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   679,258 4,666 SH   SOLE   0 0 4,666
3M CO COM 88579Y101   3,692,637 21,050 SH   SOLE   0 0 21,050
AAON INC COM PAR $0.004 000360206   2,107,522 32,255 SH   SOLE   0 0 32,255
ABB LTD SPONSORED ADR 000375204   3,188,206 95,570 SH   SOLE   0 0 95,570
ABBOTT LABS COM 002824100   4,038,534 34,187 SH   SOLE   0 0 34,187
ABIOMED INC COM 003654100   2,095,359 6,437 SH   SOLE   0 0 6,437
ADOBE SYSTEMS INCORPORATED COM 00724F101   3,886,090 6,750 SH   SOLE   0 0 6,750
ADVANCE AUTO PARTS INC COM 00751Y106   410,314 1,964 SH   SOLE   0 0 1,964
ADVANCED MICRO DEVICES INC COM 007903107   1,196,065 11,624 SH   SOLE   0 0 11,624
AGILENT TECHNOLOGIES INC COM 00846U101   3,306,143 20,987 SH   SOLE   0 0 20,987
AGREE RLTY CORP COM 008492100   727,226 10,980 SH   SOLE   0 0 10,980
AIR PRODS & CHEMS INC COM 009158106   4,505,021 17,590 SH   SOLE   0 0 17,590
ALBEMARLE CORP COM 012653101   3,927,875 17,938 SH   SOLE   0 0 17,938
ALEXANDRIA REAL ESTATE EQ IN COM 015271109   1,055,521 5,524 SH   SOLE   0 0 5,524
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   448,074 3,027 SH   SOLE   0 0 3,027
ALPHABET INC CAP STK CL A 02079K305   11,620,203 4,346 SH   SOLE   0 0 4,346
AMBARELLA INC SHS G037AX101   627,378 4,028 SH   SOLE   0 0 4,028
AMDOCS LTD SHS G02602103   301,299 3,980 SH   SOLE   0 0 3,980
AMERICAN HOMES 4 RENT CL A 02665T306   607,498 15,936 SH   SOLE   0 0 15,936
AMERICAN TOWER CORP NEW COM 03027X100   2,276,148 8,576 SH   SOLE   0 0 8,576
AMERICOLD RLTY TR COM 03064D108   269,200 9,267 SH   SOLE   0 0 9,267
AMGEN INC COM 031162100   2,825,704 13,288 SH   SOLE   0 0 13,288
AMN HEALTHCARE SVCS INC COM 001744101   1,441,209 12,560 SH   SOLE   0 0 12,560
AMPHENOL CORP NEW CL A 032095101   2,949,398 40,276 SH   SOLE   0 0 40,276
ANSYS INC COM 03662Q105   1,104,848 3,245 SH   SOLE   0 0 3,245
APPLE INC COM 037833100   23,000,965 162,551 SH   SOLE   0 0 162,551
APPLIED MATLS INC COM 038222105   4,403,618 34,208 SH   SOLE   0 0 34,208
APTIV PLC SHS G6095L109   1,900,421 12,757 SH   SOLE   0 0 12,757
ARCHER DANIELS MIDLAND CO COM 039483102   1,641,689 27,357 SH   SOLE   0 0 27,357
ARISTA NETWORKS INC COM 040413106   4,508,685 13,120 SH   SOLE   0 0 13,120
ASML HOLDING N V N Y REGISTRY SHS N07059210   1,697,510 2,278 SH   SOLE   0 0 2,278
ASPEN TECHNOLOGY INC COM 045327103   1,697,541 13,824 SH   SOLE   0 0 13,824
ASTRAZENECA PLC SPONSORED ADR 046353108   1,517,542 25,267 SH   SOLE   0 0 25,267
ATLASSIAN CORP PLC CL A G06242104   4,959,571 12,671 SH   SOLE   0 0 12,671
AUTOHOME INC SP ADS RP CL A 05278C107   2,183,040 46,517 SH   SOLE   0 0 46,517
AUTOMATIC DATA PROCESSING IN COM 053015103   2,328,556 11,647 SH   SOLE   0 0 11,647
AUTOZONE INC COM 053332102   2,414,786 1,422 SH   SOLE   0 0 1,422
AVALARA INC COM 05338G106   2,983,381 17,070 SH   SOLE   0 0 17,070
AVALONBAY CMNTYS INC COM 053484101   1,276,382 5,759 SH   SOLE   0 0 5,759
AVANOS MED INC COM 05350V106   617,540 19,793 SH   SOLE   0 0 19,793
AYRO INC COM 054748108   81,567 23,920 SH   SOLE   0 0 23,920
BALCHEM CORP COM 057665200   1,139,244 7,853 SH   SOLE   0 0 7,853
BALL CORP COM 058498106   1,622,794 18,037 SH   SOLE   0 0 18,037
BECTON DICKINSON & CO COM 075887109   2,219,222 9,028 SH   SOLE   0 0 9,028
BEST BUY INC COM 086516101   2,808,797 26,571 SH   SOLE   0 0 26,571
BILL COM HLDGS INC COM 090043100   6,544,653 24,516 SH   SOLE   0 0 24,516
BIO-TECHNE CORP COM 09073M104   3,119,791 6,438 SH   SOLE   0 0 6,438
BLACK KNIGHT INC COM 09215C105   1,030,302 14,310 SH   SOLE   0 0 14,310
BLACKBAUD INC COM 09227Q100   629,910 8,954 SH   SOLE   0 0 8,954
BLACKLINE INC COM 09239B109   4,619,754 39,131 SH   SOLE   0 0 39,131
BOOKING HOLDINGS INC COM 09857L108   1,476,926 622 SH   SOLE   0 0 622
BOOT BARN HLDGS INC COM 099406100   1,014,306 11,413 SH   SOLE   0 0 11,413
BORGWARNER INC COM 099724106   1,505,537 34,842 SH   SOLE   0 0 34,842
BOTTOMLINE TECH DEL INC COM 101388106   838,962 21,359 SH   SOLE   0 0 21,359
BRIGHT HORIZONS FAM SOL IN D COM 109194100   688,322 4,937 SH   SOLE   0 0 4,937
BRISTOL-MYERS SQUIBB CO COM 110122108   2,272,103 38,400 SH   SOLE   0 0 38,400
BROADCOM INC COM 11135F101   2,565,761 5,291 SH   SOLE   0 0 5,291
BROOKS AUTOMATION INC NEW COM 114340102   2,390,990 23,361 SH   SOLE   0 0 23,361
CABLE ONE INC COM 12685J105   979,189 540 SH   SOLE   0 0 540
CADENCE DESIGN SYSTEM INC COM 127387108   4,480,692 29,587 SH   SOLE   0 0 29,587
CAMBIUM NETWORKS CORP SHS G17766109   454,389 12,556 SH   SOLE   0 0 12,556
CAMDEN PPTY TR SH BEN INT 133131102   626,902 4,251 SH   SOLE   0 0 4,251
CANADA GOOSE HLDGS INC SHS SUB VTG 135086106   1,001,085 28,065 SH   SOLE   0 0 28,065
CANADIAN PAC RY LTD COM 13645T100   2,224,820 34,191 SH   SOLE   0 0 34,191
CBAK ENERGY TECHNOLOGY INC COM 14986C102   166,481 71,451 SH   SOLE   0 0 71,451
CBRE GROUP INC CL A 12504L109   1,044,722 10,731 SH   SOLE   0 0 10,731
CERNER CORP COM 156782104   2,419,313 34,307 SH   SOLE   0 0 34,307
CHARLES RIV LABS INTL INC COM 159864107   2,192,712 5,313 SH   SOLE   0 0 5,313
CHEVRON CORP NEW COM 166764100   5,806,556 57,236 SH   SOLE   0 0 57,236
CHIPOTLE MEXICAN GRILL INC COM 169656105   4,060,647 2,234 SH   SOLE   0 0 2,234
CINTAS CORP COM 172908105   3,642,841 9,570 SH   SOLE   0 0 9,570
CISCO SYS INC COM 17275R102   1,317,374 24,203 SH   SOLE   0 0 24,203
CLARIVATE PLC ORD SHS G21810109   686,750 31,358 SH   SOLE   0 0 31,358
CLOROX CO DEL COM 189054109   1,953,899 11,798 SH   SOLE   0 0 11,798
COCA COLA CO COM 191216100   2,113,980 40,289 SH   SOLE   0 0 40,289
COCA COLA CONS INC COM 191098102   1,324,060 3,359 SH   SOLE   0 0 3,359
COGNEX CORP COM 192422103   580,194 7,233 SH   SOLE   0 0 7,233
COLGATE PALMOLIVE CO COM 194162103   1,964,816 25,997 SH   SOLE   0 0 25,997
COMFORT SYS USA INC COM 199908104   828,647 11,619 SH   SOLE   0 0 11,619
CONOCOPHILLIPS COM 20825C104   1,809,990 26,708 SH   SOLE   0 0 26,708
COPART INC COM 217204106   1,879,957 13,552 SH   SOLE   0 0 13,552
CORESITE RLTY CORP COM 21870Q105   1,361,822 9,830 SH   SOLE   0 0 9,830
CORNING INC COM 219350105   1,999,492 54,796 SH   SOLE   0 0 54,796
CORTEVA INC COM 22052L104   2,137,969 50,807 SH   SOLE   0 0 50,807
COSTAR GROUP INC COM 22160N109   4,735,031 55,020 SH   SOLE   0 0 55,020
COUPA SOFTWARE INC COM 22266L106   245,518 1,120 SH   SOLE   0 0 1,120
CRISPR THERAPEUTICS AG NAMEN AKT H17182108   319,735 2,857 SH   SOLE   0 0 2,857
CROWDSTRIKE HLDGS INC CL A 22788C105   2,017,161 8,207 SH   SOLE   0 0 8,207
CROWN CASTLE INTL CORP NEW COM 22822V101   2,907,060 16,773 SH   SOLE   0 0 16,773
CSW INDUSTRIALS INC COM 126402106   848,251 6,643 SH   SOLE   0 0 6,643
CTS CORP COM 126501105   594,131 19,221 SH   SOLE   0 0 19,221
CUBESMART COM 229663109   273,250 5,640 SH   SOLE   0 0 5,640
CUMMINS INC COM 231021106   2,187,867 9,743 SH   SOLE   0 0 9,743
CYRUSONE INC COM 23283R100   521,211 6,733 SH   SOLE   0 0 6,733
DANAHER CORPORATION COM 235851102   1,868,072 6,136 SH   SOLE   0 0 6,136
DEXCOM INC COM 252131107   5,281,588 9,658 SH   SOLE   0 0 9,658
DIGITAL RLTY TR INC COM 253868103   1,560,321 10,802 SH   SOLE   0 0 10,802
DIODES INC COM 254543101   973,625 10,748 SH   SOLE   0 0 10,748
DOCUSIGN INC COM 256163106   4,416,556 17,156 SH   SOLE   0 0 17,156
DOLLAR GEN CORP NEW COM 256677105   1,182,027 5,572 SH   SOLE   0 0 5,572
DORMAN PRODS INC COM 258278100   1,040,078 10,986 SH   SOLE   0 0 10,986
DOVER CORP COM 260003108   2,980,842 19,169 SH   SOLE   0 0 19,169
DUCK CREEK TECHNOLOGIES INC SHS 264120106   2,545,114 57,530 SH   SOLE   0 0 57,530
DUKE REALTY CORP COM NEW 264411505   1,123,204 23,464 SH   SOLE   0 0 23,464
DUPONT DE NEMOURS INC COM 26614N102   745,951 10,971 SH   SOLE   0 0 10,971
EATON CORP PLC SHS G29183103   728,205 4,877 SH   SOLE   0 0 4,877
ECOLAB INC COM 278865100   2,845,130 13,638 SH   SOLE   0 0 13,638
EDWARDS LIFESCIENCES CORP COM 28176E108   4,701,461 41,529 SH   SOLE   0 0 41,529
ELECTRONIC ARTS INC COM 285512109   2,991,867 21,032 SH   SOLE   0 0 21,032
EMERSON ELEC CO COM 291011104   2,349,672 24,943 SH   SOLE   0 0 24,943
ENVISTA HOLDINGS CORPORATION COM 29415F104   1,179,255 28,205 SH   SOLE   0 0 28,205
EOG RES INC COM 26875P101   1,530,940 19,072 SH   SOLE   0 0 19,072
EPAM SYS INC COM 29414B104   932,861 1,635 SH   SOLE   0 0 1,635
EQUINIX INC COM 29444U700   1,426,124 1,805 SH   SOLE   0 0 1,805
EQUITY LIFESTYLE PPTYS INC COM 29472R108   708,426 9,071 SH   SOLE   0 0 9,071
EQUITY RESIDENTIAL SH BEN INT 29476L107   1,295,095 16,005 SH   SOLE   0 0 16,005
ESSEX PPTY TR INC COM 297178105   912,678 2,854 SH   SOLE   0 0 2,854
ETSY INC COM 29786A106   2,011,131 9,671 SH   SOLE   0 0 9,671
EXACT SCIENCES CORP COM 30063P105   1,647,438 17,260 SH   SOLE   0 0 17,260
EXPEDITORS INTL WASH INC COM 302130109   4,704,101 39,487 SH   SOLE   0 0 39,487
EXTRA SPACE STORAGE INC COM 30225T102   762,981 4,542 SH   SOLE   0 0 4,542
EXXON MOBIL CORP COM 30231G102   2,471,112 42,011 SH   SOLE   0 0 42,011
FACEBOOK INC CL A 30303M102   12,409,583 36,564 SH   SOLE   0 0 36,564
FACTSET RESH SYS INC COM 303075105   3,347,280 8,479 SH   SOLE   0 0 8,479
FASTENAL CO COM 311900104   3,163,381 61,294 SH   SOLE   0 0 61,294
FIVE BELOW INC COM 33829M101   1,190,926 6,736 SH   SOLE   0 0 6,736
FIVE9 INC COM 338307101   2,188,463 13,700 SH   SOLE   0 0 13,700
FMC CORP COM NEW 302491303   3,158,980 34,502 SH   SOLE   0 0 34,502
FORWARD AIR CORP COM 349853101   1,123,400 13,532 SH   SOLE   0 0 13,532
FOX FACTORY HLDG CORP COM 35138V102   5,168,540 35,759 SH   SOLE   0 0 35,759
FRANKLIN ELEC INC COM 353514102   1,125,722 14,098 SH   SOLE   0 0 14,098
GARMIN LTD SHS H2906T109   2,760,227 17,755 SH   SOLE   0 0 17,755
GARTNER INC COM 366651107   1,977,057 6,506 SH   SOLE   0 0 6,506
GENMAB A/S SPONSORED ADS 372303206   2,066,129 47,280 SH   SOLE   0 0 47,280
GENTEX CORP COM 371901109   2,682,887 81,349 SH   SOLE   0 0 81,349
GENUINE PARTS CO COM 372460105   3,874,145 31,957 SH   SOLE   0 0 31,957
GRAINGER W W INC COM 384802104   3,163,544 8,049 SH   SOLE   0 0 8,049
GUARDANT HEALTH INC COM 40131M109   653,071 5,224 SH   SOLE   0 0 5,224
GUIDEWIRE SOFTWARE INC COM 40171V100   2,306,422 19,403 SH   SOLE   0 0 19,403
HEALTHPEAK PROPERTIES INC COM 42250P103   418,124 12,489 SH   SOLE   0 0 12,489
HEICO CORP NEW CL A 422806208   2,964,711 25,033 SH   SOLE   0 0 25,033
HELEN OF TROY LTD COM G4388N106   2,185,077 9,725 SH   SOLE   0 0 9,725
HERSHEY CO COM 427866108   994,679 5,877 SH   SOLE   0 0 5,877
HOLOGIC INC COM 436440101   2,086,672 28,271 SH   SOLE   0 0 28,271
HORIZON THERAPEUTICS PUB L SHS G46188101   1,825,773 16,668 SH   SOLE   0 0 16,668
HP INC COM 40434L105   1,070,407 39,123 SH   SOLE   0 0 39,123
HUBSPOT INC COM 443573100   227,893 337 SH   SOLE   0 0 337
HUNT J B TRANS SVCS INC COM 445658107   1,684,619 10,074 SH   SOLE   0 0 10,074
IDEX CORP COM 45167R104   1,337,995 6,465 SH   SOLE   0 0 6,465
IDEXX LABS INC COM 45168D104   311,564 501 SH   SOLE   0 0 501
IHS MARKIT LTD SHS G47567105   1,499,584 12,859 SH   SOLE   0 0 12,859
II-VI INC COM 902104108   2,219,282 37,387 SH   SOLE   0 0 37,387
ILLINOIS TOOL WKS INC COM 452308109   4,230,286 20,473 SH   SOLE   0 0 20,473
ILLUMINA INC COM 452327109   819,287 2,020 SH   SOLE   0 0 2,020
IMPERIAL OIL LTD COM NEW 453038408   2,806,191 88,914 SH   SOLE   0 0 88,914
INTEGER HLDGS CORP COM 45826H109   655,945 7,342 SH   SOLE   0 0 7,342
INTEL CORP COM 458140100   519,095 9,743 SH   SOLE   0 0 9,743
INTELLIA THERAPEUTICS INC COM 45826J105   798,928 5,955 SH   SOLE   0 0 5,955
INTUIT COM 461202103   2,768,179 5,131 SH   SOLE   0 0 5,131
INTUITIVE SURGICAL INC COM NEW 46120E602   2,363,022 2,377 SH   SOLE   0 0 2,377
INVITAE CORP COM 46185L103   309,099 10,872 SH   SOLE   0 0 10,872
IPG PHOTONICS CORP COM 44980X109   660,906 4,172 SH   SOLE   0 0 4,172
ISHARES SILVER TR ISHARES 46428Q109   213,408 10,400 SH   SOLE   0 0 10,400
ITERIS INC NEW COM 46564T107   191,236 36,219 SH   SOLE   0 0 36,219
J & J SNACK FOODS CORP COM 466032109   783,781 5,129 SH   SOLE   0 0 5,129
JOHNSON & JOHNSON COM 478160104   6,097,040 37,753 SH   SOLE   0 0 37,753
JOHNSON CTLS INTL PLC SHS G51502105   1,563,525 22,966 SH   SOLE   0 0 22,966
JUNIPER NETWORKS INC COM 48203R104   327,908 11,915 SH   SOLE   0 0 11,915
KANDI TECHNOLOGIES GROUP INC COM 483709101   249,574 56,084 SH   SOLE   0 0 56,084
KEYSIGHT TECHNOLOGIES INC COM 49338L103   2,409,984 14,669 SH   SOLE   0 0 14,669
KFORCE INC COM 493732101   1,201,841 20,152 SH   SOLE   0 0 20,152
KIMBERLY-CLARK CORP COM 494368103   3,291,545 24,853 SH   SOLE   0 0 24,853
KIRKLAND LAKE GOLD LTD COM 49741E100   2,872,741 69,073 SH   SOLE   0 0 69,073
KLA CORP COM NEW 482480100   7,533,815 22,522 SH   SOLE   0 0 22,522
KONINKLIJKE PHILIPS N V NY REGIS SHS NEW 500472303   1,138,429 25,617 SH   SOLE   0 0 25,617
KONTOOR BRANDS INC COM 50050N103   1,069,692 21,415 SH   SOLE   0 0 21,415
KORN FERRY COM NEW 500643200   946,905 13,086 SH   SOLE   0 0 13,086
LA Z BOY INC COM 505336107   661,179 20,514 SH   SOLE   0 0 20,514
LABORATORY CORP AMER HLDGS COM NEW 50540R409   776,429 2,759 SH   SOLE   0 0 2,759
LAM RESEARCH CORP COM 512807108   2,590,124 4,551 SH   SOLE   0 0 4,551
LAMB WESTON HLDGS INC COM 513272104   846,661 13,796 SH   SOLE   0 0 13,796
LAUDER ESTEE COS INC CL A 518439104   1,371,520 4,573 SH   SOLE   0 0 4,573
LEGGETT & PLATT INC COM 524660107   1,921,108 42,844 SH   SOLE   0 0 42,844
LEVI STRAUSS & CO NEW CL A COM STK 52736R102   356,374 14,540 SH   SOLE   0 0 14,540
LGI HOMES INC COM 50187T106   735,895 5,186 SH   SOLE   0 0 5,186
LHC GROUP INC COM 50187A107   470,126 2,996 SH   SOLE   0 0 2,996
LILLY ELI & CO COM 532457108   827,769 3,583 SH   SOLE   0 0 3,583
LINDE PLC SHS G5494J103   2,421,595 8,254 SH   SOLE   0 0 8,254
LISTED FD TR WAHED FTSE ETF 53656F607   1,231,168 32,631 SH   SOLE   0 0 32,631
LOGITECH INTL S A SHS H50430232   1,305,504 14,810 SH   SOLE   0 0 14,810
LOWES COS INC COM 548661107   5,906,361 29,115 SH   SOLE   0 0 29,115
LULULEMON ATHLETICA INC COM 550021109   3,868,087 9,558 SH   SOLE   0 0 9,558
MAGNA INTL INC COM 559222401   2,767,576 36,783 SH   SOLE   0 0 36,783
MARVELL TECHNOLOGY INC COM 573874104   3,546,590 58,806 SH   SOLE   0 0 58,806
MASIMO CORP COM 574795100   2,281,506 8,428 SH   SOLE   0 0 8,428
MCCORMICK & CO INC COM NON VTG 579780206   1,833,606 22,629 SH   SOLE   0 0 22,629
MEDIAALPHA INC CL A 58450V104   714,662 38,258 SH   SOLE   0 0 38,258
MEDPACE HLDGS INC COM 58506Q109   1,355,275 7,160 SH   SOLE   0 0 7,160
MEDTRONIC PLC SHS G5960L103   3,639,541 29,035 SH   SOLE   0 0 29,035
MERCK & CO INC COM 58933Y105   4,787,410 63,739 SH   SOLE   0 0 63,739
METTLER TOLEDO INTERNATIONAL COM 592688105   2,040,500 1,481 SH   SOLE   0 0 1,481
MICROCHIP TECHNOLOGY INC. COM 595017104   1,824,053 11,884 SH   SOLE   0 0 11,884
MICROSOFT CORP COM 594918104   16,595,941 58,868 SH   SOLE   0 0 58,868
MID-AMER APT CMNTYS INC COM 59522J103   976,378 5,228 SH   SOLE   0 0 5,228
MIDDLEBY CORP COM 596278101   1,666,875 9,776 SH   SOLE   0 0 9,776
MODERNA INC COM 60770K107   688,561 1,789 SH   SOLE   0 0 1,789
MONDELEZ INTL INC CL A 609207105   2,902,320 49,885 SH   SOLE   0 0 49,885
MONOLITHIC PWR SYS INC COM 609839105   3,459,443 7,138 SH   SOLE   0 0 7,138
MONSTER BEVERAGE CORP NEW COM 61174X109   1,605,132 18,070 SH   SOLE   0 0 18,070
MOODYS CORP COM 615369105   644,810 1,816 SH   SOLE   0 0 1,816
NAKED BRAND GROUP LIMITED SHS NEW Q6519T117   61,469 86,552 SH   SOLE   0 0 86,552
NATIONAL VISION HLDGS INC COM 63845R107   909,816 16,026 SH   SOLE   0 0 16,026
NATUS MED INC DEL COM 639050103   536,914 21,408 SH   SOLE   0 0 21,408
NCINO INC COM 63947U107   1,745,252 24,571 SH   SOLE   0 0 24,571
NETAPP INC COM 64110D104   1,431,110 15,944 SH   SOLE   0 0 15,944
NEWMONT CORP COM 651639106   2,514,835 46,314 SH   SOLE   0 0 46,314
NEXTERA ENERGY INC COM 65339F101   2,299,940 29,291 SH   SOLE   0 0 29,291
NIKE INC CL B 654106103   2,051,000 14,122 SH   SOLE   0 0 14,122
NIO INC SPON ADS 62914V106   1,427,564 40,066 SH   SOLE   0 0 40,066
NORTONLIFELOCK INC COM 668771108   430,859 17,030 SH   SOLE   0 0 17,030
NOVANTA INC COM 67000B104   590,079 3,819 SH   SOLE   0 0 3,819
NOVARTIS AG SPONSORED ADR 66987V109   1,829,093 22,366 SH   SOLE   0 0 22,366
NOVO-NORDISK A S ADR 670100205   2,169,773 22,599 SH   SOLE   0 0 22,599
NUCOR CORP COM 670346105   2,353,789 23,899 SH   SOLE   0 0 23,899
NVIDIA CORPORATION COM 67066G104   5,890,201 28,433 SH   SOLE   0 0 28,433
OKTA INC CL A 679295105   976,598 4,115 SH   SOLE   0 0 4,115
OLD DOMINION FREIGHT LINE IN COM 679580100   2,629,704 9,195 SH   SOLE   0 0 9,195
OLLIES BARGAIN OUTLET HLDGS COM 681116109   3,276,787 54,359 SH   SOLE   0 0 54,359
OLO INC CL A 68134L109   529,829 17,643 SH   SOLE   0 0 17,643
OMNICELL COM COM 68213N109   1,190,663 8,022 SH   SOLE   0 0 8,022
ONTO INNOVATION INC COM 683344105   1,440,886 19,943 SH   SOLE   0 0 19,943
PACIRA BIOSCIENCES INC COM 695127100   268,068 4,787 SH   SOLE   0 0 4,787
PAYCOM SOFTWARE INC COM 70432V102   2,576,950 5,198 SH   SOLE   0 0 5,198
PAYLOCITY HLDG CORP COM 70438V106   1,053,551 3,757 SH   SOLE   0 0 3,757
PENTAIR PLC SHS G7S00T104   2,472,056 34,036 SH   SOLE   0 0 34,036
PEPSICO INC COM 713448108   3,642,193 24,215 SH   SOLE   0 0 24,215
PFIZER INC COM 717081103   1,448,250 33,672 SH   SOLE   0 0 33,672
PINTEREST INC CL A 72352L106   1,100,281 21,595 SH   SOLE   0 0 21,595
PIONEER NAT RES CO COM 723787107   1,138,456 6,837 SH   SOLE   0 0 6,837
POTLATCHDELTIC CORPORATION COM 737630103   339,932 6,590 SH   SOLE   0 0 6,590
PPG INDS INC COM 693506107   3,001,687 20,989 SH   SOLE   0 0 20,989
PROCTER AND GAMBLE CO COM 742718109   5,927,515 42,400 SH   SOLE   0 0 42,400
PROLOGIS INC. COM 74340W103   2,833,616 22,591 SH   SOLE   0 0 22,591
PS BUSINESS PKS INC CALIF COM 69360J107   519,462 3,314 SH   SOLE   0 0 3,314
Q2 HLDGS INC COM 74736L109   449,699 5,611 SH   SOLE   0 0 5,611
QUANTA SVCS INC COM 74762E102   3,419,295 30,041 SH   SOLE   0 0 30,041
QUEST DIAGNOSTICS INC COM 74834L100   567,597 3,906 SH   SOLE   0 0 3,906
REALTY INCOME CORP COM 756109104   1,095,588 16,892 SH   SOLE   0 0 16,892
REGENERON PHARMACEUTICALS COM 75886F107   1,993,974 3,295 SH   SOLE   0 0 3,295
REPLIGEN CORP COM 759916109   705,495 2,441 SH   SOLE   0 0 2,441
RIO TINTO PLC SPONSORED ADR 767204100   5,051,446 75,598 SH   SOLE   0 0 75,598
ROBERT HALF INTL INC COM 770323103   978,938 9,757 SH   SOLE   0 0 9,757
ROKU INC COM CL A 77543R102   433,861 1,385 SH   SOLE   0 0 1,385
ROPER TECHNOLOGIES INC COM 776696106   2,171,908 4,868 SH   SOLE   0 0 4,868
ROSS STORES INC COM 778296103   1,652,280 15,179 SH   SOLE   0 0 15,179
RPM INTL INC COM 749685103   1,133,358 14,596 SH   SOLE   0 0 14,596
SALESFORCE COM INC COM 79466L302   3,970,687 14,640 SH   SOLE   0 0 14,640
SAP SE SPON ADR 803054204   1,850,740 13,705 SH   SOLE   0 0 13,705
SBA COMMUNICATIONS CORP NEW CL A 78410G104   2,525,343 7,639 SH   SOLE   0 0 7,639
SCOTTS MIRACLE-GRO CO CL A 810186106   904,883 6,183 SH   SOLE   0 0 6,183
SEAGEN INC COM 81181C104   2,608,806 15,364 SH   SOLE   0 0 15,364
SHERWIN WILLIAMS CO COM 824348106   2,382,594 8,517 SH   SOLE   0 0 8,517
SITEONE LANDSCAPE SUPPLY INC COM 82982L103   250,251 1,255 SH   SOLE   0 0 1,255
SKYWATER TECHNOLOGY INC COM 83089J108   337,819 12,420 SH   SOLE   0 0 12,420
SKYWORKS SOLUTIONS INC COM 83088M102   4,083,643 24,782 SH   SOLE   0 0 24,782
SMITH A O CORP COM 831865209   3,101,425 50,785 SH   SOLE   0 0 50,785
SNAP INC CL A 83304A106   1,598,603 21,641 SH   SOLE   0 0 21,641
SOUTHERN COPPER CORP COM 84265V105   2,339,133 41,666 SH   SOLE   0 0 41,666
SPDR GOLD TR GOLD SHS 78463V107   400,040 2,436 SH   SOLE   0 0 2,436
SPLUNK INC COM 848637104   1,791,616 12,381 SH   SOLE   0 0 12,381
SPOTIFY TECHNOLOGY S A SHS L8681T102   274,597 1,219 SH   SOLE   0 0 1,219
SPS COMM INC COM 78463M107   2,341,839 14,518 SH   SOLE   0 0 14,518
SQUARE INC CL A 852234103   2,447,264 10,204 SH   SOLE   0 0 10,204
STANLEY BLACK & DECKER INC COM 854502101   1,851,340 10,560 SH   SOLE   0 0 10,560
STARBUCKS CORP COM 855244109   2,187,843 19,834 SH   SOLE   0 0 19,834
STRATA SKIN SCIENCES INC COM NEW 86272A206   31,832 17,300 SH   SOLE   0 0 17,300
SUN CMNTYS INC COM 866674104   880,001 4,754 SH   SOLE   0 0 4,754
SUPERNUS PHARMACEUTICALS INC COM 868459108   545,886 20,468 SH   SOLE   0 0 20,468
SYSCO CORP COM 871829107   2,249,798 28,660 SH   SOLE   0 0 28,660
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   2,000,464 17,917 SH   SOLE   0 0 17,917
TARGET CORP COM 87612E106   3,375,733 14,756 SH   SOLE   0 0 14,756
TE CONNECTIVITY LTD REG SHS H84989104   957,047 6,975 SH   SOLE   0 0 6,975
TELADOC HEALTH INC COM 87918A105   1,138,140 8,975 SH   SOLE   0 0 8,975
TELEFLEX INCORPORATED COM 879369106   2,136,833 5,675 SH   SOLE   0 0 5,675
TERADYNE INC COM 880770102   3,016,079 27,627 SH   SOLE   0 0 27,627
TESLA INC COM 88160R101   3,840,391 4,952 SH   SOLE   0 0 4,952
TEXAS INSTRS INC COM 882508104   1,472,805 7,662 SH   SOLE   0 0 7,662
TEXAS PACIFIC LAND CORPORATI COM 88262P102   1,289,909 1,067 SH   SOLE   0 0 1,067
THERMO FISHER SCIENTIFIC INC COM 883556102   1,868,192 3,270 SH   SOLE   0 0 3,270
TJX COS INC NEW COM 872540109   1,816,845 27,536 SH   SOLE   0 0 27,536
TOPBUILD CORP COM 89055F103   1,100,842 5,375 SH   SOLE   0 0 5,375
TRANE TECHNOLOGIES PLC SHS G8994E103   1,308,653 7,580 SH   SOLE   0 0 7,580
TRANSUNION COM 89400J107   4,493,763 40,012 SH   SOLE   0 0 40,012
TREX CO INC COM 89531P105   2,089,136 20,496 SH   SOLE   0 0 20,496
TRIMBLE INC COM 896239100   1,854,017 22,541 SH   SOLE   0 0 22,541
TWILIO INC CL A 90138F102   3,585,638 11,238 SH   SOLE   0 0 11,238
TWITTER INC COM 90184L102   3,894,704 64,493 SH   SOLE   0 0 64,493
TYLER TECHNOLOGIES INC COM 902252105   3,689,398 8,044 SH   SOLE   0 0 8,044
U S PHYSICAL THERAPY COM 90337L108   634,159 5,734 SH   SOLE   0 0 5,734
ULTA BEAUTY INC COM 90384S303   4,476,718 12,404 SH   SOLE   0 0 12,404
UNILEVER PLC SPON ADR NEW 904767704   2,322,437 42,834 SH   SOLE   0 0 42,834
UNION PAC CORP COM 907818108   1,069,257 5,455 SH   SOLE   0 0 5,455
UNITED PARCEL SERVICE INC CL B 911312106   1,358,106 7,458 SH   SOLE   0 0 7,458
UNITY SOFTWARE INC COM 91332U101   321,617 2,547 SH   SOLE   0 0 2,547
UNIVERSAL DISPLAY CORP COM 91347P105   1,063,966 6,223 SH   SOLE   0 0 6,223
V F CORP COM 918204108   3,467,100 51,755 SH   SOLE   0 0 51,755
VAIL RESORTS INC COM 91879Q109   1,100,772 3,295 SH   SOLE   0 0 3,295
VEEVA SYS INC CL A COM 922475108   979,187 3,398 SH   SOLE   0 0 3,398
VERISK ANALYTICS INC COM 92345Y106   1,252,380 6,253 SH   SOLE   0 0 6,253
VISA INC COM CL A 92826C839   4,927,505 22,121 SH   SOLE   0 0 22,121
VULCAN MATLS CO COM 929160109   1,164,537 6,884 SH   SOLE   0 0 6,884
WASTE CONNECTIONS INC COM 94106B101   851,030 6,758 SH   SOLE   0 0 6,758
WAYFAIR INC CL A 94419L101   1,269,842 4,970 SH   SOLE   0 0 4,970
WEST PHARMACEUTICAL SVSC INC COM 955306105   3,073,217 7,239 SH   SOLE   0 0 7,239
WEYERHAEUSER CO MTN BE COM NEW 962166104   568,080 15,971 SH   SOLE   0 0 15,971
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104   439,464 13,854 SH   SOLE   0 0 13,854
WORKIVA INC COM CL A 98139A105   205,333 1,457 SH   SOLE   0 0 1,457
XILINX INC COM 983919101   1,048,986 6,947 SH   SOLE   0 0 6,947
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105   2,111,872 4,097 SH   SOLE   0 0 4,097
ZENDESK INC COM 98936J101   1,418,911 12,191 SH   SOLE   0 0 12,191
ZILLOW GROUP INC CL C CAP STK 98954M200   216,644 2,458 SH   SOLE   0 0 2,458
ZIMMER BIOMET HOLDINGS INC COM 98956P102   2,164,829 14,791 SH   SOLE   0 0 14,791
ZOETIS INC CL A 98978V103   1,182,057 6,089 SH   SOLE   0 0 6,089
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101   471,921 1,805 SH   SOLE   0 0 1,805