Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
LQD	ISHARES TR	3,384,300	$357M	8.3%	$134.01	—	IBOXX INV CP ETF	464287242
VCIT	VANGUARD SCOTTSDALE FDS	4,263,600	$330M	7.7%	$95.06	—	INT-TERM CORP	92206C870
VCLT	VANGUARD SCOTTSDALE FDS	3,087,650	$234M	5.4%	$106.54	—	LG-TERM COR BD	92206C813
MSFT	MICROSOFT CORP	774,947	$186M	4.3%	$111.62	+109.7%	COM	594918104
AAPL	APPLE INC	1,085,859	$141M	3.3%	$99.34	+41.6%	COM	037833100
IGLB	ISHARES TR	1,307,100	$65.08M	1.5%	$70.41	—	10+ YR INVST GRD	464289511
UNH	UNITEDHEALTH GROUP INC	111,711	$59.23M	1.4%	$295.92	+69.1%	COM	91324P102
JNJ	JOHNSON & JOHNSON	293,601	$51.86M	1.2%	$109.26	+43.8%	COM	478160104
LLY	LILLY ELI & CO	134,184	$49.09M	1.1%	$201.83	+71.3%	COM	532457108
MRK	MERCK & CO INC	431,102	$47.83M	1.1%	$63.84	+45.4%	COM	58933Y105
PG	PROCTER AND GAMBLE CO	295,584	$44.8M	1.0%	$93.00	+39.6%	COM	742718109
AMZN	AMAZON COM INC	514,439	$43.21M	1.0%	$121.23	-18.5%	COM	023135106
XOM	EXXON MOBIL CORP	360,486	$39.76M	0.9%	$61.68	+56.1%	COM	30231G102
INDA	ISHARES TR	942,340	$39.33M	0.9%	$39.72	—	MSCI INDIA ETF	46429B598
HD	HOME DEPOT INC	121,052	$38.24M	0.9%	$172.44	+63.1%	COM	437076102
PEP	PEPSICO INC	197,669	$35.71M	0.8%	$100.54	+60.0%	COM	713448108
BRK/B	BERKSHIRE HATHAWAY INC DEL	115,095	$35.55M	0.8%	$225.80	+31.5%	CL B NEW	084670702
GOOGL	ALPHABET INC	398,582	$35.17M	0.8%	$107.66	-12.4%	CAP STK CL A	02079K305
NVDA	NVIDIA CORPORATION	233,697	$34.15M	0.8%	$17.13	-14.5%	COM	67066G104
CSCO	CISCO SYS INC	711,504	$33.9M	0.8%	$38.07	+8.9%	COM	17275R102
KO	COCA COLA CO	527,652	$33.56M	0.8%	$38.61	+42.2%	COM	191216100
MCD	MCDONALDS CORP	124,132	$32.71M	0.8%	$165.48	+48.2%	COM	580135101
WMT	WALMART INC	229,941	$32.6M	0.8%	$37.40	+22.1%	COM	931142103
BMY	BRISTOL-MYERS SQUIBB CO	451,155	$32.46M	0.8%	$53.87	+21.1%	COM	110122108
JPM	JPMORGAN CHASE & CO	235,727	$31.61M	0.7%	$74.49	+57.9%	COM	46625H100
PFE	PFIZER INC	616,902	$31.61M	0.7%	$31.98	+25.7%	COM	717081103
VZ	VERIZON COMMUNICATIONS INC	798,469	$31.46M	0.7%	$38.06	-19.2%	COM	92343V104
CVX	CHEVRON CORP NEW	174,877	$31.39M	0.7%	$89.41	+71.4%	COM	166764100
NEE	NEXTERA ENERGY INC	333,233	$27.86M	0.6%	$59.95	+23.1%	COM	65339F101
ACN	ACCENTURE PLC IRELAND	104,264	$27.82M	0.6%	$173.49	+52.2%	SHS CLASS A	G1151C101
COST	COSTCO WHSL CORP NEW	58,344	$26.63M	0.6%	$255.92	+83.2%	COM	22160K105
GILD	GILEAD SCIENCES INC	309,983	$26.61M	0.6%	$54.52	+29.8%	COM	375558103
ABT	ABBOTT LABS	241,721	$26.54M	0.6%	$82.09	+18.9%	COM	002824100
IBM	INTERNATIONAL BUSINESS MACHS	179,361	$25.27M	0.6%	$110.04	+11.8%	COM	459200101
GOOG	ALPHABET INC	283,892	$25.19M	0.6%	$108.94	-13.0%	CAP STK CL C	02079K107
KEYS	KEYSIGHT TECHNOLOGIES INC	138,924	$23.77M	0.6%	$133.08	+28.1%	COM	49338L103
MA	MASTERCARD INCORPORATED	66,396	$23.09M	0.5%	$157.50	+105.3%	CL A	57636Q104
WM	WASTE MGMT INC DEL	146,011	$22.91M	0.5%	$100.35	+52.6%	COM	94106L109
REGN	REGENERON PHARMACEUTICALS	31,054	$22.41M	0.5%	$521.71	+40.7%	COM	75886F107
TXN	TEXAS INSTRS INC	131,685	$21.76M	0.5%	$110.52	+37.4%	COM	882508104
AMGN	AMGEN INC	82,352	$21.63M	0.5%	$169.15	+43.5%	COM	031162100
V	VISA INC	103,475	$21.5M	0.5%	$103.26	+90.8%	COM CL A	92826C839
SPGI	S&P GLOBAL INC	63,084	$21.13M	0.5%	$317.96	+1.0%	COM	78409V104
GIS	GENERAL MLS INC	249,944	$20.96M	0.5%	$50.84	+43.5%	COM	370334104
BAC	BANK AMERICA CORP	620,199	$20.54M	0.5%	$22.31	+42.2%	COM	060505104
DHR	DANAHER CORPORATION	77,302	$20.52M	0.5%	$145.33	+57.0%	COM	235851102
MRSH	MARSH & MCLENNAN COS INC	123,092	$20.37M	0.5%	$97.32	+60.2%	COM	571748102
ABBV	ABBVIE INC	121,514	$19.64M	0.5%	$88.19	+55.6%	COM	00287Y109
DUK	DUKE ENERGY CORP NEW	188,665	$19.43M	0.4%	$73.74	+15.0%	COM NEW	26441C204
INTU	INTUIT	46,797	$18.21M	0.4%	$306.25	+27.0%	COM	461202103
TSLA	TESLA INC	144,634	$17.82M	0.4%	$223.41	-15.2%	COM	88160R101
PAYX	PAYCHEX INC	150,342	$17.37M	0.4%	$70.38	+51.4%	COM	704326107
TMO	THERMO FISHER SCIENTIFIC INC	30,173	$16.62M	0.4%	$301.95	+73.9%	COM	883556102
T	AT&T INC	882,362	$16.24M	0.4%	$15.87	-4.8%	COM	00206R102
ORCL	ORACLE CORP	196,898	$16.09M	0.4%	$57.67	+26.9%	COM	68389X105
VRTX	VERTEX PHARMACEUTICALS INC	52,594	$15.19M	0.4%	$222.78	+36.8%	COM	92532F100
MSCI	MSCI INC	32,579	$15.15M	0.4%	$312.80	+43.5%	COM	55354G100
DG	DOLLAR GEN CORP NEW	61,257	$15.08M	0.3%	$169.81	+37.3%	COM	256677105
BSX	BOSTON SCIENTIFIC CORP	321,347	$14.87M	0.3%	$38.72	+11.8%	COM	101137107
MSI	MOTOROLA SOLUTIONS INC	56,983	$14.69M	0.3%	$137.58	+75.2%	COM NEW	620076307
KR	KROGER CO	323,896	$14.44M	0.3%	$31.96	+34.1%	COM	501044101
ADP	AUTOMATIC DATA PROCESSING IN	60,193	$14.38M	0.3%	$156.97	+45.9%	COM	053015103
RSG	REPUBLIC SVCS INC	108,191	$13.96M	0.3%	$78.66	+63.0%	COM	760759100
ADBE	ADOBE SYSTEMS INCORPORATED	40,886	$13.76M	0.3%	$393.34	-18.7%	COM	00724F101
—	BLACKROCK INC	18,955	$13.43M	0.3%	$559.25	—	COM	09247X101
HSY	HERSHEY CO	54,646	$12.65M	0.3%	$127.09	+66.9%	COM	427866108
PSA	PUBLIC STORAGE	44,573	$12.49M	0.3%	$187.41	+36.9%	COM	74460D109
AVGO	BROADCOM INC	22,114	$12.36M	0.3%	$29.84	+59.6%	COM	11135F101
AMT	AMERICAN TOWER CORP NEW	58,144	$12.32M	0.3%	$211.21	-11.6%	COM	03027X100
DIS	DISNEY WALT CO	140,959	$12.25M	0.3%	$114.50	-18.4%	COM	254687106
CRM	SALESFORCE INC	90,849	$12.05M	0.3%	$177.80	-18.9%	COM	79466L302
PGR	PROGRESSIVE CORP	91,346	$11.85M	0.3%	$78.36	+47.6%	COM	743315103
IDXX	IDEXX LABS INC	28,951	$11.81M	0.3%	$301.90	+28.6%	COM	45168D104
MCK	MCKESSON CORP	31,293	$11.74M	0.3%	$285.78	+28.5%	COM	58155Q103
WCN	WASTE CONNECTIONS INC	88,345	$11.71M	0.3%	$101.27	+31.6%	COM	94106B101
ELV	ELEVANCE HEALTH INC	22,566	$11.58M	0.3%	$315.72	+53.4%	COM	036752103
ISRG	INTUITIVE SURGICAL INC	43,096	$11.44M	0.3%	$298.91	-18.4%	COM NEW	46120E602
GS	GOLDMAN SACHS GROUP INC	33,134	$11.38M	0.3%	$193.40	+66.3%	COM	38141G104
UNP	UNION PAC CORP	54,523	$11.29M	0.3%	$119.10	+59.7%	COM	907818108
MDLZ	MONDELEZ INTL INC	169,306	$11.28M	0.3%	$47.17	+23.0%	CL A	609207105
CMCSA	COMCAST CORP NEW	317,019	$11.09M	0.3%	$30.08	-0.1%	CL A	20030N101
WEC	WEC ENERGY GROUP INC	117,608	$11.03M	0.3%	$68.74	+20.3%	COM	92939U106
TMUS	T-MOBILE US INC	78,259	$10.96M	0.3%	$108.76	+27.6%	COM	872590104
APH	AMPHENOL CORP NEW	143,882	$10.96M	0.3%	$32.43	+13.4%	CL A	032095101
MS	MORGAN STANLEY	128,227	$10.9M	0.3%	$45.75	+67.9%	COM NEW	617446448
LOW	LOWES COS INC	53,994	$10.76M	0.2%	$100.01	+88.2%	COM	548661107
VYM	VANGUARD WHITEHALL FDS	97,908	$10.59M	0.2%	$96.42	—	HIGH DIV YLD	921946406
ZTS	ZOETIS INC	71,533	$10.48M	0.2%	$99.54	+43.9%	CL A	98978V103
MTUM	ISHARES TR	70,661	$10.31M	0.2%	$149.94	—	MSCI USA MMENTM	46432F396
—	KELLOGG CO	143,743	$10.24M	0.2%	$55.28	+10.2%	COM	487836108
—	LINDE PLC	30,478	$9.941M	0.2%	$213.44	—	SHS	G5494J103
FICO	FAIR ISAAC CORP	16,207	$9.701M	0.2%	$418.91	+25.6%	COM	303250104
AEE	AMEREN CORP	108,686	$9.664M	0.2%	$63.53	+19.9%	COM	023608102
AXP	AMERICAN EXPRESS CO	64,639	$9.55M	0.2%	$89.52	+59.0%	COM	025816109
QCOM	QUALCOMM INC	84,479	$9.288M	0.2%	$66.55	+63.6%	COM	747525103
DPZ	DOMINOS PIZZA INC	26,125	$9.05M	0.2%	$417.98	-20.0%	COM	25754A201
SLB	SCHLUMBERGER LTD	169,126	$9.041M	0.2%	$34.14	+35.0%	COM STK	806857108
FTNT	FORTINET INC	183,705	$8.981M	0.2%	$57.21	-8.9%	COM	34959E109
NEM	NEWMONT CORP	187,404	$8.845M	0.2%	$43.72	-6.6%	COM	651639106
INTC	INTEL CORP	331,581	$8.764M	0.2%	$45.72	-41.7%	COM	458140100
AMD	ADVANCED MICRO DEVICES INC	134,864	$8.735M	0.2%	$73.68	-10.4%	COM	007903107
CRL	CHARLES RIV LABS INTL INC	39,694	$8.649M	0.2%	$317.43	-31.2%	COM	159864107
UPS	UNITED PARCEL SERVICE INC	48,618	$8.452M	0.2%	$111.88	+32.3%	CL B	911312106
KMI	KINDER MORGAN INC DEL	463,502	$8.38M	0.2%	$14.69	+3.3%	COM	49456B101
COR	AMERISOURCEBERGEN CORP	49,078	$8.133M	0.2%	$90.53	+69.5%	COM	03073E105
CL	COLGATE PALMOLIVE CO	102,479	$8.074M	0.2%	$65.22	+6.9%	COM	194162103
BDX	BECTON DICKINSON & CO	31,690	$8.059M	0.2%	$190.38	+17.3%	COM	075887109
AMAT	APPLIED MATLS INC	82,497	$8.034M	0.2%	$62.32	+49.7%	COM	038222105
META	META PLATFORMS INC	65,804	$7.919M	0.2%	$143.18	-18.6%	CL A	30303M102
COP	CONOCOPHILLIPS	66,899	$7.894M	0.2%	$46.57	+134.9%	COM	20825C104
DE	DEERE & CO	18,333	$7.86M	0.2%	$230.63	+68.5%	COM	244199105
D	DOMINION ENERGY INC	125,446	$7.692M	0.2%	$62.55	-14.2%	COM	25746U109
CAT	CATERPILLAR INC	31,704	$7.595M	0.2%	$108.79	+89.9%	COM	149123101
ARMK	ARAMARK	183,529	$7.587M	0.2%	$18.31	+44.9%	COM	03852U106
ED	CONSOLIDATED EDISON INC	79,416	$7.569M	0.2%	$63.39	+28.8%	COM	209115104
WFC	WELLS FARGO CO NEW	183,129	$7.561M	0.2%	$40.55	+0.7%	COM	949746101
RMD	RESMED INC	36,232	$7.541M	0.2%	$195.88	+9.0%	COM	761152107
CB	CHUBB LIMITED	34,029	$7.507M	0.2%	$138.92	+43.9%	COM	H1467J104
CI	CIGNA CORP NEW	22,142	$7.337M	0.2%	$223.54	+33.7%	COM	125523100
HUBS	HUBSPOT INC	25,236	$7.296M	0.2%	$506.99	-44.1%	COM	443573100
SBUX	STARBUCKS CORP	73,541	$7.295M	0.2%	$69.60	+25.8%	COM	855244109
EWY	ISHARES INC	129,000	$7.286M	0.2%	$49.48	—	MSCI STH KOR ETF	464286772
SCHW	SCHWAB CHARLES CORP	87,313	$7.27M	0.2%	$36.99	+100.6%	COM	808513105
CME	CME GROUP INC	42,638	$7.17M	0.2%	$136.43	+10.6%	COM	12572Q105
MMM	3M CO	59,306	$7.112M	0.2%	$116.90	-22.4%	COM	88579Y101
AON	AON PLC	23,567	$7.073M	0.2%	$216.22	+32.1%	SHS CL A	G0403H108
AWK	AMERICAN WTR WKS CO INC NEW	46,318	$7.06M	0.2%	$114.22	+18.0%	COM	030420103
PODD	INSULET CORP	23,978	$7.059M	0.2%	$252.73	+9.1%	COM	45784P101
CDNS	CADENCE DESIGN SYSTEM INC	43,340	$6.962M	0.2%	$114.68	+39.4%	COM	127387108
SJM	SMUCKER J M CO	43,276	$6.858M	0.2%	$106.77	+25.0%	COM NEW	832696405
DOW	DOW INC	135,731	$6.839M	0.2%	$46.78	-13.4%	COM	260557103
AJG	GALLAGHER ARTHUR J & CO	36,189	$6.823M	0.2%	$95.71	+89.7%	COM	363576109
SO	SOUTHERN CO	93,534	$6.679M	0.2%	$46.48	+28.3%	COM	842587107
SYK	STRYKER CORPORATION	26,889	$6.574M	0.2%	$217.74	+0.9%	COM	863667101
AKAM	AKAMAI TECHNOLOGIES INC	77,627	$6.544M	0.2%	$107.07	-18.7%	COM	00971T101
KDP	KEURIG DR PEPPER INC	181,974	$6.489M	0.2%	$30.15	+13.7%	COM	49271V100
NKE	NIKE INC	55,057	$6.442M	0.1%	$64.05	+48.8%	CL B	654106103
PM	PHILIP MORRIS INTL INC	62,738	$6.35M	0.1%	$73.52	+10.6%	COM	718172109
TJX	TJX COS INC NEW	78,898	$6.28M	0.1%	$45.22	+56.4%	COM	872540109
CBOE	CBOE GLOBAL MKTS INC	49,608	$6.224M	0.1%	$120.50	-1.1%	COM	12503M108
CVS	CVS HEALTH CORP	66,603	$6.207M	0.1%	$73.14	+17.5%	COM	126650100
PRU	PRUDENTIAL FINL INC	62,317	$6.198M	0.1%	$64.02	+35.5%	COM	744320102
NOW	SERVICENOW INC	15,953	$6.194M	0.1%	$72.42	+7.9%	COM	81762P102
AEP	AMERICAN ELEC PWR CO INC	65,153	$6.186M	0.1%	$65.00	+24.5%	COM	025537101
SNPS	SYNOPSYS INC	19,312	$6.166M	0.1%	$302.49	+3.5%	COM	871607107
EW	EDWARDS LIFESCIENCES CORP	82,095	$6.125M	0.1%	$70.86	+8.8%	COM	28176E108
ODFL	OLD DOMINION FREIGHT LINE IN	21,431	$6.082M	0.1%	$103.09	+35.4%	COM	679580100
TSCO	TRACTOR SUPPLY CO	26,716	$6.01M	0.1%	$39.49	+1.8%	COM	892356106
ORLY	OREILLY AUTOMOTIVE INC	7,105	$5.997M	0.1%	$34.04	+58.0%	COM	67103H107
AZO	AUTOZONE INC	2,409	$5.941M	0.1%	$1376.19	+75.6%	COM	053332102
EXPD	EXPEDITORS INTL WASH INC	57,022	$5.926M	0.1%	$116.29	-14.8%	COM	302130109
—	ACTIVISION BLIZZARD INC	76,598	$5.864M	0.1%	$76.98	—	COM	00507V109
CSX	CSX CORP	187,282	$5.802M	0.1%	$27.56	+4.2%	COM	126408103
CHD	CHURCH & DWIGHT CO INC	71,424	$5.757M	0.1%	$72.82	+1.5%	COM	171340102
JKHY	HENRY JACK & ASSOC INC	32,744	$5.749M	0.1%	$147.00	+20.5%	COM	426281101
—	LAM RESEARCH CORP	13,454	$5.655M	0.1%	$352.19	—	COM	512807108
HRL	HORMEL FOODS CORP	123,460	$5.624M	0.1%	$40.26	+4.1%	COM	440452100
CTSH	COGNIZANT TECHNOLOGY SOLUTIO	97,403	$5.57M	0.1%	$68.43	-18.6%	CL A	192446102
PNC	PNC FINL SVCS GROUP INC	34,995	$5.527M	0.1%	$123.39	+12.8%	COM	693475105
ADM	ARCHER DANIELS MIDLAND CO	58,024	$5.388M	0.1%	$49.16	+70.2%	COM	039483102
EOG	EOG RES INC	41,314	$5.351M	0.1%	$85.10	+38.5%	COM	26875P101
BR	BROADRIDGE FINL SOLUTIONS IN	39,616	$5.314M	0.1%	$137.04	-1.8%	COM	11133T103
CCI	CROWN CASTLE INC	39,047	$5.296M	0.1%	$102.21	+11.2%	COM	22822V101
—	PIONEER NAT RES CO	23,052	$5.265M	0.1%	$148.58	—	COM	723787107
EMR	EMERSON ELEC CO	54,784	$5.263M	0.1%	$62.81	+34.6%	COM	291011104
LNG	CHENIERE ENERGY INC	34,849	$5.226M	0.1%	$91.90	+82.1%	COM NEW	16411R208
ADI	ANALOG DEVICES INC	31,529	$5.172M	0.1%	$74.04	+99.5%	COM	032654105
EQIX	EQUINIX INC	7,829	$5.128M	0.1%	$450.18	+28.6%	COM	29444U700
BK	BANK NEW YORK MELLON CORP	109,962	$5.005M	0.1%	$36.99	+6.1%	COM	064058100
ERIE	ERIE INDTY CO	19,914	$4.953M	0.1%	$191.37	+28.2%	CL A	29530P102
NSC	NORFOLK SOUTHN CORP	20,031	$4.936M	0.1%	$158.13	+39.4%	COM	655844108
CTVA	CORTEVA INC	83,219	$4.892M	0.1%	$50.16	+21.9%	COM	22052L104
AFL	AFLAC INC	67,276	$4.84M	0.1%	$35.11	+78.0%	COM	001055102
EL	LAUDER ESTEE COS INC	19,377	$4.808M	0.1%	$165.62	+27.4%	CL A	518439104
CMS	CMS ENERGY CORP	75,774	$4.799M	0.1%	$50.40	+6.2%	COM	125896100
APD	AIR PRODS & CHEMS INC	15,393	$4.745M	0.1%	$198.97	+30.4%	COM	009158106
PEG	PUBLIC SVC ENTERPRISE GRP IN	75,923	$4.652M	0.1%	$51.41	+1.4%	COM	744573106
PLD	PROLOGIS INC.	40,313	$4.544M	0.1%	$66.93	+49.7%	COM	74340W103
CTAS	CINTAS CORP	10,059	$4.543M	0.1%	$69.85	+50.6%	COM	172908105
C	CITIGROUP INC	99,674	$4.508M	0.1%	$48.84	-17.0%	COM NEW	172967424
MPC	MARATHON PETE CORP	37,979	$4.42M	0.1%	$42.71	+149.2%	COM	56585A102
IQV	IQVIA HLDGS INC	21,548	$4.415M	0.1%	$141.12	+43.7%	COM	46266C105
—	ANSYS INC	18,144	$4.383M	0.1%	$233.65	—	COM	03662Q105
PYPL	PAYPAL HLDGS INC	61,048	$4.348M	0.1%	$83.22	-4.0%	COM	70450Y103
AME	AMETEK INC	30,794	$4.303M	0.1%	$115.55	+12.3%	COM	031100100
ES	EVERSOURCE ENERGY	51,120	$4.286M	0.1%	$66.12	+4.3%	COM	30040W108
TFC	TRUIST FINL CORP	99,588	$4.285M	0.1%	$38.50	-3.7%	COM	89832Q109
FAST	FASTENAL CO	89,852	$4.252M	0.1%	$22.55	+0.4%	COM	311900104
EA	ELECTRONIC ARTS INC	33,667	$4.113M	0.1%	$113.21	+9.1%	COM	285512109
A	AGILENT TECHNOLOGIES INC	27,475	$4.112M	0.1%	$107.57	+29.9%	COM	00846U101
TGT	TARGET CORP	27,523	$4.102M	0.1%	$147.38	-4.4%	COM	87612E106
—	TE CONNECTIVITY LTD	35,653	$4.093M	0.1%	$93.17	—	SHS	H84989104
USB	US BANCORP DEL	93,355	$4.071M	0.1%	$34.28	+7.1%	COM NEW	902973304
TT	TRANE TECHNOLOGIES PLC	23,909	$4.019M	0.1%	$141.29	+12.8%	SHS	G8994E103
CMI	CUMMINS INC	16,329	$3.956M	0.1%	$134.03	+64.7%	COM	231021106
VLO	VALERO ENERGY CORP	31,042	$3.938M	0.1%	$66.83	+70.7%	COM	91913Y100
MDT	MEDTRONIC PLC	50,294	$3.909M	0.1%	$67.30	+9.2%	SHS	G5960L103
BIIB	BIOGEN INC	14,086	$3.901M	0.1%	$298.72	-5.5%	COM	09062X103
NXPI	NXP SEMICONDUCTORS N V	24,448	$3.864M	0.1%	$156.01	-4.3%	COM	N6596X109
WELL	WELLTOWER INC	58,012	$3.803M	0.1%	$70.75	-15.7%	COM	95040Q104
HUM	HUMANA INC	7,418	$3.799M	0.1%	$257.98	+96.9%	COM	444859102
ETN	EATON CORP PLC	23,849	$3.743M	0.1%	$75.58	+94.4%	SHS	G29183103
MET	METLIFE INC	51,699	$3.741M	0.1%	$34.45	+89.0%	COM	59156R108
OKTA	OKTA INC	54,457	$3.721M	0.1%	$190.61	-70.0%	CL A	679295105
KMB	KIMBERLY-CLARK CORP	27,380	$3.717M	0.1%	$103.24	+9.2%	COM	494368103
TREX	TREX CO INC	86,670	$3.669M	0.1%	$75.13	-39.6%	COM	89531P105
SBAC	SBA COMMUNICATIONS CORP NEW	13,073	$3.664M	0.1%	$283.31	-7.0%	CL A	78410G104
TEAM	ATLASSIAN CORPORATION	28,219	$3.631M	0.1%	$159.19	0.0%	CL A	049468101
MELI	MERCADOLIBRE INC	4,273	$3.616M	0.1%	$729.87	+22.0%	COM	58733R102
DOCS	DOXIMITY INC	106,219	$3.565M	0.1%	$44.64	-31.6%	CL A	26622P107
ITW	ILLINOIS TOOL WKS INC	16,071	$3.54M	0.1%	$156.39	+26.3%	COM	452308109
FISV	FISERV INC	34,892	$3.527M	0.1%	$74.91	+33.0%	COM	337738108
AIG	AMERICAN INTL GROUP INC	55,762	$3.526M	0.1%	$50.10	+8.2%	COM NEW	026874784
BKNG	BOOKING HOLDINGS INC	1,726	$3.478M	0.1%	$2028.81	-7.9%	COM	09857L108
NFLX	NETFLIX INC	11,781	$3.474M	0.1%	$37.78	-25.7%	COM	64110L106
AES	AES CORP	120,555	$3.467M	0.1%	$18.89	+24.8%	COM	00130H105
CPB	CAMPBELL SOUP CO	60,894	$3.456M	0.1%	$41.59	+13.3%	COM	134429109
HLT	HILTON WORLDWIDE HLDGS INC	27,282	$3.447M	0.1%	$115.74	+12.8%	COM	43300A203
VRSK	VERISK ANALYTICS INC	19,397	$3.422M	0.1%	$142.05	+21.2%	COM	92345Y106
FHN	FIRST HORIZON CORPORATION	138,595	$3.396M	0.1%	$21.53	0.0%	COM	320517105
ICE	INTERCONTINENTAL EXCHANGE IN	32,940	$3.379M	0.1%	$69.86	+36.7%	COM	45866F104
KHC	KRAFT HEINZ CO	82,382	$3.354M	0.1%	$32.44	+0.2%	COM	500754106
MCO	MOODYS CORP	12,032	$3.352M	0.1%	$292.54	-8.9%	COM	615369105
ULTA	ULTA BEAUTY INC	7,063	$3.313M	0.1%	$288.74	+49.4%	COM	90384S303
MO	ALTRIA GROUP INC	72,089	$3.295M	0.1%	$33.81	+3.6%	COM	02209S103
CLX	CLOROX CO DEL	23,295	$3.269M	0.1%	$165.92	-22.9%	COM	189054109
CARR	CARRIER GLOBAL CORPORATION	79,199	$3.267M	0.1%	$32.90	+18.2%	COM	14448C104
DGX	QUEST DIAGNOSTICS INC	20,686	$3.236M	0.1%	$86.02	+57.3%	COM	74834L100
EIDO	ISHARES TR	144,000	$3.224M	0.1%	$22.38	—	MSCI INDONIA ETF	46429B309
DOV	DOVER CORP	23,793	$3.222M	0.1%	$102.04	+25.2%	COM	260003108
TRV	TRAVELERS COMPANIES INC	17,163	$3.218M	0.1%	$107.02	+58.2%	COM	89417E109
BAH	BOOZ ALLEN HAMILTON HLDG COR	30,230	$3.16M	0.1%	$70.72	+38.2%	CL A	099502106
JCI	JOHNSON CTLS INTL PLC	49,195	$3.148M	0.1%	$36.33	+58.8%	SHS	G51502105
ALGN	ALIGN TECHNOLOGY INC	14,912	$3.145M	0.1%	$224.83	-11.0%	COM	016255101
FE	FIRSTENERGY CORP	74,130	$3.109M	0.1%	$33.24	+3.4%	COM	337932107
DXCM	DEXCOM INC	27,448	$3.108M	0.1%	$83.40	+31.6%	COM	252131107
CBRE	CBRE GROUP INC	40,384	$3.108M	0.1%	$80.90	-8.7%	CL A	12504L109
—	ARISTA NETWORKS INC	24,978	$3.031M	0.1%	$112.71	—	COM	040413106
MTD	METTLER TOLEDO INTERNATIONAL	2,080	$3.007M	0.1%	$954.68	+40.2%	COM	592688105
HPQ	HP INC	111,661	$3M	0.1%	$17.76	+38.2%	COM	40434L105
XEL	XCEL ENERGY INC	42,772	$2.999M	0.1%	$37.95	+57.0%	COM	98389B100
DTE	DTE ENERGY CO	25,513	$2.999M	0.1%	$95.32	+6.5%	COM	233331107
CTRA	COTERRA ENERGY INC	120,845	$2.969M	0.1%	$19.86	+22.5%	COM	127097103
OXY	OCCIDENTAL PETE CORP	46,903	$2.954M	0.1%	$25.75	+151.3%	COM	674599105
DLR	DIGITAL RLTY TR INC	29,208	$2.929M	0.1%	$111.73	-18.3%	COM	253868103
ROL	ROLLINS INC	80,141	$2.928M	0.1%	$35.21	+6.0%	COM	775711104
OKE	ONEOK INC NEW	44,553	$2.927M	0.1%	$50.33	+3.9%	COM	682680103
ROP	ROPER TECHNOLOGIES INC	6,728	$2.907M	0.1%	$324.09	+24.6%	COM	776696106
MRVL	MARVELL TECHNOLOGY INC	77,464	$2.869M	0.1%	$46.38	-13.1%	COM	573874104
WDAY	WORKDAY INC	17,109	$2.863M	0.1%	$178.18	-12.5%	CL A	98138H101
MRNA	MODERNA INC	15,891	$2.854M	0.1%	$175.23	-6.7%	COM	60770K107
O	REALTY INCOME CORP	44,519	$2.824M	0.1%	$48.27	+8.2%	COM	756109104
PH	PARKER-HANNIFIN CORP	9,567	$2.784M	0.1%	$138.70	+98.6%	COM	701094104
MU	MICRON TECHNOLOGY INC	55,700	$2.784M	0.1%	$48.81	+10.3%	COM	595112103
—	BUNGE LIMITED	27,328	$2.727M	0.1%	$86.16	—	COM	G16962105
PFG	PRINCIPAL FINANCIAL GROUP IN	32,252	$2.707M	0.1%	$61.74	+24.1%	COM	74251V102
INCY	INCYTE CORP	32,844	$2.638M	0.1%	$77.72	-1.5%	COM	45337C102
MCHP	MICROCHIP TECHNOLOGY INC.	37,407	$2.628M	0.1%	$59.09	+8.1%	COM	595017104
GWW	GRAINGER W W INC	4,723	$2.627M	0.1%	$339.70	+61.5%	COM	384802104
SHW	SHERWIN WILLIAMS CO	10,838	$2.572M	0.1%	$240.82	-6.7%	COM	824348106
SRE	SEMPRA	16,479	$2.547M	0.1%	$41.98	+66.3%	COM	816851109
—	JUNIPER NETWORKS INC	79,677	$2.546M	0.1%	$35.69	—	COM	48203R104
HCA	HCA HEALTHCARE INC	10,589	$2.541M	0.1%	$122.20	+78.5%	COM	40412C101
WTW	WILLIS TOWERS WATSON PLC LTD	10,316	$2.523M	0.1%	$150.76	+45.4%	SHS	G96629103
ADSK	AUTODESK INC	13,378	$2.5M	0.1%	$155.21	+29.3%	COM	052769106
FIS	FIDELITY NATL INFORMATION SV	36,690	$2.489M	0.1%	$112.41	-41.8%	COM	31620M106
MDB	MONGODB INC	12,588	$2.478M	0.1%	$177.99	0.0%	CL A	60937P106
HEI	HEICO CORP NEW	16,069	$2.469M	0.1%	$139.97	+11.2%	COM	422806109
PANW	PALO ALTO NETWORKS INC	17,604	$2.456M	0.1%	$82.41	-2.6%	COM	697435105
CNC	CENTENE CORP DEL	29,828	$2.446M	0.1%	$78.21	+4.4%	COM	15135B101
GRMN	GARMIN LTD	26,350	$2.432M	0.1%	$90.22	-8.4%	SHS	H2906T109
IT	GARTNER INC	7,201	$2.421M	0.1%	$151.62	+112.8%	COM	366651107
CMG	CHIPOTLE MEXICAN GRILL INC	1,744	$2.42M	0.1%	$23.19	+28.9%	COM	169656105
DOC	HEALTHPEAK PROPERTIES INC	95,585	$2.396M	0.1%	$23.94	-16.0%	COM	42250P103
OTIS	OTIS WORLDWIDE CORP	30,370	$2.378M	0.1%	$47.95	+46.3%	COM	68902V107
DVN	DEVON ENERGY CORP NEW	38,344	$2.359M	0.1%	$49.30	+20.4%	COM	25179M103
HBAN	HUNTINGTON BANCSHARES INC	167,050	$2.355M	0.1%	$12.30	+1.6%	COM	446150104
LULU	LULULEMON ATHLETICA INC	7,251	$2.323M	0.1%	$284.36	+15.7%	COM	550021109
GE	GENERAL ELECTRIC CO	27,281	$2.286M	0.1%	$57.30	-15.6%	COM NEW	369604301
VTR	VENTAS INC	50,491	$2.275M	0.1%	$46.64	-19.1%	COM	92276F100
WAT	WATERS CORP	6,633	$2.272M	0.1%	$183.29	+72.6%	COM	941848103
LNN	LINDSAY CORP	13,849	$2.255M	0.1%	$158.89	0.0%	COM	535555106
—	APTIV PLC	23,675	$2.205M	0.1%	$105.68	—	SHS	G6095L109
YUM	YUM BRANDS INC	17,198	$2.203M	0.1%	$82.33	+38.5%	COM	988498101
UBER	UBER TECHNOLOGIES INC	88,803	$2.196M	0.1%	$36.79	-25.6%	COM	90353T100
HIG	HARTFORD FINL SVCS GROUP INC	28,957	$2.196M	0.1%	$59.78	+13.2%	COM	416515104
MAR	MARRIOTT INTL INC NEW	14,660	$2.183M	0.1%	$121.37	+22.9%	CL A	571903202
BF/B	BROWN FORMAN CORP	32,986	$2.167M	0.1%	$61.62	+3.3%	CL B	115637209
ROK	ROCKWELL AUTOMATION INC	8,404	$2.165M	0.1%	$173.50	+37.1%	COM	773903109
AMP	AMERIPRISE FINL INC	6,931	$2.158M	0.0%	$88.02	+231.6%	COM	03076C106
NDAQ	NASDAQ INC	35,112	$2.154M	0.0%	$50.45	+18.1%	COM	631103108
HAL	HALLIBURTON CO	54,549	$2.147M	0.0%	$15.43	+113.7%	COM	406216101
LNT	ALLIANT ENERGY CORP	38,589	$2.13M	0.0%	$41.70	+15.3%	COM	018802108
GM	GENERAL MTRS CO	62,303	$2.096M	0.0%	$37.73	-5.2%	COM	37045V100
ZBH	ZIMMER BIOMET HOLDINGS INC	16,292	$2.077M	0.0%	$108.80	+3.7%	COM	98956P102
CSGP	COSTAR GROUP INC	26,811	$2.072M	0.0%	$73.07	+6.9%	COM	22160N109
NTRS	NORTHERN TR CORP	23,207	$2.054M	0.0%	$77.17	+2.2%	COM	665859104
MAA	MID-AMER APT CMNTYS INC	12,990	$2.039M	0.0%	$137.82	0.0%	COM	59522J103
DLTR	DOLLAR TREE INC	14,411	$2.038M	0.0%	$134.58	+10.6%	COM	256746108
EQR	EQUITY RESIDENTIAL	34,130	$2.014M	0.0%	$53.92	+1.4%	SH BEN INT	29476L107
EWA	ISHARES INC	89,640	$1.993M	0.0%	$26.43	—	MSCI AUST ETF	464286103
ECL	ECOLAB INC	13,618	$1.982M	0.0%	$146.47	-3.2%	COM	278865100
FDS	FACTSET RESH SYS INC	4,906	$1.968M	0.0%	$404.94	+2.0%	COM	303075105
UHAL/B	U HAUL HOLDING COMPANY	35,703	$1.963M	0.0%	$57.91	0.0%	COM SER N	023586506
YUMC	YUM CHINA HLDGS INC	35,666	$1.949M	0.0%	$49.03	+3.7%	COM	98850P109
BFAM	BRIGHT HORIZONS FAM SOL IN D	30,400	$1.918M	0.0%	$132.76	-50.7%	COM	109194100
LKQ	LKQ CORP	35,666	$1.905M	0.0%	$45.04	+7.7%	COM	501889208
STE	STERIS PLC	10,204	$1.885M	0.0%	$144.84	+18.0%	SHS USD	G8473T100
PGNY	PROGYNY INC	59,700	$1.86M	0.0%	$42.82	-15.6%	COM	74340E103
ETR	ENTERGY CORP NEW	16,458	$1.852M	0.0%	$31.14	+56.9%	COM	29364G103
HPE	HEWLETT PACKARD ENTERPRISE C	114,519	$1.828M	0.0%	$12.98	+3.8%	COM	42824C109
F	FORD MTR CO DEL	154,783	$1.8M	0.0%	$10.72	-6.1%	COM	345370860
CF	CF INDS HLDGS INC	20,745	$1.767M	0.0%	$88.39	+6.9%	COM	125269100
STZ	CONSTELLATION BRANDS INC	7,556	$1.751M	0.0%	$186.70	+21.1%	CL A	21036P108
WMB	WILLIAMS COS INC	51,507	$1.695M	0.0%	$21.64	+30.5%	COM	969457100
PPG	PPG INDS INC	13,442	$1.69M	0.0%	$113.68	+0.7%	COM	693506107
MKC	MCCORMICK & CO INC	20,386	$1.69M	0.0%	$74.68	+0.2%	COM NON VTG	579780206
JBHT	HUNT J B TRANS SVCS INC	9,555	$1.666M	0.0%	$134.84	+25.5%	COM	445658107
ALNY	ALNYLAM PHARMACEUTICALS INC	6,979	$1.659M	0.0%	$158.88	+34.2%	COM	02043Q107
—	LABORATORY CORP AMER HLDGS	6,888	$1.622M	0.0%	$244.72	—	COM NEW	50540R409
EXR	EXTRA SPACE STORAGE INC	10,937	$1.61M	0.0%	$69.43	+100.5%	COM	30225T102
VICI	VICI PPTYS INC	49,582	$1.606M	0.0%	$25.74	+4.8%	COM	925652109
EXC	EXELON CORP	36,983	$1.599M	0.0%	$23.09	+52.4%	COM	30161N101
UDR	UDR INC	39,835	$1.543M	0.0%	$36.16	-3.9%	COM	902653104
ENPH	ENPHASE ENERGY INC	5,800	$1.537M	0.0%	$171.85	+69.3%	COM	29355A107
ILMN	ILLUMINA INC	7,566	$1.53M	0.0%	$351.11	-41.0%	COM	452327109
MTZ	MASTEC INC	17,914	$1.529M	0.0%	$82.03	0.0%	COM	576323109
PDD	PINDUODUO INC	18,633	$1.52M	0.0%	$63.13	—	SPONSORED ADS	722304102
ACGL	ARCH CAP GROUP LTD	24,070	$1.511M	0.0%	$39.37	+34.8%	ORD	G0450A105
CHGG	CHEGG INC	59,395	$1.501M	0.0%	$25.42	0.0%	COM	163092109
EWT	ISHARES INC	37,300	$1.498M	0.0%	$43.11	—	MSCI TAIWAN ETF	46434G772
DDOG	DATADOG INC	20,144	$1.481M	0.0%	$95.36	-18.1%	CL A COM	23804L103
IP	INTERNATIONAL PAPER CO	42,331	$1.466M	0.0%	$37.84	-20.7%	COM	460146103
CRWD	CROWDSTRIKE HLDGS INC	13,922	$1.466M	0.0%	$195.66	-30.0%	CL A	22788C105
CPT	CAMDEN PPTY TR	13,088	$1.464M	0.0%	$118.27	-14.3%	SH BEN INT	133131102
—	HESS CORP	10,238	$1.452M	0.0%	$45.32	—	COM	42809H107
BCPC	BALCHEM CORP	11,864	$1.449M	0.0%	$127.35	+1.4%	COM	057665200
MLM	MARTIN MARIETTA MATLS INC	4,210	$1.423M	0.0%	$309.80	+8.0%	COM	573284106
BX	BLACKSTONE INC	19,128	$1.419M	0.0%	$64.26	+22.4%	COM	09260D107
KKR	KKR & CO INC	29,975	$1.391M	0.0%	$46.53	+2.2%	COM	48251W104
CHTR	CHARTER COMMUNICATIONS INC N	4,053	$1.374M	0.0%	$351.66	-0.1%	CL A	16119P108
KLAC	KLA CORP	3,561	$1.343M	0.0%	$130.58	+158.8%	COM NEW	482480100
ROST	ROSS STORES INC	11,535	$1.339M	0.0%	$81.09	+21.5%	COM	778296103
CCEP	COCA-COLA EUROPACIFIC PARTNE	24,195	$1.338M	0.0%	$44.16	+3.2%	SHS	G25839104
VMC	VULCAN MATLS CO	7,539	$1.32M	0.0%	$117.53	+42.0%	COM	929160109
ABNB	AIRBNB INC	15,428	$1.319M	0.0%	$113.37	-10.9%	COM CL A	009066101
RJF	RAYMOND JAMES FINL INC	12,296	$1.314M	0.0%	$54.12	+97.7%	COM	754730109
ALB	ALBEMARLE CORP	5,857	$1.27M	0.0%	$226.80	+12.2%	COM	012653101
AVB	AVALONBAY CMNTYS INC	7,853	$1.268M	0.0%	$127.74	+18.7%	COM	053484101
CDW	CDW CORP	7,036	$1.256M	0.0%	$168.86	0.0%	COM	12514G108
FTV	FORTIVE CORP	19,550	$1.256M	0.0%	$40.05	+19.3%	COM	34959J108
VRSN	VERISIGN INC	6,076	$1.248M	0.0%	$216.20	-12.1%	COM	92343E102
DRI	DARDEN RESTAURANTS INC	8,958	$1.239M	0.0%	$125.69	+0.5%	COM	237194105
FCX	FREEPORT-MCMORAN INC	32,441	$1.233M	0.0%	$27.82	+20.4%	CL B	35671D857
EBAY	EBAY INC.	29,470	$1.222M	0.0%	$38.98	0.0%	COM	278642103
FOXA	FOX CORP	39,441	$1.198M	0.0%	$33.56	-12.6%	CL A COM	35137L105
XYZ	BLOCK INC	18,900	$1.188M	0.0%	$127.87	-51.7%	CL A	852234103
STLD	STEEL DYNAMICS INC	12,055	$1.178M	0.0%	$29.76	+208.3%	COM	858119100
SYF	SYNCHRONY FINANCIAL	35,841	$1.178M	0.0%	$41.34	-22.9%	COM	87165B103
GLW	CORNING INC	36,753	$1.174M	0.0%	$27.49	+8.1%	COM	219350105
IR	INGERSOLL RAND INC	21,889	$1.144M	0.0%	$41.58	+22.4%	COM	45687V106
CEG	CONSTELLATION ENERGY CORP	13,077	$1.127M	0.0%	$47.61	+84.2%	COM	21037T109
SYY	SYSCO CORP	14,606	$1.117M	0.0%	$58.11	+27.2%	COM	871829107
BKR	BAKER HUGHES COMPANY	37,753	$1.115M	0.0%	$16.06	+59.7%	CL A	05722G100
ESS	ESSEX PPTY TR INC	5,226	$1.107M	0.0%	$220.97	-12.7%	COM	297178105
CHKP	CHECK POINT SOFTWARE TECH LT	8,756	$1.105M	0.0%	$107.09	+16.5%	ORD	M22465104
HOLX	HOLOGIC INC	14,547	$1.088M	0.0%	$70.59	+0.9%	COM	436440101
LEN	LENNAR CORP	12,010	$1.087M	0.0%	$77.52	0.0%	CL A	526057104
—	SEAGEN INC	8,331	$1.071M	0.0%	$162.22	—	COM	81181C104
PAYC	PAYCOM SOFTWARE INC	3,420	$1.061M	0.0%	$201.32	+57.1%	COM	70432V102
AVY	AVERY DENNISON CORP	5,799	$1.05M	0.0%	$99.40	+69.3%	COM	053611109
WRB	BERKLEY W R CORP	14,243	$1.034M	0.0%	$44.51	0.0%	COM	084423102
TAP	MOLSON COORS BEVERAGE CO	19,721	$1.016M	0.0%	$58.44	-20.5%	CL B	60871R209
CCK	CROWN HLDGS INC	12,126	$997K	0.0%	$51.21	+50.2%	COM	228368106
WPC	WP CAREY INC	12,705	$993K	0.0%	$69.92	—	COM	92936U109
PCAR	PACCAR INC	10,000	$990K	0.0%	$46.50	+22.6%	COM	693718108
MTN	VAIL RESORTS INC	4,132	$985K	0.0%	$234.64	0.0%	COM	91879Q109
ALL	ALLSTATE CORP	7,180	$974K	0.0%	$78.68	+54.3%	COM	020002101
DHI	D R HORTON INC	10,911	$973K	0.0%	$66.14	+17.5%	COM	23331A109
FITB	FIFTH THIRD BANCORP	29,546	$969K	0.0%	$17.45	+71.5%	COM	316773100
TTWO	TAKE-TWO INTERACTIVE SOFTWAR	9,304	$969K	0.0%	$156.05	-30.6%	COM	874054109
WY	WEYERHAEUSER CO MTN BE	31,182	$967K	0.0%	$23.63	+16.7%	COM NEW	962166104
HEI/A	HEICO CORP NEW	7,956	$954K	0.0%	$103.47	+17.4%	CL A	422806208
LI	LI AUTO INC	45,900	$936K	0.0%	$31.83	—	SPONSORED ADS	50202M102
DAL	DELTA AIR LINES INC DEL	28,330	$931K	0.0%	$32.24	0.0%	COM NEW	247361702
LPLA	LPL FINL HLDGS INC	4,297	$929K	0.0%	$233.77	0.0%	COM	50212V100
OVV	OVINTIV INC	18,000	$913K	0.0%	$52.26	0.0%	COM	69047Q102
FSLR	FIRST SOLAR INC	6,063	$908K	0.0%	$148.17	0.0%	COM	336433107
COF	CAPITAL ONE FINL CORP	9,542	$887K	0.0%	$70.58	+31.9%	COM	14040H105
GEN	GEN DIGITAL INC	41,350	$886K	0.0%	$23.20	-10.9%	COM	668771108
IEX	IDEX CORP	3,859	$881K	0.0%	$214.74	0.0%	COM	45167R104
—	VMWARE INC	7,143	$877K	0.0%	$115.86	—	CL A COM	928563402
RVTY	PERKINELMER INC	6,201	$870K	0.0%	$139.82	-4.5%	COM	714046109
EQT	EQT CORP	25,700	$869K	0.0%	$40.86	-6.4%	COM	26884L109
GDDY	GODADDY INC	11,504	$861K	0.0%	$70.21	+6.8%	CL A	380237107
ZM	ZOOM VIDEO COMMUNICATIONS IN	12,577	$852K	0.0%	$75.96	0.0%	CL A	98980L101
SPG	SIMON PPTY GROUP INC NEW	7,199	$846K	0.0%	$113.20	-17.4%	COM	828806109
URI	UNITED RENTALS INC	2,368	$842K	0.0%	$318.25	0.0%	COM	911363109
DD	DUPONT DE NEMOURS INC	12,193	$837K	0.0%	$24.49	+2.1%	COM	26614N102
NDSN	NORDSON CORP	3,518	$836K	0.0%	$204.04	+7.5%	COM	655663102
MTB	M & T BK CORP	5,737	$832K	0.0%	$121.16	+22.0%	COM	55261F104
RHI	ROBERT HALF INTL INC	11,148	$823K	0.0%	$115.35	-33.9%	COM	770323103
EG	EVEREST RE GROUP LTD	2,443	$809K	0.0%	$295.65	0.0%	COM	G3223R108
FBIN	FORTUNE BRANDS INNOVATIONS I	13,916	$795K	0.0%	$49.85	0.0%	COM	34964C106
FRCB	FIRST REP BK SAN FRANCISCO C	6,508	$793K	0.0%	$89.43	+36.1%	COM	33616C100
STT	STATE STR CORP	10,215	$792K	0.0%	$66.07	0.0%	COM	857477103
GPC	GENUINE PARTS CO	4,545	$789K	0.0%	$73.60	+116.2%	COM	372460105
GPN	GLOBAL PMTS INC	7,849	$780K	0.0%	$155.22	-34.9%	COM	37940X102
RPM	RPM INTL INC	7,674	$748K	0.0%	$96.96	0.0%	COM	749685103
EWZ	ISHARES INC	26,500	$741K	0.0%	$31.35	—	MSCI BRAZIL ETF	464286400
NIO	NIO INC	75,362	$735K	0.0%	$10.14	—	SPON ADS	62914V106
IFF	INTERNATIONAL FLAVORS&FRAGRA	6,953	$729K	0.0%	$111.06	-19.1%	COM	459506101
QRVO	QORVO INC	7,901	$716K	0.0%	$100.04	-9.7%	COM	74736K101
RGEN	REPLIGEN CORP	4,224	$715K	0.0%	$181.39	0.0%	COM	759916109
KSA	ISHARES TR	18,900	$713K	0.0%	$36.74	—	MSCI SAUDI ARBIA	46434V423
TRMB	TRIMBLE INC	13,994	$708K	0.0%	$57.40	-3.0%	COM	896239100
MOS	MOSAIC CO NEW	16,087	$706K	0.0%	$47.18	-3.9%	COM	61945C103
TDG	TRANSDIGM GROUP INC	1,120	$705K	0.0%	$388.40	+29.7%	COM	893641100
—	WALGREENS BOOTS ALLIANCE INC	18,496	$691K	0.0%	$80.45	—	COM	931427108
HSIC	HENRY SCHEIN INC	8,533	$682K	0.0%	$64.95	+16.6%	COM	806407102
GTM	ZOOMINFO TECHNOLOGIES INC	22,401	$674K	0.0%	$42.47	-18.7%	COMMON STOCK	98980F104
EZA	ISHARES INC	15,800	$670K	0.0%	$52.60	—	MSCI STH AFR ETF	464286780
TCOM	TRIP COM GROUP LTD	19,000	$654K	0.0%	$31.84	—	ADS	89677Q107
BILL	BILL COM HLDGS INC	5,980	$652K	0.0%	$257.43	-53.4%	COM	090043100
CE	CELANESE CORP DEL	6,365	$651K	0.0%	$77.03	+22.7%	COM	150870103
SWK	STANLEY BLACK & DECKER INC	8,604	$646K	0.0%	$68.87	0.0%	COM	854502101
LW	LAMB WESTON HLDGS INC	7,000	$626K	0.0%	$80.41	0.0%	COM	513272104
TER	TERADYNE INC	7,128	$623K	0.0%	$75.22	+12.4%	COM	880770102
—	CYBERARK SOFTWARE LTD	4,800	$622K	0.0%	$114.76	—	SHS	M2682V108
MOH	MOLINA HEALTHCARE INC	1,881	$621K	0.0%	$339.69	0.0%	COM	60855R100
OC	OWENS CORNING NEW	7,005	$598K	0.0%	$72.87	+20.3%	COM	690742101
BBY	BEST BUY INC	7,232	$580K	0.0%	$70.03	-9.7%	COM	086516101
WAB	WABTEC	5,757	$575K	0.0%	$72.82	+29.0%	COM	929740108
EXPE	EXPEDIA GROUP INC	6,553	$574K	0.0%	$176.17	-46.7%	COM NEW	30212P303
PNR	PENTAIR PLC	12,297	$553K	0.0%	$69.40	-39.7%	SHS	G7S00T104
HWM	HOWMET AEROSPACE INC	13,925	$549K	0.0%	$30.92	+16.7%	COM	443201108
SE	SEA LTD	10,281	$535K	0.0%	$131.15	—	SPONSORD ADS	81141R100
ONC	BEIGENE LTD	2,400	$528K	0.0%	$219.94	—	SPONSORED ADR	07725L102
ALLE	ALLEGION PLC	5,008	$527K	0.0%	$102.80	-2.7%	ORD SHS	G0176J109
ZTO	ZTO EXPRESS CAYMAN INC	19,481	$523K	0.0%	$23.67	—	SPONSORED ADS A	98980A105
VYMI	VANGUARD WHITEHALL FDS	8,535	$508K	0.0%	$58.59	—	INTL HIGH ETF	921946794
HAS	HASBRO INC	8,300	$506K	0.0%	$66.00	-17.8%	COM	418056107
EWW	ISHARES INC	9,500	$470K	0.0%	$35.30	—	MSCI MEXICO ETF	464286822
IRM	IRON MTN INC DEL	8,996	$448K	0.0%	$36.28	+24.0%	COM	46284V101
CGNX	COGNEX CORP	9,304	$438K	0.0%	$69.07	-33.7%	COM	192422103
FDX	FEDEX CORP	2,338	$405K	0.0%	$191.04	-18.9%	COM	31428X106
GRAB	GRAB HOLDINGS LIMITED	125,579	$404K	0.0%	$2.88	-0.6%	CLASS A ORD	G4124C109
HYG	ISHARES TR	5,419	$399K	0.0%	$73.63	—	IBOXX HI YD ETF	464288513
VSS	VANGUARD INTL EQUITY INDEX F	3,753	$386K	0.0%	$107.77	—	FTSE SMCAP ETF	922042718
AAP	ADVANCE AUTO PARTS INC	2,499	$367K	0.0%	$80.79	+85.8%	COM	00751Y106
KNX	KNIGHT-SWIFT TRANSN HLDGS IN	6,955	$365K	0.0%	$29.69	+67.5%	CL A	499049104
TEVA	TEVA PHARMACEUTICAL INDS LTD	39,807	$363K	0.0%	$11.85	—	SPONSORED ADS	881624209
PSX	PHILLIPS 66	3,439	$358K	0.0%	$53.81	+69.8%	COM	718546104
ARW	ARROW ELECTRS INC	3,381	$354K	0.0%	$63.98	+61.3%	COM	042735100
FFIV	F5 INC	2,296	$329K	0.0%	$176.84	-17.2%	COM	315616102
MNST	MONSTER BEVERAGE CORP NEW	3,193	$324K	0.0%	$29.33	+65.1%	COM	61174X109
EMB	ISHARES TR	3,730	$316K	0.0%	$84.59	—	JPMORGAN USD EMG	464288281
HTHT	H WORLD GROUP LTD	7,400	$314K	0.0%	$31.12	—	SPONSORED ADS	44332N106
—	DISCOVER FINL SVCS	3,067	$300K	0.0%	$101.91	—	COM	254709108
BEKE	KE HLDGS INC	20,700	$289K	0.0%	$17.13	—	SPONSORED ADS	482497104
SNOW	SNOWFLAKE INC	2,013	$289K	0.0%	$300.53	-49.2%	CL A	833445109
NUE	NUCOR CORP	2,103	$277K	0.0%	$46.90	+176.4%	COM	670346105
CPRT	COPART INC	4,476	$273K	0.0%	$25.79	+16.1%	COM	217204106
CAH	CARDINAL HEALTH INC	3,451	$265K	0.0%	$59.26	+20.8%	COM	14149Y108
PCG	PG&E CORP	15,969	$260K	0.0%	$9.74	+53.5%	COM	69331C108
EIX	EDISON INTL	4,051	$258K	0.0%	$56.64	-6.1%	COM	281020107
TDY	TELEDYNE TECHNOLOGIES INC	633	$253K	0.0%	$385.97	+0.9%	COM	879360105
FANG	DIAMONDBACK ENERGY INC	1,834	$251K	0.0%	$107.62	+18.9%	COM	25278X109
LYB	LYONDELLBASELL INDUSTRIES N	2,860	$237K	0.0%	$58.59	+13.2%	SHS - A -	N53745100
APO	APOLLO GLOBAL MGMT INC	3,722	$237K	0.0%	$56.25	0.0%	COM	03769M106
XPEV	XPENG INC	23,200	$231K	0.0%	$44.43	—	ADS	98422D105
EMN	EASTMAN CHEM CO	2,800	$228K	0.0%	$71.13	0.0%	COM	277432100
BAX	BAXTER INTL INC	4,401	$224K	0.0%	$54.84	-9.5%	COM	071813109
XYL	XYLEM INC	2,004	$222K	0.0%	$87.27	+15.7%	COM	98419M100
ASHR	DBX ETF TR	7,813	$219K	0.0%	$36.56	—	XTRACK HRVST CSI	233051879
ARE	ALEXANDRIA REAL ESTATE EQ IN	1,423	$207K	0.0%	$123.22	0.0%	COM	015271109
ON	ON SEMICONDUCTOR CORP	3,305	$206K	0.0%	$57.16	+16.7%	COM	682189105
WBD	WARNER BROS DISCOVERY INC	21,584	$205K	0.0%	$18.55	-39.1%	COM SER A	934423104
EPOL	ISHARES TR	13,100	$203K	0.0%	$18.98	—	MSCI POLAND ETF	46429B606
EFX	EQUIFAX INC	1,036	$201K	0.0%	$213.83	-16.4%	COM	294429105
CNP	CENTERPOINT ENERGY INC	6,675	$200K	0.0%	$26.78	0.0%	COM	15189T107
—	LIBERTY GLOBAL PLC	10,212	$198K	0.0%	$29.70	—	SHS CL C	G5480U120
—	AMCOR PLC	13,788	$164K	0.0%	$8.28	+23.5%	ORD	G0250X107
VTRS	VIATRIS INC	13,770	$153K	0.0%	$13.33	-32.1%	COM	92556V106
CCL	CARNIVAL CORP	16,645	$134K	0.0%	$9.69	-11.0%	COMMON STOCK	143658300
PLTR	PALANTIR TECHNOLOGIES INC	15,501	$99,516	0.0%	$24.39	-68.9%	CL A	69608A108
MBC	MASTERBRAND INC	12,000	$90,600	0.0%	$8.19	0.0%	COMMON STOCK	57638P104
—	SIRIUS XM HOLDINGS INC	12,955	$75,657	0.0%	$4.45	—	COM	82968B103
LUMN	LUMEN TECHNOLOGIES INC	12,283	$64,117	0.0%	$10.22	-39.9%	COM	550241103