Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
IVV	ISHARES TR	1,224,902	$556M	24.2%	$453.69	$428.62	—	CORE S&P500 ETF	464287200
SE	SEA LTD	1,122,789	$135M	5.9%	$119.79	$180.40	—	SPONSORD ADS	81141R100
MSFT	MICROSOFT CORP	397,910	$123M	5.3%	$308.31 *	$265.47	+9.8%	COM	594918104
IEUR	ISHARES TR	1,494,000	$79.78M	3.5%	$53.40	$55.89	—	CORE MSCI EURO	46434V738
MRK	MERCK & CO INC	923,285	$75.76M	3.3%	$82.05 *	$67.39	+3.7%	COM	58933Y105
V	VISA INC	283,481	$62.87M	2.7%	$221.77 *	$211.70	-0.8%	COM CL A	92826C839
CSCO	CISCO SYS INC	1,053,769	$58.76M	2.6%	$55.76 *	$48.26	+4.2%	COM	17275R102
SBUX	STARBUCKS CORP	631,924	$57.49M	2.5%	$90.97 *	$91.40	-6.0%	COM	855244109
TXN	TEXAS INSTRS INC	297,379	$54.56M	2.4%	$183.48 *	$158.25	-0.6%	COM	882508104
SPY	SPDR S&P 500 ETF TR	115,300	$52.07M	2.3%	$451.64	$428.91	—	TR UNIT	78462F103
NTRS	NORTHERN TR CORP	445,767	$51.91M	2.3%	$116.45 *	$97.89	+6.8%	COM	665859104
CL	COLGATE PALMOLIVE CO	646,597	$49.03M	2.1%	$75.83 *	$72.15	+0.2%	COM	194162103
DE	DEERE & CO	116,140	$48.25M	2.1%	$415.46 *	$317.55	+14.3%	COM	244199105
PGR	PROGRESSIVE CORP	368,684	$42.03M	1.8%	$113.99 *	$86.67	+13.6%	COM	743315103
HD	HOME DEPOT INC	136,247	$40.78M	1.8%	$299.33 *	$297.25	+5.6%	COM	437076102
ECL	ECOLAB INC	207,699	$36.67M	1.6%	$176.56	$195.40	-8.1%	COM	278865100
PLD	PROLOGIS INC.	217,272	$35.09M	1.5%	$161.48 *	$111.71	+21.2%	COM	74340W103
ADP	AUTOMATIC DATA PROCESSING IN	150,122	$34.16M	1.5%	$227.54 *	$174.60	+12.8%	COM	053015103
BAX	BAXTER INTL INC	436,683	$33.86M	1.5%	$77.54	$74.01	+3.2%	COM	071813109
BBAX	J P MORGAN EXCHANGE-TRADED F	503,044	$27.98M	1.2%	$55.63	$56.75	—	BETABUILDERS DEV	46641Q233
BBJP	J P MORGAN EXCHANGE-TRADED F	535,600	$27.18M	1.2%	$50.74	$55.35	—	BETABULDRS JAPAN	46641Q217
TSLA	TESLA INC	25,173	$27.13M	1.2%	$1077.58 *	$199.68	+56.0%	COM	88160R101
AAPL	APPLE INC	130,275	$22.75M	1.0%	$174.61 *	$138.92	+18.7%	COM	037833100
NVDA	NVIDIA CORPORATION	67,008	$18.28M	0.8%	$272.86 *	$21.20	+18.1%	COM	67066G104
AAXJ	ISHARES TR	180,894	$13.57M	0.6%	$75.03	$92.93	—	MSCI AC ASIA ETF	464288182
GOOGL	ALPHABET INC	4,754	$13.22M	0.6%	$2781.45 *	$101.54	+32.8%	CAP STK CL A	02079K305
EWH	ISHARES INC	584,103	$13.18M	0.6%	$22.57	$22.99	—	MSCI HONG KG ETF	464286871
META	META PLATFORMS INC	51,806	$11.52M	0.5%	$222.37 *	$288.55	-14.0%	CL A	30303M102
BABA	ALIBABA GROUP HLDG LTD	90,958	$9.896M	0.4%	$108.80	$256.13	—	SPONSORED ADS	01609W102
GOOG	ALPHABET INC	3,500	$9.775M	0.4%	$2792.86 *	$118.14	+14.2%	CAP STK CL C	02079K107
AMZN	AMAZON COM INC	2,893	$9.431M	0.4%	$3259.94 *	$159.24	-3.0%	COM	023135106
HTHT	HUAZHU GROUP LTD	262,713	$8.667M	0.4%	$32.99	$47.99	—	SPONSORED ADS	44332N106
EWS	ISHARES INC	415,224	$8.653M	0.4%	$20.84	$20.84	—	MSCI SINGPOR ETF	46434G780
COST	COSTCO WHSL CORP NEW	13,166	$7.582M	0.3%	$575.88 *	$459.06	+9.1%	COM	22160K105
UNH	UNITEDHEALTH GROUP INC	13,868	$7.072M	0.3%	$509.95 *	$392.23	+15.0%	COM	91324P102
HCM	HUTCHMED CHINA LTD	356,640	$6.748M	0.3%	$18.92	$32.86	—	SPONSORED ADS	44842L103
LLY	LILLY ELI & CO	22,509	$6.446M	0.3%	$286.37 *	$243.21	+2.2%	COM	532457108
AVGO	BROADCOM INC	9,839	$6.195M	0.3%	$629.64 *	$50.60	+8.9%	COM	11135F101
VIPS	VIPSHOP HOLDINGS LIMITED	683,524	$6.152M	0.3%	$9.00	$22.69	—	SPONSORED ADS A	92763W103
MA	MASTERCARD INCORPORATED	16,399	$5.861M	0.3%	$357.40	$336.39	+4.5%	CL A	57636Q104
INTC	INTEL CORP	116,755	$5.786M	0.3%	$49.56 *	$49.69	-7.1%	COM	458140100
ADBE	ADOBE SYSTEMS INCORPORATED	12,207	$5.562M	0.2%	$455.64 *	$542.28	-11.3%	COM	00724F101
AMD	ADVANCED MICRO DEVICES INC	49,765	$5.441M	0.2%	$109.33 *	$115.60	+3.3%	COM	007903107
NFLX	NETFLIX INC	14,455	$5.415M	0.2%	$374.61 *	$54.30	-23.3%	COM	64110L106
BRK/B	BERKSHIRE HATHAWAY INC DEL	14,304	$5.048M	0.2%	$352.91 *	$312.93	+3.4%	CL B NEW	084670702
PFE	PFIZER INC	91,436	$4.734M	0.2%	$51.77 *	$38.61	+10.0%	COM	717081103
JNJ	JOHNSON & JOHNSON	26,196	$4.643M	0.2%	$177.24 *	$139.33	+8.9%	COM	478160104
SHOP	SHOPIFY INC	6,797	$4.595M	0.2%	$676.03 *	$117.49	-30.1%	CL A	82509L107
ABBV	ABBVIE INC	27,703	$4.491M	0.2%	$162.11 *	$97.62	+29.5%	COM	00287Y109
AMAT	APPLIED MATLS INC	32,310	$4.258M	0.2%	$131.79	$123.98	+7.2%	COM	038222105
T	AT&T INC	164,652	$3.891M	0.2%	$23.63 *	$15.49	-3.7%	COM	00206R102
MU	MICRON TECHNOLOGY INC	47,996	$3.738M	0.2%	$77.88 *	$78.59	+6.1%	COM	595112103
QCOM	QUALCOMM INC	24,244	$3.705M	0.2%	$152.82	$145.74	+5.4%	COM	747525103
PCRX	PACIRA BIOSCIENCES INC	48,124	$3.673M	0.2%	$76.32 *	$59.54	+12.0%	COM	695127100
BX	BLACKSTONE INC	28,621	$3.633M	0.2%	$126.93 *	$109.59	-2.2%	COM	09260D107
JPM	JPMORGAN CHASE & CO	26,464	$3.608M	0.2%	$136.34	$138.54	-3.5%	COM	46625H100
MKTX	MARKETAXESS HLDGS INC	10,543	$3.587M	0.2%	$340.23	$481.87	-28.6%	COM	57060D108
NKE	NIKE INC	26,110	$3.513M	0.2%	$134.55	$136.13	-3.1%	CL B	654106103
ISRG	INTUITIVE SURGICAL INC	11,586	$3.495M	0.2%	$301.66 *	$313.14	-6.7%	COM NEW	46120E602
DHR	DANAHER CORPORATION	11,766	$3.451M	0.2%	$293.30 *	$252.20	-2.6%	COM	235851102
WFC	WELLS FARGO CO NEW	69,863	$3.386M	0.1%	$48.47	$42.93	+12.9%	COM	949746101
WM	WASTE MGMT INC DEL	21,361	$3.386M	0.1%	$158.51 *	$143.32	-0.6%	COM	94106L109
VRTX	VERTEX PHARMACEUTICALS INC	12,481	$3.257M	0.1%	$260.96 *	$226.93	+4.6%	COM	92532F100
TMO	THERMO FISHER SCIENTIFIC INC	5,386	$3.181M	0.1%	$590.61 *	$580.22	-2.1%	COM	883556102
WDAY	WORKDAY INC	13,140	$3.147M	0.1%	$239.50	$238.37	-0.0%	CL A	98138H101
KMI	KINDER MORGAN INC DEL	166,116	$3.141M	0.1%	$18.91 *	$14.14	+0.3%	COM	49456B101
TGT	TARGET CORP	14,670	$3.113M	0.1%	$212.20 *	$189.31	+1.1%	COM	87612E106
EXC	EXELON CORP	62,238	$2.964M	0.1%	$47.62 *	$35.95	+2.5%	COM	30161N101
TTD	THE TRADE DESK INC	42,449	$2.94M	0.1%	$69.26 *	$69.08	+4.5%	COM CL A	88339J105
INDA	ISHARES TR	64,835	$2.89M	0.1%	$44.57	$46.06	—	MSCI INDIA ETF	46429B598
ILMN	ILLUMINA INC	8,152	$2.848M	0.1%	$349.36 *	$380.85	-11.3%	COM	452327109
BIDU	BAIDU INC	21,414	$2.833M	0.1%	$132.30	$245.48	—	SPON ADR REP A	056752108
—	ARISTA NETWORKS INC	19,796	$2.751M	0.1%	$138.97	$139.67	—	COM	040413106
MRNA	MODERNA INC	15,735	$2.711M	0.1%	$172.29 *	$226.08	-25.5%	COM	60770K107
FRCB	FIRST REP BK SAN FRANCISCO C	16,497	$2.674M	0.1%	$162.09 *	$157.45	+9.9%	COM	33616C100
CHGG	CHEGG INC	73,255	$2.658M	0.1%	$36.28 *	$72.19	-58.3%	COM	163092109
MSI	MOTOROLA SOLUTIONS INC	10,864	$2.631M	0.1%	$242.18 *	$224.61	-1.3%	COM NEW	620076307
KR	KROGER CO	45,676	$2.62M	0.1%	$57.36 *	$37.40	+22.1%	COM	501044101
ZTS	ZOETIS INC	13,760	$2.595M	0.1%	$188.59	$188.22	+1.1%	CL A	98978V103
INTU	INTUIT	5,381	$2.587M	0.1%	$480.77 *	$496.42	+0.6%	COM	461202103
PYPL	PAYPAL HLDGS INC	22,369	$2.587M	0.1%	$115.65 *	$186.88	-29.0%	COM	70450Y103
BZUN	BAOZUN INC	300,177	$2.576M	0.1%	$8.58	$24.97	—	SPONSORED ADR	06684L103
ORCL	ORACLE CORP	31,037	$2.568M	0.1%	$82.74 *	$79.03	-2.6%	COM	68389X105
—	WALGREENS BOOTS ALLIANCE INC	56,766	$2.541M	0.1%	$44.76	$45.72	—	COM	931427108
—	BLACKROCK INC	3,319	$2.536M	0.1%	$764.09	$800.77	—	COM	09247X101
BMY	BRISTOL-MYERS SQUIBB CO	34,401	$2.512M	0.1%	$73.02 *	$55.80	+1.9%	COM	110122108
CBRE	CBRE GROUP INC	27,403	$2.508M	0.1%	$91.52 *	$96.93	+0.5%	CL A	12504L109
AIG	AMERICAN INTL GROUP INC	39,861	$2.502M	0.1%	$62.77 *	$49.92	+10.2%	COM NEW	026874784
BAC	BK OF AMERICA CORP	60,592	$2.498M	0.1%	$41.23	$38.48	+6.1%	COM	060505104
SPGI	S&P GLOBAL INC	5,991	$2.457M	0.1%	$410.12 *	$405.92	-2.9%	COM	78409V104
MET	METLIFE INC	34,374	$2.416M	0.1%	$70.29 *	$59.20	+1.5%	COM	59156R108
PANW	PALO ALTO NETWORKS INC	3,850	$2.397M	0.1%	$622.60 *	$84.95	+5.4%	COM	697435105
CVS	CVS HEALTH CORP	22,761	$2.304M	0.1%	$101.23 *	$84.22	+9.2%	COM	126650100
REGN	REGENERON PHARMACEUTICALS	3,234	$2.259M	0.1%	$698.52 *	$601.30	+4.6%	COM	75886F107
MELI	MERCADOLIBRE INC	1,896	$2.255M	0.1%	$1189.35 *	$1532.15	-29.0%	COM	58733R102
—	ABIOMED INC	6,751	$2.236M	0.1%	$331.21	$327.27	—	COM	003654100
KO	COCA COLA CO	35,715	$2.214M	0.1%	$61.99 *	$48.06	+12.5%	COM	191216100
FAST	FASTENAL CO	37,053	$2.201M	0.1%	$59.40 *	$22.16	+14.7%	COM	311900104
F	FORD MTR CO DEL	129,104	$2.183M	0.1%	$16.91 *	$8.73	+66.7%	COM	345370860
TWLO	TWILIO INC	13,225	$2.18M	0.1%	$164.84 *	$340.35	-46.5%	CL A	90138F102
STAA	STAAR SURGICAL CO	27,083	$2.164M	0.1%	$79.90 *	$96.59	-22.9%	COM PAR $0.01	852312305
PCAR	PACCAR INC	24,455	$2.154M	0.1%	$88.08 *	$52.11	+0.6%	COM	693718108
UPWK	UPWORK INC	92,487	$2.149M	0.1%	$23.24 *	$40.42	-38.1%	COM	91688F104
ON	ON SEMICONDUCTOR CORP	34,172	$2.14M	0.1%	$62.62 *	$56.33	+8.3%	COM	682189105
MCD	MCDONALDS CORP	8,526	$2.108M	0.1%	$247.24 *	$227.88	-0.0%	COM	580135101
AXP	AMERICAN EXPRESS CO	11,021	$2.061M	0.1%	$187.01 *	$166.20	+3.4%	COM	025816109
TSN	TYSON FOODS INC	22,935	$2.056M	0.1%	$89.64 *	$77.96	+3.1%	CL A	902494103
EW	EDWARDS LIFESCIENCES CORP	17,288	$2.035M	0.1%	$117.71 *	$112.10	+0.1%	COM	28176E108
CTSH	COGNIZANT TECHNOLOGY SOLUTIO	22,525	$2.02M	0.1%	$89.68 *	$71.73	+15.0%	CL A	192446102
SHW	SHERWIN WILLIAMS CO	7,971	$1.99M	0.1%	$249.65 *	$270.55	-1.5%	COM	824348106
WSO	WATSCO INC	6,508	$1.983M	0.1%	$304.70 *	$251.38	+13.5%	COM	942622200
IBM	INTERNATIONAL BUSINESS MACHS	15,025	$1.954M	0.1%	$130.05 *	$107.54	+4.2%	COM	459200101
VZ	VERIZON COMMUNICATIONS INC	38,144	$1.943M	0.1%	$50.94 *	$42.34	-2.0%	COM	92343V104
HON	HONEYWELL INTL INC	9,838	$1.914M	0.1%	$194.55 *	$176.98	-3.7%	COM	438516106
AFL	AFLAC INC	29,656	$1.91M	0.1%	$64.41 *	$55.89	+2.5%	COM	001055102
XOM	EXXON MOBIL CORP	22,624	$1.869M	0.1%	$82.61 *	$55.38	+22.6%	COM	30231G102
WELL	WELLTOWER INC	19,263	$1.852M	0.1%	$96.14 *	$78.63	+0.1%	COM	95040Q104
—	LABORATORY CORP AMER HLDGS	6,864	$1.81M	0.1%	$263.69	$266.25	—	COM NEW	50540R409
—	MARATHON OIL CORP	70,800	$1.778M	0.1%	$25.11	$13.93	—	COM	565849106
UNP	UNION PAC CORP	6,492	$1.774M	0.1%	$273.26 *	$204.61	+12.7%	COM	907818108
—	LAM RESEARCH CORP	3,264	$1.755M	0.1%	$537.68	$555.56	—	COM	512807108
CDXS	CODEXIS INC	84,638	$1.745M	0.1%	$20.62	$26.41	-21.6%	COM	192005106
AVB	AVALONBAY CMNTYS INC	6,708	$1.666M	0.1%	$248.36 *	$212.11	+0.3%	COM	053484101
GGB	GERDAU SA	254,016	$1.633M	0.1%	$6.43	$6.12	—	SPON ADR REP PFD	373737105
CARR	CARRIER GLOBAL CORPORATION	34,774	$1.595M	0.1%	$45.87 *	$46.91	-4.9%	COM	14448C104
IDXX	IDEXX LABS INC	2,872	$1.571M	0.1%	$547.01 *	$563.49	-6.6%	COM	45168D104
COP	CONOCOPHILLIPS	15,703	$1.57M	0.1%	$99.98 *	$69.22	+15.1%	COM	20825C104
EOG	EOG RES INC	13,102	$1.562M	0.1%	$119.22 *	$85.49	+9.4%	COM	26875P101
AZO	AUTOZONE INC	764	$1.562M	0.1%	$2044.50 *	$1861.88	+5.0%	COM	053332102
NOW	SERVICENOW INC	2,772	$1.544M	0.1%	$557.00 *	$120.57	-7.1%	COM	81762P102
HUM	HUMANA INC	3,505	$1.525M	0.1%	$435.09 *	$404.95	-0.7%	COM	444859102
CMCSA	COMCAST CORP NEW	32,346	$1.514M	0.1%	$46.81 *	$49.13	-12.8%	CL A	20030N101
VST	VISTRA CORP	63,077	$1.467M	0.1%	$23.26 *	$20.46	+0.8%	COM	92840M102
KLAC	KLA CORP	3,995	$1.462M	0.1%	$365.96	$324.92	+10.5%	COM NEW	482480100
GILD	GILEAD SCIENCES INC	24,540	$1.459M	0.1%	$59.45 *	$56.27	-2.0%	COM	375558103
EXAS	EXACT SCIENCES CORP	20,785	$1.453M	0.1%	$69.91 *	$124.29	-41.2%	COM	30063P105
SPG	SIMON PPTY GROUP INC NEW	10,964	$1.442M	0.1%	$131.52 *	$112.38	+1.8%	COM	828806109
WAT	WATERS CORP	4,560	$1.415M	0.1%	$310.31 *	$285.60	+13.9%	COM	941848103
MNST	MONSTER BEVERAGE CORP NEW	17,342	$1.386M	0.1%	$79.92 *	$42.82	-2.0%	COM	61174X109
LULU	LULULEMON ATHLETICA INC	3,780	$1.381M	0.1%	$365.34 *	$357.66	-9.0%	COM	550021109
W	WAYFAIR INC	12,278	$1.36M	0.1%	$110.77 *	$275.11	-48.8%	CL A	94419L101
BKNG	BOOKING HOLDINGS INC	575	$1.35M	0.1%	$2347.83 *	$2216.44	+3.7%	COM	09857L108
MCO	MOODYS CORP	3,991	$1.347M	0.1%	$337.51 *	$351.12	-7.4%	COM	615369105
CME	CME GROUP INC	5,618	$1.336M	0.1%	$237.81 *	$193.57	+3.7%	COM	12572Q105
DNLI	DENALI THERAPEUTICS INC	41,385	$1.331M	0.1%	$32.16 *	$60.12	-42.8%	COM	24823R105
FANG	DIAMONDBACK ENERGY INC	9,695	$1.329M	0.1%	$137.08 *	$104.78	+2.7%	COM	25278X109
PSA	PUBLIC STORAGE	3,392	$1.324M	0.1%	$390.33 *	$261.16	+15.3%	COM	74460D109
FIS	FIDELITY NATL INFORMATION SV	13,124	$1.318M	0.1%	$100.43 *	$126.56	-25.1%	COM	31620M106
GS	GOLDMAN SACHS GROUP INC	3,978	$1.313M	0.1%	$330.07 *	$319.53	+0.1%	COM	38141G104
CAT	CATERPILLAR INC	5,862	$1.306M	0.1%	$222.79 *	$198.47	-1.5%	COM	149123101
PGNY	PROGYNY INC	25,342	$1.303M	0.1%	$51.42 *	$42.82	0.0%	COM	74340E103
OLN	OLIN CORP	24,900	$1.302M	0.1%	$52.29 *	$47.19	0.0%	COM PAR $1	680665205
SLB	SCHLUMBERGER LTD	30,479	$1.259M	0.1%	$41.31 *	$31.55	+13.8%	COM STK	806857108
LOW	LOWES COS INC	5,814	$1.176M	0.1%	$202.27 *	$209.23	+2.0%	COM	548661107
LYV	LIVE NATION ENTERTAINMENT IN	9,874	$1.162M	0.1%	$117.68 *	$114.12	0.0%	COM	538034109
TXG	10X GENOMICS INC	15,160	$1.153M	0.1%	$76.06 *	$171.66	-49.0%	CL A COM	88025U109
FTNT	FORTINET INC	3,316	$1.133M	0.0%	$341.68 *	$54.00	+15.1%	COM	34959E109
DELL	DELL TECHNOLOGIES INC	22,556	$1.132M	0.0%	$50.19	$50.31	+1.7%	CL C	24703L202
SO	SOUTHERN CO	15,509	$1.125M	0.0%	$72.54 *	$58.43	+0.5%	COM	842587107
EQIX	EQUINIX INC	1,513	$1.122M	0.0%	$741.57 *	$706.95	-6.0%	COM	29444U700
ZS	ZSCALER INC	4,557	$1.1M	0.0%	$241.39	$290.76	-15.5%	COM	98980G102
—	SVB FINANCIAL GROUP	1,916	$1.072M	0.0%	$559.50	$582.54	—	COM	78486Q101
SRE	SEMPRA	6,355	$1.068M	0.0%	$168.06 *	$60.85	+4.2%	COM	816851109
CPRT	COPART INC	8,280	$1.039M	0.0%	$125.48 *	$33.07	-4.0%	COM	217204106
ZM	ZOOM VIDEO COMMUNICATIONS IN	8,612	$1.01M	0.0%	$117.28 *	$390.74	-65.2%	CL A	98980L101
NUE	NUCOR CORP	6,751	$1.004M	0.0%	$148.72 *	$105.23	+9.8%	COM	670346105
PODD	INSULET CORP	3,678	$980K	0.0%	$266.45 *	$260.83	-5.9%	COM	45784P101
RTX	RAYTHEON TECHNOLOGIES CORP	9,839	$975K	0.0%	$99.10 *	$78.77	+10.2%	COM	75513E101
AFRM	AFFIRM HLDGS INC	20,658	$956K	0.0%	$46.28 *	$95.56	-45.2%	COM CL A	00827B106
C	CITIGROUP INC	17,844	$953K	0.0%	$53.41	$58.73	-8.9%	COM NEW	172967424
MMM	3M CO	6,294	$937K	0.0%	$148.87 *	$124.73	-8.1%	COM	88579Y101
GM	GENERAL MTRS CO	21,153	$925K	0.0%	$43.73 *	$51.79	-7.0%	COM	37045V100
EL	LAUDER ESTEE COS INC	3,329	$907K	0.0%	$272.45 *	$292.87	-3.6%	CL A	518439104
HPQ	HP INC	24,703	$897K	0.0%	$36.31 *	$27.73	+15.6%	COM	40434L105
GDDY	GODADDY INC	10,465	$876K	0.0%	$83.71 *	$76.13	+3.8%	CL A	380237107
HUBS	HUBSPOT INC	1,822	$865K	0.0%	$474.75 *	$544.45	-11.0%	COM	443573100
WRBY	WARBY PARKER INC	25,199	$852K	0.0%	$33.81 *	$52.03	-37.9%	CL A COM	93403J106
GD	GENERAL DYNAMICS CORP	3,494	$843K	0.0%	$241.27 *	$174.87	+17.1%	COM	369550108
—	BARRICK GOLD CORP	34,016	$834K	0.0%	$24.52	$22.46	—	COM	067901108
MS	MORGAN STANLEY	9,423	$824K	0.0%	$87.45 *	$70.39	+20.2%	COM NEW	617446448
CDNS	CADENCE DESIGN SYSTEM INC	4,994	$821K	0.0%	$164.40 *	$149.71	+2.5%	COM	127387108
PAYX	PAYCHEX INC	5,971	$815K	0.0%	$136.49 *	$100.34	+9.4%	COM	704326107
—	SEAGEN INC	5,641	$813K	0.0%	$144.12	$147.05	—	COM	81181C104
—	REDFIN CORP	44,486	$803K	0.0%	$18.05	$66.92	—	COM	75737F108
ABT	ABBOTT LABS	6,766	$801K	0.0%	$118.39 *	$116.63	-1.1%	COM	002824100
EMR	EMERSON ELEC CO	8,046	$789K	0.0%	$98.06 *	$83.53	+4.7%	COM	291011104
MDLZ	MONDELEZ INTL INC	12,512	$786K	0.0%	$62.82 *	$57.56	+1.9%	CL A	609207105
HLT	HILTON WORLDWIDE HLDGS INC	5,084	$771K	0.0%	$151.65 *	$143.87	+1.2%	COM	43300A203
TX	TERNIUM SA	16,803	$767K	0.0%	$45.65	$45.65	—	SPONSORED ADS	880890108
IRBTQ	IROBOT CORP	12,070	$765K	0.0%	$63.38	$90.39	-30.0%	COM	462726100
TRMB	TRIMBLE INC	10,580	$763K	0.0%	$72.12	$76.94	-7.4%	COM	896239100
QSR	RESTAURANT BRANDS INTL INC	13,025	$761K	0.0%	$58.43 *	$57.58	-1.2%	COM	76131D103
EFX	EQUIFAX INC	3,205	$760K	0.0%	$237.13 *	$247.70	-7.5%	COM	294429105
FISV	FISERV INC	7,403	$751K	0.0%	$101.45	$107.27	-5.6%	COM	337738108
CI	CIGNA CORP NEW	3,099	$743K	0.0%	$239.75 *	$206.44	+5.8%	COM	125523100
TREE	LENDINGTREE INC NEW	6,112	$731K	0.0%	$119.60	$249.20	—	COM	52603B107
—	AMERICA MOVIL SAB DE CV	33,707	$713K	0.0%	$21.15	$21.14	—	SPON ADR L SHS	02364W105
TJX	TJX COS INC NEW	11,735	$711K	0.0%	$60.59 *	$64.68	-2.2%	COM	872540109
AMGN	AMGEN INC	2,938	$710K	0.0%	$241.66 *	$198.72	+2.3%	COM	031162100
SCHW	SCHWAB CHARLES CORP	8,348	$704K	0.0%	$84.33	$71.93	+15.9%	COM	808513105
ELV	ANTHEM INC	1,432	$703K	0.0%	$490.92 *	$388.66	+11.3%	COM	036752103
—	BROOKFIELD ASSET MGMT INC	12,348	$699K	0.0%	$56.61	$58.01	—	CL A LTD VT SH	112585104
ITW	ILLINOIS TOOL WKS INC	3,271	$685K	0.0%	$209.42 *	$195.85	+4.0%	COM	452308109
KHC	KRAFT HEINZ CO	16,705	$658K	0.0%	$39.39 *	$30.69	+1.1%	COM	500754106
HPE	HEWLETT PACKARD ENTERPRISE C	39,302	$657K	0.0%	$16.72 *	$13.38	+11.8%	COM	42824C109
—	CANADIAN PAC RY LTD	7,955	$657K	0.0%	$82.59	$82.59	—	COM	13645T100
A	AGILENT TECHNOLOGIES INC	4,961	$656K	0.0%	$132.23	$132.69	+1.0%	COM	00846U101
ONC	BEIGENE LTD	3,415	$644K	0.0%	$188.58	$213.65	—	SPONSORED ADR	07725L102
COF	CAPITAL ONE FINL CORP	4,831	$634K	0.0%	$131.24 *	$111.87	+21.5%	COM	14040H105
DIS	DISNEY WALT CO	4,549	$624K	0.0%	$137.17 *	$165.44	-14.6%	COM	254687106
TROW	PRICE T ROWE GROUP INC	4,064	$614K	0.0%	$151.08 *	$141.51	-8.8%	COM	74144T108
HCA	HCA HEALTHCARE INC	2,421	$607K	0.0%	$250.72 *	$228.79	+6.1%	COM	40412C101
IFF	INTERNATIONAL FLAVORS&FRAGRA	4,606	$605K	0.0%	$131.35 *	$122.03	-2.6%	COM	459506101
ODFL	OLD DOMINION FREIGHT LINE IN	1,997	$596K	0.0%	$298.45 *	$139.07	+9.7%	COM	679580100
DHI	D R HORTON INC	7,795	$581K	0.0%	$74.53 *	$87.41	-4.7%	COM	23331A109
WST	WEST PHARMACEUTICAL SVSC INC	1,405	$577K	0.0%	$410.68 *	$369.12	+5.0%	COM	955306105
RMD	RESMED INC	2,373	$575K	0.0%	$242.31 *	$225.85	+3.5%	COM	761152107
ADM	ARCHER DANIELS MIDLAND CO	6,315	$570K	0.0%	$90.26 *	$55.15	+26.3%	COM	039483102
—	ZENDESK INC	4,640	$558K	0.0%	$120.26	$113.85	—	COM	98936J101
MRSH	MARSH & MCLENNAN COS INC	3,238	$552K	0.0%	$170.48 *	$153.99	-3.5%	COM	571748102
DVN	DEVON ENERGY CORP NEW	9,266	$548K	0.0%	$59.14 *	$37.07	+20.2%	COM	25179M103
SWKS	SKYWORKS SOLUTIONS INC	3,955	$527K	0.0%	$133.25 *	$146.78	-14.8%	COM	83088M102
OXY	OCCIDENTAL PETE CORP	9,228	$524K	0.0%	$56.78 *	$25.18	+65.9%	COM	674599105
—	CATALENT INC	4,707	$522K	0.0%	$110.90	$119.41	—	COM	148806102
FDX	FEDEX CORP	2,244	$519K	0.0%	$231.28 *	$237.71	-9.1%	COM	31428X106
APH	AMPHENOL CORP NEW	6,781	$511K	0.0%	$75.36 *	$34.45	+8.3%	CL A	032095101
DG	DOLLAR GEN CORP NEW	2,266	$504K	0.0%	$222.42 *	$199.31	-0.2%	COM	256677105
COR	AMERISOURCEBERGEN CORP	3,254	$503K	0.0%	$154.58 *	$123.40	+10.4%	COM	03073E105
CTAS	CINTAS CORP	1,178	$501K	0.0%	$425.30 *	$89.90	+4.4%	COM	172908105
MRVL	MARVELL TECHNOLOGY INC	6,943	$498K	0.0%	$71.73	$72.67	-2.5%	COM	573874104
CMI	CUMMINS INC	2,415	$495K	0.0%	$204.97 *	$207.38	-5.2%	COM	231021106
—	ACTIVISION BLIZZARD INC	6,168	$494K	0.0%	$80.09	$69.85	—	COM	00507V109
DAL	DELTA AIR LINES INC DEL	12,469	$493K	0.0%	$39.54 *	$38.43	-1.4%	COM NEW	247361702
GPN	GLOBAL PMTS INC	3,550	$486K	0.0%	$136.90	$161.45	-16.7%	COM	37940X102
TSCO	TRACTOR SUPPLY CO	2,053	$479K	0.0%	$233.32 *	$37.76	+9.3%	COM	892356106
ALGN	ALIGN TECHNOLOGY INC	1,095	$477K	0.0%	$435.62 *	$564.40	-13.8%	COM	016255101
YUM	YUM BRANDS INC	4,023	$477K	0.0%	$118.57 *	$115.84	-1.3%	COM	988498101
MTD	METTLER TOLEDO INTERNATIONAL	347	$476K	0.0%	$1371.76 *	$1484.00	-2.7%	COM	592688105
XYZ	BLOCK INC	3,463	$470K	0.0%	$135.72 *	$143.09	-15.4%	CL A	852234103
ALL	ALLSTATE CORP	3,390	$470K	0.0%	$138.64 *	$113.74	+0.5%	COM	020002101
IBN	ICICI BANK LIMITED	24,710	$468K	0.0%	$18.94	$18.94	—	ADR	45104G104
—	VMWARE INC	4,099	$467K	0.0%	$113.93	$115.17	—	CL A COM	928563402
DXCM	DEXCOM INC	911	$466K	0.0%	$511.53 *	$132.70	-17.6%	COM	252131107
NOC	NORTHROP GRUMMAN CORP	1,042	$466K	0.0%	$447.22 *	$353.34	+9.7%	COM	666807102
BIIB	BIOGEN INC	2,197	$463K	0.0%	$210.74 *	$284.02	-23.4%	COM	09062X103
TDG	TRANSDIGM GROUP INC	707	$461K	0.0%	$652.05 *	$528.32	+1.1%	COM	893641100
PTON	PELOTON INTERACTIVE INC	17,089	$451K	0.0%	$26.39 *	$105.68	-72.9%	CL A COM	70614W100
CNC	CENTENE CORP DEL	5,254	$442K	0.0%	$84.13 *	$71.94	+14.0%	COM	15135B101
GLW	CORNING INC	11,852	$437K	0.0%	$36.87 *	$36.43	-4.1%	COM	219350105
—	PIONEER NAT RES CO	1,743	$436K	0.0%	$250.14	$203.00	—	COM	723787107
ICE	INTERCONTINENTAL EXCHANGE IN	3,298	$436K	0.0%	$132.20 *	$124.60	-1.6%	COM	45866F104
SNPS	SYNOPSYS INC	1,292	$431K	0.0%	$333.59 *	$330.16	-5.5%	COM	871607107
BK	BANK NEW YORK MELLON CORP	8,601	$427K	0.0%	$49.65 *	$50.94	-0.4%	COM	064058100
MSCI	MSCI INC	843	$424K	0.0%	$502.97	$561.84	-11.6%	COM	55354G100
PNC	PNC FINL SVCS GROUP INC	2,283	$421K	0.0%	$184.41 *	$162.45	+7.2%	COM	693475105
CRWD	CROWDSTRIKE HLDGS INC	1,847	$419K	0.0%	$226.85 *	$213.61	-12.8%	CL A	22788C105
PRU	PRUDENTIAL FINL INC	3,463	$409K	0.0%	$118.11 *	$87.07	+8.1%	COM	744320102
BBY	BEST BUY INC	4,473	$407K	0.0%	$90.99 *	$90.18	-8.9%	COM	086516101
MCHP	MICROCHIP TECHNOLOGY INC.	5,366	$403K	0.0%	$75.10 *	$70.89	-2.7%	COM	595017104
LEN	LENNAR CORP	4,947	$402K	0.0%	$81.26 *	$90.51	-6.1%	CL A	526057104
PDD	PINDUODUO INC	10,026	$402K	0.0%	$40.10	$184.62	—	SPONSORED ADS	722304102
GNRC	GENERAC HLDGS INC	1,345	$400K	0.0%	$297.40	$377.49	-20.5%	COM	368736104
ROK	ROCKWELL AUTOMATION INC	1,419	$397K	0.0%	$279.77 *	$265.06	+1.2%	COM	773903109
STLD	STEEL DYNAMICS INC	4,755	$397K	0.0%	$83.49 *	$59.89	+5.9%	COM	858119100
NET	CLOUDFLARE INC	3,319	$397K	0.0%	$119.61 *	$114.28	-8.8%	CL A COM	18915M107
RVTY	PERKINELMER INC	2,278	$397K	0.0%	$174.28	$178.16	-1.2%	COM	714046109
LHX	L3HARRIS TECHNOLOGIES INC	1,589	$395K	0.0%	$248.58 *	$209.89	+2.3%	COM	502431109
HSY	HERSHEY CO	1,813	$393K	0.0%	$216.77 *	$167.06	+10.4%	COM	427866108
DDOG	DATADOG INC	2,582	$391K	0.0%	$151.43 *	$162.22	-9.8%	CL A COM	23804L103
WDC	WESTERN DIGITAL CORP.	7,838	$389K	0.0%	$49.63 *	$47.78	-14.4%	COM	958102105
CRM	SALESFORCE COM INC	1,766	$375K	0.0%	$212.34	$274.28	-22.5%	COM	79466L302
MPWR	MONOLITHIC PWR SYS INC	763	$371K	0.0%	$486.24 *	$481.23	-12.1%	COM	609839105
SNOW	SNOWFLAKE INC	1,614	$370K	0.0%	$229.24 *	$322.21	-19.8%	CL A	833445109
—	WOLFSPEED INC	3,237	$369K	0.0%	$113.99	$113.99	—	COM	977852102
LNG	CHENIERE ENERGY INC	2,611	$362K	0.0%	$138.64 *	$108.80	+11.7%	COM NEW	16411R208
URI	UNITED RENTALS INC	1,017	$361K	0.0%	$354.97 *	$314.08	+0.7%	COM	911363109
FCX	FREEPORT-MCMORAN INC	7,211	$359K	0.0%	$49.79 *	$37.95	+10.3%	CL B	35671D857
BDX	BECTON DICKINSON & CO	1,344	$358K	0.0%	$266.37 *	$229.50	+5.0%	COM	075887109
MPC	MARATHON PETE CORP	3,999	$342K	0.0%	$85.52 *	$56.89	+22.5%	COM	56585A102
VEEV	VEEVA SYS INC	1,607	$341K	0.0%	$212.20 *	$264.36	-17.9%	CL A COM	922475108
MCK	MCKESSON CORP	1,107	$339K	0.0%	$306.23 *	$228.29	+16.8%	COM	58155Q103
IT	GARTNER INC	1,128	$336K	0.0%	$297.87 *	$312.97	-7.5%	COM	366651107
ROST	ROSS STORES INC	3,713	$336K	0.0%	$90.49	$101.56	-10.3%	COM	778296103
POOL	POOL CORP	793	$335K	0.0%	$422.45 *	$451.31	-1.7%	COM	73278L105
NTAP	NETAPP INC	4,019	$334K	0.0%	$83.11 *	$76.98	+2.7%	COM	64110D104
KKR	KKR & CO INC	5,639	$330K	0.0%	$58.52 *	$67.85	-10.3%	COM	48251W104
—	PARAMOUNT GLOBAL	8,465	$320K	0.0%	$37.80	$37.94	—	CLASS B COM	92556H206
MOS	MOSAIC CO NEW	4,793	$319K	0.0%	$66.56 *	$38.53	+18.0%	COM	61945C103
CDW	CDW CORP	1,746	$312K	0.0%	$178.69 *	$178.82	-2.6%	COM	12514G108
—	INTERPUBLIC GROUP COS INC	8,739	$310K	0.0%	$35.47 *	$31.06	-0.1%	COM	460690100
PPG	PPG INDS INC	2,359	$309K	0.0%	$130.99 *	$152.33	-12.1%	COM	693506107
FDS	FACTSET RESH SYS INC	712	$309K	0.0%	$433.99 *	$424.80	-4.3%	COM	303075105
INFY	INFOSYS LTD	12,311	$307K	0.0%	$24.94	$25.03	—	SPONSORED ADR	456788108
HGV	HILTON GRAND VACATIONS INC	5,908	$307K	0.0%	$51.96 *	$50.41	0.0%	COM	43283X105
MAA	MID-AMER APT CMNTYS INC	1,462	$306K	0.0%	$209.30 *	$179.07	+1.4%	COM	59522J103
TAP	MOLSON COORS BEVERAGE CO	5,719	$305K	0.0%	$53.33 *	$41.45	+7.7%	CL B	60871R209
IQV	IQVIA HLDGS INC	1,303	$301K	0.0%	$231.01 *	$232.72	+1.8%	COM	46266C105
PHM	PULTE GROUP INC	7,058	$296K	0.0%	$41.94 *	$48.81	-2.0%	COM	745867101
SWK	STANLEY BLACK & DECKER INC	2,104	$294K	0.0%	$139.73	$153.62	-7.3%	COM	854502101
FFIV	F5 INC	1,395	$291K	0.0%	$208.60	$218.61	-4.0%	COM	315616102
RARE	ULTRAGENYX PHARMACEUTICAL IN	4,000	$290K	0.0%	$72.50 *	$69.58	0.0%	COM	90400D108
DGX	QUEST DIAGNOSTICS INC	2,119	$290K	0.0%	$136.86 *	$140.46	-8.1%	COM	74834L100
TER	TERADYNE INC	2,450	$290K	0.0%	$118.37 *	$121.06	+2.9%	COM	880770102
HOLX	HOLOGIC INC	3,752	$288K	0.0%	$76.76 *	$73.05	-1.6%	COM	436440101
AKAM	AKAMAI TECHNOLOGIES INC	2,378	$284K	0.0%	$119.43 *	$110.63	+1.4%	COM	00971T101
RYAAY	RYANAIR HOLDINGS PLC	3,217	$280K	0.0%	$87.04	$87.04	—	SPONSORED ADS	783513203
WY	WEYERHAEUSER CO MTN BE	7,300	$277K	0.0%	$37.95 *	$32.86	+3.8%	COM NEW	962166104
GWW	GRAINGER W W INC	537	$277K	0.0%	$515.83 *	$458.42	+3.3%	COM	384802104
ULTA	ULTA BEAUTY INC	695	$277K	0.0%	$398.56 *	$384.91	-2.2%	COM	90384S303
CAG	CONAGRA BRANDS INC	8,222	$276K	0.0%	$33.57 *	$27.37	+3.5%	COM	205887102
SSNC	SS&C TECHNOLOGIES HLDGS INC	3,650	$274K	0.0%	$75.07 *	$77.46	+0.9%	COM	78467J100
—	COOPER COS INC	655	$274K	0.0%	$418.32	$419.30	—	COM NEW	216648402
EXPD	EXPEDITORS INTL WASH INC	2,646	$273K	0.0%	$103.17	$115.53	-9.0%	COM	302130109
TMUS	T-MOBILE US INC	2,069	$266K	0.0%	$128.56 *	$127.43	-9.7%	COM	872590104
DOV	DOVER CORP	1,681	$264K	0.0%	$157.05	$159.29	-2.0%	COM	260003108
EBAY	EBAY INC.	4,616	$264K	0.0%	$57.19 *	$57.69	-6.3%	COM	278642103
RSG	REPUBLIC SVCS INC	1,960	$260K	0.0%	$132.65 *	$124.33	-2.7%	COM	760759100
—	JUNIPER NETWORKS INC	6,875	$255K	0.0%	$37.09	$36.14	—	COM	48203R104
CHD	CHURCH & DWIGHT CO INC	2,541	$253K	0.0%	$99.57 *	$88.82	+7.1%	COM	171340102
KEYS	KEYSIGHT TECHNOLOGIES INC	1,595	$252K	0.0%	$157.99 *	$181.59	-8.3%	COM	49338L103
SJM	SMUCKER J M CO	1,857	$251K	0.0%	$135.16 *	$113.50	+5.3%	COM NEW	832696405
PAYC	PAYCOM SOFTWARE INC	721	$250K	0.0%	$346.74 *	$401.39	-18.1%	COM	70432V102
ALB	ALBEMARLE CORP	1,124	$249K	0.0%	$221.53 *	$224.47	-10.6%	COM	012653101
MOMO	HELLO GROUP INC	42,668	$247K	0.0%	$5.79	$5.79	—	ADS	423403104
JBHT	HUNT J B TRANS SVCS INC	1,230	$247K	0.0%	$200.81 *	$186.92	+2.7%	COM	445658107
ARW	ARROW ELECTRS INC	2,074	$246K	0.0%	$118.61 *	$123.42	+1.5%	COM	042735100
HIG	HARTFORD FINL SVCS GROUP INC	3,383	$243K	0.0%	$71.83 *	$64.96	+0.4%	COM	416515104
ENPH	ENPHASE ENERGY INC	1,194	$241K	0.0%	$201.84 *	$187.50	-16.2%	COM	29355A107
MDB	MONGODB INC	542	$240K	0.0%	$442.80 *	$472.29	-17.2%	CL A	60937P106
CPT	CAMDEN PPTY TR	1,431	$238K	0.0%	$166.32 *	$142.53	+0.3%	SH BEN INT	133131102
CVX	CHEVRON CORP NEW	1,460	$238K	0.0%	$163.01 *	$106.43	+15.3%	COM	166764100
ETSY	ETSY INC	1,899	$236K	0.0%	$124.28 *	$203.12	-26.8%	COM	29786A106
AJG	GALLAGHER ARTHUR J & CO	1,344	$235K	0.0%	$174.85 *	$155.58	-1.4%	COM	363576109
—	HESS CORP	2,187	$234K	0.0%	$107.00	$81.05	—	COM	42809H107
RHI	ROBERT HALF INTL INC	2,014	$230K	0.0%	$114.20	$112.12	+2.9%	COM	770323103
TTWO	TAKE-TWO INTERACTIVE SOFTWAR	1,489	$229K	0.0%	$153.79 *	$169.71	-5.7%	COM	874054109
VTR	VENTAS INC	3,705	$229K	0.0%	$61.81 *	$46.05	+3.3%	COM	92276F100
BF/B	BROWN FORMAN CORP	3,406	$228K	0.0%	$66.94 *	$64.26	-3.6%	CL B	115637209
TXT	TEXTRON INC	3,054	$227K	0.0%	$74.33 *	$73.25	-1.8%	COM	883203101
BILL	BILL COM HLDGS INC	999	$227K	0.0%	$227.23 *	$258.23	-19.3%	COM	090043100
WHR	WHIRLPOOL CORP	1,314	$227K	0.0%	$172.75 *	$215.17	-5.8%	COM	963320106
NICE	NICE LTD	1,031	$226K	0.0%	$219.20	$219.20	—	SPONSORED ADR	653656108
IRM	IRON MTN INC NEW	4,073	$226K	0.0%	$55.49 *	$40.31	+1.6%	COM	46284V101
AMT	AMERICAN TOWER CORP NEW	894	$225K	0.0%	$251.68 *	$237.52	-9.5%	COM	03027X100
EPAM	EPAM SYS INC	752	$223K	0.0%	$296.54 *	$588.43	-33.3%	COM	29414B104
AMP	AMERIPRISE FINL INC	743	$223K	0.0%	$300.13 *	$263.00	+8.6%	COM	03076C106
PG	PROCTER AND GAMBLE CO	1,454	$222K	0.0%	$152.68 *	$136.70	+4.0%	COM	742718109
AVY	AVERY DENNISON CORP	1,272	$221K	0.0%	$173.74	$191.68	-9.5%	COM	053611109
EQR	EQUITY RESIDENTIAL	2,446	$220K	0.0%	$89.94 *	$72.84	+3.4%	SH BEN INT	29476L107
EXR	EXTRA SPACE STORAGE INC	1,060	$218K	0.0%	$205.66 *	$167.86	+0.6%	COM	30225T102
UMC	UNITED MICROELECTRONICS CORP	23,708	$216K	0.0%	$9.11	$9.41	—	SPON ADR NEW	910873405
KDP	KEURIG DR PEPPER INC	5,673	$215K	0.0%	$37.90 *	$32.08	+6.4%	COM	49271V100
QRVO	QORVO INC	1,718	$213K	0.0%	$123.98 *	$169.91	-20.4%	COM	74736K101
GEN	NORTONLIFELOCK INC	7,983	$212K	0.0%	$26.56 *	$23.98	+5.7%	COM	668771108
RF	REGIONS FINANCIAL CORP NEW	9,417	$210K	0.0%	$22.30 *	$19.42	+2.4%	COM	7591EP100
TCOM	TRIP COM GROUP LTD	9,026	$209K	0.0%	$23.16	$23.16	—	ADS	89677Q107
FNF	FIDELITY NATIONAL FINANCIAL	4,231	$207K	0.0%	$48.92 *	$39.08	+0.6%	FNF GROUP COM	31620R303
JKHY	HENRY JACK & ASSOC INC	1,044	$206K	0.0%	$197.32 *	$158.75	+4.9%	COM	426281101
CHTR	CHARTER COMMUNICATIONS INC N	378	$206K	0.0%	$544.97 *	$701.51	-16.3%	CL A	16119P108
CE	CELANESE CORP DEL	1,444	$206K	0.0%	$142.66	$148.70	-4.0%	COM	150870103
—	FLEETCOR TECHNOLOGIES INC	829	$206K	0.0%	$248.49	$229.15	—	COM	339041105
CTVA	CORTEVA INC	3,583	$206K	0.0%	$57.49 *	$43.17	+13.5%	COM	22052L104
LUMN	LUMEN TECHNOLOGIES INC	18,165	$205K	0.0%	$11.29 *	$11.15	-3.4%	COM	550241103
NDAQ	NASDAQ INC	1,148	$205K	0.0%	$178.57 *	$61.09	-8.3%	COM	631103108
DD	DUPONT DE NEMOURS INC	2,773	$204K	0.0%	$73.57 *	$28.93	+3.9%	COM	26614N102
KEY	KEYCORP	9,115	$204K	0.0%	$22.38 *	$19.26	+5.4%	COM	493267108
HSIC	HENRY SCHEIN INC	2,304	$201K	0.0%	$87.24 *	$77.68	+4.9%	COM	806407102
PLTR	PALANTIR TECHNOLOGIES INC	14,441	$198K	0.0%	$13.71 *	$18.88	-29.4%	CL A	69608A108
SNA	SNAP ON INC	962	$198K	0.0%	$205.82 *	$191.16	-0.4%	COM	833034101
DOW	DOW INC	3,087	$197K	0.0%	$63.82 *	$45.04	+7.1%	COM	260557103
CGNX	COGNEX CORP	2,541	$196K	0.0%	$77.13 *	$73.63	-9.5%	COM	192422103
FICO	FAIR ISAAC CORP	421	$196K	0.0%	$465.56	$472.12	0.0%	COM	303250104
SBNY	SIGNATURE BK NEW YORK N Y	660	$194K	0.0%	$293.94	$312.59	—	COM	82669G104
NVR	NVR INC	43	$192K	0.0%	$4465.12 *	$5239.82	-2.8%	COM	62944T105
APO	APOLLO GLOBAL MGMT INC	3,025	$188K	0.0%	$62.15	$61.02	0.0%	COM	03769M106
ZBRA	ZEBRA TECHNOLOGIES CORPORATI	452	$187K	0.0%	$413.72 *	$527.97	-13.0%	CL A	989207105
AVTR	AVANTOR INC	5,502	$186K	0.0%	$33.81 *	$37.88	-5.8%	COM	05352A100
EIX	EDISON INTL	2,623	$184K	0.0%	$70.15 *	$52.88	+1.3%	COM	281020107
ENTG	ENTEGRIS INC	1,397	$183K	0.0%	$130.99 *	$132.84	-4.8%	COM	29362U104
TYL	TYLER TECHNOLOGIES INC	412	$183K	0.0%	$444.17	$490.41	-8.3%	COM	902252105
GE	GENERAL ELECTRIC CO	1,993	$182K	0.0%	$91.32 *	$61.25	-4.5%	COM NEW	369604301
CF	CF INDS HLDGS INC	1,767	$182K	0.0%	$103.00 *	$57.35	+29.5%	COM	125269100
CHRW	C H ROBINSON WORLDWIDE INC	1,690	$182K	0.0%	$107.69 *	$88.79	+4.0%	COM NEW	12541W209
TECH	BIO-TECHNE CORP	418	$181K	0.0%	$433.01 *	$112.88	-10.2%	COM	09073M104
PPL	PPL CORP	6,346	$181K	0.0%	$28.52 *	$24.89	-0.8%	COM	69351T106
ZBH	ZIMMER BIOMET HOLDINGS INC	1,408	$180K	0.0%	$127.84 *	$121.90	-4.4%	COM	98956P102
OMC	OMNICOM GROUP INC	2,123	$180K	0.0%	$84.79 *	$65.13	+7.7%	COM	681919106
LNC	LINCOLN NATL CORP IND	2,741	$179K	0.0%	$65.30 *	$55.83	-1.9%	COM	534187109
VTRS	VIATRIS INC	16,347	$178K	0.0%	$10.89	$11.51	-4.0%	COM	92556V106
UBER	UBER TECHNOLOGIES INC	5,000	$178K	0.0%	$35.60	$43.80	-17.9%	COM	90353T100
ABNB	AIRBNB INC	1,030	$177K	0.0%	$171.84 *	$168.08	-5.2%	COM CL A	009066101
CFG	CITIZENS FINL GROUP INC	3,902	$177K	0.0%	$45.36 *	$41.44	+4.5%	COM	174610105
—	AMC ENTMT HLDGS INC	7,135	$176K	0.0%	$24.67	$26.33	—	CL A COM	00165C104
FITB	FIFTH THIRD BANCORP	4,057	$175K	0.0%	$43.14 *	$38.26	+4.3%	COM	316773100
ORLY	OREILLY AUTOMOTIVE INC	255	$175K	0.0%	$686.27 *	$43.62	+2.4%	COM	67103H107
RJF	RAYMOND JAMES FINL INC	1,595	$175K	0.0%	$109.72 *	$96.11	+4.0%	COM	754730109
SYK	STRYKER CORPORATION	650	$174K	0.0%	$267.69 *	$250.38	-0.8%	COM	863667101
FE	FIRSTENERGY CORP	3,785	$174K	0.0%	$45.97 *	$33.56	+7.6%	COM	337932107
PCG	PG&E CORP	14,553	$174K	0.0%	$11.96 *	$11.61	+0.7%	COM	69331C108
ALLY	ALLY FINL INC	3,987	$173K	0.0%	$43.39 *	$41.94	-2.5%	COM	02005N100
WAB	WABTEC	1,789	$172K	0.0%	$96.14 *	$89.81	+0.9%	COM	929740108
STT	STATE STR CORP	1,968	$171K	0.0%	$86.89 *	$81.74	-0.9%	COM	857477103
TDY	TELEDYNE TECHNOLOGIES INC	354	$167K	0.0%	$471.75 *	$433.63	-0.8%	COM	879360105
PFG	PRINCIPAL FINANCIAL GROUP IN	2,281	$167K	0.0%	$73.21 *	$61.42	+2.4%	COM	74251V102
BAH	BOOZ ALLEN HAMILTON HLDG COR	1,894	$166K	0.0%	$87.65 *	$76.25	0.0%	CL A	099502106
PEP	PEPSICO INC	993	$166K	0.0%	$167.17 *	$144.61	+2.6%	COM	713448108
LDOS	LEIDOS HOLDINGS INC	1,517	$164K	0.0%	$108.11 *	$91.68	0.0%	COM	525327102
CAH	CARDINAL HEALTH INC	2,883	$163K	0.0%	$56.54 *	$45.94	+7.1%	COM	14149Y108
HRL	HORMEL FOODS CORP	3,138	$162K	0.0%	$51.63 *	$39.87	+8.8%	COM	440452100
TEVA	TEVA PHARMACEUTICAL INDS LTD	17,221	$162K	0.0%	$9.41	$9.63	—	SPONSORED ADS	881624209
CMG	CHIPOTLE MEXICAN GRILL INC	102	$161K	0.0%	$1578.43 *	$33.86	-11.1%	COM	169656105
AFG	AMERICAN FINL GROUP INC OHIO	1,084	$158K	0.0%	$145.76 *	$98.44	+2.0%	COM	025932104
NEE	NEXTERA ENERGY INC	1,855	$157K	0.0%	$84.64 *	$75.85	-5.0%	COM	65339F101
—	JACOBS ENGR GROUP INC	1,142	$157K	0.0%	$137.48	$138.76	—	COM	469814107
WMT	WALMART INC	1,048	$156K	0.0%	$148.85 *	$44.85	-0.6%	COM	931142103
MAR	MARRIOTT INTL INC NEW	881	$155K	0.0%	$175.94 *	$153.90	+4.2%	CL A	571903202
IEX	IDEX CORP	806	$155K	0.0%	$192.31	$215.66	-10.5%	COM	45167R104
SYF	SYNCHRONY FINANCIAL	4,387	$153K	0.0%	$34.88 *	$41.56	-8.1%	COM	87165B103
SYY	SYSCO CORP	1,860	$152K	0.0%	$81.72 *	$69.87	+4.0%	COM	871829107
EQH	EQUITABLE HLDGS INC	4,931	$152K	0.0%	$30.83 *	$29.64	+0.7%	COM	29452E101
DOC	HEALTHPEAK PROPERTIES INC	4,376	$150K	0.0%	$34.28 *	$27.26	-1.1%	COM	42250P103
CRL	CHARLES RIV LABS INTL INC	522	$148K	0.0%	$283.52 *	$368.71	-16.4%	COM	159864107
HII	HUNTINGTON INGALLS INDS INC	740	$148K	0.0%	$200.00 *	$178.92	0.0%	COM	446413106
MOH	MOLINA HEALTHCARE INC	442	$147K	0.0%	$332.58 *	$300.99	+2.3%	COM	60855R100
FOXA	FOX CORP	3,725	$147K	0.0%	$39.46 *	$37.71	+2.3%	CL A COM	35137L105
UHS	UNIVERSAL HLTH SVCS INC	1,001	$145K	0.0%	$144.86 *	$128.71	+5.3%	CL B	913903100
NDSN	NORDSON CORP	636	$144K	0.0%	$226.42 *	$219.29	0.0%	COM	655663102
—	DISCOVERY INC	5,638	$141K	0.0%	$25.01	$23.54	—	COM SER C	25470F302
WU	WESTERN UN CO	7,445	$140K	0.0%	$18.80	$18.09	—	COM	959802109
BRO	BROWN & BROWN INC	1,919	$139K	0.0%	$72.43 *	$65.38	0.0%	COM	115236101
NRG	NRG ENERGY INC	3,583	$137K	0.0%	$38.24 *	$34.97	+0.1%	COM NEW	629377508
GTM	ZOOMINFO TECHNOLOGIES INC	2,245	$134K	0.0%	$59.69 *	$53.66	0.0%	COM CL A	98980F104
ADSK	AUTODESK INC	626	$134K	0.0%	$214.06 *	$277.61	-17.0%	COM	052769106
—	TWITTER INC	3,374	$131K	0.0%	$38.83	$41.68	—	COM	90184L102
MTCH	MATCH GROUP INC NEW	1,199	$130K	0.0%	$108.42	$129.72	-16.8%	COM	57667L107
L	LOEWS CORP	2,003	$130K	0.0%	$64.90 *	$57.49	+5.2%	COM	540424108
CZR	CAESARS ENTERTAINMENT INC NE	1,650	$128K	0.0%	$77.58 *	$94.20	-14.7%	COM	12769G100
LEA	LEAR CORP	896	$128K	0.0%	$142.86 *	$155.12	-5.2%	COM NEW	521865204
LKQ	LKQ CORP	2,802	$127K	0.0%	$45.32	$49.58	-6.8%	COM	501889208
CTRA	COTERRA ENERGY INC	4,687	$126K	0.0%	$26.88 *	$19.24	0.0%	COM	127097103
UPS	UNITED PARCEL SERVICE INC	584	$125K	0.0%	$214.04 *	$145.62	+21.7%	CL B	911312106
ROP	ROPER TECHNOLOGIES INC	261	$123K	0.0%	$471.26 *	$454.66	-3.4%	COM	776696106
CSX	CSX CORP	3,281	$123K	0.0%	$37.49 *	$33.36	+0.4%	COM	126408103
BWA	BORGWARNER INC	3,173	$123K	0.0%	$38.76 *	$37.23	-5.2%	COM	099724106
—	ANNALY CAPITAL MANAGEMENT IN	17,446	$123K	0.0%	$7.05	$7.57	—	COM	035710409
DUK	DUKE ENERGY CORP NEW	1,090	$122K	0.0%	$111.93 *	$86.27	+3.4%	COM NEW	26441C204
NWL	NEWELL BRANDS INC	5,704	$122K	0.0%	$21.39 *	$19.34	0.0%	COM	651229106
SNAP	SNAP INC	3,378	$122K	0.0%	$36.12	$54.95	-34.2%	CL A	83304A106
WCN	WASTE CONNECTIONS INC	867	$121K	0.0%	$139.56 *	$127.78	-2.3%	COM	94106B101
SBAC	SBA COMMUNICATIONS CORP NEW	351	$121K	0.0%	$344.73 *	$322.45	-5.4%	CL A	78410G104
—	DISH NETWORK CORPORATION	3,817	$121K	0.0%	$31.70	$31.70	—	CL A	25470M109
NSC	NORFOLK SOUTHN CORP	413	$118K	0.0%	$285.71 *	$254.32	-0.5%	COM	655844108
CINF	CINCINNATI FINL CORP	870	$118K	0.0%	$135.63 *	$107.95	+2.9%	COM	172062101
NEM	NEWMONT CORP	1,451	$115K	0.0%	$79.26 *	$54.24	+10.7%	COM	651639106
OC	OWENS CORNING NEW	1,253	$115K	0.0%	$91.78	$91.89	0.0%	COM	690742101
BEN	FRANKLIN RESOURCES INC	4,091	$114K	0.0%	$27.87 *	$25.95	-4.2%	COM	354613101
BSX	BOSTON SCIENTIFIC CORP	2,534	$112K	0.0%	$44.20	$42.02	+3.1%	COM	101137107
NWSA	NEWS CORP NEW	5,006	$111K	0.0%	$22.17 *	$21.78	-2.0%	CL A	65249B109
CCI	CROWN CASTLE INTL CORP NEW	596	$110K	0.0%	$184.56 *	$148.35	-1.8%	COM	22822V101
LBRDK	LIBERTY BROADBAND CORP	794	$107K	0.0%	$134.76	$145.61	-6.4%	COM SER C	530307305
BALL	BALL CORP	1,175	$106K	0.0%	$90.21 *	$87.01	-0.9%	COM	058498106
USB	US BANCORP DEL	1,978	$105K	0.0%	$53.08 *	$47.76	+0.2%	COM NEW	902973304
KNX	KNIGHT-SWIFT TRANSN HLDGS IN	2,068	$104K	0.0%	$50.29 *	$52.63	0.0%	CL A	499049104
—	SPLUNK INC	693	$103K	0.0%	$148.63	$148.63	—	COM	848637104
IP	INTERNATIONAL PAPER CO	2,192	$101K	0.0%	$46.08 *	$40.26	-4.0%	COM	460146103
—	WESTROCK CO	2,127	$100K	0.0%	$47.01	$47.01	—	COM	96145D105
EXPE	EXPEDIA GROUP INC	505	$99,000	0.0%	$196.04 *	$185.60	0.0%	COM NEW	30212P303
WMB	WILLIAMS COS INC	2,976	$99,000	0.0%	$33.27 *	$23.97	+6.6%	COM	969457100
BBWI	BATH & BODY WORKS INC	2,049	$98,000	0.0%	$47.83	$58.34	-16.5%	COM	070830104
—	LIBERTY MEDIA CORP DEL	2,098	$96,000	0.0%	$45.76	$48.78	—	COM C SIRIUSXM	531229607
VRSK	VERISK ANALYTICS INC	443	$95,000	0.0%	$214.45 *	$204.79	-6.1%	COM	92345Y106
—	ANSYS INC	297	$94,000	0.0%	$316.50	$372.90	—	COM	03662Q105
EMN	EASTMAN CHEM CO	801	$90,000	0.0%	$112.36 *	$100.97	0.0%	COM	277432100
—	DISCOVERY INC	3,608	$90,000	0.0%	$24.94	$24.22	—	COM SER A	25470F104
ADI	ANALOG DEVICES INC	542	$90,000	0.0%	$166.05 *	$159.91	-5.4%	COM	032654105
EA	ELECTRONIC ARTS INC	695	$88,000	0.0%	$126.62	$129.27	-1.5%	COM	285512109
CSGP	COSTAR GROUP INC	1,322	$88,000	0.0%	$66.57	$78.05	-14.9%	COM	22160N109
D	DOMINION ENERGY INC	1,013	$86,000	0.0%	$84.90 *	$62.13	+7.7%	COM	25746U109
AEP	AMERICAN ELEC PWR CO INC	827	$83,000	0.0%	$100.36 *	$76.55	+3.5%	COM	025537101
APD	AIR PRODS & CHEMS INC	333	$83,000	0.0%	$249.25 *	$250.02	-7.2%	COM	009158106
AME	AMETEK INC	625	$83,000	0.0%	$132.80	$132.20	-1.0%	COM	031100100
TRV	TRAVELERS COMPANIES INC	448	$82,000	0.0%	$183.04 *	$150.95	+5.2%	COM	89417E109
ETR	ENTERGY CORP NEW	693	$81,000	0.0%	$116.88 *	$46.47	+2.2%	COM	29364G103
TFC	TRUIST FINL CORP	1,430	$81,000	0.0%	$56.64 *	$49.71	+1.9%	COM	89832Q109
AGNC	AGNC INVT CORP	6,107	$80,000	0.0%	$13.10	$14.41	—	COM	00123Q104
—	DISCOVER FINL SVCS	719	$79,000	0.0%	$109.87	$112.88	—	COM	254709108
STZ	CONSTELLATION BRANDS INC	341	$79,000	0.0%	$231.67 *	$214.21	+0.8%	CL A	21036P108
BKR	BAKER HUGHES COMPANY	2,153	$78,000	0.0%	$36.23 *	$22.36	+23.8%	CL A	05722G100
MKL	MARKEL CORP	53	$78,000	0.0%	$1471.70 *	$1291.81	0.0%	COM	570535104
ED	CONSOLIDATED EDISON INC	810	$77,000	0.0%	$95.06 *	$71.96	+5.1%	COM	209115104
—	LIBERTY MEDIA CORP DEL	1,100	$77,000	0.0%	$70.00	$67.33	—	COM SER C FRMLA	531229854
OTIS	OTIS WORLDWIDE CORP	986	$76,000	0.0%	$77.08 *	$77.09	-2.6%	COM	68902V107
PEG	PUBLIC SVC ENTERPRISE GRP IN	1,070	$75,000	0.0%	$70.09 *	$56.52	+2.7%	COM	744573106
BXP	BOSTON PROPERTIES INC	573	$74,000	0.0%	$129.14 *	$95.18	+2.3%	COM	101121101
AEE	AMEREN CORP	789	$74,000	0.0%	$93.79 *	$77.82	0.0%	COM	023608102
HAL	HALLIBURTON CO	1,945	$74,000	0.0%	$38.05 *	$21.79	+37.0%	COM	406216101
GIS	GENERAL MLS INC	1,091	$74,000	0.0%	$67.83 *	$56.88	+3.3%	COM	370334104
XEL	XCEL ENERGY INC	1,005	$73,000	0.0%	$72.64 *	$58.56	+3.1%	COM	98389B100
ES	EVERSOURCE ENERGY	790	$70,000	0.0%	$88.61 *	$72.77	+0.1%	COM	30040W108
WEC	WEC ENERGY GROUP INC	702	$70,000	0.0%	$99.72 *	$81.08	+1.9%	COM	92939U106
VRSN	VERISIGN INC	312	$69,000	0.0%	$221.15 *	$229.23	-5.7%	COM	92343E102
DLTR	DOLLAR TREE INC	416	$67,000	0.0%	$161.06 *	$121.46	+16.5%	COM	256746108
DTE	DTE ENERGY CO	501	$66,000	0.0%	$131.74 *	$103.61	+3.1%	COM	233331107
KMB	KIMBERLY-CLARK CORP	532	$66,000	0.0%	$124.06 *	$114.71	-0.6%	COM	494368103
PKG	PACKAGING CORP AMER	415	$65,000	0.0%	$156.63 *	$129.65	0.0%	COM	695156109
MKC	MCCORMICK & CO INC	624	$62,000	0.0%	$99.36 *	$89.56	0.0%	COM NON VTG	579780206
GPC	GENUINE PARTS CO	486	$61,000	0.0%	$125.51 *	$116.11	0.0%	COM	372460105
MTB	M & T BK CORP	361	$61,000	0.0%	$168.98 *	$145.77	+6.6%	COM	55261F104
—	KELLOGG CO	946	$61,000	0.0%	$64.48 *	$51.98	+1.1%	COM	487836108
DLR	DIGITAL RLTY TR INC	414	$59,000	0.0%	$142.51 *	$138.11	-9.1%	COM	253868103
PSX	PHILLIPS 66	656	$57,000	0.0%	$86.89 *	$64.72	+12.5%	COM	718546104
VLO	VALERO ENERGY CORP	541	$55,000	0.0%	$101.66 *	$65.12	+18.2%	COM	91913Y100
OKE	ONEOK INC NEW	776	$55,000	0.0%	$70.88 *	$49.62	+4.8%	COM	682680103
—	CERNER CORP	576	$54,000	0.0%	$93.75	$92.01	—	COM	156782104
O	REALTY INCOME CORP	781	$54,000	0.0%	$69.14 *	$55.37	-0.1%	COM	756109104
HBAN	HUNTINGTON BANCSHARES INC	3,457	$51,000	0.0%	$14.75 *	$13.05	+0.2%	COM	446150104
PH	PARKER-HANNIFIN CORP	181	$51,000	0.0%	$281.77	$292.73	-2.2%	COM	701094104
FOX	FOX CORP	1,375	$50,000	0.0%	$36.36 *	$34.56	+1.8%	CL B COM	35137L204
BIO	BIO RAD LABS INC	89	$50,000	0.0%	$561.80 *	$748.36	-19.4%	CL A	090572207
HEI/A	HEICO CORP NEW	367	$47,000	0.0%	$128.07 *	$120.44	0.0%	CL A	422806208
AWK	AMERICAN WTR WKS CO INC NEW	270	$45,000	0.0%	$166.67 *	$160.41	-8.9%	COM	030420103
MLM	MARTIN MARIETTA MATLS INC	118	$45,000	0.0%	$381.36	$395.00	-4.3%	COM	573284106
ARE	ALEXANDRIA REAL ESTATE EQ IN	218	$44,000	0.0%	$201.83 *	$171.58	-5.2%	COM	015271109
HEI	HEICO CORP NEW	266	$41,000	0.0%	$154.14 *	$145.16	0.0%	COM	422806109
HWM	HOWMET AEROSPACE INC	997	$36,000	0.0%	$36.11 *	$33.73	0.0%	COM	443201108
SUI	SUN CMNTYS INC	180	$32,000	0.0%	$177.78	$211.11	—	COM	866674104
MASI	MASIMO CORP	209	$30,000	0.0%	$143.54 *	$284.79	-32.6%	COM	574795100
—	LIBERTY MEDIA CORP DEL	590	$27,000	0.0%	$45.76	$50.85	—	COM A SIRIUSXM	531229409
CVNA	CARVANA CO	221	$26,000	0.0%	$117.65 *	$275.07	-47.0%	CL A	146869102
—	SIRIUS XM HOLDINGS INC	3,560	$24,000	0.0%	$6.74	$6.46	—	COM	82968B103