Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
NEM	NEWMONT CORP	565,070	$20.88M	2.9%	$38.40	-0.2%	COM	651639106
ROP	ROPER TECHNOLOGIES INC	41,820	$20.25M	2.8%	$461.82	+4.5%	COM	776696106
DHR	DANAHER CORPORATION	80,786	$20.04M	2.8%	$214.68	+2.6%	COM	235851102
LNG	CHENIERE ENERGY INC	81,020	$13.45M	1.9%	$161.33	0.0%	COM NEW	16411R208
LULU	LULULEMON ATHLETICA INC	31,332	$12.08M	1.7%	$364.34	+4.9%	COM	550021109
LIN	LINDE PLC	30,008	$11.17M	1.6%	$367.93	+0.3%	SHS	G54950103
TECK	TECK RESOURCES LTD	238,929	$10.3M	1.4%	$41.44	0.0%	CL B	878742204
FCX	FREEPORT-MCMORAN INC	276,000	$10.29M	1.4%	$39.01	0.0%	Put	35671D857
CRH	CRH PLC	187,251	$10.25M	1.4%	$54.36	0.0%	ORD	G25508105
TTD	THE TRADE DESK INC	126,992	$9.924M	1.4%	$67.67	+19.5%	COM CL A	88339J105
ARMK	ARAMARK	283,731	$9.845M	1.4%	$27.19	0.0%	COM	03852U106
GE	GENERAL ELECTRIC CO	88,196	$9.75M	1.4%	$81.62	+8.6%	COM NEW	369604301
EMR	EMERSON ELEC CO	100,956	$9.749M	1.4%	$91.16	0.0%	COM	291011104
TMO	THERMO FISHER SCIENTIFIC INC	18,420	$9.324M	1.3%	$532.58	-0.7%	COM	883556102
FDX	FEDEX CORP	34,720	$9.198M	1.3%	$240.10	+2.8%	COM	31428X106
OIH	VANECK ETF TRUST	25,560	$8.819M	1.2%	$305.51	—	OIL SERVICES ETF	92189H607
APO	APOLLO GLOBAL MGMT INC	92,567	$8.309M	1.2%	$81.05	0.0%	COM	03769M106
JNJ	JOHNSON & JOHNSON	51,812	$8.07M	1.1%	$148.80	+3.0%	COM	478160104
XPO	XPO INC	107,325	$8.013M	1.1%	$69.02	0.0%	COM	983793100
—	KELLANOVA	134,311	$7.993M	1.1%	$55.95	-1.9%	COM	487836108
XOP	SPDR SER TR	53,993	$7.986M	1.1%	$128.72	—	S&P OILGAS EXP	78468R556
IYR	ISHARES TR	100,580	$7.859M	1.1%	$79.39	—	U.S. REAL ES ETF	464287739
MU	MICRON TECHNOLOGY INC	114,294	$7.775M	1.1%	$65.88	+0.6%	COM	595112103
CDNS	CADENCE DESIGN SYSTEM INC	31,171	$7.303M	1.0%	$234.06	0.0%	COM	127387108
ADI	ANALOG DEVICES INC	41,474	$7.262M	1.0%	$176.96	0.0%	COM	032654105
HUBB	HUBBELL INC	22,430	$7.03M	1.0%	$308.42	0.0%	COM	443510607
CSX	CSX CORP	227,364	$6.991M	1.0%	$30.58	0.0%	COM	126408103
LII	LENNOX INTL INC	18,614	$6.97M	1.0%	$352.69	0.0%	COM	526107107
TT	TRANE TECHNOLOGIES PLC	34,079	$6.915M	1.0%	$195.76	0.0%	SHS	G8994E103
SNPS	SYNOPSYS INC	14,909	$6.843M	0.9%	$447.51	0.0%	COM	871607107
KIE	SPDR SER TR	160,029	$6.808M	0.9%	$42.54	—	S&P INS ETF	78464A789
NXE	NEXGEN ENERGY LTD	1,101,052	$6.593M	0.9%	$5.18	0.0%	COM	65340P106
ODFL	OLD DOMINION FREIGHT LINE IN	16,000	$6.546M	0.9%	$199.48	0.0%	COM	679580100
FLS	FLOWSERVE CORP	161,103	$6.407M	0.9%	$37.06	0.0%	COM	34354P105
FDN	FIRST TR EXCHANGE-TRADED FD	38,448	$6.137M	0.9%	$159.61	—	DJ INTERNT IDX	33733E302
PH	PARKER-HANNIFIN CORP	15,600	$6.077M	0.8%	$391.41	0.0%	COM	701094104
IQV	IQVIA HLDGS INC	30,770	$6.054M	0.8%	$207.21	+4.8%	COM	46266C105
OC	OWENS CORNING NEW	44,141	$6.021M	0.8%	$135.59	+1.3%	COM	690742101
GD	GENERAL DYNAMICS CORP	27,241	$6.019M	0.8%	$211.15	0.0%	COM	369550108
HON	HONEYWELL INTL INC	32,279	$5.963M	0.8%	$173.86	0.0%	COM	438516106
NVT	NVENT ELECTRIC PLC	112,175	$5.944M	0.8%	$52.43	0.0%	SHS	G6700G107
VC	VISTEON CORP	42,364	$5.849M	0.8%	$144.53	-0.8%	COM NEW	92839U206
SYK	STRYKER CORPORATION	21,364	$5.838M	0.8%	$280.62	-0.2%	COM	863667101
MSFT	MICROSOFT CORP	17,421	$5.501M	0.8%	$290.11	+11.9%	COM	594918104
QCOM	QUALCOMM INC	48,072	$5.339M	0.7%	$110.33	-0.3%	COM	747525103
—	APTIV PLC	53,298	$5.255M	0.7%	$98.79	—	SHS	G6095L109
MU	MICRON TECHNOLOGY INC	82,600	$5.007M	0.7%	$65.88	+0.6%	Call	595112103
HLT	HILTON WORLDWIDE HLDGS INC	32,537	$4.886M	0.7%	$150.05	0.0%	COM	43300A203
BP	BP PLC	124,137	$4.807M	0.7%	$38.72	—	SPONSORED ADR	055622104
IBN	ICICI BANK LIMITED	204,279	$4.723M	0.7%	$21.89	—	ADR	45104G104
AMX	AMERICA MOVIL SAB DE CV	266,365	$4.613M	0.6%	$17.32	—	SPON ADS RP CL B	02390A101
EG	EVEREST GROUP LTD	12,200	$4.535M	0.6%	$348.32	+0.2%	COM	G3223R108
GOOGL	ALPHABET INC	33,817	$4.425M	0.6%	$126.43	+1.6%	CAP STK CL A	02079K305
BCE	BCE INC	109,505	$4.18M	0.6%	$34.62	0.0%	COM NEW	05534B760
ADSK	AUTODESK INC	19,632	$4.062M	0.6%	$204.44	+2.8%	COM	052769106
QRVO	QORVO INC	41,090	$3.923M	0.5%	$95.99	+6.4%	COM	74736K101
LAUR	LAUREATE EDUCATION INC	274,092	$3.865M	0.5%	$11.99	+12.0%	COMMON STOCK	518613203
T	AT&T INC	254,646	$3.825M	0.5%	$13.77	-5.9%	COM	00206R102
TSM	TAIWAN SEMICONDUCTOR MFG LTD	42,781	$3.718M	0.5%	$98.07	—	SPONSORED ADS	874039100
GT	GOODYEAR TIRE & RUBR CO	298,726	$3.713M	0.5%	$13.59	0.0%	COM	382550101
REM	ISHARES TR	163,730	$3.658M	0.5%	$22.34	—	MORTGE REL ETF	46435G342
NBIS	YANDEX N V	176,554	$3.654M	0.5%	$24.93	—	SHS CLASS A	N97284108
OMC	OMNICOM GROUP INC	47,108	$3.509M	0.5%	$75.86	0.0%	COM	681919106
IE	IVANHOE ELECTRIC INC	293,162	$3.489M	0.5%	$15.01	0.0%	COM	46578C108
CPB	CAMPBELL SOUP CO	80,836	$3.321M	0.5%	$41.18	-2.5%	COM	134429109
ARKW	ARK ETF TR	58,770	$3.183M	0.4%	$58.61	—	NEXT GNRTN INTER	00214Q401
PAGS	PAGSEGURO DIGITAL LTD	353,734	$3.046M	0.4%	$9.91	-5.1%	COM CL A	G68707101
ADBE	ADOBE INC	5,967	$3.043M	0.4%	$504.98	+3.9%	COM	00724F101
CSCO	CISCO SYS INC	56,576	$3.042M	0.4%	$45.10	+11.5%	COM	17275R102
—	JUNIPER NETWORKS INC	102,563	$2.85M	0.4%	$27.79	—	COM	48203R104
AMZN	AMAZON COM INC	21,475	$2.73M	0.4%	$96.91	+38.3%	COM	023135106
XLF	SELECT SECTOR SPDR TR	81,933	$2.718M	0.4%	$33.71	—	FINANCIAL	81369Y605
HPQ	HP INC	102,991	$2.647M	0.4%	$27.83	+0.5%	COM	40434L105
KKR	KKR & CO INC	42,340	$2.608M	0.4%	$59.78	0.0%	COM	48251W104
AMKR	AMKOR TECHNOLOGY INC	115,098	$2.601M	0.4%	$23.85	+5.7%	COM	031652100
XLV	SELECT SECTOR SPDR TR	20,190	$2.599M	0.4%	$131.13	—	SBI HEALTHCARE	81369Y209
MCHP	MICROCHIP TECHNOLOGY INC.	33,216	$2.593M	0.4%	$78.72	0.0%	COM	595017104
—	ACTIVISION BLIZZARD INC	26,660	$2.496M	0.3%	$93.63	—	COM	00507V109
D	DOMINION ENERGY INC	54,780	$2.447M	0.3%	$44.04	0.0%	COM	25746U109
ROST	ROSS STORES INC	21,318	$2.408M	0.3%	$102.18	+9.4%	COM	778296103
ENB	ENBRIDGE INC	72,276	$2.399M	0.3%	$30.73	-1.1%	COM	29250N105
ARES	ARES MANAGEMENT CORPORATION	23,152	$2.382M	0.3%	$80.33	+17.9%	CL A COM STK	03990B101
CG	CARLYLE GROUP INC	77,993	$2.352M	0.3%	$29.72	0.0%	COM	14316J108
EIX	EDISON INTL	36,899	$2.335M	0.3%	$62.39	0.0%	COM	281020107
VICI	VICI PPTYS INC	79,733	$2.32M	0.3%	$27.02	0.0%	COM	925652109
SITM	SITIME CORP	20,280	$2.317M	0.3%	$115.72	+6.5%	COM	82982T106
AMP	AMERIPRISE FINL INC	6,894	$2.273M	0.3%	$330.58	0.0%	COM	03076C106
ELV	ELEVANCE HEALTH INC	5,152	$2.243M	0.3%	$439.11	-0.6%	COM	036752103
TXN	TEXAS INSTRS INC	13,921	$2.214M	0.3%	$159.07	-0.1%	COM	882508104
IT	GARTNER INC	6,379	$2.192M	0.3%	$348.82	0.0%	COM	366651107
PPG	PPG INDS INC	16,681	$2.165M	0.3%	$133.03	0.0%	COM	693506107
—	TE CONNECTIVITY LTD	17,430	$2.153M	0.3%	$123.53	—	SHS	H84989104
UPS	UNITED PARCEL SERVICE INC	13,780	$2.148M	0.3%	$152.65	-0.7%	CL B	911312106
DHI	D R HORTON INC	19,871	$2.136M	0.3%	$106.86	+9.5%	COM	23331A109
CBOE	CBOE GLOBAL MKTS INC	13,591	$2.123M	0.3%	$143.77	0.0%	COM	12503M108
EXPD	EXPEDITORS INTL WASH INC	18,480	$2.118M	0.3%	$114.66	+0.6%	COM	302130109
BN	BROOKFIELD CORP	66,848	$2.09M	0.3%	$22.16	0.0%	CL A LTD VT SH	11271J107
WEC	WEC ENERGY GROUP INC	25,868	$2.084M	0.3%	$79.74	0.0%	COM	92939U106
MDLZ	MONDELEZ INTL INC	30,010	$2.083M	0.3%	$67.21	0.0%	CL A	609207105
ONTO	ONTO INNOVATION INC	15,886	$2.026M	0.3%	$118.86	0.0%	COM	683344105
XEL	XCEL ENERGY INC	34,960	$2M	0.3%	$57.21	-3.5%	COM	98389B100
AMD	ADVANCED MICRO DEVICES INC	19,171	$1.971M	0.3%	$108.55	0.0%	COM	007903107
LVS	LAS VEGAS SANDS CORP	42,236	$1.936M	0.3%	$52.02	-0.6%	COM	517834107
XHB	SPDR SER TR	24,960	$1.911M	0.3%	$76.57	—	S&P HOMEBUILD	78464A888
AEE	AMEREN CORP	25,044	$1.874M	0.3%	$75.48	0.0%	COM	023608102
CPT	CAMDEN PPTY TR	19,557	$1.85M	0.3%	$98.68	-2.1%	SH BEN INT	133131102
WMB	WILLIAMS COS INC	52,675	$1.775M	0.2%	$30.87	0.0%	COM	969457100
LNT	ALLIANT ENERGY CORP	36,291	$1.758M	0.2%	$47.84	0.0%	COM	018802108
SPY	SPDR S&P 500 ETF TR	3,950	$1.689M	0.2%	$427.48	—	TR UNIT	78462F103
AFYA	AFYA LTD	106,702	$1.686M	0.2%	$15.20	0.0%	CL A COM	G01125106
KO	COCA COLA CO	29,566	$1.655M	0.2%	$56.75	-1.8%	COM	191216100
VYX	NCR CORP NEW	60,678	$1.636M	0.2%	$17.02	0.0%	COM	62886E108
ARCO	ARCOS DORADOS HOLDINGS INC	170,263	$1.611M	0.2%	$7.14	+35.1%	SHS CLASS -A -	G0457F107
WDC	WESTERN DIGITAL CORP.	35,000	$1.597M	0.2%	$31.42	0.0%	Call	958102105
JBL	JABIL INC	12,477	$1.583M	0.2%	$87.51	+24.3%	COM	466313103
MGA	MAGNA INTL INC	28,729	$1.54M	0.2%	$53.18	0.0%	COM	559222401
FWONK	LIBERTY MEDIA CORP DEL	24,590	$1.532M	0.2%	$62.30	—	COM LBTY ONE S C	531229755
IFF	INTERNATIONAL FLAVORS&FRAGRA	22,054	$1.503M	0.2%	$105.81	-35.0%	COM	459506101
CUK	CARNIVAL PLC	120,971	$1.482M	0.2%	$12.25	—	ADR	14365C103
CLX	CLOROX CO DEL	11,159	$1.462M	0.2%	$139.91	0.0%	COM	189054109
MPWR	MONOLITHIC PWR SYS INC	3,163	$1.461M	0.2%	$501.94	0.0%	COM	609839105
—	INTERPUBLIC GROUP COS INC	50,072	$1.435M	0.2%	$30.28	0.0%	COM	460690100
TRGP	TARGA RES CORP	16,666	$1.429M	0.2%	$78.65	0.0%	COM	87612G101
CRSR	CORSAIR GAMING INC	97,782	$1.421M	0.2%	$16.09	0.0%	COM	22041X102
MS	MORGAN STANLEY	17,078	$1.395M	0.2%	$81.03	-0.9%	COM NEW	617446448
PAGP	PLAINS GP HLDGS L P	85,537	$1.379M	0.2%	$16.12	—	LTD PARTNR INT A	72651A207
CF	CF INDS HLDGS INC	15,733	$1.349M	0.2%	$74.67	0.0%	COM	125269100
TRP	TC ENERGY CORP	38,670	$1.331M	0.2%	$32.74	0.0%	COM	87807B107
BRO	BROWN & BROWN INC	18,701	$1.306M	0.2%	$70.26	0.0%	COM	115236101
XLB	SELECT SECTOR SPDR TR	16,522	$1.298M	0.2%	$78.55	—	SBI MATERIALS	81369Y100
WAL	WESTERN ALLIANCE BANCORP	27,676	$1.272M	0.2%	$32.52	+37.5%	COM	957638109
AEP	AMERICAN ELEC PWR CO INC	16,805	$1.264M	0.2%	$79.95	-7.0%	COM	025537101
BYD	BOYD GAMING CORP	19,720	$1.2M	0.2%	$64.96	0.0%	COM	103304101
CNH	CNH INDL N V	98,774	$1.195M	0.2%	$13.05	0.0%	SHS	N20944109
XLE	SELECT SECTOR SPDR TR	13,004	$1.175M	0.2%	$90.39	—	ENERGY	81369Y506
HRL	HORMEL FOODS CORP	30,614	$1.164M	0.2%	$36.16	0.0%	COM	440452100
CL	COLGATE PALMOLIVE CO	15,852	$1.127M	0.2%	$72.91	-2.8%	COM	194162103
MGM	MGM RESORTS INTERNATIONAL	30,419	$1.118M	0.2%	$43.94	+0.6%	COM	552953101
XP	XP INC	48,124	$1.109M	0.2%	$16.97	+47.7%	CL A	G98239109
MCD	MCDONALDS CORP	4,203	$1.107M	0.2%	$272.57	-1.1%	COM	580135101
CUBE	CUBESMART	28,714	$1.095M	0.2%	$40.56	—	COM	229663109
LW	LAMB WESTON HLDGS INC	11,786	$1.09M	0.2%	$95.34	+1.3%	COM	513272104
GM	GENERAL MTRS CO	31,959	$1.054M	0.1%	$35.18	-1.5%	COM	37045V100
COST	COSTCO WHSL CORP NEW	1,817	$1.027M	0.1%	$475.13	+12.0%	COM	22160K105
GNTX	GENTEX CORP	31,175	$1.014M	0.1%	$32.06	0.0%	COM	371901109
DTM	DT MIDSTREAM INC	18,941	$1.002M	0.1%	$47.45	0.0%	COMMON STOCK	23345M107
KMI	KINDER MORGAN INC DEL	60,434	$1.002M	0.1%	$14.79	+3.2%	COM	49456B101
EVRG	EVERGY INC	19,710	$999K	0.1%	$51.21	0.0%	COM	30034W106
XLP	SELECT SECTOR SPDR TR	14,490	$997K	0.1%	$74.17	—	SBI CONS STPLS	81369Y308
META	META PLATFORMS INC	3,300	$991K	0.1%	$226.37	+32.2%	CL A	30303M102
CHDN	CHURCHILL DOWNS INC	8,414	$976K	0.1%	$122.52	0.0%	COM	171484108
SRE	SEMPRA	14,162	$963K	0.1%	$66.60	+0.0%	COM	816851109
INTC	INTEL CORP	26,898	$956K	0.1%	$33.98	+0.7%	COM	458140100
NI	NISOURCE INC	38,686	$955K	0.1%	$25.04	0.0%	COM	65473P105
PPL	PPL CORP	40,079	$944K	0.1%	$23.80	0.0%	COM	69351T106
AN	AUTONATION INC	6,069	$919K	0.1%	$159.53	0.0%	COM	05329W102
TTWO	TAKE-TWO INTERACTIVE SOFTWAR	6,422	$902K	0.1%	$143.94	0.0%	COM	874054109
SAIC	SCIENCE APPLICATIONS INTL CO	8,490	$896K	0.1%	$115.15	0.0%	COM	808625107
OGS	ONE GAS INC	13,107	$895K	0.1%	$79.64	-5.1%	COM	68235P108
KGC	KINROSS GOLD CORP	195,240	$890K	0.1%	$4.90	0.0%	COM	496902404
CZR	CAESARS ENTERTAINMENT INC NE	19,080	$884K	0.1%	$53.13	0.0%	COM	12769G100
GPN	GLOBAL PMTS INC	7,579	$875K	0.1%	$100.11	+16.0%	COM	37940X102
V	VISA INC	3,759	$865K	0.1%	$222.02	+6.4%	COM CL A	92826C839
BABA	ALIBABA GROUP HLDG LTD	9,900	$859K	0.1%	$86.74	—	SPONSORED ADS	01609W102
BKR	BAKER HUGHES COMPANY	24,189	$854K	0.1%	$33.53	0.0%	CL A	05722G100
—	OLO INC	139,481	$845K	0.1%	$6.06	—	CL A	68134L109
ATO	ATMOS ENERGY CORP	7,930	$840K	0.1%	$110.00	0.0%	COM	049560105
MAR	MARRIOTT INTL INC NEW	4,254	$836K	0.1%	$168.95	+14.9%	CL A	571903202
BBY	BEST BUY INC	11,961	$831K	0.1%	$68.67	0.0%	COM	086516101
ORLY	OREILLY AUTOMOTIVE INC	911	$828K	0.1%	$61.07	+2.7%	COM	67103H107
POWI	POWER INTEGRATIONS INC	10,689	$816K	0.1%	$80.51	+2.7%	COM	739276103
XRAY	DENTSPLY SIRONA INC	23,465	$802K	0.1%	$38.03	0.0%	COM	24906P109
CAG	CONAGRA BRANDS INC	29,112	$798K	0.1%	$31.39	-13.7%	COM	205887102
CNM	CORE & MAIN INC	27,501	$793K	0.1%	$30.86	0.0%	CL A	21874C102
WM	WASTE MGMT INC DEL	5,180	$790K	0.1%	$156.74	-0.5%	COM	94106L109
FERG1GBX	FERGUSON PLC NEW	4,768	$784K	0.1%	$164.47	—	SHS	G3421J106
LEA	LEAR CORP	5,838	$783K	0.1%	$135.36	0.0%	COM NEW	521865204
ERIE	ERIE INDTY CO	2,660	$781K	0.1%	$214.90	+16.5%	CL A	29530P102
SUN	SUNOCO LP/SUNOCO FIN CORP	15,868	$777K	0.1%	$48.95	—	COM UT REP LP	86765K109
TAC	TRANSALTA CORP	88,685	$773K	0.1%	$9.71	0.0%	COM	89346D107
—	SUPER MICRO COMPUTER INC	2,784	$763K	0.1%	$249.25	—	COM	86800U104
LAD	LITHIA MTRS INC	2,565	$758K	0.1%	$304.77	0.0%	COM	536797103
STZ	CONSTELLATION BRANDS INC	2,981	$749K	0.1%	$235.95	+5.6%	CL A	21036P108
LYB	LYONDELLBASELL INDUSTRIES N	7,784	$737K	0.1%	$75.96	+6.7%	SHS - A -	N53745100
EQT	EQT CORP	18,108	$735K	0.1%	$37.94	+5.4%	COM	26884L109
AMGN	AMGEN INC	2,700	$726K	0.1%	$231.86	0.0%	COM	031162100
USAC	USA COMPRESSION PARTNERS LP	30,282	$723K	0.1%	$23.86	—	COMUNIT LTDPAR	90290N109
MRSH	MARSH & MCLENNAN COS INC	3,779	$719K	0.1%	$171.19	+7.8%	COM	571748102
FNV	FRANCO NEV CORP	5,250	$701K	0.1%	$138.25	0.0%	COM	351858105
EBAY	EBAY INC.	15,681	$691K	0.1%	$42.46	+0.5%	COM	278642103
NEE	NEXTERA ENERGY INC	12,031	$689K	0.1%	$64.42	0.0%	COM	65339F101
LSTR	LANDSTAR SYS INC	3,888	$688K	0.1%	$176.94	—	COM	515098101
UNP	UNION PAC CORP	3,330	$678K	0.1%	$187.00	+10.2%	COM	907818108
RPRX	ROYALTY PHARMA PLC	24,452	$664K	0.1%	$29.70	0.0%	SHS CLASS A	G7709Q104
STE	STERIS PLC	3,015	$662K	0.1%	$195.42	+13.3%	SHS USD	G8473T100
HTZ	HERTZ GLOBAL HLDGS INC	53,845	$660K	0.1%	$16.72	0.0%	COM NEW	42806J700
TPR	TAPESTRY INC	22,668	$652K	0.1%	$38.73	-11.4%	COM	876030107
KNX	KNIGHT-SWIFT TRANSN HLDGS IN	12,816	$643K	0.1%	$53.84	-0.2%	CL A	499049104
NKE	NIKE INC	6,636	$635K	0.1%	$98.24	0.0%	CL B	654106103
FAST	FASTENAL CO	11,437	$625K	0.1%	$26.34	+1.8%	COM	311900104
SO	SOUTHERN CO	9,654	$625K	0.1%	$63.78	0.0%	COM	842587107
NVDA	NVIDIA CORPORATION	1,435	$624K	0.1%	$22.71	+97.1%	COM	67066G104
EXP	EAGLE MATLS INC	3,748	$624K	0.1%	$179.72	0.0%	COM	26969P108
SBAC	SBA COMMUNICATIONS CORP NEW	3,068	$614K	0.1%	$217.50	-2.2%	CL A	78410G104
NFG	NATIONAL FUEL GAS CO	11,784	$612K	0.1%	$55.51	-5.1%	COM	636180101
NOC	NORTHROP GRUMMAN CORP	1,380	$607K	0.1%	$409.48	+3.0%	COM	666807102
RY	ROYAL BK CDA	6,943	$607K	0.1%	$96.22	-3.3%	COM	780087102
DINO	HF SINCLAIR CORP	10,429	$594K	0.1%	$49.10	0.0%	COM	403949100
HAS	HASBRO INC	8,795	$582K	0.1%	$52.00	+14.6%	COM	418056107
FXI	ISHARES TR	3,300	$578K	0.1%	—	—	Call	464287184
GPC	GENUINE PARTS CO	3,906	$564K	0.1%	$144.49	0.0%	COM	372460105
POR	PORTLAND GEN ELEC CO	13,876	$562K	0.1%	$41.89	-3.4%	COM NEW	736508847
RSG	REPUBLIC SVCS INC	3,941	$562K	0.1%	$144.29	0.0%	COM	760759100
A	AGILENT TECHNOLOGIES INC	4,944	$553K	0.1%	$117.82	0.0%	COM	00846U101
AMT	AMERICAN TOWER CORP NEW	3,263	$537K	0.1%	$167.65	0.0%	COM	03027X100
WYNN	WYNN RESORTS LTD	5,800	$536K	0.1%	$88.63	+10.4%	COM	983134107
ARM	ARM HOLDINGS PLC	10,000	$535K	0.1%	$53.52	—	SPONSORED ADR	042068205
INVH	INVITATION HOMES INC	16,619	$527K	0.1%	$29.64	+5.9%	COM	46187W107
JLL	JONES LANG LASALLE INC	3,532	$499K	0.1%	$163.31	0.0%	COM	48020Q107
AES	AES CORP	32,700	$497K	0.1%	$17.00	0.0%	COM	00130H105
MOS	MOSAIC CO NEW	13,959	$497K	0.1%	$35.81	-0.1%	COM	61945C103
NWSA	NEWS CORP NEW	24,703	$496K	0.1%	$19.91	0.0%	CL A	65249B109
MKSI	MKS INSTRS INC	5,704	$494K	0.1%	$95.58	0.0%	COM	55306N104
BLMN	BLOOMIN BRANDS INC	19,936	$490K	0.1%	$23.55	0.0%	COM	094235108
FOXA	FOX CORP	15,598	$487K	0.1%	$31.70	+0.6%	CL A COM	35137L105
EGP	EASTGROUP PPTYS INC	2,894	$482K	0.1%	$166.53	—	COM	277276101
PWR	QUANTA SVCS INC	2,555	$478K	0.1%	$199.88	0.0%	COM	74762E102
AAPL	APPLE INC	2,791	$478K	0.1%	$155.93	+16.3%	COM	037833100
TDG	TRANSDIGM GROUP INC	563	$475K	0.1%	$749.90	0.0%	COM	893641100
JEF	JEFFERIES FINL GROUP INC	12,827	$470K	0.1%	$33.34	0.0%	COM	47233W109
NE	NOBLE CORP PLC	9,216	$467K	0.1%	$44.62	0.0%	ORD SHS A	G65431127
AGI	ALAMOS GOLD INC NEW	40,880	$461K	0.1%	$11.90	0.0%	COM CL A	011532108
COP	CONOCOPHILLIPS	3,802	$455K	0.1%	$98.48	+9.6%	COM	20825C104
OKE	ONEOK INC NEW	7,066	$448K	0.1%	$54.43	+6.5%	COM	682680103
CTRA	COTERRA ENERGY INC	16,127	$436K	0.1%	$25.21	0.0%	COM	127097103
KRC	KILROY RLTY CORP	13,688	$433K	0.1%	$30.09	—	COM	49427F108
SUPV	GRUPO SUPERVIELLE S.A.	194,248	$431K	0.1%	$3.11	—	SPONSORED ADR	40054A108
ORI	OLD REP INTL CORP	15,929	$429K	0.1%	$22.33	0.0%	COM	680223104
VOYA	VOYA FINANCIAL INC	6,393	$425K	0.1%	$67.45	-0.4%	COM	929089100
JKHY	HENRY JACK & ASSOC INC	2,801	$423K	0.1%	$156.28	0.0%	COM	426281101
CVX	CHEVRON CORP NEW	2,500	$422K	0.1%	$143.24	+1.8%	COM	166764100
RHP	RYMAN HOSPITALITY PPTYS INC	5,055	$421K	0.1%	$83.28	—	COM	78377T107
XIFR	NEXTERA ENERGY PARTNERS LP	14,009	$416K	0.1%	$50.66	0.0%	COM UNIT PART IN	65341B106
WAB	WABTEC	3,909	$415K	0.1%	$102.74	+7.1%	COM	929740108
STRA	STRATEGIC ED INC	5,493	$413K	0.1%	$69.00	0.0%	COM	86272C103
LKQ	LKQ CORP	8,306	$411K	0.1%	$49.84	0.0%	COM	501889208
ROIV	ROIVANT SCIENCES LTD	34,583	$404K	0.1%	$8.36	+35.3%	SHS	G76279101
WLY	WILEY JOHN & SONS INC	10,854	$403K	0.1%	$32.40	0.0%	CL A	968223206
HELE	HELEN OF TROY LTD	3,443	$401K	0.1%	$124.52	0.0%	COM	G4388N106
—	VISTA OUTDOOR INC	12,006	$398K	0.1%	$33.12	—	COM	928377100
PBA	PEMBINA PIPELINE CORP	13,210	$397K	0.1%	$28.25	-2.0%	COM	706327103
—	ANSYS INC	1,321	$393K	0.1%	$297.55	—	COM	03662Q105
BEN	FRANKLIN RESOURCES INC	15,725	$387K	0.1%	$23.60	0.0%	COM	354613101
AR	ANTERO RESOURCES CORP	15,132	$384K	0.1%	$25.80	0.0%	COM	03674X106
TREX	TREX CO INC	6,186	$381K	0.1%	$68.61	0.0%	COM	89531P105
SYF	SYNCHRONY FINANCIAL	12,397	$379K	0.1%	$31.63	0.0%	COM	87165B103
EOG	EOG RES INC	2,961	$375K	0.1%	$117.17	0.0%	COM	26875P101
COLD	AMERICOLD REALTY TRUST INC	12,325	$375K	0.1%	$30.41	—	COM	03064D108
JHG	JANUS HENDERSON GROUP PLC	14,155	$366K	0.1%	$27.35	0.0%	ORD SHS	G4474Y214
ULTA	ULTA BEAUTY INC	907	$362K	0.1%	$437.16	0.0%	COM	90384S303
UAA	UNDER ARMOUR INC	51,553	$353K	0.0%	$7.80	-3.5%	CL A	904311107
HUN	HUNTSMAN CORP	14,327	$350K	0.0%	$27.11	0.0%	COM	447011107
SAIA	SAIA INC	873	$348K	0.0%	$281.32	+43.4%	COM	78709Y105
RH	RH	1,285	$340K	0.0%	$347.67	0.0%	COM	74967X103
VIST	VISTA ENERGY S.A.B. DE C.V.	11,062	$336K	0.0%	$21.58	—	SPONSORED ADS	92837L109
CHH	CHOICE HOTELS INTL INC	2,722	$333K	0.0%	$122.82	0.0%	COM	169905106
VRTX	VERTEX PHARMACEUTICALS INC	946	$329K	0.0%	$336.94	+3.8%	COM	92532F100
NSA	NATIONAL STORAGE AFFILIATES	10,323	$328K	0.0%	$34.83	—	COM SHS BEN IN	637870106
MBLY	MOBILEYE GLOBAL INC	7,806	$324K	0.0%	$38.46	0.0%	COMMON CLASS A	60741F104
SKY	SKYLINE CHAMPION CORPORATION	5,046	$322K	0.0%	$67.94	-1.2%	COM	830830105
EXTR	EXTREME NETWORKS	13,271	$321K	0.0%	$27.06	0.0%	COM	30226D106
SMR	NUSCALE PWR CORP	65,093	$319K	0.0%	$6.59	0.0%	CL A COM	67079K100
ORCL	ORACLE CORP	3,004	$318K	0.0%	$84.79	+33.0%	COM	68389X105
—	CHAMPIONX CORPORATION	8,911	$317K	0.0%	$35.62	—	COM	15872M104
CLVT	CLARIVATE PLC	47,160	$316K	0.0%	$7.97	0.0%	ORD SHS	G21810109
FRT	FEDERAL RLTY INVT TR NEW	3,461	$314K	0.0%	$88.55	0.0%	SH BEN INT NEW	313745101
XLY	SELECT SECTOR SPDR TR	1,900	$306K	0.0%	$160.98	—	SBI CONS DISCR	81369Y407
PRGO	PERRIGO CO PLC	9,567	$306K	0.0%	$35.20	0.0%	SHS	G97822103
WCC	WESCO INTL INC	2,116	$304K	0.0%	$157.78	0.0%	COM	95082P105
FIX	COMFORT SYS USA INC	1,774	$302K	0.0%	$173.94	0.0%	COM	199908104
SR	SPIRE INC	5,320	$301K	0.0%	$56.58	—	COM	84857L101
PG	PROCTER AND GAMBLE CO	2,043	$298K	0.0%	$140.59	+2.5%	COM	742718109
OXY	OCCIDENTAL PETE CORP	4,548	$295K	0.0%	$60.27	0.0%	COM	674599105
WOR	WORTHINGTON INDS INC	4,661	$288K	0.0%	$43.95	0.0%	COM	981811102
MQ	MARQETA INC	48,177	$288K	0.0%	$5.67	0.0%	CLASS A COM	57142B104
SBUX	STARBUCKS CORP	3,127	$285K	0.0%	$97.06	-4.7%	COM	855244109
CC	CHEMOURS CO	10,107	$284K	0.0%	$31.21	0.0%	COM	163851108
ASO	ACADEMY SPORTS & OUTDOORS IN	5,947	$281K	0.0%	$52.42	0.0%	COM	00402L107
HIW	HIGHWOODS PPTYS INC	13,631	$281K	0.0%	$20.61	—	COM	431284108
CRK	COMSTOCK RES INC	25,199	$278K	0.0%	$11.55	0.0%	COM	205768302
DLO	DLOCAL LTD	14,292	$274K	0.0%	$16.23	0.0%	CLASS A COM	G29018101
TRV	TRAVELERS COMPANIES INC	1,652	$270K	0.0%	$169.47	-5.7%	COM	89417E109
—	HASHICORP INC	11,787	$269K	0.0%	$22.83	—	COM CL A	418100103
SLB	SCHLUMBERGER LTD	4,573	$267K	0.0%	$54.41	0.0%	COM STK	806857108
—	PIONEER NAT RES CO	1,157	$266K	0.0%	$207.18	—	COM	723787107
AXP	AMERICAN EXPRESS CO	1,728	$258K	0.0%	$158.88	0.0%	COM	025816109
BWA	BORGWARNER INC	6,372	$257K	0.0%	$39.70	+3.2%	COM	099724106
IP	INTERNATIONAL PAPER CO	7,251	$257K	0.0%	$30.68	0.0%	COM	460146103
CTVA	CORTEVA INC	5,011	$256K	0.0%	$51.53	0.0%	COM	22052L104
O	REALTY INCOME CORP	5,109	$255K	0.0%	$50.15	0.0%	COM	756109104
FUL	FULLER H B CO	3,700	$254K	0.0%	$68.23	0.0%	COM	359694106
—	LAM RESEARCH CORP	405	$254K	0.0%	$626.48	—	COM	512807108
ADNT	ADIENT PLC	6,909	$254K	0.0%	$39.86	0.0%	ORD SHS	G0084W101
CMS	CMS ENERGY CORP	4,733	$251K	0.0%	$57.78	-7.0%	COM	125896100
UPBD	UPBOUND GROUP INC	8,500	$250K	0.0%	$31.19	0.0%	COM	76009N100
HD	HOME DEPOT INC	826	$250K	0.0%	$277.93	+9.0%	COM	437076102
NTR	NUTRIEN LTD	4,041	$250K	0.0%	$58.29	0.0%	COM	67077M108
BNS	BANK NOVA SCOTIA HALIFAX	5,564	$249K	0.0%	$42.30	0.0%	COM	064149107
CI	THE CIGNA GROUP	872	$249K	0.0%	$272.79	0.0%	COM	125523100
WCN	WASTE CONNECTIONS INC	1,854	$249K	0.0%	$127.35	+8.2%	COM	94106B101
SWK	STANLEY BLACK & DECKER INC	2,978	$249K	0.0%	$84.15	0.0%	COM	854502101
QSR	RESTAURANT BRANDS INTL INC	3,736	$249K	0.0%	$72.20	-0.5%	COM	76131D103
CP	CANADIAN PACIFIC KANSAS CITY	3,344	$249K	0.0%	$78.01	0.0%	COM	13646K108
MUSA	MURPHY USA INC	728	$249K	0.0%	$314.19	0.0%	COM	626755102
CAH	CARDINAL HEALTH INC	2,863	$249K	0.0%	$80.59	+7.6%	COM	14149Y108
EXE	CHESAPEAKE ENERGY CORP	2,869	$247K	0.0%	$73.57	+7.5%	COM	165167735
—	BLACKROCK INC	381	$246K	0.0%	$646.49	—	COM	09247X101
SGRY	SURGERY PARTNERS INC	8,260	$242K	0.0%	$35.95	0.0%	COM	86881A100
CWST	CASELLA WASTE SYS INC	3,164	$241K	0.0%	$81.96	0.0%	CL A	147448104
AAL	AMERICAN AIRLS GROUP INC	18,775	$241K	0.0%	$14.66	+5.9%	COM	02376R102
MIDD	MIDDLEBY CORP	1,874	$240K	0.0%	$142.09	0.0%	COM	596278101
MHK	MOHAWK INDS INC	2,791	$240K	0.0%	$100.72	0.0%	COM	608190104
ON	ON SEMICONDUCTOR CORP	2,563	$238K	0.0%	$82.71	+17.4%	COM	682189105
BF/B	BROWN FORMAN CORP	4,126	$238K	0.0%	$62.97	0.0%	CL B	115637209
PYPL	PAYPAL HLDGS INC	4,033	$236K	0.0%	$64.97	0.0%	COM	70450Y103
MMM	3M CO	2,478	$232K	0.0%	$79.56	0.0%	COM	88579Y101
MAS	MASCO CORP	4,319	$231K	0.0%	$55.30	0.0%	COM	574599106
IR	INGERSOLL RAND INC	3,572	$228K	0.0%	$58.97	+12.6%	COM	45687V106
ROK	ROCKWELL AUTOMATION INC	791	$226K	0.0%	$296.68	0.0%	COM	773903109
ACLS	AXCELIS TECHNOLOGIES INC	1,377	$225K	0.0%	$175.88	0.0%	COM NEW	054540208
SNAP	SNAP INC	25,170	$224K	0.0%	$10.45	0.0%	CL A	83304A106
LMT	LOCKHEED MARTIN CORP	543	$222K	0.0%	$383.66	+8.2%	COM	539830109
RJF	RAYMOND JAMES FINL INC	2,209	$222K	0.0%	$102.14	0.0%	COM	754730109
AWR	AMER STATES WTR CO	2,727	$215K	0.0%	$80.59	0.0%	COM	029899101
MT	ARCELORMITTAL SA LUXEMBOURG	8,558	$214K	0.0%	$27.34	—	NY REGISTRY SH	03938L203
FSLR	FIRST SOLAR INC	1,308	$211K	0.0%	$186.58	0.0%	COM	336433107
INCY	INCYTE CORP	3,649	$211K	0.0%	$63.04	0.0%	COM	45337C102
DLTR	DOLLAR TREE INC	1,922	$205K	0.0%	$147.12	-8.9%	COM	256746108
J	JACOBS SOLUTIONS INC	1,481	$202K	0.0%	$105.59	0.0%	COM	46982L108
AME	AMETEK INC	1,355	$200K	0.0%	$143.53	+7.1%	COM	031100100
TDOC	TELADOC HEALTH INC	10,770	$200K	0.0%	$23.34	0.0%	COM	87918A105
M	MACYS INC	14,512	$168K	0.0%	$19.13	-26.7%	COM	55616P104
SLM	SLM CORP	11,450	$156K	0.0%	$15.22	-1.2%	COM	78442P106
GGB	GERDAU SA	32,565	$155K	0.0%	$4.77	—	SPON ADR REP PFD	373737105
PK	PARK HOTELS & RESORTS INC	10,839	$134K	0.0%	$12.63	—	COM	700517105
DCH	AMERICAN AXLE & MFG HLDGS IN	15,735	$114K	0.0%	$7.41	+8.5%	COM	024061103
—	GINKGO BIOWORKS HOLDINGS INC	51,989	$94,100	0.0%	$1.81	—	CL A SHS	37611X100
LOMA	LOMA NEGRA C I A S A MTN 14	10,726	$64,677	0.0%	$6.80	—	SPONSORED ADS	54150E104
FCX	FREEPORT-MCMORAN INC	553	$20,621	0.0%	$39.01	0.0%	CL B	35671D857
WDC	WESTERN DIGITAL CORP.	25	$1,141	0.0%	$31.42	0.0%	COM	958102105