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 BBG0025Y4RZ3 1,238,507 5,349 SH   SOLE - 5,349 0 0
ACADIA HEALTHCARE COMPANY IN COM 00404A109 BBG001SNNWL7 505,723 20,425 SH   SOLE - 20,425 0 0
ADOBE INC COM 00724F101 BBG001S5NCQ5 5,300,774 15,027 SH   SOLE - 15,027 0 0
ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 710,582 4,392 SH   SOLE - 4,392 0 0
AEHR TEST SYS COM 00760J108 BBG001SB1CS4 216,762 7,199 SH   SOLE - 7,199 0 0
AFFIRM HLDGS INC COM CL A 00827B106 BBG00Y7BP8Z0 679,059 9,292 SH   SOLE - 9,292 0 0
AFLAC INC COM 001055102 BBG001S5NGJ4 345,153 3,090 SH   SOLE - 3,090 0 0
AGNC INVT CORP COM 00123Q104 BBG001T074G2 120,672 12,326 SH   SOLE - 12,326 0 0
AGNICO EAGLE MINES LTD COM 008474108 BBG001S77MK3 1,004,449 5,959 SH   SOLE - 5,959 0 0
AGREE RLTY CORP COM 008492100 BBG001S6RY81 226,689 3,191 SH   SOLE - 3,191 0 0
AIRBNB INC COM CL A 009066101 BBG001Y2XS16 2,603,245 21,440 SH   SOLE - 21,440 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 BBG001S7YHX0 1,340,876 17,699 SH   SOLE - 17,699 0 0
ALAMOS GOLD INC NEW COM CL A 011532108 BBG009HT65S0 305,269 8,757 SH   SOLE - 8,757 0 0
ALBERTSONS COS INC COMMON STOCK 013091103 BBG009KG1741 406,600 23,221 SH   SOLE - 23,221 0 0
ALIGN TECHNOLOGY INC COM 016255101 BBG001SCF1B9 560,234 4,474 SH   SOLE - 4,474 0 0
ALLETE INC COM NEW 018522300 BBG001S77110 242,360 3,650 SH   SOLE - 3,650 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 BBG001V0T5F3 381,451 4,494 SH   SOLE - 4,494 0 0
ALLY FINL INC COM 02005N100 BBG001S5RLN4 311,052 7,935 SH   SOLE - 7,935 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 BBG001S7FTC8 1,239,864 2,719 SH   SOLE - 2,719 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 12,411,471 51,055 SH   SOLE - 51,055 0 0
ALTRIA GROUP INC COM 02209S103 BBG001S5T8T5 1,074,796 16,270 SH   SOLE - 16,270 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 770,252 3,508 SH   SOLE - 3,508 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 BBG003NXJNJ4 380,147 11,433 SH   SOLE - 11,433 0 0
AMERICOLD REALTY TRUST INC COM 03064D108 BBG001SMQ866 255,596 20,882 SH   SOLE - 20,882 0 0
AMERIPRISE FINL INC COM 03076C106 BBG001SK6096 323,734 659 SH   SOLE - 659 0 0
AMETEK INC COM 031100100 BBG001S5NN54 244,024 1,298 SH   SOLE - 1,298 0 0
AMGEN INC COM 031162100 BBG001S5NNL6 1,239,140 4,391 SH   SOLE - 4,391 0 0
AMPHENOL CORP NEW CL A 032095101 BBG001S5NSK6 873,304 7,057 SH   SOLE - 7,057 0 0
AMPRIUS TECHNOLOGIES INC COMMON STOCK 03214Q108 BBG019MBDD16 140,873 13,391 SH   SOLE - 13,391 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 BBG001T53FW2 1,112,084 18,656 SH   SOLE - 18,656 0 0
ANNALY CAPITAL MANAGEMENT IN COM NEW 035710839 BBG001S8J4S0 260,770 12,903 SH   SOLE - 12,903 0 0
API GROUP CORP COM STK 00187Y100 BBG00HVV7984 719,605 20,937 SH   SOLE - 20,937 0 0
APPLIED DIGITAL CORP COM NEW 038169207 BBG001SK4K76 1,013,512 44,181 SH   SOLE - 44,181 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105 BBG001S5NK14 200,486 768 SH   SOLE - 768 0 0
APPLIED MATLS INC COM 038222105 BBG001S5NMM7 1,887,293 9,218 SH   SOLE - 9,218 0 0
APPLOVIN CORP COM CL A 03831W108 BBG006HFPX86 12,066,442 16,793 SH   SOLE - 16,793 0 0
APTARGROUP INC COM 038336103 BBG001S78MT3 225,083 1,684 SH   SOLE - 1,684 0 0
ARES CAPITAL CORP COM 04010L103 BBG001SL96Z9 239,858 11,752 SH   SOLE - 11,752 0 0
ARGENX SE SPONSORED ADR 04016X101 BBG00GHB88Y8 455,812 618 SH   SOLE - 618 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100 BBG002MX7TQ9 299,170 36,708 SH   SOLE - 36,708 0 0
ARROW ELECTRS INC COM 042735100 BBG001S5NVP4 293,909 2,429 SH   SOLE - 2,429 0 0
ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS 00215W100 BBG00KLHLBL3 205,975 18,573 SH   SOLE - 18,573 0 0
ASTERA LABS INC COM 04626A103 BBG00TDKHWK6 6,524,839 33,324 SH   SOLE - 33,324 0 0
AT&T INC COM 00206R102 BBG001S5VWH2 1,766,610 62,557 SH   SOLE - 62,557 0 0
ATLASSIAN CORPORATION CL A 049468101 BBG01BGWHFS4 1,948,021 12,198 SH   SOLE - 12,198 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 BBG001S82KF6 1,115,300 3,800 SH   SOLE - 3,800 0 0
AUTONATION INC COM 05329W102 BBG001S5NQB0 627,870 2,870 SH   SOLE - 2,870 0 0
AVALONBAY CMNTYS INC COM 053484101 BBG001S7J2H8 1,878,578 9,725 SH   SOLE - 9,725 0 0
AVANTOR INC COM 05352A100 BBG00G2HHYF5 464,244 37,199 SH   SOLE - 37,199 0 0
AVERY DENNISON CORP COM 053611109 BBG001S5NZM8 463,806 2,860 SH   SOLE - 2,860 0 0
AVNET INC COM 053807103 BBG001S5NZJ2 314,935 6,024 SH   SOLE - 6,024 0 0
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 2,752,842 53,360 SH   SOLE - 53,360 0 0
BANK NEW YORK MELLON CORP COM 064058100 BBG001S5P6Q6 578,251 5,307 SH   SOLE - 5,307 0 0
BARRICK MNG CORP COM SHS 06849F108 BBG001S5N9P3 4,580,001 139,762 SH   SOLE - 139,762 0 0
BAXTER INTL INC COM 071813109 BBG001S5P1K3 851,507 37,396 SH   SOLE - 37,396 0 0
BECTON DICKINSON & CO COM 075887109 BBG001S5P374 203,641 1,088 SH   SOLE - 1,088 0 0
BELLRING BRANDS INC COMMON STOCK 07831C103 BBG013QNJHW0 595,086 16,371 SH   SOLE - 16,371 0 0
BENTLEY SYS INC COM CL B 08265T208 BBG001SBWGV7 441,595 8,578 SH   SOLE - 8,578 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 4,403,500 8,759 SH   SOLE - 8,759 0 0
BEST BUY INC COM 086516101 BBG001S5P285 1,122,881 14,849 SH   SOLE - 14,849 0 0
BIO-TECHNE CORP COM 09073M104 BBG001S66C28 582,001 10,462 SH   SOLE - 10,462 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 BBG00FQ8T4M6 2,555,516 27,405 SH   SOLE - 27,405 0 0
BLACKROCK INC COM 09290D101 BBG01PSW2WR0 296,131 254 SH   SOLE - 254 0 0
BLOCK H & R INC COM 093671105 BBG001S5S031 496,648 9,821 SH   SOLE - 9,821 0 0
BLOOM ENERGY CORP COM CL A 093712107 BBG001T53509 2,340,982 27,681 SH   SOLE - 27,681 0 0
BLOOMIN BRANDS INC COM 094235108 BBG002VZ69Q9 93,819 13,085 SH   SOLE - 13,085 0 0
BLUE OWL CAPITAL CORPORATION COM 69121K104 BBG00DB0XYD3 178,742 13,997 SH   SOLE - 13,997 0 0
BLUE OWL CAPITAL INC COM CL A 09581B103 BBG00XV417S7 444,700 26,267 SH   SOLE - 26,267 0 0
BOOKING HOLDINGS INC COM 09857L108 BBG001S89N72 1,581,986 293 SH   SOLE - 293 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 BBG001T91S76 1,069,865 10,704 SH   SOLE - 10,704 0 0
BRAZE INC COM CL A 10576N102 BBG00294NX54 263,212 9,255 SH   SOLE - 9,255 0 0
BRIDGEBIO PHARMA INC COM 10806X102 BBG00P9KDZL5 577,365 11,116 SH   SOLE - 11,116 0 0
BRINKER INTL INC COM 109641100 BBG001S5RFV8 1,045,490 8,253 SH   SOLE - 8,253 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 BBG001S8N8J6 1,241,423 27,526 SH   SOLE - 27,526 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 BBG001S6VV46 1,456,940 27,448 SH   SOLE - 27,448 0 0
BROWN & BROWN INC COM 115236101 BBG001S5XFN0 2,669,545 28,463 SH   SOLE - 28,463 0 0
BRUKER CORP COM 116794108 BBG001SF69P0 544,402 16,756 SH   SOLE - 16,756 0 0
BXP INC COM 101121101 BBG001S9TWV1 1,055,554 14,199 SH   SOLE - 14,199 0 0
CAMDEN PPTY TR SH BEN INT 133131102 BBG001S5Q6V9 601,171 5,630 SH   SOLE - 5,630 0 0
CAMECO CORP COM 13321L108 BBG001S5Y5S6 537,039 6,404 SH   SOLE - 6,404 0 0
CAMPING WORLD HLDGS INC CL A 13462K109 BBG00D2Z7X92 192,101 12,166 SH   SOLE - 12,166 0 0
CANADIAN NAT RES LTD COM 136385101 BBG001S5YC56 866,563 27,114 SH   SOLE - 27,114 0 0
CARLYLE GROUP INC COM 14316J108 BBG001S7JM84 255,628 4,077 SH   SOLE - 4,077 0 0
CARTERS INC COM 146229109 BBG001SCJ3Q5 267,526 9,480 SH   SOLE - 9,480 0 0
CATERPILLAR INC COM 149123101 BBG001S5PJ06 282,950 593 SH   SOLE - 593 0 0
CAVA GROUP INC COM 148929102 BBG00GBR8762 431,811 7,148 SH   SOLE - 7,148 0 0
CBRE GROUP INC CL A 12504L109 BBG001SC2D27 496,472 3,151 SH   SOLE - 3,151 0 0
CDW CORP COM 12514G108 BBG001V18TB6 1,341,297 8,421 SH   SOLE - 8,421 0 0
CELANESE CORP DEL COM 150870103 BBG001SJDDG5 507,779 12,067 SH   SOLE - 12,067 0 0
CELCUITY INC COM 15102K100 BBG00HKBW054 247,692 5,014 SH   SOLE - 5,014 0 0
CENTRUS ENERGY CORP CL A 15643U104 BBG001S9F7B3 775,795 2,502 SH   SOLE - 2,502 0 0
CF INDS HLDGS INC COM 125269100 BBG001SJ8KV8 534,164 5,955 SH   SOLE - 5,955 0 0
CHARLES RIV LABS INTL INC COM 159864107 BBG001S7Q271 365,647 2,337 SH   SOLE - 2,337 0 0
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 1,074,452 6,919 SH   SOLE - 6,919 0 0
CHOICE HOTELS INTL INC COM 169905106 BBG001S997X6 255,408 2,389 SH   SOLE - 2,389 0 0
CHURCH & DWIGHT CO INC COM 171340102 BBG001S5PR99 1,908,143 21,775 SH   SOLE - 21,775 0 0
CHURCHILL DOWNS INC COM 171484108 BBG001S67Z80 275,605 2,841 SH   SOLE - 2,841 0 0
CIENA CORP COM NEW 171779309 BBG001S61J73 2,308,870 15,850 SH   SOLE - 15,850 0 0
CINTAS CORP COM 172908105 BBG001S7CRG1 235,844 1,149 SH   SOLE - 1,149 0 0
CIPHER MINING INC COM 17253J106 BBG00XYHY0L1 1,606,723 127,619 SH   SOLE - 127,619 0 0
CISCO SYS INC COM 17275R102 BBG001S6HC62 2,024,685 29,592 SH   SOLE - 29,592 0 0
CITIGROUP INC COM NEW 172967424 BBG001S72ZG4 2,978,112 29,341 SH   SOLE - 29,341 0 0
CITIZENS FINL GROUP INC COM 174610105 BBG006Q0HZT0 783,206 14,733 SH   SOLE - 14,733 0 0
CLEANSPARK INC COM NEW 18452B209 BBG001S7F576 450,849 31,093 SH   SOLE - 31,093 0 0
CLEARWATER ANALYTICS HLDGS I CL A 185123106 BBG012C765M3 479,206 26,593 SH   SOLE - 26,593 0 0
CLOROX CO DEL COM 189054109 BBG001S5PX50 962,850 7,809 SH   SOLE - 7,809 0 0
CLOUDFLARE INC CL A COM 18915M107 BBG001WMKHJ3 2,657,053 12,382 SH   SOLE - 12,382 0 0
CMS ENERGY CORP COM 125896100 BBG001S5PYJ3 411,501 5,617 SH   SOLE - 5,617 0 0
COCA COLA CO COM 191216100 BBG001S5SMQ8 5,990,288 90,324 SH   SOLE - 90,324 0 0
COEUR MNG INC COM NEW 192108504 BBG001S5PM54 369,891 19,717 SH   SOLE - 19,717 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 BBG001S5STN6 261,036 3,892 SH   SOLE - 3,892 0 0
COLGATE PALMOLIVE CO COM 194162103 BBG001S5PVM5 4,772,098 59,696 SH   SOLE - 59,696 0 0
COLUMBIA BKG SYS INC COM 197236102 BBG001S72GJ3 258,944 10,060 SH   SOLE - 10,060 0 0
COLUMBIA SPORTSWEAR CO COM 198516106 BBG001S90WD2 250,935 4,798 SH   SOLE - 4,798 0 0
COMCAST CORP NEW CL A 20030N101 BBG001S5PXL2 1,036,797 32,998 SH   SOLE - 32,998 0 0
COMERICA INC COM 200340107 BBG001S6PXB1 414,066 6,043 SH   SOLE - 6,043 0 0
CONAGRA BRANDS INC COM 205887102 BBG001S5PGY5 447,844 24,459 SH   SOLE - 24,459 0 0
CONFLUENT INC CLASS A COM 20717M103 BBG007HWGYS3 208,553 10,533 SH   SOLE - 10,533 0 0
CONSOLIDATED EDISON INC COM 209115104 BBG001S5QRL4 1,182,316 11,762 SH   SOLE - 11,762 0 0
COOPER COS INC COM 216648501 BBG001S5Q1H6 1,203,159 17,549 SH   SOLE - 17,549 0 0
CORNING INC COM 219350105 BBG001S5RLH1 987,723 12,041 SH   SOLE - 12,041 0 0
CORPAY INC COM SHS 219948106 BBG001SHC7K8 1,212,733 4,210 SH   SOLE - 4,210 0 0
CORTEVA INC COM 22052L104 BBG00BN969D0 1,132,261 16,742 SH   SOLE - 16,742 0 0
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 2,780,593 3,004 SH   SOLE - 3,004 0 0
COTERRA ENERGY INC COM 127097103 BBG001S6H6Y4 454,719 19,227 SH   SOLE - 19,227 0 0
COUPANG INC CL A 22266T109 BBG00XMJRPR7 441,591 13,714 SH   SOLE - 13,714 0 0
DAVITA INC COM 23918K108 BBG001SB5DZ0 917,999 6,909 SH   SOLE - 6,909 0 0
DEERE & CO COM 244199105 BBG001S5QFF7 930,067 2,034 SH   SOLE - 2,034 0 0
DELL TECHNOLOGIES INC CL C 24703L202 BBG00DW3SZT0 767,259 5,412 SH   SOLE - 5,412 0 0
DENTSPLY SIRONA INC COM 24906P109 BBG001S5XLV8 284,637 22,430 SH   SOLE - 22,430 0 0
DICKS SPORTING GOODS INC COM 253393102 BBG001SK2651 1,250,876 5,629 SH   SOLE - 5,629 0 0
DILLARDS INC CL A 254067101 BBG001S5VNW5 406,171 661 SH   SOLE - 661 0 0
DISNEY WALT CO COM 254687106 BBG001S5QHF3 1,596,588 13,944 SH   SOLE - 13,944 0 0
DOCUSIGN INC COM 256163106 BBG001T535D5 579,027 8,032 SH   SOLE - 8,032 0 0
DOLLAR GEN CORP NEW COM 256677105 BBG001T5BM30 498,974 4,828 SH   SOLE - 4,828 0 0
DOMINOS PIZZA INC COM 25754A201 BBG001SL3ZH1 812,478 1,882 SH   SOLE - 1,882 0 0
DOORDASH INC CL A 25809K105 BBG005D7QCK1 4,995,096 18,365 SH   SOLE - 18,365 0 0
DOVER CORP COM 260003108 BBG001S5QL46 848,998 5,089 SH   SOLE - 5,089 0 0
DOW INC COM 260557103 BBG00BN96931 581,688 25,368 SH   SOLE - 25,368 0 0
DOXIMITY INC CL A 26622P107 BBG0026ZJQY6 867,413 11,858 SH   SOLE - 11,858 0 0
DROPBOX INC CL A 26210C104 BBG001TFLWN3 228,267 7,556 SH   SOLE - 7,556 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 BBG001S5QNR7 884,194 7,145 SH   SOLE - 7,145 0 0
EASTMAN CHEM CO COM 277432100 BBG001S7JNP3 540,780 8,577 SH   SOLE - 8,577 0 0
ECHOSTAR CORP CL A 278768106 BBG001T048Z5 3,703,460 48,500 SH   SOLE - 48,500 0 0
ELI LILLY & CO COM 532457108 BBG001S5STL8 1,241,401 1,627 SH   SOLE - 1,627 0 0
EMERSON ELEC CO COM 291011104 BBG001S5QVT7 1,639,881 12,501 SH   SOLE - 12,501 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100 BBG001SDHNW4 595,521 34,704 SH   SOLE - 34,704 0 0
ENPHASE ENERGY INC COM 29355A107 BBG001V28NC6 2,145,625 60,628 SH   SOLE - 60,628 0 0
ENTERGY CORP NEW COM 29364G103 BBG001S67KF5 616,265 6,613 SH   SOLE - 6,613 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 BBG001S9P0Z1 1,365,061 43,654 SH   SOLE - 43,654 0 0
EQUIFAX INC COM 294429105 BBG001S5QSK3 580,784 2,264 SH   SOLE - 2,264 0 0
EQUINOX GOLD CORP COM 29446Y502 BBG001SSK0K0 1,242,177 110,711 SH   SOLE - 110,711 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 BBG001S5T5G5 298,280 4,914 SH   SOLE - 4,914 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 BBG001S723L9 966,678 14,934 SH   SOLE - 14,934 0 0
ESAB CORPORATION COM 29605J106 BBG0028ZMP54 554,789 4,965 SH   SOLE - 4,965 0 0
ESSENTIAL PPTYS RLTY TR INC COM 29670E107 BBG00L17LH87 220,075 7,395 SH   SOLE - 7,395 0 0
ESSEX PPTY TR INC COM 297178105 BBG001S81418 529,699 1,979 SH   SOLE - 1,979 0 0
EXACT SCIENCES CORP COM 30063P105 BBG001SGCLB9 501,034 9,158 SH   SOLE - 9,158 0 0
EXLSERVICE HOLDINGS INC COM 302081104 BBG001SKWX40 350,127 7,952 SH   SOLE - 7,952 0 0
EXPEDIA GROUP INC COM NEW 30212P303 BBG001SP8VM0 328,320 1,536 SH   SOLE - 1,536 0 0
EXTRA SPACE STORAGE INC COM 30225T102 BBG001SLSXK5 966,567 6,858 SH   SOLE - 6,858 0 0
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 7,417,033 65,783 SH   SOLE - 65,783 0 0
FEDERAL RLTY INVT TR NEW SH BEN INT NEW 313745101 BBG001S5RC36 211,029 2,083 SH   SOLE - 2,083 0 0
FEDEX CORP COM 31428X106 BBG001S5R3M5 2,193,740 9,303 SH   SOLE - 9,303 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 BBG01NMRD786 2,085,225 9,285 SH   SOLE - 9,285 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 BBG001S8SWQ0 594,317 9,013 SH   SOLE - 9,013 0 0
FIFTH THIRD BANCORP COM 316773100 BBG001S5R6S2 900,890 20,222 SH   SOLE - 20,222 0 0
FIRST HORIZON CORPORATION COM 320517105 BBG001SCW8R8 858,434 37,967 SH   SOLE - 37,967 0 0
FISERV INC COM 337738108 BBG001S5R6Q4 9,722,482 75,409 SH   SOLE - 75,409 0 0
FLOWERS FOODS INC COM 343498101 BBG001S5R7L7 202,614 15,526 SH   SOLE - 15,526 0 0
FLUENCE ENERGY INC COM CL A 34379V103 BBG012QSDTD2 122,321 11,326 SH   SOLE - 11,326 0 0
FMC CORP COM NEW 302491303 BBG001S5R880 244,927 7,283 SH   SOLE - 7,283 0 0
FORD MTR CO COM 345370860 BBG001S5TZ33 368,894 30,844 SH   SOLE - 30,844 0 0
FORTIVE CORP COM 34959J108 BBG00BLVZ237 660,777 13,488 SH   SOLE - 13,488 0 0
FOX CORP CL A COM 35137L105 BBG00JHNJX06 741,459 11,758 SH   SOLE - 11,758 0 0
FRESHPET INC COM 358039105 BBG001V04FM0 405,224 7,353 SH   SOLE - 7,353 0 0
FRONTIER COMMUNICATIONS PARE COM 35909D109 BBG010MVVVX6 1,712,161 45,841 SH   SOLE - 45,841 0 0
FUBOTV INC COM 35953D104 BBG002CV4QZ3 63,134 15,213 SH   SOLE - 15,213 0 0
GALLAGHER ARTHUR J & CO COM 363576109 BBG001S5NKC2 1,118,781 3,612 SH   SOLE - 3,612 0 0
GAMESTOP CORP NEW CL A 36467W109 BBG001S5RLR0 1,948,610 71,430 SH   SOLE - 71,430 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 BBG003MSMCT5 321,795 6,904 SH   SOLE - 6,904 0 0
GAP INC COM 364760108 BBG001S5RNN0 457,447 21,386 SH   SOLE - 21,386 0 0
GE AEROSPACE COM NEW 369604301 BBG001S5PVD5 3,130,935 10,408 SH   SOLE - 10,408 0 0
GE VERNOVA INC COM 36828A101 BBG013G17W77 6,275,669 10,206 SH   SOLE - 10,206 0 0
GENERAL MLS INC COM 370334104 BBG001S5RKR2 1,069,207 21,206 SH   SOLE - 21,206 0 0
GENERAL MTRS CO COM 37045V100 BBG001SM1DK6 3,061,121 50,207 SH   SOLE - 50,207 0 0
GILEAD SCIENCES INC COM 375558103 BBG001S6Y1X7 255,966 2,306 SH   SOLE - 2,306 0 0
GITLAB INC CLASS A COM 37637K108 BBG00DHTYPJ6 368,845 8,182 SH   SOLE - 8,182 0 0
GLAUKOS CORP COM 377322102 BBG001T91NX8 338,106 4,146 SH   SOLE - 4,146 0 0
GLOBUS MED INC CL A 379577208 BBG002V87T57 575,850 10,055 SH   SOLE - 10,055 0 0
GODADDY INC CL A 380237107 BBG006MDLXZ9 2,525,198 18,455 SH   SOLE - 18,455 0 0
GOLD FIELDS LTD SPONSORED ADR 38059T106 BBG001S93ZM2 687,095 16,375 SH   SOLE - 16,375 0 0
GRACO INC COM 384109104 BBG001S5RK56 250,462 2,948 SH   SOLE - 2,948 0 0
GRAINGER W W INC COM 384802104 BBG001S5RRD2 2,074,594 2,177 SH   SOLE - 2,177 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 BBG001S90195 567,941 29,021 SH   SOLE - 29,021 0 0
HALOZYME THERAPEUTICS INC COM 40637H109 BBG001SGX585 1,234,459 16,832 SH   SOLE - 16,832 0 0
HANCOCK WHITNEY CORPORATION COM 410120109 BBG001S6S985 278,865 4,454 SH   SOLE - 4,454 0 0
HASBRO INC COM 418056107 BBG001S5RSQ6 457,679 6,034 SH   SOLE - 6,034 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 BBG001SJB7J7 405,684 11,876 SH   SOLE - 11,876 0 0
HECLA MNG CO COM 422704106 BBG001S5RXF7 2,786,424 230,283 SH   SOLE - 230,283 0 0
HENRY JACK & ASSOC INC COM 426281101 BBG001S5SHB5 274,031 1,840 SH   SOLE - 1,840 0 0
HENRY SCHEIN INC COM 806407102 BBG001S6S7F1 317,713 4,787 SH   SOLE - 4,787 0 0
HOME DEPOT INC COM 437076102 BBG001S5RTW7 1,999,613 4,935 SH   SOLE - 4,935 0 0
HP INC COM 40434L105 BBG001S6W7N7 217,023 7,970 SH   SOLE - 7,970 0 0
HUDBAY MINERALS INC COM 443628102 BBG001SL27N7 520,701 34,347 SH   SOLE - 34,347 0 0
HUNT J B TRANS SVCS INC COM 445658107 BBG001S5SFY4 874,252 6,516 SH   SOLE - 6,516 0 0
HUNTINGTON BANCSHARES INC COM 446150104 BBG001S5RSZ6 806,993 46,728 SH   SOLE - 46,728 0 0
HUT 8 CORP COM 44812J104 BBG00390LJJ8 1,037,094 29,793 SH   SOLE - 29,793 0 0
IAMGOLD CORP COM 450913108 BBG001S8SMV6 1,279,747 98,975 SH   SOLE - 98,975 0 0
ICICI BANK LIMITED ADR 45104G104 BBG001SCD3Z1 1,426,282 47,181 SH   SOLE - 47,181 0 0
ICU MED INC COM 44930G107 BBG001S712B3 208,371 1,737 SH   SOLE - 1,737 0 0
IDEX CORP COM 45167R104 BBG001S67N14 842,283 5,175 SH   SOLE - 5,175 0 0
ILLINOIS TOOL WKS INC COM 452308109 BBG001S5SDX0 389,575 1,494 SH   SOLE - 1,494 0 0
INCYTE CORP COM 45337C102 BBG001S8Q6N2 364,768 4,301 SH   SOLE - 4,301 0 0
INFOSYS LTD SPONSORED ADR 456788108 BBG001S6ZLV4 966,552 59,407 SH   SOLE - 59,407 0 0
INGERSOLL RAND INC COM 45687V106 BBG002R1CW36 1,268,217 15,350 SH   SOLE - 15,350 0 0
INGREDION INC COM 457187102 BBG001SBH4X9 655,120 5,365 SH   SOLE - 5,365 0 0
INNODATA INC COM NEW 457642205 BBG001S7DVN3 654,478 8,492 SH   SOLE - 8,492 0 0
INSIGHT ENTERPRISES INC COM 45765U103 BBG001S7LHJ0 236,687 2,087 SH   SOLE - 2,087 0 0
INSPIRE MED SYS INC COM 457730109 BBG00209SZK5 662,458 8,928 SH   SOLE - 8,928 0 0
INSTALLED BLDG PRODS INC COM 45780R101 BBG005TJKF09 466,681 1,892 SH   SOLE - 1,892 0 0
INTEGER HLDGS CORP COM 45826H109 BBG001SFBS27 318,463 3,082 SH   SOLE - 3,082 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 BBG001SDJ4R0 367,286 2,180 SH   SOLE - 2,180 0 0
INTERDIGITAL INC COM 45867G101 BBG001S8DV79 551,332 1,597 SH   SOLE - 1,597 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 BBG001S5S5F7 1,238,554 20,126 SH   SOLE - 20,126 0 0
INTERNATIONAL PAPER CO COM 460146103 BBG001S5SBF4 1,141,765 24,607 SH   SOLE - 24,607 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 BBG001S7XR78 4,745,110 10,610 SH   SOLE - 10,610 0 0
IONQ INC COM 46222L108 BBG00XZP0LC3 1,887,374 30,689 SH   SOLE - 30,689 0 0
JABIL INC COM 466313103 BBG001S7RB70 529,026 2,436 SH   SOLE - 2,436 0 0
JACKSON FINANCIAL INC COM CL A 46817M107 BBG00922Y611 303,083 2,994 SH   SOLE - 2,994 0 0
JONES LANG LASALLE INC COM 48020Q107 BBG001SCLGS1 666,656 2,235 SH   SOLE - 2,235 0 0
KELLANOVA COM 487836108 BBG001S5SJL0 1,789,266 21,815 SH   SOLE - 21,815 0 0
KEMPER CORP COM 488401100 BBG001SD3BG3 337,189 6,541 SH   SOLE - 6,541 0 0
KEYCORP COM 493267108 BBG001S5SKV6 2,206,336 118,049 SH   SOLE - 118,049 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 BBG0059FN820 630,062 3,602 SH   SOLE - 3,602 0 0
KIMBERLY-CLARK CORP COM 494368103 BBG001S5SLZ0 725,027 5,831 SH   SOLE - 5,831 0 0
KIMCO RLTY CORP COM 49446R109 BBG001S70279 207,378 9,491 SH   SOLE - 9,491 0 0
KINDER MORGAN INC DEL COM 49456B101 BBG001TG2YZ5 2,275,784 80,388 SH   SOLE - 80,388 0 0
KINROSS GOLD CORP COM 496902404 BBG001S5R0C2 2,059,817 82,890 SH   SOLE - 82,890 0 0
KIRBY CORP COM 497266106 BBG001S5SKT9 364,009 4,362 SH   SOLE - 4,362 0 0
KLA CORP COM NEW 482480100 BBG001S5SLM4 772,278 716 SH   SOLE - 716 0 0
KRAFT HEINZ CO COM 500754106 BBG005CPNTR1 483,537 18,569 SH   SOLE - 18,569 0 0
LAM RESEARCH CORP COM NEW 512807306 BBG001S5SW40 713,687 5,330 SH   SOLE - 5,330 0 0
LAMAR ADVERTISING CO NEW CL A 512816109 BBG001S8KJC2 447,078 3,652 SH   SOLE - 3,652 0 0
LANTHEUS HLDGS INC COM 516544103 BBG006Q52RF8 699,955 13,647 SH   SOLE - 13,647 0 0
LATAM AIRLINES GROUP SA SPONSORED ADR 51817R205 BBG01PDH59W1 586,802 12,968 SH   SOLE - 12,968 0 0
LAUDER ESTEE COS INC CL A 518439104 BBG001S8L5H6 772,460 8,766 SH   SOLE - 8,766 0 0
LENNOX INTL INC COM 526107107 BBG001S5SST2 1,490,678 2,816 SH   SOLE - 2,816 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755 BBG01HLMBDC5 313,037 2,997 SH   SOLE - 2,997 0 0
LIFE360 INC COM 532206109 BBG00256NGD1 406,279 3,822 SH   SOLE - 3,822 0 0
LINCOLN ELEC HLDGS INC COM 533900106 BBG001S5TV87 213,426 905 SH   SOLE - 905 0 0
LKQ CORP COM 501889208 BBG001SCCPJ1 503,299 16,480 SH   SOLE - 16,480 0 0
LOWES COS INC COM 548661107 BBG001S5SVL3 1,505,096 5,989 SH   SOLE - 5,989 0 0
LULULEMON ATHLETICA INC COM 550021109 BBG001STBM75 6,958,842 39,110 SH   SOLE - 39,110 0 0
LUMENTUM HLDGS INC COM 55024U109 BBG0073F9RS8 1,161,912 7,141 SH   SOLE - 7,141 0 0
LYFT INC CL A COM 55087P104 BBG004M9ZHY4 2,203,971 100,135 SH   SOLE - 100,135 0 0
M & T BK CORP COM 55261F104 BBG001S7S2B4 430,219 2,177 SH   SOLE - 2,177 0 0
MADRIGAL PHARMACEUTICALS INC COM 558868105 BBG001SNKQ42 1,148,026 2,503 SH   SOLE - 2,503 0 0
MARA HOLDINGS INC COM 565788106 BBG001V0L7T2 3,483,898 190,794 SH   SOLE - 190,794 0 0
MARATHON PETE CORP COM 56585A102 BBG001S169P1 1,898,682 9,851 SH   SOLE - 9,851 0 0
MARRIOTT INTL INC NEW CL A 571903202 BBG001S78K44 522,443 2,006 SH   SOLE - 2,006 0 0
MARSH & MCLENNAN COS INC COM 571748102 BBG001S5T7M4 2,306,914 11,447 SH   SOLE - 11,447 0 0
MASIMO CORP COM 574795100 BBG001S71GQ6 534,426 3,622 SH   SOLE - 3,622 0 0
MCCORMICK & CO INC COM NON VTG 579780206 BBG001S79S19 351,746 5,257 SH   SOLE - 5,257 0 0
MERCADOLIBRE INC COM 58733R102 BBG001SM32G3 474,399 203 SH   SOLE - 203 0 0
MERIT MED SYS INC COM 589889104 BBG001S6KLT3 364,547 4,380 SH   SOLE - 4,380 0 0
METLIFE INC COM 59156R108 BBG001S5T3R8 1,623,183 19,706 SH   SOLE - 19,706 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 BBG001S787B5 960,346 14,954 SH   SOLE - 14,954 0 0
MICRON TECHNOLOGY INC COM 595112103 BBG001S6P675 1,516,254 9,062 SH   SOLE - 9,062 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 12,412,672 23,965 SH   SOLE - 23,965 0 0
MID-AMER APT CMNTYS INC COM 59522J103 BBG001S7HZ69 670,145 4,796 SH   SOLE - 4,796 0 0
MIDDLEBY CORP COM 596278101 BBG001S8N9X8 659,333 4,960 SH   SOLE - 4,960 0 0
MINERALYS THERAPEUTICS INC COM 603170101 BBG00ZXN1GR9 239,844 6,325 SH   SOLE - 6,325 0 0
MIRION TECHNOLOGIES INC COM CL A 60471A101 BBG00VHJ1KB3 219,481 9,436 SH   SOLE - 9,436 0 0
MIRUM PHARMACEUTICALS INC COM 604749101 BBG00MH7T2N6 376,813 5,140 SH   SOLE - 5,140 0 0
MORNINGSTAR INC COM 617700109 BBG001SC6FV6 273,076 1,177 SH   SOLE - 1,177 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 BBG001S5T9L1 329,249 720 SH   SOLE - 720 0 0
MP MATERIALS CORP COM CL A 553368101 BBG00TJGL0T5 1,256,959 18,741 SH   SOLE - 18,741 0 0
MPLX LP COM UNIT REP LTD 55336V100 BBG0035TJHL3 625,424 12,521 SH   SOLE - 12,521 0 0
MR COOPER GROUP INC COM 62482R107 BBG002V09956 924,736 4,387 SH   SOLE - 4,387 0 0
MSCI INC COM 55354G100 BBG001SV8B05 1,072,405 1,890 SH   SOLE - 1,890 0 0
MUELLER INDS INC COM 624756102 BBG001S6PVC4 541,141 5,352 SH   SOLE - 5,352 0 0
MURPHY USA INC COM 626755102 BBG001Z0Q6V2 408,061 1,051 SH   SOLE - 1,051 0 0
NAVITAS SEMICONDUCTOR CORP COM 63942X106 BBG00YQ6KTM3 98,589 13,655 SH   SOLE - 13,655 0 0
NEOGEN CORP COM 640491106 BBG001S67B47 146,513 25,659 SH   SOLE - 25,659 0 0
NEW GOLD INC CDA COM 644535106 BBG001S5YM54 476,091 66,308 SH   SOLE - 66,308 0 0
NEWELL BRANDS INC COM 651229106 BBG001S5TSW7 64,955 12,396 SH   SOLE - 12,396 0 0
NEWS CORP NEW CL A 65249B109 BBG0035LY922 890,621 29,001 SH   SOLE - 29,001 0 0
NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 345,518 4,577 SH   SOLE - 4,577 0 0
NEXTRACKER INC CLASS A COM 65290E101 BBG00835TQ17 247,423 3,344 SH   SOLE - 3,344 0 0
NICE LTD SPONSORED ADR 653656108 BBG001S9RK49 475,747 3,286 SH   SOLE - 3,286 0 0
NORTHROP GRUMMAN CORP COM 666807102 BBG001S5TP26 667,205 1,095 SH   SOLE - 1,095 0 0
NOV INC COM 62955J103 BBG001S6HFR2 139,748 10,547 SH   SOLE - 10,547 0 0
NOVO-NORDISK A S ADR 670100205 BBG001S5TSK0 1,239,480 22,337 SH   SOLE - 22,337 0 0
NUTANIX INC CL A 67059N108 BBG001V13SG8 632,687 8,505 SH   SOLE - 8,505 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 12,420,631 66,570 SH   SOLE - 66,570 0 0
OKLO INC COM CL A 02156V109 BBG0112CBMQ8 655,491 5,872 SH   SOLE - 5,872 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 BBG001S6WQT9 1,215,776 8,636 SH   SOLE - 8,636 0 0
ON SEMICONDUCTOR CORP COM 682189105 BBG001SF7RS6 1,074,810 21,797 SH   SOLE - 21,797 0 0
ONDAS HLDGS INC COM NEW 68236H204 BBG009HYYCF7 834,841 108,140 SH   SOLE - 108,140 0 0
ONEOK INC NEW COM 682680103 BBG001S5TWK1 2,156,847 29,558 SH   SOLE - 29,558 0 0
OPENDOOR TECHNOLOGIES INC COM 683712103 BBG00SHY8ZR0 2,170,111 272,285 SH   SOLE - 272,285 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 BBG001S78TL6 1,294,798 12,010 SH   SOLE - 12,010 0 0
OSHKOSH CORP COM 688239201 BBG001S6SX46 601,549 4,638 SH   SOLE - 4,638 0 0
OTIS WORLDWIDE CORP COM 68902V107 BBG00RP60LN7 876,631 9,588 SH   SOLE - 9,588 0 0
OUSTER INC COM NEW 68989M202 BBG00XRTSTS0 380,891 14,081 SH   SOLE - 14,081 0 0
PACCAR INC COM 693718108 BBG001S5V1S8 987,133 10,040 SH   SOLE - 10,040 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 BBG001T53796 9,917,446 54,366 SH   SOLE - 54,366 0 0
PALO ALTO NETWORKS INC COM 697435105 BBG001T9NWN5 1,601,675 7,866 SH   SOLE - 7,866 0 0
PAN AMERN SILVER CORP COM 697900108 BBG001S5ZXR5 493,691 12,747 SH   SOLE - 12,747 0 0
PARAMOUNT SKYDANCE CORP COM CL B 69932A204 BBG01VS5NKB6 886,705 46,866 SH   SOLE - 46,866 0 0
PARKER-HANNIFIN CORP COM 701094104 BBG001S5V554 717,210 946 SH   SOLE - 946 0 0
PAYCHEX INC COM 704326107 BBG001S5V135 2,272,427 17,927 SH   SOLE - 17,927 0 0
PAYLOCITY HLDG CORP COM 70438V106 BBG006598YZ0 408,687 2,566 SH   SOLE - 2,566 0 0
PEMBINA PIPELINE CORP COM 706327103 BBG001SB0CJ5 285,081 7,046 SH   SOLE - 7,046 0 0
PENNYMAC FINL SVCS INC NEW COM 70932M107 BBG00LMYX132 274,023 2,212 SH   SOLE - 2,212 0 0
PEPSICO INC COM 713448108 BBG001S695T1 345,623 2,461 SH   SOLE - 2,461 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 BBG001SF6W88 1,447,165 114,310 SH   SOLE - 114,310 0 0
PHILIP MORRIS INTL INC COM 718172109 BBG001STP9N1 4,865,676 29,998 SH   SOLE - 29,998 0 0
PHILLIPS 66 COM 718546104 BBG00286S4P7 712,473 5,238 SH   SOLE - 5,238 0 0
PINNACLE WEST CAP CORP COM 723484101 BBG001S5VB15 320,445 3,574 SH   SOLE - 3,574 0 0
PNC FINL SVCS GROUP INC COM 693475105 BBG001S5V947 600,178 2,987 SH   SOLE - 2,987 0 0
POPULAR INC COM NEW 733174700 BBG001S5PC01 410,115 3,229 SH   SOLE - 3,229 0 0
PPG INDS INC COM 693506107 BBG001S5VC13 368,621 3,507 SH   SOLE - 3,507 0 0
PRIMO BRANDS CORPORATION CLASS A COM SHS 741623102 BBG01QNB0RT0 1,275,877 57,732 SH   SOLE - 57,732 0 0
PRIMORIS SVCS CORP COM 74164F103 BBG001S64801 223,985 1,631 SH   SOLE - 1,631 0 0
PRINCIPAL FINANCIAL GROUP IN COM 74251V102 BBG001SD3148 209,679 2,529 SH   SOLE - 2,529 0 0
PROCORE TECHNOLOGIES INC COM 74275K108 BBG0026ZJ313 333,244 4,570 SH   SOLE - 4,570 0 0
PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 4,663,124 30,349 SH   SOLE - 30,349 0 0
PROGRESSIVE CORP COM 743315103 BBG001S5V509 1,685,187 6,824 SH   SOLE - 6,824 0 0
PROLOGIS INC. COM 74340W103 BBG001S5NMN6 394,063 3,441 SH   SOLE - 3,441 0 0
PROSPERITY BANCSHARES INC COM 743606105 BBG001S7SL77 264,007 3,979 SH   SOLE - 3,979 0 0
PROTAGONIST THERAPEUTICS INC COM 74366E102 BBG002B63KP4 244,795 3,685 SH   SOLE - 3,685 0 0
PRUDENTIAL FINL INC COM 744320102 BBG001S97MM7 624,930 6,024 SH   SOLE - 6,024 0 0
PTC THERAPEUTICS INC COM 69366J200 BBG001SNNC86 357,603 5,827 SH   SOLE - 5,827 0 0
PUBLIC STORAGE OPER CO COM 74460D109 BBG001S5TH79 1,553,146 5,377 SH   SOLE - 5,377 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106 BBG001S5V3C1 439,083 5,261 SH   SOLE - 5,261 0 0
QUALCOMM INC COM 747525103 BBG001S6VS70 4,761,722 28,623 SH   SOLE - 28,623 0 0
QUANTUMSCAPE CORP COM CL A 74767V109 BBG00VJ17DT1 987,214 80,131 SH   SOLE - 80,131 0 0
QXO INC COM NEW 82846H405 BBG001SCBW07 613,160 32,170 SH   SOLE - 32,170 0 0
RAMBUS INC DEL COM 750917106 BBG001S7RF80 651,875 6,256 SH   SOLE - 6,256 0 0
REDDIT INC CL A 75734B100 BBG015RGX648 3,414,892 14,848 SH   SOLE - 14,848 0 0
REGAL REXNORD CORPORATION COM 758750103 BBG001S5VL68 284,442 1,983 SH   SOLE - 1,983 0 0
REGENCY CTRS CORP COM 758849103 BBG001S7H752 284,310 3,900 SH   SOLE - 3,900 0 0
REGENERON PHARMACEUTICALS COM 75886F107 BBG001S6PX49 317,120 564 SH   SOLE - 564 0 0
REINSURANCE GRP OF AMERICA I COM NEW 759351604 BBG001S6P9Q8 242,468 1,262 SH   SOLE - 1,262 0 0
RELX PLC SPONSORED ADR 759530108 BBG001S898V8 245,104 5,132 SH   SOLE - 5,132 0 0
REPUBLIC SVCS INC COM 760759100 BBG001S9DL33 2,879,745 12,549 SH   SOLE - 12,549 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 BBG00HY28L05 216,591 5,016 SH   SOLE - 5,016 0 0
RESMED INC COM 761152107 BBG001SBGRC2 234,039 855 SH   SOLE - 855 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 BBG0076WG2T4 332,502 5,184 SH   SOLE - 5,184 0 0
REVOLUTION MEDICINES INC COM 76155X100 BBG00829F4Q7 297,432 6,369 SH   SOLE - 6,369 0 0
REVVITY INC COM 714046109 BBG001SBKS35 525,462 5,995 SH   SOLE - 5,995 0 0
RH COM 74967X103 BBG002293Q93 544,266 2,679 SH   SOLE - 2,679 0 0
RHYTHM PHARMACEUTICALS INC COM 76243J105 BBG007DLZ629 363,463 3,599 SH   SOLE - 3,599 0 0
RIO TINTO PLC SPONSORED ADR 767204100 BBG001SB0LX9 412,298 6,246 SH   SOLE - 6,246 0 0
RIOT PLATFORMS INC COM 767292105 BBG001SDW128 4,247,477 223,199 SH   SOLE - 223,199 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103 BBG00741Y1P0 1,229,083 83,725 SH   SOLE - 83,725 0 0
ROBERT HALF INC. COM 770323103 BBG001S5VP41 210,710 6,201 SH   SOLE - 6,201 0 0
ROBINHOOD MKTS INC COM CL A 770700102 BBG008NMBXP6 9,378,720 65,503 SH   SOLE - 65,503 0 0
ROBLOX CORP CL A 771049103 BBG001V1Y6Z1 6,782,909 48,967 SH   SOLE - 48,967 0 0
ROCKET COS INC COM CL A 77311W101 BBG00VY1MZN4 288,491 14,886 SH   SOLE - 14,886 0 0
ROCKWELL AUTOMATION INC COM 773903109 BBG001S5VRF5 404,756 1,158 SH   SOLE - 1,158 0 0
ROKU INC COM CL A 77543R102 BBG001ZZPQM2 1,244,616 12,430 SH   SOLE - 12,430 0 0
ROPER TECHNOLOGIES INC COM 776696106 BBG001S9B362 2,303,449 4,619 SH   SOLE - 4,619 0 0
RTX CORPORATION COM 75513E101 BBG001S5X5Q9 1,536,926 9,185 SH   SOLE - 9,185 0 0
SALESFORCE INC COM 79466L302 BBG001SDLP09 7,519,536 31,728 SH   SOLE - 31,728 0 0
SANMINA CORPORATION COM 801056102 BBG001S5SYJ0 391,489 3,401 SH   SOLE - 3,401 0 0
SAP SE SPON ADR 803054204 BBG001S6RD41 1,460,837 5,467 SH   SOLE - 5,467 0 0
SCHLUMBERGER LTD COM STK 806857108 BBG001S5W4C8 639,866 18,617 SH   SOLE - 18,617 0 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 BBG001SF0100 250,767 2,672 SH   SOLE - 2,672 0 0
SHELL PLC SPON ADS 780259305 BBG0147BN6H1 850,992 11,897 SH   SOLE - 11,897 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 BBG00YQ82328 96,404 13,010 SH   SOLE - 13,010 0 0
SILGAN HLDGS INC COM 827048109 BBG001S6VPD9 216,598 5,036 SH   SOLE - 5,036 0 0
SIMON PPTY GROUP INC NEW COM 828806109 BBG001S77WM9 3,009,288 16,035 SH   SOLE - 16,035 0 0
SIRIUSXM HOLDINGS INC COMMON STOCK 829933100 BBG01KJQM3Z7 314,469 13,511 SH   SOLE - 13,511 0 0
SITIME CORP COM 82982T106 BBG00QNSY276 288,956 959 SH   SOLE - 959 0 0
SIX FLAGS ENTERTAINMENT CORP COM 83001C108 BBG01K8GRMY5 378,084 16,641 SH   SOLE - 16,641 0 0
SMUCKER J M CO COM NEW 832696405 BBG001S5W3H5 461,550 4,250 SH   SOLE - 4,250 0 0
SNAP ON INC COM 833034101 BBG001S5W688 597,418 1,724 SH   SOLE - 1,724 0 0
SOFI TECHNOLOGIES INC COM 83406F102 BBG00YB1ZF08 7,213,505 273,032 SH   SOLE - 273,032 0 0
SOLID POWER INC CLASS A COM 83422N105 BBG0112HCTV5 140,566 40,509 SH   SOLE - 40,509 0 0
SOMNIGROUP INTERNATIONAL INC COM 88023U101 BBG001SH81D4 1,297,501 15,386 SH   SOLE - 15,386 0 0
SOUTHERN CO COM 842587107 BBG001S5W777 1,421,645 15,001 SH   SOLE - 15,001 0 0
SOUTHERN COPPER CORP COM 84265V105 BBG001S6ZM88 626,460 5,162 SH   SOLE - 5,162 0 0
SOUTHSTATE BK CORP COM 84472E102 BBG001S9J7Z3 292,655 2,960 SH   SOLE - 2,960 0 0
SPROUTS FMRS MKT INC COM 85208M102 BBG001V0MZS0 2,534,061 23,291 SH   SOLE - 23,291 0 0
SPS COMM INC COM 78463M107 BBG001T65R07 250,977 2,410 SH   SOLE - 2,410 0 0
STATE STR CORP COM 857477103 BBG001S5RLD5 493,507 4,254 SH   SOLE - 4,254 0 0
STRYKER CORPORATION COM 863667101 BBG001S8FR03 1,360,386 3,680 SH   SOLE - 3,680 0 0
SUNCOR ENERGY INC NEW COM 867224107 BBG001S5YSF0 959,581 22,951 SH   SOLE - 22,951 0 0
SUNRUN INC COM 86771W105 BBG0025XVR94 642,963 37,187 SH   SOLE - 37,187 0 0
SWEETGREEN INC COM CL A 87043Q108 BBG005NTTSQ8 203,873 25,548 SH   SOLE - 25,548 0 0
SYMBOTIC INC CLASS A COM 87151X101 BBG00Z72HCX9 542,234 10,060 SH   SOLE - 10,060 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG001S5WWW4 4,066,183 14,559 SH   SOLE - 14,559 0 0
TALEN ENERGY CORP COM 87422Q109 BBG01GWQVW78 1,317,402 3,097 SH   SOLE - 3,097 0 0
TAPESTRY INC COM 876030107 BBG001SFH7D5 212,401 1,876 SH   SOLE - 1,876 0 0
TARGA RES CORP COM 87612G101 BBG001TC94B9 1,086,329 6,484 SH   SOLE - 6,484 0 0
TARGET CORP COM 87612E106 BBG001SC0K41 2,616,370 29,168 SH   SOLE - 29,168 0 0
TEGNA INC COM 87901J105 BBG001S5RHD4 525,409 25,844 SH   SOLE - 25,844 0 0
TELEFLEX INCORPORATED COM 879369106 BBG001S5WNP2 267,234 2,184 SH   SOLE - 2,184 0 0
TEMPUS AI INC CL A 88023B103 BBG01MZQYK84 1,243,580 15,408 SH   SOLE - 15,408 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 BBG001S70FY0 307,200 1,513 SH   SOLE - 1,513 0 0
TERAWULF INC COM 88080T104 BBG0122MC919 991,633 86,833 SH   SOLE - 86,833 0 0
TEXAS INSTRS INC COM 882508104 BBG001S5WYZ7 614,944 3,347 SH   SOLE - 3,347 0 0
TEXAS PACIFIC LAND CORPORATI COM 88262P102 BBG00YRJXKC0 521,905 559 SH   SOLE - 559 0 0
TEXAS ROADHOUSE INC COM 882681109 BBG001SLR3C1 907,345 5,461 SH   SOLE - 5,461 0 0
THE CIGNA GROUP COM 125523100 BBG00KXRCDQ9 1,016,658 3,527 SH   SOLE - 3,527 0 0
THOMSON REUTERS CORP COM 884903808 BBG001S5WSW3 1,631,586 10,504 SH   SOLE - 10,504 0 0
TJX COS INC NEW COM 872540109 BBG001S5WQ93 765,484 5,296 SH   SOLE - 5,296 0 0
TKO GROUP HOLDINGS INC CL A 87256C101 BBG01G9JKWW4 1,503,390 7,444 SH   SOLE - 7,444 0 0
TOPBUILD CORP COM 89055F103 BBG0077VS2G6 750,451 1,920 SH   SOLE - 1,920 0 0
TOURMALINE BIO INC COM 89157D105 BBG00NX995T1 865,101 18,087 SH   SOLE - 18,087 0 0
TRACTOR SUPPLY CO COM 892356106 BBG001S7K017 720,486 12,669 SH   SOLE - 12,669 0 0
TRADEWEB MKTS INC CL A 892672106 BBG00NK8H9M7 1,008,031 9,083 SH   SOLE - 9,083 0 0
TRUIST FINL CORP COM 89832Q109 BBG001S5YYC0 1,178,159 25,769 SH   SOLE - 25,769 0 0
TYLER TECHNOLOGIES INC COM 902252105 BBG001S5WZB0 985,633 1,884 SH   SOLE - 1,884 0 0
UBER TECHNOLOGIES INC COM 90353T100 BBG002B04MW4 2,329,531 23,778 SH   SOLE - 23,778 0 0
UBIQUITI INC COM 90353W103 BBG001T1WDF3 307,830 466 SH   SOLE - 466 0 0
UDR INC COM 902653104 BBG001S6KCT3 481,213 12,915 SH   SOLE - 12,915 0 0
UGI CORP NEW COM 902681105 BBG001S5X0W3 281,579 8,466 SH   SOLE - 8,466 0 0
UIPATH INC CL A 90364P105 BBG00GKS1G12 713,194 53,303 SH   SOLE - 53,303 0 0
UNION PAC CORP COM 907818108 BBG001S5X2M0 2,797,912 11,837 SH   SOLE - 11,837 0 0
UNITED PARCEL SERVICE INC CL B 911312106 BBG001SDGSH1 4,962,183 59,406 SH   SOLE - 59,406 0 0
UNITY SOFTWARE INC COM 91332U101 BBG0056JW5H5 429,589 10,729 SH   SOLE - 10,729 0 0
US BANCORP DEL COM NEW 902973304 BBG001S6T8C1 2,424,764 50,171 SH   SOLE - 50,171 0 0
VALERO ENERGY CORP COM 91913Y100 BBG001S5X8K9 3,396,857 19,951 SH   SOLE - 19,951 0 0
VERALTO CORP COM SHS 92338C103 BBG019Q32XK7 666,632 6,253 SH   SOLE - 6,253 0 0
VERISIGN INC COM 92343E102 BBG001S7BCF6 359,527 1,286 SH   SOLE - 1,286 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 981,623 22,335 SH   SOLE - 22,335 0 0
VERONA PHARMA PLC SPONSORED ADS 925050106 BBG00GD4KBM0 1,240,290 11,623 SH   SOLE - 11,623 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 BBG001S68LJ8 1,240,716 3,168 SH   SOLE - 3,168 0 0
VISA INC COM CL A 92826C839 BBG001SRCFY3 4,518,164 13,235 SH   SOLE - 13,235 0 0
VORNADO RLTY TR SH BEN INT 929042109 BBG001S5X909 395,208 9,751 SH   SOLE - 9,751 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104 BBG011386VG3 4,299,451 220,146 SH   SOLE - 220,146 0 0
WASTE CONNECTIONS INC COM 94106B101 BBG001SKJ4K1 1,598,549 9,093 SH   SOLE - 9,093 0 0
WASTE MGMT INC DEL COM 94106L109 BBG001S5XH47 1,166,866 5,284 SH   SOLE - 5,284 0 0
WATERS CORP COM 941848103 BBG001S8MDG9 1,076,318 3,590 SH   SOLE - 3,590 0 0
WATSCO INC COM 942622200 BBG001S82CQ2 1,558,981 3,856 SH   SOLE - 3,856 0 0
WAYFAIR INC CL A 94419L101 BBG001THKQ26 1,354,868 15,167 SH   SOLE - 15,167 0 0
WELLS FARGO CO NEW COM 949746101 BBG001S5XF23 653,796 7,800 SH   SOLE - 7,800 0 0
WELLTOWER INC COM 95040Q104 BBG001S5RTQ4 700,625 3,933 SH   SOLE - 3,933 0 0
WESTERN ALLIANCE BANCORP COM 957638109 BBG001SLM522 564,027 6,504 SH   SOLE - 6,504 0 0
WESTERN DIGITAL CORP COM 958102105 BBG001S5XD28 2,760,660 22,994 SH   SOLE - 22,994 0 0
WHEATON PRECIOUS METALS CORP COM 962879102 BBG001S6DSP0 383,499 3,429 SH   SOLE - 3,429 0 0
WHIRLPOOL CORP COM 963320106 BBG001S5XFS5 218,665 2,782 SH   SOLE - 2,782 0 0
WILLIAMS SONOMA INC COM 969904101 BBG001SBW7S1 248,417 1,271 SH   SOLE - 1,271 0 0
WOODWARD INC COM 980745103 BBG001S6YZC5 1,154,885 4,570 SH   SOLE - 4,570 0 0
WORKDAY INC CL A 98138H101 BBG001T21KQ7 1,953,524 8,115 SH   SOLE - 8,115 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 BBG00HCY3Q76 252,164 3,156 SH   SOLE - 3,156 0 0
YUM BRANDS INC COM 988498101 BBG001S7JQ30 368,144 2,422 SH   SOLE - 2,422 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 BBG001S7DQJ9 687,136 6,976 SH   SOLE - 6,976 0 0
ZIONS BANCORPORATION N A COM 989701107 BBG001S5XN80 538,415 9,516 SH   SOLE - 9,516 0 0
ZOETIS INC CL A 98978V103 BBG0039320P7 1,241,233 8,483 SH   SOLE - 8,483 0 0
ZOOM COMMUNICATIONS INC CL A 98980L101 BBG0042V6JN7 2,191,778 26,567 SH   SOLE - 26,567 0 0
ZSCALER INC COM 98980G102 BBG003338H61 1,120,728 3,740 SH   SOLE - 3,740 0 0