Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
ACGL	ARCH CAPITAL GROUP LTD	500,587	$39.9M	1.8%	$42.23	+75.2%	COM	G0450A105
AAPL	APPLE INC	221,998	$38.01M	1.7%	$80.59	+125.0%	COM	037833100
MSFT	MICROSOFT CORP	114,354	$36.11M	1.6%	$27.43	+1083.2%	COM	594918104
GOOGL	ALPHABET INC	275,415	$36.04M	1.6%	$104.43	+23.0%	COM	02079K305
ADBE	ADOBE INC	66,314	$33.81M	1.5%	$201.10	+160.9%	COM	00724F101
MCK	MCKESSON CORP	75,607	$32.88M	1.5%	$340.25	+22.5%	COM	58155Q103
PTC	PTC INC	231,117	$32.74M	1.5%	$108.28	+32.1%	COM	69370C100
MAR	MARRIOTT INTERNATIONAL INCM	165,678	$32.57M	1.5%	$168.95	+14.9%	COM	571903202
CDW	CDW CORP DE	161,321	$32.55M	1.5%	$66.51	+190.6%	COM	12514G108
—	CENCORA INC	178,413	$32.11M	1.5%	$179.97	—	COM	03073e105
VRTX	VERTEX PHARMACEUTICALS INC	92,271	$32.09M	1.5%	$245.54	+42.4%	COM	92532F100
CI	CIGNA GROUP	111,283	$31.83M	1.5%	$246.24	+10.8%	COM	125523100
AMZN	AMAZONCOM INC	249,389	$31.7M	1.4%	$117.19	+14.3%	COM	023135106
NOW	SERVICENOW INC	56,542	$31.6M	1.4%	$68.19	+67.3%	COM	81762P102
APH	AMPHENOL CORP	375,319	$31.52M	1.4%	$25.84	+63.1%	COM	032095101
AMAT	APPLIED MATERIALS INC	227,379	$31.48M	1.4%	$111.90	+25.5%	COM	038222105
META	META PLATFORMS INC	104,837	$31.47M	1.4%	$145.00	+106.4%	COM	30303M102
EG	EVEREST GROUP LTD	83,566	$31.06M	1.4%	$348.87	0.0%	COM	G3223R108
ROP	ROPER TECHNOLOGIES INC	63,912	$30.95M	1.4%	$346.82	+39.2%	COM	776696106
MA	MASTERCARD INC	77,465	$30.67M	1.4%	$187.23	+111.6%	COM	57636Q104
ORLY	O REILLY AUTOMOTIVE INC	33,595	$30.53M	1.4%	$7.73	+711.8%	COM	67103H107
CDNS	CADENCE DESIGN SYSTEMS INC	130,121	$30.49M	1.4%	$68.55	+241.5%	COM	127387108
WEX	WEX INC	161,894	$30.45M	1.4%	$181.67	+6.3%	COM	96208T104
EOG	EOG RESOURCES INC	239,741	$30.39M	1.4%	$64.24	+82.4%	COM	26875P101
GWW	WW GRAINGER INC	43,622	$30.18M	1.4%	$469.42	+50.9%	COM	384802104
MSI	MOTOROLA SOLUTIONS INC	110,585	$30.11M	1.4%	$137.07	+102.4%	COM	620076307
FISV	FISERV INC	265,825	$30.06M	1.4%	$99.72	+23.5%	COM	337738108
UNH	UNITEDHEALTH GROUP INC	59,530	$30.01M	1.4%	$204.84	+129.4%	COM	91324P102
AVGO	BROADCOM INC	36,064	$29.95M	1.4%	$52.28	+60.6%	COM	11135F101
CRM	SALESFORCE INC	146,648	$29.74M	1.4%	$166.88	+27.9%	COM	79466L302
KLAC	KLA CORP	64,038	$29.37M	1.3%	$98.17	+378.2%	COM	482480100
V	VISA INC	126,807	$29.17M	1.3%	$128.06	+84.4%	COM	92826C839
PG	PROCTER GAMBLE CO	199,918	$29.16M	1.3%	$102.54	+40.6%	COM	742718109
CTAS	CINTAS CORP	60,395	$29.05M	1.3%	$51.61	+136.4%	COM	172908105
ITW	ILLINOIS TOOL WORKS INC	125,774	$28.97M	1.3%	$100.50	+128.9%	COM	452308109
DHR	DANAHER CORP	115,369	$28.62M	1.3%	$254.48	-13.5%	COM	235851102
BJ	BJS WHOLESALE CLUB HOLDINGS I	399,649	$28.6M	1.3%	$71.23	-5.5%	COM	05550J101
LOW	LOWES COS INC	137,221	$28.52M	1.3%	$139.95	+53.6%	COM	548661107
LECO	LINCOLN ELECTRIC HOLDINGS IN	156,203	$28.4M	1.3%	$191.04	0.0%	COM	533900106
—	LAM RESEARCH CORP	44,373	$27.81M	1.3%	$642.86	—	COM	512807108
UNP	UNION PACIFIC CORP	136,563	$27.81M	1.3%	$100.02	+106.1%	COM	907818108
CHE	CHEMED CORP	53,345	$27.72M	1.3%	$475.40	+8.4%	COM	16359R103
HCA	HCA HEALTHCARE INC	111,014	$27.31M	1.2%	$129.04	+108.0%	COM	40412C101
—	ANSYS INC	90,954	$27.06M	1.2%	$332.80	—	COM	03662Q105
HUM	HUMANA INC	54,903	$26.8M	1.2%	$469.69	-2.8%	COM	444859102
TMO	THERMO FISHER SCIENTIFIC INC	52,044	$26.34M	1.2%	$247.67	+113.6%	COM	883556102
JNJ	JOHNSON JOHNSON	168,651	$26.27M	1.2%	$125.79	+21.9%	COM	478160104
LMT	LOCKHEED MARTIN CORP	63,909	$26.14M	1.2%	$370.32	+12.1%	COM	539830109
—	FORTINET INC	436,456	$25.61M	1.2%	$58.68	—	COM	34959e109
MO	ALTRIA GROUP INC	591,025	$24.85M	1.1%	$36.40	+0.1%	COM	02209S103
ABT	ABBOTT LABORATORIES	251,957	$24.4M	1.1%	$107.04	-6.2%	COM	002824100
G	GENPACT LTD	657,913	$23.82M	1.1%	$36.84	-2.6%	COM	G3922B107
NFLX	NETFLIX INC	60,039	$22.65M	1.0%	$42.39	0.0%	COM	64110L106
KEYS	KEYSIGHT TECHNOLOGIES INC	166,809	$22.07M	1.0%	$155.17	-4.6%	COM	49338L103
PYPL	PAYPAL HOLDINGS INC	350,745	$20.5M	0.9%	$83.31	-22.0%	COM	70450Y103
BRSL	INTERNATIONAL GAME TECHNOLOG	350,902	$10.64M	0.5%	$17.10	+40.5%	COM	G4863A108
CSTM	CONSTELLIUM SE	514,158	$9.358M	0.4%	$17.93	-1.7%	COM	F21107101
GLNG	GOLAR LNG LTD	367,310	$8.911M	0.4%	$21.89	-2.7%	COM	G9456A100
VET	VERMILION ENERGY INC	584,556	$8.546M	0.4%	$14.99	-6.2%	COM	923725105
DOO	BRP INC	110,997	$8.42M	0.4%	$78.41	+0.4%	COM	05577W200
CRH	CRH PLC	135,861	$7.436M	0.3%	$54.36	0.0%	COM	G25508105
KLIC	KULICKE SOFFA INDUSTRIES I C	150,705	$7.329M	0.3%	$53.44	-5.2%	COM	501242101
PERI	PERION NETWORK LTD	239,220	$7.327M	0.3%	$30.93	+8.5%	COM	M78673114
EADSY	AIRBUS SE	216,974	$7.283M	0.3%	$31.42	—	COM	009279100
IBN	ICICI BANK LTD	312,317	$7.221M	0.3%	$14.86	—	COM	45104G104
WTBDY	WHITBREAD PLC	667,260	$7.07M	0.3%	$9.23	—	COM	96342K100
SNY	SANOFI	131,176	$7.036M	0.3%	$38.02	—	COM	80105N105
FMX	FOMENTO ECONOMICO MEXICANO S B	63,544	$6.936M	0.3%	$96.20	—	COM	344419106
ALIZY	ALLIANZ SE	290,968	$6.919M	0.3%	$17.00	—	COM	018820100
SHEL	SHELL PLC	107,463	$6.918M	0.3%	$52.50	—	COM	780259305
GIB	CGI INC	69,516	$6.847M	0.3%	$65.67	+54.7%	COM	12532H104
PUBGY	PUBLICIS GROUPE SA	359,257	$6.809M	0.3%	$15.89	—	COM	74463M106
TOELY	TOKYO ELECTRON LTD	99,342	$6.8M	0.3%	$55.30	—	COM	889110102
VCISY	VINCI SA	244,059	$6.775M	0.3%	$25.48	—	COM	927320101
LNVGY	LENOVO GROUP LTD	329,293	$6.772M	0.3%	$16.23	—	COM	526250105
BKRKY	BANK RAKYAT INDONESIA PERSER	399,137	$6.749M	0.3%	$14.47	—	COM	69366X100
STLA	STELLANTIS NV	350,247	$6.7M	0.3%	$17.33	—	COM	N82405106
RYCEY	ROLLS ROYCE HOLDINGS PLC	2,461,228	$6.64M	0.3%	$2.70	—	COM	775781206
NOMD	NOMAD FOODS LTD	434,344	$6.611M	0.3%	$19.98	-13.4%	COM	G6564A105
ITUB	ITAU UNIBANCO HOLDING SA	1,227,962	$6.594M	0.3%	$5.72	—	COM	465562106
NXPI	NXP SEMICONDUCTORS NV	32,971	$6.592M	0.3%	$79.60	+148.8%	COM	N6596X109
HTHIY	HITACHI LTD	52,317	$6.583M	0.3%	$123.26	—	COM	433578507
VLVLY	VOLVO AB	315,786	$6.535M	0.3%	$22.85	—	COM	928854108
GBOOY	GRUPO FINANCIERO BANORTE SAB D	154,580	$6.485M	0.3%	$41.16	—	COM	40052P107
HSBC	HSBC HOLDINGS PLC	164,032	$6.473M	0.3%	$34.05	—	COM	404280406
IFNNY	INFINEON TECHNOLOGIES AG	193,534	$6.423M	0.3%	$19.02	—	COM	45662N103
—	HOLCIM AG	499,427	$6.404M	0.3%	$12.82	—	COM	43474TAB9
SHECY	SHIN ETSU CHEMICAL CO LTD	436,036	$6.341M	0.3%	$19.98	—	COM	824551105
TSM	TAIWAN SEMICONDUCTOR MANUFAC U	71,306	$6.197M	0.3%	$20.00	—	COM	874039100
ICLR	ICON PLC	25,105	$6.182M	0.3%	$58.32	+332.1%	COM	G4705A100
SBGSY	SCHNEIDER ELECTRIC SE	186,213	$6.175M	0.3%	$16.50	—	COM	80687P106
ASAIY	SENDAS DISTRIBUIDORA SA	505,645	$6.147M	0.3%	$14.10	—	COM	81689T104
AXS	AXIS CAPITAL HOLDINGS LTD	105,561	$5.992M	0.3%	$50.23	+4.7%	COM	G0692U109
UOVEY	UNITED OVERSEAS BANK LTD	142,054	$5.928M	0.3%	$38.45	—	COM	911271302
RNECY	RENESAS ELECTRONICS CORP	764,306	$5.81M	0.3%	$7.19	—	COM	75972B101
CGEMY	CAPGEMINI SE	165,549	$5.803M	0.3%	$20.86	—	COM	13961R100
TCEHY	TENCENT HOLDINGS LTD	148,794	$5.797M	0.3%	$57.71	—	COM	88032Q109
GLNCY	GLENCORE PLC	507,684	$5.788M	0.3%	$12.71	—	COM	37827X100
BABA	ALIBABA GROUP HOLDING LTD	66,060	$5.73M	0.3%	$158.35	—	COM	01609W102
TGLS	TECNOGLASS INC	170,819	$5.63M	0.3%	$38.40	+4.6%	COM	G87264100
DHLGY	DHL GROUP	138,672	$5.62M	0.3%	$47.56	—	COM	25157Y202
CRRFY	CARREFOUR SA	1,613,346	$5.544M	0.3%	$3.20	—	COM	144430204
SONY	SONY GROUP CORP	67,138	$5.533M	0.3%	$80.31	—	COM	835699307
ALPMY	ASTELLAS PHARMA INC	391,745	$5.439M	0.2%	$16.89	—	COM	04623U102
JAZZ	JAZZ PHARMACEUTICALS PLC	40,995	$5.306M	0.2%	$138.29	-3.6%	COM	G50871105
ASR	GRUPO AEROPORTUARIO DEL SURE T	21,391	$5.256M	0.2%	$196.39	—	COM	40051E202
RHHBY	ROCHE HOLDING AG	138,378	$4.695M	0.2%	$41.05	—	COM	771195104
NTOIY	NESTE OYJ	222,410	$3.777M	0.2%	$25.99	—	COM	64104Y106
KNSL	KINSALE CAPITAL GROUP INC	7,056	$2.922M	0.1%	$174.64	+121.4%	COM	49714P108
KOF	COCA COLA FEMSA SAB DE CV	33,841	$2.654M	0.1%	$58.33	—	COM	191241108
XNGSY	ENN ENERGY HOLDINGS LTD	79,271	$2.622M	0.1%	$45.81	—	COM	26876F102
PTXKY	XL AXIATA TBK PT	821,499	$2.53M	0.1%	$2.71	—	COM	69369R100
OMAB	GRUPO AEROPORTUARIO DEL CENT O	28,346	$2.464M	0.1%	$59.08	—	COM	400501102
NOA	NORTH AMERICAN CONSTRUCTION R	113,081	$2.456M	0.1%	$12.94	+74.6%	COM	656811106
DECK	DECKERS OUTDOOR CORP	4,756	$2.445M	0.1%	$36.11	+148.0%	COM	243537107
—	CELESTICA INC	99,374	$2.437M	0.1%	$8.02	—	COM	15101Q108
EME	EMCOR GROUP INC	11,408	$2.421M	0.1%	$143.79	+44.7%	COM	29084Q100
ARCO	ARCOS DORADOS HOLDINGS INC	252,723	$2.391M	0.1%	$7.82	+23.3%	COM	G0457F107
STRL	STERLING INFRASTRUCTURE INC	32,443	$2.384M	0.1%	$22.37	+212.9%	COM	859241101
—	POWERSCHOOL HOLDINGS INC	104,932	$2.378M	0.1%	$17.19	—	COM	73939C106
CAMT	CAMTEK LTD ISRAEL	38,071	$2.37M	0.1%	$25.99	+86.9%	COM	M20791105
EBCOY	EBARA CORP	99,763	$2.343M	0.1%	$19.39	—	COM	278614201
—	PLAYA HOTELS RESORTS NV	323,053	$2.339M	0.1%	$6.75	—	COM	N70544106
MEDP	MEDPACE HOLDINGS INC	9,549	$2.312M	0.1%	$102.24	+150.2%	COM	58506Q109
UFPI	UFP INDUSTRIES INC	22,496	$2.304M	0.1%	$67.63	+49.4%	COM	90278Q108
—	VITESCO TECHNOLOGIES GROUP A	140,220	$2.279M	0.1%	$9.47	—	COM	92853L108
MITFY	MITIE GROUP PLC	453,346	$2.275M	0.1%	$4.91	—	COM	60671Y107
IMOS	CHIPMOS TECHNOLOGIES INC	98,646	$2.274M	0.1%	$22.80	—	COM	16965P202
LTGHY	LIFE HEALTHCARE GROUP HOLDIN S	522,577	$2.247M	0.1%	$4.34	—	COM	531850105
—	INDIVIOR PLC	97,127	$2.241M	0.1%	$23.79	—	COM	G4766E116
—	ENERPLUS CORP	127,095	$2.241M	0.1%	$10.54	—	COM	292766102
OEC	ORION SA	104,675	$2.227M	0.1%	$18.54	+17.7%	COM	L72967109
AFYA	AFYA LTD	140,613	$2.222M	0.1%	$12.19	+24.7%	COM	G01125106
SFM	SPROUTS FARMERS MARKET INC	51,461	$2.203M	0.1%	$34.91	+12.3%	COM	85208M102
DNLZY	INCITEC PIVOT LTD	1,077,186	$2.183M	0.1%	$2.03	—	COM	45326Y206
TYOYY	TAIYO YUDEN CO LTD	20,073	$2.179M	0.1%	$121.43	—	COM	874047202
MEOH	METHANEX CORP	48,262	$2.174M	0.1%	$39.62	+8.1%	COM	59151K108
ESNT	ESSENT GROUP LTD	45,945	$2.173M	0.1%	$37.27	+27.9%	COM	G3198U102
FELTY	FUJI ELECTRIC CO LTD	190,087	$2.148M	0.1%	$9.48	—	COM	35955T107
QLYS	QUALYS INC	13,972	$2.131M	0.1%	$96.39	+49.2%	COM	74758T303
NHNKY	NIHON KOHDEN CORP	171,961	$2.127M	0.1%	$12.63	—	COM	65412C108
BICEY	SOCIETE BIC SA	64,126	$2.12M	0.1%	$31.69	—	COM	088736103
—	WNS HOLDINGS LTD	30,926	$2.117M	0.1%	$70.96	—	COM	92932M101
—	SAPIENS INTERNATIONAL CORP N	73,935	$2.102M	0.1%	$20.03	—	COM	G7T16G103
AMPH	AMPHASTAR PHARMACEUTICALS IN	45,496	$2.092M	0.1%	$20.67	+163.8%	COM	03209R103
—	PRIMO WATER CORP	151,292	$2.088M	0.1%	$13.17	—	COM	74167P108
NEXNY	NEXANS SA	50,426	$2.057M	0.1%	$40.79	—	COM	65338U109
FIX	COMFORT SYSTEMS USA INC	12,048	$2.053M	0.1%	$52.27	+232.8%	COM	199908104
CMBT	EURONAV NV	124,554	$2.046M	0.1%	$7.38	+52.4%	COM	B38564108
CTRE	CARETRUST REIT INC	98,851	$2.026M	0.1%	$19.77	—	COM	14174T107
SPSC	SPS COMMERCE INC	11,872	$2.025M	0.1%	$118.12	+50.3%	COM	78463M107
TIGO	MILLICOM INTERNATIONAL CELLU A	131,057	$2.025M	0.1%	$16.77	-4.9%	COM	L6388F110
ERO	ERO COPPER CORP	117,405	$2.024M	0.1%	$15.40	+32.7%	COM	296006109
WBRBY	WIENERBERGER AG	389,865	$1.984M	0.1%	$5.20	—	COM	967662107
XPEL	XPEL INC	25,243	$1.963M	0.1%	$80.37	0.0%	COM	98379L100
AIT	APPLIED INDUSTRIAL TECHNOLOG E	12,667	$1.958M	0.1%	$132.38	+11.1%	COM	03820C105
SIMO	SILICON MOTION TECHNOLOGY CO P	38,037	$1.949M	0.1%	$58.31	—	COM	82706C108
MPWR	MONOLITHIC POWER SYSTEMS INC	4,210	$1.945M	0.1%	$189.27	+165.2%	COM	609839105
TCCPY	TECHNOPRO HOLDINGS INC	438,536	$1.912M	0.1%	$5.37	—	COM	87875T204
TENB	TENABLE HOLDINGS INC	42,764	$1.907M	0.1%	$42.41	+6.0%	COM	88025T102
—	INSTRUCTURE HOLDINGS INC	74,732	$1.898M	0.1%	$23.85	—	COM	457790103
TSEM	TOWER SEMICONDUCTOR LTD	77,194	$1.896M	0.1%	$31.20	+2.8%	COM	M87915274
MTH	MERITAGE HOMES CORP	15,450	$1.891M	0.1%	$54.40	+26.3%	COM	59001A102
FCN	FTI CONSULTING INC	10,579	$1.887M	0.1%	$128.42	+45.1%	COM	302941109
BLD	TOPBUILD CORP	7,483	$1.883M	0.1%	$170.24	+61.8%	COM	89055F103
—	SHOCKWAVE MEDICAL INC	9,404	$1.872M	0.1%	$199.96	—	COM	82489T104
SUOPY	SUMCO CORP	70,637	$1.845M	0.1%	$29.80	—	COM	86558P109
BL	BLACKLINE INC	34,060	$1.837M	0.1%	$55.50	-1.3%	COM	09239B109
AMN	AMN HEALTHCARE SERVICES INC	21,558	$1.836M	0.1%	$82.28	+15.3%	COM	001744101
LSCC	LATTICE SEMICONDUCTOR CORP	21,148	$1.817M	0.1%	$61.84	—	COM	518415104
MTDR	MATADOR RESOURCES CO	30,407	$1.809M	0.1%	$54.14	+7.6%	COM	576485205
PD	PAGERDUTY INC	80,393	$1.802M	0.1%	$27.76	-14.1%	COM	69553P100
PTEN	PATTERSON UTI ENERGY INC	129,493	$1.792M	0.1%	$14.63	0.0%	COM	703481101
LAD	LITHIA MOTORS INC	5,956	$1.759M	0.1%	$242.93	+25.5%	COM	536797103
NMIH	NMI HOLDINGS INC	63,265	$1.714M	0.1%	$18.00	+54.7%	COM	629209305
APELY	ALPS ALPINE CO LTD	98,044	$1.705M	0.1%	$20.46	—	COM	021090204
THKLY	THK CO LTD	185,898	$1.703M	0.1%	$10.10	—	COM	872434105
BOX	BOX INC	70,060	$1.696M	0.1%	$20.22	+41.3%	COM	10316T104
—	ENGAGESMART INC	94,164	$1.694M	0.1%	$19.21	—	COM	29283F103
TXRH	TEXAS ROADHOUSE INC	17,623	$1.694M	0.1%	$87.19	+17.5%	COM	882681109
SHLS	SHOALS TECHNOLOGIES GROUP IN	92,788	$1.693M	0.1%	$22.26	0.0%	COM	82489W107
MMSI	MERIT MEDICAL SYSTEMS INC	24,406	$1.685M	0.1%	$70.79	+1.7%	COM	589889104
PCTY	PAYLOCITY HOLDING CORP	9,145	$1.662M	0.1%	$185.21	+8.4%	COM	70438V106
—	LIVENT CORP	88,696	$1.633M	0.1%	$18.41	—	COM	53814L108
ALRM	ALARMCOM HOLDINGS INC	26,188	$1.601M	0.1%	$66.44	-14.9%	COM	011642105
SMPL	SIMPLY GOOD FOODS CO	46,052	$1.59M	0.1%	$36.17	-0.6%	COM	82900L102
YUEIY	YUE YUEN INDUSTRIAL HOLDINGS L	276,662	$1.589M	0.1%	$6.89	—	COM	988415105
EXLS	EXLSERVICE HOLDINGS INC	56,625	$1.588M	0.1%	$26.55	+10.2%	COM	302081104
AXON	AXON ENTERPRISE INC	7,971	$1.586M	0.1%	$112.64	+74.6%	COM	05464C101
GOOG	ALPHABET INC CLASS C	11,619	$1.532M	0.1%	$107.07	+20.5%	COM	02079K107
VLRS	CONTROLADORA VUELA CIA DE AV A	222,377	$1.51M	0.1%	$9.23	—	COM	21240E105
INMD	INMODE LTD	48,783	$1.486M	0.1%	$39.27	0.0%	COM	M5425M103
LNTH	LANTHEUS HOLDINGS INC	21,350	$1.483M	0.1%	$66.24	+10.4%	COM	516544103
ADUS	ADDUS HOMECARE CORP	17,200	$1.465M	0.1%	$99.34	-10.3%	COM	006739106
CBRE	CBRE GROUP INC	19,077	$1.409M	0.1%	$52.86	+56.9%	COM	12504L109
PAYC	PAYCOM SOFTWARE INC	5,391	$1.398M	0.1%	$291.16	+2.8%	COM	70432V102
FOXF	FOX FACTORY HOLDING CORP	13,325	$1.32M	0.1%	$80.72	+32.5%	COM	35138V102
—	NV5 GLOBAL INC	13,548	$1.304M	0.1%	$66.62	—	COM	62945V109
—	MODEL N INC	51,792	$1.264M	0.1%	$34.07	—	COM	607525102
EPAM	EPAM SYSTEMS INC	4,903	$1.254M	0.1%	$306.51	-19.4%	COM	29414B104
AZO	AUTOZONE INC	422	$1.072M	0.0%	$1856.28	+35.2%	COM	053332102
BRK/B	BERKSHIRE HATHAWAY INC	2,843	$1.015M	0.0%	$282.77	+25.5%	COM	084670702
WMT	WALMART INC	6,211	$993K	0.0%	$23.56	+119.9%	COM	931142103
XOM	EXXON MOBIL CORP	8,090	$967K	0.0%	$81.36	+24.2%	COM	30231G102
CSCO	CISCO SYSTEMS INC	17,929	$964K	0.0%	$29.99	+67.7%	COM	17275R102
JPM	JPMORGAN CHASE CO	6,549	$950K	0.0%	$62.86	+126.4%	COM	46625H100
CMCSA	COMCAST CORP	21,400	$949K	0.0%	$32.35	+28.3%	COM	20030N101
PRU	PRUDENTIAL FINANCIAL INC	9,092	$863K	0.0%	$55.80	+51.1%	COM	744320102
—	PERFICIENT INC	13,985	$809K	0.0%	$48.30	—	COM	71375U101
ACN	ACCENTURE PLC	2,551	$783K	0.0%	$181.93	+67.3%	COM	G1151C101
CASY	CASEYS GENERAL STORES INC	2,803	$761K	0.0%	$190.72	+31.1%	COM	147528103
EA	ELECTRONIC ARTS INC	6,252	$753K	0.0%	$105.88	+17.4%	COM	285512109
ROST	ROSS STORES INC	6,427	$726K	0.0%	$111.83	0.0%	COM	778296103
WM	WASTE MANAGEMENT INC	4,758	$725K	0.0%	$101.19	+54.2%	COM	94106L109
ORCL	ORACLE CORP	6,376	$675K	0.0%	$35.95	+213.7%	COM	68389X105
CCK	CROWN HOLDINGS INC	7,401	$655K	0.0%	$56.95	+53.2%	COM	228368106
ABBV	ABBVIE INC	4,113	$613K	0.0%	$74.66	+81.3%	COM	00287Y109
SYY	SYSCO CORP	8,880	$587K	0.0%	$59.85	+12.0%	COM	871829107
—	LABORATORY CORP OF AMERICA H L	2,820	$567K	0.0%	$210.86	—	COM	50540R409
DCI	DONALDSON CO INC	9,401	$561K	0.0%	$55.23	+7.7%	COM	257651109
HD	HOME DEPOT INC	1,805	$545K	0.0%	$62.05	+388.2%	COM	437076102
COF	CAPITAL ONE FINANCIAL CORP	5,596	$543K	0.0%	$74.59	+38.1%	COM	14040H105
MKSI	MKS INSTRUMENTS INC	6,163	$533K	0.0%	$163.30	-41.5%	COM	55306N104
—	HORIZON THERAPEUTICS PLC	3,917	$453K	0.0%	$54.47	—	COM	G46188101
D	DOMINION ENERGY INC	9,809	$438K	0.0%	$69.34	-36.5%	COM	25746U109
MPC	MARATHON PETROLEUM CORP	2,393	$362K	0.0%	$37.60	+252.8%	COM	56585A102
MCHP	MICROCHIP TECHNOLOGY INC	4,078	$318K	0.0%	$69.34	+13.5%	COM	595017104
SNPS	SYNOPSYS INC	693	$318K	0.0%	$301.65	+48.4%	COM	871607107
AFL	AFLAC INC	4,116	$316K	0.0%	$38.84	+81.6%	COM	001055102
FANG	DIAMONDBACK ENERGY INC	2,025	$314K	0.0%	$134.18	0.0%	COM	25278X109
AMP	AMERIPRISE FINANCIAL INC	909	$300K	0.0%	$142.92	+131.3%	COM	03076C106
LIN	LINDE PLC	798	$297K	0.0%	$324.98	+13.6%	COM	G54950103
PH	PARKER HANNIFIN CORP	742	$289K	0.0%	$188.49	+107.7%	COM	701094104
—	MARATHON OIL CORP	10,312	$276K	0.0%	$6.19	—	COM	565849106
CB	CHUBB LTD	1,291	$269K	0.0%	$135.90	+44.8%	COM	H1467J104
LYB	LYONDELLBASELL INDUSTRIES	2,781	$263K	0.0%	$76.23	+6.3%	COM	N53745100
NRG	NRG ENERGY INC	6,831	$263K	0.0%	$31.01	+16.3%	COM	629377508
IBM	INTERNATIONAL BUSINESS MACHI E	1,871	$263K	0.0%	$113.00	+16.6%	COM	459200101
AMGN	AMGEN INC	975	$262K	0.0%	$131.45	+76.4%	COM	031162100
SPG	SIMON PROPERTY GROUP INC	2,413	$261K	0.0%	$52.82	+95.5%	COM	828806109
CNP	CENTERPOINT ENERGY INC	9,685	$260K	0.0%	$20.09	+35.0%	COM	15189T107
MAS	MASCO CORP	4,759	$254K	0.0%	$49.02	+12.8%	COM	574599106
TXN	TEXAS INSTRUMENTS INC	1,560	$248K	0.0%	$40.83	+289.1%	COM	882508104
GD	GENERAL DYNAMICS	1,118	$247K	0.0%	$137.85	+53.2%	COM	369550108
TMUS	T MOBILE US INC	1,762	$247K	0.0%	$120.70	+10.9%	COM	872590104
EGP	EASTGROUP PROPERTIES INC	1,478	$246K	0.0%	$138.09	—	COM	277276101
PFG	PRINCIPAL FINANCIAL GROUP	3,392	$244K	0.0%	$41.42	+71.6%	COM	74251V102
—	THE TRAVELERS COS INC	1,487	$243K	0.0%	$163.31	—	COM	89420G109
EQIX	EQUINIX INC	324	$234K	0.0%	$662.35	+11.1%	COM	29444U700
ALL	THE ALLSTATE CORP	2,094	$233K	0.0%	$89.31	+16.0%	COM	020002101
ELV	ELEVANCE HEALTH INC	529	$230K	0.0%	$265.94	+64.2%	COM	036752103
PLD	PROLOGIS INC	2,008	$225K	0.0%	$100.19	+12.8%	COM	74340W103
VSS	VANGUARD FTSE ALL WORLD EX U	2,060	$219K	0.0%	$106.20	—	COM	922042718
RHP	RYMAN HOSPITALITY PROPERTIES I	2,579	$218K	0.0%	$85.90	—	COM	78377T107
PCH	POTLATCHDELTIC CORP	4,769	$215K	0.0%	$48.07	—	COM	737630103
—	DISCOVER FINANCIAL SERVICES	2,475	$214K	0.0%	$93.23	—	COM	254709108
AMH	AMERICAN HOMES 4 RENT	6,260	$211K	0.0%	$30.04	—	COM	02665T306
SKT	TANGER FACTORY OUTLET CENTER	9,121	$210K	0.0%	$18.11	—	COM	875465106
WY	WEYERHAEUSER CO	6,819	$209K	0.0%	$30.62	0.0%	COM	962166104
EPRT	ESSENTIAL PROPERTIES REALTY R	9,458	$205K	0.0%	$24.85	—	COM	29670E107
NHI	NATIONAL HEALTH INVESTORS IN	3,962	$203K	0.0%	$51.58	—	COM	63633D104
CVS	CVS HEALTH CORP	2,908	$203K	0.0%	$64.30	+0.4%	COM	126650100
CUBE	CUBESMART	5,202	$201K	0.0%	$41.15	—	COM	229663109
CAG	CONAGRA BRANDS INC	7,321	$201K	0.0%	$28.81	-6.0%	COM	205887102
AES	AES CORP	11,101	$169K	0.0%	$20.06	-15.3%	COM	00130H105