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   758,021 52,787 SH   SOLE   52,787 0 0
3M CO COM 88579Y101   534,949 4,144 SH   SOLE   4,144 0 0
908 DEVICES INC COM 65443P102   23,329 10,604 SH   SOLE   10,604 0 0
A10 NETWORKS INC COM 002121101   2,613,444 142,035 SH   SOLE   142,035 0 0
ABBVIE INC COM 00287Y109   908,758 5,114 SH   SOLE   5,114 0 0
ABSCI CORPORATION COM 00091E109   80,520 30,733 SH   SOLE   30,733 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   8,672,327 24,652 SH   SOLE   24,652 0 0
ACCOLADE INC COM 00437E102   60,890 17,804 SH   SOLE   17,804 0 0
ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109   212,948 35,521 SH   SOLE   35,521 0 0
ADOBE INC COM 00724F101   870,239 1,957 SH   SOLE   1,957 0 0
ADVANCED MICRO DEVICES INC COM 007903107   1,446,339 11,974 SH   SOLE   11,974 0 0
AECOM COM 00766T100   878,167 8,221 SH   SOLE   8,221 0 0
AEROVIRONMENT INC COM 008073108   535,691 3,481 SH   SOLE   3,481 0 0
AGCO CORP COM 001084102   1,697,316 18,157 SH   SOLE   18,157 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101   2,181,107 22,803 SH   SOLE   22,803 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109   1,162,211 11,914 SH   SOLE   11,914 0 0
ALLEGION PLC ORD SHS G0176J109   1,660,943 12,710 SH   SOLE   12,710 0 0
ALPHABET INC CAP STK CL A 02079K305   24,396,605 128,878 SH   SOLE   128,878 0 0
ALPHABET INC CAP STK CL C 02079K107   1,220,720 6,410 SH   SOLE   6,410 0 0
ALTUS POWER INC COM CL A 02217A102   127,615 31,355 SH   SOLE   31,355 0 0
AMAZON COM INC COM 023135106   1,753,365 7,992 SH   SOLE   7,992 0 0
AMERICAN EXPRESS CO COM 025816109   11,650,788 39,256 SH   SOLE   39,256 0 0
AMERICAN TOWER CORP NEW COM 03027X100   1,025,629 5,592 SH   SOLE   5,592 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103   881,389 7,080 SH   SOLE   7,080 0 0
AMERICOLD REALTY TRUST INC COM 03064D108   2,382,847 111,348 SH   SOLE   111,348 0 0
APPLE INC COM 037833100   20,159,060 80,501 SH   SOLE   80,501 0 0
ARCHER AVIATION INC COM CL A 03945R102   1,730,703 177,508 SH   SOLE   177,508 0 0
ARDAGH METAL PACKAGING S A SHS L02235106   1,260,377 418,730 SH   SOLE   418,730 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100   161,510 26,740 SH   SOLE   26,740 0 0
AURORA INNOVATION INC CLASS A COM 051774107   396,572 62,948 SH   SOLE   62,948 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   6,489,239 22,168 SH   SOLE   22,168 0 0
AUTODESK INC COM 052769106   1,316,469 4,454 SH   SOLE   4,454 0 0
BADGER METER INC COM 056525108   3,006,377 14,173 SH   SOLE   14,173 0 0
BALCHEM CORP COM 057665200   2,602,378 15,966 SH   SOLE   15,966 0 0
BALL CORP COM 058498106   2,780,978 50,444 SH   SOLE   50,444 0 0
BEAM THERAPEUTICS INC COM 07373V105   798,510 32,198 SH   SOLE   32,198 0 0
BENTLEY SYS INC COM CL B 08265T208   853,910 18,285 SH   SOLE   18,285 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   2,591,402 5,717 SH   SOLE   5,717 0 0
BERRY GLOBAL GROUP INC COM 08579W103   213,411 3,300 SH   SOLE   3,300 0 0
BEYOND MEAT INC COM 08862E109   2,060,100 547,899 SH   SOLE   547,899 0 0
BLACKBERRY LTD COM 09228F103   4,895,236 1,295,036 SH   SOLE   1,295,036 0 0
BLACKSTONE INC COM COM 09260D107   7,113,187 41,255 SH   SOLE   41,255 0 0
BLADE AIR MOBILITY INC CL A COM 092667104   663,514 156,121 SH   SOLE   156,121 0 0
BLOCK H & R INC COM 093671105   1,058,174 20,026 SH   SOLE   20,026 0 0
BLOCK INC CL A 852234103   1,653,650 19,457 SH   SOLE   19,457 0 0
BOISE CASCADE CO DEL COM 09739D100   841,648 7,081 SH   SOLE   7,081 0 0
BRADY CORP CL A 104674106   279,153 3,780 SH   SOLE   3,780 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   4,847,192 85,700 SH   SOLE   85,700 0 0
BROADCOM INC COM 11135F101   9,548,562 41,186 SH   SOLE   41,186 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   721,227 3,190 SH   SOLE   3,190 0 0
BUTTERFLY NETWORK INC COM CL A 124155102   74,412 23,850 SH   SOLE   23,850 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   788,708 2,625 SH   SOLE   2,625 0 0
CALAVO GROWERS INC COM 128246105   1,442,867 56,583 SH   SOLE   56,583 0 0
CALIFORNIA WTR SVC GROUP COM 130788102   1,943,524 42,875 SH   SOLE   42,875 0 0
CAREDX INC COM 14167L103   200,034 9,343 SH   SOLE   9,343 0 0
CARRIER GLOBAL CORPORATION COM 14448C104   849,974 12,452 SH   SOLE   12,452 0 0
CASELLA WASTE SYS INC CL A 147448104   1,384,524 13,085 SH   SOLE   13,085 0 0
CBOE GLOBAL MKTS INC COM 12503M108   1,155,205 5,912 SH   SOLE   5,912 0 0
CECO ENVIRONMENTAL CORP COM 125141101   660,495 21,849 SH   SOLE   21,849 0 0
CERUS CORP COM 157085101   134,681 87,455 SH   SOLE   87,455 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209   299,008 2,894 SH   SOLE   2,894 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104   5,176,444 27,726 SH   SOLE   27,726 0 0
CISCO SYS INC COM 17275R102   11,031,032 186,335 SH   SOLE   186,335 0 0
CLEAR SECURE INC COM CL A 18467V109   5,097,431 191,345 SH   SOLE   191,345 0 0
CLOROX CO DEL COM 189054109   422,591 2,602 SH   SOLE   2,602 0 0
CLOUDFLARE INC CL A COM 18915M107   5,897,526 54,769 SH   SOLE   54,769 0 0
CNH INDL N V SHS N20944109   2,408,996 212,621 SH   SOLE   212,621 0 0
COGNEX CORP COM 192422103   298,929 8,336 SH   SOLE   8,336 0 0
COGNYTE SOFTWARE LTD ORD SHS M25133105   542,000 62,659 SH   SOLE   62,659 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   2,277,408 9,172 SH   SOLE   9,172 0 0
COMCAST CORP NEW CL A 20030N101   4,300,938 114,600 SH   SOLE   114,600 0 0
COMERICA INC COM 200340107   261,626 4,230 SH   SOLE   4,230 0 0
COMMERCIAL METALS CO COM 201723103   759,723 15,317 SH   SOLE   15,317 0 0
CORNING INC COM 219350105   5,698,788 119,924 SH   SOLE   119,924 0 0
CRISPR THERAPEUTICS AG NAMEN AKT H17182108   1,427,351 36,264 SH   SOLE   36,264 0 0
CROCS INC COM 227046109   871,968 7,961 SH   SOLE   7,961 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   5,923,474 17,312 SH   SOLE   17,312 0 0
CROWN CASTLE INC COM 22822V101   884,002 9,740 SH   SOLE   9,740 0 0
CUMMINS INC COM COM 231021106   7,733,342 22,184 SH   SOLE   22,184 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   5,339,062 16,026 SH   SOLE   16,026 0 0
DANA INC COM 235825205   138,431 11,975 SH   SOLE   11,975 0 0
DARLING INGREDIENTS INC COM 237266101   957,268 28,414 SH   SOLE   28,414 0 0
DATADOG INC CL A COM 23804L103   674,441 4,720 SH   SOLE   4,720 0 0
DEERE & CO COM 244199105   9,270,556 21,880 SH   SOLE   21,880 0 0
DIGITAL RLTY TR INC COM 253868103   1,729,854 9,755 SH   SOLE   9,755 0 0
DOLE PLC ORD SHS G27907107   2,237,065 165,219 SH   SOLE   165,219 0 0
DONALDSON INC COM 257651109   788,871 11,713 SH   SOLE   11,713 0 0
EASTMAN CHEM CO COM 277432100   2,307,017 25,263 SH   SOLE   25,263 0 0
EATON CORP PLC SHS G29183103   6,820,592 20,552 SH   SOLE   20,552 0 0
ECOLAB INC COM 278865100   1,146,059 4,891 SH   SOLE   4,891 0 0
EMERSON ELEC CO COM 291011104   905,557 7,307 SH   SOLE   7,307 0 0
ENDAVA PLC ADS 29260V105   952,802 30,835 SH   SOLE   30,835 0 0
ENERGY RECOVERY INC COM 29270J100   1,016,505 69,150 SH   SOLE   69,150 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107   258,030 8,228 SH   SOLE   8,228 0 0
ENVIRI CORP COM 415864107   139,948 18,175 SH   SOLE   18,175 0 0
EQUINIX INC COM 29444U700   1,754,718 1,861 SH   SOLE   1,861 0 0
EVGO INC CL A COM 30052F100   86,868 21,449 SH   SOLE   21,449 0 0
F5 NETWORK INC COM 315616102   3,039,266 12,086 SH   SOLE   12,086 0 0
FASTENAL CO COM 311900104   4,815,237 66,962 SH   SOLE   66,962 0 0
FLOWSERVE CORP COM 34354P105   897,082 15,596 SH   SOLE   15,596 0 0
FMC CORP COM NEW 302491303   2,615,607 53,808 SH   SOLE   53,808 0 0
FORTINET INC COM 34959E109   5,428,537 57,457 SH   SOLE   57,457 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106   1,537,152 22,496 SH   SOLE   22,496 0 0
FRESH DEL MONTE PRODUCE INC ORD G36738105   2,220,919 66,875 SH   SOLE   66,875 0 0
FREYR BATTERY INC COM NEW 35834F104   189,222 73,342 SH   SOLE   73,342 0 0
FUELCELL ENERGY INC COM NEW 35952H700   121,136 13,400 SH   SOLE   13,400 0 0
GARMIN LTD SHS H2906T109   284,845 1,381 SH   SOLE   1,381 0 0
GE VERNOVA INC COM 36828A101   919,359 2,795 SH   SOLE   2,795 0 0
GEN DIGITAL INC COM 668771108   4,913,642 179,461 SH   SOLE   179,461 0 0
GENERAL DYNAMICS CORP COM 369550108   4,900,914 18,600 SH   SOLE   18,600 0 0
GENERAL MTRS CO COM 37045V100   434,151 8,150 SH   SOLE   8,150 0 0
GENTEX CORP COM 371901109   968,574 33,713 SH   SOLE   33,713 0 0
GITLAB INC CLASS A COM 37637K108   778,475 13,815 SH   SOLE   13,815 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   6,699,654 11,700 SH   SOLE   11,700 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101   2,178,802 80,221 SH   SOLE   80,221 0 0
GREAT LAKES DREDGE & DOCK CO COM 390607109   450,008 39,859 SH   SOLE   39,859 0 0
GREEN PLAINS INC COM 393222104   127,800 13,481 SH   SOLE   13,481 0 0
HA SUSTAINABLE INFRA CAP INC COM 41068X100   812,573 30,286 SH   SOLE   30,286 0 0
HAMILTON LANE INC CL A 407497106   917,910 6,200 SH   SOLE   6,200 0 0
HCA HEALTHCARE INC COM 40412C101   1,043,021 3,475 SH   SOLE   3,475 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103   1,296,875 63,980 SH   SOLE   63,980 0 0
HENRY SCHEIN CORP COM 806407102   927,418 13,402 SH   SOLE   13,402 0 0
HOLOGIC INC COM 436440101   2,232,411 30,967 SH   SOLE   30,967 0 0
HOME DEPOT INC COM 437076102   6,656,008 17,111 SH   SOLE   17,111 0 0
HONEYWELL INTL INC COM COM 438516106   7,587,871 33,591 SH   SOLE   33,591 0 0
HUBBELL INC COM 443510607   859,143 2,051 SH   SOLE   2,051 0 0
IDEXX LABS INC COM 45168D104   1,401,562 3,390 SH   SOLE   3,390 0 0
ILLINOIS TOOL WKS INC COM 452308109   1,216,074 4,796 SH   SOLE   4,796 0 0
ILLUMINA INC COM 452327109   492,827 3,688 SH   SOLE   3,688 0 0
INGLES MKTS INC CL A 457030104   380,196 5,900 SH   SOLE   5,900 0 0
INTEL CORP COM 458140100   1,449,715 72,305 SH   SOLE   72,305 0 0
INTELLIA THERAPEUTICS INC COM 45826J105   637,301 54,657 SH   SOLE   54,657 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101   3,932,505 46,511 SH   SOLE   46,511 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   8,737,363 39,746 SH   SOLE   39,746 0 0
INTERNATIONAL PAPER CO COM 460146103   1,816,317 33,748 SH   SOLE   33,748 0 0
INTUIT COM 461202103   206,148 328 SH   SOLE   328 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   759,974 1,456 SH   SOLE   1,456 0 0
IQVIA HLDGS INC COM 46266C105   954,449 4,857 SH   SOLE   4,857 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102   2,404,278 82,849 SH   SOLE   82,849 0 0
ITRON INC COM 465741106   856,262 7,886 SH   SOLE   7,886 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104   4,692,786 36,922 SH   SOLE   36,922 0 0
JOBY AVIATION INC COMMON STOCK G65163100   713,473 87,758 SH   SOLE   87,758 0 0
JOHNSON & JOHNSON COM 478160104   13,728,921 94,931 SH   SOLE   94,931 0 0
JOHNSON CTLS INTL PLC SHS G51502105   794,983 10,072 SH   SOLE   10,072 0 0
JPMORGAN CHASE & CO COM 46625H100   23,312,517 97,253 SH   SOLE   97,253 0 0
KADANT INC COM 48282T104   1,988,867 5,765 SH   SOLE   5,765 0 0
KENVUE INC COM 49177J102   1,969,367 92,242 SH   SOLE   92,242 0 0
KIMBERLY-CLARK CORP COM 494368103   330,352 2,521 SH   SOLE   2,521 0 0
KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207   904,517 34,288 SH   SOLE   34,288 0 0
LAMB WESTON HLDGS INC COM 513272104   3,439,673 51,469 SH   SOLE   51,469 0 0
LEXINFINTECH HLDGS LTD ADR 528877103   69,803 12,035 SH   SOLE   12,035 0 0
ELI LILLY & CO COM 532457108   235,460 305 SH   SOLE   305 0 0
LINDE PLC SHS G54950103   1,711,523 4,088 SH   SOLE   4,088 0 0
LINDSAY CORP COM 535555106   2,782,415 23,518 SH   SOLE   23,518 0 0
LINEAGE INC COM 53566V106   2,345,084 40,039 SH   SOLE   40,039 0 0
LOCKHEED MARTIN CORP COM 539830109   5,253,011 10,810 SH   SOLE   10,810 0 0
LOWES COS INC COM 548661107   7,909,446 32,048 SH   SOLE   32,048 0 0
LTC PPTYS INC COM 502175102   1,087,116 31,465 SH   SOLE   31,465 0 0
LULULEMON ATHLETICA INC COM 550021109   1,473,426 3,853 SH   SOLE   3,853 0 0
MARKEL CORP COM 570535104   2,320,053 1,344 SH   SOLE   1,344 0 0
MARQETA INC CLASS A COM 57142B104   86,992 22,953 SH   SOLE   22,953 0 0
MASCO CORP COM 574599106   1,432,024 19,733 SH   SOLE   19,733 0 0
MASTERCARD INCORPORATED CL A 57636Q104   451,797 858 SH   SOLE   858 0 0
MCCORMICK & CO INC COM NON VTG 579780206   1,462,512 19,183 SH   SOLE   19,183 0 0
MCDONALDS CORP COM 580135101   7,885,008 27,200 SH   SOLE   27,200 0 0
MEDTRONIC PLC SHS G5960L103   6,351,978 79,519 SH   SOLE   79,519 0 0
MERCK & CO INC COM 58933Y105   13,933,567 140,064 SH   SOLE   140,064 0 0
META PLATFORMS INC CL A 30303M102   2,997,226 5,119 SH   SOLE   5,119 0 0
METLIFE INC COM 59156R108   12,400,808 151,451 SH   SOLE   151,451 0 0
MICROSOFT CORP COM 594918104   44,573,625 105,750 SH   SOLE   105,750 0 0
MIDDLESEX WTR CO COM 596680108   987,707 18,767 SH   SOLE   18,767 0 0
MISSION PRODUCE INC COM 60510V108   640,112 44,545 SH   SOLE   44,545 0 0
MITEK SYS INC COM NEW 606710200   1,546,558 138,954 SH   SOLE   138,954 0 0
MONDELEZ INTL INC CL A 609207105   8,232,168 137,823 SH   SOLE   137,823 0 0
MORGAN STANLEY COM NEW 617446448   317,066 2,522 SH   SOLE   2,522 0 0
MORNINGSTAR INC COM 617700109   959,429 2,849 SH   SOLE   2,849 0 0
MSCI INC COM 55354G100   393,007 655 SH   SOLE   655 0 0
NASDAQ INC COM 631103108   325,166 4,206 SH   SOLE   4,206 0 0
NATERA INC COM 632307104   612,463 3,869 SH   SOLE   3,869 0 0
NEOGEN CORP COM 640491106   1,685,663 138,852 SH   SOLE   138,852 0 0
NETSCOUT SYS INC COM 64115T104   2,711,724 125,195 SH   SOLE   125,195 0 0
NIKE INC CL B 654106103   2,497,110 33,000 SH   SOLE   33,000 0 0
NVIDIA CORPORATION COM 67066G104   1,646,127 12,258 SH   SOLE   12,258 0 0
NXP SEMICONDUCTORS N V COM N6596X109   5,902,940 28,400 SH   SOLE   28,400 0 0
OATLY GROUP AB SPONSORED ADS 67421J108   282,092 425,607 SH   SOLE   425,607 0 0
O-I GLASS INC COM 67098H104   2,819,582 260,109 SH   SOLE   260,109 0 0
OKTA INC CL A 679295105   5,195,363 65,931 SH   SOLE   65,931 0 0
OMEGA HEALTHCARE INVS INC COM 681936100   1,064,380 28,121 SH   SOLE   28,121 0 0
ONESPAN INC COM 68287N100   1,986,913 107,169 SH   SOLE   107,169 0 0
ORACLE CORP COM 68389X105   12,371,520 74,241 SH   SOLE   74,241 0 0
ORMAT TECHNOLOGIES INC COM 686688102   1,513,745 22,353 SH   SOLE   22,353 0 0
OWENS CORNING NEW COM 690742101   1,890,722 11,101 SH   SOLE   11,101 0 0
PACIFIC BIOSCIENCES CALIF IN COM 69404D108   299,172 163,482 SH   SOLE   163,482 0 0
PAGERDUTY INC COM 69553P100   709,018 38,829 SH   SOLE   38,829 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   4,536,363 59,981 SH   SOLE   59,981 0 0
PALO ALTO NETWORKS INC COM 697435105   4,644,165 25,523 SH   SOLE   25,523 0 0
PAYCHEX INC COM 704326107   4,575,098 32,628 SH   SOLE   32,628 0 0
PAYONEER GLOBAL INC COM 70451X104   102,067 10,166 SH   SOLE   10,166 0 0
PENTAIR PLC SHS G7S00T104   724,809 7,202 SH   SOLE   7,202 0 0
PEPSICO INC COM 713448108   13,138,592 86,404 SH   SOLE   86,404 0 0
PERSONALIS INC COM 71535D106   145,471 25,168 SH   SOLE   25,168 0 0
PFIZER INC COM 717081103   6,852,964 258,310 SH   SOLE   258,310 0 0
PHOTRONICS INC COM 719405102   202,616 8,600 SH   SOLE   8,600 0 0
PINNACLE FINL PARTNERS INC COM 72346Q104   1,172,955 10,254 SH   SOLE   10,254 0 0
PINTEREST INC CL A 72352L106   1,132,160 39,040 SH   SOLE   39,040 0 0
PLANET LABS PBC COM CL A 72703X106   608,695 150,667 SH   SOLE   150,667 0 0
POWELL INDS INC COM 739128106   252,459 1,139 SH   SOLE   1,139 0 0
PPG INDS INC COM 693506107   7,482,706 62,643 SH   SOLE   62,643 0 0
PRIME MEDICINE INC COM 74168J101   177,200 60,685 SH   SOLE   60,685 0 0
PROCTER & GAMBLE CO COM 742718109   6,589,148 39,303 SH   SOLE   39,303 0 0
PUBLIC SVC ENTERPRISE GRP INC COM 744573106   6,586,671 77,958 SH   SOLE   77,958 0 0
PURE STORAGE INC CL A 74624M102   568,842 9,260 SH   SOLE   9,260 0 0
PURECYCLE TECHNOLOGIES INC COM 74623V103   117,486 11,462 SH   SOLE   11,462 0 0
QUALCOMM INC COM 747525103   5,377,775 35,007 SH   SOLE   35,007 0 0
QUALYS INC COM 74758T303   5,044,695 35,977 SH   SOLE   35,977 0 0
QUANTA SVCS INC COM 74762E102   1,082,155 3,424 SH   SOLE   3,424 0 0
QUANTUM SI INC COM CL A 74765K105   91,535 33,902 SH   SOLE   33,902 0 0
RADIUS RECYCLING INC CL A 806882106   309,742 20,351 SH   SOLE   20,351 0 0
RADWARE LTD ORD M81873107   1,195,171 53,048 SH   SOLE   53,048 0 0
RAPID7 INC COM 753422104   5,172,411 128,571 SH   SOLE   128,571 0 0
RECURSION PHARMACEUTICALS IN CL A 75629V104   1,355,177 200,470 SH   SOLE   200,470 0 0
RENEW ENERGY GLOBAL PLC CL A SHS G7500M104   318,654 46,655 SH   SOLE   46,655 0 0
REPAY HLDGS CORP COM CL A 76029L100   106,439 13,950 SH   SOLE   13,950 0 0
REPUBLIC SVCS INC COM 760759100   2,380,764 11,834 SH   SOLE   11,834 0 0
ROBINHOOD MKTS INC COM CL A 770700102   1,410,030 37,843 SH   SOLE   37,843 0 0
ROBLOX CORP CL A 771049103   2,938,536 50,787 SH   SOLE   50,787 0 0
ROCKET LAB USA INC COM 773122106   1,134,714 44,551 SH   SOLE   44,551 0 0
ROCKWELL AUTOMATION INC COM 773903109   4,286,850 15,000 SH   SOLE   15,000 0 0
ROKU INC COM CL A 77543R102   2,326,024 31,289 SH   SOLE   31,289 0 0
ROPER TECHNOLOGIES INC COM 776696106   1,415,552 2,723 SH   SOLE   2,723 0 0
RTX CORPORATION COM 75513E101   2,656,005 22,952 SH   SOLE   22,952 0 0
S&P GLOBAL INC COM 78409V104   2,389,050 4,797 SH   SOLE   4,797 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104   1,097,259 5,384 SH   SOLE   5,384 0 0
SENSIENT TECHNOLOGIES CORP COM 81725T100   2,059,343 28,899 SH   SOLE   28,899 0 0
SENTINELONE INC CL A 81730H109   4,813,937 216,844 SH   SOLE   216,844 0 0
SHOPIFY INC CL A 82509L107   2,573,718 24,205 SH   SOLE   24,205 0 0
SJW GROUP COM 784305104   1,232,026 25,031 SH   SOLE   25,031 0 0
SMURFIT WESTROCK PLC SHS G8267P108   1,914,777 35,551 SH   SOLE   35,551 0 0
SOFI TECHNOLOGIES INC COM 83406F102   407,807 26,481 SH   SOLE   26,481 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   141,154 10,379 SH   SOLE   10,379 0 0
SOUTHERN CO COM 842587107   463,050 5,625 SH   SOLE   5,625 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   669,280 1,496 SH   SOLE   1,496 0 0
STANDARD BIOTOOLS INC COM 34385P108   22,012 12,578 SH   SOLE   12,578 0 0
STATE STR CORP COM 857477103   1,641,068 16,720 SH   SOLE   16,720 0 0
STEEL DYNAMICS INC COM 858119100   745,105 6,532 SH   SOLE   6,532 0 0
STERIS PLC SHS USD G8473T100   896,653 4,362 SH   SOLE   4,362 0 0
STRYKER CORPORATION COM 863667101   6,377,926 17,714 SH   SOLE   17,714 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104   107,695 31,398 SH   SOLE   31,398 0 0
SUNRUN INC COM 86771W105   121,305 13,114 SH   SOLE   13,114 0 0
SYNOPSYS INC COM 871607107   298,496 615 SH   SOLE   615 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   28,367,266 143,639 SH   SOLE   143,639 0 0
TANDEM DIABETES CARE INC COM NEW 875372203   426,873 11,851 SH   SOLE   11,851 0 0
TE CONNECTIVITY PLC ORD SHS G87052109   2,589,616 18,113 SH   SOLE   18,113 0 0
TEMPUS AI INC CL A 88023B103   814,730 24,133 SH   SOLE   24,133 0 0
TENABLE HLDGS INC COM 88025T102   4,808,534 122,106 SH   SOLE   122,106 0 0
TERADYNE INC COM 880770102   3,560,766 28,278 SH   SOLE   28,278 0 0
TEREX CORP NEW COM 880779103   784,307 16,969 SH   SOLE   16,969 0 0
TESLA INC COM 88160R101   5,593,588 13,851 SH   SOLE   13,851 0 0
TETRA TECHNOLOGIES INC DEL COM 88162G103   905,364 22,725 SH   SOLE   22,725 0 0
THE TRADE DESK INC COM CL A 88339J105   728,568 6,199 SH   SOLE   6,199 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   1,426,471 2,742 SH   SOLE   2,742 0 0
TJX COS INC NEW COM 872540109   2,883,493 23,868 SH   SOLE   23,868 0 0
T-MOBILE US INC COM 872590104   1,670,705 7,569 SH   SOLE   7,569 0 0
TRACTOR SUPPLY CO COM 892356106   2,929,177 55,205 SH   SOLE   55,205 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   1,453,762 3,936 SH   SOLE   3,936 0 0
TREX CO INC COM 89531P105   927,832 13,441 SH   SOLE   13,441 0 0
TRIMBLE INC COM 896239100   525,428 7,436 SH   SOLE   7,436 0 0
TWIST BIOSCIENCE CORP COM 90184D100   1,153,153 24,815 SH   SOLE   24,815 0 0
UIPATH INC CL A 90364P105   1,404,785 110,526 SH   SOLE   110,526 0 0
UNION PAC CORP COM 907818108   1,383,975 6,069 SH   SOLE   6,069 0 0
UNITEDHEALTH GROUP INC COM 91324P102   7,172,589 14,179 SH   SOLE   14,179 0 0
UNITY SOFTWARE INC COM 91332U101   969,962 43,167 SH   SOLE   43,167 0 0
US BANCORP DEL COM NEW 902973304   3,418,506 71,472 SH   SOLE   71,472 0 0
UNITED PARCEL SERVICE INC CL B 911312106   9,676,914 76,740 SH   SOLE   76,740 0 0
VALMONT INDS INC COM 920253101   1,831,127 5,971 SH   SOLE   5,971 0 0
VARONIS SYS INC COM 922280102   4,620,276 103,990 SH   SOLE   103,990 0 0
VENTAS INC COM 92276F100   1,186,751 20,152 SH   SOLE   20,152 0 0
VERACYTE INC COM 92337F107   718,978 18,156 SH   SOLE   18,156 0 0
VERALTO CORP COM SHS 92338C103   922,252 9,055 SH   SOLE   9,055 0 0
VERISIGN INC COM 92343E102   6,052,959 29,247 SH   SOLE   29,247 0 0
VERISK ANALYTICS INC COM 92345Y106   918,008 3,333 SH   SOLE   3,333 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   4,355,511 108,915 SH   SOLE   108,915 0 0
VISA INC COM CL A 92826C839   11,472,884 36,302 SH   SOLE   36,302 0 0
DISNEY WALT CO COM 254687106   5,978,382 53,690 SH   SOLE   53,690 0 0
WASTE MGMT INC DEL COM 94106L109   11,154,346 55,277 SH   SOLE   55,277 0 0
WATTS WATER TECHNOLOGIES INC CL A 942749102   907,938 4,466 SH   SOLE   4,466 0 0
WD 40 CO COM 929236107   1,184,521 4,881 SH   SOLE   4,881 0 0
WELLTOWER INC COM 95040Q104   1,293,320 10,262 SH   SOLE   10,262 0 0
WESTAMERICA BANCORPORATION COM 957090103   253,644 4,835 SH   SOLE   4,835 0 0
WEX INC COM 96208T104   626,594 3,574 SH   SOLE   3,574 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104   838,757 29,796 SH   SOLE   29,796 0 0
WOLFSPEED INC COM COM 977852102   105,401 15,826 SH   SOLE   15,826 0 0
XPENG INC SPON ADS ADS 98422D105   719,342 60,858 SH   SOLE   60,858 0 0
XYLEM INC COM 98419M100   3,067,685 26,441 SH   SOLE   26,441 0 0
YETI HLDGS INC COM 98585X104   1,077,702 27,985 SH   SOLE   27,985 0 0
ZOETIS INC CL A 98978V103   1,472,235 9,036 SH   SOLE   9,036 0 0
ZSCALER INC COM 98980G102   4,757,592 26,371 SH   SOLE   26,371 0 0
ZURN ELKAY WATER SOLNS CORP COM 98983L108   836,975 22,439 SH   SOLE   22,439 0 0