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   231,139 16,096 SH   SOLE   16,096 0 0
3M CO COM 88579Y101   1,181,174 9,150 SH   SOLE   9,150 0 0
ABBVIE INC COM 00287Y109   250,024 1,407 SH   SOLE   1,407 0 0
ACUITY BRANDS INC COM 00508Y102   584,552 2,001 SH   SOLE   2,001 0 0
ADVANCE AUTO PARTS INC COM 00751Y106   269,080 5,690 SH   SOLE   5,690 0 0
AGILENT TECHNOLOGIES INC COM 00846U101   899,944 6,699 SH   SOLE   6,699 0 0
AIRBNB INC COM CL A 009066101   1,195,962 9,101 SH   SOLE   9,101 0 0
ALPHABET INC CAP STK CL C 02079K107   2,506,190 13,160 SH   SOLE   13,160 0 0
AMERICAN AIRLS GROUP INC COM 02376R102   187,181 10,739 SH   SOLE   10,739 0 0
AMERIS BANCORP COM 03076K108   243,773 3,896 SH   SOLE   3,896 0 0
AMICUS THERAPEUTICS INC COM 03152W109   371,694 39,458 SH   SOLE   39,458 0 0
APPLE INC COM 037833100   7,556,424 30,175 SH   SOLE   30,175 0 0
ARCH CAP GROUP LTD ORD G0450A105   770,199 8,340 SH   SOLE   8,340 0 0
ARCUS BIOSCIENCES INC COM 03969F109   151,848 10,198 SH   SOLE   10,198 0 0
AXALTA COATING SYS LTD COM G0750C108   1,242,391 36,306 SH   SOLE   36,306 0 0
AXIS CAP HLDGS LTD SHS G0692U109   3,141,047 35,444 SH   SOLE   35,444 0 0
AZENTA INC COM 114340102   301,800 6,036 SH   SOLE   6,036 0 0
BALL CORP COM 058498106   983,905 17,847 SH   SOLE   17,847 0 0
BANK AMERICA CORP COM 060505104   1,381,876 31,442 SH   SOLE   31,442 0 0
BANK OZK LITTLE ROCK ARK COM 06417N103   1,491,666 33,498 SH   SOLE   33,498 0 0
BATH & BODY WORKS INC COM 070830104   336,330 8,675 SH   SOLE   8,675 0 0
BERKLEY W R CORP COM 084423102   226,531 3,871 SH   SOLE   3,871 0 0
BERRY GLOBAL GROUP INC COM 08579W103   803,654 12,427 SH   SOLE   12,427 0 0
BIOCRYST PHARMACEUTICALS INC COM 09058V103   360,012 47,874 SH   SOLE   47,874 0 0
BLOCK H & R INC COM 093671105   486,551 9,208 SH   SOLE   9,208 0 0
BLOOM ENERGY CORP COM CL A 093712107   215,659 9,710 SH   SOLE   9,710 0 0
BLUE OWL CAPITAL INC COM CL A 09581B103   672,889 28,929 SH   SOLE   28,929 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106   1,233,847 9,587 SH   SOLE   9,587 0 0
BRINKER INTL INC COM 109641100   1,088,482 8,228 SH   SOLE   8,228 0 0
BROWN FORMAN CORP CL B 115637209   1,348,366 35,502 SH   SOLE   35,502 0 0
BUNGE GLOBAL SA COM SHS H11356104   2,050,220 26,366 SH   SOLE   26,366 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   655,904 2,183 SH   SOLE   2,183 0 0
CALIFORNIA RES CORP COM STOCK 13057Q305   935,421 18,027 SH   SOLE   18,027 0 0
CAPITAL ONE FINL CORP COM 14040H105   251,788 1,412 SH   SOLE   1,412 0 0
CAPITOL FED FINL INC COM 14057J101   119,524 20,224 SH   SOLE   20,224 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107   1,778,496 84,449 SH   SOLE   84,449 0 0
CARMAX INC COM 143130102   1,404,637 17,180 SH   SOLE   17,180 0 0
CATALYST PHARMACEUTICALS INC COM 14888U101   436,538 20,917 SH   SOLE   20,917 0 0
CDW CORP COM 12514G108   294,650 1,693 SH   SOLE   1,693 0 0
CELANESE CORP DEL COM 150870103   473,673 6,844 SH   SOLE   6,844 0 0
CELSIUS HLDGS INC COM NEW 15118V207   1,237,453 46,980 SH   SOLE   46,980 0 0
CENTENE CORP DEL COM 15135B101   1,722,229 28,429 SH   SOLE   28,429 0 0
CF INDS HLDGS INC COM 125269100   414,655 4,860 SH   SOLE   4,860 0 0
CHAMPIONX CORPORATION COM 15872M104   277,392 10,202 SH   SOLE   10,202 0 0
CHARLES RIV LABS INTL INC COM 159864107   710,156 3,847 SH   SOLE   3,847 0 0
CHART INDS INC COM 16115Q308   1,684,354 8,826 SH   SOLE   8,826 0 0
CHENIERE ENERGY INC COM NEW 16411R208   367,213 1,709 SH   SOLE   1,709 0 0
CHUBB LIMITED COM H1467J104   6,942,590 25,127 SH   SOLE   25,127 0 0
CHURCHILL DOWNS INC COM 171484108   942,258 7,056 SH   SOLE   7,056 0 0
CIENA CORP COM NEW 171779309   2,979,630 35,133 SH   SOLE   35,133 0 0
CINCINNATI FINL CORP COM 172062101   241,847 1,683 SH   SOLE   1,683 0 0
CINEMARK HLDGS INC COM 17243V102   362,311 11,695 SH   SOLE   11,695 0 0
CINTAS CORP COM 172908105   4,947,333 27,079 SH   SOLE   27,079 0 0
CLEARWAY ENERGY INC CL C 18539C204   710,970 27,345 SH   SOLE   27,345 0 0
CLOROX CO DEL COM 189054109   2,231,676 13,741 SH   SOLE   13,741 0 0
CME GROUP INC COM 12572Q105   241,519 1,040 SH   SOLE   1,040 0 0
CNA FINL CORP COM 126117100   261,488 5,406 SH   SOLE   5,406 0 0
CNH INDL N V SHS N20944109   2,556,830 225,669 SH   SOLE   225,669 0 0
CNX RES CORP COM 12653C108   1,018,326 27,770 SH   SOLE   27,770 0 0
COGNEX CORP COM 192422103   826,179 23,039 SH   SOLE   23,039 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   568,855 2,291 SH   SOLE   2,291 0 0
COLGATE PALMOLIVE CO COM 194162103   787,008 8,657 SH   SOLE   8,657 0 0
COLUMBIA SPORTSWEAR CO COM 198516106   256,826 3,060 SH   SOLE   3,060 0 0
COMERICA INC COM 200340107   1,367,256 22,106 SH   SOLE   22,106 0 0
COMMERCIAL METALS CO COM 201723103   1,286,922 25,946 SH   SOLE   25,946 0 0
CONCENTRIX CORP COM 20602D101   1,149,251 26,560 SH   SOLE   26,560 0 0
CONOCOPHILLIPS COM 20825C104   7,745,177 78,100 SH   SOLE   78,100 0 0
CONSOLIDATED EDISON INC COM 209115104   1,341,038 15,029 SH   SOLE   15,029 0 0
CONSTELLATION ENERGY CORP COM 21037T109   607,373 2,715 SH   SOLE   2,715 0 0
COOPER COS INC COM 216648501   1,739,408 18,921 SH   SOLE   18,921 0 0
CORCEPT THERAPEUTICS INC COM 218352102   212,142 4,210 SH   SOLE   4,210 0 0
CRICUT INC COM CL A 22658D100   76,551 13,430 SH   SOLE   13,430 0 0
CROCS INC COM 227046109   550,060 5,022 SH   SOLE   5,022 0 0
CULLEN FROST BANKERS INC COM 229899109   1,380,224 10,281 SH   SOLE   10,281 0 0
CUSHMAN WAKEFIELD PLC SHS G2717B108   821,385 62,797 SH   SOLE   62,797 0 0
CUSTOMERS BANCORP INC COM 23204G100   345,531 7,098 SH   SOLE   7,098 0 0
CVS HEALTH CORP COM 126650100   480,503 10,704 SH   SOLE   10,704 0 0
CYTEK BIOSCIENCES INC COM 23285D109   74,856 11,534 SH   SOLE   11,534 0 0
CYTOKINETICS INC COM NEW 23282W605   446,316 9,488 SH   SOLE   9,488 0 0
D R HORTON INC COM 23331A109   4,321,976 30,911 SH   SOLE   30,911 0 0
DARDEN RESTAURANTS INC COM 237194105   204,986 1,098 SH   SOLE   1,098 0 0
DARLING INGREDIENTS INC COM 237266101   494,131 14,667 SH   SOLE   14,667 0 0
DATADOG INC CL A COM 23804L103   1,294,726 9,061 SH   SOLE   9,061 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   238,794 3,947 SH   SOLE   3,947 0 0
DEVON ENERGY CORP NEW COM 25179M103   802,049 24,505 SH   SOLE   24,505 0 0
DEXCOM INC COM 252131107   1,095,079 14,081 SH   SOLE   14,081 0 0
DINE BRANDS GLOBAL INC COM 254423106   228,820 7,602 SH   SOLE   7,602 0 0
DISCOVER FINL SVCS COM 254709108   1,483,542 8,564 SH   SOLE   8,564 0 0
DISNEY WALT CO COM 254687106   3,243,403 29,128 SH   SOLE   29,128 0 0
DNOW INC COM 67011P100   410,283 31,536 SH   SOLE   31,536 0 0
DOLBY LABORATORIES INC COM CL A 25659T107   588,015 7,529 SH   SOLE   7,529 0 0
DOLLAR GEN CORP NEW COM 256677105   4,208,465 55,506 SH   SOLE   55,506 0 0
DOLLAR TREE INC COM 256746108   2,886,839 38,522 SH   SOLE   38,522 0 0
DOMINION ENERGY INC COM 25746U109   921,437 17,108 SH   SOLE   17,108 0 0
DOMINOS PIZZA INC COM 25754A201   753,049 1,794 SH   SOLE   1,794 0 0
DOORDASH INC CL A 25809K105   466,680 2,782 SH   SOLE   2,782 0 0
DORIAN LPG LTD SHS USD Y2106R110   2,487,495 102,072 SH   SOLE   102,072 0 0
DOUBLEVERIFY HLDGS INC COM 25862V105   425,578 22,154 SH   SOLE   22,154 0 0
DOW INC COM 260557103   2,044,463 50,946 SH   SOLE   50,946 0 0
DOXIMITY INC CL A 26622P107   2,033,625 38,090 SH   SOLE   38,090 0 0
DTE ENERGY CO COM 233331107   2,609,649 21,612 SH   SOLE   21,612 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204   4,598,343 42,680 SH   SOLE   42,680 0 0
DUN & BRADSTREET HLDGS INC COM 26484T106   278,020 22,313 SH   SOLE   22,313 0 0
DXC TECHNOLOGY CO COM 23355L106   382,617 19,150 SH   SOLE   19,150 0 0
DYNATRACE INC COM NEW 268150109   882,100 16,230 SH   SOLE   16,230 0 0
DYNAVAX TECHNOLOGIES CORP COM NEW 268158201   276,470 21,650 SH   SOLE   21,650 0 0
EAST WEST BANCORP INC COM 27579R104   1,405,470 14,677 SH   SOLE   14,677 0 0
ECOLAB INC COM 278865100   1,070,842 4,570 SH   SOLE   4,570 0 0
EDITAS MEDICINE INC COM 28106W103   30,320 23,874 SH   SOLE   23,874 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   6,724,589 90,836 SH   SOLE   90,836 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103   1,208,796 99,818 SH   SOLE   99,818 0 0
ELASTIC N V ORD SHS N14506104   7,476,180 75,456 SH   SOLE   75,456 0 0
ELECTRONIC ARTS INC COM 285512109   2,037,813 13,929 SH   SOLE   13,929 0 0
ELEMENT SOLUTIONS INC COM 28618M106   264,752 10,411 SH   SOLE   10,411 0 0
ELI LILLY & CO COM 532457108   281,008 364 SH   SOLE   364 0 0
EMCOR GROUP INC COM 29084Q100   679,488 1,497 SH   SOLE   1,497 0 0
ENCOMPASS HEALTH CORP COM 29261A100   1,127,594 12,210 SH   SOLE   12,210 0 0
ENERGIZER HLDGS INC NEW COM 29272W109   462,467 13,255 SH   SOLE   13,255 0 0
ENOVA INTL INC COM 29357K103   382,369 3,988 SH   SOLE   3,988 0 0
ENPHASE ENERGY INC COM 29355A107   502,944 7,323 SH   SOLE   7,323 0 0
ENSIGN GROUP INC COM 29358P101   478,429 3,601 SH   SOLE   3,601 0 0
EOG RES INC COM 26875P101   2,564,741 20,923 SH   SOLE   20,923 0 0
EPAM SYS INC COM 29414B104   1,892,305 8,093 SH   SOLE   8,093 0 0
EQUIFAX INC COM 294429105   224,268 880 SH   SOLE   880 0 0
ESAB CORPORATION COM 29605J106   670,704 5,592 SH   SOLE   5,592 0 0
ETSY INC COM 29786A106   1,622,454 30,676 SH   SOLE   30,676 0 0
EVERCORE INC CLASS A 29977A105   269,983 974 SH   SOLE   974 0 0
EVEREST GROUP LTD COM G3223R108   16,711,943 46,107 SH   SOLE   46,107 0 0
EVGO INC CL A COM 30052F100   144,168 35,597 SH   SOLE   35,597 0 0
EXELIXIS INC COM 30161Q104   1,032,999 31,021 SH   SOLE   31,021 0 0
EXP WORLD HLDGS INC COM 30212W100   166,009 14,423 SH   SOLE   14,423 0 0
EXPAND ENERGY CORPORATION COM 165167735   205,372 2,063 SH   SOLE   2,063 0 0
EXPEDITORS INTL WASH INC COM 302130109   1,344,194 12,135 SH   SOLE   12,135 0 0
EXXON MOBIL CORP COM 30231G102   1,895,383 17,620 SH   SOLE   17,620 0 0
EZCORP INC CL A NON VTG 302301106   176,274 14,425 SH   SOLE   14,425 0 0
FASTENAL CO COM 311900104   265,995 3,699 SH   SOLE   3,699 0 0
FEDERAL SIGNAL CORP COM 313855108   702,534 7,604 SH   SOLE   7,604 0 0
FEDERATED HERMES INC CL B 314211103   243,166 5,915 SH   SOLE   5,915 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107   2,047,779 11,798 SH   SOLE   11,798 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   268,964 3,330 SH   SOLE   3,330 0 0
FIFTH THIRD BANCORP COM 316773100   596,233 14,102 SH   SOLE   14,102 0 0
FIRST BANCORP P R COM NEW 318672706   527,993 28,402 SH   SOLE   28,402 0 0
FIRST FINL BANKSHARES INC COM 32020R109   531,629 14,747 SH   SOLE   14,747 0 0
FIRST HORIZON CORPORATION COM 320517105   611,471 30,361 SH   SOLE   30,361 0 0
FIRSTENERGY CORP COM 337932107   1,569,838 39,463 SH   SOLE   39,463 0 0
FISERV INC COM 337738108   447,199 2,177 SH   SOLE   2,177 0 0
FIVE BELOW INC COM 33829M101   786,570 7,494 SH   SOLE   7,494 0 0
FLOWSERVE CORP COM 34354P105   2,461,396 42,792 SH   SOLE   42,792 0 0
FMC CORP COM NEW 302491303   1,070,344 22,019 SH   SOLE   22,019 0 0
FORTINET INC COM 34959E109   2,792,356 29,555 SH   SOLE   29,555 0 0
FORTUNE BRANDS INNOVATIONS I COM 34964C106   563,244 8,243 SH   SOLE   8,243 0 0
FOX CORP CL A COM 35137L105   2,247,942 46,273 SH   SOLE   46,273 0 0
FRANKLIN RESOURCES INC COM 354613101   430,513 21,218 SH   SOLE   21,218 0 0
FREEPORT-MCMORAN INC CL B 35671D857   1,496,316 39,294 SH   SOLE   39,294 0 0
FRESH DEL MONTE PRODUCE INC ORD G36738105   564,205 16,989 SH   SOLE   16,989 0 0
FRESHPET INC COM 358039105   210,909 1,424 SH   SOLE   1,424 0 0
FRESHWORKS INC CLASS A COM 358054104   872,388 53,951 SH   SOLE   53,951 0 0
FRONTIER GROUP HLDGS INC COM 35909R108   166,914 23,476 SH   SOLE   23,476 0 0
GANNETT CO INC COM 36472T109   182,494 36,066 SH   SOLE   36,066 0 0
GARTNER INC COM 366651107   1,282,877 2,648 SH   SOLE   2,648 0 0
GATES INDL CORP PLC ORD SHS G39108108   1,697,148 82,506 SH   SOLE   82,506 0 0
GE AEROSPACE COM NEW 369604301   348,424 2,089 SH   SOLE   2,089 0 0
GENCO SHIPPING & TRADING LTD SHS Y2685T131   1,540,649 110,520 SH   SOLE   110,520 0 0
GENERAL DYNAMICS CORP COM 369550108   3,771,596 14,314 SH   SOLE   14,314 0 0
GENPACT LIMITED SHS G3922B107   3,419,808 79,623 SH   SOLE   79,623 0 0
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108   2,625,491 61,186 SH   SOLE   61,186 0 0
GLOBANT S A COM L44385109   8,649,917 40,341 SH   SOLE   40,341 0 0
GLOBUS MED INC CL A 379577208   720,570 8,712 SH   SOLE   8,712 0 0
GOGO INC COM 38046C109   109,717 13,562 SH   SOLE   13,562 0 0
GOLAR LNG LTD SHS G9456A100   2,651,560 62,655 SH   SOLE   62,655 0 0
GOLDEN OCEAN GROUP LTD SHS NEW G39637205   657,601 73,393 SH   SOLE   73,393 0 0
GOODYEAR TIRE & RUBR CO COM 382550101   98,091 10,899 SH   SOLE   10,899 0 0
GRAINGER W W INC COM 384802104   1,349,184 1,280 SH   SOLE   1,280 0 0
GRANITE CONSTR INC COM 387328107   566,694 6,461 SH   SOLE   6,461 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101   657,381 24,204 SH   SOLE   24,204 0 0
GRAY TELEVISION INC COM 389375106   33,267 10,561 SH   SOLE   10,561 0 0
GREENBRIER COS INC COM 393657101   247,192 4,053 SH   SOLE   4,053 0 0
GRIFFON CORP COM 398433102   302,256 4,241 SH   SOLE   4,241 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100   1,419,612 8,421 SH   SOLE   8,421 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101   302,412 6,952 SH   SOLE   6,952 0 0
HAIN CELESTIAL GROUP INC COM 405217100   283,361 46,075 SH   SOLE   46,075 0 0
HANCOCK WHITNEY CORPORATION COM 410120109   813,577 14,868 SH   SOLE   14,868 0 0
HARLEY DAVIDSON INC COM 412822108   1,732,505 57,501 SH   SOLE   57,501 0 0
HARMONIC INC COM 413160102   312,374 23,611 SH   SOLE   23,611 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104   233,788 2,137 SH   SOLE   2,137 0 0
HASBRO INC COM 418056107   3,326,813 59,503 SH   SOLE   59,503 0 0
HAYWARD HLDGS INC COM 421298100   1,215,555 79,500 SH   SOLE   79,500 0 0
HCA HEALTHCARE INC COM 40412C101   1,820,710 6,066 SH   SOLE   6,066 0 0
HEICO CORP NEW COM 422806109   1,869,112 7,862 SH   SOLE   7,862 0 0
HERC HLDGS INC COM 42704L104   362,567 1,915 SH   SOLE   1,915 0 0
HERSHEY CO COM 427866108   296,193 1,749 SH   SOLE   1,749 0 0
HERTZ GLOBAL HLDGS INC COM NEW 42806J700   162,793 44,479 SH   SOLE   44,479 0 0
HESS CORP COM 42809H107   4,053,879 30,478 SH   SOLE   30,478 0 0
HF SINCLAIR CORP COM 403949100   244,018 6,962 SH   SOLE   6,962 0 0
HILLTOP HOLDINGS INC COM 432748101   372,648 13,016 SH   SOLE   13,016 0 0
HILTON GRAND VACATIONS INC COM 43283X105   768,133 19,721 SH   SOLE   19,721 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   4,061,827 16,434 SH   SOLE   16,434 0 0
HOME DEPOT INC COM 437076102   851,499 2,189 SH   SOLE   2,189 0 0
HUBBELL INC COM 443510607   365,272 872 SH   SOLE   872 0 0
HUMANA INC COM 444859102   1,050,359 4,140 SH   SOLE   4,140 0 0
HUNT J B TRANS SVCS INC COM 445658107   297,631 1,744 SH   SOLE   1,744 0 0
HUNTINGTON BANCSHARES INC COM 446150104   217,823 13,388 SH   SOLE   13,388 0 0
HUNTSMAN CORP COM 447011107   660,042 36,608 SH   SOLE   36,608 0 0
HYATT HOTELS CORP COM CL A 448579102   1,282,684 8,171 SH   SOLE   8,171 0 0
INGERSOLL RAND INC COM 45687V106   907,314 10,030 SH   SOLE   10,030 0 0
INSULET CORP COM 45784P101   1,230,684 4,714 SH   SOLE   4,714 0 0
INTEGER HLDGS CORP COM 45826H109   361,382 2,727 SH   SOLE   2,727 0 0
INTEL CORP COM 458140100   2,051,857 102,337 SH   SOLE   102,337 0 0
INTELLIA THERAPEUTICS INC COM 45826J105   303,918 26,065 SH   SOLE   26,065 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   3,893,631 26,130 SH   SOLE   26,130 0 0
INTERDIGITAL INC COM 45867G101   558,107 2,881 SH   SOLE   2,881 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101   294,657 3,485 SH   SOLE   3,485 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108   354,313 20,063 SH   SOLE   20,063 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   1,012,602 1,940 SH   SOLE   1,940 0 0
INVESCO LTD SHS G491BT108   1,745,710 99,869 SH   SOLE   99,869 0 0
IONIS PHARMACEUTICALS INC COM 462222100   298,034 8,525 SH   SOLE   8,525 0 0
IQVIA HLDGS INC COM 46266C105   921,828 4,691 SH   SOLE   4,691 0 0
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108   108,238 24,433 SH   SOLE   24,433 0 0
JABIL INC COM 466313103   439,183 3,052 SH   SOLE   3,052 0 0
JACOBS SOLUTIONS INC COM 46982L108   498,670 3,732 SH   SOLE   3,732 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104   207,681 1,634 SH   SOLE   1,634 0 0
JOHNSON CTLS INTL PLC SHS G51502105   1,106,125 14,014 SH   SOLE   14,014 0 0
KB HOME COM 48666K109   373,355 5,681 SH   SOLE   5,681 0 0
KBR INC COM 48242W106   1,820,856 31,432 SH   SOLE   31,432 0 0
KEMPER CORP COM 488401100   209,020 3,146 SH   SOLE   3,146 0 0
KENNEDY-WILSON HOLDINGS INC COM 489398107   248,581 24,883 SH   SOLE   24,883 0 0
KEURIG DR PEPPER INC COM 49271V100   1,962,532 61,100 SH   SOLE   61,100 0 0
KEYCORP COM 493267108   633,203 36,943 SH   SOLE   36,943 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   1,473,298 9,172 SH   SOLE   9,172 0 0
KIMBERLY-CLARK CORP COM 494368103   931,694 7,110 SH   SOLE   7,110 0 0
KKR & CO INC COM 48251W104   602,585 4,074 SH   SOLE   4,074 0 0
KLA CORP COM NEW 482480100   332,073 527 SH   SOLE   527 0 0
KNOWLES CORP COM 49926D109   227,202 11,400 SH   SOLE   11,400 0 0
KONTOOR BRANDS INC COM 50050N103   886,470 10,379 SH   SOLE   10,379 0 0
KRAFT HEINZ CO COM 500754106   226,671 7,381 SH   SOLE   7,381 0 0
KULICKE & SOFFA INDS INC COM 501242101   342,064 7,331 SH   SOLE   7,331 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109   764,158 3,634 SH   SOLE   3,634 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104   624,396 11,022 SH   SOLE   11,022 0 0
LAZARD INC COM 52110M109   849,832 16,508 SH   SOLE   16,508 0 0
LCI INDS COM 50189K103   201,404 1,948 SH   SOLE   1,948 0 0
LEIDOS HOLDINGS INC COM 525327102   1,609,726 11,174 SH   SOLE   11,174 0 0
LENDINGCLUB CORP COM NEW 52603A208   312,985 19,332 SH   SOLE   19,332 0 0
LENNOX INTL INC COM 526107107   1,082,726 1,777 SH   SOLE   1,777 0 0
LGI HOMES INC COM 50187T106   1,034,805 11,575 SH   SOLE   11,575 0 0
LIFE TIME GROUP HOLDINGS INC COMMON STOCK 53190C102   481,088 21,749 SH   SOLE   21,749 0 0
LINCOLN NATL CORP IND COM 534187109   243,406 7,676 SH   SOLE   7,676 0 0
LITHIA MTRS INC COM 536797103   921,455 2,578 SH   SOLE   2,578 0 0
LOCKHEED MARTIN CORP COM 539830109   5,211,221 10,724 SH   SOLE   10,724 0 0
LOEWS CORP COM 540424108   2,559,078 30,217 SH   SOLE   30,217 0 0
LOWES COS INC COM 548661107   2,175,048 8,813 SH   SOLE   8,813 0 0
LUMENTUM HLDGS INC COM 55024U109   2,678,928 31,911 SH   SOLE   31,911 0 0
LYFT INC CL A COM 55087P104   207,174 16,060 SH   SOLE   16,060 0 0
M & T BK CORP COM 55261F104   651,831 3,467 SH   SOLE   3,467 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100   1,443,430 11,111 SH   SOLE   11,111 0 0
MAGNOLIA OIL & GAS CORP CL A 559663109   1,751,396 74,910 SH   SOLE   74,910 0 0
MARSH & MCLENNAN COS INC COM 571748102   1,342,006 6,318 SH   SOLE   6,318 0 0
MARTIN MARIETTA MATLS INC COM 573284106   544,391 1,054 SH   SOLE   1,054 0 0
MASCO CORP COM 574599106   305,157 4,205 SH   SOLE   4,205 0 0
MASTEC INC COM 576323109   323,196 2,374 SH   SOLE   2,374 0 0
MASTERCARD INCORPORATED CL A 57636Q104   2,192,111 4,163 SH   SOLE   4,163 0 0
MATCH GROUP INC NEW COM 57667L107   1,396,979 42,708 SH   SOLE   42,708 0 0
MCCORMICK & CO INC COM NON VTG 579780206   678,993 8,906 SH   SOLE   8,906 0 0
MCGRATH RENTCORP COM 580589109   212,682 1,902 SH   SOLE   1,902 0 0
MEDPACE HLDGS INC COM 58506Q109   542,532 1,633 SH   SOLE   1,633 0 0
MERCURY SYS INC COM 589378108   411,516 9,798 SH   SOLE   9,798 0 0
METHODE ELECTRS INC COM 591520200   156,265 13,254 SH   SOLE   13,254 0 0
MICROSOFT CORP COM 594918104   8,746,546 20,751 SH   SOLE   20,751 0 0
MIDDLEBY CORP COM 596278101   2,128,597 15,715 SH   SOLE   15,715 0 0
MOELIS & CO CL A 60786M105   418,456 5,664 SH   SOLE   5,664 0 0
MOHAWK INDS INC COM 608190104   434,705 3,649 SH   SOLE   3,649 0 0
MOLINA HEALTHCARE INC COM 60855R100   737,230 2,533 SH   SOLE   2,533 0 0
MONDELEZ INTL INC CL A 609207105   3,046,887 51,011 SH   SOLE   51,011 0 0
MONGODB INC CL A 60937P106   1,596,145 6,856 SH   SOLE   6,856 0 0
MORGAN STANLEY COM NEW 617446448   1,298,310 10,327 SH   SOLE   10,327 0 0
MOSAIC CO NEW COM 61945C103   826,527 33,626 SH   SOLE   33,626 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307   969,296 2,097 SH   SOLE   2,097 0 0
MP MATERIALS CORP COM CL A 553368101   558,948 35,830 SH   SOLE   35,830 0 0
MSCI INC COM 55354G100   2,745,646 4,576 SH   SOLE   4,576 0 0
MUELLER WTR PRODS INC COM SER A 624758108   354,128 15,739 SH   SOLE   15,739 0 0
MURPHY OIL CORP COM 626717102   692,803 22,895 SH   SOLE   22,895 0 0
NASDAQ INC COM 631103108   204,330 2,643 SH   SOLE   2,643 0 0
NATERA INC COM 632307104   221,303 1,398 SH   SOLE   1,398 0 0
NCR VOYIX CORPORATION COM 62886E108   2,040,390 147,427 SH   SOLE   147,427 0 0
NETFLIX INC COM 64110L106   2,525,110 2,833 SH   SOLE   2,833 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109   2,438,436 17,864 SH   SOLE   17,864 0 0
NEW JERSEY RES CORP COM 646025106   450,359 9,654 SH   SOLE   9,654 0 0
NEWS CORP NEW CL B 65249B208   2,398,432 78,818 SH   SOLE   78,818 0 0
NEWS CORP NEW CL A 65249B109   252,817 9,180 SH   SOLE   9,180 0 0
NEXSTAR MEDIA GROUP INC COMMON STOCK 65336K103   966,460 6,118 SH   SOLE   6,118 0 0
NMI HLDGS INC COM 629209305   276,509 7,522 SH   SOLE   7,522 0 0
NORFOLK SOUTHN CORP COM 655844108   1,027,986 4,380 SH   SOLE   4,380 0 0
NORTHERN OIL & GAS INC COM 665531307   1,759,452 47,348 SH   SOLE   47,348 0 0
NORTHROP GRUMMAN CORP COM 666807102   1,069,981 2,280 SH   SOLE   2,280 0 0
NOV INC COM 62955J103   151,198 10,356 SH   SOLE   10,356 0 0
NOVOCURE LTD ORD SHS G6674U108   2,985,960 100,200 SH   SOLE   100,200 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   635,980 61,388 SH   SOLE   61,388 0 0
NU SKIN ENTERPRISES INC CL A 67018T105   237,092 34,411 SH   SOLE   34,411 0 0
NVENT ELECTRIC PLC SHS G6700G107   1,744,896 25,600 SH   SOLE   25,600 0 0
NVIDIA CORPORATION COM 67066G104   2,423,666 18,048 SH   SOLE   18,048 0 0
OCCIDENTAL PETE CORP COM 674599105   5,141,061 104,049 SH   SOLE   104,049 0 0
OCEANEERING INTL INC COM 675232102   527,546 20,228 SH   SOLE   20,228 0 0
OKTA INC CL A 679295105   1,566,859 19,884 SH   SOLE   19,884 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100   260,896 1,479 SH   SOLE   1,479 0 0
OLD NATL BANCORP IND COM 680033107   551,003 25,386 SH   SOLE   25,386 0 0
OLD SECOND BANCORP INC ILL COM 680277100   324,734 18,264 SH   SOLE   18,264 0 0
OLIN CORP COM PAR $1 680665205   249,681 7,387 SH   SOLE   7,387 0 0
OLLIES BARGAIN OUTLET HLDGS COM 681116109   735,191 6,700 SH   SOLE   6,700 0 0
ON SEMICONDUCTOR CORP COM 682189105   303,838 4,819 SH   SOLE   4,819 0 0
ONTO INNOVATION INC COM 683344105   734,348 4,406 SH   SOLE   4,406 0 0
OPENLANE INC COM 48238T109   428,643 21,605 SH   SOLE   21,605 0 0
OPTION CARE HEALTH INC COM NEW 68404L201   1,032,307 44,496 SH   SOLE   44,496 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   308,308 260 SH   SOLE   260 0 0
ORMAT TECHNOLOGIES INC COM 686688102   916,455 13,533 SH   SOLE   13,533 0 0
P10 INC COM CL A 69376K106   225,353 17,871 SH   SOLE   17,871 0 0
PACCAR INC COM 693718108   327,975 3,153 SH   SOLE   3,153 0 0
PACIRA BIOSCIENCES INC COM 695127100   252,776 13,417 SH   SOLE   13,417 0 0
PACKAGING CORP AMER COM 695156109   3,512,929 15,604 SH   SOLE   15,604 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101   354,441 56,620 SH   SOLE   56,620 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   274,386 3,628 SH   SOLE   3,628 0 0
PARSONS CORP DEL COM 70202L102   1,556,903 16,877 SH   SOLE   16,877 0 0
PAYLOCITY HLDG CORP COM 70438V106   1,137,976 5,705 SH   SOLE   5,705 0 0
PAYPAL HLDGS INC COM 70450Y103   792,048 9,280 SH   SOLE   9,280 0 0
PEGASYSTEMS INC COM 705573103   317,998 3,412 SH   SOLE   3,412 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100   254,258 29,225 SH   SOLE   29,225 0 0
PENN ENTERTAINMENT INC COM 707569109   561,263 28,318 SH   SOLE   28,318 0 0
PENTAIR PLC SHS G7S00T104   9,369,383 93,098 SH   SOLE   93,098 0 0
PFIZER INC COM 717081103   3,957,374 149,166 SH   SOLE   149,166 0 0
PILGRIMS PRIDE CORP COM 72147K108   1,000,759 22,048 SH   SOLE   22,048 0 0
PINNACLE FINL PARTNERS INC COM 72346Q104   1,426,901 12,474 SH   SOLE   12,474 0 0
PINNACLE WEST CAP CORP COM 723484101   4,750,087 56,035 SH   SOLE   56,035 0 0
PJT PARTNERS INC COM CL A 69343T107   391,211 2,479 SH   SOLE   2,479 0 0
PNC FINL SVCS GROUP INC COM 693475105   2,797,096 14,504 SH   SOLE   14,504 0 0
POLARIS INC COM 731068102   860,728 14,938 SH   SOLE   14,938 0 0
POOL CORP COM 73278L105   500,159 1,467 SH   SOLE   1,467 0 0
PORTLAND GEN ELEC CO COM NEW 736508847   745,466 17,090 SH   SOLE   17,090 0 0
POST HLDGS INC COM 737446104   880,426 7,692 SH   SOLE   7,692 0 0
PRIMO BRANDS CORPORATION CLASS A COM SHS 741623102   275,853 8,965 SH   SOLE   8,965 0 0
PRINCIPAL FINANCIAL GROUP IN COM 74251V102   371,645 4,801 SH   SOLE   4,801 0 0
PRIVIA HEALTH GROUP INC COM 74276R102   603,782 30,884 SH   SOLE   30,884 0 0
PROGRESSIVE CORP COM 743315103   1,643,485 6,859 SH   SOLE   6,859 0 0
PROSPERITY BANCSHARES INC COM 743606105   579,818 7,695 SH   SOLE   7,695 0 0
PRUDENTIAL FINL INC COM 744320102   458,356 3,867 SH   SOLE   3,867 0 0
PTC INC COM 69370C100   2,563,516 13,942 SH   SOLE   13,942 0 0
QIAGEN NV SHS NEW N72482149   1,290,969 28,991 SH   SOLE   28,991 0 0
QUALCOMM INC COM 747525103   1,540,655 10,029 SH   SOLE   10,029 0 0
QUALYS INC COM 74758T303   228,839 1,632 SH   SOLE   1,632 0 0
QUANTA SVCS INC COM 74762E102   862,184 2,728 SH   SOLE   2,728 0 0
RANGE RES CORP COM 75281A109   1,471,186 40,889 SH   SOLE   40,889 0 0
RAYMOND JAMES FINL INC COM 754730109   2,672,608 17,206 SH   SOLE   17,206 0 0
REGENERON PHARMACEUTICALS COM 75886F107   921,755 1,294 SH   SOLE   1,294 0 0
REINSURANCE GRP OF AMERICA I COM NEW 759351604   521,898 2,443 SH   SOLE   2,443 0 0
RENASANT CORP COM 75970E107   515,944 14,432 SH   SOLE   14,432 0 0
REPAY HLDGS CORP COM CL A 76029L100   81,664 10,703 SH   SOLE   10,703 0 0
REPLIGEN CORP COM 759916109   420,449 2,921 SH   SOLE   2,921 0 0
RESOURCES CONNECTION INC COM 76122Q105   162,650 19,068 SH   SOLE   19,068 0 0
ROBERT HALF INC. COM 770323103   1,443,303 20,484 SH   SOLE   20,484 0 0
ROBINHOOD MKTS INC COM CL A 770700102   2,043,264 54,838 SH   SOLE   54,838 0 0
ROBLOX CORP CL A 771049103   430,305 7,437 SH   SOLE   7,437 0 0
ROSS STORES INC COM 778296103   4,590,742 30,348 SH   SOLE   30,348 0 0
RPM INTL INC COM 749685103   418,404 3,400 SH   SOLE   3,400 0 0
SAGE THERAPEUTICS INC COM 78667J108   62,928 11,589 SH   SOLE   11,589 0 0
SALESFORCE INC COM 79466L302   2,004,977 5,997 SH   SOLE   5,997 0 0
SALLY BEAUTY HLDGS INC COM 79546E104   220,234 21,075 SH   SOLE   21,075 0 0
SCHLUMBERGER LTD COM STK 806857108   2,043,177 53,291 SH   SOLE   53,291 0 0
SCHNEIDER NATIONAL INC CL B 80689H102   502,972 17,178 SH   SOLE   17,178 0 0
SCHWAB CHARLES CORP COM 808513105   5,024,391 67,888 SH   SOLE   67,888 0 0
SCOTTS MIRACLE-GRO CO CL A 810186106   988,731 14,904 SH   SOLE   14,904 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   4,826,973 55,926 SH   SOLE   55,926 0 0
SEMTECH CORP COM 816850101   866,828 14,015 SH   SOLE   14,015 0 0
SERVICENOW INC COM 81762P102   3,734,803 3,523 SH   SOLE   3,523 0 0
SHOE CARNIVAL INC COM 824889109   353,327 10,681 SH   SOLE   10,681 0 0
SIGA TECHNOLOGIES INC COM 826917106   236,632 39,373 SH   SOLE   39,373 0 0
SKECHERS U S A INC CL A 830566105   222,026 3,302 SH   SOLE   3,302 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   263,025 2,966 SH   SOLE   2,966 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   680,707 50,052 SH   SOLE   50,052 0 0
SONOS INC COM 83570H108   338,671 22,518 SH   SOLE   22,518 0 0
SOUTHERN COPPER CORP COM 84265V105   325,881 3,576 SH   SOLE   3,576 0 0
SOUTHWEST AIRLS CO COM 844741108   270,809 8,055 SH   SOLE   8,055 0 0
SPECTRUM BRANDS HLDGS INC NE COM 84790A105   1,064,405 12,598 SH   SOLE   12,598 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   7,354,480 16,439 SH   SOLE   16,439 0 0
SPROUTS FMRS MKT INC COM 85208M102   908,805 7,152 SH   SOLE   7,152 0 0
STRYKER CORPORATION COM 863667101   542,955 1,508 SH   SOLE   1,508 0 0
SUNCOKE ENERGY INC COM 86722A103   281,528 26,311 SH   SOLE   26,311 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104   47,752 13,922 SH   SOLE   13,922 0 0
SUNOPTA INC COM 8676EP108   201,016 26,106 SH   SOLE   26,106 0 0
SUNRUN INC COM 86771W105   413,262 44,677 SH   SOLE   44,677 0 0
SUPERNUS PHARMACEUTICALS INC COM 868459108   239,452 6,622 SH   SOLE   6,622 0 0
SYNOPSYS INC COM 871607107   1,239,124 2,553 SH   SOLE   2,553 0 0
SYNOVUS FINL CORP COM NEW 87161C501   370,956 7,241 SH   SOLE   7,241 0 0
TARGA RES CORP COM 87612G101   2,483,470 13,913 SH   SOLE   13,913 0 0
TE CONNECTIVITY PLC ORD SHS G87052109   4,585,620 32,074 SH   SOLE   32,074 0 0
TECHNIPFMC PLC COM G87110105   1,072,372 37,055 SH   SOLE   37,055 0 0
TEGNA INC COM 87901J105   1,523,923 83,320 SH   SOLE   83,320 0 0
TELADOC HEALTH INC COM 87918A105   510,322 56,141 SH   SOLE   56,141 0 0
TENET HEALTHCARE CORP COM NEW 88033G407   1,406,328 11,141 SH   SOLE   11,141 0 0
TERADATA CORP DEL COM 88076W103   1,230,955 39,517 SH   SOLE   39,517 0 0
TESLA INC COM 88160R101   245,535 608 SH   SOLE   608 0 0
TEXAS CAP BANCSHARES INC COM 88224Q107   207,308 2,651 SH   SOLE   2,651 0 0
TEXAS ROADHOUSE INC COM 882681109   995,613 5,518 SH   SOLE   5,518 0 0
THE CIGNA GROUP COM 125523100   207,933 753 SH   SOLE   753 0 0
TOLL BROTHERS INC COM 889478103   3,383,269 26,862 SH   SOLE   26,862 0 0
TOPGOLF CALLAWAY BRANDS CORP COM 131193104   99,508 12,660 SH   SOLE   12,660 0 0
TORO CO COM 891092108   1,615,056 20,163 SH   SOLE   20,163 0 0
TRADEWEB MKTS INC CL A 892672106   861,715 6,582 SH   SOLE   6,582 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   73,745,898 199,664 SH   SOLE   199,664 0 0
TRANSDIGM GROUP INC COM 893641100   268,663 212 SH   SOLE   212 0 0
TRANSUNION COM 89400J107   461,325 4,976 SH   SOLE   4,976 0 0
TRAVEL PLUS LEISURE CO COM 894164102   1,072,416 21,257 SH   SOLE   21,257 0 0
TRIMBLE INC COM 896239100   3,875,560 54,848 SH   SOLE   54,848 0 0
TRUIST FINL CORP COM 89832Q109   2,450,233 56,483 SH   SOLE   56,483 0 0
TWIST BIOSCIENCE CORP COM 90184D100   203,585 4,381 SH   SOLE   4,381 0 0
TYSON FOODS INC CL A 902494103   3,624,004 63,092 SH   SOLE   63,092 0 0
UBER TECHNOLOGIES INC COM 90353T100   2,259,467 37,458 SH   SOLE   37,458 0 0
UIPATH INC CL A 90364P105   874,118 68,774 SH   SOLE   68,774 0 0
ULTA BEAUTY INC COM 90384S303   1,250,859 2,876 SH   SOLE   2,876 0 0
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108   246,404 5,857 SH   SOLE   5,857 0 0
UMB FINL CORP COM 902788108   429,207 3,803 SH   SOLE   3,803 0 0
UNION PAC CORP COM 907818108   1,028,460 4,510 SH   SOLE   4,510 0 0
UNITED AIRLS HLDGS INC COM 910047109   654,260 6,738 SH   SOLE   6,738 0 0
UNITED PARCEL SERVICE INC CL B 911312106   1,432,622 11,361 SH   SOLE   11,361 0 0
UNITED PARKS & RESORTS INC COM 81282V100   284,434 5,062 SH   SOLE   5,062 0 0
UNITEDHEALTH GROUP INC COM 91324P102   1,161,455 2,296 SH   SOLE   2,296 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100   1,780,564 9,924 SH   SOLE   9,924 0 0
UNUM GROUP COM 91529Y106   1,963,265 26,883 SH   SOLE   26,883 0 0
UPBOUND GROUP INC COM 76009N100   560,852 19,227 SH   SOLE   19,227 0 0
US BANCORP DEL COM NEW 902973304   3,428,981 71,691 SH   SOLE   71,691 0 0
US FOODS HLDG CORP COM 912008109   1,580,183 23,424 SH   SOLE   23,424 0 0
UWM HOLDINGS CORPORATION COM CL A 91823B109   78,535 13,379 SH   SOLE   13,379 0 0
VALARIS LTD CL A G9460G101   922,581 20,854 SH   SOLE   20,854 0 0
VALVOLINE INC COM 92047W101   1,660,445 45,894 SH   SOLE   45,894 0 0
VARONIS SYS INC COM 922280102   437,191 9,840 SH   SOLE   9,840 0 0
VEEVA SYS INC CL A COM 922475108   3,652,253 17,371 SH   SOLE   17,371 0 0
VERINT SYS INC COM 92343X100   268,434 9,779 SH   SOLE   9,779 0 0
VERITEX HLDGS INC COM 923451108   314,621 11,584 SH   SOLE   11,584 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   4,657,515 116,467 SH   SOLE   116,467 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   279,253 2,458 SH   SOLE   2,458 0 0
VERVE THERAPEUTICS INC COM 92539P101   64,680 11,468 SH   SOLE   11,468 0 0
VIASAT INC COM 92552V100   99,754 11,722 SH   SOLE   11,722 0 0
VIATRIS INC COM 92556V106   131,945 10,598 SH   SOLE   10,598 0 0
VIR BIOTECHNOLOGY INC COM 92764N102   86,509 11,786 SH   SOLE   11,786 0 0
VISA INC COM CL A 92826C839   6,490,513 20,537 SH   SOLE   20,537 0 0
VISTEON CORP COM NEW 92839U206   232,890 2,625 SH   SOLE   2,625 0 0
VULCAN MATLS CO COM 929160109   370,668 1,441 SH   SOLE   1,441 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108   1,072,082 114,907 SH   SOLE   114,907 0 0
WALMART INC COM 931142103   2,969,172 32,863 SH   SOLE   32,863 0 0
WASTE MGMT INC DEL COM 94106L109   1,579,410 7,827 SH   SOLE   7,827 0 0
WATERS CORP COM 941848103   1,707,992 4,604 SH   SOLE   4,604 0 0
WATSCO INC COM 942622200   705,148 1,488 SH   SOLE   1,488 0 0
WEBSTER FINL CORP COM 947890109   516,417 9,352 SH   SOLE   9,352 0 0
WEC ENERGY GROUP INC COM 92939U106   672,480 7,151 SH   SOLE   7,151 0 0
WENDYS CO COM 95058W100   859,825 52,750 SH   SOLE   52,750 0 0
WERNER ENTERPRISES INC COM 950755108   512,722 14,274 SH   SOLE   14,274 0 0
WESTERN DIGITAL CORP COM 958102105   1,109,357 18,604 SH   SOLE   18,604 0 0
WHIRLPOOL CORP COM 963320106   959,228 8,379 SH   SOLE   8,379 0 0
WILLIAMS COS INC COM 969457100   1,926,347 35,594 SH   SOLE   35,594 0 0
WINGSTOP INC COM 974155103   873,915 3,075 SH   SOLE   3,075 0 0
WINNEBAGO INDS INC COM 974637100   296,523 6,206 SH   SOLE   6,206 0 0
WOLVERINE WORLD WIDE INC COM 978097103   255,211 11,496 SH   SOLE   11,496 0 0
XCEL ENERGY INC COM 98389B100   556,567 8,243 SH   SOLE   8,243 0 0
XENCOR INC COM 98401F105   210,267 9,150 SH   SOLE   9,150 0 0
XP INC CL A G98239109   3,525,612 297,520 SH   SOLE   297,520 0 0
YETI HLDGS INC COM 98585X104   781,714 20,299 SH   SOLE   20,299 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105   4,959,065 12,840 SH   SOLE   12,840 0 0
ZETA GLOBAL HOLDINGS CORP CL A 98956A105   219,100 12,179 SH   SOLE   12,179 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200   2,858,996 38,609 SH   SOLE   38,609 0 0
ZSCALER INC COM 98980G102   1,428,667 7,919 SH   SOLE   7,919 0 0
ZURN ELKAY WATER SOLNS CORP COM 98983L108   704,149 18,878 SH   SOLE   18,878 0 0