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
APPLE INC. COM 037833100   59,345,835 267,167 SH   SOLE   264,850 0 2,317
ROPER TECHNOLOGIES INC COM 776696106   39,357,949 66,756 SH   SOLE   65,972 0 784
INTERNATIONAL BUSINESS MACHINE COM 459200101   39,155,947 157,468 SH   SOLE   155,431 0 2,037
ALPHABET INC COM 02079K305   37,462,878 242,259 SH   SOLE   240,527 0 1,732
KLA CORP COM 482480100   36,355,815 53,480 SH   SOLE   52,742 0 738
META PLATFORMS INC COM 30303M102   36,333,706 63,040 SH   SOLE   62,311 0 729
CISCO SYSTEMS INCORPORATED COM 17275R102   35,862,694 581,149 SH   SOLE   568,913 0 12,236
VERIZON COMMUNICATIONS COM 92343V104   31,950,474 704,376 SH   SOLE   690,638 0 13,738
ORACLE CORP COM 68389X105   31,942,696 228,472 SH   SOLE   225,502 0 2,970
ADOBE INC COM 00724F101   31,359,330 81,765 SH   SOLE   80,621 0 1,144
APPLIED MATERIALS, INC. COM 038222105   30,704,866 211,583 SH   SOLE   208,595 0 2,988
HP INC COM 40434L105   30,110,680 1,087,421 SH   SOLE   1,067,953 0 19,468
MASTERCARD, INC. COM 57636Q104   27,581,155 50,320 SH   SOLE   49,665 0 655
LKQ CORPORATION COM 501889208   26,798,562 629,962 SH   SOLE   622,468 0 7,494
DARDEN RESTAURANTS, INC. COM 237194105   26,664,550 128,343 SH   SOLE   125,367 0 2,976
TRAVELERS COMPANIES INC COM 89417E109   24,641,846 93,177 SH   SOLE   90,993 0 2,184
LOWE'S COMPANIES INC. COM 548661107   23,647,832 101,393 SH   SOLE   100,258 0 1,135
MICROSOFT CORPORATION COM 594918104   23,618,413 62,917 SH   SOLE   62,337 0 580
DR HORTON INC COM 23331A109   22,632,904 178,030 SH   SOLE   176,193 0 1,837
WALT DISNEY CO COM 254687106   22,534,334 228,311 SH   SOLE   225,439 0 2,872
FISERV, INC. COM 337738108   22,452,007 101,671 SH   SOLE   100,342 0 1,329
APTIV PLC COM G3265R107   22,378,545 376,110 SH   SOLE   371,640 0 4,470
METLIFE, INC. COM 59156R108   22,005,228 274,072 SH   SOLE   270,791 0 3,281
JPMORGAN CHASE & CO. COM 46625H100   21,930,355 89,402 SH   SOLE   87,138 0 2,264
AMERIPRISE FINANCIAL, INC. COM 03076C106   21,617,197 44,653 SH   SOLE   43,617 0 1,036
NVIDIA CORPORATION COM 67066G104   21,211,700 195,716 SH   SOLE   195,716 0 0
CBRE GROUP INCORPORATED COM 12504L109   21,013,077 160,675 SH   SOLE   158,710 0 1,965
BANK OF AMERICA CORPORATION COM 060505104   20,007,091 479,441 SH   SOLE   473,130 0 6,311
UNION PACIFIC CORPORATION COM 907818108   19,552,795 82,765 SH   SOLE   81,776 0 989
WESTINGHOUSE AIR BRAKE TECHNOL COM 929740108   17,704,406 97,626 SH   SOLE   96,443 0 1,183
KEURIG DR PEPPER INC COM 49271V100   17,691,537 516,994 SH   SOLE   512,265 0 4,729
TYSON FOODS, INC. COM 902494103   17,227,167 269,976 SH   SOLE   266,486 0 3,490
CVS HEALTH CORP COM 126650100   17,169,686 253,427 SH   SOLE   250,800 0 2,627
MCKESSON CORPORATION COM 58155Q103   16,929,270 25,155 SH   SOLE   24,838 0 317
UNITED RENTALS INC COM 911363109   16,766,842 26,754 SH   SOLE   26,450 0 304
CUMMINS INC COM 231021106   16,656,406 53,141 SH   SOLE   52,521 0 620
MERCK & CO. , INC. COM 58933Y105   15,779,404 175,796 SH   SOLE   171,841 0 3,955
QUANTA SERVICES INCORPORATED COM 74762E102   14,881,131 58,546 SH   SOLE   57,867 0 679
CONSTELLATION BRANDS, INC. COM 21036P108   14,805,176 80,673 SH   SOLE   79,651 0 1,022
THERMO FISHER SCIENTIFIC INC. COM 883556102   14,042,124 28,220 SH   SOLE   27,924 0 296
CHEVRON CORP COM 166764100   13,914,204 83,174 SH   SOLE   80,677 0 2,497
VALERO ENERGY CORP COM 91913Y100   13,179,740 99,794 SH   SOLE   98,693 0 1,101
STRYKER CORPORATION COM 863667101   12,865,895 34,563 SH   SOLE   34,083 0 480
DTE ENERGY COMPANY COM 233331107   12,664,924 91,596 SH   SOLE   90,361 0 1,235
TARGET CORPORATION COM 87612E106   12,655,714 121,270 SH   SOLE   118,226 0 3,044
REGENERON PHARMACEUTICALS INCO COM 75886F107   12,553,371 19,793 SH   SOLE   19,589 0 204
CONOCOPHILLIPS COM 20825C104   12,263,856 116,776 SH   SOLE   115,421 0 1,355
PUBLIC SERVICE ENTERPRISE GROU COM 744573106   11,800,478 143,380 SH   SOLE   138,419 0 4,961
DANAHER CORP COM 235851102   11,613,800 56,653 SH   SOLE   55,959 0 694
INCYTE CORP COM 45337C102   11,312,617 186,831 SH   SOLE   184,253 0 2,578
SHERWIN-WILLIAMS CO COM 824348106   10,850,943 31,075 SH   SOLE   30,659 0 416
CELANESE CORPORATION COM 150870103   7,898,894 139,139 SH   SOLE   138,002 0 1,137
VISA INCORPORATION COM 92826C839   7,131,160 20,348 SH   SOLE   20,348 0 0
BROADCOM INC COM 11135F101   6,715,282 40,108 SH   SOLE   40,108 0 0
JOHNSON & JOHNSON COM 478160104   5,337,560 32,185 SH   SOLE   30,631 0 1,554
ABBVIE INC COM 00287Y109   5,158,592 24,621 SH   SOLE   23,296 0 1,325
ISHARES RUSSELL 1000 VALUE COM 464287598   4,101,888 21,800 SH   SOLE   21,800 0 0
T-MOBILE US INC COM 872590104   3,406,420 12,772 SH   SOLE   12,772 0 0
ACCENTURE PLC COM G1151C101   3,075,778 9,857 SH   SOLE   9,156 0 701
AMGEN INC COM 031162100   2,785,880 8,942 SH   SOLE   8,942 0 0
AT&T INC COM 00206R102   2,545,907 90,025 SH   SOLE   90,025 0 0
GILEAD SCIENCES, INC. COM 375558103   2,539,053 22,660 SH   SOLE   22,660 0 0
BRISTOL-MYERS SQUIBB COMPANY COM 110122108   2,336,466 38,309 SH   SOLE   38,309 0 0
MARATHON PETROLEUM CORP COM 56585A102   2,074,480 14,239 SH   SOLE   12,584 0 1,655
O'REILLY AUTOMOTIVE, INC. COM 67103H107   2,072,943 1,447 SH   SOLE   1,447 0 0
AON PLC COM G0403H108   2,032,964 5,094 SH   SOLE   5,094 0 0
QUALCOMM INCORPORATED COM 747525103   2,017,975 13,137 SH   SOLE   13,137 0 0
NORFOLK SOUTHERN CORPORATION COM 655844108   1,892,668 7,991 SH   SOLE   6,814 0 1,177
BOOKING HOLDINGS INC COM 09857L108   1,847,371 401 SH   SOLE   401 0 0
COMCAST CORP COM 20030N101   1,840,351 49,874 SH   SOLE   49,874 0 0
TEXAS INSTRUMENTS INCORPORATED COM 882508104   1,828,088 10,173 SH   SOLE   10,173 0 0
INTUIT INC COM 461202103   1,789,781 2,915 SH   SOLE   2,915 0 0
CATERPILLAR INC. COM 149123101   1,723,205 5,225 SH   SOLE   5,225 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   1,676,992 3,459 SH   SOLE   3,459 0 0
PACCAR INC COM 693718108   1,651,785 16,964 SH   SOLE   14,654 0 2,310
AUTOZONE, INC. COM 053332102   1,635,683 429 SH   SOLE   429 0 0
AUTOMATIC DATA PROCESSING, INC COM 053015103   1,525,511 4,993 SH   SOLE   4,993 0 0
CHUBB LTD COM H1467J104   1,513,876 5,013 SH   SOLE   5,013 0 0
LAM RESEARCH CORPORATION COM 512807108   1,507,289 20,733 SH   SOLE   19,596 0 1,137
HILTON WORLDWIDE HOLDINGS INC COM 43300A203   1,484,309 6,523 SH   SOLE   6,180 0 343
AMERICAN TOWER CORPORATION COM 03027X100   1,447,040 6,650 SH   SOLE   6,650 0 0
CIGNA GROUP COM 125523100   1,413,055 4,295 SH   SOLE   4,295 0 0
ELEVANCE HEALTH INC COM 036752103   1,407,966 3,237 SH   SOLE   3,237 0 0
HCA HEALTHCARE INC COM 40412C101   1,398,786 4,048 SH   SOLE   4,048 0 0
LYONDELLBASELL INDUSTRIES NV COM N53745100   1,392,301 19,777 SH   SOLE   16,513 0 3,264
HUNTINGTON BANCSHARES INCORPOR COM 446150104   1,379,134 91,881 SH   SOLE   74,892 0 16,989
CENCORA INC COM 03073E105   1,362,919 4,901 SH   SOLE   4,901 0 0
MONDELEZ INTERNATIONAL INCORPO COM 609207105   1,354,286 19,960 SH   SOLE   19,960 0 0
CHARTER COMMUNICATIONS INC COM 16119P108   1,338,132 3,631 SH   SOLE   3,631 0 0
LOCKHEED MARTIN CORPORATION COM 539830109   1,332,089 2,982 SH   SOLE   2,982 0 0
MARRIOTT INTERNATIONAL, INC. COM 571903202   1,318,199 5,534 SH   SOLE   5,233 0 301
CHENIERE ENERGY, INC. COM 16411R208   1,304,865 5,639 SH   SOLE   5,639 0 0
PHILLIPS 66 COM 718546104   1,269,127 10,278 SH   SOLE   10,278 0 0
GENERAL MOTORS COMPANY COM 37045V100   1,263,367 26,863 SH   SOLE   26,863 0 0
MICRON TECHNOLOGY, INC. COM 595112103   1,247,827 14,361 SH   SOLE   14,361 0 0
FAIR ISAAC CORP. COM 303250104   1,215,301 659 SH   SOLE   612 0 47
UGI CORPORATION COM 902681105   1,202,392 36,359 SH   SOLE   27,295 0 9,064
3M COMPANY COM 88579Y101   1,148,886 7,823 SH   SOLE   7,823 0 0
NORTHROP GRUMMAN CORPORATION COM 666807102   1,136,150 2,219 SH   SOLE   2,219 0 0
INGREDION INCORPORATION COM 457187102   1,132,384 8,375 SH   SOLE   6,398 0 1,977
ZOETIS INC COM 98978V103   1,116,656 6,782 SH   SOLE   6,782 0 0
CSX CORP COM 126408103   1,111,924 37,782 SH   SOLE   36,980 0 802
YUM! BRANDS, INC. COM 988498101   1,105,454 7,025 SH   SOLE   7,025 0 0
PARKER-HANNIFIN CORP COM 701094104   1,075,287 1,769 SH   SOLE   1,769 0 0
GENERAL DYNAMICS CORPORATION COM 369550108   1,067,151 3,915 SH   SOLE   3,915 0 0
EDWARDS LIFESCIENCES CORPORATI COM 28176E108   1,045,814 14,429 SH   SOLE   13,383 0 1,046
OTIS WORLDWIDE CORP COM 68902V107   1,031,484 9,995 SH   SOLE   9,995 0 0
DELL TECHNOLOGIES INC COM 24703L202   1,017,599 11,164 SH   SOLE   11,164 0 0
MONSTER BEVERAGE CORP COM 61174X109   1,008,241 17,229 SH   SOLE   16,374 0 855
ABBOTT LABORATORIES COM 002824100   995,804 7,507 SH   SOLE   5,515 0 1,992
RTX CORP COM 75513E101   990,139 7,475 SH   SOLE   5,382 0 2,093
CONSOLIDATED EDISON, INC. COM 209115104   976,731 8,832 SH   SOLE   8,832 0 0
FORTINET INCORPORATION COM 34959E109   975,788 10,137 SH   SOLE   10,137 0 0
KENVUE INC COM 49177J102   959,128 39,997 SH   SOLE   39,997 0 0
KROGER CO COM 501044101   955,241 14,112 SH   SOLE   14,112 0 0
SCHLUMBERGER NV COM 806857108   948,735 22,697 SH   SOLE   22,697 0 0
NOVARTIS AG COM 66987V109   941,560 8,446 SH   SOLE   6,249 0 2,197
US BANCORP COM 902973304   939,775 22,259 SH   SOLE   22,259 0 0
KRAFT HEINZ CO COM 500754106   923,368 30,344 SH   SOLE   30,344 0 0
UNILEVER PLC COM 904767704   919,154 15,435 SH   SOLE   11,085 0 4,350
HASBRO INC COM 418056107   918,968 14,945 SH   SOLE   10,854 0 4,091
SIMON PROPERTY GROUP, INC. COM 828806109   914,769 5,508 SH   SOLE   5,346 0 162
OMEGA HEALTHCARE INVESTORS, IN COM 681936100   898,003 23,582 SH   SOLE   16,807 0 6,775
DISCOVER FINANCIAL SERVICES COM 254709108   880,471 5,158 SH   SOLE   5,158 0 0
CROWN CASTLE INC COM 22822V101   880,222 8,445 SH   SOLE   8,445 0 0
MOTOROLA SOLUTIONS INCORPORATI COM 620076307   879,122 2,008 SH   SOLE   2,008 0 0
HERSHEY CO COM 427866108   873,108 5,105 SH   SOLE   5,105 0 0
ARCH CAPITAL GROUP LTD. COM G0450A105   872,834 9,075 SH   SOLE   9,075 0 0
PAYPAL HOLDINGS INC COM 70450Y103   870,892 13,347 SH   SOLE   13,347 0 0
ELI LILLY AND COMPANY COM 532457108   870,509 1,054 SH   SOLE   775 0 279
HARTFORD INSURANCE GROUP INC COM 416515104   868,090 7,016 SH   SOLE   7,016 0 0
COGNIZANT TECHNOLOGY SOLUTIONS COM 192446102   854,352 11,168 SH   SOLE   11,168 0 0
TRUIST FINANCIAL CORP COM 89832Q109   849,254 20,638 SH   SOLE   14,479 0 6,159
IDEXX LABORATORIES INCORPORATE COM 45168D104   847,039 2,017 SH   SOLE   2,017 0 0
FEDEX CORPORATION COM 31428X106   837,872 3,437 SH   SOLE   3,437 0 0
STATE STREET CORP COM 857477103   835,136 9,328 SH   SOLE   6,595 0 2,733
CARDINAL HEALTH, INC. COM 14149Y108   833,371 6,049 SH   SOLE   6,049 0 0
PNC FINANCIAL SERVICES GROUP I COM 693475105   830,513 4,725 SH   SOLE   3,278 0 1,447
PRUDENTIAL FINANCIAL, INCORPOR COM 744320102   825,092 7,388 SH   SOLE   5,366 0 2,022
GARTNER INCORPORATED COM 366651107   816,394 1,945 SH   SOLE   1,945 0 0
HOME DEPOT INC COM 437076102   816,173 2,227 SH   SOLE   1,590 0 637
ELECTRONIC ARTS, INC. COM 285512109   810,902 5,611 SH   SOLE   5,106 0 505
SEMPRA COM 816851109   808,794 11,334 SH   SOLE   7,801 0 3,533
RESMED INC. COM 761152107   803,174 3,588 SH   SOLE   3,588 0 0
LULULEMON ATHLETICA INCORPORAT COM 550021109   801,060 2,830 SH   SOLE   2,830 0 0
SYNOPSYS, INC. COM 871607107   796,803 1,858 SH   SOLE   1,858 0 0
CORTEVA INC COM 22052L104   795,435 12,640 SH   SOLE   12,640 0 0
IQVIA HOLDINGS INC COM 46266C105   789,295 4,477 SH   SOLE   4,477 0 0
EQT CORPORATION COM 26884L109   787,238 14,734 SH   SOLE   14,734 0 0
AGILENT TECHNOLOGIES, INC. COM 00846U101   783,532 6,698 SH   SOLE   6,698 0 0
HUMANA INC COM 444859102   778,718 2,943 SH   SOLE   2,943 0 0
LENNAR CORPORATION COM 526057104   776,028 6,761 SH   SOLE   6,761 0 0
WARNER BROS DISCOVERY INC COM 934423104   767,764 71,553 SH   SOLE   64,124 0 7,429
EXTRA SPACE STORAGE INCORPORAT COM 30225T102   761,160 5,126 SH   SOLE   4,976 0 150
CENTENE CORPORATION COM 15135B101   758,086 12,487 SH   SOLE   12,487 0 0
GE HEALTHCARE TECHNOLOGIES INC COM 36266G107   751,894 9,316 SH   SOLE   9,316 0 0
VERISIGN, INC COM 92343E102   739,523 2,913 SH   SOLE   2,457 0 456
EBAY INCORPORATED COM 278642103   731,078 10,794 SH   SOLE   10,794 0 0
EATON CORP PLC COM G29183103   715,457 2,632 SH   SOLE   1,813 0 819
GENERAL MILLS, INC. COM 370334104   709,528 11,867 SH   SOLE   11,867 0 0
NUCOR CORP COM 670346105   698,574 5,805 SH   SOLE   5,805 0 0
INGERSOLL RAND INC COM 45687V106   697,782 8,719 SH   SOLE   8,719 0 0
WHIRLPOOL CORPORATION COM 963320106   686,700 7,619 SH   SOLE   5,236 0 2,383
CBOE GLOBAL MARKETS INC COM 12503M108   685,206 3,028 SH   SOLE   2,664 0 364
FOX CORP COM 35137L105   683,105 12,069 SH   SOLE   12,069 0 0
FERGUSON ENTERPRISES INC COM 31488V107   674,248 4,208 SH   SOLE   4,208 0 0
RAYMOND JAMES FINANCIAL, INC. COM 754730109   653,572 4,705 SH   SOLE   4,705 0 0
METTLER-TOLEDO INTERNATIONAL I COM 592688105   638,872 541 SH   SOLE   541 0 0
DELTA AIR LINES INC COM 247361702   637,170 14,614 SH   SOLE   14,614 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   636,822 4,252 SH   SOLE   4,252 0 0
FORTIVE CORP COM 34959J108   636,007 8,691 SH   SOLE   8,691 0 0
MICROCHIP TECHNOLOGY INCORPORA COM 595017104   635,526 13,128 SH   SOLE   13,128 0 0
PPG INDUSTRIES, INC. COM 693506107   623,295 5,700 SH   SOLE   5,700 0 0
FIRST CITIZENS BANCSHARES INC COM 31946M103   622,984 336 SH   SOLE   336 0 0
FIFTH THIRD BANCORP COM 316773100   618,929 15,789 SH   SOLE   15,789 0 0
WATERS CORP COM 941848103   618,092 1,677 SH   SOLE   1,470 0 207
DEVON ENERGY CORPORATION COM 25179M103   609,321 16,292 SH   SOLE   16,292 0 0
MSCI INC. COM 55354G100   607,913 1,075 SH   SOLE   1,075 0 0
VERALTO CORP COM 92338C103   607,121 6,230 SH   SOLE   6,230 0 0
CORPAY INC COM 219948106   605,378 1,736 SH   SOLE   1,736 0 0
LPL FINANCIAL HOLDINGS INCORPO COM 50212V100   603,900 1,846 SH   SOLE   1,846 0 0
ARCHER-DANIELS-MIDLAND CO COM 039483102   565,510 11,779 SH   SOLE   11,779 0 0
NVR INC. COM 62944T105   557,818 77 SH   SOLE   77 0 0
HALLIBURTON COMPANY COM 406216101   550,554 21,701 SH   SOLE   21,701 0 0
ZOOM COMMUNICATIONS INC COM 98980L101   543,390 7,366 SH   SOLE   7,366 0 0
PULTEGROUP, INCORPORATION COM 745867101   541,550 5,268 SH   SOLE   5,268 0 0
CDW CORP COM 12514G108   532,704 3,324 SH   SOLE   3,324 0 0
UNITED AIRLINES HOLDINGS INC COM 910047109   530,718 7,686 SH   SOLE   7,686 0 0
COTERRA ENERGY INC COM 127097103   523,726 18,122 SH   SOLE   18,122 0 0
SYNCHRONY FINANCIAL COM 87165B103   513,465 9,699 SH   SOLE   9,699 0 0
FACTSET RESEARCH SYSTEMS INC. COM 303075105   505,560 1,112 SH   SOLE   960 0 152
NRG ENERGY, INC. COM 629377508   492,765 5,162 SH   SOLE   5,162 0 0
REGIONS FINANCIAL CORP COM 7591EP100   492,467 22,663 SH   SOLE   22,663 0 0
DOMINO' S PIZZA, INC. COM 25754A201   488,855 1,064 SH   SOLE   872 0 192
DOLLAR GENERAL CORPORATION COM 256677105   487,220 5,541 SH   SOLE   5,541 0 0
EXPAND ENERGY CORP COM 165167735   483,351 4,342 SH   SOLE   4,342 0 0
PRINCIPAL FINANCIAL GROUP, INC COM 74251V102   481,837 5,711 SH   SOLE   5,711 0 0
STEEL DYNAMICS INC COM 858119100   479,181 3,831 SH   SOLE   3,831 0 0
MOLINA HEALTHCARE, INC. COM 60855R100   476,957 1,448 SH   SOLE   1,448 0 0
PTC INC COM 69370C100   464,540 2,998 SH   SOLE   2,998 0 0
INTERNATIONAL PAPER COMPANY COM 460146103   462,491 8,669 SH   SOLE   8,669 0 0
COREBRIDGE FINANCIAL INC COM 21871X109   460,512 14,587 SH   SOLE   14,587 0 0
LEIDOS HOLDINGS INC COM 525327102   448,271 3,322 SH   SOLE   3,322 0 0
SNAP-ON INCORPORATED COM 833034101   444,853 1,320 SH   SOLE   1,320 0 0
NETAPP INC COM 64110D104   442,801 5,041 SH   SOLE   5,041 0 0
SUPER MICRO COMPUTER INC COM 86800U104   442,278 12,917 SH   SOLE   12,917 0 0
ON SEMICONDUCTOR CORPORATION COM 682189105   424,926 10,443 SH   SOLE   10,443 0 0
OMNICOM GROUP INCORPORATED COM 681919106   424,748 5,123 SH   SOLE   5,123 0 0
ULTA BEAUTY INC COM 90384S303   421,888 1,151 SH   SOLE   1,151 0 0
GENUINE PARTS COMPANY COM 372460105   413,654 3,472 SH   SOLE   3,472 0 0
GEN DIGITAL INC COM 668771108   406,089 15,301 SH   SOLE   15,301 0 0
DOLLAR TREE, INCORPORATION COM 256746108   402,901 5,367 SH   SOLE   5,367 0 0
RELIANCE INC COM 759509102   401,651 1,391 SH   SOLE   1,391 0 0
DAVITA INC COM 23918K108   401,240 2,623 SH   SOLE   2,118 0 505
JABIL INC COM 466313103   399,229 2,934 SH   SOLE   2,934 0 0
BEST BUY CO., INC. COM 086516101   389,176 5,287 SH   SOLE   5,287 0 0
BALL CORPORATION COM 058498106   384,381 7,382 SH   SOLE   7,382 0 0
F5 INC COM 315616102   382,896 1,438 SH   SOLE   1,438 0 0
MASCO CORPORATION COM 574599106   376,907 5,420 SH   SOLE   5,420 0 0
UNUM GROUP COM 91529Y106   375,449 4,609 SH   SOLE   4,609 0 0
BJS WHOLESALE CLUB HOLDINGS IN COM 05550J101   375,389 3,290 SH   SOLE   3,290 0 0
J B HUNT TRANSPORT SERVICES IN COM 445658107   368,543 2,491 SH   SOLE   2,491 0 0
PENTAIR PLC COM G7S00T104   362,517 4,144 SH   SOLE   4,144 0 0
CF INDUSTRIES HOLDINGS, INC. COM 125269100   359,256 4,597 SH   SOLE   4,597 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103   356,843 17,648 SH   SOLE   17,648 0 0
HOLOGIC INC COM 436440101   354,807 5,744 SH   SOLE   5,744 0 0
BUILDERS FIRSTSOURCE, INC. COM 12008R107   354,455 2,837 SH   SOLE   2,837 0 0
ROYALTY PHARMA PLC COM G7709Q104   350,679 11,265 SH   SOLE   11,265 0 0
UNITED THERAPEUTICS CORPORATIO COM 91307C102   348,962 1,132 SH   SOLE   1,132 0 0
CNA FINANCIAL CORPORATION COM 126117100   346,845 6,829 SH   SOLE   6,829 0 0
WP CAREY INC COM 92936U109   346,474 5,490 SH   SOLE   5,490 0 0
AMCOR LIMITED COM G0250X107   345,233 35,591 SH   SOLE   35,591 0 0
CAMDEN PROPERTY TRUST COM 133131102   334,735 2,737 SH   SOLE   2,737 0 0
TEXTRON INC. COM 883203101   334,229 4,626 SH   SOLE   4,626 0 0
BOOZ ALLEN HAMILTON HOLDING CO COM 099502106   332,774 3,182 SH   SOLE   3,182 0 0
SOLVENTUM CORP COM 83444M101   324,387 4,266 SH   SOLE   4,266 0 0
REINSURANCE GROUP OF AMERICA, COM 759351604   323,507 1,643 SH   SOLE   1,643 0 0
WESTLAKE CORP COM 960413102   323,297 3,232 SH   SOLE   3,232 0 0
RENAISSANCERE HOLDINGS LTD. COM G7496G103   322,560 1,344 SH   SOLE   1,344 0 0
LIBERTY BROADBAND CORP COM 530307107   320,280 3,768 SH   SOLE   3,768 0 0
ENTEGRIS, INC. COM 29362U104   319,739 3,655 SH   SOLE   3,655 0 0
ALBERTSONS COMPANIES INC COM 013091103   319,229 14,517 SH   SOLE   14,517 0 0
TENET HEALTHCARE CORPORATION COM 88033G407   314,327 2,337 SH   SOLE   2,337 0 0
ALLEGION PLC COM G0176J109   314,017 2,407 SH   SOLE   2,180 0 227
EAST WEST BANCORP INCORPORATED COM 27579R104   309,133 3,444 SH   SOLE   3,444 0 0
OWENS-CORNING COM 690742101   308,206 2,158 SH   SOLE   2,158 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103   302,490 3,847 SH   SOLE   3,847 0 0
JUNIPER NETWORKS INC COM 48203R104   300,920 8,315 SH   SOLE   8,315 0 0
PAYCOM SOFTWARE INC COM 70432V102   298,444 1,366 SH   SOLE   1,366 0 0
GLOBE LIFE INC COM 37959E102   294,394 2,235 SH   SOLE   2,235 0 0
LAMAR ADVERTISING CO COM 512816109   290,935 2,557 SH   SOLE   2,557 0 0
PERMIAN RESOURCES CORP COM 71424F105   276,266 19,947 SH   SOLE   19,947 0 0
EXELIXIS, INC. COM 30161Q104   271,768 7,361 SH   SOLE   7,361 0 0
INTERPUBLIC GROUP OF COMPANIES COM 460690100   270,948 9,976 SH   SOLE   9,976 0 0
BXP INC COM 101121101   268,357 3,994 SH   SOLE   3,994 0 0
OLD REPUBLIC INTERNATIONAL COR COM 680223104   263,009 6,706 SH   SOLE   6,706 0 0
TOLL BROTHERS, INC. COM 889478103   261,758 2,479 SH   SOLE   2,479 0 0
BUNGE GLOBAL SA COM H11356104   261,127 3,417 SH   SOLE   3,417 0 0
VIATRIS INC COM 92556V106   260,194 29,873 SH   SOLE   29,873 0 0
AMDOCS LTD COM G02602103   257,573 2,815 SH   SOLE   2,815 0 0
PAYLOCITY HOLDING CORP COM 70438V106   254,782 1,360 SH   SOLE   1,360 0 0
SKYWORKS SOLUTIONS, INC. COM 83088M102   252,509 3,907 SH   SOLE   3,907 0 0
CLEAN HARBORS, INC. COM 184496107   252,091 1,279 SH   SOLE   1,279 0 0
HOST HOTELS & RESORTS INC COM 44107P104   248,689 17,501 SH   SOLE   17,501 0 0
BELLRING BRANDS INC COM 07831C103   244,973 3,290 SH   SOLE   3,290 0 0
PENSKE AUTOMOTIVE GROUP INC COM 70959W103   240,159 1,668 SH   SOLE   1,668 0 0
PRIMERICA, INC COM 74164M108   238,721 839 SH   SOLE   839 0 0
OGE ENERGY CORPORATION COM 670837103   236,924 5,155 SH   SOLE   5,155 0 0
MEDPACE HOLDINGS INC COM 58506Q109   233,088 765 SH   SOLE   765 0 0
DT MIDSTREAM INC COM 23345M107   232,517 2,410 SH   SOLE   2,410 0 0
CORE & MAIN INC COM 21874C102   230,680 4,775 SH   SOLE   4,775 0 0
TOPBUILD CORP COM 89055F103   230,542 756 SH   SOLE   756 0 0
UNITED STATES STEEL CORPORATIO COM 912909108   229,218 5,424 SH   SOLE   5,424 0 0
GENPACT LIMITED COM G3922B107   221,622 4,399 SH   SOLE   4,399 0 0
SIRIUS XM HOLDINGS INC COM 829933100   220,468 9,779 SH   SOLE   9,779 0 0
WEBSTER FINANCIAL CORPORATION COM 947890109   219,036 4,249 SH   SOLE   4,249 0 0
MGM RESORTS INTERNATIONAL COM 552953101   217,320 7,332 SH   SOLE   7,332 0 0
DROPBOX INC COM 26210C104   216,244 8,096 SH   SOLE   8,096 0 0
ANTERO MIDSTREAM CORP COM 03676B102   215,190 11,955 SH   SOLE   11,955 0 0
MATCH GROUP INC COM 57667L107   214,656 6,880 SH   SOLE   6,880 0 0
CIENA CORP COM 171779309   214,647 3,552 SH   SOLE   3,552 0 0
BIRKENSTOCK HOLDING PLC COM M2029K104   213,982 4,667 SH   SOLE   4,667 0 0
SKECHERS U.S.A. INCORPORATED COM 830566105   213,550 3,761 SH   SOLE   3,761 0 0
ENPHASE ENERGY INC COM 29355A107   210,784 3,397 SH   SOLE   3,397 0 0
AXIS CAPITAL HOLDINGS LTD COM G0692U109   209,903 2,094 SH   SOLE   2,094 0 0
MOSAIC CO COM 61945C103   208,625 7,724 SH   SOLE   7,724 0 0
ALLISON TRANSMISSION HOLDINGS COM 01973R101   206,073 2,154 SH   SOLE   2,154 0 0
ADVANCED DRAINAGE SYSTEMS INC COM 00790R104   206,000 1,896 SH   SOLE   1,896 0 0
CACI INTERNATIONAL INC COM 127190304   205,475 560 SH   SOLE   560 0 0
BRIXMOR PROPERTY GROUP INC COM 11120U105   204,807 7,714 SH   SOLE   7,714 0 0
CHURCHILL DOWNS INC COM 171484108   203,258 1,830 SH   SOLE   1,830 0 0
MIDDLEBY CORP COM 596278101   203,045 1,336 SH   SOLE   1,336 0 0
NNN REIT INC COM 637417106   202,971 4,759 SH   SOLE   4,759 0 0
ALBEMARLE CORPORATION COM 012653101   200,648 2,786 SH   SOLE   2,786 0 0