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   4,297,064 42,932 SH   SOLE   42,932 0 0
ABBOTT LABS COM 002824100   2,657,363 24,375 SH   SOLE   24,375 0 0
ABBVIE INC COM 00287Y109   6,521,471 48,404 SH   SOLE   48,404 0 0
ABCAM PLC ADS 000380204   1,451,805 59,330 SH   SOLE   59,330 0 0
ACADIA PHARMACEUTICALS INC COM 004225108   1,286,690 53,724 SH   SOLE   53,724 0 0
ACV AUCTIONS INC COM CL A 00091G104   405,137 23,459 SH   SOLE   23,459 0 0
ADVANCE AUTO PARTS INC COM 00751Y106   872,493 12,411 SH   SOLE   12,411 0 0
ADVANCED MICRO DEVICES INC COM 007903107   366,221 3,215 SH   SOLE   3,215 0 0
AERCAP HOLDINGS NV SHS N00985106   1,134,531 17,861 SH   SOLE   17,861 0 0
AES CORP COM 00130H105   646,237 31,174 SH   SOLE   31,174 0 0
AFLAC INC COM 001055102   635,878 9,110 SH   SOLE   9,110 0 0
AIR LEASE CORP CL A 00912X302   548,821 13,114 SH   SOLE   13,114 0 0
AIR PRODS & CHEMS INC COM 009158106   435,816 1,455 SH   SOLE   1,455 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101   456,540 5,080 SH   SOLE   5,080 0 0
ALAMOS GOLD INC NEW COM CL A 011532108   314,914 26,419 SH   SOLE   26,419 0 0
ALCOA CORP COM 013872106   243,583 7,179 SH   SOLE   7,179 0 0
ALCON AG ORD SHS H01301128   251,996 3,069 SH   SOLE   3,069 0 0
ALKERMES PLC SHS G01767105   297,068 9,491 SH   SOLE   9,491 0 0
ALLEGION PLC ORD SHS G0176J109   632,985 5,274 SH   SOLE   5,274 0 0
ALLEGRO MICROSYSTEMS INC COM 01749D105   1,087,874 24,100 SH   SOLE   24,100 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101   374,499 6,633 SH   SOLE   6,633 0 0
ALPHABET INC CAP STK CL C 02079K107   7,250,700 59,938 SH   SOLE   59,938 0 0
ALTRIA GROUP INC COM 02209S103   585,050 12,915 SH   SOLE   12,915 0 0
AMCOR PLC ORD G0250X107   693,830 69,522 SH   SOLE   69,522 0 0
AMDOCS LTD SHS G02602103   1,455,270 14,722 SH   SOLE   14,722 0 0
AMEREN CORP COM 023608102   383,441 4,695 SH   SOLE   4,695 0 0
AMERICAN AIRLS GROUP INC COM 02376R102   1,473,932 82,159 SH   SOLE   82,159 0 0
AMERICAN ELEC PWR CO INC COM 025537101   457,290 5,431 SH   SOLE   5,431 0 0
AMERICAN EQTY INVT LIFE HLD COM 025676206   1,862,203 35,736 SH   SOLE   35,736 0 0
AMERIPRISE FINL INC COM 03076C106   909,454 2,738 SH   SOLE   2,738 0 0
AMETEK INC COM 031100100   560,590 3,463 SH   SOLE   3,463 0 0
AMICUS THERAPEUTICS INC COM 03152W109   798,540 63,578 SH   SOLE   63,578 0 0
AON PLC SHS CL A G0403H108   1,345,935 3,899 SH   SOLE   3,899 0 0
APA CORPORATION COM 03743Q108   609,046 17,824 SH   SOLE   17,824 0 0
ARCHER DANIELS MIDLAND CO COM 039483102   1,674,183 22,157 SH   SOLE   22,157 0 0
ARISTA NETWORKS INC COM 040413106   3,993,645 24,643 SH   SOLE   24,643 0 0
ARROWHEAD PHARMACEUTICALS IN COM 04280A100   453,239 12,710 SH   SOLE   12,710 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108   631,605 8,825 SH   SOLE   8,825 0 0
AT&T INC COM 00206R102   356,419 22,346 SH   SOLE   22,346 0 0
ATLASSIAN CORPORATION CL A 049468101   366,833 2,186 SH   SOLE   2,186 0 0
ATMOS ENERGY CORP COM 049560105   547,729 4,708 SH   SOLE   4,708 0 0
AURINIA PHARMACEUTICALS INC COM 05156V102   154,715 15,983 SH   SOLE   15,983 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   796,079 3,622 SH   SOLE   3,622 0 0
AUTONATION INC COM 05329W102   1,181,735 7,179 SH   SOLE   7,179 0 0
AUTOZONE INC COM 053332102   1,583,284 635 SH   SOLE   635 0 0
AVIDXCHANGE HOLDINGS INC COM 05368X102   139,009 13,392 SH   SOLE   13,392 0 0
AXONICS INC COM 05465P101   395,180 7,830 SH   SOLE   7,830 0 0
BANK AMERICA CORP COM 060505104   426,161 14,854 SH   SOLE   14,854 0 0
BARCLAYS PLC ADR 06738E204   79,229 10,080 SH   SOLE   10,080 0 0
BATH & BODY WORKS INC COM 070830104   837,338 22,329 SH   SOLE   22,329 0 0
BEACON ROOFING SUPPLY INC COM 073685109   339,471 4,091 SH   SOLE   4,091 0 0
BELLRING BRANDS INC COMMON STOCK 07831C103   263,849 7,209 SH   SOLE   7,209 0 0
BERKLEY W R CORP COM 084423102   245,804 4,127 SH   SOLE   4,127 0 0
BERRY GLOBAL GROUP INC COM 08579W103   1,016,443 15,798 SH   SOLE   15,798 0 0
BIOHAVEN LTD COM G1110E107   704,277 29,443 SH   SOLE   29,443 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101   6,916,977 79,799 SH   SOLE   79,799 0 0
BLACKLINE INC COM 09239B109   909,343 16,896 SH   SOLE   16,896 0 0
BLOCK INC CL A 852234103   350,757 5,269 SH   SOLE   5,269 0 0
BLOOM ENERGY CORP COM CL A 093712107   734,262 44,909 SH   SOLE   44,909 0 0
BOISE CASCADE CO DEL COM 09739D100   439,462 4,864 SH   SOLE   4,864 0 0
BOSTON SCIENTIFIC CORP COM 101137107   3,735,455 69,060 SH   SOLE   69,060 0 0
BOWLERO CORP CL A COM 10258P102   450,945 38,741 SH   SOLE   38,741 0 0
BP PLC SPONSORED ADR 055622104   534,891 15,157 SH   SOLE   15,157 0 0
BRINKER INTL INC COM 109641100   213,195 5,825 SH   SOLE   5,825 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   1,595,169 24,944 SH   SOLE   24,944 0 0
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 113004105   388,395 11,903 SH   SOLE   11,903 0 0
BROOKFIELD INFRASTRUCTURE CO COM SB VTG SHS A 11275Q107   215,229 4,722 SH   SOLE   4,722 0 0
BROWN & BROWN INC COM 115236101   636,839 9,251 SH   SOLE   9,251 0 0
BROWN FORMAN CORP CL B 115637209   619,518 9,277 SH   SOLE   9,277 0 0
BRUNSWICK CORP COM 117043109   497,574 5,743 SH   SOLE   5,743 0 0
BURLINGTON STORES INC COM 122017106   1,247,316 7,925 SH   SOLE   7,925 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209   217,099 2,301 SH   SOLE   2,301 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   1,881,085 8,021 SH   SOLE   8,021 0 0
CALIFORNIA RES CORP COM STOCK 13057Q305   215,897 4,767 SH   SOLE   4,767 0 0
CAMECO CORP COM 13321L108   423,425 13,515 SH   SOLE   13,515 0 0
CAMPBELL SOUP CO COM 134429109   527,996 11,551 SH   SOLE   11,551 0 0
CAMPING WORLD HLDGS INC CL A 13462K109   2,280,195 75,754 SH   SOLE   75,754 0 0
CANADIAN NATL RY CO COM 136375102   453,770 3,748 SH   SOLE   3,748 0 0
CARDINAL HEALTH INC COM 14149Y108   2,444,918 25,853 SH   SOLE   25,853 0 0
CARMAX INC COM 143130102   2,899,033 34,636 SH   SOLE   34,636 0 0
CARNIVAL CORP COMMON STOCK 143658300   4,319,188 229,378 SH   SOLE   229,378 0 0
CARNIVAL PLC ADR 14365C103   753,224 44,438 SH   SOLE   44,438 0 0
CARRIER GLOBAL CORPORATION COM 14448C104   1,194,929 24,038 SH   SOLE   24,038 0 0
CARVANA CO CL A 146869102   716,403 27,639 SH   SOLE   27,639 0 0
CBRE GROUP INC CL A 12504L109   2,283,044 28,287 SH   SOLE   28,287 0 0
CDW CORP COM 12514G108   482,972 2,632 SH   SOLE   2,632 0 0
CENOVUS ENERGY INC COM 15135U109   475,695 28,015 SH   SOLE   28,015 0 0
CERIDIAN HCM HLDG INC COM 15677J108   220,465 3,292 SH   SOLE   3,292 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   479,785 1,306 SH   SOLE   1,306 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104   661,515 5,266 SH   SOLE   5,266 0 0
CHEGG INC COM 163092109   2,347,339 264,340 SH   SOLE   264,340 0 0
CHENIERE ENERGY INC COM NEW 16411R208   307,462 2,018 SH   SOLE   2,018 0 0
CHESAPEAKE ENERGY CORP COM 165167735   595,300 7,114 SH   SOLE   7,114 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   5,353,917 2,503 SH   SOLE   2,503 0 0
CHUBB LIMITED COM H1467J104   873,837 4,538 SH   SOLE   4,538 0 0
CINCINNATI FINL CORP COM 172062101   721,433 7,413 SH   SOLE   7,413 0 0
CINTAS CORP COM 172908105   552,753 1,112 SH   SOLE   1,112 0 0
CIRRUS LOGIC INC COM 172755100   587,160 7,248 SH   SOLE   7,248 0 0
CISCO SYS INC COM 17275R102   923,197 17,843 SH   SOLE   17,843 0 0
CITIGROUP INC COM NEW 172967424   857,817 18,632 SH   SOLE   18,632 0 0
CLOROX CO DEL COM 189054109   951,854 5,985 SH   SOLE   5,985 0 0
CLOUDFLARE INC CL A COM 18915M107   2,171,199 33,214 SH   SOLE   33,214 0 0
CNH INDL N V SHS N20944109   883,584 61,360 SH   SOLE   61,360 0 0
CNX RES CORP COM 12653C108   1,838,361 103,745 SH   SOLE   103,745 0 0
COHERENT CORP COM 19247G107   912,491 17,899 SH   SOLE   17,899 0 0
COLGATE PALMOLIVE CO COM 194162103   1,776,234 23,056 SH   SOLE   23,056 0 0
COMMERCIAL METALS CO COM 201723103   1,545,202 29,343 SH   SOLE   29,343 0 0
COMMVAULT SYS INC COM 204166102   203,046 2,796 SH   SOLE   2,796 0 0
CONCENTRIX CORP COM 20602D101   560,324 6,939 SH   SOLE   6,939 0 0
CONSOL ENERGY INC NEW COM 20854L108   220,857 3,257 SH   SOLE   3,257 0 0
CONSTELLATION ENERGY CORP COM 21037T109   2,473,681 27,020 SH   SOLE   27,020 0 0
COPART INC COM 217204106   456,232 5,002 SH   SOLE   5,002 0 0
CORE & MAIN INC CL A 21874C102   282,624 9,018 SH   SOLE   9,018 0 0
COREBRIDGE FINL INC COM 21871X109   888,015 50,284 SH   SOLE   50,284 0 0
CORTEVA INC COM 22052L104   3,754,124 65,517 SH   SOLE   65,517 0 0
COTERRA ENERGY INC COM 127097103   816,532 32,274 SH   SOLE   32,274 0 0
CREDICORP LTD COM G2519Y108   296,461 2,008 SH   SOLE   2,008 0 0
CRH PLC ADR 12626K203   2,709,816 48,624 SH   SOLE   48,624 0 0
CROCS INC COM 227046109   590,422 5,251 SH   SOLE   5,251 0 0
CUSHMAN WAKEFIELD PLC SHS G2717B108   600,510 73,412 SH   SOLE   73,412 0 0
D R HORTON INC COM 23331A109   611,371 5,024 SH   SOLE   5,024 0 0
DATADOG INC CL A COM 23804L103   542,074 5,510 SH   SOLE   5,510 0 0
DAVE & BUSTERS ENTMT INC COM 238337109   1,430,242 32,097 SH   SOLE   32,097 0 0
DELEK US HLDGS INC NEW COM 24665A103   694,861 29,013 SH   SOLE   29,013 0 0
DELL TECHNOLOGIES INC CL C 24703L202   1,855,540 34,292 SH   SOLE   34,292 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   5,713,167 120,176 SH   SOLE   120,176 0 0
DEVON ENERGY CORP NEW COM 25179M103   1,806,369 37,368 SH   SOLE   37,368 0 0
DEXCOM INC COM 252131107   2,953,674 22,984 SH   SOLE   22,984 0 0
DHT HOLDINGS INC SHS NEW Y2065G121   282,454 33,113 SH   SOLE   33,113 0 0
DIAGEO PLC SPON ADR NEW 25243Q205   559,126 3,223 SH   SOLE   3,223 0 0
DIAMONDBACK ENERGY INC COM 25278X109   272,178 2,072 SH   SOLE   2,072 0 0
DISH NETWORK CORPORATION CL A 25470M109   213,892 32,457 SH   SOLE   32,457 0 0
DLOCAL LTD CLASS A COM G29018101   149,804 12,274 SH   SOLE   12,274 0 0
DOLLAR GEN CORP NEW COM 256677105   2,906,634 17,120 SH   SOLE   17,120 0 0
DOLLAR TREE INC COM 256746108   1,610,357 11,222 SH   SOLE   11,222 0 0
DOVER CORP COM 260003108   383,742 2,599 SH   SOLE   2,599 0 0
DOXIMITY INC CL A 26622P107   693,566 20,387 SH   SOLE   20,387 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   4,526,146 170,348 SH   SOLE   170,348 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204   316,603 3,528 SH   SOLE   3,528 0 0
DUPONT DE NEMOURS INC COM 26614N102   850,207 11,901 SH   SOLE   11,901 0 0
DYNATRACE INC COM NEW 268150109   899,799 17,482 SH   SOLE   17,482 0 0
E L F BEAUTY INC COM 26856L103   243,310 2,130 SH   SOLE   2,130 0 0
EATON CORP PLC SHS G29183103   2,415,814 12,013 SH   SOLE   12,013 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   696,344 7,382 SH   SOLE   7,382 0 0
ELECTRONIC ARTS INC COM 285512109   1,285,586 9,912 SH   SOLE   9,912 0 0
ELEVANCE HEALTH INC COM 036752103   252,357 568 SH   SOLE   568 0 0
ENERPLUS CORP COM 292766102   153,715 10,623 SH   SOLE   10,623 0 0
ENOVIX CORPORATION COM 293594107   4,796,583 265,886 SH   SOLE   265,886 0 0
ENTERGY CORP NEW COM 29364G103   241,867 2,484 SH   SOLE   2,484 0 0
EOG RES INC COM 26875P101   876,610 7,660 SH   SOLE   7,660 0 0
EPAM SYS INC COM 29414B104   1,690,120 7,520 SH   SOLE   7,520 0 0
ETSY INC COM 29786A106   4,130,153 48,814 SH   SOLE   48,814 0 0
EXELIXIS INC COM 30161Q104   257,221 13,460 SH   SOLE   13,460 0 0
EXLSERVICE HOLDINGS INC COM 302081104   1,025,697 6,790 SH   SOLE   6,790 0 0
EXPEDITORS INTL WASH INC COM 302130109   404,211 3,337 SH   SOLE   3,337 0 0
EXTREME NETWORKS COM 30226D106   247,449 9,499 SH   SOLE   9,499 0 0
FASTENAL CO COM 311900104   533,447 9,043 SH   SOLE   9,043 0 0
FASTLY INC CL A 31188V100   877,695 55,656 SH   SOLE   55,656 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   5,731,630 104,783 SH   SOLE   104,783 0 0
FIRST SOLAR INC COM 336433107   2,038,335 10,723 SH   SOLE   10,723 0 0
FIRSTCASH HOLDINGS INC COM 33768G107   574,726 6,158 SH   SOLE   6,158 0 0
FIRSTENERGY CORP COM 337932107   243,855 6,272 SH   SOLE   6,272 0 0
FISERV INC COM 337738108   1,723,083 13,659 SH   SOLE   13,659 0 0
FLOOR & DECOR HLDGS INC CL A 339750101   500,048 4,810 SH   SOLE   4,810 0 0
FLOWERS FOODS INC COM 343498101   315,553 12,683 SH   SOLE   12,683 0 0
FLUOR CORP NEW COM 343412102   620,446 20,961 SH   SOLE   20,961 0 0
FMC CORP COM NEW 302491303   1,576,056 15,105 SH   SOLE   15,105 0 0
FOOT LOCKER INC COM 344849104   633,046 23,351 SH   SOLE   23,351 0 0
FORTIVE CORP COM 34959J108   631,582 8,447 SH   SOLE   8,447 0 0
FOX CORP CL A COM 35137L105   2,345,082 68,973 SH   SOLE   68,973 0 0
FRANCO NEV CORP COM 351858105   341,242 2,393 SH   SOLE   2,393 0 0
FTAI AVIATION LTD SHS G3730V105   444,348 14,035 SH   SOLE   14,035 0 0
GARMIN LTD SHS H2906T109   247,063 2,369 SH   SOLE   2,369 0 0
GARTNER INC COM 366651107   2,416,438 6,898 SH   SOLE   6,898 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   298,151 3,670 SH   SOLE   3,670 0 0
GENERAL DYNAMICS CORP COM 369550108   605,647 2,815 SH   SOLE   2,815 0 0
GENERAL MTRS CO COM 37045V100   2,656,437 68,891 SH   SOLE   68,891 0 0
GENUINE PARTS CO COM 372460105   553,044 3,268 SH   SOLE   3,268 0 0
GILEAD SCIENCES INC COM 375558103   735,248 9,540 SH   SOLE   9,540 0 0
GLOBAL PMTS INC COM 37940X102   513,880 5,216 SH   SOLE   5,216 0 0
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108   332,329 5,146 SH   SOLE   5,146 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   1,464,654 4,541 SH   SOLE   4,541 0 0
GOODYEAR TIRE & RUBR CO COM 382550101   3,316,100 242,405 SH   SOLE   242,405 0 0
GRACO INC COM 384109104   882,497 10,220 SH   SOLE   10,220 0 0
GRAINGER W W INC COM 384802104   1,549,579 1,965 SH   SOLE   1,965 0 0
GRAND CANYON ED INC COM 38526M106   484,468 4,694 SH   SOLE   4,694 0 0
GSK PLC SPONSORED ADR 37733W204   1,498,662 42,050 SH   SOLE   42,050 0 0
GUARDANT HEALTH INC COM 40131M109   2,850,253 79,616 SH   SOLE   79,616 0 0
HALEON PLC SPON ADS 405552100   84,194 10,047 SH   SOLE   10,047 0 0
HASHICORP INC COM CL A 418100103   901,561 34,437 SH   SOLE   34,437 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   1,323,115 18,983 SH   SOLE   18,983 0 0
HERTZ GLOBAL HLDGS INC COM NEW 42806J700   3,667,297 199,418 SH   SOLE   199,418 0 0
HESS CORP COM 42809H107   3,158,934 23,236 SH   SOLE   23,236 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   833,414 49,608 SH   SOLE   49,608 0 0
HIMS & HERS HEALTH INC COM CL A 433000106   2,013,461 214,198 SH   SOLE   214,198 0 0
HONDA MOTOR LTD AMERN SHS 438128308   263,212 8,684 SH   SOLE   8,684 0 0
HOWMET AEROSPACE INC COM 443201108   342,063 6,902 SH   SOLE   6,902 0 0
HUB GROUP INC CL A 443320106   274,694 3,420 SH   SOLE   3,420 0 0
HUBBELL INC COM 443510607   1,001,311 3,020 SH   SOLE   3,020 0 0
IDEX CORP COM 45167R104   588,090 2,732 SH   SOLE   2,732 0 0
ILLINOIS TOOL WKS INC COM 452308109   750,230 2,999 SH   SOLE   2,999 0 0
IMMUNOGEN INC COM 45253H101   1,830,088 96,984 SH   SOLE   96,984 0 0
IMMUNOVANT INC COM 45258J102   870,230 45,874 SH   SOLE   45,874 0 0
INCYTE CORP COM 45337C102   6,310,718 101,377 SH   SOLE   101,377 0 0
INFOSYS LTD SPONSORED ADR 456788108   3,097,653 192,760 SH   SOLE   192,760 0 0
ING GROEP N.V. SPONSORED ADR 456837103   215,776 16,019 SH   SOLE   16,019 0 0
INGERSOLL RAND INC COM 45687V106   1,334,520 20,418 SH   SOLE   20,418 0 0
INMODE LTD SHS M5425M103   1,183,285 31,681 SH   SOLE   31,681 0 0
INSIGHT ENTERPRISES INC COM 45765U103   392,338 2,681 SH   SOLE   2,681 0 0
INSULET CORP COM 45784P101   247,684 859 SH   SOLE   859 0 0
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208   699,909 17,017 SH   SOLE   17,017 0 0
INTEGRAL AD SCIENCE HLDNG CO COM 45828L108   402,842 22,405 SH   SOLE   22,405 0 0
INTELLIA THERAPEUTICS INC COM 45826J105   473,415 11,609 SH   SOLE   11,609 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107   1,560,387 18,784 SH   SOLE   18,784 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   392,840 3,474 SH   SOLE   3,474 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101   2,719,192 34,165 SH   SOLE   34,165 0 0
INTRA-CELLULAR THERAPIES INC COM 46116X101   419,495 6,625 SH   SOLE   6,625 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   333,050 974 SH   SOLE   974 0 0
IONIS PHARMACEUTICALS INC COM 462222100   253,483 6,178 SH   SOLE   6,178 0 0
IONQ INC COM 46222L108   4,509,238 333,277 SH   SOLE   333,277 0 0
IOVANCE BIOTHERAPEUTICS INC COM 462260100   931,033 132,249 SH   SOLE   132,249 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102   660,895 10,639 SH   SOLE   10,639 0 0
JABIL INC COM 466313103   2,102,261 19,478 SH   SOLE   19,478 0 0
JACOBS SOLUTIONS INC COM 46982L108   1,438,331 12,098 SH   SOLE   12,098 0 0
JD.COM INC SPON ADR CL A 47215P106   3,525,424 103,294 SH   SOLE   103,294 0 0
JEFFERIES FINL GROUP INC COM 47233W109   354,057 10,674 SH   SOLE   10,674 0 0
JETBLUE AWYS CORP COM 477143101   168,464 19,014 SH   SOLE   19,014 0 0
JOHNSON CTLS INTL PLC SHS G51502105   2,017,830 29,613 SH   SOLE   29,613 0 0
KB HOME COM 48666K109   350,490 6,778 SH   SOLE   6,778 0 0
KBR INC COM 48242W106   511,697 7,865 SH   SOLE   7,865 0 0
KELLOGG CO COM 487836108   2,269,291 33,669 SH   SOLE   33,669 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104   1,211,486 21,805 SH   SOLE   21,805 0 0
KOHLS CORP COM 500255104   2,806,683 121,765 SH   SOLE   121,765 0 0
KULICKE & SOFFA INDS INC COM 501242101   580,173 9,759 SH   SOLE   9,759 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109   1,124,503 5,744 SH   SOLE   5,744 0 0
LAMB WESTON HLDGS INC COM 513272104   2,268,423 19,734 SH   SOLE   19,734 0 0
LAS VEGAS SANDS CORP COM 517834107   5,405,774 93,203 SH   SOLE   93,203 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104   3,329,210 34,654 SH   SOLE   34,654 0 0
LAUDER ESTEE COS INC CL A 518439104   1,882,499 9,586 SH   SOLE   9,586 0 0
LEGEND BIOTECH CORP SPONSORED ADS 52490G102   214,890 3,113 SH   SOLE   3,113 0 0
LENNAR CORP CL A 526057104   2,180,394 17,400 SH   SOLE   17,400 0 0
LESLIES INC COM 527064109   239,238 25,478 SH   SOLE   25,478 0 0
LEVI STRAUSS & CO NEW CL A COM STK 52736R102   201,371 13,955 SH   SOLE   13,955 0 0
LI AUTO INC SPONSORED ADS 50202M102   935,064 26,640 SH   SOLE   26,640 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120   2,794,617 157,266 SH   SOLE   157,266 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104   757,672 44,939 SH   SOLE   44,939 0 0
LOUISIANA PAC CORP COM 546347105   702,188 9,365 SH   SOLE   9,365 0 0
LPL FINL HLDGS INC COM 50212V100   331,146 1,523 SH   SOLE   1,523 0 0
LULULEMON ATHLETICA INC COM 550021109   2,201,356 5,816 SH   SOLE   5,816 0 0
LUMINAR TECHNOLOGIES INC COM CL A 550424105   2,300,197 334,331 SH   SOLE   334,331 0 0
MACYS INC COM 55616P104   249,273 15,531 SH   SOLE   15,531 0 0
MAGNOLIA OIL & GAS CORP CL A 559663109   1,173,598 56,153 SH   SOLE   56,153 0 0
MANHATTAN ASSOCIATES INC COM 562750109   611,833 3,061 SH   SOLE   3,061 0 0
MARATHON PETE CORP COM 56585A102   1,294,493 11,102 SH   SOLE   11,102 0 0
MARKEL GROUP INC COM 570535104   419,104 303 SH   SOLE   303 0 0
MARKETAXESS HLDGS INC COM 57060D108   414,874 1,587 SH   SOLE   1,587 0 0
MARVELL TECHNOLOGY INC COM 573874104   1,497,848 25,056 SH   SOLE   25,056 0 0
MASCO CORP COM 574599106   656,255 11,437 SH   SOLE   11,437 0 0
MATADOR RES CO COM 576485205   802,327 15,335 SH   SOLE   15,335 0 0
MATTEL INC COM 577081102   226,234 11,578 SH   SOLE   11,578 0 0
MAXEON SOLAR TECHNOLOGIES LT SHS Y58473102   1,114,207 39,567 SH   SOLE   39,567 0 0
MELCO RESORTS AND ENTMNT LTD ADR 585464100   560,439 45,900 SH   SOLE   45,900 0 0
MERCADOLIBRE INC COM 58733R102   463,179 391 SH   SOLE   391 0 0
MERIT MED SYS INC COM 589889104   320,592 3,833 SH   SOLE   3,833 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   561,550 6,268 SH   SOLE   6,268 0 0
MICROSOFT CORP COM 594918104   7,281,086 21,381 SH   SOLE   21,381 0 0
MICROSTRATEGY INC CL A NEW 594972408   2,370,916 6,924 SH   SOLE   6,924 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104   436,759 11,368 SH   SOLE   11,368 0 0
MOLSON COORS BEVERAGE CO CL B 60871R209   901,152 13,687 SH   SOLE   13,687 0 0
MONDELEZ INTL INC CL A 609207105   1,283,525 17,597 SH   SOLE   17,597 0 0
MOODYS CORP COM 615369105   339,722 977 SH   SOLE   977 0 0
MORGAN STANLEY COM NEW 617446448   1,233,432 14,443 SH   SOLE   14,443 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307   552,540 1,884 SH   SOLE   1,884 0 0
MSCI INC COM 55354G100   5,505,241 11,731 SH   SOLE   11,731 0 0
MUELLER INDS INC COM 624756102   674,151 7,724 SH   SOLE   7,724 0 0
MURPHY USA INC COM 626755102   723,953 2,327 SH   SOLE   2,327 0 0
NAPCO SEC TECHNOLOGIES INC COM 630402105   212,127 6,122 SH   SOLE   6,122 0 0
NASDAQ INC COM 631103108   7,260,154 145,640 SH   SOLE   145,640 0 0
NATIONAL VISION HLDGS INC COM 63845R107   284,120 11,697 SH   SOLE   11,697 0 0
NAVIENT CORPORATION COM 63938C108   882,940 47,521 SH   SOLE   47,521 0 0
NAVITAS SEMICONDUCTOR CORP COM 63942X106   203,222 19,281 SH   SOLE   19,281 0 0
NETAPP INC COM 64110D104   1,295,668 16,959 SH   SOLE   16,959 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109   606,349 6,430 SH   SOLE   6,430 0 0
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581206   370,258 9,376 SH   SOLE   9,376 0 0
NEW YORK CMNTY BANCORP INC COM 649445103   416,217 37,030 SH   SOLE   37,030 0 0
NEWMONT CORP COM 651639106   3,520,644 82,528 SH   SOLE   82,528 0 0
NEXTIER OILFIELD SOLUTIONS COM 65290C105   314,652 35,196 SH   SOLE   35,196 0 0
NORTHERN TR CORP COM 665859104   1,502,002 20,259 SH   SOLE   20,259 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104   6,647,078 305,332 SH   SOLE   305,332 0 0
NOVOCURE LTD ORD SHS G6674U108   2,727,878 65,732 SH   SOLE   65,732 0 0
NOVO-NORDISK A S ADR 670100205   2,396,055 14,806 SH   SOLE   14,806 0 0
NRG ENERGY INC COM NEW 629377508   3,788,056 101,312 SH   SOLE   101,312 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   1,044,549 132,389 SH   SOLE   132,389 0 0
NUCOR CORP COM 670346105   694,455 4,235 SH   SOLE   4,235 0 0
NUTANIX INC CL A 67059N108   202,521 7,220 SH   SOLE   7,220 0 0
NVENT ELECTRIC PLC SHS G6700G107   298,808 5,783 SH   SOLE   5,783 0 0
NVIDIA CORPORATION COM 67066G104   2,606,649 6,162 SH   SOLE   6,162 0 0
OCCIDENTAL PETE CORP COM 674599105   4,536,126 77,145 SH   SOLE   77,145 0 0
O-I GLASS INC COM 67098H104   204,277 9,577 SH   SOLE   9,577 0 0
OKTA INC CL A 679295105   252,573 3,642 SH   SOLE   3,642 0 0
OMNICOM GROUP INC COM 681919106   706,584 7,426 SH   SOLE   7,426 0 0
ON SEMICONDUCTOR CORP COM 682189105   1,704,615 18,023 SH   SOLE   18,023 0 0
OPTION CARE HEALTH INC COM NEW 68404L201   4,369,028 134,473 SH   SOLE   134,473 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   325,757 341 SH   SOLE   341 0 0
ORGANON & CO COMMON STOCK 68622V106   439,112 21,101 SH   SOLE   21,101 0 0
OVERSTOCK COM INC DEL COM 690370101   2,898,046 88,979 SH   SOLE   88,979 0 0
OVINTIV INC COM 69047Q102   665,502 17,481 SH   SOLE   17,481 0 0
OWENS CORNING NEW COM 690742101   298,584 2,288 SH   SOLE   2,288 0 0
PACCAR INC COM 693718108   1,724,194 20,612 SH   SOLE   20,612 0 0
PACIFIC BIOSCIENCES CALIF IN COM 69404D108   264,710 19,903 SH   SOLE   19,903 0 0
PACKAGING CORP AMER COM 695156109   589,830 4,463 SH   SOLE   4,463 0 0
PAGERDUTY INC COM 69553P100   523,222 23,275 SH   SOLE   23,275 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   5,261,455 343,213 SH   SOLE   343,213 0 0
PAR PAC HOLDINGS INC COM NEW 69888T207   531,881 19,988 SH   SOLE   19,988 0 0
PARAMOUNT GLOBAL CLASS B COM 92556H206   1,603,426 100,781 SH   SOLE   100,781 0 0
PARKER-HANNIFIN CORP COM 701094104   1,674,442 4,293 SH   SOLE   4,293 0 0
PATTERSON COS INC COM 703395103   960,649 28,883 SH   SOLE   28,883 0 0
PATTERSON-UTI ENERGY INC COM 703481101   220,068 18,385 SH   SOLE   18,385 0 0
PAYCHEX INC COM 704326107   3,062,665 27,377 SH   SOLE   27,377 0 0
PAYCOM SOFTWARE INC COM 70432V102   474,471 1,477 SH   SOLE   1,477 0 0
PAYLOCITY HLDG CORP COM 70438V106   291,557 1,580 SH   SOLE   1,580 0 0
PAYPAL HLDGS INC COM 70450Y103   282,134 4,228 SH   SOLE   4,228 0 0
PDC ENERGY INC COM 69327R101   1,279,239 17,982 SH   SOLE   17,982 0 0
PENN ENTERTAINMENT INC COM 707569109   1,608,712 66,946 SH   SOLE   66,946 0 0
PENSKE AUTOMOTIVE GRP INC COM 70959W103   270,440 1,623 SH   SOLE   1,623 0 0
PETCO HEALTH & WELLNESS CO I COM 71601V105   94,278 10,593 SH   SOLE   10,593 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408   1,572,056 113,670 SH   SOLE   113,670 0 0
PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101   2,983,322 241,174 SH   SOLE   241,174 0 0
PHILIP MORRIS INTL INC COM 718172109   3,355,102 34,369 SH   SOLE   34,369 0 0
PHILLIPS 66 COM 718546104   2,010,038 21,074 SH   SOLE   21,074 0 0
PINTEREST INC CL A 72352L106   5,169,775 189,092 SH   SOLE   189,092 0 0
PIONEER NAT RES CO COM 723787107   529,966 2,558 SH   SOLE   2,558 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207   447,273 30,160 SH   SOLE   30,160 0 0
POLARIS INC COM 731068102   303,534 2,510 SH   SOLE   2,510 0 0
POWER INTEGRATIONS INC COM 739276103   293,856 3,104 SH   SOLE   3,104 0 0
PPG INDS INC COM 693506107   3,321,920 22,400 SH   SOLE   22,400 0 0
PREMIER INC CL A 74051N102   694,598 25,112 SH   SOLE   25,112 0 0
PROGRESSIVE CORP COM 743315103   1,188,947 8,982 SH   SOLE   8,982 0 0
PROTAGONIST THERAPEUTICS INC COM 74366E102   748,281 27,092 SH   SOLE   27,092 0 0
PURE STORAGE INC CL A 74624M102   740,708 20,117 SH   SOLE   20,117 0 0
Q2 HLDGS INC COM 74736L109   1,159,832 37,535 SH   SOLE   37,535 0 0
QIAGEN NV SHS NEW N72482123   799,057 17,745 SH   SOLE   17,745 0 0
QORVO INC COM 74736K101   497,702 4,878 SH   SOLE   4,878 0 0
QUALYS INC COM 74758T303   221,785 1,717 SH   SOLE   1,717 0 0
QUANTA SVCS INC COM 74762E102   788,747 4,015 SH   SOLE   4,015 0 0
QUANTUMSCAPE CORP COM CL A 74767V109   185,024 23,157 SH   SOLE   23,157 0 0
RALPH LAUREN CORP CL A 751212101   311,826 2,529 SH   SOLE   2,529 0 0
RAPID7 INC COM 753422104   1,749,755 38,643 SH   SOLE   38,643 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101   1,640,536 16,747 SH   SOLE   16,747 0 0
RESMED INC COM 761152107   5,666,798 25,935 SH   SOLE   25,935 0 0
REVANCE THERAPEUTICS INC COM 761330109   1,789,341 70,697 SH   SOLE   70,697 0 0
REVOLUTION MEDICINES INC COM 76155X100   248,855 9,303 SH   SOLE   9,303 0 0
ROBLOX CORP CL A 771049103   2,563,362 63,607 SH   SOLE   63,607 0 0
ROKU INC COM CL A 77543R102   2,788,272 43,594 SH   SOLE   43,594 0 0
ROLLINS INC COM 775711104   798,137 18,635 SH   SOLE   18,635 0 0
ROSS STORES INC COM 778296103   970,149 8,652 SH   SOLE   8,652 0 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104   980,729 31,904 SH   SOLE   31,904 0 0
S&P GLOBAL INC COM 78409V104   428,151 1,068 SH   SOLE   1,068 0 0
SALESFORCE INC COM 79466L302   4,591,525 21,734 SH   SOLE   21,734 0 0
SALLY BEAUTY HLDGS INC COM 79546E104   471,177 38,152 SH   SOLE   38,152 0 0
SAMSARA INC COM CL A 79589L106   500,387 18,058 SH   SOLE   18,058 0 0
SCHLUMBERGER LTD COM STK 806857108   3,031,146 61,709 SH   SOLE   61,709 0 0
SCIENCE APPLICATIONS INTL CO COM 808625107   352,400 3,133 SH   SOLE   3,133 0 0
SEA LTD SPONSORD ADS 81141R100   1,655,649 28,526 SH   SOLE   28,526 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   942,218 15,229 SH   SOLE   15,229 0 0
SEI INVTS CO COM 784117103   271,211 4,549 SH   SOLE   4,549 0 0
SEMTECH CORP COM 816850101   564,143 22,158 SH   SOLE   22,158 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102   870,107 19,340 SH   SOLE   19,340 0 0
SERVICENOW INC COM 81762P102   4,290,641 7,635 SH   SOLE   7,635 0 0
SHERWIN WILLIAMS CO COM 824348106   880,199 3,315 SH   SOLE   3,315 0 0
SHUTTERSTOCK INC COM 825690100   2,406,391 49,443 SH   SOLE   49,443 0 0
SKECHERS U S A INC CL A 830566105   2,424,308 46,037 SH   SOLE   46,037 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   710,851 6,422 SH   SOLE   6,422 0 0
SMART GLOBAL HLDGS INC SHS G8232Y101   1,441,188 49,679 SH   SOLE   49,679 0 0
SMITH A O CORP COM 831865209   684,569 9,406 SH   SOLE   9,406 0 0
SNAP INC CL A 83304A106   2,192,650 185,190 SH   SOLE   185,190 0 0
SNAP ON INC COM 833034101   305,481 1,060 SH   SOLE   1,060 0 0
SONOS INC COM 83570H108   218,969 13,409 SH   SOLE   13,409 0 0
SOUTHERN CO COM 842587107   214,965 3,060 SH   SOLE   3,060 0 0
SOUTHERN COPPER CORP COM 84265V105   909,161 12,673 SH   SOLE   12,673 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109   436,361 14,949 SH   SOLE   14,949 0 0
SPX TECHNOLOGIES INC COM 78473E103   329,854 3,882 SH   SOLE   3,882 0 0
SQUARESPACE INC CLASS A 85225A107   516,499 16,376 SH   SOLE   16,376 0 0
STAAR SURGICAL CO COM PAR $0.01 852312305   517,289 9,840 SH   SOLE   9,840 0 0
STARBUCKS CORP COM 855244109   2,767,439 27,937 SH   SOLE   27,937 0 0
STATE STR CORP COM 857477103   1,557,051 21,277 SH   SOLE   21,277 0 0
STELLANTIS N.V SHS N82405106   2,747,799 156,659 SH   SOLE   156,659 0 0
STEM INC COM 85859N102   99,917 17,468 SH   SOLE   17,468 0 0
STERIS PLC SHS USD G8473T100   596,872 2,653 SH   SOLE   2,653 0 0
STIFEL FINL CORP COM 860630102   777,261 13,026 SH   SOLE   13,026 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104   3,066,632 167,484 SH   SOLE   167,484 0 0
SUNPOWER CORP COM 867652406   2,209,939 225,504 SH   SOLE   225,504 0 0
SYNAPTICS INC COM 87157D109   426,388 4,994 SH   SOLE   4,994 0 0
SYNOPSYS INC COM 871607107   673,144 1,546 SH   SOLE   1,546 0 0
SYSCO CORP COM 871829107   618,086 8,330 SH   SOLE   8,330 0 0
TAL EDUCATION GROUP SPONSORED ADS 874080104   883,957 148,315 SH   SOLE   148,315 0 0
TANDEM DIABETES CARE INC COM NEW 875372203   1,272,669 51,861 SH   SOLE   51,861 0 0
TAPESTRY INC COM 876030107   793,640 18,543 SH   SOLE   18,543 0 0
TARGET CORP COM 87612E106   5,293,411 40,132 SH   SOLE   40,132 0 0
TE CONNECTIVITY LTD SHS H84989104   306,390 2,186 SH   SOLE   2,186 0 0
TECHNIPFMC PLC COM G87110105   319,486 19,223 SH   SOLE   19,223 0 0
TECK RESOURCES LTD CL B 878742204   1,390,605 33,031 SH   SOLE   33,031 0 0
TECNOGLASS INC ORD SHS G87264100   632,473 12,243 SH   SOLE   12,243 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105   732,598 1,782 SH   SOLE   1,782 0 0
TENABLE HLDGS INC COM 88025T102   206,993 4,753 SH   SOLE   4,753 0 0
TENARIS S A SPONSORED ADS 88031M109   2,364,133 78,936 SH   SOLE   78,936 0 0
TENET HEALTHCARE CORP COM NEW 88033G407   689,451 8,472 SH   SOLE   8,472 0 0
TERADYNE INC COM 880770102   6,121,703 54,987 SH   SOLE   54,987 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209   92,318 12,260 SH   SOLE   12,260 0 0
TEXAS INSTRS INC COM 882508104   1,340,609 7,447 SH   SOLE   7,447 0 0
THE TRADE DESK INC COM CL A 88339J105   3,003,317 38,893 SH   SOLE   38,893 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   4,337,308 8,313 SH   SOLE   8,313 0 0
TJX COS INC NEW COM 872540109   1,349,178 15,912 SH   SOLE   15,912 0 0
TOAST INC CL A 888787108   580,072 25,701 SH   SOLE   25,701 0 0
TOLL BROTHERS INC COM 889478103   841,700 10,645 SH   SOLE   10,645 0 0
TORO CO COM 891092108   534,476 5,258 SH   SOLE   5,258 0 0
TRACTOR SUPPLY CO COM 892356106   2,134,057 9,652 SH   SOLE   9,652 0 0
TRANSOCEAN LTD REG SHS H8817H100   779,912 111,257 SH   SOLE   111,257 0 0
TRANSUNION COM 89400J107   341,362 4,358 SH   SOLE   4,358 0 0
TREX CO INC COM 89531P105   210,579 3,212 SH   SOLE   3,212 0 0
TRUPANION INC COM 898202106   1,322,043 67,177 SH   SOLE   67,177 0 0
TWILIO INC CL A 90138F102   455,646 7,162 SH   SOLE   7,162 0 0
TYSON FOODS INC CL A 902494103   777,084 15,225 SH   SOLE   15,225 0 0
UFP INDUSTRIES INC COM 90278Q108   321,138 3,309 SH   SOLE   3,309 0 0
UIPATH INC CL A 90364P105   1,648,632 99,495 SH   SOLE   99,495 0 0
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108   636,779 13,804 SH   SOLE   13,804 0 0
UNDER ARMOUR INC CL C 904311206   200,354 29,859 SH   SOLE   29,859 0 0
UNDER ARMOUR INC CL A 904311107   218,282 30,233 SH   SOLE   30,233 0 0
UNION PAC CORP COM 907818108   1,504,571 7,353 SH   SOLE   7,353 0 0
UNITED AIRLS HLDGS INC COM 910047109   1,381,846 25,184 SH   SOLE   25,184 0 0
UNITED RENTALS INC COM 911363109   281,474 632 SH   SOLE   632 0 0
UNITED STATES STL CORP NEW COM 912909108   517,632 20,697 SH   SOLE   20,697 0 0
UNITEDHEALTH GROUP INC COM 91324P102   3,003,039 6,248 SH   SOLE   6,248 0 0
UNITY SOFTWARE INC COM 91332U101   3,898,117 89,777 SH   SOLE   89,777 0 0
UPSTART HLDGS INC COM 91680M107   1,968,870 54,981 SH   SOLE   54,981 0 0
UPWORK INC COM 91688F104   155,754 16,676 SH   SOLE   16,676 0 0
US BANCORP DEL COM NEW 902973304   269,573 8,159 SH   SOLE   8,159 0 0
VALMONT INDS INC COM 920253101   336,745 1,157 SH   SOLE   1,157 0 0
VARONIS SYS INC COM 922280102   354,019 13,284 SH   SOLE   13,284 0 0
VENTYX BIOSCIENCES INC COM 92332V107   301,235 9,184 SH   SOLE   9,184 0 0
VERISIGN INC COM 92343E102   301,670 1,335 SH   SOLE   1,335 0 0
VERISK ANALYTICS INC COM 92345Y106   1,204,740 5,330 SH   SOLE   5,330 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   3,638,046 10,338 SH   SOLE   10,338 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   2,256,770 91,109 SH   SOLE   91,109 0 0
VICTORIAS SECRET AND CO COMMON STOCK 926400102   1,026,714 58,905 SH   SOLE   58,905 0 0
VIPSHOP HOLDINGS LIMITED SPONSORED ADS A 92763W103   1,128,303 68,382 SH   SOLE   68,382 0 0
VISA INC COM CL A 92826C839   2,140,170 9,012 SH   SOLE   9,012 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108   499,153 16,978 SH   SOLE   16,978 0 0
VITAL ENERGY INC COM 516806205   367,024 8,129 SH   SOLE   8,129 0 0
VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308   514,212 54,414 SH   SOLE   54,414 0 0
WABTEC COM 929740108   295,451 2,694 SH   SOLE   2,694 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104   467,516 37,282 SH   SOLE   37,282 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203   1,537,536 58,932 SH   SOLE   58,932 0 0
WASTE CONNECTIONS INC COM 94106B101   271,281 1,898 SH   SOLE   1,898 0 0
WATERS CORP COM 941848103   278,801 1,046 SH   SOLE   1,046 0 0
WEC ENERGY GROUP INC COM 92939U106   656,506 7,440 SH   SOLE   7,440 0 0
WESTERN DIGITAL CORP. COM 958102105   997,862 26,308 SH   SOLE   26,308 0 0
WHEATON PRECIOUS METALS CORP COM 962879102   493,659 11,422 SH   SOLE   11,422 0 0
WILLIAMS COS INC COM 969457100   1,351,730 41,426 SH   SOLE   41,426 0 0
WILLIAMS SONOMA INC COM 969904101   941,053 7,520 SH   SOLE   7,520 0 0
WIX COM LTD SHS M98068105   289,097 3,695 SH   SOLE   3,695 0 0
WOLFSPEED INC COM 977852102   1,188,347 21,377 SH   SOLE   21,377 0 0
XCEL ENERGY INC COM 98389B100   277,030 4,456 SH   SOLE   4,456 0 0
XEROX HOLDINGS CORP COM NEW 98421M106   265,146 17,807 SH   SOLE   17,807 0 0
XPENG INC ADS 98422D105   1,261,037 93,967 SH   SOLE   93,967 0 0
YETI HLDGS INC COM 98585X104   411,160 10,586 SH   SOLE   10,586 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100   1,806,857 121,347 SH   SOLE   121,347 0 0
YUM CHINA HLDGS INC COM 98850P109   2,422,833 42,882 SH   SOLE   42,882 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105   556,456 1,881 SH   SOLE   1,881 0 0
ZIM INTEGRATED SHIPPING SERV SHS M9T951109   1,672,947 135,024 SH   SOLE   135,024 0 0
ZOETIS INC CL A 98978V103   2,543,025 14,767 SH   SOLE   14,767 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101   1,054,041 15,528 SH   SOLE   15,528 0 0