0001754960-22-000025.txt : 20220119 0001754960-22-000025.hdr.sgml : 20220119 20220118202517 ACCESSION NUMBER: 0001754960-22-000025 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220119 DATE AS OF CHANGE: 20220118 EFFECTIVENESS DATE: 20220119 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: 22536513 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 12-31-2021 12-31-2021 Redpoint Investment Management Pty Ltd

PO BOX R597 ROYAL EXCHANGE, NSW C3 1225

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3717 SH SOLE 0 0 3717 INCYTE CORPCOM45337C102277 3778 SH SOLE 0 0 3778 INDUSTRIAL LOGISTICS PPTYS TCOM SHS BEN INT456237106784 31294 SH SOLE 0 0 31294 INGERSOLL RAND INCCOM45687V106551 8912 SH SOLE 0 0 8912 INNOVATIVE INDL PPTYS INCCOM45781V101450 1712 SH SOLE 0 0 1712 INSULET CORPCOM45784P101433 1626 SH SOLE 0 0 1626 INTEL CORPCOM4581401005069 98433 SH SOLE 0 0 98433 INTERCONTINENTAL EXCHANGE INCOM45866F1041465 10710 SH SOLE 0 0 10710 INTERNATIONAL BUSINESS MACHSCOM4592001012984 22327 SH SOLE 0 0 22327 INTERNATIONAL FLAVORS&FRAGRACOM459506101315 2092 SH SOLE 0 0 2092 INTERNATIONAL PAPER COCOM460146103330 7023 SH SOLE 0 0 7023 INTERPUBLIC GROUP COS INCCOM460690100594 15854 SH SOLE 0 0 15854 INTUITIVE SURGICAL INCCOM NEW46120E6023218 8956 SH SOLE 0 0 8956 INTUITCOM4612021034449 6917 SH SOLE 0 0 6917 INVITATION HOMES INCCOM46187W1072764 60954 SH SOLE 0 0 60954 IQVIA HLDGS INCCOM46266C1051368 4847 SH SOLE 0 0 4847 IQIYI INCSPONSORED ADS46267X10874 16290 SH SOLE 0 0 16290 IRIDIUM COMMUNICATIONS INCCOM46269C1021961 47500 SH SOLE 0 0 47500 IRON MTN INC NEWCOM46284V101368 7028 SH SOLE 0 0 7028 JPMORGAN CHASE & COCOM46625H10011537 72857 SH SOLE 0 0 72857 JACOBS ENGR GROUP INCCOM469814107372 2675 SH SOLE 0 0 2675 JD.COM INCSPON ADR CL A47215P1061603 22884 SH SOLE 0 0 22884 JOHNSON & JOHNSONCOM47816010410597 61943 SH SOLE 0 0 61943 JUNIPER NETWORKS INCCOM48203R104248 6948 SH SOLE 0 0 6948 KLA CORPCOM NEW4824801001985 4616 SH SOLE 0 0 4616 KE HLDGS INCSPONSORED ADS482497104250 12421 SH SOLE 0 0 12421 KKR & CO INCCOM48251W104526 7064 SH SOLE 0 0 7064 KELLOGG COCOM487836108416 6465 SH SOLE 0 0 6465 KENNEDY-WILSON HOLDINGS INCCOM489398107339 14193 SH SOLE 0 0 14193 KEURIG DR PEPPER INCCOM49271V100538 14608 SH SOLE 0 0 14608 KEYCORPCOM493267108483 20862 SH SOLE 0 0 20862 KEYSIGHT TECHNOLOGIES INCCOM49338L1031064 5150 SH SOLE 0 0 5150 KILROY RLTY CORPCOM49427F108879 13225 SH SOLE 0 0 13225 KIMBERLY-CLARK CORPCOM4943681031338 9360 SH SOLE 0 0 9360 KIMCO RLTY CORPCOM49446R1091101 44656 SH SOLE 0 0 44656 KINDER MORGAN INC DELCOM49456B1015682 358279 SH SOLE 0 0 358279 KITE RLTY GROUP TRCOM NEW49803T300390 17909 SH SOLE 0 0 17909 KNIGHT-SWIFT TRANSN HLDGS INCL A499049104386 6339 SH SOLE 0 0 6339 KRAFT HEINZ COCOM500754106650 18092 SH SOLE 0 0 18092 KROGER COCOM501044101993 21945 SH SOLE 0 0 21945 LKQ CORPCOM501889208452 7532 SH SOLE 0 0 7532 L3HARRIS TECHNOLOGIES INCCOM502431109993 4657 SH SOLE 0 0 4657 LABORATORY CORP AMER HLDGSCOM NEW50540R4091227 3906 SH SOLE 0 0 3906 LAM RESEARCH CORPCOM5128071082713 3773 SH SOLE 0 0 3773 LAS VEGAS SANDS CORPCOM517834107282 7498 SH SOLE 0 0 7498 LAUDER ESTEE COS INCCL A5184391042107 5692 SH SOLE 0 0 5692 LEAR CORPCOM NEW521865204253 1383 SH SOLE 0 0 1383 LEIDOS HOLDINGS INCCOM525327102371 4178 SH SOLE 0 0 4178 LENNAR CORPCL A5260571041260 10850 SH SOLE 0 0 10850 LENNOX INTL INCCOM526107107249 768 SH SOLE 0 0 768 LXP INDUSTRIAL TRUSTCOM529043101338 21608 SH SOLE 0 0 21608 LIBERTY MEDIA CORP DELCOM C SIRIUSXM531229607311 6109 SH SOLE 0 0 6109 LIBERTY MEDIA CORP DELCOM SER C FRMLA531229854241 3810 SH SOLE 0 0 3810 LIFE STORAGE INCCOM53223X107808 5278 SH SOLE 0 0 5278 LILLY ELI & COCOM5324571085551 20097 SH SOLE 0 0 20097 LINCOLN NATL CORP INDCOM534187109394 5765 SH SOLE 0 0 5765 LOCKHEED MARTIN CORPCOM5398301091981 5573 SH SOLE 0 0 5573 LOWES COS INCCOM5486611074323 16723 SH SOLE 0 0 16723 LULULEMON ATHLETICA INCCOM5500211091192 3046 SH SOLE 0 0 3046 LUMEN TECHNOLOGIES INCCOM550241103358 28533 SH SOLE 0 0 28533 M & T BK CORPCOM55261F104482 3137 SH SOLE 0 0 3137 MGM RESORTS INTERNATIONALCOM552953101498 11087 SH SOLE 0 0 11087 MSCI INCCOM55354G1001483 2421 SH SOLE 0 0 2421 MACERICH COCOM554382101290 16756 SH SOLE 0 0 16756 MARATHON PETE CORPCOM56585A1021158 18097 SH SOLE 0 0 18097 MARKEL CORPCOM570535104344 279 SH SOLE 0 0 279 MARKETAXESS HLDGS INCCOM57060D108350 852 SH SOLE 0 0 852 MARSH & MCLENNAN COS INCCOM5717481022005 11535 SH SOLE 0 0 11535 MARRIOTT INTL INC NEWCL A5719032021338 8097 SH SOLE 0 0 8097 MARTIN MARIETTA MATLS INCCOM573284106526 1195 SH SOLE 0 0 1195 MARVELL TECHNOLOGY INCCOM5738741041065 12175 SH SOLE 0 0 12175 MASCO CORPCOM574599106617 8793 SH SOLE 0 0 8793 MASIMO CORPCOM574795100328 1122 SH SOLE 0 0 1122 MASTERCARD INCORPORATEDCL A57636Q1047725 21498 SH SOLE 0 0 21498 MATCH GROUP INC NEWCOM57667L107904 6834 SH SOLE 0 0 6834 MCCORMICK & CO INCCOM NON VTG579780206436 4518 SH SOLE 0 0 4518 MCDONALDS CORPCOM5801351014910 18316 SH SOLE 0 0 18316 MCKESSON CORPCOM58155Q1031064 4282 SH SOLE 0 0 4282 MEDICAL PPTYS TRUST INCCOM58463J3041355 57332 SH SOLE 0 0 57332 MERCADOLIBRE INCCOM58733R1021795 1331 SH SOLE 0 0 1331 MERCK & CO INCCOM58933Y1054906 64012 SH SOLE 0 0 64012 METLIFE INCCOM59156R1081142 18277 SH SOLE 0 0 18277 METTLER TOLEDO INTERNATIONALCOM5926881051045 616 SH SOLE 0 0 616 MICROSOFT CORPCOM59491810458740 174655 SH SOLE 0 0 174655 MICROCHIP TECHNOLOGY INC.COM5950171041251 14372 SH SOLE 0 0 14372 MICRON TECHNOLOGY INCCOM5951121032510 26948 SH SOLE 0 0 26948 MID-AMER APT CMNTYS INCCOM59522J1032647 11537 SH SOLE 0 0 11537 MODERNA INCCOM60770K1072031 7997 SH SOLE 0 0 7997 MOHAWK INDS INCCOM608190104218 1194 SH SOLE 0 0 1194 MOLINA HEALTHCARE INCCOM60855R100578 1816 SH SOLE 0 0 1816 MONDELEZ INTL INCCL A6092071052354 35496 SH SOLE 0 0 35496 MONMOUTH REAL ESTATE INVT COCL A609720107308 14668 SH SOLE 0 0 14668 MONOLITHIC PWR SYS INCCOM609839105504 1021 SH SOLE 0 0 1021 MONSTER BEVERAGE CORP NEWCOM61174X1091024 10664 SH SOLE 0 0 10664 MOODYS CORPCOM6153691051872 4792 SH SOLE 0 0 4792 MORGAN STANLEYCOM NEW6174464483216 32758 SH SOLE 0 0 32758 MOSAIC CO NEWCOM61945C103258 6560 SH SOLE 0 0 6560 MOTOROLA SOLUTIONS INCCOM NEW620076307942 3467 SH SOLE 0 0 3467 NIO INCSPON ADS62914V106634 20007 SH SOLE 0 0 20007 NRG ENERGY INCCOM NEW629377508828 19226 SH SOLE 0 0 19226 NVR INCCOM62944T105355 60 SH SOLE 0 0 60 NASDAQ INCCOM631103108527 2509 SH SOLE 0 0 2509 NATIONAL HEALTH INVS INCCOM63633D104412 7176 SH SOLE 0 0 7176 NATIONAL RETAIL PROPERTIES ICOM637417106900 18721 SH SOLE 0 0 18721 NATIONAL STORAGE AFFILIATESCOM SHS BEN IN637870106362 5237 SH SOLE 0 0 5237 NETAPP INCCOM64110D104515 5597 SH SOLE 0 0 5597 NETFLIX INCCOM64110L1066796 11280 SH SOLE 0 0 11280 NETEASE INCSPONSORED ADS64110W1021160 11400 SH SOLE 0 0 11400 NEUROCRINE BIOSCIENCES INCCOM64125C109315 3697 SH SOLE 0 0 3697 NEWELL BRANDS INCCOM651229106282 12933 SH SOLE 0 0 12933 NEWMONT CORPCOM651639106864 13930 SH SOLE 0 0 13930 NEXTERA ENERGY INCCOM65339F10113391 143431 SH SOLE 0 0 143431 NEXTERA ENERGY PARTNERS LPCOM UNIT PART IN65341B1063160 37435 SH SOLE 0 0 37435 NIKE INCCL B6541061035191 31144 SH SOLE 0 0 31144 NISOURCE INCCOM65473P1054425 160271 SH SOLE 0 0 160271 NORDSON CORPCOM655663102444 1739 SH SOLE 0 0 1739 NORFOLK SOUTHN CORPCOM65584410811352 38132 SH SOLE 0 0 38132 NORTHERN TR CORPCOM665859104456 3815 SH SOLE 0 0 3815 NORTHROP GRUMMAN CORPCOM6668071021390 3591 SH SOLE 0 0 3591 NORTHWEST NAT HLDG COCOM66765N1051033 21176 SH SOLE 0 0 21176 NORTHWESTERN CORPCOM NEW6680743051227 21461 SH SOLE 0 0 21461 NORTONLIFELOCK INCCOM668771108589 22664 SH SOLE 0 0 22664 NUCOR CORPCOM670346105835 7311 SH SOLE 0 0 7311 NVIDIA CORPORATIONCOM67066G10417632 59951 SH SOLE 0 0 59951 OGE ENERGY CORPCOM6708371033917 102065 SH SOLE 0 0 102065 OREILLY AUTOMOTIVE INCCOM67103H1071037 1468 SH SOLE 0 0 1468 OCCIDENTAL PETE CORPCOM674599105719 24812 SH SOLE 0 0 24812 OLD DOMINION FREIGHT LINE INCOM679580100922 2573 SH SOLE 0 0 2573 OMNICOM GROUP INCCOM681919106528 7203 SH SOLE 0 0 7203 OMEGA HEALTHCARE INVS INCCOM681936100943 31868 SH SOLE 0 0 31868 ON SEMICONDUCTOR CORPCOM682189105742 10929 SH SOLE 0 0 10929 ONE GAS INCCOM68235P1081782 22968 SH SOLE 0 0 22968 ONEOK INC NEWCOM6826801035883 100112 SH SOLE 0 0 100112 ORACLE CORPCOM68389X1053539 40584 SH SOLE 0 0 40584 ORMAT TECHNOLOGIES INCCOM6866881021372 17301 SH SOLE 0 0 17301 OTIS WORLDWIDE CORPCOM68902V1071079 12395 SH SOLE 0 0 12395 OWENS CORNING NEWCOM690742101835 9231 SH SOLE 0 0 9231 PG&E CORPCOM69331C108357 29421 SH SOLE 0 0 29421 PNC FINL SVCS GROUP INCCOM6934751052069 10320 SH SOLE 0 0 10320 PPG INDS INCCOM693506107749 4345 SH SOLE 0 0 4345 PPL CORPCOM69351T1065926 197143 SH SOLE 0 0 197143 PS BUSINESS PKS INC CALIFCOM69360J107482 2618 SH SOLE 0 0 2618 PTC INCCOM69370C100339 2800 SH SOLE 0 0 2800 PACCAR INCCOM693718108806 9129 SH SOLE 0 0 9129 PACKAGING CORP AMERCOM695156109240 1762 SH SOLE 0 0 1762 PALO ALTO NETWORKS INCCOM6974351051317 2366 SH SOLE 0 0 2366 PARAMOUNT GROUP INCCOM69924R108153 18302 SH SOLE 0 0 18302 PARK HOTELS & RESORTS INCCOM700517105262 13877 SH SOLE 0 0 13877 PARKER-HANNIFIN CORPCOM7010941041130 3553 SH SOLE 0 0 3553 PAYCOM SOFTWARE INCCOM70432V102611 1472 SH SOLE 0 0 1472 PAYCHEX INCCOM7043261071131 8287 SH SOLE 0 0 8287 PAYPAL HLDGS INCCOM70450Y1035343 28333 SH SOLE 0 0 28333 PEPSICO INCCOM7134481085721 32932 SH SOLE 0 0 32932 PERKINELMER INCCOM714046109937 4661 SH SOLE 0 0 4661 PFIZER INCCOM7170811037657 129676 SH SOLE 0 0 129676 PHILLIPS 66COM718546104758 10460 SH SOLE 0 0 10460 PHYSICIANS RLTY TRCOM71943U104366 19435 SH SOLE 0 0 19435 PIEDMONT OFFICE REALTY TR INCOM CL A720190206237 12913 SH SOLE 0 0 12913 PINDUODUO INCSPONSORED ADS722304102703 12057 SH SOLE 0 0 12057 PINNACLE WEST CAP CORPCOM7234841012116 29973 SH SOLE 0 0 29973 PINTEREST INCCL A72352L106523 14392 SH SOLE 0 0 14392 PIONEER NAT RES COCOM723787107871 4788 SH SOLE 0 0 4788 POOL CORPCOM73278L105509 899 SH SOLE 0 0 899 PORTLAND GEN ELEC COCOM NEW7365088471530 28906 SH SOLE 0 0 28906 PRICE T ROWE GROUP INCCOM74144T1081772 9012 SH SOLE 0 0 9012 PRINCIPAL FINANCIAL GROUP INCOM74251V102370 5112 SH SOLE 0 0 5112 PROCTER AND GAMBLE COCOM7427181099842 60168 SH SOLE 0 0 60168 PROGRESSIVE CORPCOM7433151031159 11286 SH SOLE 0 0 11286 PROLOGIS INC.COM74340W10312224 72604 SH SOLE 0 0 72604 PRUDENTIAL FINL INCCOM744320102967 8936 SH SOLE 0 0 8936 PUBLIC SVC ENTERPRISE GRP INCOM7445731064309 64578 SH SOLE 0 0 64578 PUBLIC STORAGECOM74460D1095730 15298 SH SOLE 0 0 15298 PULTE GROUP INCCOM745867101552 9649 SH SOLE 0 0 9649 QORVO INCCOM74736K101645 4124 SH SOLE 0 0 4124 QUALCOMM INCCOM7475251035217 28527 SH SOLE 0 0 28527 QUEST DIAGNOSTICS INCCOM74834L100910 5258 SH SOLE 0 0 5258 RAYMOND JAMES FINL INCCOM754730109417 4158 SH SOLE 0 0 4158 RAYTHEON TECHNOLOGIES CORPCOM75513E1012478 28793 SH SOLE 0 0 28793 REALTY INCOME CORPCOM7561091043465 48394 SH SOLE 0 0 48394 REGENCY CTRS CORPCOM7588491031420 18850 SH SOLE 0 0 18850 REGENERON PHARMACEUTICALSCOM75886F1072003 3171 SH SOLE 0 0 3171 REGIONS FINANCIAL CORP NEWCOM7591EP100725 33247 SH SOLE 0 0 33247 REPUBLIC SVCS INCCOM760759100613 4394 SH SOLE 0 0 4394 RESMED INCCOM7611521071052 4038 SH SOLE 0 0 4038 RETAIL OPPORTUNITY INVTS CORCOM76131N101232 11830 SH SOLE 0 0 11830 REXFORD INDL RLTY INCCOM76169C100537 6616 SH SOLE 0 0 6616 ROBERT HALF INTL INCCOM770323103688 6169 SH SOLE 0 0 6169 ROCKWELL AUTOMATION INCCOM773903109989 2834 SH SOLE 0 0 2834 ROKU INCCOM CL A77543R102702 3078 SH SOLE 0 0 3078 ROPER TECHNOLOGIES INCCOM7766961061061 2158 SH SOLE 0 0 2158 ROSS STORES INCCOM778296103844 7388 SH SOLE 0 0 7388 RYMAN HOSPITALITY PPTYS INCCOM78377T107356 3875 SH SOLE 0 0 3875 S&P GLOBAL INCCOM78409V1042940 6229 SH SOLE 0 0 6229 SBA COMMUNICATIONS CORP NEWCL A78410G1046591 16942 SH SOLE 0 0 16942 SEI INVTS COCOM784117103232 3814 SH SOLE 0 0 3814 SJW GROUPCOM784305104701 9574 SH SOLE 0 0 9574 SL GREEN RLTY CORPCOM78440X804450 6277 SH SOLE 0 0 6277 SS&C TECHNOLOGIES HLDGS INCCOM78467J100723 8824 SH SOLE 0 0 8824 SVB FINANCIAL GROUPCOM78486Q1011041 1535 SH SOLE 0 0 1535 SABRA HEALTH CARE REIT INCCOM78573L106298 22008 SH SOLE 0 0 22008 SALESFORCE COM INCCOM79466L3026040 23769 SH SOLE 0 0 23769 HENRY SCHEIN INCCOM806407102241 3112 SH SOLE 0 0 3112 SCHLUMBERGER LTDCOM STK806857108977 32608 SH SOLE 0 0 32608 SCHWAB CHARLES CORPCOM8085131052092 24871 SH SOLE 0 0 24871 SEALED AIR CORP NEWCOM81211K100226 3346 SH SOLE 0 0 3346 SEMPRACOM8168511098024 60658 SH SOLE 0 0 60658 SERVICENOW INCCOM81762P1023457 5325 SH SOLE 0 0 5325 SHERWIN WILLIAMS COCOM8243481062201 6251 SH SOLE 0 0 6251 SIMON PPTY GROUP INC NEWCOM8288061095528 34599 SH SOLE 0 0 34599 SIRIUS XM HOLDINGS INCCOM82968B103181 28536 SH SOLE 0 0 28536 SITE CTRS CORPCOM82981J109245 15452 SH SOLE 0 0 15452 SKYWORKS SOLUTIONS INCCOM83088M102720 4641 SH SOLE 0 0 4641 SMITH A O CORPCOM831865209281 3275 SH SOLE 0 0 3275 SMUCKER J M COCOM NEW832696405346 2548 SH SOLE 0 0 2548 SNAP ON INCCOM833034101427 1981 SH SOLE 0 0 1981 SNAP INCCL A83304A1061186 25226 SH SOLE 0 0 25226 SNOWFLAKE INCCL A833445109870 2568 SH SOLE 0 0 2568 SOLAREDGE TECHNOLOGIES INCCOM83417M104289 1029 SH SOLE 0 0 1029 SOUTHERN COCOM8425871078597 125358 SH SOLE 0 0 125358 SOUTHWEST AIRLS COCOM844741108281 6567 SH SOLE 0 0 6567 SPIRE INCCOM84857L1011757 26943 SH SOLE 0 0 26943 SPIRIT RLTY CAP INC NEWCOM NEW84860W300475 9854 SH SOLE 0 0 9854 BLOCK INCCL A8522341031776 10998 SH SOLE 0 0 10998 STAG INDL INCCOM85254J102435 9067 SH SOLE 0 0 9067 STANLEY BLACK & DECKER INCCOM854502101818 4335 SH SOLE 0 0 4335 STARBUCKS CORPCOM8552441093572 30536 SH SOLE 0 0 30536 STATE STR CORPCOM857477103700 7531 SH SOLE 0 0 7531 STEEL DYNAMICS INCCOM858119100288 4635 SH SOLE 0 0 4635 STORE CAP CORPCOM862121100868 25234 SH SOLE 0 0 25234 STRYKER CORPORATIONCOM8636671012303 8612 SH SOLE 0 0 8612 SUN CMNTYS INCCOM8666741042103 10016 SH SOLE 0 0 10016 SYNOPSYS INCCOM8716071071695 4601 SH SOLE 0 0 4601 SYNCHRONY FINANCIALCOM87165B103793 17088 SH SOLE 0 0 17088 SYSCO CORPCOM871829107724 9218 SH SOLE 0 0 9218 TJX COS INC NEWCOM8725401091924 25337 SH SOLE 0 0 25337 T-MOBILE US INCCOM8725901041367 11785 SH SOLE 0 0 11785 TAKE-TWO INTERACTIVE SOFTWARCOM874054109600 3374 SH SOLE 0 0 3374 TAL EDUCATION GROUPSPONSORED ADS87408010494 23961 SH SOLE 0 0 23961 TARGET CORPCOM87612E1063101 13399 SH SOLE 0 0 13399 TARGA RES CORPCOM87612G1011309 25051 SH SOLE 0 0 25051 TELEFLEX INCORPORATEDCOM879369106307 935 SH SOLE 0 0 935 TENCENT MUSIC ENTMT GROUPSPON ADS88034P109171 25000 SH SOLE 0 0 25000 TERADYNE INCCOM880770102955 5837 SH SOLE 0 0 5837 TERRENO RLTY CORPCOM88146M101405 4745 SH SOLE 0 0 4745 TEVA PHARMACEUTICAL INDS LTDSPONSORED ADS881624209146 18252 SH SOLE 0 0 18252 TEXAS INSTRS INCCOM8825081044031 21387 SH SOLE 0 0 21387 TEXTRON INCCOM883203101356 4616 SH SOLE 0 0 4616 THE TRADE DESK INCCOM CL A88339J1051126 12290 SH SOLE 0 0 12290 THERMO FISHER SCIENTIFIC INCCOM8835561026215 9315 SH SOLE 0 0 9315 3M COCOM88579Y1012404 13531 SH SOLE 0 0 13531 TRACTOR SUPPLY COCOM892356106667 2795 SH SOLE 0 0 2795 TRANSDIGM GROUP INCCOM893641100722 1135 SH SOLE 0 0 1135 TRANSUNIONCOM89400J107532 4483 SH SOLE 0 0 4483 TRAVELERS COMPANIES INCCOM89417E109914 5841 SH SOLE 0 0 5841 TRIMBLE INCCOM896239100483 5540 SH SOLE 0 0 5540 TRIP COM GROUP LTDADS89677Q107424 17223 SH SOLE 0 0 17223 TRUIST FINL CORPCOM89832Q1092026 34604 SH SOLE 0 0 34604 TWILIO INCCL A90138F1021134 4306 SH SOLE 0 0 4306 TWITTER INCCOM90184L102824 19070 SH SOLE 0 0 19070 TYLER TECHNOLOGIES INCCOM902252105514 955 SH SOLE 0 0 955 TYSON FOODS INCCL A9024941031002 11495 SH SOLE 0 0 11495 UDR INCCOM9026531041452 24206 SH SOLE 0 0 24206 UGI CORP NEWCOM902681105675 14699 SH SOLE 0 0 14699 US BANCORP DELCOM NEW9029733041864 33188 SH SOLE 0 0 33188 UBER TECHNOLOGIES INCCOM90353T1001183 28202 SH SOLE 0 0 28202 ULTA BEAUTY INCCOM90384S303597 1448 SH SOLE 0 0 1448 UNION PAC CORPCOM90781810819477 77310 SH SOLE 0 0 77310 UNITED PARCEL SERVICE INCCL B9113121063893 18161 SH SOLE 0 0 18161 UNITED RENTALS INCCOM911363109570 1714 SH SOLE 0 0 1714 UNITEDHEALTH GROUP INCCOM91324P10211196 22297 SH SOLE 0 0 22297 UNIVERSAL HLTH SVCS INCCL B913903100208 1601 SH SOLE 0 0 1601 V F CORPCOM918204108517 7066 SH SOLE 0 0 7066 VAIL RESORTS INCCOM91879Q109262 800 SH SOLE 0 0 800 VALERO ENERGY CORPCOM91913Y100947 12613 SH SOLE 0 0 12613 VEEVA SYS INCCL A COM922475108987 3865 SH SOLE 0 0 3865 VENTAS INCCOM92276F1001715 33552 SH SOLE 0 0 33552 VERISIGN INCCOM92343E102866 3413 SH SOLE 0 0 3413 VERIZON 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