Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
IVV	ISHARES TR	1,189,372	$567M	26.8%	$476.99	$427.87	—	CORE S&P500 ETF	464287200
MSFT	MICROSOFT CORP	298,875	$101M	4.7%	$336.32 *	$256.87	+22.0%	COM	594918104
SE	SEA LTD	415,947	$93.05M	4.4%	$223.71	$283.40	—	SPONSORD ADS	81141R100
IEUR	ISHARES TR	1,522,300	$88.54M	4.2%	$58.16	$55.89	—	CORE MSCI EURO	46434V738
SPY	SPDR S&P 500 ETF TR	111,400	$52.91M	2.5%	$474.96	$428.12	—	TR UNIT	78462F103
CSCO	CISCO SYS INC	774,045	$49.05M	2.3%	$63.37 *	$47.53	+6.2%	COM	17275R102
HD	HOME DEPOT INC	115,436	$47.91M	2.3%	$415.01 *	$294.24	+16.6%	COM	437076102
V	VISA INC	207,808	$45.03M	2.1%	$216.71 *	$212.30	-2.0%	COM CL A	92826C839
MRK	MERCK & CO INC	584,155	$44.77M	2.1%	$76.64 *	$65.95	+6.0%	COM	58933Y105
NTRS	NORTHERN TR CORP	329,149	$39.37M	1.9%	$119.61 *	$95.54	+9.9%	COM	665859104
CL	COLGATE PALMOLIVE CO	445,992	$38.06M	1.8%	$85.34 *	$72.08	-1.6%	COM	194162103
SBUX	STARBUCKS CORP	301,099	$35.22M	1.7%	$116.97 *	$97.38	+5.0%	COM	855244109
TXN	TEXAS INSTRS INC	183,404	$34.57M	1.6%	$188.47 *	$158.86	+7.1%	COM	882508104
PLD	PROLOGIS INC.	201,787	$33.97M	1.6%	$168.36 *	$109.89	+20.1%	COM	74340W103
ADP	AUTOMATIC DATA PROCESSING IN	136,765	$33.72M	1.6%	$246.58 *	$172.42	+20.2%	COM	053015103
PGR	PROGRESSIVE CORP	326,905	$33.56M	1.6%	$102.65 *	$85.16	+0.7%	COM	743315103
DE	DEERE & CO	84,676	$29.04M	1.4%	$342.90 *	$300.65	+9.3%	COM	244199105
BBJP	J P MORGAN EXCHANGE-TRADED F	523,400	$28.83M	1.4%	$55.08	$55.46	—	BETABULDRS JAPAN	46641Q217
BBAX	J P MORGAN EXCHANGE-TRADED F	503,044	$27.22M	1.3%	$54.11	$56.75	—	BETABUILDERS DEV	46641Q233
ECL	ECOLAB INC	115,895	$27.19M	1.3%	$234.59 *	$207.96	+3.6%	COM	278865100
TSLA	TESLA INC	24,060	$25.43M	1.2%	$1056.77 *	$194.51	+72.4%	COM	88160R101
PDD	PINDUODUO INC	431,996	$25.19M	1.2%	$58.30	$184.62	—	SPONSORED ADS	722304102
BAX	BAXTER INTL INC	290,528	$24.94M	1.2%	$85.84 *	$72.81	+0.5%	COM	071813109
NVDA	NVIDIA CORPORATION	80,142	$23.57M	1.1%	$294.12 *	$21.20	+29.5%	COM	67066G104
SHOP	SHOPIFY INC	15,247	$21M	1.0%	$1377.39 *	$117.49	+24.4%	CL A	82509L107
INDA	ISHARES TR	351,850	$16.13M	0.8%	$45.84	$46.06	—	MSCI INDIA ETF	46429B598
AAPL	APPLE INC	89,005	$15.8M	0.7%	$177.57 *	$126.90	+21.9%	COM	037833100
AAXJ	ISHARES TR	166,388	$13.76M	0.6%	$82.70	$94.49	—	MSCI AC ASIA ETF	464288182
NFLX	NETFLIX INC	22,111	$13.32M	0.6%	$602.46 *	$54.30	+17.7%	COM	64110L106
BABA	ALIBABA GROUP HLDG LTD	96,536	$11.47M	0.5%	$118.80	$256.13	—	SPONSORED ADS	01609W102
HCM	HUTCHMED CHINA LTD	324,361	$11.38M	0.5%	$35.08	$34.25	—	SPONSORED ADS	44842L103
AMZN	AMAZON COM INC	3,233	$10.78M	0.5%	$3334.36 *	$159.24	+7.5%	COM	023135106
MKTX	MARKETAXESS HLDGS INC	26,182	$10.77M	0.5%	$411.27 *	$481.87	-22.4%	COM	57060D108
FRCB	FIRST REP BK SAN FRANCISCO C	50,295	$10.39M	0.5%	$206.50	$157.45	+32.7%	COM	33616C100
META	META PLATFORMS INC	30,846	$10.38M	0.5%	$336.35	$315.98	+4.3%	CL A	30303M102
GOOGL	ALPHABET INC	3,499	$10.14M	0.5%	$2897.11 *	$89.61	+59.5%	CAP STK CL A	02079K305
TTD	THE TRADE DESK INC	105,222	$9.643M	0.5%	$91.64 *	$69.08	+26.8%	COM CL A	88339J105
HTHT	HUAZHU GROUP LTD	244,620	$9.134M	0.4%	$37.34	$49.10	—	SPONSORED ADS	44332N106
WDAY	WORKDAY INC	32,298	$8.823M	0.4%	$273.17	$238.37	+16.5%	CL A	98138H101
GOOG	ALPHABET INC	3,037	$8.788M	0.4%	$2893.65 *	$115.58	+24.1%	CAP STK CL C	02079K107
TWLO	TWILIO INC	29,607	$7.797M	0.4%	$263.35 *	$340.35	-12.1%	CL A	90138F102
ILMN	ILLUMINA INC	19,658	$7.479M	0.4%	$380.46	$380.85	-0.5%	COM	452327109
PCRX	PACIRA BIOSCIENCES INC	122,766	$7.387M	0.3%	$60.17 *	$59.54	-7.4%	COM	695127100
UPWK	UPWORK INC	207,833	$7.1M	0.3%	$34.16 *	$40.42	+9.3%	COM	91688F104
CDXS	CODEXIS INC	217,547	$6.803M	0.3%	$31.27 *	$26.41	+24.5%	COM	192005106
MA	MASTERCARD INCORPORATED	17,819	$6.403M	0.3%	$359.34 *	$336.39	+0.4%	CL A	57636Q104
STAA	STAAR SURGICAL CO	69,989	$6.39M	0.3%	$91.30 *	$96.59	+11.1%	COM PAR $0.01	852312305
VIPS	VIPSHOP HOLDINGS LIMITED	749,107	$6.292M	0.3%	$8.40	$22.69	—	SPONSORED ADS A	92763W103
EWH	ISHARES INC	270,573	$6.275M	0.3%	$23.19	$23.47	—	MSCI HONG KG ETF	464286871
COST	COSTCO WHSL CORP NEW	10,773	$6.116M	0.3%	$567.72 *	$449.78	+8.5%	COM	22160K105
—	ABIOMED INC	16,859	$6.055M	0.3%	$359.16	$327.27	—	COM	003654100
INTC	INTEL CORP	116,789	$6.015M	0.3%	$51.50 *	$49.69	-4.8%	COM	458140100
W	WAYFAIR INC	30,669	$5.826M	0.3%	$189.96 *	$275.11	-14.2%	CL A	94419L101
CHGG	CHEGG INC	182,872	$5.614M	0.3%	$30.70 *	$72.19	-43.8%	COM	163092109
WSO	WATSCO INC	16,832	$5.266M	0.2%	$312.86 *	$251.38	+17.8%	COM	942622200
FAST	FASTENAL CO	81,623	$5.229M	0.2%	$64.06 *	$22.16	+20.4%	COM	311900104
JNJ	JOHNSON & JOHNSON	29,637	$5.07M	0.2%	$171.07 *	$139.33	+4.1%	COM	478160104
AFRM	AFFIRM HLDGS INC	49,300	$4.958M	0.2%	$100.57 *	$95.56	+38.3%	COM CL A	00827B106
DNLI	DENALI THERAPEUTICS INC	107,842	$4.81M	0.2%	$44.60 *	$60.12	-21.2%	COM	24823R105
ADBE	ADOBE SYSTEMS INCORPORATED	8,454	$4.794M	0.2%	$567.07 *	$569.44	+9.8%	COM	00724F101
TXG	10X GENOMICS INC	31,337	$4.668M	0.2%	$148.96 *	$171.66	-10.8%	CL A COM	88025U109
—	REDFIN CORP	116,179	$4.46M	0.2%	$38.39	$66.92	—	COM	75737F108
ABBV	ABBVIE INC	29,333	$3.972M	0.2%	$135.41 *	$97.62	+4.2%	COM	00287Y109
MELI	MERCADOLIBRE INC	2,924	$3.943M	0.2%	$1348.50 *	$1532.15	-8.3%	COM	58733R102
WFC	WELLS FARGO CO NEW	80,887	$3.881M	0.2%	$47.98 *	$42.93	+3.4%	COM	949746101
WAT	WATERS CORP	10,391	$3.872M	0.2%	$372.63 *	$285.60	+22.5%	COM	941848103
ZM	ZOOM VIDEO COMMUNICATIONS IN	20,891	$3.842M	0.2%	$183.91 *	$390.74	-39.8%	CL A	98980L101
UNH	UNITEDHEALTH GROUP INC	7,620	$3.826M	0.2%	$502.10 *	$343.93	+22.8%	COM	91324P102
PFE	PFIZER INC	62,842	$3.711M	0.2%	$59.05 *	$36.84	+9.2%	COM	717081103
BIDU	BAIDU INC	21,414	$3.186M	0.2%	$148.78	$245.48	—	SPON ADR REP A	056752108
MU	MICRON TECHNOLOGY INC	33,754	$3.144M	0.1%	$93.14 *	$76.57	-0.4%	COM	595112103
WRBY	WARBY PARKER INC	66,403	$3.092M	0.1%	$46.56 *	$52.03	0.0%	CL A COM	93403J106
LLY	LILLY ELI & CO	10,948	$3.024M	0.1%	$276.21 *	$237.63	+2.6%	COM	532457108
CTSH	COGNIZANT TECHNOLOGY SOLUTIO	33,887	$3.006M	0.1%	$88.71 *	$71.73	+4.9%	CL A	192446102
EXAS	EXACT SCIENCES CORP	38,247	$2.977M	0.1%	$77.84 *	$124.29	-29.0%	COM	30063P105
BZUN	BAOZUN INC	211,469	$2.939M	0.1%	$13.90	$31.85	—	SPONSORED ADR	06684L103
T	AT&T INC	118,196	$2.908M	0.1%	$24.60 *	$15.72	-6.7%	COM	00206R102
AMAT	APPLIED MATLS INC	18,450	$2.903M	0.1%	$157.34 *	$117.30	+19.0%	COM	038222105
AVGO	BROADCOM INC	4,280	$2.848M	0.1%	$665.42 *	$44.78	+15.7%	COM	11135F101
CRM	SALESFORCE COM INC	11,044	$2.807M	0.1%	$254.17 *	$274.28	+1.2%	COM	79466L302
F	FORD MTR CO DEL	125,109	$2.599M	0.1%	$20.77 *	$8.54	+63.9%	COM	345370860
AZO	AUTOZONE INC	1,203	$2.522M	0.1%	$2096.43 *	$1861.88	0.0%	COM	053332102
BX	BLACKSTONE INC	19,466	$2.519M	0.1%	$129.41 *	$110.72	+4.9%	COM	09260D107
JPM	JPMORGAN CHASE & CO	15,665	$2.481M	0.1%	$158.38 *	$141.90	+4.2%	COM	46625H100
EW	EDWARDS LIFESCIENCES CORP	19,142	$2.48M	0.1%	$129.56 *	$112.10	+4.1%	COM	28176E108
NKE	NIKE INC	14,655	$2.443M	0.1%	$166.70 *	$139.40	+10.9%	CL B	654106103
INTU	INTUIT	3,709	$2.386M	0.1%	$643.30 *	$495.04	+21.5%	COM	461202103
COF	CAPITAL ONE FINL CORP	16,156	$2.344M	0.1%	$145.09	$111.87	+28.2%	COM	14040H105
QCOM	QUALCOMM INC	12,811	$2.343M	0.1%	$182.89 *	$138.73	+5.3%	COM	747525103
AMD	ADVANCED MICRO DEVICES INC	16,064	$2.312M	0.1%	$143.92 *	$107.66	+24.9%	COM	007903107
CMCSA	COMCAST CORP NEW	43,962	$2.213M	0.1%	$50.34 *	$49.13	-6.1%	CL A	20030N101
PYPL	PAYPAL HLDGS INC	11,350	$2.14M	0.1%	$188.55 *	$239.41	-9.8%	COM	70450Y103
ISRG	INTUITIVE SURGICAL INC	5,743	$2.063M	0.1%	$359.22 *	$334.50	+2.9%	COM NEW	46120E602
IRBTQ	IROBOT CORP	31,207	$2.056M	0.1%	$65.88 *	$90.39	-12.5%	COM	462726100
PSA	PUBLIC STORAGE	5,451	$2.042M	0.1%	$374.61 *	$261.16	+5.5%	COM	74460D109
FIS	FIDELITY NATL INFORMATION SV	18,392	$2.007M	0.1%	$109.12 *	$126.56	-19.4%	COM	31620M106
ELV	ANTHEM INC	4,297	$1.992M	0.1%	$463.58 *	$388.66	+2.2%	COM	036752103
EQR	EQUITY RESIDENTIAL	21,691	$1.963M	0.1%	$90.50 *	$72.84	0.0%	SH BEN INT	29476L107
TREE	LENDINGTREE INC NEW	15,452	$1.894M	0.1%	$122.57	$249.20	—	COM	52603B107
ORCL	ORACLE CORP	21,384	$1.865M	0.1%	$87.21	$79.95	+11.2%	COM	68389X105
TMO	THERMO FISHER SCIENTIFIC INC	2,741	$1.829M	0.1%	$667.27 *	$591.87	+4.3%	COM	883556102
BSX	BOSTON SCIENTIFIC CORP	42,990	$1.826M	0.1%	$42.47	$42.02	0.0%	COM	101137107
MRNA	MODERNA INC	7,115	$1.807M	0.1%	$253.97 *	$296.02	-1.2%	COM	60770K107
ZTS	ZOETIS INC	7,246	$1.768M	0.1%	$244.00 *	$186.37	+12.9%	CL A	98978V103
—	BLACKROCK INC	1,920	$1.758M	0.1%	$915.63	$827.50	—	COM	09247X101
RTX	RAYTHEON TECHNOLOGIES CORP	19,418	$1.671M	0.1%	$86.05 *	$78.77	+0.7%	COM	75513E101
BAC	BK OF AMERICA CORP	37,322	$1.66M	0.1%	$44.48 *	$37.02	+10.8%	COM	060505104
—	LAM RESEARCH CORP	2,233	$1.606M	0.1%	$719.21	$563.82	—	COM	512807108
XPO	XPO LOGISTICS INC	19,500	$1.51M	0.1%	$77.44 *	$50.01	-7.1%	COM	983793100
KO	COCA COLA CO	25,085	$1.485M	0.1%	$59.20 *	$45.52	+8.0%	COM	191216100
PTON	PELOTON INTERACTIVE INC	41,394	$1.48M	0.1%	$35.75 *	$105.68	-42.2%	CL A COM	70614W100
KR	KROGER CO	32,261	$1.46M	0.1%	$45.26 *	$33.97	+13.3%	COM	501044101
—	XILINX INC	6,682	$1.417M	0.1%	$212.06	$147.09	—	COM	983919101
PANW	PALO ALTO NETWORKS INC	2,545	$1.417M	0.1%	$556.78 *	$82.62	+4.7%	COM	697435105
HCA	HCA HEALTHCARE INC	5,372	$1.38M	0.1%	$256.89 *	$228.79	+3.2%	COM	40412C101
AIG	AMERICAN INTL GROUP INC	24,221	$1.377M	0.1%	$56.85 *	$46.62	+11.2%	COM NEW	026874784
EPAM	EPAM SYS INC	2,059	$1.376M	0.1%	$668.29 *	$588.43	+9.4%	COM	29414B104
VZ	VERIZON COMMUNICATIONS INC	26,377	$1.371M	0.1%	$51.98 *	$42.72	-5.5%	COM	92343V104
IBM	INTERNATIONAL BUSINESS MACHS	10,120	$1.353M	0.1%	$133.70 *	$105.33	+1.1%	COM	459200101
TGT	TARGET CORP	5,588	$1.293M	0.1%	$231.39 *	$186.04	+15.1%	COM	87612E106
DELL	DELL TECHNOLOGIES INC	22,517	$1.265M	0.1%	$56.18 *	$50.31	+1.6%	CL C	24703L202
CF	CF INDS HLDGS INC	17,581	$1.244M	0.1%	$70.76 *	$57.35	0.0%	COM	125269100
HON	HONEYWELL INTL INC	5,928	$1.236M	0.1%	$208.50 *	$181.35	+2.1%	COM	438516106
DGX	QUEST DIAGNOSTICS INC	6,963	$1.205M	0.1%	$173.06 *	$140.46	0.0%	COM	74834L100
KLAC	KLA CORP	2,784	$1.197M	0.1%	$429.96 *	$310.11	+19.2%	COM NEW	482480100
DHR	DANAHER CORPORATION	3,613	$1.189M	0.1%	$329.09 *	$266.79	+1.2%	COM	235851102
—	INTERPUBLIC GROUP COS INC	31,719	$1.188M	0.1%	$37.45 *	$31.06	0.0%	COM	460690100
DUK	DUKE ENERGY CORP NEW	11,076	$1.162M	0.1%	$104.91 *	$86.27	0.0%	COM NEW	26441C204
—	MARATHON OIL CORP	69,200	$1.136M	0.1%	$16.42	$13.67	—	COM	565849106
JBLU	JETBLUE AWYS CORP	79,700	$1.135M	0.1%	$14.24 *	$14.70	0.0%	COM	477143101
UNP	UNION PAC CORP	4,506	$1.135M	0.1%	$251.89 *	$193.16	+11.3%	COM	907818108
REGN	REGENERON PHARMACEUTICALS	1,795	$1.134M	0.1%	$631.75 *	$578.97	+5.6%	COM	75886F107
GS	GOLDMAN SACHS GROUP INC	2,759	$1.055M	0.0%	$382.38 *	$319.41	+11.6%	COM	38141G104
BRK/B	BERKSHIRE HATHAWAY INC DEL	3,514	$1.051M	0.0%	$299.09 *	$280.61	+2.1%	CL B NEW	084670702
FTV	FORTIVE CORP	13,727	$1.047M	0.0%	$76.27 *	$55.51	0.0%	COM	34959J108
OXY	OCCIDENTAL PETE CORP	35,303	$1.023M	0.0%	$28.98 *	$25.18	+17.6%	COM	674599105
IDXX	IDEXX LABS INC	1,552	$1.022M	0.0%	$658.51 *	$595.35	+5.4%	COM	45168D104
AMP	AMERIPRISE FINL INC	3,374	$1.018M	0.0%	$301.72 *	$263.00	+5.8%	COM	03076C106
SHW	SHERWIN WILLIAMS CO	2,886	$1.016M	0.0%	$352.04 *	$277.67	+12.1%	COM	824348106
ASO	ACADEMY SPORTS & OUTDOORS IN	22,500	$988K	0.0%	$43.91 *	$42.06	0.0%	COM	00402L107
ZS	ZSCALER INC	2,967	$953K	0.0%	$321.20	$314.89	0.0%	COM	98980G102
XOM	EXXON MOBIL CORP	15,435	$944K	0.0%	$61.16 *	$49.55	+8.8%	COM	30231G102
NOW	SERVICENOW INC	1,419	$921K	0.0%	$649.05 *	$128.69	+2.0%	COM	81762P102
MCO	MOODYS CORP	2,195	$857K	0.0%	$390.43 *	$372.33	0.0%	COM	615369105
GM	GENERAL MTRS CO	14,406	$845K	0.0%	$58.66 *	$53.49	+5.4%	COM	37045V100
ZD	ZIFF DAVIS INC	7,600	$843K	0.0%	$110.92 *	$118.56	0.0%	COM	48123V102
EL	LAUDER ESTEE COS INC	2,248	$832K	0.0%	$370.11 *	$297.98	+6.6%	CL A	518439104
BMY	BRISTOL-MYERS SQUIBB CO	13,279	$828K	0.0%	$62.35 *	$54.16	-9.1%	COM	110122108
FTNT	FORTINET INC	2,283	$821K	0.0%	$359.61 *	$50.30	+30.8%	COM	34959E109
CVS	CVS HEALTH CORP	7,802	$805K	0.0%	$103.18 *	$69.30	+16.1%	COM	126650100
LULU	LULULEMON ATHLETICA INC	2,037	$797K	0.0%	$391.26 *	$385.22	+10.9%	COM	550021109
—	WALGREENS BOOTS ALLIANCE INC	14,979	$781K	0.0%	$52.14	$48.40	—	COM	931427108
MMM	3M CO	4,281	$760K	0.0%	$177.53 *	$129.50	-1.7%	COM	88579Y101
C	CITIGROUP INC	12,369	$747K	0.0%	$60.39 *	$61.04	-6.3%	COM NEW	172967424
CROX	CROCS INC	5,800	$744K	0.0%	$128.28 *	$154.04	0.0%	COM	227046109
SPGI	S&P GLOBAL INC	1,475	$696K	0.0%	$471.86 *	$441.83	0.0%	COM	78409V104
COP	CONOCOPHILLIPS	9,629	$695K	0.0%	$72.18 *	$62.64	0.0%	COM	20825C104
CARR	CARRIER GLOBAL CORPORATION	12,780	$693K	0.0%	$54.23 *	$50.87	+0.2%	COM	14448C104
VRTX	VERTEX PHARMACEUTICALS INC	3,084	$677K	0.0%	$219.52 *	$195.24	-0.4%	COM	92532F100
—	SVB FINANCIAL GROUP	979	$664K	0.0%	$678.24	$604.59	—	COM	78486Q101
HPQ	HP INC	17,513	$660K	0.0%	$37.69 *	$25.96	+8.6%	COM	40434L105
CDNS	CADENCE DESIGN SYSTEM INC	3,473	$647K	0.0%	$186.29 *	$148.09	+17.7%	COM	127387108
TJX	TJX COS INC NEW	8,350	$634K	0.0%	$75.93 *	$65.27	0.0%	COM	872540109
BKNG	BOOKING HOLDINGS INC	261	$626K	0.0%	$2398.47 *	$2117.81	+10.1%	COM	09857L108
MS	MORGAN STANLEY	6,252	$614K	0.0%	$98.21 *	$63.18	+37.3%	COM NEW	617446448
DHI	D R HORTON INC	5,623	$610K	0.0%	$108.48 *	$88.99	+3.7%	COM	23331A109
EQIX	EQUINIX INC	720	$609K	0.0%	$845.83 *	$753.58	-2.1%	COM	29444U700
ON	ON SEMICONDUCTOR CORP	8,708	$591K	0.0%	$67.87 *	$42.74	+32.6%	COM	682189105
CPRT	COPART INC	3,859	$585K	0.0%	$151.59 *	$34.59	+7.3%	COM	217204106
CME	CME GROUP INC	2,524	$577K	0.0%	$228.61 *	$184.82	0.0%	COM	12572Q105
TROW	PRICE T ROWE GROUP INC	2,902	$571K	0.0%	$196.76 *	$146.50	+15.1%	COM	74144T108
A	AGILENT TECHNOLOGIES INC	3,553	$567K	0.0%	$159.58 *	$132.18	+14.6%	COM	00846U101
ITW	ILLINOIS TOOL WKS INC	2,273	$561K	0.0%	$246.81 *	$192.41	+9.3%	COM	452308109
PAYX	PAYCHEX INC	4,064	$555K	0.0%	$136.56 *	$95.93	+14.5%	COM	704326107
SLB	SCHLUMBERGER LTD	18,451	$553K	0.0%	$29.97 *	$28.71	0.0%	COM STK	806857108
FISV	FISERV INC	5,141	$534K	0.0%	$103.87	$109.93	-5.9%	COM	337738108
AXP	AMERICAN EXPRESS CO	3,248	$531K	0.0%	$163.49	$152.85	+5.8%	COM	025816109
NUE	NUCOR CORP	4,656	$531K	0.0%	$114.05 *	$100.59	+1.9%	COM	670346105
EMR	EMERSON ELEC CO	5,498	$511K	0.0%	$92.94 *	$81.72	+5.9%	COM	291011104
DIS	DISNEY WALT CO	3,180	$493K	0.0%	$155.03	$175.86	-10.3%	COM	254687106
GD	GENERAL DYNAMICS CORP	2,363	$493K	0.0%	$208.63 *	$160.55	+15.4%	COM	369550108
SCHW	SCHWAB CHARLES CORP	5,780	$486K	0.0%	$84.08 *	$66.84	+14.5%	COM	808513105
ODFL	OLD DOMINION FREIGHT LINE IN	1,331	$477K	0.0%	$358.38 *	$132.34	+24.7%	COM	679580100
GILD	GILEAD SCIENCES INC	6,535	$475K	0.0%	$72.69 *	$59.34	-0.9%	COM	375558103
CI	CIGNA CORP NEW	2,063	$474K	0.0%	$229.76 *	$200.46	-1.6%	COM	125523100
AMGN	AMGEN INC	2,093	$471K	0.0%	$225.04 *	$196.88	-6.0%	COM	031162100
WST	WEST PHARMACEUTICAL SVSC INC	1,002	$470K	0.0%	$469.06 *	$361.69	+17.8%	COM	955306105
MSI	MOTOROLA SOLUTIONS INC	1,730	$470K	0.0%	$271.68 *	$239.53	0.0%	COM NEW	620076307
ALGN	ALIGN TECHNOLOGY INC	709	$466K	0.0%	$657.26 *	$606.69	+6.0%	COM	016255101
CBRE	CBRE GROUP INC	4,287	$465K	0.0%	$108.47 *	$94.26	+8.7%	CL A	12504L109
HUBS	HUBSPOT INC	684	$451K	0.0%	$659.36 *	$644.26	+17.4%	COM	443573100
HPE	HEWLETT PACKARD ENTERPRISE C	27,192	$429K	0.0%	$15.78 *	$12.68	+5.3%	COM	42824C109
ETSY	ETSY INC	1,956	$428K	0.0%	$218.81 *	$203.12	+18.6%	COM	29786A106
EFX	EQUIFAX INC	1,453	$425K	0.0%	$292.50 *	$270.17	0.0%	COM	294429105
MRVL	MARVELL TECHNOLOGY INC	4,850	$424K	0.0%	$87.42 *	$73.44	0.0%	COM	573874104
RMD	RESMED INC	1,608	$419K	0.0%	$260.57 *	$222.14	+12.6%	COM	761152107
APH	AMPHENOL CORP NEW	4,768	$417K	0.0%	$87.46 *	$33.24	+17.1%	CL A	032095101
HLT	HILTON WORLDWIDE HLDGS INC	2,658	$415K	0.0%	$156.13 *	$142.26	0.0%	COM	43300A203
KHC	KRAFT HEINZ CO	11,518	$413K	0.0%	$35.86 *	$30.54	-3.4%	COM	500754106
—	ARISTA NETWORKS INC	2,857	$411K	0.0%	$143.86	$143.86	—	COM	040413106
MRSH	MARSH & MCLENNAN COS INC	2,287	$398K	0.0%	$174.03 *	$156.21	0.0%	COM	571748102
SWKS	SKYWORKS SOLUTIONS INC	2,547	$395K	0.0%	$155.08 *	$158.77	-10.6%	COM	83088M102
SNOW	SNOWFLAKE INC	1,143	$387K	0.0%	$338.58 *	$348.46	0.0%	CL A	833445109
CMI	CUMMINS INC	1,723	$376K	0.0%	$218.22 *	$211.69	-2.8%	COM	231021106
FDX	FEDEX CORP	1,454	$376K	0.0%	$258.60 *	$249.49	-11.9%	COM	31428X106
LEN	LENNAR CORP	3,227	$375K	0.0%	$116.21 *	$93.47	+2.8%	CL A	526057104
BIIB	BIOGEN INC	1,545	$371K	0.0%	$240.13 *	$312.10	-17.6%	COM	09062X103
DG	DOLLAR GEN CORP NEW	1,565	$369K	0.0%	$235.78 *	$199.51	+3.4%	COM	256677105
PPG	PPG INDS INC	2,137	$369K	0.0%	$172.67 *	$154.25	-4.4%	COM	693506107
CAT	CATERPILLAR INC	1,779	$368K	0.0%	$206.86 *	$205.39	-9.1%	COM	149123101
MSCI	MSCI INC	598	$366K	0.0%	$612.04 *	$588.64	+1.8%	COM	55354G100
MNST	MONSTER BEVERAGE CORP NEW	3,794	$364K	0.0%	$95.94 *	$45.94	-3.3%	COM	61174X109
ABT	ABBOTT LABS	2,576	$363K	0.0%	$140.92 *	$118.69	0.0%	COM	002824100
TRMB	TRIMBLE INC	4,126	$360K	0.0%	$87.25	$85.87	0.0%	COM	896239100
CTAS	CINTAS CORP	798	$354K	0.0%	$443.61 *	$88.01	+17.9%	COM	172908105
ROK	ROCKWELL AUTOMATION INC	1,006	$351K	0.0%	$348.91 *	$263.75	+16.8%	COM	773903109
MTD	METTLER TOLEDO INTERNATIONAL	206	$350K	0.0%	$1699.03 *	$1511.82	0.0%	COM	592688105
WM	WASTE MGMT INC DEL	2,085	$348K	0.0%	$166.91 *	$150.67	0.0%	COM	94106L109
TSN	TYSON FOODS INC	3,982	$347K	0.0%	$87.14 *	$66.40	+8.6%	CL A	902494103
PNC	PNC FINL SVCS GROUP INC	1,726	$346K	0.0%	$200.46 *	$158.69	+9.8%	COM	693475105
GDDY	GODADDY INC	4,058	$344K	0.0%	$84.77 *	$71.55	0.0%	CL A	380237107
WDC	WESTERN DIGITAL CORP.	5,272	$344K	0.0%	$65.25 *	$51.14	-15.4%	COM	958102105
SNPS	SYNOPSYS INC	928	$342K	0.0%	$368.53 *	$337.23	0.0%	COM	871607107
MCHP	MICROCHIP TECHNOLOGY INC.	3,892	$339K	0.0%	$87.10 *	$71.62	+3.1%	COM	595017104
PODD	INSULET CORP	1,267	$337K	0.0%	$265.98 *	$290.11	0.0%	COM	45784P101
GNRC	GENERAC HLDGS INC	949	$334K	0.0%	$351.95 *	$409.84	+1.2%	COM	368736104
GPN	GLOBAL PMTS INC	2,465	$333K	0.0%	$135.09	$173.31	-23.5%	COM	37940X102
BK	BANK NEW YORK MELLON CORP	5,711	$332K	0.0%	$58.13 *	$51.03	0.0%	COM	064058100
DXCM	DEXCOM INC	619	$332K	0.0%	$536.35 *	$143.69	0.0%	COM	252131107
—	VMWARE INC	2,852	$330K	0.0%	$115.71	$115.71	—	CL A COM	928563402
ICE	INTERCONTINENTAL EXCHANGE IN	2,399	$328K	0.0%	$136.72 *	$125.37	0.0%	COM	45866F104
TSCO	TRACTOR SUPPLY CO	1,362	$325K	0.0%	$238.62 *	$35.98	+13.2%	COM	892356106
RVTY	PERKINELMER INC	1,608	$323K	0.0%	$200.87 *	$179.04	0.0%	COM	714046109
DDOG	DATADOG INC	1,756	$313K	0.0%	$178.25 *	$169.72	0.0%	CL A COM	23804L103
POOL	POOL CORP	552	$312K	0.0%	$565.22 *	$454.64	+9.4%	COM	73278L105
—	ACTIVISION BLIZZARD INC	4,672	$311K	0.0%	$66.57	$66.57	—	COM	00507V109
—	LABORATORY CORP AMER HLDGS	985	$309K	0.0%	$313.71	$281.47	—	COM NEW	50540R409
—	AMERICA MOVIL SAB DE CV	14,580	$308K	0.0%	$21.12	$21.12	—	SPON ADR L SHS	02364W105
EXC	EXELON CORP	5,276	$305K	0.0%	$57.81 *	$26.44	+23.0%	COM	30161N101
—	CATALENT INC	2,353	$301K	0.0%	$127.92	$127.92	—	COM	148806102
CNC	CENTENE CORP DEL	3,642	$300K	0.0%	$82.37 *	$67.48	+8.6%	COM	15135B101
SPG	SIMON PPTY GROUP INC NEW	1,872	$299K	0.0%	$159.72 *	$102.30	+18.6%	COM	828806109
DOW	DOW INC	5,267	$299K	0.0%	$56.77 *	$45.04	0.0%	COM	260557103
BBY	BEST BUY INC	2,908	$295K	0.0%	$101.44 *	$94.48	-0.7%	COM	086516101
AFL	AFLAC INC	5,053	$295K	0.0%	$58.38 *	$49.03	+4.0%	COM	001055102
COR	AMERISOURCEBERGEN CORP	2,183	$290K	0.0%	$132.84 *	$117.11	0.0%	COM	03073E105
GLW	CORNING INC	7,760	$289K	0.0%	$37.24 *	$37.23	-10.5%	COM	219350105
ALL	ALLSTATE CORP	2,438	$287K	0.0%	$117.72 *	$113.53	-5.8%	COM	020002101
NET	CLOUDFLARE INC	2,185	$287K	0.0%	$131.35 *	$119.48	+40.2%	CL A COM	18915M107
ROST	ROSS STORES INC	2,509	$287K	0.0%	$114.39 *	$106.60	0.0%	COM	778296103
MPWR	MONOLITHIC PWR SYS INC	577	$285K	0.0%	$493.93	$500.08	0.0%	COM	609839105
ADM	ARCHER DANIELS MIDLAND CO	4,218	$285K	0.0%	$67.57 *	$47.95	+19.7%	COM	039483102
VEEV	VEEVA SYS INC	1,113	$284K	0.0%	$255.17 *	$285.41	+1.9%	CL A COM	922475108
KKR	KKR & CO INC	3,802	$283K	0.0%	$74.43 *	$71.22	0.0%	COM	48251W104
EOG	EOG RES INC	3,170	$282K	0.0%	$88.96 *	$60.42	+21.3%	COM	26875P101
—	BROOKFIELD ASSET MGMT INC	4,675	$282K	0.0%	$60.32	$60.32	—	CL A LTD VT SH	112585104
ONC	BEIGENE LTD	1,036	$281K	0.0%	$271.24	$271.24	—	SPONSORED ADR	07725L102
IQV	IQVIA HLDGS INC	993	$280K	0.0%	$281.97 *	$231.45	+12.1%	COM	46266C105
DVN	DEVON ENERGY CORP NEW	6,332	$279K	0.0%	$44.06 *	$33.60	0.0%	COM	25179M103
PHM	PULTE GROUP INC	4,864	$278K	0.0%	$57.15 *	$49.26	0.0%	COM	745867101
UMC	UNITED MICROELECTRONICS CORP	23,708	$277K	0.0%	$11.68	$9.41	—	SPON ADR NEW	910873405
IT	GARTNER INC	826	$276K	0.0%	$334.14 *	$321.54	0.0%	COM	366651107
SWK	STANLEY BLACK & DECKER INC	1,459	$275K	0.0%	$188.49 *	$158.57	0.0%	COM	854502101
IEX	IDEX CORP	1,163	$275K	0.0%	$236.46 *	$215.66	0.0%	COM	45167R104
SRE	SEMPRA	2,054	$272K	0.0%	$132.42 *	$55.46	0.0%	COM	816851109
MDLZ	MONDELEZ INTL INC	4,081	$271K	0.0%	$66.41 *	$55.31	0.0%	CL A	609207105
EXPD	EXPEDITORS INTL WASH INC	2,016	$271K	0.0%	$134.42 *	$118.79	+0.2%	COM	302130109
QSR	RESTAURANT BRANDS INTL INC	4,408	$267K	0.0%	$60.57 *	$58.94	0.0%	COM	76131D103
TER	TERADYNE INC	1,632	$267K	0.0%	$163.60 *	$119.31	+15.8%	COM	880770102
MET	METLIFE INC	4,214	$263K	0.0%	$62.41 *	$52.72	+5.0%	COM	59156R108
NOC	NORTHROP GRUMMAN CORP	676	$262K	0.0%	$387.57 *	$334.76	+4.0%	COM	666807102
CDW	CDW CORP	1,273	$261K	0.0%	$205.03 *	$180.53	0.0%	COM	12514G108
FDS	FACTSET RESH SYS INC	531	$258K	0.0%	$485.88 *	$431.08	0.0%	COM	303075105
CRWD	CROWDSTRIKE HLDGS INC	1,248	$256K	0.0%	$205.13 *	$226.69	+7.5%	CL A	22788C105
DAL	DELTA AIR LINES INC DEL	6,496	$254K	0.0%	$39.10	$38.94	0.0%	COM NEW	247361702
GGB	GERDAU SA	51,569	$254K	0.0%	$4.93	$4.93	—	SPON ADR REP PFD	373737105
MAA	MID-AMER APT CMNTYS INC	1,106	$254K	0.0%	$229.66 *	$178.27	0.0%	COM	59522J103
PRU	PRUDENTIAL FINL INC	2,322	$251K	0.0%	$108.10 *	$83.60	+6.3%	COM	744320102
—	SEAGEN INC	1,613	$249K	0.0%	$154.37	$154.37	—	COM	81181C104
NTAP	NETAPP INC	2,697	$248K	0.0%	$91.95 *	$75.95	+7.3%	COM	64110D104
FFIV	F5 INC	1,006	$246K	0.0%	$244.53 *	$221.99	0.0%	COM	315616102
—	BARRICK GOLD CORP	12,727	$242K	0.0%	$19.01	$19.01	—	COM	067901108
KEYS	KEYSIGHT TECHNOLOGIES INC	1,169	$241K	0.0%	$206.16 *	$187.06	0.0%	COM	49338L103
HSY	HERSHEY CO	1,229	$238K	0.0%	$193.65 *	$158.83	+3.0%	COM	427866108
LHX	L3HARRIS TECHNOLOGIES INC	1,094	$233K	0.0%	$212.98 *	$207.74	-2.0%	COM	502431109
WHR	WHIRLPOOL CORP	969	$227K	0.0%	$234.26 *	$219.62	0.0%	COM	963320106
BDX	BECTON DICKINSON & CO	883	$222K	0.0%	$251.42 *	$223.48	0.0%	COM	075887109
—	PIONEER NAT RES CO	1,200	$218K	0.0%	$181.67	$181.67	—	COM	723787107
STLD	STEEL DYNAMICS INC	3,486	$216K	0.0%	$61.96 *	$58.59	0.0%	COM	858119100
EBAY	EBAY INC.	3,219	$214K	0.0%	$66.48	$59.27	+11.4%	COM	278642103
YUM	YUM BRANDS INC	1,530	$212K	0.0%	$138.56 *	$118.20	0.0%	COM	988498101
URI	UNITED RENTALS INC	628	$209K	0.0%	$332.80 *	$312.74	+10.4%	COM	911363109
HOLX	HOLOGIC INC	2,675	$205K	0.0%	$76.64 *	$73.51	0.0%	COM	436440101
IFF	INTERNATIONAL FLAVORS&FRAGRA	1,357	$204K	0.0%	$150.33 *	$129.63	0.0%	COM	459506101
MCK	MCKESSON CORP	818	$203K	0.0%	$248.17 *	$214.77	0.0%	COM	58155Q103
DOV	DOVER CORP	1,117	$203K	0.0%	$181.74 *	$160.92	0.0%	COM	260003108
NVR	NVR INC	34	$201K	0.0%	$5911.76 *	$5278.12	0.0%	COM	62944T105
ULTA	ULTA BEAUTY INC	488	$201K	0.0%	$411.89 *	$388.51	0.0%	COM	90384S303
CAG	CONAGRA BRANDS INC	5,803	$198K	0.0%	$34.12 *	$26.97	0.0%	COM	205887102
GWW	GRAINGER W W INC	383	$198K	0.0%	$516.97 *	$452.39	0.0%	COM	384802104
AVY	AVERY DENNISON CORP	910	$197K	0.0%	$216.48 *	$198.94	0.0%	COM	053611109
HUM	HUMANA INC	425	$197K	0.0%	$463.53 *	$424.84	0.0%	COM	444859102
ARW	ARROW ELECTRS INC	1,467	$197K	0.0%	$134.29 *	$122.65	0.0%	COM	042735100
TAP	MOLSON COORS BEVERAGE CO	4,226	$196K	0.0%	$46.38 *	$40.32	0.0%	CL B	60871R209
—	ZENDESK INC	1,877	$196K	0.0%	$104.42	$104.42	—	COM	98936J101
LNG	CHENIERE ENERGY INC	1,931	$196K	0.0%	$101.50 *	$104.32	0.0%	COM NEW	16411R208
PAYC	PAYCOM SOFTWARE INC	471	$196K	0.0%	$416.14 *	$439.96	+5.5%	COM	70432V102
—	COOPER COS INC	467	$196K	0.0%	$419.70	$419.70	—	COM NEW	216648402
AKAM	AKAMAI TECHNOLOGIES INC	1,664	$195K	0.0%	$117.19 *	$109.98	0.0%	COM	00971T101
MDB	MONGODB INC	364	$193K	0.0%	$530.22 *	$512.04	0.0%	CL A	60937P106
TDG	TRANSDIGM GROUP INC	295	$188K	0.0%	$637.29 *	$520.38	0.0%	COM	893641100
FCX	FREEPORT-MCMORAN INC	4,508	$188K	0.0%	$41.70 *	$35.61	+0.5%	CL B	35671D857
CHD	CHURCH & DWIGHT CO INC	1,829	$187K	0.0%	$102.24 *	$86.37	0.0%	COM	171340102
—	VIACOMCBS INC	6,175	$186K	0.0%	$30.12	$37.99	—	CL B	92556H206
QRVO	QORVO INC	1,177	$184K	0.0%	$156.33	$185.81	-14.4%	COM	74736K101
ALB	ALBEMARLE CORP	783	$183K	0.0%	$233.72	$234.79	0.0%	COM	012653101
RSG	REPUBLIC SVCS INC	1,310	$183K	0.0%	$139.69 *	$126.00	0.0%	COM	760759100
PCAR	PACCAR INC	2,076	$183K	0.0%	$88.15 *	$48.76	0.0%	COM	693718108
MPC	MARATHON PETE CORP	2,860	$183K	0.0%	$63.99 *	$51.79	+12.8%	COM	56585A102
RHI	ROBERT HALF INTL INC	1,627	$181K	0.0%	$111.25	$111.35	0.0%	COM	770323103
TTWO	TAKE-TWO INTERACTIVE SOFTWAR	1,013	$180K	0.0%	$177.69	$174.28	0.0%	COM	874054109
DOCU	DOCUSIGN INC	1,174	$179K	0.0%	$152.47 *	$227.99	0.0%	COM	256163106
SSNC	SS&C TECHNOLOGIES HLDGS INC	2,177	$178K	0.0%	$81.76 *	$76.97	0.0%	COM	78467J100
SJM	SMUCKER J M CO	1,313	$178K	0.0%	$135.57 *	$111.01	0.0%	COM NEW	832696405
JBHT	HUNT J B TRANS SVCS INC	864	$177K	0.0%	$204.86 *	$184.81	0.0%	COM	445658107
WY	WEYERHAEUSER CO MTN BE	4,287	$177K	0.0%	$41.29 *	$31.98	0.0%	COM NEW	962166104
CPT	CAMDEN PPTY TR	981	$175K	0.0%	$178.39 *	$142.35	0.0%	SH BEN INT	133131102
AMT	AMERICAN TOWER CORP NEW	599	$175K	0.0%	$292.15 *	$248.67	-3.7%	COM	03027X100
KDP	KEURIG DR PEPPER INC	4,601	$170K	0.0%	$36.95 *	$31.60	0.0%	COM	49271V100
ZBRA	ZEBRA TECHNOLOGIES CORPORATI	286	$170K	0.0%	$594.41 *	$567.76	0.0%	CL A	989207105
BF/B	BROWN FORMAN CORP	2,316	$169K	0.0%	$72.97 *	$65.35	0.0%	CL B	115637209
PLTR	PALANTIR TECHNOLOGIES INC	9,149	$167K	0.0%	$18.25 *	$22.08	0.0%	CL A	69608A108
BILL	BILL COM HLDGS INC	669	$167K	0.0%	$249.63 *	$282.75	0.0%	COM	090043100
CHTR	CHARTER COMMUNICATIONS INC N	252	$164K	0.0%	$650.79 *	$758.74	-10.3%	CL A	16119P108
IRM	IRON MTN INC NEW	3,116	$163K	0.0%	$52.31 *	$40.12	0.0%	COM	46284V101
FANG	DIAMONDBACK ENERGY INC	1,514	$163K	0.0%	$107.66 *	$89.41	0.0%	COM	25278X109
PG	PROCTER AND GAMBLE CO	988	$162K	0.0%	$163.97 *	$134.13	0.0%	COM	742718109
TMUS	T-MOBILE US INC	1,389	$161K	0.0%	$115.91	$133.49	-14.8%	COM	872590104
HIG	HARTFORD FINL SVCS GROUP INC	2,304	$159K	0.0%	$69.01 *	$64.85	0.0%	COM	416515104
CE	CELANESE CORP DEL	946	$159K	0.0%	$168.08 *	$151.80	0.0%	COM	150870103
EXR	EXTRA SPACE STORAGE INC	702	$159K	0.0%	$226.50 *	$167.31	0.0%	COM	30225T102
—	JUNIPER NETWORKS INC	4,436	$158K	0.0%	$35.62	$35.62	—	COM	48203R104
TXT	TEXTRON INC	2,034	$157K	0.0%	$77.19 *	$73.92	0.0%	COM	883203101
VTRS	VIATRIS INC	11,226	$152K	0.0%	$13.54 *	$11.72	-5.1%	COM	92556V106
AVB	AVALONBAY CMNTYS INC	597	$151K	0.0%	$252.93 *	$206.31	0.0%	COM	053484101
PPL	PPL CORP	4,979	$150K	0.0%	$30.13 *	$24.94	0.0%	COM	69351T106
DD	DUPONT DE NEMOURS INC	1,841	$149K	0.0%	$80.93 *	$28.36	+3.0%	COM	26614N102
NDAQ	NASDAQ INC	705	$148K	0.0%	$209.93 *	$64.29	0.0%	COM	631103108
LUMN	LUMEN TECHNOLOGIES INC	11,795	$148K	0.0%	$12.55 *	$11.35	+3.6%	COM	550241103
AJG	GALLAGHER ARTHUR J & CO	873	$148K	0.0%	$169.53 *	$156.75	0.0%	COM	363576109
CRL	CHARLES RIV LABS INTL INC	393	$148K	0.0%	$376.59 *	$388.52	0.0%	COM	159864107
KEY	KEYCORP	6,302	$146K	0.0%	$23.17 *	$18.79	0.0%	COM	493267108
LNC	LINCOLN NATL CORP IND	2,103	$144K	0.0%	$68.47 *	$56.16	0.0%	COM	534187109
FNF	FIDELITY NATIONAL FINANCIAL	2,742	$143K	0.0%	$52.15 *	$38.96	0.0%	FNF GROUP COM	31620R303
STT	STATE STR CORP	1,535	$143K	0.0%	$93.16 *	$81.94	0.0%	COM	857477103
CHRW	C H ROBINSON WORLDWIDE INC	1,327	$143K	0.0%	$107.76 *	$87.80	0.0%	COM NEW	12541W209
—	FLEETCOR TECHNOLOGIES INC	640	$143K	0.0%	$223.44	$223.44	—	COM	339041105
RF	REGIONS FINANCIAL CORP NEW	6,414	$140K	0.0%	$21.83 *	$19.19	0.0%	COM	7591EP100
SBNY	SIGNATURE BK NEW YORK N Y	431	$139K	0.0%	$322.51	$322.51	—	COM	82669G104
INCY	INCYTE CORP	1,875	$138K	0.0%	$73.60 *	$67.41	0.0%	COM	45337C102
AVTR	AVANTOR INC	3,251	$137K	0.0%	$42.14 *	$39.41	0.0%	COM	05352A100
ORLY	OREILLY AUTOMOTIVE INC	192	$136K	0.0%	$708.33 *	$43.28	0.0%	COM	67103H107
ADSK	AUTODESK INC	484	$136K	0.0%	$280.99 *	$291.48	0.0%	COM	052769106
HSIC	HENRY SCHEIN INC	1,733	$134K	0.0%	$77.32	$76.44	0.0%	COM	806407102
PCG	PG&E CORP	11,065	$134K	0.0%	$12.11 *	$11.58	0.0%	COM	69331C108
TYL	TYLER TECHNOLOGIES INC	247	$133K	0.0%	$538.46 *	$517.68	0.0%	COM	902252105
PEP	PEPSICO INC	760	$132K	0.0%	$173.68 *	$143.45	0.0%	COM	713448108
EIX	EDISON INTL	1,941	$132K	0.0%	$68.01 *	$52.64	0.0%	COM	281020107
GEN	NORTONLIFELOCK INC	5,079	$132K	0.0%	$25.99 *	$23.20	0.0%	COM	668771108
TECH	BIO-TECHNE CORP	253	$131K	0.0%	$517.79 *	$120.38	0.0%	COM	09073M104
KMI	KINDER MORGAN INC DEL	8,283	$131K	0.0%	$15.82 *	$13.20	0.0%	COM	49456B101
CMG	CHIPOTLE MEXICAN GRILL INC	75	$131K	0.0%	$1746.67 *	$35.21	0.0%	COM	169656105
SNA	SNAP ON INC	604	$130K	0.0%	$215.23 *	$191.57	0.0%	COM	833034101
SYK	STRYKER CORPORATION	481	$129K	0.0%	$268.19 *	$251.12	0.0%	COM	863667101
—	AMC ENTMT HLDGS INC	4,750	$129K	0.0%	$27.16	$27.16	—	CL A COM	00165C104
ENPH	ENPHASE ENERGY INC	704	$129K	0.0%	$183.24 *	$208.64	0.0%	COM	29355A107
XYZ	BLOCK INC	786	$127K	0.0%	$161.58 *	$218.11	-0.6%	CL A	852234103
CTVA	CORTEVA INC	2,691	$127K	0.0%	$47.19 *	$41.24	+5.6%	COM	22052L104
—	HESS CORP	1,708	$126K	0.0%	$73.77	$73.77	—	COM	42809H107
WAB	WABTEC	1,361	$125K	0.0%	$91.84 *	$89.57	0.0%	COM	929740108
LKQ	LKQ CORP	2,060	$124K	0.0%	$60.19 *	$50.79	0.0%	COM	501889208
NEE	NEXTERA ENERGY INC	1,327	$124K	0.0%	$93.44 *	$77.35	0.0%	COM	65339F101
MCD	MCDONALDS CORP	458	$123K	0.0%	$268.56 *	$229.60	0.0%	COM	580135101
EQH	EQUITABLE HLDGS INC	3,715	$122K	0.0%	$32.84 *	$29.57	0.0%	COM	29452E101
MOS	MOSAIC CO NEW	3,088	$121K	0.0%	$39.18 *	$34.71	0.0%	COM	61945C103
SYF	SYNCHRONY FINANCIAL	2,560	$119K	0.0%	$46.48 *	$43.96	-0.6%	COM	87165B103
OMC	OMNICOM GROUP INC	1,618	$119K	0.0%	$73.55 *	$63.56	-3.3%	COM	681919106
LEA	LEAR CORP	651	$119K	0.0%	$182.80 *	$158.17	0.0%	COM NEW	521865204
UBER	UBER TECHNOLOGIES INC	2,824	$118K	0.0%	$41.78 *	$49.85	-13.5%	COM	90353T100
VTR	VENTAS INC	2,304	$118K	0.0%	$51.22 *	$45.11	0.0%	COM	92276F100
CGNX	COGNEX CORP	1,505	$117K	0.0%	$77.74	$78.45	0.0%	COM	192422103
GE	GENERAL ELECTRIC CO	1,229	$116K	0.0%	$94.39 *	$62.95	-2.2%	COM NEW	369604301
FE	FIRSTENERGY CORP	2,757	$115K	0.0%	$41.71 *	$32.61	0.0%	COM	337932107
WMT	WALMART INC	797	$115K	0.0%	$144.29 *	$44.93	+0.5%	COM	931142103
ALLY	ALLY FINL INC	2,396	$114K	0.0%	$47.58 *	$42.63	0.0%	COM	02005N100
CFG	CITIZENS FINL GROUP INC	2,413	$114K	0.0%	$47.24 *	$40.28	0.0%	COM	174610105
HRL	HORMEL FOODS CORP	2,312	$113K	0.0%	$48.88 *	$38.61	0.0%	COM	440452100
TDY	TELEDYNE TECHNOLOGIES INC	256	$112K	0.0%	$437.50	$434.96	0.0%	COM	879360105
SNAP	SNAP INC	2,379	$112K	0.0%	$47.08 *	$62.84	-10.4%	CL A	83304A106
AFG	AMERICAN FINL GROUP INC OHIO	814	$112K	0.0%	$137.59 *	$97.80	0.0%	COM	025932104
ENTG	ENTEGRIS INC	810	$112K	0.0%	$138.27	$137.46	0.0%	COM	29362U104
NRG	NRG ENERGY INC	2,589	$112K	0.0%	$43.26 *	$34.95	0.0%	COM NEW	629377508
—	JACOBS ENGR GROUP INC	804	$112K	0.0%	$139.30	$139.30	—	COM	469814107
DOC	HEALTHPEAK PROPERTIES INC	3,048	$110K	0.0%	$36.09 *	$27.38	0.0%	COM	42250P103
MHK	MOHAWK INDS INC	606	$110K	0.0%	$181.52	$178.47	0.0%	COM	608190104
BWA	BORGWARNER INC	2,444	$110K	0.0%	$45.01 *	$37.80	0.0%	COM	099724106
MAR	MARRIOTT INTL INC NEW	657	$109K	0.0%	$165.91 *	$151.70	0.0%	CL A	571903202
VST	VISTRA CORP	4,783	$109K	0.0%	$22.79 *	$18.51	0.0%	COM	92840M102
CAH	CARDINAL HEALTH INC	2,047	$105K	0.0%	$51.29 *	$44.62	0.0%	COM	14149Y108
CVX	CHEVRON CORP NEW	894	$105K	0.0%	$117.45 *	$96.10	0.0%	COM	166764100
JKHY	HENRY JACK & ASSOC INC	628	$105K	0.0%	$167.20 *	$153.62	0.0%	COM	426281101
SYY	SYSCO CORP	1,336	$105K	0.0%	$78.59 *	$68.78	0.0%	COM	871829107
FITB	FIFTH THIRD BANCORP	2,394	$104K	0.0%	$43.44 *	$37.13	0.0%	COM	316773100
MTCH	MATCH GROUP INC NEW	778	$103K	0.0%	$132.39 *	$141.54	0.0%	COM	57667L107
FBIN	FORTUNE BRANDS HOME & SEC IN	953	$102K	0.0%	$107.03 *	$80.86	0.0%	COM	34964C106
CZR	CAESARS ENTERTAINMENT INC NE	1,088	$102K	0.0%	$93.75 *	$101.38	0.0%	COM	12769G100
TEVA	TEVA PHARMACEUTICAL INDS LTD	12,459	$100K	0.0%	$8.03	$9.71	—	SPONSORED ADS	881624209
ZBH	ZIMMER BIOMET HOLDINGS INC	783	$99,000	0.0%	$126.44	$126.23	0.0%	COM	98956P102
—	TWITTER INC	2,276	$98,000	0.0%	$43.06	$43.06	—	COM	90184L102
SBAC	SBA COMMUNICATIONS CORP NEW	249	$97,000	0.0%	$389.56 *	$329.62	0.0%	CL A	78410G104
LOW	LOWES COS INC	376	$97,000	0.0%	$257.98 *	$149.39	+47.1%	COM	548661107
FOXA	FOX CORP	2,639	$97,000	0.0%	$36.76	$37.36	0.0%	CL A COM	35137L105
WU	WESTERN UN CO	5,282	$94,000	0.0%	$17.80	$17.80	—	COM	959802109
—	DISCOVERY INC	4,050	$93,000	0.0%	$22.96	$22.96	—	COM SER C	25470F302
MOH	MOLINA HEALTHCARE INC	290	$92,000	0.0%	$317.24 *	$297.41	0.0%	COM	60855R100
UHS	UNIVERSAL HLTH SVCS INC	701	$91,000	0.0%	$129.81 *	$125.78	0.0%	CL B	913903100
UPS	UNITED PARCEL SERVICE INC	420	$90,000	0.0%	$214.29 *	$133.29	+26.5%	CL B	911312106
ABNB	AIRBNB INC	539	$90,000	0.0%	$166.98 *	$176.10	0.0%	COM CL A	009066101
BBWI	BATH & BODY WORKS INC	1,293	$90,000	0.0%	$69.61 *	$63.95	0.0%	COM	070830104
—	ANNALY CAPITAL MANAGEMENT IN	11,340	$89,000	0.0%	$7.85	$7.85	—	COM	035710409
RJF	RAYMOND JAMES FINL INC	872	$88,000	0.0%	$100.92 *	$92.93	0.0%	COM	754730109
PFG	PRINCIPAL FINANCIAL GROUP IN	1,221	$88,000	0.0%	$72.07 *	$60.13	0.0%	COM	74251V102
BEN	FRANKLIN RESOURCES INC	2,596	$87,000	0.0%	$33.51 *	$26.58	0.0%	COM	354613101
TFC	TRUIST FINL CORP	1,430	$84,000	0.0%	$58.74 *	$49.71	0.0%	COM	89832Q109
—	ANSYS INC	203	$81,000	0.0%	$399.01	$399.01	—	COM	03662Q105
D	DOMINION ENERGY INC	1,013	$80,000	0.0%	$78.97 *	$62.13	0.0%	COM	25746U109
TRU	TRANSUNION	671	$80,000	0.0%	$119.23 *	$112.10	0.0%	COM	89400J107
ROP	ROPER TECHNOLOGIES INC	163	$80,000	0.0%	$490.80 *	$463.97	0.0%	COM	776696106
VRSN	VERISIGN INC	312	$79,000	0.0%	$253.21 *	$229.23	0.0%	COM	92343E102
CSX	CSX CORP	2,101	$79,000	0.0%	$37.60 *	$33.29	0.0%	COM	126408103
REG	REGENCY CTRS CORP	1,019	$77,000	0.0%	$75.56 *	$60.80	0.0%	COM	758849103
WCN	WASTE CONNECTIONS INC	564	$77,000	0.0%	$136.52 *	$129.36	0.0%	COM	94106B101
INFY	INFOSYS LTD	3,004	$76,000	0.0%	$25.30	$25.30	—	SPONSORED ADR	456788108
BALL	BALL CORP	790	$76,000	0.0%	$96.20 *	$87.41	0.0%	COM	058498106
CCI	CROWN CASTLE INTL CORP NEW	364	$76,000	0.0%	$208.79 *	$150.02	0.0%	COM	22822V101
NSC	NORFOLK SOUTHN CORP	251	$75,000	0.0%	$298.80 *	$255.22	0.0%	COM	655844108
L	LOEWS CORP	1,306	$75,000	0.0%	$57.43 *	$55.90	0.0%	COM	540424108
DLR	DIGITAL RLTY TR INC	414	$73,000	0.0%	$176.33 *	$138.11	0.0%	COM	253868103
USB	US BANCORP DEL	1,304	$73,000	0.0%	$55.98 *	$47.72	+2.3%	COM NEW	902973304
ROKU	ROKU INC	317	$72,000	0.0%	$227.13 *	$269.73	0.0%	COM CL A	77543R102
SO	SOUTHERN CO	1,042	$71,000	0.0%	$68.14 *	$54.72	0.0%	COM	842587107
NWSA	NEWS CORP NEW	3,180	$71,000	0.0%	$22.33	$22.03	0.0%	CL A	65249B109
IP	INTERNATIONAL PAPER CO	1,484	$70,000	0.0%	$47.17 *	$41.02	0.0%	COM	460146103
CSGP	COSTAR GROUP INC	880	$70,000	0.0%	$79.55 *	$83.91	0.0%	COM	22160N109
LBRDK	LIBERTY BROADBAND CORP	416	$67,000	0.0%	$161.06 *	$154.05	0.0%	COM SER C	530307305
BIO	BIO RAD LABS INC	89	$67,000	0.0%	$752.81	$748.36	0.0%	CL A	090572207
DPZ	DOMINOS PIZZA INC	117	$66,000	0.0%	$564.10 *	$480.51	0.0%	COM	25754A201
—	LIBERTY MEDIA CORP DEL	1,304	$66,000	0.0%	$50.61	$50.61	—	COM C SIRIUSXM	531229607
CINF	CINCINNATI FINL CORP	578	$66,000	0.0%	$114.19 *	$106.37	0.0%	COM	172062101
VRSK	VERISK ANALYTICS INC	276	$63,000	0.0%	$228.26 *	$212.40	0.0%	COM	92345Y106
ADI	ANALOG DEVICES INC	350	$62,000	0.0%	$177.14 *	$164.67	0.0%	COM	032654105
MASI	MASIMO CORP	209	$61,000	0.0%	$291.87 *	$284.79	0.0%	COM	574795100
AGNC	AGNC INVT CORP	3,969	$60,000	0.0%	$15.12	$15.12	—	COM	00123Q104
APD	AIR PRODS & CHEMS INC	190	$58,000	0.0%	$305.26 *	$263.65	0.0%	COM	009158106
PH	PARKER-HANNIFIN CORP	181	$58,000	0.0%	$320.44 *	$292.73	0.0%	COM	701094104
DLTR	DOLLAR TREE INC	416	$58,000	0.0%	$139.42 *	$121.46	0.0%	COM	256746108
O	REALTY INCOME CORP	781	$56,000	0.0%	$71.70 *	$55.37	0.0%	COM	756109104
AME	AMETEK INC	369	$54,000	0.0%	$146.34 *	$133.10	0.0%	COM	031100100
—	CERNER CORP	576	$53,000	0.0%	$92.01	$92.01	—	COM	156782104
BKR	BAKER HUGHES COMPANY	2,153	$52,000	0.0%	$24.15 *	$22.36	0.0%	CL A	05722G100
MLM	MARTIN MARIETTA MATLS INC	118	$52,000	0.0%	$440.68 *	$395.00	0.0%	COM	573284106
NEM	NEWMONT CORP	825	$51,000	0.0%	$61.82 *	$49.84	0.0%	COM	651639106
OTIS	OTIS WORLDWIDE CORP	589	$51,000	0.0%	$86.59 *	$78.43	0.0%	COM	68902V107
AWK	AMERICAN WTR WKS CO INC NEW	270	$51,000	0.0%	$188.89 *	$160.41	0.0%	COM	030420103
CVNA	CARVANA CO	221	$51,000	0.0%	$230.77 *	$275.07	0.0%	CL A	146869102
ARE	ALEXANDRIA REAL ESTATE EQ IN	218	$49,000	0.0%	$224.77 *	$171.58	0.0%	COM	015271109
PSX	PHILLIPS 66	656	$48,000	0.0%	$73.17 *	$64.72	0.0%	COM	718546104
FOX	FOX CORP	1,375	$47,000	0.0%	$34.18	$34.56	0.0%	CL B COM	35137L204
—	DISCOVERY INC	1,989	$47,000	0.0%	$23.63	$23.63	—	COM SER A	25470F104
OKE	ONEOK INC NEW	776	$46,000	0.0%	$59.28 *	$49.62	0.0%	COM	682680103
EA	ELECTRONIC ARTS INC	349	$46,000	0.0%	$131.81	$131.15	+0.2%	COM	285512109
—	DISCOVER FINL SVCS	399	$46,000	0.0%	$115.29	$115.29	—	COM	254709108
HAL	HALLIBURTON CO	1,945	$44,000	0.0%	$22.62 *	$21.79	0.0%	COM	406216101
WMB	WILLIAMS COS INC	1,677	$44,000	0.0%	$26.24 *	$22.75	0.0%	COM	969457100
KMB	KIMBERLY-CLARK CORP	299	$43,000	0.0%	$143.81 *	$115.26	0.0%	COM	494368103
STZ	CONSTELLATION BRANDS INC	173	$43,000	0.0%	$248.55 *	$212.48	0.0%	CL A	21036P108
CLX	CLOROX CO DEL	238	$41,000	0.0%	$172.27 *	$145.62	0.0%	COM	189054109
VLO	VALERO ENERGY CORP	541	$41,000	0.0%	$75.79 *	$65.12	0.0%	COM	91913Y100
WELL	WELLTOWER INC	469	$40,000	0.0%	$85.29 *	$76.81	-2.3%	COM	95040Q104
AEP	AMERICAN ELEC PWR CO INC	453	$40,000	0.0%	$88.30 *	$74.35	-2.5%	COM	025537101
GIS	GENERAL MLS INC	586	$39,000	0.0%	$66.55 *	$55.25	0.0%	COM	370334104
VFC	V F CORP	534	$39,000	0.0%	$73.03	$73.05	0.0%	COM	918204108
SUI	SUN CMNTYS INC	180	$38,000	0.0%	$211.11	$211.11	—	COM	866674104
DVA	DAVITA INC	328	$37,000	0.0%	$112.80 *	$107.49	0.0%	COM	23918K108
TRV	TRAVELERS COMPANIES INC	236	$37,000	0.0%	$156.78 *	$143.90	0.0%	COM	89417E109
PEG	PUBLIC SVC ENTERPRISE GRP IN	535	$36,000	0.0%	$67.29 *	$55.02	0.0%	COM	744573106
XEL	XCEL ENERGY INC	517	$35,000	0.0%	$67.70 *	$56.85	0.0%	COM	98389B100
ETR	ENTERGY CORP NEW	304	$34,000	0.0%	$111.84 *	$45.13	0.0%	COM	29364G103
ES	EVERSOURCE ENERGY	379	$34,000	0.0%	$89.71 *	$72.67	0.0%	COM	30040W108
WEC	WEC ENERGY GROUP INC	341	$33,000	0.0%	$96.77 *	$79.41	0.0%	COM	92939U106
ED	CONSOLIDATED EDISON INC	392	$33,000	0.0%	$84.18 *	$68.08	0.0%	COM	209115104
—	LIBERTY MEDIA CORP DEL	590	$30,000	0.0%	$50.85	$50.85	—	COM A SIRIUSXM	531229409
—	CITRIX SYS INC	310	$29,000	0.0%	$93.55	$93.55	—	COM	177376100
—	LIBERTY MEDIA CORP DEL	442	$28,000	0.0%	$63.35	$63.35	—	COM SER C FRMLA	531229854
DTE	DTE ENERGY CO	220	$26,000	0.0%	$118.18 *	$99.45	0.0%	COM	233331107
BXP	BOSTON PROPERTIES INC	223	$26,000	0.0%	$116.59 *	$91.74	0.0%	COM	101121101
MTB	M & T BK CORP	165	$25,000	0.0%	$151.52 *	$134.29	0.0%	COM	55261F104
—	KELLOGG CO	370	$24,000	0.0%	$64.86 *	$51.09	0.0%	COM	487836108
HBAN	HUNTINGTON BANCSHARES INC	1,501	$23,000	0.0%	$15.32 *	$13.03	0.0%	COM	446150104
MPT	MEDICAL PPTYS TRUST INC	988	$23,000	0.0%	$23.28	$23.28	—	COM	58463J304
—	SIRIUS XM HOLDINGS INC	3,560	$23,000	0.0%	$6.46	$6.46	—	COM	82968B103