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
3M CO COM 88579Y101   1,218 11,484 SH   SOLE   8,100 0 3,385
ABBOTT LABS COM 002824100   352 3,094 SH   SOLE   1,796 0 1,298
ABBVIE INC COM 00287Y109   4,392 24,120 SH   SOLE   17,905 0 6,215
ABERCROMBIE & FITCH CO CL A 002896207   265 2,116 SH   SOLE   2,116 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   1,681 4,851 SH   SOLE   3,304 0 1,548
ADOBE INC COM 00724F101   358 709 SH   SOLE   360 0 349
ADVANCED MICRO DEVICES INC COM 007903107   462 2,558 SH   SOLE   1,376 0 1,182
AFFILIATED MANAGERS GROUP IN COM 008252108   667 3,983 SH   SOLE   3,983 0 0
ALKERMES PLC SHS G01767105   543 20,068 SH   SOLE   20,068 0 0
ALLETE INC COM NEW 018522300   930 15,586 SH   SOLE   10,970 0 4,616
ALPHA METALLURGICAL RESOUR I COM 020764106   362 1,092 SH   SOLE   1,092 0 0
ALPHABET INC CAP STK CL A 02079K305   3,561 23,593 SH   SOLE   19,240 0 4,353
ALPHABET INC CAP STK CL C 02079K107   3,414 22,422 SH   SOLE   18,750 0 3,672
ALTRIA GROUP INC COM 02209S103   2,593 59,447 SH   SOLE   44,173 0 15,273
AMAZON COM INC COM 023135106   5,326 29,524 SH   SOLE   23,048 0 6,476
AMERICAN EAGLE OUTFITTERS IN COM 02553E106   425 16,496 SH   SOLE   16,496 0 0
AMERICAN EXPRESS CO COM 025816109   298 1,309 SH   SOLE   894 0 414
AMERICAN INTL GROUP INC COM NEW 026874784   206 2,637 SH   SOLE   1,937 0 700
AMERIPRISE FINL INC COM 03076C106   638 1,455 SH   SOLE   1,310 0 145
AMGEN INC COM 031162100   3,434 12,079 SH   SOLE   9,013 0 3,067
APPLE INC COM 037833100   4,898 28,565 SH   SOLE   18,018 0 10,546
APPLIED MATLS INC COM 038222105   1,811 8,780 SH   SOLE   8,054 0 726
APPLOVIN CORP COM CL A 03831W108   1,582 22,849 SH   SOLE   22,849 0 0
ARISTA NETWORKS INC COM 040413106   1,392 4,802 SH   SOLE   4,480 0 322
ASSURED GUARANTY LTD COM G0585R106   431 4,935 SH   SOLE   4,935 0 0
AT&T INC COM 00206R102   2,717 154,393 SH   SOLE   122,766 0 31,626
ATMUS FILTRATION TECHNOLOGIE COM 04956D107   205 6,366 SH   SOLE   6,366 0 0
AUTOZONE INC COM 053332102   205 65 SH   SOLE   42 0 23
BANK AMERICA CORP COM 060505104   2,511 66,207 SH   SOLE   49,733 0 16,474
BANK NEW YORK MELLON CORP COM 064058100   2,076 36,034 SH   SOLE   25,406 0 10,628
BANK OZK LITTLE ROCK ARK COM 06417N103   254 5,582 SH   SOLE   5,582 0 0
BELLRING BRANDS INC COMMON STOCK 07831C103   543 9,203 SH   SOLE   9,203 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   1,412 3,357 SH   SOLE   2,045 0 1,312
BLACK HILLS CORP COM 092113109   891 16,313 SH   SOLE   11,444 0 4,869
BLOCK H & R INC COM 093671105   1,450 29,528 SH   SOLE   22,659 0 6,870
BOISE CASCADE CO DEL COM 09739D100   471 3,073 SH   SOLE   3,073 0 0
BOOKING HOLDINGS INC COM 09857L108   522 144 SH   SOLE   116 0 28
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106   208 1,398 SH   SOLE   1,398 0 0
BRINKS CO COM 109696104   260 2,812 SH   SOLE   2,812 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   901 16,614 SH   SOLE   15,142 0 1,473
BROADCOM INC COM 11135F101   5,111 3,856 SH   SOLE   2,723 0 1,134
BUILDERS FIRSTSOURCE INC COM 12008R107   321 1,537 SH   SOLE   1,537 0 0
BUNGE GLOBAL SA COM SHS H11356104   515 5,019 SH   SOLE   5,019 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   867 2,786 SH   SOLE   2,504 0 282
CAPITAL ONE FINL CORP COM 14040H105   1,683 11,302 SH   SOLE   7,996 0 3,307
CARDINAL HEALTH INC COM 14149Y108   3,428 30,637 SH   SOLE   23,595 0 7,042
CATERPILLAR INC COM 149123101   2,615 7,136 SH   SOLE   5,253 0 1,882
CENCORA INC COM 03073E105   1,078 4,435 SH   SOLE   4,279 0 156
CENTENE CORP DEL COM 15135B101   732 9,324 SH   SOLE   8,716 0 608
CHEVRON CORP NEW COM 166764100   2,209 14,006 SH   SOLE   9,771 0 4,235
CHUBB LIMITED COM H1467J104   272 1,051 SH   SOLE   731 0 320
CISCO SYS INC COM 17275R102   2,309 46,267 SH   SOLE   32,016 0 14,251
CITIGROUP INC COM NEW 172967424   1,635 25,855 SH   SOLE   18,840 0 7,015
CLEVELAND-CLIFFS INC NEW COM 185899101   249 10,960 SH   SOLE   10,960 0 0
CME GROUP INC COM 12572Q105   1,139 5,290 SH   SOLE   3,649 0 1,641
CNA FINL CORP COM 126117100   272 5,994 SH   SOLE   5,994 0 0
COCA COLA CO COM 191216100   1,545 25,246 SH   SOLE   17,163 0 8,083
COCA COLA CONS INC COM 191098102   482 570 SH   SOLE   570 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   739 2,789 SH   SOLE   2,789 0 0
COMCAST CORP NEW CL A 20030N101   1,377 31,773 SH   SOLE   22,283 0 9,490
COMMERCIAL METALS CO COM 201723103   241 4,109 SH   SOLE   4,109 0 0
CONOCOPHILLIPS COM 20825C104   394 3,093 SH   SOLE   1,994 0 1,100
CORE & MAIN INC CL A 21874C102   524 9,150 SH   SOLE   9,150 0 0
COSTCO WHSL CORP NEW COM 22160K105   869 1,187 SH   SOLE   872 0 314
CROWDSTRIKE HLDGS INC CL A 22788C105   988 3,082 SH   SOLE   3,082 0 0
CVR ENERGY INC COM 12662P108   1,007 28,243 SH   SOLE   21,704 0 6,539
CVS HEALTH CORP COM 126650100   507 6,363 SH   SOLE   5,499 0 864
D R HORTON INC COM 23331A109   236 1,437 SH   SOLE   912 0 525
DANAHER CORPORATION COM 235851102   273 1,092 SH   SOLE   646 0 446
DAVITA INC COM 23918K108   379 2,747 SH   SOLE   2,747 0 0
DEERE & CO COM 244199105   242 589 SH   SOLE   361 0 227
DISNEY WALT CO COM 254687106   392 3,206 SH   SOLE   1,959 0 1,247
DOCUSIGN INC COM 256163106   428 7,187 SH   SOLE   7,187 0 0
DOMINOS PIZZA INC COM 25754A201   377 759 SH   SOLE   759 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   344 7,579 SH   SOLE   7,579 0 0
DUOLINGO INC CL A COM 26603R106   352 1,596 SH   SOLE   1,596 0 0
EAGLE MATLS INC COM 26969P108   446 1,640 SH   SOLE   1,640 0 0
EATON CORP PLC SHS G29183103   302 967 SH   SOLE   599 0 368
EBAY INC. COM 278642103   752 14,255 SH   SOLE   14,255 0 0
EDISON INTL COM 281020107   1,190 16,822 SH   SOLE   11,809 0 5,013
ELEVANCE HEALTH INC COM 036752103   367 708 SH   SOLE   537 0 171
ELI LILLY & CO COM 532457108   1,677 2,156 SH   SOLE   1,576 0 580
EMCOR GROUP INC COM 29084Q100   622 1,776 SH   SOLE   1,776 0 0
EQUITRANS MIDSTREAM CORP COM 294600101   476 38,147 SH   SOLE   38,147 0 0
EVERGY INC COM 30034W106   374 6,999 SH   SOLE   6,999 0 0
EXELON CORP COM 30161N101   476 12,669 SH   SOLE   11,009 0 1,660
EXXON MOBIL CORP COM 30231G102   3,854 33,154 SH   SOLE   23,212 0 9,942
FASTENAL CO COM 311900104   1,706 22,120 SH   SOLE   16,739 0 5,380
FEDEX CORP COM 31428X106   1,808 6,238 SH   SOLE   4,705 0 1,534
FIFTH THIRD BANCORP COM 316773100   1,640 44,069 SH   SOLE   31,124 0 12,944
FORD MTR CO DEL COM 345370860   545 41,056 SH   SOLE   37,768 0 3,289
FRONTDOOR INC COM 35905A109   395 12,136 SH   SOLE   12,136 0 0
GAMING & LEISURE PPTYS INC COM 36467J108   1,219 26,450 SH   SOLE   20,468 0 5,982
GARMIN LTD SHS H2906T109   1,526 10,254 SH   SOLE   7,600 0 2,653
GENERAL ELECTRIC CO COM NEW 369604301   442 2,518 SH   SOLE   1,770 0 748
GENERAL MTRS CO COM 37045V100   276 6,090 SH   SOLE   4,622 0 1,469
GILEAD SCIENCES INC COM 375558103   3,741 51,078 SH   SOLE   38,383 0 12,696
GMS INC COM 36251C103   658 6,761 SH   SOLE   6,761 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   375 897 SH   SOLE   662 0 235
GRAINGER W W INC COM 384802104   488 480 SH   SOLE   426 0 54
GRAND CANYON ED INC COM 38526M106   285 2,096 SH   SOLE   2,096 0 0
GRIFFON CORP COM 398433102   506 6,898 SH   SOLE   6,898 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104   340 3,299 SH   SOLE   3,299 0 0
HCA HEALTHCARE INC COM 40412C101   306 918 SH   SOLE   671 0 247
HOME DEPOT INC COM 437076102   3,701 9,648 SH   SOLE   7,296 0 2,352
HONEYWELL INTL INC COM 438516106   266 1,294 SH   SOLE   782 0 512
IDEXX LABS INC COM 45168D104   301 558 SH   SOLE   509 0 49
IES HLDGS INC COM 44951W106   403 3,309 SH   SOLE   3,309 0 0
INNOVATIVE INDL PPTYS INC COM 45781V101   1,535 14,822 SH   SOLE   11,868 0 2,954
INSTALLED BLDG PRODS INC COM 45780R101   263 1,017 SH   SOLE   1,017 0 0
INTEL CORP COM 458140100   404 9,157 SH   SOLE   6,232 0 2,925
INTERNATIONAL BUSINESS MACHS COM 459200101   5,303 27,768 SH   SOLE   21,328 0 6,440
INTUIT COM 461202103   280 430 SH   SOLE   230 0 200
ITRON INC COM 465741106   392 4,232 SH   SOLE   4,232 0 0
JACOBS SOLUTIONS INC COM 46982L108   306 1,992 SH   SOLE   1,964 0 28
JOHNSON & JOHNSON COM 478160104   1,414 8,940 SH   SOLE   7,084 0 1,856
JPMORGAN CHASE & CO COM 46625H100   4,711 23,521 SH   SOLE   17,693 0 5,828
KIMBERLY-CLARK CORP COM 494368103   1,725 13,336 SH   SOLE   9,208 0 4,127
KLA CORP COM NEW 482480100   209 299 SH   SOLE   165 0 134
KNIFE RIVER CORP COMMON STOCK 498894104   336 4,147 SH   SOLE   4,147 0 0
KROGER CO COM 501044101   228 3,993 SH   SOLE   3,144 0 849
LAM RESEARCH CORP COM 512807108   294 302 SH   SOLE   181 0 121
LANDSTAR SYS INC COM 515098101   346 1,796 SH   SOLE   1,796 0 0
LENNAR CORP CL A 526057104   1,115 6,483 SH   SOLE   4,764 0 1,719
LINDE PLC SHS G54950103   316 680 SH   SOLE   305 0 376
LOCKHEED MARTIN CORP COM 539830109   1,649 3,625 SH   SOLE   2,451 0 1,174
LOWES COS INC COM 548661107   438 1,720 SH   SOLE   1,174 0 546
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100   1,422 13,899 SH   SOLE   9,912 0 3,987
MARATHON DIGITAL HOLDINGS IN COM 565788106   927 41,050 SH   SOLE   41,050 0 0
MARATHON PETE CORP COM 56585A102   1,070 5,312 SH   SOLE   4,826 0 486
MASTERCARD INCORPORATED CL A 57636Q104   664 1,379 SH   SOLE   725 0 654
MCDONALDS CORP COM 580135101   350 1,243 SH   SOLE   703 0 540
MCKESSON CORP COM 58155Q103   932 1,736 SH   SOLE   1,562 0 174
MEDTRONIC PLC SHS G5960L103   211 2,418 SH   SOLE   1,464 0 954
MERCK & CO INC COM 58933Y105   3,032 22,977 SH   SOLE   17,675 0 5,303
META PLATFORMS INC CL A 30303M102   3,505 7,218 SH   SOLE   5,639 0 1,579
METLIFE INC COM 59156R108   1,455 19,638 SH   SOLE   14,822 0 4,816
MGIC INVT CORP WIS COM 552848103   643 28,756 SH   SOLE   28,756 0 0
MICRON TECHNOLOGY INC COM 595112103   1,534 13,012 SH   SOLE   12,260 0 752
MICROSOFT CORP COM 594918104   8,359 19,868 SH   SOLE   13,300 0 6,569
MODINE MFG CO COM 607828100   357 3,753 SH   SOLE   3,753 0 0
MOLINA HEALTHCARE INC COM 60855R100   547 1,332 SH   SOLE   1,332 0 0
MOLSON COORS BEVERAGE CO CL B 60871R209   458 6,813 SH   SOLE   6,813 0 0
MORGAN STANLEY COM NEW 617446448   1,524 16,190 SH   SOLE   11,427 0 4,763
MSA SAFETY INC COM 553498106   390 2,013 SH   SOLE   2,013 0 0
MUELLER INDS INC COM 624756102   390 7,240 SH   SOLE   7,240 0 0
MURPHY USA INC COM 626755102   719 1,716 SH   SOLE   1,716 0 0
NETAPP INC COM 64110D104   3,443 32,804 SH   SOLE   26,538 0 6,266
NETFLIX INC COM 64110L106   1,216 2,003 SH   SOLE   1,697 0 306
NEWMARKET CORP COM 651587107   1,398 2,202 SH   SOLE   1,675 0 527
NIKE INC CL B 654106103   211 2,243 SH   SOLE   1,342 0 901
NISOURCE INC COM 65473P105   1,364 49,329 SH   SOLE   34,963 0 14,367
NU HLDGS LTD ORD SHS CL A G6683N103   382 32,049 SH   SOLE   32,049 0 0
NUTANIX INC CL A 67059N108   1,238 20,059 SH   SOLE   20,059 0 0
NVIDIA CORPORATION COM 67066G104   5,914 6,545 SH   SOLE   4,774 0 1,771
ORACLE CORP COM 68389X105   438 3,486 SH   SOLE   2,237 0 1,249
OREILLY AUTOMOTIVE INC COM 67103H107   209 185 SH   SOLE   118 0 67
ORGANON & CO COMMON STOCK 68622V106   641 34,074 SH   SOLE   34,074 0 0
OSCAR HEALTH INC CL A 687793109   198 13,282 SH   SOLE   13,282 0 0
OWENS & MINOR INC NEW COM 690732102   618 22,290 SH   SOLE   22,290 0 0
OWENS CORNING NEW COM 690742101   458 2,748 SH   SOLE   2,748 0 0
PACCAR INC COM 693718108   410 3,313 SH   SOLE   2,682 0 631
PAGSEGURO DIGITAL LTD COM CL A G68707101   689 48,240 SH   SOLE   48,240 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   922 40,081 SH   SOLE   40,081 0 0
PAR PAC HOLDINGS INC COM NEW 69888T207   579 15,627 SH   SOLE   15,627 0 0
PARKER-HANNIFIN CORP COM 701094104   235 422 SH   SOLE   254 0 168
PARSONS CORP DEL COM 70202L102   315 3,802 SH   SOLE   3,802 0 0
PAYPAL HLDGS INC COM 70450Y103   1,066 15,908 SH   SOLE   15,206 0 702
PBF ENERGY INC CL A 69318G106   737 12,805 SH   SOLE   12,805 0 0
PEPSICO INC COM 713448108   498 2,844 SH   SOLE   1,851 0 993
PFIZER INC COM 717081103   352 12,683 SH   SOLE   10,360 0 2,323
PHILIP MORRIS INTL INC COM 718172109   823 8,981 SH   SOLE   6,098 0 2,883
PHILLIPS 66 COM 718546104   3,550 21,731 SH   SOLE   16,354 0 5,377
PILGRIMS PRIDE CORP COM 72147K108   491 14,305 SH   SOLE   14,305 0 0
PNC FINL SVCS GROUP INC COM 693475105   1,376 8,518 SH   SOLE   6,689 0 1,829
PROCTER AND GAMBLE CO COM 742718109   1,220 7,517 SH   SOLE   5,752 0 1,765
PROGRESSIVE CORP COM 743315103   698 3,374 SH   SOLE   2,766 0 608
PRUDENTIAL FINL INC COM 744320102   1,032 8,790 SH   SOLE   6,524 0 2,266
PUBLIC STORAGE COM 74460D109   1,005 3,465 SH   SOLE   2,370 0 1,094
PUBLIC SVC ENTERPRISE GRP IN COM 744573106   351 5,250 SH   SOLE   4,514 0 737
PURE STORAGE INC CL A 74624M102   1,008 19,390 SH   SOLE   19,390 0 0
QUALCOMM INC COM 747525103   4,062 23,991 SH   SOLE   19,527 0 4,464
RAYONIER INC COM 754907103   880 26,482 SH   SOLE   18,637 0 7,845
REINSURANCE GRP OF AMERICA I COM NEW 759351604   405 2,098 SH   SOLE   2,098 0 0
RELIANCE INC COM 759509102   311 930 SH   SOLE   930 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104   357 15,920 SH   SOLE   15,920 0 0
RITHM CAPITAL CORP COM NEW 64828T201   389 34,812 SH   SOLE   34,812 0 0
RTX CORPORATION COM 75513E101   1,717 17,605 SH   SOLE   11,823 0 5,782
S&P GLOBAL INC COM 78409V104   242 570 SH   SOLE   307 0 263
SALESFORCE INC COM 79466L302   1,373 4,558 SH   SOLE   3,861 0 697
SCIENCE APPLICATIONS INTL CO COM 808625107   221 1,696 SH   SOLE   1,696 0 0
SEI INVTS CO COM 784117103   408 5,669 SH   SOLE   5,669 0 0
SIMON PPTY GROUP INC NEW COM 828806109   1,546 9,882 SH   SOLE   7,321 0 2,561
SIRIUS XM HOLDINGS INC COM 82968B103   42 10,922 SH   SOLE   10,922 0 0
SOUTHERN COPPER CORP COM 84265V105   1,647 15,457 SH   SOLE   10,904 0 4,553
SPIRE INC COM 84857L101   305 4,971 SH   SOLE   4,971 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   1,460 5,534 SH   SOLE   5,534 0 0
STAG INDL INC COM 85254J102   1,259 32,749 SH   SOLE   24,967 0 7,782
STARBUCKS CORP COM 855244109   205 2,240 SH   SOLE   1,323 0 917
STATE STR CORP COM 857477103   1,322 17,100 SH   SOLE   12,222 0 4,878
STEEL DYNAMICS INC COM 858119100   336 2,267 SH   SOLE   2,267 0 0
STERLING INFRASTRUCTURE INC COM 859241101   368 3,334 SH   SOLE   3,334 0 0
STONECO LTD COM CL A G85158106   602 36,273 SH   SOLE   36,273 0 0
SUMMIT MATLS INC CL A 86614U100   266 5,962 SH   SOLE   5,962 0 0
SUPER MICRO COMPUTER INC COM 86800U104   459 454 SH   SOLE   426 0 28
SYNCHRONY FINANCIAL COM 87165B103   1,757 40,749 SH   SOLE   33,665 0 7,084
TANGER INC COM 875465106   333 11,288 SH   SOLE   11,288 0 0
TARGET CORP COM 87612E106   282 1,593 SH   SOLE   1,188 0 405
TD SYNNEX CORPORATION COM 87162W100   874 7,730 SH   SOLE   7,730 0 0
TESLA INC COM 88160R101   669 3,807 SH   SOLE   1,993 0 1,814
TEXAS INSTRS INC COM 882508104   275 1,580 SH   SOLE   904 0 676
THE CIGNA GROUP COM 125523100   907 2,498 SH   SOLE   2,249 0 249
THERMO FISHER SCIENTIFIC INC COM 883556102   390 670 SH   SOLE   391 0 279
THOR INDS INC COM 885160101   384 3,275 SH   SOLE   3,275 0 0
TJX COS INC NEW COM 872540109   243 2,391 SH   SOLE   1,517 0 875
T-MOBILE US INC COM 872590104   269 1,646 SH   SOLE   1,185 0 461
TOLL BROTHERS INC COM 889478103   221 1,711 SH   SOLE   1,711 0 0
TOPBUILD CORP COM 89055F103   251 570 SH   SOLE   570 0 0
TRADEWEB MKTS INC CL A 892672106   222 2,129 SH   SOLE   2,129 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   219 730 SH   SOLE   414 0 316
TRAVEL PLUS LEISURE CO COM 894164102   886 18,097 SH   SOLE   13,384 0 4,713
TRAVELERS COMPANIES INC COM 89417E109   224 972 SH   SOLE   694 0 278
TRUIST FINL CORP COM 89832Q109   579 14,842 SH   SOLE   13,997 0 845
TYSON FOODS INC CL A 902494103   1,267 21,567 SH   SOLE   17,698 0 3,869
UBER TECHNOLOGIES INC COM 90353T100   873 11,333 SH   SOLE   9,876 0 1,457
UNION PAC CORP COM 907818108   313 1,273 SH   SOLE   744 0 529
UNITED PARCEL SERVICE INC CL B 911312106   890 5,987 SH   SOLE   4,131 0 1,856
UNITEDHEALTH GROUP INC COM 91324P102   1,040 2,102 SH   SOLE   1,427 0 676
UNUM GROUP COM 91529Y106   1,187 22,129 SH   SOLE   15,545 0 6,584
URBAN EDGE PPTYS COM 91704F104   278 16,112 SH   SOLE   16,112 0 0
US BANCORP DEL COM NEW 902973304   238 5,321 SH   SOLE   4,288 0 1,033
VALERO ENERGY CORP COM 91913Y100   3,119 18,275 SH   SOLE   13,923 0 4,352
VERIZON COMMUNICATIONS INC COM 92343V104   2,593 61,786 SH   SOLE   44,367 0 17,419
VERTEX PHARMACEUTICALS INC COM 92532F100   546 1,306 SH   SOLE   1,081 0 225
VERTIV HOLDINGS CO COM CL A 92537N108   412 5,044 SH   SOLE   5,044 0 0
VIATRIS INC COM 92556V106   625 52,383 SH   SOLE   52,383 0 0
VICTORY CAP HLDGS INC COM CL A 92645B103   581 13,689 SH   SOLE   13,689 0 0
VISA INC COM CL A 92826C839   732 2,621 SH   SOLE   1,472 0 1,149
VISTRA CORP COM 92840M102   1,584 22,741 SH   SOLE   18,398 0 4,344
WALGREENS BOOTS ALLIANCE INC COM 931427108   264 12,160 SH   SOLE   12,160 0 0
WALMART INC COM 931142103   3,531 58,678 SH   SOLE   46,977 0 11,701
WELLS FARGO CO NEW COM 949746101   2,552 44,024 SH   SOLE   33,011 0 11,013
WELLTOWER INC COM 95040Q104   359 3,842 SH   SOLE   3,141 0 700
WORKDAY INC CL A 98138H101   323 1,184 SH   SOLE   1,184 0 0
XPO INC COM 983793100   254 2,078 SH   SOLE   2,078 0 0