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
CUMMINS INC COM 231021106 9,493,538 13,311 SH SOLE 13,311 0 0
PRICE T ROWE GROUP INC COM 74144T108 3,935,266 34,614 SH SOLE 34,614 0 0
DANAHER CORP DEL COM 235851102 14,921,632 78,337 SH SOLE 78,337 0 0
YUM BRANDS INC COM 988498101 7,875,183 49,263 SH SOLE 49,263 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 21,649,795 76,988 SH SOLE 76,988 0 0
CATERPILLAR INC COM 149123101 38,605,820 36,253 SH SOLE 36,253 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 16,577,867 33,374 SH SOLE 33,374 0 0
TJX COS INC NEW COM 872540109 13,351,392 88,128 SH SOLE 88,128 0 0
T-MOBILE US INC COM 872590104 10,440,857 62,248 SH SOLE 62,248 0 0
META PLATFORMS INC CL A 30303M102 209,916,778 372,662 SH SOLE 372,662 0 0
JOHNSON & JOHNSON COM 478160104 82,823,934 326,117 SH SOLE 326,117 0 0
EOG RES INC COM 26875P101 10,082,745 77,721 SH SOLE 77,721 0 0
BROWN FORMAN CORP CL B 115637209 507,416 19,040 SH SOLE 19,040 0 0
FEDEX CORP COM 31428X106 5,417,149 17,300 SH SOLE 17,300 0 0
ADOBE INC COM 00724F101 14,104,146 68,794 SH SOLE 68,794 0 0
AON PLC SHS CL A G0403H108 9,242,542 27,865 SH SOLE 27,865 0 0
SALESFORCE INC COM 79466L302 13,315,473 84,996 SH SOLE 84,996 0 0
ABBVIE INC COM 00287Y109 48,852,886 194,138 SH SOLE 194,138 0 0
DOCUSIGN INC COM 256163106 1,990,549 44,812 SH SOLE 44,812 0 0
DEXCOM INC COM 252131107 1,821,346 27,043 SH SOLE 27,043 0 0
COSTCO WHOLESALE CORPORATION COM 22160K105 50,424,639 53,903 SH SOLE 53,903 0 0
MEDTRONIC PLC SHS G5960L103 16,532,815 211,336 SH SOLE 211,336 0 0
VEEVA SYS INC CL A COM 922475108 4,343,401 24,474 SH SOLE 24,474 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 4,253,393 31,058 SH SOLE 31,058 0 0
FORTINET INC COM 34959E109 13,795,537 89,803 SH SOLE 89,803 0 0
AMERIPRISE FINL INC COM 03076C106 7,342,454 16,005 SH SOLE 16,005 0 0
FRANKLIN RESOURCES INC COM 354613101 1,167,278 35,085 SH SOLE 35,085 0 0
BAKER HUGHES COMPANY CL A 05722G100 6,348,312 114,384 SH SOLE 114,384 0 0
COGNEX CORP COM 192422103 4,755,387 65,664 SH SOLE 65,664 0 0
REALTY INCOME CORP COM 756109104 8,181,446 132,044 SH SOLE 132,044 0 0
STERIS PLC SHS USD G8473T100 2,509,994 11,920 SH SOLE 11,920 0 0
KRAFT HEINZ CO COM 500754106 4,388,053 185,777 SH SOLE 185,777 0 0
THE TRADE DESK INC COM CL A 88339J105 3,090,830 170,953 SH SOLE 170,953 0 0
TRADEWEB MKTS INC CL A 892672106 2,227,700 22,353 SH SOLE 22,353 0 0
HALLIBURTON CO COM 406216101 2,059,780 60,671 SH SOLE 60,671 0 0
HORMEL FOODS CORP COM 440452100 532,836 21,468 SH SOLE 21,468 0 0
WP CAREY INC COM 92936U109 720,720 10,080 SH SOLE 10,080 0 0
ALBEMARLE CORP COM 012653101 1,702,323 12,607 SH SOLE 12,607 0 0
FIRSTENERGY CORP COM 337932107 4,061,532 85,434 SH SOLE 85,434 0 0
NEXTERA ENERGY INC COM 65339F101 14,824,792 168,905 SH SOLE 168,905 0 0
OGE ENERGY CORP COM 670837103 2,382,734 48,967 SH SOLE 48,967 0 0
RTX CORPORATION COM 75513E101 22,584,700 119,036 SH SOLE 119,036 0 0
VIATRIS INC COM 92556V106 1,946,888 122,600 SH SOLE 122,600 0 0
AIRBNB INC COM CL A 009066101 7,556,539 52,806 SH SOLE 52,806 0 0
EQT CORP COM 26884L109 4,027,043 75,739 SH SOLE 75,739 0 0
APPLOVIN CORP COM CL A 03831W108 10,753,365 20,871 SH SOLE 20,871 0 0
SOUTHWEST GAS HLDGS INC COM 844895102 890,436 10,041 SH SOLE 10,041 0 0
SEMTECH CORP COM 816850101 3,672,215 22,689 SH SOLE 22,689 0 0
TORO CO COM 891092108 2,861,907 29,377 SH SOLE 29,377 0 0
GRACO INC COM 384109104 1,283,858 16,980 SH SOLE 16,980 0 0
AMNEAL PHARMACEUTICALS INC COM STK CL A 03168L105 598,511 34,576 SH SOLE 34,576 0 0
OVINTIV INC COM 69047Q102 911,108 17,305 SH SOLE 17,305 0 0
DECKERS OUTDOOR CORP COM 243537107 3,700,141 37,266 SH SOLE 37,266 0 0
PHINIA INC COMMON STOCK 71880K101 1,900,770 23,076 SH SOLE 23,076 0 0
SCOTTS MIRACLE-GRO CO CL A 810186106 3,408,293 50,041 SH SOLE 50,041 0 0
MGIC INVT CORP WIS COM 552848103 1,917,600 68,000 SH SOLE 68,000 0 0
MACYS INC COM 55616P104 2,532,049 107,518 SH SOLE 107,518 0 0
REXFORD INDL RLTY INC COM 76169C100 923,059 27,554 SH SOLE 27,554 0 0
BLUE OWL CAPITAL INC COM CL A 09581B103 270,069 30,865 SH SOLE 30,865 0 0
UNITED BANKSHARES INC WEST V COM 909907107 1,530,905 33,404 SH SOLE 33,404 0 0
FIRST AMERN FINL CORP COM 31847R102 1,688,068 24,611 SH SOLE 24,611 0 0
ZURN ELKAY WATER SOLNS CORP COM 98983L108 4,519,858 89,449 SH SOLE 89,449 0 0
GAP INC COM 364760108 2,597,510 139,053 SH SOLE 139,053 0 0
CORE & MAIN INC CL A 21874C102 763,315 15,820 SH SOLE 15,820 0 0
TPG INC COM CL A 872657101 708,652 17,476 SH SOLE 17,476 0 0
NEXTPOWER INC CLASS A COM 65290E101 3,352,600 28,140 SH SOLE 28,140 0 0
KENNAMETAL INC COM 489170100 516,777 14,744 SH SOLE 14,744 0 0
AMERIS BANCORP COM 03076K108 1,577,294 17,475 SH SOLE 17,475 0 0
ONE GAS INC COM 68235P108 4,739,959 61,502 SH SOLE 61,502 0 0
MAPLEBEAR INC COM 565394103 3,671,424 77,538 SH SOLE 77,538 0 0
LEONARDO DRS INC COM 52661A108 1,290,170 30,236 SH SOLE 30,236 0 0
PROVIDENT FINL SVCS INC COM 74386T105 725,346 30,683 SH SOLE 30,683 0 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 60,709,178 92,560 SH SOLE 92,560 0 0
PARAMOUNT SKYDANCE CORP COM CL B 69932A204 231,237 23,452 SH SOLE 23,452 0 0
INVESCO EXCH TRADED FD TR II KBW BK ETF 46138E628 22,634,493 243,434 SH SOLE 243,434 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104 3,421,894 34,195 SH SOLE 34,195 0 0
ROSS STORES INC COM 778296103 6,920,392 32,513 SH SOLE 32,513 0 0
CONSTELLATION BRANDS INC CL A 21036P108 1,478,805 10,632 SH SOLE 10,632 0 0
BANK OF NY MELLON CORP COM 064058100 9,408,471 65,061 SH SOLE 65,061 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 18,376,395 46,209 SH SOLE 46,209 0 0
S&P GLOBAL INC COM 78409V104 13,924,219 34,190 SH SOLE 34,190 0 0
GILEAD SCIENCES INC COM 375558103 24,724,612 195,699 SH SOLE 195,699 0 0
MONDELEZ INTL INC CL A 609207105 3,869,438 66,899 SH SOLE 66,899 0 0
FORD MTR CO COM 345370860 4,344,723 312,570 SH SOLE 312,570 0 0
PROLOGIS INC. COM 74340W103 16,944,046 125,076 SH SOLE 125,076 0 0
AMERICAN EXPRESS CO COM 025816109 24,811,990 73,354 SH SOLE 73,354 0 0
WELLTOWER INC COM 95040Q104 12,682,857 55,879 SH SOLE 55,879 0 0
STATE STR CORP COM 857477103 3,320,090 19,576 SH SOLE 19,576 0 0
MASTERCARD INCORPORATED CL A 57636Q104 47,913,744 93,290 SH SOLE 93,290 0 0
NEWMONT CORP COM 651639106 14,082,385 150,775 SH SOLE 150,775 0 0
US BANCORP COM NEW 902973304 10,062,278 166,594 SH SOLE 166,594 0 0
MERCK & CO INC COM 58933Y105 37,597,687 292,589 SH SOLE 292,589 0 0
PAYPAL HLDGS INC COM 70450Y103 7,839,113 181,545 SH SOLE 181,545 0 0
INTEL CORP COM 458140100 49,410,449 353,867 SH SOLE 353,867 0 0
EMERSON ELEC CO COM 291011104 6,187,086 43,221 SH SOLE 43,221 0 0
PEPSICO INC COM 713448108 20,711,732 152,967 SH SOLE 152,967 0 0
DIGITAL RLTY TR INC COM 253868103 1,987,591 11,068 SH SOLE 11,068 0 0
EBAY INC. COM 278642103 9,590,609 85,822 SH SOLE 85,822 0 0
BROADCOM INC COM 11135F101 177,095,245 468,816 SH SOLE 468,816 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 16,653,275 289,019 SH SOLE 289,019 0 0
METLIFE INC COM 59156R108 5,249,543 62,044 SH SOLE 62,044 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 2,716,863 44,781 SH SOLE 44,781 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 4,950,739 16,446 SH SOLE 16,446 0 0
NORTHERN TR CORP COM 665859104 2,388,735 13,741 SH SOLE 13,741 0 0
OMNICOM GROUP INC COM 681919106 3,657,595 50,221 SH SOLE 50,221 0 0
CORTEVA INC COM 22052L104 6,757,246 79,788 SH SOLE 79,788 0 0
PRINCIPAL FINANCIAL GROUP IN COM 74251V102 2,474,198 22,956 SH SOLE 22,956 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 912,300 13,430 SH SOLE 13,430 0 0
ROLLINS INC COM 775711104 988,570 23,684 SH SOLE 23,684 0 0
SYNCHRONY FINANCIAL COM 87165B103 1,999,507 26,292 SH SOLE 26,292 0 0
TERADYNE INC COM 880770102 7,325,338 15,140 SH SOLE 15,140 0 0
GLOBE LIFE INC COM 37959E102 2,365,723 13,240 SH SOLE 13,240 0 0
GARMIN LTD SHS H2906T109 3,824,394 16,100 SH SOLE 16,100 0 0
LENNAR CORP CL A 526057104 1,647,280 18,204 SH SOLE 18,204 0 0
LKQ CORP COM 501889208 302,584 11,492 SH SOLE 11,492 0 0
VICI PPTYS INC COM 925652109 4,086,470 153,916 SH SOLE 153,916 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 5,328,934 118,132 SH SOLE 118,132 0 0
BERKLEY W R CORP COM 084423102 762,923 10,817 SH SOLE 10,817 0 0
SNOWFLAKE INC COM SHS 833445109 5,082,874 19,972 SH SOLE 19,972 0 0
ORGANON & CO COMMON STOCK 68622V106 1,144,265 84,510 SH SOLE 84,510 0 0
LYFT INC CL A COM 55087P104 982,011 67,215 SH SOLE 67,215 0 0
DOORDASH INC CL A 25809K105 5,657,874 30,661 SH SOLE 30,661 0 0
MUELLER WTR PRODS INC COM SER A 624758108 1,668,799 64,607 SH SOLE 64,607 0 0
EXPAND ENERGY CORPORATION COM 165167735 4,244,895 46,550 SH SOLE 46,550 0 0
HF SINCLAIR CORP COM 403949100 2,468,257 35,438 SH SOLE 35,438 0 0
TOAST INC CL A 888787108 572,897 20,593 SH SOLE 20,593 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 2,966,200 19,392 SH SOLE 19,392 0 0
MUELLER INDS INC COM 624756102 2,192,702 17,837 SH SOLE 17,837 0 0
RITHM CAPITAL CORP COM NEW 64828T201 292,574 31,158 SH SOLE 31,158 0 0
LAMAR ADVERTISING CO CL A 512816109 1,670,390 10,709 SH SOLE 10,709 0 0
HALOZYME THERAPEUTICS INC COM 40637H109 3,531,464 45,119 SH SOLE 45,119 0 0
BALCHEM CORP COM 057665200 2,056,628 12,173 SH SOLE 12,173 0 0
MURPHY OIL CORP COM 626717102 905,135 27,799 SH SOLE 27,799 0 0
OLD REP INTL CORP COM 680223104 1,005,118 24,563 SH SOLE 24,563 0 0
PAR PAC HOLDINGS INC COM NEW 69888T207 927,788 16,544 SH SOLE 16,544 0 0
GULFPORT ENERGY CORP COMMON SHARES 402635502 2,032,327 11,976 SH SOLE 11,976 0 0
ASSOCIATED BANC-CORP COM 045487105 1,306,402 42,457 SH SOLE 42,457 0 0
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 503,931 14,594 SH SOLE 14,594 0 0
CALIFORNIA RES CORP COM STOCK 13057Q305 1,386,621 26,227 SH SOLE 26,227 0 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 1,279,010 10,374 SH SOLE 10,374 0 0
BGC GROUP INC CL A 088929104 1,197,280 112,000 SH SOLE 112,000 0 0
COVISTA INC COM 00737L103 2,724,943 21,859 SH SOLE 21,859 0 0
FULTON FINL CORP PA COM 360271100 1,851,865 76,555 SH SOLE 76,555 0 0
AVISTA CORP COM 05379B107 1,794,231 43,858 SH SOLE 43,858 0 0
CARGURUS INC COM CL A 141788109 1,633,150 47,907 SH SOLE 47,907 0 0
VERSANT MEDIA GROUP INC COM CL A 925283103 1,466,147 40,715 SH SOLE 40,715 0 0
ISHARES TR BROAD USD HIGH 46435U853 77,608,062 2,096,382 SH SOLE 2,096,382 0 0
SUNBELT RENTALS HOLDINGS INC SHS 866966104 2,219,999 40,393 SH SOLE 40,393 0 0
ISHARES TR ISHARES SEMICDTR 464287523 71,970,163 112,320 SH SOLE 112,320 0 0
LIONSGATE STUDIOS CORP COM 53626N102 1,869,489 122,109 SH SOLE 122,109 0 0
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 105,891,986 141,800 SH SOLE 141,800 0 0
ISHARES INC CORE MSCI EMKT 46434G103 63,024,672 760,800 SH SOLE 760,800 0 0
CAPITAL ONE FINL CORP COM 14040H105 17,461,163 87,036 SH SOLE 87,036 0 0
TWILIO INC CL A 90138F102 2,859,940 13,861 SH SOLE 13,861 0 0
STARBUCKS CORP COM 855244109 9,938,284 97,253 SH SOLE 97,253 0 0
WELLS FARGO & CO COM 949746101 20,019,457 242,249 SH SOLE 242,249 0 0
ADVANCED MICRO DEVICES INC COM 007903107 117,155,024 201,675 SH SOLE 201,675 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 5,027,845 129,317 SH SOLE 129,317 0 0
DOMINION ENERGY INC COM 25746U109 2,923,427 42,809 SH SOLE 42,809 0 0
DEERE & CO COM 244199105 15,425,637 24,318 SH SOLE 24,318 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 7,418,642 99,539 SH SOLE 99,539 0 0
AMAZON COM INC COM 023135106 249,793,906 1,048,057 SH SOLE 1,048,057 0 0
RESMED INC COM 761152107 5,160,617 26,481 SH SOLE 26,481 0 0
MCCORMICK & CO INC COM NON VTG 579780206 2,166,094 42,961 SH SOLE 42,961 0 0
CHUBB LIMITED COM H1467J104 16,862,541 49,488 SH SOLE 49,488 0 0
BEST BUY INC COM 086516101 1,871,884 24,669 SH SOLE 24,669 0 0
BLOCK INC CL A 852234103 3,137,888 41,288 SH SOLE 41,288 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 7,264,119 80,302 SH SOLE 80,302 0 0
MICRON TECHNOLOGY INC COM 595112103 93,717,959 81,191 SH SOLE 81,191 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 1,081,749 15,955 SH SOLE 15,955 0 0
AUTODESK INC COM 052769106 7,394,570 38,034 SH SOLE 38,034 0 0
DISNEY WALT CO COM 254687106 22,143,371 230,061 SH SOLE 230,061 0 0
ILLUMINA INC COM 452327109 3,929,976 22,351 SH SOLE 22,351 0 0
WASTE MGMT INC DEL COM 94106L109 2,269,587 10,183 SH SOLE 10,183 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 19,258,742 38,413 SH SOLE 38,413 0 0
GENERAL MTRS CO COM 37045V100 7,328,920 95,082 SH SOLE 95,082 0 0
HCA HEALTHCARE INC COM 40412C101 5,580,496 14,313 SH SOLE 14,313 0 0
AMGEN INC COM 031162100 28,246,808 78,004 SH SOLE 78,004 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 4,677,306 120,767 SH SOLE 120,767 0 0
CENTENE CORP DEL COM 15135B101 3,191,398 49,718 SH SOLE 49,718 0 0
HENRY JACK & ASSOC INC COM 426281101 2,215,686 16,086 SH SOLE 16,086 0 0
PALO ALTO NETWORKS INC COM 697435105 31,889,462 93,512 SH SOLE 93,512 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 1,317,491 23,025 SH SOLE 23,025 0 0
CBRE GROUP INC CL A 12504L109 6,698,403 49,732 SH SOLE 49,732 0 0
NASDAQ INC COM 631103108 3,412,354 43,293 SH SOLE 43,293 0 0
C H ROBINSON WORLDWIDE IN COM NEW 12541W209 3,611,420 19,175 SH SOLE 19,175 0 0
OMEGA HEALTHCARE INVS INC COM 681936100 3,917,580 82,164 SH SOLE 82,164 0 0
DELTA AIR LINES INC COM NEW 247361702 1,224,698 13,076 SH SOLE 13,076 0 0
PENTAIR PLC SHS G7S00T104 1,890,896 24,666 SH SOLE 24,666 0 0
REINSURANCE GROUP AMER INC COM NEW 759351604 2,870,350 13,498 SH SOLE 13,498 0 0
TYSON FOODS INC CL A 902494103 616,296 10,765 SH SOLE 10,765 0 0
KKR & CO INC COM 48251W104 3,889,820 42,382 SH SOLE 42,382 0 0
LAS VEGAS SANDS CORP COM 517834107 1,639,145 35,487 SH SOLE 35,487 0 0
GALLAGHER ARTHUR J & CO COM 363576109 4,840,024 21,083 SH SOLE 21,083 0 0
APOLLO GLOBAL MGMT INC COM 03769M106 4,349,312 36,762 SH SOLE 36,762 0 0
CONSTELLATION ENERGY CORP COM 21037T109 7,316,980 29,460 SH SOLE 29,460 0 0
KIMCO REALTY CORP COM 49446R109 2,363,051 93,217 SH SOLE 93,217 0 0
APA CORPORATION COM 03743Q108 4,124,535 126,636 SH SOLE 126,636 0 0
JBT MAREL CORPORATION COM 477839104 1,674,315 11,547 SH SOLE 11,547 0 0
RELIANCE INC COM 759509102 4,839,988 12,955 SH SOLE 12,955 0 0
SOUTHSTATE CORPORATION COM 840441109 2,071,027 20,731 SH SOLE 20,731 0 0
PAYLOCITY HLDG CORP COM 70438V106 2,522,204 24,129 SH SOLE 24,129 0 0
MINERALS TECHNOLOGIES INC COM 603158106 747,393 10,104 SH SOLE 10,104 0 0
CHORD ENERGY CORPORATION COM NEW 674215207 2,631,186 23,020 SH SOLE 23,020 0 0
EVERPURE INC CL A 74624M102 2,319,735 29,442 SH SOLE 29,442 0 0
KB HOME COM 48666K109 1,159,167 18,520 SH SOLE 18,520 0 0
MATADOR RES CO COM 576485205 1,422,762 28,581 SH SOLE 28,581 0 0
BANK OZK LITTLE ROCK ARK COM 06417N103 1,688,341 32,412 SH SOLE 32,412 0 0
OLLIES BARGAIN OUTLET HLDGS COM 681116109 791,326 10,293 SH SOLE 10,293 0 0
RAMBUS INC DEL COM 750917106 1,551,598 11,689 SH SOLE 11,689 0 0
PROSPERITY BANCSHARES INC COM 743606105 864,310 11,835 SH SOLE 11,835 0 0
APPFOLIO INC COM CL A 03783C100 1,867,436 11,646 SH SOLE 11,646 0 0
NEW JERSEY RES CORP COM 646025106 2,698,774 48,158 SH SOLE 48,158 0 0
PHILLIPS EDISON & CO INC COMMON STOCK 71844V201 425,731 10,229 SH SOLE 10,229 0 0
ROYAL GOLD INC COM 780287108 2,562,593 12,838 SH SOLE 12,838 0 0
VERACYTE INC COM 92337F107 678,566 11,554 SH SOLE 11,554 0 0
CNO FINL GROUP INC COM 12621E103 695,979 13,652 SH SOLE 13,652 0 0
CLEAR SECURE INC COM CL A 18467V109 4,058,091 72,817 SH SOLE 72,817 0 0
RUSH ENTERPRISES INC CL A 781846209 848,524 11,626 SH SOLE 11,626 0 0
FRONTDOOR INC COM 35905A109 2,009,193 25,895 SH SOLE 25,895 0 0
VIRTU FINL INC CL A 928254101 3,012,217 50,566 SH SOLE 50,566 0 0
GE VERNOVA INC COM 36828A101 32,386,191 27,566 SH SOLE 27,566 0 0
BLACKROCK INC COM 09290D101 18,902,346 19,658 SH SOLE 19,658 0 0
SIRIUSXM HOLDINGS INC COMMON STOCK 829933100 746,210 25,261 SH SOLE 25,261 0 0
COMPASS INC CL A 20464U100 222,174 18,019 SH SOLE 18,019 0 0
LEVI STRAUSS & CO NEW CL A COM STK 52736R102 2,294,739 92,418 SH SOLE 92,418 0 0
ALIGNMENT HEALTHCARE INC COM 01625V104 260,196 10,928 SH SOLE 10,928 0 0
HONEYWELL AEROSPACE INC COM 43849R105 6,329,078 28,628 SH SOLE 28,628 0 0
LOCKHEED MARTIN CORP COM 539830109 11,332,938 22,245 SH SOLE 22,245 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 9,049,217 94,145 SH SOLE 94,145 0 0
AMPHENOL CORP CL A 032095101 8,578,850 48,655 SH SOLE 48,655 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 5,507,663 41,464 SH SOLE 41,464 0 0
PACCAR INC COM 693718108 7,470,743 62,194 SH SOLE 62,194 0 0
LOWES COS INC COM 548661107 11,106,963 50,374 SH SOLE 50,374 0 0
APPLE INC COM 037833100 479,954,198 1,658,675 SH SOLE 1,658,675 0 0
MICROSOFT CORP COM 594918104 296,120,435 793,846 SH SOLE 793,846 0 0
BALL CORP COM 058498106 2,903,597 46,532 SH SOLE 46,532 0 0
TARGET CORP COM 87612E106 7,580,996 58,043 SH SOLE 58,043 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 30,261,202 29,921 SH SOLE 29,921 0 0
ALLSTATE CORP COM 020002101 8,943,927 37,589 SH SOLE 37,589 0 0
ALPHABET INC CAP STK CL C 02079K107 208,223,376 589,317 SH SOLE 589,317 0 0
VISA INC COM CL A 92826C839 67,872,465 197,827 SH SOLE 197,827 0 0
BOSTON SCIENTIFIC CORP COM 101137107 7,052,699 165,246 SH SOLE 165,246 0 0
ZOOM COMMUNICATIONS INC CL A 98980L101 4,150,648 48,090 SH SOLE 48,090 0 0
SOUTHERN CO COM 842587107 3,448,718 36,033 SH SOLE 36,033 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 1,422,257 19,390 SH SOLE 19,390 0 0
NVIDIA CORPORATION COM 67066G104 566,187,669 2,829,665 SH SOLE 2,829,665 0 0
NETFLIX INC. COM 64110L106 47,656,287 667,455 SH SOLE 667,455 0 0
CISCO SYS INC COM 17275R102 60,169,708 512,257 SH SOLE 512,257 0 0
MCDONALDS CORP COM 580135101 23,705,376 87,697 SH SOLE 87,697 0 0
WORKDAY INC CL A 98138H101 3,263,840 26,661 SH SOLE 26,661 0 0
DATADOG INC CL A COM 23804L103 8,321,366 31,961 SH SOLE 31,961 0 0
NETAPP INC COM 64110D104 4,640,633 29,986 SH SOLE 29,986 0 0
NEWS CORP NEW CL A 65249B109 3,280,366 132,113 SH SOLE 132,113 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103 1,358,857 63,498 SH SOLE 63,498 0 0
DELL TECHNOLOGIES INC CL C 24703L202 17,663,109 40,938 SH SOLE 40,938 0 0
EXPEDIA GROUP INC COM NEW 30212P303 7,732,438 30,219 SH SOLE 30,219 0 0
WESTERN DIGITAL CORP COM 958102105 18,535,016 29,019 SH SOLE 29,019 0 0
HERSHEY CO COM 427866108 2,542,446 14,491 SH SOLE 14,491 0 0
HOWMET AEROSPACE INC COM 443201108 3,374,731 12,552 SH SOLE 12,552 0 0
INCYTE CORP COM 45337C102 4,496,651 39,667 SH SOLE 39,667 0 0
ARCH CAP GROUP LTD ORD G0450A105 3,756,416 38,702 SH SOLE 38,702 0 0
AMERICAN FINANCIAL GROUP INC COM 025932104 3,086,237 22,054 SH SOLE 22,054 0 0
ASSURANT INC COM 04621X108 2,914,356 10,853 SH SOLE 10,853 0 0
BATH & BODY WORKS INC COM 070830104 1,154,071 49,895 SH SOLE 49,895 0 0
SOFI TECHNOLOGIES INC COM 83406F102 915,793 51,076 SH SOLE 51,076 0 0
FIRST SOLAR INC COM 336433107 4,758,605 20,167 SH SOLE 20,167 0 0
CORVEL CORP COM 221006109 1,042,834 16,680 SH SOLE 16,680 0 0
FIRST INTST BANCSYSTEM INC COM 32055Y201 1,181,324 30,636 SH SOLE 30,636 0 0
EXLSERVICE HLDGS INC COM 302081104 3,934,315 152,139 SH SOLE 152,139 0 0
CIRRUS LOGIC INC COM 172755100 1,626,106 10,948 SH SOLE 10,948 0 0
TETRA TECH INC NEW COM 88162G103 3,012,534 104,276 SH SOLE 104,276 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 2,005,537 22,994 SH SOLE 22,994 0 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102 2,325,609 14,497 SH SOLE 14,497 0 0
DOLBY LABORATORIES INC COM CL A 25659T107 1,739,504 33,083 SH SOLE 33,083 0 0
API GROUP CORP COM STK 00187Y100 3,271,453 77,248 SH SOLE 77,248 0 0
GENTEX CORP COM 371901109 342,585 13,557 SH SOLE 13,557 0 0
SLM CORP COM 78442P106 1,341,565 51,718 SH SOLE 51,718 0 0
NMI HLDGS INC COM 629209305 2,149,993 52,324 SH SOLE 52,324 0 0
HEALTHEQUITY INC COM 42226A107 1,642,830 18,189 SH SOLE 18,189 0 0
HECLA MINING COMPANY COM 422704106 4,182,193 271,043 SH SOLE 271,043 0 0
FORMFACTOR INC COM 346375108 1,902,367 11,895 SH SOLE 11,895 0 0
UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 1,259,099 35,882 SH SOLE 35,882 0 0
LAUREATE ED INC COMMON STOCK 518613203 2,827,076 77,838 SH SOLE 77,838 0 0
FIRST HAWAIIAN INC COM 32051X108 741,759 25,316 SH SOLE 25,316 0 0
DOXIMITY INC CL A 26622P107 781,317 37,672 SH SOLE 37,672 0 0
HAYWARD HLDGS INC COM 421298100 299,048 17,276 SH SOLE 17,276 0 0
LABCORP HOLDINGS INC COM SHS 504922105 3,987,760 14,242 SH SOLE 14,242 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 6,657,818 28,053 SH SOLE 28,053 0 0
SANDISK CORP COM 80004C200 23,364,849 10,276 SH SOLE 10,276 0 0
AMERICAN HEALTHCARE REIT INC COM SHS 398182303 2,186,962 41,936 SH SOLE 41,936 0 0
VICTORY CAP HLDGS INC DEL COM CL A 92645B103 1,861,341 22,143 SH SOLE 22,143 0 0
SOTERA HEALTH CO COM 83601L102 1,137,651 64,093 SH SOLE 64,093 0 0
CRESCENT ENERGY COMPANY CL A COM 44952J104 307,317 31,295 SH SOLE 31,295 0 0
VISTANCE NETWORKS INC COM 20337X109 619,434 48,469 SH SOLE 48,469 0 0
INDIVIOR PHARMACEUTICALS INC COM 45579U109 3,323,307 80,997 SH SOLE 80,997 0 0
ADEIA INC COM 00676P107 465,037 14,122 SH SOLE 14,122 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 55,378,499 260,274 SH SOLE 260,274 0 0
COREWEAVE INC COM CL A 21873S108 3,406,856 34,226 SH SOLE 34,226 0 0
NORTHROP GRUMMAN CORP COM 666807102 7,578,533 14,880 SH SOLE 14,880 0 0
TEXTRON INC COM 883203101 1,864,871 20,330 SH SOLE 20,330 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 9,802,608 26,118 SH SOLE 26,118 0 0
ELI LILLY & CO COM 532457108 102,630,427 85,566 SH SOLE 85,566 0 0
TEXAS INSTRS INC COM 882508104 16,818,599 56,425 SH SOLE 56,425 0 0
ORACLE CORP COM 68389X105 25,042,171 170,878 SH SOLE 170,878 0 0
SYSCO CORP COM 871829107 8,412,243 100,649 SH SOLE 100,649 0 0
SERVICENOW INC COM 81762P102 11,228,072 113,095 SH SOLE 113,095 0 0
ZOETIS INC CL A 98978V103 2,799,091 38,952 SH SOLE 38,952 0 0
PARKER-HANNIFIN CORP COM 701094104 14,974,039 15,309 SH SOLE 15,309 0 0
ELEVANCE HEALTH INC FORMERLY COM 036752103 13,741,677 35,533 SH SOLE 35,533 0 0
FASTENAL CO COM 311900104 5,426,862 112,989 SH SOLE 112,989 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 7,459,024 17,961 SH SOLE 17,961 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 1,159,217 15,173 SH SOLE 15,173 0 0
PHILLIPS 66 COM 718546104 6,119,779 36,201 SH SOLE 36,201 0 0
PROCTER & GAMBLE CO COM 742718109 31,880,269 217,405 SH SOLE 217,405 0 0
CME GROUP INC COM 12572Q105 12,615,135 57,126 SH SOLE 57,126 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 11,523,795 51,457 SH SOLE 51,457 0 0
MARSH & MCLENNAN COS INC COM 571748102 10,616,212 63,696 SH SOLE 63,696 0 0
MARVELL TECHNOLOGY INC COM 573874104 25,404,358 85,281 SH SOLE 85,281 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 1,934,304 15,712 SH SOLE 15,712 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 29,539,523 59,033 SH SOLE 59,033 0 0
COCA COLA CO COM 191216100 36,596,450 450,307 SH SOLE 450,307 0 0
BANK OF AMER CORP COM 060505104 59,589,400 1,045,795 SH SOLE 1,045,795 0 0
BIOGEN INC COM 09062X103 4,167,149 19,287 SH SOLE 19,287 0 0
ANALOG DEVICES INC COM 032654105 24,747,663 62,310 SH SOLE 62,310 0 0
EATON CORP PLC SHS G29183103 15,839,307 37,171 SH SOLE 37,171 0 0
GENERAL MILLS INC COM 370334104 977,671 28,094 SH SOLE 28,094 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 12,139,869 97,556 SH SOLE 97,556 0 0
NIKE INC CL B 654106103 4,665,784 113,661 SH SOLE 113,661 0 0
QUALCOMM INC COM 747525103 33,021,234 178,696 SH SOLE 178,696 0 0
SEMPRA COM 816851109 6,834,767 73,722 SH SOLE 73,722 0 0
SYNOPSYS INC COM 871607107 4,585,600 10,280 SH SOLE 10,280 0 0
JOHNSON CONTROLS INTERNATION SHS G51502105 11,722,113 80,228 SH SOLE 80,228 0 0
ATMOS ENERGY CORP COM 049560105 3,705,700 21,511 SH SOLE 21,511 0 0
DROPBOX INC CL A 26210C104 2,051,377 74,677 SH SOLE 74,677 0 0
SMITH A O CORP COM 831865209 633,974 10,108 SH SOLE 10,108 0 0
BORGWARNER INC COM 099724106 678,010 10,211 SH SOLE 10,211 0 0
CONAGRA BRANDS INC COM 205887102 1,845,554 137,114 SH SOLE 137,114 0 0
COPART INC COM 217204106 1,730,556 61,389 SH SOLE 61,389 0 0
INSULET CORP COM 45784P101 2,326,076 15,278 SH SOLE 15,278 0 0
IRON MTN INC DEL COM 46284V101 4,020,953 31,834 SH SOLE 31,834 0 0
SIMON PPTY GROUP INC NEW COM 828806109 8,099,708 36,216 SH SOLE 36,216 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 6,791,708 19,401 SH SOLE 19,401 0 0
TRIMBLE INC COM 896239100 708,894 13,851 SH SOLE 13,851 0 0
F5 INC COM 315616102 4,802,674 11,546 SH SOLE 11,546 0 0
GODADDY INC CL A 380237107 3,481,268 41,014 SH SOLE 41,014 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 4,027,262 11,218 SH SOLE 11,218 0 0
AMERICAN ELEC PWR CO INC COM 025537101 7,442,190 54,398 SH SOLE 54,398 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 37,608,925 322,353 SH SOLE 322,353 0 0
ROBINHOOD MKTS INC COM CL A 770700102 7,714,641 76,931 SH SOLE 76,931 0 0
UIPATH INC CL A 90364P105 2,292,287 210,882 SH SOLE 210,882 0 0
VERALTO CORP COM SHS 92338C103 3,095,464 34,906 SH SOLE 34,906 0 0
BLOOM ENERGY CORP COM CL A 093712107 5,266,375 17,398 SH SOLE 17,398 0 0
BOX INC CL A 10316T104 1,405,983 52,976 SH SOLE 52,976 0 0
TERADATA CORP DEL COM 88076W103 2,685,860 77,514 SH SOLE 77,514 0 0
TAPESTRY INC COM 876030107 4,786,333 32,698 SH SOLE 32,698 0 0
FEDERAL SIGNAL CORP COM 313855108 1,904,864 14,825 SH SOLE 14,825 0 0
GLOBUS MED INC CL A 379577208 908,931 11,504 SH SOLE 11,504 0 0
TENABLE HLDGS INC COM 88025T102 425,448 11,536 SH SOLE 11,536 0 0
EXELIXIS INC COM 30161Q104 2,446,927 44,972 SH SOLE 44,972 0 0
FLOWERS FOODS INC COM 343498101 984,585 124,631 SH SOLE 124,631 0 0
AVNET INC COM 053807103 1,146,666 12,910 SH SOLE 12,910 0 0
RANGE RES CORP COM 75281A109 1,866,083 50,177 SH SOLE 50,177 0 0
CNX RES CORP COM 12653C108 2,249,559 66,300 SH SOLE 66,300 0 0
SABRA HEALTH CARE REIT INC COM 78573L106 2,262,360 115,959 SH SOLE 115,959 0 0
KONTOOR BRANDS INC COM 50050N103 2,058,248 24,697 SH SOLE 24,697 0 0
FRESHWORKS INC CLASS A COM 358054104 1,035,205 102,293 SH SOLE 102,293 0 0
BROADSTONE NET LEASE INC COM 11135E203 1,890,540 91,463 SH SOLE 91,463 0 0
KNOWLES CORP COM 49926D109 591,505 14,260 SH SOLE 14,260 0 0
NORTHWEST BANCSHARES INC COM 667340103 455,179 30,025 SH SOLE 30,025 0 0
UL SOLUTIONS INC CLASS A COM SHS 903731107 2,728,626 26,788 SH SOLE 26,788 0 0
FIRST BUSEY CORP COM NEW 319383204 978,220 33,160 SH SOLE 33,160 0 0
ASTERA LABS INC COM 04626A103 14,069,890 29,129 SH SOLE 29,129 0 0
ADMA BIOLOGICS INC COM 000899104 247,208 29,535 SH SOLE 29,535 0 0
NETSCOUT SYS INC COM 64115T104 1,644,230 37,755 SH SOLE 37,755 0 0
LAKELAND FINL CORP COM 511656100 727,062 11,780 SH SOLE 11,780 0 0
GARRETT MOTION INC COM 366505105 4,937,787 136,290 SH SOLE 136,290 0 0
WISDOMTREE INC COM 97717P104 410,592 24,238 SH SOLE 24,238 0 0
AERCAP HOLDINGS NV SHS N00985106 4,869,781 33,405 SH SOLE 33,405 0 0
SBA COMMUNICATIONS CORP CL A 78410G104 2,342,683 13,276 SH SOLE 13,276 0 0
COSTAR GROUP INC COM 22160N109 2,674,031 94,422 SH SOLE 94,422 0 0
UNION PAC CORP COM 907818108 11,811,872 43,426 SH SOLE 43,426 0 0
EVERSOURCE ENERGY COM 30040W108 3,608,513 49,931 SH SOLE 49,931 0 0
INTUIT COM 461202103 12,505,293 47,913 SH SOLE 47,913 0 0
VERISK ANALYTICS INC COM 92345Y106 3,411,250 19,001 SH SOLE 19,001 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 14,171,931 28,854 SH SOLE 28,854 0 0
AFLAC INC COM 001055102 4,746,984 40,486 SH SOLE 40,486 0 0
COLGATE PALMOLIVE CO COM 194162103 7,522,161 82,048 SH SOLE 82,048 0 0
REGENERON PHARMACEUTICALS COM 75886F107 8,079,208 12,957 SH SOLE 12,957 0 0
PAYCHEX INC COM 704326107 5,142,561 52,299 SH SOLE 52,299 0 0
JPMORGAN CHASE & CO COM 46625H100 76,232,539 232,892 SH SOLE 232,892 0 0
TESLA INC COM 88160R101 119,275,010 283,583 SH SOLE 283,583 0 0
UNITEDHEALTH GROUP INC COM 91324P102 68,380,279 164,522 SH SOLE 164,522 0 0
NORFOLK SOUTHN CORP COM 655844108 5,117,750 16,268 SH SOLE 16,268 0 0
ECOLAB INC COM 278865100 8,597,069 30,857 SH SOLE 30,857 0 0
KIMBERLY-CLARK CORP COM 494368103 2,452,262 22,340 SH SOLE 22,340 0 0
FREEPORT MCMORAN INC CL B 35671D857 2,579,056 41,009 SH SOLE 41,009 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 20,951,822 494,847 SH SOLE 494,847 0 0
EXXON MOBIL CORP COM 30231G102 55,000,815 402,288 SH SOLE 402,288 0 0
CHEVRON CORPORATION COM 166764100 30,943,082 186,674 SH SOLE 186,674 0 0
UBER TECHNOLOGIES INC COM 90353T100 23,360,574 323,733 SH SOLE 323,733 0 0
VISTRA CORP COM 92840M102 3,835,832 24,181 SH SOLE 24,181 0 0
NISOURCE INC COM 65473P105 2,484,868 52,258 SH SOLE 52,258 0 0
GEN DIGITAL INC COM 668771108 2,767,743 111,199 SH SOLE 111,199 0 0
CARDINAL HEALTH INC COM 14149Y108 9,937,610 41,832 SH SOLE 41,832 0 0
OCCIDENTAL PETE CORP COM 674599105 831,373 17,117 SH SOLE 17,117 0 0
PINTEREST INC CL A 72352L106 253,769 12,067 SH SOLE 12,067 0 0
DOVER CORP COM 260003108 3,538,914 15,779 SH SOLE 15,779 0 0
INVITATION HOMES INC COM 46187W107 1,919,302 63,532 SH SOLE 63,532 0 0
RPM INTL INC COM 749685103 1,419,052 12,767 SH SOLE 12,767 0 0
VENTAS INC COM 92276F100 5,438,023 61,239 SH SOLE 61,239 0 0
WABTEC COM 929740108 2,995,795 11,112 SH SOLE 11,112 0 0
MASCO CORP COM 574599106 3,828,133 47,046 SH SOLE 47,046 0 0
CHEWY INC CL A 16679L109 1,957,513 99,619 SH SOLE 99,619 0 0
HUBSPOT INC COM 443573100 3,075,111 16,849 SH SOLE 16,849 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 8,344,292 28,715 SH SOLE 28,715 0 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104 2,639,888 47,082 SH SOLE 47,082 0 0
BENTLEY SYS INC COM CL B 08265T208 404,740 13,541 SH SOLE 13,541 0 0
TERRENO RLTY CORP COM 88146M101 840,715 12,980 SH SOLE 12,980 0 0
ATLASSIAN CORPORATION CL A 049468101 972,997 12,508 SH SOLE 12,508 0 0
CAL MAINE FOODS INC COM NEW 128030202 1,604,594 19,918 SH SOLE 19,918 0 0
BLOCK H & R INC COM 093671105 4,621,351 121,359 SH SOLE 121,359 0 0
NEW YORK TIMES CO MTN BE CL A 650111107 3,605,230 51,518 SH SOLE 51,518 0 0
BRINKS CO COM 109696104 1,326,640 14,040 SH SOLE 14,040 0 0
ANTERO RESOURCES CORP COM 03674X106 585,081 16,650 SH SOLE 16,650 0 0
UNUM GROUP COM 91529Y106 1,030,693 11,529 SH SOLE 11,529 0 0
CABOT CORP COM 127055101 1,183,657 13,033 SH SOLE 13,033 0 0
ANTERO MIDSTREAM CORP COM 03676B102 1,499,817 65,926 SH SOLE 65,926 0 0
RADIAN GROUP INC COM 750236101 2,865,142 76,059 SH SOLE 76,059 0 0
WAFD INC COM 938824109 409,063 10,661 SH SOLE 10,661 0 0
LCI INDS COM 50189K103 1,116,822 10,548 SH SOLE 10,548 0 0
GENWORTH FINL INC COM SHS 37247D106 344,159 36,342 SH SOLE 36,342 0 0
BRADY CORP CL A 104674106 1,846,234 20,162 SH SOLE 20,162 0 0
COPT DEFENSE PROPERTIES SHS BEN INT 22002T108 2,309,346 63,461 SH SOLE 63,461 0 0
WSFS FINL CORP COM 929328102 1,070,997 13,958 SH SOLE 13,958 0 0
HESS MIDSTREAM LP CL A SHS 428103105 2,052,998 54,601 SH SOLE 54,601 0 0
KLAVIYO INC COM SER A 49845K101 377,017 24,968 SH SOLE 24,968 0 0
BIOCRYST PHARMACEUTICALS INC COM 09058V103 959,620 95,962 SH SOLE 95,962 0 0
ADT INC DEL COM 00090Q103 2,610,823 401,665 SH SOLE 401,665 0 0
RUSH STREET INTERACTIVE INC COM 782011100 418,442 14,070 SH SOLE 14,070 0 0
PITNEY BOWES INC COM 724479100 306,407 17,489 SH SOLE 17,489 0 0
BOEING CO COM 097023105 14,164,282 65,433 SH SOLE 65,433 0 0
ISHARES INC MSCI STH KOR ETF 464286772 48,267,022 239,064 SH SOLE 239,064 0 0
ISHARES INC MSCI TAIWAN ETF 46434G772 19,006,750 175,000 SH SOLE 175,000 0 0
UNITED PARCEL SVCS INC CL B 911312106 4,554,453 42,367 SH SOLE 42,367 0 0
CITIGROUP INC COM NEW 172967424 45,171,390 322,745 SH SOLE 322,745 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 2,640,036 30,666 SH SOLE 30,666 0 0
KROGER CO COM 501044101 4,378,762 78,854 SH SOLE 78,854 0 0
HP INC COM 40434L105 2,947,003 134,321 SH SOLE 134,321 0 0
STRYKER CORPORATION COM 863667101 7,492,877 23,799 SH SOLE 23,799 0 0
MORGAN STANLEY COM NEW 617446448 23,506,548 112,450 SH SOLE 112,450 0 0
OTIS WORLDWIDE CORP COM 68902V107 4,958,372 69,251 SH SOLE 69,251 0 0
ALPHABET INC CAP STK CL A 02079K305 256,609,529 718,050 SH SOLE 718,050 0 0
CSX CORP COM 126408103 5,845,572 122,987 SH SOLE 122,987 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 3,498,250 10,586 SH SOLE 10,586 0 0
APPLIED MATLS INC COM 038222105 75,640,260 104,620 SH SOLE 104,620 0 0
SHERWIN WILLIAMS CO COM 824348106 10,288,970 29,882 SH SOLE 29,882 0 0
MCKESSON CORP COM 58155Q103 16,307,359 21,582 SH SOLE 21,582 0 0
TRUIST FINL CORP COM 89832Q109 7,930,846 159,190 SH SOLE 159,190 0 0
DOLLAR GEN CORP COM 256677105 2,113,880 18,364 SH SOLE 18,364 0 0
SLB LIMITED COM STK 806857108 6,207,484 133,523 SH SOLE 133,523 0 0
AT&T INC COM 00206R102 17,344,924 837,919 SH SOLE 837,919 0 0
ROPER TECHNOLOGIES INC COM 776696106 3,893,515 11,506 SH SOLE 11,506 0 0
WALMART INC COM 931142103 58,286,994 514,630 SH SOLE 514,630 0 0
PFIZER INC COM 717081103 17,989,951 747,091 SH SOLE 747,091 0 0
ABBOTT LABORATORIES COM 002824100 15,684,681 172,853 SH SOLE 172,853 0 0
BLACKSTONE INC COM 09260D107 10,282,946 87,388 SH SOLE 87,388 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 3,846,047 41,764 SH SOLE 41,764 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 2,263,516 66,574 SH SOLE 66,574 0 0
CINTAS CORP COM 172908105 1,995,208 11,731 SH SOLE 11,731 0 0
IDEXX LABS INC COM 45168D104 5,483,925 10,417 SH SOLE 10,417 0 0
IQVIA HLDGS INC COM 46266C105 5,097,144 26,380 SH SOLE 26,380 0 0
UGI CORP NEW COM 902681105 4,611,470 133,511 SH SOLE 133,511 0 0
EDISON INTL COM 281020107 6,538,944 87,830 SH SOLE 87,830 0 0
MARKETAXESS HLDGS INC COM 57060D108 3,615,791 31,860 SH SOLE 31,860 0 0
PTC INC COM 69370C100 3,155,859 27,778 SH SOLE 27,778 0 0
RINGCENTRAL INC CL A 76680R206 3,400,186 87,229 SH SOLE 87,229 0 0
CBOE GLOBAL MKTS INC COM 12503M108 5,677,750 23,397 SH SOLE 23,397 0 0
ONEOK INC NEW COM 682680103 4,895,591 56,310 SH SOLE 56,310 0 0
ON SEMICONDUCTOR CORP COM 682189105 2,882,997 30,495 SH SOLE 30,495 0 0
REGENCY CTRS CORP COM 758849103 2,486,612 31,184 SH SOLE 31,184 0 0
SUN CMNTYS INC COM 866674104 2,219,534 18,510 SH SOLE 18,510 0 0
MOLSON COORS BEVERAGE CO CL B 60871R209 2,038,933 52,334 SH SOLE 52,334 0 0
TRACTOR SUPPLY CO COM 892356106 1,619,791 51,243 SH SOLE 51,243 0 0
FOX CORP CL A COM 35137L105 5,883,648 112,800 SH SOLE 112,800 0 0
FORTIVE CORP COM 34959J108 2,257,031 36,946 SH SOLE 36,946 0 0
HASBRO INC COM 418056107 2,575,321 31,182 SH SOLE 31,182 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 4,663,523 58,868 SH SOLE 58,868 0 0
AGNC INVT CORP COM 00123Q104 776,898 71,275 SH SOLE 71,275 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 4,824,723 38,116 SH SOLE 38,116 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 32,070,736 67,154 SH SOLE 67,154 0 0
LEIDOS HOLDINGS INC COM 525327102 2,285,625 22,197 SH SOLE 22,197 0 0
DEVON ENERGY CORP NEW COM 25179M103 5,502,213 133,161 SH SOLE 133,161 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 15,826,000 16,400 SH SOLE 16,400 0 0
KYNDRYL HLDGS INC COMMON STOCK 50155Q100 226,946 20,066 SH SOLE 20,066 0 0
WATSCO INC COM 942622200 4,779,893 11,470 SH SOLE 11,470 0 0
ELEMENT SOLUTIONS INC COM 28618M106 681,918 14,281 SH SOLE 14,281 0 0
SENTINELONE INC CL A 81730H109 351,805 20,731 SH SOLE 20,731 0 0
MAGNOLIA OIL & GAS CORP CL A 559663109 1,978,127 77,331 SH SOLE 77,331 0 0
AECOM COM 00766T100 3,445,119 49,357 SH SOLE 49,357 0 0
ALBERTSONS COMPANIES INC COMMON STOCK 013091103 2,770,295 204,752 SH SOLE 204,752 0 0
CVB FINL CORP COM 126600105 1,167,526 51,775 SH SOLE 51,775 0 0
ESSENTIAL PPTYS RLTY TR INC COM 29670E107 1,249,014 41,843 SH SOLE 41,843 0 0
ENVISTA HOLDINGS CORPORATION COM 29415F104 310,350 11,778 SH SOLE 11,778 0 0
US FOODS HLDG CORP COM 912008109 1,388,760 13,582 SH SOLE 13,582 0 0
F N B CORP COM 302520101 1,993,536 104,483 SH SOLE 104,483 0 0
ABERCROMBIE & FITCH CO CL A 002896207 975,528 10,838 SH SOLE 10,838 0 0
SPS COMM INC COM 78463M107 1,586,982 27,759 SH SOLE 27,759 0 0
TRAVEL PLUS LEISURE CO COM 894164102 1,936,813 25,341 SH SOLE 25,341 0 0
KULICKE & SOFFA INDS INC COM 501242101 2,176,676 16,273 SH SOLE 16,273 0 0
ACI WORLDWIDE INC COM 004498101 1,284,658 25,545 SH SOLE 25,545 0 0
TE CONNECTIVITY PLC ORD SHS G87052109 7,749,082 38,436 SH SOLE 38,436 0 0
TRUSTMARK CORP COM 898402102 999,843 21,731 SH SOLE 21,731 0 0
PERDOCEO ED CORP COM 71363P106 962,016 30,063 SH SOLE 30,063 0 0
APPLIED OPTOELECTRONICS INC COM 03823U102 5,581,484 37,672 SH SOLE 37,672 0 0
SPDR SERIES TRUST ST PORT HIGH ETF 78468R606 335,144,886 14,297,990 SH SOLE 14,297,990 0 0
DIGI INTL INC COM 253798102 1,372,185 18,308 SH SOLE 18,308 0 0
NXP SEMICONDUCTORS N V COM N6596X109 6,950,715 24,733 SH SOLE 24,733 0 0
KLA CORP COM NEW 482480100 42,083,416 139,483 SH SOLE 139,483 0 0
AMERICAN TOWER CORP COM 03027X100 7,428,204 45,413 SH SOLE 45,413 0 0
PPG INDS INC COM 693506107 3,539,000 29,178 SH SOLE 29,178 0 0
3M CO COM 88579Y101 4,847,100 29,937 SH SOLE 29,937 0 0
CVS HEALTH CORP COM 126650100 17,072,354 165,030 SH SOLE 165,030 0 0
BOOKING HOLDINGS INC COM 09857L108 15,783,865 88,554 SH SOLE 88,554 0 0
KINDER MORGAN INC DEL COM 49456B101 2,508,974 78,479 SH SOLE 78,479 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103 3,799,274 14,536 SH SOLE 14,536 0 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 3,470,970 42,767 SH SOLE 42,767 0 0
BECTON DICKINSON & CO COM 075887109 6,820,292 45,069 SH SOLE 45,069 0 0
CROWN CASTLE INC COM 22822V101 3,791,725 50,069 SH SOLE 50,069 0 0
MATCH GROUP INC NEW COM 57667L107 7,146,057 187,807 SH SOLE 187,807 0 0
THE CIGNA GROUP COM 125523100 12,541,510 45,493 SH SOLE 45,493 0 0
TRAVELERS COMPANIES INC COM 89417E109 9,264,818 28,065 SH SOLE 28,065 0 0
ILLINOIS TOOL WKS INC COM 452308109 7,333,524 27,114 SH SOLE 27,114 0 0
WILLIAMS COS INC COM 969457100 1,432,309 19,267 SH SOLE 19,267 0 0
PROGRESSIVE CORP COM 743315103 19,804,895 90,661 SH SOLE 90,661 0 0
CONSOLIDATED EDISON INC COM 209115104 6,656,828 60,172 SH SOLE 60,172 0 0
CORNING INC COM 219350105 16,984,818 66,495 SH SOLE 66,495 0 0
D R HORTON INC COM 23331A109 4,591,424 28,189 SH SOLE 28,189 0 0
AMETEK INC COM 031100100 6,879,080 28,433 SH SOLE 28,433 0 0
HOME DEPOT INC COM 437076102 36,945,346 104,756 SH SOLE 104,756 0 0
MOODYS CORP COM 615369105 6,813,728 15,044 SH SOLE 15,044 0 0
SCHWAB CHARLES CORP COM 808513105 14,639,558 158,660 SH SOLE 158,660 0 0
COMCAST CORP NEW CL A 20030N101 12,557,595 511,511 SH SOLE 511,511 0 0
EXELON CORP COM 30161N101 7,464,002 160,103 SH SOLE 160,103 0 0
TRANSUNION COM 89400J107 899,442 12,468 SH SOLE 12,468 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 17,034,048 22,321 SH SOLE 22,321 0 0
DYNATRACE INC COM NEW 268150109 2,103,596 47,907 SH SOLE 47,907 0 0
GARTNER INC COM 366651107 2,164,395 16,698 SH SOLE 16,698 0 0
XYLEM INC COM 98419M100 5,126,058 43,364 SH SOLE 43,364 0 0
ALLEGION PLC ORD SHS G0176J109 1,597,512 11,371 SH SOLE 11,371 0 0
QUEST DIAGNOSTICS INC COM 74834L100 2,804,099 13,230 SH SOLE 13,230 0 0
EAST WEST BANCORP INC COM 27579R104 2,501,764 19,380 SH SOLE 19,380 0 0
EXPEDITORS INTL WASH INC COM 302130109 5,465,534 33,535 SH SOLE 33,535 0 0
FIDELITY NATL FINL INC COM SHS 31620R303 786,629 16,680 SH SOLE 16,680 0 0
UDR INC COM 902653104 992,012 24,850 SH SOLE 24,850 0 0
LEAR CORP COM NEW 521865204 2,334,655 17,415 SH SOLE 17,415 0 0
VALERO ENERGY CORP COM 91913Y100 8,829,176 33,901 SH SOLE 33,901 0 0
HARTFORD INSURANCE GROUP INC COM 416515104 3,619,651 27,314 SH SOLE 27,314 0 0
HOST HOTELS & RESORTS INC COM 44107P104 2,116,260 89,256 SH SOLE 89,256 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 599,237 17,877 SH SOLE 17,877 0 0
GAMING & LEISURE P COM 36467J108 3,384,235 75,999 SH SOLE 75,999 0 0
HANOVER INS GROUP INC COM 410867105 2,611,836 12,198 SH SOLE 12,198 0 0
LINDE PLC SHS G54950103 14,804,839 28,529 SH SOLE 28,529 0 0
MANHATTAN ASSOCIATES INC COM 562750109 2,102,675 15,100 SH SOLE 15,100 0 0
KENVUE INC COM 49177J102 1,157,970 60,595 SH SOLE 60,595 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 6,222,965 18,586 SH SOLE 18,586 0 0
TD SYNNEX CORPORATION COM 87162W100 3,756,929 14,053 SH SOLE 14,053 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105 298,003 16,187 SH SOLE 16,187 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 1,160,678 13,335 SH SOLE 13,335 0 0
MAXIMUS INC COM 577933104 1,323,195 24,613 SH SOLE 24,613 0 0
KITE REALTY GROUP TRUST COM NEW 49803T300 395,106 13,922 SH SOLE 13,922 0 0
MSC INDL DIRECT INC CL A 553530106 1,577,039 13,258 SH SOLE 13,258 0 0
NOVANTA INC COM 67000B104 1,625,969 10,022 SH SOLE 10,022 0 0
CIENA CORP COM NEW 171779309 9,485,468 19,336 SH SOLE 19,336 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 349,263 20,306 SH SOLE 20,306 0 0
NATIONAL FUEL GAS CO COM 636180101 3,310,996 42,883 SH SOLE 42,883 0 0
HAMILTON LANE INC CL A 407497106 2,441,759 30,975 SH SOLE 30,975 0 0
NATIONAL HEALTH INVS INC COM 63633D104 1,358,343 17,812 SH SOLE 17,812 0 0
ENCOMPASS HEALTH CORP COM 29261A100 1,798,719 17,795 SH SOLE 17,795 0 0
INVENTRUST PPTYS CORP COM NEW 46124J201 443,491 12,528 SH SOLE 12,528 0 0
AMER STATES WTR CO COM 029899101 836,133 10,119 SH SOLE 10,119 0 0
CALIFORNIA WTR SVC GROUP COM 130788102 1,111,847 22,854 SH SOLE 22,854 0 0
ARCHROCK INC COM 03957W106 843,593 20,722 SH SOLE 20,722 0 0
ENERPAC TOOL GROUP CORP CL A COM 292765104 446,170 12,442 SH SOLE 12,442 0 0
AMENTUM HOLDINGS INC COM 023939101 331,340 16,030 SH SOLE 16,030 0 0
WAYSTAR HLDG CORP COM 946784105 710,153 34,591 SH SOLE 34,591 0 0
ROCKET COS INC COM CL A 77311W101 255,481 16,221 SH SOLE 16,221 0 0
COEUR MNG INC COM NEW 192108504 743,735 45,572 SH SOLE 45,572 0 0
SYMBOTIC INC CLASS A COM 87151X101 1,091,925 24,292 SH SOLE 24,292 0 0
VIPER ENERGY INC CL A 64361Q101 2,282,774 53,839 SH SOLE 53,839 0 0
KODIAK GAS SVCS INC COM 50012A108 900,358 11,984 SH SOLE 11,984 0 0
PHOTRONICS INC COM 719405102 460,007 14,141 SH SOLE 14,141 0 0
CUSTOMERS BANCORP INC COM 23204G100 1,072,438 13,558 SH SOLE 13,558 0 0