0001538846-24-000003.txt : 20240502 0001538846-24-000003.hdr.sgml : 20240502 20240502094636 ACCESSION NUMBER: 0001538846-24-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240502 DATE AS OF CHANGE: 20240502 EFFECTIVENESS DATE: 20240502 FILER: COMPANY DATA: COMPANY CONFORMED NAME: South Dakota Investment Council CENTRAL INDEX KEY: 0001538846 ORGANIZATION NAME: IRS NUMBER: 466000364 STATE OF INCORPORATION: SD FISCAL YEAR END: 0630 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16298 FILM NUMBER: 24905812 BUSINESS ADDRESS: STREET 1: 4009 W. 49TH STREET, SUITE 300 CITY: SIOUX FALLS STATE: SD ZIP: 57106 BUSINESS PHONE: 605-362-2820 MAIL ADDRESS: STREET 1: 4009 W. 49TH STREET, SUITE 300 CITY: SIOUX FALLS STATE: SD ZIP: 57106 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001538846 XXXXXXXX 03-31-2024 03-31-2024 South Dakota Investment Council
4009 W. 49TH STREET, SUITE 300 SIOUX FALLS SD 57106
13F HOLDINGS REPORT 028-16298 N
Matthew L. Clark State Investment Officer 605-362-2820 Matthew L. Clark Sioux Falls SD 05-02-2024 0 584 4813976 false
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LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 17917 175176 SH SOLE 175176 0 0 M & T BK CORP COM 55261F104 12444 85563 SH SOLE 85563 0 0 MANHATTAN ASSOCIATES INC COM 562750109 1898 7585 SH SOLE 7585 0 0 MANPOWERGROUP INC WIS COM 56418H100 1129 14542 SH SOLE 14542 0 0 MARATHON OIL CORP COM 565849106 7 241 SH SOLE 241 0 0 MARKETAXESS HLDGS INC COM 57060D108 88 400 SH SOLE 400 0 0 MARRIOTT VACATIONS WORLDWIDE COM 57164Y107 673 6246 SH SOLE 6246 0 0 MARSH & MCLENNAN COS INC COM 571748102 3021 14668 SH SOLE 14668 0 0 MARTIN MARIETTA MATLS INC COM 573284106 265 431 SH SOLE 431 0 0 MASCO CORP COM 574599106 1817 23029 SH SOLE 23029 0 0 MASIMO CORP COM 574795100 4501 30647 SH SOLE 30647 0 0 MASTEC INC COM 576323109 957 10267 SH SOLE 10267 0 0 MASTERCARD INCORPORATED CL A 57636Q104 29233 60703 SH SOLE 60703 0 0 MATADOR RES CO COM 576485205 9531 142742 SH SOLE 142742 0 0 MATCH GROUP INC NEW COM 57667L107 316 8700 SH SOLE 8700 0 0 MATSON INC COM 57686G105 1459 12983 SH SOLE 12983 0 0 MAXIMUS INC COM 577933104 1031 12290 SH SOLE 12290 0 0 MEDPACE HLDGS INC COM 58506Q109 1754 4341 SH SOLE 4341 0 0 MEDTRONIC PLC SHS G5960L103 23874 273946 SH SOLE 273946 0 0 MERCK & CO INC COM 58933Y105 30775 233232 SH SOLE 233232 0 0 MERCURY SYS INC COM 589378108 640 21678 SH SOLE 21678 0 0 MERIT MED SYS INC COM 589889104 895 11821 SH SOLE 11821 0 0 MERITAGE HOMES CORP COM 59001A102 1812 10326 SH SOLE 10326 0 0 META PLATFORMS INC CL A 30303M102 64304 132428 SH SOLE 132428 0 0 METALLUS INC COM 887399103 1831 82279 SH SOLE 82279 0 0 METLIFE INC COM 59156R108 7437 100348 SH SOLE 100348 0 0 MGIC INVT CORP WIS COM 552848103 9812 438803 SH SOLE 438803 0 0 MICROCHIP TECHNOLOGY INC. COM 595017104 2686 29944 SH SOLE 29944 0 0 MICRON TECHNOLOGY INC COM 595112103 23265 197345 SH SOLE 197345 0 0 MICROSOFT CORP COM 594918104 222814 529602 SH SOLE 529602 0 0 MIDDLEBY CORP COM 596278101 3114 19367 SH SOLE 19367 0 0 MKS INSTRS INC COM 55306N104 277 2080 SH SOLE 2080 0 0 MODERNA INC COM 60770K107 22715 213163 SH SOLE 213163 0 0 MOHAWK INDS INC COM 608190104 12635 96530 SH SOLE 96530 0 0 MOLINA HEALTHCARE INC COM 60855R100 2838 6909 SH SOLE 6909 0 0 MOLSON COORS BEVERAGE CO CL B 60871R209 4613 68596 SH SOLE 68596 0 0 MONDELEZ INTL INC CL A 609207105 11777 168247 SH SOLE 168247 0 0 MONSTER BEVERAGE CORP NEW COM 61174X109 344 5795 SH SOLE 5795 0 0 MOOG INC CL A 615394202 229 1435 SH SOLE 1435 0 0 MORGAN STANLEY COM NEW 617446448 405 4300 SH SOLE 4300 0 0 MOSAIC CO NEW COM 61945C103 157 4825 SH SOLE 4825 0 0 MOTOROLA SOLUTIONS INC COM NEW 620076307 461 1300 SH SOLE 1300 0 0 MR COOPER GROUP INC COM 62482R107 18385 235850 SH SOLE 235850 0 0 MRC GLOBAL INC COM 55345K103 2865 227942 SH SOLE 227942 0 0 MSA SAFETY INC COM 553498106 2671 13799 SH SOLE 13799 0 0 MUELLER INDS INC COM 624756102 1224 22700 SH SOLE 22700 0 0 MURPHY OIL CORP COM 626717102 3953 86503 SH SOLE 86503 0 0 MURPHY USA INC COM 626755102 2822 6731 SH SOLE 6731 0 0 NATIONAL CINEMEDIA INC COM NEW 635309206 1584 307498 SH SOLE 307498 0 0 NATIONAL FUEL GAS CO COM 636180101 3943 73390 SH SOLE 73390 0 0 NAVIENT CORPORATION COM 63938C108 341 19620 SH SOLE 19620 0 0 NCR VOYIX CORPORATION COM 62886E108 468 37070 SH SOLE 37070 0 0 NEOGEN CORP COM 640491106 223 14118 SH SOLE 14118 0 0 NETFLIX INC COM 64110L106 2225 3664 SH SOLE 3664 0 0 NEW JERSEY RES CORP COM 646025106 1669 38897 SH SOLE 38897 0 0 NEWMONT CORP COM 651639106 2159 60233 SH SOLE 60233 0 0 NEXTERA ENERGY INC COM 65339F101 8826 138107 SH SOLE 138107 0 0 NIKE INC CL B 654106103 1331 14162 SH SOLE 14162 0 0 NMI HLDGS INC CL A 629209305 7903 244364 SH SOLE 244364 0 0 NORFOLK SOUTHN CORP COM 655844108 11333 44465 SH SOLE 44465 0 0 NORTHERN TR CORP COM 665859104 205 2300 SH SOLE 2300 0 0 NORTHROP GRUMMAN CORP COM 666807102 405 847 SH SOLE 847 0 0 NORTHWESTERN ENERGY GROUP IN COM NEW 668074305 4347 85354 SH SOLE 85354 0 0 NORWEGIAN CRUISE LINE HLDG L SHS G66721104 7022 335479 SH SOLE 335479 0 0 NUCOR CORP COM 670346105 336 1700 SH SOLE 1700 0 0 NVENT ELECTRIC PLC SHS G6700G107 3306 43844 SH SOLE 43844 0 0 NVIDIA CORPORATION COM 67066G104 91002 100715 SH SOLE 100715 0 0 NXP SEMICONDUCTORS N V COM N6596X109 5849 23608 SH SOLE 23608 0 0 OCCIDENTAL PETE CORP COM 674599105 21431 329751 SH SOLE 329751 0 0 OGE ENERGY CORP COM 670837103 1787 52103 SH SOLE 52103 0 0 OLD NATL BANCORP IND COM 680033107 1581 90812 SH SOLE 90812 0 0 OLD REP INTL CORP COM 680223104 80 2612 SH SOLE 2612 0 0 OLIN CORP COM PAR $1 680665205 3228 54892 SH SOLE 54892 0 0 OMNICELL COM COM 68213N109 606 20727 SH SOLE 20727 0 0 ON SEMICONDUCTOR CORP COM 682189105 408 5550 SH SOLE 5550 0 0 ONE GAS INC COM 68235P108 2273 35220 SH SOLE 35220 0 0 OPENLANE INC COM 48238T109 393 22703 SH SOLE 22703 0 0 ORACLE CORP COM 68389X105 10302 82017 SH SOLE 82017 0 0 ORASURE TECHNOLOGIES INC COM 68554V108 819 133230 SH SOLE 133230 0 0 OSHKOSH CORP COM 688239201 7172 57509 SH SOLE 57509 0 0 OWENS CORNING NEW COM 690742101 3096 18563 SH SOLE 18563 0 0 PACCAR INC COM 693718108 2690 21715 SH SOLE 21715 0 0 PALO ALTO NETWORKS INC COM 697435105 511 1800 SH SOLE 1800 0 0 PARAMOUNT GLOBAL CLASS B COM 92556H206 174 14782 SH SOLE 14782 0 0 PARKER-HANNIFIN CORP COM 701094104 3807 6850 SH SOLE 6850 0 0 PATHWARD FINANCIAL INC COM 59100U108 126 2502 SH SOLE 2502 0 0 PAYLOCITY HLDG CORP COM 70438V106 1035 6021 SH SOLE 6021 0 0 PAYPAL HLDGS INC COM 70450Y103 26653 397869 SH SOLE 397869 0 0 PEDIATRIX MEDICAL GROUP INC COM 58502B106 886 88339 SH SOLE 88339 0 0 PENN ENTERTAINMENT INC COM 707569109 1180 64803 SH SOLE 64803 0 0 PENNYMAC FINL SVCS INC NEW COM 70932M107 6015 66039 SH SOLE 66039 0 0 PEPSICO INC COM 713448108 6339 36218 SH SOLE 36218 0 0 PFIZER INC COM 717081103 35666 1285254 SH SOLE 1285254 0 0 PG&E CORP COM 69331C108 977 58307 SH SOLE 58307 0 0 PHILIP MORRIS INTL INC COM 718172109 13128 143291 SH SOLE 143291 0 0 PHILLIPS 66 COM 718546104 1004 6146 SH SOLE 6146 0 0 PILGRIMS PRIDE CORP COM 72147K108 5406 157529 SH SOLE 157529 0 0 PIONEER NAT RES CO COM 723787107 19984 76130 SH SOLE 76130 0 0 PLANET FITNESS INC CL A 72703H101 2338 37331 SH SOLE 37331 0 0 PNC FINL SVCS GROUP INC COM 693475105 12067 74669 SH SOLE 74669 0 0 PNM RES INC COM 69349H107 441 11715 SH SOLE 11715 0 0 POLARIS INC COM 731068102 2748 27450 SH SOLE 27450 0 0 PORTLAND GEN ELEC CO COM NEW 736508847 143 3400 SH SOLE 3400 0 0 POST HLDGS INC COM 737446104 231 2172 SH SOLE 2172 0 0 PPG INDS INC COM 693506107 482 3324 SH SOLE 3324 0 0 PPL CORP COM 69351T106 860 31239 SH SOLE 31239 0 0 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 961 11130 SH SOLE 11130 0 0 PROCTER AND GAMBLE CO COM 742718109 4611 28422 SH SOLE 28422 0 0 PROGRESSIVE CORP COM 743315103 3795 18348 SH SOLE 18348 0 0 PROGYNY INC SHS 74340E103 3012 78952 SH SOLE 78952 0 0 PROSPERITY BANCSHARES INC COM 743606105 5954 90521 SH SOLE 90521 0 0 PRUDENTIAL FINL INC COM 744320102 10068 85758 SH SOLE 85758 0 0 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 1236 18512 SH SOLE 18512 0 0 PURE STORAGE INC CL A 74624M102 1820 35000 SH SOLE 35000 0 0 PVH CORPORATION COM 693656100 8372 59543 SH SOLE 59543 0 0 QORVO INC COM 74736K101 184 1600 SH SOLE 1600 0 0 QUALCOMM INC COM 747525103 5633 33270 SH SOLE 33270 0 0 QUALYS INC COM 74758T303 2231 13371 SH SOLE 13371 0 0 QUIDELORTHO CORP COM 219798105 764 15933 SH SOLE 15933 0 0 RADIAN GROUP INC COM 750236101 834 24931 SH SOLE 24931 0 0 RALPH LAUREN CORP CL A 751212101 22 115 SH SOLE 115 0 0 RAMACO RES INC COM CL B 75134P501 1134 90381 SH SOLE 90381 0 0 RANGE RES CORP COM 75281A109 1423 41341 SH SOLE 41341 0 0 RAYMOND JAMES FINL INC COM 754730109 218 1700 SH SOLE 1700 0 0 REGAL REXNORD CORPORATION COM 758750103 4764 26453 SH SOLE 26453 0 0 REGIONS FINANCIAL CORP NEW COM 7591EP100 398 18900 SH SOLE 18900 0 0 REINSURANCE GRP OF AMERICA I COM NEW 759351604 27780 144029 SH SOLE 144029 0 0 RELIANCE INC COM 759509102 1884 5637 SH SOLE 5637 0 0 RENAISSANCERE HLDGS LTD COM G7496G103 19469 82835 SH SOLE 82835 0 0 REPUBLIC SVCS INC COM 760759100 662 3457 SH SOLE 3457 0 0 RESMED INC COM 761152107 364 1840 SH SOLE 1840 0 0 REX AMERICAN RES CORP COM 761624105 16313 277863 SH SOLE 277863 0 0 RH COM 74967X103 2136 6134 SH SOLE 6134 0 0 ROYAL CARIBBEAN GROUP COM V7780T103 667 4801 SH SOLE 4801 0 0 RPM INTL INC COM 749685103 3647 30660 SH SOLE 30660 0 0 RTX CORPORATION COM 75513E101 13895 142471 SH SOLE 142471 0 0 SAIA INC COM 78709Y105 761 1300 SH SOLE 1300 0 0 SALESFORCE INC COM 79466L302 2390 7937 SH SOLE 7937 0 0 SANMINA CORPORATION COM 801056102 1137 18289 SH SOLE 18289 0 0 SCHLUMBERGER LTD COM STK 806857108 16724 305129 SH SOLE 305129 0 0 SCHWAB CHARLES CORP COM 808513105 1452 20075 SH SOLE 20075 0 0 SEALED AIR CORP NEW COM 81211K100 5676 152583 SH SOLE 152583 0 0 SEI INVTS CO COM 784117103 1102 15329 SH SOLE 15329 0 0 SELECT MED HLDGS CORP COM 81619Q105 3370 111766 SH SOLE 111766 0 0 SEMPRA COM 816851109 1365 19008 SH SOLE 19008 0 0 SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 3929 106928 SH SOLE 106928 0 0 SERVICE CORP INTL COM 817565104 7839 105637 SH SOLE 105637 0 0 SERVICENOW INC COM 81762P102 610 800 SH SOLE 800 0 0 SHELL PLC SPON ADS 780259305 15397 229673 SH SOLE 229673 0 0 SHERWIN WILLIAMS CO COM 824348106 705 2030 SH SOLE 2030 0 0 SHOCKWAVE MED INC COM 82489T104 2938 9024 SH SOLE 9024 0 0 SILGAN HLDGS INC COM 827048109 709 14600 SH SOLE 14600 0 0 SIMPSON MFG INC COM 829073105 2079 10131 SH SOLE 10131 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 1950 18006 SH SOLE 18006 0 0 SMART GLOBAL HLDGS INC SHS G8232Y101 3306 125600 SH SOLE 125600 0 0 SOUTHERN CO COM 842587107 5101 71106 SH SOLE 71106 0 0 SOUTHWEST AIRLS CO COM 844741108 10158 347993 SH SOLE 347993 0 0 SOUTHWEST GAS HLDGS INC COM 844895102 2079 27307 SH SOLE 27307 0 0 SOUTHWESTERN ENERGY CO COM 845467109 3546 467795 SH SOLE 467795 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 418 800 SH SOLE 800 0 0 SPIRE INC COM 84857L101 1329 21649 SH SOLE 21649 0 0 SPIRIT AIRLS INC COM 848577102 75 15469 SH SOLE 15469 0 0 SPROUTS FMRS MKT INC COM 85208M102 4452 69038 SH SOLE 69038 0 0 SPS COMM INC COM 78463M107 314 1700 SH SOLE 1700 0 0 STANLEY BLACK & DECKER INC COM 854502101 14085 143829 SH SOLE 143829 0 0 STARBUCKS CORP COM 855244109 1779 19466 SH SOLE 19466 0 0 STATE STR CORP COM 857477103 16405 212176 SH SOLE 212176 0 0 SUNRUN INC COM 86771W105 89 6761 SH SOLE 6761 0 0 SUPER MICRO COMPUTER INC COM 86800U104 382 378 SH SOLE 378 0 0 SYNAPTICS INC COM 87157D109 837 8580 SH SOLE 8580 0 0 SYNOVUS FINL CORP COM NEW 87161C501 1009 25189 SH SOLE 25189 0 0 T-MOBILE US INC COM 872590104 2459 15063 SH SOLE 15063 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 1950 14334 SH SOLE 14334 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 462 3109 SH SOLE 3109 0 0 TAPESTRY INC COM 876030107 24470 515373 SH SOLE 515373 0 0 TARGET CORP COM 87612E106 22426 126551 SH SOLE 126551 0 0 TAYLOR MORRISON HOME CORP COM 87724P106 1408 22648 SH SOLE 22648 0 0 TD SYNNEX CORPORATION COM 87162W100 1810 16000 SH SOLE 16000 0 0 TE CONNECTIVITY LTD SHS H84989104 12876 88656 SH SOLE 88656 0 0 TEGNA INC COM 87901J105 3152 210989 SH SOLE 210989 0 0 TELEFLEX INCORPORATED COM 879369106 1320 5835 SH SOLE 5835 0 0 TEMPUR SEALY INTL INC COM 88023U101 3675 64676 SH SOLE 64676 0 0 TERADATA CORP DEL COM 88076W103 733 18968 SH SOLE 18968 0 0 TERADYNE INC COM 880770102 226 2000 SH SOLE 2000 0 0 TESLA INC COM 88160R101 9643 54854 SH SOLE 54854 0 0 TETRA TECH INC NEW COM 88162G103 3454 18697 SH SOLE 18697 0 0 TEXAS CAP BANCSHARES INC COM 88224Q107 1977 32120 SH SOLE 32120 0 0 TEXAS INSTRS INC COM 882508104 20470 117501 SH SOLE 117501 0 0 TEXAS ROADHOUSE INC COM 882681109 2871 18586 SH SOLE 18586 0 0 THE CIGNA GROUP COM 125523100 2145 5906 SH SOLE 5906 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 1211 2084 SH SOLE 2084 0 0 THOR INDS INC COM 885160101 1755 14956 SH SOLE 14956 0 0 TIMKEN CO COM 887389104 7542 86263 SH SOLE 86263 0 0 TJX COS INC NEW COM 872540109 2162 21321 SH SOLE 21321 0 0 TOLL BROTHERS INC COM 889478103 3263 25221 SH SOLE 25221 0 0 TOPBUILD CORP COM 89055F103 2130 4832 SH SOLE 4832 0 0 TOTALENERGIES SE SPONSORED ADS 89151E109 322 4675 SH SOLE 4675 0 0 TRAVELERS COMPANIES INC COM 89417E109 1679 7295 SH SOLE 7295 0 0 TREEHOUSE FOODS INC COM 89469A104 818 21012 SH SOLE 21012 0 0 TREX CO INC COM 89531P105 5821 58358 SH SOLE 58358 0 0 TRI POINTE HOMES INC COM 87265H109 639 16523 SH SOLE 16523 0 0 TRUEBLUE INC COM 89785X101 211 16835 SH SOLE 16835 0 0 TRUIST FINL CORP COM 89832Q109 21529 552305 SH SOLE 552305 0 0 UBER TECHNOLOGIES INC COM 90353T100 1154 14993 SH SOLE 14993 0 0 UFP INDUSTRIES INC COM 90278Q108 1832 14893 SH SOLE 14893 0 0 UGI CORP NEW COM 902681105 3166 129019 SH SOLE 129019 0 0 ULTA BEAUTY INC COM 90384S303 288 550 SH SOLE 550 0 0 UNDER ARMOUR INC CL C 904311206 1057 148043 SH SOLE 148043 0 0 UNION PAC CORP COM 907818108 10353 42099 SH SOLE 42099 0 0 UNITED NAT FOODS INC COM 911163103 957 83312 SH SOLE 83312 0 0 UNITED PARCEL SERVICE INC CL B 911312106 10103 67972 SH SOLE 67972 0 0 UNITED RENTALS INC COM 911363109 3835 5318 SH SOLE 5318 0 0 UNITED THERAPEUTICS CORP DEL COM 91307C102 2260 9838 SH SOLE 9838 0 0 UNITEDHEALTH GROUP INC COM 91324P102 34177 69086 SH SOLE 69086 0 0 UNUM GROUP COM 91529Y106 11718 218382 SH SOLE 218382 0 0 URBAN OUTFITTERS INC COM 917047102 1752 40344 SH SOLE 40344 0 0 US BANCORP DEL COM NEW 902973304 27708 619864 SH SOLE 619864 0 0 U S PHYSICAL THERAPY COM 90337L108 1957 17335 SH SOLE 17335 0 0 UNITED STATES STL CORP NEW COM 912909108 3589 87998 SH SOLE 87998 0 0 V F CORP COM 918204108 6344 413571 SH SOLE 413571 0 0 VALARIS LTD CL A G9460G101 2683 35656 SH SOLE 35656 0 0 VALMONT INDS INC COM 920253101 365 1600 SH SOLE 1600 0 0 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 10122 91600 SH SOLE 91600 0 0 VERISIGN INC COM 92343E102 208 1100 SH SOLE 1100 0 0 VERISK ANALYTICS INC COM 92345Y106 1115 4729 SH SOLE 4729 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 14242 339408 SH SOLE 339408 0 0 VERTEX PHARMACEUTICALS INC COM 92532F100 14552 34812 SH SOLE 34812 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 572155 13697748 SH SOLE 13697748 0 0 VIASAT INC COM 92552V100 4611 254894 SH SOLE 254894 0 0 VIATRIS INC COM 92556V106 8384 702201 SH SOLE 702201 0 0 VISA INC COM CL A 92826C839 33013 118293 SH SOLE 118293 0 0 VISTEON CORP COM NEW 92839U206 452 3842 SH SOLE 3842 0 0 VISTRA CORP COM 92840M102 1867 26800 SH SOLE 26800 0 0 WABASH NATL CORP COM 929566107 3776 126127 SH SOLE 126127 0 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 11474 529007 SH SOLE 529007 0 0 WALMART INC COM 931142103 19521 324434 SH SOLE 324434 0 0 WARNER BROS DISCOVERY INC COM SER A 934423104 3835 439248 SH SOLE 439248 0 0 WASTE MGMT INC DEL COM 94106L109 2519 11818 SH SOLE 11818 0 0 WATERS CORP COM 941848103 995 2890 SH SOLE 2890 0 0 WEBSTER FINL CORP COM 947890109 3447 67897 SH SOLE 67897 0 0 WEC ENERGY GROUP INC COM 92939U106 1115 13580 SH SOLE 13580 0 0 WELLS FARGO CO NEW COM 949746101 31750 547788 SH SOLE 547788 0 0 WESCO INTL INC COM 95082P105 4548 26553 SH SOLE 26553 0 0 WESTERN DIGITAL CORP. COM 958102105 19779 289839 SH SOLE 289839 0 0 WESTLAKE CORPORATION COM 960413102 3385 22155 SH SOLE 22155 0 0 WESTROCK CO COM 96145D105 1360 27494 SH SOLE 27494 0 0 WHIRLPOOL CORP COM 963320106 13089 109411 SH SOLE 109411 0 0 WILLIAMS SONOMA INC COM 969904101 5155 16236 SH SOLE 16236 0 0 WILLIS TOWERS WATSON PLC LTD SHS G96629103 924 3360 SH SOLE 3360 0 0 WOLFSPEED INC COM 977852102 7124 241489 SH SOLE 241489 0 0 WOODWARD INC COM 980745103 1609 10440 SH SOLE 10440 0 0 WYNN RESORTS LTD COM 983134107 925 9053 SH SOLE 9053 0 0 XCEL ENERGY INC COM 98389B100 1030 19164 SH SOLE 19164 0 0 XPO INC COM 983793100 1155 9466 SH SOLE 9466 0 0 YELP INC CL A 985817105 240 6100 SH SOLE 6100 0 0 YETI HLDGS INC COM 98585X104 1436 37252 SH SOLE 37252 0 0 ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 9882 32782 SH SOLE 32782 0 0 ZIMMER BIOMET HOLDINGS INC COM 98956P102 2123 16088 SH SOLE 16088 0 0