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
10X GENOMICS INC CL A COM 88025U109   642,924 11,489 SH   SOLE   11,489 0 0
3M CO COM 88579Y101   1,160,760 10,618 SH   SOLE   10,618 0 0
ABBVIE INC COM 00287Y109   783,993 5,059 SH   SOLE   5,059 0 0
ACUITY BRANDS INC COM 00508Y102   782,041 3,818 SH   SOLE   3,818 0 0
AFFILIATED MANAGERS GROUP IN COM 008252108   575,547 3,801 SH   SOLE   3,801 0 0
AGCO CORP COM 001084102   1,082,127 8,913 SH   SOLE   8,913 0 0
AGILENT TECHNOLOGIES INC COM 00846U101   427,239 3,073 SH   SOLE   3,073 0 0
AIR LEASE CORP CL A 00912X302   425,439 10,144 SH   SOLE   10,144 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109   365,731 2,885 SH   SOLE   2,885 0 0
ALIGN TECHNOLOGY INC COM 016255101   441,962 1,613 SH   SOLE   1,613 0 0
ALLSTATE CORP COM 020002101   2,703,434 19,313 SH   SOLE   19,313 0 0
ALPHABET INC CAP STK CL C 02079K107   368,814 2,617 SH   SOLE   2,617 0 0
AMAZON COM INC COM 023135106   1,385,541 9,119 SH   SOLE   9,119 0 0
AMDOCS LTD SHS G02602103   264,197 3,006 SH   SOLE   3,006 0 0
AMERICAN EXPRESS CO COM 025816109   1,127,974 6,021 SH   SOLE   6,021 0 0
AMERICAN HOMES 4 RENT CL A 02665T306   2,123,762 59,059 SH   SOLE   59,059 0 0
AMERICAN INTL GROUP INC COM NEW 026874784   372,490 5,498 SH   SOLE   5,498 0 0
AMERICOLD REALTY TRUST INC COM 03064D108   1,185,313 39,158 SH   SOLE   39,158 0 0
AON PLC SHS CL A G0403H108   1,524,072 5,237 SH   SOLE   5,237 0 0
APARTMENT INCOME REIT CORP COM 03750L109   763,609 21,987 SH   SOLE   21,987 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   1,405,771 15,085 SH   SOLE   15,085 0 0
APPLIED MATLS INC COM 038222105   292,374 1,804 SH   SOLE   1,804 0 0
APPLOVIN CORP COM CL A 03831W108   1,036,658 26,014 SH   SOLE   26,014 0 0
ARAMARK COM 03852U106   344,141 12,247 SH   SOLE   12,247 0 0
ARROW ELECTRS INC COM 042735100   1,258,686 10,296 SH   SOLE   10,296 0 0
ASSURANT INC COM 04621X108   1,192,404 7,077 SH   SOLE   7,077 0 0
ASSURED GUARANTY LTD COM G0585R106   357,687 4,780 SH   SOLE   4,780 0 0
AT&T INC COM 00206R102   440,626 26,259 SH   SOLE   26,259 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   1,849,782 7,940 SH   SOLE   7,940 0 0
AVANTOR INC COM 05352A100   1,217,067 53,310 SH   SOLE   53,310 0 0
AVNET INC COM 053807103   477,490 9,474 SH   SOLE   9,474 0 0
AZEK CO INC CL A 05478C105   1,134,227 29,653 SH   SOLE   29,653 0 0
AZENTA INC COM 114340102   318,925 4,896 SH   SOLE   4,896 0 0
BATH & BODY WORKS INC COM 070830104   1,778,235 41,201 SH   SOLE   41,201 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   1,793,286 5,028 SH   SOLE   5,028 0 0
BIO RAD LABS INC CL A 090572207   1,590,233 4,925 SH   SOLE   4,925 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101   611,496 6,342 SH   SOLE   6,342 0 0
BLOCK H & R INC COM 093671105   459,902 9,508 SH   SOLE   9,508 0 0
BLOCK INC CL A 852234103   2,134,937 27,601 SH   SOLE   27,601 0 0
BOOKING HOLDINGS INC COM 09857L108   592,386 167 SH   SOLE   167 0 0
BOSTON BEER INC CL A 100557107   391,208 1,132 SH   SOLE   1,132 0 0
BRIGHTHOUSE FINL INC COM 10922N103   308,629 5,832 SH   SOLE   5,832 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   1,394,554 27,179 SH   SOLE   27,179 0 0
BRIXMOR PPTY GROUP INC COM 11120U105   559,457 24,042 SH   SOLE   24,042 0 0
BROADCOM INC COM 11135F101   1,389,731 1,245 SH   SOLE   1,245 0 0
BROWN FORMAN CORP CL B 115637209   788,608 13,811 SH   SOLE   13,811 0 0
BRUKER CORP COM 116794108   508,776 6,924 SH   SOLE   6,924 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209   340,031 3,936 SH   SOLE   3,936 0 0
CACI INTL INC CL A 127190304   530,483 1,638 SH   SOLE   1,638 0 0
CAMDEN PPTY TR SH BEN INT 133131102   225,587 2,272 SH   SOLE   2,272 0 0
CARLISLE COS INC COM 142339100   1,140,682 3,651 SH   SOLE   3,651 0 0
CARRIER GLOBAL CORPORATION COM 14448C104   1,076,383 18,736 SH   SOLE   18,736 0 0
CARTERS INC COM 146229109   299,560 4,000 SH   SOLE   4,000 0 0
CASEYS GEN STORES INC COM 147528103   742,897 2,704 SH   SOLE   2,704 0 0
CATALENT INC COM 148806102   681,633 15,171 SH   SOLE   15,171 0 0
CATERPILLAR INC COM 149123101   1,277,886 4,322 SH   SOLE   4,322 0 0
CBOE GLOBAL MKTS INC COM 12503M108   638,352 3,575 SH   SOLE   3,575 0 0
CIENA CORP COM NEW 171779309   1,616,624 35,917 SH   SOLE   35,917 0 0
CINCINNATI FINL CORP COM 172062101   981,111 9,483 SH   SOLE   9,483 0 0
CITIGROUP INC COM NEW 172967424   612,393 11,905 SH   SOLE   11,905 0 0
CME GROUP INC COM 12572Q105   273,991 1,301 SH   SOLE   1,301 0 0
COGNEX CORP COM 192422103   703,361 16,851 SH   SOLE   16,851 0 0
COHERENT CORP COM 19247G107   391,204 8,987 SH   SOLE   8,987 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   1,033,954 5,945 SH   SOLE   5,945 0 0
COLUMBIA BKG SYS INC COM 197236102   229,955 8,619 SH   SOLE   8,619 0 0
CONAGRA BRANDS INC COM 205887102   556,434 19,415 SH   SOLE   19,415 0 0
CONSTELLATION BRANDS INC CL A 21036P108   1,383,777 5,724 SH   SOLE   5,724 0 0
CORE & MAIN INC CL A 21874C102   721,723 17,860 SH   SOLE   17,860 0 0
COUPANG INC CL A 22266T109   718,577 44,384 SH   SOLE   44,384 0 0
COUSINS PPTYS INC COM NEW 222795502   588,661 24,175 SH   SOLE   24,175 0 0
CROWN CASTLE INC COM 22822V101   655,777 5,693 SH   SOLE   5,693 0 0
CSX CORP COM 126408103   842,793 24,309 SH   SOLE   24,309 0 0
CUBESMART COM 229663109   1,369,550 29,548 SH   SOLE   29,548 0 0
CUMMINS INC COM 231021106   2,687,017 11,216 SH   SOLE   11,216 0 0
D R HORTON INC COM 23331A109   1,900,966 12,508 SH   SOLE   12,508 0 0
DEERE & CO COM 244199105   2,709,519 6,776 SH   SOLE   6,776 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   542,944 13,496 SH   SOLE   13,496 0 0
DISNEY WALT CO COM 254687106   532,711 5,900 SH   SOLE   5,900 0 0
DOMINOS PIZZA INC COM 25754A201   491,378 1,192 SH   SOLE   1,192 0 0
DONALDSON INC COM 257651109   495,418 7,581 SH   SOLE   7,581 0 0
DOORDASH INC CL A 25809K105   516,107 5,219 SH   SOLE   5,219 0 0
DOXIMITY INC CL A 26622P107   592,373 21,126 SH   SOLE   21,126 0 0
DXC TECHNOLOGY CO COM 23355L106   308,539 13,491 SH   SOLE   13,491 0 0
ELEVANCE HEALTH INC COM 036752103   2,235,194 4,740 SH   SOLE   4,740 0 0
ELI LILLY & CO COM 532457108   401,632 689 SH   SOLE   689 0 0
EMCOR GROUP INC COM 29084Q100   1,054,530 4,895 SH   SOLE   4,895 0 0
ENVISTA HOLDINGS CORPORATION COM 29415F104   1,019,735 42,383 SH   SOLE   42,383 0 0
EPAM SYS INC COM 29414B104   411,221 1,383 SH   SOLE   1,383 0 0
EPR PPTYS COM SH BEN INT 26884U109   472,484 9,752 SH   SOLE   9,752 0 0
EQUINIX INC COM 29444U700   1,358,693 1,687 SH   SOLE   1,687 0 0
EQUITABLE HLDGS INC COM 29452E101   976,156 29,314 SH   SOLE   29,314 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108   480,589 6,813 SH   SOLE   6,813 0 0
EURONET WORLDWIDE INC COM 298736109   566,213 5,579 SH   SOLE   5,579 0 0
EVEREST GROUP LTD COM G3223R108   754,540 2,134 SH   SOLE   2,134 0 0
EXELIXIS INC COM 30161Q104   205,091 8,549 SH   SOLE   8,549 0 0
EXPEDIA GROUP INC COM NEW 30212P303   493,773 3,253 SH   SOLE   3,253 0 0
EXPEDITORS INTL WASH INC COM 302130109   900,449 7,079 SH   SOLE   7,079 0 0
FEDERAL RLTY INVT TR NEW SH BEN INT NEW 313745101   958,571 9,302 SH   SOLE   9,302 0 0
FEDEX CORP COM 31428X106   2,840,347 11,228 SH   SOLE   11,228 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303   1,334,581 26,158 SH   SOLE   26,158 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   1,076,875 17,927 SH   SOLE   17,927 0 0
FIRST AMERN FINL CORP COM 31847R102   506,112 7,854 SH   SOLE   7,854 0 0
FIRST HORIZON CORPORATION COM 320517105   1,019,152 71,974 SH   SOLE   71,974 0 0
FIRST INDL RLTY TR INC COM 32054K103   980,189 18,610 SH   SOLE   18,610 0 0
FIRST SOLAR INC COM 336433107   540,959 3,140 SH   SOLE   3,140 0 0
FIVE BELOW INC COM 33829M101   2,268,449 10,642 SH   SOLE   10,642 0 0
FIVE9 INC COM 338307101   965,762 12,273 SH   SOLE   12,273 0 0
FLOWSERVE CORP COM 34354P105   464,220 11,262 SH   SOLE   11,262 0 0
FORTIVE CORP COM 34959J108   1,003,945 13,635 SH   SOLE   13,635 0 0
FORTUNE BRANDS INNOVATIONS I COM 34964C106   1,445,061 18,979 SH   SOLE   18,979 0 0
FOX CORP CL A COM 35137L105   213,179 7,185 SH   SOLE   7,185 0 0
FOX CORP CL B COM 35137L204   1,085,981 39,276 SH   SOLE   39,276 0 0
GAP INC COM 364760108   1,582,532 75,683 SH   SOLE   75,683 0 0
GARMIN LTD SHS H2906T109   1,061,612 8,259 SH   SOLE   8,259 0 0
GENERAL ELECTRIC CO COM NEW 369604301   2,673,083 20,944 SH   SOLE   20,944 0 0
GENERAL MLS INC COM 370334104   1,218,900 18,712 SH   SOLE   18,712 0 0
GENERAL MTRS CO COM 37045V100   1,399,659 38,966 SH   SOLE   38,966 0 0
GENPACT LIMITED SHS G3922B107   664,801 19,153 SH   SOLE   19,153 0 0
GODADDY INC CL A 380237107   2,328,089 21,930 SH   SOLE   21,930 0 0
GRACO INC COM 384109104   655,819 7,559 SH   SOLE   7,559 0 0
GRAND CANYON ED INC COM 38526M106   461,084 3,492 SH   SOLE   3,492 0 0
GROCERY OUTLET HLDG CORP COM 39874R101   596,166 22,113 SH   SOLE   22,113 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101   417,784 6,831 SH   SOLE   6,831 0 0
HANOVER INS GROUP INC COM 410867105   288,858 2,379 SH   SOLE   2,379 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103   848,291 42,843 SH   SOLE   42,843 0 0
HENRY JACK & ASSOC INC COM 426281101   402,642 2,464 SH   SOLE   2,464 0 0
HERSHEY CO COM 427866108   792,184 4,249 SH   SOLE   4,249 0 0
HP INC COM 40434L105   1,037,082 34,466 SH   SOLE   34,466 0 0
HUBBELL INC COM 443510607   928,240 2,822 SH   SOLE   2,822 0 0
HUMANA INC COM 444859102   2,807,749 6,133 SH   SOLE   6,133 0 0
IDEXX LABS INC COM 45168D104   726,560 1,309 SH   SOLE   1,309 0 0
INSULET CORP COM 45784P101   1,509,964 6,959 SH   SOLE   6,959 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107   1,910,182 23,042 SH   SOLE   23,042 0 0
INVESCO LTD SHS G491BT108   902,543 50,591 SH   SOLE   50,591 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102   460,128 11,179 SH   SOLE   11,179 0 0
JABIL INC COM 466313103   1,145,963 8,995 SH   SOLE   8,995 0 0
JANUS HENDERSON GROUP PLC ORD SHS G4474Y214   381,066 12,639 SH   SOLE   12,639 0 0
JOHNSON CTLS INTL PLC SHS G51502105   930,367 16,141 SH   SOLE   16,141 0 0
JPMORGAN CHASE & CO COM 46625H100   288,660 1,697 SH   SOLE   1,697 0 0
KBR INC COM 48242W106   729,417 13,164 SH   SOLE   13,164 0 0
KENVUE INC COM 49177J102   776,415 36,062 SH   SOLE   36,062 0 0
KIMBERLY-CLARK CORP COM 494368103   2,471,635 20,341 SH   SOLE   20,341 0 0
KINSALE CAP GROUP INC COM 49714P108   872,775 2,606 SH   SOLE   2,606 0 0
KLA CORP COM NEW 482480100   2,798,960 4,815 SH   SOLE   4,815 0 0
LAM RESEARCH CORP COM 512807108   1,187,422 1,516 SH   SOLE   1,516 0 0
LAS VEGAS SANDS CORP COM 517834107   506,371 10,290 SH   SOLE   10,290 0 0
LEAR CORP COM NEW 521865204   293,858 2,081 SH   SOLE   2,081 0 0
LEGGETT & PLATT INC COM 524660107   505,055 19,299 SH   SOLE   19,299 0 0
LEIDOS HOLDINGS INC COM 525327102   556,029 5,137 SH   SOLE   5,137 0 0
LENNAR CORP CL A 526057104   245,320 1,646 SH   SOLE   1,646 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   226,447 3,587 SH   SOLE   3,587 0 0
LINCOLN NATL CORP IND COM 534187109   873,262 32,379 SH   SOLE   32,379 0 0
LITTELFUSE INC COM 537008104   319,467 1,194 SH   SOLE   1,194 0 0
LOEWS CORP COM 540424108   402,926 5,790 SH   SOLE   5,790 0 0
LPL FINL HLDGS INC COM 50212V100   1,337,723 5,877 SH   SOLE   5,877 0 0
LYFT INC CL A COM 55087P104   1,350,524 90,095 SH   SOLE   90,095 0 0
MANHATTAN ASSOCIATES INC COM 562750109   291,328 1,353 SH   SOLE   1,353 0 0
MANPOWERGROUP INC WIS COM 56418H100   325,827 4,100 SH   SOLE   4,100 0 0
MASTEC INC COM 576323109   1,077,496 14,230 SH   SOLE   14,230 0 0
MATCH GROUP INC NEW COM 57667L107   2,273,512 62,288 SH   SOLE   62,288 0 0
MCKESSON CORP COM 58155Q103   1,413,941 3,054 SH   SOLE   3,054 0 0
MERCK & CO INC COM 58933Y105   331,639 3,042 SH   SOLE   3,042 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105   2,480,503 2,045 SH   SOLE   2,045 0 0
MICRON TECHNOLOGY INC COM 595112103   2,468,972 28,931 SH   SOLE   28,931 0 0
MICROSOFT CORP COM 594918104   703,947 1,872 SH   SOLE   1,872 0 0
MOLINA HEALTHCARE INC COM 60855R100   2,360,800 6,534 SH   SOLE   6,534 0 0
MONOLITHIC PWR SYS INC COM 609839105   2,220,976 3,521 SH   SOLE   3,521 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109   636,245 11,044 SH   SOLE   11,044 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307   621,484 1,985 SH   SOLE   1,985 0 0
NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106   488,268 11,774 SH   SOLE   11,774 0 0
NETAPP INC COM 64110D104   586,264 6,650 SH   SOLE   6,650 0 0
NETFLIX INC COM 64110L106   563,320 1,157 SH   SOLE   1,157 0 0
NEW YORK TIMES CO CL A 650111107   762,676 15,568 SH   SOLE   15,568 0 0
NEWELL BRANDS INC COM 651229106   508,908 58,630 SH   SOLE   58,630 0 0
NEXSTAR MEDIA GROUP INC COMMON STOCK 65336K103   618,222 3,944 SH   SOLE   3,944 0 0
NIKE INC CL B 654106103   2,288,330 21,077 SH   SOLE   21,077 0 0
NUTANIX INC CL A 67059N108   445,091 9,333 SH   SOLE   9,333 0 0
NVIDIA CORPORATION COM 67066G104   2,181,939 4,406 SH   SOLE   4,406 0 0
NVR INC COM 62944T105   980,063 140 SH   SOLE   140 0 0
OKTA INC CL A 679295105   1,616,594 17,857 SH   SOLE   17,857 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100   1,114,252 2,749 SH   SOLE   2,749 0 0
OLD REP INTL CORP COM 680223104   514,382 17,496 SH   SOLE   17,496 0 0
ONEMAIN HLDGS INC COM 68268W103   473,353 9,621 SH   SOLE   9,621 0 0
ORACLE CORP COM 68389X105   2,016,454 19,126 SH   SOLE   19,126 0 0
ORGANON & CO COMMON STOCK 68622V106   299,547 20,773 SH   SOLE   20,773 0 0
OWENS CORNING NEW COM 690742101   1,790,915 12,082 SH   SOLE   12,082 0 0
PAYCOM SOFTWARE INC COM 70432V102   2,028,130 9,811 SH   SOLE   9,811 0 0
PAYPAL HLDGS INC COM 70450Y103   912,061 14,852 SH   SOLE   14,852 0 0
PENUMBRA INC COM 70975L107   312,664 1,243 SH   SOLE   1,243 0 0
PFIZER INC COM 717081103   1,323,476 45,970 SH   SOLE   45,970 0 0
PINTEREST INC CL A 72352L106   1,682,505 45,424 SH   SOLE   45,424 0 0
POST HLDGS INC COM 737446104   237,674 2,699 SH   SOLE   2,699 0 0
PRIMERICA INC COM 74164M108   304,731 1,481 SH   SOLE   1,481 0 0
PRINCIPAL FINANCIAL GROUP IN COM 74251V102   1,206,168 15,332 SH   SOLE   15,332 0 0
PTC INC COM 69370C100   2,385,580 13,635 SH   SOLE   13,635 0 0
PUBLIC STORAGE COM 74460D109   1,208,105 3,961 SH   SOLE   3,961 0 0
PULTE GROUP INC COM 745867101   703,341 6,814 SH   SOLE   6,814 0 0
PVH CORPORATION COM 693656100   1,894,570 15,514 SH   SOLE   15,514 0 0
QORVO INC COM 74736K101   459,111 4,077 SH   SOLE   4,077 0 0
QUALCOMM INC COM 747525103   2,835,616 19,606 SH   SOLE   19,606 0 0
QUANTUMSCAPE CORP COM CL A 74767V109   347,278 49,968 SH   SOLE   49,968 0 0
QUEST DIAGNOSTICS INC COM 74834L100   985,153 7,145 SH   SOLE   7,145 0 0
R1 RCM INC COM 77634L105   423,561 40,072 SH   SOLE   40,072 0 0
RALPH LAUREN CORP CL A 751212101   1,049,055 7,275 SH   SOLE   7,275 0 0
REGENCY CTRS CORP COM 758849103   1,272,464 18,992 SH   SOLE   18,992 0 0
REGENERON PHARMACEUTICALS COM 75886F107   245,043 279 SH   SOLE   279 0 0
REINSURANCE GRP OF AMERICA I COM NEW 759351604   809,547 5,004 SH   SOLE   5,004 0 0
REPLIGEN CORP COM 759916109   240,932 1,340 SH   SOLE   1,340 0 0
REPUBLIC SVCS INC COM 760759100   704,990 4,275 SH   SOLE   4,275 0 0
RH COM 74967X103   634,843 2,178 SH   SOLE   2,178 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103   284,992 12,148 SH   SOLE   12,148 0 0
RLI CORP COM 749607107   330,404 2,482 SH   SOLE   2,482 0 0
ROBINHOOD MKTS INC COM CL A 770700102   1,716,690 134,748 SH   SOLE   134,748 0 0
ROSS STORES INC COM 778296103   2,012,329 14,541 SH   SOLE   14,541 0 0
ROYAL CARIBBEAN GROUP COM V7780T103   557,584 4,306 SH   SOLE   4,306 0 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104   564,412 20,093 SH   SOLE   20,093 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104   2,121,863 8,364 SH   SOLE   8,364 0 0
SCIENCE APPLICATIONS INTL CO COM 808625107   858,554 6,906 SH   SOLE   6,906 0 0
SEI INVTS CO COM 784117103   597,243 9,398 SH   SOLE   9,398 0 0
SHOCKWAVE MED INC COM 82489T104   1,437,585 7,544 SH   SOLE   7,544 0 0
SIRIUS XM HOLDINGS INC COM 82968B103   941,283 172,081 SH   SOLE   172,081 0 0
SKECHERS U S A INC CL A 830566105   1,797,948 28,841 SH   SOLE   28,841 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   1,133,306 10,081 SH   SOLE   10,081 0 0
SMARTSHEET INC COM CL A 83200N103   1,286,836 26,910 SH   SOLE   26,910 0 0
SMITH A O CORP COM 831865209   1,258,282 15,263 SH   SOLE   15,263 0 0
SMUCKER J M CO COM NEW 832696405   377,118 2,984 SH   SOLE   2,984 0 0
SNOWFLAKE INC CL A 833445109   868,038 4,362 SH   SOLE   4,362 0 0
SOFI TECHNOLOGIES INC COM 83406F102   872,068 87,645 SH   SOLE   87,645 0 0
SPIRIT RLTY CAP INC NEW COM NEW 84860W300   633,374 14,497 SH   SOLE   14,497 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   602,064 3,204 SH   SOLE   3,204 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100   1,150,579 18,828 SH   SOLE   18,828 0 0
STAG INDL INC COM 85254J102   798,038 20,327 SH   SOLE   20,327 0 0
STANLEY BLACK & DECKER INC COM 854502101   1,979,069 20,174 SH   SOLE   20,174 0 0
STARBUCKS CORP COM 855244109   558,202 5,814 SH   SOLE   5,814 0 0
STATE STR CORP COM 857477103   2,769,272 35,751 SH   SOLE   35,751 0 0
STIFEL FINL CORP COM 860630102   606,999 8,778 SH   SOLE   8,778 0 0
SYNOPSYS INC COM 871607107   771,850 1,499 SH   SOLE   1,499 0 0
SYSCO CORP COM 871829107   1,094,683 14,969 SH   SOLE   14,969 0 0
TANDEM DIABETES CARE INC COM NEW 875372203   525,222 17,756 SH   SOLE   17,756 0 0
TAPESTRY INC COM 876030107   1,106,509 30,060 SH   SOLE   30,060 0 0
TARGET CORP COM 87612E106   1,230,509 8,640 SH   SOLE   8,640 0 0
TD SYNNEX CORPORATION COM 87162W100   467,458 4,344 SH   SOLE   4,344 0 0
TELADOC HEALTH INC COM 87918A105   1,529,597 70,979 SH   SOLE   70,979 0 0
TERADATA CORP DEL COM 88076W103   494,926 11,375 SH   SOLE   11,375 0 0
TETRA TECH INC NEW COM 88162G103   693,928 4,157 SH   SOLE   4,157 0 0
THE CIGNA GROUP COM 125523100   643,219 2,148 SH   SOLE   2,148 0 0
TJX COS INC NEW COM 872540109   209,759 2,236 SH   SOLE   2,236 0 0
TKO GROUP HOLDINGS INC CL A 87256C101   392,155 4,807 SH   SOLE   4,807 0 0
TOAST INC CL A 888787108   964,986 52,847 SH   SOLE   52,847 0 0
TRADEWEB MKTS INC CL A 892672106   2,035,258 22,395 SH   SOLE   22,395 0 0
TRANSUNION COM 89400J107   1,006,395 14,647 SH   SOLE   14,647 0 0
TRUIST FINL CORP COM 89832Q109   313,857 8,501 SH   SOLE   8,501 0 0
TWILIO INC CL A 90138F102   2,295,978 30,262 SH   SOLE   30,262 0 0
TYSON FOODS INC CL A 902494103   631,186 11,743 SH   SOLE   11,743 0 0
UBER TECHNOLOGIES INC COM 90353T100   1,192,057 19,361 SH   SOLE   19,361 0 0
UIPATH INC CL A 90364P105   1,661,374 66,883 SH   SOLE   66,883 0 0
ULTA BEAUTY INC COM 90384S303   618,367 1,262 SH   SOLE   1,262 0 0
UNITED AIRLS HLDGS INC COM 910047109   550,945 13,353 SH   SOLE   13,353 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102   312,464 1,421 SH   SOLE   1,421 0 0
US FOODS HLDG CORP COM 912008109   380,672 8,383 SH   SOLE   8,383 0 0
VAIL RESORTS INC COM 91879Q109   321,059 1,504 SH   SOLE   1,504 0 0
VEEVA SYS INC CL A COM 922475108   2,667,750 13,857 SH   SOLE   13,857 0 0
VERISIGN INC COM 92343E102   1,772,492 8,606 SH   SOLE   8,606 0 0
VESTIS CORPORATION COM SHS 29430C102   349,761 16,545 SH   SOLE   16,545 0 0
VICI PPTYS INC COM 925652109   1,532,344 48,066 SH   SOLE   48,066 0 0
VIRTU FINL INC CL A 928254101   310,971 15,349 SH   SOLE   15,349 0 0
VONTIER CORPORATION COM 928881101   494,514 14,313 SH   SOLE   14,313 0 0
VOYA FINANCIAL INC COM 929089100   212,897 2,918 SH   SOLE   2,918 0 0
WABTEC COM 929740108   1,850,202 14,580 SH   SOLE   14,580 0 0
WALMART INC COM 931142103   2,780,000 17,634 SH   SOLE   17,634 0 0
WEBSTER FINL CORP COM 947890109   502,778 9,905 SH   SOLE   9,905 0 0
WESCO INTL INC COM 95082P105   782,286 4,499 SH   SOLE   4,499 0 0
WHIRLPOOL CORP COM 963320106   224,057 1,840 SH   SOLE   1,840 0 0
WORKDAY INC CL A 98138H101   765,238 2,772 SH   SOLE   2,772 0 0
WP CAREY INC COM 92936U109   1,067,032 16,464 SH   SOLE   16,464 0 0
WYNN RESORTS LTD COM 983134107   572,900 6,288 SH   SOLE   6,288 0 0
YETI HLDGS INC COM 98585X104   584,907 11,296 SH   SOLE   11,296 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102   969,827 7,969 SH   SOLE   7,969 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101   2,586,459 35,968 SH   SOLE   35,968 0 0