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
ADVANCED MICRO DEVICES INC COM 007903107   231,877 3,580 SH   SOLE   0 0 3,580
AFFIRM HLDGS INC COM CL A 00827B106   194,802 20,145 SH   SOLE   0 0 20,145
AGNC INVT CORP COM 00123Q104   242,822 23,461 SH   SOLE   0 0 23,461
AKAMAI TECHNOLOGIES INC COM 00971T101   460,531 5,463 SH   SOLE   0 0 5,463
ALBEMARLE CORP COM 012653101   275,629 1,271 SH   SOLE   0 0 1,271
ALLEGION PLC ORD SHS G0176J109   463,776 4,406 SH   SOLE   0 0 4,406
ALLISON TRANSMISSION HLDGS I COM 01973R101   596,295 14,334 SH   SOLE   0 0 14,334
ALTICE USA INC CL A 02156K103   176,649 38,402 SH   SOLE   0 0 38,402
APARTMENT INCOME REIT CORP COM 03750L109   762,334 22,219 SH   SOLE   0 0 22,219
APPLE INC COM 037833100   235,433 1,812 SH   SOLE   0 0 1,812
APPLIED MATLS INC COM 038222105   263,900 2,710 SH   SOLE   0 0 2,710
ARMSTRONG WORLD INDS INC NEW COM 04247X102   561,752 8,190 SH   SOLE   0 0 8,190
ASSURANT INC COM 04621X108   342,664 2,740 SH   SOLE   0 0 2,740
ASSURED GUARANTY LTD COM G0585R106   219,031 3,518 SH   SOLE   0 0 3,518
AT&T INC COM 00206R102   222,669 12,095 SH   SOLE   0 0 12,095
AUTOMATIC DATA PROCESSING IN COM 053015103   262,508 1,099 SH   SOLE   0 0 1,099
AUTONATION INC COM 05329W102   259,022 2,414 SH   SOLE   0 0 2,414
AVANTOR INC COM 05352A100   288,237 13,667 SH   SOLE   0 0 13,667
AXALTA COATING SYS LTD COM G0750C108   255,948 10,049 SH   SOLE   0 0 10,049
BERKLEY W R CORP COM 084423102   432,662 5,962 SH   SOLE   0 0 5,962
BIO-TECHNE CORP COM 09073M104   547,340 6,604 SH   SOLE   0 0 6,604
BLUE OWL CAPITAL INC COM CL A 09581B103   299,949 28,297 SH   SOLE   0 0 28,297
BORGWARNER INC COM 099724106   209,984 5,217 SH   SOLE   0 0 5,217
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   703,780 5,247 SH   SOLE   0 0 5,247
BROOKFIELD RENEWABLE CORP CL A SUB VTG 11284V105   251,936 9,148 SH   SOLE   0 0 9,148
CABLE ONE INC COM 12685J105   341,693 480 SH   SOLE   0 0 480
CAMDEN PPTY TR SH BEN INT 133131102   250,164 2,236 SH   SOLE   0 0 2,236
CAPITAL ONE FINL CORP COM 14040H105   242,533 2,609 SH   SOLE   0 0 2,609
CARLISLE COS INC COM 142339100   336,979 1,430 SH   SOLE   0 0 1,430
CARRIER GLOBAL CORPORATION COM 14448C104   310,366 7,524 SH   SOLE   0 0 7,524
CASEYS GEN STORES INC COM 147528103   331,141 1,476 SH   SOLE   0 0 1,476
CCC INTELLIGENT SOLUTIONS HL COM 12510Q100   297,557 34,202 SH   SOLE   0 0 34,202
CELANESE CORP DEL COM 150870103   201,106 1,967 SH   SOLE   0 0 1,967
CENTERPOINT ENERGY INC COM 15189T107   232,392 7,749 SH   SOLE   0 0 7,749
CF INDS HLDGS INC COM 125269100   222,713 2,614 SH   SOLE   0 0 2,614
CHEMED CORP NEW COM 16359R103   230,714 452 SH   SOLE   0 0 452
CHENIERE ENERGY INC COM NEW 16411R208   541,505 3,611 SH   SOLE   0 0 3,611
CIENA CORP COM NEW 171779309   452,651 8,879 SH   SOLE   0 0 8,879
CLARIVATE PLC ORD SHS G21810109   102,773 12,323 SH   SOLE   0 0 12,323
COLGATE PALMOLIVE CO COM 194162103   397,181 5,041 SH   SOLE   0 0 5,041
COMERICA INC COM 200340107   318,540 4,765 SH   SOLE   0 0 4,765
CONSOLIDATED EDISON INC COM 209115104   271,348 2,847 SH   SOLE   0 0 2,847
CONSTELLATION BRANDS INC CL A 21036P108   291,542 1,258 SH   SOLE   0 0 1,258
COSTCO WHSL CORP NEW COM 22160K105   346,940 760 SH   SOLE   0 0 760
CSX CORP COM 126408103   238,422 7,696 SH   SOLE   0 0 7,696
DISNEY WALT CO COM 254687106   271,500 3,125 SH   SOLE   0 0 3,125
DOMINOS PIZZA INC COM 25754A201   387,275 1,118 SH   SOLE   0 0 1,118
DONALDSON INC COM 257651109   231,653 3,935 SH   SOLE   0 0 3,935
DOUGLAS EMMETT INC COM 25960P109   217,905 13,897 SH   SOLE   0 0 13,897
DOVER CORP COM 260003108   443,332 3,274 SH   SOLE   0 0 3,274
DROPBOX INC CL A 26210C104   281,003 12,556 SH   SOLE   0 0 12,556
DUN & BRADSTREET HLDGS INC COM 26484T106   150,541 12,279 SH   SOLE   0 0 12,279
DXC TECHNOLOGY CO COM 23355L106   279,496 10,547 SH   SOLE   0 0 10,547
EASTMAN CHEM CO COM 277432100   245,297 3,012 SH   SOLE   0 0 3,012
ELECTRONIC ARTS INC COM 285512109   303,128 2,481 SH   SOLE   0 0 2,481
ELEMENT SOLUTIONS INC COM 28618M106   338,461 18,607 SH   SOLE   0 0 18,607
ENTERGY CORP NEW COM 29364G103   337,387 2,999 SH   SOLE   0 0 2,999
EPR PPTYS COM SH BEN INT 26884U109   381,048 10,102 SH   SOLE   0 0 10,102
EQUITABLE HLDGS INC COM 29542E101   232,499 8,101 SH   SOLE   0 0 8,101
EXPEDIA GROUP INC COM NEW 30212P303   363,628 4,151 SH   SOLE   0 0 4,151
F5 INC COM 315616102   200,053 1,394 SH   SOLE   0 0 1,394
FACTSET RESH SYS INC COM 303075105   408,833 1,019 SH   SOLE   0 0 1,019
FEDERAL RLTY INVT TR NEW SH BEN INT NEW 313745101   284,428 2,815 SH   SOLE   0 0 2,815
FIRST INDL RLTY TR INC COM 32054K103   419,380 8,690 SH   SOLE   0 0 8,690
FLEETCOR TECHNOLOGIES INC COM 339041105   287,459 1,565 SH   SOLE   0 0 1,565
FOX CORP CL A COM 35137L105   252,010 8,298 SH   SOLE   0 0 8,298
FREEPORT-MCMORAN INC CL B 35671D857   208,202 5,479 SH   SOLE   0 0 5,479
GALLAGHER ARTHUR J & CO COM 363576109   344,274 1,826 SH   SOLE   0 0 1,826
GENERAL MTRS CO COM 37045V100   232,620 6,915 SH   SOLE   0 0 6,915
GLOBAL PMTS INC COM 37940X102   208,373 2,098 SH   SOLE   0 0 2,098
GRACO INC COM 384109104   212,878 3,165 SH   SOLE   0 0 3,165
GRAINGER W W INC COM 384802104   285,912 514 SH   SOLE   0 0 514
GRAPHIC PACKAGING HLDG CO COM 388689101   355,266 15,967 SH   SOLE   0 0 15,967
GUIDEWIRE SOFTWARE INC COM 40171V100   270,197 4,319 SH   SOLE   0 0 4,319
HANOVER INS GROUP INC COM 410867105   370,256 2,740 SH   SOLE   0 0 2,740
HEICO CORP NEW CL A 422806208   348,165 2,905 SH   SOLE   0 0 2,905
HOLOGIC INC COM 436440101   250,240 3,345 SH   SOLE   0 0 3,345
HUNTINGTON INGALLS INDS INC COM 446413106   368,165 1,596 SH   SOLE   0 0 1,596
HUNTSMAN CORP COM 447011107   209,837 7,636 SH   SOLE   0 0 7,636
IAC INC COM NEW 44891N208   418,736 9,431 SH   SOLE   0 0 9,431
KEMPER CORP COM 488401100   444,718 9,039 SH   SOLE   0 0 9,039
L3HARRIS TECHNOLOGIES INC COM 502431109   543,220 2,609 SH   SOLE   0 0 2,609
LIBERTY BROADBAND CORP COM SER C 530307305   309,580 4,059 SH   SOLE   0 0 4,059
LIFE STORAGE INC COM 53223X107   387,892 3,938 SH   SOLE   0 0 3,938
LINCOLN NATL CORP IND COM 534187109   548,567 17,857 SH   SOLE   0 0 17,857
LITTELFUSE INC COM 537008104   269,085 1,222 SH   SOLE   0 0 1,222
LOWES COS INC COM 548661107   305,834 1,535 SH   SOLE   0 0 1,535
LUMENTUM HLDGS INC COM 55024U109   300,082 5,752 SH   SOLE   0 0 5,752
LYFT INC CL A COM 55087P104   181,555 16,475 SH   SOLE   0 0 16,475
MARATHON OIL CORP COM 565849106   422,455 15,606 SH   SOLE   0 0 15,606
MARVELL TECHNOLOGY INC COM 573874104   305,469 8,247 SH   SOLE   0 0 8,247
MASCO CORP COM 574599106   373,220 7,997 SH   SOLE   0 0 7,997
MASTERBRAND INC COMMON STOCK 57638P104   151,786 20,104 SH   SOLE   0 0 20,104
MATCH GROUP INC NEW COM 57667L107   226,950 5,470 SH   SOLE   0 0 5,470
MEDICAL PPTYS TRUST INC COM 58463J304   230,554 20,696 SH   SOLE   0 0 20,696
METLIFE INC COM 59156R108   376,831 5,207 SH   SOLE   0 0 5,207
MSC INDL DIRECT INC CL A 553530106   361,686 4,427 SH   SOLE   0 0 4,427
NASDAQ INC COM 631103108   433,008 7,058 SH   SOLE   0 0 7,058
NEW YORK CMNTY BANCORP INC COM 649445103   299,117 34,781 SH   SOLE   0 0 34,781
NEWMONT CORP COM 651639106   332,288 7,040 SH   SOLE   0 0 7,040
NORWEGIAN CRUISE LINE HLDG L SHS G66721104   211,287 17,262 SH   SOLE   0 0 17,262
NUTANIX INC CL A 67059N108   305,046 11,710 SH   SOLE   0 0 11,710
NVIDIA CORPORATION COM 67066G104   354,828 2,428 SH   SOLE   0 0 2,428
NVR INC COM 62944T105   322,881 70 SH   SOLE   0 0 70
OKTA INC CL A 679295105   249,746 3,655 SH   SOLE   0 0 3,655
OLAPLEX HLDGS INC COM 679369108   78,431 15,054 SH   SOLE   0 0 15,054
OLIN CORP COM PAR $1 680665205   202,336 3,822 SH   SOLE   0 0 3,822
PACCAR INC COM 693718108   267,318 2,701 SH   SOLE   0 0 2,701
PALANTIR TECHNOLOGIES INC CL A 69608A108   142,704 22,228 SH   SOLE   0 0 22,228
PALO ALTO NETWORKS INC COM 697435105   247,544 1,774 SH   SOLE   0 0 1,774
PELOTON INTERACTIVE INC CL A COM 70614W100   82,322 10,368 SH   SOLE   0 0 10,368
PINNACLE WEST CAP CORP COM 723484101   454,948 5,983 SH   SOLE   0 0 5,983
POPULAR INC COM NEW 733174700   230,528 3,476 SH   SOLE   0 0 3,476
POST HLDGS INC COM 737446104   360,769 3,997 SH   SOLE   0 0 3,997
PTC INC COM 69370C100   349,316 2,910 SH   SOLE   0 0 2,910
PVH CORPORATION COM 693656100   200,758 2,844 SH   SOLE   0 0 2,844
QUALCOMM INC COM 747525103   209,326 1,904 SH   SOLE   0 0 1,904
RANGE RES CORP COM 75281A109   219,025 8,754 SH   SOLE   0 0 8,754
RESMED INC COM 761152107   312,403 1,501 SH   SOLE   0 0 1,501
RINGCENTRAL INC CL A 76680R206   298,422 8,430 SH   SOLE   0 0 8,430
ROBINHOOD MKTS INC COM CL A 770700102   260,341 31,983 SH   SOLE   0 0 31,983
ROCKET COS INC COM CL A 77311W101   292,943 41,849 SH   SOLE   0 0 41,849
ROLLINS INC COM 775711104   234,952 6,430 SH   SOLE   0 0 6,430
SCIENCE APPLICATIONS INTL CO COM 808625107   203,889 1,838 SH   SOLE   0 0 1,838
SEALED AIR CORP NEW COM 81211K100   457,999 9,182 SH   SOLE   0 0 9,182
SEI INVTS CO COM 784117103   702,399 12,048 SH   SOLE   0 0 12,048
SEMPRA COM 816851109   229,337 1,484 SH   SOLE   0 0 1,484
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102   572,306 14,173 SH   SOLE   0 0 14,173
SHERWIN WILLIAMS CO COM 824348106   266,047 1,121 SH   SOLE   0 0 1,121
SKECHERS U S A INC CL A 830566105   250,987 5,983 SH   SOLE   0 0 5,983
SOFI TECHNOLOGIES INC COM 83406F102   86,996 18,871 SH   SOLE   0 0 18,871
SOUTHWEST AIRLS CO COM 844741108   237,979 7,068 SH   SOLE   0 0 7,068
SPECTRUM BRANDS HLDGS INC NE COM 84790A105   275,602 4,524 SH   SOLE   0 0 4,524
STIFEL FINL CORP COM 860630102   244,803 4,194 SH   SOLE   0 0 4,194
SYNCHRONY FINANCIAL COM 87165B103   371,646 11,310 SH   SOLE   0 0 11,310
TANDEM DIABETES CARE INC COM NEW 875372203   408,595 9,090 SH   SOLE   0 0 9,090
TERADATA CORP DEL COM 88076W103   292,606 8,693 SH   SOLE   0 0 8,693
TERADYNE INC COM 880770102   218,549 2,502 SH   SOLE   0 0 2,502
TRANSUNION COM 89400J107   247,430 4,360 SH   SOLE   0 0 4,360
TRIMBLE INC COM 896239100   361,402 7,148 SH   SOLE   0 0 7,148
UIPATH INC CL A 90364P105   261,483 20,573 SH   SOLE   0 0 20,573
VAIL RESORTS INC COM 91879Q109   218,090 915 SH   SOLE   0 0 915
VERTIV HOLDINGS CO COM CL A 92537N108   176,310 12,907 SH   SOLE   0 0 12,907
VONTIER CORPORATION COM 928881101   283,957 14,690 SH   SOLE   0 0 14,690
WALMART INC COM 931142103   315,625 2,226 SH   SOLE   0 0 2,226
WASTE MGMT INC DEL COM 94106L109   350,470 2,234 SH   SOLE   0 0 2,234
WEC ENERGY GROUP INC COM 92939U106   306,220 3,266 SH   SOLE   0 0 3,266
WESTERN ALLIANCE BANCORP COM 957638109   257,835 4,329 SH   SOLE   0 0 4,329
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104   459,198 10,166 SH   SOLE   0 0 10,166
WINTRUST FINL CORP COM 97650W108   265,308 3,139 SH   SOLE   0 0 3,139
XPO INC COM 983793100   448,683 13,478 SH   SOLE   0 0 13,478