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
ABBOTT LABS COM 002824100   582,735 5,127 SH   SOLE   0 0 5,127
ADT INC DEL COM 00090Q103   310,720 46,238 SH   SOLE   0 0 46,238
ADVANCED MICRO DEVICES INC COM 007903107   473,967 2,626 SH   SOLE   0 0 2,626
ADVANCE AUTO PARTS INC COM 00751Y106   413,111 4,855 SH   SOLE   0 0 4,855
AGNC INVT CORP COM 00123Q104   253,084 25,564 SH   SOLE   0 0 25,564
AGREE RLTY CORP COM 008492100   306,620 5,368 SH   SOLE   0 0 5,368
AKAMAI TECHNOLOGIES INC COM 00971T101   204,034 1,876 SH   SOLE   0 0 1,876
ALLEGION PLC ORD SHS G0176J109   278,177 2,065 SH   SOLE   0 0 2,065
ALTRIA GROUP INC COM 02209S103   590,222 13,531 SH   SOLE   0 0 13,531
AMDOCS LTD SHS G02602103   784,050 8,676 SH   SOLE   0 0 8,676
AMERICAN AIRLS GROUP INC COM 02376R102   239,199 15,583 SH   SOLE   0 0 15,583
AMERICAN TOWER CORP NEW COM 03027X100   302,708 1,532 SH   SOLE   0 0 1,532
AMERICAN WELL CORP CL A 03044L105   45,977 56,712 SH   SOLE   0 0 56,712
AMETEK INC COM 031100100   512,669 2,803 SH   SOLE   0 0 2,803
APPLE INC COM 037833100   336,821 1,965 SH   SOLE   0 0 1,965
APPLIED MATLS INC COM 038222105   543,003 2,633 SH   SOLE   0 0 2,633
APPLOVIN CORP COM CL A 03831W108   284,217 4,106 SH   SOLE   0 0 4,106
APTARGROUP INC COM 038336103   506,205 3,518 SH   SOLE   0 0 3,518
APTIV PLC SHS G6095L109   541,939 6,804 SH   SOLE   0 0 6,804
ARCHER DANIELS MIDLAND CO COM 039483102   347,402 5,531 SH   SOLE   0 0 5,531
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101   397,876 2,992 SH   SOLE   0 0 2,992
ARMSTRONG WORLD INDS INC NEW COM 04247X102   424,584 3,418 SH   SOLE   0 0 3,418
ASHLAND INC COM 044186104   524,143 5,383 SH   SOLE   0 0 5,383
ASSURED GUARANTY LTD COM G0585R106   1,306,132 14,970 SH   SOLE   0 0 14,970
ATLASSIAN CORPORATION CL A 049468101   253,643 1,300 SH   SOLE   0 0 1,300
AUTODESK INC COM 052769106   312,764 1,201 SH   SOLE   0 0 1,201
AUTOMATIC DATA PROCESSING IN COM 053015103   282,206 1,130 SH   SOLE   0 0 1,130
AUTOZONE INC COM 053332102   343,529 109 SH   SOLE   0 0 109
AXIS CAP HLDGS LTD SHS G0692U109   217,687 3,348 SH   SOLE   0 0 3,348
AXON ENTERPRISE INC COM 05464C101   341,353 1,091 SH   SOLE   0 0 1,091
BANK NEW YORK MELLON CORP COM 064058100   493,285 8,561 SH   SOLE   0 0 8,561
BAXTER INTL INC COM 071813109   853,304 19,965 SH   SOLE   0 0 19,965
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   876,363 2,084 SH   SOLE   0 0 2,084
BERRY GLOBAL GROUP INC COM 08579W103   325,684 5,385 SH   SOLE   0 0 5,385
BILL HOLDINGS INC COM 090043100   366,002 5,326 SH   SOLE   0 0 5,326
BLUE OWL CAPITAL INC COM CL A 09581B103   294,216 15,600 SH   SOLE   0 0 15,600
BRIGHT HORIZONS FAM SOL IN D COM 109194100   249,278 2,199 SH   SOLE   0 0 2,199
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   215,718 1,053 SH   SOLE   0 0 1,053
BROWN FORMAN CORP CL B 115637209   396,854 7,688 SH   SOLE   0 0 7,688
BUILDERS FIRSTSOURCE INC COM 12008R107   320,542 1,537 SH   SOLE   0 0 1,537
BWX TECHNOLOGIES INC COM 05605H100   397,037 3,869 SH   SOLE   0 0 3,869
CARNIVAL CORP UNIT 99/99/9999 143658300   185,001 11,322 SH   SOLE   0 0 11,322
CELSIUS HLDGS INC COM NEW 15118V207   412,278 4,972 SH   SOLE   0 0 4,972
CENCORA INC COM 03073E105   261,700 1,077 SH   SOLE   0 0 1,077
CERUS CORP COM 157085101   21,971 11,625 SH   SOLE   0 0 11,625
CHENIERE ENERGY INC COM NEW 16411R208   665,441 4,126 SH   SOLE   0 0 4,126
CHEVRON CORP NEW COM 166764100   201,277 1,276 SH   SOLE   0 0 1,276
CHUBB LIMITED COM H1467J104   377,293 1,456 SH   SOLE   0 0 1,456
CIENA CORP COM NEW 171779309   206,404 4,174 SH   SOLE   0 0 4,174
CITIZENS FINL GROUP INC COM 174610105   209,067 5,761 SH   SOLE   0 0 5,761
CLEAN HARBORS INC COM 184496107   233,519 1,160 SH   SOLE   0 0 1,160
CLEARWAY ENERGY INC CL C 18539C204   309,054 13,408 SH   SOLE   0 0 13,408
CME GROUP INC COM 12572Q105   587,311 2,728 SH   SOLE   0 0 2,728
CMS ENERGY CORP COM 125896100   233,033 3,862 SH   SOLE   0 0 3,862
CNH INDL N V SHS N20944109   271,395 20,941 SH   SOLE   0 0 20,941
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102   855,148 11,668 SH   SOLE   0 0 11,668
COHERENT CORP COM 19247G107   841,224 13,877 SH   SOLE   0 0 13,877
COINBASE GLOBAL INC COM CL A 19260Q107   392,113 1,479 SH   SOLE   0 0 1,479
COMCAST CORP NEW CL A 20030N101   437,727 10,101 SH   SOLE   0 0 10,101
COMMERCE BANCSHARES INC COM 200525103   270,363 5,082 SH   SOLE   0 0 5,082
COMTECH TELECOMMUNICATIONS C COM NEW 205826209   65,973 19,234 SH   SOLE   0 0 19,234
CORE & MAIN INC CL A 21874C102   468,477 8,183 SH   SOLE   0 0 8,183
CORNING INC COM 219350105   727,065 22,059 SH   SOLE   0 0 22,059
COUPANG INC CL A 22266T109   263,595 14,817 SH   SOLE   0 0 14,817
COUSINS PPTYS INC COM NEW 222795502   420,603 17,496 SH   SOLE   0 0 17,496
CROCS INC COM 227046109   200,313 1,393 SH   SOLE   0 0 1,393
CROWDSTRIKE HLDGS INC CL A 22788C105   213,834 667 SH   SOLE   0 0 667
CROWN CASTLE INC COM 22822V101   659,321 6,230 SH   SOLE   0 0 6,230
CROWN HLDGS INC COM 228368106   380,924 4,806 SH   SOLE   0 0 4,806
CSX CORP COM 126408103   843,862 22,764 SH   SOLE   0 0 22,764
CVS HEALTH CORP COM 126650100   202,590 2,540 SH   SOLE   0 0 2,540
DATADOG INC CL A COM 23804L103   210,491 1,703 SH   SOLE   0 0 1,703
DENTSPLY SIRONA INC COM 24906P109   216,366 6,519 SH   SOLE   0 0 6,519
DEVON ENERGY CORP NEW COM 25179M103   276,291 5,506 SH   SOLE   0 0 5,506
DICKS SPORTING GOODS INC COM 253393102   407,221 1,811 SH   SOLE   0 0 1,811
DOLBY LABORATORIES INC COM CL A 25659T107   382,661 4,568 SH   SOLE   0 0 4,568
DOW INC COM 260557103   538,691 9,299 SH   SOLE   0 0 9,299
DOXIMITY INC CL A 26622P107   323,028 12,004 SH   SOLE   0 0 12,004
DROPBOX INC CL A 26210C104   223,901 9,214 SH   SOLE   0 0 9,214
DUN & BRADSTREET HLDGS INC COM 26484T106   125,942 12,544 SH   SOLE   0 0 12,544
DYNATRACE INC COM NEW 268150109   565,453 12,176 SH   SOLE   0 0 12,176
EAST WEST BANCORP INC COM 27579R104   261,775 3,309 SH   SOLE   0 0 3,309
ELECTRONIC ARTS INC COM 285512109   500,298 3,771 SH   SOLE   0 0 3,771
EMCOR GROUP INC COM 29084Q100   369,111 1,054 SH   SOLE   0 0 1,054
EMERSON ELEC CO COM 291011104   480,221 4,234 SH   SOLE   0 0 4,234
EPAM SYS INC COM 29414B104   586,288 2,123 SH   SOLE   0 0 2,123
EQUINIX INC COM 29444U700   349,114 423 SH   SOLE   0 0 423
EQUITY LIFESTYLE PPTYS INC COM 29472R108   422,142 6,555 SH   SOLE   0 0 6,555
ETSY INC COM 29786A106   285,257 4,151 SH   SOLE   0 0 4,151
EURONET WORLDWIDE INC COM 298736109   587,796 5,347 SH   SOLE   0 0 5,347
EVERCORE INC CLASS A 29977A105   213,582 1,109 SH   SOLE   0 0 1,109
EVERSOURCE ENERGY COM 30040W108   395,080 6,610 SH   SOLE   0 0 6,610
EXPEDIA GROUP INC COM NEW 30212P303   465,182 3,377 SH   SOLE   0 0 3,377
F5 INC COM 315616102   254,999 1,345 SH   SOLE   0 0 1,345
FAIR ISAAC CORP COM 303250104   293,658 235 SH   SOLE   0 0 235
FIFTH THIRD BANCORP COM 316773100   277,810 7,466 SH   SOLE   0 0 7,466
FIRST HORIZON CORPORATION COM 320517105   701,085 45,525 SH   SOLE   0 0 45,525
FIRST INDL RLTY TR INC COM 32054K103   657,222 12,509 SH   SOLE   0 0 12,509
FLOWSERVE CORP COM 34354P105   545,465 11,941 SH   SOLE   0 0 11,941
FMC CORP COM NEW 302491303   399,208 6,267 SH   SOLE   0 0 6,267
FORTINET INC COM 34959E109   466,284 6,826 SH   SOLE   0 0 6,826
FORTIVE CORP COM 34959J108   971,166 11,290 SH   SOLE   0 0 11,290
FOX CORP CL A COM 35137L105   307,134 9,822 SH   SOLE   0 0 9,822
GATES INDL CORP PLC ORD SHS G39108108   414,184 23,387 SH   SOLE   0 0 23,387
GENPACT LIMITED SHS G3922B107   583,413 17,706 SH   SOLE   0 0 17,706
GENTEX CORP COM 371901109   446,263 12,355 SH   SOLE   0 0 12,355
GLOBAL PMTS INC COM 37940X102   248,073 1,856 SH   SOLE   0 0 1,856
GLOBE LIFE INC COM 37959E102   500,042 4,297 SH   SOLE   0 0 4,297
GLOBUS MED INC CL A 379577208   399,082 7,440 SH   SOLE   0 0 7,440
HAWAIIAN ELEC INDUSTRIES COM 419870100   312,190 27,701 SH   SOLE   0 0 27,701
HAYWARD HLDGS INC COM 421298100   181,102 11,829 SH   SOLE   0 0 11,829
HCA HEALTHCARE INC COM 40412C101   224,799 674 SH   SOLE   0 0 674
HENRY SCHEIN INC COM 806407102   204,810 2,712 SH   SOLE   0 0 2,712
HERSHEY CO COM 427866108   220,174 1,132 SH   SOLE   0 0 1,132
HEXCEL CORP NEW COM 428291108   401,331 5,509 SH   SOLE   0 0 5,509
HIGHWOODS PPTYS INC COM 431284108   358,692 13,701 SH   SOLE   0 0 13,701
HOME DEPOT INC COM 437076102   247,039 644 SH   SOLE   0 0 644
HORMEL FOODS CORP COM 440452100   610,331 17,493 SH   SOLE   0 0 17,493
HOWMET AEROSPACE INC COM 443201108   557,704 8,150 SH   SOLE   0 0 8,150
HUMANA INC COM 444859102   576,942 1,664 SH   SOLE   0 0 1,664
HUNTINGTON BANCSHARES INC COM 446150104   253,444 18,181 SH   SOLE   0 0 18,181
HUNTINGTON INGALLS INDS INC COM 446413106   473,348 1,624 SH   SOLE   0 0 1,624
HUNTSMAN CORP COM 447011107   491,317 18,875 SH   SOLE   0 0 18,875
HYATT HOTELS CORP COM CL A 448579102   476,944 2,988 SH   SOLE   0 0 2,988
INTERNATIONAL BUSINESS MACHS COM 459200101   313,938 1,644 SH   SOLE   0 0 1,644
IDEX CORP COM 45167R104   597,361 2,448 SH   SOLE   0 0 2,448
IDEXX LABS INC COM 45168D104   296,961 550 SH   SOLE   0 0 550
INGERSOLL RAND INC COM 45687V106   318,272 3,352 SH   SOLE   0 0 3,352
INSPIRE MED SYS INC COM 457730109   303,928 1,415 SH   SOLE   0 0 1,415
INSULET CORP COM 45784P101   569,562 3,323 SH   SOLE   0 0 3,323
INTERCONTINENTAL EXCHANGE IN COM 45866F104   865,535 6,298 SH   SOLE   0 0 6,298
INTERPUBLIC GROUP COS INC COM 460690100   254,514 7,800 SH   SOLE   0 0 7,800
INVESCO LTD SHS G491BT108   216,483 13,049 SH   SOLE   0 0 13,049
IRIDIUM COMMUNICATIONS INC COM 46269C102   546,430 20,888 SH   SOLE   0 0 20,888
IRON MTN INC DEL COM 46284V101   243,758 3,039 SH   SOLE   0 0 3,039
JACOBS SOLUTIONS INC COM 46982L108   427,370 2,780 SH   SOLE   0 0 2,780
JEFFERIES FINL GROUP INC COM 47233W109   385,610 8,744 SH   SOLE   0 0 8,744
JUNIPER NETWORKS INC COM 48203R104   283,954 7,662 SH   SOLE   0 0 7,662
KEURIG DR PEPPER INC COM 49271V100   230,945 7,530 SH   SOLE   0 0 7,530
KEYCORP COM 493267108   397,906 25,168 SH   SOLE   0 0 25,168
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104   228,993 4,162 SH   SOLE   0 0 4,162
KROGER CO COM 501044101   371,574 6,504 SH   SOLE   0 0 6,504
KYNDRYL HLDGS INC COMMON STOCK 50155Q100   400,645 18,412 SH   SOLE   0 0 18,412
L3HARRIS TECHNOLOGIES INC COM 502431109   761,406 3,573 SH   SOLE   0 0 3,573
LEGGETT & PLATT INC COM 524660107   232,117 12,121 SH   SOLE   0 0 12,121
LEIDOS HOLDINGS INC COM 525327102   399,038 3,044 SH   SOLE   0 0 3,044
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   275,716 4,203 SH   SOLE   0 0 4,203
LINCOLN ELEC HLDGS INC COM 533900106   460,047 1,801 SH   SOLE   0 0 1,801
LINDE PLC SHS G54950103   233,553 503 SH   SOLE   0 0 503
LITTELFUSE INC COM 537008104   346,561 1,430 SH   SOLE   0 0 1,430
LIVE NATION ENTERTAINMENT IN COM 538034109   391,032 3,697 SH   SOLE   0 0 3,697
LIVEPERSON INC COM 538146101   12,090 12,122 SH   SOLE   0 0 12,122
LOWES COS INC COM 548661107   549,962 2,159 SH   SOLE   0 0 2,159
LPL FINL HLDGS INC COM 50212V100   506,471 1,917 SH   SOLE   0 0 1,917
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100   299,680 2,930 SH   SOLE   0 0 2,930
M & T BK CORP COM 55261F104   379,453 2,609 SH   SOLE   0 0 2,609
MACYS INC COM 55616P104   238,761 11,944 SH   SOLE   0 0 11,944
MADISON SQUARE GRDN SPRT COR CL A 55825T103   736,972 3,994 SH   SOLE   0 0 3,994
MARKEL GROUP INC COM 570535104   209,965 138 SH   SOLE   0 0 138
MARKETAXESS HLDGS INC COM 57060D108   238,544 1,088 SH   SOLE   0 0 1,088
MARRIOTT INTL INC NEW CL A 571903202   686,788 2,722 SH   SOLE   0 0 2,722
MASCO CORP COM 574599106   514,771 6,526 SH   SOLE   0 0 6,526
MASIMO CORP COM 574795100   290,176 1,976 SH   SOLE   0 0 1,976
MASTEC INC COM 576323109   455,247 4,882 SH   SOLE   0 0 4,882
MATCH GROUP INC NEW COM 57667L107   260,636 7,184 SH   SOLE   0 0 7,184
MATTEL INC COM 577081102   220,346 11,123 SH   SOLE   0 0 11,123
MCCORMICK & CO INC COM NON VTG 579780206   658,338 8,571 SH   SOLE   0 0 8,571
MCDONALDS CORP COM 580135101   868,688 3,081 SH   SOLE   0 0 3,081
MCKESSON CORP COM 58155Q103   258,224 481 SH   SOLE   0 0 481
MEDICAL PPTYS TRUST INC COM 58463J304   225,778 48,038 SH   SOLE   0 0 48,038
META PLATFORMS INC CL A 30303M102   345,478 711 SH   SOLE   0 0 711
METLIFE INC COM 59156R108   515,435 6,955 SH   SOLE   0 0 6,955
METTLER TOLEDO INTERNATIONAL COM 592688105   296,878 223 SH   SOLE   0 0 223
MONDELEZ INTL INC CL A 609207105   660,800 9,440 SH   SOLE   0 0 9,440
MONOLITHIC PWR SYS INC COM 609839105   391,549 578 SH   SOLE   0 0 578
MSC INDL DIRECT INC CL A 553530106   383,697 3,954 SH   SOLE   0 0 3,954
NETFLIX INC COM 64110L106   668,670 1,101 SH   SOLE   0 0 1,101
NEW YORK TIMES CO CL A 650111107   451,865 10,455 SH   SOLE   0 0 10,455
NEWELL BRANDS INC COM 651229106   264,934 32,993 SH   SOLE   0 0 32,993
NEWS CORP NEW CL A 65249B109   433,489 16,558 SH   SOLE   0 0 16,558
NEXSTAR MEDIA GROUP INC COMMON STOCK 65336K103   244,479 1,419 SH   SOLE   0 0 1,419
NISOURCE INC COM 65473P105   349,041 12,619 SH   SOLE   0 0 12,619
NORFOLK SOUTHN CORP COM 655844108   398,107 1,562 SH   SOLE   0 0 1,562
NU HLDGS LTD ORD SHS CL A G6683N103   259,346 21,739 SH   SOLE   0 0 21,739
OREILLY AUTOMOTIVE INC COM 67103H107   427,846 379 SH   SOLE   0 0 379
OKTA INC CL A 679295105   784,963 7,503 SH   SOLE   0 0 7,503
OLIN CORP COM PAR $1 680665205   547,075 9,304 SH   SOLE   0 0 9,304
ONEOK INC NEW COM 682680103   397,723 4,961 SH   SOLE   0 0 4,961
ORACLE CORP COM 68389X105   646,515 5,147 SH   SOLE   0 0 5,147
ORION OFFICE REIT INC COM 68629Y103   63,482 18,086 SH   SOLE   0 0 18,086
OTIS WORLDWIDE CORP COM 68902V107   335,731 3,382 SH   SOLE   0 0 3,382
OVINTIV INC COM 69047Q102   1,123,375 21,645 SH   SOLE   0 0 21,645
PALANTIR TECHNOLOGIES INC CL A 69608A108   279,985 12,168 SH   SOLE   0 0 12,168
PARAMOUNT GLOBAL CLASS B COM 92556H206   293,050 24,898 SH   SOLE   0 0 24,898
PARK HOTELS & RESORTS INC COM 700517105   335,878 19,204 SH   SOLE   0 0 19,204
PARKER-HANNIFIN CORP COM 701094104   352,926 635 SH   SOLE   0 0 635
PERFORMANCE FOOD GROUP CO COM 71377A103   449,482 6,022 SH   SOLE   0 0 6,022
PETMED EXPRESS INC COM 716382106   50,304 10,502 SH   SOLE   0 0 10,502
PG&E CORP COM 69331C108   416,838 24,871 SH   SOLE   0 0 24,871
PHILIP MORRIS INTL INC COM 718172109   689,532 7,526 SH   SOLE   0 0 7,526
PHINIA INC COMMON STOCK 71880K101   219,820 5,720 SH   SOLE   0 0 5,720
PIONEER NAT RES CO COM 723787107   237,300 904 SH   SOLE   0 0 904
PREMIER INC CL A 74051N102   287,300 13,000 SH   SOLE   0 0 13,000
PROLOGIS INC. COM 74340W103   200,148 1,537 SH   SOLE   0 0 1,537
PURE STORAGE INC CL A 74624M102   447,634 8,610 SH   SOLE   0 0 8,610
QIAGEN NV SHS NEW N72482123   600,485 13,968 SH   SOLE   0 0 13,968
QORVO INC COM 74736K101   359,877 3,134 SH   SOLE   0 0 3,134
QUIDELORTHO CORP COM 219798105   349,674 7,294 SH   SOLE   0 0 7,294
R1 RCM INC COM 77634L105   264,851 20,563 SH   SOLE   0 0 20,563
RALPH LAUREN CORP CL A 751212101   218,553 1,164 SH   SOLE   0 0 1,164
RBC BEARINGS INC COM 75524B104   231,419 856 SH   SOLE   0 0 856
REGENCY CTRS CORP COM 758849103   554,790 9,161 SH   SOLE   0 0 9,161
REPUBLIC SVCS INC COM 760759100   397,238 2,075 SH   SOLE   0 0 2,075
REVVITY INC COM 714046109   606,795 5,779 SH   SOLE   0 0 5,779
REXFORD INDL RLTY INC COM 76169C100   465,929 9,263 SH   SOLE   0 0 9,263
REYNOLDS CONSUMER PRODS INC COM 76171L106   276,290 9,674 SH   SOLE   0 0 9,674
RLI CORP COM 749607107   467,532 3,149 SH   SOLE   0 0 3,149
ROBERT HALF INC. COM 770323103   313,314 3,952 SH   SOLE   0 0 3,952
ROBINHOOD MKTS INC COM CL A 770700102   246,230 12,232 SH   SOLE   0 0 12,232
ROKU INC COM CL A 77543R102   214,149 3,286 SH   SOLE   0 0 3,286
ROSS STORES INC COM 778296103   863,389 5,883 SH   SOLE   0 0 5,883
RYAN SPECIALTY HOLDINGS INC CL A 78351F107   364,192 6,562 SH   SOLE   0 0 6,562
S&P GLOBAL INC COM 78409V104   493,947 1,161 SH   SOLE   0 0 1,161
SALESFORCE INC COM 79466L302   552,665 1,835 SH   SOLE   0 0 1,835
SCHLUMBERGER LTD COM STK 806857108   572,709 10,449 SH   SOLE   0 0 10,449
SKECHERS U S A INC CL A 830566105   427,166 6,973 SH   SOLE   0 0 6,973
SONOCO PRODS CO COM 835495102   251,025 4,340 SH   SOLE   0 0 4,340
SOUTHWEST AIRLS CO COM 844741108   503,819 17,260 SH   SOLE   0 0 17,260
SOUTHWESTERN ENERGY CO COM 845467109   83,167 10,972 SH   SOLE   0 0 10,972
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109   470,136 13,034 SH   SOLE   0 0 13,034
SSR MINING IN COM 784730103   178,770 40,083 SH   SOLE   0 0 40,083
STARBUCKS CORP COM 855244109   745,194 8,154 SH   SOLE   0 0 8,154
STIFEL FINL CORP COM 860630102   256,163 3,277 SH   SOLE   0 0 3,277
SUN CMNTYS INC COM 866674104   567,166 4,411 SH   SOLE   0 0 4,411
SYNCHRONY FINANCIAL COM 87165B103   296,450 6,875 SH   SOLE   0 0 6,875
SYNOVUS FINL CORP COM NEW 87161C501   227,060 5,668 SH   SOLE   0 0 5,668
SYSCO CORP COM 871829107   238,425 2,937 SH   SOLE   0 0 2,937
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   206,549 1,391 SH   SOLE   0 0 1,391
TANDEM DIABETES CARE INC COM NEW 875372203   303,004 8,557 SH   SOLE   0 0 8,557
TAPESTRY INC COM 876030107   328,894 6,927 SH   SOLE   0 0 6,927
TARGA RES CORP COM 87612G101   548,527 4,898 SH   SOLE   0 0 4,898
TECHNIPFMC PLC COM G87110105   333,561 13,284 SH   SOLE   0 0 13,284
TELADOC HEALTH INC COM 87918A105   244,151 16,169 SH   SOLE   0 0 16,169
TERADATA CORP DEL COM 88076W103   207,774 5,373 SH   SOLE   0 0 5,373
TEXAS ROADHOUSE INC COM 882681109   408,882 2,647 SH   SOLE   0 0 2,647
THERMO FISHER SCIENTIFIC INC COM 883556102   321,409 553 SH   SOLE   0 0 553
TIMKEN CO COM 887389104   238,946 2,733 SH   SOLE   0 0 2,733
TPG INC COM CL A 872657101   451,068 10,091 SH   SOLE   0 0 10,091
TRAVELERS COMPANIES INC COM 89417E109   255,225 1,109 SH   SOLE   0 0 1,109
TRIPADVISOR INC COM 896945201   385,280 13,864 SH   SOLE   0 0 13,864
TWILIO INC CL A 90138F102   217,878 3,563 SH   SOLE   0 0 3,563
UBER TECHNOLOGIES INC COM 90353T100   477,723 6,205 SH   SOLE   0 0 6,205
UDR INC COM 902653104   301,039 8,047 SH   SOLE   0 0 8,047
UGI CORP NEW COM 902681105   664,690 27,086 SH   SOLE   0 0 27,086
UNDER ARMOUR INC CL C 904311206   287,320 40,241 SH   SOLE   0 0 40,241
UNION PAC CORP COM 907818108   573,755 2,333 SH   SOLE   0 0 2,333
UNUM GROUP COM 91529Y106   270,500 5,041 SH   SOLE   0 0 5,041
VERALTO CORP COM SHS 92338C103   705,025 7,952 SH   SOLE   0 0 7,952
VERISIGN INC COM 92343E102   838,772 4,426 SH   SOLE   0 0 4,426
VERISK ANALYTICS INC COM 92345Y106   385,890 1,637 SH   SOLE   0 0 1,637
VESTIS CORPORATION COM SHS 29430C102   240,567 12,484 SH   SOLE   0 0 12,484
VISA INC COM CL A 92826C839   269,591 966 SH   SOLE   0 0 966
VISTRA CORP COM 92840M102   230,681 3,312 SH   SOLE   0 0 3,312
VULCAN MATLS CO COM 929160109   336,237 1,232 SH   SOLE   0 0 1,232
WABTEC COM 929740108   618,703 4,247 SH   SOLE   0 0 4,247
WALMART INC COM 931142103   240,740 4,001 SH   SOLE   0 0 4,001
WASTE MGMT INC DEL COM 94106L109   399,230 1,873 SH   SOLE   0 0 1,873
WEBSTER FINL CORP COM 947890109   386,258 7,608 SH   SOLE   0 0 7,608
WESCO INTL INC COM 95082P105   221,465 1,293 SH   SOLE   0 0 1,293
WESTERN ALLIANCE BANCORP COM 957638109   200,786 3,128 SH   SOLE   0 0 3,128
WESTERN UN CO COM 959802109   200,962 14,375 SH   SOLE   0 0 14,375
WILLIS TOWERS WATSON PLC LTD SHS G96629103   1,070,281 3,892 SH   SOLE   0 0 3,892
WK KELLOGG CO COM SHS 92942W107   275,194 14,638 SH   SOLE   0 0 14,638
WORKDAY INC CL A 98138H101   241,111 884 SH   SOLE   0 0 884
WYNDHAM HOTELS & RESORTS INC COM 98311A105   487,209 6,348 SH   SOLE   0 0 6,348
WYNN RESORTS LTD COM 983134107   508,697 4,976 SH   SOLE   0 0 4,976
XPO INC COM 983793100   386,957 3,171 SH   SOLE   0 0 3,171
YUM BRANDS INC COM 988498101   611,169 4,408 SH   SOLE   0 0 4,408
ZIONS BANCORPORATION N A COM 989701107   447,585 10,313 SH   SOLE   0 0 10,313
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101   273,704 4,187 SH   SOLE   0 0 4,187
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104   236,010 14,723 SH   SOLE   0 0 14,723