ACADIA HEALTHCARE COMPANY IN COM 00404A109 699351 30822 SH SOLE 30822 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 40234181 134612 SH SOLE 134612 0 0 ADVANCE AUTO PARTS INC COM 00751Y106 574849 12365 SH SOLE 12365 0 0 AGCO CORP COM 001084102 29657675 287492 SH SOLE 287492 0 0 AGILENT TECHNOLOGIES INC COM 00846U101 96684413 819290 SH SOLE 819290 0 0 AGNC INVT CORP COM 00123Q104 1336915 145475 SH SOLE 145475 0 0 AGREE RLTY CORP COM 008492100 2019525 27642 SH SOLE 27642 0 0 AIRO GROUP HLDGS INC COM 009422106 18750000 778978 SH SOLE 778978 0 0 ALBERTSONS COS INC COMMON STOCK 013091103 1243493 57810 SH SOLE 57810 0 0 ALCON AG ORD SHS H01301128 52439224 594610 SH SOLE 594610 0 0 AMERICAN WTR WKS CO INC NEW COM 030420103 2042413 14682 SH SOLE 14682 0 0 APA CORPORATION COM 03743Q108 1207177 66002 SH SOLE 66002 0 0 APPLIED MATLS INC COM 038222105 2048553 11190 SH SOLE 11190 0 0 ARAMARK COM 03852U106 52141632 1245322 SH SOLE 1245322 0 0 AT&T INC COM 00206R102 75207188 2598728 SH SOLE 2598728 0 0 ATLAS ENERGY SOLUTIONS INC COM NEW 642045108 940473 70342 SH SOLE 70342 0 0 ATMOS ENERGY CORP COM 049560105 2653004 17215 SH SOLE 17215 0 0 AVIS BUDGET GROUP COM 053774105 485174 2870 SH SOLE 2870 0 0 AXALTA COATING SYS LTD COM G0750C108 60571430 2040129 SH SOLE 2040129 0 0 BIO RAD LABS INC CL A 090572207 29171968 120885 SH SOLE 120885 0 0 BLOCK INC CL A 852234103 15206606 223857 SH SOLE 223857 0 0 BOEING CO COM 097023105 20251075 96650 SH SOLE 96650 0 0 BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 885834 8507 SH SOLE 8507 0 0 BUNGE GLOBAL SA COM SHS H11356104 71583508 891673 SH SOLE 891673 0 0 CACI INTL INC CL A 127190304 848526 1780 SH SOLE 1780 0 0 CARLISLE COS INC COM 142339100 1521605 4075 SH SOLE 4075 0 0 CELSIUS HLDGS INC COM NEW 15118V207 55966473 1206434 SH SOLE 1206434 0 0 CHECK POINT SOFTWARE TECH LT ORD M22465104 11494823 51954 SH SOLE 51954 0 0 CHEVRON CORP NEW COM 166764100 1941943 13562 SH SOLE 13562 0 0 CIVITAS RESOURCES INC COM NEW 17888H103 835425 30357 SH SOLE 30357 0 0 CLARIVATE PLC ORD SHS G21810109 570662 132712 SH SOLE 132712 0 0 COLGATE PALMOLIVE CO COM 194162103 62369762 686136 SH SOLE 686136 0 0 CONCENTRIX CORP COM 20602D101 741027 14020 SH SOLE 14020 0 0 CONOCOPHILLIPS COM 20825C104 1841196 20517 SH SOLE 20517 0 0 COTERRA ENERGY INC COM 127097103 1460924 57562 SH SOLE 57562 0 0 CRANE NXT CO COM 224441105 732285 13586 SH SOLE 13586 0 0 CROWN CASTLE INC COM 22822V101 44858595 436665 SH SOLE 436665 0 0 CYBERARK SOFTWARE LTD SHS M2682V108 14481673 35592 SH SOLE 35592 0 0 DAVITA INC COM 23918K108 1080768 7587 SH SOLE 7587 0 0 DELL TECHNOLOGIES INC CL C 24703L202 914596 7460 SH SOLE 7460 0 0 DILLARDS INC CL A 254067101 804323 1925 SH SOLE 1925 0 0 DOMINION ENERGY INC COM 25746U109 1896811 33560 SH SOLE 33560 0 0 DUPONT DE NEMOURS INC COM 26614N102 140149878 2043299 SH SOLE 2043299 0 0 EASTMAN CHEM CO COM 277432100 42547166 569879 SH SOLE 569879 0 0 ELEMENT SOLUTIONS INC COM 28618M106 105465172 4656299 SH SOLE 4656299 0 0 ELEVANCE HEALTH INC COM 036752103 1325187 3407 SH SOLE 3407 0 0 ENPHASE ENERGY INC COM 29355A107 484920 12230 SH SOLE 12230 0 0 EOG RES INC COM 26875P101 1980383 16557 SH SOLE 16557 0 0 ETSY INC COM 29786A106 693312 13822 SH SOLE 13822 0 0 EVERUS CONSTR GROUP COM 300426103 626088 9855 SH SOLE 9855 0 0 EXXON MOBIL CORP COM 30231G102 2143603 19885 SH SOLE 19885 0 0 FERRARI N V COM N3167Y103 96391968 197347 SH SOLE 197347 0 0 FERROVIAL SE ORD SHS N3168P101 7698578 144905 SH SOLE 144905 0 0 FIRST SOLAR INC COM 336433107 571113 3450 SH SOLE 3450 0 0 FLOWERS FOODS INC COM 343498101 1719688 107615 SH SOLE 107615 0 0 FLUTTER ENTMT PLC SHS G3643J108 192520798 673715 SH SOLE 673715 0 0 FMC CORP COM NEW 302491303 52679482 1261784 SH SOLE 1261784 0 0 FRESHPET INC COM 358039105 1561517 22977 SH SOLE 22977 0 0 GAMESTOP CORP NEW CL A 36467W109 516946 21195 SH SOLE 21195 0 0 GE AEROSPACE COM NEW 369604301 4340625 16864 SH SOLE 16864 0 0 GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 44745835 604102 SH SOLE 604102 0 0 GLOBALFOUNDRIES INC ORDINARY SHARES G39387108 969401 25377 SH SOLE 25377 0 0 GRAPHIC PACKAGING HLDG CO COM 388689101 1478524 70172 SH SOLE 70172 0 0 GROCERY OUTLET HLDG CORP COM 39874R101 590012 47505 SH SOLE 47505 0 0 HALLIBURTON CO COM 406216101 1659543 81430 SH SOLE 81430 0 0 HARLEY DAVIDSON INC COM 412822108 870061 36867 SH SOLE 36867 0 0 HCA HEALTHCARE INC COM 40412C101 1464208 3822 SH SOLE 3822 0 0 HENRY JACK & ASSOC INC COM 426281101 1322988 7343 SH SOLE 7343 0 0 HENRY SCHEIN INC COM 806407102 1271216 17402 SH SOLE 17402 0 0 HP INC COM 40434L105 1259005 51472 SH SOLE 51472 0 0 HUBBELL INC COM 443510607 1431477 3505 SH SOLE 3505 0 0 IDACORP INC COM 451107106 1070452 9272 SH SOLE 9272 0 0 ILLUMINA INC COM 452327109 14704494 154119 SH SOLE 154119 0 0 INTERNATIONAL FLAVORS&FRAGRA COM 459506101 212089589 2883611 SH SOLE 2883611 0 0 IRIDIUM COMMUNICATIONS INC COM 46269C102 554012 18363 SH SOLE 18363 0 0 KEURIG DR PEPPER INC COM 49271V100 149882800 4533660 SH SOLE 4533660 0 0 KOHLS CORP COM 500255104 577717 68127 SH SOLE 68127 0 0 KROGER CO COM 501044101 1330735 18552 SH SOLE 18552 0 0 LAMB WESTON HLDGS INC COM 513272104 922412 17790 SH SOLE 17790 0 0 LATTICE SEMICONDUCTOR CORP COM 518415104 707661 14445 SH SOLE 14445 0 0 LAUDER ESTEE COS INC CL A 518439104 39925058 494122 SH SOLE 494122 0 0 LAZARD INC COM 52110M109 280539 5847 SH SOLE 5847 0 0 LEAR CORP COM NEW 521865204 510233 5372 SH SOLE 5372 0 0 LIBERTY GLOBAL LTD COM CL A G61188101 10435255 1042483 SH SOLE 1042483 0 0 LIBERTY GLOBAL LTD COM CL C G61188127 13755654 1334205 SH SOLE 1334205 0 0 LINDE PLC SHS G54950103 85591569 182428 SH SOLE 182428 0 0 LINEAGE INC COM 53566V106 764951 17577 SH SOLE 17577 0 0 LUCID GROUP INC COM 549498103 547408 259435 SH SOLE 259435 0 0 MACYS INC COM 55616P104 821855 70485 SH SOLE 70485 0 0 MARATHON PETE CORP COM 56585A102 1489508 8967 SH SOLE 8967 0 0 MATADOR RES CO COM 576485205 1682369 35255 SH SOLE 35255 0 0 MEDICAL PPTYS TRUST INC COM 58463J304 578742 134279 SH SOLE 134279 0 0 MONDELEZ INTL INC CL A 609207105 158355594 2348096 SH SOLE 2348096 0 0 MOSAIC CO NEW COM 61945C103 37343226 1023663 SH SOLE 1023663 0 0 MP MATERIALS CORP COM CL A 553368101 455034 13677 SH SOLE 13677 0 0 MSC INDL DIRECT INC CL A 553530106 1467020 17255 SH SOLE 17255 0 0 MURPHY USA INC COM 626755102 872586 2145 SH SOLE 2145 0 0 NEW FORTRESS ENERGY INC COM CL A 644393100 497990 149997 SH SOLE 149997 0 0 NEWMONT CORP COM 651639106 1283002 22022 SH SOLE 22022 0 0 NEXSTAR MEDIA GROUP INC COMMON STOCK 65336K103 906777 5243 SH SOLE 5243 0 0 NIKE INC CL B 654106103 56506992 795425 SH SOLE 795425 0 0 NOV INC COM 62955J103 1415839 113905 SH SOLE 113905 0 0 OCCIDENTAL PETE CORP COM 674599105 1725771 41080 SH SOLE 41080 0 0 OLIN CORP COM PAR $1 680665205 50475904 2512489 SH SOLE 2512489 0 0 OMADA HEALTH INC COM 68170A108 200550 10959 SH SOLE 10959 0 0 ON SEMICONDUCTOR CORP COM 682189105 865027 16505 SH SOLE 16505 0 0 PARSONS CORP DEL COM 70202L102 790977 11021 SH SOLE 11021 0 0 PAYPAL HLDGS INC COM 70450Y103 16259655 218779 SH SOLE 218779 0 0 PEPSICO INC COM 713448108 2216952 16790 SH SOLE 16790 0 0 PERMIAN RESOURCES CORP CLASS A COM 71424F105 1709242 125495 SH SOLE 125495 0 0 PHILIP MORRIS INTL INC COM 718172109 57375139 315023 SH SOLE 315023 0 0 PILGRIMS PRIDE CORP COM 72147K108 857994 19075 SH SOLE 19075 0 0 PINNACLE WEST CAP CORP COM 723484101 2121781 23715 SH SOLE 23715 0 0 POLARIS INC COM 731068102 556377 13687 SH SOLE 13687 0 0 POOL CORP COM 73278L105 1318947 4525 SH SOLE 4525 0 0 PRICE T ROWE GROUP INC COM 74144T108 1907805 19770 SH SOLE 19770 0 0 PROCTER AND GAMBLE CO COM 742718109 110468824 693377 SH SOLE 693377 0 0 QUALCOMM INC COM 747525103 1305932 8200 SH SOLE 8200 0 0 RESMED INC COM 761152107 39305526 152347 SH SOLE 152347 0 0 ROBERT HALF INC. COM 770323103 1167339 28437 SH SOLE 28437 0 0 ROCKET COS INC COM CL A 77311W101 498597 35162 SH SOLE 35162 0 0 ROYAL GOLD INC COM 780287108 1396578 7853 SH SOLE 7853 0 0 RPM INTL INC COM 749685103 63851969 581318 SH SOLE 581318 0 0 SCHLUMBERGER LTD COM STK 806857108 1788865 52925 SH SOLE 52925 0 0 SCHNEIDER NATIONAL INC CL B 80689H102 389926 16146 SH SOLE 16146 0 0 SCIENCE APPLICATIONS INTL CO COM 808625107 1030945 9155 SH SOLE 9155 0 0 SENTINELONE INC CL A 81730H109 14238237 778897 SH SOLE 778897 0 0 SHIFT4 PMTS INC CL A 82452J109 2257428 22777 SH SOLE 22777 0 0 SMUCKER J M CO COM NEW 832696405 199700993 2033615 SH SOLE 2033615 0 0 SOUTHERN CO COM 842587107 2727535 29702 SH SOLE 29702 0 0 SOUTHERN COPPER CORP COM 84265V105 1011700 10000 SH SOLE 10000 0 0 STARWOOD PPTY TR INC COM 85571B105 989451 49300 SH SOLE 49300 0 0 STRYKER CORPORATION COM 863667101 52876741 133652 SH SOLE 133652 0 0 SUPER MICRO COMPUTER INC COM NEW 86800U302 540825 11035 SH SOLE 11035 0 0 SYSCO CORP COM 871829107 1741793 22997 SH SOLE 22997 0 0 TARGET CORP COM 87612E106 1143354 11590 SH SOLE 11590 0 0 TD SYNNEX CORPORATION COM 87162W100 1132688 8347 SH SOLE 8347 0 0 TEXAS PACIFIC LAND CORPORATI COM 88262P102 776447 735 SH SOLE 735 0 0 THE CAMPBELLS COMPANY COM 134429109 1916238 62520 SH SOLE 62520 0 0 THOR INDS INC COM 885160101 846093 9527 SH SOLE 9527 0 0 T-MOBILE US INC COM 872590104 1791000 7517 SH SOLE 7517 0 0 TOAST INC CL A 888787108 10250566 231442 SH SOLE 231442 0 0 TRANSDIGM GROUP INC COM 893641100 4268436 2807 SH SOLE 2807 0 0 UGI CORP NEW COM 902681105 1300777 35716 SH SOLE 35716 0 0 UNITEDHEALTH GROUP INC COM 91324P102 1034181 3315 SH SOLE 3315 0 0 UWM HOLDINGS CORPORATION COM CL A 91823B109 614649 148466 SH SOLE 148466 0 0 VALERO ENERGY CORP COM 91913Y100 1721517 12807 SH SOLE 12807 0 0 VISA INC COM CL A 92826C839 20622014 58082 SH SOLE 58082 0 0 WATSCO INC COM 942622200 1239627 2807 SH SOLE 2807 0 0 WEATHERFORD INTL PLC ORD SHS G48833118 954381 18970 SH SOLE 18970 0 0 WESTLAKE CORPORATION COM 960413102 20771715 273564 SH SOLE 273564 0 0 WHIRLPOOL CORP COM 963320106 975153 9615 SH SOLE 9615 0 0 WOLFSPEED INC COM 977852102 265480 665697 SH SOLE 665697 0 0 WYNDHAM HOTELS & RESORTS INC COM 98311A105 12244600 150777 SH SOLE 150777 0 0 XPO INC COM 983793100 941113 7452 SH SOLE 7452 0 0 ZSCALER INC COM 98980G102 10527664 33534 SH SOLE 33534 0 0