Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MSFT	MICROSOFT CORP	8,916,871	$3.026B	5.1%	$222.90	+40.6%	COM	594918104
AAPL	APPLE INC	13,707,932	$2.443B	4.1%	$125.06	+23.7%	COM	037833100
NVDA	NVIDIA CORPORATION	5,866,298	$1.736B	2.9%	$18.49	+48.5%	COM	67066G104
ADBE	ADOBE SYSTEMS INCORPORATED	2,833,558	$1.617B	2.7%	$492.75	+26.9%	COM	00724F101
AMZN	AMAZON COM INC	427,261	$1.441B	2.4%	$159.54	+7.3%	COM	023135106
GOOG	ALPHABET INC	477,728	$1.395B	2.3%	$99.97	+43.5%	CAP STK CL C	02079K107
GOOGL	ALPHABET INC	475,038	$1.389B	2.3%	$98.87	+44.6%	CAP STK CL A	02079K305
AVGO	BROADCOM INC	1,622,787	$1.079B	1.8%	$44.88	+15.4%	COM	11135F101
PYPL	PAYPAL HLDGS INC	5,452,975	$1.046B	1.7%	$246.33	-12.4%	COM	70450Y103
GPN	GLOBAL PMTS INC	7,481,960	$1.02B	1.7%	$168.80	-21.5%	COM	37940X102
NOW	SERVICENOW INC	1,528,703	$1.001B	1.7%	$105.24	+24.8%	COM	81762P102
—	VMWARE INC	8,440,919	$990M	1.7%	$144.71	—	CL A COM	928563402
CSCO	CISCO SYS INC	14,678,149	$934M	1.6%	$43.73	+15.4%	COM	17275R102
TMO	THERMO FISHER SCIENTIFIC INC	1,327,457	$883M	1.5%	$470.34	+31.2%	COM	883556102
JPM	JPMORGAN CHASE & CO	5,115,941	$811M	1.4%	$128.49	+15.1%	COM	46625H100
QQQ	INVESCO QQQ TR	2,000,000	$801M	1.3%	—	—	Put	46090E103
SNPS	SYNOPSYS INC	2,014,498	$747M	1.2%	$253.95	+32.8%	COM	871607107
UNH	UNITEDHEALTH GROUP INC	1,470,973	$742M	1.2%	$319.66	+32.1%	COM	91324P102
CNC	CENTENE CORP DEL	8,697,167	$730M	1.2%	$63.85	+14.8%	COM	15135B101
PLD	PROLOGIS INC.	4,346,320	$730M	1.2%	$88.90	+48.4%	COM	74340W103
KEYS	KEYSIGHT TECHNOLOGIES INC	3,483,506	$720M	1.2%	$141.88	+31.8%	COM	49338L103
AMAT	APPLIED MATLS INC	3,799,024	$600M	1.0%	$123.23	+13.3%	COM	038222105
SPGI	S&P GLOBAL INC	1,215,249	$572M	1.0%	$325.57	+35.7%	COM	78409V104
BRK/B	BERKSHIRE HATHAWAY INC DEL	1,793,819	$538M	0.9%	$254.60	+12.5%	CL B NEW	084670702
ABT	ABBOTT LABS	3,405,107	$480M	0.8%	$108.31	+9.6%	COM	002824100
SEDG	SOLAREDGE TECHNOLOGIES INC	1,657,133	$468M	0.8%	$301.57	+4.7%	COM	83417M104
BRK/A	BERKSHIRE HATHAWAY INC DEL	1,027	$465M	0.8%	$366657.40	+17.8%	CL A	084670108
META	META PLATFORMS INC	1,349,104	$465M	0.8%	$269.82	+22.2%	CL A	30303M102
CI	CIGNA CORP NEW	1,829,390	$422M	0.7%	$203.45	-3.1%	COM	125523100
MA	MASTERCARD INCORPORATED	1,162,404	$420M	0.7%	$343.71	-1.7%	CL A	57636Q104
DHR	DANAHER CORPORATION	1,201,618	$395M	0.7%	$204.36	+32.2%	COM	235851102
MRK	MERCK & CO INC	4,885,814	$377M	0.6%	$63.18	+10.6%	COM	58933Y105
V	VISA INC	1,705,863	$372M	0.6%	$208.41	-0.1%	COM CL A	92826C839
CDNS	CADENCE DESIGN SYSTEM INC	1,957,384	$368M	0.6%	$134.15	+29.9%	COM	127387108
FFIV	F5 INC	1,466,983	$360M	0.6%	$196.82	+12.8%	COM	315616102
DG	DOLLAR GEN CORP NEW	1,501,143	$354M	0.6%	$185.50	+11.2%	COM	256677105
—	ARISTA NETWORKS INC	2,274,085	$326M	0.5%	$186.58	—	COM	040413106
HD	HOME DEPOT INC	776,447	$318M	0.5%	$244.44	+40.4%	COM	437076102
EQIX	EQUINIX INC	364,073	$308M	0.5%	$628.39	+17.5%	COM	29444U700
PFE	PFIZER INC	5,229,580	$305M	0.5%	$28.38	+41.7%	COM	717081103
ECL	ECOLAB INC	1,207,640	$283M	0.5%	$201.79	+6.8%	COM	278865100
ACN	ACCENTURE PLC IRELAND	680,674	$282M	0.5%	$241.32	+42.3%	SHS CLASS A	G1151C101
CRM	SALESFORCE COM INC	1,095,167	$280M	0.5%	$223.05	+24.5%	COM	79466L302
PG	PROCTER AND GAMBLE CO	1,717,697	$280M	0.5%	$117.65	+14.0%	COM	742718109
CL	COLGATE PALMOLIVE CO	3,088,017	$261M	0.4%	$70.29	+0.9%	COM	194162103
NFLX	NETFLIX INC	417,224	$255M	0.4%	$52.66	+21.3%	COM	64110L106
—	SVB FINANCIAL GROUP	363,711	$247M	0.4%	$493.66	—	COM	78486Q101
MCK	MCKESSON CORP	948,092	$236M	0.4%	$187.13	+14.8%	COM	58155Q103
ON	ON SEMICONDUCTOR CORP	3,403,242	$230M	0.4%	$38.38	+47.6%	COM	682189105
GS	GOLDMAN SACHS GROUP INC	577,759	$223M	0.4%	$280.52	+27.1%	COM	38141G104
KLAC	KLA CORP	520,879	$222M	0.4%	$294.27	+25.6%	COM NEW	482480100
DIS	DISNEY WALT CO	1,401,020	$218M	0.4%	$180.17	-12.4%	COM	254687106
VZ	VERIZON COMMUNICATIONS INC	4,111,719	$215M	0.4%	$42.34	-4.6%	COM	92343V104
TSLA	TESLA INC	193,146	$207M	0.3%	$250.14	+34.1%	COM	88160R101
EW	EDWARDS LIFESCIENCES CORP	1,570,591	$205M	0.3%	$84.54	+38.0%	COM	28176E108
BAC	BK OF AMERICA CORP	4,608,810	$205M	0.3%	$30.64	+33.9%	COM	060505104
TT	TRANE TECHNOLOGIES PLC	1,005,674	$202M	0.3%	$145.48	+22.7%	SHS	G8994E103
TER	TERADYNE INC	1,214,714	$199M	0.3%	$123.44	+12.0%	COM	880770102
SBUX	STARBUCKS CORP	1,693,599	$197M	0.3%	$94.12	+8.6%	COM	855244109
WMT	WALMART INC	1,363,439	$195M	0.3%	$45.06	+0.3%	COM	931142103
LLY	LILLY ELI & CO	677,564	$188M	0.3%	$186.06	+31.1%	COM	532457108
—	LAM RESEARCH CORP	259,343	$186M	0.3%	$602.93	—	COM	512807108
C	CITIGROUP INC	3,052,544	$184M	0.3%	$56.18	+1.8%	COM NEW	172967424
TGT	TARGET CORP	793,822	$184M	0.3%	$163.21	+31.2%	COM	87612E106
FIS	FIDELITY NATL INFORMATION SV	1,670,703	$184M	0.3%	$121.12	-15.7%	COM	31620M106
ETN	EATON CORP PLC	1,055,702	$181M	0.3%	$118.94	+30.7%	SHS	G29183103
MSCI	MSCI INC	289,623	$177M	0.3%	$399.51	+50.0%	COM	55354G100
PEP	PEPSICO INC	1,027,260	$177M	0.3%	$118.66	+20.9%	COM	713448108
PANW	PALO ALTO NETWORKS INC	313,283	$176M	0.3%	$59.43	+45.5%	COM	697435105
FRCB	FIRST REP BK SAN FRANCISCO C	842,979	$174M	0.3%	$164.89	+26.7%	COM	33616C100
HOLX	HOLOGIC INC	2,256,431	$173M	0.3%	$71.85	+2.3%	COM	436440101
AMT	AMERICAN TOWER CORP NEW	589,468	$172M	0.3%	$196.51	+21.9%	COM	03027X100
NSC	NORFOLK SOUTHN CORP	580,758	$171M	0.3%	$230.41	+10.8%	COM	655844108
IBM	INTERNATIONAL BUSINESS MACHS	1,276,711	$171M	0.3%	$98.51	+8.1%	COM	459200101
ADI	ANALOG DEVICES INC	972,424	$170M	0.3%	$160.99	+2.3%	COM	032654105
DOCU	DOCUSIGN INC	1,086,547	$169M	0.3%	$228.31	-0.1%	COM	256163106
—	COOPER COS INC	390,990	$166M	0.3%	$388.16	—	COM NEW	216648402
—	ANSYS INC	407,691	$165M	0.3%	$354.16	—	COM	03662Q105
POOL	POOL CORP	294,300	$165M	0.3%	$338.07	+47.2%	COM	73278L105
RHI	ROBERT HALF INTL INC	1,442,138	$161M	0.3%	$72.50	+53.6%	COM	770323103
ABBV	ABBVIE INC	1,116,482	$152M	0.3%	$90.47	+12.4%	COM	00287Y109
UCTT	ULTRA CLEAN HLDGS INC	2,620,000	$151M	0.3%	$46.16	+12.7%	COM	90385V107
AMN	AMN HEALTHCARE SVCS INC	1,229,000	$150M	0.3%	$74.33	+49.4%	COM	001744101
JLL	JONES LANG LASALLE INC	549,404	$149M	0.2%	$162.97	+58.2%	COM	48020Q107
ROK	ROCKWELL AUTOMATION INC	429,402	$149M	0.2%	$234.81	+31.2%	COM	773903109
VRTX	VERTEX PHARMACEUTICALS INC	664,156	$148M	0.2%	$216.88	-10.3%	COM	92532F100
TSM	TAIWAN SEMICONDUCTOR MFG LTD	1,206,771	$145M	0.2%	$118.31	—	SPONSORED ADS	874039100
NXPI	NXP SEMICONDUCTORS N V	631,726	$144M	0.2%	$168.12	+17.0%	COM	N6596X109
ODFL	OLD DOMINION FREIGHT LINE IN	404,637	$144M	0.2%	$104.81	+57.5%	COM	679580100
ENPH	ENPHASE ENERGY INC	767,744	$143M	0.2%	$179.74	+16.1%	COM	29355A107
—	LINDE PLC	415,567	$143M	0.2%	$286.28	—	SHS	G5494J103
—	BLACKROCK INC	156,351	$143M	0.2%	$753.96	—	COM	09247X101
—	APTIV PLC	874,105	$143M	0.2%	$139.46	—	SHS	G6095L109
MRVL	MARVELL TECHNOLOGY INC	1,626,385	$142M	0.2%	$47.96	+53.1%	COM	573874104
INTC	INTEL CORP	2,739,211	$142M	0.2%	$54.08	-12.6%	COM	458140100
DT	DYNATRACE INC	2,311,062	$140M	0.2%	$50.63	+34.6%	COM NEW	268150109
AZN	ASTRAZENECA PLC	2,379,437	$139M	0.2%	$60.06	—	SPONSORED ADR	046353108
HSIC	HENRY SCHEIN INC	1,775,531	$138M	0.2%	$67.66	+13.0%	COM	806407102
SYY	SYSCO CORP	1,734,500	$135M	0.2%	$68.29	+0.7%	COM	871829107
VFC	V F CORP	1,829,410	$134M	0.2%	$81.18	-10.0%	COM	918204108
DLR	DIGITAL RLTY TR INC	755,267	$133M	0.2%	$116.48	+18.6%	COM	253868103
GILD	GILEAD SCIENCES INC	1,804,150	$132M	0.2%	$53.36	+10.2%	COM	375558103
BMY	BRISTOL-MYERS SQUIBB CO	2,026,202	$127M	0.2%	$51.25	-3.9%	COM	110122108
EXC	EXELON CORP	2,202,734	$126M	0.2%	$25.40	+28.0%	COM	30161N101
STX	SEAGATE TECHNOLOGY HLDNGS PL	1,107,145	$126M	0.2%	$77.58	+9.2%	ORD SHS	G7997R103
ORCL	ORACLE CORP	1,421,004	$125M	0.2%	$60.61	+46.7%	COM	68389X105
JNJ	JOHNSON & JOHNSON	718,205	$124M	0.2%	$140.94	+2.9%	COM	478160104
ESTC	ELASTIC N V	990,004	$124M	0.2%	$144.62	+4.5%	ORD SHS	N14506104
INVH	INVITATION HOMES INC	2,719,912	$123M	0.2%	$25.80	+39.7%	COM	46187W107
CBRE	CBRE GROUP INC	1,101,884	$120M	0.2%	$70.71	+44.9%	CL A	12504L109
QCOM	QUALCOMM INC	647,414	$118M	0.2%	$133.62	+9.3%	COM	747525103
HAS	HASBRO INC	1,158,327	$117M	0.2%	$79.02	+2.1%	COM	418056107
AON	AON PLC	389,284	$117M	0.2%	$212.41	+37.0%	SHS CL A	G0403H108
WSO	WATSCO INC	376,200	$116M	0.2%	$256.07	+15.7%	COM	942622200
IFF	INTERNATIONAL FLAVORS&FRAGRA	777,554	$116M	0.2%	$113.86	+13.8%	COM	459506101
TTWO	TAKE-TWO INTERACTIVE SOFTWAR	638,462	$115M	0.2%	$189.49	-8.0%	COM	874054109
ISRG	INTUITIVE SURGICAL INC	315,290	$115M	0.2%	$309.63	+11.1%	COM NEW	46120E602
TWLO	TWILIO INC	430,735	$114M	0.2%	$335.88	-11.0%	CL A	90138F102
NDAQ	NASDAQ INC	544,463	$114M	0.2%	$46.29	+38.9%	COM	631103108
IBP	INSTALLED BLDG PRODS INC	813,200	$113M	0.2%	$105.35	+12.8%	COM	45780R101
CMCSA	COMCAST CORP NEW	2,147,404	$109M	0.2%	$46.82	-1.5%	CL A	20030N101
AMGN	AMGEN INC	476,360	$108M	0.2%	$204.69	-9.5%	COM	031162100
VEEV	VEEVA SYS INC	411,730	$107M	0.2%	$280.22	+3.8%	CL A COM	922475108
NBIS	YANDEX N V	1,668,547	$102M	0.2%	$64.52	—	SHS CLASS A	N97284108
NKE	NIKE INC	600,085	$101M	0.2%	$130.54	+18.4%	CL B	654106103
BBY	BEST BUY INC	970,660	$98.57M	0.2%	$90.56	+3.6%	COM	086516101
HASI	HANNON ARMSTRONG SUST INFR C	1,834,365	$98.4M	0.2%	$45.98	+0.1%	COM	41068X100
CVS	CVS HEALTH CORP	942,464	$97.71M	0.2%	$63.13	+27.5%	COM	126650100
SNA	SNAP ON INC	455,179	$97.52M	0.2%	$178.97	+7.0%	COM	833034101
XYL	XYLEM INC	812,238	$96.74M	0.2%	$97.47	+21.1%	COM	98419M100
EA	ELECTRONIC ARTS INC	705,544	$94.87M	0.2%	$135.36	-2.9%	COM	285512109
AXP	AMERICAN EXPRESS CO	570,075	$93.58M	0.2%	$124.36	+30.1%	COM	025816109
ALL	ALLSTATE CORP	789,372	$92.89M	0.2%	$99.82	+7.1%	COM	020002101
SSNC	SS&C TECHNOLOGIES HLDGS INC	1,109,616	$91.23M	0.2%	$67.54	+14.0%	COM	78467J100
ICHR	ICHOR HOLDINGS	1,950,000	$89.43M	0.1%	$42.85	+3.4%	SHS	G4740B105
UTHR	UNITED THERAPEUTICS CORP DEL	413,114	$88.89M	0.1%	$166.73	+17.7%	COM	91307C102
LOW	LOWES COS INC	346,337	$88.8M	0.1%	$156.97	+40.0%	COM	548661107
EL	LAUDER ESTEE COS INC	238,767	$87.71M	0.1%	$273.68	+16.1%	CL A	518439104
AMD	ADVANCED MICRO DEVICES INC	593,033	$86.08M	0.1%	$107.26	+25.3%	COM	007903107
ROP	ROPER TECHNOLOGIES INC	172,370	$84.32M	0.1%	$389.73	+19.0%	COM	776696106
—	CYBERARK SOFTWARE LTD	473,700	$83.74M	0.1%	$129.34	—	SHS	M2682V108
MCD	MCDONALDS CORP	310,261	$82.9M	0.1%	$191.26	+20.0%	COM	580135101
INTU	INTUIT	128,528	$82.69M	0.1%	$375.45	+60.2%	COM	461202103
BKNG	BOOKING HOLDINGS INC	33,907	$81.24M	0.1%	$2189.49	+6.5%	COM	09857L108
MET	METLIFE INC	1,237,489	$77.44M	0.1%	$48.04	+15.3%	COM	59156R108
MDLZ	MONDELEZ INTL INC	1,157,921	$76.13M	0.1%	$50.18	+10.2%	CL A	609207105
COP	CONOCOPHILLIPS	1,052,826	$76.1M	0.1%	$44.34	+41.3%	COM	20825C104
ILMN	ILLUMINA INC	195,423	$75.09M	0.1%	$407.75	-7.1%	COM	452327109
ALNY	ALNYLAM PHARMACEUTICALS INC	436,565	$74.67M	0.1%	$158.17	+17.5%	COM	02043Q107
LITE	LUMENTUM HLDGS INC	700,000	$74.44M	0.1%	$92.00	-1.0%	COM	55024U109
APG	API GROUP CORP	2,899,860	$73.77M	0.1%	$12.77	+20.2%	COM STK	00187Y100
HALO	HALOZYME THERAPEUTICS INC	1,820,000	$73.38M	0.1%	$42.95	-13.1%	COM	40637H109
MS	MORGAN STANLEY	705,382	$69.69M	0.1%	$66.12	+31.2%	COM NEW	617446448
KO	COCA COLA CO	1,177,820	$69.23M	0.1%	$43.63	+12.7%	COM	191216100
—	HORIZON THERAPEUTICS PUB L	638,600	$69.13M	0.1%	$92.09	—	SHS	G46188101
FISV	FISERV INC	647,317	$67.66M	0.1%	$114.85	-10.0%	COM	337738108
FCX	FREEPORT-MCMORAN INC	1,588,852	$66.13M	0.1%	$33.33	+7.3%	CL B	35671D857
—	XILINX INC	308,300	$65.94M	0.1%	$123.90	—	COM	983919101
MOH	MOLINA HEALTHCARE INC	205,280	$65.83M	0.1%	$222.99	+33.4%	COM	60855R100
CCI	CROWN CASTLE INTL CORP NEW	315,302	$65.56M	0.1%	$130.62	+14.9%	COM	22822V101
—	ATLASSIAN CORP PLC	170,000	$65.51M	0.1%	$210.76	—	CL A	G06242104
GEN	NORTONLIFELOCK INC	2,483,762	$65.07M	0.1%	$19.22	+20.7%	COM	668771108
F	FORD MTR CO DEL	3,176,145	$65.02M	0.1%	$8.93	+56.8%	COM	345370860
COST	COSTCO WHSL CORP NEW	115,039	$64.87M	0.1%	$330.32	+47.8%	COM	22160K105
DE	DEERE & CO	187,799	$64.23M	0.1%	$307.48	+6.9%	COM	244199105
AMP	AMERIPRISE FINL INC	210,586	$63.59M	0.1%	$200.84	+38.6%	COM	03076C106
WY	WEYERHAEUSER CO MTN BE	1,546,201	$63.35M	0.1%	$28.56	+12.0%	COM NEW	962166104
PNC	PNC FINL SVCS GROUP INC	311,161	$62.54M	0.1%	$139.17	+25.2%	COM	693475105
—	SMARTSHEET INC	790,000	$62.27M	0.1%	$64.57	—	COM CL A	83200N103
EXAS	EXACT SCIENCES CORP	799,248	$62.25M	0.1%	$135.35	-34.8%	COM	30063P105
MDT	MEDTRONIC PLC	595,666	$62.23M	0.1%	$101.70	+0.3%	SHS	G5960L103
CAH	CARDINAL HEALTH INC	1,187,747	$61.96M	0.1%	$48.93	-8.8%	COM	14149Y108
TNL	TRAVEL PLUS LEISURE CO	1,130,176	$61.9M	0.1%	$45.04	-0.0%	COM	894164102
MIR	MIRION TECHNOLOGIES INC	5,840,100	$61.5M	0.1%	$10.74	0.0%	COM CL A	60471A101
PHM	PULTE GROUP INC	1,069,428	$60.58M	0.1%	$44.49	+10.7%	COM	745867101
T	AT&T INC	2,443,500	$60.55M	0.1%	$15.72	-6.7%	COM	00206R102
CAT	CATERPILLAR INC	290,665	$59.9M	0.1%	$189.09	-1.3%	COM	149123101
IVZ	INVESCO LTD	2,560,983	$59.44M	0.1%	$18.28	+10.6%	SHS	G491BT108
ZTS	ZOETIS INC	235,891	$57.83M	0.1%	$152.40	+38.1%	CL A	98978V103
ELV	ANTHEM INC	123,665	$57.77M	0.1%	$314.14	+26.4%	COM	036752103
THO	THOR INDS INC	550,000	$57.35M	0.1%	$109.87	-9.7%	COM	885160101
SHW	SHERWIN WILLIAMS CO	163,638	$57.33M	0.1%	$262.80	+18.4%	COM	824348106
LEN	LENNAR CORP	485,554	$55.96M	0.1%	$78.41	+22.6%	CL A	526057104
WSC	WILLSCOT MOBIL MINI HLDNG CO	1,374,100	$55.9M	0.1%	$26.26	+40.5%	COM CL A	971378104
IR	INGERSOLL RAND INC	907,949	$55.61M	0.1%	$49.10	+15.4%	COM	45687V106
—	ACTIVISION BLIZZARD INC	817,039	$55.14M	0.1%	$91.32	—	COM	00507V109
ORLY	OREILLY AUTOMOTIVE INC	78,170	$54.86M	0.1%	$30.98	+39.7%	COM	67103H107
KMB	KIMBERLY-CLARK CORP	383,960	$54.34M	0.1%	$110.88	+4.0%	COM	494368103
RPD	RAPID7 INC	450,000	$54.15M	0.1%	$83.35	+48.0%	COM	753422104
HCA	HCA HEALTHCARE INC	209,056	$53.96M	0.1%	$168.96	+39.7%	COM	40412C101
MAA	MID-AMER APT CMNTYS INC	235,524	$53.92M	0.1%	$115.20	+54.7%	COM	59522J103
PLUG	PLUG POWER INC	1,859,786	$53.64M	0.1%	$40.90	-15.4%	COM NEW	72919P202
CPRI	CAPRI HOLDINGS LIMITED	822,294	$53.01M	0.1%	$47.10	+25.7%	SHS	G1890L107
TJX	TJX COS INC NEW	700,738	$52.93M	0.1%	$62.60	+4.3%	COM	872540109
ZD	ZIFF DAVIS INC	472,900	$52.67M	0.1%	$98.39	+20.5%	COM	48123V102
IAC	IAC INTERACTIVECORP NEW	395,831	$52.66M	0.1%	$129.53	-12.9%	COM NEW	44891N208
UPS	UNITED PARCEL SERVICE INC	246,049	$52.63M	0.1%	$131.98	+27.7%	CL B	911312106
ITUB	ITAU UNIBANCO HLDG S A	14,000,000	$52.36M	0.1%	$4.96	—	SPON ADR REP PFD	465562106
WMS	ADVANCED DRAIN SYS INC DEL	386,524	$51.99M	0.1%	$98.83	+22.1%	COM	00790R104
ADP	AUTOMATIC DATA PROCESSING IN	206,781	$50.78M	0.1%	$156.66	+32.3%	COM	053015103
MRSH	MARSH & MCLENNAN COS INC	290,610	$50.42M	0.1%	$108.39	+44.1%	COM	571748102
GIS	GENERAL MLS INC	748,566	$50.19M	0.1%	$49.00	+12.8%	COM	370334104
MMM	3M CO	282,096	$50.11M	0.1%	$125.24	+1.6%	COM	88579Y101
—	WALGREENS BOOTS ALLIANCE INC	955,073	$49.65M	0.1%	$54.90	—	COM	931427108
EMR	EMERSON ELEC CO	524,894	$48.64M	0.1%	$78.65	+10.0%	COM	291011104
CTSH	COGNIZANT TECHNOLOGY SOLUTIO	542,214	$48.22M	0.1%	$71.61	+5.1%	CL A	192446102
PRU	PRUDENTIAL FINL INC	433,626	$47.1M	0.1%	$68.26	+30.2%	COM	744320102
TFC	TRUIST FINL CORP	799,981	$46.8M	0.1%	$43.76	+13.6%	COM	89832Q109
CHKP	CHECK POINT SOFTWARE TECH LT	401,308	$46.76M	0.1%	$120.48	-3.8%	ORD	M22465104
BXP	BOSTON PROPERTIES INC	399,815	$46.27M	0.1%	$78.02	+17.6%	COM	101121101
CB	CHUBB LIMITED	238,776	$46.11M	0.1%	$150.25	+18.2%	COM	H1467J104
BIIB	BIOGEN INC	190,476	$45.71M	0.1%	$270.40	-4.9%	COM	09062X103
SCI	SERVICE CORP INTL	639,320	$45.21M	0.1%	$50.56	+31.4%	COM	817565104
VRNS	VARONIS SYS INC	900,000	$45.07M	0.1%	$59.21	-3.8%	COM	922280102
ETSY	ETSY INC	202,078	$44.86M	0.1%	$208.88	+15.3%	COM	29786A106
SNAP	SNAP INC	932,935	$44.81M	0.1%	$58.26	-3.4%	CL A	83304A106
—	JUNIPER NETWORKS INC	1,260,371	$44.59M	0.1%	$25.33	—	COM	48203R104
—	FOCUS FINL PARTNERS INC	742,100	$44.47M	0.1%	$41.94	—	COM CL A	34417P100
CME	CME GROUP INC	193,002	$44.13M	0.1%	$168.72	+9.5%	COM	12572Q105
PPG	PPG INDS INC	256,642	$43.91M	0.1%	$130.10	+13.4%	COM	693506107
SXT	SENSIENT TECHNOLOGIES CORP	440,000	$43.82M	0.1%	$84.73	+14.8%	COM	81725T100
SPOT	SPOTIFY TECHNOLOGY S A	183,339	$43.62M	0.1%	$299.16	-16.4%	SHS	L8681T102
GXO	GXO LOGISTICS INCORPORATED	475,000	$43.33M	0.1%	$89.20	+0.7%	COMMON STOCK	36262G101
TSEM	TOWER SEMICONDUCTOR LTD	1,100,000	$43.11M	0.1%	$29.39	+18.2%	SHS NEW	M87915274
FTNT	FORTINET INC	119,426	$42.97M	0.1%	$32.72	+101.2%	COM	34959E109
ELS	EQUITY LIFESTYLE PPTYS INC	492,469	$42.92M	0.1%	$66.41	—	COM	29472R108
NEE	NEXTERA ENERGY INC	453,036	$42.03M	0.1%	$70.26	+10.1%	COM	65339F101
AHCO	ADAPTHEALTH CORP	1,776,500	$41.73M	0.1%	$31.48	-25.4%	COMMON STOCK	00653Q102
INCY	INCYTE CORP	559,208	$41.44M	0.1%	$85.35	-21.0%	COM	45337C102
MU	MICRON TECHNOLOGY INC	438,543	$41.17M	0.1%	$82.69	-7.7%	COM	595112103
FTCHQ	FARFETCH LTD	1,200,050	$40.81M	0.1%	$61.18	-39.9%	ORD SH CL A	30744W107
SITE	SITEONE LANDSCAPE SUPPLY INC	170,000	$40.43M	0.1%	$178.19	+29.8%	COM	82982L103
KIM	KIMCO RLTY CORP	1,646,843	$40.38M	0.1%	$14.28	+34.2%	COM	49446R109
TYL	TYLER TECHNOLOGIES INC	75,000	$40.36M	0.1%	$517.68	0.0%	COM	902252105
ES	EVERSOURCE ENERGY	442,347	$40.32M	0.1%	$70.30	+3.4%	COM	30040W108
EBAY	EBAY INC.	596,880	$39.86M	0.1%	$55.17	+19.7%	COM	278642103
KNX	KNIGHT-SWIFT TRANSN HLDGS IN	650,759	$39.53M	0.1%	$48.15	+12.0%	CL A	499049104
ADSK	AUTODESK INC	140,141	$39.48M	0.1%	$288.82	+0.9%	COM	052769106
DAR	DARLING INGREDIENTS INC	581,016	$39.43M	0.1%	$68.76	+5.7%	COM	237266101
UNP	UNION PAC CORP	157,120	$39.21M	0.1%	$188.09	+14.3%	COM	907818108
SCHW	SCHWAB CHARLES CORP	463,689	$39.17M	0.1%	$57.59	+32.8%	COM	808513105
—	IHS MARKIT LTD	289,243	$38.28M	0.1%	$96.94	—	SHS	G47567105
—	ALTERYX INC	600,000	$37.22M	0.1%	$80.95	—	COM CL A	02156B103
MRNA	MODERNA INC	147,659	$37.15M	0.1%	$251.48	+16.3%	COM	60770K107
WFC	WELLS FARGO CO NEW	768,863	$36.98M	0.1%	$44.41	0.0%	COM	949746101
PGNY	PROGYNY INC	710,000	$36.42M	0.1%	$55.62	+0.6%	COM	74340E103
USB	US BANCORP DEL	642,740	$36.09M	0.1%	$45.75	+6.8%	COM NEW	902973304
—	EVERBRIDGE INC	529,600	$35.79M	0.1%	$85.76	—	COM	29978A104
PCTY	PAYLOCITY HLDG CORP	150,000	$35.7M	0.1%	$194.96	+36.1%	COM	70438V106
—	PGT INNOVATIONS INC	1,600,000	$35.65M	0.1%	$23.76	—	COM	69336V101
EXPE	EXPEDIA GROUP INC	195,265	$35.43M	0.1%	$152.71	+10.4%	COM NEW	30212P303
WELL	WELLTOWER INC	411,914	$35.38M	0.1%	$59.21	+26.7%	COM	95040Q104
MCO	MOODYS CORP	89,122	$34.85M	0.1%	$284.03	+31.1%	COM	615369105
IQV	IQVIA HLDGS INC	121,957	$34.47M	0.1%	$197.15	+31.6%	COM	46266C105
OC	OWENS CORNING NEW	382,134	$34.45M	0.1%	$88.68	+2.4%	COM	690742101
UBER	UBER TECHNOLOGIES INC	802,780	$34.25M	0.1%	$53.78	-19.8%	COM	90353T100
QTWO	Q2 HLDGS INC	425,000	$34.13M	0.1%	$122.87	-34.3%	COM	74736L109
IONS	IONIS PHARMACEUTICALS INC	1,117,339	$34.12M	0.1%	$55.77	-43.6%	COM	462222100
ARE	ALEXANDRIA REAL ESTATE EQ IN	150,541	$33.59M	0.1%	$142.76	+20.2%	COM	015271109
CSX	CSX CORP	896,163	$33.44M	0.1%	$30.13	+10.5%	COM	126408103
LIVN	LIVANOVA PLC	375,000	$32.84M	0.1%	$71.35	+16.9%	SHS	G5509L101
AZREF	AZURE PWR GLOBAL LTD	1,827,400	$32.82M	0.1%	$27.87	-24.3%	SHS	V0393H103
CMI	CUMMINS INC	148,878	$32.43M	0.1%	$220.30	-6.6%	COM	231021106
GGG	GRACO INC	400,000	$32.1M	0.1%	$72.46	-0.8%	COM	384109104
CMG	CHIPOTLE MEXICAN GRILL INC	18,348	$32.06M	0.1%	$28.91	+21.8%	COM	169656105
MELI	MERCADOLIBRE INC	23,616	$32.03M	0.1%	$1698.52	-17.3%	COM	58733R102
BIO	BIO RAD LABS INC	42,074	$31.92M	0.1%	$596.01	+25.6%	CL A	090572207
XYZ	BLOCK INC	187,488	$31M	0.1%	$233.88	-7.3%	CL A	852234103
A	AGILENT TECHNOLOGIES INC	191,428	$30.8M	0.1%	$119.66	+26.6%	COM	00846U101
BDX	BECTON DICKINSON & CO	121,428	$30.75M	0.1%	$225.62	-0.9%	COM	075887109
BL	BLACKLINE INC	295,400	$30.6M	0.1%	$122.93	-5.7%	COM	09239B109
AIG	AMERICAN INTL GROUP INC	537,224	$30.48M	0.1%	$41.45	+25.0%	COM NEW	026874784
SPG	SIMON PPTY GROUP INC NEW	190,368	$30.47M	0.1%	$81.31	+49.2%	COM	828806109
HLT	HILTON WORLDWIDE HLDGS INC	194,327	$30.12M	0.1%	$120.41	+18.1%	COM	43300A203
—	BABYLON HLDGS LTD	5,000,000	$30.05M	0.1%	$6.01	—	CL A SHS	G07031100
TXN	TEXAS INSTRS INC	151,851	$28.76M	0.0%	$151.36	+12.4%	COM	882508104
BK	BANK NEW YORK MELLON CORP	493,306	$28.6M	0.0%	$38.28	+33.3%	COM	064058100
BMRN	BIOMARIN PHARMACEUTICAL INC	320,965	$28.59M	0.0%	$80.09	+3.0%	COM	09061G101
DXCM	DEXCOM INC	52,673	$28.51M	0.0%	$93.94	+53.0%	COM	252131107
SNOW	SNOWFLAKE INC	82,597	$28.14M	0.0%	$297.08	+17.3%	CL A	833445109
ABCL	ABCELLERA BIOLOGICS INC	1,951,940	$27.99M	0.0%	$25.46	-40.4%	COM	00288U106
HPE	HEWLETT PACKARD ENTERPRISE C	1,758,733	$27.95M	0.0%	$12.05	+10.8%	COM	42824C109
SWK	STANLEY BLACK & DECKER INC	148,881	$27.8M	0.0%	$157.79	+0.5%	COM	854502101
FDX	FEDEX CORP	106,822	$27.62M	0.0%	$234.19	-6.1%	COM	31428X106
LULU	LULULEMON ATHLETICA INC	69,135	$27.56M	0.0%	$328.28	+30.2%	COM	550021109
WDAY	WORKDAY INC	99,616	$27.54M	0.0%	$247.04	+12.4%	CL A	98138H101
ADM	ARCHER DANIELS MIDLAND CO	409,792	$27.4M	0.0%	$48.21	+19.0%	COM	039483102
NEM	NEWMONT CORP	443,277	$27.3M	0.0%	$52.03	-4.2%	COM	651639106
KHC	KRAFT HEINZ CO	762,810	$27.2M	0.0%	$28.73	+2.7%	COM	500754106
CRI	CARTERS INC	266,650	$27.06M	0.0%	$84.79	+0.5%	COM	146229109
SBAC	SBA COMMUNICATIONS CORP NEW	69,273	$26.92M	0.0%	$247.14	+33.4%	CL A	78410G104
HPQ	HP INC	709,103	$26.77M	0.0%	$23.33	+20.8%	COM	40434L105
HSY	HERSHEY CO	139,704	$26.72M	0.0%	$134.06	+22.0%	COM	427866108
EQH	EQUITABLE HLDGS INC	811,233	$26.58M	0.0%	$25.56	+15.7%	COM	29452E101
CTVA	CORTEVA INC	561,310	$26.45M	0.0%	$42.00	+3.7%	COM	22052L104
KEY	KEYCORP	1,140,345	$26.44M	0.0%	$15.57	+20.7%	COM	493267108
IDXX	IDEXX LABS INC	39,841	$26.35M	0.0%	$501.01	+25.3%	COM	45168D104
SLB	SCHLUMBERGER LTD	855,158	$25.5M	0.0%	$24.02	+19.5%	COM STK	806857108
NDSN	NORDSON CORP	100,000	$25.48M	0.0%	$219.45	+10.9%	COM	655663102
CPRT	COPART INC	168,607	$25.47M	0.0%	$29.23	+27.0%	COM	217204106
ROST	ROSS STORES INC	221,698	$25.33M	0.0%	$113.30	-5.9%	COM	778296103
—	LIFE STORAGE INC	166,000	$25.23M	0.0%	$96.68	—	COM	53223X107
ALGN	ALIGN TECHNOLOGY INC	37,986	$25.16M	0.0%	$555.40	+15.8%	COM	016255101
VRSK	VERISK ANALYTICS INC	110,209	$25.14M	0.0%	$177.45	+19.7%	COM	92345Y106
HRB	BLOCK H & R INC	1,056,891	$24.96M	0.0%	$16.05	+32.8%	COM	093671105
MTD	METTLER TOLEDO INTERNATIONAL	14,562	$24.79M	0.0%	$1158.97	+30.4%	COM	592688105
BSY	BENTLEY SYS INC	500,000	$24.5M	0.0%	$53.05	0.0%	COM CL B	08265T208
GM	GENERAL MTRS CO	420,126	$24.42M	0.0%	$53.02	+6.3%	COM	37045V100
DGX	QUEST DIAGNOSTICS INC	141,168	$24.19M	0.0%	$112.12	+25.3%	COM	74834L100
NSA	NATIONAL STORAGE AFFILIATES	350,000	$24.07M	0.0%	$44.80	—	COM SHS BEN IN	637870106
AZO	AUTOZONE INC	11,477	$23.92M	0.0%	$1299.89	+43.2%	COM	053332102
IS5EUR	IRONSOURCE LTD	3,000,000	$23.85M	0.0%	$10.62	—	CL A ORD SHS	M5R75Y101
—	KELLOGG CO	372,525	$23.82M	0.0%	$47.07	+8.5%	COM	487836108
PGR	PROGRESSIVE CORP	230,675	$23.77M	0.0%	$81.37	+5.4%	COM	743315103
—	HEADHUNTER GROUP PLC	454,500	$23.5M	0.0%	$38.44	—	SPONSORED ADS	42207L106
CARR	CARRIER GLOBAL CORPORATION	433,096	$23.19M	0.0%	$36.44	+39.8%	COM	14448C104
—	TE CONNECTIVITY LTD	144,419	$23.19M	0.0%	$129.33	—	SHS	H84989104
WM	WASTE MGMT INC DEL	139,150	$23.06M	0.0%	$115.11	+30.9%	COM	94106L109
DD	DUPONT DE NEMOURS INC	287,728	$23.06M	0.0%	$29.00	+0.7%	COM	26614N102
CANPY	CIAN PLC	1,700,000	$23.02M	0.0%	$13.54	—	ADS	83418T108
FAST	FASTENAL CO	358,883	$22.9M	0.0%	$21.29	+25.3%	COM	311900104
TMUS	T-MOBILE US INC	196,184	$22.86M	0.0%	$126.55	-10.2%	COM	872590104
CTAS	CINTAS CORP	51,719	$22.73M	0.0%	$81.53	+27.2%	COM	172908105
KDP	KEURIG DR PEPPER INC	613,300	$22.5M	0.0%	$28.66	+10.3%	COM	49271V100
MKC	MCCORMICK & CO INC	233,039	$22.27M	0.0%	$80.22	-3.1%	COM NON VTG	579780206
MOS	MOSAIC CO NEW	566,705	$22.22M	0.0%	$26.57	+30.6%	COM	61945C103
REGN	REGENERON PHARMACEUTICALS	34,552	$22.2M	0.0%	$484.19	+26.3%	COM	75886F107
RMD	RESMED INC	84,651	$22.18M	0.0%	$192.34	+30.1%	COM	761152107
—	HESS CORP	299,036	$22.12M	0.0%	$79.05	—	COM	42809H107
PAYC	PAYCOM SOFTWARE INC	51,737	$21.61M	0.0%	$372.21	+24.7%	COM	70432V102
STLD	STEEL DYNAMICS INC	341,923	$21.16M	0.0%	$46.33	+26.5%	COM	858119100
—	SAILPOINT TECHNOLOGIES HLDGS	430,900	$21.05M	0.0%	$50.64	—	COM	78781P105
JAZZ	JAZZ PHARMACEUTICALS PLC	163,981	$21.03M	0.0%	$163.51	-19.6%	SHS USD	G50871105
ITW	ILLINOIS TOOL WKS INC	85,531	$20.99M	0.0%	$184.98	+13.7%	COM	452308109
IT	GARTNER INC	62,791	$20.9M	0.0%	$228.46	+40.7%	COM	366651107
URI	UNITED RENTALS INC	63,321	$20.89M	0.0%	$274.28	+25.9%	COM	911363109
HUBS	HUBSPOT INC	31,361	$20.8M	0.0%	$440.30	+71.8%	COM	443573100
SWKS	SKYWORKS SOLUTIONS INC	131,856	$20.54M	0.0%	$153.60	-7.6%	COM	83088M102
EXEL	EXELIXIS INC	1,101,378	$20.52M	0.0%	$22.58	-15.3%	COM	30161Q104
VTRS	VIATRIS INC	1,512,670	$20.5M	0.0%	$13.25	-16.1%	COM	92556V106
APD	AIR PRODS & CHEMS INC	66,998	$20.36M	0.0%	$248.93	+5.9%	COM	009158106
ED	CONSOLIDATED EDISON INC	238,722	$20.33M	0.0%	$59.49	+14.4%	COM	209115104
SJM	SMUCKER J M CO	148,401	$20.08M	0.0%	$102.32	+8.5%	COM NEW	832696405
CAG	CONAGRA BRANDS INC	590,188	$20M	0.0%	$28.11	-4.0%	COM	205887102
ZBRA	ZEBRA TECHNOLOGIES CORPORATI	33,446	$19.99M	0.0%	$446.03	+27.3%	CL A	989207105
—	BERKELEY LTS INC	1,070,000	$19.9M	0.0%	$19.50	—	COM	084310101
PFG	PRINCIPAL FINANCIAL GROUP IN	275,466	$19.86M	0.0%	$47.49	+26.6%	COM	74251V102
—	TIO TECH A	2,000,000	$19.84M	0.0%	$10.00	—	CLASS A ORD SHS	G8T10C106
YUM	YUM BRANDS INC	143,309	$19.83M	0.0%	$99.28	+19.1%	COM	988498101
RPRX	ROYALTY PHARMA PLC	493,517	$19.78M	0.0%	$41.30	-5.9%	SHS CLASS A	G7709Q104
VIPS	VIPSHOP HOLDINGS LIMITED	2,339,154	$19.72M	0.0%	$26.68	—	SPONSORED ADS A	92763W103
FSLR	FIRST SOLAR INC	223,954	$19.72M	0.0%	$91.96	+11.8%	COM	336433107
JCI	JOHNSON CTLS INTL PLC	242,722	$19.66M	0.0%	$50.33	+38.3%	SHS	G51502105
AMRC	AMERESCO INC	245,130	$19.66M	0.0%	$55.09	+45.2%	CL A	02361E108
TRU	TRANSUNION	164,539	$19.61M	0.0%	$88.00	+27.4%	COM	89400J107
SE	SEA LTD	87,250	$19.57M	0.0%	$223.44	—	SPONSORD ADS	81141R100
CRWD	CROWDSTRIKE HLDGS INC	93,542	$19.55M	0.0%	$236.41	+3.0%	CL A	22788C105
—	OZON HLDGS PLC	632,000	$19.5M	0.0%	$42.68	—	SPONSORED ADS	69269L104
AFL	AFLAC INC	331,967	$19.44M	0.0%	$43.43	+17.4%	COM	001055102
WPC	WP CAREY INC	236,477	$19.39M	0.0%	$71.56	—	COM	92936U109
WDC	WESTERN DIGITAL CORP.	296,068	$19.35M	0.0%	$46.67	-7.2%	COM	958102105
BWA	BORGWARNER INC	428,485	$19.2M	0.0%	$36.97	+2.3%	COM	099724106
PSNL	PERSONALIS INC	1,347,250	$19.2M	0.0%	$33.64	-50.4%	COM	71535D106
KSS	KOHLS CORP	378,873	$19.05M	0.0%	$51.34	-0.5%	COM	500255104
VTR	VENTAS INC	361,965	$18.59M	0.0%	$43.25	+4.3%	COM	92276F100
GMED	GLOBUS MED INC	255,000	$18.49M	0.0%	$63.33	+14.6%	CL A	379577208
SRE	SEMPRA	138,193	$18.21M	0.0%	$53.08	+4.5%	COM	816851109
AWK	AMERICAN WTR WKS CO INC NEW	96,738	$18.19M	0.0%	$140.60	+14.1%	COM	030420103
XIFR	NEXTERA ENERGY PARTNERS LP	217,088	$18.1M	0.0%	$75.50	+10.8%	COM UNIT PART IN	65341B106
DLTR	DOLLAR TREE INC	125,751	$17.76M	0.0%	$108.03	+12.4%	COM	256746108
GPC	GENUINE PARTS CO	126,790	$17.67M	0.0%	$93.07	+26.8%	COM	372460105
JD	JD.COM INC	247,946	$17.46M	0.0%	$84.33	—	SPON ADR CL A	47215P106
—	QIWI PLC	2,135,609	$17.43M	0.0%	$10.65	—	SPON ADR REP B	74735M108
CUZ	COUSINS PPTYS INC	431,800	$17.42M	0.0%	$35.39	—	COM NEW	222795502
EQR	EQUITY RESIDENTIAL	190,022	$17.2M	0.0%	$55.05	+32.3%	SH BEN INT	29476L107
RF	REGIONS FINANCIAL CORP NEW	778,097	$17.02M	0.0%	$16.25	+18.1%	COM	7591EP100
LUMN	LUMEN TECHNOLOGIES INC	1,335,595	$17.02M	0.0%	$10.95	+7.4%	COM	550241103
—	SPLUNK INC	145,607	$16.9M	0.0%	$134.48	—	COM	848637104
AVTR	AVANTOR INC	400,000	$16.8M	0.0%	$28.87	+36.5%	COM	05352A100
WAT	WATERS CORP	44,824	$16.67M	0.0%	$273.06	+28.1%	COM	941848103
LKQ	LKQ CORP	279,941	$16.61M	0.0%	$35.31	+43.8%	COM	501889208
TRV	TRAVELERS COMPANIES INC	105,867	$16.6M	0.0%	$133.15	+8.1%	COM	89417E109
COR	AMERISOURCEBERGEN CORP	123,715	$16.55M	0.0%	$99.42	+17.8%	COM	03073E105
VRRM	VERRA MOBILITY CORP	1,075,300	$16.54M	0.0%	$13.87	+9.3%	COM	92511U102
EIX	EDISON INTL	244,016	$16.5M	0.0%	$49.09	+7.2%	COM	281020107
OKTA	OKTA INC	72,896	$16.41M	0.0%	$251.31	-5.2%	CL A	679295105
OMC	OMNICOM GROUP INC	222,375	$16.4M	0.0%	$58.12	+5.7%	COM	681919106
AYI	ACUITY BRANDS INC	76,931	$16.27M	0.0%	$128.86	+58.6%	COM	00508Y102
DDOG	DATADOG INC	90,026	$16.11M	0.0%	$149.88	+13.2%	CL A COM	23804L103
—	ASPEN TECHNOLOGY INC	103,728	$15.77M	0.0%	$139.47	—	COM	045327103
HUM	HUMANA INC	33,703	$15.72M	0.0%	$381.33	+11.4%	COM	444859102
XLF	SELECT SECTOR SPDR TR	400,000	$15.65M	0.0%	—	—	Call	81369Y605
—	CITRIX SYS INC	162,776	$15.58M	0.0%	$130.62	—	COM	177376100
RSVR	RESERVOIR MEDIA INC	2,000,000	$15.52M	0.0%	$8.79	-4.4%	COM	76119X105
CLX	CLOROX CO DEL	89,660	$15.45M	0.0%	$165.03	-11.8%	COM	189054109
—	LABORATORY CORP AMER HLDGS	49,242	$15.43M	0.0%	$255.26	—	COM NEW	50540R409
NUE	NUCOR CORP	134,533	$15.32M	0.0%	$56.08	+82.8%	COM	670346105
GWW	GRAINGER W W INC	29,472	$15.23M	0.0%	$366.83	+23.3%	COM	384802104
—	ALLEGHANY CORP MD	22,465	$15.1M	0.0%	$666.78	—	COM	017175100
HST	HOST HOTELS & RESORTS INC	859,093	$15.08M	0.0%	$12.97	+7.6%	COM	44107P104
IRM	IRON MTN INC NEW	285,493	$15M	0.0%	$27.77	+44.5%	COM	46284V101
TRMB	TRIMBLE INC	170,348	$14.91M	0.0%	$72.23	+18.9%	COM	896239100
XRAY	DENTSPLY SIRONA INC	262,264	$14.74M	0.0%	$58.00	-5.2%	COM	24906P109
—	CYRUSONE INC	160,000	$14.43M	0.0%	$67.72	—	COM	23283R100
WAB	WABTEC	156,631	$14.38M	0.0%	$76.59	+17.0%	COM	929740108
WTW	WILLIS TOWERS WATSON PLC LTD	60,187	$14.27M	0.0%	$207.97	+7.5%	SHS	G96629103
—	TWITTER INC	320,487	$14.25M	0.0%	$64.00	—	COM	90184L102
CHRS	COHERUS BIOSCIENCES INC	850,000	$14.23M	0.0%	$16.98	+3.0%	COM	19249H103
—	ENVESTNET INC	177,500	$14.19M	0.0%	$72.23	—	COM	29404K106
PH	PARKER-HANNIFIN CORP	45,001	$14.18M	0.0%	$283.72	+3.2%	COM	701094104
DOV	DOVER CORP	78,016	$14.1M	0.0%	$157.14	+2.4%	COM	260003108
—	MOBILE TELESYSTEMS PUB JT ST	1,745,127	$13.98M	0.0%	$8.52	—	SPONSORED ADR	607409109
PWR	QUANTA SVCS INC	122,677	$13.84M	0.0%	$106.22	+7.8%	COM	74762E102
GE	GENERAL ELECTRIC CO	145,879	$13.81M	0.0%	$62.95	-2.2%	COM NEW	369604301
—	BUNGE LIMITED	150,061	$13.81M	0.0%	$79.27	—	COM	G16962105
DOC	HEALTHPEAK PROPERTIES INC	380,915	$13.71M	0.0%	$24.58	+11.4%	COM	42250P103
RUN	SUNRUN INC	401,491	$13.65M	0.0%	$55.54	-15.7%	COM	86771W105
CHD	CHURCH & DWIGHT CO INC	134,516	$13.64M	0.0%	$78.77	+9.6%	COM	171340102
CCK	CROWN HLDGS INC	124,436	$13.61M	0.0%	$91.62	+11.0%	COM	228368106
CHTR	CHARTER COMMUNICATIONS INC N	20,613	$13.55M	0.0%	$624.87	+9.0%	CL A	16119P108
MTH	MERITAGE HOMES CORP	112,179	$13.47M	0.0%	$44.21	+26.2%	COM	59001A102
STT	STATE STR CORP	143,062	$13.34M	0.0%	$66.07	+24.0%	COM	857477103
—	VIMEO INC	736,680	$13.16M	0.0%	$45.82	—	COMMON STOCK	92719V100
REG	REGENCY CTRS CORP	175,637	$13.14M	0.0%	$42.71	+42.3%	COM	758849103
HRL	HORMEL FOODS CORP	270,067	$13.12M	0.0%	$41.08	-6.0%	COM	440452100
NTES	NETEASE INC	125,920	$13.06M	0.0%	$103.26	—	SPONSORED ADS	64110W102
WHR	WHIRLPOOL CORP	55,772	$12.97M	0.0%	$208.28	+5.4%	COM	963320106
BKR	BAKER HUGHES COMPANY	539,656	$12.92M	0.0%	$20.19	+10.7%	CL A	05722G100
DELL	DELL TECHNOLOGIES INC	227,685	$12.87M	0.0%	$42.66	+19.8%	CL C	24703L202
WLDN	WILLDAN GROUP INC	357,300	$12.82M	0.0%	$44.38	-16.0%	COM	96924N100
VNO	VORNADO RLTY TR	301,264	$12.78M	0.0%	$43.83	—	SH BEN INT	929042109
DRI	DARDEN RESTAURANTS INC	84,898	$12.68M	0.0%	$114.07	+13.3%	COM	237194105
—	PINNACLE FINL PARTNERS INC	130,000	$12.41M	0.0%	$89.68	—	COM	72346Q104
MDB	MONGODB INC	22,458	$11.96M	0.0%	$489.92	+4.5%	CL A	60937P106
LBRDK	LIBERTY BROADBAND CORP	72,919	$11.81M	0.0%	$141.71	+8.7%	COM SER C	530307305
IP	INTERNATIONAL PAPER CO	252,835	$11.8M	0.0%	$39.42	+4.1%	COM	460146103
NIO	NIO INC	362,618	$11.76M	0.0%	$39.37	—	SPON ADS	62914V106
MNST	MONSTER BEVERAGE CORP NEW	123,137	$11.75M	0.0%	$44.80	-0.8%	COM	61174X109
ADSE	ADS TEC ENERGY PLC	1,250,000	$11.65M	0.0%	$9.91	0.0%	SHS	G0085J117
CSGP	COSTAR GROUP INC	144,596	$11.59M	0.0%	$86.44	-2.9%	COM	22160N109
TROW	PRICE T ROWE GROUP INC	58,184	$11.53M	0.0%	$131.89	+27.9%	COM	74144T108
COLD	AMERICOLD RLTY TR	350,000	$11.51M	0.0%	$38.47	—	COM	03064D108
ZIP	ZIPRECRUITER INC	450,000	$11.41M	0.0%	$27.44	0.0%	CL A	98980B103
MAR	MARRIOTT INTL INC NEW	68,753	$11.33M	0.0%	$132.78	+14.3%	CL A	571903202
BSX	BOSTON SCIENTIFIC CORP	263,550	$11.33M	0.0%	$37.96	+10.7%	COM	101137107
CGNX	COGNEX CORP	143,963	$11.21M	0.0%	$80.80	-2.9%	COM	192422103
BIDU	BAIDU INC	73,932	$11.13M	0.0%	$217.07	—	SPON ADR REP A	056752108
—	ANNALY CAPITAL MANAGEMENT IN	1,397,139	$11.11M	0.0%	$8.68	—	COM	035710409
IEX	IDEX CORP	46,907	$11.04M	0.0%	$186.85	+15.4%	COM	45167R104
ELAN	ELANCO ANIMAL HEALTH INC	384,374	$11.04M	0.0%	$32.35	-3.9%	COM	28414H103
LII	LENNOX INTL INC	33,951	$10.97M	0.0%	$272.88	+8.8%	COM	526107107
ALLE	ALLEGION PLC	83,194	$10.95M	0.0%	$108.27	+14.2%	ORD SHS	G0176J109
ROKU	ROKU INC	46,201	$10.91M	0.0%	$385.34	-30.0%	COM CL A	77543R102
WU	WESTERN UN CO	603,470	$10.88M	0.0%	$24.66	—	COM	959802109
PVH	PVH CORPORATION	102,352	$10.86M	0.0%	$98.06	+10.6%	COM	693656100
GLW	CORNING INC	287,034	$10.68M	0.0%	$34.04	-2.1%	COM	219350105
RNW	RENEW ENERGY GLOBAL PLC	1,375,700	$10.57M	0.0%	$8.93	-1.6%	CL A SHS	G7500M104
GRMN	GARMIN LTD	76,981	$10.52M	0.0%	$111.79	+17.6%	SHS	H2906T109
—	VEON LTD	6,094,400	$10.48M	0.0%	$1.87	—	SPONSORED ADR	91822M106
CCSI	CONSENSUS CLOUD SOLUTIONS IN	177,500	$10.43M	0.0%	$60.83	0.0%	COM	20848V105
ALB	ALBEMARLE CORP	44,162	$10.35M	0.0%	$151.53	+54.9%	COM	012653101
DSGR	LAWSON PRODS INC	190,000	$10.32M	0.0%	$26.10	-2.7%	COM	520776105
LYV	LIVE NATION ENTERTAINMENT IN	86,119	$10.31M	0.0%	$80.50	+33.9%	COM	538034109
RIVN	RIVIAN AUTOMOTIVE INC	99,466	$10.29M	0.0%	$115.22	0.0%	COM CL A	76954A103
TSN	TYSON FOODS INC	118,958	$10.27M	0.0%	$59.51	+21.2%	CL A	902494103
CCEP	COCA-COLA EUROPACIFIC PARTNE	184,638	$10.25M	0.0%	$43.80	+7.5%	SHS	G25839104
ORA	ORMAT TECHNOLOGIES INC	130,481	$10.2M	0.0%	$84.55	-12.9%	COM	686688102
ALLY	ALLY FINL INC	212,674	$10.12M	0.0%	$35.68	+19.5%	COM	02005N100
ZS	ZSCALER INC	31,152	$10.11M	0.0%	$239.03	+31.7%	COM	98980G102
FIX	COMFORT SYS USA INC	100,000	$9.834M	0.0%	$63.49	+43.0%	COM	199908104
AGCO	AGCO CORP	85,334	$9.791M	0.0%	$112.85	-6.8%	COM	001084102
MSA	MSA SAFETY INC	65,000	$9.781M	0.0%	$160.80	-6.7%	COM	553498106
ARMK	ARAMARK	263,314	$9.719M	0.0%	$25.74	-3.5%	COM	03852U106
LNC	LINCOLN NATL CORP IND	141,371	$9.69M	0.0%	$43.14	+30.2%	COM	534187109
DOW	DOW INC	170,636	$9.689M	0.0%	$45.81	-1.7%	COM	260557103
—	NV5 GLOBAL INC	70,000	$9.563M	0.0%	$96.57	—	COM	62945V109
EPAM	EPAM SYS INC	14,140	$9.518M	0.0%	$515.21	+24.9%	COM	29414B104
—	LIBERTY GLOBAL PLC	336,527	$9.504M	0.0%	$25.54	—	SHS CL C	G5480U120
IPGP	IPG PHOTONICS CORP	54,983	$9.472M	0.0%	$218.73	-24.5%	COM	44980X109
MAS	MASCO CORP	135,318	$9.429M	0.0%	$51.14	+17.0%	COM	574599106
KR	KROGER CO	207,802	$9.38M	0.0%	$30.92	+24.4%	COM	501044101
CDW	CDW CORP	45,212	$9.222M	0.0%	$155.97	+15.7%	COM	12514G108
PNR	PENTAIR PLC	127,405	$9.214M	0.0%	$55.88	+24.9%	SHS	G7S00T104
—	CERNER CORP	98,668	$9.19M	0.0%	$71.73	—	COM	156782104
AJG	GALLAGHER ARTHUR J & CO	54,133	$9.135M	0.0%	$114.59	+36.8%	COM	363576109
PEG	PUBLIC SVC ENTERPRISE GRP IN	136,236	$9.035M	0.0%	$49.68	+10.7%	COM	744573106
ABNB	AIRBNB INC	53,289	$8.994M	0.0%	$156.96	+12.2%	COM CL A	009066101
MTN	VAIL RESORTS INC	26,610	$8.763M	0.0%	$292.10	+16.7%	COM	91879Q109
—	WESTROCK CO	196,801	$8.703M	0.0%	$51.71	—	COM	96145D105
TME	TENCENT MUSIC ENTMT GROUP	1,269,764	$8.698M	0.0%	$20.49	—	SPON ADS	88034P109
PCAR	PACCAR INC	99,160	$8.669M	0.0%	$51.20	-4.8%	COM	693718108
FITB	FIFTH THIRD BANCORP	196,288	$8.558M	0.0%	$28.18	+31.8%	COM	316773100
CHEF	CHEFS WHSE INC	250,000	$8.33M	0.0%	$29.70	+11.0%	COM	163086101
HWM	HOWMET AEROSPACE INC	261,445	$8.272M	0.0%	$28.49	+6.8%	COM	443201108
KNSL	KINSALE CAP GROUP INC	35,000	$8.264M	0.0%	$185.78	+5.3%	COM	49714P108
WIX	WIX COM LTD	51,545	$8.174M	0.0%	$285.58	-39.3%	SHS	M98068105
BILL	BILL COM HLDGS INC	32,380	$8.132M	0.0%	$282.75	0.0%	COM	090043100
ADUS	ADDUS HOMECARE CORP	87,000	$8.123M	0.0%	$113.93	-21.1%	COM	006739106
FHB	FIRST HAWAIIAN INC	300,000	$8.118M	0.0%	$21.54	+6.9%	COM	32051X108
—	INTERPUBLIC GROUP COS INC	214,136	$8.088M	0.0%	$22.01	+41.1%	COM	460690100
YUMC	YUM CHINA HLDGS INC	163,472	$8.056M	0.0%	$57.40	-5.5%	COM	98850P109
JOYY	JOYY INC	175,462	$7.931M	0.0%	$93.73	—	ADS REPSTG COM A	46591M109
ICE	INTERCONTINENTAL EXCHANGE IN	57,908	$7.921M	0.0%	$107.41	+16.7%	COM	45866F104
COF	CAPITAL ONE FINL CORP	54,184	$7.883M	0.0%	$124.45	+15.2%	COM	14040H105
PAYX	PAYCHEX INC	56,850	$7.757M	0.0%	$80.38	+36.7%	COM	704326107
ZUMZ	ZUMIEZ INC	160,000	$7.733M	0.0%	$43.75	+4.4%	COM	989817101
TDOC	TELADOC HEALTH INC	81,937	$7.731M	0.0%	$213.97	-44.1%	COM	87918A105
CSL	CARLISLE COS INC	31,169	$7.659M	0.0%	$176.54	+24.1%	COM	142339100
ULTA	ULTA BEAUTY INC	18,750	$7.59M	0.0%	$310.74	+25.0%	COM	90384S303
RNG	RINGCENTRAL INC	39,005	$7.588M	0.0%	$360.45	-38.4%	CL A	76680R206
FROG	JFROG LTD	244,180	$7.577M	0.0%	$32.96	0.0%	ORD SHS	M6191J100
—	DISCOVERY INC	319,049	$7.558M	0.0%	$32.73	—	COM SER C	25470F302
WAL	WESTERN ALLIANCE BANCORP	70,000	$7.545M	0.0%	$76.92	+32.9%	COM	957638109
GDDY	GODADDY INC	88,455	$7.448M	0.0%	$80.28	-10.9%	CL A	380237107
TDY	TELEDYNE TECHNOLOGIES INC	17,096	$7.443M	0.0%	$385.97	+12.7%	COM	879360105
FBIN	FORTUNE BRANDS HOME & SEC IN	69,839	$7.388M	0.0%	$70.17	+15.2%	COM	34964C106
—	AMC ENTMT HLDGS INC	251,096	$7.267M	0.0%	$37.73	—	CL A COM	00165C104
ARRY	ARRAY TECHNOLOGIES INC	454,330	$7.242M	0.0%	$32.06	-39.0%	COM SHS	04271T100
OTIS	OTIS WORLDWIDE CORP	82,917	$7.161M	0.0%	$68.01	+15.3%	COM	68902V107
KMX	CARMAX INC	55,557	$7.122M	0.0%	$121.72	+15.0%	COM	143130102
—	LAZARD LTD	160,800	$7.106M	0.0%	$44.35	—	SHS A	G54050102
KRC	KILROY RLTY CORP	105,222	$7.031M	0.0%	$65.83	—	COM	49427F108
—	ATLANTICA SUSTAINABLE INFR P	193,700	$6.991M	0.0%	$36.92	—	SHS	G0751N103
—	LUFAX HOLDING LTD	1,207,287	$6.821M	0.0%	$5.92	—	ADS REP SHS CL A	54975P102
BALL	BALL CORP	70,767	$6.755M	0.0%	$82.28	+6.2%	COM	058498106
AOS	SMITH A O CORP	79,089	$6.745M	0.0%	$56.57	+25.1%	COM	831865209
—	VIACOMCBS INC	215,978	$6.721M	0.0%	$45.10	—	CL B	92556H206
PDD	PINDUODUO INC	112,415	$6.683M	0.0%	$133.88	—	SPONSORED ADS	722304102
NXRT	NEXPOINT RESIDENTIAL TR INC	80,388	$6.651M	0.0%	$46.09	—	COM	65341D102
NHI	NATIONAL HEALTH INVS INC	110,000	$6.301M	0.0%	$72.28	—	COM	63633D104
—	LUCID GROUP INC	161,168	$6.245M	0.0%	$38.75	—	COM	549498103
—	SL GREEN RLTY CORP	84,899	$6.148M	0.0%	$69.99	—	COM	78440X804
ATO	ATMOS ENERGY CORP	58,814	$6.145M	0.0%	$87.88	-2.8%	COM	049560105
HBAN	HUNTINGTON BANCSHARES INC	390,649	$6.028M	0.0%	$12.14	+7.3%	COM	446150104
PSA	PUBLIC STORAGE	15,959	$5.944M	0.0%	$188.24	+46.4%	COM	74460D109
CFG	CITIZENS FINL GROUP INC	124,738	$5.896M	0.0%	$33.89	+18.8%	COM	174610105
LI	LI AUTO INC	184,354	$5.89M	0.0%	$29.88	—	SPONSORED ADS	50202M102
—	DISCOVER FINL SVCS	50,797	$5.884M	0.0%	$94.99	—	COM	254709108
PINS	PINTEREST INC	153,580	$5.828M	0.0%	$74.38	-40.3%	CL A	72352L106
W	WAYFAIR INC	30,120	$5.807M	0.0%	$295.60	-20.2%	CL A	94419L101
BFAM	BRIGHT HORIZONS FAM SOL IN D	45,000	$5.678M	0.0%	$158.72	-12.5%	COM	109194100
ZLAB	ZAI LAB LTD	84,800	$5.675M	0.0%	$133.43	—	ADR	98887Q104
—	DUKE REALTY CORP	86,089	$5.609M	0.0%	$44.52	—	COM NEW	264411505
DECK	DECKERS OUTDOOR CORP	15,000	$5.519M	0.0%	$64.48	0.0%	COM	243537107
GNRC	GENERAC HLDGS INC	15,362	$5.422M	0.0%	$344.74	+20.3%	COM	368736104
ZM	ZOOM VIDEO COMMUNICATIONS IN	28,230	$5.378M	0.0%	$364.58	-35.5%	CL A	98980L101
EPR	EPR PPTYS	112,500	$5.346M	0.0%	$46.59	—	COM SH BEN INT	26884U109
AVY	AVERY DENNISON CORP	24,501	$5.275M	0.0%	$157.68	+26.2%	COM	053611109
LOB	LIVE OAK BANCSHARES INC	60,000	$5.232M	0.0%	$83.26	0.0%	COM	53803X105
—	SIRIUS XM HOLDINGS INC	797,509	$5.12M	0.0%	$6.10	—	COM	82968B103
NGVT	INGEVITY CORP	70,700	$5.109M	0.0%	$80.43	-5.4%	COM	45688C107
TAP	MOLSON COORS BEVERAGE CO	111,161	$5.102M	0.0%	$42.28	-4.6%	CL B	60871R209
DHI	D R HORTON INC	47,360	$5.092M	0.0%	$74.56	+23.8%	COM	23331A109
FMC	FMC CORP	46,132	$5.046M	0.0%	$92.02	-5.2%	COM NEW	302491303
—	BROOKFIELD RENEWABLE CORP	139,023	$5.001M	0.0%	$46.80	—	CL A SUB VTG	11284V105
SYK	STRYKER CORPORATION	18,472	$5M	0.0%	$234.49	+7.1%	COM	863667101
FTV	FORTIVE CORP	65,657	$4.992M	0.0%	$50.67	+9.6%	COM	34959J108
ESS	ESSEX PPTY TR INC	14,019	$4.944M	0.0%	$217.54	+34.0%	COM	297178105
YETI	YETI HLDGS INC	60,000	$4.943M	0.0%	$76.79	+19.5%	COM	98585X104
CVNA	CARVANA CO	21,187	$4.938M	0.0%	$272.32	+1.0%	CL A	146869102
ST	SENSATA TECHNOLOGIES HLDG PL	80,422	$4.935M	0.0%	$57.66	+1.0%	SHS	G8060N102
LZ	LEGALZOOM COM INC	300,000	$4.935M	0.0%	$21.22	0.0%	COM	52466B103
LEA	LEAR CORP	26,662	$4.844M	0.0%	$153.36	+3.1%	COM NEW	521865204
NET	CLOUDFLARE INC	35,991	$4.794M	0.0%	$86.66	+93.4%	CL A COM	18915M107
MHK	MOHAWK INDS INC	26,888	$4.783M	0.0%	$182.86	-2.4%	COM	608190104
EXR	EXTRA SPACE STORAGE INC	21,168	$4.775M	0.0%	$100.18	+67.0%	COM	30225T102
AVB	AVALONBAY CMNTYS INC	18,864	$4.74M	0.0%	$155.01	+33.1%	COM	053484101
BAX	BAXTER INTL INC	54,494	$4.711M	0.0%	$71.51	+2.3%	COM	071813109
JBHT	HUNT J B TRANS SVCS INC	22,950	$4.676M	0.0%	$145.30	+27.2%	COM	445658107
—	CATALENT INC	36,120	$4.642M	0.0%	$114.39	—	COM	148806102
CHRW	C H ROBINSON WORLDWIDE INC	42,739	$4.577M	0.0%	$83.09	+5.7%	COM NEW	12541W209
LYFT	LYFT INC	104,416	$4.541M	0.0%	$56.37	-17.0%	CL A COM	55087P104
ONC	BEIGENE LTD	16,419	$4.489M	0.0%	$296.35	—	SPONSORED ADR	07725L102
RSG	REPUBLIC SVCS INC	31,976	$4.431M	0.0%	$107.64	+17.0%	COM	760759100
MTCH	MATCH GROUP INC NEW	32,974	$4.392M	0.0%	$146.52	-3.4%	COM	57667L107
DAL	DELTA AIR LINES INC DEL	111,990	$4.372M	0.0%	$43.04	-9.5%	COM NEW	247361702
WST	WEST PHARMACEUTICAL SVSC INC	9,195	$4.334M	0.0%	$388.65	+9.6%	COM	955306105
—	AXONICS INC	77,000	$4.329M	0.0%	$59.89	—	COM	05465P101
VRAYQ	VIEWRAY INC	800,000	$4.256M	0.0%	$4.86	+25.4%	COM	92672L107
HEI/A	HEICO CORP NEW	32,816	$4.238M	0.0%	$115.58	+9.4%	CL A	422806208
—	ZENDESK INC	39,879	$4.234M	0.0%	$132.28	—	COM	98936J101
MCHP	MICROCHIP TECHNOLOGY INC.	47,462	$4.133M	0.0%	$70.84	+4.3%	COM	595017104
BF/B	BROWN FORMAN CORP	56,620	$4.099M	0.0%	$66.57	-1.8%	CL B	115637209
—	HOWARD HUGHES CORP	40,000	$4.022M	0.0%	$95.13	—	COM	44267D107
NTAP	NETAPP INC	43,223	$3.963M	0.0%	$60.86	+33.9%	COM	64110D104
—	MIMECAST LTD	49,600	$3.936M	0.0%	$53.05	—	ORD SHS	G14838109
BEN	FRANKLIN RESOURCES INC	113,846	$3.807M	0.0%	$21.47	+23.8%	COM	354613101
KBH	KB HOME	85,119	$3.792M	0.0%	$38.59	+1.3%	COM	48666K109
WTRG	ESSENTIAL UTILS INC	70,849	$3.789M	0.0%	$45.47	+6.8%	COM	29670G102
MCFT	MASTERCRAFT BOAT HLDGS INC	130,003	$3.77M	0.0%	$27.73	-1.5%	COM	57637H103
—	CANADIAN PAC RY LTD	51,324	$3.674M	0.0%	$71.59	—	COM	13645T100
MXCT	MAXCYTE INC	350,000	$3.671M	0.0%	$13.47	-20.3%	COM	57777K106
OPRX	OPTIMIZERX CORP	59,960	$3.666M	0.0%	$48.25	+57.1%	COM NEW	68401U204
AKAM	AKAMAI TECHNOLOGIES INC	30,959	$3.627M	0.0%	$103.25	+6.5%	COM	00971T101
HLI	HOULIHAN LOKEY INC	35,000	$3.614M	0.0%	$61.62	+60.6%	CL A	441593100
VICI	VICI PPTYS INC	119,562	$3.58M	0.0%	$20.94	+10.6%	COM	925652109
HUYA	HUYA INC	517,347	$3.559M	0.0%	$19.48	—	ADS REP SHS A	44852D108
MTB	M & T BK CORP	22,493	$3.445M	0.0%	$126.15	+6.5%	COM	55261F104
MLM	MARTIN MARIETTA MATLS INC	7,285	$3.191M	0.0%	$309.80	+27.5%	COM	573284106
QURE	UNIQURE NV	151,000	$3.151M	0.0%	$35.84	-20.0%	SHS	N90064101
EFX	EQUIFAX INC	10,678	$3.113M	0.0%	$221.13	+22.2%	COM	294429105
RCL	ROYAL CARIBBEAN GROUP	40,111	$3.103M	0.0%	$79.90	-0.1%	COM	V7780T103
NVAX	NOVAVAX INC	19,822	$3.069M	0.0%	$214.21	-19.8%	COM NEW	670002401
OPCH	OPTION CARE HEALTH INC	107,900	$3.068M	0.0%	$19.28	+36.2%	COM NEW	68404L201
AGNC	AGNC INVT CORP	201,609	$3.066M	0.0%	$16.71	—	COM	00123Q104
UHAL	AMERCO	4,167	$3.012M	0.0%	$53.20	+35.3%	COM	023586100
SYF	SYNCHRONY FINANCIAL	63,882	$2.955M	0.0%	$34.52	+26.6%	COM	87165B103
RARE	ULTRAGENYX PHARMACEUTICAL IN	34,900	$2.94M	0.0%	$136.14	-40.2%	COM	90400D108
HEI	HEICO CORP NEW	20,357	$2.94M	0.0%	$128.49	+9.7%	COM	422806109
TTD	THE TRADE DESK INC	30,802	$2.904M	0.0%	$67.27	+30.2%	COM CL A	88339J105
KD	KYNDRYL HLDGS INC	157,629	$2.897M	0.0%	$21.59	0.0%	COMMON STOCK	50155Q100
CPB	CAMPBELL SOUP CO	66,863	$2.885M	0.0%	$40.43	-10.5%	COM	134429109
VMC	VULCAN MATLS CO	13,889	$2.873M	0.0%	$155.90	+20.2%	COM	929160109
TCOM	TRIP COM GROUP LTD	115,972	$2.871M	0.0%	$36.82	—	ADS	89677Q107
SSTI	SHOTSPOTTER INC	94,500	$2.857M	0.0%	$43.47	-19.3%	COM	82536T107
INSM	INSMED INC	102,100	$2.789M	0.0%	$38.22	-25.2%	COM PAR $.01	457669307
RVTY	PERKINELMER INC	13,954	$2.785M	0.0%	$137.00	+30.7%	COM	714046109
CMA	COMERICA INC	31,588	$2.749M	0.0%	$52.16	+34.7%	COM	200340107
TSCO	TRACTOR SUPPLY CO	11,575	$2.74M	0.0%	$29.45	+38.3%	COM	892356106
SBNY	SIGNATURE BK NEW YORK N Y	8,531	$2.727M	0.0%	$319.70	—	COM	82669G104
NVR	NVR INC	449	$2.652M	0.0%	$4560.97	+15.7%	COM	62944T105
UDR	UDR INC	42,960	$2.572M	0.0%	$34.51	+39.1%	COM	902653104
BURL	BURLINGTON STORES INC	8,438	$2.474M	0.0%	$286.50	-1.9%	COM	122017106
OGN	ORGANON & CO	80,357	$2.469M	0.0%	$26.93	+0.1%	COMMON STOCK	68622V106
—	SUNNOVA ENERGY INTL INC.	89,000	$2.446M	0.0%	$39.46	—	COM	86745K104
ZTO	ZTO EXPRESS CAYMAN INC	86,480	$2.419M	0.0%	$29.15	—	SPONSORED ADS A	98980A105
NWL	NEWELL BRANDS INC	109,041	$2.355M	0.0%	$20.01	-6.5%	COM	651229106
ITRI	ITRON INC	34,157	$2.315M	0.0%	$98.89	-28.9%	COM	465741106
—	SONO GROUP N V	228,800	$2.299M	0.0%	$10.05	—	COM	N81409109
NVCR	NOVOCURE LTD	28,440	$2.27M	0.0%	$186.77	-46.3%	ORD SHS	G6674U108
SUI	SUN CMNTYS INC	10,836	$2.27M	0.0%	$150.04	—	COM	866674104
ZBH	ZIMMER BIOMET HOLDINGS INC	17,543	$2.25M	0.0%	$148.71	-15.1%	COM	98956P102
PJT	PJT PARTNERS INC	30,000	$2.234M	0.0%	$66.64	+14.6%	COM CL A	69343T107
—	DISH NETWORK CORPORATION	67,630	$2.222M	0.0%	$36.20	—	CL A	25470M109
—	LIVEPERSON INC	60,000	$2.195M	0.0%	$54.24	—	COM	538146101
SRPT	SAREPTA THERAPEUTICS INC	24,100	$2.183M	0.0%	$92.28	-7.4%	COM	803607100
STE	STERIS PLC	8,902	$2.183M	0.0%	$177.71	+23.9%	SHS USD	G8473T100
GDS	GDS HLDGS LTD	46,115	$2.163M	0.0%	$81.09	—	SPONSORED ADS	36165L108
—	BANCOLOMBIA S A	68,100	$2.153M	0.0%	$31.99	—	SPON ADR PREF	05968L102
BBWI	BATH & BODY WORKS INC	29,756	$2.074M	0.0%	$63.95	0.0%	COM	070830104
HIG	HARTFORD FINL SVCS GROUP INC	29,247	$2.022M	0.0%	$48.86	+32.7%	COM	416515104
EGAN	EGAIN CORP	200,000	$2.008M	0.0%	$11.16	-7.0%	COM NEW	28225C806
—	HANESBRANDS INC	119,186	$2.002M	0.0%	$19.67	—	COM	410345102
TREX	TREX CO INC	15,000	$1.993M	0.0%	$94.04	+27.7%	COM	89531P105
Z	ZILLOW GROUP INC	31,519	$1.98M	0.0%	$147.10	-51.0%	CL C CAP STK	98954M200
—	FLEETCOR TECHNOLOGIES INC	8,517	$1.922M	0.0%	$268.63	—	COM	339041105
BILI	BILIBILI INC	39,990	$1.909M	0.0%	$107.06	—	SPONS ADS REP Z	090040106
NTRS	NORTHERN TR CORP	15,821	$1.889M	0.0%	$84.43	+24.4%	COM	665859104
LOOP	LOOP INDS INC	151,000	$1.863M	0.0%	$9.55	+41.0%	COM	543518104
MSI	MOTOROLA SOLUTIONS INC	6,847	$1.856M	0.0%	$220.08	+8.8%	COM NEW	620076307
—	HOLLYSYS AUTOMATION TCHNGY L	130,000	$1.851M	0.0%	$14.41	—	SHS	G45667105
—	SEAGEN INC	11,625	$1.827M	0.0%	$142.04	—	COM	81181C104
SON	SONOCO PRODS CO	31,643	$1.826M	0.0%	$55.98	-8.8%	COM	835495102
PODD	INSULET CORP	6,720	$1.812M	0.0%	$268.34	+8.1%	COM	45784P101
GLOB	GLOBANT S A	5,700	$1.796M	0.0%	$212.32	+39.4%	COM	L44385109
SEE	SEALED AIR CORP NEW	26,095	$1.752M	0.0%	$40.72	+40.5%	COM	81211K100
CF	CF INDS HLDGS INC	23,693	$1.703M	0.0%	$43.64	+31.4%	COM	125269100
TFX	TELEFLEX INCORPORATED	5,088	$1.684M	0.0%	$387.77	-14.8%	COM	879369106
—	NEW ORIENTAL ED & TECHNOLOGY	791,220	$1.669M	0.0%	$14.00	—	SPON ADR	647581107
DPZ	DOMINOS PIZZA INC	2,961	$1.65M	0.0%	$346.59	+38.6%	COM	25754A201
CE	CELANESE CORP DEL	9,551	$1.587M	0.0%	$140.88	+7.8%	COM	150870103
TTCFQ	TATTOOED CHEF INC	101,280	$1.583M	0.0%	$21.59	-20.7%	COM CL A	87663X102
WCN	WASTE CONNECTIONS INC	11,639	$1.578M	0.0%	$98.29	+31.6%	COM	94106B101
VRSN	VERISIGN INC	6,136	$1.56M	0.0%	$194.79	+17.7%	COM	92343E102
OLLI	OLLIES BARGAIN OUTLET HLDGS	30,075	$1.56M	0.0%	$91.04	-33.1%	COM	681116109
BR	BROADRIDGE FINL SOLUTIONS IN	8,484	$1.551M	0.0%	$135.98	+20.4%	COM	11133T103
AAP	ADVANCE AUTO PARTS INC	6,504	$1.545M	0.0%	$149.06	+37.8%	COM	00751Y106
CSTL	CASTLE BIOSCIENCES INC	35,000	$1.534M	0.0%	$74.02	-29.4%	COM	14843C105
—	BLUEBIRD BIO INC	135,000	$1.397M	0.0%	$30.15	—	COM	09609G100
EXPD	EXPEDITORS INTL WASH INC	10,188	$1.359M	0.0%	$91.95	+29.4%	COM	302130109
—	LIBERTY MEDIA CORP DEL	26,639	$1.355M	0.0%	$44.08	—	COM A SIRIUSXM	531229409
LBTYAUSD	LIBERTY GLOBAL PLC	47,695	$1.335M	0.0%	$27.85	—	SHS CL A	G5480U104
OMF	ONEMAIN HLDGS INC	25,600	$1.286M	0.0%	$58.15	-9.0%	COM	68268W103
MED	MEDIFAST INC	6,100	$1.286M	0.0%	$219.07	-15.4%	COM	58470H101
—	ABIOMED INC	3,493	$1.265M	0.0%	$318.73	—	COM	003654100
MKTX	MARKETAXESS HLDGS INC	2,951	$1.218M	0.0%	$503.06	-25.7%	COM	57060D108
HTHT	HUAZHU GROUP LTD	32,400	$1.215M	0.0%	$54.90	—	SPONSORED ADS	44332N106
—	51JOB INC	24,800	$1.214M	0.0%	$62.60	—	SPONSORED ADS	316827104
LUV	SOUTHWEST AIRLS CO	28,302	$1.209M	0.0%	$49.50	-11.8%	COM	844741108
TWST	TWIST BIOSCIENCE CORP	15,200	$1.195M	0.0%	$151.85	-32.4%	COM	90184D100
—	LIBERTY MEDIA CORP DEL	23,015	$1.169M	0.0%	$44.11	—	COM C SIRIUSXM	531229607
—	2SEVENTY BIO INC	45,001	$1.166M	0.0%	$25.92	—	COMMON STOCK	901384107
—	BLACK KNIGHT INC	13,919	$1.155M	0.0%	$73.99	—	COM	09215C105
ASPU	ASPEN GROUP INC	465,055	$1.142M	0.0%	$7.79	-47.5%	COM NEW	04530L203
FNF	FIDELITY NATIONAL FINANCIAL	21,778	$1.133M	0.0%	$30.18	+29.1%	FNF GROUP COM	31620R303
ESPR	ESPERION THERAPEUTICS INC NE	217,000	$1.076M	0.0%	$29.50	-72.9%	COM	29664W105
MKL	MARKEL CORP	871	$1.072M	0.0%	$1078.65	+17.0%	COM	570535104
DVA	DAVITA INC	9,294	$1.053M	0.0%	$111.11	-3.3%	COM	23918K108
—	DISCOVERY INC	42,570	$1.041M	0.0%	$33.59	—	COM SER A	25470F104
DIOD	DIODES INC	9,486	$1.033M	0.0%	$79.09	+28.2%	COM	254543101
TPICQ	TPI COMPOSITES INC	70,000	$1.028M	0.0%	$60.15	-59.2%	COM	87266J104
LBRDA	LIBERTY BROADBAND CORP	6,354	$1.025M	0.0%	$139.04	+9.3%	COM SER A	530307107
CPT	CAMDEN PPTY TR	5,751	$1.025M	0.0%	$87.98	+61.8%	SH BEN INT	133131102
PTC	PTC INC	7,935	$968K	0.0%	$133.13	-9.5%	COM	69370C100
FOX	FOX CORP	27,706	$963K	0.0%	$31.54	+9.6%	CL B COM	35137L204
—	EVOQUA WATER TECHNOLOGIES CO	20,410	$948K	0.0%	$33.66	—	COM	30057T105
PTON	PELOTON INTERACTIVE INC	24,510	$912K	0.0%	$132.66	-54.0%	CL A COM	70614W100
OPTU	ALTICE USA INC	54,436	$904K	0.0%	$31.68	-46.5%	CL A	02156K103
BEKE	KE HLDGS INC	44,193	$892K	0.0%	$52.77	—	SPONSORED ADS	482497104
SCL	STEPAN CO	7,201	$889K	0.0%	$123.89	-2.6%	COM	858586100
BAP	CREDICORP LTD	7,100	$888K	0.0%	$141.30	-20.3%	COM	G2519Y108
CINF	CINCINNATI FINL CORP	7,671	$872K	0.0%	$84.81	+25.4%	COM	172062101
CG	CARLYLE GROUP INC	15,784	$858K	0.0%	$41.33	+14.1%	COM	14316J108
ZG	ZILLOW GROUP INC	13,405	$821K	0.0%	$149.53	-52.0%	CL A	98954M101
BLD	TOPBUILD CORP	2,997	$819K	0.0%	$215.74	+18.6%	COM	89055F103
HEPS	D MARKET ELECTR SVCS & TRADI	419,600	$797K	0.0%	$6.86	—	SPONSORED ADS	23292B104
O	REALTY INCOME CORP	10,809	$777K	0.0%	$46.41	+19.3%	COM	756109104
—	COUPA SOFTWARE INC	4,737	$767K	0.0%	$233.79	—	COM	22266L106
LW	LAMB WESTON HLDGS INC	12,143	$765K	0.0%	$70.33	-23.5%	COM	513272104
BMI	BADGER METER INC	6,902	$729K	0.0%	$97.27	+5.0%	COM	056525108
EG	EVEREST RE GROUP LTD	2,586	$709K	0.0%	$216.58	+15.6%	COM	G3223R108
PRGS	PROGRESS SOFTWARE CORP	14,388	$700K	0.0%	$45.99	+8.3%	COM	743312100
—	AMCOR PLC	58,218	$696K	0.0%	$9.32	+7.3%	ORD	G0250X107
PDM	PIEDMONT OFFICE REALTY TR IN	36,581	$675K	0.0%	$17.88	—	COM CL A	720190206
DEI	DOUGLAS EMMETT INC	19,908	$671K	0.0%	$32.48	—	COM	25960P109
BDN	BRANDYWINE RLTY TR	49,462	$669K	0.0%	$13.34	—	SH BEN INT NEW	105368203
ACGL	ARCH CAP GROUP LTD	14,649	$649K	0.0%	$33.84	+19.2%	ORD	G0450A105
HCM	HUTCHMED CHINA LTD	17,500	$617K	0.0%	$28.25	—	SPONSORED ADS	44842L103
NBIX	NEUROCRINE BIOSCIENCES INC	7,244	$613K	0.0%	$104.86	-12.3%	COM	64125C109
—	PARAMOUNT GROUP INC	71,204	$602K	0.0%	$9.42	—	COM	69924R108
OLED	UNIVERSAL DISPLAY CORP	3,315	$548K	0.0%	$194.98	-18.9%	COM	91347P105
DASH	DOORDASH INC	3,558	$542K	0.0%	$191.28	-1.0%	CL A	25809K105
WRB	BERKLEY W R CORP	6,563	$535K	0.0%	$27.39	+16.8%	COM	084423102
LYB	LYONDELLBASELL INDUSTRIES N	5,777	$533K	0.0%	$70.80	-3.4%	SHS - A -	N53745100
ATHM	AUTOHOME INC	17,386	$514K	0.0%	$93.27	—	SP ADS RP CL A	05278C107
WB	WEIBO CORP	15,839	$498K	0.0%	$50.46	—	SPONSORED ADR	948596101
RJF	RAYMOND JAMES FINL INC	4,904	$495K	0.0%	$74.29	+25.1%	COM	754730109
—	COVETRUS INC	24,499	$490K	0.0%	$29.97	—	COM	22304C100
TAL	TAL EDUCATION GROUP	117,304	$462K	0.0%	$53.85	—	SPONSORED ADS	874080104
—	PREMIER INC	10,889	$449K	0.0%	$33.85	—	CL A	74051N102
JKHY	HENRY JACK & ASSOC INC	2,522	$423K	0.0%	$143.54	+7.0%	COM	426281101
HAL	HALLIBURTON CO	17,706	$403K	0.0%	$18.81	+15.8%	COM	406216101
KC	KINGSOFT CLOUD HLDGS LTD	25,140	$397K	0.0%	$39.32	—	ADS	49639K101
MOMO	HELLO GROUP INC	39,348	$355K	0.0%	$10.58	—	ADS	423403104
MPT	MEDICAL PPTYS TRUST INC	13,762	$323K	0.0%	$20.22	—	COM	58463J304
IQ	IQIYI INC	66,034	$310K	0.0%	$16.42	—	SPONSORED ADS	46267X108
ROL	ROLLINS INC	8,775	$295K	0.0%	$33.68	-1.5%	COM	775711104
BVN	COMPANIA DE MINAS BUENAVENTU	34,200	$251K	0.0%	$9.49	—	SPONSORED ADR	204448104
NOAH	NOAH HLDGS LTD	7,600	$232K	0.0%	$44.40	—	SPON ADS CL A	65487X102
COIN	COINBASE GLOBAL INC	690	$177K	0.0%	$290.76	0.0%	COM CL A	19260Q107
—	AVALARA INC	1,298	$173K	0.0%	$141.19	—	COM	05338G106
BZUN	BAOZUN INC	10,303	$143K	0.0%	$38.14	—	SPONSORED ADR	06684L103
AFG	AMERICAN FINL GROUP INC OHIO	976	$134K	0.0%	$61.35	+59.4%	COM	025932104
GL	GLOBE LIFE INC	1,164	$110K	0.0%	$92.04	-2.9%	COM	37959E102
SOFI	SOFI TECHNOLOGIES INC	6,744	$108K	0.0%	$18.35	0.0%	COM	83406F102
VNET	VNET GROUP INC	10,920	$98,062	0.0%	$32.30	—	SPONSORED ADS A	90138A103
FDS	FACTSET RESH SYS INC	185	$89,677	0.0%	$317.27	+35.9%	COM	303075105
SEIC	SEI INVTS CO	1,298	$79,606	0.0%	$54.84	+6.5%	COM	784117103
GOTU	GAOTU TECHEDU INC	13,000	$24,570	0.0%	$33.88	—	SPONSORED ADS	36257Y109
RPM	RPM INTL INC	213	$21,285	0.0%	$84.21	+8.1%	COM	749685103
ONL	ORION OFFICE REIT INC	731	$13,633	0.0%	$18.65	—	COM	68629Y103