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
ABERCROMBIE & FITCH CO CL A 002896207   3,635,708 24,324 SH   SOLE   24,324 0 0
ACUSHNET HLDGS CORP COM 005098108   219,993 3,095 SH   SOLE   3,095 0 0
ADT INC DEL COM 00090Q103   1,074,671 155,524 SH   SOLE   155,524 0 0
ADVANCED MICRO DEVICES INC COM 007903107   1,430,758 11,845 SH   SOLE   11,845 0 0
AGNC INVT CORP COM 00123Q104   1,000,086 108,587 SH   SOLE   108,587 0 0
AGREE RLTY CORP COM 008492100   466,449 6,621 SH   SOLE   6,621 0 0
AIR PRODS & CHEMS INC COM 009158106   600,093 2,069 SH   SOLE   2,069 0 0
ALARM COM HLDGS INC COM 011642105   1,486,317 24,446 SH   SOLE   24,446 0 0
ALKERMES PLC SHS G01767105   285,874 9,940 SH   SOLE   9,940 0 0
ALLEGION PLC ORD SHS G0176J109   2,841,898 21,747 SH   SOLE   21,747 0 0
ALTRIA GROUP INC COM 02209S103   479,342 9,167 SH   SOLE   9,167 0 0
AMAZON COM INC COM 023135106   365,723 1,667 SH   SOLE   1,667 0 0
AMCOR PLC ORD G0250X107   150,249 15,967 SH   SOLE   15,967 0 0
AMERICAN AIRLS GROUP INC COM 02376R102   6,205,707 356,036 SH   SOLE   356,036 0 0
AMERICAN INTL GROUP INC COM NEW 026874784   4,320,607 59,349 SH   SOLE   59,349 0 0
AMGEN INC COM 031162100   6,660,655 25,555 SH   SOLE   25,555 0 0
AMPHENOL CORP NEW CL A 032095101   724,433 10,431 SH   SOLE   10,431 0 0
ANNALY CAPITAL MANAGEMENT IN COM NEW 035710839   1,036,109 56,618 SH   SOLE   56,618 0 0
ANTERO RESOURCES CORP COM 03674X106   3,704,470 105,691 SH   SOLE   105,691 0 0
APELLIS PHARMACEUTICALS INC COM 03753U106   1,959,434 61,405 SH   SOLE   61,405 0 0
API GROUP CORP COM STK 00187Y100   1,776,810 49,397 SH   SOLE   49,397 0 0
APPFOLIO INC COM CL A 03783C100   2,773,873 11,243 SH   SOLE   11,243 0 0
APPLIED MATLS INC COM 038222105   4,058,269 24,954 SH   SOLE   24,954 0 0
APTARGROUP INC COM 038336103   598,551 3,810 SH   SOLE   3,810 0 0
ARAMARK COM 03852U106   222,256 5,957 SH   SOLE   5,957 0 0
ARCBEST CORP COM 03937C105   283,879 3,042 SH   SOLE   3,042 0 0
ARCELLX INC COMMON STOCK 03940C100   555,006 7,237 SH   SOLE   7,237 0 0
ARCHER DANIELS MIDLAND CO COM 039483102   445,788 8,824 SH   SOLE   8,824 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101   1,026,597 5,799 SH   SOLE   5,799 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104   704,544 2,899 SH   SOLE   2,899 0 0
ASGN INC COM 00191U102   330,776 3,969 SH   SOLE   3,969 0 0
ASSURANT INC COM 04621X108   432,837 2,030 SH   SOLE   2,030 0 0
ASSURED GUARANTY LTD COM G0585R106   544,831 6,053 SH   SOLE   6,053 0 0
ATI INC COM 01741R102   1,354,755 24,614 SH   SOLE   24,614 0 0
AUTOLIV INC COM 052800109   2,683,051 28,607 SH   SOLE   28,607 0 0
AUTONATION INC COM 05329W102   1,258,175 7,408 SH   SOLE   7,408 0 0
AXALTA COATING SYS LTD COM G0750C108   1,539,421 44,986 SH   SOLE   44,986 0 0
AXCELIS TECHNOLOGIES INC COM NEW 054540208   398,538 5,704 SH   SOLE   5,704 0 0
AXOS FINANCIAL INC COM 05465C100   1,806,740 25,866 SH   SOLE   25,866 0 0
BALL CORP COM 058498106   306,357 5,557 SH   SOLE   5,557 0 0
BANK AMERICA CORP COM 060505104   2,893,492 65,836 SH   SOLE   65,836 0 0
BELDEN INC COM 077454106   219,590 1,950 SH   SOLE   1,950 0 0
BENTLEY SYS INC COM CL B 08265T208   1,163,857 24,922 SH   SOLE   24,922 0 0
BERKLEY W R CORP COM 084423102   3,330,841 56,918 SH   SOLE   56,918 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   241,598 533 SH   SOLE   533 0 0
BEST BUY INC COM 086516101   322,608 3,760 SH   SOLE   3,760 0 0
BIOHAVEN LTD COM G1110E107   691,349 18,510 SH   SOLE   18,510 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101   1,239,106 13,868 SH   SOLE   13,868 0 0
BLACKSTONE INC COM 09260D107   2,250,943 13,055 SH   SOLE   13,055 0 0
BLOCK INC CL A 852234103   3,067,374 36,091 SH   SOLE   36,091 0 0
BLUE OWL CAPITAL CORPORATION COM 69121K104   920,974 60,911 SH   SOLE   60,911 0 0
BLUEPRINT MEDICINES CORP COM 09627Y109   3,409,343 39,089 SH   SOLE   39,089 0 0
BOISE CASCADE CO DEL COM 09739D100   516,566 4,346 SH   SOLE   4,346 0 0
BOOKING HOLDINGS INC COM 09857L108   953,937 192 SH   SOLE   192 0 0
BORGWARNER INC COM 099724106   410,314 12,907 SH   SOLE   12,907 0 0
BOSTON BEER INC CL A 100557107   1,230,218 4,101 SH   SOLE   4,101 0 0
BOX INC CL A 10316T104   3,068,202 97,095 SH   SOLE   97,095 0 0
BOYD GAMING CORP COM 103304101   860,760 11,866 SH   SOLE   11,866 0 0
BRAZE INC COM CL A 10576N102   1,295,307 30,929 SH   SOLE   30,929 0 0
BRINKER INTL INC COM 109641100   734,210 5,550 SH   SOLE   5,550 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   1,326,049 23,445 SH   SOLE   23,445 0 0
BROADCOM INC COM 11135F101   831,842 3,588 SH   SOLE   3,588 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   1,078,836 7,548 SH   SOLE   7,548 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209   419,583 4,061 SH   SOLE   4,061 0 0
CABOT CORP COM 127055101   995,736 10,905 SH   SOLE   10,905 0 0
CACTUS INC CL A 127203107   1,549,341 26,548 SH   SOLE   26,548 0 0
CALIFORNIA RES CORP COM STOCK 13057Q305   1,594,683 30,732 SH   SOLE   30,732 0 0
CAPITAL ONE FINL CORP COM 14040H105   946,523 5,308 SH   SOLE   5,308 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107   1,391,434 66,070 SH   SOLE   66,070 0 0
CARLISLE COS INC COM 142339100   279,581 758 SH   SOLE   758 0 0
CARLYLE GROUP INC COM 14316J108   319,147 6,321 SH   SOLE   6,321 0 0
CARRIER GLOBAL CORPORATION COM 14448C104   5,523,258 80,915 SH   SOLE   80,915 0 0
CATERPILLAR INC COM 149123101   2,898,452 7,990 SH   SOLE   7,990 0 0
CELSIUS HLDGS INC COM NEW 15118V207   704,358 26,741 SH   SOLE   26,741 0 0
CENTURY CMNTYS INC COM 156504300   352,128 4,800 SH   SOLE   4,800 0 0
CHENIERE ENERGY INC COM NEW 16411R208   1,281,485 5,964 SH   SOLE   5,964 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   234,266 3,885 SH   SOLE   3,885 0 0
CHOICE HOTELS INTL INC COM 169905106   341,036 2,402 SH   SOLE   2,402 0 0
CIENA CORP COM NEW 171779309   1,442,109 17,004 SH   SOLE   17,004 0 0
CINTAS CORP COM 172908105   1,697,100 9,289 SH   SOLE   9,289 0 0
CIRRUS LOGIC INC COM 172755100   218,479 2,194 SH   SOLE   2,194 0 0
CIVITAS RESOURCES INC COM NEW 17888H103   1,084,275 23,638 SH   SOLE   23,638 0 0
CLOUDFLARE INC CL A COM 18915M107   4,144,819 38,492 SH   SOLE   38,492 0 0
CNX RES CORP COM 12653C108   1,648,096 44,944 SH   SOLE   44,944 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104   315,228 4,104 SH   SOLE   4,104 0 0
COEUR MNG INC COM NEW 192108504   495,386 86,606 SH   SOLE   86,606 0 0
COHERENT CORP COM 19247G107   476,681 5,032 SH   SOLE   5,032 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   346,627 1,396 SH   SOLE   1,396 0 0
COLGATE PALMOLIVE CO COM 194162103   666,188 7,328 SH   SOLE   7,328 0 0
COMPASS INC CL A 20464U100   258,822 44,243 SH   SOLE   44,243 0 0
CONFLUENT INC CLASS A COM 20717M103   4,797,377 171,580 SH   SOLE   171,580 0 0
CONSOLIDATED EDISON INC COM 209115104   920,497 10,316 SH   SOLE   10,316 0 0
CONSTRUCTION PARTNERS INC COM CL A 21044C107   795,786 8,996 SH   SOLE   8,996 0 0
COOPER COS INC COM 216648501   433,082 4,711 SH   SOLE   4,711 0 0
COPART INC COM 217204106   4,478,716 78,040 SH   SOLE   78,040 0 0
COREBRIDGE FINL INC COM 21871X109   935,791 31,266 SH   SOLE   31,266 0 0
CORTEVA INC COM 22052L104   2,261,597 39,705 SH   SOLE   39,705 0 0
COSTCO WHSL CORP NEW COM 22160K105   8,708,230 9,504 SH   SOLE   9,504 0 0
COTY INC COM CL A 222070203   402,044 57,765 SH   SOLE   57,765 0 0
COUSINS PPTYS INC COM NEW 222795502   560,865 18,305 SH   SOLE   18,305 0 0
CREDICORP LTD COM G2519Y108   222,367 1,213 SH   SOLE   1,213 0 0
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105   759,137 11,295 SH   SOLE   11,295 0 0
CRISPR THERAPEUTICS AG NAMEN AKT H17182108   269,892 6,857 SH   SOLE   6,857 0 0
CULLEN FROST BANKERS INC COM 229899109   227,688 1,696 SH   SOLE   1,696 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   2,241,100 6,727 SH   SOLE   6,727 0 0
D R HORTON INC COM 23331A109   1,656,308 11,846 SH   SOLE   11,846 0 0
DARLING INGREDIENTS INC COM 237266101   1,004,669 29,821 SH   SOLE   29,821 0 0
DATADOG INC CL A COM 23804L103   421,668 2,951 SH   SOLE   2,951 0 0
DAYFORCE INC COM 15677J108   254,313 3,501 SH   SOLE   3,501 0 0
DECKERS OUTDOOR CORP COM 243537107   973,410 4,793 SH   SOLE   4,793 0 0
DEVON ENERGY CORP NEW COM 25179M103   1,455,143 44,459 SH   SOLE   44,459 0 0
DIGITAL RLTY TR INC COM 253868103   459,994 2,594 SH   SOLE   2,594 0 0
DOLLAR TREE INC COM 256746108   1,440,422 19,221 SH   SOLE   19,221 0 0
DOORDASH INC CL A 25809K105   669,155 3,989 SH   SOLE   3,989 0 0
DOUBLEVERIFY HLDGS INC COM 25862V105   756,451 39,378 SH   SOLE   39,378 0 0
DOUGLAS EMMETT INC COM 25960P109   455,741 24,555 SH   SOLE   24,555 0 0
DOW INC COM 260557103   201,974 5,033 SH   SOLE   5,033 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   3,757,944 101,020 SH   SOLE   101,020 0 0
DROPBOX INC CL A 26210C104   5,347,120 178,000 SH   SOLE   178,000 0 0
DUPONT DE NEMOURS INC COM 26614N102   1,801,864 23,631 SH   SOLE   23,631 0 0
DUTCH BROS INC CL A 26701L100   486,872 9,295 SH   SOLE   9,295 0 0
DXC TECHNOLOGY CO COM 23355L106   2,176,361 108,927 SH   SOLE   108,927 0 0
E L F BEAUTY INC COM 26856L103   336,851 2,683 SH   SOLE   2,683 0 0
EATON CORP PLC SHS G29183103   888,748 2,678 SH   SOLE   2,678 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103   129,117 10,662 SH   SOLE   10,662 0 0
ELASTIC N V ORD SHS N14506104   4,891,381 49,368 SH   SOLE   49,368 0 0
ENCOMPASS HEALTH CORP COM 29261A100   4,406,111 47,711 SH   SOLE   47,711 0 0
ENERSYS COM 29275Y102   372,770 4,033 SH   SOLE   4,033 0 0
ENSIGN GROUP INC COM 29358P101   1,975,362 14,868 SH   SOLE   14,868 0 0
ENTEGRIS INC COM 29362U104   510,654 5,155 SH   SOLE   5,155 0 0
EOG RES INC COM 26875P101   1,924,383 15,699 SH   SOLE   15,699 0 0
EPAM SYS INC COM 29414B104   6,213,533 26,574 SH   SOLE   26,574 0 0
EQT CORP COM 26884L109   1,119,966 24,289 SH   SOLE   24,289 0 0
ERIE INDTY CO CL A 29530P102   2,148,543 5,212 SH   SOLE   5,212 0 0
ESSENTIAL UTILS INC COM 29670G102   389,605 10,727 SH   SOLE   10,727 0 0
EVEREST GROUP LTD COM G3223R108   604,583 1,668 SH   SOLE   1,668 0 0
EXACT SCIENCES CORP COM 30063P105   219,478 3,906 SH   SOLE   3,906 0 0
EXPAND ENERGY CORPORATION COM 165167735   2,648,130 26,601 SH   SOLE   26,601 0 0
EXXON MOBIL CORP COM 30231G102   333,575 3,101 SH   SOLE   3,101 0 0
F5 INC COM 315616102   6,996,147 27,821 SH   SOLE   27,821 0 0
FABRINET SHS G3323L100   987,701 4,492 SH   SOLE   4,492 0 0
FAIR ISAAC CORP COM 303250104   605,243 304 SH   SOLE   304 0 0
FASTENAL CO COM 311900104   980,637 13,637 SH   SOLE   13,637 0 0
FEDERAL RLTY INVT TR NEW SH BEN INT NEW 313745101   812,757 7,260 SH   SOLE   7,260 0 0
FEDERAL SIGNAL CORP COM 313855108   701,610 7,594 SH   SOLE   7,594 0 0
FEDERATED HERMES INC CL B 314211103   2,196,548 53,431 SH   SOLE   53,431 0 0
FIFTH THIRD BANCORP COM 316773100   7,671,114 181,436 SH   SOLE   181,436 0 0
FIRST ADVANTAGE CORP NEW COM 31846B108   217,137 11,593 SH   SOLE   11,593 0 0
FIRST BANCORP P R COM NEW 318672706   1,394,733 75,026 SH   SOLE   75,026 0 0
FIVE BELOW INC COM 33829M101   2,034,755 19,386 SH   SOLE   19,386 0 0
FLAGSTAR FINANCIAL INC COM NEW 649445400   839,467 89,975 SH   SOLE   89,975 0 0
FLOOR & DECOR HLDGS INC CL A 339750101   466,795 4,682 SH   SOLE   4,682 0 0
FOX CORP CL A COM 35137L105   2,022,677 41,636 SH   SOLE   41,636 0 0
FREEPORT-MCMORAN INC CL B 35671D857   667,771 17,536 SH   SOLE   17,536 0 0
FRESHWORKS INC CLASS A COM 358054104   594,134 36,743 SH   SOLE   36,743 0 0
GALLAGHER ARTHUR J & CO COM 363576109   1,196,144 4,214 SH   SOLE   4,214 0 0
GAP INC COM 364760108   3,107,345 131,500 SH   SOLE   131,500 0 0
GARMIN LTD SHS H2906T109   5,843,140 28,329 SH   SOLE   28,329 0 0
GARTNER INC COM 366651107   1,188,405 2,453 SH   SOLE   2,453 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   344,539 4,407 SH   SOLE   4,407 0 0
GENERAC HLDGS INC COM 368736104   1,069,070 6,895 SH   SOLE   6,895 0 0
GENERAL MLS INC COM 370334104   596,568 9,355 SH   SOLE   9,355 0 0
GENPACT LIMITED SHS G3922B107   1,978,964 46,076 SH   SOLE   46,076 0 0
GENTEX CORP COM 371901109   383,517 13,349 SH   SOLE   13,349 0 0
GILEAD SCIENCES INC COM 375558103   268,981 2,912 SH   SOLE   2,912 0 0
GLOBAL E ONLINE LTD SHS M5216V106   2,652,775 48,648 SH   SOLE   48,648 0 0
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108   1,884,307 43,913 SH   SOLE   43,913 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101   200,577 7,385 SH   SOLE   7,385 0 0
GRIFFON CORP COM 398433102   533,242 7,482 SH   SOLE   7,482 0 0
HASBRO INC COM 418056107   6,630,814 118,598 SH   SOLE   118,598 0 0
HECLA MNG CO COM 422704106   322,513 65,685 SH   SOLE   65,685 0 0
HEICO CORP NEW COM 422806109   5,033,194 21,171 SH   SOLE   21,171 0 0
HELMERICH & PAYNE INC COM 423452101   2,550,393 79,650 SH   SOLE   79,650 0 0
HESS MIDSTREAM LP CL A SHS 428103105   705,459 19,051 SH   SOLE   19,051 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   1,513,203 70,876 SH   SOLE   70,876 0 0
HIGHWOODS PPTYS INC COM 431284108   370,049 12,101 SH   SOLE   12,101 0 0
HILTON GRAND VACATIONS INC COM 43283X105   1,601,079 41,106 SH   SOLE   41,106 0 0
HOME BANCSHARES INC COM 436893200   1,108,624 39,174 SH   SOLE   39,174 0 0
HONEYWELL INTL INC COM 438516106   413,153 1,829 SH   SOLE   1,829 0 0
HUBBELL INC COM 443510607   772,433 1,844 SH   SOLE   1,844 0 0
HUBSPOT INC COM 443573100   3,354,251 4,814 SH   SOLE   4,814 0 0
HUNTINGTON BANCSHARES INC COM 446150104   283,830 17,445 SH   SOLE   17,445 0 0
ILLINOIS TOOL WKS INC COM 452308109   532,222 2,099 SH   SOLE   2,099 0 0
IMPINJ INC COM 453204109   919,641 6,331 SH   SOLE   6,331 0 0
INGERSOLL RAND INC COM 45687V106   879,271 9,720 SH   SOLE   9,720 0 0
INGREDION INC COM 457187102   1,470,241 10,688 SH   SOLE   10,688 0 0
INNOSPEC INC COM 45768S105   236,519 2,149 SH   SOLE   2,149 0 0
INTAPP INC COM 45827U109   1,797,468 28,046 SH   SOLE   28,046 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   782,750 5,253 SH   SOLE   5,253 0 0
INTERDIGITAL INC COM 45867G101   646,637 3,338 SH   SOLE   3,338 0 0
INTERNATIONAL BANCSHARES COR COM 459044103   304,873 4,827 SH   SOLE   4,827 0 0
INTERPARFUMS INC COM 458334109   1,076,804 8,188 SH   SOLE   8,188 0 0
INTERPUBLIC GROUP COS INC COM 460690100   610,612 21,792 SH   SOLE   21,792 0 0
IONIS PHARMACEUTICALS INC COM 462222100   1,792,819 51,282 SH   SOLE   51,282 0 0
IOVANCE BIOTHERAPEUTICS INC COM 462260100   550,745 74,425 SH   SOLE   74,425 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102   483,850 16,673 SH   SOLE   16,673 0 0
ITRON INC COM 465741106   5,082,847 46,812 SH   SOLE   46,812 0 0
JANUS HENDERSON GROUP PLC ORD SHS G4474Y214   2,868,563 67,448 SH   SOLE   67,448 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105   3,799,424 30,852 SH   SOLE   30,852 0 0
JOBY AVIATION INC COMMON STOCK G65163100   281,729 34,653 SH   SOLE   34,653 0 0
JOHNSON & JOHNSON COM 478160104   323,660 2,238 SH   SOLE   2,238 0 0
JONES LANG LASALLE INC COM 48020Q107   429,832 1,698 SH   SOLE   1,698 0 0
JPMORGAN CHASE & CO. COM 46625H100   349,018 1,456 SH   SOLE   1,456 0 0
KEMPER CORP COM 488401100   1,131,141 17,025 SH   SOLE   17,025 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   2,140,395 13,325 SH   SOLE   13,325 0 0
KINDER MORGAN INC DEL COM 49456B101   835,618 30,497 SH   SOLE   30,497 0 0
KLA CORP COM NEW 482480100   2,527,411 4,011 SH   SOLE   4,011 0 0
KONTOOR BRANDS INC COM 50050N103   2,708,864 31,716 SH   SOLE   31,716 0 0
KRAFT HEINZ CO COM 500754106   6,545,038 213,124 SH   SOLE   213,124 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109   207,757 988 SH   SOLE   988 0 0
LAM RESEARCH CORP COM NEW 512807306   1,350,195 18,693 SH   SOLE   18,693 0 0
LANTHEUS HLDGS INC COM 516544103   1,040,867 11,635 SH   SOLE   11,635 0 0
LCI INDS COM 50189K103   900,010 8,705 SH   SOLE   8,705 0 0
LEVI STRAUSS & CO NEW CL A COM STK 52736R102   465,854 26,928 SH   SOLE   26,928 0 0
LINDE PLC SHS G54950103   2,828,953 6,757 SH   SOLE   6,757 0 0
LITHIA MTRS INC COM 536797103   2,020,909 5,654 SH   SOLE   5,654 0 0
LIVANOVA PLC SHS G5509L101   397,016 8,573 SH   SOLE   8,573 0 0
LPL FINL HLDGS INC COM 50212V100   1,153,233 3,532 SH   SOLE   3,532 0 0
LUCID GROUP INC COM 549498103   1,214,979 402,311 SH   SOLE   402,311 0 0
LUMEN TECHNOLOGIES INC COM 550241103   370,224 69,722 SH   SOLE   69,722 0 0
LXP INDUSTRIAL TRUST COM 529043101   473,932 58,366 SH   SOLE   58,366 0 0
LYFT INC CL A COM 55087P104   340,005 26,357 SH   SOLE   26,357 0 0
M & T BK CORP COM 55261F104   736,247 3,916 SH   SOLE   3,916 0 0
M/I HOMES INC COM 55305B101   359,364 2,703 SH   SOLE   2,703 0 0
MAGNOLIA OIL & GAS CORP CL A 559663109   1,614,085 69,037 SH   SOLE   69,037 0 0
MARKETAXESS HLDGS INC COM 57060D108   214,738 950 SH   SOLE   950 0 0
MARTIN MARIETTA MATLS INC COM 573284106   1,312,943 2,542 SH   SOLE   2,542 0 0
MASCO CORP COM 574599106   1,951,480 26,891 SH   SOLE   26,891 0 0
MATADOR RES CO COM 576485205   1,445,376 25,691 SH   SOLE   25,691 0 0
MATTEL INC COM 577081102   306,339 17,278 SH   SOLE   17,278 0 0
MCDONALDS CORP COM 580135101   874,888 3,018 SH   SOLE   3,018 0 0
MEDPACE HLDGS INC COM 58506Q109   4,340,917 13,066 SH   SOLE   13,066 0 0
MEDTRONIC PLC SHS G5960L103   7,971,065 99,788 SH   SOLE   99,788 0 0
MERUS N V COM N5749R100   926,025 22,022 SH   SOLE   22,022 0 0
META PLATFORMS INC CL A 30303M102   1,535,207 2,622 SH   SOLE   2,622 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105   1,097,641 897 SH   SOLE   897 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   997,489 17,393 SH   SOLE   17,393 0 0
MICROSOFT CORP COM 594918104   8,823,260 20,933 SH   SOLE   20,933 0 0
MICROSTRATEGY INC CL A NEW 594972408   738,241 2,549 SH   SOLE   2,549 0 0
MKS INSTRS INC COM 55306N104   325,384 3,117 SH   SOLE   3,117 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104   715,845 35,936 SH   SOLE   35,936 0 0
MOELIS & CO CL A 60786M105   726,979 9,840 SH   SOLE   9,840 0 0
MOHAWK INDS INC COM 608190104   1,038,575 8,718 SH   SOLE   8,718 0 0
MOLSON COORS BEVERAGE CO CL B 60871R209   441,995 7,711 SH   SOLE   7,711 0 0
MONDAY COM LTD SHS M7S64H106   1,478,799 6,281 SH   SOLE   6,281 0 0
MONGODB INC CL A 60937P106   2,832,832 12,168 SH   SOLE   12,168 0 0
MORNINGSTAR INC COM 617700109   1,723,201 5,117 SH   SOLE   5,117 0 0
MSCI INC COM 55354G100   4,072,868 6,788 SH   SOLE   6,788 0 0
MUELLER INDS INC COM 624756102   352,120 4,437 SH   SOLE   4,437 0 0
MURPHY USA INC COM 626755102   2,060,687 4,107 SH   SOLE   4,107 0 0
NATERA INC COM 632307104   4,962,072 31,346 SH   SOLE   31,346 0 0
NETFLIX INC COM 64110L106   7,950,574 8,920 SH   SOLE   8,920 0 0
NEW FORTRESS ENERGY INC COM CL A 644393100   817,750 54,084 SH   SOLE   54,084 0 0
NEWELL BRANDS INC COM 651229106   1,048,519 105,273 SH   SOLE   105,273 0 0
NEWMONT CORP COM 651639106   1,486,046 39,926 SH   SOLE   39,926 0 0
NEXTRACKER INC CLASS A COM 65290E101   1,251,737 34,266 SH   SOLE   34,266 0 0
NORTHROP GRUMMAN CORP COM 666807102   3,132,511 6,675 SH   SOLE   6,675 0 0
NOV INC COM 62955J103   3,359,898 230,130 SH   SOLE   230,130 0 0
NOVA LTD COM M7516K103   388,582 1,973 SH   SOLE   1,973 0 0
NUTANIX INC CL A 67059N108   5,574,293 91,113 SH   SOLE   91,113 0 0
NUVALENT INC COM 670703107   261,690 3,343 SH   SOLE   3,343 0 0
NVIDIA CORPORATION COM 67066G104   2,283,870 17,007 SH   SOLE   17,007 0 0
OKTA INC CL A 679295105   1,844,472 23,407 SH   SOLE   23,407 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100   1,503,457 8,523 SH   SOLE   8,523 0 0
OLD REP INTL CORP COM 680223104   655,184 18,104 SH   SOLE   18,104 0 0
OMNICOM GROUP INC COM 681919106   4,585,416 53,294 SH   SOLE   53,294 0 0
ON HLDG AG NAMEN AKT A H5919C104   6,538,059 119,373 SH   SOLE   119,373 0 0
ON SEMICONDUCTOR CORP COM 682189105   517,956 8,215 SH   SOLE   8,215 0 0
ONEOK INC NEW COM 682680103   340,256 3,389 SH   SOLE   3,389 0 0
ONTO INNOVATION INC COM 683344105   402,341 2,414 SH   SOLE   2,414 0 0
OPTION CARE HEALTH INC COM NEW 68404L201   862,390 37,172 SH   SOLE   37,172 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   2,762,914 2,330 SH   SOLE   2,330 0 0
OSHKOSH CORP COM 688239201   2,549,587 26,818 SH   SOLE   26,818 0 0
OWENS CORNING NEW COM 690742101   782,620 4,595 SH   SOLE   4,595 0 0
PACKAGING CORP AMER COM 695156109   278,936 1,239 SH   SOLE   1,239 0 0
PALO ALTO NETWORKS INC COM 697435105   322,979 1,775 SH   SOLE   1,775 0 0
PATTERSON-UTI ENERGY INC COM 703481101   124,635 15,089 SH   SOLE   15,089 0 0
PEGASYSTEMS INC COM 705573103   630,498 6,765 SH   SOLE   6,765 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100   330,965 38,042 SH   SOLE   38,042 0 0
PENN ENTERTAINMENT INC COM 707569109   3,422,062 172,657 SH   SOLE   172,657 0 0
PENSKE AUTOMOTIVE GRP INC COM 70959W103   552,595 3,625 SH   SOLE   3,625 0 0
PEPSICO INC COM 713448108   5,731,446 37,692 SH   SOLE   37,692 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103   1,136,859 13,446 SH   SOLE   13,446 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   2,931,104 203,832 SH   SOLE   203,832 0 0
PG&E CORP COM 69331C108   282,823 14,015 SH   SOLE   14,015 0 0
PHILIP MORRIS INTL INC COM 718172109   5,424,415 45,072 SH   SOLE   45,072 0 0
PINNACLE WEST CAP CORP COM 723484101   436,057 5,144 SH   SOLE   5,144 0 0
POOL CORP COM 73278L105   7,118,827 20,880 SH   SOLE   20,880 0 0
POPULAR INC COM NEW 733174700   1,783,095 18,957 SH   SOLE   18,957 0 0
PPG INDS INC COM 693506107   368,025 3,081 SH   SOLE   3,081 0 0
PRICE T ROWE GROUP INC COM 74144T108   2,914,555 25,772 SH   SOLE   25,772 0 0
PROGRESS SOFTWARE CORP COM 743312100   512,991 7,874 SH   SOLE   7,874 0 0
PROGRESSIVE CORP COM 743315103   1,487,499 6,208 SH   SOLE   6,208 0 0
PROLOGIS INC. COM 74340W103   1,006,158 9,519 SH   SOLE   9,519 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106   470,863 5,573 SH   SOLE   5,573 0 0
PULTE GROUP INC COM 745867101   1,391,089 12,774 SH   SOLE   12,774 0 0
Q2 HLDGS INC COM 74736L109   248,606 2,470 SH   SOLE   2,470 0 0
QUALCOMM INC COM 747525103   408,322 2,658 SH   SOLE   2,658 0 0
QUALYS INC COM 74758T303   2,169,063 15,469 SH   SOLE   15,469 0 0
QUANTA SVCS INC COM 74762E102   223,131 706 SH   SOLE   706 0 0
RAMBUS INC DEL COM 750917106   1,062,645 20,103 SH   SOLE   20,103 0 0
RBC BEARINGS INC COM 75524B104   430,163 1,438 SH   SOLE   1,438 0 0
REGENERON PHARMACEUTICALS COM 75886F107   2,517,374 3,534 SH   SOLE   3,534 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100   4,116,071 175,003 SH   SOLE   175,003 0 0
REMITLY GLOBAL INC COM 75960P104   4,258,778 188,692 SH   SOLE   188,692 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104   527,430 22,882 SH   SOLE   22,882 0 0
REXFORD INDL RLTY INC COM 76169C100   512,941 13,268 SH   SOLE   13,268 0 0
REYNOLDS CONSUMER PRODS INC COM 76171L106   1,154,227 42,765 SH   SOLE   42,765 0 0
RINGCENTRAL INC CL A 76680R206   3,815,005 108,969 SH   SOLE   108,969 0 0
ROBINHOOD MKTS INC COM CL A 770700102   432,775 11,615 SH   SOLE   11,615 0 0
ROCKWELL AUTOMATION INC COM 773903109   252,638 884 SH   SOLE   884 0 0
ROKU INC COM CL A 77543R102   1,125,285 15,137 SH   SOLE   15,137 0 0
ROYAL CARIBBEAN GROUP COM V7780T103   6,887,711 29,857 SH   SOLE   29,857 0 0
ROYAL GOLD INC COM 780287108   598,072 4,536 SH   SOLE   4,536 0 0
RPM INTL INC COM 749685103   1,316,004 10,694 SH   SOLE   10,694 0 0
RTX CORPORATION COM 75513E101   1,123,525 9,709 SH   SOLE   9,709 0 0
SAMSARA INC COM CL A 79589L106   1,171,897 26,823 SH   SOLE   26,823 0 0
SAREPTA THERAPEUTICS INC COM 803607100   3,641,864 29,952 SH   SOLE   29,952 0 0
SCHLUMBERGER LTD COM STK 806857108   346,019 9,025 SH   SOLE   9,025 0 0
SCIENCE APPLICATIONS INTL CO COM 808625107   1,331,188 11,909 SH   SOLE   11,909 0 0
SCORPIO TANKERS INC SHS Y7542C130   670,169 13,487 SH   SOLE   13,487 0 0
SCOTTS MIRACLE-GRO CO CL A 810186106   826,994 12,466 SH   SOLE   12,466 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   793,189 9,190 SH   SOLE   9,190 0 0
SERVICE CORP INTL COM 817565104   629,620 7,888 SH   SOLE   7,888 0 0
SITIO ROYALTIES CORP CLASS A COM 82983N108   599,241 31,243 SH   SOLE   31,243 0 0
SKECHERS U S A INC CL A 830566105   272,188 4,048 SH   SOLE   4,048 0 0
SL GREEN RLTY CORP COM 78440X887   820,813 12,085 SH   SOLE   12,085 0 0
SM ENERGY CO COM 78454L100   329,189 8,493 SH   SOLE   8,493 0 0
SMUCKER J M CO COM NEW 832696405   2,729,104 24,783 SH   SOLE   24,783 0 0
SNAP INC CL A 83304A106   1,795,865 166,747 SH   SOLE   166,747 0 0
SONOCO PRODS CO COM 835495102   1,531,106 31,343 SH   SOLE   31,343 0 0
SOUTHERN COPPER CORP COM 84265V105   290,522 3,188 SH   SOLE   3,188 0 0
SOUTHSTATE CORPORATION COM 840441109   339,227 3,410 SH   SOLE   3,410 0 0
SPORTRADAR GROUP AG CLASS A ORD SHS H8088L103   237,194 13,679 SH   SOLE   13,679 0 0
SPRINGWORKS THERAPEUTICS INC COM 85205L107   1,155,148 31,972 SH   SOLE   31,972 0 0
STATE STR CORP COM 857477103   526,182 5,361 SH   SOLE   5,361 0 0
STEEL DYNAMICS INC COM 858119100   840,126 7,365 SH   SOLE   7,365 0 0
STERIS PLC SHS USD G8473T100   1,800,500 8,759 SH   SOLE   8,759 0 0
STRYKER CORPORATION COM 863667101   516,672 1,435 SH   SOLE   1,435 0 0
SYNCHRONY FINANCIAL COM 87165B103   3,830,060 58,924 SH   SOLE   58,924 0 0
SYSCO CORP COM 871829107   485,597 6,351 SH   SOLE   6,351 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   349,200 1,897 SH   SOLE   1,897 0 0
TAPESTRY INC COM 876030107   1,009,871 15,458 SH   SOLE   15,458 0 0
TARGET CORP COM 87612E106   1,309,353 9,686 SH   SOLE   9,686 0 0
TAYLOR MORRISON HOME CORP COM 87724P106   573,415 9,368 SH   SOLE   9,368 0 0
TECHNIPFMC PLC COM G87110105   313,796 10,843 SH   SOLE   10,843 0 0
TEXAS ROADHOUSE INC COM 882681109   617,431 3,422 SH   SOLE   3,422 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   316,820 609 SH   SOLE   609 0 0
TJX COS INC NEW COM 872540109   6,405,829 53,024 SH   SOLE   53,024 0 0
TOAST INC CL A 888787108   4,257,870 116,814 SH   SOLE   116,814 0 0
TOLL BROTHERS INC COM 889478103   5,606,412 44,513 SH   SOLE   44,513 0 0
TOPBUILD CORP COM 89055F103   2,247,563 7,219 SH   SOLE   7,219 0 0
TORO CO COM 891092108   8,098,911 101,110 SH   SOLE   101,110 0 0
TRACTOR SUPPLY CO COM 892356106   1,058,865 19,956 SH   SOLE   19,956 0 0
TRANSOCEAN LTD REGISTERED SHS H8817H100   1,434,990 382,664 SH   SOLE   382,664 0 0
TRI POINTE HOMES INC COM 87265H109   320,828 8,848 SH   SOLE   8,848 0 0
TRIMBLE INC COM 896239100   1,340,915 18,977 SH   SOLE   18,977 0 0
TYLER TECHNOLOGIES INC COM 902252105   2,852,061 4,946 SH   SOLE   4,946 0 0
UBER TECHNOLOGIES INC COM 90353T100   1,074,661 17,816 SH   SOLE   17,816 0 0
UIPATH INC CL A 90364P105   954,343 75,086 SH   SOLE   75,086 0 0
ULTA BEAUTY INC COM 90384S303   4,781,185 10,993 SH   SOLE   10,993 0 0
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108   348,929 8,294 SH   SOLE   8,294 0 0
UMB FINL CORP COM 902788108   661,811 5,864 SH   SOLE   5,864 0 0
UNDER ARMOUR INC CL A 904311107   1,479,305 178,660 SH   SOLE   178,660 0 0
UNITED RENTALS INC COM 911363109   1,885,786 2,677 SH   SOLE   2,677 0 0
UNITY SOFTWARE INC COM 91332U101   1,204,774 53,617 SH   SOLE   53,617 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100   549,384 3,062 SH   SOLE   3,062 0 0
UNUM GROUP COM 91529Y106   1,167,385 15,985 SH   SOLE   15,985 0 0
UPSTART HLDGS INC COM 91680M107   949,717 15,425 SH   SOLE   15,425 0 0
URANIUM ENERGY CORP COM 916896103   241,469 36,094 SH   SOLE   36,094 0 0
US BANCORP DEL COM NEW 902973304   7,367,685 154,039 SH   SOLE   154,039 0 0
VAIL RESORTS INC COM 91879Q109   4,876,512 26,015 SH   SOLE   26,015 0 0
VALMONT INDS INC COM 920253101   2,844,058 9,274 SH   SOLE   9,274 0 0
VALVOLINE INC COM 92047W101   723,057 19,985 SH   SOLE   19,985 0 0
VEEVA SYS INC CL A COM 922475108   4,143,187 19,706 SH   SOLE   19,706 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   3,667,363 91,707 SH   SOLE   91,707 0 0
VERRA MOBILITY CORP CL A COM STK 92511U102   222,915 9,219 SH   SOLE   9,219 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   1,327,299 3,296 SH   SOLE   3,296 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   622,583 5,480 SH   SOLE   5,480 0 0
VICTORIAS SECRET AND CO COMMON STOCK 926400102   288,035 6,954 SH   SOLE   6,954 0 0
VIKING THERAPEUTICS INC COM 92686J106   1,489,403 37,013 SH   SOLE   37,013 0 0
VISTEON CORP COM NEW 92839U206   785,083 8,849 SH   SOLE   8,849 0 0
VULCAN MATLS CO COM 929160109   369,897 1,438 SH   SOLE   1,438 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104   702,567 66,468 SH   SOLE   66,468 0 0
WATERS CORP COM 941848103   261,541 705 SH   SOLE   705 0 0
WAYFAIR INC CL A 94419L101   278,906 6,293 SH   SOLE   6,293 0 0
WELLS FARGO CO NEW COM 949746101   1,552,093 22,097 SH   SOLE   22,097 0 0
WESCO INTL INC COM 95082P105   437,923 2,420 SH   SOLE   2,420 0 0
WESTERN DIGITAL CORP COM 958102105   4,452,930 74,676 SH   SOLE   74,676 0 0
WESTLAKE CORPORATION COM 960413102   450,460 3,929 SH   SOLE   3,929 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104   483,223 17,166 SH   SOLE   17,166 0 0
WILLIAMS SONOMA INC COM 969904101   533,874 2,883 SH   SOLE   2,883 0 0
WILLSCOT HLDGS CORP COM CL A 971378104   293,959 8,788 SH   SOLE   8,788 0 0
WINGSTOP INC COM 974155103   1,713,158 6,028 SH   SOLE   6,028 0 0
WOODWARD INC COM 980745103   261,446 1,571 SH   SOLE   1,571 0 0
XP INC CL A G98239109   133,858 11,296 SH   SOLE   11,296 0 0
XYLEM INC COM 98419M100   361,982 3,120 SH   SOLE   3,120 0 0
YELP INC CL A 985817105   1,195,791 30,899 SH   SOLE   30,899 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105   2,894,719 7,495 SH   SOLE   7,495 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200   285,241 3,852 SH   SOLE   3,852 0 0
ZIM INTEGRATED SHIPPING SERV SHS M9T951109   3,341,784 155,649 SH   SOLE   155,649 0 0
ZSCALER INC COM 98980G102   4,783,932 26,517 SH   SOLE   26,517 0 0