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
ABBOTT LABORATORIES A 002824100 BBG000B9ZXB4 1,878,599 19,397 SH   SOLE   19,397 0 0
ADOBE INC A 00724F101 BBG000BB5006 1,025,919 2,012 SH   SOLE   2,012 0 0
AES CORP A 00130H105 BBG000C23KJ3 192,402 12,658 SH   SOLE   12,658 0 0
AGNC INVESTMENT CORP A 00123Q104 BBG000TJ8XZ7 735,857 77,951 SH   SOLE   77,951 0 0
AIR PRODS & CHEMS INC COM 009158106 BBG000BC4JJ4 518,055 1,828 SH   SOLE   1,828 0 0
ALBEMARLE CORP A 012653101 BBG000BJ26K7 920,427 5,413 SH   SOLE   5,413 0 0
ALDEYRA THERAPEUTICS INC COM 01438T106 BBG0029H8ZF6 101,035 15,125 SH   SOLE   15,125 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 BBG001KY3845 1,138,795 19,282 SH   SOLE   19,282 0 0
AMCOR PLC A G0250X107 BBG00LNJRQ09 192,369 21,001 SH   SOLE   21,001 0 0
AMDOCS LTD A G02602103 BBG000C3MXG5 1,301,653 15,406 SH   SOLE   15,406 0 0
AMEREN CORPORATION A 023608102 BBG000B9X8C0 795,293 10,628 SH   SOLE   10,628 0 0
AMERICAN AIRLINES GROUP INC COM 02376R102 BBG005P7Q881 201,706 15,746 SH   SOLE   15,746 0 0
AMERICAN EAGLE OUTFITTERS COM 02553E106 BBG000BGXZB5 362,397 21,818 SH   SOLE   21,818 0 0
AMERICAN ELECTRIC POWER A 025537101 BBG000BB9KF2 1,892,911 25,165 SH   SOLE   25,165 0 0
AMERICAN EXPRESS CO A 025816109 BBG000BCQZS4 1,876,959 12,581 SH   SOLE   12,581 0 0
AMERICAN INTERNATIONAL GROUP A 026874784 BBG000BBDZG3 1,388,164 22,907 SH   SOLE   22,907 0 0
AMERICAN WATER WORKS CO INC A 030420103 BBG000TRJ294 1,882,464 15,202 SH   SOLE   15,202 0 0
AMPHENOL CORP A 032095101 BBG000B9YJ35 1,861,134 22,159 SH   SOLE   22,159 0 0
AON PLC A G0403H108 BBG00SSQFPK6 209,122 645 SH   SOLE   645 0 0
APA CORP A 03743Q108 BBG00YTS96G2 659,655 16,050 SH   SOLE   16,050 0 0
APPLE INC A 037833100 BBG000B9XRY4 918,884 5,367 SH   SOLE   5,367 0 0
APPLIED INDUSTRIAL TECH INC A 03820C105 BBG000BBHHP9 675,646 4,370 SH   SOLE   4,370 0 0
APPLIED MATERIALS INC A 038222105 BBG000BBPFB9 789,719 5,704 SH   SOLE   5,704 0 0
APTARGROUP INC A 038336103 BBG000BGX2S0 1,527,739 12,218 SH   SOLE   12,218 0 0
ARCHER-DANIELS-MIDLAND CO A 039483102 BBG000BB6WG8 784,066 10,396 SH   SOLE   10,396 0 0
ARISTA NETWORKS INC A 040413106 BBG000N2HDY5 1,334,596 7,256 SH   SOLE   7,256 0 0
ARMSTRONG WORLD INDUSTRIES A 04247X102 BBG000DW4LB1 884,592 12,286 SH   SOLE   12,286 0 0
ATKORE INC A 047649108 BBG000QTFDQ4 201,406 1,350 SH   SOLE   1,350 0 0
AUTOLIV INC A 052800109 BBG000BVLRY8 1,071,507 11,106 SH   SOLE   11,106 0 0
BAKER HUGHES CO A 05722G100 BBG00GBVBK51 1,585,338 44,885 SH   SOLE   44,885 0 0
BALL CORP A 058498106 BBG000BDDNH5 942,584 18,935 SH   SOLE   18,935 0 0
BARRICK GOLD CORP A 067901108 BBG000BB07P9 1,221,560 83,956 SH   SOLE   83,956 0 0
BELDEN INC A 077454106 BBG000Q4XNV1 1,184,765 12,271 SH   SOLE   12,271 0 0
BERKSHIRE HATHAWAY INC B 084670702 BBG000DWG505 1,888,117 5,390 SH   SOLE   5,390 0 0
BJ'S WHOLESALE CLUB HOLDINGS A 05550J101 BBG00FQ8T4G3 1,090,605 15,281 SH   SOLE   15,281 0 0
BLACK HILLS CORP A 092113109 BBG000BD9ZM7 544,095 10,755 SH   SOLE   10,755 0 0
BOEING CO/THE A 097023105 BBG000BCSST7 266,244 1,389 SH   SOLE   1,389 0 0
BOISE CASCADE CO A 09739D100 BBG000RQKCR4 247,296 2,400 SH   SOLE   2,400 0 0
BRADY CORPORATION A 104674106 BBG000BDNV95 201,337 3,666 SH   SOLE   3,666 0 0
BRAZE INC A 10576N102 BBG00294NX45 319,119 6,829 SH   SOLE   6,829 0 0
BRIGHT HORIZONS FAMILY SOLUT A 109194100 BBG003LFWP05 248,779 3,054 SH   SOLE   3,054 0 0
BRISTOL-MYERS SQUIBB CO A 110122108 BBG000DQLV23 1,883,688 32,455 SH   SOLE   32,455 0 0
BROWN-FORMAN CORP CL B 115637209 BBG000BD2NY8 1,045,920 18,130 SH   SOLE   18,130 0 0
BUILDERS FIRSTSOURCE INC A 12008R107 BBG000BKD3K9 201,176 1,616 SH   SOLE   1,616 0 0
BURLINGTON STORES INC A 122017106 BBG004S641N5 786,905 5,816 SH   SOLE   5,816 0 0
BWX TECHNOLOGIES INC A 05605H100 BBG000D86F25 971,741 12,960 SH   SOLE   12,960 0 0
C.H. ROBINSON WORLDWIDE INC A 12541W209 BBG000BTCH57 626,854 7,278 SH   SOLE   7,278 0 0
CACTUS INC A 127203107 BBG00JRH1P95 1,247,769 24,851 SH   SOLE   24,851 0 0
CADENCE DESIGN SYS INC A 127387108 BBG000C13CD9 410,494 1,752 SH   SOLE   1,752 0 0
CANADA GOOSE HOLDINGS INC A 135086106 BBG00G41B914 218,566 14,909 SH   SOLE   14,909 0 0
CANADIAN NATURAL RESOURCES A 136385101 BBG000HW5GX3 1,641,001 25,375 SH   SOLE   25,375 0 0
CANNAE HOLDINGS INC A 13765N107 BBG00GXRNJP4 306,087 16,421 SH   SOLE   16,421 0 0
CARNIVAL CORP A 143658300 BBG000BF6LY3 575,938 41,978 SH   SOLE   41,978 0 0
CARTER'S INC A 146229109 BBG000CTM4J9 339,526 4,910 SH   SOLE   4,910 0 0
CELESTICA INC A 15101Q108 BBG000BPS2C3 523,012 21,330 SH   SOLE   21,330 0 0
CENCORA INC A 03073E105 BBG000MDCQC2 494,918 2,750 SH   SOLE   2,750 0 0
CHECK POINT SOFTWARE TECH A M22465104 BBG000K82ZT8 567,506 4,258 SH   SOLE   4,258 0 0
CHICO'S FAS INC A 168615102 BBG000BLVBC8 100,337 13,414 SH   SOLE   13,414 0 0
CHINDATA GROUP HOLDINGS ADS 16955F107 BBG00X71QNZ0 100,181 12,070 SH   SOLE   12,070 0 0
CHOICE HOTELS INTL INC A 169905106 BBG000BPBTL2 240,242 1,961 SH   SOLE   1,961 0 0
CHORD ENERGY CORP A 674215207 BBG00Y7BLHL9 1,874,502 11,566 SH   SOLE   11,566 0 0
CINTAS CORP A 172908105 BBG000H3YXF8 1,247,259 2,593 SH   SOLE   2,593 0 0
CIVITAS RESOURCES INC A 17888H103 BBG00GLNJ018 589,381 7,288 SH   SOLE   7,288 0 0
CME GROUP INC A 12572Q105 BBG000BHLYP4 610,671 3,050 SH   SOLE   3,050 0 0
COGENT COMMUNICATIONS HOLDIN A 19239V302 BBG000D0SMY8 451,870 7,300 SH   SOLE   7,300 0 0
COHERUS BIOSCIENCES INC A 19249H103 BBG0063N8V69 99,865 26,702 SH   SOLE   26,702 0 0
COMMUNITY BANK SYSTEM INC A 203607106 BBG000BF4D19 235,616 5,582 SH   SOLE   5,582 0 0
COMMVAULT SYSTEMS INC A 204166102 BBG000BG88X9 317,632 4,698 SH   SOLE   4,698 0 0
CONDUENT INC A 206787103 BBG00C1BZMT9 37,424 10,754 SH   SOLE   10,754 0 0
CONSTELLATION BRANDS INC A 21036P108 BBG000J1QLT0 338,290 1,346 SH   SOLE   1,346 0 0
CONSTELLATION ENERGY A 21037T109 BBG014KFRNP7 239,540 2,196 SH   SOLE   2,196 0 0
COPART INC A 217204106 BBG000BM9RH1 1,123,873 26,082 SH   SOLE   26,082 0 0
CORE & MAIN INC A 21874C102 BBG01163K2X0 701,084 24,301 SH   SOLE   24,301 0 0
COTERRA ENERGY INC A 127097103 BBG000C3GN47 220,890 8,166 SH   SOLE   8,166 0 0
COUPANG INC A 22266T109 BBG00XMJRPQ8 247,520 14,560 SH   SOLE   14,560 0 0
CROCS INC A 227046109 BBG000BLY663 242,985 2,754 SH   SOLE   2,754 0 0
CROSS COUNTRY HEALTHCARE INC A 227483104 BBG000DGM5N8 300,133 12,107 SH   SOLE   12,107 0 0
CURTISS-WRIGHT CORP A 231561101 BBG000BGSPS5 425,104 2,173 SH   SOLE   2,173 0 0
DARLING INGREDIENTS INC A 237266101 BBG000BN8ZK8 297,540 5,700 SH   SOLE   5,700 0 0
DAVE & BUSTER'S ENTERTAINMEN A 238337109 BBG001WWJTK5 824,066 22,230 SH   SOLE   22,230 0 0
DELTA AIR LINES INC A 247361702 BBG000R7Z112 1,113,700 30,100 SH   SOLE   30,100 0 0
DESTINATION XL GROUP INC A 25065K104 BBG000JNS383 55,140 12,308 SH   SOLE   12,308 0 0
DHT HOLDINGS INC A Y2065G121 BBG000G3RXX7 114,299 11,097 SH   SOLE   11,097 0 0
DIAMOND OFFSHORE DRILLING IN A 25271C201 BBG010JCFCD4 275,984 18,800 SH   SOLE   18,800 0 0
DOLLAR GENERAL CORP A 256677105 BBG000NV1KK7 793,712 7,502 SH   SOLE   7,502 0 0
DONALDSON CO INC A 257651109 BBG000BGZP70 626,459 10,504 SH   SOLE   10,504 0 0
DR HORTON INC A 23331A109 BBG000DQTXY6 783,671 7,292 SH   SOLE   7,292 0 0
EASTMAN CHEMICAL CO A 277432100 BBG000BLW530 430,936 5,617 SH   SOLE   5,617 0 0
EDGEWELL PERSONAL CARE CO A 28035Q102 BBG000BRW644 848,786 22,965 SH   SOLE   22,965 0 0
EDISON INTERNATIONAL A 281020107 BBG000D7RKJ5 1,713,324 27,071 SH   SOLE   27,071 0 0
EDWARDS LIFESCIENCES CORP A 28176E108 BBG000BRXP69 1,039,824 15,009 SH   SOLE   15,009 0 0
ELASTIC NV A N14506104 BBG00LWZDYB9 1,125,499 13,854 SH   SOLE   13,854 0 0
ELECTRONIC ARTS INC A 285512109 BBG000BP0KQ8 1,382,072 11,479 SH   SOLE   11,479 0 0
ELEVANCE HEALTH INC A 036752103 BBG000BCG930 622,215 1,429 SH   SOLE   1,429 0 0
ELI LILLY & CO A 532457108 BBG000BNBDC2 694,509 1,293 SH   SOLE   1,293 0 0
ENDEAVOR GROUP HOLD A 29260Y109 BBG00P8TCHC8 219,179 11,014 SH   SOLE   11,014 0 0
ENGAGESMART INC A 29283F103 BBG00WHNM2G4 384,752 21,387 SH   SOLE   21,387 0 0
ENTERGY CORP A 29364G103 BBG000C1FQS9 1,877,380 20,296 SH   SOLE   20,296 0 0
EQUIFAX INC A 294429105 BBG000BHPL78 476,268 2,600 SH   SOLE   2,600 0 0
ESTEE LAUDER COMPANIES A 518439104 BBG000FKJRC5 658,281 4,554 SH   SOLE   4,554 0 0
EURONAV NV A B38564108 BBG00805YZG8 786,849 47,891 SH   SOLE   47,891 0 0
EVERCORE INC A 29977A105 BBG000BP30Y0 897,047 6,506 SH   SOLE   6,506 0 0
EVEREST GROUP LTD A G3223R108 BBG000C1XVK6 949,989 2,556 SH   SOLE   2,556 0 0
EVERTEC INC A 30040P103 BBG000J187K0 208,208 5,600 SH   SOLE   5,600 0 0
F5 INC A 315616102 BBG000CXYSZ6 253,312 1,572 SH   SOLE   1,572 0 0
FATE THERAPEUTICS INC A 31189P102 BBG000QP35H2 66,865 31,540 SH   SOLE   31,540 0 0
FEDERATED HERMES INC A 314211103 BBG000BP0929 1,232,699 36,395 SH   SOLE   36,395 0 0
FEDEX CORP A 31428X106 BBG000BJF1Z8 727,735 2,747 SH   SOLE   2,747 0 0
FERRARI NV A N3167Y103 BBG009PH3Q86 1,119,506 3,788 SH   SOLE   3,788 0 0
FIDELITY NATIONAL INFO SERV A 31620M106 BBG000BK2F42 419,941 7,598 SH   SOLE   7,598 0 0
FIRST HAWAIIAN INC A 32051X108 BBG0046LJYT2 240,191 13,307 SH   SOLE   13,307 0 0
FIRSTENERGY CORP A 337932107 BBG000BB6M98 310,457 9,083 SH   SOLE   9,083 0 0
FISERV INC A 337738108 BBG000BJKPG0 914,298 8,094 SH   SOLE   8,094 0 0
FLEX LTD A Y2573F102 BBG000BP5YT0 610,665 22,634 SH   SOLE   22,634 0 0
FLOWERS FOODS INC A 343498101 BBG000BB4D72 437,767 19,737 SH   SOLE   19,737 0 0
FLUOR CORP A 343412102 BBG000BB1TH9 441,464 12,029 SH   SOLE   12,029 0 0
FLYWIRE CORP A 302492103 BBG002030NC4 494,837 15,517 SH   SOLE   15,517 0 0
FORTUNE BRANDS INNOVATIONS A 34964C106 BBG001B4BV87 678,041 10,908 SH   SOLE   10,908 0 0
FREEPORT-MCMORAN INC A 35671D857 BBG000BJDB15 790,884 21,209 SH   SOLE   21,209 0 0
FRESHPET INC A 358039105 BBG001D0HB36 375,450 5,699 SH   SOLE   5,699 0 0
FRONTDOOR INC A 35905A109 BBG00H9MNDZ2 639,209 20,896 SH   SOLE   20,896 0 0
GATES INDUSTRIAL CORP PLC A G39108108 BBG00JM9V731 170,470 14,683 SH   SOLE   14,683 0 0
GE HEALTHCARE TECHNOLOGY A 36266G107 BBG01BFR8YV1 884,384 12,998 SH   SOLE   12,998 0 0
GEN DIGITAL INC A 668771108 BBG000BH2JM1 632,431 35,771 SH   SOLE   35,771 0 0
GENCO SHIPPING & TRADING LTD A Y2685T131 BBG006TBN8B5 201,694 14,417 SH   SOLE   14,417 0 0
GENERAL DYNAMICS CORP A 369550108 BBG000BK67C7 1,221,964 5,530 SH   SOLE   5,530 0 0
GENPACT LTD A G3922B107 BBG000RQBFV2 689,357 19,043 SH   SOLE   19,043 0 0
GENUINE PARTS CO A 372460105 BBG000BKL348 534,206 3,700 SH   SOLE   3,700 0 0
GILDAN ACTIVEWEAR INC A 375916103 BBG000BH2CW5 247,020 8,819 SH   SOLE   8,819 0 0
GLOBAL PAYMENTS INC A 37940X102 BBG000CX0P89 931,082 8,069 SH   SOLE   8,069 0 0
GLOBANT SA A L44385109 BBG00564Y443 323,485 1,635 SH   SOLE   1,635 0 0
GLOBE LIFE INC A 37959E102 BBG000BVD6X4 469,714 4,320 SH   SOLE   4,320 0 0
GODADDY INC A 380237107 BBG006MDLY05 1,513,434 20,320 SH   SOLE   20,320 0 0
GOLDMAN SACHS GROUP INC A 38141G104 BBG000C6CFJ5 242,354 749 SH   SOLE   749 0 0
GRIFFON CORP A 398433102 BBG000D7FT63 303,595 7,653 SH   SOLE   7,653 0 0
GRUPO SUPERVIELLE SA ADR 40054A108 BBG00BTHHZ55 24,327 10,958 SH   SOLE   10,958 0 0
H.B. FULLER CO. A 359694106 BBG000BJZ7V7 385,451 5,618 SH   SOLE   5,618 0 0
HALLIBURTON CO A 406216101 BBG000BKTFN2 1,658,880 40,960 SH   SOLE   40,960 0 0
HCA HEALTHCARE INC A 40412C101 BBG000QW7VC1 402,423 1,636 SH   SOLE   1,636 0 0
HEALTHCARE SERVICES GROUP A 421906108 BBG000BKYVF0 132,753 12,728 SH   SOLE   12,728 0 0
HEICO CORP A 422806109 BBG000BL16Q7 501,011 3,094 SH   SOLE   3,094 0 0
HENRY SCHEIN INC A 806407102 BBG000BNMMJ3 289,575 3,900 SH   SOLE   3,900 0 0
HESS CORP A 42809H107 BBG000BBD070 589,050 3,850 SH   SOLE   3,850 0 0
HEWLETT PACKARD ENTERPRISE A 42824C109 BBG0078W3NQ3 175,524 10,105 SH   SOLE   10,105 0 0
HOLOGIC INC A 436440101 BBG000C3NTN5 1,462,952 21,080 SH   SOLE   21,080 0 0
HOME DEPOT INC A 437076102 BBG000BKZB36 786,825 2,604 SH   SOLE   2,604 0 0
HONEYWELL INTERNATIONAL INC A 438516106 BBG000H556T9 1,882,316 10,189 SH   SOLE   10,189 0 0
HOULIHAN LOKEY INC A 441593100 BBG000CZTB66 374,920 3,500 SH   SOLE   3,500 0 0
HUMANA INC A 444859102 BBG000BLKK03 273,424 562 SH   SOLE   562 0 0
HUNTSMAN CORP A 447011107 BBG000NS26Q8 215,281 8,823 SH   SOLE   8,823 0 0
IDEX CORP A 45167R104 BBG000C1HN22 912,376 4,386 SH   SOLE   4,386 0 0
IHEARTMEDIA INC A 45174J509 BBG00P2FSNZ9 100,159 31,696 SH   SOLE   31,696 0 0
ILLUMINA INC A 452327109 BBG000DSMS70 377,932 2,753 SH   SOLE   2,753 0 0
IMAX CORP A 45245E109 BBG000K8KKL9 224,518 11,621 SH   SOLE   11,621 0 0
INSIGHT ENTERPRISES INC A 45765U103 BBG000DY3K39 543,006 3,732 SH   SOLE   3,732 0 0
INSULET CORP A 45784P101 BBG000R7XX87 1,062,203 6,660 SH   SOLE   6,660 0 0
INTERACTIVE BROKERS GRO A 45841N107 BBG000LV0836 681,227 7,870 SH   SOLE   7,870 0 0
INTERNATIONAL PAPER CO A 460146103 BBG000BM5SR2 298,977 8,429 SH   SOLE   8,429 0 0
INTRA-CELLULAR THERAPIES INC A 46116X101 BBG0026ZFZC4 276,390 5,306 SH   SOLE   5,306 0 0
IPG PHOTONICS CORP A 44980X109 BBG000DCGRL8 249,382 2,456 SH   SOLE   2,456 0 0
JABIL INC A 466313103 BBG000BJNGN9 888,484 7,002 SH   SOLE   7,002 0 0
JACK HENRY & ASSOCIATES INC A 426281101 BBG000BMH2Q7 462,035 3,057 SH   SOLE   3,057 0 0
JOHNSON CONTROLS INTERNATION A G51502105 BBG000BVWLJ6 519,968 9,772 SH   SOLE   9,772 0 0
JPMORGAN CHASE & CO A 46625H100 BBG000DMBXR2 1,693,689 11,679 SH   SOLE   11,679 0 0
KBR INC A 48242W106 BBG000P28YZ6 312,500 5,302 SH   SOLE   5,302 0 0
KEURIG DR PEPPER INC A 49271V100 BBG000TJM7F0 1,769,688 56,056 SH   SOLE   56,056 0 0
KIMBERLY-CLARK CORP A 494368103 BBG000BMW2Z0 441,344 3,652 SH   SOLE   3,652 0 0
KINDER MORGAN INC A 49456B101 BBG0019JZ882 796,056 48,013 SH   SOLE   48,013 0 0
KKR & CO INC A 48251W104 BBG000BCQ6J8 544,298 8,836 SH   SOLE   8,836 0 0
KULICKE & SOFFA INDUSTRIES A 501242101 BBG000BMTX31 321,493 6,611 SH   SOLE   6,611 0 0
L3HARRIS TECHNOLOGIES INC A 502431109 BBG000BLGFJ9 1,807,191 10,379 SH   SOLE   10,379 0 0
LANTHEUS HOLDINGS INC A 516544103 BBG006Q52RD0 229,284 3,300 SH   SOLE   3,300 0 0
LAS VEGAS SANDS CORP A 517834107 BBG000JWD753 364,566 7,953 SH   SOLE   7,953 0 0
LA-Z-BOY INC A 505336107 BBG000BNLC97 460,174 14,902 SH   SOLE   14,902 0 0
LEAR CORP A 521865204 BBG000PTLGZ1 301,816 2,249 SH   SOLE   2,249 0 0
LEGGETT & PLATT INC A 524660107 BBG000BN53G7 233,162 9,176 SH   SOLE   9,176 0 0
LEIDOS HOLDINGS INC A 525327102 BBG000C23PB0 1,000,212 10,853 SH   SOLE   10,853 0 0
LIBERTY MEDIA CORP C 531229854 BBG01HLMBCG3 280,350 4,500 SH   SOLE   4,500 0 0
LINCOLN ELECTRIC HOLDINGS A 533900106 BBG000BB72K8 872,592 4,800 SH   SOLE   4,800 0 0
LL FLOORING HOLDINGS INC A 55003T107 BBG000QKPTS5 106,553 33,613 SH   SOLE   33,613 0 0
LOCKHEED MARTIN CORP A 539830109 BBG000C1BW00 1,166,763 2,853 SH   SOLE   2,853 0 0
LOEWS CORP A 540424108 BBG000C45984 960,223 15,167 SH   SOLE   15,167 0 0
LOUISIANA-PACIFIC CORP A 546347105 BBG000BNF508 536,451 9,706 SH   SOLE   9,706 0 0
LULULEMON ATHLETICA INC A 550021109 BBG000R8ZVD1 274,940 713 SH   SOLE   713 0 0
LYONDELLBASELL INDU A N53745100 BBG000WCFV84 729,379 7,702 SH   SOLE   7,702 0 0
MACOM TECHNOLOGY SOLUTIONS A 55405Y100 BBG000LJQ3H1 485,890 5,956 SH   SOLE   5,956 0 0
MAKEMYTRIP LTD A V5633W109 BBG000BB34J0 615,985 15,202 SH   SOLE   15,202 0 0
MASTERCARD INC A 57636Q104 BBG000F1ZSQ2 878,524 2,219 SH   SOLE   2,219 0 0
MCDONALD'S CORP A 580135101 BBG000BNSZP1 1,885,440 7,157 SH   SOLE   7,157 0 0
MEDICAL PROPERTIES TRUST INC A 58463J304 BBG000BGRB25 59,285 10,878 SH   SOLE   10,878 0 0
MEDPACE HOLDINGS INC A 58506Q109 BBG0065B7K59 227,360 939 SH   SOLE   939 0 0
MEDTRONIC PLC A G5960L103 BBG000BNWG87 1,576,760 20,122 SH   SOLE   20,122 0 0
MELCO RESORTS & ENTERT ADR 585464100 BBG000BHP8J4 101,283 10,241 SH   SOLE   10,241 0 0
MERCK & CO. INC. A 58933Y105 BBG000BPD168 1,882,029 18,281 SH   SOLE   18,281 0 0
METLIFE INC A 59156R108 BBG000BB6KF5 1,059,216 16,837 SH   SOLE   16,837 0 0
MFA FINANCIAL INC A 55272X607 BBG000BL6138 243,537 25,342 SH   SOLE   25,342 0 0
MGIC INVESTMENT CORP A 552848103 BBG000CBMH27 233,660 14,000 SH   SOLE   14,000 0 0
MICROSOFT CORP A 594918104 BBG000BPH459 783,376 2,481 SH   SOLE   2,481 0 0
MOLSON COORS BEVERAGE CO B 60871R209 BBG000BS7KS3 696,819 10,958 SH   SOLE   10,958 0 0
MONDELEZ INTERNATIONAL INC A 609207105 BBG000D4LWF6 1,880,462 27,096 SH   SOLE   27,096 0 0
MONSTER BEVERAGE CORP A 61174X109 BBG008NVB1C0 727,374 13,737 SH   SOLE   13,737 0 0
MORGAN STANLEY A 617446448 BBG000BLZRJ2 1,886,414 23,098 SH   SOLE   23,098 0 0
MSC INDUSTRIAL DIRECT CO A 553530106 BBG000BCLYL9 1,435,247 14,623 SH   SOLE   14,623 0 0
NASDAQ INC A 631103108 BBG000F5VVB6 471,857 9,711 SH   SOLE   9,711 0 0
NETAPP INC A 64110D104 BBG000FP1N32 822,767 10,843 SH   SOLE   10,843 0 0
NETSCOUT SYSTEMS INC A 64115T104 BBG000C136Z8 500,689 17,869 SH   SOLE   17,869 0 0
NEWELL BRANDS INC A 651229106 BBG000BQC9V2 224,793 24,894 SH   SOLE   24,894 0 0
NEWMONT CORP A 651639106 BBG000BPWXK1 532,745 14,418 SH   SOLE   14,418 0 0
NEWPARK RESOURCES INC A 651718504 BBG000C2HWL9 100,361 14,524 SH   SOLE   14,524 0 0
NEXTERA ENERGY INC A 65339F101 BBG000BJSBJ0 1,512,227 26,396 SH   SOLE   26,396 0 0
NISOURCE INC A 65473P105 BBG000BPZBB6 1,125,309 45,596 SH   SOLE   45,596 0 0
NORTHERN OIL AND GAS INC A 665531307 BBG000DRTDR6 201,150 5,000 SH   SOLE   5,000 0 0
NORTHERN TRUST CORP A 665859104 BBG000BQ74K1 697,093 10,033 SH   SOLE   10,033 0 0
NOW INC A 67011P100 BBG005BLN209 168,566 14,201 SH   SOLE   14,201 0 0
NRG ENERGY INC A 629377508 BBG000D8RG11 338,129 8,778 SH   SOLE   8,778 0 0
NUTANIX INC A 67059N108 BBG001NDW1Z7 621,422 17,816 SH   SOLE   17,816 0 0
NUTRIEN LTD A 67077M108 BBG00JM9XLN6 702,088 11,368 SH   SOLE   11,368 0 0
NVENT ELECTRIC PLC A G6700G107 BBG00GNT7999 959,914 18,115 SH   SOLE   18,115 0 0
OGE ENERGY CORP A 670837103 BBG000BQGLS5 561,910 16,859 SH   SOLE   16,859 0 0
OKTA INC A 679295105 BBG001YV1SM4 280,965 3,447 SH   SOLE   3,447 0 0
ON HOLDING AG A H5919C104 BBG00LQK89F6 263,094 9,457 SH   SOLE   9,457 0 0
ON SEMICONDUCTOR A 682189105 BBG000DV7MX4 1,567,044 16,859 SH   SOLE   16,859 0 0
ONEMAIN HOLDINGS INC A 68268W103 BBG005497GZ3 314,065 7,834 SH   SOLE   7,834 0 0
OPEN TEXT CORP A 683715106 BBG000K712R6 378,940 10,796 SH   SOLE   10,796 0 0
OPTION CARE HEALTH INC A 68404L201 BBG000BQK480 472,504 14,606 SH   SOLE   14,606 0 0
ORASURE TECHNOLOGIES INC A 68554V108 BBG000J3D1Y8 102,156 17,227 SH   SOLE   17,227 0 0
OTIS WORLDWIDE CORP A 68902V107 BBG00RP60KV0 514,386 6,405 SH   SOLE   6,405 0 0
OWENS CORNING A 690742101 BBG000M44VW8 1,456,040 10,674 SH   SOLE   10,674 0 0
PACIFIC PREMIER BANCORP INC A 69478X105 BBG000BNS256 243,146 11,174 SH   SOLE   11,174 0 0
PALANTIR TECHNOLOGIES INC A 69608A108 BBG000N7QR55 315,216 19,701 SH   SOLE   19,701 0 0
PAPA JOHN'S INTL INC A 698813102 BBG000BFWF13 968,860 14,202 SH   SOLE   14,202 0 0
PATTERSON COS INC A 703395103 BBG000BQY289 219,099 7,392 SH   SOLE   7,392 0 0
PATTERSON-UTI ENERGY INC A 703481101 BBG000BKXFN7 477,508 34,502 SH   SOLE   34,502 0 0
PAYCHEX INC A 704326107 BBG000BQSQ38 519,562 4,505 SH   SOLE   4,505 0 0
PAYCOR HCM INC A 70435P102 BBG010FNXMC3 309,552 13,559 SH   SOLE   13,559 0 0
PAYLOCITY HOLDING CORP A 70438V106 BBG006598YS8 272,913 1,502 SH   SOLE   1,502 0 0
PBF ENERGY INC A 69318G106 BBG002832GV8 508,642 9,502 SH   SOLE   9,502 0 0
PENN ENTERTAINMENT INC A 707569109 BBG000CDZLV8 301,999 13,159 SH   SOLE   13,159 0 0
PENTAIR PLC A G7S00T104 BBG000C221G9 446,322 6,893 SH   SOLE   6,893 0 0
PERRIGO CO PLC A G97822103 BBG000CNFQW6 225,343 7,053 SH   SOLE   7,053 0 0
PHOTRONICS INC A 719405102 BBG000BR9JS6 387,365 19,167 SH   SOLE   19,167 0 0
PINNACLE FINANCIAL PARTNERS A 72346Q104 BBG000C1XKF6 290,484 4,333 SH   SOLE   4,333 0 0
PLANET FITNESS INC A 72703H101 BBG009H04M17 447,833 9,106 SH   SOLE   9,106 0 0
POLARIS INC A 731068102 BBG000D5S4M0 585,059 5,618 SH   SOLE   5,618 0 0
PPG INDUSTRIES INC A 693506107 BBG000BRJ809 924,695 7,124 SH   SOLE   7,124 0 0
PREMIER INC A 74051N102 BBG000G7QX50 260,150 12,100 SH   SOLE   12,100 0 0
PRINCIPAL FINANCIAL GROUP A 74251V102 BBG000NSCNT7 547,732 7,600 SH   SOLE   7,600 0 0
PROASSURANCE CORP A 74267C106 BBG000FBWYH0 217,235 11,500 SH   SOLE   11,500 0 0
PROCTER & GAMBLE CO A 742718109 BBG000BR2TH3 1,897,639 13,010 SH   SOLE   13,010 0 0
PROGRESSIVE CORP A 743315103 BBG000BR37X2 348,807 2,504 SH   SOLE   2,504 0 0
PROGYNY INC A 74340E103 BBG002H1K1H1 207,046 6,086 SH   SOLE   6,086 0 0
PVH CORP A 693656100 BBG000BRRG02 428,533 5,601 SH   SOLE   5,601 0 0
QUALCOMM INC A 747525103 BBG000CGC1X8 704,676 6,345 SH   SOLE   6,345 0 0
QUANTA SERVICES INC A 74762E102 BBG000BBL8V7 479,086 2,561 SH   SOLE   2,561 0 0
QUIDELORTHO CORP A 219798105 BBG017TGV7M2 613,317 8,397 SH   SOLE   8,397 0 0
RB GLOBAL INC A 74935Q107 BBG000C1DF05 663,500 10,616 SH   SOLE   10,616 0 0
READY CAPITAL CORP A 75574U101 BBG003TCRRN1 192,110 19,002 SH   SOLE   19,002 0 0
RED ROCK RESORTS INC A 75700L108 BBG00B6G8077 492,984 12,024 SH   SOLE   12,024 0 0
RENAISSANCERE HOLDINGS LTD A G7496G103 BBG000BFVZ83 694,501 3,509 SH   SOLE   3,509 0 0
RESIDEO TECHNOLOGIES INC A 76118Y104 BBG00HY28K89 289,898 18,348 SH   SOLE   18,348 0 0
RESTAURANT BRANDS INTERN A 76131D103 BBG0076WG2V1 406,382 6,100 SH   SOLE   6,100 0 0
REVOLVE GROUP INC A 76156B107 BBG00M4RHBD0 344,524 25,314 SH   SOLE   25,314 0 0
RITHM CAPITAL CORP A 64828T201 BBG003T1GM03 360,480 38,803 SH   SOLE   38,803 0 0
ROYAL GOLD INC A 780287108 BBG000BS5170 345,572 3,250 SH   SOLE   3,250 0 0
RPM INTERNATIONAL INC A 749685103 BBG000DCNK80 1,339,286 14,126 SH   SOLE   14,126 0 0
RTX CORP A 75513E101 BBG000BW8S60 1,266,528 17,598 SH   SOLE   17,598 0 0
RYAN SPECIALTY HOLDINGS INC A 78351F107 BBG011K4W134 315,278 6,514 SH   SOLE   6,514 0 0
SALESFORCE INC A 79466L302 BBG000BN2DC2 1,500,775 7,401 SH   SOLE   7,401 0 0
SANMINA CORP A 801056102 BBG000BHBTX7 255,225 4,702 SH   SOLE   4,702 0 0
SCHLUMBERGER LTD A 806857108 BBG000BT41Q8 343,970 5,900 SH   SOLE   5,900 0 0
SCHNEIDER NATIONAL INC B 80689H102 BBG000DR87M7 369,717 13,352 SH   SOLE   13,352 0 0
SCIENCE APPLICATIONS INTE A 808625107 BBG003BW05K6 977,089 9,258 SH   SOLE   9,258 0 0
SEMPRA A 816851109 BBG000C2ZCH8 1,788,645 26,292 SH   SOLE   26,292 0 0
SHERWIN-WILLIAMS CO/THE A 824348106 BBG000BSXQV7 650,378 2,550 SH   SOLE   2,550 0 0
SMART GLOBAL HOLDINGS INC A G8232Y101 BBG00GLTQCX6 319,691 13,129 SH   SOLE   13,129 0 0
SMARTSHEET INC A 83200N103 BBG00GQK3WB5 465,452 11,504 SH   SOLE   11,504 0 0
STARBUCKS CORP A 855244109 BBG000CTQBF3 1,888,559 20,692 SH   SOLE   20,692 0 0
STRYKER CORP A 863667101 BBG000DN7P92 937,316 3,430 SH   SOLE   3,430 0 0
SUMMIT MATERIALS INC A 86614U100 BBG006K8P6D1 929,093 29,836 SH   SOLE   29,836 0 0
SUNOPTA INC A 8676EP108 BBG000G6JF31 100,746 29,895 SH   SOLE   29,895 0 0
TARGET CORP A 87612E106 BBG000H8TVT2 1,039,137 9,398 SH   SOLE   9,398 0 0
TE CONNECTIVITY LTD A H84989104 BBG000RGM5P1 456,073 3,692 SH   SOLE   3,692 0 0
TECHNIPFMC PLC A G87110105 BBG00DL8NMV2 248,148 12,200 SH   SOLE   12,200 0 0
TELADOC HEALTH INC A 87918A105 BBG0019T5SG0 210,346 11,315 SH   SOLE   11,315 0 0
TERADYNE INC A 880770102 BBG000BV4DR6 345,482 3,439 SH   SOLE   3,439 0 0
TEXAS INSTRUMENTS INC A 882508104 BBG000BVV7G1 1,779,640 11,192 SH   SOLE   11,192 0 0
TEXAS ROADHOUSE INC A 882681109 BBG000PSJMV7 1,879,332 19,556 SH   SOLE   19,556 0 0
THE CIGNA GROUP A 125523100 BBG00KXRCDP0 920,001 3,216 SH   SOLE   3,216 0 0
THERMO FISHER SCIENTIFIC INC A 883556102 BBG000BVDLH9 766,341 1,514 SH   SOLE   1,514 0 0
TIMKEN CO A 887389104 BBG000BV95H9 1,878,478 25,561 SH   SOLE   25,561 0 0
TJX COMPANIES INC A 872540109 BBG000BV8DN6 1,874,746 21,093 SH   SOLE   21,093 0 0
T-MOBILE US INC A 872590104 BBG000NDV1D4 315,533 2,253 SH   SOLE   2,253 0 0
TOLL BROTHERS INC A 889478103 BBG000BVHBM1 238,151 3,220 SH   SOLE   3,220 0 0
TRADE DESK INC A 88339J105 BBG00629NGT2 535,171 6,848 SH   SOLE   6,848 0 0
TWILIO INC A 90138F102 BBG0029ZX840 321,096 5,486 SH   SOLE   5,486 0 0
UIPATH INC A 90364P105 BBG00GKS1G03 287,448 16,800 SH   SOLE   16,800 0 0
ULTA BEAUTY INC A 90384S303 BBG00FWQ4VD6 752,963 1,885 SH   SOLE   1,885 0 0
UNION PACIFIC CORP A 907818108 BBG000BW3299 1,004,303 4,932 SH   SOLE   4,932 0 0
UNIVERSAL DISPLAY CORP A 91347P105 BBG000BLRP41 246,788 1,572 SH   SOLE   1,572 0 0
UNIVERSAL HEALTH SERVICES B 913903100 BBG000CB8Q50 1,161,997 9,242 SH   SOLE   9,242 0 0
US FOODS HOLDING CORP A 912008109 BBG00C6H6D40 1,877,492 47,292 SH   SOLE   47,292 0 0
US SILICA HOLDINGS INC A 90346E103 BBG001XJRMF5 178,069 12,683 SH   SOLE   12,683 0 0
VAIL RESORTS INC A 91879Q109 BBG000BCMWM1 1,031,788 4,650 SH   SOLE   4,650 0 0
VALERO ENERGY CORP A 91913Y100 BBG000BBGGQ1 1,013,368 7,151 SH   SOLE   7,151 0 0
VALLEY NATIONAL BANCORP A 919794107 BBG000D4YTR6 191,932 22,422 SH   SOLE   22,422 0 0
VALVOLINE INC A 92047W101 BBG003DNHV56 334,458 10,374 SH   SOLE   10,374 0 0
VECTOR GROUP LTD A 92240M108 BBG000CXKKZ8 175,837 16,526 SH   SOLE   16,526 0 0
VEEVA SYSTEMS INC A 922475108 BBG001CGB489 431,111 2,119 SH   SOLE   2,119 0 0
VERISIGN INC A 92343E102 BBG000BGKHZ3 1,558,063 7,693 SH   SOLE   7,693 0 0
VERIZON COMMUNICATIONS INC A 92343V104 BBG000HS77T5 431,053 13,300 SH   SOLE   13,300 0 0
VF CORP A 918204108 BBG000BWCKB6 532,220 30,120 SH   SOLE   30,120 0 0
VISTA OUTDOOR INC A 928377100 BBG006F8QZK4 328,120 9,907 SH   SOLE   9,907 0 0
VITAL ENERGY INC A 516806205 BBG000DZCFX4 593,160 10,703 SH   SOLE   10,703 0 0
VOYA FINANCIAL INC A 929089100 BBG000BCWKD6 1,133,371 17,056 SH   SOLE   17,056 0 0
WALMART INC A 931142103 BBG000BWXBC2 431,811 2,700 SH   SOLE   2,700 0 0
WATERS CORP A 941848103 BBG000FQRVM3 721,995 2,633 SH   SOLE   2,633 0 0
WELLS FARGO & CO A 949746101 BBG000BWQFY7 749,985 18,355 SH   SOLE   18,355 0 0
WESTLAKE CORP A 960413102 BBG000PXZFW2 959,460 7,696 SH   SOLE   7,696 0 0
WESTROCK CO A 96145D105 BBG008NXC572 1,688,579 47,167 SH   SOLE   47,167 0 0
WINNEBAGO INDUSTRIES A 974637100 BBG000BWS3F3 485,171 8,161 SH   SOLE   8,161 0 0
WR BERKLEY CORP A 084423102 BBG000BD1HP2 444,938 7,008 SH   SOLE   7,008 0 0
YEXT INC A 98585N106 BBG001MKZGY7 73,130 11,553 SH   SOLE   11,553 0 0