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
ACADIA HEALTHCARE COMPANY IN COM 00404A109 BBG001SNNWL7 572,602 7,228 SH   SOLE   7,228 0 0
ADOBE INC COM 00724F101 BBG001S5NCQ5 9,249,318 18,330 SH   SOLE   18,330 0 0
ADVANCED ENERGY INDS COM 007973100 BBG001S8L5Z6 507,147 4,973 SH   SOLE   4,973 0 0
ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 15,027,958 83,262 SH   SOLE   83,262 0 0
AECOM COM 00766T100 BBG001SKTTF1 2,185,713 22,285 SH   SOLE   22,285 0 0
AEROVIRONMENT INC COM 008073108 BBG001SPPWP6 303,188 1,978 SH   SOLE   1,978 0 0
AFFIRM HLDGS INC COM CL A 00827B106 BBG00Y7BP8Z0 1,245,825 33,436 SH   SOLE   33,436 0 0
AGREE RLTY CORP COM 008492100 BBG001S6RY81 1,600,445 28,019 SH   SOLE   28,019 0 0
AIR PRODS & CHEMS INC COM 009158106 BBG001S5NSB6 8,194,298 33,823 SH   SOLE   33,823 0 0
AIRBNB INC COM CL A 009066101 BBG001Y2XS16 2,406,272 14,587 SH   SOLE   14,587 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 BBG001S7YHX0 1,539,498 14,155 SH   SOLE   14,155 0 0
ALBEMARLE CORP COM 012653101 BBG001S7SBP9 5,905,246 44,825 SH   SOLE   44,825 0 0
ALLIANT ENERGY CORP COM 018802108 BBG001S8ZQ30 2,198,700 43,625 SH   SOLE   43,625 0 0
AMER STATES WTR CO COM 029899101 BBG001S9T5Z6 467,971 6,478 SH   SOLE   6,478 0 0
AMERICAN TOWER CORP NEW COM 03027X100 BBG001S5NPQ6 464,534 2,351 SH   SOLE   2,351 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 BBG001SPHYW3 5,302,936 43,392 SH   SOLE   43,392 0 0
AMERICOLD REALTY TRUST INC COM 03064D108 BBG001SMQ866 832,826 33,420 SH   SOLE   33,420 0 0
AMERIPRISE FINL INC COM 03076C106 BBG001SK6096 5,713,750 13,032 SH   SOLE   13,032 0 0
AMN HEALTHCARE SVCS INC COM 001744101 BBG001S6Q193 390,125 6,241 SH   SOLE   6,241 0 0
ANALOG DEVICES INC COM 032654105 BBG001S5ND38 17,572,455 88,844 SH   SOLE   88,844 0 0
APARTMENT INCOME REIT CORP COM 03750L109 BBG00XK3WWB0 759,928 23,404 SH   SOLE   23,404 0 0
APPLE INC COM 037833100 BBG001S5N8V8 20,401,490 118,973 SH   SOLE   118,973 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105 BBG001S5NK14 214,737 1,087 SH   SOLE   1,087 0 0
APPLIED MATLS INC COM 038222105 BBG001S5NMM7 4,807,221 23,310 SH   SOLE   23,310 0 0
APPLOVIN CORP COM CL A 03831W108 BBG006HFPX86 1,485,877 21,466 SH   SOLE   21,466 0 0
ARCELLX INC COMMON STOCK 03940C100 BBG00QHJM4W4 1,545,192 22,217 SH   SOLE   22,217 0 0
ARCOSA INC COM 039653100 BBG00JGMWGB9 220,832 2,572 SH   SOLE   2,572 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 BBG0068KVVC7 3,433,810 25,822 SH   SOLE   25,822 0 0
ARGENX SE SPONSORED ADR 04016X101 BBG00GHB88Y8 2,024,115 5,141 SH   SOLE   5,141 0 0
ARROW ELECTRS INC COM 042735100 BBG001S5NVP4 1,689,324 13,049 SH   SOLE   13,049 0 0
ARVINAS INC COM 04335A105 BBG00LW7YL08 779,986 18,895 SH   SOLE   18,895 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 BBG001S9B5H5 1,110,288 4,709 SH   SOLE   4,709 0 0
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101 BBG007R7VP72 702,789 4,649 SH   SOLE   4,649 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 BBG001SB80N8 1,506,625 22,238 SH   SOLE   22,238 0 0
ATKORE INC COM 047649108 BBG001T8LDZ8 1,406,189 7,387 SH   SOLE   7,387 0 0
ATMOS ENERGY CORP COM 049560105 BBG001S5VG05 3,009,907 25,321 SH   SOLE   25,321 0 0
AUTODESK INC COM 052769106 BBG001S5SCD4 384,380 1,476 SH   SOLE   1,476 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 BBG001S82KF6 14,206,710 56,886 SH   SOLE   56,886 0 0
AUTONATION INC COM 05329W102 BBG001S5NQB0 2,054,682 12,409 SH   SOLE   12,409 0 0
AVALONBAY CMNTYS INC COM 053484101 BBG001S7J2H8 3,411,706 18,386 SH   SOLE   18,386 0 0
AXCELIS TECHNOLOGIES INC COM NEW 054540208 BBG001SF8W86 1,204,639 10,802 SH   SOLE   10,802 0 0
AXON ENTERPRISE INC COM 05464C101 BBG001SB2HG5 3,446,686 11,016 SH   SOLE   11,016 0 0
AZEK CO INC CL A 05478C105 BBG00RP7FY15 1,218,538 24,264 SH   SOLE   24,264 0 0
BADGER METER INC COM 056525108 BBG001S5P8Q2 518,763 3,206 SH   SOLE   3,206 0 0
BCE INC COM NEW 05534B760 BBG001S5P2C0 2,489,749 73,271 SH   SOLE   73,271 0 0
BECTON DICKINSON & CO COM 075887109 BBG001S5P374 9,378,602 37,901 SH   SOLE   37,901 0 0
BENTLEY SYS INC COM CL B 08265T208 BBG001SBWGV7 211,230 4,045 SH   SOLE   4,045 0 0
BERRY GLOBAL GROUP INC COM 08579W103 BBG001T6B4W6 1,492,102 24,671 SH   SOLE   24,671 0 0
BILL HOLDINGS INC COM 090043100 BBG00QVJV7L3 2,656,028 38,650 SH   SOLE   38,650 0 0
BIO RAD LABS INC CL A 090572207 BBG001S625W4 2,078,333 6,009 SH   SOLE   6,009 0 0
BIOGEN INC COM 09062X103 BBG001S67826 6,178,231 28,652 SH   SOLE   28,652 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 BBG001S76R05 2,430,061 27,823 SH   SOLE   27,823 0 0
BIO-TECHNE CORP COM 09073M104 BBG001S66C28 1,671,622 23,748 SH   SOLE   23,748 0 0
BLACK HILLS CORP COM 092113109 BBG001S5P6X8 531,040 9,726 SH   SOLE   9,726 0 0
BLACKROCK INC COM 09247X101 BBG001SDBP55 255,112 306 SH   SOLE   306 0 0
BLACKSTONE INC COM 09260D107 BBG001S7H949 9,466,259 72,058 SH   SOLE   72,058 0 0
BLACKSTONE SECD LENDING FD COMMON STOCK 09261X102 BBG00MS80PP0 520,766 16,718 SH   SOLE   16,718 0 0
BOISE CASCADE CO DEL COM 09739D100 BBG001SZX397 422,994 2,758 SH   SOLE   2,758 0 0
BOK FINL CORP COM NEW 05561Q201 BBG001S6VBZ6 289,248 3,144 SH   SOLE   3,144 0 0
BORGWARNER INC COM 099724106 BBG001S7F4D2 1,958,502 56,376 SH   SOLE   56,376 0 0
BOYD GAMING CORP COM 103304101 BBG001S7DMW3 1,802,628 26,777 SH   SOLE   26,777 0 0
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 113004105 BBG019Z17GF9 1,446,875 34,433 SH   SOLE   34,433 0 0
BROWN FORMAN CORP CL B 115637209 BBG001S5P4H1 2,237,985 43,355 SH   SOLE   43,355 0 0
BRUNSWICK CORP COM 117043109 BBG001S5P294 320,350 3,319 SH   SOLE   3,319 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 BBG001S9CFC7 6,059,420 29,055 SH   SOLE   29,055 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 BBG001SB6KF5 3,741,748 49,143 SH   SOLE   49,143 0 0
CABLE ONE INC COM 12685J105 BBG001SFK9N6 916,076 2,165 SH   SOLE   2,165 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100 BBG0074Q3NL5 212,970 4,869 SH   SOLE   4,869 0 0
CALIX INC COM 13100M509 BBG001T633M8 723,717 21,825 SH   SOLE   21,825 0 0
CAMDEN PPTY TR SH BEN INT 133131102 BBG001S5Q6V9 2,864,424 29,110 SH   SOLE   29,110 0 0
CANADIAN NAT RES LTD COM 136385101 BBG001S5YC56 3,564,678 46,707 SH   SOLE   46,707 0 0
CARVANA CO CL A 146869102 BBG00GCTWF71 7,469,625 84,969 SH   SOLE   84,969 0 0
CELSIUS HLDGS INC COM NEW 15118V207 BBG001SQSKT3 7,404,424 89,296 SH   SOLE   89,296 0 0
CENTERPOINT ENERGY INC COM 15189T107 BBG001SB10S0 1,625,298 57,048 SH   SOLE   57,048 0 0
CHART INDS INC COM 16115Q308 BBG001SQV7W4 392,528 2,383 SH   SOLE   2,383 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 BBG001T3TDG2 6,028,538 20,743 SH   SOLE   20,743 0 0
CHENIERE ENERGY INC COM NEW 16411R208 BBG001S7W158 6,202,668 38,459 SH   SOLE   38,459 0 0
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 11,465,490 72,686 SH   SOLE   72,686 0 0
CHORD ENERGY CORPORATION COM NEW 674215207 BBG00Y7BLJF2 2,698,910 15,142 SH   SOLE   15,142 0 0
CHURCHILL DOWNS INC COM 171484108 BBG001S67Z80 1,171,170 9,464 SH   SOLE   9,464 0 0
CINTAS CORP COM 172908105 BBG001S7CRG1 3,012,627 4,385 SH   SOLE   4,385 0 0
CISCO SYS INC COM 17275R102 BBG001S6HC62 20,470,886 410,156 SH   SOLE   410,156 0 0
CLEAN HARBORS INC COM 184496107 BBG001S5PW98 919,584 4,568 SH   SOLE   4,568 0 0
COHERENT CORP COM 19247G107 BBG001S5S6N6 749,445 12,363 SH   SOLE   12,363 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 BBG00ZGF7799 7,726,922 29,145 SH   SOLE   29,145 0 0
COLUMBIA SPORTSWEAR CO COM 198516106 BBG001S90WD2 353,701 4,357 SH   SOLE   4,357 0 0
COMCAST CORP NEW CL A 20030N101 BBG001S5PXL2 5,775,824 133,237 SH   SOLE   133,237 0 0
COMFORT SYS USA INC COM 199908104 BBG001SB1GG8 1,326,122 4,174 SH   SOLE   4,174 0 0
CONCENTRIX CORP COM 20602D101 BBG00RCNQMY2 230,975 3,488 SH   SOLE   3,488 0 0
CONFLUENT INC CLASS A COM 20717M103 BBG007HWGYS3 3,401,423 111,449 SH   SOLE   111,449 0 0
CONMED CORP COM 207410101 BBG001S5PZH2 846,205 10,567 SH   SOLE   10,567 0 0
CONOCOPHILLIPS COM 20825C104 BBG001S5TZM2 6,148,642 48,308 SH   SOLE   48,308 0 0
CONSOLIDATED EDISON INC COM 209115104 BBG001S5QRL4 3,185,524 35,079 SH   SOLE   35,079 0 0
CONSTELLATION ENERGY CORP COM 21037T109 BBG014KFRPJ9 13,982,239 75,641 SH   SOLE   75,641 0 0
CORE & MAIN INC CL A 21874C102 BBG01163K3R5 4,002,462 69,912 SH   SOLE   69,912 0 0
COREBRIDGE FINL INC COM 21871X109 BBG016HJ8836 3,105,023 108,076 SH   SOLE   108,076 0 0
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 7,115,303 9,712 SH   SOLE   9,712 0 0
CRACKER BARREL OLD CTRY STOR COM 22410J106 BBG001S5PK03 486,927 6,695 SH   SOLE   6,695 0 0
CRANE COMPANY COMMON STOCK 224408104 BBG016G0L0V9 911,046 6,742 SH   SOLE   6,742 0 0
CREDIT ACCEP CORP MICH COM 225310101 BBG001S71KS5 269,156 488 SH   SOLE   488 0 0
CROCS INC COM 227046109 BBG001SDGFR8 221,021 1,537 SH   SOLE   1,537 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 BBG00BLYKRZ7 19,899,021 62,070 SH   SOLE   62,070 0 0
CROWN CASTLE INC COM 22822V101 BBG001S7W5T3 655,405 6,193 SH   SOLE   6,193 0 0
CYTOKINETICS INC COM NEW 23282W605 BBG001SGMVF2 5,803,425 82,776 SH   SOLE   82,776 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 BBG001WWJTL4 1,280,170 20,450 SH   SOLE   20,450 0 0
DECKERS OUTDOOR CORP COM 243537107 BBG001S7GXB9 2,032,180 2,159 SH   SOLE   2,159 0 0
DEERE & CO COM 244199105 BBG001S5QFF7 17,948,927 43,699 SH   SOLE   43,699 0 0
DENTSPLY SIRONA INC COM 24906P109 BBG001S5XLV8 770,639 23,219 SH   SOLE   23,219 0 0
DIAGEO PLC SPON ADR NEW 25243Q205 BBG001S7V596 2,334,772 15,697 SH   SOLE   15,697 0 0
DIAMONDBACK ENERGY INC COM 25278X109 BBG002PHSZN7 8,147,561 41,114 SH   SOLE   41,114 0 0
DICKS SPORTING GOODS INC COM 253393102 BBG001SK2651 6,153,294 27,365 SH   SOLE   27,365 0 0
DILLARDS INC CL A 254067101 BBG001S5VNW5 679,633 1,441 SH   SOLE   1,441 0 0
DIODES INC COM 254543101 BBG001SCJ937 639,858 9,076 SH   SOLE   9,076 0 0
DOLBY LABORATORIES INC COM CL A 25659T107 BBG001SDXGH8 862,161 10,292 SH   SOLE   10,292 0 0
DOORDASH INC CL A 25809K105 BBG005D7QCK1 1,164,423 8,455 SH   SOLE   8,455 0 0
DOW INC COM 260557103 BBG00BN96931 470,507 8,122 SH   SOLE   8,122 0 0
DXC TECHNOLOGY CO COM 23355L106 BBG00FN64XV6 681,244 32,119 SH   SOLE   32,119 0 0
E L F BEAUTY INC COM 26856L103 BBG00DQ6VYQ2 610,829 3,116 SH   SOLE   3,116 0 0
EASTGROUP PPTYS INC COM 277276101 BBG001S5QT03 1,464,766 8,148 SH   SOLE   8,148 0 0
ELECTRONIC ARTS INC COM 285512109 BBG001S5T5C9 6,100,830 45,985 SH   SOLE   45,985 0 0
ELEVANCE HEALTH INC COM 036752103 BBG001S6KBQ8 11,763,598 22,686 SH   SOLE   22,686 0 0
EMBRAER S.A. SPONSORED ADS 29082A107 BBG001S63XQ9 1,545,040 57,997 SH   SOLE   57,997 0 0
ENDAVA PLC ADS 29260V105 BBG00LBLBCB3 530,202 13,938 SH   SOLE   13,938 0 0
ENERSYS COM 29275Y102 BBG001SLVXW8 573,372 6,070 SH   SOLE   6,070 0 0
ENVISTA HOLDINGS CORPORATION COM 29415F104 BBG00LN4B6D9 1,115,993 52,198 SH   SOLE   52,198 0 0
EQUINIX INC COM 29444U700 BBG001SKBNS9 386,254 468 SH   SOLE   468 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 BBG001S5T5G5 1,683,867 26,147 SH   SOLE   26,147 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 BBG001S723L9 1,103,415 17,484 SH   SOLE   17,484 0 0
ESAB CORPORATION COM 29605J106 BBG0028ZMP54 768,019 6,946 SH   SOLE   6,946 0 0
ESSEX PPTY TR INC COM 297178105 BBG001S81418 929,054 3,795 SH   SOLE   3,795 0 0
EVERGY INC COM 30034W106 BBG00H433CS1 578,105 10,830 SH   SOLE   10,830 0 0
EXPEDIA GROUP INC COM NEW 30212P303 BBG001SP8VM0 8,289,520 60,178 SH   SOLE   60,178 0 0
EXPEDITORS INTL WASH INC COM 302130109 BBG001S5QZZ1 3,700,591 30,440 SH   SOLE   30,440 0 0
EXPONENT INC COM 30214U102 BBG001S9CG99 538,891 6,517 SH   SOLE   6,517 0 0
FEDEX CORP COM 31428X106 BBG001S5R3M5 12,685,107 43,781 SH   SOLE   43,781 0 0
FIRST AMERN FINL CORP COM 31847R102 BBG001T1LV65 616,422 10,097 SH   SOLE   10,097 0 0
FIRST INDL RLTY TR INC COM 32054K103 BBG001S81Z00 1,289,121 24,536 SH   SOLE   24,536 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 BBG007GJ2F90 2,768,165 21,356 SH   SOLE   21,356 0 0
FORTINET INC COM 34959E109 BBG001S77BL6 314,431 4,603 SH   SOLE   4,603 0 0
FORWARD AIR CORP COM 349853101 BBG001SC0FW1 1,067,260 34,306 SH   SOLE   34,306 0 0
FOX FACTORY HLDG CORP COM 35138V102 BBG004T7VS71 688,470 13,222 SH   SOLE   13,222 0 0
GALLAGHER ARTHUR J & CO COM 363576109 BBG001S5NKC2 909,646 3,638 SH   SOLE   3,638 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 BBG003MSMCT5 1,587,296 34,454 SH   SOLE   34,454 0 0
GARTNER INC COM 366651107 BBG001S5SD60 5,087,499 10,673 SH   SOLE   10,673 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 BBG01BFR8YW0 9,291,820 102,209 SH   SOLE   102,209 0 0
GENERAC HLDGS INC COM 368736104 BBG001T5VGH6 1,169,949 9,275 SH   SOLE   9,275 0 0
GENERAL ELECTRIC CO COM NEW 369604301 BBG001S5PVD5 1,773,029 10,101 SH   SOLE   10,101 0 0
GENUINE PARTS CO COM 372460105 BBG001S5RNH7 2,555,260 16,493 SH   SOLE   16,493 0 0
GILEAD SCIENCES INC COM 375558103 BBG001S6Y1X7 1,561,324 21,315 SH   SOLE   21,315 0 0
GITLAB INC CLASS A COM 37637K108 BBG00DHTYPJ6 377,564 6,474 SH   SOLE   6,474 0 0
GLAUKOS CORP COM 377322102 BBG001T91NX8 1,451,217 15,391 SH   SOLE   15,391 0 0
GLOBE LIFE INC COM 37959E102 BBG001S5WRX4 711,719 6,116 SH   SOLE   6,116 0 0
GLOBUS MED INC CL A 379577208 BBG002V87T57 210,859 3,931 SH   SOLE   3,931 0 0
GMS INC COM 36251C103 BBG009Q036F8 970,967 9,975 SH   SOLE   9,975 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 BBG001SC07Z6 5,810,486 13,911 SH   SOLE   13,911 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 BBG001S5RNK3 818,536 2,801 SH   SOLE   2,801 0 0
GUESS INC COM 401617105 BBG001S5RJR5 961,503 30,553 SH   SOLE   30,553 0 0
HAMILTON LANE INC CL A 407497106 BBG00FX58Q75 577,444 5,121 SH   SOLE   5,121 0 0
HASHICORP INC COM CL A 418100103 BBG007PZ2T94 270,578 10,040 SH   SOLE   10,040 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 BBG001SJB7J7 2,340,386 41,815 SH   SOLE   41,815 0 0
HEICO CORP NEW COM 422806109 BBG001S5RVC4 1,054,129 5,519 SH   SOLE   5,519 0 0
HENRY SCHEIN INC COM 806407102 BBG001S6S7F1 1,815,501 24,040 SH   SOLE   24,040 0 0
HERC HLDGS INC COM 42704L104 BBG001SNNBX0 378,507 2,249 SH   SOLE   2,249 0 0
HESS CORP COM 42809H107 BBG001S5NHS2 729,161 4,777 SH   SOLE   4,777 0 0
HEXCEL CORP NEW COM 428291108 BBG001S5S2J0 1,119,195 15,363 SH   SOLE   15,363 0 0
HOLOGIC INC COM 436440101 BBG001S6HWB2 2,846,008 36,506 SH   SOLE   36,506 0 0
HONEYWELL INTL INC COM 438516106 BBG001S5X1N1 12,269,845 59,780 SH   SOLE   59,780 0 0
HOWARD HUGHES HOLDINGS INC COM 44267T102 BBG01HTMDZ63 456,780 6,290 SH   SOLE   6,290 0 0
HOWMET AEROSPACE INC COM 443201108 BBG00DYNJH69 5,221,072 76,298 SH   SOLE   76,298 0 0
HUB GROUP INC CL A 443320106 BBG001S8SNQ0 473,129 10,947 SH   SOLE   10,947 0 0
HUBSPOT INC COM 443573100 BBG001T53670 6,586,399 10,512 SH   SOLE   10,512 0 0
HUMANA INC COM 444859102 BBG001S5S1X6 13,454,816 38,806 SH   SOLE   38,806 0 0
HUNT J B TRANS SVCS INC COM 445658107 BBG001S5SFY4 2,962,250 14,867 SH   SOLE   14,867 0 0
IAC INC COM NEW 44891N208 BBG00S1LR2D2 478,033 8,962 SH   SOLE   8,962 0 0
IDACORP INC COM 451107106 BBG001S5S4M2 1,066,006 11,476 SH   SOLE   11,476 0 0
ILLINOIS TOOL WKS INC COM 452308109 BBG001S5SDX0 7,138,115 26,602 SH   SOLE   26,602 0 0
IMMUNOCORE HLDGS PLC ADS 45258D105 BBG00YYCXG54 777,205 11,957 SH   SOLE   11,957 0 0
IMPERIAL OIL LTD COM NEW 453038408 BBG001S5T1N6 250,942 3,630 SH   SOLE   3,630 0 0
INCYTE CORP COM 45337C102 BBG001S8Q6N2 1,383,459 24,284 SH   SOLE   24,284 0 0
INHIBRX INC COM 45720L107 BBG00P80N9V6 562,961 16,103 SH   SOLE   16,103 0 0
INSULET CORP COM 45784P101 BBG001SRF439 2,144,385 12,511 SH   SOLE   12,511 0 0
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208 BBG001S7JWM6 329,366 9,291 SH   SOLE   9,291 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 BBG001SQ4YC7 404,055 3,617 SH   SOLE   3,617 0 0
INTERPUBLIC GROUP COS INC COM 460690100 BBG001S6RLK5 2,060,813 63,157 SH   SOLE   63,157 0 0
INTUIT COM 461202103 BBG001S6TWR2 1,902,550 2,927 SH   SOLE   2,927 0 0
IPG PHOTONICS CORP COM 44980X109 BBG001SG95B8 458,347 5,054 SH   SOLE   5,054 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102 BBG001T21JT7 793,747 30,342 SH   SOLE   30,342 0 0
JACK IN THE BOX INC COM 466367109 BBG001SDBB01 582,012 8,499 SH   SOLE   8,499 0 0
JACKSON FINANCIAL INC COM CL A 46817M107 BBG00922Y611 1,844,909 27,894 SH   SOLE   27,894 0 0
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 8,175,734 51,683 SH   SOLE   51,683 0 0
KELLANOVA COM 487836108 BBG001S5SJL0 799,196 13,950 SH   SOLE   13,950 0 0
KEROS THERAPEUTICS INC COM 492327101 BBG00H1HP9H8 561,376 8,480 SH   SOLE   8,480 0 0
KEURIG DR PEPPER INC COM 49271V100 BBG001ST5W34 4,518,580 147,329 SH   SOLE   147,329 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 BBG0059FN820 5,090,795 32,554 SH   SOLE   32,554 0 0
KIMBERLY-CLARK CORP COM 494368103 BBG001S5SLZ0 4,915,041 37,998 SH   SOLE   37,998 0 0
KKR & CO INC COM 48251W104 BBG001S6PW05 5,789,687 57,563 SH   SOLE   57,563 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 BBG001T9BTS0 650,116 11,816 SH   SOLE   11,816 0 0
KRYSTAL BIOTECH INC COM 501147102 BBG00HDGRHJ5 1,056,192 5,936 SH   SOLE   5,936 0 0
KYMERA THERAPEUTICS INC COM 501575104 BBG00SDHC8F9 817,789 20,343 SH   SOLE   20,343 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 BBG001S7RX54 4,148,774 18,991 SH   SOLE   18,991 0 0
LAM RESEARCH CORP COM 512807108 BBG001S5SW40 12,468,158 12,833 SH   SOLE   12,833 0 0
LAMB WESTON HLDGS INC COM 513272104 BBG003CVMLR1 2,753,694 25,849 SH   SOLE   25,849 0 0
LANDSTAR SYS INC COM 515098101 BBG001S5RWM1 1,160,801 6,022 SH   SOLE   6,022 0 0
LCI INDS COM 50189K103 BBG001S8G4D9 520,790 4,232 SH   SOLE   4,232 0 0
LEAR CORP COM NEW 521865204 BBG001T60092 1,827,806 12,616 SH   SOLE   12,616 0 0
LEGGETT & PLATT INC COM 524660107 BBG001S5SRG8 454,698 23,744 SH   SOLE   23,744 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 BBG006GNSZX4 1,855,397 32,420 SH   SOLE   32,420 0 0
LIGHT & WONDER INC COM 80874P109 BBG00JR5MM40 1,476,630 14,464 SH   SOLE   14,464 0 0
LITHIA MTRS INC COM 536797103 BBG001SC88P7 979,299 3,255 SH   SOLE   3,255 0 0
LITTELFUSE INC COM 537008104 BBG001S744B6 853,799 3,523 SH   SOLE   3,523 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 BBG001SNP2B2 255,646 2,417 SH   SOLE   2,417 0 0
LKQ CORP COM 501889208 BBG001SCCPJ1 1,644,173 30,784 SH   SOLE   30,784 0 0
LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 10,978,287 24,135 SH   SOLE   24,135 0 0
LPL FINL HLDGS INC COM 50212V100 BBG001T5GK39 1,559,308 5,902 SH   SOLE   5,902 0 0
M D C HLDGS INC COM 552676108 BBG001S5T272 1,162,325 18,476 SH   SOLE   18,476 0 0
MADISON SQUARE GARDEN ENTMT COM CL A 558256103 BBG019980TF2 434,917 11,092 SH   SOLE   11,092 0 0
MADISON SQUARE GRDN SPRT COR CL A 55825T103 BBG007FG0C32 361,475 1,959 SH   SOLE   1,959 0 0
MAGNA INTL INC COM 559222401 BBG001S5SY91 1,604,981 29,460 SH   SOLE   29,460 0 0
MAGNOLIA OIL & GAS CORP CL A 559663109 BBG00GNC8DM1 404,327 15,581 SH   SOLE   15,581 0 0
MANPOWERGROUP INC WIS COM 56418H100 BBG001S5SYW5 656,912 8,461 SH   SOLE   8,461 0 0
MARATHON PETE CORP COM 56585A102 BBG001S169P1 11,994,288 59,525 SH   SOLE   59,525 0 0
MARRIOTT INTL INC NEW CL A 571903202 BBG001S78K44 8,966,088 35,536 SH   SOLE   35,536 0 0
MARSH & MCLENNAN COS INC COM 571748102 BBG001S5T7M4 6,001,433 29,136 SH   SOLE   29,136 0 0
MASTERBRAND INC COMMON STOCK 57638P104 BBG01B9G4424 525,357 28,034 SH   SOLE   28,034 0 0
MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 1,554,026 3,227 SH   SOLE   3,227 0 0
MATADOR RES CO COM 576485205 BBG001T3L5S4 2,059,053 30,838 SH   SOLE   30,838 0 0
MATCH GROUP INC NEW COM 57667L107 BBG00VT0KP47 2,410,262 66,435 SH   SOLE   66,435 0 0
MCDONALDS CORP COM 580135101 BBG001S5T110 20,403,594 72,366 SH   SOLE   72,366 0 0
MEDPACE HLDGS INC COM 58506Q109 BBG0065B7K40 2,222,421 5,499 SH   SOLE   5,499 0 0
MERIT MED SYS INC COM 589889104 BBG001S6KLT3 577,064 7,618 SH   SOLE   7,618 0 0
MGM RESORTS INTERNATIONAL COM 552953101 BBG001S6BYT5 649,940 13,767 SH   SOLE   13,767 0 0
MGP INGREDIENTS INC NEW COM 55303J106 BBG001S5XTL2 287,244 3,335 SH   SOLE   3,335 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 BBG001S787B5 578,719 6,451 SH   SOLE   6,451 0 0
MICROSTRATEGY INC CL A NEW 594972408 BBG001SC7PX1 2,809,115 1,648 SH   SOLE   1,648 0 0
MID-AMER APT CMNTYS INC COM 59522J103 BBG001S7HZ69 3,654,371 27,773 SH   SOLE   27,773 0 0
MODINE MFG CO COM 607828100 BBG001S5T913 2,521,393 26,488 SH   SOLE   26,488 0 0
MONDELEZ INTL INC CL A 609207105 BBG001SHHZJ3 11,246,410 160,663 SH   SOLE   160,663 0 0
MONOLITHIC PWR SYS INC COM 609839105 BBG001SDRGP6 6,464,619 9,543 SH   SOLE   9,543 0 0
MOODYS CORP COM 615369105 BBG001S5VP87 393,423 1,001 SH   SOLE   1,001 0 0
MPLX LP COM UNIT REP LTD 55336V100 BBG0035TJHL3 1,488,347 35,812 SH   SOLE   35,812 0 0
MR COOPER GROUP INC COM 62482R107 BBG002V09956 1,060,276 13,602 SH   SOLE   13,602 0 0
MSC INDL DIRECT INC CL A 553530106 BBG001S5TD87 548,276 5,650 SH   SOLE   5,650 0 0
NATERA INC COM 632307104 BBG001V0FSF8 767,075 8,387 SH   SOLE   8,387 0 0
NCINO INC COM 63947X101 BBG014GJ8XJ0 620,022 16,587 SH   SOLE   16,587 0 0
NEXTRACKER INC CLASS A COM 65290E101 BBG00835TQ17 5,077,355 90,232 SH   SOLE   90,232 0 0
NIKE INC CL B 654106103 BBG001S6NTK2 3,412,320 36,309 SH   SOLE   36,309 0 0
NORTHROP GRUMMAN CORP COM 666807102 BBG001S5TP26 10,342,407 21,607 SH   SOLE   21,607 0 0
NOVARTIS AG SPONSORED ADR 66987V109 BBG001SF5LW6 2,967,773 30,681 SH   SOLE   30,681 0 0
NUCOR CORP COM 670346105 BBG001S5TRV0 4,746,632 23,985 SH   SOLE   23,985 0 0
NUTANIX INC CL A 67059N108 BBG001V13SG8 2,710,310 43,913 SH   SOLE   43,913 0 0
NUVEI CORPORATION SUB VTG SHS 67079A102 BBG00X2VHWW2 355,282 11,236 SH   SOLE   11,236 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 8,714,836 9,645 SH   SOLE   9,645 0 0
OCCIDENTAL PETE CORP COM 674599105 BBG001S5TZG9 2,900,374 44,628 SH   SOLE   44,628 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 BBG001S6WQT9 502,659 2,292 SH   SOLE   2,292 0 0
OLIN CORP COM PAR $1 680665205 BBG001S5TWW8 831,961 14,149 SH   SOLE   14,149 0 0
OMNICELL COM COM 68213N109 BBG001SF6Z45 369,000 12,624 SH   SOLE   12,624 0 0
ONEOK INC NEW COM 682680103 BBG001S5TWK1 518,860 6,472 SH   SOLE   6,472 0 0
OPTION CARE HEALTH INC COM NEW 68404L201 BBG001S6X756 771,789 23,011 SH   SOLE   23,011 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 BBG001S78TL6 641,204 568 SH   SOLE   568 0 0
ORMAT TECHNOLOGIES INC COM 686688102 BBG001S9LPW3 600,277 9,069 SH   SOLE   9,069 0 0
OTIS WORLDWIDE CORP COM 68902V107 BBG00RP60LN7 2,315,175 23,322 SH   SOLE   23,322 0 0
OVINTIV INC COM 69047Q102 BBG00R2NHQ74 4,244,019 81,773 SH   SOLE   81,773 0 0
OXFORD INDS INC COM 691497309 BBG001S5TZF0 490,851 4,367 SH   SOLE   4,367 0 0
PALO ALTO NETWORKS INC COM 697435105 BBG001T9NWN5 2,095,175 7,374 SH   SOLE   7,374 0 0
PATRICK INDS INC COM 703343103 BBG001S5V0V6 536,659 4,492 SH   SOLE   4,492 0 0
PAYCHEX INC COM 704326107 BBG001S5V135 4,892,229 39,839 SH   SOLE   39,839 0 0
PAYCOM SOFTWARE INC COM 70432V102 BBG0064N1009 5,276,352 26,513 SH   SOLE   26,513 0 0
PAYLOCITY HLDG CORP COM 70438V106 BBG006598YZ0 1,539,866 8,960 SH   SOLE   8,960 0 0
PAYPAL HLDGS INC COM 70450Y103 BBG0077VNXW5 739,972 11,046 SH   SOLE   11,046 0 0
PENSKE AUTOMOTIVE GRP INC COM 70959W103 BBG001S96493 812,218 5,014 SH   SOLE   5,014 0 0
PEPSICO INC COM 713448108 BBG001S695T1 20,441,168 116,800 SH   SOLE   116,800 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 BBG009XW2WC7 1,485,784 19,906 SH   SOLE   19,906 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105 BBG00D61Y2G3 3,744,609 212,039 SH   SOLE   212,039 0 0
PHILIP MORRIS INTL INC COM 718172109 BBG001STP9N1 4,880,597 53,270 SH   SOLE   53,270 0 0
PHILLIPS EDISON & CO INC COMMON STOCK 71844V201 BBG011RJST56 420,074 11,711 SH   SOLE   11,711 0 0
PIONEER NAT RES CO COM 723787107 BBG001S7V1J4 2,293,988 8,739 SH   SOLE   8,739 0 0
PJT PARTNERS INC COM CL A 69343T107 BBG0079T1MP4 647,378 6,868 SH   SOLE   6,868 0 0
PLANET FITNESS INC CL A 72703H101 BBG009H04M26 783,188 12,505 SH   SOLE   12,505 0 0
POOL CORP COM 73278L105 BBG001S5VBK4 2,382,264 5,904 SH   SOLE   5,904 0 0
PORTLAND GEN ELEC CO COM NEW 736508847 BBG001S5V4Y5 695,100 16,550 SH   SOLE   16,550 0 0
POWELL INDS INC COM 739128106 BBG001S5VBT5 1,000,084 7,028 SH   SOLE   7,028 0 0
POWER INTEGRATIONS INC COM 739276103 BBG001S73RW3 566,748 7,921 SH   SOLE   7,921 0 0
PPG INDS INC COM 693506107 BBG001S5VC13 6,732,054 46,460 SH   SOLE   46,460 0 0
PRINCIPAL FINANCIAL GROUP IN COM 74251V102 BBG001SD3148 2,811,117 32,570 SH   SOLE   32,570 0 0
PROCEPT BIOROBOTICS CORP COM 74276L105 BBG009KD84J2 652,344 13,200 SH   SOLE   13,200 0 0
PROCORE TECHNOLOGIES INC COM 74275K108 BBG0026ZJ313 2,833,386 34,482 SH   SOLE   34,482 0 0
PROGRESS SOFTWARE CORP COM 743312100 BBG001S6MCY5 1,186,841 22,263 SH   SOLE   22,263 0 0
PROLOGIS INC. COM 74340W103 BBG001S5NMN6 8,001,759 61,448 SH   SOLE   61,448 0 0
PUBLIC STORAGE COM 74460D109 BBG001S5TH79 5,497,507 18,953 SH   SOLE   18,953 0 0
PVH CORPORATION COM 693656100 BBG001S5VGY8 3,113,949 22,146 SH   SOLE   22,146 0 0
QUALYS INC COM 74758T303 BBG001SYH860 1,955,883 11,721 SH   SOLE   11,721 0 0
QUEST DIAGNOSTICS INC COM 74834L100 BBG001S9GX43 3,820,656 28,703 SH   SOLE   28,703 0 0
RAYMOND JAMES FINL INC COM 754730109 BBG001S5VQ03 1,902,029 14,811 SH   SOLE   14,811 0 0
RBC BEARINGS INC COM 75524B104 BBG001SNYTV1 678,308 2,509 SH   SOLE   2,509 0 0
REALTY INCOME CORP COM 756109104 BBG001S884K0 5,739,415 106,089 SH   SOLE   106,089 0 0
RED ROCK RESORTS INC CL A 75700L108 BBG00B6G8068 645,099 10,784 SH   SOLE   10,784 0 0
REGENCY CTRS CORP COM 758849103 BBG001S7H752 1,517,694 25,061 SH   SOLE   25,061 0 0
REGENERON PHARMACEUTICALS COM 75886F107 BBG001S6PX49 7,049,277 7,324 SH   SOLE   7,324 0 0
REVVITY INC COM 714046109 BBG001SBKS35 1,786,260 17,012 SH   SOLE   17,012 0 0
REXFORD INDL RLTY INC COM 76169C100 BBG004MB82S9 3,238,566 64,385 SH   SOLE   64,385 0 0
ROBERT HALF INC. COM 770323103 BBG001S5VP41 1,803,065 22,743 SH   SOLE   22,743 0 0
ROCKWELL AUTOMATION INC COM 773903109 BBG001S5VRF5 7,204,882 24,731 SH   SOLE   24,731 0 0
ROGERS COMMUNICATIONS INC CL B 775109200 BBG001S604S4 482,529 11,769 SH   SOLE   11,769 0 0
ROGERS CORP COM 775133101 BBG001S5TTY3 504,314 4,249 SH   SOLE   4,249 0 0
ROPER TECHNOLOGIES INC COM 776696106 BBG001S9B362 2,427,316 4,328 SH   SOLE   4,328 0 0
RXSIGHT INC COM 78349D107 BBG00THX1YQ1 603,228 11,695 SH   SOLE   11,695 0 0
RYAN SPECIALTY HOLDINGS INC CL A 78351F107 BBG011K4W1Y0 796,037 14,343 SH   SOLE   14,343 0 0
RYMAN HOSPITALITY PPTYS INC COM 78377T107 BBG001S6SHG8 1,264,542 10,938 SH   SOLE   10,938 0 0
S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 13,873,499 32,609 SH   SOLE   32,609 0 0
SAIA INC COM 78709Y105 BBG001SL4QM4 3,949,335 6,751 SH   SOLE   6,751 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 BBG001SCWNN9 4,871,849 22,482 SH   SOLE   22,482 0 0
SCHNEIDER NATIONAL INC CL B 80689H102 BBG001SF1R75 509,898 22,522 SH   SOLE   22,522 0 0
SELECTIVE INS GROUP INC COM 816300107 BBG001S5W2R6 844,867 7,739 SH   SOLE   7,739 0 0
SEMPRA COM 816851109 BBG001SBVZ73 4,953,971 68,968 SH   SOLE   68,968 0 0
SENTINELONE INC CL A 81730H109 BBG00B6F2F27 1,714,171 73,538 SH   SOLE   73,538 0 0
SHELL PLC SPON ADS 780259305 BBG0147BN6H1 466,531 6,959 SH   SOLE   6,959 0 0
SILGAN HLDGS INC COM 827048109 BBG001S6VPD9 311,270 6,410 SH   SOLE   6,410 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 BBG009T22D67 209,285 1,199 SH   SOLE   1,199 0 0
SKECHERS U S A INC CL A 830566105 BBG001S5XTG8 510,663 8,336 SH   SOLE   8,336 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 BBG001SCYWS2 832,114 7,682 SH   SOLE   7,682 0 0
SM ENERGY CO COM 78454L100 BBG001S6W0J7 3,116,024 62,508 SH   SOLE   62,508 0 0
SNAP ON INC COM 833034101 BBG001S5W688 258,896 874 SH   SOLE   874 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 BBG0084BC0P2 2,351,283 33,126 SH   SOLE   33,126 0 0
SONY GROUP CORP SPONSORED ADR 835699307 BBG001S5W6H8 1,854,128 21,625 SH   SOLE   21,625 0 0
SPRINGWORKS THERAPEUTICS INC COM 85205L107 BBG00Q011TX8 1,372,943 27,894 SH   SOLE   27,894 0 0
STARBUCKS CORP COM 855244109 BBG001S72KH6 15,919,772 174,196 SH   SOLE   174,196 0 0
STATE STR CORP COM 857477103 BBG001S5RLD5 2,120,501 27,425 SH   SOLE   27,425 0 0
STEEL DYNAMICS INC COM 858119100 BBG001S98JK5 3,106,011 20,954 SH   SOLE   20,954 0 0
STIFEL FINL CORP COM 860630102 BBG001S5W081 453,855 5,806 SH   SOLE   5,806 0 0
STRUCTURE THERAPEUTICS INC SPONSORED ADS 86366E106 BBG01CBVHMQ6 732,477 17,090 SH   SOLE   17,090 0 0
SUPER MICRO COMPUTER INC COM 86800U104 BBG001SQGH95 12,026,427 11,907 SH   SOLE   11,907 0 0
SWEETGREEN INC COM CL A 87043Q108 BBG005NTTSQ8 1,175,323 46,529 SH   SOLE   46,529 0 0
SYLVAMO CORP COMMON STOCK 871332102 BBG0122M8040 374,515 6,066 SH   SOLE   6,066 0 0
TARGA RES CORP COM 87612G101 BBG001TC94B9 6,543,240 58,427 SH   SOLE   58,427 0 0
TD SYNNEX CORPORATION COM 87162W100 BBG001SFQWB2 2,335,176 20,647 SH   SOLE   20,647 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 BBG001SDK336 2,063,312 4,806 SH   SOLE   4,806 0 0
TELEFLEX INCORPORATED COM 879369106 BBG001S5WNP2 1,395,695 6,171 SH   SOLE   6,171 0 0
TELUS CORPORATION COM 87971M103 BBG001S60K53 161,173 10,067 SH   SOLE   10,067 0 0
TEXAS INSTRS INC COM 882508104 BBG001S5WYZ7 8,372,358 48,059 SH   SOLE   48,059 0 0
TFI INTL INC COM 87241L109 BBG001SCQG15 1,511,521 9,479 SH   SOLE   9,479 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 6,175,937 10,626 SH   SOLE   10,626 0 0
THOMSON REUTERS CORP. COM 884903808 BBG001S5WSW3 610,074 3,915 SH   SOLE   3,915 0 0
TIDEWATER INC NEW COM 88642R109 BBG00HBQ36G8 1,473,012 16,011 SH   SOLE   16,011 0 0
TJX COS INC NEW COM 872540109 BBG001S5WQ93 1,406,493 13,868 SH   SOLE   13,868 0 0
T-MOBILE US INC COM 872590104 BBG001SKR9Y6 13,103,138 80,279 SH   SOLE   80,279 0 0
TOPBUILD CORP COM 89055F103 BBG0077VS2G6 461,004 1,046 SH   SOLE   1,046 0 0
TORO CO COM 891092108 BBG001S5WX98 501,583 5,474 SH   SOLE   5,474 0 0
TORONTO DOMINION BK ONT COM NEW 891160509 BBG001S60L15 4,024,931 66,660 SH   SOLE   66,660 0 0
TPG INC COM CL A 872657101 BBG0145FSQD9 1,249,544 27,954 SH   SOLE   27,954 0 0
TYLER TECHNOLOGIES INC COM 902252105 BBG001S5WZB0 308,132 725 SH   SOLE   725 0 0
UBER TECHNOLOGIES INC COM 90353T100 BBG002B04MW4 19,834,626 257,626 SH   SOLE   257,626 0 0
UFP INDUSTRIES INC COM 90278Q108 BBG001S7GZG9 591,309 4,807 SH   SOLE   4,807 0 0
ULTA BEAUTY INC COM 90384S303 BBG00FWQ4W44 246,276 471 SH   SOLE   471 0 0
UNION PAC CORP COM 907818108 BBG001S5X2M0 818,947 3,330 SH   SOLE   3,330 0 0
UNITED PARCEL SERVICE INC CL B 911312106 BBG001SDGSH1 4,173,233 28,078 SH   SOLE   28,078 0 0
UNITED RENTALS INC COM 911363109 BBG001SBGZ25 356,949 495 SH   SOLE   495 0 0
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 20,507,789 41,455 SH   SOLE   41,455 0 0
UNUM GROUP COM 91529Y106 BBG001S5X2J4 1,059,302 19,741 SH   SOLE   19,741 0 0
VAIL RESORTS INC COM 91879Q109 BBG001S5TFD6 2,379,602 10,679 SH   SOLE   10,679 0 0
VALERO ENERGY CORP COM 91913Y100 BBG001S5X8K9 13,620,721 79,798 SH   SOLE   79,798 0 0
VALMONT INDS INC COM 920253101 BBG001S5X650 996,670 4,366 SH   SOLE   4,366 0 0
VENTAS INC COM 92276F100 BBG001S9T7M6 1,669,367 38,341 SH   SOLE   38,341 0 0
VERA THERAPEUTICS INC CL A 92337R101 BBG00Q72WYH2 692,421 16,058 SH   SOLE   16,058 0 0
VERICEL CORP COM 92346J108 BBG001S6X9M3 589,803 11,338 SH   SOLE   11,338 0 0
VERISIGN INC COM 92343E102 BBG001S7BCF6 3,464,243 18,280 SH   SOLE   18,280 0 0
VERISK ANALYTICS INC COM 92345Y106 BBG001SBRX64 5,509,953 23,374 SH   SOLE   23,374 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 BBG001S68LJ8 2,024,840 4,844 SH   SOLE   4,844 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 BBG00L2B8LM7 6,923,901 84,779 SH   SOLE   84,779 0 0
VICI PPTYS INC COM 925652109 BBG00HVVB4B6 3,766,409 126,432 SH   SOLE   126,432 0 0
VIKING THERAPEUTICS INC COM 92686J106 BBG006LGV887 6,060,702 73,911 SH   SOLE   73,911 0 0
VIPER ENERGY INC CL A 927959106 BBG006G57XH9 857,235 22,289 SH   SOLE   22,289 0 0
VISA INC COM CL A 92826C839 BBG001SRCFY3 3,117,882 11,172 SH   SOLE   11,172 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 BBG001S5XB04 350,202 15,441 SH   SOLE   15,441 0 0
VISTEON CORP COM NEW 92839U206 BBG001TCM086 698,133 5,936 SH   SOLE   5,936 0 0
VOYA FINANCIAL INC COM 929089100 BBG001S6QQP0 2,082,696 28,175 SH   SOLE   28,175 0 0
WEC ENERGY GROUP INC COM 92939U106 BBG001S5XDC7 2,983,748 36,334 SH   SOLE   36,334 0 0
WERNER ENTERPRISES INC COM 950755108 BBG001S5XDR1 467,953 11,962 SH   SOLE   11,962 0 0
WESTLAKE CORPORATION COM 960413102 BBG001SHVYF4 766,903 5,019 SH   SOLE   5,019 0 0
WEX INC COM 96208T104 BBG001SCJLG6 1,588,601 6,688 SH   SOLE   6,688 0 0
WHIRLPOOL CORP COM 963320106 BBG001S5XFS5 5,263,720 44,000 SH   SOLE   44,000 0 0
WINGSTOP INC COM 974155103 BBG008N298X9 4,187,952 11,430 SH   SOLE   11,430 0 0
WINNEBAGO INDS INC COM 974637100 BBG001S5XFG8 479,890 6,485 SH   SOLE   6,485 0 0
WORKIVA INC COM CL A 98139A105 BBG007BVZ8J7 464,534 5,478 SH   SOLE   5,478 0 0
WP CAREY INC COM 92936U109 BBG001S67MM3 2,026,535 35,906 SH   SOLE   35,906 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 BBG00HCY3Q76 890,223 11,599 SH   SOLE   11,599 0 0
YUM BRANDS INC COM 988498101 BBG001S7JQ30 6,457,346 46,573 SH   SOLE   46,573 0 0
ZIFF DAVIS INC COM 48123V102 BBG001SD21P6 459,499 7,289 SH   SOLE   7,289 0 0
ZOETIS INC CL A 98978V103 BBG0039320P7 8,164,213 48,249 SH   SOLE   48,249 0 0
ZSCALER INC COM 98980G102 BBG003338H61 8,551,809 44,395 SH   SOLE   44,395 0 0