Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MSFT	MICROSOFT CORP	105,804	$44.51M	1.7%	$27.43	+1355.4%	COM	594918104
ACGL	ARCH CAPITAL GROUP LTD	465,699	$43.05M	1.6%	$42.23	+90.4%	COM	G0450A105
AVGO	BROADCOM INC	32,067	$42.5M	1.6%	$52.28	+131.9%	COM	11135F101
META	META PLATFORMS INC	86,090	$41.81M	1.6%	$145.00	+205.7%	COM	30303M102
ICLR	ICON PLC	123,335	$41.43M	1.6%	$247.79	+19.0%	COM	G4705A100
AMZN	AMAZONCOM INC	225,300	$40.64M	1.5%	$117.19	+42.4%	COM	023135106
PTC	PTC INC	212,136	$40.08M	1.5%	$108.28	+66.4%	COM	69370C100
CTAS	CINTAS CORP	57,287	$39.36M	1.5%	$51.61	+193.9%	COM	172908105
GOOGL	ALPHABET INC	257,610	$38.87M	1.5%	$104.43	+36.0%	COM	02079K305
KLAC	KLA CORP	55,647	$38.87M	1.5%	$98.17	+543.7%	COM	482480100
CDW	CDW CORDE	151,846	$38.84M	1.5%	$66.51	+248.2%	COM	12514G108
—	LAM RESEARCH CORP	39,644	$38.52M	1.5%	$644.43	—	COM	512807108
NOW	SERVICENOW INC	50,364	$38.4M	1.5%	$68.19	+122.2%	COM	81762P102
CDNS	CADENCE DESIGN SYSTEMS INC	121,940	$37.96M	1.4%	$68.55	+331.5%	COM	127387108
MSI	MOTOROLA SOLUTIONS INC	105,478	$37.44M	1.4%	$137.07	+135.3%	COM	620076307
WEX	WEX INC	157,552	$37.42M	1.4%	$183.91	+17.0%	COM	96208T104
FERG1GBX	FERGUSON PLC	171,024	$37.36M	1.4%	$193.10	—	COM	G3421J106
RCL	ROYAL CARIBBEAN CRUISES LTD	267,689	$37.21M	1.4%	$122.72	0.0%	COM	V7780T103
COR	CENCORA INC	152,348	$37.02M	1.4%	$191.75	+18.1%	COM	03073E105
AMAT	APPLIED MATERIALS INC	178,873	$36.89M	1.4%	$111.90	+61.2%	COM	038222105
FISV	FISERV INC	230,760	$36.86M	1.4%	$99.72	+46.1%	COM	337738108
AAPL	APPLE INC	213,959	$36.69M	1.4%	$80.59	+123.7%	COM	037833100
APH	AMPHENOL CORP	317,245	$36.59M	1.4%	$25.84	+99.6%	COM	032095101
ORLY	OREILLY AUTOMOTIVE INC	32,378	$36.55M	1.4%	$7.73	+805.2%	COM	67103H107
HCA	HCA HEALTHCARE INC	109,448	$36.5M	1.4%	$130.36	+131.0%	COM	40412C101
GWW	WW GRAINGER INC	35,780	$36.4M	1.4%	$469.42	+95.5%	COM	384802104
LOW	LOWES COS INC	142,443	$36.28M	1.4%	$142.87	+55.4%	COM	548661107
ECL	ECOLAB INC	156,936	$36.26M	1.4%	$207.94	0.0%	COM	278865100
TGT	TARGET CORP	202,537	$35.89M	1.4%	$142.02	0.0%	COM	87612E106
MA	MASTERCARD INC	74,050	$35.66M	1.3%	$187.23	+141.7%	COM	57636Q104
CI	CIGNA GROUP	96,233	$34.95M	1.3%	$246.24	+29.0%	COM	125523100
LECO	LINCOLN ELECTRIC HOLDINGS INC	135,927	$34.72M	1.3%	$191.04	+23.6%	COM	533900106
MCK	MCKESSON CORP	64,182	$34.46M	1.3%	$340.25	+48.0%	COM	58155Q103
MAR	MARRIOTT INTERNATIONAL INC/MD	136,164	$34.36M	1.3%	$168.95	+40.7%	COM	571903202
SHW	SHERWIN WILLIAMS CO	98,800	$34.32M	1.3%	$313.46	0.0%	COM	824348106
CRM	SALESFORCE INC	113,719	$34.25M	1.3%	$166.88	+70.9%	COM	79466L302
IT	GARTNER INC	71,486	$34.13M	1.3%	$399.48	+15.2%	COM	366651107
ROP	ROPER TECHNOLOGIES INC	60,652	$34.02M	1.3%	$346.82	+55.4%	COM	776696106
V	VISA INC	121,334	$33.86M	1.3%	$128.06	+112.7%	COM	92826C839
CHE	CHEMED CORP	52,062	$33.42M	1.3%	$475.40	+26.8%	COM	16359R103
EG	EVEREST GROUP LTD	83,873	$33.34M	1.3%	$349.24	+4.1%	COM	G3223R108
NFLX	NETFLIX INC	54,739	$33.31M	1.3%	$42.57	+32.4%	COM	64110L106
ITW	ILLINOIS TOOL WORKS INC	122,620	$32.9M	1.2%	$100.50	+146.4%	COM	452308109
VRTX	VERTEX PHARMACEUTICALS INC	77,696	$32.48M	1.2%	$245.54	+72.2%	COM	92532F100
DHR	DANAHER CORP	128,646	$32.13M	1.2%	$250.86	-3.7%	COM	235851102
UNP	UNION PACIFIC CORP	129,698	$31.9M	1.2%	$100.02	+135.6%	COM	907818108
EOG	EOG RESOURCES INC	249,403	$31.88M	1.2%	$66.18	+66.8%	COM	26875P101
BJ	BJS WHOLESALE CLUB HOLDINGS INC	420,074	$31.84M	1.2%	$71.07	-1.9%	COM	05550J101
KEYS	KEYSIGHT TECHNOLOGIES INC	200,197	$31.31M	1.2%	$152.89	+0.6%	COM	49338L103
TMO	THERMO FISHER SCIENTIFIC INC	53,823	$31.28M	1.2%	$253.51	+120.0%	COM	883556102
—	ANSYS INC	89,763	$31.16M	1.2%	$333.20	—	COM	03662Q105
UNH	UNITEDHEALTH GROUP INC	59,875	$29.62M	1.1%	$211.06	+131.7%	COM	91324P102
PYPL	PAYPAL HOLDINGS INC	440,774	$29.53M	1.1%	$78.56	-22.1%	COM	70450Y103
LULU	LULULEMON ATHLETICA INC	70,705	$27.61M	1.0%	$462.26	0.0%	COM	550021109
ADBE	ADOBE INC	53,404	$26.95M	1.0%	$211.83	+170.6%	COM	00724F101
CSTM	CONSTELLIUM SE	517,207	$11.44M	0.4%	$17.95	+7.9%	COM	F21107101
CRH	CRH PLC	128,525	$11.09M	0.4%	$54.36	+37.4%	COM	G25508105
TGLS	TECNOGLASS INC	197,133	$10.26M	0.4%	$38.29	+18.7%	COM	G87264100
EADSY	AIRBUS SE	209,662	$9.685M	0.4%	$31.42	—	COM	009279100
STLA	STELLANTIS NV	337,712	$9.557M	0.4%	$17.33	—	COM	N82405106
TSM	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	70,096	$9.537M	0.4%	$20.00	—	COM	874039100
PUBGY	PUBLICIS GROUPE SA	350,167	$9.526M	0.4%	$15.89	—	COM	74463M106
STNG	SCORPIO TANKERS INC	132,005	$9.445M	0.4%	$71.55	—	COM	Y7542C130
HTHIY	HITACHI LTD	50,728	$9.276M	0.4%	$123.26	—	COM	433578507
SHECY	SHIN ETSU CHEMICAL CO LTD	417,343	$9.114M	0.3%	$19.98	—	COM	824551105
NOMD	NOMAD FOODS LTD	464,300	$9.082M	0.3%	$19.77	-6.9%	COM	G6564A105
GLNG	GOLAR LNG LTD	369,631	$8.893M	0.3%	$21.82	-3.8%	COM	G9456A100
HCMLY	HOLCIM AG	483,696	$8.775M	0.3%	$15.67	—	COM	43475E105
ITUB	ITAU UNIBANCO HOLDING SA	1,205,760	$8.356M	0.3%	$5.72	—	COM	465562106
VLVLY	VOLVO AB	297,945	$8.27M	0.3%	$22.85	—	COM	928854108
SBGSY	SCHNEIDER ELECTRIC SE	180,112	$8.157M	0.3%	$16.50	—	COM	80687P106
VET	VERMILION ENERGY INC	642,006	$7.987M	0.3%	$14.26	-21.4%	COM	923725105
GBOOY	GRUPO FINANCIERO BANORTE SAB DE CV	149,419	$7.957M	0.3%	$41.16	—	COM	40052P107
IBN	ICICI BANK LTD	300,892	$7.947M	0.3%	$14.86	—	COM	45104G104
ARCO	ARCOS DORADOS HOLDINGS INC	711,668	$7.914M	0.3%	$9.97	+12.3%	COM	G0457F107
ASAIY	SENDAS DISTRIBUIDORA SA	531,101	$7.876M	0.3%	$14.14	—	COM	81689T104
BRSL	INTERNATIONAL GAME TECHNOLOGY PLC	347,550	$7.851M	0.3%	$17.10	+11.7%	COM	G4863A108
NXPI	NXP SEMICONDUCTORS NV	31,292	$7.753M	0.3%	$79.60	+180.2%	COM	N6596X109
VCISY	VINCI SA	239,102	$7.678M	0.3%	$25.48	—	COM	927320101
DOO	BRP INC	111,122	$7.456M	0.3%	$77.23	-16.5%	COM	05577W200
RYCEY	ROLLS ROYCE HOLDINGS PLC	1,378,425	$7.404M	0.3%	$2.70	—	COM	775781206
ALIZY	ALLIANZ SE	246,744	$7.385M	0.3%	$17.00	—	COM	018820100
CGEMY	CAPGEMINI SE	159,216	$7.337M	0.3%	$20.86	—	COM	13961R100
NTDOY	NINTENDO CO LTD	538,409	$7.317M	0.3%	$12.99	—	COM	654445303
BKRKY	BANK RAKYAT INDONESIA PERSERO TBK PT	382,816	$7.314M	0.3%	$14.47	—	COM	69366X100
FMX	FOMENTO ECONOMICO MEXICANO SAB DE CV	55,737	$7.261M	0.3%	$96.20	—	COM	344419106
GIB	CGI INC	65,694	$7.259M	0.3%	$65.67	+69.4%	COM	12532H104
TOELY	TOKYO ELECTRON LTD	55,838	$7.246M	0.3%	$55.30	—	COM	889110102
BAESY	BAE SYSTEMS PLC	106,061	$7.239M	0.3%	$68.25	—	COM	05523R107
SHEL	SHELL PLC	104,812	$7.027M	0.3%	$52.50	—	COM	780259305
WTBDY	WHITBREAD PLC	641,934	$6.708M	0.3%	$9.23	—	COM	96342K100
ASR	GRUPO AEROPORTUARIO DEL SURESTE SAB DE CV	20,781	$6.622M	0.3%	$196.39	—	COM	40051E202
AXS	AXIS CAPITAL HOLDINGS LTD	100,495	$6.533M	0.2%	$50.23	+15.6%	COM	G0692U109
RNECY	RENESAS ELECTRONICS CORP	733,774	$6.491M	0.2%	$7.19	—	COM	75972B101
IFNNY	INFINEON TECHNOLOGIES AG	189,044	$6.433M	0.2%	$19.02	—	COM	45662N103
HSBC	HSBC HOLDINGS PLC	160,216	$6.306M	0.2%	$34.05	—	COM	404280406
SNY	SANOFI	127,814	$6.212M	0.2%	$38.02	—	COM	80105N105
LNVGY	LENOVO GROUP LTD	267,345	$6.192M	0.2%	$16.23	—	COM	526250105
UOVEY	UNITED OVERSEAS BANK LTD	137,327	$5.972M	0.2%	$38.45	—	COM	911271302
DHLGY	DHL GROUP	135,311	$5.864M	0.2%	$47.56	—	COM	25157Y202
PERI	PERION NETWORK LTD	259,904	$5.843M	0.2%	$30.74	-17.1%	COM	M78673114
TCEHY	TENCENT HOLDINGS LTD	142,822	$5.554M	0.2%	$57.09	—	COM	88032Q109
SONY	SONY GROUP CORP	63,984	$5.486M	0.2%	$80.31	—	COM	835699307
CRRFY	CARREFOUR SA	1,582,342	$5.448M	0.2%	$3.20	—	COM	144430204
GLNCY	GLENCORE PLC	491,967	$5.387M	0.2%	$12.71	—	COM	37827X100
BYDDY	BYD CO LTD	93,725	$4.806M	0.2%	$54.59	—	COM	05606L100
KNSL	KINSALE CAPITAL GROUP INC	9,140	$4.796M	0.2%	$235.36	+91.4%	COM	49714P108
BABA	ALIBABA GROUP HOLDING LTD	63,995	$4.631M	0.2%	$144.64	—	COM	01609W102
MEDP	MEDPACE HOLDINGS INC	11,011	$4.45M	0.2%	$148.10	+137.4%	COM	58506Q109
SFM	SPROUTS FARMERS MARKET INC	66,876	$4.312M	0.2%	$39.13	+42.4%	COM	85208M102
EME	EMCOR GROUP INC	11,710	$4.111M	0.2%	$147.34	+81.5%	COM	29084Q100
STRL	STERLING INFRASTRUCTURE INC	37,082	$4.091M	0.2%	$34.55	+162.8%	COM	859241101
FIX	COMFORT SYSTEMS USA INC	12,483	$3.966M	0.1%	$60.20	+321.5%	COM	199908104
—	SHOCKWAVE MEDICAL INC	12,156	$3.958M	0.1%	$225.49	—	COM	82489T104
RHHBY	ROCHE HOLDING AG	119,635	$3.819M	0.1%	$41.05	—	COM	771195104
KOF	COCACOLA FEMSA SAB DE CV	38,390	$3.732M	0.1%	$62.74	—	COM	191241108
DECK	DECKERS OUTDOOR CORP	3,837	$3.612M	0.1%	$36.11	+283.9%	COM	243537107
CAMT	CAMTEK LTD ISRAEL	42,714	$3.578M	0.1%	$30.37	+154.6%	COM	M20791105
BLD	TOPBUILD CORP	8,044	$3.545M	0.1%	$179.51	+117.9%	COM	89055F103
FELTY	FUJI ELECTRIC CO LTD	212,376	$3.543M	0.1%	$9.86	—	COM	35955T107
TXRH	TEXAS ROADHOUSE INC	22,931	$3.542M	0.1%	$96.40	+38.1%	COM	882681109
—	PLAYA HOTELS RESORTS NV	362,606	$3.517M	0.1%	$7.00	—	COM	N70544106
PLMR	PALOMAR HOLDINGS INC	41,687	$3.495M	0.1%	$68.57	0.0%	COM	69753M105
IMOS	CHIPMOS TECHNOLOGIES INC	109,549	$3.445M	0.1%	$23.41	—	COM	16965P202
EBCOY	EBARA CORP	75,837	$3.428M	0.1%	$20.01	—	COM	278614201
SIMO	SILICON MOTION TECHNOLOGY CORP	42,410	$3.263M	0.1%	$59.30	—	COM	82706C108
AIT	APPLIED INDUSTRIAL TECHNOLOGIES INC	16,452	$3.25M	0.1%	$142.31	+26.4%	COM	03820C105
AXON	AXON ENTERPRISE INC	10,357	$3.24M	0.1%	$148.16	+87.6%	COM	05464C101
OMAB	GRUPO AEROPORTUARIO DEL CENTRO NORTE SAB DE CV	40,815	$3.228M	0.1%	$65.53	—	COM	400501102
ELF	ELF BEAUTY INC	16,271	$3.19M	0.1%	$115.37	+54.0%	COM	26856L103
WBRBY	WIENERBERGER AG	434,769	$3.17M	0.1%	$5.38	—	COM	967662107
—	PRIMO WATER CORP	172,775	$3.146M	0.1%	$13.56	—	COM	74167P108
QLYS	QUALYS INC	18,253	$3.046M	0.1%	$115.12	+53.4%	COM	74758T303
CTRE	CARETRUST REIT INC	123,463	$3.009M	0.1%	$20.63	—	COM	14174T107
ESNT	ESSENT GROUP LTD	50,550	$3.008M	0.1%	$38.38	+37.4%	COM	G3198U102
WFRD	WEATHERFORD INTERNATIONAL PLC	25,886	$2.988M	0.1%	$101.47	0.0%	COM	G48833118
KTWIY	KURITA WATER INDUSTRIES LTD	35,780	$2.957M	0.1%	$78.51	—	COM	501283105
GRBK	GREEN BRICK PARTNERS INC	48,955	$2.949M	0.1%	$53.62	0.0%	COM	392709101
TIGO	MILLICOM INTERNATIONAL CELLULAR SA	145,683	$2.947M	0.1%	$16.78	+5.8%	COM	L6388F110
NEXNY	NEXANS SA	56,164	$2.939M	0.1%	$41.46	—	COM	65338U109
FCN	FTI CONSULTING INC	13,830	$2.908M	0.1%	$145.75	+37.9%	COM	302941109
—	SQUARESPACE INC	79,720	$2.905M	0.1%	$36.44	—	COM	85225A107
AFYA	AFYA LTD	154,958	$2.879M	0.1%	$12.82	+58.0%	COM	G01125106
HQY	HEALTHEQUITY INC	35,206	$2.874M	0.1%	$71.16	+9.7%	COM	42226A107
QTWO	Q2 HOLDINGS INC	54,495	$2.864M	0.1%	$45.20	0.0%	COM	74736L109
SPSC	SPS COMMERCE INC	15,483	$2.863M	0.1%	$133.12	+38.7%	COM	78463M107
VRRM	VERRA MOBILITY CORP	114,421	$2.857M	0.1%	$22.75	0.0%	COM	92511U102
BL	BLACKLINE INC	44,584	$2.852M	0.1%	$56.53	+7.4%	COM	09239B109
TSEM	TOWER SEMICONDUCTOR LTD	85,114	$2.847M	0.1%	$30.90	+0.7%	COM	M87915274
MTH	MERITAGE HOMES CORP	16,222	$2.846M	0.1%	$55.26	+46.4%	COM	59001A102
THKLY	THK CO LTD	240,827	$2.817M	0.1%	$10.38	—	COM	872434105
NOA	NORTH AMERICAN CONSTRUCTION GROUP LTD	126,139	$2.81M	0.1%	$13.83	+68.3%	COM	656811106
OEC	ORION SA	118,259	$2.781M	0.1%	$19.06	+21.3%	COM	L72967109
—	CELESTICA INC	61,178	$2.749M	0.1%	$9.17	—	COM	15101Q108
—	INDIVIOR PLC	128,178	$2.746M	0.1%	$22.93	—	COM	G4766E116
LRN	STRIDE INC	43,497	$2.742M	0.1%	$60.30	0.0%	COM	86333M108
OSW	ONESPAWORLD HOLDINGS LTD	205,490	$2.719M	0.1%	$13.35	0.0%	COM	P73684113
MITFY	MITIE GROUP PLC	510,894	$2.711M	0.1%	$4.94	—	COM	60671Y107
ENSG	ENSIGN GROUP INC	21,575	$2.681M	0.1%	$119.50	0.0%	COM	29358P101
TENB	TENABLE HOLDINGS INC	55,067	$2.672M	0.1%	$43.29	+9.7%	COM	88025T102
PTXKY	XL AXIATA TBK PT	934,389	$2.664M	0.1%	$2.71	—	COM	69369R100
NMIH	NMI HOLDINGS INC	82,125	$2.656M	0.1%	$20.69	+45.9%	COM	629209305
—	SAPIENS INTERNATIONAL CORP NV	82,551	$2.655M	0.1%	$21.09	—	COM	G7T16G103
MTDR	MATADOR RESOURCES CO	39,665	$2.648M	0.1%	$55.35	+7.4%	COM	576485205
VEMLY	VENTURE CORP LTD	49,819	$2.633M	0.1%	$51.65	—	COM	92326A101
TCCPY	TECHNOPRO HOLDINGS INC	658,777	$2.628M	0.1%	$4.97	—	COM	87875T204
AMPH	AMPHASTAR PHARMACEUTICALS INC	59,402	$2.608M	0.1%	$27.97	+84.7%	COM	03209R103
—	POWERSCHOOL HOLDINGS INC	121,831	$2.594M	0.1%	$17.95	—	COM	73939C106
BICEY	SOCIETE BIC SA	71,755	$2.565M	0.1%	$32.06	—	COM	088736103
NHNKY	NIHON KOHDEN CORP	193,324	$2.56M	0.1%	$12.87	—	COM	65412C108
ERO	ERO COPPER CORP	130,713	$2.52M	0.1%	$15.34	+7.5%	COM	296006109
SUOPY	SUMCO CORP	79,116	$2.489M	0.1%	$29.89	—	COM	86558P109
ALRM	ALARMCOM HOLDINGS INC	34,071	$2.469M	0.1%	$66.30	+2.4%	COM	011642105
PCTY	PAYLOCITY HOLDING CORP	14,229	$2.445M	0.1%	$178.48	-7.5%	COM	70438V106
MEOH	METHANEX CORP	54,003	$2.41M	0.1%	$40.08	+11.3%	COM	59151K108
MMSI	MERIT MEDICAL SYSTEMS INC	31,711	$2.402M	0.1%	$72.23	+6.9%	COM	589889104
HURN	HURON CONSULTING GROUP INC	24,631	$2.382M	0.1%	$101.32	0.0%	COM	447462102
EXLS	EXLSERVICE HOLDINGS INC	74,472	$2.368M	0.1%	$27.57	+12.8%	COM	302081104
ADUS	ADDUS HOMECARE CORP	22,660	$2.342M	0.1%	$97.74	-4.4%	COM	006739106
PD	PAGERDUTY INC	104,507	$2.323M	0.1%	$26.75	-11.2%	COM	69553P100
DNLZY	INCITEC PIVOT LTD	1,223,403	$2.306M	0.1%	$2.01	—	COM	45326Y206
YUEIY	YUE YUEN INDUSTRIAL HOLDINGS LTD	310,760	$2.18M	0.1%	$6.82	—	COM	988415105
LSCC	LATTICE SEMICONDUCTOR CORP	27,568	$2.157M	0.1%	$65.50	—	COM	518415104
TYOYY	TAIYO YUDEN CO LTD	22,795	$2.152M	0.1%	$119.00	—	COM	874047202
LTGHY	LIFE HEALTHCARE GROUP HOLDINGS LTD	592,185	$2.15M	0.1%	$4.28	—	COM	531850105
—	INSTRUCTURE HOLDINGS INC	97,397	$2.082M	0.1%	$23.54	—	COM	457790103
CXM	SPRINKLR INC	165,699	$2.033M	0.1%	$13.49	-5.6%	COM	85208T107
SMPL	SIMPLY GOOD FOODS CO	59,697	$2.031M	0.1%	$36.35	+1.4%	COM	82900L102
—	MODEL N INC	66,720	$1.9M	0.1%	$32.64	—	COM	607525102
VLRS	CONTROLADORA VUELA CIA DE AVIACION SAB DE CV	250,476	$1.859M	0.1%	$9.16	—	COM	21240E105
EPAM	EPAM SYSTEMS INC	6,368	$1.759M	0.1%	$303.16	-2.9%	COM	29414B104
—	WNS HOLDINGS LTD	34,768	$1.757M	0.1%	$50.53	—	COM	G98196101
LNTH	LANTHEUS HOLDINGS INC	27,633	$1.72M	0.1%	$64.42	-8.6%	COM	516544103
GOOG	ALPHABET INC CLASS C	11,259	$1.714M	0.1%	$107.07	+33.8%	COM	02079K107
APELY	ALPS ALPINE CO LTD	107,769	$1.688M	0.1%	$20.08	—	COM	021090204
—	INTEGRAL AD SCIENCE HOLDING CORP	165,305	$1.648M	0.1%	$9.97	—	COM	45828L108
SHLS	SHOALS TECHNOLOGIES GROUP INC	132,531	$1.482M	0.1%	$19.54	-29.6%	COM	82489W107
FTNT	FORTINET INC	19,232	$1.314M	0.0%	$55.27	+20.4%	COM	34959E109
INMD	INMODE LTD	60,765	$1.312M	0.0%	$35.52	-37.1%	COM	M5425M103
AZO	AUTOZONE INC	339	$1.068M	0.0%	$1856.28	+54.0%	COM	053332102
JPM	JPMORGAN CHASE CO	5,295	$1.061M	0.0%	$62.86	+176.2%	COM	46625H100
CBRE	CBRE GROUP INC	10,401	$1.011M	0.0%	$52.86	+69.9%	COM	12504L109
XOM	EXXON MOBIL CORP	8,319	$956K	0.0%	$84.19	+16.5%	COM	30231G102
BRK/B	BERKSHIRE HATHAWAY INC	2,254	$940K	0.0%	$282.77	+39.1%	COM	084670702
WMT	WALMART INC	14,829	$892K	0.0%	$45.32	+23.7%	COM	931142103
CMCSA	COMCAST CORP	20,387	$883K	0.0%	$33.59	+20.9%	COM	20030N101
LMT	LOCKHEED MARTIN CORP	1,905	$866K	0.0%	$370.32	+12.3%	COM	539830109
CSL	CARLISLE COS INC	1,935	$752K	0.0%	$331.86	0.0%	COM	142339100
CSCO	CISCO SYSTEMS INC	14,873	$742K	0.0%	$30.29	+55.9%	COM	17275R102
ROST	ROSS STORES INC	4,937	$725K	0.0%	$111.83	+25.5%	COM	778296103
PGR	PROGRESSIVE CORP	3,304	$683K	0.0%	$170.60	0.0%	COM	743315103
ORCL	ORACLE CORP	5,371	$675K	0.0%	$35.95	+212.6%	COM	68389X105
WM	WASTE MANAGEMENT INC	3,115	$664K	0.0%	$101.19	+88.8%	COM	94106L109
PG	PROCTER GAMBLE CO	4,030	$654K	0.0%	$102.54	+46.2%	COM	742718109
SPG	SIMON PROPERTY GROUP INC	4,121	$645K	0.0%	$86.32	+54.3%	COM	828806109
CASY	CASEYS GENERAL STORES INC	1,989	$633K	0.0%	$198.11	+46.0%	COM	147528103
DCI	DONALDSON CO INC	8,346	$623K	0.0%	$55.23	+19.4%	COM	257651109
SYY	SYSCO CORP	7,595	$617K	0.0%	$59.85	+24.6%	COM	871829107
CCK	CROWN HOLDINGS INC	7,724	$612K	0.0%	$62.98	+27.2%	COM	228368106
ABBV	ABBVIE INC	3,330	$606K	0.0%	$74.66	+117.0%	COM	00287Y109
EA	ELECTRONIC ARTS INC	4,379	$581K	0.0%	$105.88	+28.4%	COM	285512109
—	LABORATORY CORP OF AMERICA HOLDINGS	2,485	$543K	0.0%	$210.86	—	COM	50540R409
D	DOMINION ENERGY INC	9,711	$478K	0.0%	$69.34	-38.5%	COM	25746U109
HD	HOME DEPOT INC	1,179	$452K	0.0%	$62.05	+461.7%	COM	437076102
NRG	NRG ENERGY INC	6,496	$440K	0.0%	$31.01	+75.4%	COM	629377508
FANG	DIAMONDBACK ENERGY INC	2,112	$419K	0.0%	$138.82	+14.5%	COM	25278X109
PH	PARKER HANNIFIN CORP	720	$400K	0.0%	$188.49	+164.5%	COM	701094104
AMP	AMERIPRISE FINANCIAL INC	889	$390K	0.0%	$142.92	+173.4%	COM	03076C106
SNPS	SYNOPSYS INC	675	$386K	0.0%	$301.65	+82.5%	COM	871607107
ALL	THE ALLSTATE CORP	2,201	$381K	0.0%	$91.98	+65.2%	COM	020002101
MPC	MARATHON PETROLEUM CORP	1,888	$380K	0.0%	$37.60	+337.1%	COM	56585A102
MAS	MASCO CORP	4,791	$378K	0.0%	$49.02	+42.3%	COM	574599106
TRV	THE TRAVELERS COS INC	1,565	$360K	0.0%	$168.12	+23.0%	COM	89417E109
ABT	ABBOTT LABORATORIES	3,161	$359K	0.0%	$107.04	+3.5%	COM	002824100
—	DISCOVER FINANCIAL SERVICES	2,702	$354K	0.0%	$96.23	—	COM	254709108
LIN	LINDE PLC	760	$353K	0.0%	$324.98	+30.0%	COM	G54950103
IBM	INTERNATIONAL BUSINESS MACHINES CORP	1,841	$352K	0.0%	$113.00	+52.7%	COM	459200101
CB	CHUBB LTD	1,350	$350K	0.0%	$140.11	+72.2%	COM	H1467J104
GD	GENERAL DYNAMICS	1,150	$325K	0.0%	$141.19	+82.7%	COM	369550108
LYB	LYONDELLBASELL INDUSTRIES	3,061	$313K	0.0%	$76.86	+9.4%	COM	N53745100
—	MARATHON OIL CORP	11,040	$313K	0.0%	$7.60	—	COM	565849106
MCHP	MICROCHIP TECHNOLOGY INC	3,466	$311K	0.0%	$69.34	+18.1%	COM	595017104
TMUS	TMOBILE US INC	1,895	$309K	0.0%	$123.09	+28.5%	COM	872590104
PFG	PRINCIPAL FINANCIAL GROUP	3,485	$301K	0.0%	$42.21	+77.1%	COM	74251V102
AFL	AFLAC INC	3,496	$300K	0.0%	$38.84	+102.8%	COM	001055102
RHP	RYMAN HOSPITALITY PROPERTIES INC	2,579	$299K	0.0%	$85.90	—	COM	78377T107
MO	ALTRIA GROUP INC	6,837	$298K	0.0%	$35.70	0.0%	COM	02209S103
PK	PARK HOTELS & RESORTS INC	16,501	$289K	0.0%	$15.26	—	COM	700517105
CNP	CENTERPOINT ENERGY INC	9,685	$276K	0.0%	$20.09	+32.8%	COM	15189T107
SKT	TANGER INC	9,121	$270K	0.0%	$18.11	—	COM	875465106
ELV	ELEVANCE HEALTH INC	519	$269K	0.0%	$265.94	+81.2%	COM	036752103
EGP	EASTGROUP PROPERTIES INC	1,488	$267K	0.0%	$138.09	—	COM	277276101
EQIX	EQUINIX INC	324	$264K	0.0%	$662.35	+21.9%	COM	29444U700
PLD	PROLOGIS INC	2,008	$261K	0.0%	$100.19	+22.1%	COM	74340W103
CVS	CVS HEALTH CORP	3,269	$261K	0.0%	$64.87	+9.2%	COM	126650100
MMM	3M CO	2,425	$257K	0.0%	$79.29	0.0%	COM	88579Y101
EPRT	ESSENTIAL PROPERTIES REALTY TRUST INC	9,514	$254K	0.0%	$24.85	—	COM	29670E107
CAG	CONAGRA BRANDS INC	8,530	$253K	0.0%	$25.70	0.0%	COM	205887102
NHI	NATIONAL HEALTH INVESTORS INC	3,997	$251K	0.0%	$51.58	—	COM	63633D104
WY	WEYERHAEUSER CO	6,863	$246K	0.0%	$30.62	+4.2%	COM	962166104
CUBE	CUBESMART	5,325	$242K	0.0%	$41.25	—	COM	229663109
VICI	VICI PROPERTIES INC	8,079	$241K	0.0%	$26.08	+2.9%	COM	925652109
EXR	EXTRA SPACE STORAGE INC	1,629	$239K	0.0%	$119.18	+12.5%	COM	30225T102
NSA	NATIONAL STORAGE AFFILIATES TRUST	6,074	$238K	0.0%	$39.16	—	COM	637870106
NVDA	NVIDIA CORP	260	$235K	0.0%	$72.44	0.0%	COM	67066G104
GLPI	GAMING AND LEISURE PROPERTIES INC	5,050	$233K	0.0%	$48.87	—	COM	36467J108
AMH	AMERICAN HOMES 4 RENT	6,309	$232K	0.0%	$30.04	—	COM	02665T306
ESS	ESSEX PROPERTY TRUST INC	927	$227K	0.0%	$203.15	+8.9%	COM	297178105
PSA	PUBLIC STORAGE	754	$217K	0.0%	$243.32	+8.9%	COM	74460D109
FCPT	FOUR CORNERS PROPERTY TRUST INC	8,323	$204K	0.0%	$25.31	—	COM	35086T109