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 A 88579Y101 2,816,101 17,393 SH SOLE 17,393 0 0
ABBOTT LABORATORIES A 002824100 580,736 6,400 SH SOLE 6,400 0 0
AERCAP HOLDINGS NV A N00985106 2,182,910 14,974 SH SOLE 14,974 0 0
AFFIRM HOLDINGS INC A 00827B106 1,717,117 21,056 SH SOLE 21,056 0 0
AFLAC INC A 001055102 3,977,706 33,925 SH SOLE 33,925 0 0
AGNICO EAGLE MINES LTD A 008474108 4,094,346 26,393 SH SOLE 26,393 0 0
ALAMOS GOLD INC-CLASS A A 011532108 603,918 19,905 SH SOLE 19,905 0 0
ALLIANT ENERGY CORP A 018802108 3,912,685 51,287 SH SOLE 51,287 0 0
ALTIMMUNE INC A 02155H200 41,241 13,566 SH SOLE 13,566 0 0
AMERICAN INTERNATIONAL GROUP A 026874784 3,985,790 53,479 SH SOLE 53,479 0 0
AMERIPRISE FINANCIAL INC A 03076C106 1,633,186 3,560 SH SOLE 3,560 0 0
AMERIS BANCORP A 03076K108 965,782 10,700 SH SOLE 10,700 0 0
AMKOR TECHNOLOGY INC A 031652100 3,039,349 35,247 SH SOLE 35,247 0 0
ANALOG DEVICES INC A 032654105 1,938,587 4,881 SH SOLE 4,881 0 0
AON PLC-CLASS A A G0403H108 3,993,216 12,039 SH SOLE 12,039 0 0
ARAMARK A 03852U106 4,378,967 76,959 SH SOLE 76,959 0 0
ARCH CAPITAL GROUP LTD A G0450A105 931,776 9,600 SH SOLE 9,600 0 0
ASSURANT INC A 04621X108 329,486 1,227 SH SOLE 1,227 0 0
ATLANTA BRAVES HOLDINGS IN-C C 047726302 343,474 6,618 SH SOLE 6,618 0 0
ATMOS ENERGY CORP A 049560105 4,324,666 25,104 SH SOLE 25,104 0 0
AT&T INC A 00206R102 1,804,419 87,170 SH SOLE 87,170 0 0
BAKER HUGHES CO A 05722G100 292,762 5,275 SH SOLE 5,275 0 0
BALL CORP A 058498106 3,823,747 61,278 SH SOLE 61,278 0 0
BANC OF CALIFORNIA INC A 05990K106 451,973 22,123 SH SOLE 22,123 0 0
BANK OF NEW YORK MELLON CORP A 064058100 2,191,420 15,154 SH SOLE 15,154 0 0
BANK OF NOVA SCOTIA A 064149107 3,908,668 45,010 SH SOLE 45,010 0 0
BANK OZK A 06417N103 387,966 7,448 SH SOLE 7,448 0 0
BERKSHIRE HATHAWAY INC-CL B B 084670702 4,291,845 8,577 SH SOLE 8,577 0 0
BILL HOLDINGS INC A 090043100 3,293,489 91,081 SH SOLE 91,081 0 0
BIO-TECHNE CORP A 09073M104 3,989,676 56,471 SH SOLE 56,471 0 0
BIRKENSTOCK HOLDING PLC A M2029K104 691,320 16,066 SH SOLE 16,066 0 0
BJ'S WHOLESALE CLUB HOLDINGS A 05550J101 1,735,678 19,900 SH SOLE 19,900 0 0
BLACKROCK INC A 09290D101 569,244 592 SH SOLE 592 0 0
BLOCK INC A 852234103 4,134,020 54,395 SH SOLE 54,395 0 0
BLOOM ENERGY CORP- A A 093712107 715,280 2,363 SH SOLE 2,363 0 0
BOOKING HOLDINGS INC A 09857L108 4,022,877 22,570 SH SOLE 22,570 0 0
BORGWARNER INC A 099724106 4,219,454 63,546 SH SOLE 63,546 0 0
BOSTON SCIENTIFIC CORP A 101137107 4,109,230 96,280 SH SOLE 96,280 0 0
BUILDERS FIRSTSOURCE INC A 12008R107 2,312,074 25,839 SH SOLE 25,839 0 0
CALLAWAY GOLF COMPANY A 131193104 652,708 34,737 SH SOLE 34,737 0 0
CANADIAN NATL RAILWAY CO A 136375102 1,687,246 14,150 SH SOLE 14,150 0 0
CANADIAN NATURAL RESOURCES A 136385101 4,314,348 109,224 SH SOLE 109,224 0 0
CAPITAL ONE FINANCIAL CORP A 14040H105 4,004,977 19,963 SH SOLE 19,963 0 0
CARNIVAL CORP LTD A G2004J103 551,830 19,315 SH SOLE 19,315 0 0
CARRIER GLOBAL CORP A 14448C104 1,183,649 16,137 SH SOLE 16,137 0 0
CELSIUS HOLDINGS INC A 15118V207 271,016 9,256 SH SOLE 9,256 0 0
CHENIERE ENERGY INC A 16411R208 3,874,113 16,209 SH SOLE 16,209 0 0
CHEVRON CORP A 166764100 218,969 1,321 SH SOLE 1,321 0 0
CHIPOTLE MEXICAN GRILL INC A 169656105 804,882 23,673 SH SOLE 23,673 0 0
CHOICE HOTELS INTL INC A 169905106 604,169 5,479 SH SOLE 5,479 0 0
CINCINNATI FINANCIAL CORP A 172062101 1,786,416 9,649 SH SOLE 9,649 0 0
CISCO SYSTEMS INC A 17275R102 3,180,582 27,078 SH SOLE 27,078 0 0
CITIGROUP INC A 172967424 4,252,825 30,386 SH SOLE 30,386 0 0
CLEAN HARBORS INC A 184496107 575,393 1,926 SH SOLE 1,926 0 0
CLOUDFLARE INC - CLASS A A 18915M107 705,180 2,875 SH SOLE 2,875 0 0
CME GROUP INC A 12572Q105 1,994,757 9,033 SH SOLE 9,033 0 0
CNH INDUSTRIAL NV A N20944109 150,201 13,375 SH SOLE 13,375 0 0
COLUMBIA BANKING SYSTEM INC A 197236102 691,831 21,586 SH SOLE 21,586 0 0
COMCAST CORP-CLASS A A 20030N101 2,553,396 104,008 SH SOLE 104,008 0 0
CONAGRA BRANDS INC A 205887102 696,676 51,759 SH SOLE 51,759 0 0
CONOCOPHILLIPS A 20825C104 4,265,479 41,030 SH SOLE 41,030 0 0
CONSOLIDATED EDISON INC A 209115104 236,527 2,138 SH SOLE 2,138 0 0
COPART INC A 217204106 701,452 24,883 SH SOLE 24,883 0 0
CORE & MAIN INC-CLASS A A 21874C102 740,686 15,351 SH SOLE 15,351 0 0
COSTCO WHOLESALE CORP A 22160K105 4,005,683 4,282 SH SOLE 4,282 0 0
COUPANG INC A 22266T109 1,896,787 109,199 SH SOLE 109,199 0 0
CREDO TECHNOLOGY GROUP HOLDI A G25457105 864,257 3,178 SH SOLE 3,178 0 0
CSX CORP A 126408103 4,245,807 89,329 SH SOLE 89,329 0 0
CULLEN/FROST BANKERS INC A 229899109 4,290,248 27,765 SH SOLE 27,765 0 0
DARLING INGREDIENTS INC A 237266101 1,176,952 21,548 SH SOLE 21,548 0 0
DIAMONDBACK ENERGY INC A 25278X109 2,705,078 15,389 SH SOLE 15,389 0 0
DOLLAR TREE INC A 256746108 3,435,948 28,408 SH SOLE 28,408 0 0
DOMINO'S PIZZA INC A 25754A201 1,795,779 6,066 SH SOLE 6,066 0 0
DOW INC A 260557103 1,663,023 60,783 SH SOLE 60,783 0 0
DR HORTON INC A 23331A109 4,134,220 25,382 SH SOLE 25,382 0 0
DUKE ENERGY CORP A 26441C204 4,308,277 34,036 SH SOLE 34,036 0 0
DUTCH BROS INC-CLASS A A 26701L100 1,173,663 16,344 SH SOLE 16,344 0 0
DYNATRACE INC A 268150109 333,716 7,600 SH SOLE 7,600 0 0
EAGLE MATERIALS INC A 26969P108 1,285,875 5,715 SH SOLE 5,715 0 0
ELI LILLY & CO A 532457108 4,018,090 3,350 SH SOLE 3,350 0 0
EMERSON ELECTRIC CO A 291011104 914,872 6,391 SH SOLE 6,391 0 0
EOG RESOURCES INC A 26875P101 4,218,949 32,521 SH SOLE 32,521 0 0
EQUIFAX INC A 294429105 412,672 2,600 SH SOLE 2,600 0 0
ESTEE LAUDER COMPANIES-CL A A 518439104 4,115,663 52,130 SH SOLE 52,130 0 0
ETSY INC A 29786A106 3,580,134 47,526 SH SOLE 47,526 0 0
EXELON CORP A 30161N101 3,905,031 83,763 SH SOLE 83,763 0 0
EXLSERVICE HOLDINGS INC A 302081104 253,480 9,802 SH SOLE 9,802 0 0
EXPEDITORS INTL WASH INC A 302130109 1,887,960 11,584 SH SOLE 11,584 0 0
EXTREME NETWORKS INC A 30226D106 857,449 26,489 SH SOLE 26,489 0 0
EXXONMOBIL HOLDINGS CORP A 30231G102 3,938,356 28,806 SH SOLE 28,806 0 0
FIDELITY NATIONAL INFO SERV A 31620M106 394,088 10,136 SH SOLE 10,136 0 0
FIGMA INC-CL A A 316841105 1,577,213 87,187 SH SOLE 87,187 0 0
FIRSTENERGY CORP A 337932107 4,043,420 85,053 SH SOLE 85,053 0 0
FLUOR CORP A 343412102 1,412,382 26,959 SH SOLE 26,959 0 0
FORMFACTOR INC A 346375108 351,846 2,200 SH SOLE 2,200 0 0
FORTINET INC A 34959E109 4,223,628 27,494 SH SOLE 27,494 0 0
FORTIS INC A 349553107 1,820,658 31,813 SH SOLE 31,813 0 0
FORTUNE BRANDS INNOVATIONS I A 34964C106 2,187,545 39,846 SH SOLE 39,846 0 0
FRANCO-NEVADA CORP A 351858105 471,283 2,261 SH SOLE 2,261 0 0
GENERAL ELECTRIC A 369604301 463,051 1,239 SH SOLE 1,239 0 0
GENERAL MILLS INC A 370334104 200,309 5,756 SH SOLE 5,756 0 0
GEO GROUP INC/THE A 36162J106 1,231,319 41,669 SH SOLE 41,669 0 0
GITLAB INC-CL A A 37637K108 1,811,040 59,320 SH SOLE 59,320 0 0
GLOBALFOUNDRIES INC A G39387108 1,284,525 15,587 SH SOLE 15,587 0 0
GODADDY INC - CLASS A A 380237107 377,292 4,445 SH SOLE 4,445 0 0
GOLDMAN SACHS GROUP INC A 38141G104 4,007,048 3,962 SH SOLE 3,962 0 0
GUARDANT HEALTH INC A 40131M109 1,068,814 7,124 SH SOLE 7,124 0 0
HALLIBURTON CO A 406216101 3,947,740 116,281 SH SOLE 116,281 0 0
HERTZ GLOBAL HLDGS INC A 42806J700 33,773 14,911 SH SOLE 14,911 0 0
HOWMET AEROSPACE INC A 443201108 3,975,095 14,785 SH SOLE 14,785 0 0
HUNTINGTON BANCSHARES INC A 446150104 232,263 13,100 SH SOLE 13,100 0 0
IAMGOLD CORP A 450913108 176,347 11,133 SH SOLE 11,133 0 0
IDACORP INC A 451107106 4,383,161 28,970 SH SOLE 28,970 0 0
ILLINOIS TOOL WORKS A 452308109 2,848,049 10,530 SH SOLE 10,530 0 0
INGERSOLL-RAND INC A 45687V106 867,946 10,586 SH SOLE 10,586 0 0
INTERACTIVE BROKERS GRO-CL A A 45841N107 3,111,332 35,746 SH SOLE 35,746 0 0
INTERCONTINENTAL EXCHANGE IN A 45866F104 281,429 2,286 SH SOLE 2,286 0 0
INTUIT INC A 461202103 4,016,790 15,390 SH SOLE 15,390 0 0
INTUITIVE SURGICAL INC A 46120E602 3,557,248 8,945 SH SOLE 8,945 0 0
INVESCO LTD A G491BT108 844,533 32,002 SH SOLE 32,002 0 0
IRIDIUM COMMUNICATIONS INC A 46269C102 830,374 15,139 SH SOLE 15,139 0 0
JAMES HARDIE IND PLC A G4253H101 1,064,112 40,646 SH SOLE 40,646 0 0
JM SMUCKER CO/THE A 832696405 1,434,150 12,748 SH SOLE 12,748 0 0
JOHNSON & JOHNSON A 478160104 789,339 3,108 SH SOLE 3,108 0 0
JPMORGAN CHASE & CO A 46625H100 335,513 1,025 SH SOLE 1,025 0 0
KINDER MORGAN INC A 49456B101 3,709,223 116,022 SH SOLE 116,022 0 0
KKR & CO INC A 48251W104 1,449,940 15,798 SH SOLE 15,798 0 0
KLA CORP A 482480100 1,040,899 3,450 SH SOLE 3,450 0 0
KLARNA GROUP PLC A G5279N105 1,642,112 81,132 SH SOLE 81,132 0 0
KNIGHT-SWIFT TRANSPORTATION A 499049104 2,556,472 32,830 SH SOLE 32,830 0 0
KYNDRYL HOLDINGS INC A 50155Q100 143,637 12,700 SH SOLE 12,700 0 0
LAM RESEARCH CORP A 512807306 4,233,201 9,769 SH SOLE 9,769 0 0
LATTICE SEMICONDUCTOR CORP A 518415104 230,052 1,504 SH SOLE 1,504 0 0
LEVI STRAUSS & CO- CLASS A A 52736R102 519,841 20,936 SH SOLE 20,936 0 0
LIBERTY ENERGY INC A 53115L104 348,013 13,288 SH SOLE 13,288 0 0
LINCOLN NATIONAL CORP A 534187109 1,313,076 37,145 SH SOLE 37,145 0 0
LKQ CORP A 501889208 319,304 12,127 SH SOLE 12,127 0 0
LOEWS CORP A 540424108 1,165,723 10,297 SH SOLE 10,297 0 0
LULULEMON ATHLETICA INC A 550021109 1,373,243 12,027 SH SOLE 12,027 0 0
LYONDELLBASELL INDU-CL A A N53745100 2,861,580 54,351 SH SOLE 54,351 0 0
MAPLEBEAR INC A 565394103 688,185 14,534 SH SOLE 14,534 0 0
MARSH & MCLENNAN COS A 571748102 872,684 5,236 SH SOLE 5,236 0 0
MATCH GROUP INC A 57667L107 1,718,680 45,169 SH SOLE 45,169 0 0
MCDONALD'S CORP A 580135101 3,961,123 14,654 SH SOLE 14,654 0 0
MCKESSON CORP A 58155Q103 497,185 658 SH SOLE 658 0 0
MEDTRONIC PLC A G5960L103 2,225,487 28,448 SH SOLE 28,448 0 0
META PLATFORMS INC-CLASS A A 30303M102 2,116,844 3,758 SH SOLE 3,758 0 0
MGIC INVESTMENT CORP A 552848103 708,440 25,122 SH SOLE 25,122 0 0
MKS INC A 55306N104 203,274 457 SH SOLE 457 0 0
MONSTER BEVERAGE CORP A 61174X109 2,054,949 21,379 SH SOLE 21,379 0 0
MOSAIC CO/THE A 61945C103 890,277 42,014 SH SOLE 42,014 0 0
M & T BANK CORP A 55261F104 3,075,089 12,920 SH SOLE 12,920 0 0
NASDAQ INC A 631103108 2,829,244 35,895 SH SOLE 35,895 0 0
NETFLIX INC A 64110L106 282,458 3,956 SH SOLE 3,956 0 0
NEW JERSEY RESOURCES CORP A 646025106 1,344,512 23,992 SH SOLE 23,992 0 0
NEWMONT CORP A 651639106 4,216,263 45,142 SH SOLE 45,142 0 0
NEWS CORP - CLASS A A 65249B109 1,186,179 47,772 SH SOLE 47,772 0 0
NORTHROP GRUMMAN CORP A 666807102 716,090 1,406 SH SOLE 1,406 0 0
NORWEGIAN CRUISE LINE HOLDIN A G66721104 1,488,635 70,518 SH SOLE 70,518 0 0
NOV INC A 62955J103 524,000 28,248 SH SOLE 28,248 0 0
NUCOR CORP A 670346105 2,121,026 9,522 SH SOLE 9,522 0 0
NU HOLDINGS LTD/CAYMAN ISL-A A G6683N103 646,237 48,371 SH SOLE 48,371 0 0
NVENT ELECTRIC PLC A G6700G107 4,212,095 24,834 SH SOLE 24,834 0 0
OMNICOM GROUP A 681919106 2,488,528 34,169 SH SOLE 34,169 0 0
ONDAS INC A 68236H204 85,292 10,351 SH SOLE 10,351 0 0
ON HOLDING AG-CLASS A A H5919C104 4,142,829 116,963 SH SOLE 116,963 0 0
ON SEMICONDUCTOR A 682189105 3,977,960 42,077 SH SOLE 42,077 0 0
O'REILLY AUTOMOTIVE INC A 67103H107 4,286,329 46,545 SH SOLE 46,545 0 0
OSCAR HEALTH INC - CLASS A A 687793109 1,145,449 40,163 SH SOLE 40,163 0 0
PALANTIR TECHNOLOGIES INC-A A 69608A108 3,656,438 31,340 SH SOLE 31,340 0 0
PAN AMERICAN SILVER CORP A 697900108 4,234,267 94,536 SH SOLE 94,536 0 0
PBF ENERGY INC-CLASS A A 69318G106 208,163 4,573 SH SOLE 4,573 0 0
PFIZER INC A 717081103 511,218 21,230 SH SOLE 21,230 0 0
P G & E CORP A 69331C108 2,139,184 127,181 SH SOLE 127,181 0 0
PHILLIPS 66 A 718546104 3,991,271 23,610 SH SOLE 23,610 0 0
PORTLAND GENERAL ELECTRIC CO A 736508847 1,326,848 25,600 SH SOLE 25,600 0 0
PPL CORP A 69351T106 841,139 23,140 SH SOLE 23,140 0 0
PROCORE TECHNOLOGIES INC A 74275K108 1,110,266 27,333 SH SOLE 27,333 0 0
PROCTER & GAMBLE CO/THE A 742718109 4,013,244 27,368 SH SOLE 27,368 0 0
PUBLIC SERVICE ENTERPRISE GP A 744573106 3,964,504 48,848 SH SOLE 48,848 0 0
QUANTA SERVICES INC A 74762E102 4,395,124 6,104 SH SOLE 6,104 0 0
RALLIANT CORP A 750940108 1,166,741 15,846 SH SOLE 15,846 0 0
RELIANCE INC A 759509102 261,520 700 SH SOLE 700 0 0
REMITLY GLOBAL INC A 75960P104 206,351 9,208 SH SOLE 9,208 0 0
REPUBLIC SERVICES INC A 760759100 4,276,303 20,069 SH SOLE 20,069 0 0
RIGETTI COMPUTING INC A 76655K103 224,537 11,622 SH SOLE 11,622 0 0
ROLLINS INC A 775711104 967,575 23,181 SH SOLE 23,181 0 0
ROYALTY PHARMA PLC- CL A A G7709Q104 1,686,193 30,073 SH SOLE 30,073 0 0
RTX CORP A 75513E101 2,974,966 15,680 SH SOLE 15,680 0 0
SALESFORCE INC A 79466L302 491,286 3,136 SH SOLE 3,136 0 0
SANDISK CORP A 80004C200 309,227 136 SH SOLE 136 0 0
SCHWAB (CHARLES) CORP A 808513105 4,010,792 43,468 SH SOLE 43,468 0 0
SEAGATE TECHNOLOGY HOLDINGS A G7997R103 2,051,590 2,126 SH SOLE 2,126 0 0
SEMPRA A 816851109 250,966 2,707 SH SOLE 2,707 0 0
SENTINELONE INC -CLASS A A 81730H109 627,788 36,994 SH SOLE 36,994 0 0
SHOPIFY INC - CLASS A A 82509L107 4,236,078 37,100 SH SOLE 37,100 0 0
SMURFIT WESTROCK PLC A G8267P108 477,357 10,319 SH SOLE 10,319 0 0
SOLVENTUM CORP A 83444M101 445,541 5,775 SH SOLE 5,775 0 0
SOUTHERN CO/THE A 842587107 3,965,170 41,429 SH SOLE 41,429 0 0
SOUTHSTATE BANK CORP A 84472E102 3,354,642 33,580 SH SOLE 33,580 0 0
SOUTHWEST AIRLINES CO A 844741108 361,277 7,026 SH SOLE 7,026 0 0
SPIRE INC A 84857L101 1,701,815 21,793 SH SOLE 21,793 0 0
SPOTIFY TECHNOLOGY SA A L8681T102 2,293,354 4,995 SH SOLE 4,995 0 0
SS&C TECHNOLOGIES HOLDINGS A 78467J100 2,111,996 34,037 SH SOLE 34,037 0 0
STATE STREET CORP A 857477103 456,224 2,690 SH SOLE 2,690 0 0
SYNCHRONY FINANCIAL A 87165B103 3,087,858 40,603 SH SOLE 40,603 0 0
SYSCO CORP A 871829107 3,975,399 47,564 SH SOLE 47,564 0 0
TECHNIPFMC PLC A G87110105 2,071,941 31,251 SH SOLE 31,251 0 0
TEMPUS AI INC-CL A A 88023B103 2,985,365 51,534 SH SOLE 51,534 0 0
TEXAS INSTRUMENTS INC A 882508104 4,201,893 14,097 SH SOLE 14,097 0 0
TEXAS ROADHOUSE INC A 882681109 209,268 1,083 SH SOLE 1,083 0 0
THE CAMPBELL'S COMPANY A 134429109 2,092,333 93,953 SH SOLE 93,953 0 0
THE CIGNA GROUP A 125523100 3,976,684 14,425 SH SOLE 14,425 0 0
TRAVELERS COS INC/THE A 89417E109 3,981,247 12,060 SH SOLE 12,060 0 0
TTM TECHNOLOGIES A 87305R109 763,042 4,080 SH SOLE 4,080 0 0
TYSON FOODS INC-CL A A 902494103 3,358,571 58,665 SH SOLE 58,665 0 0
UBER TECHNOLOGIES INC A 90353T100 1,742,736 24,151 SH SOLE 24,151 0 0
UIPATH INC - CLASS A A 90364P105 256,804 23,625 SH SOLE 23,625 0 0
UNITED AIRLINES HOLDINGS INC A 910047109 4,387,717 32,265 SH SOLE 32,265 0 0
UNITY SOFTWARE INC A 91332U101 1,038,883 36,350 SH SOLE 36,350 0 0
VALERO ENERGY CORP A 91913Y100 4,241,526 16,286 SH SOLE 16,286 0 0
VALLEY NATIONAL BANCORP A 919794107 625,775 42,715 SH SOLE 42,715 0 0
VERIZON COMMUNICATIONS INC A 92343V104 1,969,191 46,509 SH SOLE 46,509 0 0
VIATRIS INC A 92556V106 214,412 13,502 SH SOLE 13,502 0 0
VIAVI SOLUTIONS INC A 925550105 2,131,321 44,635 SH SOLE 44,635 0 0
VISA INC-CLASS A SHARES A 92826C839 3,992,538 11,637 SH SOLE 11,637 0 0
VISHAY INTERTECHNOLOGY INC A 928298108 222,434 4,136 SH SOLE 4,136 0 0
VISTRA CORP A 92840M102 3,602,963 22,713 SH SOLE 22,713 0 0
WASTE MANAGEMENT INC A 94106L109 4,205,968 18,871 SH SOLE 18,871 0 0
WEC ENERGY GROUP INC A 92939U106 3,980,806 34,091 SH SOLE 34,091 0 0
WELLS FARGO & CO A 949746101 4,258,191 51,527 SH SOLE 51,527 0 0
WESTERN DIGITAL CORP A 958102105 4,046,291 6,335 SH SOLE 6,335 0 0
WR BERKLEY CORP A 084423102 4,303,106 61,011 SH SOLE 61,011 0 0
XP INC - CLASS A A G98239109 245,298 15,086 SH SOLE 15,086 0 0
ZOETIS INC A 98978V103 835,588 11,628 SH SOLE 11,628 0 0