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
MICROSOFT CORP COM 594918104   287,971,673 644,304 SH   SOLE   644,304 0 0
APPLE INC COM 037833100   282,228,273 1,339,988 SH   SOLE   1,339,988 0 0
NVIDIA CORPORATION COM 67066G104   281,758,913 2,280,710 SH   SOLE   2,280,710 0 0
ISHARES INC CORE MSCI EMKT 46434G103   194,784,964 3,638,800 SH   SOLE   3,638,800 0 0
AMAZON COM INC COM 023135106   165,237,253 855,044 SH   SOLE   855,044 0 0
META PLATFORMS INC CL A 30303M102   102,998,532 204,273 SH   SOLE   204,273 0 0
ALPHABET INC CAP STK CL A 02079K305   98,612,913 541,383 SH   SOLE   541,383 0 0
ALPHABET INC CAP STK CL C 02079K107   86,266,278 470,321 SH   SOLE   470,321 0 0
ELI LILLY & CO COM 532457108   65,803,018 72,680 SH   SOLE   72,680 0 0
BROADCOM INC COM 11135F101   64,856,990 40,396 SH   SOLE   40,396 0 0
JPMORGAN CHASE & CO. COM 46625H100   49,665,550 245,553 SH   SOLE   245,553 0 0
TESLA INC COM 88160R101   49,233,731 248,806 SH   SOLE   248,806 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   46,776,712 114,987 SH   SOLE   114,987 0 0
ISHARES TR MSCI CHINA ETF 46429B671   45,656,152 1,082,669 SH   SOLE   1,082,669 0 0
EXXON MOBIL CORP COM 30231G102   44,222,657 384,144 SH   SOLE   384,144 0 0
UNITEDHEALTH GROUP INC COM 91324P102   42,217,654 82,900 SH   SOLE   82,900 0 0
VISA INC COM CL A 92826C839   38,090,434 145,123 SH   SOLE   145,123 0 0
PROCTER AND GAMBLE CO COM 742718109   36,372,116 220,544 SH   SOLE   220,544 0 0
COSTCO WHSL CORP NEW COM 22160K105   35,293,285 41,522 SH   SOLE   41,522 0 0
ISHARES INC MSCI TAIWAN ETF 46434G772   34,762,885 641,500 SH   SOLE   641,500 0 0
MASTERCARD INCORPORATED CL A 57636Q104   33,725,800 76,448 SH   SOLE   76,448 0 0
JOHNSON & JOHNSON COM 478160104   31,676,088 216,722 SH   SOLE   216,722 0 0
HOME DEPOT INC COM 437076102   29,794,316 86,551 SH   SOLE   86,551 0 0
MERCK & CO INC COM 58933Y105   28,198,174 227,772 SH   SOLE   227,772 0 0
WALMART INC COM 931142103   28,145,354 415,675 SH   SOLE   415,675 0 0
ABBVIE INC COM 00287Y109   27,313,188 159,242 SH   SOLE   159,242 0 0
NETFLIX INC COM 64110L106   27,120,053 40,185 SH   SOLE   40,185 0 0
COCA COLA CO COM 191216100   24,462,795 384,333 SH   SOLE   384,333 0 0
BANK AMERICA CORP COM 060505104   24,146,753 607,160 SH   SOLE   607,160 0 0
ADVANCED MICRO DEVICES INC COM 007903107   24,064,340 148,353 SH   SOLE   148,353 0 0
CHEVRON CORP NEW COM 166764100   23,957,287 153,160 SH   SOLE   153,160 0 0
SALESFORCE INC COM 79466L302   22,883,186 89,005 SH   SOLE   89,005 0 0
ADOBE INC COM 00724F101   22,836,583 41,107 SH   SOLE   41,107 0 0
ISHARES INC MSCI STH KOR ETF 464286772   22,327,912 337,841 SH   SOLE   337,841 0 0
ORACLE CORP COM 68389X105   21,386,434 151,462 SH   SOLE   151,462 0 0
PEPSICO INC COM 713448108   21,218,739 128,653 SH   SOLE   128,653 0 0
QUALCOMM INC COM 747525103   20,396,231 102,401 SH   SOLE   102,401 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   18,983,937 34,329 SH   SOLE   34,329 0 0
LINDE PLC SHS G54950103   18,463,252 42,058 SH   SOLE   42,058 0 0
APPLIED MATLS INC COM 038222105   18,010,285 76,318 SH   SOLE   76,318 0 0
WELLS FARGO CO NEW COM 949746101   17,976,937 302,693 SH   SOLE   302,693 0 0
CISCO SYS INC COM 17275R102   17,652,055 371,544 SH   SOLE   371,544 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   17,504,026 57,691 SH   SOLE   57,691 0 0
INTUIT COM 461202103   16,894,897 25,707 SH   SOLE   25,707 0 0
ISHARES TR CORE S&P MCP ETF 464287507   16,578,306 283,293 SH   SOLE   283,293 0 0
DISNEY WALT CO COM 254687106   16,383,942 165,011 SH   SOLE   165,011 0 0
TEXAS INSTRS INC COM 882508104   16,244,228 83,505 SH   SOLE   83,505 0 0
ABBOTT LABS COM 002824100   16,215,467 156,053 SH   SOLE   156,053 0 0
ISHARES TR CHINA LG-CAP ETF 464287184   16,204,765 623,500 SH   SOLE   623,500 0 0
MCDONALDS CORP COM 580135101   16,074,798 63,078 SH   SOLE   63,078 0 0
DANAHER CORPORATION COM 235851102   15,808,259 63,271 SH   SOLE   63,271 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   15,597,380 378,210 SH   SOLE   378,210 0 0
AMGEN INC COM 031162100   15,059,153 48,197 SH   SOLE   48,197 0 0
SERVICENOW INC COM 81762P102   14,809,849 18,826 SH   SOLE   18,826 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   14,548,208 84,118 SH   SOLE   84,118 0 0
CATERPILLAR INC COM 149123101   14,251,684 42,785 SH   SOLE   42,785 0 0
PFIZER INC COM 717081103   14,209,335 507,839 SH   SOLE   507,839 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   14,180,483 31,877 SH   SOLE   31,877 0 0
ISHARES TR MSCI INDIA ETF 46429B598   14,134,652 253,400 SH   SOLE   253,400 0 0
COMCAST CORP NEW CL A 20030N101   13,962,459 356,549 SH   SOLE   356,549 0 0
MICRON TECHNOLOGY INC COM 595112103   13,364,632 101,609 SH   SOLE   101,609 0 0
NEXTERA ENERGY INC COM 65339F101   13,159,684 185,845 SH   SOLE   185,845 0 0
S&P GLOBAL INC COM 78409V104   13,106,156 29,386 SH   SOLE   29,386 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   12,874,836 28,464 SH   SOLE   28,464 0 0
LAM RESEARCH CORP COM 512807108   12,810,146 12,030 SH   SOLE   12,030 0 0
AT&T INC COM 00206R102   12,296,406 643,454 SH   SOLE   643,454 0 0
UBER TECHNOLOGIES INC COM 90353T100   12,248,542 168,527 SH   SOLE   168,527 0 0
INTEL CORP COM 458140100   12,096,882 390,600 SH   SOLE   390,600 0 0
AMERICAN EXPRESS CO COM 025816109   11,698,601 50,523 SH   SOLE   50,523 0 0
UNION PAC CORP COM 907818108   11,521,159 50,920 SH   SOLE   50,920 0 0
ELEVANCE HEALTH INC COM 036752103   11,338,421 20,925 SH   SOLE   20,925 0 0
LOWES COS INC COM 548661107   11,026,086 50,014 SH   SOLE   50,014 0 0
TJX COS INC NEW COM 872540109   10,912,011 99,110 SH   SOLE   99,110 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   10,888,834 23,231 SH   SOLE   23,231 0 0
EATON CORP PLC SHS G29183103   10,742,537 34,261 SH   SOLE   34,261 0 0
STRYKER CORPORATION COM 863667101   10,472,555 30,779 SH   SOLE   30,779 0 0
MORGAN STANLEY COM NEW 617446448   10,454,825 107,571 SH   SOLE   107,571 0 0
ANALOG DEVICES INC COM 032654105   10,402,265 45,572 SH   SOLE   45,572 0 0
CITIGROUP INC COM NEW 172967424   10,391,575 163,750 SH   SOLE   163,750 0 0
BLACKROCK INC COM 09247X101   10,285,548 13,064 SH   SOLE   13,064 0 0
PROGRESSIVE CORP COM 743315103   10,265,444 49,422 SH   SOLE   49,422 0 0
KLA CORP COM NEW 482480100   10,231,345 12,409 SH   SOLE   12,409 0 0
BOSTON SCIENTIFIC CORP COM 101137107   10,180,183 132,193 SH   SOLE   132,193 0 0
PROLOGIS INC. COM 74340W103   10,174,612 90,594 SH   SOLE   90,594 0 0
PALO ALTO NETWORKS INC COM 697435105   10,064,564 29,647 SH   SOLE   29,647 0 0
SCHWAB CHARLES CORP COM 808513105   9,743,144 132,218 SH   SOLE   132,218 0 0
MEDTRONIC PLC SHS G5960L103   9,399,233 119,416 SH   SOLE   119,416 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   9,015,321 37,770 SH   SOLE   37,770 0 0
AMERICAN TOWER CORP NEW COM 03027X100   8,889,192 45,731 SH   SOLE   45,731 0 0
MARSH & MCLENNAN COS INC COM 571748102   8,742,562 41,489 SH   SOLE   41,489 0 0
CHUBB LIMITED COM H1467J104   8,738,786 34,259 SH   SOLE   34,259 0 0
ARISTA NETWORKS INC COM 040413106   8,546,104 24,384 SH   SOLE   24,384 0 0
DEERE & CO COM 244199105   8,485,885 22,712 SH   SOLE   22,712 0 0
T-MOBILE US INC COM 872590104   8,464,744 48,046 SH   SOLE   48,046 0 0
THE CIGNA GROUP COM 125523100   8,435,155 25,517 SH   SOLE   25,517 0 0
SYNOPSYS INC COM 871607107   8,329,055 13,997 SH   SOLE   13,997 0 0
UNITED PARCEL SERVICE INC CL B 911312106   8,317,606 60,779 SH   SOLE   60,779 0 0
MONDELEZ INTL INC CL A 609207105   8,118,683 124,063 SH   SOLE   124,063 0 0
FISERV INC COM 337738108   8,074,093 54,174 SH   SOLE   54,174 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   8,065,383 21,048 SH   SOLE   21,048 0 0
NIKE INC CL B 654106103   7,978,291 105,855 SH   SOLE   105,855 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   7,777,998 124,150 SH   SOLE   124,150 0 0
BLACKSTONE INC COM 09260D107   7,759,908 62,681 SH   SOLE   62,681 0 0
GILEAD SCIENCES INC COM 375558103   7,694,268 112,145 SH   SOLE   112,145 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   7,688,518 24,983 SH   SOLE   24,983 0 0
STARBUCKS CORP COM 855244109   7,665,267 98,462 SH   SOLE   98,462 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   7,573,992 182,374 SH   SOLE   182,374 0 0
WASTE MGMT INC DEL COM 94106L109   7,336,976 34,391 SH   SOLE   34,391 0 0
ZOETIS INC CL A 98978V103   7,133,764 41,150 SH   SOLE   41,150 0 0
COLGATE PALMOLIVE CO COM 194162103   7,102,843 73,195 SH   SOLE   73,195 0 0
AMPHENOL CORP NEW CL A 032095101   6,944,500 103,080 SH   SOLE   103,080 0 0
MCKESSON CORP COM 58155Q103   6,902,185 11,818 SH   SOLE   11,818 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   6,875,163 50,224 SH   SOLE   50,224 0 0
CVS HEALTH CORP COM 126650100   6,684,293 113,178 SH   SOLE   113,178 0 0
TARGET CORP COM 87612E106   6,395,180 43,199 SH   SOLE   43,199 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   6,391,110 19,430 SH   SOLE   19,430 0 0
MOODYS CORP COM 615369105   6,366,566 15,125 SH   SOLE   15,125 0 0
NXP SEMICONDUCTORS N V COM N6596X109   6,323,346 23,499 SH   SOLE   23,499 0 0
EOG RES INC COM 26875P101   6,287,710 49,954 SH   SOLE   49,954 0 0
SHERWIN WILLIAMS CO COM 824348106   6,286,130 21,064 SH   SOLE   21,064 0 0
CME GROUP INC COM 12572Q105   6,208,235 31,578 SH   SOLE   31,578 0 0
FREEPORT-MCMORAN INC CL B 35671D857   6,083,068 125,166 SH   SOLE   125,166 0 0
ILLINOIS TOOL WKS INC COM 452308109   6,066,176 25,600 SH   SOLE   25,600 0 0
BECTON DICKINSON & CO COM 075887109   6,065,008 25,951 SH   SOLE   25,951 0 0
AIRBNB INC COM CL A 009066101   6,028,960 39,761 SH   SOLE   39,761 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307   5,901,546 15,287 SH   SOLE   15,287 0 0
FEDEX CORP COM 31428X106   5,858,274 19,538 SH   SOLE   19,538 0 0
WELLTOWER INC COM 95040Q104   5,808,080 55,713 SH   SOLE   55,713 0 0
SCHLUMBERGER LTD COM STK 806857108   5,773,181 122,365 SH   SOLE   122,365 0 0
HCA HEALTHCARE INC COM 40412C101   5,731,635 17,840 SH   SOLE   17,840 0 0
KKR & CO INC COM 48251W104   5,718,321 54,336 SH   SOLE   54,336 0 0
CONSTELLATION ENERGY CORP COM 21037T109   5,714,304 28,533 SH   SOLE   28,533 0 0
MARATHON PETE CORP COM 56585A102   5,642,610 32,526 SH   SOLE   32,526 0 0
ISHARES INC MSCI HONG KG ETF 464286871   5,576,054 364,448 SH   SOLE   364,448 0 0
PARKER-HANNIFIN CORP COM 701094104   5,564,922 11,002 SH   SOLE   11,002 0 0
MARVELL TECHNOLOGY INC COM 573874104   5,549,221 79,388 SH   SOLE   79,388 0 0
CSX CORP COM 126408103   5,472,353 163,598 SH   SOLE   163,598 0 0
EMERSON ELEC CO COM 291011104   5,395,747 48,981 SH   SOLE   48,981 0 0
ECOLAB INC COM 278865100   5,344,290 22,455 SH   SOLE   22,455 0 0
PAYPAL HLDGS INC COM 70450Y103   5,324,775 91,759 SH   SOLE   91,759 0 0
PHILLIPS 66 COM 718546104   5,320,415 37,688 SH   SOLE   37,688 0 0
US BANCORP DEL COM NEW 902973304   5,289,231 133,230 SH   SOLE   133,230 0 0
PNC FINL SVCS GROUP INC COM 693475105   5,288,652 34,015 SH   SOLE   34,015 0 0
MARRIOTT INTL INC NEW CL A 571903202   5,138,338 21,253 SH   SOLE   21,253 0 0
AIR PRODS & CHEMS INC COM 009158106   5,005,654 19,398 SH   SOLE   19,398 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   4,995,092 54,077 SH   SOLE   54,077 0 0
AON PLC SHS CL A G0403H108   4,917,759 16,751 SH   SOLE   16,751 0 0
AUTODESK INC COM 052769106   4,860,908 19,644 SH   SOLE   19,644 0 0
SIMON PPTY GROUP INC NEW COM 828806109   4,844,849 31,916 SH   SOLE   31,916 0 0
3M CO COM 88579Y101   4,839,003 47,353 SH   SOLE   47,353 0 0
GALLAGHER ARTHUR J & CO COM 363576109   4,743,817 18,294 SH   SOLE   18,294 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   4,711,811 21,594 SH   SOLE   21,594 0 0
DIGITAL RLTY TR INC COM 253868103   4,650,449 30,585 SH   SOLE   30,585 0 0
CAPITAL ONE FINL CORP COM 14040H105   4,640,013 33,514 SH   SOLE   33,514 0 0
PACCAR INC COM 693718108   4,621,491 44,895 SH   SOLE   44,895 0 0
GENERAL MTRS CO COM 37045V100   4,616,405 99,363 SH   SOLE   99,363 0 0
VALERO ENERGY CORP COM 91913Y100   4,571,905 29,165 SH   SOLE   29,165 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   4,546,178 49,685 SH   SOLE   49,685 0 0
REALTY INCOME CORP COM 756109104   4,454,628 84,336 SH   SOLE   84,336 0 0
PUBLIC STORAGE OPER CO COM 74460D109   4,454,548 15,486 SH   SOLE   15,486 0 0
TRUIST FINL CORP COM 89832Q109   4,432,902 114,103 SH   SOLE   114,103 0 0
WILLIAMS COS INC COM 969457100   4,428,883 104,209 SH   SOLE   104,209 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   4,419,046 174,459 SH   SOLE   174,459 0 0
CARRIER GLOBAL CORPORATION COM 14448C104   4,378,067 69,405 SH   SOLE   69,405 0 0
WORKDAY INC CL A 98138H101   4,328,345 19,361 SH   SOLE   19,361 0 0
AMERICAN INTL GROUP INC COM NEW 026874784   4,222,623 56,878 SH   SOLE   56,878 0 0
NEWMONT CORP COM 651639106   4,211,787 100,592 SH   SOLE   100,592 0 0
FORD MTR CO DEL COM 345370860   4,190,203 334,147 SH   SOLE   334,147 0 0
ROSS STORES INC COM 778296103   4,177,223 28,745 SH   SOLE   28,745 0 0
CROWN CASTLE INC COM 22822V101   4,157,526 42,554 SH   SOLE   42,554 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   4,120,031 34,883 SH   SOLE   34,883 0 0
AFLAC INC COM 001055102   4,119,692 46,128 SH   SOLE   46,128 0 0
ONEOK INC NEW COM 682680103   4,069,590 49,903 SH   SOLE   49,903 0 0
KIMBERLY-CLARK CORP COM 494368103   4,061,422 29,388 SH   SOLE   29,388 0 0
HUMANA INC COM 444859102   4,050,740 10,841 SH   SOLE   10,841 0 0
NORFOLK SOUTHN CORP COM 655844108   4,040,251 18,819 SH   SOLE   18,819 0 0
GE VERNOVA INC COM 36828A101   4,027,569 23,483 SH   SOLE   23,483 0 0
COPART INC COM 217204106   4,010,710 74,053 SH   SOLE   74,053 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   3,986,393 52,898 SH   SOLE   52,898 0 0
TE CONNECTIVITY LTD SHS H84989104   3,973,909 26,417 SH   SOLE   26,417 0 0
BANK NEW YORK MELLON CORP COM 064058100   3,954,836 66,035 SH   SOLE   66,035 0 0
TRAVELERS COMPANIES INC COM 89417E109   3,929,342 19,324 SH   SOLE   19,324 0 0
DEXCOM INC COM 252131107   3,926,349 34,630 SH   SOLE   34,630 0 0
THE TRADE DESK INC COM CL A 88339J105   3,908,167 40,014 SH   SOLE   40,014 0 0
JOHNSON CTLS INTL PLC SHS G51502105   3,880,917 58,386 SH   SOLE   58,386 0 0
WASTE CONNECTIONS INC COM 94106B101   3,857,745 21,999 SH   SOLE   21,999 0 0
SEMPRA COM 816851109   3,824,601 50,284 SH   SOLE   50,284 0 0
SNOWFLAKE INC CL A 833445109   3,728,349 27,599 SH   SOLE   27,599 0 0
DOMINION ENERGY INC COM 25746U109   3,715,670 75,830 SH   SOLE   75,830 0 0
REPUBLIC SVCS INC COM 760759100   3,671,083 18,890 SH   SOLE   18,890 0 0
CONSTELLATION BRANDS INC CL A 21036P108   3,655,177 14,207 SH   SOLE   14,207 0 0
METLIFE INC COM 59156R108   3,640,053 51,860 SH   SOLE   51,860 0 0
CENCORA INC COM 03073E105   3,637,694 16,146 SH   SOLE   16,146 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   3,620,571 16,292 SH   SOLE   16,292 0 0
FORTINET INC COM 34959E109   3,586,788 59,512 SH   SOLE   59,512 0 0
D R HORTON INC COM 23331A109   3,585,682 25,443 SH   SOLE   25,443 0 0
CHENIERE ENERGY INC COM NEW 16411R208   3,568,105 20,409 SH   SOLE   20,409 0 0
OCCIDENTAL PETE CORP COM 674599105   3,553,694 56,381 SH   SOLE   56,381 0 0
ALLSTATE CORP COM 020002101   3,553,553 22,257 SH   SOLE   22,257 0 0
PRUDENTIAL FINL INC COM 744320102   3,539,607 30,204 SH   SOLE   30,204 0 0
VERISK ANALYTICS INC COM 92345Y106   3,530,566 13,098 SH   SOLE   13,098 0 0
PAYCHEX INC COM 704326107   3,525,737 29,738 SH   SOLE   29,738 0 0
HESS CORP COM 42809H107   3,493,421 23,681 SH   SOLE   23,681 0 0
MODERNA INC COM 60770K107   3,475,575 29,268 SH   SOLE   29,268 0 0
IQVIA HLDGS INC COM 46266C105   3,458,524 16,357 SH   SOLE   16,357 0 0
KINDER MORGAN INC DEL COM 49456B101   3,405,042 171,366 SH   SOLE   171,366 0 0
AGILENT TECHNOLOGIES INC COM 00846U101   3,404,343 26,262 SH   SOLE   26,262 0 0
FERGUSON PLC NEW SHS G3421J106   3,364,862 17,376 SH   SOLE   17,376 0 0
OTIS WORLDWIDE CORP COM 68902V107   3,363,806 34,945 SH   SOLE   34,945 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109   3,360,137 67,270 SH   SOLE   67,270 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106   3,348,707 45,437 SH   SOLE   45,437 0 0
DELL TECHNOLOGIES INC CL C 24703L202   3,326,113 24,118 SH   SOLE   24,118 0 0
NUCOR CORP COM 670346105   3,320,787 21,007 SH   SOLE   21,007 0 0
CORTEVA INC COM 22052L104   3,305,767 61,286 SH   SOLE   61,286 0 0
AMETEK INC COM 031100100   3,302,358 19,809 SH   SOLE   19,809 0 0
ROYAL CARIBBEAN GROUP COM V7780T103   3,286,331 20,613 SH   SOLE   20,613 0 0
BLOCK INC CL A 852234103   3,278,285 50,834 SH   SOLE   50,834 0 0
DATADOG INC CL A COM 23804L103   3,276,488 25,264 SH   SOLE   25,264 0 0
DOW INC COM 260557103   3,255,519 61,367 SH   SOLE   61,367 0 0
CUMMINS INC COM 231021106   3,244,789 11,717 SH   SOLE   11,717 0 0
EXTRA SPACE STORAGE INC COM 30225T102   3,220,095 20,720 SH   SOLE   20,720 0 0
PG&E CORP COM 69331C108   3,204,556 183,537 SH   SOLE   183,537 0 0
ARCH CAP GROUP LTD ORD G0450A105   3,193,875 31,657 SH   SOLE   31,657 0 0
CENTENE CORP DEL COM 15135B101   3,189,229 48,103 SH   SOLE   48,103 0 0
QUANTA SVCS INC COM 74762E102   3,186,543 12,541 SH   SOLE   12,541 0 0
ELECTRONIC ARTS INC COM 285512109   3,183,412 22,848 SH   SOLE   22,848 0 0
YUM BRANDS INC COM 988498101   3,160,363 23,859 SH   SOLE   23,859 0 0
HP INC COM 40434L105   3,144,201 89,783 SH   SOLE   89,783 0 0
EXELON CORP COM 30161N101   3,141,411 90,766 SH   SOLE   90,766 0 0
INGERSOLL RAND INC COM 45687V106   3,139,794 34,564 SH   SOLE   34,564 0 0
LENNAR CORP CL A 526057104   3,107,554 20,735 SH   SOLE   20,735 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102   3,106,308 45,681 SH   SOLE   45,681 0 0
FASTENAL CO COM 311900104   3,082,491 49,053 SH   SOLE   49,053 0 0
KEURIG DR PEPPER INC COM 49271V100   3,079,246 92,193 SH   SOLE   92,193 0 0
GENERAL MLS INC COM 370334104   3,061,468 48,395 SH   SOLE   48,395 0 0
BAKER HUGHES COMPANY CL A 05722G100   3,031,513 86,196 SH   SOLE   86,196 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   3,031,478 38,905 SH   SOLE   38,905 0 0
BIOGEN INC COM 09062X103   3,030,583 13,073 SH   SOLE   13,073 0 0
SYSCO CORP COM 871829107   3,018,869 42,287 SH   SOLE   42,287 0 0
VICI PPTYS INC COM 925652109   2,937,891 102,580 SH   SOLE   102,580 0 0
DUPONT DE NEMOURS INC COM 26614N102   2,936,356 36,481 SH   SOLE   36,481 0 0
KENVUE INC COM 49177J102   2,931,980 161,275 SH   SOLE   161,275 0 0
DIAMONDBACK ENERGY INC COM 25278X109   2,915,968 14,566 SH   SOLE   14,566 0 0
KROGER CO COM 501044101   2,903,779 58,157 SH   SOLE   58,157 0 0
CORNING INC COM 219350105   2,891,644 74,431 SH   SOLE   74,431 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100   2,886,527 16,345 SH   SOLE   16,345 0 0
DISCOVER FINL SVCS COM 254709108   2,879,782 22,015 SH   SOLE   22,015 0 0
AVALONBAY CMNTYS INC COM 053484101   2,877,633 13,909 SH   SOLE   13,909 0 0
VULCAN MATLS CO COM 929160109   2,873,497 11,555 SH   SOLE   11,555 0 0
CONSOLIDATED EDISON INC COM 209115104   2,814,763 31,478 SH   SOLE   31,478 0 0
XYLEM INC COM 98419M100   2,809,440 20,714 SH   SOLE   20,714 0 0
COSTAR GROUP INC COM 22160N109   2,780,324 37,501 SH   SOLE   37,501 0 0
DOORDASH INC CL A 25809K105   2,764,171 25,420 SH   SOLE   25,420 0 0
EQUIFAX INC COM 294429105   2,763,802 11,399 SH   SOLE   11,399 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107   2,763,396 11,372 SH   SOLE   11,372 0 0
CDW CORP COM 12514G108   2,753,456 12,301 SH   SOLE   12,301 0 0
DOLLAR GEN CORP NEW COM 256677105   2,715,872 20,539 SH   SOLE   20,539 0 0
VISTRA CORP COM 92840M102   2,708,370 31,500 SH   SOLE   31,500 0 0
ON SEMICONDUCTOR CORP COM 682189105   2,687,914 39,211 SH   SOLE   39,211 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   2,678,562 30,941 SH   SOLE   30,941 0 0
CBRE GROUP INC CL A 12504L109   2,667,775 29,938 SH   SOLE   29,938 0 0
DEVON ENERGY CORP NEW COM 25179M103   2,601,502 54,884 SH   SOLE   54,884 0 0
HOWMET AEROSPACE INC COM 443201108   2,592,764 33,399 SH   SOLE   33,399 0 0
HALLIBURTON CO COM 406216101   2,589,980 76,672 SH   SOLE   76,672 0 0
KRAFT HEINZ CO COM 500754106   2,588,587 80,341 SH   SOLE   80,341 0 0
PPG INDS INC COM 693506107   2,581,500 20,506 SH   SOLE   20,506 0 0
HERSHEY CO COM 427866108   2,578,032 14,024 SH   SOLE   14,024 0 0
IRON MTN INC DEL COM 46284V101   2,572,452 28,704 SH   SOLE   28,704 0 0
VEEVA SYS INC CL A COM 922475108   2,570,741 14,047 SH   SOLE   14,047 0 0
ATLASSIAN CORPORATION CL A 049468101   2,553,970 14,439 SH   SOLE   14,439 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104   2,530,190 25,166 SH   SOLE   25,166 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   2,526,576 119,347 SH   SOLE   119,347 0 0
RESMED INC COM 761152107   2,523,681 13,184 SH   SOLE   13,184 0 0
ARCHER DANIELS MIDLAND CO COM 039483102   2,519,858 41,685 SH   SOLE   41,685 0 0
EDISON INTL COM 281020107   2,511,555 34,975 SH   SOLE   34,975 0 0
NETAPP INC COM 64110D104   2,436,896 18,920 SH   SOLE   18,920 0 0
WABTEC COM 929740108   2,397,144 15,167 SH   SOLE   15,167 0 0
CHURCH & DWIGHT CO INC COM 171340102   2,390,446 23,056 SH   SOLE   23,056 0 0
PINTEREST INC CL A 72352L106   2,359,684 53,544 SH   SOLE   53,544 0 0
TARGA RES CORP COM 87612G101   2,336,713 18,145 SH   SOLE   18,145 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107   2,315,887 33,399 SH   SOLE   33,399 0 0
LAUDER ESTEE COS INC CL A 518439104   2,312,817 21,737 SH   SOLE   21,737 0 0
EBAY INC. COM 278642103   2,298,249 42,782 SH   SOLE   42,782 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103   2,293,107 17,754 SH   SOLE   17,754 0 0
GARMIN LTD SHS H2906T109   2,290,004 14,056 SH   SOLE   14,056 0 0
GLOBAL PMTS INC COM 37940X102   2,289,082 23,672 SH   SOLE   23,672 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   2,268,910 14,592 SH   SOLE   14,592 0 0
PRICE T ROWE GROUP INC COM 74144T108   2,261,921 19,616 SH   SOLE   19,616 0 0
WESTERN DIGITAL CORP. COM 958102105   2,256,128 29,776 SH   SOLE   29,776 0 0
CLOUDFLARE INC CL A COM 18915M107   2,252,645 27,196 SH   SOLE   27,196 0 0
SPDR SER TR PORTFOLIO S&P600 78468R853   2,237,263 53,871 SH   SOLE   53,871 0 0
FORTIVE CORP COM 34959J108   2,223,519 30,007 SH   SOLE   30,007 0 0
CARDINAL HEALTH INC COM 14149Y108   2,171,987 22,091 SH   SOLE   22,091 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100   2,158,759 22,567 SH   SOLE   22,567 0 0
M & T BK CORP COM 55261F104   2,156,123 14,245 SH   SOLE   14,245 0 0
INVITATION HOMES INC COM 46187W107   2,150,924 59,931 SH   SOLE   59,931 0 0
RAYMOND JAMES FINL INC COM 754730109   2,143,027 17,337 SH   SOLE   17,337 0 0
FIFTH THIRD BANCORP COM 316773100   2,132,512 58,441 SH   SOLE   58,441 0 0
NASDAQ INC COM 631103108   2,130,191 35,350 SH   SOLE   35,350 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   2,128,388 10,804 SH   SOLE   10,804 0 0
DOVER CORP COM 260003108   2,123,716 11,769 SH   SOLE   11,769 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101   2,113,757 22,201 SH   SOLE   22,201 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101   2,108,623 15,821 SH   SOLE   15,821 0 0
TERADYNE INC COM 880770102   2,081,843 14,039 SH   SOLE   14,039 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104   2,078,228 10,587 SH   SOLE   10,587 0 0
DOLLAR TREE INC COM 256746108   2,067,815 19,367 SH   SOLE   19,367 0 0
ENTERGY CORP NEW COM 29364G103   2,063,281 19,283 SH   SOLE   19,283 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   2,044,002 14,947 SH   SOLE   14,947 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104   2,028,324 71,445 SH   SOLE   71,445 0 0
VENTAS INC COM 92276F100   2,020,413 39,415 SH   SOLE   39,415 0 0
VERALTO CORP COM SHS 92338C103   2,016,613 21,123 SH   SOLE   21,123 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102   2,001,836 18,445 SH   SOLE   18,445 0 0
PTC INC COM 69370C100   1,992,557 10,968 SH   SOLE   10,968 0 0
STATE STR CORP COM 857477103   1,959,742 26,483 SH   SOLE   26,483 0 0
PULTE GROUP INC COM 745867101   1,905,060 17,303 SH   SOLE   17,303 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   1,884,574 18,249 SH   SOLE   18,249 0 0
ENTEGRIS INC COM 29362U104   1,867,166 13,790 SH   SOLE   13,790 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106   1,842,645 11,973 SH   SOLE   11,973 0 0
BROWN & BROWN INC COM 115236101   1,832,816 20,499 SH   SOLE   20,499 0 0
EVERSOURCE ENERGY COM 30040W108   1,806,270 31,851 SH   SOLE   31,851 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109   1,803,677 15,420 SH   SOLE   15,420 0 0
CENTERPOINT ENERGY INC COM 15189T107   1,783,054 57,555 SH   SOLE   57,555 0 0
PURE STORAGE INC CL A 74624M102   1,782,919 27,767 SH   SOLE   27,767 0 0
COTERRA ENERGY INC COM 127097103   1,718,481 64,435 SH   SOLE   64,435 0 0
GODADDY INC CL A 380237107   1,701,109 12,176 SH   SOLE   12,176 0 0
SYNCHRONY FINANCIAL COM 87165B103   1,698,179 35,986 SH   SOLE   35,986 0 0
STEEL DYNAMICS INC COM 858119100   1,697,875 13,111 SH   SOLE   13,111 0 0
MCCORMICK & CO INC COM NON VTG 579780206   1,668,083 23,514 SH   SOLE   23,514 0 0
MID-AMER APT CMNTYS INC COM 59522J103   1,650,140 11,571 SH   SOLE   11,571 0 0
BALL CORP COM 058498106   1,645,748 27,420 SH   SOLE   27,420 0 0
HUNTINGTON BANCSHARES INC COM 446150104   1,640,475 124,467 SH   SOLE   124,467 0 0
CMS ENERGY CORP COM 125896100   1,609,691 27,040 SH   SOLE   27,040 0 0
ATMOS ENERGY CORP COM 049560105   1,604,287 13,753 SH   SOLE   13,753 0 0
CLOROX CO DEL COM 189054109   1,584,280 11,609 SH   SOLE   11,609 0 0
ROBLOX CORP CL A 771049103   1,583,137 42,546 SH   SOLE   42,546 0 0
OMNICOM GROUP INC COM 681919106   1,580,245 17,617 SH   SOLE   17,617 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100   1,579,974 78,841 SH   SOLE   78,841 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   1,569,071 14,722 SH   SOLE   14,722 0 0
HOLOGIC INC COM 436440101   1,567,492 21,111 SH   SOLE   21,111 0 0
SNAP INC CL A 83304A106   1,564,978 94,219 SH   SOLE   94,219 0 0
PRINCIPAL FINANCIAL GROUP IN COM 74251V102   1,564,921 19,948 SH   SOLE   19,948 0 0
COOPER COS INC COM 216648501   1,560,488 17,875 SH   SOLE   17,875 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104   1,551,218 208,497 SH   SOLE   208,497 0 0
APTIV PLC SHS G6095L109   1,551,071 22,026 SH   SOLE   22,026 0 0
CINCINNATI FINL CORP COM 172062101   1,550,535 13,129 SH   SOLE   13,129 0 0
GENUINE PARTS CO COM 372460105   1,540,193 11,135 SH   SOLE   11,135 0 0
TYSON FOODS INC CL A 902494103   1,531,066 26,795 SH   SOLE   26,795 0 0
BAXTER INTL INC COM 071813109   1,521,005 45,471 SH   SOLE   45,471 0 0
NRG ENERGY INC COM NEW 629377508   1,513,910 19,444 SH   SOLE   19,444 0 0
EXPEDITORS INTL WASH INC COM 302130109   1,509,959 12,100 SH   SOLE   12,100 0 0
NORTHERN TR CORP COM 665859104   1,499,463 17,855 SH   SOLE   17,855 0 0
ILLUMINA INC COM 452327109   1,485,641 14,233 SH   SOLE   14,233 0 0
SUN CMNTYS INC COM 866674104   1,484,875 12,339 SH   SOLE   12,339 0 0
EXPEDIA GROUP INC COM NEW 30212P303   1,482,020 11,763 SH   SOLE   11,763 0 0
KELLANOVA COM 487836108   1,478,973 25,641 SH   SOLE   25,641 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300   1,471,935 78,629 SH   SOLE   78,629 0 0
BUNGE GLOBAL SA COM SHS H11356104   1,451,645 13,596 SH   SOLE   13,596 0 0
MARATHON OIL CORP COM 565849106   1,437,313 50,133 SH   SOLE   50,133 0 0
CITIZENS FINL GROUP INC COM 174610105   1,424,590 39,539 SH   SOLE   39,539 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101   1,389,977 16,883 SH   SOLE   16,883 0 0
QUEST DIAGNOSTICS INC COM 74834L100   1,379,477 10,078 SH   SOLE   10,078 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103   1,375,900 70,199 SH   SOLE   70,199 0 0
OKTA INC CL A 679295105   1,375,225 14,691 SH   SOLE   14,691 0 0
BERKLEY W R CORP COM 084423102   1,356,291 17,260 SH   SOLE   17,260 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101   1,346,277 22,745 SH   SOLE   22,745 0 0
APPLOVIN CORP COM CL A 03831W108   1,345,418 16,167 SH   SOLE   16,167 0 0
TRANSUNION COM 89400J107   1,321,680 17,822 SH   SOLE   17,822 0 0
GEN DIGITAL INC COM 668771108   1,313,873 52,597 SH   SOLE   52,597 0 0
KIMCO RLTY CORP COM 49446R109   1,300,667 66,838 SH   SOLE   66,838 0 0
AVANTOR INC COM 05352A100   1,285,250 60,625 SH   SOLE   60,625 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100   1,279,283 20,413 SH   SOLE   20,413 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   1,278,536 17,797 SH   SOLE   17,797 0 0
LAS VEGAS SANDS CORP COM 517834107   1,276,790 28,854 SH   SOLE   28,854 0 0
BEST BUY INC COM 086516101   1,275,476 15,132 SH   SOLE   15,132 0 0
CONAGRA BRANDS INC COM 205887102   1,271,227 44,730 SH   SOLE   44,730 0 0
UDR INC COM 902653104   1,270,095 30,865 SH   SOLE   30,865 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   1,263,351 33,098 SH   SOLE   33,098 0 0
HOST HOTELS & RESORTS INC COM 44107P104   1,257,665 69,948 SH   SOLE   69,948 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101   1,252,472 13,904 SH   SOLE   13,904 0 0
INTERNATIONAL PAPER CO COM 460146103   1,238,923 28,712 SH   SOLE   28,712 0 0
EQT CORP COM 26884L109   1,237,869 33,474 SH   SOLE   33,474 0 0
CF INDS HLDGS INC COM 125269100   1,231,504 16,615 SH   SOLE   16,615 0 0
AMCOR PLC ORD G0250X107   1,229,268 125,692 SH   SOLE   125,692 0 0
ROLLINS INC COM 775711104   1,209,894 24,798 SH   SOLE   24,798 0 0
RPM INTL INC COM 749685103   1,206,877 11,208 SH   SOLE   11,208 0 0
JABIL INC COM 466313103   1,206,699 11,092 SH   SOLE   11,092 0 0
AMERICAN HOMES 4 RENT CL A 02665T306   1,198,559 32,254 SH   SOLE   32,254 0 0
GAMING & LEISURE PPTYS INC COM 36467J108   1,196,980 26,476 SH   SOLE   26,476 0 0
WP CAREY INC COM 92936U109   1,193,539 21,681 SH   SOLE   21,681 0 0
TRIMBLE INC COM 896239100   1,187,797 21,241 SH   SOLE   21,241 0 0
LOEWS CORP COM 540424108   1,186,647 15,877 SH   SOLE   15,877 0 0
NISOURCE INC COM 65473P105   1,175,045 40,786 SH   SOLE   40,786 0 0
EQUITABLE HLDGS INC COM 29452E101   1,174,112 28,735 SH   SOLE   28,735 0 0
ENPHASE ENERGY INC COM 29355A107   1,166,308 11,697 SH   SOLE   11,697 0 0
REVVITY INC COM 714046109   1,159,856 11,061 SH   SOLE   11,061 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   1,147,659 12,243 SH   SOLE   12,243 0 0
VIATRIS INC COM 92556V106   1,143,001 107,526 SH   SOLE   107,526 0 0
GRACO INC COM 384109104   1,142,583 14,412 SH   SOLE   14,412 0 0
LAMB WESTON HLDGS INC COM 513272104   1,135,837 13,509 SH   SOLE   13,509 0 0
CAMDEN PPTY TR SH BEN INT 133131102   1,129,834 10,355 SH   SOLE   10,355 0 0
KEYCORP COM 493267108   1,121,510 78,924 SH   SOLE   78,924 0 0
WESTROCK CO COM 96145D105   1,121,150 22,307 SH   SOLE   22,307 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108   1,118,412 17,172 SH   SOLE   17,172 0 0
MASCO CORP COM 574599106   1,116,122 16,741 SH   SOLE   16,741 0 0
DYNATRACE INC COM NEW 268150109   1,093,625 24,444 SH   SOLE   24,444 0 0
JUNIPER NETWORKS INC COM 48203R104   1,085,195 29,764 SH   SOLE   29,764 0 0
PENTAIR PLC SHS G7S00T104   1,082,120 14,114 SH   SOLE   14,114 0 0
TRADEWEB MKTS INC CL A 892672106   1,077,808 10,168 SH   SOLE   10,168 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303   1,069,103 21,633 SH   SOLE   21,633 0 0
REGENCY CTRS CORP COM 758849103   1,057,773 17,006 SH   SOLE   17,006 0 0
STANLEY BLACK & DECKER INC COM 854502101   1,045,840 13,091 SH   SOLE   13,091 0 0
ROBINHOOD MKTS INC COM CL A 770700102   1,045,455 46,035 SH   SOLE   46,035 0 0
OVINTIV INC COM 69047Q102   1,040,936 22,209 SH   SOLE   22,209 0 0
INCYTE CORP COM 45337C102   1,040,421 17,163 SH   SOLE   17,163 0 0
AECOM COM 00766T100   1,023,394 11,611 SH   SOLE   11,611 0 0
BIO-TECHNE CORP COM 09073M104   1,012,844 14,136 SH   SOLE   14,136 0 0
EASTMAN CHEM CO COM 277432100   1,010,169 10,311 SH   SOLE   10,311 0 0
DOCUSIGN INC COM 256163106   1,008,368 18,848 SH   SOLE   18,848 0 0
INTERPUBLIC GROUP COS INC COM 460690100   991,096 34,070 SH   SOLE   34,070 0 0
ALBEMARLE CORP COM 012653101   974,877 10,206 SH   SOLE   10,206 0 0
ALLY FINL INC COM 02005N100   951,842 23,994 SH   SOLE   23,994 0 0
APA CORPORATION COM 03743Q108   939,048 31,897 SH   SOLE   31,897 0 0
NEWS CORP NEW CL A 65249B109   932,666 33,829 SH   SOLE   33,829 0 0
CATALENT INC COM 148806102   915,199 16,276 SH   SOLE   16,276 0 0
TWILIO INC CL A 90138F102   901,575 15,870 SH   SOLE   15,870 0 0
MOLSON COORS BEVERAGE CO CL B 60871R209   900,758 17,721 SH   SOLE   17,721 0 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104   900,456 34,147 SH   SOLE   34,147 0 0
BOSTON PROPERTIES INC COM 101121101   890,096 14,459 SH   SOLE   14,459 0 0
ESSENTIAL UTILS INC COM 29670G102   864,376 23,155 SH   SOLE   23,155 0 0
SMITH A O CORP COM 831865209   856,727 10,476 SH   SOLE   10,476 0 0
HORMEL FOODS CORP COM 440452100   839,268 27,526 SH   SOLE   27,526 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108   829,632 68,593 SH   SOLE   68,593 0 0
TOAST INC CL A 888787108   826,650 32,078 SH   SOLE   32,078 0 0
CARLYLE GROUP INC COM 14316J108   826,207 20,578 SH   SOLE   20,578 0 0
CARMAX INC COM 143130102   825,735 11,259 SH   SOLE   11,259 0 0
MOSAIC CO NEW COM 61945C103   821,858 28,438 SH   SOLE   28,438 0 0
CAMPBELL SOUP CO COM 134429109   801,399 17,734 SH   SOLE   17,734 0 0
LKQ CORP COM 501889208   797,571 19,177 SH   SOLE   19,177 0 0
CROWN HLDGS INC COM 228368106   784,071 10,540 SH   SOLE   10,540 0 0
CELSIUS HLDGS INC COM NEW 15118V207   783,389 13,722 SH   SOLE   13,722 0 0
BROWN FORMAN CORP CL B 115637209   761,094 17,622 SH   SOLE   17,622 0 0
FOX CORP CL A COM 35137L105   739,883 21,527 SH   SOLE   21,527 0 0
MATCH GROUP INC NEW COM 57667L107   732,462 24,110 SH   SOLE   24,110 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104   731,834 12,620 SH   SOLE   12,620 0 0
HENRY SCHEIN INC COM 806407102   730,163 11,391 SH   SOLE   11,391 0 0
MGM RESORTS INTERNATIONAL COM 552953101   725,350 16,322 SH   SOLE   16,322 0 0
BENTLEY SYS INC COM CL B 08265T208   718,385 14,554 SH   SOLE   14,554 0 0
HF SINCLAIR CORP COM 403949100   713,423 13,375 SH   SOLE   13,375 0 0
ROKU INC COM CL A 77543R102   680,146 11,349 SH   SOLE   11,349 0 0
SOLVENTUM CORP COM SHS 83444M101   677,393 12,810 SH   SOLE   12,810 0 0
DAYFORCE INC COM 15677J108   672,576 13,560 SH   SOLE   13,560 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104   671,174 13,445 SH   SOLE   13,445 0 0
EXACT SCIENCES CORP COM 30063P105   669,240 15,840 SH   SOLE   15,840 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101   660,877 42,942 SH   SOLE   42,942 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200   656,326 14,148 SH   SOLE   14,148 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103   645,797 48,122 SH   SOLE   48,122 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   639,064 13,471 SH   SOLE   13,471 0 0
COREBRIDGE FINL INC COM 21871X109   636,010 21,841 SH   SOLE   21,841 0 0
SAMSARA INC COM CL A 79589L106   626,517 18,591 SH   SOLE   18,591 0 0
ALBERTSONS COS INC COMMON STOCK 013091103   624,752 31,633 SH   SOLE   31,633 0 0
BATH & BODY WORKS INC COM 070830104   579,463 14,839 SH   SOLE   14,839 0 0
FRANKLIN RESOURCES INC COM 354613101   565,209 25,289 SH   SOLE   25,289 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100   553,221 13,921 SH   SOLE   13,921 0 0
CONFLUENT INC CLASS A COM 20717M103   550,528 18,643 SH   SOLE   18,643 0 0
UIPATH INC CL A 90364P105   509,495 40,181 SH   SOLE   40,181 0 0
PARAMOUNT GLOBAL CLASS B COM 92556H206   497,213 47,855 SH   SOLE   47,855 0 0
FOX CORP CL B COM 35137L204   407,134 12,715 SH   SOLE   12,715 0 0
UNITY SOFTWARE INC COM 91332U101   403,069 24,789 SH   SOLE   24,789 0 0
SOUTHWEST AIRLS CO COM 844741108   347,068 12,131 SH   SOLE   12,131 0 0
BURFORD CAP LTD ORD SHS G17977110   275,329 26,993 SH   SOLE   26,993 0 0