Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MSFT	MICROSOFT CORP	9,445,507	$2.912B	5.4%	$226.73	+28.5%	COM	594918104
AAPL	APPLE INC	12,982,276	$2.267B	4.2%	$125.06	+31.8%	COM	037833100
NVDA	NVIDIA CORPORATION	6,619,630	$1.806B	3.3%	$19.24	+30.1%	COM	67066G104
ADBE	ADOBE SYSTEMS INCORPORATED	3,042,580	$1.386B	2.6%	$491.95	-2.2%	COM	00724F101
AMZN	AMAZON COM INC	423,585	$1.381B	2.6%	$159.54	-3.1%	COM	023135106
GOOGL	ALPHABET INC	487,548	$1.356B	2.5%	$99.79	+35.1%	CAP STK CL A	02079K305
GOOG	ALPHABET INC	484,801	$1.354B	2.5%	$100.48	+34.3%	CAP STK CL C	02079K107
AVGO	BROADCOM INC	1,890,444	$1.19B	2.2%	$46.33	+18.9%	COM	11135F101
—	VMWARE INC	8,280,051	$943M	1.7%	$144.71	—	CL A COM	928563402
CSCO	CISCO SYS INC	13,806,353	$770M	1.4%	$43.73	+15.0%	COM	17275R102
UNH	UNITEDHEALTH GROUP INC	1,430,257	$729M	1.4%	$319.66	+41.1%	COM	91324P102
JPM	JPMORGAN CHASE & CO	5,149,907	$702M	1.3%	$128.49	+4.0%	COM	46625H100
TMO	THERMO FISHER SCIENTIFIC INC	1,186,082	$701M	1.3%	$470.34	+20.8%	COM	883556102
PLD	PROLOGIS INC.	4,172,645	$674M	1.2%	$88.90	+52.4%	COM	74340W103
PYPL	PAYPAL HLDGS INC	5,472,904	$633M	1.2%	$246.33	-46.1%	COM	70450Y103
BRK/B	BERKSHIRE HATHAWAY INC DEL	1,791,552	$632M	1.2%	$254.60	+27.0%	CL B NEW	084670702
CNC	CENTENE CORP DEL	7,164,355	$603M	1.1%	$63.85	+28.5%	COM	15135B101
SNPS	SYNOPSYS INC	1,808,312	$603M	1.1%	$253.95	+22.9%	COM	871607107
KEYS	KEYSIGHT TECHNOLOGIES INC	3,659,385	$578M	1.1%	$143.06	+16.4%	COM	49338L103
SPGI	S&P GLOBAL INC	1,358,946	$557M	1.0%	$332.83	+18.4%	COM	78409V104
NOW	SERVICENOW INC	996,117	$555M	1.0%	$105.24	+6.5%	COM	81762P102
SEDG	SOLAREDGE TECHNOLOGIES INC	1,688,856	$544M	1.0%	$301.07	-8.8%	COM	83417M104
BRK/A	BERKSHIRE HATHAWAY INC DEL	1,023	$541M	1.0%	$366657.40	+32.4%	CL A	084670108
AMAT	APPLIED MATLS INC	3,975,024	$524M	1.0%	$123.65	+7.5%	COM	038222105
GPN	GLOBAL PMTS INC	3,826,735	$524M	1.0%	$168.80	-20.3%	COM	37940X102
MA	MASTERCARD INCORPORATED	1,261,846	$451M	0.8%	$344.34	+2.1%	CL A	57636Q104
CI	CIGNA CORP NEW	1,720,297	$412M	0.8%	$203.45	+7.3%	COM	125523100
DHR	DANAHER CORPORATION	1,390,674	$408M	0.8%	$209.99	+17.0%	COM	235851102
MRK	MERCK & CO INC	4,937,417	$405M	0.8%	$63.25	+10.4%	COM	58933Y105
V	VISA INC	1,706,104	$378M	0.7%	$208.41	+0.8%	COM CL A	92826C839
PFE	PFIZER INC	6,784,377	$351M	0.7%	$31.61	+34.4%	COM	717081103
ABT	ABBOTT LABS	2,739,871	$324M	0.6%	$108.31	+6.5%	COM	002824100
MCK	MCKESSON CORP	1,046,570	$320M	0.6%	$194.61	+37.0%	COM	58155Q103
CDNS	CADENCE DESIGN SYSTEM INC	1,857,176	$305M	0.6%	$134.15	+14.4%	COM	127387108
—	SVB FINANCIAL GROUP	538,111	$301M	0.6%	$514.98	—	COM	78486Q101
META	META PLATFORMS INC	1,352,620	$301M	0.6%	$269.82	-8.0%	CL A	30303M102
FFIV	F5 INC	1,428,140	$298M	0.6%	$196.82	+6.6%	COM	315616102
ACN	ACCENTURE PLC IRELAND	880,992	$297M	0.6%	$258.87	+23.0%	SHS CLASS A	G1151C101
ECL	ECOLAB INC	1,565,431	$276M	0.5%	$196.70	-8.7%	COM	278865100
PANW	PALO ALTO NETWORKS INC	441,927	$275M	0.5%	$68.18	+31.3%	COM	697435105
—	ARISTA NETWORKS INC	1,948,604	$271M	0.5%	$186.58	—	COM	040413106
EQIX	EQUINIX INC	362,201	$269M	0.5%	$628.39	+5.8%	COM	29444U700
PG	PROCTER AND GAMBLE CO	1,698,258	$259M	0.5%	$117.65	+20.8%	COM	742718109
ENPH	ENPHASE ENERGY INC	1,203,723	$243M	0.5%	$171.55	-8.4%	COM	29355A107
HD	HOME DEPOT INC	777,931	$233M	0.4%	$244.44	+28.5%	COM	437076102
CL	COLGATE PALMOLIVE CO	3,045,100	$231M	0.4%	$70.29	+2.9%	COM	194162103
ADI	ANALOG DEVICES INC	1,372,773	$227M	0.4%	$158.15	-4.4%	COM	032654105
VZ	VERIZON COMMUNICATIONS INC	4,356,270	$222M	0.4%	$42.29	-1.9%	COM	92343V104
TSLA	TESLA INC	198,803	$214M	0.4%	$251.89	+23.7%	COM	88160R101
CRM	SALESFORCE COM INC	996,872	$212M	0.4%	$223.05	-4.7%	COM	79466L302
KLAC	KLA CORP	570,879	$209M	0.4%	$299.94	+19.7%	COM NEW	482480100
WMT	WALMART INC	1,372,798	$204M	0.4%	$45.06	-1.0%	COM	931142103
ON	ON SEMICONDUCTOR CORP	3,154,050	$197M	0.4%	$38.38	+58.9%	COM	682189105
TER	TERADYNE INC	1,664,714	$197M	0.4%	$123.74	+0.7%	COM	880770102
LLY	LILLY ELI & CO	684,891	$196M	0.4%	$186.73	+33.1%	COM	532457108
VEEV	VEEVA SYS INC	916,730	$195M	0.4%	$245.35	-11.6%	CL A COM	922475108
NSC	NORFOLK SOUTHN CORP	680,827	$194M	0.4%	$233.72	+8.2%	COM	655844108
AMD	ADVANCED MICRO DEVICES INC	1,762,075	$193M	0.4%	$115.30	+3.5%	COM	007903107
DIS	DISNEY WALT CO	1,399,688	$192M	0.4%	$180.17	-21.6%	COM	254687106
GS	GOLDMAN SACHS GROUP INC	577,075	$190M	0.4%	$280.52	+14.0%	COM	38141G104
DG	DOLLAR GEN CORP NEW	851,055	$189M	0.4%	$185.50	+7.2%	COM	256677105
BAC	BK OF AMERICA CORP	4,540,357	$187M	0.3%	$30.64	+33.2%	COM	060505104
ABBV	ABBVIE INC	1,134,615	$184M	0.3%	$91.05	+38.8%	COM	00287Y109
EW	EDWARDS LIFESCIENCES CORP	1,556,392	$183M	0.3%	$84.54	+32.7%	COM	28176E108
VRTX	VERTEX PHARMACEUTICALS INC	688,688	$180M	0.3%	$217.61	+9.1%	COM	92532F100
POOL	POOL CORP	409,500	$173M	0.3%	$367.78	+20.6%	COM	73278L105
PEP	PEPSICO INC	1,030,320	$172M	0.3%	$118.66	+25.1%	COM	713448108
NXPI	NXP SEMICONDUCTORS N V	911,195	$169M	0.3%	$172.64	+5.9%	COM	N6596X109
TGT	TARGET CORP	794,008	$169M	0.3%	$163.21	+17.2%	COM	87612E106
IBM	INTERNATIONAL BUSINESS MACHS	1,292,726	$168M	0.3%	$98.68	+13.6%	COM	459200101
C	CITIGROUP INC	3,075,426	$164M	0.3%	$56.18	-4.8%	COM NEW	172967424
ROK	ROCKWELL AUTOMATION INC	579,402	$162M	0.3%	$243.47	+10.2%	COM	773903109
—	LAM RESEARCH CORP	297,484	$160M	0.3%	$594.56	—	COM	512807108
ETN	EATON CORP PLC	1,052,496	$160M	0.3%	$118.94	+23.9%	SHS	G29183103
RHI	ROBERT HALF INTL INC	1,396,764	$159M	0.3%	$72.50	+59.1%	COM	770323103
SBUX	STARBUCKS CORP	1,693,918	$154M	0.3%	$94.12	-8.7%	COM	855244109
SYY	SYSCO CORP	1,882,498	$154M	0.3%	$68.63	+5.8%	COM	871829107
HOLX	HOLOGIC INC	1,991,794	$153M	0.3%	$71.85	+0.1%	COM	436440101
TWLO	TWILIO INC	911,837	$150M	0.3%	$254.81	-28.5%	CL A	90138F102
BMY	BRISTOL-MYERS SQUIBB CO	2,046,725	$149M	0.3%	$51.31	+10.8%	COM	110122108
TT	TRANE TECHNOLOGIES PLC	972,684	$149M	0.3%	$145.48	+7.1%	SHS	G8994E103
AMT	AMERICAN TOWER CORP NEW	590,361	$148M	0.3%	$196.51	+9.3%	COM	03027X100
—	COOPER COS INC	354,990	$148M	0.3%	$388.16	—	COM NEW	216648402
AZN	ASTRAZENECA PLC	2,201,037	$146M	0.3%	$60.06	—	SPONSORED ADR	046353108
JNJ	JOHNSON & JOHNSON	788,673	$140M	0.3%	$141.91	+7.0%	COM	478160104
INTC	INTEL CORP	2,742,329	$136M	0.3%	$54.08	-14.6%	COM	458140100
GNRC	GENERAC HLDGS INC	455,362	$135M	0.3%	$301.49	-0.5%	COM	368736104
—	LINDE PLC	423,686	$135M	0.3%	$286.92	—	SHS	G5494J103
AMN	AMN HEALTHCARE SVCS INC	1,267,300	$132M	0.2%	$75.22	+38.0%	COM	001744101
HSIC	HENRY SCHEIN INC	1,475,656	$129M	0.2%	$67.66	+20.4%	COM	806407102
DT	DYNATRACE INC	2,711,062	$128M	0.2%	$50.11	-6.0%	COM NEW	268150109
TSM	TAIWAN SEMICONDUCTOR MFG LTD	1,202,694	$125M	0.2%	$118.31	—	SPONSORED ADS	874039100
AMGN	AMGEN INC	508,136	$123M	0.2%	$204.60	-0.6%	COM	031162100
JLL	JONES LANG LASALLE INC	506,182	$121M	0.2%	$162.97	+49.5%	COM	48020Q107
—	ANSYS INC	380,798	$121M	0.2%	$354.16	—	COM	03662Q105
UCTT	ULTRA CLEAN HLDGS INC	2,850,000	$121M	0.2%	$46.29	+3.4%	COM	90385V107
FIS	FIDELITY NATL INFORMATION SV	1,200,393	$121M	0.2%	$121.12	-21.7%	COM	31620M106
ORCL	ORACLE CORP	1,450,502	$120M	0.2%	$60.95	+26.3%	COM	68389X105
EXC	EXELON CORP	2,498,101	$119M	0.2%	$26.75	+37.7%	COM	30161N101
QCOM	QUALCOMM INC	763,856	$117M	0.2%	$136.66	+12.4%	COM	747525103
AON	AON PLC	348,784	$114M	0.2%	$212.41	+33.1%	SHS CL A	G0403H108
ISRG	INTUITIVE SURGICAL INC	373,007	$113M	0.2%	$306.92	-4.8%	COM NEW	46120E602
HASI	HANNON ARMSTRONG SUST INFR C	2,350,565	$111M	0.2%	$43.76	-18.1%	COM	41068X100
VFC	V F CORP	1,929,409	$110M	0.2%	$80.19	-22.7%	COM	918204108
INVH	INVITATION HOMES INC	2,719,912	$109M	0.2%	$25.80	+39.1%	COM	46187W107
ALL	ALLSTATE CORP	788,516	$109M	0.2%	$99.82	+14.5%	COM	020002101
WSO	WATSCO INC	353,100	$108M	0.2%	$256.07	+11.4%	COM	942622200
GILD	GILEAD SCIENCES INC	1,807,046	$107M	0.2%	$53.36	+3.4%	COM	375558103
ESTC	ELASTIC N V	1,201,344	$107M	0.2%	$134.90	-33.7%	ORD SHS	N14506104
DLR	DIGITAL RLTY TR INC	747,475	$106M	0.2%	$116.48	+7.7%	COM	253868103
—	APTIV PLC	878,354	$105M	0.2%	$139.46	—	SHS	G6095L109
COP	CONOCOPHILLIPS	1,030,308	$103M	0.2%	$44.34	+79.7%	COM	20825C104
CBRE	CBRE GROUP INC	1,115,290	$102M	0.2%	$71.04	+37.2%	CL A	12504L109
IFF	INTERNATIONAL FLAVORS&FRAGRA	774,641	$102M	0.2%	$113.86	+4.4%	COM	459506101
CRWD	CROWDSTRIKE HLDGS INC	446,829	$101M	0.2%	$196.84	-5.3%	CL A	22788C105
NKE	NIKE INC	749,844	$101M	0.2%	$130.82	+0.9%	CL B	654106103
CMCSA	COMCAST CORP NEW	2,148,437	$101M	0.2%	$46.82	-8.5%	CL A	20030N101
HAS	HASBRO INC	1,208,327	$98.99M	0.2%	$79.03	+0.4%	COM	418056107
CVS	CVS HEALTH CORP	955,108	$96.67M	0.2%	$63.51	+44.9%	COM	126650100
STX	SEAGATE TECHNOLOGY HLDNGS PL	1,074,762	$96.62M	0.2%	$77.58	+15.8%	ORD SHS	G7997R103
NFLX	NETFLIX INC	257,531	$96.47M	0.2%	$52.66	-20.9%	COM	64110L106
—	BLACKROCK INC	126,077	$96.34M	0.2%	$753.96	—	COM	09247X101
MSCI	MSCI INC	190,487	$95.79M	0.2%	$399.51	+24.3%	COM	55354G100
ODFL	OLD DOMINION FREIGHT LINE IN	309,667	$92.49M	0.2%	$104.81	+45.5%	COM	679580100
MRVL	MARVELL TECHNOLOGY INC	1,281,019	$91.86M	0.2%	$47.96	+47.8%	COM	573874104
AXP	AMERICAN EXPRESS CO	479,054	$89.58M	0.2%	$124.36	+38.1%	COM	025816109
EA	ELECTRONIC ARTS INC	705,155	$89.21M	0.2%	$135.36	-5.9%	COM	285512109
BBY	BEST BUY INC	970,660	$88.23M	0.2%	$90.56	-9.2%	COM	086516101
LEN	LENNAR CORP	1,085,554	$88.11M	0.2%	$82.02	+3.6%	CL A	526057104
MET	METLIFE INC	1,239,289	$87.1M	0.2%	$48.04	+25.1%	COM	59156R108
SSNC	SS&C TECHNOLOGIES HLDGS INC	1,109,616	$83.24M	0.2%	$67.54	+15.7%	COM	78467J100
HALO	HALOZYME THERAPEUTICS INC	2,007,494	$80.06M	0.1%	$42.26	-15.7%	COM	40637H109
BKNG	BOOKING HOLDINGS INC	33,951	$79.73M	0.1%	$2189.49	+5.0%	COM	09857L108
TTWO	TAKE-TWO INTERACTIVE SOFTWAR	518,462	$79.71M	0.1%	$189.49	-15.6%	COM	874054109
FCX	FREEPORT-MCMORAN INC	1,588,852	$79.03M	0.1%	$33.33	+25.5%	CL B	35671D857
ICHR	ICHOR HOLDINGS	2,209,600	$78.71M	0.1%	$42.39	-8.1%	SHS	G4740B105
—	CYBERARK SOFTWARE LTD	457,600	$77.22M	0.1%	$129.34	—	SHS	M2682V108
DE	DEERE & CO	185,845	$77.21M	0.1%	$307.48	+18.1%	COM	244199105
MCD	MCDONALDS CORP	310,251	$76.72M	0.1%	$191.26	+19.1%	COM	580135101
ILMN	ILLUMINA INC	215,655	$75.35M	0.1%	$401.19	-15.8%	COM	452327109
UTHR	UNITED THERAPEUTICS CORP DEL	419,218	$75.21M	0.1%	$167.08	+14.0%	COM	91307C102
KO	COCA COLA CO	1,181,120	$73.23M	0.1%	$43.63	+23.9%	COM	191216100
MDLZ	MONDELEZ INTL INC	1,160,920	$72.88M	0.1%	$50.18	+16.9%	CL A	609207105
ALNY	ALNYLAM PHARMACEUTICALS INC	438,356	$71.58M	0.1%	$158.17	-3.7%	COM	02043Q107
LOW	LOWES COS INC	345,681	$69.89M	0.1%	$156.97	+35.9%	COM	548661107
—	HORIZON THERAPEUTICS PUB L	658,494	$69.28M	0.1%	$92.49	—	SHS	G46188101
XYL	XYLEM INC	803,378	$68.5M	0.1%	$97.47	-6.2%	COM	98419M100
MOH	MOLINA HEALTHCARE INC	199,480	$66.54M	0.1%	$222.99	+38.0%	COM	60855R100
IBP	INSTALLED BLDG PRODS INC	787,100	$66.5M	0.1%	$105.35	-6.4%	COM	45780R101
GEN	NORTONLIFELOCK INC	2,505,119	$66.44M	0.1%	$19.22	+31.8%	COM	668771108
T	AT&T INC	2,811,408	$66.43M	0.1%	$15.62	-4.5%	COM	00206R102
COST	COSTCO WHSL CORP NEW	115,188	$66.33M	0.1%	$330.32	+51.6%	COM	22160K105
MDT	MEDTRONIC PLC	593,104	$65.8M	0.1%	$101.70	-7.9%	SHS	G5960L103
TNL	TRAVEL PLUS LEISURE CO	1,130,176	$65.48M	0.1%	$45.04	+6.2%	COM	894164102
—	ACTIVISION BLIZZARD INC	817,095	$65.46M	0.1%	$91.32	—	COM	00507V109
NDAQ	NASDAQ INC	364,466	$64.95M	0.1%	$46.29	+20.9%	COM	631103108
CAT	CATERPILLAR INC	291,124	$64.87M	0.1%	$189.09	+3.4%	COM	149123101
—	SMARTSHEET INC	1,170,000	$64.09M	0.1%	$61.39	—	COM CL A	83200N103
APG	API GROUP CORP	3,010,460	$63.31M	0.1%	$12.84	+14.2%	COM STK	00187Y100
AMP	AMERIPRISE FINL INC	210,649	$63.27M	0.1%	$200.84	+42.2%	COM	03076C106
SPOT	SPOTIFY TECHNOLOGY S A	414,574	$62.61M	0.1%	$227.49	-25.0%	SHS	L8681T102
INTU	INTUIT	129,524	$62.28M	0.1%	$375.45	+33.0%	COM	461202103
CTVA	CORTEVA INC	1,078,510	$61.99M	0.1%	$45.35	+8.0%	COM	22052L104
MS	MORGAN STANLEY	705,215	$61.64M	0.1%	$66.12	+28.0%	COM NEW	617446448
RPD	RAPID7 INC	550,000	$61.18M	0.1%	$86.46	+16.2%	COM	753422104
WY	WEYERHAEUSER CO MTN BE	1,612,384	$61.11M	0.1%	$28.79	+18.5%	COM NEW	962166104
ELV	ANTHEM INC	124,391	$61.1M	0.1%	$314.14	+37.7%	COM	036752103
CCI	CROWN CASTLE INTL CORP NEW	324,673	$59.93M	0.1%	$131.06	+11.2%	COM	22822V101
EL	LAUDER ESTEE COS INC	218,276	$59.44M	0.1%	$273.68	+3.1%	CL A	518439104
IVZ	INVESCO LTD	2,559,983	$59.03M	0.1%	$18.28	+1.5%	SHS	G491BT108
EXAS	EXACT SCIENCES CORP	837,948	$58.59M	0.1%	$132.48	-44.8%	COM	30063P105
VRSK	VERISK ANALYTICS INC	270,209	$57.99M	0.1%	$186.18	+3.2%	COM	92345Y106
PNC	PNC FINL SVCS GROUP INC	313,598	$57.84M	0.1%	$139.17	+25.1%	COM	693475105
ITUB	ITAU UNIBANCO HLDG S A	10,000,000	$57.1M	0.1%	$4.96	—	SPON ADR REP PFD	465562106
CEG	CONSTELLATION ENERGY CORP	996,967	$56.08M	0.1%	$47.25	0.0%	COM	21037T109
ZM	ZOOM VIDEO COMMUNICATIONS IN	477,677	$56M	0.1%	$149.51	-9.0%	CL A	98980L101
MIR	MIRION TECHNOLOGIES INC	6,911,302	$55.77M	0.1%	$10.41	-17.2%	COM CL A	60471A101
CHKP	CHECK POINT SOFTWARE TECH LT	401,308	$55.48M	0.1%	$120.48	+8.4%	ORD	M22465104
PLUG	PLUG POWER INC	1,878,808	$53.75M	0.1%	$40.73	-41.5%	COM NEW	72919P202
ORLY	OREILLY AUTOMOTIVE INC	78,312	$53.64M	0.1%	$30.98	+44.2%	COM	67103H107
F	FORD MTR CO DEL	3,156,459	$53.38M	0.1%	$8.93	+62.9%	COM	345370860
UPS	UNITED PARCEL SERVICE INC	246,466	$52.86M	0.1%	$131.98	+34.2%	CL B	911312106
HCA	HCA HEALTHCARE INC	206,222	$51.68M	0.1%	$168.96	+43.6%	COM	40412C101
EMR	EMERSON ELEC CO	523,438	$51.32M	0.1%	$78.65	+11.2%	COM	291011104
MRSH	MARSH & MCLENNAN COS INC	301,028	$51.3M	0.1%	$109.78	+35.4%	COM	571748102
BXP	BOSTON PROPERTIES INC	397,632	$51.22M	0.1%	$78.02	+24.8%	COM	101121101
PRU	PRUDENTIAL FINL INC	432,765	$51.14M	0.1%	$68.26	+37.9%	COM	744320102
CB	CHUBB LIMITED	238,322	$50.98M	0.1%	$150.25	+28.4%	COM	H1467J104
—	ATLASSIAN CORP PLC	170,018	$49.96M	0.1%	$210.76	—	CL A	G06242104
MAA	MID-AMER APT CMNTYS INC	235,524	$49.33M	0.1%	$115.20	+57.6%	COM	59522J103
CTSH	COGNIZANT TECHNOLOGY SOLUTIO	536,098	$48.07M	0.1%	$71.61	+15.2%	CL A	192446102
THO	THOR INDS INC	600,000	$47.22M	0.1%	$107.75	-21.6%	COM	885160101
ADP	AUTOMATIC DATA PROCESSING IN	207,293	$47.17M	0.1%	$156.66	+25.7%	COM	053015103
WSC	WILLSCOT MOBIL MINI HLDNG CO	1,191,800	$46.64M	0.1%	$26.26	+43.2%	COM CL A	971378104
ULTA	ULTA BEAUTY INC	116,779	$46.5M	0.1%	$365.87	+2.9%	COM	90384S303
ZTS	ZOETIS INC	244,061	$46.03M	0.1%	$153.67	+23.8%	CL A	98978V103
FRCB	FIRST REP BK SAN FRANCISCO C	281,688	$45.66M	0.1%	$164.89	+5.0%	COM	33616C100
INCY	INCYTE CORP	572,492	$45.47M	0.1%	$85.06	-14.5%	COM	45337C102
—	JUNIPER NETWORKS INC	1,213,552	$45.1M	0.1%	$25.33	—	COM	48203R104
PHM	PULTE GROUP INC	1,069,428	$44.81M	0.1%	$44.49	+7.5%	COM	745867101
ZD	ZIFF DAVIS INC	460,900	$44.61M	0.1%	$98.39	+4.2%	COM	48123V102
LITE	LUMENTUM HLDGS INC	450,000	$43.92M	0.1%	$92.00	+6.3%	COM	55024U109
URI	UNITED RENTALS INC	123,321	$43.8M	0.1%	$294.69	+7.3%	COM	911363109
TFC	TRUIST FINL CORP	769,457	$43.63M	0.1%	$43.76	+15.7%	COM	89832Q109
TSEM	TOWER SEMICONDUCTOR LTD	899,800	$43.55M	0.1%	$29.39	+43.6%	SHS NEW	M87915274
UNP	UNION PAC CORP	156,866	$42.86M	0.1%	$188.09	+22.6%	COM	907818108
AZREF	AZURE PWR GLOBAL LTD	2,569,645	$42.76M	0.1%	$24.59	-32.8%	SHS	V0393H103
—	WALGREENS BOOTS ALLIANCE INC	949,854	$42.52M	0.1%	$54.90	—	COM	931427108
WMS	ADVANCED DRAIN SYS INC DEL	356,346	$42.34M	0.1%	$98.83	+17.9%	COM	00790R104
CPRI	CAPRI HOLDINGS LIMITED	822,294	$42.26M	0.1%	$47.10	+27.2%	SHS	G1890L107
TJX	TJX COS INC NEW	697,420	$42.25M	0.1%	$62.60	+1.0%	COM	872540109
EXPE	EXPEDIA GROUP INC	215,761	$42.22M	0.1%	$155.83	+19.1%	COM NEW	30212P303
SCI	SERVICE CORP INTL	639,120	$42.07M	0.1%	$50.56	+24.6%	COM	817565104
FTNT	FORTINET INC	122,825	$41.97M	0.1%	$33.53	+85.4%	COM	34959E109
MMM	3M CO	280,562	$41.77M	0.1%	$125.24	-8.5%	COM	88579Y101
NEE	NEXTERA ENERGY INC	491,944	$41.67M	0.1%	$70.40	+2.4%	COM	65339F101
IONS	IONIS PHARMACEUTICALS INC	1,117,339	$41.39M	0.1%	$55.77	-41.3%	COM	462222100
IR	INGERSOLL RAND INC	815,714	$41.07M	0.1%	$49.10	+8.6%	COM	45687V106
SHW	SHERWIN WILLIAMS CO	164,121	$40.97M	0.1%	$262.80	+1.4%	COM	824348106
IAC	IAC INTERACTIVECORP NEW	403,878	$40.5M	0.1%	$128.89	-24.6%	COM NEW	44891N208
KIM	KIMCO RLTY CORP	1,633,799	$40.35M	0.1%	$14.28	+41.1%	COM	49446R109
SCHW	SCHWAB CHARLES CORP	468,154	$39.47M	0.1%	$57.59	+44.8%	COM	808513105
CME	CME GROUP INC	164,979	$39.24M	0.1%	$168.72	+19.0%	COM	12572Q105
ES	EVERSOURCE ENERGY	444,266	$39.18M	0.1%	$70.30	+3.6%	COM	30040W108
NEM	NEWMONT CORP	491,196	$39.03M	0.1%	$52.81	+13.7%	COM	651639106
BMRN	BIOMARIN PHARMACEUTICAL INC	504,458	$38.89M	0.1%	$81.40	+2.8%	COM	09061G101
MOS	MOSAIC CO NEW	582,800	$38.76M	0.1%	$27.09	+67.8%	COM	61945C103
ALGN	ALIGN TECHNOLOGY INC	88,021	$38.38M	0.1%	$516.36	-5.7%	COM	016255101
BIIB	BIOGEN INC	182,129	$38.36M	0.1%	$270.40	-19.6%	COM	09062X103
ELS	EQUITY LIFESTYLE PPTYS INC	492,469	$37.66M	0.1%	$66.41	—	COM	29472R108
WFC	WELLS FARGO CO NEW	768,863	$37.26M	0.1%	$44.41	+9.2%	COM	949746101
SXT	SENSIENT TECHNOLOGIES CORP	440,000	$36.94M	0.1%	$84.73	-0.6%	COM	81725T100
SNAP	SNAP INC	1,025,235	$36.9M	0.1%	$56.27	-35.7%	CL A	83304A106
ADM	ARCHER DANIELS MIDLAND CO	408,048	$36.83M	0.1%	$48.21	+44.4%	COM	039483102
CAH	CARDINAL HEALTH INC	649,098	$36.8M	0.1%	$48.93	+0.5%	COM	14149Y108
GIS	GENERAL MLS INC	541,266	$36.65M	0.1%	$49.00	+19.9%	COM	370334104
DAR	DARLING INGREDIENTS INC	447,216	$35.95M	0.1%	$68.76	+1.3%	COM	237266101
MU	MICRON TECHNOLOGY INC	461,286	$35.93M	0.1%	$82.72	+0.8%	COM	595112103
OC	OWENS CORNING NEW	385,740	$35.3M	0.1%	$88.68	+3.6%	COM	690742101
—	FOCUS FINL PARTNERS INC	766,000	$35.04M	0.1%	$42.06	—	COM CL A	34417P100
XYZ	BLOCK INC	254,585	$34.52M	0.1%	$204.15	-40.7%	CL A	852234103
GXO	GXO LOGISTICS INCORPORATED	480,000	$34.24M	0.1%	$89.11	-10.3%	COMMON STOCK	36262G101
USB	US BANCORP DEL	642,740	$34.16M	0.1%	$45.75	+4.6%	COM NEW	902973304
ROP	ROPER TECHNOLOGIES INC	72,117	$34.06M	0.1%	$389.73	+12.7%	COM	776696106
SLAB	SILICON LABORATORIES INC	225,000	$33.8M	0.1%	$159.80	0.0%	COM	826919102
AIG	AMERICAN INTL GROUP INC	537,424	$33.73M	0.1%	$41.45	+32.8%	COM NEW	026874784
EBAY	EBAY INC.	586,680	$33.59M	0.1%	$55.17	-2.1%	COM	278642103
CSX	CSX CORP	894,973	$33.52M	0.1%	$30.13	+11.1%	COM	126408103
PPG	PPG INDS INC	254,245	$33.32M	0.1%	$130.10	+2.9%	COM	693506107
BDX	BECTON DICKINSON & CO	124,174	$33.03M	0.1%	$225.96	+6.7%	COM	075887109
SLB	SCHLUMBERGER LTD	797,166	$32.93M	0.1%	$24.02	+49.4%	COM STK	806857108
KNX	KNIGHT-SWIFT TRANSN HLDGS IN	650,759	$32.84M	0.1%	$48.15	+9.3%	CL A	499049104
LIVN	LIVANOVA PLC	400,000	$32.73M	0.1%	$71.75	+8.4%	SHS	G5509L101
SRE	SEMPRA	191,406	$32.18M	0.1%	$55.96	+13.3%	COM	816851109
—	HESS CORP	298,714	$31.97M	0.1%	$79.05	—	COM	42809H107
NDSN	NORDSON CORP	140,000	$31.79M	0.1%	$219.41	-0.1%	COM	655663102
UBER	UBER TECHNOLOGIES INC	883,645	$31.53M	0.1%	$52.15	-31.1%	COM	90353T100
PCTY	PAYLOCITY HLDG CORP	153,000	$31.48M	0.1%	$195.11	+3.7%	COM	70438V106
TYL	TYLER TECHNOLOGIES INC	70,000	$31.14M	0.1%	$517.68	-13.2%	COM	902252105
HSY	HERSHEY CO	143,340	$31.05M	0.1%	$135.34	+36.2%	COM	427866108
CMI	CUMMINS INC	149,369	$30.64M	0.1%	$220.30	-10.7%	COM	231021106
IQV	IQVIA HLDGS INC	131,957	$30.51M	0.1%	$200.15	+18.3%	COM	46266C105
MCO	MOODYS CORP	89,935	$30.34M	0.1%	$284.03	+14.5%	COM	615369105
ADSK	AUTODESK INC	140,162	$30.04M	0.1%	$288.82	-20.2%	COM	052769106
KHC	KRAFT HEINZ CO	762,633	$30.04M	0.1%	$28.73	+8.0%	COM	500754106
ARE	ALEXANDRIA REAL ESTATE EQ IN	149,218	$30.03M	0.1%	$142.76	+13.9%	COM	015271109
ED	CONSOLIDATED EDISON INC	313,888	$29.72M	0.1%	$63.35	+19.3%	COM	209115104
—	PGT INNOVATIONS INC	1,650,000	$29.67M	0.1%	$23.58	—	COM	69336V101
HLT	HILTON WORLDWIDE HLDGS INC	194,849	$29.57M	0.1%	$120.41	+20.9%	COM	43300A203
HPE	HEWLETT PACKARD ENTERPRISE C	1,753,100	$29.29M	0.1%	$12.05	+24.1%	COM	42824C109
CMG	CHIPOTLE MEXICAN GRILL INC	18,502	$29.27M	0.1%	$28.91	+4.2%	COM	169656105
STLD	STEEL DYNAMICS INC	349,980	$29.2M	0.1%	$46.72	+35.8%	COM	858119100
WELL	WELLTOWER INC	294,734	$28.34M	0.1%	$59.21	+32.9%	COM	95040Q104
MELI	MERCADOLIBRE INC	23,653	$28.13M	0.1%	$1698.52	-35.9%	COM	58733R102
—	PINNACLE FINL PARTNERS INC	300,000	$27.62M	0.1%	$91.04	—	COM	72346Q104
TXN	TEXAS INSTRS INC	150,283	$27.57M	0.1%	$151.36	+3.9%	COM	882508104
HRB	BLOCK H & R INC	1,057,398	$27.53M	0.1%	$16.05	+34.5%	COM	093671105
DXCM	DEXCOM INC	53,575	$27.41M	0.1%	$94.20	+16.1%	COM	252131107
Z	ZILLOW GROUP INC	546,519	$26.94M	0.0%	$59.15	-9.1%	CL C CAP STK	98954M200
SITE	SITEONE LANDSCAPE SUPPLY INC	165,000	$26.68M	0.0%	$178.19	+1.9%	COM	82982L103
JAZZ	JAZZ PHARMACEUTICALS PLC	171,093	$26.63M	0.0%	$162.74	-10.8%	SHS USD	G50871105
PGR	PROGRESSIVE CORP	228,504	$26.05M	0.0%	$81.37	+21.0%	COM	743315103
TMUS	T-MOBILE US INC	202,755	$26.02M	0.0%	$126.18	-8.8%	COM	872590104
PWR	QUANTA SVCS INC	196,806	$25.9M	0.0%	$107.80	+2.4%	COM	74762E102
HPQ	HP INC	710,235	$25.78M	0.0%	$23.33	+37.4%	COM	40434L105
KEY	KEYCORP	1,146,436	$25.66M	0.0%	$15.57	+30.4%	COM	493267108
A	AGILENT TECHNOLOGIES INC	190,893	$25.26M	0.0%	$119.66	+11.9%	COM	00846U101
LULU	LULULEMON ATHLETICA INC	68,775	$25.12M	0.0%	$328.28	-0.9%	COM	550021109
EQH	EQUITABLE HLDGS INC	811,533	$25.08M	0.0%	$25.56	+16.8%	COM	29452E101
EXEL	EXELIXIS INC	1,101,378	$24.97M	0.0%	$22.58	-13.5%	COM	30161Q104
SITM	SITIME CORP	100,000	$24.78M	0.0%	$216.79	0.0%	COM	82982T106
FDX	FEDEX CORP	106,822	$24.72M	0.0%	$234.19	-7.8%	COM	31428X106
BK	BANK NEW YORK MELLON CORP	495,242	$24.58M	0.0%	$38.28	+32.6%	COM	064058100
CRI	CARTERS INC	266,650	$24.53M	0.0%	$84.79	-6.8%	COM	146229109
REGN	REGENERON PHARMACEUTICALS	34,949	$24.41M	0.0%	$485.83	+29.5%	COM	75886F107
IT	GARTNER INC	81,972	$24.38M	0.0%	$242.76	+19.3%	COM	366651107
FROG	JFROG LTD	900,000	$24.25M	0.0%	$27.38	-7.6%	ORD SHS	M6191J100
AMRC	AMERESCO INC	303,782	$24.15M	0.0%	$56.63	+11.4%	CL A	02361E108
SBAC	SBA COMMUNICATIONS CORP NEW	69,977	$24.08M	0.0%	$247.72	+23.1%	CL A	78410G104
WDAY	WORKDAY INC	99,616	$23.85M	0.0%	$247.04	-3.5%	CL A	98138H101
ADSE	ADS TEC ENERGY PLC	2,750,000	$23.7M	0.0%	$9.08	-7.6%	SHS	G0085J117
BIO	BIO RAD LABS INC	42,074	$23.7M	0.0%	$596.01	+1.1%	CL A	090572207
PGNY	PROGYNY INC	460,000	$23.64M	0.0%	$55.62	-23.0%	COM	74340E103
BL	BLACKLINE INC	322,200	$23.59M	0.0%	$119.43	-32.3%	COM	09239B109
AZO	AUTOZONE INC	11,535	$23.58M	0.0%	$1299.89	+50.3%	COM	053332102
MKC	MCCORMICK & CO INC	235,399	$23.49M	0.0%	$80.32	+11.5%	COM NON VTG	579780206
—	LIFE STORAGE INC	166,000	$23.31M	0.0%	$96.68	—	COM	53223X107
KSS	KOHLS CORP	378,873	$22.91M	0.0%	$51.34	+10.0%	COM	500255104
—	SPLUNK INC	152,260	$22.63M	0.0%	$135.09	—	COM	848637104
VTR	VENTAS INC	361,635	$22.33M	0.0%	$43.25	+10.1%	COM	92276F100
CTAS	CINTAS CORP	51,719	$22M	0.0%	$81.53	+15.2%	COM	172908105
NSA	NATIONAL STORAGE AFFILIATES	350,000	$21.97M	0.0%	$44.80	—	COM SHS BEN IN	637870106
ALB	ALBEMARLE CORP	98,327	$21.75M	0.0%	$178.65	+12.4%	COM	012653101
KMB	KIMBERLY-CLARK CORP	176,482	$21.74M	0.0%	$110.88	+2.8%	COM	494368103
IDXX	IDEXX LABS INC	39,504	$21.61M	0.0%	$501.01	+5.0%	COM	45168D104
AFL	AFLAC INC	335,377	$21.59M	0.0%	$43.58	+31.5%	COM	001055102
CPRT	COPART INC	170,775	$21.43M	0.0%	$29.26	+8.5%	COM	217204106
DD	DUPONT DE NEMOURS INC	287,728	$21.17M	0.0%	$29.00	+3.7%	COM	26614N102
WM	WASTE MGMT INC DEL	132,800	$21.05M	0.0%	$115.11	+23.8%	COM	94106L109
MYRG	MYR GROUP INC DEL	223,500	$21.02M	0.0%	$95.17	0.0%	COM	55405W104
FAST	FASTENAL CO	352,588	$20.94M	0.0%	$21.29	+19.4%	COM	311900104
SWK	STANLEY BLACK & DECKER INC	148,835	$20.81M	0.0%	$157.79	-9.7%	COM	854502101
QTWO	Q2 HLDGS INC	336,400	$20.74M	0.0%	$122.87	-47.8%	COM	74736L109
XIFR	NEXTERA ENERGY PARTNERS LP	247,613	$20.64M	0.0%	$75.67	+1.6%	COM UNIT PART IN	65341B106
RMD	RESMED INC	84,010	$20.37M	0.0%	$192.34	+21.5%	COM	761152107
PFG	PRINCIPAL FINANCIAL GROUP IN	275,466	$20.22M	0.0%	$47.49	+32.5%	COM	74251V102
DLTR	DOLLAR TREE INC	125,751	$20.14M	0.0%	$108.03	+30.9%	COM	256746108
ROST	ROSS STORES INC	221,698	$20.05M	0.0%	$113.30	-19.6%	COM	778296103
CAG	CONAGRA BRANDS INC	597,015	$20.04M	0.0%	$28.11	+0.8%	COM	205887102
MTD	METTLER TOLEDO INTERNATIONAL	14,554	$19.99M	0.0%	$1158.97	+24.5%	COM	592688105
NUE	NUCOR CORP	134,212	$19.95M	0.0%	$56.08	+106.0%	COM	670346105
SJM	SMUCKER J M CO	146,940	$19.9M	0.0%	$102.32	+16.8%	COM NEW	832696405
CARR	CARRIER GLOBAL CORPORATION	433,096	$19.87M	0.0%	$36.44	+22.4%	COM	14448C104
RSVR	RESERVOIR MEDIA INC	2,000,000	$19.66M	0.0%	$8.79	-14.7%	COM	76119X105
BKR	BAKER HUGHES COMPANY	539,656	$19.65M	0.0%	$20.19	+37.1%	CL A	05722G100
TRV	TRAVELERS COMPANIES INC	106,544	$19.47M	0.0%	$133.15	+19.3%	COM	89417E109
DGX	QUEST DIAGNOSTICS INC	140,813	$19.27M	0.0%	$112.12	+15.2%	COM	74834L100
RPRX	ROYALTY PHARMA PLC	493,517	$19.23M	0.0%	$41.30	-4.9%	SHS CLASS A	G7709Q104
—	TE CONNECTIVITY LTD	146,604	$19.2M	0.0%	$129.35	—	SHS	H84989104
—	BABYLON HLDGS LTD	4,922,072	$19.15M	0.0%	$6.01	—	CL A SHS	G07031100
RNW	RENEW ENERGY GLOBAL PLC	2,328,300	$19.14M	0.0%	$8.24	-12.1%	CL A SHS	G7500M104
WPC	WP CAREY INC	236,497	$19.12M	0.0%	$71.56	—	COM	92936U109
OMC	OMNICOM GROUP INC	222,375	$18.88M	0.0%	$58.12	+20.7%	COM	681919106
GMED	GLOBUS MED INC	255,000	$18.81M	0.0%	$63.33	+9.8%	CL A	379577208
VRRM	VERRA MOBILITY CORP	1,147,000	$18.67M	0.0%	$14.00	+14.9%	COM	92511U102
KR	KROGER CO	324,349	$18.61M	0.0%	$36.22	+26.1%	COM	501044101
GM	GENERAL MTRS CO	421,045	$18.42M	0.0%	$53.02	-9.1%	COM	37045V100
BWA	BORGWARNER INC	467,735	$18.19M	0.0%	$36.83	-4.1%	COM	099724106
PAYC	PAYCOM SOFTWARE INC	51,737	$17.92M	0.0%	$372.21	-11.7%	COM	70432V102
ITW	ILLINOIS TOOL WKS INC	84,574	$17.71M	0.0%	$184.98	+10.1%	COM	452308109
RF	REGIONS FINANCIAL CORP NEW	789,872	$17.58M	0.0%	$16.30	+22.0%	COM	7591EP100
SWKS	SKYWORKS SOLUTIONS INC	131,856	$17.57M	0.0%	$153.60	-18.6%	COM	83088M102
FSLR	FIRST SOLAR INC	208,096	$17.43M	0.0%	$91.96	-16.7%	COM	336433107
EIX	EDISON INTL	245,251	$17.19M	0.0%	$49.09	+9.1%	COM	281020107
EQR	EQUITY RESIDENTIAL	190,022	$17.09M	0.0%	$55.05	+36.8%	SH BEN INT	29476L107
TRU	TRANSUNION	164,539	$17M	0.0%	$88.00	+12.8%	COM	89400J107
YUM	YUM BRANDS INC	143,278	$16.98M	0.0%	$99.28	+15.2%	COM	988498101
DHI	D R HORTON INC	227,360	$16.94M	0.0%	$81.51	+2.2%	COM	23331A109
—	KELLOGG CO	262,100	$16.9M	0.0%	$47.07	+11.7%	COM	487836108
HST	HOST HOTELS & RESORTS INC	868,617	$16.88M	0.0%	$12.99	+14.9%	COM	44107P104
FMC	FMC CORP	128,160	$16.86M	0.0%	$98.71	+3.8%	COM NEW	302491303
—	BUNGE LIMITED	151,858	$16.83M	0.0%	$79.64	—	COM	G16962105
SHLS	SHOALS TECHNOLOGIES GROUP IN	982,037	$16.73M	0.0%	$17.32	0.0%	CL A	82489W107
CUZ	COUSINS PPTYS INC	412,590	$16.62M	0.0%	$35.39	—	COM NEW	222795502
APD	AIR PRODS & CHEMS INC	66,340	$16.58M	0.0%	$248.93	-6.8%	COM	009158106
—	ASPEN TECHNOLOGY INC	98,928	$16.36M	0.0%	$139.47	—	COM	045327103
DOCU	DOCUSIGN INC	151,402	$16.22M	0.0%	$228.31	-49.7%	COM	256163106
NOMD	NOMAD FOODS LTD	714,300	$16.13M	0.0%	$24.30	0.0%	USD ORD SHS	G6564A105
LYV	LIVE NATION ENTERTAINMENT IN	137,030	$16.12M	0.0%	$92.99	+22.7%	COM	538034109
IRM	IRON MTN INC NEW	290,249	$16.08M	0.0%	$27.98	+46.3%	COM	46284V101
JCI	JOHNSON CTLS INTL PLC	245,036	$16.07M	0.0%	$50.33	+26.4%	SHS	G51502105
COR	AMERISOURCEBERGEN CORP	103,603	$16.03M	0.0%	$99.42	+37.0%	COM	03073E105
GPC	GENUINE PARTS CO	126,790	$15.98M	0.0%	$93.07	+24.8%	COM	372460105
—	LUFAX HOLDING LTD	2,864,687	$15.96M	0.0%	$5.72	—	ADS REP SHS CL A	54975P102
SPG	SIMON PPTY GROUP INC NEW	120,735	$15.88M	0.0%	$81.31	+40.8%	COM	828806109
AWK	AMERICAN WTR WKS CO INC NEW	94,373	$15.62M	0.0%	$140.60	+3.9%	COM	030420103
HUBS	HUBSPOT INC	32,852	$15.6M	0.0%	$442.31	+9.5%	COM	443573100
CCK	CROWN HLDGS INC	124,436	$15.57M	0.0%	$91.62	+23.6%	COM	228368106
AYI	ACUITY BRANDS INC	81,381	$15.41M	0.0%	$132.21	+43.8%	COM	00508Y102
GWW	GRAINGER W W INC	29,495	$15.21M	0.0%	$366.83	+29.1%	COM	384802104
WAB	WABTEC	157,795	$15.18M	0.0%	$76.59	+18.3%	COM	929740108
LUMN	LUMEN TECHNOLOGIES INC	1,338,355	$15.08M	0.0%	$10.95	-1.6%	COM	550241103
ZIP	ZIPRECRUITER INC	643,201	$14.78M	0.0%	$25.71	-15.7%	CL A	98980B103
WDC	WESTERN DIGITAL CORP.	296,068	$14.7M	0.0%	$46.67	-12.4%	COM	958102105
HUM	HUMANA INC	33,703	$14.67M	0.0%	$381.33	+5.5%	COM	444859102
SQM	SOCIEDAD QUIMICA Y MINERA DE	170,000	$14.55M	0.0%	$85.60	—	SPON ADR SER B	833635105
WTW	WILLIS TOWERS WATSON PLC LTD	60,187	$14.22M	0.0%	$207.97	+4.4%	SHS	G96629103
DELL	DELL TECHNOLOGIES INC	282,798	$14.19M	0.0%	$44.32	+15.5%	CL C	24703L202
FISV	FISERV INC	137,317	$13.92M	0.0%	$114.85	-11.9%	COM	337738108
HRL	HORMEL FOODS CORP	270,017	$13.92M	0.0%	$41.08	+5.6%	COM	440452100
ZBRA	ZEBRA TECHNOLOGIES CORPORATI	33,623	$13.91M	0.0%	$446.03	+3.0%	CL A	989207105
WAT	WATERS CORP	44,474	$13.8M	0.0%	$273.06	+19.2%	COM	941848103
AVTR	AVANTOR INC	400,000	$13.53M	0.0%	$28.87	+23.6%	COM	05352A100
CHD	CHURCH & DWIGHT CO INC	134,615	$13.38M	0.0%	$78.77	+20.8%	COM	171340102
WLDN	WILLDAN GROUP INC	435,600	$13.37M	0.0%	$41.99	-25.9%	COM	96924N100
GE	GENERAL ELECTRIC CO	145,879	$13.35M	0.0%	$62.95	-7.0%	COM NEW	369604301
DOC	HEALTHPEAK PROPERTIES INC	388,204	$13.33M	0.0%	$24.62	+9.5%	COM	42250P103
DRI	DARDEN RESTAURANTS INC	100,160	$13.32M	0.0%	$115.21	+5.5%	COM	237194105
RUN	SUNRUN INC	438,379	$13.31M	0.0%	$53.21	-47.6%	COM	86771W105
BSY	BENTLEY SYS INC	300,000	$13.25M	0.0%	$53.05	-26.2%	COM CL B	08265T208
TSN	TYSON FOODS INC	147,814	$13.25M	0.0%	$63.58	+26.4%	CL A	902494103
VNO	VORNADO RLTY TR	291,898	$13.23M	0.0%	$43.83	—	SH BEN INT	929042109
ETSY	ETSY INC	105,602	$13.12M	0.0%	$208.88	-28.8%	COM	29786A106
—	LABORATORY CORP AMER HLDGS	49,038	$12.93M	0.0%	$255.26	—	COM NEW	50540R409
ABNB	AIRBNB INC	75,160	$12.91M	0.0%	$157.63	+1.0%	COM CL A	009066101
XRAY	DENTSPLY SIRONA INC	261,963	$12.89M	0.0%	$58.00	-8.9%	COM	24906P109
—	CITRIX SYS INC	127,077	$12.82M	0.0%	$130.62	—	COM	177376100
BILL	BILL COM HLDGS INC	56,360	$12.78M	0.0%	$251.16	-17.0%	COM	090043100
LKQ	LKQ CORP	279,800	$12.71M	0.0%	$35.31	+30.8%	COM	501889208
PH	PARKER-HANNIFIN CORP	44,507	$12.63M	0.0%	$283.72	+0.9%	COM	701094104
REG	REGENCY CTRS CORP	176,186	$12.57M	0.0%	$42.71	+39.3%	COM	758849103
AGCO	AGCO CORP	85,334	$12.46M	0.0%	$112.85	-2.9%	COM	001084102
STT	STATE STR CORP	142,984	$12.46M	0.0%	$66.07	+22.6%	COM	857477103
—	INTERPUBLIC GROUP COS INC	350,799	$12.44M	0.0%	$25.52	+21.6%	COM	460690100
ARRY	ARRAY TECHNOLOGIES INC	1,086,830	$12.25M	0.0%	$19.94	-43.7%	COM SHS	04271T100
DOV	DOVER CORP	78,016	$12.24M	0.0%	$157.14	-0.7%	COM	260003108
OKTA	OKTA INC	80,908	$12.21M	0.0%	$244.18	-26.6%	CL A	679295105
TRMB	TRIMBLE INC	168,778	$12.18M	0.0%	$72.23	-1.4%	COM	896239100
MRNA	MODERNA INC	69,519	$11.98M	0.0%	$251.48	-33.1%	COM	60770K107
BSX	BOSTON SCIENTIFIC CORP	267,945	$11.87M	0.0%	$38.05	+13.9%	COM	101137107
MTN	VAIL RESORTS INC	45,590	$11.87M	0.0%	$283.78	-4.1%	COM	91879Q109
GGG	GRACO INC	170,016	$11.85M	0.0%	$72.46	-5.6%	COM	384109104
MAR	MARRIOTT INTL INC NEW	67,164	$11.8M	0.0%	$132.78	+20.7%	CL A	571903202
INMD	INMODE LTD	315,100	$11.63M	0.0%	$44.79	0.0%	SHS	M5425M103
GH	GUARDANT HEALTH INC	175,000	$11.59M	0.0%	$68.43	0.0%	COM	40131M109
PSNL	PERSONALIS INC	1,397,250	$11.44M	0.0%	$32.80	-68.4%	COM	71535D106
SNA	SNAP ON INC	55,179	$11.34M	0.0%	$178.97	+6.4%	COM	833034101
WU	WESTERN UN CO	603,470	$11.31M	0.0%	$24.66	—	COM	959802109
CHTR	CHARTER COMMUNICATIONS INC N	20,701	$11.29M	0.0%	$624.87	-6.1%	CL A	16119P108
—	SUNNOVA ENERGY INTL INC.	483,500	$11.15M	0.0%	$26.08	—	COM	86745K104
CGNX	COGNEX CORP	143,963	$11.11M	0.0%	$80.80	-17.6%	COM	192422103
IP	INTERNATIONAL PAPER CO	240,483	$11.1M	0.0%	$39.42	-1.9%	COM	460146103
DOW	DOW INC	170,636	$10.87M	0.0%	$45.81	+5.4%	COM	260557103
—	DISCOVER FINL SVCS	97,116	$10.7M	0.0%	$102.24	—	COM	254709108
FHB	FIRST HAWAIIAN INC	380,000	$10.6M	0.0%	$22.07	+8.9%	COM	32051X108
HIW	HIGHWOODS PPTYS INC	228,500	$10.45M	0.0%	$45.74	—	COM	431284108
MTH	MERITAGE HOMES CORP	131,898	$10.45M	0.0%	$44.91	+8.8%	COM	59001A102
CCSI	CONSENSUS CLOUD SOLUTIONS IN	170,677	$10.26M	0.0%	$60.83	-5.0%	COM	20848V105
CLX	CLOROX CO DEL	73,168	$10.17M	0.0%	$165.03	-18.3%	COM	189054109
KRC	KILROY RLTY CORP	131,400	$10.04M	0.0%	$67.94	—	COM	49427F108
ELAN	ELANCO ANIMAL HEALTH INC	384,374	$10.03M	0.0%	$32.35	-17.7%	COM	28414H103
ARMK	ARAMARK	266,252	$10.01M	0.0%	$25.73	-3.4%	COM	03852U106
AMH	AMERICAN HOMES 4 RENT	250,000	$10.01M	0.0%	$40.03	—	CL A	02665T306
—	BERKELEY LTS INC	1,400,000	$9.954M	0.0%	$16.58	—	COM	084310101
—	ANNALY CAPITAL MANAGEMENT IN	1,407,266	$9.907M	0.0%	$8.68	—	COM	035710409
CSGP	COSTAR GROUP INC	148,032	$9.86M	0.0%	$85.97	-22.8%	COM	22160N109
MNST	MONSTER BEVERAGE CORP NEW	123,137	$9.839M	0.0%	$44.80	-6.4%	COM	61174X109
BIDU	BAIDU INC	73,977	$9.787M	0.0%	$217.07	—	SPON ADR REP A	056752108
COLD	AMERICOLD RLTY TR	350,000	$9.758M	0.0%	$38.47	—	COM	03064D108
WHR	WHIRLPOOL CORP	56,346	$9.735M	0.0%	$208.23	-2.7%	COM	963320106
KBH	KB HOME	299,911	$9.711M	0.0%	$37.38	-1.3%	COM	48666K109
PEG	PUBLIC SVC ENTERPRISE GRP IN	137,161	$9.601M	0.0%	$49.68	+16.8%	COM	744573106
LNC	LINCOLN NATL CORP IND	146,705	$9.589M	0.0%	$43.56	+25.7%	COM	534187109
—	TWITTER INC	246,639	$9.542M	0.0%	$64.00	—	COM	90184L102
AJG	GALLAGHER ARTHUR J & CO	54,133	$9.452M	0.0%	$114.59	+33.9%	COM	363576109
—	CERNER CORP	99,420	$9.302M	0.0%	$71.73	—	COM	156782104
ALLE	ALLEGION PLC	84,519	$9.278M	0.0%	$108.34	+3.8%	ORD SHS	G0176J109
—	WESTROCK CO	196,801	$9.256M	0.0%	$51.71	—	COM	96145D105
ALLY	ALLY FINL INC	212,674	$9.247M	0.0%	$35.68	+14.6%	COM	02005N100
GRMN	GARMIN LTD	77,081	$9.143M	0.0%	$111.79	-1.5%	SHS	H2906T109
CCEP	COCA-COLA EUROPACIFIC PARTNE	186,445	$9.063M	0.0%	$43.80	+8.5%	SHS	G25839104
ORA	ORMAT TECHNOLOGIES INC	110,282	$9.024M	0.0%	$84.55	-15.5%	COM	686688102
IEX	IDEX CORP	46,907	$8.993M	0.0%	$186.85	+3.3%	COM	45167R104
TROW	PRICE T ROWE GROUP INC	58,184	$8.797M	0.0%	$131.89	-2.2%	COM	74144T108
LII	LENNOX INTL INC	33,951	$8.755M	0.0%	$272.88	-4.1%	COM	526107107
—	VIMEO INC	736,680	$8.752M	0.0%	$45.82	—	COMMON STOCK	92719V100
PCAR	PACCAR INC	99,215	$8.738M	0.0%	$51.20	+2.4%	COM	693718108
—	LIBERTY GLOBAL PLC	335,854	$8.702M	0.0%	$25.54	—	SHS CL C	G5480U120
FITB	FIFTH THIRD BANCORP	198,085	$8.526M	0.0%	$28.18	+41.5%	COM	316773100
GTM	ZOOMINFO TECHNOLOGIES INC	141,766	$8.469M	0.0%	$53.66	0.0%	COM CL A	98980F104
—	PARAMOUNT GLOBAL	217,987	$8.242M	0.0%	$45.10	—	CLASS B COM	92556H206
—	LUCID GROUP INC	321,083	$8.156M	0.0%	$32.10	—	COM	549498103
ADUS	ADDUS HOMECARE CORP	87,000	$8.116M	0.0%	$113.93	-29.4%	COM	006739106
CDW	CDW CORP	45,212	$8.088M	0.0%	$155.97	+11.7%	COM	12514G108
—	NV5 GLOBAL INC	60,000	$7.998M	0.0%	$96.57	—	COM	62945V109
MSA	MSA SAFETY INC	60,000	$7.962M	0.0%	$160.80	-14.1%	COM	553498106
PAYX	PAYCHEX INC	58,255	$7.95M	0.0%	$81.09	+35.3%	COM	704326107
—	AMC ENTMT HLDGS INC	322,203	$7.939M	0.0%	$34.84	—	CL A COM	00165C104
PDD	PINDUODUO INC	197,415	$7.918M	0.0%	$93.51	—	SPONSORED ADS	722304102
LYFT	LYFT INC	204,716	$7.861M	0.0%	$47.94	-18.3%	CL A COM	55087P104
PVH	PVH CORPORATION	102,352	$7.841M	0.0%	$98.06	-6.3%	COM	693656100
—	EVERBRIDGE INC	179,600	$7.838M	0.0%	$85.76	—	COM	29978A104
—	ATLANTICA SUSTAINABLE INFR P	222,000	$7.786M	0.0%	$36.68	—	SHS	G0751N103
NIO	NIO INC	365,824	$7.701M	0.0%	$39.37	—	SPON ADS	62914V106
RIVN	RIVIAN AUTOMOTIVE INC	152,686	$7.671M	0.0%	$96.27	-36.8%	COM CL A	76954A103
CSL	CARLISLE COS INC	31,169	$7.665M	0.0%	$176.54	+26.9%	COM	142339100
TDY	TELEDYNE TECHNOLOGIES INC	16,196	$7.655M	0.0%	$385.97	+11.4%	COM	879360105
ICE	INTERCONTINENTAL EXCHANGE IN	57,914	$7.652M	0.0%	$107.41	+14.1%	COM	45866F104
PODD	INSULET CORP	28,020	$7.464M	0.0%	$250.93	-2.2%	COM	45784P101
WAL	WESTERN ALLIANCE BANCORP	90,000	$7.454M	0.0%	$79.64	+12.0%	COM	957638109
DSGR	LAWSON PRODS INC	190,000	$7.323M	0.0%	$26.10	-16.7%	COM	520776105
KDP	KEURIG DR PEPPER INC	192,958	$7.313M	0.0%	$28.66	+19.2%	COM	49271V100
—	SAILPOINT TECHNOLOGIES HLDGS	140,000	$7.165M	0.0%	$50.64	—	COM	78781P105
FIX	COMFORT SYS USA INC	80,000	$7.121M	0.0%	$63.49	+38.9%	COM	199908104
COF	CAPITAL ONE FINL CORP	54,184	$7.114M	0.0%	$124.45	+9.2%	COM	14040H105
—	DISCOVERY INC	283,639	$7.082M	0.0%	$32.73	—	COM SER C	25470F302
CHRS	COHERUS BIOSCIENCES INC	539,803	$6.969M	0.0%	$16.98	-25.1%	COM	19249H103
HWM	HOWMET AEROSPACE INC	192,352	$6.913M	0.0%	$28.49	+18.4%	COM	443201108
WIX	WIX COM LTD	66,123	$6.907M	0.0%	$246.68	-55.8%	SHS	M98068105
PNR	PENTAIR PLC	127,405	$6.907M	0.0%	$55.88	+2.9%	SHS	G7S00T104
MAS	MASCO CORP	135,318	$6.901M	0.0%	$51.14	+7.9%	COM	574599106
SNOW	SNOWFLAKE INC	30,087	$6.894M	0.0%	$297.08	-13.0%	CL A	833445109
SLG	SL GREEN RLTY CORP	84,808	$6.885M	0.0%	$81.18	—	COM	78440X887
SE	SEA LTD	57,250	$6.858M	0.0%	$223.44	—	SPONSORD ADS	81141R100
DDOG	DATADOG INC	45,201	$6.847M	0.0%	$149.88	-2.4%	CL A COM	23804L103
YUMC	YUM CHINA HLDGS INC	163,472	$6.791M	0.0%	$57.40	-17.9%	COM	98850P109
NXRT	NEXPOINT RESIDENTIAL TR INC	74,954	$6.769M	0.0%	$46.09	—	COM	65341D102
ROKU	ROKU INC	53,501	$6.702M	0.0%	$352.78	-58.4%	COM CL A	77543R102
ZUMZ	ZUMIEZ INC	175,000	$6.687M	0.0%	$43.73	-0.6%	COM	989817101
NHI	NATIONAL HEALTH INVS INC	110,000	$6.491M	0.0%	$72.28	—	COM	63633D104
NVCR	NOVOCURE LTD	77,340	$6.408M	0.0%	$115.26	-36.1%	ORD SHS	G6674U108
—	BROOKFIELD RENEWABLE CORP	146,197	$6.403M	0.0%	$46.65	—	CL A SUB VTG	11284V105
OTIS	OTIS WORLDWIDE CORP	82,917	$6.38M	0.0%	$68.01	+10.4%	COM	68902V107
BALL	BALL CORP	70,767	$6.369M	0.0%	$82.28	+4.8%	COM	058498106
PSA	PUBLIC STORAGE	16,202	$6.323M	0.0%	$189.93	+58.6%	COM	74460D109
CHEF	CHEFS WHSE INC	190,000	$6.194M	0.0%	$29.70	+5.8%	COM	163086101
EPR	EPR PPTYS	112,500	$6.155M	0.0%	$46.59	—	COM SH BEN INT	26884U109
VIPS	VIPSHOP HOLDINGS LIMITED	682,427	$6.142M	0.0%	$26.68	—	SPONSORED ADS A	92763W103
ZS	ZSCALER INC	25,072	$6.049M	0.0%	$239.03	+2.8%	COM	98980G102
IPGP	IPG PHOTONICS CORP	54,983	$6.035M	0.0%	$218.73	-37.1%	COM	44980X109
BFAM	BRIGHT HORIZONS FAM SOL IN D	45,000	$5.971M	0.0%	$158.72	-18.2%	COM	109194100
TAP	MOLSON COORS BEVERAGE CO	111,035	$5.927M	0.0%	$42.28	+5.6%	CL B	60871R209
AGRO	ADECOAGRO S A	490,238	$5.922M	0.0%	$8.20	0.0%	COM	L00849106
TDOC	TELADOC HEALTH INC	82,063	$5.919M	0.0%	$213.97	-66.3%	COM	87918A105
ENTG	ENTEGRIS INC	43,665	$5.731M	0.0%	$126.46	0.0%	COM	29362U104
HBAN	HUNTINGTON BANCSHARES INC	390,649	$5.711M	0.0%	$12.14	+7.7%	COM	446150104
KNSL	KINSALE CAP GROUP INC	25,000	$5.7M	0.0%	$185.78	+11.6%	COM	49714P108
CFG	CITIZENS FINL GROUP INC	124,738	$5.654M	0.0%	$33.89	+27.8%	COM	174610105
—	LAZARD LTD	160,800	$5.548M	0.0%	$44.35	—	SHS A	G54050102
DECK	DECKERS OUTDOOR CORP	20,000	$5.475M	0.0%	$60.76	-18.3%	COM	243537107
—	SONO GROUP N V	1,005,550	$5.41M	0.0%	$6.44	—	COM	N81409109
KMX	CARMAX INC	55,557	$5.36M	0.0%	$121.72	-11.6%	COM	143130102
DASH	DOORDASH INC	44,293	$5.191M	0.0%	$114.83	-5.8%	CL A	25809K105
FBIN	FORTUNE BRANDS HOME & SEC IN	69,839	$5.188M	0.0%	$70.17	+2.7%	COM	34964C106
LZ	LEGALZOOM COM INC	362,215	$5.122M	0.0%	$20.16	-25.4%	COM	52466B103
—	SIRIUS XM HOLDINGS INC	767,388	$5.08M	0.0%	$6.10	—	COM	82968B103
AOS	SMITH A O CORP	78,860	$5.038M	0.0%	$56.57	+19.9%	COM	831865209
RNG	RINGCENTRAL INC	42,805	$5.017M	0.0%	$341.51	-56.9%	CL A	76680R206
SYK	STRYKER CORPORATION	18,472	$4.938M	0.0%	$234.49	+5.9%	COM	863667101
ESS	ESSEX PPTY TR INC	14,019	$4.843M	0.0%	$217.54	+32.3%	COM	297178105
—	AXONICS INC	77,000	$4.82M	0.0%	$59.89	—	COM	05465P101
—	ZENDESK INC	39,879	$4.797M	0.0%	$132.28	—	COM	98936J101
LI	LI AUTO INC	184,354	$4.758M	0.0%	$29.88	—	SPONSORED ADS	50202M102
CHRW	C H ROBINSON WORLDWIDE INC	43,938	$4.733M	0.0%	$83.35	+10.8%	COM NEW	12541W209
AVB	AVALONBAY CMNTYS INC	18,864	$4.685M	0.0%	$155.01	+37.2%	COM	053484101
HEI/A	HEICO CORP NEW	36,216	$4.593M	0.0%	$116.04	+3.8%	CL A	422806208
NGVT	INGEVITY CORP	70,700	$4.53M	0.0%	$80.43	-16.8%	COM	45688C107
JBHT	HUNT J B TRANS SVCS INC	22,337	$4.485M	0.0%	$145.30	+32.1%	COM	445658107
—	DUKE REALTY CORP	77,173	$4.481M	0.0%	$44.52	—	COM NEW	264411505
SDGR	SCHRODINGER INC	130,026	$4.436M	0.0%	$30.38	0.0%	COM	80810D103
DAL	DELTA AIR LINES INC DEL	111,990	$4.431M	0.0%	$43.04	-12.0%	COM NEW	247361702
AVY	AVERY DENNISON CORP	24,913	$4.334M	0.0%	$157.94	+9.8%	COM	053611109
NET	CLOUDFLARE INC	35,571	$4.258M	0.0%	$86.66	+20.3%	CL A COM	18915M107
EXR	EXTRA SPACE STORAGE INC	20,644	$4.244M	0.0%	$100.18	+68.6%	COM	30225T102
RSG	REPUBLIC SVCS INC	31,976	$4.237M	0.0%	$107.64	+12.4%	COM	760759100
—	CANADIAN PAC RY LTD	51,324	$4.236M	0.0%	$71.59	—	COM	13645T100
BAX	BAXTER INTL INC	54,494	$4.225M	0.0%	$71.51	+6.8%	COM	071813109
YETI	YETI HLDGS INC	70,000	$4.199M	0.0%	$75.04	-14.0%	COM	98585X104
ST	SENSATA TECHNOLOGIES HLDG PL	82,522	$4.196M	0.0%	$57.64	-1.2%	SHS	G8060N102
—	HOWARD HUGHES CORP	40,000	$4.144M	0.0%	$95.13	—	COM	44267D107
GRAB	GRAB HOLDINGS LIMITED	1,174,573	$4.111M	0.0%	$5.06	0.0%	CLASS A ORD	G4124C109
—	CATALENT INC	36,120	$4.006M	0.0%	$114.39	—	COM	148806102
FTV	FORTIVE CORP	65,657	$4M	0.0%	$50.67	-4.0%	COM	34959J108
—	MIMECAST LTD	49,600	$3.946M	0.0%	$53.05	—	ORD SHS	G14838109
W	WAYFAIR INC	34,931	$3.87M	0.0%	$274.28	-48.7%	CL A	94419L101
CVNA	CARVANA CO	32,387	$3.863M	0.0%	$228.57	-36.2%	CL A	146869102
MTB	M & T BK CORP	22,493	$3.813M	0.0%	$126.15	+23.2%	COM	55261F104
LEA	LEAR CORP	26,662	$3.802M	0.0%	$153.36	-4.1%	COM NEW	521865204
BF/B	BROWN FORMAN CORP	56,620	$3.795M	0.0%	$66.57	-7.0%	CL B	115637209
RCL	ROYAL CARIBBEAN GROUP	45,203	$3.787M	0.0%	$79.62	-2.8%	COM	V7780T103
WST	WEST PHARMACEUTICAL SVSC INC	9,195	$3.776M	0.0%	$388.65	-0.3%	COM	955306105
AKAM	AKAMAI TECHNOLOGIES INC	30,959	$3.696M	0.0%	$103.25	+8.6%	COM	00971T101
WTRG	ESSENTIAL UTILS INC	70,849	$3.623M	0.0%	$45.47	+6.1%	COM	29670G102
NTAP	NETAPP INC	43,636	$3.622M	0.0%	$60.86	+30.0%	COM	64110D104
MTCH	MATCH GROUP INC NEW	32,988	$3.587M	0.0%	$146.52	-26.4%	COM	57667L107
MCHP	MICROCHIP TECHNOLOGY INC.	47,462	$3.566M	0.0%	$70.84	-2.7%	COM	595017104
MHK	MOHAWK INDS INC	27,422	$3.406M	0.0%	$182.22	-17.7%	COM	608190104
VICI	VICI PPTYS INC	119,562	$3.403M	0.0%	$20.94	+8.3%	COM	925652109
HEI	HEICO CORP NEW	21,557	$3.31M	0.0%	$129.42	+12.2%	COM	422806109
MCFT	MASTERCRAFT BOAT HLDGS INC	130,003	$3.199M	0.0%	$27.73	-4.2%	COM	57637H103
BEN	FRANKLIN RESOURCES INC	113,846	$3.179M	0.0%	$21.47	+15.9%	COM	354613101
CRSR	CORSAIR GAMING INC	150,000	$3.174M	0.0%	$20.86	0.0%	COM	22041X102
VRAYQ	VIEWRAY INC	800,000	$3.136M	0.0%	$4.86	-12.4%	COM	92672L107
SRPT	SAREPTA THERAPEUTICS INC	39,645	$3.097M	0.0%	$86.12	-11.1%	COM	803607100
ONC	BEIGENE LTD	16,419	$3.097M	0.0%	$296.35	—	SPONSORED ADR	07725L102
OPCH	OPTION CARE HEALTH INC	107,900	$3.082M	0.0%	$19.28	+30.3%	COM NEW	68404L201
LOB	LIVE OAK BANCSHARES INC	60,000	$3.053M	0.0%	$83.26	-23.1%	COM	53803X105
MTZ	MASTEC INC	35,000	$3.049M	0.0%	$87.37	0.0%	COM	576323109
CPB	CAMPBELL SOUP CO	66,863	$2.98M	0.0%	$40.43	-4.1%	COM	134429109
GLW	CORNING INC	80,218	$2.961M	0.0%	$34.04	+2.6%	COM	219350105
—	BANCOLOMBIA S A	68,100	$2.905M	0.0%	$31.99	—	SPON ADR PREF	05968L102
EGAN	EGAIN CORP	250,000	$2.895M	0.0%	$11.18	+0.7%	COM NEW	28225C806
CMA	COMERICA INC	31,588	$2.857M	0.0%	$52.16	+49.3%	COM	200340107
INSM	INSMED INC	121,257	$2.85M	0.0%	$35.85	-35.2%	COM PAR $.01	457669307
OGN	ORGANON & CO	80,357	$2.807M	0.0%	$26.93	+6.0%	COMMON STOCK	68622V106
MLM	MARTIN MARIETTA MATLS INC	7,285	$2.804M	0.0%	$309.80	+22.1%	COM	573284106
MXCT	MAXCYTE INC	400,000	$2.796M	0.0%	$12.64	-46.0%	COM	57777K106
RARE	ULTRAGENYX PHARMACEUTICAL IN	38,011	$2.76M	0.0%	$130.69	-46.8%	COM	90400D108
QURE	UNIQURE NV	151,000	$2.729M	0.0%	$35.84	-51.3%	SHS	N90064101
TSCO	TRACTOR SUPPLY CO	11,575	$2.701M	0.0%	$29.45	+40.1%	COM	892356106
TCOM	TRIP COM GROUP LTD	115,972	$2.681M	0.0%	$36.82	—	ADS	89677Q107
AGNC	AGNC INVT CORP	201,756	$2.643M	0.0%	$16.71	—	COM	00123Q104
HLI	HOULIHAN LOKEY INC	30,000	$2.634M	0.0%	$61.62	+55.5%	CL A	441593100
NVAX	NOVAVAX INC	35,194	$2.592M	0.0%	$159.60	-44.1%	COM NEW	670002401
UHAL	AMERCO	4,285	$2.558M	0.0%	$53.43	+15.4%	COM	023586100
VMC	VULCAN MATLS CO	13,889	$2.551M	0.0%	$155.90	+16.0%	COM	929160109
EFX	EQUIFAX INC	10,678	$2.532M	0.0%	$221.13	+3.6%	COM	294429105
CF	CF INDS HLDGS INC	24,492	$2.524M	0.0%	$44.64	+66.4%	COM	125269100
SBNY	SIGNATURE BK NEW YORK N Y	8,531	$2.504M	0.0%	$319.70	—	COM	82669G104
—	PING IDENTITY HLDG CORP	90,125	$2.472M	0.0%	$27.43	—	COM	72341T103
UDR	UDR INC	42,960	$2.465M	0.0%	$34.51	+41.2%	COM	902653104
BVN	COMPANIA DE MINAS BUENAVENTU	242,900	$2.446M	0.0%	$9.99	—	SPONSORED ADR	204448104
RVTY	PERKINELMER INC	13,954	$2.434M	0.0%	$137.00	+28.5%	COM	714046109
NWL	NEWELL BRANDS INC	109,041	$2.335M	0.0%	$20.01	-3.3%	COM	651229106
OPRX	OPTIMIZERX CORP	59,960	$2.261M	0.0%	$48.25	-8.3%	COM NEW	68401U204
ZBH	ZIMMER BIOMET HOLDINGS INC	17,543	$2.244M	0.0%	$148.71	-21.7%	COM	98956P102
KRNT	KORNIT DIGITAL LTD	27,095	$2.24M	0.0%	$96.46	0.0%	SHS	M6372Q113
SYF	SYNCHRONY FINANCIAL	63,882	$2.224M	0.0%	$34.52	+10.6%	COM	87165B103
HIG	HARTFORD FINL SVCS GROUP INC	30,538	$2.193M	0.0%	$49.55	+31.6%	COM	416515104
ZTO	ZTO EXPRESS CAYMAN INC	86,480	$2.162M	0.0%	$29.15	—	SPONSORED ADS A	98980A105
STE	STERIS PLC	8,902	$2.152M	0.0%	$177.71	+26.0%	SHS USD	G8473T100
—	DISH NETWORK CORPORATION	67,630	$2.14M	0.0%	$36.20	—	CL A	25470M109
TTD	THE TRADE DESK INC	30,832	$2.135M	0.0%	$67.27	+7.4%	COM CL A	88339J105
—	FLEETCOR TECHNOLOGIES INC	8,517	$2.121M	0.0%	$268.63	—	COM	339041105
GDS	GDS HLDGS LTD	53,714	$2.108M	0.0%	$75.17	—	SPONSORED ADS	36165L108
NVR	NVR INC	461	$2.059M	0.0%	$4574.87	+11.4%	COM	62944T105
SON	SONOCO PRODS CO	31,643	$1.98M	0.0%	$55.98	-11.0%	COM	835495102
JOYY	JOYY INC	53,682	$1.972M	0.0%	$93.73	—	ADS REPSTG COM A	46591M109
EPAM	EPAM SYS INC	6,540	$1.94M	0.0%	$515.21	-23.9%	COM	29414B104
GDDY	GODADDY INC	22,896	$1.916M	0.0%	$80.28	-1.6%	CL A	380237107
SUI	SUN CMNTYS INC	10,836	$1.899M	0.0%	$150.04	—	COM	866674104
HEPS	D MARKET ELECTR SVCS & TRADI	834,700	$1.895M	0.0%	$4.58	—	SPONSORED ADS	23292B104
APO	APOLLO GLOBAL MGMT INC	30,336	$1.881M	0.0%	$61.02	0.0%	COM	03769M106
NTRS	NORTHERN TR CORP	15,821	$1.842M	0.0%	$84.43	+23.8%	COM	665859104
KD	KYNDRYL HLDGS INC	140,002	$1.837M	0.0%	$21.59	-30.3%	COMMON STOCK	50155Q100
BBWI	BATH & BODY WORKS INC	37,791	$1.806M	0.0%	$60.72	-19.7%	COM	070830104
TFX	TELEFLEX INCORPORATED	5,088	$1.805M	0.0%	$387.77	-17.5%	COM	879369106
ITRI	ITRON INC	34,157	$1.799M	0.0%	$98.89	-43.4%	COM	465741106
—	HANESBRANDS INC	119,186	$1.775M	0.0%	$19.67	—	COM	410345102
SEE	SEALED AIR CORP NEW	26,095	$1.747M	0.0%	$40.72	+51.0%	COM	81211K100
MDB	MONGODB INC	3,858	$1.711M	0.0%	$489.92	-20.2%	CL A	60937P106
—	SEAGEN INC	11,625	$1.675M	0.0%	$142.04	—	COM	81181C104
MSI	MOTOROLA SOLUTIONS INC	6,847	$1.658M	0.0%	$220.08	+0.8%	COM NEW	620076307
WCN	WASTE CONNECTIONS INC	11,639	$1.626M	0.0%	$98.29	+27.0%	COM	94106B101
CSTL	CASTLE BIOSCIENCES INC	35,000	$1.57M	0.0%	$74.02	-44.2%	COM	14843C105
LBRDK	LIBERTY BROADBAND CORP	11,569	$1.566M	0.0%	$141.71	-3.8%	COM SER C	530307305
BURL	BURLINGTON STORES INC	8,438	$1.537M	0.0%	$286.50	-23.5%	COM	122017106
OLLI	OLLIES BARGAIN OUTLET HLDGS	35,075	$1.507M	0.0%	$84.42	-47.1%	COM	681116109
GLOB	GLOBANT S A	5,700	$1.494M	0.0%	$212.32	+19.5%	COM	L44385109
AHCO	ADAPTHEALTH CORP	91,074	$1.46M	0.0%	$31.48	-42.9%	COMMON STOCK	00653Q102
—	51JOB INC	24,800	$1.452M	0.0%	$62.60	—	SPONSORED ADS	316827104
VRSN	VERISIGN INC	6,136	$1.365M	0.0%	$194.79	+11.0%	COM	92343E102
CE	CELANESE CORP DEL	9,551	$1.365M	0.0%	$140.88	+1.4%	COM	150870103
AAP	ADVANCE AUTO PARTS INC	6,504	$1.346M	0.0%	$149.06	+33.3%	COM	00751Y106
LOOP	LOOP INDS INC	151,000	$1.343M	0.0%	$9.55	-12.4%	COM	543518104
BR	BROADRIDGE FINL SOLUTIONS IN	8,484	$1.321M	0.0%	$135.98	+5.5%	COM	11133T103
LUV	SOUTHWEST AIRLS CO	28,302	$1.296M	0.0%	$49.50	-17.4%	COM	844741108
MKL	MARKEL CORP	873	$1.288M	0.0%	$1078.65	+19.8%	COM	570535104
BAP	CREDICORP LTD	7,100	$1.22M	0.0%	$141.30	-1.8%	COM	G2519Y108
—	LIBERTY MEDIA CORP DEL	26,639	$1.218M	0.0%	$44.08	—	COM A SIRIUSXM	531229409
LBTYAUSD	LIBERTY GLOBAL PLC	47,695	$1.217M	0.0%	$27.85	—	SHS CL A	G5480U104
OMF	ONEMAIN HLDGS INC	25,600	$1.214M	0.0%	$58.15	-14.3%	COM	68268W103
DPZ	DOMINOS PIZZA INC	2,961	$1.205M	0.0%	$346.59	+19.1%	COM	25754A201
—	ABIOMED INC	3,493	$1.157M	0.0%	$318.73	—	COM	003654100
PINS	PINTEREST INC	44,436	$1.094M	0.0%	$74.38	-63.3%	CL A	72352L106
PCH	POTLATCHDELTIC CORPORATION	20,514	$1.082M	0.0%	$52.73	—	COM	737630103
ALEC	ALECTOR INC	75,900	$1.082M	0.0%	$15.82	0.0%	COM	014442107
HTHT	HUAZHU GROUP LTD	32,400	$1.069M	0.0%	$54.90	—	SPONSORED ADS	44332N106
FNF	FIDELITY NATIONAL FINANCIAL	21,778	$1.064M	0.0%	$30.18	+30.2%	FNF GROUP COM	31620R303
—	DISCOVERY INC	42,270	$1.053M	0.0%	$33.59	—	COM SER A	25470F104
—	LIBERTY MEDIA CORP DEL	23,015	$1.052M	0.0%	$44.11	—	COM C SIRIUSXM	531229607
DVA	DAVITA INC	9,294	$1.051M	0.0%	$111.11	+1.0%	COM	23918K108
EXPD	EXPEDITORS INTL WASH INC	10,188	$1.051M	0.0%	$91.95	+14.3%	COM	302130109
CINF	CINCINNATI FINL CORP	7,671	$1.043M	0.0%	$84.81	+31.0%	COM	172062101
MED	MEDIFAST INC	6,100	$1.042M	0.0%	$219.07	-22.3%	COM	58470H101
BILI	BILIBILI INC	39,990	$1.023M	0.0%	$107.06	—	SPONS ADS REP Z	090040106
ESPR	ESPERION THERAPEUTICS INC NE	217,000	$1.007M	0.0%	$29.50	-85.5%	COM	29664W105
FOX	FOX CORP	27,706	$1.005M	0.0%	$31.54	+11.6%	CL B COM	35137L204
MKTX	MARKETAXESS HLDGS INC	2,951	$1.004M	0.0%	$503.06	-31.6%	COM	57060D108
TWST	TWIST BIOSCIENCE CORP	20,200	$997K	0.0%	$127.98	-56.7%	COM	90184D100
TPICQ	TPI COMPOSITES INC	70,000	$984K	0.0%	$60.15	-78.8%	COM	87266J104
CPT	CAMDEN PPTY TR	5,751	$956K	0.0%	$87.98	+62.5%	SH BEN INT	133131102
—	EVOQUA WATER TECHNOLOGIES CO	19,823	$931K	0.0%	$33.66	—	COM	30057T105
—	NEW ORIENTAL ED & TECHNOLOGY	791,220	$910K	0.0%	$14.00	—	SPON ADR	647581107
PTC	PTC INC	7,935	$855K	0.0%	$133.13	-15.6%	COM	69370C100
LBRDA	LIBERTY BROADBAND CORP	6,354	$833K	0.0%	$139.04	-3.9%	COM SER A	530307107
DIOD	DIODES INC	9,486	$825K	0.0%	$79.09	+15.1%	COM	254543101
—	COUPA SOFTWARE INC	8,037	$817K	0.0%	$179.52	—	COM	22266L106
—	BLACK KNIGHT INC	13,919	$807K	0.0%	$73.99	—	COM	09215C105
EG	EVEREST RE GROUP LTD	2,586	$779K	0.0%	$216.58	+23.5%	COM	G3223R108
CG	CARLYLE GROUP INC	15,784	$772K	0.0%	$41.33	+0.7%	COM	14316J108
—	2SEVENTY BIO INC	45,001	$768K	0.0%	$25.92	—	COMMON STOCK	901384107
ATO	ATMOS ENERGY CORP	6,409	$766K	0.0%	$87.88	+12.9%	COM	049560105
LW	LAMB WESTON HLDGS INC	12,552	$752K	0.0%	$69.94	-16.9%	COM	513272104
O	REALTY INCOME CORP	10,809	$749K	0.0%	$46.41	+19.2%	COM	756109104
—	PARAMOUNT GROUP INC	68,485	$747K	0.0%	$9.42	—	COM	69924R108
SCL	STEPAN CO	7,201	$712K	0.0%	$123.89	-12.7%	COM	858586100
ACGL	ARCH CAP GROUP LTD	14,649	$709K	0.0%	$33.84	+30.6%	ORD	G0450A105
OPTU	ALTICE USA INC	55,445	$692K	0.0%	$31.35	-57.4%	CL A	02156K103
NBIX	NEUROCRINE BIOSCIENCES INC	7,244	$679K	0.0%	$104.86	-19.2%	COM	64125C109
BDN	BRANDYWINE RLTY TR	47,813	$676K	0.0%	$13.34	—	SH BEN INT NEW	105368203
HAL	HALLIBURTON CO	17,706	$671K	0.0%	$18.81	+58.7%	COM	406216101
BMI	BADGER METER INC	6,655	$664K	0.0%	$97.27	-2.2%	COM	056525108
—	AMCOR PLC	58,218	$660K	0.0%	$9.32	+6.6%	ORD	G0250X107
WRB	BERKLEY W R CORP	9,844	$656K	0.0%	$30.38	+19.7%	COM	084423102
—	BLUEBIRD BIO INC	135,000	$655K	0.0%	$30.15	—	COM	09609G100
PRGS	PROGRESS SOFTWARE CORP	13,887	$654K	0.0%	$45.99	-2.1%	COM	743312100
ZG	ZILLOW GROUP INC	13,405	$647K	0.0%	$149.53	-64.6%	CL A	98954M101
DEI	DOUGLAS EMMETT INC	19,243	$643K	0.0%	$32.48	—	COM	25960P109
PDM	PIEDMONT OFFICE REALTY TR IN	35,382	$609K	0.0%	$17.88	—	COM CL A	720190206
LYB	LYONDELLBASELL INDUSTRIES N	5,777	$594K	0.0%	$70.80	+4.9%	SHS - A -	N53745100
ZLAB	ZAI LAB LTD	12,800	$563K	0.0%	$133.43	—	ADR	98887Q104
BEKE	KE HLDGS INC	44,193	$547K	0.0%	$52.77	—	SPONSORED ADS	482497104
RJF	RAYMOND JAMES FINL INC	4,904	$539K	0.0%	$74.29	+34.5%	COM	754730109
OLED	UNIVERSAL DISPLAY CORP	3,187	$532K	0.0%	$194.98	-23.6%	COM	91347P105
ATHM	AUTOHOME INC	17,386	$529K	0.0%	$93.27	—	SP ADS RP CL A	05278C107
BLD	TOPBUILD CORP	2,907	$527K	0.0%	$215.74	+3.8%	COM	89055F103
PTON	PELOTON INTERACTIVE INC	18,896	$499K	0.0%	$132.66	-78.4%	CL A COM	70614W100
JKHY	HENRY JACK & ASSOC INC	2,522	$497K	0.0%	$143.54	+16.0%	COM	426281101
—	DYNAVAX TECHNOLOGIES CORP	44,700	$485K	0.0%	$10.84	—	COM NEW	268158201
—	COVETRUS INC	24,498	$411K	0.0%	$29.97	—	COM	22304C100
WB	WEIBO CORP	15,839	$388K	0.0%	$50.46	—	SPONSORED ADR	948596101
—	PREMIER INC	10,889	$388K	0.0%	$33.85	—	CL A	74051N102
TAL	TAL EDUCATION GROUP	117,304	$353K	0.0%	$53.85	—	SPONSORED ADS	874080104
HCM	HUTCHMED CHINA LTD	17,500	$331K	0.0%	$28.25	—	SPONSORED ADS	44842L103
TME	TENCENT MUSIC ENTMT GROUP	63,519	$309K	0.0%	$20.49	—	SPON ADS	88034P109
ROL	ROLLINS INC	8,775	$308K	0.0%	$33.68	-8.3%	COM	775711104
IQ	IQIYI INC	66,034	$300K	0.0%	$16.42	—	SPONSORED ADS	46267X108
MPT	MEDICAL PPTYS TRUST INC	13,762	$291K	0.0%	$20.22	—	COM	58463J304
MOMO	HELLO GROUP INC	39,348	$227K	0.0%	$10.58	—	ADS	423403104
NOAH	NOAH HLDGS LTD	7,600	$179K	0.0%	$44.40	—	SPON ADS CL A	65487X102
KC	KINGSOFT CLOUD HLDGS LTD	25,140	$153K	0.0%	$39.32	—	ADS	49639K101
AFG	AMERICAN FINL GROUP INC OHIO	976	$142K	0.0%	$61.35	+63.6%	COM	025932104
—	ALLEGHANY CORP MD	159	$135K	0.0%	$666.78	—	COM	017175100
—	AVALARA INC	1,298	$129K	0.0%	$141.19	—	COM	05338G106
GL	GLOBE LIFE INC	1,164	$117K	0.0%	$92.04	+6.7%	COM	37959E102
BZUN	BAOZUN INC	10,303	$88,400	0.0%	$38.14	—	SPONSORED ADR	06684L103
FDS	FACTSET RESH SYS INC	185	$80,318	0.0%	$317.27	+28.1%	COM	303075105
SEIC	SEI INVTS CO	1,298	$78,153	0.0%	$54.84	+2.8%	COM	784117103
CANPY	CIAN PLC	2,202,600	$74,889	0.0%	$10.46	—	ADS	83418T108
COIN	COINBASE GLOBAL INC	378	$71,767	0.0%	$290.76	-32.8%	COM CL A	19260Q107
SOFI	SOFI TECHNOLOGIES INC	6,744	$63,731	0.0%	$18.35	-37.4%	COM	83406F102
VNET	VNET GROUP INC	10,920	$63,664	0.0%	$32.30	—	SPONSORED ADS A	90138A103
HUYA	HUYA INC	12,600	$56,322	0.0%	$19.48	—	ADS REP SHS A	44852D108
—	ZIMVIE INC	1,754	$40,061	0.0%	$22.84	—	COM	98888T107
GOTU	GAOTU TECHEDU INC	13,000	$22,360	0.0%	$33.88	—	SPONSORED ADS	36257Y109
RPM	RPM INTL INC	220	$17,917	0.0%	$84.26	+1.9%	COM	749685103
ONL	ORION OFFICE REIT INC	691	$9,674	0.0%	$18.65	—	COM	68629Y103
—	QIWI PLC	2,135,609	$22	0.0%	$10.65	—	SPON ADR REP B	74735M108
—	MOBILE TELESYSTEMS PUB JT ST	1,745,127	$19	0.0%	$8.52	—	SPONSORED ADR	607409109
NBIS	YANDEX N V	1,748,273	$17	0.0%	$61.58	—	SHS CLASS A	N97284108
—	OZON HLDGS PLC	873,600	$8	0.0%	$30.88	—	SPONSORED ADS	69269L104
—	HEADHUNTER GROUP PLC	538,400	$5	0.0%	$32.45	—	SPONSORED ADS	42207L106