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
10X GENOMICS INC CL A COM 88025U109 BBG007WX14Y9 354,362 24,677 SH   SOLE   24,677 0 0
ACADIA HEALTHCARE COMPANY IN COM 00404A109 BBG001SNNWL7 483,611 12,197 SH   SOLE   12,197 0 0
ACUITY BRANDS INC COM 00508Y102 BBG001SBG656 1,065,106 3,646 SH   SOLE   3,646 0 0
ADOBE INC COM 00724F101 BBG001S5NCQ5 920,488 2,070 SH   SOLE   2,070 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 BBG001SH4LQ0 2,187,268 18,921 SH   SOLE   18,921 0 0
ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 1,938,680 16,050 SH   SOLE   16,050 0 0
AECOM COM 00766T100 BBG001SKTTF1 863,212 8,081 SH   SOLE   8,081 0 0
AFLAC INC COM 001055102 BBG001S5NGJ4 4,049,883 39,152 SH   SOLE   39,152 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 BBG001SCTQY4 834,520 6,212 SH   SOLE   6,212 0 0
AIR PRODS & CHEMS INC COM 009158106 BBG001S5NSB6 247,694 854 SH   SOLE   854 0 0
AIRBNB INC COM CL A 009066101 BBG001Y2XS16 2,956,331 22,497 SH   SOLE   22,497 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 BBG001S7YHX0 2,890,734 30,222 SH   SOLE   30,222 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 BBG001V0T5F3 467,468 4,326 SH   SOLE   4,326 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 BBG001S7FTC8 2,987,966 12,698 SH   SOLE   12,698 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 1,183,125 6,250 SH   SOLE   6,250 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 258,222 1,177 SH   SOLE   1,177 0 0
AMC ENTMT HLDGS INC CL A NEW 00165C302 BBG001SZYYL4 74,796 18,793 SH   SOLE   18,793 0 0
AMERICAN ELEC PWR CO INC COM 025537101 BBG001S5NFD2 451,097 4,891 SH   SOLE   4,891 0 0
AMERIPRISE FINL INC COM 03076C106 BBG001SK6096 6,398,744 12,018 SH   SOLE   12,018 0 0
AMETEK INC COM 031100100 BBG001S5NN54 470,659 2,611 SH   SOLE   2,611 0 0
AMGEN INC COM 031162100 BBG001S5NNL6 3,076,855 11,805 SH   SOLE   11,805 0 0
AMN HEALTHCARE SVCS INC COM 001744101 BBG001S6Q193 728,890 30,472 SH   SOLE   30,472 0 0
ANALOG DEVICES INC COM 032654105 BBG001S5ND38 2,086,570 9,821 SH   SOLE   9,821 0 0
API GROUP CORP COM STK 00187Y100 BBG00HVV7984 787,024 21,880 SH   SOLE   21,880 0 0
APOLLO GLOBAL MGMT INC COM 03769M106 BBG00ZNLTFL2 14,967,955 90,627 SH   SOLE   90,627 0 0
APPLE INC COM 037833100 BBG001S5N8V8 6,619,602 26,434 SH   SOLE   26,434 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105 BBG001S5NK14 2,263,949 9,454 SH   SOLE   9,454 0 0
APPLIED MATLS INC COM 038222105 BBG001S5NMM7 13,635,224 83,842 SH   SOLE   83,842 0 0
APPLOVIN CORP COM CL A 03831W108 BBG006HFPX86 12,214,220 37,718 SH   SOLE   37,718 0 0
APTARGROUP INC COM 038336103 BBG001S78MT3 383,795 2,443 SH   SOLE   2,443 0 0
ARCELLX INC COMMON STOCK 03940C100 BBG00QHJM4W4 311,668 4,064 SH   SOLE   4,064 0 0
ARCHER AVIATION INC COM CL A 03945R102 BBG00XRTC929 448,568 46,007 SH   SOLE   46,007 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 BBG001S5ND74 4,179,722 82,734 SH   SOLE   82,734 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 BBG0068KVVC7 4,245,356 23,981 SH   SOLE   23,981 0 0
ARISTA NETWORKS INC COM SHS 040413205 BBG001T51KQ0 9,831,865 88,952 SH   SOLE   88,952 0 0
ASANA INC CL A 04342Y104 BBG00WYHL741 721,430 35,591 SH   SOLE   35,591 0 0
ASHLAND INC COM 044186104 BBG00D0Y81N0 957,278 13,396 SH   SOLE   13,396 0 0
ASPEN TECHNOLOGY INC COM 29109X106 BBG017J18WC8 1,815,559 7,273 SH   SOLE   7,273 0 0
AST SPACEMOBILE INC COM CL A 00217D100 BBG00Q402TS1 3,824,755 181,268 SH   SOLE   181,268 0 0
ATKORE INC COM 047649108 BBG001T8LDZ8 234,161 2,806 SH   SOLE   2,806 0 0
AURORA INNOVATION INC CLASS A COM 051774107 BBG00Z92Y6Y0 94,928 15,068 SH   SOLE   15,068 0 0
AUTOLIV INC COM 052800109 BBG001S9YRV6 618,826 6,598 SH   SOLE   6,598 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 BBG001S82KF6 5,692,720 19,447 SH   SOLE   19,447 0 0
AUTOZONE INC COM 053332102 BBG001S6Q5D9 9,058,458 2,829 SH   SOLE   2,829 0 0
AVERY DENNISON CORP COM 053611109 BBG001S5NZM8 2,493,694 13,326 SH   SOLE   13,326 0 0
AVIDITY BIOSCIENCES INC COM 05370A108 BBG00FQ7LXX0 546,326 18,787 SH   SOLE   18,787 0 0
AXCELIS TECHNOLOGIES INC COM NEW 054540208 BBG001SF8W86 903,768 12,935 SH   SOLE   12,935 0 0
AXON ENTERPRISE INC COM 05464C101 BBG001SB2HG5 9,517,440 16,014 SH   SOLE   16,014 0 0
BAKER HUGHES COMPANY CL A 05722G100 BBG00GBVBK60 5,376,204 131,063 SH   SOLE   131,063 0 0
BANK NEW YORK MELLON CORP COM 064058100 BBG001S5P6Q6 382,460 4,978 SH   SOLE   4,978 0 0
BARRICK GOLD CORP COM 067901108 BBG001S5N9P3 3,772,514 243,388 SH   SOLE   243,388 0 0
BAXTER INTL INC COM 071813109 BBG001S5P1K3 393,631 13,499 SH   SOLE   13,499 0 0
BCE INC COM NEW 05534B760 BBG001S5P2C0 501,893 21,652 SH   SOLE   21,652 0 0
BELLRING BRANDS INC COMMON STOCK 07831C103 BBG013QNJHW0 973,167 12,917 SH   SOLE   12,917 0 0
BENTLEY SYS INC COM CL B 08265T208 BBG001SBWGV7 647,355 13,862 SH   SOLE   13,862 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 5,852,298 12,911 SH   SOLE   12,911 0 0
BERRY GLOBAL GROUP INC COM 08579W103 BBG001T6B4W6 1,119,955 17,318 SH   SOLE   17,318 0 0
BHP GROUP LTD SPONSORED ADS 088606108 BBG001S5P5K4 1,189,352 24,357 SH   SOLE   24,357 0 0
BIOGEN INC COM 09062X103 BBG001S67826 2,979,799 19,486 SH   SOLE   19,486 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 BBG001S76R05 211,979 3,225 SH   SOLE   3,225 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 BBG00FQ8T4M6 935,763 10,473 SH   SOLE   10,473 0 0
BLACKSTONE INC COM 09260D107 BBG001S7H949 12,135,954 70,386 SH   SOLE   70,386 0 0
BLOCK H & R INC COM 093671105 BBG001S5S031 1,074,079 20,327 SH   SOLE   20,327 0 0
BLOOMIN BRANDS INC COM 094235108 BBG002VZ69Q9 246,215 20,165 SH   SOLE   20,165 0 0
BLUE OWL CAPITAL CORPORATION COM 69121K104 BBG00DB0XYD3 156,915 10,378 SH   SOLE   10,378 0 0
BLUE OWL CAPITAL INC COM CL A 09581B103 BBG00XV417S7 2,909,570 125,089 SH   SOLE   125,089 0 0
BOOKING HOLDINGS INC COM 09857L108 BBG001S89N72 15,337,513 3,087 SH   SOLE   3,087 0 0
BORGWARNER INC COM 099724106 BBG001S7F4D2 275,619 8,670 SH   SOLE   8,670 0 0
BOX INC CL A 10316T104 BBG001T5R852 523,612 16,570 SH   SOLE   16,570 0 0
BP PLC SPONSORED ADR 055622104 BBG001S5W4F5 4,424,777 149,688 SH   SOLE   149,688 0 0
BRINKER INTL INC COM 109641100 BBG001S5RFV8 802,471 6,066 SH   SOLE   6,066 0 0
BROWN & BROWN INC COM 115236101 BBG001S5XFN0 580,392 5,689 SH   SOLE   5,689 0 0
BRUKER CORP COM 116794108 BBG001SF69P0 413,447 7,053 SH   SOLE   7,053 0 0
BUCKLE INC COM 118440106 BBG001S5P6T3 279,760 5,506 SH   SOLE   5,506 0 0
CABOT CORP COM 127055101 BBG001S5PK58 441,301 4,833 SH   SOLE   4,833 0 0
CACI INTL INC CL A 127190304 BBG001SF9NK1 806,504 1,996 SH   SOLE   1,996 0 0
CANADIAN NATL RY CO COM 136375102 BBG001S8WVQ7 3,319,986 32,706 SH   SOLE   32,706 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108 BBG001S7F4Z8 1,749,689 24,177 SH   SOLE   24,177 0 0
CARLISLE COS INC COM 142339100 BBG001S5Q6R4 2,917,524 7,910 SH   SOLE   7,910 0 0
CARPENTER TECHNOLOGY CORP COM 144285103 BBG001S5Q5M1 545,618 3,215 SH   SOLE   3,215 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 BBG00RP5HZM1 4,640,042 67,976 SH   SOLE   67,976 0 0
CATERPILLAR INC COM 149123101 BBG001S5PJ06 4,465,938 12,311 SH   SOLE   12,311 0 0
CAVA GROUP INC COM 148929102 BBG00GBR8762 6,193,171 54,904 SH   SOLE   54,904 0 0
CDW CORP COM 12514G108 BBG001V18TB6 5,860,623 33,674 SH   SOLE   33,674 0 0
CELANESE CORP DEL COM 150870103 BBG001SJDDG5 5,242,311 75,745 SH   SOLE   75,745 0 0
CELESTICA INC COM 15101Q207 BBG001S9CXM7 2,078,411 22,518 SH   SOLE   22,518 0 0
CF INDS HLDGS INC COM 125269100 BBG001SJ8KV8 2,191,785 25,689 SH   SOLE   25,689 0 0
CHARLES RIV LABS INTL INC COM 159864107 BBG001S7Q271 1,672,476 9,060 SH   SOLE   9,060 0 0
CHEESECAKE FACTORY INC COM 163072101 BBG001S71Q75 203,186 4,283 SH   SOLE   4,283 0 0
CHEMOURS CO COM 163851108 BBG005H82GC1 263,387 15,585 SH   SOLE   15,585 0 0
CHENIERE ENERGY INC COM NEW 16411R208 BBG001S7W158 7,904,638 36,788 SH   SOLE   36,788 0 0
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 4,709,907 32,518 SH   SOLE   32,518 0 0
CHORD ENERGY CORPORATION COM NEW 674215207 BBG00Y7BLJF2 2,216,569 18,958 SH   SOLE   18,958 0 0
CIRRUS LOGIC INC COM 172755100 BBG001S67J86 1,711,880 17,191 SH   SOLE   17,191 0 0
CLEAR SECURE INC COM CL A 18467V109 BBG011C0FSZ6 525,447 19,724 SH   SOLE   19,724 0 0
CLEARWATER ANALYTICS HLDGS I CL A 185123106 BBG012C765M3 1,482,035 53,853 SH   SOLE   53,853 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101 BBG001S5PW43 99,913 10,629 SH   SOLE   10,629 0 0
CNX RES CORP COM 12653C108 BBG001SC7TN4 1,980,437 54,007 SH   SOLE   54,007 0 0
COCA COLA CO COM 191216100 BBG001S5SMQ8 1,299,491 20,872 SH   SOLE   20,872 0 0
COGNEX CORP COM 192422103 BBG001S5TC16 502,901 14,024 SH   SOLE   14,024 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 BBG001S5STN6 728,935 9,479 SH   SOLE   9,479 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 BBG00ZGF7799 5,394,814 21,727 SH   SOLE   21,727 0 0
COLGATE PALMOLIVE CO COM 194162103 BBG001S5PVM5 2,776,755 30,544 SH   SOLE   30,544 0 0
COLLEGIUM PHARMACEUTICAL INC COM 19459J104 BBG001T535S9 223,384 7,797 SH   SOLE   7,797 0 0
CONSOLIDATED EDISON INC COM 209115104 BBG001S5QRL4 1,797,628 20,146 SH   SOLE   20,146 0 0
CONSTELLATION BRANDS INC CL A 21036P108 BBG001SD31G5 9,630,296 43,576 SH   SOLE   43,576 0 0
COREBRIDGE FINL INC COM 21871X109 BBG016HJ8836 1,859,671 62,134 SH   SOLE   62,134 0 0
COSTAR GROUP INC COM 22160N109 BBG001SD3DY9 655,693 9,159 SH   SOLE   9,159 0 0
COTERRA ENERGY INC COM 127097103 BBG001S6H6Y4 500,329 19,590 SH   SOLE   19,590 0 0
CRESCENT ENERGY COMPANY CL A COM 44952J104 BBG013THLJ08 1,018,668 69,724 SH   SOLE   69,724 0 0
CSW INDUSTRIALS INC COM 126402106 BBG007NLG4M2 202,154 573 SH   SOLE   573 0 0
CUBESMART COM 229663109 BBG001SHP0D7 284,096 6,630 SH   SOLE   6,630 0 0
D R HORTON INC COM 23331A109 BBG001S8M692 10,433,508 74,621 SH   SOLE   74,621 0 0
DANAHER CORPORATION COM 235851102 BBG001S5QGT0 1,858,666 8,097 SH   SOLE   8,097 0 0
DATADOG INC CL A COM 23804L103 BBG003NJHZW5 4,643,353 32,496 SH   SOLE   32,496 0 0
DECKERS OUTDOOR CORP COM 243537107 BBG001S7GXB9 3,054,880 15,042 SH   SOLE   15,042 0 0
DEERE & CO COM 244199105 BBG001S5QFF7 1,769,371 4,176 SH   SOLE   4,176 0 0
DOLLAR GEN CORP NEW COM 256677105 BBG001T5BM30 7,057,326 93,080 SH   SOLE   93,080 0 0
DOVER CORP COM 260003108 BBG001S5QL46 1,988,185 10,598 SH   SOLE   10,598 0 0
DOW INC COM 260557103 BBG00BN96931 7,546,808 188,059 SH   SOLE   188,059 0 0
DT MIDSTREAM INC COMMON STOCK 23345M107 BBG0112Z58K1 1,995,063 20,065 SH   SOLE   20,065 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 BBG001S5QNR7 312,123 2,897 SH   SOLE   2,897 0 0
DUOLINGO INC CL A COM 26603R106 BBG003D4V960 4,051,254 12,495 SH   SOLE   12,495 0 0
DUPONT DE NEMOURS INC COM 26614N102 BBG00BN961H3 206,256 2,705 SH   SOLE   2,705 0 0
DUTCH BROS INC CL A 26701L100 BBG01282ZJ56 1,078,295 20,586 SH   SOLE   20,586 0 0
DYNE THERAPEUTICS INC COM 26818M108 BBG00NSGPJF8 217,577 9,235 SH   SOLE   9,235 0 0
EAST WEST BANCORP INC COM 27579R104 BBG001SCC7R2 1,072,320 11,198 SH   SOLE   11,198 0 0
ECOPETROL S A SPONSORED ADS 279158109 BBG001T3G3D1 105,178 13,280 SH   SOLE   13,280 0 0
ELECTRONIC ARTS INC COM 285512109 BBG001S5T5C9 5,202,721 35,562 SH   SOLE   35,562 0 0
ELEVANCE HEALTH INC COM 036752103 BBG001S6KBQ8 5,557,110 15,064 SH   SOLE   15,064 0 0
ENCOMPASS HEALTH CORP COM 29261A100 BBG001S5Q5B3 1,095,640 11,864 SH   SOLE   11,864 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100 BBG001SDHNW4 2,121,675 108,304 SH   SOLE   108,304 0 0
ENSIGN GROUP INC COM 29358P101 BBG001SPNL09 227,456 1,712 SH   SOLE   1,712 0 0
ENTEGRIS INC COM 29362U104 BBG001SF9YL6 1,592,092 16,072 SH   SOLE   16,072 0 0
EPAM SYS INC COM 29414B104 BBG001SKDJH8 340,442 1,456 SH   SOLE   1,456 0 0
EQT CORP COM 26884L109 BBG001S5QXJ4 708,203 15,359 SH   SOLE   15,359 0 0
ESAB CORPORATION COM 29605J106 BBG0028ZMP54 488,875 4,076 SH   SOLE   4,076 0 0
EVGO INC CL A COM 30052F100 BBG00XP21PS8 56,380 13,921 SH   SOLE   13,921 0 0
EVOLENT HEALTH INC CL A 30050B101 BBG005CHLMB3 638,314 56,739 SH   SOLE   56,739 0 0
EXPAND ENERGY CORPORATION COM 165167735 BBG00Z6DX607 2,515,828 25,272 SH   SOLE   25,272 0 0
EXPEDITORS INTL WASH INC COM 302130109 BBG001S5QZZ1 2,910,482 26,275 SH   SOLE   26,275 0 0
FAIR ISAAC CORP COM 303250104 BBG001S8ZT61 400,177 201 SH   SOLE   201 0 0
FASTENAL CO COM 311900104 BBG001S5R1F7 414,417 5,763 SH   SOLE   5,763 0 0
FIGS INC CL A 30260D103 BBG004SK5VM8 250,893 40,532 SH   SOLE   40,532 0 0
FIRST INDL RLTY TR INC COM 32054K103 BBG001S81Z00 824,438 16,446 SH   SOLE   16,446 0 0
FIRST SOLAR INC COM 336433107 BBG001S991Z7 593,753 3,369 SH   SOLE   3,369 0 0
FLOWERS FOODS INC COM 343498101 BBG001S5R7L7 414,811 20,078 SH   SOLE   20,078 0 0
FLOWSERVE CORP COM 34354P105 BBG001SB3F87 399,591 6,947 SH   SOLE   6,947 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 BBG001S5W9K8 476,008 5,568 SH   SOLE   5,568 0 0
FORTUNE BRANDS INNOVATIONS I COM 34964C106 BBG001THLZ70 615,107 9,002 SH   SOLE   9,002 0 0
FOX FACTORY HLDG CORP COM 35138V102 BBG004T7VS71 673,538 22,251 SH   SOLE   22,251 0 0
FRANCO NEV CORP COM 351858105 BBG001STGSR5 232,828 1,980 SH   SOLE   1,980 0 0
GALLAGHER ARTHUR J & CO COM 363576109 BBG001S5NKC2 353,961 1,247 SH   SOLE   1,247 0 0
GAMESTOP CORP NEW CL A 36467W109 BBG001S5RLR0 3,426,026 109,318 SH   SOLE   109,318 0 0
GARTNER INC COM 366651107 BBG001S5SD60 389,029 803 SH   SOLE   803 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 BBG01BFR8YW0 1,487,687 19,029 SH   SOLE   19,029 0 0
GENERAL DYNAMICS CORP COM 369550108 BBG001S5RHP1 365,724 1,388 SH   SOLE   1,388 0 0
GENERAL MLS INC COM 370334104 BBG001S5RKR2 1,960,800 30,748 SH   SOLE   30,748 0 0
GENTEX CORP COM 371901109 BBG001S5RMR8 924,359 32,174 SH   SOLE   32,174 0 0
GENUINE PARTS CO COM 372460105 BBG001S5RNH7 3,074,524 26,332 SH   SOLE   26,332 0 0
GRACO INC COM 384109104 BBG001S5RK56 219,744 2,607 SH   SOLE   2,607 0 0
GRAINGER W W INC COM 384802104 BBG001S5RRD2 6,589,921 6,252 SH   SOLE   6,252 0 0
GRANITE CONSTR INC COM 387328107 BBG001S8WD96 327,948 3,739 SH   SOLE   3,739 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 BBG001S90195 387,057 14,251 SH   SOLE   14,251 0 0
GREEN PLAINS INC COM 393222104 BBG001SPVM17 108,489 11,444 SH   SOLE   11,444 0 0
GREENBRIER COS INC COM 393657101 BBG001S80QK9 233,409 3,827 SH   SOLE   3,827 0 0
GSK PLC SPONSORED ADR 37733W204 BBG001SD6SM6 1,100,198 32,531 SH   SOLE   32,531 0 0
GULFPORT ENERGY CORP COMMON SHARES 402635502 BBG0112Z8766 892,081 4,843 SH   SOLE   4,843 0 0
HALEON PLC SPON ADS 405552100 BBG018GZNDB0 118,344 12,405 SH   SOLE   12,405 0 0
HAMILTON LANE INC CL A 407497106 BBG00FX58Q75 1,852,994 12,516 SH   SOLE   12,516 0 0
HCA HEALTHCARE INC COM 40412C101 BBG001T8NTY2 7,308,653 24,350 SH   SOLE   24,350 0 0
HEALTHEQUITY INC COM 42226A107 BBG001T8JKN8 535,593 5,582 SH   SOLE   5,582 0 0
HERC HLDGS INC COM 42704L104 BBG001SNNBX0 243,289 1,285 SH   SOLE   1,285 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 BBG0058KMH49 6,685,925 27,051 SH   SOLE   27,051 0 0
HIMS & HERS HEALTH INC COM CL A 433000106 BBG00Q5LQWK9 3,364,381 139,139 SH   SOLE   139,139 0 0
HOLOGIC INC COM 436440101 BBG001S6HWB2 1,068,230 14,818 SH   SOLE   14,818 0 0
HOULIHAN LOKEY INC CL A 441593100 BBG001SFVN99 612,152 3,525 SH   SOLE   3,525 0 0
HSBC HLDGS PLC SPON ADR NEW 404280406 BBG001SCZVC0 671,420 13,575 SH   SOLE   13,575 0 0
HUBBELL INC COM 443510607 BBG001S5S1L9 1,130,584 2,699 SH   SOLE   2,699 0 0
HUMANA INC COM 444859102 BBG001S5S1X6 1,163,007 4,584 SH   SOLE   4,584 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 BBG001V0PDL3 765,517 4,051 SH   SOLE   4,051 0 0
HUT 8 CORP COM 44812J104 BBG00390LJJ8 1,502,921 73,349 SH   SOLE   73,349 0 0
ICU MED INC COM 44930G107 BBG001S712B3 488,475 3,148 SH   SOLE   3,148 0 0
ILLINOIS TOOL WKS INC COM 452308109 BBG001S5SDX0 2,135,989 8,424 SH   SOLE   8,424 0 0
INGERSOLL RAND INC COM 45687V106 BBG002R1CW36 2,821,176 31,187 SH   SOLE   31,187 0 0
INSIGHT ENTERPRISES INC COM 45765U103 BBG001S7LHJ0 228,606 1,503 SH   SOLE   1,503 0 0
INSTALLED BLDG PRODS INC COM 45780R101 BBG005TJKF09 585,686 3,342 SH   SOLE   3,342 0 0
INTAPP INC COM 45827U109 BBG002ZHMJ58 337,242 5,262 SH   SOLE   5,262 0 0
INTEL CORP COM 458140100 BBG001S5SF65 652,267 32,532 SH   SOLE   32,532 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 BBG001SQ4YC7 2,638,566 14,935 SH   SOLE   14,935 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 BBG001SDJ4R0 5,440,355 36,510 SH   SOLE   36,510 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 BBG001S5S5F7 296,263 3,504 SH   SOLE   3,504 0 0
INTUITIVE MACHINES INC CLASS A COM 46125A100 BBG00ZMYYP19 891,547 49,094 SH   SOLE   49,094 0 0
INVITATION HOMES INC COM 46187W107 BBG00FQH6CJ7 265,479 8,304 SH   SOLE   8,304 0 0
IONQ INC COM 46222L108 BBG00XZP0LC3 2,995,786 71,721 SH   SOLE   71,721 0 0
IQVIA HLDGS INC COM 46266C105 BBG00333FZ54 2,430,043 12,366 SH   SOLE   12,366 0 0
IRON MTN INC DEL COM 46284V101 BBG001SCQ2X1 5,132,101 48,826 SH   SOLE   48,826 0 0
ITAU UNIBANCO HLDG S A SPON ADR REP PFD 465562106 BBG001S65TL1 201,445 40,614 SH   SOLE   40,614 0 0
JABIL INC COM 466313103 BBG001S7RB70 430,693 2,993 SH   SOLE   2,993 0 0
JACKSON FINANCIAL INC COM CL A 46817M107 BBG00922Y611 1,345,038 15,446 SH   SOLE   15,446 0 0
JEFFERIES FINL GROUP INC COM 47233W109 BBG001S5SX02 818,418 10,439 SH   SOLE   10,439 0 0
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 3,084,166 21,326 SH   SOLE   21,326 0 0
KEURIG DR PEPPER INC COM 49271V100 BBG001ST5W34 638,160 19,868 SH   SOLE   19,868 0 0
KIMBERLY-CLARK CORP COM 494368103 BBG001S5SLZ0 2,278,917 17,391 SH   SOLE   17,391 0 0
KIRBY CORP COM 497266106 BBG001S5SKT9 845,448 7,991 SH   SOLE   7,991 0 0
KLA CORP COM NEW 482480100 BBG001S5SLM4 6,494,017 10,306 SH   SOLE   10,306 0 0
KODIAK GAS SVCS INC COM 50012A108 BBG01G4G6YQ4 201,904 4,945 SH   SOLE   4,945 0 0
KROGER CO COM 501044101 BBG001S5SN40 413,313 6,759 SH   SOLE   6,759 0 0
KYNDRYL HLDGS INC COMMON STOCK 50155Q100 BBG012W99DS1 704,698 20,367 SH   SOLE   20,367 0 0
LANDSTAR SYS INC COM 515098101 BBG001S5RWM1 267,242 1,555 SH   SOLE   1,555 0 0
LAUDER ESTEE COS INC CL A 518439104 BBG001S8L5H6 662,073 8,830 SH   SOLE   8,830 0 0
LEAR CORP COM NEW 521865204 BBG001T60092 859,971 9,081 SH   SOLE   9,081 0 0
LEMONADE INC COM 52567D107 BBG00BM5YC14 657,819 17,934 SH   SOLE   17,934 0 0
LENNAR CORP CL A 526057104 BBG001S5SRK3 6,768,589 49,634 SH   SOLE   49,634 0 0
LITHIA MTRS INC COM 536797103 BBG001SC88P7 833,527 2,332 SH   SOLE   2,332 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 BBG001SNP2B2 5,841,616 45,109 SH   SOLE   45,109 0 0
LKQ CORP COM 501889208 BBG001SCCPJ1 1,905,414 51,848 SH   SOLE   51,848 0 0
LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 7,948,521 16,357 SH   SOLE   16,357 0 0
LOWES COS INC COM 548661107 BBG001S5SVL3 10,373,744 42,033 SH   SOLE   42,033 0 0
LUMEN TECHNOLOGIES INC COM 550241103 BBG001S5Q8G2 1,468,263 276,509 SH   SOLE   276,509 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 BBG001T4BB37 387,262 2,981 SH   SOLE   2,981 0 0
MADRIGAL PHARMACEUTICALS INC COM 558868105 BBG001SNKQ42 346,524 1,123 SH   SOLE   1,123 0 0
MANPOWERGROUP INC WIS COM 56418H100 BBG001S5SYW5 245,541 4,254 SH   SOLE   4,254 0 0
MARAVAI LIFESCIENCES HLDGS I COM CL A 56600D107 BBG00Y1DFW44 155,538 28,539 SH   SOLE   28,539 0 0
MARRIOTT INTL INC NEW CL A 571903202 BBG001S78K44 3,511,018 12,587 SH   SOLE   12,587 0 0
MARSH & MCLENNAN COS INC COM 571748102 BBG001S5T7M4 218,357 1,028 SH   SOLE   1,028 0 0
MARTIN MARIETTA MATLS INC COM 573284106 BBG001S7QC51 1,338,252 2,591 SH   SOLE   2,591 0 0
MARVELL TECHNOLOGY INC COM 573874104 BBG00ZXBJ162 8,259,120 74,777 SH   SOLE   74,777 0 0
MASCO CORP COM 574599106 BBG001S5SZ70 1,541,242 21,238 SH   SOLE   21,238 0 0
MERCK & CO INC COM 58933Y105 BBG001S5TC52 3,077,712 30,938 SH   SOLE   30,938 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 BBG001SB87G1 1,246,930 1,019 SH   SOLE   1,019 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 BBG001S787B5 13,977,629 243,725 SH   SOLE   243,725 0 0
MICRON TECHNOLOGY INC COM 595112103 BBG001S6P675 396,478 4,711 SH   SOLE   4,711 0 0
MICROSTRATEGY INC CL A NEW 594972408 BBG001SC7PX1 4,984,939 17,212 SH   SOLE   17,212 0 0
MODERNA INC COM 60770K107 BBG003PHHZV8 3,065,610 73,728 SH   SOLE   73,728 0 0
MOHAWK INDS INC COM 608190104 BBG001SBGSZ5 475,090 3,988 SH   SOLE   3,988 0 0
MOLINA HEALTHCARE INC COM 60855R100 BBG001SKBQ20 1,578,946 5,425 SH   SOLE   5,425 0 0
MONDELEZ INTL INC CL A 609207105 BBG001SHHZJ3 6,684,982 111,920 SH   SOLE   111,920 0 0
MONOLITHIC PWR SYS INC COM 609839105 BBG001SDRGP6 403,539 682 SH   SOLE   682 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 BBG008NVB1F7 2,943,255 55,998 SH   SOLE   55,998 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 BBG001S5T9L1 406,762 880 SH   SOLE   880 0 0
MSC INDL DIRECT INC CL A 553530106 BBG001S5TD87 723,298 9,684 SH   SOLE   9,684 0 0
NETFLIX INC COM 64110L106 BBG001SF6L46 13,778,025 15,458 SH   SOLE   15,458 0 0
NEWMONT CORP COM 651639106 BBG001S5TKX3 6,298,220 169,216 SH   SOLE   169,216 0 0
NEWS CORP NEW CL A 65249B109 BBG0035LY922 379,694 13,787 SH   SOLE   13,787 0 0
NEXSTAR MEDIA GROUP INC COMMON STOCK 65336K103 BBG001SKJJT9 1,496,608 9,474 SH   SOLE   9,474 0 0
NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 730,521 10,190 SH   SOLE   10,190 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 BBG006JNW312 200,357 11,256 SH   SOLE   11,256 0 0
NIKE INC CL B 654106103 BBG001S6NTK2 4,053,415 53,567 SH   SOLE   53,567 0 0
NORTHROP GRUMMAN CORP COM 666807102 BBG001S5TP26 1,109,871 2,365 SH   SOLE   2,365 0 0
NOVARTIS AG SPONSORED ADR 66987V109 BBG001SF5LW6 1,691,248 17,380 SH   SOLE   17,380 0 0
NOVO-NORDISK A S ADR 670100205 BBG001S5TSK0 3,075,731 35,756 SH   SOLE   35,756 0 0
NUSCALE PWR CORP CL A COM 67079K100 BBG00YG48PG8 1,768,041 98,608 SH   SOLE   98,608 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 BBG001S6WQT9 327,222 1,855 SH   SOLE   1,855 0 0
OLLIES BARGAIN OUTLET HLDGS COM 681116109 BBG0098VVDS0 2,276,898 20,750 SH   SOLE   20,750 0 0
ONEOK INC NEW COM 682680103 BBG001S5TWK1 1,926,174 19,185 SH   SOLE   19,185 0 0
ORACLE CORP COM 68389X105 BBG001S5SJG6 3,393,624 20,365 SH   SOLE   20,365 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 BBG001S78TL6 6,195,805 5,225 SH   SOLE   5,225 0 0
OTIS WORLDWIDE CORP COM 68902V107 BBG00RP60LN7 4,497,419 48,563 SH   SOLE   48,563 0 0
PACKAGING CORP AMER COM 695156109 BBG001S5V741 3,362,542 14,936 SH   SOLE   14,936 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 BBG001T53796 12,908,377 170,678 SH   SOLE   170,678 0 0
PALO ALTO NETWORKS INC COM 697435105 BBG001T9NWN5 8,815,052 48,445 SH   SOLE   48,445 0 0
PARKER-HANNIFIN CORP COM 701094104 BBG001S5V554 4,550,159 7,154 SH   SOLE   7,154 0 0
PAYCHEX INC COM 704326107 BBG001S5V135 1,184,438 8,447 SH   SOLE   8,447 0 0
PEPSICO INC COM 713448108 BBG001S695T1 14,686,107 96,581 SH   SOLE   96,581 0 0
PHILLIPS 66 COM 718546104 BBG00286S4P7 680,960 5,977 SH   SOLE   5,977 0 0
PINTEREST INC CL A 72352L106 BBG002583CW7 708,093 24,417 SH   SOLE   24,417 0 0
POLARIS INC COM 731068102 BBG001S7HWZ4 995,962 17,285 SH   SOLE   17,285 0 0
PPG INDS INC COM 693506107 BBG001S5VC13 2,473,332 20,706 SH   SOLE   20,706 0 0
PROCORE TECHNOLOGIES INC COM 74275K108 BBG0026ZJ313 201,562 2,690 SH   SOLE   2,690 0 0
PROGYNY INC COM 74340E103 BBG002H1K1K7 271,826 15,758 SH   SOLE   15,758 0 0
PROLOGIS INC. COM 74340W103 BBG001S5NMN6 416,987 3,945 SH   SOLE   3,945 0 0
PROPETRO HLDG CORP COM 74347M108 BBG00FYCQ3Y0 126,692 13,579 SH   SOLE   13,579 0 0
PTC INC COM 69370C100 BBG001S6DNK6 1,819,761 9,897 SH   SOLE   9,897 0 0
PUBLIC STORAGE OPER CO COM 74460D109 BBG001S5TH79 3,504,945 11,705 SH   SOLE   11,705 0 0
PULTE GROUP INC COM 745867101 BBG001S5V5K7 1,304,949 11,983 SH   SOLE   11,983 0 0
PURECYCLE TECHNOLOGIES INC COM 74623V103 BBG00YRJF230 291,479 28,437 SH   SOLE   28,437 0 0
QORVO INC COM 74736K101 BBG007TJF1P5 582,027 8,323 SH   SOLE   8,323 0 0
QUALCOMM INC COM 747525103 BBG001S6VS70 15,374,136 100,079 SH   SOLE   100,079 0 0
RALPH LAUREN CORP CL A 751212101 BBG001S9TL45 420,384 1,820 SH   SOLE   1,820 0 0
RAYMOND JAMES FINL INC COM 754730109 BBG001S5VQ03 2,094,004 13,481 SH   SOLE   13,481 0 0
REGENERON PHARMACEUTICALS COM 75886F107 BBG001S6PX49 1,818,578 2,553 SH   SOLE   2,553 0 0
REPLIGEN CORP COM 759916109 BBG001S5VNT9 203,387 1,413 SH   SOLE   1,413 0 0
REPUBLIC SVCS INC COM 760759100 BBG001S9DL33 1,540,838 7,659 SH   SOLE   7,659 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 BBG0076WG2T4 2,024,947 31,067 SH   SOLE   31,067 0 0
REVANCE THERAPEUTICS INC COM 761330109 BBG001V0GBC7 185,039 60,868 SH   SOLE   60,868 0 0
REVELYST INC COM SHS 690045109 BBG0178D5YZ8 201,857 10,497 SH   SOLE   10,497 0 0
REXFORD INDL RLTY INC COM 76169C100 BBG004MB82S9 355,324 9,191 SH   SOLE   9,191 0 0
RIO TINTO PLC SPONSORED ADR 767204100 BBG001SB0LX9 212,775 3,618 SH   SOLE   3,618 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103 BBG00741Y1P0 257,847 19,387 SH   SOLE   19,387 0 0
ROBINHOOD MKTS INC COM CL A 770700102 BBG008NMBXP6 10,945,647 293,764 SH   SOLE   293,764 0 0
ROCKET COS INC COM CL A 77311W101 BBG00VY1MZN4 279,271 24,802 SH   SOLE   24,802 0 0
ROCKET LAB USA INC COM 773122106 BBG00Y61T0H6 5,788,261 227,258 SH   SOLE   227,258 0 0
ROCKWELL AUTOMATION INC COM 773903109 BBG001S5VRF5 1,078,000 3,772 SH   SOLE   3,772 0 0
ROPER TECHNOLOGIES INC COM 776696106 BBG001S9B362 8,623,792 16,589 SH   SOLE   16,589 0 0
RPM INTL INC COM 749685103 BBG001S7X317 602,010 4,892 SH   SOLE   4,892 0 0
RYDER SYS INC COM 783549108 BBG001S5VK15 386,503 2,464 SH   SOLE   2,464 0 0
SANMINA CORPORATION COM 801056102 BBG001S5SYJ0 264,391 3,494 SH   SOLE   3,494 0 0
SERVICENOW INC COM 81762P102 BBG001T4JFC0 6,611,968 6,237 SH   SOLE   6,237 0 0
SHERWIN WILLIAMS CO COM 824348106 BBG001S5W2F9 1,534,104 4,513 SH   SOLE   4,513 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 BBG001SCYWS2 1,602,182 18,067 SH   SOLE   18,067 0 0
SMITH A O CORP COM 831865209 BBG001S5NRY3 1,851,697 27,147 SH   SOLE   27,147 0 0
SMUCKER J M CO COM NEW 832696405 BBG001S5W3H5 501,266 4,552 SH   SOLE   4,552 0 0
SNAP ON INC COM 833034101 BBG001S5W688 3,243,052 9,553 SH   SOLE   9,553 0 0
SOFI TECHNOLOGIES INC COM 83406F102 BBG00YB1ZF08 10,276,081 667,278 SH   SOLE   667,278 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 BBG0084BC0P2 1,531,224 112,590 SH   SOLE   112,590 0 0
SOUNDHOUND AI INC CLASS A COM 836100107 BBG017304PD5 1,695,586 85,463 SH   SOLE   85,463 0 0
SOUTHERN CO COM 842587107 BBG001S5W777 3,615,330 43,918 SH   SOLE   43,918 0 0
SOUTHERN COPPER CORP COM 84265V105 BBG001S6ZM88 1,197,539 13,141 SH   SOLE   13,141 0 0
SPROUTS FMRS MKT INC COM 85208M102 BBG001V0MZS0 4,621,536 36,370 SH   SOLE   36,370 0 0
STIFEL FINL CORP COM 860630102 BBG001S5W081 672,441 6,339 SH   SOLE   6,339 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102 BBG001S5WDM7 2,213,241 88,636 SH   SOLE   88,636 0 0
SUMMIT MATLS INC CL A 86614U100 BBG006K8P6F9 2,335,949 46,165 SH   SOLE   46,165 0 0
SUPER MICRO COMPUTER INC COM NEW 86800U302 BBG001SQGH95 6,049,579 198,477 SH   SOLE   198,477 0 0
SYNOPSYS INC COM 871607107 BBG001S5VTR8 247,048 509 SH   SOLE   509 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 BBG001S9TN41 2,964,608 16,105 SH   SOLE   16,105 0 0
TARGA RES CORP COM 87612G101 BBG001TC94B9 202,776 1,136 SH   SOLE   1,136 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 BBG001S70FY0 2,274,286 18,017 SH   SOLE   18,017 0 0
TESLA INC COM 88160R101 BBG001SQKGD7 9,002,805 22,293 SH   SOLE   22,293 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 BBG001S62NT9 2,337,959 106,078 SH   SOLE   106,078 0 0
TEXAS INSTRS INC COM 882508104 BBG001S5WYZ7 6,705,358 35,760 SH   SOLE   35,760 0 0
TEXAS PACIFIC LAND CORPORATI COM 88262P102 BBG00YRJXKC0 4,754,522 4,299 SH   SOLE   4,299 0 0
TEXAS ROADHOUSE INC COM 882681109 BBG001SLR3C1 786,314 4,358 SH   SOLE   4,358 0 0
TEXTRON INC COM 883203101 BBG001S5WZ39 667,605 8,728 SH   SOLE   8,728 0 0
THE CAMPBELLS COMPANY COM 134429109 BBG001S5Q2B0 2,121,222 50,650 SH   SOLE   50,650 0 0
THE ODP CORP COM 88337F105 BBG00R24W7Y1 264,262 11,621 SH   SOLE   11,621 0 0
TIDEWATER INC NEW COM 88642R109 BBG00HBQ36G8 976,628 17,851 SH   SOLE   17,851 0 0
TJX COS INC NEW COM 872540109 BBG001S5WQ93 5,220,683 43,214 SH   SOLE   43,214 0 0
TOPBUILD CORP COM 89055F103 BBG0077VS2G6 1,797,054 5,772 SH   SOLE   5,772 0 0
TOPGOLF CALLAWAY BRANDS CORP COM 131193104 BBG001S70DV8 81,076 10,315 SH   SOLE   10,315 0 0
TORO CO COM 891092108 BBG001S5WX98 1,028,003 12,834 SH   SOLE   12,834 0 0
TPG INC COM CL A 872657101 BBG0145FSQD9 1,803,194 28,695 SH   SOLE   28,695 0 0
TRACTOR SUPPLY CO COM 892356106 BBG001S7K017 1,885,010 35,526 SH   SOLE   35,526 0 0
TRANSMEDICS GROUP INC COM 89377M109 BBG00NZ6J701 1,787,886 28,675 SH   SOLE   28,675 0 0
TRIPADVISOR INC COM 896945201 BBG001V10VR2 463,955 31,412 SH   SOLE   31,412 0 0
TWILIO INC CL A 90138F102 BBG0029ZX859 7,999,001 74,010 SH   SOLE   74,010 0 0
UNILEVER PLC SPON ADR NEW 904767704 BBG001S5X1K4 506,841 8,939 SH   SOLE   8,939 0 0
UNITED PARCEL SERVICE INC CL B 911312106 BBG001SDGSH1 647,902 5,138 SH   SOLE   5,138 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 BBG001S8RV10 1,895,104 5,371 SH   SOLE   5,371 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 BBG001S5V9H3 549,273 3,757 SH   SOLE   3,757 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 BBG001S6S976 3,173,940 17,690 SH   SOLE   17,690 0 0
UNUM GROUP COM 91529Y106 BBG001S5X2J4 2,969,035 40,655 SH   SOLE   40,655 0 0
URBAN OUTFITTERS INC COM 917047102 BBG001S7H9K1 248,826 4,534 SH   SOLE   4,534 0 0
US FOODS HLDG CORP COM 912008109 BBG00C6H6D59 1,211,986 17,966 SH   SOLE   17,966 0 0
VALVOLINE INC COM 92047W101 BBG003DNHV65 1,416,085 39,140 SH   SOLE   39,140 0 0
VEECO INSTRS INC DEL COM 922417100 BBG001S5X6T4 219,546 8,192 SH   SOLE   8,192 0 0
VERISIGN INC COM 92343E102 BBG001S7BCF6 220,205 1,064 SH   SOLE   1,064 0 0
VERISK ANALYTICS INC COM 92345Y106 BBG001SBRX64 215,662 783 SH   SOLE   783 0 0
VERTEX INC CL A 92538J106 BBG00VVT2FV3 488,899 9,164 SH   SOLE   9,164 0 0
VICTORIAS SECRET AND CO COMMON STOCK 926400102 BBG01103B480 1,815,066 43,821 SH   SOLE   43,821 0 0
VIKING THERAPEUTICS INC COM 92686J106 BBG006LGV887 1,116,419 27,744 SH   SOLE   27,744 0 0
VIPER ENERGY INC CL A 927959106 BBG006G57XH9 653,907 13,326 SH   SOLE   13,326 0 0
WABTEC COM 929740108 BBG001S5XBT3 2,037,713 10,748 SH   SOLE   10,748 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 BBG001S5XBY7 159,879 17,136 SH   SOLE   17,136 0 0
WASTE MGMT INC DEL COM 94106L109 BBG001S5XH47 1,043,860 5,173 SH   SOLE   5,173 0 0
WATSCO INC COM 942622200 BBG001S82CQ2 1,502,231 3,170 SH   SOLE   3,170 0 0
WENDYS CO COM 95058W100 BBG001S7HBX2 211,933 13,002 SH   SOLE   13,002 0 0
WESCO INTL INC COM 95082P105 BBG001SCRP78 224,752 1,242 SH   SOLE   1,242 0 0
WILLIAMS COS INC COM 969457100 BBG001S5XH10 380,788 7,036 SH   SOLE   7,036 0 0
WINGSTOP INC COM 974155103 BBG008N298X9 3,600,814 12,670 SH   SOLE   12,670 0 0
WYNN RESORTS LTD COM 983134107 BBG001SJZ2V8 234,528 2,722 SH   SOLE   2,722 0 0
XYLEM INC COM 98419M100 BBG001V05C73 3,469,114 29,901 SH   SOLE   29,901 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 BBG001S61Q40 3,001,971 70,618 SH   SOLE   70,618 0 0
YUM BRANDS INC COM 988498101 BBG001S7JQ30 2,116,240 15,774 SH   SOLE   15,774 0 0
ZETA GLOBAL HOLDINGS CORP CL A 98956A105 BBG010FXVQB5 1,883,013 104,670 SH   SOLE   104,670 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 BBG009NRSWK2 1,195,463 16,144 SH   SOLE   16,144 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 BBG001S7DQJ9 1,671,912 15,828 SH   SOLE   15,828 0 0
ZOOM COMMUNICATIONS INC CL A 98980L101 BBG0042V6JN7 3,341,685 40,947 SH   SOLE   40,947 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104 BBG00S1HJ4F4 225,240 21,431 SH   SOLE   21,431 0 0
ZURN ELKAY WATER SOLNS CORP COM 98983L108 BBG001T36GB5 250,544 6,717 SH   SOLE   6,717 0 0