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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M Co COM 88579Y101   3,026,327 28,792 SH   SOLE   28,792 0 0
Abbott Laboratories COM 002824100   8,199,731 80,977 SH   SOLE   80,977 0 0
AbbVie Inc COM 00287Y109   538,941,872 3,381,702 SH   SOLE   3,287,917 0 93,785
Acadia Healthcare Co Inc COM 00404A109   10,570,855 146,309 SH   SOLE   131,274 0 15,035
Accenture PLC SHS CLASS A G1151C101   337,987,601 1,182,560 SH   SOLE   1,112,330 0 70,230
Activision Blizzard Inc COM 00507V109   101,118,232 1,181,426 SH   SOLE   1,176,426 0 5,000
Adobe Inc COM 00724F101   661,869,645 1,717,491 SH   SOLE   1,677,178 0 40,313
Advance Auto Parts Inc COM 00751Y106   23,674,177 194,673 SH   SOLE   133,437 0 61,236
Advanced Drainage Systems Inc COM 00790R104   20,846,952 247,559 SH   SOLE   247,175 0 384
Advanced Energy Industries Inc COM 007973100   14,349,120 146,420 SH   SOLE   131,281 0 15,139
Advanced Micro Devices Inc COM 007903107   1,922,662 19,617 SH   SOLE   19,617 0 0
AES Corp/The COM 00130H105   147,986,837 6,145,633 SH   SOLE   5,994,084 0 151,549
AGNC Investment Corp COM 00123Q104   31,002,028 3,075,598 SH   SOLE   2,933,672 0 141,926
Air Products and Chemicals Inc COM 009158106   324,466,026 1,129,717 SH   SOLE   1,111,681 0 18,036
Airbnb Inc COM CL A 009066101   218,264,169 1,754,535 SH   SOLE   1,710,937 0 43,598
Alaska Air Group Inc COM 011659109   39,829,869 949,234 SH   SOLE   904,908 0 44,326
Albany International Corp CL A 012348108   50,204,863 561,827 SH   SOLE   561,696 0 131
Alcon Inc ORD SHS H01301128   751,945,180 10,659,841 SH   SOLE   10,389,297 0 270,544
Alexander & Baldwin Inc COM 014491104   2,744,673 145,144 SH   SOLE   97,244 0 47,900
Alexandria Real Estate Equities Inc COM 015271109   47,135,876 375,316 SH   SOLE   374,749 0 567
Allegro MicroSystems Inc COM 01749D105   180,395,610 3,759,025 SH   SOLE   3,758,247 0 778
Alnylam Pharmaceuticals Inc COM 02043Q107   15,279,208 76,274 SH   SOLE   76,274 0 0
Alphabet Inc CAP STK CL C 02079K107   145,705,976 1,401,019 SH   SOLE   1,393,833 0 7,186
Alphabet Inc CAP STK CL A 02079K305   342,064,145 3,297,640 SH   SOLE   3,086,066 0 211,574
Amarin Corp PLC SPONS ADR NEW 023111206   803,733 535,822 SH   SOLE   535,822 0 0
Amazon.com Inc COM 023135106   2,100,910,266 20,339,919 SH   SOLE   19,795,727 0 544,192
AMC Networks Inc CL A 00164V103   30,171,504 1,716,240 SH   SOLE   1,679,000 0 37,240
Amdocs Ltd SHS G02602103   765,359 7,970 SH   SOLE   0 0 7,970
Ameren Corp COM 023608102   51,910,501 600,886 SH   SOLE   599,938 0 948
American Airlines Group Inc NOTE 6.500% 7/0 02376RAF9   745,040 6,433,000 PRN   SOLE   6,433,000 0 0
American Electric Power Co Inc COM 025537101   43,751,632 480,840 SH   SOLE   480,840 0 0
American Equity Investment Life Holding Co COM 025676206   89,172,658 2,443,756 SH   SOLE   2,443,281 0 475
American Express Co COM 025816109   210,656,442 1,277,093 SH   SOLE   1,244,342 0 32,751
American Homes 4 Rent CL A 02665T306   42,060,057 1,337,363 SH   SOLE   1,276,266 0 61,097
American International Group Inc COM NEW 026874784   328,625,117 6,525,519 SH   SOLE   6,388,838 0 136,681
American Tower Corp COM 03027X100   552,020,734 2,701,482 SH   SOLE   2,639,815 0 61,667
American Water Works Co Inc COM 030420103   3,872,610 26,436 SH   SOLE   26,436 0 0
Americold Realty Trust Inc COM 03064D108   68,501,736 2,407,794 SH   SOLE   2,406,033 0 1,761
Amgen Inc COM 031162100   103,666,643 428,818 SH   SOLE   421,106 0 7,712
Amphenol Corp CL A 032095101   10,128,622 123,943 SH   SOLE   123,943 0 0
Analog Devices Inc COM 032654105   401,934 2,038 SH   SOLE   2,038 0 0
Anheuser-Busch InBev SA/NV SPONSORED ADR 03524A108   7,868,374 117,914 SH   SOLE   76,549 0 41,365
Anterix Inc COM 03676C100   10,372,725 313,944 SH   SOLE   283,218 0 30,726
Antero Midstream Corp COM 03676B102   71,085,412 6,776,493 SH   SOLE   6,776,493 0 0
APA Corp COM 03743Q108   83,589,335 2,318,063 SH   SOLE   2,282,444 0 35,619
Apartment Income REIT Corp COM 03750L109   5,220,919 145,795 SH   SOLE   145,795 0 0
API Group Corp COM STK 00187Y100   114,363,808 5,087,358 SH   SOLE   5,082,339 0 5,019
Apollo Global Management Inc COM 03769M106   548,979,517 8,691,886 SH   SOLE   8,423,373 0 268,513
Apple Inc COM 037833100   3,115,596,691 18,893,855 SH   SOLE   18,238,405 0 655,450
Applied Materials Inc COM 038222105   23,390,760 190,432 SH   SOLE   182,189 0 8,243
AppLovin Corp COM CL A 03831W108   934,763 59,350 SH   SOLE   59,350 0 0
Aptiv PLC SHS G6095L109   519,148,446 4,627,404 SH   SOLE   4,460,862 0 166,542
ArcelorMittal SA NY REGISTRY SH 03938L203   102,938,294 3,417,606 SH   SOLE   3,400,715 0 16,891
Arch Capital Group Ltd ORD G0450A105   59,370,934 874,774 SH   SOLE   854,004 0 20,770
Archer-Daniels-Midland Co COM 039483102   6,259,683 78,580 SH   SOLE   78,580 0 0
Arcos Dorados Holdings Inc SHS CLASS -A - G0457F107   5,563,174 721,553 SH   SOLE   369,061 0 352,492
Ares Capital Corp COM 04010L103   16,027,011 876,991 SH   SOLE   876,991 0 0
Argenx SE SPONSORED ADR 04016X101   49,420,502 132,644 SH   SOLE   132,644 0 0
Aris Water Solutions Inc CLASS A COM 04041L106   4,227,493 542,682 SH   SOLE   542,682 0 0
Arista Networks Inc COM 040413106   49,698,646 296,072 SH   SOLE   295,563 0 509
Ashland Inc COM 044186104   120,575,212 1,173,938 SH   SOLE   1,172,955 0 983
ASML Holding NV N Y REGISTRY SHS N07059210   817,631,369 1,201,145 SH   SOLE   1,154,224 0 46,921
Aspen Technology Inc COM 29109X106   109,203,451 477,142 SH   SOLE   476,840 0 302
Assurant Inc COM 04621X108   2,503,099 20,847 SH   SOLE   20,847 0 0
Assured Guaranty Ltd COM G0585R106   13,036,438 259,328 SH   SOLE   234,485 0 24,843
AstraZeneca PLC SPONSORED ADR 046353108   46,718,564 673,081 SH   SOLE   645,242 0 27,839
AT&T Inc COM 00206R102   808,757 42,013 SH   SOLE   42,013 0 0
Atkore Inc COM 047649108   17,300,952 123,156 SH   SOLE   123,156 0 0
Atlas Energy Solutions Inc COM CLASS A 04930R107   29,289,042 1,719,850 SH   SOLE   1,719,834 0 16
Atlassian Corp Ltd CL A 049468101   373,607,432 2,182,669 SH   SOLE   2,122,578 0 60,091
Atmos Energy Corp COM 049560105   421,350 3,750 SH   SOLE   3,750 0 0
Autodesk Inc COM 052769106   629,742,351 3,025,280 SH   SOLE   2,951,958 0 73,322
Automatic Data Processing Inc COM 053015103   189,232,629 849,987 SH   SOLE   842,071 0 7,916
AutoZone Inc COM 053332102   24,581,500 10,000 SH   SOLE   10,000 0 0
AvalonBay Communities Inc COM 053484101   294,529,072 1,752,523 SH   SOLE   1,697,374 0 55,149
Avantor Inc COM 05352A100   45,078,081 2,132,360 SH   SOLE   2,129,031 0 3,329
Avient Corp COM 05368V106   11,681,771 283,814 SH   SOLE   254,571 0 29,243
Azenta Inc COM 114340102   42,582,684 954,341 SH   SOLE   954,129 0 212
Baidu Inc SPON ADR REP A 056752108   269,694 1,787 SH   SOLE   249 0 1,538
Baker Hughes Co CL A 05722G100   159,599,790 5,530,138 SH   SOLE   5,445,412 0 84,726
Balchem Corp COM 057665200   66,153,903 523,038 SH   SOLE   522,915 0 123
Ball Corp COM 058498106   107,400,487 1,948,838 SH   SOLE   1,727,828 0 221,010
Banco Bilbao Vizcaya Argentaria SA SPONSORED ADR 05946K101   8,237,330 1,168,416 SH   SOLE   704,727 0 463,689
Bank of America Corp COM 060505104   402,626,173 14,077,838 SH   SOLE   13,761,794 0 316,044
Bank of New York Mellon Corp/The COM 064058100   83,673,189 1,841,399 SH   SOLE   1,799,172 0 42,227
Bank OZK COM 06417N103   15,018,829 439,147 SH   SOLE   398,716 0 40,431
Barclays PLC ADR 06738E204   293,000 40,751 SH   SOLE   40,751 0 0
Barings BDC Inc COM 06759L103   3,036,034 382,372 SH   SOLE   382,372 0 0
Barrick Gold Corp COM 067901108   28,780,510 1,549,839 SH   SOLE   1,511,990 0 37,849
Becton Dickinson & Co COM 075887109   728,869,432 2,944,451 SH   SOLE   2,865,758 0 78,693
Bentley Systems Inc COM CL B 08265T208   70,691,609 1,644,373 SH   SOLE   1,643,205 0 1,168
Berkshire Hathaway Inc CL A 084670108   281,688,000 605 SH   SOLE   605 0 0
Berkshire Hathaway Inc CL B NEW 084670702   258,167,204 836,115 SH   SOLE   818,169 0 17,946
BigCommerce Holdings Inc COM SER 1 08975P108   10,126,836 1,132,756 SH   SOLE   1,012,172 0 120,584
Biogen Inc COM 09062X103   518,455,005 1,864,745 SH   SOLE   1,822,200 0 42,545
Biohaven Ltd. COM G1110E107   5,895,920 431,619 SH   SOLE   431,489 0 130
BioMarin Pharmaceutical Inc COM 09061G101   45,808,111 471,083 SH   SOLE   336,570 0 134,513
BioNTech SE SPONSORED ADS 09075V102   31,326,385 251,476 SH   SOLE   238,007 0 13,469
Bio-Techne Corp COM 09073M104   64,959,407 875,582 SH   SOLE   874,828 0 754
BJ's Wholesale Club Holdings Inc COM 05550J101   319,453,835 4,199,472 SH   SOLE   4,198,718 0 754
Black Hills Corp COM 092113109   8,629,601 136,761 SH   SOLE   136,690 0 71
Black Knight Inc COM 09215C105   121,115,155 2,104,155 SH   SOLE   2,086,743 0 17,412
BlackRock Inc COM 09247X101   46,233,460 69,096 SH   SOLE   52,085 0 17,011
Blackstone Inc COM 09260D107   47,480,134 540,530 SH   SOLE   540,530 0 0
Bloom Energy Corp COM CL A 093712107   122,325,019 6,137,733 SH   SOLE   5,833,892 0 303,841
Bloomin' Brands Inc COM 094235108   87,919,489 3,427,660 SH   SOLE   3,256,508 0 171,152
Blue Owl Capital Inc COM CL A 09581B103   49,410,792 4,459,458 SH   SOLE   4,455,149 0 4,309
Boeing Co/The COM 097023105   973,779 4,584 SH   SOLE   4,584 0 0
Booking Holdings Inc COM 09857L108   55,231,133 20,823 SH   SOLE   14,912 0 5,911
Boston Scientific Corp COM 101137107   326,096 6,518 SH   SOLE   6,518 0 0
Boston Scientific Corp 5.50% CNV PFD A 101137206   3,887,563 32,118 SH   SOLE   32,118 0 0
BP PLC SPONSORED ADR 055622104   4,813,291 126,866 SH   SOLE   120,016 0 6,850
Bristol-Myers Squibb Co COM 110122108   8,094,485 116,787 SH   SOLE   116,787 0 0
Broadcom Inc COM 11135F101   1,409,571,401 2,197,168 SH   SOLE   2,140,776 0 56,392
Brookfield Infrastructure Partners LP LP INT UNIT G16252101   59,898,693 1,773,725 SH   SOLE   1,773,725 0 0
Brookfield Renewable Corp CL A SUB VTG 11284V105   50,718,740 1,451,180 SH   SOLE   1,033,027 0 418,153
Brookfield Renewable Partners LP PARTNERSHIP UNIT G16258108   10,386,290 329,619 SH   SOLE   329,619 0 0
Bumble Inc COM CL A 12047B105   949,661 48,576 SH   SOLE   48,576 0 0
Burlington Stores Inc COM 122017106   94,305,519 466,628 SH   SOLE   466,628 0 0
BWX Technologies Inc COM 05605H100   58,550,876 928,789 SH   SOLE   910,362 0 18,427
Cactus Inc CL A 127203107   85,766,606 2,080,199 SH   SOLE   2,079,745 0 454
Cadence Bank COM 12740C103   14,911,592 718,285 SH   SOLE   650,480 0 67,805
CAE Inc COM 124765108   58,184,200 2,571,109 SH   SOLE   2,571,109 0 0
Calavo Growers Inc COM 128246105   18,352,819 637,915 SH   SOLE   637,777 0 138
Canadian Pacific Railway Ltd COM 13645T100   351,369,210 4,566,795 SH   SOLE   4,487,088 0 79,707
Capital One Financial Corp COM 14040H105   230,653,893 2,398,647 SH   SOLE   2,343,646 0 55,001
Cara Therapeutics Inc COM 140755109   2,383,978 485,535 SH   SOLE   437,710 0 47,825
CareMax Inc COM CL A 14171W103   4,344,397 1,627,115 SH   SOLE   1,467,066 0 160,049
Carrier Global Corp COM 14448C104   3,456,733 75,557 SH   SOLE   75,557 0 0
Casey's General Stores Inc COM 147528103   273,215,397 1,262,198 SH   SOLE   1,261,624 0 574
Caterpillar Inc COM 149123101   2,748,826 12,012 SH   SOLE   12,012 0 0
CBRE Group Inc CL A 12504L109   36,459,462 500,748 SH   SOLE   500,748 0 0
CDW Corp/DE COM 12514G108   50,973,012 261,548 SH   SOLE   260,996 0 552
CenterPoint Energy Inc COM 15189T107   2,132,609 72,390 SH   SOLE   72,390 0 0
Centrais Eletricas Brasileiras SA SPON ADR PFD B 15234Q108   338,229 46,460 SH   SOLE   46,460 0 0
Century Communities Inc COM 156504300   23,601,921 369,242 SH   SOLE   332,449 0 36,793
Certara Inc COM 15687V109   93,493,613 3,877,794 SH   SOLE   3,876,901 0 893
ChampionX Corp COM 15872M104   124,512,468 4,589,475 SH   SOLE   4,588,868 0 607
Charles River Laboratories International Inc COM 159864107   283,967,580 1,407,034 SH   SOLE   1,379,523 0 27,511
Charles Schwab Corp/The COM 808513105   81,555,955 1,557,006 SH   SOLE   1,370,822 0 186,184
Charter Communications Inc CL A 16119P108   121,973,815 341,081 SH   SOLE   333,662 0 7,419
Chegg Inc COM 163092109   47,119,813 2,890,786 SH   SOLE   2,890,308 0 478
Cheniere Energy Inc COM NEW 16411R208   289,826 1,839 SH   SOLE   1,839 0 0
Cheniere Energy Partners LP COM UNIT 16411Q101   52,568,640 1,110,918 SH   SOLE   1,110,918 0 0
Chesapeake Energy Corp COM 165167735   202,149,089 2,658,457 SH   SOLE   2,584,491 0 73,966
Chevron Corp COM 166764100   340,994,805 2,089,941 SH   SOLE   2,078,096 0 11,845
Chipotle Mexican Grill Inc COM 169656105   5,733,021 3,356 SH   SOLE   3,022 0 334
Chubb Ltd COM H1467J104   36,435,428 187,637 SH   SOLE   145,287 0 42,350
Cisco Systems Inc COM 17275R102   602,372,076 11,523,139 SH   SOLE   10,906,810 0 616,329
Clean Energy Fuels Corp COM 184499101   1,608,936 369,022 SH   SOLE   0 0 369,022
Clean Harbors Inc COM 184496107   9,234,027 64,773 SH   SOLE   64,773 0 0
Clear Secure Inc COM CL A 18467V109   32,786,483 1,252,827 SH   SOLE   1,252,827 0 0
ClearBridge Energy Midstream Opportunity Fund Inc COM 18469P209   1,797,504 63,651 SH   SOLE   63,651 0 0
ClearBridge MLP & Midstream Fund Inc COM 184692200   1,824,373 56,360 SH   SOLE   56,360 0 0
Clearway Energy Inc CL C 18539C204   314,271 10,031 SH   SOLE   10,031 0 0
CME Group Inc COM 12572Q105   149,371,020 779,924 SH   SOLE   774,988 0 4,936
CNH Industrial NV SHS N20944109   73,147,581 4,790,280 SH   SOLE   4,169,963 0 620,317
CNX Resources Corp COM 12653C108   10,573,570 660,023 SH   SOLE   659,791 0 232
Coca-Cola Co/The COM 191216100   545,896,522 8,800,524 SH   SOLE   8,592,052 0 208,472
Coca-Cola Femsa SAB de CV SPONSORD ADR REP 191241108   11,066,754 137,526 SH   SOLE   96,785 0 40,741
Cohen & Steers Inc COM 19247A100   82,503,795 1,289,928 SH   SOLE   1,289,928 0 0
Colgate-Palmolive Co COM 194162103   57,132,829 760,251 SH   SOLE   586,518 0 173,733
Comcast Corp CL A 20030N101   1,458,076,261 38,461,521 SH   SOLE   37,453,280 0 1,008,241
Commercial Metals Co COM 201723103   10,936,354 223,647 SH   SOLE   202,668 0 20,979
CommVault Systems Inc COM 204166102   18,901,568 333,126 SH   SOLE   300,956 0 32,170
ConocoPhillips COM 20825C104   252,349,718 2,543,592 SH   SOLE   2,523,163 0 20,429
Consolidated Edison Inc COM 209115104   2,190,371 22,895 SH   SOLE   21,897 0 998
Constellation Brands Inc CL A 21036P108   93,362,596 413,310 SH   SOLE   413,310 0 0
Constellation Energy Corp COM 21037T109   94,987,187 1,210,028 SH   SOLE   1,182,103 0 27,925
Constellium SE CL A SHS F21107101   12,990,660 850,174 SH   SOLE   765,890 0 84,284
Cooper Cos Inc/The COM NEW 216648402   46,142,069 123,586 SH   SOLE   88,719 0 34,867
Copart Inc COM 217204106   79,878,962 1,062,079 SH   SOLE   1,062,079 0 0
Corning Inc COM 219350105   3,378,236 95,755 SH   SOLE   95,755 0 0
Corporate Office Properties Trust SH BEN INT 22002T108   19,172,961 808,644 SH   SOLE   731,599 0 77,045
Corteva Inc COM 22052L104   53,204,432 882,183 SH   SOLE   844,318 0 37,865
CoStar Group Inc COM 22160N109   36,593,869 531,501 SH   SOLE   531,501 0 0
Costco Wholesale Corp COM 22160K105   84,527,664 170,120 SH   SOLE   129,269 0 40,851
Coty Inc COM CL A 222070203   201,291,911 16,690,872 SH   SOLE   16,485,164 0 205,708
Crane Holdings Co COM 224441105   13,552,001 119,401 SH   SOLE   106,760 0 12,641
Crestwood Equity Partners LP UNIT LTD PARTNER 226344208   61,724,636 2,475,918 SH   SOLE   2,475,918 0 0
CRH PLC ADR 12626K203   50,761,061 997,858 SH   SOLE   967,338 0 30,520
Crocs Inc COM 227046109   60,445,527 478,057 SH   SOLE   478,057 0 0
CrossAmerica Partners LP UT LTD PTN INT 22758A105   15,028,709 699,335 SH   SOLE   699,335 0 0
Crowdstrike Holdings Inc CL A 22788C105   452,621,924 3,297,552 SH   SOLE   3,205,063 0 92,489
Crown Castle Inc COM 22822V101   3,620,238 27,049 SH   SOLE   27,049 0 0
CryoPort Inc COM PAR $0.001 229050307   30,184,076 1,257,670 SH   SOLE   1,257,389 0 281
CSX Corp COM 126408103   1,889,669 63,115 SH   SOLE   63,115 0 0
Cummins Inc COM 231021106   213,559 894 SH   SOLE   894 0 0
Custom Truck One Source Inc COM CL A 23204X103   12,523,578 1,844,415 SH   SOLE   1,670,924 0 173,491
CVS Health Corp COM 126650100   156,072,488 2,100,289 SH   SOLE   1,878,329 0 221,960
Danaher Corp COM 235851102   99,028,549 392,908 SH   SOLE   326,441 0 66,467
Danaher Corp 5% CONV PFD B 235851409   4,346,808 3,411 SH   SOLE   3,411 0 0
Darden Restaurants Inc COM 237194105   1,215,989 7,837 SH   SOLE   7,837 0 0
Datadog Inc CL A COM 23804L103   7,544,360 103,831 SH   SOLE   103,831 0 0
DCP Midstream LP COM UT LTD PTN 23311P100   37,569,444 900,514 SH   SOLE   900,514 0 0
Deere & Co COM 244199105   272,896,542 660,958 SH   SOLE   609,648 0 51,310
Definitive Healthcare Corp CLASS A COM 24477E103   23,258,089 2,251,509 SH   SOLE   2,250,064 0 1,445
Delek Logistics Partners LP COM UNT RP INT 24664T103   19,239,148 405,718 SH   SOLE   405,718 0 0
Devon Energy Corp COM 25179M103   589,724 11,652 SH   SOLE   11,652 0 0
DexCom Inc COM 252131107   478,851,229 4,121,632 SH   SOLE   4,010,631 0 111,001
Diageo PLC SPON ADR NEW 25243Q205   432,057,080 2,384,684 SH   SOLE   2,338,340 0 46,343
DISH Network Corp CL A 25470M109   41,485,832 4,446,499 SH   SOLE   4,341,028 0 105,471
DocuSign Inc COM 256163106   162,447,140 2,786,400 SH   SOLE   2,716,606 0 69,794
Dolby Laboratories Inc COM CL A 25659T107   240,717,240 2,818,043 SH   SOLE   2,737,095 0 80,948
Doximity Inc CL A 26622P107   219,356,234 6,774,436 SH   SOLE   6,662,678 0 111,758
DT Midstream Inc COMMON STOCK 23345M107   29,965,172 606,951 SH   SOLE   606,951 0 0
DTE Energy Co COM 233331107   67,301,641 614,402 SH   SOLE   604,390 0 10,012
Duke Energy Corp COM NEW 26441C204   1,342,380 13,915 SH   SOLE   13,915 0 0
DuPont de Nemours Inc COM 26614N102   4,200,124 58,522 SH   SOLE   58,522 0 0
Dutch Bros Inc CL A 26701L100   17,257,239 545,597 SH   SOLE   545,474 0 123
DXC Technology Co COM 23355L106   47,167,610 1,845,368 SH   SOLE   1,762,509 0 82,859
Dynatrace Inc COM NEW 268150109   47,288,904 1,117,941 SH   SOLE   1,117,941 0 0
Eagle Materials Inc COM 26969P108   18,793,876 128,067 SH   SOLE   128,022 0 45
Eaton Corp PLC SHS G29183103   935,611,609 5,460,556 SH   SOLE   5,213,630 0 246,926
Ecolab Inc COM 278865100   126,591,351 764,764 SH   SOLE   687,032 0 77,732
Edison International COM 281020107   413,122,697 5,852,425 SH   SOLE   5,688,505 0 163,920
Element Solutions Inc COM 28618M106   28,074,569 1,453,888 SH   SOLE   1,453,537 0 351
Elevance Health Inc COM 036752103   157,504,139 342,542 SH   SOLE   334,834 0 7,708
Eli Lilly & Co COM 532457108   334,336,527 973,550 SH   SOLE   969,380 0 4,170
Emerson Electric Co COM 291011104   35,992,722 413,045 SH   SOLE   408,478 0 4,567
Enbridge Inc COM 29250N105   579,224,890 15,182,828 SH   SOLE   14,770,709 0 412,119
Encore Capital Group Inc COM 292554102   17,119,343 339,333 SH   SOLE   307,723 0 31,610
Endeavor Group Holdings Inc CL A COM 29260Y109   90,955,671 3,800,906 SH   SOLE   3,799,212 0 1,694
Energy Transfer LP COM UT LTD PTN 29273V100   269,214,344 21,588,961 SH   SOLE   21,588,961 0 0
EnerSys COM 29275Y102   17,800,621 204,887 SH   SOLE   184,880 0 20,007
Enphase Energy Inc COM 29355A107   58,666,438 278,992 SH   SOLE   251,482 0 27,510
Entegris Inc COM 29362U104   1,963,569 23,943 SH   SOLE   23,943 0 0
Entergy Corp COM 29364G103   255,559 2,372 SH   SOLE   2,372 0 0
Enterprise Products Partners LP COM 293792107   341,649,620 13,191,105 SH   SOLE   13,191,105 0 0
Envestnet Inc COM 29404K106   70,011,867 1,193,316 SH   SOLE   1,193,020 0 296
Enviva Inc COM 29415B103   15,981,557 553,378 SH   SOLE   553,378 0 0
EQT Corp COM 26884L109   376,265,720 11,791,467 SH   SOLE   11,532,967 0 258,500
Equinix Inc COM 29444U700   573,184,784 794,942 SH   SOLE   758,971 0 35,971
Equinor ASA SPONSORED ADR 29446M102   208,392 7,330 SH   SOLE   7,330 0 0
Equitable Holdings Inc COM 29452E101   85,808,958 3,379,636 SH   SOLE   3,307,174 0 72,462
Equitrans Midstream Corp COM 294600101   11,974,334 2,071,684 SH   SOLE   2,071,684 0 0
Equity Lifestyle Properties Inc COM 29472R108   5,863,403 87,344 SH   SOLE   87,344 0 0
ERO Copper Corp COM 296006109   352,800 20,000 SH   SOLE   0 0 20,000
Essent Group Ltd COM G3198U102   1,625,950 40,598 SH   SOLE   40,598 0 0
Estee Lauder Cos Inc/The CL A 518439104   490,723,530 1,991,088 SH   SOLE   1,937,774 0 53,314
Etsy Inc COM 29786A106   362,256,570 3,253,899 SH   SOLE   3,137,810 0 116,089
Euronet Worldwide Inc COM 298736109   60,717,906 542,609 SH   SOLE   506,314 0 36,295
Everbridge Inc COM 29978A104   67,731,555 1,953,607 SH   SOLE   1,952,896 0 711
Everest Re Group Ltd COM G3223R108   32,797,138 91,607 SH   SOLE   91,607 0 0
Evergy Inc COM 30034W106   2,462,036 40,282 SH   SOLE   40,282 0 0
Everi Holdings Inc COM 30034T103   16,968,988 989,445 SH   SOLE   901,759 0 87,686
Eversource Energy COM 30040W108   39,123,515 499,917 SH   SOLE   499,003 0 914
Exelon Corp COM 30161N101   65,584,277 1,565,631 SH   SOLE   1,490,392 0 75,239
Expedia Group Inc COM NEW 30212P303   94,366,864 972,553 SH   SOLE   972,203 0 350
Extra Space Storage Inc COM 30225T102   1,644,778 10,095 SH   SOLE   10,095 0 0
Extreme Networks Inc COM 30226D106   11,479,624 600,399 SH   SOLE   537,898 0 62,501
Exxon Mobil Corp COM 30231G102   191,877,141 1,749,746 SH   SOLE   1,740,744 0 9,002
Fastenal Co COM 311900104   373,319 6,921 SH   SOLE   6,921 0 0
Federal Agricultural Mortgage Corp CL C 313148306   852,416 6,400 SH   SOLE   6,400 0 0
FedEx Corp COM 31428X106   1,087,612 4,760 SH   SOLE   4,760 0 0
Fidelity National Information Services Inc COM 31620M106   246,603 4,539 SH   SOLE   4,538 0 1
Fifth Third Bancorp COM 316773100   12,730,739 477,881 SH   SOLE   476,372 0 1,509
Figs Inc CL A 30260D103   4,435,048 716,486 SH   SOLE   716,486 0 0
First Busey Corp COM NEW 319383204   1,266,287 62,256 SH   SOLE   62,256 0 0
Fiserv Inc COM 337738108   125,201,634 1,107,685 SH   SOLE   1,077,349 0 30,336
Five Below Inc COM 33829M101   94,487,199 458,743 SH   SOLE   458,509 0 234
Five9 Inc COM 338307101   37,466,533 518,281 SH   SOLE   518,281 0 0
Floor & Decor Holdings Inc CL A 339750101   17,701,307 180,221 SH   SOLE   180,221 0 0
Fluence Energy Inc COM CL A 34379V103   20,982,605 1,036,178 SH   SOLE   1,036,178 0 0
Fortinet Inc COM 34959E109   81,322,915 1,223,637 SH   SOLE   1,223,637 0 0
Forward Air Corp COM 349853101   106,190,860 985,439 SH   SOLE   985,191 0 248
Fox Factory Holding Corp COM 35138V102   167,100,738 1,376,788 SH   SOLE   1,376,431 0 357
Franklin U.S. Core Bond ETF US CORE BOND ETF 35473P553   562,560 25,879 SH   SOLE   25,879 0 0
Freeport-McMoRan Inc CL B 35671D857   593,141,632 14,498,695 SH   SOLE   14,129,481 0 369,214
Freshworks Inc CLASS A COM 358054104   22,509,696 1,465,475 SH   SOLE   1,465,475 0 0
Gabelli Equity Trust Inc/The COM 362397101   82,082 14,300 SH   SOLE   14,300 0 0
Gambling.com Group Limited ORDINARY SHARES G3R239101   1,694,750 171,014 SH   SOLE   171,014 0 0
Gaming and Leisure Properties Inc COM 36467J108   16,694,812 320,684 SH   SOLE   320,684 0 0
GATX Corp COM 361448103   41,846,350 380,352 SH   SOLE   355,152 0 25,200
GE HealthCare Technologies Inc COMMON STOCK 36266G107   229,848 2,802 SH   SOLE   2,802 0 0
Gen Digital Inc COM 668771108   20,895,606 1,217,693 SH   SOLE   1,113,077 0 104,616
General Electric Co COM NEW 369604301   788,286 8,246 SH   SOLE   8,246 0 0
General Mills Inc COM 370334104   1,333,176 15,600 SH   SOLE   15,600 0 0
General Motors Co COM 37045V100   148,800,389 4,056,717 SH   SOLE   3,919,662 0 137,055
Genesis Energy LP UNIT LTD PARTN 371927104   36,496,205 3,241,226 SH   SOLE   3,241,226 0 0
Gentherm Inc COM 37253A103   205,428 3,400 SH   SOLE   3,400 0 0
Genuine Parts Co COM 372460105   2,690,512 16,081 SH   SOLE   16,081 0 0
Gilead Sciences Inc COM 375558103   98,391,769 1,185,872 SH   SOLE   992,472 0 193,400
Gitlab Inc CLASS A COM 37637K108   18,877,468 550,524 SH   SOLE   550,524 0 0
Global Medical REIT Inc COM NEW 37954A204   3,659,970 401,753 SH   SOLE   401,753 0 0
Global Payments Inc COM 37940X102   1,868,010 17,750 SH   SOLE   17,750 0 0
Globant S.A. COM L44385109   15,294,210 93,270 SH   SOLE   93,270 0 0
Goldman Sachs Group Inc/The COM 38141G104   51,005,935 155,929 SH   SOLE   154,981 0 948
Gray Television Inc COM 389375106   18,662,217 2,140,163 SH   SOLE   1,909,039 0 231,124
Green Plains Inc COM 393222104   2,962,954 95,610 SH   SOLE   47,977 0 47,633
Green Plains Partners LP COM REP PTR IN 393221106   2,540,000 200,000 SH   SOLE   200,000 0 0
Grocery Outlet Holding Corp COM 39874R101   66,866,501 2,366,118 SH   SOLE   2,365,633 0 485
Group 1 Automotive Inc COM 398905109   19,901,331 87,896 SH   SOLE   79,026 0 8,870
GSK PLC SPONSORED ADR 37733W204   1,079,070 30,328 SH   SOLE   32 0 30,296
Guardant Health Inc COM 40131M109   63,373,516 2,703,648 SH   SOLE   2,617,630 0 86,018
GXO Logistics Inc COMMON STOCK 36262G101   124,885,858 2,474,948 SH   SOLE   2,474,686 0 262
H&E Equipment Services Inc COM 404030108   110,653,762 2,501,781 SH   SOLE   2,501,255 0 526
Hain Celestial Group Inc/The COM 405217100   31,832,204 1,856,105 SH   SOLE   1,855,707 0 398
Haleon PLC SPON ADS 405552100   207,695,824 25,515,458 SH   SOLE   24,448,412 0 1,067,046
Halliburton Co COM 406216101   734,058 23,200 SH   SOLE   23,200 0 0
Hamilton Lane Inc CL A 407497106   85,568,286 1,156,641 SH   SOLE   1,156,399 0 242
Hartford Financial Services Group Inc/The COM 416515104   148,188,018 2,126,389 SH   SOLE   1,956,115 0 170,274
Hasbro Inc COM 418056107   37,488,542 698,241 SH   SOLE   697,428 0 813
Hayward Holdings Inc COM 421298100   31,850,311 2,717,603 SH   SOLE   2,716,992 0 611
HealthEquity Inc COM 42226A107   93,491,571 1,592,430 SH   SOLE   1,561,848 0 30,582
Heartland Financial USA Inc COM 42234Q102   1,275,470 33,250 SH   SOLE   33,250 0 0
Helmerich & Payne Inc COM 423452101   9,747,125 272,647 SH   SOLE   272,552 0 95
Hershey Co/The COM 427866108   1,859,737 7,310 SH   SOLE   7,310 0 0
Hess Corp COM 42809H107   93,480,575 706,367 SH   SOLE   693,295 0 13,072
Hess Midstream LP CL A SHS 428103105   60,944,312 2,105,885 SH   SOLE   2,105,885 0 0
HF Sinclair Corp COM 403949100   13,600,798 281,124 SH   SOLE   281,048 0 76
Hillman Solutions Corp COM 431636109   27,248,736 3,236,192 SH   SOLE   3,027,705 0 208,487
Holly Energy Partners LP COM UT LTD PTN 435763107   21,717,138 1,250,267 SH   SOLE   1,250,267 0 0
Home Depot Inc/The COM 437076102   725,309,359 2,457,676 SH   SOLE   2,348,400 0 109,276
Honeywell International Inc COM 438516106   292,718,567 1,531,596 SH   SOLE   1,514,811 0 16,785
Horizon Therapeutics Plc SHS G46188101   72,546,886 664,714 SH   SOLE   664,293 0 421
Houlihan Lokey Inc CL A 441593100   102,806,565 1,175,066 SH   SOLE   1,174,358 0 708
Howard Hughes Corp/The COM 44267D107   24,169,120 302,114 SH   SOLE   302,114 0 0
HSBC Holdings PLC SPON ADR NEW 404280406   324,064 9,495 SH   SOLE   923 0 8,572
HubSpot Inc COM 443573100   623,800,076 1,454,927 SH   SOLE   1,426,497 0 28,430
Huntsman Corp COM 447011107   16,496,060 602,926 SH   SOLE   602,926 0 0
ICF International Inc COM 44925C103   15,355,489 139,977 SH   SOLE   125,361 0 14,616
ICICI Bank Ltd ADR 45104G104   607,671 28,159 SH   SOLE   7,787 0 20,372
ICON PLC SHS G4705A100   306,973,470 1,437,209 SH   SOLE   1,424,253 0 12,956
IDEX Corp COM 45167R104   75,963,416 328,803 SH   SOLE   328,803 0 0
Idexx Laboratories Inc COM 45168D104   20,368,278 40,730 SH   SOLE   40,643 0 87
Illinois Tool Works Inc COM 452308109   114,106,576 468,706 SH   SOLE   456,572 0 12,134
Insulet Corp COM 45784P101   497,223,663 1,558,890 SH   SOLE   1,537,752 0 21,138
Integra LifeSciences Holdings Corp COM NEW 457985208   157,498,534 2,743,399 SH   SOLE   2,742,914 0 485
Integral Ad Science Holding Corp COM 45828L108   18,549,330 1,299,883 SH   SOLE   1,164,385 0 135,498
Intel Corp COM 458140100   503,536,361 15,412,806 SH   SOLE   15,003,487 0 409,319
Intercontinental Exchange Inc COM 45866F104   78,014,894 748,057 SH   SOLE   745,765 0 2,292
International Business Machines Corp COM 459200101   3,845,831 29,337 SH   SOLE   29,337 0 0
International Flavors & Fragrances Inc COM 459506101   10,596,091 115,225 SH   SOLE   115,225 0 0
International Paper Co COM 460146103   2,584,104 71,661 SH   SOLE   71,661 0 0
Intra-Cellular Therapies Inc COM 46116X101   56,850,740 1,049,875 SH   SOLE   1,024,740 0 25,135
Intuitive Surgical Inc COM NEW 46120E602   532,594,858 2,084,765 SH   SOLE   2,030,643 0 54,122
Invesco National AMT-Free Municipal Bond ETF NATL AMT MUNI 46138E537   2,186,588 92,339 SH   SOLE   92,339 0 0
Ionis Pharmaceuticals Inc COM 462222100   192,695,117 5,391,581 SH   SOLE   5,269,697 0 121,884
Iridium Communications Inc COM 46269C102   127,379,044 2,056,823 SH   SOLE   2,056,351 0 472
iShares 1-3 Year Treasury Bond ETF 1 3 YR TREAS BD 464287457   6,078,525 73,984 SH   SOLE   73,984 0 0
iShares 5-10 Year Investment Grade Corporate Bond ETF ISHS 5-10YR INVT 464288638   240,401 4,688 SH   SOLE   4,688 0 0
iShares Broad USD Investment Grade Corporate Bond ETF USD INV GRDE ETF 464288620   3,639,212 71,836 SH   SOLE   71,836 0 0
iShares Core S&P Mid-Cap ETF CORE S&P MCP ETF 464287507   541,096 2,163 SH   SOLE   2,163 0 0
iShares Core S&P Small-Cap ETF CORE S&P SCP ETF 464287804   531,173 5,493 SH   SOLE   5,493 0 0
iShares Core S&P U.S. Growth ETF CORE S&P US GWT 464287671   490,809 5,529 SH   SOLE   2,348 0 3,181
iShares Core U.S. Aggregate Bond ETF CORE US AGGBD ET 464287226   239,833 2,407 SH   SOLE   2,407 0 0
iShares National Muni Bond ETF NATIONAL MUN ETF 464288414   4,516,138 41,917 SH   SOLE   41,917 0 0
iShares Preferred & Income Securities ETF PFD AND INCM SEC 464288687   3,333,734 106,782 SH   SOLE   106,782 0 0
iShares Russell Mid-Cap Growth ETF RUS MD CP GR ETF 464287481   216,244 2,375 SH   SOLE   2,375 0 0
iShares Trust iShares 1-5 Year Investment Grade Corporate Bond ETF ISHS 1-5YR INVS 464288646   248,101 4,909 SH   SOLE   4,909 0 0
Itau Unibanco Holding SA SPON ADR REP PFD 465562106   2,029,599 416,755 SH   SOLE   216,405 0 200,350
Itron Inc COM 465741106   17,678,207 318,813 SH   SOLE   288,547 0 30,266
J M Smucker Co/The COM NEW 832696405   786,850 5,000 SH   SOLE   5,000 0 0
Jacobs Solutions Inc COM 46982L108   470,040 4,000 SH   SOLE   4,000 0 0
Jamf Holding Corp COM 47074L105   37,578,095 1,935,020 SH   SOLE   1,934,557 0 463
Johnson & Johnson COM 478160104   947,589,376 6,113,480 SH   SOLE   5,881,693 0 231,787
Johnson Controls International plc SHS G51502105   460,914,914 7,653,851 SH   SOLE   7,455,941 0 197,910
JPMorgan Chase & Co COM 46625H100   1,073,456,807 8,237,716 SH   SOLE   7,932,540 0 305,176
Karuna Therapeutics Inc COM 48576A100   248,302 1,367 SH   SOLE   1,367 0 0
Keysight Technologies Inc COM 49338L103   107,326,179 664,641 SH   SOLE   575,822 0 88,819
Kimberly-Clark Corp COM 494368103   23,313,841 173,699 SH   SOLE   173,699 0 0
Kinder Morgan Inc COM 49456B101   148,761,607 8,495,808 SH   SOLE   8,463,069 0 32,739
Kite Realty Group Trust COM NEW 49803T300   23,737,213 1,134,666 SH   SOLE   1,025,872 0 108,794
KKR & Co Inc COM 48251W104   49,702,512 946,354 SH   SOLE   946,354 0 0
KKR & Co Inc 6% MCONV PFD C 48251W401   32,056,590 505,226 SH   SOLE   505,226 0 0
Korn Ferry COM NEW 500643200   13,455,523 260,060 SH   SOLE   235,187 0 24,873
Kroger Co/The COM 501044101   2,017,999 40,875 SH   SOLE   40,875 0 0
L3Harris Technologies Inc COM 502431109   457,726,247 2,332,482 SH   SOLE   2,284,742 0 47,740
Lamar Advertising Co CL A 512816109   55,244,564 553,054 SH   SOLE   553,054 0 0
Lamb Weston Holdings Inc COM 513272104   1,770,569 16,940 SH   SOLE   16,940 0 0
Lantheus Holdings Inc COM 516544103   17,104,370 207,175 SH   SOLE   185,592 0 21,583
Las Vegas Sands Corp COM 517834107   34,846,412 606,552 SH   SOLE   606,552 0 0
Lattice Semiconductor Corp COM 518415104   169,939,233 1,779,468 SH   SOLE   1,779,044 0 424
Lennar Corp CL A 526057104   2,698,623 25,674 SH   SOLE   25,674 0 0
Leslie's Inc COM 527064109   21,568,194 1,958,964 SH   SOLE   1,958,964 0 0
Liberty Broadband Corp COM SER A 530307107   53,364,532 649,836 SH   SOLE   649,797 0 39
Liberty Broadband Corp COM SER C 530307305   73,767,164 902,903 SH   SOLE   878,471 0 24,432
Liberty Media Corp-Liberty Formula One COM SER C FRMLA 531229854   94,014,835 1,256,379 SH   SOLE   1,237,912 0 18,467
Liberty Media Corp-Liberty Formula One COM SER A FRMLA 531229870   16,211,823 240,175 SH   SOLE   230,219 0 9,956
Liberty Media Corp-Liberty SiriusXM COM A SIRIUSXM 531229409   23,312,437 829,919 SH   SOLE   792,190 0 37,729
Liberty Media Corp-Liberty SiriusXM COM C SIRIUSXM 531229607   76,221,414 2,723,166 SH   SOLE   2,651,310 0 71,856
Linde PLC SHS G54950103   817,596,590 2,300,238 SH   SOLE   2,254,593 0 45,645
Lithia Motors Inc COM 536797103   24,008,884 104,874 SH   SOLE   99,557 0 5,317
Live Nation Entertainment Inc COM 538034109   109,269,099 1,560,987 SH   SOLE   1,560,115 0 872
Livent Corp COM 53814L108   22,963,914 1,057,270 SH   SOLE   1,057,075 0 195
Lockheed Martin Corp COM 539830109   28,376,421 60,027 SH   SOLE   60,027 0 0
Loews Corp COM 540424108   1,011,869 17,440 SH   SOLE   17,440 0 0
Lowe's Cos Inc COM 548661107   57,447,582 287,281 SH   SOLE   287,281 0 0
LXP Industrial Trust COM 529043101   13,923,005 1,350,437 SH   SOLE   1,227,984 0 122,453
Lyft Inc CL A COM 55087P104   38,353,558 4,137,385 SH   SOLE   3,973,652 0 163,733
M&T Bank Corp COM 55261F104   36,396,203 304,392 SH   SOLE   286,483 0 17,909
Macy's Inc COM 55616P104   1,622,215 92,751 SH   SOLE   42,451 0 50,300
Madison Square Garden Entertainment Corp CL A 55826T102   60,451,116 1,023,381 SH   SOLE   1,023,381 0 0
Madison Square Garden Sports Corp CL A 55825T103   149,072,526 765,063 SH   SOLE   765,063 0 0
Magellan Midstream Partners LP COM UNIT RP LP 559080106   157,813,419 2,908,467 SH   SOLE   2,908,467 0 0
Magnolia Oil & Gas Corp CL A 559663109   18,068,481 825,799 SH   SOLE   825,498 0 301
Maravai LifeSciences Holdings Inc COM CL A 56600D107   45,394,678 3,240,163 SH   SOLE   3,176,264 0 63,899
Marriott International Inc/MD CL A 571903202   32,313,376 194,612 SH   SOLE   194,289 0 323
Marsh & McLennan Cos Inc COM 571748102   639,403,364 3,839,108 SH   SOLE   3,732,146 0 106,962
Marten Transport Ltd COM 573075108   16,978,294 810,420 SH   SOLE   734,828 0 75,592
Martin Marietta Materials Inc COM 573284106   87,396,473 246,146 SH   SOLE   240,548 0 5,598
Marvell Technology Inc COM 573874104   59,113,624 1,365,211 SH   SOLE   1,364,401 0 810
Masonite International Corp COM 575385109   167,660,906 1,847,096 SH   SOLE   1,845,993 0 1,103
MasterCard Inc CL A 57636Q104   344,576,335 948,175 SH   SOLE   918,399 0 29,776
Matador Resources Co COM 576485205   62,921,631 1,320,496 SH   SOLE   1,320,279 0 217
Match Group Inc COM 57667L107   98,339,320 2,561,587 SH   SOLE   2,466,697 0 94,890
MAXIMUS Inc COM 577933104   43,100,606 547,657 SH   SOLE   547,657 0 0
McCormick & Co Inc/MD COM NON VTG 579780206   47,170,335 566,883 SH   SOLE   412,121 0 154,762
McDonald's Corp COM 580135101   2,053,828 7,345 SH   SOLE   7,345 0 0
McKesson Corp COM 58155Q103   62,732,603 176,190 SH   SOLE   173,584 0 2,606
MDC Holdings Inc COM 552676108   419,796 10,800 SH   SOLE   10,800 0 0
Medtronic PLC SHS G5960L103   46,056,602 571,280 SH   SOLE   543,567 0 27,713
Melco Resorts & Entertainment Ltd ADR 585464100   8,509,789 668,483 SH   SOLE   415,403 0 253,080
MercadoLibre Inc COM 58733R102   99,819,320 75,732 SH   SOLE   75,732 0 0
Merck & Co Inc COM 58933Y105   802,737,853 7,545,238 SH   SOLE   7,383,853 0 161,385
Meritage Homes Corp COM 59001A102   1,486,939 12,735 SH   SOLE   12,735 0 0
Meta Platforms Inc CL A 30303M102   1,391,042,532 6,563,379 SH   SOLE   6,408,642 0 154,737
MetLife Inc COM 59156R108   231,283,068 3,991,769 SH   SOLE   3,865,909 0 125,860
Mettler-Toledo International Inc COM 592688105   49,655,315 32,450 SH   SOLE   32,450 0 0
MGIC Investment Corp COM 552848103   72,885,995 5,431,147 SH   SOLE   5,294,527 0 136,620
MGM Resorts International COM 552953101   54,042,172 1,216,618 SH   SOLE   1,216,618 0 0
Microchip Technology Inc COM 595017104   1,601,455 19,115 SH   SOLE   19,115 0 0
Micron Technology Inc COM 595112103   93,763,560 1,553,920 SH   SOLE   1,527,856 0 26,064
Microsoft Corp COM 594918104   4,558,559,732 15,811,862 SH   SOLE   15,255,303 0 556,559
Mirum Pharmaceuticals Inc COM 604749101   1,223,699 50,945 SH   SOLE   31,145 0 19,800
Mitsubishi UFJ Financial Group Inc SPONSORED ADS 606822104   3,233,941 506,094 SH   SOLE   306,691 0 199,403
Model N Inc COM 607525102   84,153,981 2,514,311 SH   SOLE   2,513,764 0 547
Moderna Inc COM 60770K107   8,180,285 53,264 SH   SOLE   53,264 0 0
Mondelez International Inc CL A 609207105   554,830,472 7,957,982 SH   SOLE   7,742,410 0 215,572
MongoDB Inc CL A 60937P106   810,791 3,478 SH   SOLE   3,478 0 0
Monolithic Power Systems Inc COM 609839105   212,427,354 424,396 SH   SOLE   424,311 0 85
Monster Beverage Corp COM 61174X109   859,640,635 15,916,324 SH   SOLE   15,690,118 0 226,206
Moog Inc CL A 615394202   1,108,250 11,000 SH   SOLE   11,000 0 0
Morgan Stanley COM NEW 617446448   61,941,199 705,481 SH   SOLE   539,963 0 165,518
Mosaic Co/The COM 61945C103   27,996,572 610,213 SH   SOLE   610,213 0 0
Motorola Solutions Inc COM NEW 620076307   193,640,742 676,758 SH   SOLE   661,102 0 15,656
MP Materials Corp COM CL A 553368101   10,897,836 386,585 SH   SOLE   346,262 0 40,323
MPLX LP COM UNIT REP LTD 55336V100   174,040,573 5,051,976 SH   SOLE   5,051,976 0 0
MSC Industrial Direct Co Inc CL A 553530106   36,783,432 437,898 SH   SOLE   437,898 0 0
MSCI Inc COM 55354G100   1,058,374 1,891 SH   SOLE   1,891 0 0
Murphy Oil Corp COM 626717102   11,222,173 303,466 SH   SOLE   303,466 0 0
Murphy USA Inc COM 626755102   107,557,194 416,808 SH   SOLE   405,696 0 11,112
National Grid PLC SPONSORED ADR NE 636274409   6,896,770 101,438 SH   SOLE   101,438 0 0
National Health Investors Inc COM 63633D104   1,438,463 27,888 SH   SOLE   27,888 0 0
National Vision Holdings Inc COM 63845R107   81,269,675 4,313,677 SH   SOLE   4,312,898 0 779
NCR Corp COM 62886E108   81,353,387 3,448,639 SH   SOLE   3,322,002 0 126,637
Netflix Inc COM 64110L106   880,820,800 2,549,557 SH   SOLE   2,481,231 0 68,326
Neurocrine Biosciences Inc COM 64125C109   25,384,660 250,787 SH   SOLE   250,787 0 0
New Relic Inc COM 64829B100   146,631,293 1,947,553 SH   SOLE   1,947,343 0 210
Newmont Corp COM 651639106   1,663,004 33,925 SH   SOLE   33,925 0 0
NextEra Energy Inc COM 65339F101   372,926,338 4,838,173 SH   SOLE   4,732,936 0 105,237
NextEra Energy Inc UNIT 09/01/2023 65339F739   8,977,818 183,821 SH   SOLE   183,821 0 0
NextEra Energy Partners LP COM UNIT PART IN 65341B106   40,650,918 669,151 SH   SOLE   669,151 0 0
NEXTracker Inc CLASS A COM 65290E101   5,459,414 150,563 SH   SOLE   150,563 0 0
Nice Ltd SPONSORED ADR 653656108   117,918,007 515,173 SH   SOLE   505,727 0 9,446
NIKE Inc CL B 654106103   744,909,338 6,073,951 SH   SOLE   5,807,963 0 265,988
nLight Inc COM 65487K100   18,695,721 1,836,515 SH   SOLE   1,757,768 0 78,747
NMI Holdings Inc CL A 629209305   17,867,883 800,174 SH   SOLE   716,502 0 83,672
Noble Corporation PLC ORD SHS A G65431127   100,707,430 2,551,493 SH   SOLE   2,520,657 0 30,836
Norfolk Southern Corp COM 655844108   699,600 3,300 SH   SOLE   3,300 0 0
Northrop Grumman Corp COM 666807102   365,072,659 790,680 SH   SOLE   773,157 0 17,523
NorthWestern Corp COM NEW 668074305   2,281,073 39,424 SH   SOLE   39,424 0 0
Novartis AG SPONSORED ADR 66987V109   273,848 2,977 SH   SOLE   2,977 0 0
Novo Nordisk A/S ADR 670100205   223,080,667 1,401,789 SH   SOLE   1,284,166 0 117,623
Novocure Ltd ORD SHS G6674U108   4,779,290 79,469 SH   SOLE   71,266 0 8,203
Nucor Corp COM 670346105   4,521,693 29,272 SH   SOLE   27,321 0 1,951
NuStar Energy LP UNIT COM 67058H102   21,499,995 1,374,680 SH   SOLE   1,374,680 0 0
Nutrien Ltd COM 67077M108   13,206,520 178,829 SH   SOLE   72,844 0 105,985
nVent Electric PLC SHS G6700G107   31,453,121 732,490 SH   SOLE   732,490 0 0
NVIDIA Corp COM 67066G104   1,764,966,071 6,354,056 SH   SOLE   6,197,235 0 156,821
NXP Semiconductors NV COM N6596X109   5,911,259 31,700 SH   SOLE   31,552 0 148
OGE Energy Corp COM 670837103   393,133 10,439 SH   SOLE   10,439 0 0
Old Dominion Freight Line Inc COM 679580100   672,989 1,974 SH   SOLE   1,974 0 0
Olin Corp COM PAR $1 680665205   42,333,611 762,768 SH   SOLE   743,861 0 18,907
Olink Holding AB SPONSORED ADS 680710100   33,665,619 1,494,257 SH   SOLE   1,494,020 0 237
Omnicell Inc COM 68213N109   70,087,292 1,194,602 SH   SOLE   1,179,160 0 15,442
ON Semiconductor Corp COM 682189105   79,370,392 964,169 SH   SOLE   805,307 0 158,862
OneMain Holdings Inc COM 68268W103   63,062,966 1,700,727 SH   SOLE   1,552,648 0 148,079
Oneok Inc COM 682680103   83,365,860 1,312,022 SH   SOLE   1,312,022 0 0
Onto Innovation Inc COM 683344105   17,016,820 193,637 SH   SOLE   193,637 0 0
Oportun Financial Corp COM 68376D104   786,753 203,822 SH   SOLE   203,523 0 299
Option Care Health Inc COM NEW 68404L201   968,985 30,500 SH   SOLE   30,500 0 0
Oracle Corp COM 68389X105   822,223,360 8,848,723 SH   SOLE   8,648,687 0 200,036
Ormat Technologies Inc COM 686688102   26,988,140 318,369 SH   SOLE   230,268 0 88,101
OSI Systems Inc COM 671044105   40,020,234 390,975 SH   SOLE   390,862 0 113
Otis Worldwide Corp COM 68902V107   126,912,098 1,503,698 SH   SOLE   1,466,327 0 37,371
Pacira BioSciences Inc COM 695127100   46,954,675 1,150,568 SH   SOLE   1,150,328 0 240
PagerDuty Inc COM 69553P100   135,840,318 3,883,371 SH   SOLE   3,882,514 0 857
Palo Alto Networks Inc COM 697435105   769,453,015 3,852,273 SH   SOLE   3,744,935 0 107,338
Paramount Global 5.75% CONV PFD A 92556H305   9,129,275 304,919 SH   SOLE   304,919 0 0
Parker-Hannifin Corp COM 701094104   302,720 901 SH   SOLE   901 0 0
Paychex Inc COM 704326107   9,297,381 81,136 SH   SOLE   81,136 0 0
Paycor HCM Inc COM 70435P102   147,408,211 5,558,379 SH   SOLE   5,557,634 0 745
Paylocity Holding Corp COM 70438V106   31,198,587 156,950 SH   SOLE   156,849 0 101
Paymentus Holdings Inc COM CL A 70439P108   5,968,592 673,656 SH   SOLE   673,656 0 0
PayPal Holdings Inc COM 70450Y103   529,992,835 6,979,100 SH   SOLE   6,790,288 0 188,812
Pembina Pipeline Corp COM 706327103   358,860 11,076 SH   SOLE   11,076 0 0
Penske Automotive Group Inc COM 70959W103   326,163 2,300 SH   SOLE   2,300 0 0
Penumbra Inc COM 70975L107   264,280,300 948,295 SH   SOLE   948,121 0 174
PepsiCo Inc COM 713448108   288,478,822 1,582,440 SH   SOLE   1,556,671 0 25,769
Performance Food Group Co COM 71377A103   319,528,216 5,295,463 SH   SOLE   5,293,204 0 2,259
PerkinElmer Inc COM 714046109   12,890,773 96,734 SH   SOLE   96,734 0 0
Petco Health & Wellness Co Inc COM 71601V105   7,627,589 847,510 SH   SOLE   759,300 0 88,210
Pfizer Inc COM 717081103   501,852,588 12,300,309 SH   SOLE   11,979,770 0 320,539
Phillips 66 COM 718546104   2,720,262 26,832 SH   SOLE   26,832 0 0
Photronics Inc COM 719405102   13,941,227 840,846 SH   SOLE   760,383 0 80,463
PIMCO Strategic Income Fund Inc COM 72200X104   100,138 18,823 SH   SOLE   18,823 0 0
Pioneer Natural Resources Co COM 723787107   521,645,377 2,554,080 SH   SOLE   2,504,912 0 49,168
PJT Partners Inc COM CL A 69343T107   74,530,006 1,032,415 SH   SOLE   1,032,187 0 228
Plains All American Pipeline LP UNIT LTD PARTN 726503105   87,647,303 7,028,653 SH   SOLE   7,028,653 0 0
Plains GP Holdings LP LTD PARTNR INT A 72651A207   109,944,490 8,379,915 SH   SOLE   8,379,915 0 0
Playstudios Inc CLASS A COM 72815G108   6,337,188 1,717,395 SH   SOLE   1,535,842 0 181,553
PNC Financial Services Group Inc/The COM 693475105   205,187,593 1,614,379 SH   SOLE   1,566,161 0 48,218
Portland General Electric Co COM NEW 736508847   21,455,350 438,849 SH   SOLE   384,853 0 53,996
POSCO Holdings Inc SPONSORED ADR 693483109   2,506,401 35,965 SH   SOLE   0 0 35,965
PotlatchDeltic Corp COM 737630103   17,380,544 351,122 SH   SOLE   317,913 0 33,209
PPG Industries Inc COM 693506107   612,056,341 4,581,946 SH   SOLE   4,471,896 0 110,050
PPL Corp COM 69351T106   19,026,392 684,649 SH   SOLE   684,649 0 0
Prestige Consumer Healthcare Inc COM 74112D101   15,773,205 251,847 SH   SOLE   227,567 0 24,280
Primoris Services Corp COM 74164F103   19,296,500 782,502 SH   SOLE   709,854 0 72,648
Procore Technologies Inc COM 74275K108   31,640,425 505,196 SH   SOLE   505,196 0 0
Procter & Gamble Co/The COM 742718109   661,643,196 4,449,816 SH   SOLE   4,344,700 0 105,116
PROG Holdings Inc COM NPV 74319R101   15,458,499 649,790 SH   SOLE   587,944 0 61,846
Progressive Corp/The COM 743315103   287,713,614 2,011,139 SH   SOLE   1,893,393 0 117,746
Progyny Inc COM 74340E103   132,228,144 4,116,692 SH   SOLE   3,872,040 0 244,652
ProLogis Inc COM 74340W103   56,737,411 454,736 SH   SOLE   344,925 0 109,811
Prosperity Bancshares Inc COM 743606105   13,594,974 220,985 SH   SOLE   198,285 0 22,700
Public Service Enterprise Group Inc COM 744573106   1,137,464 18,214 SH   SOLE   17,995 0 219
QUALCOMM Inc COM 747525103   89,760,500 703,562 SH   SOLE   690,590 0 12,972
Qualys Inc COM 74758T303   46,541,894 357,960 SH   SOLE   357,876 0 84
Quanta Services Inc COM 74762E102   59,295,565 355,830 SH   SOLE   336,468 0 19,362
R1 RCM Inc COM 77634L105   17,733,540 1,182,236 SH   SOLE   1,060,440 0 121,796
Rapid7 Inc COM 753422104   12,812,847 279,086 SH   SOLE   249,828 0 29,258
Raymond James Financial Inc COM 754730109   426,244 4,570 SH   SOLE   4,570 0 0
Raytheon Technologies Corp COM 75513E101   1,636,138,603 16,707,226 SH   SOLE   16,311,238 0 395,988
RBC Bearings Inc COM 75524B104   267,181,566 1,148,032 SH   SOLE   1,147,657 0 375
Redwood Trust Inc COM 758075402   12,579,165 1,866,345 SH   SOLE   1,697,994 0 168,351
Regal Rexnord Corp COM 758750103   127,061,630 902,875 SH   SOLE   810,313 0 92,562
RELX PLC SPONSORED ADR 759530108   77,170,125 2,378,857 SH   SOLE   2,232,682 0 146,175
Rentokil Initial PLC SPONSORED ADR 760125104   87,017,162 2,383,379 SH   SOLE   2,328,321 0 55,058
Republic Services Inc COM 760759100   3,322,838 24,574 SH   SOLE   24,574 0 0
Resideo Technologies Inc COM 76118Y104   46,952,948 2,568,542 SH   SOLE   2,566,069 0 2,473
Reynolds Consumer Products Inc COM 76171L106   930,050 33,820 SH   SOLE   33,820 0 0
RLJ Lodging Trust COM 74965L101   14,121,632 1,332,229 SH   SOLE   1,209,734 0 122,495
Ross Stores Inc COM 778296103   40,183,201 378,622 SH   SOLE   378,008 0 614
Royal Gold Inc COM 780287108   53,672,441 413,788 SH   SOLE   413,788 0 0
Rush Enterprises Inc CL A 781846209   17,359,790 317,945 SH   SOLE   287,042 0 30,903
S&P Global Inc COM 78409V104   722,016,505 2,094,198 SH   SOLE   2,040,701 0 53,497
Salesforce Inc COM 79466L302   761,893,504 3,813,663 SH   SOLE   3,648,291 0 165,372
Sanofi SPONSORED ADR 80105N105   7,900,849 145,183 SH   SOLE   79,155 0 66,028
SAP SE SPON ADR 803054204   309,245,206 2,443,660 SH   SOLE   2,318,130 0 125,530
SBA Communications Corp CL A 78410G104   91,333,548 349,843 SH   SOLE   349,843 0 0
Schlumberger NV COM STK 806857108   38,275,561 779,543 SH   SOLE   779,543 0 0
Sea Ltd SPONSORD ADS 81141R100   269,027,803 3,108,351 SH   SOLE   3,005,177 0 103,174
Seagate Technology Holdings PLC ORD SHS G7997R103   283,884,112 4,293,468 SH   SOLE   4,180,802 0 112,666
Sempra Energy COM 816851109   847,024,138 5,603,494 SH   SOLE   5,458,124 0 145,370
Sensata Technologies Holding PLC SHS G8060N102   61,474,780 1,229,004 SH   SOLE   1,110,854 0 118,150
Sensient Technologies Corp COM 81725T100   36,765,337 480,216 SH   SOLE   479,572 0 644
SentinelOne Inc CL A 81730H109   21,267,264 1,299,955 SH   SOLE   1,299,955 0 0
ServiceNow Inc COM 81762P102   108,032,529 232,468 SH   SOLE   232,468 0 0
Shell PLC SPON ADS 780259305   4,967,522 86,332 SH   SOLE   84,007 0 2,325
Sherwin-Williams Co/The COM 824348106   458,100,051 2,038,084 SH   SOLE   1,989,123 0 48,961
Shift4 Payments Inc CL A 82452J109   123,950,568 1,635,232 SH   SOLE   1,634,891 0 341
Shinhan Financial Group Co Ltd SPN ADR RESTRD 824596100   1,901,026 70,565 SH   SOLE   46,023 0 24,542
Shoals Technologies Group Inc CL A 82489W107   170,557,261 7,483,864 SH   SOLE   7,113,624 0 370,240
Shopify Inc CL A 82509L107   59,208,920 1,235,063 SH   SOLE   1,224,302 0 10,761
Silicon Laboratories Inc COM 826919102   38,163,842 217,967 SH   SOLE   217,967 0 0
Silk Road Medical Inc COM 82710M100   67,659,733 1,729,101 SH   SOLE   1,728,682 0 419
Simmons First National Corp CL A $1 PAR 828730200   1,488,486 85,105 SH   SOLE   85,105 0 0
Six Flags Entertainment Corp COM 83001A102   39,450,721 1,477,002 SH   SOLE   1,400,061 0 76,941
SMART Global Holdings Inc SHS G8232Y101   35,193,058 2,041,361 SH   SOLE   1,877,719 0 163,642
Smartsheet Inc COM CL A 83200N103   35,548,382 743,690 SH   SOLE   743,690 0 0
Snowflake Inc CL A 833445109   271,316,791 1,758,486 SH   SOLE   1,711,828 0 46,658
SolarEdge Technologies Inc COM 83417M104   205,383,912 675,716 SH   SOLE   634,891 0 40,825
Sony Group Corp SPONSORED ADR 835699307   147,586,495 1,628,092 SH   SOLE   1,571,583 0 56,509
Southern Co/The COM 842587107   3,960,076 56,914 SH   SOLE   56,914 0 0
Sovos Brands Inc COM 84612U107   11,938,884 715,760 SH   SOLE   641,227 0 74,533
SPDR Gold Shares GOLD SHS 78463V107   632,292 3,451 SH   SOLE   3,451 0 0
SPDR Nuveen Bloomberg Municipal Bond ETF NUVEEN BLMBRG MU 78468R721   2,218,238 47,378 SH   SOLE   47,378 0 0
SPDR S&P 500 ETF Trust TR UNIT 78462F103   343,888 840 SH   SOLE   670 0 170
Splunk Inc COM 848637104   428,926,337 4,473,575 SH   SOLE   4,360,608 0 112,967
Sprout Social Inc COM CL A 85209W109   113,112,915 1,857,965 SH   SOLE   1,857,696 0 269
SPX Technologies Inc COM 78473E103   4,650,163 65,885 SH   SOLE   65,885 0 0
STAAR Surgical Co COM PAR $0.01 852312305   34,546,928 540,218 SH   SOLE   540,105 0 113
Starbucks Corp COM 855244109   6,053,342 58,133 SH   SOLE   57,768 0 365
Starwood Property Trust Inc COM 85571B105   3,369,980 190,502 SH   SOLE   187,149 0 3,353
STERIS PLC SHS USD G8473T100   2,759,801 14,428 SH   SOLE   14,428 0 0
Sterling Check Corp COM 85917T109   8,290,236 743,519 SH   SOLE   665,420 0 78,099
Stevanato Group S.p.A. ORD SHS T9224W109   42,441,550 1,638,670 SH   SOLE   1,638,670 0 0
Stoneridge Inc COM 86183P102   2,180,065 116,581 SH   SOLE   68,181 0 48,400
Stride Inc COM 86333M108   9,746,649 248,322 SH   SOLE   221,964 0 26,358
Stryker Corp COM 863667101   689,909,584 2,416,750 SH   SOLE   2,360,546 0 56,204
Suburban Propane Partners LP UNIT LTD PARTN 864482104   8,347,853 544,899 SH   SOLE   544,899 0 0
Summit Materials Inc CL A 86614U100   90,918,741 3,191,251 SH   SOLE   3,191,251 0 0
Sun Communities Inc COM 866674104   38,502,910 273,303 SH   SOLE   273,054 0 249
Suncor Energy Inc COM 867224107   203,717,220 6,560,941 SH   SOLE   6,416,999 0 143,942
Sunnova Energy International Inc COM 86745K104   10,314,215 660,321 SH   SOLE   591,068 0 69,253
Sunoco LP COM UT REP LP 86765K109   24,108,777 549,300 SH   SOLE   549,300 0 0
Surgery Partners Inc COM 86881A100   191,818,897 5,564,807 SH   SOLE   5,563,971 0 836
Sweetgreen Inc COM CL A 87043Q108   2,068,717 263,867 SH   SOLE   263,867 0 0
Sylvamo Corp COMMON STOCK 871332102   250,729 5,420 SH   SOLE   5,420 0 0
Syneos Health Inc CL A 87166B102   147,784,822 4,148,928 SH   SOLE   4,115,619 0 33,309
Synopsys Inc COM 871607107   40,857,525 105,780 SH   SOLE   76,523 0 29,257
Sysco Corp COM 871829107   1,722,383 22,302 SH   SOLE   22,302 0 0
Taiwan Semiconductor Manufacturing Co Ltd SPONSORED ADS 874039100   42,969,566 461,939 SH   SOLE   461,939 0 0
Targa Resources Corp COM 87612G101   113,372,689 1,554,115 SH   SOLE   1,554,115 0 0
Target Corp COM 87612E106   1,677,280 10,127 SH   SOLE   8,915 0 1,212
TC Energy Corp COM 87807B107   77,951,710 2,003,385 SH   SOLE   1,928,450 0 74,935
TE Connectivity Ltd SHS H84989104   1,063,142,561 8,106,310 SH   SOLE   7,849,462 0 256,848
TechnipFMC PLC COM G87110105   166,680 12,211 SH   SOLE   12,211 0 0
Teledyne Technologies Inc COM 879360105   143,118,109 319,917 SH   SOLE   319,593 0 324
Teleflex Inc COM 879369106   32,936,519 130,025 SH   SOLE   130,025 0 0
Templeton Global Income Fund COM 880198106   48,400 11,000 SH   SOLE   11,000 0 0
Tenaris SA SPONSORED ADS 88031M109   3,067,961 107,951 SH   SOLE   98,539 0 9,412
Tenet Healthcare Corp COM NEW 88033G407   22,594,514 380,251 SH   SOLE   375,125 0 5,126
Tennant Co COM 880345103   58,281,390 850,451 SH   SOLE   850,251 0 200
Terex Corp COM 880779103   19,705,003 407,296 SH   SOLE   367,767 0 39,529
Tesla Inc COM 88160R101   298,149,400 1,437,142 SH   SOLE   1,406,343 0 30,799
Texas Instruments Inc COM 882508104   181,534,159 975,938 SH   SOLE   945,882 0 30,056
Textainer Group Holdings Ltd SHS G8766E109   26,656,341 830,157 SH   SOLE   750,450 0 79,707
Thermo Fisher Scientific Inc COM 883556102   1,026,339,063 1,780,695 SH   SOLE   1,711,926 0 68,769
Third Coast Bancshares Inc COM 88422P109   1,066,222 67,869 SH   SOLE   67,869 0 0
Thomson Reuters Corp COM NEW 884903709   187,129,610 1,438,131 SH   SOLE   1,404,166 0 33,965
Thoughtworks Holding Inc COM 88546E105   7,580,880 1,030,011 SH   SOLE   924,428 0 105,583
TJX Cos Inc/The COM 872540109   244,746,045 3,123,354 SH   SOLE   3,092,729 0 30,625
T-Mobile US Inc COM 872590104   232,183,074 1,603,031 SH   SOLE   1,578,822 0 24,209
Topgolf Callaway Brands Corp COM 131193104   35,171,135 1,626,787 SH   SOLE   1,626,787 0 0
TotalEnergies SE SPONSORED ADS 89151E109   123,799,366 2,096,518 SH   SOLE   2,037,003 0 59,515
Tractor Supply Co COM 892356106   6,332,477 26,942 SH   SOLE   26,443 0 499
Tradeweb Markets Inc CL A 892672106   47,298,137 598,559 SH   SOLE   598,559 0 0
Trane Technologies PLC SHS G8994E103   51,971,222 282,483 SH   SOLE   201,427 0 81,056
Travelers Cos Inc/The COM 89417E109   683,704,642 3,988,709 SH   SOLE   3,894,859 0 93,850
Trex Co Inc COM 89531P105   223,992,463 4,602,270 SH   SOLE   4,434,269 0 168,001
Trico Bancshares COM 896095106   1,427,785 34,330 SH   SOLE   34,330 0 0
Trinity Capital Inc COM 896442308   5,859,772 460,312 SH   SOLE   460,312 0 0
Truist Financial Corp COM 89832Q109   6,502,732 190,696 SH   SOLE   182,858 0 7,838
Trupanion Inc COM 898202106   59,584,193 1,389,233 SH   SOLE   1,388,921 0 312
Uber Technologies Inc COM 90353T100   491,775,794 15,513,432 SH   SOLE   15,169,816 0 343,616
UBS Group AG SHS H42097107   4,030,080 193,847 SH   SOLE   188,079 0 5,768
Ultragenyx Pharmaceutical Inc COM 90400D108   108,313,175 2,701,077 SH   SOLE   2,683,814 0 17,263
Unilever PLC SPON ADR NEW 904767704   36,718,307 707,073 SH   SOLE   608,285 0 98,788
Union Pacific Corp COM 907818108   389,152,775 1,933,582 SH   SOLE   1,881,186 0 52,396
United Airlines Holdings Inc COM 910047109   20,111,492 454,497 SH   SOLE   454,497 0 0
United Parcel Service Inc CL B 911312106   1,307,020,184 6,737,565 SH   SOLE   6,565,748 0 171,817
United Rentals Inc COM 911363109   24,063,811 60,804 SH   SOLE   60,804 0 0
UnitedHealth Group Inc COM 91324P102   3,085,197,227 6,528,274 SH   SOLE   6,321,454 0 206,820
Unity Software Inc COM 91332U101   103,602,764 3,193,673 SH   SOLE   3,074,483 0 119,190
Universal Health Services Inc CL B 913903100   701,973 5,523 SH   SOLE   5,523 0 0
Unum Group COM 91529Y106   1,373,625 34,723 SH   SOLE   2,928 0 31,795
Urban Outfitters Inc COM 917047102   11,961,451 431,510 SH   SOLE   385,658 0 45,852
US Bancorp COM NEW 902973304   147,259,214 4,084,860 SH   SOLE   4,026,517 0 58,343
Utilities Select Sector SPDR Fund SBI INT-UTILS 81369Y886   1,921,854 28,392 SH   SOLE   28,392 0 0
Utz Brands Inc COM CL A 918090101   14,261,776 865,924 SH   SOLE   781,934 0 83,990
Valaris Limited CL A G9460G101   10,803,210 166,050 SH   SOLE   165,985 0 65
VanEck Gold Miners ETF/USA GOLD MINERS ETF 92189F106   579,065 17,900 SH   SOLE   17,900 0 0
Vanguard International Dividend Appreciation ETF INTL DVD ETF 921946810   221,040 3,000 SH   SOLE   3,000 0 0
Vanguard Short-Term Inflation-Protected Securities ETF STRM INFPROIDX 922020805   2,434,038 50,900 SH   SOLE   50,900 0 0
Vanguard Total Bond Market ETF TOTAL BND MRKT 921937835   2,029,882 27,494 SH   SOLE   27,494 0 0
Varonis Systems Inc COM 922280102   93,217,239 3,583,900 SH   SOLE   3,583,170 0 730
Veeva Systems Inc CL A COM 922475108   1,951,666 10,619 SH   SOLE   10,619 0 0
Veritex Holdings Inc COM 923451108   573,912 31,430 SH   SOLE   31,266 0 164
Verizon Communications Inc COM 92343V104   283,432,339 7,288,052 SH   SOLE   7,076,289 0 211,763
Vertex Pharmaceuticals Inc COM 92532F100   1,051,622,148 3,337,741 SH   SOLE   3,259,407 0 78,334
Vertiv Holdings Co COM CL A 92537N108   175,546,437 12,267,396 SH   SOLE   12,104,113 0 163,283
Viavi Solutions Inc COM 925550105   38,123,333 3,520,160 SH   SOLE   3,519,429 0 731
Visa Inc COM CL A 92826C839   2,486,818,460 11,029,976 SH   SOLE   10,683,972 0 346,004
Vista Outdoor Inc COM 928377100   17,514,099 632,050 SH   SOLE   631,821 0 229
Visteon Corp COM NEW 92839U206   13,321,070 84,940 SH   SOLE   75,986 0 8,954
Vistra Corp COM 92840M102   95,896,942 3,995,706 SH   SOLE   3,903,764 0 91,942
Vodafone Group PLC SPONSORED ADR 92857W308   2,436,770 220,722 SH   SOLE   137,778 0 82,944
Vulcan Materials Co COM 929160109   515,165,780 3,002,832 SH   SOLE   2,917,956 0 84,876
Wabash National Corp COM 929566107   2,428,951 98,778 SH   SOLE   52,678 0 46,100
WalkMe Ltd. ORD SHS M97628107   9,955,980 935,712 SH   SOLE   835,430 0 100,282
Walmart Inc COM 931142103   243,636,895 1,652,336 SH   SOLE   1,639,822 0 12,514
WALT DISNEY COMPANY COM 254687106   283,176,786 2,828,091 SH   SOLE   2,637,459 0 190,632
Warner Bros Discovery Inc COM SER A 934423104   111,521,994 7,385,563 SH   SOLE   7,176,803 0 208,760
Washington Federal Inc COM 938824109   15,914,644 528,375 SH   SOLE   478,510 0 49,865
Waste Management Inc COM 94106L109   498,475,427 3,054,945 SH   SOLE   2,986,115 0 68,830
Waters Corp COM 941848103   201,879 652 SH   SOLE   652 0 0
Webster Financial Corp COM 947890109   1,943,997 49,315 SH   SOLE   49,315 0 0
WEC Energy Group Inc COM 92939U106   14,959,523 157,818 SH   SOLE   157,818 0 0
Wells Fargo & Co COM 949746101   142,577,491 3,814,272 SH   SOLE   3,670,103 0 144,169
WesBanco Inc COM 950810101   13,792,578 449,270 SH   SOLE   449,091 0 179
Western Alliance Bancorp COM 957638109   803,275 22,602 SH   SOLE   22,602 0 0
Western Digital Corp COM 958102105   98,123,863 2,604,828 SH   SOLE   2,529,238 0 75,590
Western Midstream Partners LP COM UNIT LP INT 958669103   129,897,697 4,925,965 SH   SOLE   4,925,965 0 0
Westlake Chemical Partners LP COM UNIT RP LP 960417103   10,430,473 473,897 SH   SOLE   473,897 0 0
Weyerhaeuser Co COM NEW 962166104   4,768,942 158,279 SH   SOLE   114,892 0 43,387
Wheaton Precious Metals Corp COM 962879102   32,405,610 672,874 SH   SOLE   640,907 0 31,967
Williams Cos Inc/The COM 969457100   658,835,220 22,064,140 SH   SOLE   21,500,491 0 563,649
Williams-Sonoma Inc COM 969904101   34,349,971 282,344 SH   SOLE   203,793 0 78,551
Willis Towers Watson PLC SHS G96629103   401,553 1,728 SH   SOLE   0 0 1,728
WillScot Mobile Mini Holdings Corp COM CL A 971378104   261,280,317 5,573,386 SH   SOLE   5,570,383 0 3,003
Wingstop Inc COM 974155103   155,144,657 845,107 SH   SOLE   844,975 0 132
Wintrust Financial Corp COM 97650W108   18,165,921 249,019 SH   SOLE   222,491 0 26,528
Wix.com Ltd SHS M98068105   74,810,573 749,605 SH   SOLE   749,503 0 102
Wolfspeed Inc COM 977852102   365,210,723 5,622,952 SH   SOLE   5,504,353 0 118,599
Woodside Energy Group Ltd SPONSORED ADR 980228308   3,057,990 136,335 SH   SOLE   131,390 0 4,945
Workday Inc CL A 98138H101   460,989,979 2,231,965 SH   SOLE   2,178,551 0 53,414
Workiva Inc COM CL A 98139A105   47,265,906 461,536 SH   SOLE   460,781 0 755
World Wrestling Entertainment Inc CL A 98156Q108   83,150,910 911,143 SH   SOLE   911,143 0 0
WSFS Financial Corp COM 929328102   5,706,988 151,741 SH   SOLE   151,608 0 133
WW Grainger Inc COM 384802104   868,571,875 1,260,975 SH   SOLE   1,226,968 0 34,007
Xometry Inc CLASS A COM 98423F109   15,747,841 1,051,960 SH   SOLE   1,051,731 0 229
XPO Inc COM 983793100   62,673,924 1,964,700 SH   SOLE   1,964,437 0 263
Zai Lab Ltd ADR 98887Q104   26,482,044 796,213 SH   SOLE   784,813 0 11,400
Zebra Technologies Corp CL A 989207105   37,145,736 116,810 SH   SOLE   111,718 0 5,092
Zeta Global Holdings Corp CL A 98956A105   31,957,240 2,950,807 SH   SOLE   2,950,807 0 0
Zimmer Biomet Holdings Inc COM 98956P102   58,775,147 454,916 SH   SOLE   454,916 0 0
Zoetis Inc CL A 98978V103   677,773,478 4,072,179 SH   SOLE   3,956,426 0 115,753