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
VISA INC COM CL A 92826C839 232,610 1,204,170 SH   SOLE   0 0 1,204,170
AMAZON COM INC COM 023135106 209,088 75,789 SH   SOLE   0 0 75,789
MICROSOFT CORP COM 594918104 197,405 970,000 SH   SOLE   0 0 970,000
PROCTER AND GAMBLE CO COM 742718109 188,767 1,578,713 SH   SOLE   0 0 1,578,713
INTEL CORP COM 458140100 173,664 2,902,619 SH   SOLE   0 0 2,902,619
AMGEN INC COM 031162100 166,630 706,480 SH   SOLE   0 0 706,480
NEXTERA ENERGY INC COM 65339F101 159,779 665,276 SH   SOLE   0 0 665,276
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 156,496 728,839 SH   SOLE   0 0 728,839
ABBVIE INC COM 00287Y109 155,186 1,580,631 SH   SOLE   0 0 1,580,631
GILEAD SCIENCES INC COM 375558103 153,496 1,995,014 SH   SOLE   0 0 1,995,014
MASTERCARD INCORPORATED CL A 57636Q104 150,881 510,251 SH   SOLE   0 0 510,251
TEXAS INSTRS INC COM 882508104 145,371 1,144,927 SH   SOLE   0 0 1,144,927
THERMO FISHER SCIENTIFIC INC COM 883556102 144,290 398,217 SH   SOLE   0 0 398,217
FACEBOOK INC CL A 30303M102 140,026 616,664 SH   SOLE   0 0 616,664
ORACLE CORP COM 68389X105 139,487 2,523,747 SH   SOLE   0 0 2,523,747
ADOBE INC COM 00724F101 138,546 318,270 SH   SOLE   0 0 318,270
EQUINIX INC COM 29444U700 135,241 192,569 SH   SOLE   0 0 192,569
WALMART INC COM 931142103 131,509 1,097,922 SH   SOLE   0 0 1,097,922
DANAHER CORPORATION COM 235851102 131,235 742,151 SH   SOLE   0 0 742,151
APPLE INC COM 037833100 130,273 357,109 SH   SOLE   0 0 357,109
PEPSICO INC COM 713448108 117,842 890,984 SH   SOLE   0 0 890,984
SERVICENOW INC COM 81762P102 115,564 285,300 SH   SOLE   0 0 285,300
EDWARDS LIFESCIENCES CORP COM 28176E108 115,375 1,669,441 SH   SOLE   0 0 1,669,441
S&P GLOBAL INC COM 78409V104 108,168 328,300 SH   SOLE   0 0 328,300
HOME DEPOT INC COM 437076102 104,885 418,687 SH   SOLE   0 0 418,687
NVIDIA CORPORATION COM 67066G104 104,259 274,430 SH   SOLE   0 0 274,430
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 103,462 1,822,483 SH   SOLE   0 0 1,822,483
COSTCO WHSL CORP NEW COM 22160K105 102,236 337,180 SH   SOLE   0 0 337,180
MERCK & CO. INC COM 58933Y105 97,160 1,256,439 SH   SOLE   0 0 1,256,439
ALPHABET INC CAP STK CL A 02079K305 95,103 67,066 SH   SOLE   0 0 67,066
LILLY ELI & CO COM 532457108 94,868 577,832 SH   SOLE   0 0 577,832
QUALCOMM INC COM 747525103 91,319 1,001,190 SH   SOLE   0 0 1,001,190
VERIZON COMMUNICATIONS INC COM 92343V104 90,392 1,639,618 SH   SOLE   0 0 1,639,618
BIOGEN INC COM 09062X103 89,141 333,176 SH   SOLE   0 0 333,176
JOHNSON & JOHNSON COM 478160104 88,785 631,336 SH   SOLE   0 0 631,336
PAYPAL HLDGS INC COM 70450Y103 88,300 506,800 SH   SOLE   0 0 506,800
INTERNATIONAL BUSINESS MACHS COM 459200101 85,874 711,050 SH   SOLE   0 0 711,050
UNITEDHEALTH GROUP INC COM 91324P102 76,452 259,203 SH   SOLE   0 0 259,203
ANTHEM INC COM 036752103 74,678 283,969 SH   SOLE   0 0 283,969
GOLDMAN SACHS GROUP INC COM 38141G104 70,197 355,214 SH   SOLE   0 0 355,214
AMERICAN TOWER CORP NEW COM 03027X100 67,189 259,877 SH   SOLE   0 0 259,877
LAM RESEARCH CORP COM 512807108 62,999 194,766 SH   SOLE   0 0 194,766
MORGAN STANLEY COM NEW 617446448 62,728 1,298,722 SH   SOLE   0 0 1,298,722
BRISTOL-MYERS SQUIBB CO COM 110122108 61,808 1,051,157 SH   SOLE   0 0 1,051,157
CVS HEALTH CORP COM 126650100 57,956 892,046 SH   SOLE   0 0 892,046
LOCKHEED MARTIN CORP COM 539830109 57,677 158,053 SH   SOLE   0 0 158,053
HUMANA INC COM 444859102 56,690 146,203 SH   SOLE   0 0 146,203
APPLIED MATLS INC COM 038222105 56,554 935,549 SH   SOLE   0 0 935,549
CISCO SYS INC COM 17275R102 54,274 1,163,689 SH   SOLE   0 0 1,163,689
DOLLAR GEN CORP NEW COM 256677105 53,607 281,385 SH   SOLE   0 0 281,385
COLGATE PALMOLIVE CO COM 194162103 52,565 717,512 SH   SOLE   0 0 717,512
TARGET CORP COM 87612E106 51,342 428,100 SH   SOLE   0 0 428,100
CONOCOPHILLIPS COM 20825C104 44,655 1,062,701 SH   SOLE   0 0 1,062,701
BEST BUY INC COM 086516101 44,150 505,903 SH   SOLE   0 0 505,903
TJX COS INC NEW COM 872540109 43,831 866,903 SH   SOLE   0 0 866,903
CLOROX CO DEL COM 189054109 41,299 188,263 SH   SOLE   0 0 188,263
COCA COLA CO COM 191216100 40,775 912,593 SH   SOLE   0 0 912,593
NETFLIX INC COM 64110L106 40,453 88,900 SH   SOLE   0 0 88,900
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 37,617 662,043 SH   SOLE   0 0 662,043
FORTINET INC COM 34959E109 37,259 271,431 SH   SOLE   0 0 271,431
BROADCOM INC COM 11135F101 36,989 117,200 SH   SOLE   0 0 117,200
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 36,863 170,900 SH   SOLE   0 0 170,900
KIMBERLY CLARK CORP COM 494368103 35,971 254,481 SH   SOLE   0 0 254,481
WALGREENS BOOTS ALLIANCE INC COM 931427108 34,695 818,473 SH   SOLE   0 0 818,473
OKTA INC CL A 679295105 34,318 171,393 SH   SOLE   0 0 171,393
PHILIP MORRIS INTL INC COM 718172109 33,487 477,980 SH   SOLE   0 0 477,980
ACTIVISION BLIZZARD INC COM 00507V109 32,816 432,362 SH   SOLE   0 0 432,362
OREILLY AUTOMOTIVE INC COM 67103H107 30,791 73,021 SH   SOLE   0 0 73,021
VERTEX PHARMACEUTICALS INC COM 92532F100 30,047 103,500 SH   SOLE   0 0 103,500
METLIFE INC COM 59156R108 29,287 801,952 SH   SOLE   0 0 801,952
INTUIT COM 461202103 28,550 96,390 SH   SOLE   0 0 96,390
TWILIO INC CL A 90138F102 27,856 126,954 SH   SOLE   0 0 126,954
GENERAL MLS INC COM 370334104 27,754 450,190 SH   SOLE   0 0 450,190
PROGRESSIVE CORP OHIO COM 743315103 27,417 342,243 SH   SOLE   0 0 342,243
ROBERT HALF INTL INC COM 770323103 27,079 512,572 SH   SOLE   0 0 512,572
FASTENAL CO COM 311900104 27,060 631,655 SH   SOLE   0 0 631,655
ANSYS INC COM 03662Q105 27,046 92,709 SH   SOLE   0 0 92,709
CUMMINS INC COM 231021106 26,829 154,848 SH   SOLE   0 0 154,848
CADENCE DESIGN SYSTEM INC COM 127387108 26,362 274,719 SH   SOLE   0 0 274,719
VEEVA SYS INC CL A COM 922475108 26,359 112,443 SH   SOLE   0 0 112,443
SQUARE INC CL A 852234103 26,060 248,331 SH   SOLE   0 0 248,331
DOCUSIGN INC COM 256163106 25,972 150,818 SH   SOLE   0 0 150,818
TESLA INC COM 88160R101 25,376 23,500 SH   SOLE   0 0 23,500
ZOETIS INC CL A 98978V103 25,144 183,481 SH   SOLE   0 0 183,481
LAUDER ESTEE COS INC CL A 518439104 24,813 131,511 SH   SOLE   0 0 131,511
MCKESSON CORP COM 58155Q103 24,742 161,272 SH   SOLE   0 0 161,272
SOUTHERN CO COM 842587107 24,618 474,792 SH   SOLE   0 0 474,792
LULULEMON ATHLETICA INC COM 550021109 24,558 78,708 SH   SOLE   0 0 78,708
CHURCH & DWIGHT INC COM 171340102 23,924 309,499 SH   SOLE   0 0 309,499
HERSHEY CO COM 427866108 23,599 182,063 SH   SOLE   0 0 182,063
HCA HEALTHCARE INC COM 40412C101 23,477 241,884 SH   SOLE   0 0 241,884
NEWMONT CORP COM 651639106 23,406 379,100 SH   SOLE   0 0 379,100
ELECTRONIC ARTS INC COM 285512109 23,043 174,501 SH   SOLE   0 0 174,501
AUTOZONE INC COM 053332102 22,899 20,298 SH   SOLE   0 0 20,298
SYNOPSYS INC COM 871607107 22,847 117,166 SH   SOLE   0 0 117,166
CITRIX SYS INC COM 177376100 22,711 153,546 SH   SOLE   0 0 153,546
HP INC COM 40434L105 22,523 1,292,215 SH   SOLE   0 0 1,292,215
KROGER CO COM 501044101 22,509 664,957 SH   SOLE   0 0 664,957
LOWES COS INC COM 548661107 22,495 166,483 SH   SOLE   0 0 166,483
DUKE ENERGY CORP NEW COM NEW 26441C204 22,306 279,205 SH   SOLE   0 0 279,205
WASTE MGMT INC DEL COM 94106L109 21,508 203,076 SH   SOLE   0 0 203,076
DOMINION ENERGY INC COM 25746U109 21,435 264,043 SH   SOLE   0 0 264,043
ALEXION PHARMACEUTICALS INC COM 015351109 21,213 189,000 SH   SOLE   0 0 189,000
PRUDENTIAL FINL INC COM 744320102 21,002 344,858 SH   SOLE   0 0 344,858
UNITED PARCEL SERVICE INC CL B 911312106 20,435 183,800 SH   SOLE   0 0 183,800
DATADOG INC CL A COM 23804L103 20,274 233,164 SH   SOLE   0 0 233,164
REGENERON PHARMACEUTICALS COM 75886F107 20,206 32,400 SH   SOLE   0 0 32,400
GRAINGER W W INC COM 384802104 19,625 62,467 SH   SOLE   0 0 62,467
NIKE INC CL B 654106103 19,349 197,334 SH   SOLE   0 0 197,334
MONDELEZ INTL INC CL A 609207105 19,135 374,242 SH   SOLE   0 0 374,242
CROWN CASTLE INTL CORP NEW COM 22822V101 19,057 113,873 SH   SOLE   0 0 113,873
IAC INTERACTIVECORP COM 44919P508 18,059 55,842 SH   SOLE   0 0 55,842
EVERSOURCE ENERGY COM 30040W108 18,037 216,606 SH   SOLE   0 0 216,606
ILLINOIS TOOL WKS INC COM 452308109 18,021 103,063 SH   SOLE   0 0 103,063
RESMED INC COM 761152107 17,974 93,615 SH   SOLE   0 0 93,615
DOMINOS PIZZA INC COM 25754A201 17,774 48,110 SH   SOLE   0 0 48,110
XCEL ENERGY INC COM 98389B100 17,549 280,791 SH   SOLE   0 0 280,791
KLA CORP COM NEW 482480100 17,418 89,563 SH   SOLE   0 0 89,563
EBAY INC. COM 278642103 16,857 321,400 SH   SOLE   0 0 321,400
VIPSHOP HOLDINGS LIMITED SPONSORED ADS A 92763W103 16,320 819,700 SH   SOLE   0 0 819,700
SEAGATE TECHNOLOGY PLC SHS G7945M107 15,713 324,589 SH   SOLE   0 0 324,589
CARRIER GLOBAL CORPORATION COM 14448C104 15,361 691,300 SH   SOLE   0 0 691,300
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 15,071 136,590 SH   SOLE   0 0 136,590
AMERICAN WTR WKS CO INC NEW COM 030420103 15,017 116,718 SH   SOLE   0 0 116,718
HENRY SCHEIN INC COM 806407102 14,702 251,797 SH   SOLE   0 0 251,797
NVR INC COM 62944T105 14,449 4,434 SH   SOLE   0 0 4,434
EXELON CORP COM 30161N101 14,401 396,822 SH   SOLE   0 0 396,822
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 14,344 184,400 SH   SOLE   0 0 184,400
MOLINA HEALTHCARE INC COM 60855R100 14,256 80,100 SH   SOLE   0 0 80,100
INTERCONTINENTAL EXCHANGE IN COM 45866F104 14,201 155,038 SH   SOLE   0 0 155,038
DEXCOM INC COM 252131107 14,108 34,800 SH   SOLE   0 0 34,800
ENTERGY CORP NEW COM 29364G103 13,962 148,838 SH   SOLE   0 0 148,838
PAYCHEX INC COM 704326107 13,926 183,837 SH   SOLE   0 0 183,837
GUARDANT HEALTH INC COM 40131M109 13,831 170,478 SH   SOLE   0 0 170,478
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 13,809 174,671 SH   SOLE   0 0 174,671
CHECK POINT SOFTWARE TECH LT ORD M22465104 13,507 125,729 SH   SOLE   0 0 125,729
QUEST DIAGNOSTICS INC COM 74834L100 13,496 118,425 SH   SOLE   0 0 118,425
TENABLE HLDGS INC COM 88025T102 13,436 450,732 SH   SOLE   0 0 450,732
DIGITAL RLTY TR INC COM 253868103 13,395 94,259 SH   SOLE   0 0 94,259
JONES LANG LASALLE INC COM 48020Q107 13,301 128,557 SH   SOLE   0 0 128,557
TRACTOR SUPPLY CO COM 892356106 13,223 100,336 SH   SOLE   0 0 100,336
FIDELITY NATL INFORMATION SV COM 31620M106 13,033 97,194 SH   SOLE   0 0 97,194
REPUBLIC SVCS INC COM 760759100 13,015 158,621 SH   SOLE   0 0 158,621
WEC ENERGY GROUP INC COM 92939U106 12,934 147,567 SH   SOLE   0 0 147,567
SALESFORCE COM INC COM 79466L302 12,825 68,464 SH   SOLE   0 0 68,464
F5 NETWORKS INC COM 315616102 12,450 89,257 SH   SOLE   0 0 89,257
HORMEL FOODS CORP COM 440452100 12,408 257,049 SH   SOLE   0 0 257,049
HENRY JACK & ASSOC INC COM 426281101 12,184 66,207 SH   SOLE   0 0 66,207
MONSTER BEVERAGE CORP NEW COM 61174X109 12,180 175,712 SH   SOLE   0 0 175,712
CONSOLIDATED EDISON INC COM 209115104 12,173 169,237 SH   SOLE   0 0 169,237
CHARTER COMMUNICATIONS INC N CL A 16119P108 11,833 23,200 SH   SOLE   0 0 23,200
ROLLINS INC COM 775711104 11,831 279,090 SH   SOLE   0 0 279,090
CMS ENERGY CORP COM 125896100 11,819 202,315 SH   SOLE   0 0 202,315
FARFETCH LTD ORD SH CL A 30744W107 11,647 674,395 SH   SOLE   0 0 674,395
HD SUPPLY HLDGS INC COM 40416M105 11,642 335,988 SH   SOLE   0 0 335,988
MASCO CORP COM 574599106 11,525 229,531 SH   SOLE   0 0 229,531
ROSS STORES INC COM 778296103 11,509 135,020 SH   SOLE   0 0 135,020
MCCORMICK & CO INC COM NON VTG 579780206 11,491 64,047 SH   SOLE   0 0 64,047
ROPER TECHNOLOGIES INC COM 776696106 11,479 29,564 SH   SOLE   0 0 29,564
ADVANCED MICRO DEVICES INC COM 007903107 11,401 216,700 SH   SOLE   0 0 216,700
LAS VEGAS SANDS CORP COM 517834107 11,310 248,352 SH   SOLE   0 0 248,352
IDEXX LABS INC COM 45168D104 11,246 34,063 SH   SOLE   0 0 34,063
NETEASE INC SPONSORED ADS 64110W102 11,164 26,000 SH   SOLE   0 0 26,000
AIR PRODS & CHEMS INC COM 009158106 11,155 46,200 SH   SOLE   0 0 46,200
BAXTER INTL INC COM 071813109 11,029 128,100 SH   SOLE   0 0 128,100
SKYWORKS SOLUTIONS INC COM 83088M102 10,954 85,671 SH   SOLE   0 0 85,671
ARROW ELECTRS INC COM 042735100 10,757 156,600 SH   SOLE   0 0 156,600
SNAP ON INC COM 833034101 10,682 77,124 SH   SOLE   0 0 77,124
BOOKING HOLDINGS INC COM 09857L108 10,640 6,682 SH   SOLE   0 0 6,682
NUCOR CORP COM 670346105 10,628 256,652 SH   SOLE   0 0 256,652
PROLOGIS INC. COM 74340W103 10,593 113,500 SH   SOLE   0 0 113,500
UNIVERSAL HLTH SVCS INC CL B 913903100 10,530 113,358 SH   SOLE   0 0 113,358
JD.COM INC SPON ADR CL A 47215P106 10,134 168,400 SH   SOLE   0 0 168,400
DAVITA INC COM 23918K108 9,794 123,756 SH   SOLE   0 0 123,756
WEST PHARMACEUTICAL SVSC INC COM 955306105 9,791 43,100 SH   SOLE   0 0 43,100
ALLIANT ENERGY CORP COM 018802108 9,656 201,837 SH   SOLE   0 0 201,837
STEEL DYNAMICS INC COM 858119100 9,596 367,809 SH   SOLE   0 0 367,809
SBA COMMUNICATIONS CORP NEW CL A 78410G104 9,593 32,200 SH   SOLE   0 0 32,200
NETAPP INC COM 64110D104 9,565 215,563 SH   SOLE   0 0 215,563
3M CO COM 88579Y101 9,476 60,745 SH   SOLE   0 0 60,745
BLACKROCK INC COM 09247X101 9,413 17,300 SH   SOLE   0 0 17,300
FOX CORP CL A COM 35137L105 9,390 350,100 SH   SOLE   0 0 350,100
BERKLEY W R CORP COM 084423102 9,354 163,281 SH   SOLE   0 0 163,281
IHS MARKIT LTD SHS G47567105 8,964 118,735 SH   SOLE   0 0 118,735
MICRON TECHNOLOGY INC COM 595112103 8,954 173,800 SH   SOLE   0 0 173,800
AVALONBAY CMNTYS INC COM 053484101 8,946 57,852 SH   SOLE   0 0 57,852
VERISK ANALYTICS INC COM 92345Y106 8,708 51,162 SH   SOLE   0 0 51,162
MOTOROLA SOLUTIONS INC COM NEW 620076307 8,566 61,127 SH   SOLE   0 0 61,127
NUTANIX INC CL A 67059N108 8,210 346,341 SH   SOLE   0 0 346,341
RALPH LAUREN CORP CL A 751212101 8,203 113,113 SH   SOLE   0 0 113,113
LEAR CORP COM NEW 521865204 8,202 75,231 SH   SOLE   0 0 75,231
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 8,190 50,476 SH   SOLE   0 0 50,476
NORTHROP GRUMMAN CORP COM 666807102 8,055 26,200 SH   SOLE   0 0 26,200
SOUTHWEST AIRLS CO COM 844741108 7,717 225,765 SH   SOLE   0 0 225,765
NASDAQ INC COM 631103108 7,599 63,602 SH   SOLE   0 0 63,602
PUBLIC STORAGE COM 74460D109 7,589 39,547 SH   SOLE   0 0 39,547
ECOLAB INC COM 278865100 7,588 38,139 SH   SOLE   0 0 38,139
VISTRA ENERGY CORP COM 92840M102 7,431 399,100 SH   SOLE   0 0 399,100
METTLER TOLEDO INTERNATIONAL COM 592688105 7,356 9,132 SH   SOLE   0 0 9,132
PINNACLE WEST CAP CORP COM 723484101 7,306 99,684 SH   SOLE   0 0 99,684
MOBILE TELESYSTEMS PJSC SPONSORED ADR 607409109 7,161 779,261 SH   SOLE   0 0 779,261
BORGWARNER INC COM 099724106 7,028 199,100 SH   SOLE   0 0 199,100
MONGODB INC CL A 60937P106 6,937 30,647 SH   SOLE   0 0 30,647
MARKETAXESS HLDGS INC COM 57060D108 6,913 13,800 SH   SOLE   0 0 13,800
AUTODESK INC COM 052769106 6,865 28,700 SH   SOLE   0 0 28,700
PULTE GROUP INC COM 745867101 6,827 200,621 SH   SOLE   0 0 200,621
ALIGN TECHNOLOGY INC COM 016255101 6,780 24,705 SH   SOLE   0 0 24,705
EXPEDITORS INTL WASH INC COM 302130109 6,774 89,091 SH   SOLE   0 0 89,091
CDW CORP COM 12514G108 6,750 58,100 SH   SOLE   0 0 58,100
SMUCKER J M CO COM NEW 832696405 6,592 62,300 SH   SOLE   0 0 62,300
MAXIM INTEGRATED PRODS INC COM 57772K101 6,539 107,889 SH   SOLE   0 0 107,889
ATMOS ENERGY CORP COM 049560105 6,367 63,936 SH   SOLE   0 0 63,936
SLACK TECHNOLOGIES INC COM CL A 83088V102 6,156 198,003 SH   SOLE   0 0 198,003
FORTIVE CORP COM 34959J108 6,143 90,791 SH   SOLE   0 0 90,791
BILL COM HLDGS INC COM 090043100 6,128 67,935 SH   SOLE   0 0 67,935
MOODYS CORP COM 615369105 6,044 22,000 SH   SOLE   0 0 22,000
ALLEGION PLC ORD SHS G0176J109 5,947 58,179 SH   SOLE   0 0 58,179
HOLOGIC INC COM 436440101 5,853 102,682 SH   SOLE   0 0 102,682
KELLOGG CO COM 487836108 5,758 87,157 SH   SOLE   0 0 87,157
COMCAST CORP NEW CL A 20030N101 5,664 145,301 SH   SOLE   0 0 145,301
CBRE GROUP INC CL A 12504L109 5,535 122,400 SH   SOLE   0 0 122,400
SYNCHRONY FINANCIAL COM 87165B103 5,531 249,600 SH   SOLE   0 0 249,600
EQUITY RESIDENTIAL SH BEN INT 29476L107 5,497 93,453 SH   SOLE   0 0 93,453
JUNIPER NETWORKS INC COM 48203R104 5,480 239,723 SH   SOLE   0 0 239,723
ARISTA NETWORKS INC COM 040413106 5,478 26,080 SH   SOLE   0 0 26,080
CAMPBELL SOUP CO COM 134429109 5,474 110,300 SH   SOLE   0 0 110,300
GARMIN LTD SHS H2906T109 5,387 55,253 SH   SOLE   0 0 55,253
EQUIFAX INC COM 294429105 5,387 31,342 SH   SOLE   0 0 31,342
IDEX CORP COM 45167R104 5,383 34,061 SH   SOLE   0 0 34,061
T-MOBILE US INC COM 872590104 5,312 51,000 SH   SOLE   0 0 51,000
MSCI INC COM 55354G100 5,274 15,800 SH   SOLE   0 0 15,800
TERADYNE INC COM 880770102 5,240 62,000 SH   SOLE   0 0 62,000
AGNICO EAGLE MINES LTD COM 008474108 5,227 81,600 SH   SOLE   0 0 81,600
TRANSUNION COM 89400J107 5,151 59,181 SH   SOLE   0 0 59,181
FIRSTENERGY CORP COM 337932107 5,100 131,500 SH   SOLE   0 0 131,500
TALEND S A ADS 874224207 5,077 146,468 SH   SOLE   0 0 146,468
FIRST REP BK SAN FRANCISCO C COM 33616C100 5,003 47,200 SH   SOLE   0 0 47,200
TRIMBLE INC COM 896239100 4,965 114,964 SH   SOLE   0 0 114,964
CENTENE CORP DEL COM 15135B101 4,944 77,800 SH   SOLE   0 0 77,800
CINCINNATI FINL CORP COM 172062101 4,943 77,200 SH   SOLE   0 0 77,200
JOYY INC ADS REPSTG COM A 46591M109 4,939 55,772 SH   SOLE   0 0 55,772
FAIR ISAAC CORP COM 303250104 4,891 11,700 SH   SOLE   0 0 11,700
AGILENT TECHNOLOGIES INC COM 00846U101 4,797 54,284 SH   SOLE   0 0 54,284
MOHAWK INDS INC COM 608190104 4,722 46,400 SH   SOLE   0 0 46,400
CROWDSTRIKE HLDGS INC CL A 22788C105 4,592 45,788 SH   SOLE   0 0 45,788
STRYKER CORPORATION COM 863667101 4,528 25,127 SH   SOLE   0 0 25,127
TELEDYNE TECHNOLOGIES INC COM 879360105 4,229 13,600 SH   SOLE   0 0 13,600
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 4,147 28,000 SH   SOLE   0 0 28,000
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 4,146 16,200 SH   SOLE   0 0 16,200
QORVO INC COM 74736K101 4,001 36,200 SH   SOLE   0 0 36,200
XILINX INC COM 983919101 3,995 40,600 SH   SOLE   0 0 40,600
MODERNA INC COM 60770K107 3,865 60,200 SH   SOLE   0 0 60,200
FORTUNE BRANDS HOME & SEC IN COM 34964C106 3,835 59,983 SH   SOLE   0 0 59,983
SEATTLE GENETICS INC COM 812578102 3,738 22,000 SH   SOLE   0 0 22,000
RINGCENTRAL INC CL A 76680R206 3,734 13,100 SH   SOLE   0 0 13,100
COUPA SOFTWARE INC COM 22266L106 3,685 13,300 SH   SOLE   0 0 13,300
LENNOX INTL INC COM 526107107 3,653 15,680 SH   SOLE   0 0 15,680
ILLUMINA INC COM 452327109 3,616 9,763 SH   SOLE   0 0 9,763
LKQ CORP COM 501889208 3,597 137,300 SH   SOLE   0 0 137,300
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VMWARE INC CL A COM 928563402 2,999 19,366 SH   SOLE   0 0 19,366
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POLARIS INC COM 731068102 1,879 20,306 SH   SOLE   0 0 20,306
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PVH CORPORATION COM 693656100 1,579 32,857 SH   SOLE   0 0 32,857
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EXPEDIA GROUP INC COM NEW 30212P303 1,465 17,820 SH   SOLE   0 0 17,820
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