0001754960-21-000054.txt : 20210413 0001754960-21-000054.hdr.sgml : 20210413 20210413133758 ACCESSION NUMBER: 0001754960-21-000054 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210413 DATE AS OF CHANGE: 20210413 EFFECTIVENESS DATE: 20210413 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Redpoint Investment Management Pty Ltd CENTRAL INDEX KEY: 0001732538 IRS NUMBER: 000000000 STATE OF INCORPORATION: C3 FISCAL YEAR END: 0930 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18861 FILM NUMBER: 21822711 BUSINESS ADDRESS: STREET 1: LEVEL 17, 255 GEORGE STREET CITY: SYDNEY, NSW STATE: C3 ZIP: 2000 BUSINESS PHONE: 61291195800 MAIL ADDRESS: STREET 1: PO BOX R597 CITY: ROYAL EXCHANGE, NSW STATE: C3 ZIP: 1225 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001732538 XXXXXXXX 03-31-2021 03-31-2021 Redpoint Investment Management Pty Ltd

PO BOX R597 ROYAL EXCHANGE, NSW C3 1225

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1626 SH SOLE 0 0 1626 INTEL CORPCOM4581401007016 109624 SH SOLE 0 0 109624 INTERCONTINENTAL EXCHANGE INCOM45866F1041398 12515 SH SOLE 0 0 12515 INTERNATIONAL BUSINESS MACHSCOM4592001013125 23448 SH SOLE 0 0 23448 INTERNATIONAL FLAVORS&FRAGRACOM459506101716 5126 SH SOLE 0 0 5126 INTERNATIONAL PAPER COCOM460146103570 10535 SH SOLE 0 0 10535 INTERPUBLIC GROUP COS INCCOM460690100517 17703 SH SOLE 0 0 17703 INTUITIVE SURGICAL INCCOM NEW46120E6022285 3092 SH SOLE 0 0 3092 INTUITCOM4612021032775 7245 SH SOLE 0 0 7245 INVITATION HOMES INCCOM46187W1072068 64644 SH SOLE 0 0 64644 IQVIA HLDGS INCCOM46266C1051010 5230 SH SOLE 0 0 5230 IQIYI INCSPONSORED ADS46267X108446 26834 SH SOLE 0 0 26834 IRIDIUM COMMUNICATIONS INCCOM46269C102991 24015 SH SOLE 0 0 24015 IRON MTN INC NEWCOM46284V101357 9644 SH SOLE 0 0 9644 JBG SMITH PPTYSCOM46590V100236 7434 SH SOLE 0 0 7434 JOYY INCADS REPSTG COM A46591M109213 2275 SH SOLE 0 0 2275 JPMORGAN CHASE & COCOM46625H10012036 79063 SH SOLE 0 0 79063 JACOBS ENGR GROUP INCCOM469814107346 2675 SH SOLE 0 0 2675 JD.COM INCSPON ADR CL A47215P1062097 24869 SH SOLE 0 0 24869 JOHNSON & JOHNSONCOM47816010411292 68709 SH SOLE 0 0 68709 KLA CORPCOM NEW4824801001592 4817 SH SOLE 0 0 4817 KKR & CO INCCOM48251W104626 12807 SH SOLE 0 0 12807 KANSAS CITY SOUTHERNCOM NEW4851703026207 23520 SH SOLE 0 0 23520 KELLOGG COCOM487836108409 6465 SH SOLE 0 0 6465 KEURIG DR PEPPER INCCOM49271V100600 17446 SH SOLE 0 0 17446 KEYCORPCOM493267108417 20862 SH SOLE 0 0 20862 KEYSIGHT TECHNOLOGIES INCCOM49338L103739 5150 SH SOLE 0 0 5150 KILROY RLTY CORPCOM49427F108622 9480 SH SOLE 0 0 9480 KIMBERLY-CLARK CORPCOM4943681031445 10390 SH SOLE 0 0 10390 KIMCO RLTY CORPCOM49446R109659 35146 SH SOLE 0 0 35146 KINDER MORGAN INC DELCOM49456B1017253 435603 SH SOLE 0 0 435603 KRAFT HEINZ COCOM500754106701 17517 SH SOLE 0 0 17517 KROGER COCOM501044101991 27537 SH SOLE 0 0 27537 LKQ CORPCOM501889208319 7532 SH SOLE 0 0 7532 LTC PPTYS INCCOM502175102355 8507 SH SOLE 0 0 8507 L3HARRIS TECHNOLOGIES INCCOM502431109998 4922 SH SOLE 0 0 4922 LABORATORY CORP AMER HLDGSCOM NEW50540R409513 2010 SH SOLE 0 0 2010 LAM RESEARCH CORPCOM5128071082476 4159 SH SOLE 0 0 4159 LAMB WESTON HLDGS INCCOM513272104205 2642 SH SOLE 0 0 2642 LAS VEGAS SANDS CORPCOM517834107492 8105 SH SOLE 0 0 8105 LAUDER ESTEE COS INCCL A5184391041523 5238 SH SOLE 0 0 5238 LEAR CORPCOM NEW521865204263 1453 SH SOLE 0 0 1453 LEIDOS HOLDINGS INCCOM525327102402 4178 SH SOLE 0 0 4178 LENNAR CORPCL A5260571041185 11703 SH SOLE 0 0 11703 LENNOX INTL INCCOM526107107239 768 SH SOLE 0 0 768 LEXINGTON REALTY TRUSTCOM529043101240 21608 SH SOLE 0 0 21608 LIBERTY MEDIA CORP DELCOM C SIRIUSXM531229607304 6886 SH SOLE 0 0 6886 LIFE STORAGE INCCOM53223X107454 5278 SH SOLE 0 0 5278 LILLY ELI & COCOM5324571084319 23120 SH SOLE 0 0 23120 LINCOLN NATL CORP INDCOM534187109262 4207 SH SOLE 0 0 4207 LOCKHEED MARTIN CORPCOM5398301092201 5956 SH SOLE 0 0 5956 LOWES COS INCCOM5486611073980 20928 SH SOLE 0 0 20928 LULULEMON ATHLETICA INCCOM5500211091082 3529 SH SOLE 0 0 3529 M & T BK CORPCOM55261F104752 4963 SH SOLE 0 0 4963 MGE ENERGY INCCOM55277P104509 7127 SH SOLE 0 0 7127 MGM RESORTS INTERNATIONALCOM552953101494 12998 SH SOLE 0 0 12998 MSCI INCCOM55354G1001037 2474 SH SOLE 0 0 2474 MACERICH COCOM554382101121 10365 SH SOLE 0 0 10365 MARATHON PETE CORPCOM56585A102857 16018 SH SOLE 0 0 16018 MARKEL CORPCOM570535104250 219 SH SOLE 0 0 219 MARKETAXESS HLDGS INCCOM57060D108488 980 SH SOLE 0 0 980 MARSH & MCLENNAN COS INCCOM5717481021488 12219 SH SOLE 0 0 12219 MARRIOTT INTL INC NEWCL A5719032021199 8097 SH SOLE 0 0 8097 MARTIN MARIETTA MATLS INCCOM573284106432 1287 SH SOLE 0 0 1287 MASCO CORPCOM5745991061023 17080 SH SOLE 0 0 17080 MASIMO CORPCOM574795100232 1009 SH SOLE 0 0 1009 MASTERCARD INCORPORATEDCL A57636Q1048333 23405 SH SOLE 0 0 23405 MATCH GROUP INC NEWCOM57667L1071075 7825 SH SOLE 0 0 7825 MAXIM INTEGRATED PRODS INCCOM57772K101642 7021 SH SOLE 0 0 7021 MCCORMICK & CO INCCOM NON VTG579780206594 6658 SH SOLE 0 0 6658 MCDONALDS CORPCOM5801351014405 19651 SH SOLE 0 0 19651 MCKESSON CORPCOM58155Q1031073 5502 SH SOLE 0 0 5502 MEDICAL PPTYS TRUST INCCOM58463J3041222 57420 SH SOLE 0 0 57420 MERCADOLIBRE INCCOM58733R1021834 1246 SH SOLE 0 0 1246 MERCK & CO. INCCOM58933Y1055230 67844 SH SOLE 0 0 67844 METLIFE INCCOM59156R1081297 21338 SH SOLE 0 0 21338 METTLER TOLEDO INTERNATIONALCOM592688105832 720 SH SOLE 0 0 720 MICROSOFT CORPCOM59491810444084 186978 SH SOLE 0 0 186978 MICROCHIP TECHNOLOGY INC.COM5950171041115 7186 SH SOLE 0 0 7186 MICRON TECHNOLOGY INCCOM5951121032598 29455 SH SOLE 0 0 29455 MID-AMER APT CMNTYS INCCOM59522J1031689 11697 SH SOLE 0 0 11697 MODERNA INCCOM60770K107938 7162 SH SOLE 0 0 7162 MOHAWK INDS INCCOM608190104230 1194 SH SOLE 0 0 1194 MOLINA HEALTHCARE INCCOM60855R100503 2152 SH SOLE 0 0 2152 MONDELEZ INTL INCCL A6092071052089 35694 SH SOLE 0 0 35694 MONGODB INCCL A60937P106367 1373 SH SOLE 0 0 1373 MONOLITHIC PWR SYS INCCOM609839105361 1021 SH SOLE 0 0 1021 MONSTER BEVERAGE CORP NEWCOM61174X1091097 12042 SH SOLE 0 0 12042 MOODYS CORPCOM6153691051463 4901 SH SOLE 0 0 4901 MORGAN STANLEYCOM NEW6174464482923 37633 SH SOLE 0 0 37633 MOSAIC CO NEWCOM61945C103207 6560 SH SOLE 0 0 6560 MOTOROLA SOLUTIONS INCCOM NEW620076307703 3739 SH SOLE 0 0 3739 NIO INCSPON ADS62914V106787 20197 SH SOLE 0 0 20197 NRG ENERGY INCCOM NEW629377508333 8818 SH SOLE 0 0 8818 NASDAQ INCCOM631103108532 3610 SH SOLE 0 0 3610 NATIONAL HEALTH INVS INCCOM63633D104488 6752 SH SOLE 0 0 6752 NATIONAL RETAIL PROPERTIES ICOM637417106671 15236 SH SOLE 0 0 15236 NATIONAL STORAGE AFFILIATESCOM SHS BEN IN637870106232 5814 SH SOLE 0 0 5814 NETAPP INCCOM64110D104534 7351 SH SOLE 0 0 7351 NETFLIX INCCOM64110L1066078 11651 SH SOLE 0 0 11651 NETEASE INCSPONSORED ADS64110W1021210 11721 SH SOLE 0 0 11721 NEUROCRINE BIOSCIENCES INCCOM64125C109376 3869 SH SOLE 0 0 3869 NEW ORIENTAL ED & TECHNOLOGYSPON ADR647581107604 43160 SH SOLE 0 0 43160 NEWELL BRANDS INCCOM651229106408 15223 SH SOLE 0 0 15223 NEWMONT CORPCOM651639106916 15195 SH SOLE 0 0 15195 NEXTERA ENERGY INCCOM65339F10113958 184611 SH SOLE 0 0 184611 NIKE INCCL B6541061034255 32021 SH SOLE 0 0 32021 NISOURCE INCCOM65473P1054978 206465 SH SOLE 0 0 206465 NORDSON CORPCOM655663102346 1739 SH SOLE 0 0 1739 NORFOLK SOUTHN CORPCOM65584410811449 42636 SH SOLE 0 0 42636 NORTHERN TR CORPCOM665859104401 3815 SH SOLE 0 0 3815 NORTHROP GRUMMAN CORPCOM6668071021122 3466 SH SOLE 0 0 3466 NORTHWEST NAT HLDG COCOM66765N1052194 40665 SH SOLE 0 0 40665 NORTHWESTERN CORPCOM NEW6680743051502 23030 SH SOLE 0 0 23030 NORTONLIFELOCK INCCOM668771108698 32817 SH SOLE 0 0 32817 NUCOR CORPCOM670346105811 10100 SH SOLE 0 0 10100 NVIDIA CORPORATIONCOM67066G1048532 15979 SH SOLE 0 0 15979 OGE ENERGY CORPCOM6708371033447 106533 SH SOLE 0 0 106533 OREILLY AUTOMOTIVE INCCOM67103H1071054 2078 SH SOLE 0 0 2078 OCCIDENTAL PETE CORPCOM674599105665 24981 SH SOLE 0 0 24981 OKTA INCCL A679295105721 3273 SH SOLE 0 0 3273 OLD DOMINION FREIGHT LINE INCOM679580100605 2518 SH SOLE 0 0 2518 OMNICOM GROUP INCCOM681919106584 7879 SH SOLE 0 0 7879 OMEGA HEALTHCARE INVS INCCOM6819361001215 33165 SH SOLE 0 0 33165 ON SEMICONDUCTOR CORPCOM682189105455 10929 SH SOLE 0 0 10929 ONE GAS INCCOM68235P1082580 33552 SH SOLE 0 0 33552 ONEOK INC NEWCOM6826801034858 95887 SH SOLE 0 0 95887 ORACLE CORPCOM68389X1053807 54253 SH SOLE 0 0 54253 OTIS WORLDWIDE CORPCOM68902V107857 12524 SH SOLE 0 0 12524 PG&E CORPCOM69331C108345 29421 SH SOLE 0 0 29421 PNC FINL SVCS GROUP INCCOM6934751051992 11354 SH SOLE 0 0 11354 PNM RES INCCOM69349H1071039 21180 SH SOLE 0 0 21180 PPG INDS INCCOM693506107801 5333 SH SOLE 0 0 5333 PPL CORPCOM69351T1066901 239287 SH SOLE 0 0 239287 PS BUSINESS PKS INC CALIFCOM69360J107370 2396 SH SOLE 0 0 2396 PTC INCCOM69370C100262 1907 SH SOLE 0 0 1907 PACCAR INCCOM693718108881 9481 SH SOLE 0 0 9481 PACKAGING CORP AMERCOM695156109352 2619 SH SOLE 0 0 2619 PALO ALTO NETWORKS INCCOM697435105769 2387 SH SOLE 0 0 2387 PARAMOUNT GROUP INCCOM69924R108159 15660 SH SOLE 0 0 15660 PARK HOTELS & RESORTS INCCOM700517105392 18150 SH SOLE 0 0 18150 PARKER-HANNIFIN CORPCOM7010941041358 4306 SH SOLE 0 0 4306 PAYCOM SOFTWARE INCCOM70432V102573 1549 SH SOLE 0 0 1549 PAYCHEX INCCOM704326107833 8500 SH SOLE 0 0 8500 PAYPAL HLDGS INCCOM70450Y1037204 29666 SH SOLE 0 0 29666 PELOTON INTERACTIVE INCCL A COM70614W100730 6490 SH SOLE 0 0 6490 PEPSICO INCCOM7134481085352 37839 SH SOLE 0 0 37839 PERKINELMER INCCOM714046109447 3482 SH SOLE 0 0 3482 PFIZER INCCOM7170811035233 144443 SH SOLE 0 0 144443 PHILIP MORRIS INTL INCCOM7181721093172 35750 SH SOLE 0 0 35750 PHILLIPS 66COM718546104946 11597 SH SOLE 0 0 11597 PHYSICIANS RLTY TRCOM71943U104250 14129 SH SOLE 0 0 14129 PIEDMONT OFFICE REALTY TR INCOM CL A720190206364 20938 SH SOLE 0 0 20938 PINDUODUO INCSPONSORED ADS722304102900 6726 SH SOLE 0 0 6726 PINNACLE WEST CAP CORPCOM7234841012975 36576 SH SOLE 0 0 36576 PINTEREST INCCL A72352L1061053 14219 SH SOLE 0 0 14219 PIONEER NAT RES COCOM7237871071003 6313 SH SOLE 0 0 6313 POOL CORPCOM73278L105310 899 SH SOLE 0 0 899 PORTLAND GEN ELEC COCOM NEW7365088471369 28840 SH SOLE 0 0 28840 PRICE T ROWE GROUP INCCOM74144T1081686 9823 SH SOLE 0 0 9823 PRINCIPAL FINANCIAL GROUP INCOM74251V102307 5112 SH SOLE 0 0 5112 PROCTER AND GAMBLE COCOM7427181098602 63519 SH SOLE 0 0 63519 PROGRESSIVE CORPCOM7433151031656 17317 SH SOLE 0 0 17317 PROLOGIS INC.COM74340W1038035 75805 SH SOLE 0 0 75805 PRUDENTIAL FINL INCCOM744320102795 8728 SH SOLE 0 0 8728 PUBLIC SVC ENTERPRISE GRP INCOM7445731064736 78655 SH SOLE 0 0 78655 PUBLIC STORAGECOM74460D1094305 17446 SH SOLE 0 0 17446 PULTE GROUP INCCOM745867101708 13503 SH SOLE 0 0 13503 QTS RLTY TR INCCOM CL A74736A103258 4157 SH SOLE 0 0 4157 QORVO INCCOM74736K101781 4273 SH SOLE 0 0 4273 QUALCOMM INCCOM7475251033991 30097 SH SOLE 0 0 30097 QUEST DIAGNOSTICS INCCOM74834L100424 3301 SH SOLE 0 0 3301 RPM INTL INCCOM749685103261 2842 SH SOLE 0 0 2842 RAYMOND JAMES FINL INCCOM754730109340 2772 SH SOLE 0 0 2772 RAYTHEON TECHNOLOGIES CORPCOM75513E1012335 30214 SH SOLE 0 0 30214 REALTY INCOME CORPCOM7561091041803 28395 SH SOLE 0 0 28395 REGENCY CTRS CORPCOM758849103859 15149 SH SOLE 0 0 15149 REGENERON PHARMACEUTICALSCOM75886F1071662 3513 SH SOLE 0 0 3513 REGIONS FINANCIAL CORP NEWCOM7591EP100781 37807 SH SOLE 0 0 37807 REPUBLIC SVCS INCCOM760759100437 4394 SH SOLE 0 0 4394 RESMED INCCOM761152107797 4109 SH SOLE 0 0 4109 RETAIL PPTYS AMER INCCL A76131V202164 15670 SH SOLE 0 0 15670 REXFORD INDL RLTY INCCOM76169C100428 8495 SH SOLE 0 0 8495 RINGCENTRAL INCCL A76680R206455 1528 SH SOLE 0 0 1528 ROBERT HALF INTL INCCOM770323103648 8294 SH SOLE 0 0 8294 ROCKWELL AUTOMATION INCCOM773903109803 3025 SH SOLE 0 0 3025 ROKU INCCOM CL A77543R1021000 3070 SH SOLE 0 0 3070 ROPER TECHNOLOGIES INCCOM7766961061126 2792 SH SOLE 0 0 2792 ROSS STORES INCCOM778296103886 7388 SH SOLE 0 0 7388 RYMAN HOSPITALITY PPTYS INCCOM78377T107207 2671 SH SOLE 0 0 2671 S&P GLOBAL INCCOM78409V1042384 6756 SH SOLE 0 0 6756 SBA COMMUNICATIONS CORP NEWCL A78410G1042925 10538 SH SOLE 0 0 10538 SJW GROUPCOM784305104603 9574 SH SOLE 0 0 9574 SL GREEN RLTY CORPCOM78440X101415 5928 SH SOLE 0 0 5928 SS&C TECHNOLOGIES HLDGS INCCOM78467J100849 12151 SH SOLE 0 0 12151 SVB FINANCIAL GROUPCOM78486Q101794 1608 SH SOLE 0 0 1608 SABRA HEALTH CARE REIT INCCOM78573L106479 27607 SH SOLE 0 0 27607 SALESFORCE COM INCCOM79466L3024850 22890 SH SOLE 0 0 22890 HENRY SCHEIN INCCOM806407102215 3112 SH SOLE 0 0 3112 SCHLUMBERGER LTDCOM8068571081085 39895 SH SOLE 0 0 39895 SCHWAB CHARLES CORPCOM8085131052237 34324 SH SOLE 0 0 34324 SEAGEN INCCOM81181C104361 2600 SH SOLE 0 0 2600 SEMPRA ENERGYCOM8168511099232 69634 SH SOLE 0 0 69634 SERVICE PPTYS TRCOM SH BEN INT81761L102178 15032 SH SOLE 0 0 15032 SERVICENOW INCCOM81762P1022660 5319 SH SOLE 0 0 5319 SHERWIN WILLIAMS COCOM8243481061648 2233 SH SOLE 0 0 2233 SIMON PPTY GROUP INC NEWCOM8288061093986 35037 SH SOLE 0 0 35037 SIRIUS XM HOLDINGS INCCOM82968B103223 36582 SH SOLE 0 0 36582 SITE CTRS CORPCOM82981J109177 13040 SH SOLE 0 0 13040 SKYWORKS SOLUTIONS INCCOM83088M102918 5005 SH SOLE 0 0 5005 SLACK TECHNOLOGIES INCCOM CL A83088V102341 8400 SH SOLE 0 0 8400 SMITH A O CORPCOM831865209221 3275 SH SOLE 0 0 3275 SMUCKER J M COCOM NEW832696405454 3585 SH SOLE 0 0 3585 SNAP ON INCCOM833034101336 1456 SH SOLE 0 0 1456 SNAP INCCL A83304A106955 18268 SH SOLE 0 0 18268 SOLAREDGE TECHNOLOGIES INCCOM83417M104296 1029 SH SOLE 0 0 1029 SOUTHERN COCOM8425871078095 130232 SH SOLE 0 0 130232 SOUTHERN COPPER CORPCOM84265V105213 3140 SH SOLE 0 0 3140 SOUTHWEST AIRLS COCOM844741108401 6567 SH SOLE 0 0 6567 SPIRIT RLTY CAP INC NEWCOM NEW84860W300363 8545 SH SOLE 0 0 8545 SPLUNK INCCOM848637104482 3560 SH SOLE 0 0 3560 SQUARE INCCL A8522341032396 10551 SH SOLE 0 0 10551 STAG INDL INCCOM85254J102348 10358 SH SOLE 0 0 10358 STANLEY BLACK & DECKER INCCOM854502101822 4116 SH SOLE 0 0 4116 STARBUCKS CORPCOM8552441093501 32037 SH SOLE 0 0 32037 STATE STR CORPCOM857477103710 8452 SH SOLE 0 0 8452 STEEL DYNAMICS INCCOM858119100367 7225 SH SOLE 0 0 7225 STORE CAP CORPCOM862121100645 19254 SH SOLE 0 0 19254 STRYKER CORPORATIONCOM8636671012268 9313 SH SOLE 0 0 9313 SUN CMNTYS INCCOM8666741041438 9586 SH SOLE 0 0 9586 SYNOPSYS INCCOM8716071071152 4650 SH SOLE 0 0 4650 SYNCHRONY FINANCIALCOM87165B103869 21366 SH SOLE 0 0 21366 SYSCO CORPCOM871829107726 9218 SH SOLE 0 0 9218 TJX COS INC NEWCOM8725401091771 26770 SH SOLE 0 0 26770 T-MOBILE US INCCOM8725901041576 12579 SH SOLE 0 0 12579 TAKE-TWO INTERACTIVE SOFTWARCOM874054109630 3565 SH SOLE 0 0 3565 TAL EDUCATION GROUPSPONSORED ADS874080104223 4134 SH SOLE 0 0 4134 TARGET CORPCOM87612E1063059 15446 SH SOLE 0 0 15446 TARGA RES CORPCOM87612G1011605 50543 SH SOLE 0 0 50543 TELEDYNE TECHNOLOGIES INCCOM879360105279 675 SH SOLE 0 0 675 TELEFLEX INCORPORATEDCOM879369106449 1080 SH SOLE 0 0 1080 TENCENT MUSIC ENTMT GROUPSPON ADS88034P109255 12421 SH SOLE 0 0 12421 TERADYNE INCCOM880770102754 6194 SH SOLE 0 0 6194 TERRENO RLTY CORPCOM88146M101367 6357 SH SOLE 0 0 6357 TEVA PHARMACEUTICAL INDS LTDSPONSORED ADS881624209211 18252 SH SOLE 0 0 18252 TEXAS INSTRS INCCOM8825081044796 25378 SH SOLE 0 0 25378 TEXTRON INCCOM883203101259 4616 SH SOLE 0 0 4616 THE TRADE DESK INCCOM CL A88339J105703 1079 SH SOLE 0 0 1079 THERMO FISHER SCIENTIFIC INCCOM8835561024929 10800 SH SOLE 0 0 10800 3M COCOM88579Y1012761 14329 SH SOLE 0 0 14329 TRACTOR SUPPLY COCOM892356106659 3719 SH SOLE 0 0 3719 TRADEWEB MKTS INCCL A892672106263 3559 SH SOLE 0 0 3559 TRANSDIGM GROUP INCCOM893641100937 1593 SH SOLE 0 0 1593 TRANSUNIONCOM89400J107403 4483 SH SOLE 0 0 4483 TRAVELERS COMPANIES INCCOM89417E109926 6155 SH SOLE 0 0 6155 TRIMBLE INCCOM896239100431 5540 SH SOLE 0 0 5540 TRIP COM GROUP LTDADS89677Q107969 24456 SH SOLE 0 0 24456 TRUIST FINL CORPCOM89832Q1092081 35688 SH SOLE 0 0 35688 TWILIO INCCL A90138F1021261 3700 SH SOLE 0 0 3700 TWITTER INCCOM90184L102887 13939 SH SOLE 0 0 13939 TYLER TECHNOLOGIES INCCOM902252105405 955 SH SOLE 0 0 955 TYSON FOODS INCCL A902494103636 8560 SH SOLE 0 0 8560 UDR INCCOM9026531041185 27022 SH SOLE 0 0 27022 UGI CORP NEWCOM902681105293 7154 SH SOLE 0 0 7154 US BANCORP DELCOM NEW9029733042211 39973 SH SOLE 0 0 39973 UBER TECHNOLOGIES INCCOM90353T100945 17333 SH SOLE 0 0 17333 ULTA BEAUTY INCCOM90384S303448 1448 SH SOLE 0 0 1448 UNION PAC CORPCOM90781810818830 85433 SH SOLE 0 0 85433 UNITED PARCEL SERVICE INCCL B9113121063123 18373 SH SOLE 0 0 18373 UNITED RENTALS INCCOM911363109982 2983 SH SOLE 0 0 2983 UNITEDHEALTH GROUP INCCOM91324P1029421 25320 SH SOLE 0 0 25320 UNIVERSAL HLTH SVCS INCCL B913903100214 1601 SH SOLE 0 0 1601 V F CORPCOM918204108565 7066 SH SOLE 0 0 7066 VAIL RESORTS INCCOM91879Q109233 800 SH SOLE 0 0 800 VALERO ENERGY CORPCOM91913Y100776 10835 SH SOLE 0 0 10835 VARIAN MED SYS INCCOM92220P105339 1920 SH SOLE 0 0 1920 VEEVA SYS INCCL A COM9224751081022 3911 SH SOLE 0 0 3911 VENTAS INCCOM92276F1002133 39984 SH SOLE 0 0 39984 VEREIT INCCOM92339V308940 24337 SH SOLE 0 0 24337 VERISIGN INCCOM92343E102719 3618 SH SOLE 0 0 3618 VERIZON COMMUNICATIONS INCCOM92343V1046321 108699 SH SOLE 0 0 108699 VERISK ANALYTICS INCCOM92345Y106661 3740 SH SOLE 0 0 3740 VERTEX PHARMACEUTICALS INCCOM92532F1001553 7227 SH SOLE 0 0 7227 VIACOMCBS INCCL B92556H206749 16606 SH SOLE 0 0 16606 VIATRIS INCCOM92556V106458 33699 SH SOLE 0 0 33699 VICI PPTYS INCCOM9256521091455 51520 SH SOLE 0 0 51520 VIPSHOP HOLDINGS LIMITEDSPONSORED ADS A92763W103501 16786 SH SOLE 0 0 16786 VISA INCCOM CL A92826C8399259 43732 SH SOLE 0 0 43732 VISTRA CORPCOM92840M102226 12799 SH SOLE 0 0 12799 VMWARE INCCL A COM928563402424 2819 SH SOLE 0 0 2819 VORNADO RLTY TRSH BEN INT929042109688 15167 SH SOLE 0 0 15167 VOYA FINANCIAL INCCOM929089100244 3841 SH SOLE 0 0 3841 VULCAN MATLS COCOM929160109449 2660 SH SOLE 0 0 2660 WP CAREY INCCOM92936U1091442 20376 SH SOLE 0 0 20376 WEC ENERGY GROUP INCCOM92939U1066517 69629 SH SOLE 0 0 69629 WABTECCOM929740108247 3124 SH SOLE 0 0 3124 WALMART INCCOM9311421035163 38013 SH SOLE 0 0 38013 WALGREENS BOOTS ALLIANCE INCCOM9314271081077 19624 SH SOLE 0 0 19624 WASTE CONNECTIONS INCCOM94106B101891 8255 SH SOLE 0 0 8255 WASTE MGMT INC DELCOM94106L1091356 10510 SH SOLE 0 0 10510 WATERS 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