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
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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
ADVANCED DRAIN SYS INC DEL COM 00790R104   227,556 1,618 SH   SOLE 0 1,618 0 0
ALCOA CORP COM 013872106   204,782 6,023 SH   SOLE 0 6,023 0 0
ALLIANT ENERGY CORP COM 018802108   230,491 4,493 SH   SOLE 0 4,493 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107   313,147 1,636 SH   SOLE 0 1,636 0 0
ALTRIA GROUP INC COM 02209S103   352,289 8,733 SH   SOLE 0 8,733 0 0
AMERICAN AIRLS GROUP INC COM 02376R102   266,295 19,381 SH   SOLE 0 19,381 0 0
AON PLC SHS CL A G0403H108   234,271 805 SH   SOLE 0 805 0 0
APA CORPORATION COM 03743Q108   280,833 7,827 SH   SOLE 0 7,827 0 0
ARAMARK COM 03852U106   260,515 9,271 SH   SOLE 0 9,271 0 0
ATLASSIAN CORPORATION CL A 049468101   267,117 1,123 SH   SOLE 0 1,123 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   233,902 1,004 SH   SOLE 0 1,004 0 0
AUTOZONE INC COM 053332102   222,362 86 SH   SOLE 0 86 0 0
AVIS BUDGET GROUP COM 053774105   250,823 1,415 SH   SOLE 0 1,415 0 0
BATH & BODY WORKS INC COM 070830104   268,498 6,221 SH   SOLE 0 6,221 0 0
BAXTER INTL INC COM 071813109   201,883 5,222 SH   SOLE 0 5,222 0 0
BIO-TECHNE CORP COM 09073M104   284,103 3,682 SH   SOLE 0 3,682 0 0
BOX INC CL A 10316T104   370,141 14,453 SH   SOLE 0 14,453 0 0
BRIXMOR PPTY GROUP INC COM 11120U105   280,287 12,045 SH   SOLE 0 12,045 0 0
CELSIUS HLDGS INC COM NEW 15118V207   421,167 7,725 SH   SOLE 0 7,725 0 0
CHAMPIONX CORPORATION COM 15872M104   204,733 7,009 SH   SOLE 0 7,009 0 0
CHEWY INC CL A 16679L109   316,618 13,399 SH   SOLE 0 13,399 0 0
CIENA CORP COM NEW 171779309   204,390 4,541 SH   SOLE 0 4,541 0 0
CISCO SYS INC COM 17275R102   288,267 5,706 SH   SOLE 0 5,706 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101   277,569 13,593 SH   SOLE 0 13,593 0 0
CNH INDL N V SHS N20944109   285,792 23,464 SH   SOLE 0 23,464 0 0
COCA COLA CO COM 191216100   328,063 5,567 SH   SOLE 0 5,567 0 0
COLGATE PALMOLIVE CO COM 194162103   218,565 2,742 SH   SOLE 0 2,742 0 0
CORNING INC COM 219350105   277,765 9,122 SH   SOLE 0 9,122 0 0
COTY INC COM CL A 222070203   142,768 11,495 SH   SOLE 0 11,495 0 0
COUPANG INC CL A 22266T109   222,969 13,772 SH   SOLE 0 13,772 0 0
CSX CORP COM 126408103   216,237 6,237 SH   SOLE 0 6,237 0 0
DELL TECHNOLOGIES INC CL C 24703L202   246,713 3,225 SH   SOLE 0 3,225 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   228,708 5,685 SH   SOLE 0 5,685 0 0
DENTSPLY SIRONA INC COM 24906P109   217,241 6,104 SH   SOLE 0 6,104 0 0
DOCUSIGN INC COM 256163106   280,663 4,721 SH   SOLE 0 4,721 0 0
DROPBOX INC CL A 26210C104   323,189 10,963 SH   SOLE 0 10,963 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   269,696 3,537 SH   SOLE 0 3,537 0 0
ETSY INC COM 29786A106   276,867 3,416 SH   SOLE 0 3,416 0 0
EVERSOURCE ENERGY COM 30040W108   371,554 6,020 SH   SOLE 0 6,020 0 0
EXACT SCIENCES CORP COM 30063P105   244,282 3,302 SH   SOLE 0 3,302 0 0
EXELIXIS INC COM 30161Q104   246,905 10,292 SH   SOLE 0 10,292 0 0
FIRSTENERGY CORP COM 337932107   409,895 11,181 SH   SOLE 0 11,181 0 0
FLEX LTD ORD Y2573F102   278,922 9,157 SH   SOLE 0 9,157 0 0
FLOWSERVE CORP COM 34354P105   213,684 5,184 SH   SOLE 0 5,184 0 0
FLUOR CORP NEW COM 343412102   228,087 5,823 SH   SOLE 0 5,823 0 0
FMC CORP COM NEW 302491303   219,729 3,485 SH   SOLE 0 3,485 0 0
FORTINET INC COM 34959E109   382,845 6,541 SH   SOLE 0 6,541 0 0
GAMING & LEISURE PPTYS INC COM 36467J108   231,501 4,691 SH   SOLE 0 4,691 0 0
GEN DIGITAL INC COM 668771108   313,090 13,720 SH   SOLE 0 13,720 0 0
GLAUKOS CORP COM 377322102   257,786 3,243 SH   SOLE 0 3,243 0 0
GODADDY INC CL A 380237107   226,545 2,134 SH   SOLE 0 2,134 0 0
HALLIBURTON CO COM 406216101   264,112 7,306 SH   SOLE 0 7,306 0 0
HCA HEALTHCARE INC COM 40412C101   295,583 1,092 SH   SOLE 0 1,092 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103   317,513 16,036 SH   SOLE 0 16,036 0 0
HORMEL FOODS CORP COM 440452100   237,903 7,409 SH   SOLE 0 7,409 0 0
HOST HOTELS & RESORTS INC COM 44107P104   258,036 13,253 SH   SOLE 0 13,253 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107   223,913 2,701 SH   SOLE 0 2,701 0 0
KBR INC COM 48242W106   268,129 4,839 SH   SOLE 0 4,839 0 0
KELLANOVA COM 487836108   319,246 5,710 SH   SOLE 0 5,710 0 0
KIMBERLY-CLARK CORP COM 494368103   253,834 2,089 SH   SOLE 0 2,089 0 0
LAMB WESTON HLDGS INC COM 513272104   298,220 2,759 SH   SOLE 0 2,759 0 0
LANTHEUS HLDGS INC COM 516544103   234,484 3,782 SH   SOLE 0 3,782 0 0
LAS VEGAS SANDS CORP COM 517834107   224,693 4,566 SH   SOLE 0 4,566 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104   354,816 5,143 SH   SOLE 0 5,143 0 0
LAUDER ESTEE COS INC CL A 518439104   273,488 1,870 SH   SOLE 0 1,870 0 0
LOWES COS INC COM 548661107   240,577 1,081 SH   SOLE 0 1,081 0 0
LPL FINL HLDGS INC COM 50212V100   252,431 1,109 SH   SOLE 0 1,109 0 0
MARVELL TECHNOLOGY INC COM 573874104   213,437 3,539 SH   SOLE 0 3,539 0 0
MASTERCARD INCORPORATED CL A 57636Q104   290,027 680 SH   SOLE 0 680 0 0
MATTEL INC COM 577081102   191,689 10,153 SH   SOLE 0 10,153 0 0
MCDONALDS CORP COM 580135101   219,121 739 SH   SOLE 0 739 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109   200,656 3,483 SH   SOLE 0 3,483 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307   219,476 701 SH   SOLE 0 701 0 0
MSCI INC COM 55354G100   358,056 633 SH   SOLE 0 633 0 0
NASDAQ INC COM 631103108   283,839 4,882 SH   SOLE 0 4,882 0 0
NATERA INC COM 632307104   247,491 3,951 SH   SOLE 0 3,951 0 0
NEWMONT CORP COM 651639106   243,870 5,892 SH   SOLE 0 5,892 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104   242,564 12,104 SH   SOLE 0 12,104 0 0
NRG ENERGY INC COM NEW 629377508   241,129 4,664 SH   SOLE 0 4,664 0 0
NUTANIX INC CL A 67059N108   341,222 7,155 SH   SOLE 0 7,155 0 0
NVIDIA CORPORATION COM 67066G104   274,847 555 SH   SOLE 0 555 0 0
OGE ENERGY CORP COM 670837103   284,645 8,149 SH   SOLE 0 8,149 0 0
OLIN CORP COM PAR $1 680665205   212,293 3,935 SH   SOLE 0 3,935 0 0
ON SEMICONDUCTOR CORP COM 682189105   238,311 2,853 SH   SOLE 0 2,853 0 0
ORACLE CORP COM 68389X105   344,967 3,272 SH   SOLE 0 3,272 0 0
ORGANON & CO COMMON STOCK 68622V106   342,735 23,768 SH   SOLE 0 23,768 0 0
PATTERSON-UTI ENERGY INC COM 703481101   189,680 17,563 SH   SOLE 0 17,563 0 0
PAYLOCITY HLDG CORP COM 70438V106   250,407 1,519 SH   SOLE 0 1,519 0 0
PAYPAL HLDGS INC COM 70450Y103   319,762 5,207 SH   SOLE 0 5,207 0 0
PFIZER INC COM 717081103   268,870 9,339 SH   SOLE 0 9,339 0 0
PHILIP MORRIS INTL INC COM 718172109   401,345 4,266 SH   SOLE 0 4,266 0 0
PPL CORP COM 69351T106   458,207 16,908 SH   SOLE 0 16,908 0 0
PROCORE TECHNOLOGIES INC COM 74275K108   319,796 4,620 SH   SOLE 0 4,620 0 0
PURE STORAGE INC CL A 74624M102   342,550 9,606 SH   SOLE 0 9,606 0 0
RH COM 74967X103   242,220 831 SH   SOLE 0 831 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104   381,042 1,502 SH   SOLE 0 1,502 0 0
SCHLUMBERGER LTD COM STK 806857108   246,045 4,728 SH   SOLE 0 4,728 0 0
SEAWORLD ENTMT INC COM 81282V100   258,761 4,898 SH   SOLE 0 4,898 0 0
SEI INVTS CO COM 784117103   203,233 3,198 SH   SOLE 0 3,198 0 0
SHIFT4 PMTS INC CL A 82452J109   294,015 3,955 SH   SOLE 0 3,955 0 0
SHOCKWAVE MED INC COM 82489T104   260,877 1,369 SH   SOLE 0 1,369 0 0
STARBUCKS CORP COM 855244109   232,632 2,423 SH   SOLE 0 2,423 0 0
SYSCO CORP COM 871829107   343,492 4,697 SH   SOLE 0 4,697 0 0
TENET HEALTHCARE CORP COM NEW 88033G407   226,030 2,991 SH   SOLE 0 2,991 0 0
TERADYNE INC COM 880770102   245,255 2,260 SH   SOLE 0 2,260 0 0
THE TRADE DESK INC COM CL A 88339J105   292,733 4,068 SH   SOLE 0 4,068 0 0
TOAST INC CL A 888787108   417,442 22,861 SH   SOLE 0 22,861 0 0
TORO CO COM 891092108   220,297 2,295 SH   SOLE 0 2,295 0 0
TREX CO INC COM 89531P105   276,105 3,335 SH   SOLE 0 3,335 0 0
TRINET GROUP INC COM 896288107   220,853 1,857 SH   SOLE 0 1,857 0 0
UDR INC COM 902653104   349,320 9,123 SH   SOLE 0 9,123 0 0
V F CORP COM 918204108   194,411 10,341 SH   SOLE 0 10,341 0 0
VERISIGN INC COM 92343E102   363,725 1,766 SH   SOLE 0 1,766 0 0
VERISK ANALYTICS INC COM 92345Y106   221,423 927 SH   SOLE 0 927 0 0
WEATHERFORD INTL PLC ORD SHS G48833118   254,945 2,606 SH   SOLE 0 2,606 0 0
WESTERN UN CO COM 959802109   300,730 25,229 SH   SOLE 0 25,229 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104   262,461 5,898 SH   SOLE 0 5,898 0 0
WYNN RESORTS LTD COM 983134107   295,834 3,247 SH   SOLE 0 3,247 0 0
XCEL ENERGY INC COM 98389B100   332,581 5,372 SH   SOLE 0 5,372 0 0
YUM BRANDS INC COM 988498101   273,471 2,093 SH   SOLE 0 2,093 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104   347,815 18,811 SH   SOLE 0 18,811 0 0