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
10X GENOMICS INC CL A COM 88025U109 2,846,132 74,234 SH SOLE 74,234 0 0
ABBVIE INC COM 00287Y109 4,851,990 19,281 SH SOLE 19,251 0 30
ADOBE INC COM 00724F101 8,301,055 40,489 SH SOLE 40,489 0 0
ADVANCED MICRO DEVICES INC COM 007903107 15,038,674 25,888 SH SOLE 25,888 0 0
AERCAP HOLDINGS NV SHS N00985106 4,243,218 29,107 SH SOLE 29,081 0 26
AIRBNB INC COM CL A 009066101 2,751,670 19,229 SH SOLE 19,229 0 0
ALBEMARLE CORP COM 012653101 2,270,529 16,815 SH SOLE 16,815 0 0
ALCOA CORP COM 013872106 1,436,040 27,542 SH SOLE 27,542 0 0
ALLSTATE CORP COM 020002101 1,676,043 7,044 SH SOLE 7,033 0 11
ALPHABET INC CAP STK CL A 02079K305 21,014,185 58,802 SH SOLE 58,802 0 0
ALPHABET INC CAP STK CL C 02079K107 20,668,081 58,495 SH SOLE 58,495 0 0
ALTRIA GROUP INC COM 02209S103 7,186,166 99,877 SH SOLE 99,810 0 67
AMAZON COM INC COM 023135106 19,733,360 82,795 SH SOLE 82,795 0 0
AMERICAN AIRLINES GROUP INC COM 02376R102 1,833,979 101,493 SH SOLE 101,407 0 86
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 4,465,708 259,634 SH SOLE 259,544 0 90
AMERICAN ELEC PWR CO INC COM 025537101 1,438,910 10,518 SH SOLE 10,502 0 16
AMERICAN EXPRESS CO COM 025816109 326,117 964 SH SOLE 964 0 0
AMGEN INC COM 031162100 278,743 770 SH SOLE 770 0 0
AMKOR TECHNOLOGY INC COM 031652100 10,581,714 122,715 SH SOLE 122,697 0 18
AMNEAL PHARMACEUTICALS INC COM STK CL A 03168L105 5,967,882 344,765 SH SOLE 344,765 0 0
AMPHENOL CORP CL A 032095101 227,777 1,292 SH SOLE 1,292 0 0
ANALOG DEVICES INC COM 032654105 12,661,042 31,878 SH SOLE 31,872 0 6
APA CORPORATION COM 03743Q108 4,284,095 131,535 SH SOLE 131,535 0 0
APPLE INC COM 037833100 6,217,303 21,486 SH SOLE 21,486 0 0
APPLIED MATLS INC COM 038222105 7,974,375 11,030 SH SOLE 11,030 0 0
APPLOVIN CORP COM CL A 03831W108 7,455,378 14,470 SH SOLE 14,470 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 7,076,228 92,621 SH SOLE 92,570 0 51
ARGAN INC COM 04010E109 3,692,495 4,624 SH SOLE 4,624 0 0
ARISTA NETWORKS INC COM SHS 040413205 8,447,283 49,725 SH SOLE 49,725 0 0
ARROW ELECTRS INC COM 042735100 2,294,371 10,751 SH SOLE 10,740 0 11
ASSOCIATED BANC-CORP COM 045487105 1,667,598 54,196 SH SOLE 54,103 0 93
AT&T INC COM 00206R102 6,089,118 294,160 SH SOLE 293,925 0 235
AUTODESK INC COM 052769106 4,949,739 25,459 SH SOLE 25,459 0 0
AVISTA CORP COM 05379B107 1,289,510 31,521 SH SOLE 31,466 0 55
AZZ INC COM 002474104 3,039,290 19,602 SH SOLE 19,602 0 0
BANK OF AMER CORP COM 060505104 9,180,425 161,117 SH SOLE 161,060 0 57
BANK OF NY MELLON CORP COM 064058100 8,634,098 59,706 SH SOLE 59,676 0 30
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,068,333 2,135 SH SOLE 2,135 0 0
BIOGEN INC COM 09062X103 5,038,735 23,321 SH SOLE 23,321 0 0
BLACK HILLS CORP COM 092113109 1,792,287 24,090 SH SOLE 24,048 0 42
BLOCK H & R INC COM 093671105 1,843,525 48,412 SH SOLE 48,292 0 120
BOOKING HOLDINGS INC COM 09857L108 3,185,360 17,871 SH SOLE 17,871 0 0
BORGWARNER INC COM 099724106 3,764,216 56,690 SH SOLE 56,690 0 0
BRADY CORP CL A 104674106 2,100,250 22,936 SH SOLE 22,936 0 0
BREAD FINANCIAL HOLDINGS INC COM 018581108 6,649,981 61,375 SH SOLE 61,375 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 9,806,551 170,194 SH SOLE 170,083 0 111
BROADCOM INC COM 11135F101 12,962,927 34,316 SH SOLE 34,311 0 5
CAPITAL ONE FINL CORP COM 14040H105 210,229 1,048 SH SOLE 1,048 0 0
CARDINAL HEALTH INC COM 14149Y108 7,451,220 31,366 SH SOLE 31,353 0 13
CARGURUS INC COM CL A 141788109 3,479,703 102,074 SH SOLE 102,024 0 50
CARMAX INC COM 143130102 3,117,654 58,946 SH SOLE 58,946 0 0
CATERPILLAR INC COM 149123101 637,380 599 SH SOLE 599 0 0
CATHAY GEN BANCORP COM 149150104 4,445,675 71,716 SH SOLE 71,716 0 0
CBOE GLOBAL MKTS INC COM 12503M108 3,745,611 15,435 SH SOLE 15,435 0 0
CENCORA INC COM 03073E105 255,535 903 SH SOLE 903 0 0
CENTENE CORP DEL COM 15135B101 4,683,110 72,957 SH SOLE 72,957 0 0
CENTURI HOLDINGS INC COM SHS 155923105 1,594,041 52,713 SH SOLE 52,664 0 49
CENTURY ALUM CO COM 156431108 1,857,562 40,373 SH SOLE 40,345 0 28
CF INDUSTRIES HOLD COM 125269100 1,634,711 15,100 SH SOLE 15,073 0 27
CHEVRON CORPORATION COM 166764100 527,122 3,180 SH SOLE 3,180 0 0
CHUBB LIMITED COM H1467J104 233,204 684 SH SOLE 684 0 0
CIENA CORP COM NEW 171779309 8,123,674 16,560 SH SOLE 16,560 0 0
CISCO SYS INC COM 17275R102 15,579,371 132,636 SH SOLE 132,589 0 47
CITIGROUP INC COM NEW 172967424 5,336,265 38,127 SH SOLE 38,127 0 0
CITIZENS FINL GROUP INC COM 174610105 4,447,483 63,472 SH SOLE 63,472 0 0
COCA COLA CO COM 191216100 1,632,881 20,092 SH SOLE 20,064 0 28
COCA COLA CONS INC COM 191098102 2,588,684 13,559 SH SOLE 13,559 0 0
COMFORT SYS USA INC COM 199908104 4,114,528 2,076 SH SOLE 2,076 0 0
CONOCOPHILLIPS COM 20825C104 245,102 2,358 SH SOLE 2,358 0 0
CONSOLIDATED EDISON INC COM 209115104 2,199,031 19,877 SH SOLE 19,877 0 0
CONSTELLIUM SE CL A SHS F21107101 3,143,370 98,631 SH SOLE 98,579 0 52
COPA HOLDINGS SA CL A P31076105 1,987,096 12,773 SH SOLE 12,773 0 0
CORNING INC COM 219350105 285,593 1,118 SH SOLE 1,118 0 0
COSTCO WHOLESALE CORPORATION COM 22160K105 459,013 491 SH SOLE 491 0 0
CVS HEALTH CORP COM 126650100 5,253,709 50,785 SH SOLE 50,785 0 0
DARLING INGREDIENTS INC COM 237266101 2,017,608 36,939 SH SOLE 36,920 0 19
DEERE & CO COM 244199105 212,434 335 SH SOLE 335 0 0
DELL TECHNOLOGIES INC CL C 24703L202 17,706,860 41,039 SH SOLE 41,026 0 13
DIGITAL RLTY TR INC COM 253868103 75,304 419 SH SOLE 419 0 0
DROPBOX INC CL A 26210C104 5,468,068 199,056 SH SOLE 199,056 0 0
DTE ENERGY CO COM 233331107 1,134,699 7,447 SH SOLE 7,434 0 13
DUPONT DE NEMOURS INC COMMON STOCK 26614N201 1,035,430 7,634 SH SOLE 7,619 0 15
EASTGROUP PPTYS INC COM 277276101 1,542,707 7,617 SH SOLE 7,604 0 13
EBAY INC. COM 278642103 4,232,420 37,874 SH SOLE 37,874 0 0
EDISON INTL COM 281020107 5,934,162 79,707 SH SOLE 79,672 0 35
ELEVANCE HEALTH INC FORMERLY COM 036752103 231,487 599 SH SOLE 599 0 0
ELI LILLY & CO COM 532457108 710,240 592 SH SOLE 592 0 0
EMCOR GROUP INC COM 29084Q100 4,101,267 4,942 SH SOLE 4,942 0 0
ENERSYS COM 29275Y102 4,659,799 19,929 SH SOLE 19,914 0 15
EPR PPTYS COM SH BEN INT 26884U109 2,608,768 44,971 SH SOLE 44,945 0 26
EVERCORE INC CLASS A 29977A105 6,028,465 17,656 SH SOLE 17,653 0 3
EVERSOURCE ENERGY COM 30040W108 3,401,171 47,062 SH SOLE 47,062 0 0
EXELIXIS INC COM 30161Q104 6,070,469 111,569 SH SOLE 111,569 0 0
EXELON CORP COM 30161N101 2,165,089 46,441 SH SOLE 46,441 0 0
EXPEDIA GROUP INC COM NEW 30212P303 2,962,835 11,579 SH SOLE 11,579 0 0
EXXON MOBIL CORP COM 30231G102 6,591,662 48,213 SH SOLE 48,173 0 40
FEDEX CORP COM 31428X106 3,802,380 12,143 SH SOLE 12,138 0 5
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 1,149,492 4,843 SH SOLE 4,835 0 8
FIFTH THIRD BANCORP COM 316773100 2,101,095 37,273 SH SOLE 37,205 0 68
FIRST BANCORP CORPORATION COM NEW 318672706 3,894,024 149,368 SH SOLE 149,368 0 0
FIRST INDL RLTY TR INC COM 32054K103 2,711,312 44,223 SH SOLE 44,223 0 0
FIRSTENERGY CORP COM 337932107 3,353,899 70,549 SH SOLE 70,549 0 0
FLEX LTD ORD Y2573F102 8,276,429 51,067 SH SOLE 51,054 0 13
FORD MTR CO COM 345370860 3,259,564 234,501 SH SOLE 234,501 0 0
FORTINET INC COM 34959E109 9,073,873 59,067 SH SOLE 59,067 0 0
FREEPORT MCMORAN INC CL B 35671D857 3,160,289 50,251 SH SOLE 50,251 0 0
FRONTDOOR INC COM 35905A109 3,607,780 46,498 SH SOLE 46,498 0 0
GARMIN LTD SHS H2906T109 1,020,642 4,297 SH SOLE 4,290 0 7
GARRETT MOTION INC COM 366505105 1,064,075 29,370 SH SOLE 29,370 0 0
GE AEROSPACE COM NEW 369604301 1,663,638 4,451 SH SOLE 4,451 0 0
GE VERNOVA INC COM 36828A101 205,624 175 SH SOLE 175 0 0
GENERAL DYNAMICS CORP COM 369550108 1,269,668 3,584 SH SOLE 3,578 0 6
GENERAL MTRS CO COM 37045V100 5,912,106 76,701 SH SOLE 76,701 0 0
GILEAD SCIENCES INC COM 375558103 3,689,559 29,203 SH SOLE 29,157 0 46
GODADDY INC CL A 380237107 5,038,986 59,366 SH SOLE 59,366 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 432,786 428 SH SOLE 428 0 0
HALLIBURTON CO COM 406216101 1,324,525 39,014 SH SOLE 39,014 0 0
HF SINCLAIR CORP COM 403949100 2,971,269 42,660 SH SOLE 42,660 0 0
HOME DEPOT INC COM 437076102 2,225,840 6,311 SH SOLE 6,302 0 9
HOST HOTELS & RESORTS INC COM 44107P104 2,523,645 106,438 SH SOLE 106,438 0 0
HOWMET AEROSPACE INC COM 443201108 4,558,530 16,955 SH SOLE 16,955 0 0
INCYTE CORP COM 45337C102 6,413,342 56,575 SH SOLE 56,575 0 0
INTEL CORP COM 458140100 850,490 6,091 SH SOLE 6,091 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 4,167,392 47,879 SH SOLE 47,879 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 11,028,583 39,218 SH SOLE 39,187 0 31
INVESCO LTD SHS G491BT108 1,483,347 56,209 SH SOLE 56,109 0 100
JABIL INC COM 466313103 2,932,346 7,607 SH SOLE 7,607 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 5,702,073 23,663 SH SOLE 23,663 0 0
JOHNSON & JOHNSON COM 478160104 7,611,839 29,971 SH SOLE 29,962 0 9
JOHNSON CONTROLS INTERNATION SHS G51502105 1,731,588 11,851 SH SOLE 11,833 0 18
JONES LANG LASALLE INC COM 48020Q107 1,804,839 5,823 SH SOLE 5,823 0 0
JPMORGAN CHASE & CO COM 46625H100 2,751,455 8,406 SH SOLE 8,397 0 9
KENNAMETAL INC COM 489170100 4,006,355 114,304 SH SOLE 114,258 0 46
KEYSIGHT TECHNOLOGIES INC COM 49338L103 6,163,682 17,607 SH SOLE 17,607 0 0
KLA CORP COM NEW 482480100 230,823 765 SH SOLE 765 0 0
LAM RESEARCH CORP COM NEW 512807306 28,154,257 64,972 SH SOLE 64,972 0 0
LANDSTAR SYS INC COM 515098101 3,430,357 16,587 SH SOLE 16,580 0 7
LAS VEGAS SANDS CORP COM 517834107 2,586,779 56,003 SH SOLE 56,003 0 0
LEAR CORP COM NEW 521865204 5,665,704 42,262 SH SOLE 42,245 0 17
LINDE PLC SHS G54950103 231,693 446 SH SOLE 446 0 0
LOCKHEED MARTIN CORP COM 539830109 2,147,552 4,215 SH SOLE 4,208 0 7
LOWES COS INC COM 548661107 230,255 1,044 SH SOLE 1,044 0 0
LXP INDUSTRIAL TRUST COM 529043408 4,300,614 79,818 SH SOLE 79,765 0 53
MACYS INC COM 55616P104 8,094,630 343,721 SH SOLE 343,721 0 0
MANHATTAN ASSOCIATES INC COM 562750109 5,293,728 38,016 SH SOLE 38,016 0 0
MARATHON PETE CORP COM 56585A102 8,171,018 31,959 SH SOLE 31,935 0 24
MASTERCARD INCORPORATED CL A 57636Q104 339,021 660 SH SOLE 660 0 0
MCKESSON CORP COM 58155Q103 3,089,705 4,089 SH SOLE 4,089 0 0
MEDTRONIC PLC SHS G5960L103 1,982,240 25,339 SH SOLE 25,296 0 43
MERCK & CO INC COM 58933Y105 8,794,144 68,437 SH SOLE 68,406 0 31
MERCURY GENL CORP NEW COM 589400100 1,716,369 16,098 SH SOLE 16,098 0 0
META PLATFORMS INC CL A 30303M102 9,862,932 17,510 SH SOLE 17,510 0 0
METLIFE INC COM 59156R108 5,079,603 60,035 SH SOLE 60,004 0 31
MICRON TECHNOLOGY INC COM 595112103 20,029,046 17,352 SH SOLE 17,352 0 0
MICROSOFT CORP COM 594918104 5,304,131 14,219 SH SOLE 14,210 0 9
MILLICOM INTL CELLULAR S A COM STK L6388F110 3,452,601 38,041 SH SOLE 38,034 0 7
MORGAN STANLEY COM NEW 617446448 2,557,932 12,237 SH SOLE 12,219 0 18
MUELLER INDS INC COM 624756102 4,253,009 34,597 SH SOLE 34,597 0 0
MURPHY USA INC COM 626755102 5,910,865 10,969 SH SOLE 10,967 0 2
MYR GROUP INC COM 55405W104 4,646,714 9,286 SH SOLE 9,286 0 0
NETAPP INC COM 64110D104 2,545,055 16,445 SH SOLE 16,415 0 30
NETFLIX INC. COM 64110L106 1,585,508 22,206 SH SOLE 22,206 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 5,466,096 32,433 SH SOLE 32,433 0 0
NEW JERSEY RES CORP COM 646025106 3,170,519 56,576 SH SOLE 56,576 0 0
NEWMONT CORP COM 651639106 100,935 1,081 SH SOLE 1,081 0 0
NORTHERN TR CORP COM 665859104 9,579,423 55,105 SH SOLE 55,079 0 26
NUCOR CORP COM 670346105 2,551,861 11,456 SH SOLE 11,456 0 0
NVIDIA CORPORATION COM 67066G104 39,426,483 197,044 SH SOLE 197,044 0 0
NVR INC COM 62944T105 1,764,671 259 SH SOLE 259 0 0
OLD REP INTL CORP COM 680223104 1,360,405 33,245 SH SOLE 33,192 0 53
OPENLANE INC COM 48238T109 2,191,329 53,136 SH SOLE 53,136 0 0
ORACLE CORP COM 68389X105 241,285 1,646 SH SOLE 1,646 0 0
OSCAR HEALTH INC CL A 687793109 2,873,789 100,764 SH SOLE 100,708 0 56
OUTFRONT MEDIA INC COM NEW 69007J304 5,271,130 160,901 SH SOLE 160,729 0 172
PATTERSON-UTI ENERGY INC COM 703481101 1,856,306 202,212 SH SOLE 202,212 0 0
PEPSICO INC COM 713448108 275,973 2,038 SH SOLE 2,038 0 0
PFIZER INC COM 717081103 241,751 10,039 SH SOLE 10,039 0 0
PHILIP MORRIS INTL INC COM 718172109 2,286,772 12,640 SH SOLE 12,619 0 21
PHILLIPS 66 COM 718546104 7,345,745 43,453 SH SOLE 43,426 0 27
PLANET LABS PBC COM CL A 72703X106 1,382,449 41,728 SH SOLE 41,704 0 24
PNC FINL SVCS GROUP INC COM 693475105 6,932,554 28,156 SH SOLE 28,143 0 13
POLARIS INC COM 731068102 1,036,889 15,150 SH SOLE 15,122 0 28
PROCTER & GAMBLE CO COM 742718109 5,058,615 34,497 SH SOLE 34,479 0 18
PTC THERAPEUTICS INC COM 69366J200 1,772,271 21,727 SH SOLE 21,727 0 0
PULTE GROUP INC COM 745867101 1,423,417 10,374 SH SOLE 10,374 0 0
QUALCOMM INC COM 747525103 1,996,093 10,802 SH SOLE 10,786 0 16
QUANTA SVCS INC COM 74762E102 4,194,233 5,825 SH SOLE 5,825 0 0
REINSURANCE GROUP AMER INC COM NEW 759351604 3,030,475 14,251 SH SOLE 14,251 0 0
RINGCENTRAL INC CL A 76680R206 1,885,696 48,376 SH SOLE 48,302 0 74
ROCKWELL AUTOMATION INC COM 773903109 1,571,353 3,174 SH SOLE 3,169 0 5
ROKU INC COM CL A 77543R102 8,278,454 59,928 SH SOLE 59,917 0 11
RTX CORPORATION COM 75513E101 5,454,048 28,746 SH SOLE 28,736 0 10
SALESFORCE INC COM 79466L302 5,047,326 32,218 SH SOLE 32,218 0 0
SANDISK CORP COM 80004C200 16,191,231 7,121 SH SOLE 7,121 0 0
SEMTECH CORP COM 816850101 7,681,563 47,461 SH SOLE 47,450 0 11
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 4,232,724 88,662 SH SOLE 88,662 0 0
SIMON PPTY GROUP INC NEW COM 828806109 2,133,768 9,541 SH SOLE 9,525 0 16
SOUTHERN COPPER CORP COM 84265V105 4,446,654 25,518 SH SOLE 25,498 0 20
SPHERE ENTERTAINMENT CO CL A 55826T102 7,975,299 46,092 SH SOLE 46,083 0 9
STATE STR CORP COM 857477103 9,725,234 57,342 SH SOLE 57,317 0 25
STEEL DYNAMICS INC COM 858119100 2,437,324 10,622 SH SOLE 10,622 0 0
STELLANTIS N.V SHS N82405106 76,216 13,278 SH SOLE 13,278 0 0
STONEX GROUP INC COM 861896108 6,002,499 50,654 SH SOLE 50,634 0 20
SYNCHRONY FINANCIAL COM 87165B103 3,689,718 48,517 SH SOLE 48,517 0 0
TAPESTRY INC COM 876030107 1,464,825 10,007 SH SOLE 10,007 0 0
TARGET CORP COM 87612E106 7,172,430 54,915 SH SOLE 54,915 0 0
TD SYNNEX CORPORATION COM 87162W100 2,232,824 8,352 SH SOLE 8,339 0 13
TERADATA CORP DEL COM 88076W103 9,129,686 263,483 SH SOLE 263,428 0 55
TESLA INC COM 88160R101 808,814 1,923 SH SOLE 1,923 0 0
TEXAS INSTRS INC COM 882508104 2,199,399 7,379 SH SOLE 7,368 0 11
TEXTRON INC COM 883203101 4,136,106 45,090 SH SOLE 45,049 0 41
THE CIGNA GROUP COM 125523100 5,747,215 20,847 SH SOLE 20,839 0 8
THERMO FISHER SCIENTIFIC INC COM 883556102 210,773 420 SH SOLE 420 0 0
TJX COS INC NEW COM 872540109 214,077 1,413 SH SOLE 1,413 0 0
TOLL BROTHERS INC COM 889478103 1,361,329 8,263 SH SOLE 8,263 0 0
TRAVELERS COMPANIES INC COM 89417E109 2,619,886 7,936 SH SOLE 7,936 0 0
UIPATH INC CL A 90364P105 2,242,959 206,344 SH SOLE 206,344 0 0
UNION PAC CORP COM 907818108 1,415,124 5,203 SH SOLE 5,195 0 8
UNITED PARCEL SVCS INC CL B 911312106 2,997,377 27,883 SH SOLE 27,883 0 0
UNITEDHEALTH GROUP INC COM 91324P102 5,900,897 14,197 SH SOLE 14,197 0 0
UNUM GROUP COM 91529Y106 1,636,735 18,308 SH SOLE 18,308 0 0
US BANCORP COM NEW 902973304 2,297,844 38,044 SH SOLE 37,983 0 61
VALERO ENERGY CORP COM 91913Y100 9,037,313 34,700 SH SOLE 34,674 0 26
VEEVA SYS INC CL A COM 922475108 2,484,935 14,002 SH SOLE 14,002 0 0
VENTAS INC COM 92276F100 1,008,645 11,359 SH SOLE 11,359 0 0
VERISIGN INC COM 92343E102 7,765,659 30,870 SH SOLE 30,870 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 1,826,965 43,150 SH SOLE 43,096 0 54
VERTIV HOLDINGS CO COM CL A 92537N108 4,608,128 13,763 SH SOLE 13,763 0 0
VIATRIS INC COM 92556V106 1,187,365 74,771 SH SOLE 74,506 0 265
VICI PPTYS INC COM 925652109 1,502,877 56,606 SH SOLE 56,503 0 103
VICOR CORP COM 925815102 2,951,270 7,771 SH SOLE 7,758 0 13
VIRTU FINL INC CL A 928254101 5,660,282 95,019 SH SOLE 95,019 0 0
VISA INC COM CL A 92826C839 514,939 1,501 SH SOLE 1,501 0 0
VISTANCE NETWORKS INC COM 20337X109 2,327,149 182,093 SH SOLE 182,093 0 0
WALMART INC COM 931142103 8,946,906 78,994 SH SOLE 78,980 0 14
WARNER BROS DISCOVERY INC COM SER A 934423104 225,517 8,459 SH SOLE 8,459 0 0
WELLS FARGO & CO COM 949746101 456,447 5,523 SH SOLE 5,523 0 0
WESTERN DIGITAL CORP COM 958102105 6,421,694 10,054 SH SOLE 10,054 0 0
WINTRUST FINL CORP COM 97650W108 3,855,994 23,992 SH SOLE 23,992 0 0
ZIONS BANCORPORATION NATL AS COM 989701107 4,886,405 70,623 SH SOLE 70,623 0 0
ZOOM COMMUNICATIONS INC CL A 98980L101 2,800,328 32,445 SH SOLE 32,445 0 0