The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101 3,387,069 20,634 SH SOLE 0 0 20,634
AAON INC COM PAR $0.004 000360206 564,589 6,822 SH SOLE 0 0 6,822
ABBOTT LABORATORIES COM 002824100 3,844,190 38,897 SH SOLE 0 0 38,897
ACUITY INC COM 00508Y102 1,734,628 5,599 SH SOLE 0 0 5,599
ADOBE INC COM 00724F101 2,217,285 9,241 SH SOLE 0 0 9,241
ADT INC DEL COM 00090Q103 913,752 150,288 SH SOLE 0 0 150,288
ADVANCED DRAIN SYS INC DEL COM 00790R104 1,177,263 9,291 SH SOLE 0 0 9,291
ADVANCED MICRO DEVICES INC COM 007903107 9,964,347 16,288 SH SOLE 0 0 16,288
AECOM COM 00766T100 2,308,540 39,161 SH SOLE 0 0 39,161
AEROVIRONMENT INC COM 008073108 405,326 2,850 SH SOLE 0 0 2,850
AFLAC INC COM 001055102 1,391,773 12,451 SH SOLE 0 0 12,451
AGCO CORP COM 001084102 3,883,934 34,001 SH SOLE 0 0 34,001
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 1,976,330 41,642 SH SOLE 0 0 41,642
ALLISON TRANSMISSION HLDGS I COM 01973R101 786,364 6,943 SH SOLE 0 0 6,943
ALLSTATE CORP COM 020002101 1,818,588 8,197 SH SOLE 0 0 8,197
ALLY FINL INC COM 02005N100 2,867,773 76,230 SH SOLE 0 0 76,230
ALTRIA GROUP INC COM 02209S103 3,120,334 46,337 SH SOLE 0 0 46,337
AMDOCS LTD SHS G02602103 4,861,272 85,017 SH SOLE 0 0 85,017
AMENTUM HOLDINGS INC COM 023939101 1,590,954 87,801 SH SOLE 0 0 87,801
AMER SPORTS INC COM SHS G0260P102 1,930,494 70,740 SH SOLE 0 0 70,740
AMERICAN AIRLINES GROUP INC COM 02376R102 4,583,570 342,825 SH SOLE 0 0 342,825
AMERICAN EXPRESS CO COM 025816109 8,310,445 27,328 SH SOLE 0 0 27,328
AMERICAN HOMES 4 RENT CL A 02665T306 4,351,239 143,180 SH SOLE 0 0 143,180
AMERICAN INTL GROUP INC COM NEW 026874784 337,271 4,532 SH SOLE 0 0 4,532
AMPHENOL CORP CL A 032095101 868,459 10,302 SH SOLE 0 0 10,302
ANNALY CAPITAL MANAGEMENT IN COM NEW 035710839 2,597,828 137,524 SH SOLE 0 0 137,524
ANTERO MIDSTREAM CORP COM 03676B102 842,547 41,793 SH SOLE 0 0 41,793
APOLLO GLOBAL MGMT INC COM 03769M106 2,393,390 20,622 SH SOLE 0 0 20,622
APPLIED MATLS INC COM 038222105 3,759,665 7,352 SH SOLE 0 0 7,352
APPLIED OPTOELECTRONICS INC COM 03823U102 1,369,390 13,796 SH SOLE 0 0 13,796
APPLOVIN CORP COM CL A 03831W108 416,476 1,434 SH SOLE 0 0 1,434
APTARGROUP INC COM 038336103 474,584 3,917 SH SOLE 0 0 3,917
ARAMARK COM 03852U106 1,648,804 30,790 SH SOLE 0 0 30,790
ARCH CAP GROUP LTD ORD G0450A105 740,080 8,013 SH SOLE 0 0 8,013
ARCHER DANIELS MIDLAND CO COM 039483102 6,431,446 81,021 SH SOLE 0 0 81,021
ARMSTRONG WORLD INDS INC NEW COM 04247X102 1,582,705 9,774 SH SOLE 0 0 9,774
ARROW ELECTRS INC COM 042735100 3,261,990 14,370 SH SOLE 0 0 14,370
ASSURANT INC COM 04621X108 1,040,561 3,949 SH SOLE 0 0 3,949
ASTERA LABS INC COM 04626A103 5,906,966 16,594 SH SOLE 0 0 16,594
AUTONATION INC COM 05329W102 1,166,157 7,407 SH SOLE 0 0 7,407
AUTOZONE INC COM 053332102 3,928,068 1,388 SH SOLE 0 0 1,388
AVERY DENNISON CORP COM 053611109 1,796,130 10,524 SH SOLE 0 0 10,524
AVIS BUDGET GROUP INC COM 053774105 316,063 2,963 SH SOLE 0 0 2,963
AVNET INC COM 053807103 1,721,239 17,221 SH SOLE 0 0 17,221
AXALTA COATING SYS LTD COM G0750C108 265,739 8,263 SH SOLE 0 0 8,263
AXIS CAP HLDGS LTD SHS G0692U109 2,649,657 28,128 SH SOLE 0 0 28,128
BALL CORP COM 058498106 3,659,656 65,316 SH SOLE 0 0 65,316
BANK OF AMER CORP COM 060505104 1,936,129 35,571 SH SOLE 0 0 35,571
BANK OF NY MELLON CORP COM 064058100 4,575,947 31,639 SH SOLE 0 0 31,639
BANK OZK LITTLE ROCK ARK COM 06417N103 2,903,845 63,182 SH SOLE 0 0 63,182
BATH & BODY WORKS INC COM 070830104 162,193 10,188 SH SOLE 0 0 10,188
BERKLEY W R CORP COM 084423102 4,825,126 71,441 SH SOLE 0 0 71,441
BEST BUY INC COM 086516101 2,016,373 22,851 SH SOLE 0 0 22,851
BIRKENSTOCK HOLDING PLC COM SHS M2029K104 2,071,584 63,918 SH SOLE 0 0 63,918
BLOCK H & R INC COM 093671105 363,770 8,905 SH SOLE 0 0 8,905
BOEING CO COM 097023105 6,168,115 33,153 SH SOLE 0 0 33,153
BOK FINL CORP COM NEW 05561Q201 1,261,977 9,984 SH SOLE 0 0 9,984
BOOKING HOLDINGS INC COM 09857L108 3,075,578 18,879 SH SOLE 0 0 18,879
BOYD GAMING CORP COM 103304101 1,633,760 24,542 SH SOLE 0 0 24,542
BRIGHTHOUSE FINL INC COM 10922N103 1,813,266 36,338 SH SOLE 0 0 36,338
BRIXMOR PPTY GROUP INC COM 11120U105 3,220,533 116,686 SH SOLE 0 0 116,686
BROADCOM INC COM 11135F101 3,822,351 10,884 SH SOLE 0 0 10,884
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,228,712 7,627 SH SOLE 0 0 7,627
BROOKFIELD RENEWABLE CORP CL A EX SUB VTG 11285B108 3,003,427 106,429 SH SOLE 0 0 106,429
BRUKER CORP COM 116794108 377,750 5,834 SH SOLE 0 0 5,834
BUILDERS FIRSTSOURCE INC COM 12008R107 2,666,073 46,765 SH SOLE 0 0 46,765
BUNGE GLOBAL SA COM SHS H11356104 2,421,455 22,641 SH SOLE 0 0 22,641
BURLINGTON STORES INC COM 122017106 315,552 1,181 SH SOLE 0 0 1,181
BWX TECHNOLOGIES INC COM 05605H100 434,975 3,175 SH SOLE 0 0 3,175
C H ROBINSON WORLDWIDE IN COM NEW 12541W209 479,686 3,242 SH SOLE 0 0 3,242
CAMDEN PPTY TR SH BEN INT 133131102 1,975,421 20,422 SH SOLE 0 0 20,422
CAPITAL ONE FINL CORP COM 14040H105 8,670,002 44,906 SH SOLE 0 0 44,906
CARDINAL HEALTH INC COM 14149Y108 5,822,380 26,168 SH SOLE 0 0 26,168
CARMAX INC COM 143130102 1,795,539 32,581 SH SOLE 0 0 32,581
CARNIVAL CORP LTD COMMON SHARES G2004J103 1,693,332 69,003 SH SOLE 0 0 69,003
CARPENTER TECHNOLOGY CORP COM 144285103 5,463,699 14,052 SH SOLE 0 0 14,052
CATERPILLAR INC COM 149123101 3,808,281 4,697 SH SOLE 0 0 4,697
CBRE GROUP INC CL A 12504L109 2,132,473 16,599 SH SOLE 0 0 16,599
CDW CORP COM 12514G108 2,528,598 19,730 SH SOLE 0 0 19,730
CELANESE CORP DEL COM 150870103 3,124,137 70,411 SH SOLE 0 0 70,411
CELSIUS HLDGS INC COM NEW 15118V207 3,290,970 120,328 SH SOLE 0 0 120,328
CENCORA INC COM 03073E105 5,102,448 16,994 SH SOLE 0 0 16,994
CENTENE CORP DEL COM 15135B101 870,363 14,011 SH SOLE 0 0 14,011
CF INDUSTRIES HOLD COM 125269100 922,752 8,010 SH SOLE 0 0 8,010
CHARLES SCHWAB CORP (THE) COM 808513105 2,875,022 29,415 SH SOLE 0 0 29,415
CHEMED CORP NEW COM 16359R103 3,380,939 6,694 SH SOLE 0 0 6,694
CHENIERE ENERGY INC COM NEW 16411R208 361,308 1,343 SH SOLE 0 0 1,343
CHEWY INC CL A 16679L109 332,388 18,263 SH SOLE 0 0 18,263
CHIPOTLE MEXICAN GRILL INC COM 169656105 2,354,013 73,678 SH SOLE 0 0 73,678
CHORD ENERGY CORPORATION COM NEW 674215207 2,375,988 17,722 SH SOLE 0 0 17,722
CHUBB LIMITED COM H1467J104 2,074,120 6,377 SH SOLE 0 0 6,377
CHURCHILL DOWNS INC COM 171484108 1,259,769 16,646 SH SOLE 0 0 16,646
CIENA CORP COM NEW 171779309 6,839,029 19,439 SH SOLE 0 0 19,439
CIPHER DIGITAL INC COM 17253J106 190,027 12,008 SH SOLE 0 0 12,008
CIRCLE INTERNET GROUP INC COM CL A 172573107 1,097,708 13,359 SH SOLE 0 0 13,359
CIRRUS LOGIC INC COM 172755100 1,166,587 9,724 SH SOLE 0 0 9,724
CISCO SYS INC COM 17275R102 2,086,730 19,388 SH SOLE 0 0 19,388
CITIGROUP INC COM NEW 172967424 4,973,974 38,415 SH SOLE 0 0 38,415
CLEARWAY ENERGY INC CL C 18539C204 4,597,205 157,062 SH SOLE 0 0 157,062
CLEVELAND-CLIFFS INC NEW COM 185899101 4,314,896 391,907 SH SOLE 0 0 391,907
CLOUDFLARE INC CL A COM 18915M107 463,619 1,335 SH SOLE 0 0 1,335
CME GROUP INC COM 12572Q105 9,963,886 38,033 SH SOLE 0 0 38,033
CNA FINL CORP COM 126117100 2,495,014 55,593 SH SOLE 0 0 55,593
CNH INDL N V SHS N20944109 2,693,978 209,648 SH SOLE 0 0 209,648
COCA COLA CONS INC COM 191098102 1,373,911 7,259 SH SOLE 0 0 7,259
COHERENT CORP COM 19247G107 1,205,060 4,187 SH SOLE 0 0 4,187
COLUMBIA SPORTSWEAR CO COM 198516106 2,072,329 36,097 SH SOLE 0 0 36,097
COMCAST CORP NEW CL A 20030N101 1,614,026 74,174 SH SOLE 0 0 74,174
COMFORT SYS USA INC COM 199908104 782,385 473 SH SOLE 0 0 473
COMMERCE BANCSHARES INC COM 200525103 2,635,183 48,140 SH SOLE 0 0 48,140
CONSTELLATION BRANDS INC CL A 21036P108 3,408,306 30,146 SH SOLE 0 0 30,146
CORE & MAIN INC CL A 21874C102 1,065,206 25,680 SH SOLE 0 0 25,680
CORNING INC COM 219350105 3,821,705 24,855 SH SOLE 0 0 24,855
CORTEVA INC COM 22052L104 1,207,767 15,554 SH SOLE 0 0 15,554
COSTAR GROUP INC COM 22160N109 750,952 27,407 SH SOLE 0 0 27,407
COSTCO WHOLESALE CORPORATION COM 22160K105 2,949,502 3,240 SH SOLE 0 0 3,240
COUPANG INC CL A 22266T109 1,184,928 85,431 SH SOLE 0 0 85,431
CRH PLC ORD G25508105 2,309,127 27,888 SH SOLE 0 0 27,888
CROCS INC COM 227046109 728,142 6,207 SH SOLE 0 0 6,207
CROWN CASTLE INC COM 22822V101 5,509,622 82,665 SH SOLE 0 0 82,665
CUBESMART COM 229663109 873,886 23,254 SH SOLE 0 0 23,254
CULLEN FROST BANKERS INC COM 229899109 852,662 5,585 SH SOLE 0 0 5,585
CUMMINS INC COM 231021106 4,162,521 8,058 SH SOLE 0 0 8,058
CURTISS WRIGHT CORP COM 231561101 4,495,217 8,266 SH SOLE 0 0 8,266
CVS HEALTH CORP COM 126650100 3,376,357 39,402 SH SOLE 0 0 39,402
DANAHER CORP DEL COM 235851102 2,234,553 10,086 SH SOLE 0 0 10,086
DARLING INGREDIENTS INC COM 237266101 1,115,911 18,381 SH SOLE 0 0 18,381
DAVITA INC COM 23918K108 2,915,217 16,666 SH SOLE 0 0 16,666
DECKERS OUTDOOR CORP COM 243537107 1,535,295 19,648 SH SOLE 0 0 19,648
DELL TECHNOLOGIES INC CL C 24703L202 1,744,572 3,243 SH SOLE 0 0 3,243
DEVON ENERGY CORP NEW COM 25179M103 5,886,353 127,853 SH SOLE 0 0 127,853
DILLARDS INC CL A 254067101 2,515,143 3,754 SH SOLE 0 0 3,754
DOMINION ENERGY INC COM 25746U109 2,039,888 33,706 SH SOLE 0 0 33,706
DOMINOS PIZZA INC COM 25754A201 8,567,947 28,597 SH SOLE 0 0 28,597
DONALDSON INC COM 257651109 2,818,182 32,378 SH SOLE 0 0 32,378
DOW HLDGS INC COM 260557103 1,227,099 44,557 SH SOLE 0 0 44,557
DRAFTKINGS INC NEW COM CL A 26142V105 399,551 21,029 SH SOLE 0 0 21,029
DROPBOX INC CL A 26210C104 1,932,936 57,103 SH SOLE 0 0 57,103
DTE ENERGY CO COM 233331107 1,831,873 15,040 SH SOLE 0 0 15,040
DUKE ENERGY CORP NEW COM NEW 26441C204 5,784,524 50,737 SH SOLE 0 0 50,737
DUOLINGO INC CL A COM 26603R106 1,605,274 11,273 SH SOLE 0 0 11,273
DUTCH BROS INC CL A 26701L100 1,118,588 29,009 SH SOLE 0 0 29,009
DYCOM INDS INC COM 267475101 4,310,930 16,021 SH SOLE 0 0 16,021
EAGLE MATLS INC COM 26969P108 1,502,583 8,786 SH SOLE 0 0 8,786
EASTGROUP PPTYS INC COM 277276101 1,025,159 5,192 SH SOLE 0 0 5,192
ECHOSTAR CORP CL A 278768106 2,631,872 29,436 SH SOLE 0 0 29,436
ECOVYST INC COM 27923Q109 98,802 10,051 SH SOLE 0 0 10,051
EDWARDS LIFESCIENCES CORP COM 28176E108 2,481,700 28,750 SH SOLE 0 0 28,750
ELEVANCE HEALTH INC FORMERLY COM 036752103 2,350,804 6,046 SH SOLE 0 0 6,046
EMCOR GROUP INC COM 29084Q100 524,372 695 SH SOLE 0 0 695
ENCOMPASS HEALTH CORP COM 29261A100 376,741 3,101 SH SOLE 0 0 3,101
EOG RES INC COM 26875P101 363,136 2,636 SH SOLE 0 0 2,636
EPR PPTYS COM SH BEN INT 26884U109 2,268,493 40,415 SH SOLE 0 0 40,415
EQUIFAX INC COM 294429105 3,517,462 25,630 SH SOLE 0 0 25,630
EQUITY LIFESTYLE PROPERTIES COM 29472R108 1,250,946 21,446 SH SOLE 0 0 21,446
EURONET WORLDWIDE INC COM 298736109 2,386,796 37,964 SH SOLE 0 0 37,964
EXELON CORP COM 30161N101 1,984,166 49,113 SH SOLE 0 0 49,113
EXLSERVICE HLDGS INC COM 302081104 3,183,279 92,591 SH SOLE 0 0 92,591
EXPAND ENERGY CORPORATION COM 165167735 2,816,511 33,494 SH SOLE 0 0 33,494
F N B CORP COM 302520101 2,714,309 157,717 SH SOLE 0 0 157,717
F5 INC COM 315616102 898,820 2,019 SH SOLE 0 0 2,019
FACTSET RESH SYS INC COM 303075105 345,536 1,280 SH SOLE 0 0 1,280
FEDERAL RLTY INVT TR NEW SH BEN INT NEW 313745101 3,848,085 35,535 SH SOLE 0 0 35,535
FEDEX CORP COM 31428X106 2,369,953 8,313 SH SOLE 0 0 8,313
FERMI INC COM 314911108 1,250,020 296,917 SH SOLE 0 0 296,917
FIDELITY NATL FINL INC COM SHS 31620R303 1,779,485 46,041 SH SOLE 0 0 46,041
FIRST HAWAIIAN INC COM 32051X108 4,984,737 202,467 SH SOLE 0 0 202,467
FIRST INDL RLTY TR INC COM 32054K103 1,634,968 27,460 SH SOLE 0 0 27,460
FIVE BELOW INC COM 33829M101 2,962,659 13,493 SH SOLE 0 0 13,493
FLEX LTD ORD Y2573F102 1,719,363 15,632 SH SOLE 0 0 15,632
FORD MTR CO COM 345370860 2,593,926 215,085 SH SOLE 0 0 215,085
FOX CORP CL A COM 35137L105 1,158,649 18,494 SH SOLE 0 0 18,494
FREEDOM HOLDING CORP COM 356390104 3,009,226 17,987 SH SOLE 0 0 17,987
FRESHPET INC COM 358039105 1,122,823 19,507 SH SOLE 0 0 19,507
FTAI AVIATION LTD SHS G3730V105 749,463 4,487 SH SOLE 0 0 4,487
FTI CONSULTING INC COM 302941109 1,733,027 12,884 SH SOLE 0 0 12,884
GAMESTOP CORP CL A 36467W109 2,973,357 120,623 SH SOLE 0 0 120,623
GAMING & LEISURE P COM 36467J108 2,565,936 67,578 SH SOLE 0 0 67,578
GAP INC COM 364760108 1,002,151 43,877 SH SOLE 0 0 43,877
GE AEROSPACE COM NEW 369604301 5,941,942 19,027 SH SOLE 0 0 19,027
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 1,182,674 18,092 SH SOLE 0 0 18,092
GE VERNOVA INC COM 36828A101 2,222,245 2,338 SH SOLE 0 0 2,338
GEN DIGITAL INC COM 668771108 429,523 19,506 SH SOLE 0 0 19,506
GENERAC HLDGS INC COM 368736104 1,252,667 6,053 SH SOLE 0 0 6,053
GENERAL DYNAMICS CORP COM 369550108 4,321,089 13,022 SH SOLE 0 0 13,022
GENERAL MTRS CO COM 37045V100 3,561,327 46,251 SH SOLE 0 0 46,251
GENPACT LIMITED SHS G3922B107 1,067,470 32,815 SH SOLE 0 0 32,815
GENTEX CORP COM 371901109 303,708 13,970 SH SOLE 0 0 13,970
GITLAB INC CLASS A COM 37637K108 1,306,605 27,653 SH SOLE 0 0 27,653
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108 1,323,311 27,615 SH SOLE 0 0 27,615
GLOBUS MED INC CL A 379577208 639,121 8,533 SH SOLE 0 0 8,533
GODADDY INC CL A 380237107 329,604 3,451 SH SOLE 0 0 3,451
GRACO INC COM 384109104 3,918,687 50,998 SH SOLE 0 0 50,998
GRAND CANYON ED INC COM 38526M106 1,809,227 11,935 SH SOLE 0 0 11,935
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101 1,840,808 41,413 SH SOLE 0 0 41,413
HALLIBURTON CO COM 406216101 1,165,565 36,653 SH SOLE 0 0 36,653
HARTFORD INSURANCE GROUP INC COM 416515104 2,183,882 17,848 SH SOLE 0 0 17,848
HAYWARD HLDGS INC COM 421298100 2,374,535 193,998 SH SOLE 0 0 193,998
HCA HEALTHCARE INC COM 40412C101 2,190,030 5,132 SH SOLE 0 0 5,132
HEALTHCARE RLTY TR CL A COM 42226K105 2,630,452 148,278 SH SOLE 0 0 148,278
HEALTHPEAK PROPERTIES INC COM 42250P103 531,162 26,598 SH SOLE 0 0 26,598
HERSHEY CO COM 427866108 2,194,878 13,926 SH SOLE 0 0 13,926
HEWLETT PACKARD ENTERPRISE C COM 42824C109 8,266,152 129,381 SH SOLE 0 0 129,381
HEXCEL CORP NEW COM 428291108 1,795,133 21,391 SH SOLE 0 0 21,391
HF SINCLAIR CORP COM 403949100 5,638,379 52,538 SH SOLE 0 0 52,538
HILLMAN SOLUTIONS CORP COM 431636109 121,346 17,360 SH SOLE 0 0 17,360
HOME DEPOT INC COM 437076102 3,363,241 11,822 SH SOLE 0 0 11,822
HORNBECK OFFSHORE SERVICES I COM 42330P107 147,140 19,134 SH SOLE 0 0 19,134
HOULIHAN LOKEY INC CL A 441593100 951,718 7,533 SH SOLE 0 0 7,533
HOWMET AEROSPACE INC COM 443201108 4,283,170 18,937 SH SOLE 0 0 18,937
HUBBELL INC COM 443510607 2,032,127 4,480 SH SOLE 0 0 4,480
HUMANA INC COM 444859102 3,379,184 8,856 SH SOLE 0 0 8,856
HUNT J B TRANS SVCS INC COM 445658107 2,616,009 11,676 SH SOLE 0 0 11,676
HUNTINGTON BANCSHARES INC COM 446150104 4,814,285 315,484 SH SOLE 0 0 315,484
HUNTINGTON INGALLS INDS INC COM 446413106 2,358,494 8,831 SH SOLE 0 0 8,831
IDEXX LABS INC COM 45168D104 370,234 709 SH SOLE 0 0 709
IES HOLDINGS INC COM 44951W106 491,252 1,530 SH SOLE 0 0 1,530
ILLINOIS TOOL WKS INC COM 452308109 541,574 2,105 SH SOLE 0 0 2,105
INGREDION INC COM 457187102 2,563,014 26,751 SH SOLE 0 0 26,751
INSULET CORP COM 45784P101 1,702,372 13,048 SH SOLE 0 0 13,048
INTEL CORP COM 458140100 9,978,969 82,999 SH SOLE 0 0 82,999
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 1,234,746 14,455 SH SOLE 0 0 14,455
INTERNATIONAL BUSINESS MACHS COM 459200101 390,595 1,776 SH SOLE 0 0 1,776
INTERNATIONAL PAPER CO COM 460146103 2,107,224 63,528 SH SOLE 0 0 63,528
INTUIT COM 461202103 3,466,502 12,573 SH SOLE 0 0 12,573
INVITATION HOMES INC COM 46187W107 1,907,003 72,427 SH SOLE 0 0 72,427
IONQ INC COM 46222L108 2,208,351 50,350 SH SOLE 0 0 50,350
IQVIA HLDGS INC COM 46266C105 4,199,436 15,620 SH SOLE 0 0 15,620
IRON MTN INC DEL COM 46284V101 1,469,201 13,242 SH SOLE 0 0 13,242
ITT INC COM 45073V108 3,154,044 15,628 SH SOLE 0 0 15,628
JABIL INC COM 466313103 1,710,833 5,964 SH SOLE 0 0 5,964
JACOBS SOLUTIONS INC COM 46982L108 1,098,122 8,118 SH SOLE 0 0 8,118
JETBLUE AIRWAYS CORP COM 477143101 110,484 26,119 SH SOLE 0 0 26,119
JONES LANG LASALLE INC COM 48020Q107 3,462,764 11,334 SH SOLE 0 0 11,334
JPMORGAN CHASE & CO COM 46625H100 3,105,170 9,386 SH SOLE 0 0 9,386
KARMAN HLDGS INC COMMON STOCK 485924104 620,811 19,149 SH SOLE 0 0 19,149
KBR INC COM 48242W106 3,428,944 97,524 SH SOLE 0 0 97,524
KENVUE INC COM 49177J102 1,817,726 102,929 SH SOLE 0 0 102,929
KEYCORP COM 493267108 753,146 37,526 SH SOLE 0 0 37,526
KIMCO REALTY CORP COM 49446R109 614,772 27,680 SH SOLE 0 0 27,680
KINSALE CAP GROUP INC COM 49714P108 869,488 2,694 SH SOLE 0 0 2,694
KKR & CO INC COM 48251W104 3,221,703 35,287 SH SOLE 0 0 35,287
KOSMOS ENERGY LTD COM 500688106 84,410 33,232 SH SOLE 0 0 33,232
KRAFT HEINZ CO COM 500754106 1,479,458 65,117 SH SOLE 0 0 65,117
KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207 2,268,121 53,130 SH SOLE 0 0 53,130
L3HARRIS TECHNOLOGIES INC COM 502431109 2,020,443 8,533 SH SOLE 0 0 8,533
LABCORP HOLDINGS INC COM SHS 504922105 2,400,177 7,790 SH SOLE 0 0 7,790
LAMB WESTON HLDGS INC COM 513272104 2,503,984 60,062 SH SOLE 0 0 60,062
LAS VEGAS SANDS CORP COM 517834107 315,524 8,345 SH SOLE 0 0 8,345
LEIDOS HOLDINGS INC COM 525327102 3,230,931 26,520 SH SOLE 0 0 26,520
LEONARDO DRS INC COM 52661A108 1,726,592 47,136 SH SOLE 0 0 47,136
LIBERTY GLOBAL LTD COM CL C G61188127 2,314,956 260,400 SH SOLE 0 0 260,400
LINCOLN NATL CORP IND COM 534187109 636,470 15,809 SH SOLE 0 0 15,809
LITHIA MTRS INC COM 536797103 2,015,670 6,907 SH SOLE 0 0 6,907
LITTELFUSE INC COM 537008104 2,267,856 5,352 SH SOLE 0 0 5,352
LIVE NATION ENTERTAINMENT IN COM 538034109 853,442 5,041 SH SOLE 0 0 5,041
LOAR HOLDINGS INC COM SHS 53947R105 973,247 15,820 SH SOLE 0 0 15,820
LOEWS CORP COM 540424108 1,822,931 17,456 SH SOLE 0 0 17,456
LOUISIANA PAC CORP COM 546347105 1,398,863 21,671 SH SOLE 0 0 21,671
LOWES COS INC COM 548661107 5,989,426 32,500 SH SOLE 0 0 32,500
LPL FINL HLDGS INC COM 50212V100 1,145,528 3,746 SH SOLE 0 0 3,746
LUMENTUM HLDGS INC COM 55024U109 5,564,348 5,729 SH SOLE 0 0 5,729
LYONDELLBASELL INDUSTRIES NV SHS - A - N53745100 472,748 8,226 SH SOLE 0 0 8,226
M & T BK CORP COM 55261F104 3,395,865 15,606 SH SOLE 0 0 15,606
MACYS INC COM 55616P104 419,218 18,411 SH SOLE 0 0 18,411
MADISON SQUARE GRDN SPRT COR CL A 55825T103 2,662,635 6,571 SH SOLE 0 0 6,571
MAPLEBEAR INC COM 565394103 1,459,309 33,843 SH SOLE 0 0 33,843
MARATHON PETE CORP COM 56585A102 2,600,282 6,576 SH SOLE 0 0 6,576
MARKEL GROUP INC COM 570535104 2,707,384 1,581 SH SOLE 0 0 1,581
MARKETAXESS HLDGS INC COM 57060D108 1,473,805 8,991 SH SOLE 0 0 8,991
MARVELL TECHNOLOGY INC COM 573874104 9,798,227 37,085 SH SOLE 0 0 37,085
MASCO CORP COM 574599106 1,703,401 25,273 SH SOLE 0 0 25,273
MASTEC INC COM 576323109 667,135 3,123 SH SOLE 0 0 3,123
MASTERCARD INCORPORATED CL A 57636Q104 3,816,723 6,921 SH SOLE 0 0 6,921
MATCH GROUP INC NEW COM 57667L107 6,133,475 152,764 SH SOLE 0 0 152,764
MATTEL INC COM 577081102 1,080,683 85,362 SH SOLE 0 0 85,362
MCDONALDS CORP COM 580135101 6,555,462 28,386 SH SOLE 0 0 28,386
MCKESSON CORP COM 58155Q103 4,200,746 4,920 SH SOLE 0 0 4,920
META PLATFORMS INC CL A 30303M102 3,810,822 5,255 SH SOLE 0 0 5,255
METTLER TOLEDO INTERNATIONAL COM 592688105 1,258,622 833 SH SOLE 0 0 833
MGIC INVT CORP WIS COM 552848103 2,315,315 89,602 SH SOLE 0 0 89,602
MICRON TECHNOLOGY INC COM 595112103 9,943,866 9,336 SH SOLE 0 0 9,336
MICROSOFT CORP COM 594918104 1,264,299 2,465 SH SOLE 0 0 2,465
MIDERA FOOD PROCESSING INC COM 59739R104 1,771,956 43,409 SH SOLE 0 0 43,409
MILLICOM INTL CELLULAR S A COM STK L6388F110 419,143 4,810 SH SOLE 0 0 4,810
MODINE MFG CO COM 607828100 4,361,760 23,300 SH SOLE 0 0 23,300
MOLINA HEALTHCARE INC COM 60855R100 2,235,541 11,822 SH SOLE 0 0 11,822
MONDELEZ INTL INC CL A 609207105 1,393,750 24,105 SH SOLE 0 0 24,105
MONGODB INC CL A 60937P106 412,057 1,182 SH SOLE 0 0 1,182
MONOLITHIC PWR SYS INC COM 609839105 2,730,814 2,027 SH SOLE 0 0 2,027
MONSTER BEVERAGE CORP NEW COM 61174X109 1,929,336 46,356 SH SOLE 0 0 46,356
MORGAN STANLEY COM NEW 617446448 5,975,114 31,769 SH SOLE 0 0 31,769
MOSAIC CO COM 61945C103 2,074,482 95,819 SH SOLE 0 0 95,819
MP MATERIALS CORP COM CL A 553368101 1,753,514 37,080 SH SOLE 0 0 37,080
MSC INDL DIRECT INC CL A 553530106 2,030,121 16,409 SH SOLE 0 0 16,409
MSCI INC COM 55354G100 3,999,551 7,425 SH SOLE 0 0 7,425
NEW YORK TIMES CO MTN BE CL A 650111107 2,428,436 38,123 SH SOLE 0 0 38,123
NEWMARKET CORP COM 651587107 1,877,612 2,092 SH SOLE 0 0 2,092
NIKE INC CL B 654106103 1,202,893 33,980 SH SOLE 0 0 33,980
NISOURCE INC COM 65473P105 3,415,503 87,577 SH SOLE 0 0 87,577
NNN REIT INC COM 637417106 550,441 13,396 SH SOLE 0 0 13,396
NORFOLK SOUTHN CORP COM 655844108 2,207,805 7,145 SH SOLE 0 0 7,145
NORTHROP GRUMMAN CORP COM 666807102 5,702,163 11,794 SH SOLE 0 0 11,794
NOV INC COM 62955J103 299,511 15,991 SH SOLE 0 0 15,991
NOVAGOLD RESOURCES INC COM NEW 66987E206 67,795 10,430 SH SOLE 0 0 10,430
NRG ENERGY INC COM NEW 629377508 5,063,902 52,942 SH SOLE 0 0 52,942
NU HLDGS LTD ORD SHS CL A G6683N103 4,700,355 371,276 SH SOLE 0 0 371,276
NUCOR CORP COM 670346105 7,066,262 30,230 SH SOLE 0 0 30,230
NVENT ELEC PLC SHS G6700G107 3,151,753 19,653 SH SOLE 0 0 19,653
NVIDIA CORPORATION COM 67066G104 2,749,466 12,039 SH SOLE 0 0 12,039
OCCIDENTAL PETE CORP COM 674599105 4,921,047 88,956 SH SOLE 0 0 88,956
OLD REP INTL CORP COM 680223104 1,481,766 39,715 SH SOLE 0 0 39,715
OLLIES BARGAIN OUTLET HLDGS COM 681116109 2,998,349 35,007 SH SOLE 0 0 35,007
OMEGA HEALTHCARE INVS INC COM 681936100 689,092 14,880 SH SOLE 0 0 14,880
OMNICOM GROUP INC COM 681919106 886,137 12,035 SH SOLE 0 0 12,035
ON HLDG AG NAMEN AKT A H5919C104 1,954,438 66,006 SH SOLE 0 0 66,006
ONEMAIN HLDGS INC COM 68268W103 1,105,031 19,950 SH SOLE 0 0 19,950
ONEOK INC NEW COM 30609A109 356,854 4,185 SH SOLE 0 0 4,185
OREILLY AUTOMOTIVE INC COM 67103H107 5,679,593 66,498 SH SOLE 0 0 66,498
OSHKOSH CORP COM 688239201 3,776,358 29,315 SH SOLE 0 0 29,315
OTIS WORLDWIDE CORP COM 68902V107 3,389,279 52,694 SH SOLE 0 0 52,694
OVINTIV INC COM 69047Q102 1,753,854 30,333 SH SOLE 0 0 30,333
OWENS CORNING NEW COM 690742101 796,868 6,826 SH SOLE 0 0 6,826
PACCAR INC COM 693718108 5,352,577 48,744 SH SOLE 0 0 48,744
PARSONS CORP DEL COM 70202L102 1,690,626 41,265 SH SOLE 0 0 41,265
PAYLOCITY HLDG CORP COM 70438V106 607,634 4,262 SH SOLE 0 0 4,262
PAYPAL HLDGS INC COM 70450Y103 352,371 6,708 SH SOLE 0 0 6,708
PEGASYSTEMS INC COM 705573103 291,099 8,747 SH SOLE 0 0 8,747
PELOTON INTERACTIVE INC CL A COM 70614W100 113,323 22,710 SH SOLE 0 0 22,710
PENN ENTERTAINMENT INC COM 707569109 712,840 48,658 SH SOLE 0 0 48,658
PENTAIR PLC SHS G7S00T104 4,419,155 83,396 SH SOLE 0 0 83,396
PEPSICO INC COM 713448108 2,365,609 18,668 SH SOLE 0 0 18,668
PERFORMANCE FOOD GROUP CO COM 71377A103 1,312,894 14,347 SH SOLE 0 0 14,347
PERMIAN RESOURCES CORP CLASS A COM 71424F105 2,219,015 105,067 SH SOLE 0 0 105,067
PG&E CORP COM 69331C108 9,567,397 781,012 SH SOLE 0 0 781,012
PHILLIPS 66 COM 718546104 5,677,073 22,236 SH SOLE 0 0 22,236
PINNACLE WEST CAP CORP COM 723484101 339,038 3,644 SH SOLE 0 0 3,644
PINTEREST INC CL A 72352L106 334,976 17,733 SH SOLE 0 0 17,733
POPULAR INC COM NEW 733174700 1,993,957 12,827 SH SOLE 0 0 12,827
POST HLDGS INC COM 737446104 669,929 9,196 SH SOLE 0 0 9,196
POWELL INDS INC COM 739128106 846,717 4,590 SH SOLE 0 0 4,590
PPL CORP COM 69351T106 263,087 7,999 SH SOLE 0 0 7,999
PRIMERICA INC COM 74164M108 612,605 2,249 SH SOLE 0 0 2,249
PRIMORIS SVCS CORP COM 74164F103 1,732,143 23,244 SH SOLE 0 0 23,244
PROPETRO HLDG CORP COM 74347M108 102,738 11,622 SH SOLE 0 0 11,622
PROSPERITY BANCSHARES INC COM 743606105 4,491,089 67,831 SH SOLE 0 0 67,831
PRUDENTIAL FINL INC COM 744320102 2,202,884 19,395 SH SOLE 0 0 19,395
PUBLIC SVC ENTERPRISE GROUP COM 744573106 1,258,181 18,684 SH SOLE 0 0 18,684
PULTE GROUP INC COM 745867101 877,878 7,564 SH SOLE 0 0 7,564
QNITY ELECTRONICS INC COMMON STOCK 74743L100 1,376,602 10,948 SH SOLE 0 0 10,948
QORVO INC COM 74736K101 1,265,919 11,058 SH SOLE 0 0 11,058
QUANTUMSCAPE CORP COM CL A 74767V109 2,832,792 609,858 SH SOLE 0 0 609,858
QUEST DIAGNOSTICS INC COM 74834L100 2,169,416 9,308 SH SOLE 0 0 9,308
RALLIANT CORP COM 750940108 1,807,480 26,131 SH SOLE 0 0 26,131
RAYMOND JAMES FINL INC COM 754730109 1,728,739 10,940 SH SOLE 0 0 10,940
RAYONIER INC COM 754907103 1,606,225 87,485 SH SOLE 0 0 87,485
RB GLOBAL INC COM 74935Q107 1,053,838 12,948 SH SOLE 0 0 12,948
REGAL REXNORD CORPORATION COM 758750103 526,133 3,392 SH SOLE 0 0 3,392
REGENCY CTRS CORP COM 758849103 1,221,241 16,990 SH SOLE 0 0 16,990
RELIANCE INC COM 759509102 1,008,430 2,621 SH SOLE 0 0 2,621
RITHM CAPITAL CORP COM NEW 64828T201 1,287,411 144,167 SH SOLE 0 0 144,167
RIVIAN AUTOMOTIVE INC COM CL A 76954A103 1,203,672 80,567 SH SOLE 0 0 80,567
RLI CORP COM 749607107 2,631,871 47,584 SH SOLE 0 0 47,584
ROBINHOOD MKTS INC COM CL A 770700102 1,741,501 15,480 SH SOLE 0 0 15,480
ROBLOX CORP CL A 771049103 4,074,934 96,175 SH SOLE 0 0 96,175
ROLLINS INC COM 775711104 691,194 22,948 SH SOLE 0 0 22,948
ROPER TECHNOLOGIES INC COM 776696106 3,159,364 9,042 SH SOLE 0 0 9,042
ROSS STORES INC COM 778296103 1,517,567 6,502 SH SOLE 0 0 6,502
RTX CORPORATION COM 75513E101 2,410,850 12,986 SH SOLE 0 0 12,986
RUBRIK INC. CL A 781154109 3,090,689 27,000 SH SOLE 0 0 27,000
RYDER SYS INC COM 783549108 3,480,333 15,274 SH SOLE 0 0 15,274
SAFEHOLD INC COM 78646V107 126,104 10,714 SH SOLE 0 0 10,714
SAILPOINT INC COM 78781J109 303,466 14,905 SH SOLE 0 0 14,905
SAMSARA INC COM CL A 79589L106 571,721 14,994 SH SOLE 0 0 14,994
SANDISK CORP COM 80004C200 5,198,792 2,988 SH SOLE 0 0 2,988
SANMINA CORP COM 801056102 1,536,177 7,148 SH SOLE 0 0 7,148
SBA COMMUNICATIONS CORP CL A 78410G104 2,066,188 12,904 SH SOLE 0 0 12,904
SCHNEIDER NATIONAL INC CL B 80689H102 704,905 22,132 SH SOLE 0 0 22,132
SCIENCE APPLICATIONS INTL CO COM 808625107 1,864,289 14,615 SH SOLE 0 0 14,615
SCOTTS MIRACLE-GRO CO CL A 810186106 2,918,756 58,247 SH SOLE 0 0 58,247
SEABOARD CORP DEL COM 811543107 2,495,136 632 SH SOLE 0 0 632
SEMPRA COM 816851109 2,787,615 35,757 SH SOLE 0 0 35,757
SEMTECH CORP COM 816850101 4,225,469 23,692 SH SOLE 0 0 23,692
SHIFT4 PMTS INC CL A 82452J109 1,470,962 40,668 SH SOLE 0 0 40,668
SILGAN HLDGS INC COM 827048109 1,622,859 46,701 SH SOLE 0 0 46,701
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 3,153,263 34,916 SH SOLE 0 0 34,916
SKYWORKS SOLUTIONS INC COM 83088M102 3,316,369 38,797 SH SOLE 0 0 38,797
SMITH A O CORP COM 831865209 2,829,663 50,198 SH SOLE 0 0 50,198
SMUCKER J M CO COM NEW 832696405 975,536 8,204 SH SOLE 0 0 8,204
SNAP ON INC COM 833034101 930,175 2,560 SH SOLE 0 0 2,560
SNOWFLAKE INC COM SHS 833445109 1,520,210 4,477 SH SOLE 0 0 4,477
SOUTHERN CO COM 842587107 1,319,111 15,914 SH SOLE 0 0 15,914
SPOTIFY TECHNOLOGY S A SHS L8681T102 2,818,030 5,782 SH SOLE 0 0 5,782
SPX TECHNOLOGIES INC COM 78473E103 2,035,906 12,007 SH SOLE 0 0 12,007
SS&C TECH HLDGS COM 78467J100 3,719,938 48,267 SH SOLE 0 0 48,267
STANDARDAERO INC COM 85423L103 1,164,984 54,566 SH SOLE 0 0 54,566
STARBUCKS CORP COM 855244109 1,610,662 17,142 SH SOLE 0 0 17,142
STARWOOD PPTY TR INC COM 85571B105 5,175,831 383,395 SH SOLE 0 0 383,395
STATE STR CORP COM 857477103 2,491,225 14,269 SH SOLE 0 0 14,269
STEEL DYNAMICS INC COM 858119100 5,035,202 22,721 SH SOLE 0 0 22,721
STERIS PLC SHS USD G8473T100 422,959 2,014 SH SOLE 0 0 2,014
STERLING INFRASTRUCTURE INC COM 859241101 2,423,492 4,928 SH SOLE 0 0 4,928
STIFEL FINL CORP COM 860630102 963,611 13,758 SH SOLE 0 0 13,758
SUPER MICRO COMPUTER INC COM NEW 86800U302 4,550,228 110,792 SH SOLE 0 0 110,792
TALEN ENERGY CORP COM 87422Q109 2,261,061 7,231 SH SOLE 0 0 7,231
TAPESTRY INC COM 876030107 1,106,339 9,617 SH SOLE 0 0 9,617
TARGA RES CORP COM 87612G101 1,272,619 4,708 SH SOLE 0 0 4,708
TD SYNNEX CORPORATION COM 87162W100 1,063,359 4,140 SH SOLE 0 0 4,140
TECHNIPFMC PLC COM G87110105 944,564 13,907 SH SOLE 0 0 13,907
TELEFLEX INCORPORATED COM 879369106 888,535 7,106 SH SOLE 0 0 7,106
TENET HEALTHCARE CORP COM NEW 88033G407 3,254,046 12,733 SH SOLE 0 0 12,733
TERAWULF INC COM 88080T104 4,091,179 276,431 SH SOLE 0 0 276,431
TESLA INC COM 88160R101 3,229,125 9,101 SH SOLE 0 0 9,101
TETRA TECH INC NEW COM 88162G103 2,872,351 87,173 SH SOLE 0 0 87,173
TEXAS ROADHOUSE INC COM 882681109 6,224,052 39,811 SH SOLE 0 0 39,811
TEXTRON INC COM 883203101 344,119 4,516 SH SOLE 0 0 4,516
TFS FINL CORP COM 87240R107 629,515 38,859 SH SOLE 0 0 38,859
THE REALREAL INC COM 88339P101 98,451 11,137 SH SOLE 0 0 11,137
THE TRADE DESK INC COM CL A 88339J105 2,901,900 238,447 SH SOLE 0 0 238,447
THERMO FISHER SCIENTIFIC INC COM 883556102 442,833 656 SH SOLE 0 0 656
TKO GROUP HOLDINGS INC CL A 87256C101 1,476,400 8,215 SH SOLE 0 0 8,215
T-MOBILE US INC COM 872590104 1,035,720 6,351 SH SOLE 0 0 6,351
TOAST INC CL A 888787108 1,363,894 47,047 SH SOLE 0 0 47,047
TOLL BROTHERS INC COM 889478103 674,154 5,003 SH SOLE 0 0 5,003
TPG INC COM CL A 872657101 949,147 21,508 SH SOLE 0 0 21,508
TRADEWEB MKTS INC CL A 892672106 2,158,481 21,405 SH SOLE 0 0 21,405
TRANSDIGM GROUP INC COM 893641100 3,401,528 3,142 SH SOLE 0 0 3,142
TRAVEL PLUS LEISURE CO COM 894164102 2,135,506 34,516 SH SOLE 0 0 34,516
TTM TECHNOLOGIES INC COM 87305R109 706,821 5,754 SH SOLE 0 0 5,754
U HAUL HOLDING COMPANY COM SER N 023586506 1,282,617 24,269 SH SOLE 0 0 24,269
UBER TECHNOLOGIES INC COM 90353T100 1,571,483 22,938 SH SOLE 0 0 22,938
UDR INC COM 902653104 1,417,890 42,262 SH SOLE 0 0 42,262
UNITEDHEALTH GROUP INC COM 91324P102 817,487 2,227 SH SOLE 0 0 2,227
UNITY SOFTWARE INC COM 91332U101 548,871 13,410 SH SOLE 0 0 13,410
UNIVERSAL HLTH SVCS INC CL B 913903100 1,016,808 5,835 SH SOLE 0 0 5,835
UWM HOLDINGS CORPORATION COM CL A 91823B109 156,891 132,958 SH SOLE 0 0 132,958
V F CORP COM 918204108 911,818 64,852 SH SOLE 0 0 64,852
VALERO ENERGY CORP COM 91913Y100 2,310,931 5,962 SH SOLE 0 0 5,962
VALMONT INDS INC COM 920253101 2,294,529 4,956 SH SOLE 0 0 4,956
VERISIGN INC COM 92343E102 7,039,532 24,962 SH SOLE 0 0 24,962
VERSANT MEDIA GROUP INC COM CL A 925283103 1,329,816 41,950 SH SOLE 0 0 41,950
VERTIV HOLDINGS CO COM CL A 92537N108 1,372,090 5,686 SH SOLE 0 0 5,686
VICI PPTYS INC COM 925652109 1,837,898 80,013 SH SOLE 0 0 80,013
VIKING HOLDINGS LTD ORD SHS G93A5A101 4,645,596 59,308 SH SOLE 0 0 59,308
VISTRA CORP COM 92840M102 3,303,383 23,877 SH SOLE 0 0 23,877
VONTIER CORPORATION COM 928881101 727,475 23,168 SH SOLE 0 0 23,168
VOYA FINANCIAL INC COM 929089100 1,581,405 16,738 SH SOLE 0 0 16,738
WARNER BROS DISCOVERY INC COM SER A 934423104 1,769,534 57,174 SH SOLE 0 0 57,174
WASTE MGMT INC DEL COM 94106L109 5,037,435 24,703 SH SOLE 0 0 24,703
WATSCO INC COM 942622200 503,069 1,662 SH SOLE 0 0 1,662
WAYFAIR INC CL A 94419L101 1,204,567 11,745 SH SOLE 0 0 11,745
WEBULL CORP ORD SHS G9572D103 136,919 19,644 SH SOLE 0 0 19,644
WELLS FARGO & CO COM 949746101 6,991,968 87,345 SH SOLE 0 0 87,345
WESTERN ALLIANCE BANCORP COM 957638109 761,363 10,138 SH SOLE 0 0 10,138
WESTERN DIGITAL CORP COM 958102105 1,628,785 3,584 SH SOLE 0 0 3,584
WESTERN UN CO COM 959802109 213,603 36,204 SH SOLE 0 0 36,204
WESTLAKE CORPORATION COM 960413102 1,475,126 23,674 SH SOLE 0 0 23,674
WEX INC COM 96208T104 2,251,977 13,349 SH SOLE 0 0 13,349
WEYERHAEUSER CO COM NEW 962166104 5,543,550 291,000 SH SOLE 0 0 291,000
WINGSTOP INC COM 974155103 3,536,639 33,564 SH SOLE 0 0 33,564
WW GRAINGER INC COM 384802104 4,691,532 3,766 SH SOLE 0 0 3,766
WYNN RESORTS LTD COM 983134107 3,696,275 46,535 SH SOLE 0 0 46,535
XPO INC COM 983793100 3,586,119 20,378 SH SOLE 0 0 20,378
XYLEM INC COM 98419M100 1,084,805 10,712 SH SOLE 0 0 10,712
YETI HLDGS INC COM 98585X104 683,229 16,656 SH SOLE 0 0 16,656
YUM BRANDS INC COM 988498101 819,539 6,011 SH SOLE 0 0 6,011
ZILLOW GROUP INC CL C CAP STK 98954M200 1,012,329 37,314 SH SOLE 0 0 37,314
ZIONS BANCORPORATION NATL AS COM 989701107 1,521,706 24,289 SH SOLE 0 0 24,289
ZOOM COMMUNICATIONS INC CL A 98980L101 2,981,159 32,843 SH SOLE 0 0 32,843