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
3M CO COM 88579Y101 BBG000BP5522 871,476 8,528 SH   SOLE N/A 8,528 0 0
ABERCROMBIE & FITCH CO CL A 002896207 BBG000H9G9Y7 841,717 4,733 SH   SOLE N/A 4,733 0 0
ACUITY BRANDS INC COM 00508Y102 BBG000BJ5KS5 649,232 2,689 SH   SOLE N/A 2,689 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 BBG000F7RFH6 255,600 4,036 SH   SOLE N/A 4,036 0 0
AES CORP COM 00130H105 BBG000C23NG0 457,154 26,019 SH   SOLE N/A 26,019 0 0
AFFILIATED MANAGERS GROUP IN COM 008252108 BBG000C06204 450,567 2,884 SH   SOLE N/A 2,884 0 0
AFFIRM HLDGS INC COM CL A 00827B106 BBG00Y7BPBD7 385,510 12,761 SH   SOLE N/A 12,761 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 BBG000C2V541 870,465 6,715 SH   SOLE N/A 6,715 0 0
AGNICO EAGLE MINES LTD COM 008474108 BBG000DLVGV4 589,450 9,013 SH   SOLE N/A 9,013 0 0
AIR LEASE CORP CL A 00912X302 BBG001DKFMS3 354,099 7,450 SH   SOLE N/A 7,450 0 0
AIR PRODS & CHEMS INC COM 009158106 BBG000BC4LR0 1,884,281 7,302 SH   SOLE N/A 7,302 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 BBG000BJR6K0 793,425 8,808 SH   SOLE N/A 8,808 0 0
ALASKA AIR GROUP INC COM 011659109 BBG000BBL222 1,832,948 45,370 SH   SOLE N/A 45,370 0 0
ALBERTSONS COS INC COMMON STOCK 013091103 BBG009KG17B3 929,356 47,056 SH   SOLE N/A 47,056 0 0
ALCOA CORP COM 013872106 BBG00B3T3HK5 2,098,753 52,759 SH   SOLE N/A 52,759 0 0
ALIGHT INC COM CL A 01626W101 BBG00NBPFSZ5 649,831 88,053 SH   SOLE N/A 88,053 0 0
ALIGN TECHNOLOGY INC COM 016255101 BBG000BRNWJ1 852,248 3,530 SH   SOLE N/A 3,530 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 BBG001KY3881 498,891 6,573 SH   SOLE N/A 6,573 0 0
ALLSTATE CORP COM 020002101 BBG000BVMJ93 688,454 4,312 SH   SOLE N/A 4,312 0 0
ALLY FINL INC COM 02005N100 BBG001LYYYZ9 1,745,401 43,998 SH   SOLE N/A 43,998 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S4MT03 914,939 5,023 SH   SOLE N/A 5,023 0 0
AMCOR PLC ORD G0250X107 BBG00LNJRTX7 153,791 15,725 SH   SOLE N/A 15,725 0 0
AMDOCS LTD SHS G02602103 BBG000C3N682 1,111,509 14,084 SH   SOLE N/A 14,084 0 0
AMEREN CORP COM 023608102 BBG000B9XB97 823,667 11,583 SH   SOLE N/A 11,583 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 BBG005P7Q8V5 158,790 14,015 SH   SOLE N/A 14,015 0 0
AMERICAN ELEC PWR CO INC COM 025537101 BBG000BB9X46 216,806 2,471 SH   SOLE N/A 2,471 0 0
AMERICAN FINL GROUP INC OHIO COM 025932104 BBG000DPKMB6 206,059 1,675 SH   SOLE N/A 1,675 0 0
AMETEK INC COM 031100100 BBG000B9XKF0 1,852,315 11,111 SH   SOLE N/A 11,111 0 0
AMN HEALTHCARE SVCS INC COM 001744101 BBG000BCT3F6 397,391 7,757 SH   SOLE N/A 7,757 0 0
AMPHENOL CORP NEW CL A 032095101 BBG000B9YL12 3,733,780 55,422 SH   SOLE N/A 55,422 0 0
API GROUP CORP COM STK 00187Y100 BBG00HXKRH13 588,006 15,626 SH   SOLE N/A 15,626 0 0
APPLE INC COM 037833100 BBG000B9Y5X2 414,500 1,968 SH   SOLE N/A 1,968 0 0
APTARGROUP INC COM 038336103 BBG000BGX4L3 238,110 1,691 SH   SOLE N/A 1,691 0 0
APTIV PLC SHS G6095L109 BBG001QD41R4 1,908,805 27,106 SH   SOLE N/A 27,106 0 0
ARCH RESOURCES INC CL A 03940R107 BBG00DZB5DC1 403,410 2,650 SH   SOLE N/A 2,650 0 0
ASSURANT INC COM 04621X108 BBG000BZX2Z0 432,583 2,602 SH   SOLE N/A 2,602 0 0
ATKORE INC COM 047649108 BBG00CG8MD78 682,746 5,060 SH   SOLE N/A 5,060 0 0
ATMUS FILTRATION TECHNOLOGIE COM 04956D107 BBG01FJKMGP3 1,117,614 38,833 SH   SOLE N/A 38,833 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 BBG000JG1MT2 3,694,683 15,479 SH   SOLE N/A 15,479 0 0
AVERY DENNISON CORP COM 053611109 BBG000BCQ742 949,816 4,344 SH   SOLE N/A 4,344 0 0
AVIS BUDGET GROUP COM 053774105 BBG000FLRB48 805,640 7,708 SH   SOLE N/A 7,708 0 0
AXCELIS TECHNOLOGIES INC COM NEW 054540208 BBG000DW4H02 619,095 4,354 SH   SOLE N/A 4,354 0 0
BAKER HUGHES COMPANY CL A 05722G100 BBG00GCRFYW5 1,052,603 29,929 SH   SOLE N/A 29,929 0 0
BANK AMERICA CORP COM 060505104 BBG000BCTN44 1,667,994 41,941 SH   SOLE N/A 41,941 0 0
BARRICK GOLD CORP COM 067901108 BBG000BB0BD3 1,779,055 106,658 SH   SOLE N/A 106,658 0 0
BATH & BODY WORKS INC COM 070830104 BBG000BNGW17 2,199,062 56,314 SH   SOLE N/A 56,314 0 0
BECTON DICKINSON & CO COM 075887109 BBG000BD00Y0 2,262,313 9,680 SH   SOLE N/A 9,680 0 0
BERKLEY W R CORP COM 084423102 BBG000BD1KV8 324,378 4,128 SH   SOLE N/A 4,128 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG000DWH8Q0 1,871,280 4,600 SH   SOLE N/A 4,600 0 0
BEST BUY INC COM 086516101 BBG000BCWFH3 2,762,352 32,772 SH   SOLE N/A 32,772 0 0
BILL HOLDINGS INC COM 090043100 BBG00QVJV6Z0 1,403,428 26,671 SH   SOLE N/A 26,671 0 0
BLOCK INC CL A 852234103 BBG00B6KP747 2,575,731 39,940 SH   SOLE N/A 39,940 0 0
BLUE OWL CAPITAL INC COM CL A 09581B103 BBG00YDFZCY5 597,305 33,651 SH   SOLE N/A 33,651 0 0
BOEING CO COM 097023105 BBG000BCSV38 1,042,553 5,728 SH   SOLE N/A 5,728 0 0
BOISE CASCADE CO DEL COM 09739D100 BBG003MSHM91 451,605 3,788 SH   SOLE N/A 3,788 0 0
BORGWARNER INC COM 099724106 BBG000BJ4D93 728,044 22,582 SH   SOLE N/A 22,582 0 0
BOSTON SCIENTIFIC CORP COM 101137107 BBG000C0LY07 2,689,651 34,926 SH   SOLE N/A 34,926 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 BBG000DQLWT2 1,054,239 25,385 SH   SOLE N/A 25,385 0 0
BROADCOM INC COM 11135F101 BBG00KHY5SQ7 3,069,773 1,912 SH   SOLE N/A 1,912 0 0
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 113004105 BBG01BPHNY36 340,205 8,941 SH   SOLE N/A 8,941 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 BBG000BKD5G9 2,278,921 16,465 SH   SOLE N/A 16,465 0 0
BUNGE GLOBAL SA COM SHS H11356104 BBG01JZ9SZ92 379,140 3,551 SH   SOLE N/A 3,551 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 BBG000BTCSJ8 996,197 11,305 SH   SOLE N/A 11,305 0 0
C3 AI INC CL A 12468P104 BBG00Y6G6X77 672,104 23,208 SH   SOLE N/A 23,208 0 0
CACI INTL INC CL A 127190304 BBG000KQYD03 430,990 1,002 SH   SOLE N/A 1,002 0 0
CALIX INC COM 13100M509 BBG000PXJBS4 220,481 6,223 SH   SOLE N/A 6,223 0 0
CAPITAL ONE FINL CORP COM 14040H105 BBG000BGKVR1 556,569 4,020 SH   SOLE N/A 4,020 0 0
CARLISLE COS INC COM 142339100 BBG000BGGG80 847,699 2,092 SH   SOLE N/A 2,092 0 0
CARLYLE GROUP INC COM 14316J108 BBG0021VH998 1,164,230 28,997 SH   SOLE N/A 28,997 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 BBG00RP5HYX2 998,872 15,835 SH   SOLE N/A 15,835 0 0
CARVANA CO CL A 146869102 BBG00GCTWDM9 1,906,472 14,811 SH   SOLE N/A 14,811 0 0
CENCORA INC COM 03073E105 BBG000MDCSN6 201,644 895 SH   SOLE N/A 895 0 0
CHARLES RIV LABS INTL INC COM 159864107 BBG000BG5DL4 245,210 1,187 SH   SOLE N/A 1,187 0 0
CHENIERE ENERGY INC COM NEW 16411R208 BBG000C3HV48 5,091,224 29,121 SH   SOLE N/A 29,121 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 BBG000QX7705 700,678 11,184 SH   SOLE N/A 11,184 0 0
CINCINNATI FINL CORP COM 172062101 BBG000BFPVV3 473,345 4,008 SH   SOLE N/A 4,008 0 0
CITIZENS FINL GROUP INC COM 174610105 BBG006Q0HYC1 3,027,385 84,024 SH   SOLE N/A 84,024 0 0
CME GROUP INC COM 12572Q105 BBG000BHMC53 4,363,734 22,196 SH   SOLE N/A 22,196 0 0
CMS ENERGY CORP COM 125896100 BBG000BFVZB9 1,587,963 26,675 SH   SOLE N/A 26,675 0 0
COCA COLA CO COM 191216100 BBG000BMX4N8 4,299,876 67,555 SH   SOLE N/A 67,555 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 BBG00ZGF7J39 802,473 3,611 SH   SOLE N/A 3,611 0 0
COMERICA INC COM 200340107 BBG000C75Q34 707,874 13,869 SH   SOLE N/A 13,869 0 0
COMMERCIAL METALS CO COM 201723103 BBG000BFSPW2 408,246 7,424 SH   SOLE N/A 7,424 0 0
CONAGRA BRANDS INC COM 205887102 BBG000BDXHW9 1,500,008 52,780 SH   SOLE N/A 52,780 0 0
CONFLUENT INC CLASS A COM 20717M103 BBG011B9MN81 1,188,523 40,248 SH   SOLE N/A 40,248 0 0
CONMED CORP COM 207410101 BBG000BFZWR5 294,263 4,245 SH   SOLE N/A 4,245 0 0
CONOCOPHILLIPS COM 20825C104 BBG000BQQJR0 3,729,246 32,604 SH   SOLE N/A 32,604 0 0
CONSOLIDATED EDISON INC COM 209115104 BBG000BHM0P7 1,059,985 11,854 SH   SOLE N/A 11,854 0 0
COOPER COS INC COM 216648501 BBG000BG3DT8 4,078,220 46,715 SH   SOLE N/A 46,715 0 0
COPA HOLDINGS SA CL A P31076105 BBG000C298Z6 267,551 2,811 SH   SOLE N/A 2,811 0 0
CORE & MAIN INC CL A 21874C102 BBG01163K313 1,039,535 21,241 SH   SOLE N/A 21,241 0 0
CORTEVA INC COM 22052L104 BBG00MV4Q7P7 418,035 7,750 SH   SOLE N/A 7,750 0 0
COSTAR GROUP INC COM 22160N109 BBG000D7KY11 2,132,637 28,765 SH   SOLE N/A 28,765 0 0
COTERRA ENERGY INC COM 127097103 BBG000C3GR48 505,156 18,941 SH   SOLE N/A 18,941 0 0
COUPANG INC CL A 22266T109 BBG00Z8KZ6Y0 1,082,885 51,689 SH   SOLE N/A 51,689 0 0
CREDICORP LTD COM G2519Y108 BBG000FKXBN2 280,392 1,738 SH   SOLE N/A 1,738 0 0
CRH PLC ORD G25508105 BBG000D3JZW5 1,871,651 24,962 SH   SOLE N/A 24,962 0 0
CROCS INC COM 227046109 BBG000BLYJ29 251,747 1,725 SH   SOLE N/A 1,725 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 BBG00P4Y2WY5 3,170,131 8,273 SH   SOLE N/A 8,273 0 0
CROWN HLDGS INC COM 228368106 BBG000BF68R0 628,893 8,454 SH   SOLE N/A 8,454 0 0
CULLEN FROST BANKERS INC COM 229899109 BBG000C2PN67 319,220 3,141 SH   SOLE N/A 3,141 0 0
D R HORTON INC COM 23331A109 BBG000DQTZG1 261,707 1,857 SH   SOLE N/A 1,857 0 0
DARDEN RESTAURANTS INC COM 237194105 BBG000BBP059 2,766,584 18,283 SH   SOLE N/A 18,283 0 0
DAYFORCE INC COM 15677J108 BBG00KG0HRN4 1,145,810 23,101 SH   SOLE N/A 23,101 0 0
DECKERS OUTDOOR CORP COM 243537107 BBG000BKY175 241,020 249 SH   SOLE N/A 249 0 0
DELL TECHNOLOGIES INC CL C 24703L202 BBG00MS83205 526,402 3,817 SH   SOLE N/A 3,817 0 0
DENTSPLY SIRONA INC COM 24906P109 BBG000BX5KG7 539,227 21,647 SH   SOLE N/A 21,647 0 0
DEVON ENERGY CORP NEW COM 25179M103 BBG000BBVMM5 4,852,670 102,377 SH   SOLE N/A 102,377 0 0
DEXCOM INC COM 252131107 BBG000QTFGV1 525,856 4,638 SH   SOLE N/A 4,638 0 0
DICKS SPORTING GOODS INC COM 253393102 BBG000F70ZJ9 2,371,944 11,040 SH   SOLE N/A 11,040 0 0
DIGITALOCEAN HLDGS INC COM 25402D102 BBG00ZGF6SX7 385,551 11,095 SH   SOLE N/A 11,095 0 0
DISNEY WALT CO COM 254687106 BBG000BH4SB1 5,168,740 52,057 SH   SOLE N/A 52,057 0 0
DOLLAR GEN CORP NEW COM 256677105 BBG000NV1PS8 2,421,925 18,316 SH   SOLE N/A 18,316 0 0
DOLLAR TREE INC COM 256746108 BBG000BSCDT2 1,233,087 11,549 SH   SOLE N/A 11,549 0 0
DOORDASH INC CL A 25809K105 BBG00S1N9N06 2,722,872 25,031 SH   SOLE N/A 25,031 0 0
DRAFTKINGS INC NEW COM CL A 26142V105 BBG0140DYV50 2,169,354 56,834 SH   SOLE N/A 56,834 0 0
DT MIDSTREAM INC COMMON STOCK 23345M107 BBG011BXRSR1 1,782,853 25,100 SH   SOLE N/A 25,100 0 0
DUN & BRADSTREET HLDGS INC COM 26484T106 BBG00VCZXB36 226,870 24,500 SH   SOLE N/A 24,500 0 0
DUPONT DE NEMOURS INC COM 26614N102 BBG00CCS9JW2 1,772,551 22,022 SH   SOLE N/A 22,022 0 0
DUTCH BROS INC CL A 26701L100 BBG01282ZHG8 336,251 8,122 SH   SOLE N/A 8,122 0 0
DYNATRACE INC COM NEW 268150109 BBG00PNN7C86 4,805,300 107,405 SH   SOLE N/A 107,405 0 0
EAST WEST BANCORP INC COM 27579R104 BBG000CR3D95 699,273 9,549 SH   SOLE N/A 9,549 0 0
EATON CORP PLC SHS G29183103 BBG000BJ3QG7 5,546,072 17,688 SH   SOLE N/A 17,688 0 0
ELASTIC N V ORD SHS N14506104 BBG00LWZDYG4 221,897 1,948 SH   SOLE N/A 1,948 0 0
EMCOR GROUP INC COM 29084Q100 BBG000BBRRG6 964,176 2,641 SH   SOLE N/A 2,641 0 0
EQUITABLE HLDGS INC COM 29452E101 BBG00J7CBVZ5 319,811 7,827 SH   SOLE N/A 7,827 0 0
EVEREST GROUP LTD COM G3223R108 BBG000C1XXY7 848,151 2,226 SH   SOLE N/A 2,226 0 0
EVERGY INC COM 30034W106 BBG00HY73KG4 1,371,446 25,891 SH   SOLE N/A 25,891 0 0
EXXON MOBIL CORP COM 30231G102 BBG000GZQBJ1 2,544,843 22,106 SH   SOLE N/A 22,106 0 0
FABRINET SHS G3323L100 BBG000HBFT97 773,536 3,160 SH   SOLE N/A 3,160 0 0
FACTSET RESH SYS INC COM 303075105 BBG000BDJMS9 574,028 1,406 SH   SOLE N/A 1,406 0 0
FASTLY INC CL A 31188V100 BBG00NZ1XXV5 586,180 79,536 SH   SOLE N/A 79,536 0 0
FEDERATED HERMES INC CL B 314211103 BBG000BP0BK4 269,452 8,195 SH   SOLE N/A 8,195 0 0
FEDEX CORP COM 31428X106 BBG000BJF3F6 693,230 2,312 SH   SOLE N/A 2,312 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 BBG006N7S6P4 980,048 19,831 SH   SOLE N/A 19,831 0 0
FIFTH THIRD BANCORP COM 316773100 BBG000BJLCJ5 779,098 21,351 SH   SOLE N/A 21,351 0 0
FIRST AMERN FINL CORP COM 31847R102 BBG000V78W00 739,169 13,701 SH   SOLE N/A 13,701 0 0
FIRST CTZNS BANCSHARES INC N CL A 31946M103 BBG000BJCP24 1,442,854 857 SH   SOLE N/A 857 0 0
FIRST HORIZON CORPORATION COM 320517105 BBG000GJ0XT6 272,537 17,282 SH   SOLE N/A 17,282 0 0
FIRST SOLAR INC COM 336433107 BBG000BFLCG6 1,669,531 7,405 SH   SOLE N/A 7,405 0 0
FIRSTENERGY CORP COM 337932107 BBG000BB6PD6 649,901 16,982 SH   SOLE N/A 16,982 0 0
FIVE BELOW INC COM 33829M101 BBG002WLHWX8 1,710,938 15,701 SH   SOLE N/A 15,701 0 0
FIVE9 INC COM 338307101 BBG0067FVMY5 641,214 14,540 SH   SOLE N/A 14,540 0 0
FLEX LTD ORD Y2573F102 BBG000BP6807 1,498,387 50,810 SH   SOLE N/A 50,810 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 BBG007HS9B19 2,884,083 29,012 SH   SOLE N/A 29,012 0 0
FMC CORP COM NEW 302491303 BBG000BJPBC0 982,321 17,069 SH   SOLE N/A 17,069 0 0
FOOT LOCKER INC COM 344849104 BBG000BX8FQ4 490,077 19,666 SH   SOLE N/A 19,666 0 0
FORTIVE CORP COM 34959J108 BBG00BLVZ282 2,960,591 39,954 SH   SOLE N/A 39,954 0 0
FORTUNE BRANDS INNOVATIONS I COM 34964C106 BBG001VCCJW6 1,848,127 28,459 SH   SOLE N/A 28,459 0 0
FREEPORT-MCMORAN INC CL B 35671D857 BBG000BJDCQ6 3,810,969 78,415 SH   SOLE N/A 78,415 0 0
FRESHPET INC COM 358039105 BBG00742MS54 243,641 1,883 SH   SOLE N/A 1,883 0 0
GAP INC COM 364760108 BBG000BKLK68 2,686,000 112,432 SH   SOLE N/A 112,432 0 0
GENERAL MTRS CO COM 37045V100 BBG0014WFHK6 3,550,752 76,426 SH   SOLE N/A 76,426 0 0
GILEAD SCIENCES INC COM 375558103 BBG000CKHQT4 2,664,881 38,841 SH   SOLE N/A 38,841 0 0
GITLAB INC CLASS A COM 37637K108 BBG012TGZFY8 815,905 16,410 SH   SOLE N/A 16,410 0 0
GLAUKOS CORP COM 377322102 BBG008NZ7B25 535,179 4,522 SH   SOLE N/A 4,522 0 0
GLOBAL E ONLINE LTD SHS M5216V106 BBG00ZKY1PS8 397,954 10,972 SH   SOLE N/A 10,972 0 0
GLOBAL PMTS INC COM 37940X102 BBG000CX0RB1 261,574 2,705 SH   SOLE N/A 2,705 0 0
GLOBANT S A COM L44385109 BBG00564Y489 954,048 5,352 SH   SOLE N/A 5,352 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 BBG000C6CH10 3,751,994 8,295 SH   SOLE N/A 8,295 0 0
GRAINGER W W INC COM 384802104 BBG000BKR342 1,025,847 1,137 SH   SOLE N/A 1,137 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 BBG0021RGSV1 237,998 1,726 SH   SOLE N/A 1,726 0 0
HAEMONETICS CORP MASS COM 405024100 BBG000C7VJ86 441,034 5,331 SH   SOLE N/A 5,331 0 0
HARLEY DAVIDSON INC COM 412822108 BBG000BKZWW8 617,572 18,413 SH   SOLE N/A 18,413 0 0
HASBRO INC COM 418056107 BBG000BKVWG0 1,910,669 32,661 SH   SOLE N/A 32,661 0 0
HERC HLDGS INC COM 42704L104 BBG000FNT368 250,718 1,881 SH   SOLE N/A 1,881 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 BBG0078W8097 824,042 38,925 SH   SOLE N/A 38,925 0 0
HF SINCLAIR CORP COM 403949100 BBG0142NR5N1 1,308,590 24,533 SH   SOLE N/A 24,533 0 0
HIMS & HERS HEALTH INC COM CL A 433000106 BBG00Q53VYR2 534,974 26,497 SH   SOLE N/A 26,497 0 0
HONEYWELL INTL INC COM 438516106 BBG000H56NZ4 1,311,563 6,142 SH   SOLE N/A 6,142 0 0
HOULIHAN LOKEY INC CL A 441593100 BBG009L72FL2 225,486 1,672 SH   SOLE N/A 1,672 0 0
HOWMET AEROSPACE INC COM 443201108 BBG00DYNJGM3 3,844,393 49,522 SH   SOLE N/A 49,522 0 0
HUBSPOT INC COM 443573100 BBG0071GP394 539,068 914 SH   SOLE N/A 914 0 0
HUNT J B TRANS SVCS INC COM 445658107 BBG000BMDQK4 1,017,920 6,362 SH   SOLE N/A 6,362 0 0
HUNTSMAN CORP COM 447011107 BBG000NS28G5 463,552 20,358 SH   SOLE N/A 20,358 0 0
IDEX CORP COM 45167R104 BBG000C1HPK7 3,627,435 18,029 SH   SOLE N/A 18,029 0 0
ILLINOIS TOOL WKS INC COM 452308109 BBG000BMBNV1 1,600,191 6,753 SH   SOLE N/A 6,753 0 0
ILLUMINA INC COM 452327109 BBG000DSQ5M9 773,978 7,415 SH   SOLE N/A 7,415 0 0
INCYTE CORP COM 45337C102 BBG000BNQ132 3,341,011 55,114 SH   SOLE N/A 55,114 0 0
INGREDION INC COM 457187102 BBG000BXQ1T2 288,700 2,517 SH   SOLE N/A 2,517 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 BBG000LV1PQ2 1,037,073 8,459 SH   SOLE N/A 8,459 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 BBG000C1FCF4 779,999 5,698 SH   SOLE N/A 5,698 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 BBG000BLNQ16 279,487 1,616 SH   SOLE N/A 1,616 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 BBG000BLSM65 723,786 7,602 SH   SOLE N/A 7,602 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 BBG008DRGDZ4 266,226 13,012 SH   SOLE N/A 13,012 0 0
INTERPUBLIC GROUP COS INC COM 460690100 BBG000C90HC5 373,719 12,847 SH   SOLE N/A 12,847 0 0
INVESCO LTD SHS G491BT108 BBG000BY30F2 783,201 52,353 SH   SOLE N/A 52,353 0 0
IQVIA HLDGS INC COM 46266C105 BBG0044K3GK1 947,463 4,481 SH   SOLE N/A 4,481 0 0
JEFFERIES FINL GROUP INC COM 47233W109 BBG000BNHV54 1,425,524 28,648 SH   SOLE N/A 28,648 0 0
JOHNSON & JOHNSON COM 478160104 BBG000BMHZY5 3,104,000 21,237 SH   SOLE N/A 21,237 0 0
JOHNSON CTLS INTL PLC SHS G51502105 BBG000BVWMZ6 650,143 9,781 SH   SOLE N/A 9,781 0 0
KB HOME COM 48666K109 BBG000BMLYS0 213,698 3,045 SH   SOLE N/A 3,045 0 0
KBR INC COM 48242W106 BBG000P292S3 439,872 6,858 SH   SOLE N/A 6,858 0 0
KELLANOVA COM 487836108 BBG000BMKH35 288,169 4,996 SH   SOLE N/A 4,996 0 0
KENVUE INC COM 49177J102 BBG01C79X5B5 834,735 45,915 SH   SOLE N/A 45,915 0 0
KEURIG DR PEPPER INC COM 49271V100 BBG000TJMD94 377,153 11,292 SH   SOLE N/A 11,292 0 0
KIMBERLY-CLARK CORP COM 494368103 BBG000BMW672 286,489 2,073 SH   SOLE N/A 2,073 0 0
KINDER MORGAN INC DEL COM 49456B101 BBG0019JZ8D6 2,381,578 119,858 SH   SOLE N/A 119,858 0 0
KINSALE CAP GROUP INC COM 49714P108 BBG00D9MSYL5 723,941 1,879 SH   SOLE N/A 1,879 0 0
KOSMOS ENERGY LTD COM 500688106 BBG001DF4PB7 95,005 17,149 SH   SOLE N/A 17,149 0 0
KRAFT HEINZ CO COM 500754106 BBG008H7SQZ2 203,115 6,304 SH   SOLE N/A 6,304 0 0
KROGER CO COM 501044101 BBG000BMYBX0 1,480,624 29,654 SH   SOLE N/A 29,654 0 0
LANTHEUS HLDGS INC COM 516544103 BBG006Q52RM0 608,518 7,579 SH   SOLE N/A 7,579 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 BBG000C2DFZ5 1,002,473 17,287 SH   SOLE N/A 17,287 0 0
LAUDER ESTEE COS INC CL A 518439104 BBG000FKJVN4 3,838,380 36,075 SH   SOLE N/A 36,075 0 0
LEIDOS HOLDINGS INC COM 525327102 BBG000C23RG1 632,390 4,335 SH   SOLE N/A 4,335 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 BBG006GNT0H8 263,246 4,802 SH   SOLE N/A 4,802 0 0
LIBERTY ENERGY INC COM CL A 53115L104 BBG00GK839L8 424,944 20,342 SH   SOLE N/A 20,342 0 0
LINCOLN NATL CORP IND COM 534187109 BBG000BNC5M7 646,134 20,776 SH   SOLE N/A 20,776 0 0
LITHIA MTRS INC COM 536797103 BBG000K3BF68 747,504 2,961 SH   SOLE N/A 2,961 0 0
LKQ CORP COM 501889208 BBG000PXDRY8 1,769,114 42,537 SH   SOLE N/A 42,537 0 0
LOCKHEED MARTIN CORP COM 539830109 BBG000C1BXJ8 2,129,509 4,559 SH   SOLE N/A 4,559 0 0
LOEWS CORP COM 540424108 BBG000C45D49 646,875 8,655 SH   SOLE N/A 8,655 0 0
LOUISIANA PAC CORP COM 546347105 BBG000BNF6X0 1,629,393 19,791 SH   SOLE N/A 19,791 0 0
LPL FINL HLDGS INC COM 50212V100 BBG000P2W8P7 931,745 3,336 SH   SOLE N/A 3,336 0 0
LYFT INC CL A COM 55087P104 BBG00MRH6CX5 152,012 10,781 SH   SOLE N/A 10,781 0 0
MACYS INC COM 55616P104 BBG000C46L95 1,610,765 83,894 SH   SOLE N/A 83,894 0 0
MADISON SQUARE GRDN SPRT COR CL A 55825T103 BBG007FG0FP1 222,558 1,183 SH   SOLE N/A 1,183 0 0
MAGNA INTL INC COM 559222401 BBG000BNLR30 317,183 7,570 SH   SOLE N/A 7,570 0 0
MAGNOLIA OIL & GAS CORP CL A 559663109 BBG00H0M0J10 480,903 18,978 SH   SOLE N/A 18,978 0 0
MANHATTAN ASSOCIATES INC COM 562750109 BBG000BFVKN9 974,879 3,952 SH   SOLE N/A 3,952 0 0
MAPLEBEAR INC COM 565394103 BBG01J3J03J5 1,908,891 59,393 SH   SOLE N/A 59,393 0 0
MARRIOTT VACATIONS WORLDWIDE COM 57164Y107 BBG002769G90 312,431 3,578 SH   SOLE N/A 3,578 0 0
MARSH & MCLENNAN COS INC COM 571748102 BBG000BP4P74 852,362 4,045 SH   SOLE N/A 4,045 0 0
MARTIN MARIETTA MATLS INC COM 573284106 BBG000BGYPN3 1,358,293 2,507 SH   SOLE N/A 2,507 0 0
MASIMO CORP COM 574795100 BBG000C3WB54 348,980 2,771 SH   SOLE N/A 2,771 0 0
MASTERCARD INCORPORATED CL A 57636Q104 BBG000F20WW2 1,998,014 4,529 SH   SOLE N/A 4,529 0 0
MATCH GROUP INC NEW COM 57667L107 BBG00VT0KNX0 220,771 7,267 SH   SOLE N/A 7,267 0 0
MATTEL INC COM 577081102 BBG000BNP6W0 353,509 21,741 SH   SOLE N/A 21,741 0 0
MEDTRONIC PLC SHS G5960L103 BBG000BNWJ36 3,585,949 45,559 SH   SOLE N/A 45,559 0 0
MERCADOLIBRE INC COM 58733R102 BBG000GQQT02 305,672 186 SH   SOLE N/A 186 0 0
MERCK & CO INC COM 58933Y105 BBG000BPD257 3,141,301 25,374 SH   SOLE N/A 25,374 0 0
MERITAGE HOMES CORP COM 59001A102 BBG000F4F3N6 645,296 3,987 SH   SOLE N/A 3,987 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 BBG000BZCP64 470,988 337 SH   SOLE N/A 337 0 0
MGM RESORTS INTERNATIONAL COM 552953101 BBG000C2C1W0 2,591,785 58,321 SH   SOLE N/A 58,321 0 0
MICRON TECHNOLOGY INC COM 595112103 BBG000C60FN3 1,302,410 9,902 SH   SOLE N/A 9,902 0 0
MICROSOFT CORP COM 594918104 BBG000BPHFS9 389,293 871 SH   SOLE N/A 871 0 0
MIDDLEBY CORP COM 596278101 BBG000DQNNX5 255,887 2,087 SH   SOLE N/A 2,087 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104 BBG019X46ZN5 251,248 8,946 SH   SOLE N/A 8,946 0 0
MODINE MFG CO COM 607828100 BBG000BP7F64 692,814 6,915 SH   SOLE N/A 6,915 0 0
MOLINA HEALTHCARE INC COM 60855R100 BBG000MBHPT5 316,327 1,064 SH   SOLE N/A 1,064 0 0
MOLSON COORS BEVERAGE CO CL B 60871R209 BBG000BS7MP2 1,994,569 39,240 SH   SOLE N/A 39,240 0 0
MONDELEZ INTL INC CL A 609207105 BBG000D4M6H0 3,403,796 52,014 SH   SOLE N/A 52,014 0 0
MONGODB INC CL A 60937P106 BBG00HT4ZBM5 541,163 2,165 SH   SOLE N/A 2,165 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 BBG008NVB1Y6 1,992,206 39,884 SH   SOLE N/A 39,884 0 0
MOODYS CORP COM 615369105 BBG000F86JD3 211,307 502 SH   SOLE N/A 502 0 0
MORGAN STANLEY COM NEW 617446448 BBG000BLZT71 1,942,731 19,989 SH   SOLE N/A 19,989 0 0
MOSAIC CO NEW COM 61945C103 BBG000BFXLX4 579,965 20,068 SH   SOLE N/A 20,068 0 0
MURPHY OIL CORP COM 626717102 BBG000BPMLC7 388,522 9,421 SH   SOLE N/A 9,421 0 0
NASDAQ INC COM 631103108 BBG000F5YBW4 1,810,090 30,038 SH   SOLE N/A 30,038 0 0
NCR VOYIX CORPORATION COM 62886E108 BBG000BMXM30 162,020 13,119 SH   SOLE N/A 13,119 0 0
NEW YORK TIMES CO CL A 650111107 BBG000FFD4B4 292,358 5,709 SH   SOLE N/A 5,709 0 0
NEWELL BRANDS INC COM 651229106 BBG000BQCKD7 216,120 33,716 SH   SOLE N/A 33,716 0 0
NEWMONT CORP COM 651639106 BBG000BPWYG4 1,801,875 43,035 SH   SOLE N/A 43,035 0 0
NEXSTAR MEDIA GROUP INC COMMON STOCK 65336K103 BBG000DZK4M2 509,153 3,067 SH   SOLE N/A 3,067 0 0
NIKE INC CL B 654106103 BBG000C5HTN7 4,262,023 56,548 SH   SOLE N/A 56,548 0 0
NORDSON CORP COM 655663102 BBG000BPWS22 539,492 2,326 SH   SOLE N/A 2,326 0 0
NORDSTROM INC COM 655664100 BBG000G8NDS0 755,453 35,601 SH   SOLE N/A 35,601 0 0
NORTHERN OIL & GAS INC COM 665531307 BBG000DRVJ54 625,237 16,821 SH   SOLE N/A 16,821 0 0
NORTHROP GRUMMAN CORP COM 666807102 BBG000BQ2F03 3,098,297 7,107 SH   SOLE N/A 7,107 0 0
NRG ENERGY INC COM NEW 629377508 BBG000D8RHJ0 1,091,441 14,018 SH   SOLE N/A 14,018 0 0
NUCOR CORP COM 670346105 BBG000BQ8MY5 1,711,848 10,829 SH   SOLE N/A 10,829 0 0
NUTRIEN LTD COM 67077M108 BBG00JM9XLR2 1,369,886 26,908 SH   SOLE N/A 26,908 0 0
NVENT ELECTRIC PLC SHS G6700G107 BBG00GNT79D4 1,854,422 24,206 SH   SOLE N/A 24,206 0 0
NVIDIA CORPORATION COM 67066G104 BBG000BBK0R0 1,963,792 15,896 SH   SOLE N/A 15,896 0 0
NXP SEMICONDUCTORS N V COM N6596X109 BBG000BNDGF0 2,355,883 8,755 SH   SOLE N/A 8,755 0 0
OCCIDENTAL PETE CORP COM 674599105 BBG000BQQ4P5 3,338,447 52,966 SH   SOLE N/A 52,966 0 0
OLIN CORP COM PAR $1 680665205 BBG000BQHX53 426,095 9,037 SH   SOLE N/A 9,037 0 0
OMNICOM GROUP INC COM 681919106 BBG000BS95R5 999,707 11,145 SH   SOLE N/A 11,145 0 0
ON SEMICONDUCTOR CORP COM 682189105 BBG000DV8ZY3 771,736 11,258 SH   SOLE N/A 11,258 0 0
ONEMAIN HLDGS INC COM 68268W103 BBG005497H63 1,162,742 23,979 SH   SOLE N/A 23,979 0 0
ONEOK INC NEW COM 682680103 BBG000BQHJ81 2,071,288 25,399 SH   SOLE N/A 25,399 0 0
OPTION CARE HEALTH INC COM NEW 68404L201 BBG000BQKDV4 1,053,431 38,030 SH   SOLE N/A 38,030 0 0
ORACLE CORP COM 68389X105 BBG000BQLY10 1,086,816 7,697 SH   SOLE N/A 7,697 0 0
ORMAT TECHNOLOGIES INC COM 686688102 BBG000Q5BSH7 339,069 4,729 SH   SOLE N/A 4,729 0 0
OSHKOSH CORP COM 688239201 BBG000CC67K5 497,504 4,598 SH   SOLE N/A 4,598 0 0
OVINTIV INC COM 69047Q102 BBG00R2NHQH3 3,116,480 66,492 SH   SOLE N/A 66,492 0 0
OWENS CORNING NEW COM 690742101 BBG000M44Y70 1,806,514 10,399 SH   SOLE N/A 10,399 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 BBG00X7K6X24 1,341,679 52,968 SH   SOLE N/A 52,968 0 0
PARKER-HANNIFIN CORP COM 701094104 BBG000BR3N30 1,490,622 2,947 SH   SOLE N/A 2,947 0 0
PARSONS CORP DEL COM 70202L102 BBG00NWC5J00 518,021 6,332 SH   SOLE N/A 6,332 0 0
PAYCHEX INC COM 704326107 BBG000BQT1J5 1,555,033 13,116 SH   SOLE N/A 13,116 0 0
PAYCOM SOFTWARE INC COM 70432V102 BBG0064N1072 693,029 4,845 SH   SOLE N/A 4,845 0 0
PAYLOCITY HLDG CORP COM 70438V106 BBG0065997T5 841,862 6,385 SH   SOLE N/A 6,385 0 0
PAYPAL HLDGS INC COM 70450Y103 BBG0077VNYG1 5,890,915 101,515 SH   SOLE N/A 101,515 0 0
PENSKE AUTOMOTIVE GRP INC COM 70959W103 BBG000H6K4T5 320,691 2,152 SH   SOLE N/A 2,152 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105 BBG00CNYBQC0 308,788 19,120 SH   SOLE N/A 19,120 0 0
PFIZER INC COM 717081103 BBG000BR2F10 1,866,434 66,706 SH   SOLE N/A 66,706 0 0
PHILIP MORRIS INTL INC COM 718172109 BBG000J2XPB0 1,601,723 15,807 SH   SOLE N/A 15,807 0 0
PINTEREST INC CL A 72352L106 BBG00NPWLPW7 2,633,623 59,760 SH   SOLE N/A 59,760 0 0
PLANET FITNESS INC CL A 72703H101 BBG009H04M71 769,310 10,454 SH   SOLE N/A 10,454 0 0
PNM RES INC COM 69349H107 BBG000BRDH78 459,117 12,422 SH   SOLE N/A 12,422 0 0
POOL CORP COM 73278L105 BBG000BCVRT5 1,112,535 3,620 SH   SOLE N/A 3,620 0 0
PORTLAND GEN ELEC CO COM NEW 736508847 BBG000BCRRB9 678,479 15,691 SH   SOLE N/A 15,691 0 0
PPG INDS INC COM 693506107 BBG000BRJ952 5,201,271 41,316 SH   SOLE N/A 41,316 0 0
PRICE T ROWE GROUP INC COM 74144T108 BBG000BVMYQ1 1,438,492 12,475 SH   SOLE N/A 12,475 0 0
PRIMERICA INC COM 74164M108 BBG000T8ZGB4 254,560 1,076 SH   SOLE N/A 1,076 0 0
PRINCIPAL FINANCIAL GROUP IN COM 74251V102 BBG000NSF0Z7 499,413 6,366 SH   SOLE N/A 6,366 0 0
PROCORE TECHNOLOGIES INC COM 74275K108 BBG00S2L26Z5 1,619,555 24,424 SH   SOLE N/A 24,424 0 0
PROGRESSIVE CORP COM 743315103 BBG000BR39M0 3,180,040 15,310 SH   SOLE N/A 15,310 0 0
PURE STORAGE INC CL A 74624M102 BBG009S77DZ0 853,736 13,296 SH   SOLE N/A 13,296 0 0
QUALCOMM INC COM 747525103 BBG000CGCDW3 3,616,910 18,159 SH   SOLE N/A 18,159 0 0
QUALYS INC COM 74758T303 BBG0033BHTJ3 332,401 2,331 SH   SOLE N/A 2,331 0 0
QUANTA SVCS INC COM 74762E102 BBG000BBLBH6 1,246,566 4,906 SH   SOLE N/A 4,906 0 0
QUEST DIAGNOSTICS INC COM 74834L100 BBG000BN85Z8 1,763,014 12,880 SH   SOLE N/A 12,880 0 0
RADIAN GROUP INC COM 750236101 BBG000BMWXG3 452,070 14,536 SH   SOLE N/A 14,536 0 0
REGAL REXNORD CORPORATION COM 758750103 BBG000BRXWM6 716,666 5,300 SH   SOLE N/A 5,300 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100 BBG000Q3JQJ6 208,396 10,399 SH   SOLE N/A 10,399 0 0
REINSURANCE GRP OF AMERICA I COM NEW 759351604 BBG000BDLFK9 720,087 3,508 SH   SOLE N/A 3,508 0 0
RELIANCE INC COM 759509102 BBG000CJ2332 638,887 2,237 SH   SOLE N/A 2,237 0 0
REPLIGEN CORP COM 759916109 BBG000BS4JZ1 233,589 1,853 SH   SOLE N/A 1,853 0 0
REVVITY INC COM 714046109 BBG000FXX8N1 958,106 9,137 SH   SOLE N/A 9,137 0 0
RH COM 74967X103 BBG002293PN9 637,011 2,606 SH   SOLE N/A 2,606 0 0
ROBERT HALF INC. COM 770323103 BBG000BS5GM0 2,881,147 45,032 SH   SOLE N/A 45,032 0 0
ROBINHOOD MKTS INC COM CL A 770700102 BBG011P3C311 1,383,879 60,937 SH   SOLE N/A 60,937 0 0
ROBLOX CORP CL A 771049103 BBG00Y92R9W7 731,474 19,658 SH   SOLE N/A 19,658 0 0
ROKU INC COM CL A 77543R102 BBG00HMJFMQ3 556,989 9,294 SH   SOLE N/A 9,294 0 0
ROSS STORES INC COM 778296103 BBG000BSC9R3 1,473,545 10,140 SH   SOLE N/A 10,140 0 0
RPM INTL INC COM 749685103 BBG000DCPNF4 519,664 4,826 SH   SOLE N/A 4,826 0 0
RTX CORPORATION COM 75513E101 BBG000BW8TX8 2,869,648 28,585 SH   SOLE N/A 28,585 0 0
RYAN SPECIALTY HOLDINGS INC CL A 78351F107 BBG011K4W170 648,997 11,207 SH   SOLE N/A 11,207 0 0
SAIA INC COM 78709Y105 BBG000P5N228 950,951 2,005 SH   SOLE N/A 2,005 0 0
SCHLUMBERGER LTD COM STK 806857108 BBG000BT4384 2,046,904 43,385 SH   SOLE N/A 43,385 0 0
SCORPIO TANKERS INC SHS Y7542C130 BBG000Q1TYC9 680,804 8,375 SH   SOLE N/A 8,375 0 0
SEALED AIR CORP NEW COM 81211K100 BBG000C22T32 244,017 7,014 SH   SOLE N/A 7,014 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 BBG00JPGYW70 498,558 13,334 SH   SOLE N/A 13,334 0 0
SHAKE SHACK INC CL A 819047101 BBG007TG0ZM5 661,410 7,349 SH   SOLE N/A 7,349 0 0
SHERWIN WILLIAMS CO COM 824348106 BBG000BSXT78 5,200,441 17,426 SH   SOLE N/A 17,426 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 BBG00YQ822F6 174,177 27,913 SH   SOLE N/A 27,913 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 BBG009T24F24 509,436 4,196 SH   SOLE N/A 4,196 0 0
SM ENERGY CO COM 78454L100 BBG000BFV311 529,568 12,250 SH   SOLE N/A 12,250 0 0
SMARTSHEET INC COM CL A 83200N103 BBG00KG3GLQ9 939,301 21,309 SH   SOLE N/A 21,309 0 0
SMUCKER J M CO COM NEW 832696405 BBG000BT1984 3,206,539 29,407 SH   SOLE N/A 29,407 0 0
SNAP INC CL A 83304A106 BBG00FXWRBF9 449,400 27,056 SH   SOLE N/A 27,056 0 0
SNOWFLAKE INC CL A 833445109 BBG00WXXS1W2 3,981,913 29,476 SH   SOLE N/A 29,476 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 BBG00K6S0L00 2,035,556 6,487 SH   SOLE N/A 6,487 0 0
SPROUTS FMRS MKT INC COM 85208M102 BBG004K1BZ88 772,851 9,238 SH   SOLE N/A 9,238 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 BBG000RJ2QV4 216,337 3,452 SH   SOLE N/A 3,452 0 0
STANLEY BLACK & DECKER INC COM 854502101 BBG000BTQTG4 420,221 5,260 SH   SOLE N/A 5,260 0 0
STARBUCKS CORP COM 855244109 BBG000CTRNT1 3,266,119 41,954 SH   SOLE N/A 41,954 0 0
STONECO LTD COM CL A G85158106 BBG00M4ZQF34 479,360 39,980 SH   SOLE N/A 39,980 0 0
STRYKER CORPORATION COM 863667101 BBG000DN7RP0 1,363,042 4,006 SH   SOLE N/A 4,006 0 0
SYSCO CORP COM 871829107 BBG000BTVL39 1,468,921 20,576 SH   SOLE N/A 20,576 0 0
TAPESTRY INC COM 876030107 BBG000BY2CY6 279,419 6,530 SH   SOLE N/A 6,530 0 0
TARGA RES CORP COM 87612G101 BBG0015XMW86 923,353 7,170 SH   SOLE N/A 7,170 0 0
TARGET CORP COM 87612E106 BBG000H8TYR8 695,344 4,697 SH   SOLE N/A 4,697 0 0
TAYLOR MORRISON HOME CORP COM 87724P106 BBG003PGJHT1 551,739 9,952 SH   SOLE N/A 9,952 0 0
TE CONNECTIVITY LTD SHS H84989104 BBG000RGM768 870,238 5,785 SH   SOLE N/A 5,785 0 0
TECHNIPFMC PLC COM G87110105 BBG00DL8NMZ8 317,461 12,140 SH   SOLE N/A 12,140 0 0
TEGNA INC COM 87901J105 BBG000BK5H18 265,404 19,039 SH   SOLE N/A 19,039 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 BBG000CPJ107 1,192,215 8,962 SH   SOLE N/A 8,962 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG000BVDPD4 2,219,189 4,013 SH   SOLE N/A 4,013 0 0
TJX COS INC NEW COM 872540109 BBG000BV8G95 4,139,650 37,599 SH   SOLE N/A 37,599 0 0
TOAST INC CL A 888787108 BBG012FFPW24 1,148,440 44,565 SH   SOLE N/A 44,565 0 0
TOLL BROTHERS INC COM 889478103 BBG000BVHF42 626,810 5,442 SH   SOLE N/A 5,442 0 0
TOPBUILD CORP COM 89055F103 BBG0077VS2J3 494,301 1,283 SH   SOLE N/A 1,283 0 0
TRACTOR SUPPLY CO COM 892356106 BBG000BLY8F9 3,561,030 13,189 SH   SOLE N/A 13,189 0 0
TRADEWEB MKTS INC CL A 892672106 BBG00NK8H9C8 454,952 4,292 SH   SOLE N/A 4,292 0 0
TRANSUNION COM 89400J107 BBG008FCB177 580,005 7,821 SH   SOLE N/A 7,821 0 0
TRI POINTE HOMES INC COM 87265H109 BBG003QVLQD1 1,530,975 41,100 SH   SOLE N/A 41,100 0 0
TRIMBLE INC COM 896239100 BBG000BNQ4W4 603,656 10,795 SH   SOLE N/A 10,795 0 0
TWILIO INC CL A 90138F102 BBG00D0HCDS1 1,495,637 26,327 SH   SOLE N/A 26,327 0 0
UBS GROUP AG SHS H42097107 BBG007DJM575 374,213 12,668 SH   SOLE N/A 12,668 0 0
UNDER ARMOUR INC CL A 904311107 BBG000BXM875 93,487 14,016 SH   SOLE N/A 14,016 0 0
UNION PAC CORP COM 907818108 BBG000BW3413 4,979,756 22,009 SH   SOLE N/A 22,009 0 0
UNITED AIRLS HLDGS INC COM 910047109 BBG000M684B2 957,969 19,687 SH   SOLE N/A 19,687 0 0
UNITED PARCEL SERVICE INC CL B 911312106 BBG000L9CXY3 4,657,963 34,037 SH   SOLE N/A 34,037 0 0
UNITEDHEALTH GROUP INC COM 91324P102 BBG000CH53T5 4,284,914 8,414 SH   SOLE N/A 8,414 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 BBG000CB9T62 642,262 3,473 SH   SOLE N/A 3,473 0 0
US BANCORP DEL COM NEW 902973304 BBG000FFFQT4 1,619,442 40,792 SH   SOLE N/A 40,792 0 0
VAIL RESORTS INC COM 91879Q109 BBG000BCMYM7 405,112 2,249 SH   SOLE N/A 2,249 0 0
VALMONT INDS INC COM 920253101 BBG000BWBBX3 503,890 1,836 SH   SOLE N/A 1,836 0 0
VERALTO CORP COM SHS 92338C103 BBG01J3HMZ77 2,145,784 22,476 SH   SOLE N/A 22,476 0 0
VERISIGN INC COM 92343E102 BBG000BGKTY8 218,161 1,227 SH   SOLE N/A 1,227 0 0
VERISK ANALYTICS INC COM 92345Y106 BBG000BCZX09 981,432 3,641 SH   SOLE N/A 3,641 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 BBG000C1SD31 352,009 751 SH   SOLE N/A 751 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 BBG00L2B8L01 2,716,740 31,382 SH   SOLE N/A 31,382 0 0
VISA INC COM CL A 92826C839 BBG000PSL0X0 4,081,409 15,550 SH   SOLE N/A 15,550 0 0
VISTRA CORP COM 92840M102 BBG00DXDL6W4 3,101,557 36,073 SH   SOLE N/A 36,073 0 0
VITAL ENERGY INC COM 516806205 BBG0021542H5 442,418 9,871 SH   SOLE N/A 9,871 0 0
WABTEC COM 929740108 BBG000BDDBD5 4,096,972 25,922 SH   SOLE N/A 25,922 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 BBG000BWLX00 468,681 38,750 SH   SOLE N/A 38,750 0 0
WARRIOR MET COAL INC COM 93627C101 BBG00GD1JMY1 298,158 4,750 SH   SOLE N/A 4,750 0 0
WEBSTER FINL CORP COM 947890109 BBG000BWMZ04 1,413,188 32,420 SH   SOLE N/A 32,420 0 0
WEC ENERGY GROUP INC COM 92939U106 BBG000BWP918 1,389,919 17,715 SH   SOLE N/A 17,715 0 0
WELLS FARGO CO NEW COM 949746101 BBG000BWQHB8 4,961,441 83,540 SH   SOLE N/A 83,540 0 0
WESCO INTL INC COM 95082P105 BBG000D0FQ55 952,388 6,008 SH   SOLE N/A 6,008 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 BBG000BX26F2 631,111 1,916 SH   SOLE N/A 1,916 0 0
WESTERN DIGITAL CORP. COM 958102105 BBG000BWNQ67 4,364,958 57,608 SH   SOLE N/A 57,608 0 0
WESTLAKE CORPORATION COM 960413102 BBG000PXZGY8 504,263 3,482 SH   SOLE N/A 3,482 0 0
WEX INC COM 96208T104 BBG000BVZRD6 717,594 4,051 SH   SOLE N/A 4,051 0 0
WILLIAMS SONOMA INC COM 969904101 BBG000FSMZ72 390,235 1,382 SH   SOLE N/A 1,382 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 BBG00B0FS9H3 1,232,597 32,747 SH   SOLE N/A 32,747 0 0
WINGSTOP INC COM 974155103 BBG008N299H5 228,236 540 SH   SOLE N/A 540 0 0
WORKDAY INC CL A 98138H101 BBG003BW0FC3 2,028,360 9,073 SH   SOLE N/A 9,073 0 0
WYNN RESORTS LTD COM 983134107 BBG000LD9X14 1,566,071 17,498 SH   SOLE N/A 17,498 0 0
XCEL ENERGY INC COM 98389B100 BBG000BCV381 2,528,910 47,349 SH   SOLE N/A 47,349 0 0
XYLEM INC COM 98419M100 BBG00256TDP9 293,639 2,165 SH   SOLE N/A 2,165 0 0
YETI HLDGS INC COM 98585X104 BBG00D8JC8J0 241,222 6,323 SH   SOLE N/A 6,323 0 0
YUM BRANDS INC COM 988498101 BBG000BH3J68 1,213,201 9,159 SH   SOLE N/A 9,159 0 0
ZOETIS INC CL A 98978V103 BBG003932MF0 2,532,616 14,609 SH   SOLE N/A 14,609 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 BBG00NTY6FH5 1,674,189 28,285 SH   SOLE N/A 28,285 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104 BBG00S1HJ455 798,342 62,517 SH   SOLE N/A 62,517 0 0
ZSCALER INC COM 98980G102 BBG00K4MD5L3 1,200,034 6,244 SH   SOLE N/A 6,244 0 0
ZURN ELKAY WATER SOLNS CORP COM 98983L108 BBG001QFMKM2 441,970 15,033 SH   SOLE N/A 15,033 0 0