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
1LIFE HEALTHCARE COM 68269G107   24,877,008 569,920 SH   SOLE   569,920 0 0
360 FINANCE COM 88557W101   1,149,525 97,500 SH   SOLE   97,500 0 0
A O SMITH COM 831865209   131,568 2,400 SH   SOLE   2,400 0 0
ABBOTT LABS COM 002824100   3,948,866 36,066 SH   SOLE   36,066 0 0
ABBVIE COM 00287Y109   3,858,150 36,007 SH   SOLE   36,007 0 0
ACTIVISION BLIZZARD COM 00507V109   3,212,610 34,600 SH   SOLE   34,600 0 0
ADDUS HOMECARE COM 006739106   1,604,133 13,700 SH   SOLE   13,700 0 0
ADOBE COM 00724F101   55,989,434 111,952 SH   SOLE   111,952 0 0
ADV MICRO DEV COM 007903107   4,687,482 51,112 SH   SOLE   51,112 0 0
ADVANCE AUTO COM 00751Y106   500,882 3,180 SH   SOLE   3,180 0 0
AFLAC COM 001055102   1,316,312 29,600 SH   SOLE   29,600 0 0
AGILENT TECH COM 00846U101   1,694,407 14,300 SH   SOLE   14,300 0 0
AGNC INVESTMENT COM 00123Q104   281,720 18,059 SH   SOLE   18,059 0 0
AIR PRODS & CHEM COM 009158106   2,431,658 8,900 SH   SOLE   8,900 0 0
AKAMAI TECH COM 00971T101   34,423,491 327,874 SH   SOLE   327,874 0 0
ALEX REAL ESTATE EQ COM 015271109   891,100 5,000 SH   SOLE   5,000 0 0
ALEXION PHARMACEUTIC COM 015351109   1,499,904 9,600 SH   SOLE   9,600 0 0
ALIBABA ADR COM 01609W102   101,683,461 436,916 SH   SOLE   436,916 0 0
ALIGN TECHNOLOGY COM 016255101   1,710,016 3,200 SH   SOLE   3,200 0 0
ALLSTATE COM 020002101   1,506,920 13,708 SH   SOLE   13,708 0 0
ALLY FINANCIAL COM 02005N100   256,752 7,200 SH   SOLE   7,200 0 0
ALNYLAM PHARMACEUTIC COM 02043Q107   324,925 2,500 SH   SOLE   2,500 0 0
ALPHABET A CAP STK CL A 02079K305   107,082,799 61,098 SH   SOLE   61,098 0 0
ALPHABET C CAP STK CL C 02079K107   10,563,836 6,030 SH   SOLE   6,030 0 0
ALTICE USA INC COM 02156K103   136,332 3,600 SH   SOLE   3,600 0 0
AMAZON COM 023135106   62,969,485 19,334 SH   SOLE   19,334 0 0
AMERCO COM 023586100   317,772 700 SH   SOLE   700 0 0
AMERICAN EXPRESS COM 025816109   3,530,572 29,200 SH   SOLE   29,200 0 0
AMERICAN TOWER COM 03027X100   1,986,471 8,850 SH   SOLE   8,850 0 0
AMERICAN WATER W COM 030420103   1,212,413 7,900 SH   SOLE   7,900 0 0
AMERIPRISE COM 03076C106   408,093 2,100 SH   SOLE   2,100 0 0
AMERIS BANCORP COM 03076K108   1,675,080 44,000 SH   SOLE   44,000 0 0
AMGEN COM 031162100   5,954,928 25,900 SH   SOLE   25,900 0 0
ANSYS COM 03662Q105   1,346,060 3,700 SH   SOLE   3,700 0 0
APPLE COM 037833100   144,112,486 1,086,084 SH   SOLE   1,086,084 0 0
APPLIED MATERIALS COM 038222105   3,411,612 39,532 SH   SOLE   39,532 0 0
ARISTA NETWORKS COM 040413106   639,254 2,200 SH   SOLE   2,200 0 0
ARROW ELECTRONICS COM 042735100   301,630 3,100 SH   SOLE   3,100 0 0
ARTHUR J GALLAGHER COM 363576109   544,324 4,400 SH   SOLE   4,400 0 0
ASSURANT COM 04621X108   217,952 1,600 SH   SOLE   1,600 0 0
AT&T COM 00206R102   8,979,188 312,211 SH   SOLE   312,211 0 0
ATKORE COM 047649108   1,829,395 44,500 SH   SOLE   44,500 0 0
AUTODESK COM 052769106   1,374,030 4,500 SH   SOLE   4,500 0 0
AUTOHOME INC-ADR COM 05278C107   1,125,706 11,300 SH   SOLE   11,300 0 0
AUTOLIV (US) COM 052800109   257,880 2,800 SH   SOLE   2,800 0 0
AUTOMATIC DATA P COM 053015103   3,210,188 18,219 SH   SOLE   18,219 0 0
AUTOZONE COM 053332102   1,185,440 1,000 SH   SOLE   1,000 0 0
AVALONBAY COMM COM 053484101   1,042,795 6,500 SH   SOLE   6,500 0 0
AVANTOR COM 05352A100   351,875 12,500 SH   SOLE   12,500 0 0
AVERY DENNISON COM 053611109   620,440 4,000 SH   SOLE   4,000 0 0
BAIDU ADR COM 056752108   8,779,344 40,600 SH   SOLE   40,600 0 0
BANCO BRADESCO-ADR COM 059460303   3,659,130 695,652 SH   SOLE   695,652 0 0
BANCOLOMBIA-ADR COM 05968L102   851,816 21,200 SH   SOLE   21,200 0 0
BAXTER INTL COM 071813109   872,048 10,868 SH   SOLE   10,868 0 0
BEIGENE ADR COM 07725L102   1,912,086 7,400 SH   SOLE   7,400 0 0
BERKSHIRE HATHAWAY B COM 084670702   14,213,631 61,300 SH   SOLE   61,300 0 0
BEST BUY COM 086516101   977,144 9,792 SH   SOLE   9,792 0 0
BIO RAD LABORATORIES COM 090572207   556,125 954 SH   SOLE   954 0 0
BIOCRYST PHARMA COM 09058V103   954,345 128,100 SH   SOLE   128,100 0 0
BIOGEN COM 09062X103   1,566,859 6,399 SH   SOLE   6,399 0 0
BIOMARIN COM 09061G101   841,824 9,600 SH   SOLE   9,600 0 0
BLACK KNIGHT INC COM 09215C105   691,692 7,829 SH   SOLE   7,829 0 0
BLACKROCK COM 09247X101   35,747,256 49,543 SH   SOLE   49,543 0 0
BLOCK INC USD COM 852234103   1,545,244 7,100 SH   SOLE   7,100 0 0
BNY MELLON COM 064058100   1,491,893 35,153 SH   SOLE   35,153 0 0
BOOKING HOLDINGS COM 09857L108   1,781,816 800 SH   SOLE   800 0 0
BOSTON PROPERTIES COM 101121101   623,898 6,600 SH   SOLE   6,600 0 0
BOSTON SCIENT COM 101137107   938,295 26,100 SH   SOLE   26,100 0 0
BRISTOL MYERS COM 110122108   2,847,177 45,900 SH   SOLE   45,900 0 0
BROADRIDGE FINANCIAL COM 11133T103   413,640 2,700 SH   SOLE   2,700 0 0
BROWN & BROWN COM 115236101   237,050 5,000 SH   SOLE   5,000 0 0
BURLINGTON STORES COM 122017106   836,960 3,200 SH   SOLE   3,200 0 0
C.H. ROBINSON WORLDW COM 12541W209   319,158 3,400 SH   SOLE   3,400 0 0
CABLE ONE COM 12685J105   445,544 200 SH   SOLE   200 0 0
CADENCE DESIGN COM 127387108   1,691,732 12,400 SH   SOLE   12,400 0 0
CAMPBELL SOUP COM 134429109   406,140 8,400 SH   SOLE   8,400 0 0
CARDINAL HEALTH COM 14149Y108   578,448 10,800 SH   SOLE   10,800 0 0
CARMAX COM 143130102   651,774 6,900 SH   SOLE   6,900 0 0
CARRIER GLOBAL COM 14448C104   1,301,340 34,500 SH   SOLE   34,500 0 0
CARVANA COM 146869102   670,712 2,800 SH   SOLE   2,800 0 0
CATALENT COM 148806102   353,838 3,400 SH   SOLE   3,400 0 0
CBOE GLOBAL MARKETS COM 12503M108   371,083 3,985 SH   SOLE   3,985 0 0
CBRE GROUP A COM 12504L109   934,528 14,900 SH   SOLE   14,900 0 0
CDW COM 12514G108   843,456 6,400 SH   SOLE   6,400 0 0
CELANESE COM 150870103   259,880 2,000 SH   SOLE   2,000 0 0
CENCORA COM 03073E105   664,768 6,800 SH   SOLE   6,800 0 0
CENTENE COM 15135B101   1,548,414 25,794 SH   SOLE   25,794 0 0
CENTERPNT ENERGY COM 15189T107   238,040 11,000 SH   SOLE   11,000 0 0
CERNER CORP COM 156782104   1,090,872 13,900 SH   SOLE   13,900 0 0
CHARLES SCHWAB COM 808513105   1,601,808 30,200 SH   SOLE   30,200 0 0
CHARTER COMM COM 16119P108   1,918,495 2,900 SH   SOLE   2,900 0 0
CHURCH & DWIGHT COM 171340102   854,854 9,800 SH   SOLE   9,800 0 0
CIENA COM 171779309   32,164,616 608,602 SH   SOLE   608,602 0 0
CIGNA COM 125523100   3,438,093 16,515 SH   SOLE   16,515 0 0
CINCINNATI FIN COM 172062101   174,740 2,000 SH   SOLE   2,000 0 0
CINTAS COM 172908105   706,920 2,000 SH   SOLE   2,000 0 0
CIRRUS LOGIC COM 172755100   22,354,290 271,950 SH   SOLE   271,950 0 0
CISCO COM 17275R102   8,324,843 186,030 SH   SOLE   186,030 0 0
CITIGROUP USD COM 172967424   2,614,384 42,400 SH   SOLE   42,400 0 0
CITIZENS FINANCIAL COM 174610105   357,600 10,000 SH   SOLE   10,000 0 0
CITRIX SYSTEMS COM 177376100   6,972,059 53,590 SH   SOLE   53,590 0 0
CLOROX COM 189054109   1,191,328 5,900 SH   SOLE   5,900 0 0
CME GROUP COM 12572Q105   2,931,005 16,100 SH   SOLE   16,100 0 0
CMS ENERGY CORP COM 125896100   732,120 12,000 SH   SOLE   12,000 0 0
COCA COLA COM 191216100   9,701,196 176,900 SH   SOLE   176,900 0 0
COGNEX COM 192422103   670,781 8,355 SH   SOLE   8,355 0 0
COGNIZANT TECH COM 192446102   794,915 9,700 SH   SOLE   9,700 0 0
COLGATE PALMOLIVE COM 194162103   36,018,180 421,216 SH   SOLE   421,216 0 0
COMCAST A COM 20030N101   4,747,440 90,600 SH   SOLE   90,600 0 0
CONSOLIDATED EDI COM 209115104   1,098,504 15,200 SH   SOLE   15,200 0 0
COPART COM 217204106   1,221,600 9,600 SH   SOLE   9,600 0 0
CORNING INC COM 219350105   460,800 12,800 SH   SOLE   12,800 0 0
COSTAR GROUP COM 22160N109   646,996 700 SH   SOLE   700 0 0
COSTCO COMPANIES COM 22160K105   7,271,854 19,300 SH   SOLE   19,300 0 0
COUPA SOFTWARE COM 22266L106   440,583 1,300 SH   SOLE   1,300 0 0
CROWN HOLDINGS COM 228368106   589,076 5,879 SH   SOLE   5,879 0 0
CRYOPORT COM 229050307   1,377,832 31,400 SH   SOLE   31,400 0 0
CSX COM 126408103   3,049,745 33,606 SH   SOLE   33,606 0 0
CVS HEALTH COM 126650100   3,935,788 57,625 SH   SOLE   57,625 0 0
DAVITA COM 23918K108   316,980 2,700 SH   SOLE   2,700 0 0
DAYFORCE COM 15677J108   351,648 3,300 SH   SOLE   3,300 0 0
DEERE COM 244199105   3,486,350 12,958 SH   SOLE   12,958 0 0
DELL TECH INC C COM 24703L202   794,537 10,841 SH   SOLE   10,841 0 0
DELTA AIR LINES INC COM 247361702   365,911 9,100 SH   SOLE   9,100 0 0
DENTSPLY SIRONA COM 24906P109   586,432 11,200 SH   SOLE   11,200 0 0
DEXCOM COM 252131107   9,446,716 25,551 SH   SOLE   25,551 0 0
DIGITAL REALTY TRUST COM 253868103   1,646,218 11,800 SH   SOLE   11,800 0 0
DISCOVER FINANCIAL COM 254709108   1,185,943 13,100 SH   SOLE   13,100 0 0
DISCOVERY A COM 25470F104   237,711 7,900 SH   SOLE   7,900 0 0
DISCOVERY C COM 25470F302   348,327 13,300 SH   SOLE   13,300 0 0
DISH NETWORK A COM 25470M109   168,168 5,200 SH   SOLE   5,200 0 0
DOLLAR GENERAL COM 256677105   2,145,060 10,200 SH   SOLE   10,200 0 0
DOLLAR TREE COM 256746108   977,222 9,045 SH   SOLE   9,045 0 0
DOW COM 260557103   1,787,100 32,200 SH   SOLE   32,200 0 0
DROPBOX COM 26210C104   126,483 5,700 SH   SOLE   5,700 0 0
DUKE REALTY COM 264411505   355,733 8,900 SH   SOLE   8,900 0 0
DUPONT DE NEMOURS COM 26614N102   1,137,760 16,000 SH   SOLE   16,000 0 0
EASTMAN CHEMICAL COM 277432100   722,016 7,200 SH   SOLE   7,200 0 0
EBAY COM 278642103   773,850 15,400 SH   SOLE   15,400 0 0
ECOLAB COM 278865100   2,315,052 10,700 SH   SOLE   10,700 0 0
EDISON INTL COM 281020107   1,005,120 16,000 SH   SOLE   16,000 0 0
EDWARDS LIFESCIENSES COM 28176E108   2,468,228 27,055 SH   SOLE   27,055 0 0
ELECTRONIC ARTS COM 285512109   25,082,181 174,667 SH   SOLE   174,667 0 0
ELEVANCE HEALTH COM 036752103   3,467,772 10,800 SH   SOLE   10,800 0 0
ENCOMPASS HEALTH COM 29261A100   15,033,042 181,800 SH   SOLE   181,800 0 0
ENPHASE ENERGY COM 29355A107   421,128 2,400 SH   SOLE   2,400 0 0
ENTERGY COM 29364G103   469,248 4,700 SH   SOLE   4,700 0 0
EPAM SYSTEMS INC COM 29414B104   812,738 2,268 SH   SOLE   2,268 0 0
EQUINIX COM 29444U700   15,679,108 21,954 SH   SOLE   21,954 0 0
EQUITY RESIDENT COM 29476L107   984,048 16,600 SH   SOLE   16,600 0 0
ERIE INDEMNITY CO COM 29530P102   171,920 700 SH   SOLE   700 0 0
ESSEX PROPERTY TR COM 297178105   641,034 2,700 SH   SOLE   2,700 0 0
ESTEE LAUDER COM 518439104   1,304,331 4,900 SH   SOLE   4,900 0 0
ETSY COM 29786A106   8,326,188 46,800 SH   SOLE   46,800 0 0
EVERSOURCE ENERGY COM 30040W108   1,366,858 15,800 SH   SOLE   15,800 0 0
EXACT SCIENCES COM 30063P105   8,227,629 62,100 SH   SOLE   62,100 0 0
EXELON COM 30161N101   1,871,359 44,324 SH   SOLE   44,324 0 0
EXPEDIA COM 30212P303   344,240 2,600 SH   SOLE   2,600 0 0
EXPEDITORS COM 302130109   865,501 9,100 SH   SOLE   9,100 0 0
EXTRA SPACE STORAGE COM 30225T102   718,332 6,200 SH   SOLE   6,200 0 0
F5 NETWORKS INC COM 315616102   545,238 3,099 SH   SOLE   3,099 0 0
FACTSET RESEARCH SYS COM 303075105   583,205 1,754 SH   SOLE   1,754 0 0
FAIR ISAAC COM 303250104   357,728 700 SH   SOLE   700 0 0
FASTENAL COM 311900104   1,191,452 24,400 SH   SOLE   24,400 0 0
FEDEX COM 31428X106   2,700,048 10,400 SH   SOLE   10,400 0 0
FIDELITY NAT INF COM 31620M106   3,649,668 25,800 SH   SOLE   25,800 0 0
FIFTH THIRD BAN COM 316773100   405,279 14,700 SH   SOLE   14,700 0 0
FIRST REPUBLIC BANK COM 33616C100   573,027 3,900 SH   SOLE   3,900 0 0
FISERV COM 337738108   1,354,934 11,900 SH   SOLE   11,900 0 0
FLEETCOR TECH COM 339041105   1,036,754 3,800 SH   SOLE   3,800 0 0
FORTINET COM 34959E109   445,590 3,000 SH   SOLE   3,000 0 0
FORTIVE CORP COM 34959J108   534,691 7,550 SH   SOLE   7,550 0 0
FORTUNE BRANDS INNOV COM 34964C106   222,872 2,600 SH   SOLE   2,600 0 0
FOX CORP A CL A COM 35137L105   439,712 15,100 SH   SOLE   15,100 0 0
FOX CORP B CL B COM 35137L204   265,696 9,200 SH   SOLE   9,200 0 0
FRANKLIN RES COM 354613101   414,834 16,600 SH   SOLE   16,600 0 0
FRESHPET COM 358039105   17,933,337 126,300 SH   SOLE   126,300 0 0
FRONTDOOR COM 35905A109   26,021,333 518,250 SH   SOLE   518,250 0 0
FUTU HOLDINGS COM 36118L106   8,170,950 178,600 SH   SOLE   178,600 0 0
GDS HOLDINGS ADR COM 36165L108   1,404,600 15,000 SH   SOLE   15,000 0 0
GEN DIGITAL COM 668771108   567,294 27,300 SH   SOLE   27,300 0 0
GENERAC HOLDINGS COM 368736104   318,374 1,400 SH   SOLE   1,400 0 0
GENERAL MILLS COM 370334104   1,617,000 27,500 SH   SOLE   27,500 0 0
GENUINE PARTS COM 372460105   622,666 6,200 SH   SOLE   6,200 0 0
GILEAD SCIENCES COM 375558103   3,192,648 54,800 SH   SOLE   54,800 0 0
GLOBAL PAYMENTS COM 37940X102   39,641,588 184,020 SH   SOLE   184,020 0 0
GLOBE LIFE COM 37959E102   427,320 4,500 SH   SOLE   4,500 0 0
HARTFORD FIN SERV COM 416515104   759,190 15,500 SH   SOLE   15,500 0 0
HASBRO COM 418056107   569,752 6,091 SH   SOLE   6,091 0 0
HCA HEALTHCARE COM 40412C101   1,825,506 11,100 SH   SOLE   11,100 0 0
HEALTHPEAK PROP COM 42250P103   720,834 23,845 SH   SOLE   23,845 0 0
HENRY SCHEIN COM 806407102   401,160 6,000 SH   SOLE   6,000 0 0
HERSHEY COM 427866108   441,757 2,900 SH   SOLE   2,900 0 0
HILTON COM 43300A203   693,484 6,233 SH   SOLE   6,233 0 0
HOLOGIC COM 436440101   27,722,011 380,640 SH   SOLE   380,640 0 0
HOME DEPOT COM 437076102   12,377,892 46,600 SH   SOLE   46,600 0 0
HORMEL FOODS COM 440452100   209,745 4,500 SH   SOLE   4,500 0 0
HOST HOTELS & RESORT COM 44107P104   577,885 39,500 SH   SOLE   39,500 0 0
HP COM 40434L105   1,517,203 61,700 SH   SOLE   61,700 0 0
HP ENTERPRISE CO COM 42824C109   793,381 66,952 SH   SOLE   66,952 0 0
HUBSPOT COM 443573100   872,168 2,200 SH   SOLE   2,200 0 0
HUMANA COM 444859102   2,530,545 6,168 SH   SOLE   6,168 0 0
HUNTINGTON BANC COM 446150104   631,500 50,000 SH   SOLE   50,000 0 0
IBM COM 459200101   4,821,204 38,300 SH   SOLE   38,300 0 0
ICICI BANK LTD ADR COM 45104G104   29,853,785 2,009,003 SH   SOLE   2,009,003 0 0
IDEXX LAB COM 45168D104   849,779 1,700 SH   SOLE   1,700 0 0
ILLINOIS TOOL COM 452308109   2,847,184 13,965 SH   SOLE   13,965 0 0
ILLUMINA COM 452327109   2,281,050 6,165 SH   SOLE   6,165 0 0
INCYTE COM 45337C102   826,310 9,500 SH   SOLE   9,500 0 0
INFINERA COM 45667G103   2,150,496 205,200 SH   SOLE   205,200 0 0
INFOSYS LTD-SP ADR COM 456788108   12,615,885 744,300 SH   SOLE   744,300 0 0
INTEL COM 458140100   9,166,880 184,000 SH   SOLE   184,000 0 0
INTERCONT EXCHANGE COM 45866F104   2,790,018 24,200 SH   SOLE   24,200 0 0
INTERNATIONAL PAPER COM 460146103   830,324 16,700 SH   SOLE   16,700 0 0
INTERPUBLIC GROUP COM 460690100   296,352 12,600 SH   SOLE   12,600 0 0
INTL FLAVORS & FRAGR COM 459506101   402,708 3,700 SH   SOLE   3,700 0 0
INTUIT COM 461202103   4,248,242 11,184 SH   SOLE   11,184 0 0
INTUITIVE SURGICAL COM 46120E602   1,881,630 2,300 SH   SOLE   2,300 0 0
IONIS PHARMACEUTICAL COM 462222100   192,236 3,400 SH   SOLE   3,400 0 0
IPG PHOTONICS COM 44980X109   342,175 1,529 SH   SOLE   1,529 0 0
IQVIA HOLDINGS COM 46266C105   1,541,041 8,601 SH   SOLE   8,601 0 0
IRON MOUNTAIN REIT COM 46284V101   343,530 11,653 SH   SOLE   11,653 0 0
ITAU UNIBANCO PREF COM 465562106   4,477,758 735,264 SH   SOLE   735,264 0 0
JACK HENRY & ASSOC COM 426281101   505,409 3,120 SH   SOLE   3,120 0 0
JB HUNT TRANSPORT COM 445658107   537,035 3,930 SH   SOLE   3,930 0 0
JD COM INC ADR COM 47215P106   11,251,200 128,000 SH   SOLE   128,000 0 0
JOYY INC COM 46591M109   935,766 11,700 SH   SOLE   11,700 0 0
JP MORGAN CHASE COM 46625H100   50,146,269 394,635 SH   SOLE   394,635 0 0
JUNIPER NETWORKS COM 48203R104   315,140 14,000 SH   SOLE   14,000 0 0
KELLANOVA COM 487836108   385,826 6,200 SH   SOLE   6,200 0 0
KEURIG DR PEPPER COM 49271V100   259,200 8,100 SH   SOLE   8,100 0 0
KEYCORP COM 493267108   379,071 23,100 SH   SOLE   23,100 0 0
KIMBERLY CLARKE COM 494368103   1,858,227 13,782 SH   SOLE   13,782 0 0
KLA CORPORATION COM 482480100   906,185 3,500 SH   SOLE   3,500 0 0
KNIGHT SWIFT TRANSP COM 499049104   233,690 5,588 SH   SOLE   5,588 0 0
KORN FERRY COM 500643200   1,822,650 41,900 SH   SOLE   41,900 0 0
KROGER CO COM 501044101   908,336 28,600 SH   SOLE   28,600 0 0
LABORATORY CORP OF A COM 50540R409   753,135 3,700 SH   SOLE   3,700 0 0
LAM RESEARCH COM 512807108   2,951,688 6,250 SH   SOLE   6,250 0 0
LAMB WESTON HOLDINGS COM 513272104   23,365,859 296,747 SH   SOLE   296,747 0 0
LANTHEUS HOLDINGS COM 516544103   1,425,893 105,700 SH   SOLE   105,700 0 0
LEAR COM 521865204   349,866 2,200 SH   SOLE   2,200 0 0
LENNAR COM 526057104   472,626 6,200 SH   SOLE   6,200 0 0
LENNOX INTL COM 526107107   246,573 900 SH   SOLE   900 0 0
LIBERTY BROADBAND-A COM 530307107   141,822 900 SH   SOLE   900 0 0
LIBERTY BROADBAND-C COM 530307305   348,414 2,200 SH   SOLE   2,200 0 0
LIBERTY M SIRIUSXM A COM 531229409   95,018 2,200 SH   SOLE   2,200 0 0
LIBERTY M SIRIUSXM C COM 531229607   317,144 7,289 SH   SOLE   7,289 0 0
LINCOLN NATL COR COM 534187109   452,790 9,000 SH   SOLE   9,000 0 0
LIVE NATION COM 538034109   523,178 7,120 SH   SOLE   7,120 0 0
LIVENT CORP COM 53814L108   2,156,784 114,479 SH   SOLE   114,479 0 0
LKQ COM 501889208   552,704 15,684 SH   SOLE   15,684 0 0
LOEWS CORP COM 540424108   540,240 12,000 SH   SOLE   12,000 0 0
LOWE'S COMPANIES COM 548661107   5,264,728 32,800 SH   SOLE   32,800 0 0
LULULEMON ATHLETICA COM 550021109   1,948,968 5,600 SH   SOLE   5,600 0 0
MARKETAXESS HOLDINGS COM 57060D108   912,896 1,600 SH   SOLE   1,600 0 0
MARSH & MCLENNAN COM 571748102   2,471,508 21,124 SH   SOLE   21,124 0 0
MARTIN MARIETTA MATE COM 573284106   255,573 900 SH   SOLE   900 0 0
MASCO COM 574599106   670,146 12,200 SH   SOLE   12,200 0 0
MASIMO CORP COM 574795100   21,175,987 78,903 SH   SOLE   78,903 0 0
MASTERCARD COM 57636Q104   13,956,354 39,100 SH   SOLE   39,100 0 0
MCKESSON COM 58155Q103   1,182,656 6,800 SH   SOLE   6,800 0 0
MERCK USD COM 58933Y105   53,111,922 649,290 SH   SOLE   649,290 0 0
METLIFE COM 59156R108   1,589,070 33,846 SH   SOLE   33,846 0 0
METTLER-TOLEDO COM 592688105   1,253,648 1,100 SH   SOLE   1,100 0 0
MICROSOFT COM 594918104   153,557,211 690,393 SH   SOLE   690,393 0 0
MOBILE TELESYST ADR COM 607409109   868,150 97,000 SH   SOLE   97,000 0 0
MODERNA COM 60770K107   4,554,892 43,600 SH   SOLE   43,600 0 0
MOHAWK INDS COM 608190104   511,508 3,629 SH   SOLE   3,629 0 0
MOLINA HEALTHCARE COM 60855R100   297,752 1,400 SH   SOLE   1,400 0 0
MONDELEZ INTL COM 609207105   3,771,315 64,500 SH   SOLE   64,500 0 0
MONGODB COM 60937P106   359,040 1,000 SH   SOLE   1,000 0 0
MOODYS COM 615369105   2,118,752 7,300 SH   SOLE   7,300 0 0
MORGAN STANLEY COM 617446448   35,843,109 523,028 SH   SOLE   523,028 0 0
MOTOROLA SOLUTIONS COM 620076307   1,229,194 7,228 SH   SOLE   7,228 0 0
MSCI INC COM 55354G100   1,746,825 3,912 SH   SOLE   3,912 0 0
NASDAQ OMX GROUP COM 631103108   713,345 5,374 SH   SOLE   5,374 0 0
NETAPP COM 64110D104   264,960 4,000 SH   SOLE   4,000 0 0
NETEASE USD COM 64110W102   5,985,625 62,500 SH   SOLE   62,500 0 0
NETFLIX COM 64110L106   10,327,943 19,100 SH   SOLE   19,100 0 0
NEW ORIENTAL EDUCATI COM 647581107   4,329,373 23,300 SH   SOLE   23,300 0 0
NEWELL BRANDS COM 651229106   365,220 17,203 SH   SOLE   17,203 0 0
NEWMONT COM 651639106   2,236,412 37,342 SH   SOLE   37,342 0 0
NEWS CORP CL A COM 65249B109   321,933 17,915 SH   SOLE   17,915 0 0
NIKE COM 654106103   7,766,703 54,900 SH   SOLE   54,900 0 0
NIO COM 62914V106   9,241,104 189,600 SH   SOLE   189,600 0 0
NORDSON COM 655663102   261,235 1,300 SH   SOLE   1,300 0 0
NORFOLK SOUTHERN COM 655844108   2,534,586 10,667 SH   SOLE   10,667 0 0
NORTHERN TRUST COM 665859104   465,700 5,000 SH   SOLE   5,000 0 0
NVIDIA COM 67066G104   42,294,545 80,993 SH   SOLE   80,993 0 0
NVR COM 62944T105   285,590 70 SH   SOLE   70 0 0
OKTA INC COM 679295105   1,296,726 5,100 SH   SOLE   5,100 0 0
OLD DOMINION FREIGHT COM 679580100   741,684 3,800 SH   SOLE   3,800 0 0
OMEGA HEALTHCARE INV COM 681936100   177,968 4,900 SH   SOLE   4,900 0 0
OMNICOM GROUP COM 681919106   636,174 10,200 SH   SOLE   10,200 0 0
ORACLE COM 68389X105   5,621,561 86,900 SH   SOLE   86,900 0 0
OREILLY AUTOMOTIVE COM 67103H107   1,402,967 3,100 SH   SOLE   3,100 0 0
OTIS WORLDWIDE COM 68902V107   540,400 8,000 SH   SOLE   8,000 0 0
OWENS CORNING COM 690742101   303,040 4,000 SH   SOLE   4,000 0 0
PACKAGING CORP OF AM COM 695156109   579,222 4,200 SH   SOLE   4,200 0 0
PALO ALTO NETWORKS COM 697435105   33,175,301 93,349 SH   SOLE   93,349 0 0
PARAMOUNT GLOBAL COM 92556H206   925,129 24,829 SH   SOLE   24,829 0 0
PARKER HANNIFIN COM 701094104   762,748 2,800 SH   SOLE   2,800 0 0
PAYCHEX COM 704326107   1,434,972 15,400 SH   SOLE   15,400 0 0
PAYCOM SOFTWARE COM 70432V102   361,800 800 SH   SOLE   800 0 0
PAYPAL COM 70450Y103   11,428,960 48,800 SH   SOLE   48,800 0 0
PENUMBRA COM 70975L107   15,645,000 89,400 SH   SOLE   89,400 0 0
PEPSICO COM 713448108   8,898,000 60,000 SH   SOLE   60,000 0 0
PFIZER COM 717081103   4,166,892 113,200 SH   SOLE   113,200 0 0
PHREESIA COM 71944F106   10,360,567 190,943 SH   SOLE   190,943 0 0
PINDUODUO INC COM 722304102   10,056,122 56,600 SH   SOLE   56,600 0 0
PNC FINANCIAL SERV COM 693475105   2,875,849 19,301 SH   SOLE   19,301 0 0
POOL COM 73278L105   335,250 900 SH   SOLE   900 0 0
PPG INDS INC COM 693506107   1,456,622 10,100 SH   SOLE   10,100 0 0
PRINCIPAL FIN GROUP COM 74251V102   580,437 11,700 SH   SOLE   11,700 0 0
PROCTER COM 742718109   15,187,966 109,156 SH   SOLE   109,156 0 0
PROGRESSIVE COM 743315103   1,127,232 11,400 SH   SOLE   11,400 0 0
PROLOGIS COM 74340W103   29,137,096 292,365 SH   SOLE   292,365 0 0
PRUDENTIAL FINL COM 744320102   1,204,074 15,423 SH   SOLE   15,423 0 0
PTC COM 69370C100   263,142 2,200 SH   SOLE   2,200 0 0
PUBLIC SERVICE ENTER COM 744573106   1,370,050 23,500 SH   SOLE   23,500 0 0
PUBLIC STORAGE COM 74460D109   1,547,231 6,700 SH   SOLE   6,700 0 0
PULTEGROUP COM 745867101   250,096 5,800 SH   SOLE   5,800 0 0
QTS REALTY TRUST COM 74736A103   1,509,872 24,400 SH   SOLE   24,400 0 0
QUALCOMM COM 747525103   7,434,192 48,800 SH   SOLE   48,800 0 0
QUEST DIAGNOSTICS COM 74834L100   786,522 6,600 SH   SOLE   6,600 0 0
REGENCY CENTERS COM 758849103   427,543 9,378 SH   SOLE   9,378 0 0
REGENERON PHARMA COM 75886F107   2,029,062 4,200 SH   SOLE   4,200 0 0
REGIONS FIN COM 7591EP100   609,336 37,800 SH   SOLE   37,800 0 0
REPUBLIC SERV COM 760759100   972,630 10,100 SH   SOLE   10,100 0 0
RESMED COM 761152107   701,448 3,300 SH   SOLE   3,300 0 0
REVVITY COM 714046109   731,850 5,100 SH   SOLE   5,100 0 0
RINGCENTRAL COM 76680R206   644,249 1,700 SH   SOLE   1,700 0 0
ROBERT HALF COM 770323103   339,329 5,431 SH   SOLE   5,431 0 0
ROCKWELL AUTOM COM 773903109   1,228,969 4,900 SH   SOLE   4,900 0 0
ROLLINS COM 775711104   227,036 5,811 SH   SOLE   5,811 0 0
ROPER TECHNOLOGIES COM 776696106   2,026,123 4,700 SH   SOLE   4,700 0 0
ROSS STORES COM 778296103   1,829,009 14,893 SH   SOLE   14,893 0 0
S&P GLOBAL COM 78409V104   31,659,658 96,309 SH   SOLE   96,309 0 0
SALESFORCE COM 79466L302   8,867,821 39,850 SH   SOLE   39,850 0 0
SAREPTA THER COM 803607100   19,879,134 116,600 SH   SOLE   116,600 0 0
SBA COMMUNICATIONS COM 78410G104   648,899 2,300 SH   SOLE   2,300 0 0
SEAGEN COM 81181C104   437,850 2,500 SH   SOLE   2,500 0 0
SEALED AIR COM 81211K100   391,642 8,553 SH   SOLE   8,553 0 0
SEMPRA ENERGY COM 816851109   1,414,251 11,100 SH   SOLE   11,100 0 0
SERVICENOW COM 81762P102   4,568,569 8,300 SH   SOLE   8,300 0 0
SHERWIN WILLIAMS COM 824348106   1,102,365 1,500 SH   SOLE   1,500 0 0
SILK ROAD MED COM 82710M100   10,079,949 160,050 SH   SOLE   160,050 0 0
SIMON PROPERTY GROUP COM 828806109   1,200,742 14,080 SH   SOLE   14,080 0 0
SIRIUS XM HOLDINGS COM 82968B103   335,259 52,631 SH   SOLE   52,631 0 0
SLM COM 78442P106   1,640,312 132,390 SH   SOLE   132,390 0 0
SOLAREDGE TECH COM 83417M104   8,606,986 26,971 SH   SOLE   26,971 0 0
SOUTHWEST AIRLINES COM 844741108   167,796 3,600 SH   SOLE   3,600 0 0
SPLUNK COM 848637104   1,172,241 6,900 SH   SOLE   6,900 0 0
STANLEY BLACK&DECKER COM 854502101   589,248 3,300 SH   SOLE   3,300 0 0
STARBUCKS COM 855244109   32,436,122 303,198 SH   SOLE   303,198 0 0
STATE STREET COM 857477103   1,098,177 15,089 SH   SOLE   15,089 0 0
SUZANO PAP E CEL ADR COM 86959K105   1,427,507 127,684 SH   SOLE   127,684 0 0
SVB FINANCIAL COM 78486Q101   29,031,402 74,856 SH   SOLE   74,856 0 0
SYNCHRONY FINANCIAL COM 87165B103   881,634 25,400 SH   SOLE   25,400 0 0
SYNEOS HEALTH COM 87166B102   26,230,731 385,010 SH   SOLE   385,010 0 0
SYNOPS COM 871607107   1,710,984 6,600 SH   SOLE   6,600 0 0
SYSCO COM 871829107   1,518,988 20,455 SH   SOLE   20,455 0 0
T ROWE PRICE GP COM 74144T108   1,555,229 10,273 SH   SOLE   10,273 0 0
TAKE TWO INTERACT COM 874054109   1,122,066 5,400 SH   SOLE   5,400 0 0
TAL EDUCATIO-ADR COM 874080104   4,147,580 58,000 SH   SOLE   58,000 0 0
TARGET COM 87612E106   3,901,313 22,100 SH   SOLE   22,100 0 0
TELADOC HEALTH COM 87918A105   1,099,780 5,500 SH   SOLE   5,500 0 0
TELEFLEX COM 879369106   370,413 900 SH   SOLE   900 0 0
TERADYNE COM 880770102   395,637 3,300 SH   SOLE   3,300 0 0
TEXAS INSTRUMENT COM 882508104   6,466,722 39,400 SH   SOLE   39,400 0 0
THERMO FISCHER SCIEN COM 883556102   39,967,650 85,808 SH   SOLE   85,808 0 0
TIFFANY COM 886547108   749,265 5,700 SH   SOLE   5,700 0 0
TJX COM 872540109   3,448,645 50,500 SH   SOLE   50,500 0 0
TRACTOR SUPPLY COM 892356106   618,552 4,400 SH   SOLE   4,400 0 0
TRANSUNION COM 89400J107   793,760 8,000 SH   SOLE   8,000 0 0
TRAVELERS COMPANIES COM 89417E109   1,500,836 10,692 SH   SOLE   10,692 0 0
TRIMBLE COM 896239100   806,448 12,078 SH   SOLE   12,078 0 0
TRIP.COM GROUP LTD COM 89677Q107   2,519,631 74,700 SH   SOLE   74,700 0 0
TRUIST FINANCIAL COM 89832Q109   1,318,075 27,500 SH   SOLE   27,500 0 0
TYLER TECHNOLOGIES I COM 902252105   349,216 800 SH   SOLE   800 0 0
UBER TECHNOLOGIES COM 90353T100   1,004,700 19,700 SH   SOLE   19,700 0 0
UDR COM 902653104   495,747 12,900 SH   SOLE   12,900 0 0
ULTA BEAUTY COM 90384S303   689,184 2,400 SH   SOLE   2,400 0 0
UNION PACIFIC COM 907818108   6,080,024 29,200 SH   SOLE   29,200 0 0
UNITED PARCEL B COM 911312106   5,205,412 30,911 SH   SOLE   30,911 0 0
UNITED RENTALS COM 911363109   788,494 3,400 SH   SOLE   3,400 0 0
UNITEDHEALTH GRP COM 91324P102   14,237,608 40,600 SH   SOLE   40,600 0 0
VARIAN MED SYS I COM 92220P105   367,521 2,100 SH   SOLE   2,100 0 0
VARONIS SYSTEMS COM 922280102   10,667,372 65,200 SH   SOLE   65,200 0 0
VEEVA SYSTEMS COM 922475108   1,633,500 6,000 SH   SOLE   6,000 0 0
VENTAS COM 92276F100   833,190 16,990 SH   SOLE   16,990 0 0
VERINT SYSTEMS COM 92343X100   1,919,333 28,570 SH   SOLE   28,570 0 0
VERISK ANALYTICS COM 92345Y106   1,468,284 7,073 SH   SOLE   7,073 0 0
VERIZON COMM COM 92343V104   43,812,636 745,747 SH   SOLE   745,747 0 0
VERTEX PHARMACEUT COM 92532F100   2,552,472 10,800 SH   SOLE   10,800 0 0
VF COM 918204108   1,301,478 15,238 SH   SOLE   15,238 0 0
VIPSHOP ADR COM 92763W103   2,192,580 78,000 SH   SOLE   78,000 0 0
VISA A COM 92826C839   55,574,043 254,076 SH   SOLE   254,076 0 0
VMWARE A COM 928563402   547,014 3,900 SH   SOLE   3,900 0 0
VORNADO REALTY COM 929042109   160,562 4,300 SH   SOLE   4,300 0 0
VOYA FINACIAL COM 929089100   311,693 5,300 SH   SOLE   5,300 0 0
VULCAN MATERIALS COM 929160109   444,930 3,000 SH   SOLE   3,000 0 0
WABTEC COM 929740108   300,120 4,100 SH   SOLE   4,100 0 0
WALGREEN BOOTS COM 931427108   1,401,383 35,140 SH   SOLE   35,140 0 0
WAL-MART COM 931142103   4,165,935 28,900 SH   SOLE   28,900 0 0
WALT DISNEY COM 254687106   42,874,979 236,643 SH   SOLE   236,643 0 0
WASTE MANAGEMENT COM 94106L109   2,049,270 17,377 SH   SOLE   17,377 0 0
WATERS COM 941848103   758,095 3,064 SH   SOLE   3,064 0 0
WATTS WATER TECHN COM 942749102   1,831,585 15,050 SH   SOLE   15,050 0 0
WELLTOWER COM 95040Q104   1,318,506 20,404 SH   SOLE   20,404 0 0
WEST PHARMACEUTICAL COM 955306105   832,648 2,939 SH   SOLE   2,939 0 0
WESTERN DIGITAL CORP COM 958102105   706,167 12,749 SH   SOLE   12,749 0 0
WESTERN UNION COM 959802109   182,102 8,300 SH   SOLE   8,300 0 0
WESTROCK COM 96145D105   566,586 13,016 SH   SOLE   13,016 0 0
WORKDAY A COM 98138H101   1,962,166 8,189 SH   SOLE   8,189 0 0
WP CAREY COM 92936U109   282,320 4,000 SH   SOLE   4,000 0 0
WW GRAINGER COM 384802104   877,931 2,150 SH   SOLE   2,150 0 0
XPO LOGISTICS COM 983793100   512,322 4,298 SH   SOLE   4,298 0 0
XYLEM COM 98419M100   44,466,758 436,848 SH   SOLE   436,848 0 0
YUM BRANDS COM 988498101   1,454,704 13,400 SH   SOLE   13,400 0 0
YUM CHINA HLDS COM 98850P109   3,499,617 61,300 SH   SOLE   61,300 0 0
ZAI LAB COM 98887Q104   1,583,478 11,700 SH   SOLE   11,700 0 0
ZEBRA TECHNOLOGIES C COM 989207105   749,059 1,949 SH   SOLE   1,949 0 0
ZENDESK COM 98936J101   830,096 5,800 SH   SOLE   5,800 0 0
ZOETIS COM 98978V103   3,525,150 21,300 SH   SOLE   21,300 0 0
ZTO EXPRESS CAY ADR COM 98980A105   1,927,476 66,100 SH   SOLE   66,100 0 0