Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
MSFT	MICROSOFT CORP	253,701	$95.4M	7.9%	$376.04 *	$145.27	+141.2%	COM	594918104
AAPL	APPLE INC	367,826	$70.82M	5.8%	$192.53 *	$105.86	+72.7%	COM	037833100
AMZN	AMAZON COM INC	323,860	$49.21M	4.1%	$151.94 *	$122.40	+14.5%	COM	023135106
NVDA	NVIDIA CORPORATION	84,518	$41.86M	3.5%	$495.22 *	$26.36	+75.7%	COM	67066G104
GOOGL	ALPHABET INC	255,854	$35.74M	2.9%	$139.69 *	$104.60	+27.5%	CAP STK CL A	02079K305
UNH	UNITEDHEALTH GROUP INC	41,284	$21.73M	1.8%	$526.47 *	$318.34	+60.6%	COM	91324P102
INTU	INTUIT	31,776	$19.86M	1.6%	$625.03 *	$358.75	+51.8%	COM	461202103
ADBE	ADOBE INC	25,619	$15.28M	1.3%	$596.60 *	$421.43	+36.9%	COM	00724F101
MA	MASTERCARD INCORPORATED	35,463	$15.13M	1.2%	$426.51 *	$285.56	+39.1%	CL A	57636Q104
META	META PLATFORMS INC	38,806	$13.74M	1.1%	$353.96 *	$157.18	+105.7%	CL A	30303M102
V	VISA INC	51,797	$13.49M	1.1%	$260.35 *	$113.78	+113.3%	COM CL A	92826C839
LLY	ELI LILLY & CO	23,131	$13.48M	1.1%	$582.92	$262.93	+118.7%	COM	532457108
LOW	LOWES COS INC	56,761	$12.63M	1.0%	$222.55 *	$150.63	+29.3%	COM	548661107
MRK	MERCK & CO INC	104,258	$11.37M	0.9%	$109.02 *	$61.38	+57.7%	COM	58933Y105
NFLX	NETFLIX INC	22,368	$10.89M	0.9%	$486.88 *	$34.45	+26.7%	COM	64110L106
CSCO	CISCO SYS INC	215,220	$10.87M	0.9%	$50.52 *	$33.45	+43.4%	COM	17275R102
PLD	PROLOGIS INC.	80,840	$10.78M	0.9%	$133.30 *	$82.15	+28.6%	COM	74340W103
CL	COLGATE PALMOLIVE CO	133,985	$10.68M	0.9%	$79.71 *	$65.54	+9.4%	COM	194162103
ICE	INTERCONTINENTAL EXCHANGE IN	82,397	$10.58M	0.9%	$128.43 *	$85.99	+28.4%	COM	45866F104
TSLA	TESLA INC	42,357	$10.52M	0.9%	$248.48 *	$244.60	-2.8%	COM	88160R101
AVGO	BROADCOM INC	9,335	$10.42M	0.9%	$1116.25 *	$46.81	+97.0%	COM	11135F101
GOOG	ALPHABET INC	73,396	$10.34M	0.9%	$140.93 *	$107.77	+25.0%	CAP STK CL C	02079K107
CMG	CHIPOTLE MEXICAN GRILL INC	4,494	$10.28M	0.8%	$2286.96 *	$25.71	+61.9%	COM	169656105
HCA	HCA HEALTHCARE INC	34,603	$9.366M	0.8%	$270.68 *	$173.86	+39.8%	COM	40412C101
WELL	WELLTOWER INC	97,489	$8.791M	0.7%	$90.17 *	$69.36	+19.7%	COM	95040Q104
ZTS	ZOETIS INC	44,492	$8.781M	0.7%	$197.37 *	$170.83	+1.2%	CL A	98978V103
JPM	JPMORGAN CHASE & CO	51,259	$8.719M	0.7%	$170.10 *	$111.78	+29.6%	COM	46625H100
AMAT	APPLIED MATLS INC	53,627	$8.691M	0.7%	$162.07 *	$57.81	+149.4%	COM	038222105
SCHW	SCHWAB CHARLES CORP	123,901	$8.524M	0.7%	$68.80 *	$45.33	+23.8%	COM	808513105
AMT	AMERICAN TOWER CORP NEW	38,675	$8.349M	0.7%	$215.88 *	$176.48	-0.8%	COM	03027X100
EXR	EXTRA SPACE STORAGE INC	51,895	$8.32M	0.7%	$160.33 *	$116.29	-0.5%	COM	30225T102
AMGN	AMGEN INC	28,818	$8.3M	0.7%	$288.02 *	$155.01	+64.6%	COM	031162100
AVB	AVALONBAY CMNTYS INC	44,167	$8.269M	0.7%	$187.22 *	$157.96	+2.3%	COM	053484101
HD	HOME DEPOT INC	23,518	$8.15M	0.7%	$346.55 *	$186.25	+57.7%	COM	437076102
YUM	YUM BRANDS INC	62,372	$8.15M	0.7%	$130.66 *	$92.87	+28.9%	COM	988498101
EQIX	EQUINIX INC	10,072	$8.112M	0.7%	$805.39 *	$660.48	+11.1%	COM	29444U700
BKNG	BOOKING HOLDINGS INC	2,254	$7.995M	0.7%	$3547.22 *	$2626.58	+16.8%	COM	09857L108
SYK	STRYKER CORPORATION	25,879	$7.75M	0.6%	$299.46 *	$169.92	+61.7%	COM	863667101
TT	TRANE TECHNOLOGIES PLC	31,626	$7.714M	0.6%	$243.90 *	$168.06	+27.7%	SHS	G8994E103
MCD	MCDONALDS CORP	25,833	$7.66M	0.6%	$296.51 *	$152.82	+69.3%	COM	580135101
AMD	ADVANCED MICRO DEVICES INC	48,518	$7.152M	0.6%	$147.41 *	$82.28	+43.2%	COM	007903107
C	CITIGROUP INC	136,770	$7.035M	0.6%	$51.44 *	$47.21	-12.4%	COM NEW	172967424
VTR	VENTAS INC	140,943	$7.025M	0.6%	$49.84 *	$46.27	-9.8%	COM	92276F100
CI	THE CIGNA GROUP	22,382	$6.702M	0.6%	$299.45 *	$229.03	+22.6%	COM	125523100
—	LAM RESEARCH CORP	8,498	$6.656M	0.5%	$783.26	$99387.38	—	COM	512807108
WEC	WEC ENERGY GROUP INC	78,632	$6.618M	0.5%	$84.17 *	$70.12	+8.8%	COM	92939U106
DHR	DANAHER CORPORATION	28,449	$6.581M	0.5%	$231.34 *	$207.91	+1.2%	COM	235851102
KO	COCA COLA CO	107,420	$6.33M	0.5%	$58.93 *	$42.75	+24.6%	COM	191216100
GILD	GILEAD SCIENCES INC	76,355	$6.186M	0.5%	$81.01 *	$61.71	+17.0%	COM	375558103
MS	MORGAN STANLEY	66,186	$6.172M	0.5%	$93.25 *	$67.53	+10.8%	COM NEW	617446448
VICI	VICI PPTYS INC	188,820	$6.02M	0.5%	$31.88 *	$22.21	+16.7%	COM	925652109
GS	GOLDMAN SACHS GROUP INC	15,518	$5.986M	0.5%	$385.77 *	$213.03	+49.2%	COM	38141G104
PEP	PEPSICO INC	34,228	$5.813M	0.5%	$169.84 *	$107.09	+43.6%	COM	713448108
BMY	BRISTOL-MYERS SQUIBB CO	110,130	$5.651M	0.5%	$51.31 *	$54.26	-13.3%	COM	110122108
ADP	AUTOMATIC DATA PROCESSING IN	24,237	$5.646M	0.5%	$232.97 *	$182.82	+21.5%	COM	053015103
INVH	INVITATION HOMES INC	163,701	$5.584M	0.5%	$34.11 *	$26.52	+13.1%	COM	46187W107
DLR	DIGITAL RLTY TR INC	40,081	$5.394M	0.4%	$134.58 *	$104.62	+15.3%	COM	253868103
ESS	ESSEX PPTY TR INC	21,127	$5.238M	0.4%	$247.94 *	$202.12	+0.5%	COM	297178105
PHM	PULTE GROUP INC	50,527	$5.215M	0.4%	$103.22 *	$42.49	+96.8%	COM	745867101
SYF	SYNCHRONY FINANCIAL	134,810	$5.148M	0.4%	$38.19 *	$31.20	-2.8%	COM	87165B103
RSG	REPUBLIC SVCS INC	31,217	$5.148M	0.4%	$164.91 *	$112.01	+35.1%	COM	760759100
REXR	REXFORD INDL RLTY INC	91,083	$5.11M	0.4%	$56.10	$23218.21	—	COM	76169C100
ARE	ALEXANDRIA REAL ESTATE EQ IN	38,519	$4.883M	0.4%	$126.77 *	$116.52	-17.9%	COM	015271109
TAP	MOLSON COORS BEVERAGE CO	77,966	$4.772M	0.4%	$61.21 *	$58.02	-3.6%	CL B	60871R209
JNJ	JOHNSON & JOHNSON	29,462	$4.618M	0.4%	$156.74 *	$129.05	+11.3%	COM	478160104
NKE	NIKE INC	41,814	$4.54M	0.4%	$108.57 *	$105.87	-2.7%	CL B	654106103
MCK	MCKESSON CORP	9,797	$4.536M	0.4%	$462.98 *	$198.90	+126.4%	COM	58155Q103
ITW	ILLINOIS TOOL WKS INC	17,067	$4.471M	0.4%	$261.94 *	$162.38	+40.0%	COM	452308109
LNWO	LIGHT & WONDER INC	53,787	$4.441M	0.4%	$82.56 *	$80.25	0.0%	COM	80874P109
AMH	AMERICAN HOMES 4 RENT	123,110	$4.427M	0.4%	$35.96	$18271.79	—	CL A	02665T306
FISV	FISERV INC	33,136	$4.402M	0.4%	$132.84 *	$103.61	+18.4%	COM	337738108
ORCL	ORACLE CORP	39,909	$4.208M	0.3%	$105.43	$50.44	+111.6%	COM	68389X105
TME	TENCENT MUSIC ENTMT GROUP	466,618	$4.204M	0.3%	$9.01	$7.38	—	SPON ADS	88034P109
SUI	SUN CMNTYS INC	30,954	$4.137M	0.3%	$133.65	$76397.57	—	COM	866674104
MMM	3M CO	37,447	$4.094M	0.3%	$109.32 *	$99.93	-24.4%	COM	88579Y101
PPG	PPG INDS INC	26,867	$4.018M	0.3%	$149.55 *	$125.31	+2.8%	COM	693506107
KMB	KIMBERLY-CLARK CORP	32,641	$3.966M	0.3%	$121.51 *	$110.94	+0.2%	COM	494368103
BK	BANK NEW YORK MELLON CORP	75,004	$3.904M	0.3%	$52.05 *	$37.85	+15.4%	COM	064058100
NUE	NUCOR CORP	21,777	$3.79M	0.3%	$174.04 *	$106.29	+44.2%	COM	670346105
PRU	PRUDENTIAL FINL INC	35,603	$3.692M	0.3%	$103.71 *	$84.10	+3.0%	COM	744320102
COR	CENCORA INC	17,769	$3.649M	0.3%	$205.38 *	$169.11	+13.4%	COM	03073E105
YMM	FULL TRUCK ALLIANCE CO LTD	520,277	$3.647M	0.3%	$7.01	$7.01	—	SPONSORED ADS	35969L108
CBRE	CBRE GROUP INC	38,847	$3.616M	0.3%	$93.09 *	$53.37	+45.7%	CL A	12504L109
GIS	GENERAL MLS INC	55,358	$3.606M	0.3%	$65.14 *	$47.70	+24.8%	COM	370334104
BBY	BEST BUY INC	45,645	$3.573M	0.3%	$78.28 *	$67.32	-5.8%	COM	086516101
REG	REGENCY CTRS CORP	53,310	$3.572M	0.3%	$67.00 *	$51.71	+9.4%	COM	758849103
STT	STATE STR CORP	45,968	$3.561M	0.3%	$77.46 *	$66.71	-2.8%	COM	857477103
EXPD	EXPEDITORS INTL WASH INC	27,776	$3.533M	0.3%	$127.20 *	$81.35	+41.0%	COM	302130109
NTAP	NETAPP INC	39,847	$3.513M	0.3%	$88.16 *	$76.29	+1.0%	COM	64110D104
DOV	DOVER CORP	22,657	$3.485M	0.3%	$153.81 *	$130.72	+4.6%	COM	260003108
AFL	AFLAC INC	42,143	$3.477M	0.3%	$82.50 *	$38.56	+99.7%	COM	001055102
EA	ELECTRONIC ARTS INC	25,030	$3.424M	0.3%	$136.81 *	$115.09	+13.6%	COM	285512109
CVS	CVS HEALTH CORP	42,945	$3.391M	0.3%	$78.96 *	$56.95	+14.8%	COM	126650100
BAC	BANK AMERICA CORP	100,508	$3.384M	0.3%	$33.67 *	$27.74	-0.5%	COM	060505104
DHI	D R HORTON INC	22,155	$3.367M	0.3%	$151.98 *	$74.26	+62.3%	COM	23331A109
MET	METLIFE INC	50,529	$3.341M	0.3%	$66.13 *	$38.92	+51.0%	COM	59156R108
—	KELLANOVA	59,406	$3.321M	0.3%	$55.91 *	$49.73	-1.9%	COM	487836108
CRM	SALESFORCE INC	12,610	$3.318M	0.3%	$263.14 *	$168.11	+33.0%	COM	79466L302
ODFL	OLD DOMINION FREIGHT LINE IN	8,062	$3.268M	0.3%	$405.33 *	$129.37	+51.3%	COM	679580100
PG	PROCTER AND GAMBLE CO	22,285	$3.266M	0.3%	$146.54 *	$115.12	+22.1%	COM	742718109
CEG	CONSTELLATION ENERGY CORP	27,896	$3.261M	0.3%	$116.89	$109.05	+5.6%	COM	21037T109
SRE	SEMPRA	43,039	$3.216M	0.3%	$74.73 *	$61.21	+9.0%	COM	816851109
NSC	NORFOLK SOUTHN CORP	13,532	$3.199M	0.3%	$236.38 *	$160.22	+24.9%	COM	655844108
CHRW	C H ROBINSON WORLDWIDE INC	36,668	$3.168M	0.3%	$86.39 *	$80.78	-1.7%	COM NEW	12541W209
ABBV	ABBVIE INC	20,290	$3.144M	0.3%	$154.97 *	$103.24	+31.5%	COM	00287Y109
ZBH	ZIMMER BIOMET HOLDINGS INC	25,674	$3.125M	0.3%	$121.70 *	$108.37	+0.9%	COM	98956P102
HPQ	HP INC	101,384	$3.051M	0.3%	$30.09 *	$19.03	+35.4%	COM	40434L105
EBAY	EBAY INC.	69,880	$3.048M	0.3%	$43.62 *	$37.89	+5.1%	COM	278642103
HST	HOST HOTELS & RESORTS INC	151,766	$2.955M	0.2%	$19.47 *	$15.21	-0.9%	COM	44107P104
FOXA	FOX CORP	93,035	$2.76M	0.2%	$29.67	$33.53	-12.0%	CL A COM	35137L105
T	AT&T INC	159,992	$2.685M	0.2%	$16.78 *	$13.32	+6.7%	COM	00206R102
DDOG	DATADOG INC	21,995	$2.67M	0.2%	$121.38 *	$98.95	+4.1%	CL A COM	23804L103
TW	TRADEWEB MKTS INC	28,831	$2.62M	0.2%	$90.88	$82.26	+8.5%	CL A	892672106
WMT	WALMART INC	16,377	$2.582M	0.2%	$157.65 *	$31.37	+64.6%	COM	931142103
BFAM	BRIGHT HORIZONS FAM SOL IN D	27,182	$2.562M	0.2%	$94.24 *	$105.69	-19.3%	COM	109194100
GLPI	GAMING & LEISURE PPTYS INC	51,896	$2.561M	0.2%	$49.35	$3644.65	—	COM	36467J108
ADSK	AUTODESK INC	10,497	$2.556M	0.2%	$243.48 *	$190.81	+13.2%	COM	052769106
EVRG	EVERGY INC	48,590	$2.536M	0.2%	$52.20 *	$46.25	-0.7%	COM	30034W106
KLAC	KLA CORP	4,362	$2.536M	0.2%	$581.30 *	$168.95	+202.4%	COM NEW	482480100
QCOM	QUALCOMM INC	17,521	$2.534M	0.2%	$144.63 *	$105.68	+12.0%	COM	747525103
SNA	SNAP ON INC	8,677	$2.506M	0.2%	$288.84 *	$195.84	+30.2%	COM	833034101
FCX	FREEPORT-MCMORAN INC	58,338	$2.483M	0.2%	$42.57 *	$35.90	0.0%	CL B	35671D857
FWONK	LIBERTY MEDIA CORP DEL	38,594	$2.436M	0.2%	$63.13	$62.30	—	COM LBTY ONE S C	531229755
CAT	CATERPILLAR INC	8,215	$2.429M	0.2%	$295.67 *	$154.60	+62.5%	COM	149123101
CCI	CROWN CASTLE INC	21,082	$2.428M	0.2%	$115.19 *	$83.66	+8.5%	COM	22822V101
ADM	ARCHER DANIELS MIDLAND CO	33,529	$2.421M	0.2%	$72.22 *	$60.79	+11.5%	COM	039483102
ARES	ARES MANAGEMENT CORPORATION	20,359	$2.421M	0.2%	$118.92 *	$102.46	0.0%	CL A COM STK	03990B101
D	DOMINION ENERGY INC	51,493	$2.42M	0.2%	$47.00 *	$52.06	-22.8%	COM	25746U109
CSX	CSX CORP	69,758	$2.419M	0.2%	$34.67 *	$27.65	+11.6%	COM	126408103
FR	FIRST INDL RLTY TR INC	45,763	$2.41M	0.2%	$52.67	$25161.40	—	COM	32054K103
WY	WEYERHAEUSER CO MTN BE	68,771	$2.391M	0.2%	$34.77 *	$30.20	-3.6%	COM NEW	962166104
NOW	SERVICENOW INC	3,363	$2.376M	0.2%	$706.49 *	$79.61	+58.3%	COM	81762P102
CF	CF INDS HLDGS INC	29,706	$2.362M	0.2%	$79.50 *	$74.24	+1.8%	COM	125269100
FIS	FIDELITY NATL INFORMATION SV	39,159	$2.352M	0.2%	$60.07 *	$63.19	-17.2%	COM	31620M106
DXCM	DEXCOM INC	18,825	$2.336M	0.2%	$124.09 *	$100.51	+1.6%	COM	252131107
VZ	VERIZON COMMUNICATIONS INC	61,520	$2.319M	0.2%	$37.70 *	$30.01	+3.3%	COM	92343V104
YUMC	YUM CHINA HLDGS INC	53,770	$2.281M	0.2%	$42.43 *	$50.89	-8.5%	COM	98850P109
DELL	DELL TECHNOLOGIES INC	27,995	$2.142M	0.2%	$76.50 *	$67.15	+1.7%	CL C	24703L202
OMC	OMNICOM GROUP INC	24,478	$2.118M	0.2%	$86.51 *	$64.33	+13.8%	COM	681919106
CMS	CMS ENERGY CORP	36,334	$2.11M	0.2%	$58.07 *	$49.83	+4.9%	COM	125896100
LBTYK	LIBERTY GLOBAL LTD	109,528	$2.042M	0.2%	$18.64 *	$9.07	0.0%	COM CL C	G61188127
XEL	XCEL ENERGY INC	32,925	$2.038M	0.2%	$61.91 *	$48.25	+15.0%	COM	98389B100
SBRA	SABRA HEALTH CARE REIT INC	140,384	$2.003M	0.2%	$14.27	$9789.35	—	COM	78573L106
SBUX	STARBUCKS CORP	20,565	$1.974M	0.2%	$96.01 *	$77.94	+18.3%	COM	855244109
INTC	INTEL CORP	38,666	$1.943M	0.2%	$50.25 *	$37.17	+7.7%	COM	458140100
DOCU	DOCUSIGN INC	32,540	$1.935M	0.2%	$59.45 *	$56.72	-19.1%	COM	256163106
COLD	AMERICOLD REALTY TRUST INC	63,702	$1.928M	0.2%	$30.27	$30.27	—	COM	03064D108
SPGI	S&P GLOBAL INC	4,374	$1.927M	0.2%	$440.52 *	$307.05	+26.4%	COM	78409V104
NVR	NVR INC	273	$1.911M	0.2%	$7000.45 *	$4596.27	+34.2%	COM	62944T105
ADC	AGREE RLTY CORP	30,247	$1.904M	0.2%	$62.95	$28846.72	—	COM	008492100
BNL	BROADSTONE NET LEASE INC	108,900	$1.875M	0.2%	$17.22	$15.50	—	COM	11135E203
CMCSA	COMCAST CORP NEW	42,280	$1.854M	0.2%	$43.85 *	$31.29	+28.1%	CL A	20030N101
APH	AMPHENOL CORP NEW	18,290	$1.813M	0.1%	$99.13 *	$33.02	+31.4%	CL A	032095101
—	APARTMENT INCOME REIT CORP	50,801	$1.764M	0.1%	$34.73	$24875.72	—	COM	03750L109
O	REALTY INCOME CORP	30,580	$1.756M	0.1%	$57.42 *	$47.64	-2.4%	COM	756109104
RHP	RYMAN HOSPITALITY PPTYS INC	15,928	$1.753M	0.1%	$110.06	$110.06	—	COM	78377T107
TMO	THERMO FISHER SCIENTIFIC INC	3,301	$1.752M	0.1%	$530.79 *	$152.76	+214.7%	COM	883556102
UBER	UBER TECHNOLOGIES INC	27,926	$1.719M	0.1%	$61.57 *	$41.09	+27.3%	COM	90353T100
GM	GENERAL MTRS CO	47,370	$1.702M	0.1%	$35.92 *	$33.96	-11.0%	COM	37045V100
MO	ALTRIA GROUP INC	42,148	$1.7M	0.1%	$40.34 *	$35.80	-2.8%	COM	02209S103
ES	EVERSOURCE ENERGY	27,543	$1.7M	0.1%	$61.72 *	$64.34	-19.2%	COM	30040W108
HUM	HUMANA INC	3,627	$1.66M	0.1%	$457.81 *	$273.63	+75.3%	COM	444859102
EQR	EQUITY RESIDENTIAL	26,695	$1.633M	0.1%	$61.16 *	$55.89	-5.5%	SH BEN INT	29476L107
ELV	ELEVANCE HEALTH INC	3,396	$1.601M	0.1%	$471.56 *	$369.45	+20.9%	COM	036752103
DIS	DISNEY WALT CO	17,447	$1.575M	0.1%	$90.29 *	$102.92	-16.2%	COM	254687106
PFE	PFIZER INC	53,976	$1.554M	0.1%	$28.79 *	$30.67	-13.9%	COM	717081103
SNPS	SYNOPSYS INC	3,016	$1.553M	0.1%	$514.91	$216.68	+136.0%	COM	871607107
HR	HEALTHCARE RLTY TR	89,843	$1.548M	0.1%	$17.23	$12917.48	—	CL A COM	42226K105
PYPL	PAYPAL HLDGS INC	24,829	$1.525M	0.1%	$61.41 *	$56.01	+2.0%	COM	70450Y103
ABT	ABBOTT LABS	13,808	$1.52M	0.1%	$110.07 *	$60.93	+57.7%	COM	002824100
VRTX	VERTEX PHARMACEUTICALS INC	3,556	$1.447M	0.1%	$406.89 *	$243.64	+51.6%	COM	92532F100
KRC	KILROY RLTY CORP	35,609	$1.419M	0.1%	$39.84	$46051.94	—	COM	49427F108
CUZ	COUSINS PPTYS INC	57,327	$1.396M	0.1%	$24.35	$17515.27	—	COM NEW	222795502
KHC	KRAFT HEINZ CO	37,072	$1.371M	0.1%	$36.98 *	$30.81	-1.4%	COM	500754106
—	LABORATORY CORP AMER HLDGS	5,975	$1.358M	0.1%	$227.29	$4767.46	—	COM NEW	50540R409
LVS	LAS VEGAS SANDS CORP	27,287	$1.343M	0.1%	$49.21 *	$47.35	-4.1%	COM	517834107
SO	SOUTHERN CO	18,722	$1.313M	0.1%	$70.12 *	$42.85	+48.8%	COM	842587107
ULTA	ULTA BEAUTY INC	2,562	$1.255M	0.1%	$489.99 *	$375.73	+12.3%	COM	90384S303
GE	GENERAL ELECTRIC CO	9,819	$1.253M	0.1%	$127.63 *	$47.31	+93.3%	COM NEW	369604301
MKTX	MARKETAXESS HLDGS INC	4,200	$1.23M	0.1%	$292.85 *	$233.72	0.0%	COM	57060D108
CNC	CENTENE CORP DEL	16,366	$1.215M	0.1%	$74.21 *	$63.94	+12.8%	COM	15135B101
RH	RH	4,146	$1.208M	0.1%	$291.48 *	$344.87	-25.1%	COM	74967X103
TEAM	ATLASSIAN CORPORATION	5,030	$1.196M	0.1%	$237.86 *	$166.96	+17.6%	CL A	049468101
BRK/B	BERKSHIRE HATHAWAY INC DEL	3,344	$1.193M	0.1%	$356.66	$243.39	+44.2%	CL B NEW	084670702
AXP	AMERICAN EXPRESS CO	6,357	$1.191M	0.1%	$187.34 *	$99.94	+57.1%	COM	025816109
—	DISCOVER FINL SVCS	10,338	$1.162M	0.1%	$112.40	$68304.84	—	COM	254709108
BR	BROADRIDGE FINL SOLUTIONS IN	5,366	$1.104M	0.1%	$205.75 *	$174.50	+2.1%	COM	11133T103
LEN	LENNAR CORP	7,105	$1.059M	0.1%	$149.04 *	$85.94	+36.0%	CL A	526057104
SJM	SMUCKER J M CO	8,224	$1.039M	0.1%	$126.38 *	$99.05	+7.8%	COM NEW	832696405
PSA	PUBLIC STORAGE	3,328	$1.015M	0.1%	$305.00 *	$254.90	-4.7%	COM	74460D109
DG	DOLLAR GEN CORP NEW	7,200	$979K	0.1%	$135.95 *	$115.93	0.0%	COM	256677105
TRNO	TERRENO RLTY CORP	15,616	$979K	0.1%	$62.67	$28100.89	—	COM	88146M101
TXN	TEXAS INSTRS INC	5,708	$973K	0.1%	$170.46 *	$108.87	+33.6%	COM	882508104
CRWD	CROWDSTRIKE HLDGS INC	3,779	$965K	0.1%	$255.32 *	$156.44	+33.9%	CL A	22788C105
OC	OWENS CORNING NEW	6,438	$954K	0.1%	$148.23 *	$57.05	+132.2%	COM	690742101
ADI	ANALOG DEVICES INC	4,757	$945K	0.1%	$198.56 *	$113.44	+51.8%	COM	032654105
ROKU	ROKU INC	10,021	$919K	0.1%	$91.66 *	$81.88	+2.2%	COM CL A	77543R102
ECL	ECOLAB INC	4,629	$918K	0.1%	$198.35 *	$176.45	-0.3%	COM	278865100
ENPH	ENPHASE ENERGY INC	6,935	$916K	0.1%	$132.14 *	$196.09	-45.9%	COM	29355A107
ED	CONSOLIDATED EDISON INC	10,016	$911K	0.1%	$90.97 *	$66.84	+24.3%	COM	209115104
LNT	ALLIANT ENERGY CORP	17,609	$903K	0.1%	$51.30 *	$39.55	+17.4%	COM	018802108
EXC	EXELON CORP	25,124	$902K	0.1%	$35.90	$28.10	+26.4%	COM	30161N101
SNOW	SNOWFLAKE INC	4,518	$899K	0.1%	$199.00 *	$179.99	-6.1%	CL A	833445109
NBIX	NEUROCRINE BIOSCIENCES INC	6,786	$894K	0.1%	$131.76 *	$112.07	+2.7%	COM	64125C109
PEG	PUBLIC SVC ENTERPRISE GRP IN	14,597	$893K	0.1%	$61.15 *	$43.51	+31.7%	COM	744573106
EG	EVEREST GROUP LTD	2,460	$870K	0.1%	$353.58 *	$350.61	+6.7%	COM	G3223R108
BA	BOEING CO	3,336	$870K	0.1%	$260.66 *	$232.02	-7.8%	COM	097023105
NNN	NNN REIT INC	20,113	$867K	0.1%	$43.10	$43.10	—	COM	637417106
PGR	PROGRESSIVE CORP	5,438	$866K	0.1%	$159.28 *	$86.47	+65.8%	COM	743315103
HUBS	HUBSPOT INC	1,465	$850K	0.1%	$580.54 *	$553.56	-13.1%	COM	443573100
LMT	LOCKHEED MARTIN CORP	1,854	$840K	0.1%	$453.24 *	$347.06	+20.3%	COM	539830109
LULU	LULULEMON ATHLETICA INC	1,634	$835K	0.1%	$511.29 *	$285.03	+51.6%	COM	550021109
IDXX	IDEXX LABS INC	1,442	$800K	0.1%	$555.05 *	$378.10	+24.2%	COM	45168D104
CAH	CARDINAL HEALTH INC	7,901	$796K	0.1%	$100.80 *	$54.53	+75.5%	COM	14149Y108
—	SUPER MICRO COMPUTER INC	2,766	$786K	0.1%	$284.26	$284.26	—	COM	86800U104
MDLZ	MONDELEZ INTL INC	10,844	$785K	0.1%	$72.43 *	$45.38	+41.7%	CL A	609207105
BSX	BOSTON SCIENTIFIC CORP	13,389	$774K	0.1%	$57.81 *	$38.05	+40.3%	COM	101137107
DTE	DTE ENERGY CO	6,995	$771K	0.1%	$110.26 *	$92.17	+3.0%	COM	233331107
ETR	ENTERGY CORP NEW	7,574	$766K	0.1%	$101.19 *	$40.53	+11.9%	COM	29364G103
UPS	UNITED PARCEL SERVICE INC	4,872	$766K	0.1%	$157.23 *	$108.33	+23.9%	CL B	911312106
PANW	PALO ALTO NETWORKS INC	2,589	$763K	0.1%	$294.88 *	$110.92	+20.5%	COM	697435105
REGN	REGENERON PHARMACEUTICALS	861	$756K	0.1%	$878.29 *	$643.20	+27.3%	COM	75886F107
DE	DEERE & CO	1,838	$735K	0.1%	$399.87 *	$210.60	+73.4%	COM	244199105
MPC	MARATHON PETE CORP	4,897	$727K	0.1%	$148.36 *	$48.07	+195.4%	COM	56585A102
CELH	CELSIUS HLDGS INC	13,300	$725K	0.1%	$54.52 *	$53.37	0.0%	COM NEW	15118V207
KR	KROGER CO	15,769	$721K	0.1%	$45.71 *	$31.76	+33.5%	COM	501044101
CTSH	COGNIZANT TECHNOLOGY SOLUTIO	9,490	$717K	0.1%	$75.53 *	$66.88	-0.2%	CL A	192446102
MRSH	MARSH & MCLENNAN COS INC	3,768	$714K	0.1%	$189.47	$114.03	+63.9%	COM	571748102
HPE	HEWLETT PACKARD ENTERPRISE C	41,491	$705K	0.1%	$16.98 *	$12.07	+27.3%	COM	42824C109
DUK	DUKE ENERGY CORP NEW	7,222	$701K	0.1%	$97.04 *	$83.85	0.0%	COM NEW	26441C204
DAL	DELTA AIR LINES INC DEL	17,082	$687K	0.1%	$40.23 *	$39.70	-10.7%	COM NEW	247361702
WDAY	WORKDAY INC	2,487	$687K	0.1%	$276.06 *	$201.71	+18.0%	CL A	98138H101
BDX	BECTON DICKINSON & CO	2,775	$677K	0.1%	$243.83 *	$220.26	+7.4%	COM	075887109
VAC	MARRIOTT VACATIONS WORLDWIDE	7,919	$672K	0.1%	$84.89	$154.31	-44.7%	COM	57164Y107
TMUS	T-MOBILE US INC	4,187	$671K	0.1%	$160.33 *	$113.78	+25.8%	COM	872590104
WM	WASTE MGMT INC DEL	3,650	$654K	0.1%	$179.10 *	$96.69	+68.0%	COM	94106L109
MU	MICRON TECHNOLOGY INC	7,586	$647K	0.1%	$85.34 *	$54.06	+36.2%	COM	595112103
PCAR	PACCAR INC	6,391	$624K	0.1%	$97.65 *	$51.07	+60.2%	COM	693718108
MELI	MERCADOLIBRE INC	388	$610K	0.1%	$1571.54 *	$978.66	+44.8%	COM	58733R102
FTNT	FORTINET INC	10,372	$607K	0.1%	$58.53 *	$66.37	-16.7%	COM	34959E109
IP	INTERNATIONAL PAPER CO	16,617	$601K	0.0%	$36.15 *	$31.05	+2.9%	COM	460146103
CINF	CINCINNATI FINL CORP	5,637	$583K	0.0%	$103.46 *	$94.97	+1.2%	COM	172062101
TGT	TARGET CORP	4,084	$582K	0.0%	$142.42 *	$130.36	-13.3%	COM	87612E106
NEE	NEXTERA ENERGY INC	9,450	$574K	0.0%	$60.74 *	$62.94	-15.1%	COM	65339F101
—	ARISTA NETWORKS INC	2,433	$573K	0.0%	$235.51	$21009.74	—	COM	040413106
A	AGILENT TECHNOLOGIES INC	4,079	$567K	0.0%	$139.03 *	$122.76	-4.5%	COM	00846U101
SHW	SHERWIN WILLIAMS CO	1,817	$567K	0.0%	$311.90 *	$243.82	+8.3%	COM	824348106
KDP	KEURIG DR PEPPER INC	16,251	$541K	0.0%	$33.32 *	$26.01	+12.3%	COM	49271V100
AIG	AMERICAN INTL GROUP INC	7,945	$538K	0.0%	$67.75 *	$46.01	+32.2%	COM NEW	026874784
OKTA	OKTA INC	5,941	$538K	0.0%	$90.53 *	$77.83	-2.0%	CL A	679295105
MRVL	MARVELL TECHNOLOGY INC	8,877	$535K	0.0%	$60.31 *	$46.33	+15.7%	COM	573874104
MOS	MOSAIC CO NEW	14,828	$530K	0.0%	$35.73 *	$35.70	-7.3%	COM	61945C103
CFG	CITIZENS FINL GROUP INC	15,899	$527K	0.0%	$33.14 *	$25.75	-2.1%	COM	174610105
HII	HUNTINGTON INGALLS INDS INC	2,014	$523K	0.0%	$259.64 *	$176.26	+26.2%	COM	446413106
MSI	MOTOROLA SOLUTIONS INC	1,621	$508K	0.0%	$313.09 *	$148.24	+99.5%	COM NEW	620076307
BIIB	BIOGEN INC	1,925	$498K	0.0%	$258.77 *	$274.57	-10.5%	COM	09062X103
CME	CME GROUP INC	2,352	$495K	0.0%	$210.60 *	$177.26	+9.8%	COM	12572Q105
GPC	GENUINE PARTS CO	3,442	$477K	0.0%	$138.50 *	$132.48	-3.0%	COM	372460105
MCO	MOODYS CORP	1,213	$474K	0.0%	$390.56 *	$292.45	+16.9%	COM	615369105
USB	US BANCORP DEL	10,535	$456K	0.0%	$43.28 *	$41.52	-20.3%	COM NEW	902973304
VLO	VALERO ENERGY CORP	3,489	$454K	0.0%	$130.00 *	$82.07	+45.4%	COM	91913Y100
CARR	CARRIER GLOBAL CORPORATION	7,822	$449K	0.0%	$57.45 *	$28.57	+80.4%	COM	14448C104
PH	PARKER-HANNIFIN CORP	964	$444K	0.0%	$460.70 *	$237.31	+71.6%	COM	701094104
PNC	PNC FINL SVCS GROUP INC	2,857	$442K	0.0%	$154.85 *	$131.99	-9.1%	COM	693475105
FRSH	FRESHWORKS INC	18,595	$437K	0.0%	$23.49 *	$19.79	0.0%	CLASS A COM	358054104
CDNS	CADENCE DESIGN SYSTEM INC	1,588	$433K	0.0%	$272.37 *	$148.04	+74.0%	COM	127387108
BX	BLACKSTONE INC	3,236	$424K	0.0%	$130.92 *	$67.13	+52.1%	COM	09260D107
SPG	SIMON PPTY GROUP INC NEW	2,946	$420K	0.0%	$142.64 *	$94.97	+14.1%	COM	828806109
CTRA	COTERRA ENERGY INC	16,269	$415K	0.0%	$25.52 *	$25.09	-0.6%	COM	127097103
EXAS	EXACT SCIENCES CORP	5,587	$413K	0.0%	$73.98 *	$65.55	0.0%	COM	30063P105
BKR	BAKER HUGHES COMPANY	11,943	$408K	0.0%	$34.18 *	$33.53	-3.1%	CL A	05722G100
EW	EDWARDS LIFESCIENCES CORP	5,267	$402K	0.0%	$76.25 *	$84.23	-17.4%	COM	28176E108
GD	GENERAL DYNAMICS CORP	1,505	$391K	0.0%	$259.67 *	$169.79	+38.0%	COM	369550108
OTIS	OTIS WORLDWIDE CORP	4,363	$390K	0.0%	$89.47 *	$48.38	+65.8%	COM	68902V107
MRNA	MODERNA INC	3,805	$378K	0.0%	$99.45 *	$107.78	-22.0%	COM	60770K107
ROP	ROPER TECHNOLOGIES INC	673	$367K	0.0%	$545.17 *	$431.42	+17.8%	COM	776696106
CPRT	COPART INC	7,452	$365K	0.0%	$49.00 *	$37.49	+26.0%	COM	217204106
MCHP	MICROCHIP TECHNOLOGY INC.	4,049	$365K	0.0%	$90.18 *	$65.25	+17.9%	COM	595017104
MKC	MCCORMICK & CO INC	5,292	$362K	0.0%	$68.42 *	$63.84	-3.0%	COM NON VTG	579780206
—	RETAIL OPPORTUNITY INVTS COR	25,389	$356K	0.0%	$14.03	$14.03	—	COM	76131N101
TFC	TRUIST FINL CORP	9,647	$356K	0.0%	$36.92 *	$35.59	-20.7%	COM	89832Q109
EL	LAUDER ESTEE COS INC	2,421	$354K	0.0%	$146.25 *	$179.08	-29.0%	CL A	518439104
GWW	GRAINGER W W INC	427	$354K	0.0%	$828.69 *	$443.25	+70.6%	COM	384802104
XYL	XYLEM INC	2,980	$341K	0.0%	$114.36 *	$98.67	-1.3%	COM	98419M100
—	TDCX INC	70,000	$340K	0.0%	$4.85	$7.91	—	ADS	87190U100
KEYS	KEYSIGHT TECHNOLOGIES INC	2,120	$337K	0.0%	$159.09 *	$141.22	-3.8%	COM	49338L103
ILMN	ILLUMINA INC	2,394	$333K	0.0%	$139.24 *	$282.56	-59.2%	COM	452327109
AZO	AUTOZONE INC	128	$331K	0.0%	$2585.61	$1071.61	+142.0%	COM	053332102
SYY	SYSCO CORP	4,522	$331K	0.0%	$73.13 *	$58.89	+10.2%	COM	871829107
SBAC	SBA COMMUNICATIONS CORP NEW	1,294	$328K	0.0%	$253.69 *	$242.84	-11.2%	CL A	78410G104
GPN	GLOBAL PMTS INC	2,576	$327K	0.0%	$127.00 *	$117.28	-3.5%	COM	37940X102
FDX	FEDEX CORP	1,290	$326K	0.0%	$252.97 *	$196.21	+23.5%	COM	31428X106
ZS	ZSCALER INC	1,472	$326K	0.0%	$221.56 *	$149.01	+24.3%	COM	98980G102
CLX	CLOROX CO DEL	2,174	$310K	0.0%	$142.59 *	$139.82	-11.3%	COM	189054109
F	FORD MTR CO DEL	25,389	$309K	0.0%	$12.19 *	$10.18	-5.4%	COM	345370860
FCNCA	FIRST CTZNS BANCSHARES INC N	218	$309K	0.0%	$1418.97	$1361.65	+2.3%	CL A	31946M103
COF	CAPITAL ONE FINL CORP	2,357	$309K	0.0%	$131.12 *	$82.79	+26.3%	COM	14040H105
GDDY	GODADDY INC	2,881	$306K	0.0%	$106.16 *	$76.32	+17.2%	CL A	380237107
CTVA	CORTEVA INC	6,290	$301K	0.0%	$47.92 *	$37.29	+24.8%	COM	22052L104
VST	VISTRA CORP	7,774	$299K	0.0%	$38.52 *	$26.14	+30.4%	COM	92840M102
VRSK	VERISK ANALYTICS INC	1,243	$297K	0.0%	$238.86 *	$200.59	+16.4%	COM	92345Y106
VRSN	VERISIGN INC	1,432	$295K	0.0%	$205.96	$209.67	-1.6%	COM	92343E102
CVX	CHEVRON CORP NEW	1,962	$293K	0.0%	$149.16 *	$132.37	+4.1%	COM	166764100
ALNY	ALNYLAM PHARMACEUTICALS INC	1,512	$289K	0.0%	$191.41 *	$147.44	+15.5%	COM	02043Q107
CHD	CHURCH & DWIGHT CO INC	3,050	$288K	0.0%	$94.56 *	$58.04	+53.8%	COM	171340102
HSY	HERSHEY CO	1,531	$285K	0.0%	$186.44 *	$197.40	-10.0%	COM	427866108
AME	AMETEK INC	1,682	$277K	0.0%	$164.89 *	$85.19	+76.4%	COM	031100100
VEEV	VEEVA SYS INC	1,429	$275K	0.0%	$192.52 *	$200.51	-6.0%	CL A COM	922475108
IQV	IQVIA HLDGS INC	1,187	$275K	0.0%	$231.38 *	$140.65	+46.0%	COM	46266C105
AJG	GALLAGHER ARTHUR J & CO	1,211	$272K	0.0%	$224.88 *	$146.77	+58.3%	COM	363576109
MTD	METTLER TOLEDO INTERNATIONAL	223	$270K	0.0%	$1212.96 *	$746.51	+44.9%	COM	592688105
WST	WEST PHARMACEUTICAL SVSC INC	756	$266K	0.0%	$352.12	$351.82	0.0%	COM	955306105
DD	DUPONT DE NEMOURS INC	3,440	$265K	0.0%	$76.93 *	$26.95	+7.7%	COM	26614N102
ABNB	AIRBNB INC	1,923	$262K	0.0%	$136.14 *	$138.71	-7.0%	COM CL A	009066101
WFC	WELLS FARGO CO NEW	5,256	$259K	0.0%	$49.22 *	$41.03	0.0%	COM	949746101
SSNC	SS&C TECHNOLOGIES HLDGS INC	4,184	$256K	0.0%	$61.11 *	$54.92	-0.5%	COM	78467J100
EOG	EOG RES INC	2,078	$251K	0.0%	$120.95 *	$117.17	-1.4%	COM	26875P101
MSCI	MSCI INC	436	$247K	0.0%	$565.65 *	$395.95	+27.1%	COM	55354G100
RMD	RESMED INC	1,422	$245K	0.0%	$172.02 *	$207.00	-27.2%	COM	761152107
IT	GARTNER INC	541	$244K	0.0%	$451.11 *	$299.11	+33.6%	COM	366651107
DASH	DOORDASH INC	2,455	$243K	0.0%	$98.89 *	$97.70	-9.4%	CL A	25809K105
TRV	TRAVELERS COMPANIES INC	1,268	$242K	0.0%	$190.49 *	$167.74	-0.6%	COM	89417E109
IFF	INTERNATIONAL FLAVORS&FRAGRA	2,942	$238K	0.0%	$80.97 *	$105.18	-34.6%	COM	459506101
FAST	FASTENAL CO	3,653	$237K	0.0%	$64.77 *	$14.02	+104.6%	COM	311900104
TSCO	TRACTOR SUPPLY CO	1,091	$235K	0.0%	$215.03 *	$35.42	+11.2%	COM	892356106
DOW	DOW INC	4,273	$234K	0.0%	$54.84 *	$37.71	+18.4%	COM	260557103
PINS	PINTEREST INC	6,269	$232K	0.0%	$37.04 *	$32.11	-2.1%	CL A	72352L106
IRM	IRON MTN INC DEL	3,143	$220K	0.0%	$69.98 *	$32.27	+81.0%	COM	46284V101
TER	TERADYNE INC	1,976	$214K	0.0%	$108.52 *	$104.70	-10.2%	COM	880770102
WAB	WABTEC	1,682	$213K	0.0%	$126.90 *	$72.06	+55.0%	COM	929740108
JCI	JOHNSON CTLS INTL PLC	3,663	$211K	0.0%	$57.64 *	$53.25	-4.8%	SHS	G51502105
PAYX	PAYCHEX INC	1,766	$210K	0.0%	$119.11 *	$91.01	+22.1%	COM	704326107
AVTR	AVANTOR INC	9,169	$209K	0.0%	$22.83 *	$27.72	-26.1%	COM	05352A100
SWK	STANLEY BLACK & DECKER INC	2,097	$206K	0.0%	$98.10 *	$108.91	-25.9%	COM	854502101
—	COOPER COS INC	543	$205K	0.0%	$378.44	$169308.00	—	COM NEW	216648402
ALL	ALLSTATE CORP	1,448	$203K	0.0%	$139.98 *	$96.32	+29.5%	COM	020002101
FSLR	FIRST SOLAR INC	1,170	$202K	0.0%	$172.28 *	$186.58	-18.0%	COM	336433107
BMRN	BIOMARIN PHARMACEUTICAL INC	2,087	$201K	0.0%	$96.42 *	$96.69	-8.5%	COM	09061G101
WAT	WATERS CORP	605	$199K	0.0%	$329.23 *	$230.43	+19.9%	COM	941848103
HLT	HILTON WORLDWIDE HLDGS INC	1,092	$199K	0.0%	$182.09 *	$130.45	+24.4%	COM	43300A203
DOC	HEALTHPEAK PROPERTIES INC	9,843	$195K	0.0%	$19.80 *	$20.06	-23.4%	COM	42250P103
INCY	INCYTE CORP	3,102	$195K	0.0%	$62.79 *	$66.86	-15.4%	COM	45337C102
SWKS	SKYWORKS SOLUTIONS INC	1,717	$193K	0.0%	$112.42 *	$88.07	+3.3%	COM	83088M102
MAA	MID-AMER APT CMNTYS INC	1,425	$192K	0.0%	$134.46 *	$119.34	-2.1%	COM	59522J103
HOLX	HOLOGIC INC	2,664	$190K	0.0%	$71.45 *	$67.12	+3.7%	COM	436440101
CE	CELANESE CORP DEL	1,221	$190K	0.0%	$155.37 *	$95.29	+33.7%	COM	150870103
HBAN	HUNTINGTON BANCSHARES INC	14,557	$185K	0.0%	$12.72 *	$9.80	+1.8%	COM	446150104
AWK	AMERICAN WTR WKS CO INC NEW	1,380	$182K	0.0%	$131.99 *	$96.64	+24.2%	COM	030420103
ALGN	ALIGN TECHNOLOGY INC	654	$179K	0.0%	$274.00 *	$342.35	-30.8%	COM	016255101
—	SIRIUS XM HOLDINGS INC	32,630	$178K	0.0%	$5.47	$101.36	—	COM	82968B103
WPC	WP CAREY INC	2,734	$177K	0.0%	$64.81	$31948.44	—	COM	92936U109
CDW	CDW CORP	773	$176K	0.0%	$227.32 *	$119.01	+73.2%	COM	12514G108
BALL	BALL CORP	3,039	$175K	0.0%	$57.52 *	$52.19	-4.1%	COM	058498106
GLW	CORNING INC	5,652	$172K	0.0%	$30.45 *	$29.46	-7.9%	COM	219350105
APD	AIR PRODS & CHEMS INC	612	$168K	0.0%	$273.80 *	$153.42	+69.0%	COM	009158106
—	PIONEER NAT RES CO	744	$167K	0.0%	$224.88	$171070.98	—	COM	723787107
WDC	WESTERN DIGITAL CORP.	3,141	$164K	0.0%	$52.37 *	$41.57	-16.1%	COM	958102105
CSGP	COSTAR GROUP INC	1,856	$162K	0.0%	$87.39 *	$80.27	+0.8%	COM	22160N109
—	WALGREENS BOOTS ALLIANCE INC	6,100	$159K	0.0%	$26.11	$52858.73	—	COM	931427108
CAG	CONAGRA BRANDS INC	5,555	$159K	0.0%	$28.66 *	$24.66	+1.0%	COM	205887102
XYZ	BLOCK INC	2,049	$158K	0.0%	$77.35 *	$107.40	-47.4%	CL A	852234103
MAS	MASCO CORP	2,328	$156K	0.0%	$66.98 *	$53.61	+4.5%	COM	574599106
JBHT	HUNT J B TRANS SVCS INC	770	$154K	0.0%	$199.74 *	$175.79	+3.0%	COM	445658107
EIX	EDISON INTL	2,147	$153K	0.0%	$71.49 *	$47.74	+24.7%	COM	281020107
AMP	AMERIPRISE FINL INC	403	$153K	0.0%	$379.83 *	$204.89	+62.8%	COM	03076C106
HIG	HARTFORD FINL SVCS GROUP INC	1,890	$152K	0.0%	$80.38 *	$66.24	+9.4%	COM	416515104
ON	ON SEMICONDUCTOR CORP	1,793	$150K	0.0%	$83.53 *	$43.38	+81.1%	COM	682189105
—	SPLUNK INC	927	$141K	0.0%	$152.35	$78793.00	—	COM	848637104
BAX	BAXTER INTL INC	3,647	$141K	0.0%	$38.66 *	$47.23	-28.9%	COM	071813109
NDAQ	NASDAQ INC	2,372	$138K	0.0%	$58.14 *	$48.33	+5.9%	COM	631103108
HSIC	HENRY SCHEIN INC	1,821	$138K	0.0%	$75.71 *	$64.05	+9.2%	COM	806407102
EFX	EQUIFAX INC	553	$137K	0.0%	$247.29 *	$161.08	+24.1%	COM	294429105
LUV	SOUTHWEST AIRLS CO	4,729	$137K	0.0%	$28.88 *	$40.12	-38.3%	COM	844741108
LKQ	LKQ CORP	2,830	$135K	0.0%	$47.79 *	$40.74	+7.3%	COM	501889208
SE	SEA LTD	3,291	$133K	0.0%	$40.50	$40.50	—	SPONSORD ADS	81141R100
UDR	UDR INC	3,480	$133K	0.0%	$38.29 *	$36.54	-12.7%	COM	902653104
OVV	OVINTIV INC	2,933	$129K	0.0%	$43.92 *	$45.65	-0.0%	COM	69047Q102
GRAB	GRAB HOLDINGS LIMITED	37,605	$127K	0.0%	$3.37 *	$3.57	-9.4%	CLASS A ORD	G4124C109
VTRS	VIATRIS INC	11,493	$124K	0.0%	$10.83 *	$11.71	-25.8%	COM	92556V106
CPB	CAMPBELL SOUP CO	2,811	$122K	0.0%	$43.23 *	$40.36	-5.6%	COM	134429109
MLM	MARTIN MARIETTA MATLS INC	241	$120K	0.0%	$498.91 *	$158.58	+180.8%	COM	573284106
PFG	PRINCIPAL FINANCIAL GROUP IN	1,471	$116K	0.0%	$78.67 *	$49.10	+36.4%	COM	74251V102
UAL	UNITED AIRLS HLDGS INC	2,769	$114K	0.0%	$41.26 *	$44.99	-12.6%	COM	910047109
CTAS	CINTAS CORP	178	$107K	0.0%	$602.66 *	$119.90	+9.8%	COM	172908105
MAR	MARRIOTT INTL INC NEW	470	$106K	0.0%	$225.51 *	$152.77	+29.9%	CL A	571903202
KKR	KKR & CO INC	1,247	$103K	0.0%	$82.85 *	$42.62	+56.8%	COM	48251W104
SCCO	SOUTHERN COPPER CORP	1,191	$103K	0.0%	$86.07 *	$53.46	+26.0%	COM	84265V105
LNG	CHENIERE ENERGY INC	598	$102K	0.0%	$170.71	$107.75	+59.5%	COM NEW	16411R208
FITB	FIFTH THIRD BANCORP	2,888	$99,607	0.0%	$34.49 *	$29.18	-12.5%	COM	316773100
TSN	TYSON FOODS INC	1,850	$99,438	0.0%	$53.75 *	$56.36	-20.1%	CL A	902494103
TROW	PRICE T ROWE GROUP INC	888	$95,629	0.0%	$107.69 *	$91.84	-2.3%	COM	74144T108
URI	UNITED RENTALS INC	163	$93,467	0.0%	$573.42 *	$426.69	+8.4%	COM	911363109
HRL	HORMEL FOODS CORP	2,818	$90,486	0.0%	$32.11 *	$30.67	-1.5%	COM	440452100
MTB	M & T BK CORP	642	$88,005	0.0%	$137.08 *	$120.03	-2.3%	COM	55261F104
MTCH	MATCH GROUP INC NEW	2,386	$87,090	0.0%	$36.50 *	$60.02	-45.0%	COM	57667L107
RKT	ROCKET COS INC	5,927	$85,823	0.0%	$14.48 *	$8.51	+6.5%	COM CL A	77311W101
PKG	PACKAGING CORP AMER	514	$83,736	0.0%	$162.91 *	$117.80	+26.3%	COM	695156109
CZR	CAESARS ENTERTAINMENT INC NE	1,762	$82,603	0.0%	$46.88 *	$58.89	-24.6%	COM	12769G100
CB	CHUBB LIMITED	365	$82,490	0.0%	$226.00 *	$196.80	+8.6%	COM	H1467J104
SNAP	SNAP INC	4,812	$81,467	0.0%	$16.93 *	$15.83	-22.6%	CL A	83304A106
LEN/B	LENNAR CORP	566	$75,872	0.0%	$134.05 *	$58.62	+78.4%	CL B	526057302
AOS	SMITH A O CORP	910	$75,020	0.0%	$82.44 *	$66.27	+7.2%	COM	831865209
EXPE	EXPEDIA GROUP INC	488	$74,074	0.0%	$151.79 *	$121.04	+0.4%	COM NEW	30212P303
RF	REGIONS FINANCIAL CORP NEW	3,803	$73,702	0.0%	$19.38 *	$14.88	+1.1%	COM	7591EP100
BLDR	BUILDERS FIRSTSOURCE INC	440	$73,454	0.0%	$166.94 *	$66.83	+98.9%	COM	12008R107
AKAM	AKAMAI TECHNOLOGIES INC	595	$70,418	0.0%	$118.35 *	$86.52	+28.6%	COM	00971T101
NET	CLOUDFLARE INC	845	$70,355	0.0%	$83.26 *	$83.60	-16.3%	CL A COM	18915M107
KEY	KEYCORP	4,807	$69,221	0.0%	$14.40 *	$11.83	-10.0%	COM	493267108
RBLX	ROBLOX CORP	1,491	$68,169	0.0%	$45.72 *	$40.06	-7.8%	CL A	771049103
PLTR	PALANTIR TECHNOLOGIES INC	3,879	$66,602	0.0%	$17.17 *	$14.51	+22.8%	CL A	69608A108
TTD	THE TRADE DESK INC	922	$66,347	0.0%	$71.96 *	$59.37	+23.7%	COM CL A	88339J105
TRU	TRANSUNION	908	$62,389	0.0%	$68.71 *	$67.57	-10.9%	COM	89400J107
FNF	FIDELITY NATIONAL FINANCIAL	1,212	$61,836	0.0%	$51.02 *	$31.71	+22.4%	FNF GROUP COM	31620R303
NTRS	NORTHERN TR CORP	727	$61,344	0.0%	$84.38 *	$72.86	-5.1%	COM	665859104
DGX	QUEST DIAGNOSTICS INC	432	$59,564	0.0%	$137.88 *	$125.57	+0.6%	COM	74834L100
U	UNITY SOFTWARE INC	1,420	$58,064	0.0%	$40.89 *	$60.56	-49.1%	COM	91332U101
LYV	LIVE NATION ENTERTAINMENT IN	607	$56,815	0.0%	$93.60 *	$92.72	-7.2%	COM	538034109
TWLO	TWILIO INC	731	$55,461	0.0%	$75.87 *	$91.09	-31.6%	CL A	90138F102
FICO	FAIR ISAAC CORP	46	$53,544	0.0%	$1164.00 *	$827.89	+21.6%	COM	303250104
MDB	MONGODB INC	128	$52,333	0.0%	$408.85 *	$383.35	-1.0%	CL A	60937P106
EPAM	EPAM SYS INC	176	$52,332	0.0%	$297.34 *	$250.46	+1.4%	COM	29414B104
BEN	FRANKLIN RESOURCES INC	1,693	$50,434	0.0%	$29.79 *	$22.43	-2.1%	COM	354613101
WBD	WARNER BROS DISCOVERY INC	4,259	$48,467	0.0%	$11.38 *	$18.55	-41.8%	COM SER A	934423104
LBRDK	LIBERTY BROADBAND CORP	583	$46,984	0.0%	$80.59 *	$131.83	-40.4%	COM SER C	530307305
APO	APOLLO GLOBAL MGMT INC	500	$46,595	0.0%	$93.19 *	$50.96	+67.9%	COM	03769M106
DINO	HF SINCLAIR CORP	801	$44,512	0.0%	$55.57 *	$50.13	-0.9%	COM	403949100
—	FLEETCOR TECHNOLOGIES INC	138	$39,000	0.0%	$282.61	$229620.38	—	COM	339041105
CBOE	CBOE GLOBAL MKTS INC	216	$38,569	0.0%	$178.56 *	$91.92	+82.8%	COM	12503M108
WMG	WARNER MUSIC GROUP CORP	1,054	$37,723	0.0%	$35.79 *	$35.16	-11.2%	COM CL A	934550203
GL	GLOBE LIFE INC	309	$37,611	0.0%	$121.72 *	$105.16	+9.8%	COM	37959E102
CMI	CUMMINS INC	156	$37,373	0.0%	$239.57 *	$185.94	+16.6%	COM	231021106
CHTR	CHARTER COMMUNICATIONS INC N	95	$36,925	0.0%	$388.68 *	$394.20	+3.4%	CL A	16119P108
WRB	BERKLEY W R CORP	522	$36,916	0.0%	$70.72 *	$29.60	+45.3%	COM	084423102
TTWO	TAKE-TWO INTERACTIVE SOFTWAR	220	$35,409	0.0%	$160.95 *	$129.47	+15.2%	COM	874054109
MGM	MGM RESORTS INTERNATIONAL	769	$34,359	0.0%	$44.68 *	$30.65	+28.0%	COM	552953101
GEN	GEN DIGITAL INC	1,495	$34,116	0.0%	$22.82 *	$16.05	+18.5%	COM	668771108
RJF	RAYMOND JAMES FINL INC	296	$33,004	0.0%	$111.50 *	$62.75	+59.0%	COM	754730109
DRI	DARDEN RESTAURANTS INC	194	$31,874	0.0%	$164.30 *	$115.06	+23.2%	COM	237194105
DPZ	DOMINOS PIZZA INC	77	$31,742	0.0%	$412.23 *	$316.59	+14.8%	COM	25754A201
IBKR	INTERACTIVE BROKERS GROUP IN	380	$31,502	0.0%	$82.90 *	$18.18	+11.2%	COM CL A	45841N107
MKL	MARKEL GROUP INC	22	$31,238	0.0%	$1419.91	$1080.62	+31.3%	COM	570535104
ROL	ROLLINS INC	704	$30,744	0.0%	$43.67 *	$33.00	+14.8%	COM	775711104
LBRDA	LIBERTY BROADBAND CORP	321	$25,885	0.0%	$80.64 *	$76.27	+3.1%	COM SER A	530307107
FOX	FOX CORP	883	$24,415	0.0%	$27.65	$34.51	-20.8%	CL B COM	35137L204
ZM	ZOOM VIDEO COMMUNICATIONS IN	333	$23,946	0.0%	$71.91 *	$163.62	-59.6%	CL A	98980L101
PAYC	PAYCOM SOFTWARE INC	101	$20,879	0.0%	$206.72	$216.64	-4.0%	COM	70432V102
NLOP	NET LEASE OFFICE PROPERTIES	143	$2,643	0.0%	$18.48	$18.48	—	COM	64110Y108