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 COM 88579Y101 BBG000BP5522 4,251,917 31,104 SH   SOLE N/A 31,104 0 0
ACADEMY SPORTS & OUTDOORS IN COM 00402L107 BBG00X7L1CL2 632,564 10,839 SH   SOLE N/A 10,839 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 BBG000D9DC22 1,597,023 4,518 SH   SOLE N/A 4,518 0 0
ADOBE INC COM 00724F101 BBG000BB5BP5 5,111,006 9,871 SH   SOLE N/A 9,871 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 BBG000F7RFH6 2,116,416 54,281 SH   SOLE N/A 54,281 0 0
AERCAP HOLDINGS NV SHS N00985106 BBG000Q9G1G4 4,493,422 47,439 SH   SOLE N/A 47,439 0 0
AFFIRM HLDGS INC COM CL A 00827B106 BBG00Y7BPBD7 384,810 9,427 SH   SOLE N/A 9,427 0 0
AGCO CORP COM 001084102 BBG000DCD2J9 478,633 4,891 SH   SOLE N/A 4,891 0 0
ALBERTSONS COS INC COMMON STOCK 013091103 BBG009KG17B3 819,791 44,361 SH   SOLE N/A 44,361 0 0
ALCOA CORP COM 013872106 BBG00B3T3HK5 2,249,445 58,306 SH   SOLE N/A 58,306 0 0
ALLEGION PLC ORD SHS G0176J109 BBG004T9FH88 891,200 6,115 SH   SOLE N/A 6,115 0 0
AMCOR PLC ORD G0250X107 BBG00LNJRTX7 1,385,886 122,320 SH   SOLE N/A 122,320 0 0
AMDOCS LTD SHS G02602103 BBG000C3N682 724,334 8,280 SH   SOLE N/A 8,280 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 BBG005P7Q8V5 823,004 73,221 SH   SOLE N/A 73,221 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 BBG000BBF265 5,647,644 77,122 SH   SOLE N/A 77,122 0 0
AMETEK INC COM 031100100 BBG000B9XKF0 3,017,116 17,571 SH   SOLE N/A 17,571 0 0
AMGEN INC COM 031162100 BBG000BBSCX9 229,736 713 SH   SOLE N/A 713 0 0
AMPHENOL CORP NEW CL A 032095101 BBG000B9YL12 2,002,302 30,729 SH   SOLE N/A 30,729 0 0
ANGLOGOLD ASHANTI PLC COM SHS G0378L100 BBG01J6FN5X4 367,760 13,810 SH   SOLE N/A 13,810 0 0
ANTERO MIDSTREAM CORP COM 03676B102 BBG00GBNZ4R5 344,419 22,885 SH   SOLE N/A 22,885 0 0
API GROUP CORP COM STK 00187Y100 BBG00HXKRH13 4,178,021 126,530 SH   SOLE N/A 126,530 0 0
ARCH CAP GROUP LTD ORD G0450A105 BBG000HXQ125 265,156 2,370 SH   SOLE N/A 2,370 0 0
ARISTA NETWORKS INC COM 040413106 BBG0068J0HN3 329,318 858 SH   SOLE N/A 858 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100 BBG00XK4JQH0 208,699 31,621 SH   SOLE N/A 31,621 0 0
ARROW ELECTRS INC COM 042735100 BBG000BCD5L1 628,419 4,731 SH   SOLE N/A 4,731 0 0
AST SPACEMOBILE INC COM CL A 00217D100 BBG00QRF3NQ7 1,353,707 51,767 SH   SOLE N/A 51,767 0 0
ATI INC COM 01741R102 BBG000LC2KK0 452,312 6,760 SH   SOLE N/A 6,760 0 0
ATLASSIAN CORPORATION CL A 049468101 BBG01BHHGJQ1 3,445,542 21,696 SH   SOLE N/A 21,696 0 0
ATMUS FILTRATION TECHNOLOGIE COM 04956D107 BBG01FJKMGP3 690,552 18,400 SH   SOLE N/A 18,400 0 0
AUTOLIV INC COM 052800109 BBG000BVLVN1 283,658 3,038 SH   SOLE N/A 3,038 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 BBG000JG1MT2 239,371 865 SH   SOLE N/A 865 0 0
AUTOZONE INC COM 053332102 BBG000C7MR60 248,853 79 SH   SOLE N/A 79 0 0
AVANTOR INC COM 05352A100 BBG00N9SDKZ1 828,176 32,013 SH   SOLE N/A 32,013 0 0
AVERY DENNISON CORP COM 053611109 BBG000BCQ742 1,060,973 4,806 SH   SOLE N/A 4,806 0 0
AXALTA COATING SYS LTD COM G0750C108 BBG0070QYRW4 1,496,022 41,338 SH   SOLE N/A 41,338 0 0
AXCELIS TECHNOLOGIES INC COM NEW 054540208 BBG000DW4H02 202,780 1,934 SH   SOLE N/A 1,934 0 0
BAKER HUGHES COMPANY CL A 05722G100 BBG00GCRFYW5 641,699 17,751 SH   SOLE N/A 17,751 0 0
BANK AMERICA CORP COM 060505104 BBG000BCTN44 2,741,650 69,094 SH   SOLE N/A 69,094 0 0
BARRICK GOLD CORP COM 067901108 BBG000BB0BD3 1,441,846 72,491 SH   SOLE N/A 72,491 0 0
BELLRING BRANDS INC COMMON STOCK 07831C103 BBG0154FBJH7 1,069,886 17,620 SH   SOLE N/A 17,620 0 0
BIOGEN INC COM 09062X103 BBG000C18861 313,052 1,615 SH   SOLE N/A 1,615 0 0
BLOCK H & R INC COM 093671105 BBG000BLDXM9 590,316 9,289 SH   SOLE N/A 9,289 0 0
BLOCK INC CL A 852234103 BBG00B6KP747 1,104,289 16,450 SH   SOLE N/A 16,450 0 0
BOEING CO COM 097023105 BBG000BCSV38 1,162,346 7,645 SH   SOLE N/A 7,645 0 0
BRINKER INTL INC COM 109641100 BBG000BK2BB3 940,783 12,293 SH   SOLE N/A 12,293 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 BBG000DQLWT2 679,450 13,132 SH   SOLE N/A 13,132 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 BBG000PPFN90 1,411,672 6,565 SH   SOLE N/A 6,565 0 0
BROWN & BROWN INC COM 115236101 BBG000BWSJ77 2,319,500 22,389 SH   SOLE N/A 22,389 0 0
BURLINGTON STORES INC COM 122017106 BBG004S641T9 451,341 1,713 SH   SOLE N/A 1,713 0 0
BWX TECHNOLOGIES INC COM 05605H100 BBG000D86H49 842,642 7,752 SH   SOLE N/A 7,752 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 BBG000BTCSJ8 581,208 5,266 SH   SOLE N/A 5,266 0 0
C3 AI INC CL A 12468P104 BBG00Y6G6X77 321,556 13,271 SH   SOLE N/A 13,271 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 BBG000C13KQ7 1,250,261 4,613 SH   SOLE N/A 4,613 0 0
CARDINAL HEALTH INC COM 14149Y108 BBG000D89CS1 1,292,863 11,698 SH   SOLE N/A 11,698 0 0
CARPENTER TECHNOLOGY CORP COM 144285103 BBG000BGCTL1 229,476 1,438 SH   SOLE N/A 1,438 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 BBG00RP5HYX2 1,516,593 18,842 SH   SOLE N/A 18,842 0 0
CARVANA CO CL A 146869102 BBG00GCTWDM9 302,429 1,737 SH   SOLE N/A 1,737 0 0
CATERPILLAR INC COM 149123101 BBG000BF0LJ6 1,122,514 2,870 SH   SOLE N/A 2,870 0 0
CBOE GLOBAL MKTS INC COM 12503M108 BBG000QH5F31 1,647,565 8,042 SH   SOLE N/A 8,042 0 0
CDW CORP COM 12514G108 BBG004CH8XX3 561,224 2,480 SH   SOLE N/A 2,480 0 0
CELSIUS HLDGS INC COM NEW 15118V207 BBG000NY3G19 779,421 24,854 SH   SOLE N/A 24,854 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 BBG00B550NP0 2,039,111 6,292 SH   SOLE N/A 6,292 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 BBG000K85L07 418,783 2,172 SH   SOLE N/A 2,172 0 0
CHENIERE ENERGY INC COM NEW 16411R208 BBG000C3HV48 724,216 4,027 SH   SOLE N/A 4,027 0 0
CHEVRON CORP NEW COM 166764100 BBG000K4NHJ5 4,596,002 31,208 SH   SOLE N/A 31,208 0 0
CHEWY INC CL A 16679L109 BBG00P19DL39 664,268 22,679 SH   SOLE N/A 22,679 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 BBG000QX7705 4,636,163 80,461 SH   SOLE N/A 80,461 0 0
CHORD ENERGY CORPORATION COM NEW 674215207 BBG00Y7BLJ44 781,901 6,004 SH   SOLE N/A 6,004 0 0
CHURCHILL DOWNS INC COM 171484108 BBG000BGXYR1 262,713 1,943 SH   SOLE N/A 1,943 0 0
CISCO SYS INC COM 17275R102 BBG000C3JBN9 1,503,412 28,249 SH   SOLE N/A 28,249 0 0
CITIZENS FINL GROUP INC COM 174610105 BBG006Q0HYC1 5,515,578 134,297 SH   SOLE N/A 134,297 0 0
CLOROX CO DEL COM 189054109 BBG000BFS949 913,925 5,610 SH   SOLE N/A 5,610 0 0
CME GROUP INC COM 12572Q105 BBG000BHMC53 1,843,972 8,357 SH   SOLE N/A 8,357 0 0
CNH INDL N V SHS N20944109 BBG0059JSF94 2,242,367 202,015 SH   SOLE N/A 202,015 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104 BBG00B6BFX14 746,078 9,474 SH   SOLE N/A 9,474 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 BBG000BBF443 335,116 4,342 SH   SOLE N/A 4,342 0 0
COMCAST CORP NEW CL A 20030N101 BBG000BFTG15 5,403,284 129,358 SH   SOLE N/A 129,358 0 0
COMMERCIAL METALS CO COM 201723103 BBG000BFSPW2 493,156 8,973 SH   SOLE N/A 8,973 0 0
CONAGRA BRANDS INC COM 205887102 BBG000BDXHW9 3,026,441 93,064 SH   SOLE N/A 93,064 0 0
CONFLUENT INC CLASS A COM 20717M103 BBG011B9MN81 2,425,098 118,994 SH   SOLE N/A 118,994 0 0
CONOCOPHILLIPS COM 20825C104 BBG000BQQJR0 3,557,095 33,787 SH   SOLE N/A 33,787 0 0
COOPER COS INC COM 216648501 BBG000BG3DT8 735,526 6,666 SH   SOLE N/A 6,666 0 0
CORE SCIENTIFIC INC NEW COM 21874A106 BBG01L5GH0R3 331,499 27,951 SH   SOLE N/A 27,951 0 0
COREBRIDGE FINL INC COM 21871X109 BBG016HJ8774 2,369,687 81,265 SH   SOLE N/A 81,265 0 0
COSTAR GROUP INC COM 22160N109 BBG000D7KY11 1,010,142 13,390 SH   SOLE N/A 13,390 0 0
COTERRA ENERGY INC COM 127097103 BBG000C3GR48 4,401,986 183,799 SH   SOLE N/A 183,799 0 0
CRH PLC ORD G25508105 BBG000D3JZW5 3,389,832 36,552 SH   SOLE N/A 36,552 0 0
CROCS INC COM 227046109 BBG000BLYJ29 1,022,938 7,064 SH   SOLE N/A 7,064 0 0
CROWN HLDGS INC COM 228368106 BBG000BF68R0 1,065,514 11,113 SH   SOLE N/A 11,113 0 0
D R HORTON INC COM 23331A109 BBG000DQTZG1 4,299,956 22,540 SH   SOLE N/A 22,540 0 0
DANAHER CORPORATION COM 235851102 BBG000BH3LR0 555,206 1,997 SH   SOLE N/A 1,997 0 0
DARDEN RESTAURANTS INC COM 237194105 BBG000BBP059 4,845,774 29,524 SH   SOLE N/A 29,524 0 0
DELL TECHNOLOGIES INC CL C 24703L202 BBG00MS83205 922,004 7,778 SH   SOLE N/A 7,778 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 BBG000R7Z2D7 776,833 15,295 SH   SOLE N/A 15,295 0 0
DEXCOM INC COM 252131107 BBG000QTFGV1 2,778,741 41,449 SH   SOLE N/A 41,449 0 0
DOLLAR TREE INC COM 256746108 BBG000BSCDT2 1,250,571 17,784 SH   SOLE N/A 17,784 0 0
DOORDASH INC CL A 25809K105 BBG00S1N9N06 1,947,408 13,644 SH   SOLE N/A 13,644 0 0
DOUBLEVERIFY HLDGS INC COM 25862V105 BBG00ZNRRJR7 1,920,787 114,061 SH   SOLE N/A 114,061 0 0
DRAFTKINGS INC NEW COM CL A 26142V105 BBG0140DYV50 1,315,199 33,551 SH   SOLE N/A 33,551 0 0
DUPONT DE NEMOURS INC COM 26614N102 BBG00CCS9JW2 3,166,613 35,536 SH   SOLE N/A 35,536 0 0
DUTCH BROS INC CL A 26701L100 BBG01282ZHG8 1,057,599 33,019 SH   SOLE N/A 33,019 0 0
DXC TECHNOLOGY CO COM 23355L106 BBG00FZQLY75 218,373 10,524 SH   SOLE N/A 10,524 0 0
E L F BEAUTY INC COM 26856L103 BBG00DQ6VYV6 253,495 2,325 SH   SOLE N/A 2,325 0 0
EDISON INTL COM 281020107 BBG000D7RMQ3 278,514 3,198 SH   SOLE N/A 3,198 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 BBG000BRXR56 4,176,111 63,284 SH   SOLE N/A 63,284 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 BBG00LN40D28 264,332 17,994 SH   SOLE N/A 17,994 0 0
ELEVANCE HEALTH INC COM 036752103 BBG000BCGBK6 5,187,520 9,976 SH   SOLE N/A 9,976 0 0
ELI LILLY & CO COM 532457108 BBG000BNBG44 2,898,796 3,272 SH   SOLE N/A 3,272 0 0
EMERSON ELEC CO COM 291011104 BBG000BHXD68 1,664,830 15,222 SH   SOLE N/A 15,222 0 0
ENPHASE ENERGY INC COM 29355A107 BBG001R3MP47 1,285,037 11,370 SH   SOLE N/A 11,370 0 0
ENTEGRIS INC COM 29362U104 BBG000CTVF04 1,663,531 14,783 SH   SOLE N/A 14,783 0 0
ENVISTA HOLDINGS CORPORATION COM 29415F104 BBG00LN4B5S5 396,820 20,082 SH   SOLE N/A 20,082 0 0
EQUIFAX INC COM 294429105 BBG000BHPNZ3 4,348,540 14,798 SH   SOLE N/A 14,798 0 0
EQUITABLE HLDGS INC COM 29452E101 BBG00J7CBVZ5 3,297,506 78,456 SH   SOLE N/A 78,456 0 0
ESSENTIAL UTILS INC COM 29670G102 BBG000BRMLK4 748,258 19,400 SH   SOLE N/A 19,400 0 0
EVEREST GROUP LTD COM G3223R108 BBG000C1XXY7 304,452 777 SH   SOLE N/A 777 0 0
EVERGY INC COM 30034W106 BBG00HY73KG4 2,151,871 34,702 SH   SOLE N/A 34,702 0 0
EVERSOURCE ENERGY COM 30040W108 BBG000BQ8910 363,999 5,349 SH   SOLE N/A 5,349 0 0
EVOLENT HEALTH INC CL A 30050B101 BBG008MX5S35 828,689 29,303 SH   SOLE N/A 29,303 0 0
EXELON CORP COM 30161N101 BBG000J6Y864 3,522,132 86,859 SH   SOLE N/A 86,859 0 0
EXXON MOBIL CORP COM 30231G102 BBG000GZQBJ1 2,092,260 17,849 SH   SOLE N/A 17,849 0 0
FABRINET SHS G3323L100 BBG000HBFT97 304,062 1,286 SH   SOLE N/A 1,286 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 BBG01NMT2H37 3,453,132 17,390 SH   SOLE N/A 17,390 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 BBG000BK2H93 1,273,754 15,209 SH   SOLE N/A 15,209 0 0
FIRST AMERN FINL CORP COM 31847R102 BBG000V78W00 230,639 3,494 SH   SOLE N/A 3,494 0 0
FIRST HORIZON CORPORATION COM 320517105 BBG000GJ0XT6 1,557,038 100,260 SH   SOLE N/A 100,260 0 0
FIRST SOLAR INC COM 336433107 BBG000BFLCG6 1,141,437 4,576 SH   SOLE N/A 4,576 0 0
FIRSTENERGY CORP COM 337932107 BBG000BB6PD6 2,572,965 58,015 SH   SOLE N/A 58,015 0 0
FIVE9 INC COM 338307101 BBG0067FVMY5 1,599,457 55,672 SH   SOLE N/A 55,672 0 0
FLEX LTD ORD Y2573F102 BBG000BP6807 1,501,742 44,922 SH   SOLE N/A 44,922 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 BBG007HS9B19 536,290 4,319 SH   SOLE N/A 4,319 0 0
FLOWSERVE CORP COM 34354P105 BBG000FFH7Y8 910,261 17,610 SH   SOLE N/A 17,610 0 0
FLUOR CORP NEW COM 343412102 BBG000BB1WB8 525,430 11,013 SH   SOLE N/A 11,013 0 0
FMC CORP COM NEW 302491303 BBG000BJPBC0 873,705 13,250 SH   SOLE N/A 13,250 0 0
FOX CORP CL A COM 35137L105 BBG00JHNJWT7 403,447 9,531 SH   SOLE N/A 9,531 0 0
FRANKLIN RESOURCES INC COM 354613101 BBG000BD0WB5 1,185,707 58,844 SH   SOLE N/A 58,844 0 0
FREEPORT-MCMORAN INC CL B 35671D857 BBG000BJDCQ6 4,008,376 80,296 SH   SOLE N/A 80,296 0 0
GALLAGHER ARTHUR J & CO COM 363576109 BBG000BBHZK4 2,394,177 8,509 SH   SOLE N/A 8,509 0 0
GENERAL MLS INC COM 370334104 BBG000BKCHJ1 1,614,952 21,868 SH   SOLE N/A 21,868 0 0
GENUINE PARTS CO COM 372460105 BBG000BKL4C7 353,949 2,534 SH   SOLE N/A 2,534 0 0
GITLAB INC CLASS A COM 37637K108 BBG012TGZFY8 1,198,614 23,256 SH   SOLE N/A 23,256 0 0
GODADDY INC CL A 380237107 BBG006MDLY41 2,612,425 16,663 SH   SOLE N/A 16,663 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 BBG000C6CH10 2,318,105 4,682 SH   SOLE N/A 4,682 0 0
HALLIBURTON CO COM 406216101 BBG000BKTJ63 4,909,421 168,999 SH   SOLE N/A 168,999 0 0
HARLEY DAVIDSON INC COM 412822108 BBG000BKZWW8 446,216 11,581 SH   SOLE N/A 11,581 0 0
HASBRO INC COM 418056107 BBG000BKVWG0 909,930 12,582 SH   SOLE N/A 12,582 0 0
HF SINCLAIR CORP COM 403949100 BBG0142NR5N1 243,397 5,461 SH   SOLE N/A 5,461 0 0
HIMS & HERS HEALTH INC COM CL A 433000106 BBG00Q53VYR2 418,005 22,693 SH   SOLE N/A 22,693 0 0
HONEYWELL INTL INC COM 438516106 BBG000H56NZ4 2,372,824 11,479 SH   SOLE N/A 11,479 0 0
HORMEL FOODS CORP COM 440452100 BBG000BLFBK7 1,024,734 32,326 SH   SOLE N/A 32,326 0 0
HUBSPOT INC COM 443573100 BBG0071GP394 388,600 731 SH   SOLE N/A 731 0 0
HUMANA INC COM 444859102 BBG000BLKM81 1,514,967 4,783 SH   SOLE N/A 4,783 0 0
HUNT J B TRANS SVCS INC COM 445658107 BBG000BMDQK4 661,230 3,837 SH   SOLE N/A 3,837 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 BBG001KTGG62 258,035 976 SH   SOLE N/A 976 0 0
ICON PLC SHS G4705A100 BBG000CTV9K6 460,845 1,604 SH   SOLE N/A 1,604 0 0
INSMED INC COM PAR $.01 457669307 BBG000BWMLH7 1,690,315 23,155 SH   SOLE N/A 23,155 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 BBG000LV1PQ2 1,456,033 10,448 SH   SOLE N/A 10,448 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 BBG000C1FCF4 5,906,572 36,769 SH   SOLE N/A 36,769 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 BBG000BLSM65 2,414,334 23,009 SH   SOLE N/A 23,009 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 BBG008DRGDZ4 914,643 42,941 SH   SOLE N/A 42,941 0 0
INTUIT COM 461202103 BBG000BH5QS6 3,090,717 4,977 SH   SOLE N/A 4,977 0 0
INVESCO LTD SHS G491BT108 BBG000BY30F2 288,528 16,431 SH   SOLE N/A 16,431 0 0
IQVIA HLDGS INC COM 46266C105 BBG0044K3GK1 2,858,095 12,061 SH   SOLE N/A 12,061 0 0
JABIL INC COM 466313103 BBG000BJNJ80 3,896,033 32,513 SH   SOLE N/A 32,513 0 0
JEFFERIES FINL GROUP INC COM 47233W109 BBG000BNHV54 469,503 7,628 SH   SOLE N/A 7,628 0 0
JOHNSON & JOHNSON COM 478160104 BBG000BMHZY5 5,619,755 34,677 SH   SOLE N/A 34,677 0 0
JOHNSON CTLS INTL PLC SHS G51502105 BBG000BVWMZ6 701,905 9,044 SH   SOLE N/A 9,044 0 0
KBR INC COM 48242W106 BBG000P292S3 840,047 12,898 SH   SOLE N/A 12,898 0 0
KEURIG DR PEPPER INC COM 49271V100 BBG000TJMD94 2,234,483 59,618 SH   SOLE N/A 59,618 0 0
KINDER MORGAN INC DEL COM 49456B101 BBG0019JZ8D6 1,270,904 57,533 SH   SOLE N/A 57,533 0 0
KINROSS GOLD CORP COM 496902404 BBG000BB2HG5 183,100 19,562 SH   SOLE N/A 19,562 0 0
KLA CORP COM NEW 482480100 BBG000BMTSQ7 1,514,746 1,956 SH   SOLE N/A 1,956 0 0
KRAFT HEINZ CO COM 500754106 BBG008H7SQZ2 3,454,613 98,394 SH   SOLE N/A 98,394 0 0
KROGER CO COM 501044101 BBG000BMYBX0 1,705,305 29,761 SH   SOLE N/A 29,761 0 0
LABCORP HOLDINGS INC COM SHS 504922105 BBG01MNCMNF7 275,551 1,233 SH   SOLE N/A 1,233 0 0
LAM RESEARCH CORP COM 512807108 BBG000BNFW27 266,858 327 SH   SOLE N/A 327 0 0
LAUDER ESTEE COS INC CL A 518439104 BBG000FKJVN4 2,290,378 22,975 SH   SOLE N/A 22,975 0 0
LEGGETT & PLATT INC COM 524660107 BBG000BN55D5 371,486 27,275 SH   SOLE N/A 27,275 0 0
LINCOLN NATL CORP IND COM 534187109 BBG000BNC5M7 517,489 16,423 SH   SOLE N/A 16,423 0 0
LKQ CORP COM 501889208 BBG000PXDRY8 1,877,078 47,021 SH   SOLE N/A 47,021 0 0
LOCKHEED MARTIN CORP COM 539830109 BBG000C1BXJ8 4,392,968 7,515 SH   SOLE N/A 7,515 0 0
LULULEMON ATHLETICA INC COM 550021109 BBG000R903D9 209,754 773 SH   SOLE N/A 773 0 0
LYFT INC CL A COM 55087P104 BBG00MRH6CX5 274,431 21,524 SH   SOLE N/A 21,524 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 BBG000WCFWH2 4,792,219 49,971 SH   SOLE N/A 49,971 0 0
MACYS INC COM 55616P104 BBG000C46L95 977,377 62,293 SH   SOLE N/A 62,293 0 0
MARSH & MCLENNAN COS INC COM 571748102 BBG000BP4P74 1,382,489 6,197 SH   SOLE N/A 6,197 0 0
MARVELL TECHNOLOGY INC COM 573874104 BBG01076BZW2 2,984,614 41,384 SH   SOLE N/A 41,384 0 0
MASIMO CORP COM 574795100 BBG000C3WB54 215,595 1,617 SH   SOLE N/A 1,617 0 0
MCCORMICK & CO INC COM NON VTG 579780206 BBG000G6Y8G6 1,103,643 13,410 SH   SOLE N/A 13,410 0 0
MCKESSON CORP COM 58155Q103 BBG000DYGRD9 1,633,069 3,303 SH   SOLE N/A 3,303 0 0
MEDTRONIC PLC SHS G5960L103 BBG000BNWJ36 4,755,024 52,816 SH   SOLE N/A 52,816 0 0
MERCADOLIBRE INC COM 58733R102 BBG000GQQT02 418,600 204 SH   SOLE N/A 204 0 0
MERCK & CO INC COM 58933Y105 BBG000BPD257 5,434,300 47,854 SH   SOLE N/A 47,854 0 0
MGM RESORTS INTERNATIONAL COM 552953101 BBG000C2C1W0 513,291 13,131 SH   SOLE N/A 13,131 0 0
MICRON TECHNOLOGY INC COM 595112103 BBG000C60FN3 574,657 5,541 SH   SOLE N/A 5,541 0 0
MICROSOFT CORP COM 594918104 BBG000BPHFS9 5,007,831 11,638 SH   SOLE N/A 11,638 0 0
MICROSTRATEGY INC CL A NEW 594972408 BBG000GQK387 325,567 1,931 SH   SOLE N/A 1,931 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104 BBG019X46ZN5 788,545 57,558 SH   SOLE N/A 57,558 0 0
MOELIS & CO CL A 60786M105 BBG0063JJ1M4 210,942 3,079 SH   SOLE N/A 3,079 0 0
MOHAWK INDS INC COM 608190104 BBG000FLZR62 209,848 1,306 SH   SOLE N/A 1,306 0 0
MOLSON COORS BEVERAGE CO CL B 60871R209 BBG000BS7MP2 2,788,224 48,474 SH   SOLE N/A 48,474 0 0
MONDELEZ INTL INC CL A 609207105 BBG000D4M6H0 2,541,689 34,501 SH   SOLE N/A 34,501 0 0
MONGODB INC CL A 60937P106 BBG00HT4ZBM5 495,552 1,833 SH   SOLE N/A 1,833 0 0
MOODYS CORP COM 615369105 BBG000F86JD3 2,745,503 5,785 SH   SOLE N/A 5,785 0 0
MOSAIC CO NEW COM 61945C103 BBG000BFXLX4 524,942 19,602 SH   SOLE N/A 19,602 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 BBG000BP9038 666,352 1,482 SH   SOLE N/A 1,482 0 0
MSC INDL DIRECT INC CL A 553530106 BBG000BCM158 1,430,834 16,626 SH   SOLE N/A 16,626 0 0
MSCI INC COM 55354G100 BBG000RTDZW9 210,438 361 SH   SOLE N/A 361 0 0
NASDAQ INC COM 631103108 BBG000F5YBW4 2,808,768 38,471 SH   SOLE N/A 38,471 0 0
NCR VOYIX CORPORATION COM 62886E108 BBG000BMXM30 281,713 20,760 SH   SOLE N/A 20,760 0 0
NETFLIX INC COM 64110L106 BBG000CLD9D1 208,525 294 SH   SOLE N/A 294 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 BBG000GJTN99 1,237,808 10,743 SH   SOLE N/A 10,743 0 0
NEW YORK TIMES CO CL A 650111107 BBG000FFD4B4 291,989 5,245 SH   SOLE N/A 5,245 0 0
NEWMONT CORP COM 651639106 BBG000BPWYG4 2,309,521 43,209 SH   SOLE N/A 43,209 0 0
NEWS CORP NEW CL A 65249B109 BBG004PLVW57 990,130 37,181 SH   SOLE N/A 37,181 0 0
NORFOLK SOUTHN CORP COM 655844108 BBG000BQ5GM4 556,889 2,241 SH   SOLE N/A 2,241 0 0
NORTHERN TR CORP COM 665859104 BBG000BQ7GH8 919,656 10,215 SH   SOLE N/A 10,215 0 0
NORTHROP GRUMMAN CORP COM 666807102 BBG000BQ2F03 1,686,656 3,194 SH   SOLE N/A 3,194 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 BBG001WVB2M2 530,594 25,870 SH   SOLE N/A 25,870 0 0
NOV INC COM 62955J103 BBG000BJXC48 1,927,850 120,717 SH   SOLE N/A 120,717 0 0
NRG ENERGY INC COM NEW 629377508 BBG000D8RHJ0 2,916,293 32,012 SH   SOLE N/A 32,012 0 0
NU HLDGS LTD ORD SHS CL A G6683N103 BBG0136WM1R9 880,684 64,519 SH   SOLE N/A 64,519 0 0
NUCOR CORP COM 670346105 BBG000BQ8MY5 2,381,536 15,841 SH   SOLE N/A 15,841 0 0
NUTANIX INC CL A 67059N108 BBG00BRBPMV1 201,865 3,407 SH   SOLE N/A 3,407 0 0
NUTRIEN LTD COM 67077M108 BBG00JM9XLR2 769,200 16,005 SH   SOLE N/A 16,005 0 0
NVENT ELECTRIC PLC SHS G6700G107 BBG00GNT79D4 964,319 13,725 SH   SOLE N/A 13,725 0 0
NVIDIA CORPORATION COM 67066G104 BBG000BBK0R0 565,060 4,653 SH   SOLE N/A 4,653 0 0
OKTA INC CL A 679295105 BBG00G6S3JL8 1,863,481 25,067 SH   SOLE N/A 25,067 0 0
OMNICOM GROUP INC COM 681919106 BBG000BS95R5 272,226 2,633 SH   SOLE N/A 2,633 0 0
ONEMAIN HLDGS INC COM 68268W103 BBG005497H63 299,977 6,373 SH   SOLE N/A 6,373 0 0
ONTO INNOVATION INC COM 683344105 BBG000BPRQ59 305,943 1,474 SH   SOLE N/A 1,474 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 BBG000BGZ8C2 310,932 270 SH   SOLE N/A 270 0 0
OVINTIV INC COM 69047Q102 BBG00R2NHQH3 1,317,672 34,395 SH   SOLE N/A 34,395 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 BBG00X7K6X24 242,246 6,512 SH   SOLE N/A 6,512 0 0
PAN AMERN SILVER CORP COM 697900108 BBG000C0RJP7 691,757 33,146 SH   SOLE N/A 33,146 0 0
PARAMOUNT GLOBAL CLASS B COM 92556H206 BBG000C49H91 412,024 38,797 SH   SOLE N/A 38,797 0 0
PARKER-HANNIFIN CORP COM 701094104 BBG000BR3N30 1,137,276 1,800 SH   SOLE N/A 1,800 0 0
PARSONS CORP DEL COM 70202L102 BBG00NWC5J00 930,010 8,970 SH   SOLE N/A 8,970 0 0
PATTERSON-UTI ENERGY INC COM 703481101 BBG000BKXQ08 449,682 58,782 SH   SOLE N/A 58,782 0 0
PAYCOM SOFTWARE INC COM 70432V102 BBG0064N1072 281,170 1,688 SH   SOLE N/A 1,688 0 0
PAYPAL HLDGS INC COM 70450Y103 BBG0077VNYG1 2,288,230 29,325 SH   SOLE N/A 29,325 0 0
PEABODY ENERGY CORP COM 704551100 BBG00GBV88X1 317,737 11,972 SH   SOLE N/A 11,972 0 0
PENTAIR PLC SHS G7S00T104 BBG000C223L9 1,469,295 15,025 SH   SOLE N/A 15,025 0 0
PENUMBRA INC COM 70975L107 BBG009SYFXC3 242,110 1,246 SH   SOLE N/A 1,246 0 0
PEPSICO INC COM 713448108 BBG000DH7TN1 3,418,685 20,104 SH   SOLE N/A 20,104 0 0
PFIZER INC COM 717081103 BBG000BR2F10 5,379,425 185,882 SH   SOLE N/A 185,882 0 0
PHILIP MORRIS INTL INC COM 718172109 BBG000J2XPB0 5,823,072 47,966 SH   SOLE N/A 47,966 0 0
PHILLIPS 66 COM 718546104 BBG002VX6CQ7 2,443,787 18,591 SH   SOLE N/A 18,591 0 0
PLANET FITNESS INC CL A 72703H101 BBG009H04M71 1,703,346 20,972 SH   SOLE N/A 20,972 0 0
PORTLAND GEN ELEC CO COM NEW 736508847 BBG000BCRRB9 247,212 5,161 SH   SOLE N/A 5,161 0 0
PPG INDS INC COM 693506107 BBG000BRJ952 1,719,728 12,983 SH   SOLE N/A 12,983 0 0
PRICE T ROWE GROUP INC COM 74144T108 BBG000BVMYQ1 3,708,195 34,042 SH   SOLE N/A 34,042 0 0
PRINCIPAL FINANCIAL GROUP IN COM 74251V102 BBG000NSF0Z7 310,958 3,620 SH   SOLE N/A 3,620 0 0
PROCORE TECHNOLOGIES INC COM 74275K108 BBG00S2L26Z5 1,297,786 21,027 SH   SOLE N/A 21,027 0 0
PROGRESSIVE CORP COM 743315103 BBG000BR39M0 4,744,297 18,696 SH   SOLE N/A 18,696 0 0
PURE STORAGE INC CL A 74624M102 BBG009S77DZ0 504,912 10,050 SH   SOLE N/A 10,050 0 0
PVH CORPORATION COM 693656100 BBG000BRRHK8 1,240,209 12,300 SH   SOLE N/A 12,300 0 0
QIAGEN NV SHS NEW N72482149 BBG000GTZ0C6 4,704,829 103,244 SH   SOLE N/A 103,244 0 0
QORVO INC COM 74736K101 BBG007TJF282 401,217 3,884 SH   SOLE N/A 3,884 0 0
QUALCOMM INC COM 747525103 BBG000CGCDW3 3,378,043 19,865 SH   SOLE N/A 19,865 0 0
RAMBUS INC DEL COM 750917106 BBG000BR3C43 3,162,700 74,910 SH   SOLE N/A 74,910 0 0
RAYMOND JAMES FINL INC COM 754730109 BBG000BS74T8 791,092 6,460 SH   SOLE N/A 6,460 0 0
RB GLOBAL INC COM 74935Q107 BBG000C1DH01 560,774 6,967 SH   SOLE N/A 6,967 0 0
RECURSION PHARMACEUTICALS IN CL A 75629V104 BBG00ZS43GL1 224,172 34,017 SH   SOLE N/A 34,017 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100 BBG000Q3JQJ6 1,420,097 60,870 SH   SOLE N/A 60,870 0 0
RESMED INC COM 761152107 BBG000L4NCN0 728,454 2,984 SH   SOLE N/A 2,984 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 BBG007PMX0W6 663,720 9,203 SH   SOLE N/A 9,203 0 0
RH COM 74967X103 BBG002293PN9 228,750 684 SH   SOLE N/A 684 0 0
RIOT PLATFORMS INC COM 767292105 BBG000BQ4BP3 696,152 93,821 SH   SOLE N/A 93,821 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103 BBG0133C7H25 313,543 27,945 SH   SOLE N/A 27,945 0 0
ROCKWELL AUTOMATION INC COM 773903109 BBG000BBCHL8 1,532,638 5,709 SH   SOLE N/A 5,709 0 0
ROLLINS INC COM 775711104 BBG000BSBD13 755,311 14,933 SH   SOLE N/A 14,933 0 0
ROSS STORES INC COM 778296103 BBG000BSC9R3 2,369,629 15,744 SH   SOLE N/A 15,744 0 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104 BBG00V1L5ZJ0 1,117,257 39,493 SH   SOLE N/A 39,493 0 0
RTX CORPORATION COM 75513E101 BBG000BW8TX8 5,526,108 45,610 SH   SOLE N/A 45,610 0 0
RYAN SPECIALTY HOLDINGS INC CL A 78351F107 BBG011K4W170 222,738 3,355 SH   SOLE N/A 3,355 0 0
S&P GLOBAL INC COM 78409V104 BBG000BP1RM6 2,810,929 5,441 SH   SOLE N/A 5,441 0 0
SAMSARA INC COM CL A 79589L106 BBG012CPBT09 228,811 4,755 SH   SOLE N/A 4,755 0 0
SAREPTA THERAPEUTICS INC COM 803607100 BBG000BCJC58 310,851 2,489 SH   SOLE N/A 2,489 0 0
SCHLUMBERGER LTD COM STK 806857108 BBG000BT4384 6,029,054 143,720 SH   SOLE N/A 143,720 0 0
SCHWAB CHARLES CORP COM 808513105 BBG000BSM368 682,255 10,527 SH   SOLE N/A 10,527 0 0
SCORPIO TANKERS INC SHS Y7542C130 BBG000Q1TYC9 547,370 7,677 SH   SOLE N/A 7,677 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 BBG0113JHNN7 2,131,454 19,460 SH   SOLE N/A 19,460 0 0
SEALED AIR CORP NEW COM 81211K100 BBG000C22T32 1,242,985 34,242 SH   SOLE N/A 34,242 0 0
SEMPRA COM 816851109 BBG000C2ZGQ9 1,229,946 14,707 SH   SOLE N/A 14,707 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 BBG00JPGYW70 659,035 18,378 SH   SOLE N/A 18,378 0 0
SHERWIN WILLIAMS CO COM 824348106 BBG000BSXT78 4,555,995 11,937 SH   SOLE N/A 11,937 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 BBG00YQ822F6 104,150 18,565 SH   SOLE N/A 18,565 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 BBG000KLDQZ0 1,570,048 15,896 SH   SOLE N/A 15,896 0 0
SMARTSHEET INC COM CL A 83200N103 BBG00KG3GLQ9 870,647 15,727 SH   SOLE N/A 15,727 0 0
SNAP ON INC COM 833034101 BBG000BT7MD3 493,956 1,705 SH   SOLE N/A 1,705 0 0
SNOWFLAKE INC CL A 833445109 BBG00WXXS1W2 1,197,645 10,427 SH   SOLE N/A 10,427 0 0
SOFI TECHNOLOGIES INC COM 83406F102 BBG00YB1ZDQ5 929,673 118,279 SH   SOLE N/A 118,279 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 BBG000RJ2QV4 2,731,967 36,814 SH   SOLE N/A 36,814 0 0
STARBUCKS CORP COM 855244109 BBG000CTRNT1 477,896 4,902 SH   SOLE N/A 4,902 0 0
STATE STR CORP COM 857477103 BBG000BKFCH1 3,685,572 41,659 SH   SOLE N/A 41,659 0 0
STELLANTIS N.V SHS N82405106 BBG00790SJJ2 3,563,459 253,627 SH   SOLE N/A 253,627 0 0
TAPESTRY INC COM 876030107 BBG000BY2CY6 291,370 6,202 SH   SOLE N/A 6,202 0 0
TARGA RES CORP COM 87612G101 BBG0015XMW86 478,812 3,235 SH   SOLE N/A 3,235 0 0
TAYLOR MORRISON HOME CORP COM 87724P106 BBG003PGJHT1 355,445 5,059 SH   SOLE N/A 5,059 0 0
TD SYNNEX CORPORATION COM 87162W100 BBG000CL9LT2 283,989 2,365 SH   SOLE N/A 2,365 0 0
TE CONNECTIVITY PLC ORD SHS G87052109 BBG01Q0D8ZV2 858,378 5,685 SH   SOLE N/A 5,685 0 0
TECHNIPFMC PLC COM G87110105 BBG00DL8NMZ8 752,539 28,690 SH   SOLE N/A 28,690 0 0
TEGNA INC COM 87901J105 BBG000BK5H18 1,006,385 63,776 SH   SOLE N/A 63,776 0 0
TEMPUR SEALY INTL INC COM 88023U101 BBG000PXGX45 867,212 15,883 SH   SOLE N/A 15,883 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 BBG000CPJ107 254,951 1,534 SH   SOLE N/A 1,534 0 0
TEREX CORP NEW COM 880779103 BBG000C7C8F3 293,651 5,550 SH   SOLE N/A 5,550 0 0
THE CIGNA GROUP COM 125523100 BBG00KXXK940 4,325,303 12,485 SH   SOLE N/A 12,485 0 0
THOMSON REUTERS CORP. COM 884903808 BBG000BBSCY8 2,126,529 12,465 SH   SOLE N/A 12,465 0 0
TIMKEN CO COM 887389104 BBG000BV9856 541,985 6,430 SH   SOLE N/A 6,430 0 0
TJX COS INC NEW COM 872540109 BBG000BV8G95 3,208,019 27,293 SH   SOLE N/A 27,293 0 0
TOAST INC CL A 888787108 BBG012FFPW24 1,919,305 67,796 SH   SOLE N/A 67,796 0 0
TOLL BROTHERS INC COM 889478103 BBG000BVHF42 613,943 3,974 SH   SOLE N/A 3,974 0 0
TRACTOR SUPPLY CO COM 892356106 BBG000BLY8F9 580,987 1,997 SH   SOLE N/A 1,997 0 0
TRI POINTE HOMES INC COM 87265H109 BBG003QVLQD1 882,186 19,470 SH   SOLE N/A 19,470 0 0
TRUIST FINL CORP COM 89832Q109 BBG000BYYNN9 1,208,424 28,254 SH   SOLE N/A 28,254 0 0
UBER TECHNOLOGIES INC COM 90353T100 BBG00NW4HS14 749,420 9,971 SH   SOLE N/A 9,971 0 0
UNDER ARMOUR INC CL A 904311107 BBG000BXM875 202,533 22,731 SH   SOLE N/A 22,731 0 0
UNION PAC CORP COM 907818108 BBG000BW3413 5,344,426 21,683 SH   SOLE N/A 21,683 0 0
UNITED AIRLS HLDGS INC COM 910047109 BBG000M684B2 1,180,058 20,681 SH   SOLE N/A 20,681 0 0
UNITED PARCEL SERVICE INC CL B 911312106 BBG000L9CXY3 517,547 3,796 SH   SOLE N/A 3,796 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 BBG000CB9T62 847,795 3,702 SH   SOLE N/A 3,702 0 0
UNUM GROUP COM 91529Y106 BBG000BW2T82 1,257,810 21,161 SH   SOLE N/A 21,161 0 0
UPSTART HLDGS INC COM 91680M107 BBG00Y3JY912 905,706 22,637 SH   SOLE N/A 22,637 0 0
US FOODS HLDG CORP COM 912008109 BBG00C6H6D95 646,488 10,512 SH   SOLE N/A 10,512 0 0
VARONIS SYS INC COM 922280102 BBG005GQSZ05 1,156,612 20,471 SH   SOLE N/A 20,471 0 0
VEEVA SYS INC CL A COM 922475108 BBG005845P91 325,928 1,553 SH   SOLE N/A 1,553 0 0
VERALTO CORP COM SHS 92338C103 BBG01J3HMZ77 2,125,676 19,003 SH   SOLE N/A 19,003 0 0
VERISIGN INC COM 92343E102 BBG000BGKTY8 1,072,514 5,646 SH   SOLE N/A 5,646 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 BBG000HS79Q4 1,485,758 33,083 SH   SOLE N/A 33,083 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 BBG000C1SD31 587,861 1,264 SH   SOLE N/A 1,264 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 BBG00L2B8L01 665,986 6,694 SH   SOLE N/A 6,694 0 0
VICTORIAS SECRET AND CO COMMON STOCK 926400102 BBG011RCV8V4 794,027 30,896 SH   SOLE N/A 30,896 0 0
VISA INC COM CL A 92826C839 BBG000PSL0X0 5,603,206 20,379 SH   SOLE N/A 20,379 0 0
VISTRA CORP COM 92840M102 BBG00DXDL6W4 4,460,423 37,628 SH   SOLE N/A 37,628 0 0
VOYA FINANCIAL INC COM 929089100 BBG003MCYRP8 1,200,579 15,155 SH   SOLE N/A 15,155 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 BBG000BWLX00 607,264 67,775 SH   SOLE N/A 67,775 0 0
WEBSTER FINL CORP COM 947890109 BBG000BWMZ04 644,243 13,822 SH   SOLE N/A 13,822 0 0
WELLS FARGO CO NEW COM 949746101 BBG000BWQHB8 3,169,993 56,116 SH   SOLE N/A 56,116 0 0
WENDYS CO COM 95058W100 BBG000D54L11 967,647 55,231 SH   SOLE N/A 55,231 0 0
WESTERN DIGITAL CORP. COM 958102105 BBG000BWNQ67 1,181,622 17,303 SH   SOLE N/A 17,303 0 0
WESTERN UN CO COM 959802109 BBG000BB55B3 196,416 16,464 SH   SOLE N/A 16,464 0 0
WILLIAMS COS INC COM 969457100 BBG000BWVH31 2,544,257 55,734 SH   SOLE N/A 55,734 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103 BBG000DB3XL1 1,272,959 4,322 SH   SOLE N/A 4,322 0 0
WOLFSPEED INC COM 977852102 BBG000BG16Y9 801,521 82,631 SH   SOLE N/A 82,631 0 0
WORKDAY INC CL A 98138H101 BBG003BW0FC3 1,117,443 4,572 SH   SOLE N/A 4,572 0 0
XP INC CL A G98239109 BBG00QVJYHB9 931,552 51,926 SH   SOLE N/A 51,926 0 0
XPO INC COM 983793100 BBG000L5CM84 257,486 2,395 SH   SOLE N/A 2,395 0 0
YETI HLDGS INC COM 98585X104 BBG00D8JC8J0 1,090,413 26,576 SH   SOLE N/A 26,576 0 0
YUM BRANDS INC COM 988498101 BBG000BH3J68 561,215 4,017 SH   SOLE N/A 4,017 0 0
YUM CHINA HLDGS INC COM 98850P109 BBG00B8N0HM4 1,978,899 43,956 SH   SOLE N/A 43,956 0 0
ZETA GLOBAL HOLDINGS CORP CL A 98956A105 BBG010FXVR78 1,751,558 58,718 SH   SOLE N/A 58,718 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 BBG009NRSYZ2 1,418,747 22,220 SH   SOLE N/A 22,220 0 0
ZIM INTEGRATED SHIPPING SERV SHS M9T951109 BBG00YQ7XR41 548,072 21,359 SH   SOLE N/A 21,359 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104 BBG00S1HJ455 293,769 28,466 SH   SOLE N/A 28,466 0 0
ZSCALER INC COM 98980G102 BBG00K4MD5L3 1,096,922 6,417 SH   SOLE N/A 6,417 0 0
ZURN ELKAY WATER SOLNS CORP COM 98983L108 BBG001QFMKM2 231,705 6,447 SH   SOLE N/A 6,447 0 0