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
3M CO A 88579Y101 BBG000BP52R2 765,459 7,002 SH   SOLE   7,002 0 0
ABM INDUSTRIES INC A 000957100 BBG000B9YYH7 307,713 6,864 SH   SOLE   6,864 0 0
ADOBE INC A 00724F101 BBG000BB5006 735,608 1,233 SH   SOLE   1,233 0 0
ADVANCED MICRO DEVICES A 007903107 BBG000BBQCY0 1,556,944 10,562 SH   SOLE   10,562 0 0
AECOM A 00766T100 BBG000F61RJ8 652,094 7,055 SH   SOLE   7,055 0 0
AERCAP HOLDINGS NV SHS N00985106 BBG000Q9FZL4 718,154 9,663 SH   SOLE   9,663 0 0
AGNICO EAGLE MINES LTD A 008474108 BBG000DLVDK3 1,377,119 25,107 SH   SOLE   25,107 0 0
ALLEGION PLC ORD SHS G0176J109 BBG003PS7JV1 1,556,260 12,284 SH   SOLE   12,284 0 0
ALLSTATE CORP A 020002101 BBG000BVMGF2 559,500 3,997 SH   SOLE   3,997 0 0
ALPHABET INC-CL A A 02079K305 BBG009S39JX6 1,334,319 9,552 SH   SOLE   9,552 0 0
ALTRIA GROUP INC A 02209S103 BBG000BP6LJ8 666,175 16,514 SH   SOLE   16,514 0 0
AMAZON.COM INC A 023135106 BBG000BVPV84 1,558,904 10,260 SH   SOLE   10,260 0 0
AMERICAN INTERNATIONAL GROUP A 026874784 BBG000BBDZG3 1,561,231 23,044 SH   SOLE   23,044 0 0
AMERIS BANCORP A 03076K108 BBG000CDY3H5 510,606 9,625 SH   SOLE   9,625 0 0
AMETEK INC A 031100100 BBG000B9XG87 1,120,263 6,794 SH   SOLE   6,794 0 0
ANNALY CAPITAL MANAGEMENT IN A 035710839 BBG000BJFJ98 241,137 12,449 SH   SOLE   12,449 0 0
AON PLC-CLASS A A G0403H108 BBG00SSQFPK6 1,554,920 5,343 SH   SOLE   5,343 0 0
APPLE INC A 037833100 BBG000B9XRY4 1,553,332 8,068 SH   SOLE   8,068 0 0
ARCH CAPITAL GROUP LTD ORD G0450A105 BBG000HXNN20 853,882 11,497 SH   SOLE   11,497 0 0
ASSURED GUARANTY LTD A G0585R106 BBG000CQB185 228,830 3,058 SH   SOLE   3,058 0 0
AT&T INC A 00206R102 BBG000BSJK37 432,924 25,800 SH   SOLE   25,800 0 0
AXALTA COATING SYSTEMS LTD COM G0750C108 BBG0060CPLJ5 1,133,137 33,357 SH   SOLE   33,357 0 0
BAKER HUGHES CO A 05722G100 BBG00GBVBK51 217,658 6,368 SH   SOLE   6,368 0 0
BANK OF AMERICA CORP A 060505104 BBG000BCTLF6 480,235 14,263 SH   SOLE   14,263 0 0
BEACON ROOFING SUPPLY INC A 073685109 BBG000BKTXF2 217,289 2,497 SH   SOLE   2,497 0 0
BECTON DICKINSON AND CO A 075887109 BBG000BCZYD3 1,557,098 6,386 SH   SOLE   6,386 0 0
BELLRING BRANDS INC A 07831C103 BBG013QNJHP8 371,492 6,702 SH   SOLE   6,702 0 0
BERKSHIRE HATHAWAY INC-CL B B 084670702 BBG000DWG505 1,554,324 4,358 SH   SOLE   4,358 0 0
BLACKLINE INC A 09239B109 BBG0029KJVB0 227,032 3,636 SH   SOLE   3,636 0 0
BOEING CO/THE A 097023105 BBG000BCSST7 1,556,140 5,970 SH   SOLE   5,970 0 0
BRINKER INTERNATIONAL INC A 109641100 BBG000BK28N7 346,563 8,026 SH   SOLE   8,026 0 0
BRISTOL-MYERS SQUIBB CO A 110122108 BBG000DQLV23 1,558,952 30,383 SH   SOLE   30,383 0 0
BROOKFIELD CORP A 11271J107 BBG000C9KL89 914,295 22,789 SH   SOLE   22,789 0 0
CADENCE DESIGN SYS INC A 127387108 BBG000C13CD9 449,955 1,652 SH   SOLE   1,652 0 0
CAESARS ENTERTAINMENT INC A 12769G100 BBG0074Q3NK6 1,177,954 25,127 SH   SOLE   25,127 0 0
CAMECO CORP A 13321L108 BBG000DSZTN6 1,065,346 24,718 SH   SOLE   24,718 0 0
CANADIAN NATURAL RESOURCES A 136385101 BBG000HW5GX3 1,050,482 16,033 SH   SOLE   16,033 0 0
CANADIAN PACIFIC KANSAS CITY A 13646K108 BBG000BCVMH9 1,558,668 19,715 SH   SOLE   19,715 0 0
CAN IMPERIAL BK OF COMMERCE A 136069101 BBG000FKTHQ1 394,748 8,200 SH   SOLE   8,200 0 0
CATERPILLAR INC A 149123101 BBG000BF0K17 859,217 2,906 SH   SOLE   2,906 0 0
CELESTICA INC A 15101Q108 BBG000BPS2C3 527,362 18,011 SH   SOLE   18,011 0 0
CHEVRON CORP A 166764100 BBG000K4ND22 1,558,125 10,446 SH   SOLE   10,446 0 0
CHEWY INC - CLASS A A 16679L109 BBG00P19DKZ6 207,873 8,797 SH   SOLE   8,797 0 0
CHURCHILL DOWNS INC A 171484108 BBG000BGXMG9 364,851 2,704 SH   SOLE   2,704 0 0
CIENA CORP A 171779309 BBG000BP1152 1,556,896 34,590 SH   SOLE   34,590 0 0
CITIGROUP INC A 172967424 BBG000FY4S11 1,554,671 30,223 SH   SOLE   30,223 0 0
CMS ENERGY CORP A 125896100 BBG000BFVXX0 302,080 5,202 SH   SOLE   5,202 0 0
COMMVAULT SYSTEMS INC A 204166102 BBG000BG88X9 287,460 3,600 SH   SOLE   3,600 0 0
CONSTELLATION BRANDS INC-A A 21036P108 BBG000J1QLT0 1,559,046 6,449 SH   SOLE   6,449 0 0
CONSTELLATION ENERGY A 21037T109 BBG014KFRNP7 462,300 3,955 SH   SOLE   3,955 0 0
COPA HOLDINGS SA-CLASS A A P31076105 BBG000C29813 268,645 2,527 SH   SOLE   2,527 0 0
COREBRIDGE FINANCIAL INC A 21871X109 BBG016HJ8729 209,127 9,655 SH   SOLE   9,655 0 0
CORE & MAIN INC-CLASS A A 21874C102 BBG01163K2X0 238,338 5,898 SH   SOLE   5,898 0 0
CORTEVA INC A 22052L104 BBG00BN969C1 1,556,873 32,489 SH   SOLE   32,489 0 0
COTERRA ENERGY INC A 127097103 BBG000C3GN47 202,884 7,950 SH   SOLE   7,950 0 0
CVS HEALTH CORP A 126650100 BBG000BGRY34 285,204 3,612 SH   SOLE   3,612 0 0
DANAHER CORP A 235851102 BBG000BH3JF8 1,020,209 4,410 SH   SOLE   4,410 0 0
DELTA AIR LINES INC A 247361702 BBG000R7Z112 1,557,263 38,709 SH   SOLE   38,709 0 0
DENTSPLY SIRONA INC A 24906P109 BBG000BX57K1 575,882 16,181 SH   SOLE   16,181 0 0
DEVON ENERGY CORP A 25179M103 BBG000BBVJZ8 1,562,533 34,493 SH   SOLE   34,493 0 0
DICK'S SPORTING GOODS INC A 253393102 BBG000F6ZWH2 263,922 1,796 SH   SOLE   1,796 0 0
DIGITALOCEAN HOLDINGS INC A 25402D102 BBG00ZGF6SS3 206,198 5,620 SH   SOLE   5,620 0 0
DOMINION ENERGY INC A 25746U109 BBG000BGVW60 1,555,559 33,097 SH   SOLE   33,097 0 0
DOORDASH INC - A A 25809K105 BBG005D7QCJ3 275,112 2,782 SH   SOLE   2,782 0 0
DOW INC A 260557103 BBG00BN96922 252,264 4,600 SH   SOLE   4,600 0 0
DR HORTON INC A 23331A109 BBG000DQTXY6 1,560,379 10,267 SH   SOLE   10,267 0 0
DUKE ENERGY CORP A 26441C204 BBG000BHGDH5 427,461 4,405 SH   SOLE   4,405 0 0
DYNATRACE INC A 268150109 BBG00PNN7C40 782,176 14,302 SH   SOLE   14,302 0 0
EASTMAN CHEMICAL CO A 277432100 BBG000BLW530 695,027 7,738 SH   SOLE   7,738 0 0
ELI LILLY & CO A 532457108 BBG000BNBDC2 1,554,648 2,667 SH   SOLE   2,667 0 0
ENPHASE ENERGY INC A 29355A107 BBG001R3MNY9 629,647 4,765 SH   SOLE   4,765 0 0
EVEREST GROUP LTD A G3223R108 BBG000C1XVK6 571,032 1,615 SH   SOLE   1,615 0 0
EXLSERVICE HOLDINGS INC A 302081104 BBG000NS3P30 438,132 14,202 SH   SOLE   14,202 0 0
EXPEDIA GROUP INC A 30212P303 BBG000QY3XZ2 299,026 1,970 SH   SOLE   1,970 0 0
EXXON MOBIL CORP A 30231G102 BBG000GZQ728 999,800 10,000 SH   SOLE   10,000 0 0
FEDERATED HERMES INC A 314211103 BBG000BP0929 495,609 14,637 SH   SOLE   14,637 0 0
FIDELITY NATIONAL INFO SERV A 31620M106 BBG000BK2F42 1,556,354 25,909 SH   SOLE   25,909 0 0
FIRSTCASH HOLDINGS INC A 33768G107 BBG0145KL747 575,117 5,306 SH   SOLE   5,306 0 0
FISERV INC A 337738108 BBG000BJKPG0 1,557,150 11,722 SH   SOLE   11,722 0 0
FLOOR & DECOR HOLDINGS INC-A A 339750101 BBG007GJ2F81 585,913 5,252 SH   SOLE   5,252 0 0
FLOWSERVE CORP A 34354P105 BBG000FFH4P5 318,260 7,721 SH   SOLE   7,721 0 0
FMC CORP A 302491303 BBG000BJP882 1,403,178 22,255 SH   SOLE   22,255 0 0
FORTIVE CORP A 34959J108 BBG00BLVZ228 1,552,783 21,089 SH   SOLE   21,089 0 0
FREEPORT-MCMORAN INC A 35671D857 BBG000BJDB15 221,364 5,200 SH   SOLE   5,200 0 0
GATES INDUSTRIAL CORP PLC ORD SHS G39108108 BBG00JM9V731 246,270 18,351 SH   SOLE   18,351 0 0
GEN DIGITAL INC A 668771108 BBG000BH2JM1 337,736 14,800 SH   SOLE   14,800 0 0
GENPACT LTD A G3922B107 BBG000RQBFV2 389,620 11,225 SH   SOLE   11,225 0 0
GENUINE PARTS CO A 372460105 BBG000BKL348 931,828 6,728 SH   SOLE   6,728 0 0
GLOBE LIFE INC A 37959E102 BBG000BVD6X4 613,225 5,038 SH   SOLE   5,038 0 0
GRANITE CONSTRUCTION INC A 387328107 BBG000DVB833 214,426 4,216 SH   SOLE   4,216 0 0
GXO LOGISTICS INC A 36262G101 BBG00YDGX945 439,006 7,178 SH   SOLE   7,178 0 0
HEICO CORP A 422806109 BBG000BL16Q7 780,231 4,362 SH   SOLE   4,362 0 0
HERSHEY CO/THE A 427866108 BBG000BLHRS2 1,552,672 8,328 SH   SOLE   8,328 0 0
HOLOGIC INC A 436440101 BBG000C3NTN5 1,561,040 21,848 SH   SOLE   21,848 0 0
HOWMET AEROSPACE INC A 443201108 BBG00DYNJGH9 1,510,652 27,913 SH   SOLE   27,913 0 0
HP INC A 40434L105 BBG000KHWT55 1,559,926 51,842 SH   SOLE   51,842 0 0
HUNTSMAN CORP A 447011107 BBG000NS26Q8 1,556,024 61,919 SH   SOLE   61,919 0 0
ICON PLC SHS G4705A100 BBG000CTSZQ6 206,358 729 SH   SOLE   729 0 0
INTERACTIVE BROKERS GRO-CL A A 45841N107 BBG000LV0836 1,369,342 16,518 SH   SOLE   16,518 0 0
INTL FLAVORS & FRAGRANCES A 459506101 BBG000BLSL58 232,627 2,873 SH   SOLE   2,873 0 0
INTUITIVE SURGICAL INC A 46120E602 BBG000BJPDZ1 1,040,756 3,085 SH   SOLE   3,085 0 0
INVESCO LTD A G491BT108 BBG000BY2Y78 648,181 36,333 SH   SOLE   36,333 0 0
JACK HENRY & ASSOCIATES INC A 426281101 BBG000BMH2Q7 416,532 2,549 SH   SOLE   2,549 0 0
JACOBS SOLUTIONS INC A 46982L108 BBG019C1BQR4 203,916 1,571 SH   SOLE   1,571 0 0
JPMORGAN CHASE & CO A 46625H100 BBG000DMBXR2 473,218 2,782 SH   SOLE   2,782 0 0
KIMBERLY-CLARK CORP A 494368103 BBG000BMW2Z0 1,560,188 12,840 SH   SOLE   12,840 0 0
KIRBY CORP A 497266106 BBG000BMQCP6 345,626 4,404 SH   SOLE   4,404 0 0
KKR & CO INC A 48251W104 BBG000BCQ6J8 1,557,166 18,795 SH   SOLE   18,795 0 0
KNIGHT-SWIFT TRANSPORTATION A 499049104 BBG000BFC848 540,815 9,381 SH   SOLE   9,381 0 0
LAMB WESTON HOLDINGS INC A 513272104 BBG003CVMLQ2 479,703 4,438 SH   SOLE   4,438 0 0
LAZARD INC A G54050102 BBG000BT4C39 343,128 9,860 SH   SOLE   9,860 0 0
LENNAR CORP-A A 526057104 BBG000BN5HF7 1,554,785 10,432 SH   SOLE   10,432 0 0
LIBERTY GLOBAL LTD-A A G5480U104 BBG01K9HZH92 186,692 10,506 SH   SOLE   10,506 0 0
LIGHT & WONDER INC A 80874P109 BBG00JR5MM31 271,374 3,305 SH   SOLE   3,305 0 0
LINCOLN NATIONAL CORP A 534187109 BBG000BNC3Y9 631,988 23,433 SH   SOLE   23,433 0 0
LINDE PLC SHS G5494J103 BBG01FND0CC1 1,561,519 3,802 SH   SOLE   3,802 0 0
LIVERAMP HOLDINGS INC A 53815P108 BBG000BB4HM6 298,002 7,867 SH   SOLE   7,867 0 0
LOWE'S COS INC A 548661107 BBG000BNDN65 865,942 3,891 SH   SOLE   3,891 0 0
MARATHON OIL CORP A 565849106 BBG000C8H633 862,367 35,694 SH   SOLE   35,694 0 0
MATCH GROUP INC A 57667L107 BBG00VT0KNC3 753,250 20,637 SH   SOLE   20,637 0 0
MCCORMICK & CO-NON VTG SHRS COM NON VTG 579780206 BBG000G6Y5W4 1,557,444 22,763 SH   SOLE   22,763 0 0
MEDTRONIC PLC SHS G5960L103 BBG000BNWG87 1,552,781 18,849 SH   SOLE   18,849 0 0
MERCK & CO. INC. A 58933Y105 BBG000BPD168 721,276 6,616 SH   SOLE   6,616 0 0
META PLATFORMS INC-CLASS A A 30303M102 BBG000MM2P62 1,558,486 4,403 SH   SOLE   4,403 0 0
METLIFE INC A 59156R108 BBG000BB6KF5 1,559,147 23,577 SH   SOLE   23,577 0 0
MICRON TECHNOLOGY INC A 595112103 BBG000C5Z1S3 1,559,759 18,277 SH   SOLE   18,277 0 0
MICROSOFT CORP A 594918104 BBG000BPH459 390,706 1,039 SH   SOLE   1,039 0 0
MOLSON COORS BEVERAGE CO - B B 60871R209 BBG000BS7KS3 783,488 12,800 SH   SOLE   12,800 0 0
MOSAIC CO/THE A 61945C103 BBG000BFXHL6 1,558,471 43,618 SH   SOLE   43,618 0 0
MURPHY OIL CORP A 626717102 BBG000BPMH90 801,112 18,779 SH   SOLE   18,779 0 0
NAAS TECHNOLOGY INC-ADR SPONSORED ADS 62955X102 BBG00HTBYMW5 17,579 11,565 SH   SOLE   11,565 0 0
NATIONAL FUEL GAS CO A 636180101 BBG000BPYD87 547,104 10,905 SH   SOLE   10,905 0 0
NEXTERA ENERGY INC A 65339F101 BBG000BJSBJ0 1,554,883 25,599 SH   SOLE   25,599 0 0
NOBLE CORP PLC ORD SHS A G65431127 BBG018KBK3G8 479,770 9,962 SH   SOLE   9,962 0 0
NOMAD FOODS LTD A G6564A105 BBG0071GM7Y0 263,369 15,538 SH   SOLE   15,538 0 0
NORFOLK SOUTHERN CORP A 655844108 BBG000BQ5DS5 1,186,628 5,020 SH   SOLE   5,020 0 0
NRG ENERGY INC A 629377508 BBG000D8RG11 1,557,152 30,119 SH   SOLE   30,119 0 0
NUTANIX INC - A A 67059N108 BBG001NDW1Z7 1,101,687 23,101 SH   SOLE   23,101 0 0
NUTRIEN LTD A 67077M108 BBG00JM9XLN6 1,467,059 26,044 SH   SOLE   26,044 0 0
NVENT ELECTRIC PLC SHS G6700G107 BBG00GNT7999 242,505 4,104 SH   SOLE   4,104 0 0
NVIDIA CORP A 67066G104 BBG000BBJQV0 842,864 1,702 SH   SOLE   1,702 0 0
OCCIDENTAL PETROLEUM CORP A 674599105 BBG000BQQ2S6 609,102 10,201 SH   SOLE   10,201 0 0
OLLIE'S BARGAIN OUTLET HOLDI A 681116109 BBG0098VVDT9 1,176,674 15,505 SH   SOLE   15,505 0 0
ON HOLDING AG-CLASS A A H5919C104 BBG00LQK89F6 436,752 16,194 SH   SOLE   16,194 0 0
O'REILLY AUTOMOTIVE INC A 67103H107 BBG000BGYWY6 237,520 250 SH   SOLE   250 0 0
OSHKOSH CORP A 688239201 BBG000CC53X1 662,602 6,112 SH   SOLE   6,112 0 0
OVINTIV INC A 69047Q102 BBG00R2NHQ65 729,336 16,606 SH   SOLE   16,606 0 0
PALO ALTO NETWORKS INC A 697435105 BBG0014GJCT9 333,509 1,131 SH   SOLE   1,131 0 0
PAYPAL HOLDINGS INC A 70450Y103 BBG0077VNXV6 1,557,296 25,359 SH   SOLE   25,359 0 0
PEABODY ENERGY CORP A 704551100 BBG00GBV88T6 394,470 16,220 SH   SOLE   16,220 0 0
PEPSICO INC A 713448108 BBG000DH7JK6 1,532,466 9,023 SH   SOLE   9,023 0 0
PFIZER INC A 717081103 BBG000BR2B91 1,559,929 54,183 SH   SOLE   54,183 0 0
P G & E CORP A 69331C108 BBG000BQWPC5 1,058,361 58,700 SH   SOLE   58,700 0 0
PORTILLO'S INC-CL A A 73642K106 BBG012YL5W13 162,661 10,211 SH   SOLE   10,211 0 0
PRINCIPAL FINANCIAL GROUP A 74251V102 BBG000NSCNT7 813,605 10,342 SH   SOLE   10,342 0 0
PROCTER & GAMBLE CO/THE A 742718109 BBG000BR2TH3 1,558,306 10,634 SH   SOLE   10,634 0 0
PROGRESSIVE CORP A 743315103 BBG000BR37X2 1,560,466 9,797 SH   SOLE   9,797 0 0
QORVO INC A 74736K101 BBG007TJF1N7 231,076 2,052 SH   SOLE   2,052 0 0
QUALCOMM INC A 747525103 BBG000CGC1X8 1,556,797 10,764 SH   SOLE   10,764 0 0
QUANTA SERVICES INC A 74762E102 BBG000BBL8V7 563,454 2,611 SH   SOLE   2,611 0 0
RALPH LAUREN CORP A 751212101 BBG000BS0ZF1 1,556,639 10,795 SH   SOLE   10,795 0 0
REINSURANCE GROUP OF AMERICA A 759351604 BBG000BDLCQ0 1,554,220 9,607 SH   SOLE   9,607 0 0
REPUBLIC SERVICES INC A 760759100 BBG000BPXVJ6 1,557,740 9,446 SH   SOLE   9,446 0 0
ROLLINS INC A 775711104 BBG000BSBBP1 374,732 8,581 SH   SOLE   8,581 0 0
ROSS STORES INC A 778296103 BBG000BSBZH7 1,560,486 11,276 SH   SOLE   11,276 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 BBG000BB5792 298,345 2,304 SH   SOLE   2,304 0 0
ROYALTY PHARMA PLC- CL A A G7709Q104 BBG00V1L5YZ5 816,857 29,080 SH   SOLE   29,080 0 0
SALESFORCE INC A 79466L302 BBG000BN2DC2 1,558,841 5,924 SH   SOLE   5,924 0 0
SALLY BEAUTY HOLDINGS INC A 79546E104 BBG000LR8515 277,552 20,900 SH   SOLE   20,900 0 0
SCHLUMBERGER LTD A 806857108 BBG000BT41Q8 1,555,944 29,899 SH   SOLE   29,899 0 0
SEADRILL LIMITED COM G7997W102 BBG017YB59Q8 313,230 6,625 SH   SOLE   6,625 0 0
SEALED AIR CORP A 81211K100 BBG000C22QV7 340,001 9,310 SH   SOLE   9,310 0 0
SHERWIN-WILLIAMS CO/THE A 824348106 BBG000BSXQV7 500,599 1,605 SH   SOLE   1,605 0 0
SHOPIFY INC - CLASS A A 82509L107 BBG008HBD923 222,482 2,856 SH   SOLE   2,856 0 0
SKECHERS USA INC-CL A A 830566105 BBG000C4HKK2 664,295 10,656 SH   SOLE   10,656 0 0
SNOWFLAKE INC-CLASS A A 833445109 BBG007DHGNJ4 590,831 2,969 SH   SOLE   2,969 0 0
SPOTIFY TECHNOLOGY SA SHS L8681T102 BBG003T4VFC2 1,348,442 7,176 SH   SOLE   7,176 0 0
SS&C TECHNOLOGIES HOLDINGS A 78467J100 BBG000RJ2J04 1,558,061 25,496 SH   SOLE   25,496 0 0
STARBUCKS CORP A 855244109 BBG000CTQBF3 953,667 9,933 SH   SOLE   9,933 0 0
STIFEL FINANCIAL CORP A 860630102 BBG000BSS5C0 830,353 12,008 SH   SOLE   12,008 0 0
STRIDE INC A 86333M108 BBG000QSXPZ9 432,570 7,286 SH   SOLE   7,286 0 0
SYSCO CORP A 871829107 BBG000BTVJ25 1,320,216 18,053 SH   SOLE   18,053 0 0
TAPESTRY INC A 876030107 BBG000BY29C7 686,138 18,640 SH   SOLE   18,640 0 0
TECHNIPFMC PLC COM G87110105 BBG00DL8NMV2 222,507 11,048 SH   SOLE   11,048 0 0
TE CONNECTIVITY LTD SHS H84989104 BBG000RGM5P1 1,530,326 10,892 SH   SOLE   10,892 0 0
TESLA INC A 88160R101 BBG000N9MNX3 596,849 2,402 SH   SOLE   2,402 0 0
TFI INTERNATIONAL INC A 87241L109 BBG000HJS1F0 373,129 2,744 SH   SOLE   2,744 0 0
THE CIGNA GROUP A 125523100 BBG00KXRCDP0 1,554,445 5,191 SH   SOLE   5,191 0 0
THOR INDUSTRIES INC A 885160101 BBG000BV6R84 319,038 2,698 SH   SOLE   2,698 0 0
TORO CO A 891092108 BBG000BVQRY3 549,447 5,724 SH   SOLE   5,724 0 0
TRADEWEB MARKETS INC-CLASS A A 892672106 BBG00NK8H8T2 569,181 6,263 SH   SOLE   6,263 0 0
TRIMBLE INC A 896239100 BBG000BNPS52 512,263 9,629 SH   SOLE   9,629 0 0
TYSON FOODS INC-CL A A 902494103 BBG000DKCC19 821,891 15,291 SH   SOLE   15,291 0 0
UGI CORP A 902681105 BBG000BVYN55 769,537 31,282 SH   SOLE   31,282 0 0
UNITED AIRLINES HOLDINGS INC A 910047109 BBG000M65M61 219,214 5,313 SH   SOLE   5,313 0 0
VALVOLINE INC A 92047W101 BBG003DNHV56 378,280 10,066 SH   SOLE   10,066 0 0
VONTIER CORP A 928881101 BBG00RRGSJR4 351,166 10,164 SH   SOLE   10,164 0 0
WABTEC CORP A 929740108 BBG000BDD940 1,558,078 12,278 SH   SOLE   12,278 0 0
WALMART INC A 931142103 BBG000BWXBC2 1,555,690 9,868 SH   SOLE   9,868 0 0
WALT DISNEY CO/THE A 254687106 BBG000BH4R78 1,555,787 17,231 SH   SOLE   17,231 0 0
WARNER MUSIC GROUP CORP-CL A A 934550203 BBG00RP2T9T6 381,593 10,662 SH   SOLE   10,662 0 0
WASTE CONNECTIONS INC A 94106B101 BBG000FLHZZ2 1,561,066 10,458 SH   SOLE   10,458 0 0
WEC ENERGY GROUP INC A 92939U106 BBG000BWP7D9 1,559,754 18,531 SH   SOLE   18,531 0 0
WESCO INTERNATIONAL INC A 95082P105 BBG000D0FNV3 226,218 1,301 SH   SOLE   1,301 0 0
WILEY (JOHN) & SONS-CLASS A A 968223206 BBG000DPRDJ1 656,161 20,673 SH   SOLE   20,673 0 0
WILLSCOT MOBILE MINI HOLDING A 971378104 BBG00B0FS947 1,561,371 35,087 SH   SOLE   35,087 0 0
WYNN RESORTS LTD A 983134107 BBG000LD9JQ8 1,359,908 14,926 SH   SOLE   14,926 0 0
XCEL ENERGY INC A 98389B100 BBG000BCTQ65 1,560,132 25,200 SH   SOLE   25,200 0 0
XEROX HOLDINGS CORP A 98421M106 BBG00NNG2ZJ8 716,886 39,110 SH   SOLE   39,110 0 0
XPO INC A 983793100 BBG000L5CJF3 502,679 5,739 SH   SOLE   5,739 0 0
ZIMMER BIOMET HOLDINGS INC A 98956P102 BBG000BKPL53 1,559,099 12,811 SH   SOLE   12,811 0 0