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
3M CO COM 88579Y101   2,066,441 22,083 SH   SOLE   22,083 0 0
ABBVIE INC COM 00287Y109   57,822,778 388,095 SH   SOLE   388,095 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   10,388,651 33,843 SH   SOLE   33,843 0 0
ADOBE INC COM 00724F101   10,747,769 21,088 SH   SOLE   21,088 0 0
ADVANCED MICRO DEVICES INC COM 007903107   23,010,221 215,795 SH   SOLE   215,795 0 0
AEHR TEST SYS COM 00760J108   525,116 11,494 SH   SOLE   11,494 0 0
AGCO CORP COM 001084102   2,545,847 21,534 SH   SOLE   21,534 0 0
AGILENT TECHNOLOGIES INC COM 00846U101   14,551,091 130,190 SH   SOLE   130,190 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   13,822,994 159,436 SH   SOLE   159,436 0 0
ALPHABET INC CAP STK CL C 02079K107   157,715,561 1,196,724 SH   SOLE   1,196,724 0 0
ALPHABET INC CAP STK CL A 02079K305   74,226,544 571,325 SH   SOLE   571,325 0 0
ALTRIA GROUP INC COM 02209S103   8,777,731 208,843 SH   SOLE   208,843 0 0
AMAZON COM INC COM 023135106   323,030,371 2,542,177 SH   SOLE   2,542,177 0 0
AMERESCO INC CL A 02361E108   606,942 15,745 SH   SOLE   15,745 0 0
AMERICAN INTL GROUP INC COM NEW 026874784   8,836,244 145,881 SH   SOLE   145,881 0 0
AMGEN INC COM 031162100   8,547,934 31,820 SH   SOLE   31,820 0 0
ANSYS INC COM 03662Q105   10,040,931 33,761 SH   SOLE   33,761 0 0
AON PLC SHS CL A G0403H108   74,715,113 230,523 SH   SOLE   230,523 0 0
APPLE INC COM 037833100   92,890,851 542,804 SH   SOLE   542,804 0 0
ARCHER DANIELS MIDLAND CO COM 039483102   49,216,646 652,868 SH   SOLE   652,868 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101   12,386,346 120,463 SH   SOLE   120,463 0 0
AUTOLIV INC COM 052800109   17,292,504 179,265 SH   SOLE   179,265 0 0
AUTOZONE INC COM 053332102   40,905,558 16,112 SH   SOLE   16,112 0 0
AVANTOR INC COM 05352A100   160,980,024 7,639,813 SH   SOLE   7,639,813 0 0
AVERY DENNISON CORP COM 053611109   8,073,192 44,215 SH   SOLE   44,215 0 0
AXCELIS TECHNOLOGIES INC COM NEW 054540208   3,260,449 20,006 SH   SOLE   20,006 0 0
AXON ENTERPRISE INC COM 05464C101   28,757,689 144,582 SH   SOLE   144,582 0 0
AZEK CO INC CL A 05478C105   45,785,018 1,540,070 SH   SOLE   1,540,070 0 0
BAKER HUGHES COMPANY CL A 05722G100   101,100,522 2,863,728 SH   SOLE   2,863,728 0 0
BATH & BODY WORKS INC COM 070830104   6,493,821 192,158 SH   SOLE   192,158 0 0
BELLRING BRANDS INC COMMON STOCK 07831C103   28,273,667 686,057 SH   SOLE   686,057 0 0
BLACKSTONE INC COM 09260D107   113,701,158 1,061,689 SH   SOLE   1,061,689 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106   16,650,183 152,403 SH   SOLE   152,403 0 0
BROADCOM INC COM 11135F101   70,283,753 84,659 SH   SOLE   84,659 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   113,313,687 910,614 SH   SOLE   910,614 0 0
BURLINGTON STORES INC COM 122017106   32,934,040 243,495 SH   SOLE   243,495 0 0
BWX TECHNOLOGIES INC COM 05605H100   4,404,658 58,772 SH   SOLE   58,772 0 0
CAMECO CORP COM 13321L108   18,470,818 466,177 SH   SOLE   466,177 0 0
CARDINAL HEALTH INC COM 14149Y108   9,216,048 106,201 SH   SOLE   106,201 0 0
CARRIER GLOBAL CORPORATION COM 14448C104   910,798 16,505 SH   SOLE   16,505 0 0
CATERPILLAR INC COM 149123101   4,617,267 16,921 SH   SOLE   16,921 0 0
CELANESE CORP DEL COM 150870103   13,003,872 103,600 SH Call SOLE   103,600 0 0
CELANESE CORP DEL COM 150870103   1,914,180 15,250 SH   SOLE   15,250 0 0
CENCORA INC COM 03073E105   8,631,092 47,981 SH   SOLE   47,981 0 0
CHEVRON CORP NEW COM 166764100   8,328,956 49,418 SH   SOLE   49,418 0 0
CHUBB LIMITED COM H1467J104   9,858,735 47,379 SH   SOLE   47,379 0 0
CHURCHILL DOWNS INC COM 171484108   29,862,836 257,463 SH   SOLE   257,463 0 0
CIENA CORP COM NEW 171779309   7,993,512 162,867 SH   SOLE   162,867 0 0
CISCO SYS INC COM 17275R102   5,061,817 94,200 SH   SOLE   94,200 0 0
CIVITAS RESOURCES INC COM NEW 17888H103   2,493,912 30,853 SH   SOLE   30,853 0 0
CLEAN HARBORS INC COM 184496107   152,283,863 910,296 SH   SOLE   910,296 0 0
CME GROUP INC COM 12572Q105   20,112,306 100,497 SH   SOLE   100,497 0 0
COCA COLA CO COM 191216100   6,834,975 122,154 SH   SOLE   122,154 0 0
COMCAST CORP NEW CL A 20030N101   8,629,881 194,721 SH   SOLE   194,721 0 0
COMFORT SYS USA INC COM 199908104   30,025,969 176,276 SH   SOLE   176,276 0 0
COMMERCIAL METALS CO COM 201723103   2,580,166 52,244 SH   SOLE   52,244 0 0
CONSTELLATION ENERGY CORP COM 21037T109   193,567,380 1,775,271 SH   SOLE   1,775,271 0 0
COPART INC COM 217204106   38,967,229 904,687 SH   SOLE   904,687 0 0
COTY INC COM CL A 222070203   29,359,206 2,677,497 SH   SOLE   2,677,497 0 0
COURSERA INC COM 22266M104   512,752 27,443 SH   SOLE   27,443 0 0
DARLING INGREDIENTS INC COM 237266101   23,040,214 441,576 SH   SOLE   441,576 0 0
DELL TECHNOLOGIES INC CL C 24703L202   6,324,465 91,835 SH   SOLE   91,835 0 0
DEXCOM INC COM 252131107   25,473,615 273,153 SH   SOLE   273,153 0 0
DIGITAL TURBINE INC COM NEW 25400W102   5,817,474 961,988 SH   SOLE   961,988 0 0
DYNATRACE INC COM NEW 268150109   15,138,330 324,096 SH   SOLE   324,096 0 0
E L F BEAUTY INC COM 26856L103   32,611,919 297,062 SH   SOLE   297,062 0 0
EAGLE MATLS INC COM 26969P108   148,803,583 893,988 SH   SOLE   893,988 0 0
EBIX INC COM NEW 278715206   1,061,840 104,000 SH Put SOLE   104,000 0 0
ELEVANCE HEALTH INC COM 036752103   26,750,609 61,447 SH   SOLE   61,447 0 0
ELI LILLY & CO COM 532457108   56,964,435 106,102 SH   SOLE   106,102 0 0
ENERGY RECOVERY INC COM 29270J100   563,505 26,576 SH   SOLE   26,576 0 0
ENOVIS CORPORATION COM 194014502   29,111,058 552,321 SH   SOLE   552,321 0 0
ENVISTA HOLDINGS CORPORATION COM 29415F104   7,201,322 258,411 SH   SOLE   258,411 0 0
EQT CORP COM 26884L109   15,840,684 390,479 SH   SOLE   390,479 0 0
EQUIFAX INC COM 294429105   44,966,793 245,572 SH   SOLE   245,572 0 0
EXXON MOBIL CORP COM 30231G102   67,996,612 578,567 SH   SOLE   578,567 0 0
FERGUSON PLC NEW SHS G3421J106   43,707,685 265,870 SH   SOLE   265,870 0 0
FIRST INDL RLTY TR INC COM 32054K103   30,104,172 632,852 SH   SOLE   632,852 0 0
FIRST SOLAR INC COM 336433107   10,468,438 64,813 SH   SOLE   64,813 0 0
FLUOR CORP NEW COM 343412102   19,922,762 543,103 SH   SOLE   543,103 0 0
FRANCO NEV CORP COM 351858105   11,029,842 82,253 SH   SOLE   82,253 0 0
FREEPORT-MCMORAN INC CL B 35671D857   4,458,077 119,606 SH   SOLE   119,606 0 0
G III APPAREL GROUP LTD COM 36237H101   2,670,993 107,233 SH   SOLE   107,233 0 0
GARTNER INC COM 366651107   81,435,109 237,090 SH   SOLE   237,090 0 0
GILEAD SCIENCES INC COM 375558103   57,370,060 765,834 SH   SOLE   765,834 0 0
GMS INC COM 36251C103   2,664,380 41,670 SH   SOLE   41,670 0 0
HALLIBURTON CO COM 406216101   11,276,917 278,573 SH   SOLE   278,573 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104   8,583,175 121,100 SH   SOLE   121,100 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   644,526 10,925 SH   SOLE   10,925 0 0
HERSHEY CO COM 427866108   3,319,571 16,599 SH   SOLE   16,599 0 0
HESS CORP COM 42809H107   96,703,032 632,315 SH   SOLE   632,315 0 0
HOLOGIC INC COM 436440101   1,507,881 21,734 SH   SOLE   21,734 0 0
HOSTESS BRANDS INC CL A 44109J106   24,080,873 723,251 SH   SOLE   723,251 0 0
HP INC COM 40434L105   13,907,299 541,387 SH   SOLE   541,387 0 0
HUMANA INC COM 444859102   28,643,248 58,901 SH   SOLE   58,901 0 0
ICON PLC SHS G4705A100   25,331,040 102,885 SH   SOLE   102,885 0 0
IDEX CORP COM 45167R104   1,318,861 6,342 SH   SOLE   6,342 0 0
INDIVIOR PLC ORD G4766E116   67,875,210 3,127,399 SH   SOLE   3,127,399 0 0
INFOSYS LTD SPONSORED ADR 456788108   1,141,117 66,693 SH   SOLE   66,693 0 0
INSULET CORP COM 45784P101   583,875 3,662 SH   SOLE   3,662 0 0
INTEL CORP COM 458140100   13,797,117 388,285 SH   SOLE   388,285 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   76,819,081 698,473 SH   SOLE   698,473 0 0
INTUIT COM 461202103   71,927,894 140,830 SH   SOLE   140,830 0 0
IQVIA HLDGS INC COM 46266C105   1,234,034 6,274 SH   SOLE   6,274 0 0
JABIL INC COM 466313103   20,700,982 163,213 SH   SOLE   163,213 0 0
JACOBS SOLUTIONS INC COM 46982L108   14,549,668 109,396 SH   SOLE   109,396 0 0
JPMORGAN CHASE & CO COM 46625H100   14,568,547 100,506 SH   SOLE   100,506 0 0
KLA CORP COM NEW 482480100   17,585,670 38,359 SH   SOLE   38,359 0 0
LAM RESEARCH CORP COM 512807108   43,107,946 68,802 SH   SOLE   68,802 0 0
LAMB WESTON HLDGS INC COM 513272104   13,882,491 150,214 SH   SOLE   150,214 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104   41,802,940 486,691 SH   SOLE   486,691 0 0
LAUDER ESTEE COS INC CL A 518439104   14,837,557 102,694 SH   SOLE   102,694 0 0
LINDE PLC SHS G54950103   82,944,099 220,385 SH   SOLE   220,385 0 0
LPL FINL HLDGS INC COM 50212V100   60,649,379 255,317 SH   SOLE   255,317 0 0
MARSH & MCLENNAN COS INC COM 571748102   33,047,504 173,739 SH   SOLE   173,739 0 0
MASTERCARD INCORPORATED CL A 57636Q104   33,226,029 83,962 SH   SOLE   83,962 0 0
MCDONALDS CORP COM 580135101   7,903,181 30,014 SH   SOLE   30,014 0 0
MCKESSON CORP COM 58155Q103   129,605,152 298,163 SH   SOLE   298,163 0 0
MERCK & CO INC COM 58933Y105   28,027,045 272,366 SH   SOLE   272,366 0 0
MERITAGE HOMES CORP COM 59001A102   21,527,584 175,971 SH   SOLE   175,971 0 0
META PLATFORMS INC CL A 30303M102   282,501,861 906,268 SH   SOLE   906,268 0 0
METLIFE INC COM 59156R108   10,904,611 173,418 SH   SOLE   173,418 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105   6,311,930 5,699 SH   SOLE   5,699 0 0
MICROSOFT CORP COM 594918104   412,195,711 1,305,966 SH   SOLE   1,305,966 0 0
MONDELEZ INTL INC CL A 609207105   62,993,888 907,988 SH   SOLE   907,988 0 0
MONTROSE ENVIRONMENTAL GROUP COM 615111101   527,134 18,021 SH   SOLE   18,021 0 0
MOODYS CORP COM 615369105   63,058,685 199,537 SH   SOLE   199,537 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307   2,247,515 8,258 SH   SOLE   8,258 0 0
NATERA INC COM 632307104   23,550,494 532,449 SH   SOLE   532,449 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106   16,411,542 552,843 SH   SOLE   552,843 0 0
NIKE INC CL B 654106103   24,808,684 259,551 SH   SOLE   259,551 0 0
NOV INC COM 62955J103   42,871,499 2,052,163 SH   SOLE   2,052,163 0 0
NVENT ELECTRIC PLC SHS G6700G107   56,818,818 1,072,729 SH   SOLE   1,072,729 0 0
NVIDIA CORPORATION COM 67066G104   275,309,240 604,000 SH   SOLE   604,000 0 0
OKTA INC CL A 679295105   18,754,522 230,190 SH   SOLE   230,190 0 0
OMNICOM GROUP INC COM 681919106   8,397,256 112,798 SH   SOLE   112,798 0 0
ORACLE CORP COM 68389X105   86,540,306 817,363 SH   SOLE   817,363 0 0
OVINTIV INC COM 69047Q102   19,619,764 412,633 SH   SOLE   412,633 0 0
PACCAR INC COM 693718108   5,882,155 69,218 SH   SOLE   69,218 0 0
PAYCHEX INC COM 704326107   265,596 2,304 SH   SOLE   2,304 0 0
PENUMBRA INC COM 70975L107   668,435 2,764 SH   SOLE   2,764 0 0
PEPSICO INC COM 713448108   7,331,449 43,289 SH   SOLE   43,289 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103   32,280,258 548,590 SH   SOLE   548,590 0 0
PERION NETWORK LTD SHS NEW M78673114   8,588,697 280,533 SH   SOLE   280,533 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408   77,131,447 5,147,860 SH   SOLE   5,147,860 0 0
PG&E CORP COM 69331C108   115,317,790 7,151,959 SH   SOLE   7,151,959 0 0
PHILIP MORRIS INTL INC COM 718172109   11,301,123 122,126 SH   SOLE   122,126 0 0
PINNACLE FINL PARTNERS INC COM 72346Q104   29,442,614 439,373 SH   SOLE   439,373 0 0
POOL CORP COM 73278L105   42,038,108 118,839 SH   SOLE   118,839 0 0
POWERSCHOOL HOLDINGS INC COM CL A 73939C106   954,760 42,147 SH   SOLE   42,147 0 0
PROCTER AND GAMBLE CO COM 742718109   25,773,287 176,781 SH   SOLE   176,781 0 0
PROLOGIS INC. COM 74340W103   18,444,329 153,447 SH   SOLE   153,447 0 0
QORVO INC COM 74736K101   27,600,531 289,229 SH   SOLE   289,229 0 0
QUALYS INC COM 74758T303   13,440,903 88,147 SH   SOLE   88,147 0 0
REINSURANCE GRP OF AMERICA I COM NEW 759351604   8,952,136 61,687 SH   SOLE   61,687 0 0
REVVITY INC COM 714046109   12,896,885 116,557 SH   SOLE   116,557 0 0
ROCKWELL AUTOMATION INC COM 773903109   10,944,297 38,302 SH   SOLE   38,302 0 0
ROPER TECHNOLOGIES INC COM 776696106   1,387,040 2,865 SH   SOLE   2,865 0 0
ROSS STORES INC COM 778296103   20,734,707 183,606 SH   SOLE   183,606 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203   30,719,958 316,162 SH   SOLE   316,162 0 0
SAIA INC COM 78709Y105   121,320,997 304,467 SH   SOLE   304,467 0 0
SALESFORCE INC COM 79466L302   11,629,745 57,378 SH   SOLE   57,378 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   7,204,100 109,284 SH   SOLE   109,284 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   344,521 2,661 SH   SOLE   2,661 0 0
SPROUTS FMRS MKT INC COM 85208M102   11,429,857 267,178 SH   SOLE   267,178 0 0
STAR BULK CARRIERS CORP. SHS PAR Y8162K204   1,416,505 73,502 SH   SOLE   73,502 0 0
STELLANTIS N.V SHS N82405106   13,742,076 713,417 SH   SOLE   713,417 0 0
SYNOPSYS INC COM 871607107   17,610,772 38,388 SH   SOLE   38,388 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   349,261 4,021 SH   SOLE   4,021 0 0
TENABLE HLDGS INC COM 88025T102   33,509,177 748,302 SH   SOLE   748,302 0 0
TERADYNE INC COM 880770102   858,471 8,548 SH   SOLE   8,548 0 0
TEREX CORP NEW COM 880779103   3,877,275 67,322 SH   SOLE   67,322 0 0
TETRA TECH INC NEW COM 88162G103   1,399,466 9,208 SH   SOLE   9,208 0 0
TFI INTL INC COM 87241L109   113,636,030 882,598 SH   SOLE   882,598 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   104,463,505 206,465 SH   SOLE   206,465 0 0
TOPBUILD CORP COM 89055F103   61,350,114 243,930 SH   SOLE   243,930 0 0
TRANSUNION COM 89400J107   28,095,334 391,527 SH   SOLE   391,527 0 0
TWILIO INC CL A 90138F102   20,301,564 347,010 SH   SOLE   347,010 0 0
UBER TECHNOLOGIES INC COM 90353T100   6,313,801 137,349 SH   SOLE   137,349 0 0
UBS GROUP AG SHS H42097107   6,657,340 268,532 SH   SOLE   268,532 0 0
UNION PAC CORP COM 907818108   20,819,463 102,289 SH   SOLE   102,289 0 0
UNITEDHEALTH GROUP INC COM 91324P102   38,017,457 75,438 SH   SOLE   75,438 0 0
UNIVERSAL DISPLAY CORP COM 91347P105   1,037,702 6,612 SH   SOLE   6,612 0 0
UNUM GROUP COM 91529Y106   12,410,424 252,414 SH   SOLE   252,414 0 0
VALERO ENERGY CORP COM 91913Y100   5,896,904 41,632 SH   SOLE   41,632 0 0
VALMONT INDS INC COM 920253101   835,917 3,481 SH   SOLE   3,481 0 0
VALVOLINE INC COM 92047W101   28,509,750 884,642 SH   SOLE   884,642 0 0
VEEVA SYS INC CL A COM 922475108   1,461,547 7,186 SH   SOLE   7,186 0 0
VERACYTE INC COM 92337F107   374,739 16,787 SH   SOLE   16,787 0 0
VERISK ANALYTICS INC COM 92345Y106   1,550,207 6,564 SH   SOLE   6,564 0 0
VISA INC COM CL A 92826C839   53,709,091 233,615 SH   SOLE   233,615 0 0
VULCAN MATLS CO COM 929160109   63,555,789 314,722 SH   SOLE   314,722 0 0
WALMART INC COM 931142103   55,423,016 346,705 SH   SOLE   346,705 0 0
WEATHERFORD INTL PLC ORD SHS G48833118   30,974,937 343,056 SH   SOLE   343,056 0 0
WELLS FARGO CO NEW COM 949746101   72,085,878 1,764,874 SH   SOLE   1,764,874 0 0
WESCO INTL INC COM 95082P105   36,931,907 256,898 SH   SOLE   256,898 0 0
WEX INC COM 96208T104   5,088,457 27,066 SH   SOLE   27,066 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104   33,639,145 822,071 SH   SOLE   822,071 0 0
WOLFSPEED INC COM 977852102   2,662,132 69,903 SH   SOLE   69,903 0 0
XEROX HOLDINGS CORP COM NEW 98421M106   5,687,530 362,664 SH   SOLE   362,664 0 0
ZOETIS INC CL A 98978V103   63,789,385 366,816 SH   SOLE   366,816 0 0