Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AAPL	APPLE INC	233,905	$38.57M	1.8%	$80.59	+80.5%	COM	037833100
ACGL	ARCH CAPITAL GROUP LTD	529,731	$35.95M	1.6%	$42.23	+48.0%	COM	G0450A105
META	META PLATFORMS INC	168,456	$35.7M	1.6%	$145.00	+16.6%	COM	30303M102
MSFT	MICROSOFT CORP	122,762	$35.39M	1.6%	$27.43	+809.4%	COM	594918104
HCA	HCA HEALTHCARE INC	128,071	$33.77M	1.5%	$129.04	+92.2%	COM	40412C101
ORLY	O REILLY AUTOMOTIVE INC	39,771	$33.76M	1.5%	$7.73	+609.1%	COM	67103H107
GWW	WW GRAINGER INC	48,960	$33.72M	1.5%	$469.42	+32.4%	COM	384802104
FTNT	FORTINET INC	505,295	$33.58M	1.5%	$51.14	+11.2%	COM	34959E109
MSI	MOTOROLA SOLUTIONS INC	113,495	$32.47M	1.5%	$137.07	+86.3%	COM	620076307
AVGO	BROADCOM INC	50,341	$32.3M	1.5%	$52.28	+10.2%	COM	11135F101
CDW	CDW CORP/DE	164,079	$31.98M	1.5%	$66.51	+184.5%	COM	12514G108
CTAS	CINTAS CORP	68,215	$31.56M	1.4%	$51.61	+108.3%	COM	172908105
APH	AMPHENOL CORP	385,862	$31.53M	1.4%	$25.84	+48.9%	COM	032095101
ITW	ILLINOIS TOOL WORKS INC	129,254	$31.47M	1.4%	$100.50	+116.6%	COM	452308109
GOOGL	ALPHABET INC	302,698	$31.4M	1.4%	$104.43	-8.8%	COM	02079K305
KLAC	KLA CORP	78,595	$31.37M	1.4%	$98.17	+290.5%	COM	482480100
FISV	FISERV INC	277,326	$31.35M	1.4%	$99.72	+10.3%	COM	337738108
CDNS	CADENCE DESIGN SYSTEMS INC	148,989	$31.3M	1.4%	$68.55	+175.9%	COM	127387108
TXN	TEXAS INSTRUMENTS INC	168,227	$31.29M	1.4%	$40.83	+295.1%	COM	882508104
PTC	PTC INC	241,422	$30.96M	1.4%	$108.28	+17.4%	COM	69370C100
WM	WASTE MANAGEMENT INC	189,469	$30.92M	1.4%	$101.19	+44.6%	COM	94106L109
BJ	BJS WHOLESALE CLUB HOLDINGS I	399,004	$30.35M	1.4%	$71.79	+1.2%	COM	05550J101
—	ANSYS INC	90,621	$30.16M	1.4%	$332.80	—	COM	03662Q105
LMT	LOCKHEED MARTIN CORP	63,779	$30.15M	1.4%	$370.32	+17.0%	COM	539830109
VRTX	VERTEX PHARMACEUTICALS INC	95,654	$30.14M	1.4%	$245.54	+22.1%	COM	92532F100
CRM	SALESFORCE INC	150,604	$30.09M	1.4%	$166.88	0.0%	COM	79466L302
PG	PROCTER & GAMBLE CO	201,400	$29.95M	1.4%	$102.54	+29.9%	COM	742718109
COR	AMERISOURCEBERGEN CORP	186,951	$29.93M	1.4%	$99.55	+55.3%	COM	03073E105
ULTA	ULTA BEAUTY INC	54,814	$29.91M	1.4%	$388.51	+32.1%	COM	90384S303
ROP	ROPER TECHNOLOGIES INC	66,875	$29.47M	1.4%	$346.82	+22.4%	COM	776696106
TMO	THERMO FISHER SCIENTIFIC INC	51,015	$29.4M	1.3%	$244.42	+128.6%	COM	883556102
V	VISA INC	128,880	$29.06M	1.3%	$128.06	+70.1%	COM	92826C839
G	GENPACT LTD	626,885	$28.97M	1.3%	$36.76	+21.8%	COM	G3922B107
MA	MASTERCARD INC	79,621	$28.93M	1.3%	$187.23	+90.9%	COM	57636Q104
CHE	CHEMED CORP	53,128	$28.57M	1.3%	$475.40	+6.2%	COM	16359R103
AMAT	APPLIED MATERIALS INC	232,195	$28.52M	1.3%	$111.90	0.0%	COM	038222105
ADBE	ADOBE INC	73,466	$28.31M	1.3%	$201.10	+76.7%	COM	00724F101
—	HORIZON THERAPEUTICS PLC	258,915	$28.26M	1.3%	$54.47	—	COM	G46188101
NOW	SERVICENOW INC	59,906	$27.84M	1.3%	$68.19	+27.7%	COM	81762P102
LOW	LOWES COS INC	138,964	$27.79M	1.3%	$139.95	+37.3%	COM	548661107
EOG	EOG RESOURCES INC	240,117	$27.52M	1.3%	$63.30	+72.7%	COM	26875P101
MCK	MCKESSON CORP	77,219	$27.49M	1.3%	$340.25	+4.7%	COM	58155Q103
UNP	UNION PACIFIC CORP	134,965	$27.16M	1.2%	$98.08	+93.1%	COM	907818108
AMZN	AMAZONCOM INC	260,344	$26.89M	1.2%	$117.19	-17.6%	COM	023135106
MO	ALTRIA GROUP INC	579,306	$25.85M	1.2%	$36.40	-0.3%	COM	02209S103
UNH	UNITEDHEALTH GROUP INC	54,464	$25.74M	1.2%	$180.06	+153.9%	COM	91324P102
DG	DOLLAR GENERAL CORP	121,615	$25.6M	1.2%	$80.87	+162.3%	COM	256677105
JNJ	JOHNSON & JOHNSON	161,895	$25.09M	1.2%	$124.78	+18.5%	COM	478160104
HUM	HUMANA INC	51,459	$24.98M	1.1%	$469.54	+1.9%	COM	444859102
CBRE	CBRE GROUP INC	339,946	$24.75M	1.1%	$52.07	+56.9%	COM	12504L109
WEX	WEX INC	127,011	$23.36M	1.1%	$182.16	0.0%	COM	96208T104
PYPL	PAYPAL HOLDINGS INC	302,209	$22.95M	1.1%	$85.92	-10.6%	COM	70450Y103
DHR	DANAHER CORP	89,564	$22.57M	1.0%	$266.74	-16.0%	COM	235851102
RJF	RAYMOND JAMES FINANCIAL INC	234,859	$21.91M	1.0%	$99.69	+1.7%	COM	754730109
ABT	ABBOTT LABORATORIES	213,375	$21.61M	1.0%	$108.07	-7.5%	COM	002824100
BRSL	INTERNATIONAL GAME TECHNOLOG	358,846	$9.617M	0.4%	$17.10	+10.9%	COM	G4863A108
DOO	BRP INC	112,085	$8.765M	0.4%	$78.47	+1.9%	COM	05577W200
NOMD	NOMAD FOODS LTD	463,266	$8.682M	0.4%	$19.98	-11.6%	COM	G6564A105
IFNNY	INFINEON TECHNOLOGIES AG	209,550	$8.578M	0.4%	$19.02	—	COM	45662N103
KLIC	KULICKE & SOFFA INDUSTRIES I C	160,068	$8.434M	0.4%	$53.44	-7.7%	COM	501242101
RNECY	RENESAS ELECTRONICS CORP	1,169,782	$8.41M	0.4%	$7.19	—	COM	75972B101
CSTM	CONSTELLIUM SE	542,497	$8.289M	0.4%	$17.99	-19.1%	COM	F21107101
—	CRH PLC	156,365	$7.954M	0.4%	$34.36	—	COM	12626K203
SNY	SANOFI	146,155	$7.954M	0.4%	$38.02	—	COM	80105N105
EADSY	AIRBUS SE	236,141	$7.907M	0.4%	$31.42	—	COM	009279100
STLA	STELLANTIS NV	430,386	$7.829M	0.4%	$17.33	—	COM	N82405106
LNVGY	LENOVO GROUP LTD	360,183	$7.8M	0.4%	$16.23	—	COM	526250105
SBGSY	SCHNEIDER ELECTRIC SE	228,178	$7.62M	0.3%	$16.50	—	COM	80687P106
PUBGY	PUBLICIS GROUPE SA	390,667	$7.616M	0.3%	$15.89	—	COM	74463M106
SHECY	SHIN-ETSU CHEMICAL CO LTD	191,178	$7.597M	0.3%	$24.85	—	COM	824551105
GIB	CGI INC	78,685	$7.575M	0.3%	$65.67	+36.1%	COM	12532H104
VCISY	VINCI SA	261,987	$7.523M	0.3%	$25.48	—	COM	927320101
ASAIY	SENDAS DISTRIBUIDORA SA	480,300	$7.397M	0.3%	$14.22	—	COM	81689T104
CRRFY	CARREFOUR SA	1,801,736	$7.293M	0.3%	$3.20	—	COM	144430204
ASR	GRUPO AEROPORTUARIO DEL SURE T	23,312	$7.144M	0.3%	$196.39	—	COM	40051E202
VLVLY	VOLVO AB	344,782	$7.11M	0.3%	$22.85	—	COM	928854108
ALIZY	ALLIANZ SE	307,602	$7.09M	0.3%	$17.00	—	COM	018820100
IBN	ICICI BANK LTD	327,687	$7.071M	0.3%	$14.86	—	COM	45104G104
BKRKY	BANK RAKYAT INDONESIA PERSER	444,962	$7.018M	0.3%	$14.47	—	COM	69366X100
TCEHY	TENCENT HOLDINGS LTD	141,137	$6.936M	0.3%	$59.44	—	COM	88032Q109
DHLGY	DEUTSCHE POST AG	147,562	$6.901M	0.3%	$61.85	—	COM	25157Y202
TSM	TAIWAN SEMICONDUCTOR MANUFAC U	73,716	$6.857M	0.3%	$19.19	—	COM	874039100
HCMLY	HOLCIM AG	530,479	$6.841M	0.3%	$9.79	—	COM	43475E105
HSBC	HSBC HOLDINGS PLC	199,693	$6.816M	0.3%	$34.05	—	COM	404280406
NXPI	NXP SEMICONDUCTORS NV	36,439	$6.795M	0.3%	$79.60	+111.9%	COM	N6596X109
UOVEY	UNITED OVERSEAS BANK LTD	151,622	$6.788M	0.3%	$38.45	—	COM	911271302
SONY	SONY GROUP CORP	73,280	$6.643M	0.3%	$80.31	—	COM	835699307
UBS	UBS GROUP AG	309,714	$6.609M	0.3%	$15.37	+35.7%	COM	H42097107
WTBDY	WHITBREAD PLC	715,782	$6.609M	0.3%	$9.23	—	COM	96342K100
TOELY	TOKYO ELECTRON LTD	71,275	$6.557M	0.3%	$47.58	—	COM	889110102
CGEMY	CAPGEMINI SE	175,579	$6.514M	0.3%	$20.86	—	COM	13961R100
NTOIY	NESTE OYJ	261,594	$6.456M	0.3%	$25.99	—	COM	64104Y106
JAZZ	JAZZ PHARMACEUTICALS PLC	43,627	$6.384M	0.3%	$138.29	+7.0%	COM	G50871105
ICLR	ICON PLC	29,653	$6.334M	0.3%	$58.32	+281.6%	COM	G4705A100
SHEL	SHELL PLC	107,305	$6.174M	0.3%	$52.29	—	COM	780259305
BABA	ALIBABA GROUP HOLDING LTD	60,246	$6.156M	0.3%	$166.35	—	COM	01609W102
AXS	AXIS CAPITAL HOLDINGS LTD	111,942	$6.103M	0.3%	$50.23	+8.4%	COM	G0692U109
FMX	FOMENTO ECONOMICO MEXICANO S B	63,545	$6.049M	0.3%	$95.19	—	COM	344419106
ALPMY	ASTELLAS PHARMA INC	424,827	$6.01M	0.3%	$16.89	—	COM	04623U102
ITUB	ITAU UNIBANCO HOLDING SA	1,182,163	$5.757M	0.3%	$5.70	—	COM	465562106
GLNCY	GLENCORE PLC	496,071	$5.675M	0.3%	$12.84	—	COM	37827X100
XNGSY	ENN ENERGY HOLDINGS LTD	103,357	$5.667M	0.3%	$45.81	—	COM	26876F102
CPRI	CAPRI HOLDINGS LTD	118,917	$5.589M	0.3%	$59.54	-9.9%	COM	G1890L107
WHGLY	WH GROUP LTD	467,229	$5.571M	0.3%	$16.42	—	COM	92890T205
GLNG	GOLAR LNG LTD	254,851	$5.505M	0.3%	$22.32	-8.9%	COM	G9456A100
RHHBY	ROCHE HOLDING AG	150,319	$5.39M	0.2%	$41.12	—	COM	771195104
—	TREMOR INTERNATIONAL LTD	1,002,722	$5.259M	0.2%	$9.31	—	COM	89484T104
—	GEELY AUTOMOBILE HOLDINGS LT	179,771	$4.626M	0.2%	$44.06	—	COM	36847Q103
VET	VERMILION ENERGY INC	342,332	$4.44M	0.2%	$15.80	-10.8%	COM	923725105
—	PLAYA HOTELS & RESORTS NV	262,935	$2.524M	0.1%	$6.64	—	COM	N70544106
PERI	PERION NETWORK LTD	60,504	$2.395M	0.1%	$23.19	+43.6%	COM	M78673114
ERO	ERO COPPER CORP	133,480	$2.355M	0.1%	$14.81	+8.7%	COM	296006109
TGLS	TECNOGLASS INC	54,658	$2.293M	0.1%	$25.63	+36.9%	COM	G87264100
—	VITESCO TECHNOLOGIES GROUP A	155,135	$2.247M	0.1%	$9.14	—	COM	92853L108
KNSL	KINSALE CAPITAL GROUP INC	7,423	$2.228M	0.1%	$172.49	+68.9%	COM	49714P108
OEC	ORION ENGINEERED CARBONS SA	83,409	$2.176M	0.1%	$17.57	+28.7%	COM	L72967109
TIGO	MILLICOM INTERNATIONAL CELLU A	113,518	$2.148M	0.1%	$16.89	+3.2%	COM	L6388F110
KOF	COCA-COLA FEMSA SAB DE CV	26,600	$2.141M	0.1%	$52.57	—	COM	191241108
OMAB	GRUPO AEROPORTUARIO DEL CENT O	23,849	$2.135M	0.1%	$54.02	—	COM	400501102
LSCC	LATTICE SEMICONDUCTOR CORP	22,230	$2.123M	0.1%	$59.88	—	COM	518415104
NOA	NORTH AMERICAN CONSTRUCTION R	126,939	$2.12M	0.1%	$12.80	+21.2%	COM	656811106
VLRS	CONTROLADORA VUELA CIA DE AV A	168,533	$2.097M	0.1%	$9.40	—	COM	21240E105
DECK	DECKERS OUTDOOR CORP	4,440	$1.996M	0.1%	$32.84	+112.9%	COM	243537107
—	CELESTICA INC	154,573	$1.994M	0.1%	$7.30	—	COM	15101Q108
FIX	COMFORT SYSTEMS USA INC	13,644	$1.991M	0.1%	$50.15	+155.7%	COM	199908104
MPWR	MONOLITHIC POWER SYSTEMS INC	3,926	$1.965M	0.1%	$168.82	+166.1%	COM	609839105
FCN	FTI CONSULTING INC	9,841	$1.942M	0.1%	$123.92	+40.2%	COM	302941109
—	POWERSCHOOL HOLDINGS INC	97,684	$1.936M	0.1%	$16.99	—	COM	73939C106
STRL	STERLING INFRASTRUCTURE INC	50,756	$1.923M	0.1%	$22.37	+63.2%	COM	859241101
EBCOY	EBARA CORP	83,480	$1.923M	0.1%	$18.57	—	COM	278614201
—	INDIVIOR PLC	81,949	$1.909M	0.1%	$19.20	—	COM	45579E105
—	SHOCKWAVE MEDICAL INC	8,754	$1.898M	0.1%	$195.17	—	COM	82489T104
MEOH	METHANEX CORP	40,473	$1.883M	0.1%	$38.96	+20.6%	COM	59151K108
SPSC	SPS COMMERCE INC	12,329	$1.878M	0.1%	$115.55	+22.8%	COM	78463M107
TENB	TENABLE HOLDINGS INC	39,406	$1.872M	0.1%	$42.46	0.0%	COM	88025T102
NHNKY	NIHON KOHDEN CORP	138,518	$1.868M	0.1%	$12.62	—	COM	65412C108
CTRE	CARETRUST REIT INC	94,806	$1.856M	0.1%	$19.76	—	COM	14174T107
LTGHY	LIFE HEALTHCARE GROUP HOLDIN S	422,850	$1.839M	0.1%	$4.35	—	COM	531850105
—	WNS HOLDINGS LTD	19,624	$1.828M	0.1%	$71.85	—	COM	92932M101
—	FORWARD AIR CORP	16,964	$1.828M	0.1%	$97.63	—	COM	349853101
WBRBY	WIENERBERGER AG	313,971	$1.818M	0.1%	$5.14	—	COM	967662107
—	INSTRUCTURE HOLDINGS INC	69,143	$1.791M	0.1%	$23.74	—	COM	457790103
—	PRIMO WATER CORP	115,903	$1.779M	0.1%	$13.14	—	COM	74167P108
TXRH	TEXAS ROADHOUSE INC	16,398	$1.772M	0.1%	$85.88	+13.5%	COM	882681109
BOX	BOX INC	65,921	$1.766M	0.1%	$19.74	+52.6%	COM	10316T104
AMPH	AMPHASTAR PHARMACEUTICALS IN	46,859	$1.757M	0.1%	$20.00	+63.9%	COM	03209R103
SMPL	SIMPLY GOOD FOODS CO	43,845	$1.744M	0.1%	$36.15	+2.2%	COM	82900L102
BLD	TOPBUILD CORP	8,375	$1.743M	0.1%	$168.10	+15.0%	COM	89055F103
EXLS	EXLSERVICE HOLDINGS INC	10,691	$1.73M	0.1%	$14.76	+124.5%	COM	302081104
EME	EMCOR GROUP INC	10,639	$1.73M	0.1%	$141.63	+7.7%	COM	29084Q100
ADUS	ADDUS HOMECARE CORP	16,199	$1.729M	0.1%	$99.68	+4.7%	COM	006739106
IMOS	CHIPMOS TECHNOLOGIES INC	68,413	$1.718M	0.1%	$22.63	—	COM	16965P202
TCCPY	TECHNOPRO HOLDINGS INC	312,692	$1.713M	0.1%	$5.78	—	COM	87875T204
UFPI	UFP INDUSTRIES INC	21,401	$1.701M	0.1%	$66.89	+27.9%	COM	90278Q108
—	SAPIENS INTERNATIONAL CORP N	78,094	$1.696M	0.1%	$19.23	—	COM	G7T16G103
QLYS	QUALYS INC	13,040	$1.695M	0.1%	$94.23	+24.4%	COM	74758T303
PCTY	PAYLOCITY HOLDING CORP	8,522	$1.694M	0.1%	$185.15	+6.3%	COM	70438V106
—	TRIVAGO NV	1,121,780	$1.694M	0.1%	$1.81	—	COM	89686D105
MTH	MERITAGE HOMES CORP	14,488	$1.692M	0.1%	$53.78	0.0%	COM	59001A102
CAMT	CAMTEK LTD/ISRAEL	59,655	$1.691M	0.1%	$25.68	+2.1%	COM	M20791105
SUOPY	SUMCO CORP	56,646	$1.686M	0.1%	$30.41	—	COM	86558P109
MMSI	MERIT MEDICAL SYSTEMS INC	22,777	$1.684M	0.1%	$70.16	0.0%	COM	589889104
AIT	APPLIED INDUSTRIAL TECHNOLOG E	11,839	$1.683M	0.1%	$132.32	0.0%	COM	03820C105
MEDP	MEDPACE HOLDINGS INC	8,902	$1.674M	0.1%	$93.97	+120.1%	COM	58506Q109
AXON	AXON ENTERPRISE INC	7,436	$1.672M	0.1%	$105.97	+87.6%	COM	05464C101
AMN	AMN HEALTHCARE SERVICES INC	20,113	$1.669M	0.1%	$81.38	+15.7%	COM	001744101
—	ENGAGESMART INC	86,638	$1.668M	0.1%	$19.25	—	COM	29283F103
BICEY	SOCIETE BIC SA	52,526	$1.658M	0.1%	$31.98	—	COM	088736103
APELY	ALPS ALPINE CO LTD	86,281	$1.645M	0.1%	$20.91	—	COM	021090204
LNTH	LANTHEUS HOLDINGS INC	19,697	$1.626M	0.1%	$64.49	0.0%	COM	516544103
ESNT	ESSENT GROUP LTD	40,554	$1.624M	0.1%	$36.49	+7.3%	COM	G3198U102
TSEM	TOWER SEMICONDUCTOR LTD	37,421	$1.589M	0.1%	$29.00	+44.0%	COM	M87915274
—	MODEL N INC	47,426	$1.587M	0.1%	$34.29	—	COM	607525102
YUEIY	YUE YUEN INDUSTRIAL HOLDINGS L	220,973	$1.557M	0.1%	$7.05	—	COM	988415105
TYOYY	TAIYO YUDEN CO LTD	11,650	$1.555M	0.1%	$129.96	—	COM	874047202
EVH	EVOLENT HEALTH INC	47,637	$1.546M	0.1%	$34.92	-9.4%	COM	30050B101
KFRC	KFORCE INC	24,414	$1.544M	0.1%	$69.65	-14.7%	COM	493732101
HLI	HOULIHAN LOKEY INC	17,547	$1.535M	0.1%	$69.83	+28.4%	COM	441593100
SIMO	SILICON MOTION TECHNOLOGY CO P	23,395	$1.533M	0.1%	$59.78	—	COM	82706C108
ARCO	ARCOS DORADOS HOLDINGS INC	198,732	$1.532M	0.1%	$7.59	0.0%	COM	G0457F107
PAYC	PAYCOM SOFTWARE INC	5,031	$1.529M	0.1%	$291.18	+1.3%	COM	70432V102
FOXF	FOX FACTORY HOLDING CORP	12,433	$1.509M	0.1%	$79.11	+45.1%	COM	35138V102
FELTY	FUJI ELECTRIC CO LTD	153,646	$1.501M	0.1%	$9.12	—	COM	35955T107
CMBT	EURONAV NV	89,191	$1.498M	0.1%	$6.08	+63.4%	COM	B38564108
IFS	INTERCORP FINANCIAL SERVICES I	64,967	$1.483M	0.1%	$23.51	+0.0%	COM	P5626F128
PTXKY	XL AXIATA TBK PT	560,060	$1.479M	0.1%	$2.64	—	COM	69369R100
—	ENERPLUS CORP	97,271	$1.402M	0.1%	$9.08	—	COM	292766102
EPAM	EPAM SYSTEMS INC	4,683	$1.4M	0.1%	$309.13	+4.2%	COM	29414B104
—	NV5 GLOBAL INC	13,041	$1.356M	0.1%	$65.10	—	COM	62945V109
MTDR	MATADOR RESOURCES CO	28,353	$1.351M	0.1%	$54.44	+3.3%	COM	576485205
—	NETWORK INTERNATIONAL HOLDIN S	445,865	$1.351M	0.1%	$3.37	—	COM	64132B102
NMIH	NMI HOLDINGS INC	59,281	$1.324M	0.1%	$17.49	+28.2%	COM	629209305
GDYN	GRID DYNAMICS HOLDINGS INC	115,072	$1.319M	0.1%	$15.93	-26.3%	COM	39813G109
—	EVERI HOLDINGS INC	76,180	$1.306M	0.1%	$14.78	—	COM	30034T103
AITUY	ANRITSU CORP	140,793	$1.292M	0.1%	$12.69	—	COM	036335107
LAD	LITHIA MOTORS INC	5,632	$1.289M	0.1%	$242.29	+0.4%	COM	536797103
—	NEXTIER OILFIELD SOLUTIONS I C	161,270	$1.282M	0.1%	$9.14	—	COM	65290C105
GOOG	ALPHABET INC CLASS C	12,200	$1.269M	0.1%	$107.07	-10.5%	COM	02079K107
HD	HOME DEPOT INC	4,279	$1.263M	0.1%	$62.05	+358.7%	COM	437076102
ALRM	ALARMCOM HOLDINGS INC	24,434	$1.229M	0.1%	$67.74	-24.0%	COM	011642105
AFYA	AFYA LTD	109,199	$1.219M	0.1%	$12.11	+7.0%	COM	G01125106
EA	ELECTRONIC ARTS INC	9,894	$1.192M	0.1%	$105.88	+9.2%	COM	285512109
AZO	AUTOZONE INC	447	$1.099M	0.1%	$1856.28	+31.4%	COM	053332102
CSCO	CISCO SYSTEMS INC	19,582	$1.024M	0.0%	$29.99	+49.6%	COM	17275R102
WMT	WALMART INC	6,818	$1.005M	0.0%	$23.56	+94.4%	COM	931142103
XOM	EXXON MOBIL CORP	8,696	$954K	0.0%	$81.36	+23.1%	COM	30231G102
BRK/B	BERKSHIRE HATHAWAY INC	3,077	$950K	0.0%	$282.77	+9.0%	COM	084670702
—	PERFICIENT INC	13,085	$945K	0.0%	$45.43	—	COM	71375U101
ACN	ACCENTURE PLC	3,300	$943K	0.0%	$181.93	+43.7%	COM	G1151C101
JPM	JPMORGAN CHASE & CO	6,834	$891K	0.0%	$62.86	+103.9%	COM	46625H100
CMCSA	COMCAST CORP	22,988	$871K	0.0%	$32.35	+7.1%	COM	20030N101
CI	THE CIGNA GROUP	3,332	$851K	0.0%	$189.73	+45.6%	COM	125523100
ORCL	ORACLE CORP	8,638	$803K	0.0%	$35.95	+135.9%	COM	68389X105
PRU	PRUDENTIAL FINANCIAL INC	9,632	$797K	0.0%	$55.80	+48.2%	COM	744320102
SYY	SYSCO CORP	9,839	$760K	0.0%	$59.85	+18.1%	COM	871829107
ABBV	ABBVIE INC	4,616	$736K	0.0%	$74.66	+85.0%	COM	00287Y109
TREX	TREX CO INC	14,843	$722K	0.0%	$54.65	-7.5%	COM	89531P105
—	LABORATORY CORP OF AMERICA H L	3,115	$715K	0.0%	$210.86	—	COM	50540R409
TGT	TARGET CORP	4,283	$709K	0.0%	$138.19	+7.6%	COM	87612E106
CASY	CASEYS GENERAL STORES INC	3,252	$704K	0.0%	$190.72	+12.8%	COM	147528103
DCI	DONALDSON CO INC	10,557	$690K	0.0%	$55.23	+8.5%	COM	257651109
CCK	CROWN HOLDINGS INC	8,184	$677K	0.0%	$56.95	+43.7%	COM	228368106
MKSI	MKS INSTRUMENTS INC	6,923	$614K	0.0%	$163.30	-43.0%	COM	55306N104
D	DOMINION ENERGY INC	10,688	$598K	0.0%	$69.34	-27.1%	COM	25746U109
COF	CAPITAL ONE FINANCIAL CORP	6,131	$590K	0.0%	$74.59	+33.6%	COM	14040H105
MCHP	MICROCHIP TECHNOLOGY INC	3,763	$315K	0.0%	$68.96	+7.7%	COM	595017104
MPC	MARATHON PETROLEUM CORP	2,201	$297K	0.0%	$31.29	+275.8%	COM	56585A102
PH	PARKER-HANNIFIN CORP	850	$286K	0.0%	$188.49	+69.8%	COM	701094104
GILD	GILEAD SCIENCES INC	3,278	$272K	0.0%	$54.09	+38.1%	COM	375558103
PLD	PROLOGIS INC	2,161	$270K	0.0%	$100.19	+11.7%	COM	74340W103
SNPS	SYNOPSYS INC	693	$268K	0.0%	$301.65	+18.4%	COM	871607107
CNP	CENTERPOINT ENERGY INC	8,865	$261K	0.0%	$19.40	+39.5%	COM	15189T107
EGP	EASTGROUP PROPERTIES INC	1,578	$261K	0.0%	$138.09	—	COM	277276101
LIN	LINDE PLC	728	$259K	0.0%	$322.30	0.0%	COM	G54950103
EXR	EXTRA SPACE STORAGE INC	1,586	$258K	0.0%	$93.43	+48.0%	COM	30225T102
CUBE	CUBESMART	5,570	$254K	0.0%	$41.15	—	COM	229663109
AMP	AMERIPRISE FINANCIAL INC	825	$253K	0.0%	$127.28	+147.2%	COM	03076C106
CAG	CONAGRA BRANDS INC	6,681	$251K	0.0%	$28.56	+11.9%	COM	205887102
EPRT	ESSENTIAL PROPERTIES REALTY R	10,011	$249K	0.0%	$24.85	—	COM	29670E107
CHCT	COMMUNITY HEALTHCARE TRUST I C	6,731	$246K	0.0%	$43.48	—	COM	20369C106
SPG	SIMON PROPERTY GROUP INC	2,186	$245K	0.0%	$48.49	+110.2%	COM	828806109
AES	AES CORP	10,072	$243K	0.0%	$20.12	+11.2%	COM	00130H105
EQIX	EQUINIX INC	344	$241K	0.0%	$662.35	0.0%	COM	29444U700
AFL	AFLAC INC	3,732	$241K	0.0%	$36.33	+76.9%	COM	001055102
PCH	POTLATCHDELTIC CORP	4,995	$240K	0.0%	$48.07	—	COM	737630103
AMH	AMERICAN HOMES 4 RENT	7,545	$237K	0.0%	$30.04	—	COM	02665T306
LYB	LYONDELLBASELL INDUSTRIES	2,514	$236K	0.0%	$76.26	0.0%	COM	N53745100
PSA	PUBLIC STORAGE	774	$234K	0.0%	$260.60	0.0%	COM	74460D109
SKT	TANGER FACTORY OUTLET CENTER	12,358	$232K	0.0%	$18.11	—	COM	875465106
TMUS	T-MOBILE US INC	1,595	$231K	0.0%	$119.15	+17.5%	COM	872590104
RHP	RYMAN HOSPITALITY PROPERTIES I	2,689	$231K	0.0%	$85.90	—	COM	78377T107
FCPT	FOUR CORNERS PROPERTY TRUST N	8,592	$231K	0.0%	$26.07	—	COM	35086T109
VICI	VICI PROPERTIES INC	7,062	$230K	0.0%	$19.67	+42.9%	COM	925652109
GLPI	GAMING AND LEISURE PROPERTIE	4,424	$230K	0.0%	$42.47	—	COM	36467J108
GD	GENERAL DYNAMICS	1,009	$230K	0.0%	$130.64	+66.7%	COM	369550108
TRV	THE TRAVELERS COS INC	1,341	$230K	0.0%	$115.62	+48.8%	COM	89417E109
PFG	PRINCIPAL FINANCIAL GROUP	3,050	$227K	0.0%	$38.73	+96.9%	COM	74251V102
CB	CHUBB LTD	1,165	$226K	0.0%	$130.07	+55.9%	COM	H1467J104
—	MARATHON OIL CORP	9,334	$224K	0.0%	$4.43	—	COM	565849106
IBM	INTERNATIONAL BUSINESS MACHI E	1,683	$221K	0.0%	$112.43	+7.4%	COM	459200101
ELV	ELEVANCE HEALTH INC	478	$220K	0.0%	$247.08	+84.2%	COM	036752103
—	DISCOVER FINANCIAL SERVICES	2,218	$219K	0.0%	$90.49	—	COM	254709108
NSA	NATIONAL STORAGE AFFILIATES R	5,151	$215K	0.0%	$41.78	—	COM	637870106
NHI	NATIONAL HEALTH INVESTORS IN	4,112	$212K	0.0%	$51.58	—	COM	63633D104
AMGN	AMGEN INC	877	$212K	0.0%	$122.27	+83.2%	COM	031162100
MAS	MASCO CORP	4,235	$211K	0.0%	$48.90	0.0%	COM	574599106
NRG	NRG ENERGY INC	6,100	$209K	0.0%	$30.88	0.0%	COM	629377508
ALL	THE ALLSTATE CORP	1,878	$208K	0.0%	$87.30	+35.3%	COM	020002101
ESS	ESSEX PROPERTY TRUST INC	966	$202K	0.0%	$196.66	0.0%	COM	297178105
—	EASTERLY GOVERNMENT PROPERTI S	12,591	$173K	0.0%	$13.74	—	COM	27616P103