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
MICROSOFT CORP COM 594918104 BBG000BPH459 240,771,965 538,700 SH   SOLE   0 0 538,700
META PLATFORMS INC CL A 30303M102 BBG000MM2P62 181,932,660 360,820 SH   SOLE   0 0 360,820
SERVICENOW INC COM 81762P102 BBG000M1R011 172,910,066 219,800 SH   SOLE   0 0 219,800
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JX6 158,182,703 868,420 SH   SOLE   0 0 868,420
AMAZON COM INC COM 023135106 BBG000BVPV84 155,836,800 806,400 SH   SOLE   0 0 806,400
MERCK & CO INC COM 58933Y105 BBG000BPD168 154,615,058 1,248,910 SH   SOLE   0 0 1,248,910
S&P GLOBAL INC COM 78409V104 BBG000BP1Q11 142,586,200 319,700 SH   SOLE   0 0 319,700
JOHNSON & JOHNSON COM 478160104 BBG000BMHYD1 141,356,598 967,136 SH   SOLE   0 0 967,136
WALMART INC COM 931142103 BBG000BWXBC2 134,939,056 1,992,897 SH   SOLE   0 0 1,992,897
NEXTERA ENERGY INC COM 65339F101 BBG000BJSBJ0 132,792,259 1,875,332 SH   SOLE   0 0 1,875,332
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 BBG000D9D830 130,703,566 430,782 SH   SOLE   0 0 430,782
EDWARDS LIFESCIENCES CORP COM 28176E108 BBG000BRXP69 130,535,437 1,413,180 SH   SOLE   0 0 1,413,180
VISA INC COM CL A 92826C839 BBG000PSKYX7 126,415,788 481,639 SH   SOLE   0 0 481,639
PROCTER AND GAMBLE CO COM 742718109 BBG000BR2TH3 124,772,370 756,563 SH   SOLE   0 0 756,563
PALO ALTO NETWORKS INC COM 697435105 BBG0014GJCT9 124,265,133 366,553 SH   SOLE   0 0 366,553
BROADCOM INC COM 11135F101 BBG00KHY5S69 123,367,320 76,839 SH   SOLE   0 0 76,839
EQUINIX INC COM 29444U700 BBG000MBDGM6 122,394,425 161,769 SH   SOLE   0 0 161,769
TEXAS INSTRS INC COM 882508104 BBG000BVV7G1 114,400,370 588,086 SH   SOLE   0 0 588,086
ABBVIE INC COM 00287Y109 BBG0025Y4RY4 111,482,511 649,968 SH   SOLE   0 0 649,968
DANAHER CORPORATION COM 235851102 BBG000BH3JF8 110,583,360 442,599 SH   SOLE   0 0 442,599
ELEVANCE HEALTH INC COM 036752103 BBG000BCG930 109,795,466 202,627 SH   SOLE   0 0 202,627
OREILLY AUTOMOTIVE INC COM 67103H107 BBG000BGYWY6 106,895,449 101,221 SH   SOLE   0 0 101,221
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG000BVDLH9 106,712,410 192,970 SH   SOLE   0 0 192,970
IDEXX LABS INC COM 45168D104 BBG000BLRT07 104,421,576 214,330 SH   SOLE   0 0 214,330
GILEAD SCIENCES INC COM 375558103 BBG000CKGBP2 101,828,561 1,484,165 SH   SOLE   0 0 1,484,165
CISCO SYS INC COM 17275R102 BBG000C3J3C9 101,641,754 2,139,376 SH   SOLE   0 0 2,139,376
COSTCO WHSL CORP NEW COM 22160K105 BBG000F6H8W8 94,724,586 111,442 SH   SOLE   0 0 111,442
PEPSICO INC COM 713448108 BBG000DH7JK6 94,419,786 572,484 SH   SOLE   0 0 572,484
MCKESSON CORP COM 58155Q103 BBG000DYGNW7 93,634,461 160,322 SH   SOLE   0 0 160,322
COLGATE PALMOLIVE CO COM 194162103 BBG000BFQYY3 93,060,972 958,996 SH   SOLE   0 0 958,996
ELI LILLY & CO COM 532457108 BBG000BNBDC2 90,856,694 100,352 SH   SOLE   0 0 100,352
AUTOZONE INC COM 053332102 BBG000C7LMS8 89,892,261 30,327 SH   SOLE   0 0 30,327
ALIGN TECHNOLOGY INC COM 016255101 BBG000BRNLL2 88,812,681 367,861 SH   SOLE   0 0 367,861
ALTRIA GROUP INC COM 02209S103 BBG000BP6LJ8 87,752,075 1,926,500 SH   SOLE   0 0 1,926,500
APPLE INC COM 037833100 BBG000B9XRY4 87,144,446 413,752 SH   SOLE   0 0 413,752
CONSTELLATION ENERGY CORP COM 21037T109 BBG014KFRNP7 83,572,671 417,300 SH   SOLE   0 0 417,300
GRAINGER W W INC COM 384802104 BBG000BKR1D6 78,599,540 87,116 SH   SOLE   0 0 87,116
FASTENAL CO COM 311900104 BBG000BJ8YN7 76,831,640 1,222,655 SH   SOLE   0 0 1,222,655
CADENCE DESIGN SYSTEM INC COM 127387108 BBG000C13CD9 73,275,275 238,100 SH   SOLE   0 0 238,100
KROGER CO COM 501044101 BBG000BMY992 72,304,132 1,448,110 SH   SOLE   0 0 1,448,110
KLA CORP COM NEW 482480100 BBG000BMTFR4 69,457,547 84,241 SH   SOLE   0 0 84,241
DATADOG INC CL A COM 23804L103 BBG003NJHZT9 69,158,619 533,261 SH   SOLE   0 0 533,261
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 BBG000R2YFG7 67,377,420 437,800 SH   SOLE   0 0 437,800
CHENIERE ENERGY INC COM NEW 16411R208 BBG000C3HSR0 66,750,094 381,800 SH   SOLE   0 0 381,800
FREEPORT-MCMORAN INC CL B 35671D857 BBG000BJDB15 65,439,900 1,346,500 SH   SOLE   0 0 1,346,500
TECK RESOURCES LTD CL B 878742204 BBG000BSJTT0 63,975,240 1,335,600 SH   SOLE   0 0 1,335,600
CENTERPOINT ENERGY INC COM 15189T107 BBG000FDBX90 63,758,234 2,058,045 SH   SOLE   0 0 2,058,045
CROWDSTRIKE HLDGS INC CL A 22788C105 BBG00BLYKS03 60,551,684 158,020 SH   SOLE   0 0 158,020
CAMECO CORP COM 13321L108 BBG000DSZTN6 60,137,160 1,222,300 SH   SOLE   0 0 1,222,300
CENCORA INC COM 03073E105 BBG000MDCQC2 57,795,984 256,529 SH   SOLE   0 0 256,529
CHEVRON CORP NEW COM 166764100 BBG000K4ND22 57,421,782 367,100 SH   SOLE   0 0 367,100
EQT CORP COM 26884L109 BBG000BHZ5J9 55,895,270 1,511,500 SH   SOLE   0 0 1,511,500
APPLIED MATLS INC COM 038222105 BBG000BBPFB9 55,214,108 233,968 SH   SOLE   0 0 233,968
OTIS WORLDWIDE CORP COM 68902V107 BBG00RP60KV0 54,281,014 563,900 SH   SOLE   0 0 563,900
HOME DEPOT INC COM 437076102 BBG000BKZB36 54,031,222 156,958 SH   SOLE   0 0 156,958
UNITEDHEALTH GROUP INC COM 91324P102 BBG000CH5208 53,144,337 104,356 SH   SOLE   0 0 104,356
EOG RES INC COM 26875P101 BBG000BZ9223 51,015,111 405,300 SH   SOLE   0 0 405,300
GARTNER INC COM 366651107 BBG000BB65D0 49,656,157 110,578 SH   SOLE   0 0 110,578
HP INC COM 40434L105 BBG000KHWT55 49,410,243 1,410,915 SH   SOLE   0 0 1,410,915
GENERAL MLS INC COM 370334104 BBG000BKCFC2 48,912,000 773,190 SH   SOLE   0 0 773,190
BOOKING HOLDINGS INC COM 09857L108 BBG000BLBVN4 48,726,450 12,300 SH   SOLE   0 0 12,300
CMS ENERGY CORP COM 125896100 BBG000BFVXX0 47,082,277 790,900 SH   SOLE   0 0 790,900
LINDE PLC SHS G54950103 BBG01FND0CC1 46,908,789 106,900 SH   SOLE   0 0 106,900
FAIR ISAAC CORP COM 303250104 BBG000DW76Y6 44,957,532 30,200 SH   SOLE   0 0 30,200
ROBINHOOD MKTS INC COM CL A 770700102 BBG008NMBXN8 43,995,493 1,937,274 SH   SOLE   0 0 1,937,274
AMGEN INC COM 031162100 BBG000BBS2Y0 43,836,735 140,300 SH   SOLE   0 0 140,300
HCA HEALTHCARE INC COM 40412C101 BBG000QW7VC1 43,554,966 135,567 SH   SOLE   0 0 135,567
PHILIP MORRIS INTL INC COM 718172109 BBG000J2XL74 42,907,175 423,440 SH   SOLE   0 0 423,440
MOTOROLA SOLUTIONS INC COM NEW 620076307 BBG000BP8Z50 41,847,820 108,400 SH   SOLE   0 0 108,400
CINTAS CORP COM 172908105 BBG000H3YXF8 41,297,133 58,974 SH   SOLE   0 0 58,974
ROLLINS INC COM 775711104 BBG000BSBBP1 40,886,850 838,017 SH   SOLE   0 0 838,017
NETAPP INC COM 64110D104 BBG000FP1N32 40,734,674 316,263 SH   SOLE   0 0 316,263
CHURCH & DWIGHT CO INC COM 171340102 BBG000BFJT36 39,616,024 382,099 SH   SOLE   0 0 382,099
WASTE MGMT INC DEL COM 94106L109 BBG000BWVSR1 39,100,102 183,276 SH   SOLE   0 0 183,276
NUCOR CORP COM 670346105 BBG000BQ8KV2 38,674,588 244,652 SH   SOLE   0 0 244,652
CATERPILLAR INC COM 149123101 BBG000BF0K17 38,606,290 115,900 SH   SOLE   0 0 115,900
REPUBLIC SVCS INC COM 760759100 BBG000BPXVJ6 38,386,231 197,521 SH   SOLE   0 0 197,521
DOORDASH INC CL A 25809K105 BBG005D7QCJ3 37,443,381 344,212 SH   SOLE   0 0 344,212
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 BBG000BBDV81 37,296,640 548,480 SH   SOLE   0 0 548,480
NVR INC COM 62944T105 BBG000BQBYR3 36,379,556 4,794 SH   SOLE   0 0 4,794
SNAP ON INC COM 833034101 BBG000BT7JW9 35,293,923 135,024 SH   SOLE   0 0 135,024
KIMBERLY-CLARK CORP COM 494368103 BBG000BMW2Z0 34,624,628 250,540 SH   SOLE   0 0 250,540
FORTINET INC COM 34959E109 BBG000BCMBG4 34,510,903 572,605 SH   SOLE   0 0 572,605
VERTEX PHARMACEUTICALS INC COM 92532F100 BBG000C1S2X2 34,263,432 73,100 SH   SOLE   0 0 73,100
NASDAQ INC COM 631103108 BBG000F5VVB6 34,221,654 567,900 SH   SOLE   0 0 567,900
CVS HEALTH CORP COM 126650100 BBG000BGRY34 33,867,721 573,446 SH   SOLE   0 0 573,446
LULULEMON ATHLETICA INC COM 550021109 BBG000R8ZVD1 31,572,590 105,700 SH   SOLE   0 0 105,700
CHECK POINT SOFTWARE TECH LT ORD M22465104 BBG000K82ZT8 30,843,285 186,929 SH   SOLE   0 0 186,929
VERALTO CORP COM SHS 92338C103 BBG019Q32XJ9 30,655,322 321,099 SH   SOLE   0 0 321,099
TJX COS INC NEW COM 872540109 BBG000BV8DN6 30,057,300 273,000 SH   SOLE   0 0 273,000
COMCAST CORP NEW CL A 20030N101 BBG000BFT2L4 30,051,384 767,400 SH   SOLE   0 0 767,400
NUTANIX INC CL A 67059N108 BBG001NDW1Z7 29,086,791 511,641 SH   SOLE   0 0 511,641
BILL HOLDINGS INC COM 090043100 BBG00QVJV6V4 28,938,159 549,946 SH   SOLE   0 0 549,946
STEEL DYNAMICS INC COM 858119100 BBG000HGYNZ9 28,896,112 223,136 SH   SOLE   0 0 223,136
VERIZON COMMUNICATIONS INC COM 92343V104 BBG000HS77T5 27,585,436 668,900 SH   SOLE   0 0 668,900
COGNEX CORP COM 192422103 BBG000BPBVW5 27,195,616 581,600 SH   SOLE   0 0 581,600
REGENERON PHARMACEUTICALS COM 75886F107 BBG000C734W3 25,224,720 24,000 SH   SOLE   0 0 24,000
EATON CORP PLC SHS G29183103 BBG000BJ3PD2 25,146,710 80,200 SH   SOLE   0 0 80,200
JPMORGAN CHASE & CO. COM 46625H100 BBG000DMBXR2 24,797,076 122,600 SH   SOLE   0 0 122,600
OWENS CORNING NEW COM 690742101 BBG000M44VW8 24,755,100 142,500 SH   SOLE   0 0 142,500
LOWES COS INC COM 548661107 BBG000BNDN65 24,423,220 110,783 SH   SOLE   0 0 110,783
PTC INC COM 69370C100 BBG000C2VBB0 24,416,448 134,400 SH   SOLE   0 0 134,400
LAUDER ESTEE COS INC CL A 518439104 BBG000FKJRC5 23,227,120 218,300 SH   SOLE   0 0 218,300
BLOCK INC CL A 852234103 BBG0018SLC07 22,837,392 354,123 SH   SOLE   0 0 354,123
SEA LTD SPONSORD ADS 81141R100 BBG00HTBWMG5 21,697,396 303,800 SH   SOLE   0 0 303,800
DOMINOS PIZZA INC COM 25754A201 BBG000P458P3 21,479,328 41,600 SH   SOLE   0 0 41,600
OKTA INC CL A 679295105 BBG001YV1SM4 21,089,959 225,296 SH   SOLE   0 0 225,296
UNITED THERAPEUTICS CORP DEL COM 91307C102 BBG000BV4XJ1 21,088,010 66,200 SH   SOLE   0 0 66,200
HERSHEY CO COM 427866108 BBG000BLHRS2 20,949,818 113,963 SH   SOLE   0 0 113,963
MONDELEZ INTL INC CL A 609207105 BBG000D4LWF6 20,478,924 312,942 SH   SOLE   0 0 312,942
CENTENE CORP DEL COM 15135B101 BBG000BDXCJ5 19,803,810 298,700 SH   SOLE   0 0 298,700
TENABLE HLDGS INC COM 88025T102 BBG00LBLCD02 19,599,321 449,732 SH   SOLE   0 0 449,732
ILLINOIS TOOL WKS INC COM 452308109 BBG000BMBL90 19,398,256 81,863 SH   SOLE   0 0 81,863
AIRBNB INC COM CL A 009066101 BBG001Y2XS07 18,510,536 122,077 SH   SOLE   0 0 122,077
ORACLE CORP COM 68389X105 BBG000BQLTW7 18,356,000 130,000 SH   SOLE   0 0 130,000
GUARDANT HEALTH INC COM 40131M109 BBG006D97VY9 17,930,957 620,878 SH   SOLE   0 0 620,878
MARATHON PETE CORP COM 56585A102 BBG001DCCGR8 17,330,652 99,900 SH   SOLE   0 0 99,900
JABIL INC COM 466313103 BBG000BJNGN9 17,199,699 158,100 SH   SOLE   0 0 158,100
PACCAR INC COM 693718108 BBG000BQVTF5 17,190,980 167,000 SH   SOLE   0 0 167,000
ABBOTT LABS COM 002824100 BBG000B9ZXB4 17,176,323 165,300 SH   SOLE   0 0 165,300
FOX CORP CL A COM 35137L105 BBG00JHNJW99 16,882,544 491,200 SH   SOLE   0 0 491,200
ROBERT HALF INC. COM 770323103 BBG000BS5DR2 16,811,833 262,767 SH   SOLE   0 0 262,767
BOSTON SCIENTIFIC CORP COM 101137107 BBG000C0LW92 16,672,665 216,500 SH   SOLE   0 0 216,500
BIO-TECHNE CORP COM 09073M104 BBG000C15114 16,243,055 226,700 SH   SOLE   0 0 226,700
AUTOMATIC DATA PROCESSING IN COM 053015103 BBG000JG0547 15,992,230 67,000 SH   SOLE   0 0 67,000
PULTE GROUP INC COM 745867101 BBG000BR54L0 14,812,744 134,539 SH   SOLE   0 0 134,539
ARISTA NETWORKS INC COM 040413106 BBG000N2HDY5 14,755,208 42,100 SH   SOLE   0 0 42,100
LABCORP HOLDINGS INC COM SHS 504922105 BBG01MMT6PL7 14,510,263 71,300 SH   SOLE   0 0 71,300
PAYCHEX INC COM 704326107 BBG000BQSQ38 14,444,995 121,837 SH   SOLE   0 0 121,837
LAM RESEARCH CORP COM 512807108 BBG000BNFLM9 14,268,990 13,400 SH   SOLE   0 0 13,400
BRISTOL-MYERS SQUIBB CO COM 110122108 BBG000DQLV23 13,484,791 324,700 SH   SOLE   0 0 324,700
ELECTRONIC ARTS INC COM 285512109 BBG000BP0KQ8 13,389,752 96,101 SH   SOLE   0 0 96,101
IRON MTN INC DEL COM 46284V101 BBG000KCZPC3 13,254,798 147,900 SH   SOLE   0 0 147,900
NVENT ELECTRIC PLC SHS G6700G107 BBG00GNT7999 12,723,465 166,081 SH   SOLE   0 0 166,081
SOLVENTUM CORP COM SHS 83444M101 BBG018YZH6T3 12,652,122 239,261 SH   SOLE   0 0 239,261
HOLOGIC INC COM 436440101 BBG000C3NTN5 12,303,225 165,700 SH   SOLE   0 0 165,700
MOLINA HEALTHCARE INC COM 60855R100 BBG000MBHNC8 12,278,490 41,300 SH   SOLE   0 0 41,300
DAVITA INC COM 23918K108 BBG000MQ1SN9 12,091,064 87,256 SH   SOLE   0 0 87,256
CARDINAL HEALTH INC COM 14149Y108 BBG000D898T9 11,995,040 122,000 SH   SOLE   0 0 122,000
BALL CORP COM 058498106 BBG000BDDNH5 11,895,964 198,200 SH   SOLE   0 0 198,200
CHUBB LIMITED COM H1467J104 BBG000BR14K5 11,810,204 46,300 SH   SOLE   0 0 46,300
TRANSDIGM GROUP INC COM 893641100 BBG000L8CBX4 11,754,012 9,200 SH   SOLE   0 0 9,200
WASTE CONNECTIONS INC COM 94106B101 BBG000FLHZZ2 11,380,864 64,900 SH   SOLE   0 0 64,900
TWILIO INC CL A 90138F102 BBG0029ZX840 11,346,491 199,727 SH   SOLE   0 0 199,727
TRANE TECHNOLOGIES PLC SHS G8994E103 BBG000BM6788 11,019,155 33,500 SH   SOLE   0 0 33,500
ETSY INC COM 29786A106 BBG000N7MXL8 10,915,429 185,070 SH   SOLE   0 0 185,070
PARKER-HANNIFIN CORP COM 701094104 BBG000BR3KL6 10,773,753 21,300 SH   SOLE   0 0 21,300
MOLSON COORS BEVERAGE CO CL B 60871R209 BBG000BS7KS3 10,501,478 206,600 SH   SOLE   0 0 206,600
EXPEDITORS INTL WASH INC COM 302130109 BBG000BJ5GK2 10,357,570 83,000 SH   SOLE   0 0 83,000
BLUE OWL CAPITAL INC COM CL A 09581B103 BBG00XV417R8 10,163,650 572,600 SH   SOLE   0 0 572,600
STRYKER CORPORATION COM 863667101 BBG000DN7P92 10,071,400 29,600 SH   SOLE   0 0 29,600
KELLANOVA COM 487836108 BBG000BMKDM3 9,745,440 168,957 SH   SOLE   0 0 168,957
AMERIPRISE FINL INC COM 03076C106 BBG000G3QLY3 9,611,775 22,500 SH   SOLE   0 0 22,500
ROPER TECHNOLOGIES INC COM 776696106 BBG000F1ZSN5 9,244,024 16,400 SH   SOLE   0 0 16,400
AMPHENOL CORP NEW CL A 032095101 BBG000B9YJ35 9,007,369 133,700 SH   SOLE   0 0 133,700
MASCO CORP COM 574599106 BBG000BNNKG9 8,957,115 134,350 SH   SOLE   0 0 134,350
LENNAR CORP CL A 526057104 BBG000BN5HF7 8,902,278 59,400 SH   SOLE   0 0 59,400
RPM INTL INC COM 749685103 BBG000DCNK80 8,775,920 81,500 SH   SOLE   0 0 81,500
INTERNATIONAL BUSINESS MACHS COM 459200101 BBG000BLNNH6 8,751,270 50,600 SH   SOLE   0 0 50,600
SMUCKER J M CO COM NEW 832696405 BBG000BT1715 8,734,104 80,100 SH   SOLE   0 0 80,100
AMETEK INC COM 031100100 BBG000B9XG87 8,380,845 50,272 SH   SOLE   0 0 50,272
AFLAC INC COM 001055102 BBG000BBBNC6 8,055,762 90,200 SH   SOLE   0 0 90,200
PACKAGING CORP AMER COM 695156109 BBG000BB8SW7 8,032,640 44,000 SH   SOLE   0 0 44,000
VIPSHOP HLDGS LTD SPONSORED ADS A 92763W103 BBG002NLDLV8 7,245,630 556,500 SH   SOLE   0 0 556,500
QUANTA SVCS INC COM 74762E102 BBG000BBL8V7 6,911,248 27,200 SH   SOLE   0 0 27,200
MICROCHIP TECHNOLOGY INC. COM 595017104 BBG000BHCP19 6,880,800 75,200 SH   SOLE   0 0 75,200
IDEX CORP COM 45167R104 BBG000C1HN22 6,792,713 33,761 SH   SOLE   0 0 33,761
DECKERS OUTDOOR CORP COM 243537107 BBG000BKXYX5 6,678,855 6,900 SH   SOLE   0 0 6,900
INTUIT COM 461202103 BBG000BH5DV1 6,637,821 10,100 SH   SOLE   0 0 10,100
PHILLIPS 66 COM 718546104 BBG00286S4N9 6,550,288 46,400 SH   SOLE   0 0 46,400
KRAFT HEINZ CO COM 500754106 BBG005CPNTQ2 6,128,244 190,200 SH   SOLE   0 0 190,200
WILLIAMS SONOMA INC COM 969904101 BBG000FSMWC3 5,901,533 20,900 SH   SOLE   0 0 20,900
NXP SEMICONDUCTORS N V COM N6596X109 BBG000BND699 5,462,527 20,300 SH   SOLE   0 0 20,300
QUALCOMM INC COM 747525103 BBG000CGC1X8 5,318,106 26,700 SH   SOLE   0 0 26,700
BECTON DICKINSON & CO COM 075887109 BBG000BCZYD3 5,281,846 22,600 SH   SOLE   0 0 22,600
QUEST DIAGNOSTICS INC COM 74834L100 BBG000BN84F3 5,086,598 37,161 SH   SOLE   0 0 37,161
HENRY JACK & ASSOC INC COM 426281101 BBG000BMH2Q7 5,064,772 30,507 SH   SOLE   0 0 30,507
YUM BRANDS INC COM 988498101 BBG000BH3GZ2 4,954,004 37,400 SH   SOLE   0 0 37,400
ARCH CAP GROUP LTD ORD G0450A105 BBG000HXNN20 4,580,406 45,400 SH   SOLE   0 0 45,400
BUILDERS FIRSTSOURCE INC COM 12008R107 BBG000BKD3K9 4,498,325 32,500 SH   SOLE   0 0 32,500
PDD HOLDINGS INC SPONSORED ADS 722304102 BBG00LBLDDR2 4,347,465 32,700 SH   SOLE   0 0 32,700
RELIANCE INC COM 759509102 BBG000CJ2181 3,598,560 12,600 SH   SOLE   0 0 12,600
PROGRESSIVE CORP COM 743315103 BBG000BR37X2 3,531,070 17,000 SH   SOLE   0 0 17,000
CBRE GROUP INC CL A 12504L109 BBG000C04224 3,404,002 38,200 SH   SOLE   0 0 38,200
HARTFORD FINL SVCS GROUP INC COM 416515104 BBG000G0Z878 3,307,766 32,900 SH   SOLE   0 0 32,900
HOWMET AEROSPACE INC COM 443201108 BBG00DYNJGH9 3,213,882 41,400 SH   SOLE   0 0 41,400
HUBBELL INC COM 443510607 BBG000BLK267 3,143,128 8,600 SH   SOLE   0 0 8,600
SMITH A O CORP COM 831865209 BBG000BC1L02 3,123,996 38,200 SH   SOLE   0 0 38,200
INGERSOLL RAND INC COM 45687V106 BBG002R1CW27 3,043,140 33,500 SH   SOLE   0 0 33,500
GEN DIGITAL INC COM 668771108 BBG000BH2JM1 2,877,696 115,200 SH   SOLE   0 0 115,200
D R HORTON INC COM 23331A109 BBG000DQTXY6 2,677,670 19,000 SH   SOLE   0 0 19,000
VERISK ANALYTICS INC COM 92345Y106 BBG000BCZL41 2,506,815 9,300 SH   SOLE   0 0 9,300
CHIPOTLE MEXICAN GRILL INC COM 169656105 BBG000QX74T1 2,506,000 40,000 SH   SOLE   0 0 40,000
F5 INC COM 315616102 BBG000CXYSZ6 2,497,335 14,500 SH   SOLE   0 0 14,500
CAMPBELL SOUP CO COM 134429109 BBG000BG4202 2,408,627 53,300 SH   SOLE   0 0 53,300
WILLIAMS COS INC COM 969457100 BBG000BWVCP8 2,350,250 55,300 SH   SOLE   0 0 55,300
ROSS STORES INC COM 778296103 BBG000BSBZH7 2,078,076 14,300 SH   SOLE   0 0 14,300
ADOBE INC COM 00724F101 BBG000BB5006 1,999,944 3,600 SH   SOLE   0 0 3,600
VERISIGN INC COM 92343E102 BBG000BGKHZ3 1,955,800 11,000 SH   SOLE   0 0 11,000
KEURIG DR PEPPER INC COM 49271V100 BBG000TJM7F0 1,927,180 57,700 SH   SOLE   0 0 57,700
BANK NEW YORK MELLON CORP COM 064058100 BBG000BD8PN9 1,922,469 32,100 SH   SOLE   0 0 32,100
COPART INC COM 217204106 BBG000BM9RH1 1,863,104 34,400 SH   SOLE   0 0 34,400
HF SINCLAIR CORP COM 403949100 BBG0135B2214 1,760,220 33,000 SH   SOLE   0 0 33,000
FERGUSON PLC NEW SHS G3421J106 BBG00P5M4V07 1,704,120 8,800 SH   SOLE   0 0 8,800
GODADDY INC CL A 380237107 BBG006MDLY05 1,369,158 9,800 SH   SOLE   0 0 9,800
MANHATTAN ASSOCIATES INC COM 562750109 BBG000BFV758 1,332,072 5,400 SH   SOLE   0 0 5,400
HEWLETT PACKARD ENTERPRISE C COM 42824C109 BBG0078W3NQ3 1,314,657 62,100 SH   SOLE   0 0 62,100
KEYSIGHT TECHNOLOGIES INC COM 49338L103 BBG0059FN811 1,312,800 9,600 SH   SOLE   0 0 9,600
METTLER TOLEDO INTERNATIONAL COM 592688105 BBG000BZCKH3 1,257,831 900 SH   SOLE   0 0 900
EMCOR GROUP INC COM 29084Q100 BBG000BBRPL4 1,241,272 3,400 SH   SOLE   0 0 3,400
GENUINE PARTS CO COM 372460105 BBG000BKL348 1,231,048 8,900 SH   SOLE   0 0 8,900
BERKLEY W R CORP COM 084423102 BBG000BD1HP2 1,202,274 15,300 SH   SOLE   0 0 15,300
CARLISLE COS INC COM 142339100 BBG000BGGBT8 1,175,109 2,900 SH   SOLE   0 0 2,900
FIRSTENERGY CORP COM 337932107 BBG000BB6M98 975,885 25,500 SH   SOLE   0 0 25,500
FORTIVE CORP COM 34959J108 BBG00BLVZ228 904,020 12,200 SH   SOLE   0 0 12,200
HILTON WORLDWIDE HLDGS INC COM 43300A203 BBG0058KMH30 894,620 4,100 SH   SOLE   0 0 4,100
SEI INVTS CO COM 784117103 BBG000BSQLT9 853,908 13,200 SH   SOLE   0 0 13,200
KENVUE INC COM 49177J102 BBG01C79X561 729,018 40,100 SH   SOLE   0 0 40,100
CONAGRA BRANDS INC COM 205887102 BBG000BDXGP9 616,714 21,700 SH   SOLE   0 0 21,700