Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
AAPL	APPLE INC	4,402,544	$602M	6.8%	$136.72	$84.31	+59.3%	COM	037833100
MSFT	MICROSOFT CORP	2,125,883	$546M	6.2%	$256.83 *	$42.26	+490.6%	COM	594918104
AMZN	AMAZON COM INC	2,490,544	$265M	3.0%	$106.21	$120.07	-11.5%	COM	023135106
GOOG	ALPHABET INC	113,130	$247M	2.8%	$2187.45 *	$45.32	+139.5%	CAP STK CL C	02079K107
BRK/B	BERKSHIRE HATHAWAY INC DEL	593,455	$162M	1.8%	$273.02	$139.69	+95.5%	CL B NEW	084670702
TSLA	TESLA INC	236,410	$159M	1.8%	$673.42 *	$245.01	-8.4%	COM	88160R101
UNH	UNITEDHEALTH GROUP INC	301,454	$155M	1.7%	$513.63 *	$78.91	+512.4%	COM	91324P102
JNJ	JOHNSON & JOHNSON	782,702	$139M	1.6%	$177.51 *	$65.64	+143.6%	COM	478160104
PG	PROCTER AND GAMBLE CO	882,180	$127M	1.4%	$143.79 *	$65.75	+100.0%	COM	742718109
JPM	JPMORGAN CHASE & CO	1,041,651	$117M	1.3%	$112.61 *	$42.88	+139.6%	COM	46625H100
XOM	EXXON MOBIL CORP	1,367,232	$117M	1.3%	$85.64 *	$53.31	+42.4%	COM	30231G102
GOOGL	ALPHABET INC	51,536	$112M	1.3%	$2179.25 *	$44.91	+140.8%	CAP STK CL A	02079K305
NVDA	NVIDIA CORPORATION	720,758	$109M	1.2%	$151.59 *	$15.69	-3.6%	COM	67066G104
META	META PLATFORMS INC	662,519	$107M	1.2%	$161.25	$69.53	+130.3%	CL A	30303M102
V	VISA INC	507,951	$100M	1.1%	$196.89 *	$59.17	+224.0%	COM CL A	92826C839
HD	HOME DEPOT INC	346,254	$94.97M	1.1%	$274.27 *	$70.38	+256.6%	COM	437076102
PFE	PFIZER INC	1,742,300	$91.35M	1.0%	$52.43 *	$17.58	+146.7%	COM	717081103
VZ	VERIZON COMMUNICATIONS INC	1,774,707	$90.07M	1.0%	$50.75 *	$33.54	+20.1%	COM	92343V104
CVX	CHEVRON CORP NEW	618,685	$89.57M	1.0%	$144.78 *	$74.87	+67.6%	COM	166764100
PEP	PEPSICO INC	527,226	$87.87M	1.0%	$166.66 *	$81.76	+82.3%	COM	713448108
ABBV	ABBVIE INC	546,138	$83.65M	0.9%	$153.16 *	$38.07	+253.5%	COM	00287Y109
BAC	BK OF AMERICA CORP	2,634,503	$82.01M	0.9%	$31.13 *	$14.84	+91.5%	COM	060505104
LLY	LILLY ELI & CO	243,232	$78.86M	0.9%	$324.23 *	$46.01	+584.0%	COM	532457108
TMO	THERMO FISHER SCIENTIFIC INC	139,837	$75.97M	0.9%	$543.28	$386.04	+39.3%	COM	883556102
MA	MASTERCARD INCORPORATED	239,872	$75.67M	0.9%	$315.48 *	$290.07	+6.5%	CL A	57636Q104
COST	COSTCO WHSL CORP NEW	152,888	$73.28M	0.8%	$479.28 *	$288.54	+58.9%	COM	22160K105
MRK	MERCK & CO INC	768,265	$70.04M	0.8%	$91.17 *	$31.42	+160.9%	COM	58933Y105
CSCO	CISCO SYS INC	1,622,532	$69.19M	0.8%	$42.64 *	$16.89	+125.9%	COM	17275R102
MCD	MCDONALDS CORP	272,726	$67.33M	0.8%	$246.88 *	$90.66	+151.3%	COM	580135101
RTX	RAYTHEON TECHNOLOGIES CORP	689,270	$66.25M	0.7%	$96.11 *	$54.61	+62.6%	COM	75513E101
ABT	ABBOTT LABS	606,683	$65.92M	0.7%	$108.65 *	$31.17	+225.8%	COM	002824100
AVGO	BROADCOM INC	132,676	$64.45M	0.7%	$485.81 *	$23.77	+92.2%	COM	11135F101
WFC	WELLS FARGO CO NEW	1,602,649	$62.78M	0.7%	$39.17 *	$36.38	-1.8%	COM	949746101
CMCSA	COMCAST CORP NEW	1,592,346	$62.48M	0.7%	$39.24 *	$25.72	+36.5%	CL A	20030N101
ACN	ACCENTURE PLC IRELAND	223,813	$62.14M	0.7%	$277.65 *	$276.25	-4.8%	SHS CLASS A	G1151C101
ADBE	ADOBE SYSTEMS INCORPORATED	158,955	$58.19M	0.7%	$366.06	$51.19	+615.1%	COM	00724F101
BMY	BRISTOL-MYERS SQUIBB CO	744,789	$57.35M	0.6%	$77.00 *	$34.28	+92.9%	COM	110122108
DIS	DISNEY WALT CO	602,905	$56.91M	0.6%	$94.40 *	$66.31	+39.1%	COM	254687106
MDLZ	MONDELEZ INTL INC	862,593	$53.56M	0.6%	$62.09 *	$24.96	+126.7%	CL A	609207105
CRM	SALESFORCE INC	322,175	$53.17M	0.6%	$165.04	$193.99	-15.9%	COM	79466L302
WMT	WALMART INC	431,534	$52.47M	0.6%	$121.58 *	$20.81	+86.2%	COM	931142103
UPS	UNITED PARCEL SERVICE INC	285,756	$52.16M	0.6%	$182.54 *	$64.17	+140.1%	CL B	911312106
ELV	ELEVANCE HEALTH INC	106,511	$51.4M	0.6%	$482.58 *	$119.08	+285.3%	COM	036752103
COP	CONOCOPHILLIPS	567,120	$50.93M	0.6%	$89.81 *	$40.13	+97.2%	COM	20825C104
AEP	AMERICAN ELEC PWR CO INC	530,522	$50.9M	0.6%	$95.94 *	$50.56	+66.4%	COM	025537101
INTC	INTEL CORP	1,359,092	$50.84M	0.6%	$37.41 *	$20.78	+69.6%	COM	458140100
CVS	CVS HEALTH CORP	539,383	$49.98M	0.6%	$92.66 *	$52.26	+56.3%	COM	126650100
LOW	LOWES COS INC	284,551	$49.7M	0.6%	$174.67 *	$53.78	+202.7%	COM	548661107
AMT	AMERICAN TOWER CORP NEW	191,426	$48.93M	0.6%	$255.59 *	$208.14	+9.4%	COM	03027X100
DHR	DANAHER CORPORATION	191,322	$48.5M	0.5%	$253.52 *	$251.38	-12.1%	COM	235851102
QCOM	QUALCOMM INC	371,741	$47.49M	0.5%	$127.74 *	$53.42	+120.7%	COM	747525103
AMGN	AMGEN INC	194,714	$47.37M	0.5%	$243.30 *	$76.70	+184.0%	COM	031162100
HON	HONEYWELL INTL INC	271,012	$47.1M	0.5%	$173.81 *	$66.78	+127.7%	COM	438516106
SPGI	S&P GLOBAL INC	139,387	$46.98M	0.5%	$337.06 *	$308.16	+6.2%	COM	78409V104
MS	MORGAN STANLEY	601,593	$45.76M	0.5%	$76.06 *	$26.29	+156.4%	COM NEW	617446448
MDT	MEDTRONIC PLC	505,543	$45.37M	0.5%	$89.75 *	$73.57	+9.6%	SHS	G5960L103
NKE	NIKE INC	421,564	$43.08M	0.5%	$102.20 *	$79.27	+21.5%	CL B	654106103
MO	ALTRIA GROUP INC	1,031,032	$43.07M	0.5%	$41.77 *	$22.86	+37.9%	COM	02209S103
TXN	TEXAS INSTRS INC	277,127	$42.58M	0.5%	$153.65 *	$36.63	+277.5%	COM	882508104
WEC	WEC ENERGY GROUP INC	406,800	$40.94M	0.5%	$100.64 *	$51.21	+73.9%	COM	92939U106
WM	WASTE MGMT INC DEL	264,358	$40.44M	0.5%	$152.98 *	$39.06	+270.9%	COM	94106L109
ADP	AUTOMATIC DATA PROCESSING IN	190,336	$39.98M	0.5%	$210.04 *	$76.21	+155.6%	COM	053015103
AJG	GALLAGHER ARTHUR J & CO	244,341	$39.84M	0.4%	$163.04 *	$43.26	+264.6%	COM	363576109
AFL	AFLAC INC	714,253	$39.52M	0.4%	$55.33 *	$34.71	+47.4%	COM	001055102
ORCL	ORACLE CORP	559,742	$39.11M	0.4%	$69.87 *	$29.26	+127.9%	COM	68389X105
NOW	SERVICENOW INC	80,971	$38.5M	0.4%	$475.52 *	$53.18	+78.8%	COM	81762P102
AEE	AMEREN CORP	424,207	$38.33M	0.4%	$90.36 *	$39.50	+105.5%	COM	023608102
MMM	3M CO	293,062	$37.92M	0.4%	$129.41 *	$85.85	+10.3%	COM	88579Y101
CAT	CATERPILLAR INC	211,308	$37.77M	0.4%	$178.76 *	$70.68	+137.1%	COM	149123101
PEG	PUBLIC SVC ENTERPRISE GRP IN	585,512	$37.05M	0.4%	$63.28 *	$34.46	+63.1%	COM	744573106
AMD	ADVANCED MICRO DEVICES INC	473,604	$36.22M	0.4%	$76.47	$31.73	+141.0%	COM	007903107
ED	CONSOLIDATED EDISON INC	361,437	$34.37M	0.4%	$95.10 *	$56.81	+48.4%	COM	209115104
SCHW	SCHWAB CHARLES CORP	525,729	$33.22M	0.4%	$63.18 *	$23.01	+161.3%	COM	808513105
AMAT	APPLIED MATLS INC	336,332	$30.6M	0.3%	$90.98 *	$104.50	-15.7%	COM	038222105
TGT	TARGET CORP	215,668	$30.46M	0.3%	$141.23 *	$54.70	+129.7%	COM	87612E106
DE	DEERE & CO	100,569	$30.12M	0.3%	$299.47 *	$70.33	+305.9%	COM	244199105
BA	BOEING CO	216,356	$29.58M	0.3%	$136.72	$118.77	+15.1%	COM	097023105
LHX	L3HARRIS TECHNOLOGIES INC	121,917	$29.47M	0.3%	$241.70 *	$216.01	+3.9%	COM	502431109
AON	AON PLC	109,194	$29.45M	0.3%	$269.68 *	$205.66	+27.8%	SHS CL A	G0403H108
PH	PARKER-HANNIFIN CORP	116,200	$28.59M	0.3%	$246.05 *	$144.95	+62.2%	COM	701094104
ICE	INTERCONTINENTAL EXCHANGE IN	301,778	$28.38M	0.3%	$94.04 *	$49.75	+80.5%	COM	45866F104
BKNG	BOOKING HOLDINGS INC	15,770	$27.58M	0.3%	$1749.02	$1810.45	-4.9%	COM	09857L108
PYPL	PAYPAL HLDGS INC	389,611	$27.21M	0.3%	$69.84	$42.81	+62.8%	COM	70450Y103
CSX	CSX CORP	931,109	$27.06M	0.3%	$29.06 *	$24.41	+13.2%	COM	126408103
ADI	ANALOG DEVICES INC	182,957	$26.73M	0.3%	$146.09 *	$51.56	+166.5%	COM	032654105
NFLX	NETFLIX INC	152,682	$26.7M	0.3%	$174.87 *	$12.66	+38.2%	COM	64110L106
GE	GENERAL ELECTRIC CO	412,784	$26.28M	0.3%	$63.67 *	$59.93	-35.0%	COM NEW	369604301
BSX	BOSTON SCIENTIFIC CORP	701,920	$26.16M	0.3%	$37.27	$15.47	+140.9%	COM	101137107
KDP	KEURIG DR PEPPER INC	738,613	$26.14M	0.3%	$35.39 *	$28.17	+14.3%	COM	49271V100
ETN	EATON CORP PLC	204,477	$25.76M	0.3%	$125.99 *	$53.86	+122.3%	SHS	G29183103
EW	EDWARDS LIFESCIENCES CORP	270,237	$25.7M	0.3%	$95.09	$68.62	+38.6%	COM	28176E108
LNT	ALLIANT ENERGY CORP	438,290	$25.69M	0.3%	$58.61 *	$33.97	+53.3%	COM	018802108
HAL	HALLIBURTON CO	813,807	$25.52M	0.3%	$31.36 *	$20.60	+41.2%	COM	406216101
MNST	MONSTER BEVERAGE CORP NEW	256,432	$23.77M	0.3%	$92.70 *	$27.47	+68.7%	COM	61174X109
ISRG	INTUITIVE SURGICAL INC	115,987	$23.28M	0.3%	$200.71	$262.90	-23.7%	COM NEW	46120E602
—	DISCOVER FINL SVCS	237,372	$22.45M	0.3%	$94.58	$60.52	—	COM	254709108
CTVA	CORTEVA INC	401,753	$21.75M	0.2%	$54.14 *	$25.32	+105.8%	COM	22052L104
HLT	HILTON WORLDWIDE HLDGS INC	194,671	$21.69M	0.2%	$111.44	$70.10	+57.2%	COM	43300A203
MSCI	MSCI INC	52,110	$21.48M	0.2%	$412.15 *	$120.65	+228.2%	COM	55354G100
MU	MICRON TECHNOLOGY INC	386,795	$21.38M	0.2%	$55.28 *	$50.15	+8.0%	COM	595112103
CDNS	CADENCE DESIGN SYSTEM INC	142,049	$21.31M	0.2%	$150.03	$41.09	+265.1%	COM	127387108
INVH	INVITATION HOMES INC	594,776	$21.16M	0.2%	$35.58 *	$26.83	+17.2%	COM	46187W107
ODFL	OLD DOMINION FREIGHT LINE IN	82,293	$21.09M	0.2%	$256.28 *	$55.54	+126.4%	COM	679580100
CARR	CARRIER GLOBAL CORPORATION	588,517	$20.99M	0.2%	$35.66 *	$25.38	+34.1%	COM	14448C104
—	DUKE REALTY CORP	381,775	$20.98M	0.2%	$54.95	$16.10	—	COM NEW	264411505
KR	KROGER CO	436,563	$20.66M	0.2%	$47.33 *	$43.28	+1.2%	COM	501044101
VRTX	VERTEX PHARMACEUTICALS INC	71,179	$20.06M	0.2%	$281.80	$93.54	+201.2%	COM	92532F100
KO	COCA COLA CO	304,918	$19.18M	0.2%	$62.91 *	$29.71	+90.7%	COM	191216100
CDW	CDW CORP	121,605	$19.16M	0.2%	$157.56 *	$92.45	+63.0%	COM	12514G108
ORLY	OREILLY AUTOMOTIVE INC	30,131	$19.04M	0.2%	$631.77 *	$42.80	-1.6%	COM	67103H107
BAX	BAXTER INTL INC	296,157	$19.02M	0.2%	$64.23 *	$36.34	+62.2%	COM	071813109
PAYX	PAYCHEX INC	165,991	$18.9M	0.2%	$113.87 *	$32.73	+213.6%	COM	704326107
HCA	HCA HEALTHCARE INC	111,970	$18.82M	0.2%	$168.06 *	$67.20	+142.9%	COM	40412C101
DOW	DOW INC	361,513	$18.66M	0.2%	$51.61 *	$37.12	+13.2%	COM	260557103
CMI	CUMMINS INC	95,369	$18.46M	0.2%	$193.53 *	$87.31	+103.7%	COM	231021106
OXY	OCCIDENTAL PETE CORP	309,673	$18.23M	0.2%	$58.88 *	$26.36	+111.7%	COM	674599105
FIS	FIDELITY NATL INFORMATION SV	198,026	$18.15M	0.2%	$91.67 *	$89.43	-6.2%	COM	31620M106
HRL	HORMEL FOODS CORP	370,879	$17.57M	0.2%	$47.36 *	$43.52	-3.1%	COM	440452100
F	FORD MTR CO DEL	1,534,924	$17.08M	0.2%	$11.13 *	$5.98	+43.7%	COM	345370860
MRNA	MODERNA INC	112,053	$16.01M	0.2%	$142.85	$177.91	-19.7%	COM	60770K107
VRSN	VERISIGN INC	94,469	$15.81M	0.2%	$167.32	$69.79	+137.7%	COM	92343E102
GM	GENERAL MTRS CO	497,563	$15.8M	0.2%	$31.76 *	$48.16	-36.4%	COM	37045V100
NEM	NEWMONT CORP	260,987	$15.57M	0.2%	$59.67 *	$56.41	-4.9%	COM	651639106
MLM	MARTIN MARIETTA MATLS INC	50,951	$15.25M	0.2%	$299.25 *	$250.17	+17.1%	COM	573284106
LYB	LYONDELLBASELL INDUSTRIES N	173,792	$15.2M	0.2%	$87.46 *	$40.79	+70.5%	SHS - A -	N53745100
WCN	WASTE CONNECTIONS INC	122,204	$15.15M	0.2%	$123.96 *	$89.72	+35.0%	COM	94106B101
CLX	CLOROX CO DEL	106,549	$15.02M	0.2%	$140.98 *	$153.52	-18.5%	COM	189054109
EMN	EASTMAN CHEM CO	166,472	$14.94M	0.2%	$89.77 *	$51.31	+52.8%	COM	277432100
GLW	CORNING INC	472,255	$14.88M	0.2%	$31.51 *	$12.57	+127.0%	COM	219350105
OKE	ONEOK INC NEW	265,089	$14.71M	0.2%	$55.50 *	$28.92	+58.9%	COM	682680103
GPC	GENUINE PARTS CO	110,488	$14.7M	0.2%	$133.00 *	$55.34	+118.2%	COM	372460105
ILMN	ILLUMINA INC	79,021	$14.57M	0.2%	$184.36 *	$214.30	-16.3%	COM	452327109
BIIB	BIOGEN INC	70,894	$14.46M	0.2%	$203.94	$230.36	-11.5%	COM	09062X103
AVY	AVERY DENNISON CORP	88,958	$14.4M	0.2%	$161.87 *	$46.80	+224.9%	COM	053611109
SUI	SUN CMNTYS INC	88,076	$14.04M	0.2%	$159.36	$155.82	—	COM	866674104
FE	FIRSTENERGY CORP	358,345	$13.76M	0.2%	$38.39 *	$31.20	+6.4%	COM	337932107
CPRT	COPART INC	125,737	$13.66M	0.2%	$108.66 *	$14.19	+91.5%	COM	217204106
EVRG	EVERGY INC	202,730	$13.23M	0.1%	$65.25 *	$46.85	+20.2%	COM	30034W106
AMH	AMERICAN HOMES 4 RENT	363,549	$12.88M	0.1%	$35.44	$25.71	—	CL A	02665T306
SYF	SYNCHRONY FINANCIAL	463,424	$12.8M	0.1%	$27.62 *	$25.44	-0.1%	COM	87165B103
CE	CELANESE CORP DEL	107,897	$12.69M	0.1%	$117.61 *	$80.35	+37.9%	COM	150870103
UDR	UDR INC	272,865	$12.56M	0.1%	$46.04 *	$27.55	+44.4%	COM	902653104
CPT	CAMDEN PPTY TR	92,266	$12.41M	0.1%	$134.48 *	$68.86	+71.3%	SH BEN INT	133131102
STE	STERIS PLC	58,471	$12.05M	0.1%	$206.15 *	$129.93	+53.7%	SHS USD	G8473T100
FDS	FACTSET RESH SYS INC	30,960	$11.91M	0.1%	$384.56 *	$315.86	+17.7%	COM	303075105
VLO	VALERO ENERGY CORP	111,841	$11.89M	0.1%	$106.28 *	$94.10	+1.4%	COM	91913Y100
—	LINDE PLC	40,492	$11.64M	0.1%	$287.54	$174.50	—	SHS	G5494J103
UNM	UNUM GROUP	341,273	$11.61M	0.1%	$34.02	$22.93	+48.4%	COM	91529Y106
HUBB	HUBBELL INC	62,539	$11.17M	0.1%	$178.58 *	$96.08	+76.6%	COM	443510607
—	CANADIAN PAC RY LTD	151,607	$10.59M	0.1%	$69.84	$97.38	—	COM	13645T100
LNG	CHENIERE ENERGY INC	79,168	$10.53M	0.1%	$133.03	$51.27	+159.4%	COM NEW	16411R208
ELS	EQUITY LIFESTYLE PPTYS INC	148,852	$10.49M	0.1%	$70.47	$62.65	—	COM	29472R108
T	AT&T INC	494,420	$10.36M	0.1%	$20.96 *	$14.21	+20.8%	COM	00206R102
TDY	TELEDYNE TECHNOLOGIES INC	27,114	$10.17M	0.1%	$375.12	$328.71	+14.1%	COM	879360105
CUBE	CUBESMART	235,594	$10.06M	0.1%	$42.72	$31.15	—	COM	229663109
TER	TERADYNE INC	112,333	$10.06M	0.1%	$89.55	$34.78	+153.6%	COM	880770102
ZBRA	ZEBRA TECHNOLOGIES CORPORATI	34,171	$10.04M	0.1%	$293.96	$186.53	+57.6%	CL A	989207105
NVR	NVR INC	2,492	$9.978M	0.1%	$4004.01	$3724.76	+7.5%	COM	62944T105
BRO	BROWN & BROWN INC	170,627	$9.954M	0.1%	$58.34 *	$46.40	+22.9%	COM	115236101
SU	SUNCOR ENERGY INC NEW	283,790	$9.953M	0.1%	$35.07 *	$25.05	+22.2%	COM	867224107
HP	HELMERICH & PAYNE INC	229,092	$9.865M	0.1%	$43.06	$30.29	+42.2%	COM	423452101
WDAY	WORKDAY INC	69,772	$9.739M	0.1%	$139.58	$151.74	-8.0%	CL A	98138H101
NNN	NATIONAL RETAIL PROPERTIES I	226,387	$9.735M	0.1%	$43.00	$48.43	—	COM	637417106
—	HEALTHCARE RLTY TR	354,084	$9.631M	0.1%	$27.20	$27.16	—	COM	421946104
IT	GARTNER INC	39,155	$9.469M	0.1%	$241.83	$289.54	-16.5%	COM	366651107
RPM	RPM INTL INC	117,003	$9.21M	0.1%	$78.72	$34.52	+128.0%	COM	749685103
LNC	LINCOLN NATL CORP IND	196,780	$9.203M	0.1%	$46.77 *	$43.81	-13.8%	COM	534187109
—	TWITTER INC	243,584	$9.108M	0.1%	$37.39	$60.13	—	COM	90184L102
QSR	RESTAURANT BRANDS INTL INC	181,334	$9.094M	0.1%	$50.15	$48.88	+2.6%	COM	76131D103
AFG	AMERICAN FINL GROUP INC OHIO	64,530	$8.957M	0.1%	$138.80 *	$40.46	+171.7%	COM	025932104
MRVL	MARVELL TECHNOLOGY INC	205,054	$8.926M	0.1%	$43.53	$51.20	-16.3%	COM	573874104
WPC	WP CAREY INC	107,566	$8.913M	0.1%	$82.86	$74.44	—	COM	92936U109
ASH	ASHLAND GLOBAL HLDGS INC	85,935	$8.856M	0.1%	$103.05 *	$52.12	+84.1%	COM	044186104
—	WESTROCK CO	221,388	$8.82M	0.1%	$39.84	$39.17	—	COM	96145D105
VEEV	VEEVA SYS INC	43,961	$8.706M	0.1%	$198.04	$84.34	+134.8%	CL A COM	922475108
PANW	PALO ALTO NETWORKS INC	17,267	$8.529M	0.1%	$493.95 *	$43.97	+87.2%	COM	697435105
LUMN	LUMEN TECHNOLOGIES INC	761,400	$8.307M	0.1%	$10.91 *	$11.49	-7.2%	COM	550241103
OGE	OGE ENERGY CORP	214,695	$8.279M	0.1%	$38.56	$35.67	+8.1%	COM	670837103
SON	SONOCO PRODS CO	144,986	$8.27M	0.1%	$57.04 *	$38.77	+28.2%	COM	835495102
VOYA	VOYA FINANCIAL INC	136,855	$8.147M	0.1%	$59.53 *	$48.11	+15.1%	COM	929089100
TRU	TRANSUNION	101,042	$8.082M	0.1%	$79.99	$83.19	-5.7%	COM	89400J107
JBHT	HUNT J B TRANS SVCS INC	49,919	$7.861M	0.1%	$157.48 *	$113.90	+33.6%	COM	445658107
CCK	CROWN HLDGS INC	85,186	$7.852M	0.1%	$92.17 *	$62.12	+42.7%	COM	228368106
BAH	BOOZ ALLEN HAMILTON HLDG COR	85,583	$7.733M	0.1%	$90.36 *	$75.38	+11.9%	CL A	099502106
CVE	CENOVUS ENERGY INC	406,564	$7.729M	0.1%	$19.01 *	$15.18	+14.5%	COM	15135U109
BX	BLACKSTONE INC	84,591	$7.717M	0.1%	$91.23 *	$99.64	-18.2%	COM	09260D107
CSGP	COSTAR GROUP INC	124,046	$7.494M	0.1%	$60.41	$81.47	-25.8%	COM	22160N109
STLD	STEEL DYNAMICS INC	112,571	$7.447M	0.1%	$66.15 *	$22.28	+181.7%	COM	858119100
NSC	NORFOLK SOUTHN CORP	32,398	$7.364M	0.1%	$227.30 *	$85.15	+146.6%	COM	655844108
SBUX	STARBUCKS CORP	94,731	$7.237M	0.1%	$76.40 *	$68.25	+2.9%	COM	855244109
—	LIBERTY GLOBAL PLC	326,888	$7.221M	0.1%	$22.09	$29.35	—	SHS CL C	G5480U120
CI	CIGNA CORP NEW	27,380	$7.215M	0.1%	$263.51 *	$179.37	+38.1%	COM	125523100
SBRA	SABRA HEALTH CARE REIT INC	514,973	$7.194M	0.1%	$13.97	$15.22	—	COM	78573L106
MPT	MEDICAL PPTYS TRUST INC	469,471	$7.169M	0.1%	$15.27	$16.54	—	COM	58463J304
PNC	PNC FINL SVCS GROUP INC	45,384	$7.16M	0.1%	$157.76 *	$84.54	+62.2%	COM	693475105
NOC	NORTHROP GRUMMAN CORP	14,861	$7.112M	0.1%	$478.57 *	$68.31	+561.7%	COM	666807102
UAL	UNITED AIRLS HLDGS INC	197,407	$6.992M	0.1%	$35.42	$51.76	-31.6%	COM	910047109
LYV	LIVE NATION ENTERTAINMENT IN	84,625	$6.988M	0.1%	$82.58	$57.00	+44.9%	COM	538034109
HEI	HEICO CORP NEW	52,879	$6.933M	0.1%	$131.11	$117.41	+11.7%	COM	422806109
UHS	UNIVERSAL HLTH SVCS INC	68,019	$6.85M	0.1%	$100.71	$81.84	+20.9%	CL B	913903100
LULU	LULULEMON ATHLETICA INC	25,102	$6.843M	0.1%	$272.61	$140.36	+94.2%	COM	550021109
ICLR	ICON PLC	31,210	$6.763M	0.1%	$216.69	$248.61	-12.8%	SHS	G4705A100
—	VMWARE INC	57,132	$6.512M	0.1%	$113.98	$115.08	—	CL A COM	928563402
OLN	OLIN CORP	139,366	$6.45M	0.1%	$46.28 *	$17.95	+139.4%	COM PAR $1	680665205
TFX	TELEFLEX INCORPORATED	26,153	$6.43M	0.1%	$245.86 *	$247.41	-3.2%	COM	879369106
TRV	TRAVELERS COMPANIES INC	37,416	$6.328M	0.1%	$169.13 *	$68.78	+129.8%	COM	89417E109
ALK	ALASKA AIR GROUP INC	156,553	$6.27M	0.1%	$40.05	$53.26	-24.8%	COM	011659109
MTCH	MATCH GROUP INC NEW	89,668	$6.249M	0.1%	$69.69 *	$129.62	-47.5%	COM	57667L107
FITB	FIFTH THIRD BANCORP	185,348	$6.228M	0.1%	$33.60 *	$25.73	+13.3%	COM	316773100
JBLU	JETBLUE AWYS CORP	735,761	$6.158M	0.1%	$8.37	$14.59	-42.6%	COM	477143101
TOL	TOLL BROTHERS INC	137,733	$6.143M	0.1%	$44.60	$50.09	-11.0%	COM	889478103
—	SEAGEN INC	34,688	$6.138M	0.1%	$176.95	$168.63	—	COM	81181C104
MOS	MOSAIC CO NEW	129,732	$6.127M	0.1%	$47.23 *	$15.11	+185.0%	COM	61945C103
SCCO	SOUTHERN COPPER CORP	122,169	$6.085M	0.1%	$49.81 *	$26.05	+59.7%	COM	84265V105
ACGL	ARCH CAP GROUP LTD	130,888	$5.954M	0.1%	$45.49 *	$34.32	+26.0%	ORD	G0450A105
—	BUNGE LIMITED	65,545	$5.944M	0.1%	$90.69	$52.35	—	COM	G16962105
VVV	VALVOLINE INC	200,881	$5.791M	0.1%	$28.83	$21.34	+35.1%	COM	92047W101
MAN	MANPOWERGROUP INC WIS	75,667	$5.782M	0.1%	$76.41	$83.74	-8.8%	COM	56418H100
—	CONTINENTAL RES INC	88,215	$5.765M	0.1%	$65.35	$57.42	—	COM	212015101
CASY	CASEYS GEN STORES INC	31,128	$5.758M	0.1%	$184.98 *	$158.00	+14.6%	COM	147528103
PNR	PENTAIR PLC	124,205	$5.685M	0.1%	$45.77 *	$38.28	+14.1%	SHS	G7S00T104
HGV	HILTON GRAND VACATIONS INC	157,775	$5.637M	0.1%	$35.73	$26.55	+34.6%	COM	43283X105
POST	POST HLDGS INC	67,975	$5.598M	0.1%	$82.35	$68.11	+20.9%	COM	737446104
LW	LAMB WESTON HLDGS INC	77,315	$5.525M	0.1%	$71.46 *	$38.50	+74.6%	COM	513272104
RNR	RENAISSANCERE HLDGS LTD	34,740	$5.432M	0.1%	$156.36	$181.72	-13.9%	COM	G7496G103
DELL	DELL TECHNOLOGIES INC	117,480	$5.429M	0.1%	$46.21 *	$42.24	+1.0%	CL C	24703L202
WRB	BERKLEY W R CORP	78,518	$5.36M	0.1%	$68.26 *	$29.77	+40.8%	COM	084423102
CME	CME GROUP INC	25,975	$5.317M	0.1%	$204.70 *	$59.53	+196.3%	COM	12572Q105
C	CITIGROUP INC	114,347	$5.259M	0.1%	$45.99 *	$41.10	-1.8%	COM NEW	172967424
—	BLACK KNIGHT INC	80,397	$5.257M	0.1%	$65.39	$66.31	—	COM	09215C105
—	LAM RESEARCH CORP	12,286	$5.236M	0.1%	$426.18	$77.44	—	COM	512807108
MOH	MOLINA HEALTHCARE INC	18,448	$5.158M	0.1%	$279.60	$142.66	+96.0%	COM	60855R100
EPAM	EPAM SYS INC	17,211	$5.073M	0.1%	$294.75	$338.79	-13.0%	COM	29414B104
EMR	EMERSON ELEC CO	63,565	$5.056M	0.1%	$79.54 *	$44.17	+67.7%	COM	291011104
AVTR	AVANTOR INC	162,375	$5.05M	0.1%	$31.10	$35.67	-12.8%	COM	05352A100
ASB	ASSOCIATED BANC CORP	273,593	$4.996M	0.1%	$18.26 *	$13.02	+21.7%	COM	045487105
GILD	GILEAD SCIENCES INC	79,712	$4.927M	0.1%	$61.81 *	$38.00	+43.5%	COM	375558103
ENB	ENBRIDGE INC	115,384	$4.876M	0.1%	$42.26 *	$34.27	-2.0%	COM	29250N105
SCI	SERVICE CORP INTL	69,166	$4.781M	0.1%	$69.12	$43.43	+59.2%	COM	817565104
UBER	UBER TECHNOLOGIES INC	230,111	$4.708M	0.1%	$20.46	$30.60	-33.1%	COM	90353T100
SBNY	SIGNATURE BK NEW YORK N Y	25,932	$4.647M	0.1%	$179.20	$192.61	—	COM	82669G104
MAR	MARRIOTT INTL INC NEW	34,072	$4.634M	0.1%	$136.01 *	$63.29	+107.6%	CL A	571903202
LII	LENNOX INTL INC	22,064	$4.558M	0.1%	$206.58 *	$167.07	+18.8%	COM	526107107
MKL	MARKEL CORP	3,389	$4.383M	0.0%	$1293.30	$920.42	+40.5%	COM	570535104
ALLY	ALLY FINL INC	128,769	$4.315M	0.0%	$33.51 *	$14.68	+99.6%	COM	02005N100
DEI	DOUGLAS EMMETT INC	192,480	$4.308M	0.0%	$22.38	$28.10	—	COM	25960P109
KKR	KKR & CO INC	92,763	$4.294M	0.0%	$46.29 *	$60.88	-26.1%	COM	48251W104
USFD	US FOODS HLDG CORP	134,482	$4.126M	0.0%	$30.68	$35.95	-14.6%	COM	912008109
LBRDK	LIBERTY BROADBAND CORP	35,262	$4.078M	0.0%	$115.65 *	$91.07	+18.9%	COM SER C	530307305
NGVT	INGEVITY CORP	64,214	$4.054M	0.0%	$63.13	$72.57	-13.0%	COM	45688C107
TKR	TIMKEN CO	76,046	$4.034M	0.0%	$53.05	$44.13	+20.2%	COM	887389104
WEN	WENDYS CO	213,052	$4.022M	0.0%	$18.88	$10.13	+86.3%	COM	95058W100
MPC	MARATHON PETE CORP	48,565	$3.993M	0.0%	$82.22 *	$38.39	+98.2%	COM	56585A102
—	CERIDIAN HCM HLDG INC	82,860	$3.901M	0.0%	$47.08	$74.11	-36.5%	COM	15677J108
ALL	ALLSTATE CORP	30,396	$3.852M	0.0%	$126.73 *	$53.34	+118.6%	COM	020002101
FNF	FIDELITY NATIONAL FINANCIAL	103,766	$3.835M	0.0%	$36.96 *	$16.80	+77.2%	FNF GROUP COM	31620R303
ALNY	ALNYLAM PHARMACEUTICALS INC	26,265	$3.831M	0.0%	$145.86	$147.40	-1.1%	COM	02043Q107
WELL	WELLTOWER INC	45,720	$3.765M	0.0%	$82.35 *	$45.61	+65.4%	COM	95040Q104
NXPI	NXP SEMICONDUCTORS N V	25,213	$3.732M	0.0%	$148.02 *	$163.14	-15.1%	COM	N6596X109
GATX	GATX CORP	39,538	$3.723M	0.0%	$94.16 *	$53.55	+65.5%	COM	361448103
SYY	SYSCO CORP	43,954	$3.723M	0.0%	$84.70 *	$68.33	+12.7%	COM	871829107
IONS	IONIS PHARMACEUTICALS INC	99,129	$3.67M	0.0%	$37.02	$43.76	-15.4%	COM	462222100
DXC	DXC TECHNOLOGY CO	118,097	$3.58M	0.0%	$30.31	$32.58	-7.0%	COM	23355L106
—	SIRIUS XM HOLDINGS INC	571,617	$3.504M	0.0%	$6.13	$4.60	—	COM	82968B103
ETSY	ETSY INC	47,308	$3.463M	0.0%	$73.20	$148.66	-50.8%	COM	29786A106
SLB	SCHLUMBERGER LTD	96,268	$3.443M	0.0%	$35.76 *	$47.90	-31.3%	COM STK	806857108
OTIS	OTIS WORLDWIDE CORP	48,410	$3.421M	0.0%	$70.67 *	$48.99	+36.3%	COM	68902V107
ADSK	AUTODESK INC	19,700	$3.388M	0.0%	$171.98	$37.56	+357.8%	COM	052769106
KRC	KILROY RLTY CORP	64,620	$3.382M	0.0%	$52.34	$72.69	—	COM	49427F108
IDXX	IDEXX LABS INC	9,542	$3.347M	0.0%	$350.77	$249.08	+40.8%	COM	45168D104
—	ANNALY CAPITAL MANAGEMENT IN	565,927	$3.345M	0.0%	$5.91	$8.33	—	COM	035710409
NTR	NUTRIEN LTD	41,786	$3.33M	0.0%	$79.69 *	$80.99	-11.9%	COM	67077M108
—	HESS CORP	31,264	$3.312M	0.0%	$105.94	$61.40	—	COM	42809H107
WY	WEYERHAEUSER CO MTN BE	99,960	$3.311M	0.0%	$33.12 *	$20.35	+43.7%	COM NEW	962166104
FTNT	FORTINET INC	56,785	$3.213M	0.0%	$56.58	$50.12	+12.9%	COM	34959E109
WAT	WATERS CORP	9,553	$3.162M	0.0%	$331.00	$326.89	+1.3%	COM	941848103
BMRN	BIOMARIN PHARMACEUTICAL INC	37,763	$3.129M	0.0%	$82.86	$84.98	-2.5%	COM	09061G101
UGI	UGI CORP NEW	80,684	$3.115M	0.0%	$38.61	$38.41	+0.5%	COM	902681105
ZM	ZOOM VIDEO COMMUNICATIONS IN	28,794	$3.109M	0.0%	$107.97	$175.81	-38.6%	CL A	98980L101
BURL	BURLINGTON STORES INC	22,696	$3.092M	0.0%	$136.24	$168.75	-19.3%	COM	122017106
TWLO	TWILIO INC	36,385	$3.049M	0.0%	$83.80	$164.67	-49.1%	CL A	90138F102
PODD	INSULET CORP	13,978	$3.046M	0.0%	$217.91	$242.07	-10.0%	COM	45784P101
KEY	KEYCORP	176,530	$3.042M	0.0%	$17.23 *	$12.31	+15.9%	COM	493267108
ROK	ROCKWELL AUTOMATION INC	15,246	$3.039M	0.0%	$199.33 *	$75.54	+148.2%	COM	773903109
PM	PHILIP MORRIS INTL INC	30,157	$2.978M	0.0%	$98.75 *	$63.01	+32.9%	COM	718172109
ZION	ZIONS BANCORPORATION N A	58,046	$2.955M	0.0%	$50.91	$39.95	+27.4%	COM	989701107
DINO	HF SINCLAIR CORP	64,880	$2.93M	0.0%	$45.16 *	$30.32	+29.5%	COM	403949100
PSX	PHILLIPS 66	35,635	$2.922M	0.0%	$82.00 *	$45.58	+58.2%	COM	718546104
—	FOOT LOCKER INC	112,268	$2.835M	0.0%	$25.25	$42.98	—	COM	344849104
MTN	VAIL RESORTS INC	12,966	$2.827M	0.0%	$218.03	$219.76	-0.8%	COM	91879Q109
HIG	HARTFORD FINL SVCS GROUP INC	42,617	$2.788M	0.0%	$65.42 *	$32.70	+86.6%	COM	416515104
ALV	AUTOLIV INC	38,820	$2.778M	0.0%	$71.56 *	$64.07	+2.1%	COM	052800109
UNP	UNION PAC CORP	12,736	$2.716M	0.0%	$213.25 *	$157.07	+25.1%	COM	907818108
PII	POLARIS INC	26,946	$2.675M	0.0%	$99.27	$109.23	-9.1%	COM	731068102
MTB	M & T BK CORP	16,661	$2.656M	0.0%	$159.41 *	$149.08	-4.7%	COM	55261F104
HLF	HERBALIFE NUTRITION LTD	129,394	$2.646M	0.0%	$20.45	$39.74	-48.5%	COM SHS	G4412G101
WBD	WARNER BROS DISCOVERY INC	195,164	$2.619M	0.0%	$13.42	$18.55	-27.7%	COM SER A	934423104
—	NORDSTROM INC	123,820	$2.616M	0.0%	$21.13	$40.55	—	COM	655664100
DD	DUPONT DE NEMOURS INC	46,904	$2.607M	0.0%	$55.58 *	$25.69	-15.7%	COM	26614N102
LKQ	LKQ CORP	53,057	$2.605M	0.0%	$49.10 *	$46.20	-3.2%	COM	501889208
PKG	PACKAGING CORP AMER	18,891	$2.598M	0.0%	$137.53 *	$51.07	+142.3%	COM	695156109
TRGP	TARGA RES CORP	41,614	$2.483M	0.0%	$59.67 *	$58.33	-5.4%	COM	87612G101
FHN	FIRST HORIZON CORPORATION	109,989	$2.404M	0.0%	$21.86 *	$8.85	+117.9%	COM	320517105
JAZZ	JAZZ PHARMACEUTICALS PLC	15,277	$2.383M	0.0%	$155.99	$132.88	+17.4%	SHS USD	G50871105
BR	BROADRIDGE FINL SOLUTIONS IN	16,679	$2.378M	0.0%	$142.57 *	$143.43	-6.3%	COM	11133T103
PNW	PINNACLE WEST CAP CORP	31,536	$2.306M	0.0%	$73.12 *	$45.99	+36.2%	COM	723484101
NUE	NUCOR CORP	22,054	$2.303M	0.0%	$104.43 *	$37.41	+164.9%	COM	670346105
GS	GOLDMAN SACHS GROUP INC	7,675	$2.28M	0.0%	$297.07 *	$179.99	+50.9%	COM	38141G104
MAS	MASCO CORP	44,704	$2.262M	0.0%	$50.60 *	$20.07	+135.9%	COM	574599106
CIEN	CIENA CORP	48,123	$2.199M	0.0%	$45.70	$50.77	-10.0%	COM NEW	171779309
CMA	COMERICA INC	29,926	$2.196M	0.0%	$73.38 *	$32.71	+105.5%	COM	200340107
ON	ON SEMICONDUCTOR CORP	43,637	$2.195M	0.0%	$50.30	$41.66	+20.8%	COM	682189105
—	ALLEGHANY CORP MD	2,620	$2.183M	0.0%	$833.21	$760.66	—	COM	017175100
BRBR	BELLRING BRANDS INC	87,359	$2.174M	0.0%	$24.89	$25.07	-0.7%	COMMON STOCK	07831C103
WSM	WILLIAMS SONOMA INC	19,462	$2.159M	0.0%	$110.93 *	$70.13	-26.2%	COM	969904101
AKAM	AKAMAI TECHNOLOGIES INC	23,361	$2.134M	0.0%	$91.35	$47.68	+91.6%	COM	00971T101
ULTA	ULTA BEAUTY INC	5,517	$2.127M	0.0%	$385.54	$379.22	+1.7%	COM	90384S303
EXAS	EXACT SCIENCES CORP	53,201	$2.096M	0.0%	$39.40	$86.74	-54.6%	COM	30063P105
HWM	HOWMET AEROSPACE INC	66,163	$2.081M	0.0%	$31.45	$12.97	+139.9%	COM	443201108
GGG	GRACO INC	34,703	$2.062M	0.0%	$59.42 *	$38.82	+45.8%	COM	384109104
IBM	INTERNATIONAL BUSINESS MACHS	14,555	$2.055M	0.0%	$141.19 *	$115.44	+7.0%	COM	459200101
AEO	AMERICAN EAGLE OUTFITTERS IN	181,019	$2.024M	0.0%	$11.18 *	$15.71	-36.0%	COM	02553E106
CHKP	CHECK POINT SOFTWARE TECH LT	15,640	$1.905M	0.0%	$121.80	$109.13	+11.6%	ORD	M22465104
Z	ZILLOW GROUP INC	58,671	$1.863M	0.0%	$31.75	$63.15	-49.7%	CL C CAP STK	98954M200
SWK	STANLEY BLACK & DECKER INC	17,743	$1.861M	0.0%	$104.89 *	$59.43	+53.8%	COM	854502101
XPO	XPO LOGISTICS INC	38,433	$1.851M	0.0%	$48.16 *	$26.09	+9.7%	COM	983793100
ENPH	ENPHASE ENERGY INC	9,236	$1.803M	0.0%	$195.21	$173.49	+12.5%	COM	29355A107
MELI	MERCADOLIBRE INC	2,766	$1.762M	0.0%	$637.02	$292.49	+117.7%	COM	58733R102
GRMN	GARMIN LTD	17,801	$1.749M	0.0%	$98.25 *	$38.17	+138.5%	SHS	H2906T109
BBY	BEST BUY INC	25,882	$1.687M	0.0%	$65.18 *	$23.78	+132.0%	COM	086516101
DKS	DICKS SPORTING GOODS INC	22,057	$1.662M	0.0%	$75.35 *	$100.28	-30.8%	COM	253393102
GXO	GXO LOGISTICS INCORPORATED	38,073	$1.647M	0.0%	$43.26	$75.70	-42.8%	COMMON STOCK	36262G101
FBIN	FORTUNE BRANDS HOME & SEC IN	27,394	$1.64M	0.0%	$59.87 *	$69.06	-30.1%	COM	34964C106
ROKU	ROKU INC	19,587	$1.609M	0.0%	$82.15	$140.55	-41.6%	COM CL A	77543R102
AME	AMETEK INC	14,558	$1.6M	0.0%	$109.91 *	$92.33	+16.3%	COM	031100100
ATO	ATMOS ENERGY CORP	14,250	$1.597M	0.0%	$112.07 *	$84.81	+21.2%	COM	049560105
ALC	ALCON AG	22,607	$1.58M	0.0%	$69.89	$57.98	+19.4%	ORD SHS	H01301128
GNTX	GENTEX CORP	56,306	$1.575M	0.0%	$27.97	$14.99	+86.6%	COM	371901109
ALLE	ALLEGION PLC	15,837	$1.55M	0.0%	$97.87 *	$51.60	+81.1%	ORD SHS	G0176J109
JEF	JEFFERIES FINL GROUP INC	55,892	$1.544M	0.0%	$27.62 *	$17.07	+38.3%	COM	47233W109
SO	SOUTHERN CO	20,844	$1.486M	0.0%	$71.29 *	$43.05	+45.7%	COM	842587107
LMT	LOCKHEED MARTIN CORP	3,457	$1.486M	0.0%	$429.85 *	$168.95	+131.5%	COM	539830109
SSNC	SS&C TECHNOLOGIES HLDGS INC	25,420	$1.476M	0.0%	$58.06	$69.16	-16.0%	COM	78467J100
SLM	SLM CORP	91,265	$1.455M	0.0%	$15.94	$8.24	+93.4%	COM	78442P106
—	EQUITY COMWLTH	52,453	$1.444M	0.0%	$27.53	$28.88	—	COM SH BEN INT	294628102
KMX	CARMAX INC	15,811	$1.431M	0.0%	$90.51	$45.40	+99.3%	COM	143130102
CB	CHUBB LIMITED	7,273	$1.43M	0.0%	$196.62 *	$122.94	+52.9%	COM	H1467J104
AXP	AMERICAN EXPRESS CO	10,055	$1.394M	0.0%	$138.64 *	$76.36	+73.8%	COM	025816109
AA	ALCOA CORP	30,457	$1.388M	0.0%	$45.57 *	$69.55	-37.1%	COM	013872106
MCK	MCKESSON CORP	4,141	$1.351M	0.0%	$326.25	$147.32	+117.6%	COM	58155Q103
—	BLACKROCK INC	2,137	$1.302M	0.0%	$609.27	$383.37	—	COM	09247X101
CHD	CHURCH & DWIGHT CO INC	14,039	$1.301M	0.0%	$92.67 *	$67.90	+30.8%	COM	171340102
GT	GOODYEAR TIRE & RUBR CO	118,309	$1.267M	0.0%	$10.71	$18.42	-41.9%	COM	382550101
NWSA	NEWS CORP NEW	80,845	$1.26M	0.0%	$15.59 *	$13.82	+9.2%	CL A	65249B109
—	KELLOGG CO	17,159	$1.224M	0.0%	$71.33 *	$49.25	+20.7%	COM	487836108
SPB	SPECTRUM BRANDS HLDGS INC NE	14,744	$1.209M	0.0%	$82.00	$97.67	-16.0%	COM	84790A105
ROP	ROPER TECHNOLOGIES INC	3,039	$1.199M	0.0%	$394.54 *	$287.26	+34.3%	COM	776696106
KMB	KIMBERLY-CLARK CORP	8,863	$1.198M	0.0%	$135.17 *	$95.00	+24.8%	COM	494368103
BDN	BRANDYWINE RLTY TR	123,846	$1.194M	0.0%	$9.64	$11.50	—	SH BEN INT NEW	105368203
GD	GENERAL DYNAMICS CORP	5,108	$1.13M	0.0%	$221.22 *	$117.35	+75.9%	COM	369550108
BLD	TOPBUILD CORP	6,638	$1.11M	0.0%	$167.22	$29.66	+463.6%	COM	89055F103
INTU	INTUIT	2,805	$1.081M	0.0%	$385.38 *	$303.44	+24.1%	COM	461202103
NWE	NORTHWESTERN CORP	18,071	$1.065M	0.0%	$58.93 *	$27.38	+82.3%	COM NEW	668074305
MLCO	MELCO RESORTS AND ENTMNT LTD	178,280	$1.025M	0.0%	$5.75	$14.22	-59.6%	ADR	585464100
OVV	OVINTIV INC	23,074	$1.02M	0.0%	$44.21	$17.56	+151.7%	COM	69047Q102
O	REALTY INCOME CORP	14,742	$1.006M	0.0%	$68.24 *	$49.20	+14.9%	COM	756109104
VIAV	VIAVI SOLUTIONS INC	75,623	$1M	0.0%	$13.22	$13.84	-4.4%	COM	925550105
PRU	PRUDENTIAL FINL INC	10,075	$964K	0.0%	$95.68 *	$56.65	+42.2%	COM	744320102
KBH	KB HOME	33,500	$953K	0.0%	$28.45 *	$17.85	+50.3%	COM	48666K109
APD	AIR PRODS & CHEMS INC	3,846	$925K	0.0%	$240.51 *	$117.72	+86.8%	COM	009158106
TJX	TJX COS INC NEW	16,273	$909K	0.0%	$55.86 *	$41.58	+27.7%	COM	872540109
BDX	BECTON DICKINSON & CO	3,642	$898K	0.0%	$246.57 *	$156.11	+48.7%	COM	075887109
MAA	MID-AMER APT CMNTYS INC	5,029	$878K	0.0%	$174.59 *	$132.53	+14.9%	COM	59522J103
TDG	TRANSDIGM GROUP INC	1,598	$858K	0.0%	$536.92 *	$140.70	+217.0%	COM	893641100
DTE	DTE ENERGY CO	6,716	$851K	0.0%	$126.71 *	$83.11	+35.4%	COM	233331107
CCI	CROWN CASTLE INTL CORP NEW	5,019	$845K	0.0%	$168.36 *	$69.60	+101.1%	COM	22822V101
—	PIONEER NAT RES CO	3,624	$808K	0.0%	$222.96	$140.39	—	COM	723787107
TROW	PRICE T ROWE GROUP INC	7,113	$808K	0.0%	$113.59 *	$83.56	+15.7%	COM	74144T108
EOG	EOG RES INC	7,304	$807K	0.0%	$110.49 *	$65.74	+44.8%	COM	26875P101
NEE	NEXTERA ENERGY INC	10,245	$794K	0.0%	$77.50 *	$54.64	+28.6%	COM	65339F101
RSG	REPUBLIC SVCS INC	5,999	$785K	0.0%	$130.86 *	$91.04	+37.7%	COM	760759100
XYZ	BLOCK INC	12,737	$783K	0.0%	$61.47	$153.76	-60.0%	CL A	852234103
FDX	FEDEX CORP	3,439	$780K	0.0%	$226.81 *	$135.90	+54.5%	COM	31428X106
SHOP	SHOPIFY INC	24,621	$769K	0.0%	$31.23	$51.23	-39.0%	CL A	82509L107
STZ	CONSTELLATION BRANDS INC	3,256	$759K	0.0%	$233.11 *	$156.78	+39.7%	CL A	21036P108
CNC	CENTENE CORP DEL	8,887	$752K	0.0%	$84.62	$63.93	+32.3%	COM	15135B101
APH	AMPHENOL CORP NEW	11,519	$742K	0.0%	$64.42 *	$27.10	+15.1%	CL A	032095101
MRSH	MARSH & MCLENNAN COS INC	4,745	$737K	0.0%	$155.32 *	$38.79	+277.9%	COM	571748102
PLD	PROLOGIS INC.	6,241	$734K	0.0%	$117.61 *	$54.91	+92.4%	COM	74340W103
—	APARTMENT INCOME REIT CORP	17,552	$730K	0.0%	$41.59	$40.79	—	COM	03750L109
LYFT	LYFT INC	52,974	$703K	0.0%	$13.27	$41.10	-67.7%	CL A COM	55087P104
VICI	VICI PPTYS INC	22,807	$679K	0.0%	$29.77 *	$24.17	+2.1%	COM	925652109
CNO	CNO FINL GROUP INC	37,370	$676K	0.0%	$18.09 *	$9.21	+82.1%	COM	12621E103
XEL	XCEL ENERGY INC	9,351	$662K	0.0%	$70.79 *	$44.50	+41.5%	COM	98389B100
AWK	AMERICAN WTR WKS CO INC NEW	4,424	$658K	0.0%	$148.73 *	$72.53	+90.2%	COM	030420103
—	ACTIVISION BLIZZARD INC	8,313	$647K	0.0%	$77.83	$36.60	—	COM	00507V109
DAL	DELTA AIR LINES INC DEL	22,281	$645K	0.0%	$28.95 *	$31.97	-11.8%	COM NEW	247361702
DUK	DUKE ENERGY CORP NEW	5,822	$624K	0.0%	$107.18 *	$45.74	+104.1%	COM NEW	26441C204
CHTR	CHARTER COMMUNICATIONS INC N	1,326	$621K	0.0%	$468.33	$214.89	+118.0%	CL A	16119P108
MTG	MGIC INVT CORP WIS	48,738	$614K	0.0%	$12.60	$6.53	+92.9%	COM	552848103
MAT	MATTEL INC	26,525	$592K	0.0%	$22.32	$33.15	-32.6%	COM	577081102
HOG	HARLEY DAVIDSON INC	18,651	$590K	0.0%	$31.63	$52.93	-40.2%	COM	412822108
DLTR	DOLLAR TREE INC	3,761	$586K	0.0%	$155.81	$143.04	+9.0%	COM	256746108
IVV	ISHARES TR	1,538	$583K	0.0%	$379.06	$332.80	+13.9%	CORE S&P500 ETF	464287200
AMP	AMERIPRISE FINL INC	2,434	$579K	0.0%	$237.88 *	$205.64	+9.8%	COM	03076C106
REGN	REGENERON PHARMACEUTICALS	972	$575K	0.0%	$591.56	$330.05	+78.1%	COM	75886F107
FCX	FREEPORT-MCMORAN INC	19,637	$575K	0.0%	$29.28 *	$35.20	-21.2%	CL B	35671D857
SNPS	SYNOPSYS INC	1,882	$572K	0.0%	$303.93	$123.58	+145.8%	COM	871607107
M	MACYS INC	30,160	$553K	0.0%	$18.34	$38.26	-52.1%	COM	55616P104
CC	CHEMOURS CO	17,153	$549K	0.0%	$32.01 *	$28.91	-2.7%	COM	163851108
FIVE	FIVE BELOW INC	4,729	$536K	0.0%	$113.34	$137.05	-17.2%	COM	33829M101
AVB	AVALONBAY CMNTYS INC	2,750	$534K	0.0%	$194.18 *	$203.79	-15.8%	COM	053484101
JCI	JOHNSON CTLS INTL PLC	11,028	$528K	0.0%	$47.88 *	$36.99	+21.1%	SHS	G51502105
FRCB	FIRST REP BK SAN FRANCISCO C	3,656	$527K	0.0%	$144.15 *	$120.87	+23.2%	COM	33616C100
EQIX	EQUINIX INC	798	$524K	0.0%	$656.64 *	$225.10	+171.7%	COM	29444U700
SHW	SHERWIN WILLIAMS CO	2,326	$521K	0.0%	$223.99 *	$229.83	-5.6%	COM	824348106
NYT	NEW YORK TIMES CO	18,445	$515K	0.0%	$27.92 *	$9.52	+180.8%	CL A	650111107
DVN	DEVON ENERGY CORP NEW	9,295	$512K	0.0%	$55.08 *	$21.49	+117.3%	COM	25179M103
DOV	DOVER CORP	4,173	$506K	0.0%	$121.26 *	$95.42	+21.6%	COM	260003108
CL	COLGATE PALMOLIVE CO	6,273	$503K	0.0%	$80.18 *	$46.71	+57.8%	COM	194162103
IEX	IDEX CORP	2,744	$498K	0.0%	$181.49 *	$163.76	+5.9%	COM	45167R104
TRMB	TRIMBLE INC	8,542	$497K	0.0%	$58.18	$46.50	+25.2%	COM	896239100
GPN	GLOBAL PMTS INC	4,374	$484K	0.0%	$110.65 *	$106.75	+0.2%	COM	37940X102
BK	BANK NEW YORK MELLON CORP	11,510	$480K	0.0%	$41.70 *	$41.16	-8.7%	COM	064058100
SBAC	SBA COMMUNICATIONS CORP NEW	1,492	$478K	0.0%	$320.38 *	$148.55	+103.3%	CL A	78410G104
WWD	WOODWARD INC	5,146	$476K	0.0%	$92.50 *	$106.33	-15.0%	COM	980745103
AIV	APARTMENT INVT & MGMT CO	74,143	$475K	0.0%	$6.41	$5.28	—	CL A	03748R747
BF/B	BROWN FORMAN CORP	6,673	$468K	0.0%	$70.13 *	$63.95	+2.5%	CL B	115637209
PPL	PPL CORP	17,079	$463K	0.0%	$27.11 *	$24.85	-3.1%	COM	69351T106
—	ARCONIC CORPORATION	16,293	$457K	0.0%	$28.05	$13.94	—	COM	03966V107
RMD	RESMED INC	2,177	$456K	0.0%	$209.46 *	$75.98	+167.3%	COM	761152107
TMUS	T-MOBILE US INC	3,376	$454K	0.0%	$134.48 *	$79.22	+64.1%	COM	872590104
BIO	BIO RAD LABS INC	912	$451K	0.0%	$494.52	$511.72	-3.3%	CL A	090572207
EBAY	EBAY INC.	10,824	$451K	0.0%	$41.67 *	$28.61	+36.1%	COM	278642103
HPQ	HP INC	13,625	$447K	0.0%	$32.81 *	$11.44	+151.6%	COM	40434L105
DHI	D R HORTON INC	6,519	$431K	0.0%	$66.11 *	$66.90	-4.5%	COM	23331A109
WTW	WILLIS TOWERS WATSON PLC LTD	2,171	$429K	0.0%	$197.60 *	$144.06	+30.9%	SHS	G96629103
DLR	DIGITAL RLTY TR INC	3,304	$429K	0.0%	$129.84 *	$73.03	+57.0%	COM	253868103
JD	JD.COM INC	6,675	$429K	0.0%	$64.27	$52.27	+22.9%	SPON ADR CL A	47215P106
PPG	PPG INDS INC	3,744	$428K	0.0%	$114.32 *	$92.40	+14.7%	COM	693506107
MKC	MCCORMICK & CO INC	5,136	$428K	0.0%	$83.33 *	$84.14	-9.0%	COM NON VTG	579780206
VRSK	VERISK ANALYTICS INC	2,470	$428K	0.0%	$173.28 *	$112.61	+50.3%	COM	92345Y106
NDAQ	NASDAQ INC	2,784	$425K	0.0%	$152.66 *	$30.39	+59.3%	COM	631103108
ESS	ESSEX PPTY TR INC	1,622	$424K	0.0%	$261.41 *	$175.75	+30.1%	COM	297178105
—	TE CONNECTIVITY LTD	3,698	$418K	0.0%	$113.03	$60.89	—	SHS	H84989104
EQR	EQUITY RESIDENTIAL	5,779	$417K	0.0%	$72.16 *	$73.88	-15.4%	SH BEN INT	29476L107
D	DOMINION ENERGY INC	5,159	$412K	0.0%	$79.86 *	$40.39	+66.8%	COM	25746U109
COF	CAPITAL ONE FINL CORP	3,942	$411K	0.0%	$104.26 *	$51.31	+90.6%	COM	14040H105
DXCM	DEXCOM INC	5,521	$411K	0.0%	$74.44	$87.64	-15.0%	COM	252131107
CRL	CHARLES RIV LABS INTL INC	1,921	$411K	0.0%	$213.95	$153.66	+39.2%	COM	159864107
LITE	LUMENTUM HLDGS INC	5,168	$410K	0.0%	$79.33	$54.16	+46.6%	COM	55024U109
CINF	CINCINNATI FINL CORP	3,441	$409K	0.0%	$118.86 *	$95.96	+13.2%	COM	172062101
TFC	TRUIST FINL CORP	8,263	$392K	0.0%	$47.44 *	$40.89	-3.6%	COM	89832Q109
ITW	ILLINOIS TOOL WKS INC	2,135	$389K	0.0%	$182.20 *	$58.39	+187.4%	COM	452308109
—	COOPER COS INC	1,184	$371K	0.0%	$313.34	$248.78	—	COM NEW	216648402
USB	US BANCORP DEL	7,881	$363K	0.0%	$46.06 *	$26.96	+44.7%	COM NEW	902973304
PGR	PROGRESSIVE CORP	3,040	$353K	0.0%	$116.12 *	$19.89	+432.7%	COM	743315103
AIZ	ASSURANT INC	2,045	$353K	0.0%	$172.62 *	$153.15	+6.2%	COM	04621X108
GWW	GRAINGER W W INC	774	$352K	0.0%	$454.78 *	$460.51	-4.6%	COM	384802104
ALGN	ALIGN TECHNOLOGY INC	1,476	$349K	0.0%	$236.45	$292.68	-19.1%	COM	016255101
—	LABORATORY CORP AMER HLDGS	1,477	$346K	0.0%	$234.26	$259.25	—	COM NEW	50540R409
IP	INTERNATIONAL PAPER CO	8,265	$346K	0.0%	$41.86 *	$30.55	+16.7%	COM	460146103
ZTS	ZOETIS INC	1,994	$343K	0.0%	$172.02 *	$31.40	+427.9%	CL A	98978V103
AAP	ADVANCE AUTO PARTS INC	1,948	$337K	0.0%	$173.00 *	$168.67	-5.9%	COM	00751Y106
BTI	BRITISH AMERN TOB PLC	7,821	$336K	0.0%	$42.96	$37.44	+14.6%	SPONSORED ADR	110448107
ADM	ARCHER DANIELS MIDLAND CO	4,289	$333K	0.0%	$77.64 *	$30.99	+125.3%	COM	039483102
EA	ELECTRONIC ARTS INC	2,705	$329K	0.0%	$121.63	$85.57	+39.5%	COM	285512109
SYK	STRYKER CORPORATION	1,635	$325K	0.0%	$198.78 *	$69.83	+174.9%	COM	863667101
GIS	GENERAL MLS INC	4,298	$324K	0.0%	$75.38 *	$36.80	+81.1%	COM	370334104
RJF	RAYMOND JAMES FINL INC	3,614	$323K	0.0%	$89.37 *	$84.38	+0.6%	COM	754730109
HUM	HUMANA INC	688	$322K	0.0%	$468.02 *	$109.73	+311.5%	COM	444859102
KLAC	KLA CORP	1,003	$320K	0.0%	$319.04 *	$43.00	+615.6%	COM NEW	482480100
ETR	ENTERGY CORP NEW	2,780	$313K	0.0%	$112.59 *	$46.26	+7.0%	COM	29364G103
MCHP	MICROCHIP TECHNOLOGY INC.	5,397	$313K	0.0%	$58.00 *	$45.91	+16.6%	COM	595017104
SPG	SIMON PPTY GROUP INC NEW	3,278	$311K	0.0%	$94.87 *	$84.49	-7.5%	COM	828806109
SJM	SMUCKER J M CO	2,401	$307K	0.0%	$127.86 *	$119.51	-5.1%	COM NEW	832696405
—	SVB FINANCIAL GROUP	770	$304K	0.0%	$394.81	$219.75	—	COM	78486Q101
HII	HUNTINGTON INGALLS INDS INC	1,376	$300K	0.0%	$218.02 *	$167.47	+20.4%	COM	446413106
MSI	MOTOROLA SOLUTIONS INC	1,432	$300K	0.0%	$209.50 *	$56.56	+256.0%	COM NEW	620076307
FISV	FISERV INC	3,353	$298K	0.0%	$88.88	$51.25	+73.6%	COM	337738108
NOV	NOV INC	17,478	$296K	0.0%	$16.94	$15.65	+8.1%	COM	62955J103
COR	AMERISOURCEBERGEN CORP	2,058	$291K	0.0%	$141.40 *	$136.20	+0.4%	COM	03073E105
MET	METLIFE INC	4,624	$290K	0.0%	$62.72 *	$26.01	+116.8%	COM	59156R108
EL	LAUDER ESTEE COS INC	1,139	$290K	0.0%	$254.61 *	$119.26	+101.0%	CL A	518439104
CNQ	CANADIAN NAT RES LTD	5,328	$286K	0.0%	$53.68 *	$22.24	+0.4%	COM	136385101
ZBH	ZIMMER BIOMET HOLDINGS INC	2,713	$285K	0.0%	$105.05 *	$123.01	-17.1%	COM	98956P102
EXR	EXTRA SPACE STORAGE INC	1,597	$272K	0.0%	$170.32 *	$63.44	+131.4%	COM	30225T102
CTSH	COGNIZANT TECHNOLOGY SOLUTIO	4,019	$271K	0.0%	$67.43 *	$42.15	+51.1%	CL A	192446102
—	FLEETCOR TECHNOLOGIES INC	1,282	$269K	0.0%	$209.83	$210.07	—	COM	339041105
ES	EVERSOURCE ENERGY	3,133	$265K	0.0%	$84.58 *	$38.54	+89.0%	COM	30040W108
CF	CF INDS HLDGS INC	3,029	$260K	0.0%	$85.84 *	$89.74	-11.6%	COM	125269100
CSL	CARLISLE COS INC	1,084	$259K	0.0%	$238.93 *	$224.37	+2.0%	COM	142339100
ASML	ASML HOLDING N V	537	$256K	0.0%	$476.72	$722.17	-34.1%	N Y REGISTRY SHS	N07059210
EWBC	EAST WEST BANCORP INC	3,873	$251K	0.0%	$64.81 *	$75.46	-22.5%	COM	27579R104
HUN	HUNTSMAN CORP	8,836	$250K	0.0%	$28.29	$33.49	-15.3%	COM	447011107
FOX	FOX CORP	8,433	$250K	0.0%	$29.65 *	$33.79	-16.5%	CL B COM	35137L204
TAP	MOLSON COORS BEVERAGE CO	4,554	$248K	0.0%	$54.46 *	$44.95	+8.7%	CL B	60871R209
VOD	VODAFONE GROUP PLC NEW	15,682	$244K	0.0%	$15.56	$15.54	+0.2%	SPONSORED ADR	92857W308
FAST	FASTENAL CO	4,872	$243K	0.0%	$49.88 *	$11.35	+101.3%	COM	311900104
—	MARATHON OIL CORP	10,759	$242K	0.0%	$22.49	$7.21	—	COM	565849106
IQV	IQVIA HLDGS INC	1,107	$240K	0.0%	$216.80	$161.36	+34.5%	COM	46266C105
ALB	ALBEMARLE CORP	1,147	$240K	0.0%	$209.24 *	$200.76	-0.7%	COM	012653101
CPB	CAMPBELL SOUP CO	4,897	$235K	0.0%	$47.99 *	$38.78	+9.6%	COM	134429109
ROST	ROSS STORES INC	3,350	$235K	0.0%	$70.15 *	$44.52	+51.7%	COM	778296103
—	LXP INDUSTRIAL TRUST	21,832	$234K	0.0%	$10.72	$12.00	—	COM	529043101
XYL	XYLEM INC	2,962	$232K	0.0%	$78.33 *	$109.08	-31.3%	COM	98419M100
LECO	LINCOLN ELEC HLDGS INC	1,877	$232K	0.0%	$123.60	$130.94	-5.8%	COM	533900106
BWA	BORGWARNER INC	6,941	$232K	0.0%	$33.42 *	$31.52	-11.3%	COM	099724106
TXT	TEXTRON INC	3,794	$232K	0.0%	$61.15	$71.91	-15.4%	COM	883203101
EXC	EXELON CORP	5,096	$231K	0.0%	$45.33 *	$16.42	+142.8%	COM	30161N101
KMPR	KEMPER CORP	4,776	$229K	0.0%	$47.95	$71.35	-32.9%	COM	488401100
KTB	KONTOOR BRANDS INC	6,863	$229K	0.0%	$33.37	$36.85	-9.4%	COM	50050N103
MCO	MOODYS CORP	842	$229K	0.0%	$271.97 *	$98.62	+167.7%	COM	615369105
WMB	WILLIAMS COS INC	7,265	$227K	0.0%	$31.25 *	$25.64	+3.9%	COM	969457100
DG	DOLLAR GEN CORP NEW	911	$224K	0.0%	$245.88 *	$51.25	+349.4%	COM	256677105
HSY	HERSHEY CO	1,041	$224K	0.0%	$215.18 *	$144.50	+36.1%	COM	427866108
MFC	MANULIFE FINL CORP	12,891	$223K	0.0%	$17.30	$19.60	-11.6%	COM	56501R106
AZN	ASTRAZENECA PLC	3,352	$221K	0.0%	$65.93	$66.23	—	SPONSORED ADR	046353108
CMS	CMS ENERGY CORP	3,270	$221K	0.0%	$67.58 *	$61.65	-2.0%	COM	125896100
KHC	KRAFT HEINZ CO	5,741	$219K	0.0%	$38.15 *	$33.56	-4.1%	COM	500754106
CMG	CHIPOTLE MEXICAN GRILL INC	167	$218K	0.0%	$1305.39 *	$18.86	+38.6%	COM	169656105
AIG	AMERICAN INTL GROUP INC	4,227	$216K	0.0%	$51.10 *	$34.72	+36.2%	COM NEW	026874784
RF	REGIONS FINANCIAL CORP NEW	11,484	$215K	0.0%	$18.72 *	$10.80	+48.7%	COM	7591EP100
LDOS	LEIDOS HOLDINGS INC	2,127	$214K	0.0%	$100.61 *	$91.68	+5.2%	COM	525327102
AVNS	AVANOS MED INC	7,771	$212K	0.0%	$27.28	$64.35	-57.5%	COM	05350V106
WTRG	ESSENTIAL UTILS INC	4,590	$210K	0.0%	$45.75	$48.26	-5.0%	COM	29670G102
SWKS	SKYWORKS SOLUTIONS INC	2,243	$208K	0.0%	$92.73 *	$128.41	-35.2%	COM	83088M102
SRE	SEMPRA	1,378	$207K	0.0%	$150.22 *	$63.43	+5.2%	COM	816851109
—	WALGREENS BOOTS ALLIANCE INC	5,423	$206K	0.0%	$37.99	$73.81	—	COM	931427108
ECL	ECOLAB INC	1,325	$204K	0.0%	$153.96 *	$89.21	+65.7%	COM	278865100
ARW	ARROW ELECTRS INC	1,816	$204K	0.0%	$112.33	$125.11	-10.4%	COM	042735100
AZO	AUTOZONE INC	95	$204K	0.0%	$2147.37	$2056.62	+4.5%	COM	053332102
NFG	NATIONAL FUEL GAS CO	3,036	$201K	0.0%	$66.21	$63.26	+4.4%	COM	636180101
PHM	PULTE GROUP INC	5,053	$200K	0.0%	$39.58 *	$48.96	-21.5%	COM	745867101
YUM	YUM BRANDS INC	1,762	$200K	0.0%	$113.51 *	$108.39	-2.1%	COM	988498101
HBAN	HUNTINGTON BANCSHARES INC	15,952	$192K	0.0%	$12.04 *	$8.05	+27.4%	COM	446150104
KMI	KINDER MORGAN INC DEL	10,932	$183K	0.0%	$16.74 *	$17.99	-23.4%	COM	49456B101
HPE	HEWLETT PACKARD ENTERPRISE C	10,772	$143K	0.0%	$13.28 *	$6.90	+73.7%	COM	42824C109
VTRS	VIATRIS INC	13,680	$143K	0.0%	$10.45 *	$13.33	-33.1%	COM	92556V106
CCL	CARNIVAL CORP	16,514	$143K	0.0%	$8.66	$21.80	-60.3%	COMMON STOCK	143658300
GNW	GENWORTH FINL INC	16,078	$57,000	0.0%	$3.55	$10.89	-67.6%	COM CL A	37247D106
ITUB	ITAU UNIBANCO HLDG S A	10,854	$46,000	0.0%	$4.24	$4.77	-10.3%	SPON ADR REP PFD	465562106
BBD	BANCO BRADESCO S A	11,619	$38,000	0.0%	$3.27	$4.02	-19.0%	SP ADR PFD NEW	059460303