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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBVIE INC COM 00287Y109 50,533 375,908 SH   SOLE   375,908 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 24,013 93,246 SH   SOLE   93,246 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 68,115 547,395 SH   SOLE   547,395 0 0
ADVANCED MICRO DEVICES INC COM 007903107 9,717 153,343 SH   SOLE   153,343 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 26,302 216,066 SH   SOLE   216,066 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 14,378 102,457 SH   SOLE   102,457 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 3,604 45,000 SH   SOLE   45,000 0 0
ALPHABET INC CAP STK CL C 02079K107 193,523 2,011,995 SH   SOLE   2,011,995 0 0
ALPHABET INC CAP STK CL A 02079K305 62,122 649,306 SH   SOLE   649,306 0 0
ALTRIA GROUP INC COM 02209S103 8,375 207,280 SH   SOLE   207,280 0 0
AMAZON COM INC COM 023135106 185,204 1,638,080 SH   SOLE   1,638,080 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 2,307 48,559 SH   SOLE   48,559 0 0
APPLE INC COM 037833100 186,207 1,347,630 SH   SOLE   1,347,630 0 0
ARAMARK COM 03852U106 22,740 728,555 SH   SOLE   728,555 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 97,130 1,205,858 SH   SOLE   1,205,858 0 0
ASSURANT INC COM 04621X108 40,602 279,280 SH   SOLE   279,280 0 0
AUTODESK INC COM 052769106 68,662 367,428 SH   SOLE   367,428 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 6,730 29,742 SH   SOLE   29,742 0 0
AVALONBAY CMNTYS INC COM 053484101 62,075 336,890 SH   SOLE   336,890 0 0
AVERY DENNISON CORP COM 053611109 33,096 203,326 SH   SOLE   203,326 0 0
AXON ENTERPRISE INC COM 05464C101 42,421 366,238 SH   SOLE   366,238 0 0
BANK MONTREAL QUE COM 063671101 2,363 26,802 SH   SOLE   26,802 0 0
BARRICK GOLD CORP COM 067901108 15,631 1,008,754 SH   SOLE   1,008,754 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 15,711 58,792 SH   SOLE   58,792 0 0
BIO RAD LABS INC CL A 090572207 81,270 194,607 SH   SOLE   194,607 0 0
BIOGEN INC COM 09062X103 5,629 21,074 SH   SOLE   21,074 0 0
BIO-TECHNE CORP COM 09073M104 35,467 124,792 SH   SOLE   124,792 0 0
BIOXCEL THERAPEUTICS INC COM 09075P105 16,260 1,374,496 SH   SOLE   1,374,496 0 0
BK OF AMERICA CORP COM 060505104 8,551 282,933 SH   SOLE   282,933 0 0
BLACKSTONE MTG TR INC COM CL A 09257W100 40,776 1,746,353 SH   SOLE   1,746,353 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 20,054 217,134 SH   SOLE   217,134 0 0
BOX INC CL A 10316T104 5,596 229,357 SH   SOLE   229,357 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 142,177 1,998,961 SH   SOLE   1,998,961 0 0
BROADCOM INC COM 11135F101 69,905 157,407 SH   SOLE   157,407 0 0
BUNGE LIMITED COM G16962105 40,871 494,613 SH   SOLE   494,613 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 4,876 50,618 SH   SOLE   50,618 0 0
CAMECO CORP COM 13321L108 22,726 856,309 SH   SOLE   856,309 0 0
CANADIAN IMPERIAL BK COMM TO COM 136069101 2,477 56,263 SH   SOLE   56,263 0 0
CANADIAN NATL RY CO COM 136375102 2,400 22,067 SH   SOLE   22,067 0 0
CANADIAN PAC RY LTD COM 13645T100 8,682 130,000 SH   SOLE   130,000 0 0
CAZOO GROUP LTD COM G2007L105 650 1,410,960 SH   SOLE   1,410,960 0 0
CHARGEPOINT HOLDINGS INC COM CL A 15961R105 737 49,927 SH   SOLE   49,927 0 0
CHEGG INC COM 163092109 614 29,146 SH   SOLE   29,146 0 0
CHENIERE ENERGY INC COM NEW 16411R208 24,187 145,630 SH   SOLE   145,630 0 0
CHEVRON CORP NEW COM 166764100 5,616 39,033 SH   SOLE   39,033 0 0
CHUBB LIMITED COM H1467J104 5,860 32,166 SH   SOLE   32,166 0 0
CHURCHILL DOWNS INC COM 171484108 34,555 187,620 SH   SOLE   187,620 0 0
CIENA CORP COM NEW 171779309 26,198 648,125 SH   SOLE   648,125 0 0
CIGNA CORP NEW COM 125523100 156,701 564,211 SH   SOLE   564,211 0 0
CISCO SYS INC COM 17275R102 123,956 3,097,212 SH   SOLE   3,097,212 0 0
CLEAN HARBORS INC COM 184496107 150,316 1,364,963 SH   SOLE   1,364,963 0 0
COCA COLA CO COM 191216100 178,574 3,184,963 SH   SOLE   3,184,963 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 387 6,000 SH   SOLE   6,000 0 0
COLGATE PALMOLIVE CO COM 194162103 65,625 933,560 SH   SOLE   933,560 0 0
COMERICA INC COM 200340107 5,891 82,831 SH   SOLE   82,831 0 0
CONOCOPHILLIPS COM 20825C104 99,937 975,735 SH   SOLE   975,735 0 0
CONSTELLATION ENERGY CORP COM 21037T109 170,196 2,029,767 SH   SOLE   2,029,767 0 0
COPART INC COM 217204106 6,085 57,209 SH   SOLE   57,209 0 0
CORE & MAIN INC CL A 21874C102 2,930 128,841 SH   SOLE   128,841 0 0
COSTCO WHSL CORP NEW COM 22160K105 83,563 176,895 SH   SOLE   176,895 0 0
COURSERA INC COM 22266M104 446 41,322 SH   SOLE   41,322 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 22,582 136,997 SH   SOLE   136,997 0 0
CSX CORP COM 126408103 5,796 217,500 SH   SOLE   217,500 0 0
CVS HEALTH CORP COM 126650100 49,364 517,110 SH   SOLE   517,110 0 0
DARLING INGREDIENTS INC COM 237266101 132,390 1,998,814 SH   SOLE   1,998,814 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 33,251 1,184,163 SH   SOLE   1,184,163 0 0
DEXCOM INC COM 252131107 889 11,032 SH   SOLE   11,032 0 0
DOLLAR TREE INC COM 256746108 17,219 126,521 SH   SOLE   126,521 0 0
EAST WEST BANCORP INC COM 27579R104 8,391 124,994 SH   SOLE   124,994 0 0
ELEVANCE HEALTH INC COM 036752103 179,551 394,636 SH   SOLE   394,636 0 0
ENERGY RECOVERY INC COM 29270J100 818 37,614 SH   SOLE   37,614 0 0
ENVISTA HOLDINGS CORPORATION COM 29415F104 64,193 1,956,544 SH   SOLE   1,956,544 0 0
EOG RES INC COM 26875P101 26,668 238,655 SH   SOLE   238,655 0 0
EQUIFAX INC COM 294429105 13,128 76,541 SH   SOLE   76,541 0 0
EQUINIX INC COM 29444U700 20,292 35,661 SH   SOLE   35,661 0 0
EQUITABLE HLDGS INC COM 29452E101 34,416 1,306,202 SH   SOLE   1,306,202 0 0
EVERBRIDGE INC COM 29978A104 464 15,029 SH   SOLE   15,029 0 0
EXPEDIA GROUP INC COM NEW 30212P303 218 2,323 SH   SOLE   2,323 0 0
EXXON MOBIL CORP COM 30231G102 50,994 583,119 SH   SOLE   583,119 0 0
FIRST COMWLTH FINL CORP PA COM 319829107 6,224 484,256 SH   SOLE   484,256 0 0
FIRST INDL RLTY TR INC COM 32054K103 38,373 855,704 SH   SOLE   855,704 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 87,012 666,173 SH   SOLE   666,173 0 0
FISERV INC COM 337738108 26,751 285,826 SH   SOLE   285,826 0 0
FLUOR CORP NEW COM 343412102 16,366 657,029 SH   SOLE   657,029 0 0
FORTINET INC COM 34959E109 7,162 145,736 SH   SOLE   145,736 0 0
FREEPORT-MCMORAN INC CL B 35671D857 22,951 838,956 SH   SOLE   838,956 0 0
FRESHWORKS INC CLASS A COM 358054104 9,349 720,211 SH   SOLE   720,211 0 0
FULTON FINL CORP PA COM 360271100 6,877 435,298 SH   SOLE   435,298 0 0
GARTNER INC COM 366651107 26,404 95,325 SH   SOLE   95,325 0 0
GENERAL DYNAMICS CORP COM 369550108 6,465 30,411 SH   SOLE   30,411 0 0
GILEAD SCIENCES INC COM 375558103 7,268 117,777 SH   SOLE   117,777 0 0
GUARDANT HEALTH INC COM 40131M109 3,249 60,397 SH   SOLE   60,397 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101 12,790 364,948 SH   SOLE   364,948 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 10,705 172,440 SH   SOLE   172,440 0 0
HENRY JACK & ASSOC INC COM 426281101 2,446 13,416 SH   SOLE   13,416 0 0
HERSHEY CO COM 427866108 6,661 30,193 SH   SOLE   30,193 0 0
HESS CORP COM 42809H107 89,885 824,518 SH   SOLE   824,518 0 0
HOSTESS BRANDS INC CL A 44109J106 47,164 2,028,352 SH   SOLE   2,028,352 0 0
HUB GROUP INC CL A 443320106 5,590 81,082 SH   SOLE   81,082 0 0
HUMANA INC COM 444859102 38,960 80,273 SH   SOLE   80,273 0 0
ICON PLC SHS G4705A100 8,687 47,263 SH   SOLE   47,263 0 0
INFOSYS LTD SPONSORED ADR 456788108 920 54,143 SH   SOLE   54,143 0 0
INSULET CORP COM 45784P101 1,943 8,471 SH   SOLE   8,471 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 112,881 1,247,918 SH   SOLE   1,247,918 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 33,031 277,859 SH   SOLE   277,859 0 0
INTERNATIONAL MNY EXPRESS IN COM 46005L101 6,909 302,854 SH   SOLE   302,854 0 0
INTUIT COM 461202103 61,515 158,780 SH   SOLE   158,780 0 0
IQVIA HLDGS INC COM 46266C105 86,882 479,452 SH   SOLE   479,452 0 0
JACOBS SOLUTIONS INC COM 46982L108 74,803 601,116 SH   SOLE   601,116 0 0
JUNIPER NETWORKS INC COM 48203R104 289 11,060 SH   SOLE   11,060 0 0
KILROY RLTY CORP COM 49427F108 25,755 611,064 SH   SOLE   611,064 0 0
KINDER MORGAN INC DEL COM 49456B101 13,701 822,971 SH   SOLE   822,971 0 0
KORNIT DIGITAL LTD SHS M6372Q113 531 19,957 SH   SOLE   19,957 0 0
KRAFT HEINZ CO COM 500754106 138,002 4,138,295 SH   SOLE   4,138,295 0 0
KROGER CO COM 501044101 7,076 161,690 SH   SOLE   161,690 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 14,939 71,839 SH   SOLE   71,839 0 0
LAUDER ESTEE COS INC CL A 518439104 15,988 73,909 SH   SOLE   73,909 0 0
LINCOLN ELEC HLDGS INC COM 533900106 2,399 19,083 SH   SOLE   19,083 0 0
LINDE PLC SHS G5494J103 144,705 536,575 SH   SOLE   536,575 0 0
LOWES COS INC COM 548661107 13,506 71,863 SH   SOLE   71,863 0 0
LPL FINL HLDGS INC COM 50212V100 96,108 440,058 SH   SOLE   440,058 0 0
M & T BK CORP COM 55261F104 6,505 36,847 SH   SOLE   36,847 0 0
MARAVAI LIFESCIENCES HLDGS I COM CL A 56600D107 63,262 2,476,728 SH   SOLE   2,476,728 0 0
MARQETA INC CLASS A COM 57142B104 19,997 2,806,447 SH   SOLE   2,806,447 0 0
MARSH & MCLENNAN COS INC COM 571748102 34,414 230,217 SH   SOLE   230,217 0 0
MASTERCARD INCORPORATED CL A 57636Q104 54,322 190,722 SH   SOLE   190,722 0 0
MCKESSON CORP COM 58155Q103 105,565 310,177 SH   SOLE   310,177 0 0
MERCK & CO INC COM 58933Y105 47,218 547,780 SH   SOLE   547,780 0 0
META PLATFORMS INC CL A 30303M102 73,755 543,460 SH   SOLE   543,460 0 0
METLIFE INC COM 59156R108 10,179 167,307 SH   SOLE   167,307 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 14,520 13,377 SH   SOLE   13,377 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 6,630 108,563 SH   SOLE   108,563 0 0
MICRON TECHNOLOGY INC COM 595112103 13,236 264,114 SH   SOLE   264,114 0 0
MICROSOFT CORP COM 594918104 388,162 1,463,491 SH   SOLE   1,463,491 0 0
MICROSOFT CORP COM 594918104 663 2,500 SH Put SOLE   2,500 0 0
MKS INSTRS INC COM 55306N104 30,349 367,549 SH   SOLE   367,549 0 0
MOLSON COORS BEVERAGE CO CL B 60871R209 48,539 1,010,098 SH   SOLE   1,010,098 0 0
MONTROSE ENVIRONMENTAL GROUP COM 615111101 1,301 38,645 SH   SOLE   38,645 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 20,857 92,961 SH   SOLE   92,961 0 0
NASDAQ INC COM 631103108 62,451 1,101,364 SH   SOLE   1,101,364 0 0
NATERA INC COM 632307104 15,696 358,613 SH   SOLE   358,613 0 0
NEXTERA ENERGY INC COM 65339F101 111,206 1,416,245 SH   SOLE   1,416,245 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 71,343 986,761 SH   SOLE   986,761 0 0
NORFOLK SOUTHN CORP COM 655844108 84,047 400,514 SH   SOLE   400,514 0 0
NORTHROP GRUMMAN CORP COM 666807102 429 910 SH   SOLE   910 0 0
NUTRIEN LTD COM 67077M108 47,057 563,795 SH   SOLE   563,795 0 0
NXP SEMICONDUCTORS N V COM N6596X109 4,740 32,123 SH   SOLE   32,123 0 0
OLAPLEX HLDGS INC COM 679369108 3,263 342,649 SH   SOLE   342,649 0 0
ORACLE CORP COM 68389X105 63,303 1,035,834 SH   SOLE   1,035,834 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 15,051 21,392 SH   SOLE   21,392 0 0
OVINTIV INC COM 69047Q102 81,014 1,762,404 SH   SOLE   1,762,404 0 0
OWENS & MINOR INC NEW COM 690732102 27,221 1,128,923 SH   SOLE   1,128,923 0 0
PACCAR INC COM 693718108 68,473 817,878 SH   SOLE   817,878 0 0
PENUMBRA INC COM 70975L107 1,196 6,308 SH   SOLE   6,308 0 0
PEPSICO INC COM 713448108 2,444 14,964 SH   SOLE   14,964 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 18,500 430,337 SH   SOLE   430,337 0 0
PERKINELMER INC COM 714046109 23,759 197,197 SH   SOLE   197,197 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 40,302 3,262,730 SH   SOLE   3,262,730 0 0
PFIZER INC COM 717081103 126,099 2,876,478 SH   SOLE   2,876,478 0 0
PG&E CORP COM 69331C108 200,957 16,113,803 SH   SOLE   16,113,803 0 0
PHILIP MORRIS INTL INC COM 718172109 7,609 91,560 SH   SOLE   91,560 0 0
PHILLIPS 66 COM 718546104 36,091 446,790 SH   SOLE   446,790 0 0
PINNACLE FINL PARTNERS INC COM 72346Q104 83,081 1,023,834 SH   SOLE   1,023,834 0 0
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 3,919 372,137 SH   SOLE   372,137 0 0
PLANET FITNESS INC CL A 72703H101 53,499 927,644 SH   SOLE   927,644 0 0
PNC FINL SVCS GROUP INC COM 693475105 14,138 94,519 SH   SOLE   94,519 0 0
POOL CORP COM 73278L105 120,547 378,648 SH   SOLE   378,648 0 0
POPULAR INC COM NEW 733174700 8,843 122,623 SH   SOLE   122,623 0 0
POWERSCHOOL HOLDINGS INC COM CL A 73939C106 1,219 73,046 SH   SOLE   73,046 0 0
PPL CORP COM 69351T106 23,076 909,240 SH   SOLE   909,240 0 0
PRINCIPAL FINANCIAL GROUP IN COM 74251V102 6,150 85,239 SH   SOLE   85,239 0 0
PROCTER AND GAMBLE CO COM 742718109 28,115 222,452 SH   SOLE   222,452 0 0
PROLOGIS INC. COM 74340W103 29,470 271,364 SH   SOLE   271,364 0 0
QUALYS INC COM 74758T303 28,102 201,676 SH   SOLE   201,676 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 17,891 218,311 SH   SOLE   218,311 0 0
REINSURANCE GRP OF AMERICA I COM NEW 759351604 5,552 44,117 SH   SOLE   44,117 0 0
S&P GLOBAL INC COM 78409V104 5,201 17,000 SH   SOLE   17,000 0 0
SAIA INC COM 78709Y105 71,594 376,582 SH   SOLE   376,582 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 91,722 322,002 SH   SOLE   322,002 0 0
SCHLUMBERGER LTD COM STK 806857108 21,383 595,484 SH   SOLE   595,484 0 0
SHOPIFY INC CL A 82509L107 900 33,387 SH   SOLE   33,387 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 16,890 111,810 SH   SOLE   111,810 0 0
SIMON PPTY GROUP INC NEW COM 828806109 16,994 189,263 SH   SOLE   189,263 0 0
SK TELECOM LTD SPONSORED ADR 78440P306 2,547 132,364 SH   SOLE   132,364 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 1,863 8,046 SH   SOLE   8,046 0 0
SPARTANNASH CO COM 847215100 2,970 102,305 SH   SOLE   102,305 0 0
SPROUTS FMRS MKT INC COM 85208M102 6,852 246,842 SH   SOLE   246,842 0 0
STAAR SURGICAL CO COM PAR $0.01 852312305 1,146 16,239 SH   SOLE   16,239 0 0
STAR BULK CARRIERS CORP. SHS PAR Y8162K204 1,878 107,396 SH   SOLE   107,396 0 0
STELLANTIS N.V SHS N82405106 11,380 946,193 SH   SOLE   946,193 0 0
SUMO LOGIC INC COM 86646P103 24,306 3,242,437 SH   SOLE   3,242,437 0 0
SVB FINANCIAL GROUP COM 78486Q101 40,888 121,709 SH   SOLE   121,709 0 0
SYNEOS HEALTH INC CL A 87166B102 25,275 535,823 SH   SOLE   535,823 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 2,365 34,420 SH   SOLE   34,420 0 0
TENABLE HLDGS INC COM 88025T102 16,858 484,379 SH   SOLE   484,379 0 0
TERADATA CORP DEL COM 88076W103 13,418 431,233 SH   SOLE   431,233 0 0
TERADYNE INC COM 880770102 931 12,391 SH   SOLE   12,391 0 0
TESLA INC COM 88160R101 1,958 7,381 SH   SOLE   7,381 0 0
TETRA TECH INC NEW COM 88162G103 2,058 16,011 SH   SOLE   16,011 0 0
TEXAS INSTRS INC COM 882508104 4,776 30,852 SH   SOLE   30,852 0 0
TFI INTL INC COM 87241L109 18,761 207,302 SH   SOLE   207,302 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 121,632 239,634 SH   SOLE   239,634 0 0
T-MOBILE US INC COM 872590104 135,788 1,011,790 SH   SOLE   1,011,790 0 0
TORONTO DOMINION BK ONT COM NEW 891160509 7,166 116,273 SH   SOLE   116,273 0 0
TRIMBLE INC COM 896239100 18,736 345,096 SH   SOLE   345,096 0 0
TRINET GROUP INC COM 896288107 5,381 75,479 SH   SOLE   75,479 0 0
TTM TECHNOLOGIES INC COM 87305R109 4,608 349,436 SH   SOLE   349,436 0 0
UNIFIRST CORP MASS COM 904708104 204 1,212 SH   SOLE   1,212 0 0
UNION PAC CORP COM 907818108 29,778 152,729 SH   SOLE   152,729 0 0
UNITEDHEALTH GROUP INC COM 91324P102 19,934 39,400 SH   SOLE   39,400 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 1,039 11,016 SH   SOLE   11,016 0 0
UNUM GROUP COM 91529Y106 10,240 263,492 SH   SOLE   263,492 0 0
USERTESTING INC COM 91734E101 10,167 2,596,365 SH   SOLE   2,596,365 0 0
VALMONT INDS INC COM 920253101 90,087 334,682 SH   SOLE   334,682 0 0
VEEVA SYS INC CL A COM 922475108 928 5,630 SH   SOLE   5,630 0 0
VERACYTE INC COM 92337F107 315 18,991 SH   SOLE   18,991 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 14,101 371,104 SH   SOLE   371,104 0 0
VICTORIAS SECRET AND CO COMMON STOCK 926400102 12,219 419,696 SH   SOLE   419,696 0 0
VISA INC COM CL A 92826C839 78,391 440,902 SH   SOLE   440,902 0 0
WASHINGTON FED INC COM 938824109 4,137 137,864 SH   SOLE   137,864 0 0
WASTE CONNECTIONS INC COM 94106B101 12,552 92,878 SH   SOLE   92,878 0 0
WELLS FARGO CO NEW COM 949746101 42,237 1,048,917 SH   SOLE   1,048,917 0 0
WESTERN ALLIANCE BANCORP COM 957638109 33,227 505,557 SH   SOLE   505,557 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104 43,645 1,526,052 SH   SOLE   1,526,052 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103 127,012 631,805 SH   SOLE   631,805 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 96,359 2,389,532 SH   SOLE   2,389,532 0 0
ZOETIS INC CL A 98978V103 76,873 518,044 SH   SOLE   518,044 0 0