The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
THERMO FISHER SCIENTIFIC INC COM 883556102 373,371 559,576 SH   SOLE   0 0 559,576
MICROSOFT CORP COM 594918104 368,854 1,096,736 SH   SOLE   0 0 1,096,736
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 359,631 867,521 SH   SOLE   0 0 867,521
DANAHER CORPORATION COM 235851102 333,403 1,013,351 SH   SOLE   0 0 1,013,351
VISA INC COM CL A 92826C839 308,170 1,422,039 SH   SOLE   0 0 1,422,039
ALPHABET INC CAP STK CL A 02079K305 276,279 95,366 SH   SOLE   0 0 95,366
TEXAS INSTRS INC COM 882508104 272,199 1,444,255 SH   SOLE   0 0 1,444,255
META PLATFORMS INC CL A 30303M102 264,224 785,564 SH   SOLE   0 0 785,564
HOME DEPOT INC COM 437076102 260,954 628,789 SH   SOLE   0 0 628,789
UNITEDHEALTH GROUP INC COM 91324P102 250,026 497,920 SH   SOLE   0 0 497,920
ADOBE SYSTEMS INCORPORATED COM 00724F101 244,999 432,051 SH   SOLE   0 0 432,051
SERVICENOW INC COM 81762P102 231,148 356,100 SH   SOLE   0 0 356,100
PROCTER AND GAMBLE CO COM 742718109 228,335 1,395,859 SH   SOLE   0 0 1,395,859
APPLE INC COM 037833100 220,569 1,242,152 SH   SOLE   0 0 1,242,152
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 219,263 1,822,483 SH   SOLE   0 0 1,822,483
NEXTERA ENERGY INC COM 65339F101 214,740 2,300,132 SH   SOLE   0 0 2,300,132
JOHNSON & JOHNSON COM 478160104 210,465 1,230,288 SH   SOLE   0 0 1,230,288
EDWARDS LIFESCIENCES CORP COM 28176E108 210,309 1,623,380 SH   SOLE   0 0 1,623,380
TARGET CORP COM 87612E106 206,732 893,241 SH   SOLE   0 0 893,241
ORACLE CORP COM 68389X105 196,873 2,257,464 SH   SOLE   0 0 2,257,464
ABBVIE INC COM 00287Y109 189,483 1,399,431 SH   SOLE   0 0 1,399,431
PEPSICO INC COM 713448108 188,473 1,084,984 SH   SOLE   0 0 1,084,984
LOWES COS INC COM 548661107 186,222 720,451 SH   SOLE   0 0 720,451
AMAZON COM INC COM 023135106 181,438 54,415 SH   SOLE   0 0 54,415
WALMART INC COM 931142103 173,843 1,201,489 SH   SOLE   0 0 1,201,489
COSTCO WHSL CORP NEW COM 22160K105 172,605 304,042 SH   SOLE   0 0 304,042
S&P GLOBAL INC COM 78409V104 166,450 352,700 SH   SOLE   0 0 352,700
GILEAD SCIENCES INC COM 375558103 156,791 2,159,365 SH   SOLE   0 0 2,159,365
EQUINIX INC COM 29444U700 151,295 178,869 SH   SOLE   0 0 178,869
CISCO SYS INC COM 17275R102 148,158 2,337,976 SH   SOLE   0 0 2,337,976
ANTHEM INC COM 036752103 143,266 309,069 SH   SOLE   0 0 309,069
ABBOTT LABS COM 002824100 140,290 996,800 SH   SOLE   0 0 996,800
QUALCOMM INC COM 747525103 134,947 737,941 SH   SOLE   0 0 737,941
PAYPAL HLDGS INC COM 70450Y103 130,435 691,670 SH   SOLE   0 0 691,670
AMGEN INC COM 031162100 122,718 545,486 SH   SOLE   0 0 545,486
BRISTOL-MYERS SQUIBB CO COM 110122108 112,913 1,810,957 SH   SOLE   0 0 1,810,957
MERCK & CO INC COM 58933Y105 108,730 1,418,709 SH   SOLE   0 0 1,418,709
BROADCOM INC COM 11135F101 108,129 162,500 SH   SOLE   0 0 162,500
CVS HEALTH CORP COM 126650100 100,586 975,046 SH   SOLE   0 0 975,046
HP INC COM 40434L105 97,334 2,583,873 SH   SOLE   0 0 2,583,873
DATADOG INC CL A COM 23804L103 96,909 544,095 SH   SOLE   0 0 544,095
GOLDMAN SACHS GROUP INC COM 38141G104 95,199 248,854 SH   SOLE   0 0 248,854
FORTINET INC COM 34959E109 89,699 249,581 SH   SOLE   0 0 249,581
UNITED PARCEL SERVICE INC CL B 911312106 87,429 407,900 SH   SOLE   0 0 407,900
ALTRIA GROUP INC COM 02209S103 87,373 1,843,700 SH   SOLE   0 0 1,843,700
AUTOZONE INC COM 053332102 86,996 41,498 SH   SOLE   0 0 41,498
MASTERCARD INCORPORATED CL A 57636Q104 83,614 232,700 SH   SOLE   0 0 232,700
ROBERT HALF INTL INC COM 770323103 83,425 748,072 SH   SOLE   0 0 748,072
FASTENAL CO COM 311900104 83,269 1,299,855 SH   SOLE   0 0 1,299,855
ADVANCED MICRO DEVICES INC COM 007903107 82,613 574,100 SH   SOLE   0 0 574,100
INTUIT COM 461202103 81,165 126,185 SH   SOLE   0 0 126,185
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 81,133 914,480 SH   SOLE   0 0 914,480
COLGATE PALMOLIVE CO COM 194162103 79,519 931,796 SH   SOLE   0 0 931,796
PHILIP MORRIS INTL INC COM 718172109 75,789 797,780 SH   SOLE   0 0 797,780
METTLER TOLEDO INTERNATIONAL COM 592688105 75,787 44,654 SH   SOLE   0 0 44,654
OREILLY AUTOMOTIVE INC COM 67103H107 74,593 105,621 SH   SOLE   0 0 105,621
PFIZER INC COM 717081103 73,877 1,251,100 SH   SOLE   0 0 1,251,100
LILLY ELI & CO COM 532457108 73,566 266,332 SH   SOLE   0 0 266,332
BEST BUY INC COM 086516101 71,676 705,477 SH   SOLE   0 0 705,477
MOLINA HEALTHCARE INC COM 60855R100 70,882 222,843 SH   SOLE   0 0 222,843
APPLIED MATLS INC COM 038222105 69,690 442,868 SH   SOLE   0 0 442,868
DOMINOS PIZZA INC COM 25754A201 66,202 117,310 SH   SOLE   0 0 117,310
DOLLAR GEN CORP NEW COM 256677105 65,045 275,815 SH   SOLE   0 0 275,815
IDEXX LABS INC COM 45168D104 64,505 97,963 SH   SOLE   0 0 97,963
MCKESSON CORP COM 58155Q103 63,707 256,294 SH   SOLE   0 0 256,294
BILL COM HLDGS INC COM 090043100 60,427 242,532 SH   SOLE   0 0 242,532
LAUDER ESTEE COS INC CL A 518439104 57,459 155,211 SH   SOLE   0 0 155,211
INTERNATIONAL BUSINESS MACHS COM 459200101 54,360 406,700 SH   SOLE   0 0 406,700
OTIS WORLDWIDE CORP COM 68902V107 54,192 622,400 SH   SOLE   0 0 622,400
HCA HEALTHCARE INC COM 40412C101 51,787 201,567 SH   SOLE   0 0 201,567
SYNOPSYS INC COM 871607107 50,420 136,825 SH   SOLE   0 0 136,825
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 50,294 84,500 SH   SOLE   0 0 84,500
NETAPP INC COM 64110D104 49,496 538,063 SH   SOLE   0 0 538,063
ZOETIS INC CL A 98978V103 49,137 201,356 SH   SOLE   0 0 201,356
CLOROX CO DEL COM 189054109 48,666 279,114 SH   SOLE   0 0 279,114
GRAINGER W W INC COM 384802104 48,076 92,767 SH   SOLE   0 0 92,767
KROGER CO COM 501044101 47,170 1,042,210 SH   SOLE   0 0 1,042,210
HERSHEY CO COM 427866108 46,445 240,063 SH   SOLE   0 0 240,063
KLA CORP COM NEW 482480100 45,953 106,841 SH   SOLE   0 0 106,841
SNAP ON INC COM 833034101 45,235 210,024 SH   SOLE   0 0 210,024
CADENCE DESIGN SYSTEM INC COM 127387108 43,047 231,000 SH   SOLE   0 0 231,000
QUEST DIAGNOSTICS INC COM 74834L100 42,651 246,525 SH   SOLE   0 0 246,525
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 42,615 502,600 SH   SOLE   0 0 502,600
TRACTOR SUPPLY CO COM 892356106 42,575 178,436 SH   SOLE   0 0 178,436
LKQ CORP COM 501889208 41,499 691,300 SH   SOLE   0 0 691,300
BLOCK INC CL A 852234103 40,108 248,331 SH   SOLE   0 0 248,331
BIOGEN INC COM 09062X103 39,928 166,422 SH   SOLE   0 0 166,422
LENNAR CORP CL A 526057104 39,494 340,000 SH   SOLE   0 0 340,000
HUMANA INC COM 444859102 39,244 84,603 SH   SOLE   0 0 84,603
OKTA INC CL A 679295105 39,123 174,526 SH   SOLE   0 0 174,526
GENERAL MLS INC COM 370334104 39,113 580,490 SH   SOLE   0 0 580,490
CHURCH & DWIGHT CO INC COM 171340102 38,427 374,899 SH   SOLE   0 0 374,899
SMUCKER J M CO COM NEW 832696405 38,043 280,100 SH   SOLE   0 0 280,100
BATH & BODY WORKS INC COM 070830104 37,261 533,900 SH   SOLE   0 0 533,900
CBRE GROUP INC CL A 12504L109 37,178 342,624 SH   SOLE   0 0 342,624
ROLLINS INC COM 775711104 36,101 1,055,284 SH   SOLE   0 0 1,055,284
WEST PHARMACEUTICAL SVSC INC COM 955306105 34,378 73,300 SH   SOLE   0 0 73,300
FOX CORP CL A COM 35137L105 34,180 926,300 SH   SOLE   0 0 926,300
WASTE MGMT INC DEL COM 94106L109 34,177 204,776 SH   SOLE   0 0 204,776
FARFETCH LTD ORD SH CL A 30744W107 32,330 967,095 SH   SOLE   0 0 967,095
PULTE GROUP INC COM 745867101 32,297 565,021 SH   SOLE   0 0 565,021
SOLAREDGE TECHNOLOGIES INC COM 83417M104 31,087 110,800 SH   SOLE   0 0 110,800
TENABLE HLDGS INC COM 88025T102 31,067 564,132 SH   SOLE   0 0 564,132
TWILIO INC CL A 90138F102 30,844 117,127 SH   SOLE   0 0 117,127
GUARDANT HEALTH INC COM 40131M109 30,804 307,978 SH   SOLE   0 0 307,978
TERADYNE INC COM 880770102 30,253 185,000 SH   SOLE   0 0 185,000
ACTIVISION BLIZZARD INC COM 00507V109 30,017 451,187 SH   SOLE   0 0 451,187
LOCKHEED MARTIN CORP COM 539830109 29,838 83,953 SH   SOLE   0 0 83,953
VEEVA SYS INC CL A COM 922475108 28,855 112,943 SH   SOLE   0 0 112,943
REGENERON PHARMACEUTICALS COM 75886F107 28,797 45,600 SH   SOLE   0 0 45,600
LABORATORY CORP AMER HLDGS COM NEW 50540R409 28,782 91,600 SH   SOLE   0 0 91,600
PAYCHEX INC COM 704326107 28,629 209,737 SH   SOLE   0 0 209,737
SEALED AIR CORP NEW COM 81211K100 28,587 423,700 SH   SOLE   0 0 423,700
LAM RESEARCH CORP COM 512807108 28,263 39,300 SH   SOLE   0 0 39,300
MONDELEZ INTL INC CL A 609207105 28,178 424,942 SH   SOLE   0 0 424,942
ARROW ELECTRS INC COM 042735100 28,089 209,200 SH   SOLE   0 0 209,200
HOLOGIC INC COM 436440101 26,781 349,800 SH   SOLE   0 0 349,800
AMERISOURCEBERGEN CORP COM 03073E105 26,449 199,029 SH   SOLE   0 0 199,029
ILLINOIS TOOL WKS INC COM 452308109 25,880 104,863 SH   SOLE   0 0 104,863
LULULEMON ATHLETICA INC COM 550021109 25,053 64,000 SH   SOLE   0 0 64,000
REPUBLIC SVCS INC COM 760759100 25,006 179,321 SH   SOLE   0 0 179,321
DOORDASH INC CL A 25809K105 24,965 167,660 SH   SOLE   0 0 167,660
GARTNER INC COM 366651107 24,799 74,178 SH   SOLE   0 0 74,178
EBAY INC. COM 278642103 24,758 372,300 SH   SOLE   0 0 372,300
GENUINE PARTS CO COM 372460105 24,227 172,800 SH   SOLE   0 0 172,800
F5 INC COM 315616102 23,933 97,800 SH   SOLE   0 0 97,800
LENNOX INTL INC COM 526107107 23,866 73,580 SH   SOLE   0 0 73,580
SEA LTD SPONSORD ADS 81141R100 23,266 104,000 SH   SOLE   0 0 104,000
EXPEDITORS INTL WASH INC COM 302130109 22,841 170,088 SH   SOLE   0 0 170,088
AVERY DENNISON CORP COM 053611109 21,289 98,300 SH   SOLE   0 0 98,300
RESMED INC COM 761152107 21,155 81,215 SH   SOLE   0 0 81,215
FACTSET RESH SYS INC COM 303075105 21,093 43,400 SH   SOLE   0 0 43,400
MCDONALDS CORP COM 580135101 19,944 74,400 SH   SOLE   0 0 74,400
ELECTRONIC ARTS INC COM 285512109 19,751 149,745 SH   SOLE   0 0 149,745
MORGAN STANLEY COM NEW 617446448 19,691 200,600 SH   SOLE   0 0 200,600
DOCUSIGN INC COM 256163106 19,343 126,995 SH   SOLE   0 0 126,995
MASCO CORP COM 574599106 18,049 257,031 SH   SOLE   0 0 257,031
NUCOR CORP COM 670346105 17,870 156,552 SH   SOLE   0 0 156,552
MOTOROLA SOLUTIONS INC COM NEW 620076307 17,777 65,427 SH   SOLE   0 0 65,427
BLACKROCK INC COM 09247X101 17,762 19,400 SH   SOLE   0 0 19,400
KEYSIGHT TECHNOLOGIES INC COM 49338L103 17,533 84,900 SH   SOLE   0 0 84,900
DAVITA INC COM 23918K108 17,184 151,056 SH   SOLE   0 0 151,056
TRIMBLE INC COM 896239100 16,668 191,164 SH   SOLE   0 0 191,164
KIMBERLY-CLARK CORP COM 494368103 16,627 116,340 SH   SOLE   0 0 116,340
DEERE & CO COM 244199105 16,527 48,200 SH   SOLE   0 0 48,200
CENTENE CORP DEL COM 15135B101 16,381 198,800 SH   SOLE   0 0 198,800
POOL CORP COM 73278L105 16,357 28,900 SH   SOLE   0 0 28,900
COINBASE GLOBAL INC COM CL A 19260Q107 16,328 64,698 SH   SOLE   0 0 64,698
EXTRA SPACE STORAGE INC COM 30225T102 15,486 68,300 SH   SOLE   0 0 68,300
CHECK POINT SOFTWARE TECH LT ORD M22465104 15,261 130,929 SH   SOLE   0 0 130,929
NORTONLIFELOCK INC COM 668771108 14,975 576,400 SH   SOLE   0 0 576,400
VERISK ANALYTICS INC COM 92345Y106 14,430 63,089 SH   SOLE   0 0 63,089
AMERICAN WTR WKS CO INC NEW COM 030420103 13,541 71,700 SH   SOLE   0 0 71,700
BAXTER INTL INC COM 071813109 13,314 155,100 SH   SOLE   0 0 155,100
HENRY SCHEIN INC COM 806407102 12,753 164,485 SH   SOLE   0 0 164,485
CINTAS CORP COM 172908105 12,752 28,774 SH   SOLE   0 0 28,774
CDW CORP COM 12514G108 12,614 61,600 SH   SOLE   0 0 61,600
SMITH A O CORP COM 831865209 12,594 146,700 SH   SOLE   0 0 146,700
GENERAC HLDGS INC COM 368736104 11,156 31,700 SH   SOLE   0 0 31,700
NUTANIX INC CL A 67059N108 11,034 346,341 SH   SOLE   0 0 346,341
CITRIX SYS INC COM 177376100 10,964 115,914 SH   SOLE   0 0 115,914
JFROG LTD ORD SHS M6191J100 10,829 364,620 SH   SOLE   0 0 364,620
3M CO COM 88579Y101 10,826 60,945 SH   SOLE   0 0 60,945
OLD DOMINION FREIGHT LINE IN COM 679580100 10,787 30,100 SH   SOLE   0 0 30,100
KELLOGG CO COM 487836108 10,279 159,557 SH   SOLE   0 0 159,557
AGILENT TECHNOLOGIES INC COM 00846U101 10,247 64,184 SH   SOLE   0 0 64,184
HENRY JACK & ASSOC INC COM 426281101 9,787 58,607 SH   SOLE   0 0 58,607
CERNER CORP COM 156782104 9,695 104,395 SH   SOLE   0 0 104,395
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 9,571 75,124 SH   SOLE   0 0 75,124
EMERSON ELEC CO COM 291011104 9,566 102,897 SH   SOLE   0 0 102,897
UGI CORP NEW COM 902681105 9,242 201,300 SH   SOLE   0 0 201,300
EQUIFAX INC COM 294429105 9,147 31,242 SH   SOLE   0 0 31,242
ADVANCE AUTO PARTS INC COM 00751Y106 8,780 36,600 SH   SOLE   0 0 36,600
UNITED RENTALS INC COM 911363109 8,772 26,400 SH   SOLE   0 0 26,400
INTERNATIONAL PAPER CO COM 460146103 8,719 185,600 SH   SOLE   0 0 185,600
WHIRLPOOL CORP COM 963320106 8,424 35,900 SH   SOLE   0 0 35,900
PALO ALTO NETWORKS INC COM 697435105 8,407 15,100 SH   SOLE   0 0 15,100
EPAM SYS INC COM 29414B104 8,289 12,400 SH   SOLE   0 0 12,400
TYSON FOODS INC CL A 902494103 8,167 93,700 SH   SOLE   0 0 93,700
GARMIN LTD SHS H2906T109 8,109 59,553 SH   SOLE   0 0 59,553
CHARTER COMMUNICATIONS INC N CL A 16119P108 8,084 12,400 SH   SOLE   0 0 12,400
IDEX CORP COM 45167R104 7,978 33,761 SH   SOLE   0 0 33,761
PACKAGING CORP AMER COM 695156109 7,311 53,700 SH   SOLE   0 0 53,700
MASIMO CORP COM 574795100 7,173 24,500 SH   SOLE   0 0 24,500
D R HORTON INC COM 23331A109 7,169 66,100 SH   SOLE   0 0 66,100
NVR INC COM 62944T105 7,055 1,194 SH   SOLE   0 0 1,194
ANSYS INC COM 03662Q105 6,819 17,000 SH   SOLE   0 0 17,000
UNION PAC CORP COM 907818108 6,727 26,700 SH   SOLE   0 0 26,700
JOHNSON CTLS INTL PLC SHS G51502105 6,676 82,100 SH   SOLE   0 0 82,100
INMODE LTD SHS M5425M103 6,663 94,400 SH   SOLE   0 0 94,400
IQVIA HLDGS INC COM 46266C105 6,444 22,840 SH   SOLE   0 0 22,840
FORTUNE BRANDS HOME & SEC IN COM 34964C106 6,348 59,383 SH   SOLE   0 0 59,383
AKAMAI TECHNOLOGIES INC COM 00971T101 5,946 50,800 SH   SOLE   0 0 50,800
FAIR ISAAC CORP COM 303250104 5,898 13,600 SH   SOLE   0 0 13,600
JUNIPER NETWORKS INC COM 48203R104 5,504 154,123 SH   SOLE   0 0 154,123
NORDSON CORP COM 655663102 5,156 20,200 SH   SOLE   0 0 20,200
OPEN TEXT CORP COM 683715106 5,000 105,300 SH   SOLE   0 0 105,300
ETSY INC COM 29786A106 4,992 22,800 SH   SOLE   0 0 22,800
ALLEGION PLC ORD SHS G0176J109 4,924 37,179 SH   SOLE   0 0 37,179
PERKINELMER INC COM 714046109 4,604 22,900 SH   SOLE   0 0 22,900
COPART INC COM 217204106 4,488 29,600 SH   SOLE   0 0 29,600
WATERS CORP COM 941848103 4,471 12,000 SH   SOLE   0 0 12,000
WESTERN UN CO COM 959802109 4,464 250,200 SH   SOLE   0 0 250,200
KKR & CO INC COM 48251W104 4,269 57,300 SH   SOLE   0 0 57,300
UNITY SOFTWARE INC COM 91332U101 4,249 29,715 SH   SOLE   0 0 29,715
SIRIUS XM HOLDINGS INC COM 82968B103 3,940 620,500 SH   SOLE   0 0 620,500
ANALOG DEVICES INC COM 032654105 3,937 22,400 SH   SOLE   0 0 22,400
NASDAQ INC COM 631103108 3,906 18,600 SH   SOLE   0 0 18,600
CHIPOTLE MEXICAN GRILL INC COM 169656105 3,846 2,200 SH   SOLE   0 0 2,200
AMETEK INC COM 031100100 3,834 26,072 SH   SOLE   0 0 26,072
STERIS PLC SHS USD G8473T100 3,749 15,400 SH   SOLE   0 0 15,400
AMPHENOL CORP NEW CL A 032095101 3,665 41,900 SH   SOLE   0 0 41,900
AUTOMATIC DATA PROCESSING IN COM 053015103 3,600 14,600 SH   SOLE   0 0 14,600
NXP SEMICONDUCTORS N V COM N6596X109 3,599 15,800 SH   SOLE   0 0 15,800
UPSTART HLDGS INC COM 91680M107 3,515 23,234 SH   SOLE   0 0 23,234
TYLER TECHNOLOGIES INC COM 902252105 3,389 6,300 SH   SOLE   0 0 6,300
ROPER TECHNOLOGIES INC COM 776696106 3,345 6,800 SH   SOLE   0 0 6,800
PRICE T ROWE GROUP INC COM 74144T108 3,245 16,500 SH   SOLE   0 0 16,500
RAYMOND JAMES FINL INC COM 754730109 3,042 30,300 SH   SOLE   0 0 30,300
VERACYTE INC COM 92337F107 2,967 72,004 SH   SOLE   0 0 72,004
AVANTOR INC COM 05352A100 2,844 67,500 SH   SOLE   0 0 67,500
AIRBNB INC COM CL A 009066101 2,813 16,893 SH   SOLE   0 0 16,893
THE REALREAL INC COM 88339P101 2,803 241,444 SH   SOLE   0 0 241,444
DOVER CORP COM 260003108 2,760 15,200 SH   SOLE   0 0 15,200
HORIZON THERAPEUTICS PUB L SHS G46188101 2,748 25,500 SH   SOLE   0 0 25,500
EATON CORP PLC SHS G29183103 2,627 15,200 SH   SOLE   0 0 15,200
DIGITALOCEAN HLDGS INC COM 25402D102 2,602 32,394 SH   SOLE   0 0 32,394
MONOLITHIC PWR SYS INC COM 609839105 2,516 5,100 SH   SOLE   0 0 5,100
CSX CORP COM 126408103 1,846 49,100 SH   SOLE   0 0 49,100
SHERWIN WILLIAMS CO COM 824348106 1,761 5,000 SH   SOLE   0 0 5,000
ON SEMICONDUCTOR CORP COM 682189105 1,542 22,700 SH   SOLE   0 0 22,700
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 1,487 24,400 SH   SOLE   0 0 24,400
TRANSUNION COM 89400J107 1,091 9,200 SH   SOLE   0 0 9,200
HUNT J B TRANS SVCS INC COM 445658107 879 4,300 SH   SOLE   0 0 4,300
THREDUP INC CL A 88556E102 813 63,700 SH   SOLE   0 0 63,700
VIPSHOP HOLDINGS LIMITED SPONSORED ADS A 92763W103 738 87,800 SH   SOLE   0 0 87,800
SNOWFLAKE INC CL A 833445109 265 782 SH   SOLE   0 0 782