The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101 BBG000BP5522 5,477,137 51,637 SH   SOLE N/A 51,637 0 0
ABBOTT LABS COM 002824100 BBG000B9ZZG4 2,544,847 22,390 SH   SOLE N/A 22,390 0 0
ABBVIE INC COM 00287Y109 BBG003P7K0B5 5,419,660 29,762 SH   SOLE N/A 29,762 0 0
ABERCROMBIE & FITCH CO CL A 002896207 BBG000H9G9Y7 1,826,434 14,573 SH   SOLE N/A 14,573 0 0
ACADEMY SPORTS & OUTDOORS IN COM 00402L107 BBG00X7L1CL2 321,220 4,756 SH   SOLE N/A 4,756 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 BBG000F7RFH6 319,173 3,751 SH   SOLE N/A 3,751 0 0
AECOM COM 00766T100 BBG000F61TD0 2,602,651 26,536 SH   SOLE N/A 26,536 0 0
AERCAP HOLDINGS NV SHS N00985106 BBG000Q9G1G4 2,533,253 29,148 SH   SOLE N/A 29,148 0 0
AES CORP COM 00130H105 BBG000C23NG0 3,065,976 170,997 SH   SOLE N/A 170,997 0 0
AFFIRM HLDGS INC COM CL A 00827B106 BBG00Y7BPBD7 728,917 19,563 SH   SOLE N/A 19,563 0 0
AGCO CORP COM 001084102 BBG000DCD2J9 452,099 3,675 SH   SOLE N/A 3,675 0 0
AIR PRODS & CHEMS INC COM 009158106 BBG000BC4LR0 1,159,262 4,785 SH   SOLE N/A 4,785 0 0
ALBEMARLE CORP COM 012653101 BBG000BJ27W2 1,328,730 10,086 SH   SOLE N/A 10,086 0 0
ALBERTSONS COS INC COMMON STOCK 013091103 BBG009KG17B3 736,721 34,362 SH   SOLE N/A 34,362 0 0
ALCOA CORP COM 013872106 BBG00B3T3HK5 659,446 19,516 SH   SOLE N/A 19,516 0 0
ALIGHT INC COM CL A 01626W101 BBG00NBPFSZ5 687,126 69,759 SH   SOLE N/A 69,759 0 0
ALLEGRO MICROSYSTEMS INC COM 01749D105 BBG00XZQGZZ8 583,441 21,641 SH   SOLE N/A 21,641 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 BBG001KY3881 292,419 3,603 SH   SOLE N/A 3,603 0 0
ALLY FINL INC COM 02005N100 BBG001LYYYZ9 335,355 8,262 SH   SOLE N/A 8,262 0 0
ALTRIA GROUP INC COM 02209S103 BBG000BP6MW1 442,917 10,154 SH   SOLE N/A 10,154 0 0
AMCOR PLC ORD G0250X107 BBG00LNJRTX7 185,901 19,548 SH   SOLE N/A 19,548 0 0
AMDOCS LTD SHS G02602103 BBG000C3N682 917,256 10,150 SH   SOLE N/A 10,150 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 BBG005P7Q8V5 803,204 52,326 SH   SOLE N/A 52,326 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 BBG000BGY0Z5 374,497 14,521 SH   SOLE N/A 14,521 0 0
AMERICAN EXPRESS CO COM 025816109 BBG000BCR153 2,946,764 12,942 SH   SOLE N/A 12,942 0 0
AMERICAN FINL GROUP INC OHIO COM 025932104 BBG000DPKMB6 583,179 4,273 SH   SOLE N/A 4,273 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 BBG000BBF265 1,313,334 16,801 SH   SOLE N/A 16,801 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 BBG000TRJ3B9 1,367,652 11,191 SH   SOLE N/A 11,191 0 0
AMETEK INC COM 031100100 BBG000B9XKF0 510,474 2,791 SH   SOLE N/A 2,791 0 0
AMGEN INC COM 031162100 BBG000BBSCX9 1,711,322 6,019 SH   SOLE N/A 6,019 0 0
APA CORPORATION COM 03743Q108 BBG00YTSQK72 543,170 15,799 SH   SOLE N/A 15,799 0 0
API GROUP CORP COM STK 00187Y100 BBG00HXKRH13 514,948 13,113 SH   SOLE N/A 13,113 0 0
APOLLO GLOBAL MGMT INC COM 03769M106 BBG011Y7QJ21 805,479 7,163 SH   SOLE N/A 7,163 0 0
APPLE INC COM 037833100 BBG000B9Y5X2 1,179,268 6,877 SH   SOLE N/A 6,877 0 0
APTIV PLC SHS G6095L109 BBG001QD41R4 1,662,853 20,877 SH   SOLE N/A 20,877 0 0
ARCH CAP GROUP LTD ORD G0450A105 BBG000HXQ125 458,502 4,960 SH   SOLE N/A 4,960 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 BBG000BB7059 277,809 4,423 SH   SOLE N/A 4,423 0 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102 BBG000DW4N45 342,723 2,759 SH   SOLE N/A 2,759 0 0
ARROW ELECTRS INC COM 042735100 BBG000BCD5L1 598,753 4,625 SH   SOLE N/A 4,625 0 0
ASHLAND INC COM 044186104 BBG00D20JBT2 420,152 4,315 SH   SOLE N/A 4,315 0 0
ATLASSIAN CORPORATION CL A 049468101 BBG01BHHGJQ1 2,430,680 12,458 SH   SOLE N/A 12,458 0 0
AUTOLIV INC COM 052800109 BBG000BVLVN1 807,604 6,706 SH   SOLE N/A 6,706 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 BBG000JG1MT2 1,136,317 4,550 SH   SOLE N/A 4,550 0 0
AVANTOR INC COM 05352A100 BBG00N9SDKZ1 240,818 9,418 SH   SOLE N/A 9,418 0 0
AVIS BUDGET GROUP COM 053774105 BBG000FLRB48 530,864 4,335 SH   SOLE N/A 4,335 0 0
AXALTA COATING SYS LTD COM G0750C108 BBG0070QYRW4 544,187 15,824 SH   SOLE N/A 15,824 0 0
BAKER HUGHES COMPANY CL A 05722G100 BBG00GCRFYW5 1,483,883 44,295 SH   SOLE N/A 44,295 0 0
BANK NEW YORK MELLON CORP COM 064058100 BBG000BD8QV8 2,346,459 40,723 SH   SOLE N/A 40,723 0 0
BARRICK GOLD CORP COM 067901108 BBG000BB0BD3 2,578,168 154,938 SH   SOLE N/A 154,938 0 0
BELLRING BRANDS INC COMMON STOCK 07831C103 BBG0154FBJH7 1,183,965 20,057 SH   SOLE N/A 20,057 0 0
BEST BUY INC COM 086516101 BBG000BCWFH3 3,422,292 41,720 SH   SOLE N/A 41,720 0 0
BIO RAD LABS INC CL A 090572207 BBG000DY3DH0 566,881 1,639 SH   SOLE N/A 1,639 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 BBG000CZX7N1 772,784 8,848 SH   SOLE N/A 8,848 0 0
BLACK HILLS CORP COM 092113109 BBG000BDB1V9 534,807 9,795 SH   SOLE N/A 9,795 0 0
BLOCK H & R INC COM 093671105 BBG000BLDXM9 335,078 6,823 SH   SOLE N/A 6,823 0 0
BLOCK INC CL A 852234103 BBG00B6KP747 463,752 5,483 SH   SOLE N/A 5,483 0 0
BLUE OWL CAPITAL INC COM CL A 09581B103 BBG00YDFZCY5 1,004,861 53,280 SH   SOLE N/A 53,280 0 0
BOEING CO COM 097023105 BBG000BCSV38 1,533,113 7,944 SH   SOLE N/A 7,944 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 BBG0015MBGS5 265,262 1,787 SH   SOLE N/A 1,787 0 0
BORGWARNER INC COM 099724106 BBG000BJ4D93 598,153 17,218 SH   SOLE N/A 17,218 0 0
BOSTON BEER INC CL A 100557107 BBG000BCZFG1 329,382 1,082 SH   SOLE N/A 1,082 0 0
BOYD GAMING CORP COM 103304101 BBG000BHXCZ8 341,178 5,068 SH   SOLE N/A 5,068 0 0
BRINKER INTL INC COM 109641100 BBG000BK2BB3 270,905 5,453 SH   SOLE N/A 5,453 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 BBG000BKD5G9 236,704 1,135 SH   SOLE N/A 1,135 0 0
BWX TECHNOLOGIES INC COM 05605H100 BBG000D86H49 2,120,027 20,659 SH   SOLE N/A 20,659 0 0
CAMPBELL SOUP CO COM 134429109 BBG000BG44X2 467,436 10,516 SH   SOLE N/A 10,516 0 0
CARDINAL HEALTH INC COM 14149Y108 BBG000D89CS1 694,563 6,207 SH   SOLE N/A 6,207 0 0
CARLYLE GROUP INC COM 14316J108 BBG0021VH998 1,225,289 26,120 SH   SOLE N/A 26,120 0 0
CARMAX INC COM 143130102 BBG000BLN1T1 1,255,691 14,415 SH   SOLE N/A 14,415 0 0
CARTERS INC COM 146229109 BBG000CTM6D0 1,589,359 18,769 SH   SOLE N/A 18,769 0 0
CARVANA CO CL A 146869102 BBG00GCTWDM9 2,546,225 28,964 SH   SOLE N/A 28,964 0 0
CELSIUS HLDGS INC COM NEW 15118V207 BBG000NY3G19 1,371,828 16,544 SH   SOLE N/A 16,544 0 0
CENCORA INC COM 03073E105 BBG000MDCSN6 2,111,097 8,688 SH   SOLE N/A 8,688 0 0
CHARLES RIV LABS INTL INC COM 159864107 BBG000BG5DL4 994,928 3,672 SH   SOLE N/A 3,672 0 0
CHART INDS INC COM 16115Q308 BBG000P1K5N0 221,219 1,343 SH   SOLE N/A 1,343 0 0
CHENIERE ENERGY INC COM NEW 16411R208 BBG000C3HV48 3,490,583 21,643 SH   SOLE N/A 21,643 0 0
CHEVRON CORP NEW COM 166764100 BBG000K4NHJ5 3,291,561 20,867 SH   SOLE N/A 20,867 0 0
CHUBB LIMITED COM H1467J104 BBG000BR16M8 1,604,015 6,190 SH   SOLE N/A 6,190 0 0
CIENA CORP COM NEW 171779309 BBG000BP13M9 339,573 6,867 SH   SOLE N/A 6,867 0 0
CITIZENS FINL GROUP INC COM 174610105 BBG006Q0HYC1 1,075,055 29,624 SH   SOLE N/A 29,624 0 0
CIVITAS RESOURCES INC COM NEW 17888H103 BBG00GLNJ045 252,780 3,330 SH   SOLE N/A 3,330 0 0
CLEAR SECURE INC COM CL A 18467V109 BBG011C0FS86 576,332 27,096 SH   SOLE N/A 27,096 0 0
CLEARWAY ENERGY INC CL C 18539C204 BBG008MZ5LW3 516,343 22,401 SH   SOLE N/A 22,401 0 0
CNH INDL N V SHS N20944109 BBG0059JSF94 2,101,736 162,171 SH   SOLE N/A 162,171 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 BBG000BBF443 317,492 4,332 SH   SOLE N/A 4,332 0 0
COHERENT CORP COM 19247G107 BBG000BLW3R9 272,063 4,488 SH   SOLE N/A 4,488 0 0
COMMERCIAL METALS CO COM 201723103 BBG000BFSPW2 811,144 13,802 SH   SOLE N/A 13,802 0 0
COMSTOCK RES INC COM 205768302 BBG000DNBMJ3 184,941 19,929 SH   SOLE N/A 19,929 0 0
CONAGRA BRANDS INC COM 205887102 BBG000BDXHW9 679,112 22,912 SH   SOLE N/A 22,912 0 0
CONFLUENT INC CLASS A COM 20717M103 BBG011B9MN81 212,114 6,950 SH   SOLE N/A 6,950 0 0
CONOCOPHILLIPS COM 20825C104 BBG000BQQJR0 1,482,176 11,645 SH   SOLE N/A 11,645 0 0
CORE & MAIN INC CL A 21874C102 BBG01163K313 649,788 11,350 SH   SOLE N/A 11,350 0 0
COTERRA ENERGY INC COM 127097103 BBG000C3GR48 755,855 27,111 SH   SOLE N/A 27,111 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 BBG00P4Y2WY5 660,095 2,059 SH   SOLE N/A 2,059 0 0
CROWN HLDGS INC COM 228368106 BBG000BF68R0 968,399 12,218 SH   SOLE N/A 12,218 0 0
CSX CORP COM 126408103 BBG000BGK1N1 559,794 15,101 SH   SOLE N/A 15,101 0 0
CULLEN FROST BANKERS INC COM 229899109 BBG000C2PN67 228,067 2,026 SH   SOLE N/A 2,026 0 0
DATADOG INC CL A COM 23804L103 BBG00Q3HXSK1 1,826,314 14,776 SH   SOLE N/A 14,776 0 0
DAVITA INC COM 23918K108 BBG000MQ1VX1 472,407 3,422 SH   SOLE N/A 3,422 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 BBG000R7Z2D7 1,289,043 26,928 SH   SOLE N/A 26,928 0 0
DENTSPLY SIRONA INC COM 24906P109 BBG000BX5KG7 551,319 16,611 SH   SOLE N/A 16,611 0 0
DEUTSCHE BANK A G NAMEN AKT D18190898 BBG000BR1YD7 384,914 24,408 SH   SOLE N/A 24,408 0 0
DEXCOM INC COM 252131107 BBG000QTFGV1 626,508 4,517 SH   SOLE N/A 4,517 0 0
DIGITALOCEAN HLDGS INC COM 25402D102 BBG00ZGF6SX7 375,462 9,834 SH   SOLE N/A 9,834 0 0
DILLARDS INC CL A 254067101 BBG000BS4P78 263,175 558 SH   SOLE N/A 558 0 0
DOCUSIGN INC COM 256163106 BBG00KGGQ628 512,785 8,611 SH   SOLE N/A 8,611 0 0
DOLLAR GEN CORP NEW COM 256677105 BBG000NV1PS8 1,761,293 11,286 SH   SOLE N/A 11,286 0 0
DOLLAR TREE INC COM 256746108 BBG000BSCDT2 1,816,965 13,646 SH   SOLE N/A 13,646 0 0
DOORDASH INC CL A 25809K105 BBG00S1N9N06 752,364 5,463 SH   SOLE N/A 5,463 0 0
DORIAN LPG LTD SHS USD Y2106R110 BBG006476H75 325,256 8,457 SH   SOLE N/A 8,457 0 0
DOW INC COM 260557103 BBG00LXXHZT7 2,485,834 42,911 SH   SOLE N/A 42,911 0 0
DOXIMITY INC CL A 26622P107 BBG0118J7ZV7 830,470 30,861 SH   SOLE N/A 30,861 0 0
DRAFTKINGS INC NEW COM CL A 26142V105 BBG0140DYV50 2,009,710 44,257 SH   SOLE N/A 44,257 0 0
DT MIDSTREAM INC COMMON STOCK 23345M107 BBG011BXRSR1 291,203 4,766 SH   SOLE N/A 4,766 0 0
DUOLINGO INC CL A COM 26603R106 BBG011WFP5R9 527,627 2,392 SH   SOLE N/A 2,392 0 0
DUPONT DE NEMOURS INC COM 26614N102 BBG00CCS9JW2 298,860 3,898 SH   SOLE N/A 3,898 0 0
DXC TECHNOLOGY CO COM 23355L106 BBG00FZQLY75 663,703 31,292 SH   SOLE N/A 31,292 0 0
DYNATRACE INC COM NEW 268150109 BBG00PNN7C86 2,615,361 56,317 SH   SOLE N/A 56,317 0 0
E L F BEAUTY INC COM 26856L103 BBG00DQ6VYV6 908,991 4,637 SH   SOLE N/A 4,637 0 0
EBAY INC. COM 278642103 BBG000C441Y3 312,246 5,916 SH   SOLE N/A 5,916 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 BBG00LN40D28 339,519 20,855 SH   SOLE N/A 20,855 0 0
ELASTIC N V ORD SHS N14506104 BBG00LWZDYG4 1,139,127 11,364 SH   SOLE N/A 11,364 0 0
ELECTRONIC ARTS INC COM 285512109 BBG000BP0WH2 2,079,204 15,672 SH   SOLE N/A 15,672 0 0
EMCOR GROUP INC COM 29084Q100 BBG000BBRRG6 355,803 1,016 SH   SOLE N/A 1,016 0 0
ENPHASE ENERGY INC COM 29355A107 BBG001R3MP47 1,713,924 14,167 SH   SOLE N/A 14,167 0 0
ENTERGY CORP NEW COM 29364G103 BBG000C1FSD1 358,044 3,388 SH   SOLE N/A 3,388 0 0
ENVISTA HOLDINGS CORPORATION COM 29415F104 BBG00LN4B5S5 1,069,535 50,025 SH   SOLE N/A 50,025 0 0
EOG RES INC COM 26875P101 BBG000BZ9367 386,844 3,026 SH   SOLE N/A 3,026 0 0
EQUITRANS MIDSTREAM CORP COM 294600101 BBG00K53L3D9 398,518 31,907 SH   SOLE N/A 31,907 0 0
ETSY INC COM 29786A106 BBG0087LWYN3 556,907 8,104 SH   SOLE N/A 8,104 0 0
EVEREST GROUP LTD COM G3223R108 BBG000C1XXY7 661,838 1,665 SH   SOLE N/A 1,665 0 0
EVERGY INC COM 30034W106 BBG00HY73KG4 1,774,351 33,240 SH   SOLE N/A 33,240 0 0
EVOLENT HEALTH INC CL A 30050B101 BBG008MX5S35 240,580 7,337 SH   SOLE N/A 7,337 0 0
EXXON MOBIL CORP COM 30231G102 BBG000GZQBJ1 256,658 2,208 SH   SOLE N/A 2,208 0 0
FEDERATED HERMES INC CL B 314211103 BBG000BP0BK4 1,900,815 52,625 SH   SOLE N/A 52,625 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 BBG006N7S6P4 746,161 14,052 SH   SOLE N/A 14,052 0 0
FIRST AMERN FINL CORP COM 31847R102 BBG000V78W00 1,235,225 20,233 SH   SOLE N/A 20,233 0 0
FIRST CTZNS BANCSHARES INC N CL A 31946M103 BBG000BJCP24 1,188,645 727 SH   SOLE N/A 727 0 0
FIRST HORIZON CORPORATION COM 320517105 BBG000GJ0XT6 749,841 48,691 SH   SOLE N/A 48,691 0 0
FIRSTENERGY CORP COM 337932107 BBG000BB6PD6 379,480 9,826 SH   SOLE N/A 9,826 0 0
FLEX LTD ORD Y2573F102 BBG000BP6807 413,214 14,443 SH   SOLE N/A 14,443 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 BBG007HS9B19 223,076 1,721 SH   SOLE N/A 1,721 0 0
FLOWSERVE CORP COM 34354P105 BBG000FFH7Y8 219,173 4,798 SH   SOLE N/A 4,798 0 0
FOOT LOCKER INC COM 344849104 BBG000BX8FQ4 1,610,649 56,514 SH   SOLE N/A 56,514 0 0
FORD MTR CO DEL COM 345370860 BBG000BQPFG1 2,509,283 188,952 SH   SOLE N/A 188,952 0 0
FORTUNE BRANDS INNOVATIONS I COM 34964C106 BBG001VCCJW6 202,192 2,388 SH   SOLE N/A 2,388 0 0
FRANKLIN RESOURCES INC COM 354613101 BBG000BD0WB5 669,046 23,801 SH   SOLE N/A 23,801 0 0
FREEPORT-MCMORAN INC CL B 35671D857 BBG000BJDCQ6 373,010 7,933 SH   SOLE N/A 7,933 0 0
GALLAGHER ARTHUR J & CO COM 363576109 BBG000BBHZK4 1,360,718 5,442 SH   SOLE N/A 5,442 0 0
GAP INC COM 364760108 BBG000BKLK68 1,075,249 39,029 SH   SOLE N/A 39,029 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 BBG01BY44931 1,352,650 14,879 SH   SOLE N/A 14,879 0 0
GENERAC HLDGS INC COM 368736104 BBG000PQ4Z11 324,684 2,574 SH   SOLE N/A 2,574 0 0
GENERAL MTRS CO COM 37045V100 BBG0014WFHK6 2,190,632 48,305 SH   SOLE N/A 48,305 0 0
GENPACT LIMITED SHS G3922B107 BBG000RQBH93 2,620,085 79,517 SH   SOLE N/A 79,517 0 0
GILEAD SCIENCES INC COM 375558103 BBG000CKHQT4 2,959,007 40,396 SH   SOLE N/A 40,396 0 0
GITLAB INC CLASS A COM 37637K108 BBG012TGZFY8 1,109,421 19,023 SH   SOLE N/A 19,023 0 0
GLAUKOS CORP COM 377322102 BBG008NZ7B25 250,717 2,659 SH   SOLE N/A 2,659 0 0
GLOBAL PMTS INC COM 37940X102 BBG000CX0RB1 357,941 2,678 SH   SOLE N/A 2,678 0 0
GLOBANT S A COM L44385109 BBG00564Y489 739,560 3,663 SH   SOLE N/A 3,663 0 0
GLOBE LIFE INC COM 37959E102 BBG000BVD9G7 2,763,438 23,747 SH   SOLE N/A 23,747 0 0
GODADDY INC CL A 380237107 BBG006MDLY41 733,917 6,184 SH   SOLE N/A 6,184 0 0
GRAINGER W W INC COM 384802104 BBG000BKR342 431,335 424 SH   SOLE N/A 424 0 0
HALLIBURTON CO COM 406216101 BBG000BKTJ63 643,058 16,313 SH   SOLE N/A 16,313 0 0
HCA HEALTHCARE INC COM 40412C101 BBG000QW7X64 1,197,039 3,589 SH   SOLE N/A 3,589 0 0
HEICO CORP NEW COM 422806109 BBG000BL18H3 487,241 2,551 SH   SOLE N/A 2,551 0 0
HENRY SCHEIN INC COM 806407102 BBG000BNMVX7 680,964 9,017 SH   SOLE N/A 9,017 0 0
HERC HLDGS INC COM 42704L104 BBG000FNT368 241,511 1,435 SH   SOLE N/A 1,435 0 0
HERTZ GLOBAL HLDGS INC COM NEW 42806J700 BBG011N571K7 140,682 17,967 SH   SOLE N/A 17,967 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 BBG0078W8097 630,231 35,546 SH   SOLE N/A 35,546 0 0
HF SINCLAIR CORP COM 403949100 BBG0142NR5N1 1,124,271 18,623 SH   SOLE N/A 18,623 0 0
HILTON GRAND VACATIONS INC COM 43283X105 BBG00CBYY6R6 248,702 5,268 SH   SOLE N/A 5,268 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 BBG0058KMJP2 1,015,996 4,763 SH   SOLE N/A 4,763 0 0
HOME DEPOT INC COM 437076102 BBG000BKZDM1 2,593,903 6,762 SH   SOLE N/A 6,762 0 0
HONEYWELL INTL INC COM 438516106 BBG000H56NZ4 1,349,314 6,574 SH   SOLE N/A 6,574 0 0
HOULIHAN LOKEY INC CL A 441593100 BBG009L72FL2 368,290 2,873 SH   SOLE N/A 2,873 0 0
HP INC COM 40434L105 BBG000KHWXF5 751,299 24,861 SH   SOLE N/A 24,861 0 0
HUBSPOT INC COM 443573100 BBG0071GP394 1,289,460 2,058 SH   SOLE N/A 2,058 0 0
HUMANA INC COM 444859102 BBG000BLKM81 3,451,944 9,956 SH   SOLE N/A 9,956 0 0
HUNTSMAN CORP COM 447011107 BBG000NS28G5 1,735,004 66,654 SH   SOLE N/A 66,654 0 0
HYATT HOTELS CORP COM CL A 448579102 BBG000CVRH82 379,896 2,380 SH   SOLE N/A 2,380 0 0
ILLINOIS TOOL WKS INC COM 452308109 BBG000BMBNV1 2,813,708 10,486 SH   SOLE N/A 10,486 0 0
INSPIRE MED SYS INC COM 457730109 BBG00KK0J207 503,468 2,344 SH   SOLE N/A 2,344 0 0
INTEL CORP COM 458140100 BBG000C0GFS4 2,000,592 45,293 SH   SOLE N/A 45,293 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 BBG000LV1PQ2 1,172,396 10,495 SH   SOLE N/A 10,495 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 BBG008DRGDZ4 279,687 12,381 SH   SOLE N/A 12,381 0 0
INTERNATIONAL PAPER CO COM 460146103 BBG000BM5V31 2,421,425 62,056 SH   SOLE N/A 62,056 0 0
INTERPUBLIC GROUP COS INC COM 460690100 BBG000C90HC5 3,160,999 96,874 SH   SOLE N/A 96,874 0 0
INVESCO LTD SHS G491BT108 BBG000BY30F2 1,397,807 84,256 SH   SOLE N/A 84,256 0 0
IQVIA HLDGS INC COM 46266C105 BBG0044K3GK1 395,014 1,562 SH   SOLE N/A 1,562 0 0
JACKSON FINANCIAL INC COM CL A 46817M107 BBG010JMHC40 413,706 6,255 SH   SOLE N/A 6,255 0 0
JEFFERIES FINL GROUP INC COM 47233W109 BBG000BNHV54 1,233,257 27,965 SH   SOLE N/A 27,965 0 0
JOHNSON & JOHNSON COM 478160104 BBG000BMHZY5 3,040,570 19,221 SH   SOLE N/A 19,221 0 0
KBR INC COM 48242W106 BBG000P292S3 867,558 13,628 SH   SOLE N/A 13,628 0 0
KENVUE INC COM 49177J102 BBG01C79X5B5 825,759 38,479 SH   SOLE N/A 38,479 0 0
KEURIG DR PEPPER INC COM 49271V100 BBG000TJMD94 3,410,719 111,207 SH   SOLE N/A 111,207 0 0
KIMBERLY-CLARK CORP COM 494368103 BBG000BMW672 509,898 3,942 SH   SOLE N/A 3,942 0 0
KINDER MORGAN INC DEL COM 49456B101 BBG0019JZ8D6 2,012,063 109,709 SH   SOLE N/A 109,709 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 BBG001BD46F2 1,506,062 27,373 SH   SOLE N/A 27,373 0 0
KOHLS CORP COM 500255104 BBG000CS8H44 220,403 7,561 SH   SOLE N/A 7,561 0 0
KRAFT HEINZ CO COM 500754106 BBG008H7SQZ2 692,576 18,769 SH   SOLE N/A 18,769 0 0
KROGER CO COM 501044101 BBG000BMYBX0 3,595,991 62,944 SH   SOLE N/A 62,944 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 BBG000BLGHH7 1,707,357 8,012 SH   SOLE N/A 8,012 0 0
LEAR CORP COM NEW 521865204 BBG000PTLK19 571,262 3,943 SH   SOLE N/A 3,943 0 0
LEGGETT & PLATT INC COM 524660107 BBG000BN55D5 1,308,749 68,342 SH   SOLE N/A 68,342 0 0
LEIDOS HOLDINGS INC COM 525327102 BBG000C23RG1 1,696,305 12,940 SH   SOLE N/A 12,940 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 BBG006GNT0H8 1,308,049 22,856 SH   SOLE N/A 22,856 0 0
LINCOLN NATL CORP IND COM 534187109 BBG000BNC5M7 265,690 8,321 SH   SOLE N/A 8,321 0 0
LITHIA MTRS INC COM 536797103 BBG000K3BF68 316,204 1,051 SH   SOLE N/A 1,051 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 BBG000FQ8195 922,526 8,722 SH   SOLE N/A 8,722 0 0
LOCKHEED MARTIN CORP COM 539830109 BBG000C1BXJ8 1,886,346 4,147 SH   SOLE N/A 4,147 0 0
LOWES COS INC COM 548661107 BBG000BNDQS4 376,746 1,479 SH   SOLE N/A 1,479 0 0
LUMENTUM HLDGS INC COM 55024U109 BBG0073F9SD2 484,675 10,236 SH   SOLE N/A 10,236 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 BBG000WCFWH2 3,808,805 37,239 SH   SOLE N/A 37,239 0 0
MACYS INC COM 55616P104 BBG000C46L95 2,520,279 126,077 SH   SOLE N/A 126,077 0 0
MAGNA INTL INC COM 559222401 BBG000BNLR30 355,754 6,530 SH   SOLE N/A 6,530 0 0
MARATHON DIGITAL HOLDINGS IN COM 565788106 BBG001M32YF3 758,553 33,594 SH   SOLE N/A 33,594 0 0
MARATHON OIL CORP COM 565849106 BBG000C8H839 294,283 10,384 SH   SOLE N/A 10,384 0 0
MARATHON PETE CORP COM 56585A102 BBG001QSXK51 2,855,457 14,171 SH   SOLE N/A 14,171 0 0
MARRIOTT INTL INC NEW CL A 571903202 BBG000BGDJN0 2,170,875 8,604 SH   SOLE N/A 8,604 0 0
MARVELL TECHNOLOGY INC COM 573874104 BBG01076BZW2 2,973,274 41,948 SH   SOLE N/A 41,948 0 0
MASCO CORP COM 574599106 BBG000BNNM75 1,387,026 17,584 SH   SOLE N/A 17,584 0 0
MASIMO CORP COM 574795100 BBG000C3WB54 244,946 1,668 SH   SOLE N/A 1,668 0 0
MCKESSON CORP COM 58155Q103 BBG000DYGRD9 419,280 781 SH   SOLE N/A 781 0 0
MDU RES GROUP INC COM 552690109 BBG000BNX571 2,091,600 83,000 SH   SOLE N/A 83,000 0 0
MERCADOLIBRE INC COM 58733R102 BBG000GQQT02 2,493,222 1,649 SH   SOLE N/A 1,649 0 0
MERCK & CO INC COM 58933Y105 BBG000BPD257 2,075,046 15,726 SH   SOLE N/A 15,726 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 BBG000BZCP64 1,654,793 1,243 SH   SOLE N/A 1,243 0 0
MGM RESORTS INTERNATIONAL COM 552953101 BBG000C2C1W0 206,921 4,383 SH   SOLE N/A 4,383 0 0
MICRON TECHNOLOGY INC COM 595112103 BBG000C60FN3 2,285,769 19,389 SH   SOLE N/A 19,389 0 0
MODERNA INC COM 60770K107 BBG00MJW66X4 1,181,431 11,087 SH   SOLE N/A 11,087 0 0
MOLSON COORS BEVERAGE CO CL B 60871R209 BBG000BS7MP2 893,820 13,291 SH   SOLE N/A 13,291 0 0
MONDELEZ INTL INC CL A 609207105 BBG000D4M6H0 2,442,790 34,897 SH   SOLE N/A 34,897 0 0
MONGODB INC CL A 60937P106 BBG00HT4ZBM5 2,494,700 6,956 SH   SOLE N/A 6,956 0 0
MOSAIC CO NEW COM 61945C103 BBG000BFXLX4 331,644 10,217 SH   SOLE N/A 10,217 0 0
MSC INDL DIRECT INC CL A 553530106 BBG000BCM158 374,186 3,856 SH   SOLE N/A 3,856 0 0
NATIONAL FUEL GAS CO COM 636180101 BBG000BPYH33 543,378 10,115 SH   SOLE N/A 10,115 0 0
NETAPP INC COM 64110D104 BBG000FP3343 355,428 3,386 SH   SOLE N/A 3,386 0 0
NEWELL BRANDS INC COM 651229106 BBG000BQCKD7 186,336 23,205 SH   SOLE N/A 23,205 0 0
NEWMONT CORP COM 651639106 BBG000BPWYG4 1,555,133 43,391 SH   SOLE N/A 43,391 0 0
NEWS CORP NEW CL A 65249B109 BBG004PLVW57 1,090,345 41,648 SH   SOLE N/A 41,648 0 0
NEXSTAR MEDIA GROUP INC COMMON STOCK 65336K103 BBG000DZK4M2 353,195 2,050 SH   SOLE N/A 2,050 0 0
NEXTRACKER INC CLASS A COM 65290E101 BBG01DZ9ZJ75 432,716 7,690 SH   SOLE N/A 7,690 0 0
NORDSTROM INC COM 655664100 BBG000G8NDS0 445,170 21,962 SH   SOLE N/A 21,962 0 0
NORFOLK SOUTHN CORP COM 655844108 BBG000BQ5GM4 1,552,413 6,091 SH   SOLE N/A 6,091 0 0
NORTHERN TR CORP COM 665859104 BBG000BQ7GH8 753,864 8,478 SH   SOLE N/A 8,478 0 0
NORTHROP GRUMMAN CORP COM 666807102 BBG000BQ2F03 1,107,619 2,314 SH   SOLE N/A 2,314 0 0
NRG ENERGY INC COM NEW 629377508 BBG000D8RHJ0 2,136,770 31,567 SH   SOLE N/A 31,567 0 0
NUTRIEN LTD COM 67077M108 BBG00JM9XLR2 1,474,082 27,142 SH   SOLE N/A 27,142 0 0
OCCIDENTAL PETE CORP COM 674599105 BBG000BQQ4P5 2,249,109 34,607 SH   SOLE N/A 34,607 0 0
OGE ENERGY CORP COM 670837103 BBG000BQGP79 484,728 14,132 SH   SOLE N/A 14,132 0 0
OKTA INC CL A 679295105 BBG00G6S3JL8 321,916 3,077 SH   SOLE N/A 3,077 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 BBG000CHV281 337,079 1,537 SH   SOLE N/A 1,537 0 0
OLD REP INTL CORP COM 680223104 BBG000C4PNM5 1,046,968 34,081 SH   SOLE N/A 34,081 0 0
OLIN CORP COM PAR $1 680665205 BBG000BQHX53 1,315,003 22,364 SH   SOLE N/A 22,364 0 0
ONEOK INC NEW COM 682680103 BBG000BQHJ81 681,285 8,498 SH   SOLE N/A 8,498 0 0
ORACLE CORP COM 68389X105 BBG000BQLY10 1,229,345 9,787 SH   SOLE N/A 9,787 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 BBG000BGZ8C2 463,970 411 SH   SOLE N/A 411 0 0
ORMAT TECHNOLOGIES INC COM 686688102 BBG000Q5BSH7 277,005 4,185 SH   SOLE N/A 4,185 0 0
OVINTIV INC COM 69047Q102 BBG00R2NHQH3 1,146,056 22,082 SH   SOLE N/A 22,082 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 BBG00X7K6X24 593,175 25,779 SH   SOLE N/A 25,779 0 0
PALO ALTO NETWORKS INC COM 697435105 BBG002VZ5CL8 634,462 2,233 SH   SOLE N/A 2,233 0 0
PAPA JOHNS INTL INC COM 698813102 BBG000BFWPQ4 1,261,471 18,941 SH   SOLE N/A 18,941 0 0
PARKER-HANNIFIN CORP COM 701094104 BBG000BR3N30 2,729,485 4,911 SH   SOLE N/A 4,911 0 0
PATTERSON-UTI ENERGY INC COM 703481101 BBG000BKXQ08 297,903 24,950 SH   SOLE N/A 24,950 0 0
PAYPAL HLDGS INC COM 70450Y103 BBG0077VNYG1 3,157,440 47,133 SH   SOLE N/A 47,133 0 0
PBF ENERGY INC CL A 69318G106 BBG002832GZ4 611,796 10,627 SH   SOLE N/A 10,627 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 BBG009XW2WH2 237,803 3,186 SH   SOLE N/A 3,186 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105 BBG00CNYBQC0 605,844 34,306 SH   SOLE N/A 34,306 0 0
PG&E CORP COM 69331C108 BBG000BQWSK0 703,015 41,946 SH   SOLE N/A 41,946 0 0
PHILIP MORRIS INTL INC COM 718172109 BBG000J2XPB0 1,903,772 20,779 SH   SOLE N/A 20,779 0 0
PHILLIPS 66 COM 718546104 BBG002VX6CQ7 881,873 5,399 SH   SOLE N/A 5,399 0 0
PINTEREST INC CL A 72352L106 BBG00NPWLPW7 876,908 25,293 SH   SOLE N/A 25,293 0 0
POLARIS INC COM 731068102 BBG000D5S6R0 315,378 3,150 SH   SOLE N/A 3,150 0 0
POST HLDGS INC COM 737446104 BBG001WTBFQ4 271,758 2,557 SH   SOLE N/A 2,557 0 0
PPG INDS INC COM 693506107 BBG000BRJ952 1,532,897 10,579 SH   SOLE N/A 10,579 0 0
PRINCIPAL FINANCIAL GROUP IN COM 74251V102 BBG000NSF0Z7 1,572,482 18,219 SH   SOLE N/A 18,219 0 0
PROCORE TECHNOLOGIES INC COM 74275K108 BBG00S2L26Z5 506,907 6,169 SH   SOLE N/A 6,169 0 0
PROCTER AND GAMBLE CO COM 742718109 BBG000BR2WS4 1,279,828 7,888 SH   SOLE N/A 7,888 0 0
PROGRESSIVE CORP COM 743315103 BBG000BR39M0 582,405 2,816 SH   SOLE N/A 2,816 0 0
PVH CORPORATION COM 693656100 BBG000BRRHK8 476,809 3,391 SH   SOLE N/A 3,391 0 0
QIAGEN NV SHS NEW N72482149 BBG000GTZ0C6 671,418 15,618 SH   SOLE N/A 15,618 0 0
QUALCOMM INC COM 747525103 BBG000CGCDW3 2,278,947 13,461 SH   SOLE N/A 13,461 0 0
RALPH LAUREN CORP CL A 751212101 BBG000BS1192 974,099 5,188 SH   SOLE N/A 5,188 0 0
REGAL REXNORD CORPORATION COM 758750103 BBG000BRXWM6 200,271 1,112 SH   SOLE N/A 1,112 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100 BBG000Q3JQJ6 1,089,136 51,765 SH   SOLE N/A 51,765 0 0
REINSURANCE GRP OF AMERICA I COM NEW 759351604 BBG000BDLFK9 399,647 2,072 SH   SOLE N/A 2,072 0 0
RENAISSANCERE HLDGS LTD COM G7496G103 BBG000BFW132 484,867 2,063 SH   SOLE N/A 2,063 0 0
REPUBLIC SVCS INC COM 760759100 BBG000BPXYW5 869,520 4,542 SH   SOLE N/A 4,542 0 0
REVVITY INC COM 714046109 BBG000FXX8N1 843,045 8,029 SH   SOLE N/A 8,029 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103 BBG0133C7H25 1,884,320 172,084 SH   SOLE N/A 172,084 0 0
ROBERT HALF INC. COM 770323103 BBG000BS5GM0 1,453,916 18,339 SH   SOLE N/A 18,339 0 0
ROBLOX CORP CL A 771049103 BBG00Y92R9W7 1,133,221 29,681 SH   SOLE N/A 29,681 0 0
ROCKWELL AUTOMATION INC COM 773903109 BBG000BBCHL8 977,995 3,357 SH   SOLE N/A 3,357 0 0
ROKU INC COM CL A 77543R102 BBG00HMJFMQ3 1,912,218 29,342 SH   SOLE N/A 29,342 0 0
ROLLINS INC COM 775711104 BBG000BSBD13 487,408 10,534 SH   SOLE N/A 10,534 0 0
ROSS STORES INC COM 778296103 BBG000BSC9R3 3,090,032 21,055 SH   SOLE N/A 21,055 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 BBG000BB5B39 237,012 1,705 SH   SOLE N/A 1,705 0 0
RTX CORPORATION COM 75513E101 BBG000BW8TX8 2,010,093 20,610 SH   SOLE N/A 20,610 0 0
S&P GLOBAL INC COM 78409V104 BBG000BP1RM6 1,741,792 4,094 SH   SOLE N/A 4,094 0 0
SAIA INC COM 78709Y105 BBG000P5N228 503,100 860 SH   SOLE N/A 860 0 0
SALESFORCE INC COM 79466L302 BBG000BN2GH0 1,376,393 4,570 SH   SOLE N/A 4,570 0 0
SAMSARA INC COM CL A 79589L106 BBG012CPBT09 549,240 14,534 SH   SOLE N/A 14,534 0 0
SCHLUMBERGER LTD COM STK 806857108 BBG000BT4384 3,160,893 57,670 SH   SOLE N/A 57,670 0 0
SCHWAB CHARLES CORP COM 808513105 BBG000BSM368 497,410 6,876 SH   SOLE N/A 6,876 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 BBG0113JHNN7 1,613,115 17,336 SH   SOLE N/A 17,336 0 0
SEALED AIR CORP NEW COM 81211K100 BBG000C22T32 1,036,764 27,870 SH   SOLE N/A 27,870 0 0
SEMPRA COM 816851109 BBG000C2ZGQ9 687,054 9,565 SH   SOLE N/A 9,565 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 BBG00JPGYW70 745,785 20,299 SH   SOLE N/A 20,299 0 0
SENTINELONE INC CL A 81730H109 BBG011BB43Y1 369,580 15,855 SH   SOLE N/A 15,855 0 0
SHIFT4 PMTS INC CL A 82452J109 BBG00TX3B2Y9 295,861 4,478 SH   SOLE N/A 4,478 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 BBG00YQ822F6 649,703 58,113 SH   SOLE N/A 58,113 0 0
SHOCKWAVE MED INC COM 82489T104 BBG00N9SJXR6 722,573 2,219 SH   SOLE N/A 2,219 0 0
SIGNET JEWELERS LIMITED SHS G81276100 BBG000C50012 592,214 5,918 SH   SOLE N/A 5,918 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 BBG000KLDQZ0 850,745 7,854 SH   SOLE N/A 7,854 0 0
SMARTSHEET INC COM CL A 83200N103 BBG00KG3GLQ9 1,582,273 41,098 SH   SOLE N/A 41,098 0 0
SNAP INC CL A 83304A106 BBG00FXWRBF9 304,243 26,502 SH   SOLE N/A 26,502 0 0
SNAP ON INC COM 833034101 BBG000BT7MD3 235,199 794 SH   SOLE N/A 794 0 0
SNOWFLAKE INC CL A 833445109 BBG00WXXS1W2 2,013,536 12,460 SH   SOLE N/A 12,460 0 0
SOFI TECHNOLOGIES INC COM 83406F102 BBG00YB1ZDQ5 76,358 10,460 SH   SOLE N/A 10,460 0 0
SOUTHERN CO COM 842587107 BBG000BT9GG1 398,014 5,548 SH   SOLE N/A 5,548 0 0
SOUTHWEST AIRLS CO COM 844741108 BBG000BNJK47 1,965,713 67,342 SH   SOLE N/A 67,342 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 BBG00K6S0L00 1,155,354 4,378 SH   SOLE N/A 4,378 0 0
SPROUTS FMRS MKT INC COM 85208M102 BBG004K1BZ88 1,732,836 26,874 SH   SOLE N/A 26,874 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 BBG000RJ2QV4 1,151,708 17,892 SH   SOLE N/A 17,892 0 0
STARBUCKS CORP COM 855244109 BBG000CTRNT1 2,082,595 22,788 SH   SOLE N/A 22,788 0 0
STATE STR CORP COM 857477103 BBG000BKFCH1 2,963,830 38,332 SH   SOLE N/A 38,332 0 0
STIFEL FINL CORP COM 860630102 BBG000BSS727 391,554 5,009 SH   SOLE N/A 5,009 0 0
SUNRUN INC COM 86771W105 BBG009HT4X01 430,683 32,677 SH   SOLE N/A 32,677 0 0
SUPER MICRO COMPUTER INC COM 86800U104 BBG000MZ0VH0 1,503,935 1,489 SH   SOLE N/A 1,489 0 0
SYNCHRONY FINANCIAL COM 87165B103 BBG00658F3W5 628,948 14,586 SH   SOLE N/A 14,586 0 0
SYNOVUS FINL CORP COM NEW 87161C501 BBG000BLP217 1,009,792 25,207 SH   SOLE N/A 25,207 0 0
SYSCO CORP COM 871829107 BBG000BTVL39 1,117,362 13,764 SH   SOLE N/A 13,764 0 0
TAPESTRY INC COM 876030107 BBG000BY2CY6 1,434,703 30,217 SH   SOLE N/A 30,217 0 0
TARGA RES CORP COM 87612G101 BBG0015XMW86 1,355,527 12,104 SH   SOLE N/A 12,104 0 0
TARGET CORP COM 87612E106 BBG000H8TYR8 3,038,443 17,146 SH   SOLE N/A 17,146 0 0
TD SYNNEX CORPORATION COM 87162W100 BBG000CL9LT2 3,291,436 29,102 SH   SOLE N/A 29,102 0 0
TE CONNECTIVITY LTD SHS H84989104 BBG000RGM768 3,459,326 23,818 SH   SOLE N/A 23,818 0 0
TELADOC HEALTH INC COM 87918A105 BBG008LTMFD3 922,731 61,108 SH   SOLE N/A 61,108 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 BBG008LTMFD3 254,587 593 SH   SOLE N/A 593 0 0
TEMPUR SEALY INTL INC COM 88023U101 BBG000PXGX45 1,460,899 25,711 SH   SOLE N/A 25,711 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 BBG000CPJ107 743,758 7,076 SH   SOLE N/A 7,076 0 0
TERADATA CORP DEL COM 88076W103 BBG000R0L737 279,429 7,226 SH   SOLE N/A 7,226 0 0
TEXAS ROADHOUSE INC COM 882681109 BBG000PSJXW2 1,694,072 10,967 SH   SOLE N/A 10,967 0 0
THOR INDS INC COM 885160101 BBG000BV6SQ2 429,112 3,657 SH   SOLE N/A 3,657 0 0
TIMKEN CO COM 887389104 BBG000BV9856 414,680 4,743 SH   SOLE N/A 4,743 0 0
T-MOBILE US INC COM 872590104 BBG000NDVCS4 1,667,456 10,216 SH   SOLE N/A 10,216 0 0
TOAST INC CL A 888787108 BBG012FFPW24 1,763,215 70,755 SH   SOLE N/A 70,755 0 0
TOPGOLF CALLAWAY BRANDS CORP COM 131193104 BBG000CPCY75 206,701 12,783 SH   SOLE N/A 12,783 0 0
TORO CO COM 891092108 BBG000BVQTN1 291,658 3,183 SH   SOLE N/A 3,183 0 0
TRANSUNION COM 89400J107 BBG008FCB177 705,352 8,839 SH   SOLE N/A 8,839 0 0
TRIPADVISOR INC COM 896945201 BBG0024CH3W4 406,512 14,628 SH   SOLE N/A 14,628 0 0
TWILIO INC CL A 90138F102 BBG00D0HCDS1 1,139,102 18,628 SH   SOLE N/A 18,628 0 0
TYSON FOODS INC CL A 902494103 BBG000DKCFD9 1,714,153 29,187 SH   SOLE N/A 29,187 0 0
UIPATH INC CL A 90364P105 BBG00ZTZJS92 252,839 11,153 SH   SOLE N/A 11,153 0 0
ULTA BEAUTY INC COM 90384S303 BBG00FWQ4VY3 1,344,324 2,571 SH   SOLE N/A 2,571 0 0
UNION PAC CORP COM 907818108 BBG000BW3413 2,006,051 8,157 SH   SOLE N/A 8,157 0 0
UNITED AIRLS HLDGS INC COM 910047109 BBG000M684B2 1,775,199 37,076 SH   SOLE N/A 37,076 0 0
UNITED PARCEL SERVICE INC CL B 911312106 BBG000L9CXY3 1,446,319 9,731 SH   SOLE N/A 9,731 0 0
UNITEDHEALTH GROUP INC COM 91324P102 BBG000CH53T5 1,592,934 3,220 SH   SOLE N/A 3,220 0 0
UNUM GROUP COM 91529Y106 BBG000BW2T82 1,095,737 20,420 SH   SOLE N/A 20,420 0 0
VALARIS LTD CL A G9460G101 BBG010LLL1P5 301,793 4,010 SH   SOLE N/A 4,010 0 0
VALERO ENERGY CORP COM 91913Y100 BBG000BBGKP3 2,845,402 16,670 SH   SOLE N/A 16,670 0 0
VALVOLINE INC COM 92047W101 BBG00B2RXBY5 286,006 6,417 SH   SOLE N/A 6,417 0 0
VERISIGN INC COM 92343E102 BBG000BGKTY8 3,858,424 20,360 SH   SOLE N/A 20,360 0 0
VERISK ANALYTICS INC COM 92345Y106 BBG000BCZX09 2,311,333 9,805 SH   SOLE N/A 9,805 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 BBG000HS79Q4 1,058,231 25,220 SH   SOLE N/A 25,220 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 BBG000C1SD31 3,025,974 7,239 SH   SOLE N/A 7,239 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 BBG00L2B8L01 939,450 11,503 SH   SOLE N/A 11,503 0 0
VINFAST AUTO LTD SHS Y9390M103 BBG01BWSH954 86,553 17,415 SH   SOLE N/A 17,415 0 0
VISA INC COM CL A 92826C839 BBG000PSL0X0 1,508,148 5,404 SH   SOLE N/A 5,404 0 0
VISTRA CORP COM 92840M102 BBG00DXDL6W4 1,785,060 25,629 SH   SOLE N/A 25,629 0 0
VOYA FINANCIAL INC COM 929089100 BBG003MCYRP8 3,318,638 44,895 SH   SOLE N/A 44,895 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 BBG000BWLX00 1,205,400 55,574 SH   SOLE N/A 55,574 0 0
WAYFAIR INC CL A 94419L101 BBG006Z593Q2 667,939 9,840 SH   SOLE N/A 9,840 0 0
WEBSTER FINL CORP COM 947890109 BBG000BWMZ04 436,114 8,590 SH   SOLE N/A 8,590 0 0
WELLS FARGO CO NEW COM 949746101 BBG000BWQHB8 3,117,089 53,780 SH   SOLE N/A 53,780 0 0
WENDYS CO COM 95058W100 BBG000D54L11 2,760,117 146,503 SH   SOLE N/A 146,503 0 0
WESCO INTL INC COM 95082P105 BBG000D0FQ55 564,539 3,296 SH   SOLE N/A 3,296 0 0
WESTERN DIGITAL CORP. COM 958102105 BBG000BWNQ67 1,629,912 23,885 SH   SOLE N/A 23,885 0 0
WESTERN UN CO COM 959802109 BBG000BB55B3 233,396 16,695 SH   SOLE N/A 16,695 0 0
WHIRLPOOL CORP COM 963320106 BBG000BWSW50 2,982,256 24,929 SH   SOLE N/A 24,929 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 BBG00B0FS9H3 851,322 18,308 SH   SOLE N/A 18,308 0 0
WINGSTOP INC COM 974155103 BBG008N299H5 1,305,850 3,564 SH   SOLE N/A 3,564 0 0
WOLFSPEED INC COM 977852102 BBG000BG16Y9 957,334 32,452 SH   SOLE N/A 32,452 0 0
WORKDAY INC CL A 98138H101 BBG003BW0FC3 1,150,187 4,217 SH   SOLE N/A 4,217 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 BBG00JNGJ514 214,900 2,800 SH   SOLE N/A 2,800 0 0
WYNN RESORTS LTD COM 983134107 BBG000LD9X14 241,569 2,363 SH   SOLE N/A 2,363 0 0
XCEL ENERGY INC COM 98389B100 BBG000BCV381 3,020,213 56,190 SH   SOLE N/A 56,190 0 0
YETI HLDGS INC COM 98585X104 BBG00D8JC8J0 797,291 20,682 SH   SOLE N/A 20,682 0 0
ZOETIS INC CL A 98978V103 BBG003932MF0 2,180,440 12,886 SH   SOLE N/A 12,886 0 0
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ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104 BBG00S1HJ455 272,157 16,978 SH   SOLE N/A 16,978 0 0
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