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   3,837,125 21,602 SH   SOLE   0 0 21,602
AAON INC COM PAR $0.004 000360206   2,606,914 32,820 SH   SOLE   0 0 32,820
ABB LTD SPONSORED ADR 000375204   3,442,372 90,185 SH   SOLE   0 0 90,185
ABBOTT LABS COM 002824100   4,954,202 35,201 SH   SOLE   0 0 35,201
ABIOMED INC COM 003654100   2,312,316 6,438 SH   SOLE   0 0 6,438
ADOBE SYSTEMS INCORPORATED COM 00724F101   3,672,073 6,476 SH   SOLE   0 0 6,476
ADVANCE AUTO PARTS INC COM 00751Y106   413,584 1,724 SH   SOLE   0 0 1,724
ADVANCED MICRO DEVICES INC COM 007903107   1,640,807 11,402 SH   SOLE   0 0 11,402
AGILENT TECHNOLOGIES INC COM 00846U101   3,230,597 20,236 SH   SOLE   0 0 20,236
AGREE RLTY CORP COM 008492100   613,082 8,591 SH   SOLE   0 0 8,591
AIR PRODS & CHEMS INC COM 009158106   5,377,932 17,675 SH   SOLE   0 0 17,675
ALBEMARLE CORP COM 012653101   4,311,421 18,443 SH   SOLE   0 0 18,443
ALEXANDRIA REAL ESTATE EQ IN COM 015271109   1,252,119 5,616 SH   SOLE   0 0 5,616
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   343,775 2,894 SH   SOLE   0 0 2,894
ALNYLAM PHARMACEUTICALS INC COM 02043Q107   455,628 2,687 SH   SOLE   0 0 2,687
ALPHABET INC CAP STK CL A 02079K305   12,468,160 4,304 SH   SOLE   0 0 4,304
AMBARELLA INC SHS G037AX101   591,986 2,918 SH   SOLE   0 0 2,918
AMERICAN HOMES 4 RENT CL A 02665T306   706,582 16,202 SH   SOLE   0 0 16,202
AMERICAN TOWER CORP NEW COM 03027X100   2,552,631 8,727 SH   SOLE   0 0 8,727
AMERICOLD RLTY TR COM 03064D108   306,953 9,361 SH   SOLE   0 0 9,361
AMGEN INC COM 031162100   1,256,372 5,585 SH   SOLE   0 0 5,585
AMN HEALTHCARE SVCS INC COM 001744101   982,021 8,028 SH   SOLE   0 0 8,028
AMPHENOL CORP NEW CL A 032095101   3,547,928 40,566 SH   SOLE   0 0 40,566
ANSYS INC COM 03662Q105   1,266,440 3,157 SH   SOLE   0 0 3,157
APPLE INC COM 037833100   28,485,634 160,419 SH   SOLE   0 0 160,419
APPLIED MATLS INC COM 038222105   5,096,005 32,384 SH   SOLE   0 0 32,384
APTIV PLC SHS G6095L109   963,566 5,842 SH   SOLE   0 0 5,842
ARCHER DANIELS MIDLAND CO COM 039483102   1,956,195 28,942 SH   SOLE   0 0 28,942
ARISTA NETWORKS INC COM 040413106   6,938,495 48,268 SH   SOLE   0 0 48,268
ASML HOLDING N V N Y REGISTRY SHS N07059210   1,792,975 2,252 SH   SOLE   0 0 2,252
ASPEN TECHNOLOGY INC COM 045327103   2,158,347 14,181 SH   SOLE   0 0 14,181
ASTRAZENECA PLC SPONSORED ADR 046353108   3,241,671 55,651 SH   SOLE   0 0 55,651
ATLASSIAN CORP PLC CL A G06242104   4,721,503 12,383 SH   SOLE   0 0 12,383
AUTODESK INC COM 052769106   2,216,762 7,884 SH   SOLE   0 0 7,884
AUTOHOME INC SP ADS RP CL A 05278C107   1,313,866 44,568 SH   SOLE   0 0 44,568
AUTOMATIC DATA PROCESSING IN COM 053015103   2,982,903 12,097 SH   SOLE   0 0 12,097
AUTOZONE INC COM 053332102   3,000,248 1,431 SH   SOLE   0 0 1,431
AVALARA INC COM 05338G106   2,265,900 17,550 SH   SOLE   0 0 17,550
AVALONBAY CMNTYS INC COM 053484101   2,347,770 9,295 SH   SOLE   0 0 9,295
AVANOS MED INC COM 05350V106   677,372 19,538 SH   SOLE   0 0 19,538
AYRO INC COM 054748108   28,751 17,858 SH   SOLE   0 0 17,858
AZENTA INC COM 114340102   2,388,487 23,164 SH   SOLE   0 0 23,164
BALCHEM CORP COM 057665200   1,076,101 6,383 SH   SOLE   0 0 6,383
BALL CORP COM 058498106   1,745,119 18,127 SH   SOLE   0 0 18,127
BARNES GROUP INC COM 067806109   590,776 12,680 SH   SOLE   0 0 12,680
BECTON DICKINSON & CO COM 075887109   3,713,690 14,767 SH   SOLE   0 0 14,767
BEST BUY INC COM 086516101   2,604,717 25,637 SH   SOLE   0 0 25,637
BILL COM HLDGS INC COM 090043100   6,195,735 24,867 SH   SOLE   0 0 24,867
BIO-TECHNE CORP COM 09073M104   3,087,265 5,968 SH   SOLE   0 0 5,968
BLACK KNIGHT INC COM 09215C105   1,356,870 16,370 SH   SOLE   0 0 16,370
BLACKBAUD INC COM 09227Q100   747,953 9,470 SH   SOLE   0 0 9,470
BLACKLINE INC COM 09239B109   4,080,462 39,410 SH   SOLE   0 0 39,410
BLOCK INC CL A 852234103   1,313,477 8,132 SH   SOLE   0 0 8,132
BOOKING HOLDINGS INC COM 09857L108   1,501,731 626 SH   SOLE   0 0 626
BOOT BARN HLDGS INC COM 099406100   1,064,113 8,648 SH   SOLE   0 0 8,648
BOTTOMLINE TECH DEL INC COM 101388106   934,443 16,548 SH   SOLE   0 0 16,548
BRIGHT HORIZONS FAM SOL IN D COM 109194100   600,503 4,770 SH   SOLE   0 0 4,770
BRISTOL-MYERS SQUIBB CO COM 110122108   2,434,099 39,039 SH   SOLE   0 0 39,039
BROADCOM INC COM 11135F101   3,571,986 5,368 SH   SOLE   0 0 5,368
CABLE ONE INC COM 12685J105   931,129 528 SH   SOLE   0 0 528
CADENCE DESIGN SYSTEM INC COM 127387108   5,531,741 29,685 SH   SOLE   0 0 29,685
CAMBIUM NETWORKS CORP SHS G17766109   458,364 17,884 SH   SOLE   0 0 17,884
CAMDEN PPTY TR SH BEN INT 133131102   776,010 4,343 SH   SOLE   0 0 4,343
CANADA GOOSE HLDGS INC SHS SUB VTG 135086106   1,040,092 28,065 SH   SOLE   0 0 28,065
CANADIAN NAT RES LTD COM 136385101   2,614,132 61,873 SH   SOLE   0 0 61,873
CANADIAN NATL RY CO COM 136375102   2,027,239 16,500 SH   SOLE   0 0 16,500
CATERPILLAR INC COM 149123101   206,740 1,000 SH   SOLE   0 0 1,000
CBAK ENERGY TECHNOLOGY INC COM 14986C102   111,464 71,451 SH   SOLE   0 0 71,451
CBRE GROUP INC CL A 12504L109   1,144,124 10,544 SH   SOLE   0 0 10,544
CERNER CORP COM 156782104   3,186,689 34,313 SH   SOLE   0 0 34,313
CHARLES RIV LABS INTL INC COM 159864107   1,991,836 5,286 SH   SOLE   0 0 5,286
CHESAPEAKE UTILS CORP COM 165303108   500,312 3,431 SH   SOLE   0 0 3,431
CHEVRON CORP NEW COM 166764100   6,659,092 56,746 SH   SOLE   0 0 56,746
CHIPOTLE MEXICAN GRILL INC COM 169656105   3,905,879 2,234 SH   SOLE   0 0 2,234
CINTAS CORP COM 172908105   4,362,767 9,844 SH   SOLE   0 0 9,844
CISCO SYS INC COM 17275R102   1,574,574 24,847 SH   SOLE   0 0 24,847
CLARIVATE PLC ORD SHS G21810109   1,207,170 51,325 SH   SOLE   0 0 51,325
CLOROX CO DEL COM 189054109   2,107,266 12,086 SH   SOLE   0 0 12,086
COCA COLA CO COM 191216100   2,500,888 42,238 SH   SOLE   0 0 42,238
COCA COLA CONS INC COM 191098102   1,811,343 2,925 SH   SOLE   0 0 2,925
COGNEX CORP COM 192422103   372,279 4,788 SH   SOLE   0 0 4,788
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102   1,260,528 14,208 SH   SOLE   0 0 14,208
COLGATE PALMOLIVE CO COM 194162103   3,392,967 39,758 SH   SOLE   0 0 39,758
COMFORT SYS USA INC COM 199908104   1,139,234 11,514 SH   SOLE   0 0 11,514
CONOCOPHILLIPS COM 20825C104   2,010,940 27,860 SH   SOLE   0 0 27,860
COPART INC COM 217204106   2,047,583 13,505 SH   SOLE   0 0 13,505
CORNING INC COM 219350105   1,995,604 53,602 SH   SOLE   0 0 53,602
CORTEVA INC COM 22052L104   2,233,894 47,248 SH   SOLE   0 0 47,248
COSTAR GROUP INC COM 22160N109   4,333,365 54,832 SH   SOLE   0 0 54,832
COUPA SOFTWARE INC COM 22266L106   271,486 1,718 SH   SOLE   0 0 1,718
CRISPR THERAPEUTICS AG NAMEN AKT H17182108   227,910 3,008 SH   SOLE   0 0 3,008
CRITEO S A SPONS ADS 226718104   2,659,296 68,415 SH   SOLE   0 0 68,415
CROWDSTRIKE HLDGS INC CL A 22788C105   1,639,356 8,007 SH   SOLE   0 0 8,007
CROWN CASTLE INTL CORP NEW COM 22822V101   3,588,370 17,191 SH   SOLE   0 0 17,191
CSW INDUSTRIALS INC COM 126402106   633,457 5,241 SH   SOLE   0 0 5,241
CTS CORP COM 126501105   699,650 19,054 SH   SOLE   0 0 19,054
CUBESMART COM 229663109   329,148 5,784 SH   SOLE   0 0 5,784
CUMMINS INC COM 231021106   1,441,255 6,607 SH   SOLE   0 0 6,607
CYRUSONE INC COM 23283R100   616,338 6,870 SH   SOLE   0 0 6,870
D R HORTON INC COM 23331A109   883,974 8,151 SH   SOLE   0 0 8,151
DANAHER CORPORATION COM 235851102   3,617,795 10,996 SH   SOLE   0 0 10,996
DEXCOM INC COM 252131107   5,181,094 9,649 SH   SOLE   0 0 9,649
DIGITAL RLTY TR INC COM 253868103   1,949,411 11,022 SH   SOLE   0 0 11,022
DIODES INC COM 254543101   1,164,956 10,609 SH   SOLE   0 0 10,609
DOCUSIGN INC COM 256163106   2,537,260 16,659 SH   SOLE   0 0 16,659
DOLLAR GEN CORP NEW COM 256677105   903,741 3,832 SH   SOLE   0 0 3,832
DORMAN PRODS INC COM 258278100   1,227,974 10,866 SH   SOLE   0 0 10,866
DOVER CORP COM 260003108   3,409,672 18,776 SH   SOLE   0 0 18,776
DUCK CREEK TECHNOLOGIES INC SHS 264120106   1,739,291 57,765 SH   SOLE   0 0 57,765
DUKE REALTY CORP COM NEW 264411505   2,116,158 32,239 SH   SOLE   0 0 32,239
DUPONT DE NEMOURS INC COM 26614N102   1,936,143 23,968 SH   SOLE   0 0 23,968
EATON CORP PLC SHS G29183103   861,693 4,986 SH   SOLE   0 0 4,986
ECOLAB INC COM 278865100   3,264,573 13,916 SH   SOLE   0 0 13,916
EDWARDS LIFESCIENCES CORP COM 28176E108   5,397,953 41,667 SH   SOLE   0 0 41,667
ELECTRONIC ARTS INC COM 285512109   2,145,348 16,265 SH   SOLE   0 0 16,265
EMERSON ELEC CO COM 291011104   2,439,877 26,244 SH   SOLE   0 0 26,244
ENERSYS COM 29275Y102   591,106 7,477 SH   SOLE   0 0 7,477
ENVISTA HOLDINGS CORPORATION COM 29415F104   1,270,921 28,205 SH   SOLE   0 0 28,205
EOG RES INC COM 26875P101   1,308,699 14,733 SH   SOLE   0 0 14,733
EPAM SYS INC COM 29414B104   1,093,058 1,635 SH   SOLE   0 0 1,635
EQUINIX INC COM 29444U700   1,546,596 1,828 SH   SOLE   0 0 1,828
EQUITY LIFESTYLE PPTYS INC COM 29472R108   810,497 9,246 SH   SOLE   0 0 9,246
EQUITY RESIDENTIAL SH BEN INT 29476L107   2,223,875 24,573 SH   SOLE   0 0 24,573
ESSEX PPTY TR INC COM 297178105   1,017,234 2,888 SH   SOLE   0 0 2,888
ETSY INC COM 29786A106   1,915,887 8,751 SH   SOLE   0 0 8,751
EXACT SCIENCES CORP COM 30063P105   1,408,203 18,093 SH   SOLE   0 0 18,093
EXPEDITORS INTL WASH INC COM 302130109   5,617,694 41,833 SH   SOLE   0 0 41,833
EXTRA SPACE STORAGE INC COM 30225T102   1,054,363 4,650 SH   SOLE   0 0 4,650
EXXON MOBIL CORP COM 30231G102   2,668,059 43,603 SH   SOLE   0 0 43,603
FACTSET RESH SYS INC COM 303075105   4,165,305 8,570 SH   SOLE   0 0 8,570
FASTENAL CO COM 311900104   3,906,150 60,976 SH   SOLE   0 0 60,976
FIVE BELOW INC COM 33829M101   1,411,073 6,820 SH   SOLE   0 0 6,820
FIVE9 INC COM 338307101   1,881,298 13,700 SH   SOLE   0 0 13,700
FMC CORP COM NEW 302491303   2,988,565 27,196 SH   SOLE   0 0 27,196
FORWARD AIR CORP COM 349853101   1,278,740 10,560 SH   SOLE   0 0 10,560
FOX FACTORY HLDG CORP COM 35138V102   6,208,320 36,498 SH   SOLE   0 0 36,498
FRANKLIN ELEC INC COM 353514102   1,006,490 10,644 SH   SOLE   0 0 10,644
GARMIN LTD SHS H2906T109   2,630,418 19,317 SH   SOLE   0 0 19,317
GENMAB A/S SPONSORED ADS 372303206   1,870,375 47,279 SH   SOLE   0 0 47,279
GENUINE PARTS CO COM 372460105   4,454,636 31,773 SH   SOLE   0 0 31,773
GRAINGER W W INC COM 384802104   4,322,128 8,340 SH   SOLE   0 0 8,340
GUARDANT HEALTH INC COM 40131M109   522,519 5,224 SH   SOLE   0 0 5,224
GUIDEWIRE SOFTWARE INC COM 40171V100   2,359,662 20,784 SH   SOLE   0 0 20,784
HEALTHPEAK PROPERTIES INC COM 42250P103   931,173 25,801 SH   SOLE   0 0 25,801
HEICO CORP NEW CL A 422806208   3,231,293 25,142 SH   SOLE   0 0 25,142
HELEN OF TROY LTD COM G4388N106   2,270,896 9,289 SH   SOLE   0 0 9,289
HERSHEY CO COM 427866108   1,137,644 5,880 SH   SOLE   0 0 5,880
HOLOGIC INC COM 436440101   2,144,727 28,014 SH   SOLE   0 0 28,014
HORIZON THERAPEUTICS PUB L SHS G46188101   1,785,110 16,566 SH   SOLE   0 0 16,566
HP INC COM 40434L105   1,140,970 30,289 SH   SOLE   0 0 30,289
HUNT J B TRANS SVCS INC COM 445658107   2,076,269 10,158 SH   SOLE   0 0 10,158
ICF INTL INC COM 44925C103   994,402 9,697 SH   SOLE   0 0 9,697
IDEX CORP COM 45167R104   1,525,909 6,457 SH   SOLE   0 0 6,457
IDEXX LABS INC COM 45168D104   318,553 484 SH   SOLE   0 0 484
IHS MARKIT LTD SHS G47567105   1,293,644 9,733 SH   SOLE   0 0 9,733
II-VI INC COM 902104108   2,554,636 37,387 SH   SOLE   0 0 37,387
ILLINOIS TOOL WKS INC COM 452308109   2,588,176 10,487 SH   SOLE   0 0 10,487
ILLUMINA INC COM 452327109   981,010 2,579 SH   SOLE   0 0 2,579
IMPERIAL OIL LTD COM NEW 453038408   2,534,704 70,215 SH   SOLE   0 0 70,215
INTEGER HLDGS CORP COM 45826H109   797,575 9,319 SH   SOLE   0 0 9,319
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208   1,114,239 16,633 SH   SOLE   0 0 16,633
INTEL CORP COM 458140100   515,943 10,018 SH   SOLE   0 0 10,018
INTELLIA THERAPEUTICS INC COM 45826J105   721,798 6,105 SH   SOLE   0 0 6,105
INTUIT COM 461202103   2,624,212 4,080 SH   SOLE   0 0 4,080
INTUITIVE SURGICAL INC COM NEW 46120E602   2,545,885 7,086 SH   SOLE   0 0 7,086
INVITAE CORP COM 46185L103   174,193 11,408 SH   SOLE   0 0 11,408
IPG PHOTONICS CORP COM 44980X109   475,343 2,761 SH   SOLE   0 0 2,761
IRIDIUM COMMUNICATIONS INC COM 46269C102   220,668 5,344 SH   SOLE   0 0 5,344
ITERIS INC NEW COM 46564T107   144,876 36,219 SH   SOLE   0 0 36,219
J & J SNACK FOODS CORP COM 466032109   803,315 5,086 SH   SOLE   0 0 5,086
JOHNSON & JOHNSON COM 478160104   6,647,971 38,861 SH   SOLE   0 0 38,861
JOHNSON CTLS INTL PLC SHS G51502105   1,501,301 18,464 SH   SOLE   0 0 18,464
JUNIPER NETWORKS INC COM 48203R104   203,697 5,704 SH   SOLE   0 0 5,704
KANDI TECHNOLOGIES GROUP INC COM 483709101   162,978 50,772 SH   SOLE   0 0 50,772
KEYSIGHT TECHNOLOGIES INC COM 49338L103   3,019,393 14,621 SH   SOLE   0 0 14,621
KFORCE INC COM 493732101   1,096,361 14,575 SH   SOLE   0 0 14,575
KIMBERLY-CLARK CORP COM 494368103   3,686,491 25,794 SH   SOLE   0 0 25,794
KIRKLAND LAKE GOLD LTD COM 49741E100   2,653,813 63,261 SH   SOLE   0 0 63,261
KLA CORP COM NEW 482480100   8,103,676 18,841 SH   SOLE   0 0 18,841
KONTOOR BRANDS INC COM 50050N103   1,118,138 21,817 SH   SOLE   0 0 21,817
KORN FERRY COM NEW 500643200   982,750 12,977 SH   SOLE   0 0 12,977
LA Z BOY INC COM 505336107   740,276 20,388 SH   SOLE   0 0 20,388
LABORATORY CORP AMER HLDGS COM NEW 50540R409   772,320 2,458 SH   SOLE   0 0 2,458
LAM RESEARCH CORP COM 512807108   3,088,843 4,295 SH   SOLE   0 0 4,295
LAUDER ESTEE COS INC CL A 518439104   1,679,041 4,536 SH   SOLE   0 0 4,536
LEGGETT & PLATT INC COM 524660107   1,822,321 44,274 SH   SOLE   0 0 44,274
LEVI STRAUSS & CO NEW CL A COM STK 52736R102   1,237,974 49,460 SH   SOLE   0 0 49,460
LGI HOMES INC COM 50187T106   636,280 4,119 SH   SOLE   0 0 4,119
LHC GROUP INC COM 50187A107   1,023,096 7,455 SH   SOLE   0 0 7,455
LILLY ELI & CO COM 532457108   952,656 3,449 SH   SOLE   0 0 3,449
LINDE PLC SHS G5494J103   2,959,419 8,543 SH   SOLE   0 0 8,543
LISTED FD TR WAHED FTSE ETF 53656F607   1,405,014 32,531 SH   SOLE   0 0 32,531
LOGITECH INTL S A SHS H50430232   2,923,321 35,443 SH   SOLE   0 0 35,443
LOWES COS INC COM 548661107   6,929,908 26,810 SH   SOLE   0 0 26,810
LULULEMON ATHLETICA INC COM 550021109   3,795,408 9,696 SH   SOLE   0 0 9,696
MAGNA INTL INC COM 559222401   2,635,957 32,567 SH   SOLE   0 0 32,567
MARVELL TECHNOLOGY INC COM 573874104   4,267,742 48,780 SH   SOLE   0 0 48,780
MASIMO CORP COM 574795100   2,456,376 8,390 SH   SOLE   0 0 8,390
MCCORMICK & CO INC COM NON VTG 579780206   2,286,949 23,672 SH   SOLE   0 0 23,672
MEDIAALPHA INC CL A 58450V104   566,058 36,662 SH   SOLE   0 0 36,662
MEDPACE HLDGS INC COM 58506Q109   577,528 2,654 SH   SOLE   0 0 2,654
MEDTRONIC PLC SHS G5960L103   3,085,286 29,824 SH   SOLE   0 0 29,824
MERCK & CO INC COM 58933Y105   4,870,408 63,549 SH   SOLE   0 0 63,549
META PLATFORMS INC CL A 30303M102   12,433,645 36,966 SH   SOLE   0 0 36,966
METTLER TOLEDO INTERNATIONAL COM 592688105   2,542,900 1,498 SH   SOLE   0 0 1,498
MICROCHIP TECHNOLOGY INC. COM 595017104   2,069,218 23,768 SH   SOLE   0 0 23,768
MICROSOFT CORP COM 594918104   20,042,236 59,593 SH   SOLE   0 0 59,593
MID-AMER APT CMNTYS INC COM 59522J103   1,856,144 8,090 SH   SOLE   0 0 8,090
MIDDLEBY CORP COM 596278101   1,923,489 9,776 SH   SOLE   0 0 9,776
MONDELEZ INTL INC CL A 609207105   3,387,928 51,092 SH   SOLE   0 0 51,092
MONOLITHIC PWR SYS INC COM 609839105   3,574,473 7,246 SH   SOLE   0 0 7,246
MONSTER BEVERAGE CORP NEW COM 61174X109   1,743,639 18,155 SH   SOLE   0 0 18,155
MOODYS CORP COM 615369105   692,191 1,772 SH   SOLE   0 0 1,772
NATIONAL VISION HLDGS INC COM 63845R107   971,862 20,251 SH   SOLE   0 0 20,251
NATUS MED INC DEL COM 639050103   502,741 21,186 SH   SOLE   0 0 21,186
NCINO INC COM 63947U107   1,365,597 24,892 SH   SOLE   0 0 24,892
NETAPP INC COM 64110D104   1,505,132 16,362 SH   SOLE   0 0 16,362
NEWMONT CORP COM 651639106   1,458,433 23,516 SH   SOLE   0 0 23,516
NEXTERA ENERGY INC COM 65339F101   2,823,754 30,246 SH   SOLE   0 0 30,246
NIKE INC CL B 654106103   2,919,335 17,516 SH   SOLE   0 0 17,516
NIO INC SPON ADS 62914V106   1,274,846 40,241 SH   SOLE   0 0 40,241
NORTONLIFELOCK INC COM 668771108   440,153 16,942 SH   SOLE   0 0 16,942
NOVANTA INC COM 67000B104   673,453 3,819 SH   SOLE   0 0 3,819
NOVARTIS AG SPONSORED ADR 66987V109   2,618,567 29,937 SH   SOLE   0 0 29,937
NOVO-NORDISK A S ADR 670100205   2,333,291 20,833 SH   SOLE   0 0 20,833
NUCOR CORP COM 670346105   3,659,059 32,055 SH   SOLE   0 0 32,055
NVIDIA CORPORATION COM 67066G104   8,339,007 28,353 SH   SOLE   0 0 28,353
OKTA INC CL A 679295105   1,060,215 4,730 SH   SOLE   0 0 4,730
OLD DOMINION FREIGHT LINE IN COM 679580100   3,280,042 9,152 SH   SOLE   0 0 9,152
OLLIES BARGAIN OUTLET HLDGS COM 681116109   2,965,526 57,932 SH   SOLE   0 0 57,932
OLO INC CL A 68134L109   370,425 17,800 SH   SOLE   0 0 17,800
OMNICELL COM COM 68213N109   665,936 3,691 SH   SOLE   0 0 3,691
ON HLDG AG NAMEN AKT A H5919C104   464,193 12,277 SH   SOLE   0 0 12,277
ONTO INNOVATION INC COM 683344105   1,380,073 13,633 SH   SOLE   0 0 13,633
PACIRA BIOSCIENCES INC COM 695127100   286,828 4,767 SH   SOLE   0 0 4,767
PAYCOM SOFTWARE INC COM 70432V102   2,151,801 5,183 SH   SOLE   0 0 5,183
PAYLOCITY HLDG CORP COM 70438V106   887,333 3,757 SH   SOLE   0 0 3,757
PENTAIR PLC SHS G7S00T104   2,584,912 35,395 SH   SOLE   0 0 35,395
PEPSICO INC COM 713448108   4,339,217 24,980 SH   SOLE   0 0 24,980
PFIZER INC COM 717081103   2,052,364 34,756 SH   SOLE   0 0 34,756
PINTEREST INC CL A 72352L106   1,756,713 48,328 SH   SOLE   0 0 48,328
PIONEER NAT RES CO COM 723787107   1,030,398 5,665 SH   SOLE   0 0 5,665
POTLATCHDELTIC CORPORATION COM 737630103   402,344 6,681 SH   SOLE   0 0 6,681
PPG INDS INC COM 693506107   3,338,510 19,360 SH   SOLE   0 0 19,360
PROCTER AND GAMBLE CO COM 742718109   7,140,736 43,653 SH   SOLE   0 0 43,653
PROLOGIS INC. COM 74340W103   3,884,933 23,075 SH   SOLE   0 0 23,075
PS BUSINESS PKS INC CALIF COM 69360J107   640,182 3,476 SH   SOLE   0 0 3,476
Q2 HLDGS INC COM 74736L109   629,596 7,925 SH   SOLE   0 0 7,925
QUANTA SVCS INC COM 74762E102   3,453,314 30,118 SH   SOLE   0 0 30,118
QUEST DIAGNOSTICS INC COM 74834L100   575,321 3,325 SH   SOLE   0 0 3,325
REALTY INCOME CORP COM 756109104   1,233,414 17,229 SH   SOLE   0 0 17,229
REGENERON PHARMACEUTICALS COM 75886F107   2,100,863 3,327 SH   SOLE   0 0 3,327
REPLIGEN CORP COM 759916109   990,838 3,741 SH   SOLE   0 0 3,741
RIO TINTO PLC SPONSORED ADR 767204100   5,899,245 88,127 SH   SOLE   0 0 88,127
ROBERT HALF INTL INC COM 770323103   1,116,306 10,010 SH   SOLE   0 0 10,010
ROKU INC COM CL A 77543R102   452,325 1,982 SH   SOLE   0 0 1,982
ROPER TECHNOLOGIES INC COM 776696106   2,466,350 5,014 SH   SOLE   0 0 5,014
ROSS STORES INC COM 778296103   2,400,181 21,003 SH   SOLE   0 0 21,003
RPM INTL INC COM 749685103   1,469,573 14,550 SH   SOLE   0 0 14,550
SALESFORCE COM INC COM 79466L302   3,680,028 14,481 SH   SOLE   0 0 14,481
SAP SE SPON ADR 803054204   2,345,601 16,741 SH   SOLE   0 0 16,741
SBA COMMUNICATIONS CORP NEW CL A 78410G104   2,742,304 7,049 SH   SOLE   0 0 7,049
SCOTTS MIRACLE-GRO CO CL A 810186106   1,270,701 7,893 SH   SOLE   0 0 7,893
SEAGEN INC COM 81181C104   2,380,240 15,396 SH   SOLE   0 0 15,396
SHERWIN WILLIAMS CO COM 824348106   3,092,500 8,782 SH   SOLE   0 0 8,782
SITEONE LANDSCAPE SUPPLY INC COM 82982L103   437,574 1,806 SH   SOLE   0 0 1,806
SKYWATER TECHNOLOGY INC COM 83089J108   201,451 12,420 SH   SOLE   0 0 12,420
SKYWORKS SOLUTIONS INC COM 83088M102   4,733,804 30,513 SH   SOLE   0 0 30,513
SMITH A O CORP COM 831865209   4,463,614 51,993 SH   SOLE   0 0 51,993
SNAP INC CL A 83304A106   405,644 8,625 SH   SOLE   0 0 8,625
SOUTHERN COPPER CORP COM 84265V105   2,824,047 45,763 SH   SOLE   0 0 45,763
SPDR GOLD TR GOLD SHS 78463V107   410,988 2,404 SH   SOLE   0 0 2,404
SPLUNK INC COM 848637104   1,424,789 12,312 SH   SOLE   0 0 12,312
SPOTIFY TECHNOLOGY S A SHS L8681T102   309,108 1,321 SH   SOLE   0 0 1,321
SPROUT SOCIAL INC COM CL A 85209W109   220,296 2,429 SH   SOLE   0 0 2,429
SPS COMM INC COM 78463M107   1,955,854 13,740 SH   SOLE   0 0 13,740
STANLEY BLACK & DECKER INC COM 854502101   2,830,368 15,006 SH   SOLE   0 0 15,006
STARBUCKS CORP COM 855244109   2,344,427 20,043 SH   SOLE   0 0 20,043
STRATA SKIN SCIENCES INC COM NEW 86272A206   33,692 22,998 SH   SOLE   0 0 22,998
SUN CMNTYS INC COM 866674104   1,018,688 4,852 SH   SOLE   0 0 4,852
SUPERNUS PHARMACEUTICALS INC COM 868459108   589,125 20,203 SH   SOLE   0 0 20,203
SYSCO CORP COM 871829107   3,283,952 41,807 SH   SOLE   0 0 41,807
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   2,209,479 18,365 SH   SOLE   0 0 18,365
TARGET CORP COM 87612E106   3,527,525 15,242 SH   SOLE   0 0 15,242
TE CONNECTIVITY LTD SHS H84989104   1,149,508 7,125 SH   SOLE   0 0 7,125
TELADOC HEALTH INC COM 87918A105   357,252 3,891 SH   SOLE   0 0 3,891
TELEFLEX INCORPORATED COM 879369106   1,854,878 5,647 SH   SOLE   0 0 5,647
TERADYNE INC COM 880770102   4,517,892 27,627 SH   SOLE   0 0 27,627
TESLA INC COM 88160R101   4,736,815 4,482 SH   SOLE   0 0 4,482
TEXAS INSTRS INC COM 882508104   1,480,443 7,855 SH   SOLE   0 0 7,855
TEXAS PACIFIC LAND CORPORATI COM 88262P102   1,362,421 1,091 SH   SOLE   0 0 1,091
THERMO FISHER SCIENTIFIC INC COM 883556102   2,187,422 3,278 SH   SOLE   0 0 3,278
TJX COS INC NEW COM 872540109   2,115,586 27,866 SH   SOLE   0 0 27,866
TOPBUILD CORP COM 89055F103   1,530,124 5,546 SH   SOLE   0 0 5,546
TRANE TECHNOLOGIES PLC SHS G8994E103   1,205,698 5,968 SH   SOLE   0 0 5,968
TRANSUNION COM 89400J107   3,510,032 29,601 SH   SOLE   0 0 29,601
TREX CO INC COM 89531P105   2,767,534 20,496 SH   SOLE   0 0 20,496
TRIMBLE INC COM 896239100   1,965,357 22,541 SH   SOLE   0 0 22,541
TWILIO INC CL A 90138F102   3,315,170 12,589 SH   SOLE   0 0 12,589
TWITTER INC COM 90184L102   2,850,247 65,947 SH   SOLE   0 0 65,947
TYLER TECHNOLOGIES INC COM 902252105   4,332,370 8,053 SH   SOLE   0 0 8,053
U S PHYSICAL THERAPY COM 90337L108   561,303 5,874 SH   SOLE   0 0 5,874
UIPATH INC CL A 90364P105   410,949 9,528 SH   SOLE   0 0 9,528
ULTA BEAUTY INC COM 90384S303   5,188,441 12,583 SH   SOLE   0 0 12,583
UNILEVER PLC SPON ADR NEW 904767704   2,520,290 46,854 SH   SOLE   0 0 46,854
UNION PAC CORP COM 907818108   1,414,757 5,616 SH   SOLE   0 0 5,616
UNITED PARCEL SERVICE INC CL B 911312106   1,619,256 7,555 SH   SOLE   0 0 7,555
UNITY SOFTWARE INC COM 91332U101   362,639 2,536 SH   SOLE   0 0 2,536
UNIVERSAL DISPLAY CORP COM 91347P105   1,187,474 7,196 SH   SOLE   0 0 7,196
V F CORP COM 918204108   3,801,039 51,913 SH   SOLE   0 0 51,913
VAIL RESORTS INC COM 91879Q109   1,080,510 3,295 SH   SOLE   0 0 3,295
VEEVA SYS INC CL A COM 922475108   857,693 3,357 SH   SOLE   0 0 3,357
VERISK ANALYTICS INC COM 92345Y106   937,178 4,097 SH   SOLE   0 0 4,097
VISA INC COM CL A 92826C839   5,935,431 27,389 SH   SOLE   0 0 27,389
VULCAN MATLS CO COM 929160109   1,185,607 5,712 SH   SOLE   0 0 5,712
WABTEC COM 929740108   396,495 4,305 SH   SOLE   0 0 4,305
WASTE CONNECTIONS INC COM 94106B101   894,116 6,561 SH   SOLE   0 0 6,561
WAYFAIR INC CL A 94419L101   1,232,600 6,488 SH   SOLE   0 0 6,488
WEST PHARMACEUTICAL SVSC INC COM 955306105   3,516,478 7,498 SH   SOLE   0 0 7,498
WEYERHAEUSER CO MTN BE COM NEW 962166104   1,395,595 33,890 SH   SOLE   0 0 33,890
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104   552,594 13,531 SH   SOLE   0 0 13,531
WORKIVA INC COM CL A 98139A105   322,721 2,473 SH   SOLE   0 0 2,473
XILINX INC COM 983919101   1,243,768 5,866 SH   SOLE   0 0 5,866
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105   2,385,182 4,007 SH   SOLE   0 0 4,007
ZENDESK INC COM 98936J101   1,263,543 12,116 SH   SOLE   0 0 12,116
ZIMMER BIOMET HOLDINGS INC COM 98956P102   1,762,332 13,872 SH   SOLE   0 0 13,872
ZOETIS INC CL A 98978V103   1,505,217 6,168 SH   SOLE   0 0 6,168
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101   471,336 2,563 SH   SOLE   0 0 2,563