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
MORGAN STANLEY COM 617446448 US6174464486 208,188 2,211 SH   SOLE   2,211 0 0
CHARTER COM 16119P108 US16119P1084 242,385 834 SH   SOLE   834 0 0
VULCAN MATLS CO COM 929160109 US9291601097 245,628 900 SH   SOLE   900 0 0
ZSCALER INC COM 98980G102 US98980G1022 288,945 1,500 SH   SOLE   1,500 0 0
CATALENT INC COM 148806102 US1488061029 310,475 5,500 SH   SOLE   5,500 0 0
CHURCH & DWIGHT CO INC COM 171340102 US1713401024 427,671 4,100 SH   SOLE   4,100 0 0
CARMAX INC COM 143130102 US1431301027 513,949 5,900 SH   SOLE   5,900 0 0
CORNING INC COM 219350105 US2193501051 622,944 18,900 SH   SOLE   18,900 0 0
SOUTHERN CO COM 842587107 US8425871071 781,966 10,900 SH   SOLE   10,900 0 0
KKR & CO INC COM 48251W104 US48251W1045 1,046,032 10,400 SH   SOLE   10,400 0 0
PRUDENTIAL FINL INC COM 744320102 US7443201022 1,080,080 9,200 SH   SOLE   9,200 0 0
US BANCORP DEL COM 902973304 US9029733048 1,157,730 25,900 SH   SOLE   25,900 0 0
ROLLINS INC COM 775711104 US7757111049 1,177,572 25,450 SH   SOLE   25,450 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103 US42250P1030 1,246,875 66,500 SH   SOLE   66,500 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 US49338L1035 1,344,868 8,600 SH   SOLE   8,600 0 0
DANAHER CORPORATION COM 235851102 US2358511028 1,398,432 5,600 SH   SOLE   5,600 0 0
FOX CORP CL B COM 35137L204 US35137L2043 1,459,620 51,000 SH   SOLE   51,000 0 0
SIRIUS XM HOLDINGS INC COM 82968B103 US82968B1035 1,521,670 392,183 SH   SOLE   392,183 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100 US12769G1004 1,539,648 35,200 SH   SOLE   35,200 0 0
ANNALY CAPITAL MANAGEMENT IN COM 035710839 US0357108390 1,560,432 79,250 SH   SOLE   79,250 0 0
DOVER CORP COM 260003108 US2600031080 1,576,991 8,900 SH   SOLE   8,900 0 0
CME GROUP INC COM 12572Q105 US12572Q1058 1,700,791 7,900 SH   SOLE   7,900 0 0
PRINCIPAL FINANCIAL GROUP IN COM 74251V102 US74251V1026 1,786,617 20,700 SH   SOLE   20,700 0 0
VERALTO CORP COM 92338C103 US92338C1036 1,808,664 20,400 SH   SOLE   20,400 0 0
JUNIPER NETWORKS INC COM 48203R104 US48203R1041 1,871,530 50,500 SH   SOLE   50,500 0 0
DIGITAL RLTY TR INC COM 253868103 US2538681030 1,944,540 13,500 SH   SOLE   13,500 0 0
COREBRIDGE FINL INC COM 21871X109 US21871X1090 1,988,087 69,199 SH   SOLE   69,199 0 0
OKTA INC CL A 679295105 US6792951054 2,019,166 19,300 SH   SOLE   19,300 0 0
WESTROCK CO COM 96145D105 US96145D1054 2,057,120 41,600 SH   SOLE   41,600 0 0
AMERICAN FINL GROUP INC OHIO COM 025932104 US0259321042 2,088,144 15,300 SH   SOLE   15,300 0 0
FIRSTENERGY CORP COM 337932107 US3379321074 2,216,788 57,400 SH   SOLE   57,400 0 0
ARES MANAGEMENT CORPORATION CL A COM 03990B101 US03990B1017 2,234,064 16,800 SH   SOLE   16,800 0 0
HOLOGIC INC COM 436440101 US4364401012 2,292,024 29,400 SH   SOLE   29,400 0 0
STARBUCKS CORP COM 855244109 US8552441094 2,348,723 25,700 SH   SOLE   25,700 0 0
ALIGN TECHNOLOGY INC COM 016255101 US0162551016 2,361,024 7,200 SH   SOLE   7,200 0 0
BANK AMERICA CORP COM 060505104 US0605051046 2,377,584 62,700 SH   SOLE   62,700 0 0
MONGODB INC CL A 60937P106 US60937P1066 2,402,888 6,700 SH   SOLE   6,700 0 0
SUN CMNTYS INC COM 866674104 US8666741041 2,468,736 19,200 SH   SOLE   19,200 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 US14448C1045 2,474,129 42,562 SH   SOLE   42,562 0 0
ENTEGRIS INC COM 29362U104 US29362U1043 2,614,044 18,600 SH   SOLE   18,600 0 0
GALLAGHER ARTHUR J & CO COM 363576109 US3635761097 2,650,424 10,600 SH   SOLE   10,600 0 0
CARLYLE GROUP INC COM 14316J108 US14316J1088 2,730,490 58,207 SH   SOLE   58,207 0 0
BIO RAD LABS INC CL A 090572207 US0905722072 2,801,547 8,100 SH   SOLE   8,100 0 0
BLOCK INC CL A 852234103 US8522341036 2,808,056 33,200 SH   SOLE   33,200 0 0
GRACO INC COM 384109104 US3841091040 2,859,876 30,600 SH   SOLE   30,600 0 0
SAMSARA INC COM 79589L106 US79589L1061 2,872,040 76,000 SH   SOLE   76,000 0 0
ENPHASE ENERGY INC COM 29355A107 US29355A1079 2,934,733 24,258 SH   SOLE   24,258 0 0
WP CAREY INC COM 92936U109 US92936U1097 2,960,278 52,450 SH   SOLE   52,450 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 US69608A1088 2,968,290 129,000 SH   SOLE   129,000 0 0
DATADOG INC CL A COM 23804L103 US23804L1035 2,991,120 24,200 SH   SOLE   24,200 0 0
WARNER BROS DISCOVERY INC COM 934423104 US9344231041 3,032,409 347,355 SH   SOLE   347,355 0 0
CHARLES RIV LABS INTL INC COM 159864107 US1598641074 3,034,640 11,200 SH   SOLE   11,200 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 US5380341090 3,115,773 29,458 SH   SOLE   29,458 0 0
HERSHEY CO COM 427866108 US4278661081 3,131,450 16,100 SH   SOLE   16,100 0 0
FACTSET RESH SYS INC COM 303075105 US3030751057 3,135,291 6,900 SH   SOLE   6,900 0 0
HOWMET AEROSPACE INC COM 443201108 US4432011082 3,161,466 46,200 SH   SOLE   46,200 0 0
NIKE INC CL B 654106103 US6541061031 3,279,902 34,900 SH   SOLE   34,900 0 0
EXELON CORP COM 30161N101 US30161N1019 3,317,431 88,300 SH   SOLE   88,300 0 0
LEAR CORP COM 521865204 US5218652049 3,332,240 23,000 SH   SOLE   23,000 0 0
GLOBAL PMTS INC COM 37940X102 US37940X1028 3,408,330 25,500 SH   SOLE   25,500 0 0
TRANSUNION COM 89400J107 US89400J1079 3,479,280 43,600 SH   SOLE   43,600 0 0
COPART INC COM 217204106 US2172041061 3,480,992 60,100 SH   SOLE   60,100 0 0
U HAUL HOLDING COM 023586506 US0235865062 3,487,364 52,300 SH   SOLE   52,300 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 US28176E1082 3,545,276 37,100 SH   SOLE   37,100 0 0
KEYCORP COM 493267108 US4932671088 3,658,434 231,400 SH   SOLE   231,400 0 0
MARKETAXESS HLDGS INC COM 57060D108 US57060D1081 3,727,250 17,000 SH   SOLE   17,000 0 0
HYATT HOTELS CORP COM 448579102 US4485791028 3,736,066 23,406 SH   SOLE   23,406 0 0
GENERAL MLS INC COM 370334104 US3703341046 3,750,392 53,600 SH   SOLE   53,600 0 0
AMERICAN INTL GROUP INC COM 026874784 US0268747849 3,791,245 48,500 SH   SOLE   48,500 0 0
HENRY JACK & ASSOC INC COM 426281101 US4262811015 3,891,552 22,400 SH   SOLE   22,400 0 0
STEEL DYNAMICS INC COM 858119100 US8581191009 3,942,918 26,600 SH   SOLE   26,600 0 0
POOL CORP COM 73278L105 US73278L1052 3,994,650 9,900 SH   SOLE   9,900 0 0
PAYPAL HLDGS INC COM 70450Y103 US70450Y1038 4,030,721 60,169 SH   SOLE   60,169 0 0
VERTIV HOLDINGS CO COM 92537N108 US92537N1081 4,058,999 49,700 SH   SOLE   49,700 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 US98954M2008 4,102,398 84,100 SH   SOLE   84,100 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 US0394831020 4,139,179 65,900 SH   SOLE   65,900 0 0
NASDAQ INC COM 631103108 US6311031081 4,303,420 68,200 SH   SOLE   68,200 0 0
BIOGEN INC COM 09062X103 US09062X1037 4,485,104 20,800 SH   SOLE   20,800 0 0
STATE STR CORP COM 857477103 US8574771031 4,538,684 58,700 SH   SOLE   58,700 0 0
FOX CORP CL A COM 35137L105 US35137L1052 4,571,674 146,200 SH   SOLE   146,200 0 0
SNAP INC CL A 83304A106 US83304A1060 4,572,484 398,300 SH   SOLE   398,300 0 0
CELSIUS HLDGS INC COM 15118V207 US15118V2079 4,610,352 55,600 SH   SOLE   55,600 0 0
STANLEY BLACK & DECKER INC COM 854502101 US8545021011 4,651,675 47,500 SH   SOLE   47,500 0 0
HUBSPOT INC COM 443573100 US4435731009 4,699,200 7,500 SH   SOLE   7,500 0 0
BLACKROCK INC COM 09247X101 US09247X1019 4,752,090 5,700 SH   SOLE   5,700 0 0
PFIZER INC COM 717081103 US7170811035 4,775,775 172,100 SH   SOLE   172,100 0 0
AE COM 00766T100 US00766T1007 4,815,728 49,100 SH   SOLE   49,100 0 0
MARRIOTT INTL INC NEW CL A 571903202 US5719032022 4,846,118 19,207 SH   SOLE   19,207 0 0
FIFTH THIRD BANCORP COM 316773100 US3167731005 5,041,955 135,500 SH   SOLE   135,500 0 0
UIPATH INC CL A 90364P105 US90364P1057 5,055,410 223,000 SH   SOLE   223,000 0 0
AIRBNB INC COM 009066101 US0090661010 5,097,264 30,900 SH   SOLE   30,900 0 0
MCDONALDS CORP COM 580135101 US5801351017 5,131,490 18,200 SH   SOLE   18,200 0 0
BURLINGTON STORES INC COM 122017106 US1220171060 5,247,494 22,600 SH   SOLE   22,600 0 0
MARKEL GROUP INC COM 570535104 US5705351048 5,340,395 3,510 SH   SOLE   3,510 0 0
C H ROBINSON WORLDWIDE INC COM 12541W209 US12541W2098 5,466,852 71,800 SH   SOLE   71,800 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 US02665T3068 5,557,458 151,100 SH   SOLE   151,100 0 0
BANK NEW YORK MELLON CORP COM 064058100 US0640581007 5,640,998 97,900 SH   SOLE   97,900 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 US6795801009 5,658,198 25,800 SH   SOLE   25,800 0 0
VENTAS INC COM 92276F100 US92276F1003 5,677,616 130,400 SH   SOLE   130,400 0 0
MOLSON COORS BEVERAGE CO CL B 60871R209 US60871R2094 5,749,875 85,500 SH   SOLE   85,500 0 0
HUNTINGTON BANCSHARES INC COM 446150104 US4461501045 5,761,350 413,000 SH   SOLE   413,000 0 0
LKQ CORP COM 501889208 US5018892084 5,880,441 110,100 SH   SOLE   110,100 0 0
PARKER-HANNIFIN CORP COM 701094104 US7010941042 5,891,374 10,600 SH   SOLE   10,600 0 0
BEST BUY INC COM 086516101 US0865161014 5,964,647 72,713 SH   SOLE   72,713 0 0
ENTERGY CORP NEW COM 29364G103 US29364G1031 5,981,488 56,600 SH   SOLE   56,600 0 0
GENUINE PARTS CO COM 372460105 US3724601055 5,995,791 38,700 SH   SOLE   38,700 0 0
RAYMOND JAMES FINL INC COM 754730109 US7547301090 6,061,424 47,200 SH   SOLE   47,200 0 0
LABORATORY CORP AMER HLDGS COM 50540R409 US50540R4092 6,095,034 27,900 SH   SOLE   27,900 0 0
CDW CORP COM 12514G108 US12514G1085 6,113,142 23,900 SH   SOLE   23,900 0 0
MONDELEZ INTL INC CL A 609207105 US6092071058 6,188,000 88,400 SH   SOLE   88,400 0 0
CINCINNATI FINL CORP COM 172062101 US1720621010 6,258,168 50,400 SH   SOLE   50,400 0 0
GENERAL ELECTRIC CO COM 369604301 US3696043013 6,266,421 35,700 SH   SOLE   35,700 0 0
INVITATION HOMES INC COM 46187W107 US46187W1071 6,377,751 179,100 SH   SOLE   179,100 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 US43300A2033 6,377,969 29,900 SH   SOLE   29,900 0 0
QUEST DIAGNOSTICS INC COM 74834L100 US74834L1008 6,389,280 48,000 SH   SOLE   48,000 0 0
CAMPBELL SOUP CO COM 134429109 US1344291091 6,409,690 144,200 SH   SOLE   144,200 0 0
TRACTOR SUPPLY CO COM 892356106 US8923561067 6,443,808 24,621 SH   SOLE   24,621 0 0
FRANKLIN RESOURCES INC COM 354613101 US3546131018 6,445,623 229,300 SH   SOLE   229,300 0 0
PPG INDS INC COM 693506107 US6935061076 6,471,669 44,663 SH   SOLE   44,663 0 0
ECOLAB INC COM 278865100 US2788651006 6,580,650 28,500 SH   SOLE   28,500 0 0
SEI INVTS CO COM 784117103 US7841171033 6,708,270 93,300 SH   SOLE   93,300 0 0
METLIFE INC COM 59156R108 US59156R1086 6,803,298 91,800 SH   SOLE   91,800 0 0
SBA COM 78410G104 US78410G1040 6,804,380 31,400 SH   SOLE   31,400 0 0
VEEVA SYS INC CL A COM 922475108 US9224751084 6,927,531 29,900 SH   SOLE   29,900 0 0
WELLTOWER INC COM 95040Q104 US95040Q1040 6,961,280 74,500 SH   SOLE   74,500 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 US42824C1099 6,971,436 393,200 SH   SOLE   393,200 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 US1696561059 6,976,248 2,400 SH   SOLE   2,400 0 0
PNC FINL SVCS GROUP INC COM 693475105 US6934751057 6,981,120 43,200 SH   SOLE   43,200 0 0
LPL FINL HLDGS INC COM 50212V100 US50212V1008 7,001,300 26,500 SH   SOLE   26,500 0 0
FORTUNE BRANDS INNOVATIONS I COM 34964C106 US34964C1062 7,315,488 86,400 SH   SOLE   86,400 0 0
ROPER TECHNOLOGIES INC COM 776696106 US7766961061 7,459,172 13,300 SH   SOLE   13,300 0 0
HENRY SCHEIN INC COM 806407102 US8064071025 7,472,402 98,946 SH   SOLE   98,946 0 0
WATSCO INC COM 942622200 US9426222009 7,473,081 17,300 SH   SOLE   17,300 0 0
CITIZENS FINL GROUP INC COM 174610105 US1746101054 7,504,772 206,800 SH   SOLE   206,800 0 0
AUTOZONE INC COM 053332102 US0533321024 7,563,960 2,400 SH   SOLE   2,400 0 0
BOSTON PROPERTIES INC COM 101121101 US1011211018 7,569,429 115,900 SH   SOLE   115,900 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 US91307C1027 7,626,704 33,200 SH   SOLE   33,200 0 0
BROWN & BROWN INC COM 115236101 US1152361010 7,747,290 88,500 SH   SOLE   88,500 0 0
REPUBLIC SVCS INC COM 760759100 US7607591002 7,849,040 41,000 SH   SOLE   41,000 0 0
EQUITABLE HLDGS INC COM 29452E101 US29452E1010 7,974,498 209,800 SH   SOLE   209,800 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 US36467J1088 7,983,931 173,300 SH   SOLE   173,300 0 0
KIMCO RLTY CORP COM 49446R109 US49446R1095 8,002,841 408,100 SH   SOLE   408,100 0 0
UNITED RENTALS INC COM 911363109 US9113631090 8,004,321 11,100 SH   SOLE   11,100 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 US9553061055 8,032,913 20,300 SH   SOLE   20,300 0 0
FISERV INC COM 337738108 US3377381088 8,054,129 50,395 SH   SOLE   50,395 0 0
AVERY DENNISON CORP COM 053611109 US0536111091 8,059,325 36,100 SH   SOLE   36,100 0 0
GLOBE LIFE INC COM 37959E102 US37959E1029 8,070,841 69,355 SH   SOLE   69,355 0 0
MGM RESORTS INTERNATIONAL COM 552953101 US5529531015 8,087,073 171,300 SH   SOLE   171,300 0 0
BERKLEY W R CORP COM 084423102 US0844231029 8,127,636 91,900 SH   SOLE   91,900 0 0
TARGET CORP COM 87612E106 US87612E1064 8,133,939 45,900 SH   SOLE   45,900 0 0
F5 INC COM 315616102 US3156161024 8,210,195 43,305 SH   SOLE   43,305 0 0
REGENCY CTRS CORP COM 758849103 US7588491032 8,224,048 135,800 SH   SOLE   135,800 0 0
MATCH GROUP INC NEW COM 57667L107 US57667L1070 8,455,852 233,072 SH   SOLE   233,072 0 0
DYNATRACE INC COM 268150109 US2681501092 8,475,300 182,500 SH   SOLE   182,500 0 0
ABBOTT LABS COM 002824100 US0028241000 8,536,775 75,108 SH   SOLE   75,108 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 US1273871087 8,591,328 27,600 SH   SOLE   27,600 0 0
STRYKER CORPORATION COM 863667101 US8636671013 8,704,114 24,322 SH   SOLE   24,322 0 0
ZOOM VIDEO COM 98980L101 US98980L1017 8,766,117 134,100 SH   SOLE   134,100 0 0
ROKU INC COM 77543R102 US77543R1023 8,843,569 135,700 SH   SOLE   135,700 0 0
MARSH & MCLENNAN COS INC COM 571748102 US5717481023 8,918,934 43,300 SH   SOLE   43,300 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 US78467J1007 8,992,489 139,700 SH   SOLE   139,700 0 0
CLOROX CO DEL COM 189054109 US1890541097 9,048,801 59,100 SH   SOLE   59,100 0 0
3M CO COM 88579Y101 US88579Y1010 9,086,168 85,662 SH   SOLE   85,662 0 0
DOORDASH INC CL A 25809K105 US25809K1051 9,089,520 66,000 SH   SOLE   66,000 0 0
NUCOR CORP COM 670346105 US6703461052 9,103,400 46,000 SH   SOLE   46,000 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 US5184151042 9,178,961 117,333 SH   SOLE   117,333 0 0
PROGRESSIVE CORP COM 743315103 US7433151039 9,203,490 44,500 SH   SOLE   44,500 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 US5926881054 9,319,030 7,000 SH   SOLE   7,000 0 0
ON SEMICONDUCTOR CORP COM 682189105 US6821891057 9,326,140 126,800 SH   SOLE   126,800 0 0
EXACT SCIENCES CORP COM 30063P105 US30063P1057 9,378,348 135,800 SH   SOLE   135,800 0 0
EXPEDIA GROUP INC COM 30212P303 US30212P3038 9,477,200 68,800 SH   SOLE   68,800 0 0
TRADEWEB MKTS INC CL A 892672106 US8926721064 9,521,138 91,400 SH   SOLE   91,400 0 0
WYNN RESORTS LTD COM 983134107 US9831341071 9,568,728 93,600 SH   SOLE   93,600 0 0
VIATRIS INC COM 92556V106 US92556V1061 9,745,583 816,213 SH   SOLE   816,213 0 0
AVANTOR INC COM 05352A100 US05352A1007 9,780,525 382,500 SH   SOLE   382,500 0 0
VISA INC COM 92826C839 US92826C8394 10,030,414 35,941 SH   SOLE   35,941 0 0
PRICE T ROWE GROUP INC COM 74144T108 US74144T1088 10,034,016 82,300 SH   SOLE   82,300 0 0
MID-AMER APT CMNTYS INC COM 59522J103 US59522J1034 10,039,554 76,300 SH   SOLE   76,300 0 0
AFLAC INC COM 001055102 US0010551028 10,071,378 117,300 SH   SOLE   117,300 0 0
QORVO INC COM 74736K101 US74736K1016 10,139,489 88,300 SH   SOLE   88,300 0 0
CAMDEN PPTY TR SH BEN INT 133131102 US1331311027 10,174,560 103,400 SH   SOLE   103,400 0 0
NORTHERN TR CORP COM 665859104 US6658591044 10,216,908 114,900 SH   SOLE   114,900 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 US64125C1099 10,261,248 74,400 SH   SOLE   74,400 0 0
HCA HEALTHCARE INC COM 40412C101 US40412C1018 10,272,724 30,800 SH   SOLE   30,800 0 0
OTIS WORLDWIDE CORP COM 68902V107 US68902V1070 10,347,309 104,234 SH   SOLE   104,234 0 0
DISCOVER FINL SVCS COM 254709108 US2547091080 10,369,219 79,100 SH   SOLE   79,100 0 0
YUM BRANDS INC COM 988498101 US9884981013 10,371,020 74,800 SH   SOLE   74,800 0 0
INCYTE CORP COM 45337C102 US45337C1027 10,442,601 183,300 SH   SOLE   183,300 0 0
MASTERCARD INCORPORATED CL A 57636Q104 US57636Q1040 10,450,069 21,700 SH   SOLE   21,700 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 US31620R3030 10,545,660 198,600 SH   SOLE   198,600 0 0
VERISIGN INC COM 92343E102 US92343E1029 10,612,560 56,000 SH   SOLE   56,000 0 0
PEPSICO INC COM 713448108 US7134481081 10,675,610 61,000 SH   SOLE   61,000 0 0
ASSURANT INC COM 04621X108 US04621X1081 10,692,032 56,800 SH   SOLE   56,800 0 0
ZOETIS INC CL A 98978V103 US98978V1035 10,744,835 63,500 SH   SOLE   63,500 0 0
AMERIPRISE FINL INC COM 03076C106 US03076C1062 10,873,312 24,800 SH   SOLE   24,800 0 0
ERIE INDTY CO CL A 29530P102 US29530P1021 10,922,704 27,200 SH   SOLE   27,200 0 0
APOLLO GLOBAL MGMT INC COM 03769M106 US03769M1062 10,999,522 97,817 SH   SOLE   97,817 0 0
ESSEX PPTY TR INC COM 297178105 US2971781057 11,016,450 45,000 SH   SOLE   45,000 0 0
FIRST CTZNS BANCSHARES INC N CL A 31946M103 US31946M1036 11,118,000 6,800 SH   SOLE   6,800 0 0
DEERE & CO COM 244199105 US2441991054 11,213,202 27,300 SH   SOLE   27,300 0 0
DROPBOX INC CL A 26210C104 US26210C1045 11,301,930 465,100 SH   SOLE   465,100 0 0
ALLY FINL INC COM 02005N100 US02005N1000 11,409,849 281,100 SH   SOLE   281,100 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 US0995021062 11,518,944 77,600 SH   SOLE   77,600 0 0
AMERICAN EXPRESS CO COM 025816109 US0258161092 11,577,581 50,848 SH   SOLE   50,848 0 0
AVALONBAY CMNTYS INC COM 053484101 US0534841012 11,597,500 62,500 SH   SOLE   62,500 0 0
KELLANOVA COM 487836108 US4878361082 11,601,225 202,500 SH   SOLE   202,500 0 0
IDEXX LABS INC COM 45168D104 US45168D1046 11,608,495 21,500 SH   SOLE   21,500 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100 US7591EP1005 11,679,304 555,100 SH   SOLE   555,100 0 0
RPM INTL INC COM 749685103 US7496851038 11,906,895 100,100 SH   SOLE   100,100 0 0
SYNCHRONY FINANCIAL COM 87165B103 US87165B1035 11,909,744 276,200 SH   SOLE   276,200 0 0
WABTEC COM 929740108 US9297401088 11,974,896 82,200 SH   SOLE   82,200 0 0
IQVIA HLDGS INC COM 46266C105 US46266C1053 12,113,431 47,900 SH   SOLE   47,900 0 0
CROWN CASTLE INC COM 22822V101 US22822V1017 12,128,118 114,600 SH   SOLE   114,600 0 0
SYNOPSYS INC COM 871607107 US8716071076 12,172,950 21,300 SH   SOLE   21,300 0 0
M & T BK CORP COM 55261F104 US55261F1049 12,347,856 84,900 SH   SOLE   84,900 0 0
ATLASSIAN CORPORATION CL A 049468101 US0494681010 12,389,485 63,500 SH   SOLE   63,500 0 0
UDR INC COM 902653104 US9026531049 12,532,350 335,000 SH   SOLE   335,000 0 0
T-MOBILE US INC COM 872590104 US8725901040 12,633,228 77,400 SH   SOLE   77,400 0 0
SYSCO CORP COM 871829107 US8718291078 12,761,496 157,200 SH   SOLE   157,200 0 0
LIBERTY MEDIA CORP DEL COM 531229789 US5312297899 12,805,010 431,000 SH   SOLE   431,000 0 0
CATERPILLAR INC COM 149123101 US1491231015 12,825,050 35,000 SH   SOLE   35,000 0 0
CBRE GROUP INC CL A 12504L109 US12504L1098 12,962,092 133,300 SH   SOLE   133,300 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 US4165151048 13,035,825 126,500 SH   SOLE   126,500 0 0
PACCAR INC COM 693718108 US6937181088 13,138,534 106,050 SH   SOLE   106,050 0 0
NVR INC COM 62944T105 US62944T1051 13,202,935 1,630 SH   SOLE   1,630 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 US00971T1016 13,279,596 122,100 SH   SOLE   122,100 0 0
VICI PPTYS INC COM 925652109 US9256521090 13,414,437 450,300 SH   SOLE   450,300 0 0
WATERS CORP COM 941848103 US9418481035 13,542,008 39,340 SH   SOLE   39,340 0 0
BORGWARNER INC COM 099724106 US0997241064 13,774,410 396,500 SH   SOLE   396,500 0 0
CARLISLE COS INC COM 142339100 US1423391002 13,910,675 35,500 SH   SOLE   35,500 0 0
PALO ALTO NETWORKS INC COM 697435105 US6974351057 13,979,196 49,200 SH   SOLE   49,200 0 0
DARDEN RESTAURANTS INC COM 237194105 US2371941053 14,007,170 83,800 SH   SOLE   83,800 0 0
BATH & BODY WORKS INC COM 070830104 US0708301041 14,075,628 281,400 SH   SOLE   281,400 0 0
DECKERS OUTDOOR CORP COM 243537107 US2435371073 14,118,900 15,000 SH   SOLE   15,000 0 0
TERADYNE INC COM 880770102 US8807701029 14,148,882 125,400 SH   SOLE   125,400 0 0
WASTE MGMT INC DEL COM 94106L109 US94106L1098 14,153,160 66,400 SH   SOLE   66,400 0 0
ARISTA NETWORKS INC COM 040413106 US0404131064 14,180,022 48,900 SH   SOLE   48,900 0 0
HUBBELL INC COM 443510607 US4435106079 14,194,710 34,200 SH   SOLE   34,200 0 0
CBOE GLOBAL MKTS INC COM 12503M108 US12503M1080 14,239,075 77,500 SH   SOLE   77,500 0 0
D R HORTON INC COM 23331A109 US23331A1097 14,266,485 86,700 SH   SOLE   86,700 0 0
SNAP ON INC COM 833034101 US8330341012 14,396,292 48,600 SH   SOLE   48,600 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 US29476L1070 14,584,721 231,100 SH   SOLE   231,100 0 0
PACKAGING CORP AMER COM 695156109 US6951561090 14,651,016 77,200 SH   SOLE   77,200 0 0
AMGEN INC COM 031162100 US0311621009 14,813,072 52,100 SH   SOLE   52,100 0 0
INTERPUBLIC GROUP COS INC COM 460690100 US4606901001 14,941,277 457,900 SH   SOLE   457,900 0 0
AMERICAN TOWER CORP NEW COM 03027X100 US03027X1000 15,036,599 76,100 SH   SOLE   76,100 0 0
EPAM SYS INC COM 29414B104 US29414B1044 15,216,416 55,100 SH   SOLE   55,100 0 0
SHERWIN WILLIAMS CO COM 824348106 US8243481061 15,247,787 43,900 SH   SOLE   43,900 0 0
VERISK ANALYTICS INC COM 92345Y106 US92345Y1064 15,463,888 65,600 SH   SOLE   65,600 0 0
SMITH A O CORP COM 831865209 US8318652091 15,574,986 174,100 SH   SOLE   174,100 0 0
SOUTHERN COPPER CORP COM 84265V105 US84265V1052 15,583,876 146,300 SH   SOLE   146,300 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 US9139031002 15,691,560 86,000 SH   SOLE   86,000 0 0
PUBLIC STORAGE COM 74460D109 US74460D1090 15,750,258 54,300 SH   SOLE   54,300 0 0
PINTEREST INC CL A 72352L106 US72352L1061 15,989,804 461,200 SH   SOLE   461,200 0 0
UBER TECHNOLOGIES INC COM 90353T100 US90353T1007 15,998,522 207,800 SH   SOLE   207,800 0 0
RELIANCE INC COM 759509102 US7595091023 16,040,640 48,000 SH   SOLE   48,000 0 0
NEWS CORP NEW CL A 65249B109 US65249B1098 16,079,756 614,200 SH   SOLE   614,200 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 US29472R1086 16,151,520 250,800 SH   SOLE   250,800 0 0
CSX CORP COM 126408103 US1264081035 16,314,507 440,100 SH   SOLE   440,100 0 0
UNITED PARCEL SERVICE INC CL B 911312106 US9113121068 16,346,773 109,983 SH   SOLE   109,983 0 0
SERVICENOW INC COM 81762P102 US81762P1021 16,391,600 21,500 SH   SOLE   21,500 0 0
WORKDAY INC CL A 98138H101 US98138H1014 16,665,025 61,100 SH   SOLE   61,100 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 US8835561023 16,970,170 29,198 SH   SOLE   29,198 0 0
UNION PAC CORP COM 907818108 US9078181081 16,997,206 69,114 SH   SOLE   69,114 0 0
ROCKWELL AUTOMATION INC COM 773903109 US7739031091 17,130,204 58,800 SH   SOLE   58,800 0 0
EDISON INTL COM 281020107 US2810201077 17,491,529 247,300 SH   SOLE   247,300 0 0
GRAINGER W W INC COM 384802104 US3848021040 17,497,560 17,200 SH   SOLE   17,200 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 US0530151036 17,856,410 71,500 SH   SOLE   71,500 0 0
PAYCHEX INC COM 704326107 US7043261079 18,002,480 146,600 SH   SOLE   146,600 0 0
COCA COLA CO COM 191216100 US1912161007 18,812,850 307,500 SH   SOLE   307,500 0 0
FORTINET INC COM 34959E109 US34959E1091 18,846,729 275,900 SH   SOLE   275,900 0 0
MASCO CORP COM 574599106 US5745991068 18,875,984 239,300 SH   SOLE   239,300 0 0
CVS HEALTH CORP COM 126650100 US1266501006 19,804,408 248,300 SH   SOLE   248,300 0 0
CAPITAL ONE FINL CORP COM 14040H105 US14040H1059 19,921,482 133,800 SH   SOLE   133,800 0 0
OWENS CORNING NEW COM 690742101 US6907421019 20,983,440 125,800 SH   SOLE   125,800 0 0
ROSS STORES INC COM 778296103 US7782961038 20,986,680 143,000 SH   SOLE   143,000 0 0
EBAY INC. COM 278642103 US2786421030 21,200,565 401,678 SH   SOLE   401,678 0 0
SIMON PPTY GROUP INC NEW COM 828806109 US8288061091 21,986,845 140,500 SH   SOLE   140,500 0 0
AMAZON COM 023135106 US0231351067 22,150,664 122,800 SH   SOLE   122,800 0 0
SUPER MICRO COM 86800U104 US86800U1043 22,725,675 22,500 SH   SOLE   22,500 0 0
ELECTRONIC ARTS INC COM 285512109 US2855121099 22,805,973 171,900 SH   SOLE   171,900 0 0
LAM RESEARCH CORP COM 512807108 US5128071082 22,831,895 23,500 SH   SOLE   23,500 0 0
DOCUSIGN INC COM 256163106 US2561631068 23,176,860 389,200 SH   SOLE   389,200 0 0
FAIR ISAAC CORP COM 303250104 US3032501047 23,492,668 18,800 SH   SOLE   18,800 0 0
COSTCO WHSL CORP NEW COM 22160K105 US22160K1051 23,590,686 32,200 SH   SOLE   32,200 0 0
IRON MTN INC DEL COM 46284V101 US46284V1017 23,659,865 294,974 SH   SOLE   294,974 0 0
ILLINOIS TOOL WKS INC COM 452308109 US4523081093 24,122,867 89,900 SH   SOLE   89,900 0 0
DELL TECHNOLOGIES INC CL C 24703L202 US24703L2025 24,168,498 211,800 SH   SOLE   211,800 0 0
GODADDY INC CL A 380237107 US3802371076 24,234,456 204,200 SH   SOLE   204,200 0 0
DAVITA INC COM 23918K108 US23918K1088 24,365,825 176,500 SH   SOLE   176,500 0 0
SALESFORCE INC COM 79466L302 US79466L3024 24,394,978 80,998 SH   SOLE   80,998 0 0
HOST HOTELS & RESORTS INC COM 44107P104 US44107P1049 25,167,560 1,217,000 SH   SOLE   1,217,000 0 0
REGENERON PHARMACEUTICALS COM 75886F107 US75886F1075 25,505,985 26,500 SH   SOLE   26,500 0 0
ROBERT HALF INC. COM 770323103 US7703231032 25,512,304 321,800 SH   SOLE   321,800 0 0
MOLINA HEALTHCARE INC COM 60855R100 US60855R1005 25,841,207 62,900 SH   SOLE   62,900 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 US38141G1040 25,937,296 62,097 SH   SOLE   62,097 0 0
FASTENAL CO COM 311900104 US3119001044 26,497,590 343,500 SH   SOLE   343,500 0 0
GEN DIGITAL INC COM 668771108 US6687711084 26,550,720 1,185,300 SH   SOLE   1,185,300 0 0
PULTE GROUP INC COM 745867101 US7458671010 26,572,586 220,300 SH   SOLE   220,300 0 0
AT&T INC COM 00206R102 US00206R1023 26,584,800 1,510,500 SH   SOLE   1,510,500 0 0
VISTRA CORP COM 92840M102 US92840M1027 26,877,935 385,900 SH   SOLE   385,900 0 0
PG&E CORP COM 69331C108 US69331C1080 27,213,212 1,623,700 SH   SOLE   1,623,700 0 0
CENCORA INC COM 03073E105 US03073E1055 27,409,272 112,800 SH   SOLE   112,800 0 0
EXPEDITORS INTL WASH INC COM 302130109 US3021301094 27,426,192 225,600 SH   SOLE   225,600 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 US11133T1034 27,492,212 134,200 SH   SOLE   134,200 0 0
AUTODESK INC COM 052769106 US0527691069 27,786,814 106,700 SH   SOLE   106,700 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 US00846U1016 27,836,063 191,300 SH   SOLE   191,300 0 0
THE CIGNA GROUP COM 125523100 US1255231003 27,892,992 76,800 SH   SOLE   76,800 0 0
HUMANA INC COM 444859102 US4448591028 28,223,008 81,400 SH   SOLE   81,400 0 0
OMNI COM 681919106 US6819191064 28,906,760 298,747 SH   SOLE   298,747 0 0
WEYERHAEUSER CO MTN BE COM 962166104 US9621661043 29,295,378 815,800 SH   SOLE   815,800 0 0
JPMORGAN CHASE & CO COM 46625H100 US46625H1005 29,684,460 148,200 SH   SOLE   148,200 0 0
CENTENE CORP DEL COM 15135B101 US15135B1017 29,720,376 378,700 SH   SOLE   378,700 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 US5950171042 29,725,050 331,346 SH   SOLE   331,346 0 0
CONSTELLATION ENERGY CORP COM 21037T109 US21037T1097 29,742,365 160,900 SH   SOLE   160,900 0 0
JOHNSON & JOHNSON COM 478160104 US4781601046 29,897,910 189,000 SH   SOLE   189,000 0 0
DOMINOS PIZZA INC COM 25754A201 US25754A2015 30,409,056 61,200 SH   SOLE   61,200 0 0
ELEVANCE HEALTH INC COM 036752103 US0367521038 30,801,276 59,400 SH   SOLE   59,400 0 0
MERCK & CO INC COM 58933Y105 US58933Y1055 31,206,175 236,500 SH   SOLE   236,500 0 0
CISCO SYS INC COM 17275R102 US17275R1023 31,213,714 625,400 SH   SOLE   625,400 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106 US7445731067 31,286,430 468,500 SH   SOLE   468,500 0 0
MCKESSON CORP COM 58155Q103 US58155Q1031 31,459,410 58,600 SH   SOLE   58,600 0 0
COLGATE PALMOLIVE CO COM 194162103 US1941621039 31,516,149 349,985 SH   SOLE   349,985 0 0
LULULEMON ATHLETICA INC COM 550021109 US5500211090 31,564,520 80,800 SH   SOLE   80,800 0 0
ELI LILLY & CO COM 532457108 US5324571083 32,207,544 41,400 SH   SOLE   41,400 0 0
CARDINAL HEALTH INC COM 14149Y108 US14149Y1082 32,249,580 288,200 SH   SOLE   288,200 0 0
ALBERTSONS COS INC COM 013091103 US0130911037 33,431,392 1,559,300 SH   SOLE   1,559,300 0 0
CINTAS CORP COM 172908105 US1729081059 33,733,173 49,100 SH   SOLE   49,100 0 0
UNITEDHEALTH GROUP INC COM 91324P102 US91324P1021 34,084,830 68,900 SH   SOLE   68,900 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 US92532F1003 34,193,218 81,800 SH   SOLE   81,800 0 0
VERIZON COM 92343V104 US92343V1044 34,218,380 815,500 SH   SOLE   815,500 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 US83088M1027 35,258,160 325,500 SH   SOLE   325,500 0 0
KIMBERLY-CLARK CORP COM 494368103 US4943681035 36,153,325 279,500 SH   SOLE   279,500 0 0
LOWES COS INC COM 548661107 US5486611073 38,082,135 149,500 SH   SOLE   149,500 0 0
KLA CORP COM 482480100 US4824801009 39,608,919 56,700 SH   SOLE   56,700 0 0
ULTA BEAUTY INC COM 90384S303 US90384S3031 40,104,896 76,700 SH   SOLE   76,700 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 US12008R1077 40,396,135 193,700 SH   SOLE   193,700 0 0
BOOKING HOLDINGS INC COM 09857L108 US09857L1089 40,995,044 11,300 SH   SOLE   11,300 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 US4592001014 41,132,784 215,400 SH   SOLE   215,400 0 0
INTUIT COM 461202103 US4612021034 41,535,000 63,900 SH   SOLE   63,900 0 0
COMCAST CORP NEW CL A 20030N101 US20030N1019 41,729,620 962,621 SH   SOLE   962,621 0 0
GILEAD SCIENCES INC COM 375558103 US3755581036 41,964,925 572,900 SH   SOLE   572,900 0 0
TJX COS INC NEW COM 872540109 US8725401090 43,164,352 425,600 SH   SOLE   425,600 0 0
HOME DEPOT INC COM 437076102 US4370761029 45,149,720 117,700 SH   SOLE   117,700 0 0
GARTNER INC COM 366651107 US3666511072 45,378,984 95,200 SH   SOLE   95,200 0 0
DICKS SPORTING GOODS INC COM 253393102 US2533931026 46,456,076 206,600 SH   SOLE   206,600 0 0
FEDEX CORP COM 31428X106 US31428X1063 47,401,464 163,600 SH   SOLE   163,600 0 0
ABBVIE INC COM 00287Y109 US00287Y1091 51,297,570 281,700 SH   SOLE   281,700 0 0
HP INC COM 40434L105 US40434L1052 52,301,754 1,730,700 SH   SOLE   1,730,700 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 US1101221083 55,260,370 1,019,000 SH   SOLE   1,019,000 0 0
NETAPP INC COM 64110D104 US64110D1046 56,158,950 535,000 SH   SOLE   535,000 0 0
NETFLIX INC COM 64110L106 US64110L1061 58,242,947 95,900 SH   SOLE   95,900 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 US1924461023 59,415,983 810,697 SH   SOLE   810,697 0 0
META PLATFORMS INC CL A 30303M102 US30303M1027 59,532,108 122,600 SH   SOLE   122,600 0 0
ALPHABET INC CAP STK CL A 02079K305 US02079K3059 61,021,905 404,306 SH   SOLE   404,306 0 0
ALPHABET INC CAP STK CL C 02079K107 US02079K1079 61,284,650 402,500 SH   SOLE   402,500 0 0
APPLIED MATLS INC COM 038222105 US0382221051 62,384,575 302,500 SH   SOLE   302,500 0 0
ADOBE INC COM 00724F101 US00724F1012 66,405,360 131,600 SH   SOLE   131,600 0 0
BROAD COM 11135F101 US11135F1012 68,656,238 51,800 SH   SOLE   51,800 0 0
QUAL COM 747525103 US7475251036 90,677,080 535,600 SH   SOLE   535,600 0 0
MICROSOFT CORP COM 594918104 US5949181045 104,296,488 247,900 SH   SOLE   247,900 0 0
NVIDIA CORPORATION COM 67066G104 US67066G1040 139,509,664 154,400 SH   SOLE   154,400 0 0
APPLE INC COM 037833100 US0378331005 142,002,588 828,100 SH   SOLE   828,100 0 0