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
NXP SEMICONDUCTORS N V COM N6596X109 3,903,734 19,830 SH SOLE 19,830 0 0
AMPHENOL CORP CL A 032095101 6,875,714 54,418 SH SOLE 54,418 0 0
PRICE T ROWE GROUP INC COM 74144T108 5,511,610 61,145 SH SOLE 61,145 0 0
KLA CORP COM NEW 482480100 18,085,612 12,283 SH SOLE 12,283 0 0
PACCAR INC COM 693718108 8,207,546 71,061 SH SOLE 71,061 0 0
APPLE INC COM 037833100 401,858,192 1,583,428 SH SOLE 1,583,428 0 0
TARGET CORP COM 87612E106 9,877,800 81,500 SH SOLE 81,500 0 0
ELEVANCE HEALTH INC FORMERLY COM 036752103 10,414,581 35,575 SH SOLE 35,575 0 0
MATCH GROUP INC NEW COM 57667L107 3,490,529 113,661 SH SOLE 113,661 0 0
AFLAC INC COM 001055102 3,745,061 34,136 SH SOLE 34,136 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 5,498,593 73,071 SH SOLE 73,071 0 0
ILLINOIS TOOL WKS INC COM 452308109 7,327,164 28,150 SH SOLE 28,150 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 12,176,374 59,929 SH SOLE 59,929 0 0
CHUBB LTD SWITZ COM H1467J104 16,370,486 50,227 SH SOLE 50,227 0 0
CONSOLIDATED EDISON INC COM 209115104 7,728,723 68,287 SH SOLE 68,287 0 0
MICRON TECHNOLOGY INC COM 595112103 12,093,996 35,798 SH SOLE 35,798 0 0
HOME DEPOT INC COM 437076102 33,710,896 102,499 SH SOLE 102,499 0 0
PNC FINL SVCS GROUP INC COM 693475105 6,295,555 30,254 SH SOLE 30,254 0 0
COCA COLA CO COM 191216100 30,185,918 396,922 SH SOLE 396,922 0 0
COMCAST CORP NEW CL A 20030N101 14,312,710 498,527 SH SOLE 498,527 0 0
EXXON MOBIL CORP COM 30231G102 55,724,488 328,448 SH SOLE 328,448 0 0
CHEVRON CORPORATION COM 166764100 26,106,642 126,180 SH SOLE 126,180 0 0
EXELON CORP COM 30161N101 8,621,932 175,886 SH SOLE 175,886 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 4,195,236 68,382 SH SOLE 68,382 0 0
ATMOS ENERGY CORP COM 049560105 4,915,769 26,612 SH SOLE 26,612 0 0
FORTINET INC COM 34959E109 8,025,149 98,203 SH SOLE 98,203 0 0
BAKER HUGHES COMPANY CL A 05722G100 8,597,366 140,825 SH SOLE 140,825 0 0
DELL TECHNOLOGIES INC CL C 24703L202 8,049,592 49,044 SH SOLE 49,044 0 0
DOLLAR TREE INC COM 256746108 1,990,892 18,180 SH SOLE 18,180 0 0
MOLSON COORS BEVERAGE CO CL B 60871R209 2,006,122 46,589 SH SOLE 46,589 0 0
FIFTH THIRD BANCORP COM 316773100 3,165,273 68,129 SH SOLE 68,129 0 0
LENNAR CORP CL A 526057104 2,055,329 23,668 SH SOLE 23,668 0 0
ASSURANT INC COM 04621X108 2,662,074 12,222 SH SOLE 12,222 0 0
ETSY INC COM 29786A106 1,955,767 39,131 SH SOLE 39,131 0 0
FIRSTENERGY CORP COM 337932107 2,693,339 53,165 SH SOLE 53,165 0 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104 762,819 15,902 SH SOLE 15,902 0 0
BATH & BODY WORKS INC COM 070830104 2,362,520 126,541 SH SOLE 126,541 0 0
VICTORIAS SECRET AND CO COMMON STOCK 926400102 1,202,671 25,942 SH SOLE 25,942 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101 1,222,156 23,571 SH SOLE 23,571 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104 268,042 44,823 SH SOLE 44,823 0 0
JACOBS SOLUTIONS INC COM 46982L108 4,522,768 35,534 SH SOLE 35,534 0 0
HOME BANCSHARES INC COM 436893200 2,132,721 79,195 SH SOLE 79,195 0 0
PAYLOCITY HLDG CORP COM 70438V106 1,381,183 12,784 SH SOLE 12,784 0 0
JABIL INC COM 466313103 2,859,507 10,765 SH SOLE 10,765 0 0
NEW YORK TIMES CO MTN BE CL A 650111107 1,209,815 14,449 SH SOLE 14,449 0 0
ENERSYS COM 29275Y102 1,967,726 11,327 SH SOLE 11,327 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 1,628,996 24,288 SH SOLE 24,288 0 0
BLUE OWL CAPITAL INC COM CL A 09581B103 1,478,713 161,962 SH SOLE 161,962 0 0
UNITED BANKSHARES INC WEST V COM 909907107 2,299,390 55,514 SH SOLE 55,514 0 0
EXELIXIS INC COM 30161Q104 2,010,640 46,879 SH SOLE 46,879 0 0
NOVANTA INC COM 67000B104 1,183,698 10,022 SH SOLE 10,022 0 0
NATERA INC COM 632307104 3,752,212 18,762 SH SOLE 18,762 0 0
INSMED INC COM PAR $.01 457669307 3,944,920 24,125 SH SOLE 24,125 0 0
FASTLY INC CL A 31188V100 1,479,328 50,906 SH SOLE 50,906 0 0
VERACYTE INC COM 92337F107 387,325 12,025 SH SOLE 12,025 0 0
LAUREATE ED INC COMMON STOCK 518613203 2,893,567 83,053 SH SOLE 83,053 0 0
UPWORK INC COM 91688F104 1,707,689 155,811 SH SOLE 155,811 0 0
GULFPORT ENERGY CORP COMMON SHARES 402635502 2,363,025 11,169 SH SOLE 11,169 0 0
FEDERATED HERMES INC CL B 314211103 1,793,510 31,626 SH SOLE 31,626 0 0
BRADY CORP CL A 104674106 998,927 12,296 SH SOLE 12,296 0 0
HESS MIDSTREAM LP CL A SHS 428103105 2,264,527 58,259 SH SOLE 58,259 0 0
AVISTA CORP COM 05379B107 1,809,190 45,072 SH SOLE 45,072 0 0
GE VERNOVA INC COM 36828A101 23,339,600 26,738 SH SOLE 26,738 0 0
PTC THERAPEUTICS INC COM 69366J200 1,265,515 18,575 SH SOLE 18,575 0 0
KLAVIYO INC COM SER A 49845K101 292,756 15,044 SH SOLE 15,044 0 0
UL SOLUTIONS INC CLASS A COM SHS 903731107 1,593,863 18,596 SH SOLE 18,596 0 0
VICTORY CAP HLDGS INC DEL COM CL A 92645B103 2,521,438 38,507 SH SOLE 38,507 0 0
ADMA BIOLOGICS INC COM 000899104 908,803 100,866 SH SOLE 100,866 0 0
SELECT SECTOR SPDR TR STATE STREET TEC 81369Y803 126,750,850 953,731 SH SOLE 953,731 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104 1,947,253 21,481 SH SOLE 21,481 0 0
ELI LILLY & CO COM 532457108 70,614,422 76,774 SH SOLE 76,774 0 0
CITIGROUP INC COM NEW 172967424 17,874,664 157,611 SH SOLE 157,611 0 0
PPG INDS INC COM 693506107 5,517,680 51,625 SH SOLE 51,625 0 0
STARBUCKS CORP COM 855244109 6,777,125 75,646 SH SOLE 75,646 0 0
WELLS FARGO & CO COM 949746101 16,171,816 203,138 SH SOLE 203,138 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 20,140,192 43,689 SH SOLE 43,689 0 0
AMERICAN EXPRESS CO COM 025816109 22,017,217 72,789 SH SOLE 72,789 0 0
MARSH & MCLENNAN COS INC COM 571748102 10,624,159 61,252 SH SOLE 61,252 0 0
PAYCHEX INC COM 704326107 6,352,042 68,954 SH SOLE 68,954 0 0
CORNING INC COM 219350105 8,475,690 62,335 SH SOLE 62,335 0 0
JPMORGAN CHASE & CO COM 46625H100 54,854,663 186,479 SH SOLE 186,479 0 0
AMETEK INC COM 031100100 5,208,091 24,296 SH SOLE 24,296 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 14,930,484 297,420 SH SOLE 297,420 0 0
BANK AMERICA CORP COM 060505104 29,571,653 606,598 SH SOLE 606,598 0 0
ANALOG DEVICES INC COM 032654105 13,352,336 41,970 SH SOLE 41,970 0 0
EATON CORP PLC SHS G29183103 12,407,930 34,691 SH SOLE 34,691 0 0
PEPSICO INC COM 713448108 10,840,484 69,808 SH SOLE 69,808 0 0
MCDONALDS CORP COM 580135101 21,445,132 69,002 SH SOLE 69,002 0 0
GENERAL MILLS INC COM 370334104 3,290,620 88,410 SH SOLE 88,410 0 0
HCA HEALTHCARE INC COM 40412C101 6,593,180 13,932 SH SOLE 13,932 0 0
MEDTRONIC PLC SHS G5960L103 13,053,216 150,643 SH SOLE 150,643 0 0
NIKE INC CL B 654106103 6,682,417 126,513 SH SOLE 126,513 0 0
CENTENE CORP DEL COM 15135B101 2,551,330 77,927 SH SOLE 77,927 0 0
ALLY FINL INC COM 02005N100 392,457 10,004 SH SOLE 10,004 0 0
AUTOLIV INC COM 052800109 1,993,203 18,954 SH SOLE 18,954 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 2,076,911 36,766 SH SOLE 36,766 0 0
CROWN HLDGS INC COM 228368106 1,826,355 18,218 SH SOLE 18,218 0 0
CORTEVA INC COM 22052L104 7,221,997 86,274 SH SOLE 86,274 0 0
PULTE GROUP INC COM 745867101 1,520,815 12,931 SH SOLE 12,931 0 0
HUNT J B TRANS SVCS INC COM 445658107 2,303,353 10,870 SH SOLE 10,870 0 0
KEYCORP COM 493267108 370,123 18,460 SH SOLE 18,460 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 5,109,768 18,096 SH SOLE 18,096 0 0
FOX CORP CL B COM 35137L204 1,427,009 26,874 SH SOLE 26,874 0 0
KKR & CO INC COM 48251W104 3,278,755 35,446 SH SOLE 35,446 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 2,529,528 34,866 SH SOLE 34,866 0 0
NRG ENERGY INC COM NEW 629377508 5,145,882 35,212 SH SOLE 35,212 0 0
BIO-TECHNE CORP COM 09073M104 570,366 10,914 SH SOLE 10,914 0 0
DOORDASH INC CL A 25809K105 4,485,428 29,869 SH SOLE 29,869 0 0
KYNDRYL HLDGS INC COMMON STOCK 50155Q100 263,266 20,066 SH SOLE 20,066 0 0
APA CORPORATION COM 03743Q108 1,270,399 29,934 SH SOLE 29,934 0 0
EQT CORP COM 26884L109 1,701,797 26,741 SH SOLE 26,741 0 0
PINNACLE FINL PARTNERS INC COM 72348N109 918,080 10,658 SH SOLE 10,658 0 0
KORN FERRY COM NEW 500643200 1,711,485 27,188 SH SOLE 27,188 0 0
HF SINCLAIR CORP COM 403949100 782,620 12,544 SH SOLE 12,544 0 0
TERADATA CORP DEL COM 88076W103 1,750,221 68,288 SH SOLE 68,288 0 0
MUELLER INDS INC COM 624756102 2,870,274 25,905 SH SOLE 25,905 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 4,179,448 30,478 SH SOLE 30,478 0 0
SAMSARA INC COM CL A 79589L106 371,438 11,721 SH SOLE 11,721 0 0
FEDERAL SIGNAL CORP COM 313855108 1,228,254 11,358 SH SOLE 11,358 0 0
HALOZYME THERAPEUTICS INC COM 40637H109 2,707,092 41,886 SH SOLE 41,886 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 2,240,176 11,871 SH SOLE 11,871 0 0
NATIONAL FUEL GAS CO COM 636180101 1,181,547 12,575 SH SOLE 12,575 0 0
TPG INC COM CL A 872657101 1,336,708 32,997 SH SOLE 32,997 0 0
AMER STATES WTR CO COM 029899101 1,581,744 20,917 SH SOLE 20,917 0 0
COVISTA INC COM 00737L103 1,626,984 14,117 SH SOLE 14,117 0 0
FULTON FINL CORP PA COM 360271100 1,155,759 56,822 SH SOLE 56,822 0 0
CLEARWAY ENERGY INC CL C 18539C204 620,546 15,794 SH SOLE 15,794 0 0
URBAN OUTFITTERS INC COM 917047102 1,856,218 29,301 SH SOLE 29,301 0 0
VIRTU FINL INC CL A 928254101 2,494,106 56,710 SH SOLE 56,710 0 0
BLACKROCK INC COM 09290D101 17,664,689 18,368 SH SOLE 18,368 0 0
WAYSTAR HLDG CORP COM 946784105 370,764 15,378 SH SOLE 15,378 0 0
LEVI STRAUSS & CO NEW CL A COM STK 52736R102 623,095 33,699 SH SOLE 33,699 0 0
ADT INC DEL COM 00090Q103 2,972,156 452,383 SH SOLE 452,383 0 0
PARAMOUNT SKYDANCE CORP COM CL B 69932A204 211,537 23,452 SH SOLE 23,452 0 0
TUTOR PERINI CORP COM 901109108 792,896 10,272 SH SOLE 10,272 0 0
INDIVIOR PHARMACEUTICALS INC COM 45579U109 2,193,280 71,958 SH SOLE 71,958 0 0
ISHARES TR BROAD USD HIGH 46435U853 137,965,800 3,745,000 SH SOLE 3,745,000 0 0
ISHARES TR ISHARES SEMICDTR 464287523 100,832,888 306,800 SH SOLE 306,800 0 0
ISHARES INC CORE MSCI EMKT 46434G103 2,218,050 31,800 SH SOLE 31,800 0 0
ROSS STORES INC COM 778296103 5,522,982 25,495 SH SOLE 25,495 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 8,307,322 114,647 SH SOLE 114,647 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 4,878,002 42,797 SH SOLE 42,797 0 0
TEXAS INSTRS INC COM 882508104 9,545,476 49,168 SH SOLE 49,168 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 1,597,755 34,060 SH SOLE 34,060 0 0
KINDER MORGAN INC DEL COM 49456B101 1,827,586 54,506 SH SOLE 54,506 0 0
BECTON DICKINSON & CO COM 075887109 5,491,729 34,928 SH SOLE 34,928 0 0
PHILLIPS 66 COM 718546104 5,528,616 30,347 SH SOLE 30,347 0 0
ALLSTATE CORP COM 020002101 7,347,300 35,436 SH SOLE 35,436 0 0
CSX CORP COM 126408103 1,387,942 33,811 SH SOLE 33,811 0 0
BROWN FORMAN CORP CL B 115637209 1,648,349 62,343 SH SOLE 62,343 0 0
BEST BUY INC COM 086516101 1,861,800 29,000 SH SOLE 29,000 0 0
TRUIST FINL CORP COM 89832Q109 5,249,636 114,197 SH SOLE 114,197 0 0
LAUDER ESTEE COS INC CL A 518439104 1,541,620 21,480 SH SOLE 21,480 0 0
BLACKSTONE INC COM 09260D107 12,487,339 108,595 SH SOLE 108,595 0 0
JOHNSON CONTROLS INTERNATION SHS G51502105 9,742,942 74,402 SH SOLE 74,402 0 0
METLIFE INC COM 59156R108 3,817,395 53,979 SH SOLE 53,979 0 0
VISTRA CORP COM 92840M102 3,857,317 25,659 SH SOLE 25,659 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 1,200,068 10,449 SH SOLE 10,449 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 4,837,650 14,621 SH SOLE 14,621 0 0
AVERY DENNISON CORP COM 053611109 2,131,562 12,344 SH SOLE 12,344 0 0
BORGWARNER INC COM 099724106 3,274,537 60,349 SH SOLE 60,349 0 0
NETAPP INC COM 64110D104 4,072,562 39,775 SH SOLE 39,775 0 0
C H ROBINSON WORLDWIDE IN COM NEW 12541W209 4,407,166 26,538 SH SOLE 26,538 0 0
OMNICOM GROUP INC COM 681919106 3,407,401 45,245 SH SOLE 45,245 0 0
REINSURANCE GROUP AMER INC COM NEW 759351604 2,961,341 14,505 SH SOLE 14,505 0 0
ROBERT HALF INC. COM 770323103 679,679 26,759 SH SOLE 26,759 0 0
FIDELITY NATL FINL INC COM SHS 31620R303 1,970,593 42,488 SH SOLE 42,488 0 0
FOX CORP CL A COM 35137L105 4,385,665 75,097 SH SOLE 75,097 0 0
FORTIVE CORP COM 34959J108 3,316,302 59,991 SH SOLE 59,991 0 0
HALLIBURTON CO COM 406216101 2,164,140 55,505 SH SOLE 55,505 0 0
HUNTINGTON BANCSHARES INC COM 446150104 1,429,800 91,361 SH SOLE 91,361 0 0
INCYTE CORP COM 45337C102 3,504,370 37,233 SH SOLE 37,233 0 0
MASCO CORP COM 574599106 1,398,894 23,172 SH SOLE 23,172 0 0
ARCH CAP GROUP LTD ORD G0450A105 4,090,038 42,609 SH SOLE 42,609 0 0
CHEWY INC CL A 16679L109 1,718,685 63,655 SH SOLE 63,655 0 0
LEIDOS HOLDINGS INC COM 525327102 3,777,736 24,291 SH SOLE 24,291 0 0
CONSTELLATION ENERGY CORP COM 21037T109 8,543,654 30,595 SH SOLE 30,595 0 0
SOUTHSTATE CORPORATION COM 840441109 1,612,901 17,433 SH SOLE 17,433 0 0
MAGNOLIA OIL & GAS CORP CL A 559663109 671,904 21,283 SH SOLE 21,283 0 0
EXPAND ENERGY CORPORATION COM 165167735 4,041,990 36,819 SH SOLE 36,819 0 0
AECOM COM 00766T100 4,382,310 51,666 SH SOLE 51,666 0 0
UIPATH INC CL A 90364P105 3,343,586 301,224 SH SOLE 301,224 0 0
GUARDANT HEALTH INC COM 40131M109 1,272,951 13,781 SH SOLE 13,781 0 0
JEFFERIES FINANCIAL GROUP IN COM 47233W109 844,467 20,462 SH SOLE 20,462 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105 1,256,174 58,920 SH SOLE 58,920 0 0
RITHM CAPITAL CORP COM NEW 64828T201 1,073,202 113,207 SH SOLE 113,207 0 0
EXLSERVICE HLDGS INC COM 302081104 2,206,925 72,477 SH SOLE 72,477 0 0
TAPESTRY INC COM 876030107 4,381,042 31,047 SH SOLE 31,047 0 0
PROSPERITY BANCSHARES INC COM 743606105 2,762,845 41,126 SH SOLE 41,126 0 0
TKO GROUP HOLDINGS INC CL A 87256C101 2,305,464 11,433 SH SOLE 11,433 0 0
FLOWSERVE CORP COM 34354P105 3,440,268 46,800 SH SOLE 46,800 0 0
PROCEPT BIOROBOTICS CORP COM 74276L105 1,066,051 42,625 SH SOLE 42,625 0 0
HECLA MINING COMPANY COM 422704106 4,890,729 262,519 SH SOLE 262,519 0 0
FRESHWORKS INC CLASS A COM 358054104 893,153 111,227 SH SOLE 111,227 0 0
EXTREME NETWORKS INC COM 30226D106 716,149 47,490 SH SOLE 47,490 0 0
CNO FINL GROUP INC COM 12621E103 608,509 14,820 SH SOLE 14,820 0 0
PEGASYSTEMS INC COM 705573103 3,410,205 80,127 SH SOLE 80,127 0 0
KULICKE & SOFFA INDS INC COM 501242101 1,023,392 15,572 SH SOLE 15,572 0 0
BLACK HILLS CORP COM 092113109 1,871,155 26,958 SH SOLE 26,958 0 0
REDDIT INC CL A 75734B100 2,601,169 19,318 SH SOLE 19,318 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 7,384,312 31,657 SH SOLE 31,657 0 0
CINEMARK HLDGS INC COM 17243V102 451,129 15,818 SH SOLE 15,818 0 0
OSCAR HEALTH INC CL A 687793109 852,106 74,290 SH SOLE 74,290 0 0
ROCKET COS INC COM CL A 77311W101 231,149 16,221 SH SOLE 16,221 0 0
BIOCRYST PHARMACEUTICALS INC COM 09058V103 533,586 56,049 SH SOLE 56,049 0 0
PERDOCEO ED CORP COM 71363P106 1,184,320 31,828 SH SOLE 31,828 0 0
NETSCOUT SYS INC COM 64115T104 1,298,717 40,853 SH SOLE 40,853 0 0
VISTANCE NETWORKS INC COM 20337X109 391,191 21,494 SH SOLE 21,494 0 0
GARRETT MOTION INC COM 366505105 2,398,622 132,010 SH SOLE 132,010 0 0
ISHARES TR US AER DEF ETF 464288760 5,603,938 25,618 SH SOLE 25,618 0 0
LOCKHEED MARTIN CORP COM 539830109 15,315,243 25,340 SH SOLE 25,340 0 0
HONEYWELL INTL INC COM 438516106 12,208,332 54,012 SH SOLE 54,012 0 0
KBR INC COM 48242W106 907,788 24,628 SH SOLE 24,628 0 0
INTUIT COM 461202103 15,993,736 36,990 SH SOLE 36,990 0 0
CATERPILLAR INC COM 149123101 15,919,096 22,470 SH SOLE 22,470 0 0
CVS HEALTH CORP COM 126650100 12,886,016 179,421 SH SOLE 179,421 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103 5,666,906 19,494 SH SOLE 19,494 0 0
PARKER-HANNIFIN CORP COM 701094104 12,544,103 14,012 SH SOLE 14,012 0 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 3,020,892 37,318 SH SOLE 37,318 0 0
THE CIGNA GROUP COM 125523100 11,232,042 42,107 SH SOLE 42,107 0 0
WELLTOWER INC COM 95040Q104 9,937,893 50,265 SH SOLE 50,265 0 0
META PLATFORMS INC CL A 30303M102 160,872,086 281,181 SH SOLE 281,181 0 0
ALPHABET INC CAP STK CL C 02079K107 153,330,972 534,515 SH SOLE 534,515 0 0
ALPHABET INC CAP STK CL A 02079K305 182,723,675 635,428 SH SOLE 635,428 0 0
CME GROUP INC COM 12572Q105 13,462,644 45,582 SH SOLE 45,582 0 0
MARVELL TECHNOLOGY INC COM 573874104 6,542,253 66,050 SH SOLE 66,050 0 0
FEDEX CORP COM 31428X106 5,736,279 16,105 SH SOLE 16,105 0 0
SHERWIN WILLIAMS CO COM 824348106 7,957,013 24,823 SH SOLE 24,823 0 0
SOUTHERN CO COM 842587107 3,858,773 39,979 SH SOLE 39,979 0 0
STATE STR CORP COM 857477103 5,456,255 43,112 SH SOLE 43,112 0 0
NORFOLK SOUTHN CORP COM 655844108 5,215,364 18,172 SH SOLE 18,172 0 0
NEWMONT CORP COM 651639106 16,243,995 150,060 SH SOLE 150,060 0 0
ECOLAB INC COM 278865100 11,920,888 44,812 SH SOLE 44,812 0 0
FREEPORT MCMORAN INC CL B 35671D857 1,346,709 22,911 SH SOLE 22,911 0 0
CISCO SYS INC COM 17275R102 32,181,772 414,767 SH SOLE 414,767 0 0
DOCUSIGN INC COM 256163106 1,730,323 36,497 SH SOLE 36,497 0 0
EBAY INC. COM 278642103 6,243,790 68,598 SH SOLE 68,598 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 18,293,244 92,255 SH SOLE 92,255 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 16,795,623 276,927 SH SOLE 276,927 0 0
CINTAS CORP COM 172908105 4,322,204 25,554 SH SOLE 25,554 0 0
NISOURCE INC COM 65473P105 2,220,223 47,583 SH SOLE 47,583 0 0
PG&E CORP COM 69331C108 3,771,119 214,634 SH SOLE 214,634 0 0
CARDINAL HEALTH INC COM 14149Y108 9,307,360 44,046 SH SOLE 44,046 0 0
DELTA AIR LINES INC COM NEW 247361702 2,513,808 37,813 SH SOLE 37,813 0 0
PINTEREST INC CL A 72352L106 500,700 27,301 SH SOLE 27,301 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 245,306 57,181 SH SOLE 57,181 0 0
RAYMOND JAMES FINL INC COM 754730109 1,975,225 13,642 SH SOLE 13,642 0 0
TYSON FOODS INC CL A 902494103 1,273,904 19,883 SH SOLE 19,883 0 0
GLOBE LIFE INC COM 37959E102 2,547,368 18,304 SH SOLE 18,304 0 0
LAS VEGAS SANDS CORP COM 517834107 761,109 14,126 SH SOLE 14,126 0 0
LAMB WESTON HLDGS INC COM 513272104 435,193 10,298 SH SOLE 10,298 0 0
BERKLEY W R CORP COM 084423102 2,224,821 33,567 SH SOLE 33,567 0 0
SCHEIN HENRY INC COM 806407102 741,643 10,063 SH SOLE 10,063 0 0
OGE ENERGY CORP COM 670837103 2,453,777 51,163 SH SOLE 51,163 0 0
LYFT INC CL A COM 55087P104 942,611 70,873 SH SOLE 70,873 0 0
APPLOVIN CORP COM CL A 03831W108 6,314,270 15,865 SH SOLE 15,865 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 8,828,746 70,371 SH SOLE 70,371 0 0
DECKERS OUTDOOR CORP COM 243537107 4,572,011 45,679 SH SOLE 45,679 0 0
VERALTO CORP COM SHS 92338C103 3,596,484 40,675 SH SOLE 40,675 0 0
CELSIUS HLDGS INC COM NEW 15118V207 551,395 15,541 SH SOLE 15,541 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 4,459,823 17,798 SH SOLE 17,798 0 0
LIVERAMP HLDGS INC COM 53815P108 604,974 22,812 SH SOLE 22,812 0 0
CAL MAINE FOODS INC COM NEW 128030202 1,416,468 17,896 SH SOLE 17,896 0 0
PJT PARTNERS INC COM CL A 69343T107 1,997,437 14,296 SH SOLE 14,296 0 0
BOX INC CL A 10316T104 1,110,702 46,984 SH SOLE 46,984 0 0
VALLEY NATL BANCORP COM 919794107 974,258 79,337 SH SOLE 79,337 0 0
FLOWERS FOODS INC COM 343498101 590,386 72,440 SH SOLE 72,440 0 0
CORE & MAIN INC CL A 21874C102 652,376 13,206 SH SOLE 13,206 0 0
CIENA CORP COM NEW 171779309 6,817,707 17,561 SH SOLE 17,561 0 0
ATKORE INC COM 047649108 634,991 10,779 SH SOLE 10,779 0 0
BELLRING BRANDS INC COMMON STOCK 07831C103 279,403 17,365 SH SOLE 17,365 0 0
ENCOMPASS HEALTH CORP COM 29261A100 1,084,053 11,207 SH SOLE 11,207 0 0
OCEANEERING INTL INC COM 675232102 424,363 11,964 SH SOLE 11,964 0 0
CLEAR SECURE INC COM CL A 18467V109 2,782,510 57,478 SH SOLE 57,478 0 0
RUSH ENTERPRISES INC CL A 781846209 1,882,548 28,476 SH SOLE 28,476 0 0
GENWORTH FINL INC COM SHS 37247D106 781,047 96,188 SH SOLE 96,188 0 0
ITRON INC COM 465741106 1,489,292 16,616 SH SOLE 16,616 0 0
ACI WORLDWIDE INC COM 004498101 1,172,025 28,579 SH SOLE 28,579 0 0
SERVISFIRST BANCSHARES INC COM 81768T108 730,121 10,025 SH SOLE 10,025 0 0
PRIVIA HEALTH GROUP INC COM 74276R102 381,615 18,552 SH SOLE 18,552 0 0
ZETA GLOBAL HOLDINGS CORP CL A 98956A105 441,684 27,744 SH SOLE 27,744 0 0
PROVIDENT FINL SVCS INC COM 74386T105 687,361 32,484 SH SOLE 32,484 0 0
ALIGNMENT HEALTHCARE INC COM 01625V104 654,583 37,150 SH SOLE 37,150 0 0
AERCAP HOLDINGS NV SHS N00985106 3,950,647 28,799 SH SOLE 28,799 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 7,226,009 26,005 SH SOLE 26,005 0 0
UNITED PARCEL SVCS INC CL B 911312106 5,229,586 53,157 SH SOLE 53,157 0 0
EVERSOURCE ENERGY COM 30040W108 5,393,933 77,857 SH SOLE 77,857 0 0
GILEAD SCIENCES INC COM 375558103 18,449,522 132,378 SH SOLE 132,378 0 0
MICROSOFT CORP COM 594918104 256,441,190 692,766 SH SOLE 692,766 0 0
HP INC COM 40434L105 2,995,319 155,925 SH SOLE 155,925 0 0
FORD MTR CO COM 345370860 4,458,156 386,322 SH SOLE 386,322 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 14,011,532 31,378 SH SOLE 31,378 0 0
ROCKWELL AUTOMATION INC COM 773903109 5,406,886 15,066 SH SOLE 15,066 0 0
DOMINION ENERGY INC COM 25746U109 3,102,437 50,185 SH SOLE 50,185 0 0
MORGAN STANLEY COM NEW 617446448 17,678,439 107,422 SH SOLE 107,422 0 0
PROCTER & GAMBLE CO COM 742718109 19,036,470 131,795 SH SOLE 131,795 0 0
RESMED INC COM 761152107 5,067,412 22,574 SH SOLE 22,574 0 0
APPLIED MATLS INC COM 038222105 30,937,464 90,516 SH SOLE 90,516 0 0
MCKESSON CORP COM 58155Q103 17,619,595 20,361 SH SOLE 20,361 0 0
NVIDIA CORPORATION COM 67066G104 463,886,909 2,659,902 SH SOLE 2,659,902 0 0
MASTERCARD INCORPORATED CL A 57636Q104 45,704,400 91,471 SH SOLE 91,471 0 0
UNITEDHEALTH GROUP INC COM 91324P102 32,165,574 118,872 SH SOLE 118,872 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 1,471,822 27,485 SH SOLE 27,485 0 0
DISNEY WALT CO COM 254687106 14,306,936 148,443 SH SOLE 148,443 0 0
MOODYS CORP COM 615369105 8,597,179 19,707 SH SOLE 19,707 0 0
SALESFORCE INC COM 79466L302 17,270,335 92,518 SH SOLE 92,518 0 0
WORKDAY INC CL A 98138H101 1,590,351 12,241 SH SOLE 12,241 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 1,291,694 13,993 SH SOLE 13,993 0 0
UGI CORP NEW COM 902681105 2,549,181 69,994 SH SOLE 69,994 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 2,452,148 15,092 SH SOLE 15,092 0 0
DATADOG INC CL A COM 23804L103 2,189,001 18,543 SH SOLE 18,543 0 0
EDISON INTL COM 281020107 3,541,766 48,398 SH SOLE 48,398 0 0
MARKETAXESS HLDGS INC COM 57060D108 2,422,896 14,686 SH SOLE 14,686 0 0
PALO ALTO NETWORKS INC COM 697435105 10,084,930 62,905 SH SOLE 62,905 0 0
RINGCENTRAL INC CL A 76680R206 3,613,082 97,152 SH SOLE 97,152 0 0
ZIONS BANCORPORATION NATL AS COM 989701107 785,994 13,641 SH SOLE 13,641 0 0
CBOE GLOBAL MKTS INC COM 12503M108 5,163,256 18,370 SH SOLE 18,370 0 0
CARNIVAL CORP COMMON STOCK 143658300 483,490 18,682 SH SOLE 18,682 0 0
INSULET CORP COM 45784P101 2,370,562 11,297 SH SOLE 11,297 0 0
EXPEDIA GROUP INC COM NEW 30212P303 6,170,997 26,727 SH SOLE 26,727 0 0
INVESCO LTD SHS G491BT108 399,886 16,463 SH SOLE 16,463 0 0
KEURIG DR PEPPER INC COM 49271V100 5,133,929 194,984 SH SOLE 194,984 0 0
KRAFT HEINZ CO COM 500754106 1,981,077 88,087 SH SOLE 88,087 0 0
TERADYNE INC COM 880770102 4,078,104 13,756 SH SOLE 13,756 0 0
HASBRO INC COM 418056107 3,211,510 34,311 SH SOLE 34,311 0 0
WAYFAIR INC CL A 94419L101 1,607,764 21,377 SH SOLE 21,377 0 0
HARTFORD INSURANCE GROUP INC COM 416515104 5,312,105 39,282 SH SOLE 39,282 0 0
CENCORA INC COM 03073E105 8,707,647 27,719 SH SOLE 27,719 0 0
NEXTERA ENERGY INC COM 65339F101 11,306,468 121,732 SH SOLE 121,732 0 0
VIATRIS INC COM 92556V106 1,320,359 97,732 SH SOLE 97,732 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 42,038,678 287,385 SH SOLE 287,385 0 0
ROBINHOOD MKTS INC COM CL A 770700102 5,238,387 75,590 SH SOLE 75,590 0 0
APOLLO GLOBAL MGMT INC COM 03769M106 4,723,836 42,492 SH SOLE 42,492 0 0
LINDE PLC SHS G54950103 12,531,326 25,277 SH SOLE 25,277 0 0
PHINIA INC COMMON STOCK 71880K101 1,140,621 16,666 SH SOLE 16,666 0 0
FIRST INTST BANCSYSTEM INC COM 32055Y201 1,353,635 40,528 SH SOLE 40,528 0 0
BLOCK H & R INC COM 093671105 3,048,087 96,033 SH SOLE 96,033 0 0
TEREX CORP NEW COM 880779103 2,186,050 36,989 SH SOLE 36,989 0 0
NUTANIX INC CL A 67059N108 1,154,098 30,363 SH SOLE 30,363 0 0
MGIC INVT CORP WIS COM 552848103 645,934 24,607 SH SOLE 24,607 0 0
MACYS INC COM 55616P104 3,330,966 184,133 SH SOLE 184,133 0 0
SELECTIVE INS GROUP INC COM 816300107 2,203,197 29,224 SH SOLE 29,224 0 0
GITLAB INC CLASS A COM 37637K108 896,978 41,450 SH SOLE 41,450 0 0
STIFEL FINL CORP COM 860630102 2,247,464 30,404 SH SOLE 30,404 0 0
PORTLAND GEN ELEC CO COM NEW 736508847 1,967,002 37,275 SH SOLE 37,275 0 0
GRANITE CONSTR INC COM 387328107 1,705,533 14,227 SH SOLE 14,227 0 0
RANGE RES CORP COM 75281A109 988,177 21,872 SH SOLE 21,872 0 0
EPLUS INC COM 294268107 1,398,446 18,584 SH SOLE 18,584 0 0
UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 2,184,083 69,358 SH SOLE 69,358 0 0
TRAVEL PLUS LEISURE CO COM 894164102 1,437,907 20,782 SH SOLE 20,782 0 0
CALIFORNIA RES CORP COM STOCK 13057Q305 2,319,631 33,511 SH SOLE 33,511 0 0
ENERGIZER HLDGS INC COM 29272W109 529,693 32,259 SH SOLE 32,259 0 0
FRONTDOOR INC COM 35905A109 1,999,482 37,826 SH SOLE 37,826 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102 330,938 11,930 SH SOLE 11,930 0 0
HAYWARD HLDGS INC COM 421298100 1,207,478 90,245 SH SOLE 90,245 0 0
MAPLEBEAR INC COM 565394103 4,435,301 118,401 SH SOLE 118,401 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104 895,237 130,311 SH SOLE 130,311 0 0
VERSANT MEDIA GROUP INC COM CL A 925283103 1,797,210 48,547 SH SOLE 48,547 0 0
BOEING CO COM 097023105 10,409,667 52,302 SH SOLE 52,302 0 0
CUMMINS INC COM 231021106 8,144,009 15,137 SH SOLE 15,137 0 0
BANK NEW YORK MELLON CORP COM 064058100 7,889,370 66,504 SH SOLE 66,504 0 0
UNION PAC CORP COM 907818108 6,550,497 26,999 SH SOLE 26,999 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 3,745,106 41,419 SH SOLE 41,419 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 25,224,800 104,067 SH SOLE 104,067 0 0
ADVANCED MICRO DEVICES INC COM 007903107 41,082,282 201,948 SH SOLE 201,948 0 0
MONDELEZ INTL INC CL A 609207105 3,157,750 54,784 SH SOLE 54,784 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 10,289,311 24,690 SH SOLE 24,690 0 0
ZOETIS INC CL A 98978V103 6,073,630 51,380 SH SOLE 51,380 0 0
STRYKER CORPORATION COM 863667101 11,148,073 33,927 SH SOLE 33,927 0 0
FASTENAL CO COM 311900104 3,607,832 77,755 SH SOLE 77,755 0 0
TJX COS INC NEW COM 872540109 15,761,751 98,696 SH SOLE 98,696 0 0
DEERE & CO COM 244199105 13,363,729 23,724 SH SOLE 23,724 0 0
TRAVELERS COMPANIES INC COM 89417E109 8,727,357 29,921 SH SOLE 29,921 0 0
HUMANA INC COM 444859102 3,111,830 17,947 SH SOLE 17,947 0 0
TESLA INC COM 88160R101 119,092,343 320,356 SH SOLE 320,356 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 24,676,404 51,495 SH SOLE 51,495 0 0
US BANCORP COM NEW 902973304 7,681,045 147,684 SH SOLE 147,684 0 0
AUTODESK INC COM 052769106 7,382,138 30,836 SH SOLE 30,836 0 0
ADOBE INC COM 00724F101 12,220,604 50,274 SH SOLE 50,274 0 0
AON PLC SHS CL A G0403H108 9,745,051 30,191 SH SOLE 30,191 0 0
NETFLIX INC. COM 64110L106 46,260,938 481,133 SH SOLE 481,133 0 0
MERCK & CO INC COM 58933Y105 26,297,078 218,614 SH SOLE 218,614 0 0
INTEL CORP COM 458140100 10,570,680 239,535 SH SOLE 239,535 0 0
PFIZER INC COM 717081103 16,109,187 573,689 SH SOLE 573,689 0 0
ABBVIE INC COM 00287Y109 43,873,823 201,728 SH SOLE 201,728 0 0
DEXCOM INC COM 252131107 2,404,612 38,290 SH SOLE 38,290 0 0
AMGEN INC COM 031162100 24,614,722 69,958 SH SOLE 69,958 0 0
VEEVA SYS INC CL A COM 922475108 3,678,496 20,941 SH SOLE 20,941 0 0
IDEXX LABS INC COM 45168D104 6,502,191 11,572 SH SOLE 11,572 0 0
DROPBOX INC CL A 26210C104 1,474,142 64,883 SH SOLE 64,883 0 0
GEN DIGITAL INC COM 668771108 2,721,161 144,512 SH SOLE 144,512 0 0
PTC INC COM 69370C100 2,072,802 14,547 SH SOLE 14,547 0 0
SMITH A O CORP COM 831865209 1,846,320 28,000 SH SOLE 28,000 0 0
NASDAQ INC COM 631103108 2,490,757 29,341 SH SOLE 29,341 0 0
NEWS CORP NEW CL A 65249B109 2,562,555 102,790 SH SOLE 102,790 0 0
ONEOK INC NEW COM 682680103 3,375,795 37,347 SH SOLE 37,347 0 0
EXPEDITORS INTL WASH INC COM 302130109 5,436,438 37,956 SH SOLE 37,956 0 0
SYNCHRONY FINANCIAL COM 87165B103 726,386 10,679 SH SOLE 10,679 0 0
F5 INC COM 315616102 3,675,359 12,703 SH SOLE 12,703 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 4,448,490 22,524 SH SOLE 22,524 0 0
GARMIN LTD SHS H2906T109 3,564,370 15,363 SH SOLE 15,363 0 0
VALERO ENERGY CORP COM 91913Y100 7,063,029 28,586 SH SOLE 28,586 0 0
WESTERN DIGITAL CORP COM 958102105 9,780,918 36,160 SH SOLE 36,160 0 0
AGNC INVT CORP COM 00123Q104 444,851 44,352 SH SOLE 44,352 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 6,028,390 17,466 SH SOLE 17,466 0 0
MUELLER WTR PRODS INC COM SER A 624758108 1,921,798 69,909 SH SOLE 69,909 0 0
ATLASSIAN CORPORATION CL A 049468101 2,778,594 40,712 SH SOLE 40,712 0 0
DIGITALOCEAN HLDGS INC COM 25402D102 1,261,395 14,705 SH SOLE 14,705 0 0
AMERICAN AIRLINES GROUP INC COM 02376R102 1,329,526 123,792 SH SOLE 123,792 0 0
ENVISTA HOLDINGS CORPORATION COM 29415F104 321,007 12,653 SH SOLE 12,653 0 0
EVERPURE INC CL A 74624M102 2,897,801 49,082 SH SOLE 49,082 0 0
F N B CORP COM 302520101 2,355,430 140,875 SH SOLE 140,875 0 0
GLOBUS MED INC CL A 379577208 2,123,844 24,650 SH SOLE 24,650 0 0
TETRA TECH INC NEW COM 88162G103 420,807 13,971 SH SOLE 13,971 0 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102 2,276,053 13,811 SH SOLE 13,811 0 0
DOLBY LABORATORIES INC COM CL A 25659T107 2,886,303 48,057 SH SOLE 48,057 0 0
NMI HLDGS INC COM 629209305 1,112,021 29,646 SH SOLE 29,646 0 0
NEXTPOWER INC CLASS A COM 65290E101 4,682,644 38,844 SH SOLE 38,844 0 0
AGILYSYS INC COM 00847J105 1,241,962 17,458 SH SOLE 17,458 0 0
CNX RES CORP COM 12653C108 1,303,453 33,812 SH SOLE 33,812 0 0
GREIF INC CL A 397624107 1,208,803 18,023 SH SOLE 18,023 0 0
BLACKBAUD INC COM 09227Q100 1,683,049 43,591 SH SOLE 43,591 0 0
CALIX INC COM 13100M509 900,779 18,387 SH SOLE 18,387 0 0
ENERPAC TOOL GROUP CORP CL A COM 292765104 375,823 10,305 SH SOLE 10,305 0 0
SOTERA HEALTH CO COM 83601L102 238,288 16,617 SH SOLE 16,617 0 0
PILGRIMS PRIDE CORP COM 72147K108 1,197,068 31,702 SH SOLE 31,702 0 0
LEMONADE INC COM 52567D107 1,409,548 22,488 SH SOLE 22,488 0 0
COEUR MNG INC COM NEW 192108504 3,600,799 191,838 SH SOLE 191,838 0 0
SPDR SERIES TRUST STATE STREET SPD 78468R606 138,754,000 5,950,000 SH SOLE 5,950,000 0 0
SELECT SECTOR SPDR TR STATE STREET IND 81369Y704 12,625,938 78,068 SH SOLE 78,068 0 0
SELECT SECTOR SPDR TR STATE STREET UTI 81369Y886 22,352,009 487,078 SH SOLE 487,078 0 0
ISHARES INC MSCI STH KOR ETF 464286772 37,573,651 305,452 SH SOLE 305,452 0 0
LOWES COS INC COM 548661107 9,614,706 40,692 SH SOLE 40,692 0 0
ORACLE CORP COM 68389X105 15,391,825 104,628 SH SOLE 104,628 0 0
MARRIOTT INTL INC NEW CL A 571903202 3,986,002 12,187 SH SOLE 12,187 0 0
YUM BRANDS INC COM 988498101 6,258,847 40,255 SH SOLE 40,255 0 0
SYSCO CORP COM 871829107 7,714,268 108,149 SH SOLE 108,149 0 0
VERISK ANALYTICS INC COM 92345Y106 2,310,206 12,175 SH SOLE 12,175 0 0
CLOROX CO DEL COM 189054109 3,605,495 34,792 SH SOLE 34,792 0 0
T-MOBILE US INC COM 872590104 9,764,715 46,492 SH SOLE 46,492 0 0
COLGATE PALMOLIVE CO COM 194162103 9,014,180 105,763 SH SOLE 105,763 0 0
OTIS WORLDWIDE CORP COM 68902V107 6,415,831 83,236 SH SOLE 83,236 0 0
JOHNSON & JOHNSON COM 478160104 64,749,712 264,890 SH SOLE 264,890 0 0
BOSTON SCIENTIFIC CORP COM 101137107 12,614,068 201,021 SH SOLE 201,021 0 0
REGENERON PHARMACEUTICALS COM 75886F107 9,155,011 11,849 SH SOLE 11,849 0 0
MCCORMICK & CO INC COM NON VTG 579780206 543,491 10,775 SH SOLE 10,775 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 5,806,601 72,510 SH SOLE 72,510 0 0
KIMBERLY-CLARK CORP COM 494368103 2,269,104 23,525 SH SOLE 23,525 0 0
D R HORTON INC COM 23331A109 1,876,484 13,675 SH SOLE 13,675 0 0
SLB LIMITED COM STK 806857108 9,729,926 189,335 SH SOLE 189,335 0 0
PAYPAL HLDGS INC COM 70450Y103 5,406,930 119,543 SH SOLE 119,543 0 0
BIOGEN INC COM 09062X103 3,249,891 17,727 SH SOLE 17,727 0 0
DUPONT DE NEMOURS INC COM 26614N102 1,864,976 40,720 SH SOLE 40,720 0 0
ABBOTT LABORATORIES COM 002824100 16,570,938 161,400 SH SOLE 161,400 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 18,012,608 36,646 SH SOLE 36,646 0 0
UBER TECHNOLOGIES INC COM 90353T100 18,152,543 252,364 SH SOLE 252,364 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 922,939 11,828 SH SOLE 11,828 0 0
CDW CORP COM 12514G108 1,999,977 16,526 SH SOLE 16,526 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 5,927,595 15,183 SH SOLE 15,183 0 0
PAYCOM SOFTWARE INC COM 70432V102 1,739,602 14,313 SH SOLE 14,313 0 0
AMERIPRISE FINL INC COM 03076C106 8,383,162 18,864 SH SOLE 18,864 0 0
PENTAIR PLC SHS G7S00T104 2,103,968 24,153 SH SOLE 24,153 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 4,414,988 16,044 SH SOLE 16,044 0 0
SEI INVTS CO COM 784117103 1,202,788 15,328 SH SOLE 15,328 0 0
INGERSOLL RAND INC COM 45687V106 2,203,540 27,503 SH SOLE 27,503 0 0
THE TRADE DESK INC COM CL A 88339J105 425,755 18,764 SH SOLE 18,764 0 0
GODADDY INC CL A 380237107 2,079,151 25,150 SH SOLE 25,150 0 0
V F CORP COM 918204108 866,065 50,975 SH SOLE 50,975 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 334,745 14,059 SH SOLE 14,059 0 0
WATERS CORP COM 941848103 4,058,716 13,629 SH SOLE 13,629 0 0
GALLAGHER ARTHUR J & CO COM 363576109 4,106,573 18,961 SH SOLE 18,961 0 0
AMERICAN ELEC PWR CO INC COM 025537101 5,734,750 43,750 SH SOLE 43,750 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 15,830,592 46,843 SH SOLE 46,843 0 0
AIRBNB INC COM CL A 009066101 7,942,633 62,897 SH SOLE 62,897 0 0
BAIDU INC SPON ADR REP A 056752108 9,382,010 84,204 SH SOLE 84,204 0 0
PROGRESS SOFTWARE CORP COM 743312100 732,410 28,554 SH SOLE 28,554 0 0
TD SYNNEX CORPORATION COM 87162W100 3,080,307 18,258 SH SOLE 18,258 0 0
MOELIS & CO CL A 60786M105 2,994,153 52,529 SH SOLE 52,529 0 0
FIVE9 INC COM 338307101 1,119,273 73,782 SH SOLE 73,782 0 0
WILLIAMS SONOMA INC COM 969904101 5,010,793 27,482 SH SOLE 27,482 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 1,019,434 10,358 SH SOLE 10,358 0 0
BANK OZK LITTLE ROCK ARK COM 06417N103 611,805 13,332 SH SOLE 13,332 0 0
RAMBUS INC DEL COM 750917106 2,210,197 25,691 SH SOLE 25,691 0 0
API GROUP CORP COM STK 00187Y100 2,732,264 67,430 SH SOLE 67,430 0 0
GAP INC COM 364760108 871,684 36,020 SH SOLE 36,020 0 0
RADIAN GROUP INC COM 750236101 1,537,459 46,477 SH SOLE 46,477 0 0
DONALDSON INC COM 257651109 1,884,963 22,210 SH SOLE 22,210 0 0
OLD REP INTL CORP COM 680223104 1,481,647 37,134 SH SOLE 37,134 0 0
COLUMBIA BKG SYS INC COM 197236102 2,122,451 77,377 SH SOLE 77,377 0 0
HEALTHEQUITY INC COM 42226A107 891,943 10,673 SH SOLE 10,673 0 0
KONTOOR BRANDS INC COM 50050N103 2,193,681 31,209 SH SOLE 31,209 0 0
LCI INDS COM 50189K103 1,403,694 11,414 SH SOLE 11,414 0 0
FIRST BANCORP CORPORATION COM NEW 318672706 368,887 17,270 SH SOLE 17,270 0 0
FIRST HAWAIIAN INC COM 32051X108 249,850 10,140 SH SOLE 10,140 0 0
FIRST MERCHANTS CORP COM 320817109 907,212 23,424 SH SOLE 23,424 0 0
PRIMORIS SVCS CORP COM 74164F103 1,476,888 10,325 SH SOLE 10,325 0 0
DOXIMITY INC CL A 26622P107 913,663 39,213 SH SOLE 39,213 0 0
SOLVENTUM CORP COM SHS 83444M101 1,095,146 16,771 SH SOLE 16,771 0 0
TE CONNECTIVITY PLC ORD SHS G87052109 8,622,075 41,250 SH SOLE 41,250 0 0
ASTERA LABS INC COM 04626A103 3,616,252 32,995 SH SOLE 32,995 0 0
LAZARD INC COM 52110M109 523,821 12,331 SH SOLE 12,331 0 0
VIPER ENERGY INC CL A 64361Q101 898,308 19,117 SH SOLE 19,117 0 0
ISHARES TR IBOXX HI YD ETF 464288513 111,384,000 1,400,000 SH SOLE 1,400,000 0 0
CAPITAL ONE FINL CORP COM 14040H105 14,130,845 77,459 SH SOLE 77,459 0 0
CONSTELLATION BRANDS INC CL A 21036P108 2,426,700 16,178 SH SOLE 16,178 0 0
DANAHER CORP DEL COM 235851102 13,772,354 72,639 SH SOLE 72,639 0 0
3M CO COM 88579Y101 9,148,619 62,994 SH SOLE 62,994 0 0
SERVICENOW INC COM 81762P102 11,903,749 113,857 SH SOLE 113,857 0 0
S&P GLOBAL INC COM 78409V104 14,418,601 33,899 SH SOLE 33,899 0 0
KROGER CO COM 501044101 1,814,427 25,075 SH SOLE 25,075 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 26,526,862 31,356 SH SOLE 31,356 0 0
AMAZON COM INC COM 023135106 181,607,691 871,982 SH SOLE 871,982 0 0
VISA INC COM CL A 92826C839 53,746,735 177,828 SH SOLE 177,828 0 0
ZOOM COMMUNICATIONS INC CL A 98980L101 3,776,079 46,972 SH SOLE 46,972 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 5,603,282 18,427 SH SOLE 18,427 0 0
EOG RES INC COM 26875P101 12,280,499 84,945 SH SOLE 84,945 0 0
PROGRESSIVE CORP COM 743315103 12,827,317 64,706 SH SOLE 64,706 0 0
ILLUMINA INC COM 452327109 3,349,097 27,171 SH SOLE 27,171 0 0
DOLLAR GEN CORP COM 256677105 2,687,928 22,639 SH SOLE 22,639 0 0
AT&T INC COM 00206R102 13,053,588 450,279 SH SOLE 450,279 0 0
SCHWAB CHARLES CORP COM 808513105 6,412,537 68,233 SH SOLE 68,233 0 0
EMERSON ELEC CO COM 291011104 8,409,257 64,183 SH SOLE 64,183 0 0
WALMART INC COM 931142103 52,482,203 422,324 SH SOLE 422,324 0 0
GENERAL MTRS CO COM 37045V100 4,521,703 60,694 SH SOLE 60,694 0 0
COSTCO WHOLESALE CORPORATION COM 22160K105 31,465,267 31,578 SH SOLE 31,578 0 0
BROADCOM INC COM 11135F101 149,073,015 481,642 SH SOLE 481,642 0 0
QUALCOMM INC COM 747525103 13,115,342 101,843 SH SOLE 101,843 0 0
SEMPRA COM 816851109 7,643,392 78,660 SH SOLE 78,660 0 0
DYNATRACE INC COM NEW 268150109 3,738,383 101,092 SH SOLE 101,092 0 0
GARTNER INC COM 366651107 1,983,209 12,525 SH SOLE 12,525 0 0
HENRY JACK & ASSOC INC COM 426281101 2,242,272 14,188 SH SOLE 14,188 0 0
ALLEGION PLC ORD SHS G0176J109 3,665,086 25,226 SH SOLE 25,226 0 0
FRANKLIN RESOURCES INC COM 354613101 775,114 32,816 SH SOLE 32,816 0 0
NORTHERN TR CORP COM 665859104 2,437,032 17,461 SH SOLE 17,461 0 0
COGNEX CORP COM 192422103 2,936,215 59,935 SH SOLE 59,935 0 0
PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,239,635 35,952 SH SOLE 35,952 0 0
REVVITY INC COM 714046109 1,409,733 16,091 SH SOLE 16,091 0 0
LINCOLN NATL CORP IND COM 534187109 1,090,560 30,720 SH SOLE 30,720 0 0
VOYA FINANCIAL INC COM 929089100 1,677,051 24,547 SH SOLE 24,547 0 0
HOWMET AEROSPACE INC COM 443201108 3,214,687 13,949 SH SOLE 13,949 0 0
DEVON ENERGY CORP NEW COM 25179M103 5,871,941 116,692 SH SOLE 116,692 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 8,569,358 21,874 SH SOLE 21,874 0 0
SOFI TECHNOLOGIES INC COM 83406F102 1,939,631 122,143 SH SOLE 122,143 0 0
ALCOA CORP COM 013872106 862,754 13,007 SH SOLE 13,007 0 0
ROBLOX CORP CL A 771049103 3,960,840 70,029 SH SOLE 70,029 0 0
SOUTHWEST GAS HLDGS INC COM 844895102 1,108,062 12,751 SH SOLE 12,751 0 0
TORO CO COM 891092108 1,515,503 16,219 SH SOLE 16,219 0 0
GRACO INC COM 384109104 1,660,579 19,617 SH SOLE 19,617 0 0
TOAST INC CL A 888787108 364,221 13,739 SH SOLE 13,739 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 3,329,302 46,773 SH SOLE 46,773 0 0
ALBERTSONS COS INC COMMON STOCK 013091103 2,471,839 145,061 SH SOLE 145,061 0 0
CVB FINL CORP COM 126600105 1,347,508 69,495 SH SOLE 69,495 0 0
SCOTTS MIRACLE-GRO CO CL A 810186106 3,445,920 56,667 SH SOLE 56,667 0 0
SPROUTS FMRS MKT INC COM 85208M102 856,220 11,101 SH SOLE 11,101 0 0
ARROWHEAD PHARMACEUTICALS IN COM 04280A100 765,442 12,208 SH SOLE 12,208 0 0
US FOODS HLDG CORP COM 912008109 3,723,716 40,383 SH SOLE 40,383 0 0
MAXIMUS INC COM 577933104 734,650 11,461 SH SOLE 11,461 0 0
SPX TECHNOLOGIES INC COM 78473E103 2,400,480 12,006 SH SOLE 12,006 0 0
ZURN ELKAY WATER SOLNS CORP COM 98983L108 3,060,734 68,259 SH SOLE 68,259 0 0
SM ENERGY COMPANY COM 78454L100 1,851,655 59,386 SH SOLE 59,386 0 0
ABERCROMBIE & FITCH CO CL A 002896207 3,160,031 34,585 SH SOLE 34,585 0 0
VONTIER CORPORATION COM 928881101 929,598 26,208 SH SOLE 26,208 0 0
ANTERO MIDSTREAM CORP COM 03676B102 1,852,318 81,242 SH SOLE 81,242 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 1,940,306 116,186 SH SOLE 116,186 0 0
AVNET INC COM 053807103 618,233 10,033 SH SOLE 10,033 0 0
NEW JERSEY RES CORP COM 646025106 1,510,630 27,506 SH SOLE 27,506 0 0
CROCS INC COM 227046109 2,649,168 31,910 SH SOLE 31,910 0 0
COMMVAULT SYS INC COM 204166102 1,740,374 22,344 SH SOLE 22,344 0 0
ASSOCIATED BANC-CORP COM 045487105 821,314 31,760 SH SOLE 31,760 0 0
INTERDIGITAL INC COM 45867G101 3,438,572 11,386 SH SOLE 11,386 0 0
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 2,362,730 64,928 SH SOLE 64,928 0 0
CALIFORNIA WTR SVC GROUP COM 130788102 1,183,329 26,099 SH SOLE 26,099 0 0
BGC GROUP INC CL A 088929104 251,092 25,674 SH SOLE 25,674 0 0
ONE GAS INC COM 68235P108 1,581,519 18,362 SH SOLE 18,362 0 0
OTTER TAIL CORP COM 689648103 1,497,971 17,067 SH SOLE 17,067 0 0
CARGURUS INC COM CL A 141788109 930,757 27,335 SH SOLE 27,335 0 0
NORTHWEST BANCSHARES INC COM 667340103 381,017 30,025 SH SOLE 30,025 0 0
CATALYST PHARMACEUTICALS INC COM 14888U101 951,403 38,425 SH SOLE 38,425 0 0
SIRIUSXM HOLDINGS INC COMMON STOCK 829933100 323,212 14,004 SH SOLE 14,004 0 0
SYMBOTIC INC CLASS A COM 87151X101 1,292,334 24,292 SH SOLE 24,292 0 0
SUNBELT RENTALS HOLDINGS INC SHS 866966104 1,376,503 28,979 SH SOLE 28,979 0 0