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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
NXP SEMICONDUCTORS N V COM N6596X109 3,063 20,695 SH   SOLE   20,695 0 0
PRICE T ROWE GROUP INC COM 74144T108 2,043 17,979 SH   SOLE   17,979 0 0
KLA CORP COM NEW 482480100 3,791 11,880 SH   SOLE   11,880 0 0
PACCAR INC COM 693718108 2,256 27,397 SH   SOLE   27,397 0 0
APPLE INC COM 037833100 175,871 1,286,360 SH   SOLE   1,286,360 0 0
PRUDENTIAL FINL INC COM 744320102 2,836 29,638 SH   SOLE   29,638 0 0
TARGET CORP COM 87612E106 5,334 37,767 SH   SOLE   37,767 0 0
MATCH GROUP INC NEW COM 57667L107 1,566 22,476 SH   SOLE   22,476 0 0
AFLAC INC COM 001055102 2,693 48,663 SH   SOLE   48,663 0 0
AIR PRODS & CHEMS INC COM 009158106 4,203 17,477 SH   SOLE   17,477 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 3,284 64,222 SH   SOLE   64,222 0 0
ILLINOIS TOOL WKS INC COM 452308109 4,495 24,666 SH   SOLE   24,666 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 6,954 33,110 SH   SOLE   33,110 0 0
MARSH & MCLENNAN COS INC COM 571748102 6,153 39,630 SH   SOLE   39,630 0 0
CONSOLIDATED EDISON INC COM 209115104 2,646 27,822 SH   SOLE   27,822 0 0
US BANCORP DEL COM NEW 902973304 5,114 111,119 SH   SOLE   111,119 0 0
MICRON TECHNOLOGY INC COM 595112103 4,879 88,265 SH   SOLE   88,265 0 0
HOME DEPOT INC COM 437076102 22,575 82,311 SH   SOLE   82,311 0 0
DOLLAR GEN CORP NEW COM 256677105 4,483 18,264 SH   SOLE   18,264 0 0
PNC FINL SVCS GROUP INC COM 693475105 5,204 32,984 SH   SOLE   32,984 0 0
COCA COLA CO COM 191216100 20,424 324,652 SH   SOLE   324,652 0 0
BK OF AMERICA CORP COM 060505104 17,821 572,483 SH   SOLE   572,483 0 0
COMCAST CORP NEW CL A 20030N101 13,992 356,582 SH   SOLE   356,582 0 0
EXXON MOBIL CORP COM 30231G102 28,579 333,707 SH   SOLE   333,707 0 0
CONOCOPHILLIPS COM 20825C104 9,200 102,433 SH   SOLE   102,433 0 0
ELECTRONIC ARTS INC COM 285512109 2,697 22,167 SH   SOLE   22,167 0 0
EXELON CORP COM 30161N101 3,499 77,208 SH   SOLE   77,208 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 2,788 41,310 SH   SOLE   41,310 0 0
TWITTER INC COM 90184L102 2,360 63,110 SH   SOLE   63,110 0 0
VMWARE INC CL A COM 928563402 1,881 16,502 SH   SOLE   16,502 0 0
ATMOS ENERGY CORP COM 049560105 1,197 10,675 SH   SOLE   10,675 0 0
BLACK KNIGHT INC COM 09215C105 798 12,205 SH   SOLE   12,205 0 0
FORTINET INC COM 34959E109 3,048 53,874 SH   SOLE   53,874 0 0
ARISTA NETWORKS INC COM 040413106 1,819 19,407 SH   SOLE   19,407 0 0
AVALONBAY CMNTYS INC COM 053484101 2,135 10,990 SH   SOLE   10,990 0 0
BAKER HUGHES COMPANY CL A 05722G100 2,169 75,146 SH   SOLE   75,146 0 0
CBRE GROUP INC CL A 12504L109 1,937 26,320 SH   SOLE   26,320 0 0
CITIZENS FINL GROUP INC COM 174610105 1,395 39,075 SH   SOLE   39,075 0 0
ON SEMICONDUCTOR CORP COM 682189105 1,715 34,091 SH   SOLE   34,091 0 0
DELL TECHNOLOGIES INC CL C 24703L202 1,057 22,875 SH   SOLE   22,875 0 0
DISH NETWORK CORPORATION CL A 25470M109 348 19,411 SH   SOLE   19,411 0 0
DOLLAR TREE INC COM 256746108 2,764 17,732 SH   SOLE   17,732 0 0
INVITATION HOMES INC COM 46187W107 1,704 47,897 SH   SOLE   47,897 0 0
RPM INTL INC COM 749685103 803 10,202 SH   SOLE   10,202 0 0
INTERPUBLIC GROUP COS INC COM 460690100 853 30,968 SH   SOLE   30,968 0 0
MOLSON COORS BEVERAGE CO CL B 60871R209 772 14,160 SH   SOLE   14,160 0 0
TRIMBLE INC COM 896239100 1,150 19,741 SH   SOLE   19,741 0 0
FIFTH THIRD BANCORP COM 316773100 1,807 53,776 SH   SOLE   53,776 0 0
UDR INC COM 902653104 1,155 25,087 SH   SOLE   25,087 0 0
LENNAR CORP CL A 526057104 1,454 20,602 SH   SOLE   20,602 0 0
HOLOGIC INC COM 436440101 1,370 19,774 SH   SOLE   19,774 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 1,097 13,279 SH   SOLE   13,279 0 0
AMERISOURCEBERGEN CORP COM 03073E105 1,749 12,364 SH   SOLE   12,364 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 976 15,373 SH   SOLE   15,373 0 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104 1,148 27,302 SH   SOLE   27,302 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100 644 16,813 SH   SOLE   16,813 0 0
BATH & BODY WORKS INC COM 070830104 544 20,213 SH   SOLE   20,213 0 0
MARATHON OIL CORP COM 565849106 1,273 56,639 SH   SOLE   56,639 0 0
ISHARES INC MSCI EMERG MRKT 46434G889 20,353 474,200 SH   SOLE   474,200 0 0
ISHARES INC MSCI EMERG MRKT 464286533 3,669 66,200 SH   SOLE   66,200 0 0
CITIGROUP INC COM NEW 172967424 7,194 156,417 SH   SOLE   156,417 0 0
PPG INDS INC COM 693506107 2,127 18,602 SH   SOLE   18,602 0 0
STARBUCKS CORP COM 855244109 6,926 90,671 SH   SOLE   90,671 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 5,660 28,199 SH   SOLE   28,199 0 0
AMERICAN EXPRESS CO COM 025816109 7,053 50,877 SH   SOLE   50,877 0 0
CIGNA CORP NEW COM 125523100 6,667 25,298 SH   SOLE   25,298 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 4,165 44,288 SH   SOLE   44,288 0 0
PAYCHEX INC COM 704326107 2,914 25,593 SH   SOLE   25,593 0 0
CORNING INC COM 219350105 1,996 63,339 SH   SOLE   63,339 0 0
JPMORGAN CHASE & CO COM 46625H100 26,210 232,751 SH   SOLE   232,751 0 0
BLOCK INC CL A 852234103 2,511 40,859 SH   SOLE   40,859 0 0
AMETEK INC COM 031100100 2,007 18,264 SH   SOLE   18,264 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 16,793 330,888 SH   SOLE   330,888 0 0
ANALOG DEVICES INC COM 032654105 6,026 41,250 SH   SOLE   41,250 0 0
EATON CORP PLC SHS G29183103 3,960 31,435 SH   SOLE   31,435 0 0
PEPSICO INC COM 713448108 18,174 109,049 SH   SOLE   109,049 0 0
MCDONALDS CORP COM 580135101 14,470 58,612 SH   SOLE   58,612 0 0
HCA HEALTHCARE INC COM 40412C101 3,218 19,145 SH   SOLE   19,145 0 0
COSTCO WHSL CORP NEW COM 22160K105 16,752 34,953 SH   SOLE   34,953 0 0
MEDTRONIC PLC SHS G5960L103 9,498 105,826 SH   SOLE   105,826 0 0
NIKE INC CL B 654106103 10,282 100,602 SH   SOLE   100,602 0 0
CENTENE CORP DEL COM 15135B101 3,883 45,891 SH   SOLE   45,891 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 412 12,978 SH   SOLE   12,978 0 0
ALLY FINL INC COM 02005N100 876 26,133 SH   SOLE   26,133 0 0
AMCOR PLC ORD G0250X107 1,483 119,318 SH   SOLE   119,318 0 0
AVANTOR INC COM 05352A100 1,495 48,080 SH   SOLE   48,080 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 1,202 14,506 SH   SOLE   14,506 0 0
CF INDS HLDGS INC COM 125269100 1,401 16,340 SH   SOLE   16,340 0 0
REALTY INCOME CORP COM 756109104 3,182 46,610 SH   SOLE   46,610 0 0
LUMEN TECHNOLOGIES INC COM 550241103 792 72,600 SH   SOLE   72,600 0 0
CORTEVA INC COM 22052L104 3,104 57,328 SH   SOLE   57,328 0 0
PULTE GROUP INC COM 745867101 781 19,700 SH   SOLE   19,700 0 0
EQUITABLE HLDGS INC COM 29452E101 801 30,707 SH   SOLE   30,707 0 0
EXTRA SPACE STORAGE INC COM 30225T102 1,791 10,530 SH   SOLE   10,530 0 0
STEEL DYNAMICS INC COM 858119100 993 15,004 SH   SOLE   15,004 0 0
KEYCORP COM 493267108 1,262 73,225 SH   SOLE   73,225 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 1,986 14,406 SH   SOLE   14,406 0 0
FOX CORP CL B COM 35137L204 347 11,686 SH   SOLE   11,686 0 0
KKR & CO INC COM 48251W104 2,028 43,807 SH   SOLE   43,807 0 0
GENUINE PARTS CO COM 372460105 1,490 11,202 SH   SOLE   11,202 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 552 25,007 SH   SOLE   25,007 0 0
VORNADO RLTY TR SH BEN INT 929042109 366 12,804 SH   SOLE   12,804 0 0
HENRY SCHEIN INC COM 806407102 830 10,812 SH   SOLE   10,812 0 0
HERSHEY CO COM 427866108 2,470 11,479 SH   SOLE   11,479 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 2,391 20,076 SH   SOLE   20,076 0 0
SNOWFLAKE INC CL A 833445109 2,350 16,901 SH   SOLE   16,901 0 0
NRG ENERGY INC COM NEW 629377508 729 19,088 SH   SOLE   19,088 0 0
DOORDASH INC CL A 25809K105 962 14,989 SH   SOLE   14,989 0 0
APA CORPORATION COM 03743Q108 950 27,210 SH   SOLE   27,210 0 0
EQT CORP COM 26884L109 914 26,576 SH   SOLE   26,576 0 0
ISHARES INC CORE MSCI EMKT 46434G103 378,547 7,716,000 SH   SOLE   7,716,000 0 0
ISHARES TR IBOXX INV CP ETF 464287242 94,626 860,000 SH   SOLE   860,000 0 0
ROSS STORES INC COM 778296103 1,956 27,851 SH   SOLE   27,851 0 0
COSTAR GROUP INC COM 22160N109 1,876 31,061 SH   SOLE   31,061 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 2,901 31,293 SH   SOLE   31,293 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 2,812 23,676 SH   SOLE   23,676 0 0
TEXAS INSTRS INC COM 882508104 11,185 72,798 SH   SOLE   72,798 0 0
WELLS FARGO CO NEW COM 949746101 11,778 300,678 SH   SOLE   300,678 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 4,405 48,050 SH   SOLE   48,050 0 0
KINDER MORGAN INC DEL COM 49456B101 2,696 160,858 SH   SOLE   160,858 0 0
BECTON DICKINSON & CO COM 075887109 5,534 22,446 SH   SOLE   22,446 0 0
PHILLIPS 66 COM 718546104 3,103 37,842 SH   SOLE   37,842 0 0
ALLSTATE CORP COM 020002101 2,781 21,941 SH   SOLE   21,941 0 0
CSX CORP COM 126408103 5,024 172,891 SH   SOLE   172,891 0 0
BROWN FORMAN CORP CL B 115637209 1,709 24,358 SH   SOLE   24,358 0 0
BEST BUY INC COM 086516101 1,113 17,066 SH   SOLE   17,066 0 0
STANLEY BLACK & DECKER INC COM 854502101 1,350 12,876 SH   SOLE   12,876 0 0
TRUIST FINL CORP COM 89832Q109 4,965 104,687 SH   SOLE   104,687 0 0
OKTA INC CL A 679295105 1,058 11,708 SH   SOLE   11,708 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 13,611 37,182 SH   SOLE   37,182 0 0
LAUDER ESTEE COS INC CL A 518439104 4,666 18,321 SH   SOLE   18,321 0 0
BAXTER INTL INC COM 071813109 2,543 39,592 SH   SOLE   39,592 0 0
BLACKSTONE INC COM 09260D107 5,037 55,207 SH   SOLE   55,207 0 0
METLIFE INC COM 59156R108 3,471 55,281 SH   SOLE   55,281 0 0
VISTRA CORP COM 92840M102 780 34,136 SH   SOLE   34,136 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 1,154 12,639 SH   SOLE   12,639 0 0
M & T BK CORP COM 55261F104 2,256 14,153 SH   SOLE   14,153 0 0
BORGWARNER INC COM 099724106 629 18,843 SH   SOLE   18,843 0 0
CONAGRA BRANDS INC COM 205887102 1,292 37,727 SH   SOLE   37,727 0 0
ANNALY CAPITAL MANAGEMENT IN COM 035710409 727 122,994 SH   SOLE   122,994 0 0
NETAPP INC COM 64110D104 1,147 17,588 SH   SOLE   17,588 0 0
OMNICOM GROUP INC COM 681919106 1,048 16,474 SH   SOLE   16,474 0 0
OCCIDENTAL PETE CORP COM 674599105 4,335 73,627 SH   SOLE   73,627 0 0
DISCOVER FINL SVCS COM 254709108 2,124 22,457 SH   SOLE   22,457 0 0
PIONEER NAT RES CO COM 723787107 4,057 18,187 SH   SOLE   18,187 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100 1,385 73,869 SH   SOLE   73,869 0 0
REPUBLIC SVCS INC COM 760759100 2,285 17,458 SH   SOLE   17,458 0 0
SIRIUS XM HOLDINGS INC COM 82968B103 380 61,928 SH   SOLE   61,928 0 0
FOX CORP CL A COM 35137L105 801 24,893 SH   SOLE   24,893 0 0
FORTIVE CORP COM 34959J108 1,457 26,792 SH   SOLE   26,792 0 0
HALLIBURTON CO COM 406216101 2,221 70,829 SH   SOLE   70,829 0 0
VENTAS INC COM 92276F100 1,615 31,394 SH   SOLE   31,394 0 0
HUNTINGTON BANCSHARES INC COM 446150104 1,369 113,762 SH   SOLE   113,762 0 0
WP CAREY INC COM 92936U109 1,245 15,025 SH   SOLE   15,025 0 0
HOST HOTELS & RESORTS INC COM 44107P104 881 56,157 SH   SOLE   56,157 0 0
INCYTE CORP COM 45337C102 1,122 14,767 SH   SOLE   14,767 0 0
MASCO CORP COM 574599106 957 18,912 SH   SOLE   18,912 0 0
ARCH CAP GROUP LTD ORD G0450A105 1,359 29,878 SH   SOLE   29,878 0 0
PLUG POWER INC COM NEW 72919P202 676 40,797 SH   SOLE   40,797 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103 361 14,039 SH   SOLE   14,039 0 0
CONSTELLATION ENERGY CORP COM 21037T109 1,468 25,634 SH   SOLE   25,634 0 0
KIMCO RLTY CORP COM 49446R109 958 48,481 SH   SOLE   48,481 0 0
TARGA RES CORP COM 87612G101 1,015 17,008 SH   SOLE   17,008 0 0
LILLY ELI & CO COM 532457108 20,688 63,807 SH   SOLE   63,807 0 0
UNITED PARCEL SERVICE INC CL B 911312106 10,540 57,743 SH   SOLE   57,743 0 0
AMERICAN TOWER CORP NEW COM 03027X100 9,185 35,935 SH   SOLE   35,935 0 0
INTUIT COM 461202103 8,173 21,204 SH   SOLE   21,204 0 0
BLACKROCK INC COM 09247X101 7,299 11,985 SH   SOLE   11,985 0 0
CATERPILLAR INC COM 149123101 7,551 42,240 SH   SOLE   42,240 0 0
CVS HEALTH CORP COM 126650100 9,586 103,457 SH   SOLE   103,457 0 0
FORD MTR CO DEL COM 345370860 3,451 310,045 SH   SOLE   310,045 0 0
PARKER-HANNIFIN CORP COM 701094104 2,487 10,108 SH   SOLE   10,108 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 2,545 43,825 SH   SOLE   43,825 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 5,736 34,068 SH   SOLE   34,068 0 0
WELLTOWER INC COM 95040Q104 2,903 35,256 SH   SOLE   35,256 0 0
META PLATFORMS INC CL A 30303M102 29,349 182,010 SH   SOLE   182,010 0 0
ALPHABET INC CAP STK CL C 02079K107 48,981 22,392 SH   SOLE   22,392 0 0
ALPHABET INC CAP STK CL A 02079K305 51,662 23,706 SH   SOLE   23,706 0 0
PROCTER AND GAMBLE CO COM 742718109 27,169 188,946 SH   SOLE   188,946 0 0
CME GROUP INC COM 12572Q105 5,799 28,329 SH   SOLE   28,329 0 0
MARVELL TECHNOLOGY INC COM 573874104 2,895 66,512 SH   SOLE   66,512 0 0
FEDEX CORP COM 31428X106 4,498 19,841 SH   SOLE   19,841 0 0
SHERWIN WILLIAMS CO COM 824348106 4,366 19,498 SH   SOLE   19,498 0 0
SOUTHERN CO COM 842587107 5,960 83,572 SH   SOLE   83,572 0 0
STATE STR CORP COM 857477103 1,779 28,855 SH   SOLE   28,855 0 0
NORFOLK SOUTHN CORP COM 655844108 4,296 18,900 SH   SOLE   18,900 0 0
NEWMONT CORP COM 651639106 3,751 62,857 SH   SOLE   62,857 0 0
ECOLAB INC COM 278865100 3,128 20,343 SH   SOLE   20,343 0 0
SCHLUMBERGER LTD COM STK 806857108 3,983 111,388 SH   SOLE   111,388 0 0
CISCO SYS INC COM 17275R102 13,962 327,447 SH   SOLE   327,447 0 0
DOCUSIGN INC COM 256163106 895 15,598 SH   SOLE   15,598 0 0
EBAY INC. COM 278642103 1,930 46,311 SH   SOLE   46,311 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 13,832 49,817 SH   SOLE   49,817 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 13,230 171,813 SH   SOLE   171,813 0 0
JOHNSON CTLS INTL PLC SHS G51502105 2,652 55,394 SH   SOLE   55,394 0 0
IQVIA HLDGS INC COM 46266C105 3,260 15,025 SH   SOLE   15,025 0 0
WESTERN UN CO COM 959802109 511 31,019 SH   SOLE   31,019 0 0
CMS ENERGY CORP COM 125896100 1,538 22,784 SH   SOLE   22,784 0 0
NISOURCE INC COM 65473P105 942 31,954 SH   SOLE   31,954 0 0
PG&E CORP COM 69331C108 1,169 117,109 SH   SOLE   117,109 0 0
CARDINAL HEALTH INC COM 14149Y108 1,142 21,839 SH   SOLE   21,839 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 365 12,610 SH   SOLE   12,610 0 0
PINTEREST INC CL A 72352L106 815 44,892 SH   SOLE   44,892 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 204 22,257 SH   SOLE   22,257 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 981 13,923 SH   SOLE   13,923 0 0
INTERNATIONAL PAPER CO COM 460146103 1,179 28,183 SH   SOLE   28,183 0 0
RAYMOND JAMES FINL INC COM 754730109 1,370 15,323 SH   SOLE   15,323 0 0
IRON MTN INC NEW COM 46284V101 1,109 22,773 SH   SOLE   22,773 0 0
TYSON FOODS INC CL A 902494103 1,984 23,052 SH   SOLE   23,052 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 1,232 10,658 SH   SOLE   10,658 0 0
PARAMOUNT GLOBAL CLASS B COM 92556H206 1,178 47,716 SH   SOLE   47,716 0 0
SOUTHWEST AIRLS CO COM 844741108 422 11,672 SH   SOLE   11,672 0 0
LAS VEGAS SANDS CORP COM 517834107 908 27,039 SH   SOLE   27,039 0 0
BERKLEY W R CORP COM 084423102 1,138 16,671 SH   SOLE   16,671 0 0
XCEL ENERGY INC COM 98389B100 3,035 42,897 SH   SOLE   42,897 0 0
LYFT INC CL A COM 55087P104 320 24,116 SH   SOLE   24,116 0 0
AMC ENTMT HLDGS INC CL A COM 00165C104 547 40,391 SH   SOLE   40,391 0 0
ENTEGRIS INC COM 29362U104 982 10,658 SH   SOLE   10,658 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 870 24,538 SH   SOLE   24,538 0 0
BURFORD CAP LTD ORD SHS G17977110 218 27,089 SH   SOLE   27,089 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 3,280 21,860 SH   SOLE   21,860 0 0
EVERSOURCE ENERGY COM 30040W108 2,293 27,150 SH   SOLE   27,150 0 0
TWILIO INC CL A 90138F102 1,134 13,534 SH   SOLE   13,534 0 0
GILEAD SCIENCES INC COM 375558103 6,109 98,836 SH   SOLE   98,836 0 0
MICROSOFT CORP COM 594918104 144,181 561,385 SH   SOLE   561,385 0 0
HP INC COM 40434L105 2,722 83,030 SH   SOLE   83,030 0 0
PROLOGIS INC. COM 74340W103 6,863 58,330 SH   SOLE   58,330 0 0
ELEVANCE HEALTH INC COM 036752103 9,179 19,020 SH   SOLE   19,020 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 5,655 20,067 SH   SOLE   20,067 0 0
WASTE CONNECTIONS INC COM 94106B101 2,514 20,284 SH   SOLE   20,284 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 2,784 13,283 SH   SOLE   13,283 0 0
DOMINION ENERGY INC COM 25746U109 5,099 63,884 SH   SOLE   63,884 0 0
MORGAN STANLEY COM NEW 617446448 8,010 105,306 SH   SOLE   105,306 0 0
RESMED INC COM 761152107 2,416 11,527 SH   SOLE   11,527 0 0
APPLIED MATLS INC COM 038222105 6,335 69,632 SH   SOLE   69,632 0 0
MCKESSON CORP COM 58155Q103 3,852 11,808 SH   SOLE   11,808 0 0
NVIDIA CORPORATION COM 67066G104 29,872 197,059 SH   SOLE   197,059 0 0
MASTERCARD INCORPORATED CL A 57636Q104 21,703 68,794 SH   SOLE   68,794 0 0
UNITEDHEALTH GROUP INC COM 91324P102 38,093 74,165 SH   SOLE   74,165 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 1,198 12,928 SH   SOLE   12,928 0 0
CHURCH & DWIGHT CO INC COM 171340102 1,773 19,130 SH   SOLE   19,130 0 0
DISNEY WALT CO COM 254687106 13,547 143,509 SH   SOLE   143,509 0 0
MOODYS CORP COM 615369105 3,573 13,139 SH   SOLE   13,139 0 0
WASTE MGMT INC DEL COM 94106L109 4,999 32,680 SH   SOLE   32,680 0 0
SALESFORCE INC COM 79466L302 12,814 77,641 SH   SOLE   77,641 0 0
WORKDAY INC CL A 98138H101 2,157 15,450 SH   SOLE   15,450 0 0
CHEVRON CORP NEW COM 166764100 22,226 153,513 SH   SOLE   153,513 0 0
TRANSUNION COM 89400J107 1,205 15,068 SH   SOLE   15,068 0 0
UGI CORP NEW COM 902681105 635 16,442 SH   SOLE   16,442 0 0
ESSENTIAL UTILS INC COM 29670G102 866 18,884 SH   SOLE   18,884 0 0
DATADOG INC CL A COM 23804L103 1,686 17,707 SH   SOLE   17,707 0 0
EDISON INTL COM 281020107 1,898 30,008 SH   SOLE   30,008 0 0
MEDICAL PPTYS TRUST INC COM 58463J304 716 46,897 SH   SOLE   46,897 0 0
DENTSPLY SIRONA INC COM 24906P109 614 17,192 SH   SOLE   17,192 0 0
ARAMARK COM 03852U106 555 18,109 SH   SOLE   18,109 0 0
BROWN & BROWN INC COM 115236101 1,101 18,880 SH   SOLE   18,880 0 0
CARNIVAL CORP COMMON STOCK 143658300 572 66,087 SH   SOLE   66,087 0 0
CARLYLE GROUP INC COM 14316J108 487 15,370 SH   SOLE   15,370 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 1,029 10,153 SH   SOLE   10,153 0 0
COPART INC COM 217204106 1,824 16,788 SH   SOLE   16,788 0 0
CATALENT INC COM 148806102 1,439 13,414 SH   SOLE   13,414 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 657 33,488 SH   SOLE   33,488 0 0
EXPEDIA GROUP INC COM NEW 30212P303 1,123 11,842 SH   SOLE   11,842 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 633 10,576 SH   SOLE   10,576 0 0
SEAGEN INC COM 81181C104 1,921 10,855 SH   SOLE   10,855 0 0
SNAP INC CL A 83304A106 1,134 86,385 SH   SOLE   86,385 0 0
INVESCO LTD SHS G491BT108 438 27,184 SH   SOLE   27,184 0 0
KEURIG DR PEPPER INC COM 49271V100 2,176 61,481 SH   SOLE   61,481 0 0
KRAFT HEINZ CO COM 500754106 2,207 57,876 SH   SOLE   57,876 0 0
TERADYNE INC COM 880770102 1,148 12,821 SH   SOLE   12,821 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 786 21,259 SH   SOLE   21,259 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 574 12,390 SH   SOLE   12,390 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 2,005 13,901 SH   SOLE   13,901 0 0
HASBRO INC COM 418056107 852 10,406 SH   SOLE   10,406 0 0
LKQ CORP COM 501889208 1,048 21,343 SH   SOLE   21,343 0 0
HORMEL FOODS CORP COM 440452100 1,111 23,469 SH   SOLE   23,469 0 0
WESTROCK CO COM 96145D105 830 20,843 SH   SOLE   20,843 0 0
ENPHASE ENERGY INC COM 29355A107 2,061 10,557 SH   SOLE   10,557 0 0
NEXTERA ENERGY INC COM 65339F101 11,984 154,711 SH   SOLE   154,711 0 0
VIATRIS INC COM 92556V106 996 95,116 SH   SOLE   95,116 0 0
APOLLO GLOBAL MGMT INC COM 03769M106 1,524 31,502 SH   SOLE   31,502 0 0
ISHARES INC MSCI EMRG CHN 46434G764 43,882 918,800 SH   SOLE   918,800 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2,984 32,750 SH   SOLE   32,750 0 0
CUMMINS INC COM 231021106 2,177 11,248 SH   SOLE   11,248 0 0
BANK NEW YORK MELLON CORP COM 064058100 2,513 60,243 SH   SOLE   60,243 0 0
UNION PAC CORP COM 907818108 10,707 50,203 SH   SOLE   50,203 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 1,726 16,427 SH   SOLE   16,427 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 10,009 70,887 SH   SOLE   70,887 0 0
ADVANCED MICRO DEVICES INC COM 007903107 9,854 128,862 SH   SOLE   128,862 0 0
MONDELEZ INTL INC CL A 609207105 6,795 109,434 SH   SOLE   109,434 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 2,391 18,408 SH   SOLE   18,408 0 0
ZOETIS INC CL A 98978V103 6,395 37,203 SH   SOLE   37,203 0 0
BALL CORP COM 058498106 1,743 25,341 SH   SOLE   25,341 0 0
STRYKER CORPORATION COM 863667101 5,328 26,784 SH   SOLE   26,784 0 0
FASTENAL CO COM 311900104 2,265 45,367 SH   SOLE   45,367 0 0
TJX COS INC NEW COM 872540109 5,251 94,027 SH   SOLE   94,027 0 0
DEERE & CO COM 244199105 6,880 22,973 SH   SOLE   22,973 0 0
TRAVELERS COMPANIES INC COM 89417E109 3,220 19,036 SH   SOLE   19,036 0 0
TESLA INC COM 88160R101 46,631 69,245 SH   SOLE   69,245 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 27,787 101,778 SH   SOLE   101,778 0 0
AUTODESK INC COM 052769106 2,982 17,339 SH   SOLE   17,339 0 0
LAM RESEARCH CORP COM 512807108 4,686 10,996 SH   SOLE   10,996 0 0
AON PLC SHS CL A G0403H108 4,548 16,864 SH   SOLE   16,864 0 0
MERCK & CO INC COM 58933Y105 18,165 199,246 SH   SOLE   199,246 0 0
INTEL CORP COM 458140100 12,008 320,971 SH   SOLE   320,971 0 0
PFIZER INC COM 717081103 23,240 443,253 SH   SOLE   443,253 0 0
ABBVIE INC COM 00287Y109 21,354 139,420 SH   SOLE   139,420 0 0
DEXCOM INC COM 252131107 2,281 30,604 SH   SOLE   30,604 0 0
AMGEN INC COM 031162100 10,683 43,907 SH   SOLE   43,907 0 0
VEEVA SYS INC CL A COM 922475108 2,170 10,958 SH   SOLE   10,958 0 0
DOW INC COM 260557103 2,993 57,994 SH   SOLE   57,994 0 0
CENTERPOINT ENERGY INC COM 15189T107 1,463 49,459 SH   SOLE   49,459 0 0
DROPBOX INC CL A 26210C104 474 22,602 SH   SOLE   22,602 0 0
MARATHON PETE CORP COM 56585A102 3,663 44,552 SH   SOLE   44,552 0 0
XYLEM INC COM 98419M100 1,109 14,183 SH   SOLE   14,183 0 0
SMITH A O CORP COM 831865209 566 10,359 SH   SOLE   10,359 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 1,737 11,977 SH   SOLE   11,977 0 0
COTERRA ENERGY INC COM 127097103 1,654 64,129 SH   SOLE   64,129 0 0
NEWS CORP NEW CL A 65249B109 469 30,109 SH   SOLE   30,109 0 0
ONEOK INC NEW COM 682680103 1,947 35,073 SH   SOLE   35,073 0 0
CAMPBELL SOUP CO COM 134429109 800 16,649 SH   SOLE   16,649 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103 1,099 42,398 SH   SOLE   42,398 0 0
DOVER CORP COM 260003108 1,374 11,325 SH   SOLE   11,325 0 0
DUKE REALTY CORP COM NEW 264411505 1,658 30,171 SH   SOLE   30,171 0 0
DARDEN RESTAURANTS INC COM 237194105 1,139 10,067 SH   SOLE   10,067 0 0
EXACT SCIENCES CORP COM 30063P105 541 13,724 SH   SOLE   13,724 0 0
SYNCHRONY FINANCIAL COM 87165B103 1,135 41,089 SH   SOLE   41,089 0 0
TELADOC HEALTH INC COM 87918A105 420 12,637 SH   SOLE   12,637 0 0
CARMAX INC COM 143130102 1,154 12,750 SH   SOLE   12,750 0 0
LOEWS CORP COM 540424108 981 16,547 SH   SOLE   16,547 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 1,554 12,684 SH   SOLE   12,684 0 0
GARMIN LTD SHS H2906T109 1,194 12,157 SH   SOLE   12,157 0 0
VALERO ENERGY CORP COM 91913Y100 3,429 32,262 SH   SOLE   32,262 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 1,809 20,684 SH   SOLE   20,684 0 0
WESTERN DIGITAL CORP. COM 958102105 1,106 24,665 SH   SOLE   24,665 0 0
HORIZON THERAPEUTICS PUB L SHS G46188101 1,352 16,946 SH   SOLE   16,946 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 1,172 129,256 SH   SOLE   129,256 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104 683 20,560 SH   SOLE   20,560 0 0
QUANTA SVCS INC COM 74762E102 1,420 11,333 SH   SOLE   11,333 0 0
ISHARES INC MSCI STH KOR ETF 464286772 4,783 82,200 SH   SOLE   82,200 0 0
ISHARES INC MSCI TAIWAN ETF 46434G772 5,062 100,400 SH   SOLE   100,400 0 0
PUBLIC STORAGE COM 74460D109 3,881 12,413 SH   SOLE   12,413 0 0
TE CONNECTIVITY LTD SHS H84989104 2,904 25,664 SH   SOLE   25,664 0 0
AMPHENOL CORP NEW CL A 032095101 3,039 47,211 SH   SOLE   47,211 0 0
DANAHER CORPORATION COM 235851102 13,580 53,567 SH   SOLE   53,567 0 0
LOWES COS INC COM 548661107 9,224 52,811 SH   SOLE   52,811 0 0
ORACLE CORP COM 68389X105 8,824 126,296 SH   SOLE   126,296 0 0
SPLUNK INC COM 848637104 1,107 12,516 SH   SOLE   12,516 0 0
MARRIOTT INTL INC NEW CL A 571903202 2,974 21,863 SH   SOLE   21,863 0 0
YUM BRANDS INC COM 988498101 2,586 22,779 SH   SOLE   22,779 0 0
SYSCO CORP COM 871829107 3,388 39,998 SH   SOLE   39,998 0 0
VERISK ANALYTICS INC COM 92345Y106 2,200 12,712 SH   SOLE   12,712 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 2,193 57,867 SH   SOLE   57,867 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 3,439 44,312 SH   SOLE   44,312 0 0
T-MOBILE US INC COM 872590104 6,624 49,237 SH   SOLE   49,237 0 0
COLGATE PALMOLIVE CO COM 194162103 5,044 62,938 SH   SOLE   62,938 0 0
OTIS WORLDWIDE CORP COM 68902V107 2,367 33,498 SH   SOLE   33,498 0 0
JOHNSON & JOHNSON COM 478160104 36,789 207,249 SH   SOLE   207,249 0 0
ACTIVISION BLIZZARD INC COM 00507V109 4,782 61,416 SH   SOLE   61,416 0 0
BOSTON SCIENTIFIC CORP COM 101137107 4,191 112,459 SH   SOLE   112,459 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 1,851 17,147 SH   SOLE   17,147 0 0
MCCORMICK & CO INC COM NON VTG 579780206 1,639 19,686 SH   SOLE   19,686 0 0
FISERV INC COM 337738108 4,345 48,838 SH   SOLE   48,838 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 4,671 49,123 SH   SOLE   49,123 0 0
KIMBERLY-CLARK CORP COM 494368103 3,590 26,563 SH   SOLE   26,563 0 0
D R HORTON INC COM 23331A109 1,756 26,535 SH   SOLE   26,535 0 0
NETFLIX INC COM 64110L106 6,120 34,995 SH   SOLE   34,995 0 0
PAYPAL HLDGS INC COM 70450Y103 6,093 87,239 SH   SOLE   87,239 0 0
BIOGEN INC COM 09062X103 2,362 11,584 SH   SOLE   11,584 0 0
DUPONT DE NEMOURS INC COM 26614N102 2,247 40,430 SH   SOLE   40,430 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 16,752 30,835 SH   SOLE   30,835 0 0
UBER TECHNOLOGIES INC COM 90353T100 2,364 115,544 SH   SOLE   115,544 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 951 10,523 SH   SOLE   10,523 0 0
CDW CORP COM 12514G108 1,676 10,637 SH   SOLE   10,637 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 2,628 15,591 SH   SOLE   15,591 0 0
NORTONLIFELOCK INC COM 668771108 1,005 45,756 SH   SOLE   45,756 0 0
MODERNA INC COM 60770K107 3,856 26,993 SH   SOLE   26,993 0 0
BOSTON PROPERTIES INC COM 101121101 1,044 11,733 SH   SOLE   11,733 0 0
NUCOR CORP COM 670346105 2,215 21,213 SH   SOLE   21,213 0 0
NEWELL BRANDS INC COM 651229106 607 31,863 SH   SOLE   31,863 0 0
PENTAIR PLC SHS G7S00T104 595 13,004 SH   SOLE   13,004 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 630 18,034 SH   SOLE   18,034 0 0
REGENCY CTRS CORP COM 758849103 719 12,119 SH   SOLE   12,119 0 0
DIAMONDBACK ENERGY INC COM 25278X109 1,611 13,295 SH   SOLE   13,295 0 0
SEALED AIR CORP NEW COM 81211K100 672 11,643 SH   SOLE   11,643 0 0
INGERSOLL RAND INC COM 45687V106 1,349 32,056 SH   SOLE   32,056 0 0
SIMON PPTY GROUP INC NEW COM 828806109 2,458 25,900 SH   SOLE   25,900 0 0
JUNIPER NETWORKS INC COM 48203R104 728 25,555 SH   SOLE   25,555 0 0
KELLOGG CO COM 487836108 1,441 20,199 SH   SOLE   20,199 0 0
THE TRADE DESK INC COM CL A 88339J105 1,455 34,730 SH   SOLE   34,730 0 0
GODADDY INC CL A 380237107 917 13,178 SH   SOLE   13,178 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 260 12,367 SH   SOLE   12,367 0 0
CHENIERE ENERGY INC COM NEW 16411R208 2,401 18,048 SH   SOLE   18,048 0 0
V F CORP COM 918204108 1,151 26,056 SH   SOLE   26,056 0 0
VICI PPTYS INC COM 925652109 2,260 75,871 SH   SOLE   75,871 0 0
HESS CORP COM 42809H107 2,328 21,974 SH   SOLE   21,974 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 1,364 102,876 SH   SOLE   102,876 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104 1,951 58,911 SH   SOLE   58,911 0 0
GALLAGHER ARTHUR J & CO COM 363576109 2,680 16,438 SH   SOLE   16,438 0 0
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607 473 13,124 SH   SOLE   13,124 0 0
AMERICAN ELEC PWR CO INC COM 025537101 3,813 39,744 SH   SOLE   39,744 0 0
CERIDIAN HCM HLDG INC COM 15677J108 504 10,711 SH   SOLE   10,711 0 0
AIRBNB INC COM CL A 009066101 2,346 26,331 SH   SOLE   26,331 0 0
UNITY SOFTWARE INC COM 91332U101 552 14,993 SH   SOLE   14,993 0 0
LUCID GROUP INC COM 549498103 555 32,371 SH   SOLE   32,371 0 0
WEBSTER FINL CORP COM 947890109 596 14,130 SH   SOLE   14,130 0 0
ISHARES TR IBOXX HI YD ETF 464288513 37,541 510,000 SH   SOLE   510,000 0 0
CAPITAL ONE FINL CORP COM 14040H105 3,397 32,606 SH   SOLE   32,606 0 0
CONSTELLATION BRANDS INC CL A 21036P108 3,019 12,954 SH   SOLE   12,954 0 0
3M CO COM 88579Y101 5,826 45,016 SH   SOLE   45,016 0 0
SERVICENOW INC COM 81762P102 7,496 15,764 SH   SOLE   15,764 0 0
S&P GLOBAL INC COM 78409V104 9,410 27,919 SH   SOLE   27,919 0 0
KROGER CO COM 501044101 2,606 55,057 SH   SOLE   55,057 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106 2,504 39,575 SH   SOLE   39,575 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 7,912 26,637 SH   SOLE   26,637 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 2,131 14,324 SH   SOLE   14,324 0 0
AMAZON COM INC COM 023135106 76,680 721,962 SH   SOLE   721,962 0 0
VISA INC COM CL A 92826C839 25,738 130,723 SH   SOLE   130,723 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 2,452 22,003 SH   SOLE   22,003 0 0
EOG RES INC COM 26875P101 5,096 46,145 SH   SOLE   46,145 0 0
WILLIAMS COS INC COM 969457100 2,989 95,773 SH   SOLE   95,773 0 0
CHUBB LIMITED COM H1467J104 6,604 33,597 SH   SOLE   33,597 0 0
PROGRESSIVE CORP COM 743315103 5,356 46,064 SH   SOLE   46,064 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 2,405 67,435 SH   SOLE   67,435 0 0
FREEPORT-MCMORAN INC CL B 35671D857 3,355 114,671 SH   SOLE   114,671 0 0
APTIV PLC SHS G6095L109 1,895 21,275 SH   SOLE   21,275 0 0
GLOBAL PMTS INC COM 37940X102 2,459 22,226 SH   SOLE   22,226 0 0
ILLUMINA INC COM 452327109 2,282 12,376 SH   SOLE   12,376 0 0
AT&T INC COM 00206R102 11,801 563,030 SH   SOLE   563,030 0 0
SCHWAB CHARLES CORP COM 808513105 7,216 114,219 SH   SOLE   114,219 0 0
EMERSON ELEC CO COM 291011104 3,722 46,788 SH   SOLE   46,788 0 0
WALMART INC COM 931142103 14,621 120,256 SH   SOLE   120,256 0 0
ABBOTT LABS COM 002824100 15,103 139,004 SH   SOLE   139,004 0 0
DIGITAL RLTY TR INC COM 253868103 2,911 22,423 SH   SOLE   22,423 0 0
GENERAL MTRS CO COM 37045V100 3,456 108,805 SH   SOLE   108,805 0 0
GENERAL MLS INC COM 370334104 3,587 47,547 SH   SOLE   47,547 0 0
BROADCOM INC COM 11135F101 15,686 32,288 SH   SOLE   32,288 0 0
QUALCOMM INC COM 747525103 11,348 88,834 SH   SOLE   88,834 0 0
LINDE PLC SHS G5494J103 11,616 40,401 SH   SOLE   40,401 0 0
SEMPRA COM 816851109 3,739 24,881 SH   SOLE   24,881 0 0
SYNOPSYS INC COM 871607107 3,665 12,067 SH   SOLE   12,067 0 0
DYNATRACE INC COM NEW 268150109 622 15,766 SH   SOLE   15,766 0 0
ENTERGY CORP NEW COM 29364G103 1,803 16,004 SH   SOLE   16,004 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 1,056 18,189 SH   SOLE   18,189 0 0
FRANKLIN RESOURCES INC COM 354613101 552 23,680 SH   SOLE   23,680 0 0
BUNGE LIMITED COM G16962105 1,010 11,138 SH   SOLE   11,138 0 0
NORTHERN TR CORP COM 665859104 1,497 15,515 SH   SOLE   15,515 0 0
COGNEX CORP COM 192422103 583 13,708 SH   SOLE   13,708 0 0
CINCINNATI FINL CORP COM 172062101 1,433 12,040 SH   SOLE   12,040 0 0
PRINCIPAL FINANCIAL GROUP IN COM 74251V102 1,375 20,591 SH   SOLE   20,591 0 0
EASTMAN CHEM CO COM 277432100 908 10,115 SH   SOLE   10,115 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 2,033 28,149 SH   SOLE   28,149 0 0
ROLLINS INC COM 775711104 608 17,414 SH   SOLE   17,414 0 0
EXPEDITORS INTL WASH INC COM 302130109 1,299 13,324 SH   SOLE   13,324 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 514 12,454 SH   SOLE   12,454 0 0
LINCOLN NATL CORP IND COM 534187109 601 12,849 SH   SOLE   12,849 0 0
VULCAN MATLS CO COM 929160109 1,483 10,436 SH   SOLE   10,436 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 1,710 26,141 SH   SOLE   26,141 0 0
WABTEC COM 929740108 1,139 13,875 SH   SOLE   13,875 0 0
HOWMET AEROSPACE INC COM 443201108 930 29,570 SH   SOLE   29,570 0 0
MGM RESORTS INTERNATIONAL COM 552953101 798 27,556 SH   SOLE   27,556 0 0
MOSAIC CO NEW COM 61945C103 1,376 29,133 SH   SOLE   29,133 0 0
CLOUDFLARE INC CL A COM 18915M107 858 19,603 SH   SOLE   19,603 0 0
DEVON ENERGY CORP NEW COM 25179M103 2,741 49,737 SH   SOLE   49,737 0 0
BENTLEY SYS INC COM CL B 08265T208 500 15,024 SH   SOLE   15,024 0 0
AFFIRM HLDGS INC COM CL A 00827B106 271 14,993 SH   SOLE   14,993 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104 2,356 175,532 SH   SOLE   175,532 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101 632 41,130 SH   SOLE   41,130 0 0
ALCOA CORP COM 013872106 659 14,462 SH   SOLE   14,462 0 0
ROBLOX CORP CL A 771049103 906 27,562 SH   SOLE   27,562 0 0