Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AAPL	APPLE INC	119,895	$21.29M	4.8%	$98.17	+57.6%	COM	037833100
BABA	ALIBABA GROUP HLDG LTD	159,024	$18.89M	4.3%	$180.32	—	SPONSORED ADS	01609W102
MSFT	MICROSOFT CORP	52,638	$17.7M	4.0%	$142.60	+119.8%	COM	594918104
AMZN	AMAZON COM INC	3,297	$10.99M	2.5%	$106.67	+60.4%	COM	023135106
INDA	ISHARES TR	154,130	$7.065M	1.6%	$45.84	—	MSCI INDIA ETF	46429B598
GOOG	ALPHABET INC	2,431	$7.034M	1.6%	$69.85	+105.4%	CAP STK CL C	02079K107
INFY	INFOSYS LTD	266,063	$6.734M	1.5%	$11.87	—	SPONSORED ADR	456788108
JD	JD.COM INC	93,132	$6.526M	1.5%	$56.86	—	SPON ADR CL A	47215P106
GOOGL	ALPHABET INC	2,166	$6.275M	1.4%	$62.24	+129.7%	CAP STK CL A	02079K305
PBR	PETROLEO BRASILEIRO SA PETRO	550,455	$6.044M	1.4%	$10.71	—	SPONSORED ADR	71654V408
TSLA	TESLA INC	5,322	$5.624M	1.3%	$112.61	+197.8%	COM	88160R101
IBN	ICICI BANK LIMITED	266,101	$5.266M	1.2%	$13.23	—	ADR	45104G104
NTES	NETEASE INC	50,099	$5.099M	1.2%	$148.75	—	SPONSORED ADS	64110W102
META	META PLATFORMS INC	14,708	$4.947M	1.1%	$203.69	+61.9%	CL A	30303M102
TSM	TAIWAN SEMICONDUCTOR MFG LTD	39,428	$4.744M	1.1%	$114.83	—	SPONSORED ADS	874039100
UNH	UNITEDHEALTH GROUP INC	8,931	$4.485M	1.0%	$294.45	+43.4%	COM	91324P102
VALE	VALE S A	299,494	$4.199M	0.9%	$12.41	—	SPONSORED ADS	91912E105
PG	PROCTER AND GAMBLE CO	25,416	$4.158M	0.9%	$105.53	+27.1%	COM	742718109
JNJ	JOHNSON & JOHNSON	24,235	$4.146M	0.9%	$126.80	+14.4%	COM	478160104
NVDA	NVIDIA CORPORATION	13,957	$4.105M	0.9%	$18.02	+52.4%	COM	67066G104
NIO	NIO INC	118,285	$3.747M	0.8%	$29.60	—	SPON ADS	62914V106
AVGO	BROADCOM INC	4,907	$3.265M	0.7%	$39.99	+29.5%	COM	11135F101
—	AMERICA MOVIL SAB DE CV	149,294	$3.152M	0.7%	$13.76	—	SPON ADR L SHS	02364W105
CSCO	CISCO SYS INC	47,144	$2.988M	0.7%	$39.11	+29.0%	COM	17275R102
ASML	ASML HOLDING N V	3,746	$2.982M	0.7%	$447.14	—	N Y REGISTRY SHS	N07059210
KO	COCA COLA CO	50,124	$2.968M	0.7%	$45.62	+7.8%	COM	191216100
ACN	ACCENTURE PLC IRELAND	7,152	$2.965M	0.7%	$229.69	+49.5%	SHS CLASS A	G1151C101
ABT	ABBOTT LABS	20,999	$2.955M	0.7%	$96.52	+23.0%	COM	002824100
COST	COSTCO WHSL CORP NEW	5,125	$2.909M	0.7%	$344.15	+41.8%	COM	22160K105
PFE	PFIZER INC	47,889	$2.828M	0.6%	$29.16	+37.9%	COM	717081103
TMO	THERMO FISHER SCIENTIFIC INC	4,115	$2.746M	0.6%	$441.86	+39.7%	COM	883556102
XOM	EXXON MOBIL CORP	42,892	$2.625M	0.6%	$50.24	+7.3%	COM	30231G102
V	VISA INC	12,104	$2.623M	0.6%	$165.64	+25.7%	COM CL A	92826C839
—	CHINA PETROLEUM & CHEMICAL C	53,414	$2.484M	0.6%	$48.84	—	SPON ADR H SHS	16941R108
CVX	CHEVRON CORP NEW	21,084	$2.474M	0.6%	$87.54	+9.8%	COM	166764100
MA	MASTERCARD INCORPORATED	6,761	$2.429M	0.5%	$239.87	+40.8%	CL A	57636Q104
JPM	JPMORGAN CHASE & CO	15,304	$2.423M	0.5%	$94.24	+56.9%	COM	46625H100
BRK/B	BERKSHIRE HATHAWAY INC DEL	8,078	$2.415M	0.5%	$209.31	+36.8%	CL B NEW	084670702
—	WNS HLDGS LTD	27,160	$2.396M	0.5%	$56.29	—	SPON ADR	92932M101
KSA	ISHARES TR	57,561	$2.354M	0.5%	$40.90	—	MSCI SAUDI ARBIA	46434V423
WMT	WALMART INC	15,829	$2.29M	0.5%	$35.45	+27.4%	COM	931142103
BAC	BK OF AMERICA CORP	51,406	$2.287M	0.5%	$23.56	+74.1%	COM	060505104
BIDU	BAIDU INC	15,369	$2.287M	0.5%	$145.81	—	SPON ADR REP A	056752108
MCD	MCDONALDS CORP	8,306	$2.227M	0.5%	$204.66	+12.2%	COM	580135101
PKX	POSCO	36,719	$2.14M	0.5%	$51.16	—	SPONSORED ADR	693483109
NVO	NOVO-NORDISK A S	18,277	$2.047M	0.5%	$72.18	—	ADR	670100205
ELV	ANTHEM INC	4,372	$2.027M	0.5%	$301.94	+31.5%	COM	036752103
GGB	GERDAU SA	402,936	$1.982M	0.4%	$5.27	—	SPON ADR REP PFD	373737105
—	GLAXOSMITHKLINE PLC	44,592	$1.967M	0.4%	$40.79	—	SPONSORED ADR	37733W105
ABBV	ABBVIE INC	14,521	$1.966M	0.4%	$69.96	+45.4%	COM	00287Y109
HD	HOME DEPOT INC	4,666	$1.936M	0.4%	$182.28	+88.3%	COM	437076102
—	LINDE PLC	5,277	$1.828M	0.4%	$290.79	—	SHS	G5494J103
XPEV	XPENG INC	36,116	$1.818M	0.4%	$50.34	—	ADS	98422D105
PEP	PEPSICO INC	10,106	$1.756M	0.4%	$119.61	+19.9%	COM	713448108
BSAC	BANCO SANTANDER CHILE NEW	104,817	$1.707M	0.4%	$22.27	—	SP ADR REP COM	05965X109
YUMC	YUM CHINA HLDGS INC	33,526	$1.671M	0.4%	$53.42	+1.6%	COM	98850P109
ADBE	ADOBE SYSTEMS INCORPORATED	2,857	$1.62M	0.4%	$448.32	+39.4%	COM	00724F101
TX	TERNIUM SA	36,734	$1.599M	0.4%	$30.30	—	SPONSORED ADS	880890108
CIG	CIA ENERGETICA DE MINAS GERA	640,762	$1.557M	0.4%	$2.30	—	SP ADR N-V PFD	204409601
TSN	TYSON FOODS INC	17,555	$1.53M	0.3%	$68.70	+5.0%	CL A	902494103
EOG	EOG RES INC	17,161	$1.524M	0.3%	$53.00	+38.3%	COM	26875P101
ORCL	ORACLE CORP	17,356	$1.514M	0.3%	$55.07	+61.4%	COM	68389X105
HSY	HERSHEY CO	7,662	$1.482M	0.3%	$160.04	+2.2%	COM	427866108
MCK	MCKESSON CORP	5,924	$1.473M	0.3%	$170.54	+25.9%	COM	58155Q103
PDD	PINDUODUO INC	25,253	$1.472M	0.3%	$118.07	—	SPONSORED ADS	722304102
MOH	MOLINA HEALTHCARE INC	4,625	$1.471M	0.3%	$249.47	+19.2%	COM	60855R100
ABEV	AMBEV SA	521,516	$1.46M	0.3%	$3.03	—	SPONSORED ADR	02319V103
—	CRH PLC	27,255	$1.439M	0.3%	$49.27	—	ADR	12626K203
TD	TORONTO DOMINION BK ONT	18,530	$1.423M	0.3%	$72.90	0.0%	COM NEW	891160509
LI	LI AUTO INC	43,719	$1.403M	0.3%	$32.09	—	SPONSORED ADS	50202M102
NFLX	NETFLIX INC	2,322	$1.399M	0.3%	$43.22	+47.8%	COM	64110L106
INTU	INTUIT	2,173	$1.398M	0.3%	$312.16	+92.7%	COM	461202103
MSI	MOTOROLA SOLUTIONS INC	5,129	$1.394M	0.3%	$222.29	+7.8%	COM NEW	620076307
SAP	SAP SE	9,904	$1.388M	0.3%	$138.75	—	SPON ADR	803054204
DUK	DUKE ENERGY CORP NEW	13,170	$1.382M	0.3%	$84.72	+1.8%	COM NEW	26441C204
ZTS	ZOETIS INC	5,634	$1.375M	0.3%	$203.87	+3.3%	CL A	98978V103
LLY	LILLY ELI & CO	4,939	$1.364M	0.3%	$128.17	+90.3%	COM	532457108
COP	CONOCOPHILLIPS	18,858	$1.361M	0.3%	$46.40	+35.0%	COM	20825C104
NKE	NIKE INC	7,979	$1.33M	0.3%	$114.79	+34.6%	CL B	654106103
PSA	PUBLIC STORAGE	3,540	$1.326M	0.3%	$257.31	+7.1%	COM	74460D109
—	TE CONNECTIVITY LTD	8,206	$1.324M	0.3%	$135.56	—	SHS	H84989104
JCI	JOHNSON CTLS INTL PLC	16,216	$1.319M	0.3%	$66.23	+5.1%	SHS	G51502105
AZN	ASTRAZENECA PLC	22,395	$1.305M	0.3%	$54.36	—	SPONSORED ADR	046353108
ZBRA	ZEBRA TECHNOLOGIES CORPORATI	2,185	$1.301M	0.3%	$310.85	+82.6%	CL A	989207105
AZO	AUTOZONE INC	616	$1.291M	0.3%	$1250.52	+48.9%	COM	053332102
DIS	DISNEY WALT CO	8,323	$1.289M	0.3%	$121.11	+30.3%	COM	254687106
FNF	FIDELITY NATIONAL FINANCIAL	24,310	$1.268M	0.3%	$32.10	+21.4%	FNF GROUP COM	31620R303
TGT	TARGET CORP	5,480	$1.268M	0.3%	$101.84	+110.3%	COM	87612E106
BX	BLACKSTONE INC	9,788	$1.266M	0.3%	$71.19	+63.1%	COM	09260D107
GS	GOLDMAN SACHS GROUP INC	3,273	$1.252M	0.3%	$211.73	+68.4%	COM	38141G104
WFC	WELLS FARGO CO NEW	25,483	$1.223M	0.3%	$40.08	+10.8%	COM	949746101
LOW	LOWES COS INC	4,688	$1.212M	0.3%	$115.68	+90.0%	COM	548661107
EG	EVEREST RE GROUP LTD	4,405	$1.207M	0.3%	$237.76	+5.3%	COM	G3223R108
TJX	TJX COS INC NEW	15,834	$1.202M	0.3%	$53.81	+21.3%	COM	872540109
KNX	KNIGHT-SWIFT TRANSN HLDGS IN	19,695	$1.2M	0.3%	$45.73	+18.0%	CL A	499049104
CTAS	CINTAS CORP	2,702	$1.197M	0.3%	$96.45	+7.6%	COM	172908105
—	INTERPUBLIC GROUP COS INC	31,341	$1.174M	0.3%	$25.47	+21.9%	COM	460690100
WFG	WEST FRASER TIMBER CO LTD	12,151	$1.161M	0.3%	$75.26	+14.9%	COM	952845105
CMCSA	COMCAST CORP NEW	23,023	$1.159M	0.3%	$36.95	+24.9%	CL A	20030N101
QCOM	QUALCOMM INC	6,328	$1.157M	0.3%	$124.73	+17.1%	COM	747525103
ODFL	OLD DOMINION FREIGHT LINE IN	3,228	$1.157M	0.3%	$106.00	+55.8%	COM	679580100
EL	LAUDER ESTEE COS INC	3,096	$1.146M	0.3%	$236.07	+34.6%	CL A	518439104
FE	FIRSTENERGY CORP	27,039	$1.125M	0.3%	$30.25	+7.8%	COM	337932107
—	JUNIPER NETWORKS INC	31,413	$1.122M	0.3%	$29.28	—	COM	48203R104
—	ISHARES INC	26,049	$1.116M	0.3%	$42.84	—	MSCI RUSSIA ETF	46434G798
TECH	BIO-TECHNE CORP	2,150	$1.112M	0.3%	$119.52	+0.7%	COM	09073M104
NEE	NEXTERA ENERGY INC	11,915	$1.112M	0.3%	$62.66	+23.4%	COM	65339F101
AXP	AMERICAN EXPRESS CO	6,771	$1.108M	0.3%	$145.54	+11.2%	COM	025816109
QFIN	360 DIGITECH INC	47,977	$1.1M	0.2%	$13.35	—	AMERICAN DEP	88557W101
GILD	GILEAD SCIENCES INC	15,118	$1.098M	0.2%	$57.69	+1.9%	COM	375558103
JOYY	JOYY INC	23,890	$1.085M	0.2%	$45.42	—	ADS REPSTG COM A	46591M109
ON	ON SEMICONDUCTOR CORP	15,957	$1.084M	0.2%	$51.31	+10.4%	COM	682189105
DOW	DOW INC	19,029	$1.079M	0.2%	$46.47	-3.1%	COM	260557103
—	LABORATORY CORP AMER HLDGS	3,406	$1.07M	0.2%	$281.56	—	COM NEW	50540R409
KLAC	KLA CORP	2,482	$1.068M	0.2%	$277.10	+33.3%	COM NEW	482480100
GD	GENERAL DYNAMICS CORP	5,104	$1.064M	0.2%	$181.02	+2.3%	COM	369550108
ACGL	ARCH CAP GROUP LTD	23,788	$1.057M	0.2%	$38.29	+5.4%	ORD	G0450A105
PANW	PALO ALTO NETWORKS INC	1,882	$1.048M	0.2%	$46.72	+85.2%	COM	697435105
OMC	OMNICOM GROUP INC	14,230	$1.043M	0.2%	$63.73	-3.6%	COM	681919106
COR	AMERISOURCEBERGEN CORP	7,842	$1.042M	0.2%	$109.68	+6.8%	COM	03073E105
NTR	NUTRIEN LTD	13,826	$1.041M	0.2%	$51.47	+19.8%	COM	67077M108
SYF	SYNCHRONY FINANCIAL	21,950	$1.018M	0.2%	$26.34	+65.9%	COM	87165B103
LKQ	LKQ CORP	16,905	$1.015M	0.2%	$29.31	+73.3%	COM	501889208
LEN	LENNAR CORP	8,733	$1.014M	0.2%	$72.35	+32.8%	CL A	526057104
TIMB	TIM S A	86,965	$1.012M	0.2%	$13.56	—	SPONSORED ADR	88706T108
AMD	ADVANCED MICRO DEVICES INC	6,890	$991K	0.2%	$102.22	+31.5%	COM	007903107
CG	CARLYLE GROUP INC	17,913	$983K	0.2%	$42.68	+10.5%	COM	14316J108
NTAP	NETAPP INC	10,654	$980K	0.2%	$77.56	+5.1%	COM	64110D104
RJF	RAYMOND JAMES FINL INC	9,706	$974K	0.2%	$67.34	+38.0%	COM	754730109
SNY	SANOFI	19,026	$953K	0.2%	$51.43	—	SPONSORED ADR	80105N105
CE	CELANESE CORP DEL	5,664	$952K	0.2%	$146.91	+3.3%	COM	150870103
SEE	SEALED AIR CORP NEW	14,112	$952K	0.2%	$54.23	+5.5%	COM	81211K100
ERIC	ERICSSON	87,533	$951K	0.2%	$11.38	—	ADR B SEK 10	294821608
MASI	MASIMO CORP	3,241	$949K	0.2%	$274.41	+3.8%	COM	574795100
PEG	PUBLIC SVC ENTERPRISE GRP IN	14,208	$948K	0.2%	$51.22	+7.4%	COM	744573106
GIB	CGI INC	10,685	$946K	0.2%	$88.21	-1.2%	CL A SUB VTG	12532H104
AMGN	AMGEN INC	4,198	$944K	0.2%	$173.01	+7.0%	COM	031162100
BSBR	BANCO SANTANDER BRASIL S A	174,439	$937K	0.2%	$8.37	—	ADS REP 1 UNIT	05967A107
BHP	BHP GROUP LTD	15,532	$937K	0.2%	$55.53	—	SPONSORED ADS	088606108
CBRE	CBRE GROUP INC	8,625	$936K	0.2%	$102.47	0.0%	CL A	12504L109
IT	GARTNER INC	2,778	$929K	0.2%	$297.18	+8.2%	COM	366651107
PAYX	PAYCHEX INC	6,782	$926K	0.2%	$95.30	+15.3%	COM	704326107
ONC	BEIGENE LTD	3,410	$924K	0.2%	$339.84	—	SPONSORED ADR	07725L102
MRK	MERCK & CO INC	12,028	$922K	0.2%	$65.35	+6.9%	COM	58933Y105
—	DISCOVER FINL SVCS	7,967	$921K	0.2%	$118.06	—	COM	254709108
PYPL	PAYPAL HLDGS INC	4,861	$917K	0.2%	$154.00	+40.2%	COM	70450Y103
UGI	UGI CORP NEW	19,924	$915K	0.2%	$36.81	+20.8%	COM	902681105
CNQ	CANADIAN NAT RES LTD	21,620	$915K	0.2%	$12.48	+33.9%	COM	136385101
ETSY	ETSY INC	4,145	$908K	0.2%	$208.65	+15.4%	COM	29786A106
MS	MORGAN STANLEY	9,228	$906K	0.2%	$57.75	+50.2%	COM NEW	617446448
GIL	GILDAN ACTIVEWEAR INC	21,306	$905K	0.2%	$34.09	+7.1%	COM	375916103
DEO	DIAGEO PLC	4,099	$902K	0.2%	$212.81	—	SPON ADR NEW	25243Q205
SMFG	SUMITOMO MITSUI FINL GROUP I	132,326	$898K	0.2%	$7.00	—	SPONSORED ADR	86562M209
SO	SOUTHERN CO	13,085	$897K	0.2%	$54.21	+0.9%	COM	842587107
AFG	AMERICAN FINL GROUP INC OHIO	6,511	$894K	0.2%	$97.80	0.0%	COM	025932104
DQ	DAQO NEW ENERGY CORP	22,036	$888K	0.2%	$40.30	—	SPNSRD ADS NEW	23703Q203
CB	CHUBB LIMITED	4,573	$884K	0.2%	$170.79	+4.0%	COM	H1467J104
TT	TRANE TECHNOLOGIES PLC	4,355	$880K	0.2%	$168.49	+6.0%	SHS	G8994E103
AFL	AFLAC INC	15,049	$879K	0.2%	$49.03	+4.0%	COM	001055102
CVS	CVS HEALTH CORP	8,524	$879K	0.2%	$80.49	0.0%	COM	126650100
DE	DEERE & CO	2,558	$877K	0.2%	$280.23	+17.3%	COM	244199105
—	HORIZON THERAPEUTICS PUB L	8,030	$865K	0.2%	$73.95	—	SHS	G46188101
CRM	SALESFORCE COM INC	3,381	$859K	0.2%	$222.59	+24.7%	COM	79466L302
BCS	BARCLAYS PLC	82,689	$856K	0.2%	$9.29	—	ADR	06738E204
—	LIBERTY MEDIA CORP DEL	13,521	$855K	0.2%	$51.40	—	COM SER C FRMLA	531229854
NI	NISOURCE INC	30,954	$855K	0.2%	$22.19	0.0%	COM	65473P105
DHR	DANAHER CORPORATION	2,569	$845K	0.2%	$159.65	+69.2%	COM	235851102
SNPS	SYNOPSYS INC	2,281	$841K	0.2%	$337.23	0.0%	COM	871607107
EBAY	EBAY INC.	12,376	$823K	0.2%	$37.54	+75.9%	COM	278642103
INVH	INVITATION HOMES INC	18,087	$820K	0.2%	$34.81	+3.6%	COM	46187W107
PLD	PROLOGIS INC.	4,868	$820K	0.2%	$103.83	+27.1%	COM	74340W103
FFIV	F5 INC	3,346	$819K	0.2%	$221.99	0.0%	COM	315616102
NDSN	NORDSON CORP	3,206	$818K	0.2%	$219.45	+10.9%	COM	655663102
AMAT	APPLIED MATLS INC	5,191	$817K	0.2%	$70.63	+97.6%	COM	038222105
FTNT	FORTINET INC	2,249	$808K	0.2%	$53.48	+23.1%	COM	34959E109
NXPI	NXP SEMICONDUCTORS N V	3,525	$803K	0.2%	$88.55	+122.1%	COM	N6596X109
SONY	SONY GROUP CORPORATION	6,343	$802K	0.2%	$67.66	—	SPONSORED ADR	835699307
SPGI	S&P GLOBAL INC	1,695	$800K	0.2%	$417.79	+5.8%	COM	78409V104
ADI	ANALOG DEVICES INC	4,523	$795K	0.2%	$158.16	+4.1%	COM	032654105
COF	CAPITAL ONE FINL CORP	5,464	$793K	0.2%	$83.54	+71.7%	COM	14040H105
AMT	AMERICAN TOWER CORP NEW	2,694	$788K	0.2%	$204.27	+17.2%	COM	03027X100
IR	INGERSOLL RAND INC	12,664	$784K	0.2%	$50.64	+11.9%	COM	45687V106
OXY	OCCIDENTAL PETE CORP	26,654	$773K	0.2%	$25.18	+17.6%	COM	674599105
VZ	VERIZON COMMUNICATIONS INC	14,495	$753K	0.2%	$40.53	-0.3%	COM	92343V104
ENB	ENBRIDGE INC	18,970	$742K	0.2%	$24.82	+23.5%	COM	29250N105
—	HILLENBRAND INC	14,086	$732K	0.2%	$51.97	—	COM	431571108
KR	KROGER CO	15,941	$721K	0.2%	$38.38	+0.3%	COM	501044101
TMUS	T-MOBILE US INC	6,202	$719K	0.2%	$94.99	+19.7%	COM	872590104
AMN	AMN HEALTHCARE SVCS INC	5,839	$714K	0.2%	$106.04	+4.7%	COM	001744101
TSCO	TRACTOR SUPPLY CO	2,990	$713K	0.2%	$33.93	+20.0%	COM	892356106
BBVA	BANCO BILBAO VIZCAYA ARGENTA	121,549	$713K	0.2%	$5.82	—	SPONSORED ADR	05946K101
—	LAM RESEARCH CORP	990	$712K	0.2%	$424.86	—	COM	512807108
RY	ROYAL BK CDA	6,540	$695K	0.2%	$91.80	+13.1%	COM	780087102
CRWD	CROWDSTRIKE HLDGS INC	3,392	$695K	0.2%	$155.87	+56.3%	CL A	22788C105
HAS	HASBRO INC	6,819	$694K	0.2%	$80.69	0.0%	COM	418056107
INTC	INTEL CORP	13,471	$694K	0.2%	$43.86	+7.8%	COM	458140100
ADP	AUTOMATIC DATA PROCESSING IN	2,784	$686K	0.2%	$171.91	+20.6%	COM	053015103
HOLX	HOLOGIC INC	8,906	$682K	0.2%	$74.63	-1.5%	COM	436440101
SNOW	SNOWFLAKE INC	2,011	$681K	0.2%	$348.46	0.0%	CL A	833445109
OXM	OXFORD INDS INC	6,699	$680K	0.2%	$97.26	0.0%	COM	691497309
A	AGILENT TECHNOLOGIES INC	4,238	$677K	0.2%	$120.89	+25.3%	COM	00846U101
—	BLACKROCK INC	733	$671K	0.2%	$567.63	—	COM	09247X101
BILI	BILIBILI INC	14,372	$667K	0.2%	$82.18	—	SPONS ADS REP Z	090040106
EQNR	EQUINOR ASA	25,181	$663K	0.1%	$25.50	—	SPONSORED ADR	29446M102
DAL	DELTA AIR LINES INC DEL	16,789	$656K	0.1%	$38.94	0.0%	COM NEW	247361702
TELFY	TELEFONICA S A	154,392	$655K	0.1%	$4.53	—	SPONSORED ADR	879382208
CF	CF INDS HLDGS INC	9,169	$649K	0.1%	$28.19	+103.5%	COM	125269100
UBS	UBS GROUP AG	35,646	$642K	0.1%	$10.90	+61.5%	SHS	H42097107
SHOP	SHOPIFY INC	463	$638K	0.1%	$109.95	+32.9%	CL A	82509L107
FICO	FAIR ISAAC CORP	1,443	$626K	0.1%	$397.05	0.0%	COM	303250104
SSNC	SS&C TECHNOLOGIES HLDGS INC	7,571	$621K	0.1%	$76.97	0.0%	COM	78467J100
ABBNY	ABB LTD	16,088	$614K	0.1%	$33.65	—	SPONSORED ADR	000375204
SU	SUNCOR ENERGY INC NEW	24,482	$613K	0.1%	$17.59	+17.4%	COM	867224107
IBM	INTERNATIONAL BUSINESS MACHS	4,525	$605K	0.1%	$104.53	+1.9%	COM	459200101
DRI	DARDEN RESTAURANTS INC	4,012	$604K	0.1%	$129.19	0.0%	COM	237194105
PAC	GRUPO AEROPUERTO DEL PACIFIC	4,364	$600K	0.1%	$137.49	—	SPON ADR B	400506101
MDB	MONGODB INC	1,132	$599K	0.1%	$199.85	+156.2%	CL A	60937P106
EA	ELECTRONIC ARTS INC	4,443	$586K	0.1%	$102.32	+28.5%	COM	285512109
CCI	CROWN CASTLE INTL CORP NEW	2,806	$586K	0.1%	$152.03	-1.3%	COM	22822V101
UPS	UNITED PARCEL SERVICE INC	2,678	$574K	0.1%	$154.94	+8.8%	CL B	911312106
PM	PHILIP MORRIS INTL INC	5,931	$563K	0.1%	$62.36	+22.4%	COM	718172109
GEN	NORTONLIFELOCK INC	21,608	$561K	0.1%	$23.20	0.0%	COM	668771108
—	SYNEOS HEALTH INC	5,411	$556K	0.1%	$87.47	—	CL A	87166B102
EXP	EAGLE MATLS INC	3,338	$556K	0.1%	$150.10	0.0%	COM	26969P108
DELL	DELL TECHNOLOGIES INC	9,765	$549K	0.1%	$33.65	+51.9%	CL C	24703L202
NEM	NEWMONT CORP	8,700	$540K	0.1%	$41.04	+21.5%	COM	651639106
URI	UNITED RENTALS INC	1,600	$532K	0.1%	$189.43	+82.3%	COM	911363109
—	MIMECAST LTD	6,672	$531K	0.1%	$79.59	—	ORD SHS	G14838109
UNP	UNION PAC CORP	2,100	$529K	0.1%	$179.38	+19.8%	COM	907818108
OTIS	OTIS WORLDWIDE CORP	6,046	$526K	0.1%	$82.17	-4.5%	COM	68902V107
MO	ALTRIA GROUP INC	11,086	$525K	0.1%	$30.41	+7.8%	COM	02209S103
SBUX	STARBUCKS CORP	4,470	$523K	0.1%	$82.77	+23.5%	COM	855244109
SFM	SPROUTS FMRS MKT INC	17,542	$521K	0.1%	$25.03	0.0%	COM	85208M102
TXN	TEXAS INSTRS INC	2,761	$520K	0.1%	$101.07	+68.3%	COM	882508104
MRNA	MODERNA INC	2,031	$516K	0.1%	$74.87	+290.5%	COM	60770K107
OLN	OLIN CORP	8,828	$508K	0.1%	$51.61	0.0%	COM PAR $1	680665205
SKM	SK TELECOM LTD	18,663	$498K	0.1%	$26.68	—	SPONSORED ADR	78440P306
—	CERNER CORP	5,233	$486K	0.1%	$92.87	—	COM	156782104
CAJPY	CANON INC	19,837	$485K	0.1%	$24.39	—	SPONSORED ADR	138006309
—	VMWARE INC	4,189	$485K	0.1%	$126.73	—	CL A COM	928563402
EMR	EMERSON ELEC CO	5,205	$484K	0.1%	$89.34	-3.2%	COM	291011104
MCO	MOODYS CORP	1,227	$479K	0.1%	$372.33	0.0%	COM	615369105
USB	US BANCORP DEL	8,397	$472K	0.1%	$47.72	+2.3%	COM NEW	902973304
THC	TENET HEALTHCARE CORP	5,658	$462K	0.1%	$73.08	0.0%	COM NEW	88033G407
NFG	NATIONAL FUEL GAS CO	7,213	$461K	0.1%	$59.75	0.0%	COM	636180101
MDLZ	MONDELEZ INTL INC	6,916	$459K	0.1%	$51.19	+8.1%	CL A	609207105
HCA	HCA HEALTHCARE INC	1,762	$453K	0.1%	$141.13	+67.2%	COM	40412C101
FCX	FREEPORT-MCMORAN INC	10,781	$450K	0.1%	$36.53	-2.1%	CL B	35671D857
KEYS	KEYSIGHT TECHNOLOGIES INC	2,174	$449K	0.1%	$187.06	0.0%	COM	49338L103
KTB	KONTOOR BRANDS INC	8,667	$444K	0.1%	$53.65	0.0%	COM	50050N103
TRU	TRANSUNION	3,723	$441K	0.1%	$114.88	-2.4%	COM	89400J107
—	ROYAL DUTCH SHELL PLC	10,177	$441K	0.1%	$43.77	—	SPON ADR B	780259107
TRMB	TRIMBLE INC	5,033	$439K	0.1%	$45.97	+86.8%	COM	896239100
OC	OWENS CORNING NEW	4,842	$438K	0.1%	$90.77	0.0%	COM	690742101
MDT	MEDTRONIC PLC	4,229	$437K	0.1%	$95.94	+6.3%	SHS	G5960L103
BRKR	BRUKER CORP	5,113	$429K	0.1%	$73.46	+7.6%	COM	116794108
TROW	PRICE T ROWE GROUP INC	2,170	$427K	0.1%	$83.68	+101.5%	COM	74144T108
—	PDC ENERGY INC	8,661	$422K	0.1%	$48.72	—	COM	69327R101
GPI	GROUP 1 AUTOMOTIVE INC	2,138	$417K	0.1%	$194.36	0.0%	COM	398905109
BP	BP PLC	15,473	$412K	0.1%	$24.74	—	SPONSORED ADR	055622104
—	WHITING PETE CORP NEW	6,203	$401K	0.1%	$64.65	—	COM NEW	966387508
CGAU	CENTERRA GOLD INC	51,654	$399K	0.1%	$7.13	-5.6%	COM	152006102
LHX	L3HARRIS TECHNOLOGIES INC	1,855	$396K	0.1%	$169.70	+19.9%	COM	502431109
MRVL	MARVELL TECHNOLOGY INC	4,371	$382K	0.1%	$73.44	0.0%	COM	573874104
CRVL	CORVEL CORP	1,830	$381K	0.1%	$62.82	0.0%	COM	221006109
PNR	PENTAIR PLC	5,150	$376K	0.1%	$56.01	+24.6%	SHS	G7S00T104
NVST	ENVISTA HOLDINGS CORPORATION	8,155	$367K	0.1%	$40.19	+2.3%	COM	29415F104
NVS	NOVARTIS AG	4,195	$367K	0.1%	$85.92	—	SPONSORED ADR	66987V109
ZS	ZSCALER INC	1,103	$354K	0.1%	$314.89	0.0%	COM	98980G102
VST	VISTRA CORP	14,897	$339K	0.1%	$18.51	0.0%	COM	92840M102
DGX	QUEST DIAGNOSTICS INC	1,960	$339K	0.1%	$134.48	+4.4%	COM	74834L100
AON	AON PLC	1,087	$327K	0.1%	$186.81	+55.7%	SHS CL A	G0403H108
MET	METLIFE INC	5,227	$327K	0.1%	$55.38	0.0%	COM	59156R108
MTN	VAIL RESORTS INC	995	$326K	0.1%	$340.91	0.0%	COM	91879Q109
IQV	IQVIA HLDGS INC	1,144	$323K	0.1%	$230.90	+12.4%	COM	46266C105
STC	STEWART INFORMATION SVCS COR	4,043	$322K	0.1%	$73.47	0.0%	COM	860372101
CDNS	CADENCE DESIGN SYSTEM INC	1,717	$320K	0.1%	$174.32	0.0%	COM	127387108
PFG	PRINCIPAL FINANCIAL GROUP IN	4,412	$319K	0.1%	$47.80	+25.8%	COM	74251V102
ORLY	OREILLY AUTOMOTIVE INC	448	$316K	0.1%	$35.87	+20.6%	COM	67103H107
HON	HONEYWELL INTL INC	1,515	$316K	0.1%	$185.07	0.0%	COM	438516106
F	FORD MTR CO DEL	15,018	$312K	0.1%	$8.68	+61.3%	COM	345370860
AVTR	AVANTOR INC	7,364	$310K	0.1%	$25.77	+52.9%	COM	05352A100
BTG	B2GOLD CORP	78,444	$309K	0.1%	$3.38	0.0%	COM	11777Q209
FLO	FLOWERS FOODS INC	10,879	$299K	0.1%	$21.49	0.0%	COM	343498101
ARW	ARROW ELECTRS INC	2,207	$296K	0.1%	$122.65	0.0%	COM	042735100
MDU	MDU RES GROUP INC	9,469	$292K	0.1%	$10.95	-8.8%	COM	552690109
—	NEW RELIC INC	2,566	$282K	0.1%	$109.90	—	COM	64829B100
CSX	CSX CORP	7,326	$275K	0.1%	$29.58	+12.5%	COM	126408103
MEDP	MEDPACE HLDGS INC	1,261	$274K	0.1%	$209.40	0.0%	COM	58506Q109
ARE	ALEXANDRIA REAL ESTATE EQ IN	1,186	$264K	0.1%	$164.07	+4.6%	COM	015271109
HSIC	HENRY SCHEIN INC	3,401	$264K	0.1%	$76.44	0.0%	COM	806407102
NUE	NUCOR CORP	2,284	$261K	0.1%	$102.52	0.0%	COM	670346105
ULTA	ULTA BEAUTY INC	630	$260K	0.1%	$361.20	+7.6%	COM	90384S303
KFRC	KFORCE INC	3,369	$253K	0.1%	$71.78	0.0%	COM	493732101
EVRG	EVERGY INC	3,688	$253K	0.1%	$45.45	+20.7%	COM	30034W106
DVN	DEVON ENERGY CORP NEW	5,745	$253K	0.1%	$15.93	+110.9%	COM	25179M103
STLA	STELLANTIS N.V	12,968	$246K	0.1%	$19.16	—	SHS	N82405106
—	UNILEVER PLC	4,474	$241K	0.1%	$58.51	—	SPON ADR NEW	904767704
PCTY	PAYLOCITY HLDG CORP	1,016	$240K	0.1%	$265.33	0.0%	COM	70438V106
ELS	EQUITY LIFESTYLE PPTYS INC	2,742	$240K	0.1%	$78.05	—	COM	29472R108
FLEX	FLEX LTD	12,830	$235K	0.1%	$13.53	0.0%	ORD	Y2573F102
NMRK	NEWMARK GROUP INC	12,456	$233K	0.1%	$15.24	0.0%	CL A	65158N102
BNS	BANK NOVA SCOTIA B C	3,220	$228K	0.1%	$52.85	0.0%	COM	064149107
WY	WEYERHAEUSER CO MTN BE	5,491	$226K	0.1%	$31.98	0.0%	COM NEW	962166104
AES	AES CORP	9,259	$225K	0.1%	$18.16	+13.8%	COM	00130H105
CDW	CDW CORP	1,087	$223K	0.1%	$162.84	+10.9%	COM	12514G108
PIPR	PIPER SANDLER COMPANIES	1,249	$223K	0.1%	$169.95	0.0%	COM	724078100
MAS	MASCO CORP	3,162	$222K	0.1%	$59.83	0.0%	COM	574599106
VRSN	VERISIGN INC	872	$221K	0.0%	$215.84	+6.2%	COM	92343E102
RVTY	PERKINELMER INC	1,089	$219K	0.0%	$174.45	+2.6%	COM	714046109
FOXA	FOX CORP	5,894	$217K	0.0%	$34.78	+7.4%	CL A COM	35137L105
SEDG	SOLAREDGE TECHNOLOGIES INC	755	$212K	0.0%	$276.37	+14.2%	COM	83417M104
CL	COLGATE PALMOLIVE CO	2,476	$211K	0.0%	$66.89	+6.0%	COM	194162103
ISRG	INTUITIVE SURGICAL INC	585	$210K	0.0%	$344.06	0.0%	COM NEW	46120E602
BCE	BCE INC	4,040	$210K	0.0%	$37.13	+2.4%	COM NEW	05534B760
RIO	RIO TINTO PLC	3,124	$209K	0.0%	$62.36	—	SPONSORED ADR	767204100
QRVO	QORVO INC	1,327	$208K	0.0%	$104.03	+52.8%	COM	74736K101
—	PACWEST BANCORP DEL	4,558	$206K	0.0%	$45.20	—	COM	695263103
—	R1 RCM INC	8,081	$206K	0.0%	$25.49	—	COM	749397105
PPL	PPL CORP	6,798	$204K	0.0%	$24.94	0.0%	COM	69351T106
TTEK	TETRA TECH INC NEW	1,198	$203K	0.0%	$34.44	0.0%	COM	88162G103
RHI	ROBERT HALF INTL INC	1,807	$202K	0.0%	$111.35	0.0%	COM	770323103
MTB	M & T BK CORP	1,316	$202K	0.0%	$134.29	0.0%	COM	55261F104
VTRS	VIATRIS INC	14,060	$190K	0.0%	$11.72	-5.1%	COM	92556V106
HMY	HARMONY GOLD MINING CO LTD	39,454	$162K	0.0%	$4.11	—	SPONSORED ADR	413216300
ITUB	ITAU UNIBANCO HLDG S A	37,257	$140K	0.0%	$3.76	—	SPON ADR REP PFD	465562106
—	MULTIPLAN CORPORATION	22,457	$99,000	0.0%	$4.41	—	COM	62548M100