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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
THERMO FISHER SCIENTIFIC INC COM 883556102 322,750 594,076 SH   SOLE   0 0 594,076
MICROSOFT CORP COM 594918104 291,922 1,136,636 SH   SOLE   0 0 1,136,636
VISA INC COM CL A 92826C839 276,047 1,402,039 SH   SOLE   0 0 1,402,039
ABBVIE INC COM 00287Y109 240,726 1,571,731 SH   SOLE   0 0 1,571,731
PROCTER AND GAMBLE CO COM 742718109 233,437 1,623,459 SH   SOLE   0 0 1,623,459
TEXAS INSTRS INC COM 882508104 223,738 1,456,155 SH   SOLE   0 0 1,456,155
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 223,014 803,221 SH   SOLE   0 0 803,221
UNITEDHEALTH GROUP INC COM 91324P102 215,427 419,420 SH   SOLE   0 0 419,420
JOHNSON & JOHNSON COM 478160104 215,087 1,211,688 SH   SOLE   0 0 1,211,688
DANAHER CORPORATION COM 235851102 206,796 815,699 SH   SOLE   0 0 815,699
NEXTERA ENERGY INC COM 65339F101 202,297 2,611,632 SH   SOLE   0 0 2,611,632
LILLY ELI & CO COM 532457108 182,844 563,932 SH   SOLE   0 0 563,932
PEPSICO INC COM 713448108 175,840 1,055,084 SH   SOLE   0 0 1,055,084
APPLE INC COM 037833100 174,385 1,275,488 SH   SOLE   0 0 1,275,488
SERVICENOW INC COM 81762P102 173,375 364,600 SH   SOLE   0 0 364,600
EDWARDS LIFESCIENCES CORP COM 28176E108 171,550 1,804,080 SH   SOLE   0 0 1,804,080
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 167,398 2,047,683 SH   SOLE   0 0 2,047,683
ELEVANCE HEALTH INC COM 036752103 164,110 340,069 SH   SOLE   0 0 340,069
MERCK & CO INC COM 58933Y105 154,023 1,689,409 SH   SOLE   0 0 1,689,409
CVS HEALTH CORP COM 126650100 149,910 1,617,846 SH   SOLE   0 0 1,617,846
COSTCO WHSL CORP NEW COM 22160K105 146,522 305,712 SH   SOLE   0 0 305,712
BRISTOL-MYERS SQUIBB CO COM 110122108 143,332 1,861,457 SH   SOLE   0 0 1,861,457
EQUINIX INC COM 29444U700 139,859 212,869 SH   SOLE   0 0 212,869
S&P GLOBAL INC COM 78409V104 139,475 413,800 SH   SOLE   0 0 413,800
GILEAD SCIENCES INC COM 375558103 133,742 2,163,765 SH   SOLE   0 0 2,163,765
HOME DEPOT INC COM 437076102 133,237 485,789 SH   SOLE   0 0 485,789
AMAZON COM INC COM 023135106 132,794 1,250,300 SH   SOLE   0 0 1,250,300
AMGEN INC COM 031162100 132,352 543,986 SH   SOLE   0 0 543,986
LOWES COS INC COM 548661107 127,501 729,951 SH   SOLE   0 0 729,951
ALPHABET INC CAP STK CL A 02079K305 122,836 56,366 SH   SOLE   0 0 56,366
PFIZER INC COM 717081103 117,186 2,235,100 SH   SOLE   0 0 2,235,100
META PLATFORMS INC CL A 30303M102 98,414 610,320 SH   SOLE   0 0 610,320
QUALCOMM INC COM 747525103 95,098 744,467 SH   SOLE   0 0 744,467
ADOBE SYSTEMS INCORPORATED COM 00724F101 93,968 256,700 SH   SOLE   0 0 256,700
AUTOZONE INC COM 053332102 91,611 42,627 SH   SOLE   0 0 42,627
ALTRIA GROUP INC COM 02209S103 91,079 2,180,500 SH   SOLE   0 0 2,180,500
ABBOTT LABS COM 002824100 90,321 831,300 SH   SOLE   0 0 831,300
HP INC COM 40434L105 87,492 2,669,073 SH   SOLE   0 0 2,669,073
PHILIP MORRIS INTL INC COM 718172109 78,637 796,402 SH   SOLE   0 0 796,402
UNITED PARCEL SERVICE INC CL B 911312106 76,192 417,400 SH   SOLE   0 0 417,400
BROADCOM INC COM 11135F101 76,029 156,500 SH   SOLE   0 0 156,500
COLGATE PALMOLIVE CO COM 194162103 75,468 941,696 SH   SOLE   0 0 941,696
TARGET CORP COM 87612E106 68,129 482,400 SH   SOLE   0 0 482,400
DOLLAR GEN CORP NEW COM 256677105 67,696 275,815 SH   SOLE   0 0 275,815
CISCO SYS INC COM 17275R102 65,950 1,546,676 SH   SOLE   0 0 1,546,676
FASTENAL CO COM 311900104 65,862 1,319,355 SH   SOLE   0 0 1,319,355
ORACLE CORP COM 68389X105 65,658 939,717 SH   SOLE   0 0 939,717
OREILLY AUTOMOTIVE INC COM 67103H107 65,211 103,221 SH   SOLE   0 0 103,221
PAYPAL HLDGS INC COM 70450Y103 64,830 928,270 SH   SOLE   0 0 928,270
MOLINA HEALTHCARE INC COM 60855R100 63,289 226,346 SH   SOLE   0 0 226,346
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 62,778 930,180 SH   SOLE   0 0 930,180
ROBERT HALF INTL INC COM 770323103 61,228 817,572 SH   SOLE   0 0 817,572
GENERAL MLS INC COM 370334104 57,568 762,990 SH   SOLE   0 0 762,990
HERSHEY CO COM 427866108 57,491 267,203 SH   SOLE   0 0 267,203
INTERNATIONAL BUSINESS MACHS COM 459200101 56,067 397,100 SH   SOLE   0 0 397,100
WALMART INC COM 931142103 55,138 453,513 SH   SOLE   0 0 453,513
KROGER CO COM 501044101 54,671 1,155,110 SH   SOLE   0 0 1,155,110
IDEXX LABS INC COM 45168D104 51,242 146,100 SH   SOLE   0 0 146,100
DATADOG INC CL A COM 23804L103 49,497 519,705 SH   SOLE   0 0 519,705
HUMANA INC COM 444859102 48,540 103,703 SH   SOLE   0 0 103,703
MCKESSON CORP COM 58155Q103 47,862 146,722 SH   SOLE   0 0 146,722
LOCKHEED MARTIN CORP COM 539830109 47,060 109,453 SH   SOLE   0 0 109,453
ALIGN TECHNOLOGY INC COM 016255101 45,825 193,625 SH   SOLE   0 0 193,625
DOMINOS PIZZA INC COM 25754A201 45,717 117,310 SH   SOLE   0 0 117,310
FORTINET INC COM 34959E109 45,157 799,105 SH   SOLE   0 0 799,105
REGENERON PHARMACEUTICALS COM 75886F107 43,744 74,000 SH   SOLE   0 0 74,000
METTLER TOLEDO INTERNATIONAL COM 592688105 43,600 37,954 SH   SOLE   0 0 37,954
OTIS WORLDWIDE CORP COM 68902V107 43,398 614,100 SH   SOLE   0 0 614,100
CBRE GROUP INC CL A 12504L109 41,768 567,424 SH   SOLE   0 0 567,424
GRAINGER W W INC COM 384802104 41,497 91,316 SH   SOLE   0 0 91,316
SNAP ON INC COM 833034101 40,888 207,524 SH   SOLE   0 0 207,524
SOLAREDGE TECHNOLOGIES INC COM 83417M104 40,666 148,590 SH   SOLE   0 0 148,590
SYNOPSYS INC COM 871607107 39,428 129,825 SH   SOLE   0 0 129,825
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 38,719 428,500 SH   SOLE   0 0 428,500
HOLOGIC INC COM 436440101 38,219 551,500 SH   SOLE   0 0 551,500
HCA HEALTHCARE INC COM 40412C101 35,690 212,367 SH   SOLE   0 0 212,367
CHURCH & DWIGHT CO INC COM 171340102 34,738 374,899 SH   SOLE   0 0 374,899
NETAPP INC COM 64110D104 34,588 530,163 SH   SOLE   0 0 530,163
BIOGEN INC COM 09062X103 34,246 167,922 SH   SOLE   0 0 167,922
ACTIVISION BLIZZARD INC COM 00507V109 34,133 438,387 SH   SOLE   0 0 438,387
LKQ CORP COM 501889208 33,936 691,300 SH   SOLE   0 0 691,300
KLA CORP COM NEW 482480100 33,612 105,341 SH   SOLE   0 0 105,341
CADENCE DESIGN SYSTEM INC COM 127387108 33,457 223,000 SH   SOLE   0 0 223,000
QUEST DIAGNOSTICS INC COM 74834L100 32,783 246,525 SH   SOLE   0 0 246,525
BEST BUY INC COM 086516101 32,168 493,447 SH   SOLE   0 0 493,447
AMERISOURCEBERGEN CORP COM 03073E105 32,049 226,529 SH   SOLE   0 0 226,529
WASTE MGMT INC DEL COM 94106L109 31,801 207,876 SH   SOLE   0 0 207,876
SMUCKER J M CO COM NEW 832696405 31,734 247,900 SH   SOLE   0 0 247,900
FOX CORP CL A COM 35137L105 28,793 895,300 SH   SOLE   0 0 895,300
PAYCHEX INC COM 704326107 26,911 236,333 SH   SOLE   0 0 236,333
BILL COM HLDGS INC COM 090043100 26,664 242,532 SH   SOLE   0 0 242,532
MONDELEZ INTL INC CL A 609207105 26,155 421,242 SH   SOLE   0 0 421,242
TENABLE HLDGS INC COM 88025T102 25,617 564,132 SH   SOLE   0 0 564,132
KELLOGG CO COM 487836108 25,515 357,657 SH   SOLE   0 0 357,657
3M CO COM 88579Y101 24,853 192,045 SH   SOLE   0 0 192,045
SEALED AIR CORP NEW COM 81211K100 24,456 423,700 SH   SOLE   0 0 423,700
NUCOR CORP COM 670346105 24,249 232,252 SH   SOLE   0 0 232,252
ARROW ELECTRS INC COM 042735100 23,673 211,200 SH   SOLE   0 0 211,200
REPUBLIC SVCS INC COM 760759100 23,468 179,321 SH   SOLE   0 0 179,321
GENUINE PARTS CO COM 372460105 23,115 173,800 SH   SOLE   0 0 173,800
PULTE GROUP INC COM 745867101 22,392 565,021 SH   SOLE   0 0 565,021
ADVANCED MICRO DEVICES INC COM 007903107 22,345 292,200 SH   SOLE   0 0 292,200
EXXON MOBIL CORP COM 30231G102 22,215 259,400 SH   SOLE   0 0 259,400
BLOCK INC CL A 852234103 21,764 354,123 SH   SOLE   0 0 354,123
OKTA INC CL A 679295105 21,707 240,126 SH   SOLE   0 0 240,126
LABORATORY CORP AMER HLDGS COM NEW 50540R409 21,467 91,600 SH   SOLE   0 0 91,600
LENNAR CORP CL A 526057104 21,277 301,500 SH   SOLE   0 0 301,500
CROWDSTRIKE HLDGS INC CL A 22788C105 20,747 123,081 SH   SOLE   0 0 123,081
WEST PHARMACEUTICAL SVSC INC COM 955306105 20,440 67,600 SH   SOLE   0 0 67,600
MCDONALDS CORP COM 580135101 19,874 80,500 SH   SOLE   0 0 80,500
HENRY SCHEIN INC COM 806407102 19,814 258,200 SH   SOLE   0 0 258,200
ROLLINS INC COM 775711104 19,035 545,117 SH   SOLE   0 0 545,117
NORTONLIFELOCK INC COM 668771108 18,842 858,000 SH   SOLE   0 0 858,000
GARTNER INC COM 366651107 18,495 76,478 SH   SOLE   0 0 76,478
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 18,374 67,300 SH   SOLE   0 0 67,300
TRACTOR SUPPLY CO COM 892356106 18,299 94,400 SH   SOLE   0 0 94,400
NVR INC COM 62944T105 17,834 4,454 SH   SOLE   0 0 4,454
CHECK POINT SOFTWARE TECH LT ORD M22465104 17,783 146,029 SH   SOLE   0 0 146,029
ARCHER DANIELS MIDLAND CO COM 039483102 17,134 220,800 SH   SOLE   0 0 220,800
COCA COLA CO COM 191216100 16,992 270,100 SH   SOLE   0 0 270,100
BATH & BODY WORKS INC COM 070830104 16,873 626,800 SH   SOLE   0 0 626,800
CENTENE CORP DEL COM 15135B101 16,820 198,800 SH   SOLE   0 0 198,800
TWILIO INC CL A 90138F102 16,739 199,727 SH   SOLE   0 0 199,727
APA CORPORATION COM 03743Q108 16,567 474,700 SH   SOLE   0 0 474,700
CONSOLIDATED EDISON INC COM 209115104 15,853 166,700 SH   SOLE   0 0 166,700
PACKAGING CORP AMER COM 695156109 15,725 114,362 SH   SOLE   0 0 114,362
KIMBERLY-CLARK CORP COM 494368103 15,723 116,340 SH   SOLE   0 0 116,340
PALO ALTO NETWORKS INC COM 697435105 15,510 31,400 SH   SOLE   0 0 31,400
GUARDANT HEALTH INC COM 40131M109 15,292 379,078 SH   SOLE   0 0 379,078
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 15,285 52,000 SH   SOLE   0 0 52,000
ULTA BEAUTY INC COM 90384S303 13,993 36,300 SH   SOLE   0 0 36,300
ETSY INC COM 29786A106 13,549 185,070 SH   SOLE   0 0 185,070
TYSON FOODS INC CL A 902494103 13,473 156,557 SH   SOLE   0 0 156,557
EXPEDITORS INTL WASH INC COM 302130109 13,293 136,397 SH   SOLE   0 0 136,397
UNION PAC CORP COM 907818108 13,266 62,200 SH   SOLE   0 0 62,200
KEYSIGHT TECHNOLOGIES INC COM 49338L103 13,027 94,500 SH   SOLE   0 0 94,500
DOORDASH INC CL A 25809K105 12,996 202,526 SH   SOLE   0 0 202,526
TERADYNE INC COM 880770102 12,815 143,100 SH   SOLE   0 0 143,100
EXTRA SPACE STORAGE INC COM 30225T102 12,521 73,600 SH   SOLE   0 0 73,600
DAVITA INC COM 23918K108 12,078 151,056 SH   SOLE   0 0 151,056
FARFETCH LTD ORD SH CL A 30744W107 11,563 1,614,995 SH   SOLE   0 0 1,614,995
CMS ENERGY CORP COM 125896100 11,327 167,800 SH   SOLE   0 0 167,800
CITRIX SYS INC COM 177376100 11,263 115,914 SH   SOLE   0 0 115,914
SEA LTD SPONSORD ADS 81141R100 10,751 160,800 SH   SOLE   0 0 160,800
CINTAS CORP COM 172908105 10,748 28,774 SH   SOLE   0 0 28,774
MICRON TECHNOLOGY INC COM 595112103 10,564 191,100 SH   SOLE   0 0 191,100
HENRY JACK & ASSOC INC COM 426281101 10,550 58,607 SH   SOLE   0 0 58,607
BAXTER INTL INC COM 071813109 9,962 155,100 SH   SOLE   0 0 155,100
AIRBNB INC COM CL A 009066101 9,566 107,384 SH   SOLE   0 0 107,384
MASCO CORP COM 574599106 9,347 184,731 SH   SOLE   0 0 184,731
ELECTRONIC ARTS INC COM 285512109 9,197 75,601 SH   SOLE   0 0 75,601
CLOROX CO DEL COM 189054109 9,137 64,809 SH   SOLE   0 0 64,809
PUBLIC STORAGE COM 74460D109 8,849 28,300 SH   SOLE   0 0 28,300
APPLIED MATLS INC COM 038222105 8,713 95,768 SH   SOLE   0 0 95,768
ILLINOIS TOOL WKS INC COM 452308109 8,395 46,063 SH   SOLE   0 0 46,063
FACTSET RESH SYS INC COM 303075105 8,345 21,700 SH   SOLE   0 0 21,700
EMERSON ELEC CO COM 291011104 8,320 104,597 SH   SOLE   0 0 104,597
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 8,039 79,300 SH   SOLE   0 0 79,300
DOCUSIGN INC COM 256163106 7,915 137,946 SH   SOLE   0 0 137,946
LAM RESEARCH CORP COM 512807108 7,884 18,500 SH   SOLE   0 0 18,500
INTERNATIONAL PAPER CO COM 460146103 7,764 185,600 SH   SOLE   0 0 185,600
OLD DOMINION FREIGHT LINE IN COM 679580100 7,714 30,100 SH   SOLE   0 0 30,100
STEEL DYNAMICS INC COM 858119100 7,550 114,136 SH   SOLE   0 0 114,136
NUTANIX INC CL A 67059N108 7,485 511,641 SH   SOLE   0 0 511,641
ZOETIS INC CL A 98978V103 7,044 40,981 SH   SOLE   0 0 40,981
RESMED INC COM 761152107 6,939 33,100 SH   SOLE   0 0 33,100
LUMEN TECHNOLOGIES INC COM 550241103 6,817 624,800 SH   SOLE   0 0 624,800
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 6,752 77,200 SH   SOLE   0 0 77,200
VERTEX PHARMACEUTICALS INC COM 92532F100 6,678 23,700 SH   SOLE   0 0 23,700
AGILENT TECHNOLOGIES INC COM 00846U101 6,519 54,884 SH   SOLE   0 0 54,884
VERISK ANALYTICS INC COM 92345Y106 6,385 36,889 SH   SOLE   0 0 36,889
AUTOMATIC DATA PROCESSING IN COM 053015103 6,322 30,100 SH   SOLE   0 0 30,100
WATERS CORP COM 941848103 6,322 19,100 SH   SOLE   0 0 19,100
MODERNA INC COM 60770K107 6,271 43,900 SH   SOLE   0 0 43,900
IDEX CORP COM 45167R104 6,132 33,761 SH   SOLE   0 0 33,761
OPEN TEXT CORP COM 683715106 6,043 159,700 SH   SOLE   0 0 159,700
OWENS CORNING NEW COM 690742101 5,863 78,900 SH   SOLE   0 0 78,900
SOUTHERN CO COM 842587107 5,840 81,900 SH   SOLE   0 0 81,900
WESTERN UN CO COM 959802109 5,725 347,600 SH   SOLE   0 0 347,600
MOTOROLA SOLUTIONS INC COM NEW 620076307 5,617 26,800 SH   SOLE   0 0 26,800
CSX CORP COM 126408103 5,614 193,200 SH   SOLE   0 0 193,200
INMODE LTD SHS M5425M103 5,466 243,900 SH   SOLE   0 0 243,900
FAIR ISAAC CORP COM 303250104 5,452 13,600 SH   SOLE   0 0 13,600
NORDSON CORP COM 655663102 5,385 26,600 SH   SOLE   0 0 26,600
SMITH A O CORP COM 831865209 5,364 98,100 SH   SOLE   0 0 98,100
CAMPBELL SOUP CO COM 134429109 5,209 108,400 SH   SOLE   0 0 108,400
DEVON ENERGY CORP NEW COM 25179M103 5,059 91,800 SH   SOLE   0 0 91,800
COINBASE GLOBAL INC COM CL A 19260Q107 4,848 103,098 SH   SOLE   0 0 103,098
HORIZON THERAPEUTICS PUB L SHS G46188101 4,674 58,600 SH   SOLE   0 0 58,600
SIRIUS XM HOLDINGS INC COM 82968B103 4,661 760,400 SH   SOLE   0 0 760,400
AKAMAI TECHNOLOGIES INC COM 00971T101 4,640 50,800 SH   SOLE   0 0 50,800
BERKLEY W R CORP COM 084423102 4,224 61,877 SH   SOLE   0 0 61,877
D R HORTON INC COM 23331A109 4,044 61,100 SH   SOLE   0 0 61,100
MCCORMICK & CO INC COM NON VTG 579780206 4,021 48,300 SH   SOLE   0 0 48,300
WEC ENERGY GROUP INC COM 92939U106 3,975 39,500 SH   SOLE   0 0 39,500
UNITY SOFTWARE INC COM 91332U101 3,738 101,519 SH   SOLE   0 0 101,519
OCCIDENTAL PETE CORP COM 674599105 3,727 63,300 SH   SOLE   0 0 63,300
STERIS PLC SHS USD G8473T100 3,690 17,900 SH   SOLE   0 0 17,900
COTERRA ENERGY INC COM 127097103 3,451 133,800 SH   SOLE   0 0 133,800
UNITED RENTALS INC COM 911363109 3,376 13,900 SH   SOLE   0 0 13,900
WESTLAKE CORPORATION COM 960413102 3,352 34,200 SH   SOLE   0 0 34,200
WEYERHAEUSER CO MTN BE COM NEW 962166104 3,315 100,084 SH   SOLE   0 0 100,084
PERKINELMER INC COM 714046109 3,257 22,900 SH   SOLE   0 0 22,900
WHIRLPOOL CORP COM 963320106 3,097 20,000 SH   SOLE   0 0 20,000
NXP SEMICONDUCTORS N V COM N6596X109 3,005 20,300 SH   SOLE   0 0 20,300
COPART INC COM 217204106 2,966 27,300 SH   SOLE   0 0 27,300
NORTHROP GRUMMAN CORP COM 666807102 2,919 6,100 SH   SOLE   0 0 6,100
AMETEK INC COM 031100100 2,865 26,072 SH   SOLE   0 0 26,072
MOSAIC CO NEW COM 61945C103 2,810 59,500 SH   SOLE   0 0 59,500
MARATHON OIL CORP COM 565849106 2,761 122,800 SH   SOLE   0 0 122,800
RAYMOND JAMES FINL INC COM 754730109 2,709 30,300 SH   SOLE   0 0 30,300
AMPHENOL CORP NEW CL A 032095101 2,698 41,900 SH   SOLE   0 0 41,900
ROPER TECHNOLOGIES INC COM 776696106 2,684 6,800 SH   SOLE   0 0 6,800
NORFOLK SOUTHN CORP COM 655844108 2,500 11,000 SH   SOLE   0 0 11,000
ZIM INTEGRATED SHIPPING SERV SHS M9T951109 2,314 49,000 SH   SOLE   0 0 49,000
DOW INC COM 260557103 2,250 43,593 SH   SOLE   0 0 43,593
HUNT J B TRANS SVCS INC COM 445658107 2,189 13,900 SH   SOLE   0 0 13,900
POOL CORP COM 73278L105 2,178 6,200 SH   SOLE   0 0 6,200
KEURIG DR PEPPER INC COM 49271V100 2,042 57,700 SH   SOLE   0 0 57,700
FREEPORT-MCMORAN INC CL B 35671D857 2,038 69,668 SH   SOLE   0 0 69,668
CORTEVA INC COM 22052L104 2,019 37,300 SH   SOLE   0 0 37,300
MONOLITHIC PWR SYS INC COM 609839105 1,959 5,100 SH   SOLE   0 0 5,100
ON SEMICONDUCTOR CORP COM 682189105 1,851 36,800 SH   SOLE   0 0 36,800
TRAVELERS COMPANIES INC COM 89417E109 1,612 9,534 SH   SOLE   0 0 9,534
CF INDS HLDGS INC COM 125269100 1,447 16,878 SH   SOLE   0 0 16,878
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 1,217 7,800 SH   SOLE   0 0 7,800
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 1,129 24,400 SH   SOLE   0 0 24,400
AMCOR PLC ORD G0250X107 1,057 85,000 SH   SOLE   0 0 85,000
MICROCHIP TECHNOLOGY INC. COM 595017104 999 17,200 SH   SOLE   0 0 17,200
ENTEGRIS INC COM 29362U104 940 10,200 SH   SOLE   0 0 10,200
ARISTA NETWORKS INC COM 040413106 609 6,500 SH   SOLE   0 0 6,500
SNOWFLAKE INC CL A 833445109 109 782 SH   SOLE   0 0 782