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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AT&T INC COM 00206R102   316,472,025 18,860,073 SH   SOLE   18,860,073 0 0
ATS CORPORATION COM 00217Y104   6,833,770 176,629 SH   SOLE   174,940 0 1,689
ABBVIE INC COM 00287Y109   155,699,134 1,004,705 SH   SOLE   1,004,705 0 0
ACADIA HEALTHCARE COMPANY IN COM 00404A109   9,810,917 126,076 SH   SOLE   126,076 0 0
AECOM COM 00766T100   11,812,142 127,904 SH   SOLE   127,904 0 0
ADVANCED MICRO DEVICES INC COM 007903107   34,189,976 231,972 SH   SOLE   229,732 0 2,240
AGILYSYS INC COM 00847J105   19,812,464 234,039 SH   SOLE   234,039 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   25,977,253 335,824 SH   SOLE   335,660 0 164
ALPHABET INC CAP STK CL A 02079K305   78,197,345 559,792 SH   SOLE   559,792 0 0
ALTRIA GROUP INC COM 02209S103   7,579,886 187,900 SH   SOLE   187,900 0 0
AMAZON COM INC COM 023135106   1,482,934 9,760 SH   SOLE   9,760 0 0
MIDCAP FINANCIAL INVSTMNT CO COM NEW 03761U502   40,188,871 2,937,783 SH   SOLE   2,937,783 0 0
APPLE INC COM 037833100   906,431 4,708 SH   SOLE   4,708 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105   20,162,926 116,829 SH   SOLE   116,829 0 0
ARCOSA INC COM 039653100   13,280,122 160,836 SH   SOLE   160,836 0 0
ARM HOLDINGS PLC SPONSORED ADR 042068205   8,901,902 118,463 SH   SOLE   118,463 0 0
ASSURANT INC COM 04621X108   12,513,995 74,320 SH   SOLE   74,320 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108   34,358,161 508,872 SH   SOLE   499,871 0 9,001
ATRICURE INC COM 04963C209   3,683,743 103,215 SH   SOLE   103,215 0 0
AVANTOR INC COM 05352A100   18,963,303 831,820 SH   SOLE   831,820 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101   14,455,259 216,946 SH   SOLE   216,946 0 0
BELLRING BRANDS INC COMMON STOCK 07831C103   8,549,523 154,240 SH   SOLE   154,240 0 0
BENTLEY SYS INC COM CL B 08265T208   8,891,942 170,409 SH   SOLE   170,409 0 0
BHP GROUP LTD SPONSORED ADS 088606108   333,694 4,885 SH   SOLE   4,885 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101   16,475,310 170,802 SH   SOLE   170,802 0 0
BOOKING HOLDINGS INC COM 09857L108   60,754,468 17,129 SH   SOLE   17,081 0 48
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106   470,297 3,704 SH   SOLE   3,704 0 0
BRIDGE INVT GROUP HLDGS INC COM CL A 10806B100   2,724,131 278,541 SH   SOLE   278,541 0 0
BROADCOM INC COM 11135F101   484,119,858 433,702 SH   SOLE   433,702 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   20,909,811 125,353 SH   SOLE   125,353 0 0
CCC INTELLIGENT SOLUTIONS HL COM 12510Q100   20,033,722 1,760,099 SH   SOLE   1,760,099 0 0
CME GROUP INC COM 12572Q105   338,978,601 1,609,585 SH   SOLE   1,609,585 0 0
CACI INTL INC CL A 127190304   34,624,844 106,913 SH   SOLE   106,913 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108   110,141,632 1,429,537 SH   SOLE   1,428,047 0 1,490
CAPITAL ONE FINL CORP COM 14040H105   39,486,395 301,147 SH   SOLE   301,147 0 0
CASELLA WASTE SYS INC CL A 147448104   28,852,219 337,797 SH   SOLE   337,797 0 0
CELSIUS HLDGS INC COM NEW 15118V207   6,078,380 111,489 SH   SOLE   111,489 0 0
CENTRAIS ELETRICAS BRASILEIR SPON ADR PFD B 15234Q108   899,344 95,092 SH   SOLE   95,092 0 0
CHESAPEAKE ENERGY CORP COM 165167735   840,061 10,819 SH   SOLE   10,819 0 0
CHIMERA INVT CORP COM NEW 16934Q208   74,141,265 14,857,969 SH   SOLE   14,857,969 0 0
CHURCHILL DOWNS INC COM 171484108   7,003,542 51,905 SH   SOLE   51,905 0 0
CISCO SYS INC COM 17275R102   97,893,362 1,937,715 SH   SOLE   1,937,715 0 0
CITIGROUP INC COM NEW 172967424   364,835,679 7,092,451 SH   SOLE   7,092,451 0 0
CLEAN HARBORS INC COM 184496107   14,836,553 85,139 SH   SOLE   85,139 0 0
CLEARWATER ANALYTICS HLDGS I CL A 185123106   5,039,107 251,578 SH   SOLE   251,578 0 0
COMCAST HOLDINGS CORP ZONES CV2% PCS 200300507   8,685,203 157,910 PRN   SOLE   157,910 0 0
CONMED CORP COM 207410101   9,022,091 82,386 SH   SOLE   82,386 0 0
COSTCO WHSL CORP NEW COM 22160K105   17,451,017 26,431 SH   SOLE   26,307 0 124
COUPANG INC CL A 22266T109   868,222 53,953 SH   SOLE   53,953 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   656,428 2,571 SH   SOLE   2,571 0 0
CROWN HLDGS INC COM 228368106   634,892 6,901 SH   SOLE   6,901 0 0
CYTOKINETICS INC COM NEW 23282W605   7,113,265 85,199 SH   SOLE   85,199 0 0
DECKERS OUTDOOR CORP COM 243537107   14,079,637 21,041 SH   SOLE   21,041 0 0
DIAGEO PLC SPON ADR NEW 25243Q205   9,855,813 67,723 SH   SOLE   66,132 0 1,591
DIAMONDBACK ENERGY INC COM 25278X109   967,737 6,213 SH   SOLE   6,213 0 0
DIGITALBRIDGE GROUP INC CL A NEW 25401T603   11,994,150 683,817 SH   SOLE   683,817 0 0
ASPEN TECHNOLOGY INC COM 29109X106   10,993,850 50,031 SH   SOLE   50,031 0 0
ENBRIDGE INC COM 29250N105   128,137,364 3,543,172 SH   SOLE   3,543,172 0 0
ENTEGRIS INC COM 29362U104   12,509,474 104,543 SH   SOLE   104,543 0 0
ENVISTA HOLDINGS CORPORATION COM 29415F104   9,927,306 412,617 SH   SOLE   412,617 0 0
EQUITABLE HLDGS INC COM 29452E101   181,320,764 5,445,068 SH   SOLE   5,445,068 0 0
META PLATFORMS INC CL A 30303M102   109,029,237 308,027 SH   SOLE   308,027 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   30,343,519 504,424 SH   SOLE   503,845 0 579
FLOOR & DECOR HLDGS INC CL A 339750101   204,484 1,915 SH   SOLE   1,915 0 0
FORMFACTOR INC COM 346375108   323,340 8,368 SH   SOLE   8,368 0 0
FREEPORT-MCMORAN INC CL B 35671D857   58,087,063 1,364,591 SH   SOLE   1,364,591 0 0
FRESHPET INC COM 358039105   7,231,446 83,350 SH   SOLE   83,350 0 0
GROCERY OUTLET HLDG CORP COM 39874R101   3,409,389 126,461 SH   SOLE   126,461 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109   10,943,601 35,970 SH   SOLE   35,970 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   30,966,560 462,410 SH   SOLE   456,079 0 6,331
HARMONIC INC COM 413160102   12,008,184 921,312 SH   SOLE   921,312 0 0
HOME DEPOT INC COM 437076102   176,839,613 510,286 SH   SOLE   510,286 0 0
H WORLD GROUP LTD SPONSORED ADS 44332N106   9,590,405 287,410 SH   SOLE   287,410 0 0
ITT INC COM 45073V108   14,157,384 118,764 SH   SOLE   118,764 0 0
ICICI BANK LIMITED ADR 45104G104   5,155,789 216,112 SH   SOLE   216,112 0 0
INFOSYS LTD SPONSORED ADR 456788108   1,098,085 59,707 SH   SOLE   59,707 0 0
ING GROEP N.V. SPONSORED ADR 456837103   7,620,494 510,479 SH   SOLE   505,922 0 4,557
INSPIRE MED SYS INC COM 457730109   5,057,473 24,861 SH   SOLE   24,861 0 0
INVESCO DB MULTI-SECTOR COMM AGRICULTURE FD 46140H106   411,108 19,822 SH   SOLE   19,822 0 0
INVESCO DB MULTI-SECTOR COMM BASE METALS FD 46140H700   629,740 34,412 SH   SOLE   34,412 0 0
ISHARES TR MSCI EMG MKT ETF 464287234   692,137 17,213 SH   SOLE   17,213 0 0
ISHARES TR MSCI EAFE ETF 464287465   10,861,998 144,218 SH   SOLE   142,993 0 1,225
ISHARES TR MSCI ACWI EX US 464288240   6,375,100 124,905 SH   SOLE   123,817 0 1,088
ITAU UNIBANCO HLDG S A SPON ADR REP PFD 465562106   1,321,402 191,537 SH   SOLE   191,537 0 0
JPMORGAN CHASE & CO COM 46625H100   282,724,231 1,662,106 SH   SOLE   1,662,106 0 0
JACOBS SOLUTIONS INC COM 46982L108   804,241 6,196 SH   SOLE   6,196 0 0
KEMPER CORP COM 488401100   8,109,493 166,622 SH   SOLE   166,622 0 0
KITE RLTY GROUP TR COM NEW 49803T300   10,708,620 468,817 SH   SOLE   468,817 0 0
KRANESHARES TR GLOBAL CARB STRA 500767678   2,689,204 73,697 SH   SOLE   73,697 0 0
LPL FINL HLDGS INC COM 50212V100   14,103,265 61,841 SH   SOLE   61,841 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109   24,531,333 116,472 SH   SOLE   116,472 0 0
LAMB WESTON HLDGS INC COM 513272104   519,397 4,837 SH   SOLE   4,837 0 0
LAUDER ESTEE COS INC CL A 518439104   7,302,848 49,934 SH   SOLE   49,934 0 0
LIBERTY ENERGY INC COM CL A 53115L104   7,665,102 422,800 SH   SOLE   422,800 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   5,569,076 88,216 SH   SOLE   88,216 0 0
LIVENT CORP COM 53814L108   3,248,501 180,673 SH   SOLE   180,673 0 0
MYR GROUP INC DEL COM 55405W104   16,571,416 114,578 SH   SOLE   114,578 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100   6,117,504 65,815 SH   SOLE   65,815 0 0
MASTERCARD INCORPORATED CL A 57636Q104   46,875,346 109,924 SH   SOLE   108,923 0 1,001
MATADOR RES CO COM 576485205   9,259,480 162,847 SH   SOLE   162,847 0 0
MERCADOLIBRE INC COM 58733R102   53,041,652 33,749 SH   SOLE   33,558 0 191
MERCK & CO INC COM 58933Y105   219,738,641 2,015,581 SH   SOLE   2,015,581 0 0
MICROSOFT CORP COM 594918104   5,496,953 14,618 SH   SOLE   14,618 0 0
MICRON TECHNOLOGY INC COM 595112103   22,515,419 263,993 SH   SOLE   260,580 0 3,413
MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104   3,827,028 441,417 SH   SOLE   437,320 0 4,097
MONOLITHIC PWR SYS INC COM 609839105   5,222,858 8,280 SH   SOLE   8,280 0 0
NETEASE INC SPONSORED ADS 64110W102   10,184,065 109,318 SH   SOLE   109,318 0 0
NOVARTIS AG SPONSORED ADR 66987V109   690,029 6,834 SH   SOLE   6,834 0 0
NOVO-NORDISK A S ADR 670100205   88,827,032 858,210 SH   SOLE   850,103 0 8,107
NVIDIA CORPORATION COM 67066G104   39,458,469 79,536 SH   SOLE   79,413 0 123
ONTO INNOVATION INC COM 683344105   7,102,970 46,455 SH   SOLE   46,455 0 0
OPEN TEXT CORP COM 683715106   1,795,367 42,700 SH   SOLE   42,700 0 0
ORANGE SPONSORED ADR 684060106   8,662,409 753,870 SH   SOLE   747,644 0 6,226
PJT PARTNERS INC COM CL A 69343T107   7,155,756 70,244 SH   SOLE   70,244 0 0
PNM RES INC COM 69349H107   10,039,225 241,832 SH   SOLE   241,832 0 0
P T TELEKOMUNIKASI INDONESIA SPONSORED ADR 715684106   759,059 29,841 SH   SOLE   29,841 0 0
PETIQ INC COM CL A 71639T106   12,660,218 641,924 SH   SOLE   641,924 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408   122,117,496 7,646,681 SH   SOLE   7,646,681 0 0
PFIZER INC COM 717081103   227,524,549 7,902,902 SH   SOLE   7,902,902 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   35,447,536 242,212 SH   SOLE   241,388 0 824
PINNACLE FINL PARTNERS INC COM 72346Q104   13,990,747 160,429 SH   SOLE   160,429 0 0
POOL CORP COM 73278L105   15,755,559 39,548 SH   SOLE   39,548 0 0
PURE STORAGE INC CL A 74624M102   13,747,699 385,132 SH   SOLE   385,132 0 0
QORVO INC COM 74736K101   16,526,193 146,756 SH   SOLE   146,756 0 0
QUALCOMM INC COM 747525103   279,334,477 1,931,373 SH   SOLE   1,931,373 0 0
QUANTA SVCS INC COM 74762E102   1,163,115 5,658 SH   SOLE   5,658 0 0
RAMBUS INC DEL COM 750917106   5,613,631 82,251 SH   SOLE   82,251 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100   216,683,943 11,180,802 SH   SOLE   11,180,802 0 0
REPLIGEN CORP COM 759916109   6,919,603 38,485 SH   SOLE   38,485 0 0
REPAY HLDGS CORP COM CL A 76029L100   13,001,297 1,523,609 SH   SOLE   1,523,609 0 0
SHELL PLC SPON ADS 780259305   6,434,469 98,088 SH   SOLE   97,326 0 762
RYAN SPECIALTY HOLDINGS INC CL A 78351F107   6,053,990 140,725 SH   SOLE   140,725 0 0
SPDR GOLD TR GOLD SHS 78463V107   1,016,642 5,318 SH   SOLE   5,318 0 0
SAIA INC COM 78709Y105   6,292,401 14,359 SH   SOLE   14,359 0 0
SAP SE SPON ADR 803054204   7,954,680 51,602 SH   SOLE   51,126 0 476
SAREPTA THERAPEUTICS INC COM 803607100   3,890,468 40,345 SH   SOLE   40,345 0 0
SCHWAB CHARLES CORP COM 808513105   68,690,677 998,411 SH   SOLE   998,411 0 0
SCOTTS MIRACLE-GRO CO CL A 810186106   5,399,051 84,691 SH   SOLE   84,691 0 0
SEA LTD SPONSORD ADS 81141R100   1,494,450 36,900 SH   SOLE   36,900 0 0
SENDAS DISTRIBUIDORA S A SPON ADS 81689T104   917,559 64,719 SH   SOLE   64,719 0 0
SENSIENT TECHNOLOGIES CORP COM 81725T100   11,492,788 174,276 SH   SOLE   174,276 0 0
SERVICENOW INC COM 81762P102   5,832,075 8,255 SH   SOLE   8,255 0 0
SHIFT4 PMTS INC CL A 82452J109   6,276,155 84,425 SH   SOLE   84,425 0 0
SHOCKWAVE MED INC COM 82489T104   7,221,081 37,894 SH   SOLE   37,894 0 0
SHOPIFY INC CL A 82509L107   29,409,132 377,541 SH   SOLE   374,243 0 3,298
SLR INVESTMENT CORP COM 83413U100   65,209,143 4,338,599 SH   SOLE   4,338,599 0 0
SONY GROUP CORP SPONSORED ADR 835699307   14,843,256 157,282 SH   SOLE   156,310 0 972
SUNOPTA INC COM 8676EP108   10,933,490 1,999,324 SH   SOLE   1,999,324 0 0
SURGERY PARTNERS INC COM 86881A100   3,050,918 95,371 SH   SOLE   95,371 0 0
TJX COS INC NEW COM 872540109   49,711,514 529,917 SH   SOLE   529,917 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   124,703,700 1,200,386 SH   SOLE   1,193,556 0 6,830
TC ENERGY CORP COM 87807B107   98,844,093 2,529,347 SH   SOLE   2,529,347 0 0
TECK RESOURCES LTD CL B 878742204   29,019,389 686,958 SH   SOLE   680,534 0 6,424
TELEDYNE TECHNOLOGIES INC COM 879360105   4,424,591 9,924 SH   SOLE   9,924 0 0
TETRA TECH INC NEW COM 88162G103   11,280,462 67,576 SH   SOLE   67,576 0 0
TOTALENERGIES SE SPONSORED ADS 89151E109   26,012,280 386,650 SH   SOLE   381,155 0 5,495
TRADEWEB MKTS INC CL A 892672106   3,381,827 37,212 SH   SOLE   37,212 0 0
TRANSUNION COM 89400J107   17,106,179 248,962 SH   SOLE   248,962 0 0
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775   293,686 5,231 SH   SOLE   5,098 0 133
VERTIV HOLDINGS CO COM CL A 92537N108   19,636,249 408,833 SH   SOLE   408,833 0 0
VESTA REAL ESTATE CORP ADS 92540K109   14,598,825 368,974 SH   SOLE   368,974 0 0
VISA INC COM CL A 92826C839   28,134,869 108,050 SH   SOLE   107,102 0 948
VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308   13,528,176 1,550,534 SH   SOLE   1,546,705 0 3,829
WALKER & DUNLOP INC COM 93148P102   14,253,884 128,739 SH   SOLE   128,739 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104   1,692,069 148,688 SH   SOLE   148,688 0 0
ELME COMMUNITIES SH BEN INT 939653101   34,392,753 2,355,668 SH   SOLE   2,355,668 0 0
WASTE CONNECTIONS INC COM 94106B101   10,453,975 70,034 SH   SOLE   70,034 0 0
WESTERN ALLIANCE BANCORP COM 957638109   10,624,888 161,497 SH   SOLE   161,497 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104   6,301,423 141,605 SH   SOLE   141,605 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105   10,755,642 133,760 SH   SOLE   133,760 0 0
XPO INC COM 983793100   9,755,818 111,496 SH   SOLE   111,496 0 0
YETI HLDGS INC COM 98585X104   12,797,322 247,586 SH   SOLE   247,586 0 0
YUM CHINA HLDGS INC COM 98850P109   19,330,053 455,673 SH   SOLE   455,673 0 0
AON PLC SHS CL A G0403H108   12,240,210 42,049 SH   SOLE   41,682 0 367
CREDICORP LTD COM G2519Y108   12,152,119 81,089 SH   SOLE   81,089 0 0
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105   3,371,231 173,150 SH   SOLE   173,150 0 0
DLOCAL LTD CLASS A COM G29018101   6,643,915 375,575 SH   SOLE   372,008 0 3,567
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109   703,865 209,213 SH   SOLE   209,213 0 0
ICON PLC SHS G4705A100   31,190,627 110,257 SH   SOLE   109,199 0 1,058
LINDE PLC SHS G54950103   97,057,994 235,282 SH   SOLE   234,989 0 293
MEDTRONIC PLC SHS G5960L103   76,250,269 925,592 SH   SOLE   925,592 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   4,565,977 548,137 SH   SOLE   543,977 0 4,160
PROTHENA CORP PLC SHS G72800108   929,977 25,591 SH   SOLE   25,591 0 0
TECHNIPFMC PLC COM G87110105   18,843,588 936,596 SH   SOLE   936,596 0 0
ALCON AG ORD SHS H01301128   35,392,505 434,869 SH   SOLE   433,876 0 993
UBS GROUP AG SHS H42097107   351,179 11,365 SH   SOLE   11,365 0 0
ON HLDG AG NAMEN AKT A H5919C104   4,688,168 173,829 SH   SOLE   173,829 0 0
GLOBANT S A COM L44385109   21,154,103 89,091 SH   SOLE   88,308 0 783
CYBERARK SOFTWARE LTD SHS M2682V108   5,549,413 25,334 SH   SOLE   25,334 0 0
MONDAY COM LTD SHS M7S64H106   5,185,059 27,608 SH   SOLE   27,608 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   35,013,370 46,425 SH   SOLE   45,488 0 937
FERRARI N V COM N3167Y103   39,345,592 116,224 SH   SOLE   115,098 0 1,126
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100   186,451,310 1,960,994 SH   SOLE   1,960,994 0 0
STELLANTIS N.V SHS N82405106   73,530,258 3,150,333 SH   SOLE   3,150,333 0 0
STEVANATO GROUP S P A ORD SHS T9224W109   4,689,514 171,840 SH   SOLE   171,840 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109   1,739,360 37,848 SH   SOLE   37,848 0 0