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 COM 88025U109   7,607,000 100,000 SH   SOLE   100,000 0 0
A O SMITH COM 831865209   466,397 7,300 SH   SOLE   7,300 0 0
ABBOTT LABS COM 002824100   9,729,192 82,200 SH   SOLE   82,200 0 0
ABBVIE COM 00287Y109   44,445,212 274,167 SH   SOLE   274,167 0 0
ABIOMED COM 003654100   828,100 2,500 SH   SOLE   2,500 0 0
ACTIVISION BLIZZARD COM 00507V109   2,763,795 34,500 SH   SOLE   34,500 0 0
ADDUS HOMECARE COM 006739106   2,538,328 27,209 SH   SOLE   27,209 0 0
ADOBE COM 00724F101   46,304,205 101,629 SH   SOLE   101,629 0 0
ADV MICRO DEV COM 007903107   8,181,912 74,830 SH   SOLE   74,830 0 0
ADVANCE AUTO COM 00751Y106   513,261 2,480 SH   SOLE   2,480 0 0
AFLAC COM 001055102   1,854,432 28,800 SH   SOLE   28,800 0 0
AGILENT TECH COM 00846U101   1,865,853 14,100 SH   SOLE   14,100 0 0
AIR PRODS & CHEM COM 009158106   2,424,127 9,700 SH   SOLE   9,700 0 0
AKAMAI TECH COM 00971T101   45,041,191 377,261 SH   SOLE   377,261 0 0
ALEX REAL ESTATE EQ COM 015271109   1,449,000 7,200 SH   SOLE   7,200 0 0
ALIGN TECHNOLOGY COM 016255101   18,159,400 41,650 SH   SOLE   41,650 0 0
ALLEGHANY CORP COM 017175100   254,100 300 SH   SOLE   300 0 0
ALLSTATE COM 020002101   1,912,546 13,808 SH   SOLE   13,808 0 0
ALLY FINANCIAL COM 02005N100   786,988 18,100 SH   SOLE   18,100 0 0
ALPHABET A CAP STK CL A 02079K305   161,980,261 58,238 SH   SOLE   58,238 0 0
ALPHABET C CAP STK CL C 02079K107   32,119,385 11,500 SH   SOLE   11,500 0 0
AMAZON COM 023135106   143,177,004 43,920 SH   SOLE   43,920 0 0
AMERICAN EXPRESS COM 025816109   5,516,500 29,500 SH   SOLE   29,500 0 0
AMERICAN TOWER COM 03027X100   5,162,571 20,550 SH   SOLE   20,550 0 0
AMERICAN WATER W COM 030420103   1,274,581 7,700 SH   SOLE   7,700 0 0
AMERIPRISE COM 03076C106   1,501,800 5,000 SH   SOLE   5,000 0 0
AMERIS BANCORP COM 03076K108   2,449,996 55,834 SH   SOLE   55,834 0 0
AMGEN COM 031162100   6,311,502 26,100 SH   SOLE   26,100 0 0
ANALOG DEVICES COM 032654105   4,112,982 24,900 SH   SOLE   24,900 0 0
ANSYS COM 03662Q105   1,207,070 3,800 SH   SOLE   3,800 0 0
APOLLO GLOB MANAGEM COM 03769M106   1,047,631 16,900 SH   SOLE   16,900 0 0
APPLE COM 037833100   201,267,185 1,152,667 SH   SOLE   1,152,667 0 0
APPLIED MATERIALS COM 038222105   5,434,378 41,232 SH   SOLE   41,232 0 0
ARCHER DANIELS M COM 039483102   2,391,890 26,500 SH   SOLE   26,500 0 0
ARTHUR J GALLAGHER COM 363576109   1,728,540 9,900 SH   SOLE   9,900 0 0
ASSURANT COM 04621X108   381,843 2,100 SH   SOLE   2,100 0 0
ASTRA ZENECA ADR COM 046353108   66 1 SH   SOLE   1 0 0
AT&T COM 00206R102   7,483,881 316,711 SH   SOLE   316,711 0 0
ATKORE COM 047649108   31,725,834 322,286 SH   SOLE   322,286 0 0
AUTODESK COM 052769106   2,100,630 9,800 SH   SOLE   9,800 0 0
AUTOMATIC DATA P COM 053015103   4,509,615 19,819 SH   SOLE   19,819 0 0
AUTOZONE COM 053332102   2,044,580 1,000 SH   SOLE   1,000 0 0
AVALONBAY COMM COM 053484101   1,639,242 6,600 SH   SOLE   6,600 0 0
AVANTOR COM 05352A100   872,556 25,800 SH   SOLE   25,800 0 0
AVERY DENNISON COM 053611109   695,880 4,000 SH   SOLE   4,000 0 0
BAIDU ADR COM 056752108   6,734,070 50,900 SH   SOLE   50,900 0 0
BALL COM 058498106   1,458,000 16,200 SH   SOLE   16,200 0 0
BANCOLOMBIA-ADR COM 05968L102   1,143,288 26,800 SH   SOLE   26,800 0 0
BANK OF AMERICA COM 060505104   13,911,750 337,500 SH   SOLE   337,500 0 0
BATH & BODY WORKS COM 070830104   635,740 13,300 SH   SOLE   13,300 0 0
BAXTER INTL COM 071813109   1,796,447 23,168 SH   SOLE   23,168 0 0
BECTON DICKINSON COM 075887109   3,378,200 12,700 SH   SOLE   12,700 0 0
BEIGENE ADR COM 07725L102   1,697,400 9,000 SH   SOLE   9,000 0 0
BENTLEY SYSTEMS COM 08265T208   419,710 9,500 SH   SOLE   9,500 0 0
BERKSHIRE HATHAWAY B COM 084670702   8,081,639 22,900 SH   SOLE   22,900 0 0
BEST BUY COM 086516101   926,453 10,192 SH   SOLE   10,192 0 0
BILIBILI ADR COM 090040106   767,400 30,000 SH   SOLE   30,000 0 0
BILL.COM HOLDINGS COM 090043100   816,444 3,600 SH   SOLE   3,600 0 0
BIO RAD LABORATORIES COM 090572207   8,279,481 14,700 SH   SOLE   14,700 0 0
BIO TECHNE COM 09073M104   822,776 1,900 SH   SOLE   1,900 0 0
BIOCRYST PHARMA COM 09058V103   1,605,821 98,759 SH   SOLE   98,759 0 0
BIOGEN COM 09062X103   1,473,989 6,999 SH   SOLE   6,999 0 0
BLACK KNIGHT INC COM 09215C105   454,004 7,829 SH   SOLE   7,829 0 0
BLACKROCK COM 09247X101   33,605,140 43,976 SH   SOLE   43,976 0 0
BLOCK INC USD COM 852234103   1,857,720 13,700 SH   SOLE   13,700 0 0
BNY MELLON COM 064058100   1,893,533 38,153 SH   SOLE   38,153 0 0
BOOKING HOLDINGS COM 09857L108   4,227,210 1,800 SH   SOLE   1,800 0 0
BORGWARNER COM 099724106   490,140 12,600 SH   SOLE   12,600 0 0
BOSTON PROPERTIES COM 101121101   914,480 7,100 SH   SOLE   7,100 0 0
BOSTON SCIENT COM 101137107   9,965,250 225,000 SH   SOLE   225,000 0 0
BRISTOL MYERS COM 110122108   7,354,121 100,700 SH   SOLE   100,700 0 0
BROADRIDGE FINANCIAL COM 11133T103   326,991 2,100 SH   SOLE   2,100 0 0
BURLINGTON STORES COM 122017106   619,378 3,400 SH   SOLE   3,400 0 0
C.H. ROBINSON WORLDW COM 12541W209   613,947 5,700 SH   SOLE   5,700 0 0
CABLE ONE COM 12685J105   439,272 300 SH   SOLE   300 0 0
CADENCE DESIGN COM 127387108   1,989,966 12,100 SH   SOLE   12,100 0 0
CAMDEN PROPERTY TRUS COM 133131102   847,620 5,100 SH   SOLE   5,100 0 0
CAMPBELL SOUP COM 134429109   374,388 8,400 SH   SOLE   8,400 0 0
CAPITAL ONE FIN COM 14040H105   27,431,207 208,936 SH   SOLE   208,936 0 0
CARDINAL HEALTH COM 14149Y108   708,750 12,500 SH   SOLE   12,500 0 0
CARMAX COM 143130102   723,600 7,500 SH   SOLE   7,500 0 0
CARRIER GLOBAL COM 14448C104   1,573,341 34,300 SH   SOLE   34,300 0 0
CATALENT COM 148806102   909,380 8,200 SH   SOLE   8,200 0 0
CBOE GLOBAL MARKETS COM 12503M108   707,688 6,185 SH   SOLE   6,185 0 0
CBRE GROUP A COM 12504L109   1,253,824 13,700 SH   SOLE   13,700 0 0
CELANESE COM 150870103   785,785 5,500 SH   SOLE   5,500 0 0
CENCORA COM 03073E105   33,512,352 216,614 SH   SOLE   216,614 0 0
CENTENE COM 15135B101   2,180,016 25,894 SH   SOLE   25,894 0 0
CERNER CORP COM 156782104   1,132,076 12,100 SH   SOLE   12,100 0 0
CHIPOTLE MEXICAN GRI COM 169656105   2,056,639 1,300 SH   SOLE   1,300 0 0
CHURCH & DWIGHT COM 171340102   1,172,684 11,800 SH   SOLE   11,800 0 0
CIENA COM 171779309   33,143,814 546,657 SH   SOLE   546,657 0 0
CIGNA COM 125523100   3,573,783 14,915 SH   SOLE   14,915 0 0
CINTAS COM 172908105   1,659,021 3,900 SH   SOLE   3,900 0 0
CIRRUS LOGIC COM 172755100   14,384,369 169,647 SH   SOLE   169,647 0 0
CISCO COM 17275R102   10,863,721 194,830 SH   SOLE   194,830 0 0
CITIGROUP USD COM 172967424   4,768,620 89,300 SH   SOLE   89,300 0 0
CITIZENS FINANCIAL COM 174610105   802,341 17,700 SH   SOLE   17,700 0 0
CITRIX SYSTEMS COM 177376100   504,500 5,000 SH   SOLE   5,000 0 0
CLOROX COM 189054109   903,695 6,500 SH   SOLE   6,500 0 0
CME GROUP COM 12572Q105   3,805,760 16,000 SH   SOLE   16,000 0 0
COCA COLA COM 191216100   11,668,400 188,200 SH   SOLE   188,200 0 0
COGNEX COM 192422103   644,588 8,355 SH   SOLE   8,355 0 0
COGNIZANT TECH COM 192446102   2,214,849 24,700 SH   SOLE   24,700 0 0
COLGATE PALMOLIVE COM 194162103   34,717,325 457,831 SH   SOLE   457,831 0 0
COMCAST A COM 20030N101   9,776,016 208,800 SH   SOLE   208,800 0 0
COMPANIA DE MINA ADR COM 204448104   422,940 42,000 SH   SOLE   42,000 0 0
CONAGRA BRANDS COM 205887102   735,183 21,900 SH   SOLE   21,900 0 0
COPART COM 217204106   1,392,717 11,100 SH   SOLE   11,100 0 0
CORSAIR GAMING COM 22041X102   2,209,908 104,438 SH   SOLE   104,438 0 0
CORTEVA COM 22052L104   2,092,272 36,400 SH   SOLE   36,400 0 0
COUPA SOFTWARE COM 22266L106   386,194 3,800 SH   SOLE   3,800 0 0
CROWDSTRIKE HOLDINGS COM 22788C105   1,930,180 8,500 SH   SOLE   8,500 0 0
CROWN CASTLE COM 22822V101   3,821,220 20,700 SH   SOLE   20,700 0 0
CROWN HOLDINGS COM 228368106   735,404 5,879 SH   SOLE   5,879 0 0
CSX COM 126408103   1,419,355 37,900 SH   SOLE   37,900 0 0
CVS HEALTH COM 126650100   6,125,735 60,525 SH   SOLE   60,525 0 0
DANAHER COM 235851102   8,711,901 29,700 SH   SOLE   29,700 0 0
DAVITA COM 23918K108   384,574 3,400 SH   SOLE   3,400 0 0
DAYFORCE COM 15677J108   533,208 7,800 SH   SOLE   7,800 0 0
DECKERS OUTDOOR COM 243537107   19,200,038 70,132 SH   SOLE   70,132 0 0
DEERE COM 244199105   5,591,261 13,458 SH   SOLE   13,458 0 0
DENTSPLY SIRONA COM 24906P109   477,434 9,700 SH   SOLE   9,700 0 0
DEXCOM COM 252131107   2,148,720 4,200 SH   SOLE   4,200 0 0
DIGITAL REALTY TRUST COM 253868103   1,871,760 13,200 SH   SOLE   13,200 0 0
DISCOVER FINANCIAL COM 254709108   1,476,546 13,400 SH   SOLE   13,400 0 0
DISCOVERY A COM 25470F104   196,868 7,900 SH   SOLE   7,900 0 0
DISCOVERY C COM 25470F302   419,496 16,800 SH   SOLE   16,800 0 0
DOCUSIGN COM 256163106   985,504 9,200 SH   SOLE   9,200 0 0
DOLLAR TREE COM 256746108   1,672,767 10,445 SH   SOLE   10,445 0 0
DOMINOS PIZZA (USD) COM 25754A201   814,020 2,000 SH   SOLE   2,000 0 0
DOORDASH COM 25809K105   644,545 5,500 SH   SOLE   5,500 0 0
DOVER CORP COM 260003108   1,066,920 6,800 SH   SOLE   6,800 0 0
DOW COM 260557103   2,026,296 31,800 SH   SOLE   31,800 0 0
DR REDDY'S LAB COM 256135203   1,259,498 22,600 SH   SOLE   22,600 0 0
DROPBOX COM 26210C104   411,525 17,700 SH   SOLE   17,700 0 0
DUKE REALTY COM 264411505   998,632 17,200 SH   SOLE   17,200 0 0
DUPONT DE NEMOURS COM 26614N102   1,780,268 24,195 SH   SOLE   24,195 0 0
DYNATRACE COM 268150109   461,580 9,800 SH   SOLE   9,800 0 0
EBAY COM 278642103   11,699,478 204,322 SH   SOLE   204,322 0 0
ECOLAB COM 278865100   1,959,816 11,100 SH   SOLE   11,100 0 0
EDISON INTL COM 281020107   1,338,910 19,100 SH   SOLE   19,100 0 0
EDWARDS LIFESCIENSES COM 28176E108   3,255,547 27,655 SH   SOLE   27,655 0 0
ELECTRONIC ARTS COM 285512109   1,682,583 13,300 SH   SOLE   13,300 0 0
ELEVANCE HEALTH COM 036752103   5,403,420 11,000 SH   SOLE   11,000 0 0
ENPHASE ENERGY COM 29355A107   1,230,858 6,100 SH   SOLE   6,100 0 0
ENTEGRIS COM 29362U104   800,686 6,100 SH   SOLE   6,100 0 0
ENTERGY COM 29364G103   1,039,075 8,900 SH   SOLE   8,900 0 0
EQUIFAX COM 294429105   1,304,050 5,500 SH   SOLE   5,500 0 0
EQUINIX COM 29444U700   2,984,279 4,024 SH   SOLE   4,024 0 0
EQUITABLE HOLDINGS COM 29452E101   463,650 15,000 SH   SOLE   15,000 0 0
EQUITY RESIDENT COM 29476L107   1,465,696 16,300 SH   SOLE   16,300 0 0
ESSEX PROPERTY TR COM 297178105   898,248 2,600 SH   SOLE   2,600 0 0
ESTEE LAUDER COM 518439104   2,913,824 10,700 SH   SOLE   10,700 0 0
ETSY COM 29786A106   683,540 5,500 SH   SOLE   5,500 0 0
EXACT SCIENCES COM 30063P105   524,400 7,500 SH   SOLE   7,500 0 0
EXELON COM 30161N101   2,268,331 47,624 SH   SOLE   47,624 0 0
EXPEDITORS COM 302130109   825,280 8,000 SH   SOLE   8,000 0 0
F5 NETWORKS INC COM 315616102   501,271 2,399 SH   SOLE   2,399 0 0
FACTSET RESEARCH SYS COM 303075105   631,254 1,454 SH   SOLE   1,454 0 0
FAIR ISAAC COM 303250104   466,460 1,000 SH   SOLE   1,000 0 0
FASTENAL COM 311900104   1,485,000 25,000 SH   SOLE   25,000 0 0
FEDEX COM 31428X106   2,545,290 11,000 SH   SOLE   11,000 0 0
FIDELITY NAT INF COM 31620M106   2,721,382 27,100 SH   SOLE   27,100 0 0
FIFTH THIRD BAN COM 316773100   1,230,944 28,600 SH   SOLE   28,600 0 0
FIRST REPUBLIC BANK COM 33616C100   1,361,640 8,400 SH   SOLE   8,400 0 0
FIRSTENERGY COM 337932107   412,740 9,000 SH   SOLE   9,000 0 0
FISERV COM 337738108   44,302,066 436,904 SH   SOLE   436,904 0 0
FMC COM 302491303   881,519 6,700 SH   SOLE   6,700 0 0
FORTUNE BRANDS INNOV COM 34964C106   557,100 7,500 SH   SOLE   7,500 0 0
FOX CORP A CL A COM 35137L105   591,750 15,000 SH   SOLE   15,000 0 0
FOX CORP B CL B COM 35137L204   79,816 2,200 SH   SOLE   2,200 0 0
FRANKLIN RES COM 354613101   323,872 11,600 SH   SOLE   11,600 0 0
FRONTDOOR COM 35905A109   2,352,628 78,815 SH   SOLE   78,815 0 0
GARTNER COM 366651107   1,160,094 3,900 SH   SOLE   3,900 0 0
GEN DIGITAL COM 668771108   800,904 30,200 SH   SOLE   30,200 0 0
GENERAC HOLDINGS COM 368736104   951,232 3,200 SH   SOLE   3,200 0 0
GENERAL MILLS COM 370334104   1,835,212 27,100 SH   SOLE   27,100 0 0
GENUINE PARTS COM 372460105   894,742 7,100 SH   SOLE   7,100 0 0
GILEAD SCIENCES COM 375558103   3,347,035 56,300 SH   SOLE   56,300 0 0
GLOBAL PAYMENTS COM 37940X102   9,720,156 71,033 SH   SOLE   71,033 0 0
GOLDMAN SACHS COM 38141G104   5,149,560 15,600 SH   SOLE   15,600 0 0
GUIDEWIRE SOFTWARE COM 40171V100   406,866 4,300 SH   SOLE   4,300 0 0
HARTFORD FIN SERV COM 416515104   1,184,865 16,500 SH   SOLE   16,500 0 0
HASBRO COM 418056107   613,663 7,491 SH   SOLE   7,491 0 0
HCA HEALTHCARE COM 40412C101   2,857,068 11,400 SH   SOLE   11,400 0 0
HEALTHPEAK PROP COM 42250P103   880,393 25,645 SH   SOLE   25,645 0 0
HENRY SCHEIN COM 806407102   531,859 6,100 SH   SOLE   6,100 0 0
HERSHEY COM 427866108   1,451,421 6,700 SH   SOLE   6,700 0 0
HILTON COM 43300A203   2,053,497 13,533 SH   SOLE   13,533 0 0
HOLOGIC COM 436440101   31,981,395 416,316 SH   SOLE   416,316 0 0
HOME DEPOT COM 437076102   14,427,706 48,200 SH   SOLE   48,200 0 0
HORMEL FOODS COM 440452100   804,024 15,600 SH   SOLE   15,600 0 0
HOSTESS BRANDS COM 44109J106   2,566,168 116,963 SH   SOLE   116,963 0 0
HP COM 40434L105   1,891,230 52,100 SH   SOLE   52,100 0 0
HP ENTERPRISE CO COM 42824C109   985,088 58,952 SH   SOLE   58,952 0 0
HUBSPOT COM 443573100   1,044,868 2,200 SH   SOLE   2,200 0 0
HUMANA COM 444859102   2,466,544 5,668 SH   SOLE   5,668 0 0
HUNTINGTON BANC COM 446150104   1,038,020 71,000 SH   SOLE   71,000 0 0
IBM COM 459200101   5,252,808 40,400 SH   SOLE   40,400 0 0
ICICI BANK LTD ADR COM 45104G104   38,523,297 2,033,965 SH   SOLE   2,033,965 0 0
IDEX COM 45167R104   556,017 2,900 SH   SOLE   2,900 0 0
IDEXX LAB COM 45168D104   1,969,416 3,600 SH   SOLE   3,600 0 0
ILLINOIS TOOL COM 452308109   2,945,211 14,065 SH   SOLE   14,065 0 0
ILLUMINA COM 452327109   2,468,511 7,065 SH   SOLE   7,065 0 0
INCYTE COM 45337C102   706,838 8,900 SH   SOLE   8,900 0 0
INFINERA COM 45667G103   2,603,948 300,340 SH   SOLE   300,340 0 0
INFOSYS LTD-SP ADR COM 456788108   15,165,477 609,300 SH   SOLE   609,300 0 0
INGERSOLL RAND COM 45687V106   1,067,420 21,200 SH   SOLE   21,200 0 0
INSTALLED BUILDING P COM 45780R101   2,206,456 26,115 SH   SOLE   26,115 0 0
INSULET COM 45784P101   799,170 3,000 SH   SOLE   3,000 0 0
INTEL COM 458140100   9,208,248 185,800 SH   SOLE   185,800 0 0
INTERCONT EXCHANGE COM 45866F104   3,501,180 26,500 SH   SOLE   26,500 0 0
INTERNATIONAL PAPER COM 460146103   909,155 19,700 SH   SOLE   19,700 0 0
INTERPUBLIC GROUP COM 460690100   755,085 21,300 SH   SOLE   21,300 0 0
INTL FLAVORS & FRAGR COM 459506101   1,646,090 12,534 SH   SOLE   12,534 0 0
INTUIT COM 461202103   5,954,723 12,384 SH   SOLE   12,384 0 0
INTUITIVE SURGICAL COM 46120E602   5,080,593 16,841 SH   SOLE   16,841 0 0
IQVIA HOLDINGS COM 46266C105   2,127,363 9,201 SH   SOLE   9,201 0 0
IRON MOUNTAIN REIT COM 46284V101   662,316 11,953 SH   SOLE   11,953 0 0
JACK HENRY & ASSOC COM 426281101   673,911 3,420 SH   SOLE   3,420 0 0
JB HUNT TRANSPORT COM 445658107   789,105 3,930 SH   SOLE   3,930 0 0
JM SMUCKER COM 832696405   704,132 5,200 SH   SOLE   5,200 0 0
JP MORGAN CHASE COM 46625H100   61,582,560 451,750 SH   SOLE   451,750 0 0
KELLANOVA COM 487836108   702,941 10,900 SH   SOLE   10,900 0 0
KEURIG DR PEPPER COM 49271V100   1,299,970 34,300 SH   SOLE   34,300 0 0
KEYCORP COM 493267108   373,746 16,700 SH   SOLE   16,700 0 0
KEYSIGHT TECH COM 49338L103   1,405,933 8,900 SH   SOLE   8,900 0 0
KIMBERLY CLARKE COM 494368103   1,968,343 15,982 SH   SOLE   15,982 0 0
KIMCO REALTY COM 49446R109   716,300 29,000 SH   SOLE   29,000 0 0
KLA CORPORATION COM 482480100   2,379,390 6,500 SH   SOLE   6,500 0 0
KNIGHT SWIFT TRANSP COM 499049104   382,890 7,588 SH   SOLE   7,588 0 0
KORN FERRY COM 500643200   2,730,857 42,052 SH   SOLE   42,052 0 0
KROGER CO COM 501044101   32,518,463 566,820 SH   SOLE   566,820 0 0
LABORATORY CORP OF A COM 50540R409   1,265,568 4,800 SH   SOLE   4,800 0 0
LAM RESEARCH COM 512807108   3,467,585 6,450 SH   SOLE   6,450 0 0
LANTHEUS HOLDINGS COM 516544103   2,560,411 46,292 SH   SOLE   46,292 0 0
LEAR COM 521865204   342,216 2,400 SH   SOLE   2,400 0 0
LENNOX INTL COM 526107107   335,218 1,300 SH   SOLE   1,300 0 0
LI AUTO ADR COM 50202M102   2,684,240 104,000 SH   SOLE   104,000 0 0
LIBERTY BROADBAND-A COM 530307107   157,272 1,200 SH   SOLE   1,200 0 0
LIBERTY BROADBAND-C COM 530307305   852,516 6,300 SH   SOLE   6,300 0 0
LINCOLN NATL COR COM 534187109   411,768 6,300 SH   SOLE   6,300 0 0
LIVE NATION COM 538034109   978,765 8,320 SH   SOLE   8,320 0 0
LIVENT CORP COM 53814L108   3,326,297 127,591 SH   SOLE   127,591 0 0
LKQ COM 501889208   621,390 13,684 SH   SOLE   13,684 0 0
LOWE'S COMPANIES COM 548661107   33,124,586 163,829 SH   SOLE   163,829 0 0
LUCID GROUP COM 549498103   187,960 7,400 SH   SOLE   7,400 0 0
LULULEMON ATHLETICA COM 550021109   2,045,288 5,600 SH   SOLE   5,600 0 0
LUMEN TECHNOLOGIES COM 550241103   466,578 41,400 SH   SOLE   41,400 0 0
MARKETAXESS HOLDINGS COM 57060D108   476,280 1,400 SH   SOLE   1,400 0 0
MARSH & MCLENNAN COM 571748102   3,872,624 22,724 SH   SOLE   22,724 0 0
MARTIN MARIETTA MATE COM 573284106   1,116,181 2,900 SH   SOLE   2,900 0 0
MARVELL TECH. COM 573874104   2,617,415 36,500 SH   SOLE   36,500 0 0
MASCO COM 574599106   627,300 12,300 SH   SOLE   12,300 0 0
MASIMO CORP COM 574795100   7,566,188 51,987 SH   SOLE   51,987 0 0
MASTERCARD COM 57636Q104   23,916,227 66,921 SH   SOLE   66,921 0 0
MCCORMICK COM 579780206   1,257,480 12,600 SH   SOLE   12,600 0 0
MERCADOLIBRE COM 58733R102   2,497,908 2,100 SH   SOLE   2,100 0 0
MERCK USD COM 58933Y105   55,633,018 678,038 SH   SOLE   678,038 0 0
METLIFE COM 59156R108   31,666,903 450,582 SH   SOLE   450,582 0 0
METTLER-TOLEDO COM 592688105   1,373,190 1,000 SH   SOLE   1,000 0 0
MICROCHIP TECHNOLOGY COM 595017104   1,991,210 26,500 SH   SOLE   26,500 0 0
MICRON TECH COM 595112103   3,949,023 50,700 SH   SOLE   50,700 0 0
MICROSOFT COM 594918104   223,380,461 724,532 SH   SOLE   724,532 0 0
MOBILE TELESYST ADR COM 607409109   0 85,000 SH   SOLE   85,000 0 0
MOHAWK INDS COM 608190104   363,782 2,929 SH   SOLE   2,929 0 0
MONDELEZ INTL COM 609207105   34,325,404 546,757 SH   SOLE   546,757 0 0
MOODYS COM 615369105   2,766,762 8,200 SH   SOLE   8,200 0 0
MORGAN STANLEY COM 617446448   37,208,015 425,721 SH   SOLE   425,721 0 0
MOSAIC COM 61945C103   1,170,400 17,600 SH   SOLE   17,600 0 0
MOTOROLA SOLUTIONS COM 620076307   1,920,162 7,928 SH   SOLE   7,928 0 0
MSCI INC COM 55354G100   1,967,267 3,912 SH   SOLE   3,912 0 0
NASDAQ OMX GROUP COM 631103108   1,011,107 5,674 SH   SOLE   5,674 0 0
NETAPP COM 64110D104   896,400 10,800 SH   SOLE   10,800 0 0
NEUROCRINE BIOSCIENC COM 64125C109   159,375 1,700 SH   SOLE   1,700 0 0
NEWELL BRANDS COM 651229106   421,841 19,703 SH   SOLE   19,703 0 0
NEWMONT COM 651639106   2,752,307 34,642 SH   SOLE   34,642 0 0
NIKE COM 654106103   8,033,232 59,700 SH   SOLE   59,700 0 0
NIO COM 62914V106   5,026,740 238,800 SH   SOLE   238,800 0 0
NKARTA COM 65487U108   1,736,315 152,576 SH   SOLE   152,576 0 0
NORDSON COM 655663102   567,700 2,500 SH   SOLE   2,500 0 0
NORFOLK SOUTHERN COM 655844108   3,251,508 11,400 SH   SOLE   11,400 0 0
NORTHERN TRUST COM 665859104   1,106,275 9,500 SH   SOLE   9,500 0 0
NSA COM 637870106   2,839,262 45,240 SH   SOLE   45,240 0 0
NVIDIA COM 67066G104   85,853,489 314,643 SH   SOLE   314,643 0 0
OATLY GROUP COM 67421J108   976,950 195,000 SH   SOLE   195,000 0 0
OKTA INC COM 679295105   951,048 6,300 SH   SOLE   6,300 0 0
OLD DOMINION FREIGHT COM 679580100   537,624 1,800 SH   SOLE   1,800 0 0
OMNICOM GROUP COM 681919106   738,456 8,700 SH   SOLE   8,700 0 0
ON SEMICONDUCTOR COM 682189105   1,314,810 21,000 SH   SOLE   21,000 0 0
ORACLE COM 68389X105   3,706,304 44,800 SH   SOLE   44,800 0 0
OTIS WORLDWIDE COM 68902V107   1,392,795 18,100 SH   SOLE   18,100 0 0
OWENS CORNING COM 690742101   549,000 6,000 SH   SOLE   6,000 0 0
PACCAR COM 693718108   528,420 6,000 SH   SOLE   6,000 0 0
PACKAGING CORP OF AM COM 695156109   640,051 4,100 SH   SOLE   4,100 0 0
PARAMOUNT GLOBAL COM 92556H206   1,112,710 29,429 SH   SOLE   29,429 0 0
PAYCOM SOFTWARE COM 70432V102   831,312 2,400 SH   SOLE   2,400 0 0
PAYPAL COM 70450Y103   5,921,280 51,200 SH   SOLE   51,200 0 0
PENNYMAC FINANCIAL COM 70932M107   2,294,622 43,132 SH   SOLE   43,132 0 0
PEPSICO COM 713448108   10,611,892 63,400 SH   SOLE   63,400 0 0
PGT INNOVATIONS COM 69336V101   2,464,321 137,059 SH   SOLE   137,059 0 0
PLUG POWER COM 72919P202   761,026 26,600 SH   SOLE   26,600 0 0
PNC FINANCIAL SERV COM 693475105   3,504,734 19,001 SH   SOLE   19,001 0 0
POOL COM 73278L105   845,700 2,000 SH   SOLE   2,000 0 0
PRINCIPAL FIN GROUP COM 74251V102   1,079,127 14,700 SH   SOLE   14,700 0 0
PROCTER COM 742718109   16,724,877 109,456 SH   SOLE   109,456 0 0
PROGRESSIVE COM 743315103   2,929,543 25,700 SH   SOLE   25,700 0 0
PROLOGIS COM 74340W103   51,432,833 318,509 SH   SOLE   318,509 0 0
PRUDENTIAL FINL COM 744320102   1,917,072 16,223 SH   SOLE   16,223 0 0
PTC COM 69370C100   657,092 6,100 SH   SOLE   6,100 0 0
PUBLIC STORAGE COM 74460D109   2,770,988 7,100 SH   SOLE   7,100 0 0
PULTEGROUP COM 745867101   620,120 14,800 SH   SOLE   14,800 0 0
QORVO COM 74736K101   595,680 4,800 SH   SOLE   4,800 0 0
QUALCOMM COM 747525103   7,809,102 51,100 SH   SOLE   51,100 0 0
QUEST DIAGNOSTICS COM 74834L100   780,102 5,700 SH   SOLE   5,700 0 0
REALTY INCOME COM 756109104   1,857,240 26,800 SH   SOLE   26,800 0 0
REGENCY CENTERS COM 758849103   504,945 7,078 SH   SOLE   7,078 0 0
REGENERON PHARMA COM 75886F107   13,258,107 18,983 SH   SOLE   18,983 0 0
REGIONS FIN COM 7591EP100   997,248 44,800 SH   SOLE   44,800 0 0
REPUBLIC SERV COM 760759100   1,338,250 10,100 SH   SOLE   10,100 0 0
RESMED COM 761152107   1,576,315 6,500 SH   SOLE   6,500 0 0
REVVITY COM 714046109   924,638 5,300 SH   SOLE   5,300 0 0
RINGCENTRAL COM 76680R206   386,793 3,300 SH   SOLE   3,300 0 0
RIVIAN AUTOMOTIVE COM 76954A103   160,768 3,200 SH   SOLE   3,200 0 0
ROBERT HALF COM 770323103   528,768 4,631 SH   SOLE   4,631 0 0
ROCKWELL AUTOM COM 773903109   1,372,147 4,900 SH   SOLE   4,900 0 0
ROKU COM 77543R102   726,566 5,800 SH   SOLE   5,800 0 0
ROLLINS COM 775711104   378,926 10,811 SH   SOLE   10,811 0 0
ROPER TECHNOLOGIES COM 776696106   2,313,927 4,900 SH   SOLE   4,900 0 0
ROSS STORES COM 778296103   1,537,187 16,993 SH   SOLE   16,993 0 0
S&P GLOBAL COM 78409V104   6,316,772 15,400 SH   SOLE   15,400 0 0
SALESFORCE COM 79466L302   9,522,552 44,850 SH   SOLE   44,850 0 0
SBA COMMUNICATIONS COM 78410G104   1,720,500 5,000 SH   SOLE   5,000 0 0
SEALED AIR COM 81211K100   385,221 5,753 SH   SOLE   5,753 0 0
SERVICENOW COM 81762P102   5,012,010 9,000 SH   SOLE   9,000 0 0
SHERWIN WILLIAMS COM 824348106   2,820,706 11,300 SH   SOLE   11,300 0 0
SIGNATURE BANK COM 82669G104   34,300,176 116,870 SH   SOLE   116,870 0 0
SIMON PROPERTY GROUP COM 828806109   1,986,556 15,100 SH   SOLE   15,100 0 0
SIRIUS XM HOLDINGS COM 82968B103   348,417 52,631 SH   SOLE   52,631 0 0
SKYWORKS COM 83088M102   1,092,896 8,200 SH   SOLE   8,200 0 0
SNAP COM 83304A106   712,602 19,800 SH   SOLE   19,800 0 0
SNAP-ON INC COM 833034101   575,344 2,800 SH   SOLE   2,800 0 0
SNOWFLAKE COM 833445109   1,443,519 6,300 SH   SOLE   6,300 0 0
SOLAREDGE TECH COM 83417M104   11,102,100 34,439 SH   SOLE   34,439 0 0
SPLUNK COM 848637104   1,174,019 7,900 SH   SOLE   7,900 0 0
STANLEY BLACK&DECKER COM 854502101   405,391 2,900 SH   SOLE   2,900 0 0
STARBUCKS COM 855244109   4,794,119 52,700 SH   SOLE   52,700 0 0
STATE STREET COM 857477103   1,471,370 16,889 SH   SOLE   16,889 0 0
STEEL DYNAMICS COM 858119100   809,271 9,700 SH   SOLE   9,700 0 0
SUNRUN COM 86771W105   170,072 5,600 SH   SOLE   5,600 0 0
SVB FINANCIAL COM 78486Q101   21,225,533 37,940 SH   SOLE   37,940 0 0
SYNCHRONY FINANCIAL COM 87165B103   953,794 27,400 SH   SOLE   27,400 0 0
SYNEOS HEALTH COM 87166B102   21,282,403 262,908 SH   SOLE   262,908 0 0
SYNOPS COM 871607107   2,366,217 7,100 SH   SOLE   7,100 0 0
SYSCO COM 871829107   2,013,081 24,655 SH   SOLE   24,655 0 0
T ROWE PRICE GP COM 74144T108   1,462,461 9,673 SH   SOLE   9,673 0 0
TARGET COM 87612E106   4,605,174 21,700 SH   SOLE   21,700 0 0
TELADOC HEALTH COM 87918A105   483,271 6,700 SH   SOLE   6,700 0 0
TELEFLEX COM 879369106   709,660 2,000 SH   SOLE   2,000 0 0
TEMPUR SEALY INTL COM 88023U101   13,570,209 486,039 SH   SOLE   486,039 0 0
TENCENT MUSIC ADR COM 88034P109   637,970 131,000 SH   SOLE   131,000 0 0
TESLA COM 88160R101   42,134,160 39,100 SH   SOLE   39,100 0 0
TEXAS INSTRUMENT COM 882508104   7,687,812 41,900 SH   SOLE   41,900 0 0
THERMO FISCHER SCIEN COM 883556102   50,757,508 85,935 SH   SOLE   85,935 0 0
TJX COM 872540109   3,283,436 54,200 SH   SOLE   54,200 0 0
T-MOBILE COM 872590104   3,593,800 28,000 SH   SOLE   28,000 0 0
TRACTOR SUPPLY COM 892356106   1,353,546 5,800 SH   SOLE   5,800 0 0
TRADEWEB MARKETS COM 892672106   404,202 4,600 SH   SOLE   4,600 0 0
TRANSUNION COM 89400J107   940,394 9,100 SH   SOLE   9,100 0 0
TRAVELERS COMPANIES COM 89417E109   2,081,660 11,392 SH   SOLE   11,392 0 0
TRIMBLE COM 896239100   849,665 11,778 SH   SOLE   11,778 0 0
TRIP.COM GROUP LTD COM 89677Q107   2,263,448 97,900 SH   SOLE   97,900 0 0
TRUIST FINANCIAL COM 89832Q109   3,362,310 59,300 SH   SOLE   59,300 0 0
TWILIO COM 90138F102   1,351,442 8,200 SH   SOLE   8,200 0 0
TWITTER INC COM 90184L102   1,447,006 37,400 SH   SOLE   37,400 0 0
TYLER TECHNOLOGIES I COM 902252105   889,780 2,000 SH   SOLE   2,000 0 0
UBER TECHNOLOGIES COM 90353T100   931,248 26,100 SH   SOLE   26,100 0 0
ULTA BEAUTY COM 90384S303   955,728 2,400 SH   SOLE   2,400 0 0
UNION PACIFIC COM 907818108   3,087,273 11,300 SH   SOLE   11,300 0 0
UNITED PARCEL B COM 911312106   7,143,877 33,311 SH   SOLE   33,311 0 0
UNITED RENTALS COM 911363109   1,207,714 3,400 SH   SOLE   3,400 0 0
UNITEDHEALTH GRP COM 91324P102   22,081,701 43,300 SH   SOLE   43,300 0 0
VAIL RESORTS COM 91879Q109   572,594 2,200 SH   SOLE   2,200 0 0
VARONIS SYSTEMS COM 922280102   34,687,751 729,654 SH   SOLE   729,654 0 0
VEEVA SYSTEMS COM 922475108   1,380,990 6,500 SH   SOLE   6,500 0 0
VENTAS COM 92276F100   1,141,942 18,490 SH   SOLE   18,490 0 0
VERINT SYSTEMS COM 92343X100   12,867,199 248,882 SH   SOLE   248,882 0 0
VERISIGN COM 92343E102   1,112,300 5,000 SH   SOLE   5,000 0 0
VERISK ANALYTICS COM 92345Y106   1,561,004 7,273 SH   SOLE   7,273 0 0
VERIZON COMM COM 92343V104   41,685,119 818,318 SH   SOLE   818,318 0 0
VERTEX PHARMACEUT COM 92532F100   2,948,961 11,300 SH   SOLE   11,300 0 0
VF COM 918204108   951,723 16,738 SH   SOLE   16,738 0 0
VIPSHOP ADR COM 92763W103   835,200 92,800 SH   SOLE   92,800 0 0
VIRTU FINANCIAL COM 928254101   2,616,045 70,286 SH   SOLE   70,286 0 0
VISA A COM 92826C839   62,927,903 283,753 SH   SOLE   283,753 0 0
VMWARE A COM 928563402   988,505 8,681 SH   SOLE   8,681 0 0
WALGREEN BOOTS COM 931427108   1,483,678 33,140 SH   SOLE   33,140 0 0
WALT DISNEY COM 254687106   11,535,156 84,100 SH   SOLE   84,100 0 0
WARNER MUSIC COM 934550203   26,877,285 710,100 SH   SOLE   710,100 0 0
WASTE MANAGEMENT COM 94106L109   2,976,155 18,777 SH   SOLE   18,777 0 0
WATERS COM 941848103   951,035 3,064 SH   SOLE   3,064 0 0
WATTS WATER TECHN COM 942749102   2,423,282 17,360 SH   SOLE   17,360 0 0
WEBSTER FINANCIAL COM 947890109   179,584 3,200 SH   SOLE   3,200 0 0
WELLTOWER COM 95040Q104   1,913,571 19,904 SH   SOLE   19,904 0 0
WEST PHARMACEUTICAL COM 955306105   1,371,361 3,339 SH   SOLE   3,339 0 0
WESTERN UNION COM 959802109   342,942 18,300 SH   SOLE   18,300 0 0
WESTROCK COM 96145D105   612,142 13,016 SH   SOLE   13,016 0 0
WHIRLPOOL COM 963320106   535,618 3,100 SH   SOLE   3,100 0 0
WIPRO COM 97651M109   2,047,005 265,500 SH   SOLE   265,500 0 0
WORKDAY A COM 98138H101   2,080,668 8,689 SH   SOLE   8,689 0 0
WP CAREY COM 92936U109   695,224 8,600 SH   SOLE   8,600 0 0
WW GRAINGER COM 384802104   33,668,192 65,275 SH   SOLE   65,275 0 0
XPENG ADR COM 98422D105   2,074,768 75,200 SH   SOLE   75,200 0 0
XYLEM COM 98419M100   733,236 8,600 SH   SOLE   8,600 0 0
YUM BRANDS COM 988498101   1,600,155 13,500 SH   SOLE   13,500 0 0
YUM CHINA HLDS COM 98850P109   3,356,432 80,800 SH   SOLE   80,800 0 0
ZAI LAB COM 98887Q104   646,506 14,700 SH   SOLE   14,700 0 0
ZEBRA TECHNOLOGIES C COM 989207105   1,013,151 2,449 SH   SOLE   2,449 0 0
ZENDESK COM 98936J101   553,334 4,600 SH   SOLE   4,600 0 0
ZIMMER BIOMET HLDS COM 98956P102   1,279,000 10,000 SH   SOLE   10,000 0 0
ZIMVIE COM 98888T107   22,840 1,000 SH   SOLE   1,000 0 0
ZOETIS COM 98978V103   3,998,108 21,200 SH   SOLE   21,200 0 0
ZOOMINFO TECH COM 98980F104   692,984 11,600 SH   SOLE   11,600 0 0
ZSCALER COM 98980G102   965,120 4,000 SH   SOLE   4,000 0 0
ZTO EXPRESS CAY ADR COM 98980A105   2,030,000 81,200 SH   SOLE   81,200 0 0