Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
NVDA	NVIDIA CORP	221,056	$41.24M	11.4%	$186.58 *	$125.82	+38.5%	EQUITY	67066G104
MSFT	MICROSOFT CORP COMP	58,555	$30.33M	8.4%	$517.95	$432.38	+17.7%	EQUITY	594918104
AVGO	BROADCOM INC COMP	55,666	$18.36M	5.1%	$329.91 *	$215.92	+41.6%	EQUITY	11135F101
AMZN	AMAZON.COM INC COMP	78,572	$17.25M	4.8%	$219.57 *	$197.89	+14.4%	EQUITY	023135106
JPM	JPMORGAN CHASE & CO	37,906	$11.96M	3.3%	$315.43 *	$252.67	+17.1%	EQUITY	46625H100
GOOGL	ALPHABET INC-CL A	46,190	$11.23M	3.1%	$243.10 *	$163.29	+28.1%	EQUITY	02079K305
GOOG	ALPHABET IN-CL C	39,560	$9.635M	2.7%	$243.55 *	$164.85	+27.3%	EQUITY	02079K107
V	VISA INC-CLASS A SHARES	24,563	$8.385M	2.3%	$341.38	$346.99	-0.5%	EQUITY	92826C839
MA	MASTERCARD INC - A	13,140	$7.474M	2.1%	$568.81	$551.47	+4.0%	EQUITY	57636Q104
RSG	REPUBLIC SERVICES INC	29,387	$6.744M	1.9%	$229.48	$245.13	-4.8%	EQUITY	760759100
BKR	BAKER HUGHES CO COMP	135,701	$6.611M	1.8%	$48.72 *	$37.27	+17.6%	EQUITY	05722G100
SLB	SLB LTD	177,598	$6.104M	1.7%	$34.37	$34.01	+1.0%	EQUITY	806857108
AWK	AMERICAN WATER WORKS CO INC COMP	43,701	$6.083M	1.7%	$139.19	$140.82	-0.6%	EQUITY	030420103
NEE	NEXTERA ENERGY INC COMP	79,025	$5.966M	1.7%	$75.49 *	$69.17	+4.4%	EQUITY	65339F101
MU	MICRON TECHNOLOGY INC COMP	34,070	$5.701M	1.6%	$167.32 *	$98.53	+29.7%	EQUITY	595112103
PGR	PROGRESSIVE CORP COMP	21,069	$5.203M	1.4%	$246.95 *	$257.53	-10.0%	EQUITY	743315103
TRV	TRAVELERS COS INC/THE	18,117	$5.059M	1.4%	$279.22 *	$260.70	+2.0%	EQUITY	89417E109
ES	EVERSOURCE ENERGY COMP	69,323	$4.932M	1.4%	$71.14 *	$60.25	+6.5%	EQUITY	30040W108
IBKR	INTERACTIVE BROKERS GRO-CL A COMP	66,038	$4.544M	1.3%	$68.81 *	$47.28	+32.8%	EQUITY	45841N107
WCN	WASTE CONNECTIONS INC	23,894	$4.2M	1.2%	$175.76 *	$192.18	-5.4%	EQUITY	94106B101
JNJ	JOHNSON & JOHNSON	21,807	$4.043M	1.1%	$185.42 *	$150.84	+12.4%	EQUITY	478160104
AME	AMETEK INC COMP	21,482	$4.039M	1.1%	$188.00 *	$171.25	+7.1%	EQUITY	031100100
TMO	THERMO FISHER SCIENTIFIC INC COMP	8,039	$3.899M	1.1%	$485.02 *	$417.06	+11.4%	EQUITY	883556102
BSX	BOSTON SCIENTIFIC CORP	39,701	$3.876M	1.1%	$97.63 *	$101.18	+2.4%	EQUITY	101137107
PANW	PALO ALTO NETWORKS INC COMP	18,986	$3.866M	1.1%	$203.62 *	$185.70	+3.1%	EQUITY	697435105
AEE	AMEREN CORPORATION COMP	34,503	$3.601M	1.0%	$104.38 *	$95.50	+3.2%	EQUITY	023608102
ED	CONSOLIDATED EDISON INC COMP	34,971	$3.515M	1.0%	$100.52	$102.89	-3.7%	EQUITY	209115104
ADSK	AUTODESK INC COMP	10,973	$3.486M	1.0%	$317.67 *	$283.70	+7.4%	EQUITY	052769106
WM	WASTE MANAGEMENT INC	15,408	$3.403M	0.9%	$220.83	$229.63	-2.6%	EQUITY	94106L109
FISV	FISERV INC COMP	26,151	$3.372M	0.9%	$128.93 *	$181.35	-21.0%	EQUITY	337738108
TDW	TIDEWATER INC COMP	59,849	$3.192M	0.9%	$53.33 *	$50.63	+8.2%	EQUITY	88642R109
SPGI	S&P GLOBAL INC	6,372	$3.101M	0.9%	$486.71 *	$496.65	+7.5%	EQUITY	78409V104
CPAY	CORPAY INC COMP	10,122	$2.916M	0.8%	$288.06 *	$326.14	-2.3%	EQUITY	219948106
UNH	UNITEDHEALTH GROUP INC COMP	8,441	$2.915M	0.8%	$345.30 *	$374.94	-20.3%	EQUITY	91324P102
MS	MORGAN STANLEY COMP	18,062	$2.871M	0.8%	$158.96 *	$120.96	+21.1%	EQUITY	617446448
BAC	BANK OF AMERICA CORP	55,604	$2.869M	0.8%	$51.59 *	$41.45	+16.6%	EQUITY	060505104
AMAT	APPLIED MATERIALS INC COMP	12,996	$2.661M	0.7%	$204.74 *	$157.45	+14.8%	EQUITY	038222105
TTWO	TAKE-TWO INTERACTIVE SOFTWRE COMP	10,100	$2.609M	0.7%	$258.36 *	$225.31	+5.1%	EQUITY	874054109
PNW	PINNACLE WEST CAPITAL COMP	27,984	$2.509M	0.7%	$89.66	$89.05	-0.3%	EQUITY	723484101
ARES	ARES MANAGEMENT CORP - A COMP	15,278	$2.443M	0.7%	$159.89 *	$155.27	+14.8%	EQUITY	03990B101
TJX	TJX COMPANIES INC	16,895	$2.442M	0.7%	$144.54 *	$125.88	+5.1%	EQUITY	872540109
AJG	ARTHUR J GALLAGHER & CO COMP	7,564	$2.343M	0.6%	$309.74 *	$327.56	-8.4%	EQUITY	363576109
DHI	DR HORTON INC	13,298	$2.254M	0.6%	$169.47 *	$122.31	+28.1%	EQUITY	23331A109
CI	CIGNA CORP	7,707	$2.222M	0.6%	$288.25	$317.87	-7.8%	EQUITY	125523100
WEX	WEX INC COMP	14,063	$2.215M	0.6%	$157.53 *	$134.32	+23.1%	EQUITY	96208T104
PEP	PEPSICO INC	14,896	$2.092M	0.6%	$140.44	$131.03	+7.2%	EQUITY	713448108
SRE	SEMPRA ENERGY COMP	23,196	$2.087M	0.6%	$89.98 *	$72.59	+10.0%	EQUITY	816851109
AMD	ADVANCED MICRO DEVICES COMP	12,665	$2.049M	0.6%	$161.79	$108.87	+48.2%	EQUITY	007903107
ATR	APTARGROUP INC COMP	14,900	$1.992M	0.6%	$133.66 *	$149.33	-4.0%	EQUITY	038336103
MRK	MERCK & CO. INC. COMP	23,399	$1.964M	0.5%	$83.93 *	$77.39	+4.7%	EQUITY	58933Y105
AEP	AMERICAN ELECTRIC POWER COMP	15,927	$1.792M	0.5%	$112.50 *	$105.14	+2.9%	EQUITY	025537101
CMG	CHIPOTLE MEXICAN GRILL INC COMP	45,366	$1.778M	0.5%	$39.19 *	$50.88	-11.5%	EQUITY	169656105
LNT	ALLIANT ENERGY CORP COMP	25,525	$1.721M	0.5%	$67.41 *	$62.03	+3.0%	EQUITY	018802108
CRM	SALESFORCE.COM INC	6,931	$1.643M	0.5%	$237.00 *	$266.04	-5.5%	EQUITY	79466L302
ELV	ELEVANCE HEALTH INC COMP	4,921	$1.59M	0.4%	$323.12 *	$396.61	-22.3%	EQUITY	036752103
APH	AMPHENOL CORP-CL A COMP	12,805	$1.585M	0.4%	$123.75 *	$101.65	+7.6%	EQUITY	032095101
WEC	WEC ENERGY GROUP INC COMP	13,409	$1.537M	0.4%	$114.59 *	$105.71	+1.3%	EQUITY	92939U106
LEN	LENNAR CORP-A	12,132	$1.529M	0.4%	$126.04	$107.30	+15.2%	EQUITY	526057104
CLH	CLEAN HARBORS INC	6,569	$1.525M	0.4%	$232.22	$218.92	+8.1%	EQUITY	184496107
EVRG	EVERGY INC COMP	20,025	$1.522M	0.4%	$76.02 *	$67.96	+3.4%	EQUITY	30034W106
TRGP	TARGA RESOURCES CORP COMP	7,524	$1.261M	0.3%	$167.54	$165.56	-0.2%	EQUITY	87612G101
OKE	ONEOK INC COMP	16,654	$1.215M	0.3%	$72.97 *	$80.67	-7.0%	EQUITY	682680103
ADBE	ADOBE SYSTEMS INC	3,367	$1.188M	0.3%	$352.75	$385.32	-6.9%	EQUITY	00724F101
PTC	PTC INC COMP	5,785	$1.174M	0.3%	$203.02	$161.15	+26.5%	EQUITY	69370C100
ENB	ENBRIDGE INC COMP	21,842	$1.102M	0.3%	$50.46 *	$43.78	+5.3%	EQUITY	29250N105
MSCI	MSCI INC COMP	1,924	$1.092M	0.3%	$567.41	$549.12	+2.5%	EQUITY	55354G100
T	AT&T INC COMP	36,975	$1.044M	0.3%	$28.24	$26.96	+4.1%	EQUITY	00206R102
CHD	CHURCH & DWIGHT CO INC COMP	11,851	$1.039M	0.3%	$87.63 *	$97.81	-4.6%	EQUITY	171340102
WMB	WILLIAMS COS INC COMP	16,172	$1.024M	0.3%	$63.35 *	$57.67	+0.3%	EQUITY	969457100
VZ	VERIZON COMMUNICATIONS INC COMP	23,258	$1.022M	0.3%	$43.95 *	$41.82	+1.6%	EQUITY	92343V104
INTU	INTUIT INC COMP	1,460	$997K	0.3%	$682.91 *	$674.49	+6.7%	EQUITY	461202103
OII	OCEANEERING INTL INC COMP	40,034	$992K	0.3%	$24.78 *	$19.28	+18.9%	EQUITY	675232102
LRCX	LAM RESEARCH CORP COMP	7,204	$965K	0.3%	$133.90 *	$78.86	+33.8%	EQUITY	512807306
CCJ	CAMECO CORP COMP	11,297	$948K	0.3%	$83.91 *	$53.26	+45.3%	EQUITY	13321L108
NOW	SERVICENOW INC COMP	1,030	$948K	0.3%	$920.28 *	$188.66	-1.0%	EQUITY	81762P102
KLAC	KLA CORP COMP	805	$868K	0.2%	$1078.60 *	$748.55	+24.3%	EQUITY	482480100
ECL	ECOLAB INC	3,116	$853K	0.2%	$273.86	$252.35	+7.1%	EQUITY	278865100
WFG	WEST FRASER TIMBER CO LTD	11,620	$790K	0.2%	$67.97 *	$74.35	-1.8%	EQUITY	952845105
LOW	LOWE'S COS INC	3,042	$764K	0.2%	$251.31 *	$220.63	+10.7%	EQUITY	548661107
KMI	KINDER MORGAN INC COMP	25,293	$716K	0.2%	$28.31 *	$26.76	+0.8%	EQUITY	49456B101
GFL	GFL ENVIRONMENTAL INC-SUB VT COMP	15,070	$714K	0.2%	$47.38 *	$49.08	-1.3%	EQUITY	36168Q104
MPLX	MPLX LP COMP	13,928	$696K	0.2%	$49.95	$51.51	—	EQUITY	55336V100
TMUS	T-MOBILE US INC COMP	2,893	$693K	0.2%	$239.38	$241.48	-0.5%	EQUITY	872590104
AM	ANTERO MIDSTREAM CORP COMP	34,803	$677K	0.2%	$19.44 *	$17.16	+2.5%	EQUITY	03676B102
ADP	AUTOMATIC DATA PROCESSING	2,211	$649K	0.2%	$293.50	$302.36	-1.5%	EQUITY	053015103
PLD	PROLOGIS INC	5,514	$631K	0.2%	$114.52 *	$102.32	+5.8%	EQUITY	74340W103
PSA	PUBLIC STORAGE COMP	2,180	$630K	0.2%	$288.85 *	$287.46	-2.1%	EQUITY	74460D109
UNP	UNION PACIFIC CORP	2,470	$584K	0.2%	$236.37 *	$218.47	+2.1%	EQUITY	907818108
IDXX	IDEXX LABORATORIES INC	885	$565K	0.2%	$638.89 *	$478.19	+26.9%	EQUITY	45168D104
MRSH	MARSH & MCLENNAN COS	2,667	$537K	0.1%	$201.53	$223.19	-8.6%	EQUITY	571748102
NXE	NEXGEN ENERGY LTD COMP	58,751	$526K	0.1%	$8.95 *	$5.65	+30.6%	EQUITY	65340P106
BMY	BRISTOL-MYERS SQUIBB CO	11,336	$511K	0.1%	$45.10	$47.20	-3.6%	EQUITY	110122108
CME	CME GROUP INC COMP	1,844	$498K	0.1%	$270.19	$268.48	+0.5%	EQUITY	12572Q105
PYPL	PAYPAL HOLDINGS INC	6,983	$468K	0.1%	$67.06 *	$68.32	+2.9%	EQUITY	70450Y103
NKE	NIKE INC -CL B COMP	6,491	$453K	0.1%	$69.73 *	$59.08	+24.9%	EQUITY	654106103
EPD	ENTERPRISE PRODUCTS PARTNERS COMP	14,413	$451K	0.1%	$31.27	$31.01	—	EQUITY	293792107
NSC	NORFOLK SOUTHERN CORP	1,420	$427K	0.1%	$300.41 *	$233.06	+18.4%	EQUITY	655844108
HLX	HELIX ENERGY SOLUTIONS GROUP COMP	64,595	$424K	0.1%	$6.56 *	$6.62	-5.0%	EQUITY	42330P107
CSX	CSX CORP	11,860	$421K	0.1%	$35.51 *	$29.78	+13.9%	EQUITY	126408103
CTVA	CORTEVA INC COMP	6,191	$419K	0.1%	$67.63 *	$66.17	+9.0%	EQUITY	22052L104
ZTS	ZOETIS INC	2,657	$389K	0.1%	$146.32 *	$157.38	-4.4%	EQUITY	98978V103
FCX	FREEPORT-MCMORAN INC COMP	9,482	$372K	0.1%	$39.22 *	$37.70	+14.6%	EQUITY	35671D857
VALE	VALE SA-SP ADR COMP	31,878	$346K	0.1%	$10.86	$9.71	—	EQUITY	91912E105
PAA	PLAINS ALL AMER PIPELINE LP COMP	19,333	$330K	0.1%	$17.06	$18.32	—	EQUITY	726503105
NEM	NEWMONT GOLDCORP CORP COMP	3,707	$313K	0.1%	$84.31 *	$52.90	+31.2%	EQUITY	651639106
UEC	URANIUM ENERGY CORP COMP	23,384	$312K	0.1%	$13.34 *	$5.60	+78.6%	EQUITY	916896103
O	REALTY INCOME CORP	5,026	$306K	0.1%	$60.79 *	$54.47	+4.5%	EQUITY	756109104
PBA	PEMBINA PIPELINE CORP COMP	7,432	$301K	0.1%	$40.46 *	$37.32	+1.1%	EQUITY	706327103
ALL	ALLSTATE CORP	1,382	$297K	0.1%	$214.65 *	$196.87	+1.7%	EQUITY	020002101
NTR	NUTRIEN LTD	5,018	$295K	0.1%	$58.71	$55.98	+4.1%	EQUITY	67077M108
FTNT	FORTINET INC COMP	3,450	$290K	0.1%	$84.08 *	$100.89	-11.6%	EQUITY	34959E109
CNI	CANADIAN NATL RAILWAY CO COMP	2,998	$283K	0.1%	$94.30	$100.61	-4.6%	EQUITY	136375102
ET	ENERGY TRANSFER LP COMP	16,040	$275K	0.1%	$17.16	$18.13	—	EQUITY	29273V100
WES	WESTERN MIDSTREAM PARTNERS L COMP	6,884	$270K	0.1%	$39.29	$38.70	—	EQUITY	958669103
CWST	CASELLA WASTE SYSTEMS INC-A COMP	2,793	$265K	0.1%	$94.88 *	$115.55	-12.9%	EQUITY	147448104
WDAY	WORKDAY INC-CLASS A COMP	1,081	$260K	0.1%	$240.73 *	$243.59	-5.1%	EQUITY	98138H101
NVR	NVR INC COMP	29	$233K	0.1%	$8034.66	$7166.99	+10.9%	EQUITY	62944T105
DNN	DENISON MINES CORP COMP	79,869	$220K	0.1%	$2.75 *	$1.52	+46.0%	EQUITY	248356107
PHM	PULTEGROUP INC COMP	1,441	$190K	0.1%	$132.13 *	$100.20	+23.5%	EQUITY	745867101
UUUU	ENERGY FUELS INC COMP	12,202	$187K	0.1%	$15.35 *	$4.80	+121.3%	EQUITY	292671708
OKTA	OKTA INC COMP	2,017	$185K	0.1%	$91.70	$106.80	-12.6%	EQUITY	679295105
GEL	GENESIS ENERGY L.P. COMP	10,137	$169K	0.0%	$16.71	$17.23	—	EQUITY	371927104
LEU	CENTRUS ENERGY CORP-CLASS A COMP	515	$160K	0.0%	$310.07 *	$106.76	+107.2%	EQUITY	15643U104
KBH	KB HOME	2,343	$149K	0.0%	$63.64 *	$52.42	+14.2%	EQUITY	48666K109
SQM	QUIMICA Y MINERA CHIL-SP ADR COMP	3,245	$139K	0.0%	$42.98	$35.27	—	EQUITY	833635105
DLR	DIGITAL REALTY TRUST INC	768	$133K	0.0%	$172.88 *	$160.19	+5.3%	EQUITY	253868103
MCHP	MICROCHIP TECHNOLOGY INC COMP	2,015	$129K	0.0%	$64.22 *	$53.89	+24.1%	EQUITY	595017104
EL	ESTEE LAUDER COMPANIES-CL A COMP	1,447	$128K	0.0%	$88.12	$63.64	+39.0%	EQUITY	518439104
BR	BROADRIDGE FINANCIAL SOLUTIO COMP	494	$118K	0.0%	$238.17 *	$235.04	+5.2%	EQUITY	11133T103
TOST	TOAST INC-CLASS A COMP	3,092	$113K	0.0%	$36.51 *	$39.30	+10.5%	EQUITY	888787108
HUM	HUMANA INC	402	$105K	0.0%	$260.17	$246.72	+5.9%	EQUITY	444859102
MOS	MOSAIC CO/THE COMP	3,011	$104K	0.0%	$34.68 *	$31.40	+8.2%	EQUITY	61945C103
VOYA	VOYA FINANCIAL INC	1,387	$104K	0.0%	$74.80 *	$63.12	+15.6%	EQUITY	929089100
IP	INTERNATIONAL PAPER CO	2,052	$95,213	0.0%	$46.40 *	$45.98	+4.4%	EQUITY	460146103
QTWO	Q2 HOLDINGS INC COMP	1,255	$90,849	0.0%	$72.39 *	$84.37	-2.6%	EQUITY	74736L109
EQIX	EQUINIX INC	114	$89,289	0.0%	$783.24	$835.67	-7.4%	EQUITY	29444U700
ZETA	ZETA GLOBAL HOLDINGS CORP-A COMP	4,224	$83,931	0.0%	$19.87 *	$13.28	+35.2%	EQUITY	98956A105
AMT	AMERICAN TOWER CORP	427	$82,121	0.0%	$192.32 *	$210.37	-2.8%	EQUITY	03027X100
NTNX	NUTANIX INC - A COMP	1,090	$81,085	0.0%	$74.39	$71.98	+2.0%	EQUITY	67059N108
BAH	BOOZ ALLEN HAMILTON HOLDINGS COMP	795	$79,460	0.0%	$99.95 *	$109.39	-3.9%	EQUITY	099502106
FR	FIRST INDUSTRIAL REALTY TR	1,531	$78,801	0.0%	$51.47	$48.13	—	EQUITY	32054K103
AMH	AMERICAN HOMES 4 RENT- A	2,282	$75,877	0.0%	$33.25	$36.07	—	EQUITY	02665T306
TRNO	TERRENO REALTY CORP	1,332	$75,591	0.0%	$56.75	$56.07	—	EQUITY	88146M101
EGP	EASTGROUP PROPERTIES INC	434	$73,459	0.0%	$169.26	$167.12	—	EQUITY	277276101
STAG	STAG INDUSTRIAL INC	1,968	$69,451	0.0%	$35.29	$36.28	—	EQUITY	85254J102
CNC	CENTENE CORP COMP	1,926	$68,720	0.0%	$35.68 *	$58.65	-48.5%	EQUITY	15135B101
TOL	TOLL BROTHERS INC COMP	487	$67,274	0.0%	$138.14 *	$103.77	+25.8%	EQUITY	889478103
INVH	INVITATION HOMES INC	2,274	$66,696	0.0%	$29.33 *	$32.60	-7.4%	EQUITY	46187W107
ALKT	ALKAMI TECHNOLOGY INC COMP	2,682	$66,621	0.0%	$24.84 *	$27.80	-8.1%	EQUITY	01644J108
TMHC	TAYLOR MORRISON HOME CORP-A	1,004	$66,274	0.0%	$66.01	$58.10	+13.3%	EQUITY	87724P106
NNN	NATIONAL RETAIL PROPERTIES	1,514	$64,451	0.0%	$42.57	$43.18	—	EQUITY	637417106
REXR	REXFORD INDUSTRIAL REALTY IN	1,370	$56,321	0.0%	$41.11	$35.57	—	EQUITY	76169C100
SNPS	SYNOPSYS INC COMP	109	$53,780	0.0%	$493.39 *	$565.30	0.0%	EQUITY	871607107
LPX	LOUISIANA-PACIFIC CORP	603	$53,571	0.0%	$88.84 *	$88.86	+3.9%	EQUITY	546347105
EXR	EXTRA SPACE STORAGE INC COMP	364	$51,302	0.0%	$140.94	$140.89	-0.2%	EQUITY	30225T102
CCI	CROWN CASTLE INTL CORP	497	$47,956	0.0%	$96.49 *	$98.04	+1.1%	EQUITY	22822V101
VERX	VERTEX INC - CLASS A COMP	1,929	$47,820	0.0%	$24.79 *	$38.05	-23.9%	EQUITY	92538J106
MAA	MID-AMERICA APARTMENT COMM	330	$46,111	0.0%	$139.73 *	$152.49	-6.5%	EQUITY	59522J103
TPH	TRI POINTE GROUP INC	1,308	$44,433	0.0%	$33.97	$30.68	+10.9%	EQUITY	87265H109
AVB	AVALONBAY COMMUNITIES INC	189	$36,509	0.0%	$193.17	$199.04	-4.0%	EQUITY	053484101
CFLT	CONFLUENT INC-CLASS A COMP	1,740	$34,452	0.0%	$19.80 *	$22.54	-7.2%	EQUITY	20717M103
ELS	EQUITY LIFESTYLE PROPERTIES	552	$33,506	0.0%	$60.70	$61.67	—	EQUITY	29472R108
SBAC	SBA COMMUNICATIONS CORP	168	$32,483	0.0%	$193.35 *	$225.89	-5.0%	EQUITY	78410G104
CPT	CAMDEN PROPERTY TRUST	301	$32,141	0.0%	$106.78	$112.08	-3.9%	EQUITY	133131102
UDR	UDR INC	801	$29,845	0.0%	$37.26 *	$40.44	-4.8%	EQUITY	902653104
SUI	SUN COMMUNITIES INC	211	$27,219	0.0%	$129.00	$126.49	—	EQUITY	866674104
EQR	EQUITY RESIDENTIAL	417	$26,992	0.0%	$64.73	$66.62	-3.9%	EQUITY	29476L107
ESS	ESSEX PROPERTY TRUST INC	88	$23,554	0.0%	$267.66	$273.00	-2.9%	EQUITY	297178105
MTH	MERITAGE HOMES CORP	311	$22,526	0.0%	$72.43 *	$66.27	+12.1%	EQUITY	59001A102
CUBE	CUBESMART COMP	548	$22,282	0.0%	$40.66	$42.50	—	EQUITY	229663109
CXM	SPRINKLR INC-A COMP	2,770	$21,384	0.0%	$7.72 *	$8.01	+5.3%	EQUITY	85208T107
SEMR	SEMRUSH HOLDINGS INC-A COMP	2,328	$16,482	0.0%	$7.08 *	$9.68	-15.8%	EQUITY	81686C104
IRT	INDEPENDENCE REALTY TRUST IN COMP	896	$14,685	0.0%	$16.39	$17.69	—	EQUITY	45378A106
DT	DYNATRACE INC COMP	298	$14,438	0.0%	$48.45 *	$50.09	+1.0%	EQUITY	268150109
LGIH	LGI HOMES INC	263	$13,600	0.0%	$51.71 *	$54.71	+6.6%	EQUITY	50187T106
NSA	NATIONAL STORAGE AFFILIATES COMP	380	$11,484	0.0%	$30.22	$31.99	—	EQUITY	637870106
—	JAMF HOLDING CORP COMP	529	$5,660	0.0%	$10.70	$9.51	—	EQUITY	47074L105