Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
AAPL	APPLE INC	173,796	$22.58M	3.6%	$129.93 *	$108.70	+29.4%	COM	037833100
MSFT	MICROSOFT CORP	66,033	$15.84M	2.5%	$239.82 *	$184.51	+26.8%	COM	594918104
GOOGL	ALPHABET INC	99,914	$8.815M	1.4%	$88.23 *	$108.05	-12.7%	CAP STK CL A	02079K305
JNJ	JOHNSON & JOHNSON	46,519	$8.218M	1.3%	$176.65 *	$132.51	+18.5%	COM	478160104
KLAC	KLA CORP	19,478	$7.344M	1.2%	$377.02 *	$252.60	+33.8%	COM NEW	482480100
MRK	MERCK & CO INC	65,327	$7.248M	1.1%	$110.95 *	$65.89	+40.8%	COM	58933Y105
PG	PROCTER AND GAMBLE CO	47,523	$7.203M	1.1%	$151.56 *	$115.47	+12.4%	COM	742718109
CSGP	COSTAR GROUP INC	87,785	$6.784M	1.1%	$77.28	$80.83	-3.3%	COM	22160N109
GPC	GENUINE PARTS CO	36,676	$6.364M	1.0%	$173.51 *	$99.51	+59.9%	COM	372460105
V	VISA INC	28,883	$6.001M	0.9%	$207.76 *	$209.06	-5.8%	COM CL A	92826C839
—	ARISTA NETWORKS INC	45,951	$5.576M	0.9%	$121.35	$174.35	—	COM	040413106
CVX	CHEVRON CORP NEW	30,987	$5.562M	0.9%	$179.49 *	$108.62	+41.1%	COM	166764100
EXPD	EXPEDITORS INTL WASH INC	53,228	$5.531M	0.9%	$103.92 *	$95.54	+3.7%	COM	302130109
BDX	BECTON DICKINSON & CO	21,140	$5.376M	0.8%	$254.30 *	$228.91	-2.5%	COM	075887109
CTAS	CINTAS CORP	11,786	$5.323M	0.8%	$451.61 *	$71.97	+46.2%	COM	172908105
LOW	LOWES COS INC	26,063	$5.193M	0.8%	$199.24 *	$140.12	+34.3%	COM	548661107
GWW	GRAINGER W W INC	9,121	$5.074M	0.8%	$556.26	$372.00	+47.5%	COM	384802104
CMG	CHIPOTLE MEXICAN GRILL INC	3,592	$4.983M	0.8%	$1387.34 *	$27.91	+7.1%	COM	169656105
PLD	PROLOGIS INC.	42,021	$4.737M	0.7%	$112.73 *	$96.01	+4.4%	COM	74340W103
ALB	ALBEMARLE CORP	21,645	$4.694M	0.7%	$216.86 *	$157.87	+61.3%	COM	012653101
AZN	ASTRAZENECA PLC	68,647	$4.654M	0.7%	$67.80	$56.30	—	SPONSORED ADR	046353108
EMR	EMERSON ELEC CO	48,052	$4.616M	0.7%	$96.06 *	$72.50	+16.6%	COM	291011104
NUE	NUCOR CORP	35,002	$4.614M	0.7%	$131.81	$111.85	+15.9%	COM	670346105
ABBNY	ABB LTD	148,535	$4.524M	0.7%	$30.46	$24.76	—	SPONSORED ADR	000375204
NVDA	NVIDIA CORPORATION	30,526	$4.461M	0.7%	$146.14 *	$17.45	-16.1%	COM	67066G104
PEP	PEPSICO INC	24,543	$4.434M	0.7%	$180.66 *	$125.58	+28.1%	COM	713448108
XOM	EXXON MOBIL CORP	39,523	$4.359M	0.7%	$110.30 *	$65.97	+46.0%	COM	30231G102
ABT	ABBOTT LABS	39,099	$4.293M	0.7%	$109.79 *	$89.66	+8.9%	COM	002824100
KMB	KIMBERLY-CLARK CORP	31,322	$4.252M	0.7%	$135.75 *	$107.25	+5.1%	COM	494368103
META	META PLATFORMS INC	35,168	$4.232M	0.7%	$120.34 *	$177.24	-34.2%	CL A	30303M102
APD	AIR PRODS & CHEMS INC	13,718	$4.229M	0.7%	$308.25 *	$198.75	+30.6%	COM	009158106
AOS	SMITH A O CORP	72,246	$4.135M	0.7%	$57.24 *	$53.75	-1.7%	COM	831865209
DHR	DANAHER CORPORATION	15,540	$4.125M	0.7%	$265.42 *	$229.69	-0.7%	COM	235851102
AMAT	APPLIED MATLS INC	42,170	$4.106M	0.6%	$97.38 *	$80.97	+15.2%	COM	038222105
CCI	CROWN CASTLE INC	29,732	$4.033M	0.6%	$135.64 *	$133.13	-14.6%	COM	22822V101
ECL	ECOLAB INC	27,534	$4.008M	0.6%	$145.56 *	$165.09	-14.1%	COM	278865100
MDLZ	MONDELEZ INTL INC	58,639	$3.908M	0.6%	$66.65 *	$51.40	+12.8%	CL A	609207105
—	ANGLOGOLD ASHANTI LIMITED	198,258	$3.85M	0.6%	$19.42	$13.90	—	SPONSORED ADR	035128206
TSLA	TESLA INC	30,001	$3.696M	0.6%	$123.18 *	$228.07	-17.0%	COM	88160R101
PWR	QUANTA SVCS INC	25,467	$3.629M	0.6%	$142.50	$91.21	+55.0%	COM	74762E102
EW	EDWARDS LIFESCIENCES CORP	48,361	$3.608M	0.6%	$74.61 *	$83.75	-8.0%	COM	28176E108
COP	CONOCOPHILLIPS	30,532	$3.603M	0.6%	$118.00 *	$54.20	+101.8%	COM	20825C104
MDT	MEDTRONIC PLC	46,314	$3.6M	0.6%	$77.72 *	$87.41	-16.0%	SHS	G5960L103
FOXF	FOX FACTORY HLDG CORP	39,260	$3.582M	0.6%	$91.23	$77.62	+19.8%	COM	35138V102
CL	COLGATE PALMOLIVE CO	45,040	$3.549M	0.6%	$78.79 *	$67.79	+2.9%	COM	194162103
SYY	SYSCO CORP	46,191	$3.531M	0.6%	$76.45 *	$73.36	+0.8%	COM	871829107
LULU	LULULEMON ATHLETICA INC	10,850	$3.476M	0.5%	$320.39 *	$295.54	+11.3%	COM	550021109
CNQ	CANADIAN NAT RES LTD	62,110	$3.449M	0.5%	$55.53 *	$17.27	+45.4%	COM	136385101
AVGO	BROADCOM INC	6,115	$3.419M	0.5%	$559.15 *	$37.94	+25.5%	COM	11135F101
SCCO	SOUTHERN COPPER CORP	56,478	$3.411M	0.5%	$60.39 *	$44.12	+6.5%	COM	84265V105
TYL	TYLER TECHNOLOGIES INC	10,478	$3.378M	0.5%	$322.41	$340.44	-4.0%	COM	902252105
PPG	PPG INDS INC	26,326	$3.31M	0.5%	$125.74 *	$146.55	-21.9%	COM	693506107
NVS	NOVARTIS AG	36,444	$3.306M	0.5%	$90.72	$85.59	—	SPONSORED ADR	66987V109
CDNS	CADENCE DESIGN SYSTEM INC	20,496	$3.293M	0.5%	$160.64	$96.99	+64.8%	COM	127387108
HAL	HALLIBURTON CO	82,247	$3.236M	0.5%	$39.35 *	$30.02	+9.9%	COM	406216101
TGT	TARGET CORP	20,803	$3.101M	0.5%	$149.04 *	$142.97	-1.4%	COM	87612E106
MPWR	MONOLITHIC PWR SYS INC	8,640	$3.055M	0.5%	$353.61	$295.67	+18.5%	COM	609839105
A	AGILENT TECHNOLOGIES INC	20,342	$3.044M	0.5%	$149.65 *	$98.63	+41.6%	COM	00846U101
WST	WEST PHARMACEUTICAL SVSC INC	12,836	$3.021M	0.5%	$235.34	$271.80	-13.5%	COM	955306105
ADM	ARCHER DANIELS MIDLAND CO	32,465	$3.014M	0.5%	$92.85 *	$57.60	+45.2%	COM	039483102
—	LINDE PLC	9,197	$3M	0.5%	$326.16	$225.95	—	SHS	G5494J103
KO	COCA COLA CO	47,082	$2.995M	0.5%	$63.61 *	$48.59	+13.0%	COM	191216100
FAST	FASTENAL CO	61,885	$2.928M	0.5%	$47.32 *	$18.71	+21.0%	COM	311900104
AEM	AGNICO EAGLE MINES LTD	55,874	$2.905M	0.5%	$51.99 *	$48.47	-9.6%	COM	008474108
FDS	FACTSET RESH SYS INC	7,205	$2.891M	0.5%	$401.21 *	$306.22	+34.8%	COM	303075105
NEE	NEXTERA ENERGY INC	34,410	$2.877M	0.5%	$83.60 *	$69.41	+6.3%	COM	65339F101
ULTA	ULTA BEAUTY INC	6,023	$2.825M	0.4%	$469.05 *	$320.45	+34.6%	COM	90384S303
CTVA	CORTEVA INC	47,620	$2.799M	0.4%	$58.78 *	$44.51	+37.4%	COM	22052L104
ODFL	OLD DOMINION FREIGHT LINE IN	9,729	$2.761M	0.4%	$283.77 *	$109.61	+27.3%	COM	679580100
APH	AMPHENOL CORP NEW	36,138	$2.752M	0.4%	$76.14 *	$28.07	+31.0%	CL A	032095101
ROST	ROSS STORES INC	23,514	$2.729M	0.4%	$116.07 *	$85.88	+14.7%	COM	778296103
FMC	FMC CORP	21,766	$2.716M	0.4%	$124.80 *	$90.71	+19.4%	COM NEW	302491303
KEYS	KEYSIGHT TECHNOLOGIES INC	15,833	$2.709M	0.4%	$171.07	$110.85	+53.8%	COM	49338L103
LOGI	LOGITECH INTL S A	43,427	$2.703M	0.4%	$62.25 *	$80.70	-35.3%	SHS	H50430232
DOV	DOVER CORP	19,958	$2.702M	0.4%	$135.41 *	$105.59	+21.0%	COM	260003108
MKC	MCCORMICK & CO INC	32,596	$2.702M	0.4%	$82.89 *	$75.78	-1.3%	COM NON VTG	579780206
SPGI	S&P GLOBAL INC	8,002	$2.68M	0.4%	$334.92 *	$353.59	-9.2%	COM	78409V104
IMO	IMPERIAL OIL LTD	54,746	$2.668M	0.4%	$48.74 *	$32.80	+44.6%	COM NEW	453038408
ISRG	INTUITIVE SURGICAL INC	9,942	$2.638M	0.4%	$265.36 *	$281.75	-13.5%	COM NEW	46120E602
ADBE	ADOBE SYSTEMS INCORPORATED	7,790	$2.621M	0.4%	$336.52 *	$341.76	-6.4%	COM	00724F101
MTD	METTLER TOLEDO INTERNATIONAL	1,795	$2.595M	0.4%	$1445.50 *	$975.15	+37.3%	COM	592688105
ACN	ACCENTURE PLC IRELAND	9,587	$2.558M	0.4%	$266.84	$305.99	-13.7%	SHS CLASS A	G1151C101
NVO	NOVO-NORDISK A S	18,901	$2.558M	0.4%	$135.34	$73.56	—	ADR	670100205
WDAY	WORKDAY INC	15,044	$2.517M	0.4%	$167.33 *	$199.97	-22.0%	CL A	98138H101
AAON	AAON INC	33,188	$2.5M	0.4%	$75.32 *	$32.18	+42.8%	COM PAR $0.004	000360206
TJX	TJX COS INC NEW	31,304	$2.492M	0.4%	$79.60 *	$53.99	+31.0%	COM	872540109
AZO	AUTOZONE INC	1,008	$2.486M	0.4%	$2466.58 *	$1606.04	+50.5%	COM	053332102
RIO	RIO TINTO PLC	34,900	$2.485M	0.4%	$71.20	$63.30	—	SPONSORED ADR	767204100
ITW	ILLINOIS TOOL WKS INC	11,259	$2.48M	0.4%	$220.30 *	$161.45	+22.3%	COM	452308109
TTD	THE TRADE DESK INC	54,940	$2.463M	0.4%	$44.83 *	$59.24	-14.4%	COM CL A	88339J105
TPL	TEXAS PACIFIC LAND CORPORATI	1,050	$2.46M	0.4%	$2343.29 *	$122.50	+108.9%	COM	88262P102
—	UNILEVER PLC	48,835	$2.459M	0.4%	$50.35	$52.95	—	SPON ADR NEW	904767704
TER	TERADYNE INC	27,876	$2.435M	0.4%	$87.35 *	$80.65	+4.8%	COM	880770102
ROP	ROPER TECHNOLOGIES INC	5,526	$2.388M	0.4%	$432.12 *	$380.94	+6.0%	COM	776696106
HEI/A	HEICO CORP NEW	19,914	$2.387M	0.4%	$119.85	$103.63	+17.3%	CL A	422806208
CLX	CLOROX CO DEL	17,001	$2.386M	0.4%	$140.33 *	$126.18	+1.3%	COM	189054109
—	LAM RESEARCH CORP	5,658	$2.378M	0.4%	$420.27	$323.26	—	COM	512807108
PFE	PFIZER INC	46,173	$2.366M	0.4%	$51.24 *	$34.37	+16.9%	COM	717081103
SWKS	SKYWORKS SOLUTIONS INC	25,877	$2.358M	0.4%	$91.13 *	$91.05	-10.8%	COM	83088M102
VEEV	VEEVA SYS INC	14,560	$2.35M	0.4%	$161.38 *	$182.87	-6.6%	CL A COM	922475108
CNI	CANADIAN NATL RY CO	19,700	$2.342M	0.4%	$118.88 *	$115.90	-3.2%	COM	136375102
NKE	NIKE INC	19,633	$2.297M	0.4%	$117.01 *	$106.86	-10.8%	CL B	654106103
BBY	BEST BUY INC	28,470	$2.284M	0.4%	$80.21 *	$63.69	-0.7%	COM	086516101
CHD	CHURCH & DWIGHT CO INC	28,108	$2.266M	0.4%	$80.61 *	$92.76	-20.3%	COM	171340102
SHW	SHERWIN WILLIAMS CO	9,413	$2.234M	0.4%	$237.34 *	$227.52	-1.2%	COM	824348106
BILL	BILL COM HLDGS INC	20,498	$2.233M	0.4%	$108.96 *	$231.45	-48.1%	COM	090043100
GIL	GILDAN ACTIVEWEAR INC	81,227	$2.226M	0.4%	$27.40	$28.86	-5.4%	COM	375916103
MORN	MORNINGSTAR INC	10,251	$2.22M	0.4%	$216.59 *	$280.04	-18.6%	COM	617700109
MCHP	MICROCHIP TECHNOLOGY INC.	31,538	$2.216M	0.4%	$70.25 *	$65.82	-2.9%	COM	595017104
SBUX	STARBUCKS CORP	22,327	$2.215M	0.4%	$99.20 *	$68.78	+27.3%	COM	855244109
HOLX	HOLOGIC INC	29,277	$2.19M	0.3%	$74.81 *	$64.98	+9.6%	COM	436440101
ALLE	ALLEGION PLC	20,606	$2.169M	0.3%	$105.26 *	$96.46	+3.7%	ORD SHS	G0176J109
TXN	TEXAS INSTRS INC	13,088	$2.162M	0.3%	$165.22 *	$131.98	+15.1%	COM	882508104
GRMN	GARMIN LTD	23,403	$2.16M	0.3%	$92.29 *	$102.39	-19.3%	SHS	H2906T109
—	SEAGEN INC	16,792	$2.158M	0.3%	$128.51	$172.73	—	COM	81181C104
BMY	BRISTOL-MYERS SQUIBB CO	29,764	$2.141M	0.3%	$71.95 *	$52.14	+25.1%	COM	110122108
PAYC	PAYCOM SOFTWARE INC	6,895	$2.14M	0.3%	$310.32	$271.91	+16.3%	COM	70432V102
ERIC	ERICSSON	365,309	$2.133M	0.3%	$5.84	$5.74	—	ADR B SEK 10	294821608
UPS	UNITED PARCEL SERVICE INC	12,144	$2.111M	0.3%	$173.84 *	$160.90	-8.0%	CL B	911312106
CRM	SALESFORCE INC	15,879	$2.105M	0.3%	$132.59 *	$166.51	-13.4%	COM	79466L302
ASML	ASML HOLDING N V	3,804	$2.079M	0.3%	$546.40	$333.31	—	N Y REGISTRY SHS	N07059210
MGA	MAGNA INTL INC	36,881	$2.072M	0.3%	$56.18 *	$53.69	-6.8%	COM	559222401
DD	DUPONT DE NEMOURS INC	30,024	$2.061M	0.3%	$68.63 *	$28.09	-11.0%	COM	26614N102
GLW	CORNING INC	63,715	$2.035M	0.3%	$31.94 *	$28.79	+3.3%	COM	219350105
DXCM	DEXCOM INC	17,890	$2.026M	0.3%	$113.24 *	$76.38	+43.7%	COM	252131107
GMAB	GENMAB A/S	47,713	$2.022M	0.3%	$42.38	$36.78	—	SPONSORED ADS	372303206
PINS	PINTEREST INC	83,126	$2.018M	0.3%	$24.28	$41.75	-42.9%	CL A	72352L106
MNST	MONSTER BEVERAGE CORP NEW	19,840	$2.014M	0.3%	$101.53 *	$37.24	+30.1%	COM	61174X109
EA	ELECTRONIC ARTS INC	16,415	$2.006M	0.3%	$122.18	$132.00	-6.5%	COM	285512109
MRVL	MARVELL TECHNOLOGY INC	53,350	$1.976M	0.3%	$37.04 *	$55.66	-27.6%	COM	573874104
EOG	EOG RES INC	15,190	$1.967M	0.3%	$129.52 *	$65.28	+80.5%	COM	26875P101
JBHT	HUNT J B TRANS SVCS INC	11,249	$1.961M	0.3%	$174.35 *	$132.36	+27.9%	COM	445658107
BL	BLACKLINE INC	28,663	$1.928M	0.3%	$67.27 *	$62.93	-1.4%	COM	09239B109
RGEN	REPLIGEN CORP	11,378	$1.926M	0.3%	$169.31 *	$193.23	-6.1%	COM	759916109
CBRE	CBRE GROUP INC	24,642	$1.896M	0.3%	$76.96 *	$79.28	-6.8%	CL A	12504L109
HELE	HELEN OF TROY LTD	16,742	$1.857M	0.3%	$110.91 *	$183.88	-47.1%	COM	G4388N106
CMI	CUMMINS INC	7,631	$1.849M	0.3%	$242.28 *	$168.15	+31.3%	COM	231021106
EL	LAUDER ESTEE COS INC	7,418	$1.841M	0.3%	$248.12 *	$214.67	-1.7%	CL A	518439104
SBAC	SBA COMMUNICATIONS CORP NEW	6,509	$1.824M	0.3%	$280.29 *	$280.62	-6.1%	CL A	78410G104
AMGN	AMGEN INC	6,928	$1.82M	0.3%	$262.64 *	$203.80	+19.1%	COM	031162100
O	REALTY INCOME CORP	28,411	$1.802M	0.3%	$63.43 *	$51.79	+0.8%	COM	756109104
PNR	PENTAIR PLC	39,042	$1.756M	0.3%	$44.98 *	$43.61	-4.0%	SHS	G7S00T104
AVB	AVALONBAY CMNTYS INC	10,808	$1.746M	0.3%	$161.52 *	$181.25	-16.3%	COM	053484101
HSY	HERSHEY CO	7,478	$1.732M	0.3%	$231.56 *	$153.05	+38.6%	COM	427866108
BRKR	BRUKER CORP	25,310	$1.73M	0.3%	$68.35 *	$62.82	0.0%	COM	116794108
SPSC	SPS COMM INC	13,342	$1.714M	0.3%	$128.43	$86.84	+48.4%	COM	78463M107
EQR	EQUITY RESIDENTIAL	28,921	$1.706M	0.3%	$59.00 *	$64.82	-15.6%	SH BEN INT	29476L107
PSX	PHILLIPS 66	16,356	$1.702M	0.3%	$104.08 *	$80.87	+13.0%	COM	718546104
MLM	MARTIN MARIETTA MATLS INC	5,005	$1.692M	0.3%	$338.00	$332.68	+0.6%	COM	573284106
MTN	VAIL RESORTS INC	7,038	$1.678M	0.3%	$238.35	$270.87	-13.4%	COM	91879Q109
NVST	ENVISTA HOLDINGS CORPORATION	49,710	$1.674M	0.3%	$33.67	$38.86	-12.0%	COM	29415F104
EQIX	EQUINIX INC	2,528	$1.656M	0.3%	$654.94 *	$567.98	+1.9%	COM	29444U700
MMM	3M CO	13,783	$1.653M	0.3%	$119.92 *	$108.94	-16.8%	COM	88579Y101
ETN	EATON CORP PLC	10,522	$1.651M	0.3%	$156.95 *	$116.74	+25.9%	SHS	G29183103
ZTS	ZOETIS INC	11,268	$1.651M	0.3%	$146.55 *	$167.27	-14.4%	CL A	98978V103
OLLI	OLLIES BARGAIN OUTLET HLDGS	35,112	$1.645M	0.3%	$46.84 *	$59.94	-10.0%	COM	681116109
ADSK	AUTODESK INC	8,773	$1.639M	0.3%	$186.86 *	$283.21	-29.1%	COM	052769106
ABBV	ABBVIE INC	10,095	$1.631M	0.3%	$161.61 *	$131.33	+4.5%	COM	00287Y109
CSCO	CISCO SYS INC	33,736	$1.607M	0.3%	$47.64 *	$42.22	-1.8%	COM	17275R102
DOCU	DOCUSIGN INC	28,946	$1.604M	0.3%	$55.42 *	$109.26	-55.4%	COM	256163106
TEAM	ATLASSIAN CORPORATION	11,881	$1.529M	0.2%	$128.68 *	$159.19	0.0%	CL A	049468101
TMO	THERMO FISHER SCIENTIFIC INC	2,763	$1.522M	0.2%	$550.75 *	$475.88	+10.3%	COM	883556102
WK	WORKIVA INC	18,090	$1.519M	0.2%	$83.97 *	$107.34	-27.8%	COM CL A	98139A105
UNP	UNION PAC CORP	7,316	$1.515M	0.2%	$207.07 *	$165.31	+15.0%	COM	907818108
—	DUCK CREEK TECHNOLOGIES INC	123,860	$1.493M	0.2%	$12.05	$27.00	—	SHS	264120106
NEM	NEWMONT CORP	31,555	$1.489M	0.2%	$47.20 *	$57.09	-28.5%	COM	651639106
IEX	IDEX CORP	6,507	$1.486M	0.2%	$228.34 *	$176.19	+21.9%	COM	45167R104
AMD	ADVANCED MICRO DEVICES INC	22,825	$1.478M	0.2%	$64.77	$95.31	-30.7%	COM	007903107
RVLV	REVOLVE GROUP INC	65,229	$1.452M	0.2%	$22.26 *	$26.25	-8.5%	CL A	76156B107
TSM	TAIWAN SEMICONDUCTOR MFG LTD	19,464	$1.45M	0.2%	$74.49	$117.24	—	SPONSORED ADS	874039100
PLNT	PLANET FITNESS INC	18,007	$1.419M	0.2%	$78.80 *	$72.02	-3.1%	CL A	72703H101
WM	WASTE MGMT INC DEL	9,017	$1.415M	0.2%	$156.88 *	$155.84	-1.7%	COM	94106L109
CRWD	CROWDSTRIKE HLDGS INC	13,389	$1.41M	0.2%	$105.29 *	$158.05	-13.4%	CL A	22788C105
ALGN	ALIGN TECHNOLOGY INC	6,654	$1.403M	0.2%	$210.89 *	$300.99	-33.5%	COM	016255101
MAA	MID-AMER APT CMNTYS INC	8,853	$1.39M	0.2%	$157.00 *	$138.40	-0.4%	COM	59522J103
—	PIONEER NAT RES CO	6,073	$1.387M	0.2%	$228.38	$168.41	—	COM	723787107
BKNG	BOOKING HOLDINGS INC	679	$1.369M	0.2%	$2016.07 *	$1995.44	-6.4%	COM	09857L108
TRMB	TRIMBLE INC	27,061	$1.368M	0.2%	$50.56 *	$72.26	-22.9%	COM	896239100
FND	FLOOR & DECOR HLDGS INC	19,459	$1.355M	0.2%	$69.63 *	$89.87	-19.1%	CL A	339750101
VFC	V F CORP	47,072	$1.3M	0.2%	$27.61 *	$62.25	-52.8%	COM	918204108
NTAP	NETAPP INC	21,591	$1.297M	0.2%	$60.06 *	$65.17	-5.5%	COM	64110D104
TREX	TREX CO INC	30,302	$1.283M	0.2%	$42.33 *	$74.32	-38.9%	COM	89531P105
FIVN	FIVE9 INC	18,712	$1.27M	0.2%	$67.86 *	$156.83	-60.0%	COM	338307101
POOL	POOL CORP	4,140	$1.252M	0.2%	$302.34	$430.27	-29.5%	COM	73278L105
LEVI	LEVI STRAUSS & CO NEW	78,860	$1.224M	0.2%	$15.52 *	$20.18	-30.2%	CL A COM STK	52736R102
CRL	CHARLES RIV LABS INTL INC	5,607	$1.222M	0.2%	$217.90	$190.82	+14.4%	COM	159864107
EYE	NATIONAL VISION HLDGS INC	31,121	$1.206M	0.2%	$38.76 *	$40.79	-8.2%	COM	63845R107
KTB	KONTOOR BRANDS INC	29,952	$1.198M	0.2%	$39.99 *	$54.95	-29.1%	COM	50050N103
JCI	JOHNSON CTLS INTL PLC	18,678	$1.195M	0.2%	$64.00 *	$58.65	-1.6%	SHS	G51502105
WY	WEYERHAEUSER CO MTN BE	37,502	$1.163M	0.2%	$31.00 *	$31.36	-12.1%	COM NEW	962166104
OFLX	OMEGA FLEX INC	12,246	$1.143M	0.2%	$93.32	$111.52	-15.1%	COM	682095104
—	ASPEN TECHNOLOGY INC	5,460	$1.121M	0.2%	$205.39	$183.68	—	COM	29109X106
OLED	UNIVERSAL DISPLAY CORP	10,316	$1.115M	0.2%	$108.04 *	$170.18	-40.4%	COM	91347P105
ETSY	ETSY INC	9,207	$1.103M	0.2%	$119.78 *	$83.55	+36.9%	COM	29786A106
ZBRA	ZEBRA TECHNOLOGIES CORPORATI	4,234	$1.086M	0.2%	$256.44	$271.51	-4.8%	CL A	989207105
—	TE CONNECTIVITY LTD	9,271	$1.064M	0.2%	$114.81	$93.83	—	SHS	H84989104
ARE	ALEXANDRIA REAL ESTATE EQ IN	7,258	$1.057M	0.2%	$145.68 *	$133.00	-7.4%	COM	015271109
LFUS	LITTELFUSE INC	4,761	$1.048M	0.2%	$220.18	$246.21	-9.4%	COM	537008104
YETI	YETI HLDGS INC	24,804	$1.025M	0.2%	$41.31 *	$37.54	0.0%	COM	98585X104
DDOG	DATADOG INC	13,873	$1.02M	0.2%	$73.50 *	$98.90	-21.0%	CL A COM	23804L103
TECH	BIO-TECHNE CORP	11,851	$982K	0.2%	$82.88 *	$72.52	+7.9%	COM	09073M104
TT	TRANE TECHNOLOGIES PLC	5,819	$978K	0.2%	$168.10 *	$124.22	+28.3%	SHS	G8994E103
NOVT	NOVANTA INC	7,190	$977K	0.2%	$135.87 *	$132.47	+5.7%	COM	67000B104
EXR	EXTRA SPACE STORAGE INC	6,541	$963K	0.2%	$147.18 *	$133.11	+4.6%	COM	30225T102
GNRC	GENERAC HLDGS INC	9,125	$919K	0.1%	$100.66 *	$206.57	-45.2%	COM	368736104
GTM	ZOOMINFO TECHNOLOGIES INC	30,022	$904K	0.1%	$30.11 *	$47.47	-27.3%	COMMON STOCK	98980F104
CPRT	COPART INC	14,486	$882K	0.1%	$60.89 *	$20.05	+49.3%	COM	217204106
AMZN	AMAZON COM INC	10,320	$867K	0.1%	$84.00 *	$124.48	-20.6%	COM	023135106
MEDP	MEDPACE HLDGS INC	4,008	$851K	0.1%	$212.42 *	$134.78	+48.2%	COM	58506Q109
NXPI	NXP SEMICONDUCTORS N V	5,324	$841K	0.1%	$158.02 *	$149.35	0.0%	COM	N6596X109
ONON	ON HLDG AG	48,709	$836K	0.1%	$17.16	$21.64	-19.2%	NAMEN AKT A	H5919C104
INTC	INTEL CORP	31,255	$826K	0.1%	$26.43	$40.25	-33.8%	COM	458140100
FIX	COMFORT SYS USA INC	7,174	$826K	0.1%	$115.08	$64.15	+79.0%	COM	199908104
HPQ	HP INC	30,723	$826K	0.1%	$26.87 *	$27.18	-9.6%	COM	40434L105
USPH	U S PHYSICAL THERAPY	9,924	$804K	0.1%	$81.03 *	$103.60	-19.0%	COM	90337L108
BLKB	BLACKBAUD INC	13,657	$804K	0.1%	$58.86 *	$65.81	-14.9%	COM	09227Q100
SUI	SUN CMNTYS INC	5,621	$804K	0.1%	$142.99	$142.86	—	COM	866674104
SSTK	SHUTTERSTOCK INC	15,216	$802K	0.1%	$52.72 *	$85.24	-40.2%	COM	825690100
ESS	ESSEX PPTY TR INC	3,726	$790K	0.1%	$211.92 *	$259.36	-25.6%	COM	297178105
CTSH	COGNIZANT TECHNOLOGY SOLUTIO	13,805	$790K	0.1%	$57.19 *	$73.26	-24.0%	CL A	192446102
LEA	LEAR CORP	6,352	$788K	0.1%	$124.02	$145.09	-16.0%	COM NEW	521865204
—	ANSYS INC	3,230	$780K	0.1%	$241.59	$226.60	—	COM	03662Q105
COKE	COCA COLA CONS INC	1,517	$777K	0.1%	$512.38 *	$38.08	+20.5%	COM	191098102
WCN	WASTE CONNECTIONS INC	5,829	$773K	0.1%	$132.55	$109.02	+22.3%	COM	94106B101
VMC	VULCAN MATLS CO	4,315	$756K	0.1%	$175.11 *	$148.05	+12.7%	COM	929160109
DHI	D R HORTON INC	8,175	$729K	0.1%	$89.14 *	$91.59	-15.2%	COM	23331A109
ILMN	ILLUMINA INC	3,521	$712K	0.1%	$202.22 *	$288.04	-28.1%	COM	452327109
—	FORWARD AIR CORP	6,744	$707K	0.1%	$104.89	$62.02	—	COM	349853101
ELS	EQUITY LIFESTYLE PPTYS INC	10,947	$707K	0.1%	$64.60	$67.55	—	COM	29472R108
NCNO	NCINO INC	26,258	$694K	0.1%	$26.44 *	$35.00	-19.6%	COM	63947X101
FELE	FRANKLIN ELEC INC	8,627	$688K	0.1%	$79.75	$61.02	+30.7%	COM	353514102
IDA	IDACORP INC	6,263	$675K	0.1%	$107.84 *	$108.84	-4.8%	COM	451107106
ZBH	ZIMMER BIOMET HOLDINGS INC	5,219	$665K	0.1%	$127.51 *	$146.94	-23.2%	COM	98956P102
WSC	WILLSCOT MOBIL MINI HLDNG CO	14,505	$655K	0.1%	$45.17	$31.58	+42.0%	COM CL A	971378104
TFX	TELEFLEX INCORPORATED	2,574	$643K	0.1%	$249.66 *	$301.84	-28.6%	COM	879369106
ADC	AGREE RLTY CORP	9,045	$642K	0.1%	$70.93	$67.45	—	COM	008492100
ALNY	ALNYLAM PHARMACEUTICALS INC	2,695	$641K	0.1%	$237.67 *	$184.83	+15.4%	COM	02043Q107
—	BARNES GROUP INC	15,574	$636K	0.1%	$40.85	$43.22	—	COM	067806109
CPT	CAMDEN PPTY TR	5,661	$633K	0.1%	$111.89 *	$112.95	-10.3%	SH BEN INT	133131102
DIOD	DIODES INC	8,095	$616K	0.1%	$76.14 *	$65.44	+19.7%	COM	254543101
ICFI	ICF INTL INC	6,168	$611K	0.1%	$99.06 *	$100.06	+8.9%	COM	44925C103
EXLS	EXLSERVICE HOLDINGS INC	3,599	$610K	0.1%	$169.44 *	$32.63	+6.5%	COM	302081104
GLD	SPDR GOLD TR	3,510	$595K	0.1%	$169.64	$157.82	—	GOLD SHS	78463V107
NRC	NATIONAL RESH CORP	15,946	$595K	0.1%	$37.30 *	$39.12	-1.1%	COM NEW	637372202
ONTO	ONTO INNOVATION INC	8,655	$589K	0.1%	$68.09 *	$60.97	+17.8%	COM	683344105
PR	PERMIAN RESOURCES CORP	62,648	$589K	0.1%	$9.40	$9.58	0.0%	CLASS A COM	71424F105
DORM	DORMAN PRODS INC	7,195	$582K	0.1%	$80.87 *	$88.49	-4.0%	COM	258278100
IART	INTEGRA LIFESCIENCES HLDGS C	10,367	$581K	0.1%	$56.07 *	$62.47	-18.5%	COM NEW	457985208
—	LABORATORY CORP AMER HLDGS	2,463	$580K	0.1%	$235.44	$185.93	—	COM NEW	50540R409
BCPC	BALCHEM CORP	4,674	$571K	0.1%	$122.11 *	$108.02	+19.5%	COM	057665200
AMH	AMERICAN HOMES 4 RENT	18,804	$567K	0.1%	$30.14	$32.54	—	CL A	02665T306
AVNS	AVANOS MED INC	20,614	$558K	0.1%	$27.06 *	$33.16	-26.3%	COM	05350V106
CMBM	CAMBIUM NETWORKS CORP	25,566	$554K	0.1%	$21.67 *	$31.97	-36.9%	SHS	G17766109
AEIS	ADVANCED ENERGY INDS	6,411	$550K	0.1%	$85.78 *	$84.77	-2.0%	COM	007973100
MAX	MEDIAALPHA INC	54,911	$546K	0.1%	$9.95 *	$33.43	-67.0%	CL A	58450V104
KFY	KORN FERRY	10,787	$546K	0.1%	$50.62	$59.58	-16.6%	COM NEW	500643200
CUBE	CUBESMART	13,367	$538K	0.1%	$40.25	$49.91	—	COM	229663109
KFRC	KFORCE INC	9,781	$536K	0.1%	$54.83 *	$55.84	+3.4%	COM	493732101
BOOT	BOOT BARN HLDGS INC	8,509	$532K	0.1%	$62.52 *	$73.38	-18.3%	COM	099406100
MOV	MOVADO GROUP INC	16,483	$532K	0.1%	$32.25	$32.76	-2.6%	COM	624580106
AMBA	AMBARELLA INC	6,342	$521K	0.1%	$82.23 *	$76.10	-12.5%	SHS	G037AX101
AZTA	AZENTA INC	8,941	$521K	0.1%	$58.22 *	$59.66	-14.2%	COM	114340102
SUPN	SUPERNUS PHARMACEUTICALS INC	14,561	$519K	0.1%	$35.67 *	$27.84	+24.8%	COM	868459108
MCO	MOODYS CORP	1,854	$516K	0.1%	$278.56 *	$239.92	+11.0%	COM	615369105
TWLO	TWILIO INC	10,448	$512K	0.1%	$48.96 *	$190.54	-70.1%	CL A	90138F102
AMN	AMN HEALTHCARE SVCS INC	4,908	$505K	0.1%	$102.83 *	$88.62	+30.0%	COM	001744101
GWRE	GUIDEWIRE SOFTWARE INC	7,999	$500K	0.1%	$62.56 *	$109.91	-46.0%	COM	40171V100
DGX	QUEST DIAGNOSTICS INC	3,164	$495K	0.1%	$156.42 *	$110.63	+22.3%	COM	74834L100
CSW	CSW INDUSTRIALS INC	4,268	$495K	0.1%	$115.94	$91.14	+29.5%	COM	126402106
—	WNS HLDGS LTD	5,980	$478K	0.1%	$79.99	$76.96	—	SPON ADR	92932M101
—	OLO INC	73,721	$461K	0.1%	$6.25	$13.77	—	CL A	68134L109
REXR	REXFORD INDL RLTY INC	8,432	$461K	0.1%	$54.64	$54.64	—	COM	76169C100
LLY	LILLY ELI & CO	1,256	$460K	0.1%	$365.87 *	$244.08	+41.7%	COM	532457108
ADP	AUTOMATIC DATA PROCESSING IN	1,920	$459K	0.1%	$238.87 *	$162.01	+41.3%	COM	053015103
OMCL	OMNICELL COM	9,091	$458K	0.1%	$50.42 *	$106.95	-43.8%	COM	68213N109
CTS	CTS CORP	11,126	$439K	0.1%	$39.42 *	$32.21	+26.2%	COM	126501105
WAB	WABTEC	4,339	$433K	0.1%	$99.81 *	$89.06	+5.5%	COM	929740108
SITE	SITEONE LANDSCAPE SUPPLY INC	3,484	$409K	0.1%	$117.32	$164.22	-29.1%	COM	82982L103
VRSK	VERISK ANALYTICS INC	2,312	$408K	0.1%	$176.42 *	$167.18	+3.0%	COM	92345Y106
ADUS	ADDUS HOMECARE CORP	4,005	$398K	0.1%	$99.48 *	$92.04	+13.6%	COM	006739106
NIO	NIO INC	40,824	$398K	0.1%	$9.75	$17.99	—	SPON ADS	62914V106
PCH	POTLATCHDELTIC CORPORATION	8,557	$376K	0.1%	$43.99	$52.16	—	COM	737630103
POWI	POWER INTEGRATIONS INC	4,916	$353K	0.1%	$71.72 *	$68.50	0.0%	COM	739276103
MLAB	MESA LABS INC	2,098	$349K	0.1%	$166.21 *	$266.04	-42.2%	COM	59064R109
HUBS	HUBSPOT INC	1,199	$347K	0.1%	$289.02	$283.47	0.0%	COM	443573100
DAVA	ENDAVA PLC	4,498	$344K	0.1%	$76.50	$76.50	—	ADS	29260V105
CPK	CHESAPEAKE UTILS CORP	2,890	$342K	0.1%	$118.18 *	$122.15	-10.1%	COM	165303108
LZB	LA Z BOY INC	14,359	$328K	0.1%	$22.82 *	$26.57	-8.5%	COM	505336107
GEN	GEN DIGITAL INC	15,127	$324K	0.1%	$21.43 *	$22.60	-8.6%	COM	668771108
XYZ	BLOCK INC	5,124	$322K	0.1%	$62.84	$87.17	-29.2%	CL A	852234103
SNAP	SNAP INC	34,772	$311K	0.0%	$8.95 *	$21.69	-54.5%	CL A	83304A106
ZM	ZOOM VIDEO COMMUNICATIONS IN	4,262	$289K	0.0%	$67.74 *	$233.88	-67.5%	CL A	98980L101
LECO	LINCOLN ELEC HLDGS INC	1,977	$286K	0.0%	$144.52 *	$140.26	0.0%	COM	533900106
UNH	UNITEDHEALTH GROUP INC	525	$278K	0.0%	$530.18 *	$471.05	+6.2%	COM	91324P102
SPT	SPROUT SOCIAL INC	4,771	$269K	0.0%	$56.46 *	$90.85	-35.4%	COM CL A	85209W109
—	PROS HOLDINGS INC	10,314	$250K	0.0%	$24.26	$34.42	—	COM	74346Y103
AAP	ADVANCE AUTO PARTS INC	1,625	$239K	0.0%	$147.04 *	$174.58	-14.0%	COM	00751Y106
—	ENGAGESMART INC	13,479	$237K	0.0%	$17.60	$17.60	—	COMMON STOCK	29283F103
INTU	INTUIT	607	$236K	0.0%	$389.00	$374.31	+3.9%	COM	461202103
PCRX	PACIRA BIOSCIENCES INC	5,807	$224K	0.0%	$38.61 *	$57.48	-15.4%	COM	695127100
CHWY	CHEWY INC	5,840	$217K	0.0%	$37.08 *	$38.95	0.0%	CL A	16679L109
EXAS	EXACT SCIENCES CORP	4,229	$209K	0.0%	$49.51 *	$96.26	-57.6%	COM	30063P105
CHCT	COMMUNITY HEALTHCARE TR INC	5,841	$209K	0.0%	$35.80	$38.18	—	COM	20369C106
ROKU	ROKU INC	5,125	$209K	0.0%	$40.70 *	$193.11	-72.9%	COM CL A	77543R102
NTLA	INTELLIA THERAPEUTICS INC	5,956	$208K	0.0%	$34.89 *	$66.82	-28.8%	COM	45826J105
—	KANDI TECHNOLOGIES GROUP INC	50,772	$117K	0.0%	$2.30	$6.70	—	COM	483709101
—	ITERIS INC NEW	36,219	$113K	0.0%	$3.11	$5.84	—	COM	46564T107
CBAT	CBAK ENERGY TECHNOLOGY INC	70,451	$69,746	0.0%	$0.99 *	$5.06	-77.1%	COM	14986C102
—	GINKGO BIOWORKS HOLDINGS INC	22,713	$38,385	0.0%	$1.69	$2.17	—	CL A SHS	37611X100
—	STRATA SKIN SCIENCES INC	43,300	$34,211	0.0%	$0.79	$1.22	—	COM NEW	86272A206
—	AYRO INC	17,858	$6,834	0.0%	$0.38	$2.96	—	COM	054748108