Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
AAPL	APPLE INC	174,133	$28.71M	4.1%	$164.90 *	$108.70	+33.8%	COM	037833100
MSFT	MICROSOFT CORP	66,726	$19.24M	2.7%	$288.30 *	$185.19	+34.7%	COM	594918104
GOOGL	ALPHABET INC	100,901	$10.47M	1.5%	$103.73 *	$108.05	-11.9%	CAP STK CL A	02079K305
TSLA	TESLA INC	41,160	$8.539M	1.2%	$207.46 *	$213.53	-18.3%	COM	88160R101
NVDA	NVIDIA CORPORATION	30,576	$8.493M	1.2%	$277.77 *	$17.45	+23.9%	COM	67066G104
—	ARISTA NETWORKS INC	46,024	$7.726M	1.1%	$167.86	$174.35	—	COM	040413106
KLAC	KLA CORP	18,963	$7.569M	1.1%	$399.17 *	$252.60	+51.8%	COM NEW	482480100
JNJ	JOHNSON & JOHNSON	47,161	$7.31M	1.0%	$155.00 *	$132.72	+11.4%	COM	478160104
PG	PROCTER AND GAMBLE CO	45,836	$6.815M	1.0%	$148.69 *	$115.47	+15.3%	COM	742718109
META	META PLATFORMS INC	32,086	$6.8M	1.0%	$211.94 *	$177.24	-4.6%	CL A	30303M102
V	VISA INC	29,302	$6.607M	0.9%	$225.46 *	$209.19	+4.1%	COM CL A	92826C839
MRK	MERCK & CO INC	60,364	$6.422M	0.9%	$106.39 *	$65.89	+49.8%	COM	58933Y105
GPC	GENUINE PARTS CO	36,948	$6.182M	0.9%	$167.31 *	$99.51	+55.7%	COM	372460105
CSGP	COSTAR GROUP INC	88,178	$6.071M	0.9%	$68.85 *	$80.83	-8.7%	COM	22160N109
EXPD	EXPEDITORS INTL WASH INC	52,286	$5.758M	0.8%	$110.12 *	$95.54	+9.6%	COM	302130109
DXCM	DEXCOM INC	49,441	$5.744M	0.8%	$116.18 *	$99.07	+13.0%	COM	252131107
CTAS	CINTAS CORP	11,784	$5.452M	0.8%	$462.66 *	$71.97	+49.4%	COM	172908105
NUE	NUCOR CORP	34,862	$5.385M	0.8%	$154.47	$111.85	+36.2%	COM	670346105
PLD	PROLOGIS INC.	43,135	$5.382M	0.8%	$124.77 *	$96.42	+16.1%	COM	74340W103
AMAT	APPLIED MATLS INC	43,538	$5.348M	0.8%	$122.83 *	$81.95	+36.6%	COM	038222105
BDX	BECTON DICKINSON & CO	21,309	$5.275M	0.8%	$247.53 *	$228.91	+1.5%	COM	075887109
TGT	TARGET CORP	31,469	$5.212M	0.7%	$165.63 *	$144.89	+2.6%	COM	87612E106
GWW	GRAINGER W W INC	7,513	$5.175M	0.7%	$688.78 *	$372.00	+67.1%	COM	384802104
CVX	CHEVRON CORP NEW	31,262	$5.101M	0.7%	$163.16 *	$108.62	+36.7%	COM	166764100
LOW	LOWES COS INC	25,349	$5.069M	0.7%	$199.97 *	$140.12	+37.2%	COM	548661107
AOS	SMITH A O CORP	72,243	$4.996M	0.7%	$69.15 *	$53.75	+14.9%	COM	831865209
AZN	ASTRAZENECA PLC	69,376	$4.815M	0.7%	$69.41	$56.44	—	SPONSORED ADR	046353108
ALB	ALBEMARLE CORP	21,529	$4.759M	0.7%	$221.04 *	$157.87	+49.3%	COM	012653101
EMR	EMERSON ELEC CO	54,495	$4.749M	0.7%	$87.14 *	$73.69	+12.1%	COM	291011104
ECL	ECOLAB INC	27,627	$4.573M	0.7%	$165.53 *	$165.09	-8.5%	COM	278865100
FOXF	FOX FACTORY HLDG CORP	37,415	$4.541M	0.6%	$121.37 *	$77.62	+47.9%	COM	35138V102
PEP	PEPSICO INC	24,620	$4.488M	0.6%	$182.30 *	$125.58	+26.4%	COM	713448108
WST	WEST PHARMACEUTICAL SVSC INC	12,804	$4.436M	0.6%	$346.48 *	$271.80	+6.7%	COM	955306105
MPWR	MONOLITHIC PWR SYS INC	8,641	$4.325M	0.6%	$500.57 *	$295.67	+52.0%	COM	609839105
ABBNY	ABB LTD	125,834	$4.316M	0.6%	$34.30	$24.76	—	SPONSORED ADR	000375204
XOM	EXXON MOBIL CORP	39,280	$4.307M	0.6%	$109.66 *	$65.97	+51.9%	COM	30231G102
CDNS	CADENCE DESIGN SYSTEM INC	20,443	$4.295M	0.6%	$210.09 *	$96.99	+95.0%	COM	127387108
DHR	DANAHER CORPORATION	16,883	$4.255M	0.6%	$252.04 *	$229.24	-2.2%	COM	235851102
KMB	KIMBERLY-CLARK CORP	31,592	$4.24M	0.6%	$134.22 *	$107.25	+8.4%	COM	494368103
PWR	QUANTA SVCS INC	25,426	$4.237M	0.6%	$166.64 *	$91.21	+67.9%	COM	74762E102
LULU	LULULEMON ATHLETICA INC	11,135	$4.055M	0.6%	$364.20 *	$296.00	+5.9%	COM	550021109
EW	EDWARDS LIFESCIENCES CORP	48,680	$4.027M	0.6%	$82.73 *	$83.75	-6.1%	COM	28176E108
AVGO	BROADCOM INC	6,181	$3.965M	0.6%	$641.53 *	$38.15	+50.9%	COM	11135F101
APD	AIR PRODS & CHEMS INC	13,791	$3.961M	0.6%	$287.20 *	$198.75	+35.9%	COM	009158106
ABT	ABBOTT LABS	39,108	$3.96M	0.6%	$101.26	$89.66	+11.5%	COM	002824100
TYL	TYLER TECHNOLOGIES INC	11,023	$3.909M	0.6%	$354.64 *	$339.69	-4.2%	COM	902252105
WDAY	WORKDAY INC	18,641	$3.85M	0.5%	$206.53 *	$196.49	-7.4%	CL A	98138H101
MDT	MEDTRONIC PLC	46,782	$3.772M	0.5%	$80.62 *	$87.28	-14.6%	SHS	G5960L103
SYY	SYSCO CORP	46,360	$3.58M	0.5%	$77.23 *	$73.36	-3.7%	COM	871829107
GIL	GILDAN ACTIVEWEAR INC	107,370	$3.564M	0.5%	$33.19 *	$28.93	+0.7%	COM	375916103
—	SEAGEN INC	17,542	$3.552M	0.5%	$202.47	$174.00	—	COM	81181C104
MDLZ	MONDELEZ INTL INC	50,742	$3.538M	0.5%	$69.72 *	$51.40	+18.9%	CL A	609207105
PPG	PPG INDS INC	26,432	$3.531M	0.5%	$133.58 *	$146.55	-17.4%	COM	693506107
SWKS	SKYWORKS SOLUTIONS INC	29,902	$3.528M	0.5%	$117.98 *	$92.39	+9.3%	COM	83088M102
TTD	THE TRADE DESK INC	56,230	$3.425M	0.5%	$60.91 *	$59.11	-9.9%	COM CL A	88339J105
CNQ	CANADIAN NAT RES LTD	61,878	$3.425M	0.5%	$55.35 *	$17.27	+45.8%	COM	136385101
FAST	FASTENAL CO	63,449	$3.422M	0.5%	$53.94 *	$18.84	+26.8%	COM	311900104
CL	COLGATE PALMOLIVE CO	45,221	$3.398M	0.5%	$75.15 *	$67.79	+2.7%	COM	194162103
IMO	IMPERIAL OIL LTD	66,525	$3.38M	0.5%	$50.81 *	$35.18	+31.4%	COM NEW	453038408
—	LAM RESEARCH CORP	6,341	$3.361M	0.5%	$530.12	$345.54	—	COM	512807108
SPGI	S&P GLOBAL INC	9,578	$3.302M	0.5%	$344.76	$351.96	-2.3%	COM	78409V104
AAON	AAON INC	34,075	$3.295M	0.5%	$96.69 *	$32.76	+65.7%	COM PAR $0.004	000360206
ODFL	OLD DOMINION FREIGHT LINE IN	9,563	$3.26M	0.5%	$340.85 *	$109.61	+50.3%	COM	679580100
LIN	LINDE PLC	9,169	$3.259M	0.5%	$355.45 *	$322.30	0.0%	SHS	G54950103
VEEV	VEEVA SYS INC	17,603	$3.235M	0.5%	$183.79 *	$180.75	-5.6%	CL A COM	922475108
CRM	SALESFORCE INC	15,934	$3.183M	0.5%	$199.77 *	$166.51	+0.2%	COM	79466L302
NVS	NOVARTIS AG	34,160	$3.143M	0.4%	$92.00	$85.59	—	SPONSORED ADR	66987V109
PINS	PINTEREST INC	114,612	$3.125M	0.4%	$27.27 *	$37.40	-30.7%	CL A	72352L106
COP	CONOCOPHILLIPS	31,350	$3.11M	0.4%	$99.21	$55.39	+79.6%	COM	20825C104
FDS	FACTSET RESH SYS INC	7,305	$3.032M	0.4%	$415.08 *	$307.57	+31.5%	COM	303075105
DOV	DOVER CORP	19,951	$3.031M	0.4%	$151.94 *	$105.59	+34.2%	COM	260003108
TER	TERADYNE INC	27,876	$2.997M	0.4%	$107.51 *	$80.65	+25.3%	COM	880770102
—	ANGLOGOLD ASHANTI LIMITED	121,217	$2.932M	0.4%	$24.19	$13.90	—	SPONSORED ADR	035128206
CTVA	CORTEVA INC	48,426	$2.921M	0.4%	$60.31	$44.76	+32.1%	COM	22052L104
ADBE	ADOBE SYSTEMS INCORPORATED	7,541	$2.906M	0.4%	$385.35 *	$341.76	+4.0%	COM	00724F101
A	AGILENT TECHNOLOGIES INC	20,863	$2.886M	0.4%	$138.34 *	$99.75	+43.6%	COM	00846U101
ACN	ACCENTURE PLC IRELAND	9,735	$2.782M	0.4%	$285.82 *	$305.31	-14.4%	SHS CLASS A	G1151C101
ERIC	ERICSSON	475,261	$2.78M	0.4%	$5.85	$5.77	—	ADR B SEK 10	294821608
ISRG	INTUITIVE SURGICAL INC	10,875	$2.778M	0.4%	$255.46 *	$278.72	-11.6%	COM NEW	46120E602
MCHP	MICROCHIP TECHNOLOGY INC.	33,043	$2.768M	0.4%	$83.78 *	$66.20	+12.2%	COM	595017104
KO	COCA COLA CO	44,393	$2.754M	0.4%	$62.03 *	$48.59	+14.0%	COM	191216100
CCI	CROWN CASTLE INC	20,481	$2.741M	0.4%	$133.84 *	$133.13	-11.7%	COM	22822V101
ITW	ILLINOIS TOOL WKS INC	11,203	$2.727M	0.4%	$243.45 *	$161.45	+34.8%	COM	452308109
MKC	MCCORMICK & CO INC	32,674	$2.719M	0.4%	$83.21 *	$75.78	-6.1%	COM NON VTG	579780206
NVO	NOVO-NORDISK A S	16,954	$2.698M	0.4%	$159.14	$73.56	—	ADR	670100205
CLX	CLOROX CO DEL	17,031	$2.695M	0.4%	$158.24 *	$126.18	+8.0%	COM	189054109
NEE	NEXTERA ENERGY INC	34,405	$2.652M	0.4%	$77.08 *	$69.41	+1.8%	COM	65339F101
SCCO	SOUTHERN COPPER CORP	34,611	$2.639M	0.4%	$76.25 *	$44.12	+43.5%	COM	84265V105
HEI/A	HEICO CORP NEW	18,911	$2.57M	0.4%	$135.90 *	$103.63	+27.5%	CL A	422806208
ASML	ASML HOLDING N V	3,761	$2.56M	0.4%	$680.69	$333.31	—	N Y REGISTRY SHS	N07059210
KEYS	KEYSIGHT TECHNOLOGIES INC	15,830	$2.556M	0.4%	$161.48 *	$110.85	+53.1%	COM	49338L103
ROST	ROSS STORES INC	23,774	$2.523M	0.4%	$106.13 *	$86.13	+26.3%	COM	778296103
CHD	CHURCH & DWIGHT CO INC	28,375	$2.509M	0.4%	$88.41 *	$92.76	-13.0%	COM	171340102
MTD	METTLER TOLEDO INTERNATIONAL	1,630	$2.495M	0.4%	$1530.52	$975.15	+54.0%	COM	592688105
TXN	TEXAS INSTRS INC	13,408	$2.494M	0.4%	$186.01 *	$132.68	+21.6%	COM	882508104
MLM	MARTIN MARIETTA MATLS INC	7,024	$2.494M	0.4%	$355.06 *	$336.16	+2.6%	COM	573284106
AZO	AUTOZONE INC	1,014	$2.492M	0.4%	$2457.98	$1606.04	+51.9%	COM	053332102
TJX	TJX COS INC NEW	31,636	$2.479M	0.4%	$78.36 *	$54.22	+39.5%	COM	872540109
GRMN	GARMIN LTD	24,507	$2.473M	0.4%	$100.92 *	$101.92	-9.7%	SHS	H2906T109
FND	FLOOR & DECOR HLDGS INC	24,764	$2.432M	0.3%	$98.22 *	$89.87	-0.0%	CL A	339750101
ULTA	ULTA BEAUTY INC	4,457	$2.432M	0.3%	$545.66 *	$320.45	+60.2%	COM	90384S303
NKE	NIKE INC	19,796	$2.428M	0.3%	$122.64 *	$106.86	+9.2%	CL B	654106103
RIO	RIO TINTO PLC	35,241	$2.418M	0.3%	$68.60	$63.30	—	SPONSORED ADR	767204100
MRVL	MARVELL TECHNOLOGY INC	55,527	$2.404M	0.3%	$43.30 *	$55.11	-24.4%	COM	573874104
UPS	UNITED PARCEL SERVICE INC	12,371	$2.4M	0.3%	$193.99 *	$160.85	-1.7%	CL B	911312106
ROP	ROPER TECHNOLOGIES INC	5,440	$2.398M	0.3%	$440.73 *	$380.94	+11.4%	COM	776696106
HOLX	HOLOGIC INC	29,205	$2.357M	0.3%	$80.70	$64.98	+23.9%	COM	436440101
SBUX	STARBUCKS CORP	22,566	$2.35M	0.3%	$104.13 *	$69.08	+40.5%	COM	855244109
SPSC	SPS COMM INC	15,340	$2.336M	0.3%	$152.30 *	$94.01	+50.9%	COM	78463M107
GLW	CORNING INC	65,074	$2.296M	0.3%	$35.28 *	$28.86	+11.3%	COM	219350105
—	UNILEVER PLC	44,005	$2.285M	0.3%	$51.93	$52.95	—	SPON ADR NEW	904767704
AEM	AGNICO EAGLE MINES LTD	44,741	$2.28M	0.3%	$50.97 *	$48.47	-0.8%	COM	008474108
CRWD	CROWDSTRIKE HLDGS INC	16,525	$2.268M	0.3%	$137.26 *	$150.01	-22.9%	CL A	22788C105
ADM	ARCHER DANIELS MIDLAND CO	28,138	$2.241M	0.3%	$79.66 *	$57.60	+29.2%	COM	039483102
ALGN	ALIGN TECHNOLOGY INC	6,687	$2.234M	0.3%	$334.15 *	$300.99	-2.0%	COM	016255101
POOL	POOL CORP	6,493	$2.223M	0.3%	$342.44	$397.82	-14.4%	COM	73278L105
MORN	MORNINGSTAR INC	10,871	$2.207M	0.3%	$203.03 *	$276.61	-20.5%	COM	617700109
ALLE	ALLEGION PLC	20,642	$2.203M	0.3%	$106.73	$96.46	+12.0%	ORD SHS	G0176J109
DD	DUPONT DE NEMOURS INC	30,687	$2.202M	0.3%	$71.77 *	$28.11	+2.0%	COM	26614N102
PAYC	PAYCOM SOFTWARE INC	7,133	$2.169M	0.3%	$304.01 *	$272.68	+8.2%	COM	70432V102
MNST	MONSTER BEVERAGE CORP NEW	39,984	$2.16M	0.3%	$54.01 *	$44.31	+15.7%	COM	61174X109
CPRT	COPART INC	28,700	$2.159M	0.3%	$75.21 *	$26.96	+26.1%	COM	217204106
PNR	PENTAIR PLC	38,846	$2.147M	0.3%	$55.27 *	$43.61	+17.8%	SHS	G7S00T104
SHW	SHERWIN WILLIAMS CO	9,387	$2.11M	0.3%	$224.77	$227.52	-2.0%	COM	824348106
NVST	ENVISTA HOLDINGS CORPORATION	51,369	$2.1M	0.3%	$40.88 *	$38.83	-2.1%	COM	29415F104
BMY	BRISTOL-MYERS SQUIBB CO	30,241	$2.096M	0.3%	$69.31 *	$52.29	+17.6%	COM	110122108
HELE	HELEN OF TROY LTD	21,945	$2.089M	0.3%	$95.17 *	$165.66	-35.4%	COM	G4388N106
OLLI	OLLIES BARGAIN OUTLET HLDGS	35,892	$2.08M	0.3%	$57.94 *	$59.83	-8.1%	COM	681116109
TECH	BIO-TECHNE CORP	27,848	$2.066M	0.3%	$74.19 *	$74.53	+2.0%	COM	09073M104
BRKR	BRUKER CORP	25,519	$2.012M	0.3%	$78.84 *	$62.82	+13.7%	COM	116794108
DOCU	DOCUSIGN INC	34,227	$1.995M	0.3%	$58.30 *	$101.61	-41.3%	COM	256163106
RGEN	REPLIGEN CORP	11,697	$1.969M	0.3%	$168.36 *	$192.83	-7.5%	COM	759916109
FMC	FMC CORP	16,079	$1.964M	0.3%	$122.13 *	$90.71	+23.1%	COM NEW	302491303
CSX	CSX CORP	65,461	$1.96M	0.3%	$29.94	$29.47	0.0%	COM	126408103
PFE	PFIZER INC	47,879	$1.953M	0.3%	$40.80 *	$34.45	+6.1%	COM	717081103
CMG	CHIPOTLE MEXICAN GRILL INC	1,126	$1.924M	0.3%	$1709.03 *	$27.91	+12.6%	COM	169656105
OLED	UNIVERSAL DISPLAY CORP	12,366	$1.918M	0.3%	$155.13 *	$163.58	-20.3%	COM	91347P105
MGA	MAGNA INTL INC	35,716	$1.913M	0.3%	$53.57 *	$53.69	-3.3%	COM	559222401
CBRE	CBRE GROUP INC	26,164	$1.905M	0.3%	$72.81 *	$79.42	+2.9%	CL A	12504L109
HSY	HERSHEY CO	7,472	$1.901M	0.3%	$254.41 *	$153.05	+41.9%	COM	427866108
ZTS	ZOETIS INC	11,392	$1.896M	0.3%	$166.44 *	$167.18	-4.9%	CL A	98978V103
CNI	CANADIAN NATL RY CO	15,880	$1.873M	0.3%	$117.97 *	$115.90	-3.8%	COM	136375102
EQIX	EQUINIX INC	2,587	$1.865M	0.3%	$721.09 *	$570.14	+16.2%	COM	29444U700
AVB	AVALONBAY CMNTYS INC	11,099	$1.865M	0.3%	$168.06 *	$180.52	-15.0%	COM	053484101
TREX	TREX CO INC	38,230	$1.861M	0.3%	$48.67 *	$69.39	-27.1%	COM	89531P105
BILL	BILL HOLDINGS INC	22,890	$1.857M	0.3%	$81.14 *	$216.96	-57.3%	COM	090043100
ABBV	ABBVIE INC	11,630	$1.853M	0.3%	$159.37 *	$132.22	+4.5%	COM	00287Y109
CMI	CUMMINS INC	7,757	$1.853M	0.3%	$238.89 *	$169.12	+34.8%	COM	231021106
EL	LAUDER ESTEE COS INC	7,484	$1.845M	0.3%	$246.47 *	$214.67	+12.1%	CL A	518439104
WK	WORKIVA INC	18,006	$1.844M	0.3%	$102.41 *	$107.34	-15.6%	COM CL A	98139A105
ETN	EATON CORP PLC	10,761	$1.844M	0.3%	$171.34 *	$117.71	+36.1%	SHS	G29183103
ADSK	AUTODESK INC	8,857	$1.844M	0.3%	$208.16	$283.21	-27.3%	COM	052769106
TPL	TEXAS PACIFIC LAND CORPORATI	1,084	$1.843M	0.3%	$1700.29 *	$124.97	+61.1%	COM	88262P102
HAL	HALLIBURTON CO	58,242	$1.843M	0.3%	$31.64 *	$30.02	+15.4%	COM	406216101
TSM	TAIWAN SEMICONDUCTOR MFG LTD	19,765	$1.839M	0.3%	$93.02	$116.87	—	SPONSORED ADS	874039100
O	REALTY INCOME CORP	28,975	$1.835M	0.3%	$63.32 *	$51.86	+6.3%	COM	756109104
LOGI	LOGITECH INTL S A	31,597	$1.835M	0.3%	$58.06 *	$80.70	-32.8%	SHS	H50430232
BKNG	BOOKING HOLDINGS INC	682	$1.81M	0.3%	$2653.30 *	$1995.44	+20.0%	COM	09857L108
GMAB	GENMAB A/S	47,713	$1.802M	0.3%	$37.76	$36.78	—	SPONSORED ADS	372303206
NCNO	NCINO INC	72,573	$1.798M	0.3%	$24.78 *	$29.50	-10.6%	COM	63947X101
MMM	3M CO	17,021	$1.789M	0.3%	$105.11 *	$104.37	-18.7%	COM	88579Y101
EOG	EOG RES INC	15,599	$1.788M	0.3%	$114.63 *	$66.43	+64.6%	COM	26875P101
EQR	EQUITY RESIDENTIAL	29,740	$1.784M	0.3%	$60.00 *	$64.53	-15.9%	SH BEN INT	29476L107
CSCO	CISCO SYS INC	34,077	$1.781M	0.3%	$52.27 *	$42.25	+6.1%	COM	17275R102
RVLV	REVOLVE GROUP INC	67,663	$1.78M	0.3%	$26.30	$26.23	-1.6%	CL A	76156B107
MTN	VAIL RESORTS INC	7,436	$1.738M	0.2%	$233.68 *	$269.27	-10.5%	COM	91879Q109
SJM	SMUCKER J M CO	11,022	$1.734M	0.2%	$157.36 *	$137.05	0.0%	COM NEW	832696405
SBAC	SBA COMMUNICATIONS CORP NEW	6,628	$1.73M	0.2%	$261.07	$280.27	-6.9%	CL A	78410G104
ENPH	ENPHASE ENERGY INC	8,193	$1.723M	0.2%	$210.29 *	$216.60	0.0%	COM	29355A107
PSX	PHILLIPS 66	16,870	$1.71M	0.2%	$101.38 *	$81.20	+12.9%	COM	718546104
AMGN	AMGEN INC	7,022	$1.698M	0.2%	$241.76 *	$204.07	+9.8%	COM	031162100
TMO	THERMO FISHER SCIENTIFIC INC	2,815	$1.622M	0.2%	$576.32 *	$477.41	+17.0%	COM	883556102
NEM	NEWMONT CORP	33,050	$1.62M	0.2%	$49.02 *	$56.53	-20.7%	COM	651639106
—	ASPEN TECHNOLOGY INC	7,024	$1.608M	0.2%	$228.87	$193.75	—	COM	29109X106
IEX	IDEX CORP	6,799	$1.571M	0.2%	$231.03 *	$178.02	+22.9%	COM	45167R104
LEVI	LEVI STRAUSS & CO NEW	84,541	$1.541M	0.2%	$18.23 *	$19.88	-21.1%	CL A COM STK	52736R102
TEAM	ATLASSIAN CORPORATION	8,911	$1.525M	0.2%	$171.17 *	$159.19	+0.2%	CL A	049468101
USPH	U S PHYSICAL THERAPY	15,498	$1.517M	0.2%	$97.91 *	$100.66	-5.2%	COM	90337L108
ONON	ON HLDG AG	48,709	$1.511M	0.2%	$31.03 *	$21.64	+4.6%	NAMEN AKT A	H5919C104
UNP	UNION PAC CORP	7,465	$1.502M	0.2%	$201.25 *	$165.79	+14.2%	COM	907818108
WM	WASTE MGMT INC DEL	9,175	$1.497M	0.2%	$163.18 *	$155.67	-6.0%	COM	94106L109
KTB	KONTOOR BRANDS INC	30,916	$1.496M	0.2%	$48.39 *	$54.71	-13.4%	COM	50050N103
TRMB	TRIMBLE INC	27,877	$1.461M	0.2%	$52.42	$71.71	-25.6%	COM	896239100
NTAP	NETAPP INC	22,218	$1.419M	0.2%	$63.85 *	$65.04	-7.0%	COM	64110D104
OFLX	OMEGA FLEX INC	12,724	$1.418M	0.2%	$111.44 *	$111.41	-2.6%	COM	682095104
PLNT	PLANET FITNESS INC	18,255	$1.418M	0.2%	$77.67 *	$72.12	+10.7%	CL A	72703H101
MAA	MID-AMER APT CMNTYS INC	9,198	$1.389M	0.2%	$151.04 *	$138.52	+2.2%	COM	59522J103
SSTK	SHUTTERSTOCK INC	18,750	$1.361M	0.2%	$72.60 *	$82.36	-15.1%	COM	825690100
ZBRA	ZEBRA TECHNOLOGIES CORPORATI	4,235	$1.347M	0.2%	$317.98 *	$271.51	+11.3%	CL A	989207105
LECO	LINCOLN ELEC HLDGS INC	7,778	$1.315M	0.2%	$169.11 *	$158.57	+3.9%	COM	533900106
GNRC	GENERAC HLDGS INC	12,115	$1.309M	0.2%	$108.01 *	$184.14	-37.2%	COM	368736104
NOVT	NOVANTA INC	8,225	$1.309M	0.2%	$159.09 *	$135.12	+13.6%	COM	67000B104
—	PIONEER NAT RES CO	6,268	$1.28M	0.2%	$204.23	$169.52	—	COM	723787107
LFUS	LITTELFUSE INC	4,761	$1.276M	0.2%	$268.07 *	$246.21	+4.4%	COM	537008104
AMT	AMERICAN TOWER CORP NEW	6,105	$1.248M	0.2%	$204.35 *	$189.59	0.0%	COM	03027X100
—	TE CONNECTIVITY LTD	9,473	$1.242M	0.2%	$131.15	$94.63	—	SHS	H84989104
BWA	BORGWARNER INC	25,200	$1.238M	0.2%	$49.11 *	$39.79	0.0%	COM	099724106
CHRW	C H ROBINSON WORLDWIDE INC	12,183	$1.211M	0.2%	$99.37 *	$91.50	0.0%	COM NEW	12541W209
—	FOOT LOCKER INC	30,342	$1.204M	0.2%	$39.69	$39.69	—	COM	344849104
NDSN	NORDSON CORP	5,409	$1.202M	0.2%	$222.25	$220.62	0.0%	COM	655663102
WY	WEYERHAEUSER CO MTN BE	39,702	$1.196M	0.2%	$30.13 *	$31.21	-8.4%	COM NEW	962166104
GTM	ZOOMINFO TECHNOLOGIES INC	47,330	$1.17M	0.2%	$24.71 *	$39.50	-35.0%	COMMON STOCK	98980F104
AMD	ADVANCED MICRO DEVICES INC	11,663	$1.143M	0.2%	$98.01 *	$95.31	-14.6%	COM	007903107
JCI	JOHNSON CTLS INTL PLC	18,848	$1.135M	0.2%	$60.22	$58.65	+3.5%	SHS	G51502105
—	OLO INC	137,763	$1.124M	0.2%	$8.16	$11.16	—	CL A	68134L109
EXR	EXTRA SPACE STORAGE INC	6,808	$1.109M	0.2%	$162.92 *	$133.32	+3.7%	COM	30225T102
TT	TRANE TECHNOLOGIES PLC	5,862	$1.079M	0.2%	$183.99 *	$124.22	+41.6%	SHS	G8994E103
FIX	COMFORT SYS USA INC	7,383	$1.078M	0.2%	$145.95 *	$65.96	+94.4%	COM	199908104
WSC	WILLSCOT MOBIL MINI HLDNG CO	22,828	$1.07M	0.2%	$46.88 *	$37.62	+28.0%	COM CL A	971378104
AMZN	AMAZON COM INC	10,305	$1.064M	0.2%	$103.29 *	$124.48	-22.4%	COM	023135106
INTC	INTEL CORP	32,135	$1.05M	0.1%	$32.67 *	$39.91	-31.0%	COM	458140100
DDOG	DATADOG INC	14,044	$1.02M	0.1%	$72.66	$98.59	-25.5%	CL A COM	23804L103
YETI	YETI HLDGS INC	25,289	$1.012M	0.1%	$40.00 *	$37.62	+9.7%	COM	98585X104
NXPI	NXP SEMICONDUCTORS N V	5,422	$1.011M	0.1%	$186.46 *	$149.70	+12.7%	COM	N6596X109
HUBS	HUBSPOT INC	2,289	$981K	0.1%	$428.67 *	$322.26	+13.2%	COM	443573100
BLKB	BLACKBAUD INC	13,880	$962K	0.1%	$69.30 *	$65.71	-8.8%	COM	09227Q100
ARE	ALEXANDRIA REAL ESTATE EQ IN	7,507	$943K	0.1%	$125.60	$132.78	-4.9%	COM	015271109
HPQ	HP INC	31,224	$916K	0.1%	$29.35 *	$27.15	-5.3%	COM	40434L105
LEA	LEAR CORP	6,551	$914K	0.1%	$139.48 *	$144.56	-11.5%	COM NEW	521865204
MAX	MEDIAALPHA INC	59,709	$894K	0.1%	$14.98 *	$31.83	-57.5%	CL A	58450V104
—	ANSYS INC	2,576	$857K	0.1%	$332.75	$226.60	—	COM	03662Q105
CTSH	COGNIZANT TECHNOLOGY SOLUTIO	13,841	$843K	0.1%	$60.93	$73.26	-18.5%	CL A	192446102
ESS	ESSEX PPTY TR INC	4,004	$837K	0.1%	$209.13 *	$255.01	-22.9%	COM	297178105
FELE	FRANKLIN ELEC INC	8,799	$828K	0.1%	$94.10 *	$61.54	+42.1%	COM	353514102
COKE	COCA COLA CONS INC	1,544	$826K	0.1%	$534.93 *	$38.29	+30.1%	COM	191098102
ILMN	ILLUMINA INC	3,543	$824K	0.1%	$232.58 *	$288.04	-29.0%	COM	452327109
SUI	SUN CMNTYS INC	5,821	$820K	0.1%	$140.88	$142.79	—	COM	866674104
DHI	D R HORTON INC	8,231	$804K	0.1%	$97.69 *	$91.59	+1.3%	COM	23331A109
—	WNS HLDGS LTD	8,625	$804K	0.1%	$93.17	$81.93	—	SPON ADR	92932M101
ICFI	ICF INTL INC	7,296	$800K	0.1%	$109.71 *	$100.68	+3.4%	COM	44925C103
VMC	VULCAN MATLS CO	4,573	$784K	0.1%	$171.54	$149.49	+16.1%	COM	929160109
WCN	WASTE CONNECTIONS INC	5,595	$778K	0.1%	$139.08 *	$109.02	+19.8%	COM	94106B101
ONTO	ONTO INNOVATION INC	8,823	$775K	0.1%	$87.87 *	$61.35	+32.2%	COM	683344105
DIOD	DIODES INC	8,256	$766K	0.1%	$92.76 *	$65.91	+35.8%	COM	254543101
ELS	EQUITY LIFESTYLE PPTYS INC	11,319	$760K	0.1%	$67.13	$67.53	—	COM	29472R108
KFRC	KFORCE INC	11,793	$746K	0.1%	$63.24 *	$56.45	+5.2%	COM	493732101
PSA	PUBLIC STORAGE	2,420	$731K	0.1%	$302.14 *	$260.60	0.0%	COM	74460D109
NRC	NATIONAL RESH CORP	16,470	$717K	0.1%	$43.51	$39.28	+12.4%	COM NEW	637372202
OMCL	OMNICELL COM	12,106	$710K	0.1%	$58.67 *	$94.05	-41.4%	COM	68213N109
IDA	IDACORP INC	6,454	$699K	0.1%	$108.32 *	$108.72	-3.4%	COM	451107106
CSW	CSW INDUSTRIALS INC	5,016	$697K	0.1%	$138.93 *	$97.45	+36.9%	COM	126402106
GWRE	GUIDEWIRE SOFTWARE INC	8,391	$689K	0.1%	$82.05 *	$108.17	-32.8%	COM	40171V100
ZBH	ZIMMER BIOMET HOLDINGS INC	5,292	$684K	0.1%	$129.19 *	$146.60	-16.6%	COM	98956P102
PR	PERMIAN RESOURCES CORP	64,888	$681K	0.1%	$10.50 *	$9.60	+6.4%	CLASS A COM	71424F105
TWLO	TWILIO INC	10,080	$672K	0.1%	$66.63 *	$190.54	-67.6%	CL A	90138F102
MCO	MOODYS CORP	2,172	$665K	0.1%	$305.97 *	$247.98	+19.0%	COM	615369105
BOOT	BOOT BARN HLDGS INC	8,656	$663K	0.1%	$76.64	$73.44	+4.4%	COM	099406100
—	BARNES GROUP INC	16,069	$647K	0.1%	$40.28	$43.13	—	COM	067806109
CUBE	CUBESMART	13,914	$643K	0.1%	$46.22	$49.76	—	COM	229663109
GLD	SPDR GOLD TR	3,510	$643K	0.1%	$183.22	$157.82	—	GOLD SHS	78463V107
—	FORWARD AIR CORP	5,962	$642K	0.1%	$107.76	$62.02	—	COM	349853101
AEIS	ADVANCED ENERGY INDS	6,550	$642K	0.1%	$97.99 *	$84.95	+9.8%	COM	007973100
DORM	DORMAN PRODS INC	7,327	$632K	0.1%	$86.26 *	$88.50	+0.6%	COM	258278100
BCPC	BALCHEM CORP	4,983	$630K	0.1%	$126.48	$109.21	+16.5%	COM	057665200
AMH	AMERICAN HOMES 4 RENT	20,017	$630K	0.1%	$31.45	$32.47	—	CL A	02665T306
AVNS	AVANOS MED INC	21,059	$626K	0.1%	$29.74 *	$33.07	-12.2%	COM	05350V106
CPT	CAMDEN PPTY TR	5,944	$623K	0.1%	$104.84 *	$112.41	-9.6%	SH BEN INT	133131102
EYE	NATIONAL VISION HLDGS INC	32,309	$609K	0.1%	$18.84 *	$40.49	-19.6%	COM	63845R107
IART	INTEGRA LIFESCIENCES HLDGS C	10,568	$607K	0.1%	$57.41	$62.35	-9.6%	COM NEW	457985208
BBY	BEST BUY INC	7,489	$586K	0.1%	$78.27 *	$63.69	+12.2%	COM	086516101
—	LABORATORY CORP AMER HLDGS	2,513	$577K	0.1%	$229.45	$186.79	—	COM NEW	50540R409
KFY	KORN FERRY	11,029	$571K	0.1%	$51.74 *	$59.38	-14.8%	COM NEW	500643200
CTS	CTS CORP	11,445	$566K	0.1%	$49.46 *	$32.55	+36.0%	COM	126501105
AMN	AMN HEALTHCARE SVCS INC	6,785	$563K	0.1%	$82.96 *	$90.15	+4.4%	COM	001744101
ALNY	ALNYLAM PHARMACEUTICALS INC	2,714	$544K	0.1%	$200.35 *	$184.83	+13.7%	COM	02043Q107
SUPN	SUPERNUS PHARMACEUTICALS INC	14,815	$537K	0.1%	$36.23 *	$28.03	+37.2%	COM	868459108
REXR	REXFORD INDL RLTY INC	8,907	$531K	0.1%	$59.65	$54.91	—	COM	76169C100
HWM	HOWMET AEROSPACE INC	12,355	$523K	0.1%	$42.37 *	$40.61	0.0%	COM	443201108
AMBA	AMBARELLA INC	6,490	$502K	0.1%	$77.42 *	$76.31	+12.2%	SHS	G037AX101
—	ENGAGESMART INC	25,571	$492K	0.1%	$19.25	$18.38	—	COMMON STOCK	29283F103
—	HOSTESS BRANDS INC	18,948	$471K	0.1%	$24.88	$24.88	—	CL A	44109J106
CMBM	CAMBIUM NETWORKS CORP	26,173	$464K	0.1%	$17.72 *	$31.70	-35.8%	SHS	G17766109
NIO	NIO INC	43,299	$455K	0.1%	$10.51	$17.56	—	SPON ADS	62914V106
DGX	QUEST DIAGNOSTICS INC	3,181	$450K	0.1%	$141.49 *	$110.63	+22.2%	COM	74834L100
PCH	POTLATCHDELTIC CORPORATION	9,079	$449K	0.1%	$49.50	$52.00	—	COM	737630103
WAB	WABTEC	4,439	$449K	0.1%	$101.06	$89.32	+12.5%	COM	929740108
ADUS	ADDUS HOMECARE CORP	4,192	$448K	0.1%	$106.75 *	$92.59	+12.7%	COM	006739106
VRSK	VERISK ANALYTICS INC	2,308	$443K	0.1%	$191.86 *	$167.18	+6.3%	COM	92345Y106
LZB	LA Z BOY INC	14,717	$428K	0.1%	$29.08 *	$26.62	+6.9%	COM	505336107
POWI	POWER INTEGRATIONS INC	5,029	$426K	0.1%	$84.65 *	$68.76	+16.2%	COM	739276103
DAVA	ENDAVA PLC	6,274	$421K	0.1%	$67.18	$73.86	—	ADS	29260V105
DG	DOLLAR GEN CORP NEW	1,992	$419K	0.1%	$210.41	$212.09	0.0%	COM	256677105
SITE	SITEONE LANDSCAPE SUPPLY INC	3,035	$415K	0.1%	$136.88 *	$164.22	-14.2%	COM	82982L103
AZTA	AZENTA INC	9,220	$411K	0.1%	$44.62 *	$59.35	-16.6%	COM	114340102
LLY	LILLY ELI & CO	1,189	$408K	0.1%	$343.54 *	$244.08	+35.2%	COM	532457108
EXLS	EXLSERVICE HOLDINGS INC	2,486	$402K	0.1%	$161.86 *	$32.63	+1.6%	COM	302081104
CPK	CHESAPEAKE UTILS CORP	3,129	$401K	0.1%	$128.00 *	$121.72	-4.2%	COM	165303108
MLAB	MESA LABS INC	2,166	$378K	0.1%	$174.69	$263.22	-33.1%	COM	59064R109
ADC	AGREE RLTY CORP	5,454	$374K	0.1%	$68.61	$67.45	—	COM	008492100
XYZ	BLOCK INC	5,431	$373K	0.1%	$68.66 *	$86.47	-13.4%	CL A	852234103
—	COOPER COS INC	996	$372K	0.1%	$373.36	$373.36	—	COM NEW	216648402
MEDP	MEDPACE HLDGS INC	1,762	$331K	0.0%	$188.02 *	$134.78	+53.5%	COM	58506Q109
ROKU	ROKU INC	4,887	$322K	0.0%	$65.82 *	$193.11	-69.7%	COM CL A	77543R102
ZM	ZOOM VIDEO COMMUNICATIONS IN	4,113	$304K	0.0%	$73.84 *	$233.88	-69.2%	CL A	98980L101
SPT	SPROUT SOCIAL INC	4,831	$294K	0.0%	$60.88	$90.48	-32.3%	COM CL A	85209W109
HRMY	HARMONY BIOSCIENCES HLDGS IN	8,222	$268K	0.0%	$32.65 *	$45.54	0.0%	COM	413197104
INTU	INTUIT	601	$268K	0.0%	$445.94 *	$374.31	+7.7%	COM	461202103
SLB	SCHLUMBERGER LTD	5,381	$264K	0.0%	$49.10	$49.39	0.0%	COM STK	806857108
EGP	EASTGROUP PPTYS INC	1,571	$260K	0.0%	$165.33	$165.33	—	COM	277276101
FR	FIRST INDL RLTY TR INC	4,882	$260K	0.0%	$53.20	$53.20	—	COM	32054K103
APPF	APPFOLIO INC	2,073	$258K	0.0%	$124.49 *	$120.64	0.0%	COM CL A	03783C100
NVEC	NVE CORP	2,996	$249K	0.0%	$83.00 *	$74.67	0.0%	COM NEW	629445206
PCRX	PACIRA BIOSCIENCES INC	6,046	$247K	0.0%	$40.81 *	$56.78	-29.9%	COM	695127100
UNH	UNITEDHEALTH GROUP INC	518	$245K	0.0%	$472.59 *	$471.05	-2.9%	COM	91324P102
CHCT	COMMUNITY HEALTHCARE TR INC	6,244	$229K	0.0%	$36.60	$38.08	—	COM	20369C106
CHWY	CHEWY INC	5,914	$221K	0.0%	$37.38 *	$38.98	+6.2%	CL A	16679L109
NTLA	INTELLIA THERAPEUTICS INC	5,809	$217K	0.0%	$37.27 *	$66.82	-41.3%	COM	45826J105
DV	DOUBLEVERIFY HLDGS INC	7,149	$216K	0.0%	$30.15 *	$26.19	0.0%	COM	25862V105
AAP	ADVANCE AUTO PARTS INC	1,671	$203K	0.0%	$121.63 *	$173.37	-24.5%	COM	00751Y106
—	ITERIS INC NEW	36,219	$170K	0.0%	$4.69	$5.84	—	COM	46564T107
—	KANDI TECHNOLOGIES GROUP INC	31,088	$85,803	0.0%	$2.76	$6.70	—	COM	483709101
CBAT	CBAK ENERGY TECHNOLOGY INC	70,451	$61,997	0.0%	$0.88 *	$5.06	-79.5%	COM	14986C102
GRPN	GROUPON INC	10,000	$42,100	0.0%	$4.21 *	$6.91	0.0%	COM NEW	399473206
—	STRATA SKIN SCIENCES INC	35,500	$37,584	0.0%	$1.06	$1.22	—	COM NEW	86272A206
—	GINKGO BIOWORKS HOLDINGS INC	26,904	$35,782	0.0%	$1.33	$2.04	—	CL A SHS	37611X100
—	AYRO INC	12,158	$6,633	0.0%	$0.55	$2.96	—	COM	054748108
—	LIPOCINE INC NEW	15,000	$4,772	0.0%	$0.32	$0.32	—	COM	53630X104