Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
GOOGL	ALPHABET INC	23,997	$66.74M	3.0%	$41.23	+227.0%	COM	02079K305
AAPL	APPLE INC	245,090	$42.8M	1.9%	$80.59	+104.5%	COM	037833100
MSFT	MICROSOFT CORP	121,789	$37.55M	1.7%	$27.43	+962.2%	COM	594918104
UNP	UNION PACIFIC CORP	130,039	$35.53M	1.6%	$93.79	+145.8%	COM	907818108
VRTX	VERTEX PHARMACEUTICALS INC	135,306	$35.31M	1.6%	$245.54	-3.3%	COM	92532F100
CTAS	CINTAS CORP	81,099	$34.5M	1.6%	$51.61	+81.9%	COM	172908105
COR	AMERISOURCEBERGEN CORP	214,042	$33.11M	1.5%	$98.33	+38.5%	COM	03073E105
FTNT	FORTINET INC	96,420	$32.95M	1.5%	$17.18	+261.9%	COM	34959E109
WM	WASTE MANAGEMENT INC	204,760	$32.45M	1.5%	$101.19	+40.8%	COM	94106L109
AKAM	AKAMAI TECHNOLOGIES INC	270,960	$32.35M	1.5%	$92.41	+21.4%	COM	00971T101
UNH	UNITEDHEALTH GROUP INC	63,392	$32.33M	1.5%	$171.22	+163.5%	COM	91324P102
KLAC	KLA CORP	87,464	$32.02M	1.4%	$98.17	+265.7%	COM	482480100
EOG	EOG RESOURCES INC	267,825	$31.93M	1.4%	$58.52	+59.7%	COM	26875P101
ORLY	O REILLY AUTOMOTIVE INC	46,586	$31.91M	1.4%	$7.73	+478.1%	COM	67103H107
PG	PROCTER & GAMBLE CO	208,348	$31.84M	1.4%	$102.54	+38.6%	COM	742718109
MSI	MOTOROLA SOLUTIONS INC	131,089	$31.75M	1.4%	$137.07	+61.8%	COM	620076307
NVDA	NVIDIA CORP	116,112	$31.68M	1.4%	$16.03	+56.2%	COM	67066G104
—	HORIZON THERAPEUTICS PLC	299,685	$31.53M	1.4%	$51.52	—	COM	G46188101
TXN	TEXAS INSTRUMENTS INC	170,306	$31.25M	1.4%	$40.83	+285.2%	COM	882508104
HCA	HCA HEALTHCARE INC	123,608	$30.98M	1.4%	$122.31	+98.4%	COM	40412C101
CDW	CDW CORP/DE	173,072	$30.96M	1.4%	$66.51	+161.9%	COM	12514G108
JNJ	JOHNSON & JOHNSON	172,806	$30.63M	1.4%	$123.19	+23.2%	COM	478160104
MLM	MARTIN MARIETTA MATERIALS IN	79,422	$30.57M	1.4%	$216.81	+74.4%	COM	573284106
CDNS	CADENCE DESIGN SYSTEMS INC	185,633	$30.53M	1.4%	$67.06	+128.8%	COM	127387108
ACN	ACCENTURE PLC	90,356	$30.47M	1.4%	$177.04	+79.9%	COM	G1151C101
TMO	THERMO FISHER SCIENTIFIC INC	51,104	$30.18M	1.4%	$244.42	+132.4%	COM	883556102
APH	AMPHENOL CORP	400,200	$30.16M	1.4%	$25.84	+44.4%	COM	032095101
DG	DOLLAR GENERAL CORP	134,872	$30.03M	1.4%	$65.92	+201.7%	COM	256677105
ZTS	ZOETIS INC	158,352	$29.86M	1.3%	$79.49	+139.4%	COM	98978V103
ROP	ROPER TECHNOLOGIES INC	63,213	$29.85M	1.3%	$343.17	+28.0%	COM	776696106
SPGI	S&P GLOBAL INC	71,687	$29.41M	1.3%	$192.06	+105.2%	COM	78409V104
MO	ALTRIA GROUP INC	559,208	$29.22M	1.3%	$37.13	0.0%	COM	02209S103
LMT	LOCKHEED MARTIN CORP	66,154	$29.2M	1.3%	$365.10	0.0%	COM	539830109
CBRE	CBRE GROUP INC	310,857	$28.45M	1.3%	$49.37	+97.3%	COM	12504L109
RVTY	PERKINELMER INC	162,575	$28.36M	1.3%	$132.11	+33.3%	COM	714046109
HD	HOME DEPOT INC	93,710	$28.05M	1.3%	$58.48	+436.9%	COM	437076102
V	VISA INC	125,528	$27.84M	1.3%	$125.60	+67.2%	COM	92826C839
ULTA	ULTA BEAUTY INC	69,794	$27.79M	1.3%	$388.51	-3.1%	COM	90384S303
LOW	LOWES COS INC	137,415	$27.78M	1.3%	$138.70	+53.8%	COM	548661107
RJF	RAYMOND JAMES FINANCIAL INC	247,135	$27.16M	1.2%	$99.95	0.0%	COM	754730109
G	GENPACT LTD	623,529	$27.13M	1.2%	$36.68	+19.9%	COM	G3922B107
—	LAM RESEARCH CORP	50,458	$27.13M	1.2%	$63.25	—	COM	512807108
MA	MASTERCARD INC	74,867	$26.76M	1.2%	$178.20	+97.3%	COM	57636Q104
ITW	ILLINOIS TOOL WORKS INC	127,068	$26.61M	1.2%	$95.59	+113.1%	COM	452308109
NOW	SERVICENOW INC	47,617	$26.52M	1.2%	$62.52	+79.2%	COM	81762P102
ABT	ABBOTT LABORATORIES	223,395	$26.44M	1.2%	$109.30	+5.5%	COM	002824100
EA	ELECTRONIC ARTS INC	205,522	$26M	1.2%	$105.00	+21.3%	COM	285512109
DHR	DANAHER CORP	85,770	$25.16M	1.1%	$270.11	-9.0%	COM	235851102
ADBE	ADOBE INC	54,058	$24.63M	1.1%	$141.99	+238.8%	COM	00724F101
ROST	ROSS STORES INC	261,982	$23.7M	1.1%	$49.53	+83.9%	COM	778296103
META	META PLATFORMS INC	105,496	$23.46M	1.1%	$131.99	+88.0%	COM	30303M102
DCI	DONALDSON CO INC	441,043	$22.9M	1.0%	$55.23	-7.5%	COM	257651109
MMM	3M CO	149,602	$22.27M	1.0%	$136.75	-16.2%	COM	88579Y101
VRT	VERTIV HOLDINGS CO	1,291,433	$18.08M	0.8%	$22.47	-21.2%	COM	92537N108
AMZN	AMAZONCOM INC	3,341	$10.89M	0.5%	$122.28	+26.4%	COM	023135106
VET	VERMILION ENERGY INC	481,859	$10.13M	0.5%	$15.83	+12.1%	COM	923725105
—	CANADIAN PACIFIC RAILWAY LTD	118,192	$9.756M	0.4%	$99.13	—	COM	13645T100
UOVEY	UNITED OVERSEAS BANK LTD	200,392	$9.483M	0.4%	$38.45	—	COM	911271302
CRRFY	CARREFOUR SA	2,162,038	$9.452M	0.4%	$3.20	—	COM	144430204
ACGL	ARCH CAPITAL GROUP LTD	194,895	$9.437M	0.4%	$37.15	+19.0%	COM	G0450A105
TOELY	TOKYO ELECTRON LTD	71,779	$9.351M	0.4%	$47.14	—	COM	889110102
FN	FABRINET	88,619	$9.317M	0.4%	$65.57	+61.1%	COM	G3323L100
ITUB	ITAU UNIBANCO HOLDING SA	1,630,288	$9.309M	0.4%	$5.71	—	COM	465562106
JAZZ	JAZZ PHARMACEUTICALS PLC	59,697	$9.293M	0.4%	$138.29	+4.9%	COM	G50871105
CGEMY	CAPGEMINI SE	202,148	$9.109M	0.4%	$20.86	—	COM	13961R100
KB	KB FINANCIAL GROUP INC	185,208	$9.044M	0.4%	$27.19	—	COM	48241A105
VEOEY	VEOLIA ENVIRONNEMENT SA	275,260	$8.909M	0.4%	$24.39	—	COM	92334N103
DOO	BRP INC	108,017	$8.835M	0.4%	$79.18	-7.5%	COM	05577W200
SBGSY	SCHNEIDER ELECTRIC SE	260,259	$8.812M	0.4%	$16.50	—	COM	80687P106
BKRKY	BANK RAKYAT INDONESIA PERSER	541,591	$8.786M	0.4%	$14.47	—	COM	69366X100
UBS	UBS GROUP AG	447,553	$8.745M	0.4%	$15.37	+23.1%	COM	H42097107
RHHBY	ROCHE HOLDING AG	175,322	$8.663M	0.4%	$41.12	—	COM	771195104
LNVGY	LENOVO GROUP LTD	393,018	$8.552M	0.4%	$16.23	—	COM	526250105
NTDOY	NINTENDO CO LTD	133,772	$8.416M	0.4%	$46.60	—	COM	654445303
KLIC	KULICKE & SOFFA INDUSTRIES I C	147,745	$8.277M	0.4%	$54.80	-5.9%	COM	501242101
IBN	ICICI BANK LTD	434,350	$8.227M	0.4%	$14.86	—	COM	45104G104
SHECY	SHIN-ETSU CHEMICAL CO LTD	212,433	$8.222M	0.4%	$24.85	—	COM	824551105
TSM	TAIWAN SEMICONDUCTOR MANUFAC U	78,620	$8.197M	0.4%	$19.19	—	COM	874039100
SONY	SONY GROUP CORP	79,698	$8.186M	0.4%	$80.31	—	COM	835699307
ALIZY	ALLIANZ SE	340,841	$8.105M	0.4%	$17.03	—	COM	018820100
ARKAY	ARKEMA SA	66,367	$8.03M	0.4%	$81.79	—	COM	041232109
EADSY	AIRBUS SE	261,419	$8.025M	0.4%	$31.95	—	COM	009279100
VCISY	VINCI SA	308,901	$7.99M	0.4%	$25.87	—	COM	927320101
CSTM	CONSTELLIUM SE	442,824	$7.971M	0.4%	$18.98	-3.9%	COM	F21107101
NOMD	NOMAD FOODS LTD	348,208	$7.863M	0.4%	$20.72	+17.3%	COM	G6564A105
ICLR	ICON PLC	32,319	$7.861M	0.4%	$58.32	+329.7%	COM	G4705A100
GLNCY	GLENCORE PLC	598,527	$7.811M	0.4%	$13.05	—	COM	37827X100
HCMLY	HOLCIM LTD	792,802	$7.804M	0.4%	$9.84	—	COM	43475E105
CPRI	CAPRI HOLDINGS LTD	150,547	$7.737M	0.3%	$59.89	0.0%	COM	G1890L107
NXPI	NXP SEMICONDUCTORS NV	41,356	$7.654M	0.3%	$79.60	+129.7%	COM	N6596X109
STLA	STELLANTIS NV	468,091	$7.616M	0.3%	$17.79	—	COM	N82405106
ALPMY	ASTELLAS PHARMA INC	483,681	$7.616M	0.3%	$16.89	—	COM	04623U102
GIB	CGI INC	94,408	$7.537M	0.3%	$65.67	+25.9%	COM	12532H104
BRSL	INTERNATIONAL GAME TECHNOLOG	299,921	$7.402M	0.3%	$17.87	+7.4%	COM	G4863A108
—	CRH PLC	183,819	$7.364M	0.3%	$34.36	—	COM	12626K203
IFNNY	INFINEON TECHNOLOGIES AG	204,903	$7.064M	0.3%	$18.17	—	COM	45662N103
HSBC	HSBC HOLDINGS PLC	204,411	$6.995M	0.3%	$34.22	—	COM	404280406
NTOIY	NESTE OYJ	290,753	$6.709M	0.3%	$25.99	—	COM	64104Y106
XNGSY	ENN ENERGY HOLDINGS LTD	110,227	$6.615M	0.3%	$45.18	—	COM	26876F102
VLVLY	VOLVO AB	332,858	$6.308M	0.3%	$23.98	—	COM	928854108
—	BAYERISCHE MOTOREN WERKE AG	218,709	$6.299M	0.3%	$33.40	—	COM	072743305
DHLGY	DEUTSCHE POST AG	129,685	$6.203M	0.3%	$68.14	—	COM	25157Y202
WHGLY	WH GROUP LTD	488,418	$6.174M	0.3%	$16.65	—	COM	92890T205
BABA	ALIBABA GROUP HOLDING LTD	55,543	$6.043M	0.3%	$176.67	—	COM	01609W102
TCEHY	TENCENT HOLDINGS LTD	124,139	$5.932M	0.3%	$63.66	—	COM	88032Q109
VIPS	VIPSHOP HOLDINGS LTD	600,267	$5.402M	0.2%	$16.22	—	COM	92763W103
ITVPY	ITV PLC	480,537	$5.183M	0.2%	$14.97	—	COM	45069P107
—	TREMOR INTERNATIONAL LTD	289,879	$4.409M	0.2%	$15.21	—	COM	89484T104
—	GEELY AUTOMOBILE HOLDINGS LT	137,037	$4.326M	0.2%	$43.42	—	COM	36847Q103
SITM	SITIME CORP	8,085	$2.004M	0.1%	$102.17	+112.2%	COM	82982T106
CHRD	OASIS PETROLEUM INC	13,336	$1.951M	0.1%	$61.32	+50.6%	COM	674215207
EXLS	EXLSERVICE HOLDINGS INC	12,931	$1.853M	0.1%	$13.46	+89.0%	COM	302081104
CARG	CARGURUS INC	43,191	$1.834M	0.1%	$30.45	+20.8%	COM	141788109
—	NV5 GLOBAL INC	13,529	$1.803M	0.1%	$57.85	—	COM	62945V109
QLYS	QUALYS INC	12,639	$1.8M	0.1%	$90.70	+40.8%	COM	74758T303
BOX	BOX INC	61,269	$1.78M	0.1%	$18.44	+42.7%	COM	10316T104
KNSL	KINSALE CAPITAL GROUP INC	7,784	$1.775M	0.1%	$166.74	+24.3%	COM	49714P108
AMPH	AMPHASTAR PHARMACEUTICALS IN	48,833	$1.753M	0.1%	$18.91	+49.9%	COM	03209R103
AMN	AMN HEALTHCARE SERVICES INC	16,791	$1.752M	0.1%	$77.58	+33.8%	COM	001744101
GOOG	ALPHABET INC CLASS C	624	$1.743M	0.1%	$35.61	+278.9%	COM	02079K107
HLI	HOULIHAN LOKEY INC	19,483	$1.711M	0.1%	$69.25	+38.4%	COM	441593100
ONTO	ONTO INNOVATION INC	19,112	$1.661M	0.1%	$73.62	+20.8%	COM	683344105
MPWR	MONOLITHIC POWER SYSTEMS INC	3,333	$1.619M	0.1%	$123.04	+243.6%	COM	609839105
ASAIY	SENDAS DISTRIBUIDORA SA	92,118	$1.583M	0.1%	$17.18	—	COM	81689T104
BOOT	BOOT BARN HOLDINGS INC	16,643	$1.578M	0.1%	$94.87	0.0%	COM	099406100
TSEM	TOWER SEMICONDUCTOR LTD	32,424	$1.569M	0.1%	$24.64	+71.2%	COM	M87915274
STRL	STERLING CONSTRUCTION CO INC	58,491	$1.568M	0.1%	$22.22	+25.8%	COM	859241101
STAA	STAAR SURGICAL CO	19,547	$1.562M	0.1%	$74.47	0.0%	COM	852312305
FFWM	FIRST FOUNDATION INC	64,171	$1.559M	0.1%	$21.60	+15.7%	COM	32026V104
FCN	FTI CONSULTING INC	9,826	$1.545M	0.1%	$117.78	+26.6%	COM	302941109
LSCC	LATTICE SEMICONDUCTOR CORP	25,354	$1.545M	0.1%	$60.94	—	COM	518415104
KFRC	KFORCE INC	20,642	$1.527M	0.1%	$71.31	0.0%	COM	493732101
BRK/B	BERKSHIRE HATHAWAY INC	4,216	$1.488M	0.1%	$282.77	+14.4%	COM	084670702
MGRC	MCGRATH RENTCORP	17,049	$1.449M	0.1%	$57.96	+37.2%	COM	580589109
FIX	COMFORT SYSTEMS USA INC	15,979	$1.422M	0.1%	$47.58	+85.4%	COM	199908104
UFPI	UFP INDUSTRIES INC	18,398	$1.42M	0.1%	$64.71	+28.9%	COM	90278Q108
PRU	PRUDENTIAL FINANCIAL INC	11,991	$1.417M	0.1%	$55.80	+68.7%	COM	744320102
GMED	GLOBUS MEDICAL INC	19,156	$1.413M	0.1%	$44.32	+56.9%	COM	379577208
SMPL	SIMPLY GOOD FOODS CO	36,683	$1.392M	0.1%	$36.06	+3.5%	COM	82900L102
OMCL	OMNICELL INC	10,699	$1.385M	0.1%	$87.10	+65.5%	COM	68213N109
—	AMEDISYS INC	8,022	$1.382M	0.1%	$150.11	—	COM	023436108
NSSC	NAPCO SECURITY TECHNOLOGIES N	66,031	$1.355M	0.1%	$19.18	+4.5%	COM	630402105
—	EVERI HOLDINGS INC	64,369	$1.352M	0.1%	$14.44	—	COM	30034T103
MEOH	METHANEX CORP	24,343	$1.328M	0.1%	$37.68	+29.7%	COM	59151K108
RNMBY	RHEINMETALL AG	31,003	$1.325M	0.1%	$17.28	—	COM	76206K107
MMS	MAXIMUS INC	17,569	$1.317M	0.1%	$81.49	-6.1%	COM	577933104
—	II-VI INC	18,067	$1.31M	0.1%	$66.99	—	COM	902104108
BLD	TOPBUILD CORP	7,091	$1.286M	0.1%	$164.16	+36.4%	COM	89055F103
NPNYY	NIPPON YUSEN KK	71,342	$1.265M	0.1%	$6.92	—	COM	654633304
EBCOY	EBARA CORP	44,792	$1.262M	0.1%	$18.75	—	COM	278614201
ADUS	ADDUS HOMECARE CORP	13,519	$1.261M	0.1%	$100.45	-20.0%	COM	006739106
ABBV	ABBVIE INC	7,748	$1.256M	0.1%	$74.66	+69.3%	COM	00287Y109
—	TRITON INTERNATIONAL LTD/BER U	17,818	$1.25M	0.1%	$48.16	—	COM	G9078F107
—	CELESTICA INC	104,801	$1.248M	0.1%	$6.02	—	COM	15101Q108
CNS	COHEN & STEERS INC	14,485	$1.244M	0.1%	$72.83	0.0%	COM	19247A100
LAD	LITHIA MOTORS INC	4,138	$1.242M	0.1%	$236.20	+32.2%	COM	536797103
ALRM	ALARMCOM HOLDINGS INC	18,656	$1.24M	0.1%	$70.77	0.0%	COM	011642105
OMAB	GRUPO AEROPORTUARIO DEL CENT O	20,759	$1.239M	0.1%	$54.77	—	COM	400501102
—	FORWARD AIR CORP	12,617	$1.234M	0.1%	$97.80	—	COM	349853101
MEDP	MEDPACE HOLDINGS INC	7,545	$1.234M	0.1%	$78.67	+109.6%	COM	58506Q109
MBRFY	MARFRIG GLOBAL FOODS SA	271,755	$1.224M	0.1%	$3.21	—	COM	56656T105
—	PERFICIENT INC	11,106	$1.223M	0.1%	$39.94	—	COM	71375U101
CI	CIGNA CORP	5,025	$1.204M	0.1%	$189.73	+15.1%	COM	125523100
VLRS	CONTROLADORA VUELA CIA DE AV A	65,929	$1.199M	0.1%	$11.48	—	COM	21240E105
—	INSTRUCTURE HOLDINGS INC	59,615	$1.196M	0.1%	$23.67	—	COM	457790103
CSCO	CISCO SYSTEMS INC	21,225	$1.184M	0.1%	$29.87	+68.3%	COM	17275R102
IFS	INTERCORP FINANCIAL SERVICES I	33,910	$1.172M	0.1%	$22.58	+41.0%	COM	P5626F128
CCK	CROWN HOLDINGS INC	9,299	$1.163M	0.1%	$56.95	+98.9%	COM	228368106
IMOS	CHIPMOS TECHNOLOGIES INC	32,696	$1.162M	0.1%	$23.21	—	COM	16965P202
SUOPY	SUMCO CORP	34,798	$1.162M	0.1%	$33.15	—	COM	86558P109
TXRH	TEXAS ROADHOUSE INC	13,829	$1.158M	0.1%	$85.65	-6.9%	COM	882681109
OPRX	OPTIMIZERX CORP	30,487	$1.15M	0.1%	$48.83	-9.4%	COM	68401U204
CMBT	EURONAV NV	107,854	$1.14M	0.1%	$5.15	+14.1%	COM	B38564108
TTEC	TTEC HOLDINGS INC	13,811	$1.14M	0.1%	$101.86	-21.2%	COM	89854H102
—	TRIVAGO NV	480,961	$1.135M	0.1%	$2.36	—	COM	89686D105
WMT	WALMART INC	7,511	$1.119M	0.1%	$23.56	+89.3%	COM	931142103
CCOEY	CAPCOM CO LTD	91,017	$1.113M	0.1%	$13.14	—	COM	13916V107
FELTY	FUJI ELECTRIC CO LTD	87,491	$1.11M	0.0%	$8.59	—	COM	35955T107
THUPY	THULE GROUP AB	54,853	$1.104M	0.0%	$20.04	—	COM	88604M106
—	ENERPLUS CORP	86,147	$1.094M	0.0%	$7.28	—	COM	292766102
KBH	KB HOME	33,712	$1.092M	0.0%	$32.53	+13.4%	COM	48666K109
OEC	ORION ENGINEERED CARBONS SA	67,567	$1.079M	0.0%	$17.93	-4.0%	COM	L72967109
ERO	ERO COPPER CORP	73,308	$1.073M	0.0%	$17.39	-20.1%	COM	296006109
PERI	PERION NETWORK LTD	47,605	$1.071M	0.0%	$24.16	-11.8%	COM	M78673114
WBRBY	WIENERBERGER AG	175,129	$1.068M	0.0%	$5.64	—	COM	967662107
—	PRIMO WATER CORP	74,876	$1.067M	0.0%	$12.73	—	COM	74167P108
JPM	JPMORGAN CHASE & CO	7,804	$1.064M	0.0%	$61.97	+115.7%	COM	46625H100
NMIH	NMI HOLDINGS INC	51,307	$1.058M	0.0%	$17.02	+37.2%	COM	629209305
DECK	DECKERS OUTDOOR CORP	3,846	$1.053M	0.0%	$28.71	+72.8%	COM	243537107
KOF	COCA-COLA FEMSA SAB DE CV	19,165	$1.053M	0.0%	$49.95	—	COM	191241108
SYY	SYSCO CORP	12,807	$1.046M	0.0%	$59.85	+21.4%	COM	871829107
—	WNS HOLDINGS LTD	12,199	$1.043M	0.0%	$67.31	—	COM	92932M101
NTB	BANK OF NT BUTTERFIELD & SON L	28,350	$1.017M	0.0%	$25.75	+21.0%	COM	G0772R208
CMCSA	COMCAST CORP	21,539	$1.008M	0.0%	$31.70	+35.2%	COM	20030N101
MBUU	MALIBU BOATS INC	17,351	$1.007M	0.0%	$61.13	+5.4%	COM	56117J100
APELY	ALPS ALPINE CO LTD	50,067	$999K	0.0%	$22.84	—	COM	021090204
TCCPY	TECHNOPRO HOLDINGS INC	180,795	$992K	0.0%	$6.78	—	COM	87875T204
CASY	CASEYS GENERAL STORES INC	4,965	$984K	0.0%	$190.72	-3.6%	COM	147528103
NEE	NEXTERA ENERGY INC	11,567	$980K	0.0%	$63.12	+14.2%	COM	65339F101
TYOYY	TAIYO YUDEN CO LTD	5,344	$977K	0.0%	$139.67	—	COM	874047202
APPS	DIGITAL TURBINE INC	22,228	$974K	0.0%	$60.52	-25.4%	COM	25400W102
ESNT	ESSENT GROUP LTD	23,359	$963K	0.0%	$35.67	+16.1%	COM	G3198U102
MX	MAGNACHIP SEMICONDUCTOR CORP	56,259	$951K	0.0%	$14.18	+26.7%	COM	55933J203
ANSLY	ANSELL LTD	11,865	$918K	0.0%	$87.13	—	COM	03634M208
ORCL	ORACLE CORP	10,970	$908K	0.0%	$32.94	+133.6%	COM	68389X105
—	LABORATORY CORP OF AMERICA H L	3,424	$903K	0.0%	$210.86	—	COM	50540R409
CAMT	CAMTEK LTD/ISRAEL	29,484	$898K	0.0%	$25.36	+36.6%	COM	M20791105
—	CHANNELADVISOR CORP	53,952	$894K	0.0%	$24.13	—	COM	159179100
MKSI	MKS INSTRUMENTS INC	5,934	$890K	0.0%	$173.19	-13.2%	COM	55306N104
AITUY	ANRITSU CORP	69,295	$887K	0.0%	$15.19	—	COM	036335107
LPRO	OPEN LENDING CORP	46,389	$877K	0.0%	$27.46	-30.1%	COM	68373J104
FOXF	FOX FACTORY HOLDING CORP	8,863	$868K	0.0%	$72.44	+70.5%	COM	35138V102
NHNKY	NIHON KOHDEN CORP	71,104	$864K	0.0%	$14.13	—	COM	65412C108
PBSFY	PROSIEBENSAT1 MEDIA SE	265,119	$855K	0.0%	$3.68	—	COM	743476202
—	MASONITE INTERNATIONAL CORP	9,520	$847K	0.0%	$85.84	—	COM	575385109
SIMO	SILICON MOTION TECHNOLOGY CO P	12,661	$846K	0.0%	$49.49	—	COM	82706C108
APEMY	APERAM SA	18,700	$837K	0.0%	$41.62	—	COM	03754H104
TREX	TREX CO INC	12,750	$833K	0.0%	$54.68	+62.9%	COM	89531P105
—	VITESCO TECHNOLOGIES GROUP A	101,063	$810K	0.0%	$9.57	—	COM	92853L108
TGT	TARGET CORP	3,783	$803K	0.0%	$126.20	+51.6%	COM	87612E106
COF	CAPITAL ONE FINANCIAL CORP	6,042	$793K	0.0%	$71.46	+90.2%	COM	14040H105
EXPI	EXP WORLD HOLDINGS INC	36,911	$781K	0.0%	$37.46	-34.3%	COM	30212W100
SYF	SYNCHRONY FINANCIAL	20,462	$712K	0.0%	$28.50	+34.0%	COM	87165B103
T	AT&T INC	27,591	$652K	0.0%	$13.60	+9.6%	COM	00206R102
EXR	EXTRA SPACE STORAGE INC	2,292	$471K	0.0%	$93.43	+80.8%	COM	30225T102
MPC	MARATHON PETROLEUM CORP	5,458	$467K	0.0%	$31.29	+122.7%	COM	56585A102
AZO	AUTOZONE INC	207	$423K	0.0%	$1168.11	+67.3%	COM	053332102
NSA	NATIONAL STORAGE AFFILIATES R	6,482	$407K	0.0%	$36.00	—	COM	637870106
PLD	PROLOGIS INC	2,351	$380K	0.0%	$87.45	+54.9%	COM	74340W103
EGP	EASTGROUP PROPERTIES INC	1,789	$364K	0.0%	$138.09	—	COM	277276101
UDR	UDR INC	6,031	$346K	0.0%	$30.14	+61.7%	COM	902653104
SLG	SL GREEN REALTY CORP	4,177	$339K	0.0%	$81.16	—	COM	78440X887
—	MARATHON OIL CORP	13,458	$338K	0.0%	$4.43	—	COM	565849106
SPG	SIMON PROPERTY GROUP INC	2,557	$336K	0.0%	$48.49	+136.0%	COM	828806109
ESS	ESSEX PROPERTY TRUST INC	966	$334K	0.0%	$192.56	+49.5%	COM	297178105
CNP	CENTERPOINT ENERGY INC	10,793	$331K	0.0%	$19.40	+31.0%	COM	15189T107
AMH	AMERICAN HOMES 4 RENT	8,070	$323K	0.0%	$30.04	—	COM	02665T306
CVS	CVS HEALTH CORP	3,182	$322K	0.0%	$55.22	+66.6%	COM	126650100
MCHP	MICROCHIP TECHNOLOGY INC	4,262	$320K	0.0%	$68.96	0.0%	COM	595017104
—	PS BUSINESS PARKS INC	1,895	$319K	0.0%	$133.00	—	COM	69360J107
SBAC	SBA COMMUNICATIONS CORP	916	$315K	0.0%	$274.16	+11.2%	COM	78410G104
VICI	VICI PROPERTIES INC	11,043	$314K	0.0%	$19.67	+15.3%	COM	925652109
CB	CHUBB LTD	1,465	$313K	0.0%	$130.07	+48.3%	COM	H1467J104
AMP	AMERIPRISE FINANCIAL INC	1,036	$311K	0.0%	$127.28	+124.4%	COM	03076C106
AFL	AFLAC INC	4,711	$303K	0.0%	$36.33	+57.7%	COM	001055102
—	DUKE REALTY CORP	5,140	$298K	0.0%	$65.56	—	COM	264411505
GLPI	GAMING AND LEISURE PROPERTIE	6,329	$297K	0.0%	$42.47	—	COM	36467J108
TRV	THE TRAVELERS COS INC	1,626	$297K	0.0%	$115.62	+37.3%	COM	89417E109
ALL	THE ALLSTATE CORP	2,127	$295K	0.0%	$87.30	+30.9%	COM	020002101
GD	GENERAL DYNAMICS	1,218	$294K	0.0%	$130.64	+56.8%	COM	369550108
PFG	PRINCIPAL FINANCIAL GROUP	3,971	$292K	0.0%	$37.97	+65.7%	COM	74251V102
AMT	AMERICAN TOWER CORP	1,153	$290K	0.0%	$202.60	+6.1%	COM	03027X100
ELV	ANTHEM INC	547	$269K	0.0%	$247.08	+75.1%	COM	036752103
LYB	LYONDELLBASELL INDUSTRIES	2,517	$259K	0.0%	$74.29	0.0%	COM	N53745100
FCPT	FOUR CORNERS PROPERTY TRUST N	9,439	$255K	0.0%	$26.07	—	COM	35086T109
—	EASTERLY GOVERNMENT PROPERTI S	11,917	$252K	0.0%	$22.63	—	COM	27616P103
—	DISCOVER FINANCIAL SERVICES	2,259	$249K	0.0%	$90.49	—	COM	254709108
CTRE	CARETRUST REIT INC	12,826	$248K	0.0%	$21.94	—	COM	14174T107
AMGN	AMGEN INC	1,007	$244K	0.0%	$122.27	+66.3%	COM	031162100
—	STORE CAPITAL CORP	8,276	$242K	0.0%	$33.94	—	COM	862121100
CHCT	COMMUNITY HEALTHCARE TRUST I C	5,670	$239K	0.0%	$46.34	—	COM	20369C106
NHI	NATIONAL HEALTH INVESTORS IN	3,918	$231K	0.0%	$68.75	—	COM	63633D104
PH	PARKER-HANNIFIN CORP	797	$226K	0.0%	$182.81	+56.6%	COM	701094104
TMUS	T-MOBILE US INC	1,764	$226K	0.0%	$119.15	-3.4%	COM	872590104
AES	AES CORP	8,487	$218K	0.0%	$20.67	-6.4%	COM	00130H105
NRG	NRG ENERGY INC	5,574	$214K	0.0%	$32.32	+8.3%	COM	629377508
IBM	INTERNATIONAL BUSINESS MACHI E	1,618	$210K	0.0%	$112.10	0.0%	COM	459200101
PPG	PPG INDUSTRIES INC	1,590	$208K	0.0%	$125.98	+6.3%	COM	693506107
INTC	INTEL CORP	4,053	$201K	0.0%	$44.02	+4.9%	COM	458140100