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 3,545,342 19,100 SH   SOLE N/A 19,100 0 0
ACADEMY SPORTS & OUTDOORS IN COM 00402L107 BBG00X7L1CL2 336,658 7,513 SH   SOLE N/A 7,513 0 0
ACADIA HEALTHCARE COMPANY IN COM 00404A109 BBG0027GFCF3 269,535 11,879 SH   SOLE N/A 11,879 0 0
ADOBE INC COM 00724F101 BBG000BB5BP5 9,033,648 23,350 SH   SOLE N/A 23,350 0 0
AECOM COM 00766T100 BBG000F61TD0 792,277 7,020 SH   SOLE N/A 7,020 0 0
AERCAP HOLDINGS NV SHS N00985106 BBG000Q9G1G4 9,869,301 84,353 SH   SOLE N/A 84,353 0 0
AFFIRM HLDGS INC COM CL A 00827B106 BBG00Y7BPBD7 751,414 10,868 SH   SOLE N/A 10,868 0 0
AIRBNB INC COM CL A 009066101 BBG00Y6TX6L2 8,594,689 64,944 SH   SOLE N/A 64,944 0 0
ALASKA AIR GROUP INC COM 011659109 BBG000BBL222 2,742,775 55,432 SH   SOLE N/A 55,432 0 0
ALBERTSONS COS INC COMMON STOCK 013091103 BBG009KG17B3 279,974 13,016 SH   SOLE N/A 13,016 0 0
ALCOA CORP COM 013872106 BBG00B3T3HK5 408,979 13,859 SH   SOLE N/A 13,859 0 0
ALIGHT INC COM CL A 01626W101 BBG01G9VGHR1 177,984 31,446 SH   SOLE N/A 31,446 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 BBG001KY3881 1,082,981 11,401 SH   SOLE N/A 11,401 0 0
ALLY FINL INC COM 02005N100 BBG001LYYYZ9 4,513,098 115,869 SH   SOLE N/A 115,869 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 BBG011K4W170 498,918 1,530 SH   SOLE N/A 1,530 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG002V87SJ4 6,306,038 35,783 SH   SOLE N/A 35,783 0 0
AMAZON COM INC COM 023135106 BBG000BVQ4Z3 9,896,902 45,111 SH   SOLE N/A 45,111 0 0
AMCOR PLC ORD G0250X107 BBG00LNJRTX7 1,300,449 141,507 SH   SOLE N/A 141,507 0 0
AMER SPORTS INC COM SHS G0260P102 BBG01KWR26V9 1,512,415 39,020 SH   SOLE N/A 39,020 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 BBG005P7Q8V5 166,314 14,823 SH   SOLE N/A 14,823 0 0
AMERICAN ELEC PWR CO INC COM 025537101 BBG000BB9X46 851,662 8,208 SH   SOLE N/A 8,208 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 BBG000BBF265 2,154,300 25,170 SH   SOLE N/A 25,170 0 0
AMETEK INC COM 031100100 BBG000B9XKF0 3,524,377 19,476 SH   SOLE N/A 19,476 0 0
AMGEN INC COM 031162100 BBG000BBSCX9 4,139,847 14,827 SH   SOLE N/A 14,827 0 0
AMPHENOL CORP NEW CL A 032095101 BBG000B9YL12 1,084,670 10,984 SH   SOLE N/A 10,984 0 0
ANTERO MIDSTREAM CORP COM 03676B102 BBG00JR5MP43 379,720 20,038 SH   SOLE N/A 20,038 0 0
ANTERO RESOURCES CORP COM 03674X106 BBG004PMFSC4 2,007,313 49,834 SH   SOLE N/A 49,834 0 0
APA CORPORATION COM 03743Q108 BBG00YTSQK72 1,192,673 65,209 SH   SOLE N/A 65,209 0 0
API GROUP CORP COM STK 00187Y100 BBG000BPRQ59 2,284,539 44,751 SH   SOLE N/A 44,751 0 0
APPLE INC COM 037833100 BBG000B9Y5X2 9,400,889 45,820 SH   SOLE N/A 45,820 0 0
APPLIED DIGITAL CORP COM NEW 038169207 BBG000DSMDC7 696,361 69,152 SH   SOLE N/A 69,152 0 0
APPLOVIN CORP COM CL A 03831W108 BBG00ZHSSNP4 1,376,515 3,932 SH   SOLE N/A 3,932 0 0
APTIV PLC COM SHS G3265R107 BBG01R91FZ49 528,296 7,744 SH   SOLE N/A 7,744 0 0
ARAMARK COM 03852U106 BBG005HMZVD0 1,064,419 25,422 SH   SOLE N/A 25,422 0 0
ARCH CAP GROUP LTD ORD G0450A105 BBG000HXQ125 2,190,026 24,053 SH   SOLE N/A 24,053 0 0
ASSURANT INC COM 04621X108 BBG000BZX2Z0 352,322 1,784 SH   SOLE N/A 1,784 0 0
ATLASSIAN CORPORATION CL A 049468101 BBG00658F3W5 9,996,090 49,220 SH   SOLE N/A 49,220 0 0
AVANTOR INC COM 05352A100 BBG00N9SDKZ1 286,362 21,275 SH   SOLE N/A 21,275 0 0
AXALTA COATING SYS LTD COM G0750C108 BBG0070QYRW4 3,295,560 110,999 SH   SOLE N/A 110,999 0 0
AXSOME THERAPEUTICS INC COM 05464T104 BBG000K85L07 279,870 2,681 SH   SOLE N/A 2,681 0 0
BAKER HUGHES COMPANY CL A 05722G100 BBG00GCRFYW5 610,641 15,927 SH   SOLE N/A 15,927 0 0
BALL CORP COM 058498106 BBG000BDDPK6 2,029,448 36,182 SH   SOLE N/A 36,182 0 0
BANK AMERICA CORP COM 060505104 BBG000BCTN44 3,293,756 69,606 SH   SOLE N/A 69,606 0 0
BANK NEW YORK MELLON CORP COM 064058100 BBG000BD8QV8 9,705,493 106,525 SH   SOLE N/A 106,525 0 0
BARRICK MNG CORP COM SHS 06849F108 BBG000BB0BD3 3,557,430 170,866 SH   SOLE N/A 170,866 0 0
BECTON DICKINSON & CO COM 075887109 BBG000BD00Y0 437,343 2,539 SH   SOLE N/A 2,539 0 0
BELLRING BRANDS INC COMMON STOCK 07831C103 BBG009NRSYZ2 2,848,592 49,173 SH   SOLE N/A 49,173 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG000DWH8Q0 10,277,436 21,157 SH   SOLE N/A 21,157 0 0
BEST BUY INC COM 086516101 BBG000BCWFH3 2,774,349 41,328 SH   SOLE N/A 41,328 0 0
BIOGEN INC COM 09062X103 BBG000C18861 1,746,831 13,909 SH   SOLE N/A 13,909 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 BBG000CZX7N1 1,199,830 21,827 SH   SOLE N/A 21,827 0 0
BIRKENSTOCK HOLDING PLC COM SHS M2029K104 BBG01LT2THM3 3,234,913 65,777 SH   SOLE N/A 65,777 0 0
BLOCK H & R INC COM 093671105 BBG000BLDXM9 1,418,906 25,850 SH   SOLE N/A 25,850 0 0
BLUE OWL CAPITAL INC COM CL A 09581B103 BBG00YDFZCY5 1,007,891 52,467 SH   SOLE N/A 52,467 0 0
BOEING CO COM 097023105 BBG000BCSV38 814,024 3,885 SH   SOLE N/A 3,885 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 BBG0015MBGS5 1,311,205 12,592 SH   SOLE N/A 12,592 0 0
BORGWARNER INC COM 099724106 BBG00GBV88X1 6,928,083 206,932 SH   SOLE N/A 206,932 0 0
BOSTON SCIENTIFIC CORP COM 101137107 BBG000C0LY07 2,192,346 20,411 SH   SOLE N/A 20,411 0 0
BOYD GAMING CORP COM 103304101 BBG000D86H49 1,422,769 18,187 SH   SOLE N/A 18,187 0 0
BRIDGEBIO PHARMA INC COM 10806X102 BBG00PF2LY41 1,828,457 42,345 SH   SOLE N/A 42,345 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 BBG000DQLWT2 5,598,266 120,939 SH   SOLE N/A 120,939 0 0
BRUNSWICK CORP COM 117043109 BBG000BCWW77 241,675 4,375 SH   SOLE N/A 4,375 0 0
BUNGE GLOBAL SA COM SHS H11356104 BBG01JZ9SZ92 2,576,908 32,099 SH   SOLE N/A 32,099 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 BBG000C13KQ7 4,095,005 13,289 SH   SOLE N/A 13,289 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100 BBG0074Q3P58 665,717 23,449 SH   SOLE N/A 23,449 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 BBG0029SNRB7 747,347 42,223 SH   SOLE N/A 42,223 0 0
CARDINAL HEALTH INC COM 14149Y108 BBG000D89CS1 5,331,648 31,736 SH   SOLE N/A 31,736 0 0
CARLISLE COS INC COM 142339100 BBG000BGGG80 703,486 1,884 SH   SOLE N/A 1,884 0 0
CARMAX INC COM 143130102 BBG000BCQ895 1,082,619 16,108 SH   SOLE N/A 16,108 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 BBG000D89CS1 5,368,267 73,347 SH   SOLE N/A 73,347 0 0
CARTERS INC COM 146229109 BBG000CTM6D0 355,052 11,784 SH   SOLE N/A 11,784 0 0
CARVANA CO CL A 146869102 BBG000BBF443 1,002,456 2,975 SH   SOLE N/A 2,975 0 0
CBRE GROUP INC CL A 12504L109 BBG000C043Q6 2,574,845 18,376 SH   SOLE N/A 18,376 0 0
CDW CORP COM 12514G108 BBG004CH8XX3 6,342,802 35,516 SH   SOLE N/A 35,516 0 0
CENCORA INC COM 03073E105 BBG000BB55B3 2,026,086 6,757 SH   SOLE N/A 6,757 0 0
CENTENE CORP DEL COM 15135B101 BBG000BFSPW2 11,471,046 211,331 SH   SOLE N/A 211,331 0 0
CENTERPOINT ENERGY INC COM 15189T107 BBG000FDC0R1 1,709,622 46,533 SH   SOLE N/A 46,533 0 0
CF INDS HLDGS INC COM 125269100 BBG000NY3G19 1,626,468 17,679 SH   SOLE N/A 17,679 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 BBG000DBN4F0 690,521 3,121 SH   SOLE N/A 3,121 0 0
CHEVRON CORP NEW COM 166764100 BBG00GCTWDM9 3,172,375 22,155 SH   SOLE N/A 22,155 0 0
CHORD ENERGY CORPORATION COM NEW 674215207 BBG00Y7BLJ44 458,585 4,735 SH   SOLE N/A 4,735 0 0
CINTAS CORP COM 172908105 BBG000BLYJ29 7,833,212 35,147 SH   SOLE N/A 35,147 0 0
CITIGROUP INC COM NEW 172967424 BBG000FY4VG8 11,242,650 132,080 SH   SOLE N/A 132,080 0 0
CLEARWATER ANALYTICS HLDGS I CL A 185123106 BBG012FFPZ72 214,848 9,797 SH   SOLE N/A 9,797 0 0
CLOROX CO DEL COM 189054109 BBG000BFS949 293,451 2,444 SH   SOLE N/A 2,444 0 0
CNH INDL N V SHS N20944109 BBG0059JSF94 2,091,563 161,386 SH   SOLE N/A 161,386 0 0
CNX RES CORP COM 12653C108 BBG000BFZWR5 2,705,919 80,342 SH   SOLE N/A 80,342 0 0
COCA COLA CO COM 191216100 BBG0019JZ8D6 11,070,536 156,474 SH   SOLE N/A 156,474 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104 BBG00B6BFX14 5,627,362 60,692 SH   SOLE N/A 60,692 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 BBG017YB59V2 501,201 1,430 SH   SOLE N/A 1,430 0 0
COMCAST CORP NEW CL A 20030N101 BBG000BFS949 1,989,717 55,750 SH   SOLE N/A 55,750 0 0
COMERICA INC COM 200340107 BBG01J6FN5X4 718,007 12,037 SH   SOLE N/A 12,037 0 0
CONOCOPHILLIPS COM 20825C104 BBG000BQQJR0 1,137,006 12,670 SH   SOLE N/A 12,670 0 0
CONSOLIDATED EDISON INC COM 209115104 BBG000QTFGV1 3,505,828 34,936 SH   SOLE N/A 34,936 0 0
COOPER COS INC COM 216648501 BBG000BG3DT8 233,689 3,284 SH   SOLE N/A 3,284 0 0
COPART INC COM 217204106 BBG000BMB210 7,245,333 147,653 SH   SOLE N/A 147,653 0 0
CORE SCIENTIFIC INC NEW COM 21874A106 BBG0027GFCF3 527,548 30,905 SH   SOLE N/A 30,905 0 0
COREBRIDGE FINL INC COM 21871X109 BBG000BRMLK4 2,043,984 57,577 SH   SOLE N/A 57,577 0 0
CORNING INC COM 219350105 BBG000CKHQT4 6,587,686 125,265 SH   SOLE N/A 125,265 0 0
CORTEVA INC COM 22052L104 BBG00MV4Q7P7 7,873,125 105,637 SH   SOLE N/A 105,637 0 0
COSTAR GROUP INC COM 22160N109 BBG000D7KY11 4,357,358 54,196 SH   SOLE N/A 54,196 0 0
CRH PLC ORD G25508105 BBG00Q53VYR2 10,779,524 117,424 SH   SOLE N/A 117,424 0 0
CRISPR THERAPEUTICS AG NAMEN AKT H17182108 BBG00DZGL067 368,740 7,581 SH   SOLE N/A 7,581 0 0
CROWN HLDGS INC COM 228368106 BBG000BF68R0 347,043 3,370 SH   SOLE N/A 3,370 0 0
CSX CORP COM 126408103 BBG000D7KY11 1,152,590 35,323 SH   SOLE N/A 35,323 0 0
CUMMINS INC COM 231021106 BBG000BGPXY4 2,187,373 6,679 SH   SOLE N/A 6,679 0 0
CURTISS WRIGHT CORP COM 231561101 BBG000BGSQP6 423,573 867 SH   SOLE N/A 867 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 BBG001R3MP47 500,056 1,229 SH   SOLE N/A 1,229 0 0
DANAHER CORPORATION COM 235851102 BBG000NV1PS8 11,077,845 56,079 SH   SOLE N/A 56,079 0 0
DARLING INGREDIENTS INC COM 237266101 BBG000BN91F8 1,160,319 30,583 SH   SOLE N/A 30,583 0 0
DAYFORCE INC COM 15677J108 BBG0063JJ1M4 1,499,020 27,063 SH   SOLE N/A 27,063 0 0
DECKERS OUTDOOR CORP COM 243537107 BBG00Q3HXSK1 3,997,055 38,780 SH   SOLE N/A 38,780 0 0
DEERE & CO COM 244199105 BBG000NV1PS8 2,810,933 5,528 SH   SOLE N/A 5,528 0 0
DELL TECHNOLOGIES INC CL C 24703L202 BBG00MS83205 4,536,936 37,006 SH   SOLE N/A 37,006 0 0
DENTSPLY SIRONA INC COM 24906P109 BBG000BX5KG7 362,922 22,854 SH   SOLE N/A 22,854 0 0
DEUTSCHE BANK A G NAMEN AKT D18190898 BBG000BR1YD7 2,371,065 80,979 SH   SOLE N/A 80,979 0 0
DEVON ENERGY CORP NEW COM 25179M103 BBG011WFP5R9 7,060,738 221,966 SH   SOLE N/A 221,966 0 0
DILLARDS INC CL A 254067101 BBG000BS4P78 205,990 493 SH   SOLE N/A 493 0 0
DOLLAR GEN CORP NEW COM 256677105 BBG000NV1PS8 1,007,917 8,812 SH   SOLE N/A 8,812 0 0
DOMINOS PIZZA INC COM 25754A201 BBG000P46LN5 1,200,849 2,665 SH   SOLE N/A 2,665 0 0
DOVER CORP COM 260003108 BBG00ZGF6SX7 2,899,065 15,822 SH   SOLE N/A 15,822 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 BBG000BHGGD2 425,626 3,607 SH   SOLE N/A 3,607 0 0
DUOLINGO INC CL A COM 26603R106 BBG011WFP5R9 402,230 981 SH   SOLE N/A 981 0 0
DUPONT DE NEMOURS INC COM 26614N102 BBG000R7Z2D7 1,388,467 20,243 SH   SOLE N/A 20,243 0 0
DUTCH BROS INC CL A 26701L100 BBG01282ZHG8 916,432 13,404 SH   SOLE N/A 13,404 0 0
EASTMAN CHEM CO COM 277432100 BBG000BHPNZ3 7,482,500 100,221 SH   SOLE N/A 100,221 0 0
EBAY INC. COM 278642103 BBG000C441Y3 5,301,403 71,198 SH   SOLE N/A 71,198 0 0
EDISON INTL COM 281020107 BBG000BHPNZ3 1,978,138 38,336 SH   SOLE N/A 38,336 0 0
ELASTIC N V ORD SHS N14506104 BBG00J7CBVZ5 5,101,122 60,490 SH   SOLE N/A 60,490 0 0
ENCOMPASS HEALTH CORP COM 29261A100 BBG000BGBVK8 1,144,506 9,333 SH   SOLE N/A 9,333 0 0
ENPHASE ENERGY INC COM 29355A107 BBG001R3MP47 1,153,220 29,085 SH   SOLE N/A 29,085 0 0
ENTEGRIS INC COM 29362U104 BBG000BBRRG6 1,017,077 12,611 SH   SOLE N/A 12,611 0 0
ENTERGY CORP NEW COM 29364G103 BBG000C1FSD1 1,580,610 19,016 SH   SOLE N/A 19,016 0 0
EPAM SYS INC COM 29414B104 BBG000QPHF03 301,478 1,705 SH   SOLE N/A 1,705 0 0
EQT CORP COM 26884L109 BBG000BHZ8B1 6,955,185 119,259 SH   SOLE N/A 119,259 0 0
EVEREST GROUP LTD COM G3223R108 BBG000C1XXY7 664,067 1,954 SH   SOLE N/A 1,954 0 0
EVERSOURCE ENERGY COM 30040W108 BBG000BHXD68 1,846,634 29,026 SH   SOLE N/A 29,026 0 0
EXACT SCIENCES CORP COM 30063P105 BBG000BQ8910 1,875,470 35,293 SH   SOLE N/A 35,293 0 0
EXELON CORP COM 30161N101 BBG00HY73KG4 531,591 12,243 SH   SOLE N/A 12,243 0 0
EXPAND ENERGY CORPORATION COM 165167735 BBG000QS6VW9 8,541,415 73,041 SH   SOLE N/A 73,041 0 0
EXXON MOBIL CORP COM 30231G102 BBG000GZQBJ1 1,193,346 11,070 SH   SOLE N/A 11,070 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 BBG01NMT2H37 6,654,658 30,561 SH   SOLE N/A 30,561 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 BBG000BK2H93 9,505,025 116,755 SH   SOLE N/A 116,755 0 0
FIRST AMERN FINL CORP COM 31847R102 BBG000BJW438 801,692 13,059 SH   SOLE N/A 13,059 0 0
FIRST CTZNS BANCSHARES INC N CL A 31946M103 BBG000BJCP24 706,286 361 SH   SOLE N/A 361 0 0
FIRST SOLAR INC COM 336433107 BBG000BFLCG6 350,779 2,119 SH   SOLE N/A 2,119 0 0
FIRSTENERGY CORP COM 337932107 BBG000BB6PD6 2,259,995 56,135 SH   SOLE N/A 56,135 0 0
FIVE9 INC COM 338307101 BBG0067FVMY5 1,530,306 57,791 SH   SOLE N/A 57,791 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 BBG000FFH7Y8 900,126 11,850 SH   SOLE N/A 11,850 0 0
FMC CORP COM NEW 302491303 BBG000BJPBC0 949,103 22,733 SH   SOLE N/A 22,733 0 0
FORTIVE CORP COM 34959J108 BBG000HBFT97 8,012,850 153,709 SH   SOLE N/A 153,709 0 0
FORTUNE BRANDS INNOVATIONS I COM 34964C106 BBG000V78W00 1,284,992 24,961 SH   SOLE N/A 24,961 0 0
FOX CORP CL A COM 35137L105 BBG00JHNJWT7 764,442 13,641 SH   SOLE N/A 13,641 0 0
FRANKLIN RESOURCES INC COM 354613101 BBG000BD0WB5 1,603,269 67,223 SH   SOLE N/A 67,223 0 0
FREEPORT-MCMORAN INC CL B 35671D857 BBG000V78W00 1,308,910 30,194 SH   SOLE N/A 30,194 0 0
FRESHPET INC COM 358039105 BBG00742MS54 311,800 4,588 SH   SOLE N/A 4,588 0 0
GALLAGHER ARTHUR J & CO COM 363576109 BBG000BBHZK4 2,939,022 9,181 SH   SOLE N/A 9,181 0 0
GAP INC COM 364760108 BBG000BKLK68 589,066 27,009 SH   SOLE N/A 27,009 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 BBG000GZQBJ1 3,014,501 40,698 SH   SOLE N/A 40,698 0 0
GE VERNOVA INC COM 36828A101 BBG01LT2THM3 3,134,156 5,923 SH   SOLE N/A 5,923 0 0
GEN DIGITAL INC COM 668771108 BBG000BH2VV4 411,806 14,007 SH   SOLE N/A 14,007 0 0
GENERAL DYNAMICS CORP COM 369550108 BBG000BFLCG6 651,568 2,234 SH   SOLE N/A 2,234 0 0
GENERAL MTRS CO COM 37045V100 BBG000BKCHJ1 2,764,027 56,168 SH   SOLE N/A 56,168 0 0
GITLAB INC CLASS A COM 37637K108 BBG000BKLK68 269,397 5,972 SH   SOLE N/A 5,972 0 0
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108 BBG012TH9WR6 3,948,314 103,359 SH   SOLE N/A 103,359 0 0
GLOBANT S A COM L44385109 BBG00564Y489 429,855 4,732 SH   SOLE N/A 4,732 0 0
GLOBE LIFE INC COM 37959E102 BBG000BVD9G7 337,447 2,715 SH   SOLE N/A 2,715 0 0
GODADDY INC CL A 380237107 BBG006MDLY41 1,640,527 9,111 SH   SOLE N/A 9,111 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 BBG000BB0BD3 294,343 674 SH   SOLE N/A 674 0 0
GUARDANT HEALTH INC COM 40131M109 BBG00LXPDX04 201,031 3,863 SH   SOLE N/A 3,863 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 BBG000C6CH10 3,389,303 14,395 SH   SOLE N/A 14,395 0 0
HARTFORD INSURANCE GROUP INC COM 416515104 BBG000G0ZB62 3,299,762 26,009 SH   SOLE N/A 26,009 0 0
HASBRO INC COM 418056107 BBG00YDGX981 2,272,623 30,786 SH   SOLE N/A 30,786 0 0
HEICO CORP NEW COM 422806109 BBG012TGZFY8 1,194,904 3,643 SH   SOLE N/A 3,643 0 0
HERC HLDGS INC COM 42704L104 BBG01136Y6R9 287,874 2,186 SH   SOLE N/A 2,186 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 BBG0078W8097 924,729 45,219 SH   SOLE N/A 45,219 0 0
HF SINCLAIR CORP COM 403949100 BBG000BN85Z8 3,973,135 96,717 SH   SOLE N/A 96,717 0 0
HOULIHAN LOKEY INC CL A 441593100 BBG009L72FL2 285,581 1,587 SH   SOLE N/A 1,587 0 0
HUBSPOT INC COM 443573100 BBG0071GP394 489,834 880 SH   SOLE N/A 880 0 0
HUMANA INC COM 444859102 BBG000BLKM81 1,880,785 7,693 SH   SOLE N/A 7,693 0 0
HUNT J B TRANS SVCS INC COM 445658107 BBG00CVQZQG8 312,330 2,175 SH   SOLE N/A 2,175 0 0
IDEX CORP COM 45167R104 BBG000C1FCF4 702,631 4,002 SH   SOLE N/A 4,002 0 0
INCYTE CORP COM 45337C102 BBG000C1HPK7 392,733 5,767 SH   SOLE N/A 5,767 0 0
INSPIRE MED SYS INC COM 457730109 BBG000DSQ5M9 305,349 2,353 SH   SOLE N/A 2,353 0 0
INTEL CORP COM 458140100 BBG000C0GFS4 2,575,798 114,991 SH   SOLE N/A 114,991 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 BBG000NS28G5 483,840 8,732 SH   SOLE N/A 8,732 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 BBG000C1FCF4 571,326 3,114 SH   SOLE N/A 3,114 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 BBG0071GP394 2,485,990 33,800 SH   SOLE N/A 33,800 0 0
INTUITIVE MACHINES INC CLASS A COM 46125A100 BBG013GMY9T8 724,290 66,632 SH   SOLE N/A 66,632 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 BBG000BJPPW7 4,411,946 8,119 SH   SOLE N/A 8,119 0 0
INVESCO LTD SHS G491BT108 BBG000BJPPW7 3,081,663 195,413 SH   SOLE N/A 195,413 0 0
IONQ INC COM 46222L108 BBG000C19T73 624,397 14,531 SH   SOLE N/A 14,531 0 0
JABIL INC COM 466313103 BBG000BJNJ80 3,625,476 16,623 SH   SOLE N/A 16,623 0 0
JACKSON FINANCIAL INC COM CL A 46817M107 BBG000C2L3M7 264,861 2,983 SH   SOLE N/A 2,983 0 0
JACOBS SOLUTIONS INC COM 46982L108 BBG019DFKBP7 2,117,134 16,106 SH   SOLE N/A 16,106 0 0
JANUS HENDERSON GROUP PLC ORD SHS G4474Y214 BBG00GSNPM34 968,514 24,936 SH   SOLE N/A 24,936 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 BBG01L5GH0R3 387,444 3,651 SH   SOLE N/A 3,651 0 0
JOBY AVIATION INC COMMON STOCK G65163100 BBG00Y1DKJF5 1,246,915 118,191 SH   SOLE N/A 118,191 0 0
JOHNSON & JOHNSON COM 478160104 BBG000BVWMZ6 3,294,207 21,566 SH   SOLE N/A 21,566 0 0
JOHNSON CTLS INTL PLC SHS G51502105 BBG012CPBT09 4,717,095 44,661 SH   SOLE N/A 44,661 0 0
KB HOME COM 48666K109 BBG000BMLYS0 1,116,714 21,082 SH   SOLE N/A 21,082 0 0
KBR INC COM 48242W106 BBG000DMBZW1 1,281,101 26,723 SH   SOLE N/A 26,723 0 0
KEURIG DR PEPPER INC COM 49271V100 BBG000G8NDS0 3,645,163 110,259 SH   SOLE N/A 110,259 0 0
KINDER MORGAN INC DEL COM 49456B101 BBG0019JZ8D6 3,940,805 134,041 SH   SOLE N/A 134,041 0 0
KINROSS GOLD CORP COM 496902404 BBG00JRH1PD0 293,672 18,789 SH   SOLE N/A 18,789 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 BBG000BMW672 627,181 14,180 SH   SOLE N/A 14,180 0 0
KOHLS CORP COM 500255104 BBG000CS8H44 193,988 22,876 SH   SOLE N/A 22,876 0 0
KONTOOR BRANDS INC COM 50050N103 BBG00P1DMP31 208,201 3,156 SH   SOLE N/A 3,156 0 0
KRAFT HEINZ CO COM 500754106 BBG000BJNJ80 1,158,621 44,873 SH   SOLE N/A 44,873 0 0
KROGER CO COM 501044101 BBG008H7SQZ2 7,058,878 98,409 SH   SOLE N/A 98,409 0 0
KYNDRYL HLDGS INC COMMON STOCK 50155Q100 BBG0059JSF94 767,700 18,296 SH   SOLE N/A 18,296 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 BBG000BLGHH7 2,878,389 11,475 SH   SOLE N/A 11,475 0 0
LAM RESEARCH CORP COM NEW 512807306 BBG000BNFW27 2,868,610 29,470 SH   SOLE N/A 29,470 0 0
LAMB WESTON HLDGS INC COM 513272104 BBG000C2DFZ5 443,629 8,556 SH   SOLE N/A 8,556 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 BBG000C2DFZ5 784,085 16,005 SH   SOLE N/A 16,005 0 0
LEVI STRAUSS & CO NEW CL A COM STK 52736R102 BBG00NBFGH62 966,861 52,291 SH   SOLE N/A 52,291 0 0
LIBERTY ENERGY INC COM CL A 53115L104 BBG00GK839L8 1,098,395 95,679 SH   SOLE N/A 95,679 0 0
LIFE TIME GROUP HOLDINGS INC COMMON STOCK 53190C102 BBG012J3H053 603,385 19,894 SH   SOLE N/A 19,894 0 0
LINDE PLC SHS G54950103 BBG01FNDGNN8 2,717,491 5,792 SH   SOLE N/A 5,792 0 0
LKQ CORP COM 501889208 BBG000PXDRY8 204,850 5,535 SH   SOLE N/A 5,535 0 0
LOCKHEED MARTIN CORP COM 539830109 BBG000BLGHH7 6,837,336 14,763 SH   SOLE N/A 14,763 0 0
LPL FINL HLDGS INC COM 50212V100 BBG000P2W8P7 608,951 1,624 SH   SOLE N/A 1,624 0 0
LUMENTUM HLDGS INC COM 55024U109 BBG0073F9SD2 2,199,878 23,142 SH   SOLE N/A 23,142 0 0
MACYS INC COM 55616P104 BBG000C46L95 234,214 20,087 SH   SOLE N/A 20,087 0 0
MADRIGAL PHARMACEUTICALS INC COM 558868105 BBG000QS6VW9 457,894 1,513 SH   SOLE N/A 1,513 0 0
MAGNA INTL INC COM 559222401 BBG000BNLR30 305,791 7,920 SH   SOLE N/A 7,920 0 0
MAGNOLIA OIL & GAS CORP CL A 559663109 BBG00H0M0J10 239,547 10,656 SH   SOLE N/A 10,656 0 0
MARSH & MCLENNAN COS INC COM 571748102 BBG000BP4P74 7,851,362 35,910 SH   SOLE N/A 35,910 0 0
MARVELL TECHNOLOGY INC COM 573874104 BBG000BFXLX4 4,488,116 57,986 SH   SOLE N/A 57,986 0 0
MASCO CORP COM 574599106 BBG000FQ8195 3,362,166 52,240 SH   SOLE N/A 52,240 0 0
MASIMO CORP COM 574795100 BBG000BHD1P5 256,536 1,525 SH   SOLE N/A 1,525 0 0
MASTEC INC COM 576323109 BBG000BZCP64 296,037 1,737 SH   SOLE N/A 1,737 0 0
MASTERCARD INCORPORATED CL A 57636Q104 BBG000F20WW2 10,011,523 17,816 SH   SOLE N/A 17,816 0 0
MATSON INC COM 57686G105 BBG000BBK5Q0 210,786 1,893 SH   SOLE N/A 1,893 0 0
MAXIMUS INC COM 577933104 BBG000BCJC58 472,025 6,724 SH   SOLE N/A 6,724 0 0
MCDONALDS CORP COM 580135101 BBG000BNT1L9 10,102,947 34,579 SH   SOLE N/A 34,579 0 0
MDU RES GROUP INC COM 552690109 BBG000BNX571 208,942 12,534 SH   SOLE N/A 12,534 0 0
MEDTRONIC PLC SHS G5960L103 BBG000C46L95 3,691,039 42,343 SH   SOLE N/A 42,343 0 0
MERCK & CO INC COM 58933Y105 BBG000MBHPT5 3,154,368 39,848 SH   SOLE N/A 39,848 0 0
MERITAGE HOMES CORP COM 59001A102 BBG000BFXLX4 271,496 4,054 SH   SOLE N/A 4,054 0 0
META PLATFORMS INC CL A 30303M102 BBG000D4M6H0 569,806 772 SH   SOLE N/A 772 0 0
METLIFE INC COM 59156R108 BBG00HT4ZBM5 7,309,695 90,894 SH   SOLE N/A 90,894 0 0
MGM RESORTS INTERNATIONAL COM 552953101 BBG000GQQT02 5,173,219 150,428 SH   SOLE N/A 150,428 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 BBG000BHD1P5 477,883 6,791 SH   SOLE N/A 6,791 0 0
MICRON TECHNOLOGY INC COM 595112103 BBG000BPHFS9 7,188,926 58,328 SH   SOLE N/A 58,328 0 0
MIDDLEBY CORP COM 596278101 BBG000DQNNX5 351,792 2,443 SH   SOLE N/A 2,443 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104 BBG019X46ZN5 735,544 40,909 SH   SOLE N/A 40,909 0 0
MODERNA INC COM 60770K107 BBG00MJW66X4 417,437 15,130 SH   SOLE N/A 15,130 0 0
MOELIS & CO CL A 60786M105 BBG0063JJ1M4 248,594 3,989 SH   SOLE N/A 3,989 0 0
MONDAY COM LTD SHS M7S64H106 BBG01136Y6R9 221,079 703 SH   SOLE N/A 703 0 0
MONGODB INC CL A 60937P106 BBG00HT4ZBM5 938,445 4,469 SH   SOLE N/A 4,469 0 0
MORGAN STANLEY COM NEW 617446448 BBG000BLZT71 1,285,911 9,129 SH   SOLE N/A 9,129 0 0
MOSAIC CO NEW COM 61945C103 BBG000BP5522 8,674,324 237,783 SH   SOLE N/A 237,783 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 BBG000BP9038 5,122,044 12,182 SH   SOLE N/A 12,182 0 0
MP MATERIALS CORP COM CL A 553368101 BBG000BLZT71 1,855,035 55,757 SH   SOLE N/A 55,757 0 0
MSCI INC COM 55354G100 BBG000RTDZW9 243,384 422 SH   SOLE N/A 422 0 0
MURPHY USA INC COM 626755102 BBG01076BZW2 307,134 755 SH   SOLE N/A 755 0 0
NASDAQ INC COM 631103108 BBG000BCMYM7 6,687,901 74,792 SH   SOLE N/A 74,792 0 0
NATERA INC COM 632307104 BBG000BGPXY4 302,234 1,789 SH   SOLE N/A 1,789 0 0
NEXTRACKER INC CLASS A COM 65290E101 BBG01DZ9ZJ75 1,121,436 20,626 SH   SOLE N/A 20,626 0 0
NIKE INC CL B 654106103 BBG000C5HTN7 1,515,283 21,330 SH   SOLE N/A 21,330 0 0
NOBLE CORP PLC ORD SHS A G65431127 BBG018QRJTQ1 1,941,893 73,141 SH   SOLE N/A 73,141 0 0
NRG ENERGY INC COM NEW 629377508 BBG000C5HTN7 3,206,943 19,971 SH   SOLE N/A 19,971 0 0
NUSCALE PWR CORP CL A COM 67079K100 BBG012S1T777 966,688 24,436 SH   SOLE N/A 24,436 0 0
NUTANIX INC CL A 67059N108 BBG000C2PN67 2,263,618 29,613 SH   SOLE N/A 29,613 0 0
NVIDIA CORPORATION COM 67066G104 BBG000M44Y70 1,495,691 9,467 SH   SOLE N/A 9,467 0 0
NXP SEMICONDUCTORS N V COM N6596X109 BBG000BQ7GH8 1,204,317 5,512 SH   SOLE N/A 5,512 0 0
OKTA INC CL A 679295105 BBG000BQ5GM4 2,125,262 21,259 SH   SOLE N/A 21,259 0 0
OLIN CORP COM PAR $1 680665205 BBG000BQHX53 1,330,500 66,227 SH   SOLE N/A 66,227 0 0
OMNICOM GROUP INC COM 681919106 BBG000BS95R5 428,187 5,952 SH   SOLE N/A 5,952 0 0
ON HLDG AG NAMEN AKT A H5919C104 BBG00G6S3JL8 3,491,098 67,072 SH   SOLE N/A 67,072 0 0
ON SEMICONDUCTOR CORP COM 682189105 BBG000BBK0R0 338,149 6,452 SH   SOLE N/A 6,452 0 0
ONEOK INC NEW COM 682680103 BBG000BQHJ81 5,415,661 66,344 SH   SOLE N/A 66,344 0 0
ONTO INNOVATION INC COM 683344105 BBG000BPRQ59 219,926 2,179 SH   SOLE N/A 2,179 0 0
ORACLE CORP COM 68389X105 BBG000BQLY10 8,404,575 38,442 SH   SOLE N/A 38,442 0 0
OTIS WORLDWIDE CORP COM 68902V107 BBG000DV8ZY3 5,317,671 53,703 SH   SOLE N/A 53,703 0 0
OVINTIV INC COM 69047Q102 BBG00R2NHQH3 8,544,165 224,551 SH   SOLE N/A 224,551 0 0
OWENS CORNING NEW COM 690742101 BBG00JM9XLR2 2,371,808 17,247 SH   SOLE N/A 17,247 0 0
PACKAGING CORP AMER COM 695156109 BBG009XW2WH2 2,607,394 13,836 SH   SOLE N/A 13,836 0 0
PAN AMERN SILVER CORP COM 697900108 BBG000C0RJP7 1,184,962 41,724 SH   SOLE N/A 41,724 0 0
PBF ENERGY INC CL A 69318G106 BBG000C0RJP7 2,336,329 107,814 SH   SOLE N/A 107,814 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 BBG00V1L5Y94 500,534 72,123 SH   SOLE N/A 72,123 0 0
PENN ENTERTAINMENT INC COM 707569109 BBG000CF0Z04 1,320,682 73,905 SH   SOLE N/A 73,905 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 BBG009XW2WH2 729,850 8,344 SH   SOLE N/A 8,344 0 0
PFIZER INC COM 717081103 BBG000BR2F10 7,095,654 292,725 SH   SOLE N/A 292,725 0 0
PG&E CORP COM 69331C108 BBG00JM7QBV1 2,149,701 154,211 SH   SOLE N/A 154,211 0 0
PHILIP MORRIS INTL INC COM 718172109 BBG000J2XPB0 9,986,006 54,829 SH   SOLE N/A 54,829 0 0
PINNACLE WEST CAP CORP COM 723484101 BBG00S2L26Z5 905,973 10,126 SH   SOLE N/A 10,126 0 0
PLANET FITNESS INC CL A 72703H101 BBG009H04M71 4,786,205 43,890 SH   SOLE N/A 43,890 0 0
PNC FINL SVCS GROUP INC COM 693475105 BBG00VCZXB36 1,055,696 5,663 SH   SOLE N/A 5,663 0 0
POOL CORP COM 73278L105 BBG000BCVRT5 803,610 2,757 SH   SOLE N/A 2,757 0 0
PROCORE TECHNOLOGIES INC COM 74275K108 BBG002VZ5CL8 639,795 9,351 SH   SOLE N/A 9,351 0 0
PROCTER AND GAMBLE CO COM 742718109 BBG009H04M71 8,882,250 55,751 SH   SOLE N/A 55,751 0 0
PROGRESSIVE CORP COM 743315103 BBG000BR39M0 9,392,938 35,198 SH   SOLE N/A 35,198 0 0
PRUDENTIAL FINL INC COM 744320102 BBG000BCVRT5 5,656,716 52,650 SH   SOLE N/A 52,650 0 0
QUALCOMM INC COM 747525103 BBG00Y92R9W7 4,040,267 25,369 SH   SOLE N/A 25,369 0 0
QUANTA SVCS INC COM 74762E102 BBG000BBLBH6 1,162,596 3,075 SH   SOLE N/A 3,075 0 0
QUANTUM COMPUTING INC COM 74766W108 BBG000PP42C4 451,166 23,535 SH   SOLE N/A 23,535 0 0
RADIAN GROUP INC COM 750236101 BBG000BMWXG3 2,115,166 58,722 SH   SOLE N/A 58,722 0 0
RAYMOND JAMES FINL INC COM 754730109 BBG000BS74T8 348,763 2,274 SH   SOLE N/A 2,274 0 0
REDDIT INC CL A 75734B100 BBG0142RK620 1,263,433 8,391 SH   SOLE N/A 8,391 0 0
REGENERON PHARMACEUTICALS COM 75886F107 BBG002VX6CQ7 5,495,700 10,468 SH   SOLE N/A 10,468 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100 BBG000Q1KHQ0 1,465,672 62,316 SH   SOLE N/A 62,316 0 0
RELIANCE INC COM 759509102 BBG000BFW132 307,308 979 SH   SOLE N/A 979 0 0
RENAISSANCERE HLDGS LTD COM G7496G103 BBG002293PN9 636,884 2,622 SH   SOLE N/A 2,622 0 0
REPLIGEN CORP COM 759916109 BBG000BS4JZ1 481,475 3,871 SH   SOLE N/A 3,871 0 0
REPUBLIC SVCS INC COM 760759100 BBG000BPXYW5 1,675,962 6,796 SH   SOLE N/A 6,796 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 BBG000BRJ952 3,954,066 59,648 SH   SOLE N/A 59,648 0 0
REVOLUTION MEDICINES INC COM 76155X100 BBG00256TDP9 892,783 24,267 SH   SOLE N/A 24,267 0 0
REVVITY INC COM 714046109 BBG000L4NCN0 423,053 4,374 SH   SOLE N/A 4,374 0 0
RINGCENTRAL INC CL A 76680R206 BBG000BS4JZ1 1,364,741 48,139 SH   SOLE N/A 48,139 0 0
RIOT PLATFORMS INC COM 767292105 BBG000BQ4BP3 499,776 44,228 SH   SOLE N/A 44,228 0 0
ROBERT HALF INC. COM 770323103 BBG000C1DH01 6,226,012 151,669 SH   SOLE N/A 151,669 0 0
ROBINHOOD MKTS INC COM CL A 770700102 BBG011P3C311 2,131,861 22,769 SH   SOLE N/A 22,769 0 0
ROBLOX CORP CL A 771049103 BBG00Y92R9W7 1,705,292 16,210 SH   SOLE N/A 16,210 0 0
ROCKET COS INC COM CL A 77311W101 BBG00DZGL067 209,183 14,752 SH   SOLE N/A 14,752 0 0
ROCKET LAB CORP COM 773121108 BBG01V7JN3S9 5,284,946 147,748 SH   SOLE N/A 147,748 0 0
ROIVANT SCIENCES LTD SHS G76279101 BBG012S1T777 1,226,604 108,838 SH   SOLE N/A 108,838 0 0
ROKU INC COM CL A 77543R102 BBG00HMJFMQ3 889,359 10,119 SH   SOLE N/A 10,119 0 0
ROPER TECHNOLOGIES INC COM 776696106 BBG000F22737 1,048,087 1,849 SH   SOLE N/A 1,849 0 0
ROSS STORES INC COM 778296103 BBG007PMX0W6 8,755,560 68,628 SH   SOLE N/A 68,628 0 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104 BBG000NVSR05 2,628,533 72,954 SH   SOLE N/A 72,954 0 0
RPM INTL INC COM 749685103 BBG000L4NCN0 4,346,918 39,575 SH   SOLE N/A 39,575 0 0
RTX CORPORATION COM 75513E101 BBG00HMJFMQ3 1,967,474 13,474 SH   SOLE N/A 13,474 0 0
RYAN SPECIALTY HOLDINGS INC CL A 78351F107 BBG011K4W170 555,614 8,172 SH   SOLE N/A 8,172 0 0
RYDER SYS INC COM 783549108 BBG000BRVRS3 234,207 1,473 SH   SOLE N/A 1,473 0 0
S&P GLOBAL INC COM 78409V104 BBG000BSXT78 9,017,713 17,102 SH   SOLE N/A 17,102 0 0
SALESFORCE INC COM 79466L302 BBG000BN2GH0 4,585,828 16,817 SH   SOLE N/A 16,817 0 0
SAMSARA INC COM CL A 79589L106 BBG012CPBT09 2,864,359 72,005 SH   SOLE N/A 72,005 0 0
SCHWAB CHARLES CORP COM 808513105 BBG000BSM368 8,173,826 89,586 SH   SOLE N/A 89,586 0 0
SEALED AIR CORP NEW COM 81211K100 BBG000C22T32 3,697,876 119,171 SH   SOLE N/A 119,171 0 0
SEMPRA COM 816851109 BBG00FXWRBF9 707,995 9,344 SH   SOLE N/A 9,344 0 0
SENTINELONE INC CL A 81730H109 BBG011BB43Y1 499,373 27,318 SH   SOLE N/A 27,318 0 0
SERVICENOW INC COM 81762P102 BBG000BPZDS4 4,790,853 4,660 SH   SOLE N/A 4,660 0 0
SHAKE SHACK INC CL A 819047101 BBG007TG0ZM5 729,573 5,189 SH   SOLE N/A 5,189 0 0
SIGNET JEWELERS LIMITED SHS G81276100 BBG000BW8TX8 364,419 4,581 SH   SOLE N/A 4,581 0 0
SIMPSON MFG INC COM 829073105 BBG000JLCF05 202,369 1,303 SH   SOLE N/A 1,303 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 BBG000BT4384 7,616,018 102,201 SH   SOLE N/A 102,201 0 0
SMITH A O CORP COM 831865209 BBG000BC1MP3 2,026,375 30,904 SH   SOLE N/A 30,904 0 0
SNAP INC CL A 83304A106 BBG00FXWRBF9 633,388 72,887 SH   SOLE N/A 72,887 0 0
SNAP ON INC COM 833034101 BBG000BT7MD3 258,902 832 SH   SOLE N/A 832 0 0
SNOWFLAKE INC CL A 833445109 BBG00WXXS1W2 1,440,631 6,438 SH   SOLE N/A 6,438 0 0
SOFI TECHNOLOGIES INC COM 83406F102 BBG00K4MD5L3 2,618,780 143,810 SH   SOLE N/A 143,810 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 BBG000C18861 318,750 15,625 SH   SOLE N/A 15,625 0 0
SOLVENTUM CORP COM SHS 83444M101 BBG01LWZSVQ2 1,036,809 13,671 SH   SOLE N/A 13,671 0 0
STANDARDAERO INC COM 85423L103 BBG01PNPSQ77 1,370,761 43,310 SH   SOLE N/A 43,310 0 0
STARBUCKS CORP COM 855244109 BBG000C50012 2,646,916 28,887 SH   SOLE N/A 28,887 0 0
STEEL DYNAMICS INC COM 858119100 BBG000HH03N1 968,140 7,563 SH   SOLE N/A 7,563 0 0
STELLANTIS N.V SHS N82405106 BBG00790SJJ2 2,330,099 232,313 SH   SOLE N/A 232,313 0 0
STERIS PLC SHS USD G8473T100 BBG00MS1B700 1,215,513 5,060 SH   SOLE N/A 5,060 0 0
SWEETGREEN INC COM CL A 87043Q108 BBG0135W9QQ1 1,609,019 108,133 SH   SOLE N/A 108,133 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 BBG000BS26J9 10,234,185 42,142 SH   SOLE N/A 42,142 0 0
TAPESTRY INC COM 876030107 BBG000BV6SQ2 3,971,822 45,232 SH   SOLE N/A 45,232 0 0
TARGET CORP COM 87612E106 BBG000H8TYR8 1,270,217 12,876 SH   SOLE N/A 12,876 0 0
TAYLOR MORRISON HOME CORP COM 87724P106 BBG003PGJHT1 1,430,717 23,294 SH   SOLE N/A 23,294 0 0
TD SYNNEX CORPORATION COM 87162W100 BBG00MS1B700 2,909,137 21,438 SH   SOLE N/A 21,438 0 0
TE CONNECTIVITY PLC ORD SHS G87052109 BBG000DN7RP0 784,822 4,653 SH   SOLE N/A 4,653 0 0
TECHNIPFMC PLC COM G87110105 BBG000FFH7Y8 7,462,321 216,676 SH   SOLE N/A 216,676 0 0
TELADOC HEALTH INC COM 87918A105 BBG000CL9LT2 879,936 101,026 SH   SOLE N/A 101,026 0 0
TEMPUS AI INC CL A 88023B103 BBG01MZQYJZ7 1,086,216 17,095 SH   SOLE N/A 17,095 0 0
TEREX CORP NEW COM 880779103 BBG000BSJLV4 1,202,828 25,762 SH   SOLE N/A 25,762 0 0
TG THERAPEUTICS INC COM 88322Q108 BBG000FTLFR3 402,620 11,187 SH   SOLE N/A 11,187 0 0
THE TRADE DESK INC COM CL A 88339J105 BBG0015XMW86 1,795,647 24,943 SH   SOLE N/A 24,943 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG000BKFCH1 7,339,231 18,101 SH   SOLE N/A 18,101 0 0
TJX COS INC NEW COM 872540109 BBG000BV8G95 10,576,918 85,650 SH   SOLE N/A 85,650 0 0
TKO GROUP HOLDINGS INC CL A 87256C101 BBG01G9VGHR1 2,302,577 12,655 SH   SOLE N/A 12,655 0 0
TORO CO COM 891092108 BBG000BTGM43 1,350,553 19,108 SH   SOLE N/A 19,108 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 BBG000PXGX45 9,095,941 20,795 SH   SOLE N/A 20,795 0 0
TREX CO INC COM 89531P105 BBG000BTGM43 755,664 13,896 SH   SOLE N/A 13,896 0 0
TYSON FOODS INC CL A 902494103 BBG01BHHGJQ1 5,530,564 98,866 SH   SOLE N/A 98,866 0 0
UBER TECHNOLOGIES INC COM 90353T100 BBG00NW4HS14 2,359,277 25,287 SH   SOLE N/A 25,287 0 0
UGI CORP NEW COM 902681105 BBG00NK8H9C8 424,730 11,662 SH   SOLE N/A 11,662 0 0
UNITED PARCEL SERVICE INC CL B 911312106 BBG000BBSCY8 7,404,656 73,357 SH   SOLE N/A 73,357 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 BBG000BV5663 449,128 1,563 SH   SOLE N/A 1,563 0 0
UNITEDHEALTH GROUP INC COM 91324P102 BBG000PXGX45 1,820,969 5,837 SH   SOLE N/A 5,837 0 0
US BANCORP DEL COM NEW 902973304 BBG00BRBPMV1 10,245,822 226,427 SH   SOLE N/A 226,427 0 0
US FOODS HLDG CORP COM 912008109 BBG00C6H6D95 4,899,992 63,628 SH   SOLE N/A 63,628 0 0
V F CORP COM 918204108 BBG000BWCLX0 1,152,793 98,110 SH   SOLE N/A 98,110 0 0
VAIL RESORTS INC COM 91879Q109 BBG00VT0KNX0 502,345 3,197 SH   SOLE N/A 3,197 0 0
VALARIS LTD CL A G9460G101 BBG010LLL1P5 613,585 14,571 SH   SOLE N/A 14,571 0 0
VARONIS SYS INC COM 922280102 BBG001YF9SP8 265,270 5,227 SH   SOLE N/A 5,227 0 0
VAXCYTE INC COM 92243G108 BBG00V1L5Y94 303,091 9,323 SH   SOLE N/A 9,323 0 0
VEEVA SYS INC CL A COM 922475108 BBG005845P91 976,828 3,392 SH   SOLE N/A 3,392 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 BBG000HS79Q4 1,111,693 25,692 SH   SOLE N/A 25,692 0 0
VIKING HOLDINGS LTD ORD SHS G93A5A101 BBG01MB816P8 3,255,486 61,090 SH   SOLE N/A 61,090 0 0
VIKING THERAPEUTICS INC COM 92686J106 BBG00D6TMHS9 697,083 26,305 SH   SOLE N/A 26,305 0 0
VOYA FINANCIAL INC COM 929089100 BBG000L9CXY3 1,949,873 27,463 SH   SOLE N/A 27,463 0 0
VULCAN MATLS CO COM 929160109 BBG000M684B2 1,340,354 5,139 SH   SOLE N/A 5,139 0 0
WABTEC COM 929740108 BBG000PSL0X0 5,182,250 24,754 SH   SOLE N/A 24,754 0 0
WALMART INC COM 931142103 BBG003MCYRP8 487,433 4,985 SH   SOLE N/A 4,985 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104 BBG016HRQKM0 660,738 57,656 SH   SOLE N/A 57,656 0 0
WARRIOR MET COAL INC COM 93627C101 BBG00GD1JMY1 201,560 4,398 SH   SOLE N/A 4,398 0 0
WESCO INTL INC COM 95082P105 BBG000D0FQ55 328,545 1,774 SH   SOLE N/A 1,774 0 0
WESTERN ALLIANCE BANCORP COM 957638109 BBG000Q1KHQ0 301,627 3,868 SH   SOLE N/A 3,868 0 0
WESTERN DIGITAL CORP COM 958102105 BBG000BWNQ67 986,278 15,413 SH   SOLE N/A 15,413 0 0
WESTERN UN CO COM 959802109 BBG000HS79Q4 2,381,479 282,836 SH   SOLE N/A 282,836 0 0
WHIRLPOOL CORP COM 963320106 BBG000BWSW50 1,053,247 10,385 SH   SOLE N/A 10,385 0 0
WILLIAMS COS INC COM 969457100 BBG000BWVH31 857,733 13,656 SH   SOLE N/A 13,656 0 0
WILLSCOT HLDGS CORP COM CL A 971378104 BBG00L2B8L01 1,288,677 47,032 SH   SOLE N/A 47,032 0 0
WORKDAY INC CL A 98138H101 BBG000BW2T82 1,419,360 5,914 SH   SOLE N/A 5,914 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 BBG009BP2W18 1,459,831 17,976 SH   SOLE N/A 17,976 0 0
WYNN RESORTS LTD COM 983134107 BBG000LD9X14 922,181 9,845 SH   SOLE N/A 9,845 0 0
XP INC CL A G98239109 BBG000BWLX00 2,834,989 140,346 SH   SOLE N/A 140,346 0 0
XYLEM INC COM 98419M100 BBG00256TDP9 4,321,659 33,408 SH   SOLE N/A 33,408 0 0
YUM BRANDS INC COM 988498101 BBG000BRMLK4 1,931,674 13,036 SH   SOLE N/A 13,036 0 0
YUM CHINA HLDGS INC COM 98850P109 BBG00B8N0HM4 2,995,704 67,003 SH   SOLE N/A 67,003 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 BBG009NRSYZ2 1,901,998 27,152 SH   SOLE N/A 27,152 0 0
ZOETIS INC CL A 98978V103 BBG000BX5KG7 7,838,203 50,261 SH   SOLE N/A 50,261 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104 BBG00S1HJ455 721,242 71,269 SH   SOLE N/A 71,269 0 0
ZSCALER INC COM 98980G102 BBG00K4MD5L3 1,414,928 4,507 SH   SOLE N/A 4,507 0 0