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 BBG003P7K0B5 7,372,799 35,189 SH   SOLE N/A 35,189 0 0
ABERCROMBIE & FITCH CO CL A 002896207 BBG000H9G9Y7 3,361,120 44,011 SH   SOLE N/A 44,011 0 0
ACADIA HEALTHCARE COMPANY IN COM 00404A109 BBG0027GFCF3 261,934 8,639 SH   SOLE N/A 8,639 0 0
ADIENT PLC ORD SHS G0084W101 BBG00BL29G48 966,069 75,122 SH   SOLE N/A 75,122 0 0
ADOBE INC COM 00724F101 BBG000BB5BP5 7,087,251 18,479 SH   SOLE N/A 18,479 0 0
ADT INC DEL COM 00090Q103 BBG000BQ4BP3 851,436 104,599 SH   SOLE N/A 104,599 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 BBG000F7RFH6 873,089 22,267 SH   SOLE N/A 22,267 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 BBG0068SP4V6 287,488 2,646 SH   SOLE N/A 2,646 0 0
AERCAP HOLDINGS NV SHS N00985106 BBG000Q9G1G4 5,187,171 50,770 SH   SOLE N/A 50,770 0 0
AEROVIRONMENT INC COM 008073108 BBG000GX2MC5 280,812 2,356 SH   SOLE N/A 2,356 0 0
AES CORP COM 00130H105 BBG000C23NG0 296,999 23,913 SH   SOLE N/A 23,913 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 BBG000C2V541 6,339,380 54,192 SH   SOLE N/A 54,192 0 0
AGNICO EAGLE MINES LTD COM 008474108 BBG000DLVGV4 691,331 6,377 SH   SOLE N/A 6,377 0 0
AIR PRODS & CHEMS INC COM 009158106 BBG000BC4LR0 671,238 2,276 SH   SOLE N/A 2,276 0 0
ALASKA AIR GROUP INC COM 011659109 BBG000BBL222 2,330,124 47,341 SH   SOLE N/A 47,341 0 0
ALBERTSONS COS INC COMMON STOCK 013091103 BBG009KG17B3 2,348,752 106,810 SH   SOLE N/A 106,810 0 0
ALIGHT INC COM CL A 01626W101 BBG00NWC5J00 313,596 52,883 SH   SOLE N/A 52,883 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 BBG001KY3881 241,280 2,522 SH   SOLE N/A 2,522 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 BBG00Q53VYR2 322,944 1,196 SH   SOLE N/A 1,196 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG000BKCHJ1 709,334 4,587 SH   SOLE N/A 4,587 0 0
ALTRIA GROUP INC COM 02209S103 BBG000BP6MW1 4,202,120 70,012 SH   SOLE N/A 70,012 0 0
AMAZON COM INC COM 023135106 BBG000BVQ4Z3 1,036,917 5,450 SH   SOLE N/A 5,450 0 0
AMEREN CORP COM 023608102 BBG000B9XB97 3,096,035 30,837 SH   SOLE N/A 30,837 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 BBG000BGY0Z5 1,764,044 151,811 SH   SOLE N/A 151,811 0 0
AMERICAN ELEC PWR CO INC COM 025537101 BBG000BB9X46 2,182,887 19,977 SH   SOLE N/A 19,977 0 0
AMERICAN FINL GROUP INC OHIO COM 025932104 BBG000DPKMB6 310,225 2,362 SH   SOLE N/A 2,362 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 BBG000BBF265 9,459,072 108,800 SH   SOLE N/A 108,800 0 0
AMERIPRISE FINL INC COM 03076C106 BBG000G3QP92 385,836 797 SH   SOLE N/A 797 0 0
AMETEK INC COM 031100100 BBG000B9XKF0 6,551,821 38,061 SH   SOLE N/A 38,061 0 0
AMGEN INC COM 031162100 BBG000BBSCX9 7,554,776 24,249 SH   SOLE N/A 24,249 0 0
ANALOG DEVICES INC COM 032654105 BBG000BB6RX0 4,158,839 20,622 SH   SOLE N/A 20,622 0 0
ANGLOGOLD ASHANTI PLC COM SHS G0378L100 BBG01J6FN5X4 3,610,737 97,272 SH   SOLE N/A 97,272 0 0
ANTERO MIDSTREAM CORP COM 03676B102 BBG00GBNZ4R5 786,258 43,681 SH   SOLE N/A 43,681 0 0
ANTERO RESOURCES CORP COM 03674X106 BBG004PMFSC4 2,718,539 67,224 SH   SOLE N/A 67,224 0 0
APA CORPORATION COM 03743Q108 BBG00YTSQK72 6,476,935 308,132 SH   SOLE N/A 308,132 0 0
APELLIS PHARMACEUTICALS INC COM 03753U106 BBG00B6KDSL5 211,483 9,670 SH   SOLE N/A 9,670 0 0
APPLIED OPTOELECTRONICS INC COM 03823U102 BBG00564XQN4 237,142 15,449 SH   SOLE N/A 15,449 0 0
APTIV PLC COM SHS G3265R107 BBG01R91FZ49 982,940 16,520 SH   SOLE N/A 16,520 0 0
ARCHER AVIATION INC COM CL A 03945R102 BBG00YGCK400 279,373 39,293 SH   SOLE N/A 39,293 0 0
ARISTA NETWORKS INC COM SHS 040413205 BBG0068J0HN3 1,078,754 13,923 SH   SOLE N/A 13,923 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100 BBG00XK4JQH0 222,637 45,716 SH   SOLE N/A 45,716 0 0
ASHLAND INC COM 044186104 BBG00D20JBT2 1,436,656 24,231 SH   SOLE N/A 24,231 0 0
ASPEN AEROGELS INC COM 04523Y105 BBG001S58H09 499,270 78,133 SH   SOLE N/A 78,133 0 0
ATI INC COM 01741R102 BBG000LC2KK0 1,376,454 26,455 SH   SOLE N/A 26,455 0 0
ATLASSIAN CORPORATION CL A 049468101 BBG01BHHGJQ1 5,186,412 24,440 SH   SOLE N/A 24,440 0 0
AUTOLIV INC COM 052800109 BBG000BVLVN1 683,188 7,724 SH   SOLE N/A 7,724 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 BBG000JG1MT2 759,853 2,487 SH   SOLE N/A 2,487 0 0
AVERY DENNISON CORP COM 053611109 BBG000BCQ742 1,025,107 5,760 SH   SOLE N/A 5,760 0 0
AXALTA COATING SYS LTD COM G0750C108 BBG0070QYRW4 3,012,897 90,832 SH   SOLE N/A 90,832 0 0
BAKER HUGHES COMPANY CL A 05722G100 BBG00GCRFYW5 1,320,390 30,043 SH   SOLE N/A 30,043 0 0
BALL CORP COM 058498106 BBG000BDDPK6 3,254,219 62,497 SH   SOLE N/A 62,497 0 0
BANK AMERICA CORP COM 060505104 BBG000BCTN44 1,790,801 42,914 SH   SOLE N/A 42,914 0 0
BANK NEW YORK MELLON CORP COM 064058100 BBG000BD8QV8 7,202,588 85,878 SH   SOLE N/A 85,878 0 0
BARRICK GOLD CORP COM 067901108 BBG000BB0BD3 8,075,357 415,399 SH   SOLE N/A 415,399 0 0
BATH & BODY WORKS INC COM 070830104 BBG000BNGW17 3,965,310 130,782 SH   SOLE N/A 130,782 0 0
BAXTER INTL INC COM 071813109 BBG000BCVLK7 530,770 15,506 SH   SOLE N/A 15,506 0 0
BELLRING BRANDS INC COMMON STOCK 07831C103 BBG000GZQBJ1 1,220,623 16,393 SH   SOLE N/A 16,393 0 0
BENTLEY SYS INC COM CL B 08265T208 BBG009ZHB8K2 625,585 15,902 SH   SOLE N/A 15,902 0 0
BERKLEY W R CORP COM 084423102 BBG000BWLX00 929,350 13,060 SH   SOLE N/A 13,060 0 0
BIOGEN INC COM 09062X103 BBG000C18861 1,979,664 14,467 SH   SOLE N/A 14,467 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 BBG000CZX7N1 3,058,403 43,265 SH   SOLE N/A 43,265 0 0
BITDEER TECHNOLOGIES GROUP CL A ORD SHS G11448100 BBG0146WMFR6 122,287 13,849 SH   SOLE N/A 13,849 0 0
BLOCK H & R INC COM 093671105 BBG000BLDXM9 564,640 10,283 SH   SOLE N/A 10,283 0 0
BLOCK INC CL A 852234103 BBG00B6KP747 3,627,777 66,773 SH   SOLE N/A 66,773 0 0
BLOOM ENERGY CORP COM CL A 093712107 BBG00L4SB0Y7 220,703 11,226 SH   SOLE N/A 11,226 0 0
BOEING CO COM 097023105 BBG000BCSV38 396,529 2,325 SH   SOLE N/A 2,325 0 0
BOOT BARN HLDGS INC COM 099406100 BBG0077SYZZ2 532,960 4,961 SH   SOLE N/A 4,961 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 BBG0015MBGS5 6,910,751 66,081 SH   SOLE N/A 66,081 0 0
BOSTON SCIENTIFIC CORP COM 101137107 BBG000C0LY07 2,780,555 27,563 SH   SOLE N/A 27,563 0 0
BOX INC CL A 10316T104 BBG0067SDZN0 213,860 6,930 SH   SOLE N/A 6,930 0 0
BRIDGEBIO PHARMA INC COM 10806X102 BBG00PF2LY41 1,472,613 42,598 SH   SOLE N/A 42,598 0 0
BROADCOM INC COM 11135F101 BBG00KHY5SQ7 8,978,769 53,627 SH   SOLE N/A 53,627 0 0
BRUNSWICK CORP COM 117043109 BBG000BCWW77 226,978 4,215 SH   SOLE N/A 4,215 0 0
BWX TECHNOLOGIES INC COM 05605H100 BBG000D86H49 2,656,250 26,926 SH   SOLE N/A 26,926 0 0
C3 AI INC CL A 12468P104 BBG00Y6G6X77 294,300 13,981 SH   SOLE N/A 13,981 0 0
CACI INTL INC CL A 127190304 BBG000KQYD03 732,005 1,995 SH   SOLE N/A 1,995 0 0
CALIFORNIA RES CORP COM STOCK 13057Q305 BBG00Y04KPD4 339,404 7,719 SH   SOLE N/A 7,719 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 BBG0029SNRB7 450,357 22,826 SH   SOLE N/A 22,826 0 0
CARDINAL HEALTH INC COM 14149Y108 BBG000D89CS1 726,461 5,273 SH   SOLE N/A 5,273 0 0
CARMAX INC COM 143130102 BBG000BLN1T1 522,376 6,704 SH   SOLE N/A 6,704 0 0
CARTERS INC COM 146229109 BBG000CTM6D0 358,898 8,775 SH   SOLE N/A 8,775 0 0
CARVANA CO CL A 146869102 BBG00GCTWDM9 707,109 3,382 SH   SOLE N/A 3,382 0 0
CDW CORP COM 12514G108 BBG004CH8XX3 5,655,575 35,290 SH   SOLE N/A 35,290 0 0
CENTENE CORP DEL COM 15135B101 BBG000BHMC53 3,839,483 63,243 SH   SOLE N/A 63,243 0 0
CF INDS HLDGS INC COM 125269100 BBG000BWJJP7 860,275 11,008 SH   SOLE N/A 11,008 0 0
CHART INDS INC COM 16115Q308 BBG000P1K5N0 524,316 3,632 SH   SOLE N/A 3,632 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 BBG00B550NP0 984,712 2,672 SH   SOLE N/A 2,672 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 BBG000GJTN99 392,934 1,724 SH   SOLE N/A 1,724 0 0
CHENIERE ENERGY INC COM NEW 16411R208 BBG000C3HV48 1,042,688 4,506 SH   SOLE N/A 4,506 0 0
CHEVRON CORP NEW COM 166764100 BBG000BBF443 3,384,611 20,232 SH   SOLE N/A 20,232 0 0
CHEWY INC CL A 16679L109 BBG00Y7BLJ44 3,619,371 111,331 SH   SOLE N/A 111,331 0 0
CHORD ENERGY CORPORATION COM NEW 674215207 BBG00Y7BLJ44 893,757 7,929 SH   SOLE N/A 7,929 0 0
CINTAS CORP COM 172908105 BBG000H40GL3 4,224,053 20,552 SH   SOLE N/A 20,552 0 0
CIRRUS LOGIC INC COM 172755100 BBG000C1DS52 330,356 3,315 SH   SOLE N/A 3,315 0 0
CITIGROUP INC COM NEW 172967424 BBG000FY4VG8 3,332,413 46,942 SH   SOLE N/A 46,942 0 0
CITIZENS FINL GROUP INC COM 174610105 BBG001QFMKM2 3,094,464 75,530 SH   SOLE N/A 75,530 0 0
CLEAN HARBORS INC COM 184496107 BBG000BFRVR6 275,743 1,399 SH   SOLE N/A 1,399 0 0
CLEARWATER ANALYTICS HLDGS I CL A 185123106 BBG012FFPZ72 2,696,402 100,612 SH   SOLE N/A 100,612 0 0
CLOROX CO DEL COM 189054109 BBG000BFS949 5,900,897 40,074 SH   SOLE N/A 40,074 0 0
CLOUDFLARE INC CL A COM 18915M107 BBG00PZV4KF2 2,674,584 23,734 SH   SOLE N/A 23,734 0 0
CNX RES CORP COM 12653C108 BBG000CKVVL5 662,024 21,030 SH   SOLE N/A 21,030 0 0
COCA COLA CO COM 191216100 BBG000BMX4N8 5,859,948 81,820 SH   SOLE N/A 81,820 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104 BBG00B6BFX14 5,109,270 58,707 SH   SOLE N/A 58,707 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 BBG000BBF443 1,139,850 14,900 SH   SOLE N/A 14,900 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 BBG00ZGF7J39 505,323 2,934 SH   SOLE N/A 2,934 0 0
COMCAST CORP NEW CL A 20030N101 BBG000BFTG15 9,311,752 252,351 SH   SOLE N/A 252,351 0 0
COMFORT SYS USA INC COM 199908104 BBG000BWN5P2 238,847 741 SH   SOLE N/A 741 0 0
COMSTOCK RES INC COM 205768302 BBG000DNBMJ3 718,734 35,336 SH   SOLE N/A 35,336 0 0
CONAGRA BRANDS INC COM 205887102 BBG000BDXHW9 6,795,249 254,790 SH   SOLE N/A 254,790 0 0
CONFLUENT INC CLASS A COM 20717M103 BBG011B9MN81 870,890 37,154 SH   SOLE N/A 37,154 0 0
CORE SCIENTIFIC INC NEW COM 21874A106 BBG000D3JZW5 814,276 112,469 SH   SOLE N/A 112,469 0 0
COREBRIDGE FINL INC COM 21871X109 BBG00D8JC8J0 2,973,515 94,188 SH   SOLE N/A 94,188 0 0
CORNING INC COM 219350105 BBG000BKG0Z6 5,474,922 119,592 SH   SOLE N/A 119,592 0 0
CREDICORP LTD COM G2519Y108 BBG000FKXBN2 243,870 1,310 SH   SOLE N/A 1,310 0 0
CRH PLC ORD G25508105 BBG000D3JZW5 3,492,937 39,706 SH   SOLE N/A 39,706 0 0
CROWN HLDGS INC COM 228368106 BBG000BF68R0 1,415,931 15,863 SH   SOLE N/A 15,863 0 0
CSX CORP COM 126408103 BBG000BGK1N1 4,705,327 159,882 SH   SOLE N/A 159,882 0 0
CUMMINS INC COM 231021106 BBG000BGPXY4 3,458,497 11,034 SH   SOLE N/A 11,034 0 0
CVS HEALTH CORP COM 126650100 BBG000C3GR48 595,319 8,787 SH   SOLE N/A 8,787 0 0
CYTOKINETICS INC COM NEW 23282W605 BBG000F0TJX3 315,210 7,843 SH   SOLE N/A 7,843 0 0
DANAHER CORPORATION COM 235851102 BBG00MS83205 548,375 2,675 SH   SOLE N/A 2,675 0 0
DARDEN RESTAURANTS INC COM 237194105 BBG000BBP059 763,310 3,674 SH   SOLE N/A 3,674 0 0
DATADOG INC CL A COM 23804L103 BBG00Q3HXSK1 1,555,315 15,677 SH   SOLE N/A 15,677 0 0
DECKERS OUTDOOR CORP COM 243537107 BBG00CCS9JW2 4,448,696 39,788 SH   SOLE N/A 39,788 0 0
DELL TECHNOLOGIES INC CL C 24703L202 BBG00MS83205 4,694,498 51,503 SH   SOLE N/A 51,503 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 BBG000R7Z2D7 1,380,943 31,673 SH   SOLE N/A 31,673 0 0
DEVON ENERGY CORP NEW COM 25179M103 BBG000BBVMM5 6,220,518 166,324 SH   SOLE N/A 166,324 0 0
DEXCOM INC COM 252131107 BBG000QTFGV1 4,720,341 69,122 SH   SOLE N/A 69,122 0 0
DILLARDS INC CL A 254067101 BBG000BS4P78 280,416 783 SH   SOLE N/A 783 0 0
DISNEY WALT CO COM 254687106 BBG000BH4SB1 10,739,942 108,814 SH   SOLE N/A 108,814 0 0
DOLLAR TREE INC COM 256746108 BBG0142NR5N1 6,574,931 87,584 SH   SOLE N/A 87,584 0 0
DOUBLEVERIFY HLDGS INC COM 25862V105 BBG000BBP059 135,411 10,128 SH   SOLE N/A 10,128 0 0
DOVER CORP COM 260003108 BBG000BHB4Z0 1,075,689 6,123 SH   SOLE N/A 6,123 0 0
DOXIMITY INC CL A 26622P107 BBG0140DYV50 4,178,508 72,006 SH   SOLE N/A 72,006 0 0
DRAFTKINGS INC NEW COM CL A 26142V105 BBG000DQTZG1 2,241,011 67,480 SH   SOLE N/A 67,480 0 0
DUPONT DE NEMOURS INC COM 26614N102 BBG00CCS9JW2 7,122,978 95,380 SH   SOLE N/A 95,380 0 0
DUTCH BROS INC CL A 26701L100 BBG01282ZHG8 2,522,388 40,855 SH   SOLE N/A 40,855 0 0
DYNATRACE INC COM NEW 268150109 BBG00PNN7C86 4,969,799 105,404 SH   SOLE N/A 105,404 0 0
E L F BEAUTY INC COM 26856L103 BBG000BHPNZ3 366,317 5,834 SH   SOLE N/A 5,834 0 0
EASTMAN CHEM CO COM 277432100 BBG000BLW6G4 654,041 7,423 SH   SOLE N/A 7,423 0 0
EATON CORP PLC SHS G29183103 BBG000BJ3QG7 1,000,063 3,679 SH   SOLE N/A 3,679 0 0
ECOLAB INC COM 278865100 BBG000BHL0C2 3,213,620 12,676 SH   SOLE N/A 12,676 0 0
EDISON INTL COM 281020107 BBG000D7RMQ3 1,329,117 22,558 SH   SOLE N/A 22,558 0 0
ELASTIC N V ORD SHS N14506104 BBG000CTVF04 285,922 3,209 SH   SOLE N/A 3,209 0 0
EMCOR GROUP INC COM 29084Q100 BBG000BBRRG6 377,023 1,020 SH   SOLE N/A 1,020 0 0
ENSIGN GROUP INC COM 29358P101 BBG000C49H91 259,188 2,003 SH   SOLE N/A 2,003 0 0
ENTEGRIS INC COM 29362U104 BBG00LN40D28 3,991,625 45,629 SH   SOLE N/A 45,629 0 0
EPAM SYS INC COM 29414B104 BBG00QRF3NQ7 501,792 2,972 SH   SOLE N/A 2,972 0 0
EQT CORP COM 26884L109 BBG000BHZ8B1 3,124,854 58,485 SH   SOLE N/A 58,485 0 0
EQUITABLE HLDGS INC COM 29452E101 BBG00J7CBVZ5 3,545,454 68,064 SH   SOLE N/A 68,064 0 0
ESSENTIAL UTILS INC COM 29670G102 BBG000BRMLK4 750,042 18,974 SH   SOLE N/A 18,974 0 0
EVERCORE INC CLASS A 29977A105 BBG000BQ8910 335,729 1,681 SH   SOLE N/A 1,681 0 0
EVEREST GROUP LTD COM G3223R108 BBG000C1XXY7 550,082 1,514 SH   SOLE N/A 1,514 0 0
EVERGY INC COM 30034W106 BBG00HY73KG4 2,966,091 43,018 SH   SOLE N/A 43,018 0 0
EXACT SCIENCES CORP COM 30063P105 BBG000CWM698 228,874 5,287 SH   SOLE N/A 5,287 0 0
EXELON CORP COM 30161N101 BBG000J6Y864 5,260,124 114,152 SH   SOLE N/A 114,152 0 0
EXPEDIA GROUP INC COM NEW 30212P303 BBG000QY43Z7 369,652 2,199 SH   SOLE N/A 2,199 0 0
FERRARI N V COM N3167Y103 BBG009PH3QN9 3,394,800 7,934 SH   SOLE N/A 7,934 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 BBG000BP6807 7,244,706 111,320 SH   SOLE N/A 111,320 0 0
FIRST AMERN FINL CORP COM 31847R102 BBG000BRXR56 2,837,972 43,242 SH   SOLE N/A 43,242 0 0
FISERV INC COM 337738108 BBG000BJKQW0 7,163,725 32,440 SH   SOLE N/A 32,440 0 0
FIVE BELOW INC COM 33829M101 BBG002WLHWX8 2,412,285 32,196 SH   SOLE N/A 32,196 0 0
FIVE9 INC COM 338307101 BBG0067FVMY5 613,481 22,596 SH   SOLE N/A 22,596 0 0
FLEX LTD ORD Y2573F102 BBG000BP6807 3,818,424 115,430 SH   SOLE N/A 115,430 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 BBG007HS9B19 240,686 2,991 SH   SOLE N/A 2,991 0 0
FLOWSERVE CORP COM 34354P105 BBG000FFH7Y8 4,354,330 89,155 SH   SOLE N/A 89,155 0 0
FLUOR CORP NEW COM 343412102 BBG000BB1WB8 4,331,999 120,938 SH   SOLE N/A 120,938 0 0
FLUTTER ENTMT PLC SHS G3643J108 BBG000P2GRF4 2,383,656 10,759 SH   SOLE N/A 10,759 0 0
FORTIVE CORP COM 34959J108 BBG00BLVZ282 2,897,196 39,590 SH   SOLE N/A 39,590 0 0
FORTUNE BRANDS INNOVATIONS I COM 34964C106 BBG001VCCJW6 1,897,325 31,165 SH   SOLE N/A 31,165 0 0
FTAI AVIATION LTD SHS G3730V105 BBG019PLQFL0 418,472 3,769 SH   SOLE N/A 3,769 0 0
GAP INC COM 364760108 BBG000BKLK68 1,004,511 48,739 SH   SOLE N/A 48,739 0 0
GATES INDL CORP PLC ORD SHS G39108108 BBG00JM9V768 533,264 28,966 SH   SOLE N/A 28,966 0 0
GE AEROSPACE COM NEW 369604301 BBG00DL8NMZ8 1,885,813 9,422 SH   SOLE N/A 9,422 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 BBG01BY44931 5,086,990 63,028 SH   SOLE N/A 63,028 0 0
GENERAC HLDGS INC COM 368736104 BBG000PQ4Z11 442,515 3,494 SH   SOLE N/A 3,494 0 0
GENERAL MTRS CO COM 37045V100 BBG0014WFHK6 502,421 10,683 SH   SOLE N/A 10,683 0 0
GENUINE PARTS CO COM 372460105 BBG000BKL4C7 861,382 7,230 SH   SOLE N/A 7,230 0 0
GITLAB INC CLASS A COM 37637K108 BBG000BKL4C7 299,578 6,374 SH   SOLE N/A 6,374 0 0
GLOBAL PMTS INC COM 37940X102 BBG000CX0RB1 524,557 5,357 SH   SOLE N/A 5,357 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 BBG000C6CH10 3,390,822 6,207 SH   SOLE N/A 6,207 0 0
GRACO INC COM 384109104 BBG000BK9XD6 621,314 7,440 SH   SOLE N/A 7,440 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 BBG0021RGSV1 462,592 2,469 SH   SOLE N/A 2,469 0 0
HAEMONETICS CORP MASS COM 405024100 BBG000C7VJ86 225,793 3,553 SH   SOLE N/A 3,553 0 0
HALLIBURTON CO COM 406216101 BBG000C6CH10 10,534,613 415,239 SH   SOLE N/A 415,239 0 0
HASBRO INC COM 418056107 BBG012TGZFY8 999,889 16,261 SH   SOLE N/A 16,261 0 0
HAWAIIAN ELEC INDUSTRIES COM 419870100 BBG000BL0QT1 382,516 34,933 SH   SOLE N/A 34,933 0 0
HEICO CORP NEW COM 422806109 BBG000BL18H3 371,127 1,389 SH   SOLE N/A 1,389 0 0
HERC HLDGS INC COM 42704L104 BBG000FNT368 321,711 2,396 SH   SOLE N/A 2,396 0 0
HEXCEL CORP NEW COM 428291108 BBG000BLMGR1 330,203 6,030 SH   SOLE N/A 6,030 0 0
HF SINCLAIR CORP COM 403949100 BBG0142NR5N1 2,238,372 68,077 SH   SOLE N/A 68,077 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 BBG000BKVWG0 3,223,928 14,168 SH   SOLE N/A 14,168 0 0
HIMS & HERS HEALTH INC COM CL A 433000106 BBG00Q53VYR2 705,152 23,863 SH   SOLE N/A 23,863 0 0
HOME DEPOT INC COM 437076102 BBG000BKZDM1 7,096,712 19,364 SH   SOLE N/A 19,364 0 0
HONEYWELL INTL INC COM 438516106 BBG000H56NZ4 9,449,344 44,625 SH   SOLE N/A 44,625 0 0
HORMEL FOODS CORP COM 440452100 BBG000BKZWW8 3,520,137 113,773 SH   SOLE N/A 113,773 0 0
HP INC COM 40434L105 BBG000KHWXF5 1,184,800 42,788 SH   SOLE N/A 42,788 0 0
HUBBELL INC COM 443510607 BBG000BLK490 283,921 858 SH   SOLE N/A 858 0 0
HUBSPOT INC COM 443573100 BBG0071GP394 534,727 936 SH   SOLE N/A 936 0 0
HUMANA INC COM 444859102 BBG000BLKM81 1,297,334 4,903 SH   SOLE N/A 4,903 0 0
HUNT J B TRANS SVCS INC COM 445658107 BBG000BMDQK4 1,089,356 7,363 SH   SOLE N/A 7,363 0 0
ICON PLC SHS G4705A100 BBG0071GP394 291,883 1,668 SH   SOLE N/A 1,668 0 0
IDEX CORP COM 45167R104 BBG000C1HPK7 630,861 3,486 SH   SOLE N/A 3,486 0 0
ILLUMINA INC COM 452327109 BBG000DSQ5M9 2,204,700 27,788 SH   SOLE N/A 27,788 0 0
IMPINJ INC COM 453204109 BBG001NKQWD4 284,526 3,137 SH   SOLE N/A 3,137 0 0
INCYTE CORP COM 45337C102 BBG000LV1PQ2 579,827 9,576 SH   SOLE N/A 9,576 0 0
INGERSOLL RAND INC COM 45687V106 BBG00GK8PMC5 554,128 6,924 SH   SOLE N/A 6,924 0 0
INSPIRE MED SYS INC COM 457730109 BBG000C1FCF4 425,915 2,674 SH   SOLE N/A 2,674 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 BBG000LV1PQ2 9,549,575 57,670 SH   SOLE N/A 57,670 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 BBG000C1FCF4 7,984,508 46,287 SH   SOLE N/A 46,287 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 BBG000BLSM65 2,095,548 27,001 SH   SOLE N/A 27,001 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 BBG000BJPPW7 5,507,402 11,120 SH   SOLE N/A 11,120 0 0
INVESCO LTD SHS G491BT108 BBG012CPBT09 1,302,132 85,836 SH   SOLE N/A 85,836 0 0
IONQ INC COM 46222L108 BBG00K4MD5L3 1,381,538 62,598 SH   SOLE N/A 62,598 0 0
ITT INC COM 45073V108 BBG00CVQZQG8 294,226 2,278 SH   SOLE N/A 2,278 0 0
JACKSON FINANCIAL INC COM CL A 46817M107 BBG000BMDQK4 216,571 2,585 SH   SOLE N/A 2,585 0 0
JACOBS SOLUTIONS INC COM 46982L108 BBG019DFKBP7 656,312 5,429 SH   SOLE N/A 5,429 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 BBG000GQK387 447,188 3,602 SH   SOLE N/A 3,602 0 0
JEFFERIES FINL GROUP INC COM 47233W109 BBG000BNHV54 2,392,490 44,661 SH   SOLE N/A 44,661 0 0
JETBLUE AWYS CORP COM 477143101 BBG000BRQHD7 48,846 10,134 SH   SOLE N/A 10,134 0 0
JOBY AVIATION INC COMMON STOCK G65163100 BBG00Y1DKJF5 189,883 31,542 SH   SOLE N/A 31,542 0 0
JOHNSON & JOHNSON COM 478160104 BBG000BMHZY5 758,386 4,573 SH   SOLE N/A 4,573 0 0
JOHNSON CTLS INTL PLC SHS G51502105 BBG000BVWMZ6 2,428,615 30,316 SH   SOLE N/A 30,316 0 0
JPMORGAN CHASE & CO. COM 46625H100 BBG000BY30F2 6,667,254 27,180 SH   SOLE N/A 27,180 0 0
KBR INC COM 48242W106 BBG000BVWMZ6 1,228,265 24,659 SH   SOLE N/A 24,659 0 0
KEURIG DR PEPPER INC COM 49271V100 BBG000BNHV54 4,414,620 129,007 SH   SOLE N/A 129,007 0 0
KINROSS GOLD CORP COM 496902404 BBG000BB2HG5 7,118,749 564,532 SH   SOLE N/A 564,532 0 0
KIRBY CORP COM 497266106 BBG000BMQGC1 282,929 2,801 SH   SOLE N/A 2,801 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 BBG001BD46F2 5,668,922 130,350 SH   SOLE N/A 130,350 0 0
KRAFT HEINZ CO COM 500754106 BBG008H7SQZ2 3,627,499 119,208 SH   SOLE N/A 119,208 0 0
KROGER CO COM 501044101 BBG000BMYBX0 8,321,199 122,931 SH   SOLE N/A 122,931 0 0
LABCORP HOLDINGS INC COM SHS 504922105 BBG01MNCMNF7 3,114,061 13,380 SH   SOLE N/A 13,380 0 0
LAMB WESTON HLDGS INC COM 513272104 BBG00CZN9QJ7 275,454 5,168 SH   SOLE N/A 5,168 0 0
LANTHEUS HLDGS INC COM 516544103 BBG006Q52RM0 353,214 3,619 SH   SOLE N/A 3,619 0 0
LAS VEGAS SANDS CORP COM 517834107 BBG000JWDCN2 4,516,426 116,915 SH   SOLE N/A 116,915 0 0
LAUDER ESTEE COS INC CL A 518439104 BBG000FKJVN4 638,814 9,679 SH   SOLE N/A 9,679 0 0
LEIDOS HOLDINGS INC COM 525327102 BBG000C23RG1 1,565,169 11,599 SH   SOLE N/A 11,599 0 0
LENNOX INTL INC COM 526107107 BBG000BB5D35 375,756 670 SH   SOLE N/A 670 0 0
LEVI STRAUSS & CO NEW CL A COM STK 52736R102 BBG00NBFGH62 287,308 18,429 SH   SOLE N/A 18,429 0 0
LINCOLN NATL CORP IND COM 534187109 BBG000BN55D5 1,383,684 38,532 SH   SOLE N/A 38,532 0 0
LITHIA MTRS INC COM 536797103 BBG000K3BF68 355,770 1,212 SH   SOLE N/A 1,212 0 0
LOCKHEED MARTIN CORP COM 539830109 BBG000C1BXJ8 486,467 1,089 SH   SOLE N/A 1,089 0 0
MACYS INC COM 55616P104 BBG000C46L95 734,496 58,479 SH   SOLE N/A 58,479 0 0
MAGNOLIA OIL & GAS CORP CL A 559663109 BBG000F86JD3 277,431 10,983 SH   SOLE N/A 10,983 0 0
MAPLEBEAR INC COM 565394103 BBG01J3J03J5 562,489 14,101 SH   SOLE N/A 14,101 0 0
MARVELL TECHNOLOGY INC COM 573874104 BBG01076BZW2 1,945,489 31,598 SH   SOLE N/A 31,598 0 0
MASCO CORP COM 574599106 BBG000BNNM75 6,365,135 91,532 SH   SOLE N/A 91,532 0 0
MASTEC INC COM 576323109 BBG000DYXF73 648,791 5,559 SH   SOLE N/A 5,559 0 0
MATCH GROUP INC NEW COM 57667L107 BBG00VT0KNX0 587,714 18,837 SH   SOLE N/A 18,837 0 0
MATTEL INC COM 577081102 BBG000BNP6W0 216,683 11,152 SH   SOLE N/A 11,152 0 0
MCDONALDS CORP COM 580135101 BBG000BNT1L9 1,810,497 5,796 SH   SOLE N/A 5,796 0 0
MEDTRONIC PLC SHS G5960L103 BBG000C3WB54 10,134,411 112,780 SH   SOLE N/A 112,780 0 0
MERCADOLIBRE INC COM 58733R102 BBG000GQQT02 487,718 250 SH   SOLE N/A 250 0 0
MERCK & CO INC COM 58933Y105 BBG000BP5522 9,511,059 105,961 SH   SOLE N/A 105,961 0 0
MERITAGE HOMES CORP COM 59001A102 BBG01076BZW2 327,820 4,625 SH   SOLE N/A 4,625 0 0
META PLATFORMS INC CL A 30303M102 BBG002GPKKZ7 7,797,574 13,529 SH   SOLE N/A 13,529 0 0
METLIFE INC COM 59156R108 BBG019X46ZN5 7,727,190 96,241 SH   SOLE N/A 96,241 0 0
MGIC INVT CORP WIS COM 552848103 BBG000CBMKY5 743,400 30,000 SH   SOLE N/A 30,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 BBG000DYGRD9 263,292 8,883 SH   SOLE N/A 8,883 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104 BBG019X46ZN5 685,763 47,639 SH   SOLE N/A 47,639 0 0
MOLSON COORS BEVERAGE CO CL B 60871R209 BBG000C2ZGQ9 4,860,409 79,849 SH   SOLE N/A 79,849 0 0
MOSAIC CO NEW COM 61945C103 BBG000BFXLX4 3,291,277 121,854 SH   SOLE N/A 121,854 0 0
MSC INDL DIRECT INC CL A 553530106 BBG000BCM158 1,671,769 21,524 SH   SOLE N/A 21,524 0 0
MSCI INC COM 55354G100 BBG000RTDZW9 3,920,612 6,933 SH   SOLE N/A 6,933 0 0
MURPHY USA INC COM 626755102 BBG004YZZZ28 225,039 479 SH   SOLE N/A 479 0 0
NASDAQ INC COM 631103108 BBG000F5YBW4 3,132,563 41,294 SH   SOLE N/A 41,294 0 0
NATERA INC COM 632307104 BBG009BP2W18 498,612 3,526 SH   SOLE N/A 3,526 0 0
NEW YORK TIMES CO CL A 650111107 BBG000FFD4B4 1,678,910 33,849 SH   SOLE N/A 33,849 0 0
NEWMONT CORP COM 651639106 BBG000BPWYG4 2,284,513 47,318 SH   SOLE N/A 47,318 0 0
NEWS CORP NEW CL A 65249B109 BBG004PLVW57 3,530,625 129,707 SH   SOLE N/A 129,707 0 0
NEXTERA ENERGY INC COM 65339F101 BBG000BJSF01 400,032 5,643 SH   SOLE N/A 5,643 0 0
NISOURCE INC COM 65473P105 BBG000BPZDS4 1,397,537 34,860 SH   SOLE N/A 34,860 0 0
NOV INC COM 62955J103 BBG000BJXC48 3,057,257 200,871 SH   SOLE N/A 200,871 0 0
NRG ENERGY INC COM NEW 629377508 BBG000BPWYG4 2,015,161 21,110 SH   SOLE N/A 21,110 0 0
NUTANIX INC CL A 67059N108 BBG000C3HV48 2,156,221 30,887 SH   SOLE N/A 30,887 0 0
NUTRIEN LTD COM 67077M108 BBG00JM9XLR2 2,292,519 46,155 SH   SOLE N/A 46,155 0 0
NVENT ELECTRIC PLC SHS G6700G107 BBG00GNT79D4 3,886,733 74,146 SH   SOLE N/A 74,146 0 0
NXP SEMICONDUCTORS N V COM N6596X109 BBG000D8RHJ0 5,475,819 28,811 SH   SOLE N/A 28,811 0 0
OCCIDENTAL PETE CORP COM 674599105 BBG000BQQ4P5 7,650,800 155,000 SH   SOLE N/A 155,000 0 0
OKLO INC COM CL A 02156V109 BBG0112CBM06 332,345 15,365 SH   SOLE N/A 15,365 0 0
OKTA INC CL A 679295105 BBG00LN4B5S5 2,694,053 25,604 SH   SOLE N/A 25,604 0 0
OLLIES BARGAIN OUTLET HLDGS COM 681116109 BBG009DTD4K7 414,940 3,566 SH   SOLE N/A 3,566 0 0
OMNICOM GROUP INC COM 681919106 BBG000BS95R5 637,412 7,688 SH   SOLE N/A 7,688 0 0
ON HLDG AG NAMEN AKT A H5919C104 BBG012917J58 1,645,770 37,472 SH   SOLE N/A 37,472 0 0
ON SEMICONDUCTOR CORP COM 682189105 BBG000DV8ZY3 312,052 7,669 SH   SOLE N/A 7,669 0 0
ONEMAIN HLDGS INC COM 68268W103 BBG005497H63 210,966 4,316 SH   SOLE N/A 4,316 0 0
ORACLE CORP COM 68389X105 BBG000BQLY10 8,991,601 64,313 SH   SOLE N/A 64,313 0 0
OTIS WORLDWIDE CORP COM 68902V107 BBG00RP60KZ6 1,521,374 14,742 SH   SOLE N/A 14,742 0 0
OVINTIV INC COM 69047Q102 BBG00R2NHQH3 364,485 8,516 SH   SOLE N/A 8,516 0 0
PACKAGING CORP AMER COM 695156109 BBG000BB8WD9 1,472,477 7,436 SH   SOLE N/A 7,436 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 BBG00JM7QBV1 552,824 72,454 SH   SOLE N/A 72,454 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 BBG00X7K6XH8 216,992 2,571 SH   SOLE N/A 2,571 0 0
PARAMOUNT GLOBAL CLASS B COM 92556H206 BBG000BWMLH7 638,664 53,400 SH   SOLE N/A 53,400 0 0
PARSONS CORP DEL COM 70202L102 BBG016HJ8774 1,702,288 28,750 SH   SOLE N/A 28,750 0 0
PAYPAL HLDGS INC COM 70450Y103 BBG0077VNYG1 958,392 14,688 SH   SOLE N/A 14,688 0 0
PBF ENERGY INC CL A 69318G106 BBG002832GZ4 553,476 28,993 SH   SOLE N/A 28,993 0 0
PEPSICO INC COM 713448108 BBG000DH7TN1 2,952,918 19,694 SH   SOLE N/A 19,694 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105 BBG00CNYBQC0 910,028 65,706 SH   SOLE N/A 65,706 0 0
PG&E CORP COM 69331C108 BBG00R2NHQH3 1,157,262 67,361 SH   SOLE N/A 67,361 0 0
PHILLIPS 66 COM 718546104 BBG002VX6CQ7 2,690,382 21,788 SH   SOLE N/A 21,788 0 0
PINNACLE WEST CAP CORP COM 723484101 BBG000BRDVJ4 1,549,146 16,264 SH   SOLE N/A 16,264 0 0
PINTEREST INC CL A 72352L106 BBG00NPWLPW7 592,968 19,128 SH   SOLE N/A 19,128 0 0
PNC FINL SVCS GROUP INC COM 693475105 BBG006Q0HYC1 9,868,782 56,146 SH   SOLE N/A 56,146 0 0
PORTLAND GEN ELEC CO COM NEW 736508847 BBG000BCRRB9 3,324,618 74,543 SH   SOLE N/A 74,543 0 0
POST HLDGS INC COM 737446104 BBG001WTBFQ4 1,685,126 14,482 SH   SOLE N/A 14,482 0 0
PRIMORIS SVCS CORP COM 74164F103 BBG000BBLRN4 302,206 5,264 SH   SOLE N/A 5,264 0 0
PROCORE TECHNOLOGIES INC COM 74275K108 BBG00S2L26Z5 979,209 14,832 SH   SOLE N/A 14,832 0 0
PRUDENTIAL FINL INC COM 744320102 BBG000HCJQY9 419,805 3,759 SH   SOLE N/A 3,759 0 0
PULTE GROUP INC COM 745867101 BBG00S2L26Z5 1,752,740 17,050 SH   SOLE N/A 17,050 0 0
PVH CORPORATION COM 693656100 BBG000C223L9 1,593,441 24,651 SH   SOLE N/A 24,651 0 0
QIAGEN NV COM SHS N72482206 BBG000GTZ0C6 1,595,360 39,735 SH   SOLE N/A 39,735 0 0
RANGE RES CORP COM 75281A109 BBG000FVXGF6 2,475,061 61,985 SH   SOLE N/A 61,985 0 0
RB GLOBAL INC COM 74935Q107 BBG000C1DH01 1,546,827 15,422 SH   SOLE N/A 15,422 0 0
REGENERON PHARMACEUTICALS COM 75886F107 BBG000C75K91 7,811,177 12,316 SH   SOLE N/A 12,316 0 0
REINSURANCE GRP OF AMERICA I COM NEW 759351604 BBG000BDLFK9 443,616 2,253 SH   SOLE N/A 2,253 0 0
RELIANCE INC COM 759509102 BBG0133C7H25 590,783 2,046 SH   SOLE N/A 2,046 0 0
RENAISSANCERE HLDGS LTD COM G7496G103 BBG000BFW132 318,960 1,329 SH   SOLE N/A 1,329 0 0
REVOLUTION MEDICINES INC COM 76155X100 BBG00RFFGTS9 395,855 11,195 SH   SOLE N/A 11,195 0 0
RH COM 74967X103 BBG002293PN9 697,604 2,976 SH   SOLE N/A 2,976 0 0
RINGCENTRAL INC CL A 76680R206 BBG000C1DH01 311,803 12,593 SH   SOLE N/A 12,593 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103 BBG000CGCDW3 736,579 59,163 SH   SOLE N/A 59,163 0 0
ROBERT HALF INC. COM 770323103 BBG0077VNYG1 2,377,944 43,592 SH   SOLE N/A 43,592 0 0
ROCKET LAB USA INC COM 773122106 BBG00Y61SZZ0 1,041,170 58,231 SH   SOLE N/A 58,231 0 0
ROLLINS INC COM 775711104 BBG000BSBD13 230,114 4,259 SH   SOLE N/A 4,259 0 0
ROSS STORES INC COM 778296103 BBG000BSC9R3 418,257 3,273 SH   SOLE N/A 3,273 0 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104 BBG00V1L5ZJ0 364,190 11,699 SH   SOLE N/A 11,699 0 0
RPM INTL INC COM 749685103 BBG002293PN9 206,720 1,787 SH   SOLE N/A 1,787 0 0
RTX CORPORATION COM 75513E101 BBG000BW8TX8 2,397,261 18,098 SH   SOLE N/A 18,098 0 0
RUBRIK INC. CL A 781154109 BBG01M7WCJB5 1,252,163 20,534 SH   SOLE N/A 20,534 0 0
S&P GLOBAL INC COM 78409V104 BBG000BP1RM6 7,740,904 15,235 SH   SOLE N/A 15,235 0 0
SAIA INC COM 78709Y105 BBG000P5N228 699,908 2,003 SH   SOLE N/A 2,003 0 0
SALESFORCE INC COM 79466L302 BBG000BN2GH0 10,886,828 40,568 SH   SOLE N/A 40,568 0 0
SCHLUMBERGER LTD COM STK 806857108 BBG000BT4384 4,237,433 101,374 SH   SOLE N/A 101,374 0 0
SCORPIO TANKERS INC SHS Y7542C130 BBG000BT7MD3 576,966 15,353 SH   SOLE N/A 15,353 0 0
SEMPRA COM 816851109 BBG000C2ZGQ9 5,440,415 76,239 SH   SOLE N/A 76,239 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 BBG00JPGYW70 249,617 10,285 SH   SOLE N/A 10,285 0 0
SERVICE CORP INTL COM 817565104 BBG000BTHJB1 2,305,349 28,745 SH   SOLE N/A 28,745 0 0
SERVICENOW INC COM 81762P102 BBG002VH3DV7 8,538,602 10,725 SH   SOLE N/A 10,725 0 0
SHARKNINJA INC COM SHS G8068L108 BBG01HN2LZN5 430,396 5,160 SH   SOLE N/A 5,160 0 0
SHERWIN WILLIAMS CO COM 824348106 BBG000BSXT78 873,324 2,501 SH   SOLE N/A 2,501 0 0
SNOWFLAKE INC CL A 833445109 BBG00WXXS1W2 5,010,511 34,281 SH   SOLE N/A 34,281 0 0
SOFI TECHNOLOGIES INC COM 83406F102 BBG00YB1ZDQ5 2,292,552 197,124 SH   SOLE N/A 197,124 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 BBG0084BC0J9 207,233 12,808 SH   SOLE N/A 12,808 0 0
SOUNDHOUND AI INC CLASS A COM 836100107 BBG017304NL1 473,631 58,329 SH   SOLE N/A 58,329 0 0
SOUTHWEST AIRLS CO COM 844741108 BBG000BNJK47 4,004,012 119,238 SH   SOLE N/A 119,238 0 0
SPROUTS FMRS MKT INC COM 85208M102 BBG00S1N9N06 1,524,721 9,989 SH   SOLE N/A 9,989 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 BBG000RJ2QV4 2,788,398 33,382 SH   SOLE N/A 33,382 0 0
STONECO LTD COM CL A G85158106 BBG00M4ZQF34 378,129 36,081 SH   SOLE N/A 36,081 0 0
SUNRUN INC COM 86771W105 BBG000BR3C43 859,586 146,687 SH   SOLE N/A 146,687 0 0
SYNCHRONY FINANCIAL COM 87165B103 BBG00658F3W5 2,380,712 44,970 SH   SOLE N/A 44,970 0 0
TALEN ENERGY CORP COM 87422Q109 BBG01GWQVVY0 894,122 4,478 SH   SOLE N/A 4,478 0 0
TAPESTRY INC COM 876030107 BBG01BHHGJQ1 2,155,461 30,613 SH   SOLE N/A 30,613 0 0
TARGA RES CORP COM 87612G101 BBG0015XMW86 582,165 2,904 SH   SOLE N/A 2,904 0 0
TAYLOR MORRISON HOME CORP COM 87724P106 BBG003PGJHT1 1,970,513 32,820 SH   SOLE N/A 32,820 0 0
TE CONNECTIVITY PLC ORD SHS G87052109 BBG01Q0D8ZV2 1,531,344 10,836 SH   SOLE N/A 10,836 0 0
TEGNA INC COM 87901J105 BBG000BK5H18 1,454,266 79,817 SH   SOLE N/A 79,817 0 0
TELADOC HEALTH INC COM 87918A105 BBG008LTMFD3 351,450 44,152 SH   SOLE N/A 44,152 0 0
TERADYNE INC COM 880770102 BBG000BV4P35 4,819,132 58,343 SH   SOLE N/A 58,343 0 0
TEREX CORP NEW COM 880779103 BBG000BKFCH1 744,039 19,694 SH   SOLE N/A 19,694 0 0
TEXAS ROADHOUSE INC COM 882681109 BBG000PXGX45 1,578,819 9,475 SH   SOLE N/A 9,475 0 0
TEXTRON INC COM 883203101 BBG000BVVSX6 726,040 10,049 SH   SOLE N/A 10,049 0 0
TG THERAPEUTICS INC COM 88322Q108 BBG000FVZXZ5 1,253,716 31,796 SH   SOLE N/A 31,796 0 0
THE CIGNA GROUP COM 125523100 BBG000BTCSJ8 890,603 2,707 SH   SOLE N/A 2,707 0 0
THE TRADE DESK INC COM CL A 88339J105 BBG00DP4B146 2,701,855 49,376 SH   SOLE N/A 49,376 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG000BS7MP2 6,381,720 12,825 SH   SOLE N/A 12,825 0 0
THOMSON REUTERS CORP COM 884903808 BBG000BBSMK1 1,354,768 7,841 SH   SOLE N/A 7,841 0 0
THOR INDS INC COM 885160101 BBG000BV6SQ2 294,522 3,885 SH   SOLE N/A 3,885 0 0
TIDEWATER INC NEW COM 88642R109 BBG00HBQ35V3 270,317 6,395 SH   SOLE N/A 6,395 0 0
TIMKEN CO COM 887389104 BBG000BV9856 502,874 6,997 SH   SOLE N/A 6,997 0 0
T-MOBILE US INC COM 872590104 BBG000NDVCS4 2,010,193 7,537 SH   SOLE N/A 7,537 0 0
TOLL BROTHERS INC COM 889478103 BBG000BVHF42 2,301,440 21,796 SH   SOLE N/A 21,796 0 0
TORO CO COM 891092108 BBG000BVQTN1 530,493 7,292 SH   SOLE N/A 7,292 0 0
TRACTOR SUPPLY CO COM 892356106 BBG000BLY8F9 3,757,049 68,186 SH   SOLE N/A 68,186 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 BBG003PGJHT1 805,913 2,392 SH   SOLE N/A 2,392 0 0
TRANSUNION COM 89400J107 BBG008FCB177 236,853 2,854 SH   SOLE N/A 2,854 0 0
TRAVELERS COMPANIES INC COM 89417E109 BBG000CPJ107 3,733,646 14,118 SH   SOLE N/A 14,118 0 0
TRIMBLE INC COM 896239100 BBG000BNQ4W4 466,968 7,113 SH   SOLE N/A 7,113 0 0
TRUIST FINL CORP COM 89832Q109 BBG000BYYNN9 3,720,618 90,416 SH   SOLE N/A 90,416 0 0
TWILIO INC CL A 90138F102 BBG00D0HCDS1 2,178,400 22,249 SH   SOLE N/A 22,249 0 0
TYLER TECHNOLOGIES INC COM 902252105 BBG000BVX1N4 248,254 427 SH   SOLE N/A 427 0 0
TYSON FOODS INC CL A 902494103 BBG000BV9856 1,092,363 17,119 SH   SOLE N/A 17,119 0 0
UBS GROUP AG SHS H42097107 BBG007DJM575 1,345,943 43,942 SH   SOLE N/A 43,942 0 0
UGI CORP NEW COM 902681105 BBG000BLY8F9 845,468 25,566 SH   SOLE N/A 25,566 0 0
ULTA BEAUTY INC COM 90384S303 BBG00FWQ4VY3 225,789 616 SH   SOLE N/A 616 0 0
UNION PAC CORP COM 907818108 BBG000BW3413 9,145,087 38,711 SH   SOLE N/A 38,711 0 0
UNITED PARCEL SERVICE INC CL B 911312106 BBG000L9CXY3 7,030,891 63,923 SH   SOLE N/A 63,923 0 0
UNITED PARKS & RESORTS INC COM 81282V100 BBG003RYCC36 200,660 4,414 SH   SOLE N/A 4,414 0 0
UNITEDHEALTH GROUP INC COM 91324P102 BBG000CH53T5 436,808 834 SH   SOLE N/A 834 0 0
UNITY SOFTWARE INC COM 91332U101 BBG000BBSCY8 301,999 15,416 SH   SOLE N/A 15,416 0 0
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UNUM GROUP COM 91529Y106 BBG000BW2T82 2,072,831 25,446 SH   SOLE N/A 25,446 0 0
URBAN OUTFITTERS INC COM 917047102 BBG000BL7KL5 993,137 18,953 SH   SOLE N/A 18,953 0 0
US BANCORP DEL COM NEW 902973304 BBG000BNBG44 6,752,287 159,931 SH   SOLE N/A 159,931 0 0
VAIL RESORTS INC COM 91879Q109 BBG000BCMYM7 450,296 2,814 SH   SOLE N/A 2,814 0 0
VALVOLINE INC COM 92047W101 BBG00B2RXBY5 1,147,651 32,969 SH   SOLE N/A 32,969 0 0
VARONIS SYS INC COM 922280102 BBG005GQSZ05 3,040,950 75,178 SH   SOLE N/A 75,178 0 0
VERALTO CORP COM SHS 92338C103 BBG01J3HMZ77 226,181 2,321 SH   SOLE N/A 2,321 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 BBG00L2B8L01 6,925,641 95,923 SH   SOLE N/A 95,923 0 0
VIKING HOLDINGS LTD ORD SHS G93A5A101 BBG01MB816P8 1,026,464 25,823 SH   SOLE N/A 25,823 0 0
VIKING THERAPEUTICS INC COM 92686J106 BBG006RB1XX2 336,579 13,937 SH   SOLE N/A 13,937 0 0
VOYA FINANCIAL INC COM 929089100 BBG003MCYRP8 1,178,956 17,399 SH   SOLE N/A 17,399 0 0
WALMART INC COM 931142103 BBG000BWXCP6 3,703,070 42,181 SH   SOLE N/A 42,181 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203 BBG00RP2TBG5 562,356 17,938 SH   SOLE N/A 17,938 0 0
WASTE MGMT INC DEL COM 94106L109 BBG000BWVV12 303,741 1,312 SH   SOLE N/A 1,312 0 0
WEATHERFORD INTL PLC ORD SHS G48833118 BBG00R4SQJL1 299,130 5,586 SH   SOLE N/A 5,586 0 0
WENDYS CO COM 95058W100 BBG000D54L11 1,301,499 88,961 SH   SOLE N/A 88,961 0 0
WESTERN UN CO COM 959802109 BBG000BB55B3 2,745,923 259,539 SH   SOLE N/A 259,539 0 0
WILLIAMS SONOMA INC COM 969904101 BBG000FSMZ72 906,229 5,732 SH   SOLE N/A 5,732 0 0
WILLSCOT HLDGS CORP COM CL A 971378104 BBG00B0FS9H3 798,138 28,710 SH   SOLE N/A 28,710 0 0
WIX COM LTD SHS M98068105 BBG005CM7JW2 352,737 2,159 SH   SOLE N/A 2,159 0 0
WORKDAY INC CL A 98138H101 BBG003BW0FC3 1,817,330 7,782 SH   SOLE N/A 7,782 0 0
WORKIVA INC COM CL A 98139A105 BBG00DXDL6W4 233,347 3,074 SH   SOLE N/A 3,074 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 BBG00JNGJ514 3,441,009 38,018 SH   SOLE N/A 38,018 0 0
XP INC CL A G98239109 BBG00QVJYHB9 2,707,678 196,922 SH   SOLE N/A 196,922 0 0
XYLEM INC COM 98419M100 BBG00256TDP9 5,555,129 46,502 SH   SOLE N/A 46,502 0 0
YETI HLDGS INC COM 98585X104 BBG00D8JC8J0 241,961 7,310 SH   SOLE N/A 7,310 0 0
YUM BRANDS INC COM 988498101 BBG000BH3J68 6,874,114 43,684 SH   SOLE N/A 43,684 0 0
ZOETIS INC CL A 98978V103 BBG000DB3XL1 946,244 5,747 SH   SOLE N/A 5,747 0 0