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   714,036 5,355 SH   SOLE   5,355 0 0
ABBOTT LABS COM 002824100   51,020,283 270,163 SH   SOLE   270,163 0 0
ADOBE INC COM 00724F101   3,555,893 31,803 SH   SOLE   31,803 0 0
ADVANCED MICRO DEVICES INC COM 007903107   5,267,937 8,399 SH   SOLE   8,399 0 0
AGILENT TECHNOLOGIES INC COM 00846U101   1,784,628 9,151 SH   SOLE   9,151 0 0
AIR PRODS & CHEMS INC COM 009158106   520,261 9,807 SH   SOLE   9,807 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101   1,898,174 7,593 SH   SOLE   7,593 0 0
ALBEMARLE CORP COM 012653101   1,052,053 3,945 SH   SOLE   3,945 0 0
ALCON AG ORD SHS H01301128   39,616 1,304 SH   SOLE   1,304 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109   350,442 2,731 SH   SOLE   2,731 0 0
ALIGN TECHNOLOGY INC COM 016255101   236,654 2,044 SH   SOLE   2,044 0 0
ALPHABET INC CAP STK CL C 02079K107   413,140 1,394 SH   SOLE   1,394 0 0
ALPHABET INC CAP STK CL A 02079K305   150,700 1,370 SH   SOLE   1,370 0 0
AMDOCS LTD SHS G02602103   2,853,573 15,355 SH   SOLE   15,355 0 0
ANALOG DEVICES INC COM 032654105   5,051,939 29,290 SH   SOLE   29,290 0 0
ANSYS INC COM 03662Q105   537,037 1,569 SH   SOLE   1,569 0 0
APPLE INC COM 037833100   892,990 4,062 SH   SOLE   4,062 0 0
APPLIED MATLS INC COM 038222105   407,229 4,965 SH   SOLE   4,965 0 0
APTIV PLC SHS G6095L109   363,938 3,132 SH   SOLE   3,132 0 0
ARCHER DANIELS MIDLAND CO COM 039483102   306,528 2,710 SH   SOLE   2,710 0 0
ARGENX SE SPONSORED ADR 04016X101   1,295,044 5,313 SH   SOLE   5,313 0 0
ATMOS ENERGY CORP COM 049560105   234,897 2,653 SH   SOLE   2,653 0 0
AUTODESK INC COM 052769106   618,355 2,566 SH   SOLE   2,566 0 0
AUTOLIV INC COM 052800109   121,307 373 SH   SOLE   373 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   536,870 18,609 SH   SOLE   18,609 0 0
AVANGRID INC COM 05351W103   413,657 2,232 SH   SOLE   2,232 0 0
BAKER HUGHES COMPANY CL A 05722G100   302,622 3,421 SH   SOLE   3,421 0 0
BARRICK GOLD CORP COM 067901108   1,841,575 36,972 SH   SOLE   36,972 0 0
BECTON DICKINSON & CO COM 075887109   1,733,851 26,471 SH   SOLE   26,471 0 0
BIO RAD LABS INC CL A 090572207   230,879 1,168 SH   SOLE   1,168 0 0
BIOGEN INC COM 09062X103   136,072 4,279 SH   SOLE   4,279 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101   472,905 4,506 SH   SOLE   4,506 0 0
BIO-TECHNE CORP COM 09073M104   855,833 15,280 SH   SOLE   15,280 0 0
BORGWARNER INC COM 099724106   1,531,313 4,909 SH   SOLE   4,909 0 0
BOSTON SCIENTIFIC CORP COM 101137107   762,357 5,768 SH   SOLE   5,768 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   274,139 3,511 SH   SOLE   3,511 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   441,375 4,466 SH   SOLE   4,466 0 0
BUNGE GLOBAL SA COM SHS H11356104   648,837 2,577 SH   SOLE   2,577 0 0
BURLINGTON STORES INC COM 122017106   328,019 871 SH   SOLE   871 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   2,446,298 22,007 SH   SOLE   22,007 0 0
CANADIAN NAT RES LTD COM 136385101   684,227 2,966 SH   SOLE   2,966 0 0
CANADIAN NATL RY CO COM 136375102   201,554 907 SH   SOLE   907 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108   5,043,860 17,315 SH   SOLE   17,315 0 0
CARDINAL HEALTH INC COM 14149Y108   3,735,738 74,521 SH   SOLE   74,521 0 0
CARRIER GLOBAL CORPORATION COM 14448C104   968,751 1,567 SH   SOLE   1,567 0 0
CENCORA INC COM 03073E105   315,220 12,972 SH   SOLE   12,972 0 0
CENOVUS ENERGY INC COM 15135U109   702,214 13,101 SH   SOLE   13,101 0 0
CERIDIAN HCM HLDG INC COM 15677J108   4,777,244 31,629 SH   SOLE   31,629 0 0
CF INDS HLDGS INC COM 125269100   119,707 2,955 SH   SOLE   2,955 0 0
CHARLES RIV LABS INTL INC COM 159864107   190,792 2,699 SH   SOLE   2,699 0 0
CHEVRON CORP NEW COM 166764100   569,256 8,411 SH   SOLE   8,411 0 0
CHURCH & DWIGHT CO INC COM 171340102   243,594 1,922 SH   SOLE   1,922 0 0
CINTAS CORP COM 172908105   826,132 5,701 SH   SOLE   5,701 0 0
CISCO SYS INC COM 17275R102   2,916,129 12,003 SH   SOLE   12,003 0 0
COCA COLA CO COM 191216100   516,987 3,706 SH   SOLE   3,706 0 0
CONOCOPHILLIPS COM 20825C104   392,817 2,447 SH   SOLE   2,447 0 0
CONSTELLATION ENERGY CORP COM 21037T109   700,682 12,978 SH   SOLE   12,978 0 0
COOPER COS INC COM NEW 216648402   191,548 2,134 SH   SOLE   2,134 0 0
CORNING INC COM 219350105   489,597 11,772 SH   SOLE   11,772 0 0
CORTEVA INC COM 22052L104   698,129 4,965 SH   SOLE   4,965 0 0
COTERRA ENERGY INC COM 127097103   585,114 4,082 SH   SOLE   4,082 0 0
CRH PLC ORD G25508105   1,059,451 10,266 SH   SOLE   10,266 0 0
CUMMINS INC COM 231021106   1,199,118 10,798 SH   SOLE   10,798 0 0
D R HORTON INC COM 23331A109   923,549 10,864 SH   SOLE   10,864 0 0
DANAHER CORPORATION COM 235851102   198,717 3,277 SH   SOLE   3,277 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   496,949 3,275 SH   SOLE   3,275 0 0
DENTSPLY SIRONA INC COM 24906P109   734,160 10,485 SH   SOLE   10,485 0 0
DEVON ENERGY CORP NEW COM 25179M103   1,033,319 4,259 SH   SOLE   4,259 0 0
DIAMONDBACK ENERGY INC COM 25278X109   200,792 1,076 SH   SOLE   1,076 0 0
DOLLAR TREE INC COM 256746108   1,581,915 10,968 SH   SOLE   10,968 0 0
DOVER CORP COM 260003108   196,650 7,379 SH   SOLE   7,379 0 0
DOW INC COM 260557103   118,611 2,292 SH   SOLE   2,292 0 0
DUPONT DE NEMOURS INC COM 26614N102   291,789 1,926 SH   SOLE   1,926 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   535,069 6,470 SH   SOLE   6,470 0 0
ELECTRONIC ARTS INC COM 285512109   25,693 427 SH   SOLE   427 0 0
ELI LILLY & CO COM 532457108   235,466 3,535 SH   SOLE   3,535 0 0
EMERSON ELEC CO COM 291011104   580,442 7,136 SH   SOLE   7,136 0 0
EOG RES INC COM 26875P101   79,882 1,428 SH   SOLE   1,428 0 0
EXACT SCIENCES CORP COM 30063P105   1,674,445 22,729 SH   SOLE   22,729 0 0
EXXON MOBIL CORP COM 30231G102   446,894 13,948 SH   SOLE   13,948 0 0
F5 INC COM 315616102   140,109 1,104 SH   SOLE   1,104 0 0
FASTENAL CO COM 311900104   13,817,085 91,979 SH   SOLE   91,979 0 0
FEDEX CORP COM 31428X106   16,208,816 108,784 SH   SOLE   108,784 0 0
FERRARI N V COM N3167Y103   350,648 2,449 SH   SOLE   2,449 0 0
FIRST SOLAR INC COM 336433107   345,526 2,803 SH   SOLE   2,803 0 0
FISERV INC COM 337738108   764,331 797 SH   SOLE   797 0 0
FLEX LTD ORD Y2573F102   568,966 16,487 SH   SOLE   16,487 0 0
FMC CORP COM NEW 302491303   724,699 5,101 SH   SOLE   5,101 0 0
FORTIVE CORP COM 34959J108   306,465 4,173 SH   SOLE   4,173 0 0
FRANCO NEV CORP COM 351858105   450,571 15,854 SH   SOLE   15,854 0 0
GARMIN LTD SHS H2906T109   175,675 2,383 SH   SOLE   2,383 0 0
GARTNER INC COM 366651107   356,839 983 SH   SOLE   983 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   412,150 1,480 SH   SOLE   1,480 0 0
GENERAC HLDGS INC COM 368736104   841,149 1,470 SH   SOLE   1,470 0 0
GENUINE PARTS CO COM 372460105   315,144 1,381 SH   SOLE   1,381 0 0
GILEAD SCIENCES INC COM 375558103   374,039 4,679 SH   SOLE   4,679 0 0
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108   396,841 2,879 SH   SOLE   2,879 0 0
GRAINGER W W INC COM 384802104   3,344,701 77,227 SH   SOLE   77,227 0 0
HALLIBURTON CO COM 406216101   223,760 6,346 SH   SOLE   6,346 0 0
HENRY SCHEIN INC COM 806407102   217,307 7,060 SH   SOLE   7,060 0 0
HESS CORP COM 42809H107   618,566 7,201 SH   SOLE   7,201 0 0
HOLOGIC INC COM 436440101   648,928 1,400 SH   SOLE   1,400 0 0
HP INC COM 40434L105   321,861 1,493 SH   SOLE   1,493 0 0
HUBBELL INC COM 443510607   673,937 12,143 SH   SOLE   12,143 0 0
HUNT J B TRANS SVCS INC COM 445658107   6,940,706 44,276 SH   SOLE   44,276 0 0
ICON PLC SHS G4705A100   215,441 5,818 SH   SOLE   5,818 0 0
IDEX CORP COM 45167R104   529,612 17,002 SH   SOLE   17,002 0 0
IDEXX LABS INC COM 45168D104   1,624,500 2,500 SH   SOLE   2,500 0 0
ILLUMINA INC COM 452327109   14,593 1,174 SH   SOLE   1,174 0 0
INGERSOLL RAND INC COM 45687V106   4,263,067 71,576 SH   SOLE   71,576 0 0
INTEL CORP COM 458140100   16,833 276 SH   SOLE   276 0 0
INTERNATIONAL FLAVORS&FRAGRANC COM COM 459506101   129,461 2,123 SH   SOLE   2,123 0 0
INTERNATIONAL PAPER CO COM 460146103   142,296 1,056 SH   SOLE   1,056 0 0
INTERPUBLIC GROUP COS INC COM 460690100   685,683 4,481 SH   SOLE   4,481 0 0
JD.COM INC SPON ADR CL A 47215P106   31,630 221 SH   SOLE   221 0 0
JOHNSON & JOHNSON COM 478160104   341,676 1,535 SH   SOLE   1,535 0 0
JOHNSON CTLS INTL PLC SHS G51502105   3,705,995 8,836 SH   SOLE   8,836 0 0
JUNIPER NETWORKS INC COM 48203R104   234,522 4,892 SH   SOLE   4,892 0 0
KEURIG DR PEPPER INC COM 49271V100   11,479,882 15,510 SH   SOLE   15,510 0 0
KLA CORP COM NEW 482480100   2,176,853 2,388 SH   SOLE   2,388 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409   957,409 2,036 SH   SOLE   2,036 0 0
LAM RESEARCH CORP COM 512807108   451,814 4,736 SH   SOLE   4,736 0 0
LAUDER ESTEE COS INC CL A 518439104   105,355 780 SH   SOLE   780 0 0
LEAR CORP COM NEW 521865204   1,223,795 2,441 SH   SOLE   2,441 0 0
LENNAR CORP CL A 526057104   1,827,567 24,977 SH   SOLE   24,977 0 0
LENNAR CORP CL B 526057302   2,072,906 24,390 SH   SOLE   24,390 0 0
LIBERTY BROADBAND CORP COM SER A 530307107   18,984,201 40,555 SH   SOLE   40,555 0 0
LIBERTY BROADBAND CORP COM SER C 530307305   590,397 1,120 SH   SOLE   1,120 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S A 531229771   920,546 9,909 SH   SOLE   9,909 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   181,285 6,059 SH   SOLE   6,059 0 0
LINDE PLC SHS G5494J103   1,183,501 6,963 SH   SOLE   6,963 0 0
LKQ CORP COM 501889208   5,821,382 46,404 SH   SOLE   46,404 0 0
LULULEMON ATHLETICA INC COM 550021109   249,173 11,099 SH   SOLE   11,099 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100   1,080,425 15,697 SH   SOLE   15,697 0 0
MARATHON OIL CORP COM 565849106   57,369,328 136,415 SH   SOLE   136,415 0 0
MARATHON PETE CORP COM 56585A102   1,717,275 20,071 SH   SOLE   20,071 0 0
MARTIN MARIETTA MATLS INC COM 573284106   695,050 21,197 SH   SOLE   21,197 0 0
MARVELL TECHNOLOGY INC COM 573874104   2,284,057 21,857 SH   SOLE   21,857 0 0
MASIMO CORP COM 574795100   5,904 237 SH   SOLE   237 0 0
MCKESSON CORP COM 58155Q103   3,031,453 3,729 SH   SOLE   3,729 0 0
MEDTRONIC PLC SHS G5960L103   345,563 3,846 SH   SOLE   3,846 0 0
MERCK & CO INC COM 58933Y105   851,742 4,566 SH   SOLE   4,566 0 0
META PLATFORMS INC CL A 30303M102   57,740 2,122 SH   SOLE   2,122 0 0
MICRON TECHNOLOGY INC COM 595112103   165,146 6,342 SH   SOLE   6,342 0 0
MICROSOFT CORP COM 594918104   1,107,494 4,742 SH   SOLE   4,742 0 0
MONDELEZ INTL INC CL A 609207105   73,517 1,266 SH   SOLE   1,266 0 0
MOSAIC CO NEW COM 61945C103   781,853 1,796 SH   SOLE   1,796 0 0
NET LEASE OFFICE PROPERTIES COM 64110Y108   245,102 2,790 SH   SOLE   2,790 0 0
NETAPP INC COM 64110D104   306,216 3,620 SH   SOLE   3,620 0 0
NEWMONT CORP COM 651639106   639,370 7,913 SH   SOLE   7,913 0 0
NEWS CORP NEW CL B 65249B208   724,467 12,606 SH   SOLE   12,606 0 0
NEWS CORP NEW CL A 65249B109   2,118,932 5,622 SH   SOLE   5,622 0 0
NEXTRACKER INC CLASS A COM 65290E101   175,370 923 SH   SOLE   923 0 0
NIKE INC CL B 654106103   995,964 9,395 SH   SOLE   9,395 0 0
NUCOR CORP COM 670346105   2,862,051 103,848 SH   SOLE   103,848 0 0
NXP SEMICONDUCTORS N V COM N6596X109   6,790,154 43,134 SH   SOLE   43,134 0 0
OCCIDENTAL PETE CORP COM 674599105   405,492 3,933 SH   SOLE   3,933 0 0
OKTA INC CL A 679295105   275,388 1,636 SH   SOLE   1,636 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100   2,222,882 16,779 SH   SOLE   16,779 0 0
OMNICOM GROUP INC COM 681919106   223,887 3,006 SH   SOLE   3,006 0 0
ON SEMICONDUCTOR CORP COM 682189105   253,256 655 SH   SOLE   655 0 0
PACCAR INC COM 693718108   600,892 4,305 SH   SOLE   4,305 0 0
PACKAGING CORP AMER COM 695156109   1,170,669 8,037 SH   SOLE   8,037 0 0
PALO ALTO NETWORKS INC COM 697435105   382,862 2,091 SH   SOLE   2,091 0 0
PAYCOM SOFTWARE INC COM 70432V102   554,270 2,638 SH   SOLE   2,638 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   970,911 4,273 SH   SOLE   4,273 0 0
PENTAIR PLC SHS G7S00T104   3,092,782 20,482 SH   SOLE   20,482 0 0
PFIZER INC COM 717081103   184,205 1,640 SH   SOLE   1,640 0 0
PHILLIPS 66 COM 718546104   1,775,268 1,862 SH   SOLE   1,862 0 0
PIONEER NAT RES CO COM 723787107   151,975 1,873 SH   SOLE   1,873 0 0
POOL CORP COM 73278L105   491,485 2,662 SH   SOLE   2,662 0 0
PPG INDS INC COM 693506107   594,500 2,097 SH   SOLE   2,097 0 0
PROCTER AND GAMBLE CO COM 742718109   184,660 4,247 SH   SOLE   4,247 0 0
PROLOGIS INC. COM 74340W103   1,053,748 1,915 SH   SOLE   1,915 0 0
PTC INC COM 69370C100   896,225 6,144 SH   SOLE   6,144 0 0
PULTE GROUP INC COM 745867101   233,356 2,249 SH   SOLE   2,249 0 0
QORVO INC COM 74736K101   122,452 1,543 SH   SOLE   1,543 0 0
QUALCOMM INC COM 747525103   238,278 1,863 SH   SOLE   1,863 0 0
QUANTA SVCS INC COM 74762E102   1,232,413 26,177 SH   SOLE   26,177 0 0
QUEST DIAGNOSTICS INC COM 74834L100   243,797 929 SH   SOLE   929 0 0
REGENERON PHARMACEUTICALS COM 75886F107   1,597,033 2,776 SH   SOLE   2,776 0 0
RESMED INC COM 761152107   404,807 1,805 SH   SOLE   1,805 0 0
REVVITY INC COM 714046109   355,347 2,843 SH   SOLE   2,843 0 0
ROBERT HALF INC. COM 770323103   248,498 2,794 SH   SOLE   2,794 0 0
ROCKWELL AUTOMATION INC COM 773903109   2,232,315 6,528 SH   SOLE   6,528 0 0
ROLLINS INC COM 775711104   192,706 2,836 SH   SOLE   2,836 0 0
ROPER TECHNOLOGIES INC COM 776696106   827,423 5,744 SH   SOLE   5,744 0 0
ROSS STORES INC COM 778296103   287,593 2,811 SH   SOLE   2,811 0 0
SALESFORCE INC COM 79466L302   212,722 844 SH   SOLE   844 0 0
SCHLUMBERGER LTD COM STK 806857108   2,087,970 21,144 SH   SOLE   21,144 0 0
SERVICENOW INC COM 81762P102   3,893,803 7,070 SH   SOLE   7,070 0 0
SHOPIFY INC CL A 82509L107   236,295 4,500 SH   SOLE   4,500 0 0
SMUCKER J M CO COM NEW 832696405   446,182 1,898 SH   SOLE   1,898 0 0
SNAP ON INC COM 833034101   9,772,962 50,488 SH   SOLE   50,488 0 0
SOUTHERN COPPER CORP COM 84265V105   1,145,830 4,160 SH   SOLE   4,160 0 0
STANLEY BLACK & DECKER INC COM 854502101   467,983 3,021 SH   SOLE   3,021 0 0
STEEL DYNAMICS INC COM 858119100   221,459 3,093 SH   SOLE   3,093 0 0
STERIS PLC SHS USD G8473T100   2,708,994 16,681 SH   SOLE   16,681 0 0
STRYKER CORPORATION COM 863667101   314,867 714 SH   SOLE   714 0 0
SUNCOR ENERGY INC NEW COM 867224107   63,114 1,491 SH   SOLE   1,491 0 0
SYNOPSYS INC COM 871607107   2,537,443 35,784 SH   SOLE   35,784 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   460,437 881 SH   SOLE   881 0 0
TAKE-TWO INTERACTIVE SOFTWARE COM 874054109   1,943,503 13,288 SH   SOLE   13,288 0 0
TE CONNECTIVITY LTD SHS H84989104   891,836 6,234 SH   SOLE   6,234 0 0
TELEFLEX INCORPORATED COM 879369106   580,800 2,420 SH   SOLE   2,420 0 0
TERADYNE INC COM 880770102   40,484 2,133 SH   SOLE   2,133 0 0
TESLA INC COM 88160R101   447,354 3,273 SH   SOLE   3,273 0 0
TEXAS INSTRS INC COM 882508104   292,434 13,149 SH   SOLE   13,149 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   337,965 5,948 SH   SOLE   5,948 0 0
TJX COS INC NEW COM 872540109   81,151 571 SH   SOLE   571 0 0
TRACTOR SUPPLY CO COM 892356106   197,880 4,656 SH   SOLE   4,656 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   554,653 1,354 SH   SOLE   1,354 0 0
TRIMBLE INC COM 896239100   430,843 12,946 SH   SOLE   12,946 0 0
TWILIO INC CL A 90138F102   7,572,299 74,406 SH   SOLE   74,406 0 0
TYLER TECHNOLOGIES INC COM 902252105   126,438 3,856 SH   SOLE   3,856 0 0
UBER TECHNOLOGIES INC COM 90353T100   540,208 4,346 SH   SOLE   4,346 0 0
ULTA BEAUTY INC COM 90384S303   41,899 3,809 SH   SOLE   3,809 0 0
UNITED AIRLS HLDGS INC COM 910047109   454,606 3,702 SH   SOLE   3,702 0 0
UNITED PARCEL SERVICE INC CL B 911312106   231,577 915 SH   SOLE   915 0 0
VALE S A SPONSORED ADS 91912E105   84,614 5,498 SH   SOLE   5,498 0 0
VALERO ENERGY CORP COM 91913Y100   209,630 14,310 SH   SOLE   14,310 0 0
VESTIS CORPORATION COM SHS 29430C102   316,468 4,117 SH   SOLE   4,117 0 0
VULCAN MATLS CO COM 929160109   189,900 473 SH   SOLE   473 0 0
WABTEC COM 929740108   545,713 8,974 SH   SOLE   8,974 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108   603,026 4,692 SH   SOLE   4,692 0 0
WASTE CONNECTIONS INC COM 94106B101   641,363 7,520 SH   SOLE   7,520 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105   425,999 5,752 SH   SOLE   5,752 0 0
WESTERN DIGITAL CORP. COM 958102105   177,832 10,961 SH   SOLE   10,961 0 0
WESTLAKE CORPORATION COM 960413102   171,153 1,573 SH   SOLE   1,573 0 0
WESTROCK CO COM 96145D105   764,501 34,160 SH   SOLE   34,160 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104   713,888 5,600 SH   SOLE   5,600 0 0
WK KELLOGG CO COM SHS 92942W107   403,414 1,032 SH   SOLE   1,032 0 0
XYLEM INC COM 98419M100   3,195,188 35,224 SH   SOLE   35,224 0 0
YANDEX N V SHS CLASS A N97284108   347,809 10,823 SH   SOLE   10,823 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105   4,944,903 37,149 SH   SOLE   37,149 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102   378,175 28,520 SH   SOLE   28,520 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104   333,784 2,130 SH   SOLE   2,130 0 0