The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 4,684,588 30,229 SH   SOLE   30,229 0 0
ABERCROMBIE & FITCH CO CL A 002896207 BBG001S97027 2,224,467 25,215 SH   SOLE   25,215 0 0
ABM INDS INC COM 000957100 BBG001S5N9B8 251,945 5,620 SH   SOLE   5,620 0 0
ACADIA HEALTHCARE COMPANY IN COM 00404A109 BBG001SNNWL7 1,126,742 14,490 SH   SOLE   14,490 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 BBG001SH4LQ0 2,059,813 14,646 SH   SOLE   14,646 0 0
ADVANCED ENERGY INDS COM 007973100 BBG001S8L5Z6 427,838 3,928 SH   SOLE   3,928 0 0
AECOM COM 00766T100 BBG001SKTTF1 1,775,765 19,212 SH   SOLE   19,212 0 0
AFFILIATED MANAGERS GROUP IN COM 008252108 BBG001S6DMD6 439,421 2,902 SH   SOLE   2,902 0 0
AFFIRM HLDGS INC COM CL A 00827B106 BBG00Y7BP8Z0 9,520,138 193,735 SH   SOLE   193,735 0 0
AGCO CORP COM 001084102 BBG001S7WHW3 2,188,901 18,029 SH   SOLE   18,029 0 0
AIR LEASE CORP CL A 00912X302 BBG001T92VD1 797,405 19,013 SH   SOLE   19,013 0 0
AIR PRODS & CHEMS INC COM 009158106 BBG001S5NSB6 8,198,120 29,942 SH   SOLE   29,942 0 0
ALBANY INTL CORP CL A 012348108 BBG001S5VKN1 258,024 2,627 SH   SOLE   2,627 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 BBG001S7FTC8 326,354 1,705 SH   SOLE   1,705 0 0
ALPHA METALLURGICAL RESOUR I COM 020764106 BBG00DGWV044 1,335,345 3,940 SH   SOLE   3,940 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 404,123 2,893 SH   SOLE   2,893 0 0
ALTRIA GROUP INC COM 02209S103 BBG001S5T8T5 1,792,911 44,445 SH   SOLE   44,445 0 0
AMER STATES WTR CO COM 029899101 BBG001S9T5Z6 338,407 4,208 SH   SOLE   4,208 0 0
AMEREN CORP COM 023608102 BBG001S5NF24 642,307 8,879 SH   SOLE   8,879 0 0
AMERICAN FINL GROUP INC OHIO COM 025932104 BBG001S8JK86 1,077,857 9,066 SH   SOLE   9,066 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 BBG001SPHYW3 1,792,424 13,580 SH   SOLE   13,580 0 0
AMERIPRISE FINL INC COM 03076C106 BBG001SK6096 5,650,351 14,876 SH   SOLE   14,876 0 0
AMN HEALTHCARE SVCS INC COM 001744101 BBG001S6Q193 247,254 3,302 SH   SOLE   3,302 0 0
ANALOG DEVICES INC COM 032654105 BBG001S5ND38 15,079,242 75,943 SH   SOLE   75,943 0 0
ANSYS INC COM 03662Q105 BBG001S926L8 7,663,300 21,118 SH   SOLE   21,118 0 0
APPFOLIO INC COM CL A 03783C100 BBG008GC8CS3 492,695 2,844 SH   SOLE   2,844 0 0
APPLE INC COM 037833100 BBG001S5N8V8 20,379,301 105,850 SH   SOLE   105,850 0 0
APPLIED MATLS INC COM 038222105 BBG001S5NMM7 4,874,579 30,077 SH   SOLE   30,077 0 0
APPLOVIN CORP COM CL A 03831W108 BBG006HFPX86 3,088,933 77,514 SH   SOLE   77,514 0 0
APTARGROUP INC COM 038336103 BBG001S78MT3 813,790 6,583 SH   SOLE   6,583 0 0
ARCELLX INC COMMON STOCK 03940C100 BBG00QHJM4W4 1,233,044 22,217 SH   SOLE   22,217 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203 BBG001S8JFB3 763,407 26,890 SH   SOLE   26,890 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 BBG001S5ND74 4,146,150 57,410 SH   SOLE   57,410 0 0
ARROW ELECTRS INC COM 042735100 BBG001S5NVP4 3,741,461 30,605 SH   SOLE   30,605 0 0
ARVINAS INC COM 04335A105 BBG00LW7YL08 873,744 21,228 SH   SOLE   21,228 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 BBG001S9B5H5 1,110,227 4,935 SH   SOLE   4,935 0 0
ASHLAND INC COM 044186104 BBG00D0Y81N0 797,573 9,460 SH   SOLE   9,460 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 BBG001SB80N8 6,806,997 101,069 SH   SOLE   101,069 0 0
ATKORE INC COM 047649108 BBG001T8LDZ8 1,777,600 11,110 SH   SOLE   11,110 0 0
ATLASSIAN CORPORATION CL A 049468101 BBG01BGWHFS4 9,981,795 41,965 SH   SOLE   41,965 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 BBG001S82KF6 10,817,962 46,435 SH   SOLE   46,435 0 0
AUTONATION INC COM 05329W102 BBG001S5NQB0 1,610,981 10,727 SH   SOLE   10,727 0 0
AUTOZONE INC COM 053332102 BBG001S6Q5D9 9,747,750 3,770 SH   SOLE   3,770 0 0
AVALONBAY CMNTYS INC COM 053484101 BBG001S7J2H8 2,711,133 14,481 SH   SOLE   14,481 0 0
AVIENT CORPORATION COM 05368V106 BBG001S6RCD3 454,901 10,943 SH   SOLE   10,943 0 0
AXCELIS TECHNOLOGIES INC COM NEW 054540208 BBG001SF8W86 1,992,946 15,367 SH   SOLE   15,367 0 0
AXOS FINANCIAL INC COM 05465C100 BBG001SLZ724 370,625 6,788 SH   SOLE   6,788 0 0
AXSOME THERAPEUTICS INC COM 05464T104 BBG00B6G7GM6 708,908 8,907 SH   SOLE   8,907 0 0
BATH & BODY WORKS INC COM 070830104 BBG001S5SWL1 392,195 9,087 SH   SOLE   9,087 0 0
BEACON ROOFING SUPPLY INC COM 073685109 BBG001S903Y3 1,744,316 20,045 SH   SOLE   20,045 0 0
BECTON DICKINSON & CO COM 075887109 BBG001S5P374 8,557,214 35,095 SH   SOLE   35,095 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 19,568,864 54,867 SH   SOLE   54,867 0 0
BEST BUY INC COM 086516101 BBG001S5P285 1,662,980 21,244 SH   SOLE   21,244 0 0
BIO RAD LABS INC CL A 090572207 BBG001S625W4 2,016,448 6,245 SH   SOLE   6,245 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 BBG001S76R05 2,121,336 22,001 SH   SOLE   22,001 0 0
BLACK HILLS CORP COM 092113109 BBG001S5P6X8 392,972 7,284 SH   SOLE   7,284 0 0
BLACKSTONE SECD LENDING FD COMMON STOCK 09261X102 BBG00MS80PP0 648,241 23,453 SH   SOLE   23,453 0 0
BLOOMIN BRANDS INC COM 094235108 BBG002VZ69Q9 407,922 14,491 SH   SOLE   14,491 0 0
BLUELINX HLDGS INC COM NEW 09624H208 BBG001SHHF25 260,273 2,297 SH   SOLE   2,297 0 0
BLUEPRINT MEDICINES CORP COM 09627Y109 BBG001V11BV0 2,241,985 24,306 SH   SOLE   24,306 0 0
BOEING CO COM 097023105 BBG001S5P0V3 12,066,473 46,292 SH   SOLE   46,292 0 0
BORGWARNER INC COM 099724106 BBG001S7F4D2 1,596,365 44,529 SH   SOLE   44,529 0 0
BOYD GAMING CORP COM 103304101 BBG001S7DMW3 1,710,443 27,319 SH   SOLE   27,319 0 0
BRAZE INC COM CL A 10576N102 BBG00294NX54 978,973 18,426 SH   SOLE   18,426 0 0
BREAD FINANCIAL HOLDINGS INC COM 018581108 BBG001S78Z50 503,784 15,294 SH   SOLE   15,294 0 0
BRIDGEBIO PHARMA INC COM 10806X102 BBG00P9KDZL5 1,429,704 35,415 SH   SOLE   35,415 0 0
BRIGHTHOUSE FINL INC COM 10922N103 BBG00DYPZ4V7 484,377 9,153 SH   SOLE   9,153 0 0
BRINKER INTL INC COM 109641100 BBG001S5RFV8 818,434 18,954 SH   SOLE   18,954 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 BBG001S8N8J6 8,150,234 158,843 SH   SOLE   158,843 0 0
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 113004105 BBG019Z17GF9 1,341,638 33,399 SH   SOLE   33,399 0 0
BRUNSWICK CORP COM 117043109 BBG001S5P294 1,127,815 11,657 SH   SOLE   11,657 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 BBG001SB6KF5 2,678,954 31,010 SH   SOLE   31,010 0 0
CACI INTL INC CL A 127190304 BBG001SF9NK1 885,109 2,733 SH   SOLE   2,733 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 BBG001S65YK1 6,278,673 23,052 SH   SOLE   23,052 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100 BBG0074Q3NL5 2,356,845 50,274 SH   SOLE   50,274 0 0
CAMDEN PPTY TR SH BEN INT 133131102 BBG001S5Q6V9 2,172,664 21,882 SH   SOLE   21,882 0 0
CANADIAN NAT RES LTD COM 136385101 BBG001S5YC56 4,297,457 65,590 SH   SOLE   65,590 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108 BBG001S7F4Z8 3,262,648 41,268 SH   SOLE   41,268 0 0
CARLYLE GROUP INC COM 14316J108 BBG001S7JM84 1,439,653 35,381 SH   SOLE   35,381 0 0
CARMAX INC COM 143130102 BBG001SD9561 1,652,980 21,540 SH   SOLE   21,540 0 0
CARVANA CO CL A 146869102 BBG00GCTWF71 2,148,146 40,577 SH   SOLE   40,577 0 0
CDW CORP COM 12514G108 BBG001V18TB6 1,599,196 7,035 SH   SOLE   7,035 0 0
CENTURY CMNTYS INC COM 156504300 BBG006G413H4 697,494 7,653 SH   SOLE   7,653 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 BBG001T3TDG2 5,528,584 14,224 SH   SOLE   14,224 0 0
CHEMED CORP NEW COM 16359R103 BBG001S679X0 709,887 1,214 SH   SOLE   1,214 0 0
CHENIERE ENERGY INC COM NEW 16411R208 BBG001S7W158 5,382,657 31,531 SH   SOLE   31,531 0 0
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 14,154,091 94,892 SH   SOLE   94,892 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 BBG001SP50B3 2,570,543 1,124 SH   SOLE   1,124 0 0
CHOICE HOTELS INTL INC COM 169905106 BBG001S997X6 1,515,727 13,378 SH   SOLE   13,378 0 0
CHORD ENERGY CORPORATION COM NEW 674215207 BBG00Y7BLJF2 206,790 1,244 SH   SOLE   1,244 0 0
CHURCHILL DOWNS INC COM 171484108 BBG001S67Z80 1,001,450 7,422 SH   SOLE   7,422 0 0
CIENA CORP COM NEW 171779309 BBG001S61J73 206,281 4,583 SH   SOLE   4,583 0 0
CINCINNATI FINL CORP COM 172062101 BBG001S5PTM0 1,796,376 17,363 SH   SOLE   17,363 0 0
CIRRUS LOGIC INC COM 172755100 BBG001S67J86 404,803 4,866 SH   SOLE   4,866 0 0
CLEAN HARBORS INC COM 184496107 BBG001S5PW98 212,030 1,215 SH   SOLE   1,215 0 0
CLOUDFLARE INC CL A COM 18915M107 BBG001WMKHJ3 1,825,809 21,929 SH   SOLE   21,929 0 0
COCA COLA CO COM 191216100 BBG001S5SMQ8 2,029,726 34,443 SH   SOLE   34,443 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 BBG00ZGF7799 9,158,975 52,662 SH   SOLE   52,662 0 0
CONFLUENT INC CLASS A COM 20717M103 BBG007HWGYS3 892,453 38,139 SH   SOLE   38,139 0 0
CONMED CORP COM 207410101 BBG001S5PZH2 255,377 2,332 SH   SOLE   2,332 0 0
CONOCOPHILLIPS COM 20825C104 BBG001S5TZM2 7,041,154 60,663 SH   SOLE   60,663 0 0
CONSOLIDATED EDISON INC COM 209115104 BBG001S5QRL4 2,208,570 24,278 SH   SOLE   24,278 0 0
CONSTELLATION BRANDS INC CL A 21036P108 BBG001SD31G5 6,065,749 25,091 SH   SOLE   25,091 0 0
CONSTELLATION ENERGY CORP COM 21037T109 BBG014KFRPJ9 3,565,963 30,507 SH   SOLE   30,507 0 0
COREBRIDGE FINL INC COM 21871X109 BBG016HJ8836 742,591 34,284 SH   SOLE   34,284 0 0
CORTEVA INC COM 22052L104 BBG00BN969D0 4,659,693 97,239 SH   SOLE   97,239 0 0
CRINETICS PHARMACEUTICALS IN COM 22663K107 BBG00BC592C3 323,529 9,093 SH   SOLE   9,093 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 BBG00BLYKRZ7 4,902,144 19,200 SH   SOLE   19,200 0 0
CUMMINS INC COM 231021106 BBG001S5Q9M3 4,316,093 18,016 SH   SOLE   18,016 0 0
CYTOKINETICS INC COM NEW 23282W605 BBG001SGMVF2 805,512 9,648 SH   SOLE   9,648 0 0
D R HORTON INC COM 23331A109 BBG001S8M692 439,982 2,895 SH   SOLE   2,895 0 0
DARDEN RESTAURANTS INC COM 237194105 BBG001S5QM08 4,389,767 26,718 SH   SOLE   26,718 0 0
DATADOG INC CL A COM 23804L103 BBG003NJHZW5 10,183,418 83,897 SH   SOLE   83,897 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 BBG001WWJTL4 1,596,329 29,644 SH   SOLE   29,644 0 0
DECKERS OUTDOOR CORP COM 243537107 BBG001S7GXB9 4,698,394 7,029 SH   SOLE   7,029 0 0
DEERE & CO COM 244199105 BBG001S5QFF7 20,261,013 50,669 SH   SOLE   50,669 0 0
DIAGEO PLC SPON ADR NEW 25243Q205 BBG001S7V596 3,101,975 21,296 SH   SOLE   21,296 0 0
DILLARDS INC CL A 254067101 BBG001S5VNW5 915,075 2,267 SH   SOLE   2,267 0 0
DISNEY WALT CO COM 254687106 BBG001S5QHF3 2,687,030 29,760 SH   SOLE   29,760 0 0
DOCUSIGN INC COM 256163106 BBG001T535D5 8,677,619 145,965 SH   SOLE   145,965 0 0
DOLBY LABORATORIES INC COM CL A 25659T107 BBG001SDXGH8 548,622 6,366 SH   SOLE   6,366 0 0
DOVER CORP COM 260003108 BBG001S5QL46 2,462,190 16,008 SH   SOLE   16,008 0 0
DOW INC COM 260557103 BBG00BN96931 4,445,111 81,056 SH   SOLE   81,056 0 0
DT MIDSTREAM INC COMMON STOCK 23345M107 BBG0112Z58K1 1,385,947 25,291 SH   SOLE   25,291 0 0
DUOLINGO INC CL A COM 26603R106 BBG003D4V960 1,538,724 6,783 SH   SOLE   6,783 0 0
DYCOM INDS INC COM 267475101 BBG001S6MGW8 876,641 7,617 SH   SOLE   7,617 0 0
EASTGROUP PPTYS INC COM 277276101 BBG001S5QT03 533,367 2,906 SH   SOLE   2,906 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 BBG001SF2288 2,636,878 34,582 SH   SOLE   34,582 0 0
ELECTRONIC ARTS INC COM 285512109 BBG001S5T5C9 2,031,492 14,849 SH   SOLE   14,849 0 0
ELEVANCE HEALTH INC COM 036752103 BBG001S6KBQ8 7,760,463 16,457 SH   SOLE   16,457 0 0
ENDEAVOR GROUP HLDGS INC CL A COM 29260Y109 BBG00P8TCHD7 430,249 18,131 SH   SOLE   18,131 0 0
ENERSYS COM 29275Y102 BBG001SLVXW8 438,772 4,346 SH   SOLE   4,346 0 0
ENGAGESMART INC COMMON STOCK 29283F103 BBG00WHNM2H3 727,121 31,752 SH   SOLE   31,752 0 0
ENSIGN GROUP INC COM 29358P101 BBG001SPNL09 257,410 2,294 SH   SOLE   2,294 0 0
ENTEGRIS INC COM 29362U104 BBG001SF9YL6 390,254 3,257 SH   SOLE   3,257 0 0
ENTERGY CORP NEW COM 29364G103 BBG001S67KF5 1,462,398 14,452 SH   SOLE   14,452 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 BBG001S9P0Z1 1,481,265 56,215 SH   SOLE   56,215 0 0
ENVISTA HOLDINGS CORPORATION COM 29415F104 BBG00LN4B6D9 1,130,652 46,993 SH   SOLE   46,993 0 0
EPR PPTYS COM SH BEN INT 26884U109 BBG001SB5QR0 667,544 13,778 SH   SOLE   13,778 0 0
EQUINIX INC COM 29444U700 BBG001SKBNS9 1,274,932 1,583 SH   SOLE   1,583 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 BBG001S723L9 2,874,826 47,005 SH   SOLE   47,005 0 0
ESAB CORPORATION COM 29605J106 BBG0028ZMP54 478,402 5,523 SH   SOLE   5,523 0 0
ESSEX PPTY TR INC COM 297178105 BBG001S81418 2,363,116 9,531 SH   SOLE   9,531 0 0
EVERGY INC COM 30034W106 BBG00H433CS1 2,844,221 54,487 SH   SOLE   54,487 0 0
EXACT SCIENCES CORP COM 30063P105 BBG001SGCLB9 496,258 6,708 SH   SOLE   6,708 0 0
EXPEDIA GROUP INC COM NEW 30212P303 BBG001SP8VM0 8,614,690 56,754 SH   SOLE   56,754 0 0
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 6,559,888 65,612 SH   SOLE   65,612 0 0
FACTSET RESH SYS INC COM 303075105 BBG001S5XRL6 2,226,392 4,667 SH   SOLE   4,667 0 0
FEDERATED HERMES INC CL B 314211103 BBG001S6TGK4 792,900 23,417 SH   SOLE   23,417 0 0
FIRSTENERGY CORP COM 337932107 BBG001S5R3N4 620,580 16,928 SH   SOLE   16,928 0 0
FIRSTSERVICE CORP NEW COM 33767E202 BBG0093LLBP5 202,775 1,251 SH   SOLE   1,251 0 0
FIVE9 INC COM 338307101 BBG001V0P7K7 1,570,023 19,952 SH   SOLE   19,952 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 BBG007GJ2F90 2,337,182 20,950 SH   SOLE   20,950 0 0
FORTIVE CORP COM 34959J108 BBG00BLVZ237 2,633,745 35,770 SH   SOLE   35,770 0 0
FORTUNE BRANDS INNOVATIONS I COM 34964C106 BBG001THLZ70 1,648,736 21,654 SH   SOLE   21,654 0 0
FRANCO NEV CORP COM 351858105 BBG001STGSR5 2,510,733 22,658 SH   SOLE   22,658 0 0
FRANKLIN ELEC INC COM 353514102 BBG001S5R3W4 427,966 4,428 SH   SOLE   4,428 0 0
FREEPORT-MCMORAN INC CL B 35671D857 BBG001S5R3F3 4,733,060 111,183 SH   SOLE   111,183 0 0
FRESHWORKS INC CLASS A COM 358054104 BBG0029KYGM4 523,874 22,302 SH   SOLE   22,302 0 0
FTI CONSULTING INC COM 302941109 BBG001SCJVR2 1,368,758 6,873 SH   SOLE   6,873 0 0
G III APPAREL GROUP LTD COM 36237H101 BBG001S6F0Z8 516,428 15,198 SH   SOLE   15,198 0 0
GALLAGHER ARTHUR J & CO COM 363576109 BBG001S5NKC2 1,482,859 6,594 SH   SOLE   6,594 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 BBG003MSMCT5 1,518,746 30,775 SH   SOLE   30,775 0 0
GAP INC COM 364760108 BBG001S5RNN0 367,911 17,595 SH   SOLE   17,595 0 0
GARTNER INC COM 366651107 BBG001S5SD60 5,311,369 11,774 SH   SOLE   11,774 0 0
GATX CORP COM 361448103 BBG001S5RM34 367,272 3,055 SH   SOLE   3,055 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 BBG01BFR8YW0 4,996,418 64,620 SH   SOLE   64,620 0 0
GENERAC HLDGS INC COM 368736104 BBG001T5VGH6 2,834,233 21,930 SH   SOLE   21,930 0 0
GENERAL MLS INC COM 370334104 BBG001S5RKR2 5,662,229 86,924 SH   SOLE   86,924 0 0
GENUINE PARTS CO COM 372460105 BBG001S5RNH7 3,734,099 26,961 SH   SOLE   26,961 0 0
GILDAN ACTIVEWEAR INC COM 375916103 BBG001S7JJL6 776,646 23,492 SH   SOLE   23,492 0 0
GITLAB INC CLASS A COM 37637K108 BBG00DHTYPJ6 4,886,703 77,616 SH   SOLE   77,616 0 0
GLAUKOS CORP COM 377322102 BBG001T91NX8 1,708,717 21,496 SH   SOLE   21,496 0 0
GLOBE LIFE INC COM 37959E102 BBG001S5WRX4 612,982 5,036 SH   SOLE   5,036 0 0
GMS INC COM 36251C103 BBG009Q036F8 631,249 7,658 SH   SOLE   7,658 0 0
GODADDY INC CL A 380237107 BBG006MDLXZ9 1,008,520 9,500 SH   SOLE   9,500 0 0
GRAINGER W W INC COM 384802104 BBG001S5RRD2 1,693,014 2,043 SH   SOLE   2,043 0 0
GRANITE CONSTR INC COM 387328107 BBG001S8WD96 250,943 4,934 SH   SOLE   4,934 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 BBG001S5RNK3 1,030,631 3,382 SH   SOLE   3,382 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 BBG001S8PXF3 1,591,042 19,794 SH   SOLE   19,794 0 0
HASHICORP INC COM CL A 418100103 BBG007PZ2T94 380,628 16,101 SH   SOLE   16,101 0 0
HCA HEALTHCARE INC COM 40412C101 BBG001T8NTY2 8,329,906 30,774 SH   SOLE   30,774 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 BBG001SJB7J7 2,321,872 34,598 SH   SOLE   34,598 0 0
HEICO CORP NEW COM 422806109 BBG001S5RVC4 1,137,077 6,357 SH   SOLE   6,357 0 0
HENRY JACK & ASSOC INC COM 426281101 BBG001S5SHB5 1,523,962 9,326 SH   SOLE   9,326 0 0
HERC HLDGS INC COM 42704L104 BBG001SNNBX0 490,444 3,294 SH   SOLE   3,294 0 0
HERSHEY CO COM 427866108 BBG001S5S148 7,345,550 39,399 SH   SOLE   39,399 0 0
HESS MIDSTREAM LP CL A SHS 428103105 BBG00R02H8F3 357,261 11,295 SH   SOLE   11,295 0 0
HILTON GRAND VACATIONS INC COM 43283X105 BBG00CBYY6L2 546,368 13,598 SH   SOLE   13,598 0 0
HOLOGIC INC COM 436440101 BBG001S6HWB2 3,385,087 47,377 SH   SOLE   47,377 0 0
HOME DEPOT INC COM 437076102 BBG001S5RTW7 7,736,382 22,324 SH   SOLE   22,324 0 0
HONDA MOTOR LTD ADR ECH CNV IN 3 438128308 BBG001S5RXR4 429,773 13,904 SH   SOLE   13,904 0 0
HORMEL FOODS CORP COM 440452100 BBG001S5S0D0 1,440,455 44,860 SH   SOLE   44,860 0 0
HOVNANIAN ENTERPRISES INC CL A NEW 442487401 BBG001S5RZM4 510,278 3,279 SH   SOLE   3,279 0 0
HOWMET AEROSPACE INC COM 443201108 BBG00DYNJH69 2,688,573 49,678 SH   SOLE   49,678 0 0
HUBSPOT INC COM 443573100 BBG001T53670 7,124,967 12,273 SH   SOLE   12,273 0 0
HUMANA INC COM 444859102 BBG001S5S1X6 8,925,922 19,497 SH   SOLE   19,497 0 0
HUNT J B TRANS SVCS INC COM 445658107 BBG001S5SFY4 942,174 4,717 SH   SOLE   4,717 0 0
HUNTSMAN CORP COM 447011107 BBG001SKWX22 513,004 20,414 SH   SOLE   20,414 0 0
ICICI BANK LIMITED ADR 45104G104 BBG001SCD3Z1 2,720,216 114,103 SH   SOLE   114,103 0 0
ICU MED INC COM 44930G107 BBG001S712B3 1,015,154 10,178 SH   SOLE   10,178 0 0
IDACORP INC COM 451107106 BBG001S5S4M2 647,241 6,583 SH   SOLE   6,583 0 0
IDEX CORP COM 45167R104 BBG001S67N14 2,979,618 13,724 SH   SOLE   13,724 0 0
ILLINOIS TOOL WKS INC COM 452308109 BBG001S5SDX0 3,322,185 12,683 SH   SOLE   12,683 0 0
IMMUNOGEN INC COM 45253H101 BBG001S6CTN1 6,579,958 221,921 SH   SOLE   221,921 0 0
INCYTE CORP COM 45337C102 BBG001S8Q6N2 2,815,315 44,837 SH   SOLE   44,837 0 0
INFORMATICA INC COM CL A 45674M101 BBG012THM4K0 291,423 10,265 SH   SOLE   10,265 0 0
INSPERITY INC COM 45778Q107 BBG001S894P4 235,261 2,007 SH   SOLE   2,007 0 0
INSTALLED BLDG PRODS INC COM 45780R101 BBG005TJKF09 954,138 5,219 SH   SOLE   5,219 0 0
IQVIA HLDGS INC COM 46266C105 BBG00333FZ54 779,751 3,370 SH   SOLE   3,370 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102 BBG001T21JT7 795,211 19,320 SH   SOLE   19,320 0 0
JACKSON FINANCIAL INC COM CL A 46817M107 BBG00922Y611 285,798 5,582 SH   SOLE   5,582 0 0
JACOBS SOLUTIONS INC COM 46982L108 BBG019C1BQS3 1,917,276 14,771 SH   SOLE   14,771 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104 BBG001SQLKR2 630,612 6,341 SH   SOLE   6,341 0 0
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 7,603,928 48,513 SH   SOLE   48,513 0 0
KARUNA THERAPEUTICS INC COM 48576A100 BBG00NN875H9 1,312,883 4,148 SH   SOLE   4,148 0 0
KB HOME COM 48666K109 BBG001S5SJV9 744,211 11,915 SH   SOLE   11,915 0 0
KBR INC COM 48242W106 BBG001SP11V3 1,489,587 26,883 SH   SOLE   26,883 0 0
KENNAMETAL INC COM 489170100 BBG001S5SM97 306,798 11,896 SH   SOLE   11,896 0 0
KILROY RLTY CORP COM 49427F108 BBG001S9BHB5 238,124 5,977 SH   SOLE   5,977 0 0
KIMBERLY-CLARK CORP COM 494368103 BBG001S5SLZ0 5,555,923 45,724 SH   SOLE   45,724 0 0
KLA CORP COM NEW 482480100 BBG001S5SLM4 7,991,131 13,747 SH   SOLE   13,747 0 0
LAM RESEARCH CORP COM 512807108 BBG001S5SW40 6,647,528 8,487 SH   SOLE   8,487 0 0
LANDSTAR SYS INC COM 515098101 BBG001S5RWM1 272,853 1,409 SH   SOLE   1,409 0 0
LCI INDS COM 50189K103 BBG001S8G4D9 658,343 5,237 SH   SOLE   5,237 0 0
LEAR CORP COM NEW 521865204 BBG001T60092 1,226,268 8,684 SH   SOLE   8,684 0 0
LENNAR CORP CL A 526057104 BBG001S5SRK3 7,342,307 49,264 SH   SOLE   49,264 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755 BBG01HLMBDC5 1,663,476 26,350 SH   SOLE   26,350 0 0
LIGHT & WONDER INC COM 80874P109 BBG00JR5MM40 1,209,727 14,733 SH   SOLE   14,733 0 0
LITHIA MTRS INC COM 536797103 BBG001SC88P7 1,703,036 5,172 SH   SOLE   5,172 0 0
LITTELFUSE INC COM 537008104 BBG001S744B6 687,897 2,571 SH   SOLE   2,571 0 0
LKQ CORP COM 501889208 BBG001SCCPJ1 2,289,523 47,908 SH   SOLE   47,908 0 0
LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 8,591,617 18,956 SH   SOLE   18,956 0 0
LOWES COS INC COM 548661107 BBG001S5SVL3 7,535,766 33,861 SH   SOLE   33,861 0 0
LPL FINL HLDGS INC COM 50212V100 BBG001T5GK39 1,574,220 6,916 SH   SOLE   6,916 0 0
MAGNA INTL INC COM 559222401 BBG001S5SY91 491,250 8,315 SH   SOLE   8,315 0 0
MANHATTAN ASSOCIATES INC COM 562750109 BBG001S71S35 268,935 1,249 SH   SOLE   1,249 0 0
MANPOWERGROUP INC WIS COM 56418H100 BBG001S5SYW5 449,959 5,662 SH   SOLE   5,662 0 0
MARATHON PETE CORP COM 56585A102 BBG001S169P1 9,919,201 66,859 SH   SOLE   66,859 0 0
MARRIOTT INTL INC NEW CL A 571903202 BBG001S78K44 662,097 2,936 SH   SOLE   2,936 0 0
MARRIOTT VACATIONS WORLDWIDE COM 57164Y107 BBG001V0GHW2 947,033 11,156 SH   SOLE   11,156 0 0
MARSH & MCLENNAN COS INC COM 571748102 BBG001S5T7M4 6,470,969 34,153 SH   SOLE   34,153 0 0
MARVELL TECHNOLOGY INC COM 573874104 BBG00ZXBJ162 2,587,721 42,907 SH   SOLE   42,907 0 0
MASONITE INTL CORP COM 575385109 BBG001T51RT2 396,463 4,683 SH   SOLE   4,683 0 0
MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 1,130,678 2,651 SH   SOLE   2,651 0 0
MCKESSON CORP COM 58155Q103 BBG001S8F8P8 8,551,241 18,470 SH   SOLE   18,470 0 0
MERCADOLIBRE INC COM 58733R102 BBG001SM32G3 14,142,288 8,999 SH   SOLE   8,999 0 0
MERCK & CO INC COM 58933Y105 BBG001S5TC52 691,950 6,347 SH   SOLE   6,347 0 0
MERITAGE HOMES CORP COM 59001A102 BBG001S9F527 1,781,195 10,225 SH   SOLE   10,225 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 BBG001SB87G1 3,823,250 3,152 SH   SOLE   3,152 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 BBG001S787B5 4,837,075 53,638 SH   SOLE   53,638 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 10,875,829 28,922 SH   SOLE   28,922 0 0
MICROSTRATEGY INC CL A NEW 594972408 BBG001SC7PX1 9,500,828 15,042 SH   SOLE   15,042 0 0
MID-AMER APT CMNTYS INC COM 59522J103 BBG001S7HZ69 2,948,842 21,931 SH   SOLE   21,931 0 0
MOHAWK INDS INC COM 608190104 BBG001SBGSZ5 1,409,049 13,614 SH   SOLE   13,614 0 0
MOLINA HEALTHCARE INC COM 60855R100 BBG001SKBQ20 632,654 1,751 SH   SOLE   1,751 0 0
MOLSON COORS BEVERAGE CO CL B 60871R209 BBG001S5VQ21 617,119 10,082 SH   SOLE   10,082 0 0
MONOLITHIC PWR SYS INC COM 609839105 BBG001SDRGP6 710,889 1,127 SH   SOLE   1,127 0 0
MOONLAKE IMMUNOTHERAPEUTICS CLASS A ORD 61559X104 BBG00XQZQVP7 871,126 14,425 SH   SOLE   14,425 0 0
MORGAN STANLEY COM NEW 617446448 BBG001S9V5Z3 702,825 7,537 SH   SOLE   7,537 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 BBG001S5T9L1 4,364,475 13,940 SH   SOLE   13,940 0 0
MPLX LP COM UNIT REP LTD 55336V100 BBG0035TJHL3 1,806,073 49,185 SH   SOLE   49,185 0 0
MR COOPER GROUP INC COM 62482R107 BBG002V09956 961,432 14,764 SH   SOLE   14,764 0 0
MSCI INC COM 55354G100 BBG001SV8B05 2,028,987 3,587 SH   SOLE   3,587 0 0
MURPHY USA INC COM 626755102 BBG001Z0Q6V2 588,681 1,651 SH   SOLE   1,651 0 0
NATIONAL FUEL GAS CO COM 636180101 BBG001S5TLR8 459,658 9,162 SH   SOLE   9,162 0 0
NETAPP INC COM 64110D104 BBG001S8LYX5 3,152,513 35,759 SH   SOLE   35,759 0 0
NORDSON CORP COM 655663102 BBG001S5TKK7 1,040,526 3,939 SH   SOLE   3,939 0 0
NORTHROP GRUMMAN CORP COM 666807102 BBG001S5TP26 7,471,983 15,961 SH   SOLE   15,961 0 0
NUCOR CORP COM 670346105 BBG001S5TRV0 530,300 3,047 SH   SOLE   3,047 0 0
NUVALENT INC COM 670703107 BBG00Z1SLMN2 239,683 3,257 SH   SOLE   3,257 0 0
OGE ENERGY CORP COM 670837103 BBG001S5TVY8 205,423 5,881 SH   SOLE   5,881 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 BBG001S6WQT9 4,085,726 10,080 SH   SOLE   10,080 0 0
OLIN CORP COM PAR $1 680665205 BBG001S5TWW8 517,758 9,597 SH   SOLE   9,597 0 0
OMEGA HEALTHCARE INVS INC COM 681936100 BBG001S736L1 379,418 12,375 SH   SOLE   12,375 0 0
ONE GAS INC COM 68235P108 BBG004WQKD16 563,858 8,849 SH   SOLE   8,849 0 0
ONEOK INC NEW COM 682680103 BBG001S5TWK1 6,348,028 90,402 SH   SOLE   90,402 0 0
OPTION CARE HEALTH INC COM NEW 68404L201 BBG001S6X756 369,714 10,974 SH   SOLE   10,974 0 0
ORACLE CORP COM 68389X105 BBG001S5SJG6 1,950,877 18,504 SH   SOLE   18,504 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 BBG001S78TL6 9,043,812 9,519 SH   SOLE   9,519 0 0
OTIS WORLDWIDE CORP COM 68902V107 BBG00RP60LN7 2,442,173 27,296 SH   SOLE   27,296 0 0
OXFORD INDS INC COM 691497309 BBG001S5TZF0 474,000 4,740 SH   SOLE   4,740 0 0
PATRICK INDS INC COM 703343103 BBG001S5V0V6 437,927 4,364 SH   SOLE   4,364 0 0
PAYCHEX INC COM 704326107 BBG001S5V135 1,190,624 9,996 SH   SOLE   9,996 0 0
PAYCOM SOFTWARE INC COM 70432V102 BBG0064N1009 1,209,105 5,849 SH   SOLE   5,849 0 0
PENSKE AUTOMOTIVE GRP INC COM 70959W103 BBG001S96493 797,093 4,966 SH   SOLE   4,966 0 0
PEPSICO INC COM 713448108 BBG001S695T1 20,397,444 120,098 SH   SOLE   120,098 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 BBG009XW2WC7 1,621,014 23,442 SH   SOLE   23,442 0 0
PHILIP MORRIS INTL INC COM 718172109 BBG001STP9N1 9,983,958 106,122 SH   SOLE   106,122 0 0
PHILLIPS EDISON & CO INC COMMON STOCK 71844V201 BBG011RJST56 724,931 19,872 SH   SOLE   19,872 0 0
PHOTRONICS INC COM 719405102 BBG001S5V7C2 478,487 15,253 SH   SOLE   15,253 0 0
PINNACLE WEST CAP CORP COM 723484101 BBG001S5VB15 589,591 8,207 SH   SOLE   8,207 0 0
PIONEER NAT RES CO COM 723787107 BBG001S7V1J4 3,357,458 14,930 SH   SOLE   14,930 0 0
PNM RES INC COM 69349H107 BBG001S5V9J1 886,621 21,313 SH   SOLE   21,313 0 0
POLARIS INC COM 731068102 BBG001S7HWZ4 1,108,714 11,699 SH   SOLE   11,699 0 0
POOL CORP COM 73278L105 BBG001S5VBK4 2,462,832 6,177 SH   SOLE   6,177 0 0
POST HLDGS INC COM 737446104 BBG001WTBC45 1,320,460 14,995 SH   SOLE   14,995 0 0
POWER INTEGRATIONS INC COM 739276103 BBG001S73RW3 801,311 9,759 SH   SOLE   9,759 0 0
PPG INDS INC COM 693506107 BBG001S5VC13 1,721,470 11,511 SH   SOLE   11,511 0 0
PRESTIGE CONSMR HEALTHCARE I COM 74112D101 BBG001SH44F0 274,204 4,479 SH   SOLE   4,479 0 0
PRICE T ROWE GROUP INC COM 74144T108 BBG001S5WW18 2,245,875 20,855 SH   SOLE   20,855 0 0
PRINCIPAL FINANCIAL GROUP IN COM 74251V102 BBG001SD3148 2,490,142 31,653 SH   SOLE   31,653 0 0
PROCEPT BIOROBOTICS CORP COM 74276L105 BBG009KD84J2 609,413 14,541 SH   SOLE   14,541 0 0
PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 7,836,666 53,478 SH   SOLE   53,478 0 0
PROGRESS SOFTWARE CORP COM 743312100 BBG001S6MCY5 418,762 7,712 SH   SOLE   7,712 0 0
PROLOGIS INC. COM 74340W103 BBG001S5NMN6 2,320,220 17,406 SH   SOLE   17,406 0 0
PUBLIC STORAGE COM 74460D109 BBG001S5TH79 1,398,120 4,584 SH   SOLE   4,584 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106 BBG001S5V3C1 1,923,779 31,460 SH   SOLE   31,460 0 0
PURE STORAGE INC CL A 74624M102 BBG00212PW10 1,181,523 33,133 SH   SOLE   33,133 0 0
PVH CORPORATION COM 693656100 BBG001S5VGY8 3,072,906 25,163 SH   SOLE   25,163 0 0
QORVO INC COM 74736K101 BBG007TJF1P5 2,277,199 20,222 SH   SOLE   20,222 0 0
QUEST DIAGNOSTICS INC COM 74834L100 BBG001S9GX43 3,015,711 21,872 SH   SOLE   21,872 0 0
RAYMOND JAMES FINL INC COM 754730109 BBG001S5VQ03 1,250,027 11,211 SH   SOLE   11,211 0 0
RED ROCK RESORTS INC CL A 75700L108 BBG00B6G8068 495,542 9,292 SH   SOLE   9,292 0 0
REGENCY CTRS CORP COM 758849103 BBG001S7H752 282,807 4,221 SH   SOLE   4,221 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 BBG001S81M27 813,869 2,910 SH   SOLE   2,910 0 0
RLI CORP COM 749607107 BBG001S5VQ58 334,531 2,513 SH   SOLE   2,513 0 0
ROCKET COS INC COM CL A 77311W101 BBG00VY1MZN4 300,286 20,738 SH   SOLE   20,738 0 0
ROCKWELL AUTOMATION INC COM 773903109 BBG001S5VRF5 4,703,462 15,149 SH   SOLE   15,149 0 0
ROGERS CORP COM 775133101 BBG001S5TTY3 234,556 1,776 SH   SOLE   1,776 0 0
ROKU INC COM CL A 77543R102 BBG001ZZPQM2 7,270,105 79,316 SH   SOLE   79,316 0 0
RXSIGHT INC COM 78349D107 BBG00THX1YQ1 446,463 11,073 SH   SOLE   11,073 0 0
RYAN SPECIALTY HOLDINGS INC CL A 78351F107 BBG011K4W1Y0 514,132 11,951 SH   SOLE   11,951 0 0
RYMAN HOSPITALITY PPTYS INC COM 78377T107 BBG001S6SHG8 1,275,595 11,590 SH   SOLE   11,590 0 0
SAMSARA INC COM CL A 79589L106 BBG0099PW5Q0 2,039,785 61,108 SH   SOLE   61,108 0 0
SANMINA CORPORATION COM 801056102 BBG001S5SYJ0 491,868 9,575 SH   SOLE   9,575 0 0
SEAWORLD ENTMT INC COM 81282V100 BBG003RY97L1 734,073 13,895 SH   SOLE   13,895 0 0
SELECTIVE INS GROUP INC COM 816300107 BBG001S5W2R6 806,285 8,105 SH   SOLE   8,105 0 0
SENTINELONE INC CL A 81730H109 BBG00B6F2F27 3,637,968 132,579 SH   SOLE   132,579 0 0
SERVICENOW INC COM 81762P102 BBG001T4JFC0 2,689,607 3,807 SH   SOLE   3,807 0 0
SHOPIFY INC CL A 82509L107 BBG004DW5NC7 10,258,184 131,684 SH   SOLE   131,684 0 0
SILGAN HLDGS INC COM 827048109 BBG001S6VPD9 410,101 9,063 SH   SOLE   9,063 0 0
SIMON PPTY GROUP INC NEW COM 828806109 BBG001S77WM9 3,080,881 21,599 SH   SOLE   21,599 0 0
SKYLINE CHAMPION CORPORATION COM 830830105 BBG001S5W456 504,745 6,797 SH   SOLE   6,797 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 BBG001SCYWS2 4,449,808 39,582 SH   SOLE   39,582 0 0
SL GREEN RLTY CORP COM 78440X887 BBG001S9Z1V2 1,779,427 39,394 SH   SOLE   39,394 0 0
SNAP ON INC COM 833034101 BBG001S5W688 1,775,499 6,147 SH   SOLE   6,147 0 0
SNOWFLAKE INC CL A 833445109 BBG007DHGNK2 15,751,646 79,154 SH   SOLE   79,154 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 BBG0084BC0P2 3,186,986 34,049 SH   SOLE   34,049 0 0
SONOCO PRODS CO COM 835495102 BBG001S7M9F1 533,782 9,554 SH   SOLE   9,554 0 0
SONY GROUP CORP SPONSORED ADR 835699307 BBG001S5W6H8 1,766,915 18,660 SH   SOLE   18,660 0 0
SOUTHERN CO COM 842587107 BBG001S5W777 308,808 4,404 SH   SOLE   4,404 0 0
SPLUNK INC COM 848637104 BBG001TWMNG3 10,325,369 67,774 SH   SOLE   67,774 0 0
SPRINGWORKS THERAPEUTICS INC COM 85205L107 BBG00Q011TX8 840,376 23,024 SH   SOLE   23,024 0 0
ST JOE CO COM 790148100 BBG001S7K9Y2 231,934 3,854 SH   SOLE   3,854 0 0
STARBUCKS CORP COM 855244109 BBG001S72KH6 19,154,955 199,510 SH   SOLE   199,510 0 0
STATE STR CORP COM 857477103 BBG001S5RLD5 327,346 4,226 SH   SOLE   4,226 0 0
SUPER MICRO COMPUTER INC COM 86800U104 BBG001SQGH95 11,496,327 40,443 SH   SOLE   40,443 0 0
SYLVAMO CORP COMMON STOCK 871332102 BBG0122M8040 465,759 9,484 SH   SOLE   9,484 0 0
SYMBOTIC INC CLASS A COM 87151X101 BBG00Z72HCX9 940,314 18,319 SH   SOLE   18,319 0 0
SYNOPSYS INC COM 871607107 BBG001S5VTR8 3,625,481 7,041 SH   SOLE   7,041 0 0
SYNOVUS FINL CORP COM NEW 87161C501 BBG001S5S3G1 986,091 26,191 SH   SOLE   26,191 0 0
SYSCO CORP COM 871829107 BBG001S5WJS8 4,587,445 62,730 SH   SOLE   62,730 0 0
TARGA RES CORP COM 87612G101 BBG001TC94B9 3,404,783 39,194 SH   SOLE   39,194 0 0
TAYLOR MORRISON HOME CORP COM 87724P106 BBG003PGJJF2 1,395,689 26,161 SH   SOLE   26,161 0 0
TD SYNNEX CORPORATION COM 87162W100 BBG001SFQWB2 1,472,858 13,687 SH   SOLE   13,687 0 0
TEMPUR SEALY INTL INC COM 88023U101 BBG001SH81D4 1,438,781 28,228 SH   SOLE   28,228 0 0
TERADYNE INC COM 880770102 BBG001S5WMZ3 4,227,180 38,953 SH   SOLE   38,953 0 0
TEXAS CAP BANCSHARES INC COM 88224Q107 BBG001SJ1VS5 454,931 7,039 SH   SOLE   7,039 0 0
TEXAS INSTRS INC COM 882508104 BBG001S5WYZ7 19,864,727 116,536 SH   SOLE   116,536 0 0
TFI INTL INC COM 87241L109 BBG001SCQG15 598,040 4,398 SH   SOLE   4,398 0 0
THE CIGNA GROUP COM 125523100 BBG00KXRCDQ9 1,252,599 4,183 SH   SOLE   4,183 0 0
THE ODP CORP COM 88337F105 BBG00R24W7Y1 401,982 7,140 SH   SOLE   7,140 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 5,352,486 10,084 SH   SOLE   10,084 0 0
TIMKEN CO COM 887389104 BBG001S5WQK0 928,377 11,583 SH   SOLE   11,583 0 0
TOPBUILD CORP COM 89055F103 BBG0077VS2G6 1,985,075 5,304 SH   SOLE   5,304 0 0
TOYOTA MOTOR CORP ADS 892331307 BBG001SDB327 1,153,277 6,289 SH   SOLE   6,289 0 0
TPG INC COM CL A 872657101 BBG0145FSQD9 688,302 15,944 SH   SOLE   15,944 0 0
TRACTOR SUPPLY CO COM 892356106 BBG001S7K017 5,969,663 27,762 SH   SOLE   27,762 0 0
TRADEWEB MKTS INC CL A 892672106 BBG00NK8H9M7 244,467 2,690 SH   SOLE   2,690 0 0
TREEHOUSE FOODS INC COM 89469A104 BBG001SP0625 397,008 9,578 SH   SOLE   9,578 0 0
TRIUMPH GROUP INC NEW COM 896818101 BBG001S6MWK6 211,776 12,773 SH   SOLE   12,773 0 0
TWILIO INC CL A 90138F102 BBG0029ZX859 956,872 12,612 SH   SOLE   12,612 0 0
TWIST BIOSCIENCE CORP COM 90184D100 BBG006KDCHK2 871,886 23,654 SH   SOLE   23,654 0 0
UBER TECHNOLOGIES INC COM 90353T100 BBG002B04MW4 210,200 3,414 SH   SOLE   3,414 0 0
UIPATH INC CL A 90364P105 BBG00GKS1G12 826,352 33,267 SH   SOLE   33,267 0 0
ULTA BEAUTY INC COM 90384S303 BBG00FWQ4W44 3,964,019 8,090 SH   SOLE   8,090 0 0
UNILEVER PLC SPON ADR NEW 904767704 BBG001S5X1K4 2,093,366 43,180 SH   SOLE   43,180 0 0
UNITED PARCEL SERVICE INC CL B 911312106 BBG001SDGSH1 13,759,669 87,513 SH   SOLE   87,513 0 0
UNITED RENTALS INC COM 911363109 BBG001SBGZ25 914,605 1,595 SH   SOLE   1,595 0 0
UNITED STATES STL CORP NEW COM 912909108 BBG001S5XL75 8,105,966 166,618 SH   SOLE   166,618 0 0
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 8,569,879 16,278 SH   SOLE   16,278 0 0
UNITY SOFTWARE INC COM 91332U101 BBG0056JW5H5 2,190,150 53,562 SH   SOLE   53,562 0 0
UPSTART HLDGS INC COM 91680M107 BBG00PKCBY62 4,729,136 115,740 SH   SOLE   115,740 0 0
US FOODS HLDG CORP COM 912008109 BBG00C6H6D59 521,625 11,487 SH   SOLE   11,487 0 0
VAIL RESORTS INC COM 91879Q109 BBG001S5TFD6 455,332 2,133 SH   SOLE   2,133 0 0
VALMONT INDS INC COM 920253101 BBG001S5X650 227,906 976 SH   SOLE   976 0 0
VEEVA SYS INC CL A COM 922475108 BBG001TX0CB4 762,957 3,963 SH   SOLE   3,963 0 0
VERISIGN INC COM 92343E102 BBG001S7BCF6 3,516,973 17,076 SH   SOLE   17,076 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 BBG00L2B8LM7 5,433,154 113,120 SH   SOLE   113,120 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 BBG001S5XB04 520,437 21,712 SH   SOLE   21,712 0 0
VISTEON CORP COM NEW 92839U206 BBG001TCM086 903,652 7,235 SH   SOLE   7,235 0 0
VORNADO RLTY TR SH BEN INT 929042109 BBG001S5X909 1,337,412 47,342 SH   SOLE   47,342 0 0
VOYA FINANCIAL INC COM 929089100 BBG001S6QQP0 1,058,868 14,513 SH   SOLE   14,513 0 0
VULCAN MATLS CO COM 929160109 BBG001S5X8R2 3,378,136 14,881 SH   SOLE   14,881 0 0
WALMART INC COM 931142103 BBG001S5XH92 14,489,454 91,909 SH   SOLE   91,909 0 0
WAYFAIR INC CL A 94419L101 BBG001THKQ26 4,650,946 75,380 SH   SOLE   75,380 0 0
WEC ENERGY GROUP INC COM 92939U106 BBG001S5XDC7 499,212 5,931 SH   SOLE   5,931 0 0
WELLTOWER INC COM 95040Q104 BBG001S5RTQ4 753,100 8,352 SH   SOLE   8,352 0 0
WESCO INTL INC COM 95082P105 BBG001SCRP78 832,711 4,789 SH   SOLE   4,789 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 BBG001S5XK22 2,407,444 6,837 SH   SOLE   6,837 0 0
WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 958669103 BBG003M3V2V9 625,140 21,365 SH   SOLE   21,365 0 0
WESTLAKE CORPORATION COM 960413102 BBG001SHVYF4 641,297 4,582 SH   SOLE   4,582 0 0
WEX INC COM 96208T104 BBG001SCJLG6 1,325,080 6,811 SH   SOLE   6,811 0 0
WHIRLPOOL CORP COM 963320106 BBG001S5XFS5 1,922,018 15,784 SH   SOLE   15,784 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 BBG00B0FS9V7 980,335 22,030 SH   SOLE   22,030 0 0
WINNEBAGO INDS INC COM 974637100 BBG001S5XFG8 239,848 3,291 SH   SOLE   3,291 0 0
WORKIVA INC COM CL A 98139A105 BBG007BVZ8J7 474,856 4,677 SH   SOLE   4,677 0 0
WYNN RESORTS LTD COM 983134107 BBG001SJZ2V8 421,657 4,628 SH   SOLE   4,628 0 0
XOMETRY INC CLASS A COM 98423F109 BBG00BDCCVB0 452,789 12,609 SH   SOLE   12,609 0 0
YUM BRANDS INC COM 988498101 BBG001S7JQ30 5,272,915 40,356 SH   SOLE   40,356 0 0
ZIFF DAVIS INC COM 48123V102 BBG001SD21P6 404,618 6,022 SH   SOLE   6,022 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 BBG009NRSWK2 4,275,507 73,894 SH   SOLE   73,894 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 BBG0042V6JN7 2,150,109 29,900 SH   SOLE   29,900 0 0