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
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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
1LIFE HEALTHCARE COM 68269G107   15,839,878 436,120 SH   SOLE   436,120 0 0
58.COM INC COM 31680Q104   890,010 16,500 SH   SOLE   16,500 0 0
A O SMITH COM 831865209   113,088 2,400 SH   SOLE   2,400 0 0
ABBOTT LABS COM 002824100   3,754,664 41,066 SH   SOLE   41,066 0 0
ABBVIE COM 00287Y109   4,026,067 41,007 SH   SOLE   41,007 0 0
ACTIVISION BLIZZARD COM 00507V109   2,314,950 30,500 SH   SOLE   30,500 0 0
ADDUS HOMECARE COM 006739106   351,728 3,800 SH   SOLE   3,800 0 0
ADOBE COM 00724F101   42,360,887 97,312 SH   SOLE   97,312 0 0
ADV MICRO DEV COM 007903107   2,378,603 45,212 SH   SOLE   45,212 0 0
ADVANCE AUTO COM 00751Y106   324,786 2,280 SH   SOLE   2,280 0 0
AFLAC COM 001055102   1,012,443 28,100 SH   SOLE   28,100 0 0
AGILENT TECH COM 00846U101   1,051,603 11,900 SH   SOLE   11,900 0 0
AGNC INVESTMENT COM 00123Q104   232,961 18,059 SH   SOLE   18,059 0 0
AIR PRODS & CHEM COM 009158106   2,028,264 8,400 SH   SOLE   8,400 0 0
AKAMAI TECH COM 00971T101   25,559,599 238,674 SH   SOLE   238,674 0 0
ALEX REAL ESTATE EQ COM 015271109   649,000 4,000 SH   SOLE   4,000 0 0
ALEXION PHARMACEUTIC COM 015351109   909,144 8,100 SH   SOLE   8,100 0 0
ALIBABA ADR COM 01609W102   93,444,691 433,216 SH   SOLE   433,216 0 0
ALIGN TECHNOLOGY COM 016255101   850,764 3,100 SH   SOLE   3,100 0 0
ALLSTATE COM 020002101   1,203,452 12,408 SH   SOLE   12,408 0 0
ALLY FINANCIAL COM 02005N100   335,127 16,900 SH   SOLE   16,900 0 0
ALPHABET A CAP STK CL A 02079K305   77,068,181 54,348 SH   SOLE   54,348 0 0
ALTICE USA INC COM 02156K103   81,144 3,600 SH   SOLE   3,600 0 0
AMAZON COM 023135106   43,269,333 15,684 SH   SOLE   15,684 0 0
AMERCO COM 023586100   90,657 300 SH   SOLE   300 0 0
AMERICAN EXPRESS COM 025816109   2,570,400 27,000 SH   SOLE   27,000 0 0
AMERICAN TOWER COM 03027X100   2,675,889 10,350 SH   SOLE   10,350 0 0
AMERICAN WATER W COM 030420103   836,290 6,500 SH   SOLE   6,500 0 0
AMERIS BANCORP COM 03076K108   306,670 13,000 SH   SOLE   13,000 0 0
AMGEN COM 031162100   5,306,850 22,500 SH   SOLE   22,500 0 0
ANSYS COM 03662Q105   1,050,228 3,600 SH   SOLE   3,600 0 0
APPLE COM 037833100   65,881,421 180,596 SH   SOLE   180,596 0 0
APPLIED MATERIALS COM 038222105   2,051,189 33,932 SH   SOLE   33,932 0 0
ARISTA NETWORKS COM 040413106   294,042 1,400 SH   SOLE   1,400 0 0
ARROW ELECTRONICS COM 042735100   281,629 4,100 SH   SOLE   4,100 0 0
ARTHUR J GALLAGHER COM 363576109   428,956 4,400 SH   SOLE   4,400 0 0
ASSURANT COM 04621X108   165,264 1,600 SH   SOLE   1,600 0 0
AT&T COM 00206R102   8,114,065 268,411 SH   SOLE   268,411 0 0
ATKORE COM 047649108   432,130 15,800 SH   SOLE   15,800 0 0
ATMOS ENERGY CORP COM 049560105   258,908 2,600 SH   SOLE   2,600 0 0
AUTODESK COM 052769106   2,057,034 8,600 SH   SOLE   8,600 0 0
AUTOHOME INC-ADR COM 05278C107   853,150 11,300 SH   SOLE   11,300 0 0
AUTOLIV (US) COM 052800109   180,628 2,800 SH   SOLE   2,800 0 0
AUTOMATIC DATA P COM 053015103   2,474,403 16,619 SH   SOLE   16,619 0 0
AUTOZONE COM 053332102   1,015,308 900 SH   SOLE   900 0 0
AVALONBAY COMM COM 053484101   850,520 5,500 SH   SOLE   5,500 0 0
AVERY DENNISON COM 053611109   296,634 2,600 SH   SOLE   2,600 0 0
BAIDU ADR COM 056752108   4,999,413 41,700 SH   SOLE   41,700 0 0
BALL COM 058498106   854,727 12,300 SH   SOLE   12,300 0 0
BANCO BRADESCO-ADR COM 059460303   2,543,754 667,652 SH   SOLE   667,652 0 0
BANCOLOMBIA-ADR COM 05968L102   557,772 21,200 SH   SOLE   21,200 0 0
BANK OF AMERICA COM 060505104   4,289,250 180,600 SH   SOLE   180,600 0 0
BAXTER INTL COM 071813109   1,107,935 12,868 SH   SOLE   12,868 0 0
BERKSHIRE HATHAWAY B COM 084670702   9,461,030 53,000 SH   SOLE   53,000 0 0
BEST BUY COM 086516101   828,367 9,492 SH   SOLE   9,492 0 0
BIO RAD LABORATORIES COM 090572207   295,274 654 SH   SOLE   654 0 0
BIOGEN COM 09062X103   1,899,337 7,099 SH   SOLE   7,099 0 0
BIOMARIN COM 09061G101   32,714,332 265,237 SH   SOLE   265,237 0 0
BLACK KNIGHT INC COM 09215C105   314,112 4,329 SH   SOLE   4,329 0 0
BLACKROCK COM 09247X101   28,898,796 53,114 SH   SOLE   53,114 0 0
BLOCK INC USD COM 852234103   902,484 8,600 SH   SOLE   8,600 0 0
BNY MELLON COM 064058100   1,204,063 31,153 SH   SOLE   31,153 0 0
BOOKING HOLDINGS COM 09857L108   1,433,106 900 SH   SOLE   900 0 0
BORGWARNER COM 099724106   169,440 4,800 SH   SOLE   4,800 0 0
BOSTON PROPERTIES COM 101121101   442,862 4,900 SH   SOLE   4,900 0 0
BOSTON SCIENT COM 101137107   1,123,520 32,000 SH   SOLE   32,000 0 0
BRISTOL MYERS COM 110122108   5,021,520 85,400 SH   SOLE   85,400 0 0
BROADRIDGE FINANCIAL COM 11133T103   630,950 5,000 SH   SOLE   5,000 0 0
BROWN & BROWN COM 115236101   336,718 8,261 SH   SOLE   8,261 0 0
BURLINGTON STORES COM 122017106   551,404 2,800 SH   SOLE   2,800 0 0
C.H. ROBINSON WORLDW COM 12541W209   268,804 3,400 SH   SOLE   3,400 0 0
CABLE ONE COM 12685J105   354,970 200 SH   SOLE   200 0 0
CADENCE DESIGN COM 127387108   1,103,540 11,500 SH   SOLE   11,500 0 0
CAMDEN PROPERTY TRUS COM 133131102   191,562 2,100 SH   SOLE   2,100 0 0
CAMPBELL SOUP COM 134429109   268,002 5,400 SH   SOLE   5,400 0 0
CAPITAL ONE FIN COM 14040H105   719,785 11,500 SH   SOLE   11,500 0 0
CARDINAL HEALTH COM 14149Y108   709,784 13,600 SH   SOLE   13,600 0 0
CARMAX COM 143130102   456,705 5,100 SH   SOLE   5,100 0 0
CBOE GLOBAL MARKETS COM 12503M108   371,721 3,985 SH   SOLE   3,985 0 0
CBRE GROUP A COM 12504L109   474,810 10,500 SH   SOLE   10,500 0 0
CDK GLOBAL INC COM 12508E101   161,538 3,900 SH   SOLE   3,900 0 0
CDW COM 12514G108   627,372 5,400 SH   SOLE   5,400 0 0
CELANESE COM 150870103   276,288 3,200 SH   SOLE   3,200 0 0
CENCORA COM 03073E105   524,004 5,200 SH   SOLE   5,200 0 0
CENTENE COM 15135B101   24,483,464 385,263 SH   SOLE   385,263 0 0
CENTERPNT ENERGY COM 15189T107   375,267 20,100 SH   SOLE   20,100 0 0
CERNER CORP COM 156782104   856,875 12,500 SH   SOLE   12,500 0 0
CHARLES SCHWAB COM 808513105   880,614 26,100 SH   SOLE   26,100 0 0
CHARTER COMM COM 16119P108   1,785,140 3,500 SH   SOLE   3,500 0 0
CHURCH & DWIGHT COM 171340102   687,970 8,900 SH   SOLE   8,900 0 0
CIA SANE BASIC D ADR COM 20441A102   737,802 70,200 SH   SOLE   70,200 0 0
CIENA COM 171779309   4,051,276 74,802 SH   SOLE   74,802 0 0
CIGNA COM 125523100   2,686,210 14,315 SH   SOLE   14,315 0 0
CINCINNATI FIN COM 172062101   256,120 4,000 SH   SOLE   4,000 0 0
CINTAS COM 172908105   532,720 2,000 SH   SOLE   2,000 0 0
CIRRUS LOGIC COM 172755100   3,611,041 58,450 SH   SOLE   58,450 0 0
CISCO COM 17275R102   7,398,503 158,630 SH   SOLE   158,630 0 0
CITIGROUP USD COM 172967424   19,157,492 374,902 SH   SOLE   374,902 0 0
CITRIX SYSTEMS COM 177376100   4,391,448 29,690 SH   SOLE   29,690 0 0
CLOROX COM 189054109   1,118,787 5,100 SH   SOLE   5,100 0 0
CME GROUP COM 12572Q105   2,226,798 13,700 SH   SOLE   13,700 0 0
CMS ENERGY CORP COM 125896100   701,040 12,000 SH   SOLE   12,000 0 0
COCA COLA COM 191216100   7,001,356 156,700 SH   SOLE   156,700 0 0
COGNEX COM 192422103   313,829 5,255 SH   SOLE   5,255 0 0
COGNIZANT TECH COM 192446102   698,886 12,300 SH   SOLE   12,300 0 0
COLGATE PALMOLIVE COM 194162103   32,755,718 447,116 SH   SOLE   447,116 0 0
COMCAST A COM 20030N101   6,634,396 170,200 SH   SOLE   170,200 0 0
COMERICA INC COM 200340107   144,780 3,800 SH   SOLE   3,800 0 0
CONSOLIDATED EDI COM 209115104   899,125 12,500 SH   SOLE   12,500 0 0
COPART COM 217204106   782,738 9,400 SH   SOLE   9,400 0 0
CORNING INC COM 219350105   461,020 17,800 SH   SOLE   17,800 0 0
COSTAR GROUP COM 22160N109   568,536 800 SH   SOLE   800 0 0
COSTCO COMPANIES COM 22160K105   5,093,928 16,800 SH   SOLE   16,800 0 0
CROWN HOLDINGS COM 228368106   350,334 5,379 SH   SOLE   5,379 0 0
CRYOPORT COM 229050307   437,113 14,450 SH   SOLE   14,450 0 0
CSX COM 126408103   2,057,748 29,506 SH   SOLE   29,506 0 0
CVS HEALTH COM 126650100   3,133,178 48,225 SH   SOLE   48,225 0 0
DAVITA COM 23918K108   213,678 2,700 SH   SOLE   2,700 0 0
DEERE COM 244199105   1,784,910 11,358 SH   SOLE   11,358 0 0
DELL TECH INC C COM 24703L202   474,737 8,641 SH   SOLE   8,641 0 0
DELTA AIR LINES INC COM 247361702   112,200 4,000 SH   SOLE   4,000 0 0
DENTSPLY SIRONA COM 24906P109   361,292 8,200 SH   SOLE   8,200 0 0
DEXCOM COM 252131107   5,412,495 13,351 SH   SOLE   13,351 0 0
DIGITAL REALTY TRUST COM 253868103   1,492,155 10,500 SH   SOLE   10,500 0 0
DISCOVER FINANCIAL COM 254709108   505,909 10,100 SH   SOLE   10,100 0 0
DISCOVERY A COM 25470F104   166,690 7,900 SH   SOLE   7,900 0 0
DISCOVERY C COM 25470F302   256,158 13,300 SH   SOLE   13,300 0 0
DISH NETWORK A COM 25470M109   255,374 7,400 SH   SOLE   7,400 0 0
DOLLAR GENERAL COM 256677105   1,809,845 9,500 SH   SOLE   9,500 0 0
DOLLAR TREE COM 256746108   541,715 5,845 SH   SOLE   5,845 0 0
DOW COM 260557103   729,604 17,900 SH   SOLE   17,900 0 0
DROPBOX COM 26210C104   254,709 11,700 SH   SOLE   11,700 0 0
DUKE REALTY COM 264411505   481,304 13,600 SH   SOLE   13,600 0 0
DUPONT DE NEMOURS COM 26614N102   850,080 16,000 SH   SOLE   16,000 0 0
EASTMAN CHEMICAL COM 277432100   362,128 5,200 SH   SOLE   5,200 0 0
EBAY COM 278642103   965,080 18,400 SH   SOLE   18,400 0 0
EDISON INTL COM 281020107   841,805 15,500 SH   SOLE   15,500 0 0
EDWARDS LIFESCIENSES COM 28176E108   1,614,064 23,355 SH   SOLE   23,355 0 0
ELECTRONIC ARTS COM 285512109   25,340,395 191,900 SH   SOLE   191,900 0 0
ELEVANCE HEALTH COM 036752103   2,550,906 9,700 SH   SOLE   9,700 0 0
ENCOMPASS HEALTH COM 29261A100   18,472,976 298,288 SH   SOLE   298,288 0 0
ENTERGY COM 29364G103   440,907 4,700 SH   SOLE   4,700 0 0
EPAM SYSTEMS INC COM 29414B104   546,358 2,168 SH   SOLE   2,168 0 0
EQUINIX COM 29444U700   2,344,980 3,339 SH   SOLE   3,339 0 0
EQUITABLE HOLDINGS COM 29452E101   231,480 12,000 SH   SOLE   12,000 0 0
EQUITY RESIDENT COM 29476L107   823,480 14,000 SH   SOLE   14,000 0 0
ERIE INDEMNITY CO COM 29530P102   134,330 700 SH   SOLE   700 0 0
ESSEX PROPERTY TR COM 297178105   618,759 2,700 SH   SOLE   2,700 0 0
ESTEE LAUDER COM 518439104   1,471,704 7,800 SH   SOLE   7,800 0 0
ETRADE GROUP COM 269246401   253,623 5,100 SH   SOLE   5,100 0 0
EVERSOURCE ENERGY COM 30040W108   1,040,875 12,500 SH   SOLE   12,500 0 0
EXACT SCIENCES COM 30063P105   4,303,530 49,500 SH   SOLE   49,500 0 0
EXELON COM 30161N101   1,379,891 38,024 SH   SOLE   38,024 0 0
EXPEDIA COM 30212P303   295,920 3,600 SH   SOLE   3,600 0 0
EXPEDITORS COM 302130109   517,072 6,800 SH   SOLE   6,800 0 0
EXTRA SPACE STORAGE COM 30225T102   461,850 5,000 SH   SOLE   5,000 0 0
F5 NETWORKS INC COM 315616102   320,665 2,299 SH   SOLE   2,299 0 0
FACTSET RESEARCH SYS COM 303075105   444,748 1,354 SH   SOLE   1,354 0 0
FAIR ISAAC COM 303250104   292,628 700 SH   SOLE   700 0 0
FASTENAL COM 311900104   899,640 21,000 SH   SOLE   21,000 0 0
FEDERAL REALTY INVS COM 313747206   204,504 2,400 SH   SOLE   2,400 0 0
FEDEX COM 31428X106   1,374,156 9,800 SH   SOLE   9,800 0 0
FIDELITY NAT INF COM 31620M106   3,231,569 24,100 SH   SOLE   24,100 0 0
FIFTH THIRD BAN COM 316773100   350,896 18,200 SH   SOLE   18,200 0 0
FIRST INDUSTR REALTY COM 32054K103   395,163 10,280 SH   SOLE   10,280 0 0
FIRST REPUBLIC BANK COM 33616C100   752,529 7,100 SH   SOLE   7,100 0 0
FISERV COM 337738108   1,356,918 13,900 SH   SOLE   13,900 0 0
FLEETCOR TECH COM 339041105   503,060 2,000 SH   SOLE   2,000 0 0
FNF GROUP COM 31620R303   199,290 6,500 SH   SOLE   6,500 0 0
FORTINET COM 34959E109   411,810 3,000 SH   SOLE   3,000 0 0
FORTIVE CORP COM 34959J108   510,833 7,550 SH   SOLE   7,550 0 0
FORTUNE BRANDS INNOV COM 34964C106   166,218 2,600 SH   SOLE   2,600 0 0
FOX CORP A CL A COM 35137L105   270,882 10,100 SH   SOLE   10,100 0 0
FOX CORP B CL B COM 35137L204   152,988 5,700 SH   SOLE   5,700 0 0
FRANKLIN RES COM 354613101   348,102 16,600 SH   SOLE   16,600 0 0
FRONTDOOR COM 35905A109   20,203,398 455,750 SH   SOLE   455,750 0 0
GDS HOLDINGS ADR COM 36165L108   876,260 11,000 SH   SOLE   11,000 0 0
GEN DIGITAL COM 668771108   422,379 21,300 SH   SOLE   21,300 0 0
GENERAL MILLS COM 370334104   1,522,755 24,700 SH   SOLE   24,700 0 0
GENUINE PARTS COM 372460105   382,624 4,400 SH   SOLE   4,400 0 0
GILEAD SCIENCES COM 375558103   3,754,672 48,800 SH   SOLE   48,800 0 0
GLOBAL PAYMENTS COM 37940X102   32,772,280 193,210 SH   SOLE   193,210 0 0
GLOBE LIFE COM 37959E102   170,729 2,300 SH   SOLE   2,300 0 0
GOLDMAN SACHS COM 38141G104   19,387,708 98,106 SH   SOLE   98,106 0 0
GUIDEWIRE SOFTWARE COM 40171V100   277,125 2,500 SH   SOLE   2,500 0 0
HARTFORD FIN SERV COM 416515104   481,875 12,500 SH   SOLE   12,500 0 0
HASBRO COM 418056107   389,065 5,191 SH   SOLE   5,191 0 0
HCA HEALTHCARE COM 40412C101   1,048,248 10,800 SH   SOLE   10,800 0 0
HD SUPPLY COM 40416M105   207,900 6,000 SH   SOLE   6,000 0 0
HEALTHPEAK PROP COM 42250P103   519,368 18,845 SH   SOLE   18,845 0 0
HENRY SCHEIN COM 806407102   350,340 6,000 SH   SOLE   6,000 0 0
HERSHEY COM 427866108   375,898 2,900 SH   SOLE   2,900 0 0
HILTON COM 43300A203   457,814 6,233 SH   SOLE   6,233 0 0
HOLOGIC COM 436440101   342,000 6,000 SH   SOLE   6,000 0 0
HOME DEPOT COM 437076102   10,446,267 41,700 SH   SOLE   41,700 0 0
HORMEL FOODS COM 440452100   362,025 7,500 SH   SOLE   7,500 0 0
HOST HOTELS & RESORT COM 44107P104   296,725 27,500 SH   SOLE   27,500 0 0
HP COM 40434L105   1,019,655 58,500 SH   SOLE   58,500 0 0
HP ENTERPRISE CO COM 42824C109   482,141 49,552 SH   SOLE   49,552 0 0
HUMANA COM 444859102   1,926,342 4,968 SH   SOLE   4,968 0 0
HUNTINGTON BANC COM 446150104   305,383 33,800 SH   SOLE   33,800 0 0
IBM COM 459200101   4,082,026 33,800 SH   SOLE   33,800 0 0
ICICI BANK LTD ADR COM 45104G104   17,357,464 1,868,403 SH   SOLE   1,868,403 0 0
IDEXX LAB COM 45168D104   660,320 2,000 SH   SOLE   2,000 0 0
ILLINOIS TOOL COM 452308109   2,144,535 12,265 SH   SOLE   12,265 0 0
ILLUMINA COM 452327109   6,174,105 16,671 SH   SOLE   16,671 0 0
INCYTE COM 45337C102   436,674 4,200 SH   SOLE   4,200 0 0
INFOSYS LTD-SP ADR COM 456788108   7,189,938 744,300 SH   SOLE   744,300 0 0
INTEL COM 458140100   9,877,933 165,100 SH   SOLE   165,100 0 0
INTERCONT EXCHANGE COM 45866F104   2,024,360 22,100 SH   SOLE   22,100 0 0
INTERNATIONAL PAPER COM 460146103   461,251 13,100 SH   SOLE   13,100 0 0
INTERPUBLIC GROUP COM 460690100   216,216 12,600 SH   SOLE   12,600 0 0
INTL FLAVORS & FRAGR COM 459506101   428,610 3,500 SH   SOLE   3,500 0 0
INTUIT COM 461202103   3,016,399 10,184 SH   SOLE   10,184 0 0
IONIS PHARMACEUTICAL COM 462222100   200,464 3,400 SH   SOLE   3,400 0 0
IPG PHOTONICS COM 44980X109   245,236 1,529 SH   SOLE   1,529 0 0
IQVIA HOLDINGS COM 46266C105   1,106,806 7,801 SH   SOLE   7,801 0 0
IRON MOUNTAIN REIT COM 46284V101   304,143 11,653 SH   SOLE   11,653 0 0
ITAU UNIBANCO PREF COM 465562106   3,448,388 735,264 SH   SOLE   735,264 0 0
JACK HENRY & ASSOC COM 426281101   426,950 2,320 SH   SOLE   2,320 0 0
JB HUNT TRANSPORT COM 445658107   328,528 2,730 SH   SOLE   2,730 0 0
JD COM INC ADR COM 47215P106   7,010,970 116,500 SH   SOLE   116,500 0 0
JM SMUCKER COM 832696405   306,849 2,900 SH   SOLE   2,900 0 0
JONES LANG LASALLE COM 48020Q107   217,266 2,100 SH   SOLE   2,100 0 0
JOYY INC COM 46591M109   903,210 10,200 SH   SOLE   10,200 0 0
JP MORGAN CHASE COM 46625H100   34,011,249 361,591 SH   SOLE   361,591 0 0
JUNIPER NETWORKS COM 48203R104   320,040 14,000 SH   SOLE   14,000 0 0
KELLANOVA COM 487836108   409,572 6,200 SH   SOLE   6,200 0 0
KEURIG DR PEPPER COM 49271V100   454,400 16,000 SH   SOLE   16,000 0 0
KEYCORP COM 493267108   281,358 23,100 SH   SOLE   23,100 0 0
KIMBERLY CLARKE COM 494368103   1,750,196 12,382 SH   SOLE   12,382 0 0
KLA CORPORATION COM 482480100   777,920 4,000 SH   SOLE   4,000 0 0
KNIGHT SWIFT TRANSP COM 499049104   316,495 7,588 SH   SOLE   7,588 0 0
KROGER CO COM 501044101   1,052,735 31,100 SH   SOLE   31,100 0 0
LABORATORY CORP OF A COM 50540R409   481,719 2,900 SH   SOLE   2,900 0 0
LAM RESEARCH COM 512807108   1,859,895 5,750 SH   SOLE   5,750 0 0
LAMB WESTON HOLDINGS COM 513272104   15,947,339 249,450 SH   SOLE   249,450 0 0
LEAR COM 521865204   239,844 2,200 SH   SOLE   2,200 0 0
LENDING TREE COM 52603B107   387,970 1,340 SH   SOLE   1,340 0 0
LENNAR COM 526057104   382,044 6,200 SH   SOLE   6,200 0 0
LENNOX INTL COM 526107107   209,691 900 SH   SOLE   900 0 0
LIBERTY BROADBAND-A COM 530307107   109,971 900 SH   SOLE   900 0 0
LIBERTY BROADBAND-C COM 530307305   272,712 2,200 SH   SOLE   2,200 0 0
LIBERTY M SIRIUSXM A COM 531229409   141,532 4,100 SH   SOLE   4,100 0 0
LIBERTY M SIRIUSXM C COM 531229607   126,363 3,668 SH   SOLE   3,668 0 0
LINCOLN NATL COR COM 534187109   331,110 9,000 SH   SOLE   9,000 0 0
LIVE NATION COM 538034109   284,599 6,420 SH   SOLE   6,420 0 0
LIVENT CORP COM 53814L108   208,116 33,785 SH   SOLE   33,785 0 0
LKQ COM 501889208   269,441 10,284 SH   SOLE   10,284 0 0
LOEWS CORP COM 540424108   411,480 12,000 SH   SOLE   12,000 0 0
LOWE'S COMPANIES COM 548661107   3,959,016 29,300 SH   SOLE   29,300 0 0
LULULEMON ATHLETICA COM 550021109   1,466,447 4,700 SH   SOLE   4,700 0 0
MARKETAXESS HOLDINGS COM 57060D108   801,472 1,600 SH   SOLE   1,600 0 0
MARSH & MCLENNAN COM 571748102   2,085,555 19,424 SH   SOLE   19,424 0 0
MARTIN MARIETTA MATE COM 573284106   330,512 1,600 SH   SOLE   1,600 0 0
MASCO COM 574599106   451,890 9,000 SH   SOLE   9,000 0 0
MASTERCARD COM 57636Q104   10,053,800 34,000 SH   SOLE   34,000 0 0
MCKESSON COM 58155Q103   1,027,914 6,700 SH   SOLE   6,700 0 0
MERCK USD COM 58933Y105   38,774,113 501,411 SH   SOLE   501,411 0 0
METLIFE COM 59156R108   1,082,672 29,646 SH   SOLE   29,646 0 0
METTLER-TOLEDO COM 592688105   805,550 1,000 SH   SOLE   1,000 0 0
MICROSOFT COM 594918104   148,174,206 728,093 SH   SOLE   728,093 0 0
MOBILE TELESYST ADR COM 607409109   891,430 97,000 SH   SOLE   97,000 0 0
MODERNA COM 60770K107   4,674,488 72,800 SH   SOLE   72,800 0 0
MOHAWK INDS COM 608190104   216,647 2,129 SH   SOLE   2,129 0 0
MOLINA HEALTHCARE COM 60855R100   249,172 1,400 SH   SOLE   1,400 0 0
MOMO INC COM 60879B107   437,000 25,000 SH   SOLE   25,000 0 0
MONDELEZ INTL COM 609207105   1,682,177 32,900 SH   SOLE   32,900 0 0
MONGODB COM 60937P106   226,340 1,000 SH   SOLE   1,000 0 0
MOODYS COM 615369105   1,785,745 6,500 SH   SOLE   6,500 0 0
MORGAN STANLEY COM 617446448   2,270,390 47,006 SH   SOLE   47,006 0 0
MOTOROLA SOLUTIONS COM 620076307   816,678 5,828 SH   SOLE   5,828 0 0
MSCI INC COM 55354G100   972,084 2,912 SH   SOLE   2,912 0 0
NASDAQ OMX GROUP COM 631103108   498,668 4,174 SH   SOLE   4,174 0 0
NETAPP COM 64110D104   177,480 4,000 SH   SOLE   4,000 0 0
NETEASE USD COM 64110W102   4,766,118 11,100 SH   SOLE   11,100 0 0
NETFLIX COM 64110L106   7,644,672 16,800 SH   SOLE   16,800 0 0
NEW ORIENTAL EDUCATI COM 647581107   2,799,945 21,500 SH   SOLE   21,500 0 0
NEWELL BRANDS COM 651229106   273,184 17,203 SH   SOLE   17,203 0 0
NEWMONT COM 651639106   1,996,795 32,342 SH   SOLE   32,342 0 0
NEWS CORP CL A COM 65249B109   271,772 22,915 SH   SOLE   22,915 0 0
NIKE COM 654106103   4,637,765 47,300 SH   SOLE   47,300 0 0
NORDSON COM 655663102   246,623 1,300 SH   SOLE   1,300 0 0
NORFOLK SOUTHERN COM 655844108   1,714,792 9,767 SH   SOLE   9,767 0 0
NORTHERN TRUST COM 665859104   396,700 5,000 SH   SOLE   5,000 0 0
NUVASIVE COM 670704105   14,989,238 269,300 SH   SOLE   269,300 0 0
NVIDIA COM 67066G104   38,713,969 101,903 SH   SOLE   101,903 0 0
NVR COM 62944T105   228,113 70 SH   SOLE   70 0 0
OLD DOMINION FREIGHT COM 679580100   644,442 3,800 SH   SOLE   3,800 0 0
OMEGA HEALTHCARE INV COM 681936100   196,218 6,600 SH   SOLE   6,600 0 0
OMNICOM GROUP COM 681919106   404,040 7,400 SH   SOLE   7,400 0 0
ORACLE COM 68389X105   4,764,274 86,200 SH   SOLE   86,200 0 0
OREILLY AUTOMOTIVE COM 67103H107   1,222,843 2,900 SH   SOLE   2,900 0 0
OWENS CORNING COM 690742101   223,040 4,000 SH   SOLE   4,000 0 0
PACKAGING CORP OF AM COM 695156109   419,160 4,200 SH   SOLE   4,200 0 0
PALO ALTO NETWORKS COM 697435105   24,011,769 104,549 SH   SOLE   104,549 0 0
PARAMOUNT GLOBAL COM 92556H206   485,732 20,829 SH   SOLE   20,829 0 0
PARKER HANNIFIN COM 701094104   604,791 3,300 SH   SOLE   3,300 0 0
PAYCHEX COM 704326107   848,400 11,200 SH   SOLE   11,200 0 0
PAYCOM SOFTWARE COM 70432V102   650,433 2,100 SH   SOLE   2,100 0 0
PAYPAL COM 70450Y103   4,512,557 25,900 SH   SOLE   25,900 0 0
PEOPLE'S UNITED FIN COM 712704105   224,458 19,400 SH   SOLE   19,400 0 0
PEPSICO COM 713448108   6,903,972 52,200 SH   SOLE   52,200 0 0
PINDUODUO INC COM 722304102   3,124,576 36,400 SH   SOLE   36,400 0 0
PNC FINANCIAL SERV COM 693475105   1,683,465 16,001 SH   SOLE   16,001 0 0
PPG INDS INC COM 693506107   933,328 8,800 SH   SOLE   8,800 0 0
PRINCIPAL FIN GROUP COM 74251V102   394,630 9,500 SH   SOLE   9,500 0 0
PROCTER COM 742718109   11,246,276 94,056 SH   SOLE   94,056 0 0
PROGRESSIVE COM 743315103   1,065,463 13,300 SH   SOLE   13,300 0 0
PROLOGIS COM 74340W103   30,963,627 331,765 SH   SOLE   331,765 0 0
PRUDENTIAL FINL COM 744320102   908,811 14,923 SH   SOLE   14,923 0 0
PTC COM 69370C100   373,392 4,800 SH   SOLE   4,800 0 0
PUBLIC SERVICE ENTER COM 744573106   865,216 17,600 SH   SOLE   17,600 0 0
PUBLIC STORAGE COM 74460D109   729,182 3,800 SH   SOLE   3,800 0 0
PULTEGROUP COM 745867101   197,374 5,800 SH   SOLE   5,800 0 0
QUALCOMM COM 747525103   3,958,514 43,400 SH   SOLE   43,400 0 0
QUEST DIAGNOSTICS COM 74834L100   501,424 4,400 SH   SOLE   4,400 0 0
RADNET COM 750491102   336,444 21,200 SH   SOLE   21,200 0 0
RALPH LAUREN COM 751212101   195,804 2,700 SH   SOLE   2,700 0 0
REALTY INCOME COM 756109104   428,400 7,200 SH   SOLE   7,200 0 0
REGENCY CENTERS COM 758849103   278,919 6,078 SH   SOLE   6,078 0 0
REGENERON PHARMA COM 75886F107   2,369,870 3,800 SH   SOLE   3,800 0 0
REGIONS FIN COM 7591EP100   375,856 33,800 SH   SOLE   33,800 0 0
REPUBLIC SERV COM 760759100   681,015 8,300 SH   SOLE   8,300 0 0
RESMED COM 761152107   1,052,544 5,482 SH   SOLE   5,482 0 0
REVVITY COM 714046109   392,360 4,000 SH   SOLE   4,000 0 0
RINGCENTRAL COM 76680R206   484,517 1,700 SH   SOLE   1,700 0 0
ROBERT HALF COM 770323103   355,599 6,731 SH   SOLE   6,731 0 0
ROCKWELL AUTOM COM 773903109   979,800 4,600 SH   SOLE   4,600 0 0
ROLLINS COM 775711104   164,219 3,874 SH   SOLE   3,874 0 0
ROPER TECHNOLOGIES COM 776696106   1,630,692 4,200 SH   SOLE   4,200 0 0
ROSS STORES COM 778296103   1,150,143 13,493 SH   SOLE   13,493 0 0
S&P GLOBAL COM 78409V104   25,272,104 76,703 SH   SOLE   76,703 0 0
SALESFORCE COM 79466L302   5,910,262 31,550 SH   SOLE   31,550 0 0
SAREPTA THER COM 803607100   22,704,144 141,600 SH   SOLE   141,600 0 0
SATSUMA PHARMA COM 80405P107   230,080 8,000 SH   SOLE   8,000 0 0
SBA COMMUNICATIONS COM 78410G104   804,384 2,700 SH   SOLE   2,700 0 0
SEALED AIR COM 81211K100   280,966 8,553 SH   SOLE   8,553 0 0
SEI INVESTMENTS CO COM 784117103   164,940 3,000 SH   SOLE   3,000 0 0
SEMPRA ENERGY COM 816851109   1,254,361 10,700 SH   SOLE   10,700 0 0
SERVICENOW COM 81762P102   1,782,264 4,400 SH   SOLE   4,400 0 0
SHERWIN WILLIAMS COM 824348106   1,791,335 3,100 SH   SOLE   3,100 0 0
SIGNATURE BANK COM 82669G104   138,996 1,300 SH   SOLE   1,300 0 0
SILK ROAD MED COM 82710M100   4,639,318 110,750 SH   SOLE   110,750 0 0
SIMON PROPERTY GROUP COM 828806109   798,678 11,680 SH   SOLE   11,680 0 0
SIRIUS XM HOLDINGS COM 82968B103   308,944 52,631 SH   SOLE   52,631 0 0
SLM COM 78442P106   326,122 46,390 SH   SOLE   46,390 0 0
SNAP COM 83304A106   469,800 20,000 SH   SOLE   20,000 0 0
SNAP-ON INC COM 833034101   152,361 1,100 SH   SOLE   1,100 0 0
SOLAREDGE TECH COM 83417M104   4,050,433 29,186 SH   SOLE   29,186 0 0
SOUTHWEST AIRLINES COM 844741108   123,048 3,600 SH   SOLE   3,600 0 0
SPLUNK COM 848637104   5,223,426 26,288 SH   SOLE   26,288 0 0
STAG INDUSTRIAL COM 85254J102   403,736 13,770 SH   SOLE   13,770 0 0
STANLEY BLACK&DECKER COM 854502101   459,954 3,300 SH   SOLE   3,300 0 0
STARBUCKS COM 855244109   21,074,336 286,375 SH   SOLE   286,375 0 0
STATE STREET COM 857477103   806,386 12,689 SH   SOLE   12,689 0 0
STEEL DYNAMICS COM 858119100   80,879 3,100 SH   SOLE   3,100 0 0
SUZANO PAP E CEL ADR COM 86959K105   725,240 107,284 SH   SOLE   107,284 0 0
SVB FINANCIAL COM 78486Q101   237,083 1,100 SH   SOLE   1,100 0 0
SYNCHRONY FINANCIAL COM 87165B103   418,824 18,900 SH   SOLE   18,900 0 0
SYNOPS COM 871607107   682,500 3,500 SH   SOLE   3,500 0 0
SYSCO COM 871829107   954,090 17,455 SH   SOLE   17,455 0 0
T ROWE PRICE GP COM 74144T108   1,009,366 8,173 SH   SOLE   8,173 0 0
TAKE TWO INTERACT COM 874054109   488,495 3,500 SH   SOLE   3,500 0 0
TAL EDUCATIO-ADR COM 874080104   4,013,906 58,700 SH   SOLE   58,700 0 0
TARGET COM 87612E106   2,338,635 19,500 SH   SOLE   19,500 0 0
TELADOC HEALTH COM 87918A105   591,604 3,100 SH   SOLE   3,100 0 0
TELEFLEX COM 879369106   436,776 1,200 SH   SOLE   1,200 0 0
TERADYNE COM 880770102   278,883 3,300 SH   SOLE   3,300 0 0
TEXAS INSTRUMENT COM 882508104   4,558,223 35,900 SH   SOLE   35,900 0 0
THERMO FISCHER SCIEN COM 883556102   37,263,046 102,840 SH   SOLE   102,840 0 0
TIFFANY COM 886547108   499,954 4,100 SH   SOLE   4,100 0 0
TJX COM 872540109   2,345,984 46,400 SH   SOLE   46,400 0 0
TRACTOR SUPPLY COM 892356106   619,413 4,700 SH   SOLE   4,700 0 0
TRANSUNION COM 89400J107   548,352 6,300 SH   SOLE   6,300 0 0
TRAVELERS COMPANIES COM 89417E109   1,128,183 9,892 SH   SOLE   9,892 0 0
TRIMBLE COM 896239100   392,079 9,078 SH   SOLE   9,078 0 0
TRIP.COM GROUP LTD COM 89677Q107   1,936,224 74,700 SH   SOLE   74,700 0 0
TWITTER INC COM 90184L102   613,674 20,600 SH   SOLE   20,600 0 0
TYLER TECHNOLOGIES I COM 902252105   277,504 800 SH   SOLE   800 0 0
UDR COM 902653104   482,202 12,900 SH   SOLE   12,900 0 0
ULTA BEAUTY COM 90384S303   345,814 1,700 SH   SOLE   1,700 0 0
UNION PACIFIC COM 907818108   4,463,448 26,400 SH   SOLE   26,400 0 0
UNITED PARCEL B COM 911312106   2,991,965 26,911 SH   SOLE   26,911 0 0
UNITED RENTALS COM 911363109   447,120 3,000 SH   SOLE   3,000 0 0
UNITEDHEALTH GRP COM 91324P102   10,677,190 36,200 SH   SOLE   36,200 0 0
US BANCORP COM 902973304   1,159,830 31,500 SH   SOLE   31,500 0 0
VARIAN MED SYS I COM 92220P105   404,316 3,300 SH   SOLE   3,300 0 0
VARONIS SYSTEMS COM 922280102   415,856 4,700 SH   SOLE   4,700 0 0
VEEVA SYSTEMS COM 922475108   1,125,216 4,800 SH   SOLE   4,800 0 0
VENTAS COM 92276F100   556,258 15,190 SH   SOLE   15,190 0 0
VERINT SYSTEMS COM 92343X100   378,157 8,370 SH   SOLE   8,370 0 0
VERISK ANALYTICS COM 92345Y106   965,545 5,673 SH   SOLE   5,673 0 0
VERIZON COMM COM 92343V104   35,583,493 645,447 SH   SOLE   645,447 0 0
VERTEX PHARMACEUT COM 92532F100   2,903,100 10,000 SH   SOLE   10,000 0 0
VF COM 918204108   788,442 12,938 SH   SOLE   12,938 0 0
VIPSHOP ADR COM 92763W103   1,552,980 78,000 SH   SOLE   78,000 0 0
VIRTU FINANCIAL COM 928254101   380,196 16,110 SH   SOLE   16,110 0 0
VISA A COM 92826C839   40,315,159 208,703 SH   SOLE   208,703 0 0
VMWARE A COM 928563402   449,094 2,900 SH   SOLE   2,900 0 0
VORNADO REALTY COM 929042109   164,303 4,300 SH   SOLE   4,300 0 0
VOYA FINACIAL COM 929089100   247,245 5,300 SH   SOLE   5,300 0 0
VULCAN MATERIALS COM 929160109   347,550 3,000 SH   SOLE   3,000 0 0
WABTEC COM 929740108   236,037 4,100 SH   SOLE   4,100 0 0
WALGREEN BOOTS COM 931427108   1,286,113 30,340 SH   SOLE   30,340 0 0
WAL-MART COM 931142103   3,964,718 33,100 SH   SOLE   33,100 0 0
WALT DISNEY COM 254687106   24,615,052 220,743 SH   SOLE   220,743 0 0
WASTE MANAGEMENT COM 94106L109   1,713,306 16,177 SH   SOLE   16,177 0 0
WATERS COM 941848103   408,426 2,264 SH   SOLE   2,264 0 0
WATTS WATER TECHN COM 942749102   425,250 5,250 SH   SOLE   5,250 0 0
WELLTOWER COM 95040Q104   750,582 14,504 SH   SOLE   14,504 0 0
WEST PHARMACEUTICAL COM 955306105   667,653 2,939 SH   SOLE   2,939 0 0
WESTERN DIGITAL CORP COM 958102105   465,738 10,549 SH   SOLE   10,549 0 0
WESTERN UNION COM 959802109   179,446 8,300 SH   SOLE   8,300 0 0
WESTROCK COM 96145D105   226,532 8,016 SH   SOLE   8,016 0 0
WORKDAY A COM 98138H101   1,234,515 6,589 SH   SOLE   6,589 0 0
WP CAREY COM 92936U109   520,905 7,700 SH   SOLE   7,700 0 0
WR BERKLEY COM 084423102   194,786 3,400 SH   SOLE   3,400 0 0
WW GRAINGER COM 384802104   518,364 1,650 SH   SOLE   1,650 0 0
XILINX COM 983919101   570,662 5,800 SH   SOLE   5,800 0 0
XPO LOGISTICS COM 983793100   285,671 3,698 SH   SOLE   3,698 0 0
XYLEM COM 98419M100   26,695,182 410,948 SH   SOLE   410,948 0 0
YUM BRANDS COM 988498101   1,025,538 11,800 SH   SOLE   11,800 0 0
YUM CHINA HLDS COM 98850P109   2,663,078 55,400 SH   SOLE   55,400 0 0
ZAI LAB COM 98887Q104   599,549 7,300 SH   SOLE   7,300 0 0
ZEBRA TECHNOLOGIES C COM 989207105   498,847 1,949 SH   SOLE   1,949 0 0
ZION COM 989701107   81,600 2,400 SH   SOLE   2,400 0 0
ZOETIS COM 98978V103   1,480,032 10,800 SH   SOLE   10,800 0 0
ZTO EXPRESS CAY ADR COM 98980A105   1,853,855 50,500 SH   SOLE   50,500 0 0