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 492 3,300 SH   SOLE   3,300 0 0
2U INC COM 90214J101 1,505 75,000 SH   SOLE   75,000 0 0
908 DEVICES INC COM 65443P102 4,867 188,129 SH   SOLE   174,349 0 13,780
ABBOTT LABS COM 002824100 755,835 5,370,433 SH   SOLE   5,099,968 0 270,465
ABIOMED INC COM 003654100 598,963 1,667,632 SH   SOLE   1,667,632 0 0
ACCURAY INC COM 004397105 2,434 510,200 SH   SOLE   510,200 0 0
ACTIVISION BLIZZARD INC COM 00507V109 361,457 5,433,000 SH   SOLE   5,188,250 0 244,750
ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109 5,626 200,500 SH   SOLE   200,500 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 3,765,674 6,640,698 SH   SOLE   6,367,588 0 273,110
AECOM COM 00766T100 1,581,838 20,450,396 SH   SOLE   19,203,408 0 1,246,988
AGILENT TECHNOLOGIES INC COM 00846U101 430,198 2,694,631 SH   SOLE   2,383,041 0 311,590
ALASKA AIR GROUP INC COM 011659109 248,579 4,771,197 SH   SOLE   4,771,197 0 0
ALBEMARLE CORP COM 012653101 618,580 2,646,105 SH   SOLE   2,443,280 0 202,825
ALCON AG ORD SHS H01301128 78,995 906,740 SH   SOLE   857,510 0 49,230
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 2,065,083 17,384,317 SH   SOLE   16,673,972 0 710,345
ALKERMES PLC SHS G01767105 141,309 6,075,180 SH   SOLE   5,839,010 0 236,170
ALLEGIANT TRAVEL CO COM 01748X102 8,239 44,050 SH   SOLE   44,050 0 0
ALLOGENE THERAPEUTICS INC COM 019770106 69,554 4,661,815 SH   SOLE   4,661,815 0 0
ALPHABET INC CAP STK CL A 02079K305 3,362,707 1,160,739 SH   SOLE   1,097,891 0 62,848
ALPHABET INC CAP STK CL C 02079K107 2,252,868 778,572 SH   SOLE   734,554 0 44,018
ALTAIR ENGR INC COM CL A 021369103 64,516 834,400 SH   SOLE   834,400 0 0
ALTICE USA INC CL A 02156K103 21,783 1,346,300 SH   SOLE   1,346,300 0 0
ALTRIA GROUP INC COM 02209S103 61,234 1,292,124 SH   SOLE   1,292,124 0 0
AMAZON COM INC COM 023135106 1,308,078 392,305 SH   SOLE   388,560 0 3,745
AMBARELLA INC SHS G037AX101 29,447 145,140 SH   SOLE   145,140 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 734,511 40,897,051 SH   SOLE   40,025,086 0 871,965
AMERICAN HOMES 4 RENT CL A 02665T306 26,770 613,850 SH   SOLE   421,950 0 191,900
AMETEK INC COM 031100100 172,675 1,174,340 SH   SOLE   1,134,840 0 39,500
AMGEN INC COM 031162100 3,549,162 15,776,155 SH   SOLE   15,264,347 0 511,808
AMICUS THERAPEUTICS INC COM 03152W109 17,648 1,528,000 SH   SOLE   1,528,000 0 0
ANALOG DEVICES INC COM 032654105 786,249 4,473,170 SH   SOLE   4,301,495 0 171,675
APPLE INC COM 037833100 406,919 2,291,600 SH   SOLE   2,291,600 0 0
APPLIED MATLS INC COM 038222105 685,395 4,355,583 SH   SOLE   4,114,128 0 241,455
ARBUTUS BIOPHARMA CORP COM 03879J100 1,828 470,000 SH   SOLE   470,000 0 0
ARENA PHARMACEUTICALS INC COM NEW 040047607 40,510 435,870 SH   SOLE   435,870 0 0
ARISTA NETWORKS INC COM 040413106 1,524 10,600 SH   SOLE   4,200 0 6,400
ARLO TECHNOLOGIES INC COM 04206A101 55,380 5,279,310 SH   SOLE   4,767,600 0 511,710
ARMSTRONG WORLD INDS INC NEW COM 04247X102 1,161 10,000 SH   SOLE   10,000 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 620,734 779,679 SH   SOLE   731,420 0 48,259
ASSETMARK FINL HLDGS INC COM 04546L106 4,236 161,600 SH   SOLE   161,600 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 2,719,722 46,690,500 SH   SOLE   44,261,800 0 2,428,700
AURORA INNOVATION INC CLASS A COM 051774107 115,751 10,279,870 SH   SOLE   10,279,870 0 0
AUTODESK INC COM 052769106 185,726 660,500 SH   SOLE   660,500 0 0
AUTOZONE INC COM 053332102 12,736 6,075 SH   SOLE   6,075 0 0
AXCELIS TECHNOLOGIES INC COM NEW 054540208 156,194 2,094,870 SH   SOLE   2,094,870 0 0
AXON ENTERPRISE INC COM 05464C101 34,587 220,300 SH   SOLE   220,300 0 0
BAIDU INC SPON ADR REP A 056752108 1,423,871 9,569,669 SH   SOLE   9,229,519 0 340,150
BATH & BODY WORKS INC COM 070830104 418,767 6,000,385 SH   SOLE   5,664,966 0 335,419
BEIGENE LTD SPONSORED ADR 07725L102 1,007,184 3,717,507 SH   SOLE   3,671,907 0 45,600
BERKELEY LTS INC COM 084310101 475 26,145 SH   SOLE   26,145 0 0
BEYOND MEAT INC COM 08862E109 215 3,300 SH   SOLE   3,300 0 0
BIOGEN INC COM 09062X103 3,780,517 15,757,405 SH   SOLE   15,228,551 0 528,854
BIOMARIN PHARMACEUTICAL INC COM 09061G101 1,573,052 17,804,780 SH   SOLE   16,903,327 0 901,453
BIONTECH SE SPONSORED ADS 09075V102 1,079,439 4,187,118 SH   SOLE   3,932,738 0 254,380
BJS WHSL CLUB HLDGS INC COM 05550J101 52,103 778,000 SH   SOLE   778,000 0 0
BK OF AMERICA CORP COM 060505104 1,500,654 33,730,141 SH   SOLE   32,034,086 0 1,696,055
BLACKBERRY LTD COM 09228F103 373,236 39,918,252 SH   SOLE   39,214,402 0 703,850
BLOOM ENERGY CORP COM CL A 093712107 1,088 49,600 SH   SOLE   49,600 0 0
BOOT BARN HLDGS INC COM 099406100 8,921 72,500 SH   SOLE   72,500 0 0
BOSTON SCIENTIFIC CORP COM 101137107 1,619,279 38,118,619 SH   SOLE   37,223,092 0 895,527
BRIDGEBIO PHARMA INC COM 10806X102 17,526 1,050,740 SH   SOLE   1,050,740 0 0
BRINKER INTL INC COM 109641100 27,035 738,865 SH   SOLE   643,665 0 95,200
BRISTOL-MYERS SQUIBB CO COM 110122108 1,378,836 22,114,455 SH   SOLE   21,061,312 0 1,053,143
BURLINGTON STORES INC COM 122017106 171,947 589,850 SH   SOLE   589,850 0 0
CALAVO GROWERS INC COM 128246105 1,522 35,900 SH   SOLE   35,900 0 0
CALITHERA BIOSCIENCES INC COM 13089P101 7,140 10,733,000 SH   SOLE   10,733,000 0 0
CAMECO CORP COM 13321L108 19,420 890,400 SH   SOLE   890,400 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 209,885 3,233,471 SH   SOLE   3,017,921 0 215,550
CARMAX INC COM 143130102 889,167 6,827,663 SH   SOLE   6,194,543 0 633,120
CARNIVAL CORP COMMON STOCK 143658300 290,895 14,458,024 SH   SOLE   13,831,301 0 626,723
CARRIER GLOBAL CORPORATION COM 14448C104 271,198 4,999,962 SH   SOLE   4,912,362 0 87,600
CATERPILLAR INC COM 149123101 698,349 3,377,908 SH   SOLE   3,287,962 0 89,946
CBOE GLOBAL MKTS INC COM 12503M108 4,681 35,900 SH   SOLE   20,000 0 15,900
CELANESE CORP DEL COM 150870103 1,344 8,000 SH   SOLE   0 0 8,000
CERENCE INC COM 156727109 44,576 581,634 SH   SOLE   487,929 0 93,705
CERNER CORP COM 156782104 1,802 19,400 SH   SOLE   19,400 0 0
CERUS CORP COM 157085101 66,209 9,722,300 SH   SOLE   9,722,300 0 0
CHARLES RIV LABS INTL INC COM 159864107 134,804 357,780 SH   SOLE   357,780 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 162,191 248,770 SH   SOLE   248,770 0 0
CHEGG INC COM 163092109 46,019 1,499,000 SH   SOLE   1,499,000 0 0
CIENA CORP COM NEW 171779309 7,627 99,085 SH   SOLE   95,400 0 3,685
CISCO SYS INC COM 17275R102 493,462 7,786,990 SH   SOLE   7,331,183 0 455,807
CITIGROUP INC COM NEW 172967424 276,945 4,585,946 SH   SOLE   4,256,090 0 329,856
CME GROUP INC COM 12572Q105 266,894 1,168,230 SH   SOLE   1,068,230 0 100,000
COLFAX CORP COM 194014106 22,608 491,800 SH   SOLE   491,800 0 0
COMCAST CORP NEW CL A 20030N101 27,405 544,507 SH   SOLE   544,507 0 0
COMSCORE INC COM 20564W105 18,195 5,447,627 SH   SOLE   5,447,627 0 0
CONSTELLATION BRANDS INC CL A 21036P108 7,554 30,100 SH   SOLE   30,100 0 0
CONTROLADORA VUELA COMP DE A SPON ADR RP 10 21240E105 1,294 72,000 SH   SOLE   72,000 0 0
CORNERSTONE BLDG BRANDS INC COM 21925D109 1,134 65,000 SH   SOLE   65,000 0 0
CORNING INC COM 219350105 372,900 10,016,119 SH   SOLE   9,677,819 0 338,300
CORTEVA INC COM 22052L104 97,226 2,056,395 SH   SOLE   1,962,445 0 93,950
COTERRA ENERGY INC COM 127097103 84,920 4,469,450 SH   SOLE   4,127,150 0 342,300
CROWDSTRIKE HLDGS INC CL A 22788C105 47,976 234,315 SH   SOLE   234,315 0 0
CSX CORP COM 126408103 151,994 4,042,400 SH   SOLE   4,042,400 0 0
CURTISS WRIGHT CORP COM 231561101 236,210 1,703,400 SH   SOLE   1,644,000 0 59,400
CVS HEALTH CORP COM 126650100 439,795 4,263,235 SH   SOLE   4,059,585 0 203,650
CYBERARK SOFTWARE LTD SHS M2682V108 14,004 80,820 SH   SOLE   80,820 0 0
DANAHER CORPORATION COM 235851102 24,849 75,526 SH   SOLE   75,526 0 0
DARDEN RESTAURANTS INC COM 237194105 8,993 59,700 SH   SOLE   59,700 0 0
DEERE & CO COM 244199105 174,010 507,480 SH   SOLE   507,480 0 0
DELL TECHNOLOGIES INC CL C 24703L202 26,080 464,310 SH   SOLE   446,800 0 17,510
DELTA AIR LINES INC DEL COM NEW 247361702 767,208 19,631,738 SH   SOLE   18,953,508 0 678,230
DESCARTES SYS GROUP INC COM 249906108 298,318 3,608,106 SH   SOLE   3,588,806 0 19,300
DIEBOLD NIXDORF INC COM STK 253651103 2,416 267,000 SH   SOLE   267,000 0 0
DIGIMARC CORP NEW COM 25381B101 403 10,200 SH   SOLE   10,200 0 0
DISCOVER FINL SVCS COM 254709108 401,878 3,477,659 SH   SOLE   3,470,259 0 7,400
DISNEY WALT CO COM 254687106 535,713 3,458,667 SH   SOLE   3,412,287 0 46,380
DOCUSIGN INC COM 256163106 4,581 30,075 SH   SOLE   30,075 0 0
DOLLAR GEN CORP NEW COM 256677105 1,910 8,100 SH   SOLE   8,100 0 0
DOLLAR TREE INC COM 256746108 209,301 1,489,475 SH   SOLE   1,390,975 0 98,500
DOORDASH INC CL A 25809K105 27,907 187,420 SH   SOLE   180,100 0 7,320
DOW INC COM 260557103 123,809 2,182,802 SH   SOLE   2,059,509 0 123,293
DUPONT DE NEMOURS INC COM 26614N102 168,626 2,087,474 SH   SOLE   1,988,330 0 99,144
EBAY INC. COM 278642103 179,154 2,694,050 SH   SOLE   2,694,050 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 283,494 2,188,300 SH   SOLE   2,188,300 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 855,911 30,158,966 SH   SOLE   29,127,362 0 1,031,604
ELECTRONIC ARTS INC COM 285512109 109,480 830,025 SH   SOLE   792,300 0 37,725
ENTEGRIS INC COM 29362U104 438,718 3,165,812 SH   SOLE   3,128,031 0 37,781
EOG RES INC COM 26875P101 268,616 3,023,929 SH   SOLE   3,023,929 0 0
EPIZYME INC COM 29428V104 38,416 15,366,477 SH   SOLE   15,366,477 0 0
EPR PPTYS COM SH BEN INT 26884U109 9,988 210,320 SH   SOLE   210,320 0 0
ERICSSON ADR B SEK 10 294821608 1,100,002 101,196,127 SH   SOLE   97,323,927 0 3,872,200
EVERCORE INC CLASS A 29977A105 12,281 90,400 SH   SOLE   90,400 0 0
EXACT SCIENCES CORP COM 30063P105 41,429 532,300 SH   SOLE   532,300 0 0
FARO TECHNOLOGIES INC COM 311642102 4,415 63,060 SH   SOLE   63,060 0 0
FEDEX CORP COM 31428X106 3,412,892 13,195,532 SH   SOLE   12,700,634 0 494,898
FIBROGEN INC COM 31572Q808 183,147 12,989,123 SH   SOLE   11,970,404 0 1,018,719
FIDELITY NATL INFORMATION SV COM 31620M106 122,537 1,122,650 SH   SOLE   1,112,750 0 9,900
FIVE BELOW INC COM 33829M101 4,634 22,400 SH   SOLE   22,400 0 0
FLEX LTD ORD Y2573F102 1,008,507 55,019,450 SH   SOLE   51,745,531 0 3,273,919
FLUIDIGM CORP DEL COM 34385P108 19,966 5,093,403 SH   SOLE   5,093,403 0 0
FORMFACTOR INC COM 346375108 142,940 3,126,419 SH   SOLE   3,126,419 0 0
FREEPORT-MCMORAN INC CL B 35671D857 165,680 3,970,275 SH   SOLE   3,916,375 0 53,900
FRESHWORKS INC CLASS A COM 358054104 7,324 278,900 SH   SOLE   278,900 0 0
FRONTIER GROUP HLDGS INC COM 35909R108 973 71,700 SH   SOLE   71,700 0 0
GAN LTD SHS G3728V109 17,376 1,890,785 SH   SOLE   1,890,785 0 0
GENERAL DYNAMICS CORP COM 369550108 209,008 1,002,580 SH   SOLE   998,080 0 4,500
GIBRALTAR INDS INC COM 374689107 24,745 371,100 SH   SOLE   371,100 0 0
GILDAN ACTIVEWEAR INC COM 375916103 4,587 108,200 SH   SOLE   108,200 0 0
GITLAB INC CLASS A COM 37637K108 20,027 230,200 SH   SOLE   230,200 0 0
GLAUKOS CORP COM 377322102 23,682 532,900 SH   SOLE   532,900 0 0
GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 24,317 551,400 SH   SOLE   551,400 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 285,057 745,150 SH   SOLE   745,150 0 0
GREIF INC CL B 397624206 1,674 28,000 SH   SOLE   28,000 0 0
GROCERY OUTLET HLDG CORP COM 39874R101 16,976 600,300 SH   SOLE   600,300 0 0
GUARDANT HEALTH INC COM 40131M109 19,669 196,652 SH   SOLE   196,652 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101 30,655 337,500 SH   SOLE   337,500 0 0
HAWAIIAN HOLDINGS INC COM 419879101 4,802 261,400 SH   SOLE   261,400 0 0
HEALTH CATALYST INC COM 42225T107 9,518 240,244 SH   SOLE   240,244 0 0
HESS CORP COM 42809H107 698,658 9,437,505 SH   SOLE   9,199,435 0 238,070
HEWLETT PACKARD ENTERPRISE C COM 42824C109 889,180 56,384,271 SH   SOLE   53,952,859 0 2,431,412
HILTON WORLDWIDE HLDGS INC COM 43300A203 86,351 553,565 SH   SOLE   553,565 0 0
HONEYWELL INTL INC COM 438516106 49,625 238,000 SH   SOLE   238,000 0 0
HP INC COM 40434L105 957,742 25,424,525 SH   SOLE   24,248,416 0 1,176,109
HUBSPOT INC COM 443573100 109,946 166,800 SH   SOLE   166,800 0 0
HUMANA INC COM 444859102 12,615 27,195 SH   SOLE   27,195 0 0
IDEX CORP COM 45167R104 96,675 409,085 SH   SOLE   348,445 0 60,640
ILLUMINA INC COM 452327109 252,824 664,558 SH   SOLE   639,380 0 25,178
IMAX CORP COM 45245E109 22,113 1,239,500 SH   SOLE   1,239,500 0 0
IMMUNOGEN INC COM 45253H101 5,652 761,727 SH   SOLE   761,727 0 0
INDIE SEMICONDUCTOR INC CLASS A COM 45569U101 9,460 789,000 SH   SOLE   789,000 0 0
INGEVITY CORP COM 45688C107 3,513 49,000 SH   SOLE   49,000 0 0
INSULET CORP COM 45784P101 338,670 1,272,860 SH   SOLE   1,272,860 0 0
INTEL CORP COM 458140100 2,029,167 39,401,295 SH   SOLE   36,648,024 0 2,753,271
INTUIT COM 461202103 1,328,317 2,065,106 SH   SOLE   1,995,431 0 69,675
IQVIA HLDGS INC COM 46266C105 170,237 603,377 SH   SOLE   599,572 0 3,805
IROBOT CORP COM 462726100 159,498 2,421,043 SH   SOLE   2,421,043 0 0
JABIL INC COM 466313103 253,949 3,609,800 SH   SOLE   3,227,900 0 381,900
JACOBS ENGR GROUP INC COM 469814107 936,353 6,725,222 SH   SOLE   6,357,637 0 367,585
JAMF HLDG CORP COM 47074L105 3,915 103,000 SH   SOLE   103,000 0 0
JELD-WEN HLDG INC COM 47580P103 3,859 146,400 SH   SOLE   146,400 0 0
JETBLUE AWYS CORP COM 477143101 218,142 15,318,956 SH   SOLE   14,549,253 0 769,703
JPMORGAN CHASE & CO COM 46625H100 1,816,311 11,470,229 SH   SOLE   10,906,460 0 563,769
KEYSIGHT TECHNOLOGIES INC COM 49338L103 285,029 1,380,220 SH   SOLE   1,247,480 0 132,740
KIRBY CORP COM 497266106 26,299 442,600 SH   SOLE   442,600 0 0
KLA CORP COM NEW 482480100 3,339,449 7,764,174 SH   SOLE   7,588,294 0 175,880
KROGER CO COM 501044101 1,584 35,000 SH   SOLE   35,000 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 63,247 296,600 SH   SOLE   296,600 0 0
LAS VEGAS SANDS CORP COM 517834107 43,640 1,159,400 SH   SOLE   1,159,400 0 0
LESLIES INC COM 527064109 23,111 976,800 SH   SOLE   976,800 0 0
LI-CYCLE HOLDINGS CORP COMMON SHARES 50202P105 6,800 682,700 SH   SOLE   682,700 0 0
LILLY ELI & CO COM 532457108 8,201,160 29,690,681 SH   SOLE   28,537,393 0 1,153,288
LINDE PLC SHS G5494J103 93,709 270,500 SH   SOLE   270,500 0 0
LIVANOVA PLC SHS G5509L101 386,042 4,415,445 SH   SOLE   4,372,275 0 43,170
LIVE NATION ENTERTAINMENT IN COM 538034109 124,362 1,039,035 SH   SOLE   1,011,105 0 27,930
LOWES COS INC COM 548661107 72,891 282,000 SH   SOLE   282,000 0 0
LPL FINL HLDGS INC COM 50212V100 30,305 189,300 SH   SOLE   189,300 0 0
LYFT INC CL A COM 55087P104 201,011 4,704,201 SH   SOLE   4,517,751 0 186,450
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 8,190 104,600 SH   SOLE   104,600 0 0
MADISON SQUARE GRDN ENTERTNM CL A 55826T102 55,408 787,721 SH   SOLE   787,721 0 0
MADISON SQUARE GRDN SPRT COR CL A 55825T103 1,177 6,773 SH   SOLE   6,773 0 0
MARKETAXESS HLDGS INC COM 57060D108 190,907 464,190 SH   SOLE   464,190 0 0
MARQETA INC CLASS A COM 57142B104 561 32,700 SH   SOLE   32,700 0 0
MARRIOTT INTL INC NEW CL A 571903202 158,109 956,846 SH   SOLE   950,046 0 6,800
MARRONE BIO INNOVATIONS INC COM 57165B106 1,141 1,583,800 SH   SOLE   1,583,800 0 0
MARSH & MCLENNAN COS INC COM 571748102 973,648 5,601,471 SH   SOLE   5,316,462 0 285,009
MASONITE INTL CORP COM 575385109 23,496 199,200 SH   SOLE   199,200 0 0
MASTERCARD INCORPORATED CL A 57636Q104 110,706 308,100 SH   SOLE   308,100 0 0
MATERIALISE NV SPONSORED ADS 57667T100 8,637 361,824 SH   SOLE   361,824 0 0
MATSON INC COM 57686G105 34,589 384,192 SH   SOLE   367,162 0 17,030
MATTEL INC COM 577081102 982,867 45,587,519 SH   SOLE   44,375,463 0 1,212,056
MAXAR TECHNOLOGIES INC COM 57778K105 29,355 994,070 SH   SOLE   994,070 0 0
MAXLINEAR INC COM 57776J100 306,255 4,062,272 SH   SOLE   3,694,530 0 367,742
MCDONALDS CORP COM 580135101 63,399 236,500 SH   SOLE   236,500 0 0
MEDTRONIC PLC SHS G5960L103 114,803 1,109,740 SH   SOLE   1,082,910 0 26,830
MERCK & CO INC COM 58933Y105 18,677 243,700 SH   SOLE   243,700 0 0
MEREO BIOPHARMA GROUP PLC ADS 589492107 532 332,200 SH   SOLE   332,200 0 0
META PLATFORMS INC CL A 30303M102 403,914 1,200,875 SH   SOLE   1,191,875 0 9,000
MGM RESORTS INTERNATIONAL COM 552953101 38,255 852,380 SH   SOLE   852,380 0 0
MICRON TECHNOLOGY INC COM 595112103 3,838,774 41,210,676 SH   SOLE   40,416,565 0 794,111
MICROSOFT CORP COM 594918104 5,807,421 17,267,545 SH   SOLE   16,538,900 0 728,645
MISSION PRODUCE INC COM 60510V108 734 46,720 SH   SOLE   46,720 0 0
MONGODB INC CL A 60937P106 44,889 84,800 SH   SOLE   84,800 0 0
MORGAN STANLEY COM NEW 617446448 864,086 8,802,831 SH   SOLE   8,441,339 0 361,492
NEKTAR THERAPEUTICS COM 640268108 235,242 17,412,422 SH   SOLE   17,247,022 0 165,400
NETAPP INC COM 64110D104 1,680,464 18,267,904 SH   SOLE   17,719,974 0 547,930
NETFLIX INC COM 64110L106 3,301 5,480 SH   SOLE   5,480 0 0
NEW FORTRESS ENERGY INC COM CL A 644393100 3,829 158,600 SH   SOLE   158,600 0 0
NEWELL BRANDS INC COM 651229106 118,967 5,447,200 SH   SOLE   4,615,900 0 831,300
NLIGHT INC COM 65487K100 27,750 1,158,674 SH   SOLE   1,158,674 0 0
NMI HLDGS INC CL A 629209305 56,477 2,584,779 SH   SOLE   2,584,779 0 0
NN INC COM 629337106 11,351 2,768,600 SH   SOLE   2,623,200 0 145,400
NOKIA CORP SPONSORED ADR 654902204 7,215 1,160,000 SH   SOLE   1,160,000 0 0
NORFOLK SOUTHN CORP COM 655844108 32,153 108,000 SH   SOLE   108,000 0 0
NORTHERN TR CORP COM 665859104 480,514 4,017,342 SH   SOLE   3,903,352 0 113,990
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 52,235 2,518,570 SH   SOLE   2,460,570 0 58,000
NOVARTIS AG SPONSORED ADR 66987V109 1,588,944 18,165,590 SH   SOLE   17,580,430 0 585,160
NUANCE COMMUNICATIONS INC COM 67020Y100 238,704 4,314,961 SH   SOLE   3,539,940 0 775,021
NUTANIX INC CL A 67059N108 112,871 3,542,715 SH   SOLE   3,542,715 0 0
NUVASIVE INC COM 670704105 7,930 151,100 SH   SOLE   151,100 0 0
NVENT ELECTRIC PLC SHS G6700G107 33,740 887,900 SH   SOLE   887,900 0 0
NVIDIA CORPORATION COM 67066G104 1,131,174 3,846,090 SH   SOLE   3,763,235 0 82,855
OKTA INC CL A 679295105 2,449 10,925 SH   SOLE   10,925 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 82,696 230,750 SH   SOLE   230,750 0 0
OLINK HLDG AB SPONSORED ADS 680710100 546 30,000 SH   SOLE   27,400 0 2,600
OLLIES BARGAIN OUTLET HLDGS COM 681116109 26,808 523,700 SH   SOLE   523,700 0 0
OMNICELL COM COM 68213N109 8,018 44,437 SH   SOLE   44,437 0 0
ORACLE CORP COM 68389X105 850,504 9,752,370 SH   SOLE   9,131,470 0 620,900
ORASURE TECHNOLOGIES INC COM 68554V108 8,649 995,280 SH   SOLE   995,280 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 13,913 19,700 SH   SOLE   19,700 0 0
OSI SYSTEMS INC COM 671044105 31,374 336,630 SH   SOLE   326,630 0 10,000
OTIS WORLDWIDE CORP COM 68902V107 147,299 1,691,731 SH   SOLE   1,648,681 0 43,050
PALO ALTO NETWORKS INC COM 697435105 108,932 195,654 SH   SOLE   191,424 0 4,230
PAYPAL HLDGS INC COM 70450Y103 459,456 2,436,400 SH   SOLE   2,370,760 0 65,640
PENTAIR PLC SHS G7S00T104 51,961 711,500 SH   SOLE   711,500 0 0
PENUMBRA INC COM 70975L107 13,768 47,920 SH   SOLE   44,560 0 3,360
PERIMETER SOLUTIONS SA COMMON STOCK L7579L106 36,133 2,601,381 SH   SOLE   2,601,381 0 0
PERKINELMER INC COM 714046109 300,330 1,493,735 SH   SOLE   1,309,655 0 184,080
PHILIP MORRIS INTL INC COM 718172109 16,197 170,500 SH   SOLE   170,500 0 0
PINTEREST INC CL A 72352L106 93,354 2,568,200 SH   SOLE   2,568,200 0 0
PIONEER NAT RES CO COM 723787107 871,541 4,791,846 SH   SOLE   4,573,346 0 218,500
PLANTRONICS INC NEW COM 727493108 185,870 6,335,050 SH   SOLE   6,335,050 0 0
PRESTIGE CONSMR HEALTHCARE I COM 74112D101 1,904 31,400 SH   SOLE   31,400 0 0
PROGRESSIVE CORP COM 743315103 169,292 1,649,220 SH   SOLE   1,649,220 0 0
PROS HOLDINGS INC COM 74346Y103 13,507 391,630 SH   SOLE   391,630 0 0
PULMONX CORP COM 745848101 158,551 4,943,891 SH   SOLE   4,623,601 0 320,290
QUALCOMM INC COM 747525103 1,320,162 7,219,129 SH   SOLE   6,956,093 0 263,036
RAMBUS INC DEL COM 750917106 7,875 267,963 SH   SOLE   74,763 0 193,200
RAPID7 INC COM 753422104 23,470 199,420 SH   SOLE   199,420 0 0
RAYMOND JAMES FINL INC COM 754730109 1,030,542 10,264,364 SH   SOLE   9,700,707 0 563,657
RAYTHEON TECHNOLOGIES CORP COM 75513E101 48,655 565,362 SH   SOLE   565,362 0 0
REPLIGEN CORP COM 759916109 7,360 27,790 SH   SOLE   27,790 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 76,196 1,255,700 SH   SOLE   1,255,700 0 0
RHYTHM PHARMACEUTICALS INC COM 76243J105 62,445 6,256,991 SH   SOLE   6,256,991 0 0
RINGCENTRAL INC CL A 76680R206 33,854 180,700 SH   SOLE   180,700 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103 47,148 454,700 SH   SOLE   454,700 0 0
ROBLOX CORP CL A 771049103 4,694 45,500 SH   SOLE   45,500 0 0
ROCKWELL AUTOMATION INC COM 773903109 97,755 280,220 SH   SOLE   270,740 0 9,480
ROSS STORES INC COM 778296103 1,289,867 11,286,899 SH   SOLE   10,909,692 0 377,207
ROYAL CARIBBEAN GROUP COM V7780T103 389,315 5,062,611 SH   SOLE   4,968,389 0 94,222
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 46,130 450,800 SH   SOLE   450,800 0 0
SAFEHOLD INC COM 78645L100 4,344 54,400 SH   SOLE   54,400 0 0
SAGE THERAPEUTICS INC COM 78667J108 2,727 64,100 SH   SOLE   64,100 0 0
SALESFORCE COM INC COM 79466L302 62,491 245,900 SH   SOLE   245,900 0 0
SANDERSON FARMS INC COM 800013104 1,395 7,300 SH   SOLE   6,200 0 1,100
SANOFI SPONSORED ADR 80105N105 62,618 1,249,860 SH   SOLE   1,226,720 0 23,140
SCHLUMBERGER LTD COM STK 806857108 3,591 119,900 SH   SOLE   119,900 0 0
SCHWAB CHARLES CORP COM 808513105 2,381,103 28,312,764 SH   SOLE   27,460,125 0 852,639
SCIENCE APPLICATIONS INTL CO COM 808625107 14,026 167,800 SH   SOLE   167,800 0 0
SEAGEN INC COM 81181C104 718,440 4,647,090 SH   SOLE   4,617,145 0 29,945
SEER INC COM CL A 81578P106 1,590 69,700 SH   SOLE   67,440 0 2,260
SERVICESOURCE INTL INC COM 81763U100 8,167 8,248,408 SH   SOLE   8,248,408 0 0
SHOCKWAVE MED INC COM 82489T104 62,879 352,600 SH   SOLE   352,600 0 0
SIO GENE THERAPIES INC COMMON 829399104 26 20,100 SH   SOLE   20,100 0 0
SKILLZ INC COM 83067L109 3,170 426,100 SH   SOLE   426,100 0 0
SNAP INC CL A 83304A106 11,901 253,050 SH   SOLE   253,050 0 0
SONY GROUP CORPORATION SPONSORED ADR 835699307 3,314,660 26,223,575 SH   SOLE   25,119,475 0 1,104,100
SOUTHWEST AIRLS CO COM 844741108 2,325,802 54,290,429 SH   SOLE   52,224,753 0 2,065,676
SOUTHWESTERN ENERGY CO COM 845467109 47,946 10,288,925 SH   SOLE   9,616,950 0 671,975
SPIRIT AIRLS INC COM 848577102 6,822 312,200 SH   SOLE   312,200 0 0
SPLUNK INC COM 848637104 875,891 7,569,051 SH   SOLE   7,158,451 0 410,600
STRATASYS LTD SHS M85548101 93,679 3,825,199 SH   SOLE   3,825,199 0 0
STRYKER CORPORATION COM 863667101 127,024 475,000 SH   SOLE   475,000 0 0
SUN CTRY AIRLS HLDGS INC COM 866683105 2,086 76,565 SH   SOLE   75,865 0 700
SYSCO CORP COM 871829107 162,976 2,074,800 SH   SOLE   1,974,500 0 100,300
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 90,010 506,470 SH   SOLE   506,470 0 0
TECHNIPFMC PLC COM G87110105 1,962 331,500 SH   SOLE   331,500 0 0
TERADYNE INC COM 880770102 188,784 1,154,430 SH   SOLE   1,020,495 0 133,935
TESLA INC COM 88160R101 3,768,308 3,565,840 SH   SOLE   3,514,650 0 51,190
TEXAS INSTRS INC COM 882508104 3,450,387 18,307,352 SH   SOLE   17,571,073 0 736,279
TEXTRON INC COM 883203101 456,416 5,912,130 SH   SOLE   5,810,390 0 101,740
THERMO FISHER SCIENTIFIC INC COM 883556102 2,739,088 4,105,102 SH   SOLE   3,959,542 0 145,560
TJX COS INC NEW COM 872540109 1,078,432 14,204,848 SH   SOLE   13,875,500 0 329,348
T-MOBILE US INC COM 872590104 127,608 1,100,256 SH   SOLE   1,100,256 0 0
TRADEWEB MKTS INC CL A 892672106 104,569 1,044,225 SH   SOLE   1,004,525 0 39,700
TRANSDIGM GROUP INC COM 893641100 388,795 611,044 SH   SOLE   611,044 0 0
TRANSOCEAN LTD REG SHS H8817H100 131,166 47,524,006 SH   SOLE   44,891,510 0 2,632,496
TRIMBLE INC COM 896239100 499,859 5,732,981 SH   SOLE   5,237,071 0 495,910
TUESDAY MORNING CORP COM 89904V101 3,011 1,320,800 SH   SOLE   1,320,800 0 0
TURNING POINT THERAPEUTICS I COM 90041T108 25,949 544,010 SH   SOLE   544,010 0 0
TUSIMPLE HLDGS INC CL A 90089L108 3,802 106,050 SH   SOLE   102,550 0 3,500
TYSON FOODS INC CL A 902494103 32,615 374,200 SH   SOLE   374,200 0 0
UBER TECHNOLOGIES INC COM 90353T100 52,914 1,261,950 SH   SOLE   1,242,850 0 19,100
ULTA BEAUTY INC COM 90384S303 30,653 74,340 SH   SOLE   74,340 0 0
UNION PAC CORP COM 907818108 746,320 2,962,412 SH   SOLE   2,945,400 0 17,012
UNITED AIRLS HLDGS INC COM 910047109 1,110,954 25,375,838 SH   SOLE   24,794,347 0 581,491
UNITED PARCEL SERVICE INC CL B 911312106 598,350 2,791,591 SH   SOLE   2,661,485 0 130,106
UNITEDHEALTH GROUP INC COM 91324P102 8,137 16,205 SH   SOLE   16,205 0 0
UNITY SOFTWARE INC COM 91332U101 90,279 631,364 SH   SOLE   631,364 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 359,036 2,175,579 SH   SOLE   2,121,679 0 53,900
US BANCORP DEL COM NEW 902973304 260,505 4,637,800 SH   SOLE   4,474,000 0 163,800
VALERO ENERGY CORP COM 91913Y100 77,326 1,029,500 SH   SOLE   780,000 0 249,500
VICTORIAS SECRET AND CO COMMON STOCK 926400102 124,439 2,240,532 SH   SOLE   2,128,698 0 111,834
VISA INC COM CL A 92826C839 849,403 3,919,539 SH   SOLE   3,552,500 0 367,039
VMWARE INC CL A COM 928563402 73,495 634,231 SH   SOLE   611,519 0 22,712
WATERS CORP COM 941848103 17,102 45,900 SH   SOLE   45,900 0 0
WAVE LIFE SCIENCES LTD SHS Y95308105 14,427 4,594,575 SH   SOLE   4,532,275 0 62,300
WELLS FARGO CO NEW COM 949746101 2,384,470 49,697,175 SH   SOLE   47,280,781 0 2,416,394
WESTERN DIGITAL CORP. COM 958102105 131,069 2,009,947 SH   SOLE   1,854,487 0 155,460
WEX INC COM 96208T104 179,802 1,280,730 SH   SOLE   1,185,180 0 95,550
WHIRLPOOL CORP COM 963320106 1,175,594 5,009,775 SH   SOLE   4,723,335 0 286,440
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 4,933 120,800 SH   SOLE   120,800 0 0
WOLFSPEED INC COM 977852102 246,414 2,204,652 SH   SOLE   2,031,592 0 173,060
XENCOR INC COM 98401F105 200,111 4,987,822 SH   SOLE   4,987,822 0 0
XOMETRY INC CLASS A COM 98423F109 35,431 691,340 SH   SOLE   691,340 0 0
XPENG INC ADS 98422D105 340,608 6,767,487 SH   SOLE   6,428,517 0 338,970
XPO LOGISTICS INC COM 983793100 27,008 348,800 SH   SOLE   348,800 0 0
ZENTALIS PHARMACEUTICALS INC COM 98943L107 105,381 1,253,640 SH   SOLE   1,205,540 0 48,100
ZIMMER BIOMET HOLDINGS INC COM 98956P102 516,877 4,068,620 SH   SOLE   3,790,130 0 278,490
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 9,858 53,600 SH   SOLE   53,600 0 0
ZOOMINFO TECHNOLOGIES INC COM CL A 98980F104 20,285 315,969 SH   SOLE   315,969 0 0