Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
IEMG	ISHARES INC	7,716,000	$379M	12.7%	$55.98	—	CORE MSCI EMKT	46434G103
AAPL	APPLE INC	1,286,360	$176M	5.9%	$120.17	+23.7%	COM	037833100
MSFT	MICROSOFT CORP	561,385	$144M	4.9%	$216.50	+21.7%	COM	594918104
LQD	ISHARES TR	860,000	$94.63M	3.2%	$114.20	—	IBOXX INV CP ETF	464287242
AMZN	AMAZON COM INC	721,962	$76.68M	2.6%	$126.90	-1.4%	COM	023135106
GOOGL	ALPHABET INC	23,706	$51.66M	1.7%	$90.04	+29.8%	CAP STK CL A	02079K305
GOOG	ALPHABET INC	22,392	$48.98M	1.6%	$88.84	+32.0%	CAP STK CL C	02079K107
TSLA	TESLA INC	69,245	$46.63M	1.6%	$200.99	+35.8%	COM	88160R101
EMXC	ISHARES INC	918,800	$43.88M	1.5%	$58.18	—	MSCI EMRG CHN	46434G764
UNH	UNITEDHEALTH GROUP INC	74,165	$38.09M	1.3%	$322.91	+45.9%	COM	91324P102
HYG	ISHARES TR	510,000	$37.54M	1.3%	$80.06	—	IBOXX HI YD ETF	464288513
JNJ	JOHNSON & JOHNSON	207,249	$36.79M	1.2%	$130.14	+22.9%	COM	478160104
NVDA	NVIDIA CORPORATION	197,059	$29.87M	1.0%	$19.68	-4.3%	COM	67066G104
META	META PLATFORMS INC	182,010	$29.35M	1.0%	$274.47	-30.2%	CL A	30303M102
XOM	EXXON MOBIL CORP	333,707	$28.58M	1.0%	$34.32	+131.9%	COM	30231G102
BRK/B	BERKSHIRE HATHAWAY INC DEL	101,778	$27.79M	0.9%	$226.99	+38.2%	CL B NEW	084670702
PG	PROCTER AND GAMBLE CO	188,946	$27.17M	0.9%	$123.91	+10.8%	COM	742718109
JPM	JPMORGAN CHASE & CO	232,751	$26.21M	0.9%	$101.47	+11.4%	COM	46625H100
V	VISA INC	130,723	$25.74M	0.9%	$198.28	+1.4%	COM CL A	92826C839
PFE	PFIZER INC	443,253	$23.24M	0.8%	$30.01	+40.0%	COM	717081103
HD	HOME DEPOT INC	82,311	$22.57M	0.8%	$250.50	+7.4%	COM	437076102
CVX	CHEVRON CORP NEW	153,513	$22.23M	0.7%	$71.05	+100.8%	COM	166764100
MA	MASTERCARD INCORPORATED	68,794	$21.7M	0.7%	$325.19	+3.7%	CL A	57636Q104
ABBV	ABBVIE INC	139,420	$21.35M	0.7%	$83.19	+61.2%	COM	00287Y109
LLY	LILLY ELI & CO	63,807	$20.69M	0.7%	$154.52	+88.3%	COM	532457108
KO	COCA COLA CO	324,652	$20.42M	0.7%	$44.98	+26.2%	COM	191216100
EMGF	ISHARES INC	474,200	$20.35M	0.7%	$42.92	—	MSCI EMERG MRKT	46434G889
PEP	PEPSICO INC	109,049	$18.17M	0.6%	$124.06	+20.8%	COM	713448108
MRK	MERCK & CO INC	199,246	$18.16M	0.6%	$65.82	+20.4%	COM	58933Y105
BAC	BK OF AMERICA CORP	572,483	$17.82M	0.6%	$24.73	+32.4%	COM	060505104
VZ	VERIZON COMMUNICATIONS INC	330,888	$16.79M	0.6%	$43.42	-7.6%	COM	92343V104
COST	COSTCO WHSL CORP NEW	34,953	$16.75M	0.6%	$364.12	+33.2%	COM	22160K105
TMO	THERMO FISHER SCIENTIFIC INC	30,835	$16.75M	0.6%	$477.55	+14.1%	COM	883556102
AVGO	BROADCOM INC	32,288	$15.69M	0.5%	$37.03	+41.5%	COM	11135F101
ABT	ABBOTT LABS	139,004	$15.1M	0.5%	$100.93	+5.1%	COM	002824100
WMT	WALMART INC	120,256	$14.62M	0.5%	$45.10	-2.4%	COM	931142103
MCD	MCDONALDS CORP	58,612	$14.47M	0.5%	$197.17	+14.8%	COM	580135101
CMCSA	COMCAST CORP NEW	356,582	$13.99M	0.5%	$41.67	-7.9%	CL A	20030N101
CSCO	CISCO SYS INC	327,447	$13.96M	0.5%	$36.89	+16.1%	COM	17275R102
ACN	ACCENTURE PLC IRELAND	49,817	$13.83M	0.5%	$233.98	+21.6%	SHS CLASS A	G1151C101
ADBE	ADOBE SYSTEMS INCORPORATED	37,182	$13.61M	0.5%	$490.42	-17.0%	COM	00724F101
DHR	DANAHER CORPORATION	53,567	$13.58M	0.5%	$203.54	+11.1%	COM	235851102
DIS	DISNEY WALT CO	143,509	$13.55M	0.5%	$140.95	-23.1%	COM	254687106
BMY	BRISTOL-MYERS SQUIBB CO	171,813	$13.23M	0.4%	$50.21	+29.4%	COM	110122108
CRM	SALESFORCE INC	77,641	$12.81M	0.4%	$240.43	-27.4%	COM	79466L302
INTC	INTEL CORP	320,971	$12.01M	0.4%	$44.31	-8.3%	COM	458140100
NEE	NEXTERA ENERGY INC	154,711	$11.98M	0.4%	$77.11	-10.7%	COM	65339F101
T	AT&T INC	563,030	$11.8M	0.4%	$15.39	+5.9%	COM	00206R102
WFC	WELLS FARGO CO NEW	300,678	$11.78M	0.4%	$24.77	+61.3%	COM	949746101
—	LINDE PLC	40,401	$11.62M	0.4%	$271.13	—	SHS	G5494J103
QCOM	QUALCOMM INC	88,834	$11.35M	0.4%	$126.25	-1.1%	COM	747525103
TXN	TEXAS INSTRS INC	72,798	$11.19M	0.4%	$138.24	+9.2%	COM	882508104
UNP	UNION PAC CORP	50,203	$10.71M	0.4%	$181.66	+14.9%	COM	907818108
AMGN	AMGEN INC	43,907	$10.68M	0.4%	$195.92	+11.6%	COM	031162100
UPS	UNITED PARCEL SERVICE INC	57,743	$10.54M	0.4%	$140.26	+9.3%	CL B	911312106
NKE	NIKE INC	100,602	$10.28M	0.3%	$125.16	-11.1%	CL B	654106103
IBM	INTERNATIONAL BUSINESS MACHS	70,887	$10.01M	0.3%	$95.16	+23.5%	COM	459200101
AMD	ADVANCED MICRO DEVICES INC	128,862	$9.854M	0.3%	$98.39	-4.9%	COM	007903107
CVS	CVS HEALTH CORP	103,457	$9.586M	0.3%	$58.63	+46.5%	COM	126650100
MDT	MEDTRONIC PLC	105,826	$9.498M	0.3%	$95.58	-5.4%	SHS	G5960L103
SPGI	S&P GLOBAL INC	27,919	$9.41M	0.3%	$353.47	-2.2%	COM	78409V104
LOW	LOWES COS INC	52,811	$9.224M	0.3%	$153.04	+17.3%	COM	548661107
COP	CONOCOPHILLIPS	102,433	$9.2M	0.3%	$36.57	+146.0%	COM	20825C104
AMT	AMERICAN TOWER CORP NEW	35,935	$9.185M	0.3%	$203.96	+8.9%	COM	03027X100
ELV	ELEVANCE HEALTH INC	19,020	$9.179M	0.3%	$299.15	+56.9%	COM	036752103
ORCL	ORACLE CORP	126,296	$8.824M	0.3%	$55.88	+25.0%	COM	68389X105
INTU	INTUIT	21,204	$8.173M	0.3%	$363.33	+11.3%	COM	461202103
MS	MORGAN STANLEY	105,306	$8.01M	0.3%	$52.95	+36.8%	COM NEW	617446448
GS	GOLDMAN SACHS GROUP INC	26,637	$7.912M	0.3%	$216.16	+31.2%	COM	38141G104
CAT	CATERPILLAR INC	42,240	$7.551M	0.3%	$158.10	+24.8%	COM	149123101
NOW	SERVICENOW INC	15,764	$7.496M	0.3%	$106.62	-10.6%	COM	81762P102
—	BLACKROCK INC	11,985	$7.299M	0.2%	$737.11	—	COM	09247X101
SCHW	SCHWAB CHARLES CORP	114,219	$7.216M	0.2%	$46.70	+40.3%	COM	808513105
C	CITIGROUP INC	156,417	$7.194M	0.2%	$43.53	+0.5%	COM NEW	172967424
AXP	AMERICAN EXPRESS CO	50,877	$7.053M	0.2%	$110.39	+42.7%	COM	025816109
ADP	AUTOMATIC DATA PROCESSING IN	33,110	$6.954M	0.2%	$153.43	+32.0%	COM	053015103
SBUX	STARBUCKS CORP	90,671	$6.926M	0.2%	$86.62	-18.8%	COM	855244109
DE	DEERE & CO	22,973	$6.88M	0.2%	$244.14	+43.2%	COM	244199105
PLD	PROLOGIS INC.	58,330	$6.863M	0.2%	$92.34	+33.6%	COM	74340W103
MDLZ	MONDELEZ INTL INC	109,434	$6.795M	0.2%	$50.74	+12.8%	CL A	609207105
CI	CIGNA CORP NEW	25,298	$6.667M	0.2%	$180.91	+33.4%	COM	125523100
TMUS	T-MOBILE US INC	49,237	$6.624M	0.2%	$119.67	+5.3%	COM	872590104
CB	CHUBB LIMITED	33,597	$6.604M	0.2%	$134.61	+45.8%	COM	H1467J104
ZTS	ZOETIS INC	37,203	$6.395M	0.2%	$160.41	+4.0%	CL A	98978V103
AMAT	APPLIED MATLS INC	69,632	$6.335M	0.2%	$77.51	+36.9%	COM	038222105
MRSH	MARSH & MCLENNAN COS INC	39,630	$6.153M	0.2%	$110.29	+37.6%	COM	571748102
NFLX	NETFLIX INC	34,995	$6.12M	0.2%	$51.25	-56.7%	COM	64110L106
GILD	GILEAD SCIENCES INC	98,836	$6.109M	0.2%	$50.29	+7.5%	COM	375558103
PYPL	PAYPAL HLDGS INC	87,239	$6.093M	0.2%	$204.45	-57.7%	COM	70450Y103
ADI	ANALOG DEVICES INC	41,250	$6.026M	0.2%	$135.05	+9.3%	COM	032654105
SO	SOUTHERN CO	83,572	$5.96M	0.2%	$50.24	+28.0%	COM	842587107
MMM	3M CO	45,016	$5.826M	0.2%	$118.30	-11.1%	COM	88579Y101
CME	CME GROUP INC	28,329	$5.799M	0.2%	$144.34	+26.1%	COM	12572Q105
CCI	CROWN CASTLE INTL CORP NEW	34,068	$5.736M	0.2%	$130.06	+15.5%	COM	22822V101
ISRG	INTUITIVE SURGICAL INC	28,199	$5.66M	0.2%	$342.03	-31.4%	COM NEW	46120E602
VRTX	VERTEX PHARMACEUTICALS INC	20,067	$5.655M	0.2%	$227.02	+17.9%	COM	92532F100
BDX	BECTON DICKINSON & CO	22,446	$5.534M	0.2%	$216.20	+10.3%	COM	075887109
PGR	PROGRESSIVE CORP	46,064	$5.356M	0.2%	$81.59	+26.7%	COM	743315103
TGT	TARGET CORP	37,767	$5.334M	0.2%	$150.38	+13.2%	COM	87612E106
SYK	STRYKER CORPORATION	26,784	$5.328M	0.2%	$218.67	+3.3%	COM	863667101
TJX	TJX COS INC NEW	94,027	$5.251M	0.2%	$57.45	-0.0%	COM	872540109
PNC	PNC FINL SVCS GROUP INC	32,984	$5.204M	0.2%	$113.94	+27.7%	COM	693475105
USB	US BANCORP DEL	111,119	$5.114M	0.2%	$35.64	+17.6%	COM NEW	902973304
D	DOMINION ENERGY INC	63,884	$5.099M	0.2%	$63.45	+9.3%	COM	25746U109
EOG	EOG RES INC	46,145	$5.096M	0.2%	$39.38	+168.5%	COM	26875P101
EWT	ISHARES INC	100,400	$5.062M	0.2%	$47.87	—	MSCI TAIWAN ETF	46434G772
CL	COLGATE PALMOLIVE CO	62,938	$5.044M	0.2%	$73.15	-1.8%	COM	194162103
BX	BLACKSTONE INC	55,207	$5.037M	0.2%	$59.75	+60.8%	COM	09260D107
CSX	CSX CORP	172,891	$5.024M	0.2%	$29.92	+3.4%	COM	126408103
WM	WASTE MGMT INC DEL	32,680	$4.999M	0.2%	$111.46	+32.7%	COM	94106L109
TFC	TRUIST FINL CORP	104,687	$4.965M	0.2%	$37.17	+9.7%	COM	89832Q109
MU	MICRON TECHNOLOGY INC	88,265	$4.879M	0.2%	$61.35	+8.4%	COM	595112103
EWY	ISHARES INC	82,200	$4.783M	0.2%	$78.76	—	MSCI STH KOR ETF	464286772
—	ACTIVISION BLIZZARD INC	61,416	$4.782M	0.2%	$90.35	—	COM	00507V109
—	LAM RESEARCH CORP	10,996	$4.686M	0.2%	$711.78	—	COM	512807108
EW	EDWARDS LIFESCIENCES CORP	49,123	$4.671M	0.2%	$86.45	+19.7%	COM	28176E108
EL	LAUDER ESTEE COS INC	18,321	$4.666M	0.2%	$234.97	+1.5%	CL A	518439104
AON	AON PLC	16,864	$4.548M	0.2%	$204.77	+36.7%	SHS CL A	G0403H108
FDX	FEDEX CORP	19,841	$4.498M	0.2%	$247.11	-20.4%	COM	31428X106
ITW	ILLINOIS TOOL WKS INC	24,666	$4.495M	0.2%	$183.79	-0.4%	COM	452308109
DG	DOLLAR GEN CORP NEW	18,264	$4.483M	0.2%	$198.57	+10.3%	COM	256677105
FIS	FIDELITY NATL INFORMATION SV	48,050	$4.405M	0.1%	$125.00	-27.6%	COM	31620M106
SHW	SHERWIN WILLIAMS CO	19,498	$4.366M	0.1%	$265.22	-6.4%	COM	824348106
FISV	FISERV INC	48,838	$4.345M	0.1%	$107.10	-9.4%	COM	337738108
OXY	OCCIDENTAL PETE CORP	73,627	$4.335M	0.1%	$15.32	+279.4%	COM	674599105
NSC	NORFOLK SOUTHN CORP	18,900	$4.296M	0.1%	$208.90	+8.4%	COM	655844108
APD	AIR PRODS & CHEMS INC	17,477	$4.203M	0.1%	$248.11	-11.0%	COM	009158106
BSX	BOSTON SCIENTIFIC CORP	112,459	$4.191M	0.1%	$36.81	+10.6%	COM	101137107
ICE	INTERCONTINENTAL EXCHANGE IN	44,288	$4.165M	0.1%	$100.52	+1.2%	COM	45866F104
—	PIONEER NAT RES CO	18,187	$4.057M	0.1%	$136.57	—	COM	723787107
SLB	SCHLUMBERGER LTD	111,388	$3.983M	0.1%	$18.61	+105.8%	COM STK	806857108
ETN	EATON CORP PLC	31,435	$3.96M	0.1%	$109.25	+21.4%	SHS	G29183103
CNC	CENTENE CORP DEL	45,891	$3.883M	0.1%	$64.92	+27.9%	COM	15135B101
PSA	PUBLIC STORAGE	12,413	$3.881M	0.1%	$194.69	+48.4%	COM	74460D109
MRNA	MODERNA INC	26,993	$3.856M	0.1%	$142.13	+0.6%	COM	60770K107
MCK	MCKESSON CORP	11,808	$3.852M	0.1%	$164.69	+90.7%	COM	58155Q103
AEP	AMERICAN ELEC PWR CO INC	39,744	$3.813M	0.1%	$72.82	+19.0%	COM	025537101
KLAC	KLA CORP	11,880	$3.791M	0.1%	$237.59	+36.3%	COM NEW	482480100
NEM	NEWMONT CORP	62,857	$3.751M	0.1%	$52.39	+20.8%	COM	651639106
SRE	SEMPRA	24,881	$3.739M	0.1%	$55.16	+29.3%	COM	816851109
EMR	EMERSON ELEC CO	46,788	$3.722M	0.1%	$69.00	+18.7%	COM	291011104
EEMV	ISHARES INC	66,200	$3.669M	0.1%	$61.47	—	MSCI EMERG MRKT	464286533
SNPS	SYNOPSYS INC	12,067	$3.665M	0.1%	$241.94	+24.7%	COM	871607107
MPC	MARATHON PETE CORP	44,552	$3.663M	0.1%	$33.58	+156.9%	COM	56585A102
KMB	KIMBERLY-CLARK CORP	26,563	$3.59M	0.1%	$115.80	-0.9%	COM	494368103
GIS	GENERAL MLS INC	47,547	$3.587M	0.1%	$51.36	+20.4%	COM	370334104
MCO	MOODYS CORP	13,139	$3.573M	0.1%	$276.84	+4.8%	COM	615369105
EXC	EXELON CORP	77,208	$3.499M	0.1%	$25.64	+60.8%	COM	30161N101
MET	METLIFE INC	55,281	$3.471M	0.1%	$38.29	+54.8%	COM	59156R108
GM	GENERAL MTRS CO	108,805	$3.456M	0.1%	$39.46	-8.3%	COM	37045V100
F	FORD MTR CO DEL	310,045	$3.451M	0.1%	$7.25	+45.5%	COM	345370860
ADM	ARCHER DANIELS MIDLAND CO	44,312	$3.439M	0.1%	$44.96	+74.5%	COM	039483102
VLO	VALERO ENERGY CORP	32,262	$3.429M	0.1%	$43.87	+141.4%	COM	91913Y100
COF	CAPITAL ONE FINL CORP	32,606	$3.397M	0.1%	$81.88	+39.7%	COM	14040H105
SYY	SYSCO CORP	39,998	$3.388M	0.1%	$61.61	+22.9%	COM	871829107
FCX	FREEPORT-MCMORAN INC	114,671	$3.355M	0.1%	$21.72	+74.6%	CL B	35671D857
AIG	AMERICAN INTL GROUP INC	64,222	$3.284M	0.1%	$32.80	+63.0%	COM NEW	026874784
CDNS	CADENCE DESIGN SYSTEM INC	21,860	$3.28M	0.1%	$122.65	+23.1%	COM	127387108
IQV	IQVIA HLDGS INC	15,025	$3.26M	0.1%	$177.51	+22.3%	COM	46266C105
TRV	TRAVELERS COMPANIES INC	19,036	$3.22M	0.1%	$118.32	+36.8%	COM	89417E109
HCA	HCA HEALTHCARE INC	19,145	$3.218M	0.1%	$143.07	+45.4%	COM	40412C101
O	REALTY INCOME CORP	46,610	$3.182M	0.1%	$50.26	+12.4%	COM	756109104
ECL	ECOLAB INC	20,343	$3.128M	0.1%	$198.20	-19.8%	COM	278865100
CTVA	CORTEVA INC	57,328	$3.104M	0.1%	$34.74	+60.6%	COM	22052L104
PSX	PHILLIPS 66	37,842	$3.103M	0.1%	$52.25	+54.9%	COM	718546104
NXPI	NXP SEMICONDUCTORS N V	20,695	$3.063M	0.1%	$140.01	+15.6%	COM	N6596X109
FTNT	FORTINET INC	53,874	$3.048M	0.1%	$60.67	-2.1%	COM	34959E109
APH	AMPHENOL CORP NEW	47,211	$3.039M	0.1%	$31.05	+8.2%	CL A	032095101
XEL	XCEL ENERGY INC	42,897	$3.035M	0.1%	$58.95	+9.2%	COM	98389B100
STZ	CONSTELLATION BRANDS INC	12,954	$3.019M	0.1%	$183.89	+24.2%	CL A	21036P108
DOW	DOW INC	57,994	$2.993M	0.1%	$39.83	+30.0%	COM	260557103
WMB	WILLIAMS COS INC	95,773	$2.989M	0.1%	$16.53	+76.7%	COM	969457100
VNQ	VANGUARD INDEX FDS	32,750	$2.984M	0.1%	$75.48	—	REAL ESTATE ETF	922908553
ADSK	AUTODESK INC	17,339	$2.982M	0.1%	$264.86	-27.4%	COM	052769106
MAR	MARRIOTT INTL INC NEW	21,863	$2.974M	0.1%	$115.33	+38.3%	CL A	571903202
PAYX	PAYCHEX INC	25,593	$2.914M	0.1%	$80.59	+40.1%	COM	704326107
DLR	DIGITAL RLTY TR INC	22,423	$2.911M	0.1%	$120.98	+0.0%	COM	253868103
—	TE CONNECTIVITY LTD	25,664	$2.904M	0.1%	$124.32	—	SHS	H84989104
WELL	WELLTOWER INC	35,256	$2.903M	0.1%	$57.13	+42.1%	COM	95040Q104
MNST	MONSTER BEVERAGE CORP NEW	31,293	$2.901M	0.1%	$42.23	+3.0%	COM	61174X109
MRVL	MARVELL TECHNOLOGY INC	66,512	$2.895M	0.1%	$51.38	+8.6%	COM	573874104
PRU	PRUDENTIAL FINL INC	29,638	$2.836M	0.1%	$58.79	+50.5%	COM	744320102
A	AGILENT TECHNOLOGIES INC	23,676	$2.812M	0.1%	$111.66	+7.3%	COM	00846U101
CTSH	COGNIZANT TECHNOLOGY SOLUTIO	41,310	$2.788M	0.1%	$71.00	+1.5%	CL A	192446102
MSI	MOTOROLA SOLUTIONS INC	13,283	$2.784M	0.1%	$165.40	+26.2%	COM NEW	620076307
ALL	ALLSTATE CORP	21,941	$2.781M	0.1%	$87.87	+36.6%	COM	020002101
DLTR	DOLLAR TREE INC	17,732	$2.764M	0.1%	$101.73	+55.8%	COM	256746108
DVN	DEVON ENERGY CORP NEW	49,737	$2.741M	0.1%	$18.98	+187.8%	COM	25179M103
HPQ	HP INC	83,030	$2.722M	0.1%	$18.07	+77.5%	COM	40434L105
EA	ELECTRONIC ARTS INC	22,167	$2.697M	0.1%	$126.01	-0.8%	COM	285512109
KMI	KINDER MORGAN INC DEL	160,858	$2.696M	0.1%	$10.34	+48.1%	COM	49456B101
AFL	AFLAC INC	48,663	$2.693M	0.1%	$37.32	+45.7%	COM	001055102
AJG	GALLAGHER ARTHUR J & CO	16,438	$2.68M	0.1%	$116.09	+38.0%	COM	363576109
JCI	JOHNSON CTLS INTL PLC	55,394	$2.652M	0.1%	$43.19	+19.9%	SHS	G51502105
ED	CONSOLIDATED EDISON INC	27,822	$2.646M	0.1%	$65.56	+28.2%	COM	209115104
CRWD	CROWDSTRIKE HLDGS INC	15,591	$2.628M	0.1%	$179.03	+1.2%	CL A	22788C105
KR	KROGER CO	55,057	$2.606M	0.1%	$30.04	+63.8%	COM	501044101
YUM	YUM BRANDS INC	22,779	$2.586M	0.1%	$94.80	+14.3%	COM	988498101
MCHP	MICROCHIP TECHNOLOGY INC.	43,825	$2.545M	0.1%	$66.45	-8.4%	COM	595017104
BAX	BAXTER INTL INC	39,592	$2.543M	0.1%	$71.39	-7.0%	COM	071813109
WCN	WASTE CONNECTIONS INC	20,284	$2.514M	0.1%	$102.56	+23.4%	COM	94106B101
BK	BANK NEW YORK MELLON CORP	60,243	$2.513M	0.1%	$35.28	+13.6%	COM	064058100
XYZ	BLOCK INC	40,859	$2.511M	0.1%	$177.00	-48.4%	CL A	852234103
PEG	PUBLIC SVC ENTERPRISE GRP IN	39,575	$2.504M	0.1%	$49.68	+20.9%	COM	744573106
PH	PARKER-HANNIFIN CORP	10,108	$2.487M	0.1%	$286.25	-10.9%	COM	701094104
HSY	HERSHEY CO	11,479	$2.47M	0.1%	$134.66	+47.5%	COM	427866108
GPN	GLOBAL PMTS INC	22,226	$2.459M	0.1%	$174.22	-30.0%	COM	37940X102
SPG	SIMON PPTY GROUP INC NEW	25,900	$2.458M	0.1%	$64.76	+44.0%	COM	828806109
HLT	HILTON WORLDWIDE HLDGS INC	22,003	$2.452M	0.1%	$145.63	-6.1%	COM	43300A203
RMD	RESMED INC	11,527	$2.416M	0.1%	$196.97	+4.6%	COM	761152107
CARR	CARRIER GLOBAL CORPORATION	67,435	$2.405M	0.1%	$35.55	+4.9%	COM	14448C104
LNG	CHENIERE ENERGY INC	18,048	$2.401M	0.1%	$61.98	+119.8%	COM NEW	16411R208
IFF	INTERNATIONAL FLAVORS&FRAGRA	20,076	$2.391M	0.1%	$115.56	-2.6%	COM	459506101
TT	TRANE TECHNOLOGIES PLC	18,408	$2.391M	0.1%	$133.69	-1.1%	SHS	G8994E103
OTIS	OTIS WORLDWIDE CORP	33,498	$2.367M	0.1%	$62.05	+11.9%	COM	68902V107
UBER	UBER TECHNOLOGIES INC	115,544	$2.364M	0.1%	$44.04	-39.7%	COM	90353T100
BIIB	BIOGEN INC	11,584	$2.362M	0.1%	$258.49	-20.9%	COM	09062X103
—	TWITTER INC	63,110	$2.36M	0.1%	$52.93	—	COM	90184L102
WBD	WARNER BROS DISCOVERY INC	175,532	$2.356M	0.1%	$18.55	0.0%	COM SER A	934423104
SNOW	SNOWFLAKE INC	16,901	$2.35M	0.1%	$291.33	-45.6%	CL A	833445109
ABNB	AIRBNB INC	26,331	$2.346M	0.1%	$167.11	-22.1%	COM CL A	009066101
—	HESS CORP	21,974	$2.328M	0.1%	$56.70	—	COM	42809H107
ES	EVERSOURCE ENERGY	27,150	$2.293M	0.1%	$73.02	+4.5%	COM	30040W108
RSG	REPUBLIC SVCS INC	17,458	$2.285M	0.1%	$92.40	+35.6%	COM	760759100
ILMN	ILLUMINA INC	12,376	$2.282M	0.1%	$321.21	-20.5%	COM	452327109
DXCM	DEXCOM INC	30,604	$2.281M	0.1%	$91.26	0.0%	COM	252131107
FAST	FASTENAL CO	45,367	$2.265M	0.1%	$21.33	+15.5%	COM	311900104
VICI	VICI PPTYS INC	75,871	$2.26M	0.1%	$21.38	+13.0%	COM	925652109
PCAR	PACCAR INC	27,397	$2.256M	0.1%	$48.57	-0.0%	COM	693718108
MTB	M & T BK CORP	14,153	$2.256M	0.1%	$153.62	-3.0%	COM	55261F104
DD	DUPONT DE NEMOURS INC	40,430	$2.247M	0.1%	$24.08	+5.2%	COM	26614N102
HAL	HALLIBURTON CO	70,829	$2.221M	0.1%	$15.48	+123.0%	COM	406216101
NUE	NUCOR CORP	21,213	$2.215M	0.1%	$51.21	+149.7%	COM	670346105
KHC	KRAFT HEINZ CO	57,876	$2.207M	0.1%	$26.71	+25.6%	COM	500754106
VRSK	VERISK ANALYTICS INC	12,712	$2.2M	0.1%	$189.36	-3.8%	COM	92345Y106
—	WALGREENS BOOTS ALLIANCE INC	57,867	$2.193M	0.1%	$41.10	—	COM	931427108
CMI	CUMMINS INC	11,248	$2.177M	0.1%	$199.08	-8.1%	COM	231021106
KDP	KEURIG DR PEPPER INC	61,481	$2.176M	0.1%	$28.13	+16.8%	COM	49271V100
VEEV	VEEVA SYS INC	10,958	$2.17M	0.1%	$287.86	-36.1%	CL A COM	922475108
BKR	BAKER HUGHES COMPANY	75,146	$2.169M	0.1%	$19.38	+59.7%	CL A	05722G100
WDAY	WORKDAY INC	15,450	$2.157M	0.1%	$230.08	-21.0%	CL A	98138H101
AVB	AVALONBAY CMNTYS INC	10,990	$2.135M	0.1%	$206.54	-8.1%	COM	053484101
AWK	AMERICAN WTR WKS CO INC NEW	14,324	$2.131M	0.1%	$141.11	-0.1%	COM	030420103
PPG	PPG INDS INC	18,602	$2.127M	0.1%	$127.94	-9.6%	COM	693506107
—	DISCOVER FINL SVCS	22,457	$2.124M	0.1%	$92.34	—	COM	254709108
ENPH	ENPHASE ENERGY INC	10,557	$2.061M	0.1%	$158.19	+14.3%	COM	29355A107
TROW	PRICE T ROWE GROUP INC	17,979	$2.043M	0.1%	$118.78	-9.8%	COM	74144T108
EQR	EQUITY RESIDENTIAL	28,149	$2.033M	0.1%	$49.56	+37.5%	SH BEN INT	29476L107
KKR	KKR & CO INC	43,807	$2.028M	0.1%	$41.04	+24.0%	COM	48251W104
AME	AMETEK INC	18,264	$2.007M	0.1%	$111.64	+6.2%	COM	031100100
FRCB	FIRST REP BK SAN FRANCISCO C	13,901	$2.005M	0.1%	$137.55	+8.3%	COM	33616C100
GLW	CORNING INC	63,339	$1.996M	0.1%	$31.36	-1.0%	COM	219350105
KEYS	KEYSIGHT TECHNOLOGIES INC	14,406	$1.986M	0.1%	$121.77	+16.8%	COM	49338L103
TSN	TYSON FOODS INC	23,052	$1.984M	0.1%	$55.66	+42.6%	CL A	902494103
ROST	ROSS STORES INC	27,851	$1.956M	0.1%	$99.62	-14.2%	COM	778296103
WY	WEYERHAEUSER CO MTN BE	58,911	$1.951M	0.1%	$25.43	+32.0%	COM NEW	962166104
OKE	ONEOK INC NEW	35,073	$1.947M	0.1%	$27.83	+92.0%	COM	682680103
CBRE	CBRE GROUP INC	26,320	$1.937M	0.1%	$61.36	+31.2%	CL A	12504L109
EBAY	EBAY INC.	46,311	$1.93M	0.1%	$47.35	-4.1%	COM	278642103
—	SEAGEN INC	10,855	$1.921M	0.1%	$154.15	—	COM	81181C104
EIX	EDISON INTL	30,008	$1.898M	0.1%	$48.37	+18.7%	COM	281020107
—	APTIV PLC	21,275	$1.895M	0.1%	$132.57	—	SHS	G6095L109
—	VMWARE INC	16,502	$1.881M	0.1%	$115.78	—	CL A COM	928563402
CSGP	COSTAR GROUP INC	31,061	$1.876M	0.1%	$85.57	-29.2%	COM	22160N109
ZM	ZOOM VIDEO COMMUNICATIONS IN	17,147	$1.851M	0.1%	$398.53	-73.5%	CL A	98980L101
CPRT	COPART INC	16,788	$1.824M	0.1%	$29.81	-4.5%	COM	217204106
—	ARISTA NETWORKS INC	19,407	$1.819M	0.1%	$140.19	—	COM	040413106
LYB	LYONDELLBASELL INDUSTRIES N	20,684	$1.809M	0.1%	$58.99	+34.8%	SHS - A -	N53745100
FITB	FIFTH THIRD BANCORP	53,776	$1.807M	0.1%	$21.91	+47.5%	COM	316773100
ETR	ENTERGY CORP NEW	16,004	$1.803M	0.1%	$43.89	+17.3%	COM	29364G103
EXR	EXTRA SPACE STORAGE INC	10,530	$1.791M	0.1%	$167.37	-5.2%	COM	30225T102
STT	STATE STR CORP	28,855	$1.779M	0.1%	$60.95	+2.2%	COM	857477103
CHD	CHURCH & DWIGHT CO INC	19,130	$1.773M	0.1%	$83.82	+7.9%	COM	171340102
DHI	D R HORTON INC	26,535	$1.756M	0.1%	$71.12	-4.7%	COM	23331A109
COR	AMERISOURCEBERGEN CORP	12,364	$1.749M	0.1%	$93.81	+57.4%	COM	03073E105
BALL	BALL CORP	25,341	$1.743M	0.1%	$86.74	-16.9%	COM	058498106
ARE	ALEXANDRIA REAL ESTATE EQ IN	11,977	$1.737M	0.1%	$169.90	-16.3%	COM	015271109
ZBH	ZIMMER BIOMET HOLDINGS INC	16,427	$1.726M	0.1%	$134.17	-14.4%	COM	98956P102
ON	ON SEMICONDUCTOR CORP	34,091	$1.715M	0.1%	$32.47	+71.6%	COM	682189105
HIG	HARTFORD FINL SVCS GROUP INC	26,141	$1.71M	0.1%	$40.75	+59.9%	COM	416515104
BF/B	BROWN FORMAN CORP	24,358	$1.709M	0.1%	$69.32	-9.8%	CL B	115637209
INVH	INVITATION HOMES INC	47,897	$1.704M	0.1%	$26.61	+26.3%	COM	46187W107
DDOG	DATADOG INC	17,707	$1.686M	0.1%	$114.10	-3.7%	CL A COM	23804L103
CDW	CDW CORP	10,637	$1.676M	0.1%	$126.38	+27.0%	COM	12514G108
—	DUKE REALTY CORP	30,171	$1.658M	0.1%	$42.67	—	COM NEW	264411505
CTRA	COTERRA ENERGY INC	64,129	$1.654M	0.1%	$17.41	+47.2%	COM	127097103
MKC	MCCORMICK & CO INC	19,686	$1.639M	0.1%	$84.39	+3.2%	COM NON VTG	579780206
VTR	VENTAS INC	31,394	$1.615M	0.1%	$39.85	+23.3%	COM	92276F100
FANG	DIAMONDBACK ENERGY INC	13,295	$1.611M	0.1%	$90.16	+27.9%	COM	25278X109
MTCH	MATCH GROUP INC NEW	22,476	$1.566M	0.1%	$126.18	-37.2%	COM	57667L107
TTWO	TAKE-TWO INTERACTIVE SOFTWAR	12,684	$1.554M	0.1%	$127.28	0.0%	COM	874054109
CMS	CMS ENERGY CORP	22,784	$1.538M	0.1%	$53.62	+15.0%	COM	125896100
APO	APOLLO GLOBAL MGMT INC	31,502	$1.524M	0.1%	$59.98	-15.3%	COM	03769M106
NTRS	NORTHERN TR CORP	15,515	$1.497M	0.1%	$78.54	+19.4%	COM	665859104
AVTR	AVANTOR INC	48,080	$1.495M	0.1%	$27.87	+12.0%	COM	05352A100
GPC	GENUINE PARTS CO	11,202	$1.49M	0.1%	$87.71	+37.2%	COM	372460105
—	AMCOR PLC	119,318	$1.483M	0.0%	$9.30	+14.3%	ORD	G0250X107
VMC	VULCAN MATLS CO	10,436	$1.483M	0.0%	$187.17	-14.3%	COM	929160109
CEG	CONSTELLATION ENERGY CORP	25,634	$1.468M	0.0%	$47.25	+23.6%	COM	21037T109
CNP	CENTERPOINT ENERGY INC	49,459	$1.463M	0.0%	$20.57	+36.2%	COM	15189T107
FTV	FORTIVE CORP	26,792	$1.457M	0.0%	$50.77	-14.3%	COM	34959J108
TTD	THE TRADE DESK INC	34,730	$1.455M	0.0%	$66.39	-17.5%	COM CL A	88339J105
LEN	LENNAR CORP	20,602	$1.454M	0.0%	$72.09	-3.7%	CL A	526057104
—	KELLOGG CO	20,199	$1.441M	0.0%	$50.12	+14.4%	COM	487836108
—	CATALENT INC	13,414	$1.439M	0.0%	$106.75	—	COM	148806102
CINF	CINCINNATI FINL CORP	12,040	$1.433M	0.0%	$74.05	+55.9%	COM	172062101
PWR	QUANTA SVCS INC	11,333	$1.42M	0.0%	$122.00	0.0%	COM	74762E102
CF	CF INDS HLDGS INC	16,340	$1.401M	0.0%	$32.91	+172.7%	COM	125269100
CFG	CITIZENS FINL GROUP INC	39,075	$1.395M	0.0%	$28.00	+19.9%	COM	174610105
RF	REGIONS FINANCIAL CORP NEW	73,869	$1.385M	0.0%	$12.58	+39.8%	COM	7591EP100
MOS	MOSAIC CO NEW	29,133	$1.376M	0.0%	$20.83	+167.8%	COM	61945C103
PFG	PRINCIPAL FINANCIAL GROUP IN	20,591	$1.375M	0.0%	$39.55	+56.1%	COM	74251V102
DOV	DOVER CORP	11,325	$1.374M	0.0%	$116.34	+10.9%	COM	260003108
RJF	RAYMOND JAMES FINL INC	15,323	$1.37M	0.0%	$85.48	+8.5%	COM	754730109
HOLX	HOLOGIC INC	19,774	$1.37M	0.0%	$70.82	+4.8%	COM	436440101
HBAN	HUNTINGTON BANCSHARES INC	113,762	$1.369M	0.0%	$10.30	+8.7%	COM	446150104
HPE	HEWLETT PACKARD ENTERPRISE C	102,876	$1.364M	0.0%	$9.62	+41.6%	COM	42824C109
ACGL	ARCH CAP GROUP LTD	29,878	$1.359M	0.0%	$31.73	+38.9%	ORD	G0450A105
—	HORIZON THERAPEUTICS PUB L	16,946	$1.352M	0.0%	$78.06	—	SHS	G46188101
SWK	STANLEY BLACK & DECKER INC	12,876	$1.35M	0.0%	$150.41	-29.1%	COM	854502101
IR	INGERSOLL RAND INC	32,056	$1.349M	0.0%	$43.92	+3.2%	COM	45687V106
EXPD	EXPEDITORS INTL WASH INC	13,324	$1.299M	0.0%	$88.88	+10.1%	COM	302130109
CAG	CONAGRA BRANDS INC	37,727	$1.292M	0.0%	$28.76	-0.7%	COM	205887102
—	MARATHON OIL CORP	56,639	$1.273M	0.0%	$22.48	—	COM	565849106
KEY	KEYCORP	73,225	$1.262M	0.0%	$11.94	+33.2%	COM	493267108
WPC	WP CAREY INC	15,025	$1.245M	0.0%	$72.48	—	COM	92936U109
LBRDK	LIBERTY BROADBAND CORP	10,658	$1.232M	0.0%	$142.73	-20.1%	COM SER C	530307305
TRU	TRANSUNION	15,068	$1.205M	0.0%	$91.34	-7.7%	COM	89400J107
BMRN	BIOMARIN PHARMACEUTICAL INC	14,506	$1.202M	0.0%	$79.71	-0.1%	COM	09061G101
SWKS	SKYWORKS SOLUTIONS INC	12,928	$1.198M	0.0%	$129.20	-25.2%	COM	83088M102
ATO	ATMOS ENERGY CORP	10,675	$1.197M	0.0%	$99.35	+5.4%	COM	049560105
GRMN	GARMIN LTD	12,157	$1.194M	0.0%	$103.82	-6.6%	SHS	H2906T109
IP	INTERNATIONAL PAPER CO	28,183	$1.179M	0.0%	$36.32	+8.2%	COM	460146103
—	PARAMOUNT GLOBAL	47,716	$1.178M	0.0%	$36.44	—	CLASS B COM	92556H206
PLTR	PALANTIR TECHNOLOGIES INC	129,256	$1.172M	0.0%	$22.65	-56.4%	CL A	69608A108
PCG	PG&E CORP	117,109	$1.169M	0.0%	$11.23	+3.5%	COM	69331C108
UDR	UDR INC	25,087	$1.155M	0.0%	$33.08	+31.7%	COM	902653104
AKAM	AKAMAI TECHNOLOGIES INC	12,639	$1.154M	0.0%	$105.22	-1.0%	COM	00971T101
KMX	CARMAX INC	12,750	$1.154M	0.0%	$97.82	-3.9%	COM	143130102
VFC	V F CORP	26,056	$1.151M	0.0%	$78.74	-36.3%	COM	918204108
TRMB	TRIMBLE INC	19,741	$1.15M	0.0%	$60.21	+9.0%	COM	896239100
RPRX	ROYALTY PHARMA PLC	27,302	$1.148M	0.0%	$42.78	-4.2%	SHS CLASS A	G7709Q104
TER	TERADYNE INC	12,821	$1.148M	0.0%	$103.61	-1.2%	COM	880770102
NTAP	NETAPP INC	17,588	$1.147M	0.0%	$50.27	+30.9%	COM	64110D104
CAH	CARDINAL HEALTH INC	21,839	$1.142M	0.0%	$45.66	+15.3%	COM	14149Y108
DRI	DARDEN RESTAURANTS INC	10,067	$1.139M	0.0%	$121.57	-8.8%	COM	237194105
WAB	WABTEC	13,875	$1.139M	0.0%	$68.44	+27.6%	COM	929740108
WRB	BERKLEY W R CORP	16,671	$1.138M	0.0%	$29.71	+39.8%	COM	084423102
SYF	SYNCHRONY FINANCIAL	41,089	$1.135M	0.0%	$29.06	+9.7%	COM	87165B103
TWLO	TWILIO INC	13,534	$1.134M	0.0%	$347.43	-67.8%	CL A	90138F102
SNAP	SNAP INC	86,385	$1.134M	0.0%	$43.86	-48.0%	CL A	83304A106
EXPE	EXPEDIA GROUP INC	11,842	$1.123M	0.0%	$168.82	-16.8%	COM NEW	30212P303
INCY	INCYTE CORP	14,767	$1.122M	0.0%	$84.80	-10.5%	COM	45337C102
BBY	BEST BUY INC	17,066	$1.113M	0.0%	$90.18	-22.6%	COM	086516101
HRL	HORMEL FOODS CORP	23,469	$1.111M	0.0%	$41.98	+5.8%	COM	440452100
XYL	XYLEM INC	14,183	$1.109M	0.0%	$90.90	-13.1%	COM	98419M100
IRM	IRON MTN INC NEW	22,773	$1.109M	0.0%	$24.07	+90.1%	COM	46284V101
—	SPLUNK INC	12,516	$1.107M	0.0%	$163.70	—	COM	848637104
WDC	WESTERN DIGITAL CORP.	24,665	$1.106M	0.0%	$34.50	+16.0%	COM	958102105
BRO	BROWN & BROWN INC	18,880	$1.101M	0.0%	$46.27	+29.5%	COM	115236101
DOC	HEALTHPEAK PROPERTIES INC	42,398	$1.099M	0.0%	$22.80	+7.4%	COM	42250P103
LYV	LIVE NATION ENTERTAINMENT IN	13,279	$1.097M	0.0%	$69.21	+39.0%	COM	538034109
OKTA	OKTA INC	11,708	$1.058M	0.0%	$179.25	-39.8%	CL A	679295105
DELL	DELL TECHNOLOGIES INC	22,875	$1.057M	0.0%	$36.23	+20.2%	CL C	24703L202
SSNC	SS&C TECHNOLOGIES HLDGS INC	18,189	$1.056M	0.0%	$67.93	-5.3%	COM	78467J100
OMC	OMNICOM GROUP INC	16,474	$1.048M	0.0%	$49.12	+32.7%	COM	681919106
LKQ	LKQ CORP	21,343	$1.048M	0.0%	$31.82	+40.7%	COM	501889208
BXP	BOSTON PROPERTIES INC	11,733	$1.044M	0.0%	$71.21	+25.9%	COM	101121101
CHRW	C H ROBINSON WORLDWIDE INC	10,153	$1.029M	0.0%	$92.38	+3.3%	COM NEW	12541W209
TRGP	TARGA RES CORP	17,008	$1.015M	0.0%	$66.31	0.0%	COM	87612G101
—	BUNGE LIMITED	11,138	$1.01M	0.0%	$94.24	—	COM	G16962105
GEN	NORTONLIFELOCK INC	45,756	$1.005M	0.0%	$18.87	+20.5%	COM	668771108
VTRS	VIATRIS INC	95,116	$996K	0.0%	$13.15	-29.4%	COM	92556V106
STLD	STEEL DYNAMICS INC	15,004	$993K	0.0%	$33.27	+127.4%	COM	858119100
ENTG	ENTEGRIS INC	10,658	$982K	0.0%	$137.02	-22.1%	COM	29362U104
L	LOEWS CORP	16,547	$981K	0.0%	$40.56	+53.2%	COM	540424108
ELS	EQUITY LIFESTYLE PPTYS INC	13,923	$981K	0.0%	$65.55	—	COM	29472R108
—	LIBERTY MEDIA CORP DEL	15,373	$976K	0.0%	$44.19	—	COM SER C FRMLA	531229854
DASH	DOORDASH INC	14,989	$962K	0.0%	$79.42	0.0%	CL A	25809K105
KIM	KIMCO RLTY CORP	48,481	$958K	0.0%	$20.15	-4.1%	COM	49446R109
MAS	MASCO CORP	18,912	$957K	0.0%	$50.82	-2.9%	COM	574599106
BAH	BOOZ ALLEN HAMILTON HLDG COR	10,523	$951K	0.0%	$77.12	+2.9%	CL A	099502106
APA	APA CORPORATION	27,210	$950K	0.0%	$37.71	0.0%	COM	03743Q108
NI	NISOURCE INC	31,954	$942K	0.0%	$20.35	+32.0%	COM	65473P105
HWM	HOWMET AEROSPACE INC	29,570	$930K	0.0%	$22.78	+48.6%	COM	443201108
GDDY	GODADDY INC	13,178	$917K	0.0%	$78.30	-2.9%	CL A	380237107
EQT	EQT CORP	26,576	$914K	0.0%	$39.03	0.0%	COM	26884L109
LVS	LAS VEGAS SANDS CORP	27,039	$908K	0.0%	$49.61	-33.4%	COM	517834107
EMN	EASTMAN CHEM CO	10,115	$908K	0.0%	$95.27	-5.7%	COM	277432100
RBLX	ROBLOX CORP	27,562	$906K	0.0%	$33.59	0.0%	CL A	771049103
DOCU	DOCUSIGN INC	15,598	$895K	0.0%	$222.07	-63.5%	COM	256163106
HST	HOST HOTELS & RESORTS INC	56,157	$881K	0.0%	$11.14	+41.6%	COM	44107P104
ALLY	ALLY FINL INC	26,133	$876K	0.0%	$27.09	+28.6%	COM	02005N100
AMH	AMERICAN HOMES 4 RENT	24,538	$870K	0.0%	$35.46	—	CL A	02665T306
WTRG	ESSENTIAL UTILS INC	18,884	$866K	0.0%	$44.92	+3.4%	COM	29670G102
NET	CLOUDFLARE INC	19,603	$858K	0.0%	$86.06	-16.3%	CL A COM	18915M107
—	INTERPUBLIC GROUP COS INC	30,968	$853K	0.0%	$18.81	+46.4%	COM	460690100
HAS	HASBRO INC	10,406	$852K	0.0%	$79.36	-6.9%	COM	418056107
—	WESTROCK CO	20,843	$830K	0.0%	$44.01	—	COM	96145D105
HSIC	HENRY SCHEIN INC	10,812	$830K	0.0%	$71.59	+17.1%	COM	806407102
PINS	PINTEREST INC	44,892	$815K	0.0%	$57.59	-63.7%	CL A	72352L106
RPM	RPM INTL INC	10,202	$803K	0.0%	$85.82	-2.1%	COM	749685103
FOXA	FOX CORP	24,893	$801K	0.0%	$26.77	+25.4%	CL A COM	35137L105
EQH	EQUITABLE HLDGS INC	30,707	$801K	0.0%	$20.99	+25.8%	COM	29452E101
CPB	CAMPBELL SOUP CO	16,649	$800K	0.0%	$40.25	+3.5%	COM	134429109
—	BLACK KNIGHT INC	12,205	$798K	0.0%	$73.76	—	COM	09215C105
MGM	MGM RESORTS INTERNATIONAL	27,556	$798K	0.0%	$27.24	+31.7%	COM	552953101
LUMN	LUMEN TECHNOLOGIES INC	72,600	$792K	0.0%	$9.53	+13.6%	COM	550241103
FNF	FIDELITY NATIONAL FINANCIAL	21,259	$786K	0.0%	$27.53	+17.8%	FNF GROUP COM	31620R303
PHM	PULTE GROUP INC	19,700	$781K	0.0%	$42.35	-3.8%	COM	745867101
VST	VISTRA CORP	34,136	$780K	0.0%	$18.51	+25.1%	COM	92840M102
TAP	MOLSON COORS BEVERAGE CO	14,160	$772K	0.0%	$39.97	+19.9%	CL B	60871R209
NRG	NRG ENERGY INC	19,088	$729K	0.0%	$31.74	+16.7%	COM NEW	629377508
—	JUNIPER NETWORKS INC	25,555	$728K	0.0%	$29.00	—	COM	48203R104
—	ANNALY CAPITAL MANAGEMENT IN	122,994	$727K	0.0%	$7.78	—	COM	035710409
REG	REGENCY CTRS CORP	12,119	$719K	0.0%	$37.93	+50.0%	COM	758849103
MPT	MEDICAL PPTYS TRUST INC	46,897	$716K	0.0%	$21.82	—	COM	58463J304
GTM	ZOOMINFO TECHNOLOGIES INC	20,560	$683K	0.0%	$63.81	-30.9%	COMMON STOCK	98980F104
PLUG	PLUG POWER INC	40,797	$676K	0.0%	$47.92	-58.6%	COM NEW	72919P202
SEE	SEALED AIR CORP NEW	11,643	$672K	0.0%	$49.64	+17.7%	COM	81211K100
AA	ALCOA CORP	14,462	$659K	0.0%	$62.21	0.0%	COM	013872106
ELAN	ELANCO ANIMAL HEALTH INC	33,488	$657K	0.0%	$30.33	-22.0%	COM	28414H103
CZR	CAESARS ENTERTAINMENT INC NE	16,813	$644K	0.0%	$99.75	-44.2%	COM	12769G100
UGI	UGI CORP NEW	16,442	$635K	0.0%	$37.90	+2.3%	COM	902681105
FBIN	FORTUNE BRANDS HOME & SEC IN	10,576	$633K	0.0%	$80.54	-31.6%	COM	34964C106
CLF	CLEVELAND-CLIFFS INC NEW	41,130	$632K	0.0%	$23.90	0.0%	COM	185899101
RCL	ROYAL CARIBBEAN GROUP	18,034	$630K	0.0%	$71.45	-14.4%	COM	V7780T103
BWA	BORGWARNER INC	18,843	$629K	0.0%	$33.43	-6.5%	COM	099724106
DT	DYNATRACE INC	15,766	$622K	0.0%	$41.53	-4.2%	COM NEW	268150109
XRAY	DENTSPLY SIRONA INC	17,192	$614K	0.0%	$49.87	-18.9%	COM	24906P109
ROL	ROLLINS INC	17,414	$608K	0.0%	$35.92	-8.7%	COM	775711104
NWL	NEWELL BRANDS INC	31,863	$607K	0.0%	$17.43	+3.0%	COM	651229106
LNC	LINCOLN NATL CORP IND	12,849	$601K	0.0%	$34.27	+34.2%	COM	534187109
WBS	WEBSTER FINL CORP	14,130	$596K	0.0%	$59.37	-18.9%	COM	947890109
PNR	PENTAIR PLC	13,004	$595K	0.0%	$53.10	-10.1%	SHS	G7S00T104
CGNX	COGNEX CORP	13,708	$583K	0.0%	$69.76	-21.7%	COM	192422103
KNX	KNIGHT-SWIFT TRANSN HLDGS IN	12,390	$574K	0.0%	$53.29	-15.1%	CL A	499049104
CCL	CARNIVAL CORP	66,087	$572K	0.0%	$19.95	-26.5%	COMMON STOCK	143658300
AOS	SMITH A O CORP	10,359	$566K	0.0%	$70.63	-20.5%	COM	831865209
—	LUCID GROUP INC	32,371	$555K	0.0%	$37.34	—	COM	549498103
ARMK	ARAMARK	18,109	$555K	0.0%	$23.76	-0.6%	COM	03852U106
U	UNITY SOFTWARE INC	14,993	$552K	0.0%	$56.78	0.0%	COM	91332U101
—	LIBERTY GLOBAL PLC	25,007	$552K	0.0%	$23.65	—	SHS CL C	G5480U120
BEN	FRANKLIN RESOURCES INC	23,680	$552K	0.0%	$18.11	+16.2%	COM	354613101
—	AMC ENTMT HLDGS INC	40,391	$547K	0.0%	$30.81	—	CL A COM	00165C104
BBWI	BATH & BODY WORKS INC	20,213	$544K	0.0%	$48.74	-19.3%	COM	070830104
EXAS	EXACT SCIENCES CORP	13,724	$541K	0.0%	$114.05	-53.1%	COM	30063P105
ST	SENSATA TECHNOLOGIES HLDG PL	12,454	$514K	0.0%	$52.61	-12.5%	SHS	G8060N102
WU	WESTERN UN CO	31,019	$511K	0.0%	$20.21	—	COM	959802109
—	CERIDIAN HCM HLDG INC	10,711	$504K	0.0%	$112.75	-50.8%	COM	15677J108
BSY	BENTLEY SYS INC	15,024	$500K	0.0%	$51.45	-29.8%	COM CL B	08265T208
CG	CARLYLE GROUP INC	15,370	$487K	0.0%	$32.98	+1.8%	COM	14316J108
DBX	DROPBOX INC	22,602	$474K	0.0%	$22.16	-2.4%	CL A	26210C104
—	LIBERTY MEDIA CORP DEL	13,124	$473K	0.0%	$43.66	—	COM C SIRIUSXM	531229607
NWSA	NEWS CORP NEW	30,109	$469K	0.0%	$16.16	+10.2%	CL A	65249B109
IVZ	INVESCO LTD	27,184	$438K	0.0%	$16.03	-0.3%	SHS	G491BT108
LUV	SOUTHWEST AIRLS CO	11,672	$422K	0.0%	$40.72	-1.8%	COM	844741108
TDOC	TELADOC HEALTH INC	12,637	$420K	0.0%	$108.67	-60.9%	COM	87918A105
Z	ZILLOW GROUP INC	12,978	$412K	0.0%	$102.26	-60.7%	CL C CAP STK	98954M200
—	SIRIUS XM HOLDINGS INC	61,928	$380K	0.0%	$6.36	—	COM	82968B103
VNO	VORNADO RLTY TR	12,804	$366K	0.0%	$41.74	—	SH BEN INT	929042109
DAL	DELTA AIR LINES INC DEL	12,610	$365K	0.0%	$35.87	+3.4%	COM NEW	247361702
RIVN	RIVIAN AUTOMOTIVE INC	14,039	$361K	0.0%	$111.28	-71.9%	COM CL A	76954A103
—	DISH NETWORK CORPORATION	19,411	$348K	0.0%	$32.43	—	CL A	25470M109
FOX	FOX CORP	11,686	$347K	0.0%	$25.95	+19.0%	CL B COM	35137L204
LYFT	LYFT INC	24,116	$320K	0.0%	$51.04	-54.3%	CL A COM	55087P104
AFRM	AFFIRM HLDGS INC	14,993	$271K	0.0%	$49.15	-44.7%	COM CL A	00827B106
LBTYAUSD	LIBERTY GLOBAL PLC	12,367	$260K	0.0%	$24.23	—	SHS CL A	G5480U104
BUR	BURFORD CAP LTD	27,089	$218K	0.0%	$8.47	0.0%	ORD SHS	G17977110
PTON	PELOTON INTERACTIVE INC	22,257	$204K	0.0%	$107.29	-85.0%	CL A COM	70614W100