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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | Alarm.com Holdings Inc | $4.25B | 4600000 | 3.45% |
| 2 | WEC ENERGY GROUP, INC. | $4.21B | 3500000 | 3.42% |
| 3 | Global Payments Inc. | $4.12B | 4700000 | 3.35% |
| 4 | Peabody Energy Corp | $3.84B | 3800000 | 3.12% |
| 5 | Envista Holdings Corp | $3.66B | 3700000 | 2.97% |
| 6 | JetBlue Airways Corporation | $3.41B | 3700000 | 2.77% |
| 7 | Akamai Technologies Inc | $3.36B | 3000000 | 2.73% |
| 8 | M/A-COM Technology Solutions Holdings Inc. | $2.80B | 2000000 | 2.28% |
| 9 | Super Micro Computer, Inc. | $2.74B | 3200000 | 2.23% |
| 10 | Workiva Inc | $2.34B | 2500000 | 1.90% |
| 11 | Etsy Inc | $2.25B | 2300000 | 1.83% |
| 12 | Rivian Automotive Inc | $2.20B | 2100000 | 1.79% |
| 13 | Rivian Automotive Inc | $2.15B | 2300000 | 1.75% |
| 14 | Evergy Inc | $2.15B | 1600000 | 1.75% |
| 15 | SOUTHERN CO/THE | $2.12B | 1900000 | 1.72% |
| 16 | Cogent Biosciences Inc | $2.11B | 1800000 | 1.71% |
| 17 | DigitalOcean Holdings Inc | $2.05B | 2100000 | 1.67% |
| 18 | LCI INDUSTRIES | $2.01B | 1700000 | 1.63% |
| 19 | Five9 Inc | $2.00B | 2300000 | 1.63% |
| 20 | Winnebago Industries Inc | $2.00B | 2200000 | 1.63% |
| 21 | Alphatec Holdings, Inc. | $1.96B | 1900000 | 1.59% |
| 22 | Immunocore Holdings PLC | $1.95B | 2200000 | 1.59% |
| 23 | Pinnacle West Capital Corp | $1.94B | 1700000 | 1.58% |
| 24 | NextEra Energy Capital Holdings Inc | $1.93B | 1400000 | 1.57% |
| 25 | Herbalife Ltd | $1.90B | 1600000 | 1.54% |
| 26 | Snap Inc | $1.89B | 2400000 | 1.53% |
| 27 | Spectrum Brands, Inc. | $1.88B | 1900000 | 1.52% |
| 28 | Akamai Technologies Inc | $1.81B | 1600000 | 1.47% |
| 29 | Snowflake Inc | $1.73B | 1400000 | 1.40% |
| 30 | Western Digital Corp | $1.33B | 200000 | 1.08% |
| 31 | Marriott Vacations Worldwide Corp | $1.26B | 1300000 | 1.02% |
| 32 | T1 Energy Inc | $1.22B | 1000000 | 0.99% |
| 33 | Cerence Inc. | $1.07B | 1200000 | 0.87% |
| 34 | Arrowhead Pharmaceuticals Inc | $990.9M | 1000000 | 0.81% |
| 35 | Bentley Systems, Incorporated | $950.7M | 1000000 | 0.77% |
| 36 | Lumentum Holdings Inc. | $943.6M | 100000 | 0.77% |
| 37 | Box Inc | $917.4M | 1000000 | 0.75% |
| 38 | Unity Software Inc | $868.7M | 42291 | 0.71% |
| 39 | Xometry Inc | $836.0M | 800000 | 0.68% |
| 40 | Patrick Industries Inc | $829.7M | 500000 | 0.67% |
| 41 | Boeing Co/The | $813.9M | 13142 | 0.66% |
| 42 | Capital Southwest Corp | $802.4M | 800000 | 0.65% |
| 43 | Arrowhead Pharmaceuticals Inc | $759.2M | 13169 | 0.62% |
| 44 | Ionis Pharmaceuticals Inc | $735.7M | 500000 | 0.60% |
| 45 | Guidewire Software Inc | $725.2M | 5005 | 0.59% |
| 46 | Bloom Energy Corp | $724.5M | 6062 | 0.59% |
| 47 | Fastly Inc | $724.5M | 28388 | 0.59% |
| 48 | Coinbase Global Inc | $724.4M | 4505 | 0.59% |
| 49 | NOVAVAX, INC. | $724.4M | 89537 | 0.59% |
| 50 | Solaris Oilfield Infrastructure Inc | $716.3M | 600000 | 0.58% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.