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
Expires: July 31, 2015
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
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