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
3M CO COM 88579Y101 680,056 4,467 SH SOLE 4,467 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 2,375,278 7,947 SH SOLE 7,947 0 0
ACI WORLDWIDE INC COM 004498101 14,737 321 SH SOLE 321 0 0
ACV AUCTIONS INC COM CL A 00091G104 87,117 5,371 SH SOLE 5,371 0 0
ADOBE INC COM 00724F101 400,807 1,036 SH SOLE 1,036 0 0
ADT INC DEL COM 00090Q103 1,414,794 167,036 SH SOLE 167,036 0 0
AGCO CORP COM 001084102 817,336 7,923 SH SOLE 7,923 0 0
AIR LEASE CORP CL A 00912X302 21,290 364 SH SOLE 364 0 0
AIRBNB INC COM CL A 009066101 1,119,067 8,456 SH SOLE 8,456 0 0
ALBEMARLE CORP COM 012653101 1,431,445 22,841 SH SOLE 22,841 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 214,113 2,948 SH SOLE 2,948 0 0
ALKERMES PLC SHS G01767105 462,051 16,150 SH SOLE 16,150 0 0
ALPHABET INC CAP STK CL C 02079K107 3,227,078 18,192 SH SOLE 18,192 0 0
AMAZON COM INC COM 023135106 1,956,520 8,918 SH SOLE 8,918 0 0
AMBARELLA INC SHS G037AX101 11,693 177 SH SOLE 177 0 0
AMDOCS LTD SHS G02602103 53,557 587 SH SOLE 587 0 0
AMERICAN FINL GROUP INC OHIO COM 025932104 19,183 152 SH SOLE 152 0 0
AMEREN CORP COM 023608102 268,239 2,793 SH SOLE 2,793 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 404,346 36,038 SH SOLE 36,038 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 769,417 5,531 SH SOLE 5,531 0 0
AMGEN INC COM 031162100 652,513 2,337 SH SOLE 2,337 0 0
ANALOG DEVICES INC COM 032654105 142,335 598 SH SOLE 598 0 0
ANTERO RESOURCES CORP COM 03674X106 532,058 13,209 SH SOLE 13,209 0 0
AON PLC SHS CL A G0403H108 177,309 497 SH SOLE 497 0 0
APA CORPORATION COM 03743Q108 2,672,827 146,136 SH SOLE 146,136 0 0
APPLE INC COM 037833100 1,673,366 8,156 SH SOLE 8,156 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105 718,735 3,092 SH SOLE 3,092 0 0
APPLOVIN CORP COM CL A 03831W108 252,057 720 SH SOLE 720 0 0
ARCH CAP GROUP LTD ORD G0450A105 73,204 804 SH SOLE 804 0 0
ARROWHEAD PHARMACEUTICALS IN COM 04280A100 2,181,679 138,081 SH SOLE 138,081 0 0
GALLAGHER ARTHUR J & CO COM 363576109 720,590 2,251 SH SOLE 2,251 0 0
ASANA INC CL A 04342Y104 1,165,212 86,312 SH SOLE 86,312 0 0
ASHLAND INC COM 044186104 854 17 SH SOLE 17 0 0
AT&T INC COM 00206R102 2,187,516 75,588 SH SOLE 75,588 0 0
ATLASSIAN CORPORATION CL A 049468101 1,917,169 9,440 SH SOLE 9,440 0 0
AVANTOR INC COM 05352A100 1,889,407 140,372 SH SOLE 140,372 0 0
AVEPOINT INC COM CL A 053604104 626,107 32,424 SH SOLE 32,424 0 0
AVIDXCHANGE HOLDINGS INC COM 05368X102 1,447,431 147,848 SH SOLE 147,848 0 0
AVIS BUDGET GROUP COM 053774105 368,867 2,182 SH SOLE 2,182 0 0
AVISTA CORP COM 05379B107 700,101 18,448 SH SOLE 18,448 0 0
BALL CORP COM 058498106 475,979 8,486 SH SOLE 8,486 0 0
BANK NEW YORK MELLON CORP COM 064058100 1,822 20 SH SOLE 20 0 0
BANK AMERICA CORP COM 060505104 1,080,031 22,824 SH SOLE 22,824 0 0
BECTON DICKINSON & CO COM 075887109 1,920,587 11,150 SH SOLE 11,150 0 0
BIOCRYST PHARMACEUTICALS INC COM 09058V103 809,661 90,364 SH SOLE 90,364 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 288,812 5,254 SH SOLE 5,254 0 0
BLACK HILLS CORP COM 092113109 87,964 1,568 SH SOLE 1,568 0 0
BLOCK INC CL A 852234103 431,015 6,345 SH SOLE 6,345 0 0
BLOOM ENERGY CORP COM CL A 093712107 1,926,875 80,555 SH SOLE 80,555 0 0
BOEING CO COM 097023105 449,232 2,144 SH SOLE 2,144 0 0
BORGWARNER INC COM 099724106 3,024,817 90,347 SH SOLE 90,347 0 0
BOSTON SCIENTIFIC CORP COM 101137107 793,974 7,392 SH SOLE 7,392 0 0
BRINKER INTL INC COM 109641100 2,717,573 15,070 SH SOLE 15,070 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 656,716 14,187 SH SOLE 14,187 0 0
BROADCOM INC COM 11135F101 355,312 1,289 SH SOLE 1,289 0 0
BURFORD CAP LTD ORD SHS G17977110 502,722 35,254 SH SOLE 35,254 0 0
BXP INC COM 101121101 400,501 5,936 SH SOLE 5,936 0 0
CADENCE BANK COM 12740C103 2,955,847 92,428 SH SOLE 92,428 0 0
CAPITAL ONE FINL CORP COM 14040H105 315,523 1,483 SH SOLE 1,483 0 0
CARETRUST REIT INC COM 14174T107 94,033 3,073 SH SOLE 3,073 0 0
CARMAX INC COM 143130102 1,489,373 22,160 SH SOLE 22,160 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 396,604 14,104 SH SOLE 14,104 0 0
CATALYST PHARMACEUTICALS INC COM 14888U101 2,726,105 125,627 SH SOLE 125,627 0 0
CENTENE CORP DEL COM 15135B101 928,296 17,102 SH SOLE 17,102 0 0
CG ONCOLOGY INC COM 156944100 409,708 15,758 SH SOLE 15,758 0 0
CHARLES RIV LABS INTL INC COM 159864107 29,132 192 SH SOLE 192 0 0
CHEVRON CORP NEW COM 166764100 1,889,535 13,196 SH SOLE 13,196 0 0
CHORD ENERGY CORPORATION COM NEW 674215207 1,118,326 11,547 SH SOLE 11,547 0 0
CINEMARK HLDGS INC COM 17243V102 170,486 5,649 SH SOLE 5,649 0 0
CIRRUS LOGIC INC COM 172755100 181,924 1,745 SH SOLE 1,745 0 0
CITIGROUP INC COM NEW 172967424 1,096,345 12,880 SH SOLE 12,880 0 0
CLEARWAY ENERGY INC CL C 18539C204 627,648 19,614 SH SOLE 19,614 0 0
CNA FINL CORP COM 126117100 17,402 374 SH SOLE 374 0 0
CNH INDL N V SHS N20944109 2,604,998 201,003 SH SOLE 201,003 0 0
COCA COLA CO COM 191216100 1,893,128 26,758 SH SOLE 26,758 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104 400,828 4,323 SH SOLE 4,323 0 0
COEUR MNG INC COM NEW 192108504 1,408,793 159,006 SH SOLE 159,006 0 0
COGNEX CORP COM 192422103 697,586 21,992 SH SOLE 21,992 0 0
COLGATE PALMOLIVE CO COM 194162103 1,122,069 12,344 SH SOLE 12,344 0 0
COLUMBIA SPORTSWEAR CO COM 198516106 1,856,037 30,387 SH SOLE 30,387 0 0
COMCAST CORP NEW CL A 20030N101 2,696,308 75,548 SH SOLE 75,548 0 0
CONFLUENT INC CLASS A COM 20717M103 1,429,785 57,352 SH SOLE 57,352 0 0
CONSOLIDATED EDISON INC COM 209115104 2,534,238 25,254 SH SOLE 25,254 0 0
COPART INC COM 217204106 759,211 15,472 SH SOLE 15,472 0 0
CORCEPT THERAPEUTICS INC COM 218352102 104,154 1,419 SH SOLE 1,419 0 0
COSTAR GROUP INC COM 22160N109 462,460 5,752 SH SOLE 5,752 0 0
COUPANG INC CL A 22266T109 1,090,783 36,408 SH SOLE 36,408 0 0
CRINETICS PHARMACEUTICALS IN COM 22663K107 5,061 176 SH SOLE 176 0 0
CROWN HLDGS INC COM 228368106 63,538 617 SH SOLE 617 0 0
CUBESMART COM 229663109 782,087 18,630 SH SOLE 18,630 0 0
CVR ENERGY INC COM 12662P108 661,020 24,619 SH SOLE 24,619 0 0
CVS HEALTH CORP COM 126650100 86,500 1,254 SH SOLE 1,254 0 0
DANA INC COM 235825205 296,557 17,292 SH SOLE 17,292 0 0
DECKERS OUTDOOR CORP COM 243537107 1,432,054 13,894 SH SOLE 13,894 0 0
DOUBLEVERIFY HLDGS INC COM 25862V105 195,418 13,054 SH SOLE 13,054 0 0
DOW INC COM 260557103 444,546 16,788 SH SOLE 16,788 0 0
DOXIMITY INC CL A 26622P107 576,964 9,406 SH SOLE 9,406 0 0
DRAFTKINGS INC NEW COM CL A 26142V105 1,126,934 26,275 SH SOLE 26,275 0 0
DRIVEN BRANDS HLDGS INC COM 26210V102 1,281 73 SH SOLE 73 0 0
DROPBOX INC CL A 26210C104 30,001 1,049 SH SOLE 1,049 0 0
DUN & BRADSTREET HLDGS INC COM 26484T106 2,408,295 264,939 SH SOLE 264,939 0 0
EATON CORP PLC SHS G29183103 711,481 1,993 SH SOLE 1,993 0 0
ECHOSTAR CORP CL A 278768106 565,301 20,408 SH SOLE 20,408 0 0
ENTERGY CORP NEW COM 29364G103 1,660,405 19,976 SH SOLE 19,976 0 0
EOG RES INC COM 26875P101 1,123,735 9,395 SH SOLE 9,395 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 542,757 8,801 SH SOLE 8,801 0 0
ESSENT GROUP LTD COM G3198U102 1,054,029 17,356 SH SOLE 17,356 0 0
ETSY INC COM 29786A106 308,484 6,150 SH SOLE 6,150 0 0
EVERSOURCE ENERGY COM 30040W108 26,338 414 SH SOLE 414 0 0
EXACT SCIENCES CORP COM 30063P105 401,525 7,556 SH SOLE 7,556 0 0
EXELIXIS INC COM 30161Q104 565,482 12,830 SH SOLE 12,830 0 0
EXELON CORP COM 30161N101 1,131,351 26,056 SH SOLE 26,056 0 0
EXLSERVICE HOLDINGS INC COM 302081104 626,197 14,300 SH SOLE 14,300 0 0
EXPEDIA GROUP INC COM NEW 30212P303 314,925 1,867 SH SOLE 1,867 0 0
EXPEDITORS INTL WASH INC COM 302130109 768,217 6,724 SH SOLE 6,724 0 0
FEDEX CORP COM 31428X106 398,474 1,753 SH SOLE 1,753 0 0
FIDELITY NATIONAL FINANCIAL COM SHS 31620R303 705,683 12,588 SH SOLE 12,588 0 0
FIRST SOLAR INC COM 336433107 799,227 4,828 SH SOLE 4,828 0 0
FIRSTENERGY CORP COM 337932107 769,127 19,104 SH SOLE 19,104 0 0
FISERV INC COM 337738108 963,427 5,588 SH SOLE 5,588 0 0
FIVE BELOW INC COM 33829M101 477,888 3,643 SH SOLE 3,643 0 0
FLOWSERVE CORP COM 34354P105 277,402 5,299 SH SOLE 5,299 0 0
FMC CORP COM NEW 302491303 1,072,265 25,683 SH SOLE 25,683 0 0
FOOT LOCKER INC COM 344849104 324,257 13,235 SH SOLE 13,235 0 0
FORD MTR CO COM 345370860 3,818,570 351,942 SH SOLE 351,942 0 0
FORTUNE BRANDS INNOVATIONS I COM 34964C106 1,116,086 21,680 SH SOLE 21,680 0 0
FRANKLIN RESOURCES INC COM 354613101 3,315 139 SH SOLE 139 0 0
FRESHWORKS INC CLASS A COM 358054104 2,412,452 161,801 SH SOLE 161,801 0 0
FRONTIER COMMUNICATIONS PARE COM 35909D109 766,729 21,064 SH SOLE 21,064 0 0
FRONTLINE PLC COM M46528101 1,997,704 121,737 SH SOLE 121,737 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 311,635 6,676 SH SOLE 6,676 0 0
GARMIN LTD SHS H2906T109 353,154 1,692 SH SOLE 1,692 0 0
GCM GROSVENOR INC COM CL A 36831E108 698,258 60,403 SH SOLE 60,403 0 0
GE VERNOVA INC COM 36828A101 857,223 1,620 SH SOLE 1,620 0 0
GENERAL DYNAMICS CORP COM 369550108 302,743 1,038 SH SOLE 1,038 0 0
GE AEROSPACE COM NEW 369604301 2,831 11 SH SOLE 11 0 0
GENERAL MTRS CO COM 37045V100 1,144,230 23,252 SH SOLE 23,252 0 0
GENPACT LIMITED SHS G3922B107 229,204 5,208 SH SOLE 5,208 0 0
GEO GROUP INC NEW COM 36162J106 920,709 38,443 SH SOLE 38,443 0 0
GITLAB INC CLASS A COM 37637K108 1,217 27 SH SOLE 27 0 0
GLOBAL BUSINESS TRAVEL GROUP COM CL A 37890B100 257,040 40,800 SH SOLE 40,800 0 0
GLOBUS MED INC CL A 379577208 313,691 5,315 SH SOLE 5,315 0 0
GODADDY INC CL A 380237107 470,316 2,612 SH SOLE 2,612 0 0
GOLAR LNG LTD SHS G9456A100 400,160 9,715 SH SOLE 9,715 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 6,489 308 SH SOLE 308 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101 318,108 6,532 SH SOLE 6,532 0 0
BLOCK H & R INC COM 093671105 1,004,047 18,292 SH SOLE 18,292 0 0
HA SUSTAINABLE INFRA CAP INC COM 41068X100 7,413 276 SH SOLE 276 0 0
HALLIBURTON CO COM 406216101 1,130,702 55,481 SH SOLE 55,481 0 0
HALOZYME THERAPEUTICS INC COM 40637H109 1,252,277 24,073 SH SOLE 24,073 0 0
HASBRO INC COM 418056107 283,099 3,835 SH SOLE 3,835 0 0
HAYWARD HLDGS INC COM 421298100 209,263 15,164 SH SOLE 15,164 0 0
HEALTHCARE RLTY TR CL A COM 42226K105 708,497 44,672 SH SOLE 44,672 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103 11,504 657 SH SOLE 657 0 0
HECLA MNG CO COM 422704106 1,925,096 321,385 SH SOLE 321,385 0 0
HERSHEY CO COM 427866108 400,271 2,412 SH SOLE 2,412 0 0
HESS CORP COM 42809H107 1,361,155 9,825 SH SOLE 9,825 0 0
HEXCEL CORP NEW COM 428291108 62,816 1,112 SH SOLE 1,112 0 0
HIMS & HERS HEALTH INC COM CL A 433000106 2,838,708 56,945 SH SOLE 56,945 0 0
HYATT HOTELS CORP COM CL A 448579102 449,254 3,217 SH SOLE 3,217 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 192,196 652 SH SOLE 652 0 0
INDEPENDENCE RLTY TR INC COM 45378A106 581,417 32,867 SH SOLE 32,867 0 0
INSMED INC COM PAR $.01 457669307 1,736,643 17,256 SH SOLE 17,256 0 0
INSPIRE MED SYS INC COM 457730109 4,152 32 SH SOLE 32 0 0
INTAPP INC COM 45827U109 90,593 1,755 SH SOLE 1,755 0 0
INTEL CORP COM 458140100 1,489,219 66,483 SH SOLE 66,483 0 0
INTERPUBLIC GROUP COS INC COM 460690100 913,593 37,320 SH SOLE 37,320 0 0
INTERNATIONAL PAPER CO COM 460146103 336,052 7,176 SH SOLE 7,176 0 0
INVESCO LTD SHS G491BT108 94,036 5,963 SH SOLE 5,963 0 0
IQVIA HLDGS INC COM 46266C105 168,148 1,067 SH SOLE 1,067 0 0
JACOBS SOLUTIONS INC COM 46982L108 125,271 953 SH SOLE 953 0 0
JOHNSON & JOHNSON COM 478160104 1,674,751 10,964 SH SOLE 10,964 0 0
JPMORGAN CHASE & CO. COM 46625H100 480,380 1,657 SH SOLE 1,657 0 0
KBR INC COM 48242W106 352,263 7,348 SH SOLE 7,348 0 0
KEMPER CORP COM 488401100 68,864 1,067 SH SOLE 1,067 0 0
KENVUE INC COM 49177J102 2,096,348 100,160 SH SOLE 100,160 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 792,754 4,838 SH SOLE 4,838 0 0
KIMCO RLTY CORP COM 49446R109 215,980 10,275 SH SOLE 10,275 0 0
KINETIK HOLDINGS INC COM NEW CL A 02215L209 443,451 10,067 SH SOLE 10,067 0 0
KITE RLTY GROUP TR COM NEW 49803T300 19,207 848 SH SOLE 848 0 0
KNIFE RIVER CORP COMMON STOCK 498894104 397,586 4,870 SH SOLE 4,870 0 0
KYMERA THERAPEUTICS INC COM 501575104 894,576 20,499 SH SOLE 20,499 0 0
KYNDRYL HLDGS INC COMMON STOCK 50155Q100 1,469,061 35,011 SH SOLE 35,011 0 0
LABCORP HOLDINGS INC COM SHS 504922105 1,200,195 4,572 SH SOLE 4,572 0 0
LAS VEGAS SANDS CORP COM 517834107 135,403 3,112 SH SOLE 3,112 0 0
LEIDOS HOLDINGS INC COM 525327102 319,937 2,028 SH SOLE 2,028 0 0
LIBERTY GLOBAL LTD COM CL A G61188101 965,134 96,417 SH SOLE 96,417 0 0
LIFESTANCE HEALTH GROUP INC COM 53228F101 256,338 49,582 SH SOLE 49,582 0 0
LIGHT & WONDER INC COM 80874P109 400,537 4,161 SH SOLE 4,161 0 0
LINDE PLC SHS G54950103 1,918,477 4,089 SH SOLE 4,089 0 0
LOEWS CORP COM 540424108 4,949 54 SH SOLE 54 0 0
LPL FINL HLDGS INC COM 50212V100 152,987 408 SH SOLE 408 0 0
LULULEMON ATHLETICA INC COM 550021109 208,595 878 SH SOLE 878 0 0
LYFT INC CL A COM 55087P104 429,775 27,270 SH SOLE 27,270 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 1,521,255 26,292 SH SOLE 26,292 0 0
MAREX GROUP PLC ORD G5S37H101 1,125,684 28,520 SH SOLE 28,520 0 0
MARSH & MCLENNAN COS INC COM 571748102 767,426 3,510 SH SOLE 3,510 0 0
MARVELL TECHNOLOGY INC COM 573874104 2,955,906 38,190 SH SOLE 38,190 0 0
MASCO CORP COM 574599106 939,012 14,590 SH SOLE 14,590 0 0
MCCORMICK & CO INC COM NON VTG 579780206 400,405 5,281 SH SOLE 5,281 0 0
MCDONALDS CORP COM 580135101 114,822 393 SH SOLE 393 0 0
MEDTRONIC PLC SHS G5960L103 719,239 8,251 SH SOLE 8,251 0 0
MERCK & CO INC COM 58933Y105 769,276 9,718 SH SOLE 9,718 0 0
MERCURY SYS INC COM 589378108 2,727,039 50,632 SH SOLE 50,632 0 0
MERIT MED SYS INC COM 589889104 161,626 1,729 SH SOLE 1,729 0 0
MGM RESORTS INTERNATIONAL COM 552953101 1,489,499 43,312 SH SOLE 43,312 0 0
MICRON TECHNOLOGY INC COM 595112103 3,805,343 30,875 SH SOLE 30,875 0 0
MIDDLEBY CORP COM 596278101 1,113,408 7,732 SH SOLE 7,732 0 0
MIRION TECHNOLOGIES INC COM CL A 60471A101 2,846,007 132,188 SH SOLE 132,188 0 0
MISTER CAR WASH INC COM 60646V105 358,316 59,620 SH SOLE 59,620 0 0
MOELIS & CO CL A 60786M105 75,157 1,206 SH SOLE 1,206 0 0
MOHAWK INDS INC COM 608190104 177,074 1,689 SH SOLE 1,689 0 0
MOLINA HEALTHCARE INC COM 60855R100 240,703 808 SH SOLE 808 0 0
MOLSON COORS BEVERAGE CO CL B 60871R209 407,562 8,475 SH SOLE 8,475 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 448,565 7,161 SH SOLE 7,161 0 0
MOODYS CORP COM 615369105 1,926,105 3,840 SH SOLE 3,840 0 0
MORGAN STANLEY COM NEW 617446448 1,469,169 10,430 SH SOLE 10,430 0 0
MOSAIC CO NEW COM 61945C103 398,981 10,937 SH SOLE 10,937 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 1,924,024 4,576 SH SOLE 4,576 0 0
MUELLER WTR PRODS INC COM SER A 624758108 220,542 9,174 SH SOLE 9,174 0 0
NEWELL BRANDS INC COM 651229106 369,019 68,337 SH SOLE 68,337 0 0
NEWMONT CORP COM 651639106 3,333,404 57,216 SH SOLE 57,216 0 0
NIKE INC CL B 654106103 963,018 13,556 SH SOLE 13,556 0 0
NORTHERN TR CORP COM 665859104 703,050 5,545 SH SOLE 5,545 0 0
NOV INC COM 62955J103 1,660,846 133,616 SH SOLE 133,616 0 0
NVIDIA CORPORATION COM 67066G104 3,809,454 24,112 SH SOLE 24,112 0 0
O-I GLASS INC COM 67098H104 51,472 3,492 SH SOLE 3,492 0 0
OLD REP INTL CORP COM 680223104 56,583 1,472 SH SOLE 1,472 0 0
OMNICOM GROUP INC COM 681919106 991,117 13,777 SH SOLE 13,777 0 0
ONEOK INC NEW COM 682680103 768,954 9,420 SH SOLE 9,420 0 0
OPTION CARE HEALTH INC COM NEW 68404L201 603,543 18,582 SH SOLE 18,582 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 938,613 10,414 SH SOLE 10,414 0 0
ORGANON & CO COMMON STOCK 68622V106 1,259,716 130,136 SH SOLE 130,136 0 0
ORMAT TECHNOLOGIES INC COM 686688102 90,125 1,076 SH SOLE 1,076 0 0
OSCAR HEALTH INC CL A 687793109 1,901,299 88,680 SH SOLE 88,680 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 3,341,612 24,513 SH SOLE 24,513 0 0
PARSONS CORP DEL COM 70202L102 590,092 8,222 SH SOLE 8,222 0 0
PATTERSON-UTI ENERGY INC COM 703481101 1,059,003 178,584 SH SOLE 178,584 0 0
PAYCHEX INC COM 704326107 1,805,304 12,411 SH SOLE 12,411 0 0
PAYCOM SOFTWARE INC COM 70432V102 131,435 568 SH SOLE 568 0 0
PAYONEER GLOBAL INC COM 70451X104 806,190 117,692 SH SOLE 117,692 0 0
PAYPAL HLDGS INC COM 70450Y103 18,728 252 SH SOLE 252 0 0
PEGASYSTEMS INC COM 705573103 400,394 7,401 SH SOLE 7,401 0 0
PENN ENTERTAINMENT INC COM 707569109 390,280 21,840 SH SOLE 21,840 0 0
PEPSICO INC COM 713448108 944,482 7,153 SH SOLE 7,153 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105 1,927,366 141,510 SH SOLE 141,510 0 0
PFIZER INC COM 717081103 2,939,924 121,284 SH SOLE 121,284 0 0
PHILIP MORRIS INTL INC COM 718172109 768,588 4,220 SH SOLE 4,220 0 0
PHILLIPS 66 COM 718546104 2,683,534 22,494 SH SOLE 22,494 0 0
PHILLIPS EDISON & CO INC COMMON STOCK 71844V201 583,564 16,659 SH SOLE 16,659 0 0
PILGRIMS PRIDE CORP COM 72147K108 1,045,515 23,244 SH SOLE 23,244 0 0
POST HLDGS INC COM 737446104 96,600 886 SH SOLE 886 0 0
POTLATCHDELTIC CORPORATION COM 737630103 331,440 8,638 SH SOLE 8,638 0 0
PRIVIA HEALTH GROUP INC COM 74276R102 1,553,098 67,526 SH SOLE 67,526 0 0
PROCEPT BIOROBOTICS CORP COM 74276L105 244,108 4,238 SH SOLE 4,238 0 0
PRUDENTIAL FINL INC COM 744320102 2,203,379 20,508 SH SOLE 20,508 0 0
PTC THERAPEUTICS INC COM 69366J200 1,126,592 23,067 SH SOLE 23,067 0 0
QUEST DIAGNOSTICS INC COM 74834L100 881,983 4,910 SH SOLE 4,910 0 0
RADIAN GROUP INC COM 750236101 638,382 17,723 SH SOLE 17,723 0 0
RADNET INC COM 750491102 87,584 1,539 SH SOLE 1,539 0 0
RALPH LAUREN CORP CL A 751212101 771,275 2,812 SH SOLE 2,812 0 0
RAMBUS INC DEL COM 750917106 623,554 9,740 SH SOLE 9,740 0 0
RAYMOND JAMES FINL INC COM 754730109 107,314 702 SH SOLE 702 0 0
RB GLOBAL INC COM 74935Q107 450,670 4,244 SH SOLE 4,244 0 0
REVOLUTION MEDICINES INC COM 76155X100 1,137,178 30,910 SH SOLE 30,910 0 0
RINGCENTRAL INC CL A 76680R206 22,027 777 SH SOLE 777 0 0
RITHM CAPITAL CORP COM NEW 64828T201 196,028 17,363 SH SOLE 17,363 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103 2,835,290 206,353 SH SOLE 206,353 0 0
ROBLOX CORP CL A 771049103 6,206 59 SH SOLE 59 0 0
ROIVANT SCIENCES LTD SHS G76279101 811,778 72,030 SH SOLE 72,030 0 0
ROSS STORES INC COM 778296103 1,121,683 8,792 SH SOLE 8,792 0 0
RTX CORPORATION COM 75513E101 2,419,259 16,568 SH SOLE 16,568 0 0
RUSH STREET INTERACTIVE INC COM 782011100 9,506 638 SH SOLE 638 0 0
SABRA HEALTH CARE REIT INC COM 78573L106 368,523 19,985 SH SOLE 19,985 0 0
SCHLUMBERGER LTD COM STK 806857108 3,809,598 112,710 SH SOLE 112,710 0 0
SERVICE CORP INTL COM 817565104 33,699 414 SH SOLE 414 0 0
SILGAN HLDGS INC COM 827048109 202,849 3,744 SH SOLE 3,744 0 0
SNOWFLAKE INC CL A 833445109 873,598 3,904 SH SOLE 3,904 0 0
SONOCO PRODS CO COM 835495102 1,524 35 SH SOLE 35 0 0
SOUTHSTATE CORPORATION COM 840441109 478,556 5,200 SH SOLE 5,200 0 0
SOUTHWEST AIRLS CO COM 844741108 1,782,837 54,958 SH SOLE 54,958 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 400,842 10,507 SH SOLE 10,507 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 640,209 7,732 SH SOLE 7,732 0 0
STANLEY BLACK & DECKER INC COM 854502101 286,176 4,224 SH SOLE 4,224 0 0
STARBUCKS CORP COM 855244109 1,884,462 20,566 SH SOLE 20,566 0 0
STATE STR CORP COM 857477103 2,222,036 21,046 SH SOLE 21,046 0 0
STEPSTONE GROUP INC COM CL A 85914M107 399,211 7,193 SH SOLE 7,193 0 0
STERLING INFRASTRUCTURE INC COM 859241101 475,765 2,062 SH SOLE 2,062 0 0
STRYKER CORPORATION COM 863667101 382,969 968 SH SOLE 968 0 0
SUMMIT THERAPEUTICS INC COM 86627T108 854,796 40,169 SH SOLE 40,169 0 0
SYNCHRONY FINANCIAL COM 87165B103 639,903 9,588 SH SOLE 9,588 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 1,921,672 7,913 SH SOLE 7,913 0 0
TANGER INC COM 875465106 40,120 1,312 SH SOLE 1,312 0 0
TARGET CORP COM 87612E106 1,641,536 16,640 SH SOLE 16,640 0 0
TAYLOR MORRISON HOME CORP COM 87724P106 2,510,358 40,872 SH SOLE 40,872 0 0
TE CONNECTIVITY PLC ORD SHS G87052109 30,360 180 SH SOLE 180 0 0
TERADATA CORP DEL COM 88076W103 89,663 4,019 SH SOLE 4,019 0 0
TERADYNE INC COM 880770102 399,784 4,446 SH SOLE 4,446 0 0
THE CAMPBELLS COMPANY COM 134429109 399,461 13,033 SH SOLE 13,033 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 367,752 907 SH SOLE 907 0 0
TIDEWATER INC NEW COM 88642R109 2,909,926 63,081 SH SOLE 63,081 0 0
TJX COS INC NEW COM 872540109 769,095 6,228 SH SOLE 6,228 0 0
TOAST INC CL A 888787108 2,954,497 66,708 SH SOLE 66,708 0 0
TRAVEL PLUS LEISURE CO COM 894164102 1,401,727 27,160 SH SOLE 27,160 0 0
TRI POINTE HOMES INC COM 87265H109 180,453 5,648 SH SOLE 5,648 0 0
TRIUMPH GROUP INC NEW COM 896818101 1,855,648 72,064 SH SOLE 72,064 0 0
TTM TECHNOLOGIES INC COM 87305R109 262,064 6,420 SH SOLE 6,420 0 0
TUTOR PERINI CORP COM 901109108 2,490,380 53,236 SH SOLE 53,236 0 0
TYSON FOODS INC CL A 902494103 480,077 8,582 SH SOLE 8,582 0 0
UFP INDUSTRIES INC COM 90278Q108 1,192 12 SH SOLE 12 0 0
UGI CORP NEW COM 902681105 371,119 10,190 SH SOLE 10,190 0 0
UIPATH INC CL A 90364P105 1,899,123 148,369 SH SOLE 148,369 0 0
ULTA BEAUTY INC COM 90384S303 400,453 856 SH SOLE 856 0 0
UNDER ARMOUR INC CL A 904311107 44,463 6,510 SH SOLE 6,510 0 0
UNION PAC CORP COM 907818108 638,932 2,777 SH SOLE 2,777 0 0
UNITED AIRLS HLDGS INC COM 910047109 1,223,594 15,366 SH SOLE 15,366 0 0
UNITED PARKS & RESORTS INC COM 81282V100 122,590 2,600 SH SOLE 2,600 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 1,889,756 10,432 SH SOLE 10,432 0 0
URANIUM ENERGY CORP COM 916896103 2,604,134 382,961 SH SOLE 382,961 0 0
URBAN OUTFITTERS INC COM 917047102 312,067 4,302 SH SOLE 4,302 0 0
US BANCORP DEL COM NEW 902973304 1,166,861 25,787 SH SOLE 25,787 0 0
VAIL RESORTS INC COM 91879Q109 1,043,343 6,640 SH SOLE 6,640 0 0
VAXCYTE INC COM 92243G108 788,074 24,241 SH SOLE 24,241 0 0
V F CORP COM 918204108 2,950,190 251,080 SH SOLE 251,080 0 0
VIAVI SOLUTIONS INC COM 925550105 152,691 15,163 SH SOLE 15,163 0 0
VIRTU FINL INC CL A 928254101 22,618 505 SH SOLE 505 0 0
VISA INC COM CL A 92826C839 1,204,684 3,393 SH SOLE 3,393 0 0
WALMART INC COM 931142103 3,173,156 32,452 SH SOLE 32,452 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104 1,499,128 130,814 SH SOLE 130,814 0 0
WASTE CONNECTIONS INC COM 94106B101 206,325 1,105 SH SOLE 1,105 0 0
WAYFAIR INC CL A 94419L101 2,569,017 50,235 SH SOLE 50,235 0 0
WESTERN DIGITAL CORP COM 958102105 639,388 9,992 SH SOLE 9,992 0 0
WESTERN UN CO COM 959802109 1,246,522 148,043 SH SOLE 148,043 0 0
WESTLAKE CORPORATION COM 960413102 403,795 5,318 SH SOLE 5,318 0 0
WORKDAY INC CL A 98138H101 1,574,400 6,560 SH SOLE 6,560 0 0
WYNN RESORTS LTD COM 983134107 47,771 510 SH SOLE 510 0 0
XP INC CL A G98239109 1,444,279 71,499 SH SOLE 71,499 0 0
XPO INC COM 983793100 554,791 4,393 SH SOLE 4,393 0 0
YUM BRANDS INC COM 988498101 400,826 2,705 SH SOLE 2,705 0 0
ZETA GLOBAL HOLDINGS CORP CL A 98956A105 1,824,489 117,785 SH SOLE 117,785 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 265,147 2,907 SH SOLE 2,907 0 0
ZOETIS INC CL A 98978V103 2,469,624 15,836 SH SOLE 15,836 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104 194,142 19,184 SH SOLE 19,184 0 0