The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
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 | 282,765 | 91,389 | SH | SOLE | 0 | 0 | 91,389 | ||
TEXAS INSTRS INC | COM | 882508104 | 247,984 | 1,312,155 | SH | SOLE | 0 | 0 | 1,312,155 | ||
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 246,123 | 539,293 | SH | SOLE | 0 | 0 | 539,293 | ||
MICROSOFT CORP | COM | 594918104 | 228,588 | 969,536 | SH | SOLE | 0 | 0 | 969,536 | ||
ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | 219,984 | 796,321 | SH | SOLE | 0 | 0 | 796,321 | ||
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 215,563 | 1,822,483 | SH | SOLE | 0 | 0 | 1,822,483 | ||
FACEBOOK INC | CL A | 30303M102 | 213,111 | 723,564 | SH | SOLE | 0 | 0 | 723,564 | ||
DANAHER CORPORATION | COM | 235851102 | 210,801 | 936,562 | SH | SOLE | 0 | 0 | 936,562 | ||
VISA INC | COM CL A | 92826C839 | 190,564 | 900,034 | SH | SOLE | 0 | 0 | 900,034 | ||
PROCTER AND GAMBLE CO | COM | 742718109 | 178,762 | 1,319,959 | SH | SOLE | 0 | 0 | 1,319,959 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 178,006 | 478,420 | SH | SOLE | 0 | 0 | 478,420 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 176,302 | 726,000 | SH | SOLE | 0 | 0 | 726,000 | ||
NEXTERA ENERGY INC | COM | 65339F101 | 173,913 | 2,300,132 | SH | SOLE | 0 | 0 | 2,300,132 | ||
ORACLE CORP | COM | 68389X105 | 173,514 | 2,472,764 | SH | SOLE | 0 | 0 | 2,472,764 | ||
TARGET CORP | COM | 87612E106 | 171,913 | 867,941 | SH | SOLE | 0 | 0 | 867,941 | ||
JOHNSON & JOHNSON | COM | 478160104 | 168,687 | 1,026,388 | SH | SOLE | 0 | 0 | 1,026,388 | ||
SERVICENOW INC | COM | 81762P102 | 160,785 | 321,500 | SH | SOLE | 0 | 0 | 321,500 | ||
APPLE INC | COM | 037833100 | 157,226 | 1,287,152 | SH | SOLE | 0 | 0 | 1,287,152 | ||
HOME DEPOT INC | COM | 437076102 | 155,918 | 510,789 | SH | SOLE | 0 | 0 | 510,789 | ||
CISCO SYS INC | COM | 17275R102 | 144,854 | 2,801,276 | SH | SOLE | 0 | 0 | 2,801,276 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 139,356 | 67,566 | SH | SOLE | 0 | 0 | 67,566 | ||
ABBVIE INC | COM | 00287Y109 | 139,261 | 1,286,831 | SH | SOLE | 0 | 0 | 1,286,831 | ||
ADOBE SYSTEMS INCORPORATED | COM | 00724F101 | 138,690 | 291,751 | SH | SOLE | 0 | 0 | 291,751 | ||
AMGEN INC | COM | 031162100 | 137,165 | 551,286 | SH | SOLE | 0 | 0 | 551,286 | ||
WALMART INC | COM | 931142103 | 137,024 | 1,008,789 | SH | SOLE | 0 | 0 | 1,008,789 | ||
EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 132,568 | 1,584,980 | SH | SOLE | 0 | 0 | 1,584,980 | ||
PEPSICO INC | COM | 713448108 | 131,758 | 931,484 | SH | SOLE | 0 | 0 | 931,484 | ||
GILEAD SCIENCES INC | COM | 375558103 | 129,297 | 2,000,565 | SH | SOLE | 0 | 0 | 2,000,565 | ||
APPLIED MATLS INC | COM | 038222105 | 123,947 | 927,749 | SH | SOLE | 0 | 0 | 927,749 | ||
EQUINIX INC | COM | 29444U700 | 121,558 | 178,869 | SH | SOLE | 0 | 0 | 178,869 | ||
ANTHEM INC | COM | 036752103 | 114,422 | 318,769 | SH | SOLE | 0 | 0 | 318,769 | ||
S&P GLOBAL INC | COM | 78409V104 | 113,906 | 322,800 | SH | SOLE | 0 | 0 | 322,800 | ||
MORGAN STANLEY | COM NEW | 617446448 | 111,102 | 1,430,622 | SH | SOLE | 0 | 0 | 1,430,622 | ||
BROADCOM INC | COM | 11135F101 | 105,369 | 227,255 | SH | SOLE | 0 | 0 | 227,255 | ||
GOLDMAN SACHS GROUP INC | COM | 38141G104 | 102,748 | 314,214 | SH | SOLE | 0 | 0 | 314,214 | ||
LILLY ELI & CO | COM | 532457108 | 101,057 | 540,934 | SH | SOLE | 0 | 0 | 540,934 | ||
MERCK & CO. INC | COM | 58933Y105 | 99,727 | 1,293,639 | SH | SOLE | 0 | 0 | 1,293,639 | ||
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 97,827 | 1,682,318 | SH | SOLE | 0 | 0 | 1,682,318 | ||
ABBOTT LABS | COM | 002824100 | 91,470 | 763,267 | SH | SOLE | 0 | 0 | 763,267 | ||
COSTCO WHSL CORP NEW | COM | 22160K105 | 88,219 | 250,280 | SH | SOLE | 0 | 0 | 250,280 | ||
LOWES COS INC | COM | 548661107 | 83,917 | 441,251 | SH | SOLE | 0 | 0 | 441,251 | ||
BEST BUY INC | COM | 086516101 | 79,963 | 696,477 | SH | SOLE | 0 | 0 | 696,477 | ||
HUMANA INC | COM | 444859102 | 77,395 | 184,603 | SH | SOLE | 0 | 0 | 184,603 | ||
HP INC | COM | 40434L105 | 76,675 | 2,414,973 | SH | SOLE | 0 | 0 | 2,414,973 | ||
CVS HEALTH CORP | COM | 126650100 | 73,849 | 981,646 | SH | SOLE | 0 | 0 | 981,646 | ||
COLGATE PALMOLIVE CO | COM | 194162103 | 72,098 | 914,596 | SH | SOLE | 0 | 0 | 914,596 | ||
COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 71,322 | 912,980 | SH | SOLE | 0 | 0 | 912,980 | ||
QUALCOMM INC | COM | 747525103 | 70,199 | 529,441 | SH | SOLE | 0 | 0 | 529,441 | ||
BIOGEN INC | COM | 09062X103 | 69,636 | 248,922 | SH | SOLE | 0 | 0 | 248,922 | ||
UNITED PARCEL SERVICE INC | CL B | 911312106 | 69,544 | 409,109 | SH | SOLE | 0 | 0 | 409,109 | ||
HCA HEALTHCARE INC | COM | 40412C101 | 64,240 | 341,084 | SH | SOLE | 0 | 0 | 341,084 | ||
ALTRIA GROUP INC | COM | 02209S103 | 63,116 | 1,233,700 | SH | SOLE | 0 | 0 | 1,233,700 | ||
FASTENAL CO | COM | 311900104 | 61,364 | 1,220,455 | SH | SOLE | 0 | 0 | 1,220,455 | ||
ROBERT HALF INTL INC | COM | 770323103 | 61,236 | 784,372 | SH | SOLE | 0 | 0 | 784,372 | ||
KROGER CO | COM | 501044101 | 61,104 | 1,697,810 | SH | SOLE | 0 | 0 | 1,697,810 | ||
PHILIP MORRIS INTL INC | COM | 718172109 | 59,365 | 668,980 | SH | SOLE | 0 | 0 | 668,980 | ||
CARRIER GLOBAL CORPORATION | COM | 14448C104 | 59,184 | 1,401,800 | SH | SOLE | 0 | 0 | 1,401,800 | ||
ACTIVISION BLIZZARD INC | COM | 00507V109 | 58,849 | 632,787 | SH | SOLE | 0 | 0 | 632,787 | ||
BRISTOL-MYERS SQUIBB CO | COM | 110122108 | 57,786 | 915,357 | SH | SOLE | 0 | 0 | 915,357 | ||
SQUARE INC | CL A | 852234103 | 56,384 | 248,331 | SH | SOLE | 0 | 0 | 248,331 | ||
DOLLAR GEN CORP NEW | COM | 256677105 | 54,204 | 267,515 | SH | SOLE | 0 | 0 | 267,515 | ||
CLOROX CO DEL | COM | 189054109 | 53,373 | 276,714 | SH | SOLE | 0 | 0 | 276,714 | ||
ALEXION PHARMACEUTICALS INC | COM | 015351109 | 51,851 | 339,093 | SH | SOLE | 0 | 0 | 339,093 | ||
METTLER TOLEDO INTERNATIONAL | COM | 592688105 | 51,491 | 44,554 | SH | SOLE | 0 | 0 | 44,554 | ||
OREILLY AUTOMOTIVE INC | COM | 67103H107 | 50,026 | 98,621 | SH | SOLE | 0 | 0 | 98,621 | ||
NETAPP INC | COM | 64110D104 | 48,977 | 673,963 | SH | SOLE | 0 | 0 | 673,963 | ||
MCKESSON CORP | COM | 58155Q103 | 48,895 | 250,694 | SH | SOLE | 0 | 0 | 250,694 | ||
IDEXX LABS INC | COM | 45168D104 | 48,228 | 98,563 | SH | SOLE | 0 | 0 | 98,563 | ||
MOLINA HEALTHCARE INC | COM | 60855R100 | 48,094 | 205,743 | SH | SOLE | 0 | 0 | 205,743 | ||
FORTINET INC | COM | 34959E109 | 47,236 | 256,131 | SH | SOLE | 0 | 0 | 256,131 | ||
GUARDANT HEALTH INC | COM | 40131M109 | 47,013 | 307,978 | SH | SOLE | 0 | 0 | 307,978 | ||
AUTOZONE INC | COM | 053332102 | 46,620 | 33,198 | SH | SOLE | 0 | 0 | 33,198 | ||
VEEVA SYS INC | CL A COM | 922475108 | 45,467 | 174,043 | SH | SOLE | 0 | 0 | 174,043 | ||
NIKE INC | CL B | 654106103 | 45,373 | 341,434 | SH | SOLE | 0 | 0 | 341,434 | ||
DOMINOS PIZZA INC | COM | 25754A201 | 42,005 | 114,210 | SH | SOLE | 0 | 0 | 114,210 | ||
BOOZ ALLEN HAMILTON HLDG COR | CL A | 099502106 | 40,466 | 502,500 | SH | SOLE | 0 | 0 | 502,500 | ||
FARFETCH LTD | ORD SH CL A | 30744W107 | 40,253 | 759,195 | SH | SOLE | 0 | 0 | 759,195 | ||
TWILIO INC | CL A | 90138F102 | 39,912 | 117,127 | SH | SOLE | 0 | 0 | 117,127 | ||
ZEBRA TECHNOLOGIES CORPORATI | CL A | 989207105 | 39,833 | 82,100 | SH | SOLE | 0 | 0 | 82,100 | ||
LAUDER ESTEE COS INC | CL A | 518439104 | 38,948 | 133,911 | SH | SOLE | 0 | 0 | 133,911 | ||
GRAINGER W W INC | COM | 384802104 | 37,875 | 94,467 | SH | SOLE | 0 | 0 | 94,467 | ||
DATADOG INC | CL A COM | 23804L103 | 36,696 | 440,317 | SH | SOLE | 0 | 0 | 440,317 | ||
ROLLINS INC | COM | 775711104 | 36,275 | 1,053,884 | SH | SOLE | 0 | 0 | 1,053,884 | ||
KIMBERLY-CLARK CORP | COM | 494368103 | 36,085 | 259,510 | SH | SOLE | 0 | 0 | 259,510 | ||
KLA CORP | COM NEW | 482480100 | 36,027 | 109,041 | SH | SOLE | 0 | 0 | 109,041 | ||
EBAY INC. | COM | 278642103 | 36,018 | 588,146 | SH | SOLE | 0 | 0 | 588,146 | ||
CADENCE DESIGN SYSTEM INC | COM | 127387108 | 35,798 | 261,319 | SH | SOLE | 0 | 0 | 261,319 | ||
TRACTOR SUPPLY CO | COM | 892356106 | 35,440 | 200,136 | SH | SOLE | 0 | 0 | 200,136 | ||
LENNAR CORP | CL A | 526057104 | 35,228 | 348,000 | SH | SOLE | 0 | 0 | 348,000 | ||
CBRE GROUP INC | CL A | 12504L109 | 35,093 | 443,600 | SH | SOLE | 0 | 0 | 443,600 | ||
OKTA INC | CL A | 679295105 | 33,989 | 154,193 | SH | SOLE | 0 | 0 | 154,193 | ||
BILL COM HLDGS INC | COM | 090043100 | 33,174 | 228,001 | SH | SOLE | 0 | 0 | 228,001 | ||
CITRIX SYS INC | COM | 177376100 | 32,659 | 232,677 | SH | SOLE | 0 | 0 | 232,677 | ||
CHURCH & DWIGHT INC | COM | 171340102 | 32,197 | 368,599 | SH | SOLE | 0 | 0 | 368,599 | ||
FOX CORP | CL A COM | 35137L105 | 32,105 | 889,100 | SH | SOLE | 0 | 0 | 889,100 | ||
SYNOPSYS INC | COM | 871607107 | 31,449 | 126,925 | SH | SOLE | 0 | 0 | 126,925 | ||
GENERAL MLS INC | COM | 370334104 | 30,819 | 502,590 | SH | SOLE | 0 | 0 | 502,590 | ||
LOCKHEED MARTIN CORP | COM | 539830109 | 30,356 | 82,153 | SH | SOLE | 0 | 0 | 82,153 | ||
PULTE GROUP INC | COM | 745867101 | 30,154 | 575,021 | SH | SOLE | 0 | 0 | 575,021 | ||
HERSHEY CO | COM | 427866108 | 29,791 | 188,363 | SH | SOLE | 0 | 0 | 188,363 | ||
JAZZ PHARMACEUTICALS PLC | SHS USD | G50871105 | 28,871 | 175,648 | SH | SOLE | 0 | 0 | 175,648 | ||
UNIVERSAL HLTH SVCS INC | CL B | 913903100 | 28,860 | 216,358 | SH | SOLE | 0 | 0 | 216,358 | ||
SNAP ON INC | COM | 833034101 | 28,710 | 124,424 | SH | SOLE | 0 | 0 | 124,424 | ||
F5 NETWORKS INC | COM | 315616102 | 28,342 | 135,857 | SH | SOLE | 0 | 0 | 135,857 | ||
OTIS WORLDWIDE CORP | COM | 68902V107 | 27,825 | 406,500 | SH | SOLE | 0 | 0 | 406,500 | ||
HOLOGIC INC | COM | 436440101 | 27,155 | 365,082 | SH | SOLE | 0 | 0 | 365,082 | ||
PROGRESSIVE CORP | COM | 743315103 | 27,014 | 282,543 | SH | SOLE | 0 | 0 | 282,543 | ||
PELOTON INTERACTIVE INC | CL A COM | 70614W100 | 26,839 | 238,700 | SH | SOLE | 0 | 0 | 238,700 | ||
WASTE MGMT INC DEL | COM | 94106L109 | 26,265 | 203,576 | SH | SOLE | 0 | 0 | 203,576 | ||
MONSTER BEVERAGE CORP NEW | COM | 61174X109 | 25,989 | 285,312 | SH | SOLE | 0 | 0 | 285,312 | ||
MOHAWK INDS INC | COM | 608190104 | 25,904 | 134,700 | SH | SOLE | 0 | 0 | 134,700 | ||
RESMED INC | COM | 761152107 | 25,043 | 129,072 | SH | SOLE | 0 | 0 | 129,072 | ||
C H ROBINSON WORLDWIDE INC | COM NEW | 12541W209 | 24,389 | 255,565 | SH | SOLE | 0 | 0 | 255,565 | ||
ARROW ELECTRS INC | COM | 042735100 | 24,070 | 217,200 | SH | SOLE | 0 | 0 | 217,200 | ||
SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | 24,059 | 83,700 | SH | SOLE | 0 | 0 | 83,700 | ||
INTUIT | COM | 461202103 | 23,744 | 61,985 | SH | SOLE | 0 | 0 | 61,985 | ||
DOCUSIGN INC | COM | 256163106 | 23,482 | 115,990 | SH | SOLE | 0 | 0 | 115,990 | ||
WAYFAIR INC | CL A | 94419L101 | 23,386 | 74,300 | SH | SOLE | 0 | 0 | 74,300 | ||
ILLINOIS TOOL WKS INC | COM | 452308109 | 23,362 | 105,463 | SH | SOLE | 0 | 0 | 105,463 | ||
SEA LTD | SPONSORD ADS | 81141R100 | 23,216 | 104,000 | SH | SOLE | 0 | 0 | 104,000 | ||
3M CO | COM | 88579Y101 | 23,169 | 120,245 | SH | SOLE | 0 | 0 | 120,245 | ||
TERADYNE INC | COM | 880770102 | 23,022 | 189,200 | SH | SOLE | 0 | 0 | 189,200 | ||
LKQ CORP | COM | 501889208 | 22,846 | 539,700 | SH | SOLE | 0 | 0 | 539,700 | ||
MONDELEZ INTL INC | CL A | 609207105 | 22,431 | 383,242 | SH | SOLE | 0 | 0 | 383,242 | ||
DISCOVERY INC | COM SER A | 25470F104 | 22,247 | 511,900 | SH | SOLE | 0 | 0 | 511,900 | ||
NUCOR CORP | COM | 670346105 | 21,308 | 265,452 | SH | SOLE | 0 | 0 | 265,452 | ||
AMERICAN WTR WKS CO INC NEW | COM | 030420103 | 21,216 | 141,518 | SH | SOLE | 0 | 0 | 141,518 | ||
DAVITA INC | COM | 23918K108 | 20,989 | 194,756 | SH | SOLE | 0 | 0 | 194,756 | ||
SMUCKER J M CO | COM NEW | 832696405 | 20,688 | 163,500 | SH | SOLE | 0 | 0 | 163,500 | ||
ETSY INC | COM | 29786A106 | 20,611 | 102,200 | SH | SOLE | 0 | 0 | 102,200 | ||
SEAGATE TECHNOLOGY PLC | SHS | G7945M107 | 20,453 | 266,489 | SH | SOLE | 0 | 0 | 266,489 | ||
TENABLE HLDGS INC | COM | 88025T102 | 20,413 | 564,132 | SH | SOLE | 0 | 0 | 564,132 | ||
ELECTRONIC ARTS INC | COM | 285512109 | 20,149 | 148,845 | SH | SOLE | 0 | 0 | 148,845 | ||
STEEL DYNAMICS INC | COM | 858119100 | 19,848 | 391,009 | SH | SOLE | 0 | 0 | 391,009 | ||
WEST PHARMACEUTICAL SVSC INC | COM | 955306105 | 18,936 | 67,200 | SH | SOLE | 0 | 0 | 67,200 | ||
PAYCHEX INC | COM | 704326107 | 18,392 | 187,637 | SH | SOLE | 0 | 0 | 187,637 | ||
QUEST DIAGNOSTICS INC | COM | 74834L100 | 18,048 | 140,625 | SH | SOLE | 0 | 0 | 140,625 | ||
FAIR ISAAC CORP | COM | 303250104 | 17,595 | 36,200 | SH | SOLE | 0 | 0 | 36,200 | ||
LAM RESEARCH CORP | COM | 512807108 | 17,262 | 29,000 | SH | SOLE | 0 | 0 | 29,000 | ||
LENNOX INTL INC | COM | 526107107 | 16,975 | 54,480 | SH | SOLE | 0 | 0 | 54,480 | ||
AVERY DENNISON CORP | COM | 053611109 | 16,069 | 87,500 | SH | SOLE | 0 | 0 | 87,500 | ||
SKYWORKS SOLUTIONS INC | COM | 83088M102 | 16,068 | 87,571 | SH | SOLE | 0 | 0 | 87,571 | ||
REPUBLIC SVCS INC | COM | 760759100 | 15,948 | 160,521 | SH | SOLE | 0 | 0 | 160,521 | ||
MASCO CORP | COM | 574599106 | 15,839 | 264,431 | SH | SOLE | 0 | 0 | 264,431 | ||
ENPHASE ENERGY INC | COM | 29355A107 | 15,227 | 93,900 | SH | SOLE | 0 | 0 | 93,900 | ||
MAXIM INTEGRATED PRODS INC | COM | 57772K101 | 14,911 | 163,189 | SH | SOLE | 0 | 0 | 163,189 | ||
UNITED RENTALS INC | COM | 911363109 | 14,786 | 44,900 | SH | SOLE | 0 | 0 | 44,900 | ||
ALLSTATE CORP | COM | 020002101 | 14,615 | 127,200 | SH | SOLE | 0 | 0 | 127,200 | ||
TRIMBLE INC | COM | 896239100 | 14,614 | 187,864 | SH | SOLE | 0 | 0 | 187,864 | ||
CHECK POINT SOFTWARE TECH LT | ORD | M22465104 | 14,559 | 130,029 | SH | SOLE | 0 | 0 | 130,029 | ||
BLACKROCK INC | COM | 09247X101 | 14,551 | 19,300 | SH | SOLE | 0 | 0 | 19,300 | ||
EXPEDITORS INTL WASH INC | COM | 302130109 | 13,438 | 124,788 | SH | SOLE | 0 | 0 | 124,788 | ||
BAXTER INTL INC | COM | 071813109 | 13,157 | 156,000 | SH | SOLE | 0 | 0 | 156,000 | ||
DEERE & CO | COM | 244199105 | 12,833 | 34,300 | SH | SOLE | 0 | 0 | 34,300 | ||
MOTOROLA SOLUTIONS INC | COM NEW | 620076307 | 12,548 | 66,727 | SH | SOLE | 0 | 0 | 66,727 | ||
NEWMONT CORP | COM | 651639106 | 12,482 | 207,100 | SH | SOLE | 0 | 0 | 207,100 | ||
NASDAQ INC | COM | 631103108 | 12,166 | 82,502 | SH | SOLE | 0 | 0 | 82,502 | ||
VIPSHOP HOLDINGS LIMITED | SPONSORED ADS A | 92763W103 | 11,550 | 386,800 | SH | SOLE | 0 | 0 | 386,800 | ||
JFROG LTD | ORD SHS | M6191J100 | 11,499 | 259,155 | SH | SOLE | 0 | 0 | 259,155 | ||
MCCORMICK & CO INC | COM NON VTG | 579780206 | 11,421 | 128,094 | SH | SOLE | 0 | 0 | 128,094 | ||
HENRY SCHEIN INC | COM | 806407102 | 11,354 | 163,985 | SH | SOLE | 0 | 0 | 163,985 | ||
GENUINE PARTS CO | COM | 372460105 | 10,912 | 94,400 | SH | SOLE | 0 | 0 | 94,400 | ||
CUMMINS INC | COM | 231021106 | 10,598 | 40,900 | SH | SOLE | 0 | 0 | 40,900 | ||
VIATRIS INC | COM | 92556V106 | 10,547 | 755,000 | SH | SOLE | 0 | 0 | 755,000 | ||
SYNCHRONY FINANCIAL | COM | 87165B103 | 10,446 | 256,900 | SH | SOLE | 0 | 0 | 256,900 | ||
GENERAC HLDGS INC | COM | 368736104 | 10,315 | 31,500 | SH | SOLE | 0 | 0 | 31,500 | ||
CDW CORP | COM | 12514G108 | 10,277 | 62,000 | SH | SOLE | 0 | 0 | 62,000 | ||
DOORDASH INC | CL A | 25809K105 | 10,106 | 77,067 | SH | SOLE | 0 | 0 | 77,067 | ||
INTERNATIONAL PAPER CO | COM | 460146103 | 9,841 | 182,000 | SH | SOLE | 0 | 0 | 182,000 | ||
JUNIPER NETWORKS INC | COM | 48203R104 | 9,796 | 386,723 | SH | SOLE | 0 | 0 | 386,723 | ||
ADVANCED MICRO DEVICES INC | COM | 007903107 | 9,789 | 124,700 | SH | SOLE | 0 | 0 | 124,700 | ||
LABORATORY CORP AMER HLDGS | COM NEW | 50540R409 | 9,768 | 38,300 | SH | SOLE | 0 | 0 | 38,300 | ||
HORMEL FOODS CORP | COM | 440452100 | 9,735 | 203,749 | SH | SOLE | 0 | 0 | 203,749 | ||
NUTANIX INC | CL A | 67059N108 | 9,199 | 346,341 | SH | SOLE | 0 | 0 | 346,341 | ||
ANSYS INC | COM | 03662Q105 | 8,850 | 26,063 | SH | SOLE | 0 | 0 | 26,063 | ||
HENRY JACK & ASSOC INC | COM | 426281101 | 8,755 | 57,707 | SH | SOLE | 0 | 0 | 57,707 | ||
POOL CORP | COM | 73278L105 | 8,562 | 24,800 | SH | SOLE | 0 | 0 | 24,800 | ||
GARMIN LTD | SHS | H2906T109 | 7,971 | 60,453 | SH | SOLE | 0 | 0 | 60,453 | ||
ZOETIS INC | CL A | 98978V103 | 7,552 | 47,956 | SH | SOLE | 0 | 0 | 47,956 | ||
PACKAGING CORP AMER | COM | 695156109 | 7,396 | 55,000 | SH | SOLE | 0 | 0 | 55,000 | ||
TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 7,227 | 40,900 | SH | SOLE | 0 | 0 | 40,900 | ||
IDEX CORP | COM | 45167R104 | 7,067 | 33,761 | SH | SOLE | 0 | 0 | 33,761 | ||
AGILENT TECHNOLOGIES INC | COM | 00846U101 | 6,978 | 54,884 | SH | SOLE | 0 | 0 | 54,884 | ||
QORVO INC | COM | 74736K101 | 6,888 | 37,700 | SH | SOLE | 0 | 0 | 37,700 | ||
LEMONADE INC | COM | 52567D107 | 6,856 | 73,619 | SH | SOLE | 0 | 0 | 73,619 | ||
FORTUNE BRANDS HOME & SEC IN | COM | 34964C106 | 6,840 | 71,383 | SH | SOLE | 0 | 0 | 71,383 | ||
MOBILE TELESYSTEMS PJSC | SPONSORED ADR | 607409109 | 6,493 | 778,561 | SH | SOLE | 0 | 0 | 778,561 | ||
WESTERN UN CO | COM | 959802109 | 6,241 | 253,100 | SH | SOLE | 0 | 0 | 253,100 | ||
EPAM SYS INC | COM | 29414B104 | 5,871 | 14,800 | SH | SOLE | 0 | 0 | 14,800 | ||
PARKER-HANNIFIN CORP | COM | 701094104 | 5,867 | 18,600 | SH | SOLE | 0 | 0 | 18,600 | ||
D R HORTON INC | COM | 23331A109 | 5,748 | 64,500 | SH | SOLE | 0 | 0 | 64,500 | ||
EQUIFAX INC | COM | 294429105 | 5,659 | 31,242 | SH | SOLE | 0 | 0 | 31,242 | ||
NVR INC | COM | 62944T105 | 5,625 | 1,194 | SH | SOLE | 0 | 0 | 1,194 | ||
KELLOGG CO | COM | 487836108 | 5,542 | 87,557 | SH | SOLE | 0 | 0 | 87,557 | ||
XILINX INC | COM | 983919101 | 5,526 | 44,600 | SH | SOLE | 0 | 0 | 44,600 | ||
THE REALREAL INC | COM | 88339P101 | 5,464 | 241,444 | SH | SOLE | 0 | 0 | 241,444 | ||
SEALED AIR CORP NEW | COM | 81211K100 | 5,453 | 119,000 | SH | SOLE | 0 | 0 | 119,000 | ||
MASIMO CORP | COM | 574795100 | 5,397 | 23,500 | SH | SOLE | 0 | 0 | 23,500 | ||
AMERISOURCEBERGEN CORP | COM | 03073E105 | 5,352 | 45,329 | SH | SOLE | 0 | 0 | 45,329 | ||
GARTNER INC | COM | 366651107 | 5,199 | 28,478 | SH | SOLE | 0 | 0 | 28,478 | ||
AKAMAI TECHNOLOGIES INC | COM | 00971T101 | 5,177 | 50,800 | SH | SOLE | 0 | 0 | 50,800 | ||
VERISK ANALYTICS INC | COM | 92345Y106 | 5,034 | 28,489 | SH | SOLE | 0 | 0 | 28,489 | ||
OPEN TEXT CORP | COM | 683715106 | 5,024 | 105,300 | SH | SOLE | 0 | 0 | 105,300 | ||
CROWN HLDGS INC | COM | 228368106 | 4,871 | 50,200 | SH | SOLE | 0 | 0 | 50,200 | ||
PERKINELMER INC | COM | 714046109 | 4,849 | 37,800 | SH | SOLE | 0 | 0 | 37,800 | ||
CAMPBELL SOUP CO | COM | 134429109 | 4,751 | 94,500 | SH | SOLE | 0 | 0 | 94,500 | ||
ALLEGION PLC | ORD SHS | G0176J109 | 4,670 | 37,179 | SH | SOLE | 0 | 0 | 37,179 | ||
UGI CORP NEW | COM | 902681105 | 4,532 | 110,500 | SH | SOLE | 0 | 0 | 110,500 | ||
BLACK KNIGHT INC | COM | 09215C105 | 4,447 | 60,100 | SH | SOLE | 0 | 0 | 60,100 | ||
IQVIA HLDGS INC | COM | 46266C105 | 4,411 | 22,840 | SH | SOLE | 0 | 0 | 22,840 | ||
BROADRIDGE FINL SOLUTIONS IN | COM | 11133T103 | 4,304 | 28,112 | SH | SOLE | 0 | 0 | 28,112 | ||
CINTAS CORP | COM | 172908105 | 4,258 | 12,474 | SH | SOLE | 0 | 0 | 12,474 | ||
LULULEMON ATHLETICA INC | COM | 550021109 | 3,976 | 12,965 | SH | SOLE | 0 | 0 | 12,965 | ||
EMERSON ELEC CO | COM | 291011104 | 3,879 | 42,997 | SH | SOLE | 0 | 0 | 42,997 | ||
VERACYTE INC | COM | 92337F107 | 3,870 | 72,004 | SH | SOLE | 0 | 0 | 72,004 | ||
BROWN FORMAN CORP | CL B | 115637209 | 3,460 | 50,172 | SH | SOLE | 0 | 0 | 50,172 | ||
AMETEK INC | COM | 031100100 | 3,330 | 26,072 | SH | SOLE | 0 | 0 | 26,072 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 2,923 | 9,075 | SH | SOLE | 0 | 0 | 9,075 | ||
AMPHENOL CORP NEW | CL A | 032095101 | 2,784 | 42,200 | SH | SOLE | 0 | 0 | 42,200 | ||
WATERS CORP | COM | 941848103 | 2,046 | 7,200 | SH | SOLE | 0 | 0 | 7,200 | ||
AMERCO | COM | 023586100 | 2,022 | 3,300 | SH | SOLE | 0 | 0 | 3,300 | ||
CERNER CORP | COM | 156782104 | 1,976 | 27,495 | SH | SOLE | 0 | 0 | 27,495 | ||
AVANTOR INC | COM | 05352A100 | 1,970 | 68,100 | SH | SOLE | 0 | 0 | 68,100 | ||
AFFIRM HLDGS INC | COM CL A | 00827B106 | 1,757 | 24,839 | SH | SOLE | 0 | 0 | 24,839 | ||
DXC TECHNOLOGY CO | COM | 23355L106 | 1,744 | 55,800 | SH | SOLE | 0 | 0 | 55,800 | ||
PTC INC | COM | 69370C100 | 1,142 | 8,300 | SH | SOLE | 0 | 0 | 8,300 | ||
NEWS CORP NEW | CL A | 65249B109 | 819 | 32,200 | SH | SOLE | 0 | 0 | 32,200 | ||
BERKELEY LTS INC | COM | 084310101 | 778 | 15,490 | SH | SOLE | 0 | 0 | 15,490 | ||
RAYMOND JAMES FINL INC | COM | 754730109 | 735 | 6,000 | SH | SOLE | 0 | 0 | 6,000 | ||
PRICE T ROWE GROUP INC | COM | 74144T108 | 669 | 3,900 | SH | SOLE | 0 | 0 | 3,900 |