Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AAPL	APPLE INC	7,804,354	$1.363B	5.0%	$83.18	+98.2%	COM	037833100
MSFT	MICROSOFT CORP	3,808,631	$1.174B	4.3%	$25.64	+1036.4%	COM	594918104
EEM	ISHARES TR	16,714,526	$755M	2.8%	$39.36	—	MSCI EMG MKT ETF	464287234
AMZN	AMAZON COM INC	230,878	$753M	2.8%	$19.39	+696.7%	COM	023135106
IEMG	ISHARES INC	7,584,431	$421M	1.5%	$56.97	—	CORE MSCI EMKT	46434G103
GOOGL	ALPHABET INC	150,548	$419M	1.5%	$36.93	+265.0%	CAP STK CL A	02079K305
GOOG	ALPHABET INC	139,532	$390M	1.4%	$37.76	+257.3%	CAP STK CL C	02079K107
TSLA	TESLA INC	355,570	$383M	1.4%	$199.29	+56.3%	COM	88160R101
BRK/B	BERKSHIRE HATHAWAY INC DEL	1,074,127	$379M	1.4%	$118.55	+172.9%	CL B NEW	084670702
META	META PLATFORMS INC	1,452,720	$323M	1.2%	$113.48	+118.7%	CL A	30303M102
NVDA	NVIDIA CORPORATION	1,114,623	$304M	1.1%	$17.99	+39.1%	COM	67066G104
JNJ	JOHNSON & JOHNSON	1,517,057	$269M	1.0%	$87.11	+74.3%	COM	478160104
UNH	UNITEDHEALTH GROUP INC	464,161	$237M	0.9%	$102.75	+339.1%	COM	91324P102
CVX	CHEVRON CORP NEW	1,383,598	$225M	0.8%	$74.41	+65.0%	COM	166764100
BAC	BK OF AMERICA CORP	4,900,442	$202M	0.7%	$13.62	+199.7%	COM	060505104
JPM	JPMORGAN CHASE & CO	1,410,926	$192M	0.7%	$34.48	+287.7%	COM	46625H100
AVGO	BROADCOM INC	293,198	$185M	0.7%	$36.55	+50.7%	COM	11135F101
ABBV	ABBVIE INC	1,135,241	$184M	0.7%	$48.66	+159.8%	COM	00287Y109
CSCO	CISCO SYS INC	3,247,417	$181M	0.7%	$20.04	+150.9%	COM	17275R102
PFE	PFIZER INC	3,229,509	$167M	0.6%	$20.85	+103.7%	COM	717081103
PG	PROCTER AND GAMBLE CO	1,079,218	$165M	0.6%	$87.38	+62.7%	COM	742718109
ABT	ABBOTT LABS	1,371,484	$162M	0.6%	$76.49	+50.8%	COM	002824100
V	VISA INC	728,684	$162M	0.6%	$66.46	+216.1%	COM CL A	92826C839
XOM	EXXON MOBIL CORP	1,788,544	$148M	0.5%	$54.71	+24.1%	COM	30231G102
WFC	WELLS FARGO CO NEW	3,004,180	$146M	0.5%	$30.09	+61.2%	COM	949746101
ORCL	ORACLE CORP	1,750,682	$145M	0.5%	$37.62	+104.6%	COM	68389X105
SPY	SPDR S&P 500 ETF TR	318,732	$144M	0.5%	$176.83	—	TR UNIT	78462F103
MRK	MERCK & CO INC	1,710,019	$140M	0.5%	$40.94	+70.6%	COM	58933Y105
PYPL	PAYPAL HLDGS INC	1,159,601	$134M	0.5%	$100.98	+31.5%	COM	70450Y103
AMAT	APPLIED MATLS INC	986,817	$130M	0.5%	$98.91	+34.3%	COM	038222105
IBM	INTERNATIONAL BUSINESS MACHS	977,136	$127M	0.5%	$102.22	+9.7%	COM	459200101
MO	ALTRIA GROUP INC	2,416,914	$126M	0.5%	$28.04	+32.4%	COM	02209S103
BMY	BRISTOL-MYERS SQUIBB CO	1,722,003	$126M	0.5%	$38.22	+48.7%	COM	110122108
UNP	UNION PAC CORP	457,089	$125M	0.5%	$69.01	+234.1%	COM	907818108
MA	MASTERCARD INCORPORATED	348,456	$125M	0.5%	$110.60	+217.9%	CL A	57636Q104
QCOM	QUALCOMM INC	804,562	$123M	0.5%	$53.52	+187.0%	COM	747525103
PM	PHILIP MORRIS INTL INC	1,283,099	$121M	0.4%	$57.05	+45.1%	COM	718172109
DHR	DANAHER CORPORATION	407,441	$120M	0.4%	$98.05	+150.6%	COM	235851102
COP	CONOCOPHILLIPS	1,193,149	$119M	0.4%	$40.27	+97.8%	COM	20825C104
PLD	PROLOGIS INC.	738,741	$119M	0.4%	$67.42	+100.9%	COM	74340W103
MCD	MCDONALDS CORP	471,183	$117M	0.4%	$86.75	+162.6%	COM	580135101
CCI	CROWN CASTLE INTL CORP NEW	626,429	$116M	0.4%	$115.12	+26.6%	COM	22822V101
AMT	AMERICAN TOWER CORP NEW	454,915	$114M	0.4%	$127.92	+68.0%	COM	03027X100
DIS	DISNEY WALT CO	819,729	$112M	0.4%	$90.49	+56.1%	COM	254687106
TMO	THERMO FISHER SCIENTIFIC INC	188,860	$112M	0.4%	$142.68	+298.2%	COM	883556102
COST	COSTCO WHSL CORP NEW	193,422	$111M	0.4%	$268.27	+86.7%	COM	22160K105
VRTX	VERTEX PHARMACEUTICALS INC	422,031	$110M	0.4%	$173.33	+36.9%	COM	92532F100
NKE	NIKE INC	817,072	$110M	0.4%	$42.47	+210.7%	CL B	654106103
NFLX	NETFLIX INC	288,798	$108M	0.4%	$25.31	+64.5%	COM	64110L106
AXP	AMERICAN EXPRESS CO	570,592	$107M	0.4%	$73.38	+134.1%	COM	025816109
LOW	LOWES COS INC	522,332	$106M	0.4%	$94.03	+126.9%	COM	548661107
HD	HOME DEPOT INC	345,988	$104M	0.4%	$80.26	+291.2%	COM	437076102
CTSH	COGNIZANT TECHNOLOGY SOLUTIO	1,126,188	$101M	0.4%	$56.04	+47.2%	CL A	192446102
MS	MORGAN STANLEY	1,153,692	$101M	0.4%	$23.14	+265.7%	COM NEW	617446448
SCHW	SCHWAB CHARLES CORP	1,178,715	$99.38M	0.4%	$29.70	+180.8%	COM	808513105
WMT	WALMART INC	644,123	$95.92M	0.4%	$28.59	+56.0%	COM	931142103
CVS	CVS HEALTH CORP	931,273	$94.25M	0.3%	$49.29	+86.7%	COM	126650100
CMCSA	COMCAST CORP NEW	1,994,663	$93.39M	0.3%	$30.31	+41.4%	CL A	20030N101
ACN	ACCENTURE PLC IRELAND	274,400	$92.54M	0.3%	$96.71	+229.4%	SHS CLASS A	G1151C101
EL	LAUDER ESTEE COS INC	339,009	$92.32M	0.3%	$228.07	+23.7%	CL A	518439104
CRM	SALESFORCE COM INC	433,859	$92.12M	0.3%	$87.55	+142.9%	COM	79466L302
VZ	VERIZON COMMUNICATIONS INC	1,795,220	$91.45M	0.3%	$30.14	+37.7%	COM	92343V104
GTN	GRAY TELEVISION INC	4,126,750	$91.08M	0.3%	$18.64	+18.3%	COM	389375106
HON	HONEYWELL INTL INC	462,561	$90M	0.3%	$125.50	+35.7%	COM	438516106
GS	GOLDMAN SACHS GROUP INC	264,073	$87.17M	0.3%	$234.19	+36.6%	COM	38141G104
INTC	INTEL CORP	1,740,874	$86.28M	0.3%	$29.57	+56.2%	COM	458140100
CAT	CATERPILLAR INC	383,439	$85.44M	0.3%	$73.70	+165.2%	COM	149123101
DE	DEERE & CO	204,613	$85.01M	0.3%	$121.46	+198.9%	COM	244199105
LLY	LILLY ELI & CO	296,546	$84.92M	0.3%	$59.13	+320.3%	COM	532457108
KO	COCA COLA CO	1,288,034	$79.86M	0.3%	$34.53	+56.6%	COM	191216100
PEP	PEPSICO INC	458,377	$76.72M	0.3%	$69.63	+113.2%	COM	713448108
SBUX	STARBUCKS CORP	831,927	$75.68M	0.3%	$51.08	+68.2%	COM	855244109
MU	MICRON TECHNOLOGY INC	962,615	$74.98M	0.3%	$49.92	+67.0%	COM	595112103
DLR	DIGITAL RLTY TR INC	522,776	$74.13M	0.3%	$95.95	+30.8%	COM	253868103
F	FORD MTR CO DEL	4,305,253	$72.8M	0.3%	$11.94	+21.8%	COM	345370860
SPG	SIMON PPTY GROUP INC NEW	551,351	$72.54M	0.3%	$85.85	+33.3%	COM	828806109
BKNG	BOOKING HOLDINGS INC	30,505	$71.64M	0.3%	$2146.17	+7.1%	COM	09857L108
ADBE	ADOBE SYSTEMS INCORPORATED	156,287	$71.21M	0.3%	$79.48	+505.3%	COM	00724F101
NXPI	NXP SEMICONDUCTORS N V	381,712	$70.65M	0.3%	$189.69	-3.6%	COM	N6596X109
T	AT&T INC	2,954,520	$69.81M	0.3%	$14.66	+1.7%	COM	00206R102
EA	ELECTRONIC ARTS INC	548,178	$69.35M	0.3%	$87.08	+46.3%	COM	285512109
MPC	MARATHON PETE CORP	805,338	$68.86M	0.3%	$48.34	+44.2%	COM	56585A102
NEE	NEXTERA ENERGY INC	803,213	$68.04M	0.2%	$55.62	+29.6%	COM	65339F101
VBR	VANGUARD INDEX FDS	382,480	$67.29M	0.2%	$110.63	—	SM CP VAL ETF	922908611
EQIX	EQUINIX INC	89,940	$66.7M	0.2%	$483.30	+37.5%	COM	29444U700
AMD	ADVANCED MICRO DEVICES INC	609,505	$66.64M	0.2%	$43.15	+176.7%	COM	007903107
NOC	NORTHROP GRUMMAN CORP	146,938	$65.71M	0.2%	$236.25	+64.1%	COM	666807102
HOLX	HOLOGIC INC	822,528	$63.19M	0.2%	$68.95	+4.3%	COM	436440101
BSX	BOSTON SCIENTIFIC CORP	1,419,142	$62.85M	0.2%	$22.44	+93.2%	COM	101137107
FCX	FREEPORT-MCMORAN INC	1,255,313	$62.44M	0.2%	$34.40	+21.6%	CL B	35671D857
CI	CIGNA CORP NEW	257,302	$61.65M	0.2%	$184.10	+18.6%	COM	125523100
SHW	SHERWIN WILLIAMS CO	246,523	$61.54M	0.2%	$208.15	+28.0%	COM	824348106
UPS	UNITED PARCEL SERVICE INC	281,361	$60.34M	0.2%	$83.22	+112.9%	CL B	911312106
STZ	CONSTELLATION BRANDS INC	261,549	$60.24M	0.2%	$193.89	+11.4%	CL A	21036P108
NSC	NORFOLK SOUTHN CORP	209,464	$59.74M	0.2%	$116.46	+117.2%	COM	655844108
PSA	PUBLIC STORAGE	152,391	$59.48M	0.2%	$151.29	+99.1%	COM	74460D109
—	TWITTER INC	1,514,128	$58.58M	0.2%	$41.20	—	COM	90184L102
FDX	FEDEX CORP	252,351	$58.39M	0.2%	$199.31	+8.4%	COM	31428X106
EOG	EOG RES INC	488,958	$58.3M	0.2%	$42.44	+120.3%	COM	26875P101
GM	GENERAL MTRS CO	1,324,530	$57.94M	0.2%	$38.03	+26.7%	COM	37045V100
WM	WASTE MGMT INC DEL	363,372	$57.59M	0.2%	$107.92	+32.1%	COM	94106L109
LHX	L3HARRIS TECHNOLOGIES INC	231,777	$57.59M	0.2%	$178.49	+20.3%	COM	502431109
TXN	TEXAS INSTRS INC	305,998	$56.15M	0.2%	$41.96	+274.9%	COM	882508104
EXC	EXELON CORP	1,167,736	$55.62M	0.2%	$25.00	+47.4%	COM	30161N101
BIIB	BIOGEN INC	263,426	$55.48M	0.2%	$237.04	-8.3%	COM	09062X103
—	LINDE PLC	169,824	$54.25M	0.2%	$163.20	—	SHS	G5494J103
ETN	EATON CORP PLC	356,595	$54.12M	0.2%	$82.39	+78.8%	SHS	G29183103
EMR	EMERSON ELEC CO	551,599	$54.08M	0.2%	$54.20	+61.4%	COM	291011104
AMGN	AMGEN INC	223,575	$54.06M	0.2%	$78.05	+160.5%	COM	031162100
INTU	INTUIT	111,462	$53.59M	0.2%	$86.09	+480.2%	COM	461202103
APD	AIR PRODS & CHEMS INC	213,761	$53.42M	0.2%	$167.38	+38.6%	COM	009158106
AZO	AUTOZONE INC	25,936	$53.03M	0.2%	$942.07	+107.5%	COM	053332102
CB	CHUBB LIMITED	244,916	$52.39M	0.2%	$157.74	+22.3%	COM	H1467J104
RF	REGIONS FINANCIAL CORP NEW	2,248,911	$50.06M	0.2%	$16.68	+19.2%	COM	7591EP100
MRSH	MARSH & MCLENNAN COS INC	291,987	$49.76M	0.2%	$114.03	+30.4%	COM	571748102
MDT	MEDTRONIC PLC	445,492	$49.43M	0.2%	$58.15	+61.1%	SHS	G5960L103
MAR	MARRIOTT INTL INC NEW	275,824	$48.48M	0.2%	$115.13	+39.3%	CL A	571903202
SPGI	S&P GLOBAL INC	117,354	$48.14M	0.2%	$193.82	+103.4%	COM	78409V104
VCSH	VANGUARD SCOTTSDALE FDS	615,635	$48.08M	0.2%	$81.26	—	SHRT TRM CORP BD	92206C409
ESS	ESSEX PPTY TR INC	136,669	$47.22M	0.2%	$220.94	+30.3%	COM	297178105
—	DUKE REALTY CORP	813,033	$47.2M	0.2%	$32.30	—	COM NEW	264411505
BXP	BOSTON PROPERTIES INC	365,993	$47.14M	0.2%	$73.70	+32.1%	COM	101121101
—	JUNIPER NETWORKS INC	1,242,742	$46.18M	0.2%	$25.64	—	COM	48203R104
AKAM	AKAMAI TECHNOLOGIES INC	383,834	$45.83M	0.2%	$93.32	+20.2%	COM	00971T101
YUM	YUM BRANDS INC	385,462	$45.69M	0.2%	$50.13	+128.2%	COM	988498101
MNST	MONSTER BEVERAGE CORP NEW	566,977	$45.3M	0.2%	$45.08	-7.0%	COM	61174X109
NOW	SERVICENOW INC	80,695	$44.94M	0.2%	$63.09	+77.6%	COM	81762P102
DD	DUPONT DE NEMOURS INC	608,941	$44.81M	0.2%	$21.68	+38.7%	COM	26614N102
FFIV	F5 INC	212,625	$44.43M	0.2%	$133.50	+57.2%	COM	315616102
BF/B	BROWN FORMAN CORP	661,138	$44.31M	0.2%	$60.81	+1.9%	CL B	115637209
LMT	LOCKHEED MARTIN CORP	99,596	$43.96M	0.2%	$112.61	+224.2%	COM	539830109
PEG	PUBLIC SVC ENTERPRISE GRP IN	617,941	$43.26M	0.2%	$42.77	+35.7%	COM	744573106
ULTA	ULTA BEAUTY INC	107,431	$42.78M	0.2%	$303.64	+24.0%	COM	90384S303
BND	VANGUARD BD INDEX FDS	533,665	$42.45M	0.2%	$84.18	—	TOTAL BND MRKT	921937835
WELL	WELLTOWER INC	434,798	$41.8M	0.2%	$52.58	+49.6%	COM	95040Q104
JCI	JOHNSON CTLS INTL PLC	634,042	$41.57M	0.2%	$56.04	+13.6%	SHS	G51502105
AON	AON PLC	127,069	$41.38M	0.2%	$238.18	+18.7%	SHS CL A	G0403H108
NI	NISOURCE INC	1,282,013	$40.77M	0.1%	$22.18	+15.1%	COM	65473P105
CNP	CENTERPOINT ENERGY INC	1,323,361	$40.55M	0.1%	$21.21	+19.9%	COM	15189T107
PH	PARKER-HANNIFIN CORP	139,976	$39.72M	0.1%	$132.23	+116.5%	COM	701094104
ELV	ANTHEM INC	80,419	$39.5M	0.1%	$157.30	+175.1%	COM	036752103
O	REALTY INCOME CORP	565,143	$39.16M	0.1%	$44.70	+23.8%	COM	756109104
MLM	MARTIN MARIETTA MATLS INC	98,270	$37.82M	0.1%	$214.97	+75.9%	COM	573284106
KIM	KIMCO RLTY CORP	1,517,839	$37.49M	0.1%	$17.10	+17.8%	COM	49446R109
SBAC	SBA COMMUNICATIONS CORP NEW	108,662	$37.39M	0.1%	$211.15	+44.4%	CL A	78410G104
—	WOLFSPEED INC	326,044	$37.12M	0.1%	$111.84	—	COM	977852102
PGR	PROGRESSIVE CORP	325,329	$37.08M	0.1%	$84.47	+16.6%	COM	743315103
FHN	FIRST HORIZON CORPORATION	1,577,518	$37.06M	0.1%	$8.76	+98.6%	COM	320517105
WY	WEYERHAEUSER CO MTN BE	962,878	$36.49M	0.1%	$22.88	+49.1%	COM NEW	962166104
—	VMWARE INC	320,000	$36.44M	0.1%	$113.87	—	CL A COM	928563402
DGX	QUEST DIAGNOSTICS INC	265,676	$36.36M	0.1%	$89.23	+44.7%	COM	74834L100
—	BLACKROCK INC	47,243	$36.1M	0.1%	$322.62	—	COM	09247X101
STT	STATE STR CORP	412,761	$35.96M	0.1%	$69.63	+16.3%	COM	857477103
ISRG	INTUITIVE SURGICAL INC	118,531	$35.76M	0.1%	$275.19	+6.2%	COM NEW	46120E602
LUV	SOUTHWEST AIRLS CO	773,229	$35.41M	0.1%	$37.76	+8.3%	COM	844741108
PCAR	PACCAR INC	401,880	$35.39M	0.1%	$41.70	+25.7%	COM	693718108
C	CITIGROUP INC	657,491	$35.11M	0.1%	$33.69	+58.8%	COM NEW	172967424
BA	BOEING CO	181,575	$34.77M	0.1%	$103.62	+93.7%	COM	097023105
AVB	AVALONBAY CMNTYS INC	139,594	$34.67M	0.1%	$120.63	+76.3%	COM	053484101
FE	FIRSTENERGY CORP	744,919	$34.16M	0.1%	$33.15	+9.0%	COM	337932107
CEG	CONSTELLATION ENERGY CORP	604,644	$34.01M	0.1%	$47.25	0.0%	COM	21037T109
FOXA	FOX CORP	861,089	$33.97M	0.1%	$35.90	+7.4%	CL A COM	35137L105
GE	GENERAL ELECTRIC CO	364,238	$33.33M	0.1%	$62.95	-7.0%	COM NEW	369604301
ARE	ALEXANDRIA REAL ESTATE EQ IN	165,548	$33.32M	0.1%	$101.70	+59.9%	COM	015271109
GILD	GILEAD SCIENCES INC	554,159	$32.95M	0.1%	$34.79	+58.5%	COM	375558103
DAR	DARLING INGREDIENTS INC	407,609	$32.76M	0.1%	$46.83	+48.7%	COM	237266101
CAH	CARDINAL HEALTH INC	577,198	$32.73M	0.1%	$50.38	-2.4%	COM	14149Y108
AWK	AMERICAN WTR WKS CO INC NEW	191,949	$31.77M	0.1%	$107.20	+36.3%	COM	030420103
ADP	AUTOMATIC DATA PROCESSING IN	139,175	$31.67M	0.1%	$40.51	+386.1%	COM	053015103
EQT	EQT CORP	909,906	$31.31M	0.1%	$20.78	+10.7%	COM	26884L109
HPE	HEWLETT PACKARD ENTERPRISE C	1,853,552	$30.97M	0.1%	$13.40	+11.6%	COM	42824C109
EWBC	EAST WEST BANCORP INC	391,543	$30.94M	0.1%	$24.09	+213.9%	COM	27579R104
EQR	EQUITY RESIDENTIAL	341,045	$30.67M	0.1%	$43.25	+74.1%	SH BEN INT	29476L107
SYK	STRYKER CORPORATION	111,242	$29.74M	0.1%	$112.42	+120.8%	COM	863667101
ZTS	ZOETIS INC	156,760	$29.56M	0.1%	$32.36	+488.0%	CL A	98978V103
MOH	MOLINA HEALTHCARE INC	88,550	$29.54M	0.1%	$90.28	+241.0%	COM	60855R100
AIG	AMERICAN INTL GROUP INC	467,502	$29.34M	0.1%	$45.71	+20.4%	COM NEW	026874784
MET	METLIFE INC	415,786	$29.22M	0.1%	$47.51	+26.5%	COM	59156R108
CSL	CARLISLE COS INC	118,814	$29.22M	0.1%	$80.73	+177.5%	COM	142339100
MDLZ	MONDELEZ INTL INC	459,993	$28.88M	0.1%	$31.69	+85.1%	CL A	609207105
ADI	ANALOG DEVICES INC	174,057	$28.75M	0.1%	$70.47	+114.6%	COM	032654105
AA	ALCOA CORP	319,260	$28.74M	0.1%	$52.96	+31.3%	COM	013872106
BLDR	BUILDERS FIRSTSOURCE INC	443,405	$28.62M	0.1%	$34.68	+109.3%	COM	12008R107
STLD	STEEL DYNAMICS INC	341,370	$28.48M	0.1%	$38.62	+64.3%	COM	858119100
DUK	DUKE ENERGY CORP NEW	254,864	$28.46M	0.1%	$58.39	+52.7%	COM NEW	26441C204
CME	CME GROUP INC	119,077	$28.32M	0.1%	$42.36	+373.9%	COM	12572Q105
MMM	3M CO	189,221	$28.17M	0.1%	$75.89	+51.0%	COM	88579Y101
BBY	BEST BUY INC	308,134	$28.01M	0.1%	$83.06	-1.1%	COM	086516101
JLL	JONES LANG LASALLE INC	116,563	$27.91M	0.1%	$99.34	+145.3%	COM	48020Q107
PRU	PRUDENTIAL FINL INC	235,143	$27.79M	0.1%	$78.45	+20.0%	COM	744320102
GGG	GRACO INC	396,635	$27.65M	0.1%	$35.86	+90.7%	COM	384109104
SCI	SERVICE CORP INTL	418,282	$27.53M	0.1%	$44.25	+42.3%	COM	817565104
CSX	CSX CORP	734,885	$27.52M	0.1%	$22.43	+49.3%	COM	126408103
EXR	EXTRA SPACE STORAGE INC	133,746	$27.5M	0.1%	$71.44	+136.5%	COM	30225T102
RS	RELIANCE STEEL & ALUMINUM CO	149,110	$27.34M	0.1%	$103.53	+67.1%	COM	759509102
—	LIFE STORAGE INC	192,650	$27.05M	0.1%	$90.66	—	COM	53223X107
ILMN	ILLUMINA INC	77,409	$27.05M	0.1%	$231.86	+45.7%	COM	452327109
GD	GENERAL DYNAMICS CORP	112,062	$27.03M	0.1%	$60.04	+241.1%	COM	369550108
RPM	RPM INTL INC	331,365	$26.99M	0.1%	$50.34	+70.5%	COM	749685103
HUM	HUMANA INC	61,855	$26.92M	0.1%	$252.24	+59.5%	COM	444859102
NVR	NVR INC	5,885	$26.29M	0.1%	$4363.36	+16.8%	COM	62944T105
WSM	WILLIAMS SONOMA INC	178,925	$25.94M	0.1%	$46.86	+49.7%	COM	969904101
PNC	PNC FINL SVCS GROUP INC	139,158	$25.67M	0.1%	$44.17	+294.2%	COM	693475105
JAZZ	JAZZ PHARMACEUTICALS PLC	164,056	$25.54M	0.1%	$146.28	-0.8%	SHS USD	G50871105
SO	SOUTHERN CO	351,144	$25.46M	0.1%	$28.30	+107.4%	COM	842587107
BRX	BRIXMOR PPTY GROUP INC	980,503	$25.31M	0.1%	$22.85	—	COM	11120U105
BDX	BECTON DICKINSON & CO	94,354	$25.1M	0.1%	$168.93	+42.7%	COM	075887109
TFC	TRUIST FINL CORP	442,289	$25.08M	0.1%	$32.68	+54.9%	COM	89832Q109
TMUS	T-MOBILE US INC	194,534	$24.97M	0.1%	$82.75	+39.1%	COM	872590104
—	LAM RESEARCH CORP	46,220	$24.85M	0.1%	$43.75	—	COM	512807108
EFA	ISHARES TR	335,666	$24.7M	0.1%	$63.27	—	MSCI EAFE ETF	464287465
REGN	REGENERON PHARMACEUTICALS	35,357	$24.69M	0.1%	$395.36	+59.1%	COM	75886F107
MKSI	MKS INSTRS INC	164,269	$24.64M	0.1%	$132.48	+13.5%	COM	55306N104
VTR	VENTAS INC	398,738	$24.63M	0.1%	$42.46	+12.1%	COM	92276F100
ICE	INTERCONTINENTAL EXCHANGE IN	186,158	$24.59M	0.1%	$46.46	+163.8%	COM	45866F104
NVST	ENVISTA HOLDINGS CORPORATION	501,632	$24.43M	0.1%	$42.68	+8.1%	COM	29415F104
—	APARTMENT INCOME REIT CORP	455,682	$24.36M	0.1%	$46.95	—	COM	03750L109
RRX	REGAL REXNORD CORPORATION	163,270	$24.29M	0.1%	$133.22	+20.3%	COM	758750103
HUBB	HUBBELL INC	131,263	$24.12M	0.1%	$88.37	+100.0%	COM	443510607
MAA	MID-AMER APT CMNTYS INC	115,078	$24.1M	0.1%	$94.68	+91.7%	COM	59522J103
TJX	TJX COS INC NEW	395,237	$23.94M	0.1%	$40.07	+57.8%	COM	872540109
UTHR	UNITED THERAPEUTICS CORP DEL	132,894	$23.84M	0.1%	$145.35	+31.1%	COM	91307C102
USB	US BANCORP DEL	447,442	$23.78M	0.1%	$22.09	+116.6%	COM NEW	902973304
FR	FIRST INDL RLTY TR INC	383,054	$23.71M	0.1%	$46.88	—	COM	32054K103
WBS	WEBSTER FINL CORP	420,899	$23.62M	0.1%	$49.36	+20.3%	COM	947890109
OGE	OGE ENERGY CORP	579,152	$23.62M	0.1%	$38.27	-0.9%	COM	670837103
LUMN	LUMEN TECHNOLOGIES INC	2,086,426	$23.51M	0.1%	$10.78	-0.1%	COM	550241103
—	II-VI INC	322,022	$23.34M	0.1%	$46.50	—	COM	902104108
AVY	AVERY DENNISON CORP	133,833	$23.28M	0.1%	$100.95	+71.8%	COM	053611109
LITE	LUMENTUM HLDGS INC	237,234	$23.15M	0.1%	$64.66	+51.3%	COM	55024U109
AGCO	AGCO CORP	157,818	$23.05M	0.1%	$73.53	+49.0%	COM	001084102
—	SYNOVUS FINL CORP	469,368	$23M	0.1%	$35.29	—	COM NEW	87161C501
OC	OWENS CORNING NEW	250,122	$22.89M	0.1%	$57.11	+60.9%	COM	690742101
—	ALLEGHANY CORP MD	26,975	$22.85M	0.1%	$682.54	—	COM	017175100
AFG	AMERICAN FINL GROUP INC OHIO	156,890	$22.85M	0.1%	$63.39	+58.3%	COM	025932104
D	DOMINION ENERGY INC	268,377	$22.8M	0.1%	$47.14	+41.9%	COM	25746U109
MDY	SPDR S&P MIDCAP 400 ETF TR	46,421	$22.77M	0.1%	$210.80	—	UTSER1 S&PDCRP	78467Y107
MSI	MOTOROLA SOLUTIONS INC	93,922	$22.75M	0.1%	$72.52	+205.8%	COM NEW	620076307
MASI	MASIMO CORP	155,862	$22.68M	0.1%	$117.25	+63.8%	COM	574795100
TRGP	TARGA RES CORP	300,437	$22.67M	0.1%	$35.41	+63.9%	COM	87612G101
AXON	AXON ENTERPRISE INC	163,301	$22.49M	0.1%	$110.89	+23.7%	COM	05464C101
CPT	CAMDEN PPTY TR	134,094	$22.29M	0.1%	$61.78	+131.3%	SH BEN INT	133131102
CIEN	CIENA CORP	363,705	$22.05M	0.1%	$27.20	+140.6%	COM NEW	171779309
—	PINNACLE FINL PARTNERS INC	236,400	$21.77M	0.1%	$60.46	—	COM	72346Q104
—	AMERICAN CAMPUS CMNTYS INC	386,989	$21.66M	0.1%	$46.87	—	COM	024835100
XPO	XPO LOGISTICS INC	296,194	$21.56M	0.1%	$29.00	+44.1%	COM	983793100
CHTR	CHARTER COMMUNICATIONS INC N	39,492	$21.54M	0.1%	$365.36	+60.7%	CL A	16119P108
LAD	LITHIA MTRS INC	71,730	$21.53M	0.1%	$297.68	+4.9%	COM	536797103
KRC	KILROY RLTY CORP	280,886	$21.46M	0.1%	$61.66	—	COM	49427F108
LECO	LINCOLN ELEC HLDGS INC	154,871	$21.34M	0.1%	$72.71	+80.1%	COM	533900106
ATR	APTARGROUP INC	181,272	$21.3M	0.1%	$97.80	+14.0%	COM	038336103
CL	COLGATE PALMOLIVE CO	279,260	$21.18M	0.1%	$54.06	+33.8%	COM	194162103
KSS	KOHLS CORP	349,791	$21.15M	0.1%	$41.08	+37.5%	COM	500255104
WWD	WOODWARD INC	169,179	$21.13M	0.1%	$95.09	+20.5%	COM	980745103
WMG	WARNER MUSIC GROUP CORP	557,800	$21.11M	0.1%	$34.51	0.0%	COM CL A	934550203
MPT	MEDICAL PPTYS TRUST INC	993,184	$21M	0.1%	$17.44	—	COM	58463J304
NEM	NEWMONT CORP	264,212	$20.99M	0.1%	$26.98	+122.5%	COM	651639106
—	ACTIVISION BLIZZARD INC	258,125	$20.68M	0.1%	$49.10	—	COM	00507V109
CHDN	CHURCHILL DOWNS INC	92,568	$20.53M	0.1%	$40.63	+167.0%	COM	171484108
BAX	BAXTER INTL INC	264,378	$20.5M	0.1%	$68.95	+10.8%	COM	071813109
LSCC	LATTICE SEMICONDUCTOR CORP	333,280	$20.31M	0.1%	$65.98	—	COM	518415104
FIS	FIDELITY NATL INFORMATION SV	201,758	$20.26M	0.1%	$71.13	+33.4%	COM	31620M106
CLF	CLEVELAND-CLIFFS INC NEW	627,349	$20.21M	0.1%	$17.10	+33.3%	COM	185899101
MRNA	MODERNA INC	116,873	$20.13M	0.1%	$368.80	-54.4%	COM	60770K107
ARW	ARROW ELECTRS INC	169,310	$20.09M	0.1%	$72.62	+72.5%	COM	042735100
NFG	NATIONAL FUEL GAS CO	291,084	$20M	0.1%	$48.71	+29.9%	COM	636180101
FISV	FISERV INC	196,880	$19.96M	0.1%	$62.18	+62.8%	COM	337738108
CHE	CHEMED CORP NEW	39,300	$19.91M	0.1%	$309.90	+52.7%	COM	16359R103
HCA	HCA HEALTHCARE INC	79,349	$19.89M	0.1%	$107.92	+124.9%	COM	40412C101
INGR	INGREDION INC	228,003	$19.87M	0.1%	$93.62	-3.3%	COM	457187102
CBSH	COMMERCE BANCSHARES INC	277,493	$19.87M	0.1%	$32.68	+74.8%	COM	200525103
ITW	ILLINOIS TOOL WKS INC	94,637	$19.82M	0.1%	$77.22	+163.8%	COM	452308109
SF	STIFEL FINL CORP	291,101	$19.77M	0.1%	$35.67	+87.1%	COM	860630102
VAC	MARRIOTT VACATIONS WORLDWIDE	124,151	$19.58M	0.1%	$113.87	+41.3%	COM	57164Y107
DTM	DT MIDSTREAM INC	359,022	$19.48M	0.1%	$36.13	+21.6%	COMMON STOCK	23345M107
FSLR	FIRST SOLAR INC	230,347	$19.29M	0.1%	$44.78	+71.0%	COM	336433107
EHC	ENCOMPASS HEALTH CORP	270,444	$19.23M	0.1%	$42.25	+18.9%	COM	29261A100
SLB	SCHLUMBERGER LTD	464,982	$19.21M	0.1%	$57.48	-37.5%	COM STK	806857108
—	PDC ENERGY INC	262,075	$19.05M	0.1%	$72.68	—	COM	69327R101
NYT	NEW YORK TIMES CO	412,644	$18.92M	0.1%	$32.16	+28.9%	CL A	650111107
ORI	OLD REP INTL CORP	730,131	$18.89M	0.1%	$13.95	+38.2%	COM	680223104
GMED	GLOBUS MED INC	255,995	$18.89M	0.1%	$41.48	+67.6%	CL A	379577208
GXO	GXO LOGISTICS INCORPORATED	264,464	$18.87M	0.1%	$75.79	+5.4%	COMMON STOCK	36262G101
—	PIONEER NAT RES CO	75,228	$18.81M	0.1%	$143.28	—	COM	723787107
EFX	EQUIFAX INC	78,749	$18.67M	0.1%	$94.67	+142.0%	COM	294429105
DOC	HEALTHPEAK PROPERTIES INC	538,559	$18.49M	0.1%	$23.29	+15.8%	COM	42250P103
JEF	JEFFERIES FINL GROUP INC	562,073	$18.46M	0.1%	$15.55	+92.5%	COM	47233W109
UGI	UGI CORP NEW	509,686	$18.46M	0.1%	$34.73	+15.2%	COM	902681105
RGA	REINSURANCE GRP OF AMERICA I	168,135	$18.4M	0.1%	$88.59	+24.9%	COM NEW	759351604
MTCH	MATCH GROUP INC NEW	168,852	$18.36M	0.1%	$142.99	-24.5%	COM	57667L107
KLAC	KLA CORP	49,936	$18.28M	0.1%	$37.16	+866.2%	COM NEW	482480100
EXP	EAGLE MATLS INC	141,633	$18.18M	0.1%	$83.44	+66.3%	COM	26969P108
CMI	CUMMINS INC	88,187	$18.09M	0.1%	$93.63	+110.0%	COM	231021106
MCO	MOODYS CORP	53,586	$18.08M	0.1%	$45.43	+615.9%	COM	615369105
COF	CAPITAL ONE FINL CORP	137,137	$18M	0.1%	$44.87	+202.8%	COM	14040H105
CGNX	COGNEX CORP	231,978	$17.9M	0.1%	$47.05	+41.6%	COM	192422103
SRE	SEMPRA	105,805	$17.79M	0.1%	$29.19	+117.3%	COM	816851109
WTRG	ESSENTIAL UTILS INC	345,881	$17.68M	0.1%	$47.26	+2.1%	COM	29670G102
UNM	UNUM GROUP	559,465	$17.63M	0.1%	$26.27	+6.3%	COM	91529Y106
DCI	DONALDSON INC	335,022	$17.4M	0.1%	$42.87	+19.2%	COM	257651109
GNTX	GENTEX CORP	595,540	$17.37M	0.1%	$23.32	+33.4%	COM	371901109
TDC	TERADATA CORP DEL	352,363	$17.37M	0.1%	$38.80	+18.2%	COM	88076W103
CNXC	CONCENTRIX CORP	103,789	$17.29M	0.1%	$131.26	+34.4%	COM	20602D101
CVLT	COMMVAULT SYS INC	259,878	$17.24M	0.1%	$53.70	+22.4%	COM	204166102
ITT	ITT INC	228,772	$17.21M	0.1%	$51.18	+72.4%	COM	45073V108
—	HEALTHCARE RLTY TR	625,591	$17.19M	0.1%	$30.84	—	COM	421946104
SEIC	SEI INVTS CO	284,761	$17.14M	0.1%	$33.64	+67.6%	COM	784117103
DG	DOLLAR GEN CORP NEW	76,770	$17.09M	0.1%	$110.44	+80.1%	COM	256677105
DKS	DICKS SPORTING GOODS INC	170,244	$17.03M	0.1%	$72.59	+38.1%	COM	253393102
—	ASPEN TECHNOLOGY INC	102,968	$17.03M	0.1%	$139.70	—	COM	045327103
TXRH	TEXAS ROADHOUSE INC	202,882	$16.99M	0.1%	$64.48	+23.7%	COM	882681109
SNPS	SYNOPSYS INC	50,839	$16.94M	0.1%	$41.56	+651.1%	COM	871607107
CLH	CLEAN HARBORS INC	151,182	$16.88M	0.1%	$69.11	+42.9%	COM	184496107
UDR	UDR INC	293,107	$16.82M	0.1%	$26.99	+80.5%	COM	902653104
OZK	BANK OZK	393,751	$16.81M	0.1%	$29.93	+34.5%	COM	06417N103
NVT	NVENT ELECTRIC PLC	481,226	$16.74M	0.1%	$21.53	+53.7%	SHS	G6700G107
ADM	ARCHER DANIELS MIDLAND CO	185,395	$16.73M	0.1%	$34.45	+102.2%	COM	039483102
EME	EMCOR GROUP INC	148,121	$16.68M	0.1%	$58.44	+99.0%	COM	29084Q100
OXY	OCCIDENTAL PETE CORP	293,982	$16.68M	0.1%	$54.09	-22.8%	COM	674599105
AEP	AMERICAN ELEC PWR CO INC	166,875	$16.65M	0.1%	$53.97	+46.8%	COM	025537101
ROP	ROPER TECHNOLOGIES INC	34,950	$16.5M	0.1%	$300.13	+46.3%	COM	776696106
DXCM	DEXCOM INC	32,113	$16.43M	0.1%	$89.45	+22.3%	COM	252131107
BC	BRUNSWICK CORP	201,356	$16.29M	0.1%	$42.35	+100.0%	COM	117043109
CNC	CENTENE CORP DEL	193,332	$16.28M	0.1%	$48.03	+70.8%	COM	15135B101
CC	CHEMOURS CO	515,661	$16.23M	0.1%	$21.96	+23.6%	COM	163851108
ASGN	ASGN INC	138,305	$16.14M	0.1%	$65.39	+73.3%	COM	00191U102
RKT	ROCKET COS INC	1,450,000	$16.12M	0.1%	$19.40	-42.8%	COM CL A	77311W101
FICO	FAIR ISAAC CORP	34,482	$16.08M	0.1%	$95.29	+395.5%	COM	303250104
IRM	IRON MTN INC NEW	289,229	$16.03M	0.1%	$23.50	+74.3%	COM	46284V101
LSTR	LANDSTAR SYS INC	105,793	$15.96M	0.1%	$74.32	—	COM	515098101
DINO	HF SINCLAIR CORPORATION	399,954	$15.94M	0.1%	$30.32	0.0%	COM	403949100
—	SPIRIT RLTY CAP INC NEW	346,154	$15.93M	0.1%	$45.59	—	COM NEW	84860W300
—	AMEDISYS INC	92,177	$15.88M	0.1%	$133.02	—	COM	023436108
—	HUDSON PAC PPTYS INC	570,669	$15.84M	0.1%	$24.57	—	COM	444097109
REXR	REXFORD INDL RLTY INC	210,280	$15.69M	0.1%	$51.25	—	COM	76169C100
ADSK	AUTODESK INC	72,883	$15.62M	0.1%	$77.39	+197.7%	COM	052769106
FNB	F N B CORP	1,252,425	$15.59M	0.1%	$9.67	+18.5%	COM	302520101
BLD	TOPBUILD CORP	85,901	$15.58M	0.1%	$146.53	+52.8%	COM	89055F103
DOW	DOW INC	243,774	$15.53M	0.1%	$40.45	+19.3%	COM	260557103
MDU	MDU RES GROUP INC	582,711	$15.53M	0.1%	$7.69	+23.0%	COM	552690109
IDXX	IDEXX LABS INC	28,095	$15.37M	0.1%	$72.92	+621.3%	COM	45168D104
ORLY	OREILLY AUTOMOTIVE INC	22,324	$15.29M	0.1%	$6.51	+586.2%	COM	67103H107
HAIN	HAIN CELESTIAL GROUP INC	444,232	$15.28M	0.1%	$39.69	-8.5%	COM	405217100
ARWR	ARROWHEAD PHARMACEUTICALS IN	331,575	$15.25M	0.1%	$50.92	-2.8%	COM	04280A100
MCK	MCKESSON CORP	49,632	$15.19M	0.1%	$120.79	+120.7%	COM	58155Q103
CDNS	CADENCE DESIGN SYSTEM INC	91,825	$15.1M	0.1%	$18.01	+751.6%	COM	127387108
—	IAA INC	393,400	$15.05M	0.1%	$48.67	—	COM	449253103
YETI	YETI HLDGS INC	250,794	$15.04M	0.1%	$84.79	-23.9%	COM	98585X104
APH	AMPHENOL CORP NEW	198,446	$14.95M	0.1%	$19.55	+90.9%	CL A	032095101
QLYS	QUALYS INC	104,810	$14.93M	0.1%	$102.04	+25.2%	COM	74758T303
MTZ	MASTEC INC	170,322	$14.84M	0.1%	$47.33	+84.6%	COM	576323109
IP	INTERNATIONAL PAPER CO	320,551	$14.79M	0.1%	$30.13	+28.3%	COM	460146103
CMG	CHIPOTLE MEXICAN GRILL INC	9,321	$14.75M	0.1%	$8.05	+273.9%	COM	169656105
INCY	INCYTE CORP	184,850	$14.68M	0.1%	$93.97	-22.6%	COM	45337C102
TOL	TOLL BROTHERS INC	311,743	$14.66M	0.1%	$51.33	+9.2%	COM	889478103
IQV	IQVIA HLDGS INC	63,297	$14.63M	0.1%	$132.35	+78.9%	COM	46266C105
ECL	ECOLAB INC	82,604	$14.59M	0.1%	$89.98	+99.5%	COM	278865100
AVNT	AVIENT CORPORATION	302,846	$14.54M	0.1%	$22.84	+103.9%	COM	05368V106
PAYX	PAYCHEX INC	106,381	$14.52M	0.1%	$22.91	+378.9%	COM	704326107
SIGI	SELECTIVE INS GROUP INC	161,288	$14.41M	0.1%	$64.16	+19.0%	COM	816300107
OPCH	OPTION CARE HEALTH INC	504,631	$14.41M	0.1%	$24.42	+2.8%	COM NEW	68404L201
TNL	TRAVEL PLUS LEISURE CO	247,832	$14.36M	0.1%	$46.55	+2.7%	COM	894164102
THG	HANOVER INS GROUP INC	95,886	$14.34M	0.1%	$101.03	+26.0%	COM	410867105
—	NATIONAL INSTRS CORP	353,043	$14.33M	0.1%	$39.56	—	COM	636518102
EVR	EVERCORE INC	128,477	$14.3M	0.1%	$64.16	+78.1%	CLASS A	29977A105
TGNA	TEGNA INC	636,745	$14.26M	0.1%	$13.89	+51.2%	COM	87901J105
—	PACWEST BANCORP DEL	330,709	$14.26M	0.1%	$44.02	—	COM	695263103
ACM	AECOM	185,457	$14.24M	0.1%	$30.54	+131.6%	COM	00766T100
ADNT	ADIENT PLC	349,144	$14.23M	0.1%	$36.50	+17.7%	ORD SHS	G0084W101
SAIC	SCIENCE APPLICATIONS INTL CO	154,007	$14.2M	0.1%	$66.03	+30.6%	COM	808625107
—	SKECHERS U S A INC	347,308	$14.16M	0.1%	$37.14	—	CL A	830566105
—	TE CONNECTIVITY LTD	107,873	$14.13M	0.1%	$43.04	—	SHS	H84989104
GT	GOODYEAR TIRE & RUBR CO	987,476	$14.11M	0.1%	$17.32	+2.5%	COM	382550101
MAN	MANPOWERGROUP INC WIS	149,911	$14.08M	0.1%	$80.74	+26.2%	COM	56418H100
SGI	TEMPUR SEALY INTL INC	502,794	$14.04M	0.1%	$32.71	+12.6%	COM	88023U101
HLT	HILTON WORLDWIDE HLDGS INC	92,347	$14.01M	0.1%	$65.75	+121.5%	COM	43300A203
TXT	TEXTRON INC	187,463	$13.94M	0.1%	$33.88	+112.3%	COM	883203101
—	ABIOMED INC	42,010	$13.91M	0.1%	$278.00	—	COM	003654100
LDOS	LEIDOS HOLDINGS INC	128,669	$13.9M	0.1%	$72.16	+27.0%	COM	525327102
OGS	ONE GAS INC	157,313	$13.88M	0.1%	$66.43	+21.2%	COM	68235P108
HST	HOST HOTELS & RESORTS INC	713,250	$13.86M	0.1%	$11.31	+31.9%	COM	44107P104
CAR	AVIS BUDGET GROUP	52,587	$13.85M	0.1%	$34.42	+455.3%	COM	053774105
CTVA	CORTEVA INC	240,882	$13.85M	0.1%	$25.02	+95.8%	COM	22052L104
MCHP	MICROCHIP TECHNOLOGY INC.	184,217	$13.84M	0.1%	$44.23	+55.9%	COM	595017104
VLO	VALERO ENERGY CORP	135,459	$13.76M	0.1%	$46.11	+66.9%	COM	91913Y100
KMB	KIMBERLY-CLARK CORP	111,592	$13.74M	0.1%	$76.04	+49.9%	COM	494368103
SYY	SYSCO CORP	168,131	$13.73M	0.1%	$64.60	+12.4%	COM	871829107
SMTC	SEMTECH CORP	197,049	$13.66M	0.1%	$49.65	+44.5%	COM	816850101
MSCI	MSCI INC	26,927	$13.54M	0.0%	$62.42	+695.2%	COM	55354G100
GIS	GENERAL MLS INC	199,859	$13.53M	0.0%	$44.23	+32.9%	COM	370334104
GME	GAMESTOP CORP NEW	81,146	$13.52M	0.0%	$45.70	-35.3%	CL A	36467W109
WMB	WILLIAMS COS INC	402,572	$13.45M	0.0%	$18.22	+40.2%	COM	969457100
SEDG	SOLAREDGE TECHNOLOGIES INC	41,701	$13.44M	0.0%	$89.86	+205.6%	COM	83417M104
NUE	NUCOR CORP	90,122	$13.4M	0.0%	$61.78	+87.0%	COM	670346105
PSX	PHILLIPS 66	155,014	$13.39M	0.0%	$41.48	+75.6%	COM	718546104
—	ALLETE INC	199,780	$13.38M	0.0%	$76.70	—	COM NEW	018522300
LAMR	LAMAR ADVERTISING CO NEW	113,916	$13.23M	0.0%	$59.14	—	CL A	512816109
WSO	WATSCO INC	43,335	$13.2M	0.0%	$135.13	+111.1%	COM	942622200
A	AGILENT TECHNOLOGIES INC	99,520	$13.17M	0.0%	$59.55	+125.0%	COM	00846U101
LEA	LEAR CORP	91,338	$13.02M	0.0%	$114.03	+28.9%	COM NEW	521865204
HPQ	HP INC	358,737	$13.02M	0.0%	$9.12	+251.4%	COM	40434L105
CARR	CARRIER GLOBAL CORPORATION	283,457	$13M	0.0%	$33.46	+33.3%	COM	14448C104
LIVN	LIVANOVA PLC	158,737	$12.99M	0.0%	$72.56	+7.2%	SHS	G5509L101
PCH	POTLATCHDELTIC CORPORATION	245,819	$12.96M	0.0%	$50.49	—	COM	737630103
—	UNITED STATES STL CORP NEW	342,371	$12.92M	0.0%	$16.19	—	COM	912909108
GPN	GLOBAL PMTS INC	94,346	$12.91M	0.0%	$94.35	+42.6%	COM	37940X102
XEL	XCEL ENERGY INC	178,479	$12.88M	0.0%	$19.31	+212.6%	COM	98389B100
ALL	ALLSTATE CORP	92,972	$12.88M	0.0%	$78.07	+46.4%	COM	020002101
AFL	AFLAC INC	198,785	$12.8M	0.0%	$35.07	+63.4%	COM	001055102
DPZ	DOMINOS PIZZA INC	31,416	$12.79M	0.0%	$291.70	+41.6%	COM	25754A201
KR	KROGER CO	221,686	$12.72M	0.0%	$27.40	+66.6%	COM	501044101
EMN	EASTMAN CHEM CO	113,379	$12.71M	0.0%	$72.47	+39.3%	COM	277432100
RGEN	REPLIGEN CORP	67,467	$12.69M	0.0%	$96.51	+96.8%	COM	759916109
—	SIX FLAGS ENTMT CORP NEW	290,937	$12.66M	0.0%	$49.77	—	COM	83001A102
RUN	SUNRUN INC	413,340	$12.55M	0.0%	$48.74	-42.8%	COM	86771W105
VOYA	VOYA FINANCIAL INC	187,508	$12.44M	0.0%	$61.32	+3.0%	COM	929089100
TKR	TIMKEN CO	204,904	$12.44M	0.0%	$56.20	+18.3%	COM	887389104
CTAS	CINTAS CORP	29,214	$12.43M	0.0%	$10.01	+837.8%	COM	172908105
DVN	DEVON ENERGY CORP NEW	208,608	$12.34M	0.0%	$24.68	+80.6%	COM	25179M103
KMI	KINDER MORGAN INC DEL	646,105	$12.22M	0.0%	$20.07	-29.3%	COM	49456B101
RGLD	ROYAL GOLD INC	86,123	$12.17M	0.0%	$97.00	+20.5%	COM	780287108
BK	BANK NEW YORK MELLON CORP	245,122	$12.16M	0.0%	$20.25	+150.6%	COM	064058100
THC	TENET HEALTHCARE CORP	140,561	$12.08M	0.0%	$31.70	+159.2%	COM NEW	88033G407
BJ	BJS WHSL CLUB HLDGS INC	178,401	$12.06M	0.0%	$33.54	+87.2%	COM	05550J101
AJG	GALLAGHER ARTHUR J & CO	69,068	$12.06M	0.0%	$103.55	+48.1%	COM	363576109
QRVO	QORVO INC	97,105	$12.05M	0.0%	$107.72	+25.6%	COM	74736K101
SABR	SABRE CORP	1,049,384	$11.99M	0.0%	$15.98	-38.7%	COM	78573M104
MIDD	MIDDLEBY CORP	72,988	$11.97M	0.0%	$66.10	+174.8%	COM	596278101
DLTR	DOLLAR TREE INC	74,534	$11.94M	0.0%	$46.97	+201.2%	COM	256746108
ETSY	ETSY INC	96,033	$11.94M	0.0%	$100.06	+48.6%	COM	29786A106
RAMP	LIVERAMP HLDGS INC	318,346	$11.9M	0.0%	$44.59	-6.3%	COM	53815P108
EBAY	EBAY INC.	207,414	$11.88M	0.0%	$22.33	+142.0%	COM	278642103
BOH	BANK HAWAII CORP	141,315	$11.86M	0.0%	$35.96	+101.0%	COM	062540109
CRI	CARTERS INC	128,557	$11.83M	0.0%	$79.02	-0.0%	COM	146229109
TT	TRANE TECHNOLOGIES PLC	77,378	$11.82M	0.0%	$93.73	+66.2%	SHS	G8994E103
TTC	TORO CO	137,653	$11.77M	0.0%	$53.70	+73.4%	COM	891092108
MKTX	MARKETAXESS HLDGS INC	34,539	$11.75M	0.0%	$325.25	+5.8%	COM	57060D108
RMD	RESMED INC	48,452	$11.75M	0.0%	$87.68	+166.5%	COM	761152107
FANG	DIAMONDBACK ENERGY INC	85,326	$11.7M	0.0%	$56.59	+90.2%	COM	25278X109
IVZ	INVESCO LTD	507,063	$11.69M	0.0%	$19.80	-6.3%	SHS	G491BT108
TTEK	TETRA TECH INC NEW	70,853	$11.69M	0.0%	$16.54	+86.0%	COM	88162G103
NBIX	NEUROCRINE BIOSCIENCES INC	124,477	$11.67M	0.0%	$104.45	-18.9%	COM	64125C109
FIVE	FIVE BELOW INC	73,511	$11.64M	0.0%	$83.05	+100.8%	COM	33829M101
JBL	JABIL INC	188,267	$11.62M	0.0%	$23.75	+156.4%	COM	466313103
NEU	NEWMARKET CORP	35,574	$11.54M	0.0%	$309.55	-2.4%	COM	651587107
HAE	HAEMONETICS CORP MASS	182,464	$11.54M	0.0%	$85.57	-36.5%	COM	405024100
CTRA	COTERRA ENERGY INC	426,754	$11.51M	0.0%	$19.08	+0.8%	COM	127097103
MANH	MANHATTAN ASSOCIATES INC	82,866	$11.49M	0.0%	$60.83	+120.2%	COM	562750109
TROW	PRICE T ROWE GROUP INC	75,941	$11.48M	0.0%	$47.87	+169.6%	COM	74144T108
VRSK	VERISK ANALYTICS INC	53,397	$11.46M	0.0%	$74.26	+158.8%	COM	92345Y106
SAM	BOSTON BEER INC	29,416	$11.43M	0.0%	$551.68	-24.4%	CL A	100557107
LII	LENNOX INTL INC	44,178	$11.39M	0.0%	$165.78	+57.8%	COM	526107107
TDG	TRANSDIGM GROUP INC	17,457	$11.37M	0.0%	$276.29	+93.3%	COM	893641100
VSAT	VIASAT INC	232,613	$11.35M	0.0%	$51.10	-10.0%	COM	92552V100
FAST	FASTENAL CO	190,698	$11.33M	0.0%	$11.61	+118.9%	COM	311900104
APPS	DIGITAL TURBINE INC	258,274	$11.31M	0.0%	$64.00	-29.5%	COM NEW	25400W102
BDC	BELDEN INC	203,911	$11.3M	0.0%	$53.18	+7.3%	COM	077454106
HAL	HALLIBURTON CO	297,724	$11.28M	0.0%	$32.26	-7.5%	COM	406216101
PEB	PEBBLEBROOK HOTEL TR	457,089	$11.19M	0.0%	$25.92	—	COM	70509V100
ED	CONSOLIDATED EDISON INC	117,206	$11.1M	0.0%	$38.31	+97.3%	COM	209115104
IJR	ISHARES TR	102,730	$11.08M	0.0%	$80.21	—	CORE S&P SCP ETF	464287804
IFF	INTERNATIONAL FLAVORS&FRAGRA	84,338	$11.08M	0.0%	$102.80	+15.6%	COM	459506101
AMP	AMERIPRISE FINL INC	36,745	$11.04M	0.0%	$100.46	+184.3%	COM	03076C106
—	SYNEOS HEALTH INC	136,054	$11.01M	0.0%	$52.86	—	CL A	87166B102
KNX	KNIGHT-SWIFT TRANSN HLDGS IN	217,754	$10.99M	0.0%	$36.08	+45.9%	CL A	499049104
REG	REGENCY CTRS CORP	153,921	$10.98M	0.0%	$37.61	+58.2%	COM	758849103
BKR	BAKER HUGHES COMPANY	300,079	$10.93M	0.0%	$24.93	+11.1%	CL A	05722G100
—	SVB FINANCIAL GROUP	19,465	$10.89M	0.0%	$108.64	—	COM	78486Q101
MTX	MINERALS TECHNOLOGIES INC	164,488	$10.88M	0.0%	$46.31	+46.2%	COM	603158106
EGP	EASTGROUP PPTYS INC	53,382	$10.85M	0.0%	$118.60	—	COM	277276101
OTIS	OTIS WORLDWIDE CORP	140,802	$10.84M	0.0%	$47.48	+58.2%	COM	68902V107
HII	HUNTINGTON INGALLS INDS INC	54,211	$10.81M	0.0%	$143.13	+25.0%	COM	446413106
ROK	ROCKWELL AUTOMATION INC	38,499	$10.78M	0.0%	$125.95	+113.0%	COM	773903109
CDP	CORPORATE OFFICE PPTYS TR	375,982	$10.73M	0.0%	$24.81	—	SH BEN INT	22002T108
—	APTIV PLC	89,629	$10.73M	0.0%	$115.61	—	SHS	G6095L109
PCTY	PAYLOCITY HLDG CORP	52,064	$10.71M	0.0%	$124.14	+63.1%	COM	70438V106
DVA	DAVITA INC	94,627	$10.7M	0.0%	$73.32	+53.1%	COM	23918K108
PZZA	PAPA JOHNS INTL INC	101,264	$10.66M	0.0%	$74.13	+32.6%	COM	698813102
VSCO	VICTORIAS SECRET AND CO	207,511	$10.66M	0.0%	$60.70	-10.4%	COMMON STOCK	926400102
—	WALGREENS BOOTS ALLIANCE INC	237,402	$10.63M	0.0%	$66.33	—	COM	931427108
ALGN	ALIGN TECHNOLOGY INC	24,297	$10.59M	0.0%	$197.89	+146.0%	COM	016255101
ROST	ROSS STORES INC	117,069	$10.59M	0.0%	$38.28	+137.9%	COM	778296103
AOS	SMITH A O CORP	165,563	$10.58M	0.0%	$42.28	+60.4%	COM	831865209
—	DISCOVER FINL SVCS	95,423	$10.52M	0.0%	$44.84	—	COM	254709108
WEX	WEX INC	58,808	$10.49M	0.0%	$108.82	+49.9%	COM	96208T104
MTD	METTLER TOLEDO INTERNATIONAL	7,615	$10.46M	0.0%	$227.95	+533.2%	COM	592688105
OKE	ONEOK INC NEW	147,752	$10.44M	0.0%	$25.10	+107.2%	COM	682680103
HSY	HERSHEY CO	48,172	$10.44M	0.0%	$123.07	+49.8%	COM	427866108
WEC	WEC ENERGY GROUP INC	104,513	$10.43M	0.0%	$64.57	+28.0%	COM	92939U106
NNN	NATIONAL RETAIL PROPERTIES I	230,452	$10.36M	0.0%	$39.08	—	COM	637417106
WH	WYNDHAM HOTELS & RESORTS INC	122,259	$10.35M	0.0%	$60.97	+39.6%	COM	98311A105
CFR	CULLEN FROST BANKERS INC	74,766	$10.35M	0.0%	$70.54	+75.1%	COM	229899109
SYNA	SYNAPTICS INC	51,859	$10.35M	0.0%	$42.66	+419.9%	COM	87157D109
PFGC	PERFORMANCE FOOD GROUP CO	203,116	$10.34M	0.0%	$46.04	+6.5%	COM	71377A103
—	ARISTA NETWORKS INC	74,323	$10.33M	0.0%	$175.60	—	COM	040413106
PPG	PPG INDS INC	78,657	$10.31M	0.0%	$90.37	+48.1%	COM	693506107
BFH	ALLIANCE DATA SYSTEMS CORP	182,823	$10.27M	0.0%	$63.44	-4.3%	COM	018581108
PEN	PENUMBRA INC	46,079	$10.24M	0.0%	$159.59	+39.2%	COM	70975L107
MAT	MATTEL INC	459,684	$10.21M	0.0%	$21.58	+6.0%	COM	577081102
AME	AMETEK INC	76,644	$10.21M	0.0%	$37.79	+246.4%	COM	031100100
CBRE	CBRE GROUP INC	110,885	$10.15M	0.0%	$23.28	+318.4%	CL A	12504L109
NOV	NOV INC	515,219	$10.1M	0.0%	$13.78	+27.0%	COM	62955J103
WST	WEST PHARMACEUTICAL SVSC INC	24,545	$10.08M	0.0%	$62.54	+519.8%	COM	955306105
KBR	KBR INC	184,069	$10.07M	0.0%	$26.24	+77.6%	COM	48242W106
ES	EVERSOURCE ENERGY	113,913	$10.05M	0.0%	$37.06	+96.6%	COM	30040W108
RRC	RANGE RES CORP	327,755	$9.957M	0.0%	$22.82	0.0%	COM	75281A109
CPRI	CAPRI HOLDINGS LIMITED	193,687	$9.954M	0.0%	$47.10	+27.2%	SHS	G1890L107
TREX	TREX CO INC	151,047	$9.868M	0.0%	$37.40	+138.1%	COM	89531P105
BHF	BRIGHTHOUSE FINL INC	189,474	$9.788M	0.0%	$41.62	+28.2%	COM	10922N103
DECK	DECKERS OUTDOOR CORP	35,743	$9.785M	0.0%	$18.25	+171.9%	COM	243537107
—	HESS CORP	91,334	$9.776M	0.0%	$62.75	—	COM	42809H107
OHI	OMEGA HEALTHCARE INVS INC	313,560	$9.771M	0.0%	$33.99	—	COM	681936100
FITB	FIFTH THIRD BANCORP	226,547	$9.751M	0.0%	$12.61	+216.2%	COM	316773100
EXPE	EXPEDIA GROUP INC	49,777	$9.74M	0.0%	$75.26	+146.6%	COM NEW	30212P303
G	GENPACT LIMITED	223,726	$9.734M	0.0%	$42.72	+2.9%	SHS	G3922B107
TNDM	TANDEM DIABETES CARE INC	83,362	$9.694M	0.0%	$110.65	+5.5%	COM NEW	875372203
WU	WESTERN UN CO	516,708	$9.683M	0.0%	$17.90	—	COM	959802109
OLN	OLIN CORP	185,164	$9.68M	0.0%	$15.10	+212.6%	COM PAR $1	680665205
BALL	BALL CORP	107,315	$9.658M	0.0%	$52.94	+62.8%	COM	058498106
CASY	CASEYS GEN STORES INC	48,692	$9.649M	0.0%	$149.28	+23.1%	COM	147528103
FRCB	FIRST REP BK SAN FRANCISCO C	59,394	$9.628M	0.0%	$76.07	+127.5%	COM	33616C100
KEYS	KEYSIGHT TECHNOLOGIES INC	60,648	$9.581M	0.0%	$36.66	+354.4%	COM	49338L103
M	MACYS INC	392,673	$9.566M	0.0%	$27.27	-6.0%	COM	55616P104
WTW	WILLIS TOWERS WATSON PLC LTD	40,440	$9.553M	0.0%	$127.18	+70.7%	SHS	G96629103
CABO	CABLE ONE INC	6,504	$9.523M	0.0%	$601.76	+136.3%	COM	12685J105
OLED	UNIVERSAL DISPLAY CORP	56,887	$9.497M	0.0%	$109.35	+36.3%	COM	91347P105
—	PARAMOUNT GLOBAL	251,017	$9.491M	0.0%	$39.08	—	CLASS B COM	92556H206
—	STORE CAP CORP	322,000	$9.412M	0.0%	$24.66	—	COM	862121100
EXEL	EXELIXIS INC	415,146	$9.411M	0.0%	$20.60	-5.2%	COM	30161Q104
TRIP	TRIPADVISOR INC	344,965	$9.355M	0.0%	$31.45	-15.3%	COM	896945201
FAF	FIRST AMERN FINL CORP	144,026	$9.336M	0.0%	$35.80	+72.6%	COM	31847R102
KHC	KRAFT HEINZ CO	235,227	$9.266M	0.0%	$27.55	+12.7%	COM	500754106
CACI	CACI INTL INC	30,607	$9.221M	0.0%	$207.16	+33.3%	CL A	127190304
ODFL	OLD DOMINION FREIGHT LINE IN	30,867	$9.219M	0.0%	$53.56	+184.8%	COM	679580100
—	ANSYS INC	28,910	$9.183M	0.0%	$218.99	—	COM	03662Q105
RSG	REPUBLIC SVCS INC	69,197	$9.169M	0.0%	$84.91	+42.5%	COM	760759100
RNR	RENAISSANCERE HLDGS LTD	57,709	$9.147M	0.0%	$141.25	+10.0%	COM	G7496G103
GLW	CORNING INC	247,505	$9.135M	0.0%	$9.13	+282.4%	COM	219350105
—	CERNER CORP	97,483	$9.121M	0.0%	$66.14	—	COM	156782104
EEFT	EURONET WORLDWIDE INC	69,352	$9.026M	0.0%	$126.93	0.0%	COM	298736109
LYB	LYONDELLBASELL INDUSTRIES N	87,106	$8.956M	0.0%	$61.72	+20.4%	SHS - A -	N53745100
ENPH	ENPHASE ENERGY INC	44,377	$8.954M	0.0%	$62.52	+151.3%	COM	29355A107
TEX	TEREX CORP NEW	249,940	$8.913M	0.0%	$37.65	+9.9%	COM	880779103
—	COHERENT INC	32,506	$8.886M	0.0%	$183.41	—	COM	192479103
CPRT	COPART INC	70,729	$8.874M	0.0%	$6.98	+355.1%	COM	217204106
YELP	YELP INC	260,056	$8.871M	0.0%	$36.45	-5.8%	CL A	985817105
ZBH	ZIMMER BIOMET HOLDINGS INC	69,217	$8.853M	0.0%	$70.71	+64.7%	COM	98956P102
EIX	EDISON INTL	125,874	$8.824M	0.0%	$42.96	+24.7%	COM	281020107
HUN	HUNTSMAN CORP	234,700	$8.804M	0.0%	$28.00	+34.5%	COM	447011107
TSCO	TRACTOR SUPPLY CO	37,710	$8.8M	0.0%	$9.82	+320.5%	COM	892356106
OSK	OSHKOSH CORP	87,392	$8.796M	0.0%	$45.26	+131.4%	COM	688239201
AYI	ACUITY BRANDS INC	45,947	$8.698M	0.0%	$150.48	+26.3%	COM	00508Y102
TSN	TYSON FOODS INC	96,900	$8.685M	0.0%	$20.69	+288.5%	CL A	902494103
BRKR	BRUKER CORP	133,321	$8.573M	0.0%	$79.02	-14.6%	COM	116794108
ALB	ALBEMARLE CORP	38,758	$8.571M	0.0%	$54.66	+267.3%	COM	012653101
FRT	FEDERAL RLTY INVT TR NEW	70,182	$8.567M	0.0%	$103.82	0.0%	SH BEN INT NEW	313745101
URI	UNITED RENTALS INC	23,995	$8.523M	0.0%	$138.08	+129.0%	COM	911363109
DTE	DTE ENERGY CO	64,193	$8.487M	0.0%	$72.85	+46.7%	COM	233331107
SAIA	SAIA INC	34,556	$8.425M	0.0%	$232.07	+19.4%	COM	78709Y105
DAL	DELTA AIR LINES INC DEL	212,055	$8.391M	0.0%	$28.02	+35.2%	COM NEW	247361702
PB	PROSPERITY BANCSHARES INC	120,937	$8.391M	0.0%	$42.52	+51.8%	COM	743606105
MKC	MCCORMICK & CO INC	82,747	$8.258M	0.0%	$77.05	+16.2%	COM NON VTG	579780206
MOS	MOSAIC CO NEW	122,728	$8.161M	0.0%	$16.30	+178.9%	COM	61945C103
TPH	TRI POINTE HOMES INC	406,025	$8.153M	0.0%	$21.18	+9.7%	COM	87265H109
AZTA	AZENTA INC	98,298	$8.147M	0.0%	$86.63	-0.9%	COM	114340102
—	LABORATORY CORP AMER HLDGS	30,847	$8.133M	0.0%	$161.67	—	COM NEW	50540R409
IT	GARTNER INC	27,248	$8.105M	0.0%	$51.20	+465.6%	COM	366651107
VMC	VULCAN MATLS CO	43,970	$8.077M	0.0%	$62.53	+189.3%	COM	929160109
NDSN	NORDSON CORP	35,546	$8.072M	0.0%	$90.58	+142.1%	COM	655663102
SON	SONOCO PRODS CO	129,014	$8.071M	0.0%	$33.60	+48.3%	COM	835495102
LFUS	LITTELFUSE INC	32,319	$8.061M	0.0%	$150.22	+76.6%	COM	537008104
CDW	CDW CORP	44,968	$8.044M	0.0%	$106.19	+64.1%	COM	12514G108
STE	STERIS PLC	33,176	$8.021M	0.0%	$140.72	+59.1%	SHS USD	G8473T100
NTRS	NORTHERN TR CORP	68,838	$8.016M	0.0%	$40.87	+155.8%	COM	665859104
AEE	AMEREN CORP	85,353	$8.003M	0.0%	$54.80	+42.0%	COM	023608102
CHD	CHURCH & DWIGHT CO INC	80,181	$7.968M	0.0%	$54.43	+74.8%	COM	171340102
HIG	HARTFORD FINL SVCS GROUP INC	110,962	$7.968M	0.0%	$59.06	+10.4%	COM	416515104
GTLS	CHART INDS INC	46,362	$7.964M	0.0%	$140.45	0.0%	COM	16115Q308
DHI	D R HORTON INC	106,842	$7.961M	0.0%	$35.75	+133.1%	COM	23331A109
HOG	HARLEY DAVIDSON INC	201,903	$7.955M	0.0%	$32.55	+18.5%	COM	412822108
—	FOOT LOCKER INC	267,475	$7.933M	0.0%	$49.84	—	COM	344849104
ALK	ALASKA AIR GROUP INC	136,599	$7.924M	0.0%	$51.24	+6.4%	COM	011659109
PII	POLARIS INC	74,844	$7.883M	0.0%	$91.68	+24.3%	COM	731068102
CUZ	COUSINS PPTYS INC	195,095	$7.86M	0.0%	$36.13	—	COM NEW	222795502
RYN	RAYONIER INC	190,745	$7.843M	0.0%	$54.13	—	COM	754907103
ETR	ENTERGY CORP NEW	66,591	$7.774M	0.0%	$32.84	+44.7%	COM	29364G103
JHG	JANUS HENDERSON GROUP PLC	221,806	$7.768M	0.0%	$32.55	+10.7%	ORD SHS	G4474Y214
ICLR	ICON PLC	31,900	$7.759M	0.0%	$243.05	+3.1%	SHS	G4705A100
ACHC	ACADIA HEALTHCARE COMPANY IN	118,006	$7.733M	0.0%	$44.37	+30.9%	COM	00404A109
CW	CURTISS WRIGHT CORP	51,487	$7.731M	0.0%	$82.19	+70.7%	COM	231561101
DEI	DOUGLAS EMMETT INC	230,256	$7.695M	0.0%	$28.85	—	COM	25960P109
MUR	MURPHY OIL CORP	190,511	$7.695M	0.0%	$22.27	+33.6%	COM	626717102
IDA	IDACORP INC	66,282	$7.646M	0.0%	$46.82	+132.5%	COM	451107106
IBKR	INTERACTIVE BROKERS GROUP IN	114,644	$7.556M	0.0%	$15.48	+8.8%	COM CL A	45841N107
SWK	STANLEY BLACK & DECKER INC	54,019	$7.551M	0.0%	$57.55	+147.4%	COM	854502101
SLAB	SILICON LABORATORIES INC	50,120	$7.528M	0.0%	$55.25	+189.2%	COM	826919102
AMG	AFFILIATED MANAGERS GROUP IN	53,339	$7.518M	0.0%	$142.29	+0.9%	COM	008252108
DOV	DOVER CORP	47,706	$7.485M	0.0%	$37.99	+310.8%	COM	260003108
RH	RH	22,818	$7.441M	0.0%	$227.15	+76.1%	COM	74967X103
LNWO	SCIENTIFIC GAMES CORP	126,634	$7.44M	0.0%	$55.83	+8.3%	COM	80874P109
VVV	VALVOLINE INC	235,334	$7.427M	0.0%	$21.22	+53.9%	COM	92047W101
FFIN	FIRST FINL BANKSHARES INC	168,317	$7.426M	0.0%	$26.91	+63.6%	COM	32020R109
HQY	HEALTHEQUITY INC	109,694	$7.398M	0.0%	$77.14	-30.0%	COM	42226A107
GWW	GRAINGER W W INC	14,339	$7.396M	0.0%	$179.91	+163.1%	COM	384802104
—	WEBER INC	750,000	$7.373M	0.0%	$17.59	—	CL A	94770D102
HALO	HALOZYME THERAPEUTICS INC	184,728	$7.367M	0.0%	$36.64	-2.8%	COM	40637H109
CF	CF INDS HLDGS INC	71,062	$7.324M	0.0%	$42.85	+73.3%	COM	125269100
TDY	TELEDYNE TECHNOLOGIES INC	15,459	$7.306M	0.0%	$296.37	+45.1%	COM	879360105
RVTY	PERKINELMER INC	41,815	$7.295M	0.0%	$45.48	+287.1%	COM	714046109
ZBRA	ZEBRA TECHNOLOGIES CORPORATI	17,587	$7.276M	0.0%	$101.37	+353.2%	CL A	989207105
SWKS	SKYWORKS SOLUTIONS INC	54,339	$7.242M	0.0%	$60.83	+105.6%	COM	83088M102
FTV	FORTIVE CORP	118,807	$7.239M	0.0%	$31.79	+53.0%	COM	34959J108
CADE	CADENCE BANK	247,120	$7.231M	0.0%	$26.11	+4.0%	COM	12740C103
MTB	M & T BK CORP	42,646	$7.228M	0.0%	$75.90	+104.8%	COM	55261F104
—	UNIVAR SOLUTIONS INC	224,315	$7.209M	0.0%	$17.00	—	COM	91336L107
VLY	VALLEY NATL BANCORP	552,970	$7.2M	0.0%	$10.63	+31.1%	COM	919794107
POWI	POWER INTEGRATIONS INC	77,623	$7.194M	0.0%	$93.47	-11.1%	COM	739276103
LPX	LOUISIANA PAC CORP	115,451	$7.172M	0.0%	$20.41	+237.8%	COM	546347105
GBCI	GLACIER BANCORP INC NEW	142,331	$7.156M	0.0%	$33.32	+42.8%	COM	37637Q105
PPL	PPL CORP	248,736	$7.104M	0.0%	$18.21	+35.6%	COM	69351T106
—	STERICYCLE INC	120,534	$7.102M	0.0%	$60.84	—	COM	858912108
—	COLFAX CORP	178,364	$7.097M	0.0%	$34.37	—	COM	194014106
—	CRANE CO	65,498	$7.092M	0.0%	$72.89	—	COM	224399105
PRI	PRIMERICA INC	51,815	$7.089M	0.0%	$104.27	+36.2%	COM	74164M108
BYD	BOYD GAMING CORP	107,609	$7.079M	0.0%	$34.06	+83.1%	COM	103304101
FCN	FTI CONSULTING INC	44,990	$7.073M	0.0%	$109.70	+35.9%	COM	302941109
GEF	GREIF INC	108,337	$7.048M	0.0%	$48.45	+8.4%	CL A	397624107
LEN	LENNAR CORP	86,601	$7.029M	0.0%	$40.21	+111.3%	CL A	526057104
—	LHC GROUP INC	41,556	$7.006M	0.0%	$176.18	—	COM	50187A107
IRDM	IRIDIUM COMMUNICATIONS INC	173,463	$6.994M	0.0%	$43.54	-13.5%	COM	46269C102
MPWR	MONOLITHIC PWR SYS INC	14,357	$6.973M	0.0%	$132.92	+218.1%	COM	609839105
HBAN	HUNTINGTON BANCSHARES INC	476,369	$6.965M	0.0%	$7.15	+82.9%	COM	446150104
—	CMC MATERIALS INC	37,498	$6.952M	0.0%	$151.29	—	COM	12571T100
WTFC	WINTRUST FINL CORP	74,800	$6.951M	0.0%	$71.68	+35.9%	COM	97650W108
NDAQ	NASDAQ INC	38,784	$6.911M	0.0%	$10.03	+458.1%	COM	631103108
KEY	KEYCORP	307,754	$6.888M	0.0%	$10.89	+86.4%	COM	493267108
ASH	ASHLAND GLOBAL HLDGS INC	69,462	$6.836M	0.0%	$53.55	+66.3%	COM	044186104
SLG	SL GREEN RLTY CORP	84,114	$6.828M	0.0%	$81.18	—	COM	78440X887
—	HANESBRANDS INC	458,196	$6.823M	0.0%	$23.83	—	COM	410345102
—	COOPER COS INC	16,333	$6.82M	0.0%	$126.82	—	COM NEW	216648402
RJF	RAYMOND JAMES FINL INC	61,906	$6.804M	0.0%	$42.55	+134.9%	COM	754730109
IR	INGERSOLL RAND INC	135,047	$6.8M	0.0%	$31.97	+66.8%	COM	45687V106
SWX	SOUTHWEST GAS HLDGS INC	86,431	$6.767M	0.0%	$82.10	-14.7%	COM	844895102
CINF	CINCINNATI FINL CORP	49,652	$6.751M	0.0%	$65.04	+70.8%	COM	172062101
NSA	NATIONAL STORAGE AFFILIATES	107,519	$6.748M	0.0%	$51.18	—	COM SHS BEN IN	637870106
PRGO	PERRIGO CO PLC	175,525	$6.745M	0.0%	$75.23	-49.4%	SHS	G97822103
SLM	SLM CORP	365,947	$6.719M	0.0%	$7.79	+142.6%	COM	78442P106
CMS	CMS ENERGY CORP	96,006	$6.715M	0.0%	$37.86	+51.9%	COM	125896100
FLO	FLOWERS FOODS INC	260,730	$6.703M	0.0%	$14.92	+52.9%	COM	343498101
—	FLEETCOR TECHNOLOGIES INC	26,904	$6.701M	0.0%	$210.66	—	COM	339041105
VMI	VALMONT INDS INC	27,849	$6.645M	0.0%	$153.25	+48.4%	COM	920253101
CMC	COMMERCIAL METALS CO	159,396	$6.634M	0.0%	$17.53	+103.0%	COM	201723103
—	CATALENT INC	59,342	$6.581M	0.0%	$33.28	—	COM	148806102
SMG	SCOTTS MIRACLE-GRO CO	53,241	$6.547M	0.0%	$63.25	+87.0%	CL A	810186106
HXL	HEXCEL CORP NEW	110,078	$6.546M	0.0%	$35.84	+53.8%	COM	428291108
KRG	KITE RLTY GROUP TR	287,366	$6.543M	0.0%	$21.78	—	COM NEW	49803T300
—	NEW YORK CMNTY BANCORP INC	610,152	$6.541M	0.0%	$14.42	—	COM	649445103
—	MIMECAST LTD	81,695	$6.5M	0.0%	$64.10	—	ORD SHS	G14838109
—	CHAMPIONX CORPORATION	265,137	$6.491M	0.0%	$10.72	—	COM	15872M104
—	MARATHON OIL CORP	257,955	$6.477M	0.0%	$21.34	—	COM	565849106
BKH	BLACK HILLS CORP	83,739	$6.45M	0.0%	$32.06	+82.9%	COM	092113109
KNSL	KINSALE CAP GROUP INC	28,144	$6.417M	0.0%	$204.69	+1.3%	COM	49714P108
CFG	CITIZENS FINL GROUP INC	141,212	$6.401M	0.0%	$14.70	+194.8%	COM	174610105
TER	TERADYNE INC	54,010	$6.386M	0.0%	$23.89	+421.3%	COM	880770102
CRUS	CIRRUS LOGIC INC	75,161	$6.373M	0.0%	$66.57	+29.0%	COM	172755100
MSA	MSA SAFETY INC	47,843	$6.349M	0.0%	$86.68	+59.3%	COM	553498106
ONB	OLD NATL BANCORP IND	387,368	$6.345M	0.0%	$18.21	0.0%	COM	680033107
HIW	HIGHWOODS PPTYS INC	137,630	$6.295M	0.0%	$43.18	—	COM	431284108
WAT	WATERS CORP	20,224	$6.277M	0.0%	$92.99	+249.9%	COM	941848103
—	SAILPOINT TECHNOLOGIES HLDGS	122,373	$6.263M	0.0%	$51.83	—	COM	78781P105
UBSI	UNITED BANKSHARES INC WEST V	178,963	$6.242M	0.0%	$36.94	-1.7%	COM	909907107
JBLU	JETBLUE AWYS CORP	417,291	$6.239M	0.0%	$15.05	-3.7%	COM	477143101
RCL	ROYAL CARIBBEAN GROUP	74,297	$6.225M	0.0%	$56.02	+38.1%	COM	V7780T103
SSD	SIMPSON MFG INC	56,998	$6.215M	0.0%	$89.29	+28.6%	COM	829073105
GNRC	GENERAC HLDGS INC	20,905	$6.214M	0.0%	$129.67	+131.3%	COM	368736104
PRG	PROG HOLDINGS INC	215,823	$6.209M	0.0%	$49.60	-30.9%	COM NPV	74319R101
HELE	HELEN OF TROY LTD	31,671	$6.202M	0.0%	$140.49	+49.9%	COM	G4388N106
MEDP	MEDPACE HLDGS INC	37,725	$6.171M	0.0%	$118.79	+38.8%	COM	58506Q109
IART	INTEGRA LIFESCIENCES HLDGS C	95,577	$6.142M	0.0%	$62.15	+5.9%	COM NEW	457985208
FLS	FLOWSERVE CORP	170,926	$6.136M	0.0%	$37.11	-18.8%	COM	34354P105
ZD	ZIFF DAVIS INC	63,271	$6.123M	0.0%	$69.63	+47.2%	COM	48123V102
NTAP	NETAPP INC	73,648	$6.113M	0.0%	$38.78	+104.0%	COM	64110D104
CHH	CHOICE HOTELS INTL INC	43,065	$6.105M	0.0%	$92.45	+50.0%	COM	169905106
SBNY	SIGNATURE BK NEW YORK N Y	20,786	$6.1M	0.0%	$138.27	—	COM	82669G104
LEG	LEGGETT & PLATT INC	175,006	$6.09M	0.0%	$40.04	-4.3%	COM	524660107
MMS	MAXIMUS INC	81,249	$6.09M	0.0%	$64.91	+17.9%	COM	577933104
VFC	V F CORP	106,950	$6.081M	0.0%	$48.61	+27.6%	COM	918204108
HRI	HERC HLDGS INC	36,324	$6.069M	0.0%	$74.46	+96.3%	COM	42704L104
HE	HAWAIIAN ELEC INDUSTRIES	143,428	$6.068M	0.0%	$27.41	+51.9%	COM	419870100
PK	PARK HOTELS & RESORTS INC	310,284	$6.06M	0.0%	$24.90	—	COM	700517105
TYL	TYLER TECHNOLOGIES INC	13,576	$6.04M	0.0%	$139.09	+223.3%	COM	902252105
BR	BROADRIDGE FINL SOLUTIONS IN	38,689	$6.024M	0.0%	$92.10	+55.7%	COM	11133T103
MUSA	MURPHY USA INC	30,100	$6.019M	0.0%	$62.01	+197.2%	COM	626755102
SYF	SYNCHRONY FINANCIAL	172,714	$6.012M	0.0%	$34.63	+10.3%	COM	87165B103
TRMB	TRIMBLE INC	83,166	$6M	0.0%	$33.53	+112.4%	COM	896239100
STX	SEAGATE TECHNOLOGY HLDNGS PL	66,724	$5.998M	0.0%	$77.58	+15.8%	ORD SHS	G7997R103
GRMN	GARMIN LTD	50,340	$5.971M	0.0%	$32.15	+242.6%	SHS	H2906T109
ESNT	ESSENT GROUP LTD	144,898	$5.971M	0.0%	$27.85	+48.7%	COM	G3198U102
WAB	WABTEC	61,899	$5.953M	0.0%	$63.12	+43.5%	COM	929740108
GPC	GENUINE PARTS CO	47,187	$5.947M	0.0%	$48.78	+138.0%	COM	372460105
HWC	HANCOCK WHITNEY CORPORATION	113,924	$5.941M	0.0%	$32.85	+64.2%	COM	410120109
PFG	PRINCIPAL FINANCIAL GROUP IN	80,494	$5.909M	0.0%	$35.35	+77.9%	COM	74251V102
—	JACOBS ENGR GROUP INC	42,813	$5.9M	0.0%	$59.60	—	COM	469814107
CROX	CROCS INC	77,214	$5.899M	0.0%	$98.41	-3.9%	COM	227046109
TTWO	TAKE-TWO INTERACTIVE SOFTWAR	38,240	$5.879M	0.0%	$41.10	+289.3%	COM	874054109
OMC	OMNICOM GROUP INC	69,245	$5.878M	0.0%	$37.34	+87.9%	COM	681919106
ICUI	ICU MED INC	26,164	$5.825M	0.0%	$234.58	-4.5%	COM	44930G107
EXPD	EXPEDITORS INTL WASH INC	56,129	$5.79M	0.0%	$34.32	+206.2%	COM	302130109
RLI	RLI CORP	52,293	$5.785M	0.0%	$34.74	+29.8%	COM	749607107
NJR	NEW JERSEY RES CORP	126,042	$5.78M	0.0%	$29.61	+21.7%	COM	646025106
GATX	GATX CORP	46,579	$5.745M	0.0%	$37.13	+174.8%	COM	361448103
THO	THOR INDS INC	72,978	$5.743M	0.0%	$55.60	+52.0%	COM	885160101
MTG	MGIC INVT CORP WIS	420,315	$5.695M	0.0%	$11.31	+32.6%	COM	552848103
KEX	KIRBY CORP	78,872	$5.694M	0.0%	$74.37	-10.4%	COM	497266106
AES	AES CORP	220,904	$5.684M	0.0%	$8.25	+134.5%	COM	00130H105
—	AMCOR PLC	501,540	$5.682M	0.0%	$8.56	+16.1%	ORD	G0250X107
CLX	CLOROX CO DEL	40,774	$5.669M	0.0%	$148.83	-9.5%	COM	189054109
TECH	BIO-TECHNE CORP	13,017	$5.637M	0.0%	$33.18	+205.6%	COM	09073M104
VNT	VONTIER CORPORATION	221,825	$5.632M	0.0%	$32.27	-18.1%	COM	928881101
DRI	DARDEN RESTAURANTS INC	42,320	$5.626M	0.0%	$69.86	+74.0%	COM	237194105
HRB	BLOCK H & R INC	215,891	$5.622M	0.0%	$15.02	+43.7%	COM	093671105
POOL	POOL CORP	13,283	$5.617M	0.0%	$81.77	+442.6%	COM	73278L105
BRO	BROWN & BROWN INC	77,689	$5.615M	0.0%	$31.39	+108.3%	COM	115236101
SNX	TD SYNNEX CORPORATION	54,385	$5.613M	0.0%	$39.91	+152.0%	COM	87162W100
—	QUIDEL CORP	49,762	$5.596M	0.0%	$222.65	—	COM	74838J101
R	RYDER SYS INC	70,451	$5.589M	0.0%	$64.55	+20.5%	COM	783549108
JBHT	HUNT J B TRANS SVCS INC	27,836	$5.589M	0.0%	$62.21	+208.5%	COM	445658107
EPAM	EPAM SYS INC	18,792	$5.574M	0.0%	$643.63	-39.1%	COM	29414B104
PAYC	PAYCOM SOFTWARE INC	15,953	$5.526M	0.0%	$268.65	+22.4%	COM	70432V102
FMC	FMC CORP	41,998	$5.526M	0.0%	$61.85	+65.7%	COM NEW	302491303
CHKP	CHECK POINT SOFTWARE TECH LT	39,834	$5.507M	0.0%	$109.83	+18.9%	ORD	M22465104
TFX	TELEFLEX INCORPORATED	15,520	$5.507M	0.0%	$298.55	+7.2%	COM	879369106
CNX	CNX RES CORP	265,688	$5.505M	0.0%	$13.34	+24.7%	COM	12653C108
UMBF	UMB FINL CORP	56,557	$5.495M	0.0%	$69.63	+46.6%	COM	902788108
CZR	CAESARS ENTERTAINMENT INC NE	70,829	$5.479M	0.0%	$48.89	+64.3%	COM	12769G100
—	KELLOGG CO	84,768	$5.467M	0.0%	$41.73	+26.0%	COM	487836108
FDS	FACTSET RESH SYS INC	12,523	$5.437M	0.0%	$127.02	+219.9%	COM	303075105
CCL	CARNIVAL CORP	267,984	$5.419M	0.0%	$27.40	-26.2%	COMMON STOCK	143658300
FOXF	FOX FACTORY HLDG CORP	55,245	$5.411M	0.0%	$89.97	+37.3%	COM	35138V102
JACK	JACK IN THE BOX INC	57,900	$5.408M	0.0%	$96.17	-8.0%	COM	466367109
EPR	EPR PPTYS	98,152	$5.37M	0.0%	$69.69	—	COM SH BEN INT	26884U109
TXNM	PNM RES INC	112,625	$5.369M	0.0%	$41.94	+8.5%	COM	69349H107
ATO	ATMOS ENERGY CORP	44,873	$5.362M	0.0%	$79.24	+25.2%	COM	049560105
—	UMPQUA HLDGS CORP	284,236	$5.361M	0.0%	$17.64	—	COM	904214103
—	ENVESTNET INC	71,699	$5.337M	0.0%	$77.79	—	COM	29404K106
CAG	CONAGRA BRANDS INC	158,939	$5.336M	0.0%	$27.03	+4.8%	COM	205887102
FLR	FLUOR CORP NEW	185,548	$5.323M	0.0%	$38.11	-36.7%	COM	343412102
VOO	VANGUARD INDEX FDS	12,730	$5.285M	0.0%	$409.61	—	S&P 500 ETF SHS	922908363
AVT	AVNET INC	129,850	$5.271M	0.0%	$30.51	+22.2%	COM	053807103
MSM	MSC INDL DIRECT INC	61,849	$5.27M	0.0%	$77.64	+4.3%	CL A	553530106
LYV	LIVE NATION ENTERTAINMENT IN	44,756	$5.265M	0.0%	$45.52	+150.7%	COM	538034109
MGM	MGM RESORTS INTERNATIONAL	124,797	$5.234M	0.0%	$30.64	+40.3%	COM	552953101
AN	AUTONATION INC	52,455	$5.223M	0.0%	$45.37	+143.6%	COM	05329W102
—	SANDERSON FARMS INC	27,835	$5.219M	0.0%	$146.30	—	COM	800013104
EVRG	EVERGY INC	75,974	$5.192M	0.0%	$40.03	+37.0%	COM	30034W106
LNT	ALLIANT ENERGY CORP	82,953	$5.183M	0.0%	$22.52	+132.5%	COM	018802108
POST	POST HLDGS INC	74,674	$5.172M	0.0%	$41.73	+67.7%	COM	737446104
KMX	CARMAX INC	53,569	$5.168M	0.0%	$40.94	+162.7%	COM	143130102
WDC	WESTERN DIGITAL CORP.	103,679	$5.148M	0.0%	$32.51	+25.8%	COM	958102105
CE	CELANESE CORP DEL	35,795	$5.114M	0.0%	$116.21	+22.9%	COM	150870103
GEN	NORTONLIFELOCK INC	192,788	$5.113M	0.0%	$12.57	+101.6%	COM	668771108
XYL	XYLEM INC	59,747	$5.094M	0.0%	$29.30	+211.9%	COM	98419M100
SLGN	SILGAN HOLDINGS INC	110,101	$5.09M	0.0%	$27.75	+56.1%	COM	827048109
WEN	WENDYS CO	231,597	$5.088M	0.0%	$13.65	+65.1%	COM	95058W100
CBT	CABOT CORP	74,248	$5.079M	0.0%	$30.07	+102.4%	COM	127055101
—	PHYSICIANS RLTY TR	289,044	$5.07M	0.0%	$17.58	—	COM	71943U104
LOPE	GRAND CANYON ED INC	51,990	$5.049M	0.0%	$92.28	-5.0%	COM	38526M106
WTS	WATTS WATER TECHNOLOGIES INC	36,160	$5.048M	0.0%	$156.88	0.0%	CL A	942749102
STAA	STAAR SURGICAL CO	62,456	$4.991M	0.0%	$100.24	-25.7%	COM PAR $0.01	852312305
APA	APA CORPORATION	120,363	$4.975M	0.0%	$16.01	+92.8%	COM	03743Q108
UAL	UNITED AIRLS HLDGS INC	107,287	$4.974M	0.0%	$47.87	-9.4%	COM	910047109
PKG	PACKAGING CORP AMER	31,473	$4.913M	0.0%	$29.29	+342.6%	COM	695156109
SITM	SITIME CORP	19,666	$4.874M	0.0%	$262.02	-17.3%	COM	82982T106
SR	SPIRE INC	67,902	$4.873M	0.0%	$82.09	—	COM	84857L101
SJM	SMUCKER J M CO	35,903	$4.862M	0.0%	$70.60	+69.3%	COM NEW	832696405
ACIW	ACI WORLDWIDE INC	154,259	$4.858M	0.0%	$18.75	+78.0%	COM	004498101
GFL	GFL ENVIRONMENTAL INC	148,992	$4.848M	0.0%	$31.16	0.0%	SUB VTG SHS	36168Q104
IVV	ISHARES TR	10,655	$4.834M	0.0%	$295.55	—	CORE S&P500 ETF	464287200
IEX	IDEX CORP	25,193	$4.83M	0.0%	$79.03	+144.3%	COM	45167R104
HRL	HORMEL FOODS CORP	93,478	$4.818M	0.0%	$33.33	+30.2%	COM	440452100
MRCY	MERCURY SYS INC	74,467	$4.799M	0.0%	$75.90	-21.8%	COM	589378108
JKHY	HENRY JACK & ASSOC INC	24,129	$4.755M	0.0%	$58.45	+184.9%	COM	426281101
CRL	CHARLES RIV LABS INTL INC	16,719	$4.748M	0.0%	$76.58	+302.7%	COM	159864107
SFM	SPROUTS FMRS MKT INC	147,296	$4.711M	0.0%	$23.55	+27.0%	COM	85208M102
NSP	INSPERITY INC	46,782	$4.698M	0.0%	$86.74	+3.1%	COM	45778Q107
—	R1 RCM INC	175,230	$4.689M	0.0%	$22.24	—	COM	749397105
CHRW	C H ROBINSON WORLDWIDE INC	43,069	$4.639M	0.0%	$44.99	+105.3%	COM NEW	12541W209
AM	ANTERO MIDSTREAM CORP	426,044	$4.631M	0.0%	$4.56	+67.9%	COM	03676B102
SXT	SENSIENT TECHNOLOGIES CORP	55,143	$4.629M	0.0%	$37.80	+122.9%	COM	81725T100
—	INTERPUBLIC GROUP COS INC	130,418	$4.623M	0.0%	$8.30	+273.9%	COM	460690100
WRB	BERKLEY W R CORP	69,406	$4.622M	0.0%	$25.07	+45.1%	COM	084423102
WING	WINGSTOP INC	39,134	$4.592M	0.0%	$147.19	-3.7%	COM	974155103
HWM	HOWMET AEROSPACE INC	125,749	$4.519M	0.0%	$20.51	+64.4%	COM	443201108
HUBG	HUB GROUP INC	58,328	$4.504M	0.0%	$39.80	+0.4%	CL A	443320106
—	EQUITRANS MIDSTREAM CORP	533,438	$4.502M	0.0%	$14.11	—	COM	294600101
SBRA	SABRA HEALTH CARE REIT INC	300,050	$4.468M	0.0%	$20.61	—	COM	78573L106
ASB	ASSOCIATED BANC CORP	196,298	$4.468M	0.0%	$11.13	+85.8%	COM	045487105
HOMB	HOME BANCSHARES INC	197,608	$4.466M	0.0%	$24.70	-4.2%	COM	436893200
CATY	CATHAY GEN BANCORP	99,394	$4.448M	0.0%	$15.36	+163.6%	COM	149150104
KMPR	KEMPER CORP	78,548	$4.441M	0.0%	$66.53	-16.6%	COM	488401100
—	PS BUSINESS PKS INC CALIF	26,391	$4.436M	0.0%	$168.70	—	COM	69360J107
LVS	LAS VEGAS SANDS CORP	113,908	$4.428M	0.0%	$57.89	-31.6%	COM	517834107
TMHC	TAYLOR MORRISON HOME CORP	161,247	$4.389M	0.0%	$21.50	+41.5%	COM	87724P106
BCO	BRINKS CO	64,495	$4.386M	0.0%	$69.33	-5.8%	COM	109696104
JBGS	JBG SMITH PPTYS	149,787	$4.377M	0.0%	$34.86	—	COM	46590V100
MAC	MACERICH CO	279,528	$4.372M	0.0%	$28.78	—	COM	554382101
VTRS	VIATRIS INC	400,706	$4.36M	0.0%	$13.33	-17.1%	COM	92556V106
NEOG	NEOGEN CORP	141,384	$4.36M	0.0%	$41.73	-13.9%	COM	640491106
FHI	FEDERATED HERMES INC	127,069	$4.328M	0.0%	$14.33	+102.3%	CL B	314211103
NWE	NORTHWESTERN CORP	70,962	$4.292M	0.0%	$42.14	+15.4%	COM NEW	668074305
AAP	ADVANCE AUTO PARTS INC	20,659	$4.276M	0.0%	$73.31	+171.0%	COM	00751Y106
L	LOEWS CORP	64,967	$4.211M	0.0%	$39.31	+53.8%	COM	540424108
—	CITRIX SYS INC	41,325	$4.17M	0.0%	$128.90	—	COM	177376100
RHI	ROBERT HALF INTL INC	36,277	$4.142M	0.0%	$40.97	+181.5%	COM	770323103
COLM	COLUMBIA SPORTSWEAR CO	45,353	$4.106M	0.0%	$87.86	-1.2%	COM	198516106
—	DUN & BRADSTREET HLDGS INC	234,323	$4.105M	0.0%	$17.52	—	COM	26484T106
—	WESTROCK CO	87,210	$4.101M	0.0%	$51.37	—	COM	96145D105
BBWI	BATH & BODY WORKS INC	85,391	$4.082M	0.0%	$57.14	-14.7%	COM	070830104
COTY	COTY INC	451,234	$4.057M	0.0%	$8.90	+0.2%	COM CL A	222070203
MAS	MASCO CORP	79,493	$4.054M	0.0%	$23.92	+130.6%	COM	574599106
CBOE	CBOE GLOBAL MKTS INC	35,335	$4.043M	0.0%	$58.42	+93.4%	COM	12503M108
ENS	ENERSYS	54,125	$4.036M	0.0%	$61.57	+16.9%	COM	29275Y102
LKQ	LKQ CORP	88,853	$4.035M	0.0%	$20.26	+128.0%	COM	501889208
BIO	BIO RAD LABS INC	7,160	$4.033M	0.0%	$136.73	+340.9%	CL A	090572207
ONEW	ONEWATER MARINE INC	116,839	$4.025M	0.0%	$25.27	+90.7%	CL A COM	68280L101
VC	VISTEON CORP	36,735	$4.009M	0.0%	$115.04	-5.9%	COM NEW	92839U206
HSIC	HENRY SCHEIN INC	45,947	$4.006M	0.0%	$64.43	+26.4%	COM	806407102
—	NORDSTROM INC	146,325	$3.967M	0.0%	$28.57	—	COM	655664100
GAP	GAP INC	279,270	$3.932M	0.0%	$12.22	+10.1%	COM	364760108
EG	EVEREST RE GROUP LTD	13,044	$3.931M	0.0%	$111.47	+140.0%	COM	G3223R108
—	DUCKHORN PORTFOLIO INC	215,800	$3.925M	0.0%	$16.78	—	COM	26414D106
AAL	AMERICAN AIRLS GROUP INC	214,615	$3.917M	0.0%	$34.34	-50.5%	COM	02376R102
CMA	COMERICA INC	43,302	$3.916M	0.0%	$22.87	+240.5%	COM	200340107
MZTI	LANCASTER COLONY CORP	26,013	$3.88M	0.0%	$130.52	+22.3%	COM	513847103
—	NUVASIVE INC	67,883	$3.849M	0.0%	$66.69	—	COM	670704105
TCBI	TEXAS CAP BANCSHARES INC	66,428	$3.807M	0.0%	$83.55	-23.5%	COM	88224Q107
DY	DYCOM INDS INC	39,600	$3.772M	0.0%	$88.28	+3.7%	COM	267475101
GO	GROCERY OUTLET HLDG CORP	114,646	$3.758M	0.0%	$32.28	-13.6%	COM	39874R101
PTC	PTC INC	34,876	$3.757M	0.0%	$49.63	+126.5%	COM	69370C100
FCFS	FIRSTCASH HOLDINGS INC	52,797	$3.714M	0.0%	$72.50	-7.7%	COM	33768G107
—	AZEK CO INC	148,915	$3.699M	0.0%	$44.63	—	CL A	05478C105
TRN	TRINITY INDS INC	107,320	$3.688M	0.0%	$14.77	+77.4%	COM	896522109
—	PATTERSON COS INC	113,854	$3.685M	0.0%	$27.88	—	COM	703395103
CBRL	CRACKER BARREL OLD CTRY STOR	30,863	$3.664M	0.0%	$102.35	+1.9%	COM	22410J106
KBH	KB HOME	112,456	$3.641M	0.0%	$17.07	+116.2%	COM	48666K109
SNA	SNAP ON INC	17,707	$3.638M	0.0%	$62.84	+203.1%	COM	833034101
LNC	LINCOLN NATL CORP IND	55,190	$3.607M	0.0%	$33.12	+65.3%	COM	534187109
CALY	CALLAWAY GOLF CO	153,766	$3.601M	0.0%	$32.09	-24.4%	COM	131193104
—	WORLD WRESTLING ENTMT INC	57,426	$3.586M	0.0%	$94.55	—	CL A	98156Q108
XRAY	DENTSPLY SIRONA INC	72,433	$3.565M	0.0%	$58.54	-9.7%	COM	24906P109
HAS	HASBRO INC	42,963	$3.52M	0.0%	$31.52	+151.8%	COM	418056107
FULT	FULTON FINL CORP PA	211,647	$3.518M	0.0%	$6.98	+116.7%	COM	360271100
BLKB	BLACKBAUD INC	58,660	$3.512M	0.0%	$79.50	-18.0%	COM	09227Q100
UHS	UNIVERSAL HLTH SVCS INC	24,226	$3.512M	0.0%	$67.77	+100.0%	CL B	913903100
PHM	PULTE GROUP INC	82,386	$3.452M	0.0%	$16.96	+181.9%	COM	745867101
NAVI	NAVIENT CORPORATION	202,065	$3.443M	0.0%	$13.75	+33.5%	COM	63938C108
MLKN	MILLERKNOLL INC	99,383	$3.435M	0.0%	$22.58	+43.1%	COM	600544100
AIZ	ASSURANT INC	18,878	$3.433M	0.0%	$98.54	+55.4%	COM	04621X108
VSH	VISHAY INTERTECHNOLOGY INC	174,132	$3.413M	0.0%	$11.81	+57.3%	COM	928298108
BRBR	BELLRING BRANDS INC	146,512	$3.381M	0.0%	$25.08	0.0%	COMMON STOCK	07831C103
WHR	WHIRLPOOL CORP	19,548	$3.378M	0.0%	$112.33	+80.4%	COM	963320106
FBIN	FORTUNE BRANDS HOME & SEC IN	44,973	$3.341M	0.0%	$39.51	+82.3%	COM	34964C106
TAP	MOLSON COORS BEVERAGE CO	62,422	$3.332M	0.0%	$39.66	+12.6%	CL B	60871R209
DAN	DANA INC	189,248	$3.325M	0.0%	$16.17	+13.3%	COM	235825205
OLLI	OLLIES BARGAIN OUTLET HLDGS	77,029	$3.309M	0.0%	$75.22	-40.7%	COM	681116109
NGVT	INGEVITY CORP	51,549	$3.303M	0.0%	$100.46	-33.4%	COM	45688C107
ZION	ZIONS BANCORPORATION N A	50,239	$3.294M	0.0%	$24.66	+177.4%	COM	989701107
SEE	SEALED AIR CORP NEW	49,088	$3.287M	0.0%	$19.21	+220.1%	COM	81211K100
ALLE	ALLEGION PLC	29,719	$3.263M	0.0%	$39.24	+186.6%	ORD SHS	G0176J109
TPR	TAPESTRY INC	87,467	$3.249M	0.0%	$33.77	+1.7%	COM	876030107
XRX	XEROX HOLDINGS CORP	161,040	$3.248M	0.0%	$26.26	-19.9%	COM NEW	98421M106
—	NIELSEN HLDGS PLC	118,879	$3.238M	0.0%	$43.72	—	SHS EUR	G6518L108
WERN	WERNER ENTERPRISES INC	78,554	$3.221M	0.0%	$33.66	+30.8%	COM	950755108
GHC	GRAHAM HLDGS CO	5,234	$3.2M	0.0%	$380.92	+51.5%	COM CL B	384637104
NUS	NU SKIN ENTERPRISES INC	65,373	$3.13M	0.0%	$43.11	-0.3%	CL A	67018T105
KMT	KENNAMETAL INC	109,024	$3.119M	0.0%	$29.48	-1.9%	COM	489170100
NRG	NRG ENERGY INC	81,123	$3.112M	0.0%	$34.05	+2.8%	COM NEW	629377508
—	CERIDIAN HCM HLDG INC	45,324	$3.098M	0.0%	$66.13	+12.1%	COM	15677J108
BWA	BORGWARNER INC	79,445	$3.09M	0.0%	$33.69	+4.8%	COM	099724106
KD	KYNDRYL HLDGS INC	235,273	$3.087M	0.0%	$21.59	-30.3%	COMMON STOCK	50155Q100
CALX	CALIX INC	71,944	$3.087M	0.0%	$50.61	0.0%	COM	13100M509
WLY	WILEY JOHN & SONS INC	57,130	$3.03M	0.0%	$29.12	+56.5%	CL A	968223206
NCLH	NORWEGIAN CRUISE LINE HLDG L	138,125	$3.022M	0.0%	$41.32	-50.6%	SHS	G66721104
CPB	CAMPBELL SOUP CO	66,982	$2.985M	0.0%	$29.52	+31.4%	COM	134429109
PNR	PENTAIR PLC	54,827	$2.972M	0.0%	$41.96	+37.0%	SHS	G7S00T104
IBOC	INTERNATIONAL BANCSHARES COR	69,841	$2.948M	0.0%	$16.57	+134.0%	COM	459044103
OGN	ORGANON & CO	84,007	$2.934M	0.0%	$26.93	+6.0%	COMMON STOCK	68622V106
PNW	PINNACLE WEST CAP CORP	37,380	$2.919M	0.0%	$68.14	-11.4%	COM	723484101
LW	LAMB WESTON HLDGS INC	48,110	$2.882M	0.0%	$59.87	-2.9%	COM	513272104
NWSA	NEWS CORP NEW	129,508	$2.869M	0.0%	$13.96	+52.9%	CL A	65249B109
AMKR	AMKOR TECHNOLOGY INC	131,547	$2.857M	0.0%	$19.17	+11.2%	COM	031652100
—	PEOPLES UNITED FINANCIAL INC	141,782	$2.834M	0.0%	$14.47	—	COM	712704105
WAFD	WASHINGTON FED INC	85,581	$2.809M	0.0%	$12.29	+149.0%	COM	938824109
WYNN	WYNN RESORTS LTD	34,872	$2.781M	0.0%	$115.68	-29.2%	COM	983134107
KDP	KEURIG DR PEPPER INC	73,197	$2.774M	0.0%	$28.61	+19.4%	COM	49271V100
NWL	NEWELL BRANDS INC	125,443	$2.686M	0.0%	$29.63	-34.7%	COM	651229106
ENR	ENERGIZER HLDGS INC NEW	86,008	$2.646M	0.0%	$34.00	-13.7%	COM	29272W109
DXC	DXC TECHNOLOGY CO	81,003	$2.643M	0.0%	$67.09	-50.7%	COM	23355L106
ROL	ROLLINS INC	74,992	$2.628M	0.0%	$20.97	+47.3%	COM	775711104
—	DISH NETWORK CORPORATION	82,737	$2.619M	0.0%	$61.47	—	CL A	25470M109
BEN	FRANKLIN RESOURCES INC	93,166	$2.601M	0.0%	$28.43	-12.5%	COM	354613101
—	DISCOVERY INC	100,635	$2.513M	0.0%	$30.82	—	COM SER C	25470F302
VNO	VORNADO RLTY TR	52,681	$2.388M	0.0%	$92.65	—	SH BEN INT	929042109
—	SUNPOWER CORP	108,950	$2.34M	0.0%	$20.87	—	COM	867652406
PENN	PENN NATL GAMING INC	55,041	$2.335M	0.0%	$26.95	+69.6%	COM	707569109
MHK	MOHAWK INDS INC	18,178	$2.258M	0.0%	$109.40	+37.1%	COM	608190104
WOR	WORTHINGTON INDS INC	42,772	$2.199M	0.0%	$18.25	+89.2%	COM	981811102
URBN	URBAN OUTFITTERS INC	86,050	$2.161M	0.0%	$27.55	-0.8%	COM	917047102
AGG	ISHARES TR	19,321	$2.069M	0.0%	$112.94	—	CORE US AGGBD ET	464287226
VICR	VICOR CORP	28,141	$1.985M	0.0%	$141.59	-36.6%	COM	925815102
MCY	MERCURY GENL CORP NEW	34,873	$1.918M	0.0%	$39.44	+36.6%	COM	589400100
—	LULUS FASHION LOUNGE HOLDING	275,000	$1.865M	0.0%	$10.23	—	COM	55003A108
PVH	PVH CORPORATION	23,187	$1.776M	0.0%	$100.50	-8.6%	COM	693656100
FOX	FOX CORP	48,302	$1.752M	0.0%	$31.84	+10.5%	CL B COM	35137L204
RL	RALPH LAUREN CORP	15,336	$1.74M	0.0%	$81.28	+33.4%	CL A	751212101
PPC	PILGRIMS PRIDE CORP	63,946	$1.605M	0.0%	$29.38	-11.7%	COM	72147K108
—	DISCOVERY INC	56,177	$1.4M	0.0%	$76.49	—	COM SER A	25470F104
IPGP	IPG PHOTONICS CORP	11,834	$1.299M	0.0%	$152.68	-10.0%	COM	44980X109
UA	UNDER ARMOUR INC	71,254	$1.109M	0.0%	$36.41	-57.0%	CL C	904311206
VEA	VANGUARD TAX-MANAGED INTL FD	22,216	$1.067M	0.0%	$45.35	—	FTSE DEV MKT ETF	921943858
UAA	UNDER ARMOUR INC	62,501	$1.064M	0.0%	$16.14	+11.1%	CL A	904311107
NWS	NEWS CORP NEW	40,117	$903K	0.0%	$12.15	+77.8%	CL B	65249B208
VTWO	VANGUARD SCOTTSDALE FDS	6,425	$532K	0.0%	$103.70	—	VNG RUS2000IDX	92206C664
VTI	VANGUARD INDEX FDS	1,175	$268K	0.0%	$138.57	—	TOTAL STK MKT	922908769