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
3M CO COM 88579Y101 BBG001S5T7X2 593,832 6,343 SH   SOLE   6,343 0 0
ACTIVISION BLIZZARD INC COM 00507V109 BBG001S6C009 314,129 3,355 SH   SOLE   3,355 0 0
ADOBE INC COM 00724F101 BBG001S5NCQ5 497,153 975 SH   SOLE   975 0 0
AIR PRODS & CHEMS INC COM 009158106 BBG001S5NSB6 708,500 2,500 SH   SOLE   2,500 0 0
ALBERTSONS COS INC COMMON STOCK 013091103 BBG009KG1741 257,735 11,329 SH   SOLE   11,329 0 0
ALLIANT ENERGY CORP COM 018802108 BBG001S8ZQ30 764,735 15,784 SH   SOLE   15,784 0 0
ALLSTATE CORP COM 020002101 BBG001S9BM06 374,338 3,360 SH   SOLE   3,360 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 654,300 5,000 SH   SOLE   5,000 0 0
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 260,140 1,973 SH   SOLE   1,973 0 0
AMCOR PLC ORD G0250X107 BBG00LNJRQ18 467,133 50,997 SH   SOLE   50,997 0 0
AMEREN CORP COM 023608102 BBG001S5NF24 858,375 11,471 SH   SOLE   11,471 0 0
AMERICAN ELEC PWR CO INC COM 025537101 BBG001S5NFD2 1,087,982 14,464 SH   SOLE   14,464 0 0
AMERICAN EXPRESS CO COM 025816109 BBG001S5P034 1,969,905 13,204 SH   SOLE   13,204 0 0
AMERICAN TOWER CORP NEW COM 03027X100 BBG001S5NPQ6 454,540 2,764 SH   SOLE   2,764 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 BBG001SPHYW3 528,506 4,268 SH   SOLE   4,268 0 0
ANSYS INC COM 03662Q105 BBG001S926L8 476,080 1,600 SH   SOLE   1,600 0 0
AON PLC SHS CL A G0403H108 BBG00SSQFPR9 1,051,445 3,243 SH   SOLE   3,243 0 0
APPLE INC COM 037833100 BBG001S5N8V8 831,225 4,855 SH   SOLE   4,855 0 0
APPLIED MATLS INC COM 038222105 BBG001S5NMM7 443,040 3,200 SH   SOLE   3,200 0 0
APTIV PLC SHS G6095L109 BBG001TRL2T7 360,248 3,654 SH   SOLE   3,654 0 0
ARAMARK COM 03852U106 BBG001V0NR70 220,553 6,356 SH   SOLE   6,356 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 BBG001S5ND74 440,302 5,838 SH   SOLE   5,838 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 BBG0068KVVC7 236,190 2,296 SH   SOLE   2,296 0 0
ARISTA NETWORKS INC COM 040413106 BBG001T51KQ0 312,681 1,700 SH   SOLE   1,700 0 0
ATMOS ENERGY CORP COM 049560105 BBG001S5VG05 1,025,191 9,678 SH   SOLE   9,678 0 0
AUTODESK INC COM 052769106 BBG001S5SCD4 668,526 3,231 SH   SOLE   3,231 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 BBG001S82KF6 946,201 3,933 SH   SOLE   3,933 0 0
AUTOZONE INC COM 053332102 BBG001S6Q5D9 668,017 263 SH   SOLE   263 0 0
AVALONBAY CMNTYS INC COM 053484101 BBG001S7J2H8 824,352 4,800 SH   SOLE   4,800 0 0
AVANGRID INC COM 05351W103 BBG00B8NWRH3 465,644 15,434 SH   SOLE   15,434 0 0
BAKER HUGHES COMPANY CL A 05722G100 BBG00GBVBK60 763,053 21,604 SH   SOLE   21,604 0 0
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 1,529,858 55,875 SH   SOLE   55,875 0 0
BECTON DICKINSON & CO COM 075887109 BBG001S5P374 261,632 1,012 SH   SOLE   1,012 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 359,758 1,027 SH   SOLE   1,027 0 0
BIOGEN INC COM 09062X103 BBG001S67826 258,809 1,007 SH   SOLE   1,007 0 0
BIO-TECHNE CORP COM 09073M104 BBG001S66C28 281,333 4,133 SH   SOLE   4,133 0 0
BLACKROCK INC COM 09247X101 BBG001SDBP55 1,024,040 1,584 SH   SOLE   1,584 0 0
BOEING CO COM 097023105 BBG001S5P0V3 1,111,169 5,797 SH   SOLE   5,797 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 BBG001T91S76 254,818 2,332 SH   SOLE   2,332 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 BBG001S8N8J6 581,967 10,027 SH   SOLE   10,027 0 0
BROADCOM INC COM 11135F101 BBG00KHY5SY8 274,091 330 SH   SOLE   330 0 0
BROWN & BROWN INC COM 115236101 BBG001S5XFN0 667,531 9,558 SH   SOLE   9,558 0 0
BROWN FORMAN CORP CL A 115637100 BBG001S5P4G2 348,832 6,004 SH   SOLE   6,004 0 0
BROWN FORMAN CORP CL B 115637209 BBG001S5P4H1 862,985 14,959 SH   SOLE   14,959 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 BBG001SB6KF5 674,053 7,826 SH   SOLE   7,826 0 0
CAMDEN PPTY TR SH BEN INT 133131102 BBG001S5Q6V9 1,087,481 11,498 SH   SOLE   11,498 0 0
CAPITAL ONE FINL CORP COM 14040H105 BBG001S65PV8 300,855 3,100 SH   SOLE   3,100 0 0
CBRE GROUP INC CL A 12504L109 BBG001SC2D27 244,329 3,308 SH   SOLE   3,308 0 0
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 1,383,358 8,204 SH   SOLE   8,204 0 0
CHUBB LIMITED COM H1467J104 BBG001S8S1L3 521,075 2,503 SH   SOLE   2,503 0 0
CHURCH & DWIGHT CO INC COM 171340102 BBG001S5PR99 367,161 4,007 SH   SOLE   4,007 0 0
CINCINNATI FINL CORP COM 172062101 BBG001S5PTM0 2,074,237 20,278 SH   SOLE   20,278 0 0
CITIGROUP INC COM NEW 172967424 BBG001S72ZG4 858,877 20,882 SH   SOLE   20,882 0 0
CLOROX CO DEL COM 189054109 BBG001S5PX50 1,522,000 11,613 SH   SOLE   11,613 0 0
CMS ENERGY CORP COM 125896100 BBG001S5PYJ3 332,681 6,264 SH   SOLE   6,264 0 0
CNH INDL N V SHS N20944109 BBG0059JSF67 986,150 81,500 SH   SOLE   81,500 0 0
COCA COLA CO COM 191216100 BBG001S5SMQ8 517,255 9,240 SH   SOLE   9,240 0 0
COGNEX CORP COM 192422103 BBG001S5TC16 327,467 7,716 SH   SOLE   7,716 0 0
CONOCOPHILLIPS COM 20825C104 BBG001S5TZM2 385,996 3,222 SH   SOLE   3,222 0 0
COOPER COS INC COM NEW 216648402 BBG001S5Q1H6 858,945 2,701 SH   SOLE   2,701 0 0
COSTAR GROUP INC COM 22160N109 BBG001SD3DY9 1,190,949 15,489 SH   SOLE   15,489 0 0
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 901,111 1,595 SH   SOLE   1,595 0 0
COTERRA ENERGY INC COM 127097103 BBG001S6H6Y4 755,371 27,925 SH   SOLE   27,925 0 0
COUPANG INC CL A 22266T109 BBG00XMJRPR7 437,750 25,750 SH   SOLE   25,750 0 0
CURTISS WRIGHT CORP COM 231561101 BBG001S5QBK0 355,068 1,815 SH   SOLE   1,815 0 0
CVS HEALTH CORP COM 126650100 BBG001S5QBD8 451,875 6,472 SH   SOLE   6,472 0 0
D R HORTON INC COM 23331A109 BBG001S8M692 1,185,717 11,033 SH   SOLE   11,033 0 0
DANAHER CORPORATION COM 235851102 BBG001S5QGT0 669,870 2,700 SH   SOLE   2,700 0 0
DAVITA INC COM 23918K108 BBG001SB5DZ0 579,942 6,135 SH   SOLE   6,135 0 0
DEERE & CO COM 244199105 BBG001S5QFF7 406,061 1,076 SH   SOLE   1,076 0 0
DOCUSIGN INC COM 256163106 BBG001T535D5 309,918 7,379 SH   SOLE   7,379 0 0
DOVER CORP COM 260003108 BBG001S5QL46 390,628 2,800 SH   SOLE   2,800 0 0
EATON CORP PLC SHS G29183103 BBG001S5QZ45 243,992 1,144 SH   SOLE   1,144 0 0
EBAY INC. COM 278642103 BBG001S9B9J5 395,884 8,979 SH   SOLE   8,979 0 0
ECOLAB INC COM 278865100 BBG001S5QRB5 1,606,928 9,486 SH   SOLE   9,486 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 BBG001SF2288 493,135 7,118 SH   SOLE   7,118 0 0
ELECTRONIC ARTS INC COM 285512109 BBG001S5T5C9 1,664,530 13,825 SH   SOLE   13,825 0 0
ELEVANCE HEALTH INC COM 036752103 BBG001S6KBQ8 1,595,814 3,665 SH   SOLE   3,665 0 0
EOG RES INC COM 26875P101 BBG001S5ZB93 795,673 6,277 SH   SOLE   6,277 0 0
EQUIFAX INC COM 294429105 BBG001S5QSK3 441,281 2,409 SH   SOLE   2,409 0 0
EVEREST GROUP LTD COM G3223R108 BBG001S7QT63 678,298 1,825 SH   SOLE   1,825 0 0
EVERGY INC COM 30034W106 BBG00H433CS1 1,077,933 21,261 SH   SOLE   21,261 0 0
EXPEDITORS INTL WASH INC COM 302130109 BBG001S5QZZ1 526,037 4,589 SH   SOLE   4,589 0 0
FAIR ISAAC CORP COM 303250104 BBG001S8ZT61 324,830 374 SH   SOLE   374 0 0
FEDEX CORP COM 31428X106 BBG001S5R3M5 1,452,821 5,484 SH   SOLE   5,484 0 0
FERGUSON PLC NEW SHS G3421J106 BBG00NZ6VPK5 643,736 3,914 SH   SOLE   3,914 0 0
FIRST SOLAR INC COM 336433107 BBG001S991Z7 873,717 5,407 SH   SOLE   5,407 0 0
FISERV INC COM 337738108 BBG001S5R6Q4 2,205,996 19,529 SH   SOLE   19,529 0 0
FORD MTR CO DEL COM 345370860 BBG001S5TZ33 751,410 60,500 SH   SOLE   60,500 0 0
FORTINET INC COM 34959E109 BBG001S77BL6 995,624 16,967 SH   SOLE   16,967 0 0
FRANKLIN RESOURCES INC COM 354613101 BBG001S5P3W6 265,808 10,814 SH   SOLE   10,814 0 0
FREEPORT-MCMORAN INC CL B 35671D857 BBG001S5R3F3 973,940 26,118 SH   SOLE   26,118 0 0
GARMIN LTD SHS H2906T109 BBG001SG0H12 582,703 5,539 SH   SOLE   5,539 0 0
GARTNER INC COM 366651107 BBG001S5SD60 493,424 1,436 SH   SOLE   1,436 0 0
GEN DIGITAL INC COM 668771108 BBG001S5QG38 821,872 46,486 SH   SOLE   46,486 0 0
GENERAL MTRS CO COM 37045V100 BBG001SM1DK6 415,455 12,601 SH   SOLE   12,601 0 0
GENUINE PARTS CO COM 372460105 BBG001S5RNH7 1,382,150 9,573 SH   SOLE   9,573 0 0
GILEAD SCIENCES INC COM 375558103 BBG001S6Y1X7 1,062,349 14,176 SH   SOLE   14,176 0 0
GLOBE LIFE INC COM 37959E102 BBG001S5WRX4 666,624 6,131 SH   SOLE   6,131 0 0
GRAINGER W W INC COM 384802104 BBG001S5RRD2 597,058 863 SH   SOLE   863 0 0
HALLIBURTON CO COM 406216101 BBG001S5RS59 287,955 7,110 SH   SOLE   7,110 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 BBG001S8PXF3 760,084 10,719 SH   SOLE   10,719 0 0
HCA HEALTHCARE INC COM 40412C101 BBG001T8NTY2 945,793 3,845 SH   SOLE   3,845 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103 BBG001S5RTS2 299,084 16,290 SH   SOLE   16,290 0 0
HEICO CORP NEW CL A 422806208 BBG001S96YM2 406,138 3,143 SH   SOLE   3,143 0 0
HERSHEY CO COM 427866108 BBG001S5S148 1,614,045 8,067 SH   SOLE   8,067 0 0
HESS CORP COM 42809H107 BBG001S5NHS2 327,420 2,140 SH   SOLE   2,140 0 0
HOLOGIC INC COM 436440101 BBG001S6HWB2 993,461 14,315 SH   SOLE   14,315 0 0
HOME DEPOT INC COM 437076102 BBG001S5RTW7 1,044,567 3,457 SH   SOLE   3,457 0 0
HONEYWELL INTL INC COM 438516106 BBG001S5X1N1 1,354,329 7,331 SH   SOLE   7,331 0 0
HORIZON THERAPEUTICS PUB L SHS G46188101 BBG001T9M4T2 443,208 3,831 SH   SOLE   3,831 0 0
HP INC COM 40434L105 BBG001S6W7N7 1,347,323 52,425 SH   SOLE   52,425 0 0
HUMANA INC COM 444859102 BBG001S5S1X6 1,203,164 2,473 SH   SOLE   2,473 0 0
HUNTINGTON BANCSHARES INC COM 446150104 BBG001S5RSZ6 487,302 46,856 SH   SOLE   46,856 0 0
ICON PLC SHS G4705A100 BBG001SDCL35 285,158 1,158 SH   SOLE   1,158 0 0
IDEX CORP COM 45167R104 BBG001S67N14 387,125 1,861 SH   SOLE   1,861 0 0
IDEXX LABS INC COM 45168D104 BBG001S5S4Y9 1,182,815 2,705 SH   SOLE   2,705 0 0
INCYTE CORP COM 45337C102 BBG001S8Q6N2 721,027 12,481 SH   SOLE   12,481 0 0
INGERSOLL RAND INC COM 45687V106 BBG002R1CW36 320,766 5,034 SH   SOLE   5,034 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 BBG001SDJ4R0 240,284 2,184 SH   SOLE   2,184 0 0
INTERNATIONAL PAPER CO COM 460146103 BBG001S5SBF4 498,424 14,052 SH   SOLE   14,052 0 0
INTERPUBLIC GROUP COS INC COM 460690100 BBG001S6RLK5 493,554 17,221 SH   SOLE   17,221 0 0
INTUIT COM 461202103 BBG001S6TWR2 499,188 977 SH   SOLE   977 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 BBG001S7XR78 566,458 1,938 SH   SOLE   1,938 0 0
IQVIA HLDGS INC COM 46266C105 BBG00333FZ54 846,025 4,300 SH   SOLE   4,300 0 0
IRON MTN INC DEL COM 46284V101 BBG001SCQ2X1 1,061,480 17,855 SH   SOLE   17,855 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 BBG001SNW8K1 308,067 2,380 SH   SOLE   2,380 0 0
JOHNSON CTLS INTL PLC SHS G51502105 BBG001S5WZ84 2,262,649 42,523 SH   SOLE   42,523 0 0
JUNIPER NETWORKS INC COM 48203R104 BBG001SCTT05 464,093 16,700 SH   SOLE   16,700 0 0
KELLANOVA COM 487836108 BBG001S5SJL0 669,071 11,243 SH   SOLE   11,243 0 0
KENVUE INC COM 49177J102 BBG01C79X614 228,671 11,388 SH   SOLE   11,388 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 BBG0059FN820 224,927 1,700 SH   SOLE   1,700 0 0
KIMBERLY-CLARK CORP COM 494368103 BBG001S5SLZ0 1,065,293 8,815 SH   SOLE   8,815 0 0
KIMCO RLTY CORP COM 49446R109 BBG001S70279 259,839 14,772 SH   SOLE   14,772 0 0
KINDER MORGAN INC DEL COM 49456B101 BBG001TG2YZ5 1,385,060 83,538 SH   SOLE   83,538 0 0
KINSALE CAP GROUP INC COM 49714P108 BBG00D8JDB02 327,577 791 SH   SOLE   791 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 BBG001T9BTS0 320,960 6,400 SH   SOLE   6,400 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 BBG001S5S0N9 1,536,087 8,822 SH   SOLE   8,822 0 0
LAM RESEARCH CORP COM 512807108 BBG001S5SW40 391,104 624 SH   SOLE   624 0 0
LAMB WESTON HLDGS INC COM 513272104 BBG003CVMLR1 1,067,543 11,546 SH   SOLE   11,546 0 0
LAS VEGAS SANDS CORP COM 517834107 BBG001SJCGP9 631,538 13,777 SH   SOLE   13,777 0 0
LEIDOS HOLDINGS INC COM 525327102 BBG001SKW6M9 607,242 6,589 SH   SOLE   6,589 0 0
LENNAR CORP CL A 526057104 BBG001S5SRK3 905,023 8,064 SH   SOLE   8,064 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 BBG006GNSZX4 778,503 8,525 SH   SOLE   8,525 0 0
LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 1,251,827 3,061 SH   SOLE   3,061 0 0
LOEWS CORP COM 540424108 BBG001S6KQC0 521,041 8,230 SH   SOLE   8,230 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 BBG001T8LMY9 482,970 5,100 SH   SOLE   5,100 0 0
MARATHON OIL CORP COM 565849106 BBG001S69V69 321,000 12,000 SH   SOLE   12,000 0 0
MARSH & MCLENNAN COS INC COM 571748102 BBG001S5T7M4 1,546,949 8,129 SH   SOLE   8,129 0 0
MARVELL TECHNOLOGY INC COM 573874104 BBG00ZXBJ162 372,252 6,877 SH   SOLE   6,877 0 0
MASCO CORP COM 574599106 BBG001S5SZ70 757,280 14,168 SH   SOLE   14,168 0 0
MCDONALDS CORP COM 580135101 BBG001S5T110 1,158,873 4,399 SH   SOLE   4,399 0 0
MCKESSON CORP COM 58155Q103 BBG001S8F8P8 416,151 957 SH   SOLE   957 0 0
MERCK & CO INC COM 58933Y105 BBG001S5TC52 1,730,178 16,806 SH   SOLE   16,806 0 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 256,980 856 SH   SOLE   856 0 0
METLIFE INC COM 59156R108 BBG001S5T3R8 666,469 10,594 SH   SOLE   10,594 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 BBG001SB87G1 248,208 224 SH   SOLE   224 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 305,015 966 SH   SOLE   966 0 0
MID-AMER APT CMNTYS INC COM 59522J103 BBG001S7HZ69 434,451 3,377 SH   SOLE   3,377 0 0
MOHAWK INDS INC COM 608190104 BBG001SBGSZ5 649,925 7,574 SH   SOLE   7,574 0 0
MONDELEZ INTL INC CL A 609207105 BBG001SHHZJ3 870,415 12,542 SH   SOLE   12,542 0 0
MONGODB INC CL A 60937P106 BBG0022FDRZ7 346,206 1,001 SH   SOLE   1,001 0 0
MONOLITHIC PWR SYS INC COM 609839105 BBG001SDRGP6 706,860 1,530 SH   SOLE   1,530 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 BBG008NVB1F7 863,773 16,313 SH   SOLE   16,313 0 0
MOODYS CORP COM 615369105 BBG001S5VP87 1,854,337 5,865 SH   SOLE   5,865 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 BBG001S5T9L1 1,901,869 6,986 SH   SOLE   6,986 0 0
MSCI INC COM 55354G100 BBG001SV8B05 741,401 1,445 SH   SOLE   1,445 0 0
NASDAQ INC COM 631103108 BBG001SKTBJ6 348,050 7,163 SH   SOLE   7,163 0 0
NATIONAL INSTRS CORP COM 636518102 BBG001S8FKK6 297,385 4,988 SH   SOLE   4,988 0 0
NETAPP INC COM 64110D104 BBG001S8LYX5 502,857 6,627 SH   SOLE   6,627 0 0
NETFLIX INC COM 64110L106 BBG001SF6L46 1,748,288 4,630 SH   SOLE   4,630 0 0
NIKE INC CL B 654106103 BBG001S6NTK2 2,269,541 23,735 SH   SOLE   23,735 0 0
NISOURCE INC COM 65473P105 BBG001S5TMF9 665,916 26,982 SH   SOLE   26,982 0 0
NU HLDGS LTD ORD SHS CL A G6683N103 BBG0136WM2Y9 318,652 43,952 SH   SOLE   43,952 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 2,651,699 6,096 SH   SOLE   6,096 0 0
NVR INC COM 62944T105 BBG001S5TSM8 256,422 43 SH   SOLE   43 0 0
OMNICOM GROUP INC COM 681919106 BBG001S5VR10 200,277 2,689 SH   SOLE   2,689 0 0
ORACLE CORP COM 68389X105 BBG001S5SJG6 787,727 7,437 SH   SOLE   7,437 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 BBG001S78TL6 384,448 423 SH   SOLE   423 0 0
PACKAGING CORP AMER COM 695156109 BBG001S5V741 372,512 2,426 SH   SOLE   2,426 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 BBG001T53796 520,000 32,500 SH   SOLE   32,500 0 0
PARAMOUNT GLOBAL CLASS B COM 92556H206 BBG001S6L063 287,799 22,310 SH   SOLE   22,310 0 0
PARKER-HANNIFIN CORP COM 701094104 BBG001S5V554 281,623 723 SH   SOLE   723 0 0
PAYCHEX INC COM 704326107 BBG001S5V135 937,172 8,126 SH   SOLE   8,126 0 0
PAYCOM SOFTWARE INC COM 70432V102 BBG0064N1009 1,001,819 3,864 SH   SOLE   3,864 0 0
PAYLOCITY HLDG CORP COM 70438V106 BBG006598YZ0 228,942 1,260 SH   SOLE   1,260 0 0
PENTAIR PLC SHS G7S00T104 BBG001S69VB3 593,499 9,166 SH   SOLE   9,166 0 0
PFIZER INC COM 717081103 BBG001S5V466 1,132,490 34,142 SH   SOLE   34,142 0 0
PHILIP MORRIS INTL INC COM 718172109 BBG001STP9N1 942,742 10,183 SH   SOLE   10,183 0 0
PINNACLE WEST CAP CORP COM 723484101 BBG001S5VB15 574,262 7,794 SH   SOLE   7,794 0 0
PIONEER NAT RES CO COM 723787107 BBG001S7V1J4 1,349,754 5,880 SH   SOLE   5,880 0 0
PPG INDS INC COM 693506107 BBG001S5VC13 2,072,127 15,964 SH   SOLE   15,964 0 0
PPL CORP COM 69351T106 BBG001S5VC31 470,611 19,975 SH   SOLE   19,975 0 0
PRINCIPAL FINANCIAL GROUP IN COM 74251V102 BBG001SD3148 513,715 7,128 SH   SOLE   7,128 0 0
PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 612,612 4,200 SH   SOLE   4,200 0 0
PROLOGIS INC. COM 74340W103 BBG001S5NMN6 811,278 7,230 SH   SOLE   7,230 0 0
PRUDENTIAL FINL INC COM 744320102 BBG001S97MM7 1,204,439 12,693 SH   SOLE   12,693 0 0
PTC INC COM 69370C100 BBG001S6DNK6 229,805 1,622 SH   SOLE   1,622 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106 BBG001S5V3C1 374,069 6,573 SH   SOLE   6,573 0 0
QUALCOMM INC COM 747525103 BBG001S6VS70 388,710 3,500 SH   SOLE   3,500 0 0
QUANTA SVCS INC COM 74762E102 BBG001S5VH85 352,440 1,884 SH   SOLE   1,884 0 0
QUEST DIAGNOSTICS INC COM 74834L100 BBG001S9GX43 874,955 7,180 SH   SOLE   7,180 0 0
REGENCY CTRS CORP COM 758849103 BBG001S7H752 260,109 4,376 SH   SOLE   4,376 0 0
REGENERON PHARMACEUTICALS COM 75886F107 BBG001S6PX49 594,177 722 SH   SOLE   722 0 0
ROBINHOOD MKTS INC COM CL A 770700102 BBG008NMBXP6 212,063 21,617 SH   SOLE   21,617 0 0
ROPER TECHNOLOGIES INC COM 776696106 BBG001S9B362 472,657 976 SH   SOLE   976 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 BBG001S5RMJ7 259,466 2,816 SH   SOLE   2,816 0 0
RTX CORPORATION COM 75513E101 BBG001S5X5Q9 205,546 2,856 SH   SOLE   2,856 0 0
S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 1,133,867 3,103 SH   SOLE   3,103 0 0
SALESFORCE INC COM 79466L302 BBG001SDLP09 2,463,980 12,151 SH   SOLE   12,151 0 0
SCHLUMBERGER LTD COM STK 806857108 BBG001S5W4C8 851,355 14,603 SH   SOLE   14,603 0 0
SCHWAB CHARLES CORP COM 808513105 BBG001S5VXD4 560,529 10,210 SH   SOLE   10,210 0 0
SEMPRA COM 816851109 BBG001SBVZ73 376,546 5,535 SH   SOLE   5,535 0 0
SHERWIN WILLIAMS CO COM 824348106 BBG001S5W2F9 2,472,710 9,695 SH   SOLE   9,695 0 0
SIMON PPTY GROUP INC NEW COM 828806109 BBG001S77WM9 225,999 2,092 SH   SOLE   2,092 0 0
SIRIUS XM HOLDINGS INC COM 82968B103 BBG001S70ZY6 272,122 60,204 SH   SOLE   60,204 0 0
SMITH A O CORP COM 831865209 BBG001S5NRY3 640,469 9,685 SH   SOLE   9,685 0 0
SMUCKER J M CO COM NEW 832696405 BBG001S5W3H5 1,345,250 10,945 SH   SOLE   10,945 0 0
SOUTHERN CO COM 842587107 BBG001S5W777 748,228 11,561 SH   SOLE   11,561 0 0
SOUTHWESTERN ENERGY CO COM 845467109 BBG001S5WHW7 83,211 12,901 SH   SOLE   12,901 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 BBG001STPPK8 470,969 8,964 SH   SOLE   8,964 0 0
SYSCO CORP COM 871829107 BBG001S5WJS8 1,279,719 19,375 SH   SOLE   19,375 0 0
TE CONNECTIVITY LTD SHS H84989104 BBG001STLRP3 433,220 3,507 SH   SOLE   3,507 0 0
TELEFLEX INCORPORATED COM 879369106 BBG001S5WNP2 435,245 2,216 SH   SOLE   2,216 0 0
TESLA INC COM 88160R101 BBG001SQKGD7 209,434 837 SH   SOLE   837 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 1,012,340 2,000 SH   SOLE   2,000 0 0
TRACTOR SUPPLY CO COM 892356106 BBG001S7K017 203,050 1,000 SH   SOLE   1,000 0 0
TRAVELERS COMPANIES INC COM 89417E109 BBG001S5R103 735,712 4,505 SH   SOLE   4,505 0 0
TRIMBLE INC COM 896239100 BBG001S5SZP0 477,469 8,865 SH   SOLE   8,865 0 0
TYLER TECHNOLOGIES INC COM 902252105 BBG001S5WZB0 282,654 732 SH   SOLE   732 0 0
UDR INC COM 902653104 BBG001S6KCT3 1,080,159 30,282 SH   SOLE   30,282 0 0
ULTA BEAUTY INC COM 90384S303 BBG00FWQ4W44 419,822 1,051 SH   SOLE   1,051 0 0
UNION PAC CORP COM 907818108 BBG001S5X2M0 1,569,580 7,708 SH   SOLE   7,708 0 0
UNITY SOFTWARE INC COM 91332U101 BBG0056JW5H5 284,739 9,071 SH   SOLE   9,071 0 0
VERISIGN INC COM 92343E102 BBG001S7BCF6 880,398 4,347 SH   SOLE   4,347 0 0
VERISK ANALYTICS INC COM 92345Y106 BBG001SBRX64 944,960 4,000 SH   SOLE   4,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 1,143,101 35,270 SH   SOLE   35,270 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 BBG001S68LJ8 816,494 2,348 SH   SOLE   2,348 0 0
VICI PPTYS INC COM 925652109 BBG00HVVB4B6 206,406 7,093 SH   SOLE   7,093 0 0
VMWARE INC CL A COM 928563402 BBG001S6TFZ0 577,186 3,467 SH   SOLE   3,467 0 0
VULCAN MATLS CO COM 929160109 BBG001S5X8R2 565,050 2,797 SH   SOLE   2,797 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104 BBG011386VG3 380,915 35,075 SH   SOLE   35,075 0 0
WHIRLPOOL CORP COM 963320106 BBG001S5XFS5 286,653 2,144 SH   SOLE   2,144 0 0
WILLIAMS COS INC COM 969457100 BBG001S5XH10 467,482 13,876 SH   SOLE   13,876 0 0
WYNN RESORTS LTD COM 983134107 BBG001SJZ2V8 415,291 4,494 SH   SOLE   4,494 0 0
XYLEM INC COM 98419M100 BBG001V05C73 1,040,564 11,431 SH   SOLE   11,431 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 BBG0042V6JN7 270,808 3,872 SH   SOLE   3,872 0 0