AON PLCSHS CL AG0403H1088660504 26725 SH SOLE 26725 0 0 ARCH CAP GROUP LTDORDG0450A10512911186 135026 SH SOLE 135026 0 0 ASSURED GUARANTY LTDCOMG0585R106781690 6664 SH SOLE 6664 0 0 AXIS CAP HLDGS LTDSHSG0692U109201399 1371 SH SOLE 1371 0 0 ACCENTURE PLC IRELANDSHS CLASS AG1151C10111619298 58817 SH SOLE 58817 0 0 CUSHMAN AND WAKEFIELD LTDCOMMON SHARESG2717C106697308 40135 SH SOLE 40135 0 0 EATON CORP PLCSHSG2918310314652585 42653 SH SOLE 42653 0 0 FGI INDUSTRIES LTDORD SHS NEWG3302D202880090 6396 SH SOLE 6396 0 0 FLEX LNG LTDSHSG3594720220471449 337980 SH SOLE 337980 0 0 FTAI AVIATION LTDSHSG3730V105850530 3718 SH SOLE 3718 0 0 GRAB HOLDINGS LIMITEDCLASS A ORDG4124C1091117139 316470 SH SOLE 316470 0 0 JAZZ PHARMACEUTICALS PLCSHS USDG508711052976867 11142 SH SOLE 11142 0 0 JOHNSON CONTROLS INTERNATIONSHSG515021051188333 9388 SH SOLE 9388 0 0 K-TECH SOLUTIONS CO LTDCL A ORD SHSG5321F10014453574 236711 SH SOLE 236711 0 0 LINDE PLCSHSG5495010325475241 51026 SH SOLE 51026 0 0 MEDTRONIC PLCSHSG5960L10317454863 203579 SH SOLE 203579 0 0 NU HLDGS LTDORD SHS CL AG6683N1032092996 154922 SH SOLE 154922 0 0 NVENT ELEC PLCSHSG6700G1071697899 10323 SH SOLE 10323 0 0 PENTAIR PLCSHSG7S00T1041676524 19961 SH SOLE 19961 0 0 SEAGATE TECHNOLOGY HLDNGS PLORD SHSG7997R10314094540 38889 SH SOLE 38889 0 0 SIGNET JEWELERS LIMITEDSHSG81276100277850 2350 SH SOLE 2350 0 0 STERIS PLCSHS USDG8473T1001706776 7780 SH SOLE 7780 0 0 TE CONNECTIVITY PLCORD SHSG8705210919375942 97543 SH SOLE 97543 0 0 TRANE TECHNOLOGIES PLCSHSG8994E1035588372 13835 SH SOLE 13835 0 0 CHUBB LTD SWITZCOMH1467J10414909489 45826 SH SOLE 45826 0 0 TRANSOCEAN LTDREGISTERED SHSH8817H100912047 94017 SH SOLE 94017 0 0 SPOTIFY TECHNOLOGY S ASHSL8681T1025323800 11208 SH SOLE 11208 0 0 AERCAP HOLDINGS NVSHSN0098510626994773 203706 SH SOLE 203706 0 0 NXP SEMICONDUCTORS N VCOMN6596X1092230316 11902 SH SOLE 11902 0 0 ROYAL CARIBBEAN GROUPCOMV7780T1037190289 27510 SH SOLE 27510 0 0 AES CORPCOM00130H105538503 26330 SH SOLE 26330 0 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INCCOM05156V102325443 15958 SH SOLE 15958 0 0 AUTODESK INCCOM05276910656557232 239665 SH SOLE 239665 0 0 BAKER HUGHES COMPANYCL A05722G10014551914 239814 SH SOLE 239814 0 0 BALL CORPCOM058498106337212 5811 SH SOLE 5811 0 0 BANK AMERICA CORPCOM06050510447429641 1004227 SH SOLE 1004227 0 0 BANK NEW YORK MELLON CORPCOM06405810011962249 103857 SH SOLE 103857 0 0 BANK7 CORPCOM06652N1073746449 18627 SH SOLE 18627 0 0 BERKSHIRE HATHAWAY INC DELCL A08467010837178694 78327 SH SOLE 78327 0 0 BIOCRYST PHARMACEUTICALS INCCOM09058V103555843 40321 SH SOLE 40321 0 0 BIOMARIN PHARMACEUTICAL INCCOM09061G1011745674 21841 SH SOLE 21841 0 0 BIOGEN INCCOM09062X103255095 1360 SH SOLE 1360 0 0 BLACKBAUD INCCOM09227Q100846948 15327 SH SOLE 15327 0 0 BLACKSTONE INCCOM09260D1072425403 21733 SH SOLE 21733 0 0 BLACKROCK INCCOM09290D1018485935 9085 SH SOLE 9085 0 0 BOOKING HOLDINGS INCCOM09857L10849471883 12015 SH SOLE 12015 0 0 BORGWARNER INCCOM099724106260947 3404 SH SOLE 3404 0 0 BOSTON SCIENTIFIC 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1226 SH SOLE 1226 0 0 CROWN CASTLE INCCOM22822V1012049529 25722 SH SOLE 25722 0 0 CUMMINS INCCOM2310211061293066 2527 SH SOLE 2527 0 0 CURTISS WRIGHT CORPCOM2315611016323760 10005 SH SOLE 10005 0 0 DTE ENERGY COCOM23333110712078432 82695 SH SOLE 82695 0 0 DXC TECHNOLOGY COCOM23355L106349276 20036 SH SOLE 20036 0 0 DANAHER CORP DELCOM2358511025577200 30329 SH SOLE 30329 0 0 DATADOG INCCL A COM23804L103343377 2965 SH SOLE 2965 0 0 DECKERS OUTDOOR CORPCOM24353710733450528 345951 SH SOLE 345951 0 0 DELL TECHNOLOGIES INCCL C24703L2021163817 7068 SH SOLE 7068 0 0 DEVON ENERGY CORP NEWCOM25179M10368471005 1326747 SH SOLE 1326747 0 0 DEXCOM INCCOM2521311071995470 32237 SH SOLE 32237 0 0 DIGITAL RLTY TR INCCOM2538681032638386 15061 SH SOLE 15061 0 0 DISNEY WALT COCOM25468710611608906 123080 SH SOLE 123080 0 0 DOCUSIGN INCCOM2561631062910243 42213 SH SOLE 42213 0 0 DOLLAR GEN CORPCOM2566771059456778 80251 SH SOLE 80251 0 0 DOMINOS PIZZA INCCOM25754A2019245616 26196 SH SOLE 26196 0 0 DOVER 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11658 SH SOLE 11658 0 0 OKTA INCCL A6792951057440889 98594 SH SOLE 98594 0 0 ON SEMICONDUCTOR CORPCOM682189105461700 8295 SH SOLE 8295 0 0 ONEOK INC NEWCOM6826801035356076 57617 SH SOLE 57617 0 0 ORACLE CORPCOM68389X10510144753 73089 SH SOLE 73089 0 0 OTIS WORLDWIDE CORPCOM68902V1075104187 66870 SH SOLE 66870 0 0 OVINTIV INCCOM69047Q1023185097 36000 SH SOLE 36000 0 0 PNC FINL SVCS GROUP INCCOM69347510516004343 79363 SH SOLE 79363 0 0 PPL CORPCOM69351T1063636689 95652 SH SOLE 95652 0 0 PACIRA BIOSCIENCES INCCOM695127100223160 6574 SH SOLE 6574 0 0 PALANTIR TECHNOLOGIES INCCL A69608A10823702891 172322 SH SOLE 172322 0 0 PARKER-HANNIFIN CORPCOM70109410417612097 20444 SH SOLE 20444 0 0 PAYPAL HLDGS INCCOM70450Y103878838 19674 SH SOLE 19674 0 0 PEGASYSTEMS INCCOM7055731032167473 35820 SH SOLE 35820 0 0 PENGUIN SOLUTIONS INCCOM706915105598258 25253 SH SOLE 25253 0 0 PEPSICO INCCOM71344810839410905 251313 SH SOLE 251313 0 0 PFIZER INCCOM71708110311888309 428099 SH SOLE 428099 0 0 PHILIP 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SOLE 53129 0 0 RTX CORPORATIONCOM75513E10114027828 74955 SH SOLE 74955 0 0 REDDIT INCCL A75734B1001745516 14062 SH SOLE 14062 0 0 REGENERON PHARMACEUTICALSCOM75886F10711135948 14862 SH SOLE 14862 0 0 REGIONS FINANCIAL CORP NEWCOM7591EP100344526 13650 SH SOLE 13650 0 0 REPUBLIC SVCS INCCOM7607591004572593 20627 SH SOLE 20627 0 0 RESMED INCCOM7611521074244599 19291 SH SOLE 19291 0 0 RINGCENTRAL INCCL A76680R2062746201 51975 SH SOLE 51975 0 0 ROBINHOOD MKTS INCCOM CL A770700102641891 9851 SH SOLE 9851 0 0 ROCKWELL AUTOMATION INCCOM77390310910988172 31529 SH SOLE 31529 0 0 ROSS STORES INCCOM77829610322665407 108556 SH SOLE 108556 0 0 RYDER SYS INCCOM783549108767424 2673 SH SOLE 2673 0 0 S&P GLOBAL INCCOM78409V10419011620 45527 SH SOLE 45527 0 0 SBA COMMUNICATIONS CORPCL A78410G1043577299 21064 SH SOLE 21064 0 0 SALESFORCE INCCOM79466L30222945385 124009 SH SOLE 124009 0 0 SANDISK CORPCOM80004C2001233518 1477 SH SOLE 1477 0 0 SLB LIMITEDCOM STK8068571087395431 143517 SH SOLE 143517 0 0 SCHWAB CHARLES CORPCOM80851310518827434 202315 SH SOLE 202315 0 0 SEA LTDSPONSORD ADS81141R1007496538 95729 SH SOLE 95729 0 0 SEALED AIR CORP NEWCOM81211K100456153 7454 SH SOLE 7454 0 0 SEMPRACOM816851109268106 2776 SH SOLE 2776 0 0 SERVICENOW INCCOM81762P10212926741 123147 SH SOLE 123147 0 0 SHERWIN WILLIAMS COCOM824348106526605 1667 SH SOLE 1667 0 0 SKYWORKS SOLUTIONS INCCOM83088M1022004712 26176 SH SOLE 26176 0 0 SNOWFLAKE INCCOM SHS8334451093475401 22616 SH SOLE 22616 0 0 SOLVENTUM CORPCOM SHS83444M1014314029 67991 SH SOLE 67991 0 0 SOUTHERN COCOM84258710710356777 106848 SH SOLE 106848 0 0 SOUTHWEST AIRLS COCOM8447411082030637 38358 SH SOLE 38358 0 0 STATE STR CORPCOM8574771033350236 27145 SH SOLE 27145 0 0 STRYKER CORPORATIONCOM86366710116523161 50669 SH SOLE 50669 0 0 SUN CMNTYS INCCOM866674104946626 7501 SH SOLE 7501 0 0 SYNCHRONY FINANCIALCOM87165B1036976861 105694 SH SOLE 105694 0 0 SYSCO CORPCOM8718291074708519 67944 SH SOLE 67944 0 0 TJX COS INC NEWCOM87254010926753505 171728 SH SOLE 171728 0 0 T-MOBILE US INCCOM87259010413128000 61363 SH SOLE 61363 0 0 TAPESTRY INCCOM87603010775452041 544596 SH SOLE 544596 0 0 TARGET CORPCOM87612E1061827787 15388 SH SOLE 15388 0 0 TARGA RES CORPCOM87612G10110496688 42310 SH SOLE 42310 0 0 TELADOC HEALTH INCCOM87918A105345236 46043 SH SOLE 46043 0 0 TELEDYNE TECHNOLOGIES INCCOM8793601053219394 5512 SH SOLE 5512 0 0 TENABLE HLDGS INCCOM88025T102376064 15111 SH SOLE 15111 0 0 TENCENT MUSIC ENTMT GROUPSPON ADS88034P1091065325 114428 SH SOLE 114428 0 0 TERADATA CORP DELCOM88076W1032235174 61908 SH SOLE 61908 0 0 TERADYNE INCCOM88077010230327984 108975 SH SOLE 108975 0 0 TESLA INCCOM88160R101103942834 292738 SH SOLE 292738 0 0 TEXAS INSTRS INCCOM8825081046266881 33617 SH SOLE 33617 0 0 TEXTRON INCCOM8832031017939116 92369 SH SOLE 92369 0 0 THE REALREAL INCCOM88339P101383906 32410 SH SOLE 32410 0 0 THERMO FISHER SCIENTIFIC INCCOM88355610219929276 41515 SH SOLE 41515 0 0 3M COCOM88579Y1014828720 33881 SH SOLE 33881 0 0 TRADEWEB MKTS INCCL A89267210635485939 303636 SH SOLE 303636 0 0 TRANSDIGM GROUP INCCOM8936411005734639 5062 SH SOLE 5062 0 0 TRANSUNIONCOM89400J107903134 13583 SH SOLE 13583 0 0 TRAVERE THERAPEUTICS INCCOM89422G107620984 15390 SH SOLE 15390 0 0 TRIMBLE INCCOM896239100999639 15984 SH SOLE 15984 0 0 TRUIST FINL CORPCOM89832Q10929763586 666747 SH SOLE 666747 0 0 TWILIO INCCL A90138F10224037882 197942 SH SOLE 197942 0 0 TYSON FOODS INCCL A9024941037120143 111671 SH SOLE 111671 0 0 US BANCORPCOM NEW9029733043627948 71304 SH SOLE 71304 0 0 UBER TECHNOLOGIES INCCOM90353T10018389965 263052 SH SOLE 263052 0 0 ULTA BEAUTY INCCOM90384S3032870787 5628 SH SOLE 5628 0 0 ULTRA CLEAN HLDGS INCCOM90385V107755223 9263 SH SOLE 9263 0 0 UNION PAC CORPCOM90781810813839934 57852 SH SOLE 57852 0 0 UNITED AIRLS HLDGS INCCOM9100471092703202 31724 SH SOLE 31724 0 0 UNITED PARCEL SVCS INCCL B9113121062653947 27951 SH SOLE 27951 0 0 UNITED THERAPEUTICS CORP DELCOM91307C10240429906 68608 SH SOLE 68608 0 0 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VIRTU FINL INCCL A9282541011908569 30540 SH SOLE 30540 0 0 VISA INCCOM CL A92826C83974680115 249316 SH SOLE 249316 0 0 VISTRA CORPCOM92840M1023380584 22913 SH SOLE 22913 0 0 WALMART INCCOM93114210368899786 557893 SH SOLE 557893 0 0 WASTE MGMT INC DELCOM94106L1092722037 11837 SH SOLE 11837 0 0 WATERS CORPCOM9418481031116273 3805 SH SOLE 3805 0 0 WELLS FARGO & COCOM94974610134195891 445259 SH SOLE 445259 0 0 WELLTOWER INCCOM95040Q1041451274 7431 SH SOLE 7431 0 0 WESTERN DIGITAL CORPCOM95810210514144861 56204 SH SOLE 56204 0 0 NEXT TECHNOLOGY HOLDING INCCOM9618843011699475 19354 SH SOLE 19354 0 0 WILLIAMS COS INCCOM969457100886236 12229 SH SOLE 12229 0 0 WOODWARD INCCOM980745103244119 490 SH SOLE 490 0 0 WORKDAY INCCL A98138H101449279 3489 SH SOLE 3489 0 0 XYLEM INCCOM98419M100464023 3994 SH SOLE 3994 0 0 YELP INCCL A9858171051095577 30271 SH SOLE 30271 0 0 ZEBRA TECHNOLOGIES CORPORATICL A98920710510885965 54621 SH SOLE 54621 0 0 ZOOMINFO TECHNOLOGIES INCCOMMON STOCK98980F1041895302 217628 SH SOLE 217628 0 0 ZOOM COMMUNICATIONS INCCL A98980L10129115062 370044 SH SOLE 370044 0 0 ZYMEWORKS INCCOM98985Y108850787 24090 SH SOLE 24090 0 0