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HEALTHEQUITY INC COM 42226A107 462894 5539 SH SOLE 5539 0 0 HELIOS TECHNOLOGIES INC COM 42328H109 498979 7711 SH SOLE 7711 0 0 HERBALIFE LTD COM SHS G4412G101 583633 39649 SH SOLE 39649 0 0 HERCULES CAPITAL INC COM 427096508 158128 10706 SH SOLE 10706 0 0 HF SINCLAIR CORP COM 403949100 1297275 20793 SH SOLE 20793 0 0 HILTON WORLDWIDE HLDGS INC COM 43300A203 897644 2952 SH SOLE 2952 0 0 HINGE HEALTH INC CL A 433313103 662538 17182 SH SOLE 17182 0 0 HORMEL FOODS CORP COM 440452100 544778 24052 SH SOLE 24052 0 0 HOST HOTELS & RESORTS INC COM 44107P104 2752353 143651 SH SOLE 143651 0 0 HOWMET AEROSPACE INC COM 443201108 1836075 7967 SH SOLE 7967 0 0 HUBSPOT INC COM 443573100 781608 3202 SH SOLE 3202 0 0 HUNT J B TRANS SVCS INC COM 445658107 1263348 5962 SH SOLE 5962 0 0 IAMGOLD CORP COM 450913108 289960 15407 SH SOLE 15407 0 0 ICICI BANK LIMITED ADR 45104G104 579202 22363 SH SOLE 22363 0 0 IDACORP INC COM 451107106 2026600 14175 SH SOLE 14175 0 0 IDEAYA BIOSCIENCES INC COM 45166A102 212015 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56585A102 261028 1069 SH SOLE 1069 0 0 MARRIOTT VACATIONS WORLDWIDE COM 57164Y107 477134 7327 SH SOLE 7327 0 0 MASTERCARD INCORPORATED CL A 57636Q104 2041111 4085 SH SOLE 4085 0 0 MEDIAALPHA INC CL A 58450V104 243381 26170 SH SOLE 26170 0 0 MERCURY SYS INC COM 589378108 358280 4914 SH SOLE 4914 0 0 META PLATFORMS INC CL A 30303M102 331835 580 SH SOLE 580 0 0 MGIC INVT CORP WIS COM 552848103 289879 11043 SH SOLE 11043 0 0 MICRON TECHNOLOGY INC COM 595112103 2866572 8485 SH SOLE 8485 0 0 MICROSOFT CORP COM 594918104 442353 1195 SH SOLE 1195 0 0 MILLICOM INTL CELLULAR S A COM STK L6388F110 653926 8726 SH SOLE 8726 0 0 MODINE MFG CO COM 607828100 819597 3782 SH SOLE 3782 0 0 MOLSON COORS BEVERAGE CO CL B 60871R209 1943341 45131 SH SOLE 45131 0 0 MONDELEZ INTL INC CL A 609207105 1693290 29377 SH SOLE 29377 0 0 MSCI INC COM 55354G100 367066 681 SH SOLE 681 0 0 NASDAQ INC COM 631103108 1331330 15683 SH SOLE 15683 0 0 NATIONAL GRID PLC SPONSORED ADR NE 636274409 263444 3114 SH SOLE 3114 0 0 NATIONAL HEALTH INVS INC COM 63633D104 203929 2522 SH SOLE 2522 0 0 NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 598858 15868 SH SOLE 15868 0 0 NCINO INC COM 63947X101 313756 20945 SH SOLE 20945 0 0 NEBIUS GROUP N.V. SHS CLASS A N97284108 343446 3310 SH SOLE 3310 0 0 NETFLIX INC. COM 64110L106 671992 6989 SH SOLE 6989 0 0 NEWMONT CORP COM 651639106 1000988 9247 SH SOLE 9247 0 0 NEWS CORP NEW CL B 65249B208 321393 11273 SH SOLE 11273 0 0 NEWS CORP NEW CL A 65249B109 1880919 75448 SH SOLE 75448 0 0 NEXGEN ENERGY LTD COM 65340P106 481551 41513 SH SOLE 41513 0 0 NISOURCE INC COM 65473P105 561973 12044 SH SOLE 12044 0 0 NLIGHT INC COM 65487K100 253511 4446 SH SOLE 4446 0 0 NORTHERN OIL & GAS INC COM 665531307 398990 13650 SH SOLE 13650 0 0 NOVARTIS AG SPONSORED ADR 66987V109 1130961 7404 SH SOLE 7404 0 0 NOVAVAX INC COM NEW 670002401 707513 86918 SH SOLE 86918 0 0 NRG ENERGY INC COM NEW 629377508 771765 5281 SH SOLE 5281 0 0 NU HLDGS LTD ORD SHS CL A G6683N103 551276 38363 SH SOLE 38363 0 0 NU SKIN ENTERPRISES INC CL A 67018T105 96300 13228 SH SOLE 13228 0 0 NVENT ELEC PLC SHS G6700G107 988821 8360 SH SOLE 8360 0 0 NVIDIA CORPORATION COM 67066G104 548662 3146 SH SOLE 3146 0 0 OCULAR THERAPEUTIX INC COM 67576A100 367183 43351 SH SOLE 43351 0 0 OGE ENERGY CORP COM 670837103 471063 9822 SH SOLE 9822 0 0 OLD REP INTL CORP COM 680223104 319080 7997 SH SOLE 7997 0 0 OLIN CORP COM PAR $1 680665205 225116 7572 SH SOLE 7572 0 0 ORACLE CORP COM 68389X105 984460 6692 SH SOLE 6692 0 0 OUSTER INC COM NEW 68989M202 280473 15268 SH SOLE 15268 0 0 OUTFRONT MEDIA INC COM NEW 69007J304 1109555 41870 SH SOLE 41870 0 0 OVINTIV INC COM 69047Q102 3446323 58058 SH SOLE 58058 0 0 PACCAR INC COM 693718108 621621 5382 SH SOLE 5382 0 0 PACS GROUP INC COM SHS 69380Q107 221435 6894 SH SOLE 6894 0 0 PAGSEGURO DIGITAL LTD COM CL A G68707101 157254 15694 SH SOLE 15694 0 0 PAN AMERN SILVER CORP COM 697900108 505710 9257 SH SOLE 9257 0 0 PAR TECHNOLOGY CORP COM 698884103 145657 10927 SH SOLE 10927 0 0 PARKER-HANNIFIN CORP COM 701094104 2640063 2949 SH SOLE 2949 0 0 PATTERSON-UTI ENERGY INC COM 703481101 787222 72689 SH SOLE 72689 0 0 PAYLOCITY HLDG CORP COM 70438V106 580175 5370 SH SOLE 5370 0 0 PAYPAL HLDGS INC COM 70450Y103 1118764 24735 SH SOLE 24735 0 0 PBF ENERGY INC CL A 69318G106 578583 12150 SH SOLE 12150 0 0 PDD HOLDINGS INC SPONSORED ADS 722304102 777896 7613 SH SOLE 7613 0 0 PENTAIR PLC SHS G7S00T104 1619985 18597 SH SOLE 18597 0 0 PEPSICO INC COM 713448108 1838634 11840 SH SOLE 11840 0 0 PERMIAN RESOURCES CORP CLASS A COM 71424F105 2704783 126866 SH SOLE 126866 0 0 PERSONALIS INC COM 71535D106 163346 25643 SH SOLE 25643 0 0 PHATHOM PHARMACEUTICALS INC COM 71722W107 166139 14954 SH SOLE 14954 0 0 PHILLIPS 66 COM 718546104 610667 3352 SH SOLE 3352 0 0 PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 221871 9138 SH SOLE 9138 0 0 PLANET FITNESS MASTER ISSUER CL A 72703H101 370264 4978 SH SOLE 4978 0 0 POLARIS INC COM 731068102 557535 10230 SH SOLE 10230 0 0 PORCH GROUP INC COM 733245104 441966 61641 SH SOLE 61641 0 0 PORTLAND GEN ELEC CO COM NEW 736508847 1882623 35676 SH SOLE 35676 0 0 POWER SOLUTIONS INTL INC COM NEW 73933G202 391702 6434 SH SOLE 6434 0 0 PRICE T ROWE GROUP INC COM 74144T108 357856 3970 SH SOLE 3970 0 0 PROGRESSIVE CORP COM 743315103 276148 1393 SH SOLE 1393 0 0 PUBLIC SVC ENTERPRISE GROUP COM 744573106 241798 2987 SH SOLE 2987 0 0 QIAGEN NV ORD SHARES N72482156 371091 9268 SH SOLE 9268 0 0 QUANEX BLDG PRODS CORP COM 747619104 266549 14833 SH SOLE 14833 0 0 RALPH LAUREN CORP CL A 751212101 1085288 3155 SH SOLE 3155 0 0 RAMACO RES INC COM CL A 75134P600 585238 37855 SH SOLE 37855 0 0 RAYONIER INC COM 754907103 614084 29781 SH SOLE 29781 0 0 REDDIT INC CL A 75734B100 346051 2570 SH SOLE 2570 0 0 RELX PLC SPONSORED ADR 759530108 344661 10397 SH SOLE 10397 0 0 REPLIGEN CORP COM 759916109 401648 3409 SH SOLE 3409 0 0 RESIDEO TECHNOLOGIES INC COM 76118Y104 201384 5974 SH SOLE 5974 0 0 REVOLUTION MEDICINES INC COM 76155X100 730834 7515 SH SOLE 7515 0 0 REVVITY INC COM 714046109 419652 4790 SH SOLE 4790 0 0 REXFORD INDL RLTY INC COM 76169C100 352960 10784 SH SOLE 10784 0 0 RHYTHM PHARMACEUTICALS INC COM 76243J105 1086690 12495 SH SOLE 12495 0 0 ROBLOX CORP CL A 771049103 496314 8775 SH SOLE 8775 0 0 ROCKET COS INC COM CL A 77311W101 1224830 85953 SH SOLE 85953 0 0 ROCKWELL AUTOMATION INC COM 773903109 523606 1459 SH SOLE 1459 0 0 ROIVANT SCIENCES LTD SHS G76279101 310489 11209 SH SOLE 11209 0 0 ROKU INC COM CL A 77543R102 573681 6063 SH SOLE 6063 0 0 ROSS STORES INC COM 778296103 1347439 6220 SH SOLE 6220 0 0 ROYALTY PHARMA PLC SHS CLASS A G7709Q104 2319925 48362 SH SOLE 48362 0 0 RTX CORPORATION COM 75513E101 460452 2387 SH SOLE 2387 0 0 RUBRIK INC. CL A 781154109 2619160 53485 SH SOLE 53485 0 0 RUMBLE INC COM CL A 78137L105 245601 48157 SH SOLE 48157 0 0 RXO INC COMMON STOCK 74982T103 346874 23726 SH SOLE 23726 0 0 RYDER SYS INC COM 783549108 420679 2055 SH SOLE 2055 0 0 SALESFORCE INC COM 79466L302 526036 2818 SH SOLE 2818 0 0 SAMSARA INC COM CL A 79589L106 761733 24037 SH SOLE 24037 0 0 SANDISK CORP COM 80004C200 1029251 1620 SH SOLE 1620 0 0 SANMINA CORP COM 801056102 287282 2216 SH SOLE 2216 0 0 SCHRODINGER INC COM 80810D103 145760 12831 SH SOLE 12831 0 0 SCHWAB CHARLES CORP COM 808513105 1152947 12268 SH SOLE 12268 0 0 SCIENCE APPLICATIONS INTL CO COM 808625107 946163 9968 SH SOLE 9968 0 0 SCORPIO TANKERS INC SHS Y7542C130 255337 3420 SH SOLE 3420 0 0 SCOTTS MIRACLE-GRO CO CL A 810186106 948758 15602 SH SOLE 15602 0 0 SERVICENOW INC COM 81762P102 1513048 14472 SH SOLE 14472 0 0 SHARKNINJA INC COM SHS G8068L108 806534 7616 SH SOLE 7616 0 0 SHELL PLC SPON ADS 780259305 239010 2570 SH SOLE 2570 0 0 SHERWIN WILLIAMS CO COM 824348106 834712 2604 SH SOLE 2604 0 0 SHOPIFY INC CL A SUB VTG SHS 82509L107 783011 6601 SH SOLE 6601 0 0 SILGAN HLDGS INC COM 827048109 634496 16353 SH SOLE 16353 0 0 SIMPLY GOOD FOODS CO COM 82900L102 2357447 164282 SH SOLE 164282 0 0 SITIME CORP COM 82982T106 440321 1275 SH SOLE 1275 0 0 SL GREEN RLTY CORP COM 78440X887 1463083 39607 SH SOLE 39607 0 0 SLM CORP COM 78442P106 1136379 53077 SH SOLE 53077 0 0 SM ENERGY COMPANY COM 78454L100 429723 13782 SH SOLE 13782 0 0 SMITH A O CORP COM 831865209 996947 15119 SH SOLE 15119 0 0 SMITHFIELD FOODS INC COM 832248207 759022 27137 SH SOLE 27137 0 0 SMUCKER J M CO COM NEW 832696405 771327 7998 SH SOLE 7998 0 0 SNAP INC CL A 83304A106 734349 159641 SH SOLE 159641 0 0 SNOWFLAKE INC COM SHS 833445109 383686 2544 SH SOLE 2544 0 0 SOLARIS ENERGY INFRAS INC COM CL A 83418M103 806002 14263 SH SOLE 14263 0 0 SOMNIGROUP INTERNATIONAL INC COM 88023U101 418609 5663 SH SOLE 5663 0 0 SONIC AUTOMOTIVE INC CL A 83545G102 235127 3429 SH SOLE 3429 0 0 SONOS INC COM 83570H108 253367 18908 SH SOLE 18908 0 0 SONY GROUP CORP SPONSORED ADR 835699307 636090 30729 SH SOLE 30729 0 0 SOUNDHOUND AI INC CLASS A COM 836100107 127040 18492 SH SOLE 18492 0 0 SOUTHWEST AIRLS CO COM 844741108 260323 6929 SH SOLE 6929 0 0 SOUTHWEST GAS HLDGS INC COM 844895102 222030 2555 SH SOLE 2555 0 0 SPECTRUM BRANDS HOLDINGS INC COM 84790A105 301359 4089 SH SOLE 4089 0 0 SPHERE ENTERTAINMENT CO CL A 55826T102 335999 2862 SH SOLE 2862 0 0 SPRINKLR INC CL A 85208T107 107892 17982 SH SOLE 17982 0 0 SPROUTS FMRS MKT INC COM 85208M102 321478 4168 SH SOLE 4168 0 0 SPYRE THERAPEUTICS INC COM NEW 00773J202 436407 8652 SH SOLE 8652 0 0 SS&C TECH HLDGS COM 78467J100 1111729 16453 SH SOLE 16453 0 0 STATE STR CORP COM 857477103 462071 3651 SH SOLE 3651 0 0 STIFEL FINL CORP COM 860630102 337223 4562 SH SOLE 4562 0 0 STRIDE INC COM 86333M108 1052309 11935 SH SOLE 11935 0 0 STRYKER CORPORATION COM 863667101 800117 2435 SH SOLE 2435 0 0 SUMITOMO MITSUI FIN GRP INC SPONSORED ADR 86562M209 256375 12981 SH SOLE 12981 0 0 SUNRUN INC COM 86771W105 431032 31787 SH SOLE 31787 0 0 SWEETGREEN INC COM CL A 87043Q108 316341 60952 SH SOLE 60952 0 0 SYMBOTIC INC CLASS A COM 87151X101 208810 3925 SH SOLE 3925 0 0 SYNDAX PHARMACEUTICALS INC COM 87164F105 726519 31101 SH SOLE 31101 0 0 SYNOPSYS INC COM 871607107 1265961 3193 SH SOLE 3193 0 0 SYSCO CORP COM 871829107 398806 5591 SH SOLE 5591 0 0 TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 323418 957 SH SOLE 957 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 4277455 21658 SH SOLE 21658 0 0 TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 874060205 489039 26406 SH SOLE 26406 0 0 TANGO THERAPEUTICS INC COM 87583X109 227338 10867 SH SOLE 10867 0 0 TAPESTRY INC COM 876030107 1903997 13493 SH SOLE 13493 0 0 TECHNIPFMC PLC COM G87110105 325671 4711 SH SOLE 4711 0 0 TECK RESOURCES LTD CL B 878742204 400597 7741 SH SOLE 7741 0 0 TENET HEALTHCARE CORP COM NEW 88033G407 368551 1953 SH SOLE 1953 0 0 TERADYNE INC COM 880770102 1108167 3738 SH SOLE 3738 0 0 TETRA TECH INC NEW COM 88162G103 1459947 48471 SH SOLE 48471 0 0 TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 321953 10689 SH SOLE 10689 0 0 THE CIGNA GROUP COM 125523100 1255859 4708 SH SOLE 4708 0 0 THE TRADE DESK INC COM CL A 88339J105 1215299 53561 SH SOLE 53561 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 1791135 3644 SH SOLE 3644 0 0 TIMKEN CO COM 887389104 318203 3164 SH SOLE 3164 0 0 TITAN INTL INC ILL COM 88830M102 130634 18905 SH SOLE 18905 0 0 TORO CO COM 891092108 1604645 17173 SH SOLE 17173 0 0 TOYOTA MOTOR CORP ADS 892331307 296357 1438 SH SOLE 1438 0 0 TPG INC COM CL A 872657101 3838404 94752 SH SOLE 94752 0 0 TRANE TECHNOLOGIES PLC SHS G8994E103 2364583 5674 SH SOLE 5674 0 0 TRANSDIGM GROUP INC COM 893641100 1284128 1108 SH SOLE 1108 0 0 TRIMBLE INC COM 896239100 236785 3630 SH SOLE 3630 0 0 TYRA BIOSCIENCES INC COM 90240B106 302991 7911 SH SOLE 7911 0 0 TYSON FOODS INC CL A 902494103 953554 14883 SH SOLE 14883 0 0 UIPATH INC CL A 90364P105 276423 24903 SH SOLE 24903 0 0 ULTRAGENYX PHARMACEUTICAL IN COM 90400D108 736078 35135 SH SOLE 35135 0 0 UNDER ARMOUR INC CL A 904311107 234609 39697 SH SOLE 39697 0 0 UNILEVER PLC SPON ADR NEW 904767803 288667 5067 SH SOLE 5067 0 0 UNITED AIRLS HLDGS INC COM 910047109 937181 10179 SH SOLE 10179 0 0 UNITED THERAPEUTICS CORP DEL COM 91307C102 316651 534 SH SOLE 534 0 0 UNITEDHEALTH GROUP INC COM 91324P102 895382 3309 SH SOLE 3309 0 0 UNITY SOFTWARE INC COM 91332U101 364731 16624 SH SOLE 16624 0 0 UNUM GROUP COM 91529Y106 341853 4681 SH SOLE 4681 0 0 UPSTART HLDGS INC COM 91680M107 642225 25038 SH SOLE 25038 0 0 URBAN OUTFITTERS INC COM 917047102 593526 9369 SH SOLE 9369 0 0 UTZ BRANDS INC COM CL A 918090101 268702 33927 SH SOLE 33927 0 0 VAIL RESORTS INC COM 91879Q109 1282045 9991 SH SOLE 9991 0 0 VALVOLINE INC COM 92047W101 260986 7749 SH SOLE 7749 0 0 VEEVA SYS INC CL A COM 922475108 1509973 8596 SH SOLE 8596 0 0 VENTAS INC COM 92276F100 213936 2616 SH SOLE 2616 0 0 VERA 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SPONSORED ADS 92837L109 345653 4580 SH SOLE 4580 0 0 VISTRA CORP COM 92840M102 469781 3125 SH SOLE 3125 0 0 VSE CORP COM 918284100 271806 1474 SH SOLE 1474 0 0 WARRIOR MET COAL INC COM 93627C101 314940 3381 SH SOLE 3381 0 0 WAVE LIFE SCIENCES LTD SHS Y95308105 88059 12146 SH SOLE 12146 0 0 WAYSTAR HLDG CORP COM 946784105 462767 19194 SH SOLE 19194 0 0 WELLS FARGO & CO COM 949746101 1076884 13527 SH SOLE 13527 0 0 WENDYS CO COM 95058W100 1535603 220950 SH SOLE 220950 0 0 WESCO INTL INC COM 95082P105 319041 1166 SH SOLE 1166 0 0 WEST PHARMACEUTICAL SVSC INC COM 955306105 801045 3196 SH SOLE 3196 0 0 WESTERN UN CO COM 959802109 550776 63090 SH SOLE 63090 0 0 WEX INC COM 96208T104 707504 4623 SH SOLE 4623 0 0 WEYERHAEUSER CO COM NEW 962166104 818063 33486 SH SOLE 33486 0 0 WILLIAMS COS INC COM 969457100 1274887 17517 SH SOLE 17517 0 0 WISDOMTREE INC COM 97717P104 181680 12478 SH SOLE 12478 0 0 WOODWARD INC COM 980745103 774181 2163 SH SOLE 2163 0 0 WORKIVA INC COM CL A 98139A105 1660994 27855 SH SOLE 27855 0 0 WW GRAINGER INC COM 384802104 513772 471 SH SOLE 471 0 0 WYNDHAM HOTELS & RESORTS INC COM 98311A105 483806 5956 SH SOLE 5956 0 0 XENON PHARMACEUTICALS INC COM 98420N105 381697 6564 SH SOLE 6564 0 0 XOMETRY INC CLASS A COM 98423F109 498697 12211 SH SOLE 12211 0 0 XPO INC COM 983793100 973917 5006 SH SOLE 5006 0 0 ZAI LAB LTD ADR 98887Q104 273290 14529 SH SOLE 14529 0 0 ZOOM COMMUNICATIONS INC CL A 98980L101 516908 6430 SH SOLE 6430 0 0 ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104 1564236 261578 SH SOLE 261578 0 0 ZURN ELKAY WATER SOLNS CORP COM 98983L108 332713 7420 SH SOLE 7420 0 0