Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
ONC	BEIGENE LTD	1,128,189	$152M	3.4%	$160.66	—	SPONSORED ADR	07725L102
MSFT	MICROSOFT CORP	587,124	$137M	3.1%	$135.11	+90.1%	COM	594918104
TFII	TFI INTL INC	1,486,744	$135M	3.0%	$69.40	+39.7%	COM	87241L109
VALE	VALE S A	9,129,364	$122M	2.7%	$13.13	—	SPONSORED ADS	91912E105
TSLA	TESLA INC	351,998	$93.37M	2.1%	$201.20	+38.8%	COM	88160R101
TSM	TAIWAN SEMICONDUCTOR MFG LTD	1,337,374	$91.69M	2.0%	$48.74	—	SPONSORED ADS	874039100
ASML	ASML HOLDING N V	209,711	$87.1M	1.9%	$250.10	—	N Y REGISTRY SHS	N07059210
AVGO	BROADCOM INC	167,798	$74.5M	1.7%	$23.84	+101.7%	COM	11135F101
PM	PHILIP MORRIS INTL INC	887,587	$73.68M	1.6%	$63.25	+28.0%	COM	718172109
TCOM	TRIP COM GROUP LTD	2,685,023	$73.33M	1.6%	$30.44	—	ADS	89677Q107
GOOG	ALPHABET INC	731,430	$70.33M	1.6%	$106.06	+4.5%	CAP STK CL C	02079K107
HDB	HDFC BANK LTD	1,175,525	$68.67M	1.5%	$60.40	—	SPONSORED ADS	40415F101
AMZN	AMAZON COM INC	606,733	$68.56M	1.5%	$123.75	+2.1%	COM	023135106
HTHT	H WORLD GROUP LTD	1,843,772	$61.84M	1.4%	$36.47	—	SPONSORED ADS	44332N106
AAPL	APPLE INC	436,554	$60.33M	1.3%	$92.63	+66.6%	COM	037833100
META	META PLATFORMS INC	429,367	$58.26M	1.3%	$212.76	-24.3%	CL A	30303M102
—	LINDE PLC	213,257	$57.49M	1.3%	$318.52	—	SHS	G5494J103
NICE	NICE LTD	299,845	$56.44M	1.3%	$257.91	—	SPONSORED ADR	653656108
COP	CONOCOPHILLIPS	508,267	$52.02M	1.2%	$43.75	+101.6%	COM	20825C104
MELI	MERCADOLIBRE INC	61,837	$51.19M	1.1%	$489.54	+75.6%	COM	58733R102
LEGN	LEGEND BIOTECH CORP	1,244,362	$50.77M	1.1%	$42.58	—	SPONSORED ADS	52490G102
UNH	UNITEDHEALTH GROUP INC	97,807	$49.4M	1.1%	$215.33	+129.9%	COM	91324P102
—	AMERICA MOVIL SAB DE CV	2,716,974	$44.75M	1.0%	$16.65	—	SPON ADR L SHS	02364W105
JPM	JPMORGAN CHASE & CO	422,901	$44.19M	1.0%	$100.70	+4.9%	COM	46625H100
V	VISA INC	247,471	$43.96M	1.0%	$161.49	+22.8%	COM CL A	92826C839
DHR	DANAHER CORPORATION	167,813	$43.34M	1.0%	$117.27	+105.2%	COM	235851102
RYAAY	RYANAIR HOLDINGS PLC	739,003	$43.17M	1.0%	$86.51	—	SPONSORED ADS	783513203
—	TELUS INTL CDA INC	1,548,129	$40.5M	0.9%	$27.88	—	SUB VTG SHS	87975H100
—	SEAGEN INC	295,750	$40.47M	0.9%	$174.28	—	COM	81181C104
—	ATLASSIAN CORP PLC	190,425	$40.1M	0.9%	$237.15	—	CL A	G06242104
ATI	ATI INC	1,429,810	$38.05M	0.8%	$18.79	+48.2%	COM	01741R102
MA	MASTERCARD INCORPORATED	128,911	$36.66M	0.8%	$297.36	+9.4%	CL A	57636Q104
MMYT	MAKEMYTRIP LIMITED MAURITIUS	1,141,460	$35.04M	0.8%	$27.37	+12.8%	SHS	V5633W109
BMY	BRISTOL-MYERS SQUIBB CO	490,413	$34.86M	0.8%	$56.83	+9.6%	COM	110122108
IBN	ICICI BANK LIMITED	1,605,823	$33.67M	0.8%	$11.61	—	ADR	45104G104
—	CANADIAN PAC RY LTD	471,506	$31.47M	0.7%	$72.48	—	COM	13645T100
LLY	LILLY ELI & CO	96,669	$31.26M	0.7%	$205.22	+50.1%	COM	532457108
—	BROOKFIELD ASSET MGMT INC	763,928	$31.24M	0.7%	$56.43	—	CL A LTD VT SH	112585104
TRP	TC ENERGY CORP	775,291	$31.23M	0.7%	$42.51	-2.4%	COM	87807B107
TDG	TRANSDIGM GROUP INC	58,663	$30.79M	0.7%	$383.68	+31.0%	COM	893641100
CB	CHUBB LIMITED	164,531	$29.93M	0.7%	$131.98	+37.7%	COM	H1467J104
SQM	SOCIEDAD QUIMICA Y MINERA DE	329,171	$29.87M	0.7%	$84.85	—	SPON ADR SER B	833635105
AES	AES CORP	1,320,255	$29.84M	0.7%	$13.33	+54.6%	COM	00130H105
G	GENPACT LIMITED	671,228	$29.38M	0.7%	$39.24	+11.8%	SHS	G3922B107
MU	MICRON TECHNOLOGY INC	575,601	$28.84M	0.6%	$52.14	+9.1%	COM	595112103
NTES	NETEASE INC	380,259	$28.75M	0.6%	$114.96	—	SPONSORED ADS	64110W102
ZLAB	ZAI LAB LTD	839,424	$28.71M	0.6%	$53.45	—	ADR	98887Q104
GOOGL	ALPHABET INC	298,143	$28.52M	0.6%	$105.83	+4.0%	CAP STK CL A	02079K305
ABT	ABBOTT LABS	293,331	$28.38M	0.6%	$75.63	+32.2%	COM	002824100
REGN	REGENERON PHARMACEUTICALS	40,182	$27.68M	0.6%	$577.09	+8.5%	COM	75886F107
SE	SEA LTD	487,297	$27.31M	0.6%	$180.86	—	SPONSORD ADS	81141R100
NFLX	NETFLIX INC	114,592	$26.98M	0.6%	$34.05	-34.8%	COM	64110L106
CARR	CARRIER GLOBAL CORPORATION	754,455	$26.83M	0.6%	$27.35	+37.5%	COM	14448C104
GDDY	GODADDY INC	374,012	$26.51M	0.6%	$67.47	+11.6%	CL A	380237107
EQIX	EQUINIX INC	45,566	$25.92M	0.6%	$470.45	+29.5%	COM	29444U700
CNP	CENTERPOINT ENERGY INC	919,679	$25.92M	0.6%	$18.80	+51.9%	COM	15189T107
PCG	PG&E CORP	2,043,772	$25.55M	0.6%	$11.59	-0.2%	COM	69331C108
AON	AON PLC	94,547	$25.33M	0.6%	$195.38	+41.2%	SHS CL A	G0403H108
CMG	CHIPOTLE MEXICAN GRILL INC	16,581	$24.92M	0.6%	$15.85	+95.5%	COM	169656105
EW	EDWARDS LIFESCIENCES CORP	283,994	$23.47M	0.5%	$70.77	+36.0%	COM	28176E108
EOG	EOG RES INC	209,870	$23.45M	0.5%	$63.85	+52.9%	COM	26875P101
MRSH	MARSH & MCLENNAN COS INC	150,522	$22.47M	0.5%	$90.34	+68.6%	COM	571748102
TRMB	TRIMBLE INC	409,511	$22.22M	0.5%	$39.38	+60.6%	COM	896239100
NOW	SERVICENOW INC	58,760	$22.19M	0.5%	$55.48	+62.3%	COM	81762P102
CME	CME GROUP INC	124,755	$22.1M	0.5%	$156.59	+8.9%	COM	12572Q105
CHTR	CHARTER COMMUNICATIONS INC N	72,382	$21.96M	0.5%	$404.14	+5.9%	CL A	16119P108
CCJ	CAMECO CORP	817,440	$21.69M	0.5%	$23.45	+8.1%	COM	13321L108
SPOT	SPOTIFY TECHNOLOGY S A	249,653	$21.55M	0.5%	$210.55	-49.2%	SHS	L8681T102
YUM	YUM BRANDS INC	191,427	$20.36M	0.5%	$99.29	+9.5%	COM	988498101
CCI	CROWN CASTLE INC	139,859	$20.22M	0.5%	$104.42	+36.5%	COM	22822V101
RTX	RAYTHEON TECHNOLOGIES CORP	246,968	$20.22M	0.5%	$84.69	-1.0%	COM	75513E101
CNC	CENTENE CORP DEL	245,919	$19.14M	0.4%	$64.42	+38.7%	COM	15135B101
—	WOLFSPEED INC	183,705	$18.99M	0.4%	$107.77	—	COM	977852102
PFE	PFIZER INC	426,442	$18.66M	0.4%	$39.05	+3.5%	COM	717081103
SHW	SHERWIN WILLIAMS CO	90,447	$18.52M	0.4%	$255.83	-10.2%	COM	824348106
ARMK	ARAMARK	578,544	$18.05M	0.4%	$24.85	-4.0%	COM	03852U106
ACA	ARCOSA INC	312,489	$17.87M	0.4%	$42.23	+30.1%	COM	039653100
—	SVB FINANCIAL GROUP	52,279	$17.55M	0.4%	$209.43	—	COM	78486Q101
WAL	WESTERN ALLIANCE BANCORP	266,378	$17.51M	0.4%	$70.02	-0.5%	COM	957638109
MSCI	MSCI INC	40,829	$17.22M	0.4%	$269.27	+63.6%	COM	55354G100
—	NUVEI CORPORATION	635,639	$17.18M	0.4%	$65.44	—	SUB VTG SHS	67079A102
COST	COSTCO WHSL CORP NEW	35,478	$16.75M	0.4%	$253.56	+96.4%	COM	22160K105
WCN	WASTE CONNECTIONS INC	123,741	$16.72M	0.4%	$87.63	+52.2%	COM	94106B101
ELV	ELEVANCE HEALTH INC	36,035	$16.37M	0.4%	$251.36	+81.1%	COM	036752103
DG	DOLLAR GEN CORP NEW	67,016	$16.07M	0.4%	$184.45	+25.8%	COM	256677105
AWI	ARMSTRONG WORLD INDS INC NEW	202,618	$16.05M	0.4%	$81.44	+0.3%	COM	04247X102
CVX	CHEVRON CORP NEW	111,366	$16M	0.4%	$87.35	+52.1%	COM	166764100
CMCSA	COMCAST CORP NEW	539,138	$15.81M	0.4%	$36.39	-7.5%	CL A	20030N101
ZTS	ZOETIS INC	105,773	$15.69M	0.4%	$129.14	+25.0%	CL A	98978V103
HGV	HILTON GRAND VACATIONS INC	472,315	$15.53M	0.3%	$27.28	+46.1%	COM	43283X105
PAX	PATRIA INVESTMENTS LIMITED	1,185,330	$15.47M	0.3%	$14.37	-20.9%	COM CL A	G69451105
LOGI	LOGITECH INTL S A	331,167	$15.42M	0.3%	$39.56	+24.3%	SHS	H50430232
AME	AMETEK INC	132,426	$15.02M	0.3%	$83.31	+40.7%	COM	031100100
NKE	NIKE INC	180,608	$15.01M	0.3%	$78.57	+29.3%	CL B	654106103
TMO	THERMO FISHER SCIENTIFIC INC	29,062	$14.74M	0.3%	$331.07	+67.4%	COM	883556102
HLT	HILTON WORLDWIDE HLDGS INC	120,841	$14.58M	0.3%	$94.37	+32.5%	COM	43300A203
SRE	SEMPRA	96,869	$14.53M	0.3%	$52.45	+38.2%	COM	816851109
NCLH	NORWEGIAN CRUISE LINE HLDG L	1,236,218	$14.04M	0.3%	$19.80	-33.5%	SHS	G66721104
NDAQ	NASDAQ INC	232,710	$13.19M	0.3%	$33.11	+69.3%	COM	631103108
SAIA	SAIA INC	69,337	$13.17M	0.3%	$229.01	-7.4%	COM	78709Y105
HON	HONEYWELL INTL INC	77,372	$12.92M	0.3%	$140.51	+15.4%	COM	438516106
KHC	KRAFT HEINZ CO	384,365	$12.82M	0.3%	$25.04	+25.6%	COM	500754106
—	LAM RESEARCH CORP	34,429	$12.6M	0.3%	$472.27	—	COM	512807108
CGUS	CAPITAL GROUP CORE EQUITY ET	616,857	$12.57M	0.3%	$20.38	—	SHS CREATION UNI	14020V108
VRTX	VERTEX PHARMACEUTICALS INC	42,810	$12.39M	0.3%	$219.16	+31.3%	COM	92532F100
MTD	METTLER TOLEDO INTERNATIONAL	11,370	$12.33M	0.3%	$1379.84	-9.9%	COM	592688105
CPNG	COUPANG INC	713,008	$11.89M	0.3%	$28.52	-39.4%	CL A	22266T109
—	CERIDIAN HCM HLDG INC	212,615	$11.88M	0.3%	$73.87	-21.0%	COM	15677J108
NOC	NORTHROP GRUMMAN CORP	25,030	$11.77M	0.3%	$342.74	+31.5%	COM	666807102
AXON	AXON ENTERPRISE INC	100,065	$11.58M	0.3%	$145.60	-22.2%	COM	05464C101
MCO	MOODYS CORP	47,217	$11.48M	0.3%	$198.33	+42.3%	COM	615369105
FIS	FIDELITY NATL INFORMATION SV	146,817	$11.1M	0.2%	$121.91	-30.1%	COM	31620M106
RCL	ROYAL CARIBBEAN GROUP	291,641	$11.05M	0.2%	$72.01	-44.7%	COM	V7780T103
CAT	CATERPILLAR INC	65,529	$10.75M	0.2%	$173.62	-0.8%	COM	149123101
BILL	BILL COM HLDGS INC	80,342	$10.63M	0.2%	$127.07	+13.1%	COM	090043100
HD	HOME DEPOT INC	38,243	$10.55M	0.2%	$239.31	+13.1%	COM	437076102
ON	ON SEMICONDUCTOR CORP	165,558	$10.32M	0.2%	$20.33	+216.8%	COM	682189105
EL	LAUDER ESTEE COS INC	46,612	$10.06M	0.2%	$175.37	+37.2%	CL A	518439104
DLTR	DOLLAR TREE INC	73,221	$9.965M	0.2%	$107.44	+44.8%	COM	256746108
GM	GENERAL MTRS CO	305,702	$9.81M	0.2%	$53.42	-33.7%	COM	37045V100
—	EQUITRANS MIDSTREAM CORP	1,298,745	$9.715M	0.2%	$11.95	—	COM	294600101
—	GRACELL BIOTECHNOLOGIES INC	3,016,371	$9.713M	0.2%	$8.65	—	SPONSORED ADS	38406L103
XYZ	BLOCK INC	175,493	$9.65M	0.2%	$164.00	-56.8%	CL A	852234103
STZ	CONSTELLATION BRANDS INC	41,949	$9.635M	0.2%	$174.81	+31.3%	CL A	21036P108
BKNG	BOOKING HOLDINGS INC	5,769	$9.48M	0.2%	$1905.51	-3.0%	COM	09857L108
UAL	UNITED AIRLS HLDGS INC	288,498	$9.385M	0.2%	$43.37	-14.2%	COM	910047109
ADBE	ADOBE SYSTEMS INCORPORATED	32,546	$8.957M	0.2%	$307.76	+22.9%	COM	00724F101
FTI	TECHNIPFMC PLC	1,050,792	$8.89M	0.2%	$7.52	+2.8%	COM	G87110105
VICI	VICI PPTYS INC	296,207	$8.842M	0.2%	$25.00	+9.5%	COM	925652109
—	DUN & BRADSTREET HLDGS INC	704,296	$8.726M	0.2%	$23.60	—	COM	26484T106
—	BARRICK GOLD CORP	544,590	$8.441M	0.2%	$21.53	—	COM	067901108
PGR	PROGRESSIVE CORP	69,830	$8.115M	0.2%	$109.84	0.0%	COM	743315103
BURL	BURLINGTON STORES INC	70,492	$7.887M	0.2%	$196.50	-25.9%	COM	122017106
ALNY	ALNYLAM PHARMACEUTICALS INC	39,062	$7.819M	0.2%	$146.69	+30.0%	COM	02043Q107
TAP	MOLSON COORS BEVERAGE CO	162,444	$7.796M	0.2%	$34.73	+40.3%	CL B	60871R209
DE	DEERE & CO	23,341	$7.793M	0.2%	$318.39	+2.6%	COM	244199105
MDLZ	MONDELEZ INTL INC	141,558	$7.762M	0.2%	$45.87	+23.4%	CL A	609207105
TW	TRADEWEB MKTS INC	134,062	$7.564M	0.2%	$89.90	-24.3%	CL A	892672106
—	TE CONNECTIVITY LTD	67,054	$7.4M	0.2%	$89.89	—	SHS	H84989104
PINS	PINTEREST INC	316,253	$7.369M	0.2%	$56.78	-61.4%	CL A	72352L106
TTWO	TAKE-TWO INTERACTIVE SOFTWAR	67,450	$7.352M	0.2%	$127.28	-2.4%	COM	874054109
ICE	INTERCONTINENTAL EXCHANGE IN	81,314	$7.347M	0.2%	$81.73	+17.2%	COM	45866F104
MS	MORGAN STANLEY	91,927	$7.263M	0.2%	$63.79	+17.9%	COM NEW	617446448
ENPH	ENPHASE ENERGY INC	25,911	$7.19M	0.2%	$126.83	+112.7%	COM	29355A107
GRAB	GRAB HOLDINGS LIMITED	2,607,100	$6.857M	0.2%	$10.77	-71.9%	CLASS A ORD	G4124C109
ABBV	ABBVIE INC	50,464	$6.773M	0.2%	$130.14	-2.3%	COM	00287Y109
SLB	SCHLUMBERGER LTD	184,757	$6.633M	0.1%	$28.38	+17.8%	COM STK	806857108
MSI	MOTOROLA SOLUTIONS INC	29,299	$6.562M	0.1%	$160.41	+41.4%	COM NEW	620076307
PODD	INSULET CORP	28,445	$6.525M	0.1%	$191.48	+30.8%	COM	45784P101
ISRG	INTUITIVE SURGICAL INC	34,784	$6.52M	0.1%	$292.50	-26.6%	COM NEW	46120E602
KLAC	KLA CORP	21,348	$6.461M	0.1%	$204.28	+63.8%	COM NEW	482480100
NVCR	NOVOCURE LTD	84,344	$6.408M	0.1%	$102.66	-24.0%	ORD SHS	G6674U108
TOST	TOAST INC	381,522	$6.379M	0.1%	$44.89	-61.4%	CL A	888787108
—	BLACKROCK INC	11,550	$6.356M	0.1%	$548.58	—	COM	09247X101
—	BUNGE LIMITED	76,601	$6.325M	0.1%	$80.05	—	COM	G16962105
CVE	CENOVUS ENERGY INC	408,765	$6.288M	0.1%	$18.15	-10.4%	COM	15135U109
EWBC	EAST WEST BANCORP INC	93,310	$6.265M	0.1%	$39.49	+63.2%	COM	27579R104
DHI	D R HORTON INC	91,227	$6.144M	0.1%	$74.56	-4.6%	COM	23331A109
GIS	GENERAL MLS INC	80,133	$6.139M	0.1%	$55.19	+22.8%	COM	370334104
SPGI	S&P GLOBAL INC	19,101	$5.832M	0.1%	$322.82	+7.7%	COM	78409V104
BX	BLACKSTONE INC	69,382	$5.807M	0.1%	$71.78	+21.6%	COM	09260D107
BAC	BK OF AMERICA CORP	189,310	$5.717M	0.1%	$28.87	+6.0%	COM	060505104
ALB	ALBEMARLE CORP	21,536	$5.695M	0.1%	$212.49	+14.2%	COM	012653101
CPRT	COPART INC	50,171	$5.338M	0.1%	$24.86	+19.7%	COM	217204106
AMAT	APPLIED MATLS INC	64,852	$5.313M	0.1%	$130.20	-28.2%	COM	038222105
XPEV	XPENG INC	443,750	$5.303M	0.1%	$37.87	—	ADS	98422D105
NTAP	NETAPP INC	79,759	$4.933M	0.1%	$49.72	+29.0%	COM	64110D104
DOCU	DOCUSIGN INC	91,738	$4.905M	0.1%	$106.69	-41.2%	COM	256163106
GGB	GERDAU SA	1,032,814	$4.668M	0.1%	$4.09	—	SPON ADR REP PFD	373737105
MNST	MONSTER BEVERAGE CORP NEW	52,753	$4.587M	0.1%	$43.76	+5.3%	COM	61174X109
GLPI	GAMING & LEISURE PPTYS INC	102,566	$4.538M	0.1%	$43.06	—	COM	36467J108
IDXX	IDEXX LABS INC	13,159	$4.287M	0.1%	$303.60	+21.0%	COM	45168D104
LMT	LOCKHEED MARTIN CORP	10,937	$4.225M	0.1%	$334.32	+13.9%	COM	539830109
AZN	ASTRAZENECA PLC	76,793	$4.211M	0.1%	$54.77	—	SPONSORED ADR	046353108
HCM	HUTCHMED CHINA LTD	469,023	$4.156M	0.1%	$20.26	—	SPONSORED ADS	44842L103
ACGL	ARCH CAP GROUP LTD	89,280	$4.066M	0.1%	$33.55	+28.0%	ORD	G0450A105
EFX	EQUIFAX INC	23,705	$4.064M	0.1%	$132.30	+44.5%	COM	294429105
—	PIONEER NAT RES CO	17,670	$3.826M	0.1%	$225.21	—	COM	723787107
LULU	LULULEMON ATHLETICA INC	13,513	$3.778M	0.1%	$334.93	-7.4%	COM	550021109
—	CATALENT INC	52,174	$3.775M	0.1%	$106.56	—	COM	148806102
QSR	RESTAURANT BRANDS INTL INC	69,750	$3.709M	0.1%	$55.08	+2.6%	COM	76131D103
CFG	CITIZENS FINL GROUP INC	106,895	$3.673M	0.1%	$25.02	+27.1%	COM	174610105
NSC	NORFOLK SOUTHN CORP	17,504	$3.67M	0.1%	$214.43	+3.9%	COM	655844108
NVDA	NVIDIA CORPORATION	28,678	$3.481M	0.1%	$21.81	-27.6%	COM	67066G104
CRSP	CRISPR THERAPEUTICS AG	53,189	$3.476M	0.1%	$82.67	-12.3%	NAMEN AKT	H17182108
QCOM	QUALCOMM INC	29,087	$3.286M	0.1%	$117.68	+8.0%	COM	747525103
SBUX	STARBUCKS CORP	38,796	$3.269M	0.1%	$76.91	+1.9%	COM	855244109
GTLS	CHART INDS INC	16,744	$3.087M	0.1%	$175.56	+5.6%	COM	16115Q308
ARES	ARES MANAGEMENT CORPORATION	48,604	$3.011M	0.1%	$22.63	+179.4%	CL A COM STK	03990B101
PAGS	PAGSEGURO DIGITAL LTD	226,093	$2.991M	0.1%	$38.62	-65.4%	COM CL A	G68707101
MO	ALTRIA GROUP INC	69,252	$2.796M	0.1%	$31.97	+3.4%	COM	02209S103
IFF	INTERNATIONAL FLAVORS&FRAGRA	30,747	$2.793M	0.1%	$113.51	-8.5%	COM	459506101
NVR	NVR INC	698	$2.783M	0.1%	$4487.67	-5.1%	COM	62944T105
RNR	RENAISSANCERE HLDGS LTD	19,419	$2.726M	0.1%	$178.95	-22.5%	COM	G7496G103
SNPS	SYNOPSYS INC	8,861	$2.707M	0.1%	$338.58	0.0%	COM	871607107
SNAP	SNAP INC	274,486	$2.695M	0.1%	$46.30	-74.9%	CL A	83304A106
CMS	CMS ENERGY CORP	46,134	$2.687M	0.1%	$58.10	+4.1%	COM	125896100
LHX	L3HARRIS TECHNOLOGIES INC	12,771	$2.654M	0.1%	$196.02	+9.5%	COM	502431109
CABO	CABLE ONE INC	3,034	$2.588M	0.1%	$1305.79	-11.4%	COM	12685J105
FN	FABRINET	27,047	$2.582M	0.1%	$67.21	+43.2%	SHS	G3323L100
EA	ELECTRONIC ARTS INC	22,263	$2.576M	0.1%	$133.88	-7.3%	COM	285512109
—	WALGREENS BOOTS ALLIANCE INC	80,859	$2.539M	0.1%	$42.70	—	COM	931427108
ETSY	ETSY INC	25,335	$2.537M	0.1%	$204.27	-50.0%	COM	29786A106
ZBH	ZIMMER BIOMET HOLDINGS INC	24,130	$2.523M	0.1%	$114.76	-7.2%	COM	98956P102
IRDM	IRIDIUM COMMUNICATIONS INC	55,639	$2.469M	0.1%	$23.95	+80.9%	COM	46269C102
DAL	DELTA AIR LINES INC DEL	87,369	$2.452M	0.1%	$35.71	-13.5%	COM NEW	247361702
NTR	NUTRIEN LTD	29,236	$2.441M	0.1%	$76.98	+0.0%	COM	67077M108
TOL	TOLL BROTHERS INC	57,484	$2.414M	0.1%	$44.38	+4.5%	COM	889478103
MOS	MOSAIC CO NEW	49,915	$2.412M	0.1%	$46.08	+2.4%	COM	61945C103
TFC	TRUIST FINL CORP	54,841	$2.388M	0.1%	$39.45	+1.9%	COM	89832Q109
TEVA	TEVA PHARMACEUTICAL INDS LTD	295,749	$2.387M	0.1%	$9.43	—	SPONSORED ADS	881624209
BKR	BAKER HUGHES COMPANY	108,109	$2.266M	0.1%	$15.70	+47.1%	CL A	05722G100
HUBS	HUBSPOT INC	8,355	$2.257M	0.1%	$376.96	-15.7%	COM	443573100
CSX	CSX CORP	84,399	$2.248M	0.1%	$22.42	+32.0%	COM	126408103
AMT	AMERICAN TOWER CORP NEW	10,320	$2.216M	0.0%	$178.22	+28.4%	COM	03027X100
PYPL	PAYPAL HLDGS INC	25,286	$2.176M	0.0%	$141.38	-37.4%	COM	70450Y103
VFC	V F CORP	70,782	$2.117M	0.0%	$66.44	-35.1%	COM	918204108
TXN	TEXAS INSTRS INC	13,499	$2.089M	0.0%	$138.10	+9.8%	COM	882508104
RRX	REGAL REXNORD CORPORATION	14,790	$2.076M	0.0%	$155.42	-13.6%	COM	758750103
SLAB	SILICON LABORATORIES INC	16,778	$2.071M	0.0%	$150.07	-10.9%	COM	826919102
WBS	WEBSTER FINL CORP	45,322	$2.049M	0.0%	$47.23	-2.0%	COM	947890109
UBER	UBER TECHNOLOGIES INC	76,787	$2.035M	0.0%	$39.57	-30.2%	COM	90353T100
LI	LI AUTO INC	88,377	$2.034M	0.0%	$38.31	—	SPONSORED ADS	50202M102
SHOP	SHOPIFY INC	71,485	$1.926M	0.0%	$47.20	-27.9%	CL A	82509L107
—	HESS CORP	16,286	$1.775M	0.0%	$108.99	—	COM	42809H107
PAYX	PAYCHEX INC	15,679	$1.759M	0.0%	$101.40	+10.6%	COM	704326107
LEA	LEAR CORP	14,593	$1.747M	0.0%	$147.03	-14.0%	COM NEW	521865204
VRSN	VERISIGN INC	10,031	$1.742M	0.0%	$203.91	-10.1%	COM	92343E102
SBNY	SIGNATURE BK NEW YORK N Y	11,448	$1.729M	0.0%	$272.87	—	COM	82669G104
GH	GUARDANT HEALTH INC	31,579	$1.7M	0.0%	$70.71	-27.4%	COM	40131M109
INCY	INCYTE CORP	25,255	$1.683M	0.0%	$80.03	-7.7%	COM	45337C102
ABNB	AIRBNB INC	15,953	$1.676M	0.0%	$136.12	-18.6%	COM CL A	009066101
CNXC	CONCENTRIX CORP	14,561	$1.625M	0.0%	$129.87	-8.2%	COM	20602D101
INFY	INFOSYS LTD	93,852	$1.593M	0.0%	$10.53	—	SPONSORED ADR	456788108
MRK	MERCK & CO INC	18,350	$1.58M	0.0%	$75.52	+6.5%	COM	58933Y105
EIX	EDISON INTL	27,648	$1.564M	0.0%	$52.65	+7.7%	COM	281020107
FDX	FEDEX CORP	10,483	$1.556M	0.0%	$195.77	0.0%	COM	31428X106
ITT	ITT INC	23,211	$1.517M	0.0%	$87.50	-16.7%	COM	45073V108
GS	GOLDMAN SACHS GROUP INC	5,137	$1.505M	0.0%	$221.35	+34.2%	COM	38141G104
EVRG	EVERGY INC	25,174	$1.495M	0.0%	$57.65	+1.1%	COM	30034W106
AJG	GALLAGHER ARTHUR J & CO	8,321	$1.425M	0.0%	$162.01	+6.1%	COM	363576109
DOW	DOW INC	31,875	$1.4M	0.0%	$39.00	+6.3%	COM	260557103
FCX	FREEPORT-MCMORAN INC	51,105	$1.397M	0.0%	$27.89	0.0%	CL B	35671D857
BA	BOEING CO	11,461	$1.388M	0.0%	$321.23	-52.3%	COM	097023105
ROK	ROCKWELL AUTOMATION INC	6,318	$1.359M	0.0%	$269.30	-18.3%	COM	773903109
PAC	GRUPO AEROPUERTO DEL PACIFIC	10,284	$1.304M	0.0%	$129.77	—	SPON ADR B	400506101
—	SMARTSHEET INC	36,709	$1.261M	0.0%	$48.24	—	COM CL A	83200N103
GE	GENERAL ELECTRIC CO	20,358	$1.26M	0.0%	$52.36	-17.5%	COM NEW	369604301
WMG	WARNER MUSIC GROUP CORP	54,284	$1.26M	0.0%	$27.32	-7.2%	COM CL A	934550203
BNTX	BIONTECH SE	8,749	$1.18M	0.0%	$134.87	—	SPONSORED ADS	09075V102
C	CITIGROUP INC	27,869	$1.161M	0.0%	$48.76	-10.5%	COM NEW	172967424
—	GUARDANT HEALTH INC	1,501,000	$1.1M	0.0%	$0.62	—	NOTE 11/1	40131MAB5
RARE	ULTRAGENYX PHARMACEUTICAL IN	26,429	$1.094M	0.0%	$57.54	-10.7%	COM	90400D108
NVO	NOVO-NORDISK A S	10,957	$1.092M	0.0%	$98.78	—	ADR	670100205
—	FLEETCOR TECHNOLOGIES INC	5,753	$1.014M	0.0%	$240.94	—	COM	339041105
—	ALTERYX INC	17,790	$993K	0.0%	$116.34	—	COM CL A	02156B103
MCD	MCDONALDS CORP	4,224	$975K	0.0%	$227.31	+3.9%	COM	580135101
DLR	DIGITAL RLTY TR INC	9,798	$972K	0.0%	$106.70	+1.7%	COM	253868103
—	ENDEAVOR GROUP HLDGS INC	47,219	$957K	0.0%	$28.45	—	CL A COM	29260Y109
ADM	ARCHER DANIELS MIDLAND CO	11,706	$942K	0.0%	$55.76	+33.2%	COM	039483102
GRFS	GRIFOLS S A	152,346	$938K	0.0%	$17.51	—	SP ADR REP B NVT	398438408
TNDM	TANDEM DIABETES CARE INC	19,444	$930K	0.0%	$106.00	-48.3%	COM NEW	875372203
LYB	LYONDELLBASELL INDUSTRIES N	11,461	$863K	0.0%	$64.41	+4.8%	SHS - A -	N53745100
DXCM	DEXCOM INC	10,688	$861K	0.0%	$98.54	-14.0%	COM	252131107
INTC	INTEL CORP	31,377	$809K	0.0%	$43.08	-25.0%	COM	458140100
TRN	TRINITY INDS INC	37,803	$807K	0.0%	$18.58	+13.9%	COM	896522109
UPS	UNITED PARCEL SERVICE INC	4,455	$720K	0.0%	$153.35	+4.7%	CL B	911312106
GPN	GLOBAL PMTS INC	6,501	$702K	0.0%	$150.60	-20.8%	COM	37940X102
CE	CELANESE CORP DEL	6,904	$624K	0.0%	$76.89	+35.2%	COM	150870103
PG	PROCTER AND GAMBLE CO	4,857	$613K	0.0%	$130.59	0.0%	COM	742718109
WDAY	WORKDAY INC	3,614	$550K	0.0%	$174.23	-10.2%	CL A	98138H101
HUM	HUMANA INC	1,046	$508K	0.0%	$332.19	+41.3%	COM	444859102
HELE	HELEN OF TROY LTD	4,876	$470K	0.0%	$206.04	-37.6%	COM	G4388N106
GILD	GILEAD SCIENCES INC	6,710	$414K	0.0%	$55.78	0.0%	COM	375558103
CEG	CONSTELLATION ENERGY CORP	3,854	$321K	0.0%	$47.25	+51.9%	COM	21037T109
STT	STATE STR CORP	4,685	$285K	0.0%	$54.51	+11.4%	COM	857477103
NET	CLOUDFLARE INC	4,973	$275K	0.0%	$59.39	0.0%	CL A COM	18915M107
JKHY	HENRY JACK & ASSOC INC	1,505	$274K	0.0%	$131.49	+42.8%	COM	426281101
WFC	WELLS FARGO CO NEW	5,755	$231K	0.0%	$39.37	0.0%	COM	949746101
EXC	EXELON CORP	5,860	$220K	0.0%	$24.62	+58.7%	COM	30161N101
BUD	ANHEUSER BUSCH INBEV SA/NV	4,796	$217K	0.0%	$53.88	—	SPONSORED ADR	03524A108
NBIS	YANDEX N V	2,408,143	$0	0.0%	$36.57	—	SHS CLASS A	N97284108