLE		29,139	0	0
BLACKSTONE MTG TR INC	COM CL A	09257W100	1,805,504	103,705	SH		SOLE		103,705	0	0
BOEING CO	COM	097023105	22,804,503	128,839	SH		SOLE		128,839	0	0
BOOKING HOLDINGS INC	COM	09857L108	216,921,217	43,660	SH		SOLE		43,660	0	0
BOSTON BEER INC	CL A	100557107	2,550,130	8,501	SH		SOLE		8,501	0	0
BOSTON SCIENTIFIC CORP	COM	101137107	273,113,764	3,057,700	SH		SOLE		3,057,700	0	0
BRAZE INC	COM CL A	10576N102	34,202,810	816,686	SH		SOLE		816,686	0	0
BRIGHT HORIZONS FAM SOL IN D	COM	109194100	598,257	5,397	SH		SOLE		5,397	0	0
BRINKER INTL INC	COM	109641100	4,404,992	33,298	SH		SOLE		33,298	0	0
BRISTOL-MYERS SQUIBB CO	COM	110122108	8,368,900	147,965	SH		SOLE		147,965	0	0
BROADCOM INC	COM	11135F101	348,687,360	1,504,000	SH		SOLE		1,504,000	0	0
BROADRIDGE FINL SOLUTIONS IN	COM	11133T103	3,446,742	15,245	SH		SOLE		15,245	0	0
BROWN FORMAN CORP	CL B	115637209	6,196,171	163,143	SH		SOLE		163,143	0	0
BRUKER CORP	COM	116794108	8,435,242	143,897	SH		SOLE		143,897	0	0
BRUNSWICK CORP	COM	117043109	11,040,035	170,687	SH		SOLE		170,687	0	0
BUCKLE INC	COM	118440106	674,960	13,284	SH		SOLE		13,284	0	0
BUILDERS FIRSTSOURCE INC	COM	12008R107	1,110,137	7,767	SH		SOLE		7,767	0	0
BUMBLE INC	COM CL A	12047B105	113,048	13,888	SH		SOLE		13,888	0	0
BURLINGTON STORES INC	COM	122017106	175,783,959	616,656	SH		SOLE		616,656	0	0
BXP INC	COM	101121101	2,958,264	39,783	SH		SOLE		39,783	0	0
C H ROBINSON WORLDWIDE INC	COM NEW	12541W209	7,469,933	72,299	SH		SOLE		72,299	0	0
C3 AI INC	CL A	12468P104	1,576,928	45,801	SH		SOLE		45,801	0	0
CABLE ONE INC	COM	12685J105	3,707,747	10,239	SH		SOLE		10,239	0	0
CACTUS INC	CL A	127203107	3,310,471	56,725	SH		SOLE		56,725	0	0
CADENCE DESIGN SYSTEM INC	COM	127387108	230,203,739	766,171	SH		SOLE		766,171	0	0
CAESARS ENTERTAINMENT INC NE	COM	12769G100	6,730,487	201,391	SH		SOLE		201,391	0	0
CALIX INC	COM	13100M509	1,049,448	30,096	SH		SOLE		30,096	0	0
CAMDEN PPTY TR	SH BEN INT	133131102	1,770,422	15,257	SH		SOLE		15,257	0	0
CAMECO CORP	COM	13321L108	28,950,711	563,353	SH		SOLE		563,353	0	0
CAMPING WORLD HLDGS INC	CL A	13462K109	1,939,360	92,000	SH		SOLE		92,000	0	0
CANADIAN NAT RES LTD	COM	136385101	15,844,274	513,258	SH		SOLE		513,258	0	0
CANADIAN PACIFIC KANSAS CITY	COM	13646K108	120,827,432	1,669,579	SH		SOLE		1,669,579	0	0
CAPITAL ONE FINL CORP	COM	14040H105	120,698,210	676,863	SH		SOLE		676,863	0	0
CAPRI HOLDINGS LIMITED	SHS	G1890L107	912,530	43,330	SH		SOLE		43,330	0	0
CARDINAL HEALTH INC	COM	14149Y108	16,087,085	136,020	SH		SOLE		136,020	0	0
CARLYLE GROUP INC	COM	14316J108	9,633,946	190,809	SH		SOLE		190,809	0	0
CARMAX INC	COM	143130102	232,445,724	2,843,025	SH		SOLE		2,843,025	0	0
CARNIVAL CORP	UNIT 99/99/9999	143658300	117,264,524	4,705,639	SH		SOLE		4,705,639	0	0
CARPENTER TECHNOLOGY CORP	COM	144285103	90,399,426	532,670	SH		SOLE		532,670	0	0
CARTERS INC	COM	146229109	8,449,034	155,915	SH		SOLE		155,915	0	0
CARVANA CO	CL A	146869102	58,451,561	287,429	SH		SOLE		287,429	0	0
CASELLA WASTE SYS INC	CL A	147448104	2,111,227	19,953	SH		SOLE		19,953	0	0
CASEYS GEN STORES INC	COM	147528103	42,614,933	107,551	SH		SOLE		107,551	0	0
CAVA GROUP INC	COM	148929102	27,433,073	243,201	SH		SOLE		243,201	0	0
CAVCO INDS INC DEL	COM	149568107	1,923,251	4,310	SH		SOLE		4,310	0	0
CBRE GROUP INC	CL A	12504L109	32,783,244	249,701	SH		SOLE		249,701	0	0
CDW CORP	COM	12514G108	141,525,499	813,178	SH		SOLE		813,178	0	0
CELANESE CORP DEL	COM	150870103	6,322,334	91,350	SH		SOLE		91,350	0	0
CELESTICA INC	COM	15101Q207	6,525,702	70,701	SH		SOLE		70,701	0	0
CENCORA INC	COM	03073E105	150,788,814	671,127	SH		SOLE		671,127	0	0
CENTENE CORP DEL	COM	15135B101	71,093,538	1,173,548	SH		SOLE		1,173,548	0	0
CENTURY CMNTYS INC	COM	156504300	8,779,285	119,674	SH		SOLE		119,674	0	0
CHAMPION HOMES INC	COM	830830105	2,131,051	24,189	SH		SOLE		24,189	0	0
CHAMPIONX CORPORATION	COM	15872M104	1,850,415	68,055	SH		SOLE		68,055	0	0
CHEMED CORP NEW	COM	16359R103	6,576,937	12,414	SH		SOLE		12,414	0	0
CHEMOURS CO	COM	163851108	1,672,525	98,966	SH		SOLE		98,966	0	0
CHEVRON CORP NEW	COM	166764100	32,461,251	224,118	SH		SOLE		224,118	0	0
CHEWY INC	CL A	16679L109	2,396,076	71,546	SH		SOLE		71,546	0	0
CHORD ENERGY CORPORATION	COM NEW	674215207	4,519,893	38,658	SH		SOLE		38,658	0	0
CHURCHILL DOWNS INC	COM	171484108	4,689,925	35,120	SH		SOLE		35,120	0	0
CINCINNATI FINL CORP	COM	172062101	2,328,227	16,202	SH		SOLE		16,202	0	0
CISCO SYS INC	COM	17275R102	573,835,723	9,693,171	SH		SOLE		9,693,171	0	0
CITIGROUP INC	COM NEW	172967424	26,385,692	374,850	SH		SOLE		374,850	0	0
CLEAR SECURE INC	COM CL A	18467V109	874,858	32,840	SH		SOLE		32,840	0	0
CLEVELAND-CLIFFS INC NEW	COM	185899101	37,462,694	3,985,393	SH		SOLE		3,985,393	0	0
CLOROX CO DEL	COM	189054109	227,005,004	1,397,728	SH		SOLE		1,397,728	0	0
CME GROUP INC	COM	12572Q105	56,524,782	243,400	SH		SOLE		243,400	0	0
CNH INDL N V	SHS	N20944109	3,530,859	311,638	SH		SOLE		311,638	0	0
COCA-COLA EUROPACIFIC PARTNE	SHS	G25839104	301,322,711	3,922,962	SH		SOLE		3,922,962	0	0
COGENT COMMUNICATIONS HLDGS	COM NEW	19239V302	1,913,340	24,826	SH		SOLE		24,826	0	0
COGNEX CORP	COM	192422103	5,171,227	144,206	SH		SOLE		144,206	0	0
COHEN & STEERS INC	COM	19247A100	624,495	6,763	SH		SOLE		6,763	0	0
COHERENT CORP	COM	19247G107	103,825,122	1,096,011	SH		SOLE		1,096,011	0	0
COINBASE GLOBAL INC	COM CL A	19260Q107	33,141,098	133,472	SH		SOLE		133,472	0	0
COLUMBIA SPORTSWEAR CO	COM	198516106	2,528,559	30,127	SH		SOLE		30,127	0	0
COMMERCE BANCSHARES INC	COM	200525103	4,593,929	73,727	SH		SOLE		73,727	0	0
COMMERCIAL METALS CO	COM	201723103	28,979,941	584,273	SH		SOLE		584,273	0	0
CONAGRA BRANDS INC	COM	205887102	9,720,908	350,303	SH		SOLE		350,303	0	0
CONOCOPHILLIPS	COM	20825C104	303,217,531	3,057,553	SH		SOLE		3,057,553	0	0
COOPER COS INC	COM	216648501	99,569,567	1,083,102	SH		SOLE		1,083,102	0	0
COPART INC	COM	217204106	6,741,948	117,476	SH		SOLE		117,476	0	0
CORE & MAIN INC	CL A	21874C102	1,117,678	21,954	SH		SOLE		21,954	0	0
CORTEVA INC	COM	22052L104	39,513,722	693,710	SH		SOLE		693,710	0	0
COSTAR GROUP INC	COM	22160N109	8,183,453	114,310	SH		SOLE		114,310	0	0
COSTCO WHSL CORP NEW	COM	22160K105	88,878,190	97,000	SH		SOLE		97,000	0	0
COTERRA ENERGY INC	COM	127097103	78,471,318	3,072,487	SH		SOLE		3,072,487	0	0
COTY INC	COM CL A	222070203	4,178,520	600,362	SH		SOLE		600,362	0	0
COUPANG INC	CL A	22266T109	211,467,932	9,620,925	SH		SOLE		9,620,925	0	0
CRANE NXT CO	COM	224441105	2,098,249	36,040	SH		SOLE		36,040	0	0
CREDIT ACCEP CORP MICH	COM	225310101	2,482,974	5,289	SH		SOLE		5,289	0	0
CROWN CASTLE INC	COM	22822V101	5,008,863	55,188	SH		SOLE		55,188	0	0
CSX CORP	COM	126408103	127,014,720	3,936,000	SH		SOLE		3,936,000	0	0
CUBESMART	COM	229663109	3,126,036	72,953	SH		SOLE		72,953	0	0
CUMMINS INC	COM	231021106	67,222,281	192,835	SH		SOLE		192,835	0	0
CURBLINE PPTYS CORP	COM	23128Q101	645,702	27,808	SH		SOLE		27,808	0	0
CVB FINL CORP	COM	126600105	1,686,958	78,793	SH		SOLE		78,793	0	0
CVR ENERGY INC	COM	12662P108	3,472,466	185,297	SH		SOLE		185,297	0	0
CVS HEALTH CORP	COM	126650100	118,323,845	2,635,862	SH		SOLE		2,635,862	0	0
DANA INC	COM	235825205	900,686	77,914	SH		SOLE		77,914	0	0
DANAHER CORPORATION	COM	235851102	210,933,265	918,899	SH		SOLE		918,899	0	0
DARDEN RESTAURANTS INC	COM	237194105	64,670,349	346,405	SH		SOLE		346,405	0	0
DARLING INGREDIENTS INC	COM	237266101	2,531,062	75,128	SH		SOLE		75,128	0	0
DAVE & BUSTERS ENTMT INC	COM	238337109	218,779	7,495	SH		SOLE		7,495	0	0
DAVITA INC	COM	23918K108	45,187,131	302,154	SH		SOLE		302,154	0	0
DAYFORCE INC	COM	15677J108	3,385,896	46,612	SH		SOLE		46,612	0	0
DECKERS OUTDOOR CORP	COM	243537107	17,743,770	87,369	SH		SOLE		87,369	0	0
DELTA AIR LINES INC DEL	COM NEW	247361702	56,369,060	931,720	SH		SOLE		931,720	0	0
DENALI THERAPEUTICS INC	COM	24823R105	4,057,087	199,072	SH		SOLE		199,072	0	0
DEXCOM INC	COM	252131107	123,659,744	1,590,070	SH		SOLE		1,590,070	0	0
DIAMONDROCK HOSPITALITY CO	COM	252784301	1,420,816	157,344	SH		SOLE		157,344	0	0
DICKS SPORTING GOODS INC	COM	253393102	101,983,004	445,652	SH		SOLE		445,652	0	0
DIGITALBRIDGE GROUP INC	CL A NEW	25401T603	2,764,784	245,105	SH		SOLE		245,105	0	0
DIODES INC	COM	254543101	2,503,247	40,591	SH		SOLE		40,591	0	0
DISCOVER FINL SVCS	COM	254709108	48,026,458	277,241	SH		SOLE		277,241	0	0
DISNEY WALT CO	COM	254687106	103,874,629	932,866	SH		SOLE		932,866	0	0
DLOCAL LTD	CLASS A COM	G29018101	11,694,704	1,038,606	SH		SOLE		1,038,606	0	0
DOCUSIGN INC	COM	256163106	95,575,910	1,062,663	SH		SOLE		1,062,663	0	0
DOLBY LABORATORIES INC	COM CL A	25659T107	2,718,973	34,814	SH		SOLE		34,814	0	0
DOLLAR GEN CORP NEW	COM	256677105	107,625,732	1,419,490	SH		SOLE		1,419,490	0	0
DOLLAR TREE INC	COM	256746108	8,240,178	109,957	SH		SOLE		109,957	0	0
DONALDSON INC	COM	257651109	990,180	14,702	SH		SOLE		14,702	0	0
DOORDASH INC	CL A	25809K105	113,809,652	678,448	SH		SOLE		678,448	0	0
DOUBLEVERIFY HLDGS INC	COM	25862V105	4,096,609	213,254	SH		SOLE		213,254	0	0
DOUGLAS EMMETT INC	COM	25960P109	1,788,256	96,350	SH		SOLE		96,350	0	0
DOVER CORP	COM	260003108	1,771,507	9,443	SH		SOLE		9,443	0	0
DOXIMITY INC	CL A	26622P107	26,409,630	494,655	SH		SOLE		494,655	0	0
DRAFTKINGS INC NEW	COM CL A	26142V105	151,972,342	4,085,278	SH		SOLE		4,085,278	0	0
DT MIDSTREAM INC	COMMON STOCK	23345M107	6,770,288	68,091	SH		SOLE		68,091	0	0
DTE ENERGY CO	COM	233331107	3,823,790	31,667	SH		SOLE		31,667	0	0
DUKE ENERGY CORP NEW	COM NEW	26441C204	3,230,476	29,984	SH		SOLE		29,984	0	0
DUN & BRADSTREET HLDGS INC	COM	26484T106	2,187,129	175,532	SH		SOLE		175,532	0	0
DUPONT DE NEMOURS INC	COM	26614N102	120,943,709	1,586,147	SH		SOLE		1,586,147	0	0
DUTCH BROS INC	CL A	26701L100	18,574,996	354,620	SH		SOLE		354,620	0	0
DYNE THERAPEUTICS INC	COM	26818M108	55,322,673	2,348,161	SH		SOLE		2,348,161	0	0
E L F BEAUTY INC	COM	26856L103	3,847,856	30,648	SH		SOLE		30,648	0	0
EASTERN BANKSHARES INC	COM	27627N105	926,222	53,694	SH		SOLE		53,694	0	0
EASTGROUP PPTYS INC	COM	277276101	4,932,660	30,735	SH		SOLE		30,735	0	0
ECOLAB INC	COM	278865100	1,296,493	5,533	SH		SOLE		5,533	0	0
EDWARDS LIFESCIENCES CORP	COM	28176E108	178,418,593	2,410,085	SH		SOLE		2,410,085	0	0
ELECTRONIC ARTS INC	COM	285512109	85,292,900	583,000	SH		SOLE		583,000	0	0
ELI LILLY & CO	COM	532457108	329,114,408	426,314	SH		SOLE		426,314	0	0
ENCOMPASS HEALTH CORP	COM	29261A100	43,091,249	466,608	SH		SOLE		466,608	0	0
ENERGIZER HLDGS INC NEW	COM	29272W109	932,819	26,736	SH		SOLE		26,736	0	0
ENOVIS CORPORATION	COM	194014502	2,330,423	53,109	SH		SOLE		53,109	0	0
ENOVIX CORPORATION	COM	293594107	2,602,419	239,413	SH		SOLE		239,413	0	0
ENPHASE ENERGY INC	COM	29355A107	16,041,862	233,574	SH		SOLE		233,574	0	0
ENTEGRIS INC	COM	29362U104	6,281,196	63,408	SH		SOLE		63,408	0	0
EQT CORP	COM	26884L109	84,624,853	1,835,282	SH		SOLE		1,835,282	0	0
EQUIFAX INC	COM	294429105	73,305,564	287,642	SH		SOLE		287,642	0	0
EQUINIX INC	COM	29444U700	14,468,647	15,345	SH		SOLE		15,345	0	0
EQUITABLE HLDGS INC	COM	29452E101	8,935,602	189,434	SH		SOLE		189,434	0	0
EQUITY LIFESTYLE PPTYS INC	COM	29472R108	3,041,689	45,671	SH		SOLE		45,671	0	0
EQUITY RESIDENTIAL	SH BEN INT	29476L107	5,044,297	70,294	SH		SOLE		70,294	0	0
ERIE INDTY CO	CL A	29530P102	354,930	861	SH		SOLE		861	0	0
ESSENTIAL UTILS INC	COM	29670G102	4,541,743	125,048	SH		SOLE		125,048	0	0
ESSEX PPTY TR INC	COM	297178105	820,925	2,876	SH		SOLE		2,876	0	0
ETSY INC	COM	29786A106	30,200,190	571,000	SH		SOLE		571,000	0	0
EURONET WORLDWIDE INC	COM	298736109	2,101,844	20,438	SH		SOLE		20,438	0	0
EVEREST GROUP LTD	COM	G3223R108	4,410,413	12,168	SH		SOLE		12,168	0	0
EVERSOURCE ENERGY	COM	30040W108	7,267,307	126,542	SH		SOLE		126,542	0	0
EVERTEC INC	COM	30040P103	264,258	7,653	SH		SOLE		7,653	0	0
EVERUS CONSTR GROUP	COM	300426103	339,533	5,164	SH		SOLE		5,164	0	0
EVOLENT HEALTH INC	CL A	30050B101	6,880,005	611,556	SH		SOLE		611,556	0	0
EXACT SCIENCES CORP	COM	30063P105	50,432,323	897,532	SH		SOLE		897,532	0	0
EXELON CORP	COM	30161N101	40,928,193	1,087,359	SH		SOLE		1,087,359	0	0
EXPAND ENERGY CORPORATION	COM	165167735	27,904,661	280,308	SH		SOLE		280,308	0	0
EXPEDIA GROUP INC	COM NEW	30212P303	5,945,045	31,906	SH		SOLE		31,906	0	0
EXTRA SPACE STORAGE INC	COM	30225T102	2,247,441	15,023	SH		SOLE		15,023	0	0
FAIR ISAAC CORP	COM	303250104	13,548,279	6,805	SH		SOLE		6,805	0	0
FASTENAL CO	COM	311900104	28,907,820	402,000	SH		SOLE		402,000	0	0
FEDERAL RLTY INVT TR NEW	SH BEN INT NEW	313745101	2,469,169	22,056	SH		SOLE		22,056	0	0
FERRARI N V	COM	N3167Y103	7,845,095	18,466	SH		SOLE		18,466	0	0
FIDELITY NATL INFORMATION SV	COM	31620M106	7,031,836	87,060	SH		SOLE		87,060	0	0
FIRST AMERN FINL CORP	COM	31847R102	653,997	10,474	SH		SOLE		10,474	0	0
FIRST CTZNS BANCSHARES INC N	CL A	31946M103	22,575,506	10,684	SH		SOLE		10,684	0	0
FIRST FINL BANKSHARES INC	COM	32020R109	2,066,134	57,313	SH		SOLE		57,313	0	0
FIRST HORIZON CORPORATION	COM	320517105	28,911,030	1,435,503	SH		SOLE		1,435,503	0	0
FIRST INDL RLTY TR INC	COM	32054K103	3,709,018	73,988	SH		SOLE		73,988	0	0
FIRST INTST BANCSYSTEM INC	COM	32055Y201	2,410,475	74,237	SH		SOLE		74,237	0	0
FIRSTENERGY CORP	COM	337932107	1,812,695	45,568	SH		SOLE		45,568	0	0
FISERV INC	COM	337738108	164,956,368	803,020	SH		SOLE		803,020	0	0
FIVE BELOW INC	COM	33829M101	143,571,110	1,367,865	SH		SOLE		1,367,865	0	0
FLAGSTAR FINANCIAL INC	COM NEW	649445400	2,892,169	309,986	SH		SOLE		309,986	0	0
FLOWERS FOODS INC	COM	343498101	935,960	45,303	SH		SOLE		45,303	0	0
FLUTTER ENTMT PLC	SHS	G3643J108	157,602,552	609,799	SH		SOLE		609,799	0	0
FLYWIRE CORPORATION	COM VTG	302492103	1,373,106	66,591	SH		SOLE		66,591	0	0
FMC CORP	COM NEW	302491303	1,426,460	29,345	SH		SOLE		29,345	0	0
FORD MTR CO	COM	345370860	60,805,800	6,142,000	SH		SOLE		6,142,000	0	0
FORTINET INC	COM	34959E109	69,884,683	739,677	SH		SOLE		739,677	0	0
FORTUNE BRANDS INNOVATIONS I	COM	34964C106	154,481,694	2,260,818	SH		SOLE		2,260,818	0	0
FOX CORP	CL A COM	35137L105	20,271,074	417,272	SH		SOLE		417,272	0	0
FOX FACTORY HLDG CORP	COM	35138V102	591,627	19,545	SH		SOLE		19,545	0	0
FRANKLIN ELEC INC	COM	353514102	1,703,621	17,482	SH		SOLE		17,482	0	0
FRESHPET INC	COM	358039105	28,064,771	189,486	SH		SOLE		189,486	0	0
FRESHWORKS INC	CLASS A COM	358054104	39,227,660	2,425,953	SH		SOLE		2,425,953	0	0
FTI CONSULTING INC	COM	302941109	1,002,286	5,244	SH		SOLE		5,244	0	0
FULLER H B CO	COM	359694106	2,561,338	37,957	SH		SOLE		37,957	0	0
GALLAGHER ARTHUR J & CO	COM	363576109	94,699,740	333,626	SH		SOLE		333,626	0	0
GAMING & LEISURE PPTYS INC	COM	36467J108	5,070,477	105,284	SH		SOLE		105,284	0	0
GARTNER INC	COM	366651107	1,091,511	2,253	SH		SOLE		2,253	0	0
GE AEROSPACE	COM NEW	369604301	53,838,311	322,791	SH		SOLE		322,791	0	0
GE HEALTHCARE TECHNOLOGIES I	COMMON STOCK	36266G107	23,366,126	298,876	SH		SOLE		298,876	0	0
GE VERNOVA INC	COM	36828A101	376,154,151	1,143,569	SH		SOLE		1,143,569	0	0
GENPACT LIMITED	SHS	G3922B107	2,220,515	51,700	SH		SOLE		51,700	0	0
GENTEX CORP	COM	371901109	5,601,689	194,977	SH		SOLE		194,977	0	0
GENUINE PARTS CO	COM	372460105	4,208,030	36,040	SH		SOLE		36,040	0	0
GERON CORP	COM	374163103	78,573,518	22,195,909	SH		SOLE		22,195,909	0	0
GLACIER BANCORP INC NEW	COM	37637Q105	1,928,498	38,401	SH		SOLE		38,401	0	0
GLAUKOS CORP	COM	377322102	46,401,782	309,469	SH		SOLE		309,469	0	0
GLOBAL PMTS INC	COM	37940X102	7,224,620	64,471	SH		SOLE		64,471	0	0
GLOBALFOUNDRIES INC	ORDINARY SHARES	G39387108	6,254,175	145,751	SH		SOLE		145,751	0	0
GLOBANT S A	COM	L44385109	4,025,307	18,773	SH		SOLE		18,773	0	0
GOODYEAR TIRE & RUBR CO	COM	382550101	1,148,670	127,630	SH		SOLE		127,630	0	0
GRACO INC	COM	384109104	6,483,671	76,921	SH		SOLE		76,921	0	0
GRAINGER W W INC	COM	384802104	118,053,600	112,000	SH		SOLE		112,000	0	0
GRAND CANYON ED INC	COM	38526M106	834,070	5,092	SH		SOLE		5,092	0	0
GROCERY OUTLET HLDG CORP	COM	39874R101	1,275,228	81,693	SH		SOLE		81,693	0	0
GSK PLC	SPONSORED ADR	37733W204	17,319,898	512,120	SH		SOLE		512,120	0	0
GXO LOGISTICS INCORPORATED	COMMON STOCK	36262G101	1,472,388	33,848	SH		SOLE		33,848	0	0
HANCOCK WHITNEY CORPORATION	COM	410120109	2,490,909	45,521	SH		SOLE		45,521	0	0
HANESBRANDS INC	COM	410345102	18,245,151	2,241,419	SH		SOLE		2,241,419	0	0
HANOVER INS GROUP INC	COM	410867105	2,101,365	13,587	SH		SOLE		13,587	0	0
HARLEY DAVIDSON INC	COM	412822108	2,015,305	66,887	SH		SOLE		66,887	0	0
HAWAIIAN ELEC INDUSTRIES	COM	419870100	1,200,361	123,367	SH		SOLE		123,367	0	0
HCA HEALTHCARE INC	COM	40412C101	31,678,731	105,543	SH		SOLE		105,543	0	0
HEALTHEQUITY INC	COM	42226A107	1,043,360	10,874	SH		SOLE		10,874	0	0
HENRY JACK & ASSOC INC	COM	426281101	9,474,614	54,048	SH		SOLE		54,048	0	0
HERC HLDGS INC	COM	42704L104	1,028,819	5,434	SH		SOLE		5,434	0	0
HERSHEY CO	COM	427866108	142,640,118	842,280	SH		SOLE		842,280	0	0
HESS CORP	COM	42809H107	170,194,409	1,279,561	SH		SOLE		1,279,561	0	0
HEXCEL CORP NEW	COM	428291108	6,348,751	101,256	SH		SOLE		101,256	0	0
HF SINCLAIR CORP	COM	403949100	7,875,735	224,700	SH		SOLE		224,700	0	0
HILLENBRAND INC	COM	431571108	1,816,790	59,025	SH		SOLE		59,025	0	0
HILTON GRAND VACATIONS INC	COM	43283X105	2,445,904	62,796	SH		SOLE		62,796	0	0
HILTON WORLDWIDE HLDGS INC	COM	43300A203	338,977,221	1,371,489	SH		SOLE		1,371,489	0	0
HOME BANCSHARES INC	COM	436893200	2,576,234	91,033	SH		SOLE		91,033	0	0
HOME DEPOT INC	COM	437076102	211,999,550	545,000	SH		SOLE		545,000	0	0
HORMEL FOODS CORP	COM	440452100	77,932,930	2,484,314	SH		SOLE		2,484,314	0	0
HOWARD HUGHES HOLDINGS INC	COM	44267T102	440,136	5,722	SH		SOLE		5,722	0	0
HOWMET AEROSPACE INC	COM	443201108	77,548,470	709,047	SH		SOLE		709,047	0	0
HUMANA INC	COM	444859102	33,102,305	130,473	SH		SOLE		130,473	0	0
HUNTINGTON BANCSHARES INC	COM	446150104	35,249,541	2,166,536	SH		SOLE		2,166,536	0	0
HUNTINGTON INGALLS INDS INC	COM	446413106	8,799,577	46,566	SH		SOLE		46,566	0	0
HUNTSMAN CORP	COM	447011107	4,239,899	235,158	SH		SOLE		235,158	0	0
IAC INC	COM NEW	44891N208	831,394	19,272	SH		SOLE		19,272	0	0
IBOTTA INC	CLASS A COM SHS	451051106	8,556,393	131,475	SH		SOLE		131,475	0	0
ICON PLC	SHS	G4705A100	10,054,756	47,946	SH		SOLE		47,946	0	0
IDACORP INC	COM	451107106	2,151,723	19,690	SH		SOLE		19,690	0	0
IDEX CORP	COM	45167R104	9,442,537	45,117	SH		SOLE		45,117	0	0
IDEXX LABS INC	COM	45168D104	11,800,404	28,542	SH		SOLE		28,542	0	0
IMPERIAL OIL LTD	COM NEW	453038408	226,072	3,670	SH		SOLE		3,670	0	0
INARI MED INC	COM	45332Y109	13,146,702	257,526	SH		SOLE		257,526	0	0
INFORMATICA INC	COM CL A	45674M101	3,071,953	118,471	SH		SOLE		118,471	0	0
INGERSOLL RAND INC	COM	45687V106	22,857,704	252,683	SH		SOLE		252,683	0	0
INSIGHT ENTERPRISES INC	COM	45765U103	1,557,808	10,242	SH		SOLE		10,242	0	0
INSMED INC	COM PAR $.01	457669307	47,479,636	687,712	SH		SOLE		687,712	0	0
INSPERITY INC	COM	45778Q107	3,612,741	46,610	SH		SOLE		46,610	0	0
INSTALLED BLDG PRODS INC	COM	45780R101	5,908,554	33,715	SH		SOLE		33,715	0	0
INSULET CORP	COM	45784P101	6,110,343	23,405	SH		SOLE		23,405	0	0
INTEGRA LIFESCIENCES HLDGS C	COM NEW	457985208	478,049	21,078	SH		SOLE		21,078	0	0
INTERPARFUMS INC	COM	458334109	1,448,188	11,012	SH		SOLE		11,012	0	0
INTERPUBLIC GROUP COS INC	COM	460690100	41,749,800	1,490,000	SH		SOLE		1,490,000	0	0
INTRA-CELLULAR THERAPIES INC	COM	46116X101	100,081,849	1,198,298	SH		SOLE		1,198,298	0	0
INTUIT	COM	461202103	408,338,964	649,704	SH		SOLE		649,704	0	0
INTUITIVE SURGICAL INC	COM NEW	46120E602	197,828,582	379,011	SH		SOLE		379,011	0	0
INVESCO LTD	SHS	G491BT108	707,258	40,461	SH		SOLE		40,461	0	0
INVITATION HOMES INC	COM	46187W107	5,000,779	156,421	SH		SOLE		156,421	0	0
IPG PHOTONICS CORP	COM	44980X109	2,248,212	30,916	SH		SOLE		30,916	0	0
IQVIA HLDGS INC	COM	46266C105	99,002,328	503,803	SH		SOLE		503,803	0	0
IRHYTHM TECHNOLOGIES INC	COM	450056106	7,741,365	85,853	SH		SOLE		85,853	0	0
IRIDIUM COMMUNICATIONS INC	COM	46269C102	3,668,999	126,430	SH		SOLE		126,430	0	0
ISHARES TR	CORE S&P500 ETF	464287200	194,264,400	330,000	SH		SOLE		330,000	0	0
ISHARES TR	RUSSELL 2000 ETF	464287655	10,495,600	47,500	SH		SOLE		47,500	0	0
JANUX THERAPEUTICS INC	COM	47103J105	54,346,312	1,015,060	SH		SOLE		1,015,060	0	0
JANUX THERAPEUTICS INC	COM	47103J105	16,950,764	316,600	SH	Call	SOLE		316,600	0	0
JOBY AVIATION INC	COMMON STOCK	G65163100	1,941,460	238,802	SH		SOLE		238,802	0	0
JOHNSON & JOHNSON	COM	478160104	4,128,901	28,550	SH		SOLE		28,550	0	0
JONES LANG LASALLE INC	COM	48020Q107	8,136,426	32,142	SH		SOLE		32,142	0	0
JPMORGAN CHASE & CO.	COM	46625H100	12,360,886	51,566	SH		SOLE		51,566	0	0
KENNAMETAL INC	COM	489170100	1,319,851	54,948	SH		SOLE		54,948	0	0
KENVUE INC	COM	49177J102	226,177,587	10,593,798	SH		SOLE		10,593,798	0	0
KEROS THERAPEUTICS INC	COM	492327101	18,995,842	1,199,990	SH		SOLE		1,199,990	0	0
KEYCORP	COM	493267108	7,800,157	455,085	SH		SOLE		455,085	0	0
KEYSIGHT TECHNOLOGIES INC	COM	49338L103	9,463,195	58,913	SH		SOLE		58,913	0	0
KILROY RLTY CORP	COM	49427F108	1,891,442	46,760	SH		SOLE		46,760	0	0
KIMBERLY-CLARK CORP	COM	494368103	50,581,440	386,000	SH		SOLE		386,000	0	0
KINDER MORGAN INC DEL	COM	49456B101	22,901,276	835,813	SH		SOLE		835,813	0	0
KINSALE CAP GROUP INC	COM	49714P108	358,150	770	SH		SOLE		770	0	0
KKR & CO INC	COM	48251W104	93,369,962	631,262	SH		SOLE		631,262	0	0
KLA CORP	COM NEW	482480100	3,565,849	5,659	SH		SOLE		5,659	0	0
KLAVIYO INC	COM SER A	49845K101	829,914	20,124	SH		SOLE		20,124	0	0
KRISPY KREME INC	COM	50101L106	1,717,235	172,934	SH		SOLE		172,934	0	0
KURA ONCOLOGY INC	COM	50127T109	1,976,255	226,895	SH		SOLE		226,895	0	0
LAM RESEARCH CORP	COM NEW	512807306	26,883,428	372,192	SH		SOLE		372,192	0	0
LAMAR ADVERTISING CO NEW	CL A	512816109	3,295,989	27,074	SH		SOLE		27,074	0	0
LAMB WESTON HLDGS INC	COM	513272104	1,400,289	20,953	SH		SOLE		20,953	0	0
LANCASTER COLONY CORP	COM	513847103	2,845,902	16,437	SH		SOLE		16,437	0	0
LANDSTAR SYS INC	COM	515098101	5,689,253	33,104	SH		SOLE		33,104	0	0
LAS VEGAS SANDS CORP	COM	517834107	2,498,304	48,643	SH		SOLE		48,643	0	0
LATTICE SEMICONDUCTOR CORP	COM	518415104	3,628,489	64,051	SH		SOLE		64,051	0	0
LAUDER ESTEE COS INC	CL A	518439104	41,108,235	548,256	SH		SOLE		548,256	0	0
LCI INDS	COM	50189K103	2,511,343	24,290	SH		SOLE		24,290	0	0
LEGGETT & PLATT INC	COM	524660107	894,394	93,166	SH		SOLE		93,166	0	0
LGI HOMES INC	COM	50187T106	7,734,799	86,519	SH		SOLE		86,519	0	0
LIBERTY ENERGY INC	COM CL A	53115L104	888,645	44,678	SH		SOLE		44,678	0	0
LIBERTY MEDIA CORP DEL	COM LBTY LIV S C	531229722	6,806,000	100,000	SH		SOLE		100,000	0	0
LIBERTY MEDIA CORP DEL	COM LBTY ONE S C	531229755	19,978,145	215,607	SH		SOLE		215,607	0	0
LINCOLN ELEC HLDGS INC	COM	533900106	6,449,718	34,404	SH		SOLE		34,404	0	0
LINCOLN NATL CORP IND	COM	534187109	1,134,172	35,767	SH		SOLE		35,767	0	0
LINDE PLC	SHS	G54950103	68,567,679	163,775	SH		SOLE		163,775	0	0
LINEAGE INC	COM	53566V106	4,046,074	69,081	SH		SOLE		69,081	0	0
LITHIA MTRS INC	COM	536797103	72,921,439	204,016	SH		SOLE		204,016	0	0
LITTELFUSE INC	COM	537008104	3,228,641	13,701	SH		SOLE		13,701	0	0
LIVANOVA PLC	SHS	G5509L101	595,176	12,852	SH		SOLE		12,852	0	0
LKQ CORP	COM	501889208	5,250,068	142,859	SH		SOLE		142,859	0	0
LOCKHEED MARTIN CORP	COM	539830109	111,280,260	229,000	SH		SOLE		229,000	0	0
LOEWS CORP	COM	540424108	5,109,686	60,334	SH		SOLE		60,334	0	0
LPL FINL HLDGS INC	COM	50212V100	76,130,704	233,165	SH		SOLE		233,165	0	0
LULULEMON ATHLETICA INC	COM	550021109	34,833,344	91,089	SH		SOLE		91,089	0	0
LXP INDUSTRIAL TRUST	COM	529043101	1,905,707	234,693	SH		SOLE		234,693	0	0
LYFT INC	CL A COM	55087P104	589,117	45,668	SH		SOLE		45,668	0	0
LYONDELLBASELL INDUSTRIES N	SHS - A -	N53745100	22,281,000	300,000	SH		SOLE		300,000	0	0
M/I HOMES INC	COM	55305B101	6,091,237	45,816	SH		SOLE		45,816	0	0
MADISON SQUARE GRDN SPRT COR	CL A	55825T103	2,337,819	10,359	SH		SOLE		10,359	0	0
MAGNOLIA OIL & GAS CORP	CL A	559663109	2,986,772	127,749	SH		SOLE		127,749	0	0
MANHATTAN ASSOCIATES INC	COM	562750109	898,818	3,326	SH		SOLE		3,326	0	0
MANPOWERGROUP INC WIS	COM	56418H100	4,399,014	76,213	SH		SOLE		76,213	0	0
MARATHON PETE CORP	COM	56585A102	4,288,370	30,741	SH		SOLE		30,741	0	0
MARKEL GROUP INC	COM	570535104	5,663,761	3,281	SH		SOLE		3,281	0	0
MARQETA INC	CLASS A COM	57142B104	607,325	160,244	SH		SOLE		160,244	0	0
MARRIOTT VACATIONS WORLDWIDE	COM	57164Y107	2,804,993	31,236	SH		SOLE		31,236	0	0
MARVELL TECHNOLOGY INC	COM	573874104	95,604,636	865,592	SH		SOLE		865,592	0	0
MASCO CORP	COM	574599106	217,277,483	2,994,040	SH		SOLE		2,994,040	0	0
MASIMO CORP	COM	574795100	138,134,598	835,660	SH		SOLE		835,660	0	0
MASTERCARD INCORPORATED	CL A	57636Q104	256,356,919	486,843	SH		SOLE		486,843	0	0
MATADOR RES CO	COM	576485205	50,820,108	903,308	SH		SOLE		903,308	0	0
MATCH GROUP INC NEW	COM	57667L107	3,567,909	109,077	SH		SOLE		109,077	0	0
MAXIMUS INC	COM	577933104	1,910,219	25,589	SH		SOLE		25,589	0	0
MAXLINEAR INC	COM	57776J100	317,647	16,059	SH		SOLE		16,059	0	0
MCCORMICK & CO INC	COM NON VTG	579780206	26,464,962	347,127	SH		SOLE		347,127	0	0
MCDONALDS CORP	COM	580135101	174,328,250	601,360	SH		SOLE		601,360	0	0
MERCADOLIBRE INC	COM	58733R102	70,629,476	41,536	SH		SOLE		41,536	0	0
MERCURY SYS INC	COM	589378108	1,094,436	26,058	SH		SOLE		26,058	0	0
MERUS N V	COM	N5749R100	79,054,757	1,880,018	SH		SOLE		1,880,018	0	0
META PLATFORMS INC	CL A	30303M102	94,852,034	161,999	SH		SOLE		161,999	0	0
METLIFE INC	COM	59156R108	21,933,769	267,877	SH		SOLE		267,877	0	0
MICROCHIP TECHNOLOGY INC.	COM	595017104	43,166,255	752,681	SH		SOLE		752,681	0	0
MICROSOFT CORP	COM	594918104	640,419,513	1,519,382	SH		SOLE		1,519,382	0	0
MID-AMER APT CMNTYS INC	COM	59522J103	4,735,716	30,638	SH		SOLE		30,638	0	0
MIDDLEBY CORP	COM	596278101	7,622,720	56,277	SH		SOLE		56,277	0	0
MOHAWK INDS INC	COM	608190104	23,265,851	195,298	SH		SOLE		195,298	0	0
MOLINA HEALTHCARE INC	COM	60855R100	38,732,061	133,077	SH		SOLE		133,077	0	0
MONDELEZ INTL INC	CL A	609207105	331,418,117	5,548,604	SH		SOLE		5,548,604	0	0
MOONLAKE IMMUNOTHERAPEUTICS	CLASS A ORD	61559X104	85,836,793	1,585,167	SH		SOLE		1,585,167	0	0
MORNINGSTAR INC	COM	617700109	4,454,998	13,229	SH		SOLE		13,229	0	0
MOSAIC CO NEW	COM	61945C103	3,806,410	154,858	SH		SOLE		154,858	0	0
MP MATERIALS CORP	COM CL A	553368101	2,364,944	151,599	SH		SOLE		151,599	0	0
MSA SAFETY INC	COM	553498106	1,416,007	8,542	SH		SOLE		8,542	0	0
MSC INDL DIRECT INC	CL A	553530106	5,873,622	78,640	SH		SOLE		78,640	0	0
MSCI INC	COM	55354G100	3,987,666	6,646	SH		SOLE		6,646	0	0
MURPHY OIL CORP	COM	626717102	459,226	15,176	SH		SOLE		15,176	0	0
MURPHY USA INC	COM	626755102	265,638,994	529,425	SH		SOLE		529,425	0	0
MYR GROUP INC DEL	COM	55405W104	1,756,230	11,805	SH		SOLE		11,805	0	0
NASDAQ INC	COM	631103108	43,118,106	557,730	SH		SOLE		557,730	0	0
NATIONAL FUEL GAS CO	COM	636180101	2,022,343	33,328	SH		SOLE		33,328	0	0
NCINO INC	COM	63947X101	728,921	21,707	SH		SOLE		21,707	0	0
NCR VOYIX CORPORATION	COM	62886E108	1,374,492	99,313	SH		SOLE		99,313	0	0
NEOGEN CORP	COM	640491106	1,062,626	87,531	SH		SOLE		87,531	0	0
NETFLIX INC	COM	64110L106	57,935,800	65,000	SH		SOLE		65,000	0	0
NEW FORTRESS ENERGY INC	COM CL A	644393100	4,400,797	291,058	SH		SOLE		291,058	0	0
NEW JERSEY RES CORP	COM	646025106	1,583,628	33,947	SH		SOLE		33,947	0	0
NEWELL BRANDS INC	COM	651229106	826,142	82,946	SH		SOLE		82,946	0	0
NEXSTAR MEDIA GROUP INC	COMMON STOCK	65336K103	5,583,924	35,348	SH		SOLE		35,348	0	0
NEXTRACKER INC	CLASS A COM	65290E101	37,793,901	1,034,599	SH		SOLE		1,034,599	0	0
NORDSON CORP	COM	655663102	6,375,543	30,470	SH		SOLE		30,470	0	0
NORFOLK SOUTHN CORP	COM	655844108	102,812,447	438,059	SH		SOLE		438,059	0	0
NORFOLK SOUTHN CORP	COM	655844108	55,717,780	237,400	SH	Call	SOLE		237,400	0	0
NOVANTA INC	COM	67000B104	1,199,550	7,852	SH		SOLE		7,852	0	0
NOVOCURE LTD	ORD SHS	G6674U108	1,190,272	39,942	SH		SOLE		39,942	0	0
NRG ENERGY INC	COM NEW	629377508	106,868,748	1,184,535	SH		SOLE		1,184,535	0	0
NUTANIX INC	CL A	67059N108	17,624,857	288,082	SH		SOLE		288,082	0	0
NVIDIA CORPORATION	COM	67066G104	1,164,881,819	8,674,375	SH		SOLE		8,674,375	0	0
ODDITY TECH LTD	SHS CL A	M7518J104	244,304	5,814	SH		SOLE		5,814	0	0
O-I GLASS INC	COM	67098H104	661,977	61,068	SH		SOLE		61,068	0	0
OLD DOMINION FREIGHT LINE IN	COM	679580100	15,876,000	90,000	SH		SOLE		90,000	0	0
OLD NATL BANCORP IND	COM	680033107	1,929,206	88,883	SH		SOLE		88,883	0	0
OLIN CORP	COM PAR $1	680665205	6,414,327	189,773	SH		SOLE		189,773	0	0
OLLIES BARGAIN OUTLET HLDGS	COM	681116109	8,886,813	80,988	SH		SOLE		80,988	0	0
ONE GAS INC	COM	68235P108	1,674,396	24,179	SH		SOLE		24,179	0	0
ONESTREAM INC	CL A	68278B107	18,792,427	658,921	SH		SOLE		658,921	0	0
ORACLE CORP	COM	68389X105	1,239,468	7,438	SH		SOLE		7,438	0	0
OREILLY AUTOMOTIVE INC	COM	67103H107	106,367,446	89,701	SH		SOLE		89,701	0	0
ORMAT TECHNOLOGIES INC	COM	686688102	3,813,110	56,307	SH		SOLE		56,307	0	0
OSCAR HEALTH INC	CL A	687793109	15,132,230	1,125,910	SH		SOLE		1,125,910	0	0
OTIS WORLDWIDE CORP	COM	68902V107	1,362,200	14,709	SH		SOLE		14,709	0	0
OTTER TAIL CORP	COM	689648103	2,206,044	29,876	SH		SOLE		29,876	0	0
OVINTIV INC	COM	69047Q102	108,451,670	2,677,819	SH		SOLE		2,677,819	0	0
PACS GROUP INC	COM SHS	69380Q107	633,147	48,295	SH		SOLE		48,295	0	0
PAGERDUTY INC	COM	69553P100	1,945,986	106,571	SH		SOLE		106,571	0	0
PAPA JOHNS INTL INC	COM	698813102	2,046,148	49,821	SH		SOLE		49,821	0	0
PARKER-HANNIFIN CORP	COM	701094104	296,338,462	465,919	SH		SOLE		465,919	0	0
PARKER-HANNIFIN CORP	COM	701094104	100,747,152	158,400	SH	Call	SOLE		158,400	0	0
PATTERSON COS INC	COM	703395103	762,705	24,715	SH		SOLE		24,715	0	0
PATTERSON-UTI ENERGY INC	COM	703481101	57,700,503	6,985,533	SH		SOLE		6,985,533	0	0
PAYCHEX INC	COM	704326107	32,811,480	234,000	SH		SOLE		234,000	0	0
PAYCOM SOFTWARE INC	COM	70432V102	1,821,363	8,886	SH		SOLE		8,886	0	0
PAYCOR HCM INC	COM	70435P102	22,443,925	1,208,612	SH		SOLE		1,208,612	0	0
PAYLOCITY HLDG CORP	COM	70438V106	35,389,967	177,420	SH		SOLE		177,420	0	0
PBF ENERGY INC	CL A	69318G106	2,743,066	103,317	SH		SOLE		103,317	0	0
PEBBLEBROOK HOTEL TR	COM	70509V100	1,188,633	87,722	SH		SOLE		87,722	0	0
PELOTON INTERACTIVE INC	CL A COM	70614W100	4,997,506	574,426	SH		SOLE		574,426	0	0
PENN ENTERTAINMENT INC	COM	707569109	26,966,398	1,360,565	SH		SOLE		1,360,565	0	0
PENSKE AUTOMOTIVE GRP INC	COM	70959W103	2,788,585	18,293	SH		SOLE		18,293	0	0
PENTAIR PLC	SHS	G7S00T104	8,368,216	83,150	SH		SOLE		83,150	0	0
PENUMBRA INC	COM	70975L107	2,399,498	10,104	SH		SOLE		10,104	0	0
PEPSICO INC	COM	713448108	172,777,871	1,136,248	SH		SOLE		1,136,248	0	0
PERFORMANCE FOOD GROUP CO	COM	71377A103	218,749,282	2,587,218	SH		SOLE		2,587,218	0	0
PERMIAN RESOURCES CORP	CLASS A COM	71424F105	35,967,846	2,501,241	SH		SOLE		2,501,241	0	0
PETCO HEALTH & WELLNESS CO I	COM	71601V105	26,665,996	6,998,949	SH		SOLE		6,998,949	0	0
PG&E CORP	COM	69331C108	31,189,461	1,545,563	SH		SOLE		1,545,563	0	0
PHILIP MORRIS INTL INC	COM	718172109	84,217,079	699,768	SH		SOLE		699,768	0	0
PHILLIPS 66	COM	718546104	60,872,001	534,293	SH		SOLE		534,293	0	0
PHILLIPS EDISON & CO INC	COMMON STOCK	71844V201	1,890,569	50,469	SH		SOLE		50,469	0	0
PHINIA INC	COMMON STOCK	71880K101	7,195,827	149,384	SH		SOLE		149,384	0	0
PINNACLE FINL PARTNERS INC	COM	72346Q104	30,874,433	269,905	SH		SOLE		269,905	0	0
PNC FINL SVCS GROUP INC	COM	693475105	40,700,028	211,045	SH		SOLE		211,045	0	0
POLARIS INC	COM	731068102	5,698,848	98,904	SH		SOLE		98,904	0	0
POST HLDGS INC	COM	737446104	133,996,605	1,170,685	SH		SOLE		1,170,685	0	0
POTLATCHDELTIC CORPORATION	COM	737630103	2,089,709	53,241	SH		SOLE		53,241	0	0
POWER INTEGRATIONS INC	COM	739276103	2,033,138	32,952	SH		SOLE		32,952	0	0
PRIMO BRANDS CORPORATION	CLASS A COM SHS	741623102	3,819,234	124,122	SH		SOLE		124,122	0	0
PRINCIPAL FINANCIAL GROUP IN	COM	74251V102	9,645,750	124,606	SH		SOLE		124,606	0	0
PROCORE TECHNOLOGIES INC	COM	74275K108	31,164,661	415,917	SH		SOLE		415,917	0	0
PROSPERITY BANCSHARES INC	COM	743606105	1,034,254	13,726	SH		SOLE		13,726	0	0
PTC INC	COM	69370C100	4,967,800	27,018	SH		SOLE		27,018	0	0
PUBLIC STORAGE OPER CO	COM	74460D109	4,661,981	15,569	SH		SOLE		15,569	0	0
PVH CORPORATION	COM	693656100	1,062,576	10,048	SH		SOLE		10,048	0	0
QORVO INC	COM	74736K101	6,091,393	87,107	SH		SOLE		87,107	0	0
QUAKER HOUGHTON	COM	747316107	2,184,314	15,518	SH		SOLE		15,518	0	0
QUANTUMSCAPE CORP	COM CL A	74767V109	563,764	108,625	SH		SOLE		108,625	0	0
QUIDELORTHO CORP	COM	219798105	474,413	10,649	SH		SOLE		10,649	0	0
QXO INC	COM NEW	82846H405	1,221,518	76,825	SH		SOLE		76,825	0	0
RAMBUS INC DEL	COM	750917106	503,862	9,532	SH		SOLE		9,532	0	0
RAPID7 INC	COM	753422104	1,413,119	35,126	SH		SOLE		35,126	0	0
RAYONIER INC	COM	754907103	2,301,028	88,162	SH		SOLE		88,162	0	0
RBC BEARINGS INC	COM	75524B104	1,642,279	5,490	SH		SOLE		5,490	0	0
RED ROCK RESORTS INC	CL A	75700L108	1,599,072	34,582	SH		SOLE		34,582	0	0
REDDIT INC	CL A	75734B100	120,630,488	738,072	SH		SOLE		738,072	0	0
REGAL REXNORD CORPORATION	COM	758750103	370,140	2,386	SH		SOLE		2,386	0	0
RELIANCE INC	COM	759509102	3,268,009	12,137	SH		SOLE		12,137	0	0
REMITLY GLOBAL INC	COM	75960P104	261,970	11,607	SH		SOLE		11,607	0	0
REPLIGEN CORP	COM	759916109	44,780,310	311,104	SH		SOLE		311,104	0	0
REPUBLIC SVCS INC	COM	760759100	60,611,510	301,280	SH		SOLE		301,280	0	0
RESTAURANT BRANDS INTL INC	COM	76131D103	486,569	7,465	SH		SOLE		7,465	0	0
REVOLUTION MEDICINES INC	COM	76155X100	131,076,095	2,996,710	SH		SOLE		2,996,710	0	0
REVOLUTION MEDICINES INC	COM	76155X100	13,848,084	316,600	SH	Call	SOLE		316,600	0	0
REVVITY INC	COM	714046109	72,324,619	648,012	SH		SOLE		648,012	0	0
REXFORD INDL RLTY INC	COM	76169C100	5,046,986	130,548	SH		SOLE		130,548	0	0
REYNOLDS CONSUMER PRODS INC	COM	76171L106	1,164,268	43,137	SH		SOLE		43,137	0	0
RH	COM	74967X103	29,439,351	74,797	SH		SOLE		74,797	0	0
RINGCENTRAL INC	CL A	76680R206	2,556,815	73,031	SH		SOLE		73,031	0	0
RLI CORP	COM	749607107	3,366,323	20,423	SH		SOLE		20,423	0	0
ROBERT HALF INC.	COM	770323103	2,434,957	34,558	SH		SOLE		34,558	0	0
ROBINHOOD MKTS INC	COM CL A	770700102	2,611,926	70,100	SH		SOLE		70,100	0	0
ROCKET COS INC	COM CL A	77311W101	619,964	55,059	SH		SOLE		55,059	0	0
ROLLINS INC	COM	775711104	1,446,305	31,204	SH		SOLE		31,204	0	0
ROPER TECHNOLOGIES INC	COM	776696106	9,467,508	18,212	SH		SOLE		18,212	0	0
ROYAL CARIBBEAN GROUP	COM	V7780T103	6,034,620	26,159	SH		SOLE		26,159	0	0
RUMBLE INC	COM CL A	78137L105	1,474,905	113,367	SH		SOLE		113,367	0	0
RYMAN HOSPITALITY PPTYS INC	COM	78377T107	3,458,141	33,143	SH		SOLE		33,143	0	0
S&P GLOBAL INC	COM	78409V104	107,334,430	215,518	SH		SOLE		215,518	0	0
SAIA INC	COM	78709Y105	3,351,894	7,355	SH		SOLE		7,355	0	0
SALESFORCE INC	COM	79466L302	208,912,453	624,869	SH		SOLE		624,869	0	0
SBA COMMUNICATIONS CORP NEW	CL A	78410G104	3,075,953	15,093	SH		SOLE		15,093	0	0
SCHWAB CHARLES CORP	COM	808513105	59,391,989	802,486	SH		SOLE		802,486	0	0
SCIENCE APPLICATIONS INTL CO	COM	808625107	2,454,353	21,957	SH		SOLE		21,957	0	0
SCOTTS MIRACLE-GRO CO	CL A	810186106	528,862	7,972	SH		SOLE		7,972	0	0
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	G7997R103	50,924,367	590,017	SH		SOLE		590,017	0	0
SEALED AIR CORP NEW	COM	81211K100	3,669,506	108,469	SH		SOLE		108,469	0	0
SEI INVTS CO	COM	784117103	6,196,475	75,127	SH		SOLE		75,127	0	0
SELECT SECTOR SPDR TR	SBI MATERIALS	81369Y100	2,103,500	25,000	SH		SOLE		25,000	0	0
SELECTIVE INS GROUP INC	COM	816300107	3,970,579	42,457	SH		SOLE		42,457	0	0
SENSATA TECHNOLOGIES HLDG PL	SHS	G8060N102	5,949,828	217,147	SH		SOLE		217,147	0	0
SERVICENOW INC	COM	81762P102	187,641,240	177,000	SH		SOLE		177,000	0	0
SERVISFIRST BANCSHARES INC	COM	81768T108	1,772,507	20,917	SH		SOLE		20,917	0	0
SHAKE SHACK INC	CL A	819047101	48,746,520	375,551	SH		SOLE		375,551	0	0
SHARKNINJA INC	COM SHS	G8068L108	10,364,848	106,459	SH		SOLE		106,459	0	0
SHELL PLC	SPON ADS	780259305	96,379,632	1,538,382	SH		SOLE		1,538,382	0	0
SHERWIN WILLIAMS CO	COM	824348106	64,962,323	191,105	SH		SOLE		191,105	0	0
SHIFT4 PMTS INC	CL A	82452J109	1,430,504	13,784	SH		SOLE		13,784	0	0
SI-BONE INC	COM	825704109	8,206,060	585,311	SH		SOLE		585,311	0	0
SILICON LABORATORIES INC	COM	826919102	3,639,149	29,296	SH		SOLE		29,296	0	0
SIMPLY GOOD FOODS CO	COM	82900L102	3,394,807	87,091	SH		SOLE		87,091	0	0
SIMPSON MFG INC	COM	829073105	2,077,187	12,526	SH		SOLE		12,526	0	0
SITEONE LANDSCAPE SUPPLY INC	COM	82982L103	5,279,233	40,064	SH		SOLE		40,064	0	0
SLM CORP	COM	78442P106	4,230,358	153,385	SH		SOLE		153,385	0	0
SMUCKER J M CO	COM NEW	832696405	5,913,224	53,698	SH		SOLE		53,698	0	0
SNAP INC	CL A	83304A106	17,711,060	1,644,481	SH		SOLE		1,644,481	0	0
SNAP ON INC	COM	833034101	1,453,314	4,281	SH		SOLE		4,281	0	0
SNOWFLAKE INC	CL A	833445109	3,525,489	22,832	SH		SOLE		22,832	0	0
SOLENO THERAPEUTICS INC	COM	834203309	42,948,242	955,467	SH		SOLE		955,467	0	0
SONOCO PRODS CO	COM	835495102	4,003,990	81,965	SH		SOLE		81,965	0	0
SONOS INC	COM	83570H108	2,064,586	137,273	SH		SOLE		137,273	0	0
SOUTHSTATE CORPORATION	COM	840441109	31,068,599	312,310	SH		SOLE		312,310	0	0
SOUTHWEST GAS HLDGS INC	COM	844895102	231,858	3,279	SH		SOLE		3,279	0	0
SPDR S&P 500 ETF TR	TR UNIT	78462F103	51,065,150	87,130	SH		SOLE		87,130	0	0
SPDR SER TR	S&P REGL BKG	78464A698	23,272,589	385,627	SH		SOLE		385,627	0	0
SPIRIT AEROSYSTEMS HLDGS INC	COM CL A	848574109	785,101	23,037	SH		SOLE		23,037	0	0
SPRINKLR INC	CL A	85208T107	1,266,968	149,937	SH		SOLE		149,937	0	0
SPROUT SOCIAL INC	COM CL A	85209W109	477,663	15,554	SH		SOLE		15,554	0	0
SPS COMM INC	COM	78463M107	4,262,496	23,167	SH		SOLE		23,167	0	0
STAAR SURGICAL CO	COM PAR $0.01	852312305	283,561	11,674	SH		SOLE		11,674	0	0
STAG INDL INC	COM	85254J102	1,632,491	48,270	SH		SOLE		48,270	0	0
STANDARDAERO INC	COM	85423L103	225,514	9,108	SH		SOLE		9,108	0	0
STARBUCKS CORP	COM	855244109	96,246,941	1,054,761	SH		SOLE		1,054,761	0	0
STARWOOD PPTY TR INC	COM	85571B105	1,936,842	102,208	SH		SOLE		102,208	0	0
STEEL DYNAMICS INC	COM	858119100	351,159,134	3,078,453	SH		SOLE		3,078,453	0	0
STEEL DYNAMICS INC	COM	858119100	90,286,405	791,500	SH	Call	SOLE		791,500	0	0
STERIS PLC	SHS USD	G8473T100	3,136,434	15,258	SH		SOLE		15,258	0	0
SUN CMNTYS INC	COM	866674104	3,121,716	25,386	SH		SOLE		25,386	0	0
SUNCOR ENERGY INC NEW	COM	867224107	14,485,438	405,982	SH		SOLE		405,982	0	0
SUNRUN INC	COM	86771W105	2,291,503	247,730	SH		SOLE		247,730	0	0
SUNSTONE HOTEL INVS INC NEW	COM	867892101	2,170,627	183,330	SH		SOLE		183,330	0	0
SURGERY PARTNERS INC	COM	86881A100	1,852,608	87,511	SH		SOLE		87,511	0	0
SYNAPTICS INC	COM	87157D109	3,121,259	40,897	SH		SOLE		40,897	0	0
SYNCHRONY FINANCIAL	COM	87165B103	60,913,255	937,127	SH		SOLE		937,127	0	0
SYNOPSYS INC	COM	871607107	154,876,435	319,096	SH		SOLE		319,096	0	0
SYNOVUS FINL CORP	COM NEW	87161C501	6,466,046	126,216	SH		SOLE		126,216	0	0
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	874039100	153,756,037	778,551	SH		SOLE		778,551	0	0
TAKE-TWO INTERACTIVE SOFTWAR	COM	874054109	43,075,456	234,004	SH		SOLE		234,004	0	0
TALEN ENERGY CORP	COM	87422Q109	38,514,415	191,167	SH		SOLE		191,167	0	0
TAPESTRY INC	COM	876030107	174,893,702	2,677,081	SH		SOLE		2,677,081	0	0
TECHNIPFMC PLC	COM	G87110105	57,774,485	1,996,354	SH		SOLE		1,996,354	0	0
TECK RESOURCES LTD	CL B	878742204	88,709,956	2,188,748	SH		SOLE		2,188,748	0	0
TEGNA INC	COM	87901J105	2,860,611	156,403	SH		SOLE		156,403	0	0
TELEFLEX INCORPORATED	COM	879369106	7,214,597	40,536	SH		SOLE		40,536	0	0
TEMPUR SEALY INTL INC	COM	88023U101	2,630,473	46,401	SH		SOLE		46,401	0	0
TENABLE HLDGS INC	COM	88025T102	1,426,344	36,220	SH		SOLE		36,220	0	0
TENARIS S A	SPONSORED ADS	88031M109	11,123,638	294,354	SH		SOLE		294,354	0	0
TERADATA CORP DEL	COM	88076W103	1,782,901	57,236	SH		SOLE		57,236	0	0
TERADYNE INC	COM	880770102	3,934,244	31,244	SH		SOLE		31,244	0	0
TEREX CORP NEW	COM	880779103	3,474,404	75,171	SH		SOLE		75,171	0	0
TERRENO RLTY CORP	COM	88146M101	1,125,552	19,032	SH		SOLE		19,032	0	0
TESLA INC	COM	88160R101	726,912,000	1,800,000	SH		SOLE		1,800,000	0	0
TEVA PHARMACEUTICAL INDS LTD	SPONSORED ADS	881624209	69,853,863	3,169,413	SH		SOLE		3,169,413	0	0
TEXAS INSTRS INC	COM	882508104	255,993,527	1,365,226	SH		SOLE		1,365,226	0	0
TEXAS ROADHOUSE INC	COM	882681109	30,793,447	170,667	SH		SOLE		170,667	0	0
THE TRADE DESK INC	COM CL A	88339J105	32,908,400	280,000	SH		SOLE		280,000	0	0
THOR INDS INC	COM	885160101	1,199,916	12,537	SH		SOLE		12,537	0	0
TIMKEN CO	COM	887389104	2,413,519	33,817	SH		SOLE		33,817	0	0
TOLL BROTHERS INC	COM	889478103	72,145,294	572,809	SH		SOLE		572,809	0	0
TOPBUILD CORP	COM	89055F103	6,968,723	22,383	SH		SOLE		22,383	0	0
TOPGOLF CALLAWAY BRANDS CORP	COM	131193104	646,768	82,286	SH		SOLE		82,286	0	0
TORO CO	COM	891092108	6,241,712	77,924	SH		SOLE		77,924	0	0
TRANE TECHNOLOGIES PLC	SHS	G8994E103	46,538,100	126,000	SH		SOLE		126,000	0	0
TRANSDIGM GROUP INC	COM	893641100	70,013,418	55,247	SH		SOLE		55,247	0	0
TRANSUNION	COM	89400J107	5,265,186	56,792	SH		SOLE		56,792	0	0
TRAVEL PLUS LEISURE CO	COM	894164102	2,401,925	47,610	SH		SOLE		47,610	0	0
TREX CO INC	COM	89531P105	6,539,626	94,736	SH		SOLE		94,736	0	0
TRIMBLE INC	COM	896239100	4,378,306	61,963	SH		SOLE		61,963	0	0
TRIPADVISOR INC	COM	896945201	2,457,654	166,395	SH		SOLE		166,395	0	0
TXNM ENERGY INC	COM	69349H107	2,029,787	41,281	SH		SOLE		41,281	0	0
TYLER TECHNOLOGIES INC	COM	902252105	240,871,754	417,716	SH		SOLE		417,716	0	0
U HAUL HOLDING COMPANY	COM SER N	023586506	676,112	10,556	SH		SOLE		10,556	0	0
UDR INC	COM	902653104	5,073,631	116,877	SH		SOLE		116,877	0	0
UFP INDUSTRIES INC	COM	90278Q108	3,934,752	34,929	SH		SOLE		34,929	0	0
ULTA BEAUTY INC	COM	90384S303	203,304,549	467,442	SH		SOLE		467,442	0	0
ULTRA CLEAN HLDGS INC	COM	90385V107	273,759	7,615	SH		SOLE		7,615	0	0
UMB FINL CORP	COM	902788108	21,460,329	190,150	SH		SOLE		190,150	0	0
UNITED AIRLS HLDGS INC	COM	910047109	13,221,816	136,167	SH		SOLE		136,167	0	0
UNITED BANKSHARES INC WEST V	COM	909907107	2,320,740	61,804	SH		SOLE		61,804	0	0
UNITED CMNTY BKS BLAIRSVLE G	COM	90984P303	965,390	29,879	SH		SOLE		29,879	0	0
UNITED PARCEL SERVICE INC	CL B	911312106	26,481,000	210,000	SH		SOLE		210,000	0	0
UNITED PARKS & RESORTS INC	COM	81282V100	4,161,993	74,070	SH		SOLE		74,070	0	0
UNITED RENTALS INC	COM	911363109	55,791,648	79,200	SH	Call	SOLE		79,200	0	0
UNITED RENTALS INC	COM	911363109	282,862,951	401,543	SH		SOLE		401,543	0	0
UNITED STATES STL CORP NEW	COM	912909108	93,071,860	2,738,213	SH		SOLE		2,738,213	0	0
UNITEDHEALTH GROUP INC	COM	91324P102	256,270,699	506,604	SH		SOLE		506,604	0	0
UNITY SOFTWARE INC	COM	91332U101	3,934,991	175,122	SH		SOLE		175,122	0	0
URBAN OUTFITTERS INC	COM	917047102	483,657	8,813	SH		SOLE		8,813	0	0
UWM HOLDINGS CORPORATION	COM CL A	91823B109	211,813	36,084	SH		SOLE		36,084	0	0
VAIL RESORTS INC	COM	91879Q109	7,569,231	40,380	SH		SOLE		40,380	0	0
VALARIS LTD	CL A	G9460G101	2,642,765	59,737	SH		SOLE		59,737	0	0
VALE S A	SPONSORED ADS	91912E105	11,047,035	1,245,438	SH		SOLE		1,245,438	0	0
VALERO ENERGY CORP	COM	91913Y100	4,302,296	35,095	SH		SOLE		35,095	0	0
VALVOLINE INC	COM	92047W101	4,914,872	135,845	SH		SOLE		135,845	0	0
VERA THERAPEUTICS INC	CL A	92337R101	79,334,475	1,875,963	SH		SOLE		1,875,963	0	0
VERINT SYS INC	COM	92343X100	682,983	24,881	SH		SOLE		24,881	0	0
VERISIGN INC	COM	92343E102	8,264,534	39,933	SH		SOLE		39,933	0	0
VERTEX PHARMACEUTICALS INC	COM	92532F100	621,366	1,543	SH		SOLE		1,543	0	0
VESTIS CORPORATION	COM SHS	29430C102	1,679,524	110,205	SH		SOLE		110,205	0	0
VIATRIS INC	COM	92556V106	36,828,345	2,958,100	SH		SOLE		2,958,100	0	0
VIAVI SOLUTIONS INC	COM	925550105	576,660	57,095	SH		SOLE		57,095	0	0
VIKING HOLDINGS LTD	ORD SHS	G93A5A101	97,132,914	2,204,560	SH		SOLE		2,204,560	0	0
VISA INC	COM CL A	92826C839	557,379,521	1,763,636	SH		SOLE		1,763,636	0	0
VISHAY INTERTECHNOLOGY INC	COM	928298108	3,403,060	200,889	SH		SOLE		200,889	0	0
VISTEON CORP	COM NEW	92839U206	3,619,687	40,799	SH		SOLE		40,799	0	0
VISTRA CORP	COM	92840M102	37,639,337	273,006	SH		SOLE		273,006	0	0
VONTIER CORPORATION	COM	928881101	1,866,972	51,192	SH		SOLE		51,192	0	0
VOYA FINANCIAL INC	COM	929089100	4,669,909	67,847	SH		SOLE		67,847	0	0
WALKER & DUNLOP INC	COM	93148P102	1,523,670	15,674	SH		SOLE		15,674	0	0
WALMART INC	COM	931142103	57,740,607	639,077	SH		SOLE		639,077	0	0
WARNER BROS DISCOVERY INC	COM SER A	934423104	79,841,045	7,553,552	SH		SOLE		7,553,552	0	0
WATSCO INC	COM	942622200	5,299,512	11,183	SH		SOLE		11,183	0	0
WATTS WATER TECHNOLOGIES INC	CL A	942749102	717,242	3,528	SH		SOLE		3,528	0	0
WAYFAIR INC	CL A	94419L101	10,023,633	226,165	SH		SOLE		226,165	0	0
WAYSTAR HLDG CORP	COM	946784105	3,722,848	101,440	SH		SOLE		101,440	0	0
WEBSTER FINL CORP	COM	947890109	17,796,578	322,285	SH		SOLE		322,285	0	0
WELLS FARGO CO NEW	COM	949746101	81,820,680	1,164,873	SH		SOLE		1,164,873	0	0
WENDYS CO	COM	95058W100	2,707,071	166,078	SH		SOLE		166,078	0	0
WERNER ENTERPRISES INC	COM	950755108	3,188,582	88,769	SH		SOLE		88,769	0	0
WEST PHARMACEUTICAL SVSC INC	COM	955306105	3,677,516	11,227	SH		SOLE		11,227	0	0
WESTERN ALLIANCE BANCORP	COM	957638109	13,349,191	159,794	SH		SOLE		159,794	0	0
WESTERN DIGITAL CORP	COM	958102105	179,739,787	3,014,251	SH		SOLE		3,014,251	0	0
WESTERN UN CO	COM	959802109	4,809,358	453,713	SH		SOLE		453,713	0	0
WESTLAKE CORPORATION	COM	960413102	5,652,704	49,304	SH		SOLE		49,304	0	0
WEX INC	COM	96208T104	7,595,038	43,321	SH		SOLE		43,321	0	0
WEYERHAEUSER CO MTN BE	COM NEW	962166104	5,114,461	181,686	SH		SOLE		181,686	0	0
WILLIAMS COS INC	COM	969457100	41,531,472	767,396	SH		SOLE		767,396	0	0
WILLSCOT HLDGS CORP	COM CL A	971378104	6,139,179	183,533	SH		SOLE		183,533	0	0
WINGSTOP INC	COM	974155103	2,900,545	10,206	SH		SOLE		10,206	0	0
WINNEBAGO INDS INC	COM	974637100	3,135,467	65,623	SH		SOLE		65,623	0	0
WINTRUST FINL CORP	COM	97650W108	15,816,969	126,830	SH		SOLE		126,830	0	0
WOLFSPEED INC	COM	977852102	471,781	70,838	SH		SOLE		70,838	0	0
WORKIVA INC	COM CL A	98139A105	1,492,595	13,631	SH		SOLE		13,631	0	0
WP CAREY INC	COM	92936U109	2,367,810	43,462	SH		SOLE		43,462	0	0
WSFS FINL CORP	COM	929328102	556,324	10,471	SH		SOLE		10,471	0	0
WYNDHAM HOTELS & RESORTS INC	COM	98311A105	15,288,432	151,686	SH		SOLE		151,686	0	0
WYNN RESORTS LTD	COM	983134107	1,658,925	19,254	SH		SOLE		19,254	0	0
XPO INC	COM	983793100	113,719,116	867,092	SH		SOLE		867,092	0	0
XYLEM INC	COM	98419M100	31,332,941	270,065	SH		SOLE		270,065	0	0
YELP INC	CL A	985817105	1,726,097	44,602	SH		SOLE		44,602	0	0
ZIFF DAVIS INC	COM	48123V102	2,516,105	46,303	SH		SOLE		46,303	0	0
ZILLOW GROUP INC	CL C CAP STK	98954M200	27,278,243	368,376	SH		SOLE		368,376	0	0
ZIMMER BIOMET HOLDINGS INC	COM	98956P102	3,480,086	32,946	SH		SOLE		32,946	0	0
ZIONS BANCORPORATION N A	COM	989701107	3,863,956	71,225	SH		SOLE		71,225	0	0
ZOOM COMMUNICATIONS INC	CL A	98980L101	55,361,857	678,371	SH		SOLE		678,371	0	0
ZOOMINFO TECHNOLOGIES INC	COMMON STOCK	98980F104	12,004,690	1,142,216	SH		SOLE		1,142,216	0	0
ZURN ELKAY WATER SOLNS CORP	COM	98983L108	801,241	21,481	SH		SOLE		21,481	0	0