0001603328-21-000007.txt : 20211110 0001603328-21-000007.hdr.sgml : 20211110 20211110094626 ACCESSION NUMBER: 0001603328-21-000007 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211110 DATE AS OF CHANGE: 20211110 EFFECTIVENESS DATE: 20211110 FILER: COMPANY DATA: COMPANY CONFORMED NAME: FORSTA AP-FONDEN CENTRAL INDEX KEY: 0001603328 IRS NUMBER: 000000000 STATE OF INCORPORATION: V7 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17190 FILM NUMBER: 211394815 BUSINESS ADDRESS: STREET 1: REGERINGSGATAN 28 CITY: STOCKHOLM STATE: V7 ZIP: 10325 BUSINESS PHONE: 0046856620200 MAIL ADDRESS: STREET 1: REGERINGSGATAN 28 CITY: STOCKHOLM STATE: V7 ZIP: 10325 13F-HR 1 primary_doc.xml 13F-HR LIVE false true true 0001603328 XXXXXXXX 09-30-2021 09-30-2021 FORSTA AP-FONDEN
REGERINGSGATAN 28 STOCKHOLM V7 10325
13F HOLDINGS REPORT 028-17190 N
Jenny Wentzel Head of Compliance 0046856620277 Jenny Wentzel Stockholm V7 11-10-2021 0 557 8823905 false
INFORMATION TABLE 2 13Freport_2021-09-30.xml 3M Co COM 88579Y101 32575 185700 SH SOLE 185700 0 0 A O Smith Corp COM 831865209 4440 72700 SH SOLE 72700 0 0 ABIOMED Inc COM 003654100 3516 10800 SH SOLE 10800 0 0 AGNC Investment Corp COM 00123Q104 4968 315000 SH SOLE 315000 0 0 AMERCO COM 023586100 1550 2400 SH SOLE 2400 0 0 AMETEK Inc COM 031100100 4142 33400 SH SOLE 33400 0 0 ANSYS Inc COM 03662Q105 6979 20500 SH SOLE 20500 0 0 AT&T Inc COM 00206R102 46220 1711200 SH SOLE 1711200 0 0 AbbVie Inc COM 00287Y109 45949 425962 SH SOLE 425962 0 0 Abbott Laboratories COM 002824100 40483 342700 SH SOLE 342700 0 0 Accenture PLC SHS CLASS A G1151C101 51356 160529 SH SOLE 160529 0 0 Activision Blizzard Inc COM 00507V109 11686 151000 SH SOLE 151000 0 0 Adobe Inc COM 00724F101 64999 112900 SH SOLE 112900 0 0 Advance Auto Parts Inc COM 00751Y106 480 2300 SH SOLE 2300 0 0 Advanced Micro Devices Inc COM 007903107 31457 305700 SH SOLE 305700 0 0 Aflac Inc COM 001055102 11098 212900 SH SOLE 212900 0 0 Agilent Technologies Inc COM 00846U101 14493 92000 SH SOLE 92000 0 0 Air Products and Chemicals Inc COM 009158106 7478 29200 SH SOLE 29200 0 0 Akamai Technologies Inc COM 00971T101 4456 42600 SH SOLE 42600 0 0 Albemarle Corp COM 012653101 5036 23000 SH SOLE 23000 0 0 Alcon Inc ORD SHS H01301128 0 83896 SH SOLE 83896 0 0 Alexandria Real Estate Equitie COM 015271109 7184 37600 SH SOLE 37600 0 0 Algonquin Power & Utilities Co COM 015857105 4934 336600 SH SOLE 336600 0 0 Align Technology Inc COM 016255101 15172 22800 SH SOLE 22800 0 0 Allegion plc ORD SHS G0176J109 1626 12300 SH SOLE 12300 0 0 Allstate Corp/The COM 020002101 12706 99800 SH SOLE 99800 0 0 Ally Financial Inc COM 02005N100 4630 90700 SH SOLE 90700 0 0 Alnylam Pharmaceuticals Inc COM 02043Q107 4399 23300 SH SOLE 23300 0 0 Alphabet Inc CAP STK CL C 02079K107 179109 67200 SH SOLE 67200 0 0 Alphabet Inc CAP STK CL A 02079K305 187414 70100 SH SOLE 70100 0 0 Amazon.com Inc COM 023135106 325547 99100 SH SOLE 99100 0 0 Amcor PLC ORD G0250X107 7821 674800 SH SOLE 674800 0 0 Ameren Corp COM 023608102 2147 26500 SH SOLE 26500 0 0 American Express Co COM 025816109 23437 139900 SH SOLE 139900 0 0 American Financial Group Inc/O COM 025932104 4920 39100 SH SOLE 39100 0 0 American International Group I COM NEW 026874784 9611 175100 SH SOLE 175100 0 0 American Tower Corp COM 03027X100 31451 118500 SH SOLE 118500 0 0 American Water Works Co Inc COM 030420103 6593 39000 SH SOLE 39000 0 0 Ameriprise Financial Inc COM 03076C106 6788 25700 SH SOLE 25700 0 0 AmerisourceBergen Corp COM 03073E105 8517 71300 SH SOLE 71300 0 0 Amgen Inc COM 031162100 25858 121600 SH SOLE 121600 0 0 Amphenol Corp CL A 032095101 12471 170300 SH SOLE 170300 0 0 Analog Devices Inc COM 032654105 19800 118222 SH SOLE 118222 0 0 Annaly Capital Management Inc COM 035710409 5907 701500 SH SOLE 701500 0 0 Anthem Inc COM 036752103 25201 67600 SH SOLE 67600 0 0 Aon PLC SHS CL A G0403H108 18518 64800 SH SOLE 64800 0 0 Apollo Global Management Inc COM CL A 03768E105 6405 104000 SH SOLE 104000 0 0 Apple Inc COM 037833100 545044 3851900 SH SOLE 3851900 0 0 Applied Materials Inc COM 038222105 26583 206500 SH SOLE 206500 0 0 Aptiv PLC SHS G6095L109 11158 74900 SH SOLE 74900 0 0 Arch Capital Group Ltd ORD G0450A105 3020 79100 SH SOLE 79100 0 0 Archer-Daniels-Midland Co COM 039483102 7255 120900 SH SOLE 120900 0 0 Arista Networks Inc COM 040413106 5498 16000 SH SOLE 16000 0 0 Arrow Electronics Inc COM 042735100 3066 27300 SH SOLE 27300 0 0 Arthur J Gallagher & Co COM 363576109 5218 35100 SH SOLE 35100 0 0 Assurant Inc COM 04621X108 3565 22600 SH SOLE 22600 0 0 Athene Holding Ltd CL A G0684D107 1302 18900 SH SOLE 18900 0 0 Atmos Energy Corp COM 049560105 150 1700 SH SOLE 1700 0 0 AutoZone Inc COM 053332102 6452 3800 SH SOLE 3800 0 0 Autodesk Inc COM 052769106 19876 69700 SH SOLE 69700 0 0 Automatic Data Processing Inc COM 053015103 21831 109200 SH SOLE 109200 0 0 Avalara Inc COM 05338G106 3024 17300 SH SOLE 17300 0 0 AvalonBay Communities Inc COM 053484101 6383 28800 SH SOLE 28800 0 0 Avantor Inc COM 05352A100 10695 261500 SH SOLE 261500 0 0 Avery Dennison Corp COM 053611109 5367 25900 SH SOLE 25900 0 0 B2Gold Corp COM 11777Q209 3295 964000 SH SOLE 964000 0 0 BCE Inc COM NEW 05534B760 8339 166500 SH SOLE 166500 0 0 Ball Corp COM 058498106 7450 82800 SH SOLE 82800 0 0 Bank of America Corp COM 060505104 69130 1628500 SH SOLE 1628500 0 0 Bank of Montreal COM 063671101 16889 169200 SH SOLE 169200 0 0 Bank of New York Mellon Corp/T COM 064058100 9326 179900 SH SOLE 179900 0 0 Bank of Nova Scotia/The COM 064149107 19218 312300 SH SOLE 312300 0 0 Barrick Gold Corp COM 067901108 8747 484544 SH SOLE 484544 0 0 Bath & Body Works Inc COM 070830104 6045 95900 SH SOLE 95900 0 0 Baxter International Inc COM 071813109 9925 123400 SH SOLE 123400 0 0 Becton Dickinson and Co COM 075887109 15290 62200 SH SOLE 62200 0 0 Bentley Systems Inc COM CL B 08265T208 6858 113100 SH SOLE 113100 0 0 Berkshire Hathaway Inc CL B NEW 084670702 79398 290900 SH SOLE 290900 0 0 Best Buy Co Inc COM 086516101 11956 113100 SH SOLE 113100 0 0 Bio-Rad Laboratories Inc CL A 090572207 2536 3400 SH SOLE 3400 0 0 Bio-Techne Corp COM 09073M104 5136 10600 SH SOLE 10600 0 0 BioMarin Pharmaceutical Inc COM 09061G101 3169 41000 SH SOLE 41000 0 0 Biogen Inc COM 09062X103 8886 31400 SH SOLE 31400 0 0 Black Knight Inc COM 09215C105 821 11400 SH SOLE 11400 0 0 BlackRock Inc COM 09247X101 28431 33900 SH SOLE 33900 0 0 Blackstone Inc COM 09260D107 14403 123800 SH SOLE 123800 0 0 Booking Holdings Inc COM 09857L108 19228 8100 SH SOLE 8100 0 0 BorgWarner Inc COM 099724106 1136 26300 SH SOLE 26300 0 0 Boston Properties Inc COM 101121101 5363 49500 SH SOLE 49500 0 0 Boston Scientific Corp COM 101137107 11598 267300 SH SOLE 267300 0 0 Bristol-Myers Squibb Co COM 110122108 32585 550700 SH SOLE 550700 0 0 Broadcom Inc COM 11135F101 35642 73500 SH SOLE 73500 0 0 Broadridge Financial Solutions COM 11133T103 10165 61000 SH SOLE 61000 0 0 Brown-Forman Corp CL B 115637209 7733 115400 SH SOLE 115400 0 0 Bunge Ltd COM G16962105 5448 67000 SH SOLE 67000 0 0 Burlington Stores Inc COM 122017106 5019 17700 SH SOLE 17700 0 0 CAE Inc COM 124765108 251 8400 SH SOLE 8400 0 0 CBRE Group Inc CL A 12504L109 12783 131300 SH SOLE 131300 0 0 CDW Corp/DE COM 12514G108 9756 53600 SH SOLE 53600 0 0 CGI Inc CL A SUB VTG 12532H104 450 5300 SH SOLE 5300 0 0 CH Robinson Worldwide Inc COM NEW 12541W209 8865 101900 SH SOLE 101900 0 0 CIBC COM 136069101 16361 147000 SH SOLE 147000 0 0 CME Group Inc COM 12572Q105 14329 74100 SH SOLE 74100 0 0 CMS Energy Corp COM 125896100 4766 79800 SH SOLE 79800 0 0 CNH Industrial NV SHS N20944109 0 313172 SH SOLE 313172 0 0 CSX Corp COM 126408103 10959 368500 SH SOLE 368500 0 0 CVS Health Corp COM 126650100 28284 333300 SH SOLE 333300 0 0 Cable One Inc COM 12685J105 3989 2200 SH SOLE 2200 0 0 Cadence Design Systems Inc COM 127387108 14084 93000 SH SOLE 93000 0 0 Caesars Entertainment Inc COM 12769G100 5580 49700 SH SOLE 49700 0 0 Camden Property Trust SH BEN INT 133131102 2448 16600 SH SOLE 16600 0 0 Campbell Soup Co COM 134429109 1505 36000 SH SOLE 36000 0 0 Canadian National Railway Co COM 136375102 13834 119400 SH SOLE 119400 0 0 Canadian Pacific Railway Ltd COM 13645T100 7319 112100 SH SOLE 112100 0 0 Capital One Financial Corp COM 14040H105 12698 78400 SH SOLE 78400 0 0 CarMax Inc COM 143130102 4312 33700 SH SOLE 33700 0 0 Cardinal Health Inc COM 14149Y108 5826 117800 SH SOLE 117800 0 0 Carlyle Group Inc/The COM 14316J108 5106 108000 SH SOLE 108000 0 0 Carrier Global Corp COM 14448C104 10476 202400 SH SOLE 202400 0 0 Carvana Co CL A 146869102 4433 14700 SH SOLE 14700 0 0 Catalent Inc COM 148806102 6600 49600 SH SOLE 49600 0 0 Caterpillar Inc COM 149123101 22518 117300 SH SOLE 117300 0 0 Cboe Global Markets Inc COM 12503M108 4855 39200 SH SOLE 39200 0 0 Celanese Corp COM 150870103 8059 53500 SH SOLE 53500 0 0 Centene Corp COM 15135B101 10269 164800 SH SOLE 164800 0 0 CenterPoint Energy Inc COM 15189T107 3144 127800 SH SOLE 127800 0 0 Cerner Corp COM 156782104 7595 107700 SH SOLE 107700 0 0 Charles River Laboratories Int COM 159864107 8831 21400 SH SOLE 21400 0 0 Charles Schwab Corp/The COM 808513105 27708 380401 SH SOLE 380401 0 0 Charter Communications Inc CL A 16119P108 18844 25900 SH SOLE 25900 0 0 Chipotle Mexican Grill Inc COM 169656105 11450 6300 SH SOLE 6300 0 0 Chubb Ltd COM H1467J104 20158 116200 SH SOLE 116200 0 0 Church & Dwight Co Inc COM 171340102 5037 61000 SH SOLE 61000 0 0 Cigna Corp COM 125523100 12830 64100 SH SOLE 64100 0 0 Cincinnati Financial Corp COM 172062101 5437 47600 SH SOLE 47600 0 0 Cintas Corp COM 172908105 6547 17200 SH SOLE 17200 0 0 Cisco Systems Inc/Delaware COM 17275R102 53233 978000 SH SOLE 978000 0 0 Citigroup Inc COM NEW 172967424 31342 446600 SH SOLE 446600 0 0 Citizens Financial Group Inc COM 174610105 5187 110400 SH SOLE 110400 0 0 Citrix Systems Inc COM 177376100 827 7700 SH SOLE 7700 0 0 Clorox Co/The COM 189054109 6045 36500 SH SOLE 36500 0 0 Cloudflare Inc CL A COM 18915M107 5351 47500 SH SOLE 47500 0 0 CoStar Group Inc COM 22160N109 7074 82200 SH SOLE 82200 0 0 Coca-Cola Co/The COM 191216100 52832 1006900 SH SOLE 1006900 0 0 Coca-Cola Europacific Partners SHS G25839104 3030 54800 SH SOLE 54800 0 0 Cognex Corp COM 192422103 3449 43000 SH SOLE 43000 0 0 Cognizant Technology Solutions CL A 192446102 8331 112258 SH SOLE 112258 0 0 Colgate-Palmolive Co COM 194162103 23377 309300 SH SOLE 309300 0 0 Comcast Corp CL A 20030N101 50641 905428 SH SOLE 905428 0 0 Conagra Brands Inc COM 205887102 1612 47600 SH SOLE 47600 0 0 Consolidated Edison Inc COM 209115104 8217 113200 SH SOLE 113200 0 0 Constellation Brands Inc CL A 21036P108 5878 27900 SH SOLE 27900 0 0 Cooper Cos Inc/The COM NEW 216648402 3472 8400 SH SOLE 8400 0 0 Copart Inc COM 217204106 10779 77700 SH SOLE 77700 0 0 Corning Inc COM 219350105 5280 144700 SH SOLE 144700 0 0 Corteva Inc COM 22052L104 5685 135100 SH SOLE 135100 0 0 Costco Wholesale Corp COM 22160K105 50507 112400 SH SOLE 112400 0 0 Coupa Software Inc COM 22266L106 3529 16100 SH SOLE 16100 0 0 Crowdstrike Holdings Inc CL A 22788C105 12928 52600 SH SOLE 52600 0 0 Crown Castle International Cor COM 22822V101 19880 114700 SH SOLE 114700 0 0 Crown Holdings Inc COM 228368106 2056 20400 SH SOLE 20400 0 0 Cummins Inc COM 231021106 9723 43300 SH SOLE 43300 0 0 DENTSPLY SIRONA Inc COM 24906P109 401 6900 SH SOLE 6900 0 0 DR Horton Inc COM 23331A109 5676 67600 SH SOLE 67600 0 0 DTE Energy Co COM 233331107 7887 70600 SH SOLE 70600 0 0 DaVita Inc COM 23918K108 1453 12500 SH SOLE 12500 0 0 Danaher Corp COM 235851102 42628 140022 SH SOLE 140022 0 0 Darden Restaurants Inc COM 237194105 10239 67600 SH SOLE 67600 0 0 Datadog Inc CL A COM 23804L103 5371 38000 SH SOLE 38000 0 0 Deere & Co COM 244199105 25197 75200 SH SOLE 75200 0 0 Dell Technologies Inc CL C 24703L202 6138 59000 SH SOLE 59000 0 0 Deutsche Bank AG NAMEN AKT D18190898 0 362438 SH SOLE 362438 0 0 Dexcom Inc COM 252131107 10937 20000 SH SOLE 20000 0 0 Digital Realty Trust Inc COM 253868103 8566 59300 SH SOLE 59300 0 0 Discover Financial Services COM 254709108 8096 65900 SH SOLE 65900 0 0 DocuSign Inc COM 256163106 13489 52400 SH SOLE 52400 0 0 Dollar General Corp COM 256677105 15274 72000 SH SOLE 72000 0 0 Dollar Tree Inc COM 256746108 7514 78500 SH SOLE 78500 0 0 Dominion Energy Inc COM 25746U109 13531 185300 SH SOLE 185300 0 0 Domino's Pizza Inc COM 25754A201 4054 8500 SH SOLE 8500 0 0 DoorDash Inc CL A 25809K105 3316 16100 SH SOLE 16100 0 0 Dover Corp COM 260003108 6033 38800 SH SOLE 38800 0 0 Dow Inc COM 260557103 12801 222400 SH SOLE 222400 0 0 DraftKings Inc COM CL A 26142R104 3468 72000 SH SOLE 72000 0 0 Dropbox Inc CL A 26210C104 1064 36400 SH SOLE 36400 0 0 DuPont de Nemours Inc COM 26614N102 8315 122300 SH SOLE 122300 0 0 Duke Energy Corp COM NEW 26441C204 15936 163300 SH SOLE 163300 0 0 EPAM Systems Inc COM 29414B104 8842 15500 SH SOLE 15500 0 0 Eastman Chemical Co COM 277432100 4292 42600 SH SOLE 42600 0 0 Eaton Corp PLC SHS G29183103 12184 81600 SH SOLE 81600 0 0 Ecolab Inc COM 278865100 13018 62400 SH SOLE 62400 0 0 Edison International COM 281020107 6734 121400 SH SOLE 121400 0 0 Edwards Lifesciences Corp COM 28176E108 16812 148500 SH SOLE 148500 0 0 Elanco Animal Health Inc COM 28414H103 2676 83900 SH SOLE 83900 0 0 Electronic Arts Inc COM 285512109 9360 65800 SH SOLE 65800 0 0 Eli Lilly & Co COM 532457108 47631 206151 SH SOLE 206151 0 0 Emerson Electric Co COM 291011104 15844 168200 SH SOLE 168200 0 0 Enphase Energy Inc COM 29355A107 3899 26000 SH SOLE 26000 0 0 Entergy Corp COM 29364G103 7726 77800 SH SOLE 77800 0 0 Equifax Inc COM 294429105 7527 29700 SH SOLE 29700 0 0 Equinix Inc COM 29444U700 14459 18300 SH SOLE 18300 0 0 Equity Residential SH BEN INT 29476L107 5486 67800 SH SOLE 67800 0 0 Essential Utilities Inc COM 29670G102 304 6600 SH SOLE 6600 0 0 Essex Property Trust Inc COM 297178105 3357 10500 SH SOLE 10500 0 0 Estee Lauder Cos Inc/The CL A 518439104 17993 59990 SH SOLE 59990 0 0 Etsy Inc COM 29786A106 10585 50900 SH SOLE 50900 0 0 Everest Re Group Ltd COM G3223R108 602 2400 SH SOLE 2400 0 0 Eversource Energy COM 30040W108 6762 82700 SH SOLE 82700 0 0 Exact Sciences Corp COM 30063P105 840 8800 SH SOLE 8800 0 0 Exelon Corp COM 30161N101 11679 241600 SH SOLE 241600 0 0 Expedia Group Inc COM NEW 30212P303 6310 38500 SH SOLE 38500 0 0 Expeditors International of Wa COM 302130109 12163 102100 SH SOLE 102100 0 0 Extra Space Storage Inc COM 30225T102 6400 38100 SH SOLE 38100 0 0 F5 Networks Inc COM 315616102 2127 10700 SH SOLE 10700 0 0 FMC Corp COM NEW 302491303 4019 43900 SH SOLE 43900 0 0 Facebook Inc CL A 30303M102 166912 491800 SH SOLE 491800 0 0 FactSet Research Systems Inc COM 303075105 1816 4600 SH SOLE 4600 0 0 Fair Isaac Corp COM 303250104 2189 5500 SH SOLE 5500 0 0 Fastenal Co COM 311900104 13470 261000 SH SOLE 261000 0 0 FedEx Corp COM 31428X106 13837 63100 SH SOLE 63100 0 0 Ferguson PLC SHS G3421J106 0 58944 SH SOLE 58944 0 0 Ferrari NV COM N3167Y103 0 28208 SH SOLE 28208 0 0 Fidelity National Financial In FNF GROUP COM 31620R303 3809 84000 SH SOLE 84000 0 0 Fidelity National Information COM 31620M106 15149 124500 SH SOLE 124500 0 0 Fifth Third Bancorp COM 316773100 6799 160200 SH SOLE 160200 0 0 First Republic Bank/CA COM 33616C100 4803 24900 SH SOLE 24900 0 0 FirstEnergy Corp COM 337932107 5425 152300 SH SOLE 152300 0 0 FirstService Corp COM 33767E202 145 800 SH SOLE 800 0 0 Fiserv Inc COM 337738108 12054 111100 SH SOLE 111100 0 0 FleetCor Technologies Inc COM 339041105 3344 12800 SH SOLE 12800 0 0 Ford Motor Co COM 345370860 10406 734900 SH SOLE 734900 0 0 Fortinet Inc COM 34959E109 13025 44600 SH SOLE 44600 0 0 Fortis Inc/Canada COM 349553107 8410 189600 SH SOLE 189600 0 0 Fortune Brands Home & Security COM 34964C106 1520 17000 SH SOLE 17000 0 0 Fox Corp CL A COM 35137L105 4701 117200 SH SOLE 117200 0 0 Fox Corp CL B COM 35137L204 3471 93500 SH SOLE 93500 0 0 Franco-Nevada Corp COM 351858105 2117 16300 SH SOLE 16300 0 0 Franklin Resources Inc COM 354613101 606 20400 SH SOLE 20400 0 0 Futu Holdings Ltd SPON ADS CL A 36118L106 883 9700 SH SOLE 9700 0 0 Garmin Ltd SHS H2906T109 6918 44500 SH SOLE 44500 0 0 Gartner Inc COM 366651107 9025 29700 SH SOLE 29700 0 0 Generac Holdings Inc COM 368736104 6702 16400 SH SOLE 16400 0 0 General Electric Co COM NEW 369604301 20567 199625 SH SOLE 199625 0 0 General Mills Inc COM 370334104 11713 195800 SH SOLE 195800 0 0 General Motors Co COM 37045V100 12777 242400 SH SOLE 242400 0 0 Genuine Parts Co COM 372460105 3916 32300 SH SOLE 32300 0 0 Gildan Activewear Inc COM 375916103 3010 82400 SH SOLE 82400 0 0 Gilead Sciences Inc COM 375558103 20445 292700 SH SOLE 292700 0 0 Global Payments Inc COM 37940X102 8462 53700 SH SOLE 53700 0 0 GoDaddy Inc CL A 380237107 2495 35800 SH SOLE 35800 0 0 Goldman Sachs Group Inc/The COM 38141G104 31414 83100 SH SOLE 83100 0 0 HCA Healthcare Inc COM 40412C101 11384 46900 SH SOLE 46900 0 0 HP Inc COM 40434L105 12063 440900 SH SOLE 440900 0 0 Hartford Financial Services Gr COM 416515104 9238 131500 SH SOLE 131500 0 0 Hasbro Inc COM 418056107 5942 66600 SH SOLE 66600 0 0 Healthpeak Properties Inc COM 42250P103 6134 183200 SH SOLE 183200 0 0 Hershey Co/The COM 427866108 4874 28800 SH SOLE 28800 0 0 Hewlett Packard Enterprise Co COM 42824C109 6452 452800 SH SOLE 452800 0 0 Hilton Worldwide Holdings Inc COM 43300A203 9076 68700 SH SOLE 68700 0 0 Hologic Inc COM 436440101 9448 128000 SH SOLE 128000 0 0 Home Depot Inc/The COM 437076102 77699 236700 SH SOLE 236700 0 0 Horizon Therapeutics Plc SHS G46188101 4502 41100 SH SOLE 41100 0 0 Hormel Foods Corp COM 440452100 1603 39100 SH SOLE 39100 0 0 Howmet Aerospace Inc COM 443201108 4299 137800 SH SOLE 137800 0 0 HubSpot Inc COM 443573100 6896 10200 SH SOLE 10200 0 0 Humana Inc COM 444859102 14321 36800 SH SOLE 36800 0 0 Huntington Bancshares Inc/OH COM 446150104 7926 512700 SH SOLE 512700 0 0 IBM COM 459200101 35316 254200 SH SOLE 254200 0 0 IDEX Corp COM 45167R104 2256 10900 SH SOLE 10900 0 0 IDEXX Laboratories Inc COM 45168D104 17538 28200 SH SOLE 28200 0 0 IFF COM 459506101 8652 64700 SH SOLE 64700 0 0 IHS Markit Ltd SHS G47567105 13155 112800 SH SOLE 112800 0 0 IQVIA Holdings Inc COM 46266C105 8504 35500 SH SOLE 35500 0 0 Illinois Tool Works Inc COM 452308109 16840 81500 SH SOLE 81500 0 0 Illumina Inc COM 452327109 13872 34200 SH SOLE 34200 0 0 Incyte Corp COM 45337C102 2786 40500 SH SOLE 40500 0 0 Ingersoll Rand Inc COM 45687V106 4819 95600 SH SOLE 95600 0 0 Insulet Corp COM 45784P101 5457 19200 SH SOLE 19200 0 0 Intel Corp COM 458140100 47704 895346 SH SOLE 895346 0 0 Intercontinental Exchange Inc COM 45866F104 11826 103000 SH SOLE 103000 0 0 International Paper Co COM 460146103 12862 230000 SH SOLE 230000 0 0 Interpublic Group of Cos Inc/T COM 460690100 11261 307100 SH SOLE 307100 0 0 Intuit Inc COM 461202103 34852 64600 SH SOLE 64600 0 0 Intuitive Surgical Inc COM NEW 46120E602 23462 23600 SH SOLE 23600 0 0 Invesco Ltd SHS G491BT108 4185 173600 SH SOLE 173600 0 0 Invitation Homes Inc COM 46187W107 1710 44600 SH SOLE 44600 0 0 Iron Mountain Inc COM 46284V101 4975 114500 SH SOLE 114500 0 0 J M Smucker Co/The COM NEW 832696405 5437 45300 SH SOLE 45300 0 0 JB Hunt Transport Services Inc COM 445658107 5652 33800 SH SOLE 33800 0 0 JPMorgan Chase & Co COM 46625H100 106055 647900 SH SOLE 647900 0 0 Jack Henry & Associates Inc COM 426281101 345 2100 SH SOLE 2100 0 0 Jazz Pharmaceuticals PLC SHS USD G50871105 1732 13300 SH SOLE 13300 0 0 Johnson & Johnson COM 478160104 98757 611500 SH SOLE 611500 0 0 Johnson Controls International SHS G51502105 14923 219200 SH SOLE 219200 0 0 Juniper Networks Inc COM 48203R104 1764 64100 SH SOLE 64100 0 0 KKR & Co Inc COM 48251W104 4834 79400 SH SOLE 79400 0 0 KLA Corp COM NEW 482480100 9768 29200 SH SOLE 29200 0 0 Kansas City Southern COM NEW 485170302 4899 18100 SH SOLE 18100 0 0 Kellogg Co COM 487836108 8054 126000 SH SOLE 126000 0 0 Keurig Dr Pepper Inc COM 49271V100 7734 226400 SH SOLE 226400 0 0 KeyCorp COM 493267108 6812 315100 SH SOLE 315100 0 0 Keysight Technologies Inc COM 49338L103 10794 65700 SH SOLE 65700 0 0 Kimberly-Clark Corp COM 494368103 14833 112000 SH SOLE 112000 0 0 Kinross Gold Corp COM 496902404 2969 553900 SH SOLE 553900 0 0 Knight-Swift Transportation Ho CL A 499049104 4844 94700 SH SOLE 94700 0 0 Kraft Heinz Co/The COM 500754106 8509 231100 SH SOLE 231100 0 0 Kroger Co/The COM 501044101 11094 274400 SH SOLE 274400 0 0 LKQ Corp COM 501889208 6552 130200 SH SOLE 130200 0 0 Laboratory Corp of America Hol COM NEW 50540R409 10779 38300 SH SOLE 38300 0 0 Lam Research Corp COM 512807108 19920 35000 SH SOLE 35000 0 0 Lamb Weston Holdings Inc COM 513272104 3093 50400 SH SOLE 50400 0 0 Lennar Corp CL A 526057104 4974 53100 SH SOLE 53100 0 0 Lennox International Inc COM 526107107 206 700 SH SOLE 700 0 0 Liberty Broadband Corp COM SER C 530307305 5803 33600 SH SOLE 33600 0 0 Liberty Global PLC SHS CL A G5480U104 2295 77000 SH SOLE 77000 0 0 Lightspeed Commerce Inc SUB VTG SHS 53229C107 2402 24900 SH SOLE 24900 0 0 Linde PLC SHS G5494J103 27460 93600 SH SOLE 93600 0 0 Live Nation Entertainment Inc COM 538034109 8530 93600 SH SOLE 93600 0 0 Logitech International SA SHS H50430232 0 58562 SH SOLE 58562 0 0 Lowe's Cos Inc COM 548661107 39253 193500 SH SOLE 193500 0 0 Lululemon Athletica Inc COM 550021109 11898 29400 SH SOLE 29400 0 0 Lumen Technologies Inc COM 550241103 6792 548200 SH SOLE 548200 0 0 LyondellBasell Industries NV SHS - A - N53745100 7958 84800 SH SOLE 84800 0 0 M&T Bank Corp COM 55261F104 717 4800 SH SOLE 4800 0 0 MSCI Inc COM 55354G100 11437 18800 SH SOLE 18800 0 0 Magna International Inc COM 559222401 6877 91400 SH SOLE 91400 0 0 Manulife Financial Corp COM 56501R106 10931 568000 SH SOLE 568000 0 0 MarketAxess Holdings Inc COM 57060D108 3071 7300 SH SOLE 7300 0 0 Marriott International Inc/MD CL A 571903202 9818 66300 SH SOLE 66300 0 0 Marsh & McLennan Cos Inc COM 571748102 23199 153200 SH SOLE 153200 0 0 Martin Marietta Materials Inc COM 573284106 5877 17200 SH SOLE 17200 0 0 Marvell Technology Inc COM 573874104 9426 156300 SH SOLE 156300 0 0 Masco Corp COM 574599106 3139 56500 SH SOLE 56500 0 0 Masimo Corp COM 574795100 2707 10000 SH SOLE 10000 0 0 Mastercard Inc CL A 57636Q104 67326 193643 SH SOLE 193643 0 0 Match Group Inc COM 57667L107 7701 49052 SH SOLE 49052 0 0 McCormick & Co Inc/MD COM NON VTG 579780206 4060 50100 SH SOLE 50100 0 0 McDonald's Corp COM 580135101 38795 160900 SH SOLE 160900 0 0 McKesson Corp COM 58155Q103 10277 51547 SH SOLE 51547 0 0 Medical Properties Trust Inc COM 58463J304 5674 282700 SH SOLE 282700 0 0 Medtronic PLC SHS G5960L103 32879 262300 SH SOLE 262300 0 0 Melco Resorts & Entertainment ADR 585464100 741 72400 SH SOLE 72400 0 0 MercadoLibre Inc COM 58733R102 17466 10400 SH SOLE 10400 0 0 Merck & Co Inc COM 58933Y105 42602 567200 SH SOLE 567200 0 0 MetLife Inc COM 59156R108 10531 170600 SH SOLE 170600 0 0 Mettler-Toledo International I COM 592688105 10606 7700 SH SOLE 7700 0 0 Microchip Technology Inc COM 595017104 8242 53700 SH SOLE 53700 0 0 Micron Technology Inc COM 595112103 14352 202200 SH SOLE 202200 0 0 Microsoft Corp COM 594918104 473456 1679400 SH SOLE 1679400 0 0 Mid-America Apartment Communit COM 59522J103 2185 11700 SH SOLE 11700 0 0 Moderna Inc COM 60770K107 29634 77000 SH SOLE 77000 0 0 Mohawk Industries Inc COM 608190104 3654 20600 SH SOLE 20600 0 0 Molina Healthcare Inc COM 60855R100 1167 4300 SH SOLE 4300 0 0 Molson Coors Beverage Co CL B 60871R209 2973 64100 SH SOLE 64100 0 0 Mondelez International Inc CL A 609207105 15400 264700 SH SOLE 264700 0 0 MongoDB Inc CL A 60937P106 5422 11500 SH SOLE 11500 0 0 Monolithic Power Systems Inc COM 609839105 4217 8700 SH SOLE 8700 0 0 Monster Beverage Corp COM 61174X109 5561 62600 SH SOLE 62600 0 0 Moody's Corp COM 615369105 17756 50000 SH SOLE 50000 0 0 Morgan Stanley COM NEW 617446448 30338 311763 SH SOLE 311763 0 0 Mosaic Co/The COM 61945C103 1543 43200 SH SOLE 43200 0 0 NIKE Inc CL B 654106103 41187 283600 SH SOLE 283600 0 0 NVIDIA Corp COM 67066G104 117750 568400 SH SOLE 568400 0 0 NXP Semiconductors NV COM N6596X109 12849 65600 SH SOLE 65600 0 0 Nasdaq Inc COM 631103108 4922 25500 SH SOLE 25500 0 0 NetApp Inc COM 64110D104 6947 77400 SH SOLE 77400 0 0 Netflix Inc COM 64110L106 59447 97400 SH SOLE 97400 0 0 Newell Brands Inc COM 651229106 1103 49800 SH SOLE 49800 0 0 Newmont Corp COM 651639106 11626 214100 SH SOLE 214100 0 0 News Corp CL A 65249B109 6595 280300 SH SOLE 280300 0 0 NextEra Energy Inc COM 65339F101 29186 371700 SH SOLE 371700 0 0 NiSource Inc COM 65473P105 519 21400 SH SOLE 21400 0 0 Nordson Corp COM 655663102 2143 9000 SH SOLE 9000 0 0 Norfolk Southern Corp COM 655844108 9905 41400 SH SOLE 41400 0 0 Northern Trust Corp COM 665859104 6264 58100 SH SOLE 58100 0 0 NortonLifeLock Inc COM 668771108 4233 167300 SH SOLE 167300 0 0 Nucor Corp COM 670346105 2955 30000 SH SOLE 30000 0 0 O'Reilly Automotive Inc COM 67103H107 11305 18500 SH SOLE 18500 0 0 ON Semiconductor Corp COM 682189105 5730 125200 SH SOLE 125200 0 0 Okta Inc CL A 679295105 10063 42400 SH SOLE 42400 0 0 Old Dominion Freight Line Inc COM 679580100 2459 8600 SH SOLE 8600 0 0 Omega Healthcare Investors Inc COM 681936100 4560 152200 SH SOLE 152200 0 0 Omnicom Group Inc COM 681919106 10934 150900 SH SOLE 150900 0 0 Open Text Corp COM 683715106 4128 84600 SH SOLE 84600 0 0 Oracle Corp COM 68389X105 37178 426700 SH SOLE 426700 0 0 Otis Worldwide Corp COM 68902V107 11322 137600 SH SOLE 137600 0 0 Owens Corning COM 690742101 1736 20300 SH SOLE 20300 0 0 PACCAR Inc COM 693718108 6811 86300 SH SOLE 86300 0 0 PG&E Corp COM 69331C108 3115 324500 SH SOLE 324500 0 0 PNC Financial Services Group I COM 693475105 15319 78300 SH SOLE 78300 0 0 PPG Industries Inc COM 693506107 11598 81100 SH SOLE 81100 0 0 PTC Inc COM 69370C100 6672 55700 SH SOLE 55700 0 0 Packaging Corp of America COM 695156109 1154 8400 SH SOLE 8400 0 0 Palantir Technologies Inc CL A 69608A108 7147 297300 SH SOLE 297300 0 0 Palo Alto Networks Inc COM 697435105 9341 19500 SH SOLE 19500 0 0 Parker-Hannifin Corp COM 701094104 12918 46200 SH SOLE 46200 0 0 PayPal Holdings Inc COM 70450Y103 68669 263900 SH SOLE 263900 0 0 Paychex Inc COM 704326107 9153 81400 SH SOLE 81400 0 0 Paycom Software Inc COM 70432V102 6941 14000 SH SOLE 14000 0 0 Peloton Interactive Inc CL A COM 70614W100 4518 51900 SH SOLE 51900 0 0 Pentair PLC SHS G7S00T104 7423 102200 SH SOLE 102200 0 0 PepsiCo Inc COM 713448108 50553 336100 SH SOLE 336100 0 0 PerkinElmer Inc COM 714046109 8318 48000 SH SOLE 48000 0 0 Pfizer Inc COM 717081103 48489 1127400 SH SOLE 1127400 0 0 Pinnacle West Capital Corp COM 723484101 4276 59100 SH SOLE 59100 0 0 Pinterest Inc CL A 72352L106 5706 112000 SH SOLE 112000 0 0 Plug Power Inc COM NEW 72919P202 2837 111100 SH SOLE 111100 0 0 Pool Corp COM 73278L105 6125 14100 SH SOLE 14100 0 0 Principal Financial Group Inc COM 74251V102 6498 100900 SH SOLE 100900 0 0 Procter & Gamble Co/The COM 742718109 77897 557200 SH SOLE 557200 0 0 Progressive Corp/The COM 743315103 16596 183600 SH SOLE 183600 0 0 Prologis Inc COM 74340W103 19065 152000 SH SOLE 152000 0 0 Prudential Financial Inc COM 744320102 13823 131400 SH SOLE 131400 0 0 Public Service Enterprise Grou COM 744573106 14111 231700 SH SOLE 231700 0 0 Public Storage COM 74460D109 7398 24900 SH SOLE 24900 0 0 QIAGEN NV SHS NEW N72482123 0 42677 SH SOLE 42677 0 0 QUALCOMM Inc COM 747525103 33161 257100 SH SOLE 257100 0 0 Qorvo Inc COM 74736K101 3277 19600 SH SOLE 19600 0 0 Quest Diagnostics Inc COM 74834L100 9096 62600 SH SOLE 62600 0 0 Realty Income Corp COM 756109104 6985 107700 SH SOLE 107700 0 0 Regency Centers Corp COM 758849103 182 2700 SH SOLE 2700 0 0 Regeneron Pharmaceuticals Inc COM 75886F107 18095 29900 SH SOLE 29900 0 0 Regions Financial Corp COM 7591EP100 6610 310200 SH SOLE 310200 0 0 Republic Services Inc COM 760759100 4382 36500 SH SOLE 36500 0 0 ResMed Inc COM 761152107 9461 35900 SH SOLE 35900 0 0 RingCentral Inc CL A 76680R206 3806 17500 SH SOLE 17500 0 0 Robert Half International Inc COM 770323103 4916 49000 SH SOLE 49000 0 0 Rockwell Automation Inc COM 773903109 8792 29900 SH SOLE 29900 0 0 Rogers Communications Inc CL B 775109200 3282 70300 SH SOLE 70300 0 0 Roku Inc COM CL A 77543R102 7113 22700 SH SOLE 22700 0 0 Rollins Inc COM 775711104 1922 54400 SH SOLE 54400 0 0 Roper Technologies Inc COM 776696106 11242 25200 SH SOLE 25200 0 0 Ross Stores Inc COM 778296103 11585 106429 SH SOLE 106429 0 0 Royal Bank of Canada COM 780087102 35018 352000 SH SOLE 352000 0 0 Royal Caribbean Cruises Ltd COM V7780T103 5168 58100 SH SOLE 58100 0 0 S&P Global Inc COM 78409V104 27320 64300 SH SOLE 64300 0 0 SBA Communications Corp CL A 78410G104 4727 14300 SH SOLE 14300 0 0 SS&C Technologies Holdings Inc COM 78467J100 632 9100 SH SOLE 9100 0 0 STERIS PLC SHS USD G8473T100 5270 25800 SH SOLE 25800 0 0 SVB Financial Group COM 78486Q101 7568 11700 SH SOLE 11700 0 0 Sea Ltd SPONSORD ADS 81141R100 4112 12900 SH SOLE 12900 0 0 Seagate Technology Holdings PL ORD SHS G7997R103 5669 68700 SH SOLE 68700 0 0 Seagen Inc COM 81181C104 4703 27700 SH SOLE 27700 0 0 Sealed Air Corp COM 81211K100 1392 25400 SH SOLE 25400 0 0 Sempra Energy COM 816851109 8716 68900 SH SOLE 68900 0 0 Sensata Technologies Holding P SHS G8060N102 2692 49200 SH SOLE 49200 0 0 ServiceNow Inc COM 81762P102 27007 43400 SH SOLE 43400 0 0 Shaw Communications Inc CL B CONV 82028K200 4906 168800 SH SOLE 168800 0 0 Sherwin-Williams Co/The COM 824348106 20336 72700 SH SOLE 72700 0 0 Shopify Inc CL A 82509L107 31756 23400 SH SOLE 23400 0 0 Simon Property Group Inc COM 828806109 11346 87300 SH SOLE 87300 0 0 Sirius XM Holdings Inc COM 82968B103 728 119400 SH SOLE 119400 0 0 Skyworks Solutions Inc COM 83088M102 4960 30100 SH SOLE 30100 0 0 Snap Inc CL A 83304A106 18165 245900 SH SOLE 245900 0 0 Snap-on Inc COM 833034101 4764 22800 SH SOLE 22800 0 0 Snowflake Inc CL A 833445109 11099 36700 SH SOLE 36700 0 0 Southern Co/The COM 842587107 14972 241600 SH SOLE 241600 0 0 Splunk Inc COM 848637104 4746 32800 SH SOLE 32800 0 0 Square Inc CL A 852234103 17532 73100 SH SOLE 73100 0 0 Stanley Black & Decker Inc COM 854502101 6609 37700 SH SOLE 37700 0 0 Starbucks Corp COM 855244109 25846 234300 SH SOLE 234300 0 0 State Street Corp COM 857477103 7252 85600 SH SOLE 85600 0 0 Steel Dynamics Inc COM 858119100 4790 81900 SH SOLE 81900 0 0 Stellantis NV SHS N82405106 0 486630 SH SOLE 486630 0 0 Stryker Corp COM 863667101 20901 79253 SH SOLE 79253 0 0 Sun Communities Inc COM 866674104 1555 8400 SH SOLE 8400 0 0 Sun Life Financial Inc COM 866796105 10643 206800 SH SOLE 206800 0 0 Synchrony Financial COM 87165B103 7967 163000 SH SOLE 163000 0 0 Synopsys Inc COM 871607107 12096 40400 SH SOLE 40400 0 0 Sysco Corp COM 871829107 8219 104700 SH SOLE 104700 0 0 T Rowe Price Group Inc COM 74144T108 17821 90600 SH SOLE 90600 0 0 T-Mobile US Inc COM 872590104 12878 100800 SH SOLE 100800 0 0 TE Connectivity Ltd REG SHS H84989104 8453 61600 SH SOLE 61600 0 0 TELUS Corp COM 87971M103 8773 399500 SH SOLE 399500 0 0 TJX Cos Inc/The COM 872540109 19563 296500 SH SOLE 296500 0 0 Take-Two Interactive Software COM 874054109 4129 26800 SH SOLE 26800 0 0 Target Corp COM 87612E106 28459 124400 SH SOLE 124400 0 0 Teck Resources Ltd CL B 878742204 164 6600 SH SOLE 6600 0 0 Teladoc Health Inc COM 87918A105 3830 30200 SH SOLE 30200 0 0 Teledyne Technologies Inc COM 879360105 3866 9000 SH SOLE 9000 0 0 Teradyne Inc COM 880770102 6823 62500 SH SOLE 62500 0 0 Tesla Inc COM 88160R101 135476 174700 SH SOLE 174700 0 0 Texas Instruments Inc COM 882508104 44035 229100 SH SOLE 229100 0 0 Thermo Fisher Scientific Inc COM 883556102 49174 86070 SH SOLE 86070 0 0 Thomson Reuters Corp COM NEW 884903709 6246 56500 SH SOLE 56500 0 0 Toronto-Dominion Bank/The COM NEW 891160509 26925 406800 SH SOLE 406800 0 0 Tractor Supply Co COM 892356106 12015 59300 SH SOLE 59300 0 0 Trade Desk Inc/The COM CL A 88339J105 5976 85000 SH SOLE 85000 0 0 Tradeweb Markets Inc CL A 892672106 2940 36400 SH SOLE 36400 0 0 Trane Technologies PLC SHS G8994E103 11844 68600 SH SOLE 68600 0 0 TransDigm Group Inc COM 893641100 6058 9700 SH SOLE 9700 0 0 TransUnion COM 89400J107 6413 57100 SH SOLE 57100 0 0 Travelers Cos Inc/The COM 89417E109 12252 80600 SH SOLE 80600 0 0 Trimble Inc COM 896239100 6095 74100 SH SOLE 74100 0 0 Truist Financial Corp COM 89832Q109 17067 291000 SH SOLE 291000 0 0 Twilio Inc CL A 90138F102 9891 31000 SH SOLE 31000 0 0 Twitter Inc COM 90184L102 9234 152900 SH SOLE 152900 0 0 Tyler Technologies Inc COM 902252105 5137 11200 SH SOLE 11200 0 0 Tyson Foods Inc CL A 902494103 4436 56200 SH SOLE 56200 0 0 UBS Group AG SHS H42097107 0 769497 SH SOLE 769497 0 0 UDR Inc COM 902653104 3036 57300 SH SOLE 57300 0 0 US Bancorp COM NEW 902973304 17345 291800 SH SOLE 291800 0 0 Uber Technologies Inc COM 90353T100 10761 240200 SH SOLE 240200 0 0 Ulta Beauty Inc COM 90384S303 8518 23600 SH SOLE 23600 0 0 Union Pacific Corp COM 907818108 22188 113200 SH SOLE 113200 0 0 United Parcel Service Inc CL B 911312106 33816 185700 SH SOLE 185700 0 0 United Rentals Inc COM 911363109 9475 27000 SH SOLE 27000 0 0 UnitedHealth Group Inc COM 91324P102 87174 223100 SH SOLE 223100 0 0 Unity Software Inc COM 91332U101 2967 23500 SH SOLE 23500 0 0 VEREIT Inc COM 92339V308 2085 46100 SH SOLE 46100 0 0 VF Corp COM 918204108 6987 104300 SH SOLE 104300 0 0 VICI Properties Inc COM 925652109 5208 183300 SH SOLE 183300 0 0 VMware Inc CL A COM 928563402 3792 25500 SH SOLE 25500 0 0 Vail Resorts Inc COM 91879Q109 568 1700 SH SOLE 1700 0 0 Veeva Systems Inc CL A COM 922475108 12852 44600 SH SOLE 44600 0 0 Ventas Inc COM 92276F100 6625 120000 SH SOLE 120000 0 0 VeriSign Inc COM 92343E102 7380 36000 SH SOLE 36000 0 0 Verisk Analytics Inc COM 92345Y106 8291 41400 SH SOLE 41400 0 0 Verizon Communications Inc COM 92343V104 59198 1096050 SH SOLE 1096050 0 0 Vertex Pharmaceuticals Inc COM 92532F100 13822 76200 SH SOLE 76200 0 0 ViacomCBS Inc CL B 92556H206 10166 257300 SH SOLE 257300 0 0 Visa Inc COM CL A 92826C839 81056 363886 SH SOLE 363886 0 0 Vornado Realty Trust SH BEN INT 929042109 4331 103100 SH SOLE 103100 0 0 Voya Financial Inc COM 929089100 276 4500 SH SOLE 4500 0 0 Vulcan Materials Co COM 929160109 1319 7800 SH SOLE 7800 0 0 W R Berkley Corp COM 084423102 3154 43100 SH SOLE 43100 0 0 WP Carey Inc COM 92936U109 6340 86800 SH SOLE 86800 0 0 WW Grainger Inc COM 384802104 7272 18500 SH SOLE 18500 0 0 Walgreens Boots Alliance Inc COM 931427108 7566 160800 SH SOLE 160800 0 0 Walt Disney Co/The COM 254687106 66771 394700 SH SOLE 394700 0 0 Waste Connections Inc COM 94106B101 5541 44000 SH SOLE 44000 0 0 Waste Management Inc COM 94106L109 10246 68600 SH SOLE 68600 0 0 Waters Corp COM 941848103 10397 29100 SH SOLE 29100 0 0 Wayfair Inc CL A 94419L101 3679 14400 SH SOLE 14400 0 0 Wells Fargo & Co COM 949746101 38813 836300 SH SOLE 836300 0 0 Welltower Inc COM 95040Q104 7474 90700 SH SOLE 90700 0 0 West Fraser Timber Co Ltd COM 952845105 3503 41600 SH SOLE 41600 0 0 West Pharmaceutical Services I COM 955306105 10953 25800 SH SOLE 25800 0 0 Western Digital Corp COM 958102105 3951 70000 SH SOLE 70000 0 0 Western Union Co/The COM 959802109 7841 387800 SH SOLE 387800 0 0 Westinghouse Air Brake Technol COM 929740108 6612 76700 SH SOLE 76700 0 0 Weyerhaeuser Co COM NEW 962166104 8814 247800 SH SOLE 247800 0 0 Wheaton Precious Metals Corp COM 962879102 4923 130800 SH SOLE 130800 0 0 Whirlpool Corp COM 963320106 1814 8900 SH SOLE 8900 0 0 Willis Towers Watson PLC SHS G96629103 9159 39400 SH SOLE 39400 0 0 Workday Inc CL A 98138H101 14494 58000 SH SOLE 58000 0 0 Xilinx Inc COM 983919101 8063 53400 SH SOLE 53400 0 0 Xylem Inc/NY COM 98419M100 8695 70300 SH SOLE 70300 0 0 Yamana Gold Inc COM 98462Y100 2919 739500 SH SOLE 739500 0 0 Yum! Brands Inc COM 988498101 8231 67300 SH SOLE 67300 0 0 Zebra Technologies Corp CL A 989207105 7680 14900 SH SOLE 14900 0 0 Zimmer Biomet Holdings Inc COM 98956P102 5708 39000 SH SOLE 39000 0 0 Zoetis Inc CL A 98978V103 22753 117200 SH SOLE 117200 0 0 Zoom Video Communications Inc CL A 98980L101 14356 54900 SH SOLE 54900 0 0 Zscaler Inc COM 98980G102 7919 30200 SH SOLE 30200 0 0 eBay Inc COM 278642103 12366 177500 SH SOLE 177500 0 0 salesforce.com Inc COM 79466L302 58623 216147 SH SOLE 216147 0 0