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 A 88579Y101 BBG000BP52R2 1,757,689 13,616 SH   SOLE   13,616 0 0
A10 NETWORKS INC A 002121101 BBG0060K22C1 198,150 10,769 SH   SOLE   10,769 0 0
ACCENTURE PLC CL A G1151C101 BBG000D9D830 2,601,839 7,396 SH   SOLE   7,396 0 0
ADOBE INC A 00724F101 BBG000BB5006 1,177,068 2,647 SH   SOLE   2,647 0 0
ADT INC A 00090Q103 BBG000BP9WJ1 100,292 14,514 SH   SOLE   14,514 0 0
AERCAP HOLDINGS NV SHS N00985106 BBG000Q9FZL4 347,582 3,632 SH   SOLE   3,632 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 BBG000BJQWD2 757,739 7,922 SH   SOLE   7,922 0 0
ALLY FINANCIAL INC A 02005N100 BBG000BC2R71 549,297 15,254 SH   SOLE   15,254 0 0
ALPHABET INC CL A 02079K305 BBG009S39JX6 1,095,101 5,785 SH   SOLE   5,785 0 0
AMERICAN ELECTRIC POWER A 025537101 BBG000BB9KF2 1,334,937 14,474 SH   SOLE   14,474 0 0
AMERICAN EXPRESS CO A 025816109 BBG000BCQZS4 3,042,691 10,252 SH   SOLE   10,252 0 0
AMERICAN INTERNATIONAL GROUP COM 026874784 BBG000BBDZG3 3,039,182 41,747 SH   SOLE   41,747 0 0
AMERICAN WATER WORKS CO INC A 030420103 BBG000TRJ294 506,799 4,071 SH   SOLE   4,071 0 0
AMER SPORTS INC A G0260P102 BBG01KWR26Q5 926,091 33,122 SH   SOLE   33,122 0 0
AMICUS THERAPEUTICS INC A 03152W109 BBG000PLF6N0 100,078 10,624 SH   SOLE   10,624 0 0
AMPHENOL CORP CL A 032095101 BBG000B9YJ35 3,037,812 43,741 SH   SOLE   43,741 0 0
ANTERO RESOURCES CORP A 03674X106 BBG000PW5VX1 1,714,155 48,906 SH   SOLE   48,906 0 0
APPLIED MATERIALS INC A 038222105 BBG000BBPFB9 579,939 3,566 SH   SOLE   3,566 0 0
ARISTA NETWORKS INC A 040413205 BBG000N2HDY5 865,008 7,826 SH   SOLE   7,826 0 0
ARRAY TECHNOLOGIES INC A 04271T100 BBG001V4SF46 98,053 16,234 SH   SOLE   16,234 0 0
ASSURANT INC A 04621X108 BBG000BZX1N5 1,466,527 6,878 SH   SOLE   6,878 0 0
ATLASSIAN CORP CL A 049468101 BBG01BGWHFR5 524,241 2,154 SH   SOLE   2,154 0 0
AUTODESK INC A 052769106 BBG000BM7HL0 1,687,705 5,710 SH   SOLE   5,710 0 0
AXALTA COATING SYSTEMS LTD COM G0750C108 BBG0060CPLJ5 1,229,661 35,934 SH   SOLE   35,934 0 0
AZEK CO INC/THE CL A 05478C105 BBG00RPJPN67 2,243,290 47,257 SH   SOLE   47,257 0 0
BANK OF AMERICA CORP A 060505104 BBG000BCTLF6 685,093 15,588 SH   SOLE   15,588 0 0
BANK OF NEW YORK MELLON CORP A 064058100 BBG000BD8PN9 3,037,935 39,541 SH   SOLE   39,541 0 0
BATH & BODY WORKS INC A 070830104 BBG000BNGTQ7 3,025,456 78,036 SH   SOLE   78,036 0 0
BELLRING BRANDS INC A 07831C103 BBG013QNJHP8 1,426,036 18,928 SH   SOLE   18,928 0 0
BITDEER TECHNOLOGIES GROUP A G11448100 BBG0142Q8P97 281,233 12,978 SH   SOLE   12,978 0 0
BLUE OWL CAPITAL INC A 09581B103 BBG00XV417R8 808,332 34,752 SH   SOLE   34,752 0 0
BOOKING HOLDINGS INC A 09857L108 BBG000BLBVN4 2,548,799 513 SH   SOLE   513 0 0
BRANDYWINE REALTY TRUST A 105368203 BBG000CL6RJ3 57,025 10,183 SH   SOLE   10,183 0 0
BRAZE INC A 10576N102 BBG00294NX45 576,269 13,760 SH   SOLE   13,760 0 0
BRINKER INTERNATIONAL INC A 109641100 BBG000BK28N7 329,931 2,494 SH   SOLE   2,494 0 0
BROADCOM INC A 11135F101 BBG00KHY5S69 440,728 1,901 SH   SOLE   1,901 0 0
BROWN & BROWN INC A 115236101 BBG000BWSGF4 1,867,884 18,309 SH   SOLE   18,309 0 0
BROWN-FORMAN CORP CLASS B 115637209 BBG000BD2NY8 1,607,579 42,327 SH   SOLE   42,327 0 0
BUILDERS FIRSTSOURCE INC A 12008R107 BBG000BKD3K9 1,681,571 11,765 SH   SOLE   11,765 0 0
BWX TECHNOLOGIES INC A 05605H100 BBG000D86F25 238,152 2,138 SH   SOLE   2,138 0 0
CAMECO CORP A 13321L108 BBG000DSZTN6 2,939,251 57,195 SH   SOLE   57,195 0 0
CANADIAN NATL RAILWAY CO A 136375102 BBG000HS74G6 742,140 7,311 SH   SOLE   7,311 0 0
CANADIAN PACIFIC KANSAS CITY A 13646K108 BBG000BCVMH9 1,509,711 20,861 SH   SOLE   20,861 0 0
CANADIAN SOLAR INC A 136635109 BBG000K1J931 113,013 10,163 SH   SOLE   10,163 0 0
CARMAX INC A 143130102 BBG000BLMZK6 1,328,682 16,251 SH   SOLE   16,251 0 0
CELESTICA INC A 15101Q207 BBG000BPS2C3 3,054,392 33,092 SH   SOLE   33,092 0 0
CELSIUS HOLDINGS INC A 15118V207 BBG000NY37X4 330,435 12,545 SH   SOLE   12,545 0 0
CENCORA INC A 03073E105 BBG000MDCQC2 243,328 1,083 SH   SOLE   1,083 0 0
CENTENE CORP A 15135B101 BBG000BDXCJ5 2,743,305 45,284 SH   SOLE   45,284 0 0
CHENIERE ENERGY INC A 16411R208 BBG000C3HSR0 2,589,184 12,050 SH   SOLE   12,050 0 0
CHIPOTLE MEXICAN GRILL INC A 169656105 BBG000QX74T1 3,043,823 50,478 SH   SOLE   50,478 0 0
CHOICE HOTELS INTL INC A 169905106 BBG000BPBTL2 948,142 6,678 SH   SOLE   6,678 0 0
CIENA CORP A 171779309 BBG000BP1152 2,148,746 25,336 SH   SOLE   25,336 0 0
CITIGROUP INC A 172967424 BBG000FY4S11 3,039,159 43,176 SH   SOLE   43,176 0 0
CITIZENS FINANCIAL GROUP A 174610105 BBG006Q0HY77 2,718,634 62,126 SH   SOLE   62,126 0 0
CLEARWATER ANALYTICS HDS A 185123106 BBG012C765L4 1,391,521 50,564 SH   SOLE   50,564 0 0
CLOROX COMPANY A 189054109 BBG000BFS7D3 623,817 3,841 SH   SOLE   3,841 0 0
CMS ENERGY CORP A 125896100 BBG000BFVXX0 1,614,863 24,229 SH   SOLE   24,229 0 0
CNX RESOURCES CORP A 12653C108 BBG000CKVSG8 252,803 6,894 SH   SOLE   6,894 0 0
COCA-COLA CO/THE A 191216100 BBG000BMX289 2,784,205 44,719 SH   SOLE   44,719 0 0
COGNEX CORP A 192422103 BBG000BPBVW5 1,598,639 44,580 SH   SOLE   44,580 0 0
COLGATE-PALMOLIVE CO A 194162103 BBG000BFQYY3 3,045,758 33,503 SH   SOLE   33,503 0 0
COMCAST CORP CLASS A 20030N101 BBG000BFT2L4 2,833,440 75,498 SH   SOLE   75,498 0 0
COMMSCOPE HOLDING CO INC A 20337X109 BBG004LTL7L2 56,304 10,807 SH   SOLE   10,807 0 0
CONOCOPHILLIPS A 20825C104 BBG000BQQH30 3,041,246 30,667 SH   SOLE   30,667 0 0
CONSOLIDATED EDISON INC A 209115104 BBG000BHLYS1 2,696,977 30,225 SH   SOLE   30,225 0 0
CONSTELLATION ENERGY A 21037T109 BBG014KFRNP7 2,247,614 10,047 SH   SOLE   10,047 0 0
CORE & MAIN INC CLASS A 21874C102 BBG01163K2X0 1,080,667 21,227 SH   SOLE   21,227 0 0
CORNING INC A 219350105 BBG000BKFZM4 484,276 10,191 SH   SOLE   10,191 0 0
COUPANG INC A 22266T109 BBG00XMJRPQ8 1,267,872 57,683 SH   SOLE   57,683 0 0
DANA INC A 235825205 BBG000TCD088 177,770 15,378 SH   SOLE   15,378 0 0
DAVE & BUSTER'S ENTERTAINMEN A 238337109 BBG001WWJTK5 577,349 19,779 SH   SOLE   19,779 0 0
DECKERS OUTDOOR CORP A 243537107 BBG000BKXYX5 593,429 2,922 SH   SOLE   2,922 0 0
DELTA AIR LINES INC A 247361702 BBG000R7Z112 277,453 4,586 SH   SOLE   4,586 0 0
DENTSPLY SIRONA INC A 24906P109 BBG000BX57K1 1,314,858 69,276 SH   SOLE   69,276 0 0
DEVON ENERGY CORP A 25179M103 BBG000BBVJZ8 1,746,931 53,374 SH   SOLE   53,374 0 0
DIGITALBRIDGE GROUP INC A 25401T603 BBG00D30HGP6 249,446 22,114 SH   SOLE   22,114 0 0
DOLLAR TREE INC A 256746108 BBG000BSC0K9 3,036,943 40,525 SH   SOLE   40,525 0 0
DOMINION ENERGY INC A 25746U109 BBG000BGVW60 664,417 12,336 SH   SOLE   12,336 0 0
DOW INC A 260557103 BBG00BN96922 2,810,505 70,035 SH   SOLE   70,035 0 0
DR HORTON INC A 23331A109 BBG000DQTXY6 703,295 5,030 SH   SOLE   5,030 0 0
DUPONT DE NEMOURS INC A 26614N102 BBG00BN961G4 3,002,420 39,376 SH   SOLE   39,376 0 0
EATON CORP PLC A G29183103 BBG000BJ3PD2 2,915,146 8,784 SH   SOLE   8,784 0 0
ELASTIC NV ORD SHS N14506104 BBG00LWZDYB9 443,779 4,479 SH   SOLE   4,479 0 0
ELEVANCE HEALTH INC A 036752103 BBG000BCG930 3,042,687 8,248 SH   SOLE   8,248 0 0
ELI LILLY & CO A 532457108 BBG000BNBDC2 832,216 1,078 SH   SOLE   1,078 0 0
ENSIGN GROUP INC/THE A 29358P101 BBG000K1T9L0 2,203,350 16,584 SH   SOLE   16,584 0 0
ENTEGRIS INC A 29362U104 BBG000CTV4N4 435,864 4,400 SH   SOLE   4,400 0 0
EQT CORP A 26884L109 BBG000BHZ5J9 2,687,614 58,287 SH   SOLE   58,287 0 0
EXELON CORP A 30161N101 BBG000J6XT05 3,043,721 80,864 SH   SOLE   80,864 0 0
EXXON MOBIL CORP A 30231G102 BBG000GZQ728 3,044,123 28,299 SH   SOLE   28,299 0 0
FACTSET RESEARCH SYSTEMS INC A 303075105 BBG000BDJL83 2,627,132 5,470 SH   SOLE   5,470 0 0
FIDELITY NATIONAL INFO SERV A 31620M106 BBG000BK2F42 3,044,544 37,694 SH   SOLE   37,694 0 0
FIRSTENERGY CORP A 337932107 BBG000BB6M98 3,039,948 76,419 SH   SOLE   76,419 0 0
FIRST MERCHANTS CORP A 320817109 BBG000BBSJ28 202,761 5,083 SH   SOLE   5,083 0 0
FLUTTER ENTERTAINMENT PLC SHS G3643J108 BBG000P2GPN9 2,180,026 8,435 SH   SOLE   8,435 0 0
FORTINET INC A 34959E109 BBG000BCMBG4 414,767 4,390 SH   SOLE   4,390 0 0
FORTIS INC A 349553107 BBG000K9SSS5 389,760 9,376 SH   SOLE   9,376 0 0
FOX CORP CLASS A 35137L105 BBG00JHNJW99 2,485,061 51,154 SH   SOLE   51,154 0 0
FREEPORT-MCMORAN INC CL B 35671D857 BBG000BJDB15 2,472,382 64,926 SH   SOLE   64,926 0 0
FRESHWORKS INC CL A 358054104 BBG0029KYGL5 537,960 33,269 SH   SOLE   33,269 0 0
GAP INC/THE A 364760108 BBG000BKLH74 932,558 39,465 SH   SOLE   39,465 0 0
GENERAL MOTORS CO A 37045V100 BBG000NDYB67 3,052,264 57,298 SH   SOLE   57,298 0 0
GERON CORP A 374163103 BBG000GX1891 104,118 29,412 SH   SOLE   29,412 0 0
GE VERNOVA INC A 36828A101 BBG013G17W31 394,058 1,198 SH   SOLE   1,198 0 0
GOLAR LNG LTD SHS G9456A100 BBG000K14TT5 1,079,372 25,505 SH   SOLE   25,505 0 0
HALLIBURTON CO A 406216101 BBG000BKTFN2 3,041,202 111,850 SH   SOLE   111,850 0 0
HASBRO INC A 418056107 BBG000BKVJK4 542,327 9,700 SH   SOLE   9,700 0 0
HOLOGIC INC A 436440101 BBG000C3NTN5 694,227 9,630 SH   SOLE   9,630 0 0
HOWMET AEROSPACE INC A 443201108 BBG00DYNJGH9 1,228,772 11,235 SH   SOLE   11,235 0 0
HYATT HOTELS CORP CL A 448579102 BBG000CVRFS4 275,029 1,752 SH   SOLE   1,752 0 0
ILLINOIS TOOL WORKS A 452308109 BBG000BMBL90 2,402,481 9,475 SH   SOLE   9,475 0 0
INGERSOLL-RAND INC A 45687V106 BBG002R1CW27 3,041,627 33,624 SH   SOLE   33,624 0 0
INGREDION INC A 457187102 BBG000BXPZB7 1,575,337 11,452 SH   SOLE   11,452 0 0
INTERCONTINENTAL EXCHANGE IN A 45866F104 BBG000C1FB75 3,040,251 20,403 SH   SOLE   20,403 0 0
INTUIT INC A 461202103 BBG000BH5DV1 3,043,197 4,842 SH   SOLE   4,842 0 0
INVESCO LTD SHS G491BT108 BBG000BY2Y78 592,100 33,873 SH   SOLE   33,873 0 0
IOVANCE BIOTHERAPEUTICS INC A 462260100 BBG000FTLBV7 100,411 13,569 SH   SOLE   13,569 0 0
IQVIA HOLDINGS INC A 46266C105 BBG00333FYS2 837,722 4,263 SH   SOLE   4,263 0 0
JABIL INC A 466313103 BBG000BJNGN9 2,875,410 19,982 SH   SOLE   19,982 0 0
JACOBS SOLUTIONS INC A 46982L108 BBG019C1BQR4 621,600 4,652 SH   SOLE   4,652 0 0
JOHNSON CONTROLS INTERNATION A G51502105 BBG000BVWLJ6 2,055,811 26,046 SH   SOLE   26,046 0 0
KBR INC A 48242W106 BBG000P28YZ6 742,663 12,820 SH   SOLE   12,820 0 0
KRAFT HEINZ CO/THE A 500754106 BBG005CPNTQ2 365,603 11,905 SH   SOLE   11,905 0 0
KROGER CO A 501044101 BBG000BMY992 1,782,461 29,149 SH   SOLE   29,149 0 0
LAM RESEARCH CORP A 512807306 BBG000BNFLM9 2,994,728 41,461 SH   SOLE   41,461 0 0
LATTICE SEMICONDUCTOR CORP A 518415104 BBG000C2D1C1 769,420 13,582 SH   SOLE   13,582 0 0
LEIDOS HOLDINGS INC A 525327102 BBG000C23PB0 727,215 5,048 SH   SOLE   5,048 0 0
LENNOX INTERNATIONAL INC A 526107107 BBG000BB5B84 1,581,743 2,596 SH   SOLE   2,596 0 0
LINCOLN NATIONAL CORP A 534187109 BBG000BNC3Y9 2,255,659 71,134 SH   SOLE   71,134 0 0
LINDE PLC A G54950103 BBG01FND0CC1 2,376,371 5,676 SH   SOLE   5,676 0 0
LOCKHEED MARTIN CORP A 539830109 BBG000C1BW00 973,824 2,004 SH   SOLE   2,004 0 0
LOWE'S COS INC A 548661107 BBG000BNDN65 1,697,490 6,878 SH   SOLE   6,878 0 0
LYONDELLBASELL INDU CL A N53745100 BBG000WCFV84 994,104 13,385 SH   SOLE   13,385 0 0
MAGNA INTERNATIONAL INC A 559222401 BBG000BNLPJ7 652,551 15,615 SH   SOLE   15,615 0 0
MANPOWERGROUP INC A 56418H100 BBG000BNMHS4 236,998 4,106 SH   SOLE   4,106 0 0
MARSH & MCLENNAN COS A 571748102 BBG000BP4MH0 3,044,897 14,335 SH   SOLE   14,335 0 0
MARTIN MARIETTA MATERIALS A 573284106 BBG000BGYMH7 2,948,182 5,708 SH   SOLE   5,708 0 0
MARVELL TECHNOLOGY INC A 573874104 BBG00ZXBJ153 1,913,878 17,328 SH   SOLE   17,328 0 0
MCCORMICK & CO COM NON VTG 579780206 BBG000G6Y5W4 3,034,200 39,798 SH   SOLE   39,798 0 0
MERCK & CO. INC. A 58933Y105 BBG000BPD168 3,141,877 31,583 SH   SOLE   31,583 0 0
MOHAWK INDUSTRIES INC A 608190104 BBG000FLZN98 725,263 6,088 SH   SOLE   6,088 0 0
MOODY'S CORP A 615369105 BBG000F86GP6 1,411,589 2,982 SH   SOLE   2,982 0 0
MORGAN STANLEY A 617446448 BBG000BLZRJ2 3,045,944 24,228 SH   SOLE   24,228 0 0
MOSAIC CO/THE A 61945C103 BBG000BFXHL6 557,057 22,663 SH   SOLE   22,663 0 0
MP MATERIALS CORP A 553368101 BBG00TJGL0F0 241,332 15,470 SH   SOLE   15,470 0 0
NETFLIX INC A 64110L106 BBG000CL9VN6 2,515,305 2,822 SH   SOLE   2,822 0 0
NEW JERSEY RESOURCES CORP A 646025106 BBG000BPZVW9 218,788 4,690 SH   SOLE   4,690 0 0
NEWMONT CORP A 651639106 BBG000BPWXK1 2,041,852 54,859 SH   SOLE   54,859 0 0
NEW YORK TIMES CO A 650111107 BBG000FFC0B3 248,747 4,779 SH   SOLE   4,779 0 0
NOBLE CORP PLC A G65431127 BBG018KBK3G8 228,215 7,268 SH   SOLE   7,268 0 0
NORTHERN OIL AND GAS INC A 665531307 BBG000DRTDR6 850,927 22,899 SH   SOLE   22,899 0 0
NORTHERN TRUST CORP A 665859104 BBG000BQ74K1 2,565,062 25,025 SH   SOLE   25,025 0 0
NORWEGIAN CRUISE LINE HOLDIN A G66721104 BBG000BSRN78 823,206 31,994 SH   SOLE   31,994 0 0
NOV INC A 62955J103 BBG000BJX8C8 334,895 22,938 SH   SOLE   22,938 0 0
NUCOR CORP A 670346105 BBG000BQ8KV2 1,741,547 14,922 SH   SOLE   14,922 0 0
NU HOLDINGS LTD/CAYMAN ISL A G6683N103 BBG0136WM1M4 946,769 91,387 SH   SOLE   91,387 0 0
NVENT ELECTRIC PLC SHS G6700G107 BBG00GNT7999 2,743,372 40,249 SH   SOLE   40,249 0 0
NXP SEMICONDUCTORS NV COM N6596X109 BBG000BND699 1,543,494 7,426 SH   SOLE   7,426 0 0
OCCIDENTAL PETROLEUM CORP A 674599105 BBG000BQQ2S6 1,532,748 31,021 SH   SOLE   31,021 0 0
OKTA INC A 679295105 BBG001YV1SM4 1,801,447 22,861 SH   SOLE   22,861 0 0
OLD DOMINION FREIGHT LINE A 679580100 BBG000CHSS88 309,406 1,754 SH   SOLE   1,754 0 0
ONESPAWORLD HOLDINGS LTD COM P73684113 BBG00MKMQ6M4 252,869 12,707 SH   SOLE   12,707 0 0
ON HOLDING AG CLASS A H5919C104 BBG00LQK89F6 1,284,959 23,461 SH   SOLE   23,461 0 0
OPTION CARE HEALTH INC A 68404L201 BBG000BQK480 855,314 36,867 SH   SOLE   36,867 0 0
ORACLE CORP A 68389X105 BBG000BQLTW7 2,386,285 14,320 SH   SOLE   14,320 0 0
O'REILLY AUTOMOTIVE INC A 67103H107 BBG000BGYWY6 2,219,818 1,872 SH   SOLE   1,872 0 0
OTIS WORLDWIDE CORP A 68902V107 BBG00RP60KV0 2,656,703 28,687 SH   SOLE   28,687 0 0
OWENS CORNING A 690742101 BBG000M44VW8 306,576 1,800 SH   SOLE   1,800 0 0
PACKAGING CORP OF AMERICA A 695156109 BBG000BB8SW7 2,853,298 12,674 SH   SOLE   12,674 0 0
PAN AMERICAN SILVER CORP A 697900108 BBG000C0RGY3 824,936 40,798 SH   SOLE   40,798 0 0
PATTERSON-UTI ENERGY INC A 703481101 BBG000BKXFN7 85,400 10,339 SH   SOLE   10,339 0 0
PAYPAL HOLDINGS INC A 70450Y103 BBG0077VNXV6 2,060,434 24,141 SH   SOLE   24,141 0 0
PEPSICO INC A 713448108 BBG000DH7JK6 3,049,259 20,053 SH   SOLE   20,053 0 0
PFIZER INC A 717081103 BBG000BR2B91 1,386,909 52,277 SH   SOLE   52,277 0 0
PHILIP MORRIS INTERNATIONAL A 718172109 BBG000J2XL74 3,041,606 25,273 SH   SOLE   25,273 0 0
PHILLIPS 66 A 718546104 BBG00286S4N9 3,044,324 26,721 SH   SOLE   26,721 0 0
PINNACLE WEST CAPITAL A 723484101 BBG000BRDSX5 1,546,205 18,240 SH   SOLE   18,240 0 0
PINTEREST INC CLASS A 72352L106 BBG002583CV8 403,999 13,931 SH   SOLE   13,931 0 0
PLANET LABS PBC A 72703X106 BBG00ZCV3P74 42,695 10,568 SH   SOLE   10,568 0 0
PORTLAND GENERAL ELECTRIC CO A 736508847 BBG000BCRMW7 336,310 7,710 SH   SOLE   7,710 0 0
PRINCIPAL FINANCIAL GROUP A 74251V102 BBG000NSCNT7 2,006,390 25,919 SH   SOLE   25,919 0 0
PROGRESSIVE CORP A 743315103 BBG000BR37X2 3,023,159 12,617 SH   SOLE   12,617 0 0
PRUDENTIAL FINANCIAL INC A 744320102 BBG000HCJMF9 287,317 2,424 SH   SOLE   2,424 0 0
PTC INC A 69370C100 BBG000C2VBB0 3,039,739 16,532 SH   SOLE   16,532 0 0
PULTEGROUP INC A 745867101 BBG000BR54L0 1,219,027 11,194 SH   SOLE   11,194 0 0
QUALCOMM INC A 747525103 BBG000CGC1X8 3,041,369 19,798 SH   SOLE   19,798 0 0
RAMBUS INC A 750917106 BBG000BR32C6 261,076 4,939 SH   SOLE   4,939 0 0
RENAISSANCERE HOLDINGS LTD COM G7496G103 BBG000BFVZ83 1,511,521 6,075 SH   SOLE   6,075 0 0
RLI CORP A 749607107 BBG000BS7ZF4 270,156 1,639 SH   SOLE   1,639 0 0
ROBLOX CORP CLASS A 771049103 BBG001R1GCT0 2,139,952 36,985 SH   SOLE   36,985 0 0
ROLLINS INC A 775711104 BBG000BSBBP1 2,942,530 63,485 SH   SOLE   63,485 0 0
ROPER TECHNOLOGIES INC A 776696106 BBG000F1ZSN5 730,909 1,406 SH   SOLE   1,406 0 0
ROYALTY PHARMA PLC CL A G7709Q104 BBG00V1L5YZ5 998,257 39,132 SH   SOLE   39,132 0 0
RTX CORP A 75513E101 BBG000BW8S60 3,050,379 26,360 SH   SOLE   26,360 0 0
SALESFORCE INC A 79466L302 BBG000BN2DC2 261,780 783 SH   SOLE   783 0 0
SCHLUMBERGER LTD COM 806857108 BBG000BT41Q8 316,343 8,251 SH   SOLE   8,251 0 0
SCHWAB (CHARLES) CORP A 808513105 BBG000BSLZY7 2,981,863 40,290 SH   SOLE   40,290 0 0
SEAGATE TECHNOLOGY HOLDINGS A G7997R103 BBG0113JGQF0 433,621 5,024 SH   SOLE   5,024 0 0
SM ENERGY CO A 78454L100 BBG000BFV115 1,075,861 27,757 SH   SOLE   27,757 0 0
SOFI TECHNOLOGIES INC A 83406F102 BBG00YB1ZD58 493,200 32,026 SH   SOLE   32,026 0 0
SPORTRADAR GROUP AG A H8088L103 BBG0125CMRW3 212,016 12,227 SH   SOLE   12,227 0 0
STANLEY BLACK & DECKER INC A 854502101 BBG000BTQR96 364,597 4,541 SH   SOLE   4,541 0 0
STARBUCKS CORP A 855244109 BBG000CTQBF3 1,270,930 13,928 SH   SOLE   13,928 0 0
STERIS PLC A G8473T100 BBG00MRHG523 707,538 3,442 SH   SOLE   3,442 0 0
STRYKER CORP A 863667101 BBG000DN7P92 3,034,501 8,428 SH   SOLE   8,428 0 0
SYNCHRONY FINANCIAL A 87165B103 BBG00658F3P3 2,720,640 41,856 SH   SOLE   41,856 0 0
TECHNIPFMC PLC A G87110105 BBG00DL8NMV2 2,938,915 101,552 SH   SOLE   101,552 0 0
TE CONNECTIVITY PLC A G87052109 BBG01Q08MMR1 2,706,422 18,930 SH   SOLE   18,930 0 0
THE CAMPBELL'S COMPANY A 134429109 BBG000BG4202 1,046,288 24,983 SH   SOLE   24,983 0 0
THERMO FISHER SCIENTIFIC INC A 883556102 BBG000BVDLH9 1,725,603 3,317 SH   SOLE   3,317 0 0
TJX COMPANIES INC A 872540109 BBG000BV8DN6 3,046,587 25,218 SH   SOLE   25,218 0 0
T-MOBILE US INC A 872590104 BBG000NDV1D4 3,041,880 13,781 SH   SOLE   13,781 0 0
TRADEWEB MARKETS INC CLASS A 892672106 BBG00NK8H8T2 780,021 5,958 SH   SOLE   5,958 0 0
TRANE TECHNOLOGIES PLC A G8994E103 BBG000BM6788 921,898 2,496 SH   SOLE   2,496 0 0
TRANSALTA CORP A 89346D107 BBG000BBR1G3 269,572 19,051 SH   SOLE   19,051 0 0
TWILIO INC A 90138F102 BBG0029ZX840 3,036,183 28,092 SH   SOLE   28,092 0 0
TYSON FOODS INC CL A 902494103 BBG000DKCC19 3,043,171 52,980 SH   SOLE   52,980 0 0
UBER TECHNOLOGIES INC A 90353T100 BBG002B04MT8 3,046,462 50,505 SH   SOLE   50,505 0 0
UNITED AIRLINES HOLDINGS INC A 910047109 BBG000M65M61 1,275,020 13,131 SH   SOLE   13,131 0 0
UNITED PARCEL SERVICE CL B 911312106 BBG000L9CV04 3,048,594 24,176 SH   SOLE   24,176 0 0
UNITY SOFTWARE INC A 91332U101 BBG0056JW5G6 736,769 32,789 SH   SOLE   32,789 0 0
US FOODS HOLDING CORP A 912008109 BBG00C6H6D40 1,112,955 16,498 SH   SOLE   16,498 0 0
VAIL RESORTS INC A 91879Q109 BBG000BCMWM1 806,785 4,304 SH   SOLE   4,304 0 0
VALERO ENERGY CORP A 91913Y100 BBG000BBGGQ1 763,245 6,226 SH   SOLE   6,226 0 0
VALVOLINE INC A 92047W101 BBG003DNHV56 237,775 6,572 SH   SOLE   6,572 0 0
VEECO INSTRUMENTS INC A 922417100 BBG000BDCB28 204,216 7,620 SH   SOLE   7,620 0 0
VERIZON COMMUNICATIONS INC A 92343V104 BBG000HS77T5 2,734,876 68,389 SH   SOLE   68,389 0 0
VERMILION ENERGY INC A 923725105 BBG000PL3C78 174,210 18,533 SH   SOLE   18,533 0 0
VOYA FINANCIAL INC A 929089100 BBG000BCWKD6 656,019 9,531 SH   SOLE   9,531 0 0
WALT DISNEY CO/THE A 254687106 BBG000BH4R78 3,037,183 27,276 SH   SOLE   27,276 0 0
WASTE CONNECTIONS INC A 94106B101 BBG000FLHZZ2 2,113,008 12,315 SH   SOLE   12,315 0 0
WASTE MANAGEMENT INC A 94106L109 BBG000BWVSR1 779,918 3,865 SH   SOLE   3,865 0 0
WELLS FARGO & CO A 949746101 BBG000BWQFY7 875,963 12,471 SH   SOLE   12,471 0 0
WENDY'S CO/THE A 95058W100 BBG000D52545 256,464 15,734 SH   SOLE   15,734 0 0
WERNER ENTERPRISES INC A 950755108 BBG000BWPP85 305,176 8,496 SH   SOLE   8,496 0 0
WILLIAMS COS INC A 969457100 BBG000BWVCP8 2,074,257 38,327 SH   SOLE   38,327 0 0
WILLSCOT HOLDINGS CORP A 971378104 BBG00B0FS947 1,905,345 56,961 SH   SOLE   56,961 0 0
WISDOMTREE INC A 97717P104 BBG000KLDTJ2 153,919 14,659 SH   SOLE   14,659 0 0
WYNN RESORTS LTD COM 983134107 BBG000LD9JQ8 955,601 11,091 SH   SOLE   11,091 0 0
ZIMMER BIOMET HOLDINGS INC A 98956P102 BBG000BKPL53 964,508 9,131 SH   SOLE   9,131 0 0
ZOETIS INC A 98978V103 BBG0039320N9 1,407,063 8,636 SH   SOLE   8,636 0 0
ZOOM COMMUNICATIONS INC A 98980L101 BBG0042V6JM8 1,512,152 18,529 SH   SOLE   18,529 0 0
ZSCALER INC A 98980G102 BBG003338H34 1,002,178 5,555 SH   SOLE   5,555 0 0