10X GENOMICS INCCL A COM88025U10913941511926SHSOLE11926001ST SOURCE CORPCOM3369011033375955484SHSOLE5484003M COCOM88579Y101249622516086SHSOLE1608600AAR CORPCOM0003611053848644292SHSOLE429200ABBVIE INCCOM00287Y1093419851477SHSOLE147700ACADIAN ASSET MANAGEMENT INCCOM10948W1033569627412SHSOLE741200ACCENTURE PLC IRELANDSHS CLASS AG1151C1014739651922SHSOLE192200ACUITY INCCOM00508Y1023512781020SHSOLE102000ADAMAS TRUST INC.COM64960484034856350009SHSOLE5000900ADOBE INCCOM00724F1015368861522SHSOLE152200ADT INC DELCOM00090Q10317582920187SHSOLE2018700ADTRAN HOLDINGS INCCOM00486H10534555936840SHSOLE3684000ADVANCED MICRO DEVICES INCCOM0079031077002274328SHSOLE432800AEBI SCHMIDT HLDG AGCOMH0050110833470726841SHSOLE2684100AEROVIRONMENT INCCOM008073108248448789SHSOLE78900AERSALE CORPORATIONCOM00810F10621290725996SHSOLE2599600AES CORPCOM00130H10517451513261SHSOLE1326100AFFILIATED MANAGERS GROUP INCOM0082521083264111369SHSOLE136900AFLAC INCCOM0010551023995513577SHSOLE357700AGILENT TECHNOLOGIES INCCOM00846U1018544266657SHSOLE665700AGNC INVT CORPCOM00123Q10488135590026SHSOLE9002600AGNICO EAGLE MINES LTDCOM00847410814833288800SHSOLE880000AIR LEASE CORPCL A00912X30277863012233SHSOLE1223300AIRBNB INCCOM CL A0090661015819664793SHSOLE479300AKEBIA THERAPEUTICS INCCOM00972D1054977318232SHSOLE1823200ALASKA AIR GROUP INCCOM011659109125744325260SHSOLE2526000ALBEMARLE CORPCOM012653101102485112640SHSOLE1264000ALBEMARLE CORPCOM012653101567560070000SHCallSOLE7000000ALBERTSONS COS INCCOMMON STOCK01309110337425921374SHSOLE2137400ALCOA CORPCOM013872106246675075000SHPutSOLE7500000ALCOA CORPCOM013872106271858982657SHSOLE8265700ALEXANDER & BALDWIN INC NEWCOM01449110431456017293SHSOLE1729300ALIBABA GROUP HLDG LTDSPONSORED ADS01609W1024200162350SHSOLE235000ALIGHT INCCOM CL A01626W1017610523345SHSOLE2334500ALIGN TECHNOLOGY INCCOM0162551018295836625SHSOLE662500ALLEGION PLCORD SHSG0176J1099931605600SHSOLE560000ALLETE INCCOM NEW0185223003988656007SHSOLE600700ALLSTATE CORPCOM02000210112675085905SHSOLE590500ALNYLAM PHARMACEUTICALS INCCOM02043Q107368448808SHSOLE80800ALPHABET INCCAP STK CL C02079K1074827161982SHSOLE198200AMBARELLA INCSHSG037AX1012483853010SHSOLE301000AMER SPORTS INCCOM SHSG0260P10298224428266SHSOLE2826600AMEREN CORPCOM02360810214613200140000SHSOLE14000000AMERESCO INCCL A02361E1082015816003SHSOLE600300AMERICAN AIRLS GROUP INCCOM02376R10219917317720SHSOLE1772000AMERICAN EAGLE OUTFITTERS INCOM02553E10686840150754SHSOLE5075400AMERICAN ELEC PWR CO INCCOM0255371018838007856SHSOLE785600AMERICAN EXPRESS COCOM02581610914661544414SHSOLE441400AMERICAN INTL GROUP INCCOM NEW0268747845478956976SHSOLE697600AMERICAN TOWER CORP NEWCOM03027X1007221623755SHSOLE375500AMERICAN WTR WKS CO INC NEWCOM03042010312546599014SHSOLE901400AMERICOLD REALTY TRUST INCCOM03064D10814011111447SHSOLE1144700AMERIPRISE FINL INCCOM03076C10615464553148SHSOLE314800AMETEK INCCOM03110010015980008500SHSOLE850000AMGEN INCCOM0311621005189661839SHSOLE183900AMICUS THERAPEUTICS INCCOM03152W10929421637337SHSOLE3733700AMPHENOL CORP NEWCL A0320951011965151588SHSOLE158800AMPHENOL CORP NEWCL A0320951016187505000SHPutSOLE500000ANALOG DEVICES INCCOM0326541056334152578SHSOLE257800ANDERSONS INCCOM0341641033478208737SHSOLE873700ANTERO MIDSTREAM CORPCOM03676B10222078011357SHSOLE1135700ANTERO RESOURCES CORPCOM03674X106182761054458SHSOLE5445800AON PLCSHS CL AG0403H1086311471770SHSOLE177000APA CORPORATIONCOM03743Q10886956435814SHSOLE3581400APOGEE ENTERPRISES INCCOM0375981093550528149SHSOLE814900APPIAN CORPCL A03782L1012939619616SHSOLE961600APPLE INCCOM0378331004639361822SHSOLE182200APPLIED INDL TECHNOLOGIES INCOM03820C1053424981312SHSOLE131200APPLIED MATLS INCCOM0382221054870762379SHSOLE237900APPLOVIN CORPCOM CL A03831W108656746914SHSOLE91400APTIV PLCCOM SHSG3265R1072236552594SHSOLE259400ARCHER AVIATION INCCOM CL A03945R10286215289995SHSOLE8999500ARDAGH METAL PACKAGING S ASHSL022351066927417362SHSOLE1736200ARDELYX INCCOM0396971078078814662SHSOLE1466200ARES MANAGEMENT CORPORATIONCL A COM STK03990B101172905010814SHSOLE1081400ARGAN INCCOM04010E1093194691183SHSOLE118300ARISTA NETWORKS INCCOM SHS0404132055943514079SHSOLE407900ARK ETF TRINNOVATION ETF00214Q104129450015000SHCallSOLE1500000ASSURANT INCCOM04621X1082902441340SHSOLE134000ASSURED GUARANTY LTDCOMG0585R1063148983720SHSOLE372000AST SPACEMOBILE INCCOM CL A00217D10096456919653SHSOLE1965300ASTERA LABS INCCOM04626A1036428113283SHSOLE328300AT&T INCCOM00206R10261710021852SHSOLE2185200ATI INCCOM01741R1022152262646SHSOLE264600ATLASSIAN CORPORATIONCL A0494681018393835256SHSOLE525600AUTODESK INCCOM0527691066855322158SHSOLE215800AUTOMATIC DATA PROCESSING INCOM0530151036163502100SHSOLE210000AUTONATION INCCOM05329W10210188124657SHSOLE465700AUTOZONE INCCOM053332102742212173SHSOLE17300AVALONBAY CMNTYS INCCOM0534841016824703533SHSOLE353300AVERY DENNISON CORPCOM0536111093864512383SHSOLE238300AVIENT CORPORATIONCOM05368V10638255011610SHSOLE1161000AVIS BUDGET GROUPCOM0537741054136412576SHSOLE257600AXALTA COATING SYS LTDCOMG0750C108150595652619SHSOLE5261900AXIS CAP HLDGS LTDSHSG0692U1093716083879SHSOLE387900BACKBLAZE INCCOM CL A05637B10520743622353SHSOLE2235300BALL CORPCOM05849810682991316460SHSOLE1646000BANCORP INC DELCOM05969A1053325864441SHSOLE444100BANK NEW YORK MELLON CORPCOM064058100255227923424SHSOLE2342400BATH & BODY WORKS INCCOM07083010445028517480SHSOLE1748000BECTON DICKINSON & COCOM0758871096689463574SHSOLE357400BED BATH & BEYOND INCCOM69037010195180397222SHSOLE9722200BELLRING BRANDS INCCOMMON STOCK07831C10381398622393SHSOLE2239300BEST BUY INCCOM086516101126935716786SHSOLE1678600BGC GROUP INCCL A08892910420163021314SHSOLE2131400BILL HOLDINGS INCCOM0900431003464776541SHSOLE654100BIO-TECHNE CORPCOM09073M10482860914895SHSOLE1489500BIOCRYST PHARMACEUTICALS INCCOM09058V10313908718325SHSOLE1832500BIOGEN INCCOM09062X1033745742674SHSOLE267400BIOMARIN PHARMACEUTICAL INCCOM09061G101117922621773SHSOLE2177300BLACK HILLS CORPCOM0921131093556825775SHSOLE577500BLOOMIN BRANDS INCCOM094235108917932128024SHSOLE12802400BOEING COCOM097023105215830010000SHPutSOLE1000000BOEING COCOM097023105499344323136SHSOLE2313600BOOKING HOLDINGS INCCOM09857L108815290151SHSOLE15100BOOZ ALLEN HAMILTON HLDG CORCL A0995021067472267476SHSOLE747600BORGWARNER INCCOM09972410683761419054SHSOLE1905400BOSTON BEER INCCL A1005571073162841496SHSOLE149600BOSTON SCIENTIFIC CORPCOM1011371077170927345SHSOLE734500BOWMAN CONSULTING GROUP LTDCOM1030021012654286266SHSOLE626600BOYD GAMING CORPCOM10330410192812710736SHSOLE1073600BRIGHT HORIZONS FAM SOL IN DCOM1091941003057332816SHSOLE281600BRIGHTHOUSE FINL INCCOM10922N1032830235332SHSOLE533200BRINKER INTL INCCOM1096411007752826120SHSOLE612000BRISTOL-MYERS SQUIBB COCOM1101221083344627416SHSOLE741600BROADCOM INCCOM11135F1015394031635SHSOLE163500BROWN & BROWN INCCOM115236101105720111272SHSOLE1127200BRUKER CORPCOM11679410882264725320SHSOLE2532000BURLINGTON STORES INCCOM1220171064204341652SHSOLE165200BWX TECHNOLOGIES INCCOM05605H1003534371917SHSOLE191700C H ROBINSON WORLDWIDE INCCOM NEW12541W2094087193087SHSOLE308700CAESARS ENTERTAINMENT INC NECOM12769G10097357636025SHSOLE3602500CAMDEN PPTY TRSH BEN INT1331311026433506025SHSOLE602500CAPITAL ONE FINL CORPCOM14040H105264534612444SHSOLE1244400CAPITOL FED FINL INCCOM14057J10117835228087SHSOLE2808700CARLISLE COS INCCOM1423391007408182252SHSOLE225200CARMAX INCCOM14313010263159014076SHSOLE1407600CARPENTER TECHNOLOGY CORPCOM1442851038205953342SHSOLE334200CARRIER GLOBAL CORPORATIONCOM14448C1043476335823SHSOLE582300CARTER BANKSHARES INCCOM NEW14610310624701212726SHSOLE1272600CARTERS INCCOM14622910968063824119SHSOLE2411900CARVANA COCL A1468691024870171291SHSOLE129100CASEYS GEN STORES INCCOM147528103260613461SHSOLE46100CATERPILLAR INCCOM14912310121471754500SHSOLE450000CATERPILLAR INCCOM149123101477150010000SHPutSOLE1000000CAVA GROUP INCCOM14892910280876913388SHSOLE1338800CAVCO INDS INC DELCOM149568107393154677SHSOLE67700CBRE GROUP INCCL A12504L10913326428458SHSOLE845800CDW CORPCOM12514G1087927374977SHSOLE497700CELANESE CORP DELCOM150870103105200025000SHCallSOLE2500000CELSIUS HLDGS INCCOM NEW15118V20799227717260SHSOLE1726000CENTENE CORP DELCOM15135B10153041914866SHSOLE1486600CENTERPOINT ENERGY INCCOM15189T10712610000325000SHSOLE32500000CENTRAL GARDEN & PET COCL A NON-VTG1535272052811559521SHSOLE952100CENTURY ALUM COCOM1564311082729609297SHSOLE929700CHARLES RIV LABS INTL INCCOM1598641077032884495SHSOLE449500CHENIERE ENERGY INCCOM NEW16411R2089845664190SHSOLE419000CHEVRON CORP NEWCOM1667641005410303484SHSOLE348400CHEWY INCCL A16679L1092638966524SHSOLE652400CHIPOTLE MEXICAN GRILL INCCOM16965610560783715510SHSOLE1551000CHUBB LIMITEDCOMH1467J10424377938637SHSOLE863700CHURCH & DWIGHT CO INCCOM1713401022562302924SHSOLE292400CIENA CORPCOM NEW1717793092795411919SHSOLE191900CINTAS CORPCOM1729081056486223160SHSOLE316000CIPHER MINING INCCOM17253J106104266682817SHSOLE8281700CIRCLE INTERNET GROUP INCCOM CL A172573107530320040000SHSOLE4000000CISCO SYS INCCOM17275R1025581708158SHSOLE815800CITIGROUP INCCOM NEW172967424290087028580SHSOLE2858000CITIZENS FINL GROUP INCCOM1746101053819017184SHSOLE718400CLEAN ENERGY FUELS CORPCOM18449910122359886666SHSOLE8666600CLEANSPARK INCCOM NEW18452B20994134064920SHSOLE6492000CMS ENERGY CORPCOM1258961005385347351SHSOLE735100COCA COLA CONS INCCOM1910981023531203014SHSOLE301400COGNIZANT TECHNOLOGY SOLUTIOCL A19244610299283714803SHSOLE1480300COINBASE GLOBAL INCCOM CL A19260Q107552167416361SHSOLE1636100COINBASE GLOBAL INCCOM CL A19260Q1071012470030000SHCallSOLE3000000COLGATE PALMOLIVE COCOM1941621035810047268SHSOLE726800COLUMBUS MCKINNON CORP N YCOM19933310534210923857SHSOLE2385700COMCAST CORP NEWCL A20030N10156210417890SHSOLE1789000COMERICA INCCOM2003401076355239275SHSOLE927500COMMUNITY HEALTHCARE TR INCCOM20369C10632757321410SHSOLE2141000COMMVAULT SYS INCCOM2041661023184721687SHSOLE168700COMPASS INCCL A20464U10037815747093SHSOLE4709300COMSTOCK RES INCCOM20576830290157145465SHSOLE4546500CONAGRA BRANDS INCCOM20588710269244837818SHSOLE3781800CONOCOPHILLIPSCOM20825C1042845273008SHSOLE300800CONSOLIDATED EDISON INCCOM209115104394259539222SHSOLE3922200CONSTELLATION ENERGY CORPCOM21037T1092599779SHSOLE7900CONSTELLATION ENERGY CORPCOM21037T109493605015000SHPutSOLE1500000CONSTELLIUM SECL A SHSF2110710136331024416SHSOLE2441600COOPER COS INCCOM2166485016167668996SHSOLE899600COPART INCCOM21720410662706213944SHSOLE1394400CORE & MAIN INCCL A21874C102210416139089SHSOLE3908900CORE SCIENTIFIC INC NEWCOM21874A106139752677900SHSOLE7790000COREBRIDGE FINL INCCOM21871X10984086426236SHSOLE2623600COREWEAVE INCCOM CL A21873S10815272460111600SHPutSOLE11160000CORNING INCCOM219350105225155927448SHSOLE2744800CORPAY INCCOM SHS2199481067397382568SHSOLE256800CORSAIR GAMING INCCOM22041X10225647728753SHSOLE2875300CORTEVA INCCOM22052L10484774212535SHSOLE1253500COSTAMARE INCSHSY1771G10233365928015SHSOLE2801500COTERRA ENERGY INCCOM12709710368355628903SHSOLE2890300COUPANG INCCL A22266T10950914615812SHSOLE1581200COUSINS PPTYS INCCOM NEW22279550240194813889SHSOLE1388900CREDO TECHNOLOGY GROUP HOLDIORDINARY SHARESG25457105201611613846SHSOLE1384600CROCS INCCOM2270461095360576416SHSOLE641600CROWDSTRIKE HLDGS INCCL A22788C105318257649SHSOLE64900CROWN HLDGS INCCOM228368106334945134677SHSOLE3467700CSX CORPCOM1264081032322356540SHSOLE654000CTO RLTY GROWTH INC NEWCOM22948Q10136324622285SHSOLE2228500CTS CORPCOM1265011052759856910SHSOLE691000CUMMINS INCCOM23102110627758166572SHSOLE657200CURTISS WRIGHT CORPCOM23156110111407172101SHSOLE210100CVS HEALTH CORPCOM1266501005949027891SHSOLE789100D R HORTON INCCOM23331A1096270393700SHSOLE370000DANAHER CORPORATIONCOM2358511025154762600SHSOLE260000DAVITA INCCOM23918K1082479351866SHSOLE186600DAY ONE BIOPHARMACEUTICALS ICOM23954D10913420419036SHSOLE1903600DEERE & COCOM2441991055848361279SHSOLE127900DELL TECHNOLOGIES INCCL C24703L2029039266376SHSOLE637600DELTA AIR LINES INC DELCOM NEW24736170264462311359SHSOLE1135900DEXCOM INCCOM25213110775035111151SHSOLE1115100DHT HOLDINGS INCSHS NEWY2065G12115405912892SHSOLE1289200DIAMOND HILL INVT GROUP INCCOM NEW25264R2073259432328SHSOLE232800DIAMONDBACK ENERGY INCCOM25278X1092416961689SHSOLE168900DISNEY WALT COCOM2546871066229955441SHSOLE544100DOLE PLCORD SHSG2790710738423628589SHSOLE2858900DOLLAR TREE INCCOM2567461088984029520SHSOLE952000DOORDASH INCCL A25809K1052722621001SHSOLE100100DOVER CORPCOM260003108228173413677SHSOLE1367700DOW INCCOM26055710374057032297SHSOLE3229700DOW INCCOM2605571034127400180000SHCallSOLE18000000DRAFTKINGS INC NEWCOM CL A26142V10582519422064SHSOLE2206400DT MIDSTREAM INCCOMMON STOCK23345M1076592535831SHSOLE583100DTE ENERGY COCOM233331107850743960153SHSOLE6015300DUCOMMUN INC DELCOM2641471092666652774SHSOLE277400DUOLINGO INCCL A COM26603R10610746243339SHSOLE333900DUPONT DE NEMOURS INCCOM26614N102258589133195SHSOLE3319500DUTCH BROS INCCL A26701L10079760915239SHSOLE1523900DXP ENTERPRISES INCCOM NEW2333774073613773035SHSOLE303500DYNATRACE INCCOM NEW26815010978542316211SHSOLE1621100EASTERLY GOVT PPTYS INCCOM SHS27616P30138435316762SHSOLE1676200EASTGROUP PPTYS INCCOM277276101208392912312SHSOLE1231200EASTMAN CHEM COCOM277432100338509153689SHSOLE5368900EATON CORP PLCSHSG29183103486525013000SHPutSOLE1300000EATON CORP PLCSHSG29183103520881213918SHSOLE1391800EBAY INC.COM2786421032924953216SHSOLE321600ECHOSTAR CORPCL A2787681063223924222SHSOLE422200ECOLAB INCCOM27886510017967956561SHSOLE656100EDISON INTLCOM2810201073996747230SHSOLE723000EDWARDS LIFESCIENCES CORPCOM28176E1087539029694SHSOLE969400ELANCO ANIMAL HEALTH INCCOM28414H10325694612758SHSOLE1275800ELASTIC N VORD SHSN145061047250938582SHSOLE858200ELEVANCE HEALTH INC FORMERLYCOM0367521038730702702SHSOLE270200ELI LILLY & COCOM532457108441014578SHSOLE57800ELME COMMUNITIESSH BEN INT93965310120638312241SHSOLE1224100EMCOR GROUP INCCOM29084Q1009255951425SHSOLE142500EMERSON ELEC COCOM291011104165286812600SHSOLE1260000EMERSON ELEC COCOM291011104262360020000SHPutSOLE2000000ENERGY FUELS INCCOM NEW2926717083070000200000SHSOLE20000000ENERGY RECOVERY INCCOM29270J10037097424058SHSOLE2405800ENTEGRIS INCCOM29362U104151634416400SHSOLE1640000ENTERGY CORP NEWCOM29364G10311238714120600SHCallSOLE12060000ENTERGY CORP NEWCOM29364G10312580650135000SHSOLE13500000EOG RES INCCOM26875P101139701512460SHSOLE1246000EOS ENERGY ENTERPRISES INCCOM CL A29415C10112058610587SHSOLE1058700EQT CORPCOM26884L10969871812837SHSOLE1283700ESSENT GROUP LTDCOMG3198U1023575895626SHSOLE562600ETSY INCCOM29786A10676288711491SHSOLE1149100EVERGY INCCOM30034W106494130065000SHSOLE6500000EVERQUOTE INCCOM CL A30041R1082001818753SHSOLE875300EVERSOURCE ENERGYCOM30040W1083598265058SHSOLE505800EXELIXIS INCCOM30161Q1043298227986SHSOLE798600EXELON CORPCOM30161N1015176150115000SHSOLE11500000EXPAND ENERGY CORPORATIONCOM1651677355314125002SHSOLE500200EXPEDITORS INTL WASH INCCOM3021301095074004139SHSOLE413900EXTRA SPACE STORAGE INCCOM30225T1025190823683SHSOLE368300EXXON MOBIL CORPCOM30231G1022952922619SHSOLE261900F&G ANNUITIES & LIFE INCCOMMON STOCK30190A104231075973897SHSOLE7389700FAIR ISAAC CORPCOM303250104260396174SHSOLE17400FASTLY INCCL A31188V10013369615637SHSOLE1563700FEDEX CORPCOM31428X1064360131849SHSOLE184900FERGUSON ENTERPRISES INCCOMMON STOCK NEW31488V1078920323972SHSOLE397200FIDELIS INSURANCE HOLDINGS LCOMG3398L11825976314312SHSOLE1431200FIDELITY NATIONAL FINANCIALCOM SHS31620R3033470315737SHSOLE573700FIDELITY NATL INFORMATION SVCOM31620M10676754211640SHSOLE1164000FIGS INCCL A30260D103890981133181SHSOLE13318100FIREFLY AEROSPACE INCCOM31816X10665970022500SHSOLE2250000FIRST AMERN FINL CORPCOM31847R1023598085601SHSOLE560100FIRST BANCORP P RCOM NEW31867270637090316821SHSOLE1682100FIRST CTZNS BANCSHARES INC DCL A31946M103356043199SHSOLE19900FIRST HORIZON CORPORATIONCOM32051710537462516569SHSOLE1656900FIRST SOLAR INCCOM3364331071271531957658SHSOLE5765800FISERV INCCOM33773810810189347903SHSOLE790300FLOWSERVE CORPCOM34354P1052816955301SHSOLE530100FLUOR CORP NEWCOM34341210273134517384SHSOLE1738400FLUSHING FINL CORPCOM34387310515293211074SHSOLE1107400FORD MTR COCOM34537086069908658452SHSOLE5845200FORMFACTOR INCCOM3463751084443240122000SHSOLE12200000FORTINET INCCOM34959E1096135327297SHSOLE729700FOX CORPCL A COM35137L1053304975241SHSOLE524100FOX CORPCL B COM35137L20483133514511SHSOLE1451100FREEPORT-MCMORAN INCCL B35671D8574725343120483SHSOLE12048300FREEPORT-MCMORAN INCCL B35671D8579805000250000SHPutSOLE25000000FRESH DEL MONTE PRODUCE INCORDG367381052209236363SHSOLE636300FRONTDOOR INCCOM35905A1093711045515SHSOLE551500FTAI AVIATION LTDSHSG3730V10515135879071SHSOLE907100GAMESTOP CORP NEWCL A36467W10977958128577SHSOLE2857700GAMING & LEISURE PPTYS INCCOM36467J1083073466594SHSOLE659400GARRETT MOTION INCCOM36650510516522412131SHSOLE1213100GARTNER INCCOM3666511076994972661SHSOLE266100GDS HLDGS LTDSPONSORED ADS36165L1082709007000SHSOLE700000GE VERNOVA INCCOM36828A10136894006000SHPutSOLE600000GE VERNOVA INCCOM36828A10144291257203SHSOLE720300GE VERNOVA INCCOM36828A10149192008000SHCallSOLE800000GENERAC HLDGS INCCOM3687361043540512115SHSOLE211500GENERAL DYNAMICS CORPCOM3695501086472181898SHSOLE189800GENERAL MTRS COCOM37045V1003087525064SHSOLE506400GENUINE PARTS COCOM3724601054645873352SHSOLE335200GERON CORPCOM3741631036300245987SHSOLE4598700GETTY IMAGES HOLDINGS INCCL A COM374275105270860136798SHSOLE13679800GILEAD SCIENCES INCCOM3755581034134753725SHSOLE372500GITLAB INCCLASS A COM37637K1082168804811SHSOLE481100GLOBAL INDUSTRIAL COMPANYCOM37892E10238283510440SHSOLE1044000GLOBAL MED REIT INCCOM NEW37954A30338800211510SHSOLE1151000GLOBAL PMTS INCCOM37940X1026501847826SHSOLE782600GODADDY INCCL A3802371073015732204SHSOLE220400GOODYEAR TIRE & RUBR COCOM382550101872662116666SHSOLE11666600GORMAN RUPP COCOM3830821044145348932SHSOLE893200GREEN DOT CORPCL A39304D10232634924300SHSOLE2430000GUIDEWIRE SOFTWARE INCCOM40171V1004914412138SHSOLE213800GULFPORT ENERGY CORPCOMMON SHARES4026355023968892193SHSOLE219300HALOZYME THERAPEUTICS INCCOM40637H10979801310881SHSOLE1088100HAMILTON INSURANCE GROUP LTDCL BG4270610436292314634SHSOLE1463400HARTFORD INSURANCE GROUP INCCOM4165151047123035340SHSOLE534000HASBRO INCCOM41805610784223811104SHSOLE1110400HAWAIIAN ELEC INDUSTRIESCOM41987010031244328301SHSOLE2830100HEALTHCARE SVCS GROUP INCCOM42190610839664923568SHSOLE2356800HEALTHEQUITY INCCOM42226A1074344264584SHSOLE458400HEALTHPEAK PROPERTIES INCCOM42250P10338286619993SHSOLE1999300HECLA MNG COCOM4227041061286460106319SHSOLE10631900HEIDRICK & STRUGGLES INTL INCOM4228191023540647114SHSOLE711400HELEN OF TROY LTDCOMG4388N10698204438970SHSOLE3897000HENRY JACK & ASSOC INCCOM4262811018833045931SHSOLE593100HF SINCLAIR CORPCOM40394910094332418023SHSOLE1802300HILTON WORLDWIDE HLDGS INCCOM43300A203290287411189SHSOLE1118900HOME BANCORP INCCOM43689E1073120435744SHSOLE574400HOME DEPOT INCCOM4370761028735902156SHSOLE215600HONEST CO INCCOM43833310615582642344SHSOLE4234400HONEYWELL INTL INCCOM4385161066028722864SHSOLE286400HORIZON BANCORP INCCOM44040710434453521520SHSOLE2152000HOST HOTELS & RESORTS INCCOM44107P10435597320915SHSOLE2091500HOWMET AEROSPACE INCCOM4432011089114884645SHSOLE464500HUBSPOT INCCOM4435731006422891373SHSOLE137300HUMANA INCCOM4448591028263003176SHSOLE317600HUNT J B TRANS SVCS INCCOM44565810710709457982SHSOLE798200HUT 8 CORPCOM44812J10484797224360SHSOLE2436000IBEX LTDSHS NEWG4690M1013719749180SHSOLE918000IDACORP INCCOM4511071064660933527SHSOLE352700IDEX CORPCOM45167R1042392571470SHSOLE147000ILLINOIS TOOL WKS INCCOM4523081095726292196SHSOLE219600ILLUMINA INCCOM4523271096667847021SHSOLE702100INCYTE CORPCOM45337C1024016604736SHSOLE473600INDIVIOR PLCORDG4766E1162377739862SHSOLE986200INGERSOLL RAND INCCOM45687V106156978019000SHSOLE1900000INNOSPEC INCCOM45768S1053788564910SHSOLE491000INNOVEX INTERNATIONAL INCCOM45765110719674610612SHSOLE1061200INSTEEL INDS INCCOM45774W1082709107066SHSOLE706600INTEL CORPCOM458140100332477199099SHSOLE9909900INTERACTIVE BROKERS GROUP INCOM CL A45841N107109387315897SHSOLE1589700INTERCONTINENTAL EXCHANGE INCOM45866F1043979502362SHSOLE236200INTERNATIONAL BUSINESS MACHSCOM459200101223189791SHSOLE79100INTERNATIONAL FLAVORS&FRAGRACOM45950610178955812830SHSOLE1283000INTREPID POTASH INCCOM46121Y2012038466666SHSOLE666600INTUITCOM461202103344870505SHSOLE50500INTUITIVE SURGICAL INCCOM NEW46120E6025152091152SHSOLE115200INVENTRUST PPTYS CORPCOM NEW46124J20133871811835SHSOLE1183500IOVANCE BIOTHERAPEUTICS INCCOM46226010016449375803SHSOLE7580300IRIDIUM COMMUNICATIONS INCCOM46269C10221348312227SHSOLE1222700ISHARES TR20 YR TR BD ETF464287432268110030000SHCallSOLE3000000ISHARES TR20 YR TR BD ETF464287432268110030000SHPutSOLE3000000ISHARES TR7-10 YR TRSY BD464287440578760060000SHCallSOLE6000000ISHARES TR7-10 YR TRSY BD464287440578760060000SHPutSOLE6000000ISHARES TRRUSSELL 2000 ETF464287655241960010000SHSOLE1000000ISHARES TRRUSSELL 2000 ETF464287655483920020000SHCallSOLE2000000ISHARES TRRUSSELL 2000 ETF4642876551088820045000SHPutSOLE4500000ISHARES TRUS HOME CONS ETF464288752107250010000SHCallSOLE1000000JABIL INCCOM46631310312226675630SHSOLE563000JACKSON FINANCIAL INCCOM CL A46817M1073774873729SHSOLE372900JAMES HARDIE INDS PLCORD SHSG4253H101115260060000SHSOLE6000000JANUS HENDERSON GROUP PLCORD SHSG4474Y2143588408062SHSOLE806200JOBY AVIATION INCCOMMON STOCKG6516310063491539338SHSOLE3933800JOHNSON & JOHNSONCOM4781601046091053285SHSOLE328500JOHNSON CTLS INTL PLCSHSG51502105299855627272SHSOLE2727200JONES LANG LASALLE INCCOM48020Q10711289903785SHSOLE378500KARAT PACKAGING INCCOM48563L10131520112503SHSOLE1250300KB HOMECOM48666K1092853624484SHSOLE448400KEARNY FINL CORP MDCOM48716P10836284155227SHSOLE5522700KELLANOVACOM4878361085880837170SHSOLE717000KELLY SVCS INCCL A48815220835040926708SHSOLE2670800KENVUE INCCOM49177J10277068247485SHSOLE4748500KEROS THERAPEUTICS INCCOM49232710117636111148SHSOLE1114800KEURIG DR PEPPER INCCOM49271V100101213539676SHSOLE3967600KEYCORPCOM49326710834550318486SHSOLE1848600KIMBERLY-CLARK CORPCOM4943681037292545865SHSOLE586500KINDER MORGAN INC DELCOM49456B10131118410992SHSOLE1099200KIRBY CORPCOM49726610687572410494SHSOLE1049400KITE RLTY GROUP TRCOM NEW49803T30038407317223SHSOLE1722300KKR & CO INCCOM48251W1046731415180SHSOLE518000KLA CORPCOM NEW482480100376431349SHSOLE34900KLARNA GROUP PLCSHSG5279N10562305017000SHSOLE1700000KNIGHT-SWIFT TRANSN HLDGS INCL A49904910448206212201SHSOLE1220100KRAFT HEINZ COCOM50075410637437714377SHSOLE1437700KURA ONCOLOGY INCCOM50127T10930189134112SHSOLE3411200L3HARRIS TECHNOLOGIES INCCOM5024311098716402854SHSOLE285400LAS VEGAS SANDS CORPCOM51783410773638513690SHSOLE1369000LENDINGCLUB CORPCOM NEW52603A20881447353619SHSOLE5361900LENDINGTREE INC NEWCOM52603B1072513473883SHSOLE388300LENNAR CORPCL A526057104289110622938SHSOLE2293800LENNOX INTL INCCOM5261071078284481565SHSOLE156500LEONARDO DRS INCCOM52661A1082520615552SHSOLE555200LIFE360 INCCOM5322061094513504246SHSOLE424600LIFESTANCE HEALTH GROUP INCCOM53228F10114871527039SHSOLE2703900LIGHT & WONDER INCCOM80874P1095488846539SHSOLE653900LINDSAY CORPCOM5355551062327671656SHSOLE165600LIVE NATION ENTERTAINMENT INCOM5380341095488613359SHSOLE335900LPL FINL HLDGS INCCOM50212V1007844832358SHSOLE235800LSI INDS INC OHIOCOM50216C10837211715761SHSOLE1576100LUCID GROUP INCCOM NEW54949820282391934633SHSOLE3463300LUMEN TECHNOLOGIES INCCOM55024110311484818766SHSOLE1876600LUMENTUM HLDGS INCCOM55024U10919563600120236SHSOLE12023600LYFT INCCL A COM55087P10432977614983SHSOLE1498300LYONDELLBASELL INDUSTRIES NSHS - A -N53745100238918048719SHSOLE4871900M & T BK CORPCOM55261F10410629985379SHSOLE537900MACOM TECH SOLUTIONS HLDGS ICOM55405Y1008618446923SHSOLE692300MARATHON PETE CORPCOM56585A1026106003168SHSOLE316800MARCUS CORP DELCOM56633010637873924419SHSOLE2441900MARKETAXESS HLDGS INCCOM57060D1089770205607SHSOLE560700MARSH & MCLENNAN COS INCCOM571748102281980813992SHSOLE1399200MARTEN TRANS LTDCOM57307510818280817149SHSOLE1714900MARVELL TECHNOLOGY INCCOM5738741047256088631SHSOLE863100MASCO CORPCOM574599106142187820200SHSOLE2020000MASIMO CORPCOM5747951008670045876SHSOLE587600MASTEC INCCOM57632310913570896377SHSOLE637700MASTEC INCCOM576323109234091011000SHPutSOLE1100000MASTERCARD INCORPORATEDCL A57636Q1047053241240SHSOLE124000MATADOR RES COCOM57648520559932113339SHSOLE1333900MATCH GROUP INC NEWCOM57667L1073064368676SHSOLE867600MATIV HOLDINGS INCCOM80854110634592830586SHSOLE3058600MATRIX SVC COCOM57685310513679110458SHSOLE1045800MATTEL INCCOM57708110290903954013SHSOLE5401300MCKESSON CORPCOM58155Q103378545490SHSOLE49000MEDIAALPHA INCCL A58450V10414121412409SHSOLE1240900MEDTRONIC PLCSHSG5960L1035756316044SHSOLE604400MERCK & CO INCCOM58933Y1055363136390SHSOLE639000META PLATFORMS INCCL A30303M10258684317991SHSOLE799100METLIFE INCCOM59156R1082354132858SHSOLE285800METTLER TOLEDO INTERNATIONALCOM592688105277440226SHSOLE22600MGIC INVT CORP WISCOM55284810336353312814SHSOLE1281400MGM RESORTS INTERNATIONALCOM55295310184119824270SHSOLE2427000MICROCHIP TECHNOLOGY INC.COM595017104543134284574SHSOLE8457400MICRON TECHNOLOGY INCCOM5951121033388232025SHSOLE202500MID-AMER APT CMNTYS INCCOM59522J1032617141873SHSOLE187300MIMEDX GROUP INCCOM6024961019816714064SHSOLE1406400MIRION TECHNOLOGIES INCCOM CL A60471A10164388327682SHSOLE2768200MODERNA INCCOM60770K10734382313311SHSOLE1331100MOLINA HEALTHCARE INCCOM60855R1007147303735SHSOLE373500MONGODB INCCL A60937P1063997691288SHSOLE128800MOODYS CORPCOM6153691055770171211SHSOLE121100MORNINGSTAR INCCOM6177001098442843639SHSOLE363900MOSAIC CO NEWCOM61945C10385559024671SHSOLE2467100MP MATERIALS CORPCOM CL A55336810167070010000SHCallSOLE1000000MP MATERIALS CORPCOM CL A553368101321936048000SHPutSOLE4800000MP MATERIALS CORPCOM CL A553368101367624154812SHSOLE5481200MR COOPER GROUP INCCOM62482R1077206913419SHSOLE341900MSCI INCCOM55354G1008216101448SHSOLE144800MYERS INDS INCCOM62846410927818916422SHSOLE1642200NB BANCORP INCCOM63945M10734980519819SHSOLE1981900NEOGENOMICS INCCOM NEW64049M20916034420770SHSOLE2077000NERDWALLET INCCOM CL A64082B10211102210318SHSOLE1031800NETFLIX INCCOM64110L106481966402SHSOLE40200NETSKOPE INCCL A64119N608102285045000SHSOLE4500000NEW JERSEY RES CORPCOM64602510652122410825SHSOLE1082500NEWELL BRANDS INCCOM6512291068713116628SHSOLE1662800NEWMONT CORPCOM6516391067232118578SHSOLE857800NEWS CORP NEWCL A65249B10957697918788SHSOLE1878800NEXTDOOR HOLDINGS INCCOM CL A65345M1083991119096SHSOLE1909600NIAGEN BIOSCIENCE INCCOM NEW1710774079554910241SHSOLE1024100NIKE INCCL B6541061035973778567SHSOLE856700NISOURCE INCCOM65473P1058660000200000SHCallSOLE20000000NISOURCE INCCOM65473P10511799250272500SHSOLE27250000NMI HLDGS INCCOM6292093052667316957SHSOLE695700NNN REIT INCCOM63741710696863822754SHSOLE2275400NOBLE CORP PLCORD SHS AG65431127100710735612SHSOLE3561200NORTHFIELD BANCORP INC DELCOM66611T10834059528864SHSOLE2886400NORTHRIM BANCORP INCCOM66676210933605515515SHSOLE1551500NORTHWESTERN ENERGY GROUP INCOM NEW6680743053608626157SHSOLE615700NRG ENERGY INCCOM NEW629377508601271837127SHSOLE3712700NU HLDGS LTDORD SHS CL AG6683N10325596815988SHSOLE1598800NU SKIN ENTERPRISES INCCL A67018T10525805021169SHSOLE2116900NUCOR CORPCOM670346105253999018755SHSOLE1875500NUCOR CORPCOM670346105270860020000SHPutSOLE2000000NUTANIX INCCL A67059N1082261463040SHSOLE304000NVIDIA CORPORATIONCOM67066G10418770881100605SHSOLE10060500NVR INCCOM62944T1052884443359SHSOLE35900NXP SEMICONDUCTORS N VCOMN6596X1092366111039SHSOLE103900OFG BANCORPCOM67103X1023598368274SHSOLE827400OLD REP INTL CORPCOM6802231043643508579SHSOLE857900OLIN CORPCOM PAR $1680665205283391134SHSOLE113400OLIN CORPCOM PAR $168066520574970030000SHCallSOLE3000000OMNICOM GROUP INCCOM6819191063217993947SHSOLE394700ONEOK INC NEWCOM6826801033810495222SHSOLE522200ONTO INNOVATION INCCOM683344105498879738607SHSOLE3860700ORACLE CORPCOM68389X1054508281603SHSOLE160300OREILLY AUTOMOTIVE INCCOM67103H1077576897028SHSOLE702800ORION S.A.COML7296710938247250458SHSOLE5045800OSHKOSH CORPCOM68823920111056938525SHSOLE852500OTIS WORLDWIDE CORPCOM68902V107182357119945SHSOLE1994500OVINTIV INCCOM69047Q10289207522092SHSOLE2209200OWENS CORNING NEWCOM6907421013556302514SHSOLE251400OXFORD INDS INCCOM69149730987282621530SHSOLE2153000PALANTIR TECHNOLOGIES INCCL A69608A1086050873317SHSOLE331700PALO ALTO NETWORKS INCCOM6974351055365392635SHSOLE263500PAR PAC HOLDINGS INCCOM NEW69888T2072160976101SHSOLE610100PARAMOUNT GROUP INCCOM69924R10837979158072SHSOLE5807200PARKER-HANNIFIN CORPCOM70109410437081124891SHSOLE489100PATHWARD FINANCIAL INCCOM59100U1083705685007SHSOLE500700PATTERN GROUP INCCOM SER A70339W10441100030000SHSOLE3000000PATTERSON-UTI ENERGY INCCOM7034811019747718818SHSOLE1881800PAYLOCITY HLDG CORPCOM70438V1069768036133SHSOLE613300PAYPAL HLDGS INCCOM70450Y103144648421570SHSOLE2157000PAYSAFE LIMITEDSHSG6964L20688875468789SHSOLE6878900PEPSICO INCCOM7134481082047621458SHSOLE145800PFIZER INCCOM71708110356020321986SHSOLE2198600PG&E CORPCOM69331C10892254961177SHSOLE6117700PHIBRO ANIMAL HEALTH CORPCL A COM71742Q1062861337072SHSOLE707200PHILIP MORRIS INTL INCCOM7181721096320933897SHSOLE389700PHILLIPS 66COM7185461042978842190SHSOLE219000PIEDMONT REALTY TRUST INCCOM CL A7201902069509410566SHSOLE1056600PINNACLE FINL PARTNERS INCCOM72346Q1046163886572SHSOLE657200PINTEREST INCCL A72352L10665662220411SHSOLE2041100PLANET FITNESS INCCL A72703H1016916196663SHSOLE666300POPULAR INCCOM NEW7331747003953823113SHSOLE311300PORTLAND GEN ELEC COCOM NEW7365088475085872115588SHSOLE11558800PPG INDS INCCOM693506107200182019045SHSOLE1904500PPL CORPCOM69351T10610033200270000SHSOLE27000000PREFORMED LINE PRODS COCOM7404441043583661827SHSOLE182700PRIME MEDICINE INCCOM74168J10111518220791SHSOLE2079100PRIMO BRANDS CORPORATIONCLASS A COM SHS741623102137804662355SHSOLE6235500PRIMORIS SVCS CORPCOM74164F1038271396023SHSOLE602300PROGRESSIVE CORPCOM7433151038164173306SHSOLE330600PROLOGIS INC.COM74340W1039745658510SHSOLE851000PULTE GROUP INCCOM745867101138736510500SHSOLE1050000PVH CORPORATIONCOM69365610084029710031SHSOLE1003100Q2 HLDGS INCCOM74736L10979629011000SHSOLE1100000QORVO INCCOM74736K101654929071907SHSOLE7190700QUALCOMM INCCOM7475251035914103555SHSOLE355500QUANTA SVCS INCCOM74762E10214504703500SHCallSOLE350000QUANTA SVCS INCCOM74762E10216576804000SHSOLE400000QUANTA SVCS INCCOM74762E10237297809000SHPutSOLE900000QUANTUMSCAPE CORPCOM CL A74767V10947539238587SHSOLE3858700QUINSTREET INCCOM74874Q10019741312761SHSOLE1276100RADIAN GROUP INCCOM75023610137038610226SHSOLE1022600RALLIANT CORPCOM7509401087268582166215SHSOLE16621500RALPH LAUREN CORPCL A75121210110127993230SHSOLE323000RAMBUS INC DELCOM7509171065599715374SHSOLE537400RANGE RES CORPCOM75281A109107447128546SHSOLE2854600RAYMOND JAMES FINL INCCOM7547301098443594892SHSOLE489200REALTY INCOME CORPCOM75610910488887114622SHSOLE1462200RED CAT HLDGS INCCOM75644T10079265576585SHSOLE7658500REDDIT INCCL A75734B1005264472289SHSOLE228900REGENERON PHARMACEUTICALSCOM75886F107331177589SHSOLE58900RELAY THERAPEUTICS INCCOM75943R10211323721693SHSOLE2169300REMITLY GLOBAL INCCOM75960P10465884640420SHSOLE4042000REPUBLIC SVCS INCCOM7607591004952182158SHSOLE215800REV GROUP INCCOM7495271073593446341SHSOLE634100REVVITY INCCOM7140461096033836884SHSOLE688400RITHM CAPITAL CORPCOM NEW64828T20137531232951SHSOLE3295100ROBINHOOD MKTS INCCOM CL A7707001027468275216SHSOLE521600ROBLOX CORPCL A7710491035636384069SHSOLE406900ROCKWELL AUTOMATION INCCOM773903109403217811536SHSOLE1153600ROKU INCCOM CL A77543R102113897911375SHSOLE1137500ROPER TECHNOLOGIES INCCOM7766961066019191207SHSOLE120700ROSS STORES INCCOM77829610311257057387SHSOLE738700ROYAL CARIBBEAN GROUPCOMV7780T1037675322372SHSOLE237200ROYAL GOLD INCCOM7802871084563202275SHSOLE227500RPM INTL INCCOM7496851038292867035SHSOLE703500RUSH STREET INTERACTIVE INCCOM78201110091267144564SHSOLE4456400RYMAN HOSPITALITY PPTYS INCCOM78377T107130738714593SHSOLE1459300S&P GLOBAL INCCOM78409V10414669443014SHSOLE301400SABLE OFFSHORE CORPCOM SHS78574H10422128812674SHSOLE1267400SALESFORCE INCCOM79466L3024659421966SHSOLE196600SANA BIOTECHNOLOGY INCCOM7995661044900813805SHSOLE1380500SBA COMMUNICATIONS CORP NEWCL A78410G10417532989068SHSOLE906800SCANSOURCE INCCOM8060371073555718083SHSOLE808300SCHLUMBERGER LTDCOM STK806857108216056762862SHSOLE6286200SCHOLASTIC CORPCOM8070661052220248109SHSOLE810900SCHWAB CHARLES CORPCOM8085131055643235911SHSOLE591100SEAGATE TECHNOLOGY HLDNGS PLORD SHSG7997R1034109801741SHSOLE174100SELECT SECTOR SPDR TRENERGY81369Y506178680020000SHPutSOLE2000000SELECT SECTOR SPDR TRENERGY81369Y506446700050000SHCallSOLE5000000SEMRUSH HLDGS INCCL A COM81686C10410568314927SHSOLE1492700SHAKE SHACK INCCL A8190471012852303047SHSOLE304700SHERWIN WILLIAMS COCOM82434810617790845138SHSOLE513800SHIFT4 PMTS INCCL A82452J10984242210884SHSOLE1088400SIRIUSPOINT LTDCOMG8192H10635631919697SHSOLE1969700SITE CTRS CORPCOM82981J85138005142181SHSOLE4218100SKYWEST INCCOM8308791022414882400SHSOLE240000SMARTSTOP SELF STORAG REIT ICOMMON STOCK83192D4026441710171140SHSOLE17114000SMITH A O CORPCOM8318652093865045265SHSOLE526500SOFI TECHNOLOGIES INCCOM83406F102128314048567SHSOLE4856700SOLARIS ENERGY INFRAS INCCOM CL A83418M10359955015000SHSOLE1500000SOLID BIOSCIENCES INCCOM NEW83422E2049417915264SHSOLE1526400SOUTH PLAINS FINANCIAL INCCOM83946P1072843097356SHSOLE735600SOUTHERN COPPER CORPCOM84265V105203884816800SHSOLE1680000SOUTHERN MO BANCORP INCCOM8433801062771495273SHSOLE527300SPDR GOLD TRGOLD SHS78463V10717773505000SHSOLE500000SPDR SERIES TRUSTS&P HOMEBUILD78464A888110800010000SHPutSOLE1000000SPDR SERIES TRUSTS&P METALS MNG78464A755279570030000SHCallSOLE3000000SPIRE INCCOM84857L1012013542470SHSOLE247000SPROUTS FMRS MKT INCCOM85208M102182522916776SHSOLE1677600ST JOE COCOM7901481003635307347SHSOLE734700STANDARD MTR PRODS INCCOM8536661052121825198SHSOLE519800STANLEY BLACK & DECKER INCCOM8545021015973908037SHSOLE803700STATE STR CORPCOM8574771037409566387SHSOLE638700STEEL DYNAMICS INCCOM858119100209145015000SHPutSOLE1500000STEEL DYNAMICS INCCOM858119100227535816319SHSOLE1631900STONEX GROUP INCCOM8618961083989373953SHSOLE395300STRIDE INCCOM86333M1089484506368SHSOLE636800STRYKER CORPORATIONCOM8636671015818611574SHSOLE157400SUN CMNTYS INCCOM8666741043796472943SHSOLE294300SUNSTONE HOTEL INVS INC NEWCOM86789210114676215663SHSOLE1566300SUPER GROUP SGHC LIMITEDORD SHSG8588X10315095511436SHSOLE1143600SUPER MICRO COMPUTER INCCOM NEW86800U30274537115548SHSOLE1554800SYNCHRONY FINANCIALCOM87165B103103377814550SHSOLE1455000SYNOPSYS INCCOM8716071075693721154SHSOLE115400SYNOVUS FINL CORPCOM NEW87161C5013551437236SHSOLE723600T-MOBILE US INCCOM8725901045496162296SHSOLE229600TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADS87403910010892313900SHSOLE390000TAKE-TWO INTERACTIVE SOFTWARCOM87405410910936384233SHSOLE423300TALEN ENERGY CORPCOM87422Q1095457631283SHSOLE128300TALKSPACE INCCOM87427V10311315440998SHSOLE4099800TAPESTRY INCCOM87603010711275589959SHSOLE995900TARGA RES CORPCOM87612G1013488182082SHSOLE208200TARGET CORPCOM87612E1066601027359SHSOLE735900TECHNIPFMC PLCCOMG8711010559719415138SHSOLE1513800TECK RESOURCES LTDCL B87874220487780020000SHCallSOLE2000000TELADOC HEALTH INCCOM87918A10513141017000SHSOLE1700000TELEDYNE TECHNOLOGIES INCCOM879360105390303666SHSOLE66600TELEFLEX INCORPORATEDCOM8793691063712403034SHSOLE303400TERADYNE INCCOM880770102640026046500SHSOLE4650000TEREX CORP NEWCOM880779103153900030000SHSOLE3000000TEREX CORP NEWCOM880779103153900030000SHPutSOLE3000000TERNS PHARMACEUTICALS INCCOM8808811077618110144SHSOLE1014400TESLA INCCOM88160R1011761091239600SHSOLE3960000TEXAS CAP BANCSHARES INCCOM88224Q1073519834164SHSOLE416400TEXAS INSTRS INCCOM8825081046375433470SHSOLE347000TEXTRON INCCOM8832031013665184338SHSOLE433800THE CIGNA GROUPCOM1255231003513771219SHSOLE121900THE REAL BROKERAGE INCCOM NEW75585H20617026440733SHSOLE4073300THE TRADE DESK INCCOM CL A88339J1053470407081SHSOLE708100THERMO FISHER SCIENTIFIC INCCOM8835561026130651264SHSOLE126400TJX COS INC NEWCOM8725401094031222789SHSOLE278900TOAST INCCL A88878710855126415099SHSOLE1509900TOMPKINS FINL CORPCOM8901101093582625411SHSOLE541100TOWER SEMICONDUCTOR LTDSHS NEWM87915274351378048600SHSOLE4860000TRACTOR SUPPLY COCOM89235610687875515452SHSOLE1545200TRADEWEB MKTS INCCL A8926721068276897458SHSOLE745800TRANE TECHNOLOGIES PLCSHSG8994E10324899865901SHSOLE590100TRANSDIGM GROUP INCCOM893641100263604200SHSOLE20000TRANSOCEAN LTDREGISTERED SHSH8817H10031994571025467SHSOLE102546700TRAVEL PLUS LEISURE COCOM8941641022013743385SHSOLE338500TRAVELERS COMPANIES INCCOM89417E1098122512909SHSOLE290900TREX CO INCCOM89531P10567010812969SHSOLE1296900TRUIST FINL CORPCOM89832Q10963399913867SHSOLE1386700TTM TECHNOLOGIES INCCOM87305R1094150667206SHSOLE720600TYSON FOODS INCCL A90249410378175714397SHSOLE1439700UBER TECHNOLOGIES INCCOM90353T1004989615093SHSOLE509300UDR INCCOM902653104242555165098SHSOLE6509800UIPATH INCCL A90364P10577949258258SHSOLE5825800ULTA BEAUTY INCCOM90384S30311902752177SHSOLE217700UNIFIRST CORP MASSCOM9047081043363862012SHSOLE201200UNION PAC CORPCOM90781810815713886648SHSOLE664800UNIQURE NVSHSN90064101104102917835SHSOLE1783500UNITED PARCEL SERVICE INCCL B9113121065614896722SHSOLE672200UNITED PARKS & RESORTS INCCOM81282V10088996417214SHSOLE1721400UNITED RENTALS INCCOM91136310910501261100SHSOLE110000UNITEDHEALTH GROUP INCCOM91324P1024886001415SHSOLE141500UNITY BANCORP INCCOM9132901023128666402SHSOLE640200UNITY SOFTWARE INCCOM91332U1013487088709SHSOLE870900UNIVERSAL HLTH SVCS INCCL B9139031002988911462SHSOLE146200UNIVEST FINANCIAL CORPORATIOCOM9152711002899639659SHSOLE965900UNUM GROUPCOM91529Y1064574245881SHSOLE588100UPSTART HLDGS INCCOM91680M10766690213128SHSOLE1312800URANIUM ENERGY CORPCOM91689610378173758601SHSOLE5860100US BANCORP DELCOM NEW902973304206881442806SHSOLE4280600US FOODS HLDG CORPCOM9120081093416494459SHSOLE445900USANA HEALTH SCIENCES INCCOM90328M10735076712732SHSOLE1273200V F CORPCOM91820410850333334881SHSOLE3488100VAIL RESORTS INCCOM91879Q1099183606140SHSOLE614000VALLEY NATL BANCORPCOM91979410772497668394SHSOLE6839400VALMONT INDS INCCOM920253101358650925SHSOLE92500VALVOLINE INCCOM92047W10190381925169SHSOLE2516900VANECK ETF TRUSTGOLD MINERS ETF92189F106229200030000SHPutSOLE3000000VANECK ETF TRUSTGOLD MINERS ETF92189F106257468033700SHSOLE3370000VANECK ETF TRUSTSEMICONDUCTR ETF92189F67616318005000SHPutSOLE500000VENTAS INCCOM92276F10070207010031SHSOLE1003100VERALTO CORPCOM SHS92338C1033422183210SHSOLE321000VERISK ANALYTICS INCCOM92345Y1063390351348SHSOLE134800VERTEX PHARMACEUTICALS INCCOM92532F1008153942082SHSOLE208200VERTIV HOLDINGS COCOM CL A92537N108678870045000SHCallSOLE4500000VERTIV HOLDINGS COCOM CL A92537N108787911652228SHSOLE5222800VERTIV HOLDINGS COCOM CL A92537N10815086000100000SHPutSOLE10000000VIATRIS INCCOM92556V10642938343372SHSOLE4337200VICI PPTYS INCCOM92565210967822320798SHSOLE2079800VICTORIAS SECRET AND COCOMMON STOCK92640010292908434233SHSOLE3423300VIMEO INCCOMMON STOCK92719V1008747411287SHSOLE1128700VIRTUS INVT PARTNERS INCCOM92828Q1093439541810SHSOLE181000VISA INCCOM CL A92826C8394919291441SHSOLE144100VISTRA CORPCOM92840M1024539472317SHSOLE231700VISTRA CORPCOM92840M102293880015000SHPutSOLE1500000VOYA FINANCIAL INCCOM9290891003849965147SHSOLE514700WABTECCOM9297401086759853372SHSOLE337200WALMART INCCOM9311421037050336841SHSOLE684100WASTE CONNECTIONS INCCOM94106B101247069314054SHSOLE1405400WATERS CORPCOM9418481037102502369SHSOLE236900WEATHERFORD INTL PLCORD SHSG4883311881486411908SHSOLE1190800WEAVE COMMUNICATIONS INCCOM94724R10810187015250SHSOLE1525000WEIS MKTS INCCOM94884910490714312622SHSOLE1262200WELLS FARGO CO NEWCOM949746101247285829502SHSOLE2950200WESCO INTL INCCOM95082P1052977921408SHSOLE140800WESTERN DIGITAL CORPCOM95810210513421147111787SHSOLE11178700WESTLAKE CORPORATIONCOM960413102124837216200SHSOLE1620000WHIRLPOOL CORPCOM9633201066082857739SHSOLE773900WHIRLPOOL CORPCOM963320106117900015000SHPutSOLE1500000WILLDAN GROUP INCCOM96924N1002020822090SHSOLE209000WILLIAMS COS INCCOM9694571003273295167SHSOLE516700WILLIAMS SONOMA INCCOM9699041018875384541SHSOLE454100WOODWARD INCCOM9807451039580243791SHSOLE379100XCEL ENERGY INCCOM98389B10015323500190000SHSOLE19000000XPO INCCOM9837931007327025668SHSOLE566800YEXT INCCOM98585N10625474829900SHSOLE2990000YUM BRANDS INCCOM9884981014207362768SHSOLE276800ZEBRA TECHNOLOGIES CORPORATICL A9892071057696442590SHSOLE259000ZEVRA THERAPEUTICS INCCOM NEW48844520630144831698SHSOLE3169800ZILLOW GROUP INCCL C CAP STK98954M20083684010861SHSOLE1086100ZOETIS INCCL A98978V1037065794829SHSOLE482900