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
ABBOTT LABORATORIES A 002824100 BBG000B9ZXB4 1,886,415 16,597 SH   SOLE   16,597 0 0
AERCAP HOLDINGS NV A N00985106 BBG000Q9FZL4 435,854 5,015 SH   SOLE   5,015 0 0
AES CORP A 00130H105 BBG000C23KJ3 1,170,022 65,255 SH   SOLE   65,255 0 0
AIRBNB INC-CLASS A A 009066101 BBG001Y2XS07 1,557,882 9,444 SH   SOLE   9,444 0 0
AKAMAI TECHNOLOGIES INC A 00971T101 BBG000BJQWD2 406,436 3,737 SH   SOLE   3,737 0 0
ALCOA CORP A 013872106 BBG00B3T3HD3 278,159 8,232 SH   SOLE   8,232 0 0
ALIGN TECHNOLOGY INC A 016255101 BBG000BRNLL2 306,605 935 SH   SOLE   935 0 0
ALPHABET INC-CL A A 02079K305 BBG009S39JX6 1,824,442 12,088 SH   SOLE   12,088 0 0
AMERICAN EXPRESS CO A 025816109 BBG000BCQZS4 1,881,402 8,263 SH   SOLE   8,263 0 0
AMERICAN STATES WATER CO A 029899101 BBG000F964B6 225,317 3,119 SH   SOLE   3,119 0 0
AMERICAN WATER WORKS CO INC A 030420103 BBG000TRJ294 534,058 4,370 SH   SOLE   4,370 0 0
AMETEK INC A 031100100 BBG000B9XG87 1,936,362 10,587 SH   SOLE   10,587 0 0
ANTERO RESOURCES CORP A 03674X106 BBG000PW5VX1 208,974 7,206 SH   SOLE   7,206 0 0
APPLIED MATERIALS INC A 038222105 BBG000BBPFB9 1,941,862 9,416 SH   SOLE   9,416 0 0
APTIV PLC A G6095L109 BBG001QD41M9 1,941,867 24,380 SH   SOLE   24,380 0 0
ARCH CAPITAL GROUP LTD A G0450A105 BBG000HXNN20 1,940,038 20,987 SH   SOLE   20,987 0 0
ARTHUR J GALLAGHER & CO A 363576109 BBG000BBHXQ3 358,307 1,433 SH   SOLE   1,433 0 0
ASSURED GUARANTY LTD A G0585R106 BBG000CQB185 622,180 7,131 SH   SOLE   7,131 0 0
ATLASSIAN CORP-CL A A 049468101 BBG01BGWHFR5 223,011 1,143 SH   SOLE   1,143 0 0
AVANTOR INC A 05352A100 BBG00G2HHYD7 273,036 10,678 SH   SOLE   10,678 0 0
AXIS CAPITAL HOLDINGS LTD A G0692U109 BBG000FLF615 571,721 8,793 SH   SOLE   8,793 0 0
AZEK CO INC/THE A 05478C105 BBG00RPJPN67 752,948 14,993 SH   SOLE   14,993 0 0
BAKER HUGHES CO A 05722G100 BBG00GBVBK51 857,365 25,593 SH   SOLE   25,593 0 0
BALL CORP A 058498106 BBG000BDDNH5 383,076 5,687 SH   SOLE   5,687 0 0
BANK OF MONTREAL A 063671101 BBG000DLY9B9 1,216,409 12,453 SH   SOLE   12,453 0 0
BATH & BODY WORKS INC A 070830104 BBG000BNGTQ7 618,647 12,368 SH   SOLE   12,368 0 0
BCE INC A 05534B760 BBG000BCXNS3 418,973 12,330 SH   SOLE   12,330 0 0
BERKSHIRE HATHAWAY INC-CL B B 084670702 BBG000DWG505 1,939,438 4,612 SH   SOLE   4,612 0 0
BLACK HILLS CORP A 092113109 BBG000BD9ZM7 473,710 8,676 SH   SOLE   8,676 0 0
BLOOM ENERGY CORP- A A 093712107 BBG000N7KBZ3 132,677 11,804 SH   SOLE   11,804 0 0
BOOZ ALLEN HAMILTON HOLDINGS A 099502106 BBG000R2YFG7 821,319 5,533 SH   SOLE   5,533 0 0
BROOKFIELD CORP A 11271J107 BBG000C9KL89 1,239,729 29,609 SH   SOLE   29,609 0 0
BROWN-FORMAN CORP-CLASS B B 115637209 BBG000BD2NY8 575,253 11,144 SH   SOLE   11,144 0 0
BUILDERS FIRSTSOURCE INC A 12008R107 BBG000BKD3K9 1,256,514 6,025 SH   SOLE   6,025 0 0
CALERES INC A 129500104 BBG000CYSFS7 306,986 7,482 SH   SOLE   7,482 0 0
CANADIAN NATURAL RESOURCES A 136385101 BBG000HW5GX3 1,542,427 20,210 SH   SOLE   20,210 0 0
CANNAE HOLDINGS INC A 13765N107 BBG00GXRNJP4 374,499 16,839 SH   SOLE   16,839 0 0
CATHAY GENERAL BANCORP A 149150104 BBG000C668L5 205,606 5,435 SH   SOLE   5,435 0 0
CELESTICA INC A 15101Q108 BBG000BPS2C3 983,826 21,892 SH   SOLE   21,892 0 0
CENTENE CORP A 15135B101 BBG000BDXCJ5 885,568 11,284 SH   SOLE   11,284 0 0
CHEESECAKE FACTORY INC/THE A 163072101 BBG000CS8TM8 399,964 11,064 SH   SOLE   11,064 0 0
CHENIERE ENERGY INC A 16411R208 BBG000C3HSR0 1,194,601 7,407 SH   SOLE   7,407 0 0
CHESAPEAKE ENERGY CORP A 165167735 BBG00Z6DX554 1,173,355 13,209 SH   SOLE   13,209 0 0
CHOICE HOTELS INTL INC A 169905106 BBG000BPBTL2 504,263 3,991 SH   SOLE   3,991 0 0
CHUBB LTD A H1467J104 BBG000BR14K5 1,937,774 7,478 SH   SOLE   7,478 0 0
CHURCH & DWIGHT CO INC A 171340102 BBG000BFJT36 1,147,410 11,000 SH   SOLE   11,000 0 0
CITIGROUP INC A 172967424 BBG000FY4S11 511,232 8,084 SH   SOLE   8,084 0 0
CITIZENS FINANCIAL GROUP A 174610105 BBG006Q0HY77 1,291,779 35,596 SH   SOLE   35,596 0 0
CLEAN HARBORS INC A 184496107 BBG000BFRRX8 237,747 1,181 SH   SOLE   1,181 0 0
CLOROX COMPANY A 189054109 BBG000BFS7D3 639,081 4,174 SH   SOLE   4,174 0 0
CME GROUP INC A 12572Q105 BBG000BHLYP4 456,845 2,122 SH   SOLE   2,122 0 0
COCA-COLA CO/THE A 191216100 BBG000BMX289 1,333,235 21,792 SH   SOLE   21,792 0 0
COCA-COLA EUROPACIFIC PARTNE A G25839104 BBG00B6BFWH9 203,275 2,906 SH   SOLE   2,906 0 0
CONSTELLATION ENERGY A 21037T109 BBG014KFRNP7 1,127,770 6,101 SH   SOLE   6,101 0 0
COPA HOLDINGS SA-CLASS A A P31076105 BBG000C29813 273,628 2,627 SH   SOLE   2,627 0 0
COREBRIDGE FINANCIAL INC A 21871X109 BBG016HJ8729 320,914 11,170 SH   SOLE   11,170 0 0
CORE & MAIN INC-CLASS A A 21874C102 BBG01163K2X0 536,547 9,372 SH   SOLE   9,372 0 0
CORNING INC A 219350105 BBG000BKFZM4 388,500 11,787 SH   SOLE   11,787 0 0
CORPAY INC A 219948106 BBG000GPXKX9 230,788 748 SH   SOLE   748 0 0
COUPANG INC A 22266T109 BBG00XMJRPQ8 773,171 43,461 SH   SOLE   43,461 0 0
CRANE NXT CO A 224441105 BBG017BXPZ85 386,813 6,249 SH   SOLE   6,249 0 0
CROWDSTRIKE HOLDINGS INC - A A 22788C105 BBG00BLYKS03 1,683,418 5,251 SH   SOLE   5,251 0 0
CROWN HOLDINGS INC A 228368106 BBG000BF6756 289,458 3,652 SH   SOLE   3,652 0 0
CSG SYSTEMS INTL INC A 126349109 BBG000G3TQV2 233,425 4,529 SH   SOLE   4,529 0 0
DEVON ENERGY CORP A 25179M103 BBG000BBVJZ8 1,354,509 26,993 SH   SOLE   26,993 0 0
DOLLAR TREE INC A 256746108 BBG000BSC0K9 843,638 6,336 SH   SOLE   6,336 0 0
DOORDASH INC - A A 25809K105 BBG005D7QCJ3 568,921 4,131 SH   SOLE   4,131 0 0
DR HORTON INC A 23331A109 BBG000DQTXY6 482,954 2,935 SH   SOLE   2,935 0 0
DUTCH BROS INC-CLASS A A 26701L100 BBG01282ZHB3 352,209 10,673 SH   SOLE   10,673 0 0
DYNATRACE INC A 268150109 BBG00PNN7C40 635,299 13,680 SH   SOLE   13,680 0 0
ELI LILLY & CO A 532457108 BBG000BNBDC2 350,082 450 SH   SOLE   450 0 0
ENTERGY CORP A 29364G103 BBG000C1FQS9 1,937,431 18,333 SH   SOLE   18,333 0 0
ENVISTA HOLDINGS CORP A 29415F104 BBG00LN4B5N0 331,818 15,520 SH   SOLE   15,520 0 0
ESTEE LAUDER COMPANIES-CL A A 518439104 BBG000FKJRC5 946,173 6,138 SH   SOLE   6,138 0 0
EVERSOURCE ENERGY A 30040W108 BBG000BQ87N0 276,018 4,618 SH   SOLE   4,618 0 0
EXELON CORP A 30161N101 BBG000J6XT05 1,461,285 38,895 SH   SOLE   38,895 0 0
FIRST INTERSTATE BANCSYS-A A 32055Y201 BBG000BMSC38 705,310 25,921 SH   SOLE   25,921 0 0
FLEX LTD A Y2573F102 BBG000BP5YT0 543,304 18,990 SH   SOLE   18,990 0 0
FLOOR & DECOR HOLDINGS INC-A A 339750101 BBG007GJ2F81 304,866 2,352 SH   SOLE   2,352 0 0
FLOWSERVE CORP A 34354P105 BBG000FFH4P5 467,078 10,225 SH   SOLE   10,225 0 0
FMC CORP A 302491303 BBG000BJP882 847,974 13,312 SH   SOLE   13,312 0 0
FORTIS INC A 349553107 BBG000K9SSS5 213,749 5,410 SH   SOLE   5,410 0 0
FRANKLIN RESOURCES INC A 354613101 BBG000BD0TF8 675,427 24,028 SH   SOLE   24,028 0 0
FREEPORT-MCMORAN INC A 35671D857 BBG000BJDB15 814,527 17,323 SH   SOLE   17,323 0 0
GENERAL DYNAMICS CORP A 369550108 BBG000BK67C7 889,843 3,150 SH   SOLE   3,150 0 0
GILDAN ACTIVEWEAR INC A 375916103 BBG000BH2CW5 300,530 8,094 SH   SOLE   8,094 0 0
GITLAB INC-CL A A 37637K108 BBG00DHTYPH8 234,038 4,013 SH   SOLE   4,013 0 0
GMS INC A 36251C103 BBG009Q036D0 274,304 2,818 SH   SOLE   2,818 0 0
GODADDY INC - CLASS A A 380237107 BBG006MDLY05 311,654 2,626 SH   SOLE   2,626 0 0
GXO LOGISTICS INC A 36262G101 BBG00YDGX945 441,423 8,211 SH   SOLE   8,211 0 0
HARLEY-DAVIDSON INC A 412822108 BBG000BKZTP3 242,538 5,545 SH   SOLE   5,545 0 0
HERSHEY CO/THE A 427866108 BBG000BLHRS2 827,792 4,256 SH   SOLE   4,256 0 0
HOLOGIC INC A 436440101 BBG000C3NTN5 1,324,852 16,994 SH   SOLE   16,994 0 0
HUMANA INC A 444859102 BBG000BLKK03 797,803 2,301 SH   SOLE   2,301 0 0
HUNTSMAN CORP A 447011107 BBG000NS26Q8 975,058 37,459 SH   SOLE   37,459 0 0
INTEL CORP A 458140100 BBG000C0G1D1 1,465,075 33,169 SH   SOLE   33,169 0 0
INTERCONTINENTAL EXCHANGE IN A 45866F104 BBG000C1FB75 1,821,360 13,253 SH   SOLE   13,253 0 0
INTERNATIONAL PAPER CO A 460146103 BBG000BM5SR2 465,001 11,917 SH   SOLE   11,917 0 0
INTERNATIONAL SEAWAYS INC A Y41053102 BBG003MN93C9 207,533 3,901 SH   SOLE   3,901 0 0
INTERPUBLIC GROUP OF COS INC A 460690100 BBG000C90DH9 303,785 9,310 SH   SOLE   9,310 0 0
JEFFERIES FINANCIAL GROUP IN A 47233W109 BBG000BNHSP9 529,024 11,996 SH   SOLE   11,996 0 0
KBR INC A 48242W106 BBG000P28YZ6 349,175 5,485 SH   SOLE   5,485 0 0
KEURIG DR PEPPER INC A 49271V100 BBG000TJM7F0 906,114 29,544 SH   SOLE   29,544 0 0
KIMBERLY-CLARK CORP A 494368103 BBG000BMW2Z0 678,829 5,248 SH   SOLE   5,248 0 0
KKR & CO INC A 48251W104 BBG000BCQ6J8 869,816 8,648 SH   SOLE   8,648 0 0
KNIGHT-SWIFT TRANSPORTATION A 499049104 BBG000BFC848 639,993 11,632 SH   SOLE   11,632 0 0
KRISPY KREME INC A 50101L106 BBG0118Y86T0 222,705 14,618 SH   SOLE   14,618 0 0
KROGER CO A 501044101 BBG000BMY992 1,446,360 25,317 SH   SOLE   25,317 0 0
L3HARRIS TECHNOLOGIES INC A 502431109 BBG000BLGFJ9 1,610,610 7,558 SH   SOLE   7,558 0 0
LEIDOS HOLDINGS INC A 525327102 BBG000C23PB0 436,661 3,331 SH   SOLE   3,331 0 0
LINCOLN NATIONAL CORP A 534187109 BBG000BNC3Y9 201,414 6,308 SH   SOLE   6,308 0 0
LINDE PLC A G5494J103 BBG01FND0CC1 854,813 1,841 SH   SOLE   1,841 0 0
LOCKHEED MARTIN CORP A 539830109 BBG000C1BW00 927,480 2,039 SH   SOLE   2,039 0 0
LOEWS CORP A 540424108 BBG000C45984 240,977 3,078 SH   SOLE   3,078 0 0
LOGITECH INTERNATIONAL-REG A H50430232 BBG000BQNBN4 213,952 2,394 SH   SOLE   2,394 0 0
LYONDELLBASELL INDU-CL A A N53745100 BBG000WCFV84 214,072 2,093 SH   SOLE   2,093 0 0
MAGNOLIA OIL & GAS CORP - A A 559663109 BBG00GNC8DL2 270,373 10,419 SH   SOLE   10,419 0 0
MARRIOTT INTERNATIONAL -CL A A 571903202 BBG000BGD7W6 201,596 799 SH   SOLE   799 0 0
MARVELL TECHNOLOGY INC A 573874104 BBG00ZXBJ153 1,048,599 14,794 SH   SOLE   14,794 0 0
MAXIMUS INC A 577933104 BBG000BC5WJ4 210,421 2,508 SH   SOLE   2,508 0 0
MCDONALD'S CORP A 580135101 BBG000BNSZP1 1,961,526 6,957 SH   SOLE   6,957 0 0
MEDTRONIC PLC A G5960L103 BBG000BNWG87 1,563,907 17,945 SH   SOLE   17,945 0 0
MERCK & CO. INC. A 58933Y105 BBG000BPD168 320,507 2,429 SH   SOLE   2,429 0 0
META PLATFORMS INC-CLASS A A 30303M102 BBG000MM2P62 1,192,584 2,456 SH   SOLE   2,456 0 0
METLIFE INC A 59156R108 BBG000BB6KF5 726,426 9,802 SH   SOLE   9,802 0 0
MICRON TECHNOLOGY INC A 595112103 BBG000C5Z1S3 1,453,584 12,330 SH   SOLE   12,330 0 0
MONDELEZ INTERNATIONAL INC-A A 609207105 BBG000D4LWF6 456,260 6,518 SH   SOLE   6,518 0 0
NATIONAL FUEL GAS CO A 636180101 BBG000BPYD87 744,720 13,863 SH   SOLE   13,863 0 0
NETFLIX INC A 64110L106 BBG000CL9VN6 524,126 863 SH   SOLE   863 0 0
NOBLE CORP PLC A G65431127 BBG018KBK3G8 251,809 5,193 SH   SOLE   5,193 0 0
NOMAD FOODS LTD A G6564A105 BBG0071GM7Y0 342,065 17,488 SH   SOLE   17,488 0 0
NORFOLK SOUTHERN CORP A 655844108 BBG000BQ5DS5 414,164 1,625 SH   SOLE   1,625 0 0
NUTANIX INC - A A 67059N108 BBG001NDW1Z7 1,256,557 20,359 SH   SOLE   20,359 0 0
NUTRIEN LTD A 67077M108 BBG00JM9XLN6 737,747 13,584 SH   SOLE   13,584 0 0
NVENT ELECTRIC PLC A G6700G107 BBG00GNT7999 331,534 4,397 SH   SOLE   4,397 0 0
NXP SEMICONDUCTORS NV A N6596X109 BBG000BND699 1,883,795 7,603 SH   SOLE   7,603 0 0
ON SEMICONDUCTOR A 682189105 BBG000DV7MX4 1,756,153 23,877 SH   SOLE   23,877 0 0
OPTION CARE HEALTH INC A 68404L201 BBG000BQK480 455,037 13,567 SH   SOLE   13,567 0 0
ORACLE CORP A 68389X105 BBG000BQLTW7 1,932,007 15,381 SH   SOLE   15,381 0 0
ORGANON & CO A 68622V106 BBG00ZQRGW24 256,037 13,619 SH   SOLE   13,619 0 0
OTIS WORLDWIDE CORP A 68902V107 BBG00RP60KV0 980,391 9,876 SH   SOLE   9,876 0 0
OVINTIV INC A 69047Q102 BBG00R2NHQ65 1,348,206 25,977 SH   SOLE   25,977 0 0
PAYPAL HOLDINGS INC A 70450Y103 BBG0077VNXV6 1,280,045 19,108 SH   SOLE   19,108 0 0
PBF ENERGY INC-CLASS A A 69318G106 BBG002832GV8 318,247 5,528 SH   SOLE   5,528 0 0
PERFORMANCE FOOD GROUP CO A 71377A103 BBG009XW2WB8 782,227 10,480 SH   SOLE   10,480 0 0
PFIZER INC A 717081103 BBG000BR2B91 1,294,482 46,648 SH   SOLE   46,648 0 0
PHILIP MORRIS INTERNATIONAL A 718172109 BBG000J2XL74 1,637,616 17,874 SH   SOLE   17,874 0 0
POST HOLDINGS INC A 737446104 BBG001WTBC36 266,338 2,506 SH   SOLE   2,506 0 0
PRINCIPAL FINANCIAL GROUP A 74251V102 BBG000NSCNT7 698,248 8,090 SH   SOLE   8,090 0 0
PROGRESSIVE CORP A 743315103 BBG000BR37X2 1,559,009 7,538 SH   SOLE   7,538 0 0
PROGRESS SOFTWARE CORP A 743312100 BBG000C4QP94 304,080 5,704 SH   SOLE   5,704 0 0
REPUBLIC SERVICES INC A 760759100 BBG000BPXVJ6 1,427,568 7,457 SH   SOLE   7,457 0 0
ROLLINS INC A 775711104 BBG000BSBBP1 292,982 6,332 SH   SOLE   6,332 0 0
ROSS STORES INC A 778296103 BBG000BSBZH7 1,940,314 13,221 SH   SOLE   13,221 0 0
SALESFORCE INC A 79466L302 BBG000BN2DC2 1,938,997 6,438 SH   SOLE   6,438 0 0
SCHLUMBERGER LTD A 806857108 BBG000BT41Q8 1,417,661 25,865 SH   SOLE   25,865 0 0
SCORPIO TANKERS INC A Y7542C130 BBG000Q1TVZ0 288,561 4,033 SH   SOLE   4,033 0 0
SEADRILL LIMITED A G7997W102 BBG017YB59Q8 241,591 4,803 SH   SOLE   4,803 0 0
SEALED AIR CORP A 81211K100 BBG000C22QV7 947,633 25,474 SH   SOLE   25,474 0 0
SEMPRA A 816851109 BBG000C2ZCH8 1,488,964 20,729 SH   SOLE   20,729 0 0
SERVICE CORP INTERNATIONAL A 817565104 BBG000BTHH16 318,138 4,287 SH   SOLE   4,287 0 0
SHERWIN-WILLIAMS CO/THE A 824348106 BBG000BSXQV7 1,946,785 5,605 SH   SOLE   5,605 0 0
SKECHERS USA INC-CL A A 830566105 BBG000C4HKK2 241,303 3,939 SH   SOLE   3,939 0 0
SNOWFLAKE INC-CLASS A A 833445109 BBG007DHGNJ4 295,728 1,830 SH   SOLE   1,830 0 0
STARBUCKS CORP A 855244109 BBG000CTQBF3 1,659,094 18,154 SH   SOLE   18,154 0 0
STATE STREET CORP A 857477103 BBG000BKFBD7 1,447,894 18,726 SH   SOLE   18,726 0 0
STIFEL FINANCIAL CORP A 860630102 BBG000BSS5C0 228,100 2,918 SH   SOLE   2,918 0 0
SUN LIFE FINANCIAL INC A 866796105 BBG000LRMSB8 595,304 10,907 SH   SOLE   10,907 0 0
TARGA RESOURCES CORP A 87612G101 BBG0015XMW40 1,910,325 17,058 SH   SOLE   17,058 0 0
TD SYNNEX CORP A 87162W100 BBG000CL9JV4 317,472 2,807 SH   SOLE   2,807 0 0
TECHNIPFMC PLC A G87110105 BBG00DL8NMV2 1,058,663 42,161 SH   SOLE   42,161 0 0
TE CONNECTIVITY LTD A H84989104 BBG000RGM5P1 1,934,887 13,322 SH   SOLE   13,322 0 0
TEMPUR SEALY INTERNATIONAL I A 88023U101 BBG000PXGT62 1,050,886 18,495 SH   SOLE   18,495 0 0
TEXAS ROADHOUSE INC A 882681109 BBG000PSJMV7 684,920 4,434 SH   SOLE   4,434 0 0
TEXTRON INC A 883203101 BBG000BVVQQ8 496,534 5,176 SH   SOLE   5,176 0 0
THE CIGNA GROUP A 125523100 BBG00KXRCDP0 901,801 2,483 SH   SOLE   2,483 0 0
THOMSON REUTERS CORP A 884903808 BBG000BBS9F6 726,479 4,662 SH   SOLE   4,662 0 0
TJX COMPANIES INC A 872540109 BBG000BV8DN6 269,676 2,659 SH   SOLE   2,659 0 0
TORONTO-DOMINION BANK A 891160509 BBG000BXBHJ4 452,850 7,500 SH   SOLE   7,500 0 0
TRADE DESK INC/THE -CLASS A A 88339J105 BBG00629NGT2 745,255 8,525 SH   SOLE   8,525 0 0
TRANSUNION A 89400J107 BBG002Q7J5Z1 1,061,500 13,302 SH   SOLE   13,302 0 0
TRI POINTE HOMES INC A 87265H109 BBG0016YQTR5 216,032 5,588 SH   SOLE   5,588 0 0
TWILIO INC - A A 90138F102 BBG0029ZX840 993,443 16,246 SH   SOLE   16,246 0 0
TYSON FOODS INC-CL A A 902494103 BBG000DKCC19 886,001 15,086 SH   SOLE   15,086 0 0
UNION PACIFIC CORP A 907818108 BBG000BW3299 1,935,961 7,872 SH   SOLE   7,872 0 0
UNITED AIRLINES HOLDINGS INC A 910047109 BBG000M65M61 369,203 7,711 SH   SOLE   7,711 0 0
VAIL RESORTS INC A 91879Q109 BBG000BCMWM1 656,457 2,946 SH   SOLE   2,946 0 0
VERIZON COMMUNICATIONS INC A 92343V104 BBG000HS77T5 281,552 6,710 SH   SOLE   6,710 0 0
VISA INC-CLASS A SHARES A 92826C839 BBG000PSKYX7 1,935,420 6,935 SH   SOLE   6,935 0 0
VISTRA CORP A 92840M102 BBG00DXDL6Q1 288,281 4,139 SH   SOLE   4,139 0 0
WABASH NATIONAL CORP A 929566107 BBG000CGM9H8 228,861 7,644 SH   SOLE   7,644 0 0
WABTEC CORP A 929740108 BBG000BDD940 465,011 3,192 SH   SOLE   3,192 0 0
WARBY PARKER INC-CLASS A A 93403J106 BBG005DWN8K8 145,382 10,682 SH   SOLE   10,682 0 0
WATSCO INC A 942622200 BBG000DJN7L9 483,806 1,120 SH   SOLE   1,120 0 0
WAYFAIR INC- CLASS A A 94419L101 BBG001B17MV2 284,892 4,197 SH   SOLE   4,197 0 0
WEC ENERGY GROUP INC A 92939U106 BBG000BWP7D9 1,949,365 23,738 SH   SOLE   23,738 0 0
WILLSCOT MOBILE MINI HOLDING A 971378104 BBG00B0FS947 577,995 12,430 SH   SOLE   12,430 0 0
XCEL ENERGY INC A 98389B100 BBG000BCTQ65 1,667,809 31,029 SH   SOLE   31,029 0 0
XPO INC A 983793100 BBG000L5CJF3 492,757 4,038 SH   SOLE   4,038 0 0
XYLEM INC A 98419M100 BBG001D8R5D0 905,455 7,006 SH   SOLE   7,006 0 0
ZOETIS INC A 98978V103 BBG0039320N9 853,326 5,043 SH   SOLE   5,043 0 0
ZOOMINFO TECHNOLOGIES INC A 98980F104 BBG00S1HJ3M8 183,319 11,436 SH   SOLE   11,436 0 0
ZOOM VIDEO COMMUNICATIONS-A A 98980L101 BBG0042V6JM8 1,007,809 15,417 SH   SOLE   15,417 0 0