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
3M CO COM 88579Y101 2,652 24,000 SH   SOLE   24,000 0 0
ABBOTT LABORATORIES COM 002824100 39,111 404,204 SH   SOLE   404,204 0 0
ABBVIE INC COM 00287Y109 69,197 515,588 SH   SOLE   515,588 0 0
ABIOMED INC COM 003654100 2,307 9,389 SH   SOLE   9,389 0 0
ACCENTURE LTD A G1151C101 37,174 144,476 SH   SOLE   144,476 0 0
ACTIVISION INC COM 00507V109 10,820 145,541 SH   SOLE   145,541 0 0
ADOBE SYSTEMS INC COM 00724F101 11,204 40,714 SH   SOLE   40,714 0 0
ADOLPH COORS CO B 60871R209 1,709 35,615 SH   SOLE   35,615 0 0
ADVANCE AUTO PARTS COM 00751Y106 1,871 11,967 SH   SOLE   11,967 0 0
ADVANCED MICRO DEVIC COM 007903107 33,488 528,535 SH   SOLE   528,535 0 0
AFFIRM HOLDINGS INC A 00827B106 719 38,308 SH   SOLE   38,308 0 0
AFLAC INC COM 001055102 9,994 177,825 SH   SOLE   177,825 0 0
AGILENT TECHNOLOGIES COM 00846U101 9,882 81,298 SH   SOLE   81,298 0 0
AIR PRODUCTS & CHEMI COM 009158106 2,017 8,667 SH   SOLE   8,667 0 0
AIRBNB INC A 009066101 735 7,000 SH   SOLE   7,000 0 0
AKAMAI TECHNOLOGIES COM 00971T101 2,541 31,635 SH   SOLE   31,635 0 0
ALBEMARLE CORP COM 012653101 19,300 72,983 SH   SOLE   72,983 0 0
ALCOA INC COM 013872106 1,225 36,399 SH   SOLE   36,399 0 0
ALEXANDRIA REAL ESTA COM 015271109 4,290 30,599 SH   SOLE   30,599 0 0
ALIBABA GROUP HOLDIN COM 01609W102 640 8,000 SH   SOLE   8,000 0 0
ALIGN TECHNOLOGY INC COM 016255101 554 2,674 SH   SOLE   2,674 0 0
ALLEGHANY CORP COM 017175100 2,229 2,655 SH   SOLE   2,655 0 0
ALLEGION PLC COM G0176J109 1,636 18,243 SH   SOLE   18,243 0 0
ALLSTATE CORP/THE COM 020002101 9,352 75,099 SH   SOLE   75,099 0 0
ALLY FINANCIAL INC COM 02005N100 1,774 63,751 SH   SOLE   63,751 0 0
ALNYLAM PHARMACEUTIC COM 02043Q107 4,772 23,842 SH   SOLE   23,842 0 0
AMAZON.COM INC COM 023135106 166,029 1,469,280 SH   SOLE   1,469,280 0 0
AMERCO INC COM 023586100 1,052 2,065 SH   SOLE   2,065 0 0
AMERICAN CAPITAL AGE COM 00123Q104 724 85,929 SH   SOLE   85,929 0 0
AMERICAN EXPRESS CO COM 025816109 5,391 39,960 SH   SOLE   39,960 0 0
AMERICAN FINANCIAL G COM 025932104 1,749 14,226 SH   SOLE   14,226 0 0
AMERICAN HOMES 4 REN A 02665T306 2,026 61,747 SH   SOLE   61,747 0 0
AMERICAN INTERNATION COM 026874784 1,782 37,537 SH   SOLE   37,537 0 0
AMERICAN TOWER CORP COM 03027X100 3,876 18,052 SH   SOLE   18,052 0 0
AMERIPRISE FINANCIAL COM 03076C106 1,126 4,469 SH   SOLE   4,469 0 0
AMERISOURCEBERGEN CO COM 03073E105 7,812 57,726 SH   SOLE   57,726 0 0
AMGEN INC COM 031162100 29,883 132,579 SH   SOLE   132,579 0 0
AMPHENOL CORP A 032095101 14,129 211,002 SH   SOLE   211,002 0 0
AMVESCAP PLC COM G491BT108 923 67,347 SH   SOLE   67,347 0 0
ANALOG DEVICES INC COM 032654105 21,351 153,231 SH   SOLE   153,231 0 0
ANNALY CAPITAL MANAG COM 035710839 2,100 122,401 SH   SOLE   122,401 0 0
ANSYS INC COM 03662Q105 3,613 16,296 SH   SOLE   16,296 0 0
ANTHEM INC COM 036752103 18,803 41,395 SH   SOLE   41,395 0 0
AO SMITH CORP COM 831865209 1,247 25,662 SH   SOLE   25,662 0 0
AON CORP A G0403H108 2,019 7,539 SH   SOLE   7,539 0 0
APPLE COMPUTER INC COM 037833100 318,467 2,304,395 SH   SOLE   2,304,395 0 0
APPLIED MATERIALS IN COM 038222105 16,739 204,311 SH   SOLE   204,311 0 0
APPLOVIN CORP A 03831W108 311 15,947 SH   SOLE   15,947 0 0
APTIV PLC COM G6095L109 932 11,922 SH   SOLE   11,922 0 0
AQUA AMERICA INC COM 29670G102 2,023 48,878 SH   SOLE   48,878 0 0
ARAMARK COM 03852U106 1,426 45,699 SH   SOLE   45,699 0 0
ARCH CAPITAL GROUP L COM G0450A105 3,376 74,132 SH   SOLE   74,132 0 0
ARROW ELECTRONICS IN COM 042735100 1,219 13,227 SH   SOLE   13,227 0 0
ARTHUR J GALLAGHER & COM 363576109 28,420 165,986 SH   SOLE   165,986 0 0
ASSURANT INC COM 04621X108 1,550 10,673 SH   SOLE   10,673 0 0
AT&T CORP COM 00206R102 3,324 216,667 SH   SOLE   216,667 0 0
ATMOS ENERGY CORP COM 049560105 2,741 26,916 SH   SOLE   26,916 0 0
AUTODESK INC COM 052769106 3,051 16,333 SH   SOLE   16,333 0 0
AUTOZONE INC COM 053332102 21,923 10,235 SH   SOLE   10,235 0 0
AVALARA INC COM 05338G106 1,635 17,811 SH   SOLE   17,811 0 0
AVALONBAY COMMUNITIE COM 053484101 1,241 6,738 SH   SOLE   6,738 0 0
AVANTOR INC COM 05352A100 8,318 424,409 SH   SOLE   424,409 0 0
AVERY DENNISON CORP COM 053611109 2,624 16,126 SH   SOLE   16,126 0 0
AXA EQUITABLE HOLDIN COM 29452E101 1,981 75,188 SH   SOLE   75,188 0 0
BALL CORP COM 058498106 3,049 63,108 SH   SOLE   63,108 0 0
BANK OF AMERICA CORP COM 060505104 46,334 1,534,240 SH   SOLE   1,534,240 0 0
BANK OF NEW YORK CO COM 064058100 1,124 29,168 SH   SOLE   29,168 0 0
BAXTER INTERNATIONAL COM 071813109 1,013 18,816 SH   SOLE   18,816 0 0
BB&T CORP COM 89832Q109 1,941 44,573 SH   SOLE   44,573 0 0
BECTON DICKINSON & C COM 075887109 1,946 8,732 SH   SOLE   8,732 0 0
BENTLEY SYSTEMS INC B 08265T208 1,242 40,590 SH   SOLE   40,590 0 0
BERKSHIRE HATHAWAY I COM 084670702 63,953 239,508 SH   SOLE   239,508 0 0
BEST BUY CO INC COM 086516101 2,585 40,816 SH   SOLE   40,816 0 0
BILL.COM HOLDINGS IN COM 090043100 2,451 18,519 SH   SOLE   18,519 0 0
BIO-RAD LABORATORIES A 090572207 1,843 4,418 SH   SOLE   4,418 0 0
BIOGEN IDEC INC COM 09062X103 2,242 8,397 SH   SOLE   8,397 0 0
BIOMARIN PHARMACEUTI COM 09061G101 3,199 37,733 SH   SOLE   37,733 0 0
BLACKROCK INC/NEW YO COM 09247X101 2,751 5,000 SH   SOLE   5,000 0 0
BLACKSTONE GROUP INC COM 09260D107 2,916 34,833 SH   SOLE   34,833 0 0
BORGWARNER INC COM 099724106 1,554 49,500 SH   SOLE   49,500 0 0
BOSTON PROPERTIES IN COM 101121101 3,345 44,618 SH   SOLE   44,618 0 0
BOSTON SCIENTIFIC CO COM 101137107 21,164 546,456 SH   SOLE   546,456 0 0
BRISTOL-MYERS SQUIBB COM 110122108 30,482 428,778 SH   SOLE   428,778 0 0
BROADRIDGE FINANCIAL COM 11133T103 3,450 23,907 SH   SOLE   23,907 0 0
BROOKFIELD RENEWABLE COM G16258108 2,538 81,101 SH   SOLE   81,101 0 0
BROWN & BROWN INC COM 115236101 2,864 47,349 SH   SOLE   47,349 0 0
BUNGE LTD COM G16962105 2,472 29,943 SH   SOLE   29,943 0 0
CABLE ONE INC COM 12685J105 965 1,131 SH   SOLE   1,131 0 0
CADENCE DESIGN SYSTE COM 127387108 8,894 54,419 SH   SOLE   54,419 0 0
CAESARS ENTERTAINMEN COM 12769G100 1,365 42,303 SH   SOLE   42,303 0 0
CAMDEN PROPERTY TRUS COM 133131102 2,472 20,698 SH   SOLE   20,698 0 0
CAMPBELL SOUP CO COM 134429109 1,819 38,604 SH   SOLE   38,604 0 0
CAPITAL ONE FINANCIA COM 14040H105 1,470 15,946 SH   SOLE   15,946 0 0
CARDINAL HEALTH INC COM 14149Y108 5,060 75,883 SH   SOLE   75,883 0 0
CARLISLE COS INC COM 142339100 2,861 10,202 SH   SOLE   10,202 0 0
CARLYLE GROUP INC/TH COM 14316J108 899 34,802 SH   SOLE   34,802 0 0
CARMAX INC COM 143130102 2,087 31,609 SH   SOLE   31,609 0 0
CARNIVAL CORP COM 143658300 1,363 193,919 SH   SOLE   193,919 0 0
CARRIER GLOBAL CORP COM 14448C104 7,012 197,201 SH   SOLE   197,201 0 0
CATALENT INC COM 148806102 2,431 33,598 SH   SOLE   33,598 0 0
CATERPILLAR INC COM 149123101 20,066 122,293 SH   SOLE   122,293 0 0
CB RICHARD ELLIS GRO A 12504L109 5,276 78,150 SH   SOLE   78,150 0 0
CBOE HOLDINGS INC COM 12503M108 2,459 20,955 SH   SOLE   20,955 0 0
CBS CORP COM 92556H206 2,286 120,062 SH   SOLE   120,062 0 0
CCE SPINCO INC COM 538034109 2,567 33,755 SH   SOLE   33,755 0 0
CELANESE CORP COM 150870103 1,931 21,374 SH   SOLE   21,374 0 0
CENTENE CORP COM 15135B101 15,513 199,370 SH   SOLE   199,370 0 0
CENTERPOINT ENERGY I COM 15189T107 3,500 124,217 SH   SOLE   124,217 0 0
CENTURYTEL INC COM 550241103 1,336 183,479 SH   SOLE   183,479 0 0
CERTEGY INC COM 31620M106 4,703 62,240 SH   SOLE   62,240 0 0
CF INDUSTRIES HOLDIN COM 125269100 3,962 41,166 SH   SOLE   41,166 0 0
CH ROBINSON WORLDWID COM 12541W209 2,533 26,301 SH   SOLE   26,301 0 0
CHARLES RIVER LABORA COM 159864107 2,706 13,751 SH   SOLE   13,751 0 0
CHARLES SCHWAB CORP/ COM 808513105 7,515 104,565 SH   SOLE   104,565 0 0
CHARTER COMMUNICATIO A 16119P108 1,097 3,615 SH   SOLE   3,615 0 0
CHENIERE ENERGY INC COM 16411R208 7,489 45,137 SH   SOLE   45,137 0 0
CHEWY INC A 16679L109 564 18,354 SH   SOLE   18,354 0 0
CHICAGO MERCANTILE E COM 12572Q105 13,471 76,050 SH   SOLE   76,050 0 0
CHIPOTLE MEXICAN GRI COM 169656105 1,734 1,154 SH   SOLE   1,154 0 0
CHUBB CORP COM H1467J104 16,151 88,803 SH   SOLE   88,803 0 0
CHURCH & DWIGHT CO I COM 171340102 3,423 47,909 SH   SOLE   47,909 0 0
CINCINNATI FINANCIAL COM 172062101 2,598 29,009 SH   SOLE   29,009 0 0
CINTAS CORP COM 172908105 1,941 5,000 SH   SOLE   5,000 0 0
CISCO SYSTEMS INC COM 17275R102 35,624 890,610 SH   SOLE   890,610 0 0
CITIGROUP INC COM 172967424 3,472 83,333 SH   SOLE   83,333 0 0
CITIZENS FINANCIAL G COM 174610105 4,335 126,150 SH   SOLE   126,150 0 0
CITRIX SYSTEMS INC COM 177376100 2,595 24,980 SH   SOLE   24,980 0 0
CLARIVATE PLC COM G21810109 560 59,662 SH   SOLE   59,662 0 0
CLEVELAND-CLIFFS INC COM 185899101 1,395 103,553 SH   SOLE   103,553 0 0
CLOROX CO COM 189054109 3,118 24,289 SH   SOLE   24,289 0 0
COCA-COLA CO/THE COM 191216100 49,127 876,961 SH   SOLE   876,961 0 0
COGNEX CORP COM 192422103 1,421 34,286 SH   SOLE   34,286 0 0
COMCAST CORP A 20030N101 10,494 357,792 SH   SOLE   357,792 0 0
CONAGRA FOODS INC COM 205887102 3,205 98,235 SH   SOLE   98,235 0 0
CONSTELLATION BRANDS A 21036P108 2,681 11,672 SH   SOLE   11,672 0 0
CONSTELLATION ENERGY COM 21037T109 5,363 64,471 SH   SOLE   64,471 0 0
COOPER COS INC/THE COM 216648402 2,571 9,741 SH   SOLE   9,741 0 0
COPART INC COM 217204106 19,198 180,428 SH   SOLE   180,428 0 0
COSTAR GROUP INC COM 22160N109 7,649 109,824 SH   SOLE   109,824 0 0
COSTCO WHOLESALE COR COM 22160K105 29,462 62,383 SH   SOLE   62,383 0 0
CROWN CASTLE INTERNA COM 22822V101 1,501 10,386 SH   SOLE   10,386 0 0
CROWN HOLDINGS INC COM 228368106 1,966 24,262 SH   SOLE   24,262 0 0
CSX CORP COM 126408103 8,288 311,105 SH   SOLE   311,105 0 0
CUMMINS INC COM 231021106 10,321 50,717 SH   SOLE   50,717 0 0
CVS CORP COM 126650100 17,474 183,224 SH   SOLE   183,224 0 0
DANAHER CORP COM 235851102 29,970 116,034 SH   SOLE   116,034 0 0
DARDEN RESTAURANTS I COM 237194105 3,109 24,615 SH   SOLE   24,615 0 0
DARLING INTERNATIONA COM 237266101 8,269 125,000 SH   SOLE   125,000 0 0
DAVITA INC COM 23918K108 927 11,201 SH   SOLE   11,201 0 0
DEERE & CO COM 244199105 26,596 79,654 SH   SOLE   79,654 0 0
DENTSPLY INTERNATION COM 24906P109 1,275 44,982 SH   SOLE   44,982 0 0
DEXCOM INC COM 252131107 1,119 13,896 SH   SOLE   13,896 0 0
DIGITAL REALTY TRUST COM 253868103 1,006 10,141 SH   SOLE   10,141 0 0
DISCOVER FINANCIAL S COM 254709108 5,999 65,977 SH   SOLE   65,977 0 0
DOLLAR GENERAL CORP COM 256677105 20,891 87,097 SH   SOLE   87,097 0 0
DOLLAR TREE STORES I COM 256746108 2,812 20,659 SH   SOLE   20,659 0 0
DOMINION RESOURCES I COM 25746U109 1,794 25,954 SH   SOLE   25,954 0 0
DOMINO'S PIZZA INC COM 25754A201 2,206 7,113 SH   SOLE   7,113 0 0
DOWDUPONT INC COM 26614N102 1,027 20,372 SH   SOLE   20,372 0 0
DOVER CORP COM 260003108 3,705 31,780 SH   SOLE   31,780 0 0
DR HORTON INC COM 23331A109 4,445 65,997 SH   SOLE   65,997 0 0
DR PEPPER SNAPPLE GR COM 49271V100 13,728 383,258 SH   SOLE   383,258 0 0
DROPBOX INC A 26210C104 1,198 57,821 SH   SOLE   57,821 0 0
DYNATRACE INC COM 268150109 3,906 112,213 SH   SOLE   112,213 0 0
EASTMAN CHEMICAL CO COM 277432100 1,807 25,434 SH   SOLE   25,434 0 0
EATON CORP COM G29183103 24,071 180,496 SH   SOLE   180,496 0 0
ECHOSTAR COMMUNICATI A 25470M109 676 48,906 SH   SOLE   48,906 0 0
ECOLAB INC COM 278865100 3,830 26,518 SH   SOLE   26,518 0 0
EDISON INTERNATIONAL COM 281020107 5,595 98,882 SH   SOLE   98,882 0 0
EDWARDS LIFESCIENCES COM 28176E108 5,115 61,906 SH   SOLE   61,906 0 0
ELANCO ANIMAL HEALTH COM 28414H103 1,045 84,203 SH   SOLE   84,203 0 0
ELECTRONIC ARTS INC COM 285512109 17,384 150,241 SH   SOLE   150,241 0 0
ELI LILLY & CO COM 532457108 28,594 88,431 SH   SOLE   88,431 0 0
EMERSON ELECTRIC CO COM 291011104 11,477 156,744 SH   SOLE   156,744 0 0
ENTEGRIS INC COM 29362U104 2,317 27,905 SH   SOLE   27,905 0 0
ENTERGY CORP COM 29364G103 5,482 54,481 SH   SOLE   54,481 0 0
EQUIFAX INC COM 294429105 5,877 34,281 SH   SOLE   34,281 0 0
EQUINIX INC COM 29444U700 4,382 7,703 SH   SOLE   7,703 0 0
EQUITABLE RESOURCES COM 26884L109 2,675 65,632 SH   SOLE   65,632 0 0
EQUITY LIFESTYLE PRO COM 29472R108 2,260 35,960 SH   SOLE   35,960 0 0
EQUITY RESIDENTIAL COM 29476L107 1,318 19,611 SH   SOLE   19,611 0 0
ERIE INDEMNITY CO A 29530P102 1,167 5,250 SH   SOLE   5,250 0 0
ESSEX PROPERTY TRUST COM 297178105 4,001 16,517 SH   SOLE   16,517 0 0
ESTEE LAUDER COS INC A 518439104 7,009 32,464 SH   SOLE   32,464 0 0
ETSY INC COM 29786A106 2,450 24,469 SH   SOLE   24,469 0 0
EVEREST RE GROUP LTD COM G3223R108 2,043 7,783 SH   SOLE   7,783 0 0
EXACT SCIENCES CORP COM 30063P105 1,150 35,386 SH   SOLE   35,386 0 0
EXELON CORP COM 30161N101 10,913 291,335 SH   SOLE   291,335 0 0
EXPEDIA INC COM 30212P303 17,356 185,251 SH   SOLE   185,251 0 0
EXPEDITORS INTERNATI COM 302130109 2,924 33,105 SH   SOLE   33,105 0 0
EXTRA SPACE STORAGE COM 30225T102 4,577 26,499 SH   SOLE   26,499 0 0
F5 NETWORKS INC COM 315616102 1,654 11,426 SH   SOLE   11,426 0 0
FACEBOOK INC A 30303M102 55,987 412,639 SH   SOLE   412,639 0 0
FACTSET RESEARCH SYS COM 303075105 2,992 7,479 SH   SOLE   7,479 0 0
FAIR ISAAC CORP COM 303250104 2,108 5,117 SH   SOLE   5,117 0 0
FASTENAL CO COM 311900104 7,009 152,227 SH   SOLE   152,227 0 0
FEDEX CORP COM 31428X106 1,412 9,511 SH   SOLE   9,511 0 0
FIDELITY NATIONAL FI COM 31620R303 1,905 52,625 SH   SOLE   52,625 0 0
FIFTH THIRD BANCORP COM 316773100 5,538 173,275 SH   SOLE   173,275 0 0
FIRST CITIZENS BANCS A 31946M103 1,889 2,369 SH   SOLE   2,369 0 0
FIRST REPUBLIC BANK/ COM 33616C100 11,156 85,452 SH   SOLE   85,452 0 0
FISERV INC COM 337738108 16,278 173,970 SH   SOLE   173,970 0 0
FLEETCOR TECHNOLOGIE COM 339041105 3,525 20,008 SH   SOLE   20,008 0 0
FMC CORP COM 302491303 4,471 42,299 SH   SOLE   42,299 0 0
FORD MOTOR CO COM 345370860 1,571 140,242 SH   SOLE   140,242 0 0
FORTINET INC COM 34959E109 2,006 40,835 SH   SOLE   40,835 0 0
FORTUNE BRANDS HOME COM 34964C106 1,386 25,814 SH   SOLE   25,814 0 0
FPL GROUP INC COM 65339F101 70,774 902,618 SH   SOLE   902,618 0 0
FRANKLIN RESOURCES I COM 354613101 1,274 59,194 SH   SOLE   59,194 0 0
GAMING AND LEISURE P COM 36467J108 2,230 50,417 SH   SOLE   50,417 0 0
GARMIN LTD COM H2906T109 2,449 30,489 SH   SOLE   30,489 0 0
GARTNER INC COM 366651107 5,687 20,553 SH   SOLE   20,553 0 0
GENERAC HOLDINGS INC COM 368736104 2,402 13,482 SH   SOLE   13,482 0 0
GENERAL MILLS INC COM 370334104 1,900 24,801 SH   SOLE   24,801 0 0
GENERAL MOTORS CORP COM 37045V100 2,953 92,025 SH   SOLE   92,025 0 0
GENUINE PARTS CO COM 372460105 5,804 38,870 SH   SOLE   38,870 0 0
GILEAD SCIENCES INC COM 375558103 2,581 41,841 SH   SOLE   41,841 0 0
GLOBAL PAYMENTS INC COM 37940X102 12,215 113,046 SH   SOLE   113,046 0 0
GODADDY INC A 380237107 2,263 31,921 SH   SOLE   31,921 0 0
GOLDMAN SACHS GROUP COM 38141G104 5,486 18,719 SH   SOLE   18,719 0 0
GOOGLE INC C 02079K107 41,514 431,760 SH   SOLE   431,760 0 0
GOOGLE INC A 02079K305 115,207 1,204,460 SH   SOLE   1,204,460 0 0
HALLIBURTON CO COM 406216101 4,382 177,998 SH   SOLE   177,998 0 0
HARTFORD FINANCIAL S COM 416515104 15,735 254,039 SH   SOLE   254,039 0 0
HASBRO INC COM 418056107 13,296 197,216 SH   SOLE   197,216 0 0
HCA INC COM 40412C101 1,586 8,630 SH   SOLE   8,630 0 0
HCP INC COM 42250P103 2,439 106,426 SH   SOLE   106,426 0 0
HDFC BANK LTD COM 40415F101 2,220 38,000 SH   SOLE   38,000 0 0
HEALTH CARE REIT INC COM 95040Q104 22,823 354,835 SH   SOLE   354,835 0 0
HEALTHCARE REALTY TR COM 42226K105 1,549 74,283 SH   SOLE   74,283 0 0
HEICO CORP COM 422806109 1,989 13,813 SH   SOLE   13,813 0 0
HEICO CORP A 422806208 2,457 21,434 SH   SOLE   21,434 0 0
HENRY SCHEIN INC COM 806407102 1,782 27,096 SH   SOLE   27,096 0 0
HERSHEY FOODS CORP COM 427866108 1,470 6,667 SH   SOLE   6,667 0 0
HEWLETT PACKARD ENTE COM 42824C109 3,074 256,571 SH   SOLE   256,571 0 0
HOLOGIC INC COM 436440101 3,175 49,213 SH   SOLE   49,213 0 0
HOME DEPOT INC COM 437076102 56,817 205,904 SH   SOLE   205,904 0 0
HORIZON PHARMA INC COM G46188101 2,853 46,091 SH   SOLE   46,091 0 0
HOST MARRIOTT CORP COM 44107P104 3,533 222,456 SH   SOLE   222,456 0 0
HOWMET AEROSPACE INC COM 443201108 3,252 105,148 SH   SOLE   105,148 0 0
HUBSPOT INC COM 443573100 2,419 8,955 SH   SOLE   8,955 0 0
HUMANA INC COM 444859102 10,011 20,634 SH   SOLE   20,634 0 0
HUNTINGTON BANCSHARE COM 446150104 4,890 371,005 SH   SOLE   371,005 0 0
IDEX CORP COM 45167R104 3,133 15,675 SH   SOLE   15,675 0 0
IDEXX LABORATORIES I COM 45168D104 2,672 8,200 SH   SOLE   8,200 0 0
ILLINOIS TOOL WORKS COM 452308109 1,626 9,000 SH   SOLE   9,000 0 0
ILLUMINA INC COM 452327109 1,069 5,604 SH   SOLE   5,604 0 0
INCYTE CORP COM 45337C102 2,476 37,155 SH   SOLE   37,155 0 0
INGERSOLL-RAND CO COM 45687V106 4,689 108,401 SH   SOLE   108,401 0 0
INSULET CORP COM 45784P101 3,139 13,683 SH   SOLE   13,683 0 0
INTEL CORP COM 458140100 3,063 118,842 SH   SOLE   118,842 0 0
INTERCONTINENTALEXCH COM 45866F104 5,481 60,667 SH   SOLE   60,667 0 0
INTERNATIONAL BUSINE COM 459200101 8,161 68,687 SH   SOLE   68,687 0 0
INTERNATIONAL FLAVOR COM 459506101 991 10,907 SH   SOLE   10,907 0 0
INTERNATIONAL PAPER COM 460146103 2,078 65,551 SH   SOLE   65,551 0 0
INTERPUBLIC GROUP OF COM 460690100 3,131 122,318 SH   SOLE   122,318 0 0
INTUIT INC COM 461202103 35,362 91,300 SH   SOLE   91,300 0 0
INTUITIVE SURGICAL I COM 46120E602 3,702 19,749 SH   SOLE   19,749 0 0
INVITATION HOMES INC COM 46187W107 4,006 118,638 SH   SOLE   118,638 0 0
IRON MOUNTAIN INC COM 46284V101 2,516 57,225 SH   SOLE   57,225 0 0
JACK HENRY & ASSOCIA COM 426281101 2,621 14,379 SH   SOLE   14,379 0 0
JACOBS ENGINEERING G COM 46982L108 2,751 25,357 SH   SOLE   25,357 0 0
JAZZ PHARMACEUTICALS COM G50871105 1,639 12,298 SH   SOLE   12,298 0 0
JB HUNT TRANSPORT SE COM 445658107 2,754 17,604 SH   SOLE   17,604 0 0
JM SMUCKER CO/THE COM 832696405 2,941 21,403 SH   SOLE   21,403 0 0
JOHNSON & JOHNSON COM 478160104 62,109 380,199 SH   SOLE   380,199 0 0
JOHNSON CONTROLS INC COM G51502105 1,819 36,962 SH   SOLE   36,962 0 0
JPMORGAN CHASE & CO COM 46625H100 55,529 531,375 SH   SOLE   531,375 0 0
JUNIPER NETWORKS INC COM 48203R104 1,797 68,793 SH   SOLE   68,793 0 0
KELLOGG CO COM 487836108 3,483 50,007 SH   SOLE   50,007 0 0
KEYCORP COM 493267108 3,958 247,085 SH   SOLE   247,085 0 0
KEYSIGHT TECHNOLOGIE COM 49338L103 24,592 156,279 SH   SOLE   156,279 0 0
KIMCO REALTY CORP COM 49446R109 2,285 124,120 SH   SOLE   124,120 0 0
KKR & CO INC COM 48251W104 5,637 131,099 SH   SOLE   131,099 0 0
KLA-TENCOR CORP COM 482480100 5,381 17,782 SH   SOLE   17,782 0 0
KNIGHT TRANSPORTATIO A 499049104 1,594 32,579 SH   SOLE   32,579 0 0
KRAFT HEINZ CO/THE COM 500754106 1,444 43,308 SH   SOLE   43,308 0 0
KROGER CO/THE COM 501044101 1,267 28,949 SH   SOLE   28,949 0 0
LABORATORY CORP OF A COM 50540R409 3,645 17,795 SH   SOLE   17,795 0 0
LAM RESEARCH CORP COM 512807108 1,719 4,698 SH   SOLE   4,698 0 0
LAS VEGAS SANDS CORP COM 517834107 1,188 31,663 SH   SOLE   31,663 0 0
LEAR CORP COM 521865204 1,412 11,797 SH   SOLE   11,797 0 0
LENNAR CORP A 526057104 4,680 62,779 SH   SOLE   62,779 0 0
LENNOX INTERNATIONAL COM 526107107 1,420 6,378 SH   SOLE   6,378 0 0
LIBERTY GLOBAL INC C G5480U120 10,143 614,755 SH   SOLE   614,755 0 0
LIBERTY MEDIA CORP COM 540424108 2,875 57,681 SH   SOLE   57,681 0 0
LIBERTY MEDIA INTERN A G5480U104 387 24,813 SH   SOLE   24,813 0 0
LIBERTY SIRIUSXM GRO COM 531229607 1,230 32,622 SH   SOLE   32,622 0 0
LINCOLN NATIONAL COR COM 534187109 1,415 32,236 SH   SOLE   32,236 0 0
LKQ CORP COM 501889208 2,500 53,024 SH   SOLE   53,024 0 0
LOWE'S COS INC COM 548661107 13,046 69,464 SH   SOLE   69,464 0 0
LPL INVESTMENT HOLDI COM 50212V100 3,433 15,711 SH   SOLE   15,711 0 0
LTD BRANDS COM 070830104 1,534 47,064 SH   SOLE   47,064 0 0
LULULEMON ATHLETICA COM 550021109 1,083 3,875 SH   SOLE   3,875 0 0
LYFT INC COM 55087P104 585 44,455 SH   SOLE   44,455 0 0
M&T BANK CORP COM 55261F104 7,685 43,584 SH   SOLE   43,584 0 0
MARKEL CORP COM 570535104 2,904 2,678 SH   SOLE   2,678 0 0
MARKETAXESS HOLDINGS COM 57060D108 1,657 7,448 SH   SOLE   7,448 0 0
MARRIOTT INTERNATION A 571903202 3,088 22,032 SH   SOLE   22,032 0 0
MARSH & MCLENNAN COS COM 571748102 3,081 20,641 SH   SOLE   20,641 0 0
MARTIN MARIETTA MATE COM 573284106 7,024 21,807 SH   SOLE   21,807 0 0
MARVELL TECHNOLOGY G COM 573874104 9,655 225,000 SH   SOLE   225,000 0 0
MASCO CORP COM 574599106 2,174 46,561 SH   SOLE   46,561 0 0
MASIMO CORP COM 574795100 1,532 10,852 SH   SOLE   10,852 0 0
MASTERCARD INC A 57636Q104 40,332 141,845 SH   SOLE   141,845 0 0
MCCORMICK & CO INC COM 579780206 3,655 51,283 SH   SOLE   51,283 0 0
MCDONALD'S CORP COM 580135101 17,182 74,465 SH   SOLE   74,465 0 0
MCGRAW-HILL COS INC/ COM 78409V104 19,437 63,656 SH   SOLE   63,656 0 0
MCKESSON CORP COM 58155Q103 24,696 72,664 SH   SOLE   72,664 0 0
MEDICAL PROPERTIES T COM 58463J304 1,463 123,396 SH   SOLE   123,396 0 0
MEDTRONIC INC COM G5960L103 3,357 41,569 SH   SOLE   41,569 0 0
MERCK & CO INC COM 58933Y105 38,411 446,016 SH   SOLE   446,016 0 0
METLIFE INC COM 59156R108 15,507 255,126 SH   SOLE   255,126 0 0
METRO-GOLDWYN-MAYER COM 552953101 1,999 67,262 SH   SOLE   67,262 0 0
METROPCS COMMUNICATI COM 872590104 29,213 217,729 SH   SOLE   217,729 0 0
METTLER TOLEDO INTER COM 592688105 5,639 5,201 SH   SOLE   5,201 0 0
MICROCHIP TECHNOLOGY COM 595017104 1,950 31,958 SH   SOLE   31,958 0 0
MICRON TECHNOLOGY IN COM 595112103 1,880 37,517 SH   SOLE   37,517 0 0
MICROSOFT CORP COM 594918104 265,263 1,138,957 SH   SOLE   1,138,957 0 0
MID-AMERICA APARTMEN COM 59522J103 3,532 22,779 SH   SOLE   22,779 0 0
MODERNA INC COM 60770K107 1,350 11,418 SH   SOLE   11,418 0 0
MOHAWK INDUSTRIES IN COM 608190104 990 10,852 SH   SOLE   10,852 0 0
MOLINA HEALTHCARE IN COM 60855R100 3,821 11,584 SH   SOLE   11,584 0 0
MONDELEZ INTERNATION A 609207105 4,572 83,384 SH   SOLE   83,384 0 0
MONGODB INC A 60937P106 2,667 13,431 SH   SOLE   13,431 0 0
MONOLITHIC POWER SYS COM 609839105 3,263 8,978 SH   SOLE   8,978 0 0
MOODY'S CORP COM 615369105 4,140 17,031 SH   SOLE   17,031 0 0
MORGAN STANLEY COM 617446448 36,725 464,817 SH   SOLE   464,817 0 0
MOSAIC CO/THE COM 61945C103 3,453 71,436 SH   SOLE   71,436 0 0
MSCI INC COM 55354G100 1,012 2,399 SH   SOLE   2,399 0 0
NASDAQ STOCK MARKET COM 631103108 3,868 68,245 SH   SOLE   68,245 0 0
NETFLIX INC COM 64110L106 17,747 75,377 SH   SOLE   75,377 0 0
NETWORK APPLIANCE IN COM 64110D104 2,627 42,469 SH   SOLE   42,469 0 0
NEUROCRINE BIOSCIENC COM 64125C109 2,066 19,449 SH   SOLE   19,449 0 0
NEWELL RUBBERMAID IN COM 651229106 1,098 79,064 SH   SOLE   79,064 0 0
NEWMONT MINING CORP COM 651639106 1,277 30,375 SH   SOLE   30,375 0 0
NEWS CORP CLASS A A 65249B109 1,158 76,661 SH   SOLE   76,661 0 0
NIKE INC B 654106103 16,212 195,041 SH   SOLE   195,041 0 0
NORDSON CORP COM 655663102 2,291 10,795 SH   SOLE   10,795 0 0
NORFOLK SOUTHERN COR COM 655844108 3,458 16,492 SH   SOLE   16,492 0 0
NORTHERN TRUST CORP COM 665859104 875 10,221 SH   SOLE   10,221 0 0
NORTONLIFELOCK INC COM 668771108 2,305 114,471 SH   SOLE   114,471 0 0
NUCOR CORP COM 670346105 1,565 14,627 SH   SOLE   14,627 0 0
NVIDIA CORP COM 67066G104 24,197 199,329 SH   SOLE   199,329 0 0
NVR INC COM 62944T105 2,356 591 SH   SOLE   591 0 0
NXP SEMICONDUCTOR NV COM N6596X109 26,216 177,726 SH   SOLE   177,726 0 0
OKTA INC A 679295105 1,692 29,749 SH   SOLE   29,749 0 0
OLD DOMINION FREIGHT COM 679580100 5,397 21,693 SH   SOLE   21,693 0 0
OMNICOM GROUP COM 681919106 18,161 287,864 SH   SOLE   287,864 0 0
ON SEMICONDUCTOR COR COM 682189105 28,470 456,769 SH   SOLE   456,769 0 0
ONEOK INC COM 682680103 4,516 88,136 SH   SOLE   88,136 0 0
ORACLE CORP COM 68389X105 22,263 364,552 SH   SOLE   364,552 0 0
OTIS WORLDWIDE CORP COM 68902V107 1,120 17,551 SH   SOLE   17,551 0 0
OWENS CORNING INC COM 690742101 1,732 22,030 SH   SOLE   22,030 0 0
PACCAR INC COM 693718108 1,757 21,000 SH   SOLE   21,000 0 0
PACKAGING CORP OF AM COM 695156109 2,076 18,491 SH   SOLE   18,491 0 0
PALO ALTO NETWORKS I COM 697435105 4,840 29,550 SH   SOLE   29,550 0 0
PARAMETRIC TECHNOLOG COM 69370C100 2,385 22,797 SH   SOLE   22,797 0 0
PARKER HANNIFIN CORP COM 701094104 2,266 9,352 SH   SOLE   9,352 0 0
PAYCOM SOFTWARE INC COM 70432V102 3,202 9,703 SH   SOLE   9,703 0 0
PAYPAL HOLDINGS INC COM 70450Y103 26,141 303,721 SH   SOLE   303,721 0 0
PENTAIR INC COM 46137V845 1,219 30,011 SH   SOLE   30,011 0 0
PEPSICO INC COM 713448108 58,245 356,765 SH   SOLE   356,765 0 0
PERKINELMER INC COM 714046109 2,995 24,894 SH   SOLE   24,894 0 0
PFIZER INC COM 717081103 38,150 871,801 SH   SOLE   871,801 0 0
PG&E CORP COM 69331C108 3,677 294,159 SH   SOLE   294,159 0 0
PINTEREST INC A 72352L106 2,642 113,412 SH   SOLE   113,412 0 0
PNC FINANCIAL SERVIC COM 693475105 9,773 65,405 SH   SOLE   65,405 0 0
POOL CORP COM 73278L105 2,531 7,954 SH   SOLE   7,954 0 0
PPG INDUSTRIES INC COM 693506107 1,365 12,333 SH   SOLE   12,333 0 0
PRICELINE.COM INC COM 09857L108 26,084 15,874 SH   SOLE   15,874 0 0
PRINCIPAL FINANCIAL COM 74251V102 5,174 71,709 SH   SOLE   71,709 0 0
PROCTER & GAMBLE CO COM 742718109 55,284 437,892 SH   SOLE   437,892 0 0
PROGRESSIVE CORP/THE COM 743315103 11,425 98,312 SH   SOLE   98,312 0 0
PROLOGIS COM 74340W103 5,006 49,269 SH   SOLE   49,269 0 0
PRUDENTIAL FINANCIAL COM 744320102 1,954 22,785 SH   SOLE   22,785 0 0
PUBLIC STORAGE INC COM 74460D109 1,453 4,961 SH   SOLE   4,961 0 0
PULTE HOMES INC COM 745867101 1,638 43,671 SH   SOLE   43,671 0 0
QUALCOMM INC COM 747525103 30,525 270,182 SH   SOLE   270,182 0 0
QUANTA SERVICES INC COM 74762E102 4,593 36,051 SH   SOLE   36,051 0 0
QUEST DIAGNOSTICS COM 74834L100 2,702 22,022 SH   SOLE   22,022 0 0
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RAYMOND JAMES FINANC COM 754730109 3,791 38,363 SH   SOLE   38,363 0 0
REALTY INCOME CORP COM 756109104 1,438 24,703 SH   SOLE   24,703 0 0
REGENCY CENTERS CORP COM 758849103 2,628 48,802 SH   SOLE   48,802 0 0
REGENERON PHARMACEUT COM 75886F107 18,080 26,246 SH   SOLE   26,246 0 0
REGIONS FINANCIAL CO COM 7591EP100 5,402 269,152 SH   SOLE   269,152 0 0
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RESMED INC COM 761152107 1,031 4,725 SH   SOLE   4,725 0 0
RINGCENTRAL INC A 76680R206 677 16,954 SH   SOLE   16,954 0 0
ROBERT HALF INTERNAT COM 770323103 2,275 29,743 SH   SOLE   29,743 0 0
ROBLOX CORP A 771049103 3,602 100,505 SH   SOLE   100,505 0 0
ROCKWELL AUTOMATION COM 773903109 1,348 6,267 SH   SOLE   6,267 0 0
ROLLINS INC COM 775711104 2,352 67,820 SH   SOLE   67,820 0 0
ROPER INDUSTRIES INC COM 776696106 2,432 6,762 SH   SOLE   6,762 0 0
ROSS STORES INC COM 778296103 1,375 16,317 SH   SOLE   16,317 0 0
ROYAL CARIBBEAN CRUI COM V7780T103 1,716 45,282 SH   SOLE   45,282 0 0
ROYALTY PHARMA PLC A G7709Q104 2,761 68,725 SH   SOLE   68,725 0 0
SALESFORCE.COM INC COM 79466L302 24,480 170,188 SH   SOLE   170,188 0 0
SBA COMMUNICATIONS C A 78410G104 1,231 4,323 SH   SOLE   4,323 0 0
SEAGATE TECHNOLOGY COM G7997R103 2,147 40,327 SH   SOLE   40,327 0 0
SEALED AIR CORP COM 81211K100 1,386 31,141 SH   SOLE   31,141 0 0
SEI INVESTMENTS CO COM 784117103 1,187 24,193 SH   SOLE   24,193 0 0
SEMPRA ENERGY COM 816851109 1,960 13,074 SH   SOLE   13,074 0 0
SHERWIN-WILLIAMS CO/ COM 824348106 4,531 22,131 SH   SOLE   22,131 0 0
SIGNATURE BANK/NEW Y COM 82669G104 1,884 12,478 SH   SOLE   12,478 0 0
SIMON PROPERTY GROUP COM 828806109 1,323 14,742 SH   SOLE   14,742 0 0
SKYWORKS SOLUTIONS I COM 83088M102 4,190 49,142 SH   SOLE   49,142 0 0
SNAP-ON INC COM 833034101 2,121 10,533 SH   SOLE   10,533 0 0
SOCIEDAD QUIMICA Y M COM 833635105 8,978 98,926 SH   SOLE   98,926 0 0
SPDR TRUST SERIES 1 COM 78462F103 227,398 636,648 SH   SOLE   636,648 0 0
SPLUNK INC COM 848637104 2,388 31,752 SH   SOLE   31,752 0 0
SS&C TECHNOLOGIES IN COM 78467J100 2,944 61,657 SH   SOLE   61,657 0 0
STANLEY WORKS/THE COM 854502101 604 8,034 SH   SOLE   8,034 0 0
STARBUCKS CORP COM 855244109 3,373 40,027 SH   SOLE   40,027 0 0
STATE STREET CORP COM 857477103 944 15,530 SH   SOLE   15,530 0 0
STEEL DYNAMICS INC COM 858119100 2,642 37,236 SH   SOLE   37,236 0 0
STRYKER CORP COM 863667101 4,106 20,272 SH   SOLE   20,272 0 0
SUN COMMUNITIES INC COM 866674104 3,228 23,852 SH   SOLE   23,852 0 0
SVB FINANCIAL GROUP COM 78486Q101 7,106 21,162 SH   SOLE   21,162 0 0
SYNCHRONY FINANCIAL COM 87165B103 3,542 125,632 SH   SOLE   125,632 0 0
SYNOPSYS INC COM 871607107 17,076 55,894 SH   SOLE   55,894 0 0
SYSCO CORP COM 871829107 2,559 36,195 SH   SOLE   36,195 0 0
TAKE-TWO INTERACTIVE COM 874054109 6,457 59,243 SH   SOLE   59,243 0 0
TARGA RESOURCES CORP COM 87612G101 2,579 42,742 SH   SOLE   42,742 0 0
TARGET CORP COM 87612E106 22,281 150,152 SH   SOLE   150,152 0 0
TECHNE CORP COM 09073M104 2,001 7,045 SH   SOLE   7,045 0 0
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TELEFLEX INC COM 879369106 1,955 9,703 SH   SOLE   9,703 0 0
TERADYNE INC COM 880770102 2,390 31,806 SH   SOLE   31,806 0 0
TESLA MOTORS INC COM 88160R101 79,709 300,507 SH   SOLE   300,507 0 0
TEXAS INSTRUMENTS IN COM 882508104 3,250 21,000 SH   SOLE   21,000 0 0
TEXAS PACIFIC LAND C COM 88262P102 2,172 1,222 SH   SOLE   1,222 0 0
THERMO ELECTRON CORP COM 883556102 41,452 81,729 SH   SOLE   81,729 0 0
TJX COS INC COM 872540109 22,412 360,793 SH   SOLE   360,793 0 0
TORCHMARK CORP COM 37959E102 1,741 17,462 SH   SOLE   17,462 0 0
TRACTOR SUPPLY CO COM 892356106 3,936 21,173 SH   SOLE   21,173 0 0
TRADE DESK INC/THE A 88339J105 5,213 87,243 SH   SOLE   87,243 0 0
TRANE TECHNOLOGIES P COM G8994E103 5,225 36,079 SH   SOLE   36,079 0 0
TRIMBLE NAVIGATION L COM 896239100 2,682 49,424 SH   SOLE   49,424 0 0
TSMC COM 874039100 4,843 70,643 SH   SOLE   70,643 0 0
TYCO ELECTRONICS LTD COM H84989104 15,742 142,639 SH   SOLE   142,639 0 0
TYLER TECHNOLOGIES I COM 902252105 2,921 8,405 SH   SOLE   8,405 0 0
TYSON FOODS INC A 902494103 1,005 15,247 SH   SOLE   15,247 0 0
UBER TECHNOLOGIES IN COM 90353T100 1,422 53,651 SH   SOLE   53,651 0 0
UDR INC COM 902653104 3,551 85,140 SH   SOLE   85,140 0 0
UGI CORP COM 902681105 2,794 86,425 SH   SOLE   86,425 0 0
ULTA SALON COSMETICS COM 90384S303 4,103 10,226 SH   SOLE   10,226 0 0
UNION PACIFIC CORP COM 907818108 23,403 120,126 SH   SOLE   120,126 0 0
UNITED PARCEL SERVIC B 911312106 17,063 105,625 SH   SOLE   105,625 0 0
UNITED RENTALS INC COM 911363109 5,892 21,813 SH   SOLE   21,813 0 0
UNITEDHEALTH GROUP I COM 91324P102 89,346 176,908 SH   SOLE   176,908 0 0
UNITY SOFTWARE INC COM 91332U101 1,210 37,970 SH   SOLE   37,970 0 0
UNIVERSAL HEALTH SER B 913903100 1,177 13,345 SH   SOLE   13,345 0 0
VAIL RESORTS INC COM 91879Q109 1,581 7,330 SH   SOLE   7,330 0 0
WALGREEN CO COM 931427108 1,025 32,629 SH   SOLE   32,629 0 0
WALT DISNEY CO COM 254687106 5,594 59,302 SH   SOLE   59,302 0 0
WASTE MANAGEMENT INC COM 94106L109 5,635 35,170 SH   SOLE   35,170 0 0
WATERS CORP COM 941848103 3,000 11,129 SH   SOLE   11,129 0 0
WAYFAIR INC A 94419L101 507 15,582 SH   SOLE   15,582 0 0
WEBSTER FINANCIAL CO COM 947890109 3,479 76,967 SH   SOLE   76,967 0 0
WELLS FARGO & CO COM 949746101 29,526 734,119 SH   SOLE   734,119 0 0
VENTAS INC COM 92276F100 3,168 78,877 SH   SOLE   78,877 0 0
VERISK ANALYTICS INC COM 92345Y106 1,137 6,667 SH   SOLE   6,667 0 0
VERIZON COMMUNICATIO COM 92343V104 7,013 184,694 SH   SOLE   184,694 0 0
VERTEX PHARMACEUTICA COM 92532F100 16,692 57,649 SH   SOLE   57,649 0 0
WEST PHARMACEUTICAL COM 955306105 4,327 17,583 SH   SOLE   17,583 0 0
WESTERN DIGITAL CORP COM 958102105 2,012 61,801 SH   SOLE   61,801 0 0
WESTERN UNION CO/THE COM 959802109 1,113 82,453 SH   SOLE   82,453 0 0
WESTINGHOUSE AIR BRA COM 929740108 3,019 37,112 SH   SOLE   37,112 0 0
WESTROCK CO COM 96145D105 1,554 50,293 SH   SOLE   50,293 0 0
WEYERHAEUSER CO COM 962166104 1,101 38,566 SH   SOLE   38,566 0 0
VF CORP COM 918204108 532 17,774 SH   SOLE   17,774 0 0
WHIRLPOOL CORP COM 963320106 17,606 130,596 SH   SOLE   130,596 0 0
VIATRIS INC COM 92556V106 2,826 331,680 SH   SOLE   331,680 0 0
VICI PROPERTIES INC COM 925652109 5,685 190,444 SH   SOLE   190,444 0 0
VISA INC A 92826C839 41,831 235,471 SH   SOLE   235,471 0 0
VORNADO REALTY TRUST COM 929042109 1,615 69,732 SH   SOLE   69,732 0 0
WR BERKLEY CORP COM 084423102 2,796 43,294 SH   SOLE   43,294 0 0
VULCAN MATERIALS CO COM 929160109 5,180 32,844 SH   SOLE   32,844 0 0
WW GRAINGER INC COM 384802104 14,767 30,187 SH   SOLE   30,187 0 0
WYNN RESORTS LTD COM 983134107 1,370 21,741 SH   SOLE   21,741 0 0
XYLEM INC/NY COM 98419M100 4,404 50,410 SH   SOLE   50,410 0 0
ZEBRA TECHNOLOGIES C A 989207105 2,715 10,363 SH   SOLE   10,363 0 0
ZENDESK INC COM 98936J101 1,880 24,700 SH   SOLE   24,700 0 0
ZILLOW INC COM 98954M200 986 34,448 SH   SOLE   34,448 0 0
ZIMMER HOLDINGS INC COM 98956P102 1,233 11,794 SH   SOLE   11,794 0 0
ZOETIS INC A 98978V103 3,565 24,043 SH   SOLE   24,043 0 0
ZOOMINFO TECHNOLOGIE COM 98980F104 2,156 51,744 SH   SOLE   51,744 0 0
ZSCALER INC COM 98980G102 2,593 15,773 SH   SOLE   15,773 0 0