ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 9981640 154109 SH SOLE 0 0 154109 AMERICAN INTL GROUP INC COM NEW 026874784 BBG001S5NJG1 19228050 304049 SH SOLE 0 0 304049 BLOCK INC CL A 852234103 BBG001TFLWL5 11972654 190526 SH SOLE 0 0 190526 BRISTOL-MYERS SQUIBB CO COM 110122108 BBG001S8N8J6 13247549 184122 SH SOLE 0 0 184122 CHUBB LIMITED COM H1467J104 BBG001S8S1L3 15771600 71494 SH SOLE 0 0 71494 CIGNA CORP NEW COM 125523100 BBG00KXRCDQ9 15313209 46216 SH SOLE 0 0 46216 CYBERARK SOFTWARE LTD SHS M2682V108 BBG006Q52QW1 8686680 67001 SH SOLE 0 0 67001 DEVON ENERGY CORP NEW COM 25179M103 BBG001S63VG4 25042719 407132 SH SOLE 0 0 407132 DIAMONDBACK ENERGY INC COM 25278X109 BBG002PHSZN7 12555583 91794 SH SOLE 0 0 91794 DUKE ENERGY CORP NEW COM NEW 26441C204 BBG001S5QNR7 1402518 13618 SH SOLE 0 0 13618 ECOARK HLDGS INC COM NEW 27888N307 BBG001S79PL3 666882 2902008 SH SOLE 0 0 2902008 EVEREST RE GROUP LTD COM G3223R108 BBG001S7QT63 6943419 20960 SH SOLE 0 0 20960 F5 INC COM 315616102 BBG001SCP8D1 6640351 46271 SH SOLE 0 0 46271 FIRST SOLAR INC COM 336433107 BBG001S991Z7 6271857 41871 SH SOLE 0 0 41871 GENERAL MLS INC COM 370334104 BBG001S5RKR2 5474483 65289 SH SOLE 0 0 65289 HEALTH CATALYST INC COM 42225T107 BBG00LDPZMT5 10441647 982281 SH SOLE 0 0 982281 IRON MTN INC DEL COM 46284V101 BBG001SCQ2X1 3253111 65258 SH SOLE 0 0 65258 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 BBG00GP26NW0 2104357 41978 SH SOLE 0 0 41978 JAZZ PHARMACEUTICALS PLC SHS USD G50871105 BBG001SNW8K1 13159962 82606 SH SOLE 0 0 82606 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 15216101 86137 SH SOLE 0 0 86137 MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 13002716 37393 SH SOLE 0 0 37393 NATIONAL HEALTH INVS INC COM 63633D104 BBG001S6W8Y3 2710636 51908 SH SOLE 0 0 51908 PETIQ INC COM CL A 71639T106 BBG00H1CY3S0 8161516 885197 SH SOLE 0 0 885197 PIONEER NAT RES CO COM 723787107 BBG001S7V1J4 8338976 36512 SH SOLE 0 0 36512 QUALCOMM INC COM 747525103 BBG001S6VS70 13738872 124967 SH SOLE 0 0 124967 RENAISSANCERE HLDGS LTD COM G7496G103 BBG001S6T1Z1 21511367 116764 SH SOLE 0 0 116764 SHOPIFY INC CL A 82509L107 BBG004DW5NC7 12688726 365564 SH SOLE 0 0 365564 SOUTHERN CO COM 842587107 BBG001S5W777 1958062 27420 SH SOLE 0 0 27420 VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 225998 5736 SH SOLE 0 0 5736 VISA INC COM CL A 92826C839 BBG001SRCFY3 12950809 62335 SH SOLE 0 0 62335