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
10X GENOMICS INC CL A COM 88025U109 BBG007WX14X0 205,262 14,294 SH   SOLE   0 0 14,294
AAON INC COM PAR $0.004 000360206 BBG000C2LZP3 405,996 3,450 SH   SOLE   0 0 3,450
ABBOTT LABS COM 002824100 BBG000B9ZXB4 273,274 2,416 SH   SOLE   0 0 2,416
ABBVIE INC COM 00287Y109 BBG0025Y4RY4 11,380,797 64,045 SH   SOLE   0 0 64,045
ADOBE INC COM 00724F101 BBG000BB5006 212,557 478 SH   SOLE   0 0 478
AFFIRM HLDGS INC COM CL A 00827B106 BBG00Y7BP8Y1 2,904,626 47,695 SH   SOLE   0 0 47,695
AFLAC INC COM 001055102 BBG000BBBNC6 249,704 2,414 SH   SOLE   0 0 2,414
AGILON HEALTH INC COM 00857U107 BBG00HCYVQQ4 888,168 467,457 SH   SOLE   0 0 467,457
ALLSTATE CORP COM 020002101 BBG000BVMGF2 3,009,066 15,608 SH   SOLE   0 0 15,608
ALLY FINL INC COM 02005N100 BBG000BC2R71 275,765 7,658 SH   SOLE   0 0 7,658
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 BBG000BFGNJ5 8,749,061 37,181 SH   SOLE   0 0 37,181
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JX6 62,171,988 328,431 SH   SOLE   0 0 328,431
AMAZON COM INC COM 023135106 BBG000BVPV84 54,892,694 250,206 SH   SOLE   0 0 250,206
AMC ENTMT HLDGS INC CL A NEW 00165C302 BBG000TDCVT6 545,204 136,986 SH   SOLE   0 0 136,986
AMEREN CORP COM 023608102 BBG000B9X8C0 298,173 3,345 SH   SOLE   0 0 3,345
AMERICAN WTR WKS CO INC NEW COM 030420103 BBG000TRJ294 513,521 4,125 SH   SOLE   0 0 4,125
AMETEK INC COM 031100100 BBG000B9XG87 1,498,141 8,311 SH   SOLE   0 0 8,311
AMGEN INC COM 031162100 BBG000BBS2Y0 1,523,962 5,847 SH   SOLE   0 0 5,847
AMNEAL PHARMACEUTICALS INC COM STK CL A 03168L105 BBG00462PGG0 443,219 55,962 SH   SOLE   0 0 55,962
AMPHENOL CORP NEW CL A 032095101 BBG000B9YJ35 4,354,515 62,700 SH   SOLE   0 0 62,700
ANALOG DEVICES INC COM 032654105 BBG000BB6G37 2,000,948 9,418 SH   SOLE   0 0 9,418
ANTERO RESOURCES CORP COM 03674X106 BBG000PW5VX1 1,597,053 45,565 SH   SOLE   0 0 45,565
AON PLC SHS CL A G0403H108 BBG00SSQFPK6 1,863,322 5,188 SH   SOLE   0 0 5,188
APPLE INC COM 037833100 BBG000B9XRY4 90,447,196 361,182 SH   SOLE   0 0 361,182
APPLIED MATLS INC COM 038222105 BBG000BBPFB9 3,416,856 21,010 SH   SOLE   0 0 21,010
APPLOVIN CORP COM CL A 03831W108 BBG006HFPX77 1,248,365 3,855 SH   SOLE   0 0 3,855
ARCHER DANIELS MIDLAND CO COM 039483102 BBG000BB6WG8 3,900,296 77,203 SH   SOLE   0 0 77,203
ARISTA NETWORKS INC COM SHS 040413205 BBG000N2HDY5 3,072,623 27,799 SH   SOLE   0 0 27,799
ASTERA LABS INC COM 04626A103 BBG00TDKHW99 4,700,253 35,487 SH   SOLE   0 0 35,487
AT&T INC COM 00206R102 BBG000BSJK37 7,841,191 344,365 SH   SOLE   0 0 344,365
ATMUS FILTRATION TECHNOLOGIE COM 04956D107 BBG01B079Z74 454,566 11,602 SH   SOLE   0 0 11,602
AUTOMATIC DATA PROCESSING IN COM 053015103 BBG000JG0547 3,705,669 12,659 SH   SOLE   0 0 12,659
AVEPOINT INC COM CL A 053604104 BBG00Q73LFG4 366,555 22,202 SH   SOLE   0 0 22,202
BADGER METER INC COM 056525108 BBG000BDGHD9 334,513 1,577 SH   SOLE   0 0 1,577
BAKER HUGHES COMPANY CL A 05722G100 BBG00GBVBK51 256,949 6,264 SH   SOLE   0 0 6,264
BANK AMERICA CORP COM 060505104 BBG000BCTLF6 6,600,938 150,192 SH   SOLE   0 0 150,192
BEACON ROOFING SUPPLY INC COM 073685109 BBG000BKTXF2 386,512 3,805 SH   SOLE   0 0 3,805
BECTON DICKINSON & CO COM 075887109 BBG000BCZYD3 1,583,099 6,978 SH   SOLE   0 0 6,978
BELLRING BRANDS INC COMMON STOCK 07831C103 BBG013QNJHP8 4,313,290 57,251 SH   SOLE   0 0 57,251
BENTLEY SYS INC COM CL B 08265T208 BBG000BMSRR9 203,752 4,363 SH   SOLE   0 0 4,363
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG000DWG505 22,278,712 49,150 SH   SOLE   0 0 49,150
BEST BUY INC COM 086516101 BBG000BCWCG1 230,373 2,685 SH   SOLE   0 0 2,685
BLEND LABS INC CL A 09352U108 BBG00D0YK7T7 206,833 49,129 SH   SOLE   0 0 49,129
BOOKING HOLDINGS INC COM 09857L108 BBG000BLBVN4 1,679,326 338 SH   SOLE   0 0 338
BOSTON SCIENTIFIC CORP COM 101137107 BBG000C0LW92 5,001,205 55,992 SH   SOLE   0 0 55,992
BOWHEAD SPECIALTY HLDGS INC COM SHS 10240L102 BBG01MF58GZ0 5,453,847 153,543 SH   SOLE   0 0 153,543
BRISTOL-MYERS SQUIBB CO COM 110122108 BBG000DQLV23 2,110,423 37,313 SH   SOLE   0 0 37,313
BROADCOM INC COM 11135F101 BBG00KHY5S69 14,312,642 61,735 SH   SOLE   0 0 61,735
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 BBG000PPFKQ7 573,364 2,536 SH   SOLE   0 0 2,536
BURKE HERBERT FINL SVCS CORP COM 12135Y108 BBG019X33P07 307,123 4,925 SH   SOLE   0 0 4,925
CALUMET INC COM 131428104 BBG01NQ82GB2 538,587 24,459 SH   SOLE   0 0 24,459
CAMPING WORLD HLDGS INC CL A 13462K109 BBG00D2Z7X83 632,463 30,003 SH   SOLE   0 0 30,003
CARDINAL HEALTH INC COM 14149Y108 BBG000D898T9 10,279,437 86,915 SH   SOLE   0 0 86,915
CARMAX INC COM 143130102 BBG000BLMZK6 610,665 7,469 SH   SOLE   0 0 7,469
CARNIVAL CORP UNIT 99/99/9999 143658300 BBG000BF6LY3 5,940,953 238,401 SH   SOLE   0 0 238,401
CARVANA CO CL A 146869102 BBG00GCTWDJ3 7,502,154 36,891 SH   SOLE   0 0 36,891
CAVA GROUP INC COM 148929102 BBG00GBR8753 6,604,440 58,550 SH   SOLE   0 0 58,550
CENTENE CORP DEL COM 15135B101 BBG000BDXCJ5 3,655,882 60,348 SH   SOLE   0 0 60,348
CENTERPOINT ENERGY INC COM 15189T107 BBG000FDBX90 1,849,161 58,278 SH   SOLE   0 0 58,278
CHEMED CORP NEW COM 16359R103 BBG000C19QW1 1,135,891 2,144 SH   SOLE   0 0 2,144
CHENIERE ENERGY INC COM NEW 16411R208 BBG000C3HSR0 3,898,386 18,143 SH   SOLE   0 0 18,143
CHIPOTLE MEXICAN GRILL INC COM 169656105 BBG000QX74T1 2,066,602 34,272 SH   SOLE   0 0 34,272
CHURCH & DWIGHT CO INC COM 171340102 BBG000BFJT36 545,749 5,212 SH   SOLE   0 0 5,212
CISCO SYS INC COM 17275R102 BBG000C3J3C9 2,278,134 38,482 SH   SOLE   0 0 38,482
CITIGROUP INC COM NEW 172967424 BBG000FY4S11 3,990,057 56,685 SH   SOLE   0 0 56,685
CITIZENS FINL GROUP INC COM 174610105 BBG006Q0HY77 323,036 7,382 SH   SOLE   0 0 7,382
CLEAR CHANNEL OUTDOOR HLDGS COM 18453H106 BBG000SSC5C9 302,858 221,064 SH   SOLE   0 0 221,064
CLOUDFLARE INC CL A COM 18915M107 BBG001WMKHH5 428,136 3,976 SH   SOLE   0 0 3,976
CNH INDL N V SHS N20944109 BBG0059JSF49 1,235,140 109,015 SH   SOLE   0 0 109,015
COCA COLA CO COM 191216100 BBG000BMX289 2,512,627 40,357 SH   SOLE   0 0 40,357
COCA COLA CONS INC COM 191098102 BBG000BG1SX2 396,897 315 SH   SOLE   0 0 315
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 BBG000BBDV81 852,821 11,090 SH   SOLE   0 0 11,090
COLGATE PALMOLIVE CO COM 194162103 BBG000BFQYY3 2,437,206 26,809 SH   SOLE   0 0 26,809
COMMUNITY HEALTH SYS INC NEW COM 203668108 BBG000BDY3Y7 2,096,157 701,056 SH   SOLE   0 0 701,056
COMMVAULT SYS INC COM 204166102 BBG000BG88X9 873,316 5,787 SH   SOLE   0 0 5,787
COMPASS INC CL A 20464U100 BBG00J5SXTH3 1,006,346 172,025 SH   SOLE   0 0 172,025
COMPOSECURE INC COM CL A 20459V105 BBG00XTTT297 694,480 45,302 SH   SOLE   0 0 45,302
CONSOLIDATED EDISON INC COM 209115104 BBG000BHLYS1 1,686,001 18,895 SH   SOLE   0 0 18,895
CONSTELLATION BRANDS INC CL A 21036P108 BBG000J1QLT0 5,061,342 22,902 SH   SOLE   0 0 22,902
COPART INC COM 217204106 BBG000BM9RH1 1,314,403 22,903 SH   SOLE   0 0 22,903
COREBRIDGE FINL INC COM 21871X109 BBG016HJ8729 567,892 18,974 SH   SOLE   0 0 18,974
CORVEL CORP COM 221006109 BBG000CVKZY0 845,576 7,600 SH   SOLE   0 0 7,600
COSTCO WHSL CORP NEW COM 22160K105 BBG000F6H8W8 387,582 423 SH   SOLE   0 0 423
COTERRA ENERGY INC COM 127097103 BBG000C3GN47 1,078,222 42,217 SH   SOLE   0 0 42,217
CRESCENT ENERGY COMPANY CL A COM 44952J104 BBG013THLHZ4 1,765,399 120,835 SH   SOLE   0 0 120,835
CRH PLC ORD G25508105 BBG000D3JXM1 1,684,512 18,207 SH   SOLE   0 0 18,207
CROWDSTRIKE HLDGS INC CL A 22788C105 BBG00BLYKS03 983,368 2,874 SH   SOLE   0 0 2,874
CSX CORP COM 126408103 BBG000BGJRC8 9,302,699 288,277 SH   SOLE   0 0 288,277
CURTISS WRIGHT CORP COM 231561101 BBG000BGSPS5 875,464 2,467 SH   SOLE   0 0 2,467
CVR ENERGY INC COM 12662P108 BBG000QHV8S1 262,791 14,023 SH   SOLE   0 0 14,023
CVS HEALTH CORP COM 126650100 BBG000BGRY34 387,580 8,634 SH   SOLE   0 0 8,634
D R HORTON INC COM 23331A109 BBG000DQTXY6 1,975,796 14,131 SH   SOLE   0 0 14,131
DATADOG INC CL A COM 23804L103 BBG003NJHZT9 822,904 5,759 SH   SOLE   0 0 5,759
DECKERS OUTDOOR CORP COM 243537107 BBG000BKXYX5 382,215 1,882 SH   SOLE   0 0 1,882
DEXCOM INC COM 252131107 BBG000QTF8K1 4,504,594 57,922 SH   SOLE   0 0 57,922
DIAMOND HILL INVT GROUP INC COM NEW 25264R207 BBG000K7DJG8 337,343 2,175 SH   SOLE   0 0 2,175
DOORDASH INC CL A 25809K105 BBG005D7QCJ3 10,456,361 62,333 SH   SOLE   0 0 62,333
DUKE ENERGY CORP NEW COM NEW 26441C204 BBG000BHGDH5 256,852 2,384 SH   SOLE   0 0 2,384
DUOLINGO INC CL A COM 26603R106 BBG003D4V951 4,443,896 13,706 SH   SOLE   0 0 13,706
DYNATRACE INC COM NEW 268150109 BBG00PNN7C40 388,331 7,145 SH   SOLE   0 0 7,145
EATON CORP PLC SHS G29183103 BBG000BJ3PD2 3,142,809 9,470 SH   SOLE   0 0 9,470
ECOLAB INC COM 278865100 BBG000BHKYH4 2,208,466 9,425 SH   SOLE   0 0 9,425
EDISON INTL COM 281020107 BBG000D7RKJ5 755,446 9,462 SH   SOLE   0 0 9,462
ELEVANCE HEALTH INC COM 036752103 BBG000BCG930 2,668,254 7,233 SH   SOLE   0 0 7,233
ELI LILLY & CO COM 532457108 BBG000BNBDC2 5,664,936 7,338 SH   SOLE   0 0 7,338
EMCOR GROUP INC COM 29084Q100 BBG000BBRPL4 1,452,026 3,199 SH   SOLE   0 0 3,199
EMERSON ELEC CO COM 291011104 BBG000BHX7N2 393,726 3,177 SH   SOLE   0 0 3,177
ENLINK MIDSTREAM LLC COM UNIT REP LTD 29336T100 BBG000F2SFN9 841,133 59,444 SH   SOLE   0 0 59,444
EOG RES INC COM 26875P101 BBG000BZ9223 6,874,409 56,081 SH   SOLE   0 0 56,081
EQT CORP COM 26884L109 BBG000BHZ5J9 1,975,767 42,849 SH   SOLE   0 0 42,849
ERIE INDTY CO CL A 29530P102 BBG000BBTJZ1 490,966 1,191 SH   SOLE   0 0 1,191
ESAB CORPORATION COM 29605J106 BBG0028ZMP45 437,901 3,651 SH   SOLE   0 0 3,651
EVEREST GROUP LTD COM G3223R108 BBG000C1XVK6 2,749,259 7,585 SH   SOLE   0 0 7,585
EXCELERATE ENERGY INC CL A COM 30069T101 BBG014GJSRF5 655,427 21,667 SH   SOLE   0 0 21,667
EXELON CORP COM 30161N101 BBG000J6XT05 13,599,181 361,296 SH   SOLE   0 0 361,296
EXPEDITORS INTL WASH INC COM 302130109 BBG000BJ5GK2 742,934 6,707 SH   SOLE   0 0 6,707
EXXON MOBIL CORP COM 30231G102 BBG000GZQ728 6,564,890 61,029 SH   SOLE   0 0 61,029
FAIR ISAAC CORP COM 303250104 BBG000DW76Y6 6,442,649 3,236 SH   SOLE   0 0 3,236
FEDERATED HERMES INC CL B 314211103 BBG000BP0929 1,107,668 26,944 SH   SOLE   0 0 26,944
FIRSTENERGY CORP COM 337932107 BBG000BB6M98 619,852 15,582 SH   SOLE   0 0 15,582
FLUTTER ENTMT PLC SHS G3643J108 BBG000P2GPN9 1,769,090 6,845 SH   SOLE   0 0 6,845
FORD MTR CO COM 345370860 BBG000BQPC32 1,537,965 155,350 SH   SOLE   0 0 155,350
FORTINET INC COM 34959E109 BBG000BCMBG4 7,256,536 76,805 SH   SOLE   0 0 76,805
FORTIVE CORP COM 34959J108 BBG00BLVZ228 1,730,550 23,074 SH   SOLE   0 0 23,074
FRANKLIN RESOURCES INC COM 354613101 BBG000BD0TF8 235,932 11,628 SH   SOLE   0 0 11,628
FREEPORT-MCMORAN INC CL B 35671D857 BBG000BJDB15 3,759,943 98,738 SH   SOLE   0 0 98,738
FRONTIER GROUP HLDGS INC COM 35909R108 BBG00GCTTK65 251,388 35,357 SH   SOLE   0 0 35,357
GARMIN LTD SHS H2906T109 BBG000C4LN67 6,502,140 31,524 SH   SOLE   0 0 31,524
GARTNER INC COM 366651107 BBG000BB65D0 11,000,376 22,706 SH   SOLE   0 0 22,706
GE AEROSPACE COM NEW 369604301 BBG000BK6MB5 8,180,716 49,048 SH   SOLE   0 0 49,048
GE VERNOVA INC COM 36828A101 BBG013G17W31 9,171,555 27,883 SH   SOLE   0 0 27,883
GENERAL DYNAMICS CORP COM 369550108 BBG000BK67C7 5,219,210 19,808 SH   SOLE   0 0 19,808
GENERAL MLS INC COM 370334104 BBG000BKCFC2 2,119,268 33,233 SH   SOLE   0 0 33,233
GILEAD SCIENCES INC COM 375558103 BBG000CKGBP2 5,205,419 56,354 SH   SOLE   0 0 56,354
GOLDMAN SACHS GROUP INC COM 38141G104 BBG000C6CFJ5 2,457,685 4,292 SH   SOLE   0 0 4,292
GRAINGER W W INC COM 384802104 BBG000BKR1D6 7,934,888 7,528 SH   SOLE   0 0 7,528
GRAY TELEVISION INC COM 389375106 BBG000DSQLQ0 32,048 10,174 SH   SOLE   0 0 10,174
GRINDR INC COM 39854F101 BBG00YV3H700 1,216,581 68,194 SH   SOLE   0 0 68,194
HAMILTON INSURANCE GROUP LTD CL B G42706104 BBG01JRQ9QJ3 1,027,144 53,975 SH   SOLE   0 0 53,975
HAWAIIAN ELEC INDUSTRIES COM 419870100 BBG000BL0P40 892,601 91,737 SH   SOLE   0 0 91,737
HESS MIDSTREAM LP CL A SHS 428103105 BBG00R02H8D5 262,209 7,081 SH   SOLE   0 0 7,081
HOME DEPOT INC COM 437076102 BBG000BKZB36 3,214,224 8,263 SH   SOLE   0 0 8,263
HOWMET AEROSPACE INC COM 443201108 BBG00DYNJGH9 254,832 2,330 SH   SOLE   0 0 2,330
IDEXX LABS INC COM 45168D104 BBG000BLRT07 3,432,792 8,303 SH   SOLE   0 0 8,303
INSPERITY INC COM 45778Q107 BBG000BJ41X2 1,227,836 15,841 SH   SOLE   0 0 15,841
INTAPP INC COM 45827U109 BBG002ZHMJ49 1,824,578 28,469 SH   SOLE   0 0 28,469
INTEL CORP COM 458140100 BBG000C0G1D1 7,415,994 369,875 SH   SOLE   0 0 369,875
INTERCONTINENTAL EXCHANGE IN COM 45866F104 BBG000C1FB75 601,702 4,038 SH   SOLE   0 0 4,038
INTUIT COM 461202103 BBG000BH5DV1 3,375,674 5,371 SH   SOLE   0 0 5,371
INTUITIVE SURGICAL INC COM NEW 46120E602 BBG000BJPDZ1 5,368,359 10,285 SH   SOLE   0 0 10,285
IRADIMED CORP COM 46266A109 BBG006NM92X2 803,880 14,616 SH   SOLE   0 0 14,616
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108 BBG000GBZ3J2 366,485 82,728 SH   SOLE   0 0 82,728
JETBLUE AWYS CORP COM 477143101 BBG000BRQ6L2 118,458 15,071 SH   SOLE   0 0 15,071
JOHNSON & JOHNSON COM 478160104 BBG000BMHYD1 16,408,151 113,457 SH   SOLE   0 0 113,457
JPMORGAN CHASE & CO. COM 46625H100 BBG000DMBXR2 17,999,105 75,087 SH   SOLE   0 0 75,087
KIMBERLY-CLARK CORP COM 494368103 BBG000BMW2Z0 2,544,011 19,414 SH   SOLE   0 0 19,414
KINETIK HOLDINGS INC COM NEW CL A 02215L209 BBG00GCLZ7B8 1,913,622 33,744 SH   SOLE   0 0 33,744
KIRBY CORP COM 497266106 BBG000BMQCP6 1,310,016 12,382 SH   SOLE   0 0 12,382
KKR & CO INC COM 48251W104 BBG000BCQ6J8 513,691 3,473 SH   SOLE   0 0 3,473
KLA CORP COM NEW 482480100 BBG000BMTFR4 8,894,774 14,116 SH   SOLE   0 0 14,116
KODIAK GAS SVCS INC COM 50012A108 BBG01G4G6XV0 866,086 21,212 SH   SOLE   0 0 21,212
KYNDRYL HLDGS INC COMMON STOCK 50155Q100 BBG012W99DN6 4,344,307 125,558 SH   SOLE   0 0 125,558
LAM RESEARCH CORP COM NEW 512807306 BBG000BNFLM9 8,995,091 124,534 SH   SOLE   0 0 124,534
LANCASTER COLONY CORP COM 513847103 BBG000BN1M88 243,435 1,406 SH   SOLE   0 0 1,406
LANDSTAR SYS INC COM 515098101 BBG000BB2KN0 312,441 1,818 SH   SOLE   0 0 1,818
LAUDER ESTEE COS INC CL A 518439104 BBG000FKJRC5 334,261 4,458 SH   SOLE   0 0 4,458
LENNOX INTL INC COM 526107107 BBG000BB5B84 5,854,764 9,609 SH   SOLE   0 0 9,609
LESLIES INC COM 527064109 BBG00XS6TTT7 70,809 31,753 SH   SOLE   0 0 31,753
LINCOLN ELEC HLDGS INC COM 533900106 BBG000BB72K8 574,970 3,067 SH   SOLE   0 0 3,067
LIVE NATION ENTERTAINMENT IN COM 538034109 BBG000FQ7YR4 3,691,916 28,509 SH   SOLE   0 0 28,509
LOCKHEED MARTIN CORP COM 539830109 BBG000C1BW00 5,638,362 11,603 SH   SOLE   0 0 11,603
LOWES COS INC COM 548661107 BBG000BNDN65 1,605,187 6,504 SH   SOLE   0 0 6,504
LPL FINL HLDGS INC COM 50212V100 BBG000P2TYL8 2,272,510 6,960 SH   SOLE   0 0 6,960
LUMEN TECHNOLOGIES INC COM 550241103 BBG000BGLRN3 642,096 120,922 SH   SOLE   0 0 120,922
MADISON SQUARE GARDEN ENTMT COM CL A 558256103 BBG019980TD4 1,797,586 50,494 SH   SOLE   0 0 50,494
MADISON SQUARE GRDN SPRT COR CL A 55825T103 BBG007FG0C23 1,820,561 8,067 SH   SOLE   0 0 8,067
MAPLEBEAR INC COM 565394103 BBG00KG5VJF4 5,465,700 131,958 SH   SOLE   0 0 131,958
MARATHON PETE CORP COM 56585A102 BBG001DCCGR8 1,511,064 10,832 SH   SOLE   0 0 10,832
MARKEL GROUP INC COM 570535104 BBG000FC7366 1,039,190 602 SH   SOLE   0 0 602
MARSH & MCLENNAN COS INC COM 571748102 BBG000BP4MH0 10,263,014 48,317 SH   SOLE   0 0 48,317
MASCO CORP COM 574599106 BBG000BNNKG9 287,450 3,961 SH   SOLE   0 0 3,961
MASTERCARD INCORPORATED CL A 57636Q104 BBG000F1ZSQ2 20,617,322 39,154 SH   SOLE   0 0 39,154
MCDONALDS CORP COM 580135101 BBG000BNSZP1 2,780,045 9,590 SH   SOLE   0 0 9,590
MCKESSON CORP COM 58155Q103 BBG000DYGNW7 4,103,352 7,200 SH   SOLE   0 0 7,200
MERCADOLIBRE INC COM 58733R102 BBG000GQPB11 4,145,673 2,438 SH   SOLE   0 0 2,438
MERCK & CO INC COM 58933Y105 BBG000BPD168 5,251,848 52,793 SH   SOLE   0 0 52,793
META PLATFORMS INC CL A 30303M102 BBG000MM2P62 28,358,006 48,433 SH   SOLE   0 0 48,433
METTLER TOLEDO INTERNATIONAL COM 592688105 BBG000BZCKH3 691,379 565 SH   SOLE   0 0 565
MICRON TECHNOLOGY INC COM 595112103 BBG000C5Z1S3 1,007,311 11,969 SH   SOLE   0 0 11,969
MICROSOFT CORP COM 594918104 BBG000BPH459 74,007,392 175,581 SH   SOLE   0 0 175,581
MOLINA HEALTHCARE INC COM 60855R100 BBG000MBHNC8 307,640 1,057 SH   SOLE   0 0 1,057
MONDELEZ INTL INC CL A 609207105 BBG000D4LWF6 1,700,453 28,469 SH   SOLE   0 0 28,469
MOODYS CORP COM 615369105 BBG000F86GP6 5,285,176 11,165 SH   SOLE   0 0 11,165
MORGAN STANLEY COM NEW 617446448 BBG000BLZRJ2 7,902,256 62,856 SH   SOLE   0 0 62,856
MORNINGSTAR INC COM 617700109 BBG000CGQ4F7 7,380,095 21,915 SH   SOLE   0 0 21,915
MOTOROLA SOLUTIONS INC COM NEW 620076307 BBG000BP8Z50 2,465,073 5,333 SH   SOLE   0 0 5,333
MSCI INC COM 55354G100 BBG000RTDY25 423,607 706 SH   SOLE   0 0 706
NAPCO SEC TECHNOLOGIES INC COM 630402105 BBG000BQ6CT5 396,707 11,156 SH   SOLE   0 0 11,156
NATERA INC COM 632307104 BBG001J1BQ86 559,116 3,532 SH   SOLE   0 0 3,532
NATIONAL BEVERAGE CORP COM 635017106 BBG000BF8CB6 200,336 4,695 SH   SOLE   0 0 4,695
NETFLIX INC COM 64110L106 BBG000CL9VN6 922,516 1,035 SH   SOLE   0 0 1,035
NEW YORK TIMES CO CL A 650111107 BBG000FFC0B3 540,643 10,387 SH   SOLE   0 0 10,387
NEXTERA ENERGY INC COM 65339F101 BBG000BJSBJ0 2,971,837 41,454 SH   SOLE   0 0 41,454
NEXTNAV INC COMMON STOCK 65345N106 BBG017XG00X4 324,815 20,875 SH   SOLE   0 0 20,875
NIKE INC CL B 654106103 BBG000C5HS04 1,813,583 23,967 SH   SOLE   0 0 23,967
NORTHROP GRUMMAN CORP COM 666807102 BBG000BQ2C28 2,453,917 5,229 SH   SOLE   0 0 5,229
NVIDIA CORPORATION COM 67066G104 BBG000BBJQV0 87,730,314 653,290 SH   SOLE   0 0 653,290
NVR INC COM 62944T105 BBG000BQBYR3 3,091,624 378 SH   SOLE   0 0 378
ONESTREAM INC CL A 68278B107 BBG01NL2JB69 1,247,037 43,725 SH   SOLE   0 0 43,725
ORACLE CORP COM 68389X105 BBG000BQLTW7 9,033,221 54,208 SH   SOLE   0 0 54,208
OREILLY AUTOMOTIVE INC COM 67103H107 BBG000BGYWY6 7,598,606 6,408 SH   SOLE   0 0 6,408
OSHKOSH CORP COM 688239201 BBG000CC53X1 789,366 8,303 SH   SOLE   0 0 8,303
PACKAGING CORP AMER COM 695156109 BBG000BB8SW7 3,446,515 15,309 SH   SOLE   0 0 15,309
PACS GROUP INC COM SHS 69380Q107 BBG01LYPSDK8 184,549 14,077 SH   SOLE   0 0 14,077
PALANTIR TECHNOLOGIES INC CL A 69608A108 BBG000N7QR55 6,085,946 80,470 SH   SOLE   0 0 80,470
PARKER-HANNIFIN CORP COM 701094104 BBG000BR3KL6 3,053,580 4,801 SH   SOLE   0 0 4,801
PATTERSON-UTI ENERGY INC COM 703481101 BBG000BKXFN7 157,667 19,088 SH   SOLE   0 0 19,088
PAYCHEX INC COM 704326107 BBG000BQSQ38 1,080,115 7,703 SH   SOLE   0 0 7,703
PAYMENTUS HOLDINGS INC COM CL A 70439P108 BBG010MW0N84 255,545 7,822 SH   SOLE   0 0 7,822
PAYONEER GLOBAL INC COM 70451X104 BBG00Z5JLLB3 2,056,975 204,878 SH   SOLE   0 0 204,878
PBF ENERGY INC CL A 69318G106 BBG002832GV8 657,537 24,766 SH   SOLE   0 0 24,766
PEGASYSTEMS INC COM 705573103 BBG000H1RYG7 505,517 5,424 SH   SOLE   0 0 5,424
PENTAIR PLC SHS G7S00T104 BBG000C221G9 1,087,717 10,808 SH   SOLE   0 0 10,808
PEPSICO INC COM 713448108 BBG000DH7JK6 11,358,730 74,699 SH   SOLE   0 0 74,699
PERIMETER SOLUTIONS INC COMMON STOCK 71385M107 BBG01QXPR7H6 154,114 12,059 SH   SOLE   0 0 12,059
PETCO HEALTH & WELLNESS CO I COM 71601V105 BBG00YFGTVN8 917,886 240,915 SH   SOLE   0 0 240,915
PFIZER INC COM 717081103 BBG000BR2B91 2,119,986 79,909 SH   SOLE   0 0 79,909
PG&E CORP COM 69331C108 BBG000BQWPC5 1,245,570 61,723 SH   SOLE   0 0 61,723
PHILIP MORRIS INTL INC COM 718172109 BBG000J2XL74 6,090,914 50,610 SH   SOLE   0 0 50,610
PHILLIPS 66 COM 718546104 BBG00286S4N9 3,016,297 26,475 SH   SOLE   0 0 26,475
PITNEY BOWES INC COM 724479100 BBG000BQTMJ9 1,151,783 159,086 SH   SOLE   0 0 159,086
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 BBG000TBYFR3 7,418,444 403,615 SH   SOLE   0 0 403,615
POPULAR INC COM NEW 733174700 BBG000BDNB35 976,907 10,386 SH   SOLE   0 0 10,386
PPG INDS INC COM 693506107 BBG000BRJ809 3,610,615 30,227 SH   SOLE   0 0 30,227
PRINCIPAL FINANCIAL GROUP IN COM 74251V102 BBG000NSCNT7 3,524,168 45,526 SH   SOLE   0 0 45,526
PROCTER AND GAMBLE CO COM 742718109 BBG000BR2TH3 3,778,496 22,538 SH   SOLE   0 0 22,538
PROGRESSIVE CORP COM 743315103 BBG000BR37X2 6,159,415 25,706 SH   SOLE   0 0 25,706
QUALCOMM INC COM 747525103 BBG000CGC1X8 2,417,979 15,740 SH   SOLE   0 0 15,740
QUANTA SVCS INC COM 74762E102 BBG000BBL8V7 1,876,389 5,937 SH   SOLE   0 0 5,937
REDDIT INC CL A 75734B100 BBG005K1D4S0 12,878,255 78,795 SH   SOLE   0 0 78,795
REGENERON PHARMACEUTICALS COM 75886F107 BBG000C734W3 477,973 671 SH   SOLE   0 0 671
REGIONS FINANCIAL CORP NEW COM 7591EP100 BBG000Q3JN03 220,288 9,366 SH   SOLE   0 0 9,366
REMITLY GLOBAL INC COM 75960P104 BBG012C7JST2 1,807,202 80,071 SH   SOLE   0 0 80,071
REPUBLIC SVCS INC COM 760759100 BBG000BPXVJ6 2,628,417 13,065 SH   SOLE   0 0 13,065
RLI CORP COM 749607107 BBG000BS7ZF4 427,734 2,595 SH   SOLE   0 0 2,595
ROBINHOOD MKTS INC COM CL A 770700102 BBG008NMBXN8 5,523,832 148,251 SH   SOLE   0 0 148,251
ROBLOX CORP CL A 771049103 BBG001R1GCT0 4,048,001 69,962 SH   SOLE   0 0 69,962
ROCKET LAB USA INC COM 773122106 BBG00Y61SZL5 979,653 38,463 SH   SOLE   0 0 38,463
ROLLINS INC COM 775711104 BBG000BSBBP1 1,245,564 26,873 SH   SOLE   0 0 26,873
ROPER TECHNOLOGIES INC COM 776696106 BBG000F1ZSN5 4,036,115 7,764 SH   SOLE   0 0 7,764
ROSS STORES INC COM 778296103 BBG000BSBZH7 6,416,117 42,415 SH   SOLE   0 0 42,415
RTX CORPORATION COM 75513E101 BBG000BW8S60 226,580 1,958 SH   SOLE   0 0 1,958
RUBRIK INC. CL A 781154109 BBG008D32605 8,077,058 123,578 SH   SOLE   0 0 123,578
RUSH STREET INTERACTIVE INC COM 782011100 BBG00RMKRQM0 956,462 69,713 SH   SOLE   0 0 69,713
S&P GLOBAL INC COM 78409V104 BBG000BP1Q11 6,037,618 12,123 SH   SOLE   0 0 12,123
SALESFORCE INC COM 79466L302 BBG000BN2DC2 1,115,659 3,337 SH   SOLE   0 0 3,337
SAMSARA INC COM CL A 79589L106 BBG0099PW5P1 2,726,474 62,405 SH   SOLE   0 0 62,405
SANA BIOTECHNOLOGY INC COM 799566104 BBG00N5BMH61 19,720 12,098 SH   SOLE   0 0 12,098
SERVICENOW INC COM 81762P102 BBG000M1R011 8,684,503 8,192 SH   SOLE   0 0 8,192
SHERWIN WILLIAMS CO COM 824348106 BBG000BSXQV7 2,010,686 5,915 SH   SOLE   0 0 5,915
SMITH A O CORP COM 831865209 BBG000BC1L02 214,589 3,146 SH   SOLE   0 0 3,146
SNAP ON INC COM 833034101 BBG000BT7JW9 330,993 975 SH   SOLE   0 0 975
SOFI TECHNOLOGIES INC COM 83406F102 BBG00YB1ZD58 2,030,536 131,853 SH   SOLE   0 0 131,853
SOLAREDGE TECHNOLOGIES INC COM 83417M104 BBG0084BBZY6 880,994 64,779 SH   SOLE   0 0 64,779
SOUTHERN CO COM 842587107 BBG000BT9DW0 5,608,379 68,129 SH   SOLE   0 0 68,129
SPS COMM INC COM 78463M107 BBG000PZGB75 1,647,446 8,954 SH   SOLE   0 0 8,954
STATE STR CORP COM 857477103 BBG000BKFBD7 256,662 2,615 SH   SOLE   0 0 2,615
STRYKER CORPORATION COM 863667101 BBG000DN7P92 2,320,882 6,446 SH   SOLE   0 0 6,446
SUNCOKE ENERGY INC COM 86722A103 BBG000R1YXQ9 294,218 27,497 SH   SOLE   0 0 27,497
SUNNOVA ENERGY INTL INC. COM 86745K104 BBG00PLQ1JR1 71,591 20,872 SH   SOLE   0 0 20,872
SYNCHRONY FINANCIAL COM 87165B103 BBG00658F3P3 1,656,135 25,479 SH   SOLE   0 0 25,479
SYSCO CORP COM 871829107 BBG000BTVJ25 342,694 4,482 SH   SOLE   0 0 4,482
TARGA RES CORP COM 87612G101 BBG0015XMW40 7,899,161 44,253 SH   SOLE   0 0 44,253
TARGET CORP COM 87612E106 BBG000H8TVT2 1,052,917 7,789 SH   SOLE   0 0 7,789
TARSUS PHARMACEUTICALS INC COM 87650L103 BBG00RB9BNQ7 291,578 5,266 SH   SOLE   0 0 5,266
TE CONNECTIVITY PLC ORD SHS G87052109 BBG01Q08MMR1 2,188,728 15,309 SH   SOLE   0 0 15,309
TECHNIPFMC PLC COM G87110105 BBG00DL8NMV2 476,323 16,459 SH   SOLE   0 0 16,459
TELEPHONE & DATA SYS INC COM NEW 879433829 BBG000BV0VK7 558,926 16,386 SH   SOLE   0 0 16,386
TERADATA CORP DEL COM 88076W103 BBG000R0L5J4 787,877 25,293 SH   SOLE   0 0 25,293
TESLA INC COM 88160R101 BBG000N9MNX3 26,824,668 66,424 SH   SOLE   0 0 66,424
TEXAS INSTRS INC COM 882508104 BBG000BVV7G1 854,858 4,559 SH   SOLE   0 0 4,559
THE CIGNA GROUP COM 125523100 BBG00KXRCDP0 5,237,271 18,966 SH   SOLE   0 0 18,966
THE TRADE DESK INC COM CL A 88339J105 BBG00629NGT2 957,987 8,151 SH   SOLE   0 0 8,151
TIPTREE INC COM 88822Q103 BBG000R2RWP8 435,369 20,871 SH   SOLE   0 0 20,871
TJX COS INC NEW COM 872540109 BBG000BV8DN6 1,826,526 15,119 SH   SOLE   0 0 15,119
TOAST INC CL A 888787108 BBG00BTJVK94 8,180,729 224,437 SH   SOLE   0 0 224,437
TRANE TECHNOLOGIES PLC SHS G8994E103 BBG000BM6788 3,471,521 9,399 SH   SOLE   0 0 9,399
TRAVELERS COMPANIES INC COM 89417E109 BBG000BJ81C1 201,384 836 SH   SOLE   0 0 836
TRUIST FINL CORP COM 89832Q109 BBG000BYYLS8 1,073,829 24,754 SH   SOLE   0 0 24,754
TYLER TECHNOLOGIES INC COM 902252105 BBG000BVWZF9 4,519,128 7,837 SH   SOLE   0 0 7,837
UL SOLUTIONS INC CLASS A COM SHS 903731107 BBG007N72M93 1,433,202 28,733 SH   SOLE   0 0 28,733
UNION PAC CORP COM 907818108 BBG000BW3299 11,668,351 51,168 SH   SOLE   0 0 51,168
UNITED NAT FOODS INC COM 911163103 BBG000BXB1M5 1,498,254 54,861 SH   SOLE   0 0 54,861
UNITED PARCEL SERVICE INC CL B 911312106 BBG000L9CV04 1,589,869 12,608 SH   SOLE   0 0 12,608
UNITED STS LIME & MINERALS I COM 911922102 BBG000D7P047 552,198 4,160 SH   SOLE   0 0 4,160
UNITEDHEALTH GROUP INC COM 91324P102 BBG000CH5208 6,556,957 12,962 SH   SOLE   0 0 12,962
UNIVERSAL INS HLDGS INC COM 91359V107 BBG000B9YY14 963,074 45,730 SH   SOLE   0 0 45,730
UPSTART HLDGS INC COM 91680M107 BBG00PKCBY53 1,459,578 23,706 SH   SOLE   0 0 23,706
US FOODS HLDG CORP COM 912008109 BBG00C6H6D40 753,798 11,174 SH   SOLE   0 0 11,174
VERALTO CORP COM SHS 92338C103 BBG019Q32XJ9 6,766,914 66,440 SH   SOLE   0 0 66,440
VERISIGN INC COM 92343E102 BBG000BGKHZ3 5,267,960 25,454 SH   SOLE   0 0 25,454
VERISK ANALYTICS INC COM 92345Y106 BBG000BCZL41 798,472 2,899 SH   SOLE   0 0 2,899
VERIZON COMMUNICATIONS INC COM 92343V104 BBG000HS77T5 1,324,789 33,128 SH   SOLE   0 0 33,128
VERTEX PHARMACEUTICALS INC COM 92532F100 BBG000C1S2X2 5,326,916 13,228 SH   SOLE   0 0 13,228
VIASAT INC COM 92552V100 BBG000HHLBF9 158,618 18,639 SH   SOLE   0 0 18,639
VIRTUS INVT PARTNERS INC COM 92828Q109 BBG000DMFQS2 575,052 2,607 SH   SOLE   0 0 2,607
VISA INC COM CL A 92826C839 BBG000PSKYX7 2,260,634 7,153 SH   SOLE   0 0 7,153
VITA COCO CO INC COM 92846Q107 BBG012QFVSL3 561,844 15,222 SH   SOLE   0 0 15,222
VULCAN MATLS CO COM 929160109 BBG000BWGYF8 1,105,317 4,297 SH   SOLE   0 0 4,297
WABTEC COM 929740108 BBG000BDD940 7,442,735 39,257 SH   SOLE   0 0 39,257
WALMART INC COM 931142103 BBG000BWXBC2 11,220,386 124,188 SH   SOLE   0 0 124,188
WARNER BROS DISCOVERY INC COM SER A 934423104 BBG011386VF4 1,378,613 130,427 SH   SOLE   0 0 130,427
WASTE MGMT INC DEL COM 94106L109 BBG000BWVSR1 5,430,371 26,911 SH   SOLE   0 0 26,911
WATTS WATER TECHNOLOGIES INC CL A 942749102 BBG000C4Z6C2 1,030,324 5,068 SH   SOLE   0 0 5,068
WAYSTAR HLDG CORP COM 946784105 BBG01JRQSDB9 810,409 22,082 SH   SOLE   0 0 22,082
WEAVE COMMUNICATIONS INC COM 94724R108 BBG00BCHPRP0 329,608 20,704 SH   SOLE   0 0 20,704
WELLS FARGO CO NEW COM 949746101 BBG000BWQFY7 10,581,445 150,647 SH   SOLE   0 0 150,647
WILLIAMS COS INC COM 969457100 BBG000BWVCP8 3,627,988 67,036 SH   SOLE   0 0 67,036
WILLIAMS SONOMA INC COM 969904101 BBG000FSMWC3 267,400 1,444 SH   SOLE   0 0 1,444
WILLIS TOWERS WATSON PLC LTD SHS G96629103 BBG000DB3KT1 2,459,247 7,851 SH   SOLE   0 0 7,851
WORLD ACCEP CORPORATION COM 981419104 BBG000C3G9J2 1,727,753 15,366 SH   SOLE   0 0 15,366
WORTHINGTON STL INC COM SHS 982104101 BBG01JPM5032 212,812 6,688 SH   SOLE   0 0 6,688
XCEL ENERGY INC COM 98389B100 BBG000BCTQ65 256,373 3,797 SH   SOLE   0 0 3,797
YUM BRANDS INC COM 988498101 BBG000BH3GZ2 915,105 6,821 SH   SOLE   0 0 6,821
ZOETIS INC CL A 98978V103 BBG0039320N9 2,609,487 16,016 SH   SOLE   0 0 16,016