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
ALCOA CORP COM 013872106 2,203,697 42,265 SH SOLE 42,265 0 0
APPLE INC COM 037833100 3,037,701 10,498 SH SOLE 10,498 0 0
ARCH CAP GROUP LTD ORD G0450A105 849,857 8,756 SH SOLE 8,756 0 0
AGREE RLTY CORP COM 008492100 931,148 12,294 SH SOLE 12,294 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 1,617,617 21,173 SH SOLE 21,173 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 2,495,251 11,142 SH SOLE 11,142 0 0
ADT INC DEL COM 00090Q103 1,672,580 257,320 SH SOLE 257,320 0 0
AMEREN CORP COM 023608102 743,803 6,580 SH SOLE 6,580 0 0
AEHR TEST SYS COM 00760J108 3,001,491 31,246 SH SOLE 31,246 0 0
ADVANCED ENERGY INDS COM 007973100 2,372,572 6,363 SH SOLE 6,363 0 0
AGNICO EAGLE MINES LTD COM 008474108 766,652 4,942 SH SOLE 4,942 0 0
AFFIRM HLDGS INC COM CL A 00827B106 1,138,764 13,964 SH SOLE 13,964 0 0
FIRST MAJESTIC SILVER CORP COM 32076V103 572,417 33,751 SH SOLE 33,751 0 0
ALAMOS GOLD INC NEW COM CL A 011532108 681,831 22,473 SH SOLE 22,473 0 0
AGNC INVT CORP COM 00123Q104 1,732,468 158,942 SH SOLE 158,942 0 0
C3 AI INC CL A 12468P104 247,530 27,231 SH SOLE 27,231 0 0
AMERICAN INTL GROUP INC COM 026874784 1,952,611 26,199 SH SOLE 26,199 0 0
ASSURANT INC COM 04621X108 774,172 2,883 SH SOLE 2,883 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 1,512,852 12,798 SH SOLE 12,798 0 0
ALLY FINL INC COM 02005N100 1,102,065 23,984 SH SOLE 23,984 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 2,834,197 9,415 SH SOLE 9,415 0 0
ADVANCED MICRO DEVICES INC COM 007903107 6,708,349 11,548 SH SOLE 11,548 0 0
AFFILIATED MANAGERS GROUP IN COM 008252108 847,692 2,505 SH SOLE 2,505 0 0
AMGEN INC COM 031162100 837,584 2,313 SH SOLE 2,313 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 1,492,545 44,527 SH SOLE 44,527 0 0
AMKOR TECHNOLOGY INC COM 031652100 688,547 7,985 SH SOLE 7,985 0 0
AMERICAN TOWER CORP NEW COM 03027X100 2,249,415 13,752 SH SOLE 13,752 0 0
AMAZON COM INC COM 023135106 8,983,988 37,694 SH SOLE 37,694 0 0
ARISTA NETWORKS INC COM SHS 040413205 5,336,101 31,411 SH SOLE 31,411 0 0
AMPHENOL CORP NEW CL A 032095101 2,797,846 15,868 SH SOLE 15,868 0 0
APPLOVIN CORP COM CL A 03831W108 1,039,734 2,018 SH SOLE 2,018 0 0
APTIV PLC COM SHS G3265R107 1,022,836 16,664 SH SOLE 16,664 0 0
ANTERO RESOURCES CORP COM 03674X106 686,952 19,549 SH SOLE 19,549 0 0
ARES CAPITAL CORP COM 04010L103 403,213 21,760 SH SOLE 21,760 0 0
ARGENX SE SPONSORED ADR 04016X101 1,807,296 1,948 SH SOLE 1,948 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205 2,438,378 6,877 SH SOLE 6,877 0 0
AMER SPORTS INC COM SHS G0260P102 1,660,021 49,055 SH SOLE 49,055 0 0
ACADEMY SPORTS & OUTDOORS IN COM 00402L107 766,428 16,262 SH SOLE 16,262 0 0
AST SPACEMOBILE INC COM CL A 00217D100 4,094,047 46,073 SH SOLE 46,073 0 0
ATI INC COM 01741R102 2,562 13 SH SOLE 13 0 0
ATMOS ENERGY CORP COM 049560105 4,157,220 24,132 SH SOLE 24,132 0 0
ANGLOGOLD ASHANTI PLC COM SHS G0378L100 395,957 4,895 SH SOLE 4,895 0 0
AVANTOR INC COM 05352A100 1,403,404 141,758 SH SOLE 141,758 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 567,505 4,313 SH SOLE 4,313 0 0
AXSOME THERAPEUTICS INC COM 05464T104 1,529,323 6,248 SH SOLE 6,248 0 0
AXT INC COM 00246W103 193,030 2,678 SH SOLE 2,678 0 0
AUTOZONE INC COM 053332102 4,800,302 1,502 SH SOLE 1,502 0 0
BARRICK MNG CORP COM SHS 06849F108 3,258,392 88,712 SH SOLE 88,712 0 0
BOEING CO COM 097023105 1,327,394 6,132 SH SOLE 6,132 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1,577,623 16,437 SH SOLE 16,437 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 2,037,238 33,579 SH SOLE 33,579 0 0
BIGBEAR AI HLDGS INC COM 08975B109 858,226 233,849 SH SOLE 233,849 0 0
BRIDGEBIO PHARMA INC COM 10806X102 647,678 8,696 SH SOLE 8,696 0 0
BATH & BODY WORKS INC COM 070830104 1,300,022 56,205 SH SOLE 56,205 0 0
BARCLAYS PLC ADR 06738E204 216,895 8,075 SH SOLE 8,075 0 0
BLOOM ENERGY CORP COM CL A 093712107 92,929 307 SH SOLE 307 0 0
KE HLDGS INC SPONSORED ADS 482497104 2,734,561 188,201 SH SOLE 188,201 0 0
BROWN FORMAN CORP CL B 115637209 1,188,670 44,603 SH SOLE 44,603 0 0
BILIBILI INC SPONS ADS REP Z 090040106 321,833 18,898 SH SOLE 18,898 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 1,916,298 33,490 SH SOLE 33,490 0 0
BIONTECH SE SPONSORED ADS 09075V102 1,887,333 20,283 SH SOLE 20,283 0 0
BANK NEW YORK MELLON CORP COM 064058100 2,871,955 19,860 SH SOLE 19,860 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,644,222 12,006 SH SOLE 12,006 0 0
BERKSHIRE HATHAWAY INC DEL CL B 084670702 2,164,187 4,325 SH SOLE 4,325 0 0
BOSTON SCIENTIFIC CORP COM 101137107 1,958,671 45,892 SH SOLE 45,892 0 0
BITDEER TECHNOLOGIES GROUP CL A ORD SHS G11448100 236,749 14,918 SH SOLE 14,918 0 0
B2GOLD CORP COM 11777Q209 765,088 204,569 SH SOLE 204,569 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 1,612,321 19,567 SH SOLE 19,567 0 0
BURLINGTON STORES INC COM 122017106 2,727,331 8,609 SH SOLE 8,609 0 0
BLACKSTONE INC COM 09260D107 1,693,154 14,389 SH SOLE 14,389 0 0
BXP INC COM 101121101 336,590 5,076 SH SOLE 5,076 0 0
CREDIT ACCEP CORP MICH COM 225310101 1,748,488 2,746 SH SOLE 2,746 0 0
CONAGRA BRANDS INC COM 205887102 3,041,072 225,934 SH SOLE 225,934 0 0
AVIS BUDGET GROUP COM 053774105 4,619,983 31,252 SH SOLE 31,252 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 5,468,389 74,552 SH SOLE 74,552 0 0
CASEYS GEN STORES INC COM 147528103 9,993,689 12,574 SH SOLE 12,574 0 0
CAVA GROUP INC COM 148929102 1,786,126 22,759 SH SOLE 22,759 0 0
CBRE GROUP INC CL A 12504L109 9,367,016 69,545 SH SOLE 69,545 0 0
CROWN CASTLE INC COM 22822V101 2,951,350 38,972 SH SOLE 38,972 0 0
CDW CORP COM 12514G108 5,107,060 36,313 SH SOLE 36,313 0 0
CELANESE CORP DEL COM 150870103 665,022 14,457 SH SOLE 14,457 0 0
CF INDS HLDGS INC COM 125269100 2,822,555 26,072 SH SOLE 26,072 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 633,493 4,820 SH SOLE 4,820 0 0
C H ROBINSON WORLDWIDE INC COM 12541W209 1,370,927 7,279 SH SOLE 7,279 0 0
CIENA CORP COM 171779309 79,471 162 SH SOLE 162 0 0
CINCINNATI FINL CORP COM 172062101 1,937,860 10,467 SH SOLE 10,467 0 0
CLEAN HARBORS INC COM 184496107 681,449 2,281 SH SOLE 2,281 0 0
CLOROX CO DEL COM 189054109 1,674,590 17,546 SH SOLE 17,546 0 0
CUMMINS INC COM 231021106 6,081,542 8,527 SH SOLE 8,527 0 0
CMS ENERGY CORP COM 125896100 432,072 5,648 SH SOLE 5,648 0 0
CENTENE CORP DEL COM 15135B101 2,434,791 37,931 SH SOLE 37,931 0 0
CANADIAN NATL RY CO COM 136375102 617,425 5,178 SH SOLE 5,178 0 0
CANADIAN NAT RES LTD COM 136385101 3,992,068 101,065 SH SOLE 101,065 0 0
CAPITAL ONE FINL CORP COM 14040H105 4,846,578 24,158 SH SOLE 24,158 0 0
COMPASS INC CL A 20464U100 982,615 79,693 SH SOLE 79,693 0 0
CENCORA INC COM 03073E105 2,008,875 7,099 SH SOLE 7,099 0 0
CORE SCIENTIFIC INC NEW COM 21874A106 1,115,622 43,596 SH SOLE 43,596 0 0
COSTCO WHSL CORP NEW COM 22160K105 9,210,638 9,846 SH SOLE 9,846 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108 113,945 1,315 SH SOLE 1,315 0 0
THE CAMPBELLS COMPANY COM 134429109 3,381,477 151,840 SH SOLE 151,840 0 0
COUPANG INC CL A 22266T109 3,066,378 176,533 SH SOLE 176,533 0 0
COPART INC COM 217204106 1,382,776 49,052 SH SOLE 49,052 0 0
CAMDEN PPTY TR SH BEN INT 133131102 739,720 6,461 SH SOLE 6,461 0 0
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105 2,691,217 9,896 SH SOLE 9,896 0 0
CHARLES RIV LABS INTL INC COM 159864107 505,742 2,230 SH SOLE 2,230 0 0
SALESFORCE INC COM 79466L302 2,298,359 14,671 SH SOLE 14,671 0 0
CROCS INC COM 227046109 962,345 7,977 SH SOLE 7,977 0 0
CARPENTER TECHNOLOGY CORP COM 144285103 4,671,329 7,573 SH SOLE 7,573 0 0
COSTAR GROUP INC COM 22160N109 3,173,454 112,057 SH SOLE 112,057 0 0
CSX CORP COM 126408103 316,075 6,650 SH SOLE 6,650 0 0
CINTAS CORP COM 172908105 5,163,459 30,359 SH SOLE 30,359 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 6,670,119 172,221 SH SOLE 172,221 0 0
CARVANA CO CL A 146869102 3,105,322 47,179 SH SOLE 47,179 0 0
CVS HEALTH CORP COM 126650100 1,153,261 11,148 SH SOLE 11,148 0 0
CURTISS WRIGHT CORP COM 231561101 657,736 868 SH SOLE 868 0 0
CEMEX SAB DE CV SPON ADR 151290889 113,124 9,427 SH SOLE 9,427 0 0
CYTOKINETICS INC COM 23282W605 564,895 6,631 SH SOLE 6,631 0 0
DARLING INGREDIENTS INC COM 237266101 967,102 17,706 SH SOLE 17,706 0 0
DAVE INC CLASS A COM 23834J201 4,624,960 12,413 SH SOLE 12,413 0 0
DATADOG INC CL A COM 23804L103 1,682,446 6,462 SH SOLE 6,462 0 0
DECKERS OUTDOOR CORP COM 243537107 4,640,318 46,735 SH SOLE 46,735 0 0
DIAGEO PLC SPON ADR 25243Q205 2,343,318 29,153 SH SOLE 29,153 0 0
D R HORTON INC COM 23331A109 2,123,467 13,037 SH SOLE 13,037 0 0
DANAHER CORPORATION COM 235851102 3,779,123 19,840 SH SOLE 19,840 0 0
DRAFTKINGS INC NEW COM CL A 26142V105 1,859,085 73,598 SH SOLE 73,598 0 0
DICKS SPORTING GOODS INC COM 253393102 600,139 2,646 SH SOLE 2,646 0 0
DENISON MINES CORP COM 248356107 206,608 67,519 SH SOLE 67,519 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103 3,253,549 152,035 SH SOLE 152,035 0 0
DIGITALOCEAN HLDGS INC COM 25402D102 114,004 726 SH SOLE 726 0 0
DOXIMITY INC CL A 26622P107 668,409 32,228 SH SOLE 32,228 0 0
DOVER CORP COM 260003108 168,434 751 SH SOLE 751 0 0
DOW INC COM 260557103 5,066,935 185,195 SH SOLE 185,195 0 0
DARDEN RESTAURANTS INC COM 237194105 6,370,035 30,921 SH SOLE 30,921 0 0
DYNATRACE INC COM 268150109 1,383,736 31,513 SH SOLE 31,513 0 0
DTE ENERGY CO COM 233331107 1,004,575 6,593 SH SOLE 6,593 0 0
DUKE ENERGY CORP NEW COM 26441C204 239,616 1,893 SH SOLE 1,893 0 0
DUOLINGO INC CL A COM 26603R106 2,465,569 21,436 SH SOLE 21,436 0 0
DYCOM INDS INC COM 267475101 2,339,365 4,627 SH SOLE 4,627 0 0
EBAY INC. COM 278642103 6,371,315 57,014 SH SOLE 57,014 0 0
ECOLAB INC COM 278865100 2,056,420 7,381 SH SOLE 7,381 0 0
CONSOLIDATED EDISON INC COM 209115104 1,722,067 15,566 SH SOLE 15,566 0 0
EVEREST GROUP LTD COM G3223R108 721,605 2,020 SH SOLE 2,020 0 0
EDISON INTL COM 281020107 2,518,569 33,829 SH SOLE 33,829 0 0
LAUDER ESTEE COS INC CL A 518439104 1,854,772 23,493 SH SOLE 23,493 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 541,122 8,396 SH SOLE 8,396 0 0
ELEVANCE HEALTH INC FORMERLY COM 036752103 3,105,829 8,031 SH SOLE 8,031 0 0
EMBRAER S.A. SPONSORED ADS 29082A107 363,277 5,694 SH SOLE 5,694 0 0
ENBRIDGE INC COM 29250N105 1,080,785 19,937 SH SOLE 19,937 0 0
ENPHASE ENERGY INC COM 29355A107 2,450,330 49,763 SH SOLE 49,763 0 0
EOS ENERGY ENTERPRISES INC COM CL A 29415C101 207,793 35,339 SH SOLE 35,339 0 0
EQUINIX INC COM 29444U700 1,570,882 1,507 SH SOLE 1,507 0 0
EQUINOR ASA SPONSORED ADR 29446M102 171,852 5,473 SH SOLE 5,473 0 0
TELEFONAKTIEBOLAGET LM ERICS ADR B SEK 10 294821608 831,344 74,560 SH SOLE 74,560 0 0
EVERSOURCE ENERGY COM 30040W108 104,069 1,440 SH SOLE 1,440 0 0
ESSEX PPTY TR INC COM 297178105 349,908 1,200 SH SOLE 1,200 0 0
ELASTIC N V ORD SHS N14506104 2,297,336 40,290 SH SOLE 40,290 0 0
ETSY INC COM 29786A106 3,818,854 50,695 SH SOLE 50,695 0 0
EVERCORE INC CLASS A 29977A105 1,017,491 2,980 SH SOLE 2,980 0 0
EVERGY INC COM 30034W106 903,626 10,455 SH SOLE 10,455 0 0
EAST WEST BANCORP INC COM 27579R104 213,386 1,653 SH SOLE 1,653 0 0
EXPAND ENERGY CORPORATION COM 165167735 215,847 2,367 SH SOLE 2,367 0 0
EXELIXIS INC COM 30161Q104 1,143,589 21,018 SH SOLE 21,018 0 0
ENDEAVOUR SILVER CORP COM 29258Y103 1,960,282 236,749 SH SOLE 236,749 0 0
EAGLE MATLS INC COM 26969P108 239,625 1,065 SH SOLE 1,065 0 0
EXPEDITORS INTL WASH INC COM 302130109 297,439 1,825 SH SOLE 1,825 0 0
EXTRA SPACE STORAGE INC COM 30225T102 206,762 1,423 SH SOLE 1,423 0 0
FORD MTR CO COM 345370860 11,117,998 799,856 SH SOLE 799,856 0 0
DIAMONDBACK ENERGY INC COM 25278X109 954,134 5,428 SH SOLE 5,428 0 0
FASTENAL CO COM 311900104 824,099 17,158 SH SOLE 17,158 0 0
FREEPORT-MCMORAN INC CL B 35671D857 56,161 893 SH SOLE 893 0 0
FEDEX CORP COM 31428X106 7,492,262 23,927 SH SOLE 23,927 0 0
FIRSTENERGY CORP COM 337932107 1,425,582 29,987 SH SOLE 29,987 0 0
FIRST HORIZON CORPORATION COM 320517105 262,169 10,225 SH SOLE 10,225 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 1,735,409 44,635 SH SOLE 44,635 0 0
FIVE BELOW INC COM 33829M101 1,065,256 5,925 SH SOLE 5,925 0 0
COMFORT SYS USA INC COM 199908104 2,055,282 1,037 SH SOLE 1,037 0 0
FLUTTER ENTMT PLC SHS G3643J108 810,106 7,929 SH SOLE 7,929 0 0
FABRINET SHS G3323L100 1,518,740 2,702 SH SOLE 2,702 0 0
F N B CORP COM 302520101 489,154 25,637 SH SOLE 25,637 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 1,465,183 24,683 SH SOLE 24,683 0 0
FIDELITY NATIONAL FINANCIAL COM SHS 31620R303 951,689 20,180 SH SOLE 20,180 0 0
FORMFACTOR INC COM 346375108 269,002 1,682 SH SOLE 1,682 0 0
SHIFT4 PMTS INC CL A 82452J109 247,334 5,085 SH SOLE 5,085 0 0
JFROG LTD ORD SHS M6191J100 1,004,315 11,051 SH SOLE 11,051 0 0
FRESHPET INC COM 358039105 1,775,610 30,034 SH SOLE 30,034 0 0
FIRST SOLAR INC COM 336433107 367,154 1,556 SH SOLE 1,556 0 0
FORTUNA MNG CORP COM 349942102 814,825 96,429 SH SOLE 96,429 0 0
FORTINET INC COM 34959E109 3,617,597 23,549 SH SOLE 23,549 0 0
FORTIVE CORP COM 34959J108 1,880,289 30,779 SH SOLE 30,779 0 0
SIX FLAGS ENTERTAINMENT CORP COM 83001C108 1,402,158 65,829 SH SOLE 65,829 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755 623,643 6,555 SH SOLE 6,555 0 0
GODADDY INC CL A 380237107 1,198,166 14,116 SH SOLE 14,116 0 0
GE AEROSPACE COM 369604301 1,670,573 4,470 SH SOLE 4,470 0 0
GEN DIGITAL INC COM 668771108 245,839 9,877 SH SOLE 9,877 0 0
GOLD FIELDS LTD SPONSORED ADR 38059T106 1,440,709 42,891 SH SOLE 42,891 0 0
GRUPO FINANCIERO GALICIA S.A SPONSORED ADR 399909100 64,439 1,288 SH SOLE 1,288 0 0
GILEAD SCIENCES INC COM 375558103 209,851 1,661 SH SOLE 1,661 0 0
GENERAL MLS INC COM 370334104 7,192,708 206,687 SH SOLE 206,687 0 0
GLOBE LIFE INC COM 37959E102 366,473 2,051 SH SOLE 2,051 0 0
GLOBANT S A COM L44385109 339,842 11,743 SH SOLE 11,743 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 525,231 11,795 SH SOLE 11,795 0 0
CORNING INC COM 219350105 1,044,198 4,088 SH SOLE 4,088 0 0
GALAXY DIGITAL INC. CL A 36317J209 1,223,547 44,753 SH SOLE 44,753 0 0
GENERAL MTRS CO COM 37045V100 687,477 8,919 SH SOLE 8,919 0 0
GLOBUS MED INC CL A 379577208 1,243,064 15,733 SH SOLE 15,733 0 0
GENERAC HLDGS INC COM 368736104 6,447,676 22,020 SH SOLE 22,020 0 0
ALPHABET INC CAP STK CL A 02079K305 3,730,943 10,440 SH SOLE 10,440 0 0
GARMIN LTD SHS H2906T109 759,890 3,199 SH SOLE 3,199 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 4,633,086 4,581 SH SOLE 4,581 0 0
WW GRAINGER INC COM 384802104 3,644,512 2,679 SH SOLE 2,679 0 0
HALLIBURTON CO COM 406216101 1,733,657 51,065 SH SOLE 51,065 0 0
HALOZYME THERAPEUTICS INC COM 40637H109 1,242,615 15,876 SH SOLE 15,876 0 0
HASBRO INC COM 418056107 3,556,243 43,059 SH SOLE 43,059 0 0
HUNTINGTON BANCSHARES INC COM 446150104 1,251,791 70,603 SH SOLE 70,603 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 55,457 2,147 SH SOLE 2,147 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 580,212 2,073 SH SOLE 2,073 0 0
HALEON PLC SPON ADS 405552100 1,160,736 124,409 SH SOLE 124,409 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 5,965,464 18,052 SH SOLE 18,052 0 0
ROBINHOOD MKTS INC COM CL A 770700102 6,301,695 62,841 SH SOLE 62,841 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 827,182 18,337 SH SOLE 18,337 0 0
HP INC COM 40434L105 267,229 12,180 SH SOLE 12,180 0 0
BLOCK H & R INC COM 093671105 1,121,189 29,443 SH SOLE 29,443 0 0
HSBC HLDGS PLC SPON ADR 404280406 14,168 149 SH SOLE 149 0 0
HUBSPOT INC COM 443573100 1,609,921 8,821 SH SOLE 8,821 0 0
HOWMET AEROSPACE INC COM 443201108 1,117,920 4,158 SH SOLE 4,158 0 0
IAMGOLD CORP COM 450913108 1,967,867 124,234 SH SOLE 124,234 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 3,885,466 44,640 SH SOLE 44,640 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 5,889,100 20,942 SH SOLE 20,942 0 0
ICICI BANK LIMITED ADR 45104G104 2,973,949 102,444 SH SOLE 102,444 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 3,978,792 32,319 SH SOLE 32,319 0 0
IDEX CORP COM 45167R104 1,317,445 5,805 SH SOLE 5,805 0 0
ILLUMINA INC COM 452327109 1,407,343 8,004 SH SOLE 8,004 0 0
INCYTE CORP COM 45337C102 1,430,150 12,616 SH SOLE 12,616 0 0
INSMED INC COM PAR $.01 457669307 2,038,681 19,121 SH SOLE 19,121 0 0
INTEL CORP COM 458140100 1,877,884 13,449 SH SOLE 13,449 0 0
INVITATION HOMES INC COM 46187W107 2,409,519 79,759 SH SOLE 79,759 0 0
IQVIA HLDGS INC COM 46266C105 6,497,602 33,628 SH SOLE 33,628 0 0
IRON MTN INC DEL COM 46284V101 581,658 4,605 SH SOLE 4,605 0 0
INTUITIVE SURGICAL INC COM 46120E602 1,666,279 4,190 SH SOLE 4,190 0 0
GARTNER INC COM 366651107 390,027 3,009 SH SOLE 3,009 0 0
ITT INC COM 45073V108 88,201 446 SH SOLE 446 0 0
INVESCO LTD SHS G491BT108 2,075,415 78,644 SH SOLE 78,644 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 903,878 3,751 SH SOLE 3,751 0 0
HUNT J B TRANS SVCS INC COM 445658107 1,577,972 5,452 SH SOLE 5,452 0 0
JEFFERIES FINL GROUP INC COM 47233W109 1,558,876 31,190 SH SOLE 31,190 0 0
JONES LANG LASALLE INC COM 48020Q107 2,079,455 6,709 SH SOLE 6,709 0 0
JOBY AVIATION INC COMMON STOCK G65163100 1,871,791 209,842 SH SOLE 209,842 0 0
JPMORGAN CHASE & CO. COM 46625H100 356,135 1,088 SH SOLE 1,088 0 0
KB HOME COM 48666K109 381,799 6,100 SH SOLE 6,100 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 1,273,205 3,637 SH SOLE 3,637 0 0
KKR & CO INC COM 48251W104 3,454,140 37,635 SH SOLE 37,635 0 0
KLA CORP COM 482480100 14,364,111 47,609 SH SOLE 47,609 0 0
KINDER MORGAN INC DEL COM 49456B101 1,903,430 59,538 SH SOLE 59,538 0 0
CARMAX INC COM 143130102 3,056,249 57,785 SH SOLE 57,785 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 5,182,794 66,557 SH SOLE 66,557 0 0
COCA COLA CO COM 191216100 1,437,666 17,690 SH SOLE 17,690 0 0
KRATOS DEFENSE & SEC SOLUTIO COM 50077B207 2,124,983 42,619 SH SOLE 42,619 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 3,356,605 11,551 SH SOLE 11,551 0 0
LI AUTO INC SPONSORED ADS 50202M102 112,962 9,622 SH SOLE 9,622 0 0
LENNOX INTL INC COM 526107107 1,185,434 2,069 SH SOLE 2,069 0 0
LUMENTUM HLDGS INC COM 55024U109 1,166,962 1,360 SH SOLE 1,360 0 0
ELI LILLY & CO COM 532457108 9,878,505 8,236 SH SOLE 8,236 0 0
LEMONADE INC COM 52567D107 2,911,053 44,751 SH SOLE 44,751 0 0
LOCKHEED MARTIN CORP COM 539830109 5,985,136 11,748 SH SOLE 11,748 0 0
ALLIANT ENERGY CORP COM 018802108 158,302 2,075 SH SOLE 2,075 0 0
LAM RESEARCH CORP COM 512807306 4,062,469 9,375 SH SOLE 9,375 0 0
STRIDE INC COM 86333M108 261,135 3,028 SH SOLE 3,028 0 0
LUMEN TECHNOLOGIES INC COM 550241103 2,404,216 313,049 SH SOLE 313,049 0 0
SOUTHWEST AIRLS CO COM 844741108 1,453,129 28,260 SH SOLE 28,260 0 0
LAS VEGAS SANDS CORP COM 517834107 1,835,083 39,729 SH SOLE 39,729 0 0
LAMB WESTON HLDGS INC COM 513272104 787,690 18,242 SH SOLE 18,242 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 4,354,997 82,716 SH SOLE 82,716 0 0
MASTERCARD INCORPORATED CL A 57636Q104 3,347,131 6,517 SH SOLE 6,517 0 0
MID-AMER APT CMNTYS INC COM 59522J103 718,737 5,173 SH SOLE 5,173 0 0
MARRIOTT INTL INC NEW CL A 571903202 3,380,522 9,122 SH SOLE 9,122 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104 1,063,309 109,846 SH SOLE 109,846 0 0
MCDONALDS CORP COM 580135101 221,384 819 SH SOLE 819 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 1,639,502 17,977 SH SOLE 17,977 0 0
MCKESSON CORP COM 58155Q103 2,260,000 2,991 SH SOLE 2,991 0 0
MEDTRONIC PLC SHS G5960L103 7,002,680 89,514 SH SOLE 89,514 0 0
MERCADOLIBRE INC COM 58733R102 4,912,247 2,894 SH SOLE 2,894 0 0
META PLATFORMS INC CL A 30303M102 3,640,543 6,463 SH SOLE 6,463 0 0
MOHAWK INDS INC COM 608190104 43,800 361 SH SOLE 361 0 0
MARKEL GROUP INC COM 570535104 484,346 248 SH SOLE 248 0 0
3M CO COM 88579Y101 5,135,299 31,717 SH SOLE 31,717 0 0
MONDAY COM LTD SHS M7S64H106 1,358,036 18,760 SH SOLE 18,760 0 0
ALTRIA GROUP INC COM 02209S103 887,719 12,338 SH SOLE 12,338 0 0
MODINE MFG CO COM 607828100 1,986,629 7,440 SH SOLE 7,440 0 0
MARATHON PETE CORP COM 56585A102 1,785,599 6,984 SH SOLE 6,984 0 0
MORGAN STANLEY COM 617446448 502,950 2,406 SH SOLE 2,406 0 0
MSCI INC COM 55354G100 1,797,168 3,209 SH SOLE 3,209 0 0
MICROSOFT CORP COM 594918104 14,103,513 37,809 SH SOLE 37,809 0 0
MOTOROLA SOLUTIONS INC COM 620076307 4,171,173 10,044 SH SOLE 10,044 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203 939,492 15,601 SH SOLE 15,601 0 0
MASTEC INC COM 576323109 312,877 752 SH SOLE 752 0 0
MURPHY USA INC COM 626755102 3,187,416 5,915 SH SOLE 5,915 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 1,248,844 7,410 SH SOLE 7,410 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 1,341,456 63,546 SH SOLE 63,546 0 0
NASDAQ INC COM 631103108 4,519,696 57,342 SH SOLE 57,342 0 0
NETFLIX INC COM 64110L106 2,392,186 33,504 SH SOLE 33,504 0 0
NISOURCE INC COM 65473P105 2,175,127 45,744 SH SOLE 45,744 0 0
NIO INC SPON ADS 62914V106 351,068 69,381 SH SOLE 69,381 0 0
NIKE INC CL B 654106103 6,988,968 170,255 SH SOLE 170,255 0 0
ANNALY CAPITAL MANAGEMENT IN COM 035710839 839,707 37,554 SH SOLE 37,554 0 0
NANO NUCLEAR ENERGY INC COM 63010H108 165,991 7,852 SH SOLE 7,852 0 0
NORTHROP GRUMMAN CORP COM 666807102 6,070,975 11,920 SH SOLE 11,920 0 0
NOKIA CORP SPONSORED ADR 654902204 3,699,675 278,590 SH SOLE 278,590 0 0
SERVICENOW INC COM 81762P102 3,483,735 35,090 SH SOLE 35,090 0 0
NETEASE INC SPONSORED ADS 64110W102 485,394 3,788 SH SOLE 3,788 0 0
INTELLIA THERAPEUTICS INC COM 45826J105 1,522,580 89,987 SH SOLE 89,987 0 0
NATERA INC COM 632307104 1,311,646 4,832 SH SOLE 4,832 0 0
NU HLDGS LTD ORD SHS CL A G6683N103 4,371,192 327,185 SH SOLE 327,185 0 0
NUCOR CORP COM 670346105 3,889,883 17,463 SH SOLE 17,463 0 0
NOVO-NORDISK A S ADR 670100205 89,648 1,870 SH SOLE 1,870 0 0
NXP SEMICONDUCTORS N V COM N6596X109 3,078,122 10,953 SH SOLE 10,953 0 0
REALTY INCOME CORP COM 756109104 1,680,107 27,116 SH SOLE 27,116 0 0
OWENS CORNING NEW COM 690742101 371,648 2,338 SH SOLE 2,338 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 3,636,064 16,787 SH SOLE 16,787 0 0
OMEGA HEALTHCARE INVS INC COM 681936100 57,693 1,210 SH SOLE 1,210 0 0
ONEOK INC NEW COM 682680103 3,873,438 44,553 SH SOLE 44,553 0 0
OKLO INC COM CL A 02156V109 5,952,119 113,742 SH SOLE 113,742 0 0
BEONE MEDICINES LTD SPONSORED ADS 07725L102 707,011 2,481 SH SOLE 2,481 0 0
ON HLDG AG NAMEN AKT A H5919C104 1,957,911 55,277 SH SOLE 55,277 0 0
OPENDOOR TECHNOLOGIES INC COM 683712103 493,790 106,881 SH SOLE 106,881 0 0
ORACLE CORP COM 68389X105 9,809,471 66,936 SH SOLE 66,936 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 7,559,852 82,092 SH SOLE 82,092 0 0
OSCAR HEALTH INC CL A 687793109 3,777,560 132,453 SH SOLE 132,453 0 0
OUSTER INC COM 68989M202 31,698 507 SH SOLE 507 0 0
PALO ALTO NETWORKS INC COM 697435105 2,773,175 8,132 SH SOLE 8,132 0 0
PAYCOM SOFTWARE INC COM 70432V102 202,093 1,608 SH SOLE 1,608 0 0
PAYCHEX INC COM 704326107 4,948,064 50,321 SH SOLE 50,321 0 0
PG&E CORP COM 69331C108 605,604 36,005 SH SOLE 36,005 0 0
PROCORE TECHNOLOGIES INC COM 74275K108 1,050,677 25,866 SH SOLE 25,866 0 0
PAYLOCITY HLDG CORP COM 70438V106 1,142,931 10,934 SH SOLE 10,934 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102 1,840,179 24,124 SH SOLE 24,124 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106 645,465 7,953 SH SOLE 7,953 0 0
PENGUIN SOLUTIONS INC COM 706915105 919,113 12,092 SH SOLE 12,092 0 0
PEPSICO INC COM 713448108 5,379,577 39,731 SH SOLE 39,731 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 460,351 4,118 SH SOLE 4,118 0 0
PROCTER AND GAMBLE CO COM 742718109 3,064,483 20,898 SH SOLE 20,898 0 0
PAGAYA TECHNOLOGIES LTD CL A M7S64L123 2,061,356 112,951 SH SOLE 112,951 0 0
PARKER-HANNIFIN CORP COM 701094104 4,916,031 5,026 SH SOLE 5,026 0 0
IMPINJ INC COM 453204109 152,110 1,062 SH SOLE 1,062 0 0
PINTEREST INC CL A 72352L106 3,437,143 163,440 SH SOLE 163,440 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 973,728 8,346 SH SOLE 8,346 0 0
PINNACLE WEST CAP CORP COM 723484101 467,269 4,367 SH SOLE 4,367 0 0
INSULET CORP COM 45784P101 4,493,659 29,515 SH SOLE 29,515 0 0
PONY AI INC SPONSORED ADS 732908108 859,805 123,713 SH SOLE 123,713 0 0
PPL CORP COM 69351T106 2,403,389 66,118 SH SOLE 66,118 0 0
PRIMO BRANDS CORPORATION CLASS A COM SHS 741623102 1,056,028 43,209 SH SOLE 43,209 0 0
PRUDENTIAL FINL INC COM 744320102 40,150 372 SH SOLE 372 0 0
PUBLIC STORAGE OPER CO COM 74460D109 1,212,761 3,810 SH SOLE 3,810 0 0
PTC INC COM 69370C100 261,417 2,301 SH SOLE 2,301 0 0
PATTERSON-UTI ENERGY INC COM 703481101 1,034,283 112,667 SH SOLE 112,667 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 265,306 44,891 SH SOLE 44,891 0 0
QUANTUMSCAPE CORP COM CL A 74767V109 1,747,449 231,144 SH SOLE 231,144 0 0
QUANTUM COMPUTING INC COM 74766W108 327,103 33,722 SH SOLE 33,722 0 0
UNIQURE NV SHS N90064101 2,340,401 50,812 SH SOLE 50,812 0 0
ROBLOX CORP CL A 771049103 1,754,625 32,266 SH SOLE 32,266 0 0
REGENCY CTRS CORP COM 758849103 610,649 7,658 SH SOLE 7,658 0 0
REXFORD INDL RLTY INC COM 76169C100 913,177 27,259 SH SOLE 27,259 0 0
REINSURANCE GRP OF AMERICA I COM 759351604 1,403,490 6,600 SH SOLE 6,600 0 0
REPLIGEN CORP COM 759916109 1,460,317 10,703 SH SOLE 10,703 0 0
RIGETTI COMPUTING INC COMMON STOCK 76655K103 173,629 8,987 SH SOLE 8,987 0 0
RH COM 74967X103 2,843,240 17,260 SH SOLE 17,260 0 0
RIOT PLATFORMS INC COM 767292105 900,227 32,879 SH SOLE 32,879 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103 112,879 6,506 SH SOLE 6,506 0 0
RALPH LAUREN CORP CL A 751212101 4,258,960 10,610 SH SOLE 10,610 0 0
RESMED INC COM 761152107 2,306,405 11,835 SH SOLE 11,835 0 0
RENAISSANCERE HLDGS LTD COM G7496G103 1,005,207 3,172 SH SOLE 3,172 0 0
ROIVANT SCIENCES LTD SHS G76279101 2,513,362 71,019 SH SOLE 71,019 0 0
ROLLINS INC COM 775711104 1,443,453 34,582 SH SOLE 34,582 0 0
ROSS STORES INC COM 778296103 4,327,241 20,330 SH SOLE 20,330 0 0
RPM INTL INC COM 749685103 2,990,824 26,908 SH SOLE 26,908 0 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104 1,250,361 22,300 SH SOLE 22,300 0 0
RELIANCE INC COM 759509102 1,134,250 3,036 SH SOLE 3,036 0 0
REPUBLIC SVCS INC COM 760759100 1,620,900 7,607 SH SOLE 7,607 0 0
RTX CORPORATION COM 75513E101 359,538 1,895 SH SOLE 1,895 0 0
SUNRUN INC COM 86771W105 1,500,125 112,117 SH SOLE 112,117 0 0
REVOLUTION MEDICINES INC COM 76155X100 808,488 4,317 SH SOLE 4,317 0 0
SAIA INC COM 78709Y105 4,855,132 11,528 SH SOLE 11,528 0 0
SAP SE SPON ADR 803054204 3,794,188 24,620 SH SOLE 24,620 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 4,811,005 27,264 SH SOLE 27,264 0 0
SIBANYE STILLWATER LTD SPONSORED ADR 82575P107 301,234 35,481 SH SOLE 35,481 0 0
SOUTHERN COPPER CORP COM 84265V105 890,120 5,108 SH SOLE 5,108 0 0
SERVICE CORP INTL COM 817565104 1,129,905 14,875 SH SOLE 14,875 0 0
SEA LTD SPONSORD ADS 81141R100 2,404,375 25,090 SH SOLE 25,090 0 0
SEZZLE INC COM 78435P105 637,091 3,712 SH SOLE 3,712 0 0
SPROUTS FMRS MKT INC COM 85208M102 1,203,658 14,231 SH SOLE 14,231 0 0
SHELL PLC SPON ADS 780259305 1,238,546 15,973 SH SOLE 15,973 0 0
SHOPIFY INC CL A SUB VTG SHS 82509L107 1,998,150 17,500 SH SOLE 17,500 0 0
SHERWIN WILLIAMS CO COM 824348106 6,290,726 18,270 SH SOLE 18,270 0 0
SIRIUSXM HOLDINGS INC COMMON STOCK 829933100 124,304 4,208 SH SOLE 4,208 0 0
SITIME CORP COM 82982T106 1,097,464 1,472 SH SOLE 1,472 0 0
SMUCKER J M CO COM 832696405 3,477,038 30,907 SH SOLE 30,907 0 0
SUMMIT THERAPEUTICS INC COM 86627T108 89,168 6,120 SH SOLE 6,120 0 0
SANDISK CORP COM 80004C200 2,808,057 1,235 SH SOLE 1,235 0 0
TD SYNNEX CORPORATION COM 87162W100 451,805 1,690 SH SOLE 1,690 0 0
SOUTHERN CO COM 842587107 873,067 9,122 SH SOLE 9,122 0 0
SOLVENTUM CORP COM SHS 83444M101 812,390 10,530 SH SOLE 10,530 0 0
SONY GROUP CORP SPONSORED ADR 835699307 1,078,145 53,746 SH SOLE 53,746 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 3,257,986 7,096 SH SOLE 7,096 0 0
SEMPRA COM 816851109 590,377 6,368 SH SOLE 6,368 0 0
SOUTHSTATE BK CORP COM 84472E102 470,329 4,708 SH SOLE 4,708 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 283,693 4,572 SH SOLE 4,572 0 0
STERIS PLC SHS USD G8473T100 6,625,796 31,466 SH SOLE 31,466 0 0
STELLANTIS N.V SHS N82405106 692,439 120,634 SH SOLE 120,634 0 0
STEEL DYNAMICS INC COM 858119100 2,616,762 11,404 SH SOLE 11,404 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102 2,670,652 35,661 SH SOLE 35,661 0 0
STERLING INFRASTRUCTURE INC COM 859241101 2,743,028 3,268 SH SOLE 3,268 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 3,789,555 3,927 SH SOLE 3,927 0 0
CONSTELLATION BRANDS INC CL A 21036P108 1,314,957 9,454 SH SOLE 9,454 0 0
SUNCOR ENERGY INC NEW COM 867224107 2,958,251 55,109 SH SOLE 55,109 0 0
SUN CMNTYS INC COM 866674104 9,593 80 SH SOLE 80 0 0
SYNCHRONY FINANCIAL COM 87165B103 5,106,377 67,145 SH SOLE 67,145 0 0
STRYKER CORPORATION COM 863667101 203,072 645 SH SOLE 645 0 0
SYMBOTIC INC CLASS A COM 87151X101 394,526 8,777 SH SOLE 8,777 0 0
TRANSDIGM GROUP INC COM 893641100 1,561,151 1,172 SH SOLE 1,172 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 146,718 220 SH SOLE 220 0 0
T1 ENERGY INC COM 35834F104 1,760,777 185,736 SH SOLE 185,736 0 0
ATLASSIAN CORPORATION CL A 049468101 4,471,525 57,482 SH SOLE 57,482 0 0
TE CONNECTIVITY PLC ORD SHS G87052109 1,172,362 5,815 SH SOLE 5,815 0 0
TEMPUS AI INC CL A 88023B103 9,385 162 SH SOLE 162 0 0
TERADYNE INC COM 880770102 6,463,135 13,358 SH SOLE 13,358 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 1,317,356 38,883 SH SOLE 38,883 0 0
TRUIST FINL CORP COM 89832Q109 2,170,209 43,561 SH SOLE 43,561 0 0
TARGET CORP COM 87612E106 5,405,948 41,390 SH SOLE 41,390 0 0
TJX COS INC NEW COM 872540109 1,093,982 7,221 SH SOLE 7,221 0 0
TKO GROUP HOLDINGS INC CL A 87256C101 60,997 303 SH SOLE 303 0 0
TALEN ENERGY CORP COM 87422Q109 249,769 650 SH SOLE 650 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 10,070,317 20,086 SH SOLE 20,086 0 0
T-MOBILE US INC COM 872590104 4,327,434 25,800 SH SOLE 25,800 0 0
TPG INC COM CL A 872657101 586,312 14,459 SH SOLE 14,459 0 0
TAPESTRY INC COM 876030107 2,186,771 14,939 SH SOLE 14,939 0 0
TREX CO INC COM 89531P105 1,056,545 21,114 SH SOLE 21,114 0 0
TARGA RES CORP COM 87612G101 4,987,672 18,601 SH SOLE 18,601 0 0
TRIMBLE INC COM 896239100 1,341,121 26,204 SH SOLE 26,204 0 0
PRICE T ROWE GROUP INC COM 74144T108 1,076,303 9,467 SH SOLE 9,467 0 0
TOWER SEMICONDUCTOR LTD SHS M87915274 466,285 1,789 SH SOLE 1,789 0 0
TESLA INC COM 88160R101 3,884,662 9,236 SH SOLE 9,236 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 2,678,690 5,609 SH SOLE 5,609 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 1,876,722 3,821 SH SOLE 3,821 0 0
TORO CO COM 891092108 72,286 742 SH SOLE 742 0 0
THE TRADE DESK INC COM CL A 88339J105 192,100 10,625 SH SOLE 10,625 0 0
TTM TECHNOLOGIES INC COM 87305R109 1,334,014 7,133 SH SOLE 7,133 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 5,951,274 23,807 SH SOLE 23,807 0 0
TRADEWEB MKTS INC CL A 892672106 304,760 3,058 SH SOLE 3,058 0 0
TWILIO INC CL A 90138F102 847,604 4,108 SH SOLE 4,108 0 0
TEXAS INSTRS INC COM 882508104 4,999,528 16,773 SH SOLE 16,773 0 0
TEXAS ROADHOUSE INC COM 882681109 2,121,859 10,981 SH SOLE 10,981 0 0
UNITY SOFTWARE INC COM 91332U101 782,806 27,390 SH SOLE 27,390 0 0
UNITED AIRLS HLDGS INC COM 910047109 1,581,700 11,631 SH SOLE 11,631 0 0
UBS GROUP AG SHS H42097107 328,930 6,637 SH SOLE 6,637 0 0
UDR INC COM 902653104 982,232 24,605 SH SOLE 24,605 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 490,082 3,296 SH SOLE 3,296 0 0
UBIQUITI INC COM 90353W103 260,073 487 SH SOLE 487 0 0
UNITED MICROELECTRONICS CORP SPON ADR 910873405 100,323 3,687 SH SOLE 3,687 0 0
UPSTART HLDGS INC COM 91680M107 1,594,811 45,013 SH SOLE 45,013 0 0
UNITED RENTALS INC COM 911363109 1,590,578 1,404 SH SOLE 1,404 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 662,116 1,222 SH SOLE 1,222 0 0
V F CORP COM 918204108 1,512,276 90,664 SH SOLE 90,664 0 0
VIAVI SOLUTIONS INC COM 925550105 4,850,588 101,583 SH SOLE 101,583 0 0
VICI PPTYS INC COM 925652109 490,910 18,490 SH SOLE 18,490 0 0
VICOR CORP COM 925815102 501,689 1,321 SH SOLE 1,321 0 0
VIKING HOLDINGS LTD ORD SHS G93A5A101 106,031 1,013 SH SOLE 1,013 0 0
VORNADO RLTY TR SH BEN INT 929042109 948,506 24,135 SH SOLE 24,135 0 0
VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 750,003 56,711 SH SOLE 56,711 0 0
VERISIGN INC COM 92343E102 895,805 3,561 SH SOLE 3,561 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 1,282,695 3,831 SH SOLE 3,831 0 0
VIASAT INC COM 92552V100 2,256,207 25,122 SH SOLE 25,122 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 635,626 11,819 SH SOLE 11,819 0 0
VISTRA CORP COM 92840M102 1,270,309 8,008 SH SOLE 8,008 0 0
VIATRIS INC COM 92556V106 499,537 31,457 SH SOLE 31,457 0 0
WABTEC COM 929740108 1,285,183 4,767 SH SOLE 4,767 0 0
WASTE CONNECTIONS INC COM 94106B101 2,386,667 14,318 SH SOLE 14,318 0 0
WORKDAY INC CL A 98138H101 1,235,218 10,090 SH SOLE 10,090 0 0
WESTERN DIGITAL CORP COM 958102105 3,791,442 5,936 SH SOLE 5,936 0 0
WEC ENERGY GROUP INC COM 92939U106 149,232 1,278 SH SOLE 1,278 0 0
WELLS FARGO CO NEW COM 949746101 2,429,451 29,398 SH SOLE 29,398 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 2,347,775 27,880 SH SOLE 27,880 0 0
WHIRLPOOL CORP COM 963320106 2,260,343 57,340 SH SOLE 57,340 0 0
WINGSTOP INC COM 974155103 717,917 4,140 SH SOLE 4,140 0 0
WESTLAKE CORPORATION COM 960413102 438,511 6,007 SH SOLE 6,007 0 0
WASTE MGMT INC DEL COM 94106L109 2,901,898 13,020 SH SOLE 13,020 0 0
WALMART INC COM 931142103 2,794,011 24,669 SH SOLE 24,669 0 0
WATSCO INC COM 942622200 513,411 1,232 SH SOLE 1,232 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 1,069,820 2,980 SH SOLE 2,980 0 0
TERAWULF INC COM 88080T104 1,167,693 47,275 SH SOLE 47,275 0 0
XPO INC COM 983793100 3,351,770 16,327 SH SOLE 16,327 0 0
XYLEM INC COM 98419M100 279,212 2,362 SH SOLE 2,362 0 0
YETI HLDGS INC COM 98585X104 698,003 14,084 SH SOLE 14,084 0 0
FULL TRUCK ALLIANCE CO LTD SPONSORED ADS 35969L108 356,898 43,953 SH SOLE 43,953 0 0
YUM BRANDS INC COM 988498101 914,399 5,720 SH SOLE 5,720 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 2,371,029 75,223 SH SOLE 75,223 0 0
ZETA GLOBAL HOLDINGS CORP CL A 98956A105 188,220 9,564 SH SOLE 9,564 0 0