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
A O SMITH COM 831865209   280,476 4,900 SH   SOLE   4,900 0 0
ABBOTT LABS COM 002824100   8,234,250 75,000 SH   SOLE   75,000 0 0
ABBVIE COM 00287Y109   36,667,531 226,889 SH   SOLE   226,889 0 0
ACTIVISION BLIZZARD COM 00507V109   2,503,185 32,700 SH   SOLE   32,700 0 0
ADOBE COM 00724F101   12,711,748 37,773 SH   SOLE   37,773 0 0
ADV MICRO DEV COM 007903107   30,152,572 465,533 SH   SOLE   465,533 0 0
ADVANCE AUTO COM 00751Y106   364,634 2,480 SH   SOLE   2,480 0 0
AGILENT TECH COM 00846U101   1,825,730 12,200 SH   SOLE   12,200 0 0
AGREE REALTY COM 008492100   1,482,437 20,900 SH   SOLE   20,900 0 0
AIR PRODS & CHEM COM 009158106   2,928,470 9,500 SH   SOLE   9,500 0 0
AIRBNB COM 009066101   24,076,800 281,600 SH   SOLE   281,600 0 0
AKAMAI TECH COM 00971T101   649,110 7,700 SH   SOLE   7,700 0 0
ALEX REAL ESTATE EQ COM 015271109   932,288 6,400 SH   SOLE   6,400 0 0
ALIGN TECHNOLOGY COM 016255101   674,880 3,200 SH   SOLE   3,200 0 0
ALLSTATE COM 020002101   1,560,485 11,508 SH   SOLE   11,508 0 0
ALLY FINANCIAL COM 02005N100   366,750 15,000 SH   SOLE   15,000 0 0
ALPHABET A CAP STK CL A 02079K305   102,584,050 1,162,689 SH   SOLE   1,162,689 0 0
ALPHABET C CAP STK CL C 02079K107   17,657,270 199,000 SH   SOLE   199,000 0 0
AMAZON COM 023135106   63,388,332 754,623 SH   SOLE   754,623 0 0
AMERICAN EXPRESS COM 025816109   4,033,575 27,300 SH   SOLE   27,300 0 0
AMERICAN INTL GR COM 026874784   2,086,920 33,000 SH   SOLE   33,000 0 0
AMERICAN TOWER COM 03027X100   4,268,979 20,150 SH   SOLE   20,150 0 0
AMERICAN WATER W COM 030420103   472,502 3,100 SH   SOLE   3,100 0 0
AMERIPRISE COM 03076C106   1,401,165 4,500 SH   SOLE   4,500 0 0
AMERIS BANCORP COM 03076K108   2,110,411 44,769 SH   SOLE   44,769 0 0
AMETEK COM 031100100   1,411,172 10,100 SH   SOLE   10,100 0 0
AMGEN COM 031162100   5,961,928 22,700 SH   SOLE   22,700 0 0
ANALOG DEVICES COM 032654105   3,625,063 22,100 SH   SOLE   22,100 0 0
ANNALY CAPITAL MANAG COM 035710839   366,265 17,375 SH   SOLE   17,375 0 0
ANSYS COM 03662Q105   918,042 3,800 SH   SOLE   3,800 0 0
APOLLO GLOB MANAGEM COM 03769M106   1,097,188 17,200 SH   SOLE   17,200 0 0
APPLE COM 037833100   142,913,515 1,099,927 SH   SOLE   1,099,927 0 0
APPLIED MATERIALS COM 038222105   3,557,486 36,532 SH   SOLE   36,532 0 0
ARAMARK COM 03852U106   417,534 10,100 SH   SOLE   10,100 0 0
ARCHER DANIELS M COM 039483102   2,237,685 24,100 SH   SOLE   24,100 0 0
ARISTA NETWORKS COM 040413106   1,322,715 10,900 SH   SOLE   10,900 0 0
ARRAY TECHNOLOGIES COM 04271T100   966,500 50,000 SH   SOLE   50,000 0 0
ARROW ELECTRONICS COM 042735100   177,769 1,700 SH   SOLE   1,700 0 0
ARROWHEAD PHARMA COM 04280A100   15,040,459 370,820 SH   SOLE   370,820 0 0
ARTHUR J GALLAGHER COM 363576109   1,659,152 8,800 SH   SOLE   8,800 0 0
ASPEN TECHNOLOGY COM 29109X106   267,020 1,300 SH   SOLE   1,300 0 0
ASSURANT COM 04621X108   262,626 2,100 SH   SOLE   2,100 0 0
AT&T COM 00206R102   5,631,822 305,911 SH   SOLE   305,911 0 0
ATKORE COM 047649108   32,988,774 290,855 SH   SOLE   290,855 0 0
AUTODESK COM 052769106   1,700,517 9,100 SH   SOLE   9,100 0 0
AUTOMATIC DATA P COM 053015103   4,232,360 17,719 SH   SOLE   17,719 0 0
AUTOZONE COM 053332102   1,972,944 800 SH   SOLE   800 0 0
AVALONBAY COMM COM 053484101   1,049,880 6,500 SH   SOLE   6,500 0 0
AVANTOR COM 05352A100   639,027 30,300 SH   SOLE   30,300 0 0
AVERY DENNISON COM 053611109   724,000 4,000 SH   SOLE   4,000 0 0
BALL COM 058498106   731,302 14,300 SH   SOLE   14,300 0 0
BANCOLOMBIA-ADR COM 05968L102   650,712 22,800 SH   SOLE   22,800 0 0
BANK OF AMERICA COM 060505104   10,267,200 310,000 SH   SOLE   310,000 0 0
BATH & BODY WORKS COM 070830104   442,470 10,500 SH   SOLE   10,500 0 0
BAXTER INTL COM 071813109   1,094,224 21,468 SH   SOLE   21,468 0 0
BECTON DICKINSON COM 075887109   3,127,890 12,300 SH   SOLE   12,300 0 0
BERKSHIRE HATHAWAY B COM 084670702   39,803,927 128,857 SH   SOLE   128,857 0 0
BEST BUY COM 086516101   697,185 8,692 SH   SOLE   8,692 0 0
BIOCRYST PHARMA COM 09058V103   1,675,173 145,921 SH   SOLE   145,921 0 0
BIOGEN COM 09062X103   1,744,319 6,299 SH   SOLE   6,299 0 0
BLACK KNIGHT INC COM 09215C105   483,441 7,829 SH   SOLE   7,829 0 0
BLACKROCK COM 09247X101   24,998,341 35,277 SH   SOLE   35,277 0 0
BNY MELLON COM 064058100   1,518,229 33,353 SH   SOLE   33,353 0 0
BOOKING HOLDINGS COM 09857L108   3,425,976 1,700 SH   SOLE   1,700 0 0
BORGWARNER COM 099724106   507,150 12,600 SH   SOLE   12,600 0 0
BOSTON PROPERTIES COM 101121101   371,690 5,500 SH   SOLE   5,500 0 0
BOSTON SCIENT COM 101137107   9,681,905 209,248 SH   SOLE   209,248 0 0
BRISTOL MYERS COM 110122108   6,583,425 91,500 SH   SOLE   91,500 0 0
BROADCOM COM 11135F101   9,672,949 17,300 SH   SOLE   17,300 0 0
BROADRIDGE FINANCIAL COM 11133T103   684,063 5,100 SH   SOLE   5,100 0 0
BROWN & BROWN COM 115236101   569,700 10,000 SH   SOLE   10,000 0 0
BURLINGTON STORES COM 122017106   506,900 2,500 SH   SOLE   2,500 0 0
C.H. ROBINSON WORLDW COM 12541W209   521,892 5,700 SH   SOLE   5,700 0 0
CADENCE DESIGN COM 127387108   1,943,744 12,100 SH   SOLE   12,100 0 0
CAMDEN PROPERTY TRUS COM 133131102   570,588 5,100 SH   SOLE   5,100 0 0
CAMPBELL SOUP COM 134429109   476,700 8,400 SH   SOLE   8,400 0 0
CAPITAL ONE FIN COM 14040H105   1,580,320 17,000 SH   SOLE   17,000 0 0
CARDINAL HEALTH COM 14149Y108   922,440 12,000 SH   SOLE   12,000 0 0
CARMAX COM 143130102   456,675 7,500 SH   SOLE   7,500 0 0
CARRIER GLOBAL COM 14448C104   1,493,250 36,200 SH   SOLE   36,200 0 0
CBOE GLOBAL MARKETS COM 12503M108   487,451 3,885 SH   SOLE   3,885 0 0
CBRE GROUP A COM 12504L109   1,054,352 13,700 SH   SOLE   13,700 0 0
CDW COM 12514G108   625,030 3,500 SH   SOLE   3,500 0 0
CELANESE COM 150870103   439,632 4,300 SH   SOLE   4,300 0 0
CENCORA COM 03073E105   32,624,653 196,878 SH   SOLE   196,878 0 0
CENTENE COM 15135B101   2,041,557 24,894 SH   SOLE   24,894 0 0
CERTARA COM 15687V109   3,986,967 248,100 SH   SOLE   248,100 0 0
CF INDUSTRIES HLD COM 125269100   468,600 5,500 SH   SOLE   5,500 0 0
CHARTER COMM COM 16119P108   1,661,590 4,900 SH   SOLE   4,900 0 0
CHIPOTLE MEXICAN GRI COM 169656105   1,664,988 1,200 SH   SOLE   1,200 0 0
CHURCH & DWIGHT COM 171340102   830,283 10,300 SH   SOLE   10,300 0 0
CIENA COM 171779309   6,354,810 124,653 SH   SOLE   124,653 0 0
CIGNA COM 125523100   4,511,194 13,615 SH   SOLE   13,615 0 0
CINTAS COM 172908105   1,761,318 3,900 SH   SOLE   3,900 0 0
CIRRUS LOGIC COM 172755100   1,805,619 24,243 SH   SOLE   24,243 0 0
CISCO COM 17275R102   3,382,440 71,000 SH   SOLE   71,000 0 0
CITIGROUP USD COM 172967424   3,772,182 83,400 SH   SOLE   83,400 0 0
CITIZENS FINANCIAL COM 174610105   850,392 21,600 SH   SOLE   21,600 0 0
CLOROX COM 189054109   673,584 4,800 SH   SOLE   4,800 0 0
CME GROUP COM 12572Q105   992,144 5,900 SH   SOLE   5,900 0 0
COCA COLA COM 191216100   11,188,999 175,900 SH   SOLE   175,900 0 0
COGNIZANT TECH COM 192446102   514,710 9,000 SH   SOLE   9,000 0 0
COLGATE PALMOLIVE COM 194162103   29,071,461 368,974 SH   SOLE   368,974 0 0
COMCAST A COM 20030N101   6,714,240 192,000 SH   SOLE   192,000 0 0
COMPANIA DE MINA ADR COM 204448104   312,900 42,000 SH   SOLE   42,000 0 0
CONAGRA BRANDS COM 205887102   723,690 18,700 SH   SOLE   18,700 0 0
CONSTELLATION ENERGY COM 21037T109   22,949,102 266,200 SH   SOLE   266,200 0 0
COPART COM 217204106   1,083,842 17,800 SH   SOLE   17,800 0 0
CORE & MAIN COM 21874C102   1,660,660 86,000 SH   SOLE   86,000 0 0
CORTEVA COM 22052L104   1,128,576 19,200 SH   SOLE   19,200 0 0
COUPA SOFTWARE COM 22266L106   16,299,915 205,885 SH   SOLE   205,885 0 0
CROWN CASTLE COM 22822V101   2,455,084 18,100 SH   SOLE   18,100 0 0
CROWN HOLDINGS COM 228368106   483,313 5,879 SH   SOLE   5,879 0 0
CSX COM 126408103   1,174,142 37,900 SH   SOLE   37,900 0 0
CVS HEALTH COM 126650100   5,162,726 55,400 SH   SOLE   55,400 0 0
DANAHER COM 235851102   7,882,974 29,700 SH   SOLE   29,700 0 0
DAQO NEW ENERGY CORP COM 23703Q203   347,490 9,000 SH   SOLE   9,000 0 0
DARLING INGREDIENTS COM 237266101   431,871 6,900 SH   SOLE   6,900 0 0
DATADOG COM 23804L103   12,693,450 172,700 SH   SOLE   172,700 0 0
DAVITA COM 23918K108   253,878 3,400 SH   SOLE   3,400 0 0
DAYFORCE COM 15677J108   378,485 5,900 SH   SOLE   5,900 0 0
DECKERS OUTDOOR COM 243537107   20,653,337 51,742 SH   SOLE   51,742 0 0
DEERE COM 244199105   41,256,145 96,222 SH   SOLE   96,222 0 0
DENTSPLY SIRONA COM 24906P109   308,848 9,700 SH   SOLE   9,700 0 0
DEXCOM COM 252131107   1,902,432 16,800 SH   SOLE   16,800 0 0
DIGITAL REALTY TRUST COM 253868103   1,173,159 11,700 SH   SOLE   11,700 0 0
DISCOVER FINANCIAL COM 254709108   1,164,177 11,900 SH   SOLE   11,900 0 0
DOCUSIGN COM 256163106   509,864 9,200 SH   SOLE   9,200 0 0
DOLLAR GENERAL COM 256677105   960,375 3,900 SH   SOLE   3,900 0 0
DOVER CORP COM 260003108   920,788 6,800 SH   SOLE   6,800 0 0
DOW COM 260557103   1,567,129 31,100 SH   SOLE   31,100 0 0
DR REDDY'S LAB COM 256135203   828,000 16,000 SH   SOLE   16,000 0 0
DROPBOX COM 26210C104   239,466 10,700 SH   SOLE   10,700 0 0
DUPONT DE NEMOURS COM 26614N102   1,495,791 21,795 SH   SOLE   21,795 0 0
DYNATRACE COM 268150109   199,160 5,200 SH   SOLE   5,200 0 0
EBAY COM 278642103   6,278,392 151,396 SH   SOLE   151,396 0 0
EDISON INTL COM 281020107   1,087,902 17,100 SH   SOLE   17,100 0 0
EDWARDS LIFESCIENSES COM 28176E108   1,981,269 26,555 SH   SOLE   26,555 0 0
ELECTRONIC ARTS COM 285512109   1,502,814 12,300 SH   SOLE   12,300 0 0
ELEVANCE HEALTH COM 036752103   5,334,888 10,400 SH   SOLE   10,400 0 0
ELI LILLY COM 532457108   5,888,561 16,096 SH   SOLE   16,096 0 0
ENPHASE ENERGY COM 29355A107   1,536,768 5,800 SH   SOLE   5,800 0 0
ENTEGRIS COM 29362U104   400,099 6,100 SH   SOLE   6,100 0 0
ENTERGY COM 29364G103   348,750 3,100 SH   SOLE   3,100 0 0
EQUIFAX COM 294429105   1,010,672 5,200 SH   SOLE   5,200 0 0
EQUINIX COM 29444U700   2,570,338 3,924 SH   SOLE   3,924 0 0
EQUITABLE HOLDINGS COM 29452E101   421,890 14,700 SH   SOLE   14,700 0 0
EQUITY RESIDENT COM 29476L107   855,500 14,500 SH   SOLE   14,500 0 0
ESTEE LAUDER COM 518439104   2,530,722 10,200 SH   SOLE   10,200 0 0
ETSY COM 29786A106   682,746 5,700 SH   SOLE   5,700 0 0
EXELON COM 30161N101   1,782,114 41,224 SH   SOLE   41,224 0 0
EXPEDITORS COM 302130109   727,440 7,000 SH   SOLE   7,000 0 0
FACTSET RESEARCH SYS COM 303075105   623,480 1,554 SH   SOLE   1,554 0 0
FAIR ISAAC COM 303250104   598,580 1,000 SH   SOLE   1,000 0 0
FASTENAL COM 311900104   1,183,000 25,000 SH   SOLE   25,000 0 0
FEDEX COM 31428X106   1,835,920 10,600 SH   SOLE   10,600 0 0
FIDELITY NAT INF COM 31620M106   1,838,735 27,100 SH   SOLE   27,100 0 0
FIFTH THIRD BAN COM 316773100   938,366 28,600 SH   SOLE   28,600 0 0
FIRST REPUBLIC BANK COM 33616C100   1,011,687 8,300 SH   SOLE   8,300 0 0
FIRST SOLAR COM 336433107   614,139 4,100 SH   SOLE   4,100 0 0
FIRSTENERGY COM 337932107   1,006,560 24,000 SH   SOLE   24,000 0 0
FISERV COM 337738108   28,470,813 281,694 SH   SOLE   281,694 0 0
FMC COM 302491303   611,520 4,900 SH   SOLE   4,900 0 0
FORTINET COM 34959E109   12,786,397 261,534 SH   SOLE   261,534 0 0
FORTUNE BRANDS INNOV COM 34964C106   296,972 5,200 SH   SOLE   5,200 0 0
FOX CORP A CL A COM 35137L105   455,550 15,000 SH   SOLE   15,000 0 0
FOX CORP B CL B COM 35137L204   230,445 8,100 SH   SOLE   8,100 0 0
FRANKLIN RES COM 354613101   306,008 11,600 SH   SOLE   11,600 0 0
FRESHPET COM 358039105   1,108,170 21,000 SH   SOLE   21,000 0 0
GARTNER COM 366651107   1,142,876 3,400 SH   SOLE   3,400 0 0
GEN DIGITAL COM 668771108   512,177 23,900 SH   SOLE   23,900 0 0
GENERAC HOLDINGS COM 368736104   322,112 3,200 SH   SOLE   3,200 0 0
GENERAL MILLS COM 370334104   2,188,485 26,100 SH   SOLE   26,100 0 0
GENUINE PARTS COM 372460105   989,007 5,700 SH   SOLE   5,700 0 0
GILEAD SCIENCES COM 375558103   4,575,805 53,300 SH   SOLE   53,300 0 0
GLOBAL PAYMENTS COM 37940X102   6,335,821 63,792 SH   SOLE   63,792 0 0
GODADDY A COM 380237107   493,812 6,600 SH   SOLE   6,600 0 0
GOLDMAN SACHS COM 38141G104   5,082,024 14,800 SH   SOLE   14,800 0 0
H WORLD GROUP COM 44332N106   1,060,500 25,000 SH   SOLE   25,000 0 0
HANCOCK WHITNEY COM 410120109   1,848,498 38,200 SH   SOLE   38,200 0 0
HARTFORD FIN SERV COM 416515104   1,023,705 13,500 SH   SOLE   13,500 0 0
HASBRO COM 418056107   347,208 5,691 SH   SOLE   5,691 0 0
HCA HEALTHCARE COM 40412C101   2,399,600 10,000 SH   SOLE   10,000 0 0
HEALTHPEAK PROP COM 42250P103   557,682 22,245 SH   SOLE   22,245 0 0
HENRY SCHEIN COM 806407102   487,207 6,100 SH   SOLE   6,100 0 0
HERSHEY COM 427866108   879,966 3,800 SH   SOLE   3,800 0 0
HILTON COM 43300A203   1,520,490 12,033 SH   SOLE   12,033 0 0
HOLOGIC COM 436440101   27,470,756 367,207 SH   SOLE   367,207 0 0
HOME DEPOT COM 437076102   13,803,082 43,700 SH   SOLE   43,700 0 0
HORMEL FOODS COM 440452100   519,270 11,400 SH   SOLE   11,400 0 0
HOSTESS BRANDS COM 44109J106   1,912,763 85,239 SH   SOLE   85,239 0 0
HP COM 40434L105   1,168,845 43,500 SH   SOLE   43,500 0 0
HP ENTERPRISE CO COM 42824C109   940,874 58,952 SH   SOLE   58,952 0 0
HUBBELL COM 443510607   539,764 2,300 SH   SOLE   2,300 0 0
HUBSPOT COM 443573100   636,086 2,200 SH   SOLE   2,200 0 0
HUMANA COM 444859102   2,800,655 5,468 SH   SOLE   5,468 0 0
HUNTINGTON BANC COM 446150104   898,170 63,700 SH   SOLE   63,700 0 0
IBM COM 459200101   5,466,532 38,800 SH   SOLE   38,800 0 0
ICICI BANK LTD ADR COM 45104G104   30,264,545 1,382,574 SH   SOLE   1,382,574 0 0
IDEX COM 45167R104   776,322 3,400 SH   SOLE   3,400 0 0
IDEXX LAB COM 45168D104   1,427,860 3,500 SH   SOLE   3,500 0 0
ILLINOIS TOOL COM 452308109   2,944,310 13,365 SH   SOLE   13,365 0 0
ILLUMINA COM 452327109   1,287,003 6,365 SH   SOLE   6,365 0 0
INFOSYS LTD-SP ADR COM 456788108   7,728,091 429,100 SH   SOLE   429,100 0 0
INGERSOLL RAND COM 45687V106   825,550 15,800 SH   SOLE   15,800 0 0
INSTALLED BUILDING P COM 45780R101   1,785,102 20,854 SH   SOLE   20,854 0 0
INSULET COM 45784P101   853,731 2,900 SH   SOLE   2,900 0 0
INTEL COM 458140100   4,662,252 176,400 SH   SOLE   176,400 0 0
INTERCONT EXCHANGE COM 45866F104   2,523,714 24,600 SH   SOLE   24,600 0 0
INTERNATIONAL PAPER COM 460146103   474,431 13,700 SH   SOLE   13,700 0 0
INTERPUBLIC GROUP COM 460690100   642,883 19,300 SH   SOLE   19,300 0 0
INTL FLAVORS & FRAGR COM 459506101   1,167,289 11,134 SH   SOLE   11,134 0 0
INTUIT COM 461202103   4,469,802 11,484 SH   SOLE   11,484 0 0
INTUITIVE SURGICAL COM 46120E602   4,518,380 17,028 SH   SOLE   17,028 0 0
IQVIA HOLDINGS COM 46266C105   1,700,792 8,301 SH   SOLE   8,301 0 0
IRON MOUNTAIN REIT COM 46284V101   595,857 11,953 SH   SOLE   11,953 0 0
JACK HENRY & ASSOC COM 426281101   459,967 2,620 SH   SOLE   2,620 0 0
JB HUNT TRANSPORT COM 445658107   685,235 3,930 SH   SOLE   3,930 0 0
JM SMUCKER COM 832696405   823,992 5,200 SH   SOLE   5,200 0 0
JP MORGAN CHASE COM 46625H100   60,778,277 453,231 SH   SOLE   453,231 0 0
JUNIPER NETWORKS COM 48203R104   457,028 14,300 SH   SOLE   14,300 0 0
KE HOLDINGS COM 482497104   1,248,024 89,400 SH   SOLE   89,400 0 0
KELLANOVA COM 487836108   776,516 10,900 SH   SOLE   10,900 0 0
KEURIG DR PEPPER COM 49271V100   1,208,874 33,900 SH   SOLE   33,900 0 0
KEYCORP COM 493267108   283,946 16,300 SH   SOLE   16,300 0 0
KEYSIGHT TECH COM 49338L103   1,334,346 7,800 SH   SOLE   7,800 0 0
KIMBERLY CLARKE COM 494368103   1,938,782 14,282 SH   SOLE   14,282 0 0
KIMCO REALTY COM 49446R109   614,220 29,000 SH   SOLE   29,000 0 0
KLA CORPORATION COM 482480100   23,656,370 62,744 SH   SOLE   62,744 0 0
KNIGHT SWIFT TRANSP COM 499049104   125,784 2,400 SH   SOLE   2,400 0 0
KORN FERRY COM 500643200   2,142,340 42,322 SH   SOLE   42,322 0 0
KRAFT HEINZ COM 500754106   1,319,004 32,400 SH   SOLE   32,400 0 0
LABORATORY CORP OF A COM 50540R409   894,824 3,800 SH   SOLE   3,800 0 0
LAM RESEARCH COM 512807108   2,458,755 5,850 SH   SOLE   5,850 0 0
LAMB WESTON HOLDINGS COM 513272104   545,096 6,100 SH   SOLE   6,100 0 0
LANTHEUS HOLDINGS COM 516544103   1,665,577 32,684 SH   SOLE   32,684 0 0
LEAR COM 521865204   297,648 2,400 SH   SOLE   2,400 0 0
LENNOX INTL COM 526107107   310,999 1,300 SH   SOLE   1,300 0 0
LIVENT CORP COM 53814L108   1,339,298 67,403 SH   SOLE   67,403 0 0
LKQ COM 501889208   570,632 10,684 SH   SOLE   10,684 0 0
LOEWS CORP COM 540424108   542,469 9,300 SH   SOLE   9,300 0 0
LOWE'S COMPANIES COM 548661107   32,858,262 164,918 SH   SOLE   164,918 0 0
LPL FINANCIAL HLDS COM 50212V100   799,829 3,700 SH   SOLE   3,700 0 0
LULULEMON ATHLETICA COM 550021109   1,585,881 4,950 SH   SOLE   4,950 0 0
LUMEN TECHNOLOGIES COM 550241103   216,108 41,400 SH   SOLE   41,400 0 0
MARKETAXESS HOLDINGS COM 57060D108   446,224 1,600 SH   SOLE   1,600 0 0
MARRIOTT INTL COM 571903202   1,816,458 12,200 SH   SOLE   12,200 0 0
MARSH & MCLENNAN COM 571748102   3,479,052 21,024 SH   SOLE   21,024 0 0
MARTIN MARIETTA MATE COM 573284106   980,113 2,900 SH   SOLE   2,900 0 0
MARVELL TECH. COM 573874104   1,355,664 36,600 SH   SOLE   36,600 0 0
MASCO COM 574599106   406,029 8,700 SH   SOLE   8,700 0 0
MASIMO CORP COM 574795100   5,860,743 39,613 SH   SOLE   39,613 0 0
MASTERCARD COM 57636Q104   19,505,567 56,094 SH   SOLE   56,094 0 0
MCCORMICK COM 579780206   920,079 11,100 SH   SOLE   11,100 0 0
MCKESSON COM 58155Q103   2,250,720 6,000 SH   SOLE   6,000 0 0
MEDICAL PROPERTIES T COM 58463J304   339,770 30,500 SH   SOLE   30,500 0 0
MERCADOLIBRE COM 58733R102   1,692,480 2,000 SH   SOLE   2,000 0 0
MERCK USD COM 58933Y105   60,676,780 546,884 SH   SOLE   546,884 0 0
METLIFE COM 59156R108   31,563,235 436,137 SH   SOLE   436,137 0 0
METTLER-TOLEDO COM 592688105   1,445,450 1,000 SH   SOLE   1,000 0 0
MICROCHIP TECHNOLOGY COM 595017104   1,693,025 24,100 SH   SOLE   24,100 0 0
MICRON TECH COM 595112103   2,414,034 48,300 SH   SOLE   48,300 0 0
MICROSOFT COM 594918104   163,199,908 680,510 SH   SOLE   680,510 0 0
MOLINA HEALTHCARE COM 60855R100   858,572 2,600 SH   SOLE   2,600 0 0
MONDELEZ INTL COM 609207105   38,812,828 582,338 SH   SOLE   582,338 0 0
MONGODB COM 60937P106   570,836 2,900 SH   SOLE   2,900 0 0
MONOLITHIC POWER SYS COM 609839105   424,332 1,200 SH   SOLE   1,200 0 0
MOODYS COM 615369105   1,978,202 7,100 SH   SOLE   7,100 0 0
MORGAN STANLEY COM 617446448   18,631,793 219,146 SH   SOLE   219,146 0 0
MOSAIC COM 61945C103   671,211 15,300 SH   SOLE   15,300 0 0
MOTOROLA SOLUTIONS COM 620076307   1,785,415 6,928 SH   SOLE   6,928 0 0
MSCI INC COM 55354G100   1,587,160 3,412 SH   SOLE   3,412 0 0
NASDAQ OMX GROUP COM 631103108   854,115 13,922 SH   SOLE   13,922 0 0
NETAPP COM 64110D104   342,342 5,700 SH   SOLE   5,700 0 0
NETFLIX COM 64110L106   2,211,600 7,500 SH   SOLE   7,500 0 0
NEWELL BRANDS COM 651229106   257,715 19,703 SH   SOLE   19,703 0 0
NEWMONT COM 651639106   1,635,102 34,642 SH   SOLE   34,642 0 0
NIO COM 62914V106   1,826,175 187,300 SH   SOLE   187,300 0 0
NORFOLK SOUTHERN COM 655844108   2,513,484 10,200 SH   SOLE   10,200 0 0
NORTHERN TRUST COM 665859104   761,014 8,600 SH   SOLE   8,600 0 0
NUCOR COM 670346105   1,436,729 10,900 SH   SOLE   10,900 0 0
NVIDIA COM 67066G104   19,528,834 133,631 SH   SOLE   133,631 0 0
NVR COM 62944T105   645,761 140 SH   SOLE   140 0 0
OKTA INC COM 679295105   430,479 6,300 SH   SOLE   6,300 0 0
OLD DOMINION FREIGHT COM 679580100   397,292 1,400 SH   SOLE   1,400 0 0
OMNICOM GROUP COM 681919106   709,659 8,700 SH   SOLE   8,700 0 0
ON SEMICONDUCTOR COM 682189105   1,241,163 19,900 SH   SOLE   19,900 0 0
OTIS WORLDWIDE COM 68902V107   1,409,580 18,000 SH   SOLE   18,000 0 0
OWENS CORNING COM 690742101   426,500 5,000 SH   SOLE   5,000 0 0
PACCAR COM 693718108   593,820 6,000 SH   SOLE   6,000 0 0
PACKAGING CORP OF AM COM 695156109   524,431 4,100 SH   SOLE   4,100 0 0
PALOMAR HOLDINGS COM 69753M105   582,564 12,900 SH   SOLE   12,900 0 0
PARAMOUNT GLOBAL COM 92556H206   419,114 24,829 SH   SOLE   24,829 0 0
PAYCHEX COM 704326107   1,640,952 14,200 SH   SOLE   14,200 0 0
PAYCOM SOFTWARE COM 70432V102   620,620 2,000 SH   SOLE   2,000 0 0
PAYLOCITY HOLDING COM 70438V106   349,668 1,800 SH   SOLE   1,800 0 0
PAYPAL COM 70450Y103   29,449,897 413,506 SH   SOLE   413,506 0 0
PENNYMAC FINANCIAL COM 70932M107   2,106,619 37,180 SH   SOLE   37,180 0 0
PEPSICO COM 713448108   10,622,808 58,800 SH   SOLE   58,800 0 0
PGT INNOVATIONS COM 69336V101   1,730,320 96,343 SH   SOLE   96,343 0 0
PLUG POWER COM 72919P202   277,088 22,400 SH   SOLE   22,400 0 0
PNC FINANCIAL SERV COM 693475105   2,779,902 17,601 SH   SOLE   17,601 0 0
POOL COM 73278L105   513,961 1,700 SH   SOLE   1,700 0 0
PRINCIPAL FIN GROUP COM 74251V102   897,944 10,700 SH   SOLE   10,700 0 0
PROCTER COM 742718109   15,604,011 102,956 SH   SOLE   102,956 0 0
PROGRESSIVE COM 743315103   3,307,605 25,500 SH   SOLE   25,500 0 0
PROLOGIS COM 74340W103   27,493,720 243,890 SH   SOLE   243,890 0 0
PRUDENTIAL FINL COM 744320102   1,583,702 15,923 SH   SOLE   15,923 0 0
PTC COM 69370C100   564,188 4,700 SH   SOLE   4,700 0 0
PUBLIC STORAGE COM 74460D109   1,933,311 6,900 SH   SOLE   6,900 0 0
PULTEGROUP COM 745867101   478,065 10,500 SH   SOLE   10,500 0 0
QORVO COM 74736K101   435,072 4,800 SH   SOLE   4,800 0 0
QUALCOMM COM 747525103   5,266,126 47,900 SH   SOLE   47,900 0 0
QUANTA SERVICES COM 74762E102   940,500 6,600 SH   SOLE   6,600 0 0
QUEST DIAGNOSTICS COM 74834L100   766,556 4,900 SH   SOLE   4,900 0 0
REALTY INCOME COM 756109104   1,674,552 26,400 SH   SOLE   26,400 0 0
REGENCY CENTERS COM 758849103   442,375 7,078 SH   SOLE   7,078 0 0
REGENERON PHARMA COM 75886F107   5,576,396 7,729 SH   SOLE   7,729 0 0
REGIONS FIN COM 7591EP100   866,712 40,200 SH   SOLE   40,200 0 0
REPLIGEN COM 759916109   389,413 2,300 SH   SOLE   2,300 0 0
REPUBLIC SERV COM 760759100   1,212,506 9,400 SH   SOLE   9,400 0 0
RESMED COM 761152107   1,352,845 6,500 SH   SOLE   6,500 0 0
REVVITY COM 714046109   757,188 5,400 SH   SOLE   5,400 0 0
RIVIAN AUTOMOTIVE COM 76954A103   232,218 12,600 SH   SOLE   12,600 0 0
ROBERT HALF COM 770323103   341,907 4,631 SH   SOLE   4,631 0 0
ROBLOX CORP COM 771049103   443,976 15,600 SH   SOLE   15,600 0 0
ROCKWELL AUTOM COM 773903109   1,262,093 4,900 SH   SOLE   4,900 0 0
ROKU COM 77543R102   236,060 5,800 SH   SOLE   5,800 0 0
ROLLINS COM 775711104   20,255,255 554,331 SH   SOLE   554,331 0 0
ROPER TECHNOLOGIES COM 776696106   1,987,614 4,600 SH   SOLE   4,600 0 0
S&P GLOBAL COM 78409V104   4,856,630 14,500 SH   SOLE   14,500 0 0
SALESFORCE COM 79466L302   5,641,705 42,550 SH   SOLE   42,550 0 0
SBA COMMUNICATIONS COM 78410G104   1,289,426 4,600 SH   SOLE   4,600 0 0
SCHNITZER STEEL IND COM 806882106   1,535,565 50,100 SH   SOLE   50,100 0 0
SEALED AIR COM 81211K100   281,972 5,653 SH   SOLE   5,653 0 0
SERVICENOW COM 81762P102   3,377,949 8,700 SH   SOLE   8,700 0 0
SHERWIN WILLIAMS COM 824348106   2,468,232 10,400 SH   SOLE   10,400 0 0
SIGNATURE BANK COM 82669G104   4,623,779 40,130 SH   SOLE   40,130 0 0
SIMON PROPERTY GROUP COM 828806109   1,656,468 14,100 SH   SOLE   14,100 0 0
SIRIUS XM HOLDINGS COM 82968B103   178,885 30,631 SH   SOLE   30,631 0 0
SJW GROUP COM 784305104   1,786,180 22,000 SH   SOLE   22,000 0 0
SKYWORKS COM 83088M102   647,023 7,100 SH   SOLE   7,100 0 0
SNAP COM 83304A106   440,340 49,200 SH   SOLE   49,200 0 0
SNAP-ON INC COM 833034101   639,772 2,800 SH   SOLE   2,800 0 0
SOLAREDGE TECH COM 83417M104   18,498,664 65,304 SH   SOLE   65,304 0 0
SPLUNK COM 848637104   602,630 7,000 SH   SOLE   7,000 0 0
STANLEY BLACK&DECKER COM 854502101   473,256 6,300 SH   SOLE   6,300 0 0
STARBUCKS COM 855244109   4,831,040 48,700 SH   SOLE   48,700 0 0
STATE STREET COM 857477103   1,248,024 16,089 SH   SOLE   16,089 0 0
STEEL DYNAMICS COM 858119100   742,520 7,600 SH   SOLE   7,600 0 0
STEM COM 85859N102   2,779,446 310,900 SH   SOLE   310,900 0 0
STRYKER COM 863667101   3,618,452 14,800 SH   SOLE   14,800 0 0
SUN COMMUNITIES INC COM 866674104   757,900 5,300 SH   SOLE   5,300 0 0
SVB FINANCIAL COM 78486Q101   12,318,704 53,527 SH   SOLE   53,527 0 0
SYNCHRONY FINANCIAL COM 87165B103   644,056 19,600 SH   SOLE   19,600 0 0
SYNOPS COM 871607107   2,075,385 6,500 SH   SOLE   6,500 0 0
SYSCO COM 871829107   1,704,835 22,300 SH   SOLE   22,300 0 0
T ROWE PRICE GP COM 74144T108   1,054,937 9,673 SH   SOLE   9,673 0 0
TARGET COM 87612E106   2,936,088 19,700 SH   SOLE   19,700 0 0
TELEFLEX COM 879369106   599,112 2,400 SH   SOLE   2,400 0 0
TERADYNE COM 880770102   349,400 4,000 SH   SOLE   4,000 0 0
TERRENO REALTY COM 88146M101   1,762,970 31,000 SH   SOLE   31,000 0 0
TESLA COM 88160R101   14,153,382 114,900 SH   SOLE   114,900 0 0
TEXAS INSTRUMENT COM 882508104   6,509,668 39,400 SH   SOLE   39,400 0 0
THERMO FISCHER SCIEN COM 883556102   32,359,646 58,762 SH   SOLE   58,762 0 0
TJX COM 872540109   3,995,920 50,200 SH   SOLE   50,200 0 0
T-MOBILE COM 872590104   3,710,000 26,500 SH   SOLE   26,500 0 0
TRACTOR SUPPLY COM 892356106   1,124,850 5,000 SH   SOLE   5,000 0 0
TRANSUNION COM 89400J107   419,950 7,400 SH   SOLE   7,400 0 0
TRAVELERS COMPANIES COM 89417E109   1,948,396 10,392 SH   SOLE   10,392 0 0
TRIMBLE COM 896239100   484,264 9,578 SH   SOLE   9,578 0 0
TRIP.COM GROUP LTD COM 89677Q107   2,559,360 74,400 SH   SOLE   74,400 0 0
TRUIST FINANCIAL COM 89832Q109   2,457,013 57,100 SH   SOLE   57,100 0 0
TWILIO COM 90138F102   401,472 8,200 SH   SOLE   8,200 0 0
UBER TECHNOLOGIES COM 90353T100   645,453 26,100 SH   SOLE   26,100 0 0
ULTA BEAUTY COM 90384S303   985,047 2,100 SH   SOLE   2,100 0 0
ULTRAGENYX PHARMACE COM 90400D108   3,938,050 85,000 SH   SOLE   85,000 0 0
UNION PACIFIC COM 907818108   2,215,649 10,700 SH   SOLE   10,700 0 0
UNITED PARCEL B COM 911312106   5,460,488 31,411 SH   SOLE   31,411 0 0
UNITED RENTALS COM 911363109   959,634 2,700 SH   SOLE   2,700 0 0
UNITEDHEALTH GRP COM 91324P102   53,956,419 101,770 SH   SOLE   101,770 0 0
US BANCORP COM 902973304   2,616,600 60,000 SH   SOLE   60,000 0 0
VAIL RESORTS COM 91879Q109   405,195 1,700 SH   SOLE   1,700 0 0
VEEVA SYSTEMS COM 922475108   968,280 6,000 SH   SOLE   6,000 0 0
VENTAS COM 92276F100   769,905 17,090 SH   SOLE   17,090 0 0
VERINT SYSTEMS COM 92343X100   6,845,601 188,688 SH   SOLE   188,688 0 0
VERISIGN COM 92343E102   760,128 3,700 SH   SOLE   3,700 0 0
VERISK ANALYTICS COM 92345Y106   1,141,967 6,473 SH   SOLE   6,473 0 0
VERIZON COMM COM 92343V104   33,974,108 862,287 SH   SOLE   862,287 0 0
VF COM 918204108   379,306 13,738 SH   SOLE   13,738 0 0
VIPSHOP ADR COM 92763W103   842,952 61,800 SH   SOLE   61,800 0 0
VISA A COM 92826C839   57,027,004 274,485 SH   SOLE   274,485 0 0
VMWARE A COM 928563402   1,065,680 8,681 SH   SOLE   8,681 0 0
WALGREEN BOOTS COM 931427108   1,133,502 30,340 SH   SOLE   30,340 0 0
WALT DISNEY COM 254687106   6,863,520 79,000 SH   SOLE   79,000 0 0
WARNER BROS DISC COM 934423104   846,943 89,340 SH   SOLE   89,340 0 0
WARNER MUSIC COM 934550203   35,216,112 1,005,600 SH   SOLE   1,005,600 0 0
WASTE MANAGEMENT COM 94106L109   2,835,920 18,077 SH   SOLE   18,077 0 0
WATERS COM 941848103   878,375 2,564 SH   SOLE   2,564 0 0
WATTS WATER TECHN COM 942749102   2,617,517 17,900 SH   SOLE   17,900 0 0
WEBSTER FINANCIAL COM 947890109   151,488 3,200 SH   SOLE   3,200 0 0
WELLTOWER COM 95040Q104   1,304,707 19,904 SH   SOLE   19,904 0 0
WEST PHARMACEUTICAL COM 955306105   785,834 3,339 SH   SOLE   3,339 0 0
WESTERN UNION COM 959802109   251,991 18,300 SH   SOLE   18,300 0 0
WESTROCK COM 96145D105   457,643 13,016 SH   SOLE   13,016 0 0
WEYERHAEUSER CO COM 962166104   1,016,800 32,800 SH   SOLE   32,800 0 0
WHIRLPOOL COM 963320106   311,212 2,200 SH   SOLE   2,200 0 0
WIPRO COM 97651M109   887,730 190,500 SH   SOLE   190,500 0 0
WOLFSPEED COM 977852102   365,912 5,300 SH   SOLE   5,300 0 0
WORKDAY A COM 98138H101   1,453,930 8,689 SH   SOLE   8,689 0 0
WP CAREY COM 92936U109   703,350 9,000 SH   SOLE   9,000 0 0
WW GRAINGER COM 384802104   1,084,688 1,950 SH   SOLE   1,950 0 0
XYLEM COM 98419M100   851,389 7,700 SH   SOLE   7,700 0 0
YUM BRANDS COM 988498101   1,511,344 11,800 SH   SOLE   11,800 0 0
YUM CHINA HLDS COM 98850P109   3,115,050 57,000 SH   SOLE   57,000 0 0
ZAI LAB COM 98887Q104   396,030 12,900 SH   SOLE   12,900 0 0
ZIMMER BIOMET HLDS COM 98956P102   1,096,500 8,600 SH   SOLE   8,600 0 0
ZOETIS COM 98978V103   2,887,035 19,700 SH   SOLE   19,700 0 0
ZOOMINFO TECH COM 98980F104   349,276 11,600 SH   SOLE   11,600 0 0
ZSCALER COM 98980G102   167,850 1,500 SH   SOLE   1,500 0 0
ZTO EXPRESS CAY ADR COM 98980A105   1,590,704 59,200 SH   SOLE   59,200 0 0