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	Changes: All | New | Increased | Decreased | Sold Out	Portfolio as of: Most recent 09/30/2021 06/30/2021 03/31/2021 12/31/2020 09/30/2020 06/30/2020 03/31/2020 12/31/2019 09/30/2019 06/30/2019 03/31/2019 12/31/2018 09/30/2018 06/30/2018 03/31/2018 12/31/2017 09/30/2017 06/30/2017 03/31/2017 12/31/2016 09/30/2016 06/30/2016 03/31/2016 12/31/2015 09/30/2015 06/30/2015 03/31/2015 12/31/2014 09/30/2014 06/30/2014 03/31/2014 12/31/2013 09/30/2013 06/30/2013 03/31/2013 12/31/2012 09/30/2012 06/30/2012 03/31/2012 12/31/2011 09/30/2011 06/30/2011 03/31/2011 12/31/2010 09/30/2010 06/30/2010 03/31/2010 12/31/2009 09/30/2009 06/30/2009 03/31/2009 12/31/2008 09/30/2008 06/30/2008 03/31/2008 12/31/2007 09/30/2007 06/30/2007 03/31/2007 12/31/2006 09/30/2006 06/30/2006 03/31/2006 12/31/2005 09/30/2005 06/30/2005 03/31/2005 12/31/2004 09/30/2004 06/30/2004 03/31/2004 12/31/2003 09/30/2003 06/30/2003 03/31/2003 12/31/2002 09/30/2002 06/30/2002 03/31/2002 12/31/2001 09/30/2001 06/30/2001 03/31/2001 12/31/2000 09/30/2000 06/30/2000 03/31/2000 12/31/1999 09/30/1999 06/30/1999
	Name Ticker Class Shares Change Value Change Date Upstart Holdings, Inc. UPST Common 12,400,000 -981,222 3,923,856,000 2,252,541,000 09/30/2021 SentinelOne, Inc. S Common 26,712,482 1,350,000 1,396,008,000 318,103,000 09/30/2021 DANAHER CORP /DE/ DHR Common 2,865,000 0 872,221,000 103,370,000 09/30/2021 PG&E Corp PCG Common 81,935,257 0 786,578,000 -46,704,000 09/30/2021 Walt Disney Co DIS Common 4,150,000 0 702,056,000 -27,390,000 09/30/2021 AMAZON COM INC AMZN Common 185,000 40,000 607,732,000 108,909,000 09/30/2021 INTUIT INC INTU Common 1,100,000 0 593,461,000 54,274,000 09/30/2021 Alphabet Inc. GOOGL COM 212,000 12,000 566,786,000 78,428,000 09/30/2021 COSTAR GROUP, INC. CSGP Common 5,687,819 16,819 489,494,000 19,822,000 09/30/2021 INTEL CORP INTC Common 9,000,000 -5,000,000 479,520,000 -306,440,000 09/30/2021 MICROSOFT CORP MSFT Common 1,600,000 0 451,072,000 17,632,000 09/30/2021 Burlington Stores, Inc. BURL COM 1,580,000 100,000 448,041,000 -28,504,000 09/30/2021 Avantor, Inc. AVTR Common 10,800,000 300,000 441,720,000 68,865,000 09/30/2021 S&P Global Inc. SPGI COM 1,000,000 0 424,890,000 14,440,000 09/30/2021 Endeavor Group Holdings, Inc. EDR Common 12,500,000 0 358,375,000 12,000,000 09/30/2021 DELL INC DELL Common 3,360,000 214,679 349,574,000 36,080,000 09/30/2021 Meta Platforms, Inc. FB Common 1,000,000 0 339,390,000 -8,320,000 09/30/2021 VISA INC. V CL A 1,400,000 -100,000 311,850,000 -38,880,000 09/30/2021 Paysafe Ltd PSFE Common 39,474,064 -2,025,936 305,924,000 -196,641,000 09/30/2021 ESTEE LAUDER COMPANIES INC EL Common 1,000,000 -95,000 299,930,000 -48,368,000 09/30/2021 IQVIA HOLDINGS INC. IQV COM 1,250,000 0 299,425,000 -3,475,000 09/30/2021 TransDigm Group INC TDG Common 450,000 0 281,056,000 -10,224,000 09/30/2021 UNITEDHEALTH GROUP INC UNH Common 680,000 80,000 265,703,000 25,439,000 09/30/2021 DuPont de Nemours, Inc. DD Common Stock 2,975,000 0 202,270,000 -28,025,000 09/30/2021 RH RH Common Stock 300,000 12,459 200,073,000 4,833,000 09/30/2021 Alight, Inc. / Delaware ALIT Common 17,000,000 17,000,000 195,160,000 195,160,000 09/30/2021 Aptiv PLC APTV SHS 1,300,000 0 193,661,000 -10,868,000 09/30/2021 Catalent, Inc. CTLT COM 1,375,000 150,000 182,971,000 50,524,000 09/30/2021 TE Connectivity Ltd. TEL COM 1,310,000 -200,000 179,758,000 -24,409,000 09/30/2021 Activision Blizzard, Inc. ATVI STOCK 2,000,000 2,000,000 154,780,000 154,780,000 09/30/2021 SUNCOR ENERGY INC SU COM 7,000,000 0 145,220,000 -22,317,000 09/30/2021 Cano Health, Inc. CANO Common 11,084,192 0 140,548,000 6,429,000 09/30/2021 ZIMMER BIOMET HOLDINGS, INC. ZBH Common 900,000 100,000 131,724,000 3,068,000 09/30/2021 Black Knight, Inc. BKI COM 1,800,000 0 129,600,000 -10,764,000 09/30/2021 Leslie's, Inc. LESL COM 6,150,000 0 126,321,000 -42,743,000 09/30/2021 << Prev     Next >>

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