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
APPLE INC. COM 00724F101   93,828,808 402,699 SH   SOLE   399,673 0 3,026
INTERNATIONAL BUSINESS MACHINE COM 459200101   76,018,485 343,851 SH   SOLE   340,978 0 2,873
CISCO SYSTEMS INCORPORATED COM 17275R102   66,167,284 1,243,279 SH   SOLE   1,226,360 0 16,919
META PLATFORMS INC COM 58933Y105   63,739,262 111,347 SH   SOLE   110,400 0 947
HP INC COM 40434L105   63,361,569 1,766,422 SH   SOLE   1,744,351 0 22,071
ADOBE INC COM 03076C106   60,585,956 117,011 SH   SOLE   115,911 0 1,100
ROPER TECHNOLOGIES INC COM 863667101   58,730,727 105,547 SH   SOLE   104,659 0 888
KLA CORP COM 501889208   58,321,776 75,311 SH   SOLE   74,478 0 833
ALPHABET INC COM 02079K305   56,989,284 343,619 SH   SOLE   341,352 0 2,267
MICROCHIP TECHNOLOGY INCORPORA COM 58155Q103   50,705,460 631,529 SH   SOLE   625,897 0 5,632
VERIZON COMMUNICATIONS COM 44107P104   50,049,953 1,114,450 SH   SOLE   1,096,491 0 17,959
DR HORTON INC COM 23331A109   49,916,237 261,657 SH   SOLE   259,319 0 2,338
MASTERCARD, INC. COM 595017104   49,249,199 99,735 SH   SOLE   99,061 0 674
FISERV, INC. COM 337738108   48,779,107 271,523 SH   SOLE   269,385 0 2,138
ORACLE CORP COM 74762E102   47,854,114 280,834 SH   SOLE   277,845 0 2,989
LOWE'S COMPANIES INC. COM 57636Q104   47,650,580 175,930 SH   SOLE   174,476 0 1,454
UNITED RENTALS, INC. COM 929740108   46,457,206 57,374 SH   SOLE   56,940 0 434
METLIFE, INC. COM 30303M102   45,881,145 556,270 SH   SOLE   552,043 0 4,227
AMERIPRISE FINANCIAL, INC. COM G6095L109   45,133,016 96,067 SH   SOLE   94,494 0 1,573
CUMMINS INC COM 231021106   44,281,053 136,759 SH   SOLE   135,816 0 943
TRAVELERS COMPANIES INC COM 911363109   44,229,929 188,920 SH   SOLE   185,883 0 3,037
QUANTA SERVICES INCORPORATED COM 776696106   43,174,943 144,809 SH   SOLE   143,575 0 1,234
WESTINGHOUSE AIR BRAKE TECHNOL COM 00287Y109   42,437,233 233,467 SH   SOLE   231,692 0 1,775
WALT DISNEY CO COM 254687106   42,253,722 439,274 SH   SOLE   435,646 0 3,628
JPMORGAN CHASE & CO. COM 46625H100   41,846,357 198,456 SH   SOLE   195,168 0 3,288
DARDEN RESTAURANTS, INC. COM 237194105   40,802,179 248,597 SH   SOLE   244,258 0 4,339
UNION PACIFIC CORPORATION COM 92343V104   40,403,088 163,920 SH   SOLE   162,730 0 1,190
BANK OF AMERICA CORPORATION COM 150870103   40,045,323 1,009,207 SH   SOLE   1,000,676 0 8,531
HOST HOTELS & RESORTS INC COM 002824100   36,876,519 2,095,257 SH   SOLE   2,075,990 0 19,267
APTIV PLC COM 060505104   35,881,863 498,290 SH   SOLE   494,069 0 4,221
THERMO FISHER SCIENTIFIC INC. COM 907818108   32,482,701 52,513 SH   SOLE   52,092 0 421
LKQ CORPORATION COM 548661107   32,390,056 811,374 SH   SOLE   804,693 0 6,681
STRYKER CORPORATION COM 89417E109   31,665,402 87,653 SH   SOLE   86,885 0 768
CONSTELLATION BRANDS, INC. COM 883556102   31,382,382 121,783 SH   SOLE   120,571 0 1,212
CVS HEALTH CORP COM 126650100   31,305,691 497,864 SH   SOLE   494,665 0 3,199
INCYTE CORP COM 45337C102   31,178,511 471,687 SH   SOLE   468,157 0 3,530
TARGET CORPORATION COM 902494103   30,753,481 197,315 SH   SOLE   193,398 0 3,917
DANAHER CORP COM 235851102   30,016,757 107,966 SH   SOLE   107,046 0 920
TYSON FOODS, INC. COM 91913Y100   29,752,631 499,540 SH   SOLE   495,151 0 4,389
REGENERON PHARMACEUTICALS INCO COM 21036P108   29,711,196 28,263 SH   SOLE   28,006 0 257
MERCK & CO. , INC. COM 744573106   28,725,638 252,956 SH   SOLE   247,566 0 5,390
SHERWIN-WILLIAMS CO COM 87612E106   27,199,025 71,263 SH   SOLE   70,739 0 524
MICROSOFT CORPORATION COM 655844108   26,088,659 60,629 SH   SOLE   59,813 0 816
CHEVRON CORP COM 166764100   26,075,593 177,060 SH   SOLE   173,809 0 3,251
MCKESSON CORPORATION COM 59156R108   25,108,129 50,783 SH   SOLE   50,320 0 463
PUBLIC SERVICE ENTERPRISE GROU COM 75886F107   24,963,043 279,823 SH   SOLE   272,210 0 7,613
NVIDIA CORPORATION COM 98389B100   24,600,708 202,575 SH   SOLE   202,575 0 0
CONOCOPHILLIPS COM 20825C104   23,676,982 224,895 SH   SOLE   223,095 0 1,800
VALERO ENERGY CORPORATION COM 931427108   23,372,368 173,090 SH   SOLE   171,771 0 1,319
DTE ENERGY COMPANY COM 233331107   22,143,312 172,442 SH   SOLE   170,947 0 1,495
CELANESE CORPORATION COM 125269100   19,800,096 145,632 SH   SOLE   144,263 0 1,369
KEURIG DR PEPPER INC COM 482480100   19,249,316 513,589 SH   SOLE   509,414 0 4,175
BROADCOM INC COM 11135F101   6,789,600 39,360 SH   SOLE   38,840 0 520
VISA INCORPORATION COM 904767704   4,976,595 18,100 SH   SOLE   17,870 0 230
JOHNSON & JOHNSON COM 018802108   4,766,509 29,412 SH   SOLE   27,330 0 2,082
ABBVIE INC COM G1151C101   4,660,133 23,598 SH   SOLE   21,685 0 1,913
ACCENTURE PLC COM 038222105   3,399,417 9,617 SH   SOLE   8,581 0 1,036
ABBOTT LABORATORIES COM G0176J109   2,797,463 24,537 SH   SOLE   21,593 0 2,944
SALESFORCE INC COM 79466L302   2,528,533 9,238 SH   SOLE   9,238 0 0
T-MOBILE US INC COM 67066G104   2,427,825 11,765 SH   SOLE   11,765 0 0
AMGEN INC COM 79466L302   2,208,750 6,855 SH   SOLE   6,855 0 0
BRISTOL-MYERS SQUIBB COMPANY COM 747525103   2,098,160 40,552 SH   SOLE   40,552 0 0
GILEAD SCIENCES, INC. COM 949746101   2,052,571 24,482 SH   SOLE   24,482 0 0
CATERPILLAR INC. COM 882508104   2,032,651 5,197 SH   SOLE   5,197 0 0
MARATHON PETROLEUM CORP COM 631103108   2,009,169 12,333 SH   SOLE   10,476 0 1,857
AMERICAN EXPRESS COMPANY COM 512807108   2,003,897 7,389 SH   SOLE   7,389 0 0
ISHARES RUSSELL 1000 COM 464287598   1,995,557 10,514 SH   SOLE   10,514 0 0
PNC FINANCIAL SERVICES GROUP I COM 744320102   1,992,128 10,777 SH   SOLE   8,518 0 2,259
PHILIP MORRIS INTERNATIONAL IN COM 693475105   1,960,124 16,146 SH   SOLE   15,704 0 442
AT&T INC COM 00206R102   1,952,214 88,737 SH   SOLE   88,737 0 0
WELLS FARGO & COMPANY COM 09857L108   1,921,225 34,010 SH   SOLE   34,010 0 0
TEXAS INSTRUMENTS INCORPORATED COM 025816109   1,908,707 9,240 SH   SOLE   9,240 0 0
NORFOLK SOUTHERN CORPORATION COM N6596X109   1,891,582 7,612 SH   SOLE   6,045 0 1,567
COMCAST CORP COM 20030N101   1,863,109 44,604 SH   SOLE   44,604 0 0
ISHARES RUSSELL 1000 COM 149123101   1,824,101 77,129 SH   SOLE   77,129 0 0
APPLIED MATERIALS, INC. COM 375558103   1,758,037 8,701 SH   SOLE   8,701 0 0
BOOKING HOLDINGS INC COM 172967424   1,748,030 415 SH   SOLE   415 0 0
QUALCOMM INCORPORATED COM 110122108   1,741,142 10,239 SH   SOLE   10,239 0 0
O'REILLY AUTOMOTIVE, INC. COM 693718108   1,712,429 1,487 SH   SOLE   1,425 0 62
AON PLC COM 92532F100   1,653,486 4,779 SH   SOLE   4,779 0 0
LOCKHEED MARTIN CORPORATION COM 032654105   1,627,415 2,784 SH   SOLE   2,784 0 0
PACCAR INC COM 718172109   1,559,144 15,800 SH   SOLE   12,590 0 3,210
PRUDENTIAL FINANCIAL, INCORPOR COM 75513E101   1,507,211 12,446 SH   SOLE   9,511 0 2,935
LYONDELLBASELL INDUSTRIES NV COM N53745100   1,496,520 15,605 SH   SOLE   12,481 0 3,124
CITIGROUP INC. COM 43300A203   1,434,604 22,917 SH   SOLE   22,917 0 0
AUTOZONE, INC. COM 053332102   1,420,668 451 SH   SOLE   429 0 22
HILTON WORLDWIDE HOLDINGS INC COM 37045V100   1,413,426 6,132 SH   SOLE   6,132 0 0
HCA HEALTHCARE INC COM G0403H108   1,387,146 3,413 SH   SOLE   3,413 0 0
HUNTINGTON BANCSHARES INCORPOR COM 437076102   1,379,286 93,829 SH   SOLE   68,004 0 25,825
CHUBB LTD COM 539830109   1,366,680 4,739 SH   SOLE   4,739 0 0
AMERICAN TOWER CORPORATION COM H1467J104   1,340,243 5,763 SH   SOLE   5,763 0 0
VERTEX PHARMACEUTICALS INC COM 03027X100   1,315,711 2,829 SH   SOLE   2,829 0 0
MARRIOTT INTERNATIONAL, INC. COM 56585A102   1,300,924 5,233 SH   SOLE   4,932 0 301
ANALOG DEVICES INCORPORATED COM 03073E105   1,278,594 5,555 SH   SOLE   5,555 0 0
PAYPAL HOLDINGS INC COM 16119P108   1,278,131 16,380 SH   SOLE   16,380 0 0
AUTOMATIC DATA PROCESSING, INC COM 40412C101   1,277,109 4,615 SH   SOLE   4,615 0 0
LAM RESEARCH CORPORATION COM 609207105   1,270,637 1,557 SH   SOLE   1,557 0 0
FAIR ISAAC CORP. COM 418056107   1,239,966 638 SH   SOLE   580 0 58
CIGNA GROUP COM 053015103   1,201,454 3,468 SH   SOLE   3,468 0 0
3M COMPANY COM 98978V103   1,191,341 8,715 SH   SOLE   8,715 0 0
GENERAL MOTORS COMPANY COM 88579Y101   1,182,924 26,381 SH   SOLE   26,381 0 0
MONDELEZ INTERNATIONAL INCORPO COM 16411R208   1,179,678 16,013 SH   SOLE   16,013 0 0
INGREDION INCORPORATION COM 532457108   1,142,318 8,312 SH   SOLE   5,345 0 2,967
ZOETIS INC COM 718546104   1,123,435 5,750 SH   SOLE   5,750 0 0
CHARTER COMMUNICATIONS INC COM 46266C105   1,119,696 3,455 SH   SOLE   3,455 0 0
CENCORA INC COM 500754106   1,103,117 4,901 SH   SOLE   4,901 0 0
CSX CORP COM 217204106   1,102,301 31,923 SH   SOLE   31,196 0 727
NORTHROP GRUMMAN CORPORATION COM 49271V100   1,079,903 2,045 SH   SOLE   2,045 0 0
LENNAR CORPORATION COM 03769M106   1,077,823 5,749 SH   SOLE   5,749 0 0
PHILLIPS 66 COM 68902V107   1,071,580 8,152 SH   SOLE   8,152 0 0
US BANCORP COM 70450Y103   1,066,515 23,322 SH   SOLE   23,322 0 0
IQVIA HOLDINGS INC COM 988498101   1,060,915 4,477 SH   SOLE   4,477 0 0
KRAFT HEINZ CO COM 25278X109   1,029,706 29,328 SH   SOLE   29,328 0 0
CRH PLC COM 219350105   1,024,035 11,042 SH   SOLE   11,042 0 0
DELL TECHNOLOGIES INC COM 902973304   1,011,620 8,534 SH   SOLE   8,534 0 0
OTIS WORLDWIDE CORP COM 366651107   1,007,594 9,694 SH   SOLE   9,694 0 0
HASBRO INC COM 446150104   1,003,946 13,882 SH   SOLE   7,587 0 6,295
CHENIERE ENERGY, INC. COM 49456B101   1,001,889 5,571 SH   SOLE   5,571 0 0
KENVUE INC COM 620076307   994,683 43,004 SH   SOLE   43,004 0 0
RTX CORP COM 824348106   984,667 8,127 SH   SOLE   4,308 0 3,819
GARTNER INCORPORATED COM 28176E108   970,952 1,916 SH   SOLE   1,916 0 0
YUM! BRANDS, INC. COM G0450A105   967,911 6,928 SH   SOLE   6,928 0 0
SIMON PROPERTY GROUP, INC. COM 828806109   960,710 5,684 SH   SOLE   5,522 0 162
APOLLO GLOBAL MANAGEMENT INC COM 03831W108   950,315 7,608 SH   SOLE   7,608 0 0
UGI CORPORATION COM 872590104   928,267 37,101 SH   SOLE   24,237 0 12,864
UNILEVER PLC COM 902681105   914,832 14,083 SH   SOLE   7,665 0 6,418
OMEGA HEALTHCARE INVESTORS, IN COM 67103H107   907,162 22,289 SH   SOLE   12,737 0 9,552
MOTOROLA SOLUTIONS INCORPORATI COM 09062X103   906,904 2,017 SH   SOLE   2,017 0 0
BANK OF NEW YORK MELLON CORP. COM 42824C109   898,466 12,503 SH   SOLE   12,503 0 0
SEMPRA COM 816851109   890,910 10,653 SH   SOLE   5,698 0 4,955
HOME DEPOT INC COM 478160104   890,224 2,197 SH   SOLE   1,280 0 917
NUCOR CORP COM 064058100   872,724 5,805 SH   SOLE   5,805 0 0
COGNIZANT TECHNOLOGY SOLUTIONS COM 444859102   866,886 11,232 SH   SOLE   11,232 0 0
TRUIST FINANCIAL CORP COM 89832Q109   865,879 20,245 SH   SOLE   11,243 0 9,002
STATE STREET CORP COM 857477103   861,963 9,743 SH   SOLE   5,743 0 4,000
AGILENT TECHNOLOGIES, INC. COM 026874784   861,184 5,800 SH   SOLE   5,800 0 0
KROGER CO COM 052769106   845,060 14,748 SH   SOLE   14,748 0 0
APPLOVIN CORP COM 039483102   839,828 6,433 SH   SOLE   6,433 0 0
CENTENE CORPORATION COM 256677105   836,210 11,108 SH   SOLE   11,108 0 0
GENERAL MILLS, INC. COM 670346105   833,028 11,280 SH   SOLE   11,280 0 0
LULULEMON ATHLETICA INCORPORAT COM 370334104   819,206 3,019 SH   SOLE   3,019 0 0
CONSOLIDATED EDISON, INC. COM 45168D104   815,442 7,831 SH   SOLE   7,831 0 0
NOVARTIS AG COM 681936100   813,536 7,073 SH   SOLE   3,944 0 3,129
FORTINET INCORPORATION COM 192446102   805,124 10,382 SH   SOLE   10,382 0 0
EATON CORP PLC COM G29183103   803,742 2,425 SH   SOLE   1,328 0 1,097
HARTFORD FINANCIAL SERVICES GR COM 501044101   800,571 6,807 SH   SOLE   6,807 0 0
HERSHEY CO COM 247361702   796,846 4,155 SH   SOLE   4,155 0 0
DELTA AIR LINES INC COM 592688105   793,797 15,629 SH   SOLE   15,629 0 0
ARCH CAPITAL GROUP LTD. COM 427866108   789,313 7,055 SH   SOLE   7,055 0 0
METTLER-TOLEDO INTERNATIONAL I COM 12514G108   787,343 525 SH   SOLE   525 0 0
GE HEALTHCARE TECHNOLOGIES INC COM 25179M103   773,042 8,237 SH   SOLE   8,237 0 0
FERGUSON ENTERPRISES INC COM 526057104   772,834 3,892 SH   SOLE   3,892 0 0
EXTRA SPACE STORAGE INCORPORAT COM 30225T102   770,312 4,275 SH   SOLE   4,125 0 150
EQUIFAX, INCORPORATED COM 294429105   769,032 2,617 SH   SOLE   2,512 0 105
AMERICAN INTERNATIONAL GROUP, COM 260003108   764,741 10,443 SH   SOLE   10,443 0 0
PULTEGROUP, INCORPORATION COM 55261F104   756,116 5,268 SH   SOLE   5,268 0 0
VICI PROPERTIES INC COM 682189105   755,537 22,682 SH   SOLE   22,682 0 0
NVR INC. COM 22052L104   755,509 77 SH   SOLE   77 0 0
CDW CORP COM 925652109   752,221 3,324 SH   SOLE   3,324 0 0
IDEXX LABORATORIES INCORPORATE COM 209115104   749,241 1,483 SH   SOLE   1,483 0 0
ELI LILLY AND COMPANY COM N53745100   746,847 843 SH   SOLE   461 0 382
INGERSOLL RAND INC COM 256746108   742,384 7,563 SH   SOLE   7,563 0 0
EBAY INCORPORATED COM 31946M103   741,538 11,389 SH   SOLE   11,389 0 0
WHIRLPOOL CORPORATION COM 934423104   733,271 6,853 SH   SOLE   4,214 0 2,639
AUTODESK, INC. COM G3421J106   731,124 2,654 SH   SOLE   2,654 0 0
CORTEVA INC COM 00846U101   725,469 12,340 SH   SOLE   12,340 0 0
ELECTRONIC ARTS, INC. COM 23918K108   719,782 5,018 SH   SOLE   4,526 0 492
M&T BANK CORPORATION COM 92537N108   715,686 4,018 SH   SOLE   4,018 0 0
ON SEMICONDUCTOR CORPORATION COM 49177J102   708,020 9,751 SH   SOLE   9,751 0 0
CORNING INC COM 143658300   706,733 15,653 SH   SOLE   15,653 0 0
ARCHER-DANIELS-MIDLAND CO COM 34959E109   702,303 11,756 SH   SOLE   11,756 0 0
FIFTH THIRD BANCORP COM 406216101   692,723 16,170 SH   SOLE   16,170 0 0
FORTIVE CORP COM G7709Q104   685,981 8,691 SH   SOLE   8,691 0 0
KEYSIGHT TECHNOLOGIES INC COM 45687V106   675,770 4,252 SH   SOLE   4,252 0 0
VERALTO CORP COM 278642103   670,187 5,991 SH   SOLE   5,991 0 0
HEWLETT PACKARD ENTERPRISE CO COM 416515104   657,052 32,114 SH   SOLE   32,114 0 0
DOVER CORPORATION COM 49338L103   646,164 3,370 SH   SOLE   3,370 0 0
MSCI INC. COM 36266G107   631,896 1,084 SH   SOLE   1,084 0 0
FIRST CITIZENS BANCSHARES INC COM 550021109   618,559 336 SH   SOLE   336 0 0
WATERS CORP COM 92343E102   617,571 1,716 SH   SOLE   1,443 0 273
PPG INDUSTRIES, INC. COM 761152107   609,846 4,604 SH   SOLE   4,604 0 0
CBOE GLOBAL MARKETS INC COM 12503M108   596,786 2,913 SH   SOLE   2,549 0 364
EDWARDS LIFESCIENCES CORPORATI COM 64110D104   596,154 9,034 SH   SOLE   9,034 0 0
DEVON ENERGY CORPORATION COM 15135B101   588,560 15,045 SH   SOLE   15,045 0 0
HALLIBURTON COMPANY COM 693506107   586,461 20,188 SH   SOLE   20,188 0 0
RAYMOND JAMES FINANCIAL, INC. COM 285512109   583,399 4,764 SH   SOLE   4,764 0 0
BUILDERS FIRSTSOURCE, INC. COM 62944T105   583,325 3,009 SH   SOLE   3,009 0 0
WARNER BROS DISCOVERY INC COM 941848103   569,143 68,987 SH   SOLE   59,403 0 9,584
VERISIGN, INC COM 92826C839   553,353 2,913 SH   SOLE   2,457 0 456
BEST BUY CO., INC. COM 98956P102   549,040 5,315 SH   SOLE   5,315 0 0
LEIDOS HOLDINGS INC COM 745867101   541,975 3,325 SH   SOLE   3,325 0 0
CORPAY INC COM 099502106   535,132 1,711 SH   SOLE   1,711 0 0
ZOOM VIDEO COMMUNICATIONS INC COM 127097103   528,629 7,580 SH   SOLE   7,580 0 0
BALL CORPORATION COM 34959J108   518,832 7,640 SH   SOLE   7,640 0 0
REGIONS FINANCIAL CORP COM 29364G103   510,437 21,879 SH   SOLE   21,879 0 0
BOOZ ALLEN HAMILTON HOLDING CO COM 372460105   510,253 3,135 SH   SOLE   3,135 0 0
TELEDYNE TECHNOLOGIES INCORPOR COM 55354G100   508,561 1,162 SH   SOLE   1,162 0 0
MOLINA HEALTHCARE, INC. COM 7591EP100   498,923 1,448 SH   SOLE   1,448 0 0
EMCOR GROUP INC COM 858119100   492,957 1,145 SH   SOLE   1,145 0 0
OMNICOM GROUP INCORPORATED COM 879360105   488,001 4,720 SH   SOLE   4,720 0 0
EXPEDIA GROUP INC COM 960413102   486,838 3,289 SH   SOLE   3,289 0 0
FACTSET RESEARCH SYSTEMS INC. COM 303250104   486,061 1,057 SH   SOLE   905 0 152
GENUINE PARTS COMPANY COM 50212V100   484,969 3,472 SH   SOLE   3,472 0 0
STEEL DYNAMICS INC COM 171340102   483,012 3,831 SH   SOLE   3,831 0 0
WILLIAMS-SONOMA, INC. COM 436440101   479,322 3,094 SH   SOLE   3,094 0 0
GODADDY INC COM 380237107   473,789 3,022 SH   SOLE   3,022 0 0
NETAPP INC COM 21871X109   472,549 3,826 SH   SOLE   3,826 0 0
FOX CORP COM 525327102   470,752 11,121 SH   SOLE   11,121 0 0
WESTLAKE CORP COM 219948106   470,107 3,128 SH   SOLE   3,128 0 0
HOLOGIC INC COM 12008R107   466,684 5,729 SH   SOLE   5,729 0 0
CITIZENS FINANCIAL GROUP INC COM 759509102   458,629 11,167 SH   SOLE   11,167 0 0
UNITED AIRLINES HOLDINGS INC COM 526107107   455,567 7,984 SH   SOLE   7,984 0 0
MASCO CORPORATION COM 174610105   454,955 5,420 SH   SOLE   5,420 0 0
ULTA BEAUTY INC COM H11356104   444,375 1,142 SH   SOLE   1,142 0 0
DAVITA INC COM 126408103   438,841 2,677 SH   SOLE   2,118 0 559
J B HUNT TRANSPORT SERVICES IN COM 086516101   428,240 2,485 SH   SOLE   2,485 0 0
COTERRA ENERGY INC COM 98980L101   426,094 17,791 SH   SOLE   17,791 0 0
COREBRIDGE FINANCIAL INC COM 681919106   425,357 14,587 SH   SOLE   14,587 0 0
LOEWS CORPORATION COM 25754A201   420,941 5,325 SH   SOLE   5,325 0 0
DOLLAR GENERAL CORPORATION COM 26884L109   416,507 4,925 SH   SOLE   4,925 0 0
GEN DIGITAL INC COM 460146103   413,014 15,057 SH   SOLE   15,057 0 0
LPL FINANCIAL HOLDINGS INCORPO COM 83088M102   408,731 1,757 SH   SOLE   1,757 0 0
INTERNATIONAL PAPER COMPANY COM 844741108   404,722 8,285 SH   SOLE   8,285 0 0
RELIANCE INC COM 058498106   402,291 1,391 SH   SOLE   1,391 0 0
PENTAIR PLC COM 30212P303   399,277 4,083 SH   SOLE   4,083 0 0
CF INDUSTRIES HOLDINGS, INC. COM 60855R100   394,423 4,597 SH   SOLE   4,597 0 0
UNITED THERAPEUTICS CORPORATIO COM 29084Q100   391,318 1,092 SH   SOLE   1,092 0 0
HEALTHPEAK PROPERTIES INC COM G0250X107   390,414 17,071 SH   SOLE   17,071 0 0
TENET HEALTHCARE CORPORATION COM 629377508   388,409 2,337 SH   SOLE   2,337 0 0
EQT CORPORATION COM 565849106   385,123 10,511 SH   SOLE   10,511 0 0
ENPHASE ENERGY INC COM 29355A107   383,929 3,397 SH   SOLE   3,397 0 0
TOLL BROTHERS, INC. COM 540424108   382,981 2,479 SH   SOLE   2,479 0 0
OWENS-CORNING COM 205887102   380,930 2,158 SH   SOLE   2,158 0 0
CONAGRA BRANDS INC COM 35137L105   377,167 11,598 SH   SOLE   11,598 0 0
SKYWORKS SOLUTIONS, INC. COM 134429109   376,808 3,815 SH   SOLE   3,815 0 0
DOMINO' S PIZZA, INC. COM 574599106   376,803 876 SH   SOLE   876 0 0
KEYCORP COM 910047109   375,418 22,413 SH   SOLE   22,413 0 0
SNAP-ON INCORPORATED COM 833034101   374,305 1,292 SH   SOLE   1,292 0 0
RENAISSANCERE HOLDINGS LTD. COM 91307C102   366,106 1,344 SH   SOLE   1,344 0 0
MARATHON OIL CORPORATION COM 690742101   361,715 13,583 SH   SOLE   13,583 0 0
JABIL INC COM G7S00T104   351,581 2,934 SH   SOLE   2,934 0 0
ALLEGION PLC COM 031162100   342,489 2,350 SH   SOLE   2,143 0 207
COMFORT SYSTEMS USA, INC. COM 426281101   341,947 876 SH   SOLE   876 0 0
VIATRIS INC COM 466313103   331,233 28,530 SH   SOLE   28,530 0 0
WP CAREY INC COM 49446R109   328,259 5,269 SH   SOLE   5,269 0 0
CNA FINANCIAL CORPORATION COM 92936U109   323,102 6,602 SH   SOLE   6,602 0 0
BUNGE GLOBAL SA COM 013091103   317,946 3,290 SH   SOLE   3,290 0 0
CAMDEN PROPERTY TRUST COM 48203R104   317,225 2,568 SH   SOLE   2,568 0 0
UBIQUITI INC COM G7496G103   317,060 1,430 SH   SOLE   1,430 0 0
ROYALTY PHARMA PLC COM 74736K101   309,379 10,936 SH   SOLE   10,936 0 0
TOPBUILD CORP COM 759351604   307,548 756 SH   SOLE   756 0 0
RALPH LAUREN CORPORATION COM 88033G407   306,702 1,582 SH   SOLE   1,582 0 0
JUNIPER NETWORKS INC COM 82968B103   305,876 7,847 SH   SOLE   7,847 0 0
MOLSON COORS BEVERAGE CO COM 92556V106   299,449 5,206 SH   SOLE   5,206 0 0
PERFORMANCE FOOD GROUP CO COM 42250P103   299,373 3,820 SH   SOLE   3,820 0 0
TELEFLEX INCORPORATED COM 513272104   293,569 1,187 SH   SOLE   1,187 0 0
COCA-COLA CONSOLIDATED INC COM 460690100   293,557 223 SH   SOLE   223 0 0
INTERPUBLIC GROUP OF COMPANIES COM 012653101   292,261 9,240 SH   SOLE   9,240 0 0
CLEAN HARBORS, INC. COM 165167735   283,284 1,172 SH   SOLE   1,172 0 0
EPAM SYSTEMS INC COM 89055F103   283,220 1,423 SH   SOLE   1,423 0 0
FORTUNE BRANDS INNOVATIONS INC COM 126117100   278,796 3,114 SH   SOLE   3,114 0 0
EAST WEST BANCORP INCORPORATED COM 889478103   274,780 3,321 SH   SOLE   3,321 0 0
TAPESTRY INC COM 023586100   274,551 5,844 SH   SOLE   5,844 0 0
BJS WHOLESALE CLUB HOLDINGS IN COM 184496107   271,359 3,290 SH   SOLE   3,290 0 0
UNUM GROUP COM 133131102   269,679 4,537 SH   SOLE   4,537 0 0
PENSKE AUTOMOTIVE GROUP INC COM 05550J101   267,018 1,644 SH   SOLE   1,644 0 0
LIBERTY BROADBAND CORP COM 879369106   266,642 3,471 SH   SOLE   3,471 0 0
ALBEMARLE CORPORATION COM 446413106   260,453 2,750 SH   SOLE   2,750 0 0
ALBERTSONS COMPANIES INC COM 60871R209   255,615 13,832 SH   SOLE   13,832 0 0
CHESAPEAKE ENERGY CORP COM 159864107   255,551 3,107 SH   SOLE   3,107 0 0
SKECHERS U.S.A. INCORPORATED COM 171484108   251,686 3,761 SH   SOLE   3,761 0 0
ASSURANT, INC. COM 830566105   250,166 1,258 SH   SOLE   1,258 0 0
HUNTINGTON INGALLS INDUSTRIES COM 70959W103   249,575 944 SH   SOLE   944 0 0
MATCH GROUP INC COM 27579R104   247,701 6,546 SH   SOLE   6,546 0 0
CHARLES RIVER LABORATORIES INT COM 03743Q108   245,228 1,245 SH   SOLE   1,245 0 0
AMDOCS LTD COM 71377A103   243,282 2,781 SH   SOLE   2,781 0 0
CHURCHILL DOWNS INC COM 403949100   242,161 1,791 SH   SOLE   1,791 0 0
XP INC COM 04621X108   237,077 13,215 SH   SOLE   13,215 0 0
EAGLE MATERIALS, INC. COM 876030107   237,024 824 SH   SOLE   824 0 0
GLOBE LIFE INC COM G98239109   236,709 2,235 SH   SOLE   2,235 0 0
OLD REPUBLIC INTERNATIONAL COR COM 91529Y106   228,388 6,448 SH   SOLE   6,448 0 0
PAYCOM SOFTWARE INC COM 12769G100   227,535 1,366 SH   SOLE   1,366 0 0
PAYLOCITY HOLDING CORP COM 57667L107   222,545 1,349 SH   SOLE   1,349 0 0
LAMB WESTON HOLDINGS INC COM 61945C103   222,317 3,434 SH   SOLE   3,434 0 0
GENERAC HOLDINGS INCORPORATION COM G02602103   219,731 1,383 SH   SOLE   1,383 0 0
SEI INVESTMENTS COMPANY COM 70432V102   215,181 3,110 SH   SOLE   3,110 0 0
H & R BLOCK INC COM 379577208   214,799 3,380 SH   SOLE   3,380 0 0
HF SINCLAIR CORP COM 185899101   213,357 4,787 SH   SOLE   4,787 0 0
GRAPHIC PACKAGING HOLDING COMP COM 912909108   212,219 7,172 SH   SOLE   7,172 0 0
PRIMERICA, INC COM 227046109   211,325 797 SH   SOLE   797 0 0
CROCS INC COM 87256C101   209,540 1,447 SH   SOLE   1,447 0 0
WALGREENS BOOTS ALLIANCE INC COM 29786A106   207,953 23,209 SH   SOLE   23,209 0 0
ACUITY BRANDS, INC. COM 320517105   207,093 752 SH   SOLE   752 0 0
MOSAIC CO COM 21874C102   206,849 7,724 SH   SOLE   7,724 0 0
WESCO INTERNATIONAL, INC. COM 29261A100   206,279 1,228 SH   SOLE   1,228 0 0
DROPBOX INC COM 845467109   205,881 8,096 SH   SOLE   8,096 0 0
CORE & MAIN INC COM 680223104   205,794 4,635 SH   SOLE   4,635 0 0
BORGWARNER INC. COM 929089100   202,426 5,578 SH   SOLE   5,578 0 0
FIRST HORIZON CORP COM 90353W103   202,154 13,017 SH   SOLE   13,017 0 0