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 5,573,346 38,376 SH SOLE 38,376 0 0
ABBOTT LABORATORIES COM 002824100 3,716,449 36,198 SH SOLE 36,198 0 0
ACADIA HEALTHCARE COMPANY IN COM 00404A109 268,400 11,475 SH SOLE 11,475 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 4,292,185 21,646 SH SOLE 21,646 0 0
ADVANCED MICRO DEVICES INC COM 007903107 1,330,636 6,541 SH SOLE 6,541 0 0
AES CORP COM 00130H105 3,999,362 283,844 SH SOLE 283,844 0 0
AFLAC INC COM 001055102 2,910,058 26,525 SH SOLE 26,525 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 2,541,184 22,295 SH SOLE 22,295 0 0
AGREE RLTY CORP COM 008492100 562,410 7,461 SH SOLE 7,461 0 0
AIRBNB INC COM CL A 009066101 2,945,481 23,325 SH SOLE 23,325 0 0
ALBEMARLE CORP COM 012653101 1,295,848 7,218 SH SOLE 7,218 0 0
ALLEGION PLC ORD SHS G0176J109 815,222 5,611 SH SOLE 5,611 0 0
ALLEGRO MICROSYSTEMS INC COM 01749D105 215,886 6,847 SH SOLE 6,847 0 0
ALLIANT ENERGY CORP COM 018802108 1,760,058 24,527 SH SOLE 24,527 0 0
ALLY FINL INC COM 02005N100 247,149 6,300 SH SOLE 6,300 0 0
ALPHABET INC CAP STK CL A 02079K305 2,287,540 7,955 SH SOLE 7,955 0 0
ALTRIA GROUP INC COM 02209S103 1,046,139 15,853 SH SOLE 15,853 0 0
AMDOCS LTD SHS G02602103 228,541 3,502 SH SOLE 3,502 0 0
AMENTUM HOLDINGS INC COM 023939101 215,995 8,282 SH SOLE 8,282 0 0
AMER SPORTS INC COM SHS G0260P102 375,749 11,414 SH SOLE 11,414 0 0
AMEREN CORP COM 023608102 2,387,792 21,723 SH SOLE 21,723 0 0
AMERICAN AIRLINES GROUP INC COM 02376R102 408,270 38,014 SH SOLE 38,014 0 0
AMERICAN ELEC PWR CO INC COM 025537101 273,957 2,090 SH SOLE 2,090 0 0
AMERICAN EXPRESS CO COM 025816109 623,714 2,062 SH SOLE 2,062 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 465,650 16,678 SH SOLE 16,678 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 1,899,385 25,241 SH SOLE 25,241 0 0
AMERICAN TOWER CORP COM 03027X100 519,121 3,008 SH SOLE 3,008 0 0
AMERICOLD REALTY TRUST INC COM 03064D108 181,458 15,834 SH SOLE 15,834 0 0
AMERIPRISE FINL INC COM 03076C106 2,349,987 5,288 SH SOLE 5,288 0 0
AMETEK INC COM 031100100 3,625,256 16,912 SH SOLE 16,912 0 0
AMPHENOL CORP CL A 032095101 1,870,485 14,804 SH SOLE 14,804 0 0
ANALOG DEVICES INC COM 032654105 795,350 2,500 SH SOLE 2,500 0 0
AON PLC SHS CL A G0403H108 3,408,880 10,561 SH SOLE 10,561 0 0
API GROUP CORP COM STK 00187Y100 314,152 7,753 SH SOLE 7,753 0 0
APPLE INC COM 037833100 1,237,988 4,878 SH SOLE 4,878 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105 592,460 2,233 SH SOLE 2,233 0 0
APPLOVIN CORP COM CL A 03831W108 281,784 708 SH SOLE 708 0 0
APTIV PLC COM SHS G3265R107 847,376 12,203 SH SOLE 12,203 0 0
ARISTA NETWORKS INC COM SHS 040413205 3,383,080 27,554 SH SOLE 27,554 0 0
ASSURANT INC COM 04621X108 764,731 3,511 SH SOLE 3,511 0 0
ATI INC COM 01741R102 276,374 1,900 SH SOLE 1,900 0 0
AURORA INNOVATION INC CLASS A COM 051774107 103,437 25,106 SH SOLE 25,106 0 0
AUTODESK INC COM 052769106 1,901,315 7,942 SH SOLE 7,942 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 3,849,448 18,946 SH SOLE 18,946 0 0
AUTONATION INC COM 05329W102 562,154 2,879 SH SOLE 2,879 0 0
AXALTA COATING SYS LTD COM G0750C108 504,445 18,211 SH SOLE 18,211 0 0
AXIS CAP HLDGS LTD SHS G0692U109 592,539 5,843 SH SOLE 5,843 0 0
BANK NEW YORK MELLON CORP COM 064058100 2,278,408 19,206 SH SOLE 19,206 0 0
BATH & BODY WORKS INC COM 070830104 280,311 15,014 SH SOLE 15,014 0 0
BECTON DICKINSON & CO COM 075887109 586,940 3,733 SH SOLE 3,733 0 0
BENTLEY SYS INC COM CL B 08265T208 333,464 9,495 SH SOLE 9,495 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,305,341 2,724 SH SOLE 2,724 0 0
BLACKROCK INC COM 09290D101 2,391,773 2,487 SH SOLE 2,487 0 0
BLACKSTONE INC COM 09260D107 1,007,427 8,761 SH SOLE 8,761 0 0
BLOCK INC CL A 852234103 327,018 5,434 SH SOLE 5,434 0 0
BLUE OWL CAPITAL INC COM CL A 09581B103 383,615 42,017 SH SOLE 42,017 0 0
BOOKING HOLDINGS INC COM 09857L108 5,536,571 1,315 SH SOLE 1,315 0 0
BORGWARNER INC COM 099724106 492,084 9,069 SH SOLE 9,069 0 0
BOSTON SCIENTIFIC CORP COM 101137107 402,416 6,413 SH SOLE 6,413 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 1,114,868 18,382 SH SOLE 18,382 0 0
BROADCOM INC COM 11135F101 5,296,954 17,114 SH SOLE 17,114 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,712,214 10,538 SH SOLE 10,538 0 0
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 113004105 3,275,876 73,698 SH SOLE 73,698 0 0
BROWN FORMAN CORP CL B 115637209 1,034,253 39,117 SH SOLE 39,117 0 0
BURLINGTON STORES INC COM 122017106 878,526 2,700 SH SOLE 2,700 0 0
C H ROBINSON WORLDWIDE IN COM NEW 12541W209 799,627 4,815 SH SOLE 4,815 0 0
CAPITAL ONE FINL CORP COM 14040H105 4,208,295 23,068 SH SOLE 23,068 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 2,542,372 144,289 SH SOLE 144,289 0 0
CARDINAL HEALTH INC COM 14149Y108 2,455,634 11,621 SH SOLE 11,621 0 0
CARMAX INC COM 143130102 304,906 7,333 SH SOLE 7,333 0 0
CBOE GLOBAL MKTS INC COM 12503M108 617,230 2,196 SH SOLE 2,196 0 0
CBRE GROUP INC CL A 12504L109 1,909,715 14,098 SH SOLE 14,098 0 0
CCC INTELLIGENT SOLUTIONS HL COM 12510Q100 100,566 16,761 SH SOLE 16,761 0 0
CDW CORP COM 12514G108 468,831 3,874 SH SOLE 3,874 0 0
CELANESE CORP DEL COM 150870103 278,207 4,230 SH SOLE 4,230 0 0
CENTENE CORP DEL COM 15135B101 3,109,907 94,988 SH SOLE 94,988 0 0
CHEVRON CORPORATION COM 166764100 6,262,449 30,268 SH SOLE 30,268 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 1,476,973 46,141 SH SOLE 46,141 0 0
CHUBB LTD SWITZ COM H1467J104 2,885,132 8,852 SH SOLE 8,852 0 0
CHURCH & DWIGHT CO INC COM 171340102 1,373,110 14,714 SH SOLE 14,714 0 0
CIRCLE INTERNET GROUP INC COM CL A 172573107 848,481 8,893 SH SOLE 8,893 0 0
CISCO SYS INC COM 17275R102 2,658,466 34,263 SH SOLE 34,263 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101 429,598 50,840 SH SOLE 50,840 0 0
CMS ENERGY CORP COM 125896100 1,672,470 21,558 SH SOLE 21,558 0 0
CNA FINL CORP COM 126117100 263,168 5,731 SH SOLE 5,731 0 0
CNH INDL N V SHS N20944109 1,157,376 105,216 SH SOLE 105,216 0 0
COCA COLA CO COM 191216100 2,628,288 34,560 SH SOLE 34,560 0 0
COGNEX CORP COM 192422103 293,891 5,999 SH SOLE 5,999 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 1,545,713 25,195 SH SOLE 25,195 0 0
COHERENT CORP COM 19247G107 414,962 1,742 SH SOLE 1,742 0 0
COLGATE PALMOLIVE CO COM 194162103 1,949,807 22,877 SH SOLE 22,877 0 0
COMCAST CORP NEW CL A 20030N101 3,101,283 108,021 SH SOLE 108,021 0 0
COMFORT SYS USA INC COM 199908104 524,016 380 SH SOLE 380 0 0
CONSOLIDATED EDISON INC COM 209115104 702,735 6,209 SH SOLE 6,209 0 0
CONSTELLATION ENERGY CORP COM 21037T109 1,309,962 4,691 SH SOLE 4,691 0 0
COOPER COS INC COM 216648501 1,084,369 15,166 SH SOLE 15,166 0 0
COPART INC COM 217204106 1,634,569 49,234 SH SOLE 49,234 0 0
COSTCO WHOLESALE CORPORATION COM 22160K105 2,015,778 2,023 SH SOLE 2,023 0 0
COUPANG INC CL A 22266T109 999,847 52,958 SH SOLE 52,958 0 0
CRANE COMPANY COMMON STOCK 224408104 419,121 2,451 SH SOLE 2,451 0 0
CUBESMART COM 229663109 507,786 13,855 SH SOLE 13,855 0 0
CUMMINS INC COM 231021106 5,067,072 9,418 SH SOLE 9,418 0 0
CVS HEALTH CORP COM 126650100 1,506,281 20,973 SH SOLE 20,973 0 0
DANAHER CORP DEL COM 235851102 4,000,181 21,098 SH SOLE 21,098 0 0
DARLING INGREDIENTS INC COM 237266101 485,337 7,847 SH SOLE 7,847 0 0
DEVON ENERGY CORP NEW COM 25179M103 398,585 7,921 SH SOLE 7,921 0 0
DEXCOM INC COM 252131107 754,354 12,012 SH SOLE 12,012 0 0
DISNEY WALT CO COM 254687106 659,432 6,842 SH SOLE 6,842 0 0
DOLLAR GEN CORP COM 256677105 1,838,178 15,482 SH SOLE 15,482 0 0
DOMINOS PIZZA INC COM 25754A201 1,576,523 4,394 SH SOLE 4,394 0 0
DUTCH BROS INC CL A 26701L100 224,880 4,439 SH SOLE 4,439 0 0
EBAY INC. COM 278642103 1,605,957 17,644 SH SOLE 17,644 0 0
ECOLAB INC COM 278865100 4,164,809 15,656 SH SOLE 15,656 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 267,307 3,338 SH SOLE 3,338 0 0
ELECTRONIC ARTS INC COM 285512109 5,962,382 29,246 SH SOLE 29,246 0 0
EMCOR GROUP INC COM 29084Q100 384,660 521 SH SOLE 521 0 0
ENPHASE ENERGY INC COM 29355A107 281,420 7,443 SH SOLE 7,443 0 0
EQT CORP COM 26884L109 1,442,337 22,664 SH SOLE 22,664 0 0
EQUINIX INC COM 29444U700 488,160 498 SH SOLE 498 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 1,987,677 33,604 SH SOLE 33,604 0 0
ESAB CORPORATION COM 29605J106 419,601 4,341 SH SOLE 4,341 0 0
ESSENTIAL UTILS INC COM 29670G102 564,545 14,019 SH SOLE 14,019 0 0
ESSEX PPTY TR INC COM 297178105 505,054 2,087 SH SOLE 2,087 0 0
ETSY INC COM 29786A106 264,294 5,288 SH SOLE 5,288 0 0
EVERPURE INC CL A 74624M102 1,440,576 24,400 SH SOLE 24,400 0 0
EVERUS CONSTR GROUP COM 300426103 215,460 1,825 SH SOLE 1,825 0 0
EXPAND ENERGY CORPORATION COM 165167735 1,192,869 10,866 SH SOLE 10,866 0 0
EXPEDITORS INTL WASH INC COM 302130109 890,461 6,217 SH SOLE 6,217 0 0
EXXON MOBIL CORP COM 30231G102 391,236 2,306 SH SOLE 2,306 0 0
F N B CORP COM 302520101 453,112 27,100 SH SOLE 27,100 0 0
FEDERAL RLTY INVT TR NEW SH BEN INT NEW 313745101 448,525 4,223 SH SOLE 4,223 0 0
FEDEX CORP COM 31428X106 1,878,137 5,273 SH SOLE 5,273 0 0
FERMI INC COM 314911108 86,549 14,820 SH SOLE 14,820 0 0
FIDELITY NATL FINL INC COM SHS 31620R303 345,670 7,453 SH SOLE 7,453 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 3,448,166 73,506 SH SOLE 73,506 0 0
FISERV INC COM 337738108 1,856,968 33,279 SH SOLE 33,279 0 0
FIVE BELOW INC COM 33829M101 450,563 1,972 SH SOLE 1,972 0 0
FLEXTRONICS INTL LTD ORD Y2573F102 324,551 4,958 SH SOLE 4,958 0 0
FORD MTR CO COM 345370860 1,566,994 135,788 SH SOLE 135,788 0 0
FORTINET INC COM 34959E109 228,081 2,791 SH SOLE 2,791 0 0
FOX CORP CL A COM 35137L105 926,341 15,862 SH SOLE 15,862 0 0
FRANKLIN RESOURCES INC COM 354613101 470,251 19,909 SH SOLE 19,909 0 0
FREEPORT MCMORAN INC CL B 35671D857 1,866,500 31,754 SH SOLE 31,754 0 0
GAMING & LEISURE P COM 36467J108 985,990 22,222 SH SOLE 22,222 0 0
GCI LIBERTY INC COM SER C 36164V800 437,366 11,754 SH SOLE 11,754 0 0
GE AEROSPACE COM NEW 369604301 2,101,033 7,404 SH SOLE 7,404 0 0
GEN DIGITAL INC COM 668771108 390,176 20,721 SH SOLE 20,721 0 0
GENERAL DYNAMICS CORP COM 369550108 4,439,894 12,936 SH SOLE 12,936 0 0
GENERAL MTRS CO COM 37045V100 3,388,558 45,484 SH SOLE 45,484 0 0
GENUINE PARTS CO COM 372460105 714,870 6,760 SH SOLE 6,760 0 0
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108 631,927 14,207 SH SOLE 14,207 0 0
GLOBE LIFE INC COM 37959E102 2,570,192 18,468 SH SOLE 18,468 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 848,903 5,676 SH SOLE 5,676 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101 227,518 4,388 SH SOLE 4,388 0 0
HASBRO INC COM 418056107 1,395,857 14,913 SH SOLE 14,913 0 0
HEICO CORP NEW CL A 422806208 581,131 2,753 SH SOLE 2,753 0 0
HENRY JACK & ASSOC INC COM 426281101 347,530 2,199 SH SOLE 2,199 0 0
HERSHEY CO COM 427866108 868,564 4,178 SH SOLE 4,178 0 0
HF SINCLAIR CORP COM 403949100 542,606 8,697 SH SOLE 8,697 0 0
HOLOGIC INC COM 436440101 3,585,083 47,428 SH SOLE 47,428 0 0
HOME DEPOT INC COM 437076102 1,979,918 6,020 SH SOLE 6,020 0 0
HONEYWELL INTL INC COM 438516106 203,201 899 SH SOLE 899 0 0
HOST HOTELS & RESORTS INC COM 44107P104 3,031,189 158,204 SH SOLE 158,204 0 0
HOWMET AEROSPACE INC COM 443201108 1,336,668 5,800 SH SOLE 5,800 0 0
HUBSPOT INC COM 443573100 336,126 1,377 SH SOLE 1,377 0 0
HUNT J B TRANS SVCS INC COM 445658107 543,524 2,565 SH SOLE 2,565 0 0
HUNTINGTON BANCSHARES INC COM 446150104 1,119,460 71,531 SH SOLE 71,531 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 1,054,223 2,775 SH SOLE 2,775 0 0
IDACORP INC COM 451107106 317,250 2,219 SH SOLE 2,219 0 0
ILLINOIS TOOL WKS INC COM 452308109 3,158,099 12,133 SH SOLE 12,133 0 0
INGERSOLL RAND INC COM 45687V106 552,828 6,900 SH SOLE 6,900 0 0
INGREDION INC COM 457187102 242,106 2,149 SH SOLE 2,149 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 2,233,533 14,201 SH SOLE 14,201 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 1,333,872 5,503 SH SOLE 5,503 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 1,508,359 3,272 SH SOLE 3,272 0 0
IRON MTN INC DEL COM 46284V101 603,647 5,910 SH SOLE 5,910 0 0
ITT INC COM 45073V108 1,124,127 5,900 SH SOLE 5,900 0 0
JACOBS SOLUTIONS INC COM 46982L108 1,265,290 9,941 SH SOLE 9,941 0 0
JAMES HARDIE INDS PLC ORD SHS G4253H101 730,061 38,546 SH SOLE 38,546 0 0
JEFFERIES FINANCIAL GROUP IN COM 47233W109 252,325 6,114 SH SOLE 6,114 0 0
JOHNSON CONTROLS INTERNATION SHS G51502105 645,322 4,928 SH SOLE 4,928 0 0
JPMORGAN CHASE & CO COM 46625H100 2,634,497 8,956 SH SOLE 8,956 0 0
KENVUE INC COM 49177J102 2,506,127 145,367 SH SOLE 145,367 0 0
KEURIG DR PEPPER INC COM 49271V100 615,806 23,388 SH SOLE 23,388 0 0
KEYCORP COM 493267108 1,503,489 74,987 SH SOLE 74,987 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 1,909,951 6,764 SH SOLE 6,764 0 0
KINDER MORGAN INC DEL COM 49456B101 898,336 26,792 SH SOLE 26,792 0 0
KKR & CO INC COM 48251W104 841,750 9,100 SH SOLE 9,100 0 0
LAS VEGAS SANDS CORP COM 517834107 3,991,861 74,088 SH SOLE 74,088 0 0
LAUDER ESTEE COS INC CL A 518439104 482,940 6,729 SH SOLE 6,729 0 0
LEIDOS HOLDINGS INC COM 525327102 1,799,988 11,574 SH SOLE 11,574 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 3,730,701 74,169 SH SOLE 74,169 0 0
LIBERTY LIVE HOLDINGS INC COM SHS SER C 530909308 1,330,998 14,143 SH SOLE 14,143 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755 1,611,894 18,959 SH SOLE 18,959 0 0
LINDE PLC SHS G54950103 2,465,910 4,974 SH SOLE 4,974 0 0
LINEAGE INC COM 53566V106 424,176 12,948 SH SOLE 12,948 0 0
LOCKHEED MARTIN CORP COM 539830109 4,178,752 6,914 SH SOLE 6,914 0 0
LOEWS CORP COM 540424108 843,353 7,901 SH SOLE 7,901 0 0
LUCID GROUP INC COM NEW 549498202 206,696 21,689 SH SOLE 21,689 0 0
MACYS INC COM 55616P104 625,679 34,587 SH SOLE 34,587 0 0
MANHATTAN ASSOCIATES INC COM 562750109 228,434 1,716 SH SOLE 1,716 0 0
MARKETAXESS HLDGS INC COM 57060D108 321,546 1,949 SH SOLE 1,949 0 0
MARSH & MCLENNAN COS INC COM 571748102 2,254,503 12,998 SH SOLE 12,998 0 0
MASIMO CORP COM 574795100 491,099 2,761 SH SOLE 2,761 0 0
MASTEC INC COM 576323109 474,567 1,475 SH SOLE 1,475 0 0
MATCH GROUP INC NEW COM 57667L107 219,177 7,137 SH SOLE 7,137 0 0
MCDONALDS CORP COM 580135101 5,552,574 17,866 SH SOLE 17,866 0 0
MEDLINE INC COM CL A 58507V107 249,200 5,600 SH SOLE 5,600 0 0
MERCK & CO INC COM 58933Y105 2,731,906 22,711 SH SOLE 22,711 0 0
METLIFE INC COM 59156R108 1,522,531 21,529 SH SOLE 21,529 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 274,942 218 SH SOLE 218 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 530,060 8,204 SH SOLE 8,204 0 0
MICRON TECHNOLOGY INC COM 595112103 1,437,509 4,255 SH SOLE 4,255 0 0
MIDDLEBY CORP COM 596278101 218,227 1,646 SH SOLE 1,646 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 380,777 5,255 SH SOLE 5,255 0 0
MOODYS CORP COM 615369105 1,033,040 2,368 SH SOLE 2,368 0 0
MORGAN STANLEY COM NEW 617446448 961,253 5,841 SH SOLE 5,841 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 3,012,186 6,941 SH SOLE 6,941 0 0
NASDAQ INC COM 631103108 1,744,320 20,548 SH SOLE 20,548 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 389,950 2,960 SH SOLE 2,960 0 0
NEWMONT CORP COM 651639106 4,382,068 40,481 SH SOLE 40,481 0 0
NEWS CORP NEW CL A 65249B109 947,340 38,000 SH SOLE 38,000 0 0
NEWS CORP NEW CL B 65249B208 224,488 7,874 SH SOLE 7,874 0 0
NISOURCE INC COM 65473P105 930,074 19,933 SH SOLE 19,933 0 0
NNN REIT INC COM 637417106 205,695 4,894 SH SOLE 4,894 0 0
NORDSON CORP COM 655663102 567,506 2,133 SH SOLE 2,133 0 0
NORFOLK SOUTHN CORP COM 655844108 3,368,519 11,737 SH SOLE 11,737 0 0
NORTHERN TR CORP COM 665859104 1,104,836 7,916 SH SOLE 7,916 0 0
NORTHROP GRUMMAN CORP COM 666807102 1,952,571 2,862 SH SOLE 2,862 0 0
NOV INC COM 62955J103 355,641 18,907 SH SOLE 18,907 0 0
NRG ENERGY INC COM NEW 629377508 5,554,635 38,009 SH SOLE 38,009 0 0
NU HLDGS LTD ORD SHS CL A G6683N103 741,693 51,614 SH SOLE 51,614 0 0
NUCOR CORP COM 670346105 1,593,260 9,422 SH SOLE 9,422 0 0
NVENT ELEC PLC SHS G6700G107 398,130 3,366 SH SOLE 3,366 0 0
NVIDIA CORPORATION COM 67066G104 1,840,443 10,553 SH SOLE 10,553 0 0
NVR INC COM 62944T105 1,410,224 214 SH SOLE 214 0 0
NXP SEMICONDUCTORS N V COM N6596X109 1,444,559 7,338 SH SOLE 7,338 0 0
OGE ENERGY CORP COM 670837103 557,919 11,633 SH SOLE 11,633 0 0
OLLIES BARGAIN OUTLET HLDGS COM 681116109 463,053 5,031 SH SOLE 5,031 0 0
OMNICOM GROUP INC COM 681919106 2,018,685 26,805 SH SOLE 26,805 0 0
ONTO INNOVATION INC COM 683344105 225,577 1,100 SH SOLE 1,100 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 1,975,526 21,401 SH SOLE 21,401 0 0
OTIS WORLDWIDE CORP COM 68902V107 7,492,407 97,203 SH SOLE 97,203 0 0
OVINTIV INC COM 69047Q102 594,016 10,007 SH SOLE 10,007 0 0
PACCAR INC COM 693718108 376,184 3,257 SH SOLE 3,257 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 2,756,354 18,843 SH SOLE 18,843 0 0
PARKER-HANNIFIN CORP COM 701094104 1,531,756 1,711 SH SOLE 1,711 0 0
PAYLOCITY HLDG CORP COM 70438V106 262,321 2,428 SH SOLE 2,428 0 0
PENTAIR PLC SHS G7S00T104 835,995 9,597 SH SOLE 9,597 0 0
PENUMBRA INC COM 70975L107 633,097 1,928 SH SOLE 1,928 0 0
PEPSICO INC COM 713448108 5,595,099 36,030 SH SOLE 36,030 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105 494,176 23,179 SH SOLE 23,179 0 0
PHILLIPS 66 COM 718546104 3,148,435 17,282 SH SOLE 17,282 0 0
PINNACLE FINL PARTNERS INC COM 72348N109 464,467 5,392 SH SOLE 5,392 0 0
PPL CORP COM 69351T106 873,519 22,867 SH SOLE 22,867 0 0
PRIMO BRANDS CORPORATION CLASS A COM SHS 741623102 267,217 14,191 SH SOLE 14,191 0 0
PRINCIPAL FINANCIAL GROUP IN COM 74251V102 362,873 4,027 SH SOLE 4,027 0 0
PROCTER & GAMBLE CO COM 742718109 2,930,832 20,291 SH SOLE 20,291 0 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 2,644,879 32,673 SH SOLE 32,673 0 0
PULTE GROUP INC COM 745867101 365,532 3,108 SH SOLE 3,108 0 0
QNITY ELECTRONICS INC COMMON STOCK 74743L100 588,900 5,104 SH SOLE 5,104 0 0
QORVO INC COM 74736K101 313,238 4,047 SH SOLE 4,047 0 0
RALPH LAUREN CORP CL A 751212101 1,657,344 4,818 SH SOLE 4,818 0 0
RBC BEARINGS INC COM 75524B104 990,651 1,824 SH SOLE 1,824 0 0
REALTY INCOME CORP COM 756109104 2,656,864 43,427 SH SOLE 43,427 0 0
REGENCY CTRS CORP COM 758849103 748,504 9,893 SH SOLE 9,893 0 0
REGENERON PHARMACEUTICALS COM 75886F107 497,580 644 SH SOLE 644 0 0
REINSURANCE GROUP AMER INC COM NEW 759351604 884,625 4,333 SH SOLE 4,333 0 0
RELIANCE INC COM 759509102 401,174 1,320 SH SOLE 1,320 0 0
REPLIGEN CORP COM 759916109 299,616 2,543 SH SOLE 2,543 0 0
REPUBLIC SVCS INC COM 760759100 677,867 3,095 SH SOLE 3,095 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 1,883,563 25,488 SH SOLE 25,488 0 0
REVOLUTION MEDICINES INC COM 76155X100 761,954 7,835 SH SOLE 7,835 0 0
ROBINHOOD MKTS INC COM CL A 770700102 327,720 4,729 SH SOLE 4,729 0 0
ROBLOX CORP CL A 771049103 1,558,963 27,563 SH SOLE 27,563 0 0
ROCKET COS INC COM CL A 77311W101 365,655 25,660 SH SOLE 25,660 0 0
ROIVANT SCIENCES LTD SHS G76279101 697,209 25,170 SH SOLE 25,170 0 0
ROLLINS INC COM 775711104 857,124 16,048 SH SOLE 16,048 0 0
ROPER TECHNOLOGIES INC COM 776696106 3,326,284 9,400 SH SOLE 9,400 0 0
ROSS STORES INC COM 778296103 3,362,531 15,522 SH SOLE 15,522 0 0
RTX CORPORATION COM 75513E101 1,476,842 7,656 SH SOLE 7,656 0 0
RUBRIK INC. CL A 781154109 416,245 8,500 SH SOLE 8,500 0 0
SAIA INC COM 78709Y105 342,147 974 SH SOLE 974 0 0
SAILPOINT INC COM 78781J109 346,795 26,193 SH SOLE 26,193 0 0
SANDISK CORP COM 80004C200 554,652 873 SH SOLE 873 0 0
SCHEIN HENRY INC COM 806407102 687,253 9,325 SH SOLE 9,325 0 0
SCHWAB CHARLES CORP COM 808513105 2,423,744 25,790 SH SOLE 25,790 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 1,277,529 3,261 SH SOLE 3,261 0 0
SEALED AIR CORP NEW COM 81211K100 356,710 8,483 SH SOLE 8,483 0 0
SEMPRA COM 816851109 4,039,843 41,575 SH SOLE 41,575 0 0
SENTINELONE INC CL A 81730H109 148,841 11,556 SH SOLE 11,556 0 0
SERVICENOW INC COM 81762P102 1,509,597 14,439 SH SOLE 14,439 0 0
SIMON PPTY GROUP INC NEW COM 828806109 297,702 1,596 SH SOLE 1,596 0 0
SLB LIMITED COM STK 806857108 1,953,796 38,019 SH SOLE 38,019 0 0
SMITH A O CORP COM 831865209 685,248 10,392 SH SOLE 10,392 0 0
SMITHFIELD FOODS INC COM 832248207 411,243 14,703 SH SOLE 14,703 0 0
SMUCKER J M CO COM NEW 832696405 2,683,925 27,830 SH SOLE 27,830 0 0
SOLSTICE ADVANCED MATLS INC COM SHS 83443Q103 610,956 8,022 SH SOLE 8,022 0 0
STANLEY BLACK & DECKER INC COM 854502101 1,350,708 19,008 SH SOLE 19,008 0 0
STATE STR CORP COM 857477103 442,960 3,500 SH SOLE 3,500 0 0
STIFEL FINL CORP COM 860630102 575,689 7,788 SH SOLE 7,788 0 0
SUMMIT THERAPEUTICS INC COM 86627T108 496,733 26,199 SH SOLE 26,199 0 0
SUN CMNTYS INC COM 866674104 255,951 2,032 SH SOLE 2,032 0 0
SYNOPSYS INC COM 871607107 262,073 661 SH SOLE 661 0 0
SYSCO CORP COM 871829107 4,745,228 66,525 SH SOLE 66,525 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 3,911,685 19,806 SH SOLE 19,806 0 0
TARGET CORP COM 87612E106 1,611,960 13,300 SH SOLE 13,300 0 0
TE CONNECTIVITY PLC ORD SHS G87052109 899,413 4,303 SH SOLE 4,303 0 0
TECHNIPFMC PLC COM G87110105 518,821 7,505 SH SOLE 7,505 0 0
TERADYNE INC COM 880770102 333,518 1,125 SH SOLE 1,125 0 0
TEXAS PACIFIC LAND CORPORATI COM 88262P102 465,543 981 SH SOLE 981 0 0
TEXTRON INC COM 883203101 1,140,381 13,024 SH SOLE 13,024 0 0
THE CIGNA GROUP COM 125523100 3,167,923 11,876 SH SOLE 11,876 0 0
THE TRADE DESK INC COM CL A 88339J105 249,772 11,008 SH SOLE 11,008 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 779,075 1,585 SH SOLE 1,585 0 0
TJX COS INC NEW COM 872540109 6,838,833 42,823 SH SOLE 42,823 0 0
TORO CO COM 891092108 331,151 3,544 SH SOLE 3,544 0 0
TPG INC COM CL A 872657101 277,453 6,849 SH SOLE 6,849 0 0
TRAVELERS COMPANIES INC COM 89417E109 585,693 2,008 SH SOLE 2,008 0 0
TRIMBLE INC COM 896239100 919,221 14,092 SH SOLE 14,092 0 0
TRUMP MEDIA & TECHNOLOGY GRO COM 25400Q105 229,949 24,779 SH SOLE 24,779 0 0
TYSON FOODS INC CL A 902494103 1,307,028 20,400 SH SOLE 20,400 0 0
UIPATH INC CL A 90364P105 301,787 27,188 SH SOLE 27,188 0 0
ULTA BEAUTY INC COM 90384S303 557,732 1,067 SH SOLE 1,067 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 1,304,556 2,200 SH SOLE 2,200 0 0
UNITEDHEALTH GROUP INC COM 91324P102 2,686,959 9,930 SH SOLE 9,930 0 0
UNUM GROUP COM 91529Y106 222,522 3,047 SH SOLE 3,047 0 0
US BANCORP COM NEW 902973304 4,200,276 80,759 SH SOLE 80,759 0 0
V F CORP COM 918204108 373,457 21,981 SH SOLE 21,981 0 0
VALERO ENERGY CORP COM 91913Y100 2,410,018 9,754 SH SOLE 9,754 0 0
VEEVA SYS INC CL A COM 922475108 2,282,350 12,993 SH SOLE 12,993 0 0
VERALTO CORP COM SHS 92338C103 2,139,499 24,197 SH SOLE 24,197 0 0
VERISIGN INC COM 92343E102 1,846,308 7,434 SH SOLE 7,434 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 1,418,100 28,249 SH SOLE 28,249 0 0
VERSANT MEDIA GROUP INC COM CL A 925283103 240,704 6,502 SH SOLE 6,502 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 4,310,897 9,654 SH SOLE 9,654 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 210,738 841 SH SOLE 841 0 0
VIATRIS INC COM 92556V106 1,223,763 90,582 SH SOLE 90,582 0 0
VICI PPTYS INC COM 925652109 1,749,600 64,041 SH SOLE 64,041 0 0
VIKING HOLDINGS LTD ORD SHS G93A5A101 315,964 4,300 SH SOLE 4,300 0 0
VISA INC COM CL A 92826C839 1,680,152 5,559 SH SOLE 5,559 0 0
VISTRA CORP COM 92840M102 11,441,616 76,110 SH SOLE 76,110 0 0
WABTEC COM 929740108 3,451,007 13,809 SH SOLE 13,809 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104 3,113,387 113,379 SH SOLE 113,379 0 0
WEBSTER FINL CORP COM 947890109 801,037 11,539 SH SOLE 11,539 0 0
WESTERN DIGITAL CORP COM 958102105 331,621 1,226 SH SOLE 1,226 0 0
WILLIAMS COS INC COM 969457100 4,515,635 62,045 SH SOLE 62,045 0 0
XCEL ENERGY INC COM 98389B100 1,945,168 24,486 SH SOLE 24,486 0 0
XPO INC COM 983793100 858,744 4,414 SH SOLE 4,414 0 0
XYLEM INC COM 98419M100 225,855 1,890 SH SOLE 1,890 0 0
YUM BRANDS INC COM 988498101 709,766 4,565 SH SOLE 4,565 0 0
ZOOM COMMUNICATIONS INC CL A 98980L101 432,257 5,377 SH SOLE 5,377 0 0
ZSCALER INC COM 98980G102 633,971 4,519 SH SOLE 4,519 0 0