0001754960-21-000153.txt : 20210805 0001754960-21-000153.hdr.sgml : 20210805 20210804201611 ACCESSION NUMBER: 0001754960-21-000153 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210805 DATE AS OF CHANGE: 20210804 EFFECTIVENESS DATE: 20210805 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Redpoint Investment Management Pty Ltd CENTRAL INDEX KEY: 0001732538 IRS NUMBER: 000000000 STATE OF INCORPORATION: C3 FISCAL YEAR END: 0930 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18861 FILM NUMBER: 211145840 BUSINESS ADDRESS: STREET 1: LEVEL 17, 255 GEORGE STREET CITY: SYDNEY, NSW STATE: C3 ZIP: 2000 BUSINESS PHONE: 61291195800 MAIL ADDRESS: STREET 1: PO BOX R597 CITY: ROYAL EXCHANGE, NSW STATE: C3 ZIP: 1225 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001732538 XXXXXXXX 06-30-2021 06-30-2021 Redpoint Investment Management Pty Ltd

PO BOX R597 ROYAL EXCHANGE, NSW C3 1225

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GENERAC HLDGS INCCOM368736104781 1882 SH SOLE 0 0 1882 GENERAL DYNAMICS CORPCOM3695501081073 5700 SH SOLE 0 0 5700 GENERAL ELECTRIC COCOM3696041032943 218658 SH SOLE 0 0 218658 GENERAL MLS INCCOM3703341041001 16428 SH SOLE 0 0 16428 GENERAL MTRS COCOM37045V1002021 34155 SH SOLE 0 0 34155 GENUINE PARTS COCOM372460105400 3163 SH SOLE 0 0 3163 GILEAD SCIENCES INCCOM3755581032344 34046 SH SOLE 0 0 34046 GLOBAL NET LEASE INCCOM NEW379378201204 11019 SH SOLE 0 0 11019 GLOBAL PMTS INCCOM37940X1021489 7939 SH SOLE 0 0 7939 GLOBE LIFE INCCOM37959E102225 2363 SH SOLE 0 0 2363 GODADDY INCCL A380237107437 5030 SH SOLE 0 0 5030 GOLDMAN SACHS GROUP INCCOM38141G1043264 8600 SH SOLE 0 0 8600 GRAINGER W W INCCOM384802104568 1297 SH SOLE 0 0 1297 GUIDEWIRE SOFTWARE INCCOM40171V100206 1825 SH SOLE 0 0 1825 HCA HEALTHCARE INCCOM40412C1011638 7925 SH SOLE 0 0 7925 HP INCCOM40434L1051586 52526 SH SOLE 0 0 52526 HALLIBURTON COCOM406216101568 24560 SH SOLE 0 0 24560 HARTFORD FINL SVCS GROUP INCCOM416515104600 9678 SH SOLE 0 0 9678 HASBRO INCCOM418056107206 2176 SH SOLE 0 0 2176 HEALTHCARE RLTY TRCOM421946104355 11743 SH SOLE 0 0 11743 HEALTHCARE TR AMER INCCL A NEW42225P501432 16178 SH SOLE 0 0 16178 HEALTHPEAK PROPERTIES INCCOM42250P1031917 57572 SH SOLE 0 0 57572 HEICO CORP NEWCOM422806109271 1942 SH SOLE 0 0 1942 HENRY JACK & ASSOC INCCOM426281101225 1376 SH SOLE 0 0 1376 HERSHEY COCOM427866108742 4262 SH SOLE 0 0 4262 HESS CORPCOM42809H107418 4784 SH SOLE 0 0 4784 HEWLETT PACKARD ENTERPRISE CCOM42824C109425 29126 SH SOLE 0 0 29126 HIGHWOODS PPTYS INCCOM431284108531 11758 SH SOLE 0 0 11758 HILTON WORLDWIDE HLDGS INCCOM43300A2031186 9832 SH SOLE 0 0 9832 HOLOGIC INCCOM436440101743 11138 SH SOLE 0 0 11138 HOME DEPOT INCCOM4370761028722 27350 SH SOLE 0 0 27350 HONEYWELL INTL INCCOM4385161063251 14820 SH SOLE 0 0 14820 HORMEL FOODS CORPCOM440452100258 5407 SH SOLE 0 0 5407 HOST HOTELS & RESORTS INCCOM44107P1041077 63010 SH SOLE 0 0 63010 HOWMET AEROSPACE INCCOM443201108303 8795 SH SOLE 0 0 8795 HUBSPOT INCCOM443573100740 1270 SH SOLE 0 0 1270 HUDSON PAC PPTYS INCCOM444097109286 10276 SH SOLE 0 0 10276 HUMANA INCCOM4448591021553 3508 SH SOLE 0 0 3508 HUNT J B TRANS SVCS INCCOM445658107328 2010 SH SOLE 0 0 2010 HUNTINGTON BANCSHARES INCCOM446150104471 32993 SH SOLE 0 0 32993 IDACORP INCCOM4511071061090 11177 SH SOLE 0 0 11177 IDEX CORPCOM45167R104321 1460 SH SOLE 0 0 1460 IDEXX LABS INCCOM45168D1041684 2666 SH SOLE 0 0 2666 ILLINOIS TOOL WKS INCCOM4523081091662 7434 SH SOLE 0 0 7434 ILLUMINA INCCOM4523271091864 3940 SH SOLE 0 0 3940 INCYTE CORPCOM45337C102318 3778 SH SOLE 0 0 3778 INDUSTRIAL LOGISTICS PPTYS TCOM SHS BEN INT456237106559 21381 SH SOLE 0 0 21381 INGERSOLL RAND INCCOM45687V106435 8912 SH SOLE 0 0 8912 INNOVATIVE INDL PPTYS INCCOM45781V101327 1712 SH SOLE 0 0 1712 INSULET CORPCOM45784P101446 1626 SH SOLE 0 0 1626 INTEL CORPCOM4581401005928 105588 SH SOLE 0 0 105588 INTERCONTINENTAL EXCHANGE INCOM45866F1041246 10500 SH SOLE 0 0 10500 INTERNATIONAL BUSINESS MACHSCOM4592001013378 23042 SH SOLE 0 0 23042 INTERNATIONAL FLAVORS&FRAGRACOM459506101675 4520 SH SOLE 0 0 4520 INTERNATIONAL PAPER COCOM460146103646 10535 SH SOLE 0 0 10535 INTERPUBLIC GROUP COS INCCOM460690100575 17703 SH SOLE 0 0 17703 INTUITIVE SURGICAL INCCOM NEW46120E6022924 3180 SH SOLE 0 0 3180 INTUITCOM4612021033446 7031 SH SOLE 0 0 7031 INVITATION HOMES INCCOM46187W1072367 63466 SH SOLE 0 0 63466 IQVIA HLDGS INCCOM46266C1051175 4847 SH SOLE 0 0 4847 IRIDIUM COMMUNICATIONS INCCOM46269C1021896 47403 SH SOLE 0 0 47403 IRON MTN INC NEWCOM46284V101323 7643 SH SOLE 0 0 7643 JPMORGAN CHASE & COCOM46625H10012098 77778 SH SOLE 0 0 77778 JACOBS ENGR GROUP INCCOM469814107357 2675 SH SOLE 0 0 2675 JD.COM INCSPON ADR CL A47215P1061873 23463 SH SOLE 0 0 23463 JOHNSON & JOHNSONCOM47816010411060 67134 SH SOLE 0 0 67134 KLA CORPCOM NEW4824801001631 5031 SH SOLE 0 0 5031 KE HLDGS INCSPONSORED ADS482497104592 12421 SH SOLE 0 0 12421 KANSAS CITY SOUTHERNCOM NEW4851703025760 20327 SH SOLE 0 0 20327 KELLOGG COCOM487836108416 6465 SH SOLE 0 0 6465 KEURIG DR PEPPER INCCOM49271V100515 14608 SH SOLE 0 0 14608 KEYCORPCOM493267108431 20862 SH SOLE 0 0 20862 KEYSIGHT TECHNOLOGIES INCCOM49338L103795 5150 SH SOLE 0 0 5150 KILROY RLTY CORPCOM49427F108726 10422 SH SOLE 0 0 10422 KIMBERLY-CLARK CORPCOM4943681031294 9669 SH SOLE 0 0 9669 KIMCO RLTY CORPCOM49446R109919 44071 SH SOLE 0 0 44071 KINDER MORGAN INC DELCOM49456B1016042 331422 SH SOLE 0 0 331422 KRAFT HEINZ COCOM500754106714 17517 SH SOLE 0 0 17517 KROGER COCOM5010441011055 27537 SH SOLE 0 0 27537 L BRANDS INCCOM501797104465 6458 SH SOLE 0 0 6458 LKQ CORPCOM501889208371 7532 SH SOLE 0 0 7532 L3HARRIS TECHNOLOGIES INCCOM5024311091064 4922 SH SOLE 0 0 4922 LABORATORY CORP AMER HLDGSCOM NEW50540R409639 2318 SH SOLE 0 0 2318 LAM RESEARCH CORPCOM5128071082623 4031 SH SOLE 0 0 4031 LAMB WESTON HLDGS INCCOM513272104213 2642 SH SOLE 0 0 2642 LAS VEGAS SANDS CORPCOM517834107427 8105 SH SOLE 0 0 8105 LAUDER ESTEE COS INCCL A5184391041857 5839 SH SOLE 0 0 5839 LEAR CORPCOM NEW521865204255 1453 SH SOLE 0 0 1453 LEIDOS HOLDINGS INCCOM525327102422 4178 SH SOLE 0 0 4178 LENNAR CORPCL A5260571041163 11703 SH SOLE 0 0 11703 LENNOX INTL INCCOM526107107269 768 SH SOLE 0 0 768 LEXINGTON REALTY TRUSTCOM529043101258 21608 SH SOLE 0 0 21608 LIBERTY MEDIA CORP DELCOM C SIRIUSXM531229607283 6109 SH SOLE 0 0 6109 LIFE STORAGE INCCOM53223X107567 5278 SH SOLE 0 0 5278 LILLY ELI & COCOM5324571085106 22245 SH SOLE 0 0 22245 LINCOLN NATL CORP INDCOM534187109264 4207 SH SOLE 0 0 4207 LOCKHEED MARTIN CORPCOM5398301092253 5956 SH SOLE 0 0 5956 LOWES COS INCCOM5486611073735 19255 SH SOLE 0 0 19255 LULULEMON ATHLETICA INCCOM5500211091288 3529 SH SOLE 0 0 3529 LUMEN TECHNOLOGIES INCCOM550241103388 28533 SH SOLE 0 0 28533 LYFT INCCL A COM55087P104331 5469 SH SOLE 0 0 5469 M & T BK CORPCOM55261F104559 3847 SH SOLE 0 0 3847 MGM RESORTS INTERNATIONALCOM552953101554 12998 SH SOLE 0 0 12998 MSCI INCCOM55354G1001319 2474 SH SOLE 0 0 2474 MACERICH COCOM554382101189 10365 SH SOLE 0 0 10365 MARATHON PETE CORPCOM56585A102968 16018 SH SOLE 0 0 16018 MARKEL CORPCOM570535104260 219 SH SOLE 0 0 219 MARKETAXESS HLDGS INCCOM57060D108395 852 SH SOLE 0 0 852 MARSH & MCLENNAN COS INCCOM5717481021719 12219 SH SOLE 0 0 12219 MARRIOTT INTL INC NEWCL A5719032021105 8097 SH SOLE 0 0 8097 MARTIN MARIETTA MATLS INCCOM573284106453 1287 SH SOLE 0 0 1287 MASCO CORPCOM574599106878 14898 SH SOLE 0 0 14898 MASIMO CORPCOM574795100281 1161 SH SOLE 0 0 1161 MASTERCARD INCORPORATEDCL A57636Q1048153 22331 SH SOLE 0 0 22331 MATCH GROUP INC NEWCOM57667L1071285 7967 SH SOLE 0 0 7967 MAXIM INTEGRATED PRODS INCCOM57772K101740 7021 SH SOLE 0 0 7021 MCCORMICK & CO INCCOM NON VTG579780206399 4518 SH SOLE 0 0 4518 MCDONALDS CORPCOM5801351014533 19625 SH SOLE 0 0 19625 MCKESSON CORPCOM58155Q103936 4895 SH SOLE 0 0 4895 MEDICAL PPTYS TRUST INCCOM58463J3041242 61798 SH SOLE 0 0 61798 MERCADOLIBRE INCCOM58733R1022140 1374 SH SOLE 0 0 1374 MERCK & CO INCCOM58933Y1055110 65708 SH SOLE 0 0 65708 METLIFE INCCOM59156R1081066 17818 SH SOLE 0 0 17818 METTLER TOLEDO INTERNATIONALCOM592688105997 720 SH SOLE 0 0 720 MICROSOFT CORPCOM59491810449971 184464 SH SOLE 0 0 184464 MICROCHIP TECHNOLOGY INC.COM5950171041076 7186 SH SOLE 0 0 7186 MICRON TECHNOLOGY INCCOM5951121032494 29344 SH SOLE 0 0 29344 MID-AMER APT CMNTYS INCCOM59522J1032005 11902 SH SOLE 0 0 11902 MODERNA INCCOM60770K1072182 9288 SH SOLE 0 0 9288 MOHAWK INDS INCCOM608190104229 1194 SH SOLE 0 0 1194 MOLINA HEALTHCARE INCCOM60855R100545 2152 SH SOLE 0 0 2152 MOLSON COORS BEVERAGE COCL B60871R209209 3894 SH SOLE 0 0 3894 MONDELEZ INTL INCCL A6092071052229 35694 SH SOLE 0 0 35694 MONOLITHIC PWR SYS INCCOM609839105381 1021 SH SOLE 0 0 1021 MONSTER BEVERAGE CORP NEWCOM61174X1091010 11053 SH SOLE 0 0 11053 MOODYS CORPCOM6153691051776 4901 SH SOLE 0 0 4901 MORGAN STANLEYCOM NEW6174464483205 34951 SH SOLE 0 0 34951 MOSAIC CO NEWCOM61945C103209 6560 SH SOLE 0 0 6560 MOTOROLA SOLUTIONS INCCOM NEW620076307807 3723 SH SOLE 0 0 3723 NIO INCSPON ADS62914V1061176 22113 SH SOLE 0 0 22113 NRG ENERGY INCCOM NEW629377508291 7231 SH SOLE 0 0 7231 NASDAQ INCCOM631103108441 2509 SH SOLE 0 0 2509 NATIONAL HEALTH INVS INCCOM63633D104481 7176 SH SOLE 0 0 7176 NATIONAL RETAIL PROPERTIES ICOM637417106940 20045 SH SOLE 0 0 20045 NATIONAL STORAGE AFFILIATESCOM SHS BEN IN637870106294 5814 SH SOLE 0 0 5814 NETAPP INCCOM64110D104548 6693 SH SOLE 0 0 6693 NETFLIX INCCOM64110L1065822 11023 SH SOLE 0 0 11023 NETEASE INCSPONSORED ADS64110W1021351 11721 SH SOLE 0 0 11721 NEUROCRINE BIOSCIENCES INCCOM64125C109377 3869 SH SOLE 0 0 3869 NEW ORIENTAL ED & TECHNOLOGYSPON ADR647581107353 43160 SH SOLE 0 0 43160 NEWELL BRANDS INCCOM651229106371 13494 SH SOLE 0 0 13494 NEWMONT CORPCOM651639106907 14314 SH SOLE 0 0 14314 NEXTERA ENERGY INCCOM65339F10110688 145857 SH SOLE 0 0 145857 NEXTERA ENERGY PARTNERS LPCOM UNIT PART IN65341B1062854 37379 SH SOLE 0 0 37379 NIKE INCCL B6541061034788 30994 SH SOLE 0 0 30994 NISOURCE INCCOM65473P1053919 159979 SH SOLE 0 0 159979 NORDSON CORPCOM655663102382 1739 SH SOLE 0 0 1739 NORFOLK SOUTHN CORPCOM65584410810266 38678 SH SOLE 0 0 38678 NORTHERN TR CORPCOM665859104441 3815 SH SOLE 0 0 3815 NORTHROP GRUMMAN CORPCOM6668071021260 3466 SH SOLE 0 0 3466 NORTHWEST NAT HLDG COCOM66765N1051540 29316 SH SOLE 0 0 29316 NORTHWESTERN CORPCOM NEW6680743051290 21416 SH SOLE 0 0 21416 NORTONLIFELOCK INCCOM668771108617 22664 SH SOLE 0 0 22664 NUCOR CORPCOM670346105701 7311 SH SOLE 0 0 7311 NVIDIA CORPORATIONCOM67066G10412658 15821 SH SOLE 0 0 15821 OGE ENERGY CORPCOM6708371033430 101946 SH SOLE 0 0 101946 OREILLY AUTOMOTIVE INCCOM67103H1071208 2134 SH SOLE 0 0 2134 OCCIDENTAL PETE CORPCOM674599105883 28227 SH SOLE 0 0 28227 OKTA INCCL A679295105801 3273 SH SOLE 0 0 3273 OLD DOMINION FREIGHT LINE INCOM679580100639 2518 SH SOLE 0 0 2518 OMNICOM GROUP INCCOM681919106630 7879 SH SOLE 0 0 7879 OMEGA HEALTHCARE INVS INCCOM6819361001073 29558 SH SOLE 0 0 29558 ON SEMICONDUCTOR CORPCOM682189105418 10929 SH SOLE 0 0 10929 ONE GAS INCCOM68235P1081699 22923 SH SOLE 0 0 22923 ONEOK INC NEWCOM6826801035618 100976 SH SOLE 0 0 100976 ORACLE CORPCOM68389X1053595 46179 SH SOLE 0 0 46179 ORMAT TECHNOLOGIES INCCOM6866881021301 18716 SH SOLE 0 0 18716 OTIS WORLDWIDE CORPCOM68902V1071069 13068 SH SOLE 0 0 13068 OWENS CORNING NEWCOM690742101711 7260 SH SOLE 0 0 7260 PG&E CORPCOM69331C108299 29421 SH SOLE 0 0 29421 PNC FINL SVCS GROUP INCCOM6934751052127 11148 SH SOLE 0 0 11148 PNM RES INCCOM69349H107723 14829 SH SOLE 0 0 14829 PPG INDS INCCOM693506107905 5333 SH SOLE 0 0 5333 PPL CORPCOM69351T1065074 181402 SH SOLE 0 0 181402 PS BUSINESS PKS INC CALIFCOM69360J107355 2396 SH SOLE 0 0 2396 PTC INCCOM69370C100371 2629 SH SOLE 0 0 2629 PACCAR INCCOM693718108846 9481 SH SOLE 0 0 9481 PACKAGING CORP AMERCOM695156109239 1762 SH SOLE 0 0 1762 PALO ALTO NETWORKS INCCOM697435105830 2236 SH SOLE 0 0 2236 PARAMOUNT GROUP INCCOM69924R108158 15660 SH SOLE 0 0 15660 PARK HOTELS & RESORTS INCCOM700517105355 17209 SH SOLE 0 0 17209 PARKER-HANNIFIN CORPCOM7010941041207 3929 SH SOLE 0 0 3929 PAYCOM SOFTWARE INCCOM70432V102535 1472 SH SOLE 0 0 1472 PAYCHEX INCCOM704326107912 8500 SH SOLE 0 0 8500 PAYPAL HLDGS INCCOM70450Y1038597 29493 SH SOLE 0 0 29493 PELOTON INTERACTIVE INCCL A COM70614W100934 7530 SH SOLE 0 0 7530 PEPSICO INCCOM7134481085150 34759 SH SOLE 0 0 34759 PERKINELMER INCCOM714046109538 3482 SH SOLE 0 0 3482 PFIZER INCCOM7170811035684 145152 SH SOLE 0 0 145152 PHILIP MORRIS INTL INCCOM7181721093587 36191 SH SOLE 0 0 36191 PHILLIPS 66COM718546104995 11597 SH SOLE 0 0 11597 PHYSICIANS RLTY TRCOM71943U104261 14129 SH SOLE 0 0 14129 PIEDMONT OFFICE REALTY TR INCOM CL A720190206266 14428 SH SOLE 0 0 14428 PINDUODUO INCSPONSORED ADS7223041021531 12057 SH SOLE 0 0 12057 PINNACLE WEST CAP CORPCOM7234841012659 32436 SH SOLE 0 0 32436 PINTEREST INCCL A72352L1061300 16462 SH SOLE 0 0 16462 PIONEER NAT RES COCOM7237871071002 6163 SH SOLE 0 0 6163 POOL CORPCOM73278L105412 899 SH SOLE 0 0 899 PORTLAND GEN ELEC COCOM NEW7365088471329 28840 SH SOLE 0 0 28840 PRICE T ROWE GROUP INCCOM74144T1081945 9823 SH SOLE 0 0 9823 PRINCIPAL FINANCIAL GROUP INCOM74251V102323 5112 SH SOLE 0 0 5112 PROCTER AND GAMBLE COCOM7427181098556 63413 SH SOLE 0 0 63413 PROGRESSIVE CORPCOM7433151031596 16251 SH SOLE 0 0 16251 PROLOGIS INC.COM74340W1039256 77439 SH SOLE 0 0 77439 PRUDENTIAL FINL INCCOM744320102916 8936 SH SOLE 0 0 8936 PUBLIC SVC ENTERPRISE GRP INCOM7445731064075 68210 SH SOLE 0 0 68210 PUBLIC STORAGECOM74460D1095246 17446 SH SOLE 0 0 17446 PULTE GROUP INCCOM745867101737 13503 SH SOLE 0 0 13503 QTS RLTY TR INCCOM CL A74736A103347 4487 SH SOLE 0 0 4487 QORVO INCCOM74736K101885 4521 SH SOLE 0 0 4521 QUALCOMM INCCOM7475251034334 30325 SH SOLE 0 0 30325 QUEST DIAGNOSTICS INCCOM74834L100436 3301 SH SOLE 0 0 3301 RLJ LODGING TRCOM74965L101158 10347 SH SOLE 0 0 10347 RPM INTL INCCOM749685103252 2842 SH SOLE 0 0 2842 RAYMOND JAMES FINL INCCOM754730109360 2772 SH SOLE 0 0 2772 RAYTHEON TECHNOLOGIES CORPCOM75513E1012443 28637 SH SOLE 0 0 28637 REALTY INCOME CORPCOM7561091042029 30399 SH SOLE 0 0 30399 REGENCY CTRS CORPCOM7588491031000 15612 SH SOLE 0 0 15612 REGENERON PHARMACEUTICALSCOM75886F1071815 3249 SH SOLE 0 0 3249 REGIONS FINANCIAL CORP NEWCOM7591EP100763 37807 SH SOLE 0 0 37807 REPUBLIC SVCS INCCOM760759100483 4394 SH SOLE 0 0 4394 RESMED INCCOM7611521071013 4109 SH SOLE 0 0 4109 RETAIL PPTYS AMER INCCL A76131V202179 15670 SH SOLE 0 0 15670 REXFORD INDL RLTY INCCOM76169C100484 8495 SH SOLE 0 0 8495 RINGCENTRAL INCCL A76680R206621 2138 SH SOLE 0 0 2138 ROBERT HALF INTL INCCOM770323103618 6951 SH SOLE 0 0 6951 ROCKWELL AUTOMATION INCCOM773903109865 3025 SH SOLE 0 0 3025 ROKU INCCOM CL A77543R1021430 3113 SH SOLE 0 0 3113 ROPER TECHNOLOGIES INCCOM7766961061193 2538 SH SOLE 0 0 2538 ROSS STORES INCCOM778296103916 7388 SH SOLE 0 0 7388 RYMAN HOSPITALITY PPTYS INCCOM78377T107243 3073 SH SOLE 0 0 3073 S&P GLOBAL INCCOM78409V1042634 6417 SH SOLE 0 0 6417 SBA COMMUNICATIONS CORP NEWCL A78410G1045166 16210 SH SOLE 0 0 16210 SEI INVTS COCOM784117103236 3814 SH SOLE 0 0 3814 SJW GROUPCOM784305104606 9574 SH SOLE 0 0 9574 SL GREEN RLTY CORPCOM78440X804679 8488 SH SOLE 0 0 8488 SS&C TECHNOLOGIES HLDGS INCCOM78467J100811 11259 SH SOLE 0 0 11259 SVB FINANCIAL GROUPCOM78486Q101895 1608 SH SOLE 0 0 1608 SABRA HEALTH CARE REIT INCCOM78573L106678 37235 SH SOLE 0 0 37235 SALESFORCE COM INCCOM79466L3025728 23448 SH SOLE 0 0 23448 HENRY SCHEIN INCCOM806407102231 3112 SH SOLE 0 0 3112 SCHLUMBERGER LTDCOM STK8068571081277 39895 SH SOLE 0 0 39895 SCHWAB CHARLES CORPCOM8085131051995 27397 SH SOLE 0 0 27397 SEA LTDSPONSORD ADS81141R100277 1009 SH SOLE 0 0 1009 SEAGEN INCCOM81181C104410 2600 SH SOLE 0 0 2600 SEMPRA ENERGYCOM8168511098085 61026 SH SOLE 0 0 61026 SERVICENOW INCCOM81762P1022893 5265 SH SOLE 0 0 5265 SHERWIN WILLIAMS COCOM8243481061825 6699 SH SOLE 0 0 6699 SIMON PPTY GROUP INC NEWCOM8288061094731 36259 SH SOLE 0 0 36259 SIRIUS XM HOLDINGS INCCOM82968B103187 28536 SH SOLE 0 0 28536 SITE CTRS CORPCOM82981J109196 13040 SH SOLE 0 0 13040 SKYWORKS SOLUTIONS INCCOM83088M102984 5130 SH SOLE 0 0 5130 SMITH A O CORPCOM831865209236 3275 SH SOLE 0 0 3275 SMUCKER J M COCOM NEW832696405465 3585 SH SOLE 0 0 3585 SNAP ON INCCOM833034101325 1456 SH SOLE 0 0 1456 SNAP INCCL A83304A1061725 25318 SH SOLE 0 0 25318 SOLAREDGE TECHNOLOGIES INCCOM83417M104284 1029 SH SOLE 0 0 1029 SOUTHERN COCOM8425871077640 126261 SH SOLE 0 0 126261 SOUTHERN COPPER CORPCOM84265V105202 3140 SH SOLE 0 0 3140 SOUTHWEST AIRLS COCOM844741108349 6567 SH SOLE 0 0 6567 SPIRIT RLTY CAP INC NEWCOM NEW84860W300471 9854 SH SOLE 0 0 9854 SPLUNK INCCOM848637104515 3560 SH SOLE 0 0 3560 SQUARE INCCL A8522341032747 11266 SH SOLE 0 0 11266 STAG INDL INCCOM85254J102589 15730 SH SOLE 0 0 15730 STANLEY BLACK & DECKER INCCOM854502101844 4116 SH SOLE 0 0 4116 STARBUCKS CORPCOM8552441093582 32037 SH SOLE 0 0 32037 STATE STR CORPCOM857477103640 7780 SH SOLE 0 0 7780 STEEL DYNAMICS INCCOM858119100293 4914 SH SOLE 0 0 4914 STORE CAP CORPCOM862121100730 21147 SH SOLE 0 0 21147 STRYKER CORPORATIONCOM8636671012298 8849 SH SOLE 0 0 8849 SUN CMNTYS INCCOM8666741041613 9410 SH SOLE 0 0 9410 SUNRUN INCCOM86771W105270 4844 SH SOLE 0 0 4844 SUNSTONE HOTEL INVS INC NEWCOM867892101229 18439 SH SOLE 0 0 18439 SYNOPSYS INCCOM8716071071282 4650 SH SOLE 0 0 4650 SYNCHRONY FINANCIALCOM87165B103938 19335 SH SOLE 0 0 19335 SYSCO CORPCOM871829107717 9218 SH SOLE 0 0 9218 TJX COS INC NEWCOM8725401091764 26171 SH SOLE 0 0 26171 T-MOBILE US INCCOM8725901041707 11785 SH SOLE 0 0 11785 TAKE-TWO INTERACTIVE SOFTWARCOM874054109597 3374 SH SOLE 0 0 3374 TARGET CORPCOM87612E1063299 13647 SH SOLE 0 0 13647 TARGA RES CORPCOM87612G1011111 25002 SH SOLE 0 0 25002 TELEDYNE TECHNOLOGIES INCCOM879360105283 675 SH SOLE 0 0 675 TELEFLEX INCORPORATEDCOM879369106376 935 SH SOLE 0 0 935 TENCENT MUSIC ENTMT GROUPSPON ADS88034P109387 25000 SH SOLE 0 0 25000 TERADYNE INCCOM880770102830 6194 SH SOLE 0 0 6194 TERRENO RLTY CORPCOM88146M101410 6357 SH SOLE 0 0 6357 TEVA PHARMACEUTICAL INDS LTDSPONSORED ADS881624209181 18252 SH SOLE 0 0 18252 TEXAS INSTRS INCCOM8825081044638 24121 SH SOLE 0 0 24121 TEXTRON INCCOM883203101317 4616 SH SOLE 0 0 4616 THE TRADE DESK INCCOM CL A88339J105951 12290 SH SOLE 0 0 12290 THERMO FISHER SCIENTIFIC INCCOM8835561025303 10513 SH SOLE 0 0 10513 360 DIGITECH INCAMERICAN DEP88557W101304 7277 SH SOLE 0 0 7277 3M COCOM88579Y1012846 14329 SH SOLE 0 0 14329 TRACTOR SUPPLY COCOM892356106559 3003 SH SOLE 0 0 3003 TRANSDIGM GROUP INCCOM893641100922 1424 SH SOLE 0 0 1424 TRANSUNIONCOM89400J107492 4483 SH SOLE 0 0 4483 TRAVELERS COMPANIES INCCOM89417E109885 5914 SH SOLE 0 0 5914 TRIMBLE INCCOM896239100453 5540 SH SOLE 0 0 5540 TRIP COM GROUP LTDADS89677Q107768 21652 SH SOLE 0 0 21652 TRUIST FINL CORPCOM89832Q1092018 36353 SH SOLE 0 0 36353 TWILIO INCCL A90138F1021114 2826 SH SOLE 0 0 2826 TWITTER INCCOM90184L1021427 20743 SH SOLE 0 0 20743 TYLER TECHNOLOGIES INCCOM902252105432 955 SH SOLE 0 0 955 TYSON FOODS INCCL A902494103664 9005 SH SOLE 0 0 9005 UDR INCCOM9026531041324 27022 SH SOLE 0 0 27022 UGI CORP NEWCOM902681105681 14699 SH SOLE 0 0 14699 US BANCORP DELCOM NEW9029733042079 36498 SH SOLE 0 0 36498 UBER TECHNOLOGIES INCCOM90353T1001547 30867 SH SOLE 0 0 30867 ULTA BEAUTY INCCOM90384S303501 1448 SH SOLE 0 0 1448 UNION PAC CORPCOM90781810817173 78083 SH SOLE 0 0 78083 UNITED PARCEL SERVICE INCCL B9113121063821 18373 SH SOLE 0 0 18373 UNITED RENTALS INCCOM911363109797 2498 SH SOLE 0 0 2498 UNITEDHEALTH GROUP INCCOM91324P1029778 24417 SH SOLE 0 0 24417 UNIVERSAL HLTH SVCS INCCL B913903100234 1601 SH SOLE 0 0 1601 V F CORPCOM918204108580 7066 SH SOLE 0 0 7066 VAIL RESORTS INCCOM91879Q109253 800 SH SOLE 0 0 800 VALERO ENERGY CORPCOM91913Y100846 10835 SH SOLE 0 0 10835 VEEVA SYS INCCL A COM9224751081216 3911 SH SOLE 0 0 3911 VENTAS INCCOM92276F1002307 40407 SH SOLE 0 0 40407 VEREIT INCCOM92339V3081161 25273 SH SOLE 0 0 25273 VERISIGN INCCOM92343E102786 3453 SH SOLE 0 0 3453 VERIZON COMMUNICATIONS INCCOM92343V1045951 106207 SH SOLE 0 0 106207 VERISK ANALYTICS INCCOM92345Y106653 3740 SH SOLE 0 0 3740 VERTEX PHARMACEUTICALS INCCOM92532F1001478 7328 SH SOLE 0 0 7328 VIACOMCBS INCCL B92556H206718 15894 SH SOLE 0 0 15894 VIATRIS INCCOM92556V106379 27896 SH SOLE 0 0 27896 VICI PPTYS INCCOM9256521092060 66406 SH SOLE 0 0 66406 VIPSHOP HOLDINGS LIMITEDSPONSORED ADS A92763W103328 16319 SH SOLE 0 0 16319 VISA INCCOM CL A92826C83910029 42890 SH SOLE 0 0 42890 VMWARE INCCL A COM928563402451 2819 SH SOLE 0 0 2819 VORNADO RLTY TRSH BEN INT929042109770 16504 SH SOLE 0 0 16504 VOYA FINANCIAL INCCOM929089100236 3841 SH SOLE 0 0 3841 VULCAN MATLS COCOM929160109463 2660 SH SOLE 0 0 2660 WP CAREY INCCOM92936U1091520 20376 SH SOLE 0 0 20376 WEC ENERGY GROUP INCCOM92939U1064974 55920 SH SOLE 0 0 55920 WABTECCOM929740108257 3124 SH SOLE 0 0 3124 WALMART INCCOM9311421035332 37813 SH SOLE 0 0 37813 WALGREENS BOOTS ALLIANCE INCCOM9314271081012 19229 SH SOLE 0 0 19229 WASTE CONNECTIONS INCCOM94106B101902 7554 SH SOLE 0 0 7554 WASTE MGMT INC DELCOM94106L1091473 10510 SH SOLE 0 0 10510 WATERS CORPCOM941848103661 1914 SH SOLE 0 0 1914 WAYFAIR INCCL A94419L101576 1826 SH SOLE 0 0 1826 WEINGARTEN RLTY INVSSH BEN INT948741103354 11031 SH SOLE 0 0 11031 WELLS FARGO CO NEWCOM9497461014835 106766 SH SOLE 0 0 106766 WELLTOWER INCCOM95040Q1043569 42947 SH SOLE 0 0 42947 WEST PHARMACEUTICAL SVSC INCCOM955306105512 1427 SH SOLE 0 0 1427 WESTERN DIGITAL CORP.COM958102105509 7153 SH SOLE 0 0 7153 WESTERN UN COCOM959802109463 20159 SH SOLE 0 0 20159 WESTROCK COCOM96145D105243 4569 SH SOLE 0 0 4569 WEYERHAEUSER CO MTN BECOM NEW962166104772 22437 SH SOLE 0 0 22437 WHIRLPOOL CORPCOM963320106330 1515 SH SOLE 0 0 1515 WILLIAMS COS INCCOM9694571006148 231564 SH SOLE 0 0 231564 WORKDAY INCCL A98138H1011149 4814 SH SOLE 0 0 4814 WYNN RESORTS LTDCOM983134107265 2166 SH SOLE 0 0 2166 XPO LOGISTICS INCCOM983793100523 3738 SH SOLE 0 0 3738 XCEL ENERGY INCCOM98389B1003168 48081 SH SOLE 0 0 48081 XILINX INCCOM983919101907 6271 SH SOLE 0 0 6271 XYLEM INCCOM98419M100423 3526 SH SOLE 0 0 3526 YUM BRANDS INCCOM9884981011051 9134 SH SOLE 0 0 9134 YUM CHINA HLDGS INCCOM98850P109836 12617 SH SOLE 0 0 12617 ZEBRA TECHNOLOGIES CORPORATICL A989207105633 1195 SH SOLE 0 0 1195 ZENDESK INCCOM98936J101351 2431 SH SOLE 0 0 2431 ZILLOW GROUP INCCL C CAP STK98954M200741 6064 SH SOLE 0 0 6064 ZIMMER BIOMET HOLDINGS INCCOM98956P102883 5490 SH SOLE 0 0 5490 ZOETIS INCCL A98978V1032318 12440 SH SOLE 0 0 12440 ZTO EXPRESS CAYMAN INCSPONSORED ADS A98980A105329 10855 SH SOLE 0 0 10855 ZOOM VIDEO COMMUNICATIONS INCL A98980L1012379 6148 SH SOLE 0 0 6148