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
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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
AMAZON COM INC COM 023135106 269,812 85,689 SH   SOLE   0 0 85,689
PROCTER AND GAMBLE CO COM 742718109 220,301 1,585,013 SH   SOLE   0 0 1,585,013
VISA INC COM CL A 92826C839 210,582 1,053,070 SH   SOLE   0 0 1,053,070
THERMO FISHER SCIENTIFIC INC COM 883556102 200,678 454,517 SH   SOLE   0 0 454,517
MICROSOFT CORP COM 594918104 200,171 951,700 SH   SOLE   0 0 951,700
FACEBOOK INC CL A 30303M102 195,997 748,364 SH   SOLE   0 0 748,364
AMGEN INC COM 031162100 187,946 739,480 SH   SOLE   0 0 739,480
NEXTERA ENERGY INC COM 65339F101 185,764 669,276 SH   SOLE   0 0 669,276
DANAHER CORPORATION COM 235851102 179,532 833,751 SH   SOLE   0 0 833,751
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 168,191 744,239 SH   SOLE   0 0 744,239
TEXAS INSTRS INC COM 882508104 165,597 1,159,727 SH   SOLE   0 0 1,159,727
HOME DEPOT INC COM 437076102 161,040 579,887 SH   SOLE   0 0 579,887
ADOBE SYSTEMS INCORPORATED COM 00724F101 160,650 327,570 SH   SOLE   0 0 327,570
APPLE INC COM 037833100 158,340 1,367,236 SH   SOLE   0 0 1,367,236
WALMART INC COM 931142103 156,954 1,121,822 SH   SOLE   0 0 1,121,822
ORACLE CORP COM 68389X105 154,888 2,594,447 SH   SOLE   0 0 2,594,447
SERVICENOW INC COM 81762P102 151,563 312,500 SH   SOLE   0 0 312,500
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 147,749 1,822,483 SH   SOLE   0 0 1,822,483
EQUINIX INC COM 29444U700 146,301 192,469 SH   SOLE   0 0 192,469
ABBVIE INC COM 00287Y109 144,701 1,652,031 SH   SOLE   0 0 1,652,031
PAYPAL HLDGS INC COM 70450Y103 135,064 685,500 SH   SOLE   0 0 685,500
INTEL CORP COM 458140100 134,960 2,606,419 SH   SOLE   0 0 2,606,419
EDWARDS LIFESCIENCES CORP COM 28176E108 133,510 1,672,641 SH   SOLE   0 0 1,672,641
GILEAD SCIENCES INC COM 375558103 130,166 2,059,914 SH   SOLE   0 0 2,059,914
QUALCOMM INC COM 747525103 129,106 1,097,090 SH   SOLE   0 0 1,097,090
PEPSICO INC COM 713448108 128,965 930,484 SH   SOLE   0 0 930,484
MASTERCARD INCORPORATED CL A 57636Q104 121,627 359,662 SH   SOLE   0 0 359,662
S&P GLOBAL INC COM 78409V104 118,169 327,700 SH   SOLE   0 0 327,700
MERCK & CO. INC COM 58933Y105 107,523 1,296,239 SH   SOLE   0 0 1,296,239
COSTCO WHSL CORP NEW COM 22160K105 105,463 297,080 SH   SOLE   0 0 297,080
JOHNSON & JOHNSON COM 478160104 102,092 685,736 SH   SOLE   0 0 685,736
VERIZON COMMUNICATIONS INC COM 92343V104 101,200 1,701,118 SH   SOLE   0 0 1,701,118
ALPHABET INC CAP STK CL A 02079K305 99,318 67,766 SH   SOLE   0 0 67,766
BIOGEN INC COM 09062X103 96,785 341,176 SH   SOLE   0 0 341,176
LILLY ELI & CO COM 532457108 89,231 602,832 SH   SOLE   0 0 602,832
INTERNATIONAL BUSINESS MACHS COM 459200101 86,513 711,050 SH   SOLE   0 0 711,050
UNITEDHEALTH GROUP INC COM 91324P102 86,424 277,203 SH   SOLE   0 0 277,203
NVIDIA CORPORATION COM 67066G104 85,421 157,830 SH   SOLE   0 0 157,830
ANTHEM INC COM 036752103 85,350 317,769 SH   SOLE   0 0 317,769
BRISTOL-MYERS SQUIBB CO COM 110122108 74,239 1,231,357 SH   SOLE   0 0 1,231,357
GOLDMAN SACHS GROUP INC COM 38141G104 71,387 355,214 SH   SOLE   0 0 355,214
HUMANA INC COM 444859102 68,252 164,903 SH   SOLE   0 0 164,903
TARGET CORP COM 87612E106 67,565 429,200 SH   SOLE   0 0 429,200
DOLLAR GEN CORP NEW COM 256677105 66,195 315,785 SH   SOLE   0 0 315,785
LAM RESEARCH CORP COM 512807108 64,647 194,866 SH   SOLE   0 0 194,866
MORGAN STANLEY COM NEW 617446448 62,793 1,298,722 SH   SOLE   0 0 1,298,722
BEST BUY INC COM 086516101 62,679 563,203 SH   SOLE   0 0 563,203
COLGATE PALMOLIVE CO COM 194162103 57,455 744,712 SH   SOLE   0 0 744,712
LOWES COS INC COM 548661107 55,942 337,283 SH   SOLE   0 0 337,283
APPLIED MATLS INC COM 038222105 55,428 932,349 SH   SOLE   0 0 932,349
ABBOTT LABS COM 002824100 53,991 496,100 SH   SOLE   0 0 496,100
CVS HEALTH CORP COM 126650100 52,095 892,046 SH   SOLE   0 0 892,046
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 51,901 747,643 SH   SOLE   0 0 747,643
CISCO SYS INC COM 17275R102 49,383 1,253,689 SH   SOLE   0 0 1,253,689
LOCKHEED MARTIN CORP COM 539830109 45,477 118,653 SH   SOLE   0 0 118,653
COCA COLA CO COM 191216100 45,055 912,593 SH   SOLE   0 0 912,593
UNITED PARCEL SERVICE INC CL B 911312106 43,774 262,700 SH   SOLE   0 0 262,700
CLOROX CO DEL COM 189054109 43,645 207,663 SH   SOLE   0 0 207,663
PHILIP MORRIS INTL INC COM 718172109 43,553 580,780 SH   SOLE   0 0 580,780
BROADCOM INC COM 11135F101 42,480 116,600 SH   SOLE   0 0 116,600
FASTENAL CO COM 311900104 40,836 905,655 SH   SOLE   0 0 905,655
SQUARE INC CL A 852234103 40,366 248,331 SH   SOLE   0 0 248,331
VERTEX PHARMACEUTICALS INC COM 92532F100 40,110 147,400 SH   SOLE   0 0 147,400
ACTIVISION BLIZZARD INC COM 00507V109 39,832 492,062 SH   SOLE   0 0 492,062
VEEVA SYS INC CL A COM 922475108 38,479 136,843 SH   SOLE   0 0 136,843
KIMBERLY CLARK CORP COM 494368103 38,359 259,781 SH   SOLE   0 0 259,781
AMERICAN TOWER CORP NEW COM 03027X100 34,973 144,677 SH   SOLE   0 0 144,677
CONOCOPHILLIPS COM 20825C104 34,899 1,062,701 SH   SOLE   0 0 1,062,701
DOMINOS PIZZA INC COM 25754A201 34,707 81,610 SH   SOLE   0 0 81,610
GUARDANT HEALTH INC COM 40131M109 34,426 307,978 SH   SOLE   0 0 307,978
HCA HEALTHCARE INC COM 40412C101 34,385 275,784 SH   SOLE   0 0 275,784
FORTINET INC COM 34959E109 34,345 291,531 SH   SOLE   0 0 291,531
OREILLY AUTOMOTIVE INC COM 67103H107 34,314 74,421 SH   SOLE   0 0 74,421
INTUIT COM 461202103 33,564 102,890 SH   SOLE   0 0 102,890
OKTA INC CL A 679295105 32,974 154,193 SH   SOLE   0 0 154,193
CUMMINS INC COM 231021106 32,803 155,348 SH   SOLE   0 0 155,348
PROGRESSIVE CORP COM 743315103 32,296 341,143 SH   SOLE   0 0 341,143
CADENCE DESIGN SYSTEM INC COM 127387108 31,852 298,719 SH   SOLE   0 0 298,719
METLIFE INC COM 59156R108 29,809 801,952 SH   SOLE   0 0 801,952
DATADOG INC CL A COM 23804L103 29,633 290,060 SH   SOLE   0 0 290,060
LAUDER ESTEE COS INC CL A 518439104 29,444 134,911 SH   SOLE   0 0 134,911
WALGREENS BOOTS ALLIANCE INC COM 931427108 29,400 818,473 SH   SOLE   0 0 818,473
CHURCH & DWIGHT INC COM 171340102 29,350 313,199 SH   SOLE   0 0 313,199
TJX COS INC NEW COM 872540109 29,068 522,342 SH   SOLE   0 0 522,342
ROBERT HALF INTL INC COM 770323103 28,216 532,972 SH   SOLE   0 0 532,972
SYNOPSYS INC COM 871607107 27,767 129,766 SH   SOLE   0 0 129,766
KROGER CO COM 501044101 27,500 810,957 SH   SOLE   0 0 810,957
TWILIO INC CL A 90138F102 27,094 109,654 SH   SOLE   0 0 109,654
HERSHEY CO COM 427866108 27,014 188,463 SH   SOLE   0 0 188,463
ELECTRONIC ARTS INC COM 285512109 26,486 203,101 SH   SOLE   0 0 203,101
CITRIX SYS INC COM 177376100 26,364 191,446 SH   SOLE   0 0 191,446
GENERAL MLS INC COM 370334104 25,578 414,690 SH   SOLE   0 0 414,690
AUTOZONE INC COM 053332102 24,964 21,198 SH   SOLE   0 0 21,198
CARRIER GLOBAL CORPORATION COM 14448C104 24,762 810,800 SH   SOLE   0 0 810,800
DUKE ENERGY CORP NEW COM NEW 26441C204 24,726 279,205 SH   SOLE   0 0 279,205
ALEXION PHARMACEUTICALS INC COM 015351109 24,637 215,300 SH   SOLE   0 0 215,300
LULULEMON ATHLETICA INC COM 550021109 24,574 74,608 SH   SOLE   0 0 74,608
HP INC COM 40434L105 24,539 1,292,215 SH   SOLE   0 0 1,292,215
MCKESSON CORP COM 58155Q103 24,435 164,072 SH   SOLE   0 0 164,072
REGENERON PHARMACEUTICALS COM 75886F107 24,406 43,600 SH   SOLE   0 0 43,600
TRACTOR SUPPLY CO COM 892356106 24,158 168,536 SH   SOLE   0 0 168,536
NEWMONT CORP COM 651639106 24,054 379,100 SH   SOLE   0 0 379,100
GRAINGER W W INC COM 384802104 23,749 66,567 SH   SOLE   0 0 66,567
WASTE MGMT INC DEL COM 94106L109 22,982 203,076 SH   SOLE   0 0 203,076
DOCUSIGN INC COM 256163106 22,614 105,064 SH   SOLE   0 0 105,064
NIKE INC CL B 654106103 22,250 177,234 SH   SOLE   0 0 177,234
ANSYS INC COM 03662Q105 22,194 67,823 SH   SOLE   0 0 67,823
EBAY INC. COM 278642103 22,002 422,300 SH   SOLE   0 0 422,300
PRUDENTIAL FINL INC COM 744320102 21,905 344,858 SH   SOLE   0 0 344,858
MONDELEZ INTL INC CL A 609207105 21,500 374,242 SH   SOLE   0 0 374,242
DOMINION ENERGY INC COM 25746U109 20,841 264,043 SH   SOLE   0 0 264,043
ROLLINS INC COM 775711104 20,640 380,890 SH   SOLE   0 0 380,890
ILLINOIS TOOL WKS INC COM 452308109 20,589 106,563 SH   SOLE   0 0 106,563
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 19,781 193,571 SH   SOLE   0 0 193,571
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 19,676 137,990 SH   SOLE   0 0 137,990
QUEST DIAGNOSTICS INC COM 74834L100 19,420 169,625 SH   SOLE   0 0 169,625
XCEL ENERGY INC COM 98389B100 19,377 280,791 SH   SOLE   0 0 280,791
WEST PHARMACEUTICAL SVSC INC COM 955306105 19,353 70,400 SH   SOLE   0 0 70,400
CROWN CASTLE INTL CORP NEW COM 22822V101 18,960 113,873 SH   SOLE   0 0 113,873
MCCORMICK & CO INC COM NON VTG 579780206 18,080 93,147 SH   SOLE   0 0 93,147
KLA CORP COM NEW 482480100 17,701 91,363 SH   SOLE   0 0 91,363
SALESFORCE COM INC COM 79466L302 17,533 69,764 SH   SOLE   0 0 69,764
MONSTER BEVERAGE CORP NEW COM 61174X109 17,188 214,312 SH   SOLE   0 0 214,312
TENABLE HLDGS INC COM 88025T102 17,015 450,732 SH   SOLE   0 0 450,732
FARFETCH LTD ORD SH CL A 30744W107 16,968 674,395 SH   SOLE   0 0 674,395
AMERICAN WTR WKS CO INC NEW COM 030420103 16,910 116,718 SH   SOLE   0 0 116,718
RESMED INC COM 761152107 16,717 97,515 SH   SOLE   0 0 97,515
ADVANCED MICRO DEVICES INC COM 007903107 16,660 203,200 SH   SOLE   0 0 203,200
IDEXX LABS INC COM 45168D104 16,221 41,263 SH   SOLE   0 0 41,263
EVERSOURCE ENERGY COM 30040W108 15,992 191,406 SH   SOLE   0 0 191,406
JONES LANG LASALLE INC COM 48020Q107 15,971 166,957 SH   SOLE   0 0 166,957
BILL COM HLDGS INC COM 090043100 15,789 157,401 SH   SOLE   0 0 157,401
PAYCHEX INC COM 704326107 15,662 196,337 SH   SOLE   0 0 196,337
CHECK POINT SOFTWARE TECH LT ORD M22465104 15,515 128,929 SH   SOLE   0 0 128,929
INTERCONTINENTAL EXCHANGE IN COM 45866F104 15,512 155,038 SH   SOLE   0 0 155,038
HENRY SCHEIN INC COM 806407102 15,247 259,397 SH   SOLE   0 0 259,397
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 15,227 183,500 SH   SOLE   0 0 183,500
MOLINA HEALTHCARE INC COM 60855R100 15,101 82,500 SH   SOLE   0 0 82,500
REPUBLIC SVCS INC COM 760759100 14,807 158,621 SH   SOLE   0 0 158,621
EXELON CORP COM 30161N101 14,190 396,822 SH   SOLE   0 0 396,822
CHARTER COMMUNICATIONS INC N CL A 16119P108 14,173 22,700 SH   SOLE   0 0 22,700
SEAGATE TECHNOLOGY PLC SHS G7945M107 14,110 286,389 SH   SOLE   0 0 286,389
SOUTHERN CO COM 842587107 14,053 259,192 SH   SOLE   0 0 259,192
HD SUPPLY HLDGS INC COM 40416M105 13,873 336,388 SH   SOLE   0 0 336,388
CONSOLIDATED EDISON INC COM 209115104 13,167 169,237 SH   SOLE   0 0 169,237
NETEASE INC SPONSORED ADS 64110W102 12,958 28,500 SH   SOLE   0 0 28,500
F5 NETWORKS INC COM 315616102 12,910 105,157 SH   SOLE   0 0 105,157
HORMEL FOODS CORP COM 440452100 12,870 263,249 SH   SOLE   0 0 263,249
NASDAQ INC COM 631103108 12,787 104,202 SH   SOLE   0 0 104,202
MASCO CORP COM 574599106 12,786 231,931 SH   SOLE   0 0 231,931
CMS ENERGY CORP COM 125896100 12,424 202,315 SH   SOLE   0 0 202,315
SKYWORKS SOLUTIONS INC COM 83088M102 12,349 84,871 SH   SOLE   0 0 84,871
ARROW ELECTRS INC COM 042735100 12,318 156,600 SH   SOLE   0 0 156,600
UNIVERSAL HLTH SVCS INC CL B 913903100 12,132 113,358 SH   SOLE   0 0 113,358
ENTERGY CORP NEW COM 29364G103 11,916 120,938 SH   SOLE   0 0 120,938
ROPER TECHNOLOGIES INC COM 776696106 11,681 29,564 SH   SOLE   0 0 29,564
EQUIFAX INC COM 294429105 11,633 74,142 SH   SOLE   0 0 74,142
BOOKING HOLDINGS INC COM 09857L108 11,602 6,782 SH   SOLE   0 0 6,782
LAS VEGAS SANDS CORP COM 517834107 11,588 248,352 SH   SOLE   0 0 248,352
NETAPP INC COM 64110D104 11,528 262,963 SH   SOLE   0 0 262,963
NUCOR CORP COM 670346105 11,513 256,652 SH   SOLE   0 0 256,652
SNAP ON INC COM 833034101 11,347 77,124 SH   SOLE   0 0 77,124
DAVITA INC COM 23918K108 11,114 129,756 SH   SOLE   0 0 129,756
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 11,007 43,600 SH   SOLE   0 0 43,600
MARKETAXESS HLDGS INC COM 57060D108 10,788 22,400 SH   SOLE   0 0 22,400
STEEL DYNAMICS INC COM 858119100 10,530 367,809 SH   SOLE   0 0 367,809
MOTOROLA SOLUTIONS INC COM NEW 620076307 10,479 66,827 SH   SOLE   0 0 66,827
ALLIANT ENERGY CORP COM 018802108 10,425 201,837 SH   SOLE   0 0 201,837
BAXTER INTL INC COM 071813109 10,302 128,100 SH   SOLE   0 0 128,100
DIGITAL RLTY TR INC COM 253868103 10,091 68,759 SH   SOLE   0 0 68,759
BERKLEY W R CORP COM 084423102 9,985 163,281 SH   SOLE   0 0 163,281
HENRY JACK & ASSOC INC COM 426281101 9,919 61,007 SH   SOLE   0 0 61,007
3M CO COM 88579Y101 9,794 61,145 SH   SOLE   0 0 61,145
FOX CORP CL A COM 35137L105 9,743 350,100 SH   SOLE   0 0 350,100
VERISK ANALYTICS INC COM 92345Y106 9,740 52,562 SH   SOLE   0 0 52,562
SLACK TECHNOLOGIES INC COM CL A 83088V102 9,717 361,772 SH   SOLE   0 0 361,772
IHS MARKIT LTD SHS G47567105 9,345 119,035 SH   SOLE   0 0 119,035
PULTE GROUP INC COM 745867101 9,287 200,621 SH   SOLE   0 0 200,621
METTLER TOLEDO INTERNATIONAL COM 592688105 9,109 9,432 SH   SOLE   0 0 9,432
WEC ENERGY GROUP INC COM 92939U106 9,009 92,967 SH   SOLE   0 0 92,967
PUBLIC STORAGE COM 74460D109 8,808 39,547 SH   SOLE   0 0 39,547
AVALONBAY CMNTYS INC COM 053484101 8,640 57,852 SH   SOLE   0 0 57,852
SOUTHWEST AIRLS CO COM 844741108 8,466 225,765 SH   SOLE   0 0 225,765
EXPEDITORS INTL WASH INC COM 302130109 8,345 92,191 SH   SOLE   0 0 92,191
LEAR CORP COM NEW 521865204 8,204 75,231 SH   SOLE   0 0 75,231
MAXIM INTEGRATED PRODS INC COM 57772K101 8,194 121,189 SH   SOLE   0 0 121,189
CDW CORP COM 12514G108 7,722 64,600 SH   SOLE   0 0 64,600
BORGWARNER INC COM 099724106 7,713 199,100 SH   SOLE   0 0 199,100
SMUCKER J M CO COM NEW 832696405 7,682 66,500 SH   SOLE   0 0 66,500
NUTANIX INC CL A 67059N108 7,682 346,341 SH   SOLE   0 0 346,341
ECOLAB INC COM 278865100 7,622 38,139 SH   SOLE   0 0 38,139
SBA COMMUNICATIONS CORP NEW CL A 78410G104 7,612 23,900 SH   SOLE   0 0 23,900
VISTRA CORP COM 92840M102 7,527 399,100 SH   SOLE   0 0 399,100
PINNACLE WEST CAP CORP COM 723484101 7,431 99,684 SH   SOLE   0 0 99,684
VIPSHOP HOLDINGS LIMITED SPONSORED ADS A 92763W103 7,221 461,700 SH   SOLE   0 0 461,700
MONGODB INC CL A 60937P106 7,095 30,647 SH   SOLE   0 0 30,647
FORTIVE CORP COM 34959J108 6,965 91,391 SH   SOLE   0 0 91,391
HOLOGIC INC COM 436440101 6,958 104,682 SH   SOLE   0 0 104,682
MOBILE TELESYSTEMS PJSC SPONSORED ADR 607409109 6,803 779,261 SH   SOLE   0 0 779,261
AUTODESK INC COM 052769106 6,630 28,700 SH   SOLE   0 0 28,700
COMCAST CORP NEW CL A 20030N101 6,597 142,601 SH   SOLE   0 0 142,601
SYNCHRONY FINANCIAL COM 87165B103 6,532 249,600 SH   SOLE   0 0 249,600
GODADDY INC CL A 380237107 6,512 85,719 SH   SOLE   0 0 85,719
TERADYNE INC COM 880770102 6,373 80,200 SH   SOLE   0 0 80,200
MOODYS CORP COM 615369105 6,348 21,900 SH   SOLE   0 0 21,900
IDEX CORP COM 45167R104 6,231 34,161 SH   SOLE   0 0 34,161
T-MOBILE US INC COM 872590104 6,124 53,550 SH   SOLE   0 0 53,550
ATMOS ENERGY CORP COM 049560105 6,112 63,936 SH   SOLE   0 0 63,936
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 6,044 37,776 SH   SOLE   0 0 37,776
CINCINNATI FINL CORP COM 172062101 6,019 77,200 SH   SOLE   0 0 77,200
ZOETIS INC CL A 98978V103 5,851 35,381 SH   SOLE   0 0 35,381
CBRE GROUP INC CL A 12504L109 5,749 122,400 SH   SOLE   0 0 122,400
KELLOGG CO COM 487836108 5,629 87,157 SH   SOLE   0 0 87,157
TRIMBLE INC COM 896239100 5,594 114,864 SH   SOLE   0 0 114,864
AGILENT TECHNOLOGIES INC COM 00846U101 5,510 54,584 SH   SOLE   0 0 54,584
RALPH LAUREN CORP CL A 751212101 5,394 79,364 SH   SOLE   0 0 79,364
FAIR ISAAC CORP COM 303250104 5,317 12,500 SH   SOLE   0 0 12,500
ARISTA NETWORKS INC COM 040413106 5,314 25,680 SH   SOLE   0 0 25,680
STRYKER CORPORATION COM 863667101 5,277 25,327 SH   SOLE   0 0 25,327
GARMIN LTD SHS H2906T109 5,241 55,253 SH   SOLE   0 0 55,253
FORTUNE BRANDS HOME & SEC IN COM 34964C106 5,190 59,983 SH   SOLE   0 0 59,983
JUNIPER NETWORKS INC COM 48203R104 5,154 239,723 SH   SOLE   0 0 239,723
TRANSUNION COM 89400J107 5,021 59,681 SH   SOLE   0 0 59,681
D R HORTON INC COM 23331A109 4,961 65,600 SH   SOLE   0 0 65,600
NVR INC COM 62944T105 4,875 1,194 SH   SOLE   0 0 1,194
EQUITY RESIDENTIAL SH BEN INT 29476L107 4,797 93,453 SH   SOLE   0 0 93,453
CAMPBELL SOUP CO COM 134429109 4,721 97,600 SH   SOLE   0 0 97,600
QORVO INC COM 74736K101 4,657 36,100 SH   SOLE   0 0 36,100
MOHAWK INDS INC COM 608190104 4,528 46,400 SH   SOLE   0 0 46,400
XILINX INC COM 983919101 4,503 43,200 SH   SOLE   0 0 43,200
JOYY INC ADS REPSTG COM A 46591M109 4,499 55,772 SH   SOLE   0 0 55,772
SHERWIN WILLIAMS CO COM 824348106 4,389 6,300 SH   SOLE   0 0 6,300
LENNOX INTL INC COM 526107107 4,247 15,580 SH   SOLE   0 0 15,580
CINTAS CORP COM 172908105 4,118 12,374 SH   SOLE   0 0 12,374
WAYFAIR INC CL A 94419L101 3,900 13,400 SH   SOLE   0 0 13,400
UNITED RENTALS INC COM 911363109 3,839 22,000 SH   SOLE   0 0 22,000
LKQ CORP COM 501889208 3,807 137,300 SH   SOLE   0 0 137,300
FIRSTENERGY CORP COM 337932107 3,775 131,500 SH   SOLE   0 0 131,500
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 3,764 28,512 SH   SOLE   0 0 28,512
BROWN FORMAN CORP CL B 115637209 3,658 48,572 SH   SOLE   0 0 48,572
ARCHER DANIELS MIDLAND CO COM 039483102 3,652 78,556 SH   SOLE   0 0 78,556
ALLEGION PLC ORD SHS G0176J109 3,618 36,579 SH   SOLE   0 0 36,579
IQVIA HLDGS INC COM 46266C105 3,569 22,640 SH   SOLE   0 0 22,640
NORTONLIFELOCK INC COM 668771108 3,243 155,600 SH   SOLE   0 0 155,600
INGREDION INC COM 457187102 3,154 41,680 SH   SOLE   0 0 41,680
DISCOVERY INC COM SER A 25470F104 2,917 134,000 SH   SOLE   0 0 134,000
NISOURCE INC COM 65473P105 2,868 130,342 SH   SOLE   0 0 130,342
EMERSON ELEC CO COM 291011104 2,819 42,997 SH   SOLE   0 0 42,997
VMWARE INC CL A COM 928563402 2,797 19,466 SH   SOLE   0 0 19,466
AMETEK INC COM 031100100 2,582 25,972 SH   SOLE   0 0 25,972
LINCOLN NATL CORP IND COM 534187109 2,397 76,497 SH   SOLE   0 0 76,497
EXTRA SPACE STORAGE INC COM 30225T102 2,387 22,307 SH   SOLE   0 0 22,307
VERACYTE INC COM 92337F107 2,339 72,004 SH   SOLE   0 0 72,004
THE REALREAL INC COM 88339P101 2,293 158,450 SH   SOLE   0 0 158,450
PALO ALTO NETWORKS INC COM 697435105 2,221 9,075 SH   SOLE   0 0 9,075
NEUROCRINE BIOSCIENCES INC COM 64125C109 2,106 21,900 SH   SOLE   0 0 21,900
CERNER CORP COM 156782104 1,988 27,495 SH   SOLE   0 0 27,495
VERISIGN INC COM 92343E102 1,926 9,400 SH   SOLE   0 0 9,400
LUMEN TECHNOLOGIES INC COM 156700106 1,851 183,400 SH   SOLE   0 0 183,400
AMERISOURCEBERGEN CORP COM 03073E105 1,754 18,100 SH   SOLE   0 0 18,100
GARTNER INC COM 366651107 1,697 13,578 SH   SOLE   0 0 13,578
HUNT J B TRANS SVCS INC COM 445658107 1,681 13,300 SH   SOLE   0 0 13,300
ALTRIA GROUP INC COM 02209S103 1,406 36,400 SH   SOLE   0 0 36,400
NIELSEN HLDGS PLC SHS EUR G6518L108 1,398 98,597 SH   SOLE   0 0 98,597
DXC TECHNOLOGY CO COM 23355L106 996 55,800 SH   SOLE   0 0 55,800