Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
NVDA	NVIDIA CORPORATION	42,924,354	$8.009B	8.1%	$97.38	+79.0%	COM	67066G104
MSFT	MICROSOFT CORP	14,071,003	$7.288B	7.4%	$256.48	+98.3%	COM	594918104
AAPL	APPLE INC	19,536,238	$4.975B	5.0%	$152.10	+48.3%	COM	037833100
AVGO	BROADCOM INC	12,762,596	$4.211B	4.3%	$148.29	+106.2%	COM	11135F101
AMZN	AMAZON COM INC	16,248,047	$3.568B	3.6%	$148.49	+52.4%	COM	023135106
GOOG	ALPHABET INC	11,403,694	$2.777B	2.8%	$126.20	+66.3%	CAP STK CL C	02079K107
META	META PLATFORMS INC	3,482,627	$2.558B	2.6%	$314.64	+136.2%	CL A	30303M102
GOOGL	ALPHABET INC	9,712,901	$2.361B	2.4%	$119.95	+74.4%	CAP STK CL A	02079K305
JPM	JPMORGAN CHASE & CO.	4,836,727	$1.526B	1.5%	$154.81	+91.2%	COM	46625H100
LLY	ELI LILLY & CO	1,553,263	$1.185B	1.2%	$417.04	+78.0%	COM	532457108
MA	MASTERCARD INCORPORATED	2,052,008	$1.167B	1.2%	$388.27	+47.7%	CL A	57636Q104
C	CITIGROUP INC	10,844,763	$1.101B	1.1%	$61.85	+52.2%	COM NEW	172967424
ANET	ARISTA NETWORKS INC	7,106,423	$1.035B	1.0%	$100.90	+27.6%	COM SHS	040413205
V	VISA INC	2,963,901	$1.012B	1.0%	$251.54	+37.2%	COM CL A	92826C839
ADI	ANALOG DEVICES INC	3,617,195	$889M	0.9%	$181.19	+31.9%	COM	032654105
TMO	THERMO FISHER SCIENTIFIC INC	1,792,373	$869M	0.9%	$483.08	-3.8%	COM	883556102
SPOT	SPOTIFY TECHNOLOGY S A	1,172,159	$818M	0.8%	$295.20	+136.9%	SHS	L8681T102
ORCL	ORACLE CORP	2,745,122	$772M	0.8%	$153.60	+65.5%	COM	68389X105
XYL	XYLEM INC	5,197,753	$767M	0.8%	$116.39	+18.6%	COM	98419M100
BRK/B	BERKSHIRE HATHAWAY INC DEL	1,481,686	$745M	0.8%	$285.32	+69.8%	CL B NEW	084670702
SNPS	SYNOPSYS INC	1,502,255	$741M	0.8%	$319.02	+77.2%	COM	871607107
NOW	SERVICENOW INC	800,150	$736M	0.7%	$110.67	+68.8%	COM	81762P102
KLAC	KLA CORP	656,107	$708M	0.7%	$506.48	+83.7%	COM NEW	482480100
MRK	MERCK & CO INC	8,344,126	$700M	0.7%	$82.89	-2.3%	COM	58933Y105
CDNS	CADENCE DESIGN SYSTEM INC	1,959,444	$688M	0.7%	$180.46	+90.6%	COM	127387108
AMAT	APPLIED MATLS INC	3,361,543	$688M	0.7%	$128.76	+40.4%	COM	038222105
PLD	PROLOGIS INC.	5,626,254	$644M	0.7%	$96.14	+12.6%	COM	74340W103
CSCO	CISCO SYS INC	9,100,401	$623M	0.6%	$47.19	+42.8%	COM	17275R102
CRM	SALESFORCE INC	2,596,779	$615M	0.6%	$278.93	-9.9%	COM	79466L302
MSI	MOTOROLA SOLUTIONS INC	1,345,492	$615M	0.6%	$363.07	+23.5%	COM NEW	620076307
INTU	INTUIT	881,555	$602M	0.6%	$674.39	+6.7%	COM	461202103
BAC	BANK AMERICA CORP	11,602,902	$599M	0.6%	$36.10	+33.9%	COM	060505104
COST	COSTCO WHSL CORP NEW	632,841	$586M	0.6%	$660.85	+44.8%	COM	22160K105
APH	AMPHENOL CORP NEW	4,614,212	$571M	0.6%	$61.65	+77.5%	CL A	032095101
KEYS	KEYSIGHT TECHNOLOGIES INC	3,104,797	$543M	0.6%	$146.41	+13.8%	COM	49338L103
LIN	LINDE PLC	1,125,020	$534M	0.5%	$437.63	+7.5%	SHS	G54950103
ROP	ROPER TECHNOLOGIES INC	1,063,725	$530M	0.5%	$542.00	-2.0%	COM	776696106
HD	HOME DEPOT INC	1,293,884	$524M	0.5%	$295.25	+31.8%	COM	437076102
MU	MICRON TECHNOLOGY INC	2,981,322	$499M	0.5%	$114.21	+11.9%	COM	595112103
PANW	PALO ALTO NETWORKS INC	2,392,224	$487M	0.5%	$159.70	+19.9%	COM	697435105
MCK	MCKESSON CORP	623,094	$481M	0.5%	$272.19	+158.3%	COM	58155Q103
ACN	ACCENTURE PLC IRELAND	1,918,834	$473M	0.5%	$306.43	-15.0%	SHS CLASS A	G1151C101
NFLX	NETFLIX INC	388,004	$465M	0.5%	$55.50	+119.9%	COM	64110L106
TT	TRANE TECHNOLOGIES PLC	1,095,895	$462M	0.5%	$252.92	+68.7%	SHS	G8994E103
ECL	ECOLAB INC	1,661,320	$455M	0.5%	$203.16	+33.1%	COM	278865100
ABBV	ABBVIE INC	1,963,460	$455M	0.5%	$115.77	+74.4%	COM	00287Y109
SPGI	S&P GLOBAL INC	921,626	$449M	0.5%	$371.78	+43.6%	COM	78409V104
COR	CENCORA INC	1,399,123	$437M	0.4%	$162.79	+80.3%	COM	03073E105
LRCX	LAM RESEARCH CORP	3,255,637	$436M	0.4%	$76.13	+38.6%	COM NEW	512807306
WM	WASTE MGMT INC DEL	1,955,591	$432M	0.4%	$184.45	+21.3%	COM	94106L109
RPRX	ROYALTY PHARMA PLC	12,200,270	$430M	0.4%	$31.51	+14.9%	SHS CLASS A	G7709Q104
ICE	INTERCONTINENTAL EXCHANGE IN	2,462,148	$415M	0.4%	$156.38	+13.7%	COM	45866F104
TSM	TAIWAN SEMICONDUCTOR MFG LTD	1,479,338	$413M	0.4%	$136.82	—	SPONSORED ADS	874039100
JNJ	JOHNSON & JOHNSON	2,177,506	$404M	0.4%	$151.94	+11.6%	COM	478160104
EMR	EMERSON ELEC CO	2,961,519	$388M	0.4%	$100.14	+35.3%	COM	291011104
UNH	UNITEDHEALTH GROUP INC	1,112,815	$384M	0.4%	$384.76	-22.3%	COM	91324P102
FTNT	FORTINET INC	4,475,441	$376M	0.4%	$63.13	+41.3%	COM	34959E109
BSY	BENTLEY SYS INC	7,250,495	$373M	0.4%	$50.09	+9.0%	COM CL B	08265T208
ZTS	ZOETIS INC	2,436,888	$357M	0.4%	$163.03	-7.7%	CL A	98978V103
CL	COLGATE PALMOLIVE CO	4,328,511	$346M	0.4%	$77.16	+9.7%	COM	194162103
AZN	ASTRAZENECA PLC	4,364,458	$335M	0.3%	$65.36	—	SPONSORED ADR	046353108
MCD	MCDONALDS CORP	1,093,568	$332M	0.3%	$245.23	+22.9%	COM	580135101
SSNC	SS&C TECHNOLOGIES HLDGS INC	3,710,333	$329M	0.3%	$72.81	+18.9%	COM	78467J100
ISRG	INTUITIVE SURGICAL INC	731,221	$327M	0.3%	$458.02	+4.8%	COM NEW	46120E602
VEEV	VEEVA SYS INC	1,092,175	$325M	0.3%	$202.16	+39.2%	CL A COM	922475108
MELI	MERCADOLIBRE INC	137,575	$322M	0.3%	$1925.53	+24.7%	COM	58733R102
ALV	AUTOLIV INC	2,601,246	$321M	0.3%	$108.25	+10.0%	COM	052800109
MRVL	MARVELL TECHNOLOGY INC	3,805,547	$320M	0.3%	$66.23	+11.0%	COM	573874104
SCI	SERVICE CORP INTL	3,824,221	$318M	0.3%	$67.52	+18.2%	COM	817565104
ULTA	ULTA BEAUTY INC	581,506	$318M	0.3%	$403.51	+27.0%	COM	90384S303
ETN	EATON CORP PLC	810,126	$303M	0.3%	$313.95	+15.7%	SHS	G29183103
VZ	VERIZON COMMUNICATIONS INC	6,865,063	$302M	0.3%	$40.08	+6.0%	COM	92343V104
WMT	WALMART INC	2,890,873	$298M	0.3%	$52.05	+90.7%	COM	931142103
JLL	JONES LANG LASALLE INC	989,199	$295M	0.3%	$203.98	+40.0%	COM	48020Q107
GS	GOLDMAN SACHS GROUP INC	369,631	$294M	0.3%	$310.88	+136.4%	COM	38141G104
PWR	QUANTA SVCS INC	693,031	$287M	0.3%	$187.26	+107.5%	COM	74762E102
SNOW	SNOWFLAKE INC	1,254,996	$283M	0.3%	$161.32	+33.1%	COM SHS	833445109
ADBE	ADOBE INC	787,584	$278M	0.3%	$475.45	-24.5%	COM	00724F101
IBM	INTERNATIONAL BUSINESS MACHS	980,392	$277M	0.3%	$100.73	+157.7%	COM	459200101
BSX	BOSTON SCIENTIFIC CORP	2,818,677	$275M	0.3%	$74.22	+39.5%	COM	101137107
GILD	GILEAD SCIENCES INC	2,462,035	$273M	0.3%	$65.01	+72.7%	COM	375558103
MET	METLIFE INC	3,316,279	$273M	0.3%	$67.06	+16.2%	COM	59156R108
PINS	PINTEREST INC	8,441,986	$272M	0.3%	$31.26	+16.0%	CL A	72352L106
EA	ELECTRONIC ARTS INC	1,346,183	$272M	0.3%	$129.81	+27.3%	COM	285512109
INTC	INTEL CORP	7,878,430	$264M	0.3%	$25.47	-4.9%	COM	458140100
QCOM	QUALCOMM INC	1,510,310	$251M	0.3%	$147.17	+6.8%	COM	747525103
PG	PROCTER AND GAMBLE CO	1,612,476	$248M	0.3%	$123.90	+25.0%	COM	742718109
TSLA	TESLA INC	553,153	$246M	0.2%	$236.96	+46.4%	COM	88160R101
MANH	MANHATTAN ASSOCIATES INC	1,199,969	$246M	0.2%	$211.89	-0.2%	COM	562750109
CCK	CROWN HLDGS INC	2,493,570	$241M	0.2%	$95.36	+4.8%	COM	228368106
FISV	FISERV INC	1,841,923	$237M	0.2%	$162.79	-12.0%	COM	337738108
MDB	MONGODB INC	731,464	$227M	0.2%	$285.54	-10.0%	CL A	60937P106
MRSH	MARSH & MCLENNAN COS INC	1,093,014	$220M	0.2%	$192.56	+5.9%	COM	571748102
TEAM	ATLASSIAN CORPORATION	1,372,976	$219M	0.2%	$190.14	-4.8%	CL A	049468101
AMD	ADVANCED MICRO DEVICES INC	1,354,274	$219M	0.2%	$128.56	+25.5%	COM	007903107
CRDO	CREDO TECHNOLOGY GROUP HOLDI	1,402,100	$204M	0.2%	$29.02	+321.7%	ORDINARY SHARES	G25457105
PH	PARKER-HANNIFIN CORP	262,075	$199M	0.2%	$556.96	+32.0%	COM	701094104
ABT	ABBOTT LABS	1,435,313	$192M	0.2%	$106.44	+22.7%	COM	002824100
DHR	DANAHER CORPORATION	966,356	$192M	0.2%	$216.84	-8.5%	COM	235851102
BKNG	BOOKING HOLDINGS INC	35,361	$191M	0.2%	$3126.01	+78.0%	COM	09857L108
CBRE	CBRE GROUP INC	1,189,980	$187M	0.2%	$75.97	+103.6%	CL A	12504L109
IR	INGERSOLL RAND INC	2,249,353	$186M	0.2%	$79.39	+3.2%	COM	45687V106
ALL	ALLSTATE CORP	861,725	$185M	0.2%	$196.42	+1.9%	COM	020002101
CI	THE CIGNA GROUP	615,187	$177M	0.2%	$276.31	+6.1%	COM	125523100
RMBS	RAMBUS INC DEL	1,700,000	$177M	0.2%	$54.33	+41.9%	COM	750917106
PLTR	PALANTIR TECHNOLOGIES INC	951,801	$174M	0.2%	$92.39	+75.4%	CL A	69608A108
ACGL	ARCH CAP GROUP LTD	1,899,260	$172M	0.2%	$92.56	-3.1%	ORD	G0450A105
PGR	PROGRESSIVE CORP	689,134	$170M	0.2%	$155.89	+48.6%	COM	743315103
CVS	CVS HEALTH CORP	2,248,784	$170M	0.2%	$64.51	+5.1%	COM	126650100
CAT	CATERPILLAR INC	345,411	$165M	0.2%	$230.06	+84.9%	COM	149123101
TYL	TYLER TECHNOLOGIES INC	312,450	$163M	0.2%	$463.21	+21.2%	COM	902252105
VICI	VICI PPTYS INC	4,874,730	$159M	0.2%	$30.43	+5.4%	COM	925652109
TJX	TJX COS INC NEW	1,044,596	$151M	0.2%	$83.62	+58.2%	COM	872540109
GWW	GRAINGER W W INC	158,357	$151M	0.2%	$673.54	+48.6%	COM	384802104
RMD	RESMED INC	542,711	$149M	0.2%	$238.33	+14.2%	COM	761152107
LRN	STRIDE INC	972,874	$145M	0.1%	$58.21	+151.9%	COM	86333M108
EBAY	EBAY INC.	1,589,821	$145M	0.1%	$50.01	+75.9%	COM	278642103
JAZZ	JAZZ PHARMACEUTICALS PLC	1,074,092	$142M	0.1%	$109.85	+9.2%	SHS USD	G50871105
MS	MORGAN STANLEY	889,188	$141M	0.1%	$72.94	+100.8%	COM NEW	617446448
EME	EMCOR GROUP INC	215,690	$140M	0.1%	$448.51	+35.2%	COM	29084Q100
APP	APPLOVIN CORP	193,670	$139M	0.1%	$195.92	+135.4%	COM CL A	03831W108
UTHR	UNITED THERAPEUTICS CORP DEL	329,118	$138M	0.1%	$170.39	+97.4%	COM	91307C102
KO	COCA COLA CO	2,075,753	$138M	0.1%	$50.88	+33.5%	COM	191216100
AMGN	AMGEN INC	485,403	$137M	0.1%	$230.47	+24.3%	COM	031162100
DE	DEERE & CO	294,377	$135M	0.1%	$348.27	+40.6%	COM	244199105
AZO	AUTOZONE INC	31,327	$134M	0.1%	$2726.43	+47.1%	COM	053332102
EXC	EXELON CORP	2,982,194	$134M	0.1%	$29.80	+45.6%	COM	30161N101
BMY	BRISTOL-MYERS SQUIBB CO	2,973,841	$134M	0.1%	$49.96	-8.9%	COM	110122108
VLTO	VERALTO CORP	1,232,532	$131M	0.1%	$75.88	+38.7%	COM SHS	92338C103
AMP	AMERIPRISE FINL INC	256,146	$126M	0.1%	$228.78	+123.0%	COM	03076C106
PFE	PFIZER INC	4,862,888	$124M	0.1%	$31.16	-22.5%	COM	717081103
WELL	WELLTOWER INC	695,051	$124M	0.1%	$76.63	+113.2%	COM	95040Q104
TPR	TAPESTRY INC	1,092,267	$124M	0.1%	$40.52	+156.6%	COM	876030107
AXP	AMERICAN EXPRESS CO	364,984	$121M	0.1%	$127.44	+148.4%	COM	025816109
CRWD	CROWDSTRIKE HLDGS INC	245,456	$120M	0.1%	$351.06	+29.5%	CL A	22788C105
DHI	D R HORTON INC	705,875	$120M	0.1%	$136.08	+15.1%	COM	23331A109
GL	GLOBE LIFE INC	832,000	$119M	0.1%	$113.04	+19.6%	COM	37959E102
AMT	AMERICAN TOWER CORP NEW	611,803	$118M	0.1%	$195.43	+4.7%	COM	03027X100
REGN	REGENERON PHARMACEUTICALS	207,370	$117M	0.1%	$742.66	-24.0%	COM	75886F107
TIGO	MILLICOM INTL CELLULAR S A	2,395,664	$116M	0.1%	$34.26	+28.1%	COM STK	L6388F110
AXS	AXIS CAP HLDGS LTD	1,194,754	$114M	0.1%	$94.37	+2.6%	SHS	G0692U109
BWA	BORGWARNER INC	2,558,425	$112M	0.1%	$32.29	+23.0%	COM	099724106
PEP	PEPSICO INC	792,821	$111M	0.1%	$149.42	-6.0%	COM	713448108
EQIX	EQUINIX INC	136,793	$107M	0.1%	$628.01	+23.3%	COM	29444U700
CEG	CONSTELLATION ENERGY CORP	321,431	$106M	0.1%	$50.94	+532.4%	COM	21037T109
PNR	PENTAIR PLC	952,729	$106M	0.1%	$77.65	+37.1%	SHS	G7S00T104
AIG	AMERICAN INTL GROUP INC	1,317,176	$103M	0.1%	$58.61	+35.0%	COM NEW	026874784
CFG	CITIZENS FINL GROUP INC	1,905,704	$101M	0.1%	$40.51	+21.4%	COM	174610105
BLK	BLACKROCK INC	86,468	$101M	0.1%	$991.05	+11.9%	COM	09290D101
VRTX	VERTEX PHARMACEUTICALS INC	254,096	$99.51M	0.1%	$228.96	+82.5%	COM	92532F100
ELV	ELEVANCE HEALTH INC FORMERLY	307,343	$99.31M	0.1%	$382.46	-19.4%	COM	036752103
GXO	GXO LOGISTICS INCORPORATED	1,850,000	$97.85M	0.1%	$54.85	-6.3%	COMMON STOCK	36262G101
TECK	TECK RESOURCES LTD	2,223,000	$97.57M	0.1%	$46.73	-22.2%	CL B	878742204
T	AT&T INC	3,450,014	$97.43M	0.1%	$16.12	+74.1%	COM	00206R102
LOW	LOWES COS INC	383,605	$96.4M	0.1%	$181.04	+34.9%	COM	548661107
LKQ	LKQ CORP	3,154,500	$96.34M	0.1%	$38.70	-16.4%	COM	501889208
ABNB	AIRBNB INC	791,071	$96.05M	0.1%	$138.48	-6.6%	COM CL A	009066101
GEV	GE VERNOVA INC	154,872	$95.23M	0.1%	$293.39	+106.4%	COM	36828A101
CHKP	CHECK POINT SOFTWARE TECH LT	459,460	$95.07M	0.1%	$126.83	+58.9%	ORD	M22465104
BK	BANK NEW YORK MELLON CORP	869,726	$94.77M	0.1%	$49.35	+105.4%	COM	064058100
GE	GE AEROSPACE	310,031	$93.26M	0.1%	$177.58	+53.6%	COM NEW	369604301
MIR	MIRION TECHNOLOGIES INC	4,005,200	$93.16M	0.1%	$9.34	+131.5%	COM CL A	60471A101
HIG	HARTFORD INSURANCE GROUP INC	695,207	$92.73M	0.1%	$94.34	+35.0%	COM	416515104
ELF	E L F BEAUTY INC	692,730	$91.77M	0.1%	$151.79	-18.7%	COM	26856L103
DELL	DELL TECHNOLOGIES INC	645,973	$91.58M	0.1%	$114.34	+13.0%	CL C	24703L202
DIS	DISNEY WALT CO	799,741	$91.57M	0.1%	$120.79	-3.2%	COM	254687106
SEE	SEALED AIR CORP NEW	2,552,629	$90.24M	0.1%	$33.67	-6.2%	COM	81211K100
VRT	VERTIV HOLDINGS CO	581,060	$87.66M	0.1%	$81.58	+63.4%	COM CL A	92537N108
HSIC	HENRY SCHEIN INC	1,299,571	$86.25M	0.1%	$70.94	-2.4%	COM	806407102
RGLD	ROYAL GOLD INC	424,129	$85.07M	0.1%	$165.43	+4.5%	COM	780287108
FTDR	FRONTDOOR INC	1,210,600	$81.46M	0.1%	$33.10	+83.9%	COM	35905A109
WFC	WELLS FARGO CO NEW	941,892	$78.95M	0.1%	$50.93	+58.0%	COM	949746101
CPAY	CORPAY INC	272,817	$78.59M	0.1%	$308.23	+3.4%	COM SHS	219948106
ILMN	ILLUMINA INC	825,491	$78.4M	0.1%	$138.96	-28.6%	COM	452327109
AXON	AXON ENTERPRISE INC	108,863	$78.12M	0.1%	$231.65	+227.6%	COM	05464C101
MSCI	MSCI INC	137,651	$78.1M	0.1%	$439.26	+28.1%	COM	55354G100
PHM	PULTE GROUP INC	584,655	$77.25M	0.1%	$56.48	+119.2%	COM	745867101
NBIX	NEUROCRINE BIOSCIENCES INC	547,329	$76.83M	0.1%	$116.43	+16.4%	COM	64125C109
HCA	HCA HEALTHCARE INC	174,820	$74.51M	0.1%	$215.35	+79.5%	COM	40412C101
OKTA	OKTA INC	811,166	$74.38M	0.1%	$102.40	-8.8%	CL A	679295105
UBER	UBER TECHNOLOGIES INC	758,476	$74.31M	0.1%	$58.67	+59.4%	COM	90353T100
CMCSA	COMCAST CORP NEW	2,354,572	$73.98M	0.1%	$44.69	-25.8%	CL A	20030N101
SCHW	SCHWAB CHARLES CORP	761,816	$72.73M	0.1%	$64.44	+46.7%	COM	808513105
ADP	AUTOMATIC DATA PROCESSING IN	246,215	$72.26M	0.1%	$171.61	+73.5%	COM	053015103
CB	CHUBB LIMITED	246,212	$69.5M	0.1%	$164.11	+67.7%	COM	H1467J104
TMUS	T-MOBILE US INC	286,756	$68.64M	0.1%	$144.98	+65.8%	COM	872590104
TXN	TEXAS INSTRS INC	371,039	$68.17M	0.1%	$168.29	+14.9%	COM	882508104
NKE	NIKE INC	972,762	$67.83M	0.1%	$115.10	-35.9%	CL B	654106103
NEE	NEXTERA ENERGY INC	896,241	$67.66M	0.1%	$66.67	+8.3%	COM	65339F101
CAH	CARDINAL HEALTH INC	428,480	$67.25M	0.1%	$50.10	+206.5%	COM	14149Y108
FCX	FREEPORT-MCMORAN INC	1,707,936	$66.99M	0.1%	$34.86	+23.9%	CL B	35671D857
FFIV	F5 INC	203,538	$65.78M	0.1%	$188.68	+65.9%	COM	315616102
CNM	CORE & MAIN INC	1,199,000	$64.54M	0.1%	$31.15	+94.4%	CL A	21874C102
STE	STERIS PLC	256,578	$63.49M	0.1%	$225.58	+5.9%	SHS USD	G8473T100
CGNX	COGNEX CORP	1,400,000	$63.42M	0.1%	$40.92	-1.4%	COM	192422103
LNTH	LANTHEUS HLDGS INC	1,228,743	$63.02M	0.1%	$81.33	-23.2%	COM	516544103
APG	API GROUP CORP	1,833,000	$63M	0.1%	$22.45	+55.5%	COM STK	00187Y100
PYPL	PAYPAL HLDGS INC	933,629	$62.61M	0.1%	$186.97	-62.4%	COM	70450Y103
TSCO	TRACTOR SUPPLY CO	1,092,687	$62.14M	0.1%	$54.03	+8.3%	COM	892356106
S	SENTINELONE INC	3,528,727	$62.14M	0.1%	$23.35	-23.2%	CL A	81730H109
COO	COOPER COS INC	904,029	$61.98M	0.1%	$96.95	-26.9%	COM	216648501
NEM	NEWMONT CORP	732,837	$61.79M	0.1%	$47.42	+46.3%	COM	651639106
DLR	DIGITAL RLTY TR INC	350,583	$60.61M	0.1%	$141.08	+19.5%	COM	253868103
LAUR	LAUREATE EDUCATION INC	1,885,949	$59.48M	0.1%	$14.72	+78.0%	COMMON STOCK	518613203
COF	CAPITAL ONE FINL CORP	275,786	$58.63M	0.1%	$170.43	+27.8%	COM	14040H105
EOG	EOG RES INC	522,773	$58.61M	0.1%	$120.58	-2.2%	COM	26875P101
MDT	MEDTRONIC PLC	609,972	$58.09M	0.1%	$99.11	-7.9%	SHS	G5960L103
GM	GENERAL MTRS CO	934,048	$56.95M	0.1%	$35.07	+58.4%	COM	37045V100
DASH	DOORDASH INC	208,568	$56.73M	0.1%	$112.18	+123.6%	CL A	25809K105
HOOD	ROBINHOOD MKTS INC	384,059	$54.99M	0.1%	$34.70	+214.3%	COM CL A	770700102
RL	RALPH LAUREN CORP	175,000	$54.87M	0.1%	$133.78	+121.5%	CL A	751212101
NICE	NICE LTD	375,700	$54.39M	0.1%	$173.65	—	SPONSORED ADR	653656108
BIRK	BIRKENSTOCK HOLDING PLC	1,200,000	$54.3M	0.1%	$50.99	-4.0%	COM SHS	M2029K104
CNC	CENTENE CORP DEL	1,500,832	$53.55M	0.1%	$67.40	-55.2%	COM	15135B101
CTVA	CORTEVA INC	781,714	$52.87M	0.1%	$54.51	+32.4%	COM	22052L104
—	CYBERARK SOFTWARE LTD	109,200	$52.76M	0.1%	$184.72	—	SHS	M2682V108
LW	LAMB WESTON HLDGS INC	896,835	$52.09M	0.1%	$54.73	-1.0%	COM	513272104
SE	SEA LTD	290,706	$51.96M	0.1%	$124.15	—	SPONSORD ADS	81141R100
MDLZ	MONDELEZ INTL INC	816,568	$51.01M	0.1%	$51.90	+22.2%	CL A	609207105
ALGN	ALIGN TECHNOLOGY INC	406,459	$50.9M	0.1%	$276.07	-43.3%	COM	016255101
URI	UNITED RENTALS INC	53,165	$50.75M	0.1%	$321.09	+176.7%	COM	911363109
SMR	NUSCALE PWR CORP	1,402,050	$50.47M	0.1%	$12.13	+228.4%	CL A COM	67079K100
HASI	HA SUSTAINABLE INFRA CAP INC	1,635,072	$50.2M	0.1%	$34.29	-21.7%	COM	41068X100
WMS	ADVANCED DRAIN SYS INC DEL	361,230	$50.1M	0.1%	$101.66	+28.9%	COM	00790R104
OPCH	OPTION CARE HEALTH INC	1,781,532	$49.46M	0.1%	$28.96	0.0%	COM NEW	68404L201
CME	CME GROUP INC	182,987	$49.44M	0.1%	$225.72	+19.6%	COM	12572Q105
PVH	PVH CORPORATION	588,586	$49.31M	0.0%	$93.86	-16.4%	COM	693656100
PSA	PUBLIC STORAGE OPER CO	168,226	$48.59M	0.0%	$265.78	+5.9%	COM	74460D109
SBUX	STARBUCKS CORP	567,523	$48.01M	0.0%	$92.34	-4.1%	COM	855244109
CTAS	CINTAS CORP	232,881	$47.8M	0.0%	$167.45	+27.1%	COM	172908105
QFIN	QFIN HOLDINGS INC	1,660,064	$47.78M	0.0%	$32.09	—	AMERICAN DEP	88557W101
ADSK	AUTODESK INC	150,211	$47.72M	0.0%	$273.35	+11.5%	COM	052769106
ORLY	OREILLY AUTOMOTIVE INC	440,370	$47.48M	0.0%	$87.00	+15.6%	COM	67103H107
ES	EVERSOURCE ENERGY	662,413	$47.12M	0.0%	$67.27	-4.6%	COM	30040W108
TGT	TARGET CORP	525,244	$47.11M	0.0%	$155.53	-37.8%	COM	87612E106
MMM	3M CO	303,399	$47.08M	0.0%	$105.45	+45.2%	COM	88579Y101
SYY	SYSCO CORP	567,422	$46.72M	0.0%	$69.29	+13.8%	COM	871829107
TNL	TRAVEL PLUS LEISURE CO	774,499	$46.07M	0.0%	$45.12	+31.1%	COM	894164102
REZI	RESIDEO TECHNOLOGIES INC	1,059,757	$45.76M	0.0%	$31.24	0.0%	COM	76118Y104
NSC	NORFOLK SOUTHN CORP	149,900	$45.03M	0.0%	$232.87	+18.5%	COM	655844108
PNC	PNC FINL SVCS GROUP INC	223,018	$44.81M	0.0%	$137.92	+41.9%	COM	693475105
SYK	STRYKER CORPORATION	121,093	$44.76M	0.0%	$331.97	+15.8%	COM	863667101
L	LOEWS CORP	443,106	$44.48M	0.0%	$68.98	+36.9%	COM	540424108
ARM	ARM HOLDINGS PLC	313,000	$44.29M	0.0%	$158.03	—	SPONSORED ADS	042068205
TIC	ACUREN CORP	3,300,000	$43.92M	0.0%	$11.40	0.0%	COM	00510N102
OC	OWENS CORNING NEW	308,991	$43.71M	0.0%	$88.67	+65.5%	COM	690742101
MKC	MCCORMICK & CO INC	648,898	$43.42M	0.0%	$75.47	-8.5%	COM NON VTG	579780206
CMI	CUMMINS INC	102,016	$43.09M	0.0%	$223.20	+70.6%	COM	231021106
HWM	HOWMET AEROSPACE INC	219,518	$43.08M	0.0%	$81.94	+122.3%	COM	443201108
POOL	POOL CORP	138,334	$42.89M	0.0%	$359.53	-13.4%	COM	73278L105
ECG	EVERUS CONSTR GROUP	500,000	$42.88M	0.0%	$60.71	+22.4%	COM	300426103
DCI	DONALDSON INC	514,800	$42.14M	0.0%	$69.30	+8.0%	COM	257651109
RBLX	ROBLOX CORP	297,087	$41.15M	0.0%	$68.11	+82.5%	CL A	771049103
HOLX	HOLOGIC INC	596,247	$40.24M	0.0%	$73.41	-9.6%	COM	436440101
SHW	SHERWIN WILLIAMS CO	113,180	$39.19M	0.0%	$269.55	+30.4%	COM	824348106
BX	BLACKSTONE INC	228,859	$39.1M	0.0%	$135.49	+25.1%	COM	09260D107
TRV	TRAVELERS COMPANIES INC	139,838	$39.05M	0.0%	$159.58	+66.6%	COM	89417E109
WCC	WESCO INTL INC	184,400	$39M	0.0%	$177.23	+18.1%	COM	95082P105
GMED	GLOBUS MED INC	679,075	$38.89M	0.0%	$60.35	-4.6%	CL A	379577208
EW	EDWARDS LIFESCIENCES CORP	500,005	$38.89M	0.0%	$84.98	-8.1%	COM	28176E108
VCTR	VICTORY CAP HLDGS INC	600,000	$38.86M	0.0%	$32.03	+111.6%	COM CL A	92645B103
FAST	FASTENAL CO	789,539	$38.72M	0.0%	$32.20	+45.8%	COM	311900104
BKR	BAKER HUGHES COMPANY	783,709	$38.18M	0.0%	$25.99	+68.6%	CL A	05722G100
EXPE	EXPEDIA GROUP INC	176,128	$37.65M	0.0%	$146.46	+36.7%	COM NEW	30212P303
PEG	PUBLIC SVC ENTERPRISE GRP IN	448,896	$37.46M	0.0%	$62.55	+32.2%	COM	744573106
UFPT	UFP TECHNOLOGIES INC	185,005	$36.93M	0.0%	$197.66	+11.3%	COM	902673102
HLT	HILTON WORLDWIDE HLDGS INC	141,637	$36.75M	0.0%	$124.09	+117.7%	COM	43300A203
EQH	EQUITABLE HLDGS INC	722,687	$36.7M	0.0%	$26.32	+99.7%	COM	29452E101
PCAR	PACCAR INC	370,016	$36.38M	0.0%	$64.05	+51.3%	COM	693718108
MPWR	MONOLITHIC PWR SYS INC	39,444	$36.31M	0.0%	$631.88	+27.9%	COM	609839105
IBP	INSTALLED BLDG PRODS INC	147,000	$36.26M	0.0%	$146.43	+61.8%	COM	45780R101
JCI	JOHNSON CTLS INTL PLC	328,350	$36.1M	0.0%	$65.53	+63.1%	SHS	G51502105
AWK	AMERICAN WTR WKS CO INC NEW	257,413	$35.83M	0.0%	$137.66	+1.7%	COM	030420103
PRU	PRUDENTIAL FINL INC	342,652	$35.55M	0.0%	$74.11	+39.3%	COM	744320102
OXY	OCCIDENTAL PETE CORP	751,681	$35.52M	0.0%	$44.74	0.0%	COM	674599105
EXEL	EXELIXIS INC	841,778	$34.77M	0.0%	$22.15	+81.5%	COM	30161Q104
NUE	NUCOR CORP	255,265	$34.57M	0.0%	$101.69	+38.2%	COM	670346105
USB	US BANCORP DEL	713,721	$34.49M	0.0%	$40.24	+15.2%	COM NEW	902973304
EIX	EDISON INTL	621,376	$34.35M	0.0%	$63.27	-16.1%	COM	281020107
WSO	WATSCO INC	84,392	$34.12M	0.0%	$268.54	+59.2%	COM	942622200
UNP	UNION PAC CORP	142,232	$33.62M	0.0%	$189.21	+17.9%	COM	907818108
APTV	APTIV PLC	388,068	$33.46M	0.0%	$63.37	+19.0%	COM SHS	G3265R107
SRE	SEMPRA	368,080	$33.12M	0.0%	$62.12	+28.5%	COM	816851109
FSLR	FIRST SOLAR INC	148,695	$32.79M	0.0%	$148.51	+29.2%	COM	336433107
ED	CONSOLIDATED EDISON INC	325,681	$32.74M	0.0%	$65.88	+50.5%	COM	209115104
PRGS	PROGRESS SOFTWARE CORP	744,226	$32.69M	0.0%	$53.96	-14.6%	COM	743312100
MCO	MOODYS CORP	68,494	$32.64M	0.0%	$284.43	+76.7%	COM	615369105
BIIB	BIOGEN INC	232,439	$32.56M	0.0%	$218.71	-38.2%	COM	09062X103
STLD	STEEL DYNAMICS INC	233,343	$32.54M	0.0%	$61.06	+113.6%	COM	858119100
CLH	CLEAN HARBORS INC	140,000	$32.51M	0.0%	$202.55	+16.9%	COM	184496107
TFC	TRUIST FINL CORP	710,624	$32.49M	0.0%	$42.95	+3.2%	COM	89832Q109
TTWO	TAKE-TWO INTERACTIVE SOFTWAR	125,082	$32.32M	0.0%	$162.77	+45.4%	COM	874054109
IESC	IES HLDGS INC	81,000	$32.21M	0.0%	$301.30	+14.2%	COM	44951W106
AFL	AFLAC INC	288,214	$32.19M	0.0%	$50.31	+107.1%	COM	001055102
KHC	KRAFT HEINZ CO	1,233,854	$32.13M	0.0%	$28.54	-7.2%	COM	500754106
PLUS	EPLUS INC	450,000	$31.95M	0.0%	$72.96	-3.4%	COM	294268107
BDX	BECTON DICKINSON & CO	170,461	$31.91M	0.0%	$224.20	-17.9%	COM	075887109
INCY	INCYTE CORP	371,856	$31.54M	0.0%	$79.98	-1.2%	COM	45337C102
GIS	GENERAL MLS INC	613,375	$30.93M	0.0%	$51.55	-4.0%	COM	370334104
VTR	VENTAS INC	438,929	$30.72M	0.0%	$44.14	+50.3%	COM	92276F100
GRMN	GARMIN LTD	123,852	$30.49M	0.0%	$129.21	+77.3%	SHS	H2906T109
AAON	AAON INC	325,000	$30.37M	0.0%	$82.95	-1.5%	COM PAR $0.004	000360206
FERG	FERGUSON ENTERPRISES INC	134,792	$30.27M	0.0%	$195.76	+14.8%	COMMON STOCK NEW	31488V107
NXPI	NXP SEMICONDUCTORS N V	132,817	$30.25M	0.0%	$172.64	+29.2%	COM	N6596X109
FANG	DIAMONDBACK ENERGY INC	209,495	$29.98M	0.0%	$177.00	-20.4%	COM	25278X109
MEDP	MEDPACE HLDGS INC	58,000	$29.82M	0.0%	$350.93	+24.4%	COM	58506Q109
CCI	CROWN CASTLE INC	307,018	$29.62M	0.0%	$124.19	-20.2%	COM	22822V101
AON	AON PLC	82,916	$29.57M	0.0%	$286.96	+26.0%	SHS CL A	G0403H108
KNSL	KINSALE CAP GROUP INC	69,050	$29.36M	0.0%	$428.38	+5.7%	COM	49714P108
RCL	ROYAL CARIBBEAN GROUP	90,018	$29.13M	0.0%	$224.91	+47.6%	COM	V7780T103
IRM	IRON MTN INC DEL	284,858	$29.04M	0.0%	$51.57	+83.7%	COM	46284V101
AJG	GALLAGHER ARTHUR J & CO	93,691	$29.02M	0.0%	$313.81	-4.3%	COM	363576109
ALNY	ALNYLAM PHARMACEUTICALS INC	63,578	$28.99M	0.0%	$230.31	+76.8%	COM	02043Q107
CVNA	CARVANA CO	76,684	$28.93M	0.0%	$242.55	+47.4%	CL A	146869102
INTR	INTER & CO INC	3,110,899	$28.71M	0.0%	$6.28	+23.5%	CLASS A COM	G4R20B107
CPRT	COPART INC	633,001	$28.47M	0.0%	$38.11	+23.7%	COM	217204106
VRSK	VERISK ANALYTICS INC	112,998	$28.42M	0.0%	$196.02	+39.5%	COM	92345Y106
KR	KROGER CO	418,402	$28.2M	0.0%	$45.80	+50.8%	COM	501044101
UPS	UNITED PARCEL SERVICE INC	337,300	$28.17M	0.0%	$129.15	-31.8%	CL B	911312106
CMG	CHIPOTLE MEXICAN GRILL INC	710,381	$27.84M	0.0%	$61.53	-26.8%	COM	169656105
OSIS	OSI SYSTEMS INC	111,230	$27.72M	0.0%	$188.92	+20.8%	COM	671044105
FDX	FEDEX CORP	117,277	$27.66M	0.0%	$233.01	-2.0%	COM	31428X106
BBY	BEST BUY INC	365,080	$27.61M	0.0%	$89.43	-21.7%	COM	086516101
WDC	WESTERN DIGITAL CORP	228,777	$27.47M	0.0%	$49.87	+63.6%	COM	958102105
PRIM	PRIMORIS SVCS CORP	200,000	$27.47M	0.0%	$107.37	0.0%	COM	74164F103
HUM	HUMANA INC	105,269	$27.39M	0.0%	$418.30	-37.6%	COM	444859102
HSY	HERSHEY CO	145,529	$27.22M	0.0%	$143.05	+25.6%	COM	427866108
LPLA	LPL FINL HLDGS INC	80,487	$26.78M	0.0%	$327.52	+10.7%	COM	50212V100
EQT	EQT CORP	490,192	$26.68M	0.0%	$43.40	+21.2%	COM	26884L109
CBOE	CBOE GLOBAL MKTS INC	108,403	$26.59M	0.0%	$193.49	+24.2%	COM	12503M108
KMB	KIMBERLY-CLARK CORP	211,457	$26.29M	0.0%	$116.06	+9.3%	COM	494368103
MAA	MID-AMER APT CMNTYS INC	188,067	$26.28M	0.0%	$120.89	+18.0%	COM	59522J103
TTC	TORO CO	344,000	$26.21M	0.0%	$71.37	+7.4%	COM	891092108
CSL	CARLISLE COS INC	79,669	$26.21M	0.0%	$229.97	+64.5%	COM	142339100
PAYX	PAYCHEX INC	205,512	$26.05M	0.0%	$115.04	+19.2%	COM	704326107
SPG	SIMON PPTY GROUP INC NEW	138,378	$25.97M	0.0%	$87.57	+93.0%	COM	828806109
TRMB	TRIMBLE INC	317,542	$25.93M	0.0%	$69.57	+17.3%	COM	896239100
THC	TENET HEALTHCARE CORP	127,383	$25.86M	0.0%	$163.50	+8.5%	COM NEW	88033G407
CARR	CARRIER GLOBAL CORPORATION	432,698	$25.83M	0.0%	$38.48	+75.8%	COM	14448C104
NLY	ANNALY CAPITAL MANAGEMENT IN	1,265,371	$25.57M	0.0%	$18.18	—	COM NEW	035710839
FIS	FIDELITY NATL INFORMATION SV	387,465	$25.55M	0.0%	$110.31	-34.6%	COM	31620M106
CSGP	COSTAR GROUP INC	302,360	$25.51M	0.0%	$79.11	+11.7%	COM	22160N109
MSTR	STRATEGY INC	79,144	$25.5M	0.0%	$364.26	+1.9%	CL A NEW	594972408
BMRN	BIOMARIN PHARMACEUTICAL INC	466,943	$25.29M	0.0%	$80.68	-29.1%	COM	09061G101
MNST	MONSTER BEVERAGE CORP NEW	373,614	$25.15M	0.0%	$57.75	+8.1%	COM	61174X109
KDP	KEURIG DR PEPPER INC	982,249	$25.06M	0.0%	$33.05	-6.8%	COM	49271V100
ACIW	ACI WORLDWIDE INC	474,446	$25.04M	0.0%	$39.09	+20.9%	COM	004498101
CF	CF INDS HLDGS INC	275,445	$24.71M	0.0%	$79.83	+10.7%	COM	125269100
DD	DUPONT DE NEMOURS INC	315,994	$24.62M	0.0%	$28.76	+8.3%	COM	26614N102
EXR	EXTRA SPACE STORAGE INC	171,931	$24.23M	0.0%	$122.88	+14.4%	COM	30225T102
IDXX	IDEXX LABS INC	37,832	$24.17M	0.0%	$506.85	+19.8%	COM	45168D104
MTD	METTLER TOLEDO INTERNATIONAL	19,685	$24.17M	0.0%	$1277.49	-1.9%	COM	592688105
PCTY	PAYLOCITY HLDG CORP	150,400	$23.95M	0.0%	$190.19	-6.9%	COM	70438V106
PODD	INSULET CORP	77,488	$23.92M	0.0%	$260.60	+20.2%	COM	45784P101
MTCH	MATCH GROUP INC NEW	668,100	$23.6M	0.0%	$37.33	-5.0%	COM	57667L107
BRC	BRADY CORP	300,000	$23.41M	0.0%	$57.79	+27.1%	CL A	104674106
YUM	YUM BRANDS INC	150,844	$22.93M	0.0%	$103.76	+40.8%	COM	988498101
RXO	RXO INC	1,490,000	$22.92M	0.0%	$19.46	-17.2%	COMMON STOCK	74982T103
GEN	GEN DIGITAL INC	797,305	$22.64M	0.0%	$21.41	+38.8%	COM	668771108
HPQ	HP INC	829,512	$22.59M	0.0%	$24.18	+8.1%	COM	40434L105
OTIS	OTIS WORLDWIDE CORP	246,953	$22.58M	0.0%	$74.11	+21.6%	COM	68902V107
RKLB	ROCKET LAB CORP	470,480	$22.54M	0.0%	$45.36	0.0%	COM	773121108
SNA	SNAP ON INC	64,462	$22.34M	0.0%	$211.91	+52.8%	COM	833034101
CSX	CSX CORP	625,005	$22.19M	0.0%	$30.14	+12.6%	COM	126408103
DECK	DECKERS OUTDOOR CORP	217,503	$22.05M	0.0%	$113.64	-4.0%	COM	243537107
ITW	ILLINOIS TOOL WKS INC	84,355	$22M	0.0%	$189.52	+35.8%	COM	452308109
WDAY	WORKDAY INC	90,858	$21.87M	0.0%	$230.48	+0.3%	CL A	98138H101
ADM	ARCHER DANIELS MIDLAND CO	365,400	$21.83M	0.0%	$49.56	+16.5%	COM	039483102
WY	WEYERHAEUSER CO MTN BE	873,001	$21.64M	0.0%	$29.05	-13.3%	COM NEW	962166104
NTES	NETEASE INC	142,100	$21.6M	0.0%	$137.28	—	SPONSORED ADS	64110W102
MOH	MOLINA HEALTHCARE INC	110,592	$21.16M	0.0%	$225.36	-18.3%	COM	60855R100
A	AGILENT TECHNOLOGIES INC	164,020	$21.05M	0.0%	$119.90	+0.5%	COM	00846U101
MKL	MARKEL GROUP INC	10,904	$20.84M	0.0%	$1825.64	+7.4%	COM	570535104
WBD	WARNER BROS DISCOVERY INC	1,065,445	$20.81M	0.0%	$16.31	-16.5%	COM SER A	934423104
ANF	ABERCROMBIE & FITCH CO	242,468	$20.74M	0.0%	$75.86	+23.0%	CL A	002896207
—	KELLANOVA	252,161	$20.68M	0.0%	$55.06	+42.8%	COM	487836108
SBRA	SABRA HEALTH CARE REIT INC	1,106,800	$20.63M	0.0%	$18.44	—	COM	78573L106
ARLO	ARLO TECHNOLOGIES INC	1,200,000	$20.34M	0.0%	$9.15	+85.8%	COM	04206A101
DSGR	DISTRIBUTION SOLUTIONS GRP I	675,000	$20.3M	0.0%	$25.39	+20.2%	COM	520776105
THR	THERMON GROUP HLDGS INC	758,000	$20.25M	0.0%	$29.02	-7.4%	COM	88362T103
PPG	PPG INDS INC	190,346	$20.01M	0.0%	$125.48	-12.3%	COM	693506107
RF	REGIONS FINANCIAL CORP NEW	747,289	$19.71M	0.0%	$16.80	+52.0%	COM	7591EP100
APD	AIR PRODS & CHEMS INC	71,869	$19.6M	0.0%	$250.77	+13.9%	COM	009158106
AMH	AMERICAN HOMES 4 RENT	578,438	$19.23M	0.0%	$36.28	—	CL A	02665T306
BWMN	BOWMAN CONSULTING GROUP LTD	450,000	$19.06M	0.0%	$25.47	+47.1%	COM	103002101
SITM	SITIME CORP	63,200	$19.04M	0.0%	$180.88	+28.2%	COM	82982T106
VRNS	VARONIS SYS INC	328,309	$18.87M	0.0%	$51.74	+7.2%	COM	922280102
INVH	INVITATION HOMES INC	636,001	$18.65M	0.0%	$30.80	-1.9%	COM	46187W107
ENPH	ENPHASE ENERGY INC	525,398	$18.59M	0.0%	$153.65	-75.8%	COM	29355A107
ATKR	ATKORE INC	296,206	$18.58M	0.0%	$141.70	-54.6%	COM	047649108
ELS	EQUITY LIFESTYLE PPTYS INC	305,305	$18.53M	0.0%	$66.34	—	COM	29472R108
MAR	MARRIOTT INTL INC NEW	70,853	$18.45M	0.0%	$159.59	+67.6%	CL A	571903202
ROK	ROCKWELL AUTOMATION INC	52,257	$18.27M	0.0%	$239.89	+43.2%	COM	773903109
DG	DOLLAR GEN CORP NEW	173,814	$17.96M	0.0%	$137.38	-20.7%	COM	256677105
VRRM	VERRA MOBILITY CORP	723,400	$17.87M	0.0%	$15.08	+63.9%	CL A COM STK	92511U102
HPE	HEWLETT PACKARD ENTERPRISE C	723,489	$17.77M	0.0%	$12.76	+71.4%	COM	42824C109
MOS	MOSAIC CO NEW	510,983	$17.72M	0.0%	$33.38	+1.7%	COM	61945C103
PTC	PTC INC	86,773	$17.62M	0.0%	$143.56	+42.0%	COM	69370C100
VRSN	VERISIGN INC	62,926	$17.59M	0.0%	$202.38	+37.4%	COM	92343E102
IQV	IQVIA HLDGS INC	92,590	$17.59M	0.0%	$202.41	-10.2%	COM	46266C105
HRB	BLOCK H & R INC	346,150	$17.5M	0.0%	$31.39	+65.7%	COM	093671105
TRU	TRANSUNION	207,166	$17.36M	0.0%	$85.66	+5.7%	COM	89400J107
TEL	TE CONNECTIVITY PLC	78,446	$17.22M	0.0%	$150.15	+33.2%	ORD SHS	G87052109
FICO	FAIR ISAAC CORP	11,463	$17.15M	0.0%	$1177.69	+27.7%	COM	303250104
PFG	PRINCIPAL FINANCIAL GROUP IN	206,073	$17.09M	0.0%	$56.46	+39.3%	COM	74251V102
SLB	SCHLUMBERGER LTD	496,456	$17.06M	0.0%	$34.34	0.0%	COM STK	806857108
SBAC	SBA COMMUNICATIONS CORP NEW	88,062	$17.03M	0.0%	$240.97	-10.9%	CL A	78410G104
REG	REGENCY CTRS CORP	231,660	$16.89M	0.0%	$50.05	+39.8%	COM	758849103
DDOG	DATADOG INC	117,877	$16.79M	0.0%	$93.55	+47.2%	CL A COM	23804L103
ROCK	GIBRALTAR INDS INC	267,101	$16.77M	0.0%	$76.39	-18.1%	COM	374689107
STT	STATE STR CORP	144,221	$16.73M	0.0%	$68.37	+61.0%	COM	857477103
SUI	SUN CMNTYS INC	129,413	$16.69M	0.0%	$134.80	—	COM	866674104
SJM	SMUCKER J M CO	153,323	$16.65M	0.0%	$103.73	+3.1%	COM NEW	832696405
AYI	ACUITY INC	48,277	$16.63M	0.0%	$144.23	+120.8%	COM	00508Y102
GDDY	GODADDY INC	120,943	$16.55M	0.0%	$78.64	+95.7%	CL A	380237107
PAYC	PAYCOM SOFTWARE INC	78,724	$16.39M	0.0%	$312.96	-28.3%	COM	70432V102
GPC	GENUINE PARTS CO	118,059	$16.36M	0.0%	$105.63	+25.3%	COM	372460105
LH	LABCORP HOLDINGS INC	56,920	$16.34M	0.0%	$202.58	+31.7%	COM SHS	504922105
DGX	QUEST DIAGNOSTICS INC	84,863	$16.17M	0.0%	$122.01	+44.8%	COM	74834L100
CCEP	COCA-COLA EUROPACIFIC PARTNE	178,443	$16.13M	0.0%	$44.69	+104.4%	SHS	G25839104
TTD	THE TRADE DESK INC	327,232	$16.04M	0.0%	$82.42	-23.0%	COM CL A	88339J105
AER	AERCAP HOLDINGS NV	128,786	$15.58M	0.0%	$72.67	+60.5%	SHS	N00985106
AME	AMETEK INC	81,892	$15.4M	0.0%	$169.93	+8.0%	COM	031100100
IT	GARTNER INC	57,614	$15.14M	0.0%	$268.12	+8.8%	COM	366651107
DXCM	DEXCOM INC	223,978	$15.07M	0.0%	$90.76	-12.8%	COM	252131107
KIM	KIMCO RLTY CORP	686,403	$15M	0.0%	$17.01	+25.2%	COM	49446R109
IFF	INTERNATIONAL FLAVORS&FRAGRA	242,614	$14.93M	0.0%	$102.51	-33.8%	COM	459506101
WTRG	ESSENTIAL UTILS INC	373,631	$14.91M	0.0%	$42.56	-10.4%	COM	29670G102
ACVA	ACV AUCTIONS INC	1,500,000	$14.87M	0.0%	$14.86	-13.8%	COM CL A	00091G104
DRI	DARDEN RESTAURANTS INC	78,058	$14.86M	0.0%	$116.33	+75.2%	COM	237194105
UNM	UNUM GROUP	188,272	$14.64M	0.0%	$74.94	0.0%	COM	91529Y106
CTSH	COGNIZANT TECHNOLOGY SOLUTIO	218,291	$14.64M	0.0%	$69.67	+3.1%	CL A	192446102
CRH	CRH PLC	122,103	$14.64M	0.0%	$80.19	+31.7%	ORD	G25508105
ONTO	ONTO INNOVATION INC	112,500	$14.54M	0.0%	$189.73	-43.6%	COM	683344105
DLTR	DOLLAR TREE INC	152,921	$14.43M	0.0%	$113.62	-5.8%	COM	256746108
NYAX	NAYAX LTD	300,000	$14.28M	0.0%	$25.21	+84.5%	SHS	M7S750159
EFX	EQUIFAX INC	55,663	$14.28M	0.0%	$225.46	+11.1%	COM	294429105
SKWD	SKYWARD SPECIALTY INS GROUP	300,040	$14.27M	0.0%	$48.56	+3.0%	COM	830940102
WIX	WIX COM LTD	80,224	$14.25M	0.0%	$147.93	+1.7%	SHS	M98068105
RS	RELIANCE INC	50,683	$14.23M	0.0%	$274.01	+9.5%	COM	759509102
COIN	COINBASE GLOBAL INC	41,520	$14.01M	0.0%	$199.90	+69.6%	COM CL A	19260Q107
ARE	ALEXANDRIA REAL ESTATE EQ IN	167,424	$13.95M	0.0%	$114.21	-31.9%	COM	015271109
CUZ	COUSINS PPTYS INC	477,503	$13.82M	0.0%	$29.63	—	COM NEW	222795502
CCL	CARNIVAL CORP	472,869	$13.67M	0.0%	$18.54	+62.9%	UNIT 99/99/9999	143658300
ALLE	ALLEGION PLC	76,580	$13.58M	0.0%	$110.11	+50.0%	ORD SHS	G0176J109
TME	TENCENT MUSIC ENTMT GROUP	570,919	$13.33M	0.0%	$17.52	—	SPON ADS	88034P109
FOR	FORESTAR GROUP INC	500,000	$13.29M	0.0%	$25.47	+0.6%	COM	346232101
CHTR	CHARTER COMMUNICATIONS INC N	48,073	$13.23M	0.0%	$449.07	-32.7%	CL A	16119P108
CHD	CHURCH & DWIGHT CO INC	149,881	$13.13M	0.0%	$84.56	+10.3%	COM	171340102
F	FORD MTR CO	1,092,271	$13.06M	0.0%	$9.65	+17.3%	COM	345370860
MTZ	MASTEC INC	61,100	$13M	0.0%	$125.34	+46.1%	COM	576323109
PSTG	PURE STORAGE INC	154,754	$12.97M	0.0%	$54.44	+22.2%	CL A	74624M102
EG	EVEREST GROUP LTD	37,025	$12.97M	0.0%	$356.26	-5.2%	COM	G3223R108
RIVN	RIVIAN AUTOMOTIVE INC	866,982	$12.73M	0.0%	$15.86	-15.5%	COM CL A	76954A103
WAT	WATERS CORP	42,198	$12.65M	0.0%	$293.58	+2.8%	COM	941848103
WLDN	WILLDAN GROUP INC	127,800	$12.36M	0.0%	$41.99	+125.4%	COM	96924N100
LEN	LENNAR CORP	97,561	$12.3M	0.0%	$95.39	+29.5%	CL A	526057104
FITB	FIFTH THIRD BANCORP	272,595	$12.14M	0.0%	$29.62	+45.3%	COM	316773100
KKR	KKR & CO INC	93,438	$12.14M	0.0%	$84.89	+66.9%	COM	48251W104
LII	LENNOX INTL INC	22,932	$12.14M	0.0%	$272.88	+112.9%	COM	526107107
CPRX	CATALYST PHARMACEUTICALS INC	616,132	$12.14M	0.0%	$23.61	-12.9%	COM	14888U101
RSG	REPUBLIC SVCS INC	52,654	$12.08M	0.0%	$127.92	+82.4%	COM	760759100
HUBB	HUBBELL INC	27,606	$11.88M	0.0%	$311.05	+37.7%	COM	443510607
EVI	EVI INDS INC	375,000	$11.85M	0.0%	$22.04	+17.6%	COM	26929N102
RDDT	REDDIT INC	51,525	$11.85M	0.0%	$187.86	+8.6%	CL A	75734B100
ZBRA	ZEBRA TECHNOLOGIES CORPORATI	39,398	$11.71M	0.0%	$378.09	-15.5%	CL A	989207105
PSN	PARSONS CORP DEL	139,462	$11.56M	0.0%	$77.35	0.0%	COM	70202L102
AVB	AVALONBAY CMNTYS INC	59,084	$11.41M	0.0%	$185.27	+3.2%	COM	053484101
MLYS	MINERALYS THERAPEUTICS INC	299,300	$11.35M	0.0%	$14.49	+49.3%	COM	603170101
BRK/A	BERKSHIRE HATHAWAY INC DEL	15	$11.31M	0.0%	$375636.72	+93.5%	CL A	084670108
HUBS	HUBSPOT INC	24,172	$11.31M	0.0%	$427.32	+17.7%	COM	443573100
BAP	CREDICORP LTD	42,460	$11.31M	0.0%	$190.45	+29.9%	COM	G2519Y108
FUTU	FUTU HLDGS LTD	63,800	$11.1M	0.0%	$134.00	—	SPON ADS CL A	36118L106
—	POLESTAR AUTOMOTIVE HLDG UK	11,758,823	$11.05M	0.0%	$0.79	—	ADS A	731105201
ODFL	OLD DOMINION FREIGHT LINE IN	78,036	$10.99M	0.0%	$155.69	-2.0%	COM	679580100
LAZ	LAZARD INC	207,000	$10.93M	0.0%	$42.21	+27.8%	COM	52110M109
MAS	MASCO CORP	155,019	$10.91M	0.0%	$54.49	+28.3%	COM	574599106
HALO	HALOZYME THERAPEUTICS INC	147,162	$10.79M	0.0%	$42.16	+57.6%	COM	40637H109
APO	APOLLO GLOBAL MGMT INC	80,847	$10.77M	0.0%	$88.68	+58.7%	COM	03769M106
STX	SEAGATE TECHNOLOGY HLDNGS PL	45,581	$10.76M	0.0%	$82.56	+105.6%	ORD SHS	G7997R103
BR	BROADRIDGE FINL SOLUTIONS IN	44,902	$10.69M	0.0%	$196.37	+25.9%	COM	11133T103
SYF	SYNCHRONY FINANCIAL	149,386	$10.61M	0.0%	$42.65	+68.9%	COM	87165B103
BXP	BXP INC	141,798	$10.54M	0.0%	$73.36	-5.6%	COM	101121101
BG	BUNGE GLOBAL SA	129,225	$10.5M	0.0%	$96.04	-17.5%	COM SHS	H11356104
FOX	FOX CORP	179,856	$10.3M	0.0%	$32.19	+63.4%	CL B COM	35137L204
MTH	MERITAGE HOMES CORP	141,885	$10.28M	0.0%	$51.81	+43.4%	COM	59001A102
LYB	LYONDELLBASELL INDUSTRIES N	209,327	$10.27M	0.0%	$71.08	-24.0%	SHS - A -	N53745100
TDY	TELEDYNE TECHNOLOGIES INC	17,496	$10.25M	0.0%	$392.59	+39.5%	COM	879360105
LULU	LULULEMON ATHLETICA INC	57,433	$10.22M	0.0%	$292.12	-31.4%	COM	550021109
NXT	NEXTRACKER INC	136,500	$10.1M	0.0%	$52.51	+22.7%	CLASS A COM	65290E101
GTLB	GITLAB INC	222,700	$10.04M	0.0%	$53.86	-15.1%	CLASS A COM	37637K108
MASI	MASIMO CORP	67,500	$9.96M	0.0%	$159.72	-5.2%	COM	574795100
AKAM	AKAMAI TECHNOLOGIES INC	130,837	$9.912M	0.0%	$95.72	-19.5%	COM	00971T101
LITE	LUMENTUM HLDGS INC	59,600	$9.698M	0.0%	$124.70	0.0%	COM	55024U109
GEHC	GE HEALTHCARE TECHNOLOGIES I	128,689	$9.665M	0.0%	$75.37	-1.1%	COMMON STOCK	36266G107
ACM	AECOM	72,805	$9.499M	0.0%	$84.03	+43.0%	COM	00766T100
KEY	KEYCORP	508,190	$9.498M	0.0%	$15.61	+16.4%	COM	493267108
DOCU	DOCUSIGN INC	131,359	$9.47M	0.0%	$157.01	-50.9%	COM	256163106
FOXA	FOX CORP	149,805	$9.447M	0.0%	$34.21	+68.6%	CL A COM	35137L105
NTAP	NETAPP INC	79,566	$9.425M	0.0%	$76.72	+44.4%	COM	64110D104
NET	CLOUDFLARE INC	43,878	$9.416M	0.0%	$116.73	+74.9%	CL A COM	18915M107
CLX	CLOROX CO DEL	75,890	$9.357M	0.0%	$137.72	-11.2%	COM	189054109
WAB	WABTEC	46,605	$9.343M	0.0%	$81.94	+140.4%	COM	929740108
Z	ZILLOW GROUP INC	119,529	$9.21M	0.0%	$59.15	+38.2%	CL C CAP STK	98954M200
AGCO	AGCO CORP	85,434	$9.147M	0.0%	$112.85	-2.7%	COM	001084102
ZM	ZOOM COMMUNICATIONS INC	109,666	$9.047M	0.0%	$86.10	-9.4%	CL A	98980L101
IEX	IDEX CORP	55,396	$9.016M	0.0%	$186.20	-9.7%	COM	45167R104
CDW	CDW CORP	56,282	$8.965M	0.0%	$172.42	-2.1%	COM	12514G108
ARRY	ARRAY TECHNOLOGIES INC	1,090,431	$8.887M	0.0%	$12.20	-37.9%	COM SHS	04271T100
ESTC	ELASTIC N V	104,504	$8.83M	0.0%	$86.81	-3.0%	ORD SHS	N14506104
HIW	HIGHWOODS PPTYS INC	275,600	$8.77M	0.0%	$41.01	—	COM	431284108
KVUE	KENVUE INC	536,195	$8.702M	0.0%	$20.33	-1.3%	COM	49177J102
DT	DYNATRACE INC	179,426	$8.693M	0.0%	$49.91	+1.4%	COM NEW	268150109
PCH	POTLATCHDELTIC CORPORATION	212,875	$8.675M	0.0%	$38.63	—	COM	737630103
ALAB	ASTERA LABS INC	44,200	$8.654M	0.0%	$164.44	0.0%	COM	04626A103
ENTG	ENTEGRIS INC	92,337	$8.537M	0.0%	$115.77	-26.7%	COM	29362U104
CART	MAPLEBEAR INC	230,200	$8.462M	0.0%	$46.04	0.0%	COM	565394103
ROST	ROSS STORES INC	55,494	$8.457M	0.0%	$111.97	+27.0%	COM	778296103
ICLR	ICON PLC	48,100	$8.418M	0.0%	$279.31	-40.1%	SHS	G4705A100
UAL	UNITED AIRLS HLDGS INC	86,954	$8.391M	0.0%	$74.04	+29.9%	COM	910047109
ON	ON SEMICONDUCTOR CORP	160,973	$7.938M	0.0%	$48.75	+8.0%	COM	682189105
BALL	BALL CORP	155,255	$7.828M	0.0%	$68.17	-21.2%	COM	058498106
WCN	WASTE CONNECTIONS INC	43,582	$7.662M	0.0%	$143.06	+27.1%	COM	94106B101
TSN	TYSON FOODS INC	140,554	$7.632M	0.0%	$62.95	-13.6%	CL A	902494103
NTRA	NATERA INC	45,170	$7.271M	0.0%	$129.65	+22.0%	COM	632307104
NDAQ	NASDAQ INC	82,068	$7.259M	0.0%	$70.65	+30.4%	COM	631103108
ITRI	ITRON INC	58,100	$7.237M	0.0%	$123.21	+3.2%	COM	465741106
GLW	CORNING INC	87,976	$7.217M	0.0%	$45.50	+42.8%	COM	219350105
BLDR	BUILDERS FIRSTSOURCE INC	59,242	$7.183M	0.0%	$122.64	+8.2%	COM	12008R107
O	REALTY INCOME CORP	117,599	$7.149M	0.0%	$51.96	+9.5%	COM	756109104
HRL	HORMEL FOODS CORP	288,642	$7.141M	0.0%	$40.09	-31.9%	COM	440452100
EPR	EPR PPTYS	123,007	$7.136M	0.0%	$47.11	—	COM SH BEN INT	26884U109
HBAN	HUNTINGTON BANCSHARES INC	412,270	$7.12M	0.0%	$12.29	+36.8%	COM	446150104
ATO	ATMOS ENERGY CORP	41,351	$7.061M	0.0%	$109.43	+46.3%	COM	049560105
NTRS	NORTHERN TR CORP	52,073	$7.009M	0.0%	$97.38	+30.8%	COM	665859104
DOCS	DOXIMITY INC	93,683	$6.853M	0.0%	$30.75	+112.0%	CL A	26622P107
WTW	WILLIS TOWERS WATSON PLC LTD	19,800	$6.84M	0.0%	$231.10	+39.4%	SHS	G96629103
TWLO	TWILIO INC	67,538	$6.76M	0.0%	$105.11	+7.1%	CL A	90138F102
CNH	CNH INDL N V	604,786	$6.562M	0.0%	$10.55	+15.8%	SHS	N20944109
JKHY	HENRY JACK & ASSOC INC	43,548	$6.486M	0.0%	$173.22	-4.7%	COM	426281101
MYRG	MYR GROUP INC DEL	30,900	$6.428M	0.0%	$102.12	+82.7%	COM	55405W104
BAX	BAXTER INTL INC	280,482	$6.387M	0.0%	$39.49	-36.1%	COM	071813109
RNW	RENEW ENERGY GLOBAL PLC	802,400	$6.178M	0.0%	$8.08	-5.9%	CL A SHS	G7500M104
JBL	JABIL INC	28,446	$6.178M	0.0%	$159.76	+36.2%	COM	466313103
ASUR	ASURE SOFTWARE INC	750,000	$6.15M	0.0%	$11.53	-22.5%	COM	04649U102
KBH	KB HOME	95,667	$6.088M	0.0%	$35.80	+67.3%	COM	48666K109
DAL	DELTA AIR LINES INC DEL	106,598	$6.049M	0.0%	$37.58	+51.2%	COM NEW	247361702
TER	TERADYNE INC	43,402	$5.974M	0.0%	$123.99	-12.0%	COM	880770102
HEI/A	HEICO CORP NEW	23,400	$5.946M	0.0%	$249.84	0.0%	CL A	422806208
SHLS	SHOALS TECHNOLOGIES GROUP IN	797,445	$5.909M	0.0%	$11.26	-45.4%	CL A	82489W107
CRBG	COREBRIDGE FINL INC	179,285	$5.746M	0.0%	$27.30	+23.5%	COM	21871X109
NSA	NATIONAL STORAGE AFFILIATES	190,000	$5.742M	0.0%	$44.36	—	COM SHS BEN IN	637870106
WEX	WEX INC	35,300	$5.561M	0.0%	$203.96	-18.9%	COM	96208T104
TDG	TRANSDIGM GROUP INC	4,206	$5.544M	0.0%	$1364.80	0.0%	COM	893641100
RJF	RAYMOND JAMES FINL INC	31,598	$5.454M	0.0%	$132.78	+24.0%	COM	754730109
XYZ	BLOCK INC	74,312	$5.371M	0.0%	$125.78	-40.5%	CL A	852234103
BLD	TOPBUILD CORP	13,520	$5.284M	0.0%	$190.34	+109.7%	COM	89055F103
YUMC	YUM CHINA HLDGS INC	120,972	$5.192M	0.0%	$54.88	-17.2%	COM	98850P109
ENSG	ENSIGN GROUP INC	30,000	$5.183M	0.0%	$159.32	0.0%	COM	29358P101
OMC	OMNICOM GROUP INC	63,039	$5.14M	0.0%	$63.40	+17.2%	COM	681919106
IP	INTERNATIONAL PAPER CO	109,884	$5.099M	0.0%	$39.42	+21.8%	COM	460146103
SLG	SL GREEN RLTY CORP	84,808	$5.072M	0.0%	$81.18	—	COM	78440X887
EQR	EQUITY RESIDENTIAL	76,584	$4.957M	0.0%	$62.65	+2.2%	SH BEN INT	29476L107
BNTX	BIONTECH SE	49,900	$4.921M	0.0%	$104.90	—	SPONSORED ADS	09075V102
FCNCA	FIRST CTZNS BANCSHARES INC D	2,739	$4.901M	0.0%	$1446.93	+36.0%	CL A	31946M103
SMCI	SUPER MICRO COMPUTER INC	99,423	$4.766M	0.0%	$36.64	+30.3%	COM NEW	86800U302
COLD	AMERICOLD REALTY TRUST INC	381,000	$4.663M	0.0%	$37.81	—	COM	03064D108
TAP	MOLSON COORS BEVERAGE CO	98,386	$4.452M	0.0%	$43.40	+11.8%	CL B	60871R209
TROW	PRICE T ROWE GROUP INC	42,379	$4.35M	0.0%	$98.17	+4.7%	COM	74144T108
DBX	DROPBOX INC	141,470	$4.274M	0.0%	$25.36	+12.8%	CL A	26210C104
FTV	FORTIVE CORP	87,200	$4.272M	0.0%	$50.72	-3.0%	COM	34959J108
GPN	GLOBAL PMTS INC	51,177	$4.252M	0.0%	$127.42	-34.3%	COM	37940X102
XP	XP INC	221,900	$4.17M	0.0%	$17.93	0.0%	CL A	G98239109
WPC	WP CAREY INC	60,596	$4.094M	0.0%	$68.15	—	COM	92936U109
STZ	CONSTELLATION BRANDS INC	30,298	$4.08M	0.0%	$164.37	-4.2%	CL A	21036P108
ESS	ESSEX PPTY TR INC	14,893	$3.986M	0.0%	$218.26	+21.5%	COM	297178105
AMRC	AMERESCO INC	116,000	$3.895M	0.0%	$22.88	0.0%	CL A	02361E108
JBHT	HUNT J B TRANS SVCS INC	29,014	$3.893M	0.0%	$153.57	-6.7%	COM	445658107
MCHP	MICROCHIP TECHNOLOGY INC.	59,762	$3.838M	0.0%	$69.33	-3.5%	COM	595017104
PHIN	PHINIA INC	66,752	$3.837M	0.0%	$36.95	+45.0%	COMMON STOCK	71880K101
CAG	CONAGRA BRANDS INC	201,468	$3.689M	0.0%	$26.95	-30.7%	COM	205887102
WSM	WILLIAMS SONOMA INC	18,740	$3.663M	0.0%	$155.70	+22.2%	COM	969904101
ZBH	ZIMMER BIOMET HOLDINGS INC	36,892	$3.634M	0.0%	$123.38	-20.1%	COM	98956P102
FNF	FIDELITY NATIONAL FINANCIAL	59,338	$3.589M	0.0%	$40.36	+36.5%	COM SHS	31620R303
DOV	DOVER CORP	21,474	$3.583M	0.0%	$174.65	+2.3%	COM	260003108
CNXC	CONCENTRIX CORP	76,300	$3.521M	0.0%	$52.36	0.0%	COM	20602D101
H	HYATT HOTELS CORP	24,285	$3.447M	0.0%	$141.57	+1.1%	COM CL A	448579102
GRAB	GRAB HOLDINGS LIMITED	561,954	$3.383M	0.0%	$5.25	+1.2%	CLASS A ORD	G4124C109
KRC	KILROY RLTY CORP	79,884	$3.375M	0.0%	$57.67	—	COM	49427F108
NWSA	NEWS CORP NEW	108,505	$3.332M	0.0%	$21.19	+39.5%	CL A	65249B109
ORA	ORMAT TECHNOLOGIES INC	34,363	$3.307M	0.0%	$83.28	+8.1%	COM	686688102
ZS	ZSCALER INC	10,740	$3.218M	0.0%	$200.91	+41.9%	COM	98980G102
GEF	GREIF INC	53,600	$3.203M	0.0%	$63.55	0.0%	CL A	397624107
VIPS	VIPSHOP HLDGS LTD	156,723	$3.078M	0.0%	$21.81	—	SPONSORED ADS A	92763W103
DOC	HEALTHPEAK PROPERTIES INC	159,215	$3.049M	0.0%	$21.02	-16.9%	COM	42250P103
BEKE	KE HLDGS INC	157,493	$2.992M	0.0%	$22.55	—	SPONSORED ADS	482497104
GLPI	GAMING & LEISURE PPTYS INC	63,265	$2.949M	0.0%	$46.64	—	COM	36467J108
CRMD	CORMEDIX INC	250,000	$2.908M	0.0%	$11.04	+9.5%	COM	21900C308
WST	WEST PHARMACEUTICAL SVSC INC	10,423	$2.734M	0.0%	$343.89	-29.4%	COM	955306105
SOLV	SOLVENTUM CORP	36,908	$2.694M	0.0%	$60.61	+20.9%	COM SHS	83444M101
EL	LAUDER ESTEE COS INC	30,021	$2.645M	0.0%	$188.08	-53.0%	CL A	518439104
SOFI	SOFI TECHNOLOGIES INC	97,945	$2.588M	0.0%	$23.73	0.0%	COM	83406F102
NIO	NIO INC	338,889	$2.582M	0.0%	$16.39	—	SPON ADS	62914V106
—	DYNAVAX TECHNOLOGIES CORP	256,700	$2.549M	0.0%	$12.33	—	COM NEW	268158201
FWONK	LIBERTY MEDIA CORP DEL	23,732	$2.479M	0.0%	$92.03	—	COM LBTY ONE S C	531229755
BZ	KANZHUN LIMITED	104,182	$2.434M	0.0%	$20.51	—	SPONSORED ADS	48553T106
ZTO	ZTO EXPRESS CAYMAN INC	123,880	$2.378M	0.0%	$28.96	—	SPONSORED ADS A	98980A105
IBKR	INTERACTIVE BROKERS GROUP IN	34,080	$2.345M	0.0%	$47.28	+32.8%	COM CL A	45841N107
FMC	FMC CORP	69,500	$2.337M	0.0%	$102.01	-62.6%	COM NEW	302491303
UHAL/B	U HAUL HOLDING COMPANY	44,817	$2.281M	0.0%	$55.02	-3.2%	COM SER N	023586506
ACI	ALBERTSONS COS INC	122,948	$2.153M	0.0%	$19.28	-0.2%	COMMON STOCK	013091103
TW	TRADEWEB MKTS INC	18,250	$2.025M	0.0%	$133.53	-3.7%	CL A	892672106
SVRA	SAVARA INC	550,000	$1.964M	0.0%	$2.96	0.0%	COM	805111101
AMN	AMN HEALTHCARE SVCS INC	99,500	$1.926M	0.0%	$80.21	-75.6%	COM	001744101
SW	SMURFIT WESTROCK PLC	44,304	$1.886M	0.0%	$43.84	+2.7%	SHS	G8267P108
MTB	M & T BK CORP	9,462	$1.87M	0.0%	$127.55	+51.9%	COM	55261F104
CHRW	C H ROBINSON WORLDWIDE INC	14,030	$1.858M	0.0%	$84.29	+38.2%	COM NEW	12541W209
HTHT	H WORLD GROUP LTD	46,569	$1.821M	0.0%	$51.41	—	SPONSORED ADS	44332N106
UDR	UDR INC	47,669	$1.776M	0.0%	$35.04	+9.9%	COM	902653104
IAC	IAC INC	51,808	$1.765M	0.0%	$128.89	-71.1%	COM NEW	44891N208
NTNX	NUTANIX INC	23,514	$1.749M	0.0%	$71.98	+2.0%	CL A	67059N108
ARES	ARES MANAGEMENT CORPORATION	10,864	$1.737M	0.0%	$155.27	+14.8%	CL A COM STK	03990B101
CG	CARLYLE GROUP INC	26,842	$1.683M	0.0%	$38.17	+61.1%	COM	14316J108
TOST	TOAST INC	44,997	$1.643M	0.0%	$38.53	+12.7%	CL A	888787108
CIB	GRUPO CIBEST SA	31,200	$1.621M	0.0%	$46.19	—	SPON ADS	40090E106
HY	HYSTER-YALE INC	42,934	$1.583M	0.0%	$46.26	-17.2%	CL A	449172105
MLM	MARTIN MARIETTA MATLS INC	2,507	$1.58M	0.0%	$545.44	+9.0%	COM	573284106
SNAP	SNAP INC	193,431	$1.491M	0.0%	$13.55	-38.8%	CL A	83304A106
VERA	VERA THERAPEUTICS INC	50,000	$1.453M	0.0%	$23.13	0.0%	CL A	92337R101
EXPD	EXPEDITORS INTL WASH INC	11,709	$1.435M	0.0%	$103.85	+13.9%	COM	302130109
PDM	PIEDMONT REALTY TRUST INC	138,437	$1.246M	0.0%	$11.14	—	COM CL A	720190206
EDU	NEW ORIENTAL ED & TECHNOLOGY	23,451	$1.245M	0.0%	$24.58	—	SPON ADR	647581206
DVA	DAVITA INC	9,294	$1.235M	0.0%	$111.11	+23.6%	COM	23918K108
RVTY	REVVITY INC	13,389	$1.174M	0.0%	$133.30	-31.9%	COM	714046109
AFYA	AFYA LTD	70,000	$1.092M	0.0%	$15.33	0.0%	CL A COM	G01125106
IOT	SAMSARA INC	28,609	$1.066M	0.0%	$42.75	-13.1%	COM CL A	79589L106
DPZ	DOMINOS PIZZA INC	2,461	$1.062M	0.0%	$370.64	+21.6%	COM	25754A201
ST	SENSATA TECHNOLOGIES HLDG PL	34,000	$1.039M	0.0%	$46.46	-32.0%	SHS	G8060N102
DKS	DICKS SPORTING GOODS INC	4,568	$1.015M	0.0%	$119.39	+80.5%	COM	253393102
EVR	EVERCORE INC	3,000	$1.012M	0.0%	$99.55	+213.4%	CLASS A	29977A105
BURL	BURLINGTON STORES INC	3,956	$1.007M	0.0%	$280.68	-3.2%	COM	122017106
ROL	ROLLINS INC	16,530	$971K	0.0%	$40.06	+41.3%	COM	775711104
ATHM	AUTOHOME INC	33,686	$962K	0.0%	$57.19	—	SP ADS RP CL A	05278C107
WRB	BERKLEY W R CORP	12,376	$948K	0.0%	$38.22	+83.2%	COM	084423102
BVN	COMPANIA DE MINAS BUENAVENTU	37,200	$905K	0.0%	$8.73	—	SPONSORED ADR	204448104
OMF	ONEMAIN HLDGS INC	16,000	$903K	0.0%	$58.15	+1.5%	COM	68268W103
TAL	TAL EDUCATION GROUP	79,941	$895K	0.0%	$11.20	—	SPONSORED ADS	874080104
NVR	NVR INC	84	$675K	0.0%	$4905.66	+62.1%	COM	62944T105
VMC	VULCAN MATLS CO	1,900	$584K	0.0%	$166.46	+70.2%	COM	929160109
GLOB	GLOBANT S A	9,400	$539K	0.0%	$184.05	-60.0%	COM	L44385109
AFRM	AFFIRM HLDGS INC	6,928	$506K	0.0%	$76.10	0.0%	COM CL A	00827B106
CINF	CINCINNATI FINL CORP	3,151	$498K	0.0%	$84.81	+77.1%	COM	172062101
ERIE	ERIE INDTY CO	1,400	$445K	0.0%	$367.79	-6.5%	CL A	29530P102
ANGI	ANGI INC	27,204	$442K	0.0%	$14.45	+18.7%	CL A NEW	00183L201
MSA	MSA SAFETY INC	2,396	$412K	0.0%	$172.87	0.0%	COM	553498106
AIOT	POWERFLEET INC	78,147	$409K	0.0%	$4.62	0.0%	COM	73931J109
DRS	LEONARDO DRS INC	8,544	$388K	0.0%	$43.41	0.0%	COM	52661A108
MRCY	MERCURY SYS INC	4,665	$361K	0.0%	$62.18	0.0%	COM	589378108
AVAV	AEROVIRONMENT INC	1,142	$360K	0.0%	$258.71	0.0%	COM	008073108
—	AMCOR PLC	42,718	$349K	0.0%	$9.32	-3.8%	ORD	G0250X107
SCL	STEPAN CO	7,201	$343K	0.0%	$123.89	-58.1%	COM	858586100
ALRM	ALARM COM HLDGS INC	5,573	$296K	0.0%	$55.80	0.0%	COM	011642105
JOYY	JOYY INC	5,000	$293K	0.0%	$49.52	—	ADS REPSTG COM A	46591M109
CW	CURTISS WRIGHT CORP	441	$239K	0.0%	$492.21	0.0%	COM	231561101
MOMO	HELLO GROUP INC	31,500	$234K	0.0%	$9.18	—	ADS	423403104
BF/B	BROWN FORMAN CORP	8,511	$230K	0.0%	$56.75	-49.6%	CL B	115637209
DOW	DOW INC	8,055	$185K	0.0%	$46.23	-47.4%	COM	260557103
CRI	CARTERS INC	6,463	$182K	0.0%	$84.79	-66.6%	COM	146229109
FDS	FACTSET RESH SYS INC	185	$53,001	0.0%	$317.27	+19.7%	COM	303075105