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
ABBVIE INC COM 00287Y109   56,628,524 260,373 SH   SOLE   260,373 0 0
AIRBNB INC COM CL A 009066101   16,838,301 133,341 SH   SOLE   133,341 0 0
ABBOTT LABORATORIES COM 002824100   29,051,811 282,963 SH   SOLE   282,963 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   31,219,769 157,445 SH   SOLE   157,445 0 0
ADOBE INC COM 00724F101   30,999,749 127,529 SH   SOLE   127,529 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   22,938,819 112,899 SH   SOLE   112,899 0 0
GALLAGHER ARTHUR J & CO COM 363576109   21,313,421 98,409 SH   SOLE   98,409 0 0
ALIGN TECHNOLOGY INC COM 016255101   18,818,385 109,773 SH   SOLE   109,773 0 0
ALLEGION PLC ORD SHS G0176J109   15,034,754 103,481 SH   SOLE   103,481 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101   15,799,705 134,971 SH   SOLE   134,971 0 0
AON PLC SHS CL A G0403H108   21,158,552 65,551 SH   SOLE   65,551 0 0
SMITH A O CORP COM 831865209   12,389,598 187,892 SH   SOLE   187,892 0 0
AVERY DENNISON CORP COM 053611109   12,531,042 72,568 SH   SOLE   72,568 0 0
ACUITY INC COM 00508Y102   11,616,240 41,454 SH   SOLE   41,454 0 0
BOOKING HOLDINGS INC COM 09857L108   33,876,235 8,046 SH   SOLE   8,046 0 0
TOPBUILD COR COM 89055F103   14,638,320 41,669 SH   SOLE   41,669 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   14,363,882 88,404 SH   SOLE   88,404 0 0
BROWN & BROWN INC COM 115236101   16,326,171 250,363 SH   SOLE   250,363 0 0
BORGWARNER INC COM 099724106   16,782,184 309,292 SH   SOLE   309,292 0 0
CARDINAL HEALTH INC COM 14149Y108   19,758,633 93,721 SH   SOLE   93,721 0 0
CROWN HLDGS INC COM 228368106   11,812,859 117,834 SH   SOLE   117,834 0 0
CDW CORP COM 12514G108   13,720,885 113,377 SH   SOLE   113,377 0 0
THE CIGNA GROUP COM 125523100   28,559,856 107,066 SH   SOLE   107,066 0 0
COMCAST CORP NEW CL A 20030N101   34,114,606 1,201,266 SH   SOLE   1,201,266 0 0
CENCORA INC COM 03073E105   16,202,713 51,578 SH   SOLE   51,578 0 0
CORPAY INC COM SHS 219948106   12,274,540 42,182 SH   SOLE   42,182 0 0
SALESFORCE INC COM 79466L302   40,082,529 214,724 SH   SOLE   214,724 0 0
CARLISLE COS INC COM 142339100   15,871,972 47,575 SH   SOLE   47,575 0 0
COTERRA ENERGY INC COM 127097103   20,116,280 572,461 SH   SOLE   572,461 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102   19,296,722 314,535 SH   SOLE   314,535 0 0
DOORDASH INC CL A 25809K105   18,182,414 121,095 SH   SOLE   121,095 0 0
DROPBOX INC CL A 26210C104   9,911,986 436,267 SH   SOLE   436,267 0 0
DECKERS OUTDOOR CORP COM 243537107   11,541,378 115,310 SH   SOLE   115,310 0 0
D R HORTON INC COM 23331A109   18,169,986 132,415 SH   SOLE   132,415 0 0
DOCUSIGN INC COM 256163106   14,422,691 304,212 SH   SOLE   304,212 0 0
AMDOCS LTD SHS G02602103   14,737,796 225,832 SH   SOLE   225,832 0 0
EMCOR GROUP INC COM 29084Q100   18,861,606 25,547 SH   SOLE   25,547 0 0
EPAM SYS INC COM 29414B104   10,134,419 74,848 SH   SOLE   74,848 0 0
DIAMONDBACK ENERGY INC COM 25278X109   23,790,181 120,280 SH   SOLE   120,280 0 0
FACTSET RESH SYS INC COM 303075105   15,807,505 72,849 SH   SOLE   72,849 0 0
F5 INC COM 315616102   14,931,743 51,608 SH   SOLE   51,608 0 0
TECHNIPFMC PLC COM G87110105   17,840,033 258,065 SH   SOLE   258,065 0 0
FORTIVE CORP COM 34959J108   15,346,115 277,607 SH   SOLE   277,607 0 0
GENERAL DYNAMICS CORP COM 369550108   20,174,128 58,779 SH   SOLE   58,779 0 0
GODADDY INC CL A 380237107   17,123,189 207,127 SH   SOLE   207,127 0 0
GLOBAL PMTS INC COM 37940X102   15,586,209 231,593 SH   SOLE   231,593 0 0
ICON PLC SHS G4705A100   17,026,701 153,865 SH   SOLE   153,865 0 0
INCYTE CORP COM 45337C102   16,945,741 180,044 SH   SOLE   180,044 0 0
GARTNER INC COM 366651107   14,952,046 94,430 SH   SOLE   94,430 0 0
JABIL INC COM 466313103   17,212,558 64,799 SH   SOLE   64,799 0 0
KROGER CO COM 501044101   20,043,865 277,002 SH   SOLE   277,002 0 0
LENNOX INTL INC COM 526107107   12,306,407 26,515 SH   SOLE   26,515 0 0
LKQ CORP COM 501889208   14,946,452 508,902 SH   SOLE   508,902 0 0
MASCO CORP COM 574599106   10,995,973 182,143 SH   SOLE   182,143 0 0
MCKESSON CORP COM 58155Q103   22,067,545 25,501 SH   SOLE   25,501 0 0
MEDPACE HLDGS INC COM 58506Q109   15,733,425 32,765 SH   SOLE   32,765 0 0
ALTRIA GROUP INC COM 02209S103   27,177,520 411,843 SH   SOLE   411,843 0 0
MARATHON PETE CORP COM 56585A102   28,021,608 114,758 SH   SOLE   114,758 0 0
MERCK & CO INC COM 58933Y105   53,759,405 446,915 SH   SOLE   446,915 0 0
MARSH & MCLENNAN COS INC COM 571748102   23,842,437 137,460 SH   SOLE   137,460 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109   12,286,204 93,261 SH   SOLE   93,261 0 0
NETAPP INC COM 64110D104   12,249,018 119,631 SH   SOLE   119,631 0 0
NUTANIX INC CL A 67059N108   13,999,197 368,303 SH   SOLE   368,303 0 0
NVR INC COM 62944T105   12,243,904 1,858 SH   SOLE   1,858 0 0
OWENS CORNING NEW COM 690742101   14,518,687 134,159 SH   SOLE   134,159 0 0
OMNICOM GROUP INC COM 681919106   20,082,240 266,661 SH   SOLE   266,661 0 0
ON SEMICONDUCTOR CORP COM 682189105   16,168,922 261,126 SH   SOLE   261,126 0 0
PAYCHEX INC COM 704326107   14,032,455 152,328 SH   SOLE   152,328 0 0
PACCAR INC COM 693718108   20,507,372 177,553 SH   SOLE   177,553 0 0
PULTE GROUP INC COM 745867101   16,812,114 142,948 SH   SOLE   142,948 0 0
PINTEREST INC CL A 72352L106   15,312,781 834,939 SH   SOLE   834,939 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   22,421,306 1,051,656 SH   SOLE   1,051,656 0 0
PAYPAL HLDGS INC COM 70450Y103   24,224,283 535,580 SH   SOLE   535,580 0 0
QUALCOMM INC COM 747525103   32,654,358 253,567 SH   SOLE   253,567 0 0
REDDIT INC CL A 75734B100   15,857,596 117,769 SH   SOLE   117,769 0 0
REGENERON PHARMACEUTICALS COM 75886F107   22,074,325 28,570 SH   SOLE   28,570 0 0
ROYAL GOLD INC COM 780287108   15,942,272 62,644 SH   SOLE   62,644 0 0
RESMED INC COM 761152107   15,118,504 67,349 SH   SOLE   67,349 0 0
ROPER TECHNOLOGIES INC COM 776696106   19,146,303 54,107 SH   SOLE   54,107 0 0
SNAP ON INC COM 833034101   15,468,813 42,588 SH   SOLE   42,588 0 0
SS&C TECH HLDGS COM 78467J100   12,911,343 191,081 SH   SOLE   191,081 0 0
CONSTELLATION BRANDS INC CL A 21036P108   18,378,300 122,522 SH   SOLE   122,522 0 0
TE CONNECTIVITY PLC ORD SHS G87052109   17,651,739 84,450 SH   SOLE   84,450 0 0
T-MOBILE US INC COM 872590104   37,295,867 177,574 SH   SOLE   177,574 0 0
TOLL BROTHERS INC COM 889478103   14,680,760 107,575 SH   SOLE   107,575 0 0
TOAST INC CL A 888787108   14,265,561 538,120 SH   SOLE   538,120 0 0
TRANSUNION COM 89400J107   15,023,294 217,131 SH   SOLE   217,131 0 0
TORO CO COM 891092108   14,351,450 153,590 SH   SOLE   153,590 0 0
THE TRADE DESK INC COM CL A 88339J105   12,039,314 530,600 SH   SOLE   530,600 0 0
TEXTRON INC COM 883203101   16,706,886 190,805 SH   SOLE   190,805 0 0
UBER TECHNOLOGIES INC COM 90353T100   34,256,591 476,249 SH   SOLE   476,249 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100   13,383,019 74,778 SH   SOLE   74,778 0 0
UNITEDHEALTH GROUP INC COM 91324P102   17,880,587 66,080 SH   SOLE   66,080 0 0
VEEVA SYS INC CL A COM 922475108   15,538,884 88,460 SH   SOLE   88,460 0 0
VISTRA CORP COM 92840M102   18,314,854 121,831 SH   SOLE   121,831 0 0
WORKDAY INC CL A 98138H101   17,279,360 133,000 SH   SOLE   133,000 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104   14,628,343 106,675 SH   SOLE   106,675 0 0
WILLIAMS SONOMA INC COM 969904101   13,525,969 74,184 SH   SOLE   74,184 0 0
ZOOM COMMUNICATIONS INC CL A 98980L101   13,030,495 162,091 SH   SOLE   162,091 0 0
ZOETIS INC CL A 98978V103   19,049,778 161,152 SH   SOLE   161,152 0 0
PROSHARES TR PSHS ULT SEMICDT 74347R669   998,614 998,614 SH   SOLE   998,614 0 0
APA CORPORATION COM 03743Q108   10,865 256 SH   SOLE   256 0 0
ANTERO RESOURCES CORP COM 03674X106   9,719 229 SH   SOLE   229 0 0
BEST BUY INC COM 086516101   9,630 150 SH   SOLE   150 0 0
CHORD ENERGY CORPORATION COM NEW 674215207   427 3 SH   SOLE   3 0 0
CORE & MAIN INC CL A 21874C102   198 4 SH   SOLE   4 0 0
CROCS INC COM 227046109   249 3 SH   SOLE   3 0 0
HF SINCLAIR CORP COM 403949100   312 5 SH   SOLE   5 0 0
DXC TECHNOLOGY CO COM 23355L106   214 17 SH   SOLE   17 0 0
ETSY INC COM 29786A106   150 3 SH   SOLE   3 0 0
FORTUNE BRANDS INNOVATIONS I COM 34964C106   156 4 SH   SOLE   4 0 0
GENPACT LIMITED SHS G3922B107   186 5 SH   SOLE   5 0 0
MOSAIC CO COM 61945C103   204 8 SH   SOLE   8 0 0
MATADOR RES CO COM 576485205   379 6 SH   SOLE   6 0 0
QORVO INC COM 74736K101   155 2 SH   SOLE   2 0 0
RANGE RES CORP COM 75281A109   361 8 SH   SOLE   8 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   268 5 SH   SOLE   5 0 0
VERSANT MEDIA GROUP INC COM CL A 925283103   333 9 SH   SOLE   9 0 0