The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
NXP SEMICONDUCTORS N V COM N6596X109 2,120,880 11,159 SH SOLE 11,159 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 2,816,128 12,800 SH SOLE 12,800 0 0
PUBLIC STORAGE OPER CO COM 74460D109 3,404,124 11,374 SH SOLE 11,374 0 0
PRICE T ROWE GROUP INC COM 74144T108 2,231,522 24,290 SH SOLE 24,290 0 0
PACCAR INC COM 693718108 6,760,789 69,434 SH SOLE 69,434 0 0
APPLE INC COM 037833100 322,761,110 1,453,028 SH SOLE 1,453,028 0 0
PRUDENTIAL FINL INC COM 744320102 4,917,159 44,029 SH SOLE 44,029 0 0
TARGET CORP COM 87612E106 6,154,735 58,976 SH SOLE 58,976 0 0
MATCH GROUP INC NEW COM 57667L107 1,948,284 62,445 SH SOLE 62,445 0 0
AFLAC INC COM 001055102 7,115,159 63,991 SH SOLE 63,991 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 7,082,828 81,468 SH SOLE 81,468 0 0
ILLINOIS TOOL WKS INC COM 452308109 4,893,981 19,733 SH SOLE 19,733 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 14,912,919 48,810 SH SOLE 48,810 0 0
MARSH & MCLENNAN COS INC COM 571748102 11,901,587 48,771 SH SOLE 48,771 0 0
CONSOLIDATED EDISON INC COM 209115104 4,163,935 37,652 SH SOLE 37,652 0 0
US BANCORP DEL COM NEW 902973304 3,628,978 85,954 SH SOLE 85,954 0 0
HOME DEPOT INC COM 437076102 32,353,004 88,278 SH SOLE 88,278 0 0
PNC FINL SVCS GROUP INC COM 693475105 2,293,095 13,046 SH SOLE 13,046 0 0
COCA COLA CO COM 191216100 31,218,513 435,891 SH SOLE 435,891 0 0
COMCAST CORP NEW CL A 20030N101 10,975,831 297,448 SH SOLE 297,448 0 0
EXXON MOBIL CORP COM 30231G102 41,518,582 349,101 SH SOLE 349,101 0 0
ELECTRONIC ARTS INC COM 285512109 3,639,736 25,185 SH SOLE 25,185 0 0
EXELON CORP COM 30161N101 5,176,120 112,329 SH SOLE 112,329 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 5,913,756 77,304 SH SOLE 77,304 0 0
ATMOS ENERGY CORP COM 049560105 2,430,152 15,721 SH SOLE 15,721 0 0
FORTINET INC COM 34959E109 10,172,564 105,678 SH SOLE 105,678 0 0
PALO ALTO NETWORKS INC COM 697435105 15,258,547 89,430 SH SOLE 89,430 0 0
AVALONBAY CMNTYS INC COM 053484101 3,385,201 15,773 SH SOLE 15,773 0 0
BAKER HUGHES COMPANY CL A 05722G100 6,090,283 138,573 SH SOLE 138,573 0 0
CBRE GROUP INC CL A 12504L109 5,342,886 40,854 SH SOLE 40,854 0 0
NOV INC COM 62955J103 637,535 41,888 SH SOLE 41,888 0 0
ON SEMICONDUCTOR CORP COM 682189105 716,876 17,618 SH SOLE 17,618 0 0
DELL TECHNOLOGIES INC CL C 24703L202 3,911,885 42,917 SH SOLE 42,917 0 0
INVITATION HOMES INC COM 46187W107 2,563,043 73,545 SH SOLE 73,545 0 0
RPM INTL INC COM 749685103 2,372,712 20,511 SH SOLE 20,511 0 0
INTERPUBLIC GROUP COS INC COM 460690100 1,212,938 44,659 SH SOLE 44,659 0 0
IRON MTN INC DEL COM 46284V101 2,574,661 29,924 SH SOLE 29,924 0 0
MOLSON COORS BEVERAGE CO CL B 60871R209 1,429,288 23,481 SH SOLE 23,481 0 0
TRIMBLE INC COM 896239100 1,567,131 23,871 SH SOLE 23,871 0 0
FIFTH THIRD BANCORP COM 316773100 1,220,766 31,142 SH SOLE 31,142 0 0
UDR INC COM 902653104 941,117 20,835 SH SOLE 20,835 0 0
LENNAR CORP CL A 526057104 2,420,136 21,085 SH SOLE 21,085 0 0
HOLOGIC INC COM 436440101 2,083,502 33,730 SH SOLE 33,730 0 0
FIRSTENERGY CORP COM 337932107 1,891,696 46,801 SH SOLE 46,801 0 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104 963,536 30,952 SH SOLE 30,952 0 0
RTX CORPORATION COM 75513E101 13,323,357 100,584 SH SOLE 100,584 0 0
BATH & BODY WORKS INC COM 070830104 1,067,416 35,205 SH SOLE 35,205 0 0
JACOBS SOLUTIONS INC COM 46982L108 2,576,770 21,315 SH SOLE 21,315 0 0
TERRENO RLTY CORP COM 88146M101 841,205 13,306 SH SOLE 13,306 0 0
LINDE PLC SHS G54950103 16,219,299 34,842 SH SOLE 34,842 0 0
CONFLUENT INC CLASS A COM 20717M103 242,229 10,334 SH SOLE 10,334 0 0
CORCEPT THERAPEUTICS INC COM 218352102 1,359,446 11,902 SH SOLE 11,902 0 0
CLEARWATER ANALYTICS HLDGS I CL A 185123106 862,504 32,183 SH SOLE 32,183 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 1,864,709 11,261 SH SOLE 11,261 0 0
BLUE OWL CAPITAL INC COM CL A 09581B103 1,424,483 71,082 SH SOLE 71,082 0 0
UNITED BANKSHARES INC WEST V COM 909907107 530,070 15,289 SH SOLE 15,289 0 0
EXELIXIS INC COM 30161Q104 552,065 14,953 SH SOLE 14,953 0 0
MURPHY OIL CORP COM 626717102 546,586 19,246 SH SOLE 19,246 0 0
CIVITAS RESOURCES INC COM NEW 17888H103 776,372 22,252 SH SOLE 22,252 0 0
NATERA INC COM 632307104 1,964,751 13,894 SH SOLE 13,894 0 0
SILGAN HLDGS INC COM 827048109 799,363 15,637 SH SOLE 15,637 0 0
FEDERATED HERMES INC CL B 314211103 721,099 17,687 SH SOLE 17,687 0 0
YELP INC CL A 985817105 852,245 23,015 SH SOLE 23,015 0 0
SIMPLY GOOD FOODS CO COM 82900L102 530,801 15,390 SH SOLE 15,390 0 0
HESS MIDSTREAM LP CL A SHS 428103105 976,434 23,089 SH SOLE 23,089 0 0
AVISTA CORP COM 05379B107 547,199 13,069 SH SOLE 13,069 0 0
OPENLANE INC COM 48238T109 337,342 17,497 SH SOLE 17,497 0 0
INTAPP INC COM 45827U109 656,483 11,245 SH SOLE 11,245 0 0
UL SOLUTIONS INC CLASS A COM SHS 903731107 616,960 10,939 SH SOLE 10,939 0 0
WILEY JOHN & SONS INC CL A 968223206 527,501 11,838 SH SOLE 11,838 0 0
COMPASS INC CL A 20464U100 410,170 46,984 SH SOLE 46,984 0 0
ADMA BIOLOGICS INC COM 000899104 389,162 19,615 SH SOLE 19,615 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 3,587,584 100,100 SH SOLE 100,100 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104 3,108,632 35,674 SH SOLE 35,674 0 0
ELI LILLY & CO COM 532457108 59,899,949 72,526 SH SOLE 72,526 0 0
CITIGROUP INC COM NEW 172967424 7,526,076 106,016 SH SOLE 106,016 0 0
PPG INDS INC COM 693506107 3,411,173 31,195 SH SOLE 31,195 0 0
STARBUCKS CORP COM 855244109 9,538,468 97,242 SH SOLE 97,242 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 22,550,138 45,531 SH SOLE 45,531 0 0
AMERICAN EXPRESS CO COM 025816109 11,603,050 43,126 SH SOLE 43,126 0 0
CROWN CASTLE INC COM 22822V101 4,157,422 39,887 SH SOLE 39,887 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 4,394,783 25,477 SH SOLE 25,477 0 0
PAYCHEX INC COM 704326107 7,265,971 47,096 SH SOLE 47,096 0 0
CORNING INC COM 219350105 2,625,620 57,353 SH SOLE 57,353 0 0
AMETEK INC COM 031100100 4,413,497 25,639 SH SOLE 25,639 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 21,473,923 473,411 SH SOLE 473,411 0 0
BANK AMERICA CORP COM 060505104 10,402,830 249,289 SH SOLE 249,289 0 0
ANALOG DEVICES INC COM 032654105 8,411,252 41,708 SH SOLE 41,708 0 0
EATON CORP PLC SHS G29183103 9,717,107 35,747 SH SOLE 35,747 0 0
PEPSICO INC COM 713448108 14,983,504 99,930 SH SOLE 99,930 0 0
MCDONALDS CORP COM 580135101 16,532,495 52,926 SH SOLE 52,926 0 0
HCA HEALTHCARE INC COM 40412C101 4,407,490 12,755 SH SOLE 12,755 0 0
COSTCO WHSL CORP NEW COM 22160K105 38,156,548 40,344 SH SOLE 40,344 0 0
MEDTRONIC PLC SHS G5960L103 13,195,042 146,840 SH SOLE 146,840 0 0
NIKE INC CL B 654106103 6,394,086 100,726 SH SOLE 100,726 0 0
CENTENE CORP DEL COM 15135B101 4,418,292 72,777 SH SOLE 72,777 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 1,110,946 16,204 SH SOLE 16,204 0 0
AMCOR PLC ORD G0250X107 2,192,937 226,076 SH SOLE 226,076 0 0
AVANTOR INC COM 05352A100 921,992 56,878 SH SOLE 56,878 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 1,666,800 23,579 SH SOLE 23,579 0 0
CROWN HLDGS INC COM 228368106 1,455,741 16,309 SH SOLE 16,309 0 0
CF INDS HLDGS INC COM 125269100 979,454 12,533 SH SOLE 12,533 0 0
REALTY INCOME CORP COM 756109104 3,220,367 55,514 SH SOLE 55,514 0 0
OMEGA HEALTHCARE INVS INC COM 681936100 1,267,188 33,277 SH SOLE 33,277 0 0
CORTEVA INC COM 22052L104 5,098,652 81,021 SH SOLE 81,021 0 0
PULTE GROUP INC COM 745867101 1,636,679 15,921 SH SOLE 15,921 0 0
PERRIGO CO PLC SHS G97822103 292,177 10,420 SH SOLE 10,420 0 0
EQUITABLE HLDGS INC COM 29452E101 2,540,742 48,776 SH SOLE 48,776 0 0
EXTRA SPACE STORAGE INC COM 30225T102 1,687,292 11,363 SH SOLE 11,363 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 2,492,922 16,645 SH SOLE 16,645 0 0
FOX CORP CL B COM 35137L204 3,216,944 61,031 SH SOLE 61,031 0 0
KKR & CO INC COM 48251W104 5,776,107 49,962 SH SOLE 49,962 0 0
CHENIERE ENERGY INC COM NEW 16411R208 2,718,719 11,749 SH SOLE 11,749 0 0
HENRY SCHEIN INC COM 806407102 1,196,452 17,469 SH SOLE 17,469 0 0
HERSHEY CO COM 427866108 2,762,477 16,152 SH SOLE 16,152 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 2,161,128 27,846 SH SOLE 27,846 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755 2,530,631 28,115 SH SOLE 28,115 0 0
NRG ENERGY INC COM NEW 629377508 2,495,993 26,147 SH SOLE 26,147 0 0
BIO-TECHNE CORP COM 09073M104 861,099 14,687 SH SOLE 14,687 0 0
DOORDASH INC CL A 25809K105 5,976,954 32,711 SH SOLE 32,711 0 0
KYNDRYL HLDGS INC COMMON STOCK 50155Q100 767,353 24,438 SH SOLE 24,438 0 0
APA CORPORATION COM 03743Q108 708,038 33,684 SH SOLE 33,684 0 0
EQT CORP COM 26884L109 1,810,262 33,881 SH SOLE 33,881 0 0
ELEMENT SOLUTIONS INC COM 28618M106 573,887 25,382 SH SOLE 25,382 0 0
KORN FERRY COM NEW 500643200 786,150 11,590 SH SOLE 11,590 0 0
HF SINCLAIR CORP COM 403949100 451,607 13,735 SH SOLE 13,735 0 0
VIPER ENERGY INC CL A 927959106 1,150,106 25,473 SH SOLE 25,473 0 0
ESSENTIAL PPTYS RLTY TR INC COM 29670E107 916,107 28,067 SH SOLE 28,067 0 0
TERADATA CORP DEL COM 88076W103 570,025 25,357 SH SOLE 25,357 0 0
SAMSARA INC COM CL A 79589L106 842,493 21,980 SH SOLE 21,980 0 0
UNUM GROUP COM 91529Y106 1,727,441 21,206 SH SOLE 21,206 0 0
HALOZYME THERAPEUTICS INC COM 40637H109 730,433 11,447 SH SOLE 11,447 0 0
APTARGROUP INC COM 038336103 1,615,116 10,885 SH SOLE 10,885 0 0
MICROSTRATEGY INC CL A NEW 594972408 3,197,491 11,092 SH SOLE 11,092 0 0
CHAMPIONX CORPORATION COM 15872M104 820,960 27,549 SH SOLE 27,549 0 0
SKECHERS U S A INC CL A 830566105 675,568 11,898 SH SOLE 11,898 0 0
TPG INC COM CL A 872657101 631,246 13,309 SH SOLE 13,309 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 578,233 22,274 SH SOLE 22,274 0 0
NEXTRACKER INC CLASS A COM 65290E101 1,411,943 33,506 SH SOLE 33,506 0 0
INVENTRUST PPTYS CORP COM NEW 46124J201 623,525 21,230 SH SOLE 21,230 0 0
ZIFF DAVIS INC COM 48123V102 693,539 18,455 SH SOLE 18,455 0 0
ENERGIZER HLDGS INC NEW COM 29272W109 793,957 26,536 SH SOLE 26,536 0 0
BLACKROCK INC COM 09290D101 11,080,441 11,707 SH SOLE 11,707 0 0
LEVI STRAUSS & CO NEW CL A COM STK 52736R102 743,596 47,697 SH SOLE 47,697 0 0
ADT INC DEL COM 00090Q103 445,608 54,743 SH SOLE 54,743 0 0
ISHARES INC CORE MSCI EMKT 46434G103 105,300,867 1,951,100 SH SOLE 1,951,100 0 0
UPBOUND GROUP INC COM 76009N100 285,939 11,934 SH SOLE 11,934 0 0
ROSS STORES INC COM 778296103 2,802,307 21,929 SH SOLE 21,929 0 0
COSTAR GROUP INC COM 22160N109 3,274,576 41,330 SH SOLE 41,330 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 5,417,313 92,572 SH SOLE 92,572 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 4,438,806 37,945 SH SOLE 37,945 0 0
TEXAS INSTRS INC COM 882508104 5,897,754 32,820 SH SOLE 32,820 0 0
WELLS FARGO CO NEW COM 949746101 7,866,461 109,576 SH SOLE 109,576 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 3,369,487 45,119 SH SOLE 45,119 0 0
KINDER MORGAN INC DEL COM 49456B101 820,009 28,742 SH SOLE 28,742 0 0
BECTON DICKINSON & CO COM 075887109 6,571,273 28,688 SH SOLE 28,688 0 0
PHILLIPS 66 COM 718546104 3,929,874 31,826 SH SOLE 31,826 0 0
ALLSTATE CORP COM 020002101 5,222,305 25,220 SH SOLE 25,220 0 0
CSX CORP COM 126408103 3,715,184 126,238 SH SOLE 126,238 0 0
BEST BUY INC COM 086516101 1,738,300 23,615 SH SOLE 23,615 0 0
STANLEY BLACK & DECKER INC COM 854502101 1,355,394 17,630 SH SOLE 17,630 0 0
BLOCK INC CL A 852234103 3,374,654 62,114 SH SOLE 62,114 0 0
TRUIST FINL CORP COM 89832Q109 2,450,153 59,542 SH SOLE 59,542 0 0
OKTA INC CL A 679295105 3,006,030 28,569 SH SOLE 28,569 0 0
LAUDER ESTEE COS INC CL A 518439104 1,190,970 18,045 SH SOLE 18,045 0 0
BAXTER INTL INC COM 071813109 398,232 11,634 SH SOLE 11,634 0 0
BLACKSTONE INC COM 09260D107 7,614,935 54,478 SH SOLE 54,478 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 4,408,639 87,804 SH SOLE 87,804 0 0
METLIFE INC COM 59156R108 5,620,461 70,002 SH SOLE 70,002 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 2,944,568 10,905 SH SOLE 10,905 0 0
AVERY DENNISON CORP COM 053611109 2,441,037 13,716 SH SOLE 13,716 0 0
BORGWARNER INC COM 099724106 665,998 23,246 SH SOLE 23,246 0 0
CONAGRA BRANDS INC COM 205887102 1,312,271 49,204 SH SOLE 49,204 0 0
NETAPP INC COM 64110D104 1,620,033 18,443 SH SOLE 18,443 0 0
OMNICOM GROUP INC COM 681919106 2,196,949 26,498 SH SOLE 26,498 0 0
OCCIDENTAL PETE CORP COM 674599105 1,589,589 32,204 SH SOLE 32,204 0 0
DISCOVER FINL SVCS COM 254709108 4,245,821 24,873 SH SOLE 24,873 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100 288,053 13,256 SH SOLE 13,256 0 0
ROBERT HALF INC. COM 770323103 1,015,776 18,621 SH SOLE 18,621 0 0
REPUBLIC SVCS INC COM 760759100 3,309,359 13,666 SH SOLE 13,666 0 0
FORTIVE CORP COM 34959J108 2,965,620 40,525 SH SOLE 40,525 0 0
HALLIBURTON CO COM 406216101 2,287,055 90,148 SH SOLE 90,148 0 0
VENTAS INC COM 92276F100 2,419,389 35,186 SH SOLE 35,186 0 0
HUNTINGTON BANCSHARES INC COM 446150104 1,039,923 69,282 SH SOLE 69,282 0 0
WP CAREY INC COM 92936U109 1,067,569 16,916 SH SOLE 16,916 0 0
HOST HOTELS & RESORTS INC COM 44107P104 1,075,342 75,675 SH SOLE 75,675 0 0
INCYTE CORP COM 45337C102 1,718,409 28,380 SH SOLE 28,380 0 0
MASCO CORP COM 574599106 1,830,501 26,323 SH SOLE 26,323 0 0
ARCH CAP GROUP LTD ORD G0450A105 4,380,422 45,544 SH SOLE 45,544 0 0
CHEWY INC CL A 16679L109 549,712 16,909 SH SOLE 16,909 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 10,995,840 66,240 SH SOLE 66,240 0 0
CONSTELLATION ENERGY CORP COM 21037T109 6,013,010 29,822 SH SOLE 29,822 0 0
KIMCO RLTY CORP COM 49446R109 1,786,284 84,100 SH SOLE 84,100 0 0
MAGNOLIA OIL & GAS CORP CL A 559663109 942,400 37,308 SH SOLE 37,308 0 0
EXPAND ENERGY CORPORATION COM 165167735 2,711,310 24,356 SH SOLE 24,356 0 0
ISHARES TR MSCI CHINA ETF 46429B671 32,640,000 600,000 SH SOLE 600,000 0 0
AECOM COM 00766T100 1,836,332 19,803 SH SOLE 19,803 0 0
UIPATH INC CL A 90364P105 814,462 79,074 SH SOLE 79,074 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105 544,416 39,308 SH SOLE 39,308 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 1,111,592 14,137 SH SOLE 14,137 0 0
RITHM CAPITAL CORP COM NEW 64828T201 907,298 79,240 SH SOLE 79,240 0 0
TAPESTRY INC COM 876030107 1,844,601 26,198 SH SOLE 26,198 0 0
OLD NATL BANCORP IND COM 680033107 569,651 26,883 SH SOLE 26,883 0 0
COTY INC COM CL A 222070203 351,825 64,319 SH SOLE 64,319 0 0
PROSPERITY BANCSHARES INC COM 743606105 1,067,196 14,953 SH SOLE 14,953 0 0
FLOWSERVE CORP COM 34354P105 1,037,215 21,237 SH SOLE 21,237 0 0
OSHKOSH CORP COM 688239201 1,007,409 10,708 SH SOLE 10,708 0 0
FRESHWORKS INC CLASS A COM 358054104 509,597 36,116 SH SOLE 36,116 0 0
CNO FINL GROUP INC COM 12621E103 486,680 11,685 SH SOLE 11,685 0 0
TANGER INC COM 875465106 894,725 26,479 SH SOLE 26,479 0 0
TEGNA INC COM 87901J105 450,653 24,734 SH SOLE 24,734 0 0
BLACK HILLS CORP COM 092113109 644,346 10,624 SH SOLE 10,624 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 2,858,984 17,843 SH SOLE 17,843 0 0
CINEMARK HLDGS INC COM 17243V102 458,026 18,402 SH SOLE 18,402 0 0
LIFE360 INC COM 532206109 618,463 16,110 SH SOLE 16,110 0 0
OSCAR HEALTH INC CL A 687793109 717,576 54,735 SH SOLE 54,735 0 0
PAYONEER GLOBAL INC COM 70451X104 219,183 29,984 SH SOLE 29,984 0 0
KBR INC COM 48242W106 998,890 20,054 SH SOLE 20,054 0 0
UNITED PARCEL SERVICE INC CL B 911312106 3,318,508 30,171 SH SOLE 30,171 0 0
AMERICAN TOWER CORP NEW COM 03027X100 10,561,434 48,536 SH SOLE 48,536 0 0
INTUIT COM 461202103 23,816,672 38,790 SH SOLE 38,790 0 0
CATERPILLAR INC COM 149123101 12,899,467 39,113 SH SOLE 39,113 0 0
CVS HEALTH CORP COM 126650100 10,147,798 149,783 SH SOLE 149,783 0 0
THE CIGNA GROUP COM 125523100 12,156,550 36,950 SH SOLE 36,950 0 0
WELLTOWER INC COM 95040Q104 8,081,828 52,750 SH SOLE 52,750 0 0
META PLATFORMS INC CL A 30303M102 150,467,423 261,065 SH SOLE 261,065 0 0
ALPHABET INC CAP STK CL C 02079K107 77,065,291 493,281 SH SOLE 493,281 0 0
ALPHABET INC CAP STK CL A 02079K305 84,796,225 548,346 SH SOLE 548,346 0 0
PROCTER AND GAMBLE CO COM 742718109 39,708,201 233,002 SH SOLE 233,002 0 0
CME GROUP INC COM 12572Q105 10,972,925 41,362 SH SOLE 41,362 0 0
MARVELL TECHNOLOGY INC COM 573874104 8,268,051 134,287 SH SOLE 134,287 0 0
FEDEX CORP COM 31428X106 2,782,017 11,412 SH SOLE 11,412 0 0
SHERWIN WILLIAMS CO COM 824348106 10,101,368 28,928 SH SOLE 28,928 0 0
SOUTHERN CO COM 842587107 2,390,608 25,999 SH SOLE 25,999 0 0
STATE STR CORP COM 857477103 2,856,813 31,909 SH SOLE 31,909 0 0
NORFOLK SOUTHN CORP COM 655844108 3,459,905 14,608 SH SOLE 14,608 0 0
NEWMONT CORP COM 651639106 5,069,448 105,001 SH SOLE 105,001 0 0
ECOLAB INC COM 278865100 8,530,694 33,649 SH SOLE 33,649 0 0
SCHLUMBERGER LTD COM STK 806857108 6,762,947 161,793 SH SOLE 161,793 0 0
LULULEMON ATHLETICA INC COM 550021109 3,252,642 11,491 SH SOLE 11,491 0 0
CISCO SYS INC COM 17275R102 24,369,896 394,910 SH SOLE 394,910 0 0
DOCUSIGN INC COM 256163106 2,082,049 25,578 SH SOLE 25,578 0 0
EBAY INC. COM 278642103 3,310,371 48,876 SH SOLE 48,876 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 26,242,252 84,099 SH SOLE 84,099 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 14,336,309 235,060 SH SOLE 235,060 0 0
JOHNSON CTLS INTL PLC SHS G51502105 5,177,830 64,634 SH SOLE 64,634 0 0
IQVIA HLDGS INC COM 46266C105 4,192,414 23,780 SH SOLE 23,780 0 0
WESTERN UN CO COM 959802109 711,198 67,221 SH SOLE 67,221 0 0
CMS ENERGY CORP COM 125896100 820,126 10,919 SH SOLE 10,919 0 0
EQUIFAX INC COM 294429105 3,027,451 12,430 SH SOLE 12,430 0 0
NISOURCE INC COM 65473P105 1,894,012 47,244 SH SOLE 47,244 0 0
PG&E CORP COM 69331C108 2,843,874 165,534 SH SOLE 165,534 0 0
CARDINAL HEALTH INC COM 14149Y108 4,692,033 34,057 SH SOLE 34,057 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 1,207,589 27,697 SH SOLE 27,697 0 0
PINTEREST INC CL A 72352L106 2,873,886 92,706 SH SOLE 92,706 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 900,517 13,501 SH SOLE 13,501 0 0
INTERNATIONAL PAPER CO COM 460146103 1,496,147 28,044 SH SOLE 28,044 0 0
RAYMOND JAMES FINL INC COM 754730109 1,919,319 13,817 SH SOLE 13,817 0 0
TRACTOR SUPPLY CO COM 892356106 1,956,215 35,503 SH SOLE 35,503 0 0
TYSON FOODS INC CL A 902494103 1,686,881 26,436 SH SOLE 26,436 0 0
PARAMOUNT GLOBAL CLASS B COM 92556H206 644,919 53,923 SH SOLE 53,923 0 0
LAS VEGAS SANDS CORP COM 517834107 1,196,642 30,977 SH SOLE 30,977 0 0
BERKLEY W R CORP COM 084423102 2,268,723 31,882 SH SOLE 31,882 0 0
DAYFORCE INC COM 15677J108 1,059,448 18,163 SH SOLE 18,163 0 0
OGE ENERGY CORP COM 670837103 1,108,601 24,121 SH SOLE 24,121 0 0
LYFT INC CL A COM 55087P104 790,376 66,586 SH SOLE 66,586 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 1,278,999 33,827 SH SOLE 33,827 0 0
APPLOVIN CORP COM CL A 03831W108 5,651,545 21,329 SH SOLE 21,329 0 0
DECKERS OUTDOOR CORP COM 243537107 1,788,736 15,998 SH SOLE 15,998 0 0
VERALTO CORP COM SHS 92338C103 3,065,485 31,457 SH SOLE 31,457 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 1,367,324 18,938 SH SOLE 18,938 0 0
LIVERAMP HLDGS INC COM 53815P108 472,481 18,075 SH SOLE 18,075 0 0
BOX INC CL A 10316T104 1,162,188 37,660 SH SOLE 37,660 0 0
VERRA MOBILITY CORP CL A COM STK 92511U102 353,430 15,701 SH SOLE 15,701 0 0
MATTEL INC COM 577081102 426,838 21,968 SH SOLE 21,968 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 1,099,631 11,494 SH SOLE 11,494 0 0
ORGANON & CO COMMON STOCK 68622V106 720,914 48,416 SH SOLE 48,416 0 0
STARWOOD PPTY TR INC COM 85571B105 532,386 26,929 SH SOLE 26,929 0 0
SOMNIGROUP INTERNATIONAL INC COM 88023U101 756,105 12,627 SH SOLE 12,627 0 0
TENABLE HLDGS INC COM 88025T102 549,921 15,721 SH SOLE 15,721 0 0
FLOWERS FOODS INC COM 343498101 870,601 45,797 SH SOLE 45,797 0 0
CORE & MAIN INC CL A 21874C102 501,023 10,371 SH SOLE 10,371 0 0
CIENA CORP COM NEW 171779309 1,083,631 17,932 SH SOLE 17,932 0 0
BELLRING BRANDS INC COMMON STOCK 07831C103 1,455,991 19,554 SH SOLE 19,554 0 0
CLEAR SECURE INC COM CL A 18467V109 904,129 34,895 SH SOLE 34,895 0 0
GENWORTH FINL INC COM SHS 37247D106 500,880 70,646 SH SOLE 70,646 0 0
HUB GROUP INC CL A 443320106 513,281 13,809 SH SOLE 13,809 0 0
ACI WORLDWIDE INC COM 004498101 918,362 16,786 SH SOLE 16,786 0 0
HNI CORP COM 404251100 533,442 12,028 SH SOLE 12,028 0 0
PRIVIA HEALTH GROUP INC COM 74276R102 227,890 10,151 SH SOLE 10,151 0 0
LIBERTY ENERGY INC COM CL A 53115L104 208,307 13,159 SH SOLE 13,159 0 0
VERINT SYS INC COM 92343X100 526,414 29,491 SH SOLE 29,491 0 0
FARO TECHNOLOGIES INC COM 311642102 463,527 16,979 SH SOLE 16,979 0 0
ZETA GLOBAL HOLDINGS CORP CL A 98956A105 414,082 30,537 SH SOLE 30,537 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 6,089,423 23,943 SH SOLE 23,943 0 0
EVERSOURCE ENERGY COM 30040W108 2,580,298 41,544 SH SOLE 41,544 0 0
TWILIO INC CL A 90138F102 2,026,150 20,694 SH SOLE 20,694 0 0
GILEAD SCIENCES INC COM 375558103 18,150,419 161,985 SH SOLE 161,985 0 0
MICROSOFT CORP COM 594918104 231,810,833 617,520 SH SOLE 617,520 0 0
HP INC COM 40434L105 4,071,344 147,033 SH SOLE 147,033 0 0
FORD MTR CO COM 345370860 2,268,967 226,218 SH SOLE 226,218 0 0
PROLOGIS INC. COM 74340W103 18,840,975 168,539 SH SOLE 168,539 0 0
ELEVANCE HEALTH INC COM 036752103 13,384,589 30,772 SH SOLE 30,772 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 16,062,571 33,131 SH SOLE 33,131 0 0
ROCKWELL AUTOMATION INC COM 773903109 2,937,522 11,369 SH SOLE 11,369 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 5,131,133 11,720 SH SOLE 11,720 0 0
DOMINION ENERGY INC COM 25746U109 3,666,586 65,393 SH SOLE 65,393 0 0
MORGAN STANLEY COM NEW 617446448 8,428,007 72,238 SH SOLE 72,238 0 0
RESMED INC COM 761152107 4,019,003 17,954 SH SOLE 17,954 0 0
APPLIED MATLS INC COM 038222105 14,930,816 102,886 SH SOLE 102,886 0 0
MCKESSON CORP COM 58155Q103 11,366,801 16,890 SH SOLE 16,890 0 0
NVIDIA CORPORATION COM 67066G104 273,357,228 2,522,211 SH SOLE 2,522,211 0 0
MASTERCARD INCORPORATED CL A 57636Q104 43,838,638 79,980 SH SOLE 79,980 0 0
UNITEDHEALTH GROUP INC COM 91324P102 62,581,316 119,487 SH SOLE 119,487 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 938,880 14,527 SH SOLE 14,527 0 0
CHURCH & DWIGHT CO INC COM 171340102 2,871,698 26,085 SH SOLE 26,085 0 0
DISNEY WALT CO COM 254687106 16,911,850 171,346 SH SOLE 171,346 0 0
MOODYS CORP COM 615369105 9,200,637 19,757 SH SOLE 19,757 0 0
WASTE MGMT INC DEL COM 94106L109 6,401,252 27,650 SH SOLE 27,650 0 0
SALESFORCE INC COM 79466L302 29,091,566 108,405 SH SOLE 108,405 0 0
WORKDAY INC CL A 98138H101 5,303,466 22,710 SH SOLE 22,710 0 0
CHEVRON CORP NEW COM 166764100 25,869,558 154,639 SH SOLE 154,639 0 0
TRANSUNION COM 89400J107 1,428,341 17,211 SH SOLE 17,211 0 0
UGI CORP NEW COM 902681105 1,338,508 40,475 SH SOLE 40,475 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 3,679,573 15,176 SH SOLE 15,176 0 0
DATADOG INC CL A COM 23804L103 2,292,148 23,104 SH SOLE 23,104 0 0
EDISON INTL COM 281020107 2,448,774 41,561 SH SOLE 41,561 0 0
RINGCENTRAL INC CL A 76680R206 451,003 18,215 SH SOLE 18,215 0 0
DENTSPLY SIRONA INC COM 24906P109 261,928 17,532 SH SOLE 17,532 0 0
ARAMARK COM 03852U106 1,161,909 33,659 SH SOLE 33,659 0 0
AXALTA COATING SYS LTD COM G0750C108 1,032,317 31,122 SH SOLE 31,122 0 0
CBOE GLOBAL MKTS INC COM 12503M108 2,456,831 10,857 SH SOLE 10,857 0 0
CARLYLE GROUP INC COM 14316J108 1,095,373 25,129 SH SOLE 25,129 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 1,821,798 17,791 SH SOLE 17,791 0 0
THE CAMPBELLS COMPANY COM 134429109 606,429 15,193 SH SOLE 15,193 0 0
COPART INC COM 217204106 2,991,461 52,862 SH SOLE 52,862 0 0
EXPEDIA GROUP INC COM NEW 30212P303 3,294,256 19,597 SH SOLE 19,597 0 0
SNAP INC CL A 83304A106 497,446 57,112 SH SOLE 57,112 0 0
INVESCO LTD SHS G491BT108 561,381 37,006 SH SOLE 37,006 0 0
KEURIG DR PEPPER INC COM 49271V100 4,480,869 130,943 SH SOLE 130,943 0 0
KRAFT HEINZ CO COM 500754106 2,331,851 76,630 SH SOLE 76,630 0 0
TERADYNE INC COM 880770102 1,196,791 14,489 SH SOLE 14,489 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 2,297,454 35,302 SH SOLE 35,302 0 0
HASBRO INC COM 418056107 1,301,251 21,162 SH SOLE 21,162 0 0
HARTFORD INSURANCE GROUP INC COM 416515104 4,481,006 36,216 SH SOLE 36,216 0 0
HORMEL FOODS CORP COM 440452100 631,207 20,401 SH SOLE 20,401 0 0
CENCORA INC COM 03073E105 5,843,783 21,014 SH SOLE 21,014 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 4,852,942 39,788 SH SOLE 39,788 0 0
NEXTERA ENERGY INC COM 65339F101 10,283,303 145,060 SH SOLE 145,060 0 0
VIATRIS INC COM 92556V106 981,469 112,683 SH SOLE 112,683 0 0
ROBINHOOD MKTS INC COM CL A 770700102 1,970,499 47,345 SH SOLE 47,345 0 0
APOLLO GLOBAL MGMT INC COM 03769M106 6,220,630 45,416 SH SOLE 45,416 0 0
DOUBLEVERIFY HLDGS INC COM 25862V105 362,996 27,150 SH SOLE 27,150 0 0
OVINTIV INC COM 69047Q102 1,015,259 23,721 SH SOLE 23,721 0 0
ISHARES INC MSCI HONG KG ETF 464286871 8,833,760 504,498 SH SOLE 504,498 0 0
BUNGE GLOBAL SA COM SHS H11356104 1,050,699 13,749 SH SOLE 13,749 0 0
BLOCK H & R INC COM 093671105 1,506,456 27,435 SH SOLE 27,435 0 0
JEFFERIES FINL GROUP INC COM 47233W109 994,741 18,569 SH SOLE 18,569 0 0
NEW YORK TIMES CO CL A 650111107 1,423,074 28,691 SH SOLE 28,691 0 0
NUTANIX INC CL A 67059N108 905,645 12,973 SH SOLE 12,973 0 0
MGIC INVT CORP WIS COM 552848103 861,402 34,762 SH SOLE 34,762 0 0
MACYS INC COM 55616P104 534,001 42,516 SH SOLE 42,516 0 0
GITLAB INC CLASS A COM 37637K108 716,562 15,246 SH SOLE 15,246 0 0
STIFEL FINL CORP COM 860630102 997,082 10,578 SH SOLE 10,578 0 0
PORTLAND GEN ELEC CO COM NEW 736508847 1,003,188 22,493 SH SOLE 22,493 0 0
GRANITE CONSTR INC COM 387328107 777,449 10,311 SH SOLE 10,311 0 0
RANGE RES CORP COM 75281A109 751,962 18,832 SH SOLE 18,832 0 0
PARK HOTELS & RESORTS INC COM 700517105 221,097 20,702 SH SOLE 20,702 0 0
LAUREATE EDUCATION INC COMMON STOCK 518613203 476,076 23,280 SH SOLE 23,280 0 0
TRAVEL PLUS LEISURE CO COM 894164102 812,806 17,559 SH SOLE 17,559 0 0
FIRST BANCORP P R COM NEW 318672706 279,901 14,601 SH SOLE 14,601 0 0
CALIFORNIA RES CORP COM STOCK 13057Q305 934,231 21,247 SH SOLE 21,247 0 0
ABM INDS INC COM 000957100 556,575 11,752 SH SOLE 11,752 0 0
ACADIA PHARMACEUTICALS INC COM 004225108 213,920 12,879 SH SOLE 12,879 0 0
FRONTDOOR INC COM 35905A109 710,808 18,501 SH SOLE 18,501 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102 1,209,975 44,289 SH SOLE 44,289 0 0
HAYWARD HLDGS INC COM 421298100 225,755 16,218 SH SOLE 16,218 0 0
VIRTU FINL INC CL A 928254101 407,007 10,677 SH SOLE 10,677 0 0
MAPLEBEAR INC COM 565394103 1,109,102 27,804 SH SOLE 27,804 0 0
NORTHWEST BANCSHARES INC MD COM 667340103 413,632 34,412 SH SOLE 34,412 0 0
PRIMO BRANDS CORPORATION CLASS A COM SHS 741623102 453,562 12,780 SH SOLE 12,780 0 0
CUMMINS INC COM 231021106 4,311,681 13,756 SH SOLE 13,756 0 0
BANK NEW YORK MELLON CORP COM 064058100 3,337,942 39,799 SH SOLE 39,799 0 0
UNION PAC CORP COM 907818108 9,991,535 42,294 SH SOLE 42,294 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 2,687,120 23,742 SH SOLE 23,742 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 26,805,299 107,799 SH SOLE 107,799 0 0
ADVANCED MICRO DEVICES INC COM 007903107 28,685,213 279,202 SH SOLE 279,202 0 0
MONDELEZ INTL INC CL A 609207105 8,754,821 129,032 SH SOLE 129,032 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 8,293,623 24,616 SH SOLE 24,616 0 0
ZOETIS INC CL A 98978V103 4,916,778 29,862 SH SOLE 29,862 0 0
BALL CORP COM 058498106 1,422,136 27,312 SH SOLE 27,312 0 0
STRYKER CORPORATION COM 863667101 13,484,012 36,223 SH SOLE 36,223 0 0
FASTENAL CO COM 311900104 2,764,347 35,646 SH SOLE 35,646 0 0
TJX COS INC NEW COM 872540109 11,136,052 91,429 SH SOLE 91,429 0 0
DEERE & CO COM 244199105 11,052,254 23,548 SH SOLE 23,548 0 0
TRAVELERS COMPANIES INC COM 89417E109 7,677,538 29,031 SH SOLE 29,031 0 0
HUMANA INC COM 444859102 4,171,154 15,764 SH SOLE 15,764 0 0
JPMORGAN CHASE & CO. COM 46625H100 31,583,356 128,754 SH SOLE 128,754 0 0
TESLA INC COM 88160R101 78,859,278 304,288 SH SOLE 304,288 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 33,977,006 63,797 SH SOLE 63,797 0 0
AUTODESK INC COM 052769106 9,164,833 35,007 SH SOLE 35,007 0 0
ADOBE INC COM 00724F101 22,548,496 58,792 SH SOLE 58,792 0 0
AON PLC SHS CL A G0403H108 8,400,445 21,049 SH SOLE 21,049 0 0
MERCK & CO INC COM 58933Y105 22,963,750 255,835 SH SOLE 255,835 0 0
INTEL CORP COM 458140100 4,282,288 188,564 SH SOLE 188,564 0 0
ROPER TECHNOLOGIES INC COM 776696106 7,963,334 13,510 SH SOLE 13,510 0 0
PFIZER INC COM 717081103 16,471,659 650,026 SH SOLE 650,026 0 0
ABBVIE INC COM 00287Y109 43,201,976 206,195 SH SOLE 206,195 0 0
DEXCOM INC COM 252131107 3,195,153 46,788 SH SOLE 46,788 0 0
AMGEN INC COM 031162100 19,066,548 61,199 SH SOLE 61,199 0 0
VEEVA SYS INC CL A COM 922475108 5,821,788 25,134 SH SOLE 25,134 0 0
DOW INC COM 260557103 759,021 21,736 SH SOLE 21,736 0 0
CENTERPOINT ENERGY INC COM 15189T107 512,147 14,136 SH SOLE 14,136 0 0
DROPBOX INC CL A 26210C104 539,489 20,198 SH SOLE 20,198 0 0
GEN DIGITAL INC COM 668771108 2,439,902 91,933 SH SOLE 91,933 0 0
MARATHON PETE CORP COM 56585A102 3,581,206 24,581 SH SOLE 24,581 0 0
XYLEM INC COM 98419M100 2,910,165 24,361 SH SOLE 24,361 0 0
SMITH A O CORP COM 831865209 742,097 11,354 SH SOLE 11,354 0 0
NASDAQ INC COM 631103108 3,402,776 44,856 SH SOLE 44,856 0 0
COTERRA ENERGY INC COM 127097103 2,345,958 81,175 SH SOLE 81,175 0 0
NEWS CORP NEW CL A 65249B109 1,207,888 44,375 SH SOLE 44,375 0 0
ONEOK INC NEW COM 682680103 4,464,404 44,995 SH SOLE 44,995 0 0
DOVER CORP COM 260003108 2,382,748 13,563 SH SOLE 13,563 0 0
EXACT SCIENCES CORP COM 30063P105 861,601 19,903 SH SOLE 19,903 0 0
EXPEDITORS INTL WASH INC COM 302130109 2,415,702 20,089 SH SOLE 20,089 0 0
SYNCHRONY FINANCIAL COM 87165B103 2,422,164 45,753 SH SOLE 45,753 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 3,033,104 14,635 SH SOLE 14,635 0 0
GARMIN LTD SHS H2906T109 2,410,360 11,101 SH SOLE 11,101 0 0
VALERO ENERGY CORP COM 91913Y100 4,266,653 32,306 SH SOLE 32,306 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 982,010 13,949 SH SOLE 13,949 0 0
WESTERN DIGITAL CORP COM 958102105 689,089 17,044 SH SOLE 17,044 0 0
AGNC INVT CORP COM 00123Q104 746,445 77,917 SH SOLE 77,917 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 24,058,220 285,050 SH SOLE 285,050 0 0
KEMPER CORP COM 488401100 806,612 12,066 SH SOLE 12,066 0 0
ATLASSIAN CORPORATION CL A 049468101 5,111,078 24,085 SH SOLE 24,085 0 0
CCC INTELLIGENT SOLUTIONS HL COM 12510Q100 497,255 55,067 SH SOLE 55,067 0 0
PAPA JOHNS INTL INC COM 698813102 450,072 10,956 SH SOLE 10,956 0 0
ENVISTA HOLDINGS CORPORATION COM 29415F104 231,819 13,431 SH SOLE 13,431 0 0
PURE STORAGE INC CL A 74624M102 1,973,822 44,586 SH SOLE 44,586 0 0
EXLSERVICE HOLDINGS INC COM 302081104 1,950,576 41,317 SH SOLE 41,317 0 0
F N B CORP COM 302520101 521,013 38,737 SH SOLE 38,737 0 0
KITE RLTY GROUP TR COM NEW 49803T300 454,245 20,306 SH SOLE 20,306 0 0
TETRA TECH INC NEW COM 88162G103 803,030 27,454 SH SOLE 27,454 0 0
DOLBY LABORATORIES INC COM CL A 25659T107 1,096,794 13,657 SH SOLE 13,657 0 0
OPTION CARE HEALTH INC COM NEW 68404L201 466,233 13,340 SH SOLE 13,340 0 0
NMI HLDGS INC COM 629209305 803,302 22,283 SH SOLE 22,283 0 0
FIRST FINL BANCORP OH COM 320209109 414,468 16,592 SH SOLE 16,592 0 0
WESBANCO INC COM 950810101 634,278 20,487 SH SOLE 20,487 0 0
MADDEN STEVEN LTD COM 556269108 863,589 32,417 SH SOLE 32,417 0 0
WENDYS CO COM 95058W100 325,093 22,221 SH SOLE 22,221 0 0
REYNOLDS CONSUMER PRODS INC COM 76171L106 509,602 21,358 SH SOLE 21,358 0 0
RENASANT CORP COM 75970E107 428,638 12,633 SH SOLE 12,633 0 0
NCR ATLEOS CORPORATION COM SHS 63001N106 310,862 11,784 SH SOLE 11,784 0 0
VICTORY CAP HLDGS INC COM CL A 92645B103 724,590 12,521 SH SOLE 12,521 0 0
ISHARES INC MSCI STH KOR ETF 464286772 6,176,664 114,298 SH SOLE 114,298 0 0
ISHARES INC MSCI TAIWAN ETF 46434G772 6,172,400 130,000 SH SOLE 130,000 0 0
AMPHENOL CORP NEW CL A 032095101 3,116,837 47,520 SH SOLE 47,520 0 0
DANAHER CORPORATION COM 235851102 13,810,850 67,370 SH SOLE 67,370 0 0
LOWES COS INC COM 548661107 11,351,537 48,671 SH SOLE 48,671 0 0
ORACLE CORP COM 68389X105 15,974,970 114,262 SH SOLE 114,262 0 0
MARRIOTT INTL INC NEW CL A 571903202 3,288,351 13,805 SH SOLE 13,805 0 0
YUM BRANDS INC COM 988498101 3,362,468 21,368 SH SOLE 21,368 0 0
SYSCO CORP COM 871829107 5,169,356 68,888 SH SOLE 68,888 0 0
VERISK ANALYTICS INC COM 92345Y106 5,547,339 18,639 SH SOLE 18,639 0 0
CLOROX CO DEL COM 189054109 2,212,284 15,024 SH SOLE 15,024 0 0
T-MOBILE US INC COM 872590104 8,020,503 30,072 SH SOLE 30,072 0 0
COLGATE PALMOLIVE CO COM 194162103 8,384,370 89,481 SH SOLE 89,481 0 0
OTIS WORLDWIDE CORP COM 68902V107 5,163,818 50,037 SH SOLE 50,037 0 0
JOHNSON & JOHNSON COM 478160104 46,764,890 281,988 SH SOLE 281,988 0 0
BOSTON SCIENTIFIC CORP COM 101137107 17,823,781 176,683 SH SOLE 176,683 0 0
REGENERON PHARMACEUTICALS COM 75886F107 7,694,478 12,132 SH SOLE 12,132 0 0
MCCORMICK & CO INC COM NON VTG 579780206 2,185,084 26,547 SH SOLE 26,547 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 4,974,302 68,630 SH SOLE 68,630 0 0
KIMBERLY-CLARK CORP COM 494368103 4,140,735 29,115 SH SOLE 29,115 0 0
D R HORTON INC COM 23331A109 3,510,568 27,614 SH SOLE 27,614 0 0
NETFLIX INC COM 64110L106 49,725,297 53,323 SH SOLE 53,323 0 0
PAYPAL HLDGS INC COM 70450Y103 8,281,530 126,920 SH SOLE 126,920 0 0
BIOGEN INC COM 09062X103 2,395,795 17,508 SH SOLE 17,508 0 0
DUPONT DE NEMOURS INC COM 26614N102 3,614,736 48,403 SH SOLE 48,403 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 19,260,603 38,707 SH SOLE 38,707 0 0
UBER TECHNOLOGIES INC COM 90353T100 18,580,830 255,021 SH SOLE 255,021 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 2,663,443 25,468 SH SOLE 25,468 0 0
CDW CORP COM 12514G108 3,026,350 18,884 SH SOLE 18,884 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 8,777,479 24,895 SH SOLE 24,895 0 0
NUCOR CORP COM 670346105 1,622,304 13,481 SH SOLE 13,481 0 0
PENTAIR PLC SHS G7S00T104 1,151,674 13,165 SH SOLE 13,165 0 0
REGENCY CTRS CORP COM 758849103 1,766,478 23,949 SH SOLE 23,949 0 0
DIAMONDBACK ENERGY INC COM 25278X109 2,727,073 17,057 SH SOLE 17,057 0 0
SEALED AIR CORP NEW COM 81211K100 771,514 26,696 SH SOLE 26,696 0 0
SEI INVTS CO COM 784117103 925,971 11,928 SH SOLE 11,928 0 0
INGERSOLL RAND INC COM 45687V106 2,477,009 30,951 SH SOLE 30,951 0 0
SIMON PPTY GROUP INC NEW COM 828806109 5,754,008 34,646 SH SOLE 34,646 0 0
JUNIPER NETWORKS INC COM 48203R104 838,522 23,170 SH SOLE 23,170 0 0
THE TRADE DESK INC COM CL A 88339J105 2,106,282 38,492 SH SOLE 38,492 0 0
TRADEWEB MKTS INC CL A 892672106 1,591,194 10,718 SH SOLE 10,718 0 0
GODADDY INC CL A 380237107 2,139,523 11,877 SH SOLE 11,877 0 0
V F CORP COM 918204108 581,907 37,494 SH SOLE 37,494 0 0
VICI PPTYS INC COM 925652109 4,113,317 126,098 SH SOLE 126,098 0 0
HESS CORP COM 42809H107 4,311,432 26,992 SH SOLE 26,992 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 2,681,055 173,756 SH SOLE 173,756 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104 959,476 32,769 SH SOLE 32,769 0 0
WEC ENERGY GROUP INC COM 92939U106 2,114,430 19,402 SH SOLE 19,402 0 0
AMERICAN ELEC PWR CO INC COM 025537101 2,912,920 26,658 SH SOLE 26,658 0 0
ETSY INC COM 29786A106 921,803 19,538 SH SOLE 19,538 0 0
AIRBNB INC COM CL A 009066101 7,304,740 61,148 SH SOLE 61,148 0 0
UNITY SOFTWARE INC COM 91332U101 495,588 25,298 SH SOLE 25,298 0 0
WEBSTER FINL CORP COM 947890109 642,055 12,455 SH SOLE 12,455 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 1,288,177 25,308 SH SOLE 25,308 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 2,772,688 18,912 SH SOLE 18,912 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 736,293 14,038 SH SOLE 14,038 0 0
TD SYNNEX CORPORATION COM 87162W100 1,165,600 11,212 SH SOLE 11,212 0 0
MOELIS & CO CL A 60786M105 725,415 12,430 SH SOLE 12,430 0 0
WILLIAMS SONOMA INC COM 969904101 2,308,418 14,601 SH SOLE 14,601 0 0
COREBRIDGE FINL INC COM 21871X109 923,265 29,245 SH SOLE 29,245 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 1,350,716 11,838 SH SOLE 11,838 0 0
RAMBUS INC DEL COM 750917106 680,634 13,146 SH SOLE 13,146 0 0
API GROUP CORP COM STK 00187Y100 747,456 20,902 SH SOLE 20,902 0 0
RLI CORP COM 749607107 956,248 11,904 SH SOLE 11,904 0 0
GAP INC COM 364760108 561,396 27,239 SH SOLE 27,239 0 0
BRUKER CORP COM 116794108 758,040 18,161 SH SOLE 18,161 0 0
DONALDSON INC COM 257651109 861,922 12,853 SH SOLE 12,853 0 0
OLD REP INTL CORP COM 680223104 1,499,694 38,238 SH SOLE 38,238 0 0
STAG INDL INC COM 85254J102 1,063,626 29,447 SH SOLE 29,447 0 0
HEALTHEQUITY INC COM 42226A107 969,154 10,967 SH SOLE 10,967 0 0
SITIO ROYALTIES CORP CLASS A COM 82983N108 363,939 18,316 SH SOLE 18,316 0 0
KONTOOR BRANDS INC COM 50050N103 717,294 11,185 SH SOLE 11,185 0 0
CSG SYS INTL INC COM 126349109 922,530 15,256 SH SOLE 15,256 0 0
FIRST HAWAIIAN INC COM 32051X108 536,165 21,938 SH SOLE 21,938 0 0
DOXIMITY INC CL A 26622P107 1,456,263 25,095 SH SOLE 25,095 0 0
PREMIER INC CL A 74051N102 656,002 34,025 SH SOLE 34,025 0 0
SOLVENTUM CORP COM SHS 83444M101 977,418 12,854 SH SOLE 12,854 0 0
TE CONNECTIVITY PLC ORD SHS G87052109 3,672,483 25,987 SH SOLE 25,987 0 0
HIMS & HERS HEALTH INC COM CL A 433000106 434,976 14,720 SH SOLE 14,720 0 0
LAZARD INC COM 52110M109 586,845 13,553 SH SOLE 13,553 0 0
CAPITAL ONE FINL CORP COM 14040H105 6,002,426 33,477 SH SOLE 33,477 0 0
3M CO COM 88579Y101 4,005,460 27,274 SH SOLE 27,274 0 0
SERVICENOW INC COM 81762P102 20,035,659 25,166 SH SOLE 25,166 0 0
S&P GLOBAL INC COM 78409V104 13,937,183 27,430 SH SOLE 27,430 0 0
KROGER CO COM 501044101 4,560,885 67,379 SH SOLE 67,379 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106 4,045,950 49,161 SH SOLE 49,161 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 12,016,741 21,997 SH SOLE 21,997 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 2,228,290 15,105 SH SOLE 15,105 0 0
AMAZON COM INC COM 023135106 146,241,256 768,639 SH SOLE 768,639 0 0
VISA INC COM CL A 92826C839 59,093,163 168,616 SH SOLE 168,616 0 0
ZOOM COMMUNICATIONS INC CL A 98980L101 3,238,134 43,895 SH SOLE 43,895 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 3,433,502 15,089 SH SOLE 15,089 0 0
EOG RES INC COM 26875P101 8,171,581 63,721 SH SOLE 63,721 0 0
WILLIAMS COS INC COM 969457100 1,082,015 18,106 SH SOLE 18,106 0 0
CHUBB LIMITED COM H1467J104 12,682,372 41,996 SH SOLE 41,996 0 0
PROGRESSIVE CORP COM 743315103 16,525,237 58,391 SH SOLE 58,391 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 5,056,721 79,759 SH SOLE 79,759 0 0
FREEPORT-MCMORAN INC CL B 35671D857 2,724,708 71,968 SH SOLE 71,968 0 0
GLOBAL PMTS INC COM 37940X102 1,204,318 12,299 SH SOLE 12,299 0 0
ILLUMINA INC COM 452327109 1,567,441 19,756 SH SOLE 19,756 0 0
AT&T INC COM 00206R102 13,153,141 465,104 SH SOLE 465,104 0 0
SCHWAB CHARLES CORP COM 808513105 6,340,993 81,004 SH SOLE 81,004 0 0
EMERSON ELEC CO COM 291011104 6,891,313 62,854 SH SOLE 62,854 0 0
WALMART INC COM 931142103 39,035,472 444,646 SH SOLE 444,646 0 0
ABBOTT LABS COM 002824100 22,265,170 167,849 SH SOLE 167,849 0 0
DIGITAL RLTY TR INC COM 253868103 3,621,655 25,275 SH SOLE 25,275 0 0
GENERAL MTRS CO COM 37045V100 2,824,340 60,054 SH SOLE 60,054 0 0
GENERAL MLS INC COM 370334104 3,431,707 57,396 SH SOLE 57,396 0 0
BROADCOM INC COM 11135F101 70,459,734 420,831 SH SOLE 420,831 0 0
QUALCOMM INC COM 747525103 20,890,346 135,996 SH SOLE 135,996 0 0
SEMPRA COM 816851109 3,588,266 50,284 SH SOLE 50,284 0 0
SYNOPSYS INC COM 871607107 7,215,401 16,825 SH SOLE 16,825 0 0
DYNATRACE INC COM NEW 268150109 2,864,504 60,753 SH SOLE 60,753 0 0
GARTNER INC COM 366651107 5,880,138 14,009 SH SOLE 14,009 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 2,640,884 31,616 SH SOLE 31,616 0 0
NORTHERN TR CORP COM 665859104 1,957,413 19,842 SH SOLE 19,842 0 0
CINCINNATI FINL CORP COM 172062101 1,636,442 11,078 SH SOLE 11,078 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103 1,194,820 59,091 SH SOLE 59,091 0 0
PRINCIPAL FINANCIAL GROUP IN COM 74251V102 2,221,125 26,326 SH SOLE 26,326 0 0
REVVITY INC COM 714046109 1,625,088 15,360 SH SOLE 15,360 0 0
EASTMAN CHEM CO COM 277432100 954,496 10,833 SH SOLE 10,833 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 2,349,542 32,824 SH SOLE 32,824 0 0
KELLANOVA COM 487836108 1,583,396 19,195 SH SOLE 19,195 0 0
LINCOLN NATL CORP IND COM 534187109 1,011,405 28,165 SH SOLE 28,165 0 0
VULCAN MATLS CO COM 929160109 2,453,150 10,515 SH SOLE 10,515 0 0
VOYA FINANCIAL INC COM 929089100 919,232 13,566 SH SOLE 13,566 0 0
WABTEC COM 929740108 2,267,963 12,506 SH SOLE 12,506 0 0
DTE ENERGY CO COM 233331107 2,078,198 15,030 SH SOLE 15,030 0 0
DEVON ENERGY CORP NEW COM 25179M103 2,266,477 60,601 SH SOLE 60,601 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 2,176,759 25,624 SH SOLE 25,624 0 0
BENTLEY SYS INC COM CL B 08265T208 468,736 11,915 SH SOLE 11,915 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104 505,158 47,079 SH SOLE 47,079 0 0
ROBLOX CORP CL A 771049103 2,373,744 40,723 SH SOLE 40,723 0 0
GRACO INC COM 384109104 1,121,038 13,424 SH SOLE 13,424 0 0
TOAST INC CL A 888787108 1,355,028 40,851 SH SOLE 40,851 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 4,170,851 51,677 SH SOLE 51,677 0 0
ALBERTSONS COS INC COMMON STOCK 013091103 1,090,242 49,579 SH SOLE 49,579 0 0
KENVUE INC COM 49177J102 4,556,176 189,999 SH SOLE 189,999 0 0
REMITLY GLOBAL INC COM 75960P104 367,037 17,646 SH SOLE 17,646 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 514,787 48,795 SH SOLE 48,795 0 0
BRIXMOR PPTY GROUP INC COM 11120U105 1,449,896 54,610 SH SOLE 54,610 0 0
US FOODS HLDG CORP COM 912008109 2,474,781 37,806 SH SOLE 37,806 0 0
REXFORD INDL RLTY INC COM 76169C100 670,131 17,117 SH SOLE 17,117 0 0
MAXIMUS INC COM 577933104 1,029,396 15,096 SH SOLE 15,096 0 0
AVIENT CORPORATION COM 05368V106 583,152 15,693 SH SOLE 15,693 0 0
ZURN ELKAY WATER SOLNS CORP COM 98983L108 590,606 17,908 SH SOLE 17,908 0 0
VONTIER CORPORATION COM 928881101 552,373 16,815 SH SOLE 16,815 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 534,962 46,038 SH SOLE 46,038 0 0
AVNET INC COM 053807103 651,139 13,540 SH SOLE 13,540 0 0
NEW JERSEY RES CORP COM 646025106 1,251,079 25,501 SH SOLE 25,501 0 0
FIRST INDL RLTY TR INC COM 32054K103 700,077 12,974 SH SOLE 12,974 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 558,116 31,532 SH SOLE 31,532 0 0
PARSONS CORP DEL COM 70202L102 629,343 10,629 SH SOLE 10,629 0 0
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 691,601 17,688 SH SOLE 17,688 0 0
CALIFORNIA WTR SVC GROUP COM 130788102 742,407 15,320 SH SOLE 15,320 0 0
BGC GROUP INC CL A 088929104 334,650 36,494 SH SOLE 36,494 0 0
ONE GAS INC COM 68235P108 764,290 10,111 SH SOLE 10,111 0 0
CARGURUS INC COM CL A 141788109 336,160 11,540 SH SOLE 11,540 0 0
CONCENTRA GROUP HOLDINGS PAR COMMON STOCK 20603L102 306,361 14,118 SH SOLE 14,118 0 0
AMERICAN HEALTHCARE REIT INC COM SHS 398182303 537,522 17,740 SH SOLE 17,740 0 0
ACADIA RLTY TR COM SH BEN INT 004239109 796,163 38,003 SH SOLE 38,003 0 0