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
ADOBE INC COM 00724F101   2,006,629 5,232 SH   SOLE   5,232 0 0
ADT INC DEL COM 00090Q103   738,941 90,779 SH   SOLE   90,779 0 0
AFFIRM HLDGS INC COM CL A 00827B106   491,396 10,874 SH   SOLE   10,874 0 0
AGILENT TECHNOLOGIES INC COM 00846U101   4,189,288 35,812 SH   SOLE   35,812 0 0
AIRBNB INC COM CL A 009066101   698,483 5,847 SH   SOLE   5,847 0 0
ALASKA AIR GROUP INC COM 011659109   772,459 15,694 SH   SOLE   15,694 0 0
ALIGN TECHNOLOGY INC COM 016255101   2,424,521 15,262 SH   SOLE   15,262 0 0
ALLEGION PLC ORD SHS G0176J109   2,308,881 17,698 SH   SOLE   17,698 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101   306,814 3,207 SH   SOLE   3,207 0 0
ALLSTATE CORP COM 020002101   1,536,874 7,422 SH   SOLE   7,422 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107   461,464 1,709 SH   SOLE   1,709 0 0
AMAZON COM INC COM 023135106   1,737,645 9,133 SH   SOLE   9,133 0 0
AMENTUM HOLDINGS INC COM 023939101   189,953 10,437 SH   SOLE   10,437 0 0
AMER SPORTS INC COM SHS G0260P102   2,593,665 97,032 SH   SOLE   97,032 0 0
AMERICAN INTL GROUP INC COM NEW 026874784   1,823,045 20,969 SH   SOLE   20,969 0 0
AMETEK INC COM 031100100   3,305,604 19,203 SH   SOLE   19,203 0 0
ANALOG DEVICES INC COM 032654105   1,910,420 9,473 SH   SOLE   9,473 0 0
AON PLC SHS CL A G0403H108   2,072,873 5,194 SH   SOLE   5,194 0 0
APELLIS PHARMACEUTICALS INC COM 03753U106   235,299 10,759 SH   SOLE   10,759 0 0
APPFOLIO INC COM CL A 03783C100   1,944,356 8,842 SH   SOLE   8,842 0 0
APPLOVIN CORP COM CL A 03831W108   1,611,813 6,083 SH   SOLE   6,083 0 0
APTIV PLC COM SHS G3265R107   1,974,746 33,189 SH   SOLE   33,189 0 0
ARISTA NETWORKS INC COM SHS 040413205   2,999,018 38,707 SH   SOLE   38,707 0 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102   1,634,631 11,603 SH   SOLE   11,603 0 0
ATLASSIAN CORPORATION CL A 049468101   1,281,112 6,037 SH   SOLE   6,037 0 0
AUTODESK INC COM 052769106   3,169,351 12,106 SH   SOLE   12,106 0 0
AUTONATION INC COM 05329W102   694,151 4,287 SH   SOLE   4,287 0 0
AVNET INC COM 053807103   1,129,586 23,489 SH   SOLE   23,489 0 0
AXIS CAP HLDGS LTD SHS G0692U109   1,913,080 19,085 SH   SOLE   19,085 0 0
AZENTA INC COM 114340102   668,864 19,309 SH   SOLE   19,309 0 0
BANK AMERICA CORP COM 060505104   1,736,344 41,609 SH   SOLE   41,609 0 0
BANK OZK LITTLE ROCK ARK COM 06417N103   397,263 9,143 SH   SOLE   9,143 0 0
BATH & BODY WORKS INC COM 070830104   3,232,991 106,629 SH   SOLE   106,629 0 0
BENTLEY SYS INC COM CL B 08265T208   1,611,996 40,976 SH   SOLE   40,976 0 0
BERKLEY W R CORP COM 084423102   1,330,763 18,701 SH   SOLE   18,701 0 0
BEST BUY INC COM 086516101   669,557 9,096 SH   SOLE   9,096 0 0
BIO RAD LABS INC CL A 090572207   389,696 1,600 SH   SOLE   1,600 0 0
BIO-TECHNE CORP COM 09073M104   796,723 13,589 SH   SOLE   13,589 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101   694,317 9,822 SH   SOLE   9,822 0 0
BIRKENSTOCK HOLDING PLC COM SHS M2029K104   1,995,117 43,514 SH   SOLE   43,514 0 0
BLACKSTONE INC COM 09260D107   668,568 4,783 SH   SOLE   4,783 0 0
BLOCK H & R INC COM 093671105   1,272,759 23,179 SH   SOLE   23,179 0 0
BOOKING HOLDINGS INC COM 09857L108   806,209 175 SH   SOLE   175 0 0
BORGWARNER INC COM 099724106   1,318,989 46,038 SH   SOLE   46,038 0 0
BOSTON BEER INC CL A 100557107   342,258 1,433 SH   SOLE   1,433 0 0
BROADCOM INC COM 11135F101   2,799,932 16,723 SH   SOLE   16,723 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   1,540,833 6,355 SH   SOLE   6,355 0 0
BROWN FORMAN CORP CL B 115637209   1,540,197 45,380 SH   SOLE   45,380 0 0
BRUKER CORP COM 116794108   2,713,643 65,013 SH   SOLE   65,013 0 0
CAMDEN PPTY TR SH BEN INT 133131102   650,391 5,318 SH   SOLE   5,318 0 0
CARMAX INC COM 143130102   1,139,502 14,624 SH   SOLE   14,624 0 0
CARTERS INC COM 146229109   487,651 11,923 SH   SOLE   11,923 0 0
CBOE GLOBAL MKTS INC COM 12503M108   2,044,078 9,033 SH   SOLE   9,033 0 0
CDW CORP COM 12514G108   1,227,271 7,658 SH   SOLE   7,658 0 0
CENTENE CORP DEL COM 15135B101   829,056 13,656 SH   SOLE   13,656 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   841,670 16,763 SH   SOLE   16,763 0 0
CHURCHILL DOWNS INC COM 171484108   436,283 3,928 SH   SOLE   3,928 0 0
CIENA CORP COM NEW 171779309   851,942 14,098 SH   SOLE   14,098 0 0
CINTAS CORP COM 172908105   2,311,185 11,245 SH   SOLE   11,245 0 0
CISCO SYS INC COM 17275R102   298,676 4,840 SH   SOLE   4,840 0 0
CITIZENS FINL GROUP INC COM 174610105   593,328 14,482 SH   SOLE   14,482 0 0
CLEAN HARBORS INC COM 184496107   943,518 4,787 SH   SOLE   4,787 0 0
CLOROX CO DEL COM 189054109   2,745,182 18,643 SH   SOLE   18,643 0 0
COCA COLA CONS INC COM 191098102   322,650 239 SH   SOLE   239 0 0
COGNEX CORP COM 192422103   1,561,183 52,336 SH   SOLE   52,336 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102   3,838,541 50,177 SH   SOLE   50,177 0 0
COHERENT CORP COM 19247G107   283,009 4,358 SH   SOLE   4,358 0 0
COMCAST CORP NEW CL A 20030N101   949,880 25,742 SH   SOLE   25,742 0 0
COMFORT SYS USA INC COM 199908104   257,864 800 SH   SOLE   800 0 0
CONAGRA BRANDS INC COM 205887102   973,722 36,510 SH   SOLE   36,510 0 0
COOPER COS INC COM 216648501   1,742,840 20,662 SH   SOLE   20,662 0 0
CORNING INC COM 219350105   461,096 10,072 SH   SOLE   10,072 0 0
CRANE COMPANY COMMON STOCK 224408104   1,132,307 7,392 SH   SOLE   7,392 0 0
CREDIT ACCEP CORP MICH COM 225310101   287,607 557 SH   SOLE   557 0 0
D R HORTON INC COM 23331A109   2,821,142 22,191 SH   SOLE   22,191 0 0
DANAHER CORPORATION COM 235851102   292,740 1,428 SH   SOLE   1,428 0 0
DARLING INGREDIENTS INC COM 237266101   424,395 13,585 SH   SOLE   13,585 0 0
DECKERS OUTDOOR CORP COM 243537107   2,097,556 18,760 SH   SOLE   18,760 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   826,176 18,949 SH   SOLE   18,949 0 0
DENTSPLY SIRONA INC COM 24906P109   760,506 50,904 SH   SOLE   50,904 0 0
DEXCOM INC COM 252131107   3,883,789 56,872 SH   SOLE   56,872 0 0
DISNEY WALT CO COM 254687106   857,012 8,683 SH   SOLE   8,683 0 0
DOLBY LABORATORIES INC COM CL A 25659T107   502,259 6,254 SH   SOLE   6,254 0 0
DOUBLEVERIFY HLDGS INC COM 25862V105   159,330 11,917 SH   SOLE   11,917 0 0
DOVER CORP COM 260003108   3,766,404 21,439 SH   SOLE   21,439 0 0
DOXIMITY INC CL A 26622P107   2,466,623 42,506 SH   SOLE   42,506 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   454,014 13,671 SH   SOLE   13,671 0 0
DUTCH BROS INC CL A 26701L100   312,775 5,066 SH   SOLE   5,066 0 0
DYNATRACE INC COM NEW 268150109   3,845,648 81,562 SH   SOLE   81,562 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   2,909,130 40,137 SH   SOLE   40,137 0 0
ELASTIC N V ORD SHS N14506104   2,391,979 26,846 SH   SOLE   26,846 0 0
ELEVANCE HEALTH INC COM 036752103   933,859 2,147 SH   SOLE   2,147 0 0
ELI LILLY & CO COM 532457108   526,105 637 SH   SOLE   637 0 0
ENPHASE ENERGY INC COM 29355A107   1,381,667 22,267 SH   SOLE   22,267 0 0
EPR PPTYS COM SH BEN INT 26884U109   611,907 11,631 SH   SOLE   11,631 0 0
EQUINIX INC COM 29444U700   2,594,444 3,182 SH   SOLE   3,182 0 0
EQUITABLE HLDGS INC COM 29452E101   3,016,011 57,900 SH   SOLE   57,900 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108   2,837,285 42,538 SH   SOLE   42,538 0 0
ETSY INC COM 29786A106   837,256 17,746 SH   SOLE   17,746 0 0
EVERCORE INC CLASS A 29977A105   3,953,058 19,793 SH   SOLE   19,793 0 0
EVEREST GROUP LTD COM G3223R108   2,461,561 6,775 SH   SOLE   6,775 0 0
EXELIXIS INC COM 30161Q104   703,363 19,051 SH   SOLE   19,051 0 0
EXPEDIA GROUP INC COM NEW 30212P303   426,302 2,536 SH   SOLE   2,536 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107   372,695 2,326 SH   SOLE   2,326 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303   2,564,282 39,402 SH   SOLE   39,402 0 0
FIRST AMERN FINL CORP COM 31847R102   1,465,518 22,330 SH   SOLE   22,330 0 0
FIRST INDL RLTY TR INC COM 32054K103   1,915,256 35,494 SH   SOLE   35,494 0 0
FIVE BELOW INC COM 33829M101   2,160,687 28,838 SH   SOLE   28,838 0 0
FIVE9 INC COM 338307101   1,402,216 51,647 SH   SOLE   51,647 0 0
FLOOR & DECOR HLDGS INC CL A 339750101   2,180,093 27,092 SH   SOLE   27,092 0 0
FLOWSERVE CORP COM 34354P105   2,389,009 48,915 SH   SOLE   48,915 0 0
FORTINET INC COM 34959E109   1,459,302 15,160 SH   SOLE   15,160 0 0
FORTUNE BRANDS INNOVATIONS I COM 34964C106   505,730 8,307 SH   SOLE   8,307 0 0
FRESHPET INC COM 358039105   1,460,299 17,558 SH   SOLE   17,558 0 0
FTI CONSULTING INC COM 302941109   1,750,898 10,671 SH   SOLE   10,671 0 0
GAMING & LEISURE PPTYS INC COM 36467J108   1,804,609 35,454 SH   SOLE   35,454 0 0
GARTNER INC COM 366651107   1,627,332 3,877 SH   SOLE   3,877 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   4,037,841 50,029 SH   SOLE   50,029 0 0
GE VERNOVA INC COM 36828A101   406,938 1,333 SH   SOLE   1,333 0 0
GENERAC HLDGS INC COM 368736104   2,395,078 18,911 SH   SOLE   18,911 0 0
GENPACT LIMITED SHS G3922B107   1,587,071 31,502 SH   SOLE   31,502 0 0
GENTEX CORP COM 371901109   626,607 26,893 SH   SOLE   26,893 0 0
GILEAD SCIENCES INC COM 375558103   1,036,575 9,251 SH   SOLE   9,251 0 0
GLOBAL PMTS INC COM 37940X102   2,657,353 27,138 SH   SOLE   27,138 0 0
GLOBE LIFE INC COM 37959E102   2,232,786 16,951 SH   SOLE   16,951 0 0
GODADDY INC CL A 380237107   1,849,858 10,269 SH   SOLE   10,269 0 0
GRACO INC COM 384109104   1,899,602 22,747 SH   SOLE   22,747 0 0
GRAND CANYON ED INC COM 38526M106   900,742 5,206 SH   SOLE   5,206 0 0
HANOVER INS GROUP INC COM 410867105   988,384 5,682 SH   SOLE   5,682 0 0
HARLEY DAVIDSON INC COM 412822108   596,026 23,605 SH   SOLE   23,605 0 0
HASBRO INC COM 418056107   3,177,127 51,669 SH   SOLE   51,669 0 0
HAYWARD HLDGS INC COM 421298100   497,222 35,720 SH   SOLE   35,720 0 0
HEALTHCARE RLTY TR CL A COM 42226K105   440,566 26,069 SH   SOLE   26,069 0 0
HOLOGIC INC COM 436440101   4,051,618 65,592 SH   SOLE   65,592 0 0
HOME DEPOT INC COM 437076102   3,431,079 9,362 SH   SOLE   9,362 0 0
HORMEL FOODS CORP COM 440452100   1,322,994 42,760 SH   SOLE   42,760 0 0
HOULIHAN LOKEY INC CL A 441593100   1,700,595 10,530 SH   SOLE   10,530 0 0
HUBBELL INC COM 443510607   3,412,013 10,311 SH   SOLE   10,311 0 0
HUMANA INC COM 444859102   3,923,224 14,827 SH   SOLE   14,827 0 0
HUNT J B TRANS SVCS INC COM 445658107   4,318,217 29,187 SH   SOLE   29,187 0 0
IDEX CORP COM 45167R104   3,012,427 16,646 SH   SOLE   16,646 0 0
ILLUMINA INC COM 452327109   3,745,483 47,208 SH   SOLE   47,208 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107   2,016,721 12,179 SH   SOLE   12,179 0 0
INTUIT COM 461202103   2,360,178 3,844 SH   SOLE   3,844 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   1,779,010 3,592 SH   SOLE   3,592 0 0
INVESCO LTD SHS G491BT108   948,428 62,520 SH   SOLE   62,520 0 0
INVITATION HOMES INC COM 46187W107   427,958 12,280 SH   SOLE   12,280 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102   1,088,565 39,845 SH   SOLE   39,845 0 0
JACOBS SOLUTIONS INC COM 46982L108   1,845,628 15,267 SH   SOLE   15,267 0 0
JANUS HENDERSON GROUP PLC ORD SHS G4474Y214   655,616 18,136 SH   SOLE   18,136 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105   1,371,858 11,050 SH   SOLE   11,050 0 0
JOHNSON & JOHNSON COM 478160104   754,738 4,551 SH   SOLE   4,551 0 0
JPMORGAN CHASE & CO. COM 46625H100   2,108,354 8,595 SH   SOLE   8,595 0 0
KBR INC COM 48242W106   1,951,058 39,170 SH   SOLE   39,170 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   324,552 2,167 SH   SOLE   2,167 0 0
KIMBERLY-CLARK CORP COM 494368103   1,398,734 9,835 SH   SOLE   9,835 0 0
KIRBY CORP COM 497266106   1,664,140 16,475 SH   SOLE   16,475 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104   3,969,419 91,272 SH   SOLE   91,272 0 0
LAMAR ADVERTISING CO NEW CL A 512816109   2,317,016 20,364 SH   SOLE   20,364 0 0
LAS VEGAS SANDS CORP COM 517834107   759,273 19,655 SH   SOLE   19,655 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104   2,366,229 45,114 SH   SOLE   45,114 0 0
LAUDER ESTEE COS INC CL A 518439104   2,742,036 41,546 SH   SOLE   41,546 0 0
LENNOX INTL INC COM 526107107   371,830 663 SH   SOLE   663 0 0
LINCOLN ELEC HLDGS INC COM 533900106   1,762,971 9,320 SH   SOLE   9,320 0 0
LINCOLN NATL CORP IND COM 534187109   1,062,541 29,589 SH   SOLE   29,589 0 0
LUMENTUM HLDGS INC COM 55024U109   494,668 7,935 SH   SOLE   7,935 0 0
M & T BK CORP COM 55261F104   1,140,246 6,379 SH   SOLE   6,379 0 0
MANPOWERGROUP INC WIS COM 56418H100   1,062,677 18,360 SH   SOLE   18,360 0 0
MAPLEBEAR INC COM 565394103   2,180,068 54,652 SH   SOLE   54,652 0 0
MARKETAXESS HLDGS INC COM 57060D108   1,188,627 5,494 SH   SOLE   5,494 0 0
MARVELL TECHNOLOGY INC COM 573874104   2,518,521 40,905 SH   SOLE   40,905 0 0
MASCO CORP COM 574599106   1,718,820 24,717 SH   SOLE   24,717 0 0
MASTEC INC COM 576323109   748,578 6,414 SH   SOLE   6,414 0 0
MATCH GROUP INC NEW COM 57667L107   1,036,870 33,233 SH   SOLE   33,233 0 0
MERCK & CO INC COM 58933Y105   2,140,956 23,852 SH   SOLE   23,852 0 0
META PLATFORMS INC CL A 30303M102   1,386,146 2,405 SH   SOLE   2,405 0 0
METLIFE INC COM 59156R108   1,249,393 15,561 SH   SOLE   15,561 0 0
MGIC INVT CORP WIS COM 552848103   1,516,214 61,187 SH   SOLE   61,187 0 0
MILLROSE PPTYS INC COM CL A 601137102   1,156,923 43,641 SH   SOLE   43,641 0 0
MOHAWK INDS INC COM 608190104   367,888 3,222 SH   SOLE   3,222 0 0
MOLSON COORS BEVERAGE CO CL B 60871R209   380,620 6,253 SH   SOLE   6,253 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109   2,155,467 36,833 SH   SOLE   36,833 0 0
MORNINGSTAR INC COM 617700109   1,733,848 5,782 SH   SOLE   5,782 0 0
NEW YORK TIMES CO CL A 650111107   608,542 12,269 SH   SOLE   12,269 0 0
NEWS CORP NEW CL A 65249B109   2,507,751 92,129 SH   SOLE   92,129 0 0
NEXSTAR MEDIA GROUP INC COMMON STOCK 65336K103   3,025,950 16,884 SH   SOLE   16,884 0 0
NNN REIT INC COM 637417106   1,477,737 34,648 SH   SOLE   34,648 0 0
NUTANIX INC CL A 67059N108   321,196 4,601 SH   SOLE   4,601 0 0
NVENT ELECTRIC PLC SHS G6700G107   3,446,091 65,740 SH   SOLE   65,740 0 0
NVIDIA CORPORATION COM 67066G104   386,700 3,568 SH   SOLE   3,568 0 0
OKTA INC CL A 679295105   2,727,302 25,920 SH   SOLE   25,920 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100   2,593,429 15,675 SH   SOLE   15,675 0 0
OLD REP INTL CORP COM 680223104   1,278,886 32,608 SH   SOLE   32,608 0 0
ONEMAIN HLDGS INC COM 68268W103   660,711 13,517 SH   SOLE   13,517 0 0
ONTO INNOVATION INC COM 683344105   1,367,138 11,267 SH   SOLE   11,267 0 0
OSHKOSH CORP COM 688239201   1,483,924 15,773 SH   SOLE   15,773 0 0
OWENS CORNING NEW COM 690742101   2,208,568 15,464 SH   SOLE   15,464 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   2,247,825 26,633 SH   SOLE   26,633 0 0
PARSONS CORP DEL COM 70202L102   1,476,875 24,943 SH   SOLE   24,943 0 0
PEGASYSTEMS INC COM 705573103   1,621,206 23,320 SH   SOLE   23,320 0 0
PENTAIR PLC SHS G7S00T104   1,213,960 13,877 SH   SOLE   13,877 0 0
PEPSICO INC COM 713448108   2,186,725 14,584 SH   SOLE   14,584 0 0
PERRIGO CO PLC SHS G97822103   724,357 25,833 SH   SOLE   25,833 0 0
PFIZER INC COM 717081103   2,057,431 81,193 SH   SOLE   81,193 0 0
PINTEREST INC CL A 72352L106   2,667,302 86,042 SH   SOLE   86,042 0 0
PNC FINL SVCS GROUP INC COM 693475105   2,023,640 11,513 SH   SOLE   11,513 0 0
PRIMERICA INC COM 74164M108   1,028,291 3,614 SH   SOLE   3,614 0 0
PRINCIPAL FINANCIAL GROUP IN COM 74251V102   1,398,770 16,579 SH   SOLE   16,579 0 0
PROCORE TECHNOLOGIES INC COM 74275K108   418,369 6,337 SH   SOLE   6,337 0 0
PROCTER AND GAMBLE CO COM 742718109   555,910 3,262 SH   SOLE   3,262 0 0
PROLOGIS INC. COM 74340W103   2,953,715 26,422 SH   SOLE   26,422 0 0
PROSPERITY BANCSHARES INC COM 743606105   516,505 7,237 SH   SOLE   7,237 0 0
PVH CORPORATION COM 693656100   1,871,199 28,948 SH   SOLE   28,948 0 0
QORVO INC COM 74736K101   1,218,009 16,821 SH   SOLE   16,821 0 0
QUALCOMM INC COM 747525103   814,287 5,301 SH   SOLE   5,301 0 0
RALPH LAUREN CORP CL A 751212101   691,358 3,132 SH   SOLE   3,132 0 0
RAYMOND JAMES FINL INC COM 754730109   348,664 2,510 SH   SOLE   2,510 0 0
REGENCY CTRS CORP COM 758849103   611,323 8,288 SH   SOLE   8,288 0 0
REINSURANCE GRP OF AMERICA I COM NEW 759351604   2,362,406 11,998 SH   SOLE   11,998 0 0
RINGCENTRAL INC CL A 76680R206   1,307,452 52,805 SH   SOLE   52,805 0 0
ROBERT HALF INC. COM 770323103   1,650,956 30,265 SH   SOLE   30,265 0 0
ROKU INC COM CL A 77543R102   510,620 7,249 SH   SOLE   7,249 0 0
ROSS STORES INC COM 778296103   3,399,981 26,606 SH   SOLE   26,606 0 0
SALESFORCE INC COM 79466L302   1,523,748 5,678 SH   SOLE   5,678 0 0
SANDISK CORP COM 80004C200   1,863,170 39,134 SH   SOLE   39,134 0 0
SCHWAB CHARLES CORP COM 808513105   2,303,859 29,431 SH   SOLE   29,431 0 0
SEI INVTS CO COM 784117103   492,019 6,338 SH   SOLE   6,338 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102   965,194 39,769 SH   SOLE   39,769 0 0
SHARKNINJA INC COM SHS G8068L108   2,701,984 32,394 SH   SOLE   32,394 0 0
SIMON PPTY GROUP INC NEW COM 828806109   377,500 2,273 SH   SOLE   2,273 0 0
SMUCKER J M CO COM NEW 832696405   1,662,595 14,041 SH   SOLE   14,041 0 0
SPECTRUM BRANDS HLDGS INC NE COM 84790A105   220,302 3,079 SH   SOLE   3,079 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   668,836 1,216 SH   SOLE   1,216 0 0
SUN CMNTYS INC COM 866674104   2,725,496 21,187 SH   SOLE   21,187 0 0
SYNCHRONY FINANCIAL COM 87165B103   2,023,261 38,218 SH   SOLE   38,218 0 0
SYSCO CORP COM 871829107   3,461,145 46,124 SH   SOLE   46,124 0 0
T-MOBILE US INC COM 872590104   769,992 2,887 SH   SOLE   2,887 0 0
TAPESTRY INC COM 876030107   2,272,483 32,275 SH   SOLE   32,275 0 0
TARGET CORP COM 87612E106   2,953,597 28,302 SH   SOLE   28,302 0 0
TERADYNE INC COM 880770102   1,549,246 18,756 SH   SOLE   18,756 0 0
TEXAS ROADHOUSE INC COM 882681109   411,243 2,468 SH   SOLE   2,468 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   1,538,082 3,091 SH   SOLE   3,091 0 0
TIMKEN CO COM 887389104   446,456 6,212 SH   SOLE   6,212 0 0
TJX COS INC NEW COM 872540109   705,953 5,796 SH   SOLE   5,796 0 0
TOAST INC CL A 888787108   1,466,512 44,212 SH   SOLE   44,212 0 0
TOLL BROTHERS INC COM 889478103   933,310 8,839 SH   SOLE   8,839 0 0
TORO CO COM 891092108   2,196,032 30,186 SH   SOLE   30,186 0 0
TRAVELERS COMPANIES INC COM 89417E109   1,274,433 4,819 SH   SOLE   4,819 0 0
TRIPADVISOR INC COM 896945201   1,070,685 75,560 SH   SOLE   75,560 0 0
TRUIST FINL CORP COM 89832Q109   346,318 8,416 SH   SOLE   8,416 0 0
TWILIO INC CL A 90138F102   762,621 7,789 SH   SOLE   7,789 0 0
TYSON FOODS INC CL A 902494103   2,015,184 31,581 SH   SOLE   31,581 0 0
UBER TECHNOLOGIES INC COM 90353T100   2,299,607 31,562 SH   SOLE   31,562 0 0
UIPATH INC CL A 90364P105   729,528 70,828 SH   SOLE   70,828 0 0
UNITED AIRLS HLDGS INC COM 910047109   513,594 7,438 SH   SOLE   7,438 0 0
UNITED PARCEL SERVICE INC CL B 911312106   2,115,768 19,236 SH   SOLE   19,236 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100   885,009 4,710 SH   SOLE   4,710 0 0
US BANCORP DEL COM NEW 902973304   862,977 20,440 SH   SOLE   20,440 0 0
V F CORP COM 918204108   1,927,429 124,190 SH   SOLE   124,190 0 0
VALMONT INDS INC COM 920253101   1,180,290 4,136 SH   SOLE   4,136 0 0
VALVOLINE INC COM 92047W101   831,889 23,898 SH   SOLE   23,898 0 0
VEEVA SYS INC CL A COM 922475108   553,827 2,391 SH   SOLE   2,391 0 0
VERALTO CORP COM SHS 92338C103   3,768,879 38,675 SH   SOLE   38,675 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   2,396,823 33,197 SH   SOLE   33,197 0 0
VICI PPTYS INC COM 925652109   1,533,923 47,024 SH   SOLE   47,024 0 0
VIRTU FINL INC CL A 928254101   987,880 25,915 SH   SOLE   25,915 0 0
VONTIER CORPORATION COM 928881101   986,420 30,028 SH   SOLE   30,028 0 0
WEBSTER FINL CORP COM 947890109   1,086,571 21,078 SH   SOLE   21,078 0 0
WESTERN UN CO COM 959802109   535,062 50,573 SH   SOLE   50,573 0 0
WEX INC COM 96208T104   1,326,819 8,450 SH   SOLE   8,450 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104   2,697,976 92,144 SH   SOLE   92,144 0 0
WP CAREY INC COM 92936U109   1,758,939 27,871 SH   SOLE   27,871 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105   461,510 5,099 SH   SOLE   5,099 0 0
YETI HLDGS INC COM 98585X104   355,593 10,743 SH   SOLE   10,743 0 0
YUM BRANDS INC COM 988498101   831,018 5,281 SH   SOLE   5,281 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105   1,700,164 6,017 SH   SOLE   6,017 0 0
ZOETIS INC CL A 98978V103   1,396,397 8,481 SH   SOLE   8,481 0 0
ZOOM COMMUNICATIONS INC CL A 98980L101   2,367,427 32,092 SH   SOLE   32,092 0 0