Primecap Management 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
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COLUMN 1	COLUMN 2	COLUMN 3	COLUMN 4	COLUMN 5			COLUMN 6	COLUMN 7	COLUMN 8
			VALUE	SHRS OR	SH/	PUT/	INVESTMENT	OTHER	VOTING AUTHORITY
NAME OF ISSUER	TITLE OF CLASS	CUSIP	(x$1000)	PRN AMT	PRN	CALL	DISCRETION	MANAGER	SOLE	SHARED	NONE
10X GENOMICS INC	CL A COM	88025U109	1,832,336	127,600	SH		SOLE		127,600	0	0
ABBOTT LABS	COM	002824100	101,589,748	898,150	SH		SOLE		852,660	0	45,490
ACCURAY INC	COM	004397105	321,354	162,300	SH		SOLE		162,300	0	0
ADOBE INC	COM	00724F101	2,440,137,476	5,487,401	SH		SOLE		5,375,492	0	111,909
AECOM	COM	00766T100	1,215,780,592	11,381,582	SH		SOLE		10,940,582	0	441,000
AGILENT TECHNOLOGIES INC	COM	00846U101	240,423,057	1,789,661	SH		SOLE		1,673,221	0	116,440
ALASKA AIR GROUP INC	COM	011659109	247,438,888	3,821,450	SH		SOLE		3,821,450	0	0
ALBEMARLE CORP	COM	012653101	288,364,040	3,349,954	SH		SOLE		3,225,254	0	124,700
ALCON AG	ORD SHS	H01301128	65,900,110	776,300	SH		SOLE		756,460	0	19,840
ALIBABA GROUP HLDG LTD	SPONSORED ADS	01609W102	1,861,573,523	21,955,107	SH		SOLE		21,264,557	0	690,550
ALKERMES PLC	SHS	G01767105	89,026,866	3,095,510	SH		SOLE		2,996,690	0	98,820
ALLEGIANT TRAVEL CO	COM	01748X102	3,873,038	41,150	SH		SOLE		41,150	0	0
ALLOGENE THERAPEUTICS INC	COM	019770106	10,495,234	4,927,340	SH		SOLE		4,927,340	0	0
ALPHABET INC	CAP STK CL A	02079K305	3,219,791,397	17,008,935	SH		SOLE		16,396,095	0	612,840
ALPHABET INC	CAP STK CL C	02079K107	2,167,164,353	11,379,775	SH		SOLE		10,987,265	0	392,510
ALTAIR ENGR INC	COM CL A	021369103	26,007,787	238,363	SH		SOLE		238,363	0	0
ALTICE USA INC	CL A	02156K103	11,738,628	4,870,800	SH		SOLE		4,870,800	0	0
ALTRIA GROUP INC	COM	02209S103	26,087,481	498,900	SH		SOLE		498,900	0	0
AMAZON COM INC	COM	023135106	1,205,493,205	5,494,750	SH		SOLE		5,433,850	0	60,900
AMBARELLA INC	SHS	G037AX101	1,876,692	25,800	SH		SOLE		25,800	0	0
AMENTUM HOLDINGS INC	COM	023939101	134,894,391	6,414,379	SH		SOLE		6,203,879	0	210,500
AMERICAN AIRLS GROUP INC	COM	02376R102	1,049,734,076	60,225,707	SH		SOLE		57,947,152	0	2,278,555
AMERICAN HOMES 4 RENT	CL A	02665T306	10,830,844	289,440	SH		SOLE		274,940	0	14,500
AMETEK INC	COM	031100100	63,072,974	349,900	SH		SOLE		349,900	0	0
AMGEN INC	COM	031162100	3,388,873,862	13,002,125	SH		SOLE		12,754,720	0	247,405
AMICUS THERAPEUTICS INC	COM	03152W109	8,805,816	934,800	SH		SOLE		934,800	0	0
ANALOG DEVICES INC	COM	032654105	748,578,379	3,523,385	SH		SOLE		3,446,385	0	77,000
APPLE INC	COM	037833100	568,578,610	2,270,500	SH		SOLE		2,270,500	0	0
APPLIED MATLS INC	COM	038222105	422,233,017	2,596,280	SH		SOLE		2,503,725	0	92,555
APPLOVIN CORP	COM CL A	03831W108	112,725,223	348,100	SH		SOLE		348,100	0	0
ARISTA NETWORKS INC	COM SHS	040413205	1,856,904	16,800	SH		SOLE		16,800	0	0
ARLO TECHNOLOGIES INC	COM	04206A101	51,851,002	4,633,691	SH		SOLE		4,207,461	0	426,230
ARM HOLDINGS PLC	SPONSORED ADS	042068205	67,431,043	546,620	SH		SOLE		546,620	0	0
ARRAY TECHNOLOGIES INC	COM SHS	04271T100	5,506,064	911,600	SH		SOLE		911,600	0	0
ASML HOLDING N V	N Y REGISTRY SHS	N07059210	378,635,842	546,309	SH		SOLE		529,113	0	17,196
ASTRAZENECA PLC	SPONSORED ADR	046353108	2,687,599,410	41,019,527	SH		SOLE		39,815,547	0	1,203,980
AURORA INNOVATION INC	CLASS A COM	051774107	64,241,919	10,197,130	SH		SOLE		10,197,130	0	0
AUTODESK INC	COM	052769106	195,676,207	662,030	SH		SOLE		662,030	0	0
AXCELIS TECHNOLOGIES INC	COM NEW	054540208	64,030,685	916,426	SH		SOLE		916,426	0	0
AXON ENTERPRISE INC	COM	05464C101	27,635,880	46,500	SH		SOLE		46,500	0	0
BAIDU INC	SPON ADR REP A	056752108	1,021,351,240	12,114,236	SH		SOLE		11,765,586	0	348,650
BANK AMERICA CORP	COM	060505104	440,701,241	10,027,332	SH		SOLE		9,775,932	0	251,400
BANK NEW YORK MELLON CORP	COM	064058100	54,311,127	706,900	SH		SOLE		706,900	0	0
BATH & BODY WORKS INC	COM	070830104	206,866,134	5,335,727	SH		SOLE		5,183,568	0	152,159
BEIGENE LTD	SPONSORED ADR	07725L102	941,818,561	5,098,904	SH		SOLE		4,998,704	0	100,200
BELLRING BRANDS INC	COMMON STOCK	07831C103	40,683,600	540,000	SH		SOLE		534,800	0	5,200
BIOGEN INC	COM	09062X103	2,453,786,283	16,046,209	SH		SOLE		15,602,272	0	443,937
BIOMARIN PHARMACEUTICAL INC	COM	09061G101	1,195,574,211	18,189,171	SH		SOLE		17,444,398	0	744,773
BIONTECH SE	SPONSORED ADS	09075V102	489,508,352	4,295,817	SH		SOLE		4,055,657	0	240,160
BJS WHSL CLUB HLDGS INC	COM	05550J101	75,901,038	849,480	SH		SOLE		828,180	0	21,300
BLACKBERRY LTD	COM	09228F103	17,244,647	4,562,076	SH		SOLE		4,456,776	0	105,300
BOEING CO	COM	097023105	56,516,100	319,300	SH		SOLE		319,300	0	0
BOOT BARN HLDGS INC	COM	099406100	9,154,746	60,300	SH		SOLE		60,300	0	0
BOSTON SCIENTIFIC CORP	COM	101137107	3,298,557,768	36,929,666	SH		SOLE		36,444,168	0	485,498
BRIDGEBIO PHARMA INC	COM	10806X102	25,121,320	915,500	SH		SOLE		915,500	0	0
BRINKER INTL INC	COM	109641100	4,603,692	34,800	SH		SOLE		0	0	34,800
BRISTOL-MYERS SQUIBB CO	COM	110122108	1,288,051,062	22,773,180	SH		SOLE		22,215,170	0	558,010
BROADCOM INC	COM	11135F101	222,074,899	957,880	SH		SOLE		950,140	0	7,740
BURLINGTON STORES INC	COM	122017106	132,652,671	465,350	SH		SOLE		465,350	0	0
CAMECO CORP	COM	13321L108	67,839,939	1,320,100	SH		SOLE		1,320,100	0	0
CAPRI HOLDINGS LIMITED	SHS	G1890L107	98,736,291	4,688,333	SH		SOLE		4,536,563	0	151,770
CARMAX INC	COM	143130102	415,378,083	5,080,456	SH		SOLE		4,747,817	0	332,639
CARNIVAL CORP	UNIT 99/99/9999	143658300	149,623,418	6,004,150	SH		SOLE		5,565,327	0	438,823
CARRIER GLOBAL CORPORATION	COM	14448C104	162,088,967	2,374,582	SH		SOLE		2,333,582	0	41,000
CARVANA CO	CL A	146869102	35,567,664	174,900	SH		SOLE		174,900	0	0
CASEYS GEN STORES INC	COM	147528103	33,402,189	84,300	SH		SOLE		84,300	0	0
CATERPILLAR INC	COM	149123101	516,732,032	1,424,446	SH		SOLE		1,400,225	0	24,221
CBOE GLOBAL MKTS INC	COM	12503M108	1,836,760	9,400	SH		SOLE		5,700	0	3,700
CERUS CORP	COM	157085101	2,378,222	1,544,300	SH		SOLE		1,544,300	0	0
CHARLES RIV LABS INTL INC	COM	159864107	50,392,108	272,980	SH		SOLE		272,980	0	0
CHART INDS INC	COM	16115Q308	29,084,016	152,400	SH		SOLE		152,400	0	0
CHARTER COMMUNICATIONS INC N	CL A	16119P108	80,276,734	234,200	SH		SOLE		234,200	0	0
CIENA CORP	COM NEW	171779309	39,324,701	463,680	SH		SOLE		463,680	0	0
CISCO SYS INC	COM	17275R102	328,028,976	5,541,030	SH		SOLE		5,373,374	0	167,656
CITIGROUP INC	COM NEW	172967424	203,311,308	2,888,355	SH		SOLE		2,747,600	0	140,755
CME GROUP INC	COM	12572Q105	433,090,371	1,864,920	SH		SOLE		1,795,800	0	69,120
COMCAST CORP NEW	CL A	20030N101	12,977,874	345,800	SH		SOLE		345,800	0	0
COMERICA INC	COM	200340107	31,419,800	508,000	SH		SOLE		508,000	0	0
CONOCOPHILLIPS	COM	20825C104	456,568,267	4,603,895	SH		SOLE		4,384,795	0	219,100
CONTROLADORA VUELA COMP DE A	SPON ADR RP 10	21240E105	305,040	41,000	SH		SOLE		41,000	0	0
CORNING INC	COM	219350105	395,635,933	8,325,672	SH		SOLE		8,212,472	0	113,200
CORTEVA INC	COM	22052L104	78,723,333	1,382,081	SH		SOLE		1,364,041	0	18,040
COTERRA ENERGY INC	COM	127097103	53,992,071	2,114,020	SH		SOLE		2,012,590	0	101,430
CREDO TECHNOLOGY GROUP HOLDI	ORDINARY SHARES	G25457105	36,246,353	539,300	SH		SOLE		539,300	0	0
CROWDSTRIKE HLDGS INC	CL A	22788C105	44,629,981	130,436	SH		SOLE		130,436	0	0
CSX CORP	COM	126408103	72,271,892	2,239,600	SH		SOLE		2,239,600	0	0
CURTISS WRIGHT CORP	COM	231561101	273,650,905	771,130	SH		SOLE		750,470	0	20,660
CVS HEALTH CORP	COM	126650100	134,555,754	2,997,455	SH		SOLE		2,926,355	0	71,100
CYBERARK SOFTWARE LTD	SHS	M2682V108	20,365,460	61,130	SH		SOLE		61,130	0	0
DANAHER CORPORATION	COM	235851102	2,846,879	12,402	SH		SOLE		12,402	0	0
DECKERS OUTDOOR CORP	COM	243537107	6,308,788	31,064	SH		SOLE		31,064	0	0
DEERE & CO	COM	244199105	36,311,090	85,700	SH		SOLE		85,700	0	0
DELL TECHNOLOGIES INC	CL C	24703L202	47,400,518	411,320	SH		SOLE		399,360	0	11,960
DELTA AIR LINES INC DEL	COM NEW	247361702	1,326,886,425	21,932,007	SH		SOLE		21,035,457	0	896,550
DESCARTES SYS GROUP INC	COM	249906108	217,834,021	1,917,553	SH		SOLE		1,917,553	0	0
DISCOVER FINL SVCS	COM	254709108	104,787,347	604,903	SH		SOLE		604,903	0	0
DISNEY WALT CO	COM	254687106	701,085,656	6,296,234	SH		SOLE		6,142,634	0	153,600
DOCUSIGN INC	COM	256163106	51,673,228	574,530	SH		SOLE		558,230	0	16,300
DOLLAR GEN CORP NEW	COM	256677105	2,452,777	32,350	SH		SOLE		32,350	0	0
DOLLAR TREE INC	COM	256746108	298,143,169	3,978,425	SH		SOLE		3,871,635	0	106,790
DOORDASH INC	CL A	25809K105	21,617,944	128,870	SH		SOLE		125,560	0	3,310
DOW INC	COM	260557103	51,867,705	1,292,492	SH		SOLE		1,253,112	0	39,380
DUOLINGO INC	CL A COM	26603R106	1,734,631	5,350	SH		SOLE		5,350	0	0
DUPONT DE NEMOURS INC	COM	26614N102	196,732,020	2,580,092	SH		SOLE		2,499,932	0	80,160
E L F BEAUTY INC	COM	26856L103	39,678,699	316,039	SH		SOLE		309,449	0	6,590
EBAY INC.	COM	278642103	134,980,998	2,178,870	SH		SOLE		2,178,870	0	0
EDWARDS LIFESCIENCES CORP	COM	28176E108	151,280,305	2,043,500	SH		SOLE		2,043,500	0	0
ELANCO ANIMAL HEALTH INC	COM	28414H103	619,610,150	51,165,165	SH		SOLE		47,723,155	0	3,442,010
ELECTRONIC ARTS INC	COM	285512109	97,864,459	668,930	SH		SOLE		650,030	0	18,900
ELI LILLY & CO	COM	532457108	12,936,136,888	16,756,654	SH		SOLE		16,424,147	0	332,507
ENOVIS CORPORATION	COM	194014502	525,112	11,967	SH		SOLE		11,967	0	0
ENTEGRIS INC	COM	29362U104	284,615,626	2,873,164	SH		SOLE		2,866,797	0	6,367
EOG RES INC	COM	26875P101	315,734,454	2,575,742	SH		SOLE		2,575,742	0	0
EPR PPTYS	COM SH BEN INT	26884U109	5,490,277	123,990	SH		SOLE		123,990	0	0
ESAB CORPORATION	COM	29605J106	487,796	4,067	SH		SOLE		4,067	0	0
ETSY INC	COM	29786A106	1,692,480	32,000	SH		SOLE		32,000	0	0
EVERCORE INC	CLASS A	29977A105	83,897,097	302,670	SH		SOLE		302,670	0	0
EXACT SCIENCES CORP	COM	30063P105	26,931,867	479,300	SH		SOLE		479,300	0	0
EXPAND ENERGY CORPORATION	COM	165167735	57,193,268	574,518	SH		SOLE		554,353	0	20,165
EXXON MOBIL CORP	COM	30231G102	701,678,034	6,522,990	SH		SOLE		6,463,975	0	59,015
FEDEX CORP	COM	31428X106	3,485,944,557	12,390,945	SH		SOLE		12,150,547	0	240,398
FIBROGEN INC	COM	31572Q808	2,444,242	4,616,130	SH		SOLE		4,065,630	0	550,500
FIDELITY NATL INFORMATION SV	COM	31620M106	107,722,949	1,333,700	SH		SOLE		1,333,700	0	0
FLEX LTD	ORD	Y2573F102	1,504,536,389	39,190,841	SH		SOLE		37,225,298	0	1,965,543
FLYWIRE CORPORATION	COM VTG	302492103	40,405,570	1,959,533	SH		SOLE		1,959,533	0	0
FORMFACTOR INC	COM	346375108	123,158,816	2,799,064	SH		SOLE		2,799,064	0	0
FORTINET INC	COM	34959E109	6,561,636	69,450	SH		SOLE		69,450	0	0
FREEPORT-MCMORAN INC	CL B	35671D857	112,670,571	2,958,786	SH		SOLE		2,918,586	0	40,200
FRONTIER GROUP HLDGS INC	COM	35909R108	2,732,373	384,300	SH		SOLE		384,300	0	0
GALAPAGOS NV	SPON ADR	36315X101	17,358,275	631,210	SH		SOLE		631,210	0	0
GARTNER INC	COM	366651107	54,163,746	111,800	SH		SOLE		111,800	0	0
GENERAL DYNAMICS CORP	COM	369550108	179,107,326	679,750	SH		SOLE		679,190	0	560
GFL ENVIRONMENTAL INC	SUB VTG SHS	36168Q104	46,820,448	1,051,200	SH		SOLE		1,051,200	0	0
GIBRALTAR INDS INC	COM	374689107	6,025,470	102,300	SH		SOLE		102,300	0	0
GITLAB INC	CLASS A COM	37637K108	47,105,219	835,940	SH		SOLE		835,940	0	0
GLAUKOS CORP	COM	377322102	182,075,891	1,214,325	SH		SOLE		1,214,325	0	0
GLOBUS MED INC	CL A	379577208	3,409,720	41,225	SH		SOLE		41,225	0	0
GOLDMAN SACHS GROUP INC	COM	38141G104	109,943,040	192,000	SH		SOLE		192,000	0	0
GRAIL INC	COM	384747101	37,117,579	2,079,416	SH		SOLE		2,048,003	0	31,413
GREIF INC	CL B	397624206	1,628,400	24,000	SH		SOLE		24,000	0	0
GRIFFON CORP	COM	398433102	16,990,768	238,400	SH		SOLE		238,400	0	0
GROWGENERATION CORP	COM	39986L109	1,566,799	927,100	SH		SOLE		927,100	0	0
GSK PLC	SPONSORED ADR	37733W204	854,349,340	25,261,660	SH		SOLE		24,322,490	0	939,170
GUARDANT HEALTH INC	COM	40131M109	1,334,607	43,686	SH		SOLE		43,686	0	0
GXO LOGISTICS INCORPORATED	COMMON STOCK	36262G101	9,417,750	216,500	SH		SOLE		216,500	0	0
HEALTH CATALYST INC	COM	42225T107	13,663,602	1,932,617	SH		SOLE		1,932,617	0	0
HERTZ GLOBAL HLDGS INC	COM NEW	42806J700	502,884	137,400	SH		SOLE		137,400	0	0
HESS CORP	COM	42809H107	1,033,261,054	7,768,296	SH		SOLE		7,631,706	0	136,590
HEWLETT PACKARD ENTERPRISE C	COM	42824C109	617,066,243	28,902,400	SH		SOLE		28,046,650	0	855,750
HONEYWELL INTL INC	COM	438516106	44,710,408	197,930	SH		SOLE		197,930	0	0
HP INC	COM	40434L105	715,099,667	21,915,405	SH		SOLE		20,958,695	0	956,710
HUBSPOT INC	COM	443573100	58,842,227	84,450	SH		SOLE		84,450	0	0
HUMANA INC	COM	444859102	4,915,885	19,376	SH		SOLE		19,376	0	0
HUNT J B TRANS SVCS INC	COM	445658107	110,673,010	648,500	SH		SOLE		648,500	0	0
IBOTTA INC	CLASS A COM SHS	451051106	8,287,287	127,340	SH		SOLE		127,340	0	0
IDEX CORP	COM	45167R104	59,285,576	283,270	SH		SOLE		253,300	0	29,970
ILLUMINA INC	COM	452327109	328,171,094	2,455,819	SH		SOLE		2,287,439	0	168,380
IMAX CORP	COM	45245E109	21,555,200	842,000	SH		SOLE		842,000	0	0
IMMUNOCORE HLDGS PLC	ADS	45258D105	78,722,225	2,668,550	SH		SOLE		2,642,890	0	25,660
IMMUNOME INC	COM	45257U108	2,982,096	280,800	SH		SOLE		280,800	0	0
INDIE SEMICONDUCTOR INC	CLASS A COM	45569U101	106,465,456	26,287,766	SH		SOLE		24,081,510	0	2,206,256
INGEVITY CORP	COM	45688C107	2,811,750	69,000	SH		SOLE		69,000	0	0
INSULET CORP	COM	45784P101	128,764,423	493,218	SH		SOLE		493,218	0	0
INTEL CORP	COM	458140100	1,544,851,241	77,049,937	SH		SOLE		73,968,975	0	3,080,962
INTUIT	COM	461202103	905,589,941	1,440,875	SH		SOLE		1,409,875	0	31,000
IQVIA HLDGS INC	COM	46266C105	57,968,288	294,989	SH		SOLE		286,949	0	8,040
IROBOT CORP	COM	462726100	2,355,225	303,900	SH		SOLE		303,900	0	0
IVANHOE ELECTRIC INC	COM	46578C108	2,958,090	391,800	SH		SOLE		391,800	0	0
JABIL INC	COM	466313103	514,105,774	3,572,660	SH		SOLE		3,396,460	0	176,200
JACOBS SOLUTIONS INC	COM	46982L108	682,377,564	5,106,852	SH		SOLE		4,909,452	0	197,400
JAMF HLDG CORP	COM	47074L105	674,400	48,000	SH		SOLE		48,000	0	0
JELD-WEN HLDG INC	COM	47580P103	2,557,737	312,300	SH		SOLE		312,300	0	0
JETBLUE AWYS CORP	COM	477143101	24,423,378	3,107,300	SH		SOLE		3,107,300	0	0
JPMORGAN CHASE & CO.	COM	46625H100	1,275,125,360	5,319,450	SH		SOLE		5,174,650	0	144,800
KEYCORP	COM	493267108	29,300,830	1,709,500	SH		SOLE		1,709,500	0	0
KEYSIGHT TECHNOLOGIES INC	COM	49338L103	110,396,981	687,275	SH		SOLE		656,325	0	30,950
KIRBY CORP	COM	497266106	28,581,870	270,150	SH		SOLE		263,450	0	6,700
KLA CORP	COM NEW	482480100	3,266,900,619	5,184,569	SH		SOLE		5,114,509	0	70,060
KNIGHT-SWIFT TRANSN HLDGS IN	CL A	499049104	9,372,168	176,700	SH		SOLE		176,700	0	0
L3HARRIS TECHNOLOGIES INC	COM	502431109	52,233,552	248,400	SH		SOLE		248,400	0	0
LAS VEGAS SANDS CORP	COM	517834107	11,509,776	224,100	SH		SOLE		224,100	0	0
LESLIES INC	COM	527064109	2,811,807	1,260,900	SH		SOLE		1,260,900	0	0
LI-CYCLE HOLDINGS CORP	COM NEW	50202P204	251,898	140,725	SH		SOLE		140,725	0	0
LINDE PLC	SHS	G54950103	115,971,590	277,000	SH		SOLE		277,000	0	0
LIVANOVA PLC	SHS	G5509L101	220,160,519	4,754,060	SH		SOLE		4,517,200	0	236,860
LIVE NATION ENTERTAINMENT IN	COM	538034109	99,944,863	771,775	SH		SOLE		757,105	0	14,670
LPL FINL HLDGS INC	COM	50212V100	5,224,160	16,000	SH		SOLE		16,000	0	0
LUCKY STRIKE ENTERTAINMENT C	CL A COM	10258P102	3,272,269	326,900	SH		SOLE		326,900	0	0
LYFT INC	CL A COM	55087P104	81,464,533	6,315,080	SH		SOLE		6,052,410	0	262,670
MARKETAXESS HLDGS INC	COM	57060D108	309,471,816	1,369,102	SH		SOLE		1,355,602	0	13,500
MARQETA INC	CLASS A COM	57142B104	1,700,194	448,600	SH		SOLE		448,600	0	0
MARRIOTT INTL INC NEW	CL A	571903202	81,489,532	292,140	SH		SOLE		285,440	0	6,700
MARSH & MCLENNAN COS INC	COM	571748102	580,373,369	2,732,326	SH		SOLE		2,666,226	0	66,100
MARVELL TECHNOLOGY INC	COM	573874104	231,771,594	2,098,430	SH		SOLE		2,058,730	0	39,700
MASTERCARD INCORPORATED	CL A	57636Q104	220,843,458	419,400	SH		SOLE		419,400	0	0
MATSON INC	COM	57686G105	5,110,436	37,900	SH		SOLE		37,500	0	400
MATTEL INC	COM	577081102	647,359,197	36,512,081	SH		SOLE		35,855,375	0	656,706
MAXLINEAR INC	COM	57776J100	37,678,526	1,904,880	SH		SOLE		1,856,980	0	47,900
MCDONALDS CORP	COM	580135101	11,914,479	41,100	SH		SOLE		41,100	0	0
MEDTRONIC PLC	SHS	G5960L103	58,087,537	727,185	SH		SOLE		713,425	0	13,760
MERCK & CO INC	COM	58933Y105	6,008,592	60,400	SH		SOLE		60,400	0	0
META PLATFORMS INC	CL A	30303M102	430,993,912	736,100	SH		SOLE		719,800	0	16,300
MGM RESORTS INTERNATIONAL	COM	552953101	19,351,679	558,490	SH		SOLE		558,490	0	0
MICRON TECHNOLOGY INC	COM	595112103	3,164,118,158	37,596,461	SH		SOLE		37,003,061	0	593,400
MICROSOFT CORP	COM	594918104	4,024,751,762	9,548,640	SH		SOLE		9,315,630	0	233,010
MOBILEYE GLOBAL INC	COMMON CLASS A	60741F104	35,943,648	1,804,400	SH		SOLE		1,804,400	0	0
MONGODB INC	CL A	60937P106	21,034,384	90,350	SH		SOLE		90,350	0	0
MOOG INC	CL A	615394202	61,610,920	313,000	SH		SOLE		313,000	0	0
MORGAN STANLEY	COM NEW	617446448	148,298,684	1,179,595	SH		SOLE		1,150,799	0	28,796
MURAL ONCOLOGY PUB LTD CO	ORD SHS	G63365103	448,368	139,245	SH		SOLE		138,003	0	1,242
NEKTAR THERAPEUTICS	COM	640268108	5,152,559	5,540,386	SH		SOLE		5,525,986	0	14,400
NETAPP INC	COM	64110D104	1,418,536,949	12,220,339	SH		SOLE		12,022,513	0	197,826
NETFLIX INC	COM	64110L106	140,151,157	157,240	SH		SOLE		153,340	0	3,900
NEUROCRINE BIOSCIENCES INC	COM	64125C109	53,741,415	393,710	SH		SOLE		369,960	0	23,750
NEW FORTRESS ENERGY INC	COM CL A	644393100	198,026,609	13,096,998	SH		SOLE		12,106,128	0	990,870
NEWELL BRANDS INC	COM	651229106	140,898,344	14,146,420	SH		SOLE		12,901,000	0	1,245,420
NEXTRACKER INC	CLASS A COM	65290E101	281,348,471	7,701,847	SH		SOLE		7,324,621	0	377,226
NICE LTD	SPONSORED ADR	653656108	382,140	2,250	SH		SOLE		2,250	0	0
NLIGHT INC	COM	65487K100	2,749,734	262,129	SH		SOLE		262,129	0	0
NMI HLDGS INC	COM	629209305	13,776,913	374,780	SH		SOLE		374,780	0	0
NN INC	COM	629337106	978,384	299,200	SH		SOLE		299,200	0	0
NORFOLK SOUTHN CORP	COM	655844108	158,000,040	673,200	SH		SOLE		673,200	0	0
NORTHERN TR CORP	COM	665859104	688,862,218	6,720,607	SH		SOLE		6,459,537	0	261,070
NORWEGIAN CRUISE LINE HLDG L	SHS	G66721104	44,718,868	1,738,005	SH		SOLE		1,702,605	0	35,400
NOVARTIS AG	SPONSORED ADR	66987V109	1,072,846,547	11,025,039	SH		SOLE		10,882,719	0	142,320
NURIX THERAPEUTICS INC	COM	67080M103	4,370,880	232,000	SH		SOLE		232,000	0	0
NUTANIX INC	CL A	67059N108	221,560,494	3,621,453	SH		SOLE		3,434,853	0	186,600
NVENT ELECTRIC PLC	SHS	G6700G107	58,549,440	859,000	SH		SOLE		859,000	0	0
NVIDIA CORPORATION	COM	67066G104	2,859,393,998	21,292,680	SH		SOLE		20,971,710	0	320,970
OKTA INC	CL A	679295105	103,130,761	1,308,766	SH		SOLE		1,135,666	0	173,100
OLD DOMINION FREIGHT LINE IN	COM	679580100	7,620,480	43,200	SH		SOLE		43,200	0	0
OLLIES BARGAIN OUTLET HLDGS	COM	681116109	52,836,092	481,510	SH		SOLE		481,510	0	0
ONESTREAM INC	CL A	68278B107	4,126,844	144,700	SH		SOLE		144,700	0	0
ORACLE CORP	COM	68389X105	2,025,751,660	12,156,455	SH		SOLE		11,826,555	0	329,900
ORASURE TECHNOLOGIES INC	COM	68554V108	1,214,043	336,300	SH		SOLE		336,300	0	0
OSI SYSTEMS INC	COM	671044105	49,845,585	297,710	SH		SOLE		297,710	0	0
OTIS WORLDWIDE CORP	COM	68902V107	167,616,785	1,809,921	SH		SOLE		1,775,271	0	34,650
PALO ALTO NETWORKS INC	COM	697435105	182,076,457	1,000,640	SH		SOLE		984,600	0	16,040
PAYPAL HLDGS INC	COM	70450Y103	507,389,194	5,944,806	SH		SOLE		5,801,106	0	143,700
PENUMBRA INC	COM	70975L107	7,297,760	30,730	SH		SOLE		30,730	0	0
PERFORMANCE FOOD GROUP CO	COM	71377A103	177,840,783	2,103,380	SH		SOLE		2,008,920	0	94,460
PERIMETER SOLUTIONS INC	COMMON STOCK	71385M107	24,960,951	1,953,126	SH		SOLE		1,953,126	0	0
PHILIP MORRIS INTL INC	COM	718172109	2,262,580	18,800	SH		SOLE		18,800	0	0
PINTEREST INC	CL A	72352L106	116,791,700	4,027,300	SH		SOLE		4,027,300	0	0
PROGRESSIVE CORP	COM	743315103	331,220,092	1,382,330	SH		SOLE		1,382,330	0	0
PULMONX CORP	COM	745848101	37,428,456	5,512,291	SH		SOLE		5,107,091	0	405,200
QUALCOMM INC	COM	747525103	640,265,424	4,167,852	SH		SOLE		4,072,292	0	95,560
RAMBUS INC DEL	COM	750917106	4,360,950	82,500	SH		SOLE		21,300	0	61,200
RAYMOND JAMES FINL INC	COM	754730109	1,781,504,002	11,469,156	SH		SOLE		11,105,876	0	363,280
REPLIGEN CORP	COM	759916109	4,441,701	30,858	SH		SOLE		30,858	0	0
RESTAURANT BRANDS INTL INC	COM	76131D103	7,058,994	108,300	SH		SOLE		108,300	0	0
REVVITY INC	COM	714046109	106,239,886	951,885	SH		SOLE		898,955	0	52,930
RHYTHM PHARMACEUTICALS INC	COM	76243J105	367,855,216	6,571,190	SH		SOLE		6,571,190	0	0
RINGCENTRAL INC	CL A	76680R206	2,188,125	62,500	SH		SOLE		62,500	0	0
RIVIAN AUTOMOTIVE INC	COM CL A	76954A103	3,510,402	263,940	SH		SOLE		263,940	0	0
ROBLOX CORP	CL A	771049103	2,910,358	50,300	SH		SOLE		50,300	0	0
ROCKWELL AUTOMATION INC	COM	773903109	73,456,605	257,030	SH		SOLE		251,590	0	5,440
ROSS STORES INC	COM	778296103	1,567,887,078	10,364,825	SH		SOLE		10,132,205	0	232,620
ROYAL CARIBBEAN GROUP	COM	V7780T103	984,736,714	4,268,658	SH		SOLE		4,210,358	0	58,300
RTX CORPORATION	COM	75513E101	44,602,191	385,432	SH		SOLE		385,432	0	0
RXO INC	COMMON STOCK	74982T103	7,187,665	301,496	SH		SOLE		301,496	0	0
RYANAIR HOLDINGS PLC	SPONSORED ADR	783513203	45,585,202	1,045,772	SH		SOLE		1,045,772	0	0
SAIA INC	COM	78709Y105	25,703,172	56,400	SH		SOLE		56,400	0	0
SALESFORCE INC	COM	79466L302	167,699,928	501,600	SH		SOLE		501,600	0	0
SANOFI	SPONSORED ADR	80105N105	53,580,057	1,110,928	SH		SOLE		1,102,400	0	8,528
SAVERS VALUE VLG INC	COM	80517M109	4,835,438	471,750	SH		SOLE		471,750	0	0
SCHLUMBERGER LTD	COM STK	806857108	16,190,982	422,300	SH		SOLE		422,300	0	0
SCHWAB CHARLES CORP	COM	808513105	314,716,426	4,252,350	SH		SOLE		4,163,826	0	88,524
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	G7997R103	65,781,602	762,155	SH		SOLE		677,155	0	85,000
SHUTTERSTOCK INC	COM	825690100	1,587,305	52,300	SH		SOLE		52,300	0	0
SNAP INC	CL A	83304A106	336,563	31,250	SH		SOLE		31,250	0	0
SONY GROUP CORP	SPONSORED ADR	835699307	2,158,232,291	101,995,855	SH		SOLE		99,677,455	0	2,318,400
SOUTHWEST AIRLS CO	COM	844741108	1,644,019,782	48,900,053	SH		SOLE		47,511,788	0	1,388,265
SPHERE ENTERTAINMENT CO	CL A	55826T102	17,079,471	423,598	SH		SOLE		423,598	0	0
SPOTIFY TECHNOLOGY S A	SHS	L8681T102	98,334,124	219,800	SH		SOLE		219,800	0	0
STANDARD BIOTOOLS INC	COM	34385P108	1,123,455	641,974	SH		SOLE		641,974	0	0
STRATASYS LTD	SHS	M85548101	13,093,458	1,472,830	SH		SOLE		1,472,830	0	0
STRYKER CORPORATION	COM	863667101	157,017,805	436,100	SH		SOLE		436,100	0	0
SUN CTRY AIRLS HLDGS INC	COM	866683105	1,210,359	83,015	SH		SOLE		83,015	0	0
SYSCO CORP	COM	871829107	331,624,528	4,337,229	SH		SOLE		4,177,939	0	159,290
TAKE-TWO INTERACTIVE SOFTWAR	COM	874054109	3,246,987	17,639	SH		SOLE		17,639	0	0
TAPESTRY INC	COM	876030107	26,595,517	407,095	SH		SOLE		236,685	0	170,410
TECHNIPFMC PLC	COM	G87110105	52,934,154	1,829,100	SH		SOLE		1,829,100	0	0
TELEFONAKTIEBOLAGET LM ERICS	ADR B SEK 10	294821608	372,942,640	46,270,799	SH		SOLE		44,790,699	0	1,480,100
TERADYNE INC	COM	880770102	246,582,838	1,958,250	SH		SOLE		1,873,225	0	85,025
TESLA INC	COM	88160R101	3,051,308,023	7,555,735	SH		SOLE		7,441,555	0	114,180
TEXAS INSTRS INC	COM	882508104	2,694,616,016	14,370,519	SH		SOLE		14,081,938	0	288,581
TEXTRON INC	COM	883203101	372,859,303	4,874,615	SH		SOLE		4,816,650	0	57,965
THE TRADE DESK INC	COM CL A	88339J105	25,080,902	213,400	SH		SOLE		213,400	0	0
THERMO FISHER SCIENTIFIC INC	COM	883556102	1,303,254,705	2,505,151	SH		SOLE		2,455,741	0	49,410
TJX COS INC NEW	COM	872540109	1,450,126,768	12,003,367	SH		SOLE		11,809,575	0	193,792
T-MOBILE US INC	COM	872590104	148,943,969	674,779	SH		SOLE		674,779	0	0
TRADEWEB MKTS INC	CL A	892672106	203,381,602	1,553,480	SH		SOLE		1,510,780	0	42,700
TRANSDIGM GROUP INC	COM	893641100	650,360,492	513,194	SH		SOLE		513,194	0	0
TRANSOCEAN LTD	REGISTERED SHS	H8817H100	205,561,544	54,816,411	SH		SOLE		51,836,515	0	2,979,896
TRIMBLE INC	COM	896239100	312,681,524	4,425,156	SH		SOLE		4,212,686	0	212,470
TRONOX HOLDINGS PLC	SHS	G9087Q102	13,591,479	1,349,700	SH		SOLE		1,349,700	0	0
TYSON FOODS INC	CL A	902494103	25,411,456	442,400	SH		SOLE		442,400	0	0
UBER TECHNOLOGIES INC	COM	90353T100	83,012,384	1,376,200	SH		SOLE		1,313,800	0	62,400
ULTA BEAUTY INC	COM	90384S303	28,679,284	65,940	SH		SOLE		65,940	0	0
UNION PAC CORP	COM	907818108	341,439,731	1,497,280	SH		SOLE		1,496,180	0	1,100
UNITED AIRLS HLDGS INC	COM	910047109	2,202,177,022	22,679,475	SH		SOLE		22,178,015	0	501,460
UNITED PARCEL SERVICE INC	CL B	911312106	351,662,763	2,788,761	SH		SOLE		2,725,545	0	63,216
UNITEDHEALTH GROUP INC	COM	91324P102	6,535,711	12,920	SH		SOLE		12,920	0	0
UNITY SOFTWARE INC	COM	91332U101	14,859,276	661,294	SH		SOLE		661,294	0	0
UNIVERSAL DISPLAY CORP	COM	91347P105	262,740,699	1,797,132	SH		SOLE		1,771,432	0	25,700
US FOODS HLDG CORP	COM	912008109	44,457,557	659,021	SH		SOLE		638,921	0	20,100
VALERO ENERGY CORP	COM	91913Y100	13,150,232	107,270	SH		SOLE		85,740	0	21,530
VICTORIAS SECRET AND CO	COMMON STOCK	926400102	4,843,365	116,933	SH		SOLE		116,933	0	0
VISA INC	COM CL A	92826C839	1,253,029,071	3,964,780	SH		SOLE		3,792,180	0	172,600
VSE CORP	COM	918284100	14,005,377	147,270	SH		SOLE		140,390	0	6,880
WALMART INC	COM	931142103	6,071,520	67,200	SH		SOLE		67,200	0	0
WATERS CORP	COM	941848103	25,612,830	69,041	SH		SOLE		69,041	0	0
WAVE LIFE SCIENCES LTD	SHS	Y95308105	31,166,462	2,519,520	SH		SOLE		2,519,520	0	0
WELLS FARGO CO NEW	COM	949746101	1,793,872,284	25,539,184	SH		SOLE		24,742,879	0	796,305
WESTERN DIGITAL CORP	COM	958102105	69,088,214	1,158,615	SH		SOLE		1,140,815	0	17,800
WEX INC	COM	96208T104	55,274,890	315,280	SH		SOLE		315,280	0	0
WHIRLPOOL CORP	COM	963320106	534,688,687	4,670,586	SH		SOLE		4,512,426	0	158,160
WILLSCOT HLDGS CORP	COM CL A	971378104	29,218,575	873,500	SH		SOLE		873,500	0	0
WOLFSPEED INC	COM	977852102	43,417,633	6,519,164	SH		SOLE		6,091,644	0	427,520
XENCOR INC	COM	98401F105	206,462,248	8,984,432	SH		SOLE		8,984,432	0	0
XOMETRY INC	CLASS A COM	98423F109	277,373,699	6,501,962	SH		SOLE		5,891,697	0	610,265
XPENG INC	ADS	98422D105	185,479,145	15,691,975	SH		SOLE		14,390,935	0	1,301,040
XPO INC	COM	983793100	71,109,530	542,200	SH		SOLE		542,200	0	0
ZENTALIS PHARMACEUTICALS INC	COM	98943L107	4,607,509	1,520,630	SH		SOLE		1,468,630	0	52,000
ZIMMER BIOMET HOLDINGS INC	COM	98956P102	506,722,958	4,797,150	SH		SOLE		4,600,800	0	196,350
ZIMVIE INC	COM	98888T107	486,298	34,860	SH		SOLE		34,860	0	0
ZOOM COMMUNICATIONS INC	CL A	98980L101	98,115,623	1,202,250	SH		SOLE		1,202,250	0	0
ZOOMINFO TECHNOLOGIES INC	COMMON STOCK	98980F104	45,948,680	4,371,901	SH		SOLE		4,371,901	0	0