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 816,350 5,099 SH   SOLE N/A 5,099 0 0
ACADEMY SPORTS & OUTDOORS IN COM 00402L107 BBG00X7L1CL2 528,777 10,584 SH   SOLE N/A 10,584 0 0
ACUITY INC COM 00508Y102 BBG000BJ5KS5 209,183 581 SH   SOLE N/A 581 0 0
ADOBE INC COM 00724F101 BBG000BB5BP5 11,982,257 34,236 SH   SOLE N/A 34,236 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 BBG0068SP4V6 320,219 2,211 SH   SOLE N/A 2,211 0 0
AECOM COM 00766T100 BBG000F61TD0 4,453,055 46,712 SH   SOLE N/A 46,712 0 0
AERCAP HOLDINGS NV SHS N00985106 BBG000Q9G1G4 8,455,532 58,817 SH   SOLE N/A 58,817 0 0
AEROVIRONMENT INC COM 008073108 BBG000GX2MC5 1,136,157 4,697 SH   SOLE N/A 4,697 0 0
AES CORP COM 00130H105 BBG000C23NG0 2,163,461 150,869 SH   SOLE N/A 150,869 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 BBG000C2V541 11,560,236 84,958 SH   SOLE N/A 84,958 0 0
AGNICO EAGLE MINES LTD COM 008474108 BBG000DLVGV4 4,273,004 25,205 SH   SOLE N/A 25,205 0 0
ALASKA AIR GROUP INC COM 011659109 BBG000BBL222 801,430 15,933 SH   SOLE N/A 15,933 0 0
ALBEMARLE CORP COM 012653101 BBG000BJ27W2 861,794 6,093 SH   SOLE N/A 6,093 0 0
ALBERTSONS COS INC COMMON STOCK 013091103 BBG009KG17B3 2,625,808 152,930 SH   SOLE N/A 152,930 0 0
ALCOA CORP COM 013872106 BBG00B3T3HK5 4,360,031 82,048 SH   SOLE N/A 82,048 0 0
ALCON AG ORD SHS H01301128 BBG00NPWH878 2,909,744 36,921 SH   SOLE N/A 36,921 0 0
ALLIANT ENERGY CORP COM 018802108 BBG000DW73F4 3,487,267 53,642 SH   SOLE N/A 53,642 0 0
ALLSTATE CORP COM 020002101 BBG000BVMJ93 5,678,540 27,281 SH   SOLE N/A 27,281 0 0
ALLY FINL INC COM 02005N100 BBG001LYYYZ9 7,234,806 159,744 SH   SOLE N/A 159,744 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG002V87SJ4 10,281,424 32,848 SH   SOLE N/A 32,848 0 0
ALTRIA GROUP INC COM 02209S103 BBG000BP6MW1 2,774,945 48,126 SH   SOLE N/A 48,126 0 0
AMCOR PLC ORD G0250X107 BBG00LNJRTX7 946,682 113,511 SH   SOLE N/A 113,511 0 0
AMENTUM HOLDINGS INC COM 023939101 BBG01PR6J642 583,944 20,136 SH   SOLE N/A 20,136 0 0
AMER SPORTS INC COM SHS G0260P102 BBG01KWR26V9 4,941,143 132,293 SH   SOLE N/A 132,293 0 0
AMEREN CORP COM 023608102 BBG000B9XB97 1,633,210 16,355 SH   SOLE N/A 16,355 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 BBG005P7Q8V5 1,162,673 75,843 SH   SOLE N/A 75,843 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 BBG000BGY0Z5 455,278 17,265 SH   SOLE N/A 17,265 0 0
AMERICAN EXPRESS CO COM 025816109 BBG000BCR153 8,505,521 22,991 SH   SOLE N/A 22,991 0 0
AMERIPRISE FINL INC COM 03076C106 BBG000G3QP92 1,341,080 2,735 SH   SOLE N/A 2,735 0 0
ANTERO MIDSTREAM CORP COM 03676B102 BBG00GBNZ4R5 870,162 48,913 SH   SOLE N/A 48,913 0 0
APPLE INC COM 037833100 BBG000B9Y5X2 3,059,240 11,253 SH   SOLE N/A 11,253 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105 BBG000BBHK72 340,477 1,326 SH   SOLE N/A 1,326 0 0
APPLIED MATLS INC COM 038222105 BBG000BBPST2 3,325,193 12,939 SH   SOLE N/A 12,939 0 0
ARCH CAP GROUP LTD ORD G0450A105 BBG000HXQ125 12,052,156 125,648 SH   SOLE N/A 125,648 0 0
ARISTA NETWORKS INC COM SHS 040413205 BBG0068J0HN3 3,028,103 23,110 SH   SOLE N/A 23,110 0 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102 BBG000DW4N45 283,019 1,481 SH   SOLE N/A 1,481 0 0
ARROW ELECTRS INC COM 042735100 BBG000BCD5L1 290,985 2,641 SH   SOLE N/A 2,641 0 0
ASANA INC CL A 04342Y104 BBG00X2857T5 373,995 27,279 SH   SOLE N/A 27,279 0 0
AT&T INC COM 00206R102 BBG000BSJLV4 10,566,613 425,387 SH   SOLE N/A 425,387 0 0
ATI INC COM 01741R102 BBG000LC2KK0 928,064 8,087 SH   SOLE N/A 8,087 0 0
AUTODESK INC COM 052769106 BBG000BM7TD3 744,169 2,514 SH   SOLE N/A 2,514 0 0
AUTOZONE INC COM 053332102 BBG000C7MR60 600,296 177 SH   SOLE N/A 177 0 0
AVANTOR INC COM 05352A100 BBG00N9SDKZ1 1,324,237 115,553 SH   SOLE N/A 115,553 0 0
AXALTA COATING SYS LTD COM G0750C108 BBG0070QYRW4 417,510 12,922 SH   SOLE N/A 12,922 0 0
AXIS CAP HLDGS LTD SHS G0692U109 BBG000FLFB23 4,034,294 37,672 SH   SOLE N/A 37,672 0 0
BADGER METER INC COM 056525108 BBG000BDGLJ4 245,744 1,409 SH   SOLE N/A 1,409 0 0
BAKER HUGHES COMPANY CL A 05722G100 BBG00GCRFYW5 284,762 6,253 SH   SOLE N/A 6,253 0 0
BANK AMERICA CORP COM 060505104 BBG000BCTN44 11,164,010 202,982 SH   SOLE N/A 202,982 0 0
BANK NEW YORK MELLON CORP COM 064058100 BBG000BD8QV8 8,082,650 69,624 SH   SOLE N/A 69,624 0 0
BARRICK MNG CORP COM SHS 06849F108 BBG000BB0BD3 3,489,008 80,115 SH   SOLE N/A 80,115 0 0
BAXTER INTL INC COM 071813109 BBG000BCVLK7 917,720 48,023 SH   SOLE N/A 48,023 0 0
BELLRING BRANDS INC COMMON STOCK 07831C103 BBG009NRSYZ2 1,087,884 40,699 SH   SOLE N/A 40,699 0 0
BEST BUY INC COM 086516101 BBG000BCWFH3 4,995,388 74,636 SH   SOLE N/A 74,636 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 BBG000CZX7N1 3,392,740 57,088 SH   SOLE N/A 57,088 0 0
BLACKROCK INC COM 09290D101 BBG01PT1FFJ9 8,134,584 7,600 SH   SOLE N/A 7,600 0 0
BLOCK H & R INC COM 093671105 BBG000BLDXM9 2,287,950 52,500 SH   SOLE N/A 52,500 0 0
BLOOM ENERGY CORP COM CL A 093712107 BBG00L4SB0Y7 2,222,038 25,573 SH   SOLE N/A 25,573 0 0
BOEING CO COM 097023105 BBG000BCSV38 669,164 3,082 SH   SOLE N/A 3,082 0 0
BOOKING HOLDINGS INC COM 09857L108 BBG000BLC4L5 5,671,295 1,059 SH   SOLE N/A 1,059 0 0
BORGWARNER INC COM 099724106 BBG00GBV88X1 4,099,108 90,970 SH   SOLE N/A 90,970 0 0
BOSTON SCIENTIFIC CORP COM 101137107 BBG000C0LY07 12,201,558 127,966 SH   SOLE N/A 127,966 0 0
BOX INC CL A 10316T104 BBG0067SDZN0 2,310,338 77,243 SH   SOLE N/A 77,243 0 0
BOYD GAMING CORP COM 103304101 BBG000D86H49 1,897,442 22,260 SH   SOLE N/A 22,260 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 BBG003LFWP41 342,732 3,380 SH   SOLE N/A 3,380 0 0
BRINKER INTL INC COM 109641100 BBG000BK2BB3 1,974,979 13,761 SH   SOLE N/A 13,761 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 BBG000DQLWT2 1,538,746 28,527 SH   SOLE N/A 28,527 0 0
BROADCOM INC COM 11135F101 BBG00KHY5SQ7 1,604,174 4,635 SH   SOLE N/A 4,635 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 BBG000BKD5G9 3,154,916 30,663 SH   SOLE N/A 30,663 0 0
BURLINGTON STORES INC COM 122017106 BBG004S641T9 380,127 1,316 SH   SOLE N/A 1,316 0 0
BWX TECHNOLOGIES INC COM 05605H100 BBG000D86H49 1,626,597 9,411 SH   SOLE N/A 9,411 0 0
CACI INTL INC CL A 127190304 BBG000KQYD03 666,012 1,250 SH   SOLE N/A 1,250 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 BBG000C13KQ7 5,355,433 17,133 SH   SOLE N/A 17,133 0 0
CAPITAL ONE FINL CORP COM 14040H105 BBG000BGKVR1 2,198,932 9,073 SH   SOLE N/A 9,073 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 BBG0029SNRB7 1,398,681 57,323 SH   SOLE N/A 57,323 0 0
CARDINAL HEALTH INC COM 14149Y108 BBG000D89CS1 2,491,071 12,122 SH   SOLE N/A 12,122 0 0
CARLISLE COS INC COM 142339100 BBG000BGGG80 680,342 2,127 SH   SOLE N/A 2,127 0 0
CARMAX INC COM 143130102 BBG000BLN1T1 3,121,107 80,774 SH   SOLE N/A 80,774 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 BBG000D89CS1 2,157,827 40,837 SH   SOLE N/A 40,837 0 0
CASEYS GEN STORES INC COM 147528103 BBG000BF0GY0 751,686 1,360 SH   SOLE N/A 1,360 0 0
CATERPILLAR INC COM 149123101 BBG000BF0LJ6 2,077,227 3,626 SH   SOLE N/A 3,626 0 0
CBOE GLOBAL MKTS INC COM 12503M108 BBG000QH5F31 754,004 3,004 SH   SOLE N/A 3,004 0 0
CBRE GROUP INC CL A 12504L109 BBG000C043Q6 1,921,601 11,951 SH   SOLE N/A 11,951 0 0
CDW CORP COM 12514G108 BBG004CH8XX3 6,114,971 44,897 SH   SOLE N/A 44,897 0 0
CELANESE CORP DEL COM 150870103 BBG000JYPCR1 1,660,124 39,265 SH   SOLE N/A 39,265 0 0
CENTENE CORP DEL COM 15135B101 BBG000BDXFR9 7,600,405 184,700 SH   SOLE N/A 184,700 0 0
CF INDS HLDGS INC COM 125269100 BBG000NY3G19 9,353,344 120,938 SH   SOLE N/A 120,938 0 0
CHARLES RIV LABS INTL INC COM 159864107 BBG000BG5DL4 667,460 3,346 SH   SOLE N/A 3,346 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 BBG000K85L07 639,811 3,448 SH   SOLE N/A 3,448 0 0
CHEMED CORP NEW COM 16359R103 BBG000C19T73 206,656 483 SH   SOLE N/A 483 0 0
CHENIERE ENERGY INC COM NEW 16411R208 BBG000C3HV48 13,081,669 67,296 SH   SOLE N/A 67,296 0 0
CHEVRON CORP NEW COM 166764100 BBG000K4NHJ5 9,561,442 62,735 SH   SOLE N/A 62,735 0 0
CINTAS CORP COM 172908105 BBG000BLYJ29 1,508,886 8,023 SH   SOLE N/A 8,023 0 0
CIPHER MINING INC COM 17253J106 BBG00YFDNCK6 1,140,417 77,264 SH   SOLE N/A 77,264 0 0
CLEAR SECURE INC COM CL A 18467V109 BBG011C0FS86 928,041 26,455 SH   SOLE N/A 26,455 0 0
CMS ENERGY CORP COM 125896100 BBG000BFVZB9 267,692 3,828 SH   SOLE N/A 3,828 0 0
COCA COLA CO COM 191216100 BBG0019JZ8D6 11,385,683 162,862 SH   SOLE N/A 162,862 0 0
COEUR MNG INC COM NEW 192108504 BBG000BF8VT5 1,498,023 84,017 SH   SOLE N/A 84,017 0 0
COHERENT CORP COM 19247G107 BBG000BLW3R9 408,084 2,211 SH   SOLE N/A 2,211 0 0
COMFORT SYS USA INC COM 199908104 BBG000BWN5P2 1,009,820 1,082 SH   SOLE N/A 1,082 0 0
COMMERCIAL METALS CO COM 201723103 BBG000BFSPW2 3,453,040 49,885 SH   SOLE N/A 49,885 0 0
COMMVAULT SYS INC COM 204166102 BBG000BG8N20 450,669 3,595 SH   SOLE N/A 3,595 0 0
CONSOLIDATED EDISON INC COM 209115104 BBG000QTFGV1 1,833,745 18,463 SH   SOLE N/A 18,463 0 0
CONSTELLATION ENERGY CORP COM 21037T109 BBG014KFRP72 2,181,442 6,175 SH   SOLE N/A 6,175 0 0
COPART INC COM 217204106 BBG000BMB210 5,060,059 129,248 SH   SOLE N/A 129,248 0 0
COREBRIDGE FINL INC COM 21871X109 BBG000BRMLK4 4,934,816 163,567 SH   SOLE N/A 163,567 0 0
COREWEAVE INC COM CL A 21873S108 BBG01SNG02V7 994,376 13,886 SH   SOLE N/A 13,886 0 0
CORTEVA INC COM 22052L104 BBG00MV4Q7P7 1,680,174 25,066 SH   SOLE N/A 25,066 0 0
COSTCO WHSL CORP NEW COM 22160K105 BBG000F6HLL1 8,725,156 10,118 SH   SOLE N/A 10,118 0 0
COUPANG INC CL A 22266T109 BBG00Z8KZ6Y0 548,137 23,236 SH   SOLE N/A 23,236 0 0
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105 BBG014CB6KT0 2,408,862 16,741 SH   SOLE N/A 16,741 0 0
CRISPR THERAPEUTICS AG NAMEN AKT H17182108 BBG00DZGL067 2,128,330 40,586 SH   SOLE N/A 40,586 0 0
CROCS INC COM 227046109 BBG000BLYJ29 3,689,931 43,147 SH   SOLE N/A 43,147 0 0
CROWN HLDGS INC COM 228368106 BBG000BF68R0 5,280,714 51,284 SH   SOLE N/A 51,284 0 0
CULLEN FROST BANKERS INC COM 229899109 BBG000C2PN67 277,193 2,189 SH   SOLE N/A 2,189 0 0
CUMMINS INC COM 231021106 BBG000BGPXY4 1,037,234 2,032 SH   SOLE N/A 2,032 0 0
CVS HEALTH CORP COM 126650100 BBG000BGRZP7 345,930 4,359 SH   SOLE N/A 4,359 0 0
CYTOKINETICS INC COM NEW 23282W605 BBG000F0TJX3 543,902 8,560 SH   SOLE N/A 8,560 0 0
D R HORTON INC COM 23331A109 BBG000DQTZG1 3,873,831 26,896 SH   SOLE N/A 26,896 0 0
DANAHER CORPORATION COM 235851102 BBG000NV1PS8 1,010,224 4,413 SH   SOLE N/A 4,413 0 0
DARLING INGREDIENTS INC COM 237266101 BBG000BN91F8 805,428 22,373 SH   SOLE N/A 22,373 0 0
DATADOG INC CL A COM 23804L103 BBG00Q3HXSK1 812,268 5,973 SH   SOLE N/A 5,973 0 0
DAVITA INC COM 23918K108 BBG000MQ1VX1 1,250,051 11,003 SH   SOLE N/A 11,003 0 0
DECKERS OUTDOOR CORP COM 243537107 BBG00Q3HXSK1 3,140,683 30,295 SH   SOLE N/A 30,295 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 BBG000R7Z2D7 726,132 10,463 SH   SOLE N/A 10,463 0 0
DEUTSCHE BANK A G NAMEN AKT D18190898 BBG000BR1YD7 1,687,424 43,761 SH   SOLE N/A 43,761 0 0
DEVON ENERGY CORP NEW COM 25179M103 BBG011WFP5R9 972,233 26,542 SH   SOLE N/A 26,542 0 0
DIAMONDBACK ENERGY INC COM 25278X109 BBG002PHSZH4 1,977,140 13,152 SH   SOLE N/A 13,152 0 0
DILLARDS INC CL A 254067101 BBG000BS4P78 380,782 628 SH   SOLE N/A 628 0 0
DOLLAR GEN CORP NEW COM 256677105 BBG000NV1PS8 2,213,542 16,672 SH   SOLE N/A 16,672 0 0
DOMINOS PIZZA INC COM 25754A201 BBG000P46LN5 2,323,355 5,574 SH   SOLE N/A 5,574 0 0
DOW INC COM 260557103 BBG00LXXHZT7 4,620,893 197,643 SH   SOLE N/A 197,643 0 0
DOXIMITY INC CL A 26622P107 BBG0118J7ZV7 1,358,909 30,689 SH   SOLE N/A 30,689 0 0
DRAFTKINGS INC NEW COM CL A 26142V105 BBG0140DYV50 867,255 25,167 SH   SOLE N/A 25,167 0 0
DROPBOX INC CL A 26210C104 BBG00K62P1P7 1,006,749 36,214 SH   SOLE N/A 36,214 0 0
DTE ENERGY CO COM 233331107 BBG000BB2CZ5 3,902,806 30,259 SH   SOLE N/A 30,259 0 0
DUOLINGO INC CL A COM 26603R106 BBG011WFP5R9 302,913 1,726 SH   SOLE N/A 1,726 0 0
DUTCH BROS INC CL A 26701L100 BBG01282ZHG8 2,731,514 44,618 SH   SOLE N/A 44,618 0 0
DYCOM INDS INC COM 267475101 BBG000C4SQ18 491,307 1,454 SH   SOLE N/A 1,454 0 0
DYNATRACE INC COM NEW 268150109 BBG00PNN7C86 4,410,105 101,756 SH   SOLE N/A 101,756 0 0
EAST WEST BANCORP INC COM 27579R104 BBG000CR3D95 310,871 2,766 SH   SOLE N/A 2,766 0 0
EATON CORP PLC SHS G29183103 BBG000BJ3QG7 12,535,598 39,357 SH   SOLE N/A 39,357 0 0
ECHOSTAR CORP CL A 278768106 BBG000TGM196 762,422 7,014 SH   SOLE N/A 7,014 0 0
EDISON INTL COM 281020107 BBG000BHPNZ3 2,331,897 38,852 SH   SOLE N/A 38,852 0 0
ELASTIC N V ORD SHS N14506104 BBG00J7CBVZ5 1,766,729 23,419 SH   SOLE N/A 23,419 0 0
ELI LILLY & CO COM 532457108 BBG000BNBG44 1,083,277 1,008 SH   SOLE N/A 1,008 0 0
ENCOMPASS HEALTH CORP COM 29261A100 BBG000BGBVK8 616,355 5,807 SH   SOLE N/A 5,807 0 0
ENPHASE ENERGY INC COM 29355A107 BBG001R3MP47 1,951,973 60,904 SH   SOLE N/A 60,904 0 0
ENVISTA HOLDINGS CORPORATION COM 29415F104 BBG00LN4B5S5 392,278 18,069 SH   SOLE N/A 18,069 0 0
EOG RES INC COM 26875P101 BBG000BZ9367 6,221,528 59,247 SH   SOLE N/A 59,247 0 0
EQUIFAX INC COM 294429105 BBG000BHPNZ3 1,716,963 7,913 SH   SOLE N/A 7,913 0 0
EQUITABLE HLDGS INC COM 29452E101 BBG00J7CBVZ5 4,908,331 103,008 SH   SOLE N/A 103,008 0 0
ESSENTIAL UTILS INC COM 29670G102 BBG000BRMLK4 278,110 7,250 SH   SOLE N/A 7,250 0 0
EVEREST GROUP LTD COM G3223R108 BBG000C1XXY7 5,221,579 15,387 SH   SOLE N/A 15,387 0 0
EVERGY INC COM 30034W106 BBG00HY73KG4 7,667,992 105,780 SH   SOLE N/A 105,780 0 0
EXELIXIS INC COM 30161Q104 BBG000BQ56F4 1,499,249 34,206 SH   SOLE N/A 34,206 0 0
EXPEDIA GROUP INC COM NEW 30212P303 BBG000QY43Z7 897,809 3,169 SH   SOLE N/A 3,169 0 0
EXPEDITORS INTL WASH INC COM 302130109 BBG000BJ5J62 882,884 5,925 SH   SOLE N/A 5,925 0 0
EXXON MOBIL CORP COM 30231G102 BBG000GZQBJ1 8,026,918 66,702 SH   SOLE N/A 66,702 0 0
FABRINET SHS G3323L100 BBG000HBFT97 223,087 490 SH   SOLE N/A 490 0 0
FACTSET RESH SYS INC COM 303075105 BBG000BDJMS9 1,033,076 3,560 SH   SOLE N/A 3,560 0 0
FAIR ISAAC CORP COM 303250104 BBG000DW7B75 552,833 327 SH   SOLE N/A 327 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 BBG01NMT2H37 5,999,433 26,948 SH   SOLE N/A 26,948 0 0
FERRARI N V COM N3167Y103 BBG009PH3QN9 1,066,181 2,885 SH   SOLE N/A 2,885 0 0
FIDELITY NATIONAL FINANCIAL COM SHS 31620R303 BBG006N7S6P4 4,304,094 78,844 SH   SOLE N/A 78,844 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 BBG000BK2H93 7,264,211 109,302 SH   SOLE N/A 109,302 0 0
FIRST AMERN FINL CORP COM 31847R102 BBG000BJW438 941,322 15,321 SH   SOLE N/A 15,321 0 0
FIRST CTZNS BANCSHARES INC D CL A 31946M103 BBG000BJCP24 759,748 354 SH   SOLE N/A 354 0 0
FIRST HORIZON CORPORATION COM 320517105 BBG000GJ0XT6 10,789,559 451,446 SH   SOLE N/A 451,446 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 BBG007HS9B19 2,665,886 43,782 SH   SOLE N/A 43,782 0 0
FLUOR CORP NEW COM 343412102 BBG000BB1WB8 4,485,799 113,192 SH   SOLE N/A 113,192 0 0
FMC CORP COM NEW 302491303 BBG000BJPBC0 205,331 14,804 SH   SOLE N/A 14,804 0 0
FORTINET INC COM 34959E109 BBG000BCMNX9 1,832,465 23,076 SH   SOLE N/A 23,076 0 0
FORTIVE CORP COM 34959J108 BBG00BLVZ282 7,331,777 132,798 SH   SOLE N/A 132,798 0 0
FOX CORP CL A COM 35137L105 BBG00JHNJWT7 3,234,370 44,264 SH   SOLE N/A 44,264 0 0
FREEPORT-MCMORAN INC CL B 35671D857 BBG000V78W00 2,234,557 43,996 SH   SOLE N/A 43,996 0 0
FRESHPET INC COM 358039105 BBG00742MS54 335,176 5,501 SH   SOLE N/A 5,501 0 0
FRONTLINE PLC COM M46528101 BBG000BTQR05 1,338,330 61,335 SH   SOLE N/A 61,335 0 0
FTI CONSULTING INC COM 302941109 BBG000K88MW7 269,057 1,575 SH   SOLE N/A 1,575 0 0
GAP INC COM 364760108 BBG000BKLK68 1,044,070 40,784 SH   SOLE N/A 40,784 0 0
GATES INDL CORP PLC ORD SHS G39108108 BBG00JM9V768 1,196,502 55,729 SH   SOLE N/A 55,729 0 0
GE VERNOVA INC COM 36828A101 BBG01LT2THM3 1,182,962 1,810 SH   SOLE N/A 1,810 0 0
GENERAL MTRS CO COM 37045V100 BBG000BKCHJ1 4,069,822 50,047 SH   SOLE N/A 50,047 0 0
GENIUS SPORTS LIMITED SHARES CL A G3934V109 BBG00ZVN31X5 432,359 39,234 SH   SOLE N/A 39,234 0 0
GENPACT LIMITED SHS G3922B107 BBG000RQBH93 3,258,227 69,650 SH   SOLE N/A 69,650 0 0
GLAUKOS CORP COM 377322102 BBG008NZ7B25 415,735 3,682 SH   SOLE N/A 3,682 0 0
GLOBAL PMTS INC COM 37940X102 BBG000CX0RB1 1,230,970 15,904 SH   SOLE N/A 15,904 0 0
GLOBANT S A COM L44385109 BBG00564Y489 694,622 10,626 SH   SOLE N/A 10,626 0 0
GLOBE LIFE INC COM 37959E102 BBG000BVD9G7 386,713 2,765 SH   SOLE N/A 2,765 0 0
GODADDY INC CL A 380237107 BBG006MDLY41 4,769,883 38,442 SH   SOLE N/A 38,442 0 0
GRANITE CONSTR INC COM 387328107 BBG000DVB9X8 295,757 2,564 SH   SOLE N/A 2,564 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 BBG000BB0BD3 427,910 1,088 SH   SOLE N/A 1,088 0 0
GUARDANT HEALTH INC COM 40131M109 BBG00LXPDX04 600,787 5,882 SH   SOLE N/A 5,882 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101 BBG00YDGX981 1,120,232 21,281 SH   SOLE N/A 21,281 0 0
HALLIBURTON CO COM 406216101 BBG000BKTJ63 4,637,296 164,094 SH   SOLE N/A 164,094 0 0
HAMILTON LANE INC CL A 407497106 BBG00FX5C0T3 317,912 2,367 SH   SOLE N/A 2,367 0 0
HASBRO INC COM 418056107 BBG00YDGX981 1,211,632 14,776 SH   SOLE N/A 14,776 0 0
HCA HEALTHCARE INC COM 40412C101 BBG000QW7X64 3,341,784 7,158 SH   SOLE N/A 7,158 0 0
HEALTHEQUITY INC COM 42226A107 BBG006MJJRM6 375,235 4,096 SH   SOLE N/A 4,096 0 0
HENRY SCHEIN INC COM 806407102 BBG000BNMVX7 2,344,038 31,014 SH   SOLE N/A 31,014 0 0
HERC HLDGS INC COM 42704L104 BBG01136Y6R9 293,199 1,976 SH   SOLE N/A 1,976 0 0
HERSHEY CO COM 427866108 BBG000BLHVZ5 7,350,900 40,394 SH   SOLE N/A 40,394 0 0
HESS MIDSTREAM LP CL A SHS 428103105 BBG00R02JCB6 547,653 15,874 SH   SOLE N/A 15,874 0 0
HF SINCLAIR CORP COM 403949100 BBG000BN85Z8 1,212,457 26,312 SH   SOLE N/A 26,312 0 0
HIMS & HERS HEALTH INC COM CL A 433000106 BBG00Q53VYR2 1,076,381 33,150 SH   SOLE N/A 33,150 0 0
HORMEL FOODS CORP COM 440452100 BBG000BLFBK7 1,607,358 67,821 SH   SOLE N/A 67,821 0 0
HUBSPOT INC COM 443573100 BBG0071GP394 1,125,245 2,804 SH   SOLE N/A 2,804 0 0
HUMANA INC COM 444859102 BBG000BLKM81 1,986,032 7,754 SH   SOLE N/A 7,754 0 0
HUNT J B TRANS SVCS INC COM 445658107 BBG00CVQZQG8 2,791,500 14,364 SH   SOLE N/A 14,364 0 0
ICON PLC SHS G4705A100 BBG000CTV9K6 484,523 2,659 SH   SOLE N/A 2,659 0 0
INSTALLED BLDG PRODS INC COM 45780R101 BBG005TJKF45 219,703 847 SH   SOLE N/A 847 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 BBG000C1FCF4 6,211,166 38,350 SH   SOLE N/A 38,350 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 BBG0071GP394 2,564,392 38,053 SH   SOLE N/A 38,053 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 BBG000BJPPW7 1,292,433 2,282 SH   SOLE N/A 2,282 0 0
IONIS PHARMACEUTICALS INC COM 462222100 BBG000JH7N58 2,181,775 27,579 SH   SOLE N/A 27,579 0 0
IQVIA HLDGS INC COM 46266C105 BBG0044K3GK1 986,394 4,376 SH   SOLE N/A 4,376 0 0
IREN LIMITED ORDINARY SHARES Q4982L109 BBG0135WGRR0 675,705 17,890 SH   SOLE N/A 17,890 0 0
ITT INC COM 45073V108 BBG00CVQZQG8 491,033 2,830 SH   SOLE N/A 2,830 0 0
JABIL INC COM 466313103 BBG000BJNJ80 1,076,026 4,719 SH   SOLE N/A 4,719 0 0
JACKSON FINANCIAL INC COM CL A 46817M107 BBG000C2L3M7 1,368,320 12,830 SH   SOLE N/A 12,830 0 0
JAMES HARDIE INDS PLC ORD SHS G4253H101 BBG000C1HP90 1,690,731 81,481 SH   SOLE N/A 81,481 0 0
JBT MAREL CORPORATION COM 477839104 BBG000VLBDN2 331,926 2,203 SH   SOLE N/A 2,203 0 0
JEFFERIES FINL GROUP INC COM 47233W109 BBG000BNHV54 374,237 6,039 SH   SOLE N/A 6,039 0 0
JPMORGAN CHASE & CO. COM 46625H100 BBG000DMBZW1 8,570,730 26,599 SH   SOLE N/A 26,599 0 0
KBR INC COM 48242W106 BBG000DMBZW1 1,458,657 36,285 SH   SOLE N/A 36,285 0 0
KEURIG DR PEPPER INC COM 49271V100 BBG000G8NDS0 5,501,892 196,426 SH   SOLE N/A 196,426 0 0
KEYCORP COM 493267108 BBG000BMQS71 5,292,529 256,421 SH   SOLE N/A 256,421 0 0
KIRBY CORP COM 497266106 BBG000BMQGC1 374,171 3,396 SH   SOLE N/A 3,396 0 0
KKR & CO INC COM 48251W104 BBG000BCQ895 878,847 6,894 SH   SOLE N/A 6,894 0 0
KLA CORP COM NEW 482480100 BBG000BMTSQ7 4,476,355 3,684 SH   SOLE N/A 3,684 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 BBG001BD46F2 2,107,825 40,318 SH   SOLE N/A 40,318 0 0
KRAFT HEINZ CO COM 500754106 BBG008H7SQZ2 2,106,864 86,881 SH   SOLE N/A 86,881 0 0
KYNDRYL HLDGS INC COMMON STOCK 50155Q100 BBG012Y710W4 680,759 25,631 SH   SOLE N/A 25,631 0 0
LAM RESEARCH CORP COM NEW 512807306 BBG000BNFW27 410,490 2,398 SH   SOLE N/A 2,398 0 0
LANTHEUS HLDGS INC COM 516544103 BBG006Q52RM0 336,610 5,058 SH   SOLE N/A 5,058 0 0
LAS VEGAS SANDS CORP COM 517834107 BBG000JWDCN2 10,290,338 158,094 SH   SOLE N/A 158,094 0 0
LEAR CORP COM NEW 521865204 BBG000PTLK19 446,367 3,895 SH   SOLE N/A 3,895 0 0
LENNAR CORP CL A 526057104 BBG000BN5KN1 5,448,709 53,003 SH   SOLE N/A 53,003 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 BBG006GNT0H8 1,400,846 28,824 SH   SOLE N/A 28,824 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755 BBG01HLMBD26 625,539 6,350 SH   SOLE N/A 6,350 0 0
LITHIA MTRS INC COM 536797103 BBG000K3BF68 438,676 1,320 SH   SOLE N/A 1,320 0 0
LOAR HOLDINGS INC COM SHS 53947R105 BBG01M86F5G3 249,560 3,670 SH   SOLE N/A 3,670 0 0
LUCID GROUP INC COM NEW 549498202 BBG00XD341F3 225,691 21,352 SH   SOLE N/A 21,352 0 0
LULULEMON ATHLETICA INC COM 550021109 BBG000R903D9 2,561,050 12,324 SH   SOLE N/A 12,324 0 0
LUMENTUM HLDGS INC COM 55024U109 BBG0073F9SD2 6,895,950 18,709 SH   SOLE N/A 18,709 0 0
LYFT INC CL A COM 55087P104 BBG00MRH6CX5 1,901,785 98,182 SH   SOLE N/A 98,182 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 BBG000WCFWH2 2,051,987 47,390 SH   SOLE N/A 47,390 0 0
M & T BK CORP COM 55261F104 BBG000D9KZ32 4,026,981 19,987 SH   SOLE N/A 19,987 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 BBG001YF9SP8 538,504 3,144 SH   SOLE N/A 3,144 0 0
MAGNA INTL INC COM 559222401 BBG000BNLR30 3,851,032 72,252 SH   SOLE N/A 72,252 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 BBG000BB3F78 372,578 4,537 SH   SOLE N/A 4,537 0 0
MANHATTAN ASSOCIATES INC COM 562750109 BBG000BFVKN9 444,020 2,562 SH   SOLE N/A 2,562 0 0
MARATHON PETE CORP COM 56585A102 BBG001QSXK51 1,982,460 12,190 SH   SOLE N/A 12,190 0 0
MARKETAXESS HLDGS INC COM 57060D108 BBG000BJC7J6 518,013 2,858 SH   SOLE N/A 2,858 0 0
MARSH & MCLENNAN COS INC COM 571748102 BBG000BP4P74 3,690,735 19,894 SH   SOLE N/A 19,894 0 0
MARTIN MARIETTA MATLS INC COM 573284106 BBG000BGYPN3 1,026,144 1,648 SH   SOLE N/A 1,648 0 0
MARVELL TECHNOLOGY INC COM 573874104 BBG01076BZW2 527,896 6,212 SH   SOLE N/A 6,212 0 0
MASTERCARD INCORPORATED CL A 57636Q104 BBG000F20WW2 1,049,277 1,838 SH   SOLE N/A 1,838 0 0
MATCH GROUP INC NEW COM 57667L107 BBG00VT0KNX0 1,055,980 32,703 SH   SOLE N/A 32,703 0 0
MCCORMICK & CO INC COM NON VTG 579780206 BBG000G6Y8G6 2,846,249 41,789 SH   SOLE N/A 41,789 0 0
MCDONALDS CORP COM 580135101 BBG000BNT1L9 3,770,252 12,336 SH   SOLE N/A 12,336 0 0
MEDTRONIC PLC SHS G5960L103 BBG000BNWJ36 1,374,907 14,313 SH   SOLE N/A 14,313 0 0
MERCADOLIBRE INC COM 58733R102 BBG000GQQT02 201,426 100 SH   SOLE N/A 100 0 0
MERITAGE HOMES CORP COM 59001A102 BBG000BFXLX4 274,123 4,166 SH   SOLE N/A 4,166 0 0
MGIC INVT CORP WIS COM 552848103 BBG000CBMKY5 2,705,188 92,580 SH   SOLE N/A 92,580 0 0
MGM RESORTS INTERNATIONAL COM 552953101 BBG000C2C1W0 2,701,537 74,035 SH   SOLE N/A 74,035 0 0
MICROSOFT CORP COM 594918104 BBG000BPHFS9 11,894,150 24,594 SH   SOLE N/A 24,594 0 0
MIDDLEBY CORP COM 596278101 BBG000DQNNX5 445,415 2,996 SH   SOLE N/A 2,996 0 0
MIRION TECHNOLOGIES INC COM CL A 60471A101 BBG00WPQXKV9 1,037,951 44,319 SH   SOLE N/A 44,319 0 0
MKS INC. COM 55306N104 BBG000BVMR86 302,182 1,891 SH   SOLE N/A 1,891 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104 BBG019X46ZN5 1,537,123 147,234 SH   SOLE N/A 147,234 0 0
MODERNA INC COM 60770K107 BBG00MJW66X4 369,598 12,533 SH   SOLE N/A 12,533 0 0
MOLINA HEALTHCARE INC COM 60855R100 BBG000MBHPT5 204,951 1,181 SH   SOLE N/A 1,181 0 0
MOLSON COORS BEVERAGE CO CL B 60871R209 BBG000BS7MP2 4,281,023 91,710 SH   SOLE N/A 91,710 0 0
MONDAY COM LTD SHS M7S64H106 BBG01136Y6R9 613,702 4,159 SH   SOLE N/A 4,159 0 0
MONDELEZ INTL INC CL A 609207105 BBG000D4M6H0 4,745,007 88,148 SH   SOLE N/A 88,148 0 0
MONGODB INC CL A 60937P106 BBG00HT4ZBM5 2,724,627 6,492 SH   SOLE N/A 6,492 0 0
MOODYS CORP COM 615369105 BBG000F86JD3 2,913,378 5,703 SH   SOLE N/A 5,703 0 0
MORGAN STANLEY COM NEW 617446448 BBG000BLZT71 934,873 5,266 SH   SOLE N/A 5,266 0 0
MOSAIC CO NEW COM 61945C103 BBG000BP5522 704,633 29,250 SH   SOLE N/A 29,250 0 0
MP MATERIALS CORP COM CL A 553368101 BBG000BLZT71 1,703,080 33,711 SH   SOLE N/A 33,711 0 0
MSCI INC COM 55354G100 BBG000RTDZW9 1,369,493 2,387 SH   SOLE N/A 2,387 0 0
MURPHY USA INC COM 626755102 BBG01076BZW2 510,049 1,264 SH   SOLE N/A 1,264 0 0
NATERA INC COM 632307104 BBG000BGPXY4 674,899 2,946 SH   SOLE N/A 2,946 0 0
NETFLIX INC COM 64110L106 BBG000CLD9D1 8,726,900 93,077 SH   SOLE N/A 93,077 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 BBG000GJTN99 625,754 4,412 SH   SOLE N/A 4,412 0 0
NEWS CORP NEW CL A 65249B109 BBG004PLVW57 8,434,645 322,919 SH   SOLE N/A 322,919 0 0
NEXTERA ENERGY INC COM 65339F101 BBG000BJSF01 1,206,046 15,023 SH   SOLE N/A 15,023 0 0
NOBLE CORP PLC ORD SHS A G65431127 BBG018QRJTQ1 545,173 19,305 SH   SOLE N/A 19,305 0 0
NORTHERN TR CORP COM 665859104 BBG000BQ7GH8 1,507,134 11,034 SH   SOLE N/A 11,034 0 0
NORTHROP GRUMMAN CORP COM 666807102 BBG000BQ2F03 3,164,095 5,549 SH   SOLE N/A 5,549 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 BBG001WVB2M2 2,810,356 125,912 SH   SOLE N/A 125,912 0 0
NOV INC COM 62955J103 BBG000BJXC48 618,823 39,592 SH   SOLE N/A 39,592 0 0
NUSCALE PWR CORP CL A COM 67079K100 BBG00YG48NR1 1,233,017 87,016 SH   SOLE N/A 87,016 0 0
NUTANIX INC CL A 67059N108 BBG00BRBPMV1 2,178,010 42,136 SH   SOLE N/A 42,136 0 0
NUTRIEN LTD COM 67077M108 BBG00JM9XLR2 521,966 8,457 SH   SOLE N/A 8,457 0 0
NVENT ELECTRIC PLC SHS G6700G107 BBG00GNT79D4 3,935,634 38,596 SH   SOLE N/A 38,596 0 0
NVIDIA CORPORATION COM 67066G104 BBG000M44Y70 1,925,053 10,322 SH   SOLE N/A 10,322 0 0
OCCIDENTAL PETE CORP COM 674599105 BBG000BQQ4P5 4,908,988 119,382 SH   SOLE N/A 119,382 0 0
OGE ENERGY CORP COM 670837103 BBG000BQGP79 2,401,405 56,239 SH   SOLE N/A 56,239 0 0
OKTA INC CL A 679295105 BBG000BQ5GM4 540,092 6,246 SH   SOLE N/A 6,246 0 0
OLD REP INTL CORP COM 680223104 BBG000C4PNM5 669,402 14,667 SH   SOLE N/A 14,667 0 0
OMNICOM GROUP INC COM 681919106 BBG000BS95R5 10,709,307 132,623 SH   SOLE N/A 132,623 0 0
ON HLDG AG NAMEN AKT A H5919C104 BBG00G6S3JL8 3,395,875 73,061 SH   SOLE N/A 73,061 0 0
ON SEMICONDUCTOR CORP COM 682189105 BBG000BBK0R0 1,171,210 21,629 SH   SOLE N/A 21,629 0 0
ONTO INNOVATION INC COM 683344105 BBG000BPRQ59 537,829 3,407 SH   SOLE N/A 3,407 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 BBG000BGZ8C2 8,878,655 97,343 SH   SOLE N/A 97,343 0 0
OSCAR HEALTH INC CL A 687793109 BBG00YMWFV32 968,093 67,369 SH   SOLE N/A 67,369 0 0
OSHKOSH CORP COM 688239201 BBG000CC67K5 411,815 3,278 SH   SOLE N/A 3,278 0 0
OTIS WORLDWIDE CORP COM 68902V107 BBG00RP60KZ6 11,193,029 128,140 SH   SOLE N/A 128,140 0 0
OWENS CORNING NEW COM 690742101 BBG00JM9XLR2 7,841,982 70,074 SH   SOLE N/A 70,074 0 0
PAGAYA TECHNOLOGIES LTD CL A NEW M7S64L123 BBG018DZLBX5 1,298,726 62,140 SH   SOLE N/A 62,140 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 BBG00JM7QBV1 313,907 32,563 SH   SOLE N/A 32,563 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 BBG00X7K6XH8 2,885,594 16,234 SH   SOLE N/A 16,234 0 0
PAYLOCITY HLDG CORP COM 70438V106 BBG0065997T5 418,918 2,747 SH   SOLE N/A 2,747 0 0
PAYPAL HLDGS INC COM 70450Y103 BBG0077VNYG1 8,501,938 145,631 SH   SOLE N/A 145,631 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 BBG00Q40B1Z4 322,334 52,327 SH   SOLE N/A 52,327 0 0
PENUMBRA INC COM 70975L107 BBG009SYFXC3 574,562 1,848 SH   SOLE N/A 1,848 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105 BBG00CNYBQC0 502,667 35,828 SH   SOLE N/A 35,828 0 0
PFIZER INC COM 717081103 BBG000BR2F10 2,619,256 105,191 SH   SOLE N/A 105,191 0 0
PG&E CORP COM 69331C108 BBG00JM7QBV1 2,514,135 156,449 SH   SOLE N/A 156,449 0 0
PHILLIPS 66 COM 718546104 BBG002VX6CQ7 322,729 2,501 SH   SOLE N/A 2,501 0 0
PINNACLE WEST CAP CORP COM 723484101 BBG00S2L26Z5 4,316,231 48,661 SH   SOLE N/A 48,661 0 0
POOL CORP COM 73278L105 BBG000BCVRT5 839,513 3,670 SH   SOLE N/A 3,670 0 0
PORTLAND GEN ELEC CO COM NEW 736508847 BBG000BCRRB9 319,134 6,650 SH   SOLE N/A 6,650 0 0
PRIMO BRANDS CORPORATION CLASS A COM SHS 741623102 BBG01QNRM0D7 691,343 42,284 SH   SOLE N/A 42,284 0 0
PRINCIPAL FINANCIAL GROUP IN COM 74251V102 BBG000NSF0Z7 1,086,130 12,313 SH   SOLE N/A 12,313 0 0
PROCORE TECHNOLOGIES INC COM 74275K108 BBG002VZ5CL8 400,870 5,511 SH   SOLE N/A 5,511 0 0
PROCTER AND GAMBLE CO COM 742718109 BBG009H04M71 1,895,705 13,228 SH   SOLE N/A 13,228 0 0
PROGRESSIVE CORP COM 743315103 BBG000BR39M0 1,009,255 4,432 SH   SOLE N/A 4,432 0 0
PRUDENTIAL FINL INC COM 744320102 BBG000BCVRT5 582,009 5,156 SH   SOLE N/A 5,156 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106 BBG000BQZP41 12,113,336 150,851 SH   SOLE N/A 150,851 0 0
PULTE GROUP INC COM 745867101 BBG000BR5699 7,204,572 61,441 SH   SOLE N/A 61,441 0 0
Q2 HLDGS INC COM 74736L109 BBG005ZVK9V5 259,271 3,593 SH   SOLE N/A 3,593 0 0
QIAGEN NV COM SHS N72482206 BBG000GTZ0C6 2,152,894 47,874 SH   SOLE N/A 47,874 0 0
QUALCOMM INC COM 747525103 BBG00Y92R9W7 1,053,668 6,160 SH   SOLE N/A 6,160 0 0
QUANTUM COMPUTING INC COM 74766W108 BBG000PP42C4 1,397,053 136,165 SH   SOLE N/A 136,165 0 0
QUANTUMSCAPE CORP COM CL A 74767V109 BBG00WHNR0P3 714,822 68,601 SH   SOLE N/A 68,601 0 0
QUEST DIAGNOSTICS INC COM 74834L100 BBG000BN85Z8 1,153,107 6,645 SH   SOLE N/A 6,645 0 0
QXO INC COM NEW 82846H405 BBG000BV57G0 948,972 49,195 SH   SOLE N/A 49,195 0 0
REDDIT INC CL A 75734B100 BBG0142RK620 1,002,233 4,360 SH   SOLE N/A 4,360 0 0
REGENERON PHARMACEUTICALS COM 75886F107 BBG002VX6CQ7 656,861 851 SH   SOLE N/A 851 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100 BBG000Q1KHQ0 2,442,360 90,124 SH   SOLE N/A 90,124 0 0
RELIANCE INC COM 759509102 BBG000BFW132 303,891 1,052 SH   SOLE N/A 1,052 0 0
RENAISSANCERE HLDGS LTD COM G7496G103 BBG000BFW132 518,178 1,843 SH   SOLE N/A 1,843 0 0
REPLIGEN CORP COM 759916109 BBG000BS4JZ1 610,870 3,728 SH   SOLE N/A 3,728 0 0
REPUBLIC SVCS INC COM 760759100 BBG000BPXYW5 7,634,990 36,026 SH   SOLE N/A 36,026 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 BBG000BRJ952 1,641,205 24,054 SH   SOLE N/A 24,054 0 0
REVVITY INC COM 714046109 BBG000FXX8N1 312,503 3,230 SH   SOLE N/A 3,230 0 0
RH COM 74967X103 BBG002293PN9 461,849 2,578 SH   SOLE N/A 2,578 0 0
RIGETTI COMPUTING INC COMMON STOCK 76655K103 BBG00Z911SF1 2,066,816 93,310 SH   SOLE N/A 93,310 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103 BBG0133C7H25 2,102,604 106,677 SH   SOLE N/A 106,677 0 0
ROBERT HALF INC. COM 770323103 BBG000C1DH01 1,941,859 71,497 SH   SOLE N/A 71,497 0 0
ROBINHOOD MKTS INC COM CL A 770700102 BBG011P3C311 4,856,740 42,942 SH   SOLE N/A 42,942 0 0
ROBLOX CORP CL A 771049103 BBG00Y92R9W7 1,113,676 13,744 SH   SOLE N/A 13,744 0 0
ROCKET LAB CORP COM 773121108 BBG01V7JN3S9 466,625 6,689 SH   SOLE N/A 6,689 0 0
ROIVANT SCIENCES LTD SHS G76279101 BBG012S1T777 2,038,867 93,957 SH   SOLE N/A 93,957 0 0
ROKU INC COM CL A 77543R102 BBG00HMJFMQ3 3,894,140 35,894 SH   SOLE N/A 35,894 0 0
ROPER TECHNOLOGIES INC COM 776696106 BBG000F22737 5,072,702 11,396 SH   SOLE N/A 11,396 0 0
ROSS STORES INC COM 778296103 BBG007PMX0W6 4,294,177 23,838 SH   SOLE N/A 23,838 0 0
ROYAL GOLD INC COM 780287108 BBG000BS5937 590,847 2,658 SH   SOLE N/A 2,658 0 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104 BBG00V1L5ZJ0 2,875,434 74,416 SH   SOLE N/A 74,416 0 0
RPM INTL INC COM 749685103 BBG000DCPNF4 6,201,104 59,626 SH   SOLE N/A 59,626 0 0
RUBRIK INC. CL A 781154109 BBG01M7WCJB5 1,817,012 23,758 SH   SOLE N/A 23,758 0 0
RYAN SPECIALTY HOLDINGS INC CL A 78351F107 BBG011K4W170 2,822,715 54,672 SH   SOLE N/A 54,672 0 0
RYDER SYS INC COM 783549108 BBG000BRVRS3 314,454 1,643 SH   SOLE N/A 1,643 0 0
S&P GLOBAL INC COM 78409V104 BBG000BSXT78 4,898,759 9,374 SH   SOLE N/A 9,374 0 0
SALESFORCE INC COM 79466L302 BBG000BN2GH0 3,010,437 11,364 SH   SOLE N/A 11,364 0 0
SAMSARA INC COM CL A 79589L106 BBG012CPBT09 4,401,897 124,172 SH   SOLE N/A 124,172 0 0
SCHWAB CHARLES CORP COM 808513105 BBG000BSM368 789,888 7,906 SH   SOLE N/A 7,906 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 BBG0113JHNN7 253,359 920 SH   SOLE N/A 920 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 BBG00JPGYW70 776,722 23,332 SH   SOLE N/A 23,332 0 0
SERVICENOW INC COM 81762P102 BBG002VH3DV7 12,306,212 80,333 SH   SOLE N/A 80,333 0 0
SERVICETITAN INC SHS CL A 81764X103 BBG01QXP1PT1 361,248 3,392 SH   SOLE N/A 3,392 0 0
SHARPLINK GAMING INC COM NEW 820014405 BBG01KJQVTQ0 440,733 49,299 SH   SOLE N/A 49,299 0 0
SHERWIN WILLIAMS CO COM 824348106 BBG000BSXT78 12,758,033 39,373 SH   SOLE N/A 39,373 0 0
SIRIUSXM HOLDINGS INC COMMON STOCK 829933100 BBG01KJRBXQ1 1,449,098 72,473 SH   SOLE N/A 72,473 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 BBG000BT4384 978,416 15,430 SH   SOLE N/A 15,430 0 0
SLB LIMITED COM STK 806857108 BBG000BT4384 7,827,601 203,950 SH   SOLE N/A 203,950 0 0
SMUCKER J M CO COM NEW 832696405 BBG000BT1984 2,320,933 23,729 SH   SOLE N/A 23,729 0 0
SMURFIT WESTROCK PLC SHS G8267P108 BBG01NK9ZXZ7 675,449 17,467 SH   SOLE N/A 17,467 0 0
SNAP INC CL A 83304A106 BBG00FXWRBF9 1,876,057 232,473 SH   SOLE N/A 232,473 0 0
SNOWFLAKE INC COM SHS 833445109 BBG00WXXS1W2 3,147,377 14,348 SH   SOLE N/A 14,348 0 0
SOFI TECHNOLOGIES INC COM 83406F102 BBG00K4MD5L3 2,830,241 108,107 SH   SOLE N/A 108,107 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 BBG0084BC0J9 231,406 8,021 SH   SOLE N/A 8,021 0 0
SOLVENTUM CORP COM SHS 83444M101 BBG01LWZSVQ2 881,941 11,130 SH   SOLE N/A 11,130 0 0
SOMNIGROUP INTERNATIONAL INC COM 88023U101 BBG000PXGX45 6,792,512 76,081 SH   SOLE N/A 76,081 0 0
SOUTHSTATE BK CORP COM 84472E102 BBG000BNQ0V3 447,493 4,755 SH   SOLE N/A 4,755 0 0
SOUTHWEST AIRLS CO COM 844741108 BBG000BNJK47 4,294,890 103,917 SH   SOLE N/A 103,917 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 BBG00K6S0L00 3,247,330 5,592 SH   SOLE N/A 5,592 0 0
SPX TECHNOLOGIES INC COM 78473E103 BBG000BTGFC9 342,703 1,713 SH   SOLE N/A 1,713 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 BBG000RJ2QV4 4,902,951 56,085 SH   SOLE N/A 56,085 0 0
STANLEY BLACK & DECKER INC COM 854502101 BBG000BTQTG4 1,504,021 20,248 SH   SOLE N/A 20,248 0 0
STRYKER CORPORATION COM 863667101 BBG000DN7RP0 7,970,988 22,679 SH   SOLE N/A 22,679 0 0
SUMMIT THERAPEUTICS INC COM 86627T108 BBG00X3GR1T5 287,168 16,419 SH   SOLE N/A 16,419 0 0
SUNRUN INC COM 86771W105 BBG009HT4X01 2,477,873 134,667 SH   SOLE N/A 134,667 0 0
TALEN ENERGY CORP COM 87422Q109 BBG01GWQVVY0 893,993 2,385 SH   SOLE N/A 2,385 0 0
TAYLOR MORRISON HOME CORP COM 87724P106 BBG003PGJHT1 1,966,493 33,404 SH   SOLE N/A 33,404 0 0
TD SYNNEX CORPORATION COM 87162W100 BBG000CL9LT2 4,493,830 29,913 SH   SOLE N/A 29,913 0 0
TE CONNECTIVITY PLC ORD SHS G87052109 BBG000DN7RP0 5,823,573 25,597 SH   SOLE N/A 25,597 0 0
TELEFLEX INCORPORATED COM 879369106 BBG000BV5DX8 316,694 2,595 SH   SOLE N/A 2,595 0 0
TEMPUS AI INC CL A 88023B103 BBG01MZQYJZ7 1,919,184 32,501 SH   SOLE N/A 32,501 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 BBG000CPJ107 457,056 2,300 SH   SOLE N/A 2,300 0 0
TERADYNE INC COM 880770102 BBG000BV4P35 583,390 3,014 SH   SOLE N/A 3,014 0 0
TEXAS ROADHOUSE INC COM 882681109 BBG000PSJXW2 1,049,950 6,325 SH   SOLE N/A 6,325 0 0
TG THERAPEUTICS INC COM 88322Q108 BBG000FTLFR3 806,450 27,053 SH   SOLE N/A 27,053 0 0
THE CAMPBELLS COMPANY COM 134429109 BBG000BG4JR6 2,201,256 78,983 SH   SOLE N/A 78,983 0 0
THE CIGNA GROUP COM 125523100 BBG00KXXK940 3,276,338 11,904 SH   SOLE N/A 11,904 0 0
THOMSON REUTERS CORP COM 884903808 BBG000BBSMK1 1,116,053 8,462 SH   SOLE N/A 8,462 0 0
TJX COS INC NEW COM 872540109 BBG000BV8G95 5,275,428 34,343 SH   SOLE N/A 34,343 0 0
TOPBUILD CORP COM 89055F103 BBG0077VS2J3 625,368 1,499 SH   SOLE N/A 1,499 0 0
TORO CO COM 891092108 BBG000BVQTN1 606,223 7,701 SH   SOLE N/A 7,701 0 0
TRADEWEB MKTS INC CL A 892672106 BBG00NK8H9C8 1,658,912 15,426 SH   SOLE N/A 15,426 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 BBG000BM6966 5,682,320 14,600 SH   SOLE N/A 14,600 0 0
TRANSDIGM GROUP INC COM 893641100 BBG000L8DFM6 5,791,497 4,355 SH   SOLE N/A 4,355 0 0
TRANSUNION COM 89400J107 BBG008FCB177 347,802 4,056 SH   SOLE N/A 4,056 0 0
TREX CO INC COM 89531P105 BBG000BTGM43 1,642,902 46,833 SH   SOLE N/A 46,833 0 0
TTM TECHNOLOGIES INC COM 87305R109 BBG000BYQ9Y7 649,359 9,411 SH   SOLE N/A 9,411 0 0
TYSON FOODS INC CL A 902494103 BBG01BHHGJQ1 3,709,298 63,277 SH   SOLE N/A 63,277 0 0
UBER TECHNOLOGIES INC COM 90353T100 BBG00NW4HS14 4,976,057 60,899 SH   SOLE N/A 60,899 0 0
UGI CORP NEW COM 902681105 BBG000BVYRN6 1,357,698 36,273 SH   SOLE N/A 36,273 0 0
UIPATH INC CL A 90364P105 BBG00ZTZJS92 985,416 60,123 SH   SOLE N/A 60,123 0 0
UNIQURE NV SHS N90064101 BBG005SSK316 381,229 15,931 SH   SOLE N/A 15,931 0 0
UNITED AIRLS HLDGS INC COM 910047109 BBG000M684B2 4,047,437 36,196 SH   SOLE N/A 36,196 0 0
UNITED PARCEL SERVICE INC CL B 911312106 BBG000BBSCY8 3,512,913 35,416 SH   SOLE N/A 35,416 0 0
UNITED RENTALS INC COM 911363109 BBG000BXMGQ6 1,264,967 1,563 SH   SOLE N/A 1,563 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 BBG000BV5663 672,892 1,381 SH   SOLE N/A 1,381 0 0
UNITEDHEALTH GROUP INC COM 91324P102 BBG000CH53T5 3,417,629 10,353 SH   SOLE N/A 10,353 0 0
UNITY SOFTWARE INC COM 91332U101 BBG00WXXCYD8 824,919 18,676 SH   SOLE N/A 18,676 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 BBG000CB9T62 327,684 1,503 SH   SOLE N/A 1,503 0 0
UNUM GROUP COM 91529Y106 BBG000BW2T82 8,272,505 106,742 SH   SOLE N/A 106,742 0 0
US BANCORP DEL COM NEW 902973304 BBG00BRBPMV1 8,616,786 161,484 SH   SOLE N/A 161,484 0 0
VAIL RESORTS INC COM 91879Q109 BBG00VT0KNX0 540,496 4,070 SH   SOLE N/A 4,070 0 0
VALARIS LTD CL A G9460G101 BBG010LLL1P5 215,712 4,280 SH   SOLE N/A 4,280 0 0
VALLEY NATL BANCORP COM 919794107 BBG000D4Z4M5 352,362 30,168 SH   SOLE N/A 30,168 0 0
VAXCYTE INC COM 92243G108 BBG00V1L5Y94 309,184 6,701 SH   SOLE N/A 6,701 0 0
VERISK ANALYTICS INC COM 92345Y106 BBG000BCZX09 12,275,213 54,876 SH   SOLE N/A 54,876 0 0
VIATRIS INC COM 92556V106 BBG00Y4RQP16 641,412 51,519 SH   SOLE N/A 51,519 0 0
VICTORIAS SECRET AND CO COMMON STOCK 926400102 BBG011RCV8V4 1,257,773 23,219 SH   SOLE N/A 23,219 0 0
VIKING HOLDINGS LTD ORD SHS G93A5A101 BBG01MB816P8 4,219,974 59,095 SH   SOLE N/A 59,095 0 0
VIKING THERAPEUTICS INC COM 92686J106 BBG00D6TMHS9 1,246,111 35,421 SH   SOLE N/A 35,421 0 0
VOYA FINANCIAL INC COM 929089100 BBG000L9CXY3 3,397,563 45,611 SH   SOLE N/A 45,611 0 0
WALMART INC COM 931142103 BBG003MCYRP8 9,573,350 85,929 SH   SOLE N/A 85,929 0 0
WARRIOR MET COAL INC COM 93627C101 BBG00GD1JMY1 249,962 2,835 SH   SOLE N/A 2,835 0 0
WATERS CORP COM 941848103 BBG000FQRY65 804,860 2,119 SH   SOLE N/A 2,119 0 0
WEBSTER FINL CORP COM 947890109 BBG000BWMZ04 2,147,450 34,119 SH   SOLE N/A 34,119 0 0
WEBULL CORP ORD SHS G9572D103 BBG01TF93QJ8 822,758 105,889 SH   SOLE N/A 105,889 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 BBG000BX26F2 236,070 858 SH   SOLE N/A 858 0 0
WESTERN ALLIANCE BANCORP COM 957638109 BBG000Q1KHQ0 375,625 4,468 SH   SOLE N/A 4,468 0 0
WESTERN DIGITAL CORP COM 958102105 BBG000BWNQ67 4,321,565 25,086 SH   SOLE N/A 25,086 0 0
WESTERN UN CO COM 959802109 BBG000HS79Q4 5,624,497 604,135 SH   SOLE N/A 604,135 0 0
WEX INC COM 96208T104 BBG000BVZRD6 259,076 1,739 SH   SOLE N/A 1,739 0 0
WILLIAMS COS INC COM 969457100 BBG000BWVH31 6,168,308 102,617 SH   SOLE N/A 102,617 0 0
WILLIAMS SONOMA INC COM 969904101 BBG000FSMZ72 3,792,537 21,236 SH   SOLE N/A 21,236 0 0
WILLSCOT HLDGS CORP COM CL A 971378104 BBG00L2B8L01 761,579 40,445 SH   SOLE N/A 40,445 0 0
WIX COM LTD SHS M98068105 BBG005CM7JW2 674,142 6,489 SH   SOLE N/A 6,489 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 BBG009BP2W18 778,872 10,308 SH   SOLE N/A 10,308 0 0
WYNN RESORTS LTD COM 983134107 BBG000LD9X14 488,179 4,057 SH   SOLE N/A 4,057 0 0
XCEL ENERGY INC COM 98389B100 BBG000BCV381 8,909,436 120,626 SH   SOLE N/A 120,626 0 0
XP INC CL A G98239109 BBG000BWLX00 627,528 38,334 SH   SOLE N/A 38,334 0 0
XYLEM INC COM 98419M100 BBG00256TDP9 597,966 4,391 SH   SOLE N/A 4,391 0 0
YUM CHINA HLDGS INC COM 98850P109 BBG00B8N0HM4 4,129,271 86,495 SH   SOLE N/A 86,495 0 0
ZIM INTEGRATED SHIPPING SERV SHS M9T951109 BBG00YQ7XR41 300,447 14,152 SH   SOLE N/A 14,152 0 0
ZIONS BANCORPORATION N A COM 989701107 BBG000BXB5Q2 3,352,761 57,273 SH   SOLE N/A 57,273 0 0
ZOOM COMMUNICATIONS INC CL A 98980L101 BBG00NTY6FH5 2,951,204 34,201 SH   SOLE N/A 34,201 0 0
ZSCALER INC COM 98980G102 BBG00K4MD5L3 3,547,663 15,773 SH   SOLE N/A 15,773 0 0