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
VALLEY NATL BANCORP COM 919794107 494,064 42,300 SH SOLE 42,300 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 283,376 1,998 SH SOLE 1,998 0 0
ACUITY INC COM 00508Y102 1,259,060 3,497 SH SOLE 3,497 0 0
SHERWIN WILLIAMS CO COM 824348106 737,168 2,275 SH SOLE 2,275 0 0
ANGLOGOLD ASHANTI PLC COM SHS G0378L100 449,937 5,276 SH SOLE 5,276 0 0
BAKER HUGHES COMPANY CL A 05722G100 298,469 6,554 SH SOLE 6,554 0 0
WAYFAIR INC CL A 94419L101 39,361 392 SH SOLE 392 0 0
WALMART INC COM 931142103 2,151,661 19,313 SH SOLE 19,313 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 3,181,752 15,659 SH SOLE 15,659 0 0
GENERAL DYNAMICS CORP COM 369550108 106,721 317 SH SOLE 317 0 0
NETFLIX INC COM 64110L106 770,801 8,221 SH SOLE 8,221 0 0
EVERSOURCE ENERGY COM 30040W108 2,132,206 31,668 SH SOLE 31,668 0 0
RAMACO RES INC COM CL A 75134P600 160,812 8,934 SH SOLE 8,934 0 0
INTEL CORP COM 458140100 371,546 10,069 SH SOLE 10,069 0 0
ATMOS ENERGY CORP COM 049560105 439,023 2,619 SH SOLE 2,619 0 0
ARISTA NETWORKS INC COM SHS 040413205 918,913 7,013 SH SOLE 7,013 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 26,139 299 SH SOLE 299 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 773,122 17,855 SH SOLE 17,855 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 3,674,638 12,092 SH SOLE 12,092 0 0
SPROUTS FMRS MKT INC COM 85208M102 1,604,394 20,138 SH SOLE 20,138 0 0
RECURSION PHARMACEUTICALS IN CL A 75629V104 3,644 891 SH SOLE 891 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 1,909,529 28,732 SH SOLE 28,732 0 0
TRANSOCEAN LTD REGISTERED SHS H8817H100 890,841 215,700 SH SOLE 215,700 0 0
ARES CAPITAL CORP COM 04010L103 913,991 45,180 SH SOLE 45,180 0 0
ABERCROMBIE & FITCH CO CL A 002896207 1,511,447 12,008 SH SOLE 12,008 0 0
CAMDEN PPTY TR SH BEN INT 133131102 108,429 985 SH SOLE 985 0 0
MEDPACE HLDGS INC COM 58506Q109 1,171,602 2,086 SH SOLE 2,086 0 0
INSULET CORP COM 45784P101 641,245 2,256 SH SOLE 2,256 0 0
PINTEREST INC CL A 72352L106 1,228,299 47,443 SH SOLE 47,443 0 0
AON PLC SHS CL A G0403H108 127,037 360 SH SOLE 360 0 0
WINGSTOP INC COM 974155103 371,567 1,558 SH SOLE 1,558 0 0
LEIDOS HOLDINGS INC COM 525327102 292,609 1,622 SH SOLE 1,622 0 0
DOLLAR GEN CORP NEW COM 256677105 1,218,696 9,179 SH SOLE 9,179 0 0
UNITED AIRLS HLDGS INC COM 910047109 229,231 2,050 SH SOLE 2,050 0 0
PULTE GROUP INC COM 745867101 908,530 7,748 SH SOLE 7,748 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 1,377,981 5,357 SH SOLE 5,357 0 0
VICTORIAS SECRET AND CO COMMON STOCK 926400102 108,232 1,998 SH SOLE 1,998 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 330,726 10,303 SH SOLE 10,303 0 0
SYMBOTIC INC CLASS A COM 87151X101 555,968 9,344 SH SOLE 9,344 0 0
GEO GROUP INC NEW COM 36162J106 583,447 36,194 SH SOLE 36,194 0 0
METLIFE INC COM 59156R108 1,538,067 19,484 SH SOLE 19,484 0 0
GSK PLC SPONSORED ADR 37733W204 1,383,713 28,216 SH SOLE 28,216 0 0
VNET GROUP INC SPONSORED ADS A 90138A103 356,970 42,195 SH SOLE 42,195 0 0
DOLLAR TREE INC COM 256746108 328,560 2,671 SH SOLE 2,671 0 0
CELSIUS HLDGS INC COM 15118V207 1,263,842 27,631 SH SOLE 27,631 0 0
KIMCO RLTY CORP COM 49446R109 212,450 10,481 SH SOLE 10,481 0 0
EAGLE MATLS INC COM 26969P108 257,110 1,244 SH SOLE 1,244 0 0
OPENDOOR TECHNOLOGIES INC COM 683712103 207,927 35,665 SH SOLE 35,665 0 0
FORD MTR CO COM 345370860 1,675,896 127,736 SH SOLE 127,736 0 0
BROOKFIELD CORP CL A LTD VT SH 11271J107 1,221,087 26,609 SH SOLE 26,609 0 0
LINDE PLC SHS G54950103 304,869 715 SH SOLE 715 0 0
PTC INC COM 69370C100 2,980,385 17,108 SH SOLE 17,108 0 0
SUN CMNTYS INC COM 866674104 514,227 4,150 SH SOLE 4,150 0 0
MOODYS CORP COM 615369105 812,252 1,590 SH SOLE 1,590 0 0
BHP GROUP LTD SPONSORED ADS 088606108 173,624 2,876 SH SOLE 2,876 0 0
TRANSMEDICS GROUP INC COM 89377M109 252,667 2,077 SH SOLE 2,077 0 0
EXELIXIS INC COM 30161Q104 681,557 15,550 SH SOLE 15,550 0 0
KRAFT HEINZ CO COM 500754106 177,656 7,326 SH SOLE 7,326 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104 102,219 10,051 SH SOLE 10,051 0 0
FOX CORP CL A COM 35137L105 164,481 2,251 SH SOLE 2,251 0 0
THE TRADE DESK INC COM CL A 88339J105 2,143,601 56,470 SH SOLE 56,470 0 0
AUTONATION INC COM 05329W102 291,137 1,410 SH SOLE 1,410 0 0
CONSTELLATION BRANDS INC CL A 21036P108 665,243 4,822 SH SOLE 4,822 0 0
BIO RAD LABS INC CL A 090572207 170,583 563 SH SOLE 563 0 0
CORE SCIENTIFIC INC NEW COM 21874A106 898,832 61,733 SH SOLE 61,733 0 0
DEVON ENERGY CORP NEW COM 25179M103 869,633 23,741 SH SOLE 23,741 0 0
NEWS CORP NEW CL A 65249B109 93,980 3,598 SH SOLE 3,598 0 0
SIX FLAGS ENTERTAINMENT CORP COM 83001C108 1,289,158 84,039 SH SOLE 84,039 0 0
STRIDE INC COM 86333M108 1,975,690 30,428 SH SOLE 30,428 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106 359,182 4,473 SH SOLE 4,473 0 0
FISERV INC COM 337738108 3,739,488 55,672 SH SOLE 55,672 0 0
AIRBNB INC COM CL A 009066101 264,383 1,948 SH SOLE 1,948 0 0
LOCKHEED MARTIN CORP COM 539830109 5,770,667 11,931 SH SOLE 11,931 0 0
CVS HEALTH CORP COM 126650100 41,981 529 SH SOLE 529 0 0
AMER SPORTS INC COM SHS G0260P102 258,462 6,920 SH SOLE 6,920 0 0
WEX INC COM 96208T104 434,426 2,916 SH SOLE 2,916 0 0
EAST WEST BANCORP INC COM 27579R104 76,762 683 SH SOLE 683 0 0
GILEAD SCIENCES INC COM 375558103 943,625 7,688 SH SOLE 7,688 0 0
ELASTIC N V ORD SHS N14506104 376,370 4,989 SH SOLE 4,989 0 0
WELLTOWER INC COM 95040Q104 210,853 1,136 SH SOLE 1,136 0 0
AURORA INNOVATION INC CLASS A COM 051774107 477,489 124,346 SH SOLE 124,346 0 0
VENTAS INC COM 92276F100 216,277 2,795 SH SOLE 2,795 0 0
PRIMO BRANDS CORPORATION CLASS A COM SHS 741623102 1,614,301 98,734 SH SOLE 98,734 0 0
CINTAS CORP COM 172908105 10,344 55 SH SOLE 55 0 0
BELLRING BRANDS INC COMMON STOCK 07831C103 903,661 33,807 SH SOLE 33,807 0 0
MASIMO CORP COM 574795100 392,781 3,020 SH SOLE 3,020 0 0
BLACKROCK INC COM 09290D101 2,494,963 2,331 SH SOLE 2,331 0 0
CLOUDFLARE INC CL A COM 18915M107 467,640 2,372 SH SOLE 2,372 0 0
MP MATERIALS CORP COM CL A 553368101 1,341,811 26,560 SH SOLE 26,560 0 0
AGCO CORP COM 001084102 331,216 3,175 SH SOLE 3,175 0 0
MOLSON COORS BEVERAGE CO CL B 60871R209 486,312 10,418 SH SOLE 10,418 0 0
DUKE ENERGY CORP NEW COM 26441C204 142,293 1,214 SH SOLE 1,214 0 0
LPL FINL HLDGS INC COM 50212V100 387,529 1,085 SH SOLE 1,085 0 0
IQVIA HLDGS INC COM 46266C105 473,136 2,099 SH SOLE 2,099 0 0
BOOT BARN HLDGS INC COM 099406100 75,882 430 SH SOLE 430 0 0
SOUTHSTATE BK CORP COM 84472E102 115,944 1,232 SH SOLE 1,232 0 0
APPLE INC COM 037833100 1,028,446 3,783 SH SOLE 3,783 0 0
ONDAS HLDGS INC COM 68236H204 339,121 34,746 SH SOLE 34,746 0 0
ADOBE INC COM 00724F101 2,558,427 7,310 SH SOLE 7,310 0 0
NORTHROP GRUMMAN CORP COM 666807102 623,810 1,094 SH SOLE 1,094 0 0
DIAGEO PLC SPON ADR 25243Q205 844,497 9,789 SH SOLE 9,789 0 0
XPO INC COM 983793100 738,943 5,437 SH SOLE 5,437 0 0
KB HOME COM 48666K109 1,875,915 33,255 SH SOLE 33,255 0 0
ZETA GLOBAL HOLDINGS CORP CL A 98956A105 1,018,965 50,072 SH SOLE 50,072 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 717,458 7,866 SH SOLE 7,866 0 0
REVVITY INC COM 714046109 422,991 4,372 SH SOLE 4,372 0 0
NOKIA CORP SPONSORED ADR 654902204 2,945,306 455,225 SH SOLE 455,225 0 0
CNH INDL N V SHS N20944109 483,073 52,394 SH SOLE 52,394 0 0
TG THERAPEUTICS INC COM 88322Q108 8,913 299 SH SOLE 299 0 0
IAMGOLD CORP COM 450913108 1,207,777 73,243 SH SOLE 73,243 0 0
RIGETTI COMPUTING INC COMMON STOCK 76655K103 271,315 12,249 SH SOLE 12,249 0 0
HP INC COM 40434L105 1,423,358 63,885 SH SOLE 63,885 0 0
TOAST INC CL A 888787108 744,432 20,964 SH SOLE 20,964 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 811,517 15,358 SH SOLE 15,358 0 0
TOLL BROTHERS INC COM 889478103 564,814 4,177 SH SOLE 4,177 0 0
SOUNDHOUND AI INC CLASS A COM 836100107 955,595 95,847 SH SOLE 95,847 0 0
PATTERSON-UTI ENERGY INC COM 703481101 671,135 109,842 SH SOLE 109,842 0 0
ELI LILLY & CO COM 532457108 1,299,288 1,209 SH SOLE 1,209 0 0
WESTERN ALLIANCE BANCORP COM 957638109 154,941 1,843 SH SOLE 1,843 0 0
DAVE INC CLASS A COM 23834J201 1,022,250 4,617 SH SOLE 4,617 0 0
GENERAL MTRS CO COM 37045V100 2,328,680 28,636 SH SOLE 28,636 0 0
EXELON CORP COM 30161N101 549,016 12,595 SH SOLE 12,595 0 0
WHIRLPOOL CORP COM 963320106 1,066,951 14,790 SH SOLE 14,790 0 0
TRANSDIGM GROUP INC COM 893641100 1,976,157 1,486 SH SOLE 1,486 0 0
FREEPORT-MCMORAN INC CL B 35671D857 3,910,881 77,001 SH SOLE 77,001 0 0
BERKSHIRE HATHAWAY INC DEL CL B 084670702 1,441,600 2,868 SH SOLE 2,868 0 0
NISOURCE INC COM 65473P105 609,947 14,606 SH SOLE 14,606 0 0
FORTINET INC COM 34959E109 1,069,335 13,466 SH SOLE 13,466 0 0
OWENS CORNING NEW COM 690742101 1,174,384 10,494 SH SOLE 10,494 0 0
SOUTHWEST AIRLS CO COM 844741108 106,425 2,575 SH SOLE 2,575 0 0
DATADOG INC CL A COM 23804L103 1,625,624 11,954 SH SOLE 11,954 0 0
PHILLIPS 66 COM 718546104 1,873,403 14,518 SH SOLE 14,518 0 0
ROBLOX CORP CL A 771049103 2,077,852 25,643 SH SOLE 25,643 0 0
MOHAWK INDS INC COM 608190104 21,204 194 SH SOLE 194 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102 202,721 7,815 SH SOLE 7,815 0 0
ROYAL BK CDA COM 780087102 2,086,457 12,238 SH SOLE 12,238 0 0
COMFORT SYS USA INC COM 199908104 197,857 212 SH SOLE 212 0 0
JACOBS SOLUTIONS INC COM 46982L108 2,662,843 20,103 SH SOLE 20,103 0 0
BCE INC COM 05534B760 800,900 33,623 SH SOLE 33,623 0 0
FIRST CTZNS BANCSHARES INC D CL A 31946M103 1,064,505 496 SH SOLE 496 0 0
CLOROX CO DEL COM 189054109 1,728,730 17,145 SH SOLE 17,145 0 0
BIONTECH SE SPONSORED ADS 09075V102 658,213 6,914 SH SOLE 6,914 0 0
3M CO COM 88579Y101 1,461,873 9,131 SH SOLE 9,131 0 0
HSBC HLDGS PLC SPON ADR 404280406 833,666 10,597 SH SOLE 10,597 0 0
OMEGA HEALTHCARE INVS INC COM 681936100 378,043 8,526 SH SOLE 8,526 0 0
F5 INC COM 315616102 241,731 947 SH SOLE 947 0 0
FERRARI N V COM N3167Y103 1,002,616 2,713 SH SOLE 2,713 0 0
CANADIAN IMPERIAL BANK OF CO COM 136069101 362,440 4,000 SH SOLE 4,000 0 0
EXXON MOBIL CORP COM 30231G102 5,249,833 43,625 SH SOLE 43,625 0 0
TTM TECHNOLOGIES INC COM 87305R109 976,902 14,158 SH SOLE 14,158 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 2,189,214 4,493 SH SOLE 4,493 0 0
CLEANSPARK INC COM 18452B209 966,804 95,534 SH SOLE 95,534 0 0
MCDONALDS CORP COM 580135101 778,440 2,547 SH SOLE 2,547 0 0
ZIONS BANCORPORATION N A COM 989701107 145,706 2,489 SH SOLE 2,489 0 0
TYSON FOODS INC CL A 902494103 80,016 1,365 SH SOLE 1,365 0 0
TORO CO COM 891092108 2,023,419 25,704 SH SOLE 25,704 0 0
MICRON TECHNOLOGY INC COM 595112103 1,295,476 4,539 SH SOLE 4,539 0 0
CHEWY INC CL A 16679L109 12,923 391 SH SOLE 391 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 186,714 678 SH SOLE 678 0 0
FORTUNE BRANDS INNOVATIONS I COM 34964C106 610,444 12,204 SH SOLE 12,204 0 0
DISNEY WALT CO COM 254687106 4,069,325 35,768 SH SOLE 35,768 0 0
REGENERON PHARMACEUTICALS COM 75886F107 330,360 428 SH SOLE 428 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 901,386 15,679 SH SOLE 15,679 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 1,912,486 61,278 SH SOLE 61,278 0 0
VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 1,054,475 79,824 SH SOLE 79,824 0 0
EQUINOR ASA SPONSORED ADR 29446M102 108,769 4,603 SH SOLE 4,603 0 0
CONSTELLATION ENERGY CORP COM 21037T109 1,628,575 4,610 SH SOLE 4,610 0 0
TENET HEALTHCARE CORP COM 88033G407 2,053,771 10,335 SH SOLE 10,335 0 0
PNC FINL SVCS GROUP INC COM 693475105 431,236 2,066 SH SOLE 2,066 0 0
F N B CORP COM 302520101 223,172 13,051 SH SOLE 13,051 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 508,167 3,894 SH SOLE 3,894 0 0
S&P GLOBAL INC COM 78409V104 2,547,626 4,875 SH SOLE 4,875 0 0
HECLA MNG CO COM 422704106 1,302,943 67,897 SH SOLE 67,897 0 0
SYNOPSYS INC COM 871607107 2,720,618 5,792 SH SOLE 5,792 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 118,500 298 SH SOLE 298 0 0
CINCINNATI FINL CORP COM 172062101 94,399 578 SH SOLE 578 0 0
LABCORP HOLDINGS INC COM SHS 504922105 2,177,137 8,678 SH SOLE 8,678 0 0
CREDIT ACCEP CORP MICH COM 225310101 86,031 194 SH SOLE 194 0 0
CHENIERE ENERGY INC COM 16411R208 1,192,971 6,137 SH SOLE 6,137 0 0
TELADOC HEALTH INC COM 87918A105 823,753 117,679 SH SOLE 117,679 0 0
EQUINIX INC COM 29444U700 576,152 752 SH SOLE 752 0 0
GITLAB INC CLASS A COM 37637K108 661,691 17,631 SH SOLE 17,631 0 0
FIRST HORIZON CORPORATION COM 320517105 1,476,662 61,785 SH SOLE 61,785 0 0
VICI PPTYS INC COM 925652109 1,342,139 47,729 SH SOLE 47,729 0 0
HORMEL FOODS CORP COM 440452100 1,758,896 74,215 SH SOLE 74,215 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 2,778,822 20,422 SH SOLE 20,422 0 0
PACCAR INC COM 693718108 22,231 203 SH SOLE 203 0 0
XPENG INC ADS 98422D105 1,543,470 76,108 SH SOLE 76,108 0 0
CUMMINS INC COM 231021106 1,174,545 2,301 SH SOLE 2,301 0 0
LYFT INC CL A COM 55087P104 1,289,287 66,561 SH SOLE 66,561 0 0
SUPER MICRO COMPUTER INC COM 86800U302 1,256,064 42,913 SH SOLE 42,913 0 0
CORPAY INC COM SHS 219948106 2,570,544 8,542 SH SOLE 8,542 0 0
MANHATTAN ASSOCIATES INC COM 562750109 206,932 1,194 SH SOLE 1,194 0 0
DELTA AIR LINES INC DEL COM 247361702 1,118,173 16,112 SH SOLE 16,112 0 0
KINDER MORGAN INC DEL COM 49456B101 593,894 21,604 SH SOLE 21,604 0 0
DOMINOS PIZZA INC COM 25754A201 579,797 1,391 SH SOLE 1,391 0 0
MOTOROLA SOLUTIONS INC COM 620076307 691,126 1,803 SH SOLE 1,803 0 0
MSCI INC COM 55354G100 335,632 585 SH SOLE 585 0 0
SUMMIT THERAPEUTICS INC COM 86627T108 109,382 6,254 SH SOLE 6,254 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101 1,331,280 100,247 SH SOLE 100,247 0 0
NICE LTD SPONSORED ADR 653656108 1,011,143 8,945 SH SOLE 8,945 0 0
VIKING THERAPEUTICS INC COM 92686J106 331,536 9,424 SH SOLE 9,424 0 0
CINEMARK HLDGS INC COM 17243V102 477,443 20,544 SH SOLE 20,544 0 0
POWELL INDS INC COM 739128106 484,546 1,520 SH SOLE 1,520 0 0
JPMORGAN CHASE & CO. COM 46625H100 299,665 930 SH SOLE 930 0 0
ENDEAVOUR SILVER CORP COM 29258Y103 892,201 94,915 SH SOLE 94,915 0 0
AST SPACEMOBILE INC COM CL A 00217D100 683,448 9,410 SH SOLE 9,410 0 0
INVITATION HOMES INC COM 46187W107 271,286 9,762 SH SOLE 9,762 0 0
JOBY AVIATION INC COMMON STOCK G65163100 563,244 42,670 SH SOLE 42,670 0 0
COOPER COS INC COM 216648501 2,428,803 29,634 SH SOLE 29,634 0 0
SCHWAB CHARLES CORP COM 808513105 1,187,131 11,882 SH SOLE 11,882 0 0
STONECO LTD COM CL A G85158106 159,969 10,816 SH SOLE 10,816 0 0
ASTERA LABS INC COM 04626A103 1,386,112 8,332 SH SOLE 8,332 0 0
HUBSPOT INC COM 443573100 2,043,821 5,093 SH SOLE 5,093 0 0
RB GLOBAL INC COM 74935Q107 535,747 5,208 SH SOLE 5,208 0 0
ALLY FINL INC COM 02005N100 824,867 18,213 SH SOLE 18,213 0 0
PAYPAL HLDGS INC COM 70450Y103 1,538,838 26,359 SH SOLE 26,359 0 0
ENPHASE ENERGY INC COM 29355A107 87,336 2,725 SH SOLE 2,725 0 0
LEMONADE INC COM 52567D107 735,076 10,327 SH SOLE 10,327 0 0
XP INC CL A G98239109 845,723 51,663 SH SOLE 51,663 0 0
SUNRUN INC COM 86771W105 1,138,850 61,894 SH SOLE 61,894 0 0
UNITED RENTALS INC COM 911363109 1,245,543 1,539 SH SOLE 1,539 0 0
IDEX CORP COM 45167R104 173,492 975 SH SOLE 975 0 0
UNIQURE NV SHS N90064101 709,644 29,655 SH SOLE 29,655 0 0
INSPIRE MED SYS INC COM 457730109 39,106 424 SH SOLE 424 0 0
ZSCALER INC COM 98980G102 1,616,050 7,185 SH SOLE 7,185 0 0
WOODWARD INC COM 980745103 307,157 1,016 SH SOLE 1,016 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 3,275,391 136,361 SH SOLE 136,361 0 0
WASTE CONNECTIONS INC COM 94106B101 60,850 347 SH SOLE 347 0 0
PRUDENTIAL FINL INC COM 744320102 611,584 5,418 SH SOLE 5,418 0 0
CMS ENERGY CORP COM 125896100 1,301,537 18,612 SH SOLE 18,612 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 557,220 15,060 SH SOLE 15,060 0 0
META PLATFORMS INC CL A 30303M102 3,021,232 4,577 SH SOLE 4,577 0 0
FMC CORP COM 302491303 384,393 27,714 SH SOLE 27,714 0 0
GODADDY INC CL A 380237107 381,298 3,073 SH SOLE 3,073 0 0
WATSCO INC COM 942622200 820,136 2,434 SH SOLE 2,434 0 0
BEONE MEDICINES LTD SPONSORED ADS 07725L102 500,679 1,648 SH SOLE 1,648 0 0
MOSAIC CO NEW COM 61945C103 339,910 14,110 SH SOLE 14,110 0 0
BRUKER CORP COM 116794108 355,021 7,536 SH SOLE 7,536 0 0
ARGENX SE SPONSORED ADR 04016X101 399,451 475 SH SOLE 475 0 0
UNITEDHEALTH GROUP INC COM 91324P102 711,717 2,156 SH SOLE 2,156 0 0
DIGITAL RLTY TR INC COM 253868103 97,622 631 SH SOLE 631 0 0
HENRY SCHEIN INC COM 806407102 642,354 8,499 SH SOLE 8,499 0 0
CEMEX SAB DE CV SPON ADR 151290889 135,398 11,784 SH SOLE 11,784 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 1,197,046 3,520 SH SOLE 3,520 0 0
GOLD FIELDS LTD SPONSORED ADR 38059T106 726,633 16,643 SH SOLE 16,643 0 0
ETSY INC COM 29786A106 1,009,174 18,203 SH SOLE 18,203 0 0
PACKAGING CORP AMER COM 695156109 508,563 2,466 SH SOLE 2,466 0 0
PARKER-HANNIFIN CORP COM 701094104 759,421 864 SH SOLE 864 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 253,844 2,823 SH SOLE 2,823 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108 1,187,799 16,132 SH SOLE 16,132 0 0
GRUPO FINANCIERO GALICIA S.A SPONSORED ADR 399909100 561,569 10,411 SH SOLE 10,411 0 0
HCA HEALTHCARE INC COM 40412C101 877,697 1,880 SH SOLE 1,880 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 303,545 11,511 SH SOLE 11,511 0 0
ROBINHOOD MKTS INC COM CL A 770700102 4,161,628 36,796 SH SOLE 36,796 0 0
TAPESTRY INC COM 876030107 2,011,611 15,744 SH SOLE 15,744 0 0
INSTALLED BLDG PRODS INC COM 45780R101 348,880 1,345 SH SOLE 1,345 0 0
CENTERPOINT ENERGY INC COM 15189T107 176,862 4,613 SH SOLE 4,613 0 0
CARPENTER TECHNOLOGY CORP COM 144285103 879,033 2,792 SH SOLE 2,792 0 0
JOHNSON & JOHNSON COM 478160104 2,097,231 10,134 SH SOLE 10,134 0 0
FIRSTENERGY CORP COM 337932107 557,073 12,443 SH SOLE 12,443 0 0
ROLLINS INC COM 775711104 590,357 9,836 SH SOLE 9,836 0 0
FASTENAL CO COM 311900104 958,666 23,889 SH SOLE 23,889 0 0
THOMSON REUTERS CORP COM 884903808 764,434 5,796 SH SOLE 5,796 0 0
CROCS INC COM 227046109 424,607 4,965 SH SOLE 4,965 0 0
COUPANG INC CL A 22266T109 3,481,813 147,597 SH SOLE 147,597 0 0
TARGA RES CORP COM 87612G101 1,658,102 8,987 SH SOLE 8,987 0 0
COLGATE PALMOLIVE CO COM 194162103 629,631 7,968 SH SOLE 7,968 0 0
FTAI AVIATION LTD SHS G3730V105 1,642,713 8,345 SH SOLE 8,345 0 0
FLOWSERVE CORP COM 34354P105 416,696 6,006 SH SOLE 6,006 0 0
CELESTICA INC COM 15101Q207 2,426,958 8,210 SH SOLE 8,210 0 0
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581206 412,560 7,497 SH SOLE 7,497 0 0
US FOODS HLDG CORP COM 912008109 683,077 9,069 SH SOLE 9,069 0 0
MARSH & MCLENNAN COS INC COM 571748102 1,073,604 5,787 SH SOLE 5,787 0 0
CENCORA INC COM 03073E105 2,433,151 7,204 SH SOLE 7,204 0 0
CONSOLIDATED EDISON INC COM 209115104 1,046,336 10,535 SH SOLE 10,535 0 0
INSMED INC COM PAR $.01 457669307 1,025,270 5,891 SH SOLE 5,891 0 0
CARLYLE GROUP INC COM 14316J108 274,566 4,645 SH SOLE 4,645 0 0
EDISON INTL COM 281020107 166,616 2,776 SH SOLE 2,776 0 0
IRON MTN INC DEL COM 46284V101 778,735 9,388 SH SOLE 9,388 0 0
EOG RES INC COM 26875P101 1,084,018 10,323 SH SOLE 10,323 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 2,597,870 25,249 SH SOLE 25,249 0 0
ARCH CAP GROUP LTD ORD G0450A105 978,096 10,197 SH SOLE 10,197 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 690,606 2,476 SH SOLE 2,476 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 590,320 10,426 SH SOLE 10,426 0 0
AVERY DENNISON CORP COM 053611109 242,810 1,335 SH SOLE 1,335 0 0
CENTENE CORP DEL COM 15135B101 2,024,333 49,194 SH SOLE 49,194 0 0
ABBOTT LABS COM 002824100 788,575 6,294 SH SOLE 6,294 0 0
VIATRIS INC COM 92556V106 912,212 73,270 SH SOLE 73,270 0 0
CITIGROUP INC COM 172967424 2,532,873 21,706 SH SOLE 21,706 0 0
WESCO INTL INC COM 95082P105 539,187 2,204 SH SOLE 2,204 0 0
AMERIPRISE FINL INC COM 03076C106 836,030 1,705 SH SOLE 1,705 0 0
ARAMARK COM 03852U106 820,319 22,255 SH SOLE 22,255 0 0
TE CONNECTIVITY PLC ORD SHS G87052109 2,568,588 11,290 SH SOLE 11,290 0 0
SHAKE SHACK INC CL A 819047101 357,797 4,408 SH SOLE 4,408 0 0
DOMINION ENERGY INC COM 25746U109 11,425 195 SH SOLE 195 0 0
NEXTERA ENERGY INC COM 65339F101 715,937 8,918 SH SOLE 8,918 0 0
BITFARMS LTD COM 09173B107 1,342,550 571,298 SH SOLE 571,298 0 0
SIRIUSXM HOLDINGS INC COMMON STOCK 829933100 761,810 38,100 SH SOLE 38,100 0 0
PROLOGIS INC. COM 74340W103 2,228,816 17,459 SH SOLE 17,459 0 0
SWEETGREEN INC COM CL A 87043Q108 464,358 68,692 SH SOLE 68,692 0 0
IDEXX LABS INC COM 45168D104 2,374,620 3,510 SH SOLE 3,510 0 0
APPLOVIN CORP COM CL A 03831W108 57,275 85 SH SOLE 85 0 0
DUTCH BROS INC CL A 26701L100 366,830 5,992 SH SOLE 5,992 0 0
ON SEMICONDUCTOR CORP COM 682189105 274,107 5,062 SH SOLE 5,062 0 0
MID-AMER APT CMNTYS INC COM 59522J103 587,311 4,228 SH SOLE 4,228 0 0
TETRA TECH INC NEW COM 88162G103 720,741 21,489 SH SOLE 21,489 0 0
SEA LTD SPONSORD ADS 81141R100 1,256,437 9,849 SH SOLE 9,849 0 0
SHIFT4 PMTS INC CL A 82452J109 555,710 8,825 SH SOLE 8,825 0 0
CHURCH & DWIGHT CO INC COM 171340102 1,169,288 13,945 SH SOLE 13,945 0 0
CF INDS HLDGS INC COM 125269100 599,772 7,755 SH SOLE 7,755 0 0
CARMAX INC COM 143130102 898,225 23,246 SH SOLE 23,246 0 0
FIDELITY NATIONAL FINANCIAL COM SHS 31620R303 202,311 3,706 SH SOLE 3,706 0 0
COLUMBIA BKG SYS INC COM 197236102 497,845 17,812 SH SOLE 17,812 0 0
TD SYNNEX CORPORATION COM 87162W100 1,670,257 11,118 SH SOLE 11,118 0 0
ATI INC COM 01741R102 1,564,408 13,632 SH SOLE 13,632 0 0
ARGAN INC COM 04010E109 48,878 156 SH SOLE 156 0 0
TJX COS INC NEW COM 872540109 74,040 482 SH SOLE 482 0 0
GLOBUS MED INC CL A 379577208 1,327,461 15,204 SH SOLE 15,204 0 0
CELANESE CORP DEL COM 150870103 868,051 20,531 SH SOLE 20,531 0 0
NRG ENERGY INC COM 629377508 685,050 4,302 SH SOLE 4,302 0 0
INTUITIVE MACHINES INC CLASS A COM 46125A100 776,265 47,829 SH SOLE 47,829 0 0
LUMEN TECHNOLOGIES INC COM 550241103 1,859,369 239,301 SH SOLE 239,301 0 0
CBRE GROUP INC CL A 12504L109 786,424 4,891 SH SOLE 4,891 0 0
TELEFLEX INCORPORATED COM 879369106 958,502 7,854 SH SOLE 7,854 0 0
CENTRUS ENERGY CORP CL A 15643U104 550,822 2,269 SH SOLE 2,269 0 0
UBS GROUP AG SHS H42097107 1,084,812 23,425 SH SOLE 23,425 0 0
ARROWHEAD PHARMACEUTICALS IN COM 04280A100 110,075 1,658 SH SOLE 1,658 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 491,916 2,872 SH SOLE 2,872 0 0
UNUM GROUP COM 91529Y106 1,632,925 21,070 SH SOLE 21,070 0 0
UBIQUITI INC COM 90353W103 66,955 121 SH SOLE 121 0 0
WASTE MGMT INC DEL COM 94106L109 315,504 1,436 SH SOLE 1,436 0 0
ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS 00215W100 1,368,033 84,971 SH SOLE 84,971 0 0
ROKU INC COM CL A 77543R102 1,074,593 9,905 SH SOLE 9,905 0 0
ENBRIDGE INC COM 29250N105 737,969 15,429 SH SOLE 15,429 0 0
BLACKBERRY LTD COM 09228F103 1,349,460 356,058 SH SOLE 356,058 0 0
GE AEROSPACE COM 369604301 1,163,121 3,776 SH SOLE 3,776 0 0
TERADYNE INC COM 880770102 1,424,602 7,360 SH SOLE 7,360 0 0
FAIR ISAAC CORP COM 303250104 875,741 518 SH SOLE 518 0 0
HALOZYME THERAPEUTICS INC COM 40637H109 846,365 12,576 SH SOLE 12,576 0 0
POLARIS INC COM 731068102 469,821 7,428 SH SOLE 7,428 0 0
SAIA INC COM 78709Y105 875,074 2,680 SH SOLE 2,680 0 0
ALLEGION PLC ORD SHS G0176J109 13,056 82 SH SOLE 82 0 0
CARLISLE COS INC COM 142339100 603,256 1,886 SH SOLE 1,886 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105 1,372,555 97,830 SH SOLE 97,830 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 1,154,187 187,368 SH SOLE 187,368 0 0
CANADIAN NATL RY CO COM 136375102 152,031 1,538 SH SOLE 1,538 0 0
ROCKET LAB CORP COM 773121108 130,312 1,868 SH SOLE 1,868 0 0
ON HLDG AG NAMEN AKT A H5919C104 1,402,209 30,168 SH SOLE 30,168 0 0
LITHIA MTRS INC COM 536797103 215,682 649 SH SOLE 649 0 0
KBR INC COM 48242W106 800,462 19,912 SH SOLE 19,912 0 0
SERVICENOW INC COM 81762P102 7,365,528 48,081 SH SOLE 48,081 0 0
CURTISS WRIGHT CORP COM 231561101 238,149 432 SH SOLE 432 0 0
BAIDU INC SPON ADR REP A 056752108 1,043,581 7,987 SH SOLE 7,987 0 0
DAVITA INC COM 23918K108 1,035,896 9,118 SH SOLE 9,118 0 0
STRYKER CORPORATION COM 863667101 1,901,101 5,409 SH SOLE 5,409 0 0
PHILIP MORRIS INTL INC COM 718172109 4,184,194 26,086 SH SOLE 26,086 0 0
AMERICAN ELEC PWR CO INC COM 025537101 483,380 4,192 SH SOLE 4,192 0 0
EASTMAN CHEM CO COM 277432100 292,405 4,581 SH SOLE 4,581 0 0
INVESCO LTD SHS G491BT108 964,634 36,720 SH SOLE 36,720 0 0
ATLASSIAN CORPORATION CL A 049468101 1,177,947 7,265 SH SOLE 7,265 0 0
KKR & CO INC COM 48251W104 3,143,657 24,660 SH SOLE 24,660 0 0
HOWMET AEROSPACE INC COM 443201108 582,052 2,839 SH SOLE 2,839 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 727,011 18,499 SH SOLE 18,499 0 0
HOST HOTELS & RESORTS INC COM 44107P104 814,658 45,948 SH SOLE 45,948 0 0
BWX TECHNOLOGIES INC COM 05605H100 803,187 4,647 SH SOLE 4,647 0 0
PAYLOCITY HLDG CORP COM 70438V106 952,058 6,243 SH SOLE 6,243 0 0
MIDDLEBY CORP COM 596278101 885,925 5,959 SH SOLE 5,959 0 0
MURPHY USA INC COM 626755102 380,116 942 SH SOLE 942 0 0
AMEREN CORP COM 023608102 134,412 1,346 SH SOLE 1,346 0 0
COSTAR GROUP INC COM 22160N109 216,849 3,225 SH SOLE 3,225 0 0
CONOCOPHILLIPS COM 20825C104 347,855 3,716 SH SOLE 3,716 0 0
NVIDIA CORPORATION COM 67066G104 3,515,525 18,850 SH SOLE 18,850 0 0
OLLIES BARGAIN OUTLET HLDGS COM 681116109 307,675 2,807 SH SOLE 2,807 0 0
TREX CO INC COM 89531P105 1,417,372 40,404 SH SOLE 40,404 0 0
CIENA CORP COM 171779309 2,971,084 12,704 SH SOLE 12,704 0 0
SHARKNINJA INC COM SHS G8068L108 142,337 1,272 SH SOLE 1,272 0 0
DENISON MINES CORP COM 248356107 359,677 135,217 SH SOLE 135,217 0 0
VALERO ENERGY CORP COM 91913Y100 2,022,503 12,424 SH SOLE 12,424 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 151,306 694 SH SOLE 694 0 0
EOS ENERGY ENTERPRISES INC COM CL A 29415C101 185,217 16,162 SH SOLE 16,162 0 0
MACYS INC COM 55616P104 382,104 17,329 SH SOLE 17,329 0 0
KINROSS GOLD CORP COM 496902404 1,177,257 41,806 SH SOLE 41,806 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 703,432 3,152 SH SOLE 3,152 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 1,743,022 29,329 SH SOLE 29,329 0 0
REGENCY CTRS CORP COM 758849103 25,541 370 SH SOLE 370 0 0
QUEST DIAGNOSTICS INC COM 74834L100 69,759 402 SH SOLE 402 0 0
JONES LANG LASALLE INC COM 48020Q107 1,019,168 3,029 SH SOLE 3,029 0 0
NUCOR CORP COM 670346105 1,897,132 11,631 SH SOLE 11,631 0 0
ONTO INNOVATION INC COM 683344105 719,999 4,561 SH SOLE 4,561 0 0
CORNING INC COM 219350105 2,643,524 30,191 SH SOLE 30,191 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 1,271,268 7,152 SH SOLE 7,152 0 0
B2GOLD CORP COM 11777Q209 489,759 108,594 SH SOLE 108,594 0 0
UBER TECHNOLOGIES INC COM 90353T100 2,270,231 27,784 SH SOLE 27,784 0 0
KRATOS DEFENSE & SEC SOLUTIO COM 50077B207 430,486 5,671 SH SOLE 5,671 0 0
HALLIBURTON CO COM 406216101 742,927 26,289 SH SOLE 26,289 0 0
STELLANTIS N.V SHS N82405106 254,205 23,343 SH SOLE 23,343 0 0
TEXAS INSTRS INC COM 882508104 1,755,198 10,117 SH SOLE 10,117 0 0
HIMS & HERS HEALTH INC COM CL A 433000106 1,024,039 31,538 SH SOLE 31,538 0 0
PPG INDS INC COM 693506107 65,984 644 SH SOLE 644 0 0
OTIS WORLDWIDE CORP COM 68902V107 1,417,691 16,230 SH SOLE 16,230 0 0
MATADOR RES CO COM 576485205 468,241 11,033 SH SOLE 11,033 0 0
CORTEVA INC COM 22052L104 207,324 3,093 SH SOLE 3,093 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 398,098 2,458 SH SOLE 2,458 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 1,254,204 13,948 SH SOLE 13,948 0 0
ALASKA AIR GROUP INC COM 011659109 372,220 7,400 SH SOLE 7,400 0 0
ONEOK INC NEW COM 682680103 1,176,809 16,011 SH SOLE 16,011 0 0
ANNALY CAPITAL MANAGEMENT IN COM 035710839 195,270 8,733 SH SOLE 8,733 0 0
BECTON DICKINSON & CO COM 075887109 1,097,854 5,657 SH SOLE 5,657 0 0
AES CORP COM 00130H105 833,369 58,115 SH SOLE 58,115 0 0
ALCON AG ORD SHS H01301128 828,372 10,511 SH SOLE 10,511 0 0
GLAUKOS CORP COM 377322102 1,530,721 13,557 SH SOLE 13,557 0 0
BEST BUY INC COM 086516101 1,647,214 24,611 SH SOLE 24,611 0 0
NOVO-NORDISK A S ADR 670100205 2,555,346 50,223 SH SOLE 50,223 0 0
ROCKWELL AUTOMATION INC COM 773903109 372,729 958 SH SOLE 958 0 0
FUTU HLDGS LTD SPON ADS CL A 36118L106 330,555 2,013 SH SOLE 2,013 0 0
AUTOZONE INC COM 053332102 1,329,468 392 SH SOLE 392 0 0
EQUIFAX INC COM 294429105 3,182,663 14,668 SH SOLE 14,668 0 0
NORTHERN TR CORP COM 665859104 165,820 1,214 SH SOLE 1,214 0 0
NIO INC SPON ADS 62914V106 1,984,624 389,142 SH SOLE 389,142 0 0
USA RARE EARTH INC COM 91733P107 32,963 2,770 SH SOLE 2,770 0 0
MCKESSON CORP COM 58155Q103 106,638 130 SH SOLE 130 0 0
GUARDANT HEALTH INC COM 40131M109 1,924,113 18,838 SH SOLE 18,838 0 0
STARBUCKS CORP COM 855244109 2,745,499 32,603 SH SOLE 32,603 0 0
ALBEMARLE CORP COM 012653101 923,037 6,526 SH SOLE 6,526 0 0
KOHLS CORP COM 500255104 2,107,904 103,278 SH SOLE 103,278 0 0
DEXCOM INC COM 252131107 799,958 12,053 SH SOLE 12,053 0 0
WYNN RESORTS LTD COM 983134107 1,973,171 16,398 SH SOLE 16,398 0 0
BLACKSTONE INC COM 09260D107 2,218,537 14,393 SH SOLE 14,393 0 0
PLANET FITNESS INC CL A 72703H101 1,127,220 10,392 SH SOLE 10,392 0 0
LAS VEGAS SANDS CORP COM 517834107 2,078,454 31,932 SH SOLE 31,932 0 0
HONEYWELL INTL INC COM 438516106 668,769 3,428 SH SOLE 3,428 0 0
SLB LIMITED COM STK 806857108 3,701,099 96,433 SH SOLE 96,433 0 0
AMERICAN INTL GROUP INC COM 026874784 2,222,760 25,982 SH SOLE 25,982 0 0
TEXAS ROADHOUSE INC COM 882681109 128,152 772 SH SOLE 772 0 0
LOUISIANA PAC CORP COM 546347105 410,342 5,081 SH SOLE 5,081 0 0
NETEASE INC SPONSORED ADS 64110W102 185,237 1,346 SH SOLE 1,346 0 0
POOL CORP COM 73278L105 511,256 2,235 SH SOLE 2,235 0 0
RTX CORPORATION COM 75513E101 1,069,589 5,832 SH SOLE 5,832 0 0
PINNACLE WEST CAP CORP COM 723484101 229,290 2,585 SH SOLE 2,585 0 0
DTE ENERGY CO COM 233331107 847,528 6,571 SH SOLE 6,571 0 0
APPLIED OPTOELECTRONICS INC COM 03823U102 820,814 23,546 SH SOLE 23,546 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 11,253 36 SH SOLE 36 0 0
EMERSON ELEC CO COM 291011104 447,266 3,370 SH SOLE 3,370 0 0
TRANSUNION COM 89400J107 1,407,929 16,419 SH SOLE 16,419 0 0
BALL CORP COM 058498106 1,137,107 21,467 SH SOLE 21,467 0 0
FLAGSTAR BANK NATIONAL ASSOC COM 649445400 274,966 21,840 SH SOLE 21,840 0 0
PONY AI INC SPONSORED ADS 732908108 170,897 11,786 SH SOLE 11,786 0 0
PENUMBRA INC COM 70975L107 1,501,073 4,828 SH SOLE 4,828 0 0
SENTINELONE INC CL A 81730H109 714,570 47,638 SH SOLE 47,638 0 0
WIX COM LTD SHS M98068105 1,424,955 13,716 SH SOLE 13,716 0 0
LENNAR CORP CL A 526057104 8,564,165 83,309 SH SOLE 83,309 0 0
NXP SEMICONDUCTORS N V COM N6596X109 459,733 2,118 SH SOLE 2,118 0 0
NEBIUS GROUP N.V. SHS CLASS A N97284108 596,398 7,125 SH SOLE 7,125 0 0
COHERENT CORP COM 19247G107 3,591,178 19,457 SH SOLE 19,457 0 0
NAVITAS SEMICONDUCTOR CORP COM 63942X106 619,802 86,807 SH SOLE 86,807 0 0
BOEING CO COM 097023105 4,316,997 19,883 SH SOLE 19,883 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 2,497,378 81,774 SH SOLE 81,774 0 0
COPART INC COM 217204106 2,043,826 52,205 SH SOLE 52,205 0 0
ROSS STORES INC COM 778296103 97,276 540 SH SOLE 540 0 0
FRANKLIN RESOURCES INC COM 354613101 165,438 6,925 SH SOLE 6,925 0 0
WEBSTER FINL CORP COM 947890109 242,948 3,860 SH SOLE 3,860 0 0
WEC ENERGY GROUP INC COM 92939U106 171,689 1,628 SH SOLE 1,628 0 0
SAP SE SPON ADR 803054204 2,359,628 9,714 SH SOLE 9,714 0 0
PBF ENERGY INC CL A 69318G106 550,726 20,307 SH SOLE 20,307 0 0
BIRKENSTOCK HOLDING PLC COM SHS M2029K104 1,144,382 27,980 SH SOLE 27,980 0 0
BOSTON SCIENTIFIC CORP COM 101137107 2,805,769 29,426 SH SOLE 29,426 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 163,175 672 SH SOLE 672 0 0
WILLIAMS COS INC COM 969457100 1,379,585 22,951 SH SOLE 22,951 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 405,217 6,301 SH SOLE 6,301 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 932,562 2,057 SH SOLE 2,057 0 0
MASCO CORP COM 574599106 235,500 3,711 SH SOLE 3,711 0 0
TORONTO DOMINION BK ONT COM 891160509 1,025,932 10,891 SH SOLE 10,891 0 0
MORGAN STANLEY COM 617446448 167,056 941 SH SOLE 941 0 0
BORGWARNER INC COM 099724106 646,521 14,348 SH SOLE 14,348 0 0
LANTHEUS HLDGS INC COM 516544103 605,339 9,096 SH SOLE 9,096 0 0
MCCORMICK & CO INC COM NON VTG 579780206 1,084,584 15,924 SH SOLE 0 0 15,924
NORDSON CORP COM 655663102 698,690 2,906 SH SOLE 2,906 0 0
AECOM COM 00766T100 998,296 10,472 SH SOLE 10,472 0 0
HF SINCLAIR CORP COM 403949100 978,463 21,234 SH SOLE 21,234 0 0
EQT CORP COM 26884L109 452,759 8,447 SH SOLE 8,447 0 0
MODERNA INC COM 60770K107 1,485,913 50,387 SH SOLE 50,387 0 0
PEPSICO INC COM 713448108 1,235,277 8,607 SH SOLE 8,607 0 0
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101 288,300 1,352 SH SOLE 1,352 0 0
PRAXIS PRECISION MEDICINES I COM 74006W207 21,811 74 SH SOLE 74 0 0
GE VERNOVA INC COM 36828A101 1,638,500 2,507 SH SOLE 2,507 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 1,516,767 8,174 SH SOLE 8,174 0 0
ENERGY FUELS INC COM 292671708 423,768 29,145 SH SOLE 29,145 0 0
JEFFERIES FINL GROUP INC COM 47233W109 460,003 7,423 SH SOLE 7,423 0 0
INTELLIA THERAPEUTICS INC COM 45826J105 71,165 7,916 SH SOLE 7,916 0 0
TRACTOR SUPPLY CO COM 892356106 151,980 3,039 SH SOLE 3,039 0 0
FRESHPET INC COM 358039105 578,835 9,500 SH SOLE 9,500 0 0
COREBRIDGE FINL INC COM 21871X109 1,703,700 56,470 SH SOLE 56,470 0 0
TOWER SEMICONDUCTOR LTD SHS M87915274 953,685 8,122 SH SOLE 8,122 0 0
ALCOA CORP COM 013872106 703,680 13,242 SH SOLE 13,242 0 0
APPLIED MATLS INC COM 038222105 4,364,718 16,984 SH SOLE 16,984 0 0
PAGAYA TECHNOLOGIES LTD CL A M7S64L123 585,890 28,033 SH SOLE 28,033 0 0
WESTERN DIGITAL CORP COM 958102105 174,337 1,012 SH SOLE 1,012 0 0
BANK NEW YORK MELLON CORP COM 064058100 1,808,102 15,575 SH SOLE 15,575 0 0
BITDEER TECHNOLOGIES GROUP CL A ORD SHS G11448100 219,223 19,556 SH SOLE 19,556 0 0
SOLARIS ENERGY INFRAS INC COM CL A 83418M103 797,625 17,351 SH SOLE 17,351 0 0
DARLING INGREDIENTS INC COM 237266101 880,668 24,463 SH SOLE 24,463 0 0
CYTOKINETICS INC COM 23282W605 503,427 7,923 SH SOLE 7,923 0 0
DYNATRACE INC COM 268150109 170,846 3,942 SH SOLE 3,942 0 0