Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AAPL	APPLE INC	172,452	$29.53M	4.2%	$108.70	+66.8%	COM	037833100
MSFT	MICROSOFT CORP	67,604	$21.35M	3.0%	$185.19	+75.3%	COM	594918104
GOOGL	ALPHABET INC	111,935	$14.65M	2.1%	$108.62	+18.2%	CAP STK CL A	02079K305
NVDA	NVIDIA CORPORATION	26,222	$11.41M	1.6%	$17.45	+156.5%	COM	67066G104
META	META PLATFORMS INC	37,716	$11.32M	1.6%	$187.22	+59.8%	CL A	30303M102
TSLA	TESLA INC	40,225	$10.07M	1.4%	$211.57	+21.4%	COM	88160R101
KLAC	KLA CORP	17,495	$8.024M	1.1%	$252.60	+85.9%	COM NEW	482480100
PG	PROCTER AND GAMBLE CO	50,283	$7.334M	1.0%	$117.87	+22.3%	COM	742718109
CSGP	COSTAR GROUP INC	94,379	$7.257M	1.0%	$80.96	+2.3%	COM	22160N109
V	VISA INC	30,356	$6.982M	1.0%	$209.90	+12.5%	COM CL A	92826C839
JNJ	JOHNSON & JOHNSON	44,465	$6.925M	1.0%	$132.72	+15.5%	COM	478160104
MRK	MERCK & CO INC	58,231	$5.995M	0.8%	$68.15	+46.5%	COM	58933Y105
EXPD	EXPEDITORS INTL WASH INC	48,624	$5.574M	0.8%	$95.54	+20.8%	COM	302130109
GPC	GENUINE PARTS CO	37,043	$5.348M	0.8%	$99.51	+45.2%	COM	372460105
CVX	CHEVRON CORP NEW	31,326	$5.282M	0.7%	$108.62	+34.2%	COM	166764100
NUE	NUCOR CORP	33,784	$5.282M	0.7%	$111.85	+42.6%	COM	670346105
EMR	EMERSON ELEC CO	54,486	$5.262M	0.7%	$73.69	+23.7%	COM	291011104
BDX	BECTON DICKINSON & CO	20,108	$5.199M	0.7%	$228.91	+12.8%	COM	075887109
IMO	IMPERIAL OIL LTD	84,325	$5.194M	0.7%	$38.57	+33.5%	COM NEW	453038408
VEEV	VEEVA SYS INC	25,495	$5.187M	0.7%	$182.93	+10.1%	CL A COM	922475108
AMAT	APPLIED MATLS INC	37,461	$5.186M	0.7%	$81.95	+71.3%	COM	038222105
GWW	GRAINGER W W INC	7,437	$5.146M	0.7%	$372.00	+90.5%	COM	384802104
PLD	PROLOGIS INC.	45,499	$5.105M	0.7%	$97.28	+16.2%	COM	74340W103
CTAS	CINTAS CORP	10,378	$4.992M	0.7%	$71.97	+69.6%	COM	172908105
ISRG	INTUITIVE SURGICAL INC	16,533	$4.832M	0.7%	$291.82	+7.0%	COM NEW	46120E602
WST	WEST PHARMACEUTICAL SVSC INC	12,579	$4.72M	0.7%	$271.80	+41.4%	COM	955306105
AOS	SMITH A O CORP	71,120	$4.703M	0.7%	$53.75	+26.6%	COM	831865209
TGT	TARGET CORP	42,518	$4.701M	0.7%	$142.08	-18.1%	COM	87612E106
ECL	ECOLAB INC	27,743	$4.7M	0.7%	$165.09	+7.4%	COM	278865100
TYL	TYLER TECHNOLOGIES INC	11,540	$4.456M	0.6%	$341.78	+14.9%	COM	902252105
CDNS	CADENCE DESIGN SYSTEM INC	18,981	$4.447M	0.6%	$96.99	+141.3%	COM	127387108
TTD	THE TRADE DESK INC	56,607	$4.424M	0.6%	$59.11	+36.8%	COM CL A	88339J105
FOXF	FOX FACTORY HLDG CORP	44,502	$4.409M	0.6%	$81.74	+30.8%	COM	35138V102
PWR	QUANTA SVCS INC	23,471	$4.391M	0.6%	$91.21	+119.2%	COM	74762E102
LOW	LOWES COS INC	20,946	$4.353M	0.6%	$140.12	+53.4%	COM	548661107
LULU	LULULEMON ATHLETICA INC	11,236	$4.333M	0.6%	$296.00	+29.1%	COM	550021109
DXCM	DEXCOM INC	44,962	$4.195M	0.6%	$99.07	+13.8%	COM	252131107
PEP	PEPSICO INC	24,726	$4.19M	0.6%	$125.58	+33.1%	COM	713448108
XOM	EXXON MOBIL CORP	34,467	$4.053M	0.6%	$65.97	+53.1%	COM	30231G102
AZN	ASTRAZENECA PLC	59,741	$4.046M	0.6%	$56.58	—	SPONSORED ADR	046353108
AVGO	BROADCOM INC	4,822	$4.005M	0.6%	$38.73	+116.8%	COM	11135F101
MDLZ	MONDELEZ INTL INC	57,500	$3.991M	0.6%	$53.28	+26.2%	CL A	609207105
CNQ	CANADIAN NAT RES LTD	61,555	$3.981M	0.6%	$17.40	+60.1%	COM	136385101
COP	CONOCOPHILLIPS	33,078	$3.963M	0.6%	$57.76	+86.8%	COM	20825C104
ADBE	ADOBE INC	7,587	$3.869M	0.5%	$341.76	+53.5%	COM	00724F101
KMB	KIMBERLY-CLARK CORP	31,965	$3.863M	0.5%	$107.36	+9.7%	COM	494368103
MORN	MORNINGSTAR INC	16,400	$3.842M	0.5%	$251.69	-10.3%	COM	617700109
MDT	MEDTRONIC PLC	48,041	$3.764M	0.5%	$87.06	-10.6%	SHS	G5960L103
ABT	ABBOTT LABS	38,785	$3.756M	0.5%	$89.66	+12.0%	COM	002824100
EW	EDWARDS LIFESCIENCES CORP	54,040	$3.744M	0.5%	$83.42	-3.7%	COM	28176E108
WDAY	WORKDAY INC	17,200	$3.695M	0.5%	$196.49	+18.0%	CL A	98138H101
ALB	ALBEMARLE CORP	21,622	$3.677M	0.5%	$158.60	+20.6%	COM	012653101
—	ARISTA NETWORKS INC	19,307	$3.551M	0.5%	$174.35	—	COM	040413106
PPG	PPG INDS INC	27,204	$3.531M	0.5%	$146.01	-8.9%	COM	693506107
SYY	SYSCO CORP	52,989	$3.5M	0.5%	$72.58	-7.6%	COM	871829107
ODFL	OLD DOMINION FREIGHT LINE IN	8,377	$3.428M	0.5%	$109.61	+82.0%	COM	679580100
LIN	LINDE PLC	8,913	$3.319M	0.5%	$322.30	+14.5%	SHS	G54950103
SPGI	S&P GLOBAL INC	9,036	$3.302M	0.5%	$351.96	+9.6%	COM	78409V104
GEHC	GE HEALTHCARE TECHNOLOGIES I	48,185	$3.279M	0.5%	$76.21	-4.9%	COMMON STOCK	36266G107
HAL	HALLIBURTON CO	79,094	$3.203M	0.5%	$31.80	+16.3%	COM	406216101
CL	COLGATE PALMOLIVE CO	44,985	$3.199M	0.5%	$67.79	+4.5%	COM	194162103
AAON	AAON INC	56,172	$3.194M	0.5%	$44.61	+41.0%	COM PAR $0.004	000360206
ONON	ON HLDG AG	114,434	$3.184M	0.5%	$27.39	+15.6%	NAMEN AKT A	H5919C104
FDS	FACTSET RESH SYS INC	7,188	$3.143M	0.4%	$310.12	+34.0%	COM	303075105
CRM	SALESFORCE INC	15,438	$3.131M	0.4%	$166.51	+28.2%	COM	79466L302
PINS	PINTEREST INC	114,644	$3.099M	0.4%	$37.40	-27.0%	CL A	72352L106
NVO	NOVO-NORDISK A S	33,812	$3.075M	0.4%	$82.19	—	ADR	670100205
—	LAM RESEARCH CORP	4,857	$3.044M	0.4%	$345.54	—	COM	512807108
BWA	BORGWARNER INC	75,400	$3.044M	0.4%	$40.27	+1.7%	COM	099724106
FAST	FASTENAL CO	54,335	$2.969M	0.4%	$18.84	+42.3%	COM	311900104
RGEN	REPLIGEN CORP	18,524	$2.946M	0.4%	$181.60	-10.0%	COM	759916109
GIL	GILDAN ACTIVEWEAR INC	104,261	$2.92M	0.4%	$28.93	-0.7%	COM	375916103
MLM	MARTIN MARIETTA MATLS INC	7,109	$2.918M	0.4%	$336.16	+29.7%	COM	573284106
MTD	METTLER TOLEDO INTERNATIONAL	2,604	$2.886M	0.4%	$1068.08	+14.7%	COM	592688105
DOV	DOVER CORP	20,559	$2.868M	0.4%	$107.13	+31.0%	COM	260003108
TJX	TJX COS INC NEW	32,270	$2.868M	0.4%	$54.47	+56.7%	COM	872540109
TER	TERADYNE INC	28,538	$2.867M	0.4%	$81.03	+28.8%	COM	880770102
A	AGILENT TECHNOLOGIES INC	25,351	$2.835M	0.4%	$102.91	+14.5%	COM	00846U101
MPWR	MONOLITHIC PWR SYS INC	6,122	$2.829M	0.4%	$295.67	+69.8%	COM	609839105
FND	FLOOR & DECOR HLDGS INC	31,242	$2.827M	0.4%	$92.35	+10.3%	CL A	339750101
—	UNILEVER PLC	57,005	$2.816M	0.4%	$52.18	—	SPON ADR NEW	904767704
BILL	BILL HOLDINGS INC	25,764	$2.797M	0.4%	$205.24	-44.6%	COM	090043100
CRWD	CROWDSTRIKE HLDGS INC	16,555	$2.771M	0.4%	$149.83	+3.7%	CL A	22788C105
SPSC	SPS COMM INC	16,230	$2.769M	0.4%	$98.22	+80.7%	COM	78463M107
SCCO	SOUTHERN COPPER CORP	36,709	$2.764M	0.4%	$45.35	+54.0%	COM	84265V105
GRMN	GARMIN LTD	26,023	$2.738M	0.4%	$101.80	-1.2%	SHS	H2906T109
AEM	AGNICO EAGLE MINES LTD	58,876	$2.676M	0.4%	$48.07	-2.9%	COM	008474108
ERIC	ERICSSON	550,321	$2.675M	0.4%	$5.66	—	ADR B SEK 10	294821608
OLLI	OLLIES BARGAIN OUTLET HLDGS	34,441	$2.658M	0.4%	$60.19	+21.2%	COM	681116109
TECH	BIO-TECHNE CORP	38,760	$2.638M	0.4%	$75.63	+3.2%	COM	09073M104
WY	WEYERHAEUSER CO MTN BE	85,511	$2.622M	0.4%	$30.86	-0.8%	COM NEW	962166104
SWKS	SKYWORKS SOLUTIONS INC	26,516	$2.614M	0.4%	$92.39	+6.2%	COM	83088M102
MCHP	MICROCHIP TECHNOLOGY INC.	33,043	$2.579M	0.4%	$66.20	+18.9%	COM	595017104
NCNO	NCINO INC	81,061	$2.578M	0.4%	$29.10	+6.1%	COM	63947X101
ROP	ROPER TECHNOLOGIES INC	5,267	$2.551M	0.4%	$380.94	+26.7%	COM	776696106
DHR	DANAHER CORPORATION	10,280	$2.551M	0.4%	$227.02	-3.0%	COM	235851102
MKC	MCCORMICK & CO INC	33,652	$2.545M	0.4%	$75.90	+3.6%	COM NON VTG	579780206
CHD	CHURCH & DWIGHT CO INC	27,678	$2.536M	0.4%	$92.76	+0.4%	COM	171340102
APD	AIR PRODS & CHEMS INC	8,877	$2.516M	0.4%	$198.75	+38.3%	COM	009158106
LOGI	LOGITECH INTL S A	36,375	$2.508M	0.4%	$78.59	-18.1%	SHS	H50430232
ITW	ILLINOIS TOOL WKS INC	10,859	$2.501M	0.4%	$161.45	+42.5%	COM	452308109
CPRT	COPART INC	57,449	$2.475M	0.4%	$35.71	+24.5%	COM	217204106
POOL	POOL CORP	6,881	$2.45M	0.3%	$395.23	-11.0%	COM	73278L105
ACN	ACCENTURE PLC IRELAND	7,951	$2.442M	0.3%	$304.51	-0.0%	SHS CLASS A	G1151C101
PNR	PENTAIR PLC	37,687	$2.44M	0.3%	$43.61	+50.4%	SHS	G7S00T104
KO	COCA COLA CO	43,502	$2.435M	0.3%	$48.59	+14.7%	COM	191216100
RIO	RIO TINTO PLC	38,179	$2.43M	0.3%	$63.34	—	SPONSORED ADR	767204100
DD	DUPONT DE NEMOURS INC	32,056	$2.391M	0.3%	$28.12	+6.3%	COM	26614N102
ETN	EATON CORP PLC	11,207	$2.39M	0.3%	$120.47	+74.1%	SHS	G29183103
TREX	TREX CO INC	38,240	$2.357M	0.3%	$69.39	-1.1%	COM	89531P105
AVB	AVALONBAY CMNTYS INC	13,666	$2.347M	0.3%	$178.02	-4.8%	COM	053484101
ALLE	ALLEGION PLC	22,494	$2.344M	0.3%	$97.48	+12.1%	ORD SHS	G0176J109
PSA	PUBLIC STORAGE	8,830	$2.327M	0.3%	$260.56	-2.6%	COM	74460D109
SHW	SHERWIN WILLIAMS CO	9,116	$2.325M	0.3%	$227.52	+15.3%	COM	824348106
HELE	HELEN OF TROY LTD	19,838	$2.312M	0.3%	$164.87	-24.5%	COM	G4388N106
MGA	MAGNA INTL INC	43,048	$2.308M	0.3%	$53.55	-0.7%	COM	559222401
CNI	CANADIAN NATL RY CO	21,296	$2.307M	0.3%	$114.26	-4.3%	COM	136375102
TXN	TEXAS INSTRS INC	14,151	$2.25M	0.3%	$134.06	+18.5%	COM	882508104
GLW	CORNING INC	73,616	$2.243M	0.3%	$29.07	+5.6%	COM	219350105
EQR	EQUITY RESIDENTIAL	38,151	$2.24M	0.3%	$62.97	-7.3%	SH BEN INT	29476L107
CLX	CLOROX CO DEL	16,881	$2.212M	0.3%	$126.18	+10.9%	COM	189054109
UBER	UBER TECHNOLOGIES INC	47,917	$2.204M	0.3%	$40.09	+13.9%	COM	90353T100
CTVA	CORTEVA INC	42,091	$2.153M	0.3%	$44.86	+14.9%	COM	22052L104
PSX	PHILLIPS 66	17,746	$2.132M	0.3%	$81.90	+26.2%	COM	718546104
MNST	MONSTER BEVERAGE CORP NEW	40,171	$2.127M	0.3%	$44.31	+28.2%	COM	61174X109
BKNG	BOOKING HOLDINGS INC	686	$2.117M	0.3%	$1995.44	+49.3%	COM	09857L108
KEYS	KEYSIGHT TECHNOLOGIES INC	15,961	$2.112M	0.3%	$110.85	+33.6%	COM	49338L103
TPL	TEXAS PACIFIC LAND CORPORATI	1,156	$2.107M	0.3%	$127.73	+43.4%	COM	88262P102
CMG	CHIPOTLE MEXICAN GRILL INC	1,150	$2.107M	0.3%	$28.07	+38.9%	COM	169656105
CSX	CSX CORP	68,207	$2.097M	0.3%	$29.51	+3.6%	COM	126408103
ALGN	ALIGN TECHNOLOGY INC	6,839	$2.088M	0.3%	$301.56	+14.6%	COM	016255101
SBUX	STARBUCKS CORP	22,870	$2.087M	0.3%	$69.08	+33.8%	COM	855244109
WSC	WILLSCOT MOBIL MINI HLDNG CO	49,924	$2.076M	0.3%	$41.21	+6.8%	COM CL A	971378104
MAA	MID-AMER APT CMNTYS INC	16,076	$2.068M	0.3%	$136.59	-3.8%	COM	59522J103
ASML	ASML HOLDING N V	3,472	$2.044M	0.3%	$333.31	—	N Y REGISTRY SHS	N07059210
NVS	NOVARTIS AG	19,869	$2.024M	0.3%	$85.59	—	SPONSORED ADR	66987V109
HOLX	HOLOGIC INC	29,110	$2.02M	0.3%	$64.98	+16.3%	COM	436440101
ZTS	ZOETIS INC	11,590	$2.016M	0.3%	$167.20	+5.8%	CL A	98978V103
UPS	UNITED PARCEL SERVICE INC	12,843	$2.002M	0.3%	$160.57	-5.6%	CL B	911312106
EQIX	EQUINIX INC	2,741	$1.991M	0.3%	$578.61	+27.2%	COM	29444U700
LSCC	LATTICE SEMICONDUCTOR CORP	23,121	$1.987M	0.3%	$91.00	—	COM	518415104
FMC	FMC CORP	29,516	$1.977M	0.3%	$84.80	-8.4%	COM NEW	302491303
TRMB	TRIMBLE INC	36,304	$1.955M	0.3%	$66.43	-20.3%	COM	896239100
CSCO	CISCO SYS INC	36,149	$1.943M	0.3%	$42.55	+18.2%	COM	17275R102
ADM	ARCHER DANIELS MIDLAND CO	25,746	$1.942M	0.3%	$57.60	+29.5%	COM	039483102
NEE	NEXTERA ENERGY INC	33,814	$1.937M	0.3%	$69.41	-7.2%	COM	65339F101
AU	ANGLOGOLD ASHANTI PLC	122,125	$1.93M	0.3%	$17.52	0.0%	COM SHS	G0378L100
ROST	ROSS STORES INC	17,065	$1.928M	0.3%	$86.13	+29.8%	COM	778296103
NKE	NIKE INC	20,144	$1.926M	0.3%	$106.77	-8.0%	CL B	654106103
IDXX	IDEXX LABS INC	4,404	$1.926M	0.3%	$498.67	0.0%	COM	45168D104
OLED	UNIVERSAL DISPLAY CORP	12,185	$1.913M	0.3%	$163.58	-9.5%	COM	91347P105
AZO	AUTOZONE INC	750	$1.906M	0.3%	$1606.04	+56.3%	COM	053332102
ADSK	AUTODESK INC	8,984	$1.859M	0.3%	$283.21	-25.8%	COM	052769106
ABBV	ABBVIE INC	12,467	$1.858M	0.3%	$132.35	+2.3%	COM	00287Y109
USPH	U S PHYSICAL THERAPY	20,187	$1.852M	0.3%	$102.24	+5.1%	COM	90337L108
PAYC	PAYCOM SOFTWARE INC	7,128	$1.848M	0.3%	$272.68	+9.8%	COM	70432V102
CMI	CUMMINS INC	8,033	$1.835M	0.3%	$170.89	+33.8%	COM	231021106
WK	WORKIVA INC	17,971	$1.821M	0.3%	$107.34	-3.2%	COM CL A	98139A105
TEAM	ATLASSIAN CORPORATION	8,961	$1.806M	0.3%	$159.19	+19.3%	CL A	049468101
ULTA	ULTA BEAUTY INC	4,472	$1.786M	0.3%	$320.45	+36.4%	COM	90384S303
NTAP	NETAPP INC	23,295	$1.768M	0.3%	$65.20	+12.7%	COM	64110D104
MTN	VAIL RESORTS INC	7,965	$1.767M	0.3%	$267.58	-11.3%	COM	91879Q109
SJM	SMUCKER J M CO	14,094	$1.732M	0.2%	$135.42	-4.1%	COM NEW	832696405
PFE	PFIZER INC	51,390	$1.705M	0.2%	$34.27	-10.8%	COM	717081103
EL	LAUDER ESTEE COS INC	11,775	$1.702M	0.2%	$194.66	-18.3%	CL A	518439104
GMAB	GENMAB A/S	47,713	$1.683M	0.2%	$36.78	—	SPONSORED ADS	372303206
DOCU	DOCUSIGN INC	39,823	$1.673M	0.2%	$94.25	-48.0%	COM	256163106
MMM	3M CO	17,720	$1.659M	0.2%	$102.84	-22.6%	COM	88579Y101
CBRE	CBRE GROUP INC	22,338	$1.65M	0.2%	$79.42	+4.4%	CL A	12504L109
WAB	WABTEC	15,431	$1.64M	0.2%	$97.03	+13.4%	COM	929740108
TSM	TAIWAN SEMICONDUCTOR MFG LTD	18,789	$1.633M	0.2%	$116.51	—	SPONSORED ADS	874039100
UNP	UNION PAC CORP	7,906	$1.61M	0.2%	$167.48	+23.1%	COM	907818108
HUBS	HUBSPOT INC	3,237	$1.594M	0.2%	$365.04	+43.1%	COM	443573100
—	PIONEER NAT RES CO	6,711	$1.54M	0.2%	$172.95	—	COM	723787107
—	ASPEN TECHNOLOGY INC	7,409	$1.513M	0.2%	$193.66	—	COM	29109X106
GNRC	GENERAC HLDGS INC	13,640	$1.486M	0.2%	$177.66	-30.4%	COM	368736104
LEA	LEAR CORP	11,066	$1.485M	0.2%	$136.01	-0.5%	COM NEW	521865204
TMO	THERMO FISHER SCIENTIFIC INC	2,897	$1.466M	0.2%	$479.20	+10.4%	COM	883556102
KTB	KONTOOR BRANDS INC	33,008	$1.449M	0.2%	$53.99	-18.9%	COM	50050N103
WM	WASTE MGMT INC DEL	9,442	$1.439M	0.2%	$155.71	+0.2%	COM	94106L109
NVST	ENVISTA HOLDINGS CORPORATION	51,398	$1.433M	0.2%	$38.83	-16.6%	COM	29415F104
LECO	LINCOLN ELEC HLDGS INC	7,788	$1.416M	0.2%	$158.57	+20.5%	COM	533900106
EOG	EOG RES INC	11,106	$1.408M	0.2%	$66.43	+76.4%	COM	26875P101
DDOG	DATADOG INC	14,277	$1.3M	0.2%	$98.60	+0.3%	CL A COM	23804L103
LEVI	LEVI STRAUSS & CO NEW	92,250	$1.253M	0.2%	$19.30	-32.8%	CL A COM STK	52736R102
TT	TRANE TECHNOLOGIES PLC	6,144	$1.247M	0.2%	$127.01	+54.1%	SHS	G8994E103
YETI	YETI HLDGS INC	25,841	$1.246M	0.2%	$37.64	+18.1%	COM	98585X104
—	TE CONNECTIVITY LTD	10,021	$1.238M	0.2%	$96.58	—	SHS	H84989104
—	COOPER COS INC	3,881	$1.234M	0.2%	$380.85	—	COM NEW	216648402
JCI	JOHNSON CTLS INTL PLC	22,980	$1.223M	0.2%	$58.74	+0.7%	SHS	G51502105
CPT	CAMDEN PPTY TR	12,894	$1.22M	0.2%	$104.11	-7.2%	SH BEN INT	133131102
CF	CF INDS HLDGS INC	14,016	$1.202M	0.2%	$65.80	+13.5%	COM	125269100
NEM	NEWMONT CORP	32,345	$1.195M	0.2%	$56.19	-31.8%	COM	651639106
INTC	INTEL CORP	33,493	$1.191M	0.2%	$39.61	-13.6%	COM	458140100
AMZN	AMAZON COM INC	9,364	$1.19M	0.2%	$124.61	+7.5%	COM	023135106
NDSN	NORDSON CORP	5,319	$1.187M	0.2%	$220.62	+5.2%	COM	655663102
NOVT	NOVANTA INC	8,225	$1.18M	0.2%	$135.12	+20.6%	COM	67000B104
LFUS	LITTELFUSE INC	4,763	$1.178M	0.2%	$246.21	+10.0%	COM	537008104
DV	DOUBLEVERIFY HLDGS INC	41,265	$1.153M	0.2%	$32.15	+6.3%	COM	25862V105
NXPI	NXP SEMICONDUCTORS N V	5,698	$1.139M	0.2%	$151.31	+30.9%	COM	N6596X109
AMT	AMERICAN TOWER CORP NEW	6,702	$1.102M	0.2%	$188.03	-10.8%	COM	03027X100
HWM	HOWMET AEROSPACE INC	23,658	$1.094M	0.2%	$43.27	+11.8%	COM	443201108
AMH	AMERICAN HOMES 4 RENT	32,428	$1.092M	0.2%	$33.54	—	CL A	02665T306
BMY	BRISTOL-MYERS SQUIBB CO	18,785	$1.09M	0.2%	$52.29	+3.9%	COM	110122108
ESS	ESSEX PPTY TR INC	5,013	$1.063M	0.2%	$246.28	-13.3%	COM	297178105
ZBRA	ZEBRA TECHNOLOGIES CORPORATI	4,488	$1.061M	0.2%	$272.02	-0.2%	CL A	989207105
CHRW	C H ROBINSON WORLDWIDE INC	11,987	$1.032M	0.1%	$91.50	-4.0%	COM NEW	12541W209
INSP	INSPIRE MED SYS INC	5,189	$1.03M	0.1%	$264.78	-4.8%	COM	457730109
AMD	ADVANCED MICRO DEVICES INC	9,823	$1.01M	0.1%	$95.64	+13.5%	COM	007903107
ENPH	ENPHASE ENERGY INC	8,366	$1.005M	0.1%	$216.01	-34.1%	COM	29355A107
RVLV	REVOLVE GROUP INC	72,795	$991K	0.1%	$25.42	-37.4%	CL A	76156B107
VMC	VULCAN MATLS CO	4,735	$957K	0.1%	$151.24	+41.3%	COM	929160109
PR	PERMIAN RESOURCES CORP	66,488	$928K	0.1%	$9.61	+30.9%	CLASS A COM	71424F105
ICFI	ICF INTL INC	7,656	$925K	0.1%	$101.61	+22.8%	COM	44925C103
FIX	COMFORT SYS USA INC	5,419	$923K	0.1%	$68.07	+155.5%	COM	199908104
CSW	CSW INDUSTRIALS INC	5,220	$915K	0.1%	$99.92	+75.4%	COM	126402106
DHI	D R HORTON INC	8,314	$893K	0.1%	$91.59	+27.7%	COM	23331A109
EXR	EXTRA SPACE STORAGE INC	7,249	$881K	0.1%	$132.85	-8.8%	COM	30225T102
ONTO	ONTO INNOVATION INC	6,819	$870K	0.1%	$61.35	+93.7%	COM	683344105
OFLX	OMEGA FLEX INC	10,655	$839K	0.1%	$111.22	-22.4%	COM	682095104
HEI/A	HEICO CORP NEW	6,351	$821K	0.1%	$104.16	+29.8%	CL A	422806208
FELE	FRANKLIN ELEC INC	9,184	$819K	0.1%	$62.85	+49.8%	COM	353514102
HPQ	HP INC	31,688	$814K	0.1%	$27.16	+2.9%	COM	40434L105
—	LABORATORY CORP AMER HLDGS	4,049	$814K	0.1%	$192.14	—	COM NEW	50540R409
PCH	POTLATCHDELTIC CORPORATION	17,875	$811K	0.1%	$52.11	—	COM	737630103
NRC	NATIONAL RESH CORP	18,241	$809K	0.1%	$39.72	+9.9%	COM NEW	637372202
—	HOSTESS BRANDS INC	24,250	$808K	0.1%	$26.54	—	CL A	44109J106
—	ANSYS INC	2,670	$794K	0.1%	$229.15	—	COM	03662Q105
GWRE	GUIDEWIRE SOFTWARE INC	8,805	$792K	0.1%	$107.21	-22.1%	COM	40171V100
WCN	WASTE CONNECTIONS INC	5,778	$776K	0.1%	$109.88	+25.4%	COM	94106B101
ELS	EQUITY LIFESTYLE PPTYS INC	12,144	$774K	0.1%	$67.36	—	COM	29472R108
ZBH	ZIMMER BIOMET HOLDINGS INC	6,827	$766K	0.1%	$141.69	-12.4%	COM	98956P102
KFRC	KFORCE INC	12,391	$739K	0.1%	$56.65	+7.5%	COM	493732101
SUI	SUN CMNTYS INC	6,205	$734K	0.1%	$141.58	—	COM	866674104
BOOT	BOOT BARN HLDGS INC	9,015	$732K	0.1%	$73.79	+21.9%	COM	099406100
MCO	MOODYS CORP	2,297	$726K	0.1%	$252.40	+32.3%	COM	615369105
EYE	NATIONAL VISION HLDGS INC	43,647	$706K	0.1%	$35.70	-43.9%	COM	63845R107
COKE	COCA COLA CONS INC	1,108	$705K	0.1%	$38.66	+66.4%	COM	191098102
AEIS	ADVANCED ENERGY INDS	6,831	$704K	0.1%	$85.72	+29.6%	COM	007973100
—	WNS HLDGS LTD	10,012	$685K	0.1%	$80.47	—	SPON ADR	92932M101
ADUS	ADDUS HOMECARE CORP	7,781	$663K	0.1%	$92.97	-4.1%	COM	006739106
KFY	KORN FERRY	13,841	$657K	0.1%	$56.75	-15.5%	COM NEW	500643200
BLKB	BLACKBAUD INC	9,298	$654K	0.1%	$65.84	+11.8%	COM	09227Q100
BCPC	BALCHEM CORP	5,193	$644K	0.1%	$110.00	+18.8%	COM	057665200
DIOD	DIODES INC	8,116	$640K	0.1%	$66.31	+26.7%	COM	254543101
NPO	ENPRO INDS INC	5,170	$627K	0.1%	$131.65	0.0%	COM	29355X107
—	FOOT LOCKER INC	35,759	$620K	0.1%	$37.79	—	COM	344849104
LLY	ELI LILLY & CO	1,146	$616K	0.1%	$268.38	+88.8%	COM	532457108
GLD	SPDR GOLD TR	3,510	$602K	0.1%	$157.82	—	GOLD SHS	78463V107
AMN	AMN HEALTHCARE SVCS INC	7,051	$601K	0.1%	$90.32	+5.0%	COM	001744101
DORM	DORMAN PRODS INC	7,672	$581K	0.1%	$88.24	-7.8%	COM	258278100
MRVL	MARVELL TECHNOLOGY INC	10,680	$578K	0.1%	$54.22	+7.9%	COM	573874104
—	BARNES GROUP INC	16,915	$575K	0.1%	$42.86	—	COM	067806109
AVNS	AVANOS MED INC	28,393	$574K	0.1%	$31.24	-27.4%	COM	05350V106
OMCL	OMNICELL COM	12,692	$572K	0.1%	$92.64	-34.6%	COM	68213N109
ENS	ENERSYS	6,009	$569K	0.1%	$100.17	0.0%	COM	29275Y102
POWI	POWER INTEGRATIONS INC	7,447	$568K	0.1%	$73.25	+12.9%	COM	739276103
CUBE	CUBESMART	14,691	$560K	0.1%	$49.26	—	COM	229663109
EXLS	EXLSERVICE HOLDINGS INC	18,362	$515K	0.1%	$29.74	-1.6%	COM	302081104
ILMN	ILLUMINA INC	3,714	$510K	0.1%	$281.75	-41.6%	COM	452327109
BBY	BEST BUY INC	7,226	$502K	0.1%	$63.69	+7.8%	COM	086516101
SLB	SCHLUMBERGER LTD	8,596	$501K	0.1%	$51.18	+6.3%	COM STK	806857108
APPF	APPFOLIO INC	2,649	$484K	0.1%	$126.53	+43.3%	COM CL A	03783C100
REXR	REXFORD INDL RLTY INC	9,779	$483K	0.1%	$54.50	—	COM	76169C100
TWLO	TWILIO INC	8,095	$474K	0.1%	$190.54	-67.3%	CL A	90138F102
GOLF	ACUSHNET HLDGS CORP	8,832	$468K	0.1%	$50.12	+12.1%	COM	005098108
MAX	MEDIAALPHA INC	56,443	$466K	0.1%	$29.94	-70.2%	CL A	58450V104
—	ENGAGESMART INC	25,571	$460K	0.1%	$18.38	—	COMMON STOCK	29283F103
CTS	CTS CORP	10,962	$458K	0.1%	$32.80	+30.1%	COM	126501105
VIAV	VIAVI SOLUTIONS INC	47,628	$435K	0.1%	$9.85	+5.7%	COM	925550105
AMWD	AMERICAN WOODMARK CORPORATIO	5,652	$427K	0.1%	$75.14	0.0%	COM	030506109
SUPN	SUPERNUS PHARMACEUTICALS INC	15,469	$426K	0.1%	$28.22	+7.9%	COM	868459108
DGX	QUEST DIAGNOSTICS INC	3,398	$414K	0.1%	$111.72	+13.9%	COM	74834L100
EGP	EASTGROUP PPTYS INC	2,479	$413K	0.1%	$165.94	—	COM	277276101
SPT	SPROUT SOCIAL INC	8,254	$412K	0.1%	$72.78	-31.1%	COM CL A	85209W109
CPK	CHESAPEAKE UTILS CORP	4,154	$406K	0.1%	$118.52	-9.4%	COM	165303108
ENOV	ENOVIS CORPORATION	7,665	$404K	0.1%	$58.28	0.0%	COM	194014502
DAVA	ENDAVA PLC	7,015	$402K	0.1%	$71.95	—	ADS	29260V105
VRSK	VERISK ANALYTICS INC	1,673	$395K	0.1%	$167.18	+38.9%	COM	92345Y106
SITE	SITEONE LANDSCAPE SUPPLY INC	2,391	$391K	0.1%	$164.22	-0.5%	COM	82982L103
AMBA	AMBARELLA INC	7,168	$380K	0.1%	$76.04	-7.7%	SHS	G037AX101
ZM	ZOOM VIDEO COMMUNICATIONS IN	4,908	$343K	0.0%	$207.13	-66.5%	CL A	98980L101
ROKU	ROKU INC	4,809	$339K	0.0%	$190.17	-59.3%	COM CL A	77543R102
NVEC	NVE CORP	3,952	$325K	0.0%	$77.50	+8.6%	COM NEW	629445206
NIO	NIO INC	35,371	$320K	0.0%	$16.14	—	SPON ADS	62914V106
ADC	AGREE RLTY CORP	5,727	$316K	0.0%	$67.04	—	COM	008492100
DG	DOLLAR GEN CORP NEW	2,890	$306K	0.0%	$204.53	-30.7%	COM	256677105
HRMY	HARMONY BIOSCIENCES HLDGS IN	8,607	$282K	0.0%	$45.05	-22.9%	COM	413197104
UNH	UNITEDHEALTH GROUP INC	550	$278K	0.0%	$470.99	-0.2%	COM	91324P102
XYZ	BLOCK INC	5,837	$258K	0.0%	$83.30	-25.7%	CL A	852234103
FR	FIRST INDL RLTY TR INC	5,316	$253K	0.0%	$52.90	—	COM	32054K103
NTLA	INTELLIA THERAPEUTICS INC	7,752	$245K	0.0%	$59.90	-35.2%	COM	45826J105
PATH	UIPATH INC	13,207	$226K	0.0%	$16.11	+3.3%	CL A	90364P105
MLAB	MESA LABS INC	2,131	$224K	0.0%	$259.43	-51.4%	COM	59064R109
CHCT	COMMUNITY HEALTHCARE TR INC	7,172	$213K	0.0%	$37.16	—	COM	20369C106
HD	HOME DEPOT INC	679	$205K	0.0%	$302.97	0.0%	COM	437076102
CHWY	CHEWY INC	10,429	$190K	0.0%	$34.50	-17.1%	CL A	16679L109
—	LUCID GROUP INC	32,260	$180K	0.0%	$6.09	—	COM	549498103
—	ITERIS INC NEW	32,019	$133K	0.0%	$5.84	—	COM	46564T107
—	KANDI TECHNOLOGIES GROUP INC	31,088	$108K	0.0%	$6.70	—	COM	483709101
CBAT	CBAK ENERGY TECHNOLOGY INC	46,315	$37,932	0.0%	$5.06	-79.9%	COM	14986C102
—	STRATA SKIN SCIENCES INC	54,500	$32,428	0.0%	$1.01	—	COM NEW	86272A206