A O SMITH COM 831865209 626705 7300 SH SOLE 7300 0 0 ABBVIE COM 00287Y109 4347288 32107 SH SOLE 32107 0 0 ABIOMED COM 003654100 897925 2500 SH SOLE 2500 0 0 ACTIVISION BLIZZARD COM 00507V109 2468263 37100 SH SOLE 37100 0 0 ADDUS HOMECARE COM 006739106 2702439 28900 SH SOLE 28900 0 0 ADOBE COM 00724F101 59063268 104157 SH SOLE 104157 0 0 ADV MICRO DEV COM 007903107 8621337 59912 SH SOLE 59912 0 0 ADVANCE AUTO COM 00751Y106 642878 2680 SH SOLE 2680 0 0 AFLAC COM 001055102 642290 11000 SH SOLE 11000 0 0 AGILENT TECH COM 00846U101 2442645 15300 SH SOLE 15300 0 0 AIR PRODS & CHEM COM 009158106 3407712 11200 SH SOLE 11200 0 0 AKAMAI TECH COM 00971T101 47257709 403774 SH SOLE 403774 0 0 ALEX REAL ESTATE EQ COM 015271109 1605312 7200 SH SOLE 7200 0 0 ALIGN TECHNOLOGY COM 016255101 2431566 3700 SH SOLE 3700 0 0 ALLEGHANY CORP COM 017175100 200277 300 SH SOLE 300 0 0 ALLOVIR COM 019818103 1180128 91200 SH SOLE 91200 0 0 ALLSTATE COM 020002101 1577451 13408 SH SOLE 13408 0 0 ALLY FINANCIAL COM 02005N100 861741 18100 SH SOLE 18100 0 0 ALNYLAM PHARMACEUTIC COM 02043Q107 1085312 6400 SH SOLE 6400 0 0 ALPHABET A CAP STK CL A 02079K305 178266459 61534 SH SOLE 61534 0 0 ALPHABET C CAP STK CL C 02079K107 35301798 12200 SH SOLE 12200 0 0 AMAZON COM 023135106 152379338 45700 SH SOLE 45700 0 0 AMERICAN EXPRESS COM 025816109 5415160 33100 SH SOLE 33100 0 0 AMERICAN INTL GR COM 026874784 2518898 44300 SH SOLE 44300 0 0 AMERICAN TOWER COM 03027X100 6508125 22250 SH SOLE 22250 0 0 AMERICAN WATER W COM 030420103 1718626 9100 SH SOLE 9100 0 0 AMERIPRISE COM 03076C106 1719462 5700 SH SOLE 5700 0 0 AMERIS BANCORP COM 03076K108 2975832 59900 SH SOLE 59900 0 0 AMGEN COM 031162100 6231669 27700 SH SOLE 27700 0 0 ANSYS COM 03662Q105 1764928 4400 SH SOLE 4400 0 0 APPLE COM 037833100 216204793 1217575 SH SOLE 1217575 0 0 APPLIED MATERIALS COM 038222105 6928876 44032 SH SOLE 44032 0 0 ARCHER DANIELS M COM 039483102 1872243 27700 SH SOLE 27700 0 0 ARTHUR J GALLAGHER COM 363576109 1815469 10700 SH SOLE 10700 0 0 ASANA COM 04342Y104 268380 3600 SH SOLE 3600 0 0 ASSURANT COM 04621X108 327306 2100 SH SOLE 2100 0 0 ASTRA ZENECA ADR COM 046353108 58 1 SH SOLE 1 0 0 AT&T COM 00206R102 8327371 338511 SH SOLE 338511 0 0 ATKORE COM 047649108 41229252 370800 SH SOLE 370800 0 0 AUTODESK COM 052769106 2924376 10400 SH SOLE 10400 0 0 AUTOMATIC DATA P COM 053015103 5158207 20919 SH SOLE 20919 0 0 AUTOZONE COM 053332102 2306029 1100 SH SOLE 1100 0 0 AVALONBAY COMM COM 053484101 1667094 6600 SH SOLE 6600 0 0 AVANTOR COM 05352A100 9515212 225800 SH SOLE 225800 0 0 AVERY DENNISON COM 053611109 866280 4000 SH SOLE 4000 0 0 BAIDU ADR COM 056752108 7975144 53600 SH SOLE 53600 0 0 BALL COM 058498106 1559574 16200 SH SOLE 16200 0 0 BANCO BRADESCO-ADR COM 059460303 3276076 957917 SH SOLE 957917 0 0 BANCOLOMBIA-ADR COM 05968L102 846612 26800 SH SOLE 26800 0 0 BANK OF AMERICA COM 060505104 16412361 368900 SH SOLE 368900 0 0 BATH & BODY WORKS COM 070830104 928207 13300 SH SOLE 13300 0 0 BAXTER INTL COM 071813109 2160421 25168 SH SOLE 25168 0 0 BECTON DICKINSON COM 075887109 3520720 14000 SH SOLE 14000 0 0 BEIGENE ADR COM 07725L102 2438370 9000 SH SOLE 9000 0 0 BENTLEY SYSTEMS COM 08265T208 459135 9500 SH SOLE 9500 0 0 BEST BUY COM 086516101 1035507 10192 SH SOLE 10192 0 0 BILIBILI ADR COM 090040106 1392000 30000 SH SOLE 30000 0 0 BILL.COM HOLDINGS COM 090043100 896940 3600 SH SOLE 3600 0 0 BIO RAD LABORATORIES COM 090572207 13600260 18000 SH SOLE 18000 0 0 BIO TECHNE COM 09073M104 982946 1900 SH SOLE 1900 0 0 BIOCRYST PHARMA COM 09058V103 2560865 184900 SH SOLE 184900 0 0 BIOGEN COM 09062X103 1679200 6999 SH SOLE 6999 0 0 BIOMARIN COM 09061G101 733305 8300 SH SOLE 8300 0 0 BLACK KNIGHT INC COM 09215C105 648946 7829 SH SOLE 7829 0 0 BLACKROCK COM 09247X101 41885039 45748 SH SOLE 45748 0 0 BLOCK INC USD COM 852234103 3149445 19500 SH SOLE 19500 0 0 BNY MELLON COM 064058100 2215926 38153 SH SOLE 38153 0 0 BOOKING HOLDINGS COM 09857L108 4798460 2000 SH SOLE 2000 0 0 BORGWARNER COM 099724106 567882 12600 SH SOLE 12600 0 0 BOSTON PROPERTIES COM 101121101 817778 7100 SH SOLE 7100 0 0 BRISTOL MYERS COM 110122108 6864735 110100 SH SOLE 110100 0 0 BROWN & BROWN COM 115236101 351400 5000 SH SOLE 5000 0 0 BURLINGTON STORES COM 122017106 991134 3400 SH SOLE 3400 0 0 C.H. ROBINSON WORLDW COM 12541W209 721121 6700 SH SOLE 6700 0 0 CABLE ONE COM 12685J105 529035 300 SH SOLE 300 0 0 CADENCE DESIGN COM 127387108 2571630 13800 SH SOLE 13800 0 0 CAMDEN PROPERTY TRUS COM 133131102 911268 5100 SH SOLE 5100 0 0 CAMPBELL SOUP COM 134429109 365064 8400 SH SOLE 8400 0 0 CAPITAL ONE FIN COM 14040H105 3090417 21300 SH SOLE 21300 0 0 CARDINAL HEALTH COM 14149Y108 798095 15500 SH SOLE 15500 0 0 CARMAX COM 143130102 976725 7500 SH SOLE 7500 0 0 CARRIER GLOBAL COM 14448C104 2131632 39300 SH SOLE 39300 0 0 CATALENT COM 148806102 1049846 8200 SH SOLE 8200 0 0 CBOE GLOBAL MARKETS COM 12503M108 806524 6185 SH SOLE 6185 0 0 CBRE GROUP A COM 12504L109 1605948 14800 SH SOLE 14800 0 0 CDW COM 12514G108 1310592 6400 SH SOLE 6400 0 0 CELANESE COM 150870103 924330 5500 SH SOLE 5500 0 0 CENTENE COM 15135B101 2339666 28394 SH SOLE 28394 0 0 CERNER CORP COM 156782104 1337328 14400 SH SOLE 14400 0 0 CHARLES RIVER COM 159864107 828916 2200 SH SOLE 2200 0 0 CHURCH & DWIGHT COM 171340102 1209500 11800 SH SOLE 11800 0 0 CIENA COM 171779309 45316011 588749 SH SOLE 588749 0 0 CIGNA COM 125523100 3792339 16515 SH SOLE 16515 0 0 CINTAS COM 172908105 1994265 4500 SH SOLE 4500 0 0 CIRRUS LOGIC COM 172755100 17589623 191150 SH SOLE 191150 0 0 CISCO COM 17275R102 13056121 206030 SH SOLE 206030 0 0 CITIGROUP USD COM 172967424 5936337 98300 SH SOLE 98300 0 0 CITIZENS FINANCIAL COM 174610105 1048950 22200 SH SOLE 22200 0 0 CITRIX SYSTEMS COM 177376100 510786 5400 SH SOLE 5400 0 0 CLOROX COM 189054109 1028724 5900 SH SOLE 5900 0 0 CME GROUP COM 12572Q105 3998050 17500 SH SOLE 17500 0 0 COCA COLA COM 191216100 11889368 200800 SH SOLE 200800 0 0 COGNEX COM 192422103 649685 8355 SH SOLE 8355 0 0 COGNIZANT TECH COM 192446102 2191384 24700 SH SOLE 24700 0 0 COLGATE PALMOLIVE COM 194162103 43721047 512316 SH SOLE 512316 0 0 COMCAST A COM 20030N101 11268887 223900 SH SOLE 223900 0 0 CONAGRA BRANDS COM 205887102 850335 24900 SH SOLE 24900 0 0 COPART COM 217204106 1682982 11100 SH SOLE 11100 0 0 CORSAIR GAMING COM 22041X102 2075788 98800 SH SOLE 98800 0 0 CORTEVA COM 22052L104 1720992 36400 SH SOLE 36400 0 0 COUPA SOFTWARE COM 22266L106 600590 3800 SH SOLE 3800 0 0 CROWDSTRIKE HOLDINGS COM 22788C105 1740375 8500 SH SOLE 8500 0 0 CROWN CASTLE COM 22822V101 4529658 21700 SH SOLE 21700 0 0 CROWN HOLDINGS COM 228368106 650335 5879 SH SOLE 5879 0 0 CSX COM 126408103 4057717 107918 SH SOLE 107918 0 0 CVS HEALTH COM 126650100 6573871 63725 SH SOLE 63725 0 0 DANAHER COM 235851102 10232211 31100 SH SOLE 31100 0 0 DAVITA COM 23918K108 386784 3400 SH SOLE 3400 0 0 DAYFORCE COM 15677J108 814788 7800 SH SOLE 7800 0 0 DECKERS OUTDOOR COM 243537107 16542560 45160 SH SOLE 45160 0 0 DEERE COM 244199105 5026082 14658 SH SOLE 14658 0 0 DENTSPLY SIRONA COM 24906P109 541163 9700 SH SOLE 9700 0 0 DEXCOM COM 252131107 41920223 78071 SH SOLE 78071 0 0 DIGITAL REALTY TRUST COM 253868103 2334684 13200 SH SOLE 13200 0 0 DISCOVER FINANCIAL COM 254709108 1548504 13400 SH SOLE 13400 0 0 DISCOVERY A COM 25470F104 185966 7900 SH SOLE 7900 0 0 DISCOVERY C COM 25470F302 384720 16800 SH SOLE 16800 0 0 DOCUSIGN COM 256163106 1401252 9200 SH SOLE 9200 0 0 DOLLAR TREE COM 256746108 1467731 10445 SH SOLE 10445 0 0 DOMINOS PIZZA (USD) COM 25754A201 1128660 2000 SH SOLE 2000 0 0 DOORDASH COM 25809K105 818950 5500 SH SOLE 5500 0 0 DOVER CORP COM 260003108 1234880 6800 SH SOLE 6800 0 0 DOW COM 260557103 2013560 35500 SH SOLE 35500 0 0 DR REDDY'S LAB COM 256135203 1308200 20000 SH SOLE 20000 0 0 DROPBOX COM 26210C104 434358 17700 SH SOLE 17700 0 0 DUKE REALTY COM 264411505 1129008 17200 SH SOLE 17200 0 0 DUPONT DE NEMOURS COM 26614N102 1978706 24495 SH SOLE 24495 0 0 DYNATRACE COM 268150109 591430 9800 SH SOLE 9800 0 0 EASTMAN CHEMICAL COM 277432100 882643 7300 SH SOLE 7300 0 0 EBAY COM 278642103 14372113 216122 SH SOLE 216122 0 0 ECOLAB COM 278865100 2815080 12000 SH SOLE 12000 0 0 EDISON INTL COM 281020107 1303575 19100 SH SOLE 19100 0 0 EDWARDS LIFESCIENSES COM 28176E108 3854760 29755 SH SOLE 29755 0 0 ELECTRONIC ARTS COM 285512109 1938930 14700 SH SOLE 14700 0 0 ELEVANCE HEALTH COM 036752103 5516126 11900 SH SOLE 11900 0 0 ELI LILLY COM 532457108 10993556 39800 SH SOLE 39800 0 0 ENCOMPASS HEALTH COM 29261A100 32355908 495800 SH SOLE 495800 0 0 ENPHASE ENERGY COM 29355A107 1115934 6100 SH SOLE 6100 0 0 ENTEGRIS COM 29362U104 956202 6900 SH SOLE 6900 0 0 ENTERGY COM 29364G103 1002585 8900 SH SOLE 8900 0 0 EPAM SYSTEMS INC COM 29414B104 1783425 2668 SH SOLE 2668 0 0 EQUIFAX COM 294429105 1610345 5500 SH SOLE 5500 0 0 EQUINIX COM 29444U700 23390859 27654 SH SOLE 27654 0 0 EQUITABLE HOLDINGS COM 29452E101 734496 22400 SH SOLE 22400 0 0 EQUITY RESIDENT COM 29476L107 1475150 16300 SH SOLE 16300 0 0 ESSEX PROPERTY TR COM 297178105 1232805 3500 SH SOLE 3500 0 0 ESTEE LAUDER COM 518439104 4257300 11500 SH SOLE 11500 0 0 ETSY COM 29786A106 1226064 5600 SH SOLE 5600 0 0 EXACT SCIENCES COM 30063P105 583725 7500 SH SOLE 7500 0 0 EXELON COM 30161N101 2750762 47624 SH SOLE 47624 0 0 EXPEDITORS COM 302130109 1074320 8000 SH SOLE 8000 0 0 EXTRA SPACE STORAGE COM 30225T102 589498 2600 SH SOLE 2600 0 0 F5 NETWORKS INC COM 315616102 587059 2399 SH SOLE 2399 0 0 FACTSET RESEARCH SYS COM 303075105 949664 1954 SH SOLE 1954 0 0 FAIR ISAAC COM 303250104 477037 1100 SH SOLE 1100 0 0 FASTENAL COM 311900104 1864146 29100 SH SOLE 29100 0 0 FEDEX COM 31428X106 3258864 12600 SH SOLE 12600 0 0 FIDELITY NAT INF COM 31620M106 3296330 30200 SH SOLE 30200 0 0 FIFTH THIRD BAN COM 316773100 1437150 33000 SH SOLE 33000 0 0 FIRST REPUBLIC BANK COM 33616C100 1941194 9400 SH SOLE 9400 0 0 FIRSTENERGY COM 337932107 374310 9000 SH SOLE 9000 0 0 FISERV COM 337738108 47767998 460237 SH SOLE 460237 0 0 FMC COM 302491303 736263 6700 SH SOLE 6700 0 0 FORTUNE BRANDS INNOV COM 34964C106 801750 7500 SH SOLE 7500 0 0 FOX CORP A CL A COM 35137L105 302580 8200 SH SOLE 8200 0 0 FOX CORP B CL B COM 35137L204 75394 2200 SH SOLE 2200 0 0 FRANKLIN RES COM 354613101 388484 11600 SH SOLE 11600 0 0 FRONTDOOR COM 35905A109 2928335 79900 SH SOLE 79900 0 0 GDS HOLDINGS ADR COM 36165L108 872460 18500 SH SOLE 18500 0 0 GEN DIGITAL COM 668771108 784596 30200 SH SOLE 30200 0 0 GENERAC HOLDINGS COM 368736104 1126144 3200 SH SOLE 3200 0 0 GENERAL MILLS COM 370334104 1906854 28300 SH SOLE 28300 0 0 GENUINE PARTS COM 372460105 995420 7100 SH SOLE 7100 0 0 GERDAU SA COM 373737105 1107000 225000 SH SOLE 225000 0 0 GILEAD SCIENCES COM 375558103 4356600 60000 SH SOLE 60000 0 0 GLOBAL PAYMENTS COM 37940X102 9602241 71033 SH SOLE 71033 0 0 GODADDY A COM 380237107 755254 8900 SH SOLE 8900 0 0 GOLDMAN SACHS COM 38141G104 6388585 16700 SH SOLE 16700 0 0 GUIDEWIRE SOFTWARE COM 40171V100 488179 4300 SH SOLE 4300 0 0 HARTFORD FIN SERV COM 416515104 1139160 16500 SH SOLE 16500 0 0 HASBRO COM 418056107 619942 6091 SH SOLE 6091 0 0 HCA HEALTHCARE COM 40412C101 3288576 12800 SH SOLE 12800 0 0 HEALTHPEAK PROP COM 42250P103 1127632 31245 SH SOLE 31245 0 0 HENRY SCHEIN COM 806407102 472933 6100 SH SOLE 6100 0 0 HERSHEY COM 427866108 1296249 6700 SH SOLE 6700 0 0 HILTON COM 43300A203 2111013 13533 SH SOLE 13533 0 0 HOLOGIC COM 436440101 32410604 423336 SH SOLE 423336 0 0 HOME DEPOT COM 437076102 21290013 51300 SH SOLE 51300 0 0 HORMEL FOODS COM 440452100 761436 15600 SH SOLE 15600 0 0 HOSTESS BRANDS COM 44109J106 3473442 170100 SH SOLE 170100 0 0 HP COM 40434L105 2226297 59100 SH SOLE 59100 0 0 HP ENTERPRISE CO COM 42824C109 1118913 70952 SH SOLE 70952 0 0 HUBSPOT COM 443573100 1450130 2200 SH SOLE 2200 0 0 HUMANA COM 444859102 2907474 6268 SH SOLE 6268 0 0 HUNTINGTON BANC COM 446150104 1094820 71000 SH SOLE 71000 0 0 IBM COM 459200101 5921138 44300 SH SOLE 44300 0 0 ICICI BANK LTD ADR COM 45104G104 40698194 2056503 SH SOLE 2056503 0 0 IDEX COM 45167R104 921648 3900 SH SOLE 3900 0 0 IDEXX LAB COM 45168D104 2633840 4000 SH SOLE 4000 0 0 ILLINOIS TOOL COM 452308109 3718042 15065 SH SOLE 15065 0 0 ILLUMINA COM 452327109 2687809 7065 SH SOLE 7065 0 0 INFINERA COM 45667G103 3294165 343500 SH SOLE 343500 0 0 INFOSYS LTD-SP ADR COM 456788108 15902273 628300 SH SOLE 628300 0 0 INGERSOLL RAND COM 45687V106 1311644 21200 SH SOLE 21200 0 0 INSTALLED BUILDING P COM 45780R101 4191600 30000 SH SOLE 30000 0 0 INSULET COM 45784P101 1037673 3900 SH SOLE 3900 0 0 INTEL COM 458140100 10243350 198900 SH SOLE 198900 0 0 INTERCONT EXCHANGE COM 45866F104 3624405 26500 SH SOLE 26500 0 0 INTERNATIONAL PAPER COM 460146103 925506 19700 SH SOLE 19700 0 0 INTERPUBLIC GROUP COM 460690100 797685 21300 SH SOLE 21300 0 0 INTL FLAVORS & FRAGR COM 459506101 1888247 12534 SH SOLE 12534 0 0 INTUIT COM 461202103 8480212 13184 SH SOLE 13184 0 0 INTUITIVE SURGICAL COM 46120E602 6553991 18241 SH SOLE 18241 0 0 IQVIA HOLDINGS COM 46266C105 2595970 9201 SH SOLE 9201 0 0 IRON MOUNTAIN REIT COM 46284V101 840053 16053 SH SOLE 16053 0 0 ITAU UNIBANCO PREF COM 465562106 3503490 934264 SH SOLE 934264 0 0 JACK HENRY & ASSOC COM 426281101 571106 3420 SH SOLE 3420 0 0 JB HUNT TRANSPORT COM 445658107 803292 3930 SH SOLE 3930 0 0 JD COM INC ADR COM 47215P106 11134123 158900 SH SOLE 158900 0 0 JM SMUCKER COM 832696405 706264 5200 SH SOLE 5200 0 0 JP MORGAN CHASE COM 46625H100 75213875 474985 SH SOLE 474985 0 0 KELLANOVA COM 487836108 895438 13900 SH SOLE 13900 0 0 KEURIG DR PEPPER COM 49271V100 1264298 34300 SH SOLE 34300 0 0 KEYSIGHT TECH COM 49338L103 1837939 8900 SH SOLE 8900 0 0 KIMBERLY CLARKE COM 494368103 2284147 15982 SH SOLE 15982 0 0 KLA CORPORATION COM 482480100 3096792 7200 SH SOLE 7200 0 0 KNIGHT SWIFT TRANSP COM 499049104 462413 7588 SH SOLE 7588 0 0 KORN FERRY COM 500643200 3627467 47900 SH SOLE 47900 0 0 KROGER CO COM 501044101 40245192 889200 SH SOLE 889200 0 0 LABORATORY CORP OF A COM 50540R409 1508208 4800 SH SOLE 4800 0 0 LAM RESEARCH COM 512807108 4998093 6950 SH SOLE 6950 0 0 LANTHEUS HOLDINGS COM 516544103 2951836 102175 SH SOLE 102175 0 0 LEAR COM 521865204 585440 3200 SH SOLE 3200 0 0 LENNOX INTL COM 526107107 421668 1300 SH SOLE 1300 0 0 LI AUTO ADR COM 50202M102 3482850 108500 SH SOLE 108500 0 0 LIBERTY BROADBAND-A COM 530307107 193080 1200 SH SOLE 1200 0 0 LIBERTY BROADBAND-C COM 530307305 1014930 6300 SH SOLE 6300 0 0 LINCOLN NATL COR COM 534187109 464168 6800 SH SOLE 6800 0 0 LIVE NATION COM 538034109 995821 8320 SH SOLE 8320 0 0 LIVENT CORP COM 53814L108 3551825 145686 SH SOLE 145686 0 0 LKQ COM 501889208 821451 13684 SH SOLE 13684 0 0 LOWE'S COMPANIES COM 548661107 46134027 178482 SH SOLE 178482 0 0 LULULEMON ATHLETICA COM 550021109 2192120 5600 SH SOLE 5600 0 0 LUMEN TECHNOLOGIES COM 550241103 619970 49400 SH SOLE 49400 0 0 MARKETAXESS HOLDINGS COM 57060D108 863667 2100 SH SOLE 2100 0 0 MARSH & MCLENNAN COM 571748102 4141088 23824 SH SOLE 23824 0 0 MARVELL TECH. COM 573874104 3482102 39800 SH SOLE 39800 0 0 MASCO COM 574599106 863706 12300 SH SOLE 12300 0 0 MASIMO CORP COM 574795100 819784 2800 SH SOLE 2800 0 0 MASTERCARD COM 57636Q104 26212394 72950 SH SOLE 72950 0 0 MCCORMICK COM 579780206 1217286 12600 SH SOLE 12600 0 0 MCDONALDS COM 580135101 9864976 36800 SH SOLE 36800 0 0 MCKESSON COM 58155Q103 1789704 7200 SH SOLE 7200 0 0 MERCADOLIBRE COM 58733R102 3101320 2300 SH SOLE 2300 0 0 MERCK USD COM 58933Y105 50152909 654396 SH SOLE 654396 0 0 METLIFE COM 59156R108 2196274 35146 SH SOLE 35146 0 0 METTLER-TOLEDO COM 592688105 1866931 1100 SH SOLE 1100 0 0 MICROCHIP TECHNOLOGY COM 595017104 2307090 26500 SH SOLE 26500 0 0 MICRON TECH COM 595112103 5207085 55900 SH SOLE 55900 0 0 MICROSOFT COM 594918104 254512178 756756 SH SOLE 756756 0 0 MOBILE TELESYST ADR COM 607409109 675750 85000 SH SOLE 85000 0 0 MOHAWK INDS COM 608190104 533605 2929 SH SOLE 2929 0 0 MONDELEZ INTL COM 609207105 51379972 774845 SH SOLE 774845 0 0 MOODYS COM 615369105 3202756 8200 SH SOLE 8200 0 0 MORGAN STANLEY COM 617446448 42474814 432710 SH SOLE 432710 0 0 MOSAIC COM 61945C103 762226 19400 SH SOLE 19400 0 0 MOTOROLA SOLUTIONS COM 620076307 2371398 8728 SH SOLE 8728 0 0 MSCI INC COM 55354G100 2396843 3912 SH SOLE 3912 0 0 NASDAQ OMX GROUP COM 631103108 1191597 5674 SH SOLE 5674 0 0 NATURA & CO HOLD ADR COM 63884N108 800928 86400 SH SOLE 86400 0 0 NETAPP COM 64110D104 993492 10800 SH SOLE 10800 0 0 NETFLIX COM 64110L106 34507763 57280 SH SOLE 57280 0 0 NEWELL BRANDS COM 651229106 430314 19703 SH SOLE 19703 0 0 NEWMONT COM 651639106 2346961 37842 SH SOLE 37842 0 0 NIKE COM 654106103 10433542 62600 SH SOLE 62600 0 0 NIO COM 62914V106 8309664 262300 SH SOLE 262300 0 0 NKARTA COM 65487U108 1504300 98000 SH SOLE 98000 0 0 NORDSON COM 655663102 638175 2500 SH SOLE 2500 0 0 NORFOLK SOUTHERN COM 655844108 1339695 4500 SH SOLE 4500 0 0 NORTHERN TRUST COM 665859104 1315710 11000 SH SOLE 11000 0 0 NSA COM 637870106 3508440 50700 SH SOLE 50700 0 0 NUANCE COMM COM 67020Y100 846396 15300 SH SOLE 15300 0 0 NVIDIA COM 67066G104 104971977 356914 SH SOLE 356914 0 0 OAK STREET HEALTH COM 67181A107 314830 9500 SH SOLE 9500 0 0 OKTA INC COM 679295105 1412271 6300 SH SOLE 6300 0 0 OMNICOM GROUP COM 681919106 637449 8700 SH SOLE 8700 0 0 ON SEMICONDUCTOR COM 682189105 1426320 21000 SH SOLE 21000 0 0 ORACLE COM 68389X105 7151220 82000 SH SOLE 82000 0 0 OTIS WORLDWIDE COM 68902V107 1697865 19500 SH SOLE 19500 0 0 OWENS CORNING COM 690742101 543000 6000 SH SOLE 6000 0 0 PACCAR COM 693718108 1412160 16000 SH SOLE 16000 0 0 PACKAGING CORP OF AM COM 695156109 558215 4100 SH SOLE 4100 0 0 PALO ALTO NETWORKS COM 697435105 29101288 52269 SH SOLE 52269 0 0 PARAMOUNT GLOBAL COM 92556H206 888167 29429 SH SOLE 29429 0 0 PAYCOM SOFTWARE COM 70432V102 996456 2400 SH SOLE 2400 0 0 PAYPAL COM 70450Y103 10315326 54700 SH SOLE 54700 0 0 PENNYMAC FINANCIAL COM 70932M107 3014496 43200 SH SOLE 43200 0 0 PENUMBRA COM 70975L107 19465930 67750 SH SOLE 67750 0 0 PEPSICO COM 713448108 11760167 67700 SH SOLE 67700 0 0 PGT INNOVATIONS COM 69336V101 3420729 152100 SH SOLE 152100 0 0 PHREESIA COM 71944F106 10545937 253143 SH SOLE 253143 0 0 PINDUODUO INC COM 722304102 4926350 84500 SH SOLE 84500 0 0 PLUG POWER COM 72919P202 750918 26600 SH SOLE 26600 0 0 PNC FINANCIAL SERV COM 693475105 4050705 20201 SH SOLE 20201 0 0 POOL COM 73278L105 1132000 2000 SH SOLE 2000 0 0 PRINCIPAL FIN GROUP COM 74251V102 1063251 14700 SH SOLE 14700 0 0 PROCTER COM 742718109 19311600 118056 SH SOLE 118056 0 0 PROGRESSIVE COM 743315103 2833140 27600 SH SOLE 27600 0 0 PROLOGIS COM 74340W103 55889627 331965 SH SOLE 331965 0 0 PRUDENTIAL FINL COM 744320102 1994106 18423 SH SOLE 18423 0 0 PTC COM 69370C100 739015 6100 SH SOLE 6100 0 0 PUBLIC STORAGE COM 74460D109 2884112 7700 SH SOLE 7700 0 0 PULTEGROUP COM 745867101 845968 14800 SH SOLE 14800 0 0 QORVO COM 74736K101 891423 5700 SH SOLE 5700 0 0 QUALCOMM COM 747525103 10167572 55600 SH SOLE 55600 0 0 QUEST DIAGNOSTICS COM 74834L100 986157 5700 SH SOLE 5700 0 0 REALTY INCOME COM 756109104 1918612 26800 SH SOLE 26800 0 0 REGENCY CENTERS COM 758849103 533327 7078 SH SOLE 7078 0 0 REGENERON PHARMA COM 75886F107 3220752 5100 SH SOLE 5100 0 0 REGIONS FIN COM 7591EP100 976640 44800 SH SOLE 44800 0 0 REPUBLIC SERV COM 760759100 1408445 10100 SH SOLE 10100 0 0 RESMED COM 761152107 1927552 7400 SH SOLE 7400 0 0 REVVITY COM 714046109 1226466 6100 SH SOLE 6100 0 0 RINGCENTRAL COM 76680R206 618255 3300 SH SOLE 3300 0 0 ROBERT HALF COM 770323103 516449 4631 SH SOLE 4631 0 0 ROCKWELL AUTOM COM 773903109 1988445 5700 SH SOLE 5700 0 0 ROKU COM 77543R102 1323560 5800 SH SOLE 5800 0 0 ROLLINS COM 775711104 369844 10811 SH SOLE 10811 0 0 ROPER TECHNOLOGIES COM 776696106 934534 1900 SH SOLE 1900 0 0 ROSS STORES COM 778296103 1941960 16993 SH SOLE 16993 0 0 S&P GLOBAL COM 78409V104 41734658 88434 SH SOLE 88434 0 0 SALESFORCE COM 79466L302 12083882 47550 SH SOLE 47550 0 0 SBA COMMUNICATIONS COM 78410G104 1945100 5000 SH SOLE 5000 0 0 SEALED AIR COM 81211K100 388155 5753 SH SOLE 5753 0 0 SERVICENOW COM 81762P102 6231456 9600 SH SOLE 9600 0 0 SHERWIN WILLIAMS COM 824348106 4331568 12300 SH SOLE 12300 0 0 SIGNATURE BANK COM 82669G104 42055952 130015 SH SOLE 130015 0 0 SIMON PROPERTY GROUP COM 828806109 910689 5700 SH SOLE 5700 0 0 SIRIUS XM HOLDINGS COM 82968B103 334207 52631 SH SOLE 52631 0 0 SKYWORKS COM 83088M102 1272148 8200 SH SOLE 8200 0 0 SNAP COM 83304A106 931194 19800 SH SOLE 19800 0 0 SNAP-ON INC COM 833034101 603064 2800 SH SOLE 2800 0 0 SNOWFLAKE COM 833445109 3455250 10200 SH SOLE 10200 0 0 SOLAREDGE TECH COM 83417M104 9662550 34439 SH SOLE 34439 0 0 SPLUNK COM 848637104 914188 7900 SH SOLE 7900 0 0 STARBUCKS COM 855244109 6550320 56000 SH SOLE 56000 0 0 STATE STREET COM 857477103 1728777 18589 SH SOLE 18589 0 0 STEEL DYNAMICS COM 858119100 378627 6100 SH SOLE 6100 0 0 SUNRUN COM 86771W105 192080 5600 SH SOLE 5600 0 0 SUZANO PAP E CEL ADR COM 86959K105 1562587 144684 SH SOLE 144684 0 0 SVB FINANCIAL COM 78486Q101 33030288 48700 SH SOLE 48700 0 0 SYNCHRONY FINANCIAL COM 87165B103 1271086 27400 SH SOLE 27400 0 0 SYNEOS HEALTH COM 87166B102 38049101 370560 SH SOLE 370560 0 0 SYNOPS COM 871607107 2616350 7100 SH SOLE 7100 0 0 SYSCO COM 871829107 1936650 24655 SH SOLE 24655 0 0 T ROWE PRICE GP COM 74144T108 2236387 11373 SH SOLE 11373 0 0 TARGET COM 87612E106 5577704 24100 SH SOLE 24100 0 0 TELADOC HEALTH COM 87918A105 615194 6700 SH SOLE 6700 0 0 TELEFLEX COM 879369106 788352 2400 SH SOLE 2400 0 0 TELEFONICA BRAS ADR COM 87936R205 847700 98000 SH SOLE 98000 0 0 TEMPUR SEALY INTL COM 88023U101 29577167 628900 SH SOLE 628900 0 0 TENCENT MUSIC ADR COM 88034P109 897350 131000 SH SOLE 131000 0 0 TESLA COM 88160R101 43222302 40900 SH SOLE 40900 0 0 TEXAS INSTRUMENT COM 882508104 8311527 44100 SH SOLE 44100 0 0 THERMO FISCHER SCIEN COM 883556102 54635613 81883 SH SOLE 81883 0 0 TJX COM 872540109 4388176 57800 SH SOLE 57800 0 0 T-MOBILE COM 872590104 3444606 29700 SH SOLE 29700 0 0 TRACTOR SUPPLY COM 892356106 1383880 5800 SH SOLE 5800 0 0 TRADEWEB MARKETS COM 892672106 460644 4600 SH SOLE 4600 0 0 TRANSUNION COM 89400J107 1079078 9100 SH SOLE 9100 0 0 TRAVELERS COMPANIES COM 89417E109 1938481 12392 SH SOLE 12392 0 0 TRIMBLE COM 896239100 1026924 11778 SH SOLE 11778 0 0 TRIP.COM GROUP LTD COM 89677Q107 2410298 97900 SH SOLE 97900 0 0 TRUIST FINANCIAL COM 89832Q109 3694505 63100 SH SOLE 63100 0 0 TWILIO COM 90138F102 2159388 8200 SH SOLE 8200 0 0 TWITTER INC COM 90184L102 1616428 37400 SH SOLE 37400 0 0 TYLER TECHNOLOGIES I COM 902252105 1075900 2000 SH SOLE 2000 0 0 UBER TECHNOLOGIES COM 90353T100 2402589 57300 SH SOLE 57300 0 0 ULTA BEAUTY COM 90384S303 989616 2400 SH SOLE 2400 0 0 UNION PACIFIC COM 907818108 8086953 32100 SH SOLE 32100 0 0 UNITED PARCEL B COM 911312106 7439956 34711 SH SOLE 34711 0 0 UNITED RENTALS COM 911363109 1129786 3400 SH SOLE 3400 0 0 UNITEDHEALTH GRP COM 91324P102 8536380 17000 SH SOLE 17000 0 0 UPSTART HOLDINGS COM 91680M107 5825050 38500 SH SOLE 38500 0 0 VAIL RESORTS COM 91879Q109 721380 2200 SH SOLE 2200 0 0 VARONIS SYSTEMS COM 922280102 30267990 620500 SH SOLE 620500 0 0 VEEVA SYSTEMS COM 922475108 1660620 6500 SH SOLE 6500 0 0 VENTAS COM 92276F100 945209 18490 SH SOLE 18490 0 0 VERINT SYSTEMS COM 92343X100 15998222 304670 SH SOLE 304670 0 0 VERISIGN COM 92343E102 1269100 5000 SH SOLE 5000 0 0 VERISK ANALYTICS COM 92345Y106 1663553 7273 SH SOLE 7273 0 0 VERIZON COMM COM 92343V104 56207574 1081747 SH SOLE 1081747 0 0 VERTEX PHARMACEUT COM 92532F100 2810880 12800 SH SOLE 12800 0 0 VF COM 918204108 1225556 16738 SH SOLE 16738 0 0 VIPSHOP ADR COM 92763W103 779520 92800 SH SOLE 92800 0 0 VISA A COM 92826C839 63989262 295276 SH SOLE 295276 0 0 VMWARE A COM 928563402 1156598 9981 SH SOLE 9981 0 0 WALGREEN BOOTS COM 931427108 1728582 33140 SH SOLE 33140 0 0 WALT DISNEY COM 254687106 13785210 89000 SH SOLE 89000 0 0 WASTE MANAGEMENT COM 94106L109 3367541 20177 SH SOLE 20177 0 0 WATERS COM 941848103 1141646 3064 SH SOLE 3064 0 0 WATTS WATER TECHN COM 942749102 3543603 18250 SH SOLE 18250 0 0 WELLTOWER COM 95040Q104 1870129 21804 SH SOLE 21804 0 0 WEST PHARMACEUTICAL COM 955306105 1566024 3339 SH SOLE 3339 0 0 WESTERN UNION COM 959802109 326472 18300 SH SOLE 18300 0 0 WESTROCK COM 96145D105 577390 13016 SH SOLE 13016 0 0 WHIRLPOOL COM 963320106 727446 3100 SH SOLE 3100 0 0 WIPRO COM 97651M109 2440000 250000 SH SOLE 250000 0 0 WORKDAY A COM 98138H101 2619523 9589 SH SOLE 9589 0 0 WP CAREY COM 92936U109 705630 8600 SH SOLE 8600 0 0 WW GRAINGER COM 384802104 39731906 76667 SH SOLE 76667 0 0 XILINX COM 983919101 2438345 11500 SH SOLE 11500 0 0 XPENG ADR COM 98422D105 3623760 72000 SH SOLE 72000 0 0 XYLEM COM 98419M100 1031312 8600 SH SOLE 8600 0 0 YUM CHINA HLDS COM 98850P109 4027072 80800 SH SOLE 80800 0 0 ZAI LAB COM 98887Q104 923895 14700 SH SOLE 14700 0 0 ZEBRA TECHNOLOGIES C COM 989207105 1457645 2449 SH SOLE 2449 0 0 ZENDESK COM 98936J101 604882 5800 SH SOLE 5800 0 0 ZIMMER BIOMET HLDS COM 98956P102 1270400 10000 SH SOLE 10000 0 0 ZOETIS COM 98978V103 5685899 23300 SH SOLE 23300 0 0 ZOOMINFO TECH COM 98980F104 744720 11600 SH SOLE 11600 0 0 ZTO EXPRESS CAY ADR COM 98980A105 2418454 85700 SH SOLE 85700 0 0