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COM 364760108 1823976 77189 SH SOLE 1 77189 0 0 GARTNER INC COM COM 366651107 14943477 30845 SH SOLE 1 30845 0 0 GATX CORP COM COM 361448103 3094241 19968 SH SOLE 1 19968 0 0 GE AEROSPACE COM NEW COM 369604301 10944593 65619 SH SOLE 1 65619 0 0 GE HEALTHCARE TECHNOLOGIES I COMMON STOCK COM 36266G107 18833171 240895 SH SOLE 1 240895 0 0 GE VERNOVA INC COM COM 36828A101 6040142 18363 SH SOLE 1 18363 0 0 GEN DIGITAL INC COM COM 668771108 28173007 1028963 SH SOLE 1 1028963 0 0 GENERAC HLDGS INC COM COM 368736104 10697365 68993 SH SOLE 1 68993 0 0 GENERAL MLS INC COM COM 370334104 28751023 450855 SH SOLE 1 450855 0 0 GERDAU SA SPON ADR REP PFD PFD 373737105 1059587 367912 SH SOLE 1 367912 0 0 GLACIER BANCORP INC NEW COM COM 37637Q105 3174155 63205 SH SOLE 1 63205 0 0 GLOBAL PMTS INC COM COM 37940X102 5372493 47943 SH SOLE 1 47943 0 0 GLOBUS MED INC CL A COM 379577208 2680052 32403 SH SOLE 1 32403 0 0 GODADDY INC CL A COM 380237107 19580288 99206 SH SOLE 1 99206 0 0 GOLDMAN SACHS GROUP INC COM COM 38141G104 112034248 195652 SH SOLE 1 195652 0 0 GRACO INC COM COM 384109104 4901464 58150 SH SOLE 1 58150 0 0 GRAINGER W W INC COM COM 384802104 8860344 8406 SH SOLE 1 8406 0 0 GRAND CANYON ED INC COM COM 38526M106 1585748 9681 SH SOLE 1 9681 0 0 GRANITE REAL ESTATE INVT TR TR UNIT NEW ADDED COM 387437205 992336 14225 SH SOLE 1 14225 0 0 GRAPHIC PACKAGING HLDG CO COM COM 388689101 2796149 102951 SH SOLE 1 102951 0 0 GUIDEWIRE SOFTWARE INC COM COM 40171V100 6597547 39136 SH SOLE 1 39136 0 0 GXO LOGISTICS INCORPORATED COMMON STOCK COM 36262G101 1976945 45447 SH SOLE 1 45447 0 0 HAEMONETICS CORP MASS COM COM 405024100 1755473 22483 SH SOLE 1 22483 0 0 HALLIBURTON CO COM COM 406216101 3009226 110674 SH SOLE 1 110674 0 0 HALOZYME THERAPEUTICS INC COM COM 40637H109 1872574 39167 SH SOLE 1 39167 0 0 HANOVER INS GROUP INC COM COM 410867105 2619322 16936 SH SOLE 1 16936 0 0 HARLEY DAVIDSON INC COM COM 412822108 1962427 65132 SH SOLE 1 65132 0 0 HARTFORD FINL SVCS GROUP INC COM COM 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COM 438516106 64902715 287320 SH SOLE 1 287320 0 0 HOULIHAN LOKEY INC CL A COM 441593100 567000 3265 SH SOLE 1 3265 0 0 HOWMET AEROSPACE INC COM COM 443201108 17374190 158857 SH SOLE 1 158857 0 0 HUBBELL INC COM COM 443510607 2905002 6935 SH SOLE 1 6935 0 0 HUBSPOT INC COM COM 443573100 9914340 14229 SH SOLE 1 14229 0 0 HUMANA INC COM COM 444859102 3395401 13383 SH SOLE 1 13383 0 0 ICICI BANK LIMITED ADR COM 45104G104 39730372 1330555 SH SOLE 1 1330555 0 0 ICICI BANK LIMITED ADR COM 45104G104 297107 9950 SH SOLE 2 9950 0 0 IDACORP INC COM COM 451107106 4626478 42336 SH SOLE 1 42336 0 0 IDEX CORP COM COM 45167R104 230847 1103 SH SOLE 1 1103 0 0 IDEXX LABS INC COM COM 45168D104 36874714 89190 SH SOLE 1 89190 0 0 ILLINOIS TOOL WKS INC COM COM 452308109 62093801 244888 SH SOLE 1 244888 0 0 ILLUMINA INC COM COM 452327109 10638952 79615 SH SOLE 1 79615 0 0 INDUSTRIAL LOGISTICS PPTYS T COM SHS BEN INT COM 456237106 424692 116354 SH SOLE 1 116354 0 0 INGREDION INC COM COM 457187102 5160013 37511 SH SOLE 1 37511 0 0 INNOVATIVE INDL PPTYS INC COM COM 45781V101 311675 4677 SH SOLE 1 4677 0 0 INTERACTIVE BROKERS GROUP IN COM CL A COM 45841N107 7881249 44610 SH SOLE 1 44610 0 0 INTERNATIONAL BUSINESS MACHS COM COM 459200101 11933691 54286 SH SOLE 1 54286 0 0 INTERNATIONAL FLAVORS&FRAGRA COM COM 459506101 16791968 198604 SH SOLE 1 198604 0 0 INTUIT COM COM 461202103 24722047 39335 SH SOLE 1 39335 0 0 INTUITIVE SURGICAL INC COM NEW COM 46120E602 14820532 28394 SH SOLE 1 28394 0 0 INVESCO DB MULTI-SECTOR COMM PRECIOUS METAL COM 46140H502 2883825 47486 SH SOLE 1 47486 0 0 IRIDIUM COMMUNICATIONS INC COM COM 46269C102 1884414 64935 SH SOLE 1 64935 0 0 IRON MTN INC DEL COM COM 46284V101 12534893 119255 SH SOLE 1 119255 0 0 ISHARES INC MSCI TAIWAN ETF COM 46434G772 9314160 179949 SH SOLE 1 179949 0 0 ISHARES INC MSCI WORLD ETF COM 464286392 2874729 18487 SH SOLE 1 18487 0 0 ISHARES TR 1 3 YR TREAS BD COM 464287457 313409540 3823000 SH SOLE 2 3823000 0 0 ISHARES TR CORE S&P MCP ETF COM 464287507 48966251 785849 SH SOLE 1 785849 0 0 ISHARES TR CORE S&P500 ETF COM 464287200 6934650 11780 SH SOLE 3 11780 0 0 ISHARES TR CORE US AGGBD ET COM 464287226 1085765 11205 SH SOLE 3 11205 0 0 ISHARES TR CYBERSECURITY COM 46435U135 1236924 25352 SH SOLE 1 25352 0 0 ISHARES TR EXPANDED TECH COM 464287515 1130054 11287 SH SOLE 1 11287 0 0 ISHARES TR GLOBAL TECH ETF COM 464287291 10145084 119706 SH SOLE 1 119706 0 0 ISHARES TR IBOXX HI YD ETF COM 464288513 3591080 45659 SH SOLE 1 45659 0 0 ISHARES TR IBOXX INV CP ETF COM 464287242 1938184 18141 SH SOLE 1 18141 0 0 ISHARES TR MSCI ACWI ETF COM 464288257 7245520 61664 SH SOLE 1 61664 0 0 ISHARES TR MSCI EMG MKT ETF COM 464287234 2788265 66673 SH SOLE 1 66673 0 0 ISHARES TR MSCI INDIA ETF COM 46429B598 4485296 85207 SH SOLE 1 85207 0 0 ISHARES TR MSCI USA QLT FCT COM 46432F339 2451449 13766 SH SOLE 1 13766 0 0 ISHARES TR RUS 1000 VAL ETF COM 464287598 8086664 43681 SH SOLE 1 43681 0 0 ITAU UNIBANCO HLDG S A SPON ADR REP PFD PFD 465562106 3526044 710896 SH SOLE 1 710896 0 0 ITT INC COM COM 45073V108 3693019 25847 SH SOLE 1 25847 0 0 JANUS DETROIT STR TR HENDRSON AAA CL COM 47103U845 1247517 24601 SH SOLE 1 24601 0 0 JEFFERIES FINL GROUP INC COM COM 47233W109 3524786 44959 SH SOLE 1 44959 0 0 JOHNSON & JOHNSON COM COM 478160104 95863392 662864 SH SOLE 1 662864 0 0 JONES LANG LASALLE INC COM COM 48020Q107 10634411 42010 SH SOLE 1 42010 0 0 JPMORGAN CHASE & CO. COM COM 46625H100 404078188 1685696 SH SOLE 1 1685696 0 0 JUNIPER NETWORKS INC COM COM 48203R104 249080 6651 SH SOLE 1 6651 0 0 KB HOME COM COM 48666K109 1658839 25241 SH SOLE 1 25241 0 0 KBR INC COM COM 48242W106 3141138 54223 SH SOLE 1 54223 0 0 KE HLDGS INC SPONSORED ADS COM 482497104 204499 11102 SH SOLE 1 11102 0 0 KILROY RLTY CORP COM COM 49427F108 2042725 50500 SH SOLE 1 50500 0 0 KIMBERLY-CLARK CORP COM COM 494368103 34644617 264382 SH SOLE 1 264382 0 0 KIMCO RLTY CORP COM COM 49446R109 44015387 1878591 SH SOLE 1 1878591 0 0 KINSALE CAP GROUP INC COM COM 49714P108 2751244 5915 SH SOLE 1 5915 0 0 KIRBY CORP COM COM 497266106 1855520 17538 SH SOLE 1 17538 0 0 KLA CORP COM NEW COM 482480100 28517341 45257 SH SOLE 1 45257 0 0 KNIFE RIVER CORP COMMON STOCK COM 498894104 2079046 20455 SH SOLE 1 20455 0 0 KNIGHT-SWIFT TRANSN HLDGS IN CL A COM 499049104 2617471 49349 SH SOLE 1 49349 0 0 KROGER CO COM COM 501044101 20782622 339863 SH SOLE 1 339863 0 0 KYNDRYL HLDGS INC COMMON STOCK COM 50155Q100 2311142 66796 SH SOLE 1 66796 0 0 LAM RESEARCH CORP COM NEW ADDED COM 512807306 50399855 697769 SH SOLE 1 697769 0 0 LANDSTAR SYS INC COM COM 515098101 6542882 38071 SH SOLE 1 38071 0 0 LANTHEUS HLDGS INC COM COM 516544103 1945576 21748 SH SOLE 1 21748 0 0 LATTICE SEMICONDUCTOR CORP COM COM 518415104 3207240 56615 SH SOLE 1 56615 0 0 LAUDER ESTEE COS INC CL A COM 518439104 1618368 21584 SH SOLE 1 21584 0 0 LEAR CORP COM NEW COM 521865204 2307744 24369 SH SOLE 1 24369 0 0 LEIDOS HOLDINGS INC COM COM 525327102 19716484 136863 SH SOLE 1 136863 0 0 LENNAR CORP CL A COM 526057104 13243300 97113 SH SOLE 1 97113 0 0 LENNAR CORP CL B COM 526057302 388521 2940 SH SOLE 1 2940 0 0 LENNOX INTL INC COM COM 526107107 6440910 10571 SH SOLE 1 10571 0 0 LIGHT & WONDER INC COM COM 80874P109 2316280 26815 SH SOLE 1 26815 0 0 LINCOLN ELEC HLDGS INC COM COM 533900106 3417953 18232 SH SOLE 1 18232 0 0 LITHIA MTRS INC COM COM 536797103 3082834 8625 SH SOLE 1 8625 0 0 LITTELFUSE INC COM COM 537008104 2207098 9366 SH SOLE 1 9366 0 0 LOCKHEED MARTIN CORP COM COM 539830109 63069181 129788 SH SOLE 1 129788 0 0 LOUISIANA PAC CORP COM COM 546347105 2356177 22754 SH SOLE 1 22754 0 0 LOWES COS INC COM COM 548661107 39527735 160161 SH SOLE 1 160161 0 0 LPL FINL HLDGS INC COM COM 50212V100 7003966 21451 SH SOLE 1 21451 0 0 LULULEMON ATHLETICA INC COM COM 550021109 7683764 20093 SH SOLE 1 20093 0 0 LXP INDUSTRIAL TRUST COM COM 529043101 575205 70838 SH SOLE 1 70838 0 0 MACYS INC COM COM 55616P104 1763801 104182 SH SOLE 1 104182 0 0 MANHATTAN ASSOCIATES INC COM COM 562750109 12093240 44750 SH SOLE 1 44750 0 0 MARATHON PETE CORP COM COM 56585A102 3597426 25788 SH SOLE 1 25788 0 0 MARRIOTT INTL INC NEW CL A COM 571903202 12468060 44698 SH SOLE 1 44698 0 0 MARVELL TECHNOLOGY INC COM COM 573874104 15828148 143306 SH SOLE 1 143306 0 0 MASCO CORP COM COM 574599106 20721638 285540 SH SOLE 1 285540 0 0 MASTEC INC COM COM 576323109 13041123 95792 SH SOLE 1 95792 0 0 MASTERCARD INCORPORATED CL A COM 57636Q104 96833064 183894 SH SOLE 1 183894 0 0 MATCH GROUP INC NEW COM COM 57667L107 288993 8835 SH SOLE 1 8835 0 0 MATTEL INC COM COM 577081102 2835116 159905 SH SOLE 1 159905 0 0 MCKESSON CORP COM COM 58155Q103 38033514 66736 SH SOLE 1 66736 0 0 MDU RES GROUP INC COM COM 552690109 1855123 102948 SH SOLE 1 102948 0 0 MEDPACE HLDGS INC COM COM 58506Q109 4199719 12641 SH SOLE 1 12641 0 0 MERCADOLIBRE INC COM COM 58733R102 3803884 2237 SH SOLE 1 2237 0 0 MERCK & CO INC COM COM 58933Y105 39468988 396753 SH SOLE 1 396753 0 0 META PLATFORMS INC CL A COM 30303M102 279093295 476667 SH SOLE 1 476667 0 0 METTLER TOLEDO INTERNATIONAL COM COM 592688105 8338156 6814 SH SOLE 1 6814 0 0 MGIC INVT CORP WIS COM COM 552848103 2371782 100033 SH SOLE 1 100033 0 0 MICROCHIP TECHNOLOGY INC. COM COM 595017104 5207151 90796 SH SOLE 1 90796 0 0 MICRON TECHNOLOGY INC COM COM 595112103 8301542 98640 SH SOLE 1 98640 0 0 MICROSOFT CORP COM COM 594918104 790367716 1875131 SH SOLE 1 1875131 0 0 MICROSTRATEGY INC CL A NEW COM 594972408 294833 1018 SH SOLE 1 1018 0 0 MKS INSTRS INC COM COM 55306N104 4036657 38669 SH SOLE 1 38669 0 0 MODERNA INC COM COM 60770K107 650561 15646 SH SOLE 1 15646 0 0 MOHAWK INDS INC COM COM 608190104 824380 6920 SH SOLE 1 6920 0 0 MONGODB INC CL A COM 60937P106 6257700 26879 SH SOLE 1 26879 0 0 MONOLITHIC PWR SYS INC COM COM 609839105 3458487 5845 SH SOLE 1 5845 0 0 MOODYS CORP COM COM 615369105 41769222 88238 SH SOLE 1 88238 0 0 MORGAN STANLEY COM NEW COM 617446448 73037411 580953 SH SOLE 1 580953 0 0 MORNINGSTAR INC COM COM 617700109 8041829 23880 SH SOLE 1 23880 0 0 MOTOROLA SOLUTIONS INC COM NEW COM 620076307 98846499 213847 SH SOLE 1 213847 0 0 MSA SAFETY INC COM COM 553498106 6413476 38689 SH SOLE 1 38689 0 0 MSC INDL DIRECT INC CL A COM 553530106 508191 6804 SH SOLE 1 6804 0 0 MURPHY OIL CORP COM COM 626717102 1432266 47332 SH SOLE 1 47332 0 0 MURPHY USA INC COM COM 626755102 3100815 6180 SH SOLE 1 6180 0 0 NATIONAL FUEL GAS CO COM COM 636180101 3812100 62823 SH SOLE 1 62823 0 0 NATIONAL STORAGE AFFILIATES COM SHS BEN IN COM 637870106 1183550 31220 SH SOLE 1 31220 0 0 NETAPP INC COM COM 64110D104 15735689 135559 SH SOLE 1 135559 0 0 NETFLIX INC COM COM 64110L106 78445965 88011 SH SOLE 1 88011 0 0 NEUROCRINE BIOSCIENCES INC COM COM 64125C109 4110698 30115 SH SOLE 1 30115 0 0 NEW JERSEY RES CORP COM COM 646025106 2679110 57430 SH SOLE 1 57430 0 0 NEW YORK TIMES CO CL A COM 650111107 2841774 54597 SH SOLE 1 54597 0 0 NEWMARKET CORP COM COM 651587107 1494702 2829 SH SOLE 1 2829 0 0 NEWMONT CORP COM COM 651639106 3164444 85020 SH SOLE 1 85020 0 0 NEWS CORP NEW CL B COM 65249B208 470326 15456 SH SOLE 1 15456 0 0 NEXGEN ENERGY LTD COM COM 65340P106 4433939 671809 SH SOLE 1 671809 0 0 NEXSTAR MEDIA GROUP INC COMMON STOCK COM 65336K103 1725032 10920 SH SOLE 1 10920 0 0 NEXTERA ENERGY INC COM COM 65339F101 945663 13191 SH SOLE 1 13191 0 0 NIKE INC CL B COM 654106103 20803575 274925 SH SOLE 1 274925 0 0 NNN REIT INC COM COM 637417106 2027876 49642 SH SOLE 1 49642 0 0 NORDSON CORP COM COM 655663102 201289 962 SH SOLE 1 962 0 0 NORTHERN TR CORP COM COM 665859104 28697950 279980 SH SOLE 1 279980 0 0 NOV INC COM COM 62955J103 1888130 129324 SH SOLE 1 129324 0 0 NOVANTA INC COM COM 67000B104 2192861 14354 SH SOLE 1 14354 0 0 NUCOR CORP COM COM 670346105 7211511 61790 SH SOLE 1 61790 0 0 NUSCALE PWR CORP CL A COM COM 67079K100 8017866 447176 SH SOLE 1 447176 0 0 NUTANIX INC CL A COM 67059N108 9082844 148461 SH SOLE 1 148461 0 0 NVIDIA CORPORATION COM COM 67066G104 825974549 6150678 SH SOLE 1 6150678 0 0 NVR INC COM COM 62944T105 13953203 1706 SH SOLE 1 1706 0 0 OCCIDENTAL PETE CORP COM COM 674599105 1584233 32063 SH SOLE 1 32063 0 0 OGE ENERGY CORP COM COM 670837103 8413474 203963 SH SOLE 1 203963 0 0 OKTA INC CL A COM 679295105 14922041 189366 SH SOLE 1 189366 0 0 OLD DOMINION FREIGHT LINE IN COM COM 679580100 3456029 19592 SH SOLE 1 19592 0 0 OLD NATL BANCORP IND COM COM 680033107 2337650 107701 SH SOLE 1 107701 0 0 OLD REP INTL CORP COM COM 680223104 4113826 113673 SH SOLE 1 113673 0 0 OLIN CORP COM PAR 1 COM 680665205 2441577 72236 SH SOLE 1 72236 0 0 OLLIES BARGAIN OUTLET HLDGS COM COM 681116109 1767860 16111 SH SOLE 1 16111 0 0 OMEGA HEALTHCARE INVS INC COM COM 681936100 8552359 225954 SH SOLE 1 225954 0 0 OMNICOM GROUP INC COM COM 681919106 374790 4356 SH SOLE 1 4356 0 0 ON SEMICONDUCTOR CORP COM COM 682189105 5944291 94279 SH SOLE 1 94279 0 0 ONE GAS INC COM COM 68235P108 3467832 50077 SH SOLE 1 50077 0 0 ONTO INNOVATION INC COM COM 683344105 2773555 16641 SH SOLE 1 16641 0 0 OPTION CARE HEALTH INC COM NEW COM 68404L201 1416569 61059 SH SOLE 1 61059 0 0 ORACLE CORP COM COM 68389X105 65211565 391332 SH SOLE 1 391332 0 0 OREILLY AUTOMOTIVE INC COM COM 67103H107 4974431 4195 SH SOLE 1 4195 0 0 OTIS WORLDWIDE CORP COM COM 68902V107 2231438 24095 SH SOLE 1 24095 0 0 OVINTIV INC COM COM 69047Q102 3857706 95252 SH SOLE 1 95252 0 0 OWENS CORNING NEW COM COM 690742101 4404475 25860 SH SOLE 1 25860 0 0 PACCAR INC COM COM 693718108 27278517 262243 SH SOLE 1 262243 0 0 PACKAGING CORP AMER COM COM 695156109 9513544 42258 SH SOLE 1 42258 0 0 PALANTIR TECHNOLOGIES INC CL A COM 69608A108 38423141 508041 SH SOLE 1 508041 0 0 PALO ALTO NETWORKS INC COM COM 697435105 52335881 287623 SH SOLE 1 287623 0 0 PARAMOUNT GLOBAL CLASS B COM COM 92556H206 106546 10186 SH SOLE 1 10186 0 0 PARKER-HANNIFIN CORP COM COM 701094104 5586888 8784 SH SOLE 1 8784 0 0 PAYCHEX INC COM COM 704326107 4445956 31707 SH SOLE 1 31707 0 0 PAYLOCITY HLDG CORP COM COM 70438V106 3560540 17850 SH SOLE 1 17850 0 0 PAYPAL HLDGS INC COM COM 70450Y103 35462242 415492 SH SOLE 1 415492 0 0 PDD HOLDINGS INC SPONSORED ADS COM 722304102 836733 8627 SH SOLE 2 8627 0 0 PENUMBRA INC COM COM 70975L107 3425649 14425 SH SOLE 1 14425 0 0 PEPSICO INC COM COM 713448108 96428241 634146 SH SOLE 1 634146 0 0 PERFORMANCE FOOD GROUP CO COM COM 71377A103 3863174 45691 SH SOLE 1 45691 0 0 PERMIAN RESOURCES CORP CLASS A COM COM 71424F105 2755021 191587 SH SOLE 1 191587 0 0 PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG COM 71654V101 3019176 254998 SH SOLE 1 254998 0 0 PETROLEO BRASILEIRO SA PETRO SPONSORED ADR COM 71654V408 2599135 202110 SH SOLE 1 202110 0 0 PG&E CORP COM COM 69331C108 4179318 207102 SH SOLE 1 207102 0 0 PHILIP MORRIS INTL INC COM COM 718172109 6190563 51438 SH SOLE 1 51438 0 0 PINNACLE FINL PARTNERS INC COM COM 72346Q104 3284366 28712 SH SOLE 1 28712 0 0 PINTEREST INC CL A COM 72352L106 2225518 76742 SH SOLE 1 76742 0 0 PIPER SANDLER COMPANIES COM COM 724078100 2512681 8377 SH SOLE 1 8377 0 0 PJT PARTNERS INC COM CL A COM 69343T107 327771 2077 SH SOLE 1 2077 0 0 PLANET FITNESS INC CL A COM 72703H101 3354362 33927 SH SOLE 1 33927 0 0 PLYMOUTH INDL REIT INC COM COM 729640102 332646 18688 SH SOLE 1 18688 0 0 POOL CORP COM COM 73278L105 2800481 8214 SH SOLE 1 8214 0 0 PORTLAND GEN ELEC CO COM NEW COM 736508847 2615281 59956 SH SOLE 1 59956 0 0 POST HLDGS INC COM COM 737446104 1693550 14796 SH SOLE 1 14796 0 0 POTLATCHDELTIC CORPORATION COM COM 737630103 2758098 70270 SH SOLE 1 70270 0 0 POWER INTEGRATIONS INC COM COM 739276103 1797074 29126 SH SOLE 1 29126 0 0 PPG INDS INC COM COM 693506107 34734985 290791 SH SOLE 1 290791 0 0 PRICE T ROWE GROUP INC COM COM 74144T108 18069181 159777 SH SOLE 1 159777 0 0 PRIMERICA INC COM COM 74164M108 4812005 17729 SH SOLE 1 17729 0 0 PRINCIPAL FINANCIAL GROUP IN COM COM 74251V102 449830 5811 SH SOLE 1 5811 0 0 PROCTER AND GAMBLE CO COM COM 742718109 26423149 157609 SH SOLE 1 157609 0 0 PROGRESSIVE CORP COM COM 743315103 31690819 132260 SH SOLE 1 132260 0 0 PROLOGIS INC. COM COM 74340W103 19741906 186773 SH SOLE 1 186773 0 0 PRUDENTIAL FINL INC COM COM 744320102 41817858 352804 SH SOLE 1 352804 0 0 PUBLIC STORAGE OPER CO COM COM 74460D109 333277 1113 SH SOLE 1 1113 0 0 PULTE GROUP INC COM COM 745867101 4428201 40663 SH SOLE 1 40663 0 0 PURE STORAGE INC CL A COM 74624M102 13847059 225412 SH SOLE 1 225412 0 0 PVH CORPORATION COM COM 693656100 2908971 27508 SH SOLE 1 27508 0 0 QORVO INC COM COM 74736K101 8406845 120218 SH SOLE 1 120218 0 0 QUALCOMM INC COM COM 747525103 85976352 559669 SH SOLE 1 559669 0 0 QUANTA SVCS INC COM COM 74762E102 9977066 31568 SH SOLE 1 31568 0 0 RALPH LAUREN CORP CL A COM 751212101 14074073 60932 SH SOLE 1 60932 0 0 RAMBUS INC DEL COM COM 750917106 2262831 42808 SH SOLE 1 42808 0 0 RANGE RES CORP COM COM 75281A109 2961406 82307 SH SOLE 1 82307 0 0 RAYONIER INC COM COM 754907103 1985140 76059 SH SOLE 1 76059 0 0 RB GLOBAL INC COM COM 74935Q107 4416350 34040 SH SOLE 1 34040 0 0 REGAL REXNORD CORPORATION COM COM 758750103 2951193 19024 SH SOLE 1 19024 0 0 REGENERON PHARMACEUTICALS COM COM 75886F107 2827950 3970 SH SOLE 1 3970 0 0 REGIONS FINANCIAL CORP NEW COM COM 7591EP100 21873271 929986 SH SOLE 1 929986 0 0 REINSURANCE GRP OF AMERICA I COM NEW COM 759351604 3486228 16319 SH SOLE 1 16319 0 0 RELIANCE INC COM COM 759509102 4265078 15840 SH SOLE 1 15840 0 0 REPLIGEN CORP COM COM 759916109 2606753 18110 SH SOLE 1 18110 0 0 REPUBLIC SVCS INC COM COM 760759100 4456942 22154 SH SOLE 1 22154 0 0 RESMED INC COM COM 761152107 28264483 123593 SH SOLE 1 123593 0 0 REXFORD INDL RLTY INC COM COM 76169C100 12902079 333732 SH SOLE 1 333732 0 0 REYNOLDS CONSUMER PRODS INC COM COM 76171L106 256891 9518 SH SOLE 1 9518 0 0 RINGCENTRAL INC CL A COM 76680R206 724812 20703 SH SOLE 1 20703 0 0 RLI CORP COM COM 749607107 2737991 16611 SH SOLE 1 16611 0 0 ROBERT HALF INC. COM COM 770323103 3515461 49893 SH SOLE 1 49893 0 0 ROCKWELL AUTOMATION INC COM COM 773903109 44240006 154799 SH SOLE 1 154799 0 0 ROPER TECHNOLOGIES INC COM COM 776696106 41888473 80578 SH SOLE 1 80578 0 0 ROSS STORES INC COM COM 778296103 9183904 60712 SH SOLE 1 60712 0 0 ROYAL BK CDA COM COM 780087102 263273 1519 SH SOLE 1 1519 0 0 ROYAL GOLD INC COM COM 780287108 3792006 28760 SH SOLE 1 28760 0 0 RPM INTL INC COM COM 749685103 4813369 39114 SH SOLE 1 39114 0 0 RTX CORPORATION COM COM 75513E101 374238 3234 SH SOLE 1 3234 0 0 RYDER SYS INC COM COM 783549108 3064574 19537 SH SOLE 1 19537 0 0 SAIA INC COM COM 78709Y105 3397011 7454 SH SOLE 1 7454 0 0 SALESFORCE INC COM COM 79466L302 69979615 209313 SH SOLE 1 209313 0 0 SAMSARA INC COM CL A COM 79589L106 5950403 136196 SH SOLE 1 136196 0 0 SAREPTA THERAPEUTICS INC COM COM 803607100 3057137 25143 SH SOLE 1 25143 0 0 SBA COMMUNICATIONS CORP NEW CL A COM 78410G104 12092065 59333 SH SOLE 1 59333 0 0 SCHLUMBERGER LTD COM STK COM 806857108 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SPONSORED ADS COM 874039100 2297006 11631 SH SOLE 1 11631 0 0 TALEN ENERGY CORP COM COM 87422Q109 467007 2318 SH SOLE 1 2318 0 0 TARGA RES CORP COM COM 87612G101 4411449 24714 SH SOLE 1 24714 0 0 TARGET CORP COM COM 87612E106 17196789 127214 SH SOLE 1 127214 0 0 TAYLOR MORRISON HOME CORP COM COM 87724P106 1756605 28698 SH SOLE 1 28698 0 0 TD SYNNEX CORPORATION COM COM 87162W100 2235122 19058 SH SOLE 1 19058 0 0 TEGNA INC COM COM 87901J105 2048919 112024 SH SOLE 1 112024 0 0 TELEDYNE TECHNOLOGIES INC COM COM 879360105 514720 1109 SH SOLE 1 1109 0 0 TEMPUR SEALY INTL INC COM COM 88023U101 2611425 46065 SH SOLE 1 46065 0 0 TENCENT MUSIC ENTMT GROUP SPON ADS COM 88034P109 17080933 1504928 SH SOLE 2 1504928 0 0 TENET HEALTHCARE CORP COM NEW COM 88033G407 7779050 61626 SH SOLE 1 61626 0 0 TERADATA CORP DEL COM COM 88076W103 2889163 92750 SH SOLE 1 92750 0 0 TERADYNE INC COM COM 880770102 2570153 20411 SH SOLE 1 20411 0 0 TEREX CORP NEW COM COM 880779103 1321846 28599 SH SOLE 1 28599 0 0 TERRENO RLTY CORP COM COM 88146M101 2601569 43990 SH SOLE 1 43990 0 0 TESLA INC COM COM 88160R101 157011377 388796 SH SOLE 1 388796 0 0 TETRA TECH INC NEW COM COM 88162G103 2728124 68477 SH SOLE 1 68477 0 0 TEXAS INSTRS INC COM COM 882508104 14110878 75254 SH SOLE 1 75254 0 0 TEXAS PACIFIC LAND CORPORATI COM COM 88262P102 8639760 7812 SH SOLE 1 7812 0 0 TEXAS ROADHOUSE INC COM COM 882681109 10056086 55734 SH SOLE 1 55734 0 0 THE CIGNA GROUP COM COM 125523100 23695297 85809 SH SOLE 1 85809 0 0 THE TRADE DESK INC COM CL A COM 88339J105 3015115 25654 SH SOLE 1 25654 0 0 THERMO FISHER SCIENTIFIC INC COM COM 883556102 65452737 125815 SH SOLE 1 125815 0 0 THOR INDS INC COM COM 885160101 1678275 17535 SH SOLE 1 17535 0 0 TIM S A SPONSORED ADR COM 88706T108 671649 57113 SH SOLE 1 57113 0 0 TJX COS INC NEW COM COM 872540109 82628241 683952 SH SOLE 1 683952 0 0 TKO GROUP HOLDINGS INC CL A COM 87256C101 2184515 15372 SH SOLE 1 15372 0 0 T-MOBILE US INC COM COM 872590104 50666364 229540 SH SOLE 1 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INC COM COM 90353W103 1318094 3971 SH SOLE 1 3971 0 0 UFP INDUSTRIES INC COM COM 90278Q108 1403957 12463 SH SOLE 1 12463 0 0 UGI CORP NEW COM COM 902681105 3419020 121113 SH SOLE 1 121113 0 0 UMB FINL CORP COM COM 902788108 2520841 22336 SH SOLE 1 22336 0 0 UNDER ARMOUR INC CL A COM 904311107 320163 38667 SH SOLE 1 38667 0 0 UNION PAC CORP COM COM 907818108 109499107 480175 SH SOLE 1 480175 0 0 UNITED BANKSHARES INC WEST V COM COM 909907107 2303355 61341 SH SOLE 1 61341 0 0 UNITED PARCEL SERVICE INC CL B COM 911312106 62875856 498619 SH SOLE 1 498619 0 0 UNITED RENTALS INC COM COM 911363109 7164859 10171 SH SOLE 1 10171 0 0 UNITED THERAPEUTICS CORP DEL COM COM 91307C102 11639839 32989 SH SOLE 1 32989 0 0 UNITEDHEALTH GROUP INC COM COM 91324P102 22418703 44318 SH SOLE 1 44318 0 0 UNITI GROUP INC COM COM 91325V108 949509 172638 SH SOLE 1 172638 0 0 UNIVERSAL DISPLAY CORP COM COM 91347P105 1730277 11835 SH SOLE 1 11835 0 0 UNIVERSAL HLTH SVCS INC CL B COM 913903100 18779712 104669 SH SOLE 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VERIZON COMMUNICATIONS INC COM COM 92343V104 439490 10990 SH SOLE 1 10990 0 0 VERTEX PHARMACEUTICALS INC COM COM 92532F100 5818210 14448 SH SOLE 1 14448 0 0 VERTIV HOLDINGS CO COM CL A COM 92537N108 4608930 40568 SH SOLE 1 40568 0 0 VICI PPTYS INC COM COM 925652109 42868742 1467605 SH SOLE 1 1467605 0 0 VIPSHOP HLDGS LTD SPONSORED ADS A COM 92763W103 618812 45940 SH SOLE 1 45940 0 0 VIRTU FINL INC CL A COM 928254101 327864 9189 SH SOLE 1 9189 0 0 VISA INC COM CL A COM 92826C839 75057288 237493 SH SOLE 1 237493 0 0 VISTEON CORP COM NEW COM 92839U206 1563424 17622 SH SOLE 1 17622 0 0 VISTRA CORP COM COM 92840M102 4436519 32179 SH SOLE 1 32179 0 0 VOYA FINANCIAL INC COM COM 929089100 2453170 35641 SH SOLE 1 35641 0 0 WABTEC COM COM 929740108 24879137 131226 SH SOLE 1 131226 0 0 WALMART INC COM COM 931142103 85071301 941575 SH SOLE 1 941575 0 0 WARNER BROS DISCOVERY INC COM SER A COM 934423104 7440244 703902 SH SOLE 1 703902 0 0 WASTE MGMT INC DEL COM COM 94106L109 36290115 179841 SH SOLE 1 179841 0 0 WATERS CORP COM COM 941848103 4425049 11928 SH SOLE 1 11928 0 0 WATSCO INC COM COM 942622200 4243685 8955 SH SOLE 1 8955 0 0 WATTS WATER TECHNOLOGIES INC CL A COM 942749102 3011280 14812 SH SOLE 1 14812 0 0 WEBSTER FINL CORP COM COM 947890109 3171285 57430 SH SOLE 1 57430 0 0 WELLS FARGO CO NEW COM COM 949746101 109935223 1565137 SH SOLE 1 1565137 0 0 WELLTOWER INC COM COM 95040Q104 622336 4938 SH SOLE 1 4938 0 0 WESCO INTL INC COM COM 95082P105 2544479 14061 SH SOLE 1 14061 0 0 WEST FRASER TIMBER CO LTD COM COM 952845105 1330568 10683 SH SOLE 1 10683 0 0 WESTERN DIGITAL CORP COM COM 958102105 4239872 71103 SH SOLE 1 71103 0 0 WESTERN UN CO COM COM 959802109 2016459 190232 SH SOLE 1 190232 0 0 WEX INC COM COM 96208T104 2996394 17091 SH SOLE 1 17091 0 0 WHIRLPOOL CORP COM COM 963320106 2939961 25681 SH SOLE 1 25681 0 0 WILLIAMS SONOMA INC COM COM 969904101 13219445 71387 SH SOLE 1 71387 0 0 WINGSTOP INC COM COM 974155103 2723489 9583 SH SOLE 1 9583 0 0 WISDOMTREE TR CLOUD 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COM 98980L101 8700034 106605 SH SOLE 1 106605 0 0 ZOOMINFO TECHNOLOGIES INC COMMON STOCK COM 98980F104 1430716 136129 SH SOLE 1 136129 0 0 ZSCALER INC COM COM 98980G102 18383238 101897 SH SOLE 1 101897 0 0