Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
GOOGL	ALPHABET INC	24,351	$70.55M	2.9%	$41.23	+246.7%	COM	02079K305
AAPL	APPLE INC	258,143	$45.84M	1.9%	$80.59	+92.0%	COM	037833100
MSFT	MICROSOFT CORP	124,994	$42.04M	1.7%	$27.43	+1042.5%	COM	594918104
ACN	ACCENTURE PLC	100,404	$41.62M	1.7%	$177.04	+93.9%	COM	G1151C101
NVDA	NVIDIA CORP	137,671	$40.49M	1.6%	$16.03	+71.3%	COM	67066G104
HD	HOME DEPOT INC	94,507	$39.22M	1.6%	$58.48	+486.8%	COM	437076102
ZTS	ZOETIS INC	159,802	$39M	1.6%	$79.49	+164.8%	COM	98978V103
ORLY	O REILLY AUTOMOTIVE INC	54,906	$38.78M	1.6%	$7.73	+460.1%	COM	67103H107
KLAC	KLA CORP	88,838	$38.21M	1.6%	$98.17	+276.4%	COM	482480100
UNH	UNITEDHEALTH GROUP INC	76,024	$38.17M	1.6%	$171.22	+146.6%	COM	91324P102
FTNT	FORTINET INC	104,398	$37.52M	1.5%	$17.18	+283.1%	COM	34959E109
—	LAM RESEARCH CORP	50,574	$36.37M	1.5%	$63.25	—	COM	512807108
CTAS	CINTAS CORP	81,733	$36.22M	1.5%	$51.61	+101.0%	COM	172908105
CDW	CDW CORP/DE	175,827	$36.01M	1.5%	$66.51	+171.5%	COM	12514G108
MSI	MOTOROLA SOLUTIONS INC	131,324	$35.68M	1.5%	$137.07	+74.7%	COM	620076307
LOW	LOWES COS INC	137,997	$35.67M	1.5%	$138.70	+58.5%	COM	548661107
APH	AMPHENOL CORP	407,496	$35.64M	1.5%	$25.84	+50.6%	COM	032095101
MLM	MARTIN MARIETTA MATERIALS IN	80,856	$35.62M	1.4%	$216.81	+82.2%	COM	573284106
PG	PROCTER & GAMBLE CO	216,860	$35.47M	1.4%	$102.54	+30.8%	COM	742718109
EOG	EOG RESOURCES INC	399,302	$35.47M	1.4%	$58.52	+25.3%	COM	26875P101
WM	WASTE MANAGEMENT INC	208,531	$34.8M	1.4%	$101.19	+48.9%	COM	94106L109
CDNS	CADENCE DESIGN SYSTEMS INC	184,814	$34.44M	1.4%	$67.06	+160.0%	COM	127387108
TMO	THERMO FISHER SCIENTIFIC INC	51,096	$34.09M	1.4%	$244.42	+152.5%	COM	883556102
UNP	UNION PACIFIC CORP	135,275	$34.08M	1.4%	$93.79	+129.2%	COM	907818108
CBRE	CBRE GROUP INC	313,833	$34.05M	1.4%	$49.37	+107.6%	COM	12504L109
SPGI	S&P GLOBAL INC	71,855	$33.91M	1.4%	$192.06	+130.0%	COM	78409V104
COR	AMERISOURCEBERGEN CORP	251,942	$33.48M	1.4%	$98.33	+19.1%	COM	03073E105
RVTY	PERKINELMER INC	164,426	$33.06M	1.3%	$132.11	+35.5%	COM	714046109
G	GENPACT LTD	621,703	$33M	1.3%	$36.68	+29.9%	COM	G3922B107
META	META PLATFORMS INC	97,836	$32.91M	1.3%	$122.90	+168.3%	COM	30303M102
—	HORIZON THERAPEUTICS PLC	301,773	$32.52M	1.3%	$51.52	—	COM	G46188101
RPM	RPM INTERNATIONAL INC	321,653	$32.49M	1.3%	$86.90	+4.7%	COM	749685103
HCA	HCA HEALTHCARE INC	126,266	$32.44M	1.3%	$122.31	+93.0%	COM	40412C101
AKAM	AKAMAI TECHNOLOGIES INC	274,681	$32.15M	1.3%	$92.41	+19.0%	COM	00971T101
ABT	ABBOTT LABORATORIES	226,982	$31.95M	1.3%	$109.30	+8.6%	COM	002824100
DG	DOLLAR GENERAL CORP	134,287	$31.67M	1.3%	$65.92	+213.1%	COM	256677105
ITW	ILLINOIS TOOL WORKS INC	127,930	$31.57M	1.3%	$95.59	+120.0%	COM	452308109
ROP	ROPER TECHNOLOGIES INC	63,329	$31.15M	1.3%	$343.17	+35.2%	COM	776696106
DHR	DANAHER CORP	94,139	$30.97M	1.3%	$270.11	0.0%	COM	235851102
NOW	SERVICENOW INC	47,215	$30.65M	1.2%	$62.52	+110.0%	COM	81762P102
TXN	TEXAS INSTRUMENTS INC	161,655	$30.47M	1.2%	$34.60	+391.7%	COM	882508104
ADBE	ADOBE INC	53,362	$30.26M	1.2%	$137.57	+354.4%	COM	00724F101
ULTA	ULTA BEAUTY INC	71,579	$29.52M	1.2%	$388.51	0.0%	COM	90384S303
JNJ	JOHNSON & JOHNSON	170,147	$29.11M	1.2%	$122.74	+18.2%	COM	478160104
BAH	BOOZ ALLEN HAMILTON HOLDING O	339,174	$28.76M	1.2%	$64.31	+20.9%	COM	099502106
ROST	ROSS STORES INC	250,127	$28.59M	1.2%	$47.56	+124.1%	COM	778296103
MA	MASTERCARD INC	78,666	$28.27M	1.2%	$178.20	+89.6%	COM	57636Q104
VRTX	VERTEX PHARMACEUTICALS INC	125,115	$27.48M	1.1%	$246.21	-21.0%	COM	92532F100
V	VISA INC	124,709	$27.03M	1.1%	$125.60	+65.7%	COM	92826C839
EA	ELECTRONIC ARTS INC	197,784	$26.09M	1.1%	$104.12	+26.3%	COM	285512109
DCI	DONALDSON CO INC	423,936	$25.12M	1.0%	$55.40	-0.2%	COM	257651109
VRT	VERTIV HOLDINGS CO	1,005,457	$25.11M	1.0%	$23.82	+4.6%	COM	92537N108
PYPL	PAYPAL HOLDINGS INC	124,456	$23.47M	1.0%	$85.27	+153.2%	COM	70450Y103
MMM	3M CO	128,379	$22.8M	0.9%	$140.42	-9.4%	COM	88579Y101
AMZN	AMAZONCOM INC	3,305	$11.02M	0.4%	$121.93	+40.4%	COM	023135106
AER	AERCAP HOLDINGS NV	164,970	$10.79M	0.4%	$33.61	+81.3%	COM	N00985106
TOELY	TOKYO ELECTRON LTD	73,504	$10.58M	0.4%	$47.14	—	COM	889110102
FN	FABRINET	88,603	$10.5M	0.4%	$65.57	+69.0%	COM	G3323L100
SBGSY	SCHNEIDER ELECTRIC SE	266,367	$10.45M	0.4%	$16.50	—	COM	80687P106
VEOEY	VEOLIA ENVIRONNEMENT SA	283,771	$10.41M	0.4%	$24.39	—	COM	92334N103
SONY	SONY GROUP CORP	81,509	$10.3M	0.4%	$80.31	—	COM	835699307
STE	STERIS PLC	42,031	$10.23M	0.4%	$110.62	+99.1%	COM	G8473T100
CGEMY	CAPGEMINI SE	207,509	$10.17M	0.4%	$20.86	—	COM	13961R100
ICLR	ICON PLC	32,706	$10.13M	0.4%	$58.32	+379.8%	COM	G4705A100
DOO	BRP INC	113,073	$9.918M	0.4%	$79.18	+5.7%	COM	05577W200
—	CRH PLC	186,002	$9.821M	0.4%	$34.36	—	COM	12626K203
ARKAY	ARKEMA SA	68,239	$9.611M	0.4%	$81.79	—	COM	041232109
TSM	TAIWAN SEMICONDUCTOR MANUFAC U	79,867	$9.609M	0.4%	$19.19	—	COM	874039100
UBS	UBS GROUP AG	537,310	$9.602M	0.4%	$15.37	+14.5%	COM	H42097107
NXPI	NXP SEMICONDUCTORS NV	41,898	$9.544M	0.4%	$79.60	+147.0%	COM	N6596X109
LNVGY	LENOVO GROUP LTD	412,248	$9.476M	0.4%	$16.23	—	COM	526250105
NOMD	NOMAD FOODS LTD	371,360	$9.429M	0.4%	$20.72	+24.6%	COM	G6564A105
IFNNY	INFINEON TECHNOLOGIES AG	202,487	$9.386M	0.4%	$17.98	—	COM	45662N103
RHHBY	ROCHE HOLDING AG	180,296	$9.32M	0.4%	$41.12	—	COM	771195104
ACGL	ARCH CAPITAL GROUP LTD	209,181	$9.298M	0.4%	$37.15	+8.6%	COM	G0450A105
SHECY	SHIN-ETSU CHEMICAL CO LTD	213,464	$9.231M	0.4%	$24.85	—	COM	824551105
DHLGY	DEUTSCHE POST AG	143,532	$9.198M	0.4%	$68.14	—	COM	25157Y202
STLA	STELLANTIS NV	488,494	$9.164M	0.4%	$17.79	—	COM	N82405106
UOVEY	UNITED OVERSEAS BANK LTD	224,975	$8.978M	0.4%	$38.45	—	COM	911271302
KB	KB FINANCIAL GROUP INC	193,050	$8.911M	0.4%	$27.19	—	COM	48241A105
LUKOY	LUKOIL PJSC	97,977	$8.798M	0.4%	$56.23	—	COM	69343P105
—	CANADIAN PACIFIC RAILWAY LTD	122,180	$8.79M	0.4%	$99.13	—	COM	13645T100
IBN	ICICI BANK LTD	437,909	$8.666M	0.4%	$14.86	—	COM	45104G104
EADSY	AIRBUS SE	268,273	$8.57M	0.3%	$31.95	—	COM	009279100
KLIC	KULICKE & SOFFA INDUSTRIES I C	138,213	$8.367M	0.3%	$55.02	-3.1%	COM	501242101
GIB	CGI INC	94,272	$8.343M	0.3%	$65.67	+32.7%	COM	12532H104
CABGY	CARLSBERG AS	240,406	$8.304M	0.3%	$26.97	—	COM	142795202
RDY	DR REDDYS LABORATORIES LTD	126,492	$8.274M	0.3%	$40.33	—	COM	256135203
XNGSY	ENN ENERGY HOLDINGS LTD	108,965	$8.207M	0.3%	$45.00	—	COM	26876F102
—	BAYERISCHE MOTOREN WERKE AG	245,124	$8.187M	0.3%	$33.40	—	COM	072743305
—	SBERBANK OF RUSSIA PJSC	520,730	$8.154M	0.3%	$15.12	—	COM	80585Y308
ALIZY	ALLIANZ SE	336,770	$7.951M	0.3%	$16.95	—	COM	018820100
CRRFY	CARREFOUR SA	2,163,473	$7.925M	0.3%	$3.20	—	COM	144430204
TCEHY	TENCENT HOLDINGS LTD	134,567	$7.885M	0.3%	$63.66	—	COM	88032Q109
BKRKY	BANK RAKYAT INDONESIA PERSER	539,734	$7.782M	0.3%	$14.47	—	COM	69366X100
NTDOY	NINTENDO CO LTD	131,902	$7.699M	0.3%	$46.37	—	COM	654445303
ALPMY	ASTELLAS PHARMA INC	469,618	$7.628M	0.3%	$16.92	—	COM	04623U102
ITVPY	ITV PLC	505,092	$7.563M	0.3%	$14.97	—	COM	45069P107
VLVLY	VOLVO AB	326,488	$7.56M	0.3%	$24.07	—	COM	928854108
JAZZ	JAZZ PHARMACEUTICALS PLC	53,716	$6.843M	0.3%	$137.53	-4.4%	COM	G50871105
—	GEELY AUTOMOBILE HOLDINGS LT	124,808	$6.82M	0.3%	$44.58	—	COM	36847Q103
CSTM	CONSTELLIUM SE	379,794	$6.802M	0.3%	$19.10	-3.9%	COM	F21107101
JOYY	JOYY INC	141,893	$6.446M	0.3%	$55.31	—	COM	46591M109
ERIC	TELEFONAKTIEBOLAGET LM ERICS O	568,360	$6.178M	0.3%	$11.91	—	COM	294821608
NTOIY	NESTE OYJ	248,584	$6.129M	0.2%	$26.49	—	COM	64104Y106
WHGLY	WH GROUP LTD	456,293	$5.724M	0.2%	$16.94	—	COM	92890T205
SFTBY	SOFTBANK GROUP CORP	229,646	$5.523M	0.2%	$19.32	—	COM	83404D109
BABA	ALIBABA GROUP HOLDING LTD	35,790	$4.251M	0.2%	$214.13	—	COM	01609W102
VIPS	VIPSHOP HOLDINGS LTD	475,675	$3.996M	0.2%	$18.11	—	COM	92763W103
NSSC	NAPCO SECURITY TECHNOLOGIES N	31,428	$2.948M	0.1%	$18.22	+25.0%	COM	630402105
SITM	SITIME CORP	9,760	$2.855M	0.1%	$102.17	+156.5%	COM	82982T106
—	MIMECAST LTD	24,969	$1.987M	0.1%	$45.71	—	COM	G14838109
—	NV5 GLOBAL INC	14,341	$1.981M	0.1%	$57.85	—	COM	62945V109
AMN	AMN HEALTHCARE SERVICES INC	15,729	$1.924M	0.1%	$75.81	+46.4%	COM	001744101
HLI	HOULIHAN LOKEY INC	18,512	$1.916M	0.1%	$67.86	+45.9%	COM	441593100
CHRD	OASIS PETROLEUM INC	15,108	$1.903M	0.1%	$61.32	+28.4%	COM	674215207
BLD	TOPBUILD CORP	6,797	$1.875M	0.1%	$161.57	+58.4%	COM	89055F103
OMCL	OMNICELL INC	10,171	$1.835M	0.1%	$84.14	+106.2%	COM	68213N109
ONTO	ONTO INNOVATION INC	18,046	$1.827M	0.1%	$72.71	+18.7%	COM	683344105
GOOG	ALPHABET INC CLASS C	624	$1.806M	0.1%	$35.61	+302.8%	COM	02079K107
EXLS	EXLSERVICE HOLDINGS INC	12,313	$1.783M	0.1%	$12.86	+104.7%	COM	302081104
KNSL	KINSALE CAPITAL GROUP INC	7,477	$1.779M	0.1%	$165.08	+18.5%	COM	49714P108
MTH	MERITAGE HOMES CORP	13,886	$1.695M	0.1%	$45.34	+23.1%	COM	59001A102
QLYS	QUALYS INC	12,179	$1.671M	0.1%	$89.31	+43.1%	COM	74758T303
TREX	TREX CO INC	12,101	$1.634M	0.1%	$52.84	+127.2%	COM	89531P105
UFPI	UFP INDUSTRIES INC	17,489	$1.609M	0.1%	$63.74	+31.9%	COM	90278Q108
—	EVERI HOLDINGS INC	75,323	$1.608M	0.1%	$14.44	—	COM	30034T103
MPWR	MONOLITHIC POWER SYSTEMS INC	3,211	$1.584M	0.1%	$111.66	+347.9%	COM	609839105
MEDP	MEDPACE HOLDINGS INC	7,157	$1.558M	0.1%	$74.00	+183.0%	COM	58506Q109
FIX	COMFORT SYSTEMS USA INC	15,383	$1.522M	0.1%	$46.00	+97.3%	COM	199908104
FFWM	FIRST FOUNDATION INC	60,995	$1.516M	0.1%	$21.43	+19.2%	COM	32026V104
BOX	BOX INC	57,656	$1.51M	0.1%	$17.95	+43.6%	COM	10316T104
STRL	STERLING CONSTRUCTION CO INC	56,327	$1.481M	0.1%	$22.00	+16.9%	COM	859241101
AMPH	AMPHASTAR PHARMACEUTICALS IN	63,559	$1.48M	0.1%	$18.91	+8.1%	COM	03209R103
SMPL	SIMPLY GOOD FOODS CO	34,916	$1.451M	0.1%	$36.00	+6.0%	COM	82900L102
FCN	FTI CONSULTING INC	9,359	$1.436M	0.1%	$116.22	+25.5%	COM	302941109
FOXF	FOX FACTORY HOLDING CORP	8,405	$1.43M	0.1%	$69.66	+140.3%	COM	35138V102
KBH	KB HOME	31,546	$1.411M	0.1%	$32.23	+21.2%	COM	48666K109
CARG	CARGURUS INC	41,728	$1.404M	0.1%	$30.23	+16.2%	COM	141788109
CHCT	COMMUNITY HEALTHCARE TRUST I C	28,986	$1.37M	0.1%	$46.34	—	COM	20369C106
BRSL	INTERNATIONAL GAME TECHNOLOG	47,165	$1.364M	0.1%	$10.80	+86.1%	COM	G4863A108
—	PERFICIENT INC	10,549	$1.364M	0.1%	$36.23	—	COM	71375U101
MMS	MAXIMUS INC	16,659	$1.327M	0.1%	$81.76	-0.0%	COM	577933104
CSCO	CISCO SYSTEMS INC	20,855	$1.322M	0.1%	$29.51	+71.0%	COM	17275R102
—	INSTRUCTURE HOLDINGS INC	55,062	$1.32M	0.1%	$23.97	—	COM	457790103
MGRC	MCGRATH RENTCORP	16,398	$1.316M	0.1%	$57.10	+35.1%	COM	580589109
DECK	DECKERS OUTDOOR CORP	3,575	$1.31M	0.1%	$27.13	+137.7%	COM	243537107
OPRX	OPTIMIZERX CORP	21,020	$1.306M	0.1%	$50.89	+48.9%	COM	68401U204
GMED	GLOBUS MEDICAL INC	18,033	$1.302M	0.1%	$42.75	+69.8%	COM	379577208
PRU	PRUDENTIAL FINANCIAL INC	11,844	$1.282M	0.1%	$55.32	+60.6%	COM	744320102
—	CHANNELADVISOR CORP	51,244	$1.265M	0.1%	$24.52	—	COM	159179100
TSEM	TOWER SEMICONDUCTOR LTD	31,361	$1.244M	0.1%	$24.05	+44.4%	COM	M87915274
CAMT	CAMTEK LTD/ISRAEL	27,030	$1.244M	0.1%	$24.52	+70.9%	COM	M20791105
APPS	DIGITAL TURBINE INC	20,265	$1.236M	0.1%	$62.01	+9.7%	COM	25400W102
—	AMEDISYS INC	7,632	$1.235M	0.1%	$148.98	—	COM	023436108
ORCL	ORACLE CORP	14,106	$1.23M	0.1%	$32.94	+169.9%	COM	68389X105
JPM	JPMORGAN CHASE & CO	7,660	$1.213M	0.0%	$60.62	+143.8%	COM	46625H100
BRK/B	BERKSHIRE HATHAWAY INC	4,027	$1.204M	0.0%	$280.86	+2.0%	COM	084670702
ADUS	ADDUS HOMECARE CORP	12,689	$1.187M	0.0%	$101.76	-11.6%	COM	006739106
EBCOY	EBARA CORP	42,315	$1.174M	0.0%	$18.20	—	COM	278614201
TXRH	TEXAS ROADHOUSE INC	13,120	$1.171M	0.0%	$85.97	-3.9%	COM	882681109
TTEC	TTEC HOLDINGS INC	12,828	$1.162M	0.0%	$103.51	-12.4%	COM	89854H102
VET	VERMILION ENERGY INC	91,677	$1.154M	0.0%	$7.66	+42.1%	COM	923725105
LAD	LITHIA MOTORS INC	3,877	$1.151M	0.0%	$231.09	+33.7%	COM	536797103
IFS	INTERCORP FINANCIAL SERVICES I	43,402	$1.145M	0.0%	$22.58	+13.1%	COM	P5626F128
CI	CIGNA CORP	4,944	$1.135M	0.0%	$189.27	+4.2%	COM	125523100
EXPI	EXP WORLD HOLDINGS INC	33,568	$1.131M	0.0%	$38.74	0.0%	COM	30212W100
MBUU	MALIBU BOATS INC	16,446	$1.13M	0.0%	$60.95	+15.2%	COM	56117J100
TYOYY	TAIYO YUDEN CO LTD	4,890	$1.124M	0.0%	$135.66	—	COM	874047202
—	II-VI INC	16,390	$1.12M	0.0%	$66.42	—	COM	902104108
FELTY	FUJI ELECTRIC CO LTD	81,720	$1.114M	0.0%	$8.30	—	COM	35955T107
—	CELESTICA INC	99,601	$1.109M	0.0%	$5.72	—	COM	15101Q108
VLRS	CONTROLADORA VUELA CIA DE AV A	61,736	$1.109M	0.0%	$11.02	—	COM	21240E105
—	ENERPLUS CORP	103,799	$1.098M	0.0%	$7.28	—	COM	292766102
SIMO	SILICON MOTION TECHNOLOGY CO P	11,413	$1.085M	0.0%	$47.60	—	COM	82706C108
APAM	ARTISAN PARTNERS ASSET MANAG M	22,650	$1.079M	0.0%	$33.12	-0.3%	COM	04316A108
MX	MAGNACHIP SEMICONDUCTOR CORP	51,223	$1.074M	0.0%	$13.81	+33.8%	COM	55933J203
IMOS	CHIPMOS TECHNOLOGIES INC	30,461	$1.07M	0.0%	$22.31	—	COM	16965P202
NMIH	NMI HOLDINGS INC	48,882	$1.068M	0.0%	$16.70	+33.0%	COM	629209305
WMT	WALMART INC	7,350	$1.063M	0.0%	$23.10	+95.6%	COM	931142103
THUPY	THULE GROUP AB	35,136	$1.063M	0.0%	$19.99	—	COM	88604M106
ABBV	ABBVIE INC	7,828	$1.06M	0.0%	$74.66	+36.2%	COM	00287Y109
CMCSA	COMCAST CORP	21,051	$1.059M	0.0%	$31.44	+46.7%	COM	20030N101
NEE	NEXTERA ENERGY INC	11,332	$1.058M	0.0%	$62.93	+22.9%	COM	65339F101
PERI	PERION NETWORK LTD	43,879	$1.055M	0.0%	$24.40	0.0%	COM	M78673114
—	LABORATORY CORP OF AMERICA H L	3,354	$1.054M	0.0%	$209.75	—	COM	50540R409
OMAB	GRUPO AEROPORTUARIO DEL CENT O	19,431	$1.043M	0.0%	$54.44	—	COM	400501102
CCK	CROWN HOLDINGS INC	9,253	$1.024M	0.0%	$56.95	+78.6%	COM	228368106
NPNYY	NIPPON YUSEN KK	66,954	$1.019M	0.0%	$6.21	—	COM	654633304
—	TRITON INTERNATIONAL LTD/BER U	16,743	$1.008M	0.0%	$46.75	—	COM	G9078F107
—	MASONITE INTERNATIONAL CORP	8,536	$1.007M	0.0%	$85.48	—	COM	575385109
MBRFY	MARFRIG GLOBAL FOODS SA	253,936	$1.006M	0.0%	$3.12	—	COM	56656T105
NTB	BANK OF NT BUTTERFIELD & SON L	26,259	$1.001M	0.0%	$25.32	+22.1%	COM	G0772R208
TCCPY	TECHNOPRO HOLDINGS INC	164,013	$994K	0.0%	$6.91	—	COM	87875T204
SYY	SYSCO CORP	12,587	$989K	0.0%	$59.63	+15.3%	COM	871829107
—	WNS HOLDINGS LTD	11,191	$987K	0.0%	$65.67	—	COM	92932M101
AITUY	ANRITSU CORP	63,085	$973K	0.0%	$15.42	—	COM	036335107
ANSLY	ANSELL LTD	10,603	$972K	0.0%	$88.29	—	COM	03634M208
MKSI	MKS INSTRUMENTS INC	5,559	$968K	0.0%	$174.73	-13.5%	COM	55306N104
KOF	COCA-COLA FEMSA SAB DE CV	17,526	$960K	0.0%	$49.48	—	COM	191241108
CASY	CASEYS GENERAL STORES INC	4,861	$959K	0.0%	$190.87	-1.2%	COM	147528103
PBSFY	PROSIEBENSAT1 MEDIA SE	239,494	$954K	0.0%	$3.73	—	COM	743476202
ESNT	ESSENT GROUP LTD	20,817	$948K	0.0%	$34.97	+21.5%	COM	G3198U102
LPRO	OPEN LENDING CORP	41,983	$944K	0.0%	$28.33	0.0%	COM	68373J104
—	PRIMO WATER CORP	53,507	$943K	0.0%	$12.12	—	COM	74167P108
WBRBY	WIENERBERGER AG	126,690	$932K	0.0%	$5.46	—	COM	967662107
APEMY	APERAM SA	17,073	$927K	0.0%	$41.33	—	COM	03754H104
SYF	SYNCHRONY FINANCIAL	19,859	$921K	0.0%	$28.21	+54.9%	COM	87165B103
MEOH	METHANEX CORP	22,706	$898K	0.0%	$36.88	+20.4%	COM	59151K108
OEC	ORION ENGINEERED CARBONS SA	48,082	$883K	0.0%	$18.22	+2.2%	COM	L72967109
RNMBY	RHEINMETALL AG	46,704	$882K	0.0%	$17.28	—	COM	76206K107
CMBT	EURONAV NV	98,614	$877K	0.0%	$5.08	+13.5%	COM	B38564108
ACKAY	ARCELIK AS	47,934	$874K	0.0%	$17.37	—	COM	03937X109
NHNKY	NIHON KOHDEN CORP	63,305	$867K	0.0%	$14.37	—	COM	65412C108
SUOPY	SUMCO CORP	21,184	$864K	0.0%	$32.99	—	COM	86558P109
—	VITESCO TECHNOLOGIES GROUP A	87,263	$857K	0.0%	$9.82	—	COM	92853L108
COF	CAPITAL ONE FINANCIAL CORP	5,901	$856K	0.0%	$69.92	+105.1%	COM	14040H105
TGT	TARGET CORP	3,684	$853K	0.0%	$124.45	+72.1%	COM	87612E106
APELY	ALPS ALPINE CO LTD	44,167	$832K	0.0%	$23.23	—	COM	021090204
ERO	ERO COPPER CORP	54,178	$828K	0.0%	$18.63	-7.2%	COM	296006109
FLWS	1-800-FLOWERSCOM INC	34,370	$803K	0.0%	$31.21	-6.9%	COM	68243Q106
MGNI	MAGNITE INC	45,084	$789K	0.0%	$30.09	-25.1%	COM	55955D100
CCOEY	CAPCOM CO LTD	65,389	$769K	0.0%	$13.50	—	COM	13916V107
T	AT&T INC	24,836	$611K	0.0%	$13.46	+9.0%	COM	00206R102
UPLD	UPLAND SOFTWARE INC	30,495	$547K	0.0%	$36.72	-30.7%	COM	91544A109
EXR	EXTRA SPACE STORAGE INC	2,322	$526K	0.0%	$93.43	+79.1%	COM	30225T102
CHGG	CHEGG INC	16,361	$502K	0.0%	$46.56	-12.9%	COM	163092109
NSA	NATIONAL STORAGE AFFILIATES R	6,482	$449K	0.0%	$36.00	—	COM	637870106
AZO	AUTOZONE INC	207	$434K	0.0%	$1168.11	+59.4%	COM	053332102
SPG	SIMON PROPERTY GROUP INC	2,557	$409K	0.0%	$48.49	+150.1%	COM	828806109
EGP	EASTGROUP PROPERTIES INC	1,789	$408K	0.0%	$138.09	—	COM	277276101
PLD	PROLOGIS INC	2,351	$396K	0.0%	$87.45	+50.9%	COM	74340W103
—	MARATHON OIL CORP	23,078	$379K	0.0%	$4.43	—	COM	565849106
UDR	UDR INC	6,031	$362K	0.0%	$30.14	+59.3%	COM	902653104
SBAC	SBA COMMUNICATIONS CORP	916	$356K	0.0%	$274.16	+20.2%	COM	78410G104
AMH	AMERICAN HOMES 4 RENT	8,070	$352K	0.0%	$30.04	—	COM	02665T306
—	PS BUSINESS PARKS INC	1,895	$349K	0.0%	$133.00	—	COM	69360J107
MPC	MARATHON PETROLEUM CORP	5,458	$349K	0.0%	$31.29	+86.7%	COM	56585A102
ESS	ESSEX PROPERTY TRUST INC	966	$340K	0.0%	$192.56	+51.4%	COM	297178105
—	DUKE REALTY CORP	5,140	$337K	0.0%	$65.56	—	COM	264411505
AMT	AMERICAN TOWER CORP	1,153	$337K	0.0%	$202.60	+18.2%	COM	03027X100
VICI	VICI PROPERTIES INC	11,043	$333K	0.0%	$19.67	+17.7%	COM	925652109
CVS	CVS HEALTH CORP	3,182	$328K	0.0%	$55.22	+45.8%	COM	126650100
AMP	AMERIPRISE FINANCIAL INC	1,036	$313K	0.0%	$127.28	+118.6%	COM	03076C106
GLPI	GAMING AND LEISURE PROPERTIE	6,329	$308K	0.0%	$42.47	—	COM	36467J108
CNP	CENTERPOINT ENERGY INC	10,793	$301K	0.0%	$19.40	+23.8%	COM	15189T107
—	SL GREEN REALTY CORP	4,173	$299K	0.0%	$71.65	—	COM	78440X804
PFG	PRINCIPAL FINANCIAL GROUP	3,971	$287K	0.0%	$37.97	+58.4%	COM	74251V102
—	STORE CAPITAL CORP	8,276	$285K	0.0%	$33.94	—	COM	862121100
CB	CHUBB LTD	1,465	$283K	0.0%	$130.07	+36.5%	COM	H1467J104
FCPT	FOUR CORNERS PROPERTY TRUST N	9,439	$278K	0.0%	$26.07	—	COM	35086T109
AFL	AFLAC INC	4,711	$275K	0.0%	$36.33	+40.3%	COM	001055102
PPG	PPG INDUSTRIES INC	1,590	$274K	0.0%	$125.98	+17.1%	COM	693506107
—	EASTERLY GOVERNMENT PROPERTI S	11,917	$273K	0.0%	$22.63	—	COM	27616P103
CTRE	CARETRUST REIT INC	11,873	$271K	0.0%	$22.15	—	COM	14174T107
MAS	MASCO CORP	3,747	$263K	0.0%	$50.39	+18.7%	COM	574599106
—	DISCOVER FINANCIAL SERVICES	2,259	$261K	0.0%	$90.49	—	COM	254709108
PH	PARKER-HANNIFIN CORP	797	$254K	0.0%	$182.81	+60.1%	COM	701094104
ELV	ANTHEM INC	547	$254K	0.0%	$247.08	+60.7%	COM	036752103
GD	GENERAL DYNAMICS	1,218	$254K	0.0%	$130.64	+41.8%	COM	369550108
TRV	THE TRAVELERS COS INC	1,626	$254K	0.0%	$115.62	+24.5%	COM	89417E109
ALL	THE ALLSTATE CORP	2,127	$250K	0.0%	$87.30	+22.4%	COM	020002101
NRG	NRG ENERGY INC	5,574	$240K	0.0%	$32.32	+8.2%	COM	629377508
WDC	WESTERN DIGITAL CORP	3,554	$232K	0.0%	$33.07	+30.9%	COM	958102105
AMGN	AMGEN INC	1,007	$227K	0.0%	$122.27	+51.4%	COM	031162100
NHI	NATIONAL HEALTH INVESTORS IN	3,918	$225K	0.0%	$68.75	—	COM	63633D104
INGR	INGREDION INC	2,195	$212K	0.0%	$96.21	0.0%	COM	457187102
VSS	VANGUARD FTSE ALL WORLD EX-U	1,558	$209K	0.0%	$134.15	—	COM	922042718
INTC	INTEL CORP	4,053	$209K	0.0%	$44.02	+7.4%	COM	458140100
AES	AES CORP	8,487	$206K	0.0%	$20.67	0.0%	COM	00130H105
TMUS	T-MOBILE US INC	1,764	$205K	0.0%	$119.15	-4.6%	COM	872590104