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
A O SMITH COM 831865209   626,705 7,300 SH   SOLE   7,300 0 0
ABBVIE COM 00287Y109   4,347,288 32,107 SH   SOLE   32,107 0 0
ABIOMED COM 003654100   897,925 2,500 SH   SOLE   2,500 0 0
ACTIVISION BLIZZARD COM 00507V109   2,468,263 37,100 SH   SOLE   37,100 0 0
ADDUS HOMECARE COM 006739106   2,702,439 28,900 SH   SOLE   28,900 0 0
ADOBE COM 00724F101   59,063,268 104,157 SH   SOLE   104,157 0 0
ADV MICRO DEV COM 007903107   8,621,337 59,912 SH   SOLE   59,912 0 0
ADVANCE AUTO COM 00751Y106   642,878 2,680 SH   SOLE   2,680 0 0
AFLAC COM 001055102   642,290 11,000 SH   SOLE   11,000 0 0
AGILENT TECH COM 00846U101   2,442,645 15,300 SH   SOLE   15,300 0 0
AIR PRODS & CHEM COM 009158106   3,407,712 11,200 SH   SOLE   11,200 0 0
AKAMAI TECH COM 00971T101   47,257,709 403,774 SH   SOLE   403,774 0 0
ALEX REAL ESTATE EQ COM 015271109   1,605,312 7,200 SH   SOLE   7,200 0 0
ALIGN TECHNOLOGY COM 016255101   2,431,566 3,700 SH   SOLE   3,700 0 0
ALLEGHANY CORP COM 017175100   200,277 300 SH   SOLE   300 0 0
ALLOVIR COM 019818103   1,180,128 91,200 SH   SOLE   91,200 0 0
ALLSTATE COM 020002101   1,577,451 13,408 SH   SOLE   13,408 0 0
ALLY FINANCIAL COM 02005N100   861,741 18,100 SH   SOLE   18,100 0 0
ALNYLAM PHARMACEUTIC COM 02043Q107   1,085,312 6,400 SH   SOLE   6,400 0 0
ALPHABET A CAP STK CL A 02079K305   178,266,459 61,534 SH   SOLE   61,534 0 0
ALPHABET C CAP STK CL C 02079K107   35,301,798 12,200 SH   SOLE   12,200 0 0
AMAZON COM 023135106   152,379,338 45,700 SH   SOLE   45,700 0 0
AMERICAN EXPRESS COM 025816109   5,415,160 33,100 SH   SOLE   33,100 0 0
AMERICAN INTL GR COM 026874784   2,518,898 44,300 SH   SOLE   44,300 0 0
AMERICAN TOWER COM 03027X100   6,508,125 22,250 SH   SOLE   22,250 0 0
AMERICAN WATER W COM 030420103   1,718,626 9,100 SH   SOLE   9,100 0 0
AMERIPRISE COM 03076C106   1,719,462 5,700 SH   SOLE   5,700 0 0
AMERIS BANCORP COM 03076K108   2,975,832 59,900 SH   SOLE   59,900 0 0
AMGEN COM 031162100   6,231,669 27,700 SH   SOLE   27,700 0 0
ANSYS COM 03662Q105   1,764,928 4,400 SH   SOLE   4,400 0 0
APPLE COM 037833100   216,204,793 1,217,575 SH   SOLE   1,217,575 0 0
APPLIED MATERIALS COM 038222105   6,928,876 44,032 SH   SOLE   44,032 0 0
ARCHER DANIELS M COM 039483102   1,872,243 27,700 SH   SOLE   27,700 0 0
ARTHUR J GALLAGHER COM 363576109   1,815,469 10,700 SH   SOLE   10,700 0 0
ASANA COM 04342Y104   268,380 3,600 SH   SOLE   3,600 0 0
ASSURANT COM 04621X108   327,306 2,100 SH   SOLE   2,100 0 0
ASTRA ZENECA ADR COM 046353108   58 1 SH   SOLE   1 0 0
AT&T COM 00206R102   8,327,371 338,511 SH   SOLE   338,511 0 0
ATKORE COM 047649108   41,229,252 370,800 SH   SOLE   370,800 0 0
AUTODESK COM 052769106   2,924,376 10,400 SH   SOLE   10,400 0 0
AUTOMATIC DATA P COM 053015103   5,158,207 20,919 SH   SOLE   20,919 0 0
AUTOZONE COM 053332102   2,306,029 1,100 SH   SOLE   1,100 0 0
AVALONBAY COMM COM 053484101   1,667,094 6,600 SH   SOLE   6,600 0 0
AVANTOR COM 05352A100   9,515,212 225,800 SH   SOLE   225,800 0 0
AVERY DENNISON COM 053611109   866,280 4,000 SH   SOLE   4,000 0 0
BAIDU ADR COM 056752108   7,975,144 53,600 SH   SOLE   53,600 0 0
BALL COM 058498106   1,559,574 16,200 SH   SOLE   16,200 0 0
BANCO BRADESCO-ADR COM 059460303   3,276,076 957,917 SH   SOLE   957,917 0 0
BANCOLOMBIA-ADR COM 05968L102   846,612 26,800 SH   SOLE   26,800 0 0
BANK OF AMERICA COM 060505104   16,412,361 368,900 SH   SOLE   368,900 0 0
BATH & BODY WORKS COM 070830104   928,207 13,300 SH   SOLE   13,300 0 0
BAXTER INTL COM 071813109   2,160,421 25,168 SH   SOLE   25,168 0 0
BECTON DICKINSON COM 075887109   3,520,720 14,000 SH   SOLE   14,000 0 0
BEIGENE ADR COM 07725L102   2,438,370 9,000 SH   SOLE   9,000 0 0
BENTLEY SYSTEMS COM 08265T208   459,135 9,500 SH   SOLE   9,500 0 0
BEST BUY COM 086516101   1,035,507 10,192 SH   SOLE   10,192 0 0
BILIBILI ADR COM 090040106   1,392,000 30,000 SH   SOLE   30,000 0 0
BILL.COM HOLDINGS COM 090043100   896,940 3,600 SH   SOLE   3,600 0 0
BIO RAD LABORATORIES COM 090572207   13,600,260 18,000 SH   SOLE   18,000 0 0
BIO TECHNE COM 09073M104   982,946 1,900 SH   SOLE   1,900 0 0
BIOCRYST PHARMA COM 09058V103   2,560,865 184,900 SH   SOLE   184,900 0 0
BIOGEN COM 09062X103   1,679,200 6,999 SH   SOLE   6,999 0 0
BIOMARIN COM 09061G101   733,305 8,300 SH   SOLE   8,300 0 0
BLACK KNIGHT INC COM 09215C105   648,946 7,829 SH   SOLE   7,829 0 0
BLACKROCK COM 09247X101   41,885,039 45,748 SH   SOLE   45,748 0 0
BLOCK INC USD COM 852234103   3,149,445 19,500 SH   SOLE   19,500 0 0
BNY MELLON COM 064058100   2,215,926 38,153 SH   SOLE   38,153 0 0
BOOKING HOLDINGS COM 09857L108   4,798,460 2,000 SH   SOLE   2,000 0 0
BORGWARNER COM 099724106   567,882 12,600 SH   SOLE   12,600 0 0
BOSTON PROPERTIES COM 101121101   817,778 7,100 SH   SOLE   7,100 0 0
BRISTOL MYERS COM 110122108   6,864,735 110,100 SH   SOLE   110,100 0 0
BROWN & BROWN COM 115236101   351,400 5,000 SH   SOLE   5,000 0 0
BURLINGTON STORES COM 122017106   991,134 3,400 SH   SOLE   3,400 0 0
C.H. ROBINSON WORLDW COM 12541W209   721,121 6,700 SH   SOLE   6,700 0 0
CABLE ONE COM 12685J105   529,035 300 SH   SOLE   300 0 0
CADENCE DESIGN COM 127387108   2,571,630 13,800 SH   SOLE   13,800 0 0
CAMDEN PROPERTY TRUS COM 133131102   911,268 5,100 SH   SOLE   5,100 0 0
CAMPBELL SOUP COM 134429109   365,064 8,400 SH   SOLE   8,400 0 0
CAPITAL ONE FIN COM 14040H105   3,090,417 21,300 SH   SOLE   21,300 0 0
CARDINAL HEALTH COM 14149Y108   798,095 15,500 SH   SOLE   15,500 0 0
CARMAX COM 143130102   976,725 7,500 SH   SOLE   7,500 0 0
CARRIER GLOBAL COM 14448C104   2,131,632 39,300 SH   SOLE   39,300 0 0
CATALENT COM 148806102   1,049,846 8,200 SH   SOLE   8,200 0 0
CBOE GLOBAL MARKETS COM 12503M108   806,524 6,185 SH   SOLE   6,185 0 0
CBRE GROUP A COM 12504L109   1,605,948 14,800 SH   SOLE   14,800 0 0
CDW COM 12514G108   1,310,592 6,400 SH   SOLE   6,400 0 0
CELANESE COM 150870103   924,330 5,500 SH   SOLE   5,500 0 0
CENTENE COM 15135B101   2,339,666 28,394 SH   SOLE   28,394 0 0
CERNER CORP COM 156782104   1,337,328 14,400 SH   SOLE   14,400 0 0
CHARLES RIVER COM 159864107   828,916 2,200 SH   SOLE   2,200 0 0
CHURCH & DWIGHT COM 171340102   1,209,500 11,800 SH   SOLE   11,800 0 0
CIENA COM 171779309   45,316,011 588,749 SH   SOLE   588,749 0 0
CIGNA COM 125523100   3,792,339 16,515 SH   SOLE   16,515 0 0
CINTAS COM 172908105   1,994,265 4,500 SH   SOLE   4,500 0 0
CIRRUS LOGIC COM 172755100   17,589,623 191,150 SH   SOLE   191,150 0 0
CISCO COM 17275R102   13,056,121 206,030 SH   SOLE   206,030 0 0
CITIGROUP USD COM 172967424   5,936,337 98,300 SH   SOLE   98,300 0 0
CITIZENS FINANCIAL COM 174610105   1,048,950 22,200 SH   SOLE   22,200 0 0
CITRIX SYSTEMS COM 177376100   510,786 5,400 SH   SOLE   5,400 0 0
CLOROX COM 189054109   1,028,724 5,900 SH   SOLE   5,900 0 0
CME GROUP COM 12572Q105   3,998,050 17,500 SH   SOLE   17,500 0 0
COCA COLA COM 191216100   11,889,368 200,800 SH   SOLE   200,800 0 0
COGNEX COM 192422103   649,685 8,355 SH   SOLE   8,355 0 0
COGNIZANT TECH COM 192446102   2,191,384 24,700 SH   SOLE   24,700 0 0
COLGATE PALMOLIVE COM 194162103   43,721,047 512,316 SH   SOLE   512,316 0 0
COMCAST A COM 20030N101   11,268,887 223,900 SH   SOLE   223,900 0 0
CONAGRA BRANDS COM 205887102   850,335 24,900 SH   SOLE   24,900 0 0
COPART COM 217204106   1,682,982 11,100 SH   SOLE   11,100 0 0
CORSAIR GAMING COM 22041X102   2,075,788 98,800 SH   SOLE   98,800 0 0
CORTEVA COM 22052L104   1,720,992 36,400 SH   SOLE   36,400 0 0
COUPA SOFTWARE COM 22266L106   600,590 3,800 SH   SOLE   3,800 0 0
CROWDSTRIKE HOLDINGS COM 22788C105   1,740,375 8,500 SH   SOLE   8,500 0 0
CROWN CASTLE COM 22822V101   4,529,658 21,700 SH   SOLE   21,700 0 0
CROWN HOLDINGS COM 228368106   650,335 5,879 SH   SOLE   5,879 0 0
CSX COM 126408103   4,057,717 107,918 SH   SOLE   107,918 0 0
CVS HEALTH COM 126650100   6,573,871 63,725 SH   SOLE   63,725 0 0
DANAHER COM 235851102   10,232,211 31,100 SH   SOLE   31,100 0 0
DAVITA COM 23918K108   386,784 3,400 SH   SOLE   3,400 0 0
DAYFORCE COM 15677J108   814,788 7,800 SH   SOLE   7,800 0 0
DECKERS OUTDOOR COM 243537107   16,542,560 45,160 SH   SOLE   45,160 0 0
DEERE COM 244199105   5,026,082 14,658 SH   SOLE   14,658 0 0
DENTSPLY SIRONA COM 24906P109   541,163 9,700 SH   SOLE   9,700 0 0
DEXCOM COM 252131107   41,920,223 78,071 SH   SOLE   78,071 0 0
DIGITAL REALTY TRUST COM 253868103   2,334,684 13,200 SH   SOLE   13,200 0 0
DISCOVER FINANCIAL COM 254709108   1,548,504 13,400 SH   SOLE   13,400 0 0
DISCOVERY A COM 25470F104   185,966 7,900 SH   SOLE   7,900 0 0
DISCOVERY C COM 25470F302   384,720 16,800 SH   SOLE   16,800 0 0
DOCUSIGN COM 256163106   1,401,252 9,200 SH   SOLE   9,200 0 0
DOLLAR TREE COM 256746108   1,467,731 10,445 SH   SOLE   10,445 0 0
DOMINOS PIZZA (USD) COM 25754A201   1,128,660 2,000 SH   SOLE   2,000 0 0
DOORDASH COM 25809K105   818,950 5,500 SH   SOLE   5,500 0 0
DOVER CORP COM 260003108   1,234,880 6,800 SH   SOLE   6,800 0 0
DOW COM 260557103   2,013,560 35,500 SH   SOLE   35,500 0 0
DR REDDY'S LAB COM 256135203   1,308,200 20,000 SH   SOLE   20,000 0 0
DROPBOX COM 26210C104   434,358 17,700 SH   SOLE   17,700 0 0
DUKE REALTY COM 264411505   1,129,008 17,200 SH   SOLE   17,200 0 0
DUPONT DE NEMOURS COM 26614N102   1,978,706 24,495 SH   SOLE   24,495 0 0
DYNATRACE COM 268150109   591,430 9,800 SH   SOLE   9,800 0 0
EASTMAN CHEMICAL COM 277432100   882,643 7,300 SH   SOLE   7,300 0 0
EBAY COM 278642103   14,372,113 216,122 SH   SOLE   216,122 0 0
ECOLAB COM 278865100   2,815,080 12,000 SH   SOLE   12,000 0 0
EDISON INTL COM 281020107   1,303,575 19,100 SH   SOLE   19,100 0 0
EDWARDS LIFESCIENSES COM 28176E108   3,854,760 29,755 SH   SOLE   29,755 0 0
ELECTRONIC ARTS COM 285512109   1,938,930 14,700 SH   SOLE   14,700 0 0
ELEVANCE HEALTH COM 036752103   5,516,126 11,900 SH   SOLE   11,900 0 0
ELI LILLY COM 532457108   10,993,556 39,800 SH   SOLE   39,800 0 0
ENCOMPASS HEALTH COM 29261A100   32,355,908 495,800 SH   SOLE   495,800 0 0
ENPHASE ENERGY COM 29355A107   1,115,934 6,100 SH   SOLE   6,100 0 0
ENTEGRIS COM 29362U104   956,202 6,900 SH   SOLE   6,900 0 0
ENTERGY COM 29364G103   1,002,585 8,900 SH   SOLE   8,900 0 0
EPAM SYSTEMS INC COM 29414B104   1,783,425 2,668 SH   SOLE   2,668 0 0
EQUIFAX COM 294429105   1,610,345 5,500 SH   SOLE   5,500 0 0
EQUINIX COM 29444U700   23,390,859 27,654 SH   SOLE   27,654 0 0
EQUITABLE HOLDINGS COM 29452E101   734,496 22,400 SH   SOLE   22,400 0 0
EQUITY RESIDENT COM 29476L107   1,475,150 16,300 SH   SOLE   16,300 0 0
ESSEX PROPERTY TR COM 297178105   1,232,805 3,500 SH   SOLE   3,500 0 0
ESTEE LAUDER COM 518439104   4,257,300 11,500 SH   SOLE   11,500 0 0
ETSY COM 29786A106   1,226,064 5,600 SH   SOLE   5,600 0 0
EXACT SCIENCES COM 30063P105   583,725 7,500 SH   SOLE   7,500 0 0
EXELON COM 30161N101   2,750,762 47,624 SH   SOLE   47,624 0 0
EXPEDITORS COM 302130109   1,074,320 8,000 SH   SOLE   8,000 0 0
EXTRA SPACE STORAGE COM 30225T102   589,498 2,600 SH   SOLE   2,600 0 0
F5 NETWORKS INC COM 315616102   587,059 2,399 SH   SOLE   2,399 0 0
FACTSET RESEARCH SYS COM 303075105   949,664 1,954 SH   SOLE   1,954 0 0
FAIR ISAAC COM 303250104   477,037 1,100 SH   SOLE   1,100 0 0
FASTENAL COM 311900104   1,864,146 29,100 SH   SOLE   29,100 0 0
FEDEX COM 31428X106   3,258,864 12,600 SH   SOLE   12,600 0 0
FIDELITY NAT INF COM 31620M106   3,296,330 30,200 SH   SOLE   30,200 0 0
FIFTH THIRD BAN COM 316773100   1,437,150 33,000 SH   SOLE   33,000 0 0
FIRST REPUBLIC BANK COM 33616C100   1,941,194 9,400 SH   SOLE   9,400 0 0
FIRSTENERGY COM 337932107   374,310 9,000 SH   SOLE   9,000 0 0
FISERV COM 337738108   47,767,998 460,237 SH   SOLE   460,237 0 0
FMC COM 302491303   736,263 6,700 SH   SOLE   6,700 0 0
FORTUNE BRANDS INNOV COM 34964C106   801,750 7,500 SH   SOLE   7,500 0 0
FOX CORP A CL A COM 35137L105   302,580 8,200 SH   SOLE   8,200 0 0
FOX CORP B CL B COM 35137L204   75,394 2,200 SH   SOLE   2,200 0 0
FRANKLIN RES COM 354613101   388,484 11,600 SH   SOLE   11,600 0 0
FRONTDOOR COM 35905A109   2,928,335 79,900 SH   SOLE   79,900 0 0
GDS HOLDINGS ADR COM 36165L108   872,460 18,500 SH   SOLE   18,500 0 0
GEN DIGITAL COM 668771108   784,596 30,200 SH   SOLE   30,200 0 0
GENERAC HOLDINGS COM 368736104   1,126,144 3,200 SH   SOLE   3,200 0 0
GENERAL MILLS COM 370334104   1,906,854 28,300 SH   SOLE   28,300 0 0
GENUINE PARTS COM 372460105   995,420 7,100 SH   SOLE   7,100 0 0
GERDAU SA COM 373737105   1,107,000 225,000 SH   SOLE   225,000 0 0
GILEAD SCIENCES COM 375558103   4,356,600 60,000 SH   SOLE   60,000 0 0
GLOBAL PAYMENTS COM 37940X102   9,602,241 71,033 SH   SOLE   71,033 0 0
GODADDY A COM 380237107   755,254 8,900 SH   SOLE   8,900 0 0
GOLDMAN SACHS COM 38141G104   6,388,585 16,700 SH   SOLE   16,700 0 0
GUIDEWIRE SOFTWARE COM 40171V100   488,179 4,300 SH   SOLE   4,300 0 0
HARTFORD FIN SERV COM 416515104   1,139,160 16,500 SH   SOLE   16,500 0 0
HASBRO COM 418056107   619,942 6,091 SH   SOLE   6,091 0 0
HCA HEALTHCARE COM 40412C101   3,288,576 12,800 SH   SOLE   12,800 0 0
HEALTHPEAK PROP COM 42250P103   1,127,632 31,245 SH   SOLE   31,245 0 0
HENRY SCHEIN COM 806407102   472,933 6,100 SH   SOLE   6,100 0 0
HERSHEY COM 427866108   1,296,249 6,700 SH   SOLE   6,700 0 0
HILTON COM 43300A203   2,111,013 13,533 SH   SOLE   13,533 0 0
HOLOGIC COM 436440101   32,410,604 423,336 SH   SOLE   423,336 0 0
HOME DEPOT COM 437076102   21,290,013 51,300 SH   SOLE   51,300 0 0
HORMEL FOODS COM 440452100   761,436 15,600 SH   SOLE   15,600 0 0
HOSTESS BRANDS COM 44109J106   3,473,442 170,100 SH   SOLE   170,100 0 0
HP COM 40434L105   2,226,297 59,100 SH   SOLE   59,100 0 0
HP ENTERPRISE CO COM 42824C109   1,118,913 70,952 SH   SOLE   70,952 0 0
HUBSPOT COM 443573100   1,450,130 2,200 SH   SOLE   2,200 0 0
HUMANA COM 444859102   2,907,474 6,268 SH   SOLE   6,268 0 0
HUNTINGTON BANC COM 446150104   1,094,820 71,000 SH   SOLE   71,000 0 0
IBM COM 459200101   5,921,138 44,300 SH   SOLE   44,300 0 0
ICICI BANK LTD ADR COM 45104G104   40,698,194 2,056,503 SH   SOLE   2,056,503 0 0
IDEX COM 45167R104   921,648 3,900 SH   SOLE   3,900 0 0
IDEXX LAB COM 45168D104   2,633,840 4,000 SH   SOLE   4,000 0 0
ILLINOIS TOOL COM 452308109   3,718,042 15,065 SH   SOLE   15,065 0 0
ILLUMINA COM 452327109   2,687,809 7,065 SH   SOLE   7,065 0 0
INFINERA COM 45667G103   3,294,165 343,500 SH   SOLE   343,500 0 0
INFOSYS LTD-SP ADR COM 456788108   15,902,273 628,300 SH   SOLE   628,300 0 0
INGERSOLL RAND COM 45687V106   1,311,644 21,200 SH   SOLE   21,200 0 0
INSTALLED BUILDING P COM 45780R101   4,191,600 30,000 SH   SOLE   30,000 0 0
INSULET COM 45784P101   1,037,673 3,900 SH   SOLE   3,900 0 0
INTEL COM 458140100   10,243,350 198,900 SH   SOLE   198,900 0 0
INTERCONT EXCHANGE COM 45866F104   3,624,405 26,500 SH   SOLE   26,500 0 0
INTERNATIONAL PAPER COM 460146103   925,506 19,700 SH   SOLE   19,700 0 0
INTERPUBLIC GROUP COM 460690100   797,685 21,300 SH   SOLE   21,300 0 0
INTL FLAVORS & FRAGR COM 459506101   1,888,247 12,534 SH   SOLE   12,534 0 0
INTUIT COM 461202103   8,480,212 13,184 SH   SOLE   13,184 0 0
INTUITIVE SURGICAL COM 46120E602   6,553,991 18,241 SH   SOLE   18,241 0 0
IQVIA HOLDINGS COM 46266C105   2,595,970 9,201 SH   SOLE   9,201 0 0
IRON MOUNTAIN REIT COM 46284V101   840,053 16,053 SH   SOLE   16,053 0 0
ITAU UNIBANCO PREF COM 465562106   3,503,490 934,264 SH   SOLE   934,264 0 0
JACK HENRY & ASSOC COM 426281101   571,106 3,420 SH   SOLE   3,420 0 0
JB HUNT TRANSPORT COM 445658107   803,292 3,930 SH   SOLE   3,930 0 0
JD COM INC ADR COM 47215P106   11,134,123 158,900 SH   SOLE   158,900 0 0
JM SMUCKER COM 832696405   706,264 5,200 SH   SOLE   5,200 0 0
JP MORGAN CHASE COM 46625H100   75,213,875 474,985 SH   SOLE   474,985 0 0
KELLANOVA COM 487836108   895,438 13,900 SH   SOLE   13,900 0 0
KEURIG DR PEPPER COM 49271V100   1,264,298 34,300 SH   SOLE   34,300 0 0
KEYSIGHT TECH COM 49338L103   1,837,939 8,900 SH   SOLE   8,900 0 0
KIMBERLY CLARKE COM 494368103   2,284,147 15,982 SH   SOLE   15,982 0 0
KLA CORPORATION COM 482480100   3,096,792 7,200 SH   SOLE   7,200 0 0
KNIGHT SWIFT TRANSP COM 499049104   462,413 7,588 SH   SOLE   7,588 0 0
KORN FERRY COM 500643200   3,627,467 47,900 SH   SOLE   47,900 0 0
KROGER CO COM 501044101   40,245,192 889,200 SH   SOLE   889,200 0 0
LABORATORY CORP OF A COM 50540R409   1,508,208 4,800 SH   SOLE   4,800 0 0
LAM RESEARCH COM 512807108   4,998,093 6,950 SH   SOLE   6,950 0 0
LANTHEUS HOLDINGS COM 516544103   2,951,836 102,175 SH   SOLE   102,175 0 0
LEAR COM 521865204   585,440 3,200 SH   SOLE   3,200 0 0
LENNOX INTL COM 526107107   421,668 1,300 SH   SOLE   1,300 0 0
LI AUTO ADR COM 50202M102   3,482,850 108,500 SH   SOLE   108,500 0 0
LIBERTY BROADBAND-A COM 530307107   193,080 1,200 SH   SOLE   1,200 0 0
LIBERTY BROADBAND-C COM 530307305   1,014,930 6,300 SH   SOLE   6,300 0 0
LINCOLN NATL COR COM 534187109   464,168 6,800 SH   SOLE   6,800 0 0
LIVE NATION COM 538034109   995,821 8,320 SH   SOLE   8,320 0 0
LIVENT CORP COM 53814L108   3,551,825 145,686 SH   SOLE   145,686 0 0
LKQ COM 501889208   821,451 13,684 SH   SOLE   13,684 0 0
LOWE'S COMPANIES COM 548661107   46,134,027 178,482 SH   SOLE   178,482 0 0
LULULEMON ATHLETICA COM 550021109   2,192,120 5,600 SH   SOLE   5,600 0 0
LUMEN TECHNOLOGIES COM 550241103   619,970 49,400 SH   SOLE   49,400 0 0
MARKETAXESS HOLDINGS COM 57060D108   863,667 2,100 SH   SOLE   2,100 0 0
MARSH & MCLENNAN COM 571748102   4,141,088 23,824 SH   SOLE   23,824 0 0
MARVELL TECH. COM 573874104   3,482,102 39,800 SH   SOLE   39,800 0 0
MASCO COM 574599106   863,706 12,300 SH   SOLE   12,300 0 0
MASIMO CORP COM 574795100   819,784 2,800 SH   SOLE   2,800 0 0
MASTERCARD COM 57636Q104   26,212,394 72,950 SH   SOLE   72,950 0 0
MCCORMICK COM 579780206   1,217,286 12,600 SH   SOLE   12,600 0 0
MCDONALDS COM 580135101   9,864,976 36,800 SH   SOLE   36,800 0 0
MCKESSON COM 58155Q103   1,789,704 7,200 SH   SOLE   7,200 0 0
MERCADOLIBRE COM 58733R102   3,101,320 2,300 SH   SOLE   2,300 0 0
MERCK USD COM 58933Y105   50,152,909 654,396 SH   SOLE   654,396 0 0
METLIFE COM 59156R108   2,196,274 35,146 SH   SOLE   35,146 0 0
METTLER-TOLEDO COM 592688105   1,866,931 1,100 SH   SOLE   1,100 0 0
MICROCHIP TECHNOLOGY COM 595017104   2,307,090 26,500 SH   SOLE   26,500 0 0
MICRON TECH COM 595112103   5,207,085 55,900 SH   SOLE   55,900 0 0
MICROSOFT COM 594918104   254,512,178 756,756 SH   SOLE   756,756 0 0
MOBILE TELESYST ADR COM 607409109   675,750 85,000 SH   SOLE   85,000 0 0
MOHAWK INDS COM 608190104   533,605 2,929 SH   SOLE   2,929 0 0
MONDELEZ INTL COM 609207105   51,379,972 774,845 SH   SOLE   774,845 0 0
MOODYS COM 615369105   3,202,756 8,200 SH   SOLE   8,200 0 0
MORGAN STANLEY COM 617446448   42,474,814 432,710 SH   SOLE   432,710 0 0
MOSAIC COM 61945C103   762,226 19,400 SH   SOLE   19,400 0 0
MOTOROLA SOLUTIONS COM 620076307   2,371,398 8,728 SH   SOLE   8,728 0 0
MSCI INC COM 55354G100   2,396,843 3,912 SH   SOLE   3,912 0 0
NASDAQ OMX GROUP COM 631103108   1,191,597 5,674 SH   SOLE   5,674 0 0
NATURA & CO HOLD ADR COM 63884N108   800,928 86,400 SH   SOLE   86,400 0 0
NETAPP COM 64110D104   993,492 10,800 SH   SOLE   10,800 0 0
NETFLIX COM 64110L106   34,507,763 57,280 SH   SOLE   57,280 0 0
NEWELL BRANDS COM 651229106   430,314 19,703 SH   SOLE   19,703 0 0
NEWMONT COM 651639106   2,346,961 37,842 SH   SOLE   37,842 0 0
NIKE COM 654106103   10,433,542 62,600 SH   SOLE   62,600 0 0
NIO COM 62914V106   8,309,664 262,300 SH   SOLE   262,300 0 0
NKARTA COM 65487U108   1,504,300 98,000 SH   SOLE   98,000 0 0
NORDSON COM 655663102   638,175 2,500 SH   SOLE   2,500 0 0
NORFOLK SOUTHERN COM 655844108   1,339,695 4,500 SH   SOLE   4,500 0 0
NORTHERN TRUST COM 665859104   1,315,710 11,000 SH   SOLE   11,000 0 0
NSA COM 637870106   3,508,440 50,700 SH   SOLE   50,700 0 0
NUANCE COMM COM 67020Y100   846,396 15,300 SH   SOLE   15,300 0 0
NVIDIA COM 67066G104   104,971,977 356,914 SH   SOLE   356,914 0 0
OAK STREET HEALTH COM 67181A107   314,830 9,500 SH   SOLE   9,500 0 0
OKTA INC COM 679295105   1,412,271 6,300 SH   SOLE   6,300 0 0
OMNICOM GROUP COM 681919106   637,449 8,700 SH   SOLE   8,700 0 0
ON SEMICONDUCTOR COM 682189105   1,426,320 21,000 SH   SOLE   21,000 0 0
ORACLE COM 68389X105   7,151,220 82,000 SH   SOLE   82,000 0 0
OTIS WORLDWIDE COM 68902V107   1,697,865 19,500 SH   SOLE   19,500 0 0
OWENS CORNING COM 690742101   543,000 6,000 SH   SOLE   6,000 0 0
PACCAR COM 693718108   1,412,160 16,000 SH   SOLE   16,000 0 0
PACKAGING CORP OF AM COM 695156109   558,215 4,100 SH   SOLE   4,100 0 0
PALO ALTO NETWORKS COM 697435105   29,101,288 52,269 SH   SOLE   52,269 0 0
PARAMOUNT GLOBAL COM 92556H206   888,167 29,429 SH   SOLE   29,429 0 0
PAYCOM SOFTWARE COM 70432V102   996,456 2,400 SH   SOLE   2,400 0 0
PAYPAL COM 70450Y103   10,315,326 54,700 SH   SOLE   54,700 0 0
PENNYMAC FINANCIAL COM 70932M107   3,014,496 43,200 SH   SOLE   43,200 0 0
PENUMBRA COM 70975L107   19,465,930 67,750 SH   SOLE   67,750 0 0
PEPSICO COM 713448108   11,760,167 67,700 SH   SOLE   67,700 0 0
PGT INNOVATIONS COM 69336V101   3,420,729 152,100 SH   SOLE   152,100 0 0
PHREESIA COM 71944F106   10,545,937 253,143 SH   SOLE   253,143 0 0
PINDUODUO INC COM 722304102   4,926,350 84,500 SH   SOLE   84,500 0 0
PLUG POWER COM 72919P202   750,918 26,600 SH   SOLE   26,600 0 0
PNC FINANCIAL SERV COM 693475105   4,050,705 20,201 SH   SOLE   20,201 0 0
POOL COM 73278L105   1,132,000 2,000 SH   SOLE   2,000 0 0
PRINCIPAL FIN GROUP COM 74251V102   1,063,251 14,700 SH   SOLE   14,700 0 0
PROCTER COM 742718109   19,311,600 118,056 SH   SOLE   118,056 0 0
PROGRESSIVE COM 743315103   2,833,140 27,600 SH   SOLE   27,600 0 0
PROLOGIS COM 74340W103   55,889,627 331,965 SH   SOLE   331,965 0 0
PRUDENTIAL FINL COM 744320102   1,994,106 18,423 SH   SOLE   18,423 0 0
PTC COM 69370C100   739,015 6,100 SH   SOLE   6,100 0 0
PUBLIC STORAGE COM 74460D109   2,884,112 7,700 SH   SOLE   7,700 0 0
PULTEGROUP COM 745867101   845,968 14,800 SH   SOLE   14,800 0 0
QORVO COM 74736K101   891,423 5,700 SH   SOLE   5,700 0 0
QUALCOMM COM 747525103   10,167,572 55,600 SH   SOLE   55,600 0 0
QUEST DIAGNOSTICS COM 74834L100   986,157 5,700 SH   SOLE   5,700 0 0
REALTY INCOME COM 756109104   1,918,612 26,800 SH   SOLE   26,800 0 0
REGENCY CENTERS COM 758849103   533,327 7,078 SH   SOLE   7,078 0 0
REGENERON PHARMA COM 75886F107   3,220,752 5,100 SH   SOLE   5,100 0 0
REGIONS FIN COM 7591EP100   976,640 44,800 SH   SOLE   44,800 0 0
REPUBLIC SERV COM 760759100   1,408,445 10,100 SH   SOLE   10,100 0 0
RESMED COM 761152107   1,927,552 7,400 SH   SOLE   7,400 0 0
REVVITY COM 714046109   1,226,466 6,100 SH   SOLE   6,100 0 0
RINGCENTRAL COM 76680R206   618,255 3,300 SH   SOLE   3,300 0 0
ROBERT HALF COM 770323103   516,449 4,631 SH   SOLE   4,631 0 0
ROCKWELL AUTOM COM 773903109   1,988,445 5,700 SH   SOLE   5,700 0 0
ROKU COM 77543R102   1,323,560 5,800 SH   SOLE   5,800 0 0
ROLLINS COM 775711104   369,844 10,811 SH   SOLE   10,811 0 0
ROPER TECHNOLOGIES COM 776696106   934,534 1,900 SH   SOLE   1,900 0 0
ROSS STORES COM 778296103   1,941,960 16,993 SH   SOLE   16,993 0 0
S&P GLOBAL COM 78409V104   41,734,658 88,434 SH   SOLE   88,434 0 0
SALESFORCE COM 79466L302   12,083,882 47,550 SH   SOLE   47,550 0 0
SBA COMMUNICATIONS COM 78410G104   1,945,100 5,000 SH   SOLE   5,000 0 0
SEALED AIR COM 81211K100   388,155 5,753 SH   SOLE   5,753 0 0
SERVICENOW COM 81762P102   6,231,456 9,600 SH   SOLE   9,600 0 0
SHERWIN WILLIAMS COM 824348106   4,331,568 12,300 SH   SOLE   12,300 0 0
SIGNATURE BANK COM 82669G104   42,055,952 130,015 SH   SOLE   130,015 0 0
SIMON PROPERTY GROUP COM 828806109   910,689 5,700 SH   SOLE   5,700 0 0
SIRIUS XM HOLDINGS COM 82968B103   334,207 52,631 SH   SOLE   52,631 0 0
SKYWORKS COM 83088M102   1,272,148 8,200 SH   SOLE   8,200 0 0
SNAP COM 83304A106   931,194 19,800 SH   SOLE   19,800 0 0
SNAP-ON INC COM 833034101   603,064 2,800 SH   SOLE   2,800 0 0
SNOWFLAKE COM 833445109   3,455,250 10,200 SH   SOLE   10,200 0 0
SOLAREDGE TECH COM 83417M104   9,662,550 34,439 SH   SOLE   34,439 0 0
SPLUNK COM 848637104   914,188 7,900 SH   SOLE   7,900 0 0
STARBUCKS COM 855244109   6,550,320 56,000 SH   SOLE   56,000 0 0
STATE STREET COM 857477103   1,728,777 18,589 SH   SOLE   18,589 0 0
STEEL DYNAMICS COM 858119100   378,627 6,100 SH   SOLE   6,100 0 0
SUNRUN COM 86771W105   192,080 5,600 SH   SOLE   5,600 0 0
SUZANO PAP E CEL ADR COM 86959K105   1,562,587 144,684 SH   SOLE   144,684 0 0
SVB FINANCIAL COM 78486Q101   33,030,288 48,700 SH   SOLE   48,700 0 0
SYNCHRONY FINANCIAL COM 87165B103   1,271,086 27,400 SH   SOLE   27,400 0 0
SYNEOS HEALTH COM 87166B102   38,049,101 370,560 SH   SOLE   370,560 0 0
SYNOPS COM 871607107   2,616,350 7,100 SH   SOLE   7,100 0 0
SYSCO COM 871829107   1,936,650 24,655 SH   SOLE   24,655 0 0
T ROWE PRICE GP COM 74144T108   2,236,387 11,373 SH   SOLE   11,373 0 0
TARGET COM 87612E106   5,577,704 24,100 SH   SOLE   24,100 0 0
TELADOC HEALTH COM 87918A105   615,194 6,700 SH   SOLE   6,700 0 0
TELEFLEX COM 879369106   788,352 2,400 SH   SOLE   2,400 0 0
TELEFONICA BRAS ADR COM 87936R205   847,700 98,000 SH   SOLE   98,000 0 0
TEMPUR SEALY INTL COM 88023U101   29,577,167 628,900 SH   SOLE   628,900 0 0
TENCENT MUSIC ADR COM 88034P109   897,350 131,000 SH   SOLE   131,000 0 0
TESLA COM 88160R101   43,222,302 40,900 SH   SOLE   40,900 0 0
TEXAS INSTRUMENT COM 882508104   8,311,527 44,100 SH   SOLE   44,100 0 0
THERMO FISCHER SCIEN COM 883556102   54,635,613 81,883 SH   SOLE   81,883 0 0
TJX COM 872540109   4,388,176 57,800 SH   SOLE   57,800 0 0
T-MOBILE COM 872590104   3,444,606 29,700 SH   SOLE   29,700 0 0
TRACTOR SUPPLY COM 892356106   1,383,880 5,800 SH   SOLE   5,800 0 0
TRADEWEB MARKETS COM 892672106   460,644 4,600 SH   SOLE   4,600 0 0
TRANSUNION COM 89400J107   1,079,078 9,100 SH   SOLE   9,100 0 0
TRAVELERS COMPANIES COM 89417E109   1,938,481 12,392 SH   SOLE   12,392 0 0
TRIMBLE COM 896239100   1,026,924 11,778 SH   SOLE   11,778 0 0
TRIP.COM GROUP LTD COM 89677Q107   2,410,298 97,900 SH   SOLE   97,900 0 0
TRUIST FINANCIAL COM 89832Q109   3,694,505 63,100 SH   SOLE   63,100 0 0
TWILIO COM 90138F102   2,159,388 8,200 SH   SOLE   8,200 0 0
TWITTER INC COM 90184L102   1,616,428 37,400 SH   SOLE   37,400 0 0
TYLER TECHNOLOGIES I COM 902252105   1,075,900 2,000 SH   SOLE   2,000 0 0
UBER TECHNOLOGIES COM 90353T100   2,402,589 57,300 SH   SOLE   57,300 0 0
ULTA BEAUTY COM 90384S303   989,616 2,400 SH   SOLE   2,400 0 0
UNION PACIFIC COM 907818108   8,086,953 32,100 SH   SOLE   32,100 0 0
UNITED PARCEL B COM 911312106   7,439,956 34,711 SH   SOLE   34,711 0 0
UNITED RENTALS COM 911363109   1,129,786 3,400 SH   SOLE   3,400 0 0
UNITEDHEALTH GRP COM 91324P102   8,536,380 17,000 SH   SOLE   17,000 0 0
UPSTART HOLDINGS COM 91680M107   5,825,050 38,500 SH   SOLE   38,500 0 0
VAIL RESORTS COM 91879Q109   721,380 2,200 SH   SOLE   2,200 0 0
VARONIS SYSTEMS COM 922280102   30,267,990 620,500 SH   SOLE   620,500 0 0
VEEVA SYSTEMS COM 922475108   1,660,620 6,500 SH   SOLE   6,500 0 0
VENTAS COM 92276F100   945,209 18,490 SH   SOLE   18,490 0 0
VERINT SYSTEMS COM 92343X100   15,998,222 304,670 SH   SOLE   304,670 0 0
VERISIGN COM 92343E102   1,269,100 5,000 SH   SOLE   5,000 0 0
VERISK ANALYTICS COM 92345Y106   1,663,553 7,273 SH   SOLE   7,273 0 0
VERIZON COMM COM 92343V104   56,207,574 1,081,747 SH   SOLE   1,081,747 0 0
VERTEX PHARMACEUT COM 92532F100   2,810,880 12,800 SH   SOLE   12,800 0 0
VF COM 918204108   1,225,556 16,738 SH   SOLE   16,738 0 0
VIPSHOP ADR COM 92763W103   779,520 92,800 SH   SOLE   92,800 0 0
VISA A COM 92826C839   63,989,262 295,276 SH   SOLE   295,276 0 0
VMWARE A COM 928563402   1,156,598 9,981 SH   SOLE   9,981 0 0
WALGREEN BOOTS COM 931427108   1,728,582 33,140 SH   SOLE   33,140 0 0
WALT DISNEY COM 254687106   13,785,210 89,000 SH   SOLE   89,000 0 0
WASTE MANAGEMENT COM 94106L109   3,367,541 20,177 SH   SOLE   20,177 0 0
WATERS COM 941848103   1,141,646 3,064 SH   SOLE   3,064 0 0
WATTS WATER TECHN COM 942749102   3,543,603 18,250 SH   SOLE   18,250 0 0
WELLTOWER COM 95040Q104   1,870,129 21,804 SH   SOLE   21,804 0 0
WEST PHARMACEUTICAL COM 955306105   1,566,024 3,339 SH   SOLE   3,339 0 0
WESTERN UNION COM 959802109   326,472 18,300 SH   SOLE   18,300 0 0
WESTROCK COM 96145D105   577,390 13,016 SH   SOLE   13,016 0 0
WHIRLPOOL COM 963320106   727,446 3,100 SH   SOLE   3,100 0 0
WIPRO COM 97651M109   2,440,000 250,000 SH   SOLE   250,000 0 0
WORKDAY A COM 98138H101   2,619,523 9,589 SH   SOLE   9,589 0 0
WP CAREY COM 92936U109   705,630 8,600 SH   SOLE   8,600 0 0
WW GRAINGER COM 384802104   39,731,906 76,667 SH   SOLE   76,667 0 0
XILINX COM 983919101   2,438,345 11,500 SH   SOLE   11,500 0 0
XPENG ADR COM 98422D105   3,623,760 72,000 SH   SOLE   72,000 0 0
XYLEM COM 98419M100   1,031,312 8,600 SH   SOLE   8,600 0 0
YUM CHINA HLDS COM 98850P109   4,027,072 80,800 SH   SOLE   80,800 0 0
ZAI LAB COM 98887Q104   923,895 14,700 SH   SOLE   14,700 0 0
ZEBRA TECHNOLOGIES C COM 989207105   1,457,645 2,449 SH   SOLE   2,449 0 0
ZENDESK COM 98936J101   604,882 5,800 SH   SOLE   5,800 0 0
ZIMMER BIOMET HLDS COM 98956P102   1,270,400 10,000 SH   SOLE   10,000 0 0
ZOETIS COM 98978V103   5,685,899 23,300 SH   SOLE   23,300 0 0
ZOOMINFO TECH COM 98980F104   744,720 11,600 SH   SOLE   11,600 0 0
ZTO EXPRESS CAY ADR COM 98980A105   2,418,454 85,700 SH   SOLE   85,700 0 0