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   4,808,040 47,050 SH   SOLE   47,050 0 0
ACUITY BRANDS INC COM 00508Y102   607,946 2,518 SH   SOLE   2,518 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104   2,561,268 15,969 SH   SOLE   15,969 0 0
ADVANCED MICRO DEVICES INC COM 007903107   3,955,491 24,385 SH   SOLE   24,385 0 0
AFFILIATED MANAGERS GROUP IN COM 008252108   1,195,316 7,651 SH   SOLE   7,651 0 0
AFFIRM HLDGS INC COM CL A 00827B106   2,107,812 69,772 SH   SOLE   69,772 0 0
AGCO CORP COM 001084102   2,461,584 25,149 SH   SOLE   25,149 0 0
AIRBNB INC COM CL A 009066101   959,666 6,329 SH   SOLE   6,329 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109   1,525,757 13,044 SH   SOLE   13,044 0 0
ALIGN TECHNOLOGY INC COM 016255101   1,502,419 6,223 SH   SOLE   6,223 0 0
ALLEGION PLC ORD SHS G0176J109   1,531,815 12,965 SH   SOLE   12,965 0 0
ALLSTATE CORP COM 020002101   3,121,992 19,554 SH   SOLE   19,554 0 0
ALPHABET INC CAP STK CL C 02079K107   665,448 3,628 SH   SOLE   3,628 0 0
AMAZON COM INC COM 023135106   1,866,022 9,656 SH   SOLE   9,656 0 0
AMDOCS LTD SHS G02602103   1,471,069 18,640 SH   SOLE   18,640 0 0
AMERICAN EXPRESS CO COM 025816109   1,867,219 8,064 SH   SOLE   8,064 0 0
AMERICAN INTL GROUP INC COM NEW 026874784   892,884 12,027 SH   SOLE   12,027 0 0
AMERICOLD REALTY TRUST INC COM 03064D108   1,792,780 70,195 SH   SOLE   70,195 0 0
AMPHENOL CORP NEW CL A 032095101   1,785,103 26,497 SH   SOLE   26,497 0 0
APTIV PLC SHS G6095L109   2,283,016 32,420 SH   SOLE   32,420 0 0
ARCHER DANIELS MIDLAND CO COM 039483102   2,250,372 37,227 SH   SOLE   37,227 0 0
ARISTA NETWORKS INC COM 040413106   2,663,298 7,599 SH   SOLE   7,599 0 0
ATLASSIAN CORPORATION CL A 049468101   2,434,753 13,765 SH   SOLE   13,765 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   3,635,965 15,233 SH   SOLE   15,233 0 0
AUTOZONE INC COM 053332102   693,599 234 SH   SOLE   234 0 0
AVIS BUDGET GROUP COM 053774105   1,400,150 13,396 SH   SOLE   13,396 0 0
AZEK CO INC CL A 05478C105   1,714,396 40,693 SH   SOLE   40,693 0 0
AZENTA INC COM 114340102   447,901 8,512 SH   SOLE   8,512 0 0
BATH & BODY WORKS INC COM 070830104   4,062,489 104,033 SH   SOLE   104,033 0 0
BECTON DICKINSON & CO COM 075887109   4,684,483 20,044 SH   SOLE   20,044 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   2,072,239 5,094 SH   SOLE   5,094 0 0
BEST BUY INC COM 086516101   1,173,907 13,927 SH   SOLE   13,927 0 0
BILL HOLDINGS INC COM 090043100   2,626,475 49,914 SH   SOLE   49,914 0 0
BIO-TECHNE CORP COM 09073M104   1,187,885 16,579 SH   SOLE   16,579 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101   1,266,916 14,423 SH   SOLE   14,423 0 0
BLACKSTONE INC COM 09260D107   1,314,261 10,616 SH   SOLE   10,616 0 0
BLOCK H & R INC COM 093671105   400,922 7,393 SH   SOLE   7,393 0 0
BOOKING HOLDINGS INC COM 09857L108   796,262 201 SH   SOLE   201 0 0
BORGWARNER INC COM 099724106   1,091,260 33,848 SH   SOLE   33,848 0 0
BOSTON PROPERTIES INC COM 101121101   2,062,814 33,509 SH   SOLE   33,509 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   2,358,364 56,787 SH   SOLE   56,787 0 0
BRIXMOR PPTY GROUP INC COM 11120U105   1,393,851 60,366 SH   SOLE   60,366 0 0
BROADCOM INC COM 11135F101   3,628,498 2,260 SH   SOLE   2,260 0 0
BROWN FORMAN CORP CL B 115637209   1,500,637 34,745 SH   SOLE   34,745 0 0
BRUKER CORP COM 116794108   2,442,519 38,278 SH   SOLE   38,278 0 0
BRUNSWICK CORP COM 117043109   455,540 6,260 SH   SOLE   6,260 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   3,612,363 26,099 SH   SOLE   26,099 0 0
CABLE ONE INC COM 12685J105   904,824 2,556 SH   SOLE   2,556 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   1,351,330 4,391 SH   SOLE   4,391 0 0
CAPITAL ONE FINL CORP COM 14040H105   1,056,512 7,631 SH   SOLE   7,631 0 0
CARTERS INC COM 146229109   771,774 12,454 SH   SOLE   12,454 0 0
CASEYS GEN STORES INC COM 147528103   832,564 2,182 SH   SOLE   2,182 0 0
CATERPILLAR INC COM 149123101   678,858 2,038 SH   SOLE   2,038 0 0
CBOE GLOBAL MKTS INC COM 12503M108   1,533,771 9,019 SH   SOLE   9,019 0 0
CENTENE CORP DEL COM 15135B101   388,850 5,865 SH   SOLE   5,865 0 0
CHEMED CORP NEW COM 16359R103   873,011 1,609 SH   SOLE   1,609 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   905,293 14,450 SH   SOLE   14,450 0 0
CIRRUS LOGIC INC COM 172755100   521,746 4,087 SH   SOLE   4,087 0 0
CITIZENS FINL GROUP INC COM 174610105   2,266,035 62,893 SH   SOLE   62,893 0 0
CLOROX CO DEL COM 189054109   2,216,819 16,244 SH   SOLE   16,244 0 0
CME GROUP INC COM 12572Q105   3,497,907 17,792 SH   SOLE   17,792 0 0
COCA COLA CO COM 191216100   1,591,250 25,000 SH   SOLE   25,000 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   1,292,712 5,817 SH   SOLE   5,817 0 0
COUSINS PPTYS INC COM NEW 222795502   804,972 34,772 SH   SOLE   34,772 0 0
CROWN CASTLE INC COM 22822V101   3,329,225 34,076 SH   SOLE   34,076 0 0
CSX CORP COM 126408103   4,506,785 134,732 SH   SOLE   134,732 0 0
DANAHER CORPORATION COM 235851102   359,784 1,440 SH   SOLE   1,440 0 0
DARDEN RESTAURANTS INC COM 237194105   887,189 5,863 SH   SOLE   5,863 0 0
DARLING INGREDIENTS INC COM 237266101   1,306,573 35,553 SH   SOLE   35,553 0 0
DECKERS OUTDOOR CORP COM 243537107   3,997,634 4,130 SH   SOLE   4,130 0 0
DEERE & CO COM 244199105   2,324,352 6,221 SH   SOLE   6,221 0 0
DENTSPLY SIRONA INC COM 24906P109   536,711 21,546 SH   SOLE   21,546 0 0
DEXCOM INC COM 252131107   2,825,430 24,920 SH   SOLE   24,920 0 0
DISNEY WALT CO COM 254687106   897,979 9,044 SH   SOLE   9,044 0 0
DOCUSIGN INC COM 256163106   685,924 12,821 SH   SOLE   12,821 0 0
DOLLAR GEN CORP NEW COM 256677105   1,493,802 11,297 SH   SOLE   11,297 0 0
DONALDSON INC COM 257651109   1,368,943 19,130 SH   SOLE   19,130 0 0
DOORDASH INC CL A 25809K105   791,918 7,280 SH   SOLE   7,280 0 0
DOUBLEVERIFY HLDGS INC COM 25862V105   1,645,312 84,505 SH   SOLE   84,505 0 0
DOVER CORP COM 260003108   422,253 2,340 SH   SOLE   2,340 0 0
DOXIMITY INC CL A 26622P107   624,570 22,330 SH   SOLE   22,330 0 0
DROPBOX INC CL A 26210C104   2,951,614 131,358 SH   SOLE   131,358 0 0
DYNATRACE INC COM NEW 268150109   4,801,765 107,326 SH   SOLE   107,326 0 0
EATON CORP PLC SHS G29183103   1,068,892 3,409 SH   SOLE   3,409 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103   313,261 21,709 SH   SOLE   21,709 0 0
ELASTIC N V ORD SHS N14506104   472,840 4,151 SH   SOLE   4,151 0 0
ELI LILLY & CO COM 532457108   688,089 760 SH   SOLE   760 0 0
ENCOMPASS HEALTH CORP COM 29261A100   1,412,790 16,468 SH   SOLE   16,468 0 0
ENVISTA HOLDINGS CORPORATION COM 29415F104   633,437 38,090 SH   SOLE   38,090 0 0
EPR PPTYS COM SH BEN INT 26884U109   750,938 17,888 SH   SOLE   17,888 0 0
EQUINIX INC COM 29444U700   1,675,869 2,215 SH   SOLE   2,215 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108   1,734,021 26,624 SH   SOLE   26,624 0 0
ETSY INC COM 29786A106   601,301 10,195 SH   SOLE   10,195 0 0
EURONET WORLDWIDE INC COM 298736109   243,432 2,352 SH   SOLE   2,352 0 0
EVERCORE INC CLASS A 29977A105   987,124 4,736 SH   SOLE   4,736 0 0
EXPEDIA GROUP INC COM NEW 30212P303   735,530 5,838 SH   SOLE   5,838 0 0
FEDERAL RLTY INVT TR NEW SH BEN INT NEW 313745101   1,225,271 12,135 SH   SOLE   12,135 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303   1,170,859 23,692 SH   SOLE   23,692 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   937,328 12,438 SH   SOLE   12,438 0 0
FIRST AMERN FINL CORP COM 31847R102   259,985 4,819 SH   SOLE   4,819 0 0
FIRST HORIZON CORPORATION COM 320517105   1,343,399 85,187 SH   SOLE   85,187 0 0
FIRST INDL RLTY TR INC COM 32054K103   380,460 8,008 SH   SOLE   8,008 0 0
FIRST SOLAR INC COM 336433107   2,315,474 10,270 SH   SOLE   10,270 0 0
FLOWERS FOODS INC COM 343498101   251,149 11,313 SH   SOLE   11,313 0 0
FLOWSERVE CORP COM 34354P105   811,062 16,862 SH   SOLE   16,862 0 0
FORTIVE CORP COM 34959J108   2,810,687 37,931 SH   SOLE   37,931 0 0
FORTUNE BRANDS INNOVATIONS I COM 34964C106   2,406,547 37,058 SH   SOLE   37,058 0 0
FOX CORP CL A COM 35137L105   1,240,791 36,101 SH   SOLE   36,101 0 0
FOX CORP CL B COM 35137L204   876,580 27,376 SH   SOLE   27,376 0 0
FRESHPET INC COM 358039105   1,058,928 8,184 SH   SOLE   8,184 0 0
FTI CONSULTING INC COM 302941109   725,258 3,365 SH   SOLE   3,365 0 0
GARMIN LTD SHS H2906T109   386,935 2,375 SH   SOLE   2,375 0 0
GEN DIGITAL INC COM 668771108   3,761,089 150,564 SH   SOLE   150,564 0 0
GENERAC HLDGS INC COM 368736104   1,136,960 8,599 SH   SOLE   8,599 0 0
GENERAL MLS INC COM 370334104   615,267 9,726 SH   SOLE   9,726 0 0
GENERAL MTRS CO COM 37045V100   250,745 5,397 SH   SOLE   5,397 0 0
GENPACT LIMITED SHS G3922B107   569,602 17,695 SH   SOLE   17,695 0 0
GITLAB INC CLASS A COM 37637K108   594,850 11,964 SH   SOLE   11,964 0 0
GLOBAL PMTS INC COM 37940X102   3,199,900 33,091 SH   SOLE   33,091 0 0
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108   1,934,072 38,253 SH   SOLE   38,253 0 0
GLOBE LIFE INC COM 37959E102   3,242,984 39,414 SH   SOLE   39,414 0 0
GODADDY INC CL A 380237107   1,512,920 10,829 SH   SOLE   10,829 0 0
GRACO INC COM 384109104   1,712,289 21,598 SH   SOLE   21,598 0 0
GRAND CANYON ED INC COM 38526M106   676,465 4,835 SH   SOLE   4,835 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100   1,494,590 10,839 SH   SOLE   10,839 0 0
HANOVER INS GROUP INC COM 410867105   516,562 4,118 SH   SOLE   4,118 0 0
HASBRO INC COM 418056107   2,386,215 40,790 SH   SOLE   40,790 0 0
HEALTHCARE RLTY TR CL A COM 42226K105   824,396 50,024 SH   SOLE   50,024 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103   2,057,804 104,990 SH   SOLE   104,990 0 0
HERTZ GLOBAL HLDGS INC COM NEW 42806J700   429,975 121,806 SH   SOLE   121,806 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   2,771,852 130,933 SH   SOLE   130,933 0 0
HP INC COM 40434L105   2,604,367 74,368 SH   SOLE   74,368 0 0
HUBSPOT INC COM 443573100   3,627,209 6,150 SH   SOLE   6,150 0 0
HUNT J B TRANS SVCS INC COM 445658107   440,000 2,750 SH   SOLE   2,750 0 0
HYATT HOTELS CORP COM CL A 448579102   335,439 2,208 SH   SOLE   2,208 0 0
ICU MED INC COM 44930G107   348,175 2,932 SH   SOLE   2,932 0 0
IDEX CORP COM 45167R104   2,886,013 14,344 SH   SOLE   14,344 0 0
ILLINOIS TOOL WKS INC COM 452308109   1,280,769 5,405 SH   SOLE   5,405 0 0
INCYTE CORP COM 45337C102   1,028,903 16,973 SH   SOLE   16,973 0 0
INSPIRE MED SYS INC COM 457730109   1,498,495 11,197 SH   SOLE   11,197 0 0
INSULET CORP COM 45784P101   734,956 3,642 SH   SOLE   3,642 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107   1,791,554 14,613 SH   SOLE   14,613 0 0
IPG PHOTONICS CORP COM 44980X109   422,034 5,001 SH   SOLE   5,001 0 0
IQVIA HLDGS INC COM 46266C105   485,255 2,295 SH   SOLE   2,295 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102   662,732 24,896 SH   SOLE   24,896 0 0
ITT INC COM 45073V108   765,392 5,925 SH   SOLE   5,925 0 0
JACOBS SOLUTIONS INC COM 46982L108   1,639,357 11,734 SH   SOLE   11,734 0 0
JANUS HENDERSON GROUP PLC ORD SHS G4474Y214   921,733 27,343 SH   SOLE   27,343 0 0
JOHNSON & JOHNSON COM 478160104   389,809 2,667 SH   SOLE   2,667 0 0
KELLANOVA COM 487836108   1,857,238 32,199 SH   SOLE   32,199 0 0
KEURIG DR PEPPER INC COM 49271V100   268,903 8,051 SH   SOLE   8,051 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   2,071,216 15,146 SH   SOLE   15,146 0 0
KIRBY CORP COM 497266106   719,338 6,008 SH   SOLE   6,008 0 0
KLA CORP COM NEW 482480100   3,932,913 4,770 SH   SOLE   4,770 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104   2,706,812 54,223 SH   SOLE   54,223 0 0
LAM RESEARCH CORP COM 512807108   2,747,313 2,580 SH   SOLE   2,580 0 0
LANDSTAR SYS INC COM 515098101   1,276,971 6,922 SH   SOLE   6,922 0 0
LAS VEGAS SANDS CORP COM 517834107   775,924 17,535 SH   SOLE   17,535 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104   395,086 6,813 SH   SOLE   6,813 0 0
LAUDER ESTEE COS INC CL A 518439104   4,120,127 38,723 SH   SOLE   38,723 0 0
LAZARD INC COM 52110M109   726,107 19,018 SH   SOLE   19,018 0 0
LEAR CORP COM NEW 521865204   1,388,108 12,154 SH   SOLE   12,154 0 0
LEIDOS HOLDINGS INC COM 525327102   714,374 4,897 SH   SOLE   4,897 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   349,717 4,868 SH   SOLE   4,868 0 0
LIBERTY MEDIA CORP DEL COM LBTY SRM S C 531229789   1,193,205 53,845 SH   SOLE   53,845 0 0
LINCOLN ELEC HLDGS INC COM 533900106   2,373,280 12,581 SH   SOLE   12,581 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   980,802 10,463 SH   SOLE   10,463 0 0
LKQ CORP COM 501889208   1,593,438 38,313 SH   SOLE   38,313 0 0
LOWES COS INC COM 548661107   1,457,902 6,613 SH   SOLE   6,613 0 0
LPL FINL HLDGS INC COM 50212V100   4,175,535 14,950 SH   SOLE   14,950 0 0
LYFT INC CL A COM 55087P104   850,639 60,329 SH   SOLE   60,329 0 0
M & T BK CORP COM 55261F104   1,020,166 6,740 SH   SOLE   6,740 0 0
MAPLEBEAR INC COM 565394103   704,477 21,919 SH   SOLE   21,919 0 0
MARKEL GROUP INC COM 570535104   1,373,976 872 SH   SOLE   872 0 0
MARKETAXESS HLDGS INC COM 57060D108   1,539,870 7,679 SH   SOLE   7,679 0 0
MASCO CORP COM 574599106   524,160 7,862 SH   SOLE   7,862 0 0
MASTERCARD INCORPORATED CL A 57636Q104   3,956,323 8,968 SH   SOLE   8,968 0 0
MATCH GROUP INC NEW COM 57667L107   536,055 17,645 SH   SOLE   17,645 0 0
MCDONALDS CORP COM 580135101   796,885 3,127 SH   SOLE   3,127 0 0
MEDICAL PPTYS TRUST INC COM 58463J304   474,682 110,135 SH   SOLE   110,135 0 0
MEDPACE HLDGS INC COM 58506Q109   2,010,240 4,881 SH   SOLE   4,881 0 0
MERCK & CO INC COM 58933Y105   2,065,851 16,687 SH   SOLE   16,687 0 0
META PLATFORMS INC CL A 30303M102   907,092 1,799 SH   SOLE   1,799 0 0
METLIFE INC COM 59156R108   1,054,605 15,025 SH   SOLE   15,025 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105   582,795 417 SH   SOLE   417 0 0
MGM RESORTS INTERNATIONAL COM 552953101   447,155 10,062 SH   SOLE   10,062 0 0
MICRON TECHNOLOGY INC COM 595112103   3,643,644 27,702 SH   SOLE   27,702 0 0
MIDDLEBY CORP COM 596278101   1,563,891 12,755 SH   SOLE   12,755 0 0
MKS INSTRS INC COM 55306N104   3,542,374 27,128 SH   SOLE   27,128 0 0
MOLINA HEALTHCARE INC COM 60855R100   4,009,388 13,486 SH   SOLE   13,486 0 0
MOLSON COORS BEVERAGE CO CL B 60871R209   1,753,838 34,504 SH   SOLE   34,504 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109   2,273,574 45,517 SH   SOLE   45,517 0 0
MSC INDL DIRECT INC CL A 553530106   1,581,838 19,945 SH   SOLE   19,945 0 0
MSCI INC COM 55354G100   1,815,716 3,769 SH   SOLE   3,769 0 0
NATERA INC COM 632307104   700,853 6,472 SH   SOLE   6,472 0 0
NETAPP INC COM 64110D104   1,333,595 10,354 SH   SOLE   10,354 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109   779,212 5,660 SH   SOLE   5,660 0 0
NEW YORK TIMES CO CL A 650111107   1,263,914 24,681 SH   SOLE   24,681 0 0
NEWS CORP NEW CL A 65249B109   234,262 8,497 SH   SOLE   8,497 0 0
NIKE INC CL B 654106103   787,918 10,454 SH   SOLE   10,454 0 0
NORDSTROM INC COM 655664100   1,417,114 66,782 SH   SOLE   66,782 0 0
NUTANIX INC CL A 67059N108   641,837 11,290 SH   SOLE   11,290 0 0
NVIDIA CORPORATION COM 67066G104   669,463 5,419 SH   SOLE   5,419 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100   4,865,153 27,549 SH   SOLE   27,549 0 0
ORGANON & CO COMMON STOCK 68622V106   261,462 12,631 SH   SOLE   12,631 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   319,487 12,613 SH   SOLE   12,613 0 0
PARKER-HANNIFIN CORP COM 701094104   2,863,390 5,661 SH   SOLE   5,661 0 0
PAYPAL HLDGS INC COM 70450Y103   335,181 5,776 SH   SOLE   5,776 0 0
PEGASYSTEMS INC COM 705573103   834,588 13,788 SH   SOLE   13,788 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103   497,478 7,525 SH   SOLE   7,525 0 0
PERRIGO CO PLC SHS G97822103   303,974 11,837 SH   SOLE   11,837 0 0
PHINIA INC COMMON STOCK 71880K101   417,255 10,601 SH   SOLE   10,601 0 0
PILGRIMS PRIDE CORP COM 72147K108   280,939 7,299 SH   SOLE   7,299 0 0
POST HLDGS INC COM 737446104   769,222 7,385 SH   SOLE   7,385 0 0
PRINCIPAL FINANCIAL GROUP IN COM 74251V102   1,800,506 22,951 SH   SOLE   22,951 0 0
PROCORE TECHNOLOGIES INC COM 74275K108   1,894,344 28,568 SH   SOLE   28,568 0 0
PROGRESSIVE CORP COM 743315103   4,462,857 21,486 SH   SOLE   21,486 0 0
PURE STORAGE INC CL A 74624M102   481,061 7,492 SH   SOLE   7,492 0 0
PVH CORPORATION COM 693656100   2,810,107 26,543 SH   SOLE   26,543 0 0
QUALCOMM INC COM 747525103   1,069,198 5,368 SH   SOLE   5,368 0 0
QUEST DIAGNOSTICS INC COM 74834L100   2,805,492 20,496 SH   SOLE   20,496 0 0
RALPH LAUREN CORP CL A 751212101   2,315,169 13,225 SH   SOLE   13,225 0 0
REINSURANCE GRP OF AMERICA I COM NEW 759351604   1,781,949 8,681 SH   SOLE   8,681 0 0
REPLIGEN CORP COM 759916109   1,642,688 13,031 SH   SOLE   13,031 0 0
REXFORD INDL RLTY INC COM 76169C100   1,641,536 36,814 SH   SOLE   36,814 0 0
RINGCENTRAL INC CL A 76680R206   967,965 34,325 SH   SOLE   34,325 0 0
RLI CORP COM 749607107   616,363 4,381 SH   SOLE   4,381 0 0
ROBERT HALF INC. COM 770323103   3,267,331 51,068 SH   SOLE   51,068 0 0
ROBINHOOD MKTS INC COM CL A 770700102   3,013,935 132,714 SH   SOLE   132,714 0 0
ROKU INC COM CL A 77543R102   516,657 8,621 SH   SOLE   8,621 0 0
ROLLINS INC COM 775711104   600,068 12,299 SH   SOLE   12,299 0 0
ROSS STORES INC COM 778296103   3,783,987 26,039 SH   SOLE   26,039 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104   280,905 1,431 SH   SOLE   1,431 0 0
SCHWAB CHARLES CORP COM 808513105   621,870 8,439 SH   SOLE   8,439 0 0
SCIENCE APPLICATIONS INTL CO COM 808625107   269,190 2,290 SH   SOLE   2,290 0 0
SEI INVTS CO COM 784117103   1,233,250 19,064 SH   SOLE   19,064 0 0
SIRIUS XM HOLDINGS INC COM 82968B103   565,542 199,838 SH   SOLE   199,838 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103   541,610 4,461 SH   SOLE   4,461 0 0
SMARTSHEET INC COM CL A 83200N103   2,327,997 52,813 SH   SOLE   52,813 0 0
SNAP ON INC COM 833034101   586,559 2,244 SH   SOLE   2,244 0 0
SOUTHWEST AIRLS CO COM 844741108   695,280 24,302 SH   SOLE   24,302 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   812,716 2,590 SH   SOLE   2,590 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100   1,325,533 21,151 SH   SOLE   21,151 0 0
STAG INDL INC COM 85254J102   624,703 17,324 SH   SOLE   17,324 0 0
STARBUCKS CORP COM 855244109   910,611 11,697 SH   SOLE   11,697 0 0
STATE STR CORP COM 857477103   4,136,378 55,897 SH   SOLE   55,897 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   742,309 4,774 SH   SOLE   4,774 0 0
TELADOC HEALTH INC COM 87918A105   793,813 81,167 SH   SOLE   81,167 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105   2,301,885 5,933 SH   SOLE   5,933 0 0
TELEFLEX INCORPORATED COM 879369106   3,084,489 14,665 SH   SOLE   14,665 0 0
TEMPUR SEALY INTL INC COM 88023U101   2,052,284 43,352 SH   SOLE   43,352 0 0
TENET HEALTHCARE CORP COM NEW 88033G407   1,171,196 8,804 SH   SOLE   8,804 0 0
THE CIGNA GROUP COM 125523100   635,356 1,922 SH   SOLE   1,922 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   4,486,489 8,113 SH   SOLE   8,113 0 0
THOR INDS INC COM 885160101   828,060 8,861 SH   SOLE   8,861 0 0
TKO GROUP HOLDINGS INC CL A 87256C101   273,755 2,535 SH   SOLE   2,535 0 0
TOLL BROTHERS INC COM 889478103   1,408,536 12,229 SH   SOLE   12,229 0 0
TOPBUILD CORP COM 89055F103   841,430 2,184 SH   SOLE   2,184 0 0
TORO CO COM 891092108   706,842 7,559 SH   SOLE   7,559 0 0
TPG INC COM CL A 872657101   1,096,435 26,452 SH   SOLE   26,452 0 0
TRADEWEB MKTS INC CL A 892672106   2,549,300 24,050 SH   SOLE   24,050 0 0
TREX CO INC COM 89531P105   1,884,649 25,427 SH   SOLE   25,427 0 0
TWILIO INC CL A 90138F102   3,959,771 69,702 SH   SOLE   69,702 0 0
TYSON FOODS INC CL A 902494103   1,746,827 30,571 SH   SOLE   30,571 0 0
UNDER ARMOUR INC CL A 904311107   344,365 51,629 SH   SOLE   51,629 0 0
UNION PAC CORP COM 907818108   1,481,777 6,549 SH   SOLE   6,549 0 0
UNITED PARCEL SERVICE INC CL B 911312106   3,248,272 23,736 SH   SOLE   23,736 0 0
UNITED RENTALS INC COM 911363109   802,592 1,241 SH   SOLE   1,241 0 0
UNITEDHEALTH GROUP INC COM 91324P102   1,540,512 3,025 SH   SOLE   3,025 0 0
UNUM GROUP COM 91529Y106   1,316,491 25,758 SH   SOLE   25,758 0 0
VAIL RESORTS INC COM 91879Q109   699,445 3,883 SH   SOLE   3,883 0 0
VEEVA SYS INC CL A COM 922475108   765,165 4,181 SH   SOLE   4,181 0 0
VENTAS INC COM 92276F100   994,034 19,392 SH   SOLE   19,392 0 0
VERALTO CORP COM SHS 92338C103   1,689,533 17,697 SH   SOLE   17,697 0 0
VERISIGN INC COM 92343E102   2,216,455 12,466 SH   SOLE   12,466 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   697,575 16,915 SH   SOLE   16,915 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   1,147,895 2,449 SH   SOLE   2,449 0 0
VESTIS CORPORATION COM SHS 29430C102   657,387 53,752 SH   SOLE   53,752 0 0
VICI PPTYS INC COM 925652109   277,579 9,692 SH   SOLE   9,692 0 0
VISA INC COM CL A 92826C839   4,455,166 16,974 SH   SOLE   16,974 0 0
VONTIER CORPORATION COM 928881101   606,845 15,886 SH   SOLE   15,886 0 0
VOYA FINANCIAL INC COM 929089100   1,396,461 19,627 SH   SOLE   19,627 0 0
WABTEC COM 929740108   2,032,839 12,862 SH   SOLE   12,862 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104   672,078 90,333 SH   SOLE   90,333 0 0
WATERS CORP COM 941848103   3,257,467 11,228 SH   SOLE   11,228 0 0
WAYFAIR INC CL A 94419L101   1,260,774 23,910 SH   SOLE   23,910 0 0
WEBSTER FINL CORP COM 947890109   626,824 14,380 SH   SOLE   14,380 0 0
WESCO INTL INC COM 95082P105   3,082,738 19,447 SH   SOLE   19,447 0 0
WESTERN DIGITAL CORP. COM 958102105   1,143,294 15,089 SH   SOLE   15,089 0 0
WESTERN UN CO COM 959802109   1,115,649 91,297 SH   SOLE   91,297 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104   2,952,730 104,006 SH   SOLE   104,006 0 0
WHIRLPOOL CORP COM 963320106   1,449,809 14,186 SH   SOLE   14,186 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103   644,078 2,457 SH   SOLE   2,457 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104   1,701,065 45,193 SH   SOLE   45,193 0 0
WORKDAY INC CL A 98138H101   2,222,857 9,943 SH   SOLE   9,943 0 0
WP CAREY INC COM 92936U109   2,194,568 39,865 SH   SOLE   39,865 0 0
WYNN RESORTS LTD COM 983134107   813,645 9,091 SH   SOLE   9,091 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105   744,212 2,409 SH   SOLE   2,409 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102   2,978,714 27,446 SH   SOLE   27,446 0 0
ZOETIS INC CL A 98978V103   1,917,708 11,062 SH   SOLE   11,062 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101   1,807,722 30,541 SH   SOLE   30,541 0 0