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
METLIFE INC COM 59156R108 US59156R1086 21,633 269 SH   SOLE   269 0 0
CORPAY INC COM 219948106 US2199481068 23,891 72 SH   SOLE   72 0 0
DEX COM 252131107 US2521311074 26,187 300 SH   SOLE   300 0 0
ROGERS COM 775109200 CA7751092007 28,273 700 SH   SOLE   700 0 0
ULTA BEAUTY INC COM 90384S303 US90384S3031 30,408 65 SH   SOLE   65 0 0
APOLLO GLOBAL MGMT INC COM 03769M106 US03769M1062 30,786 217 SH   SOLE   217 0 0
U HAUL HOLDING COM 023586506 US0235865062 38,059 700 SH   SOLE   700 0 0
BOSTON SCIENTIFIC CORP COM 101137107 US1011371077 40,601 378 SH   SOLE   378 0 0
HYATT HOTELS CORP COM 448579102 US4485791028 41,895 300 SH   SOLE   300 0 0
XYLEM INC COM 98419M100 US98419M1009 51,744 400 SH   SOLE   400 0 0
HOWMET AEROSPACE INC COM 443201108 US4432011082 55,839 300 SH   SOLE   300 0 0
GLOBAL PMTS INC COM 37940X102 US37940X1028 56,028 700 SH   SOLE   700 0 0
FORTIVE CORP COM 34959J108 US34959J1088 57,343 1,100 SH   SOLE   1,100 0 0
BENTLEY SYS INC COM 08265T208 US08265T2087 59,367 1,100 SH   SOLE   1,100 0 0
HEICO CORP NEW COM 422806109 US4228061093 65,600 200 SH   SOLE   200 0 0
ENTEGRIS INC COM 29362U104 US29362U1043 72,585 900 SH   SOLE   900 0 0
NUTRIEN LTD COM 67077M108 CA67077M1086 79,350 1,000 SH   SOLE   1,000 0 0
AON PLC SHS CL A G0403H108 IE00BLP1HW54 80,985 227 SH   SOLE   227 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 US28176E1082 93,852 1,200 SH   SOLE   1,200 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 CA76131D1033 108,396 1,200 SH   SOLE   1,200 0 0
GLOBALFOUNDRIES INC ORD G39387108 KYG393871085 118,114 3,092 SH   SOLE   3,092 0 0
ARCH CAP GROUP LTD ORD G0450A105 BMG0450A1053 154,785 1,700 SH   SOLE   1,700 0 0
LEAR CORP COM 521865204 US5218652049 170,299 1,793 SH   SOLE   1,793 0 0
FABRINET SHS G3323L100 KYG3323L1005 171,798 583 SH   SOLE   583 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 USN070592100 190,731 238 SH   SOLE   238 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103 IE00BDB6Q211 200,758 655 SH   SOLE   655 0 0
COOPER COS INC COM 216648501 US2166485019 241,944 3,400 SH   SOLE   3,400 0 0
CLARIVATE PLC ORD SHS G21810109 JE00BJJN4441 242,584 56,415 SH   SOLE   56,415 0 0
IDEX CORP COM 45167R104 US45167R1041 263,355 1,500 SH   SOLE   1,500 0 0
SOUTHERN COPPER CORP COM 84265V105 US84265V1052 274,778 2,716 SH   SOLE   2,716 0 0
BECTON DICKINSON & CO COM 075887109 US0758871091 275,600 1,600 SH   SOLE   1,600 0 0
EPLUS INC COM 294268107 US2942681071 331,660 4,600 SH   SOLE   4,600 0 0
BELDEN INC COM 077454106 US0774541066 382,140 3,300 SH   SOLE   3,300 0 0
EQUITABLE HLDGS INC COM 29452E101 US29452E1010 403,920 7,200 SH   SOLE   7,200 0 0
AVANTOR INC COM 05352A100 US05352A1007 428,822 31,859 SH   SOLE   31,859 0 0
GILDAN ACTIVEWEAR INC COM 375916103 CA3759161035 442,860 6,600 SH   SOLE   6,600 0 0
AES CORP COM 00130H105 US00130H1059 459,240 43,654 SH   SOLE   43,654 0 0
MKS INC. COM 55306N104 US55306N1046 463,713 4,667 SH   SOLE   4,667 0 0
THE CIGNA GROUP COM 125523100 US1255231003 495,870 1,500 SH   SOLE   1,500 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 US8793601050 512,310 1,000 SH   SOLE   1,000 0 0
AERCAP HOLDINGS NV SHS N00985106 NL0000687663 549,900 4,700 SH   SOLE   4,700 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 US5380341090 574,410 3,797 SH   SOLE   3,797 0 0
GE VERNOVA INC COM 36828A101 US36828A1016 595,294 1,125 SH   SOLE   1,125 0 0
PRUDENTIAL FINL INC COM 744320102 US7443201022 599,408 5,579 SH   SOLE   5,579 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 US43300A2033 612,582 2,300 SH   SOLE   2,300 0 0
SUN CMNTYS INC COM 866674104 US8666741041 636,877 5,035 SH   SOLE   5,035 0 0
FACTSET RESH SYS INC COM 303075105 US3030751057 643,636 1,439 SH   SOLE   1,439 0 0
TRIMBLE INC COM 896239100 US8962391004 698,256 9,190 SH   SOLE   9,190 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104 GB00BDCPN049 709,308 7,650 SH   SOLE   7,650 0 0
PAY COM 70432V102 US70432V1026 740,480 3,200 SH   SOLE   3,200 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 US5184151042 865,947 17,676 SH   SOLE   17,676 0 0
XCEL ENERGY INC COM 98389B100 US98389B1008 919,078 13,496 SH   SOLE   13,496 0 0
ONTO INNOVATION INC COM 683344105 US6833441057 932,896 9,243 SH   SOLE   9,243 0 0
S&P GLOBAL INC COM 78409V104 US78409V1044 955,449 1,812 SH   SOLE   1,812 0 0
SANDISK CORP COM 80004C200 US80004C2008 1,001,101 22,075 SH   SOLE   22,075 0 0
KULICKE & SOFFA INDS INC COM 501242101 US5012421013 1,006,825 29,099 SH   SOLE   29,099 0 0
IDACORP INC COM 451107106 US4511071064 1,033,855 8,955 SH   SOLE   8,955 0 0
OKTA INC CL A 679295105 US6792951054 1,034,590 10,349 SH   SOLE   10,349 0 0
TD SYNNEX CORPORATION COM 87162W100 US87162W1009 1,044,890 7,700 SH   SOLE   7,700 0 0
PORTLAND GEN ELEC CO COM 736508847 US7365088472 1,056,258 25,997 SH   SOLE   25,997 0 0
SBA COM 78410G104 US78410G1040 1,056,780 4,500 SH   SOLE   4,500 0 0
ANNALY CAPITAL MANAGEMENT IN COM 035710839 US0357108390 1,056,912 56,159 SH   SOLE   56,159 0 0
VIAVI SOLUTIONS INC COM 925550105 US9255501051 1,074,590 106,712 SH   SOLE   106,712 0 0
NEXTERA ENERGY INC COM 65339F101 US65339F1012 1,079,689 15,553 SH   SOLE   15,553 0 0
VEECO INSTRS INC DEL COM 922417100 US9224171002 1,118,392 55,039 SH   SOLE   55,039 0 0
DESCARTES SYS GROUP INC COM 249906108 CA2499061083 1,120,473 8,100 SH   SOLE   8,100 0 0
AMEREN CORP COM 023608102 US0236081024 1,129,911 11,765 SH   SOLE   11,765 0 0
ULTRA CLEAN HLDGS INC COM 90385V107 US90385V1070 1,130,870 50,105 SH   SOLE   50,105 0 0
STERIS PLC SHS G8473T100 IE00BFY8C754 1,153,056 4,800 SH   SOLE   4,800 0 0
OGE ENERGY CORP COM 670837103 US6708371033 1,159,516 26,127 SH   SOLE   26,127 0 0
AMCOR PLC ORD G0250X107 JE00BJ1F3079 1,171,725 127,500 SH   SOLE   127,500 0 0
SOUTHERN CO COM 842587107 US8425871071 1,173,496 12,779 SH   SOLE   12,779 0 0
DOMINION ENERGY INC COM 25746U109 US25746U1097 1,180,251 20,882 SH   SOLE   20,882 0 0
QIAGEN NV COM N72482206 NL0015002CX3 1,214,489 29,705 SH   SOLE   29,705 0 0
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109 KYG4124C1096 1,217,260 242,000 SH   SOLE   242,000 0 0
PTC INC COM 69370C100 US69370C1009 1,240,848 7,200 SH   SOLE   7,200 0 0
LITTELFUSE INC COM 537008104 US5370081045 1,247,015 5,500 SH   SOLE   5,500 0 0
WARNER BROS DISCOVERY INC COM 934423104 US9344231041 1,249,140 109,000 SH   SOLE   109,000 0 0
AXCELIS TECHNOLOGIES INC COM 054540208 US0545402085 1,253,723 17,990 SH   SOLE   17,990 0 0
FORMFACTOR INC COM 346375108 US3463751087 1,288,895 37,457 SH   SOLE   37,457 0 0
DIGITALBRIDGE GROUP INC CL A 25401T603 US25401T6038 1,301,005 125,701 SH   SOLE   125,701 0 0
INTEL CORP COM 458140100 US4581401001 1,303,926 58,211 SH   SOLE   58,211 0 0
ADVANCED ENERGY INDS COM 007973100 US0079731008 1,329,638 10,035 SH   SOLE   10,035 0 0
PURE STORAGE INC CL A 74624M102 US74624M1027 1,363,322 23,677 SH   SOLE   23,677 0 0
DIGITAL RLTY TR INC COM 253868103 US2538681030 1,365,353 7,832 SH   SOLE   7,832 0 0
SUPER MICRO COM 86800U302 US86800U3023 1,381,690 28,192 SH   SOLE   28,192 0 0
COHERENT CORP COM 19247G107 US19247G1076 1,390,516 15,587 SH   SOLE   15,587 0 0
NEWMONT CORP COM 651639106 US6516391066 1,404,066 24,100 SH   SOLE   24,100 0 0
PPL CORP COM 69351T106 US69351T1060 1,409,451 41,589 SH   SOLE   41,589 0 0
ROBERT HALF INC. COM 770323103 US7703231032 1,448,901 35,296 SH   SOLE   35,296 0 0
DEUTSCHE BANK A G NAMEN AKT D18190898 DE0005140008 1,493,210 59,325 SH   SOLE   59,325 0 0
TYLER TECHNOLOGIES INC COM 902252105 US9022521051 1,493,364 2,519 SH   SOLE   2,519 0 0
SANMINA CORPORATION COM 801056102 US8010561020 1,503,941 15,373 SH   SOLE   15,373 0 0
BROOKFIELD ASSET MANAGMT LTD CL A 113004105 CA1130041058 1,507,325 19,999 SH   SOLE   19,999 0 0
FIRSTENERGY CORP COM 337932107 US3379321074 1,510,153 37,510 SH   SOLE   37,510 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 US1273871087 1,514,557 4,915 SH   SOLE   4,915 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 US8740391003 1,525,410 6,735 SH   SOLE   6,735 0 0
PROLOGIS INC. COM 74340W103 US74340W1036 1,526,027 14,517 SH   SOLE   14,517 0 0
NVENT ELECTRIC PLC SHS G6700G107 IE00BDVJJQ56 1,541,912 21,050 SH   SOLE   21,050 0 0
REGENERON PHARMACEUTICALS COM 75886F107 US75886F1075 1,575,000 3,000 SH   SOLE   3,000 0 0
LUMENTUM HLDGS INC COM 55024U109 US55024U1097 1,587,407 16,699 SH   SOLE   16,699 0 0
UNITED AIRLS HLDGS INC COM 910047109 US9100471096 1,648,341 20,700 SH   SOLE   20,700 0 0
ZOOMINFO TECHNOLOGIES INC COM 98980F104 US98980F1049 1,655,055 163,543 SH   SOLE   163,543 0 0
MCDONALDS CORP COM 580135101 US5801351017 1,665,369 5,700 SH   SOLE   5,700 0 0
PRINCIPAL FINANCIAL GROUP IN COM 74251V102 US74251V1026 1,683,916 21,200 SH   SOLE   21,200 0 0
ADVANCED MICRO DEVICES INC COM 007903107 US0079031078 1,689,036 11,903 SH   SOLE   11,903 0 0
CARMAX INC COM 143130102 US1431301027 1,761,776 26,213 SH   SOLE   26,213 0 0
KOHLS CORP COM 500255104 US5002551043 1,770,717 208,811 SH   SOLE   208,811 0 0
ELASTIC N V ORD SHS N14506104 NL0013056914 1,844,634 21,874 SH   SOLE   21,874 0 0
DXC TECHNOLOGY CO COM 23355L106 US23355L1061 1,853,408 121,217 SH   SOLE   121,217 0 0
MICRON TECHNOLOGY INC COM 595112103 US5951121038 1,926,398 15,630 SH   SOLE   15,630 0 0
CSX CORP COM 126408103 US1264081035 1,951,274 59,800 SH   SOLE   59,800 0 0
DAYFORCE INC COM 15677J108 US15677J1088 1,970,665 35,578 SH   SOLE   35,578 0 0
BANK AMERICA CORP COM 060505104 US0605051046 1,987,440 42,000 SH   SOLE   42,000 0 0
DRAFTKINGS INC NEW COM 26142V105 US26142V1052 2,015,830 47,000 SH   SOLE   47,000 0 0
CATERPILLAR INC COM 149123101 US1491231015 2,018,692 5,200 SH   SOLE   5,200 0 0
SCIENCE APPLICATIONS INTL CO COM 808625107 US8086251076 2,026,755 17,998 SH   SOLE   17,998 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 US09061G1013 2,044,884 37,200 SH   SOLE   37,200 0 0
FIRST AMERN FINL CORP COM 31847R102 US31847R1023 2,063,563 33,614 SH   SOLE   33,614 0 0
KEMPER CORP COM 488401100 US4884011002 2,099,034 32,523 SH   SOLE   32,523 0 0
CROWN HLDGS INC COM 228368106 US2283681060 2,152,282 20,900 SH   SOLE   20,900 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 US9314271084 2,174,875 189,449 SH   SOLE   189,449 0 0
BLOCK H & R INC COM 093671105 US0936711052 2,185,006 39,807 SH   SOLE   39,807 0 0
JONES LANG LASALLE INC COM 48020Q107 US48020Q1076 2,210,195 8,641 SH   SOLE   8,641 0 0
BILL HOLDINGS INC COM 090043100 US0900431000 2,213,171 47,842 SH   SOLE   47,842 0 0
STATE STR CORP COM 857477103 US8574771031 2,222,506 20,900 SH   SOLE   20,900 0 0
VOYA FINANCIAL INC COM 929089100 US9290891004 2,235,506 31,486 SH   SOLE   31,486 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 US02043Q1076 2,250,021 6,900 SH   SOLE   6,900 0 0
UBS GROUP AG SHS H42097107 CH0244767585 2,332,110 86,857 SH   SOLE   86,857 0 0
LAS VEGAS SANDS CORP COM 517834107 US5178341070 2,353,847 54,099 SH   SOLE   54,099 0 0
SYSCO CORP COM 871829107 US8718291078 2,355,514 31,100 SH   SOLE   31,100 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 US0304201033 2,364,870 17,000 SH   SOLE   17,000 0 0
COINBASE GLOBAL INC COM 19260Q107 US19260Q1076 2,383,332 6,800 SH   SOLE   6,800 0 0
NEW YORK TIMES CO CL A 650111107 US6501111073 2,438,209 43,555 SH   SOLE   43,555 0 0
PPG INDS INC COM 693506107 US6935061076 2,443,805 21,484 SH   SOLE   21,484 0 0
CREDO TECHNOLOGY GROUP HOLDI ORD G25457105 KYG254571055 2,458,727 26,555 SH   SOLE   26,555 0 0
ALAMOS GOLD INC NEW COM 011532108 CA0115321089 2,473,826 68,300 SH   SOLE   68,300 0 0
WELLTOWER INC COM 95040Q104 US95040Q1040 2,512,717 16,345 SH   SOLE   16,345 0 0
CORNING INC COM 219350105 US2193501051 2,521,059 47,938 SH   SOLE   47,938 0 0
IDEXX LABS INC COM 45168D104 US45168D1046 2,533,134 4,723 SH   SOLE   4,723 0 0
TETRA TECH INC NEW COM 88162G103 US88162G1031 2,603,792 72,408 SH   SOLE   72,408 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 LR0008862868 2,610,648 8,337 SH   SOLE   8,337 0 0
EN COM 29261A100 US29261A1007 2,685,106 21,896 SH   SOLE   21,896 0 0
CARLYLE GROUP INC COM 14316J108 US14316J1088 2,775,600 54,000 SH   SOLE   54,000 0 0
BIOGEN INC COM 09062X103 US09062X1037 2,813,216 22,400 SH   SOLE   22,400 0 0
HENRY JACK & ASSOC INC COM 426281101 US4262811015 2,823,264 15,670 SH   SOLE   15,670 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 US02665T3068 2,831,495 78,500 SH   SOLE   78,500 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 IE00BK9ZQ967 2,843,165 6,500 SH   SOLE   6,500 0 0
TYSON FOODS INC CL A 902494103 US9024941034 2,852,940 51,000 SH   SOLE   51,000 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 US40171V1008 2,893,445 12,289 SH   SOLE   12,289 0 0
COUPANG INC CL A 22266T109 US22266T1097 2,894,765 96,621 SH   SOLE   96,621 0 0
SOLVENTUM CORP COM 83444M101 US83444M1018 2,898,226 38,215 SH   SOLE   38,215 0 0
SAMSARA INC COM 79589L106 US79589L1061 2,919,852 73,400 SH   SOLE   73,400 0 0
TENET HEALTHCARE CORP COM 88033G407 US88033G4073 2,956,624 16,799 SH   SOLE   16,799 0 0
IQVIA HLDGS INC COM 46266C105 US46266C1053 3,053,306 19,375 SH   SOLE   19,375 0 0
EATON CORP PLC SHS G29183103 IE00B8KQN827 3,070,114 8,600 SH   SOLE   8,600 0 0
FERGUSON ENTERPRISES INC COM 31488V107 US31488V1070 3,070,275 14,100 SH   SOLE   14,100 0 0
CDW CORP COM 12514G108 US12514G1085 3,107,466 17,400 SH   SOLE   17,400 0 0
VISTRA CORP COM 92840M102 US92840M1027 3,114,139 16,068 SH   SOLE   16,068 0 0
INTERDIGITAL INC COM 45867G101 US45867G1013 3,160,073 14,093 SH   SOLE   14,093 0 0
AMGEN INC COM 031162100 US0311621009 3,238,836 11,600 SH   SOLE   11,600 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 US64125C1099 3,443,906 27,400 SH   SOLE   27,400 0 0
BANK NEW YORK MELLON CORP COM 064058100 US0640581007 3,460,267 37,979 SH   SOLE   37,979 0 0
DIGITALOCEAN HLDGS INC COM 25402D102 US25402D1028 3,504,169 122,695 SH   SOLE   122,695 0 0
CORTEVA INC COM 22052L104 US22052L1044 3,532,722 47,400 SH   SOLE   47,400 0 0
WATERS CORP COM 941848103 US9418481035 3,541,011 10,145 SH   SOLE   10,145 0 0
CF INDS HLDGS INC COM 125269100 US1252691001 3,542,000 38,500 SH   SOLE   38,500 0 0
INTERNATIONAL PAPER CO COM 460146103 US4601461035 3,573,504 76,308 SH   SOLE   76,308 0 0
COREBRIDGE FINL INC COM 21871X109 US21871X1090 3,581,950 100,900 SH   SOLE   100,900 0 0
NATERA INC COM 632307104 US6323071042 3,632,210 21,500 SH   SOLE   21,500 0 0
MARVELL TECHNOLOGY INC COM 573874104 US5738741041 3,664,426 47,344 SH   SOLE   47,344 0 0
DUPONT DE NEMOURS INC COM 26614N102 US26614N1028 3,724,437 54,300 SH   SOLE   54,300 0 0
JABIL INC COM 466313103 US4663131039 3,924,491 17,994 SH   SOLE   17,994 0 0
INVITATION HOMES INC COM 46187W107 US46187W1071 3,958,960 120,700 SH   SOLE   120,700 0 0
BRAZE INC COM 10576N102 US10576N1028 3,996,213 142,214 SH   SOLE   142,214 0 0
GITLAB INC CLASS A COM 37637K108 US37637K1088 4,150,030 91,998 SH   SOLE   91,998 0 0
GENERAL MTRS CO COM 37045V100 US37045V1008 4,192,692 85,200 SH   SOLE   85,200 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 US1696561059 4,222,480 75,200 SH   SOLE   75,200 0 0
GENPACT LIMITED SHS G3922B107 BMG3922B1072 4,237,283 96,280 SH   SOLE   96,280 0 0
NORFOLK SOUTHN CORP COM 655844108 US6558441084 4,249,102 16,600 SH   SOLE   16,600 0 0
EVERGY INC COM 30034W106 US30034W1062 4,263,665 61,855 SH   SOLE   61,855 0 0
SCHWAB CHARLES CORP COM 808513105 US8085131055 4,270,306 46,803 SH   SOLE   46,803 0 0
NORTHERN TR CORP COM 665859104 US6658591044 4,361,576 34,400 SH   SOLE   34,400 0 0
GE HEALTHCARE TECHNOLOGIES I COM 36266G107 US36266G1076 4,370,130 59,000 SH   SOLE   59,000 0 0
RB GLOBAL INC COM 74935Q107 CA74935Q1072 4,383,501 30,300 SH   SOLE   30,300 0 0
HUNTINGTON BANCSHARES INC COM 446150104 US4461501045 4,540,284 270,900 SH   SOLE   270,900 0 0
CHURCH & DWIGHT CO INC COM 171340102 US1713401024 4,594,058 47,800 SH   SOLE   47,800 0 0
CONFLUENT INC CLASS A COM 20717M103 US20717M1036 4,671,583 187,388 SH   SOLE   187,388 0 0
MARSH & MCLENNAN COS INC COM 571748102 US5717481023 4,724,810 21,610 SH   SOLE   21,610 0 0
ROBINHOOD MKTS INC COM 770700102 US7707001027 4,821,945 51,500 SH   SOLE   51,500 0 0
GALLAGHER ARTHUR J & CO COM 363576109 US3635761097 4,833,812 15,100 SH   SOLE   15,100 0 0
FIRST CTZNS BANCSHARES INC N CL A 31946M103 US31946M1036 4,891,175 2,500 SH   SOLE   2,500 0 0
ALLSTATE CORP COM 020002101 US0200021014 4,891,833 24,300 SH   SOLE   24,300 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 US49338L1035 4,945,950 30,184 SH   SOLE   30,184 0 0
BLACKLINE INC COM 09239B109 US09239B1098 5,067,490 89,500 SH   SOLE   89,500 0 0
SENTINELONE INC CL A 81730H109 US81730H1095 5,203,018 284,629 SH   SOLE   284,629 0 0
ANSYS INC COM 03662Q105 US03662Q1058 5,408,788 15,400 SH   SOLE   15,400 0 0
ROCKWELL AUTOMATION INC COM 773903109 US7739031091 5,447,588 16,400 SH   SOLE   16,400 0 0
MEDTRONIC PLC SHS G5960L103 IE00BTN1Y115 5,459,370 62,629 SH   SOLE   62,629 0 0
COMMVAULT SYS INC COM 204166102 US2041661024 5,482,156 31,447 SH   SOLE   31,447 0 0
WHEATON PRECIOUS METALS CORP COM 962879102 CA9628791027 5,559,684 45,400 SH   SOLE   45,400 0 0
EQUINIX INC COM 29444U700 US29444U7000 5,629,541 7,077 SH   SOLE   7,077 0 0
BXP INC COM 101121101 US1011211018 5,653,244 83,789 SH   SOLE   83,789 0 0
CMS ENERGY CORP COM 125896100 US1258961002 5,762,225 83,173 SH   SOLE   83,173 0 0
PAN AMERN SILVER CORP COM 697900108 CA6979001089 5,780,544 149,600 SH   SOLE   149,600 0 0
HARTFORD INSURANCE GROUP INC COM 416515104 US4165151048 5,823,333 45,900 SH   SOLE   45,900 0 0
THE TRADE DESK INC COM 88339J105 US88339J1051 5,846,308 81,210 SH   SOLE   81,210 0 0
MORGAN STANLEY COM 617446448 US6174464486 5,959,927 42,311 SH   SOLE   42,311 0 0
PEPSICO INC COM 713448108 US7134481081 6,096,155 46,169 SH   SOLE   46,169 0 0
PALO ALTO NETWORKS INC COM 697435105 US6974351057 6,103,388 29,825 SH   SOLE   29,825 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 US98954M2008 6,206,430 88,600 SH   SOLE   88,600 0 0
INTERACTIVE BROKERS GROUP IN COM 45841N107 US45841N1072 6,217,445 112,208 SH   SOLE   112,208 0 0
INFORMATICA INC COM 45674M101 US45674M1018 6,351,186 260,829 SH   SOLE   260,829 0 0
EXTRA SPACE STORAGE INC COM 30225T102 US30225T1025 6,369,408 43,200 SH   SOLE   43,200 0 0
TRANSUNION COM 89400J107 US89400J1079 6,406,400 72,800 SH   SOLE   72,800 0 0
GRACO INC COM 384109104 US3841091040 6,533,720 76,000 SH   SOLE   76,000 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 US9892071054 6,537,232 21,200 SH   SOLE   21,200 0 0
NASDAQ INC COM 631103108 US6311031081 6,974,760 78,000 SH   SOLE   78,000 0 0
FIFTH THIRD BANCORP COM 316773100 US3167731005 7,025,004 170,800 SH   SOLE   170,800 0 0
AFLAC INC COM 001055102 US0010551028 7,255,648 68,800 SH   SOLE   68,800 0 0
MCCORMICK & CO INC COM 579780206 US5797802064 7,301,466 96,300 SH   SOLE   96,300 0 0
CREDICORP LTD COM G2519Y108 BMG2519Y1084 7,331,456 32,800 SH   SOLE   32,800 0 0
BLOCK INC CL A 852234103 US8522341036 7,377,198 108,600 SH   SOLE   108,600 0 0
WESTERN DIGITAL CORP COM 958102105 US9581021055 7,460,594 116,590 SH   SOLE   116,590 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100 US7591EP1005 7,493,472 318,600 SH   SOLE   318,600 0 0
ZSCALER INC COM 98980G102 US98980G1022 7,524,828 23,969 SH   SOLE   23,969 0 0
AMETEK INC COM 031100100 US0311001004 7,672,704 42,400 SH   SOLE   42,400 0 0
CARVANA CO CL A 146869102 US1468691027 7,682,688 22,800 SH   SOLE   22,800 0 0
TEXAS INSTRS INC COM 882508104 US8825081040 7,723,464 37,200 SH   SOLE   37,200 0 0
BLACKSTONE INC COM 09260D107 US09260D1072 7,733,286 51,700 SH   SOLE   51,700 0 0
CAMDEN PPTY TR SH BEN INT 133131102 US1331311027 7,764,341 68,900 SH   SOLE   68,900 0 0
ESSEX PPTY TR INC COM 297178105 US2971781057 7,792,366 27,496 SH   SOLE   27,496 0 0
CLOUDFLARE INC CL A COM 18915M107 US18915M1071 7,793,447 39,797 SH   SOLE   39,797 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 US61174X1090 7,873,848 125,700 SH   SOLE   125,700 0 0
OPEN TEXT CORP COM 683715106 CA6837151068 7,874,441 197,900 SH   SOLE   197,900 0 0
ERIE INDTY CO CL A 29530P102 US29530P1021 7,937,676 22,889 SH   SOLE   22,889 0 0
PNC FINL SVCS GROUP INC COM 693475105 US6934751057 7,978,776 42,800 SH   SOLE   42,800 0 0
DATADOG INC CL A COM 23804L103 US23804L1035 8,001,366 59,565 SH   SOLE   59,565 0 0
HUBBELL INC COM 443510607 US4435106079 8,045,677 19,700 SH   SOLE   19,700 0 0
D R HORTON INC COM 23331A109 US23331A1097 8,070,392 62,600 SH   SOLE   62,600 0 0
RELIANCE INC COM 759509102 US7595091023 8,381,130 26,700 SH   SOLE   26,700 0 0
COPART INC COM 217204106 US2172041061 8,415,505 171,500 SH   SOLE   171,500 0 0
CROWN CASTLE INC COM 22822V101 US22822V1017 8,444,406 82,200 SH   SOLE   82,200 0 0
DECKERS OUTDOOR CORP COM 243537107 US2435371073 8,736,316 84,761 SH   SOLE   84,761 0 0
FIRSTSERVICE CORP NEW COM 33767E202 CA33767E2024 8,816,073 37,100 SH   SOLE   37,100 0 0
ALBERTSONS COS INC COM 013091103 US0130911037 8,902,989 413,900 SH   SOLE   413,900 0 0
AUTOZONE INC COM 053332102 US0533321024 8,909,352 2,400 SH   SOLE   2,400 0 0
INTUITIVE SURGICAL INC COM 46120E602 US46120E6023 8,911,924 16,400 SH   SOLE   16,400 0 0
WEYERHAEUSER CO MTN BE COM 962166104 US9621661043 9,042,880 352,000 SH   SOLE   352,000 0 0
SNAP ON INC COM 833034101 US8330341012 9,045,380 29,068 SH   SOLE   29,068 0 0
FRANCO NEV CORP COM 351858105 CA3518581051 9,278,155 41,500 SH   SOLE   41,500 0 0
TRACTOR SUPPLY CO COM 892356106 US8923561067 9,408,891 178,300 SH   SOLE   178,300 0 0
BURLINGTON STORES INC COM 122017106 US1220171060 9,445,184 40,600 SH   SOLE   40,600 0 0
VEEVA SYS INC CL A COM 922475108 US9224751084 9,445,744 32,800 SH   SOLE   32,800 0 0
LULULEMON ATHLETICA INC COM 550021109 US5500211090 9,669,506 40,700 SH   SOLE   40,700 0 0
ILLUMINA INC COM 452327109 US4523271090 9,778,666 102,491 SH   SOLE   102,491 0 0
ECOLAB INC COM 278865100 US2788651006 9,834,560 36,500 SH   SOLE   36,500 0 0
EXELON CORP COM 30161N101 US30161N1019 9,850,305 226,861 SH   SOLE   226,861 0 0
WP CAREY INC COM 92936U109 US92936U1097 10,024,466 160,700 SH   SOLE   160,700 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 US22788C1053 10,024,749 19,683 SH   SOLE   19,683 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 US12008R1077 10,187,037 87,300 SH   SOLE   87,300 0 0
CARLISLE COS INC COM 142339100 US1423391002 10,249,457 27,449 SH   SOLE   27,449 0 0
COSTCO WHSL CORP NEW COM 22160K105 US22160K1051 10,475,545 10,582 SH   SOLE   10,582 0 0
BROWN & BROWN INC COM 115236101 US1152361010 10,621,789 95,804 SH   SOLE   95,804 0 0
UDR INC COM 902653104 US9026531049 10,847,674 265,679 SH   SOLE   265,679 0 0
PRICE T ROWE GROUP INC COM 74144T108 US74144T1088 10,991,350 113,900 SH   SOLE   113,900 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 US31620M1062 11,006,632 135,200 SH   SOLE   135,200 0 0
MONGODB INC CL A 60937P106 US60937P1066 11,080,962 52,769 SH   SOLE   52,769 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 US8835561023 11,108,793 27,398 SH   SOLE   27,398 0 0
BERKLEY W R CORP COM 084423102 US0844231029 11,138,052 151,600 SH   SOLE   151,600 0 0
LOGITECH INTL S A SHS H50430232 CH0025751329 11,245,228 157,408 SH   SOLE   157,408 0 0
WORKDAY INC CL A 98138H101 US98138H1014 11,325,600 47,190 SH   SOLE   47,190 0 0
AVERY DENNISON CORP COM 053611109 US0536111091 11,440,644 65,200 SH   SOLE   65,200 0 0
CITIZENS FINL GROUP INC COM 174610105 US1746101054 11,635,000 260,000 SH   SOLE   260,000 0 0
ROBLOX CORP CL A 771049103 US7710491033 11,708,760 111,300 SH   SOLE   111,300 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 US00846U1016 11,836,403 100,300 SH   SOLE   100,300 0 0
FIDELITY NATIONAL FINANCIAL COM 31620R303 US31620R3030 12,060,580 215,137 SH   SOLE   215,137 0 0
MOODYS CORP COM 615369105 US6153691059 12,138,478 24,200 SH   SOLE   24,200 0 0
TWILIO INC CL A 90138F102 US90138F1021 12,152,459 97,720 SH   SOLE   97,720 0 0
NVR INC COM 62944T105 US62944T1051 12,186,339 1,650 SH   SOLE   1,650 0 0
AVALONBAY CMNTYS INC COM 053484101 US0534841012 12,352,450 60,700 SH   SOLE   60,700 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 US29476L1070 12,627,379 187,100 SH   SOLE   187,100 0 0
HCA HEALTHCARE INC COM 40412C101 US40412C1018 12,948,780 33,800 SH   SOLE   33,800 0 0
CONSOLIDATED EDISON INC COM 209115104 US2091151041 12,995,325 129,500 SH   SOLE   129,500 0 0
AGNICO EAGLE MINES LTD COM 008474108 CA0084741085 13,015,217 80,222 SH   SOLE   80,222 0 0
AMERICAN ELEC PWR CO INC COM 025537101 US0255371017 13,034,954 125,626 SH   SOLE   125,626 0 0
CARDINAL HEALTH INC COM 14149Y108 US14149Y1082 13,154,400 78,300 SH   SOLE   78,300 0 0
PULTE GROUP INC COM 745867101 US7458671010 13,309,052 126,200 SH   SOLE   126,200 0 0
APTIV PLC COM G3265R107 JE00BTDN8H13 13,364,571 195,904 SH   SOLE   195,904 0 0
INTUIT COM 461202103 US4612021034 13,660,655 17,344 SH   SOLE   17,344 0 0
FERRARI N V COM N3167Y103 NL0011585146 13,867,365 33,327 SH   SOLE   33,327 0 0
ABBVIE INC COM 00287Y109 US00287Y1091 13,884,376 74,800 SH   SOLE   74,800 0 0
SNOWFLAKE INC CL A 833445109 US8334451098 13,973,318 62,445 SH   SOLE   62,445 0 0
GARMIN LTD SHS H2906T109 CH0114405324 13,984,240 67,000 SH   SOLE   67,000 0 0
AE COM 00766T100 US00766T1007 14,028,498 124,300 SH   SOLE   124,300 0 0
PENTAIR PLC SHS G7S00T104 IE00BLS09M33 14,095,218 137,300 SH   SOLE   137,300 0 0
KIMCO RLTY CORP COM 49446R109 US49446R1095 14,220,030 676,500 SH   SOLE   676,500 0 0
AXON ENTERPRISE INC COM 05464C101 US05464C1018 14,301,008 17,273 SH   SOLE   17,273 0 0
ATLASSIAN CORPORATION CL A 049468101 US0494681010 14,302,207 70,423 SH   SOLE   70,423 0 0
NRG ENERGY INC COM 629377508 US6293775085 14,386,844 89,593 SH   SOLE   89,593 0 0
M & T BK CORP COM 55261F104 US55261F1049 14,452,255 74,500 SH   SOLE   74,500 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103 US42250P1030 14,647,115 836,500 SH   SOLE   836,500 0 0
DOMINOS PIZZA INC COM 25754A201 US25754A2015 14,779,680 32,800 SH   SOLE   32,800 0 0
TOAST INC CL A 888787108 US8887871080 15,262,334 344,600 SH   SOLE   344,600 0 0
MSCI INC COM 55354G100 US55354G1004 15,398,958 26,700 SH   SOLE   26,700 0 0
EBAY INC COM 278642103 US2786421030 15,463,704 207,678 SH   SOLE   207,678 0 0
REGENCY CTRS CORP COM 758849103 US7588491032 15,813,060 222,000 SH   SOLE   222,000 0 0
RPM INTL INC COM 749685103 US7496851038 15,860,896 144,400 SH   SOLE   144,400 0 0
CHARTER COM 16119P108 US16119P1084 15,902,709 38,900 SH   SOLE   38,900 0 0
ALLEGION PLC ORD SHS G0176J109 IE00BFRT3W74 16,008,994 111,081 SH   SOLE   111,081 0 0
PAYCHEX INC COM 704326107 US7043261079 16,026,637 110,179 SH   SOLE   110,179 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 US5926881054 16,057,248 13,669 SH   SOLE   13,669 0 0
DEERE & CO COM 244199105 US2441991054 16,271,680 32,000 SH   SOLE   32,000 0 0
NUTANIX INC CL A 67059N108 US67059N1081 16,488,643 215,707 SH   SOLE   215,707 0 0
TARGET CORP COM 87612E106 US87612E1064 16,957,935 171,900 SH   SOLE   171,900 0 0
DARDEN RESTAURANTS INC COM 237194105 US2371941053 16,979,863 77,900 SH   SOLE   77,900 0 0
ELI LILLY & CO COM 532457108 US5324571083 16,993,754 21,800 SH   SOLE   21,800 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106 US7445731067 17,202,856 204,358 SH   SOLE   204,358 0 0
MASCO CORP COM 574599106 US5745991068 17,293,532 268,700 SH   SOLE   268,700 0 0
WATSCO INC COM 942622200 US9426222009 17,311,504 39,200 SH   SOLE   39,200 0 0
NEWS CORP NEW CL A 65249B109 US65249B1098 17,354,459 583,932 SH   SOLE   583,932 0 0
CUMMINS INC COM 231021106 US2310211063 17,423,000 53,200 SH   SOLE   53,200 0 0
ZOETIS INC CL A 98978V103 US98978V1035 17,653,540 113,200 SH   SOLE   113,200 0 0
VERISK ANALYTICS INC COM 92345Y106 US92345Y1064 17,662,050 56,700 SH   SOLE   56,700 0 0
PACKAGING CORP AMER COM 695156109 US6951561090 17,676,610 93,800 SH   SOLE   93,800 0 0
MID-AMER APT CMNTYS INC COM 59522J103 US59522J1034 17,790,802 120,200 SH   SOLE   120,200 0 0
VERTIV HOLDINGS CO COM 92537N108 US92537N1081 17,823,308 138,800 SH   SOLE   138,800 0 0
MOLINA HEALTHCARE INC COM 60855R100 US60855R1005 18,022,950 60,500 SH   SOLE   60,500 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 US36467J1088 18,027,816 386,200 SH   SOLE   386,200 0 0
COMCAST CORP NEW CL A 20030N101 US20030N1019 18,070,596 506,321 SH   SOLE   506,321 0 0
INSULET CORP COM 45784P101 US45784P1012 18,096,768 57,600 SH   SOLE   57,600 0 0
HUBSPOT INC COM 443573100 US4435731009 18,137,789 32,585 SH   SOLE   32,585 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 US42824C1099 18,238,537 891,860 SH   SOLE   891,860 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 US0530151036 18,473,160 59,900 SH   SOLE   59,900 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 US78467J1007 18,729,360 226,200 SH   SOLE   226,200 0 0
UBER TECHNOLOGIES INC COM 90353T100 US90353T1007 18,762,630 201,100 SH   SOLE   201,100 0 0
WABTEC COM 929740108 US9297401088 18,778,695 89,700 SH   SOLE   89,700 0 0
CME GROUP INC COM 12572Q105 US12572Q1058 18,797,284 68,200 SH   SOLE   68,200 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 US0995021062 18,910,008 181,600 SH   SOLE   181,600 0 0
OMNI COM 681919106 US6819191064 19,053,669 264,855 SH   SOLE   264,855 0 0
VICI PPTYS INC COM 925652109 US9256521090 19,361,140 593,900 SH   SOLE   593,900 0 0
TRADEWEB MKTS INC CL A 892672106 US8926721064 19,412,640 132,600 SH   SOLE   132,600 0 0
CENTENE CORP DEL COM 15135B101 US15135B1017 19,557,084 360,300 SH   SOLE   360,300 0 0
PFIZER INC COM 717081103 US7170811035 19,782,264 816,100 SH   SOLE   816,100 0 0
US BANCORP DEL COM 902973304 US9029733048 20,742,600 458,400 SH   SOLE   458,400 0 0
REDDIT INC CL A 75734B100 US75734B1008 20,748,546 137,800 SH   SOLE   137,800 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 US11133T1034 20,754,762 85,400 SH   SOLE   85,400 0 0
FEDEX CORP COM 31428X106 US31428X1063 20,821,596 91,600 SH   SOLE   91,600 0 0
SEA LTD SPONS ORD 81141R100 US81141R1005 21,575,906 134,900 SH   SOLE   134,900 0 0
VENTAS INC COM 92276F100 US92276F1003 21,723,600 344,000 SH   SOLE   344,000 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 US29472R1086 21,732,508 352,400 SH   SOLE   352,400 0 0
AMERICAN TOWER CORP NEW COM 03027X100 US03027X1000 21,790,141 98,589 SH   SOLE   98,589 0 0
AMERICAN EXPRESS CO COM 025816109 US0258161092 21,897,339 68,648 SH   SOLE   68,648 0 0
LENNOX INTL INC COM 526107107 US5261071071 22,471,008 39,200 SH   SOLE   39,200 0 0
COLGATE PALMOLIVE CO COM 194162103 US1941621039 22,850,896 251,385 SH   SOLE   251,385 0 0
REPUBLIC SVCS INC COM 760759100 US7607591002 22,885,408 92,800 SH   SOLE   92,800 0 0
F5 INC COM 315616102 US3156161024 23,015,824 78,200 SH   SOLE   78,200 0 0
OTIS WORLDWIDE CORP COM 68902V107 US68902V1070 23,659,245 238,934 SH   SOLE   238,934 0 0
SHERWIN WILLIAMS CO COM 824348106 US8243481061 24,035,200 70,000 SH   SOLE   70,000 0 0
CGI INC CL A 12532H104 CA12532H1047 24,211,593 169,300 SH   SOLE   169,300 0 0
RESMED INC COM 761152107 US7611521078 24,561,600 95,200 SH   SOLE   95,200 0 0
COCA COLA CO COM 191216100 US1912161007 24,698,825 349,100 SH   SOLE   349,100 0 0
SHOPIFY INC CL A 82509L107 CA82509L1076 25,082,482 159,700 SH   SOLE   159,700 0 0
IRON MTN INC DEL COM 46284V101 US46284V1017 25,221,963 245,900 SH   SOLE   245,900 0 0
INCYTE CORP COM 45337C102 US45337C1027 25,251,480 370,800 SH   SOLE   370,800 0 0
ORACLE CORP COM 68389X105 US68389X1054 25,257,887 115,528 SH   SOLE   115,528 0 0
UNION PAC CORP COM 907818108 US9078181081 25,473,077 110,714 SH   SOLE   110,714 0 0
VERALTO CORP COM 92338C103 US92338C1036 25,722,060 254,800 SH   SOLE   254,800 0 0
CARNIVAL CORP UNIT 143658300 PA1436583006 26,221,900 932,500 SH   SOLE   932,500 0 0
SERVICENOW INC COM 81762P102 US81762P1021 26,227,349 25,511 SH   SOLE   25,511 0 0
TE CONNECTIVITY PLC ORD SHS G87052109 IE000IVNQZ81 26,565,525 157,500 SH   SOLE   157,500 0 0
CBOE GLOBAL MKTS INC COM 12503M108 US12503M1080 26,842,471 115,100 SH   SOLE   115,100 0 0
EXPEDITORS INTL WASH INC COM 302130109 US3021301094 27,225,775 238,300 SH   SOLE   238,300 0 0
SIMON PPTY GROUP INC NEW COM 828806109 US8288061091 27,393,504 170,400 SH   SOLE   170,400 0 0
PUBLIC STORAGE OPER CO COM 74460D109 US74460D1090 27,816,216 94,800 SH   SOLE   94,800 0 0
ILLINOIS TOOL WKS INC COM 452308109 US4523081093 28,458,475 115,100 SH   SOLE   115,100 0 0
HOME DEPOT INC COM 437076102 US4370761029 28,634,584 78,100 SH   SOLE   78,100 0 0
CISCO SYS INC COM 17275R102 US17275R1023 28,735,670 414,178 SH   SOLE   414,178 0 0
PG&E CORP COM 69331C108 US69331C1080 28,917,401 2,074,419 SH   SOLE   2,074,419 0 0
EDISON INTL COM 281020107 US2810201077 29,138,520 564,700 SH   SOLE   564,700 0 0
VISA INC COM 92826C839 US92826C8394 29,235,172 82,341 SH   SOLE   82,341 0 0
DICKS SPORTING GOODS INC COM 253393102 US2533931026 29,651,719 149,900 SH   SOLE   149,900 0 0
EMCOR GROUP INC COM 29084Q100 US29084Q1004 29,793,373 55,700 SH   SOLE   55,700 0 0
C H ROBINSON WORLDWIDE INC COM 12541W209 US12541W2098 29,965,185 312,300 SH   SOLE   312,300 0 0
SYNOPSYS INC COM 871607107 US8716071076 30,077,910 58,668 SH   SOLE   58,668 0 0
JPMORGAN CHASE & CO. COM 46625H100 US46625H1005 30,266,604 104,400 SH   SOLE   104,400 0 0
PROGRESSIVE CORP COM 743315103 US7433151039 30,288,610 113,500 SH   SOLE   113,500 0 0
CBRE GROUP INC CL A 12504L109 US12504L1098 30,840,412 220,100 SH   SOLE   220,100 0 0
CITIGROUP INC COM 172967424 US1729674242 31,409,280 369,000 SH   SOLE   369,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 US91324P1021 31,664,955 101,500 SH   SOLE   101,500 0 0
JOHNSON & JOHNSON COM 478160104 US4781601046 31,878,925 208,700 SH   SOLE   208,700 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 US9139031002 31,956,672 176,410 SH   SOLE   176,410 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 US38141G1040 31,988,177 45,197 SH   SOLE   45,197 0 0
ON SEMICONDUCTOR CORP COM 682189105 US6821891057 32,208,513 614,549 SH   SOLE   614,549 0 0
CINTAS CORP COM 172908105 US1729081059 32,293,863 144,900 SH   SOLE   144,900 0 0
GRAINGER W W INC COM 384802104 US3848021040 32,663,536 31,400 SH   SOLE   31,400 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 US4592001014 32,867,970 111,500 SH   SOLE   111,500 0 0
AT&T INC COM 00206R102 US00206R1023 32,907,674 1,137,100 SH   SOLE   1,137,100 0 0
BEST BUY INC COM 086516101 US0865161014 32,913,839 490,300 SH   SOLE   490,300 0 0
DAVITA INC COM 23918K108 US23918K1088 32,932,161 231,184 SH   SOLE   231,184 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 US1101221083 33,000,558 712,909 SH   SOLE   712,909 0 0
ROSS STORES INC COM 778296103 US7782961038 33,094,252 259,400 SH   SOLE   259,400 0 0
ARISTA NETWORKS INC COM 040413205 US0404132054 33,225,275 324,751 SH   SOLE   324,751 0 0
UNITED PARCEL SERVICE INC CL B 911312106 US9113121068 33,611,304 332,983 SH   SOLE   332,983 0 0
CANADIAN IMPERIAL BK COM 136069101 CA1360691010 33,657,012 348,200 SH   SOLE   348,200 0 0
SYNCHRONY FINANCIAL COM 87165B103 US87165B1035 33,990,682 509,300 SH   SOLE   509,300 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 US91307C1027 34,022,240 118,400 SH   SOLE   118,400 0 0
NU HLDGS LTD ORD SHS CL A G6683N103 KYG6683N1034 34,123,012 2,487,100 SH   SOLE   2,487,100 0 0
VERISIGN INC COM 92343E102 US92343E1029 34,165,040 118,300 SH   SOLE   118,300 0 0
KELLANOVA COM 487836108 US4878361082 34,404,678 432,600 SH   SOLE   432,600 0 0
BOOKING HOLDINGS INC COM 09857L108 US09857L1089 35,314,364 6,100 SH   SOLE   6,100 0 0
BROAD COM 11135F101 US11135F1012 35,574,562 129,057 SH   SOLE   129,057 0 0
PINTEREST INC CL A 72352L106 US72352L1061 35,872,766 1,000,356 SH   SOLE   1,000,356 0 0
CLOROX CO DEL COM 189054109 US1890541097 36,028,084 300,059 SH   SOLE   300,059 0 0
3M CO COM 88579Y101 US88579Y1010 36,151,215 237,462 SH   SOLE   237,462 0 0
KINROSS GOLD CORP COM 496902404 CA4969024047 36,735,664 1,726,300 SH   SOLE   1,726,300 0 0
HP INC COM 40434L105 US40434L1052 37,416,462 1,529,700 SH   SOLE   1,529,700 0 0
PAYPAL HLDGS INC COM 70450Y103 US70450Y1038 37,457,280 504,000 SH   SOLE   504,000 0 0
DOORDASH INC CL A 25809K105 US25809K1051 37,469,520 152,000 SH   SOLE   152,000 0 0
GEN DIGITAL INC COM 668771108 US6687711084 37,699,620 1,282,300 SH   SOLE   1,282,300 0 0
CONSTELLATION ENERGY CORP COM 21037T109 US21037T1097 37,898,479 117,420 SH   SOLE   117,420 0 0
FAIR ISAAC CORP COM 303250104 US3032501047 38,387,160 21,000 SH   SOLE   21,000 0 0
MONOLITHIC PWR SYS INC COM 609839105 US6098391054 38,850,174 53,119 SH   SOLE   53,119 0 0
KIMBERLY-CLARK CORP COM 494368103 US4943681035 38,869,380 301,500 SH   SOLE   301,500 0 0
TERADYNE INC COM 880770102 US8807701029 38,982,478 433,524 SH   SOLE   433,524 0 0
TJX COS INC NEW COM 872540109 US8725401090 39,516,800 320,000 SH   SOLE   320,000 0 0
AUTODESK INC COM 052769106 US0527691069 39,609,172 127,949 SH   SOLE   127,949 0 0
NXP SEMICONDUCTORS N V COM N6596X109 NL0009538784 39,634,086 181,400 SH   SOLE   181,400 0 0
FISERV INC COM 337738108 US3377381088 40,067,222 232,395 SH   SOLE   232,395 0 0
FASTENAL CO COM 311900104 US3119001044 40,576,200 966,100 SH   SOLE   966,100 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 US1924461023 41,929,342 537,349 SH   SOLE   537,349 0 0
T-MOBILE US INC COM 872590104 US8725901040 41,957,586 176,100 SH   SOLE   176,100 0 0
ACCENTURE PLC IRELAND SHS G1151C101 IE00B4BNMY34 43,152,842 144,377 SH   SOLE   144,377 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 IE00BKVD2N49 43,154,670 299,000 SH   SOLE   299,000 0 0
FORTINET INC COM 34959E109 US34959E1091 44,256,506 418,620 SH   SOLE   418,620 0 0
MERCK & CO INC COM 58933Y105 US58933Y1055 44,456,256 561,600 SH   SOLE   561,600 0 0
ALPHABET INC CAP STK CL C 02079K107 US02079K1079 44,595,846 251,400 SH   SOLE   251,400 0 0
ELECTRONIC ARTS INC COM 285512109 US2855121099 44,636,150 279,500 SH   SOLE   279,500 0 0
AMAZON COM 023135106 US0231351067 44,748,101 203,966 SH   SOLE   203,966 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 LU1778762911 45,808,663 59,698 SH   SOLE   59,698 0 0
DELL TECHNOLOGIES INC CL C 24703L202 US24703L2025 45,865,886 374,110 SH   SOLE   374,110 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 US69608A1088 46,495,208 341,074 SH   SOLE   341,074 0 0
CAPITAL ONE FINL CORP COM 14040H105 US14040H1059 47,047,832 221,131 SH   SOLE   221,131 0 0
SALESFORCE INC COM 79466L302 US79466L3024 47,487,600 174,145 SH   SOLE   174,145 0 0
MASTERCARD INCORPORATED CL A 57636Q104 US57636Q1040 50,462,212 89,800 SH   SOLE   89,800 0 0
FOX CORP CL A COM 35137L105 US35137L1052 51,601,632 920,800 SH   SOLE   920,800 0 0
ALPHABET INC CAP STK CL A 02079K305 US02079K3059 52,783,000 299,512 SH   SOLE   299,512 0 0
LOWES COS INC COM 548661107 US5486611073 52,849,434 238,200 SH   SOLE   238,200 0 0
WALMART INC COM 931142103 US9311421039 53,601,823 548,188 SH   SOLE   548,188 0 0
FOX CORP CL B COM 35137L204 US35137L2043 55,848,171 1,081,700 SH   SOLE   1,081,700 0 0
VERIZON COM 92343V104 US92343V1044 57,012,552 1,317,600 SH   SOLE   1,317,600 0 0
MICROSOFT CORP COM 594918104 US5949181045 58,190,006 116,986 SH   SOLE   116,986 0 0
NETFLIX INC COM 64110L106 US64110L1061 58,921,720 44,000 SH   SOLE   44,000 0 0
ADOBE INC COM 00724F101 US00724F1012 59,045,239 152,619 SH   SOLE   152,619 0 0
GILEAD SCIENCES INC COM 375558103 US3755581036 64,060,686 577,800 SH   SOLE   577,800 0 0
LAM RESEARCH CORP COM 512807306 US5128073062 64,633,273 663,995 SH   SOLE   663,995 0 0
WILLIAMS SONOMA INC COM 969904101 US9699041011 66,377,231 406,300 SH   SOLE   406,300 0 0
APPLIED MATLS INC COM 038222105 US0382221051 68,455,914 373,933 SH   SOLE   373,933 0 0
GODADDY INC CL A 380237107 US3802371076 68,658,679 381,310 SH   SOLE   381,310 0 0
GARTNER INC COM 366651107 US3666511072 71,061,876 175,800 SH   SOLE   175,800 0 0
META PLATFORMS INC CL A 30303M102 US30303M1027 74,243,735 100,589 SH   SOLE   100,589 0 0
NETAPP INC COM 64110D104 US64110D1046 84,085,424 789,164 SH   SOLE   789,164 0 0
APPLOVIN CORP COM 03831W108 US03831W1080 96,832,128 276,600 SH   SOLE   276,600 0 0
KLA CORP COM 482480100 US4824801009 105,995,601 118,333 SH   SOLE   118,333 0 0
APPLE INC COM 037833100 US0378331005 162,186,885 790,500 SH   SOLE   790,500 0 0
QUAL COM 747525103 US7475251036 165,872,634 1,041,521 SH   SOLE   1,041,521 0 0
NVIDIA CORPORATION COM 67066G104 US67066G1040 196,428,967 1,243,300 SH   SOLE   1,243,300 0 0