Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
ACGL	ARCH CAPITAL GROUP LTD	715,984	$44.95M	2.2%	$42.23	+25.7%	COM	G0450A105
ORLY	O REILLY AUTOMOTIVE INC	40,435	$34.13M	1.7%	$7.73	+595.9%	COM	67103H107
—	HORIZON THERAPEUTICS PLC	286,640	$32.62M	1.6%	$54.47	—	COM	G46188101
HCA	HCA HEALTHCARE INC	132,569	$31.81M	1.6%	$129.04	+69.1%	COM	40412C101
LMT	LOCKHEED MARTIN CORP	64,590	$31.42M	1.5%	$370.32	+15.2%	COM	539830109
COR	AMERISOURCEBERGEN CORP	187,970	$31.15M	1.5%	$99.55	+54.2%	COM	03073E105
CTAS	CINTAS CORP	68,685	$31.02M	1.5%	$51.61	+103.9%	COM	172908105
AAPL	APPLE INC	235,982	$30.66M	1.5%	$80.59	+74.6%	COM	037833100
EOG	EOG RESOURCES INC	236,255	$30.6M	1.5%	$62.55	+88.4%	COM	26875P101
PG	PROCTER & GAMBLE CO	200,339	$30.36M	1.5%	$102.54	+26.6%	COM	742718109
CDW	CDW CORP/DE	169,395	$30.25M	1.5%	$66.51	+153.9%	COM	12514G108
KLAC	KLA CORP	79,926	$30.13M	1.5%	$98.17	+244.2%	COM	482480100
HD	HOME DEPOT INC	94,972	$30M	1.5%	$62.05	+353.1%	COM	437076102
ULTA	ULTA BEAUTY INC	63,385	$29.73M	1.5%	$388.51	+11.0%	COM	90384S303
APH	AMPHENOL CORP	390,326	$29.72M	1.5%	$25.84	+42.3%	COM	032095101
WM	WASTE MANAGEMENT INC	188,701	$29.6M	1.5%	$101.19	+51.4%	COM	94106L109
MSI	MOTOROLA SOLUTIONS INC	114,774	$29.58M	1.5%	$137.07	+75.8%	COM	620076307
MSFT	MICROSOFT CORP	122,978	$29.49M	1.4%	$27.43	+753.2%	COM	594918104
DG	DOLLAR GENERAL CORP	119,379	$29.4M	1.4%	$78.41	+197.3%	COM	256677105
PTC	PTC INC	244,504	$29.35M	1.4%	$108.28	+10.5%	COM	69370C100
G	GENPACT LTD	628,795	$29.13M	1.4%	$36.76	+18.4%	COM	G3922B107
ROP	ROPER TECHNOLOGIES INC	67,212	$29.04M	1.4%	$346.82	+16.5%	COM	776696106
ITW	ILLINOIS TOOL WORKS INC	131,693	$29.01M	1.4%	$100.50	+96.5%	COM	452308109
MCK	MCKESSON CORP	76,493	$28.69M	1.4%	$340.25	+7.9%	COM	58155Q103
GWW	WW GRAINGER INC	51,226	$28.49M	1.4%	$469.42	+16.9%	COM	384802104
TMO	THERMO FISHER SCIENTIFIC INC	51,149	$28.17M	1.4%	$244.42	+114.8%	COM	883556102
TXN	TEXAS INSTRUMENTS INC	169,854	$28.06M	1.4%	$40.83	+272.0%	COM	882508104
UNH	UNITEDHEALTH GROUP INC	52,781	$27.98M	1.4%	$171.22	+192.3%	COM	91324P102
LOW	LOWE S COS INC	140,271	$27.95M	1.4%	$139.95	+34.5%	COM	548661107
JNJ	JOHNSON & JOHNSON	157,577	$27.84M	1.4%	$124.15	+26.5%	COM	478160104
MA	MASTERCARD INC	79,794	$27.75M	1.4%	$187.23	+72.7%	COM	57636Q104
FISV	FISERV INC	274,039	$27.72M	1.4%	$99.59	0.0%	COM	337738108
VRTX	VERTEX PHARMACEUTICALS INC	95,604	$27.61M	1.4%	$245.54	+24.1%	COM	92532F100
AVGO	BROADCOM INC	49,139	$27.48M	1.3%	$52.15	-8.7%	COM	11135F101
UNP	UNION PACIFIC CORP	131,423	$27.21M	1.3%	$95.62	+98.9%	COM	907818108
CHE	CHEMED CORP	52,714	$26.91M	1.3%	$475.40	+1.3%	COM	16359R103
V	VISA INC	129,129	$26.83M	1.3%	$128.06	+53.8%	COM	92826C839
CBRE	CBRE GROUP INC	344,327	$26.5M	1.3%	$52.07	+41.8%	COM	12504L109
EA	ELECTRONIC ARTS INC	213,618	$26.1M	1.3%	$105.88	+16.6%	COM	285512109
GOOGL	ALPHABET INC	295,803	$26.1M	1.3%	$104.64	-9.9%	COM	02079K305
CDNS	CADENCE DESIGN SYSTEMS INC	161,471	$25.94M	1.3%	$68.55	+133.2%	COM	127387108
HUM	HUMANA INC	50,306	$25.78M	1.3%	$469.33	+8.2%	COM	444859102
RJF	RAYMOND JAMES FINANCIAL INC	241,029	$25.75M	1.3%	$99.69	+7.3%	COM	754730109
ACN	ACCENTURE PLC	95,846	$25.58M	1.3%	$181.93	+45.2%	COM	G1151C101
FTNT	FORTINET INC	505,388	$24.71M	1.2%	$51.14	+1.9%	COM	34959E109
MO	ALTRIA GROUP INC	540,486	$24.71M	1.2%	$36.40	-3.8%	COM	02209S103
ABT	ABBOTT LABORATORIES	222,872	$24.47M	1.2%	$108.07	-9.7%	COM	002824100
BJ	BJ S WHOLESALE CLUB HOLDINGS I	363,972	$24.06M	1.2%	$71.71	+1.0%	COM	05550J101
DHR	DANAHER CORP	89,408	$23.73M	1.2%	$266.74	-14.5%	COM	235851102
ADBE	ADOBE INC	70,384	$23.69M	1.2%	$194.35	+64.6%	COM	00724F101
NOW	SERVICENOW INC	56,976	$22.12M	1.1%	$67.22	+16.3%	COM	81762P102
AKAM	AKAMAI TECHNOLOGIES INC	261,014	$22M	1.1%	$92.34	-5.7%	COM	00971T101
META	META PLATFORMS INC	161,320	$19.41M	1.0%	$143.93	-19.0%	COM	30303M102
PYPL	PAYPAL HOLDINGS INC	236,017	$16.81M	0.8%	$88.47	-9.7%	COM	70450Y103
AMZN	AMAZONCOM INC	188,100	$15.8M	0.8%	$125.09	-21.0%	COM	023135106
ASAIY	SENDAS DISTRIBUIDORA SA	495,231	$9.072M	0.4%	$14.22	—	COM	81689T104
DOO	BRP INC	112,659	$8.597M	0.4%	$78.47	-13.9%	COM	05577W200
BRSL	INTERNATIONAL GAME TECHNOLOG	367,064	$8.325M	0.4%	$17.10	-6.8%	COM	G4863A108
CPRI	CAPRI HOLDINGS LTD	135,075	$7.742M	0.4%	$59.54	-15.2%	COM	G1890L107
NOMD	NOMAD FOODS LTD	439,566	$7.578M	0.4%	$20.10	-21.2%	COM	G6564A105
IBN	ICICI BANK LTD	343,605	$7.522M	0.4%	$14.86	—	COM	45104G104
SNY	SANOFI	154,086	$7.462M	0.4%	$38.02	—	COM	80105N105
UBS	UBS GROUP AG	397,378	$7.419M	0.4%	$15.37	+10.6%	COM	H42097107
HCMLY	HOLCIM LTD	715,570	$7.396M	0.4%	$9.79	—	COM	43475E105
GLNCY	GLENCORE PLC	549,775	$7.323M	0.4%	$12.84	—	COM	37827X100
BKRKY	BANK RAKYAT INDONESIA PERSER	465,776	$7.306M	0.4%	$14.47	—	COM	69366X100
EADSY	AIRBUS SE	245,765	$7.299M	0.4%	$31.42	—	COM	009279100
UOVEY	UNITED OVERSEAS BANK LTD	157,389	$7.206M	0.4%	$38.45	—	COM	911271302
JAZZ	JAZZ PHARMACEUTICALS PLC	44,814	$7.139M	0.4%	$138.29	+6.0%	COM	G50871105
GIB	CGI INC	82,653	$7.119M	0.3%	$65.67	+24.8%	COM	12532H104
ASR	GRUPO AEROPORTUARIO DEL SURE T	30,258	$7.05M	0.3%	$196.39	—	COM	40051E202
ALIZY	ALLIANZ SE	322,886	$6.922M	0.3%	$17.00	—	COM	018820100
KLIC	KULICKE & SOFFA INDUSTRIES I C	155,914	$6.901M	0.3%	$53.55	-22.5%	COM	501242101
IFNNY	INFINEON TECHNOLOGIES AG	226,420	$6.869M	0.3%	$19.02	—	COM	45662N103
VCISY	VINCI SA	273,804	$6.818M	0.3%	$25.48	—	COM	927320101
SBGSY	SCHNEIDER ELECTRIC SE	240,568	$6.724M	0.3%	$16.50	—	COM	80687P106
—	CRH PLC	167,332	$6.659M	0.3%	$34.36	—	COM	12626K203
PUBGY	PUBLICIS GROUPE SA	411,142	$6.533M	0.3%	$15.89	—	COM	74463M106
ALPMY	ASTELLAS PHARMA INC	428,467	$6.51M	0.3%	$16.89	—	COM	04623U102
KB	KB FINANCIAL GROUP INC	167,671	$6.482M	0.3%	$27.19	—	COM	48241A105
VLVLY	VOLVO AB	346,709	$6.267M	0.3%	$22.85	—	COM	928854108
HSBC	HSBC HOLDINGS PLC	200,565	$6.25M	0.3%	$34.05	—	COM	404280406
TCEHY	TENCENT HOLDINGS LTD	146,180	$6.24M	0.3%	$59.44	—	COM	88032Q109
SHEL	SHELL PLC	109,243	$6.221M	0.3%	$52.29	—	COM	780259305
STLA	STELLANTIS NV	437,007	$6.205M	0.3%	$17.33	—	COM	N82405106
CRRFY	CARREFOUR SA	1,862,277	$6.201M	0.3%	$3.20	—	COM	144430204
NTDOY	NINTENDO CO LTD	594,148	$6.191M	0.3%	$18.03	—	COM	654445303
AXS	AXIS CAPITAL HOLDINGS LTD	114,372	$6.185M	0.3%	$50.23	0.0%	COM	G0692U109
SHECY	SHIN-ETSU CHEMICAL CO LTD	199,862	$6.131M	0.3%	$24.85	—	COM	824551105
NTOIY	NESTE OYJ	265,424	$6.099M	0.3%	$25.99	—	COM	64104Y106
LNVGY	LENOVO GROUP LTD	370,364	$6.057M	0.3%	$16.23	—	COM	526250105
RHHBY	ROCHE HOLDING AG	154,683	$6.057M	0.3%	$41.12	—	COM	771195104
NXPI	NXP SEMICONDUCTORS NV	37,785	$5.971M	0.3%	$79.60	+87.6%	COM	N6596X109
CSTM	CONSTELLIUM SE	502,478	$5.944M	0.3%	$18.27	-36.0%	COM	F21107101
CGEMY	CAPGEMINI SE	175,335	$5.841M	0.3%	$20.86	—	COM	13961R100
XNGSY	ENN ENERGY HOLDINGS LTD	103,421	$5.795M	0.3%	$45.81	—	COM	26876F102
SONY	SONY GROUP CORP	75,740	$5.777M	0.3%	$80.31	—	COM	835699307
ICLR	ICON PLC	29,406	$5.712M	0.3%	$58.32	+240.0%	COM	G4705A100
TSM	TAIWAN SEMICONDUCTOR MANUFAC U	76,150	$5.672M	0.3%	$19.19	—	COM	874039100
ITUB	ITAU UNIBANCO HOLDING SA	1,169,781	$5.51M	0.3%	$5.71	—	COM	465562106
VET	VERMILION ENERGY INC	306,124	$5.418M	0.3%	$16.00	+26.9%	COM	923725105
BABA	ALIBABA GROUP HOLDING LTD	60,696	$5.347M	0.3%	$166.35	—	COM	01609W102
TOELY	TOKYO ELECTRON LTD	72,567	$5.336M	0.3%	$47.58	—	COM	889110102
DHLGY	DEUTSCHE POST AG	141,431	$5.314M	0.3%	$62.50	—	COM	25157Y202
—	GEELY AUTOMOBILE HOLDINGS LT	180,765	$5.26M	0.3%	$44.06	—	COM	36847Q103
WHGLY	WH GROUP LTD	451,854	$5.256M	0.3%	$16.57	—	COM	92890T205
—	OLYMPUS CORP	288,537	$5.145M	0.3%	$19.27	—	COM	68163W109
GLNG	GOLAR LNG LTD	210,774	$4.804M	0.2%	$22.73	0.0%	COM	G9456A100
—	TREMOR INTERNATIONAL LTD	738,799	$4.765M	0.2%	$10.76	—	COM	89484T104
KNSL	KINSALE CAPITAL GROUP INC	8,498	$2.222M	0.1%	$172.49	+66.3%	COM	49714P108
—	POWERSCHOOL HOLDINGS INC	91,501	$2.112M	0.1%	$16.80	—	COM	73939C106
CHRD	CHORD ENERGY CORP	14,360	$1.965M	0.1%	$63.92	+85.9%	COM	674215207
AMN	AMN HEALTHCARE SERVICES INC	18,679	$1.921M	0.1%	$80.40	+43.2%	COM	001744101
BOX	BOX INC	60,956	$1.898M	0.1%	$18.89	+51.0%	COM	10316T104
LSCC	LATTICE SEMICONDUCTOR CORP	28,320	$1.837M	0.1%	$59.88	—	COM	518415104
—	MODEL N INC	44,204	$1.793M	0.1%	$34.35	—	COM	607525102
ERO	ERO COPPER CORP	129,842	$1.785M	0.1%	$14.77	-16.3%	COM	296006109
FIX	COMFORT SYSTEMS USA INC	15,379	$1.77M	0.1%	$50.15	+129.0%	COM	199908104
MEDP	MEDPACE HOLDINGS INC	8,328	$1.769M	0.1%	$86.19	+131.8%	COM	58506Q109
—	INDIVIOR PLC	78,169	$1.767M	0.1%	$19.01	—	COM	45579E105
TSEM	TOWER SEMICONDUCTOR LTD	40,861	$1.765M	0.1%	$29.00	+49.9%	COM	M87915274
—	VITESCO TECHNOLOGIES GROUP A	151,586	$1.755M	0.1%	$9.02	—	COM	92853L108
AXON	AXON ENTERPRISE INC	10,567	$1.753M	0.1%	$105.97	+49.2%	COM	05464C101
KOF	COCA-COLA FEMSA SAB DE CV	25,761	$1.749M	0.1%	$51.66	—	COM	191241108
PERI	PERION NETWORK LTD	68,815	$1.741M	0.1%	$23.19	+5.1%	COM	M78673114
STRL	STERLING INFRASTRUCTURE INC	52,926	$1.736M	0.1%	$22.37	+31.5%	COM	859241101
—	PRIMO WATER CORP	111,460	$1.732M	0.1%	$13.06	—	COM	74167P108
BICEY	SOCIETE BIC SA	50,333	$1.718M	0.1%	$32.00	—	COM	088736103
—	CELESTICA INC	150,963	$1.701M	0.1%	$7.17	—	COM	15101Q108
OMAB	GRUPO AEROPORTUARIO DEL CENT O	27,505	$1.701M	0.1%	$54.02	—	COM	400501102
EXLS	EXLSERVICE HOLDINGS INC	9,984	$1.692M	0.1%	$13.46	+158.1%	COM	302081104
OEC	ORION ENGINEERED CARBONS SA	93,476	$1.665M	0.1%	$17.57	-4.3%	COM	L72967109
DECK	DECKERS OUTDOOR CORP	4,165	$1.663M	0.1%	$30.39	+99.1%	COM	243537107
—	PLAYA HOTELS & RESORTS NV	253,727	$1.657M	0.1%	$6.53	—	COM	N70544106
—	SHOCKWAVE MEDICAL INC	8,058	$1.657M	0.1%	$193.30	—	COM	82489T104
—	FORWARD AIR CORP	15,671	$1.644M	0.1%	$96.79	—	COM	349853101
NOA	NORTH AMERICAN CONSTRUCTION R	122,308	$1.635M	0.1%	$12.70	-2.9%	COM	656811106
—	ENERPLUS CORP	92,176	$1.627M	0.1%	$8.79	—	COM	292766102
TGLS	TECNOGLASS INC	52,618	$1.619M	0.1%	$25.27	0.0%	COM	G87264100
UFPI	UFP INDUSTRIES INC	20,255	$1.605M	0.1%	$65.83	+16.0%	COM	90278Q108
NHNKY	NIHON KOHDEN CORP	132,101	$1.604M	0.1%	$12.58	—	COM	65412C108
TCCPY	TECHNOPRO HOLDINGS INC	300,045	$1.603M	0.1%	$5.79	—	COM	87875T204
—	NV5 GLOBAL INC	12,087	$1.599M	0.1%	$62.04	—	COM	62945V109
AFYA	AFYA LTD	102,128	$1.595M	0.1%	$12.05	+21.7%	COM	G01125106
HLI	HOULIHAN LOKEY INC	18,274	$1.593M	0.1%	$69.83	+21.9%	COM	441593100
SMPL	SIMPLY GOOD FOODS CO	40,981	$1.559M	0.1%	$36.09	+2.2%	COM	82900L102
PCTY	PAYLOCITY HOLDING CORP	7,935	$1.541M	0.1%	$184.29	+16.5%	COM	70438V106
ANSLY	ANSELL LTD	20,034	$1.534M	0.1%	$78.42	—	COM	03634M208
—	INSTRUCTURE HOLDINGS INC	64,334	$1.508M	0.1%	$23.58	—	COM	457790103
MTDR	MATADOR RESOURCES CO	26,311	$1.506M	0.1%	$54.30	+16.2%	COM	576485205
ADUS	ADDUS HOMECARE CORP	15,124	$1.505M	0.1%	$99.34	+5.3%	COM	006739106
—	NETWORK INTERNATIONAL HOLDIN S	421,025	$1.499M	0.1%	$3.39	—	COM	64132B102
—	WNS HOLDINGS LTD	18,703	$1.496M	0.1%	$70.80	—	COM	92932M101
ESNT	ESSENT GROUP LTD	38,084	$1.481M	0.1%	$36.32	-1.0%	COM	G3198U102
APELY	ALPS ALPINE CO LTD	81,537	$1.479M	0.1%	$21.01	—	COM	021090204
SPSC	SPS COMMERCE INC	11,498	$1.477M	0.1%	$113.65	+13.4%	COM	78463M107
MEOH	METHANEX CORP	38,950	$1.475M	0.1%	$38.65	-5.1%	COM	59151K108
EME	EMCOR GROUP INC	9,797	$1.459M	0.1%	$140.69	0.0%	COM	29084Q100
CI	CIGNA CORP	4,394	$1.456M	0.1%	$189.73	+57.5%	COM	125523100
FCN	FTI CONSULTING INC	9,147	$1.453M	0.1%	$120.13	+38.9%	COM	302941109
WBRBY	WIENERBERGER AG	301,190	$1.45M	0.1%	$5.11	—	COM	967662107
PAYC	PAYCOM SOFTWARE INC	4,659	$1.446M	0.1%	$290.88	+8.7%	COM	70432V102
IFS	INTERCORP FINANCIAL SERVICES I	61,300	$1.44M	0.1%	$23.51	-1.4%	COM	P5626F128
—	TRIVAGO NV	1,066,363	$1.44M	0.1%	$1.83	—	COM	89686D105
EPAM	EPAM SYSTEMS INC	4,374	$1.433M	0.1%	$308.21	+10.3%	COM	29414B104
SUOPY	SUMCO CORP	53,631	$1.428M	0.1%	$30.45	—	COM	86558P109
CMBT	EURONAV NV	83,568	$1.424M	0.1%	$5.82	+84.9%	COM	B38564108
EBCOY	EBARA CORP	79,490	$1.422M	0.1%	$18.35	—	COM	278614201
SIMO	SILICON MOTION TECHNOLOGY CO P	21,870	$1.421M	0.1%	$59.38	—	COM	82706C108
TXRH	TEXAS ROADHOUSE INC	15,315	$1.393M	0.1%	$85.06	+7.1%	COM	882681109
FELTY	FUJI ELECTRIC CO LTD	144,584	$1.378M	0.1%	$9.08	—	COM	35955T107
TIGO	MILLICOM INTERNATIONAL CELLU A	108,887	$1.375M	0.1%	$16.87	-25.8%	COM	L6388F110
IMOS	CHIPMOS TECHNOLOGIES INC	64,083	$1.373M	0.1%	$22.47	—	COM	16965P202
NTB	BANK OF NT BUTTERFIELD & SON L	46,012	$1.372M	0.1%	$26.39	+7.4%	COM	G0772R208
—	NEXTIER OILFIELD SOLUTIONS I C	148,350	$1.371M	0.1%	$9.24	—	COM	65290C105
—	SAPIENS INTERNATIONAL CORP N	73,426	$1.357M	0.1%	$19.07	—	COM	G7T16G103
VLRS	CONTROLADORA VUELA CIA DE AV A	161,988	$1.354M	0.1%	$9.27	—	COM	21240E105
QLYS	QUALYS INC	12,050	$1.352M	0.1%	$92.35	+35.3%	COM	74758T303
AZO	AUTOZONE INC	536	$1.322M	0.1%	$1856.28	+30.2%	COM	053332102
MPWR	MONOLITHIC POWER SYSTEMS INC	3,662	$1.295M	0.1%	$148.60	+135.8%	COM	609839105
TYOYY	TAIYO YUDEN CO LTD	10,883	$1.264M	0.1%	$129.72	—	COM	874047202
AITUY	ANRITSU CORP	129,278	$1.256M	0.1%	$13.00	—	COM	036335107
AMPH	AMPHASTAR PHARMACEUTICALS IN	44,596	$1.25M	0.1%	$19.35	+50.0%	COM	03209R103
CAMT	CAMTEK LTD/ISRAEL	56,339	$1.237M	0.1%	$25.65	-11.5%	COM	M20791105
EVH	EVOLENT HEALTH INC	43,499	$1.221M	0.1%	$35.23	-18.6%	COM	30050B101
BRK/B	BERKSHIRE HATHAWAY INC	3,947	$1.22M	0.1%	$282.77	+5.0%	COM	084670702
XOM	EXXON MOBIL CORP	11,099	$1.212M	0.1%	$81.36	+18.3%	COM	30231G102
KFRC	KFORCE INC	21,994	$1.206M	0.1%	$70.77	-18.4%	COM	493732101
BLD	TOPBUILD CORP	7,660	$1.199M	0.1%	$165.74	-4.0%	COM	89055F103
MX	MAGNACHIP SEMICONDUCTOR CORP	123,739	$1.162M	0.1%	$13.38	-27.8%	COM	55933J203
KBH	KB HOME	36,394	$1.159M	0.1%	$32.31	-12.4%	COM	48666K109
GDYN	GRID DYNAMICS HOLDINGS INC	103,066	$1.156M	0.1%	$16.42	-21.0%	COM	39813G109
NMIH	NMI HOLDINGS INC	55,130	$1.152M	0.1%	$17.12	+22.4%	COM	629209305
PRU	PRUDENTIAL FINANCIAL INC	11,155	$1.109M	0.1%	$55.80	+55.4%	COM	744320102
ALRM	ALARMCOM HOLDINGS INC	22,165	$1.097M	0.1%	$69.40	-20.6%	COM	011642105
GOOG	ALPHABET INC CLASS C	12,200	$1.083M	0.1%	$107.07	-11.5%	COM	02079K107
FOXF	FOX FACTORY HOLDING CORP	11,813	$1.078M	0.1%	$77.24	+20.4%	COM	35138V102
LAD	LITHIA MOTORS INC	5,245	$1.074M	0.1%	$242.22	-11.8%	COM	536797103
WMT	WALMART INC	7,260	$1.029M	0.1%	$23.56	+93.8%	COM	931142103
STAA	STAAR SURGICAL CO	21,184	$1.028M	0.1%	$74.33	-15.6%	COM	852312305
MBRFY	MARFRIG GLOBAL FOODS SA	624,555	$1.028M	0.1%	$2.43	—	COM	56656T105
CSCO	CISCO SYSTEMS INC	21,456	$1.022M	0.1%	$29.99	+38.3%	COM	17275R102
JPM	JPMORGAN CHASE & CO	7,598	$1.019M	0.0%	$62.86	+87.1%	COM	46625H100
—	EVERI HOLDINGS INC	70,745	$1.015M	0.0%	$14.59	—	COM	30034T103
—	TECHTARGET INC	22,035	$972K	0.0%	$58.21	—	COM	87874R100
CASY	CASEY S GENERAL STORES INC	4,236	$950K	0.0%	$190.72	+17.3%	COM	147528103
FFWM	FIRST FOUNDATION INC	66,150	$948K	0.0%	$21.52	-29.6%	COM	32026V104
ORCL	ORACLE CORP	11,373	$930K	0.0%	$35.95	+103.6%	COM	68389X105
ABBV	ABBVIE INC	5,456	$882K	0.0%	$74.66	+83.8%	COM	00287Y109
SITM	SITIME CORP	8,591	$873K	0.0%	$104.68	-9.7%	COM	82982T106
—	PERFICIENT INC	12,280	$858K	0.0%	$43.67	—	COM	71375U101
DCI	DONALDSON CO INC	14,546	$856K	0.0%	$55.23	-1.6%	COM	257651109
SYY	SYSCO CORP	10,153	$776K	0.0%	$59.85	+23.5%	COM	871829107
CMCSA	COMCAST CORP	22,118	$773K	0.0%	$32.26	-6.8%	COM	20030N101
TGT	TARGET CORP	5,188	$773K	0.0%	$138.19	+2.0%	COM	87612E106
—	LABORATORY CORP OF AMERICA H L	3,267	$769K	0.0%	$210.86	—	COM	50540R409
CCK	CROWN HOLDINGS INC	8,941	$735K	0.0%	$56.95	+35.1%	COM	228368106
—	AMEDISYS INC	8,538	$713K	0.0%	$146.21	—	COM	023436108
D	DOMINION ENERGY INC	10,752	$660K	0.0%	$69.34	-22.6%	COM	25746U109
MKSI	MKS INSTRUMENTS INC	7,062	$598K	0.0%	$163.30	-52.2%	COM	55306N104
TREX	TREX CO INC	13,953	$591K	0.0%	$54.91	-17.3%	COM	89531P105
COF	CAPITAL ONE FINANCIAL CORP	6,294	$585K	0.0%	$74.59	+24.8%	COM	14040H105
—	LAM RESEARCH CORP	915	$385K	0.0%	$82.56	—	COM	512807108
GLPI	GAMING AND LEISURE PROPERTIE	6,101	$318K	0.0%	$42.47	—	COM	36467J108
AES	AES CORP	10,731	$309K	0.0%	$20.12	+17.2%	COM	00130H105
GILD	GILEAD SCIENCES INC	3,507	$301K	0.0%	$54.09	+30.9%	COM	375558103
AFL	AFLAC INC	3,937	$283K	0.0%	$36.33	+72.0%	COM	001055102
CNP	CENTERPOINT ENERGY INC	9,430	$283K	0.0%	$19.40	+38.0%	COM	15189T107
PFG	PRINCIPAL FINANCIAL GROUP	3,362	$282K	0.0%	$38.73	+97.8%	COM	74251V102
AMP	AMERIPRISE FINANCIAL INC	888	$277K	0.0%	$127.28	+129.3%	COM	03076C106
CB	CHUBB LTD	1,250	$276K	0.0%	$130.07	+53.7%	COM	H1467J104
MPC	MARATHON PETROLEUM CORP	2,346	$273K	0.0%	$31.29	+240.2%	COM	56585A102
MCHP	MICROCHIP TECHNOLOGY INC	3,871	$272K	0.0%	$68.96	-7.4%	COM	595017104
RVTY	PERKINELMER INC	1,904	$267K	0.0%	$132.92	+0.4%	COM	714046109
—	MARATHON OIL CORP	9,825	$266K	0.0%	$4.43	—	COM	565849106
ALL	THE ALLSTATE CORP	1,961	$266K	0.0%	$87.30	+39.1%	COM	020002101
TRV	THE TRAVELERS COS INC	1,418	$266K	0.0%	$115.62	+46.5%	COM	89417E109
—	STORE CAPITAL CORP	8,271	$265K	0.0%	$33.83	—	COM	862121100
GD	GENERAL DYNAMICS	1,063	$264K	0.0%	$130.64	+75.2%	COM	369550108
PLD	PROLOGIS INC	2,336	$263K	0.0%	$100.19	0.0%	COM	74340W103
ELV	ELEVANCE HEALTH INC	513	$263K	0.0%	$247.08	+96.1%	COM	036752103
CAG	CONAGRA BRANDS INC	6,681	$259K	0.0%	$28.56	+8.4%	COM	205887102
SPG	SIMON PROPERTY GROUP INC	2,186	$257K	0.0%	$48.49	+92.8%	COM	828806109
SPGI	S&P GLOBAL INC	762	$255K	0.0%	$194.50	+65.1%	COM	78409V104
CTRE	CARETRUST REIT INC	13,645	$254K	0.0%	$20.80	—	COM	14174T107
EGP	EASTGROUP PROPERTIES INC	1,701	$252K	0.0%	$138.09	—	COM	277276101
CVS	CVS HEALTH CORP	2,698	$251K	0.0%	$55.22	+55.6%	COM	126650100
PH	PARKER-HANNIFIN CORP	850	$247K	0.0%	$188.49	+46.2%	COM	701094104
—	LINDE PLC	751	$245K	0.0%	$326.16	—	COM	G5494J103
ZTS	ZOETIS INC	1,668	$244K	0.0%	$79.49	+80.1%	COM	98978V103
CUBE	CUBESMART	5,862	$241K	0.0%	$41.15	—	COM	229663109
IBM	INTERNATIONAL BUSINESS MACHI E	1,683	$237K	0.0%	$112.43	+9.4%	COM	459200101
EXR	EXTRA SPACE STORAGE INC	1,607	$237K	0.0%	$93.43	+49.0%	COM	30225T102
VICI	VICI PROPERTIES INC	7,289	$236K	0.0%	$19.67	+37.1%	COM	925652109
FCPT	FOUR CORNERS PROPERTY TRUST N	9,107	$236K	0.0%	$26.07	—	COM	35086T109
CHCT	COMMUNITY HEALTHCARE TRUST I C	6,484	$232K	0.0%	$43.74	—	COM	20369C106
AMH	AMERICAN HOMES 4 RENT	7,691	$232K	0.0%	$30.04	—	COM	02665T306
SNPS	SYNOPSYS INC	725	$231K	0.0%	$301.65	+3.8%	COM	871607107
AMGN	AMGEN INC	877	$230K	0.0%	$122.27	+98.5%	COM	031162100
TMUS	T-MOBILE US INC	1,627	$228K	0.0%	$119.15	+16.5%	COM	872590104
—	DISCOVER FINANCIAL SERVICES	2,218	$217K	0.0%	$90.49	—	COM	254709108
SBAC	SBA COMMUNICATIONS CORP	760	$213K	0.0%	$274.16	-3.9%	COM	78410G104
SKT	TANGER FACTORY OUTLET CENTER	10,902	$196K	0.0%	$18.02	—	COM	875465106