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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
10X GENOMICS INC CL A COM 88025U109 1,083 7,650 SH   SOLE   7,650 0 0
2U INC COM 90214J101 6,790 169,700 SH   SOLE   169,700 0 0
908 DEVICES INC COM 65443P102 18,509 325,000 SH   SOLE   298,800 0 26,200
ABBOTT LABS COM 002824100 704,119 6,430,902 SH   SOLE   6,177,342 0 253,560
ABIOMED INC COM 003654100 663,917 2,047,862 SH   SOLE   2,047,862 0 0
ACCURAY INC COM 004397105 11,362 2,724,700 SH   SOLE   2,724,700 0 0
ACTIVISION BLIZZARD INC COM 00507V109 606,097 6,527,700 SH   SOLE   6,279,050 0 248,650
ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109 7,598 128,500 SH   SOLE   128,500 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 4,308,926 8,615,785 SH   SOLE   8,305,225 0 310,560
AECOM COM 00766T100 1,102,850 22,154,479 SH   SOLE   20,900,608 0 1,253,871
AGILENT TECHNOLOGIES INC COM 00846U101 377,644 3,187,136 SH   SOLE   2,849,516 0 337,620
ALASKA AIR GROUP INC COM 011659109 268,588 5,165,147 SH   SOLE   5,165,147 0 0
ALBEMARLE CORP COM 012653101 672,565 4,559,145 SH   SOLE   4,317,545 0 241,600
ALCON AG ORD SHS H01301128 247,898 3,757,173 SH   SOLE   3,662,849 0 94,324
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 21,297 119,500 SH   SOLE   119,500 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 2,911,379 12,509,686 SH   SOLE   12,192,261 0 317,425
ALKERMES PLC SHS G01767105 142,159 7,125,760 SH   SOLE   6,842,360 0 283,400
ALLEGIANT TRAVEL CO COM 01748X102 3,047 16,100 SH   SOLE   16,100 0 0
ALLOGENE THERAPEUTICS INC COM 019770106 31,257 1,238,400 SH   SOLE   1,238,400 0 0
ALPHABET INC CAP STK CL A 02079K305 2,427,766 1,385,205 SH   SOLE   1,320,338 0 64,867
ALPHABET INC CAP STK CL C 02079K107 1,849,726 1,055,852 SH   SOLE   1,011,320 0 44,532
ALTAIR ENGR INC COM CL A 021369103 57,876 994,780 SH   SOLE   994,780 0 0
ALTICE USA INC CL A 02156K103 31,690 836,800 SH   SOLE   836,800 0 0
ALTRIA GROUP INC COM 02209S103 27,098 660,924 SH   SOLE   660,924 0 0
AMAZON COM INC COM 023135106 1,300,362 399,260 SH   SOLE   396,210 0 3,050
AMBARELLA INC SHS G037AX101 27,454 299,000 SH   SOLE   299,000 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 751,694 47,666,106 SH   SOLE   46,745,246 0 920,860
AMERICAN EXPRESS CO COM 025816109 2,273 18,800 SH   SOLE   18,800 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 24,270 809,000 SH   SOLE   653,700 0 155,300
AMETEK INC COM 031100100 135,905 1,123,740 SH   SOLE   1,091,840 0 31,900
AMGEN INC COM 031162100 3,903,772 16,978,827 SH   SOLE   16,488,647 0 490,180
AMICUS THERAPEUTICS INC COM 03152W109 49,182 2,130,000 SH   SOLE   2,130,000 0 0
ANALOG DEVICES INC COM 032654105 677,623 4,586,900 SH   SOLE   4,436,640 0 150,260
ANGI HOMESERVICES INC COM CL A 00183L102 3,761 285,000 SH   SOLE   285,000 0 0
APPLE INC COM 037833100 370,046 2,788,800 SH   SOLE   2,788,800 0 0
APPLIED MATLS INC COM 038222105 441,341 5,114,035 SH   SOLE   4,839,980 0 274,055
ARBUTUS BIOPHARMA CORP COM 03879J100 1,775 500,000 SH   SOLE   500,000 0 0
ARENA PHARMACEUTICALS INC COM NEW 040047607 39,299 511,500 SH   SOLE   511,500 0 0
ARISTA NETWORKS INC COM 040413106 915 3,150 SH   SOLE   1,550 0 1,600
ARLO TECHNOLOGIES INC COM 04206A101 39,019 5,008,840 SH   SOLE   4,594,830 0 414,010
ARMSTRONG WORLD INDS INC COM 04247X102 1,637 22,000 SH   SOLE   22,000 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 489,665 1,003,987 SH   SOLE   948,628 0 55,359
ASTRAZENECA PLC SPONSORED ADR 046353108 2,504,946 50,108,946 SH   SOLE   47,756,841 0 2,352,105
AT HOME GROUP INC COM 04650Y100 1,733 112,100 SH   SOLE   112,100 0 0
AUTODESK INC COM 052769106 128,212 419,900 SH   SOLE   419,900 0 0
AUTOZONE INC COM 053332102 7,854 6,625 SH   SOLE   6,625 0 0
AXCELIS TECHNOLOGIES INC COM NEW 054540208 72,745 2,498,110 SH   SOLE   2,498,110 0 0
AXON ENTERPRISE INC COM 05464C101 37,065 302,500 SH   SOLE   302,500 0 0
BAIDU INC SPON ADR REP A 056752108 2,056,956 9,512,376 SH   SOLE   9,202,626 0 309,750
BEIGENE LTD SPONSORED ADR 07725L102 869,929 3,366,727 SH   SOLE   3,345,627 0 21,100
BEYOND MEAT INC COM 08862E109 2,725 21,800 SH   SOLE   21,800 0 0
BIOGEN INC COM 09062X103 3,874,191 15,822,066 SH   SOLE   15,443,182 0 378,884
BIOMARIN PHARMACEUTICAL INC COM 09061G101 1,591,395 18,147,961 SH   SOLE   17,372,898 0 775,063
BIONTECH SE SPONSORED ADS 09075V102 377,291 4,628,197 SH   SOLE   4,446,708 0 181,489
BJS WHSL CLUB HLDGS INC COM 05550J101 20,002 536,540 SH   SOLE   536,540 0 0
BK OF AMERICA CORP COM 060505104 1,238,202 40,851,261 SH   SOLE   39,231,906 0 1,619,355
BLACKBERRY LTD COM 09228F103 393,517 59,353,992 SH   SOLE   58,056,342 0 1,297,650
BLOOM ENERGY CORP COM CL A 093712107 2,869 100,100 SH   SOLE   100,100 0 0
BOOT BARN HLDGS INC COM 099406100 3,252 75,000 SH   SOLE   75,000 0 0
BOSTON SCIENTIFIC CORP COM 101137107 1,418,622 39,460,985 SH   SOLE   38,767,578 0 693,407
BRISTOL-MYERS SQUIBB CO COM 110122108 1,212,094 19,540,448 SH   SOLE   18,694,070 0 846,378
BURLINGTON STORES INC COM 122017106 114,964 439,550 SH   SOLE   439,550 0 0
CABOT OIL & GAS CORP COM 127097103 80,121 4,921,454 SH   SOLE   4,591,250 0 330,204
CALAVO GROWERS INC COM 128246105 12,733 183,400 SH   SOLE   183,400 0 0
CALITHERA BIOSCIENCES INC COM 13089P101 50,345 10,253,500 SH   SOLE   10,253,500 0 0
CAMECO CORP COM 13321L108 8,344 622,700 SH   SOLE   622,700 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 138,991 3,309,300 SH   SOLE   3,093,850 0 215,450
CARMAX INC COM 143130102 810,680 8,582,253 SH   SOLE   7,902,103 0 680,150
CARNIVAL CORP UNIT 99/99/9999 143658300 338,592 15,632,127 SH   SOLE   15,002,704 0 629,423
CARRIER GLOBAL CORPORATION COM 14448C104 153,361 4,065,762 SH   SOLE   3,967,362 0 98,400
CATERPILLAR INC COM 149123101 924,906 5,081,345 SH   SOLE   4,934,999 0 146,346
CBOE GLOBAL MKTS INC COM 12503M108 5,764 61,900 SH   SOLE   39,600 0 22,300
CELANESE CORP DEL COM 150870103 1,423 10,950 SH   SOLE   0 0 10,950
CERENCE INC COM 156727109 78,933 785,560 SH   SOLE   679,650 0 105,910
CERNER CORP COM 156782104 1,523 19,400 SH   SOLE   19,400 0 0
CERUS CORP COM 157085101 72,207 10,434,500 SH   SOLE   10,434,500 0 0
CHARLES RIV LABS INTL INC COM 159864107 92,556 370,430 SH   SOLE   370,430 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 198,465 300,000 SH   SOLE   300,000 0 0
CHEGG INC COM 163092109 204,832 2,267,600 SH   SOLE   2,267,600 0 0
CHEVRON CORP NEW COM 166764100 20,211 239,330 SH   SOLE   228,659 0 10,671
CIENA CORP COM NEW 171779309 5,999 113,510 SH   SOLE   90,125 0 23,385
CISCO SYS INC COM 17275R102 435,599 9,734,065 SH   SOLE   9,211,183 0 522,882
CITIGROUP INC COM NEW 172967424 305,281 4,951,046 SH   SOLE   4,638,490 0 312,556
CME GROUP INC COM 12572Q105 111,001 609,730 SH   SOLE   609,730 0 0
COLFAX CORP COM 194014106 25,097 656,300 SH   SOLE   605,100 0 51,200
COMCAST CORP NEW CL A 20030N101 51,792 988,402 SH   SOLE   988,402 0 0
COMSCORE INC COM 20564W105 13,665 5,487,965 SH   SOLE   5,487,965 0 0
CONSTELLATION BRANDS INC CL A 21036P108 8,477 38,700 SH   SOLE   38,700 0 0
CONTROLADORA VUELA COMP DE A SPON ADR RP 10 21240E105 894 72,000 SH   SOLE   72,000 0 0
CORNERSTONE BLDG BRANDS INC COM 21925D109 3,155 340,000 SH   SOLE   340,000 0 0
CORNING INC COM 219350105 447,873 12,440,925 SH   SOLE   12,072,125 0 368,800
CORTEVA INC COM 22052L104 88,095 2,275,189 SH   SOLE   2,191,222 0 83,967
CREE INC COM 225447101 342,973 3,238,650 SH   SOLE   2,999,390 0 239,260
CROWDSTRIKE HLDGS INC CL A 22788C105 54,690 258,190 SH   SOLE   258,190 0 0
CSX CORP COM 126408103 144,910 1,596,800 SH   SOLE   1,596,800 0 0
CURTISS WRIGHT CORP COM 231561101 199,516 1,714,790 SH   SOLE   1,682,690 0 32,100
CVS HEALTH CORP COM 126650100 317,635 4,650,585 SH   SOLE   4,430,365 0 220,220
CYBERARK SOFTWARE LTD SHS M2682V108 14,430 89,300 SH   SOLE   89,300 0 0
DARDEN RESTAURANTS INC COM 237194105 6,170 51,800 SH   SOLE   51,800 0 0
DEERE & CO COM 244199105 144,391 536,670 SH   SOLE   536,670 0 0
DELL TECHNOLOGIES INC CL C 24703L202 34,835 475,303 SH   SOLE   455,283 0 20,020
DELTA AIR LINES INC DEL COM NEW 247361702 914,505 22,743,215 SH   SOLE   22,004,845 0 738,370
DESCARTES SYS GROUP INC COM 249906108 302,696 5,176,065 SH   SOLE   5,153,365 0 22,700
DIEBOLD NXDF INC COM 253651103 3,091 290,000 SH   SOLE   290,000 0 0
DIGIMARC CORP NEW COM 25381B101 13,610 288,100 SH   SOLE   288,100 0 0
DISCOVER FINL SVCS COM 254709108 514,330 5,681,321 SH   SOLE   5,497,488 0 183,833
DISNEY WALT CO COM 254687106 680,015 3,753,257 SH   SOLE   3,712,567 0 40,690
DOCUSIGN INC COM 256163106 8,970 40,350 SH   SOLE   40,350 0 0
DOLLAR TREE INC COM 256746108 24,093 223,000 SH   SOLE   191,100 0 31,900
DOORDASH INC CL A 25809K105 62,302 436,442 SH   SOLE   414,102 0 22,340
DOW INC COM 260557103 155,097 2,794,543 SH   SOLE   2,697,870 0 96,673
DUPONT DE NEMOURS INC COM 26614N102 163,628 2,301,055 SH   SOLE   2,224,095 0 76,960
EBAY INC. COM 278642103 141,523 2,816,370 SH   SOLE   2,816,370 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 211,699 2,320,500 SH   SOLE   2,320,500 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 997,732 32,531,211 SH   SOLE   31,444,188 0 1,087,023
ELECTRONIC ARTS INC COM 285512109 128,669 896,025 SH   SOLE   864,050 0 31,975
ENTEGRIS INC COM 29362U104 381,146 3,966,141 SH   SOLE   3,911,160 0 54,981
ENTERCOM COMMUNICATIONS CORP CL A 293639100 2,964 1,200,000 SH   SOLE   1,200,000 0 0
EOG RES INC COM 26875P101 161,333 3,235,079 SH   SOLE   3,233,454 0 1,625
EPIZYME INC COM 29428V104 165,165 15,208,527 SH   SOLE   15,208,527 0 0
EPR PPTYS COM SH BEN INT 26884U109 7,868 242,089 SH   SOLE   242,089 0 0
ERICSSON ADR B SEK 10 294821608 1,449,767 121,319,382 SH   SOLE   117,231,982 0 4,087,400
EXACT SCIENCES CORP COM 30063P105 86,834 655,400 SH   SOLE   655,400 0 0
FACEBOOK INC CL A 30303M102 357,799 1,309,850 SH   SOLE   1,299,750 0 10,100
FARO TECHNOLOGIES INC COM 311642102 5,326 75,400 SH   SOLE   75,400 0 0
FEDEX CORP COM 31428X106 3,561,296 13,717,339 SH   SOLE   13,324,741 0 392,598
FIBROGEN INC COM 31572Q808 342,267 9,228,020 SH   SOLE   8,569,480 0 658,540
FIVE BELOW INC COM 33829M101 3,797 21,700 SH   SOLE   21,700 0 0
FLEX LTD ORD Y2573F102 1,169,001 65,016,736 SH   SOLE   61,676,002 0 3,340,734
FLUIDIGM CORP DEL COM 34385P108 32,603 5,433,843 SH   SOLE   5,433,843 0 0
FORMFACTOR INC COM 346375108 165,456 3,846,032 SH   SOLE   3,846,032 0 0
FREEPORT-MCMORAN INC CL B 35671D857 62,503 2,402,100 SH   SOLE   2,402,100 0 0
GAN LTD ORD SHS G3728V109 18,678 921,000 SH   SOLE   921,000 0 0
GENERAL DYNAMICS CORP COM 369550108 174,661 1,173,638 SH   SOLE   1,167,308 0 6,330
GIBRALTAR INDS INC COM 374689107 26,970 374,900 SH   SOLE   374,900 0 0
GILDAN ACTIVEWEAR INC COM 375916103 3,035 108,340 SH   SOLE   108,340 0 0
GLAUKOS CORP COM 377322102 32,452 431,200 SH   SOLE   431,200 0 0
GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 20,582 559,300 SH   SOLE   551,400 0 7,900
GOLDMAN SACHS GROUP INC COM 38141G104 191,203 725,050 SH   SOLE   719,250 0 5,800
GREIF INC CL B 397624206 1,597 33,000 SH   SOLE   33,000 0 0
GUARDANT HEALTH INC COM 40131M109 16,503 128,052 SH   SOLE   128,052 0 0
HAWAIIAN HOLDINGS INC COM 419879101 6,105 344,900 SH   SOLE   344,900 0 0
HEALTH CATALYST INC COM 42225T107 4,393 100,909 SH   SOLE   100,909 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103 5,169 171,000 SH   SOLE   171,000 0 0
HESS CORP COM 42809H107 450,414 8,532,185 SH   SOLE   8,304,705 0 227,480
HEWLETT PACKARD ENTERPRISE C COM 42824C109 781,421 65,942,728 SH   SOLE   63,441,191 0 2,501,537
HILTON WORLDWIDE HLDGS INC COM 43300A203 65,595 589,565 SH   SOLE   589,565 0 0
HONEYWELL INTL INC COM 438516106 53,143 249,850 SH   SOLE   245,910 0 3,940
HP INC COM 40434L105 795,156 32,336,576 SH   SOLE   31,077,562 0 1,259,014
HUBSPOT INC COM 443573100 116,514 293,900 SH   SOLE   293,900 0 0
IDEX CORP COM 45167R104 102,068 512,390 SH   SOLE   453,270 0 59,120
ILLUMINA INC COM 452327109 292,973 791,818 SH   SOLE   766,635 0 25,183
IMAX CORP COM 45245E109 33,306 1,848,300 SH   SOLE   1,848,300 0 0
IMMUNOGEN INC COM 45253H101 5,810 900,827 SH   SOLE   900,827 0 0
INGEVITY CORP COM 45688C107 2,764 36,500 SH   SOLE   36,500 0 0
INSULET CORP COM 45784P101 415,631 1,625,910 SH   SOLE   1,625,910 0 0
INTEL CORP COM 458140100 1,622,845 32,574,166 SH   SOLE   31,126,109 0 1,448,057
INTUIT COM 461202103 971,691 2,558,091 SH   SOLE   2,485,691 0 72,400
IQVIA HLDGS INC COM 46266C105 55,289 308,583 SH   SOLE   305,138 0 3,445
IROBOT CORP COM 462726100 237,411 2,956,913 SH   SOLE   2,956,913 0 0
JABIL INC COM 466313103 152,472 3,585,050 SH   SOLE   3,284,850 0 300,200
JACOBS ENGR GROUP INC COM 469814107 767,776 7,046,402 SH   SOLE   6,676,817 0 369,585
JETBLUE AWYS CORP COM 477143101 253,386 17,426,825 SH   SOLE   16,661,722 0 765,103
JPMORGAN CHASE & CO COM 46625H100 1,837,914 14,463,795 SH   SOLE   13,867,826 0 595,969
KEYSIGHT TECHNOLOGIES INC COM 49338L103 268,798 2,034,960 SH   SOLE   1,881,800 0 153,160
KIRBY CORP COM 497266106 23,458 452,600 SH   SOLE   452,600 0 0
KLA CORP COM NEW 482480100 2,424,516 9,364,319 SH   SOLE   9,189,769 0 174,550
KROGER CO COM 501044101 3,052 96,100 SH   SOLE   96,100 0 0
L BRANDS INC COM 501797104 427,425 11,493,014 SH   SOLE   11,035,325 0 457,689
L3HARRIS TECHNOLOGIES INC COM 502431109 61,394 324,800 SH   SOLE   324,800 0 0
LAS VEGAS SANDS CORP COM 517834107 69,666 1,168,900 SH   SOLE   1,168,900 0 0
LILLY ELI & CO COM 532457108 6,206,083 36,757,185 SH   SOLE   35,571,906 0 1,185,279
LINDE PLC SHS G5494J103 78,394 297,500 SH   SOLE   297,500 0 0
LIONS GATE ENTMNT CORP CL A VTG 535919401 6,673 586,900 SH   SOLE   586,900 0 0
LIONS GATE ENTMNT CORP CL B NON VTG 535919500 7,831 754,400 SH   SOLE   754,400 0 0
LIVANOVA PLC SHS G5509L101 261,973 3,956,695 SH   SOLE   3,920,885 0 35,810
LIVE NATION ENTERTAINMENT IN COM 538034109 73,150 995,505 SH   SOLE   970,695 0 24,810
LPL FINL HLDGS INC COM 50212V100 21,261 204,000 SH   SOLE   204,000 0 0
LYFT INC CL A COM 55087P104 188,748 3,841,806 SH   SOLE   3,651,376 0 190,430
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 9,038 164,200 SH   SOLE   164,200 0 0
MADISON SQUARE GRDN ENTERTNM CL A 55826T102 21,501 204,698 SH   SOLE   204,698 0 0
MADISON SQUARE GRDN SPRT COR CL A 55825T103 1,265 6,873 SH   SOLE   6,873 0 0
MAGNITE INC COM 55955D100 9,213 300,000 SH   SOLE   300,000 0 0
MARKETAXESS HLDGS INC COM 57060D108 220,019 385,620 SH   SOLE   385,620 0 0
MARRIOTT INTL INC NEW CL A 571903202 137,104 1,039,296 SH   SOLE   1,031,746 0 7,550
MARRONE BIO INNOVATIONS INC COM 57165B106 2,479 1,983,200 SH   SOLE   1,983,200 0 0
MARSH & MCLENNAN COS INC COM 571748102 784,583 6,705,835 SH   SOLE   6,393,901 0 311,934
MASONITE INTL CORP COM 575385109 18,458 187,700 SH   SOLE   187,700 0 0
MASTERCARD INCORPORATED CL A 57636Q104 106,502 298,374 SH   SOLE   288,074 0 10,300
MATERIALISE NV SPONSORED ADS 57667T100 30,428 561,300 SH   SOLE   561,300 0 0
MATSON INC COM 57686G105 30,444 534,392 SH   SOLE   515,662 0 18,730
MATTEL INC COM 577081102 843,654 48,346,949 SH   SOLE   47,032,433 0 1,314,516
MAXAR TECHNOLOGIES INC COM 57778K105 24,536 635,800 SH   SOLE   635,800 0 0
MAXLINEAR INC COM 57776J100 172,835 4,525,662 SH   SOLE   4,186,440 0 339,222
MCDONALDS CORP COM 580135101 32,616 152,000 SH   SOLE   152,000 0 0
MEDTRONIC PLC SHS G5960L103 265,871 2,269,690 SH   SOLE   2,236,845 0 32,845
MERCK & CO. INC COM 58933Y105 203,011 2,481,800 SH   SOLE   2,481,800 0 0
MEREO BIOPHARMA GROUP PLC ADS 589492107 1,751 489,100 SH   SOLE   489,100 0 0
MGM RESORTS INTERNATIONAL COM 552953101 63,546 2,016,700 SH   SOLE   2,016,700 0 0
MICRON TECHNOLOGY INC COM 595112103 3,650,008 48,550,259 SH   SOLE   47,591,448 0 958,811
MICROSOFT CORP COM 594918104 4,489,043 20,182,729 SH   SOLE   19,381,214 0 801,515
MISSION PRODUCE INC COM 60510V108 919 61,090 SH   SOLE   61,090 0 0
MONGODB INC CL A 60937P106 55,292 154,000 SH   SOLE   154,000 0 0
MORGAN STANLEY COM NEW 617446448 827,361 12,072,976 SH   SOLE   11,690,623 0 382,353
NEKTAR THERAPEUTICS COM 640268108 313,487 18,440,399 SH   SOLE   18,305,742 0 134,657
NETAPP INC COM 64110D104 1,854,618 27,998,458 SH   SOLE   27,000,928 0 997,530
NETFLIX INC COM 64110L106 2,974 5,500 SH   SOLE   5,500 0 0
NEW FORTRESS ENERGY INC COM CL A 644393100 2,267 42,300 SH   SOLE   42,300 0 0
NEWELL BRANDS INC COM 651229106 132,197 6,226,900 SH   SOLE   5,318,450 0 908,450
NLIGHT INC COM 65487K100 41,024 1,256,474 SH   SOLE   1,256,474 0 0
NMI HLDGS INC CL A 629209305 100,832 4,451,749 SH   SOLE   4,451,749 0 0
NN INC COM 629337106 35,839 5,454,938 SH   SOLE   5,156,938 0 298,000
NOKIA CORP SPONSORED ADR 654902204 26,346 6,738,226 SH   SOLE   5,998,126 0 740,100
NORFOLK SOUTHN CORP COM 655844108 30,129 126,800 SH   SOLE   126,800 0 0
NORTHERN TR CORP COM 665859104 396,821 4,260,477 SH   SOLE   4,156,167 0 104,310
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 75,663 2,975,340 SH   SOLE   2,916,240 0 59,100
NOVARTIS AG SPONSORED ADR 66987V109 2,059,089 21,805,450 SH   SOLE   21,212,960 0 592,490
NUANCE COMMUNICATIONS INC COM 67020Y100 304,530 6,907,003 SH   SOLE   6,022,579 0 884,424
NUTANIX INC CL A 67059N108 91,581 2,873,585 SH   SOLE   2,873,585 0 0
NUVASIVE INC COM 670704105 27,855 494,500 SH   SOLE   494,500 0 0
NVENT ELECTRIC PLC SHS G6700G107 20,679 887,900 SH   SOLE   887,900 0 0
NVIDIA CORPORATION COM 67066G104 1,066,157 2,041,665 SH   SOLE   2,005,260 0 36,405
OKTA INC CL A 679295105 2,606 10,250 SH   SOLE   10,250 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 53,021 271,650 SH   SOLE   271,650 0 0
ONESPAWORLD HOLDINGS LIMITED COM P73684113 3,549 350,000 SH   SOLE   350,000 0 0
ORACLE CORP COM 68389X105 631,805 9,766,650 SH   SOLE   9,560,850 0 205,800
ORASURE TECHNOLOGIES INC COM 68554V108 14,496 1,369,500 SH   SOLE   1,369,500 0 0
OSI SYSTEMS INC COM 671044105 32,571 349,400 SH   SOLE   322,800 0 26,600
OTIS WORLDWIDE CORP COM 68902V107 71,148 1,053,268 SH   SOLE   1,035,418 0 17,850
PALO ALTO NETWORKS INC COM 697435105 70,605 198,669 SH   SOLE   194,499 0 4,170
PAYPAL HLDGS INC COM 70450Y103 555,761 2,373,020 SH   SOLE   2,297,380 0 75,640
PENTAIR PLC SHS G7S00T104 38,718 729,290 SH   SOLE   729,290 0 0
PENUMBRA INC COM 70975L107 9,121 52,120 SH   SOLE   48,400 0 3,720
PERKINELMER INC COM 714046109 261,691 1,823,630 SH   SOLE   1,633,310 0 190,320
PERSPECTA INC COM 715347100 15,395 639,338 SH   SOLE   598,660 0 40,678
PHILIP MORRIS INTL INC COM 718172109 12,832 155,000 SH   SOLE   155,000 0 0
PINTEREST INC CL A 72352L106 123,348 1,871,750 SH   SOLE   1,871,750 0 0
PIONEER NAT RES CO COM 723787107 577,069 5,066,896 SH   SOLE   4,842,596 0 224,300
PLANTRONICS INC NEW COM 727493108 164,598 6,089,450 SH   SOLE   6,089,450 0 0
PLURALSIGHT INC COM CL A 72941B106 3,970 189,400 SH   SOLE   189,400 0 0
PRESTIGE CONSMR HEALTHCARE I COM 74112D101 1,095 31,400 SH   SOLE   31,400 0 0
PROGRESSIVE CORP COM 743315103 220,842 2,233,430 SH   SOLE   2,233,430 0 0
PROS HOLDINGS INC COM 74346Y103 72,926 1,436,400 SH   SOLE   1,436,400 0 0
PULMONX CORP COM 745848101 50,557 732,500 SH   SOLE   703,300 0 29,200
QUALCOMM INC COM 747525103 1,764,785 11,584,518 SH   SOLE   11,240,892 0 343,626
RAMBUS INC DEL COM 750917106 15,582 892,445 SH   SOLE   675,186 0 217,259
RAPID7 INC COM 753422104 17,838 197,850 SH   SOLE   197,850 0 0
RAYMOND JAMES FINL INC COM 754730109 385,942 4,034,095 SH   SOLE   3,938,770 0 95,325
RAYTHEON TECHNOLOGIES CORP COM 75513E101 129,862 1,816,002 SH   SOLE   1,780,302 0 35,700
RESTAURANT BRANDS INTL INC COM 76131D103 85,792 1,403,900 SH   SOLE   1,403,900 0 0
RHYTHM PHARMACEUTICALS INC COM 76243J105 129,102 4,342,491 SH   SOLE   4,342,491 0 0
RINGCENTRAL INC CL A 76680R206 69,844 184,300 SH   SOLE   184,300 0 0
ROCKWELL AUTOMATION INC COM 773903109 73,709 293,885 SH   SOLE   284,675 0 9,210
ROSS STORES INC COM 778296103 1,347,175 10,969,589 SH   SOLE   10,604,062 0 365,527
ROYAL CARIBBEAN GROUP COM V7780T103 421,105 5,638,031 SH   SOLE   5,531,409 0 106,622
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 54,385 494,500 SH   SOLE   494,500 0 0
SAFEHOLD INC COM 78645L100 758 10,450 SH   SOLE   10,450 0 0
SALESFORCE COM INC COM 79466L302 11,126 50,000 SH   SOLE   50,000 0 0
SANDERSON FARMS INC COM 800013104 10,100 76,400 SH   SOLE   66,500 0 9,900
SANOFI SPONSORED ADR 80105N105 82,776 1,703,560 SH   SOLE   1,679,320 0 24,240
SCHLUMBERGER LTD COM 806857108 3,220 147,500 SH   SOLE   147,500 0 0
SCHWAB CHARLES CORP COM 808513105 1,509,496 28,459,569 SH   SOLE   27,647,600 0 811,969
SCIENCE APPLICATIONS INTL CO COM 808625107 15,881 167,800 SH   SOLE   167,800 0 0
SEAGEN INC COM 81181C104 941,012 5,372,912 SH   SOLE   5,302,427 0 70,485
SEER INC COM CL A 81578P106 4,306 76,700 SH   SOLE   70,600 0 6,100
SERVICESOURCE INTL INC COM 81763U100 14,729 8,368,633 SH   SOLE   8,368,633 0 0
SHOCKWAVE MED INC COM 82489T104 36,716 353,987 SH   SOLE   353,987 0 0
SIO GENE THERAPIES INC COMMON 829399104 146 52,625 SH   SOLE   52,625 0 0
SKILLZ INC COM 83067L109 9,314 465,700 SH   SOLE   465,700 0 0
SNAP INC CL A 83304A106 13,056 260,750 SH   SOLE   260,750 0 0
SONY CORP SPONSORED ADR 835699307 2,973,368 29,410,169 SH   SOLE   28,204,569 0 1,205,600
SOUTHWEST AIRLS CO COM 844741108 3,039,616 65,213,818 SH   SOLE   63,001,180 0 2,212,638
SOUTHWESTERN ENERGY CO COM 845467109 32,799 11,006,350 SH   SOLE   10,290,525 0 715,825
SPIRIT AIRLS INC COM 848577102 9,046 370,000 SH   SOLE   370,000 0 0
SPLUNK INC COM 848637104 690,827 4,066,320 SH   SOLE   4,066,320 0 0
STRATASYS LTD SHS M85548101 101,288 4,888,399 SH   SOLE   4,888,399 0 0
STRYKER CORPORATION COM 863667101 122,446 499,700 SH   SOLE   499,700 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 353 1,700 SH   SOLE   1,700 0 0
TECHNIPFMC PLC COM G87110105 6,852 728,900 SH   SOLE   728,900 0 0
TERADYNE INC COM 880770102 200,878 1,675,517 SH   SOLE   1,517,862 0 157,655
TESLA INC COM 88160R101 3,465,570 4,911,035 SH   SOLE   4,833,585 0 77,450
TEXAS INSTRS INC COM 882508104 3,818,068 23,262,463 SH   SOLE   22,453,320 0 809,143
TEXTRON INC COM 883203101 310,151 6,417,370 SH   SOLE   6,319,850 0 97,520
THERMO FISHER SCIENTIFIC INC COM 883556102 2,070,637 4,445,525 SH   SOLE   4,300,585 0 144,940
TJX COS INC NEW COM 872540109 1,013,898 14,846,948 SH   SOLE   14,547,200 0 299,748
T-MOBILE US INC COM 872590104 271,262 2,011,586 SH   SOLE   1,981,918 0 29,668
TRADEWEB MKTS INC CL A 892672106 44,784 717,110 SH   SOLE   690,210 0 26,900
TRANSDIGM GROUP INC COM 893641100 379,908 613,894 SH   SOLE   613,894 0 0
TRANSOCEAN LTD REG SHS H8817H100 112,135 48,543,106 SH   SOLE   46,200,710 0 2,342,396
TRIBUNE PUBG CO NEW COM 89609W107 2,761 201,525 SH   SOLE   200,300 0 1,225
TRIMBLE INC COM 896239100 475,226 7,117,365 SH   SOLE   6,545,885 0 571,480
TURNING POINT THERAPEUTICS I COM 90041T108 54,996 451,340 SH   SOLE   451,340 0 0
TYSON FOODS INC CL A 902494103 34,733 539,000 SH   SOLE   539,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 49,138 963,500 SH   SOLE   944,400 0 19,100
ULTA BEAUTY INC COM 90384S303 21,623 75,300 SH   SOLE   75,300 0 0
UNION PAC CORP COM 907818108 639,113 3,069,412 SH   SOLE   3,059,700 0 9,712
UNITED AIRLS HLDGS INC COM 910047109 1,230,417 28,448,950 SH   SOLE   27,822,942 0 626,008
UNITED PARCEL SERVICE INC CL B 911312106 539,426 3,203,243 SH   SOLE   3,082,437 0 120,806
UNITEDHEALTH GROUP INC COM 91324P102 3,087 8,804 SH   SOLE   8,804 0 0
UNITY SOFTWARE INC COM 91332U101 114,679 747,240 SH   SOLE   747,240 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 555,697 2,418,175 SH   SOLE   2,365,775 0 52,400
US BANCORP DEL COM NEW 902973304 235,981 5,065,050 SH   SOLE   4,888,550 0 176,500
V F CORP COM 918204108 35,616 417,000 SH   SOLE   417,000 0 0
VALERO ENERGY CORP COM 91913Y100 20,730 366,441 SH   SOLE   244,941 0 121,500
VISA INC COM CL A 92826C839 749,894 3,428,399 SH   SOLE   3,086,460 0 341,939
VMWARE INC CL A COM 928563402 119,557 852,395 SH   SOLE   776,925 0 75,470
VONAGE HLDGS CORP COM 92886T201 11,826 918,500 SH   SOLE   807,600 0 110,900
WATERS CORP COM 941848103 9,351 37,795 SH   SOLE   37,795 0 0
WAVE LIFE SCIENCES LTD SHS Y95308105 30,886 3,924,475 SH   SOLE   3,814,175 0 110,300
WELLS FARGO CO NEW COM 949746101 1,467,023 48,609,110 SH   SOLE   46,844,946 0 1,764,164
WESTERN DIGITAL CORP. COM 958102105 86,758 1,566,307 SH   SOLE   1,417,977 0 148,330
WHIRLPOOL CORP COM 963320106 1,060,135 5,873,650 SH   SOLE   5,616,700 0 256,950
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 10,385 448,200 SH   SOLE   448,200 0 0
XENCOR INC COM 98401F105 233,003 5,340,422 SH   SOLE   5,340,422 0 0
XPENG INC ADS 98422D105 182,165 4,253,200 SH   SOLE   3,923,800 0 329,400
ZENTALIS PHARMACEUTICALS INC COM 98943L107 71,246 1,371,690 SH   SOLE   1,323,590 0 48,100
ZIMMER BIOMET HOLDINGS INC COM 98956P102 536,726 3,483,200 SH   SOLE   3,231,080 0 252,120
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 337 1,000 SH   SOLE   1,000 0 0
ZOOMINFO TECHNOLOGIES INC COM CL A 98980F104 18,178 376,910 SH   SOLE   376,910 0 0