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
A O SMITH COM 831865209   463,305 6,700 SH   SOLE   6,700 0 0
ABBOTT LABS COM 002824100   7,807,146 77,100 SH   SOLE   77,100 0 0
ACTIVISION BLIZZARD COM 00507V109   3,021,327 35,300 SH   SOLE   35,300 0 0
ADOBE COM 00724F101   14,980,488 38,873 SH   SOLE   38,873 0 0
ADV MICRO DEV COM 007903107   42,280,044 431,385 SH   SOLE   431,385 0 0
ADVANCE AUTO COM 00751Y106   301,593 2,480 SH   SOLE   2,480 0 0
AECOM COM 00766T100   514,352 6,100 SH   SOLE   6,100 0 0
AGILENT TECH COM 00846U101   1,812,254 13,100 SH   SOLE   13,100 0 0
AGREE REALTY COM 008492100   1,660,362 24,200 SH   SOLE   24,200 0 0
AIR PRODS & CHEM COM 009158106   2,900,821 10,100 SH   SOLE   10,100 0 0
AIRBNB COM 009066101   29,383,280 236,200 SH   SOLE   236,200 0 0
AKAMAI TECH COM 00971T101   602,910 7,700 SH   SOLE   7,700 0 0
ALEX REAL ESTATE EQ COM 015271109   904,248 7,200 SH   SOLE   7,200 0 0
ALIGN TECHNOLOGY COM 016255101   1,102,662 3,300 SH   SOLE   3,300 0 0
ALLSTATE COM 020002101   476,483 4,300 SH   SOLE   4,300 0 0
ALLY FINANCIAL COM 02005N100   382,350 15,000 SH   SOLE   15,000 0 0
ALNYLAM PHARMACEUTIC COM 02043Q107   400,640 2,000 SH   SOLE   2,000 0 0
ALPHABET A CAP STK CL A 02079K305   122,384,803 1,179,840 SH   SOLE   1,179,840 0 0
ALPHABET C CAP STK CL C 02079K107   23,004,800 221,200 SH   SOLE   221,200 0 0
AMAZON COM 023135106   77,930,342 754,481 SH   SOLE   754,481 0 0
AMERICA MOVIL-ADR COM 02390A101   1,090,390 51,800 SH   SOLE   51,800 0 0
AMERICAN EXPRESS COM 025816109   4,635,095 28,100 SH   SOLE   28,100 0 0
AMERICAN INTL GR COM 026874784   1,661,880 33,000 SH   SOLE   33,000 0 0
AMERICAN TOWER COM 03027X100   4,280,923 20,950 SH   SOLE   20,950 0 0
AMERICAN WATER W COM 030420103   454,119 3,100 SH   SOLE   3,100 0 0
AMERIPRISE COM 03076C106   1,379,250 4,500 SH   SOLE   4,500 0 0
AMERIS BANCORP COM 03076K108   1,637,650 44,769 SH   SOLE   44,769 0 0
AMETEK COM 031100100   1,380,635 9,500 SH   SOLE   9,500 0 0
AMGEN COM 031162100   5,826,175 24,100 SH   SOLE   24,100 0 0
ANALOG DEVICES COM 032654105   4,536,060 23,000 SH   SOLE   23,000 0 0
ANNALY CAPITAL MANAG COM 035710839   483,005 25,275 SH   SOLE   25,275 0 0
ANSYS COM 03662Q105   1,264,640 3,800 SH   SOLE   3,800 0 0
APOLLO GLOB MANAGEM COM 03769M106   1,086,352 17,200 SH   SOLE   17,200 0 0
APPLE COM 037833100   184,244,089 1,117,308 SH   SOLE   1,117,308 0 0
APPLIED MATERIALS COM 038222105   4,671,471 38,032 SH   SOLE   38,032 0 0
ARAMARK COM 03852U106   361,580 10,100 SH   SOLE   10,100 0 0
ARCHER DANIELS M COM 039483102   1,983,534 24,900 SH   SOLE   24,900 0 0
ARISTA NETWORKS COM 040413106   1,829,674 10,900 SH   SOLE   10,900 0 0
ARRAY TECHNOLOGIES COM 04271T100   1,094,000 50,000 SH   SOLE   50,000 0 0
ARROWHEAD PHARMA COM 04280A100   9,959,772 392,117 SH   SOLE   392,117 0 0
ARTHUR J GALLAGHER COM 363576109   1,874,838 9,800 SH   SOLE   9,800 0 0
ASPEN TECHNOLOGY COM 29109X106   297,531 1,300 SH   SOLE   1,300 0 0
ASSURANT COM 04621X108   252,147 2,100 SH   SOLE   2,100 0 0
AT&T COM 00206R102   6,139,037 318,911 SH   SOLE   318,911 0 0
ATKORE COM 047649108   28,168,066 200,513 SH   SOLE   200,513 0 0
AUTODESK COM 052769106   2,019,152 9,700 SH   SOLE   9,700 0 0
AUTOMATIC DATA P COM 053015103   4,100,622 18,419 SH   SOLE   18,419 0 0
AUTOZONE COM 053332102   1,966,520 800 SH   SOLE   800 0 0
AVALONBAY COMM COM 053484101   991,554 5,900 SH   SOLE   5,900 0 0
AVANTOR COM 05352A100   640,542 30,300 SH   SOLE   30,300 0 0
AVERY DENNISON COM 053611109   715,720 4,000 SH   SOLE   4,000 0 0
AXON ENTERPRISE COM 05464C101   786,975 3,500 SH   SOLE   3,500 0 0
BALL COM 058498106   666,831 12,100 SH   SOLE   12,100 0 0
BANCOLOMBIA-ADR COM 05968L102   572,964 22,800 SH   SOLE   22,800 0 0
BANK OF AMERICA COM 060505104   9,163,440 320,400 SH   SOLE   320,400 0 0
BATH & BODY WORKS COM 070830104   384,090 10,500 SH   SOLE   10,500 0 0
BAXTER INTL COM 071813109   870,742 21,468 SH   SOLE   21,468 0 0
BECTON DICKINSON COM 075887109   3,242,774 13,100 SH   SOLE   13,100 0 0
BERKSHIRE HATHAWAY B COM 084670702   39,614,265 128,297 SH   SOLE   128,297 0 0
BEST BUY COM 086516101   680,323 8,692 SH   SOLE   8,692 0 0
BIO TECHNE COM 09073M104   534,168 7,200 SH   SOLE   7,200 0 0
BIOGEN COM 09062X103   1,751,311 6,299 SH   SOLE   6,299 0 0
BLACK KNIGHT INC COM 09215C105   450,637 7,829 SH   SOLE   7,829 0 0
BLACKROCK COM 09247X101   23,795,245 35,562 SH   SOLE   35,562 0 0
BNY MELLON COM 064058100   1,547,368 34,053 SH   SOLE   34,053 0 0
BOOKING HOLDINGS COM 09857L108   4,774,338 1,800 SH   SOLE   1,800 0 0
BORGWARNER COM 099724106   618,786 12,600 SH   SOLE   12,600 0 0
BOSTON PROPERTIES COM 101121101   297,660 5,500 SH   SOLE   5,500 0 0
BOSTON SCIENT COM 101137107   10,268,557 205,248 SH   SOLE   205,248 0 0
BRISTOL MYERS COM 110122108   6,639,898 95,800 SH   SOLE   95,800 0 0
BROADCOM COM 11135F101   11,804,336 18,400 SH   SOLE   18,400 0 0
BROADRIDGE FINANCIAL COM 11133T103   747,507 5,100 SH   SOLE   5,100 0 0
BROWN & BROWN COM 115236101   574,200 10,000 SH   SOLE   10,000 0 0
BURLINGTON STORES COM 122017106   646,720 3,200 SH   SOLE   3,200 0 0
C.H. ROBINSON WORLDW COM 12541W209   566,409 5,700 SH   SOLE   5,700 0 0
CADENCE DESIGN COM 127387108   2,437,044 11,600 SH   SOLE   11,600 0 0
CAMDEN PROPERTY TRUS COM 133131102   534,684 5,100 SH   SOLE   5,100 0 0
CAMPBELL SOUP COM 134429109   461,832 8,400 SH   SOLE   8,400 0 0
CAPITAL ONE FIN COM 14040H105   567,344 5,900 SH   SOLE   5,900 0 0
CARDINAL HEALTH COM 14149Y108   906,000 12,000 SH   SOLE   12,000 0 0
CARMAX COM 143130102   482,100 7,500 SH   SOLE   7,500 0 0
CARRIER GLOBAL COM 14448C104   1,656,150 36,200 SH   SOLE   36,200 0 0
CBOE GLOBAL MARKETS COM 12503M108   682,610 5,085 SH   SOLE   5,085 0 0
CBRE GROUP A COM 12504L109   997,497 13,700 SH   SOLE   13,700 0 0
CELANESE COM 150870103   609,784 5,600 SH   SOLE   5,600 0 0
CENCORA COM 03073E105   36,895,748 230,440 SH   SOLE   230,440 0 0
CENTENE COM 15135B101   1,573,550 24,894 SH   SOLE   24,894 0 0
CERTARA COM 15687V109   5,120,964 212,400 SH   SOLE   212,400 0 0
CHARTER COMM COM 16119P108   1,752,289 4,900 SH   SOLE   4,900 0 0
CHIPOTLE MEXICAN GRI COM 169656105   2,220,777 1,300 SH   SOLE   1,300 0 0
CHURCH & DWIGHT COM 171340102   1,025,556 11,600 SH   SOLE   11,600 0 0
CIENA COM 171779309   6,546,776 124,653 SH   SOLE   124,653 0 0
CIGNA COM 125523100   3,351,276 13,115 SH   SOLE   13,115 0 0
CINTAS COM 172908105   1,989,524 4,300 SH   SOLE   4,300 0 0
CIRRUS LOGIC COM 172755100   1,689,046 15,442 SH   SOLE   15,442 0 0
CITIGROUP USD COM 172967424   3,952,827 84,300 SH   SOLE   84,300 0 0
CITIZENS FINANCIAL COM 174610105   655,992 21,600 SH   SOLE   21,600 0 0
CLOROX COM 189054109   870,320 5,500 SH   SOLE   5,500 0 0
CME GROUP COM 12572Q105   1,129,968 5,900 SH   SOLE   5,900 0 0
COCA COLA COM 191216100   11,295,663 182,100 SH   SOLE   182,100 0 0
COLGATE PALMOLIVE COM 194162103   34,925,361 464,742 SH   SOLE   464,742 0 0
COMCAST A COM 20030N101   7,354,540 194,000 SH   SOLE   194,000 0 0
COMPANIA DE MINA ADR COM 204448104   245,400 30,000 SH   SOLE   30,000 0 0
CONAGRA BRANDS COM 205887102   852,612 22,700 SH   SOLE   22,700 0 0
CONSTELLATION ENERGY COM 21037T109   20,794,650 264,900 SH   SOLE   264,900 0 0
COPART COM 217204106   1,541,805 20,500 SH   SOLE   20,500 0 0
CORE & MAIN COM 21874C102   1,986,600 86,000 SH   SOLE   86,000 0 0
CORTEVA COM 22052L104   1,797,238 29,800 SH   SOLE   29,800 0 0
CROWN CASTLE COM 22822V101   2,569,728 19,200 SH   SOLE   19,200 0 0
CROWN HOLDINGS COM 228368106   486,252 5,879 SH   SOLE   5,879 0 0
CRYOPORT COM 229050307   5,088,000 212,000 SH   SOLE   212,000 0 0
CSX COM 126408103   1,014,966 33,900 SH   SOLE   33,900 0 0
CVS HEALTH COM 126650100   4,414,014 59,400 SH   SOLE   59,400 0 0
DANAHER COM 235851102   7,712,424 30,600 SH   SOLE   30,600 0 0
DARLING INGREDIENTS COM 237266101   402,960 6,900 SH   SOLE   6,900 0 0
DATADOG COM 23804L103   16,886,184 232,400 SH   SOLE   232,400 0 0
DAVITA COM 23918K108   275,774 3,400 SH   SOLE   3,400 0 0
DAYFORCE COM 15677J108   431,998 5,900 SH   SOLE   5,900 0 0
DECKERS OUTDOOR COM 243537107   22,449,628 49,938 SH   SOLE   49,938 0 0
DEERE COM 244199105   42,504,757 102,947 SH   SOLE   102,947 0 0
DENTSPLY SIRONA COM 24906P109   381,016 9,700 SH   SOLE   9,700 0 0
DEXCOM COM 252131107   1,951,824 16,800 SH   SOLE   16,800 0 0
DIGITAL REALTY TRUST COM 253868103   1,150,227 11,700 SH   SOLE   11,700 0 0
DISCOVER FINANCIAL COM 254709108   1,077,356 10,900 SH   SOLE   10,900 0 0
DOCUSIGN COM 256163106   536,360 9,200 SH   SOLE   9,200 0 0
DOLLAR GENERAL COM 256677105   820,794 3,900 SH   SOLE   3,900 0 0
DOLLAR TREE COM 256746108   1,421,145 9,900 SH   SOLE   9,900 0 0
DOVER CORP COM 260003108   942,028 6,200 SH   SOLE   6,200 0 0
DOW COM 260557103   1,704,902 31,100 SH   SOLE   31,100 0 0
DR REDDY'S LAB COM 256135203   910,880 16,000 SH   SOLE   16,000 0 0
DROPBOX COM 26210C104   231,334 10,700 SH   SOLE   10,700 0 0
DUPONT DE NEMOURS COM 26614N102   1,463,749 20,395 SH   SOLE   20,395 0 0
EBAY COM 278642103   6,362,481 143,396 SH   SOLE   143,396 0 0
EDISON INTL COM 281020107   1,207,089 17,100 SH   SOLE   17,100 0 0
EDWARDS LIFESCIENSES COM 28176E108   22,163,781 267,905 SH   SOLE   267,905 0 0
ELECTRONIC ARTS COM 285512109   1,397,220 11,600 SH   SOLE   11,600 0 0
ELEVANCE HEALTH COM 036752103   4,965,948 10,800 SH   SOLE   10,800 0 0
ELI LILLY COM 532457108   6,557,948 19,096 SH   SOLE   19,096 0 0
ENPHASE ENERGY COM 29355A107   1,219,624 5,800 SH   SOLE   5,800 0 0
ENTEGRIS COM 29362U104   500,261 6,100 SH   SOLE   6,100 0 0
ENTERGY COM 29364G103   333,994 3,100 SH   SOLE   3,100 0 0
EQUIFAX COM 294429105   1,054,768 5,200 SH   SOLE   5,200 0 0
EQUINIX COM 29444U700   18,647,536 25,862 SH   SOLE   25,862 0 0
EQUITABLE HOLDINGS COM 29452E101   373,233 14,700 SH   SOLE   14,700 0 0
EQUITY RESIDENT COM 29476L107   1,044,000 17,400 SH   SOLE   17,400 0 0
ESTEE LAUDER COM 518439104   2,587,830 10,500 SH   SOLE   10,500 0 0
ETSY COM 29786A106   634,581 5,700 SH   SOLE   5,700 0 0
EXELON COM 30161N101   1,881,866 44,924 SH   SOLE   44,924 0 0
EXPEDITORS COM 302130109   770,840 7,000 SH   SOLE   7,000 0 0
FACTSET RESEARCH SYS COM 303075105   645,050 1,554 SH   SOLE   1,554 0 0
FAIR ISAAC COM 303250104   702,690 1,000 SH   SOLE   1,000 0 0
FASTENAL COM 311900104   1,348,500 25,000 SH   SOLE   25,000 0 0
FEDEX COM 31428X106   2,444,843 10,700 SH   SOLE   10,700 0 0
FIDELITY NAT INF COM 31620M106   1,472,343 27,100 SH   SOLE   27,100 0 0
FIFTH THIRD BAN COM 316773100   761,904 28,600 SH   SOLE   28,600 0 0
FIRST REPUBLIC BANK COM 33616C100   116,117 8,300 SH   SOLE   8,300 0 0
FIRST SOLAR COM 336433107   891,750 4,100 SH   SOLE   4,100 0 0
FIRSTENERGY COM 337932107   961,440 24,000 SH   SOLE   24,000 0 0
FISERV COM 337738108   30,826,898 272,732 SH   SOLE   272,732 0 0
FMC COM 302491303   598,437 4,900 SH   SOLE   4,900 0 0
FORTINET COM 34959E109   19,185,540 288,678 SH   SOLE   288,678 0 0
FORTUNE BRANDS INNOV COM 34964C106   305,396 5,200 SH   SOLE   5,200 0 0
FOX CORP A CL A COM 35137L105   510,750 15,000 SH   SOLE   15,000 0 0
FOX CORP B CL B COM 35137L204   253,611 8,100 SH   SOLE   8,100 0 0
FRANKLIN RES COM 354613101   312,504 11,600 SH   SOLE   11,600 0 0
FRESHPET COM 358039105   1,208,894 18,264 SH   SOLE   18,264 0 0
GARTNER COM 366651107   1,140,195 3,500 SH   SOLE   3,500 0 0
GEN DIGITAL COM 668771108   473,616 27,600 SH   SOLE   27,600 0 0
GENERAC HOLDINGS COM 368736104   345,632 3,200 SH   SOLE   3,200 0 0
GENERAL MILLS COM 370334104   2,230,506 26,100 SH   SOLE   26,100 0 0
GENUINE PARTS COM 372460105   1,137,708 6,800 SH   SOLE   6,800 0 0
GILEAD SCIENCES COM 375558103   4,679,508 56,400 SH   SOLE   56,400 0 0
GLOBAL PAYMENTS COM 37940X102   5,938,798 56,431 SH   SOLE   56,431 0 0
GODADDY A COM 380237107   512,952 6,600 SH   SOLE   6,600 0 0
GOLDMAN SACHS COM 38141G104   5,004,783 15,300 SH   SOLE   15,300 0 0
GRACO COM 384109104   620,585 8,500 SH   SOLE   8,500 0 0
H WORLD GROUP COM 44332N106   1,322,460 27,000 SH   SOLE   27,000 0 0
HANCOCK WHITNEY COM 410120109   1,390,480 38,200 SH   SOLE   38,200 0 0
HARTFORD FIN SERV COM 416515104   1,080,195 15,500 SH   SOLE   15,500 0 0
HASBRO COM 418056107   305,550 5,691 SH   SOLE   5,691 0 0
HCA HEALTHCARE COM 40412C101   2,557,696 9,700 SH   SOLE   9,700 0 0
HEALTHPEAK PROP COM 42250P103   488,723 22,245 SH   SOLE   22,245 0 0
HENRY SCHEIN COM 806407102   497,394 6,100 SH   SOLE   6,100 0 0
HERSHEY COM 427866108   1,093,963 4,300 SH   SOLE   4,300 0 0
HILTON COM 43300A203   1,737,350 12,333 SH   SOLE   12,333 0 0
HOLOGIC COM 436440101   27,073,801 335,487 SH   SOLE   335,487 0 0
HOME DEPOT COM 437076102   13,427,960 45,500 SH   SOLE   45,500 0 0
HORMEL FOODS COM 440452100   454,632 11,400 SH   SOLE   11,400 0 0
HOSTESS BRANDS COM 44109J106   2,046,106 82,239 SH   SOLE   82,239 0 0
HP COM 40434L105   1,276,725 43,500 SH   SOLE   43,500 0 0
HP ENTERPRISE CO COM 42824C109   939,105 58,952 SH   SOLE   58,952 0 0
HUBBELL COM 443510607   559,613 2,300 SH   SOLE   2,300 0 0
HUBSPOT COM 443573100   943,250 2,200 SH   SOLE   2,200 0 0
HUMANA COM 444859102   2,848,679 5,868 SH   SOLE   5,868 0 0
HUNTINGTON BANC COM 446150104   640,640 57,200 SH   SOLE   57,200 0 0
IBM COM 459200101   5,427,126 41,400 SH   SOLE   41,400 0 0
ICICI BANK LTD ADR COM 45104G104   30,125,119 1,395,974 SH   SOLE   1,395,974 0 0
IDEX COM 45167R104   785,502 3,400 SH   SOLE   3,400 0 0
IDEXX LAB COM 45168D104   1,900,304 3,800 SH   SOLE   3,800 0 0
ILLINOIS TOOL COM 452308109   3,375,434 13,865 SH   SOLE   13,865 0 0
ILLUMINA COM 452327109   1,642,966 7,065 SH   SOLE   7,065 0 0
INFOSYS LTD-SP ADR COM 456788108   8,308,416 476,400 SH   SOLE   476,400 0 0
INGERSOLL RAND COM 45687V106   1,035,604 17,800 SH   SOLE   17,800 0 0
INSTALLED BUILDING P COM 45780R101   2,377,982 20,854 SH   SOLE   20,854 0 0
INSULET COM 45784P101   1,052,568 3,300 SH   SOLE   3,300 0 0
INTEL COM 458140100   6,125,625 187,500 SH   SOLE   187,500 0 0
INTERCONT EXCHANGE COM 45866F104   2,659,395 25,500 SH   SOLE   25,500 0 0
INTERNATIONAL PAPER COM 460146103   494,022 13,700 SH   SOLE   13,700 0 0
INTERPUBLIC GROUP COM 460690100   625,632 16,800 SH   SOLE   16,800 0 0
INTL FLAVORS & FRAGR COM 459506101   1,023,883 11,134 SH   SOLE   11,134 0 0
INTUIT COM 461202103   5,298,244 11,884 SH   SOLE   11,884 0 0
INTUITIVE SURGICAL COM 46120E602   4,665,649 18,263 SH   SOLE   18,263 0 0
IQVIA HOLDINGS COM 46266C105   1,531,652 7,701 SH   SOLE   7,701 0 0
IRON MOUNTAIN REIT COM 46284V101   822,909 15,553 SH   SOLE   15,553 0 0
JACK HENRY & ASSOC COM 426281101   560,678 3,720 SH   SOLE   3,720 0 0
JB HUNT TRANSPORT COM 445658107   689,558 3,930 SH   SOLE   3,930 0 0
JM SMUCKER COM 832696405   818,324 5,200 SH   SOLE   5,200 0 0
JP MORGAN CHASE COM 46625H100   59,562,225 457,081 SH   SOLE   457,081 0 0
JUNIPER NETWORKS COM 48203R104   492,206 14,300 SH   SOLE   14,300 0 0
KANZHUN COM 48553T106   532,840 28,000 SH   SOLE   28,000 0 0
KE HOLDINGS COM 482497104   1,812,408 96,200 SH   SOLE   96,200 0 0
KELLANOVA COM 487836108   729,864 10,900 SH   SOLE   10,900 0 0
KEURIG DR PEPPER COM 49271V100   1,195,992 33,900 SH   SOLE   33,900 0 0
KEYCORP COM 493267108   204,076 16,300 SH   SOLE   16,300 0 0
KEYSIGHT TECH COM 49338L103   1,275,692 7,900 SH   SOLE   7,900 0 0
KIMBERLY CLARKE COM 494368103   2,064,572 15,382 SH   SOLE   15,382 0 0
KIMCO REALTY COM 49446R109   566,370 29,000 SH   SOLE   29,000 0 0
KLA CORPORATION COM 482480100   22,026,201 55,180 SH   SOLE   55,180 0 0
KNIGHT SWIFT TRANSP COM 499049104   135,792 2,400 SH   SOLE   2,400 0 0
KORN FERRY COM 500643200   2,189,740 42,322 SH   SOLE   42,322 0 0
KRAFT HEINZ COM 500754106   1,252,908 32,400 SH   SOLE   32,400 0 0
LABORATORY CORP OF A COM 50540R409   871,796 3,800 SH   SOLE   3,800 0 0
LAM RESEARCH COM 512807108   3,313,250 6,250 SH   SOLE   6,250 0 0
LAMB WESTON HOLDINGS COM 513272104   637,572 6,100 SH   SOLE   6,100 0 0
LANTHEUS HOLDINGS COM 516544103   2,394,653 29,005 SH   SOLE   29,005 0 0
LEAR COM 521865204   334,776 2,400 SH   SOLE   2,400 0 0
LEGEND BIOTECH COM 52490G102   482,200 10,000 SH   SOLE   10,000 0 0
LENNOX INTL COM 526107107   326,664 1,300 SH   SOLE   1,300 0 0
LIVENT CORP COM 53814L108   1,463,993 67,403 SH   SOLE   67,403 0 0
LKQ COM 501889208   606,424 10,684 SH   SOLE   10,684 0 0
LOWE'S COMPANIES COM 548661107   32,873,668 164,393 SH   SOLE   164,393 0 0
LPL FINANCIAL HLDS COM 50212V100   748,880 3,700 SH   SOLE   3,700 0 0
LUCID GROUP COM 549498103   88,440 11,000 SH   SOLE   11,000 0 0
LULULEMON ATHLETICA COM 550021109   1,984,836 5,450 SH   SOLE   5,450 0 0
MARKETAXESS HOLDINGS COM 57060D108   626,064 1,600 SH   SOLE   1,600 0 0
MARRIOTT INTL COM 571903202   1,909,460 11,500 SH   SOLE   11,500 0 0
MARSH & MCLENNAN COM 571748102   3,618,132 21,724 SH   SOLE   21,724 0 0
MARTIN MARIETTA MATE COM 573284106   1,029,674 2,900 SH   SOLE   2,900 0 0
MARVELL TECH. COM 573874104   1,779,630 41,100 SH   SOLE   41,100 0 0
MASCO COM 574599106   432,564 8,700 SH   SOLE   8,700 0 0
MASIMO CORP COM 574795100   7,310,183 39,613 SH   SOLE   39,613 0 0
MASTERCARD COM 57636Q104   20,530,485 56,494 SH   SOLE   56,494 0 0
MCCORMICK COM 579780206   923,631 11,100 SH   SOLE   11,100 0 0
MCKESSON COM 58155Q103   2,278,720 6,400 SH   SOLE   6,400 0 0
MEDICAL PROPERTIES T COM 58463J304   250,710 30,500 SH   SOLE   30,500 0 0
MERCADOLIBRE COM 58733R102   2,767,926 2,100 SH   SOLE   2,100 0 0
MERCK USD COM 58933Y105   61,776,737 580,663 SH   SOLE   580,663 0 0
METLIFE COM 59156R108   20,516,322 354,096 SH   SOLE   354,096 0 0
METTLER-TOLEDO COM 592688105   1,530,210 1,000 SH   SOLE   1,000 0 0
MICROCHIP TECHNOLOGY COM 595017104   2,052,610 24,500 SH   SOLE   24,500 0 0
MICRON TECH COM 595112103   2,902,354 48,100 SH   SOLE   48,100 0 0
MICROSOFT COM 594918104   203,946,591 707,411 SH   SOLE   707,411 0 0
MOLINA HEALTHCARE COM 60855R100   695,474 2,600 SH   SOLE   2,600 0 0
MONDELEZ INTL COM 609207105   39,940,287 572,867 SH   SOLE   572,867 0 0
MONGODB COM 60937P106   676,048 2,900 SH   SOLE   2,900 0 0
MONOLITHIC POWER SYS COM 609839105   600,648 1,200 SH   SOLE   1,200 0 0
MOODYS COM 615369105   2,356,354 7,700 SH   SOLE   7,700 0 0
MORGAN STANLEY COM 617446448   19,992,762 227,708 SH   SOLE   227,708 0 0
MOSAIC COM 61945C103   701,964 15,300 SH   SOLE   15,300 0 0
MOTOROLA SOLUTIONS COM 620076307   2,182,600 7,628 SH   SOLE   7,628 0 0
MSCI INC COM 55354G100   2,077,569 3,712 SH   SOLE   3,712 0 0
NASDAQ OMX GROUP COM 631103108   761,116 13,922 SH   SOLE   13,922 0 0
NATERA COM 632307104   21,734,414 391,470 SH   SOLE   391,470 0 0
NATIONAL INSTRUMENTS COM 636518102   959,103 18,300 SH   SOLE   18,300 0 0
NETAPP COM 64110D104   363,945 5,700 SH   SOLE   5,700 0 0
NETFLIX COM 64110L106   2,591,100 7,500 SH   SOLE   7,500 0 0
NEWELL BRANDS COM 651229106   245,105 19,703 SH   SOLE   19,703 0 0
NEWMONT COM 651639106   1,698,151 34,642 SH   SOLE   34,642 0 0
NEXTERA ENERGY COM 65339F101   6,783,040 88,000 SH   SOLE   88,000 0 0
NIO COM 62914V106   1,968,523 187,300 SH   SOLE   187,300 0 0
NORDSON COM 655663102   400,068 1,800 SH   SOLE   1,800 0 0
NORFOLK SOUTHERN COM 655844108   2,162,400 10,200 SH   SOLE   10,200 0 0
NORTHERN TRUST COM 665859104   757,918 8,600 SH   SOLE   8,600 0 0
NUCOR COM 670346105   1,807,299 11,700 SH   SOLE   11,700 0 0
NVIDIA COM 67066G104   59,339,727 213,629 SH   SOLE   213,629 0 0
NVR COM 62944T105   780,107 140 SH   SOLE   140 0 0
OKTA INC COM 679295105   543,312 6,300 SH   SOLE   6,300 0 0
OLD DOMINION FREIGHT COM 679580100   477,176 1,400 SH   SOLE   1,400 0 0
OMNICOM GROUP COM 681919106   820,758 8,700 SH   SOLE   8,700 0 0
ON SEMICONDUCTOR COM 682189105   1,638,168 19,900 SH   SOLE   19,900 0 0
ORACLE COM 68389X105   2,415,920 26,000 SH   SOLE   26,000 0 0
OTIS WORLDWIDE COM 68902V107   1,519,200 18,000 SH   SOLE   18,000 0 0
OWENS CORNING COM 690742101   402,360 4,200 SH   SOLE   4,200 0 0
PACCAR COM 693718108   570,960 7,800 SH   SOLE   7,800 0 0
PACKAGING CORP OF AM COM 695156109   569,203 4,100 SH   SOLE   4,100 0 0
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PALOMAR HOLDINGS COM 69753M105   712,080 12,900 SH   SOLE   12,900 0 0
PARAMOUNT GLOBAL COM 92556H206   553,935 24,829 SH   SOLE   24,829 0 0
PAYCHEX COM 704326107   1,627,178 14,200 SH   SOLE   14,200 0 0
PAYCOM SOFTWARE COM 70432V102   608,020 2,000 SH   SOLE   2,000 0 0
PAYLOCITY HOLDING COM 70438V106   357,804 1,800 SH   SOLE   1,800 0 0
PAYPAL COM 70450Y103   31,301,025 412,181 SH   SOLE   412,181 0 0
PENNYMAC FINANCIAL COM 70932M107   2,009,513 33,711 SH   SOLE   33,711 0 0
PEPSICO COM 713448108   11,120,300 61,000 SH   SOLE   61,000 0 0
PGT INNOVATIONS COM 69336V101   2,419,173 96,343 SH   SOLE   96,343 0 0
PLUG POWER COM 72919P202   262,528 22,400 SH   SOLE   22,400 0 0
PNC FINANCIAL SERV COM 693475105   2,364,187 18,601 SH   SOLE   18,601 0 0
POOL COM 73278L105   582,148 1,700 SH   SOLE   1,700 0 0
PRINCIPAL FIN GROUP COM 74251V102   795,224 10,700 SH   SOLE   10,700 0 0
PROCTER COM 742718109   15,724,860 105,756 SH   SOLE   105,756 0 0
PROGRESSIVE COM 743315103   3,719,560 26,000 SH   SOLE   26,000 0 0
PROLOGIS COM 74340W103   32,569,586 261,037 SH   SOLE   261,037 0 0
PRUDENTIAL FINL COM 744320102   1,408,483 17,023 SH   SOLE   17,023 0 0
PTC COM 69370C100   730,911 5,700 SH   SOLE   5,700 0 0
PUBLIC STORAGE COM 74460D109   2,084,766 6,900 SH   SOLE   6,900 0 0
PULTEGROUP COM 745867101   530,348 9,100 SH   SOLE   9,100 0 0
QORVO COM 74736K101   487,536 4,800 SH   SOLE   4,800 0 0
QUALCOMM COM 747525103   6,468,306 50,700 SH   SOLE   50,700 0 0
QUANTA SERVICES COM 74762E102   1,099,824 6,600 SH   SOLE   6,600 0 0
QUEST DIAGNOSTICS COM 74834L100   693,252 4,900 SH   SOLE   4,900 0 0
REALTY INCOME COM 756109104   1,671,648 26,400 SH   SOLE   26,400 0 0
REGENCY CENTERS COM 758849103   433,032 7,078 SH   SOLE   7,078 0 0
REGENERON PHARMA COM 75886F107   7,090,190 8,629 SH   SOLE   8,629 0 0
REGIONS FIN COM 7591EP100   746,112 40,200 SH   SOLE   40,200 0 0
RELIANCE STEEL & ALU COM 759509102   667,524 2,600 SH   SOLE   2,600 0 0
REPLIGEN COM 759916109   387,228 2,300 SH   SOLE   2,300 0 0
REPUBLIC SERV COM 760759100   1,271,068 9,400 SH   SOLE   9,400 0 0
RESMED COM 761152107   1,313,940 6,000 SH   SOLE   6,000 0 0
REVVITY COM 714046109   719,604 5,400 SH   SOLE   5,400 0 0
RIVIAN AUTOMOTIVE COM 76954A103   195,048 12,600 SH   SOLE   12,600 0 0
ROBERT HALF COM 770323103   373,120 4,631 SH   SOLE   4,631 0 0
ROCKWELL AUTOM COM 773903109   1,437,905 4,900 SH   SOLE   4,900 0 0
ROKU COM 77543R102   381,756 5,800 SH   SOLE   5,800 0 0
ROLLINS COM 775711104   26,550,861 707,457 SH   SOLE   707,457 0 0
ROPER TECHNOLOGIES COM 776696106   2,115,312 4,800 SH   SOLE   4,800 0 0
S&P GLOBAL COM 78409V104   5,240,504 15,200 SH   SOLE   15,200 0 0
SALESFORCE COM 79466L302   8,960,133 44,850 SH   SOLE   44,850 0 0
SBA COMMUNICATIONS COM 78410G104   1,200,922 4,600 SH   SOLE   4,600 0 0
SCHNITZER STEEL IND COM 806882106   1,682,510 54,100 SH   SOLE   54,100 0 0
SEAGEN COM 81181C104   404,940 2,000 SH   SOLE   2,000 0 0
SEALED AIR COM 81211K100   259,529 5,653 SH   SOLE   5,653 0 0
SERVICENOW COM 81762P102   4,089,536 8,800 SH   SOLE   8,800 0 0
SHERWIN WILLIAMS COM 824348106   2,539,901 11,300 SH   SOLE   11,300 0 0
SIMON PROPERTY GROUP COM 828806109   1,746,732 15,600 SH   SOLE   15,600 0 0
SIRIUS XM HOLDINGS COM 82968B103   121,605 30,631 SH   SOLE   30,631 0 0
SJW GROUP COM 784305104   1,674,860 22,000 SH   SOLE   22,000 0 0
SKYWORKS COM 83088M102   837,658 7,100 SH   SOLE   7,100 0 0
SNAP COM 83304A106   551,532 49,200 SH   SOLE   49,200 0 0
SNAP-ON INC COM 833034101   691,292 2,800 SH   SOLE   2,800 0 0
SOLAREDGE TECH COM 83417M104   19,849,151 65,304 SH   SOLE   65,304 0 0
SPLUNK COM 848637104   671,160 7,000 SH   SOLE   7,000 0 0
STANLEY BLACK&DECKER COM 854502101   507,654 6,300 SH   SOLE   6,300 0 0
STARBUCKS COM 855244109   5,425,173 52,100 SH   SOLE   52,100 0 0
STATE STREET COM 857477103   1,217,776 16,089 SH   SOLE   16,089 0 0
STEEL DYNAMICS COM 858119100   1,028,846 9,100 SH   SOLE   9,100 0 0
STEM COM 85859N102   2,921,184 515,200 SH   SOLE   515,200 0 0
STRYKER COM 863667101   4,253,503 14,900 SH   SOLE   14,900 0 0
SUN COMMUNITIES INC COM 866674104   746,664 5,300 SH   SOLE   5,300 0 0
SVB FINANCIAL COM 78486Q101   0 2,700 SH   SOLE   2,700 0 0
SYNCHRONY FINANCIAL COM 87165B103   569,968 19,600 SH   SOLE   19,600 0 0
SYNOPS COM 871607107   2,703,750 7,000 SH   SOLE   7,000 0 0
SYSCO COM 871829107   1,722,229 22,300 SH   SOLE   22,300 0 0
T ROWE PRICE GP COM 74144T108   1,092,082 9,673 SH   SOLE   9,673 0 0
TARGET COM 87612E106   3,445,104 20,800 SH   SOLE   20,800 0 0
TELEFLEX COM 879369106   531,951 2,100 SH   SOLE   2,100 0 0
TERADYNE COM 880770102   430,040 4,000 SH   SOLE   4,000 0 0
TERRENO REALTY COM 88146M101   2,202,860 34,100 SH   SOLE   34,100 0 0
TESLA COM 88160R101   24,874,454 119,900 SH   SOLE   119,900 0 0
TEXAS INSTRUMENT COM 882508104   7,589,208 40,800 SH   SOLE   40,800 0 0
THERMO FISCHER SCIEN COM 883556102   35,046,178 60,805 SH   SOLE   60,805 0 0
TJX COM 872540109   4,027,704 51,400 SH   SOLE   51,400 0 0
T-MOBILE COM 872590104   4,055,520 28,000 SH   SOLE   28,000 0 0
TORO COM 891092108   633,612 5,700 SH   SOLE   5,700 0 0
TRACTOR SUPPLY COM 892356106   1,081,184 4,600 SH   SOLE   4,600 0 0
TRANSUNION COM 89400J107   459,836 7,400 SH   SOLE   7,400 0 0
TRAVELERS COMPANIES COM 89417E109   1,695,588 9,892 SH   SOLE   9,892 0 0
TRIMBLE COM 896239100   502,079 9,578 SH   SOLE   9,578 0 0
TRIP.COM GROUP LTD COM 89677Q107   2,923,192 77,600 SH   SOLE   77,600 0 0
TRUIST FINANCIAL COM 89832Q109   1,947,110 57,100 SH   SOLE   57,100 0 0
TWILIO COM 90138F102   546,366 8,200 SH   SOLE   8,200 0 0
UBER TECHNOLOGIES COM 90353T100   827,370 26,100 SH   SOLE   26,100 0 0
ULTA BEAUTY COM 90384S303   1,145,907 2,100 SH   SOLE   2,100 0 0
UNION PACIFIC COM 907818108   2,012,600 10,000 SH   SOLE   10,000 0 0
UNITED PARCEL B COM 911312106   6,442,602 33,211 SH   SOLE   33,211 0 0
UNITED RENTALS COM 911363109   1,266,432 3,200 SH   SOLE   3,200 0 0
UNITEDHEALTH GRP COM 91324P102   63,832,731 135,070 SH   SOLE   135,070 0 0
US BANCORP COM 902973304   2,271,150 63,000 SH   SOLE   63,000 0 0
VAIL RESORTS COM 91879Q109   397,256 1,700 SH   SOLE   1,700 0 0
VEEVA SYSTEMS COM 922475108   1,102,740 6,000 SH   SOLE   6,000 0 0
VENTAS COM 92276F100   784,202 18,090 SH   SOLE   18,090 0 0
VERINT SYSTEMS COM 92343X100   1,717,099 46,109 SH   SOLE   46,109 0 0
VERISIGN COM 92343E102   887,586 4,200 SH   SOLE   4,200 0 0
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VERIZON COMM COM 92343V104   32,343,802 831,674 SH   SOLE   831,674 0 0
VF COM 918204108   314,738 13,738 SH   SOLE   13,738 0 0
VIPSHOP ADR COM 92763W103   938,124 61,800 SH   SOLE   61,800 0 0
VISA A COM 92826C839   60,967,090 270,412 SH   SOLE   270,412 0 0
VMWARE A COM 928563402   1,083,823 8,681 SH   SOLE   8,681 0 0
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WALT DISNEY COM 254687106   8,120,543 81,100 SH   SOLE   81,100 0 0
WARNER BROS DISC COM 934423104   1,530,234 101,340 SH   SOLE   101,340 0 0
WARNER MUSIC COM 934550203   33,179,791 994,300 SH   SOLE   994,300 0 0
WASTE MANAGEMENT COM 94106L109   2,868,039 17,577 SH   SOLE   17,577 0 0
WATERS COM 941848103   793,891 2,564 SH   SOLE   2,564 0 0
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WEBSTER FINANCIAL COM 947890109   126,144 3,200 SH   SOLE   3,200 0 0
WELLTOWER COM 95040Q104   1,555,960 21,704 SH   SOLE   21,704 0 0
WEST PHARMACEUTICAL COM 955306105   1,156,863 3,339 SH   SOLE   3,339 0 0
WESTROCK COM 96145D105   396,598 13,016 SH   SOLE   13,016 0 0
WEYERHAEUSER CO COM 962166104   988,264 32,800 SH   SOLE   32,800 0 0
WHIRLPOOL COM 963320106   290,444 2,200 SH   SOLE   2,200 0 0
WIPRO COM 97651M109   855,345 190,500 SH   SOLE   190,500 0 0
WOLFSPEED COM 977852102   344,235 5,300 SH   SOLE   5,300 0 0
WORKDAY A COM 98138H101   1,939,204 9,389 SH   SOLE   9,389 0 0
WP CAREY COM 92936U109   697,050 9,000 SH   SOLE   9,000 0 0
WW GRAINGER COM 384802104   1,343,180 1,950 SH   SOLE   1,950 0 0
XYLEM COM 98419M100   806,190 7,700 SH   SOLE   7,700 0 0
YUM BRANDS COM 988498101   1,677,416 12,700 SH   SOLE   12,700 0 0
YUM CHINA HLDS COM 98850P109   3,676,620 58,000 SH   SOLE   58,000 0 0
ZAI LAB COM 98887Q104   429,054 12,900 SH   SOLE   12,900 0 0
ZIMMER BIOMET HLDS COM 98956P102   1,240,320 9,600 SH   SOLE   9,600 0 0
ZOETIS COM 98978V103   3,428,664 20,600 SH   SOLE   20,600 0 0
ZOOMINFO TECH COM 98980F104   286,636 11,600 SH   SOLE   11,600 0 0
ZTO EXPRESS CAY ADR COM 98980A105   1,696,672 59,200 SH   SOLE   59,200 0 0