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COM 46625H100 3713557 11773 SH SOLE 11773 0 0 KENVUE INC COM 49177J102 1200257 73953 SH SOLE 73953 0 0 KEYSIGHT TECHNOLOGIES INC COM 49338L103 743060 4248 SH SOLE 4248 0 0 KIMBERLY-CLARK CORP COM 494368103 4521624 36365 SH SOLE 36365 0 0 KIMCO RLTY CORP COM 49446R109 279614 12797 SH SOLE 12797 0 0 KINDER MORGAN INC DEL COM 49456B101 1550567 54771 SH SOLE 54771 0 0 KKR & CO INC COM 48251W104 376725 2899 SH SOLE 2899 0 0 KLA CORP COM NEW 482480100 560872 520 SH SOLE 520 0 0 KONTOOR BRANDS INC COM 50050N103 4586057 57491 SH SOLE 57491 0 0 KRYSTAL BIOTECH INC COM 501147102 2595874 14705 SH SOLE 14705 0 0 KYNDRYL HLDGS INC COMMON STOCK 50155Q100 237357 7904 SH SOLE 7904 0 0 LAM RESEARCH CORP COM NEW 512807306 896461 6695 SH SOLE 6695 0 0 LAMAR ADVERTISING CO NEW CL A 512816109 280587 2292 SH SOLE 2292 0 0 LAMB WESTON HLDGS INC COM 513272104 590325 10164 SH SOLE 10164 0 0 LEAR CORP COM NEW 521865204 701755 6975 SH SOLE 6975 0 0 LEMONADE INC COM 52567D107 353512 6604 SH SOLE 6604 0 0 LINCOLN NATL CORP IND COM 534187109 452825 11228 SH SOLE 11228 0 0 LUMENTUM HLDGS INC COM 55024U109 335996 2065 SH SOLE 2065 0 0 MACYS INC COM 55616P104 4740638 264397 SH SOLE 264397 0 0 MADRIGAL PHARMACEUTICALS INC COM 558868105 2136438 4658 SH SOLE 4658 0 0 MANHATTAN ASSOCIATES INC COM 562750109 3112826 15186 SH SOLE 15186 0 0 MARATHON PETE CORP COM 56585A102 1296177 6725 SH SOLE 6725 0 0 MARKEL GROUP INC COM 570535104 1376179 720 SH SOLE 720 0 0 MARRIOTT INTL INC NEW CL A 571903202 554216 2128 SH SOLE 2128 0 0 MASCO CORP COM 574599106 556574 7907 SH SOLE 7907 0 0 MASIMO CORP COM 574795100 1005111 6812 SH SOLE 6812 0 0 MATCH GROUP INC NEW COM 57667L107 1802803 51042 SH SOLE 51042 0 0 MATTEL INC COM 577081102 945610 56186 SH SOLE 56186 0 0 MCDONALDS CORP COM 580135101 2669674 8785 SH SOLE 8785 0 0 MEDICAL PPTYS TRUST INC COM 58463J304 96077 18950 SH SOLE 18950 0 0 MEDPACE HLDGS INC COM 58506Q109 1034490 2012 SH SOLE 2012 0 0 MERCADOLIBRE INC COM 58733R102 3902690 1670 SH SOLE 1670 0 0 MID-AMER APT CMNTYS INC COM 59522J103 258920 1853 SH SOLE 1853 0 0 MIDDLEBY CORP COM 596278101 343624 2585 SH SOLE 2585 0 0 MKS INC. 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COM 74340W103 580502 5069 SH SOLE 5069 0 0 PTC INC COM 69370C100 1207360 5947 SH SOLE 5947 0 0 PURE STORAGE INC CL A 74624M102 384856 4592 SH SOLE 4592 0 0 Q2 HLDGS INC COM 74736L109 1111187 15350 SH SOLE 15350 0 0 QORVO INC COM 74736K101 330985 3634 SH SOLE 3634 0 0 QUALYS INC COM 74758T303 2626221 19846 SH SOLE 19846 0 0 QXO INC COM NEW 82846H405 258625 13569 SH SOLE 13569 0 0 REGENERON PHARMACEUTICALS COM 75886F107 205229 365 SH SOLE 365 0 0 REGIONS FINANCIAL CORP NEW COM 7591EP100 5529499 209689 SH SOLE 209689 0 0 RELIANCE INC COM 759509102 367326 1308 SH SOLE 1308 0 0 REMITLY GLOBAL INC COM 75960P104 372879 22876 SH SOLE 22876 0 0 REPUBLIC SVCS INC COM 760759100 239118 1042 SH SOLE 1042 0 0 REV GROUP INC COM 749527107 322112 5684 SH SOLE 5684 0 0 REYNOLDS CONSUMER PRODS INC COM 76171L106 1435851 58678 SH SOLE 58678 0 0 RH COM 74967X103 2047853 10080 SH SOLE 10080 0 0 RITHM CAPITAL CORP COM NEW 64828T201 444438 39020 SH SOLE 39020 0 0 RIVIAN AUTOMOTIVE INC COM CL A 76954A103 3031875 206531 SH SOLE 206531 0 0 RLI CORP COM 749607107 215487 3304 SH SOLE 3304 0 0 ROBLOX CORP CL A 771049103 4712312 34019 SH SOLE 34019 0 0 ROPER TECHNOLOGIES INC COM 776696106 1361922 2731 SH SOLE 2731 0 0 ROSS STORES INC COM 778296103 3297720 21640 SH SOLE 21640 0 0 ROYAL CARIBBEAN GROUP COM V7780T103 2464062 7615 SH SOLE 7615 0 0 ROYAL GOLD INC COM 780287108 8698553 43367 SH SOLE 43367 0 0 RUBRIK INC. 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