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 2,464,413 15,881 SH   SOLE N/A 15,881 0 0
ACADEMY SPORTS & OUTDOORS IN COM 00402L107 BBG00X7L1CL2 700,380 14,002 SH   SOLE N/A 14,002 0 0
ADT INC DEL COM 00090Q103 BBG00JLZ5SD6 254,567 29,227 SH   SOLE N/A 29,227 0 0
ADTALEM GLOBAL ED INC COM 00737L103 BBG000DQC147 222,871 1,443 SH   SOLE N/A 1,443 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 BBG0068SP4V6 482,121 3,476 SH   SOLE N/A 3,476 0 0
ADVANCED MICRO DEVICES INC COM 007903107 BBG000BBQPP1 1,990,988 12,306 SH   SOLE N/A 12,306 0 0
AERCAP HOLDINGS NV SHS N00985106 BBG000Q9G1G4 7,695,479 63,599 SH   SOLE N/A 63,599 0 0
AEROVIRONMENT INC COM 008073108 BBG000GX2MC5 527,756 1,676 SH   SOLE N/A 1,676 0 0
AES CORP COM 00130H105 BBG000C23NG0 943,401 71,687 SH   SOLE N/A 71,687 0 0
AFLAC INC COM 001055102 BBG000BBBRC7 4,827,004 43,214 SH   SOLE N/A 43,214 0 0
AGCO CORP COM 001084102 BBG000DCD2J9 412,005 3,848 SH   SOLE N/A 3,848 0 0
AIR PRODS & CHEMS INC COM 009158106 BBG000BC4LR0 293,447 1,076 SH   SOLE N/A 1,076 0 0
ALBEMARLE CORP COM 012653101 BBG000BJ27W2 1,667,005 20,560 SH   SOLE N/A 20,560 0 0
ALBERTSONS COS INC COMMON STOCK 013091103 BBG009KG17B3 337,313 19,264 SH   SOLE N/A 19,264 0 0
ALLIANT ENERGY CORP COM 018802108 BBG000DW73F4 1,283,554 19,041 SH   SOLE N/A 19,041 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 BBG001KY3881 3,429,067 40,399 SH   SOLE N/A 40,399 0 0
ALLSTATE CORP COM 020002101 BBG000BVMJ93 948,324 4,418 SH   SOLE N/A 4,418 0 0
ALLY FINL INC COM 02005N100 BBG001LYYYZ9 2,653,879 67,701 SH   SOLE N/A 67,701 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 BBG011K4W170 572,280 1,255 SH   SOLE N/A 1,255 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG002V87SJ4 1,268,739 5,219 SH   SOLE N/A 5,219 0 0
ALTRIA GROUP INC COM 02209S103 BBG000BP6MW1 646,133 9,781 SH   SOLE N/A 9,781 0 0
AMAZON COM INC COM 023135106 BBG000BVQ4Z3 4,451,123 20,272 SH   SOLE N/A 20,272 0 0
AMENTUM HOLDINGS INC COM 023939101 BBG01PR6J642 525,200 21,929 SH   SOLE N/A 21,929 0 0
AMER SPORTS INC COM SHS G0260P102 BBG01KWR26V9 1,126,109 32,406 SH   SOLE N/A 32,406 0 0
ANALOG DEVICES INC COM 032654105 BBG000BB6RX0 2,673,216 10,880 SH   SOLE N/A 10,880 0 0
ANTERO RESOURCES CORP COM 03674X106 BBG004PMFSC4 282,743 8,425 SH   SOLE N/A 8,425 0 0
AON PLC SHS CL A G0403H108 BBG00SSQW978 5,871,803 16,467 SH   SOLE N/A 16,467 0 0
APA CORPORATION COM 03743Q108 BBG00YTSQK72 2,092,159 86,168 SH   SOLE N/A 86,168 0 0
API GROUP CORP COM STK 00187Y100 BBG000BPRQ59 3,601,014 104,772 SH   SOLE N/A 104,772 0 0
APPLIED DIGITAL CORP COM NEW 038169207 BBG000DSMDC7 405,396 17,672 SH   SOLE N/A 17,672 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105 BBG000BBHK72 350,068 1,341 SH   SOLE N/A 1,341 0 0
APPLOVIN CORP COM CL A 03831W108 BBG00ZHSSNP4 232,088 323 SH   SOLE N/A 323 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 BBG0068KVVG3 4,589,802 28,706 SH   SOLE N/A 28,706 0 0
ARISTA NETWORKS INC COM SHS 040413205 BBG0068J0HN3 964,455 6,619 SH   SOLE N/A 6,619 0 0
ARROW ELECTRS INC COM 042735100 BBG000BCD5L1 253,737 2,097 SH   SOLE N/A 2,097 0 0
AST SPACEMOBILE INC COM CL A 00217D100 BBG00QRF3NQ7 344,493 7,019 SH   SOLE N/A 7,019 0 0
AT&T INC COM 00206R102 BBG000BSJLV4 425,407 15,064 SH   SOLE N/A 15,064 0 0
ATLASSIAN CORPORATION CL A 049468101 BBG00658F3W5 6,751,796 42,278 SH   SOLE N/A 42,278 0 0
AUTODESK INC COM 052769106 BBG000BM7TD3 1,393,618 4,387 SH   SOLE N/A 4,387 0 0
AUTOLIV INC COM 052800109 BBG000BVLVN1 516,354 4,181 SH   SOLE N/A 4,181 0 0
AUTONATION INC COM 05329W102 BBG000BBXP55 272,587 1,246 SH   SOLE N/A 1,246 0 0
AUTOZONE INC COM 053332102 BBG000C7MR60 1,076,850 251 SH   SOLE N/A 251 0 0
AVANTOR INC COM 05352A100 BBG00N9SDKZ1 876,420 70,226 SH   SOLE N/A 70,226 0 0
AVIS BUDGET GROUP COM 053774105 BBG000FLRB48 683,728 4,258 SH   SOLE N/A 4,258 0 0
AXALTA COATING SYS LTD COM G0750C108 BBG0070QYRW4 1,323,188 46,233 SH   SOLE N/A 46,233 0 0
AXIS CAP HLDGS LTD SHS G0692U109 BBG000FLFB23 1,007,050 10,512 SH   SOLE N/A 10,512 0 0
BADGER METER INC COM 056525108 BBG000BDGLJ4 295,907 1,657 SH   SOLE N/A 1,657 0 0
BANK AMERICA CORP COM 060505104 BBG000BCTN44 5,443,880 105,522 SH   SOLE N/A 105,522 0 0
BARRICK MNG CORP COM SHS 06849F108 BBG000BB0BD3 4,138,491 126,289 SH   SOLE N/A 126,289 0 0
BELLRING BRANDS INC COMMON STOCK 07831C103 BBG009NRSYZ2 341,872 9,405 SH   SOLE N/A 9,405 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG000DWH8Q0 9,034,740 17,971 SH   SOLE N/A 17,971 0 0
BLOOM ENERGY CORP COM CL A 093712107 BBG00L4SB0Y7 3,221,610 38,094 SH   SOLE N/A 38,094 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 BBG0015MBGS5 1,103,748 11,043 SH   SOLE N/A 11,043 0 0
BORGWARNER INC COM 099724106 BBG00GBV88X1 848,296 19,297 SH   SOLE N/A 19,297 0 0
BOSTON SCIENTIFIC CORP COM 101137107 BBG000C0LY07 7,581,262 77,653 SH   SOLE N/A 77,653 0 0
BRIDGEBIO PHARMA INC COM 10806X102 BBG00PF2LY41 2,873,321 55,320 SH   SOLE N/A 55,320 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 BBG003LFWP41 240,591 2,216 SH   SOLE N/A 2,216 0 0
BRINKER INTL INC COM 109641100 BBG000BK2BB3 208,389 1,645 SH   SOLE N/A 1,645 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 BBG000DQLWT2 10,641,119 235,945 SH   SOLE N/A 235,945 0 0
BROADCOM INC COM 11135F101 BBG00KHY5SQ7 4,966,795 15,055 SH   SOLE N/A 15,055 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 BBG000PPFN90 827,164 3,473 SH   SOLE N/A 3,473 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 BBG000BKD5G9 2,578,866 21,269 SH   SOLE N/A 21,269 0 0
BURLINGTON STORES INC COM 122017106 BBG004S641T9 309,218 1,215 SH   SOLE N/A 1,215 0 0
C3 AI INC CL A 12468P104 BBG00Y6G6X77 443,002 25,548 SH   SOLE N/A 25,548 0 0
CAPITAL ONE FINL CORP COM 14040H105 BBG000BGKVR1 293,573 1,381 SH   SOLE N/A 1,381 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 BBG0029SNRB7 1,247,849 62,643 SH   SOLE N/A 62,643 0 0
CARDINAL HEALTH INC COM 14149Y108 BBG000D89CS1 812,582 5,177 SH   SOLE N/A 5,177 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 BBG000D89CS1 7,929,593 132,824 SH   SOLE N/A 132,824 0 0
CARVANA CO CL A 146869102 BBG000BBF443 1,982,396 5,255 SH   SOLE N/A 5,255 0 0
CDW CORP COM 12514G108 BBG004CH8XX3 1,664,635 10,451 SH   SOLE N/A 10,451 0 0
CENTERPOINT ENERGY INC COM 15189T107 BBG000FDC0R1 3,480,632 89,707 SH   SOLE N/A 89,707 0 0
CF INDS HLDGS INC COM 125269100 BBG000NY3G19 7,038,848 78,471 SH   SOLE N/A 78,471 0 0
CHEMED CORP NEW COM 16359R103 BBG000C19T73 371,624 830 SH   SOLE N/A 830 0 0
CHENIERE ENERGY INC COM NEW 16411R208 BBG000C3HV48 8,436,957 35,905 SH   SOLE N/A 35,905 0 0
CHORD ENERGY CORPORATION COM NEW 674215207 BBG00Y7BLJ44 223,781 2,252 SH   SOLE N/A 2,252 0 0
CITIGROUP INC COM NEW 172967424 BBG000FY4VG8 10,057,229 99,086 SH   SOLE N/A 99,086 0 0
CITIZENS FINL GROUP INC COM 174610105 BBG006Q0HYC1 578,966 10,891 SH   SOLE N/A 10,891 0 0
CLEAN HARBORS INC COM 184496107 BBG000BFRVR6 385,253 1,659 SH   SOLE N/A 1,659 0 0
CLEAR SECURE INC COM CL A 18467V109 BBG011C0FS86 1,984,675 59,457 SH   SOLE N/A 59,457 0 0
CLEARWATER ANALYTICS HLDGS I CL A 185123106 BBG012FFPZ72 528,653 29,337 SH   SOLE N/A 29,337 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101 BBG000BFRH97 1,386,249 113,627 SH   SOLE N/A 113,627 0 0
CLOUDFLARE INC CL A COM 18915M107 BBG00PZV4KF2 1,858,135 8,659 SH   SOLE N/A 8,659 0 0
CMS ENERGY CORP COM 125896100 BBG000BFVZB9 7,315,451 99,856 SH   SOLE N/A 99,856 0 0
CNH INDL N V SHS N20944109 BBG0059JSF94 494,706 45,595 SH   SOLE N/A 45,595 0 0
CNX RES CORP COM 12653C108 BBG000BFZWR5 226,928 7,065 SH   SOLE N/A 7,065 0 0
COCA COLA CO COM 191216100 BBG0019JZ8D6 10,231,452 154,274 SH   SOLE N/A 154,274 0 0
COEUR MNG INC COM NEW 192108504 BBG000BF8VT5 417,841 22,273 SH   SOLE N/A 22,273 0 0
COMCAST CORP NEW CL A 20030N101 BBG000BFS949 7,687,783 244,678 SH   SOLE N/A 244,678 0 0
COMMERCIAL METALS CO COM 201723103 BBG000BFSPW2 1,307,301 22,823 SH   SOLE N/A 22,823 0 0
COMPASS INC CL A 20464U100 BBG00ZSDNQM6 293,432 36,542 SH   SOLE N/A 36,542 0 0
CONFLUENT INC CLASS A COM 20717M103 BBG011B9MN81 650,767 32,867 SH   SOLE N/A 32,867 0 0
CONOCOPHILLIPS COM 20825C104 BBG000BQQJR0 4,490,471 47,473 SH   SOLE N/A 47,473 0 0
CONSOLIDATED EDISON INC COM 209115104 BBG000QTFGV1 10,533,691 104,792 SH   SOLE N/A 104,792 0 0
COPART INC COM 217204106 BBG000BMB210 1,977,376 43,971 SH   SOLE N/A 43,971 0 0
CORE NATURAL RESOURCES INC COM SHS 218937100 BBG00HC11503 281,578 3,373 SH   SOLE N/A 3,373 0 0
COREBRIDGE FINL INC COM 21871X109 BBG000BRMLK4 6,986,675 217,993 SH   SOLE N/A 217,993 0 0
CORTEVA INC COM 22052L104 BBG00MV4Q7P7 2,509,411 37,105 SH   SOLE N/A 37,105 0 0
COSTAR GROUP INC COM 22160N109 BBG000D7KY11 6,494,972 76,982 SH   SOLE N/A 76,982 0 0
COSTCO WHSL CORP NEW COM 22160K105 BBG000F6HLL1 5,799,998 6,266 SH   SOLE N/A 6,266 0 0
CRANE COMPANY COMMON STOCK 224408104 BBG01DC9X8G6 234,226 1,272 SH   SOLE N/A 1,272 0 0
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105 BBG014CB6KT0 2,930,110 20,123 SH   SOLE N/A 20,123 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 BBG00P4Y2WY5 4,758,157 9,703 SH   SOLE N/A 9,703 0 0
CULLEN FROST BANKERS INC COM 229899109 BBG000C2PN67 254,301 2,006 SH   SOLE N/A 2,006 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 BBG001R3MP47 2,510,447 5,196 SH   SOLE N/A 5,196 0 0
CYTOKINETICS INC COM NEW 23282W605 BBG000F0TJX3 333,332 6,065 SH   SOLE N/A 6,065 0 0
DANAHER CORPORATION COM 235851102 BBG000NV1PS8 3,083,538 15,553 SH   SOLE N/A 15,553 0 0
DATADOG INC CL A COM 23804L103 BBG00Q3HXSK1 1,229,054 8,631 SH   SOLE N/A 8,631 0 0
DECKERS OUTDOOR CORP COM 243537107 BBG00Q3HXSK1 7,529,561 74,278 SH   SOLE N/A 74,278 0 0
DEERE & CO COM 244199105 BBG000NV1PS8 1,644,764 3,597 SH   SOLE N/A 3,597 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 BBG000R7Z2D7 5,097,285 89,820 SH   SOLE N/A 89,820 0 0
DEVON ENERGY CORP NEW COM 25179M103 BBG011WFP5R9 9,103,820 259,664 SH   SOLE N/A 259,664 0 0
DIAMONDBACK ENERGY INC COM 25278X109 BBG002PHSZH4 4,290,854 29,985 SH   SOLE N/A 29,985 0 0
DIGITALOCEAN HLDGS INC COM 25402D102 BBG00ZGF6SX7 399,604 11,698 SH   SOLE N/A 11,698 0 0
DILLARDS INC CL A 254067101 BBG000BS4P78 301,095 490 SH   SOLE N/A 490 0 0
DOCUSIGN INC COM 256163106 BBG00KGGQ628 3,246,645 45,036 SH   SOLE N/A 45,036 0 0
DOLLAR GEN CORP NEW COM 256677105 BBG000NV1PS8 655,549 6,343 SH   SOLE N/A 6,343 0 0
DOMINOS PIZZA INC COM 25754A201 BBG000P46LN5 1,419,894 3,289 SH   SOLE N/A 3,289 0 0
DOVER CORP COM 260003108 BBG00ZGF6SX7 10,304,756 61,768 SH   SOLE N/A 61,768 0 0
DRAFTKINGS INC NEW COM CL A 26142V105 BBG0140DYV50 1,186,777 31,732 SH   SOLE N/A 31,732 0 0
DTE ENERGY CO COM 233331107 BBG000BB2CZ5 1,522,211 10,763 SH   SOLE N/A 10,763 0 0
DUOLINGO INC CL A COM 26603R106 BBG011WFP5R9 1,081,061 3,359 SH   SOLE N/A 3,359 0 0
DUTCH BROS INC CL A 26701L100 BBG01282ZHG8 3,311,656 63,272 SH   SOLE N/A 63,272 0 0
D-WAVE QUANTUM INC COM 26740W109 BBG0192YCGB1 1,185,907 47,993 SH   SOLE N/A 47,993 0 0
DYCOM INDS INC COM 267475101 BBG000C4SQ18 431,221 1,478 SH   SOLE N/A 1,478 0 0
DYNATRACE INC COM NEW 268150109 BBG00PNN7C86 969,533 20,011 SH   SOLE N/A 20,011 0 0
E L F BEAUTY INC COM 26856L103 BBG00DQ6VYV6 499,582 3,771 SH   SOLE N/A 3,771 0 0
EAST WEST BANCORP INC COM 27579R104 BBG000CR3D95 343,301 3,225 SH   SOLE N/A 3,225 0 0
EDISON INTL COM 281020107 BBG000BHPNZ3 217,748 3,939 SH   SOLE N/A 3,939 0 0
ELASTIC N V ORD SHS N14506104 BBG00J7CBVZ5 620,748 7,347 SH   SOLE N/A 7,347 0 0
ELEVANCE HEALTH INC FORMERLY COM 036752103 BBG000BCGBK6 2,264,425 7,008 SH   SOLE N/A 7,008 0 0
EMERSON ELEC CO COM 291011104 BBG000BHXD68 854,113 6,511 SH   SOLE N/A 6,511 0 0
ENCOMPASS HEALTH CORP COM 29261A100 BBG000BGBVK8 1,137,464 8,955 SH   SOLE N/A 8,955 0 0
ENPHASE ENERGY INC COM 29355A107 BBG001R3MP47 523,135 14,782 SH   SOLE N/A 14,782 0 0
EOG RES INC COM 26875P101 BBG000BZ9367 963,335 8,592 SH   SOLE N/A 8,592 0 0
EQUITABLE HLDGS INC COM 29452E101 BBG00J7CBVZ5 7,554,642 148,772 SH   SOLE N/A 148,772 0 0
ETSY INC COM 29786A106 BBG0087LWY44 2,478,604 37,334 SH   SOLE N/A 37,334 0 0
EVEREST GROUP LTD COM G3223R108 BBG000C1XXY7 515,889 1,473 SH   SOLE N/A 1,473 0 0
EVERGY INC COM 30034W106 BBG00HY73KG4 2,033,611 26,751 SH   SOLE N/A 26,751 0 0
EVERSOURCE ENERGY COM 30040W108 BBG000BHXD68 6,817,702 95,835 SH   SOLE N/A 95,835 0 0
EXELON CORP COM 30161N101 BBG00HY73KG4 2,163,271 48,062 SH   SOLE N/A 48,062 0 0
EXPEDITORS INTL WASH INC COM 302130109 BBG000BJ5J62 937,201 7,645 SH   SOLE N/A 7,645 0 0
F5 INC COM 315616102 BBG000CY05S9 603,073 1,866 SH   SOLE N/A 1,866 0 0
FABRINET SHS G3323L100 BBG000HBFT97 960,774 2,635 SH   SOLE N/A 2,635 0 0
FACTSET RESH SYS INC COM 303075105 BBG000BDJMS9 791,285 2,762 SH   SOLE N/A 2,762 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 BBG01NMT2H37 5,361,848 23,875 SH   SOLE N/A 23,875 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 BBG000BK2H93 4,070,674 61,733 SH   SOLE N/A 61,733 0 0
FIRST AMERN FINL CORP COM 31847R102 BBG000BJW438 232,742 3,623 SH   SOLE N/A 3,623 0 0
FIRST CTZNS BANCSHARES INC D CL A 31946M103 BBG000BJCP24 286,266 160 SH   SOLE N/A 160 0 0
FIRST HORIZON CORPORATION COM 320517105 BBG000GJ0XT6 2,530,918 111,938 SH   SOLE N/A 111,938 0 0
FISERV INC COM 337738108 BBG000BJKQW0 5,024,015 38,967 SH   SOLE N/A 38,967 0 0
FIVE BELOW INC COM 33829M101 BBG002WLHWX8 831,203 5,373 SH   SOLE N/A 5,373 0 0
FLOWSERVE CORP COM 34354P105 BBG000FFH7Y8 1,236,355 23,266 SH   SOLE N/A 23,266 0 0
FLUOR CORP NEW COM 343412102 BBG000BB1WB8 1,863,827 44,303 SH   SOLE N/A 44,303 0 0
FLUTTER ENTMT PLC SHS G3643J108 BBG000P2GRF4 618,998 2,437 SH   SOLE N/A 2,437 0 0
FORD MTR CO COM 345370860 BBG000BQPFG1 4,122,552 344,695 SH   SOLE N/A 344,695 0 0
FOX CORP CL A COM 35137L105 BBG00JHNJWT7 951,512 15,089 SH   SOLE N/A 15,089 0 0
FRANKLIN RESOURCES INC COM 354613101 BBG000BD0WB5 4,927,893 213,052 SH   SOLE N/A 213,052 0 0
FREEPORT-MCMORAN INC CL B 35671D857 BBG000V78W00 2,501,530 63,782 SH   SOLE N/A 63,782 0 0
GATES INDL CORP PLC ORD SHS G39108108 BBG00JM9V768 1,831,766 73,802 SH   SOLE N/A 73,802 0 0
GE VERNOVA INC COM 36828A101 BBG01LT2THM3 1,512,039 2,459 SH   SOLE N/A 2,459 0 0
GENERAC HLDGS INC COM 368736104 BBG000PQ4Z11 3,845,847 22,974 SH   SOLE N/A 22,974 0 0
GENERAL DYNAMICS CORP COM 369550108 BBG000BFLCG6 3,416,479 10,019 SH   SOLE N/A 10,019 0 0
GENERAL MTRS CO COM 37045V100 BBG000BKCHJ1 8,603,721 141,114 SH   SOLE N/A 141,114 0 0
GILEAD SCIENCES INC COM 375558103 BBG000CKHQT4 1,729,935 15,585 SH   SOLE N/A 15,585 0 0
GITLAB INC CLASS A COM 37637K108 BBG000BKLK68 2,497,477 55,401 SH   SOLE N/A 55,401 0 0
GLOBANT S A COM L44385109 BBG00564Y489 505,862 8,816 SH   SOLE N/A 8,816 0 0
GLOBE LIFE INC COM 37959E102 BBG000BVD9G7 803,205 5,618 SH   SOLE N/A 5,618 0 0
GODADDY INC CL A 380237107 BBG006MDLY41 1,658,927 12,124 SH   SOLE N/A 12,124 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 BBG000C6CH10 4,199,153 5,273 SH   SOLE N/A 5,273 0 0
GRACO INC COM 384109104 BBG000BK9XD6 794,121 9,347 SH   SOLE N/A 9,347 0 0
GRANITE CONSTR INC COM 387328107 BBG000DVB9X8 244,191 2,227 SH   SOLE N/A 2,227 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 BBG000BB0BD3 365,758 836 SH   SOLE N/A 836 0 0
GUARDANT HEALTH INC COM 40131M109 BBG00LXPDX04 655,290 10,488 SH   SOLE N/A 10,488 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 BBG000C6CH10 4,210,116 18,316 SH   SOLE N/A 18,316 0 0
HAEMONETICS CORP MASS COM 405024100 BBG000C7VJ86 243,554 4,997 SH   SOLE N/A 4,997 0 0
HALOZYME THERAPEUTICS INC COM 40637H109 BBG000CZB639 2,040,905 27,828 SH   SOLE N/A 27,828 0 0
HARTFORD INSURANCE GROUP INC COM 416515104 BBG000G0ZB62 2,044,335 15,326 SH   SOLE N/A 15,326 0 0
HASBRO INC COM 418056107 BBG00YDGX981 454,872 5,997 SH   SOLE N/A 5,997 0 0
HENRY SCHEIN INC COM 806407102 BBG000BNMVX7 781,772 11,779 SH   SOLE N/A 11,779 0 0
HERC HLDGS INC COM 42704L104 BBG01136Y6R9 235,770 2,021 SH   SOLE N/A 2,021 0 0
HERSHEY CO COM 427866108 BBG000BLHVZ5 8,234,689 44,024 SH   SOLE N/A 44,024 0 0
HESS MIDSTREAM LP CL A SHS 428103105 BBG00R02JCB6 356,314 10,313 SH   SOLE N/A 10,313 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 BBG0078W8097 6,230,725 253,694 SH   SOLE N/A 253,694 0 0
HF SINCLAIR CORP COM 403949100 BBG000BN85Z8 8,471,124 161,848 SH   SOLE N/A 161,848 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 BBG0058KMJP2 9,850,677 37,969 SH   SOLE N/A 37,969 0 0
HOME DEPOT INC COM 437076102 BBG000BKZDM1 4,070,134 10,045 SH   SOLE N/A 10,045 0 0
HONEYWELL INTL INC COM 438516106 BBG000H56NZ4 8,412,843 39,966 SH   SOLE N/A 39,966 0 0
HORMEL FOODS CORP COM 440452100 BBG000BLFBK7 794,302 32,106 SH   SOLE N/A 32,106 0 0
HP INC COM 40434L105 BBG000KHWXF5 1,907,162 70,039 SH   SOLE N/A 70,039 0 0
HUBSPOT INC COM 443573100 BBG0071GP394 1,590,988 3,401 SH   SOLE N/A 3,401 0 0
HUMANA INC COM 444859102 BBG000BLKM81 2,493,209 9,583 SH   SOLE N/A 9,583 0 0
HUNT J B TRANS SVCS INC COM 445658107 BBG00CVQZQG8 3,069,675 22,879 SH   SOLE N/A 22,879 0 0
HYATT HOTELS CORP COM CL A 448579102 BBG000CVRH82 611,009 4,305 SH   SOLE N/A 4,305 0 0
IDEX CORP COM 45167R104 BBG000C1FCF4 599,608 3,684 SH   SOLE N/A 3,684 0 0
INGREDION INC COM 457187102 BBG000BXQ1T2 1,012,536 8,292 SH   SOLE N/A 8,292 0 0
INSMED INC COM PAR $.01 457669307 BBG000BWMLH7 1,542,491 10,711 SH   SOLE N/A 10,711 0 0
INTEL CORP COM 458140100 BBG000C0GFS4 2,457,940 73,262 SH   SOLE N/A 73,262 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 BBG0071GP394 4,991,756 81,114 SH   SOLE N/A 81,114 0 0
INTUITIVE MACHINES INC CLASS A COM 46125A100 BBG013GMY9T8 349,001 33,175 SH   SOLE N/A 33,175 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 BBG000BJPPW7 7,548,795 16,879 SH   SOLE N/A 16,879 0 0
INVESCO LTD SHS G491BT108 BBG000BJPPW7 2,805,516 122,298 SH   SOLE N/A 122,298 0 0
IONQ INC COM 46222L108 BBG000C19T73 1,102,142 17,921 SH   SOLE N/A 17,921 0 0
ITT INC COM 45073V108 BBG00CVQZQG8 237,930 1,331 SH   SOLE N/A 1,331 0 0
JABIL INC COM 466313103 BBG000BJNJ80 676,050 3,113 SH   SOLE N/A 3,113 0 0
JACKSON FINANCIAL INC COM CL A 46817M107 BBG000C2L3M7 1,133,574 11,198 SH   SOLE N/A 11,198 0 0
JAMES HARDIE INDS PLC ORD SHS G4253H101 BBG000C1HP90 1,595,294 83,045 SH   SOLE N/A 83,045 0 0
JBT MAREL CORPORATION COM 477839104 BBG000VLBDN2 326,265 2,323 SH   SOLE N/A 2,323 0 0
JEFFERIES FINL GROUP INC COM 47233W109 BBG000BNHV54 283,988 4,341 SH   SOLE N/A 4,341 0 0
JOBY AVIATION INC COMMON STOCK G65163100 BBG00Y1DKJF5 1,798,851 111,453 SH   SOLE N/A 111,453 0 0
JOHNSON CTLS INTL PLC SHS G51502105 BBG012CPBT09 974,047 8,859 SH   SOLE N/A 8,859 0 0
KBR INC COM 48242W106 BBG000DMBZW1 2,196,904 46,456 SH   SOLE N/A 46,456 0 0
KEURIG DR PEPPER INC COM 49271V100 BBG000G8NDS0 6,109,058 239,477 SH   SOLE N/A 239,477 0 0
KINDER MORGAN INC DEL COM 49456B101 BBG0019JZ8D6 8,180,967 288,978 SH   SOLE N/A 288,978 0 0
KKR & CO INC COM 48251W104 BBG000BCQ895 4,074,972 31,358 SH   SOLE N/A 31,358 0 0
KNIFE RIVER CORP COMMON STOCK 498894104 BBG01GJYKHG1 268,507 3,493 SH   SOLE N/A 3,493 0 0
KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207 BBG000C1HZZ9 1,600,071 17,512 SH   SOLE N/A 17,512 0 0
LAMB WESTON HLDGS INC COM 513272104 BBG000C2DFZ5 453,256 7,804 SH   SOLE N/A 7,804 0 0
LANTHEUS HLDGS INC COM 516544103 BBG006Q52RM0 333,129 6,495 SH   SOLE N/A 6,495 0 0
LAS VEGAS SANDS CORP COM 517834107 BBG000JWDCN2 2,117,927 39,374 SH   SOLE N/A 39,374 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 BBG000C2DFZ5 953,453 13,004 SH   SOLE N/A 13,004 0 0
LAUDER ESTEE COS INC CL A 518439104 BBG000FKJVN4 1,126,526 12,784 SH   SOLE N/A 12,784 0 0
LIBERTY ENERGY INC COM CL A 53115L104 BBG00GK839L8 692,508 56,119 SH   SOLE N/A 56,119 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755 BBG01HLMBD26 463,758 4,440 SH   SOLE N/A 4,440 0 0
LINDE PLC SHS G54950103 BBG01FNDGNN8 7,031,425 14,803 SH   SOLE N/A 14,803 0 0
LKQ CORP COM 501889208 BBG000PXDRY8 438,402 14,355 SH   SOLE N/A 14,355 0 0
LOAR HOLDINGS INC COM SHS 53947R105 BBG01M86F5G3 321,840 4,023 SH   SOLE N/A 4,023 0 0
LOCKHEED MARTIN CORP COM 539830109 BBG000BLGHH7 8,227,979 16,482 SH   SOLE N/A 16,482 0 0
LOWES COS INC COM 548661107 BBG000BNDQS4 6,727,066 26,768 SH   SOLE N/A 26,768 0 0
LPL FINL HLDGS INC COM 50212V100 BBG000P2W8P7 771,175 2,318 SH   SOLE N/A 2,318 0 0
LUMENTUM HLDGS INC COM 55024U109 BBG0073F9SD2 643,518 3,955 SH   SOLE N/A 3,955 0 0
LYFT INC CL A COM 55087P104 BBG00MRH6CX5 668,730 30,383 SH   SOLE N/A 30,383 0 0
MACYS INC COM 55616P104 BBG000C46L95 2,223,177 123,992 SH   SOLE N/A 123,992 0 0
MAGNA INTL INC COM 559222401 BBG000BNLR30 573,630 12,107 SH   SOLE N/A 12,107 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 BBG000BB3F78 390,967 4,177 SH   SOLE N/A 4,177 0 0
MANHATTAN ASSOCIATES INC COM 562750109 BBG000BFVKN9 301,526 1,471 SH   SOLE N/A 1,471 0 0
MAPLEBEAR INC COM 565394103 BBG01J3J03J5 338,413 9,206 SH   SOLE N/A 9,206 0 0
MARATHON PETE CORP COM 56585A102 BBG001QSXK51 9,098,677 47,207 SH   SOLE N/A 47,207 0 0
MARKETAXESS HLDGS INC COM 57060D108 BBG000BJC7J6 1,379,886 7,919 SH   SOLE N/A 7,919 0 0
MASCO CORP COM 574599106 BBG000FQ8195 490,970 6,975 SH   SOLE N/A 6,975 0 0
MASTEC INC COM 576323109 BBG000BZCP64 351,775 1,653 SH   SOLE N/A 1,653 0 0
MASTERCARD INCORPORATED CL A 57636Q104 BBG000F20WW2 9,073,657 15,952 SH   SOLE N/A 15,952 0 0
MATCH GROUP INC NEW COM 57667L107 BBG00VT0KNX0 838,497 23,740 SH   SOLE N/A 23,740 0 0
MCCORMICK & CO INC COM NON VTG 579780206 BBG000G6Y8G6 1,481,722 22,145 SH   SOLE N/A 22,145 0 0
MCDONALDS CORP COM 580135101 BBG000BNT1L9 8,372,474 27,551 SH   SOLE N/A 27,551 0 0
MCKESSON CORP COM 58155Q103 BBG000DYGRD9 5,514,390 7,138 SH   SOLE N/A 7,138 0 0
MERCADOLIBRE INC COM 58733R102 BBG000GQQT02 502,442 215 SH   SOLE N/A 215 0 0
MERITAGE HOMES CORP COM 59001A102 BBG000BFXLX4 863,148 11,917 SH   SOLE N/A 11,917 0 0
META PLATFORMS INC CL A 30303M102 BBG000D4M6H0 8,797,872 11,980 SH   SOLE N/A 11,980 0 0
METLIFE INC COM 59156R108 BBG00HT4ZBM5 2,740,779 33,274 SH   SOLE N/A 33,274 0 0
MGIC INVT CORP WIS COM 552848103 BBG000CBMKY5 1,689,008 59,535 SH   SOLE N/A 59,535 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 BBG000BHD1P5 4,135,768 64,400 SH   SOLE N/A 64,400 0 0
MIDDLEBY CORP COM 596278101 BBG000DQNNX5 550,064 4,138 SH   SOLE N/A 4,138 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104 BBG019X46ZN5 1,957,597 138,640 SH   SOLE N/A 138,640 0 0
MODERNA INC COM 60770K107 BBG00MJW66X4 1,937,689 75,017 SH   SOLE N/A 75,017 0 0
MOELIS & CO CL A 60786M105 BBG0063JJ1M4 234,785 3,292 SH   SOLE N/A 3,292 0 0
MOLINA HEALTHCARE INC COM 60855R100 BBG000MBHPT5 671,865 3,511 SH   SOLE N/A 3,511 0 0
MONGODB INC CL A 60937P106 BBG00HT4ZBM5 2,596,950 8,367 SH   SOLE N/A 8,367 0 0
MOODYS CORP COM 615369105 BBG000F86JD3 1,523,783 3,198 SH   SOLE N/A 3,198 0 0
MOSAIC CO NEW COM 61945C103 BBG000BP5522 1,756,923 50,661 SH   SOLE N/A 50,661 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 BBG000BP9038 871,595 1,906 SH   SOLE N/A 1,906 0 0
MP MATERIALS CORP COM CL A 553368101 BBG000BLZT71 1,337,510 19,942 SH   SOLE N/A 19,942 0 0
MSC INDL DIRECT INC CL A 553530106 BBG000BCM158 203,814 2,212 SH   SOLE N/A 2,212 0 0
MUELLER WTR PRODS INC COM SER A 624758108 BBG000JBCDZ4 321,169 12,585 SH   SOLE N/A 12,585 0 0
MURPHY USA INC COM 626755102 BBG01076BZW2 537,352 1,384 SH   SOLE N/A 1,384 0 0
NASDAQ INC COM 631103108 BBG000BCMYM7 1,645,435 18,603 SH   SOLE N/A 18,603 0 0
NATERA INC COM 632307104 BBG000BGPXY4 670,762 4,167 SH   SOLE N/A 4,167 0 0
NETFLIX INC COM 64110L106 BBG000CLD9D1 2,717,952 2,267 SH   SOLE N/A 2,267 0 0
NEWMONT CORP COM 651639106 BBG000BPWYG4 4,589,921 54,441 SH   SOLE N/A 54,441 0 0
NEWS CORP NEW CL A 65249B109 BBG004PLVW57 1,444,107 47,024 SH   SOLE N/A 47,024 0 0
NISOURCE INC COM 65473P105 BBG000BPZDS4 1,682,465 38,856 SH   SOLE N/A 38,856 0 0
NOBLE CORP PLC ORD SHS A G65431127 BBG018QRJTQ1 2,362,822 83,551 SH   SOLE N/A 83,551 0 0
NORTHROP GRUMMAN CORP COM 666807102 BBG000BQ2F03 6,637,932 10,894 SH   SOLE N/A 10,894 0 0
NOV INC COM 62955J103 BBG000BJXC48 495,762 37,416 SH   SOLE N/A 37,416 0 0
NRG ENERGY INC COM NEW 629377508 BBG000C5HTN7 495,567 3,060 SH   SOLE N/A 3,060 0 0
NUTRIEN LTD COM 67077M108 BBG00JM9XLR2 6,104,196 103,972 SH   SOLE N/A 103,972 0 0
NVIDIA CORPORATION COM 67066G104 BBG000M44Y70 4,177,153 22,388 SH   SOLE N/A 22,388 0 0
NXP SEMICONDUCTORS N V COM N6596X109 BBG000BQ7GH8 3,962,957 17,402 SH   SOLE N/A 17,402 0 0
OCCIDENTAL PETE CORP COM 674599105 BBG000BQQ4P5 1,658,995 35,111 SH   SOLE N/A 35,111 0 0
OGE ENERGY CORP COM 670837103 BBG000BQGP79 1,949,586 42,135 SH   SOLE N/A 42,135 0 0
OKTA INC CL A 679295105 BBG000BQ5GM4 2,483,144 27,079 SH   SOLE N/A 27,079 0 0
OLD REP INTL CORP COM 680223104 BBG000C4PNM5 283,063 6,665 SH   SOLE N/A 6,665 0 0
OLLIES BARGAIN OUTLET HLDGS COM 681116109 BBG009DTD4K7 281,324 2,191 SH   SOLE N/A 2,191 0 0
OMNICOM GROUP INC COM 681919106 BBG000BS95R5 1,051,085 12,892 SH   SOLE N/A 12,892 0 0
ON HLDG AG NAMEN AKT A H5919C104 BBG00G6S3JL8 775,852 18,320 SH   SOLE N/A 18,320 0 0
ON SEMICONDUCTOR CORP COM 682189105 BBG000BBK0R0 634,620 12,870 SH   SOLE N/A 12,870 0 0
ONTO INNOVATION INC COM 683344105 BBG000BPRQ59 595,833 4,611 SH   SOLE N/A 4,611 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 BBG000BGZ8C2 10,204,001 94,648 SH   SOLE N/A 94,648 0 0
OSCAR HEALTH INC CL A 687793109 BBG00YMWFV32 506,548 26,759 SH   SOLE N/A 26,759 0 0
OSHKOSH CORP COM 688239201 BBG000CC67K5 3,595,284 27,720 SH   SOLE N/A 27,720 0 0
OVINTIV INC COM 69047Q102 BBG00R2NHQH3 2,368,691 58,660 SH   SOLE N/A 58,660 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 BBG00JM7QBV1 1,099,110 109,911 SH   SOLE N/A 109,911 0 0
PALO ALTO NETWORKS INC COM 697435105 BBG002VZ5CL8 3,760,047 18,466 SH   SOLE N/A 18,466 0 0
PAN AMERN SILVER CORP COM 697900108 BBG000C0RJP7 2,771,441 71,558 SH   SOLE N/A 71,558 0 0
PAYCOM SOFTWARE INC COM 70432V102 BBG0064N1072 302,427 1,453 SH   SOLE N/A 1,453 0 0
PAYLOCITY HLDG CORP COM 70438V106 BBG0065997T5 453,601 2,848 SH   SOLE N/A 2,848 0 0
PBF ENERGY INC CL A 69318G106 BBG000C0RJP7 725,166 24,036 SH   SOLE N/A 24,036 0 0
PENN ENTERTAINMENT INC COM 707569109 BBG000CF0Z04 249,032 12,930 SH   SOLE N/A 12,930 0 0
PEPSICO INC COM 713448108 BBG000DH7TN1 6,101,556 43,446 SH   SOLE N/A 43,446 0 0
PFIZER INC COM 717081103 BBG000BR2F10 9,416,159 369,551 SH   SOLE N/A 369,551 0 0
PG&E CORP COM 69331C108 BBG00JM7QBV1 2,040,414 135,306 SH   SOLE N/A 135,306 0 0
PHILIP MORRIS INTL INC COM 718172109 BBG000J2XPB0 1,392,325 8,584 SH   SOLE N/A 8,584 0 0
PHILLIPS 66 COM 718546104 BBG002VX6CQ7 305,501 2,246 SH   SOLE N/A 2,246 0 0
PINNACLE WEST CAP CORP COM 723484101 BBG00S2L26Z5 883,689 9,856 SH   SOLE N/A 9,856 0 0
PINTEREST INC CL A 72352L106 BBG00NPWLPW7 459,034 14,269 SH   SOLE N/A 14,269 0 0
PLANET FITNESS INC CL A 72703H101 BBG009H04M71 538,099 5,184 SH   SOLE N/A 5,184 0 0
POOL CORP COM 73278L105 BBG000BCVRT5 764,633 2,466 SH   SOLE N/A 2,466 0 0
PORTLAND GEN ELEC CO COM NEW 736508847 BBG000BCRRB9 1,813,108 41,207 SH   SOLE N/A 41,207 0 0
PPL CORP COM 69351T106 BBG000BRJP74 1,642,175 44,192 SH   SOLE N/A 44,192 0 0
PROCORE TECHNOLOGIES INC COM 74275K108 BBG002VZ5CL8 2,985,709 40,945 SH   SOLE N/A 40,945 0 0
PROCTER AND GAMBLE CO COM 742718109 BBG009H04M71 7,585,547 49,369 SH   SOLE N/A 49,369 0 0
PROGRESSIVE CORP COM 743315103 BBG000BR39M0 7,837,699 31,738 SH   SOLE N/A 31,738 0 0
PRUDENTIAL FINL INC COM 744320102 BBG000BCVRT5 205,094 1,977 SH   SOLE N/A 1,977 0 0
PTC INC COM 69370C100 BBG000C2VMR9 1,180,155 5,813 SH   SOLE N/A 5,813 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106 BBG000BQZP41 6,898,386 82,655 SH   SOLE N/A 82,655 0 0
PURE STORAGE INC CL A 74624M102 BBG009S77DZ0 1,362,332 16,255 SH   SOLE N/A 16,255 0 0
QIAGEN NV COM SHS N72482206 BBG000GTZ0C6 3,355,825 75,108 SH   SOLE N/A 75,108 0 0
QUALCOMM INC COM 747525103 BBG00Y92R9W7 569,118 3,421 SH   SOLE N/A 3,421 0 0
QUANTUM COMPUTING INC COM 74766W108 BBG000PP42C4 256,451 13,930 SH   SOLE N/A 13,930 0 0
QXO INC COM NEW 82846H405 BBG000BV57G0 437,694 22,964 SH   SOLE N/A 22,964 0 0
RADIAN GROUP INC COM 750236101 BBG000BMWXG3 2,235,788 61,728 SH   SOLE N/A 61,728 0 0
RB GLOBAL INC COM 74935Q107 BBG000C1DH01 551,769 5,092 SH   SOLE N/A 5,092 0 0
REGAL REXNORD CORPORATION COM 758750103 BBG000BRXWM6 553,965 3,862 SH   SOLE N/A 3,862 0 0
REGENERON PHARMACEUTICALS COM 75886F107 BBG002VX6CQ7 629,180 1,119 SH   SOLE N/A 1,119 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100 BBG000Q1KHQ0 4,332,064 164,280 SH   SOLE N/A 164,280 0 0
RELIANCE INC COM 759509102 BBG000BFW132 452,136 1,610 SH   SOLE N/A 1,610 0 0
REPLIGEN CORP COM 759916109 BBG000BS4JZ1 459,424 3,437 SH   SOLE N/A 3,437 0 0
RH COM 74967X103 BBG002293PN9 401,241 1,975 SH   SOLE N/A 1,975 0 0
RINGCENTRAL INC CL A 76680R206 BBG000BS4JZ1 1,325,320 46,765 SH   SOLE N/A 46,765 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103 BBG0133C7H25 2,338,113 159,272 SH   SOLE N/A 159,272 0 0
ROBERT HALF INC. COM 770323103 BBG000C1DH01 3,807,119 112,040 SH   SOLE N/A 112,040 0 0
ROBINHOOD MKTS INC COM CL A 770700102 BBG011P3C311 1,708,424 11,932 SH   SOLE N/A 11,932 0 0
ROCKET LAB CORP COM 773121108 BBG01V7JN3S9 1,649,254 34,424 SH   SOLE N/A 34,424 0 0
ROSS STORES INC COM 778296103 BBG007PMX0W6 2,451,193 16,085 SH   SOLE N/A 16,085 0 0
S&P GLOBAL INC COM 78409V104 BBG000BSXT78 11,411,889 23,447 SH   SOLE N/A 23,447 0 0
SAIA INC COM 78709Y105 BBG000P5N228 828,030 2,766 SH   SOLE N/A 2,766 0 0
SALESFORCE INC COM 79466L302 BBG000BN2GH0 4,916,802 20,746 SH   SOLE N/A 20,746 0 0
SAMSARA INC COM CL A 79589L106 BBG012CPBT09 942,947 25,314 SH   SOLE N/A 25,314 0 0
SANDISK CORP COM 80004C200 BBG01S1DBBT9 2,609,660 23,259 SH   SOLE N/A 23,259 0 0
SCHLUMBERGER LTD COM STK 806857108 BBG000BT4384 4,835,687 140,695 SH   SOLE N/A 140,695 0 0
SCORPIO TANKERS INC SHS Y7542C130 BBG000Q1TYC9 841,927 15,021 SH   SOLE N/A 15,021 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 BBG0113JHNN7 2,215,187 9,384 SH   SOLE N/A 9,384 0 0
SENTINELONE INC CL A 81730H109 BBG011BB43Y1 1,365,532 77,543 SH   SOLE N/A 77,543 0 0
SEZZLE INC COM 78435P105 BBG01J1R8CZ3 284,797 3,581 SH   SOLE N/A 3,581 0 0
SHAKE SHACK INC CL A 819047101 BBG007TG0ZM5 297,025 3,173 SH   SOLE N/A 3,173 0 0
SHERWIN WILLIAMS CO COM 824348106 BBG000BSXT78 391,274 1,130 SH   SOLE N/A 1,130 0 0
SIGNET JEWELERS LIMITED SHS G81276100 BBG000BW8TX8 300,326 3,131 SH   SOLE N/A 3,131 0 0
SIRIUSXM HOLDINGS INC COMMON STOCK 829933100 BBG01KJRBXQ1 580,851 24,956 SH   SOLE N/A 24,956 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 BBG000BT4384 1,158,395 15,048 SH   SOLE N/A 15,048 0 0
SM ENERGY CO COM 78454L100 BBG000BFV311 2,802,508 112,235 SH   SOLE N/A 112,235 0 0
SMITH A O CORP COM 831865209 BBG000BC1MP3 985,382 13,423 SH   SOLE N/A 13,423 0 0
SNAP INC CL A 83304A106 BBG00FXWRBF9 2,080,143 269,798 SH   SOLE N/A 269,798 0 0
SNOWFLAKE INC COM SHS 833445109 BBG00WXXS1W2 769,351 3,411 SH   SOLE N/A 3,411 0 0
SOFI TECHNOLOGIES INC COM 83406F102 BBG00K4MD5L3 2,331,882 88,262 SH   SOLE N/A 88,262 0 0
SOLVENTUM CORP COM SHS 83444M101 BBG01LWZSVQ2 2,226,573 30,501 SH   SOLE N/A 30,501 0 0
SOMNIGROUP INTERNATIONAL INC COM 88023U101 BBG000PXGX45 4,216,669 50,002 SH   SOLE N/A 50,002 0 0
SOUNDHOUND AI INC CLASS A COM 836100107 BBG017304NL1 1,503,657 93,511 SH   SOLE N/A 93,511 0 0
SOUTHERN COPPER CORP COM 84265V105 BBG000BSHKK0 949,763 7,826 SH   SOLE N/A 7,826 0 0
SPROUTS FMRS MKT INC COM 85208M102 BBG004K1BZ88 4,101,651 37,699 SH   SOLE N/A 37,699 0 0
SPX TECHNOLOGIES INC COM 78473E103 BBG000BTGFC9 247,670 1,326 SH   SOLE N/A 1,326 0 0
STATE STR CORP COM 857477103 BBG000BKFCH1 1,150,587 9,918 SH   SOLE N/A 9,918 0 0
STERLING INFRASTRUCTURE INC COM 859241101 BBG000JD7618 427,997 1,260 SH   SOLE N/A 1,260 0 0
STRIDE INC COM 86333M108 BBG000QSXRZ5 437,884 2,940 SH   SOLE N/A 2,940 0 0
STRYKER CORPORATION COM 863667101 BBG000DN7RP0 977,038 2,643 SH   SOLE N/A 2,643 0 0
SUMMIT THERAPEUTICS INC COM 86627T108 BBG00X3GR1T5 357,377 17,298 SH   SOLE N/A 17,298 0 0
SWEETGREEN INC COM CL A 87043Q108 BBG0135W9QQ1 149,936 18,789 SH   SOLE N/A 18,789 0 0
SYNCHRONY FINANCIAL COM 87165B103 BBG00658F3W5 3,099,627 43,626 SH   SOLE N/A 43,626 0 0
SYNOVUS FINL CORP COM NEW 87161C501 BBG000BLP217 631,807 12,873 SH   SOLE N/A 12,873 0 0
TAYLOR MORRISON HOME CORP COM 87724P106 BBG003PGJHT1 1,659,425 25,139 SH   SOLE N/A 25,139 0 0
TE CONNECTIVITY PLC ORD SHS G87052109 BBG000DN7RP0 2,667,948 12,153 SH   SOLE N/A 12,153 0 0
TELADOC HEALTH INC COM 87918A105 BBG000CL9LT2 1,497,371 193,709 SH   SOLE N/A 193,709 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 BBG000CPJ107 2,386,532 11,754 SH   SOLE N/A 11,754 0 0
TETRA TECH INC NEW COM 88162G103 BBG000BYZCW2 1,189,196 35,626 SH   SOLE N/A 35,626 0 0
TEXAS INSTRS INC COM 882508104 BBG000BVVPD4 8,204,830 44,657 SH   SOLE N/A 44,657 0 0
TEXTRON INC COM 883203101 BBG000BVVSX6 2,036,209 24,100 SH   SOLE N/A 24,100 0 0
TG THERAPEUTICS INC COM 88322Q108 BBG000FTLFR3 1,648,167 45,624 SH   SOLE N/A 45,624 0 0
THE CIGNA GROUP COM 125523100 BBG00KXXK940 3,065,539 10,635 SH   SOLE N/A 10,635 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG000BKFCH1 9,565,564 19,722 SH   SOLE N/A 19,722 0 0
THOMSON REUTERS CORP COM 884903808 BBG000BBSMK1 5,569,047 35,853 SH   SOLE N/A 35,853 0 0
TKO GROUP HOLDINGS INC CL A 87256C101 BBG01G9VGHR1 837,124 4,145 SH   SOLE N/A 4,145 0 0
TRACTOR SUPPLY CO COM 892356106 BBG000BLY8F9 4,692,855 82,519 SH   SOLE N/A 82,519 0 0
TRADEWEB MKTS INC CL A 892672106 BBG00NK8H9C8 8,431,151 75,970 SH   SOLE N/A 75,970 0 0
TRANSMEDICS GROUP INC COM 89377M109 BBG00NZ6J6G6 519,262 4,628 SH   SOLE N/A 4,628 0 0
TREX CO INC COM 89531P105 BBG000BTGM43 3,348,009 64,796 SH   SOLE N/A 64,796 0 0
TRIMBLE INC COM 896239100 BBG000BNQ4W4 941,016 11,525 SH   SOLE N/A 11,525 0 0
TWILIO INC CL A 90138F102 BBG00D0HCDS1 4,490,037 44,860 SH   SOLE N/A 44,860 0 0
TYLER TECHNOLOGIES INC COM 902252105 BBG000BVX1N4 808,282 1,545 SH   SOLE N/A 1,545 0 0
TYSON FOODS INC CL A 902494103 BBG01BHHGJQ1 1,895,504 34,908 SH   SOLE N/A 34,908 0 0
UBER TECHNOLOGIES INC COM 90353T100 BBG00NW4HS14 2,150,442 21,950 SH   SOLE N/A 21,950 0 0
UIPATH INC CL A 90364P105 BBG00ZTZJS92 491,260 36,716 SH   SOLE N/A 36,716 0 0
UNDER ARMOUR INC CL A 904311107 BBG000BXM875 337,983 67,732 SH   SOLE N/A 67,732 0 0
UNITED AIRLS HLDGS INC COM 910047109 BBG000M684B2 3,061,752 31,728 SH   SOLE N/A 31,728 0 0
UNITED PARCEL SERVICE INC CL B 911312106 BBG000BBSCY8 5,135,508 61,481 SH   SOLE N/A 61,481 0 0
UNITED RENTALS INC COM 911363109 BBG000BXMGQ6 870,650 912 SH   SOLE N/A 912 0 0
UNITY SOFTWARE INC COM 91332U101 BBG00WXXCYD8 2,243,802 56,039 SH   SOLE N/A 56,039 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 BBG000CB9T62 344,686 1,686 SH   SOLE N/A 1,686 0 0
UNUM GROUP COM 91529Y106 BBG000BW2T82 2,400,057 30,857 SH   SOLE N/A 30,857 0 0
US BANCORP DEL COM NEW 902973304 BBG00BRBPMV1 9,632,459 199,306 SH   SOLE N/A 199,306 0 0
US FOODS HLDG CORP COM 912008109 BBG00C6H6D95 1,023,030 13,352 SH   SOLE N/A 13,352 0 0
VAIL RESORTS INC COM 91879Q109 BBG00VT0KNX0 440,334 2,944 SH   SOLE N/A 2,944 0 0
VALERO ENERGY CORP COM 91913Y100 BBG000BBGKP3 2,883,864 16,938 SH   SOLE N/A 16,938 0 0
VARONIS SYS INC COM 922280102 BBG001YF9SP8 2,021,277 35,171 SH   SOLE N/A 35,171 0 0
VAXCYTE INC COM 92243G108 BBG00V1L5Y94 228,583 6,346 SH   SOLE N/A 6,346 0 0
VENTURE GLOBAL INC COM CL A 92333F101 BBG01RGY23P1 432,653 30,490 SH   SOLE N/A 30,490 0 0
VERALTO CORP COM SHS 92338C103 BBG01J3HMZ77 643,072 6,032 SH   SOLE N/A 6,032 0 0
VERISIGN INC COM 92343E102 BBG000BGKTY8 544,882 1,949 SH   SOLE N/A 1,949 0 0
VERISK ANALYTICS INC COM 92345Y106 BBG000BCZX09 6,764,864 26,897 SH   SOLE N/A 26,897 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 BBG000C1SD31 277,673 709 SH   SOLE N/A 709 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 BBG00L2B8L01 7,618,430 50,500 SH   SOLE N/A 50,500 0 0
VIKING THERAPEUTICS INC COM 92686J106 BBG00D6TMHS9 1,869,875 71,152 SH   SOLE N/A 71,152 0 0
VOYA FINANCIAL INC COM 929089100 BBG000L9CXY3 387,314 5,178 SH   SOLE N/A 5,178 0 0
WALMART INC COM 931142103 BBG003MCYRP8 8,326,733 80,795 SH   SOLE N/A 80,795 0 0
WEBULL CORP ORD SHS G9572D103 BBG01TF93QJ8 414,297 28,012 SH   SOLE N/A 28,012 0 0
WEC ENERGY GROUP INC COM 92939U106 BBG000BWP918 1,683,212 14,689 SH   SOLE N/A 14,689 0 0
WELLS FARGO CO NEW COM 949746101 BBG000BWQHB8 4,934,735 58,873 SH   SOLE N/A 58,873 0 0
WESCO INTL INC COM 95082P105 BBG000D0FQ55 553,284 2,616 SH   SOLE N/A 2,616 0 0
WESTERN ALLIANCE BANCORP COM 957638109 BBG000Q1KHQ0 379,400 4,375 SH   SOLE N/A 4,375 0 0
WESTERN DIGITAL CORP COM 958102105 BBG000BWNQ67 12,210,462 101,703 SH   SOLE N/A 101,703 0 0
WESTERN UN CO COM 959802109 BBG000HS79Q4 358,128 44,822 SH   SOLE N/A 44,822 0 0
WEX INC COM 96208T104 BBG000BVZRD6 281,506 1,787 SH   SOLE N/A 1,787 0 0
WILLIAMS COS INC COM 969457100 BBG000BWVH31 722,317 11,402 SH   SOLE N/A 11,402 0 0
WILLIAMS SONOMA INC COM 969904101 BBG000FSMZ72 403,409 2,064 SH   SOLE N/A 2,064 0 0
WILLSCOT HLDGS CORP COM CL A 971378104 BBG00L2B8L01 750,017 35,529 SH   SOLE N/A 35,529 0 0
WINGSTOP INC COM 974155103 BBG008N299H5 762,087 3,028 SH   SOLE N/A 3,028 0 0
WIX COM LTD SHS M98068105 BBG005CM7JW2 680,323 3,830 SH   SOLE N/A 3,830 0 0
WOODWARD INC COM 980745103 BBG000BD5D31 339,390 1,343 SH   SOLE N/A 1,343 0 0
WORKIVA INC COM CL A 98139A105 BBG007GNF447 268,053 3,114 SH   SOLE N/A 3,114 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 BBG009BP2W18 3,267,511 40,895 SH   SOLE N/A 40,895 0 0
WYNN RESORTS LTD COM 983134107 BBG000LD9X14 491,787 3,834 SH   SOLE N/A 3,834 0 0
XP INC CL A G98239109 BBG000BWLX00 713,287 37,961 SH   SOLE N/A 37,961 0 0
YUM BRANDS INC COM 988498101 BBG000BRMLK4 659,376 4,338 SH   SOLE N/A 4,338 0 0
YUM CHINA HLDGS INC COM 98850P109 BBG00B8N0HM4 2,883,151 67,175 SH   SOLE N/A 67,175 0 0
ZOETIS INC CL A 98978V103 BBG000BX5KG7 3,660,780 25,019 SH   SOLE N/A 25,019 0 0
ZOOM COMMUNICATIONS INC CL A 98980L101 BBG00NTY6FH5 934,478 11,327 SH   SOLE N/A 11,327 0 0
ZSCALER INC COM 98980G102 BBG00K4MD5L3 2,299,591 7,674 SH   SOLE N/A 7,674 0 0