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 1,114 7,650 SH   SOLE   7,650 0 0
2U INC COM 90214J101 2,518 75,000 SH   SOLE   75,000 0 0
908 DEVICES INC COM 65443P102 7,487 230,219 SH   SOLE   216,439 0 13,780
ABBOTT LABS COM 002824100 685,222 5,800,573 SH   SOLE   5,526,458 0 274,115
ABIOMED INC COM 003654100 586,096 1,800,492 SH   SOLE   1,800,492 0 0
ACCURAY INC COM 004397105 3,202 810,600 SH   SOLE   810,600 0 0
ACTIVISION BLIZZARD INC COM 00507V109 434,158 5,610,000 SH   SOLE   5,362,550 0 247,450
ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109 6,985 205,500 SH   SOLE   205,500 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 4,123,901 7,163,033 SH   SOLE   6,886,423 0 276,610
AECOM COM 00766T100 1,344,089 21,284,066 SH   SOLE   20,017,478 0 1,266,588
AGILENT TECHNOLOGIES INC COM 00846U101 444,572 2,822,141 SH   SOLE   2,505,031 0 317,110
ALASKA AIR GROUP INC COM 011659109 295,455 5,041,897 SH   SOLE   5,041,897 0 0
ALBEMARLE CORP COM 012653101 627,052 2,863,645 SH   SOLE   2,654,820 0 208,825
ALCON AG ORD SHS H01301128 73,389 912,010 SH   SOLE   862,380 0 49,630
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 4,777 25,000 SH   SOLE   25,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 2,486,147 16,792,617 SH   SOLE   16,140,972 0 651,645
ALKERMES PLC SHS G01767105 197,674 6,409,670 SH   SOLE   6,171,450 0 238,220
ALLEGIANT TRAVEL CO COM 01748X102 8,611 44,050 SH   SOLE   44,050 0 0
ALLOGENE THERAPEUTICS INC COM 019770106 92,631 3,604,300 SH   SOLE   3,604,300 0 0
ALPHABET INC CAP STK CL A 02079K305 3,328,810 1,245,104 SH   SOLE   1,181,516 0 63,588
ALPHABET INC CAP STK CL C 02079K107 2,195,994 823,917 SH   SOLE   779,394 0 44,523
ALTAIR ENGR INC COM CL A 021369103 61,635 894,040 SH   SOLE   894,040 0 0
ALTICE USA INC CL A 02156K103 27,529 1,328,600 SH   SOLE   1,328,600 0 0
ALTRIA GROUP INC COM 02209S103 58,817 1,292,124 SH   SOLE   1,292,124 0 0
AMAZON COM INC COM 023135106 1,306,247 397,635 SH   SOLE   393,760 0 3,875
AMBARELLA INC SHS G037AX101 27,239 174,900 SH   SOLE   174,900 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 874,130 42,598,936 SH   SOLE   41,708,426 0 890,510
AMERICAN HOMES 4 RENT CL A 02665T306 23,896 626,850 SH   SOLE   432,850 0 194,000
AMETEK INC COM 031100100 160,511 1,294,340 SH   SOLE   1,254,840 0 39,500
AMGEN INC COM 031162100 3,419,983 16,082,687 SH   SOLE   15,564,627 0 518,060
AMICUS THERAPEUTICS INC COM 03152W109 15,529 1,626,100 SH   SOLE   1,626,100 0 0
ANALOG DEVICES INC COM 032654105 755,688 4,512,110 SH   SOLE   4,337,775 0 174,335
APPLE INC COM 037833100 328,931 2,324,600 SH   SOLE   2,324,600 0 0
APPLIED MATLS INC COM 038222105 585,011 4,544,483 SH   SOLE   4,301,228 0 243,255
ARBUTUS BIOPHARMA CORP COM 03879J100 2,145 500,000 SH   SOLE   500,000 0 0
ARENA PHARMACEUTICALS INC COM NEW 040047607 29,287 491,800 SH   SOLE   491,800 0 0
ARISTA NETWORKS INC COM 040413106 911 2,650 SH   SOLE   1,050 0 1,600
ARLO TECHNOLOGIES INC COM 04206A101 34,473 5,377,990 SH   SOLE   4,862,280 0 515,710
ARMSTRONG WORLD INDS INC NEW COM 04247X102 955 10,000 SH   SOLE   10,000 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 614,551 824,779 SH   SOLE   776,420 0 48,359
ASSETMARK FINL HLDGS INC COM 04546L106 3,432 138,000 SH   SOLE   138,000 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 2,898,871 48,266,250 SH   SOLE   45,803,730 0 2,462,520
AUDACY INC CL A 05070N103 3,401 924,300 SH   SOLE   924,300 0 0
AUTODESK INC COM 052769106 188,355 660,500 SH   SOLE   660,500 0 0
AUTOZONE INC COM 053332102 9,976 5,875 SH   SOLE   5,875 0 0
AXCELIS TECHNOLOGIES INC COM NEW 054540208 104,792 2,228,200 SH   SOLE   2,228,200 0 0
AXON ENTERPRISE INC COM 05464C101 44,840 256,200 SH   SOLE   256,200 0 0
BAIDU INC SPON ADR REP A 056752108 1,471,254 9,569,134 SH   SOLE   9,232,384 0 336,750
BATH & BODY WORKS INC COM 070830104 382,655 6,071,005 SH   SOLE   5,730,396 0 340,609
BEIGENE LTD SPONSORED ADR 07725L102 1,383,519 3,811,347 SH   SOLE   3,765,647 0 45,700
BERKELEY LTS INC COM 084310101 482 24,658 SH   SOLE   24,658 0 0
BEYOND MEAT INC COM 08862E109 1,979 18,800 SH   SOLE   18,800 0 0
BIOGEN INC COM 09062X103 4,601,110 16,258,915 SH   SOLE   15,722,941 0 535,974
BIOMARIN PHARMACEUTICAL INC COM 09061G101 1,386,376 17,937,330 SH   SOLE   17,024,627 0 912,703
BIONTECH SE SPONSORED ADS 09075V102 1,169,314 4,283,358 SH   SOLE   4,027,288 0 256,070
BJS WHSL CLUB HLDGS INC COM 05550J101 45,161 822,300 SH   SOLE   822,300 0 0
BK OF AMERICA CORP COM 060505104 1,579,816 37,215,921 SH   SOLE   35,484,266 0 1,731,655
BLACKBERRY LTD COM 09228F103 401,079 41,220,822 SH   SOLE   40,486,272 0 734,550
BLOOM ENERGY CORP COM CL A 093712107 929 49,600 SH   SOLE   49,600 0 0
BOOT BARN HLDGS INC COM 099406100 6,665 75,000 SH   SOLE   75,000 0 0
BOSTON SCIENTIFIC CORP COM 101137107 1,718,561 39,607,309 SH   SOLE   38,697,982 0 909,327
BRIDGEBIO PHARMA INC COM 10806X102 21,601 460,860 SH   SOLE   460,860 0 0
BRINKER INTL INC COM 109641100 18,920 385,733 SH   SOLE   290,533 0 95,200
BRISTOL-MYERS SQUIBB CO COM 110122108 1,119,424 18,918,775 SH   SOLE   17,869,737 0 1,049,038
BURLINGTON STORES INC COM 122017106 164,513 580,150 SH   SOLE   580,150 0 0
CABOT OIL & GAS CORP COM 127097103 98,633 4,532,750 SH   SOLE   4,188,150 0 344,600
CALAVO GROWERS INC COM 128246105 3,881 101,500 SH   SOLE   101,500 0 0
CALITHERA BIOSCIENCES INC COM 13089P101 23,127 10,608,700 SH   SOLE   10,608,700 0 0
CAMECO CORP COM 13321L108 18,736 862,200 SH   SOLE   862,200 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 176,019 3,636,000 SH   SOLE   3,420,450 0 215,550
CARMAX INC COM 143130102 944,188 7,378,777 SH   SOLE   6,730,037 0 648,740
CARNIVAL CORP UNIT 99/99/9999 143658300 363,979 14,553,324 SH   SOLE   13,917,601 0 635,723
CARRIER GLOBAL CORPORATION COM 14448C104 261,660 5,055,262 SH   SOLE   4,967,662 0 87,600
CATERPILLAR INC COM 149123101 674,824 3,515,258 SH   SOLE   3,422,952 0 92,306
CBOE GLOBAL MKTS INC COM 12503M108 4,682 37,800 SH   SOLE   21,900 0 15,900
CELANESE CORP DEL COM 150870103 1,205 8,000 SH   SOLE   0 0 8,000
CERENCE INC COM 156727109 63,279 658,397 SH   SOLE   563,682 0 94,715
CERNER CORP COM 156782104 1,368 19,400 SH   SOLE   19,400 0 0
CERUS CORP COM 157085101 60,972 10,011,900 SH   SOLE   10,011,900 0 0
CHARLES RIV LABS INTL INC COM 159864107 150,550 364,820 SH   SOLE   364,820 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 181,286 249,170 SH   SOLE   249,170 0 0
CHEGG INC COM 163092109 115,634 1,700,000 SH   SOLE   1,700,000 0 0
CIENA CORP COM NEW 171779309 5,088 99,085 SH   SOLE   95,400 0 3,685
CISCO SYS INC COM 17275R102 480,774 8,832,890 SH   SOLE   8,369,783 0 463,107
CITIGROUP INC COM NEW 172967424 337,351 4,806,946 SH   SOLE   4,471,690 0 335,256
CME GROUP INC COM 12572Q105 227,498 1,176,430 SH   SOLE   1,076,430 0 100,000
COLFAX CORP COM 194014106 27,063 589,600 SH   SOLE   589,600 0 0
COMCAST CORP NEW CL A 20030N101 48,699 870,707 SH   SOLE   870,707 0 0
COMSCORE INC COM 20564W105 21,321 5,467,047 SH   SOLE   5,467,047 0 0
CONSTELLATION BRANDS INC CL A 21036P108 6,047 28,700 SH   SOLE   28,700 0 0
CONTROLADORA VUELA COMP DE A SPON ADR RP 10 21240E105 1,570 72,000 SH   SOLE   72,000 0 0
CORNERSTONE BLDG BRANDS INC COM 21925D109 1,680 115,000 SH   SOLE   115,000 0 0
CORNING INC COM 219350105 387,616 10,622,519 SH   SOLE   10,280,919 0 341,600
CORTEVA INC COM 22052L104 87,750 2,085,305 SH   SOLE   1,990,355 0 94,950
CREE INC COM 225447101 205,551 2,546,152 SH   SOLE   2,366,192 0 179,960
CROWDSTRIKE HLDGS INC CL A 22788C105 60,507 246,185 SH   SOLE   246,185 0 0
CSX CORP COM 126408103 125,872 4,232,400 SH   SOLE   4,232,400 0 0
CURTISS WRIGHT CORP COM 231561101 224,007 1,775,300 SH   SOLE   1,715,300 0 60,000
CVS HEALTH CORP COM 126650100 367,800 4,334,195 SH   SOLE   4,126,745 0 207,450
CYBERARK SOFTWARE LTD SHS M2682V108 12,949 82,050 SH   SOLE   82,050 0 0
DANAHER CORPORATION COM 235851102 22,993 75,526 SH   SOLE   75,526 0 0
DARDEN RESTAURANTS INC COM 237194105 7,846 51,800 SH   SOLE   51,800 0 0
DEERE & CO COM 244199105 171,881 512,970 SH   SOLE   512,970 0 0
DELL TECHNOLOGIES INC CL C 24703L202 48,750 468,570 SH   SOLE   451,060 0 17,510
DELTA AIR LINES INC DEL COM NEW 247361702 888,969 20,862,908 SH   SOLE   20,173,028 0 689,880
DESCARTES SYS GROUP INC COM 249906108 324,623 3,994,865 SH   SOLE   3,974,065 0 20,800
DIEBOLD NIXDORF INC COM STK 253651103 2,726 269,600 SH   SOLE   269,600 0 0
DIGIMARC CORP NEW COM 25381B101 1,515 44,000 SH   SOLE   44,000 0 0
DISCOVER FINL SVCS COM 254709108 451,650 3,676,437 SH   SOLE   3,667,537 0 8,900
DISNEY WALT CO COM 254687106 613,589 3,627,057 SH   SOLE   3,580,677 0 46,380
DOCUSIGN INC COM 256163106 7,897 30,675 SH   SOLE   30,675 0 0
DOLLAR TREE INC COM 256746108 142,171 1,485,275 SH   SOLE   1,385,675 0 99,600
DOORDASH INC CL A 25809K105 40,479 196,520 SH   SOLE   189,200 0 7,320
DOW INC COM 260557103 141,530 2,458,825 SH   SOLE   2,333,892 0 124,933
DUPONT DE NEMOURS INC COM 26614N102 151,458 2,227,644 SH   SOLE   2,127,440 0 100,204
EBAY INC. COM 278642103 191,747 2,752,220 SH   SOLE   2,752,220 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 257,258 2,272,400 SH   SOLE   2,272,400 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 980,711 30,752,945 SH   SOLE   29,706,641 0 1,046,304
ELECTRONIC ARTS INC COM 285512109 123,434 867,725 SH   SOLE   829,200 0 38,525
ENTEGRIS INC COM 29362U104 431,196 3,424,912 SH   SOLE   3,387,131 0 37,781
EOG RES INC COM 26875P101 251,368 3,131,529 SH   SOLE   3,131,529 0 0
EPIZYME INC COM 29428V104 78,389 15,310,377 SH   SOLE   15,310,377 0 0
EPR PPTYS COM SH BEN INT 26884U109 10,814 219,000 SH   SOLE   219,000 0 0
ERICSSON ADR B SEK 10 294821608 1,182,454 105,576,247 SH   SOLE   101,651,847 0 3,924,400
EXACT SCIENCES CORP COM 30063P105 54,483 570,800 SH   SOLE   570,800 0 0
FACEBOOK INC CL A 30303M102 389,068 1,146,375 SH   SOLE   1,137,375 0 9,000
FARO TECHNOLOGIES INC COM 311642102 4,949 75,200 SH   SOLE   75,200 0 0
FEDEX CORP COM 31428X106 2,985,520 13,614,482 SH   SOLE   13,112,234 0 502,248
FIBROGEN INC COM 31572Q808 130,732 12,791,757 SH   SOLE   11,767,038 0 1,024,719
FIDELITY NATL INFORMATION SV COM 31620M106 97,624 802,300 SH   SOLE   802,300 0 0
FIVE BELOW INC COM 33829M101 3,961 22,400 SH   SOLE   22,400 0 0
FLEX LTD ORD Y2573F102 1,014,486 57,380,450 SH   SOLE   54,067,781 0 3,312,669
FLUIDIGM CORP DEL COM 34385P108 34,683 5,263,043 SH   SOLE   5,263,043 0 0
FORMFACTOR INC COM 346375108 121,683 3,259,659 SH   SOLE   3,259,659 0 0
FREEPORT-MCMORAN INC CL B 35671D857 120,669 3,709,475 SH   SOLE   3,655,375 0 54,100
FRONTIER GROUP HLDGS INC COM 35909R108 1,132 71,700 SH   SOLE   71,700 0 0
GAN LTD SHS G3728V109 28,116 1,890,785 SH   SOLE   1,890,785 0 0
GENERAL DYNAMICS CORP COM 369550108 204,947 1,045,490 SH   SOLE   1,040,700 0 4,790
GIBRALTAR INDS INC COM 374689107 25,847 371,100 SH   SOLE   371,100 0 0
GILDAN ACTIVEWEAR INC COM 375916103 3,955 108,340 SH   SOLE   108,340 0 0
GLAUKOS CORP COM 377322102 24,095 500,200 SH   SOLE   500,200 0 0
GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 21,069 551,400 SH   SOLE   551,400 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 285,810 756,050 SH   SOLE   756,050 0 0
GREIF INC CL B 397624206 1,944 30,000 SH   SOLE   30,000 0 0
GROCERY OUTLET HLDG CORP COM 39874R101 15,852 734,900 SH   SOLE   734,900 0 0
GUARDANT HEALTH INC COM 40131M109 24,583 196,652 SH   SOLE   196,652 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101 26,536 338,300 SH   SOLE   338,300 0 0
HAWAIIAN HOLDINGS INC COM 419879101 6,795 313,700 SH   SOLE   313,700 0 0
HEALTH CATALYST INC COM 42225T107 11,648 232,909 SH   SOLE   232,909 0 0
HESS CORP COM 42809H107 740,473 9,479,875 SH   SOLE   9,237,755 0 242,120
HEWLETT PACKARD ENTERPRISE C COM 42824C109 813,559 57,091,861 SH   SOLE   54,632,949 0 2,458,912
HILTON WORLDWIDE HLDGS INC COM 43300A203 73,131 553,565 SH   SOLE   553,565 0 0
HONEYWELL INTL INC COM 438516106 50,947 240,000 SH   SOLE   240,000 0 0
HP INC COM 40434L105 717,636 26,229,385 SH   SOLE   25,024,156 0 1,205,229
HUBSPOT INC COM 443573100 147,388 218,000 SH   SOLE   218,000 0 0
HUMANA INC COM 444859102 15,525 39,895 SH   SOLE   39,895 0 0
IDEX CORP COM 45167R104 88,464 427,465 SH   SOLE   366,095 0 61,370
ILLUMINA INC COM 452327109 277,728 684,718 SH   SOLE   659,240 0 25,478
IMAX CORP COM 45245E109 25,422 1,339,400 SH   SOLE   1,339,400 0 0
IMMUNOGEN INC COM 45253H101 4,473 788,927 SH   SOLE   788,927 0 0
INDIE SEMICONDUCTOR INC CLASS A COM 45569U101 9,567 777,200 SH   SOLE   777,200 0 0
INGEVITY CORP COM 45688C107 3,497 49,000 SH   SOLE   49,000 0 0
INSULET CORP COM 45784P101 390,347 1,373,350 SH   SOLE   1,373,350 0 0
INTEL CORP COM 458140100 1,917,843 35,995,545 SH   SOLE   33,823,504 0 2,172,041
INTUIT COM 461202103 1,189,461 2,204,706 SH   SOLE   2,133,856 0 70,850
IQVIA HLDGS INC COM 46266C105 144,590 603,617 SH   SOLE   599,812 0 3,805
IROBOT CORP COM 462726100 206,126 2,625,813 SH   SOLE   2,625,813 0 0
JABIL INC COM 466313103 220,224 3,772,900 SH   SOLE   3,386,800 0 386,100
JACOBS ENGR GROUP INC COM 469814107 914,000 6,896,552 SH   SOLE   6,507,967 0 388,585
JAMF HLDG CORP COM 47074L105 3,005 78,000 SH   SOLE   78,000 0 0
JELD-WEN HLDG INC COM 47580P103 3,311 132,300 SH   SOLE   132,300 0 0
JETBLUE AWYS CORP COM 477143101 243,693 15,938,056 SH   SOLE   15,158,953 0 779,103
JPMORGAN CHASE & CO COM 46625H100 2,008,231 12,268,504 SH   SOLE   11,693,035 0 575,469
KEYSIGHT TECHNOLOGIES INC COM 49338L103 244,836 1,490,270 SH   SOLE   1,356,140 0 134,130
KIRBY CORP COM 497266106 21,429 446,800 SH   SOLE   446,800 0 0
KLA CORP COM NEW 482480100 2,678,600 8,007,534 SH   SOLE   7,829,634 0 177,900
L3HARRIS TECHNOLOGIES INC COM 502431109 68,517 311,100 SH   SOLE   311,100 0 0
LAS VEGAS SANDS CORP COM 517834107 42,599 1,163,900 SH   SOLE   1,163,900 0 0
LI-CYCLE HOLDINGS CORP COMMON SHARES 50202P105 7,748 662,250 SH   SOLE   662,250 0 0
LILLY ELI & CO COM 532457108 7,555,563 32,700,986 SH   SOLE   31,529,578 0 1,171,408
LINDE PLC SHS G5494J103 83,173 283,500 SH   SOLE   283,500 0 0
LIVANOVA PLC SHS G5509L101 331,419 4,185,115 SH   SOLE   4,141,965 0 43,150
LIVE NATION ENTERTAINMENT IN COM 538034109 95,297 1,045,725 SH   SOLE   1,017,795 0 27,930
LOWES COS INC COM 548661107 57,207 282,000 SH   SOLE   282,000 0 0
LPL FINL HLDGS INC COM 50212V100 31,979 204,000 SH   SOLE   204,000 0 0
LYFT INC CL A COM 55087P104 259,501 4,842,341 SH   SOLE   4,652,691 0 189,650
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 7,123 109,800 SH   SOLE   109,800 0 0
MADISON SQUARE GRDN ENTERTNM CL A 55826T102 57,635 793,101 SH   SOLE   793,101 0 0
MADISON SQUARE GRDN SPRT COR CL A 55825T103 1,259 6,773 SH   SOLE   6,773 0 0
MAGNITE INC COM 55955D100 7,462 266,500 SH   SOLE   266,500 0 0
MARKETAXESS HLDGS INC COM 57060D108 188,957 449,160 SH   SOLE   449,160 0 0
MARQETA INC CLASS A COM 57142B104 741 33,500 SH   SOLE   33,500 0 0
MARRIOTT INTL INC NEW CL A 571903202 150,333 1,015,146 SH   SOLE   1,008,346 0 6,800
MARRONE BIO INNOVATIONS INC COM 57165B106 1,532 1,700,000 SH   SOLE   1,700,000 0 0
MARSH & MCLENNAN COS INC COM 571748102 928,651 6,132,546 SH   SOLE   5,840,337 0 292,209
MASONITE INTL CORP COM 575385109 20,929 197,200 SH   SOLE   197,200 0 0
MASTERCARD INCORPORATED CL A 57636Q104 92,657 266,500 SH   SOLE   266,500 0 0
MATERIALISE NV SPONSORED ADS 57667T100 7,321 364,224 SH   SOLE   364,224 0 0
MATSON INC COM 57686G105 31,299 387,792 SH   SOLE   370,762 0 17,030
MATTEL INC COM 577081102 858,803 46,271,739 SH   SOLE   45,040,303 0 1,231,436
MAXAR TECHNOLOGIES INC COM 57778K105 28,767 1,015,800 SH   SOLE   1,015,800 0 0
MAXLINEAR INC COM 57776J100 217,194 4,410,022 SH   SOLE   4,041,900 0 368,122
MCDONALDS CORP COM 580135101 57,023 236,500 SH   SOLE   236,500 0 0
MEDTRONIC PLC SHS G5960L103 140,184 1,118,340 SH   SOLE   1,091,510 0 26,830
MERCK & CO INC COM 58933Y105 38,486 512,400 SH   SOLE   512,400 0 0
MEREO BIOPHARMA GROUP PLC ADS 589492107 822 339,600 SH   SOLE   339,600 0 0
MGM RESORTS INTERNATIONAL COM 552953101 36,911 855,400 SH   SOLE   855,400 0 0
MICRON TECHNOLOGY INC COM 595112103 3,077,277 43,354,146 SH   SOLE   42,546,235 0 807,911
MICROSOFT CORP COM 594918104 5,145,732 18,252,455 SH   SOLE   17,513,690 0 738,765
MISSION PRODUCE INC COM 60510V108 1,009 54,870 SH   SOLE   54,870 0 0
MONGODB INC CL A 60937P106 63,607 134,900 SH   SOLE   134,900 0 0
MORGAN STANLEY COM NEW 617446448 955,004 9,814,035 SH   SOLE   9,444,083 0 369,952
NEKTAR THERAPEUTICS COM 640268108 322,912 17,979,522 SH   SOLE   17,812,522 0 167,000
NETAPP INC COM 64110D104 1,869,229 20,824,748 SH   SOLE   19,911,218 0 913,530
NETFLIX INC COM 64110L106 3,357 5,500 SH   SOLE   5,500 0 0
NEW FORTRESS ENERGY INC COM CL A 644393100 1,895 68,300 SH   SOLE   68,300 0 0
NEWELL BRANDS INC COM 651229106 122,005 5,510,600 SH   SOLE   4,674,100 0 836,500
NLIGHT INC COM 65487K100 33,393 1,184,574 SH   SOLE   1,184,574 0 0
NMI HLDGS INC CL A 629209305 60,356 2,669,449 SH   SOLE   2,669,449 0 0
NN INC COM 629337106 16,229 3,091,300 SH   SOLE   2,945,900 0 145,400
NOKIA CORP SPONSORED ADR 654902204 7,052 1,294,000 SH   SOLE   1,294,000 0 0
NORFOLK SOUTHN CORP COM 655844108 27,442 114,700 SH   SOLE   114,700 0 0
NORTHERN TR CORP COM 665859104 423,352 3,926,837 SH   SOLE   3,809,947 0 116,890
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 69,710 2,609,870 SH   SOLE   2,551,870 0 58,000
NOVARTIS AG SPONSORED ADR 66987V109 1,558,862 19,061,650 SH   SOLE   18,467,900 0 593,750
NUANCE COMMUNICATIONS INC COM 67020Y100 280,855 5,102,752 SH   SOLE   4,321,331 0 781,421
NUTANIX INC CL A 67059N108 131,787 3,495,685 SH   SOLE   3,495,685 0 0
NUVASIVE INC COM 670704105 13,077 218,500 SH   SOLE   218,500 0 0
NVENT ELECTRIC PLC SHS G6700G107 28,706 887,900 SH   SOLE   887,900 0 0
NVIDIA CORPORATION COM 67066G104 952,454 4,597,675 SH   SOLE   4,500,070 0 97,605
OKTA INC CL A 679295105 2,593 10,925 SH   SOLE   10,925 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 69,936 244,550 SH   SOLE   244,550 0 0
OLINK HLDG AB SPONSORED ADS 680710100 800 33,000 SH   SOLE   29,700 0 3,300
OLLIES BARGAIN OUTLET HLDGS COM 681116109 23,782 394,530 SH   SOLE   394,530 0 0
OMNICELL COM COM 68213N109 8,971 60,437 SH   SOLE   60,437 0 0
ORACLE CORP COM 68389X105 867,144 9,952,300 SH   SOLE   9,328,600 0 623,700
ORASURE TECHNOLOGIES INC COM 68554V108 11,794 1,042,800 SH   SOLE   1,042,800 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 12,343 20,200 SH   SOLE   20,200 0 0
OSI SYSTEMS INC COM 671044105 35,067 369,900 SH   SOLE   359,900 0 10,000
OTIS WORLDWIDE CORP COM 68902V107 137,668 1,673,161 SH   SOLE   1,630,111 0 43,050
PALO ALTO NETWORKS INC COM 697435105 95,055 198,444 SH   SOLE   194,214 0 4,230
PAYPAL HLDGS INC COM 70450Y103 656,783 2,524,050 SH   SOLE   2,457,310 0 66,740
PENTAIR PLC SHS G7S00T104 51,844 713,810 SH   SOLE   713,810 0 0
PENUMBRA INC COM 70975L107 13,189 49,490 SH   SOLE   46,130 0 3,360
PERKINELMER INC COM 714046109 270,925 1,563,422 SH   SOLE   1,377,562 0 185,860
PHILIP MORRIS INTL INC COM 718172109 16,162 170,500 SH   SOLE   170,500 0 0
PINTEREST INC CL A 72352L106 72,201 1,417,100 SH   SOLE   1,417,100 0 0
PIONEER NAT RES CO COM 723787107 804,293 4,830,296 SH   SOLE   4,607,896 0 222,400
PLANTRONICS INC NEW COM 727493108 162,697 6,328,150 SH   SOLE   6,328,150 0 0
PRESTIGE CONSMR HEALTHCARE I COM 74112D101 1,762 31,400 SH   SOLE   31,400 0 0
PROGRESSIVE CORP COM 743315103 153,716 1,700,590 SH   SOLE   1,700,590 0 0
PROS HOLDINGS INC COM 74346Y103 41,243 1,162,426 SH   SOLE   1,162,426 0 0
PULMONX CORP COM 745848101 106,993 2,973,691 SH   SOLE   2,950,291 0 23,400
QUALCOMM INC COM 747525103 1,124,583 8,719,049 SH   SOLE   8,435,643 0 283,406
RAMBUS INC DEL COM 750917106 6,355 286,263 SH   SOLE   92,363 0 193,900
RAPID7 INC COM 753422104 23,180 205,100 SH   SOLE   205,100 0 0
RAYMOND JAMES FINL INC COM 754730109 921,392 9,984,742 SH   SOLE   9,417,284 0 567,457
RAYTHEON TECHNOLOGIES CORP COM 75513E101 66,401 772,462 SH   SOLE   772,462 0 0
REPLIGEN CORP COM 759916109 7,164 24,790 SH   SOLE   24,790 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 83,885 1,370,900 SH   SOLE   1,370,900 0 0
RHYTHM PHARMACEUTICALS INC COM 76243J105 80,725 6,181,091 SH   SOLE   6,181,091 0 0
RINGCENTRAL INC CL A 76680R206 40,259 185,100 SH   SOLE   185,100 0 0
ROBLOX CORP CL A 771049103 3,438 45,500 SH   SOLE   45,500 0 0
ROCKWELL AUTOMATION INC COM 773903109 84,463 287,250 SH   SOLE   277,630 0 9,620
ROSS STORES INC COM 778296103 1,246,188 11,448,669 SH   SOLE   11,064,962 0 383,707
ROYAL CARIBBEAN GROUP COM V7780T103 463,617 5,212,111 SH   SOLE   5,116,289 0 95,822
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 50,705 460,700 SH   SOLE   460,700 0 0
SAFEHOLD INC COM 78645L100 4,630 64,400 SH   SOLE   64,400 0 0
SALESFORCE COM INC COM 79466L302 66,693 245,900 SH   SOLE   245,900 0 0
SANDERSON FARMS INC COM 800013104 7,660 40,700 SH   SOLE   30,200 0 10,500
SANOFI SPONSORED ADR 80105N105 65,004 1,348,360 SH   SOLE   1,325,020 0 23,340
SCHLUMBERGER LTD COM STK 806857108 3,477 117,300 SH   SOLE   117,300 0 0
SCHWAB CHARLES CORP COM 808513105 2,117,201 29,066,464 SH   SOLE   28,193,135 0 873,329
SCIENCE APPLICATIONS INTL CO COM 808625107 14,357 167,800 SH   SOLE   167,800 0 0
SEAGEN INC COM 81181C104 821,136 4,835,900 SH   SOLE   4,805,325 0 30,575
SEER INC COM CL A 81578P106 2,501 72,440 SH   SOLE   70,040 0 2,400
SERVICESOURCE INTL INC COM 81763U100 11,269 8,347,333 SH   SOLE   8,347,333 0 0
SHOCKWAVE MED INC COM 82489T104 73,369 356,370 SH   SOLE   356,370 0 0
SIO GENE THERAPIES INC COMMON 829399104 112 51,800 SH   SOLE   51,800 0 0
SKILLZ INC COM 83067L109 4,184 426,100 SH   SOLE   426,100 0 0
SNAP INC CL A 83304A106 18,693 253,050 SH   SOLE   253,050 0 0
SONY GROUP CORPORATION SPONSORED ADR 835699307 3,080,204 27,854,987 SH   SOLE   26,737,587 0 1,117,400
SOUTHWEST AIRLS CO COM 844741108 2,877,856 55,956,764 SH   SOLE   53,857,408 0 2,099,356
SOUTHWESTERN ENERGY CO COM 845467109 58,300 10,523,525 SH   SOLE   9,851,550 0 671,975
SPIRIT AIRLS INC COM 848577102 8,680 334,600 SH   SOLE   334,600 0 0
SPLUNK INC COM 848637104 1,085,421 7,500,661 SH   SOLE   7,113,961 0 386,700
STRATASYS LTD SHS M85548101 91,443 4,249,199 SH   SOLE   4,249,199 0 0
STRYKER CORPORATION COM 863667101 125,267 475,000 SH   SOLE   475,000 0 0
SUN CTRY AIRLS HLDGS INC COM 866683105 2,931 87,400 SH   SOLE   86,700 0 700
SYSCO CORP COM 871829107 156,702 1,996,200 SH   SOLE   1,907,200 0 89,000
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 78,032 506,470 SH   SOLE   506,470 0 0
TECHNIPFMC PLC COM G87110105 2,395 318,100 SH   SOLE   318,100 0 0
TERADYNE INC COM 880770102 139,225 1,275,300 SH   SOLE   1,138,955 0 136,345
TESLA INC COM 88160R101 3,133,536 4,040,770 SH   SOLE   3,983,530 0 57,240
TEXAS INSTRS INC COM 882508104 3,739,520 19,455,387 SH   SOLE   18,709,298 0 746,089
TEXTRON INC COM 883203101 418,734 5,998,190 SH   SOLE   5,895,250 0 102,940
THERMO FISHER SCIENTIFIC INC COM 883556102 2,457,554 4,301,462 SH   SOLE   4,154,452 0 147,010
TJX COS INC NEW COM 872540109 955,295 14,478,548 SH   SOLE   14,146,300 0 332,248
T-MOBILE US INC COM 872590104 147,801 1,156,866 SH   SOLE   1,156,866 0 0
TRADEWEB MKTS INC CL A 892672106 85,101 1,053,495 SH   SOLE   1,013,795 0 39,700
TRANSDIGM GROUP INC COM 893641100 381,733 611,194 SH   SOLE   611,194 0 0
TRANSOCEAN LTD REG SHS H8817H100 181,719 47,947,006 SH   SOLE   45,279,210 0 2,667,796
TRIMBLE INC COM 896239100 500,272 6,082,340 SH   SOLE   5,577,980 0 504,360
TUESDAY MORNING CORP COM 89904V101 4,083 1,458,300 SH   SOLE   1,458,300 0 0
TURNING POINT THERAPEUTICS I COM 90041T108 34,519 519,630 SH   SOLE   519,630 0 0
TUSIMPLE HLDGS INC CL A 90089L108 3,960 106,650 SH   SOLE   103,150 0 3,500
TYSON FOODS INC CL A 902494103 30,850 390,800 SH   SOLE   390,800 0 0
UBER TECHNOLOGIES INC COM 90353T100 42,491 948,450 SH   SOLE   929,350 0 19,100
ULTA BEAUTY INC COM 90384S303 27,177 75,300 SH   SOLE   75,300 0 0
UNION PAC CORP COM 907818108 600,401 3,063,112 SH   SOLE   3,046,100 0 17,012
UNITED AIRLS HLDGS INC COM 910047109 1,253,190 26,344,133 SH   SOLE   25,752,142 0 591,991
UNITED PARCEL SERVICE INC CL B 911312106 551,251 3,027,191 SH   SOLE   2,895,185 0 132,006
UNITEDHEALTH GROUP INC COM 91324P102 6,332 16,205 SH   SOLE   16,205 0 0
UNITY SOFTWARE INC COM 91332U101 87,141 690,224 SH   SOLE   690,224 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 384,814 2,250,899 SH   SOLE   2,197,199 0 53,700
US BANCORP DEL COM NEW 902973304 282,750 4,756,900 SH   SOLE   4,592,600 0 164,300
V F CORP COM 918204108 1,675 25,000 SH   SOLE   25,000 0 0
VALERO ENERGY CORP COM 91913Y100 74,113 1,050,200 SH   SOLE   797,300 0 252,900
VICTORIAS SECRET AND CO COMMON STOCK 926400102 124,326 2,249,832 SH   SOLE   2,136,298 0 113,534
VISA INC COM CL A 92826C839 830,933 3,730,339 SH   SOLE   3,360,800 0 369,539
VMWARE INC CL A COM 928563402 79,614 535,400 SH   SOLE   520,400 0 15,000
VONAGE HLDGS CORP COM 92886T201 9,996 620,100 SH   SOLE   620,100 0 0
WATERS CORP COM 941848103 16,507 46,200 SH   SOLE   46,200 0 0
WAVE LIFE SCIENCES LTD SHS Y95308105 22,388 4,568,975 SH   SOLE   4,506,675 0 62,300
WELLS FARGO CO NEW COM 949746101 2,318,210 49,950,665 SH   SOLE   47,493,501 0 2,457,164
WESTERN DIGITAL CORP. COM 958102105 101,460 1,797,667 SH   SOLE   1,646,797 0 150,870
WEX INC COM 96208T104 197,212 1,119,630 SH   SOLE   1,030,280 0 89,350
WHIRLPOOL CORP COM 963320106 1,034,303 5,073,595 SH   SOLE   4,783,445 0 290,150
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 3,832 120,800 SH   SOLE   120,800 0 0
XENCOR INC COM 98401F105 172,309 5,275,832 SH   SOLE   5,275,832 0 0
XOMETRY INC CLASS A COM 98423F109 16,465 285,500 SH   SOLE   285,500 0 0
XPENG INC ADS 98422D105 237,435 6,680,777 SH   SOLE   6,341,807 0 338,970
XPO LOGISTICS INC COM 983793100 26,922 338,300 SH   SOLE   338,300 0 0
ZENTALIS PHARMACEUTICALS INC COM 98943L107 89,006 1,335,620 SH   SOLE   1,287,520 0 48,100
ZIMMER BIOMET HOLDINGS INC COM 98956P102 567,571 3,877,910 SH   SOLE   3,594,020 0 283,890
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 14,016 53,600 SH   SOLE   53,600 0 0
ZOOMINFO TECHNOLOGIES INC COM CL A 98980F104 19,623 320,689 SH   SOLE   320,689 0 0