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
ACADIA HEALTHCARE COMPANY IN COM 00404A109 343,868 15,155 SH SOLE 0 0 15,155
ADOBE INC COM 00724F101 2,404,460 6,215 SH SOLE 0 0 6,215
ADT INC DEL COM 00090Q103 1,471,417 173,721 SH SOLE 0 0 173,721
ADVANCE AUTO PARTS INC COM 00751Y106 748,256 16,095 SH SOLE 0 0 16,095
ADVANCED DRAIN SYS INC DEL COM 00790R104 355,951 3,099 SH SOLE 0 0 3,099
ADVANCED MICRO DEVICES INC COM 007903107 6,603,601 46,537 SH SOLE 0 0 46,537
ADVANTAGE SOLUTIONS INC COM CL A 00791N102 23,343 17,684 SH SOLE 0 0 17,684
AECOM COM 00766T100 1,091,583 9,672 SH SOLE 0 0 9,672
AES CORP COM 00130H105 492,830 46,847 SH SOLE 0 0 46,847
AFFILIATED MANAGERS GROUP IN COM 008252108 736,509 3,743 SH SOLE 0 0 3,743
AFFIRM HLDGS INC COM CL A 00827B106 388,635 5,621 SH SOLE 0 0 5,621
AGILENT TECHNOLOGIES INC COM 00846U101 895,223 7,586 SH SOLE 0 0 7,586
AGREE RLTY CORP COM 008492100 1,249,764 17,106 SH SOLE 0 0 17,106
AIR LEASE CORP CL A 00912X302 941,046 16,089 SH SOLE 0 0 16,089
AIRBNB INC COM CL A 009066101 2,433,997 18,392 SH SOLE 0 0 18,392
AKAMAI TECHNOLOGIES INC COM 00971T101 1,166,011 14,619 SH SOLE 0 0 14,619
ALBERTSONS COS INC COMMON STOCK 013091103 1,326,479 61,668 SH SOLE 0 0 61,668
ALLEGRO MICROSYSTEMS INC COM 01749D105 595,249 17,410 SH SOLE 0 0 17,410
ALLIANT ENERGY CORP COM 018802108 628,645 10,396 SH SOLE 0 0 10,396
ALLISON TRANSMISSION HLDGS I COM 01973R101 3,219,971 33,898 SH SOLE 0 0 33,898
ALLY FINL INC COM 02005N100 763,848 19,611 SH SOLE 0 0 19,611
ALTRIA GROUP INC COM 02209S103 4,181,257 71,316 SH SOLE 0 0 71,316
AMDOCS LTD SHS G02602103 917,875 10,060 SH SOLE 0 0 10,060
AMEDISYS INC COM 023436108 666,593 6,775 SH SOLE 0 0 6,775
AMENTUM HOLDINGS INC COM 023939101 666,510 28,230 SH SOLE 0 0 28,230
AMEREN CORP COM 023608102 1,827,834 19,032 SH SOLE 0 0 19,032
AMERICAN AIRLS GROUP INC COM 02376R102 1,411,846 125,833 SH SOLE 0 0 125,833
AMERICAN HOMES 4 RENT CL A 02665T306 730,057 20,240 SH SOLE 0 0 20,240
AMERICAN INTL GROUP INC COM NEW 026874784 969,563 11,328 SH SOLE 0 0 11,328
AMERICAN WTR WKS CO INC NEW COM 030420103 208,664 1,500 SH SOLE 0 0 1,500
AMERICOLD REALTY TRUST INC COM 03064D108 1,041,587 62,633 SH SOLE 0 0 62,633
AMETEK INC COM 031100100 2,888,664 15,963 SH SOLE 0 0 15,963
AMPHENOL CORP NEW CL A 032095101 789,605 7,996 SH SOLE 0 0 7,996
ANALOG DEVICES INC COM 032654105 867,582 3,645 SH SOLE 0 0 3,645
ANGI INC CL A NEW 00183L201 385,467 25,260 SH SOLE 0 0 25,260
ANTERO MIDSTREAM CORP COM 03676B102 2,438,902 128,702 SH SOLE 0 0 128,702
ANTERO RESOURCES CORP COM 03674X106 1,167,072 28,974 SH SOLE 0 0 28,974
APA CORPORATION COM 03743Q108 874,572 47,817 SH SOLE 0 0 47,817
APPLE INC COM 037833100 2,784,772 13,573 SH SOLE 0 0 13,573
APPLIED MATLS INC COM 038222105 709,579 3,876 SH SOLE 0 0 3,876
APPLOVIN CORP COM CL A 03831W108 304,569 870 SH SOLE 0 0 870
APTIV PLC COM SHS G3265R107 1,664,977 24,406 SH SOLE 0 0 24,406
ARCHER DANIELS MIDLAND CO COM 039483102 242,102 4,587 SH SOLE 0 0 4,587
ASHLAND INC COM 044186104 560,521 11,148 SH SOLE 0 0 11,148
ATI INC COM 01741R102 1,841,373 21,327 SH SOLE 0 0 21,327
ATLASSIAN CORPORATION CL A 049468101 1,249,409 6,152 SH SOLE 0 0 6,152
AUTODESK INC COM 052769106 234,655 758 SH SOLE 0 0 758
AUTOMATIC DATA PROCESSING IN COM 053015103 5,251,127 17,027 SH SOLE 0 0 17,027
AVANTOR INC COM 05352A100 1,236,704 91,880 SH SOLE 0 0 91,880
AVERY DENNISON CORP COM 053611109 771,191 4,395 SH SOLE 0 0 4,395
AVIS BUDGET GROUP COM 053774105 2,111,264 12,489 SH SOLE 0 0 12,489
AVNET INC COM 053807103 2,330,317 43,902 SH SOLE 0 0 43,902
AXIS CAP HLDGS LTD SHS G0692U109 1,672,748 16,112 SH SOLE 0 0 16,112
AZENTA INC COM 114340102 494,851 16,077 SH SOLE 0 0 16,077
BANK AMERICA CORP COM 060505104 777,563 16,432 SH SOLE 0 0 16,432
BANK NEW YORK MELLON CORP COM 064058100 4,213,290 46,244 SH SOLE 0 0 46,244
BANK OZK LITTLE ROCK ARK COM 06417N103 638,793 13,574 SH SOLE 0 0 13,574
BAXTER INTL INC COM 071813109 2,754,905 90,981 SH SOLE 0 0 90,981
BELLRING BRANDS INC COMMON STOCK 07831C103 3,191,595 55,094 SH SOLE 0 0 55,094
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,042,092 8,321 SH SOLE 0 0 8,321
BEST BUY INC COM 086516101 1,163,564 17,333 SH SOLE 0 0 17,333
BIO RAD LABS INC CL A 090572207 420,138 1,741 SH SOLE 0 0 1,741
BIO-TECHNE CORP COM 09073M104 470,304 9,141 SH SOLE 0 0 9,141
BOEING CO COM 097023105 4,531,295 21,626 SH SOLE 0 0 21,626
BOOKING HOLDINGS INC COM 09857L108 874,174 151 SH SOLE 0 0 151
BORGWARNER INC COM 099724106 1,695,761 50,650 SH SOLE 0 0 50,650
BOSTON BEER INC CL A 100557107 202,449 1,061 SH SOLE 0 0 1,061
BRIGHT HORIZONS FAM SOL IN D COM 109194100 1,484,810 12,014 SH SOLE 0 0 12,014
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 4,004,405 16,477 SH SOLE 0 0 16,477
BROOKFIELD RENEWABLE CORP CL A EX SUB VTG 11285B108 820,451 25,029 SH SOLE 0 0 25,029
BROWN & BROWN INC COM 115236101 686,063 6,188 SH SOLE 0 0 6,188
BRUNSWICK CORP COM 117043109 950,128 17,200 SH SOLE 0 0 17,200
BUILDERS FIRSTSOURCE INC COM 12008R107 291,141 2,495 SH SOLE 0 0 2,495
BUNGE GLOBAL SA COM SHS H11356104 2,309,978 28,774 SH SOLE 0 0 28,774
BWX TECHNOLOGIES INC COM 05605H100 858,310 5,958 SH SOLE 0 0 5,958
BXP INC COM 101121101 776,850 11,514 SH SOLE 0 0 11,514
CAMDEN PPTY TR SH BEN INT 133131102 487,159 4,323 SH SOLE 0 0 4,323
CARMAX INC COM 143130102 2,326,338 34,613 SH SOLE 0 0 34,613
CARVANA CO CL A 146869102 1,033,456 3,067 SH SOLE 0 0 3,067
CELSIUS HLDGS INC COM NEW 15118V207 1,550,399 33,421 SH SOLE 0 0 33,421
CENTENE CORP DEL COM 15135B101 3,916,845 72,160 SH SOLE 0 0 72,160
CENTERPOINT ENERGY INC COM 15189T107 1,849,823 50,349 SH SOLE 0 0 50,349
CHEMED CORP NEW COM 16359R103 1,408,203 2,892 SH SOLE 0 0 2,892
CHENIERE ENERGY INC COM NEW 16411R208 5,409,797 22,215 SH SOLE 0 0 22,215
CINCINNATI FINL CORP COM 172062101 817,720 5,491 SH SOLE 0 0 5,491
CINTAS CORP COM 172908105 4,942,365 22,176 SH SOLE 0 0 22,176
CIRRUS LOGIC INC COM 172755100 633,871 6,080 SH SOLE 0 0 6,080
CISCO SYS INC COM 17275R102 5,200,308 74,954 SH SOLE 0 0 74,954
CITIGROUP INC COM NEW 172967424 2,199,840 25,844 SH SOLE 0 0 25,844
CIVITAS RESOURCES INC COM NEW 17888H103 406,140 14,758 SH SOLE 0 0 14,758
CLAROS MTG TR INC COMMON STOCK 18270D106 30,162 10,583 SH SOLE 0 0 10,583
CLEAN HARBORS INC COM 184496107 1,471,230 6,364 SH SOLE 0 0 6,364
CLEARWAY ENERGY INC CL C 18539C204 1,719,424 53,732 SH SOLE 0 0 53,732
CLEVELAND-CLIFFS INC NEW COM 185899101 1,079,914 142,094 SH SOLE 0 0 142,094
CLOROX CO DEL COM 189054109 2,599,757 21,652 SH SOLE 0 0 21,652
CLOUDFLARE INC CL A COM 18915M107 232,058 1,185 SH SOLE 0 0 1,185
CME GROUP INC COM 12572Q105 477,374 1,732 SH SOLE 0 0 1,732
CMS ENERGY CORP COM 125896100 1,527,001 22,041 SH SOLE 0 0 22,041
CNH INDL N V SHS N20944109 833,821 64,338 SH SOLE 0 0 64,338
COCA COLA CO COM 191216100 599,607 8,475 SH SOLE 0 0 8,475
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 3,543,576 45,413 SH SOLE 0 0 45,413
COHERENT CORP COM 19247G107 638,298 7,155 SH SOLE 0 0 7,155
COINBASE GLOBAL INC COM CL A 19260Q107 4,822,743 13,760 SH SOLE 0 0 13,760
COLUMBIA BKG SYS INC COM 197236102 661,654 28,300 SH SOLE 0 0 28,300
COMCAST CORP NEW CL A 20030N101 1,004,853 28,155 SH SOLE 0 0 28,155
COMERICA INC COM 200340107 1,096,725 18,386 SH SOLE 0 0 18,386
COMMERCE BANCSHARES INC COM 200525103 1,087,914 17,499 SH SOLE 0 0 17,499
CONAGRA BRANDS INC COM 205887102 3,792,518 185,272 SH SOLE 0 0 185,272
CORE & MAIN INC CL A 21874C102 231,502 3,836 SH SOLE 0 0 3,836
COSTAR GROUP INC COM 22160N109 346,846 4,314 SH SOLE 0 0 4,314
COSTCO WHSL CORP NEW COM 22160K105 2,832,219 2,861 SH SOLE 0 0 2,861
COTERRA ENERGY INC COM 127097103 965,938 38,059 SH SOLE 0 0 38,059
COTY INC COM CL A 222070203 1,583,837 340,610 SH SOLE 0 0 340,610
COUSINS PPTYS INC COM NEW 222795502 1,156,245 38,503 SH SOLE 0 0 38,503
CRH PLC ORD G25508105 1,745,669 19,016 SH SOLE 0 0 19,016
CROWN CASTLE INC COM 22822V101 1,356,036 13,200 SH SOLE 0 0 13,200
CSX CORP COM 126408103 1,775,397 54,410 SH SOLE 0 0 54,410
CULLEN FROST BANKERS INC COM 229899109 708,771 5,514 SH SOLE 0 0 5,514
CURTISS WRIGHT CORP COM 231561101 993,711 2,034 SH SOLE 0 0 2,034
CVS HEALTH CORP COM 126650100 1,086,779 15,755 SH SOLE 0 0 15,755
D R HORTON INC COM 23331A109 965,352 7,488 SH SOLE 0 0 7,488
DANAHER CORPORATION COM 235851102 1,314,232 6,653 SH SOLE 0 0 6,653
DARDEN RESTAURANTS INC COM 237194105 564,325 2,589 SH SOLE 0 0 2,589
DAVITA INC COM 23918K108 1,123,788 7,889 SH SOLE 0 0 7,889
DECKERS OUTDOOR CORP COM 243537107 348,685 3,383 SH SOLE 0 0 3,383
DEERE & CO COM 244199105 1,612,422 3,171 SH SOLE 0 0 3,171
DELL TECHNOLOGIES INC CL C 24703L202 1,911,824 15,594 SH SOLE 0 0 15,594
DELTA AIR LINES INC DEL COM NEW 247361702 1,935,823 39,362 SH SOLE 0 0 39,362
DEVON ENERGY CORP NEW COM 25179M103 1,386,789 43,596 SH SOLE 0 0 43,596
DOLBY LABORATORIES INC COM CL A 25659T107 1,874,544 25,243 SH SOLE 0 0 25,243
DOLLAR TREE INC COM 256746108 803,808 8,116 SH SOLE 0 0 8,116
DOMINION ENERGY INC COM 25746U109 628,390 11,118 SH SOLE 0 0 11,118
DOMINOS PIZZA INC COM 25754A201 2,775,696 6,160 SH SOLE 0 0 6,160
DOVER CORP COM 260003108 1,372,941 7,493 SH SOLE 0 0 7,493
DOW INC COM 260557103 893,567 33,745 SH SOLE 0 0 33,745
DRAFTKINGS INC NEW COM CL A 26142V105 1,998,930 46,606 SH SOLE 0 0 46,606
DROPBOX INC CL A 26210C104 4,330,126 151,403 SH SOLE 0 0 151,403
DUN & BRADSTREET HLDGS INC COM 26484T106 2,487,850 273,691 SH SOLE 0 0 273,691
DUOLINGO INC CL A COM 26603R106 1,472,791 3,592 SH SOLE 0 0 3,592
DUTCH BROS INC CL A 26701L100 2,107,709 30,828 SH SOLE 0 0 30,828
DYNATRACE INC COM NEW 268150109 529,078 9,583 SH SOLE 0 0 9,583
E L F BEAUTY INC COM 26856L103 2,331,508 18,736 SH SOLE 0 0 18,736
EASTGROUP PPTYS INC COM 277276101 692,378 4,143 SH SOLE 0 0 4,143
EASTMAN CHEM CO COM 277432100 1,488,795 19,941 SH SOLE 0 0 19,941
ELEMENT SOLUTIONS INC COM 28618M106 484,166 21,376 SH SOLE 0 0 21,376
ENCOMPASS HEALTH CORP COM 29261A100 2,522,132 20,567 SH SOLE 0 0 20,567
ENOVIS CORPORATION COM 194014502 683,774 21,804 SH SOLE 0 0 21,804
ENTERGY CORP NEW COM 29364G103 3,748,546 45,098 SH SOLE 0 0 45,098
EPR PPTYS COM SH BEN INT 26884U109 654,201 11,229 SH SOLE 0 0 11,229
EQUIFAX INC COM 294429105 3,071,979 11,844 SH SOLE 0 0 11,844
EQUINIX INC COM 29444U700 1,335,595 1,679 SH SOLE 0 0 1,679
EQUITY LIFESTYLE PPTYS INC COM 29472R108 2,352,896 38,153 SH SOLE 0 0 38,153
ESAB CORPORATION COM 29605J106 1,644,181 13,639 SH SOLE 0 0 13,639
ESSENTIAL UTILS INC COM 29670G102 463,804 12,488 SH SOLE 0 0 12,488
ETSY INC COM 29786A106 452,543 9,022 SH SOLE 0 0 9,022
EURONET WORLDWIDE INC COM 298736109 280,620 2,768 SH SOLE 0 0 2,768
EVERCORE INC CLASS A 29977A105 1,071,169 3,967 SH SOLE 0 0 3,967
EVERSOURCE ENERGY COM 30040W108 1,588,082 24,962 SH SOLE 0 0 24,962
EXPAND ENERGY CORPORATION COM 165167735 2,940,924 25,149 SH SOLE 0 0 25,149
EXPEDIA GROUP INC COM NEW 30212P303 649,080 3,848 SH SOLE 0 0 3,848
EXPEDITORS INTL WASH INC COM 302130109 937,762 8,208 SH SOLE 0 0 8,208
FAIR ISAAC CORP COM 303250104 3,990,437 2,183 SH SOLE 0 0 2,183
FASTENAL CO COM 311900104 1,873,368 44,604 SH SOLE 0 0 44,604
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 3,865,933 17,754 SH SOLE 0 0 17,754
FIFTH THIRD BANCORP COM 316773100 255,788 6,219 SH SOLE 0 0 6,219
FIRST INDL RLTY TR INC COM 32054K103 1,302,543 27,063 SH SOLE 0 0 27,063
FIRST SOLAR INC COM 336433107 495,626 2,994 SH SOLE 0 0 2,994
FIRSTENERGY CORP COM 337932107 873,280 21,691 SH SOLE 0 0 21,691
FIVE BELOW INC COM 33829M101 1,284,909 9,795 SH SOLE 0 0 9,795
FLOWERS FOODS INC COM 343498101 988,220 61,841 SH SOLE 0 0 61,841
FLOWSERVE CORP COM 34354P105 362,106 6,917 SH SOLE 0 0 6,917
FMC CORP COM NEW 302491303 1,417,746 33,958 SH SOLE 0 0 33,958
FORTIVE CORP COM 34959J108 4,725,533 90,649 SH SOLE 0 0 90,649
FRANKLIN RESOURCES INC COM 354613101 1,553,660 65,143 SH SOLE 0 0 65,143
FRONTIER COMMUNICATIONS PARE COM 35909D109 2,894,637 79,523 SH SOLE 0 0 79,523
GALLAGHER ARTHUR J & CO COM 363576109 1,672,947 5,226 SH SOLE 0 0 5,226
GAMING & LEISURE PPTYS INC COM 36467J108 291,049 6,235 SH SOLE 0 0 6,235
GARTNER INC COM 366651107 1,375,561 3,403 SH SOLE 0 0 3,403
GE AEROSPACE COM NEW 369604301 2,289,483 8,895 SH SOLE 0 0 8,895
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 1,401,109 18,916 SH SOLE 0 0 18,916
GE VERNOVA INC COM 36828A101 1,274,722 2,409 SH SOLE 0 0 2,409
GENERAC HLDGS INC COM 368736104 386,668 2,700 SH SOLE 0 0 2,700
GENTEX CORP COM 371901109 927,034 42,157 SH SOLE 0 0 42,157
GLOBUS MED INC CL A 379577208 1,640,225 27,791 SH SOLE 0 0 27,791
GODADDY INC CL A 380237107 989,070 5,493 SH SOLE 0 0 5,493
GRAINGER W W INC COM 384802104 2,277,086 2,189 SH SOLE 0 0 2,189
GUIDEWIRE SOFTWARE INC COM 40171V100 5,533,310 23,501 SH SOLE 0 0 23,501
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101 801,018 16,448 SH SOLE 0 0 16,448
HALLIBURTON CO COM 406216101 1,037,178 50,892 SH SOLE 0 0 50,892
HARLEY DAVIDSON INC COM 412822108 305,218 12,933 SH SOLE 0 0 12,933
HARTFORD INSURANCE GROUP INC COM 416515104 4,365,471 34,409 SH SOLE 0 0 34,409
HCA HEALTHCARE INC COM 40412C101 3,286,614 8,579 SH SOLE 0 0 8,579
HEALTHCARE RLTY TR CL A COM 42226K105 1,768,168 111,486 SH SOLE 0 0 111,486
HELIX ENERGY SOLUTIONS GRP I COM 42330P107 64,839 10,391 SH SOLE 0 0 10,391
HENRY SCHEIN INC COM 806407102 874,189 11,967 SH SOLE 0 0 11,967
HERSHEY CO COM 427866108 465,490 2,805 SH SOLE 0 0 2,805
HEXCEL CORP NEW COM 428291108 3,161,181 55,960 SH SOLE 0 0 55,960
HILTON WORLDWIDE HLDGS INC COM 43300A203 1,062,697 3,990 SH SOLE 0 0 3,990
HOME DEPOT INC COM 437076102 1,408,998 3,843 SH SOLE 0 0 3,843
HORMEL FOODS CORP COM 440452100 567,913 18,774 SH SOLE 0 0 18,774
HOST HOTELS & RESORTS INC COM 44107P104 394,153 25,661 SH SOLE 0 0 25,661
HOWARD HUGHES HOLDINGS INC COM 44267T102 1,377,338 20,405 SH SOLE 0 0 20,405
HOWMET AEROSPACE INC COM 443201108 1,165,359 6,261 SH SOLE 0 0 6,261
HP INC COM 40434L105 1,350,022 55,193 SH SOLE 0 0 55,193
HUBBELL INC COM 443510607 611,798 1,498 SH SOLE 0 0 1,498
HUBSPOT INC COM 443573100 2,222,067 3,992 SH SOLE 0 0 3,992
HUMANA INC COM 444859102 1,053,220 4,308 SH SOLE 0 0 4,308
HUNT J B TRANS SVCS INC COM 445658107 515,668 3,591 SH SOLE 0 0 3,591
HUNTINGTON BANCSHARES INC COM 446150104 2,417,597 144,248 SH SOLE 0 0 144,248
HUNTINGTON INGALLS INDS INC COM 446413106 995,539 4,123 SH SOLE 0 0 4,123
HUNTSMAN CORP COM 447011107 1,516,714 145,558 SH SOLE 0 0 145,558
HYATT HOTELS CORP COM CL A 448579102 588,485 4,214 SH SOLE 0 0 4,214
IDACORP INC COM 451107106 1,751,838 15,174 SH SOLE 0 0 15,174
IDEX CORP COM 45167R104 2,435,858 13,874 SH SOLE 0 0 13,874
IDEXX LABS INC COM 45168D104 1,524,815 2,843 SH SOLE 0 0 2,843
INGERSOLL RAND INC COM 45687V106 1,501,980 18,057 SH SOLE 0 0 18,057
INGREDION INC COM 457187102 2,551,555 18,814 SH SOLE 0 0 18,814
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 300,711 5,427 SH SOLE 0 0 5,427
INTERCONTINENTAL EXCHANGE IN COM 45866F104 420,148 2,290 SH SOLE 0 0 2,290
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 1,141,937 15,526 SH SOLE 0 0 15,526
INTERPUBLIC GROUP COS INC COM 460690100 1,714,359 70,031 SH SOLE 0 0 70,031
INVESCO LTD SHS G491BT108 1,723,740 109,305 SH SOLE 0 0 109,305
IRON MTN INC DEL COM 46284V101 663,320 6,467 SH SOLE 0 0 6,467
JABIL INC COM 466313103 675,238 3,096 SH SOLE 0 0 3,096
JACOBS SOLUTIONS INC COM 46982L108 930,929 7,082 SH SOLE 0 0 7,082
JANUS HENDERSON GROUP PLC ORD SHS G4474Y214 616,352 15,869 SH SOLE 0 0 15,869
JEFFERIES FINL GROUP INC COM 47233W109 759,152 13,881 SH SOLE 0 0 13,881
JOHNSON CTLS INTL PLC SHS G51502105 4,074,926 38,581 SH SOLE 0 0 38,581
JUNIPER NETWORKS INC COM 48203R104 1,145,352 28,684 SH SOLE 0 0 28,684
KBR INC COM 48242W106 2,608,080 54,403 SH SOLE 0 0 54,403
KELLANOVA COM 487836108 2,663,618 33,492 SH SOLE 0 0 33,492
KEMPER CORP COM 488401100 511,997 7,933 SH SOLE 0 0 7,933
KENVUE INC COM 49177J102 2,013,697 96,211 SH SOLE 0 0 96,211
KEURIG DR PEPPER INC COM 49271V100 1,957,020 59,196 SH SOLE 0 0 59,196
KEYSIGHT TECHNOLOGIES INC COM 49338L103 1,824,089 11,132 SH SOLE 0 0 11,132
KILROY RLTY CORP COM 49427F108 257,909 7,517 SH SOLE 0 0 7,517
KIMBERLY-CLARK CORP COM 494368103 1,189,416 9,226 SH SOLE 0 0 9,226
KIMCO RLTY CORP COM 49446R109 2,300,617 109,449 SH SOLE 0 0 109,449
KINDER MORGAN INC DEL COM 49456B101 1,276,460 43,417 SH SOLE 0 0 43,417
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 2,156,786 48,763 SH SOLE 0 0 48,763
KOHLS CORP COM 500255104 841,216 99,200 SH SOLE 0 0 99,200
L3HARRIS TECHNOLOGIES INC COM 502431109 1,849,944 7,375 SH SOLE 0 0 7,375
LABCORP HOLDINGS INC COM SHS 504922105 286,136 1,090 SH SOLE 0 0 1,090
LAMAR ADVERTISING CO NEW CL A 512816109 1,794,428 14,786 SH SOLE 0 0 14,786
LEGGETT & PLATT INC COM 524660107 1,050,196 117,735 SH SOLE 0 0 117,735
LENNAR CORP CL A 526057104 1,418,241 12,822 SH SOLE 0 0 12,822
LINCOLN NATL CORP IND COM 534187109 345,689 9,991 SH SOLE 0 0 9,991
LINDE PLC SHS G54950103 369,245 787 SH SOLE 0 0 787
LKQ CORP COM 501889208 1,899,538 51,325 SH SOLE 0 0 51,325
LOCKHEED MARTIN CORP COM 539830109 2,907,129 6,277 SH SOLE 0 0 6,277
LOUISIANA PAC CORP COM 546347105 1,263,280 14,691 SH SOLE 0 0 14,691
LOWES COS INC COM 548661107 623,232 2,809 SH SOLE 0 0 2,809
LUMENTUM HLDGS INC COM 55024U109 811,908 8,541 SH SOLE 0 0 8,541
LYFT INC CL A COM 55087P104 356,538 22,623 SH SOLE 0 0 22,623
MAPLEBEAR INC COM 565394103 620,738 13,721 SH SOLE 0 0 13,721
MARATHON PETE CORP COM 56585A102 372,585 2,243 SH SOLE 0 0 2,243
MARKETAXESS HLDGS INC COM 57060D108 1,060,194 4,747 SH SOLE 0 0 4,747
MARRIOTT INTL INC NEW CL A 571903202 2,477,195 9,067 SH SOLE 0 0 9,067
MARSH & MCLENNAN COS INC COM 571748102 3,117,151 14,257 SH SOLE 0 0 14,257
MASCO CORP COM 574599106 809,392 12,576 SH SOLE 0 0 12,576
MASTEC INC COM 576323109 2,814,311 16,513 SH SOLE 0 0 16,513
MATCH GROUP INC NEW COM 57667L107 2,495,077 80,773 SH SOLE 0 0 80,773
MCCORMICK & CO INC COM NON VTG 579780206 1,083,165 14,286 SH SOLE 0 0 14,286
MCDONALDS CORP COM 580135101 3,437,673 11,766 SH SOLE 0 0 11,766
MDU RES GROUP INC COM 552690109 1,191,004 71,446 SH SOLE 0 0 71,446
MEDICAL PPTYS TRUST INC COM 58463J304 1,522,758 353,308 SH SOLE 0 0 353,308
METTLER TOLEDO INTERNATIONAL COM 592688105 3,073,068 2,616 SH SOLE 0 0 2,616
MGM RESORTS INTERNATIONAL COM 552953101 1,323,327 38,480 SH SOLE 0 0 38,480
MICROCHIP TECHNOLOGY INC. COM 595017104 646,138 9,182 SH SOLE 0 0 9,182
MICRON TECHNOLOGY INC COM 595112103 4,714,312 38,250 SH SOLE 0 0 38,250
MICROSTRATEGY INC CL A NEW 594972408 1,085,762 2,686 SH SOLE 0 0 2,686
MID-AMER APT CMNTYS INC COM 59522J103 201,146 1,359 SH SOLE 0 0 1,359
MIDDLEBY CORP COM 596278101 805,392 5,593 SH SOLE 0 0 5,593
MILLROSE PPTYS INC COM CL A 601137102 1,374,096 48,197 SH SOLE 0 0 48,197
MOLINA HEALTHCARE INC COM 60855R100 479,023 1,608 SH SOLE 0 0 1,608
MOLSON COORS BEVERAGE CO CL B 60871R209 628,343 13,066 SH SOLE 0 0 13,066
MONGODB INC CL A 60937P106 3,108,902 14,805 SH SOLE 0 0 14,805
MONSTER BEVERAGE CORP NEW COM 61174X109 2,071,504 33,070 SH SOLE 0 0 33,070
MOODYS CORP COM 615369105 894,836 1,784 SH SOLE 0 0 1,784
MORGAN STANLEY COM NEW 617446448 232,983 1,654 SH SOLE 0 0 1,654
MOTOROLA SOLUTIONS INC COM NEW 620076307 2,604,329 6,194 SH SOLE 0 0 6,194
MSA SAFETY INC COM 553498106 696,254 4,156 SH SOLE 0 0 4,156
MSC INDL DIRECT INC CL A 553530106 291,874 3,433 SH SOLE 0 0 3,433
MSCI INC COM 55354G100 2,521,507 4,372 SH SOLE 0 0 4,372
NATERA INC COM 632307104 1,472,143 8,714 SH SOLE 0 0 8,714
NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 448,629 14,024 SH SOLE 0 0 14,024
NCINO INC COM 63947X101 230,557 8,243 SH SOLE 0 0 8,243
NEW YORK TIMES CO CL A 650111107 2,356,030 42,087 SH SOLE 0 0 42,087
NEWMONT CORP COM 651639106 1,877,779 32,231 SH SOLE 0 0 32,231
NEWS CORP NEW CL A 65249B109 712,745 23,982 SH SOLE 0 0 23,982
NEXSTAR MEDIA GROUP INC COMMON STOCK 65336K103 2,298,852 13,292 SH SOLE 0 0 13,292
NEXTERA ENERGY INC COM 65339F101 3,095,646 44,593 SH SOLE 0 0 44,593
NIKE INC CL B 654106103 3,470,660 48,855 SH SOLE 0 0 48,855
NISOURCE INC COM 65473P105 1,939,104 48,069 SH SOLE 0 0 48,069
NORDSON CORP COM 655663102 430,455 2,008 SH SOLE 0 0 2,008
NORTHERN TR CORP COM 665859104 784,577 6,188 SH SOLE 0 0 6,188
NRG ENERGY INC COM NEW 629377508 315,861 1,967 SH SOLE 0 0 1,967
NVENT ELECTRIC PLC SHS G6700G107 221,434 3,023 SH SOLE 0 0 3,023
NVIDIA CORPORATION COM 67066G104 5,460,608 34,563 SH SOLE 0 0 34,563
OCCIDENTAL PETE CORP COM 674599105 2,669,483 63,544 SH SOLE 0 0 63,544
OGE ENERGY CORP COM 670837103 770,482 17,361 SH SOLE 0 0 17,361
OKTA INC CL A 679295105 1,581,625 15,821 SH SOLE 0 0 15,821
OLD DOMINION FREIGHT LINE IN COM 679580100 305,773 1,884 SH SOLE 0 0 1,884
OLD REP INTL CORP COM 680223104 1,021,352 26,570 SH SOLE 0 0 26,570
OMEGA HEALTHCARE INVS INC COM 681936100 733,659 20,018 SH SOLE 0 0 20,018
ON SEMICONDUCTOR CORP COM 682189105 1,606,997 30,662 SH SOLE 0 0 30,662
ONEMAIN HLDGS INC COM 68268W103 488,205 8,565 SH SOLE 0 0 8,565
ONEOK INC NEW COM 682680103 2,258,132 27,663 SH SOLE 0 0 27,663
OPENDOOR TECHNOLOGIES INC COM 683712103 14,812 27,789 SH SOLE 0 0 27,789
OSHKOSH CORP COM 688239201 963,613 8,487 SH SOLE 0 0 8,487
OTIS WORLDWIDE CORP COM 68902V107 493,021 4,979 SH SOLE 0 0 4,979
OWENS CORNING NEW COM 690742101 1,395,551 10,148 SH SOLE 0 0 10,148
PALANTIR TECHNOLOGIES INC CL A 69608A108 8,340,057 61,180 SH SOLE 0 0 61,180
PALO ALTO NETWORKS INC COM 697435105 572,173 2,796 SH SOLE 0 0 2,796
PARAMOUNT GLOBAL CLASS B COM 92556H206 993,170 76,990 SH SOLE 0 0 76,990
PARK HOTELS & RESORTS INC COM 700517105 335,463 32,792 SH SOLE 0 0 32,792
PARSONS CORP DEL COM 70202L102 473,897 6,603 SH SOLE 0 0 6,603
PAYCOM SOFTWARE INC COM 70432V102 1,383,542 5,979 SH SOLE 0 0 5,979
PAYLOCITY HLDG CORP COM 70438V106 1,634,334 9,020 SH SOLE 0 0 9,020
PAYPAL HLDGS INC COM 70450Y103 2,486,227 33,453 SH SOLE 0 0 33,453
PENN ENTERTAINMENT INC COM 707569109 650,361 36,394 SH SOLE 0 0 36,394
PENUMBRA INC COM 70975L107 538,409 2,098 SH SOLE 0 0 2,098
PERFORMANCE FOOD GROUP CO COM 71377A103 1,268,490 14,502 SH SOLE 0 0 14,502
PERMIAN RESOURCES CORP CLASS A COM 71424F105 716,031 52,572 SH SOLE 0 0 52,572
PG&E CORP COM 69331C108 1,854,035 133,001 SH SOLE 0 0 133,001
PHILIP MORRIS INTL INC COM 718172109 3,159,591 17,348 SH SOLE 0 0 17,348
PHILLIPS 66 COM 718546104 1,760,390 14,756 SH SOLE 0 0 14,756
PINNACLE FINL PARTNERS INC COM 72346Q104 362,697 3,285 SH SOLE 0 0 3,285
PINNACLE WEST CAP CORP COM 723484101 1,398,773 15,634 SH SOLE 0 0 15,634
PINTEREST INC CL A 72352L106 1,716,833 47,876 SH SOLE 0 0 47,876
PLANET FITNESS INC CL A 72703H101 2,337,924 21,439 SH SOLE 0 0 21,439
PLAYTIKA HLDG CORP COM 72815L107 101,945 21,553 SH SOLE 0 0 21,553
POLARIS INC COM 731068102 974,299 23,968 SH SOLE 0 0 23,968
POOL CORP COM 73278L105 1,296,503 4,448 SH SOLE 0 0 4,448
PREMIER INC CL A 74051N102 374,652 17,084 SH SOLE 0 0 17,084
PROGRESSIVE CORP COM 743315103 929,207 3,482 SH SOLE 0 0 3,482
PROLOGIS INC. COM 74340W103 669,298 6,367 SH SOLE 0 0 6,367
PROSPERITY BANCSHARES INC COM 743606105 1,762,815 25,097 SH SOLE 0 0 25,097
PULTE GROUP INC COM 745867101 1,133,590 10,749 SH SOLE 0 0 10,749
QORVO INC COM 74736K101 656,184 7,728 SH SOLE 0 0 7,728
QUALCOMM INC COM 747525103 530,337 3,330 SH SOLE 0 0 3,330
QUANTA SVCS INC COM 74762E102 1,227,247 3,246 SH SOLE 0 0 3,246
QUEST DIAGNOSTICS INC COM 74834L100 313,455 1,745 SH SOLE 0 0 1,745
RANGE RES CORP COM 75281A109 675,082 16,599 SH SOLE 0 0 16,599
RAYONIER INC COM 754907103 1,512,012 68,170 SH SOLE 0 0 68,170
RBC BEARINGS INC COM 75524B104 1,905,529 4,952 SH SOLE 0 0 4,952
REGIONS FINANCIAL CORP NEW COM 7591EP100 1,888,773 80,305 SH SOLE 0 0 80,305
REINSURANCE GRP OF AMERICA I COM NEW 759351604 1,426,406 7,191 SH SOLE 0 0 7,191
RENAISSANCERE HLDGS LTD COM G7496G103 231,241 952 SH SOLE 0 0 952
REPUBLIC SVCS INC COM 760759100 2,752,908 11,163 SH SOLE 0 0 11,163
REVVITY INC COM 714046109 485,727 5,022 SH SOLE 0 0 5,022
RH COM 74967X103 484,810 2,565 SH SOLE 0 0 2,565
RINGCENTRAL INC CL A 76680R206 482,602 17,023 SH SOLE 0 0 17,023
RITHM CAPITAL CORP COM NEW 64828T201 667,431 59,117 SH SOLE 0 0 59,117
RLI CORP COM 749607107 1,177,836 16,309 SH SOLE 0 0 16,309
ROBERT HALF INC. COM 770323103 400,813 9,764 SH SOLE 0 0 9,764
ROBINHOOD MKTS INC COM CL A 770700102 1,823,631 19,477 SH SOLE 0 0 19,477
ROCKET COS INC COM CL A 77311W101 1,666,575 117,530 SH SOLE 0 0 117,530
ROCKWELL AUTOMATION INC COM 773903109 924,097 2,782 SH SOLE 0 0 2,782
ROKU INC COM CL A 77543R102 829,680 9,440 SH SOLE 0 0 9,440
ROPER TECHNOLOGIES INC COM 776696106 1,234,011 2,177 SH SOLE 0 0 2,177
ROSS STORES INC COM 778296103 3,494,033 27,387 SH SOLE 0 0 27,387
ROYAL GOLD INC COM 780287108 411,344 2,313 SH SOLE 0 0 2,313
RTX CORPORATION COM 75513E101 1,192,837 8,169 SH SOLE 0 0 8,169
S&P GLOBAL INC COM 78409V104 2,132,361 4,044 SH SOLE 0 0 4,044
SALESFORCE INC COM 79466L302 3,826,659 14,033 SH SOLE 0 0 14,033
SBA COMMUNICATIONS CORP NEW CL A 78410G104 2,706,296 11,524 SH SOLE 0 0 11,524
SCHLUMBERGER LTD COM STK 806857108 1,452,217 42,965 SH SOLE 0 0 42,965
SCOTTS MIRACLE-GRO CO CL A 810186106 651,948 9,884 SH SOLE 0 0 9,884
SEALED AIR CORP NEW COM 81211K100 667,549 21,513 SH SOLE 0 0 21,513
SHERWIN WILLIAMS CO COM 824348106 226,274 659 SH SOLE 0 0 659
SHIFT4 PMTS INC CL A 82452J109 997,541 10,065 SH SOLE 0 0 10,065
SKECHERS U S A INC CL A 830566105 4,859,773 77,017 SH SOLE 0 0 77,017
SKYWORKS SOLUTIONS INC COM 83088M102 2,376,220 31,887 SH SOLE 0 0 31,887
SLM CORP COM 78442P106 1,212,770 36,986 SH SOLE 0 0 36,986
SNAP ON INC COM 833034101 1,389,419 4,465 SH SOLE 0 0 4,465
SNOWFLAKE INC CL A 833445109 826,607 3,694 SH SOLE 0 0 3,694
SOFI TECHNOLOGIES INC COM 83406F102 1,495,132 82,105 SH SOLE 0 0 82,105
SOUTHWEST AIRLS CO COM 844741108 2,613,886 80,576 SH SOLE 0 0 80,576
SPOTIFY TECHNOLOGY S A SHS L8681T102 255,523 333 SH SOLE 0 0 333
STANLEY BLACK & DECKER INC COM 854502101 1,048,636 15,478 SH SOLE 0 0 15,478
STARBUCKS CORP COM 855244109 3,187,991 34,792 SH SOLE 0 0 34,792
STARWOOD PPTY TR INC COM 85571B105 846,372 42,171 SH SOLE 0 0 42,171
STEEL DYNAMICS INC COM 858119100 2,151,592 16,808 SH SOLE 0 0 16,808
STERIS PLC SHS USD G8473T100 3,989,813 16,609 SH SOLE 0 0 16,609
SUPER MICRO COMPUTER INC COM NEW 86800U302 2,120,613 43,269 SH SOLE 0 0 43,269
SYNCHRONY FINANCIAL COM 87165B103 479,728 7,188 SH SOLE 0 0 7,188
SYNOVUS FINL CORP COM NEW 87161C501 757,569 14,639 SH SOLE 0 0 14,639
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 1,306,046 5,378 SH SOLE 0 0 5,378
TAPESTRY INC COM 876030107 2,086,628 23,763 SH SOLE 0 0 23,763
TD SYNNEX CORPORATION COM 87162W100 1,301,633 9,592 SH SOLE 0 0 9,592
TELEFLEX INCORPORATED COM 879369106 4,009,682 33,877 SH SOLE 0 0 33,877
TESLA INC COM 88160R101 15,384,592 48,431 SH SOLE 0 0 48,431
TETRA TECH INC NEW COM 88162G103 1,185,529 32,968 SH SOLE 0 0 32,968
TEXAS ROADHOUSE INC COM 882681109 2,371,112 12,652 SH SOLE 0 0 12,652
THERMO FISHER SCIENTIFIC INC COM 883556102 307,338 758 SH SOLE 0 0 758
THOR INDS INC COM 885160101 287,301 3,235 SH SOLE 0 0 3,235
TIMKEN CO COM 887389104 1,865,696 25,716 SH SOLE 0 0 25,716
TJX COS INC NEW COM 872540109 1,412,848 11,441 SH SOLE 0 0 11,441
TKO GROUP HOLDINGS INC CL A 87256C101 983,257 5,404 SH SOLE 0 0 5,404
TOLL BROTHERS INC COM 889478103 327,325 2,868 SH SOLE 0 0 2,868
TORO CO COM 891092108 215,149 3,044 SH SOLE 0 0 3,044
TPG INC COM CL A 872657101 782,081 14,911 SH SOLE 0 0 14,911
TRANE TECHNOLOGIES PLC SHS G8994E103 1,583,862 3,621 SH SOLE 0 0 3,621
TRANSUNION COM 89400J107 2,943,688 33,451 SH SOLE 0 0 33,451
TRAVEL PLUS LEISURE CO COM 894164102 1,826,684 35,394 SH SOLE 0 0 35,394
TRAVELERS COMPANIES INC COM 89417E109 2,227,003 8,324 SH SOLE 0 0 8,324
TWILIO INC CL A 90138F102 1,168,487 9,396 SH SOLE 0 0 9,396
UGI CORP NEW COM 902681105 1,056,690 29,014 SH SOLE 0 0 29,014
UIPATH INC CL A 90364P105 1,036,339 80,964 SH SOLE 0 0 80,964
ULTA BEAUTY INC COM 90384S303 1,226,157 2,621 SH SOLE 0 0 2,621
UNITED AIRLS HLDGS INC COM 910047109 544,431 6,837 SH SOLE 0 0 6,837
UNITEDHEALTH GROUP INC COM 91324P102 986,449 3,162 SH SOLE 0 0 3,162
UNITY SOFTWARE INC COM 91332U101 709,327 29,311 SH SOLE 0 0 29,311
UNUM GROUP COM 91529Y106 1,948,415 24,126 SH SOLE 0 0 24,126
US BANCORP DEL COM NEW 902973304 3,697,422 81,711 SH SOLE 0 0 81,711
US FOODS HLDG CORP COM 912008109 2,189,241 28,428 SH SOLE 0 0 28,428
V F CORP COM 918204108 158,049 13,451 SH SOLE 0 0 13,451
VALERO ENERGY CORP COM 91913Y100 1,600,673 11,908 SH SOLE 0 0 11,908
VEEVA SYS INC CL A COM 922475108 3,040,206 10,557 SH SOLE 0 0 10,557
VENTAS INC COM 92276F100 1,577,677 24,983 SH SOLE 0 0 24,983
VERISIGN INC COM 92343E102 1,361,981 4,716 SH SOLE 0 0 4,716
VERIZON COMMUNICATIONS INC COM 92343V104 888,678 20,538 SH SOLE 0 0 20,538
VESTIS CORPORATION COM SHS 29430C102 116,600 20,349 SH SOLE 0 0 20,349
VICI PPTYS INC COM 925652109 1,905,079 58,438 SH SOLE 0 0 58,438
VIPER ENERGY INC CL A 927959106 1,418,551 37,203 SH SOLE 0 0 37,203
WALGREENS BOOTS ALLIANCE INC COM 931427108 1,640,755 142,923 SH SOLE 0 0 142,923
WASTE MGMT INC DEL COM 94106L109 808,192 3,532 SH SOLE 0 0 3,532
WATERS CORP COM 941848103 1,529,144 4,381 SH SOLE 0 0 4,381
WAYFAIR INC CL A 94419L101 1,200,153 23,468 SH SOLE 0 0 23,468
WELLS FARGO CO NEW COM 949746101 2,642,918 32,987 SH SOLE 0 0 32,987
WESCO INTL INC COM 95082P105 1,291,955 6,976 SH SOLE 0 0 6,976
WESTERN DIGITAL CORP COM 958102105 2,052,927 32,082 SH SOLE 0 0 32,082
WESTERN UN CO COM 959802109 1,433,622 170,264 SH SOLE 0 0 170,264
WHIRLPOOL CORP COM 963320106 970,894 9,573 SH SOLE 0 0 9,573
WORKDAY INC CL A 98138H101 1,514,880 6,312 SH SOLE 0 0 6,312
WYNDHAM HOTELS & RESORTS INC COM 98311A105 1,471,444 18,119 SH SOLE 0 0 18,119
WYNN RESORTS LTD COM 983134107 2,264,098 24,171 SH SOLE 0 0 24,171
XYLEM INC COM 98419M100 3,057,424 23,635 SH SOLE 0 0 23,635
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 666,675 2,162 SH SOLE 0 0 2,162
ZIMMER BIOMET HOLDINGS INC COM 98956P102 291,142 3,192 SH SOLE 0 0 3,192
ZIONS BANCORPORATION N A COM 989701107 304,213 5,857 SH SOLE 0 0 5,857
ZOOM COMMUNICATIONS INC CL A 98980L101 2,209,721 28,337 SH SOLE 0 0 28,337
ZSCALER INC COM 98980G102 3,184,293 10,143 SH SOLE 0 0 10,143