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
Expires: July 31, 2015
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
METLIFE INC COM 59156R108 21,633 269 SH SOLE 269 0 0
CORPAY INC COM 219948106 23,891 72 SH SOLE 72 0 0
DEX COM 252131107 26,187 300 SH SOLE 300 0 0
ROGERS COM 775109200 28,273 700 SH SOLE 700 0 0
ULTA BEAUTY INC COM 90384S303 30,408 65 SH SOLE 65 0 0
APOLLO GLOBAL MGMT INC COM 03769M106 30,786 217 SH SOLE 217 0 0
U HAUL HOLDING COM 023586506 38,059 700 SH SOLE 700 0 0
BOSTON SCIENTIFIC CORP COM 101137107 40,601 378 SH SOLE 378 0 0
HYATT HOTELS CORP COM 448579102 41,895 300 SH SOLE 300 0 0
XYLEM INC COM 98419M100 51,744 400 SH SOLE 400 0 0
HOWMET AEROSPACE INC COM 443201108 55,839 300 SH SOLE 300 0 0
GLOBAL PMTS INC COM 37940X102 56,028 700 SH SOLE 700 0 0
FORTIVE CORP COM 34959J108 57,343 1,100 SH SOLE 1,100 0 0
BENTLEY SYS INC COM 08265T208 59,367 1,100 SH SOLE 1,100 0 0
HEICO CORP NEW COM 422806109 65,600 200 SH SOLE 200 0 0
ENTEGRIS INC COM 29362U104 72,585 900 SH SOLE 900 0 0
NUTRIEN LTD COM 67077M108 79,350 1,000 SH SOLE 1,000 0 0
AON PLC SHS CL A G0403H108 80,985 227 SH SOLE 227 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 93,852 1,200 SH SOLE 1,200 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 108,396 1,200 SH SOLE 1,200 0 0
GLOBALFOUNDRIES INC ORD G39387108 118,114 3,092 SH SOLE 3,092 0 0
ARCH CAP GROUP LTD ORD G0450A105 154,785 1,700 SH SOLE 1,700 0 0
LEAR CORP COM 521865204 170,299 1,793 SH SOLE 1,793 0 0
FABRINET SHS G3323L100 171,798 583 SH SOLE 583 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 190,731 238 SH SOLE 238 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103 200,758 655 SH SOLE 655 0 0
COOPER COS INC COM 216648501 241,944 3,400 SH SOLE 3,400 0 0
CLARIVATE PLC ORD SHS G21810109 242,584 56,415 SH SOLE 56,415 0 0
IDEX CORP COM 45167R104 263,355 1,500 SH SOLE 1,500 0 0
SOUTHERN COPPER CORP COM 84265V105 274,778 2,716 SH SOLE 2,716 0 0
BECTON DICKINSON & CO COM 075887109 275,600 1,600 SH SOLE 1,600 0 0
EPLUS INC COM 294268107 331,660 4,600 SH SOLE 4,600 0 0
BELDEN INC COM 077454106 382,140 3,300 SH SOLE 3,300 0 0
EQUITABLE HLDGS INC COM 29452E101 403,920 7,200 SH SOLE 7,200 0 0
AVANTOR INC COM 05352A100 428,822 31,859 SH SOLE 31,859 0 0
GILDAN ACTIVEWEAR INC COM 375916103 442,860 6,600 SH SOLE 6,600 0 0
AES CORP COM 00130H105 459,240 43,654 SH SOLE 43,654 0 0
MKS INC. COM 55306N104 463,713 4,667 SH SOLE 4,667 0 0
THE CIGNA GROUP COM 125523100 495,870 1,500 SH SOLE 1,500 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 512,310 1,000 SH SOLE 1,000 0 0
AERCAP HOLDINGS NV SHS N00985106 549,900 4,700 SH SOLE 4,700 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 574,410 3,797 SH SOLE 3,797 0 0
GE VERNOVA INC COM 36828A101 595,294 1,125 SH SOLE 1,125 0 0
PRUDENTIAL FINL INC COM 744320102 599,408 5,579 SH SOLE 5,579 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 612,582 2,300 SH SOLE 2,300 0 0
SUN CMNTYS INC COM 866674104 636,877 5,035 SH SOLE 5,035 0 0
FACTSET RESH SYS INC COM 303075105 643,636 1,439 SH SOLE 1,439 0 0
TRIMBLE INC COM 896239100 698,256 9,190 SH SOLE 9,190 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104 709,308 7,650 SH SOLE 7,650 0 0
PAY COM 70432V102 740,480 3,200 SH SOLE 3,200 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 865,947 17,676 SH SOLE 17,676 0 0
XCEL ENERGY INC COM 98389B100 919,078 13,496 SH SOLE 13,496 0 0
ONTO INNOVATION INC COM 683344105 932,896 9,243 SH SOLE 9,243 0 0
S&P GLOBAL INC COM 78409V104 955,449 1,812 SH SOLE 1,812 0 0
SANDISK CORP COM 80004C200 1,001,101 22,075 SH SOLE 22,075 0 0
KULICKE & SOFFA INDS INC COM 501242101 1,006,825 29,099 SH SOLE 29,099 0 0
IDACORP INC COM 451107106 1,033,855 8,955 SH SOLE 8,955 0 0
OKTA INC CL A 679295105 1,034,590 10,349 SH SOLE 10,349 0 0
TD SYNNEX CORPORATION COM 87162W100 1,044,890 7,700 SH SOLE 7,700 0 0
PORTLAND GEN ELEC CO COM 736508847 1,056,258 25,997 SH SOLE 25,997 0 0
SBA COM 78410G104 1,056,780 4,500 SH SOLE 4,500 0 0
ANNALY CAPITAL MANAGEMENT IN COM 035710839 1,056,912 56,159 SH SOLE 56,159 0 0
VIAVI SOLUTIONS INC COM 925550105 1,074,590 106,712 SH SOLE 106,712 0 0
NEXTERA ENERGY INC COM 65339F101 1,079,689 15,553 SH SOLE 15,553 0 0
VEECO INSTRS INC DEL COM 922417100 1,118,392 55,039 SH SOLE 55,039 0 0
DESCARTES SYS GROUP INC COM 249906108 1,120,473 8,100 SH SOLE 8,100 0 0
AMEREN CORP COM 023608102 1,129,911 11,765 SH SOLE 11,765 0 0
ULTRA CLEAN HLDGS INC COM 90385V107 1,130,870 50,105 SH SOLE 50,105 0 0
STERIS PLC SHS G8473T100 1,153,056 4,800 SH SOLE 4,800 0 0
OGE ENERGY CORP COM 670837103 1,159,516 26,127 SH SOLE 26,127 0 0
AMCOR PLC ORD G0250X107 1,171,725 127,500 SH SOLE 127,500 0 0
SOUTHERN CO COM 842587107 1,173,496 12,779 SH SOLE 12,779 0 0
DOMINION ENERGY INC COM 25746U109 1,180,251 20,882 SH SOLE 20,882 0 0
QIAGEN NV COM N72482206 1,214,489 29,705 SH SOLE 29,705 0 0
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109 1,217,260 242,000 SH SOLE 242,000 0 0
PTC INC COM 69370C100 1,240,848 7,200 SH SOLE 7,200 0 0
LITTELFUSE INC COM 537008104 1,247,015 5,500 SH SOLE 5,500 0 0
WARNER BROS DISCOVERY INC COM 934423104 1,249,140 109,000 SH SOLE 109,000 0 0
AXCELIS TECHNOLOGIES INC COM 054540208 1,253,723 17,990 SH SOLE 17,990 0 0
FORMFACTOR INC COM 346375108 1,288,895 37,457 SH SOLE 37,457 0 0
DIGITALBRIDGE GROUP INC CL A 25401T603 1,301,005 125,701 SH SOLE 125,701 0 0
INTEL CORP COM 458140100 1,303,926 58,211 SH SOLE 58,211 0 0
ADVANCED ENERGY INDS COM 007973100 1,329,638 10,035 SH SOLE 10,035 0 0
PURE STORAGE INC CL A 74624M102 1,363,322 23,677 SH SOLE 23,677 0 0
DIGITAL RLTY TR INC COM 253868103 1,365,353 7,832 SH SOLE 7,832 0 0
SUPER MICRO COM 86800U302 1,381,690 28,192 SH SOLE 28,192 0 0
COHERENT CORP COM 19247G107 1,390,516 15,587 SH SOLE 15,587 0 0
NEWMONT CORP COM 651639106 1,404,066 24,100 SH SOLE 24,100 0 0
PPL CORP COM 69351T106 1,409,451 41,589 SH SOLE 41,589 0 0
ROBERT HALF INC. COM 770323103 1,448,901 35,296 SH SOLE 35,296 0 0
DEUTSCHE BANK A G NAMEN AKT D18190898 1,493,210 59,325 SH SOLE 59,325 0 0
TYLER TECHNOLOGIES INC COM 902252105 1,493,364 2,519 SH SOLE 2,519 0 0
SANMINA CORPORATION COM 801056102 1,503,941 15,373 SH SOLE 15,373 0 0
BROOKFIELD ASSET MANAGMT LTD CL A 113004105 1,507,325 19,999 SH SOLE 19,999 0 0
FIRSTENERGY CORP COM 337932107 1,510,153 37,510 SH SOLE 37,510 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 1,514,557 4,915 SH SOLE 4,915 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 1,525,410 6,735 SH SOLE 6,735 0 0
PROLOGIS INC. COM 74340W103 1,526,027 14,517 SH SOLE 14,517 0 0
NVENT ELECTRIC PLC SHS G6700G107 1,541,912 21,050 SH SOLE 21,050 0 0
REGENERON PHARMACEUTICALS COM 75886F107 1,575,000 3,000 SH SOLE 3,000 0 0
LUMENTUM HLDGS INC COM 55024U109 1,587,407 16,699 SH SOLE 16,699 0 0
UNITED AIRLS HLDGS INC COM 910047109 1,648,341 20,700 SH SOLE 20,700 0 0
ZOOMINFO TECHNOLOGIES INC COM 98980F104 1,655,055 163,543 SH SOLE 163,543 0 0
MCDONALDS CORP COM 580135101 1,665,369 5,700 SH SOLE 5,700 0 0
PRINCIPAL FINANCIAL GROUP IN COM 74251V102 1,683,916 21,200 SH SOLE 21,200 0 0
ADVANCED MICRO DEVICES INC COM 007903107 1,689,036 11,903 SH SOLE 11,903 0 0
CARMAX INC COM 143130102 1,761,776 26,213 SH SOLE 26,213 0 0
KOHLS CORP COM 500255104 1,770,717 208,811 SH SOLE 208,811 0 0
ELASTIC N V ORD SHS N14506104 1,844,634 21,874 SH SOLE 21,874 0 0
DXC TECHNOLOGY CO COM 23355L106 1,853,408 121,217 SH SOLE 121,217 0 0
MICRON TECHNOLOGY INC COM 595112103 1,926,398 15,630 SH SOLE 15,630 0 0
CSX CORP COM 126408103 1,951,274 59,800 SH SOLE 59,800 0 0
DAYFORCE INC COM 15677J108 1,970,665 35,578 SH SOLE 35,578 0 0
BANK AMERICA CORP COM 060505104 1,987,440 42,000 SH SOLE 42,000 0 0
DRAFTKINGS INC NEW COM 26142V105 2,015,830 47,000 SH SOLE 47,000 0 0
CATERPILLAR INC COM 149123101 2,018,692 5,200 SH SOLE 5,200 0 0
SCIENCE APPLICATIONS INTL CO COM 808625107 2,026,755 17,998 SH SOLE 17,998 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 2,044,884 37,200 SH SOLE 37,200 0 0
FIRST AMERN FINL CORP COM 31847R102 2,063,563 33,614 SH SOLE 33,614 0 0
KEMPER CORP COM 488401100 2,099,034 32,523 SH SOLE 32,523 0 0
CROWN HLDGS INC COM 228368106 2,152,282 20,900 SH SOLE 20,900 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 2,174,875 189,449 SH SOLE 189,449 0 0
BLOCK H & R INC COM 093671105 2,185,006 39,807 SH SOLE 39,807 0 0
JONES LANG LASALLE INC COM 48020Q107 2,210,195 8,641 SH SOLE 8,641 0 0
BILL HOLDINGS INC COM 090043100 2,213,171 47,842 SH SOLE 47,842 0 0
STATE STR CORP COM 857477103 2,222,506 20,900 SH SOLE 20,900 0 0
VOYA FINANCIAL INC COM 929089100 2,235,506 31,486 SH SOLE 31,486 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 2,250,021 6,900 SH SOLE 6,900 0 0
UBS GROUP AG SHS H42097107 2,332,110 86,857 SH SOLE 86,857 0 0
LAS VEGAS SANDS CORP COM 517834107 2,353,847 54,099 SH SOLE 54,099 0 0
SYSCO CORP COM 871829107 2,355,514 31,100 SH SOLE 31,100 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 2,364,870 17,000 SH SOLE 17,000 0 0
COINBASE GLOBAL INC COM 19260Q107 2,383,332 6,800 SH SOLE 6,800 0 0
NEW YORK TIMES CO CL A 650111107 2,438,209 43,555 SH SOLE 43,555 0 0
PPG INDS INC COM 693506107 2,443,805 21,484 SH SOLE 21,484 0 0
CREDO TECHNOLOGY GROUP HOLDI ORD G25457105 2,458,727 26,555 SH SOLE 26,555 0 0
ALAMOS GOLD INC NEW COM 011532108 2,473,826 68,300 SH SOLE 68,300 0 0
WELLTOWER INC COM 95040Q104 2,512,717 16,345 SH SOLE 16,345 0 0
CORNING INC COM 219350105 2,521,059 47,938 SH SOLE 47,938 0 0
IDEXX LABS INC COM 45168D104 2,533,134 4,723 SH SOLE 4,723 0 0
TETRA TECH INC NEW COM 88162G103 2,603,792 72,408 SH SOLE 72,408 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 2,610,648 8,337 SH SOLE 8,337 0 0
EN COM 29261A100 2,685,106 21,896 SH SOLE 21,896 0 0
CARLYLE GROUP INC COM 14316J108 2,775,600 54,000 SH SOLE 54,000 0 0
BIOGEN INC COM 09062X103 2,813,216 22,400 SH SOLE 22,400 0 0
HENRY JACK & ASSOC INC COM 426281101 2,823,264 15,670 SH SOLE 15,670 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 2,831,495 78,500 SH SOLE 78,500 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 2,843,165 6,500 SH SOLE 6,500 0 0
TYSON FOODS INC CL A 902494103 2,852,940 51,000 SH SOLE 51,000 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 2,893,445 12,289 SH SOLE 12,289 0 0
COUPANG INC CL A 22266T109 2,894,765 96,621 SH SOLE 96,621 0 0
SOLVENTUM CORP COM 83444M101 2,898,226 38,215 SH SOLE 38,215 0 0
SAMSARA INC COM 79589L106 2,919,852 73,400 SH SOLE 73,400 0 0
TENET HEALTHCARE CORP COM 88033G407 2,956,624 16,799 SH SOLE 16,799 0 0
IQVIA HLDGS INC COM 46266C105 3,053,306 19,375 SH SOLE 19,375 0 0
EATON CORP PLC SHS G29183103 3,070,114 8,600 SH SOLE 8,600 0 0
FERGUSON ENTERPRISES INC COM 31488V107 3,070,275 14,100 SH SOLE 14,100 0 0
CDW CORP COM 12514G108 3,107,466 17,400 SH SOLE 17,400 0 0
VISTRA CORP COM 92840M102 3,114,139 16,068 SH SOLE 16,068 0 0
INTERDIGITAL INC COM 45867G101 3,160,073 14,093 SH SOLE 14,093 0 0
AMGEN INC COM 031162100 3,238,836 11,600 SH SOLE 11,600 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 3,443,906 27,400 SH SOLE 27,400 0 0
BANK NEW YORK MELLON CORP COM 064058100 3,460,267 37,979 SH SOLE 37,979 0 0
DIGITALOCEAN HLDGS INC COM 25402D102 3,504,169 122,695 SH SOLE 122,695 0 0
CORTEVA INC COM 22052L104 3,532,722 47,400 SH SOLE 47,400 0 0
WATERS CORP COM 941848103 3,541,011 10,145 SH SOLE 10,145 0 0
CF INDS HLDGS INC COM 125269100 3,542,000 38,500 SH SOLE 38,500 0 0
INTERNATIONAL PAPER CO COM 460146103 3,573,504 76,308 SH SOLE 76,308 0 0
COREBRIDGE FINL INC COM 21871X109 3,581,950 100,900 SH SOLE 100,900 0 0
NATERA INC COM 632307104 3,632,210 21,500 SH SOLE 21,500 0 0
MARVELL TECHNOLOGY INC COM 573874104 3,664,426 47,344 SH SOLE 47,344 0 0
DUPONT DE NEMOURS INC COM 26614N102 3,724,437 54,300 SH SOLE 54,300 0 0
JABIL INC COM 466313103 3,924,491 17,994 SH SOLE 17,994 0 0
INVITATION HOMES INC COM 46187W107 3,958,960 120,700 SH SOLE 120,700 0 0
BRAZE INC COM 10576N102 3,996,213 142,214 SH SOLE 142,214 0 0
GITLAB INC CLASS A COM 37637K108 4,150,030 91,998 SH SOLE 91,998 0 0
GENERAL MTRS CO COM 37045V100 4,192,692 85,200 SH SOLE 85,200 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 4,222,480 75,200 SH SOLE 75,200 0 0
GENPACT LIMITED SHS G3922B107 4,237,283 96,280 SH SOLE 96,280 0 0
NORFOLK SOUTHN CORP COM 655844108 4,249,102 16,600 SH SOLE 16,600 0 0
EVERGY INC COM 30034W106 4,263,665 61,855 SH SOLE 61,855 0 0
SCHWAB CHARLES CORP COM 808513105 4,270,306 46,803 SH SOLE 46,803 0 0
NORTHERN TR CORP COM 665859104 4,361,576 34,400 SH SOLE 34,400 0 0
GE HEALTHCARE TECHNOLOGIES I COM 36266G107 4,370,130 59,000 SH SOLE 59,000 0 0
RB GLOBAL INC COM 74935Q107 4,383,501 30,300 SH SOLE 30,300 0 0
HUNTINGTON BANCSHARES INC COM 446150104 4,540,284 270,900 SH SOLE 270,900 0 0
CHURCH & DWIGHT CO INC COM 171340102 4,594,058 47,800 SH SOLE 47,800 0 0
CONFLUENT INC CLASS A COM 20717M103 4,671,583 187,388 SH SOLE 187,388 0 0
MARSH & MCLENNAN COS INC COM 571748102 4,724,810 21,610 SH SOLE 21,610 0 0
ROBINHOOD MKTS INC COM 770700102 4,821,945 51,500 SH SOLE 51,500 0 0
GALLAGHER ARTHUR J & CO COM 363576109 4,833,812 15,100 SH SOLE 15,100 0 0
FIRST CTZNS BANCSHARES INC N CL A 31946M103 4,891,175 2,500 SH SOLE 2,500 0 0
ALLSTATE CORP COM 020002101 4,891,833 24,300 SH SOLE 24,300 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 4,945,950 30,184 SH SOLE 30,184 0 0
BLACKLINE INC COM 09239B109 5,067,490 89,500 SH SOLE 89,500 0 0
SENTINELONE INC CL A 81730H109 5,203,018 284,629 SH SOLE 284,629 0 0
ANSYS INC COM 03662Q105 5,408,788 15,400 SH SOLE 15,400 0 0
ROCKWELL AUTOMATION INC COM 773903109 5,447,588 16,400 SH SOLE 16,400 0 0
MEDTRONIC PLC SHS G5960L103 5,459,370 62,629 SH SOLE 62,629 0 0
COMMVAULT SYS INC COM 204166102 5,482,156 31,447 SH SOLE 31,447 0 0
WHEATON PRECIOUS METALS CORP COM 962879102 5,559,684 45,400 SH SOLE 45,400 0 0
EQUINIX INC COM 29444U700 5,629,541 7,077 SH SOLE 7,077 0 0
BXP INC COM 101121101 5,653,244 83,789 SH SOLE 83,789 0 0
CMS ENERGY CORP COM 125896100 5,762,225 83,173 SH SOLE 83,173 0 0
PAN AMERN SILVER CORP COM 697900108 5,780,544 149,600 SH SOLE 149,600 0 0
HARTFORD INSURANCE GROUP INC COM 416515104 5,823,333 45,900 SH SOLE 45,900 0 0
THE TRADE DESK INC COM 88339J105 5,846,308 81,210 SH SOLE 81,210 0 0
MORGAN STANLEY COM 617446448 5,959,927 42,311 SH SOLE 42,311 0 0
PEPSICO INC COM 713448108 6,096,155 46,169 SH SOLE 46,169 0 0
PALO ALTO NETWORKS INC COM 697435105 6,103,388 29,825 SH SOLE 29,825 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 6,206,430 88,600 SH SOLE 88,600 0 0
INTERACTIVE BROKERS GROUP IN COM 45841N107 6,217,445 112,208 SH SOLE 112,208 0 0
INFORMATICA INC COM 45674M101 6,351,186 260,829 SH SOLE 260,829 0 0
EXTRA SPACE STORAGE INC COM 30225T102 6,369,408 43,200 SH SOLE 43,200 0 0
TRANSUNION COM 89400J107 6,406,400 72,800 SH SOLE 72,800 0 0
GRACO INC COM 384109104 6,533,720 76,000 SH SOLE 76,000 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 6,537,232 21,200 SH SOLE 21,200 0 0
NASDAQ INC COM 631103108 6,974,760 78,000 SH SOLE 78,000 0 0
FIFTH THIRD BANCORP COM 316773100 7,025,004 170,800 SH SOLE 170,800 0 0
AFLAC INC COM 001055102 7,255,648 68,800 SH SOLE 68,800 0 0
MCCORMICK & CO INC COM 579780206 7,301,466 96,300 SH SOLE 96,300 0 0
CREDICORP LTD COM G2519Y108 7,331,456 32,800 SH SOLE 32,800 0 0
BLOCK INC CL A 852234103 7,377,198 108,600 SH SOLE 108,600 0 0
WESTERN DIGITAL CORP COM 958102105 7,460,594 116,590 SH SOLE 116,590 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100 7,493,472 318,600 SH SOLE 318,600 0 0
ZSCALER INC COM 98980G102 7,524,828 23,969 SH SOLE 23,969 0 0
AMETEK INC COM 031100100 7,672,704 42,400 SH SOLE 42,400 0 0
CARVANA CO CL A 146869102 7,682,688 22,800 SH SOLE 22,800 0 0
TEXAS INSTRS INC COM 882508104 7,723,464 37,200 SH SOLE 37,200 0 0
BLACKSTONE INC COM 09260D107 7,733,286 51,700 SH SOLE 51,700 0 0
CAMDEN PPTY TR SH BEN INT 133131102 7,764,341 68,900 SH SOLE 68,900 0 0
ESSEX PPTY TR INC COM 297178105 7,792,366 27,496 SH SOLE 27,496 0 0
CLOUDFLARE INC CL A COM 18915M107 7,793,447 39,797 SH SOLE 39,797 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 7,873,848 125,700 SH SOLE 125,700 0 0
OPEN TEXT CORP COM 683715106 7,874,441 197,900 SH SOLE 197,900 0 0
ERIE INDTY CO CL A 29530P102 7,937,676 22,889 SH SOLE 22,889 0 0
PNC FINL SVCS GROUP INC COM 693475105 7,978,776 42,800 SH SOLE 42,800 0 0
DATADOG INC CL A COM 23804L103 8,001,366 59,565 SH SOLE 59,565 0 0
HUBBELL INC COM 443510607 8,045,677 19,700 SH SOLE 19,700 0 0
D R HORTON INC COM 23331A109 8,070,392 62,600 SH SOLE 62,600 0 0
RELIANCE INC COM 759509102 8,381,130 26,700 SH SOLE 26,700 0 0
COPART INC COM 217204106 8,415,505 171,500 SH SOLE 171,500 0 0
CROWN CASTLE INC COM 22822V101 8,444,406 82,200 SH SOLE 82,200 0 0
DECKERS OUTDOOR CORP COM 243537107 8,736,316 84,761 SH SOLE 84,761 0 0
FIRSTSERVICE CORP NEW COM 33767E202 8,816,073 37,100 SH SOLE 37,100 0 0
ALBERTSONS COS INC COM 013091103 8,902,989 413,900 SH SOLE 413,900 0 0
AUTOZONE INC COM 053332102 8,909,352 2,400 SH SOLE 2,400 0 0
INTUITIVE SURGICAL INC COM 46120E602 8,911,924 16,400 SH SOLE 16,400 0 0
WEYERHAEUSER CO MTN BE COM 962166104 9,042,880 352,000 SH SOLE 352,000 0 0
SNAP ON INC COM 833034101 9,045,380 29,068 SH SOLE 29,068 0 0
FRANCO NEV CORP COM 351858105 9,278,155 41,500 SH SOLE 41,500 0 0
TRACTOR SUPPLY CO COM 892356106 9,408,891 178,300 SH SOLE 178,300 0 0
BURLINGTON STORES INC COM 122017106 9,445,184 40,600 SH SOLE 40,600 0 0
VEEVA SYS INC CL A COM 922475108 9,445,744 32,800 SH SOLE 32,800 0 0
LULULEMON ATHLETICA INC COM 550021109 9,669,506 40,700 SH SOLE 40,700 0 0
ILLUMINA INC COM 452327109 9,778,666 102,491 SH SOLE 102,491 0 0
ECOLAB INC COM 278865100 9,834,560 36,500 SH SOLE 36,500 0 0
EXELON CORP COM 30161N101 9,850,305 226,861 SH SOLE 226,861 0 0
WP CAREY INC COM 92936U109 10,024,466 160,700 SH SOLE 160,700 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 10,024,749 19,683 SH SOLE 19,683 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 10,187,037 87,300 SH SOLE 87,300 0 0
CARLISLE COS INC COM 142339100 10,249,457 27,449 SH SOLE 27,449 0 0
COSTCO WHSL CORP NEW COM 22160K105 10,475,545 10,582 SH SOLE 10,582 0 0
BROWN & BROWN INC COM 115236101 10,621,789 95,804 SH SOLE 95,804 0 0
UDR INC COM 902653104 10,847,674 265,679 SH SOLE 265,679 0 0
PRICE T ROWE GROUP INC COM 74144T108 10,991,350 113,900 SH SOLE 113,900 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 11,006,632 135,200 SH SOLE 135,200 0 0
MONGODB INC CL A 60937P106 11,080,962 52,769 SH SOLE 52,769 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 11,108,793 27,398 SH SOLE 27,398 0 0
BERKLEY W R CORP COM 084423102 11,138,052 151,600 SH SOLE 151,600 0 0
LOGITECH INTL S A SHS H50430232 11,245,228 157,408 SH SOLE 157,408 0 0
WORKDAY INC CL A 98138H101 11,325,600 47,190 SH SOLE 47,190 0 0
AVERY DENNISON CORP COM 053611109 11,440,644 65,200 SH SOLE 65,200 0 0
CITIZENS FINL GROUP INC COM 174610105 11,635,000 260,000 SH SOLE 260,000 0 0
ROBLOX CORP CL A 771049103 11,708,760 111,300 SH SOLE 111,300 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 11,836,403 100,300 SH SOLE 100,300 0 0
FIDELITY NATIONAL FINANCIAL COM 31620R303 12,060,580 215,137 SH SOLE 215,137 0 0
MOODYS CORP COM 615369105 12,138,478 24,200 SH SOLE 24,200 0 0
TWILIO INC CL A 90138F102 12,152,459 97,720 SH SOLE 97,720 0 0
NVR INC COM 62944T105 12,186,339 1,650 SH SOLE 1,650 0 0
AVALONBAY CMNTYS INC COM 053484101 12,352,450 60,700 SH SOLE 60,700 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 12,627,379 187,100 SH SOLE 187,100 0 0
HCA HEALTHCARE INC COM 40412C101 12,948,780 33,800 SH SOLE 33,800 0 0
CONSOLIDATED EDISON INC COM 209115104 12,995,325 129,500 SH SOLE 129,500 0 0
AGNICO EAGLE MINES LTD COM 008474108 13,015,217 80,222 SH SOLE 80,222 0 0
AMERICAN ELEC PWR CO INC COM 025537101 13,034,954 125,626 SH SOLE 125,626 0 0
CARDINAL HEALTH INC COM 14149Y108 13,154,400 78,300 SH SOLE 78,300 0 0
PULTE GROUP INC COM 745867101 13,309,052 126,200 SH SOLE 126,200 0 0
APTIV PLC COM G3265R107 13,364,571 195,904 SH SOLE 195,904 0 0
INTUIT COM 461202103 13,660,655 17,344 SH SOLE 17,344 0 0
FERRARI N V COM N3167Y103 13,867,365 33,327 SH SOLE 33,327 0 0
ABBVIE INC COM 00287Y109 13,884,376 74,800 SH SOLE 74,800 0 0
SNOWFLAKE INC CL A 833445109 13,973,318 62,445 SH SOLE 62,445 0 0
GARMIN LTD SHS H2906T109 13,984,240 67,000 SH SOLE 67,000 0 0
AE COM 00766T100 14,028,498 124,300 SH SOLE 124,300 0 0
PENTAIR PLC SHS G7S00T104 14,095,218 137,300 SH SOLE 137,300 0 0
KIMCO RLTY CORP COM 49446R109 14,220,030 676,500 SH SOLE 676,500 0 0
AXON ENTERPRISE INC COM 05464C101 14,301,008 17,273 SH SOLE 17,273 0 0
ATLASSIAN CORPORATION CL A 049468101 14,302,207 70,423 SH SOLE 70,423 0 0
NRG ENERGY INC COM 629377508 14,386,844 89,593 SH SOLE 89,593 0 0
M & T BK CORP COM 55261F104 14,452,255 74,500 SH SOLE 74,500 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103 14,647,115 836,500 SH SOLE 836,500 0 0
DOMINOS PIZZA INC COM 25754A201 14,779,680 32,800 SH SOLE 32,800 0 0
TOAST INC CL A 888787108 15,262,334 344,600 SH SOLE 344,600 0 0
MSCI INC COM 55354G100 15,398,958 26,700 SH SOLE 26,700 0 0
EBAY INC COM 278642103 15,463,704 207,678 SH SOLE 207,678 0 0
REGENCY CTRS CORP COM 758849103 15,813,060 222,000 SH SOLE 222,000 0 0
RPM INTL INC COM 749685103 15,860,896 144,400 SH SOLE 144,400 0 0
CHARTER COM 16119P108 15,902,709 38,900 SH SOLE 38,900 0 0
ALLEGION PLC ORD SHS G0176J109 16,008,994 111,081 SH SOLE 111,081 0 0
PAYCHEX INC COM 704326107 16,026,637 110,179 SH SOLE 110,179 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 16,057,248 13,669 SH SOLE 13,669 0 0
DEERE & CO COM 244199105 16,271,680 32,000 SH SOLE 32,000 0 0
NUTANIX INC CL A 67059N108 16,488,643 215,707 SH SOLE 215,707 0 0
TARGET CORP COM 87612E106 16,957,935 171,900 SH SOLE 171,900 0 0
DARDEN RESTAURANTS INC COM 237194105 16,979,863 77,900 SH SOLE 77,900 0 0
ELI LILLY & CO COM 532457108 16,993,754 21,800 SH SOLE 21,800 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106 17,202,856 204,358 SH SOLE 204,358 0 0
MASCO CORP COM 574599106 17,293,532 268,700 SH SOLE 268,700 0 0
WATSCO INC COM 942622200 17,311,504 39,200 SH SOLE 39,200 0 0
NEWS CORP NEW CL A 65249B109 17,354,459 583,932 SH SOLE 583,932 0 0
CUMMINS INC COM 231021106 17,423,000 53,200 SH SOLE 53,200 0 0
ZOETIS INC CL A 98978V103 17,653,540 113,200 SH SOLE 113,200 0 0
VERISK ANALYTICS INC COM 92345Y106 17,662,050 56,700 SH SOLE 56,700 0 0
PACKAGING CORP AMER COM 695156109 17,676,610 93,800 SH SOLE 93,800 0 0
MID-AMER APT CMNTYS INC COM 59522J103 17,790,802 120,200 SH SOLE 120,200 0 0
VERTIV HOLDINGS CO COM 92537N108 17,823,308 138,800 SH SOLE 138,800 0 0
MOLINA HEALTHCARE INC COM 60855R100 18,022,950 60,500 SH SOLE 60,500 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 18,027,816 386,200 SH SOLE 386,200 0 0
COMCAST CORP NEW CL A 20030N101 18,070,596 506,321 SH SOLE 506,321 0 0
INSULET CORP COM 45784P101 18,096,768 57,600 SH SOLE 57,600 0 0
HUBSPOT INC COM 443573100 18,137,789 32,585 SH SOLE 32,585 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 18,238,537 891,860 SH SOLE 891,860 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 18,473,160 59,900 SH SOLE 59,900 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 18,729,360 226,200 SH SOLE 226,200 0 0
UBER TECHNOLOGIES INC COM 90353T100 18,762,630 201,100 SH SOLE 201,100 0 0
WABTEC COM 929740108 18,778,695 89,700 SH SOLE 89,700 0 0
CME GROUP INC COM 12572Q105 18,797,284 68,200 SH SOLE 68,200 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 18,910,008 181,600 SH SOLE 181,600 0 0
OMNI COM 681919106 19,053,669 264,855 SH SOLE 264,855 0 0
VICI PPTYS INC COM 925652109 19,361,140 593,900 SH SOLE 593,900 0 0
TRADEWEB MKTS INC CL A 892672106 19,412,640 132,600 SH SOLE 132,600 0 0
CENTENE CORP DEL COM 15135B101 19,557,084 360,300 SH SOLE 360,300 0 0
PFIZER INC COM 717081103 19,782,264 816,100 SH SOLE 816,100 0 0
US BANCORP DEL COM 902973304 20,742,600 458,400 SH SOLE 458,400 0 0
REDDIT INC CL A 75734B100 20,748,546 137,800 SH SOLE 137,800 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 20,754,762 85,400 SH SOLE 85,400 0 0
FEDEX CORP COM 31428X106 20,821,596 91,600 SH SOLE 91,600 0 0
SEA LTD SPONS ORD 81141R100 21,575,906 134,900 SH SOLE 134,900 0 0
VENTAS INC COM 92276F100 21,723,600 344,000 SH SOLE 344,000 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 21,732,508 352,400 SH SOLE 352,400 0 0
AMERICAN TOWER CORP NEW COM 03027X100 21,790,141 98,589 SH SOLE 98,589 0 0
AMERICAN EXPRESS CO COM 025816109 21,897,339 68,648 SH SOLE 68,648 0 0
LENNOX INTL INC COM 526107107 22,471,008 39,200 SH SOLE 39,200 0 0
COLGATE PALMOLIVE CO COM 194162103 22,850,896 251,385 SH SOLE 251,385 0 0
REPUBLIC SVCS INC COM 760759100 22,885,408 92,800 SH SOLE 92,800 0 0
F5 INC COM 315616102 23,015,824 78,200 SH SOLE 78,200 0 0
OTIS WORLDWIDE CORP COM 68902V107 23,659,245 238,934 SH SOLE 238,934 0 0
SHERWIN WILLIAMS CO COM 824348106 24,035,200 70,000 SH SOLE 70,000 0 0
CGI INC CL A 12532H104 24,211,593 169,300 SH SOLE 169,300 0 0
RESMED INC COM 761152107 24,561,600 95,200 SH SOLE 95,200 0 0
COCA COLA CO COM 191216100 24,698,825 349,100 SH SOLE 349,100 0 0
SHOPIFY INC CL A 82509L107 25,082,482 159,700 SH SOLE 159,700 0 0
IRON MTN INC DEL COM 46284V101 25,221,963 245,900 SH SOLE 245,900 0 0
INCYTE CORP COM 45337C102 25,251,480 370,800 SH SOLE 370,800 0 0
ORACLE CORP COM 68389X105 25,257,887 115,528 SH SOLE 115,528 0 0
UNION PAC CORP COM 907818108 25,473,077 110,714 SH SOLE 110,714 0 0
VERALTO CORP COM 92338C103 25,722,060 254,800 SH SOLE 254,800 0 0
CARNIVAL CORP UNIT 143658300 26,221,900 932,500 SH SOLE 932,500 0 0
SERVICENOW INC COM 81762P102 26,227,349 25,511 SH SOLE 25,511 0 0
TE CONNECTIVITY PLC ORD SHS G87052109 26,565,525 157,500 SH SOLE 157,500 0 0
CBOE GLOBAL MKTS INC COM 12503M108 26,842,471 115,100 SH SOLE 115,100 0 0
EXPEDITORS INTL WASH INC COM 302130109 27,225,775 238,300 SH SOLE 238,300 0 0
SIMON PPTY GROUP INC NEW COM 828806109 27,393,504 170,400 SH SOLE 170,400 0 0
PUBLIC STORAGE OPER CO COM 74460D109 27,816,216 94,800 SH SOLE 94,800 0 0
ILLINOIS TOOL WKS INC COM 452308109 28,458,475 115,100 SH SOLE 115,100 0 0
HOME DEPOT INC COM 437076102 28,634,584 78,100 SH SOLE 78,100 0 0
CISCO SYS INC COM 17275R102 28,735,670 414,178 SH SOLE 414,178 0 0
PG&E CORP COM 69331C108 28,917,401 2,074,419 SH SOLE 2,074,419 0 0
EDISON INTL COM 281020107 29,138,520 564,700 SH SOLE 564,700 0 0
VISA INC COM 92826C839 29,235,172 82,341 SH SOLE 82,341 0 0
DICKS SPORTING GOODS INC COM 253393102 29,651,719 149,900 SH SOLE 149,900 0 0
EMCOR GROUP INC COM 29084Q100 29,793,373 55,700 SH SOLE 55,700 0 0
C H ROBINSON WORLDWIDE INC COM 12541W209 29,965,185 312,300 SH SOLE 312,300 0 0
SYNOPSYS INC COM 871607107 30,077,910 58,668 SH SOLE 58,668 0 0
JPMORGAN CHASE & CO. COM 46625H100 30,266,604 104,400 SH SOLE 104,400 0 0
PROGRESSIVE CORP COM 743315103 30,288,610 113,500 SH SOLE 113,500 0 0
CBRE GROUP INC CL A 12504L109 30,840,412 220,100 SH SOLE 220,100 0 0
CITIGROUP INC COM 172967424 31,409,280 369,000 SH SOLE 369,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 31,664,955 101,500 SH SOLE 101,500 0 0
JOHNSON & JOHNSON COM 478160104 31,878,925 208,700 SH SOLE 208,700 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 31,956,672 176,410 SH SOLE 176,410 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 31,988,177 45,197 SH SOLE 45,197 0 0
ON SEMICONDUCTOR CORP COM 682189105 32,208,513 614,549 SH SOLE 614,549 0 0
CINTAS CORP COM 172908105 32,293,863 144,900 SH SOLE 144,900 0 0
GRAINGER W W INC COM 384802104 32,663,536 31,400 SH SOLE 31,400 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 32,867,970 111,500 SH SOLE 111,500 0 0
AT&T INC COM 00206R102 32,907,674 1,137,100 SH SOLE 1,137,100 0 0
BEST BUY INC COM 086516101 32,913,839 490,300 SH SOLE 490,300 0 0
DAVITA INC COM 23918K108 32,932,161 231,184 SH SOLE 231,184 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 33,000,558 712,909 SH SOLE 712,909 0 0
ROSS STORES INC COM 778296103 33,094,252 259,400 SH SOLE 259,400 0 0
ARISTA NETWORKS INC COM 040413205 33,225,275 324,751 SH SOLE 324,751 0 0
UNITED PARCEL SERVICE INC CL B 911312106 33,611,304 332,983 SH SOLE 332,983 0 0
CANADIAN IMPERIAL BK COM 136069101 33,657,012 348,200 SH SOLE 348,200 0 0
SYNCHRONY FINANCIAL COM 87165B103 33,990,682 509,300 SH SOLE 509,300 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 34,022,240 118,400 SH SOLE 118,400 0 0
NU HLDGS LTD ORD SHS CL A G6683N103 34,123,012 2,487,100 SH SOLE 2,487,100 0 0
VERISIGN INC COM 92343E102 34,165,040 118,300 SH SOLE 118,300 0 0
KELLANOVA COM 487836108 34,404,678 432,600 SH SOLE 432,600 0 0
BOOKING HOLDINGS INC COM 09857L108 35,314,364 6,100 SH SOLE 6,100 0 0
BROAD COM 11135F101 35,574,562 129,057 SH SOLE 129,057 0 0
PINTEREST INC CL A 72352L106 35,872,766 1,000,356 SH SOLE 1,000,356 0 0
CLOROX CO DEL COM 189054109 36,028,084 300,059 SH SOLE 300,059 0 0
3M CO COM 88579Y101 36,151,215 237,462 SH SOLE 237,462 0 0
KINROSS GOLD CORP COM 496902404 36,735,664 1,726,300 SH SOLE 1,726,300 0 0
HP INC COM 40434L105 37,416,462 1,529,700 SH SOLE 1,529,700 0 0
PAYPAL HLDGS INC COM 70450Y103 37,457,280 504,000 SH SOLE 504,000 0 0
DOORDASH INC CL A 25809K105 37,469,520 152,000 SH SOLE 152,000 0 0
GEN DIGITAL INC COM 668771108 37,699,620 1,282,300 SH SOLE 1,282,300 0 0
CONSTELLATION ENERGY CORP COM 21037T109 37,898,479 117,420 SH SOLE 117,420 0 0
FAIR ISAAC CORP COM 303250104 38,387,160 21,000 SH SOLE 21,000 0 0
MONOLITHIC PWR SYS INC COM 609839105 38,850,174 53,119 SH SOLE 53,119 0 0
KIMBERLY-CLARK CORP COM 494368103 38,869,380 301,500 SH SOLE 301,500 0 0
TERADYNE INC COM 880770102 38,982,478 433,524 SH SOLE 433,524 0 0
TJX COS INC NEW COM 872540109 39,516,800 320,000 SH SOLE 320,000 0 0
AUTODESK INC COM 052769106 39,609,172 127,949 SH SOLE 127,949 0 0
NXP SEMICONDUCTORS N V COM N6596X109 39,634,086 181,400 SH SOLE 181,400 0 0
FISERV INC COM 337738108 40,067,222 232,395 SH SOLE 232,395 0 0
FASTENAL CO COM 311900104 40,576,200 966,100 SH SOLE 966,100 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 41,929,342 537,349 SH SOLE 537,349 0 0
T-MOBILE US INC COM 872590104 41,957,586 176,100 SH SOLE 176,100 0 0
ACCENTURE PLC IRELAND SHS G1151C101 43,152,842 144,377 SH SOLE 144,377 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 43,154,670 299,000 SH SOLE 299,000 0 0
FORTINET INC COM 34959E109 44,256,506 418,620 SH SOLE 418,620 0 0
MERCK & CO INC COM 58933Y105 44,456,256 561,600 SH SOLE 561,600 0 0
ALPHABET INC CAP STK CL C 02079K107 44,595,846 251,400 SH SOLE 251,400 0 0
ELECTRONIC ARTS INC COM 285512109 44,636,150 279,500 SH SOLE 279,500 0 0
AMAZON COM 023135106 44,748,101 203,966 SH SOLE 203,966 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 45,808,663 59,698 SH SOLE 59,698 0 0
DELL TECHNOLOGIES INC CL C 24703L202 45,865,886 374,110 SH SOLE 374,110 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 46,495,208 341,074 SH SOLE 341,074 0 0
CAPITAL ONE FINL CORP COM 14040H105 47,047,832 221,131 SH SOLE 221,131 0 0
SALESFORCE INC COM 79466L302 47,487,600 174,145 SH SOLE 174,145 0 0
MASTERCARD INCORPORATED CL A 57636Q104 50,462,212 89,800 SH SOLE 89,800 0 0
FOX CORP CL A COM 35137L105 51,601,632 920,800 SH SOLE 920,800 0 0
ALPHABET INC CAP STK CL A 02079K305 52,783,000 299,512 SH SOLE 299,512 0 0
LOWES COS INC COM 548661107 52,849,434 238,200 SH SOLE 238,200 0 0
WALMART INC COM 931142103 53,601,823 548,188 SH SOLE 548,188 0 0
FOX CORP CL B COM 35137L204 55,848,171 1,081,700 SH SOLE 1,081,700 0 0
VERIZON COM 92343V104 57,012,552 1,317,600 SH SOLE 1,317,600 0 0
MICROSOFT CORP COM 594918104 58,190,006 116,986 SH SOLE 116,986 0 0
NETFLIX INC COM 64110L106 58,921,720 44,000 SH SOLE 44,000 0 0
ADOBE INC COM 00724F101 59,045,239 152,619 SH SOLE 152,619 0 0
GILEAD SCIENCES INC COM 375558103 64,060,686 577,800 SH SOLE 577,800 0 0
LAM RESEARCH CORP COM 512807306 64,633,273 663,995 SH SOLE 663,995 0 0
WILLIAMS SONOMA INC COM 969904101 66,377,231 406,300 SH SOLE 406,300 0 0
APPLIED MATLS INC COM 038222105 68,455,914 373,933 SH SOLE 373,933 0 0
GODADDY INC CL A 380237107 68,658,679 381,310 SH SOLE 381,310 0 0
GARTNER INC COM 366651107 71,061,876 175,800 SH SOLE 175,800 0 0
META PLATFORMS INC CL A 30303M102 74,243,735 100,589 SH SOLE 100,589 0 0
NETAPP INC COM 64110D104 84,085,424 789,164 SH SOLE 789,164 0 0
APPLOVIN CORP COM 03831W108 96,832,128 276,600 SH SOLE 276,600 0 0
KLA CORP COM 482480100 105,995,601 118,333 SH SOLE 118,333 0 0
APPLE INC COM 037833100 162,186,885 790,500 SH SOLE 790,500 0 0
QUAL COM 747525103 165,872,634 1,041,521 SH SOLE 1,041,521 0 0
NVIDIA CORPORATION COM 67066G104 196,428,967 1,243,300 SH SOLE 1,243,300 0 0