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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101 14,133 79,562 SH   SOLE   79,562 0 0
ABBOTT LABS COM 002824100 90,383 642,195 SH   SOLE   642,195 0 0
ABBVIE INC COM 00287Y109 25,092 185,318 SH   SOLE   185,318 0 0
ABIOMED INC COM 003654100 2,297 6,394 SH   SOLE   6,394 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1,673 4,036 SH   SOLE   4,036 0 0
ACTIVISION BLIZZARD INC COM 00507V109 741 11,144 SH   SOLE   11,144 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 114,791 202,431 SH   SOLE   202,431 0 0
ADVANCED MICRO DEVICES INC COM 007903107 33,310 231,483 SH   SOLE   231,483 0 0
AECOM COM 00766T100 1,831 23,668 SH   SOLE   23,668 0 0
AFFILIATED MANAGERS GROUP IN COM 008252108 2,159 13,125 SH   SOLE   13,125 0 0
AFLAC INC COM 001055102 10,984 188,108 SH   SOLE   188,108 0 0
AGCO CORP COM 001084102 3,602 31,045 SH   SOLE   31,045 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 2,435 15,249 SH   SOLE   15,249 0 0
AGNC INVT CORP COM 00123Q104 13,416 892,032 SH   SOLE   892,032 0 0
AIR PRODS & CHEMS INC COM 009158106 30,700 100,902 SH   SOLE   100,902 0 0
ALASKA AIR GROUP INC COM 011659109 6,747 129,496 SH   SOLE   129,496 0 0
ALCOA CORP COM 013872106 9,734 163,370 SH   SOLE   163,370 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 46,182 207,131 SH   SOLE   207,131 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 25,218 212,288 SH   SOLE   212,288 0 0
ALIGN TECHNOLOGY INC COM 016255101 36,103 54,936 SH   SOLE   54,936 0 0
ALLEGHANY CORP MD COM 017175100 3,453 5,172 SH   SOLE   5,172 0 0
ALLSTATE CORP COM 020002101 31,925 271,354 SH   SOLE   271,354 0 0
ALLY FINL INC COM 02005N100 10,146 213,115 SH   SOLE   213,115 0 0
ALPHABET INC CAP STK CL A 02079K305 461,594 159,333 SH   SOLE   159,333 0 0
ALPHABET INC CAP STK CL C 02079K107 270,244 93,394 SH   SOLE   93,394 0 0
ALTICE USA INC CL A 02156K103 1,091 67,416 SH   SOLE   67,416 0 0
ALTRIA GROUP INC COM 02209S103 29,076 613,548 SH   SOLE   613,548 0 0
AMAZON COM INC COM 023135106 867,078 260,045 SH   SOLE   260,045 0 0
AMCOR PLC ORD G0250X107 2,035 169,482 SH   SOLE   169,482 0 0
AMDOCS LTD SHS G02602103 4,789 63,994 SH   SOLE   63,994 0 0
AMEDISYS INC COM 023436108 986 6,093 SH   SOLE   6,093 0 0
AMERCO COM 023586100 1,040 1,432 SH   SOLE   1,432 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 18,188 1,012,696 SH   SOLE   1,012,696 0 0
AMERICAN CAMPUS CMNTYS INC COM 024835100 6,744 117,714 SH   SOLE   117,714 0 0
AMERICAN EXPRESS CO COM 025816109 97,848 598,091 SH   SOLE   598,091 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 21,834 500,676 SH   SOLE   500,676 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 19,804 348,290 SH   SOLE   348,290 0 0
AMERICAN TOWER CORP NEW COM 03027X100 107,822 368,622 SH   SOLE   368,622 0 0
AMERICOLD RLTY TR COM 03064D108 13,261 404,427 SH   SOLE   404,427 0 0
AMERIPRISE FINL INC COM 03076C106 15,793 52,355 SH   SOLE   52,355 0 0
AMETEK INC COM 031100100 531 3,611 SH   SOLE   3,611 0 0
AMGEN INC COM 031162100 118,882 528,433 SH   SOLE   528,433 0 0
AMPHENOL CORP NEW CL A 032095101 9,755 111,534 SH   SOLE   111,534 0 0
ANALOG DEVICES INC COM 032654105 96,642 549,823 SH   SOLE   549,823 0 0
ANAPLAN INC COM 03272L108 5,301 115,613 SH   SOLE   115,613 0 0
ANNALY CAPITAL MANAGEMENT IN COM 035710409 10,972 1,403,066 SH   SOLE   1,403,066 0 0
ANSYS INC COM 03662Q105 2,006 5,000 SH   SOLE   5,000 0 0
ANTHEM INC COM 036752103 37,487 80,871 SH   SOLE   80,871 0 0
AON PLC SHS CL A G0403H108 28,827 95,912 SH   SOLE   95,912 0 0
APARTMENT INCOME REIT CORP COM 03750L109 192 3,507 SH   SOLE   3,507 0 0
APPLE INC COM 037833100 1,230,165 6,927,776 SH   SOLE   6,927,776 0 0
APPLIED MATLS INC COM 038222105 261,244 1,660,170 SH   SOLE   1,660,170 0 0
APTIV PLC SHS G6095L109 1,539 9,332 SH   SOLE   9,332 0 0
ARAMARK COM 03852U106 99 2,680 SH   SOLE   2,680 0 0
ARCH CAP GROUP LTD ORD G0450A105 4,212 94,768 SH   SOLE   94,768 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 3,845 56,881 SH   SOLE   56,881 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 2,932 36,083 SH   SOLE   36,083 0 0
ARISTA NETWORKS INC COM 040413106 12,550 87,304 SH   SOLE   87,304 0 0
ARROW ELECTRS INC COM 042735100 143 1,062 SH   SOLE   1,062 0 0
ASPEN TECHNOLOGY INC COM 045327103 4,832 31,748 SH   SOLE   31,748 0 0
ASSURANT INC COM 04621X108 8,362 53,650 SH   SOLE   53,650 0 0
AT&T INC COM 00206R102 8,908 362,130 SH   SOLE   362,130 0 0
ATLASSIAN CORP PLC CL A G06242104 9,460 24,811 SH   SOLE   24,811 0 0
AUTODESK INC COM 052769106 30,778 109,457 SH   SOLE   109,457 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 24,479 99,276 SH   SOLE   99,276 0 0
AUTOZONE INC COM 053332102 987 471 SH   SOLE   471 0 0
AVALONBAY CMNTYS INC COM 053484101 64,024 253,470 SH   SOLE   253,470 0 0
AVERY DENNISON CORP COM 053611109 8,666 40,017 SH   SOLE   40,017 0 0
AVIS BUDGET GROUP COM 053774105 41,474 200,000 SH   SOLE   200,000 0 0
AXALTA COATING SYS LTD COM G0750C108 114 3,443 SH   SOLE   3,443 0 0
AXON ENTERPRISE INC COM 05464C101 9,460 60,256 SH   SOLE   60,256 0 0
BANK NEW YORK MELLON CORP COM 064058100 24,196 416,604 SH   SOLE   416,604 0 0
BATH & BODY WORKS INC COM 070830104 386 5,533 SH   SOLE   5,533 0 0
BAXTER INTL INC COM 071813109 6,691 77,946 SH   SOLE   77,946 0 0
BECTON DICKINSON & CO COM 075887109 8,966 35,651 SH   SOLE   35,651 0 0
BERKLEY W R CORP COM 084423102 5,605 68,028 SH   SOLE   68,028 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 242,948 812,536 SH   SOLE   812,536 0 0
BERRY GLOBAL GROUP INC COM 08579W103 2,531 34,298 SH   SOLE   34,298 0 0
BEST BUY INC COM 086516101 13,653 134,382 SH   SOLE   134,382 0 0
BIOGEN INC COM 09062X103 2,629 10,958 SH   SOLE   10,958 0 0
BK OF AMERICA CORP COM 060505104 159,841 3,592,751 SH   SOLE   3,592,751 0 0
BLACK KNIGHT INC COM 09215C105 1,235 14,895 SH   SOLE   14,895 0 0
BLACKROCK INC COM 09247X101 1,656 1,809 SH   SOLE   1,809 0 0
BOEING CO COM 097023105 14,963 74,322 SH   SOLE   74,322 0 0
BOOKING HOLDINGS INC COM 09857L108 34,532 14,393 SH   SOLE   14,393 0 0
BOSTON PROPERTIES INC COM 101121101 19,176 166,488 SH   SOLE   166,488 0 0
BOSTON SCIENTIFIC CORP COM 101137107 2,107 49,594 SH   SOLE   49,594 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 11,323 181,600 SH   SOLE   181,600 0 0
BRIXMOR PPTY GROUP INC COM 11120U105 21,045 828,205 SH   SOLE   828,205 0 0
BROADCOM INC COM 11135F101 326,885 491,253 SH   SOLE   491,253 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 4,189 22,912 SH   SOLE   22,912 0 0
BROOKS AUTOMATION INC NEW COM 114340102 9,719 94,256 SH   SOLE   94,256 0 0
BROWN & BROWN INC COM 115236101 6,456 91,863 SH   SOLE   91,863 0 0
BRUNSWICK CORP COM 117043109 3,039 30,171 SH   SOLE   30,171 0 0
CABOT OIL & GAS CORP COM 127097103 7,305 384,455 SH   SOLE   384,455 0 0
CACI INTL INC CL A 127190304 3,302 12,266 SH   SOLE   12,266 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100 14,587 155,963 SH   SOLE   155,963 0 0
CAMDEN PPTY TR SH BEN INT 133131102 205 1,149 SH   SOLE   1,149 0 0
CAPITAL ONE FINL CORP COM 14040H105 61,246 422,127 SH   SOLE   422,127 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 1,707 26,299 SH   SOLE   26,299 0 0
CARDINAL HEALTH INC COM 14149Y108 1,929 37,454 SH   SOLE   37,454 0 0
CARLYLE GROUP INC COM 14316J108 5,857 106,689 SH   SOLE   106,689 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 21,050 1,046,224 SH   SOLE   1,046,224 0 0
CATERPILLAR INC COM 149123101 42,923 207,617 SH   SOLE   207,617 0 0
CBOE GLOBAL MKTS INC COM 12503M108 9,233 70,809 SH   SOLE   70,809 0 0
CBRE GROUP INC CL A 12504L109 11,452 105,540 SH   SOLE   105,540 0 0
CDW CORP COM 12514G108 1,702 8,312 SH   SOLE   8,312 0 0
CELANESE CORP DEL COM 150870103 122 727 SH   SOLE   727 0 0
CENTENE CORP DEL COM 15135B101 2,484 30,140 SH   SOLE   30,140 0 0
CERNER CORP COM 156782104 8,293 89,302 SH   SOLE   89,302 0 0
CF INDS HLDGS INC COM 125269100 707 9,993 SH   SOLE   9,993 0 0
CHANGE HEALTHCARE INC COM 15912K100 9,821 459,354 SH   SOLE   459,354 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 1,046 1,604 SH   SOLE   1,604 0 0
CHENIERE ENERGY INC COM NEW 16411R208 6,766 66,712 SH   SOLE   66,712 0 0
CHEVRON CORP NEW COM 166764100 61,545 524,453 SH   SOLE   524,453 0 0
CHUBB LIMITED COM H1467J104 30,238 156,421 SH   SOLE   156,421 0 0
CHURCH & DWIGHT INC COM 171340102 10,582 103,235 SH   SOLE   103,235 0 0
CHURCHILL DOWNS INC COM 171484108 1,023 4,245 SH   SOLE   4,245 0 0
CIGNA CORP NEW COM 125523100 7,456 32,469 SH   SOLE   32,469 0 0
CINTAS CORP COM 172908105 12,155 27,428 SH   SOLE   27,428 0 0
CISCO SYS INC COM 17275R102 50,274 793,334 SH   SOLE   793,334 0 0
CITIGROUP INC COM NEW 172967424 7,740 128,162 SH   SOLE   128,162 0 0
CLEAN HARBORS INC COM 184496107 1,230 12,329 SH   SOLE   12,329 0 0
CLOROX CO DEL COM 189054109 8,998 51,605 SH   SOLE   51,605 0 0
CME GROUP INC COM 12572Q105 68,668 300,568 SH   SOLE   300,568 0 0
CMS ENERGY CORP COM 125896100 1,111 17,073 SH   SOLE   17,073 0 0
COCA COLA CO COM 191216100 117,701 1,987,861 SH   SOLE   1,987,861 0 0
COGNEX CORP COM 192422103 1,450 18,651 SH   SOLE   18,651 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 16,483 185,785 SH   SOLE   185,785 0 0
COHERENT INC COM 192479103 26,172 98,191 SH   SOLE   98,191 0 0
COLGATE PALMOLIVE CO COM 194162103 12,165 142,550 SH   SOLE   142,550 0 0
COMCAST CORP NEW CL A 20030N101 30,347 602,968 SH   SOLE   602,968 0 0
COMERICA INC COM 200340107 7,347 84,448 SH   SOLE   84,448 0 0
CONAGRA BRANDS INC COM 205887102 4,403 128,922 SH   SOLE   128,922 0 0
CONOCOPHILLIPS COM 20825C104 1,222 16,932 SH   SOLE   16,932 0 0
CONSTELLATION BRANDS INC CL A 21036P108 3,662 14,591 SH   SOLE   14,591 0 0
COPART INC COM 217204106 1,632 10,767 SH   SOLE   10,767 0 0
CORNING INC COM 219350105 3,609 96,926 SH   SOLE   96,926 0 0
CORTEVA INC COM 22052L104 21,666 458,255 SH   SOLE   458,255 0 0
COSTAR GROUP INC COM 22160N109 11,895 150,515 SH   SOLE   150,515 0 0
COSTCO WHSL CORP NEW COM 22160K105 85,836 151,200 SH   SOLE   151,200 0 0
COUSINS PPTYS INC COM NEW 222795502 8,049 199,830 SH   SOLE   199,830 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 2,560 12,505 SH   SOLE   12,505 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 39,076 187,201 SH   SOLE   187,201 0 0
CSX CORP COM 126408103 59,964 1,594,777 SH   SOLE   1,594,777 0 0
CUBESMART COM 229663109 18,673 328,111 SH   SOLE   328,111 0 0
CURTISS WRIGHT CORP COM 231561101 7,111 51,280 SH   SOLE   51,280 0 0
CVS HEALTH CORP COM 126650100 3,959 38,376 SH   SOLE   38,376 0 0
CYRUSONE INC COM 23283R100 23,425 261,092 SH   SOLE   261,092 0 0
D R HORTON INC COM 23331A109 39,475 363,994 SH   SOLE   363,994 0 0
DANAHER CORPORATION COM 235851102 101,350 308,046 SH   SOLE   308,046 0 0
DARDEN RESTAURANTS INC COM 237194105 15,211 100,976 SH   SOLE   100,976 0 0
DAVITA INC COM 23918K108 135 1,183 SH   SOLE   1,183 0 0
DECKERS OUTDOOR CORP COM 243537107 908 2,478 SH   SOLE   2,478 0 0
DEERE & CO COM 244199105 1,231 3,589 SH   SOLE   3,589 0 0
DELL TECHNOLOGIES INC CL C 24703L202 7,310 130,134 SH   SOLE   130,134 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 17,138 438,542 SH   SOLE   438,542 0 0
DENTSPLY SIRONA INC COM 24906P109 2,356 42,234 SH   SOLE   42,234 0 0
DEVON ENERGY CORP NEW COM 25179M103 346 7,853 SH   SOLE   7,853 0 0
DISCOVER FINL SVCS COM 254709108 9,248 80,032 SH   SOLE   80,032 0 0
DISNEY WALT CO COM 254687106 39,715 256,407 SH   SOLE   256,407 0 0
DOCUSIGN INC COM 256163106 9,070 59,552 SH   SOLE   59,552 0 0
DOLLAR GEN CORP NEW COM 256677105 924 3,916 SH   SOLE   3,916 0 0
DOLLAR TREE INC COM 256746108 1,315 9,357 SH   SOLE   9,357 0 0
DOORDASH INC CL A 25809K105 26,317 176,746 SH   SOLE   176,746 0 0
DOUGLAS EMMETT INC COM 25960P109 3,166 94,501 SH   SOLE   94,501 0 0
DOVER CORP COM 260003108 411 2,264 SH   SOLE   2,264 0 0
DOW INC COM 260557103 6,541 115,327 SH   SOLE   115,327 0 0
DUKE REALTY CORP COM NEW 264411505 17,788 270,994 SH   SOLE   270,994 0 0
DXC TECHNOLOGY CO COM 23355L106 614 19,069 SH   SOLE   19,069 0 0
EAGLE MATLS INC COM 26969P108 1,770 10,633 SH   SOLE   10,633 0 0
EAST WEST BANCORP INC COM 27579R104 1,999 25,411 SH   SOLE   25,411 0 0
EASTMAN CHEM CO COM 277432100 13,784 114,000 SH   SOLE   114,000 0 0
ECOLAB INC COM 278865100 916 3,904 SH   SOLE   3,904 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 4,696 36,245 SH   SOLE   36,245 0 0
ELASTIC N V ORD SHS N14506104 1,916 15,568 SH   SOLE   15,568 0 0
ELECTRONIC ARTS INC COM 285512109 9,386 71,159 SH   SOLE   71,159 0 0
ENPHASE ENERGY INC COM 29355A107 4,044 22,103 SH   SOLE   22,103 0 0
ENTEGRIS INC COM 29362U104 20,942 151,120 SH   SOLE   151,120 0 0
ENVISTA HOLDINGS CORPORATION COM 29415F104 10,208 226,545 SH   SOLE   226,545 0 0
EPAM SYS INC COM 29414B104 206 308 SH   SOLE   308 0 0
EQUINIX INC COM 29444U700 69,075 81,664 SH   SOLE   81,664 0 0
EQUITABLE HLDGS INC COM 29452E101 4,373 133,379 SH   SOLE   133,379 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 20,771 236,950 SH   SOLE   236,950 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 27,750 306,626 SH   SOLE   306,626 0 0
ESSENTIAL UTILS INC COM 29670G102 1,584 29,495 SH   SOLE   29,495 0 0
ESSEX PPTY TR INC COM 297178105 11,874 33,712 SH   SOLE   33,712 0 0
EVERCORE INC CLASS A 29977A105 3,055 22,487 SH   SOLE   22,487 0 0
EVEREST RE GROUP LTD COM G3223R108 6,191 22,602 SH   SOLE   22,602 0 0
EVERGY INC COM 30034W106 11,043 160,949 SH   SOLE   160,949 0 0
EXPEDIA GROUP INC COM NEW 30212P303 36,144 200,000 SH   SOLE   200,000 0 0
EXPEDITORS INTL WASH INC COM 302130109 13,295 99,000 SH   SOLE   99,000 0 0
EXTRA SPACE STORAGE INC COM 30225T102 8,499 37,484 SH   SOLE   37,484 0 0
EXXON MOBIL CORP COM 30231G102 92,388 1,509,852 SH   SOLE   1,509,852 0 0
F5 NETWORKS INC COM 315616102 11,722 47,900 SH   SOLE   47,900 0 0
FACEBOOK INC CL A 30303M102 439,827 1,307,647 SH   SOLE   1,307,647 0 0
FACTSET RESH SYS INC COM 303075105 5,685 11,698 SH   SOLE   11,698 0 0
FEDEX CORP COM 31428X106 56 216 SH   SOLE   216 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 8,740 167,505 SH   SOLE   167,505 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 81,062 742,666 SH   SOLE   742,666 0 0
FIRST AMERN FINL CORP COM 31847R102 9,967 127,407 SH   SOLE   127,407 0 0
FIRST INDL RLTY TR INC COM 32054K103 13,628 205,854 SH   SOLE   205,854 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 10,824 52,416 SH   SOLE   52,416 0 0
FIRST SOLAR INC COM 336433107 6,525 74,862 SH   SOLE   74,862 0 0
FIRSTENERGY CORP COM 337932107 23,127 556,082 SH   SOLE   556,082 0 0
FISERV INC COM 337738108 10,861 104,642 SH   SOLE   104,642 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 3,633 16,230 SH   SOLE   16,230 0 0
FMC CORP COM NEW 302491303 2,386 21,717 SH   SOLE   21,717 0 0
FORD MTR CO DEL COM 345370860 38,715 1,863,967 SH   SOLE   1,863,967 0 0
FORTINET INC COM 34959E109 2,813 7,827 SH   SOLE   7,827 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 6,491 60,724 SH   SOLE   60,724 0 0
FOX CORP CL A COM 35137L105 943 25,544 SH   SOLE   25,544 0 0
FOX CORP CL B COM 35137L204 2,736 79,841 SH   SOLE   79,841 0 0
FRANKLIN RESOURCES INC COM 354613101 2,149 64,174 SH   SOLE   64,174 0 0
GALLAGHER ARTHUR J & CO COM 363576109 32,535 191,754 SH   SOLE   191,754 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 15,559 319,744 SH   SOLE   319,744 0 0
GENERAL DYNAMICS CORP COM 369550108 8,648 41,482 SH   SOLE   41,482 0 0
GENERAL ELECTRIC CO COM NEW 369604301 11,615 122,945 SH   SOLE   122,945 0 0
GENERAL MTRS CO COM 37045V100 10,150 173,112 SH   SOLE   173,112 0 0
GENUINE PARTS CO COM 372460105 1,178 8,405 SH   SOLE   8,405 0 0
GILEAD SCIENCES INC COM 375558103 4,167 57,393 SH   SOLE   57,393 0 0
GLOBAL PMTS INC COM 37940X102 29,654 219,369 SH   SOLE   219,369 0 0
GLOBE LIFE INC COM 37959E102 400 4,270 SH   SOLE   4,270 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 237,257 620,199 SH   SOLE   620,199 0 0
HALLIBURTON CO COM 406216101 50 2,198 SH   SOLE   2,198 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 8,850 128,191 SH   SOLE   128,191 0 0
HASBRO INC COM 418056107 6,901 67,804 SH   SOLE   67,804 0 0
HCA HEALTHCARE INC COM 40412C101 14,945 58,171 SH   SOLE   58,171 0 0
HEALTHCARE TR AMER INC CL A NEW 42225P501 12,473 373,559 SH   SOLE   373,559 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103 12,395 343,450 SH   SOLE   343,450 0 0
HEICO CORP NEW COM 422806109 4,666 32,351 SH   SOLE   32,351 0 0
HENRY JACK & ASSOC INC COM 426281101 4,131 24,736 SH   SOLE   24,736 0 0
HERSHEY CO COM 427866108 5,115 26,437 SH   SOLE   26,437 0 0
HOLOGIC INC COM 436440101 1,155 15,089 SH   SOLE   15,089 0 0
HOME DEPOT INC COM 437076102 204,611 493,027 SH   SOLE   493,027 0 0
HONEYWELL INTL INC COM 438516106 37,190 178,359 SH   SOLE   178,359 0 0
HORIZON THERAPEUTICS PUB L SHS G46188101 6,626 61,493 SH   SOLE   61,493 0 0
HOWMET AEROSPACE INC COM 443201108 45,677 1,435,033 SH   SOLE   1,435,033 0 0
HUBBELL INC COM 443510607 1,777 8,533 SH   SOLE   8,533 0 0
HUBSPOT INC COM 443573100 5,411 8,209 SH   SOLE   8,209 0 0
HUMANA INC COM 444859102 26,124 56,318 SH   SOLE   56,318 0 0
HUNTINGTON BANCSHARES INC COM 446150104 21,298 1,381,194 SH   SOLE   1,381,194 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 3,985 21,339 SH   SOLE   21,339 0 0
HUNTSMAN CORP COM 447011107 133 3,827 SH   SOLE   3,827 0 0
IAC INTERACTIVECORP NEW COM NEW 44891N208 3,624 27,726 SH   SOLE   27,726 0 0
ICU MED INC COM 44930G107 3,445 14,516 SH   SOLE   14,516 0 0
IDACORP INC COM 451107106 1,985 17,516 SH   SOLE   17,516 0 0
IDEXX LABS INC COM 45168D104 8,225 12,492 SH   SOLE   12,492 0 0
INGERSOLL RAND INC COM 45687V106 794 12,829 SH   SOLE   12,829 0 0
INTEL CORP COM 458140100 184,769 3,587,757 SH   SOLE   3,587,757 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 1,238 15,587 SH   SOLE   15,587 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 104,375 763,145 SH   SOLE   763,145 0 0
INTERNATIONAL PAPER CO COM 460146103 5,172 110,090 SH   SOLE   110,090 0 0
INTUIT COM 461202103 93,823 145,865 SH   SOLE   145,865 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 170,767 475,276 SH   SOLE   475,276 0 0
INVESCO LTD SHS G491BT108 755 32,812 SH   SOLE   32,812 0 0
INVITATION HOMES INC COM 46187W107 9,286 204,803 SH   SOLE   204,803 0 0
IRON MTN INC NEW COM 46284V101 509 9,723 SH   SOLE   9,723 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 164,610 4,500,000 SH   SOLE   4,500,000 0 0
ISHARES TR MSCI ACWI ETF 464288257 337,967 3,195,000 SH   SOLE   3,195,000 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 85,976 1,760,000 SH   SOLE   1,760,000 0 0
JANUS HENDERSON GROUP PLC ORD SHS G4474Y214 2,419 57,672 SH   SOLE   57,672 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 1,810 14,205 SH   SOLE   14,205 0 0
JEFFERIES FINL GROUP INC COM 47233W109 4,790 123,465 SH   SOLE   123,465 0 0
JOHNSON & JOHNSON COM 478160104 127,402 744,737 SH   SOLE   744,737 0 0
JOHNSON CTLS INTL PLC SHS G51502105 6,443 79,246 SH   SOLE   79,246 0 0
JONES LANG LASALLE INC COM 48020Q107 4,491 16,675 SH   SOLE   16,675 0 0
JPMORGAN CHASE & CO COM 46625H100 92,754 585,754 SH   SOLE   585,754 0 0
JUNIPER NETWORKS INC COM 48203R104 8,563 239,799 SH   SOLE   239,799 0 0
JUST EAT TAKEAWAY COM N V SPONSORED ADS 48214T305 628 58,340 SH   SOLE   58,340 0 0
KEYCORP COM 493267108 33,473 1,447,181 SH   SOLE   1,447,181 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 11,010 53,316 SH   SOLE   53,316 0 0
KILROY RLTY CORP COM 49427F108 9,080 136,617 SH   SOLE   136,617 0 0
KIMCO RLTY CORP COM 49446R109 29,926 1,214,030 SH   SOLE   1,214,030 0 0
KKR & CO INC COM 48251W104 13,148 176,478 SH   SOLE   176,478 0 0
KLA CORP COM NEW 482480100 96,796 225,049 SH   SOLE   225,049 0 0
KRAFT HEINZ CO COM 500754106 659 18,343 SH   SOLE   18,343 0 0
KRANESHARES TR CSI CHI INTERNET 500767306 115,791 3,173,214 SH   SOLE   3,173,214 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 7,447 34,922 SH   SOLE   34,922 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 3,030 9,643 SH   SOLE   9,643 0 0
LAM RESEARCH CORP COM 512807108 243,330 338,358 SH   SOLE   338,358 0 0
LAS VEGAS SANDS CORP COM 517834107 4,414 117,267 SH   SOLE   117,267 0 0
LAUDER ESTEE COS INC CL A 518439104 20,940 56,564 SH   SOLE   56,564 0 0
LAZARD LTD SHS A G54050102 7,269 166,612 SH   SOLE   166,612 0 0
LEAR CORP COM NEW 521865204 5,187 28,354 SH   SOLE   28,354 0 0
LENNAR CORP CL A 526057104 14,663 126,231 SH   SOLE   126,231 0 0
LENNOX INTL INC COM 526107107 2,776 8,557 SH   SOLE   8,557 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 9,261 57,486 SH   SOLE   57,486 0 0
LIBERTY MEDIA CORP DEL COM A SIRIUSXM 531229409 120 2,352 SH   SOLE   2,352 0 0
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607 119 2,341 SH   SOLE   2,341 0 0
LIFE STORAGE INC COM 53223X107 17,655 115,258 SH   SOLE   115,258 0 0
LILLY ELI & CO COM 532457108 13,789 49,920 SH   SOLE   49,920 0 0
LINCOLN NATL CORP IND COM 534187109 206 3,024 SH   SOLE   3,024 0 0
LINDE PLC SHS G5494J103 3,852 11,119 SH   SOLE   11,119 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 1,931 16,133 SH   SOLE   16,133 0 0
LKQ CORP COM 501889208 6,943 115,660 SH   SOLE   115,660 0 0
LOCKHEED MARTIN CORP COM 539830109 10,807 30,407 SH   SOLE   30,407 0 0
LOEWS CORP COM 540424108 465 8,053 SH   SOLE   8,053 0 0
LOUISIANA PAC CORP COM 546347105 7,271 92,800 SH   SOLE   92,800 0 0
LOWES COS INC COM 548661107 23,107 89,395 SH   SOLE   89,395 0 0
LPL FINL HLDGS INC COM 50212V100 6,285 39,262 SH   SOLE   39,262 0 0
LUMEN TECHNOLOGIES INC COM 550241103 5,639 449,287 SH   SOLE   449,287 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 481 5,210 SH   SOLE   5,210 0 0
MANPOWERGROUP INC WIS COM 56418H100 3,147 32,338 SH   SOLE   32,338 0 0
MARATHON OIL CORP COM 565849106 84 5,113 SH   SOLE   5,113 0 0
MARATHON PETE CORP COM 56585A102 50,710 792,466 SH   SOLE   792,466 0 0
MARKEL CORP COM 570535104 1,111 900 SH   SOLE   900 0 0
MARRIOTT INTL INC NEW CL A 571903202 5,783 35,000 SH   SOLE   35,000 0 0
MARSH & MCLENNAN COS INC COM 571748102 28,687 165,037 SH   SOLE   165,037 0 0
MARVELL TECHNOLOGY INC COM 573874104 68,332 781,029 SH   SOLE   781,029 0 0
MASCO CORP COM 574599106 1,859 26,469 SH   SOLE   26,469 0 0
MASIMO CORP COM 574795100 44,612 152,375 SH   SOLE   152,375 0 0
MCDONALDS CORP COM 580135101 132,279 493,450 SH   SOLE   493,450 0 0
MCKESSON CORP COM 58155Q103 20,905 84,101 SH   SOLE   84,101 0 0
MEDTRONIC PLC SHS G5960L103 21,814 210,868 SH   SOLE   210,868 0 0
MERCK & CO INC COM 58933Y105 16,500 215,286 SH   SOLE   215,286 0 0
METLIFE INC COM 59156R108 10,407 166,542 SH   SOLE   166,542 0 0
MGIC INVT CORP WIS COM 552848103 47,679 3,306,421 SH   SOLE   3,306,421 0 0
MGM RESORTS INTERNATIONAL COM 552953101 9,845 219,364 SH   SOLE   219,364 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 8,725 100,220 SH   SOLE   100,220 0 0
MICRON TECHNOLOGY INC COM 595112103 262,108 2,813,829 SH   SOLE   2,813,829 0 0
MICROSOFT CORP COM 594918104 1,108,545 3,296,101 SH   SOLE   3,296,101 0 0
MID-AMER APT CMNTYS INC COM 59522J103 34,595 150,781 SH   SOLE   150,781 0 0
MODERNA INC COM 60770K107 35,750 140,759 SH   SOLE   140,759 0 0
MOHAWK INDS INC COM 608190104 2,358 12,941 SH   SOLE   12,941 0 0
MOLINA HEALTHCARE INC COM 60855R100 7,911 24,871 SH   SOLE   24,871 0 0
MONDELEZ INTL INC CL A 609207105 52,394 790,134 SH   SOLE   790,134 0 0
MONOLITHIC PWR SYS INC COM 609839105 31,140 63,123 SH   SOLE   63,123 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 2,952 30,740 SH   SOLE   30,740 0 0
MOODYS CORP COM 615369105 30,403 77,841 SH   SOLE   77,841 0 0
MORGAN STANLEY COM NEW 617446448 69,384 706,850 SH   SOLE   706,850 0 0
MORNINGSTAR INC COM 617700109 5,334 15,596 SH   SOLE   15,596 0 0
MOSAIC CO NEW COM 61945C103 468 11,916 SH   SOLE   11,916 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 9,861 36,292 SH   SOLE   36,292 0 0
MSCI INC COM 55354G100 33,276 54,312 SH   SOLE   54,312 0 0
NASDAQ INC COM 631103108 579 2,757 SH   SOLE   2,757 0 0
NATIONAL RETAIL PROPERTIES I COM 637417106 7,509 156,219 SH   SOLE   156,219 0 0
NCINO INC COM 63947U107 1,539 28,048 SH   SOLE   28,048 0 0
NETEASE INC SPONSORED ADS 64110W102 20,356 200,000 SH   SOLE   200,000 0 0
NETFLIX INC COM 64110L106 44,618 74,062 SH   SOLE   74,062 0 0
NEW RESIDENTIAL INVT CORP COM NEW 64828T201 10,951 1,022,539 SH   SOLE   1,022,539 0 0
NEW YORK TIMES CO CL A 650111107 3,486 72,174 SH   SOLE   72,174 0 0
NEWELL BRANDS INC COM 651229106 325 14,889 SH   SOLE   14,889 0 0
NEWMONT CORP COM 651639106 13,836 223,094 SH   SOLE   223,094 0 0
NEWS CORP NEW CL B 65249B208 32 1,420 SH   SOLE   1,420 0 0
NEXSTAR MEDIA GROUP INC CL A 65336K103 1,062 7,034 SH   SOLE   7,034 0 0
NEXTERA ENERGY INC COM 65339F101 10,974 117,543 SH   SOLE   117,543 0 0
NIKE INC CL B 654106103 136,863 821,161 SH   SOLE   821,161 0 0
NORDSON CORP COM 655663102 1,493 5,847 SH   SOLE   5,847 0 0
NORFOLK SOUTHN CORP COM 655844108 1,700 5,710 SH   SOLE   5,710 0 0
NORTHERN TR CORP COM 665859104 1,155 9,654 SH   SOLE   9,654 0 0
NORTHROP GRUMMAN CORP COM 666807102 24,024 62,067 SH   SOLE   62,067 0 0
NORTONLIFELOCK INC COM 668771108 2,432 93,609 SH   SOLE   93,609 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 6,971 336,100 SH   SOLE   336,100 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 133,585 2,414,761 SH   SOLE   2,414,761 0 0
NUCOR CORP COM 670346105 11,793 103,315 SH   SOLE   103,315 0 0
NVENT ELECTRIC PLC SHS G6700G107 1,146 30,153 SH   SOLE   30,153 0 0
NVIDIA CORPORATION COM 67066G104 132,044 448,960 SH   SOLE   448,960 0 0
NVR INC COM 62944T105 12,935 2,189 SH   SOLE   2,189 0 0
NXP SEMICONDUCTORS N V COM N6596X109 2,822 12,387 SH   SOLE   12,387 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 4,792 13,371 SH   SOLE   13,371 0 0
OLD REP INTL CORP COM 680223104 2,767 112,564 SH   SOLE   112,564 0 0
OLIN CORP COM PAR $1 680665205 2,316 40,269 SH   SOLE   40,269 0 0
OMEGA HEALTHCARE INVS INC COM 681936100 7,182 242,732 SH   SOLE   242,732 0 0
ONEMAIN HLDGS INC COM 68268W103 4,105 82,038 SH   SOLE   82,038 0 0
ONEOK INC NEW COM 682680103 410 6,985 SH   SOLE   6,985 0 0
OPENDOOR TECHNOLOGIES INC COM 683712103 1,339 91,675 SH   SOLE   91,675 0 0
ORACLE CORP COM 68389X105 468 5,370 SH   SOLE   5,370 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 51,854 73,423 SH   SOLE   73,423 0 0
ORGANON & CO COMMON STOCK 68622V106 518 17,001 SH   SOLE   17,001 0 0
ORION OFFICE REIT INC COM 68629Y103 1,661 88,991 SH   SOLE   88,991 0 0
OSHKOSH CORP COM 688239201 2,123 18,833 SH   SOLE   18,833 0 0
OTIS WORLDWIDE CORP COM 68902V107 1,398 16,051 SH   SOLE   16,051 0 0
OWENS CORNING NEW COM 690742101 2,971 32,825 SH   SOLE   32,825 0 0
PACCAR INC COM 693718108 480 5,444 SH   SOLE   5,444 0 0
PACKAGING CORP AMER COM 695156109 446 3,278 SH   SOLE   3,278 0 0
PACWEST BANCORP DEL COM 695263103 14,843 328,595 SH   SOLE   328,595 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 22,945 1,260,000 SH   SOLE   1,260,000 0 0
PAYCHEX INC COM 704326107 14,539 106,510 SH   SOLE   106,510 0 0
PAYCOM SOFTWARE INC COM 70432V102 3,217 7,749 SH   SOLE   7,749 0 0
PAYLOCITY HLDG CORP COM 70438V106 1,809 7,658 SH   SOLE   7,658 0 0
PAYPAL HLDGS INC COM 70450Y103 146,916 779,063 SH   SOLE   779,063 0 0
PENSKE AUTOMOTIVE GRP INC COM 70959W103 1,620 15,107 SH   SOLE   15,107 0 0
PEOPLES UNITED FINANCIAL INC COM 712704105 47,547 2,668,188 SH   SOLE   2,668,188 0 0
PEPSICO INC COM 713448108 77,798 447,859 SH   SOLE   447,859 0 0
PERRIGO CO PLC SHS G97822103 126 3,235 SH   SOLE   3,235 0 0
PFIZER INC COM 717081103 81,444 1,379,238 SH   SOLE   1,379,238 0 0
PHILIP MORRIS INTL INC COM 718172109 35,395 372,575 SH   SOLE   372,575 0 0
PHILLIPS 66 COM 718546104 2,286 31,552 SH   SOLE   31,552 0 0
PINDUODUO INC SPONSORED ADS 722304102 17,910 307,210 SH   SOLE   307,210 0 0
PINTEREST INC CL A 72352L106 1,387 38,154 SH   SOLE   38,154 0 0
PLAYTIKA HLDG CORP COM 72815L107 829 47,928 SH   SOLE   47,928 0 0
PNC FINL SVCS GROUP INC COM 693475105 12,620 62,936 SH   SOLE   62,936 0 0
POLARIS INC COM 731068102 1,178 10,720 SH   SOLE   10,720 0 0
POPULAR INC COM NEW 733174700 5,023 61,228 SH   SOLE   61,228 0 0
PPG INDS INC COM 693506107 4,421 25,640 SH   SOLE   25,640 0 0
PRIMERICA INC COM 74164M108 1,350 8,808 SH   SOLE   8,808 0 0
PRINCIPAL FINANCIAL GROUP IN COM 74251V102 2,019 27,915 SH   SOLE   27,915 0 0
PROCTER AND GAMBLE CO COM 742718109 157,804 964,692 SH   SOLE   964,692 0 0
PROGRESSIVE CORP COM 743315103 45,737 445,566 SH   SOLE   445,566 0 0
PROLOGIS INC. COM 74340W103 162,214 963,496 SH   SOLE   963,496 0 0
PUBLIC STORAGE COM 74460D109 80,263 214,286 SH   SOLE   214,286 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106 1,454 21,795 SH   SOLE   21,795 0 0
PULTE GROUP INC COM 745867101 212 3,703 SH   SOLE   3,703 0 0
PURE STORAGE INC CL A 74624M102 3,043 93,473 SH   SOLE   93,473 0 0
PVH CORPORATION COM 693656100 142 1,336 SH   SOLE   1,336 0 0
QIAGEN NV SHS NEW N72482123 6,990 125,761 SH   SOLE   125,761 0 0
QORVO INC COM 74736K101 24,857 158,941 SH   SOLE   158,941 0 0
QUALCOMM INC COM 747525103 49,069 268,326 SH   SOLE   268,326 0 0
QUANTA SVCS INC COM 74762E102 673 5,871 SH   SOLE   5,871 0 0
QUEST DIAGNOSTICS INC COM 74834L100 8,522 49,258 SH   SOLE   49,258 0 0
RAYMOND JAMES FINL INC COM 754730109 7,963 79,308 SH   SOLE   79,308 0 0
RAYONIER INC COM 754907103 1,407 34,854 SH   SOLE   34,854 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 9,300 108,068 SH   SOLE   108,068 0 0
REALTY INCOME CORP COM 756109104 65,789 918,969 SH   SOLE   918,969 0 0
REGENCY CTRS CORP COM 758849103 7,535 100,000 SH   SOLE   100,000 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100 586 26,899 SH   SOLE   26,899 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 1,748 10,774 SH   SOLE   10,774 0 0
REPUBLIC SVCS INC COM 760759100 1,459 10,460 SH   SOLE   10,460 0 0
RESMED INC COM 761152107 1,605 6,163 SH   SOLE   6,163 0 0
REXFORD INDL RLTY INC COM 76169C100 12,237 150,867 SH   SOLE   150,867 0 0
ROBERT HALF INTL INC COM 770323103 504 4,520 SH   SOLE   4,520 0 0
ROKU INC COM CL A 77543R102 10,622 46,547 SH   SOLE   46,547 0 0
ROSS STORES INC COM 778296103 1,604 14,033 SH   SOLE   14,033 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 325 4,223 SH   SOLE   4,223 0 0
ROYAL GOLD INC COM 780287108 24,120 229,252 SH   SOLE   229,252 0 0
S&P GLOBAL INC COM 78409V104 60 128 SH   SOLE   128 0 0
SALESFORCE COM INC COM 79466L302 59,032 232,292 SH   SOLE   232,292 0 0
SAREPTA THERAPEUTICS INC COM 803607100 1,062 11,796 SH   SOLE   11,796 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 174,772 449,263 SH   SOLE   449,263 0 0
SCHLUMBERGER LTD COM STK 806857108 4,719 157,547 SH   SOLE   157,547 0 0
SCHWAB CHARLES CORP COM 808513105 43,552 517,860 SH   SOLE   517,860 0 0
SCIENCE APPLICATIONS INTL CO COM 808625107 1,261 15,088 SH   SOLE   15,088 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 872 7,714 SH   SOLE   7,714 0 0
SEAGEN INC COM 81181C104 1,375 8,895 SH   SOLE   8,895 0 0
SEALED AIR CORP NEW COM 81211K100 2,064 30,587 SH   SOLE   30,587 0 0
SERVICE CORP INTL COM 817565104 1,907 26,863 SH   SOLE   26,863 0 0
SERVICENOW INC COM 81762P102 57,306 88,284 SH   SOLE   88,284 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 9,781 30,238 SH   SOLE   30,238 0 0
SIMON PPTY GROUP INC NEW COM 828806109 9,054 56,666 SH   SOLE   56,666 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 13,761 88,699 SH   SOLE   88,699 0 0
SL GREEN RLTY CORP COM 78440X804 2,030 28,315 SH   SOLE   28,315 0 0
SLM CORP COM 78442P106 1,816 92,328 SH   SOLE   92,328 0 0
SMITH A O CORP COM 831865209 2,753 32,064 SH   SOLE   32,064 0 0
SMUCKER J M CO COM NEW 832696405 4,152 30,567 SH   SOLE   30,567 0 0
SNAP ON INC COM 833034101 3,739 17,362 SH   SOLE   17,362 0 0
SPIRIT RLTY CAP INC NEW COM NEW 84860W300 7,902 163,976 SH   SOLE   163,976 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 894 3,822 SH   SOLE   3,822 0 0
STANLEY BLACK & DECKER INC COM 854502101 16,506 87,511 SH   SOLE   87,511 0 0
STARBUCKS CORP COM 855244109 69,599 595,012 SH   SOLE   595,012 0 0
STARWOOD PPTY TR INC COM 85571B105 21,733 894,360 SH   SOLE   894,360 0 0
STATE STR CORP COM 857477103 6,126 65,874 SH   SOLE   65,874 0 0
STEEL DYNAMICS INC COM 858119100 6,187 99,684 SH   SOLE   99,684 0 0
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STERIS PLC SHS USD G8473T100 1,402 5,760 SH   SOLE   5,760 0 0
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STONECO LTD COM CL A G85158106 1,194 70,821 SH   SOLE   70,821 0 0
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SUN CMNTYS INC COM 866674104 38,767 184,633 SH   SOLE   184,633 0 0
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SYNOPSYS INC COM 871607107 1,506 4,086 SH   SOLE   4,086 0 0
SYSCO CORP COM 871829107 1,575 20,049 SH   SOLE   20,049 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 3,640 20,483 SH   SOLE   20,483 0 0
TAPESTRY INC COM 876030107 3,740 92,121 SH   SOLE   92,121 0 0
TARGA RES CORP COM 87612G101 4,454 85,255 SH   SOLE   85,255 0 0
TARGET CORP COM 87612E106 82,530 356,593 SH   SOLE   356,593 0 0
TE CONNECTIVITY LTD REG SHS H84989104 2,192 13,585 SH   SOLE   13,585 0 0
TELADOC HEALTH INC COM 87918A105 4,189 45,618 SH   SOLE   45,618 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 13,544 31,000 SH   SOLE   31,000 0 0
TELEFLEX INCORPORATED COM 879369106 2,428 7,393 SH   SOLE   7,393 0 0
TEMPUR SEALY INTL INC COM 88023U101 66,404 1,411,960 SH   SOLE   1,411,960 0 0
TERADATA CORP DEL COM 88076W103 2,604 61,309 SH   SOLE   61,309 0 0
TERADYNE INC COM 880770102 2,015 12,321 SH   SOLE   12,321 0 0
TESLA INC COM 88160R101 10,843 10,260 SH   SOLE   10,260 0 0
TEXAS INSTRS INC COM 882508104 19,038 101,015 SH   SOLE   101,015 0 0
TEXTRON INC COM 883203101 8,575 111,070 SH   SOLE   111,070 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 95,166 142,627 SH   SOLE   142,627 0 0
TJX COS INC NEW COM 872540109 3,485 45,910 SH   SOLE   45,910 0 0
T-MOBILE US INC COM 872590104 24,727 213,197 SH   SOLE   213,197 0 0
TOLL BROTHERS INC COM 889478103 4,959 68,510 SH   SOLE   68,510 0 0
TORO CO COM 891092108 3,300 33,031 SH   SOLE   33,031 0 0
TRACTOR SUPPLY CO COM 892356106 1,281 5,367 SH   SOLE   5,367 0 0
TRADEWEB MKTS INC CL A 892672106 2,002 19,990 SH   SOLE   19,990 0 0
TRAVELERS COMPANIES INC COM 89417E109 27,768 177,510 SH   SOLE   177,510 0 0
TRIMBLE INC COM 896239100 7,269 83,371 SH   SOLE   83,371 0 0
TRUIST FINL CORP COM 89832Q109 25,999 444,049 SH   SOLE   444,049 0 0
TWILIO INC CL A 90138F102 12,736 48,362 SH   SOLE   48,362 0 0
TYSON FOODS INC CL A 902494103 6,042 69,319 SH   SOLE   69,319 0 0
UBER TECHNOLOGIES INC COM 90353T100 44,452 1,060,139 SH   SOLE   1,060,139 0 0
UDR INC COM 902653104 8,870 147,860 SH   SOLE   147,860 0 0
ULTA BEAUTY INC COM 90384S303 437 1,061 SH   SOLE   1,061 0 0
UNDER ARMOUR INC CL A 904311107 2,056 97,014 SH   SOLE   97,014 0 0
UNION PAC CORP COM 907818108 13,324 52,889 SH   SOLE   52,889 0 0
UNITED AIRLS HLDGS INC COM 910047109 24,569 561,184 SH   SOLE   561,184 0 0
UNITED PARCEL SERVICE INC CL B 911312106 9,853 45,967 SH   SOLE   45,967 0 0
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UNITEDHEALTH GROUP INC COM 91324P102 148,056 294,850 SH   SOLE   294,850 0 0
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UNUM GROUP COM 91529Y106 2,248 91,511 SH   SOLE   91,511 0 0
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US BANCORP DEL COM NEW 902973304 38,717 689,275 SH   SOLE   689,275 0 0
VAIL RESORTS INC COM 91879Q109 2,067 6,304 SH   SOLE   6,304 0 0
VEEVA SYS INC CL A COM 922475108 5,143 20,132 SH   SOLE   20,132 0 0
VENTAS INC COM 92276F100 16,999 332,527 SH   SOLE   332,527 0 0
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VISTRA CORP COM 92840M102 5,169 226,988 SH   SOLE   226,988 0 0
VMWARE INC CL A COM 928563402 6,645 57,340 SH   SOLE   57,340 0 0
VORNADO RLTY TR SH BEN INT 929042109 2,753 65,762 SH   SOLE   65,762 0 0
VULCAN MATLS CO COM 929160109 3,520 16,958 SH   SOLE   16,958 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 17,227 330,266 SH   SOLE   330,266 0 0
WALMART INC COM 931142103 112,437 777,087 SH   SOLE   777,087 0 0
WASTE MGMT INC DEL COM 94106L109 1,537 9,212 SH   SOLE   9,212 0 0
WATERS CORP COM 941848103 363 974 SH   SOLE   974 0 0
WEC ENERGY GROUP INC COM 92939U106 2,477 25,516 SH   SOLE   25,516 0 0
WELLS FARGO CO NEW COM 949746101 159,817 3,330,906 SH   SOLE   3,330,906 0 0
WELLTOWER INC COM 95040Q104 69,964 815,720 SH   SOLE   815,720 0 0
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WESTLAKE CHEM CORP COM 960413102 2,506 25,797 SH   SOLE   25,797 0 0
WESTROCK CO COM 96145D105 1,666 37,548 SH   SOLE   37,548 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104 13,795 335,000 SH   SOLE   335,000 0 0
WILLIAMS COS INC COM 969457100 34,973 1,343,041 SH   SOLE   1,343,041 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103 35,896 151,146 SH   SOLE   151,146 0 0
WORKDAY INC CL A 98138H101 1,638 5,996 SH   SOLE   5,996 0 0
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WYNDHAM HOTELS & RESORTS INC COM 98311A105 37,340 416,505 SH   SOLE   416,505 0 0
WYNN RESORTS LTD COM 983134107 16,971 199,563 SH   SOLE   199,563 0 0
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YUM BRANDS INC COM 988498101 7,035 50,660 SH   SOLE   50,660 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 4,253 7,145 SH   SOLE   7,145 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 1,037 8,164 SH   SOLE   8,164 0 0
ZIONS BANCORPORATION N A COM 989701107 603 9,554 SH   SOLE   9,554 0 0
ZOETIS INC CL A 98978V103 1,823 7,472 SH   SOLE   7,472 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 1,121 6,096 SH   SOLE   6,096 0 0
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ZYNGA INC CL A 98986T108 5,079 793,530 SH   SOLE   793,530 0 0