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3412800 18000 SH SOLE 18000 0 0 DARDEN RESTAURANTS INC COM 237194105 495981 2530 SH SOLE 2530 0 0 DATADOG INC CL A COM 23804L103 632394 5357 SH SOLE 5357 0 0 DAVITA INC COM 23918K108 23976 156 SH SOLE 156 0 0 DECKERS OUTDOOR CORP COM 243537107 259133 2589 SH SOLE 2589 0 0 DEERE & CO COM 244199105 3326850 5906 SH SOLE 5906 0 0 DELL TECHNOLOGIES INC CL C 24703L202 811787 4946 SH SOLE 4946 0 0 DELTA AIR LINES INC COM NEW 247361702 756875 11385 SH SOLE 11385 0 0 DEVON ENERGY CORP NEW COM 25179M103 669860 13312 SH SOLE 13312 0 0 DEXCOM INC COM 252131107 1191693 18976 SH SOLE 18976 0 0 DIAMONDBACK ENERGY INC COM 25278X109 901922 4560 SH SOLE 4560 0 0 DIGITAL RLTY TR INC COM 253868103 917990 5094 SH SOLE 5094 0 0 DISNEY WALT CO COM 254687106 3214177 33349 SH SOLE 33349 0 0 DOLLAR GEN CORP COM 256677105 549957 4632 SH SOLE 4632 0 0 DOLLAR TREE INC COM 256746108 222415 2031 SH SOLE 2031 0 0 DOMINION ENERGY INC COM 25746U109 758593 12271 SH SOLE 12271 0 0 DOMINOS PIZZA INC COM 25754A201 64582 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660251 25076 SH SOLE 25076 0 0 KEYCORP COM 493267108 351817 17547 SH SOLE 17547 0 0 KEYSIGHT TECHNOLOGIES INC COM 49338L103 1935646 6855 SH SOLE 6855 0 0 KIMBERLY-CLARK CORP COM 494368103 593291 6150 SH SOLE 6150 0 0 KIMCO REALTY CORP COM 49446R109 263888 11744 SH SOLE 11744 0 0 KINDER MORGAN INC DEL COM 49456B101 1537820 45864 SH SOLE 45864 0 0 KRAFT HEINZ CO COM 500754106 357186 15882 SH SOLE 15882 0 0 KROGER CO COM 501044101 966151 13352 SH SOLE 13352 0 0 LABCORP HOLDINGS INC COM SHS 504922105 470119 1762 SH SOLE 1762 0 0 LAM RESEARCH CORP COM NEW 512807306 6653159 31139 SH SOLE 31139 0 0 LAS VEGAS SANDS CORP COM 517834107 329476 6115 SH SOLE 6115 0 0 LAUDER ESTEE COS INC CL A 518439104 334807 4665 SH SOLE 4665 0 0 LEIDOS HOLDINGS INC COM 525327102 317727 2043 SH SOLE 2043 0 0 LENNAR CORP CL A 526057104 801186 9226 SH SOLE 9226 0 0 LENNOX INTL INC COM 526107107 137382 296 SH SOLE 296 0 0 ELI LILLY & CO COM 532457108 21784752 23685 SH SOLE 23685 0 0 LIVE NATION ENTERTAINMENT IN COM 538034109 358246 2349 SH SOLE 2349 0 0 LOEWS CORP COM 540424108 234401 2196 SH SOLE 2196 0 0 LOWES COS INC COM 548661107 2181810 9234 SH SOLE 9234 0 0 LULULEMON ATHLETICA INC COM 550021109 306200 2000 SH SOLE 2000 0 0 LUMENTUM HLDGS INC COM 55024U109 815904 1161 SH SOLE 1161 0 0 M & T BK CORP COM 55261F104 407859 1973 SH SOLE 1973 0 0 MGM RESORTS INTERNATIONAL COM 552953101 100889 2726 SH SOLE 2726 0 0 MSCI INC COM 55354G100 1943670 3606 SH SOLE 3606 0 0 MARATHON PETE CORP COM 56585A102 1107845 4537 SH SOLE 4537 0 0 MARSH & MCLENNAN COS INC COM 571748102 1588629 9159 SH SOLE 9159 0 0 MARRIOTT INTL INC NEW CL A 571903202 2029796 6206 SH SOLE 6206 0 0 MARTIN MARIETTA MATLS INC COM 573284106 1339836 2276 SH SOLE 2276 0 0 MASCO CORP COM 574599106 214676 3556 SH SOLE 3556 0 0 MASTERCARD INCORPORATED CL A 57636Q104 7935100 15881 SH SOLE 15881 0 0 MATCH GROUP INC NEW COM 57667L107 61 2 SH SOLE 2 0 0 MCCORMICK & CO INC COM NON VTG 579780206 233638 4632 SH SOLE 4632 0 0 MCDONALDS CORP COM 580135101 4192246 13489 SH SOLE 13489 0 0 MCKESSON CORP COM 58155Q103 2671366 3087 SH SOLE 3087 0 0 MERCK & CO INC COM 58933Y105 13939325 115881 SH SOLE 115881 0 0 METLIFE INC COM 59156R108 571983 8088 SH SOLE 8088 0 0 METTLER TOLEDO INTERNATIONAL COM 592688105 402323 319 SH SOLE 319 0 0 MICROSOFT CORP COM 594918104 15212506 41096 SH SOLE 41096 0 0 MICROCHIP TECHNOLOGY INC. COM 595017104 670523 10378 SH SOLE 10378 0 0 MICRON TECHNOLOGY INC COM 595112103 6451730 19097 SH SOLE 19097 0 0 MID-AMER APT CMNTYS INC COM 59522J103 171823 1407 SH SOLE 1407 0 0 MODERNA INC COM 60770K107 313538 6172 SH SOLE 6172 0 0 MOLINA HEALTHCARE INC COM 60855R100 3466 26 SH SOLE 26 0 0 MOLSON COORS BEVERAGE CO CL B 60871R209 114367 2656 SH SOLE 2656 0 0 MONDELEZ INTL INC CL A 609207105 1247041 21635 SH SOLE 21635 0 0 MONOLITHIC PWR SYS INC COM 609839105 1375434 1258 SH SOLE 1258 0 0 MONSTER BEVERAGE CORP NEW COM 61174X109 1014512 14001 SH SOLE 14001 0 0 MOODYS CORP COM 615369105 2309944 5295 SH SOLE 5295 0 0 MORGAN STANLEY COM NEW 617446448 3610501 21939 SH SOLE 21939 0 0 MOSAIC CO COM 61945C103 147263 5775 SH SOLE 5775 0 0 MOTOROLA SOLUTIONS INC COM NEW 620076307 1313193 3026 SH SOLE 3026 0 0 NRG ENERGY INC COM NEW 629377508 551971 3777 SH SOLE 3777 0 0 NVR INC COM 62944T105 276773 42 SH SOLE 42 0 0 NASDAQ INC COM 631103108 630308 7425 SH SOLE 7425 0 0 NETAPP INC COM 64110D104 377512 3687 SH SOLE 3687 0 0 NETFLIX INC. COM 64110L106 7323842 76171 SH SOLE 76171 0 0 NEWMONT CORP COM 651639106 1870019 17275 SH SOLE 17275 0 0 NEWS CORP NEW CL A 65249B109 587326 23559 SH SOLE 23559 0 0 NEWS CORP NEW CL B 65249B208 411342 14428 SH SOLE 14428 0 0 NIKE INC CL B 654106103 1137267 21531 SH SOLE 21531 0 0 NORDSON CORP COM 655663102 82745 311 SH SOLE 311 0 0 NORFOLK SOUTHN CORP COM 655844108 967764 3372 SH SOLE 3372 0 0 NORTHERN TR CORP COM 665859104 402520 2884 SH SOLE 2884 0 0 GEN DIGITAL INC COM 668771108 184101 9777 SH SOLE 9777 0 0 NUCOR CORP COM 670346105 1101010 6511 SH SOLE 6511 0 0 NVIDIA CORPORATION COM 67066G104 30492445 174842 SH SOLE 174842 0 0 OREILLY AUTOMOTIVE INC COM 67103H107 1245723 13495 SH SOLE 13495 0 0 OCCIDENTAL PETE CORP COM 674599105 841815 12951 SH SOLE 12951 0 0 OLD DOMINION FREIGHT LINE IN COM 679580100 696406 3564 SH SOLE 3564 0 0 OMNICOM GROUP INC COM 681919106 524082 6959 SH SOLE 6959 0 0 ON SEMICONDUCTOR CORP COM 682189105 1617041 26115 SH SOLE 26115 0 0 ONEOK INC NEW COM 682680103 995013 11008 SH SOLE 11008 0 0 ORACLE CORP COM 68389X105 4573503 31089 SH SOLE 31089 0 0 OTIS WORLDWIDE CORP COM 68902V107 413611 5366 SH SOLE 5366 0 0 PG&E CORP COM 69331C108 705506 40154 SH SOLE 40154 0 0 PNC FINL SVCS GROUP INC COM 693475105 1298690 6241 SH SOLE 6241 0 0 PPG INDS INC COM 693506107 444407 4158 SH SOLE 4158 0 0 PTC INC COM 69370C100 511254 3588 SH SOLE 3588 0 0 PACCAR INC COM 693718108 889812 7704 SH SOLE 7704 0 0 PACKAGING CORP AMER COM 695156109 172110 811 SH SOLE 811 0 0 PALO ALTO NETWORKS INC COM 697435105 2032858 12680 SH SOLE 12680 0 0 PARAMOUNT SKYDANCE CORP COM CL B 69932A204 20412 2263 SH SOLE 2263 0 0 PARKER-HANNIFIN CORP COM 701094104 11356119 12685 SH SOLE 12685 0 0 PAYCHEX INC COM 704326107 457652 4968 SH SOLE 4968 0 0 PAYCOM SOFTWARE INC COM 70432V102 1823 15 SH SOLE 15 0 0 PAYPAL HLDGS INC COM 70450Y103 751361 16612 SH SOLE 16612 0 0 PEPSICO INC COM 713448108 4012383 25838 SH SOLE 25838 0 0 REVVITY INC COM 714046109 157786 1801 SH SOLE 1801 0 0 PFIZER INC COM 717081103 2621914 93373 SH SOLE 93373 0 0 PHILIP MORRIS INTL INC COM 718172109 4646881 28105 SH SOLE 28105 0 0 PHILLIPS 66 COM 718546104 1261779 6926 SH SOLE 6926 0 0 PINNACLE WEST CAP CORP COM 723484101 109314 1085 SH SOLE 1085 0 0 POOL CORP COM 73278L105 16793 83 SH SOLE 83 0 0 PRICE T ROWE GROUP INC COM 74144T108 359478 3988 SH SOLE 3988 0 0 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 475871 5281 SH SOLE 5281 0 0 PROCTER & GAMBLE CO COM 742718109 6332105 43839 SH SOLE 43839 0 0 PROGRESSIVE CORP COM 743315103 1809733 9129 SH SOLE 9129 0 0 PROLOGIS INC. COM 74340W103 1920179 14527 SH SOLE 14527 0 0 PRUDENTIAL FINL INC COM 744320102 635278 6503 SH SOLE 6503 0 0 PUBLIC SVC ENTERPRISE GROUP COM 744573106 713817 8818 SH SOLE 8818 0 0 PUBLIC STORAGE OPER CO COM 74460D109 637381 2353 SH SOLE 2353 0 0 PULTE GROUP INC COM 745867101 477497 4060 SH SOLE 4060 0 0 QNITY ELECTRONICS INC COMMON STOCK 74743L100 545171 4725 SH SOLE 4725 0 0 QUALCOMM INC COM 747525103 2460342 19105 SH SOLE 19105 0 0 QUEST DIAGNOSTICS INC COM 74834L100 269081 1373 SH SOLE 1373 0 0 RALPH LAUREN CORP CL A 751212101 117645 342 SH SOLE 342 0 0 RAYMOND JAMES FINL INC COM 754730109 634615 4383 SH SOLE 4383 0 0 REALTY INCOME CORP COM 756109104 885703 14477 SH SOLE 14477 0 0 REGENCY CTRS CORP COM 758849103 154271 2039 SH SOLE 2039 0 0 REGENERON PHARMACEUTICALS COM 75886F107 4141350 5360 SH SOLE 5360 0 0 REGIONS FINANCIAL CORP NEW COM 7591EP100 312003 11945 SH SOLE 11945 0 0 REPUBLIC SVCS INC COM 760759100 656622 2998 SH SOLE 2998 0 0 RESMED INC COM 761152107 472530 2105 SH SOLE 2105 0 0 ROBINHOOD MKTS INC COM CL A 770700102 919126 13263 SH SOLE 13263 0 0 ROCKWELL AUTOMATION INC COM 773903109 7385750 20580 SH SOLE 20580 0 0 ROLLINS INC COM 775711104 221438 4146 SH SOLE 4146 0 0 ROPER TECHNOLOGIES INC COM 776696106 565822 1599 SH SOLE 1599 0 0 ROSS STORES INC COM 778296103 1647038 7603 SH SOLE 7603 0 0 SBA COMMUNICATIONS CORP CL A 78410G104 333721 1939 SH SOLE 1939 0 0 SALESFORCE INC COM 79466L302 3313393 17750 SH SOLE 17750 0 0 SANDISK CORP COM 80004C200 1529899 2408 SH SOLE 2408 0 0 SCHEIN HENRY INC COM 806407102 54317 737 SH SOLE 737 0 0 SCHWAB CHARLES CORP COM 808513105 2692527 28650 SH SOLE 28650 0 0 SEMPRA COM 816851109 1076449 11078 SH SOLE 11078 0 0 SERVICENOW INC COM 81762P102 1964913 18794 SH SOLE 18794 0 0 SHERWIN WILLIAMS CO COM 824348106 1902144 5934 SH SOLE 5934 0 0 SIMON PPTY GROUP INC NEW COM 828806109 1832284 9823 SH SOLE 9823 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 130234 2432 SH SOLE 2432 0 0 SMITH A O CORP COM 831865209 73853 1120 SH SOLE 1120 0 0 SMUCKER J M CO COM NEW 832696405 183043 1898 SH SOLE 1898 0 0 SNAP ON INC COM 833034101 169624 467 SH SOLE 467 0 0 SOLVENTUM CORP COM SHS 83444M101 72287 1107 SH SOLE 1107 0 0 SOUTHERN CO COM 842587107 1763613 18272 SH SOLE 18272 0 0 SOUTHWEST AIRLS CO COM 844741108 349814 9311 SH SOLE 9311 0 0 BLOCK INC CL A 852234103 620697 10314 SH SOLE 10314 0 0 STANLEY BLACK & DECKER INC COM 854502101 197476 2779 SH SOLE 2779 0 0 STARBUCKS CORP COM 855244109 1628746 18180 SH SOLE 18180 0 0 STATE STR CORP COM 857477103 489408 3867 SH SOLE 3867 0 0 STEEL DYNAMICS INC COM 858119100 370440 2058 SH SOLE 2058 0 0 STRYKER CORPORATION COM 863667101 1827946 5563 SH SOLE 5563 0 0 SUPER MICRO COMPUTER INC COM NEW 86800U302 219685 9648 SH SOLE 9648 0 0 SYNOPSYS INC COM 871607107 2410598 6080 SH SOLE 6080 0 0 SYNCHRONY FINANCIAL COM 87165B103 436348 6415 SH SOLE 6415 0 0 SYSCO CORP COM 871829107 659089 9240 SH SOLE 9240 0 0 TJX COS INC NEW COM 872540109 3073107 19243 SH SOLE 19243 0 0 TKO GROUP HOLDINGS INC CL A 87256C101 93969 466 SH SOLE 466 0 0 T-MOBILE US INC COM 872590104 1570394 7477 SH SOLE 7477 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 496910 2516 SH SOLE 2516 0 0 TAPESTRY INC COM 876030107 817168 5791 SH SOLE 5791 0 0 TARGET CORP COM 87612E106 992386 8188 SH SOLE 8188 0 0 TARGA RES CORP COM 87612G101 769240 3068 SH SOLE 3068 0 0 TELEDYNE TECHNOLOGIES INC COM 879360105 471303 779 SH SOLE 779 0 0 TERADYNE INC COM 880770102 622270 2099 SH SOLE 2099 0 0 TESLA INC COM 88160R101 11431684 30751 SH SOLE 30751 0 0 TEXAS INSTRS INC COM 882508104 2968983 15293 SH SOLE 15293 0 0 TEXAS PACIFIC LAND CORPORATI COM 88262P102 324599 684 SH SOLE 684 0 0 TEXTRON INC COM 883203101 303921 3471 SH SOLE 3471 0 0 THE TRADE DESK INC COM CL A 88339J105 173238 7635 SH SOLE 7635 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 6763944 13761 SH SOLE 13761 0 0 3M CO COM 88579Y101 1267422 8727 SH SOLE 8727 0 0 TRACTOR SUPPLY CO COM 892356106 428312 9455 SH SOLE 9455 0 0 TRANSDIGM GROUP INC COM 893641100 982798 848 SH SOLE 848 0 0 TRAVELERS COMPANIES INC COM 89417E109 986170 3381 SH SOLE 3381 0 0 TRIMBLE INC COM 896239100 273053 4186 SH SOLE 4186 0 0 TRUIST FINL CORP COM 89832Q109 1036853 22555 SH SOLE 22555 0 0 TYLER TECHNOLOGIES INC COM 902252105 176326 515 SH SOLE 515 0 0 TYSON FOODS INC CL A 902494103 317979 4963 SH SOLE 4963 0 0 UDR INC COM 902653104 182716 5409 SH SOLE 5409 0 0 US BANCORP COM NEW 902973304 1388979 26706 SH SOLE 26706 0 0 UBER TECHNOLOGIES INC COM 90353T100 2714566 37739 SH SOLE 37739 0 0 ULTA BEAUTY INC COM 90384S303 499188 955 SH SOLE 955 0 0 UNION PAC CORP COM 907818108 2414312 9951 SH SOLE 9951 0 0 UNITED AIRLS HLDGS INC COM 910047109 552512 6001 SH SOLE 6001 0 0 UNITED PARCEL SVCS INC CL B 911312106 1285040 13062 SH SOLE 13062 0 0 UNITED RENTALS INC COM 911363109 706703 970 SH SOLE 970 0 0 UNITEDHEALTH GROUP INC COM 91324P102 6490372 23986 SH SOLE 23986 0 0 UNIVERSAL HLTH SVCS INC CL B 913903100 77315 432 SH SOLE 432 0 0 VALERO ENERGY CORP COM 91913Y100 1405885 5690 SH SOLE 5690 0 0 VENTAS INC COM 92276F100 678692 8299 SH SOLE 8299 0 0 VERALTO CORP COM SHS 92338C103 393381 4449 SH SOLE 4449 0 0 VERISIGN INC COM 92343E102 254072 1023 SH SOLE 1023 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 3733725 74377 SH SOLE 74377 0 0 VERISK ANALYTICS INC COM 92345Y106 981956 5175 SH SOLE 5175 0 0 VERTEX PHARMACEUTICALS INC COM 92532F100 4304646 9640 SH SOLE 9640 0 0 VIATRIS INC COM 92556V106 284750 21077 SH SOLE 21077 0 0 VICI PPTYS INC COM 925652109 412805 15110 SH SOLE 15110 0 0 VISA INC COM CL A 92826C839 10348093 34238 SH SOLE 34238 0 0 VISTRA CORP COM 92840M102 829822 5520 SH SOLE 5520 0 0 VULCAN MATLS CO COM 929160109 493408 1812 SH SOLE 1812 0 0 WEC ENERGY GROUP INC COM 92939U106 604551 5222 SH SOLE 5222 0 0 WABTEC COM 929740108 1951297 7808 SH SOLE 7808 0 0 WALMART INC COM 931142103 8728309 70231 SH SOLE 70231 0 0 WARNER BROS DISCOVERY INC COM SER A 934423104 1128688 41103 SH SOLE 41103 0 0 WASTE MGMT INC DEL COM 94106L109 1330714 5791 SH SOLE 5791 0 0 WATERS CORP COM 941848103 1275775 4284 SH SOLE 4284 0 0 WELLS FARGO & CO COM 949746101 5068211 63663 SH SOLE 63663 0 0 WELLTOWER INC COM 95040Q104 2023562 10235 SH SOLE 10235 0 0 WEST PHARMACEUTICAL SVSC INC COM 955306105 820345 3273 SH SOLE 3273 0 0 WESTERN DIGITAL CORP COM 958102105 1664325 6153 SH SOLE 6153 0 0 WEYERHAEUSER CO COM NEW 962166104 309943 12687 SH SOLE 12687 0 0 WILLIAMS SONOMA INC COM 969904101 304491 1670 SH SOLE 1670 0 0 WORKDAY INC CL A 98138H101 434972 3348 SH SOLE 3348 0 0 WYNN RESORTS LTD COM 983134107 72507 714 SH SOLE 714 0 0 XYLEM INC COM 98419M100 403074 3373 SH SOLE 3373 0 0 YUM BRANDS INC COM 988498101 667942 4296 SH SOLE 4296 0 0 ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 188799 903 SH SOLE 903 0 0 ZIMMER BIOMET HOLDINGS INC COM 98956P102 271260 3000 SH SOLE 3000 0 0 ZOETIS INC CL A 98978V103 892840 7553 SH SOLE 7553 0 0 ROCKET COS INC COM CL A 77311W101 345392 24238 SH SOLE 24238 0 0 US FOODS HLDG CORP COM 912008109 963041 10444 SH SOLE 10444 0 0 ALLOGENE THERAPEUTICS INC COM 019770106 534536 219072 SH SOLE 219072 0 0 ANAPTYSBIO INC COM 032724106 1723087 31069 SH SOLE 31069 0 0 ARCUS BIOSCIENCES INC COM 03969F109 1624601 75213 SH SOLE 75213 0 0 ARVINAS INC COM 04335A105 885959 83581 SH SOLE 83581 0 0 BRIDGEBIO ONCOLOGY THERAPEUT COM NEW 107924102 735439 82172 SH SOLE 82172 0 0 BRIDGEBIO PHARMA INC COM 10806X102 8337393 112273 SH SOLE 112273 0 0 CELCUITY INC COM 15102K100 5219052 45725 SH SOLE 45725 0 0 CG ONCOLOGY INC COM 156944100 4274872 63163 SH SOLE 63163 0 0 COGENT BIOSCIENCES INC COM 19240Q201 6799913 176667 SH SOLE 176667 0 0 COMPASS THERAPEUTICS INC COM 20454B104 731480 138276 SH SOLE 138276 0 0 CORVUS PHARMACEUTICALS INC COM 221015100 1576748 107775 SH SOLE 107775 0 0 CULLINAN THERAPEUTICS INC COM 230031106 887002 62421 SH SOLE 62421 0 0 CYTOMX THERAPEUTICS INC. COM 23284F105 1069274 227505 SH SOLE 227505 0 0 ENLIVEN THERAPEUTICS INC COM 29337E102 1687795 43056 SH SOLE 43056 0 0 ERASCA INC COM 29479A108 3670870 226877 SH SOLE 226877 0 0 EXELIXIS INC COM 30161Q104 4128506 96258 SH SOLE 96258 0 0 GUARDANT HEALTH INC COM 40131M109 1272120 13772 SH SOLE 13772 0 0 HALOZYME THERAPEUTICS INC COM 40637H109 2093236 32388 SH SOLE 32388 0 0 IDEAYA BIOSCIENCES INC COM 45166A102 3742136 112309 SH SOLE 112309 0 0 IMMUNOME INC COM 45257U108 6033846 275896 SH SOLE 275896 0 0 IOVANCE BIOTHERAPEUTICS INC COM 462260100 646244 184115 SH SOLE 184115 0 0 JANUX THERAPEUTICS INC COM 47103J105 711527 51189 SH SOLE 51189 0 0 NATERA INC COM 632307104 994750 4974 SH SOLE 4974 0 0 NUVALENT INC COM 670703107 5472367 53415 SH SOLE 53415 0 0 NUVATION BIO INC COM CL A 67080N101 1684915 392754 SH SOLE 392754 0 0 OLEMA PHARMACEUTICALS INC COM 68062P106 1181513 79243 SH SOLE 79243 0 0 ORIC PHARMACEUTICALS INC COM 68622P109 725066 57227 SH SOLE 57227 0 0 RELAY THERAPEUTICS INC COM 75943R102 1533295 154100 SH SOLE 154100 0 0 REPLIMUNE GROUP INC COM 76029N106 817670 106885 SH SOLE 106885 0 0 REVOLUTION MEDICINES INC COM 76155X100 9547811 98178 SH SOLE 98178 0 0 SELLAS LIFE SCIENCES GROUP I COM NEW 81642T209 380730 90007 SH SOLE 90007 0 0 SUMMIT THERAPEUTICS INC COM 86627T108 2266308 119531 SH SOLE 119531 0 0 SYNDAX PHARMACEUTICALS INC COM 87164F105 1363009 58348 SH SOLE 58348 0 0 ZYMEWORKS INC COM 98985Y108 2627472 104931 SH SOLE 104931 0 0 API GROUP CORP COM STK 00187Y100 8363693 206409 SH SOLE 206409 0 0 ATI INC COM 01741R102 11820225 81261 SH SOLE 81261 0 0 APPLIED INDL TECHNOLOGIES IN COM 03820C105 11705918 44120 SH SOLE 44120 0 0 ATMUS FILTRATION TECHNOLOGIE COM 04956D107 5788099 101957 SH SOLE 101957 0 0 COGNEX CORP COM 192422103 15122723 308690 SH SOLE 308690 0 0 SPX TECHNOLOGIES INC COM 78473E103 9312206 46575 SH SOLE 46575 0 0 SOLSTICE ADVANCED MATLS INC COM SHS 83443Q103 5855562 76885 SH SOLE 76885 0 0 TEREX CORP NEW COM 880779103 11759068 198969 SH SOLE 198969 0 0 TIMKEN CO COM 887389104 16454761 163615 SH SOLE 163615 0 0 ALNYLAM PHARMACEUTICALS INC COM 02043Q107 652476 1972 SH SOLE 1972 0 0 ARROWHEAD PHARMACEUTICALS IN COM 04280A100 562419 8970 SH SOLE 8970 0 0 CYTOKINETICS INC COM NEW 23282W605 537957 8162 SH SOLE 8162 0 0 INSMED INC COM PAR $.01 457669307 722268 4417 SH SOLE 4417 0 0 INTELLIA THERAPEUTICS INC COM 45826J105 180454 14076 SH SOLE 14076 0 0 IONIS PHARMACEUTICALS INC COM 462222100 425986 5673 SH SOLE 5673 0 0 MBX BIOSCIENCES INC COM 55287L101 264978 8877 SH SOLE 8877 0 0 MADRIGAL PHARMACEUTICALS INC COM 558868105 811902 1551 SH SOLE 1551 0 0 SCHOLAR ROCK HLDG CORP COM 80706P103 480441 9773 SH SOLE 9773 0 0 STOKE THERAPEUTICS INC COM 86150R107 278062 8540 SH SOLE 8540 0 0 VIKING THERAPEUTICS INC COM 92686J106 451232 13867 SH SOLE 13867 0 0 AST SPACEMOBILE INC COM CL A 00217D100 75909 916 SH SOLE 916 0 0 BLACKSKY TECHNOLOGY INC CL A NEW 09263B207 32909 1308 SH SOLE 1308 0 0 CPS TECHNOLOGIES CORP COM 12619F104 10188 2724 SH SOLE 2724 0 0 FIREFLY AEROSPACE INC COM 31816X106 48627 1708 SH SOLE 1708 0 0 INTUITIVE MACHINES INC CLASS A COM 46125A100 41203 2220 SH SOLE 2220 0 0 KVH INDS INC COM 482738101 10537 1176 SH SOLE 1176 0 0 KARMAN HLDGS INC COMMON STOCK 485924104 13448 168 SH SOLE 168 0 0 LIGHTPATH TECHNOLOGIES INC COM CL A 532257805 15406 1536 SH SOLE 1536 0 0 NEXTNAV INC COMMON STOCK 65345N106 8779 548 SH SOLE 548 0 0 NLIGHT INC COM 65487K100 26685 468 SH SOLE 468 0 0 PLANET LABS PBC COM CL A 72703X106 58583 2096 SH SOLE 2096 0 0 REDWIRE CORPORATION COM 75776W103 10234 1204 SH SOLE 1204 0 0 VELO3D INC COM NEW 92259N302 5146 548 SH SOLE 548 0 0 VIASAT INC COM 92552V100 19236 420 SH SOLE 420 0 0 VISHAY PRECISION GROUP INC COM 92835K103 10594 244 SH SOLE 244 0 0 VOYAGER TECHNOLOGIES INC COM CL A 92892B103 25168 1076 SH SOLE 1076 0 0 YORK SPACE SYSTEMS INC COM 987084100 25717 1160 SH SOLE 1160 0 0