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
10X GENOMICS INC CL A COM 88025U109   711,823 61,470 SH   SOLE   61,470 0 0
ABBVIE INC COM 00287Y109   487,624 2,627 SH   SOLE   2,627 0 0
ADOBE INC COM 00724F101   1,328,159 3,433 SH   SOLE   3,433 0 0
ADVANCE AUTO PARTS INC COM 00751Y106   803,673 17,287 SH   SOLE   17,287 0 0
AECOM COM 00766T100   1,070,703 9,487 SH   SOLE   9,487 0 0
AFFILIATED MANAGERS GROUP IN COM 008252108   493,696 2,509 SH   SOLE   2,509 0 0
AFFIRM HLDGS INC COM CL A 00827B106   1,485,473 21,485 SH   SOLE   21,485 0 0
AGREE RLTY CORP COM 008492100   1,019,552 13,955 SH   SOLE   13,955 0 0
AIR LEASE CORP CL A 00912X302   866,412 14,813 SH   SOLE   14,813 0 0
AIRBNB INC COM CL A 009066101   567,077 4,285 SH   SOLE   4,285 0 0
ALASKA AIR GROUP INC COM 011659109   463,380 9,365 SH   SOLE   9,365 0 0
ALIGN TECHNOLOGY INC COM 016255101   534,857 2,825 SH   SOLE   2,825 0 0
ALLEGRO MICROSYSTEMS INC COM 01749D105   629,882 18,423 SH   SOLE   18,423 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101   1,194,214 12,572 SH   SOLE   12,572 0 0
ALLSTATE CORP COM 020002101   1,773,944 8,812 SH   SOLE   8,812 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107   647,289 1,985 SH   SOLE   1,985 0 0
ALPHABET INC CAP STK CL C 02079K107   1,086,691 6,126 SH   SOLE   6,126 0 0
AMAZON COM INC COM 023135106   851,891 3,883 SH   SOLE   3,883 0 0
AMDOCS LTD SHS G02602103   988,312 10,832 SH   SOLE   10,832 0 0
AMERICAN INTL GROUP INC COM NEW 026874784   356,311 4,163 SH   SOLE   4,163 0 0
AMERICOLD REALTY TRUST INC COM 03064D108   336,924 20,260 SH   SOLE   20,260 0 0
AMERIPRISE FINL INC COM 03076C106   576,962 1,081 SH   SOLE   1,081 0 0
AMETEK INC COM 031100100   1,485,682 8,210 SH   SOLE   8,210 0 0
AMPHENOL CORP NEW CL A 032095101   483,381 4,895 SH   SOLE   4,895 0 0
APTIV PLC COM SHS G3265R107   739,709 10,843 SH   SOLE   10,843 0 0
ARCH CAP GROUP LTD ORD G0450A105   1,926,709 21,161 SH   SOLE   21,161 0 0
ARISTA NETWORKS INC COM SHS 040413205   720,774 7,045 SH   SOLE   7,045 0 0
ASSURANT INC COM 04621X108   672,256 3,404 SH   SOLE   3,404 0 0
ATLASSIAN CORPORATION CL A 049468101   2,520,956 12,413 SH   SOLE   12,413 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   1,888,025 6,122 SH   SOLE   6,122 0 0
AVIS BUDGET GROUP COM 053774105   1,490,176 8,815 SH   SOLE   8,815 0 0
AVNET INC COM 053807103   525,333 9,897 SH   SOLE   9,897 0 0
AXIS CAP HLDGS LTD SHS G0692U109   221,656 2,135 SH   SOLE   2,135 0 0
AZENTA INC COM 114340102   409,497 13,304 SH   SOLE   13,304 0 0
BANK NEW YORK MELLON CORP COM 064058100   1,208,301 13,262 SH   SOLE   13,262 0 0
BATH & BODY WORKS INC COM 070830104   1,428,732 47,688 SH   SOLE   47,688 0 0
BECTON DICKINSON & CO COM 075887109   283,696 1,647 SH   SOLE   1,647 0 0
BELLRING BRANDS INC COMMON STOCK 07831C103   1,057,976 18,263 SH   SOLE   18,263 0 0
BENTLEY SYS INC COM CL B 08265T208   324,522 6,013 SH   SOLE   6,013 0 0
BEST BUY INC COM 086516101   1,064,816 15,862 SH   SOLE   15,862 0 0
BILL HOLDINGS INC COM 090043100   867,514 18,753 SH   SOLE   18,753 0 0
BIO-TECHNE CORP COM 09073M104   751,479 14,606 SH   SOLE   14,606 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101   593,786 10,802 SH   SOLE   10,802 0 0
BIRKENSTOCK HOLDING PLC COM SHS M2029K104   1,257,336 25,566 SH   SOLE   25,566 0 0
BLACKSTONE INC COM 09260D107   2,675,687 17,888 SH   SOLE   17,888 0 0
BLOCK H & R INC COM 093671105   1,085,175 19,770 SH   SOLE   19,770 0 0
BORGWARNER INC COM 099724106   766,659 22,899 SH   SOLE   22,899 0 0
BOSTON SCIENTIFIC CORP COM 101137107   2,907,589 27,070 SH   SOLE   27,070 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   1,255,570 27,124 SH   SOLE   27,124 0 0
BROADCOM INC COM 11135F101   622,142 2,257 SH   SOLE   2,257 0 0
BROWN FORMAN CORP CL B 115637209   1,345,931 50,016 SH   SOLE   50,016 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   1,670,481 5,421 SH   SOLE   5,421 0 0
CAPITAL ONE FINL CORP COM 14040H105   1,447,619 6,804 SH   SOLE   6,804 0 0
CARMAX INC COM 143130102   913,182 13,587 SH   SOLE   13,587 0 0
CAVA GROUP INC COM 148929102   272,821 3,239 SH   SOLE   3,239 0 0
CENTENE CORP DEL COM 15135B101   2,877,600 53,014 SH   SOLE   53,014 0 0
CHARLES RIV LABS INTL INC COM 159864107   1,537,784 10,135 SH   SOLE   10,135 0 0
CHEMED CORP NEW COM 16359R103   978,242 2,009 SH   SOLE   2,009 0 0
CINTAS CORP COM 172908105   777,816 3,490 SH   SOLE   3,490 0 0
CIRRUS LOGIC INC COM 172755100   964,984 9,256 SH   SOLE   9,256 0 0
CITIGROUP INC COM NEW 172967424   713,050 8,377 SH   SOLE   8,377 0 0
CITIZENS FINL GROUP INC COM 174610105   446,784 9,984 SH   SOLE   9,984 0 0
COGNEX CORP COM 192422103   972,948 30,673 SH   SOLE   30,673 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102   352,852 4,522 SH   SOLE   4,522 0 0
COLGATE PALMOLIVE CO COM 194162103   2,881,166 31,696 SH   SOLE   31,696 0 0
COLUMBIA BKG SYS INC COM 197236102   422,570 18,074 SH   SOLE   18,074 0 0
COMCAST CORP NEW CL A 20030N101   217,638 6,098 SH   SOLE   6,098 0 0
COMFORT SYS USA INC COM 199908104   1,004,858 1,874 SH   SOLE   1,874 0 0
CONFLUENT INC CLASS A COM 20717M103   568,030 22,785 SH   SOLE   22,785 0 0
COOPER COS INC COM 216648501   1,710,259 24,034 SH   SOLE   24,034 0 0
COPART INC COM 217204106   2,639,328 53,787 SH   SOLE   53,787 0 0
CORE & MAIN INC CL A 21874C102   587,024 9,727 SH   SOLE   9,727 0 0
COSTCO WHSL CORP NEW COM 22160K105   1,083,984 1,095 SH   SOLE   1,095 0 0
COUPANG INC CL A 22266T109   406,288 13,561 SH   SOLE   13,561 0 0
CROCS INC COM 227046109   1,043,589 10,304 SH   SOLE   10,304 0 0
CROWN CASTLE INC COM 22822V101   2,888,459 28,117 SH   SOLE   28,117 0 0
CUBESMART COM 229663109   385,900 9,080 SH   SOLE   9,080 0 0
D R HORTON INC COM 23331A109   319,077 2,475 SH   SOLE   2,475 0 0
DANAHER CORPORATION COM 235851102   804,580 4,073 SH   SOLE   4,073 0 0
DARLING INGREDIENTS INC COM 237266101   891,173 23,489 SH   SOLE   23,489 0 0
DECKERS OUTDOOR CORP COM 243537107   616,977 5,986 SH   SOLE   5,986 0 0
DENTSPLY SIRONA INC COM 24906P109   548,162 34,519 SH   SOLE   34,519 0 0
DEXCOM INC COM 252131107   1,879,179 21,528 SH   SOLE   21,528 0 0
DOLLAR GEN CORP NEW COM 256677105   1,273,164 11,131 SH   SOLE   11,131 0 0
DOLLAR TREE INC COM 256746108   689,318 6,960 SH   SOLE   6,960 0 0
DOMINOS PIZZA INC COM 25754A201   233,861 519 SH   SOLE   519 0 0
DOVER CORP COM 260003108   2,609,195 14,240 SH   SOLE   14,240 0 0
DOXIMITY INC CL A 26622P107   382,026 6,228 SH   SOLE   6,228 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   642,621 14,983 SH   SOLE   14,983 0 0
DUOLINGO INC CL A COM 26603R106   747,466 1,823 SH   SOLE   1,823 0 0
DUTCH BROS INC CL A 26701L100   405,024 5,924 SH   SOLE   5,924 0 0
EBAY INC. COM 278642103   221,519 2,975 SH   SOLE   2,975 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   1,004,373 12,842 SH   SOLE   12,842 0 0
ELASTIC N V ORD SHS N14506104   2,326,074 27,583 SH   SOLE   27,583 0 0
ELEVANCE HEALTH INC COM 036752103   2,268,026 5,831 SH   SOLE   5,831 0 0
ENCOMPASS HEALTH CORP COM 29261A100   742,402 6,054 SH   SOLE   6,054 0 0
ENOVIS CORPORATION COM 194014502   370,142 11,803 SH   SOLE   11,803 0 0
EQUINIX INC COM 29444U700   1,256,047 1,579 SH   SOLE   1,579 0 0
EQUITABLE HLDGS INC COM 29452E101   988,538 17,621 SH   SOLE   17,621 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108   985,487 15,980 SH   SOLE   15,980 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107   287,035 4,253 SH   SOLE   4,253 0 0
EURONET WORLDWIDE INC COM 298736109   448,201 4,421 SH   SOLE   4,421 0 0
EVEREST GROUP LTD COM G3223R108   1,266,961 3,728 SH   SOLE   3,728 0 0
EXACT SCIENCES CORP COM 30063P105   466,941 8,787 SH   SOLE   8,787 0 0
EXELIXIS INC COM 30161Q104   414,173 9,397 SH   SOLE   9,397 0 0
EXPEDIA GROUP INC COM NEW 30212P303   575,874 3,414 SH   SOLE   3,414 0 0
EXTRA SPACE STORAGE INC COM 30225T102   929,314 6,303 SH   SOLE   6,303 0 0
FAIR ISAAC CORP COM 303250104   893,872 489 SH   SOLE   489 0 0
FEDERAL RLTY INVT TR NEW SH BEN INT NEW 313745101   863,934 9,095 SH   SOLE   9,095 0 0
FEDEX CORP COM 31428X106   576,004 2,534 SH   SOLE   2,534 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107   441,815 2,029 SH   SOLE   2,029 0 0
FIDELITY NATIONAL FINANCIAL COM SHS 31620R303   1,362,594 24,306 SH   SOLE   24,306 0 0
FIRST AMERN FINL CORP COM 31847R102   764,735 12,457 SH   SOLE   12,457 0 0
FISERV INC COM 337738108   1,184,974 6,873 SH   SOLE   6,873 0 0
FIVE9 INC COM 338307101   909,403 34,343 SH   SOLE   34,343 0 0
FLOWSERVE CORP COM 34354P105   1,040,195 19,870 SH   SOLE   19,870 0 0
FORTIVE CORP COM 34959J108   1,502,074 28,814 SH   SOLE   28,814 0 0
FORTUNE BRANDS INNOVATIONS I COM 34964C106   1,691,839 32,864 SH   SOLE   32,864 0 0
FOX CORP CL B COM 35137L204   839,039 16,251 SH   SOLE   16,251 0 0
FRESHPET INC COM 358039105   796,763 11,724 SH   SOLE   11,724 0 0
GAMING & LEISURE PPTYS INC COM 36467J108   1,181,704 25,315 SH   SOLE   25,315 0 0
GAP INC COM 364760108   871,920 39,978 SH   SOLE   39,978 0 0
GARMIN LTD SHS H2906T109   1,576,880 7,555 SH   SOLE   7,555 0 0
GARTNER INC COM 366651107   601,479 1,488 SH   SOLE   1,488 0 0
GE VERNOVA INC COM 36828A101   1,860,491 3,516 SH   SOLE   3,516 0 0
GENERAL MTRS CO COM 37045V100   206,879 4,204 SH   SOLE   4,204 0 0
GENPACT LIMITED SHS G3922B107   755,916 17,176 SH   SOLE   17,176 0 0
GENUINE PARTS CO COM 372460105   650,222 5,360 SH   SOLE   5,360 0 0
GILEAD SCIENCES INC COM 375558103   324,627 2,928 SH   SOLE   2,928 0 0
GLOBAL PMTS INC COM 37940X102   497,609 6,217 SH   SOLE   6,217 0 0
GLOBANT S A COM L44385109   1,854,953 20,420 SH   SOLE   20,420 0 0
GODADDY INC CL A 380237107   276,572 1,536 SH   SOLE   1,536 0 0
GRAND CANYON ED INC COM 38526M106   585,333 3,097 SH   SOLE   3,097 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100   1,100,493 4,674 SH   SOLE   4,674 0 0
HARLEY DAVIDSON INC COM 412822108   397,282 16,834 SH   SOLE   16,834 0 0
HARTFORD INSURANCE GROUP INC COM 416515104   1,926,648 15,186 SH   SOLE   15,186 0 0
HASBRO INC COM 418056107   2,160,047 29,261 SH   SOLE   29,261 0 0
HOME DEPOT INC COM 437076102   505,963 1,380 SH   SOLE   1,380 0 0
HONEYWELL INTL INC COM 438516106   1,060,303 4,553 SH   SOLE   4,553 0 0
HOST HOTELS & RESORTS INC COM 44107P104   2,575,288 167,662 SH   SOLE   167,662 0 0
HOULIHAN LOKEY INC CL A 441593100   385,993 2,145 SH   SOLE   2,145 0 0
IAC INC COM NEW 44891N208   362,459 9,707 SH   SOLE   9,707 0 0
IDEX CORP COM 45167R104   2,002,376 11,405 SH   SOLE   11,405 0 0
ILLUMINA INC COM 452327109   1,352,723 14,178 SH   SOLE   14,178 0 0
INGREDION INC COM 457187102   520,781 3,840 SH   SOLE   3,840 0 0
INSULET CORP COM 45784P101   527,194 1,678 SH   SOLE   1,678 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   1,074,951 5,859 SH   SOLE   5,859 0 0
INTERPUBLIC GROUP COS INC COM 460690100   2,858,946 116,787 SH   SOLE   116,787 0 0
INTUIT COM 461202103   2,613,356 3,318 SH   SOLE   3,318 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   478,201 880 SH   SOLE   880 0 0
INVITATION HOMES INC COM 46187W107   1,107,098 33,753 SH   SOLE   33,753 0 0
JANUS HENDERSON GROUP PLC ORD SHS G4474Y214   711,471 18,318 SH   SOLE   18,318 0 0
JEFFERIES FINL GROUP INC COM 47233W109   1,344,499 24,584 SH   SOLE   24,584 0 0
KBR INC COM 48242W106   1,024,957 21,380 SH   SOLE   21,380 0 0
KEMPER CORP COM 488401100   652,177 10,105 SH   SOLE   10,105 0 0
KIMCO RLTY CORP COM 49446R109   777,046 36,967 SH   SOLE   36,967 0 0
KIRBY CORP COM 497266106   461,352 4,068 SH   SOLE   4,068 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104   1,705,863 38,568 SH   SOLE   38,568 0 0
LAMB WESTON HLDGS INC COM 513272104   812,023 15,661 SH   SOLE   15,661 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104   448,307 9,151 SH   SOLE   9,151 0 0
LAUDER ESTEE COS INC CL A 518439104   504,919 6,249 SH   SOLE   6,249 0 0
LEAR CORP COM NEW 521865204   207,436 2,184 SH   SOLE   2,184 0 0
LEGGETT & PLATT INC COM 524660107   287,063 32,182 SH   SOLE   32,182 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   322,801 3,089 SH   SOLE   3,089 0 0
LITTELFUSE INC COM 537008104   548,233 2,418 SH   SOLE   2,418 0 0
LUMENTUM HLDGS INC COM 55024U109   1,029,025 10,825 SH   SOLE   10,825 0 0
LYFT INC CL A COM 55087P104   1,178,139 74,755 SH   SOLE   74,755 0 0
MANHATTAN ASSOCIATES INC COM 562750109   1,942,907 9,839 SH   SOLE   9,839 0 0
MAPLEBEAR INC COM 565394103   1,182,347 26,135 SH   SOLE   26,135 0 0
MARKETAXESS HLDGS INC COM 57060D108   1,889,010 8,458 SH   SOLE   8,458 0 0
MASCO CORP COM 574599106   858,305 13,336 SH   SOLE   13,336 0 0
MASTEC INC COM 576323109   1,928,245 11,314 SH   SOLE   11,314 0 0
MASTERCARD INCORPORATED CL A 57636Q104   2,933,327 5,220 SH   SOLE   5,220 0 0
MCDONALDS CORP COM 580135101   565,933 1,937 SH   SOLE   1,937 0 0
MERCK & CO INC COM 58933Y105   1,391,158 17,574 SH   SOLE   17,574 0 0
METLIFE INC COM 59156R108   2,590,167 32,208 SH   SOLE   32,208 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   2,066,837 29,371 SH   SOLE   29,371 0 0
MICRON TECHNOLOGY INC COM 595112103   1,730,184 14,038 SH   SOLE   14,038 0 0
MICROSOFT CORP COM 594918104   450,156 905 SH   SOLE   905 0 0
MID-AMER APT CMNTYS INC COM 59522J103   293,948 1,986 SH   SOLE   1,986 0 0
MILLROSE PPTYS INC COM CL A 601137102   452,482 15,871 SH   SOLE   15,871 0 0
MOHAWK INDS INC COM 608190104   714,170 6,812 SH   SOLE   6,812 0 0
MOLINA HEALTHCARE INC COM 60855R100   325,605 1,093 SH   SOLE   1,093 0 0
MOLSON COORS BEVERAGE CO CL B 60871R209   464,357 9,656 SH   SOLE   9,656 0 0
MONGODB INC CL A 60937P106   1,968,866 9,376 SH   SOLE   9,376 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109   1,474,295 23,536 SH   SOLE   23,536 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307   578,973 1,377 SH   SOLE   1,377 0 0
NASDAQ INC COM 631103108   2,277,796 25,473 SH   SOLE   25,473 0 0
NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106   548,788 17,155 SH   SOLE   17,155 0 0
NETAPP INC COM 64110D104   284,808 2,673 SH   SOLE   2,673 0 0
NEW YORK TIMES CO CL A 650111107   306,994 5,484 SH   SOLE   5,484 0 0
NEXSTAR MEDIA GROUP INC COMMON STOCK 65336K103   772,914 4,469 SH   SOLE   4,469 0 0
NNN REIT INC COM 637417106   512,331 11,865 SH   SOLE   11,865 0 0
OLD REP INTL CORP COM 680223104   833,149 21,674 SH   SOLE   21,674 0 0
OMEGA HEALTHCARE INVS INC COM 681936100   371,448 10,135 SH   SOLE   10,135 0 0
ONEMAIN HLDGS INC COM 68268W103   389,025 6,825 SH   SOLE   6,825 0 0
ONTO INNOVATION INC COM 683344105   1,657,775 16,425 SH   SOLE   16,425 0 0
ORGANON & CO COMMON STOCK 68622V106   206,087 21,290 SH   SOLE   21,290 0 0
OTIS WORLDWIDE CORP COM 68902V107   2,834,646 28,627 SH   SOLE   28,627 0 0
OWENS CORNING NEW COM 690742101   1,615,998 11,751 SH   SOLE   11,751 0 0
PAYLOCITY HLDG CORP COM 70438V106   1,458,398 8,049 SH   SOLE   8,049 0 0
PEGASYSTEMS INC COM 705573103   254,844 4,708 SH   SOLE   4,708 0 0
PENTAIR PLC SHS G7S00T104   756,296 7,367 SH   SOLE   7,367 0 0
PENUMBRA INC COM 70975L107   1,107,102 4,314 SH   SOLE   4,314 0 0
PEPSICO INC COM 713448108   479,173 3,629 SH   SOLE   3,629 0 0
PERRIGO CO PLC SHS G97822103   292,050 10,930 SH   SOLE   10,930 0 0
PFIZER INC COM 717081103   552,817 22,806 SH   SOLE   22,806 0 0
PILGRIMS PRIDE CORP COM 72147K108   313,556 6,971 SH   SOLE   6,971 0 0
PINNACLE FINL PARTNERS INC COM 72346Q104   252,618 2,288 SH   SOLE   2,288 0 0
PINTEREST INC CL A 72352L106   763,388 21,288 SH   SOLE   21,288 0 0
PLANET FITNESS INC CL A 72703H101   483,419 4,433 SH   SOLE   4,433 0 0
PNC FINL SVCS GROUP INC COM 693475105   453,373 2,432 SH   SOLE   2,432 0 0
PRINCIPAL FINANCIAL GROUP IN COM 74251V102   1,095,737 13,795 SH   SOLE   13,795 0 0
PROGRESSIVE CORP COM 743315103   947,887 3,552 SH   SOLE   3,552 0 0
PROSPERITY BANCSHARES INC COM 743606105   337,995 4,812 SH   SOLE   4,812 0 0
PURE STORAGE INC CL A 74624M102   876,828 15,228 SH   SOLE   15,228 0 0
REGENCY CTRS CORP COM 758849103   388,061 5,448 SH   SOLE   5,448 0 0
REINSURANCE GRP OF AMERICA I COM NEW 759351604   1,311,556 6,612 SH   SOLE   6,612 0 0
RENAISSANCERE HLDGS LTD COM G7496G103   203,550 838 SH   SOLE   838 0 0
REXFORD INDL RLTY INC COM 76169C100   1,533,067 43,100 SH   SOLE   43,100 0 0
RINGCENTRAL INC CL A 76680R206   289,227 10,202 SH   SOLE   10,202 0 0
ROBERT HALF INC. COM 770323103   1,339,585 32,633 SH   SOLE   32,633 0 0
ROBLOX CORP CL A 771049103   546,198 5,192 SH   SOLE   5,192 0 0
ROCKWELL AUTOMATION INC COM 773903109   1,499,083 4,513 SH   SOLE   4,513 0 0
ROKU INC COM CL A 77543R102   420,202 4,781 SH   SOLE   4,781 0 0
ROSS STORES INC COM 778296103   2,739,398 21,472 SH   SOLE   21,472 0 0
SALESFORCE INC COM 79466L302   1,486,161 5,450 SH   SOLE   5,450 0 0
SANDISK CORP COM 80004C200   977,655 21,558 SH   SOLE   21,558 0 0
SCHWAB CHARLES CORP COM 808513105   2,035,747 22,312 SH   SOLE   22,312 0 0
SEI INVTS CO COM 784117103   1,754,337 19,523 SH   SOLE   19,523 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102   649,563 21,573 SH   SOLE   21,573 0 0
SHARKNINJA INC COM SHS G8068L108   1,546,026 15,618 SH   SOLE   15,618 0 0
SIMON PPTY GROUP INC NEW COM 828806109   1,924,779 11,973 SH   SOLE   11,973 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103   292,433 2,418 SH   SOLE   2,418 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   1,202,827 16,141 SH   SOLE   16,141 0 0
SMITH A O CORP COM 831865209   1,819,895 27,755 SH   SOLE   27,755 0 0
SOMNIGROUP INTERNATIONAL INC COM 88023U101   567,741 8,343 SH   SOLE   8,343 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   448,894 585 SH   SOLE   585 0 0
STANLEY BLACK & DECKER INC COM 854502101   841,116 12,415 SH   SOLE   12,415 0 0
STERIS PLC SHS USD G8473T100   611,600 2,546 SH   SOLE   2,546 0 0
SYNCHRONY FINANCIAL COM 87165B103   879,366 13,176 SH   SOLE   13,176 0 0
T-MOBILE US INC COM 872590104   2,940,605 12,342 SH   SOLE   12,342 0 0
TAPESTRY INC COM 876030107   2,950,240 33,598 SH   SOLE   33,598 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105   808,425 1,578 SH   SOLE   1,578 0 0
TENET HEALTHCARE CORP COM NEW 88033G407   389,312 2,212 SH   SOLE   2,212 0 0
TESLA INC COM 88160R101   585,130 1,842 SH   SOLE   1,842 0 0
THE CAMPBELLS COMPANY COM 134429109   490,829 16,014 SH   SOLE   16,014 0 0
TJX COS INC NEW COM 872540109   1,990,535 16,119 SH   SOLE   16,119 0 0
TOAST INC CL A 888787108   940,985 21,246 SH   SOLE   21,246 0 0
TORO CO COM 891092108   1,413,176 19,994 SH   SOLE   19,994 0 0
TRUIST FINL CORP COM 89832Q109   471,084 10,958 SH   SOLE   10,958 0 0
TYSON FOODS INC CL A 902494103   1,251,769 22,377 SH   SOLE   22,377 0 0
UBER TECHNOLOGIES INC COM 90353T100   2,737,049 29,336 SH   SOLE   29,336 0 0
UIPATH INC CL A 90364P105   308,160 24,075 SH   SOLE   24,075 0 0
UNION PAC CORP COM 907818108   725,442 3,153 SH   SOLE   3,153 0 0
UNITED AIRLS HLDGS INC COM 910047109   390,346 4,902 SH   SOLE   4,902 0 0
UNITED PARCEL SERVICE INC CL B 911312106   651,063 6,450 SH   SOLE   6,450 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102   666,939 2,321 SH   SOLE   2,321 0 0
UNIVERSAL DISPLAY CORP COM 91347P105   1,082,147 7,006 SH   SOLE   7,006 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100   1,358,806 7,501 SH   SOLE   7,501 0 0
US BANCORP DEL COM NEW 902973304   465,442 10,286 SH   SOLE   10,286 0 0
US FOODS HLDG CORP COM 912008109   1,194,579 15,512 SH   SOLE   15,512 0 0
VERISK ANALYTICS INC COM 92345Y106   2,890,097 9,278 SH   SOLE   9,278 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   217,783 1,696 SH   SOLE   1,696 0 0
VIRTU FINL INC CL A 928254101   640,452 14,299 SH   SOLE   14,299 0 0
VONTIER CORPORATION COM 928881101   578,039 15,665 SH   SOLE   15,665 0 0
VORNADO RLTY TR SH BEN INT 929042109   896,307 23,439 SH   SOLE   23,439 0 0
VOYA FINANCIAL INC COM 929089100   1,124,498 15,838 SH   SOLE   15,838 0 0
WALMART INC COM 931142103   250,903 2,566 SH   SOLE   2,566 0 0
WASTE MGMT INC DEL COM 94106L109   205,709 899 SH   SOLE   899 0 0
WATERS CORP COM 941848103   759,860 2,177 SH   SOLE   2,177 0 0
WATSCO INC COM 942622200   1,918,397 4,344 SH   SOLE   4,344 0 0
WEBSTER FINL CORP COM 947890109   563,854 10,327 SH   SOLE   10,327 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105   324,043 1,481 SH   SOLE   1,481 0 0
WESTERN DIGITAL CORP COM 958102105   393,091 6,143 SH   SOLE   6,143 0 0
WESTERN UN CO COM 959802109   353,539 41,988 SH   SOLE   41,988 0 0
WHIRLPOOL CORP COM 963320106   702,334 6,925 SH   SOLE   6,925 0 0
WINGSTOP INC COM 974155103   405,098 1,203 SH   SOLE   1,203 0 0
WORKDAY INC CL A 98138H101   1,239,840 5,166 SH   SOLE   5,166 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105   261,496 3,220 SH   SOLE   3,220 0 0
XYLEM INC COM 98419M100   563,622 4,357 SH   SOLE   4,357 0 0
ZOOM COMMUNICATIONS INC CL A 98980L101   2,149,285 27,562 SH   SOLE   27,562 0 0