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
ABBVIE INC COM 00287Y109   85,976,058 483,827 SH   SOLE   483,827 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   3,251,243 9,242 SH   SOLE   9,242 0 0
ADVANCED MICRO DEVICES INC COM 007903107   22,797,784 188,739 SH   SOLE   188,739 0 0
AFFIRM HLDGS INC COM CL A 00827B106   46,907,921 770,245 SH   SOLE   770,245 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101   9,775,972 90,468 SH   SOLE   90,468 0 0
ALLSTATE CORP COM 020002101   77,413,282 401,542 SH   SOLE   401,542 0 0
ALPHABET INC CAP STK CL A 02079K305   82,499,780 435,815 SH   SOLE   435,815 0 0
ALTRIA GROUP INC COM 02209S103   14,342,467 274,287 SH   SOLE   274,287 0 0
AMAZON COM INC COM 023135106   256,373,230 1,168,573 SH   SOLE   1,168,573 0 0
AMER SPORTS INC COM SHS G0260P102   693,883 24,817 SH   SOLE   24,817 0 0
AMERICAN EXPRESS CO COM 025816109   8,356,122 28,155 SH   SOLE   28,155 0 0
AMERICAN INTL GROUP INC COM NEW 026874784   19,965,109 274,246 SH   SOLE   274,246 0 0
AON PLC SHS CL A G0403H108   5,185,193 14,437 SH   SOLE   14,437 0 0
API GROUP CORP COM STK 00187Y100   11,625,576 323,202 SH   SOLE   323,202 0 0
APPLE INC COM 037833100   55,059,345 219,868 SH   SOLE   219,868 0 0
ATI INC COM 01741R102   8,102,989 147,220 SH   SOLE   147,220 0 0
AVANTOR INC COM 05352A100   81,795,573 3,882,087 SH   SOLE   3,882,087 0 0
AXON ENTERPRISE INC COM 05464C101   56,527,558 95,113 SH   SOLE   95,113 0 0
AZEK CO INC CL A 05478C105   31,380,376 661,057 SH   SOLE   661,057 0 0
BAKER HUGHES COMPANY CL A 05722G100   43,232,906 1,053,947 SH   SOLE   1,053,947 0 0
BANK NOVA SCOTIA HALIFAX COM 064149107   27,452,047 511,877 SH   SOLE   511,877 0 0
BANK OZK LITTLE ROCK ARK COM 06417N103   3,748,224 84,173 SH   SOLE   84,173 0 0
BELLRING BRANDS INC COMMON STOCK 07831C103   55,985,305 743,102 SH   SOLE   743,102 0 0
BLACKROCK INC COM 09290D101   40,531,824 39,539 SH   SOLE   39,539 0 0
BLACKSTONE INC COM 09260D107   16,840,779 97,673 SH   SOLE   97,673 0 0
BLOOM ENERGY CORP COM CL A 093712107   4,375,370 197,000 SH Call SOLE   197,000 0 0
BLOOM ENERGY CORP COM CL A 093712107   32,149,686 1,447,532 SH   SOLE   1,447,532 0 0
BOOT BARN HLDGS INC COM 099406100   36,360,890 239,500 SH   SOLE   239,500 0 0
BROADCOM INC COM 11135F101   103,562,464 446,698 SH   SOLE   446,698 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   81,710,365 571,681 SH   SOLE   571,681 0 0
BURLINGTON STORES INC COM 122017106   113,151,146 396,938 SH   SOLE   396,938 0 0
CAMECO CORP COM 13321L108   21,611,088 420,531 SH   SOLE   420,531 0 0
CAPITAL ONE FINL CORP COM 14040H105   46,914,744 263,093 SH   SOLE   263,093 0 0
CAVA GROUP INC COM 148929102   15,498,494 137,398 SH   SOLE   137,398 0 0
CBIZ INC COM 124805102   32,233,655 393,910 SH   SOLE   393,910 0 0
CHURCHILL DOWNS INC COM 171484108   47,482,417 355,567 SH   SOLE   355,567 0 0
CITIGROUP INC COM NEW 172967424   2,370,594 33,678 SH   SOLE   33,678 0 0
CLEAN HARBORS INC COM 184496107   53,129,660 230,858 SH   SOLE   230,858 0 0
CMS ENERGY CORP COM 125896100   15,005,181 225,134 SH   SOLE   225,134 0 0
COHERENT CORP COM 19247G107   11,461,193 120,988 SH   SOLE   120,988 0 0
COMFORT SYS USA INC COM 199908104   42,555,693 100,353 SH   SOLE   100,353 0 0
CONSTELLATION BRANDS INC CL A 21036P108   15,164,578 68,618 SH   SOLE   68,618 0 0
CONSTELLATION ENERGY CORP COM 21037T109   64,666,284 289,063 SH   SOLE   289,063 0 0
CONSTRUCTION PARTNERS INC COM CL A 21044C107   18,892,845 213,575 SH   SOLE   213,575 0 0
COPART INC COM 217204106   47,720,474 831,512 SH   SOLE   831,512 0 0
CORE & MAIN INC CL A 21874C102   43,531,716 855,072 SH   SOLE   855,072 0 0
COREBRIDGE FINL INC COM 21871X109   56,823,631 1,898,551 SH   SOLE   1,898,551 0 0
CORPAY INC COM SHS 219948106   3,872,202 11,442 SH   SOLE   11,442 0 0
CORTEVA INC COM 22052L104   59,642,987 1,047,103 SH   SOLE   1,047,103 0 0
COSTAR GROUP INC COM 22160N109   7,704,731 107,623 SH   SOLE   107,623 0 0
CREDICORP LTD COM G2519Y108   9,349,320 51,000 SH   SOLE   51,000 0 0
CRH PLC ORD G25508105   51,149,589 552,849 SH   SOLE   552,849 0 0
CUMMINS INC COM 231021106   2,267,992 6,506 SH   SOLE   6,506 0 0
DECKERS OUTDOOR CORP COM 243537107   564,996 2,782 SH   SOLE   2,782 0 0
DELL TECHNOLOGIES INC CL C 24703L202   7,730,875 67,085 SH   SOLE   67,085 0 0
DIVERSIFIED ENERGY COMPANY P SHS NEW G2891G204   5,979,288 355,910 SH   SOLE   355,910 0 0
DR REDDYS LABS LTD ADR 256135203   4,666,419 295,530 SH   SOLE   295,530 0 0
DYNATRACE INC COM NEW 268150109   18,650,800 343,161 SH   SOLE   343,161 0 0
E L F BEAUTY INC COM 26856L103   7,578,575 60,363 SH   SOLE   60,363 0 0
EAGLE MATLS INC COM 26969P108   66,800,646 270,711 SH   SOLE   270,711 0 0
ELEVANCE HEALTH INC COM 036752103   8,591,681 23,290 SH   SOLE   23,290 0 0
ELI LILLY & CO COM 532457108   46,559,320 60,310 SH   SOLE   60,310 0 0
EMBRAER S.A. SPONSORED ADS 29082A107   25,882,802 705,638 SH   SOLE   705,638 0 0
ENOVIS CORPORATION COM 194014502   29,218,288 665,868 SH   SOLE   665,868 0 0
EQUIFAX INC COM 294429105   18,816,085 73,832 SH   SOLE   73,832 0 0
EQUITABLE HLDGS INC COM 29452E101   46,034,429 975,926 SH   SOLE   975,926 0 0
EVERCORE INC CLASS A 29977A105   32,217,517 116,229 SH   SOLE   116,229 0 0
EXACT SCIENCES CORP COM 30063P105   14,375,762 255,842 SH   SOLE   255,842 0 0
FERRARI N V COM N3167Y103   831,903 1,949 SH   SOLE   1,949 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   26,393,132 326,769 SH   SOLE   326,769 0 0
FISERV INC COM 337738108   87,262,827 424,802 SH   SOLE   424,802 0 0
FLUOR CORP NEW COM 343412102   61,791,844 1,252,876 SH   SOLE   1,252,876 0 0
FLUTTER ENTMT PLC SHS G3643J108   139,003,787 536,716 SH   SOLE   536,716 0 0
FREEPORT-MCMORAN INC CL B 35671D857   9,763,522 256,395 SH   SOLE   256,395 0 0
GARTNER INC COM 366651107   56,085,154 115,766 SH   SOLE   115,766 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   4,649,521 59,472 SH   SOLE   59,472 0 0
GENERAL MTRS CO COM 37045V100   110,169,445 2,068,133 SH   SOLE   2,068,133 0 0
GLOBANT S A COM L44385109   5,560,768 25,934 SH   SOLE   25,934 0 0
GLOBUS MED INC CL A 379577208   42,751,724 516,887 SH   SOLE   516,887 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   116,966,224 204,265 SH   SOLE   204,265 0 0
HAMILTON LANE INC CL A 407497106   30,350,102 204,999 SH   SOLE   204,999 0 0
HCA HEALTHCARE INC COM 40412C101   4,561,079 15,196 SH   SOLE   15,196 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   783,051 12,262 SH   SOLE   12,262 0 0
HERC HLDGS INC COM 42704L104   71,210,610 376,119 SH   SOLE   376,119 0 0
HESS CORP COM 42809H107   3,982,718 29,943 SH   SOLE   29,943 0 0
HESS MIDSTREAM LP CL A SHS 428103105   31,520,047 851,203 SH   SOLE   851,203 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   38,837,487 157,135 SH   SOLE   157,135 0 0
HOLOGIC INC COM 436440101   231,481 3,211 SH   SOLE   3,211 0 0
HUBSPOT INC COM 443573100   15,944,885 22,884 SH   SOLE   22,884 0 0
HUDBAY MINERALS INC COM 443628102   20,858,101 2,574,709 SH   SOLE   2,574,709 0 0
HYATT HOTELS CORP COM CL A 448579102   40,462,066 257,753 SH   SOLE   257,753 0 0
ICICI BANK LIMITED ADR 45104G104   4,224,205 141,467 SH   SOLE   141,467 0 0
ICON PLC SHS G4705A100   4,404,959 21,005 SH   SOLE   21,005 0 0
INDIE SEMICONDUCTOR INC CLASS A COM 45569U101   26,485,761 6,539,694 SH   SOLE   6,539,694 0 0
INFOSYS LTD SPONSORED ADR 456788108   1,097,249 50,057 SH   SOLE   50,057 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   33,738,397 226,417 SH   SOLE   226,417 0 0
INTERNATIONAL PAPER CO COM 460146103   108,705,959 2,019,806 SH   SOLE   2,019,806 0 0
INTUIT COM 461202103   11,547,431 18,373 SH   SOLE   18,373 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   28,075,706 53,789 SH   SOLE   53,789 0 0
JEFFERIES FINL GROUP INC COM 47233W109   109,352,712 1,394,805 SH   SOLE   1,394,805 0 0
JONES LANG LASALLE INC COM 48020Q107   99,791,332 394,214 SH   SOLE   394,214 0 0
JPMORGAN CHASE & CO. COM 46625H100   16,489,891 68,791 SH   SOLE   68,791 0 0
KINROSS GOLD CORP COM 496902404   13,686,914 1,476,474 SH   SOLE   1,476,474 0 0
KINSALE CAP GROUP INC COM 49714P108   26,160,307 56,243 SH   SOLE   56,243 0 0
KIRBY CORP COM 497266106   40,503,943 382,835 SH   SOLE   382,835 0 0
KKR & CO INC COM 48251W104   47,648,171 322,143 SH   SOLE   322,143 0 0
KORN FERRY COM NEW 500643200   25,412,597 376,762 SH   SOLE   376,762 0 0
KORNIT DIGITAL LTD SHS M6372Q113   19,867,053 641,908 SH   SOLE   641,908 0 0
KULICKE & SOFFA INDS INC COM 501242101   9,930,834 212,834 SH   SOLE   212,834 0 0
LAM RESEARCH CORP COM NEW 512807306   10,784,445 149,307 SH   SOLE   149,307 0 0
LEIDOS HOLDINGS INC COM 525327102   9,751,998 67,694 SH   SOLE   67,694 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   73,781,174 796,257 SH   SOLE   796,257 0 0
LINDE PLC SHS G54950103   10,316,029 24,640 SH   SOLE   24,640 0 0
LPL FINL HLDGS INC COM 50212V100   27,014,131 82,736 SH   SOLE   82,736 0 0
MARRIOTT INTL INC NEW CL A 571903202   430,125 1,542 SH   SOLE   1,542 0 0
MASTERCARD INCORPORATED CL A 57636Q104   5,438,942 10,329 SH   SOLE   10,329 0 0
MATSON INC COM 57686G105   6,782,047 50,297 SH   SOLE   50,297 0 0
MCKESSON CORP COM 58155Q103   10,964,498 19,239 SH   SOLE   19,239 0 0
MERCK & CO INC COM 58933Y105   8,112,892 81,553 SH   SOLE   81,553 0 0
MERITAGE HOMES CORP COM 59001A102   20,042,900 130,301 SH   SOLE   130,301 0 0
META PLATFORMS INC CL A 30303M102   135,074,815 230,696 SH   SOLE   230,696 0 0
MICRON TECHNOLOGY INC COM 595112103   22,714,027 269,891 SH   SOLE   269,891 0 0
MICROSOFT CORP COM 594918104   267,026,573 633,515 SH   SOLE   633,515 0 0
MIRION TECHNOLOGIES INC COM CL A 60471A101   38,155,350 2,186,553 SH   SOLE   2,186,553 0 0
MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104   10,880,110 928,337 SH   SOLE   928,337 0 0
MKS INSTRS INC COM 55306N104   25,719,295 246,377 SH   SOLE   246,377 0 0
MOODYS CORP COM 615369105   29,429,413 62,170 SH   SOLE   62,170 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307   4,318,153 9,342 SH   SOLE   9,342 0 0
MSA SAFETY INC COM 553498106   213,512 1,288 SH   SOLE   1,288 0 0
NATERA INC COM 632307104   20,424,974 129,027 SH   SOLE   129,027 0 0
NETAPP INC COM 64110D104   9,689,430 83,472 SH   SOLE   83,472 0 0
NISOURCE INC COM 65473P105   21,830,845 593,875 SH   SOLE   593,875 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104   2,356,148 91,572 SH   SOLE   91,572 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   5,923,361 571,753 SH   SOLE   571,753 0 0
NVENT ELECTRIC PLC SHS G6700G107   52,011,192 763,075 SH   SOLE   763,075 0 0
NVIDIA CORPORATION COM 67066G104   330,971,940 2,464,606 SH   SOLE   2,464,606 0 0
OMNICOM GROUP INC COM 681919106   1,373,112 15,959 SH   SOLE   15,959 0 0
ON HLDG AG NAMEN AKT A H5919C104   668,084 12,198 SH   SOLE   12,198 0 0
ON SEMICONDUCTOR CORP COM 682189105   5,643,542 89,509 SH   SOLE   89,509 0 0
ORACLE CORP COM 68389X105   96,617,372 579,797 SH   SOLE   579,797 0 0
OTIS WORLDWIDE CORP COM 68902V107   7,346,473 79,327 SH   SOLE   79,327 0 0
P10 INC COM CL A 69376K106   20,992,851 1,664,778 SH   SOLE   1,664,778 0 0
PALOMAR HLDGS INC COM 69753M105   48,052,108 455,082 SH   SOLE   455,082 0 0
PARKER-HANNIFIN CORP COM 701094104   86,991,095 136,772 SH   SOLE   136,772 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103   24,559,915 290,478 SH   SOLE   290,478 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408   38,618,207 3,002,971 SH   SOLE   3,002,971 0 0
PFIZER INC COM 717081103   11,887,456 448,076 SH   SOLE   448,076 0 0
PG&E CORP COM 69331C108   91,124,182 4,515,569 SH   SOLE   4,515,569 0 0
PILGRIMS PRIDE CORP COM 72147K108   7,148,607 157,493 SH   SOLE   157,493 0 0
PINNACLE FINL PARTNERS INC COM 72346Q104   55,212,850 482,672 SH   SOLE   482,672 0 0
PLANET FITNESS INC CL A 72703H101   18,766,515 189,810 SH   SOLE   189,810 0 0
PPL CORP COM 69351T106   15,668,182 482,692 SH   SOLE   482,692 0 0
PRIMERICA INC COM 74164M108   5,236,235 19,292 SH   SOLE   19,292 0 0
PROCTER AND GAMBLE CO COM 742718109   4,650,276 27,738 SH   SOLE   27,738 0 0
PROGRESSIVE CORP COM 743315103   43,300,163 180,711 SH   SOLE   180,711 0 0
QIFU TECHNOLOGY INC AMERICAN DEP 88557W101   12,492,690 325,500 SH   SOLE   325,500 0 0
QUALCOMM INC COM 747525103   11,599,539 75,508 SH   SOLE   75,508 0 0
QUANEX BLDG PRODS CORP COM 747619104   8,097,008 334,035 SH   SOLE   334,035 0 0
RALPH LAUREN CORP CL A 751212101   507,001 2,195 SH   SOLE   2,195 0 0
REGAL REXNORD CORPORATION COM 758750103   14,279,406 92,048 SH   SOLE   92,048 0 0
REINSURANCE GRP OF AMERICA I COM NEW 759351604   7,401,425 34,646 SH   SOLE   34,646 0 0
REPLIGEN CORP COM 759916109   22,142,578 153,832 SH   SOLE   153,832 0 0
RESTAURANT BRANDS INTL INC COM 76131D103   9,198,984 141,132 SH   SOLE   141,132 0 0
RH COM 74967X103   31,384,079 79,738 SH   SOLE   79,738 0 0
ROPER TECHNOLOGIES INC COM 776696106   205,341 395 SH   SOLE   395 0 0
RYANAIR HOLDINGS PLC SPONSORED ADR 783513203   66,083,835 1,516,032 SH   SOLE   1,516,032 0 0
SAIA INC COM 78709Y105   113,833,151 249,782 SH   SOLE   249,782 0 0
SALESFORCE INC COM 79466L302   15,117,065 45,216 SH   SOLE   45,216 0 0
SHARKNINJA INC COM SHS G8068L108   38,044,102 390,757 SH   SOLE   390,757 0 0
SHIFT4 PMTS INC CL A 82452J109   40,459,463 389,858 SH   SOLE   389,858 0 0
SIMON PPTY GROUP INC NEW COM 828806109   24,707,658 143,474 SH   SOLE   143,474 0 0
SMURFIT WESTROCK PLC SHS G8267P108   21,483,461 398,876 SH   SOLE   398,876 0 0
STAR BULK CARRIERS CORP. SHS PAR Y8162K204   4,740,675 317,102 SH   SOLE   317,102 0 0
STRYKER CORPORATION COM 863667101   60,129,430 167,003 SH   SOLE   167,003 0 0
SYNCHRONY FINANCIAL COM 87165B103   2,331,160 35,864 SH   SOLE   35,864 0 0
SYNOPSYS INC COM 871607107   12,074,786 24,878 SH   SOLE   24,878 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   19,397,665 98,221 SH   SOLE   98,221 0 0
TEMPUR SEALY INTL INC COM 88023U101   10,303,578 181,753 SH   SOLE   181,753 0 0
TESLA INC COM 88160R101   49,493,823 122,558 SH   SOLE   122,558 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209   10,437,351 473,564 SH   SOLE   473,564 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   7,834,664 15,060 SH   SOLE   15,060 0 0
TJX COS INC NEW COM 872540109   7,052,163 58,374 SH   SOLE   58,374 0 0
TOPBUILD CORP COM 89055F103   14,356,199 46,111 SH   SOLE   46,111 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274   10,275,318 199,482 SH   SOLE   199,482 0 0
TRANSALTA CORP COM 89346D107   7,139,446 505,451 SH   SOLE   505,451 0 0
TRANSUNION COM 89400J107   33,577,430 362,177 SH   SOLE   362,177 0 0
UNION PAC CORP COM 907818108   4,312,921 18,913 SH   SOLE   18,913 0 0
UNITEDHEALTH GROUP INC COM 91324P102   10,863,849 21,476 SH   SOLE   21,476 0 0
UNUM GROUP COM 91529Y106   16,464,467 225,448 SH   SOLE   225,448 0 0
US FOODS HLDG CORP COM 912008109   24,050,704 356,518 SH   SOLE   356,518 0 0
VERISK ANALYTICS INC COM 92345Y106   298,842 1,085 SH   SOLE   1,085 0 0
VISA INC COM CL A 92826C839   6,547,085 20,716 SH   SOLE   20,716 0 0
VISTRA CORP COM 92840M102   53,786,947 390,128 SH   SOLE   390,128 0 0
VULCAN MATLS CO COM 929160109   103,433,726 402,106 SH   SOLE   402,106 0 0
WALMART INC COM 931142103   77,396,069 856,625 SH   SOLE   856,625 0 0
WELLS FARGO CO NEW COM 949746101   96,566,795 1,374,812 SH   SOLE   1,374,812 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105   20,912,086 63,842 SH   SOLE   63,842 0 0
WESTERN DIGITAL CORP COM 958102105   85,980,318 1,441,897 SH   SOLE   1,441,897 0 0
WHEATON PRECIOUS METALS CORP COM 962879102   3,896,806 69,320 SH   SOLE   69,320 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105   19,637,742 50,846 SH   SOLE   50,846 0 0
ZIONS BANCORPORATION N A COM 989701107   37,037,777 682,724 SH   SOLE   682,724 0 0
ZOETIS INC CL A 98978V103   44,574,064 273,578 SH   SOLE   273,578 0 0