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 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ABBOTT LABSCOM00282410013,056108,958SH SOLE 108,95800
ABBVIE INCCOM00287Y10967,278622,251SH SOLE 622,25100
ACCENTURE PLC IRELANDSHS CLASS AG1151C10118,11265,614SH SOLE 65,61400
ACTIVISION BLIZZARD INCCOM00507V10934,198367,958SH SOLE 367,95800
ADOBE SYSTEMS INCORPORATEDCOM00724F10118,78039,523SH SOLE 39,52300
ADVANCED DRAIN SYS INC DELCOM00790R10414,675141,861SH SOLE 141,86100
ADVANCED ENERGY INDSCOM00797310018,361168,041SH SOLE 168,04100
ADVANCED MICRO DEVICES INCCOM0079031079,784124,659SH SOLE 124,65900
AGCO CORPCOM001084102148,0561,031,047SH SOLE 1,031,04700
AGILENT TECHNOLOGIES INCCOM00846U10117,762139,797SH SOLE 139,79700
AGNC INVT CORPCOM00123Q10430,3891,815,382SH SOLE 1,815,38200
ALIBABA GROUP HLDG LTDSPONSORED ADS01609W10225,599112,952SH SOLE 112,95200
ALLIANCE DATA SYSTEMS CORPCOM018581108114,2281,018,559SH SOLE 1,018,55900
ALLIANCEBERNSTEIN HLDG L PUNIT LTD PARTN01881G10620,201505,988SH SOLE 505,98800
ALLY FINL INCCOM02005N100205,3454,544,757SH SOLE 4,544,75700
ALPHABET INCCAP STK CL C02079K107388,497187,935SH SOLE 187,93500
ALTICE USA INCCL A02156K1039,922305,144SH SOLE 305,14400
ALTRIA GROUP INCCOM02209S10310,417203,738SH SOLE 203,73800
AMAZON COM INCCOM023135106322,335104,243SH SOLE 104,24300
AMEDISYS INCCOM02343610856,384213,135SH SOLE 213,13500
AMERICAN EXPRESS COCOM025816109133,398943,186SH SOLE 943,18600
AMERICAN TOWER CORP NEWCOM03027X1006,09425,485SH SOLE 25,48500
AMGEN INCCOM03116210011,06844,490SH SOLE 44,49000
ANTHEM INCCOM03675210338,908108,451SH SOLE 108,45100
APPLE INCCOM037833100243,9061,997,557SH SOLE 1,997,55700
APPLIED MATLS INCCOM038222105112,729844,269SH SOLE 844,26900
ARCHER DANIELS MIDLAND COCOM03948310241,747732,884SH SOLE 732,88400
ARROW ELECTRS INCCOM0427351006,59259,536SH SOLE 59,53600
ARTISAN PARTNERS ASSET MGMTCL A04316A10811,703224,519SH SOLE 224,51900
AVERY DENNISON CORPCOM05361110943,245235,413SH SOLE 235,41300
AXON ENTERPRISE INCCOM05464C10128,650201,186SH SOLE 201,18600
AZEK CO INCCL A05478C10531,572751,171SH SOLE 751,17100
BANK NOVA SCOTIA B CCOM0641491075,10081,486SH SOLE 81,48600
BARRICK GOLD CORPCOM06790110816,638841,327SH SOLE 841,32700
BERKSHIRE HATHAWAY INC DELCL B NEW0846707021,2775,000SH SOLE 5,00000
BIO RAD LABS INCCL A09057220747,79283,740SH SOLE 83,74000
BIO-TECHNE CORPCOM09073M10445,799120,059SH SOLE 120,05900
BIOXCEL THERAPEUTICS INCCOM09075P10544,3971,031,864SH SOLE 1,031,86400
BLACKROCK INCCOM09247X10121,85929,007SH SOLE 29,00700
BLACKSTONE GROUP INCCOM09260D10739,682532,745SH SOLE 532,74500
BLACKSTONE MTG TR INCCOM CL A09257W10011,250362,962SH SOLE 362,96200
BLOOMIN BRANDS INCCOM0942351084,008148,169SH SOLE 148,16900
BOOKING HOLDINGS INCCOM09857L10839,47516,947SH SOLE 16,94700
BORR DRILLING LTDSHSG1466R2075,7755,796,510SH SOLE 5,796,51000
BRINKER INTL INCCOM10964110034,488485,563SH SOLE 485,56300
BRISTOL-MYERS SQUIBB COCOM11012210856,102889,412SH SOLE 889,41200
BROADCOM INCCOM11135F101228,975494,105SH SOLE 494,10500
BRP INCCOM SUN VTG05577W20050,435581,510SH SOLE 581,51000
BURLINGTON STORES INCCOM12201710690,388302,229SH SOLE 302,22900
CANADIAN IMP BK COMMCOM1360691019,874100,846SH SOLE 100,84600
CANADIAN PAC RY LTDCOM13645T1007582,000SH SOLE 2,00000
CARRIER GLOBAL CORPORATIONCOM14448C10414,426342,117SH SOLE 342,11700
CATERPILLAR INCCOM149123101127,779550,881SH SOLE 550,88100
CELANESE CORP DELCOM15087010310,23868,389SH SOLE 68,38900
CERNER CORPCOM1567821045,93182,537SH SOLE 82,53700
CHARTER COMMUNICATIONS INC NCL A16119P1082,4664,000SH SOLE 4,00000
CHEGG INCCOM16309210922,001256,953SH SOLE 256,95300
CHURCHILL DOWNS INCCOM171484108137,445604,473SH SOLE 604,47300
CISCO SYS INCCOM17275R102176,2673,411,736SH SOLE 3,411,73600
CIT GROUP INCCOM NEW12558180124,567476,972SH SOLE 476,97200
CITIGROUP INCCOM NEW172967424125,7061,728,876SH SOLE 1,728,87600
CITIZENS FINANCIAL GROUP INCCOM17461010513,575307,658SH SOLE 307,65800
CITRIX SYS INCCOM17737610016,691118,959SH SOLE 118,95900
CLEAN HARBORS INCCOM18449610740,995487,429SH SOLE 487,42900
CNH INDL N VSHSN2094410914,071907,802SH SOLE 907,80200
COCA COLA COCOM19121610050,343955,688SH SOLE 955,68800
COLFAX CORPCOM19401410651,7471,181,137SH SOLE 1,181,13700
COMCAST CORP NEWCL A20030N10114,454267,143SH SOLE 267,14300
CONSTELLATION BRANDS INCCL A21036P10840,145176,197SH SOLE 176,19700
CORNING INCCOM21935010549,2051,131,787SH SOLE 1,131,78700
CROWDSTRIKE HLDGS INCCL A22788C10544,845245,842SH SOLE 245,84200
CROWN HLDGS INCCOM22836810617,000175,275SH SOLE 175,27500
CVS HEALTH CORPCOM12665010021,449285,431SH SOLE 285,43100
D R HORTON INCCOM23331A10925,951291,282SH SOLE 291,28200
DARDEN RESTAURANTS INCCOM23719410536,870259,797SH SOLE 259,79700
DARLING INGREDIENTS INCCOM23726610125,699349,405SH SOLE 349,40500
DELL TECHNOLOGIES INCCL C24703L20215,176172,312SH SOLE 172,31200
DISCOVER FINL SVCSCOM25470910820,523216,137SH SOLE 216,13700
DISNEY WALT COCOM25468710690,496490,665SH SOLE 490,66500
DOW INCCOM26055710323,591369,180SH SOLE 369,18000
DRAFTKINGS INCCOM CL A26142R10427,169443,400SH SOLE 443,40000
EASTMAN CHEM COCOM2774321005,88053,418SH SOLE 53,41800
EBAY INC.COM2786421035,78494,494SH SOLE 94,49400
ELASTIC N VORD SHSN1450610454,682492,157SH SOLE 492,15700
ENVISTA HOLDINGS CORPORATIONCOM29415F10433,732826,559SH SOLE 826,55900
EQUINIX INCCOM29444U70039,97258,847SH SOLE 58,84700
EQUITABLE HLDGS INCCOM29452E101109,4013,355,732SH SOLE 3,355,73200
EVERCORE INCCLASS A29977A1058,93967,877SH SOLE 67,87700
EVERTEC INCCOM30040P10310,259275,521SH SOLE 275,52100
EXPEDIA GROUP INCCOM NEW30212P30317,291100,552SH SOLE 100,55200
EXXON MOBIL CORPCOM30231G10272,2351,294,891SH SOLE 1,294,89100
F5 NETWORKS INCCOM3156161026,58431,563SH SOLE 31,56300
FACEBOOK INCCL A30303M102226,873770,615SH SOLE 770,61500
FEDERATED HERMES INCCL B3142111036,852218,792SH SOLE 218,79200
FERGUSON PLC NEWSHSG3421J10630,726257,154SH SOLE 257,15400
FIDELITY NATL INFORMATION SVCOM31620M10669,647495,740SH SOLE 495,74000
FIRST FNDTN INCCOM32026V1047,814332,956SH SOLE 332,95600
FIVE BELOW INCCOM33829M10145,659239,531SH SOLE 239,53100
FLOOR & DECOR HLDGS INCCL A33975010117,691185,460SH SOLE 185,46000
FORTUNE BRANDS HOME & SEC INCOM34964C10611,415119,146SH SOLE 119,14600
FRANCO NEV CORPCOM35185810525,381202,721SH SOLE 202,72100
FRANKLIN RESOURCES INCCOM35461310139,9251,349,799SH SOLE 1,349,79900
FREEPORT-MCMORAN INCCL B35671D85799,6323,028,305SH SOLE 3,028,30500
FULLER H B COCOM3596941063,66058,207SH SOLE 58,20700
GAP INCCOM36476010817,382583,816SH SOLE 583,81600
GENERAL MTRS COCOM37045V10026,422460,132SH SOLE 460,13200
GILEAD SCIENCES INCCOM3755581039,553147,846SH SOLE 147,84600
GLOBAL PMTS INCCOM37940X10222,854113,406SH SOLE 113,40600
GOLDMAN SACHS GROUP INCCOM38141G1044,51513,806SH SOLE 13,80600
GOOSEHEAD INS INCCOM CL A38267D10925,765240,339SH SOLE 240,33900
GREAT WESTN NATL BK PORTLANDCOM69526310334,696909,849SH SOLE 909,84900
HENRY SCHEIN INCCOM8064071024,79969,327SH SOLE 69,32700
HESS CORPCOM42809H10739,181553,763SH SOLE 553,76300
HEWLETT PACKARD ENTERPRISE CCOM42824C10912,450791,442SH SOLE 791,44200
HOME DEPOT INCCOM43707610217,28756,605SH SOLE 56,60500
HORIZON THERAPEUTICS PUB LSHSG461881011,36714,856SH SOLE 14,85600
HP INCCOM40434L10527,539868,034SH SOLE 868,03400
ILLUMINA INCCOM45232710922,60458,883SH SOLE 58,88300
INFOSYS LTDSPONSORED ADR4567881084,465238,698SH SOLE 238,69800
INTEL CORPCOM45814010022,396350,150SH SOLE 350,15000
INTERPUBLIC GROUP COS INCCOM4606901008,986308,067SH SOLE 308,06700
INTUITIVE SURGICAL INCCOM NEW46120E6026,9139,350SH SOLE 9,35000
IQVIA HLDGS INCCOM46266C10535,937186,155SH SOLE 186,15500
ITT INCCOM45073V10835,171387,078SH SOLE 387,07800
JACOBS ENGR GROUP INCCOM46981410755,984433,282SH SOLE 433,28200
JEFFERIES FINL GROUP INCCOM47233W10921,148702,869SH SOLE 702,86900
JOHNSON & JOHNSONCOM47816010437,776230,037SH SOLE 230,03700
JPMORGAN CHASE & COCOM46625H100148,230973,879SH SOLE 973,87900
KANSAS CITY SOUTHERNCOM NEW48517030217,81067,540SH SOLE 67,54000
KB HOMECOM48666K10925,335545,048SH SOLE 545,04800
KFORCE INCCOM49373210112,184227,871SH SOLE 227,87100
KLA CORPCOM NEW48248010040,810123,563SH SOLE 123,56300
KONTOOR BRANDS INCCOM50050N10324,818511,589SH SOLE 511,58900
KORNIT DIGITAL LTDSHSM6372Q11330,396306,488SH SOLE 306,48800
KRAFT HEINZ COCOM50075410646,0331,151,726SH SOLE 1,151,72600
LAM RESEARCH CORPCOM51280710826,67244,815SH SOLE 44,81500
LAZARD LTDSHS AG5405010210,834248,798SH SOLE 248,79800
LENNAR CORPCL A52605710424,262239,813SH SOLE 239,81300
LEVI STRAUSS & CO NEWCL A COM STK52736R10245,7641,917,474SH SOLE 1,917,47400
LINDE PLCSHSG5494J103101,979364,061SH SOLE 364,06100
LOWES COS INCCOM548661107138,390727,979SH SOLE 727,97900
LPL FINL HLDGS INCCOM50212V10092,802653,156SH SOLE 653,15600
LULULEMON ATHLETICA INCCOM55002110918,54860,487SH SOLE 60,48700
MASTERCARD INCORPORATEDCL A57636Q10462,317174,962SH SOLE 174,96200
MCKESSON CORPCOM58155Q1037,31937,558SH SOLE 37,55800
MERCK & CO. INCCOM58933Y10513,698177,841SH SOLE 177,84100
METLIFE INCCOM59156R108152,0742,503,459SH SOLE 2,503,45900
MICROSOFT CORPCOM594918104146,636622,422SH SOLE 622,42200
MKS INSTRS INCCOM55306N10415,56583,926SH SOLE 83,92600
MORGAN STANLEYCOM NEW61744644866,054851,183SH SOLE 851,18300
MOSAIC CO NEWCOM61945C1037,012221,922SH SOLE 221,92200
MSCI INCCOM55354G10016,03238,261SH SOLE 38,26100
NETFLIX INCCOM64110L10632,54562,421SH SOLE 62,42100
NEXTERA ENERGY INCCOM65339F10169,604921,132SH SOLE 921,13200
NEXTERA ENERGY PARTNERS LPCOM UNIT PART IN65341B106110,4461,516,033SH SOLE 1,516,03300
NOMAD FOODS LTDUSD ORD SHSG6564A10511,308411,950SH SOLE 411,95000
NORFOLK SOUTHN CORPCOM655844108189,174704,766SH SOLE 704,76600
NVIDIA CORPORATIONCOM67066G10452,51398,419SH SOLE 98,41900
NXP SEMICONDUCTORS N VCOMN6596X10936,487181,274SH SOLE 181,27400
OLD DOMINION FREIGHT LINE INCOM6795801005,19021,586SH SOLE 21,58600
OMNICOM GROUP INCCOM6819191068,327112,395SH SOLE 112,39500
ONEMAIN HLDGS INCCOM68268W10323,076429,611SH SOLE 429,61100
OPEN LENDING CORPCOM CL A68373J10446,9061,324,830SH SOLE 1,324,83000
ORACLE CORPCOM68389X10567,350960,486SH SOLE 960,48600
OWENS CORNING NEWCOM6907421014,11844,727SH SOLE 44,72700
PAGSEGURO DIGITAL LTDCOM CL AG6870710112,840277,506SH SOLE 277,50600
PALOMAR HLDGS INCCOM69753M10513,224197,025SH SOLE 197,02500
PAYPAL HLDGS INCCOM70450Y103127,429525,119SH SOLE 525,11900
PERKINELMER INCCOM71404610927,016210,748SH SOLE 210,74800
PETCO HEALTH & WELLNESS CO ICOM71601V1053,473156,834SH SOLE 156,83400
PETROLEO BRASILEIRO SA PETROSPONSORED ADR71654V40810,7211,264,721SH SOLE 1,264,72100
PFIZER INCCOM71708110326,860741,823SH SOLE 741,82300
PHILIP MORRIS INTL INCCOM7181721098,81399,340SH SOLE 99,34000
PING IDENTITY HLDG CORPCOM72341T1032,999136,745SH SOLE 136,74500
PINNACLE FINL PARTNERS INCCOM72346Q10425,792290,744SH SOLE 290,74400
PINTEREST INCCL A72352L10662,215840,598SH SOLE 840,59800
PLANET FITNESS INCCL A72703H10128,686371,290SH SOLE 371,29000
POLARIS INCCOM73106810229,136218,385SH SOLE 218,38500
POOL CORPCOM73278L10543,262125,366SH SOLE 125,36600
PPL CORPCOM69351T1064,880169,458SH SOLE 169,45800
PRICE T ROWE GROUP INCCOM74144T1087,49543,738SH SOLE 43,73800
PRIMERICA INCCOM74164M1085,86339,670SH SOLE 39,67000
PROGRESSIVE CORPCOM74331510348,270505,178SH SOLE 505,17800
PROLOGIS INC.COM74340W10327,631260,917SH SOLE 260,91700
PULTE GROUP INCCOM74586710110,655203,309SH SOLE 203,30900
QUALCOMM INCCOM74752510316,463124,259SH SOLE 124,25900
QUIDEL CORPCOM74838J10116,875132,106SH SOLE 132,10600
REGIONS FINANCIAL CORP NEWCOM7591EP10014,576705,815SH SOLE 705,81500
ROSS STORES INCCOM7782961034,61338,461SH SOLE 38,46100
RYDER SYS INCCOM78354910829,914395,737SH SOLE 395,73700
S&P GLOBAL INCCOM78409V10453,748152,479SH SOLE 152,47900
SAIA INCCOM78709Y10573,292317,796SH SOLE 317,79600
SBA COMMUNICATIONS CORP NEWCL A78410G10415,52855,961SH SOLE 55,96100
SCHWAB CHARLES CORPCOM80851310526,445406,007SH SOLE 406,00700
SCOTTS MIRACLE-GRO COCL A8101861065,29321,614SH SOLE 21,61400
SERVICENOW INCCOM81762P1025,79311,577SH SOLE 11,57700
SHERWIN WILLIAMS COCOM82434810644,95360,903SH SOLE 60,90300
SHIFT4 PMTS INCCL A82452J1099,874120,466SH SOLE 120,46600
SIGNATURE BK NEW YORK N YCOM82669G10486,997384,860SH SOLE 384,86000
SIMON PPTY GROUP INC NEWCOM82880610952,303460,043SH SOLE 460,04300
SKILLZ INCCOM83067L1098,786462,344SH SOLE 462,34400
SMART GLOBAL HLDGS INCSHSG8232Y1017,683166,969SH SOLE 166,96900
SMARTSHEET INCCOM CL A83200N10325,464398,565SH SOLE 398,56500
SPECTRUM BRANDS HLDGS INC NECOM84790A10535,434417,058SH SOLE 417,05800
SPIRIT AEROSYSTEMS HLDGS INCCOM CL A848574109118,7602,441,942SH SOLE 2,441,94200
STANLEY BLACK & DECKER INCCOM85450210155,734279,113SH SOLE 279,11300
STAR BULK CARRIERS CORP.SHS PARY8162K2045,074345,800SH SOLE 345,80000
STELLANTIS N.VSHSN8240510613,559765,495SH SOLE 765,49500
SYNCHRONY FINANCIALCOM87165B103109,8122,702,294SH SOLE 2,702,29400
SYNEOS HEALTH INCCL A87166B10254,195714,464SH SOLE 714,46400
SYSCO CORPCOM87182910728,558362,870SH SOLE 362,87000
TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADS8740391001,44212,203SH SOLE 12,20300
TENABLE HLDGS INCCOM88025T10228,305782,651SH SOLE 782,65100
TERADATA CORP DELCOM88076W1036,530169,263SH SOLE 169,26300
TERMINIX GLOBAL HOLDINGS INCCOM88087E10053,5941,124,973SH SOLE 1,124,97300
TEXAS INSTRS INCCOM8825081047,51939,826SH SOLE 39,82600
TFI INTL INCCOM87241L10934,458461,092SH SOLE 461,09200
THERMO FISHER SCIENTIFIC INCCOM88355610299,161217,272SH SOLE 217,27200
TJX COS INC NEWCOM87254010911,615175,594SH SOLE 175,59400
T-MOBILE US INCCOM87259010483,955670,320SH SOLE 670,32000
TORONTO DOMINION BK ONTCOM NEW8911605097,470114,645SH SOLE 114,64500
TRANE TECHNOLOGIES PLCSHSG8994E103113,086683,005SH SOLE 683,00500
TRANSDIGM GROUP INCCOM89364110092,878158,081SH SOLE 158,08100
TRANSUNIONCOM89400J10731,176346,570SH SOLE 346,57000
TRINSEO S ASHSL9340P10115,422241,963SH SOLE 241,96300
TRITON INTL LTDCL AG9078F10713,426244,293SH SOLE 244,29300
UBER TECHNOLOGIES INCCOM90353T100117,8582,164,017SH SOLE 2,164,01700
UBS GROUP AGSHSH4209710718,4571,187,844SH SOLE 1,187,84400
UNION PAC CORPCOM90781810823,488106,634SH SOLE 106,63400
UNITEDHEALTH GROUP INCCOM91324P10239,204105,330SH SOLE 105,33000
US BANCORP DELCOM NEW90297330413,980252,800SH SOLE 252,80000
VALE S ASPONSORED ADS91912E1057,940456,849SH SOLE 456,84900
VALMONT INDS INCCOM92025310133,715141,875SH SOLE 141,87500
VERTEX PHARMACEUTICALS INCCOM92532F10029,218135,979SH SOLE 135,97900
VISA INCCOM CL A92826C83984,345397,730SH SOLE 397,73000
VONAGE HLDGS CORPCOM92886T20126,4932,241,780SH SOLE 2,241,78000
WESCO INTL INCCOM95082P10547,015543,547SH SOLE 543,54700
WESTERN ALLIANCE BANCORPCOM95763810931,150329,129SH SOLE 329,12900
WESTERN DIGITAL CORP.COM95810210579,5671,193,203SH SOLE 1,193,20300
WEX INCCOM96208T104119,201569,947SH SOLE 569,94700
WILLSCOT MOBIL MINI HLDNG COCOM CL A97137810417,163618,645SH SOLE 618,64500
WINGSTOP INCCOM97415510311,48290,263SH SOLE 90,26300
WORKDAY INCCL A98138H10131,303126,061SH SOLE 126,06100
YAMANA GOLD INCCOM98462Y10027,4356,324,435SH SOLE 6,324,43500
ZENDESK INCCOM98936J1016,09946,000SH SOLE 46,00000
ZOETIS INCCL A98978V10341,895266,054SH SOLE 266,05400