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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
89BIO INC COM 282559103   98,797 6,487 SH   SOLE 0 6,487 0 0
ADOBE INC COM 00724F101   2,298,347 5,964 SH   SOLE 0 5,964 0 0
ADVANCED MICRO DEVICES INC COM 007903107   3,149,453 32,134 SH   SOLE 0 32,134 0 0
AES CORP/THE COM 00130H105   461,493 19,165 SH   SOLE 0 19,165 0 0
AGILENT TECHNOLOGIES INC COM 00846U101   835,159 6,037 SH   SOLE 0 6,037 0 0
AGILON HEALTH INC COM 00857U107   147,131 6,195 SH   SOLE 0 6,195 0 0
AIRBNB INC COM 009066101   2,754,092 22,139 SH   SOLE 0 22,139 0 0
ALIGN TECHNOLOGY INC COM 016255101   336,813 1,008 SH   SOLE 0 1,008 0 0
ALKERMES PLC COM G01767105   1,074,857 38,129 SH   SOLE 0 38,129 0 0
ALLOGENE THERAPEUTICS INC COM 019770106   260,625 52,758 SH   SOLE 0 52,758 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107   548,476 2,738 SH   SOLE 0 2,738 0 0
ALPHABET INC COM 02079K107   7,149,584 68,746 SH   SOLE 0 68,746 0 0
ALPHABET INC COM 02079K305   9,541,708 91,986 SH   SOLE 0 91,986 0 0
ALTRIA GROUP INC COM 02209S103   1,188,900 26,645 SH   SOLE 0 26,645 0 0
AMAZON.COM INC COM 023135106   3,666,898 35,501 SH   SOLE 0 35,501 0 0
AMERICAN ELECTRIC POWER CO INC COM 025537101   975,777 10,724 SH   SOLE 0 10,724 0 0
AMERICAN EXPRESS CO COM 025816109   1,384,095 8,391 SH   SOLE 0 8,391 0 0
AMGEN INC COM 031162100   2,329,261 9,635 SH   SOLE 0 9,635 0 0
ANSYS INC COM 03662Q105   343,450 1,032 SH   SOLE 0 1,032 0 0
APELLIS PHARMACEUTICALS INC COM 03753U106   288,311 4,371 SH   SOLE 0 4,371 0 0
APPLE INC COM 037833100   12,404,273 75,223 SH   SOLE 0 75,223 0 0
APPLIED MATERIALS INC COM 038222105   983,623 8,008 SH   SOLE 0 8,008 0 0
ARCH CAPITAL GROUP LTD COM G0450A105   359,982 5,304 SH   SOLE 0 5,304 0 0
ARES MANAGEMENT CORP COM 03990B101   197,669 2,369 SH   SOLE 0 2,369 0 0
ARISTA NETWORKS INC COM 040413106   427,036 2,544 SH   SOLE 0 2,544 0 0
ARROWHEAD PHARMACEUTICALS INC COM 04280A100   397,815 15,662 SH   SOLE 0 15,662 0 0
ARVINAS INC COM 04335A105   358,794 13,133 SH   SOLE 0 13,133 0 0
ASCENDIS PHARMA A/S COM 04351P101   1,308,191 12,201 SH   SOLE 0 12,201 0 0
ASGN INC COM 00191U102   130,123 1,574 SH   SOLE 0 1,574 0 0
ATLASSIAN CORP COM 049468101   3,077,465 17,979 SH   SOLE 0 17,979 0 0
ATMOS ENERGY CORP COM 049560105   321,125 2,858 SH   SOLE 0 2,858 0 0
AUTODESK INC COM 052769106   520,816 2,502 SH   SOLE 0 2,502 0 0
AUTOLUS THERAPEUTICS PLC COM 05280R100   408,754 222,149 SH   SOLE 0 222,149 0 0
AVIDITY BIOSCIENCES INC COM 05370A108   350,226 22,816 SH   SOLE 0 22,816 0 0
BALL CORP COM 058498106   2,533,076 45,964 SH   SOLE 0 45,964 0 0
BANK OF AMERICA CORP COM 060505104   3,140,251 109,799 SH   SOLE 0 109,799 0 0
BERKSHIRE HATHAWAY INC COM 084670702   6,310,332 20,437 SH   SOLE 0 20,437 0 0
BICYCLE THERAPEUTICS PLC COM 088786108   406,938 19,132 SH   SOLE 0 19,132 0 0
BIO-RAD LABORATORIES INC COM 090572207   585,841 1,223 SH   SOLE 0 1,223 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101   326,532 3,358 SH   SOLE 0 3,358 0 0
BLACKROCK INC COM 09247X101   1,530,947 2,288 SH   SOLE 0 2,288 0 0
BLOCK INC COM 852234103   1,524,991 22,214 SH   SOLE 0 22,214 0 0
BOOKING HOLDINGS INC COM 09857L108   3,450,785 1,301 SH   SOLE 0 1,301 0 0
BOSTON SCIENTIFIC CORP COM 101137107   2,514,808 50,266 SH   SOLE 0 50,266 0 0
BROWN-FORMAN CORP COM 115637100   50,848 780 SH   SOLE 0 780 0 0
BROWN-FORMAN CORP COM 115637209   314,473 4,893 SH   SOLE 0 4,893 0 0
C4 THERAPEUTICS INC COM 12529R107   167,293 53,278 SH   SOLE 0 53,278 0 0
CADENCE DESIGN SYSTEMS INC COM 127387108   3,857,462 18,361 SH   SOLE 0 18,361 0 0
CAMDEN PROPERTY TRUST COM 133131102   210,624 2,009 SH   SOLE 0 2,009 0 0
CATALENT INC COM 148806102   513,458 7,814 SH   SOLE 0 7,814 0 0
CHANGCHUN RAIWAY TRAFFIC COM 233331107   434,326 3,965 SH   SOLE 0 3,965 0 0
CHARLES SCHWAB CORP/THE COM 808513105   1,198,821 22,887 SH   SOLE 0 22,887 0 0
CHART INDUSTRIES INC COM 16115Q308   675,404 5,386 SH   SOLE 0 5,386 0 0
CHEVRON CORP COM 166764100   5,692,326 34,888 SH   SOLE 0 34,888 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   1,392,256 815 SH   SOLE 0 815 0 0
CINCINNATI FINANCIAL CORP COM 172062101   244,222 2,179 SH   SOLE 0 2,179 0 0
CLOUDFLARE INC COM 18915M107   2,145,706 34,799 SH   SOLE 0 34,799 0 0
COLGATE-PALMOLIVE CO COM 194162103   1,152,801 15,340 SH   SOLE 0 15,340 0 0
COMMERCIAL METALS CO COM 201723103   123,913 2,534 SH   SOLE 0 2,534 0 0
COMMUNICATION SERVICES SELECT COM 81369Y852   4,683,860 80,798 SH   SOLE 0 80,798 0 0
CONOCOPHILLIPS COM 20825C104   2,567,654 25,881 SH   SOLE 0 25,881 0 0
CONSOLIDATED EDISON INC COM 209115104   867,918 9,072 SH   SOLE 0 9,072 0 0
CONSTELLATION BRANDS INC COM 21036P108   528,808 2,341 SH   SOLE 0 2,341 0 0
CONSUMER DISCRETIONARY SELECT COM 81369Y407   14,102,220 94,304 SH   SOLE 0 94,304 0 0
COOPER COS INC/THE COM 216648402   502,916 1,347 SH   SOLE 0 1,347 0 0
CORTEVA INC COM 22052L104   1,046,559 17,353 SH   SOLE 0 17,353 0 0
CREDIT ACCEPTANCE CORP COM 225310101   128,632 295 SH   SOLE 0 295 0 0
CROWDSTRIKE HOLDINGS INC COM 22788C105   317,071 2,310 SH   SOLE 0 2,310 0 0
CUMMINS INC COM 231021106   799,054 3,345 SH   SOLE 0 3,345 0 0
DANAHER CORP COM 235851102   2,120,160 8,412 SH   SOLE 0 8,412 0 0
DATADOG INC COM 23804L103   580,771 7,993 SH   SOLE 0 7,993 0 0
DEERE & CO COM 244199105   2,827,815 6,849 SH   SOLE 0 6,849 0 0
DELTA AIR LINES INC COM 247361702   666,413 19,084 SH   SOLE 0 19,084 0 0
DEXCOM INC COM 252131107   1,823,561 15,696 SH   SOLE 0 15,696 0 0
DIGITAL REALTY TRUST INC COM 253868103   537,952 5,472 SH   SOLE 0 5,472 0 0
DOORDASH INC COM 25809K105   831,174 13,077 SH   SOLE 0 13,077 0 0
DOW INC COM 260557103   908,038 16,564 SH   SOLE 0 16,564 0 0
DOXIMITY INC COM 26622P107   139,525 4,309 SH   SOLE 0 4,309 0 0
DROPBOX INC COM 26210C104   129,352 5,983 SH   SOLE 0 5,983 0 0
DUPONT DE NEMOURS INC COM 26614N102   741,528 10,332 SH   SOLE 0 10,332 0 0
DYNATRACE INC COM 268150109   453,287 10,716 SH   SOLE 0 10,716 0 0
EBAY INC COM 278642103   826,702 18,632 SH   SOLE 0 18,632 0 0
EDISON INTERNATIONAL COM 281020107   554,837 7,860 SH   SOLE 0 7,860 0 0
ELECTRONIC ARTS INC COM 285512109   466,623 3,874 SH   SOLE 0 3,874 0 0
ELI LILLY & CO COM 532457108   5,691,843 16,574 SH   SOLE 0 16,574 0 0
EPAM SYSTEMS INC COM 29414B104   305,578 1,022 SH   SOLE 0 1,022 0 0
EQT CORP COM 26884L109   202,852 6,357 SH   SOLE 0 6,357 0 0
EQUINIX INC COM 29444U700   1,250,283 1,734 SH   SOLE 0 1,734 0 0
ESSEX PROPERTY TRUST INC COM 297178105   238,838 1,142 SH   SOLE 0 1,142 0 0
ETSY INC COM 29786A106   583,480 5,241 SH   SOLE 0 5,241 0 0
EXELON CORP COM 30161N101   825,065 19,696 SH   SOLE 0 19,696 0 0
EXPEDIA GROUP INC COM 30212P303   486,605 5,015 SH   SOLE 0 5,015 0 0
FACTSET RESEARCH SYSTEMS INC COM 303075105   326,261 786 SH   SOLE 0 786 0 0
FATE THERAPEUTICS INC COM 31189P102   62,677 10,996 SH   SOLE 0 10,996 0 0
FIRST AMERICAN FINANCIAL CORP COM 31847R102   130,745 2,349 SH   SOLE 0 2,349 0 0
FIRST REPUBLIC BANK/CA COM 33616C100   56,646 4,049 SH   SOLE 0 4,049 0 0
FISERV INC COM 337738108   1,869,742 16,542 SH   SOLE 0 16,542 0 0
FORD MOTOR CO COM 345370860   825,728 65,534 SH   SOLE 0 65,534 0 0
FORTINET INC COM 34959E109   1,557,158 23,430 SH   SOLE 0 23,430 0 0
FRANKLIN RESOURCES INC COM 354613101   118,536 4,400 SH   SOLE 0 4,400 0 0
FREELINE THERAPEUTICS HOLDINGS COM 35655L107   49,556 107,731 SH   SOLE 0 107,731 0 0
GE HEALTHCARE TECHNOLOGIES INC COM 36266G107   650,580 7,931 SH   SOLE 0 7,931 0 0
GENERAL MILLS INC COM 370334104   827,509 9,683 SH   SOLE 0 9,683 0 0
GITLAB INC COM 37637K108   105,065 3,064 SH   SOLE 0 3,064 0 0
GLOBANT SA COM L44385109   146,625 894 SH   SOLE 0 894 0 0
GOLDMAN SACHS GROUP INC/THE COM 38141G104   1,716,019 5,246 SH   SOLE 0 5,246 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100   156,798 1,911 SH   SOLE 0 1,911 0 0
HARTFORD FINANCIAL SERVICES GR COM 416515104   351,168 5,039 SH   SOLE 0 5,039 0 0
HESS CORP COM 42809H107   679,963 5,138 SH   SOLE 0 5,138 0 0
HEWLETT PACKARD ENTERPRISE CO COM 42824C109   244,223 15,331 SH   SOLE 0 15,331 0 0
HONEYWELL INTERNATIONAL INC COM 438516106   3,222,283 16,860 SH   SOLE 0 16,860 0 0
HP INC COM 40434L105   346,829 11,817 SH   SOLE 0 11,817 0 0
HUBSPOT INC COM 443573100   1,109,176 2,587 SH   SOLE 0 2,587 0 0
ICON PLC COM G4705A100   1,500,897 7,027 SH   SOLE 0 7,027 0 0
IDEXX LABORATORIES INC COM 45168D104   524,584 1,049 SH   SOLE 0 1,049 0 0
ILLUMINA INC COM 452327109   626,490 2,694 SH   SOLE 0 2,694 0 0
INCYTE CORP COM 45337C102   245,790 3,401 SH   SOLE 0 3,401 0 0
INSPIRE MEDICAL SYSTEMS INC COM 457730109   307,334 1,313 SH   SOLE 0 1,313 0 0
INSULET CORP COM 45784P101   724,677 2,272 SH   SOLE 0 2,272 0 0
INTEL CORP COM 458140100   1,788,160 54,734 SH   SOLE 0 54,734 0 0
INTELLIA THERAPEUTICS INC COM 45826J105   507,021 13,604 SH   SOLE 0 13,604 0 0
INTUIT INC COM 461202103   1,656,258 3,715 SH   SOLE 0 3,715 0 0
INTUITIVE SURGICAL INC COM 46120E602   1,728,255 6,765 SH   SOLE 0 6,765 0 0
INVITAE CORP COM 46185L103   221,999 164,444 SH   SOLE 0 164,444 0 0
IOVANCE BIOTHERAPEUTICS INC COM 462260100   312,643 51,169 SH   SOLE 0 51,169 0 0
IQVIA HOLDINGS INC COM 46266C105   629,288 3,164 SH   SOLE 0 3,164 0 0
JACOBS SOLUTIONS INC COM 46982L108   358,876 3,054 SH   SOLE 0 3,054 0 0
JOHNSON & JOHNSON COM 478160104   7,241,600 46,720 SH   SOLE 0 46,720 0 0
KARUNA THERAPEUTICS INC COM 48576A100   31,424 173 SH   SOLE 0 173 0 0
KIMBERLY-CLARK CORP COM 494368103   721,969 5,379 SH   SOLE 0 5,379 0 0
KKR & CO INC COM 48251W104   696,573 13,263 SH   SOLE 0 13,263 0 0
KRYSTAL BIOTECH INC COM 501147102   511,023 6,383 SH   SOLE 0 6,383 0 0
KYMERA THERAPEUTICS INC COM 501575104   335,352 11,318 SH   SOLE 0 11,318 0 0
LAM RESEARCH CORP COM 512807108   4,293,972 8,100 SH   SOLE 0 8,100 0 0
LANTHEUS HOLDINGS INC COM 516544103   662,461 8,024 SH   SOLE 0 8,024 0 0
LOCKHEED MARTIN CORP COM 539830109   2,906,817 6,149 SH   SOLE 0 6,149 0 0
LULULEMON ATHLETICA INC COM 550021109   1,590,418 4,367 SH   SOLE 0 4,367 0 0
MAGENTA THERAPEUTICS INC COM 55910K108   120,904 152,138 SH   SOLE 0 152,138 0 0
MARRIOTT INTERNATIONAL INC/MD COM 571903202   1,548,157 9,324 SH   SOLE 0 9,324 0 0
MARVELL TECHNOLOGY INC COM 573874104   422,565 9,759 SH   SOLE 0 9,759 0 0
MASTERCARD INC COM 57636Q104   7,650,507 21,052 SH   SOLE 0 21,052 0 0
MATCH GROUP INC COM 57667L107   159,011 4,142 SH   SOLE 0 4,142 0 0
MERCADOLIBRE INC COM 58733R102   4,278,423 3,246 SH   SOLE 0 3,246 0 0
MERCK & CO INC COM 58933Y105   4,552,534 42,791 SH   SOLE 0 42,791 0 0
META PLATFORMS INC COM 30303M102   5,686,350 26,830 SH   SOLE 0 26,830 0 0
MICROCHIP TECHNOLOGY INC COM 595017104   3,075,899 36,714 SH   SOLE 0 36,714 0 0
MICROSOFT CORP COM 594918104   16,485,859 57,183 SH   SOLE 0 57,183 0 0
MONDAY.COM LTD COM M7S64H106   125,049 876 SH   SOLE 0 876 0 0
MONDELEZ INTERNATIONAL INC COM 609207105   1,492,287 21,404 SH   SOLE 0 21,404 0 0
MONGODB INC COM 60937P106   1,075,849 4,615 SH   SOLE 0 4,615 0 0
MORGAN STANLEY COM 617446448   1,770,224 20,162 SH   SOLE 0 20,162 0 0
MORNINGSTAR INC COM 617700109   123,239 607 SH   SOLE 0 607 0 0
MSCI INC COM 55354G100   649,240 1,160 SH   SOLE 0 1,160 0 0
NASDAQ INC COM 631103108   298,444 5,459 SH   SOLE 0 5,459 0 0
NETFLIX INC COM 64110L106   1,968,200 5,697 SH   SOLE 0 5,697 0 0
NEWMONT CORP COM 651639106   1,029,567 21,003 SH   SOLE 0 21,003 0 0
NEXTERA ENERGY INC COM 65339F101   2,413,683 31,314 SH   SOLE 0 31,314 0 0
NIKE INC COM 654106103   2,401,414 19,581 SH   SOLE 0 19,581 0 0
NORTHROP GRUMMAN CORP COM 666807102   1,493,664 3,235 SH   SOLE 0 3,235 0 0
NUCOR CORP COM 670346105   932,226 6,035 SH   SOLE 0 6,035 0 0
NVIDIA CORP COM 67066G104   8,453,097 30,432 SH   SOLE 0 30,432 0 0
OKTA INC COM 679295105   2,559,172 29,675 SH   SOLE 0 29,675 0 0
OMNICOM GROUP INC COM 681919106   428,304 4,540 SH   SOLE 0 4,540 0 0
ONEOK INC COM 682680103   491,228 7,731 SH   SOLE 0 7,731 0 0
PALANTIR TECHNOLOGIES INC COM 69608A108   138,250 16,361 SH   SOLE 0 16,361 0 0
PALO ALTO NETWORKS INC COM 697435105   1,386,995 6,944 SH   SOLE 0 6,944 0 0
PELOTON INTERACTIVE INC COM 70614W100   401,878 35,439 SH   SOLE 0 35,439 0 0
PFIZER INC COM 717081103   3,984,528 97,660 SH   SOLE 0 97,660 0 0
PG&E CORP COM 69331C108   529,099 32,721 SH   SOLE 0 32,721 0 0
PHILIP MORRIS INTERNATIONAL IN COM 718172109   2,432,903 25,017 SH   SOLE 0 25,017 0 0
PINNACLE FINANCIAL PARTNERS IN COM 72346Q104   99,398 1,802 SH   SOLE 0 1,802 0 0
PINTEREST INC COM 72352L106   202,016 7,408 SH   SOLE 0 7,408 0 0
PIONEER NATURAL RESOURCES CO COM 723787107   968,302 4,741 SH   SOLE 0 4,741 0 0
PPL CORP COM 69351T106   557,940 20,077 SH   SOLE 0 20,077 0 0
PRECISION BIOSCIENCES INC COM 74019P108   76,233 101,159 SH   SOLE 0 101,159 0 0
PRINCIPAL FINANCIAL GROUP INC COM 74251V102   291,557 3,923 SH   SOLE 0 3,923 0 0
PROCORE TECHNOLOGIES INC COM 74275K108   881,267 14,071 SH   SOLE 0 14,071 0 0
PROCTER & GAMBLE CO/THE COM 742718109   5,850,952 39,350 SH   SOLE 0 39,350 0 0
PROGRESSIVE CORP/THE COM 743315103   2,622,576 18,332 SH   SOLE 0 18,332 0 0
PROLOGIS INC COM 74340W103   2,320,597 18,599 SH   SOLE 0 18,599 0 0
PROMETHEUS BIOSCIENCES INC COM 74349U108   225,265 2,099 SH   SOLE 0 2,099 0 0
PUBLIC STORAGE COM 74460D109   873,185 2,890 SH   SOLE 0 2,890 0 0
QUANTA SERVICES INC COM 74762E102   557,244 3,344 SH   SOLE 0 3,344 0 0
REGENERON PHARMACEUTICALS INC COM 75886F107   1,483,114 1,805 SH   SOLE 0 1,805 0 0
REGENXBIO INC COM 75901B107   459,059 24,276 SH   SOLE 0 24,276 0 0
REPARE THERAPEUTICS INC COM 760273102   330,762 33,614 SH   SOLE 0 33,614 0 0
REPLIMUNE GROUP INC COM 76029N106   413,809 23,432 SH   SOLE 0 23,432 0 0
RESMED INC COM 761152107   579,010 2,644 SH   SOLE 0 2,644 0 0
RLI CORP COM 749607107   146,334 1,101 SH   SOLE 0 1,101 0 0
ROBLOX CORP COM 771049103   337,170 7,496 SH   SOLE 0 7,496 0 0
ROCKET PHARMACEUTICALS INC COM 77313F106   912,566 53,273 SH   SOLE 0 53,273 0 0
ROKU INC COM 77543R102   167,117 2,539 SH   SOLE 0 2,539 0 0
S&P GLOBAL INC COM 78409V104   1,986,910 5,763 SH   SOLE 0 5,763 0 0
SALESFORCE INC COM 79466L302   4,116,467 20,605 SH   SOLE 0 20,605 0 0
SAMSARA INC COM 79589L106   1,684,009 85,396 SH   SOLE 0 85,396 0 0
SAREPTA THERAPEUTICS INC COM 803607100   566,895 4,113 SH   SOLE 0 4,113 0 0
SBA COMMUNICATIONS CORP COM 78410G104   670,689 2,569 SH   SOLE 0 2,569 0 0
SCHLUMBERGER NV COM 806857108   1,714,032 34,909 SH   SOLE 0 34,909 0 0
SEA LTD COM 81141R100   1,281,892 14,811 SH   SOLE 0 14,811 0 0
SENTINELONE INC COM 81730H109   141,089 8,624 SH   SOLE 0 8,624 0 0
SERVICENOW INC COM 81762P102   5,277,360 11,356 SH   SOLE 0 11,356 0 0
SHAANXI PROVINCE GOVT COM 459200101   1,441,203 10,994 SH   SOLE 0 10,994 0 0
SHOPIFY INC COM 82509L107   1,181,002 24,635 SH   SOLE 0 24,635 0 0
SILICON LABORATORIES INC COM 826919102   130,617 746 SH   SOLE 0 746 0 0
SMARTSHEET INC COM 83200N103   933,343 19,526 SH   SOLE 0 19,526 0 0
SNAP INC COM 83304A106   148,432 13,241 SH   SOLE 0 13,241 0 0
SNOWFLAKE INC COM 833445109   2,299,230 14,902 SH   SOLE 0 14,902 0 0
SOUTHERN CO/THE COM 842587107   1,505,711 21,640 SH   SOLE 0 21,640 0 0
SOUTHWEST AIRLINES CO COM 844741108   465,940 14,319 SH   SOLE 0 14,319 0 0
SPIRIT REALTY CAPITAL INC COM 84860W300   131,791 3,308 SH   SOLE 0 3,308 0 0
SPLUNK INC COM 848637104   410,654 4,283 SH   SOLE 0 4,283 0 0
SPOTIFY TECHNOLOGY SA COM L8681T102   322,960 2,417 SH   SOLE 0 2,417 0 0
STEEL DYNAMICS INC COM 858119100   128,662 1,138 SH   SOLE 0 1,138 0 0
SYNCHRONY FINANCIAL COM 87165B103   336,456 11,570 SH   SOLE 0 11,570 0 0
SYNLOGIC INC COM 87166L100   166,864 264,026 SH   SOLE 0 264,026 0 0
SYNOPSYS INC COM 871607107   677,096 1,753 SH   SOLE 0 1,753 0 0
T-MOBILE US INC COM 872590104   2,465,032 17,019 SH   SOLE 0 17,019 0 0
TCR2 THERAPEUTICS INC COM 87808K106   101,463 67,642 SH   SOLE 0 67,642 0 0
TERADYNE INC COM 880770102   336,936 3,134 SH   SOLE 0 3,134 0 0
TESLA INC COM 88160R101   982,738 4,737 SH   SOLE 0 4,737 0 0
TEXAS INSTRUMENTS INC COM 882508104   2,646,550 14,228 SH   SOLE 0 14,228 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   563,113 977 SH   SOLE 0 977 0 0
THOUGHTWORKS HOLDING INC COM 88546E105   101,789 13,830 SH   SOLE 0 13,830 0 0
TOAST INC COM 888787108   640,953 36,110 SH   SOLE 0 36,110 0 0
TPG INC COM 872657101   128,817 4,392 SH   SOLE 0 4,392 0 0
TRADE DESK INC/THE COM 88339J105   434,471 7,133 SH   SOLE 0 7,133 0 0
TRADEWEB MARKETS INC COM 892672106   283,208 3,584 SH   SOLE 0 3,584 0 0
TRANSUNION COM 89400J107   318,467 5,125 SH   SOLE 0 5,125 0 0
TRAVELERS COS INC/THE COM 89417E109   657,357 3,835 SH   SOLE 0 3,835 0 0
TRIMBLE INC COM 896239100   164,651 3,141 SH   SOLE 0 3,141 0 0
TWILIO INC COM 90138F102   286,242 4,296 SH   SOLE 0 4,296 0 0
UNIQURE NV COM N90064101   395,731 19,649 SH   SOLE 0 19,649 0 0
UNITED AIRLINES HOLDINGS INC COM 910047109   342,185 7,733 SH   SOLE 0 7,733 0 0
UNITED PARCEL SERVICE INC COM 911312106   3,388,229 17,466 SH   SOLE 0 17,466 0 0
UNITEDHEALTH GROUP INC COM 91324P102   569,471 1,205 SH   SOLE 0 1,205 0 0
UNITY SOFTWARE INC COM 91332U101   69,616 2,146 SH   SOLE 0 2,146 0 0
VEEVA SYSTEMS INC COM 922475108   310,054 1,687 SH   SOLE 0 1,687 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   1,515,487 4,810 SH   SOLE 0 4,810 0 0
VF CORP COM 918204108   139,820 6,103 SH   SOLE 0 6,103 0 0
VMWARE INC COM 928563402   513,883 4,116 SH   SOLE 0 4,116 0 0
WOLFSPEED INC COM 977852102   1,086,614 16,730 SH   SOLE 0 16,730 0 0
WORKDAY INC COM 98138H101   4,879,301 23,624 SH   SOLE 0 23,624 0 0
ZIFF DAVIS INC COM 48123V102   127,300 1,631 SH   SOLE 0 1,631 0 0
ZOOM VIDEO COMMUNICATIONS INC COM 98980L101   188,366 2,551 SH   SOLE 0 2,551 0 0
ZOOMINFO TECHNOLOGIES INC COM 98980F104   221,080 8,947 SH   SOLE 0 8,947 0 0
ZSCALER INC COM 98980G102   230,506 1,973 SH   SOLE 0 1,973 0 0