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 |
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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 | 282,743 | 82,189 | SH | SOLE | 0 | 0 | 82,189 | ||
MICROSOFT CORP | COM | 594918104 | 263,541 | 972,836 | SH | SOLE | 0 | 0 | 972,836 | ||
TEXAS INSTRS INC | COM | 882508104 | 260,673 | 1,355,555 | SH | SOLE | 0 | 0 | 1,355,555 | ||
FACEBOOK INC | CL A | 30303M102 | 251,173 | 722,364 | SH | SOLE | 0 | 0 | 722,364 | ||
ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | 251,049 | 851,621 | SH | SOLE | 0 | 0 | 851,621 | ||
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 245,059 | 485,776 | SH | SOLE | 0 | 0 | 485,776 | ||
VISA INC | COM CL A | 92826C839 | 239,182 | 1,022,934 | SH | SOLE | 0 | 0 | 1,022,934 | ||
DANAHER CORPORATION | COM | 235851102 | 234,480 | 873,751 | SH | SOLE | 0 | 0 | 873,751 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 228,419 | 570,420 | SH | SOLE | 0 | 0 | 570,420 | ||
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 218,990 | 1,822,483 | SH | SOLE | 0 | 0 | 1,822,483 | ||
ORACLE CORP | COM | 68389X105 | 216,190 | 2,777,364 | SH | SOLE | 0 | 0 | 2,777,364 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 211,236 | 724,700 | SH | SOLE | 0 | 0 | 724,700 | ||
TARGET CORP | COM | 87612E106 | 210,710 | 871,641 | SH | SOLE | 0 | 0 | 871,641 | ||
JOHNSON & JOHNSON | COM | 478160104 | 196,500 | 1,192,788 | SH | SOLE | 0 | 0 | 1,192,788 | ||
HOME DEPOT INC | COM | 437076102 | 193,308 | 606,189 | SH | SOLE | 0 | 0 | 606,189 | ||
PROCTER AND GAMBLE CO | COM | 742718109 | 184,579 | 1,367,959 | SH | SOLE | 0 | 0 | 1,367,959 | ||
APPLE INC | COM | 037833100 | 177,384 | 1,295,152 | SH | SOLE | 0 | 0 | 1,295,152 | ||
SERVICENOW INC | COM | 81762P102 | 176,680 | 321,500 | SH | SOLE | 0 | 0 | 321,500 | ||
ADOBE SYSTEMS INCORPORATED | COM | 00724F101 | 172,911 | 295,251 | SH | SOLE | 0 | 0 | 295,251 | ||
NEXTERA ENERGY INC | COM | 65339F101 | 168,554 | 2,300,132 | SH | SOLE | 0 | 0 | 2,300,132 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 164,982 | 67,566 | SH | SOLE | 0 | 0 | 67,566 | ||
EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 164,156 | 1,584,980 | SH | SOLE | 0 | 0 | 1,584,980 | ||
CISCO SYS INC | COM | 17275R102 | 155,612 | 2,936,076 | SH | SOLE | 0 | 0 | 2,936,076 | ||
PEPSICO INC | COM | 713448108 | 150,109 | 1,013,084 | SH | SOLE | 0 | 0 | 1,013,084 | ||
ABBVIE INC | COM | 00287Y109 | 150,029 | 1,331,931 | SH | SOLE | 0 | 0 | 1,331,931 | ||
LOWES COS INC | COM | 548661107 | 149,677 | 771,651 | SH | SOLE | 0 | 0 | 771,651 | ||
WALMART INC | COM | 931142103 | 148,901 | 1,055,889 | SH | SOLE | 0 | 0 | 1,055,889 | ||
EQUINIX INC | COM | 29444U700 | 143,560 | 178,869 | SH | SOLE | 0 | 0 | 178,869 | ||
GILEAD SCIENCES INC | COM | 375558103 | 140,761 | 2,044,165 | SH | SOLE | 0 | 0 | 2,044,165 | ||
GOLDMAN SACHS GROUP INC | COM | 38141G104 | 138,913 | 366,014 | SH | SOLE | 0 | 0 | 366,014 | ||
MORGAN STANLEY | COM NEW | 617446448 | 138,912 | 1,515,022 | SH | SOLE | 0 | 0 | 1,515,022 | ||
AMGEN INC | COM | 031162100 | 134,985 | 553,786 | SH | SOLE | 0 | 0 | 553,786 | ||
S&P GLOBAL INC | COM | 78409V104 | 132,493 | 322,800 | SH | SOLE | 0 | 0 | 322,800 | ||
ANTHEM INC | COM | 036752103 | 131,442 | 344,269 | SH | SOLE | 0 | 0 | 344,269 | ||
BRISTOL-MYERS SQUIBB CO | COM | 110122108 | 120,099 | 1,797,357 | SH | SOLE | 0 | 0 | 1,797,357 | ||
COSTCO WHSL CORP NEW | COM | 22160K105 | 115,908 | 292,942 | SH | SOLE | 0 | 0 | 292,942 | ||
BIOGEN INC | COM | 09062X103 | 84,844 | 245,022 | SH | SOLE | 0 | 0 | 245,022 | ||
UNITED PARCEL SERVICE INC | CL B | 911312106 | 84,540 | 406,500 | SH | SOLE | 0 | 0 | 406,500 | ||
CVS HEALTH CORP | COM | 126650100 | 83,861 | 1,005,046 | SH | SOLE | 0 | 0 | 1,005,046 | ||
HP INC | COM | 40434L105 | 82,572 | 2,735,073 | SH | SOLE | 0 | 0 | 2,735,073 | ||
HCA HEALTHCARE INC | COM | 40412C101 | 81,928 | 396,284 | SH | SOLE | 0 | 0 | 396,284 | ||
BEST BUY INC | COM | 086516101 | 81,116 | 705,477 | SH | SOLE | 0 | 0 | 705,477 | ||
HUMANA INC | COM | 444859102 | 80,931 | 182,803 | SH | SOLE | 0 | 0 | 182,803 | ||
ALTRIA GROUP INC | COM | 02209S103 | 80,136 | 1,680,700 | SH | SOLE | 0 | 0 | 1,680,700 | ||
PHILIP MORRIS INTL INC | COM | 718172109 | 78,037 | 787,380 | SH | SOLE | 0 | 0 | 787,380 | ||
BROADCOM INC | COM | 11135F101 | 76,819 | 161,100 | SH | SOLE | 0 | 0 | 161,100 | ||
QUALCOMM INC | COM | 747525103 | 75,687 | 529,541 | SH | SOLE | 0 | 0 | 529,541 | ||
COLGATE PALMOLIVE CO | COM | 194162103 | 75,167 | 923,996 | SH | SOLE | 0 | 0 | 923,996 | ||
ROBERT HALF INTL INC | COM | 770323103 | 72,864 | 818,972 | SH | SOLE | 0 | 0 | 818,972 | ||
KROGER CO | COM | 501044101 | 67,947 | 1,773,610 | SH | SOLE | 0 | 0 | 1,773,610 | ||
APPLIED MATLS INC | COM | 038222105 | 64,859 | 455,468 | SH | SOLE | 0 | 0 | 455,468 | ||
FASTENAL CO | COM | 311900104 | 63,848 | 1,227,855 | SH | SOLE | 0 | 0 | 1,227,855 | ||
COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 63,281 | 913,680 | SH | SOLE | 0 | 0 | 913,680 | ||
ALEXION PHARMACEUTICALS INC | COM | 015351109 | 62,405 | 339,693 | SH | SOLE | 0 | 0 | 339,693 | ||
IDEXX LABS INC | COM | 45168D104 | 62,121 | 98,363 | SH | SOLE | 0 | 0 | 98,363 | ||
ACTIVISION BLIZZARD INC | COM | 00507V109 | 62,006 | 649,687 | SH | SOLE | 0 | 0 | 649,687 | ||
METTLER TOLEDO INTERNATIONAL | COM | 592688105 | 61,722 | 44,554 | SH | SOLE | 0 | 0 | 44,554 | ||
AUTOZONE INC | COM | 053332102 | 61,327 | 41,098 | SH | SOLE | 0 | 0 | 41,098 | ||
FORTINET INC | COM | 34959E109 | 61,175 | 256,831 | SH | SOLE | 0 | 0 | 256,831 | ||
SQUARE INC | CL A | 852234103 | 60,543 | 248,331 | SH | SOLE | 0 | 0 | 248,331 | ||
MERCK & CO INC | COM | 58933Y105 | 60,405 | 776,709 | SH | SOLE | 0 | 0 | 776,709 | ||
LILLY ELI & CO | COM | 532457108 | 60,355 | 263,132 | SH | SOLE | 0 | 0 | 263,132 | ||
INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 59,618 | 406,700 | SH | SOLE | 0 | 0 | 406,700 | ||
OREILLY AUTOMOTIVE INC | COM | 67103H107 | 58,671 | 103,621 | SH | SOLE | 0 | 0 | 103,621 | ||
DOLLAR GEN CORP NEW | COM | 256677105 | 58,537 | 270,515 | SH | SOLE | 0 | 0 | 270,515 | ||
NETAPP INC | COM | 64110D104 | 54,874 | 670,663 | SH | SOLE | 0 | 0 | 670,663 | ||
MOLINA HEALTHCARE INC | COM | 60855R100 | 54,697 | 216,143 | SH | SOLE | 0 | 0 | 216,143 | ||
DOMINOS PIZZA INC | COM | 25754A201 | 53,931 | 115,610 | SH | SOLE | 0 | 0 | 115,610 | ||
NIKE INC | CL B | 654106103 | 53,428 | 345,834 | SH | SOLE | 0 | 0 | 345,834 | ||
DATADOG INC | CL A COM | 23804L103 | 51,248 | 492,394 | SH | SOLE | 0 | 0 | 492,394 | ||
CLOROX CO DEL | COM | 189054109 | 50,359 | 279,914 | SH | SOLE | 0 | 0 | 279,914 | ||
LAUDER ESTEE COS INC | CL A | 518439104 | 49,529 | 155,711 | SH | SOLE | 0 | 0 | 155,711 | ||
MCKESSON CORP | COM | 58155Q103 | 48,402 | 253,094 | SH | SOLE | 0 | 0 | 253,094 | ||
OTIS WORLDWIDE CORP | COM | 68902V107 | 48,310 | 590,800 | SH | SOLE | 0 | 0 | 590,800 | ||
SNAP ON INC | COM | 833034101 | 46,434 | 207,824 | SH | SOLE | 0 | 0 | 207,824 | ||
TWILIO INC | CL A | 90138F102 | 46,167 | 117,127 | SH | SOLE | 0 | 0 | 117,127 | ||
ZEBRA TECHNOLOGIES CORPORATI | CL A | 989207105 | 44,424 | 83,900 | SH | SOLE | 0 | 0 | 83,900 | ||
BOOZ ALLEN HAMILTON HLDG COR | CL A | 099502106 | 42,684 | 501,100 | SH | SOLE | 0 | 0 | 501,100 | ||
3M CO | COM | 88579Y101 | 42,218 | 212,545 | SH | SOLE | 0 | 0 | 212,545 | ||
BILL COM HLDGS INC | COM | 090043100 | 41,765 | 228,001 | SH | SOLE | 0 | 0 | 228,001 | ||
HERSHEY CO | COM | 427866108 | 41,710 | 239,463 | SH | SOLE | 0 | 0 | 239,463 | ||
EBAY INC. | COM | 278642103 | 41,266 | 587,746 | SH | SOLE | 0 | 0 | 587,746 | ||
GRAINGER W W INC | COM | 384802104 | 40,982 | 93,567 | SH | SOLE | 0 | 0 | 93,567 | ||
OKTA INC | CL A | 679295105 | 40,218 | 164,368 | SH | SOLE | 0 | 0 | 164,368 | ||
JAZZ PHARMACEUTICALS PLC | SHS USD | G50871105 | 38,308 | 215,648 | SH | SOLE | 0 | 0 | 215,648 | ||
GUARDANT HEALTH INC | COM | 40131M109 | 38,248 | 307,978 | SH | SOLE | 0 | 0 | 307,978 | ||
FARFETCH LTD | ORD SH CL A | 30744W107 | 38,233 | 759,195 | SH | SOLE | 0 | 0 | 759,195 | ||
INTUIT | COM | 461202103 | 37,932 | 77,385 | SH | SOLE | 0 | 0 | 77,385 | ||
CBRE GROUP INC | CL A | 12504L109 | 37,670 | 439,400 | SH | SOLE | 0 | 0 | 439,400 | ||
TRACTOR SUPPLY CO | COM | 892356106 | 37,014 | 198,936 | SH | SOLE | 0 | 0 | 198,936 | ||
ROLLINS INC | COM | 775711104 | 36,173 | 1,057,684 | SH | SOLE | 0 | 0 | 1,057,684 | ||
CADENCE DESIGN SYSTEM INC | COM | 127387108 | 35,781 | 261,519 | SH | SOLE | 0 | 0 | 261,519 | ||
VEEVA SYS INC | CL A COM | 922475108 | 35,524 | 114,243 | SH | SOLE | 0 | 0 | 114,243 | ||
KIMBERLY-CLARK CORP | COM | 494368103 | 35,426 | 264,810 | SH | SOLE | 0 | 0 | 264,810 | ||
KLA CORP | COM NEW | 482480100 | 35,028 | 108,041 | SH | SOLE | 0 | 0 | 108,041 | ||
LENNAR CORP | CL A | 526057104 | 35,001 | 352,300 | SH | SOLE | 0 | 0 | 352,300 | ||
DOCUSIGN INC | COM | 256163106 | 34,385 | 122,992 | SH | SOLE | 0 | 0 | 122,992 | ||
SMUCKER J M CO | COM NEW | 832696405 | 34,142 | 263,500 | SH | SOLE | 0 | 0 | 263,500 | ||
LKQ CORP | COM | 501889208 | 33,986 | 690,500 | SH | SOLE | 0 | 0 | 690,500 | ||
GENERAL MLS INC | COM | 370334104 | 33,761 | 554,090 | SH | SOLE | 0 | 0 | 554,090 | ||
FOX CORP | CL A COM | 35137L105 | 33,124 | 892,100 | SH | SOLE | 0 | 0 | 892,100 | ||
CHURCH & DWIGHT INC | COM | 171340102 | 32,043 | 375,999 | SH | SOLE | 0 | 0 | 375,999 | ||
UNIVERSAL HLTH SVCS INC | CL B | 913903100 | 31,886 | 217,758 | SH | SOLE | 0 | 0 | 217,758 | ||
PULTE GROUP INC | COM | 745867101 | 31,684 | 580,621 | SH | SOLE | 0 | 0 | 580,621 | ||
CARRIER GLOBAL CORPORATION | COM | 14448C104 | 31,668 | 651,600 | SH | SOLE | 0 | 0 | 651,600 | ||
LOCKHEED MARTIN CORP | COM | 539830109 | 31,347 | 82,853 | SH | SOLE | 0 | 0 | 82,853 | ||
SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | 30,622 | 110,800 | SH | SOLE | 0 | 0 | 110,800 | ||
L BRANDS INC | COM | 501797104 | 30,294 | 420,400 | SH | SOLE | 0 | 0 | 420,400 | ||
CITRIX SYS INC | COM | 177376100 | 29,889 | 254,877 | SH | SOLE | 0 | 0 | 254,877 | ||
PELOTON INTERACTIVE INC | CL A COM | 70614W100 | 29,604 | 238,700 | SH | SOLE | 0 | 0 | 238,700 | ||
WASTE MGMT INC DEL | COM | 94106L109 | 28,929 | 206,476 | SH | SOLE | 0 | 0 | 206,476 | ||
SEA LTD | SPONSORD ADS | 81141R100 | 28,558 | 104,000 | SH | SOLE | 0 | 0 | 104,000 | ||
PROGRESSIVE CORP | COM | 743315103 | 27,758 | 282,643 | SH | SOLE | 0 | 0 | 282,643 | ||
MOHAWK INDS INC | COM | 608190104 | 27,426 | 142,700 | SH | SOLE | 0 | 0 | 142,700 | ||
MONDELEZ INTL INC | CL A | 609207105 | 26,558 | 425,342 | SH | SOLE | 0 | 0 | 425,342 | ||
SYNOPSYS INC | COM | 871607107 | 26,262 | 95,225 | SH | SOLE | 0 | 0 | 95,225 | ||
LENNOX INTL INC | COM | 526107107 | 25,742 | 73,380 | SH | SOLE | 0 | 0 | 73,380 | ||
NUCOR CORP | COM | 670346105 | 25,331 | 264,052 | SH | SOLE | 0 | 0 | 264,052 | ||
TERADYNE INC | COM | 880770102 | 25,064 | 187,100 | SH | SOLE | 0 | 0 | 187,100 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 24,863 | 68,100 | SH | SOLE | 0 | 0 | 68,100 | ||
ARROW ELECTRS INC | COM | 042735100 | 24,621 | 216,300 | SH | SOLE | 0 | 0 | 216,300 | ||
HOLOGIC INC | COM | 436440101 | 24,305 | 364,282 | SH | SOLE | 0 | 0 | 364,282 | ||
F5 NETWORKS INC | COM | 315616102 | 24,295 | 130,157 | SH | SOLE | 0 | 0 | 130,157 | ||
WEST PHARMACEUTICAL SVSC INC | COM | 955306105 | 24,275 | 67,600 | SH | SOLE | 0 | 0 | 67,600 | ||
C H ROBINSON WORLDWIDE INC | COM NEW | 12541W209 | 24,239 | 258,765 | SH | SOLE | 0 | 0 | 258,765 | ||
ABBOTT LABS | COM | 002824100 | 23,986 | 206,900 | SH | SOLE | 0 | 0 | 206,900 | ||
WAYFAIR INC | CL A | 94419L101 | 23,931 | 75,800 | SH | SOLE | 0 | 0 | 75,800 | ||
QUEST DIAGNOSTICS INC | COM | 74834L100 | 23,811 | 180,425 | SH | SOLE | 0 | 0 | 180,425 | ||
ETSY INC | COM | 29786A106 | 23,445 | 113,900 | SH | SOLE | 0 | 0 | 113,900 | ||
ILLINOIS TOOL WKS INC | COM | 452308109 | 23,376 | 104,563 | SH | SOLE | 0 | 0 | 104,563 | ||
TENABLE HLDGS INC | COM | 88025T102 | 23,327 | 564,132 | SH | SOLE | 0 | 0 | 564,132 | ||
AMERISOURCEBERGEN CORP | COM | 03073E105 | 22,901 | 200,029 | SH | SOLE | 0 | 0 | 200,029 | ||
DOORDASH INC | CL A | 25809K105 | 22,704 | 127,313 | SH | SOLE | 0 | 0 | 127,313 | ||
LABORATORY CORP AMER HLDGS | COM NEW | 50540R409 | 21,847 | 79,200 | SH | SOLE | 0 | 0 | 79,200 | ||
GENUINE PARTS CO | COM | 372460105 | 21,803 | 172,400 | SH | SOLE | 0 | 0 | 172,400 | ||
ELECTRONIC ARTS INC | COM | 285512109 | 21,480 | 149,345 | SH | SOLE | 0 | 0 | 149,345 | ||
EXPEDITORS INTL WASH INC | COM | 302130109 | 21,432 | 169,288 | SH | SOLE | 0 | 0 | 169,288 | ||
AVERY DENNISON CORP | COM | 053611109 | 20,561 | 97,800 | SH | SOLE | 0 | 0 | 97,800 | ||
PAYCHEX INC | COM | 704326107 | 20,058 | 186,937 | SH | SOLE | 0 | 0 | 186,937 | ||
LAM RESEARCH CORP | COM | 512807108 | 18,870 | 29,000 | SH | SOLE | 0 | 0 | 29,000 | ||
UNITED RENTALS INC | COM | 911363109 | 18,758 | 58,800 | SH | SOLE | 0 | 0 | 58,800 | ||
FAIR ISAAC CORP | COM | 303250104 | 18,750 | 37,300 | SH | SOLE | 0 | 0 | 37,300 | ||
SEALED AIR CORP NEW | COM | 81211K100 | 18,593 | 313,800 | SH | SOLE | 0 | 0 | 313,800 | ||
DAVITA INC | COM | 23918K108 | 18,192 | 151,056 | SH | SOLE | 0 | 0 | 151,056 | ||
REPUBLIC SVCS INC | COM | 760759100 | 17,725 | 161,121 | SH | SOLE | 0 | 0 | 161,121 | ||
RESMED INC | COM | 761152107 | 17,605 | 71,415 | SH | SOLE | 0 | 0 | 71,415 | ||
MAXIM INTEGRATED PRODS INC | COM | 57772K101 | 17,183 | 163,089 | SH | SOLE | 0 | 0 | 163,089 | ||
SKYWORKS SOLUTIONS INC | COM | 83088M102 | 16,811 | 87,671 | SH | SOLE | 0 | 0 | 87,671 | ||
ALLSTATE CORP | COM | 020002101 | 16,644 | 127,600 | SH | SOLE | 0 | 0 | 127,600 | ||
BLACKROCK INC | COM | 09247X101 | 16,624 | 19,000 | SH | SOLE | 0 | 0 | 19,000 | ||
DEERE & CO | COM | 244199105 | 16,330 | 46,300 | SH | SOLE | 0 | 0 | 46,300 | ||
DISCOVERY INC | COM SER A | 25470F104 | 16,260 | 530,000 | SH | SOLE | 0 | 0 | 530,000 | ||
TRIMBLE INC | COM | 896239100 | 15,635 | 191,064 | SH | SOLE | 0 | 0 | 191,064 | ||
MASCO CORP | COM | 574599106 | 15,525 | 263,531 | SH | SOLE | 0 | 0 | 263,531 | ||
CHECK POINT SOFTWARE TECH LT | ORD | M22465104 | 15,379 | 132,429 | SH | SOLE | 0 | 0 | 132,429 | ||
MOTOROLA SOLUTIONS INC | COM NEW | 620076307 | 14,144 | 65,227 | SH | SOLE | 0 | 0 | 65,227 | ||
NUTANIX INC | CL A | 67059N108 | 13,237 | 346,341 | SH | SOLE | 0 | 0 | 346,341 | ||
GENERAC HLDGS INC | COM | 368736104 | 12,745 | 30,700 | SH | SOLE | 0 | 0 | 30,700 | ||
BAXTER INTL INC | COM | 071813109 | 12,663 | 157,300 | SH | SOLE | 0 | 0 | 157,300 | ||
HENRY SCHEIN INC | COM | 806407102 | 12,203 | 164,485 | SH | SOLE | 0 | 0 | 164,485 | ||
ZOETIS INC | CL A | 98978V103 | 12,161 | 65,256 | SH | SOLE | 0 | 0 | 65,256 | ||
NORTONLIFELOCK INC | COM | 668771108 | 12,004 | 441,000 | SH | SOLE | 0 | 0 | 441,000 | ||
MONSTER BEVERAGE CORP NEW | COM | 61174X109 | 11,968 | 131,012 | SH | SOLE | 0 | 0 | 131,012 | ||
JFROG LTD | ORD SHS | M6191J100 | 11,797 | 259,155 | SH | SOLE | 0 | 0 | 259,155 | ||
MCCORMICK & CO INC | COM NON VTG | 579780206 | 11,728 | 132,794 | SH | SOLE | 0 | 0 | 132,794 | ||
INTERNATIONAL PAPER CO | COM | 460146103 | 11,379 | 185,600 | SH | SOLE | 0 | 0 | 185,600 | ||
COINBASE GLOBAL INC | COM CL A | 19260Q107 | 11,221 | 44,298 | SH | SOLE | 0 | 0 | 44,298 | ||
EXTRA SPACE STORAGE INC | COM | 30225T102 | 11,189 | 68,300 | SH | SOLE | 0 | 0 | 68,300 | ||
CDW CORP | COM | 12514G108 | 10,706 | 61,300 | SH | SOLE | 0 | 0 | 61,300 | ||
SMITH A O CORP | COM | 831865209 | 10,514 | 145,900 | SH | SOLE | 0 | 0 | 145,900 | ||
JUNIPER NETWORKS INC | COM | 48203R104 | 10,383 | 379,623 | SH | SOLE | 0 | 0 | 379,623 | ||
POOL CORP | COM | 73278L105 | 10,366 | 22,600 | SH | SOLE | 0 | 0 | 22,600 | ||
VIPSHOP HOLDINGS LIMITED | SPONSORED ADS A | 92763W103 | 10,321 | 514,000 | SH | SOLE | 0 | 0 | 514,000 | ||
HORMEL FOODS CORP | COM | 440452100 | 10,101 | 211,549 | SH | SOLE | 0 | 0 | 211,549 | ||
CUMMINS INC | COM | 231021106 | 9,923 | 40,700 | SH | SOLE | 0 | 0 | 40,700 | ||
EMERSON ELEC CO | COM | 291011104 | 9,903 | 102,897 | SH | SOLE | 0 | 0 | 102,897 | ||
HENRY JACK & ASSOC INC | COM | 426281101 | 9,583 | 58,607 | SH | SOLE | 0 | 0 | 58,607 | ||
UGI CORP NEW | COM | 902681105 | 9,322 | 201,300 | SH | SOLE | 0 | 0 | 201,300 | ||
GARTNER INC | COM | 366651107 | 9,150 | 37,778 | SH | SOLE | 0 | 0 | 37,778 | ||
GARMIN LTD | SHS | H2906T109 | 8,773 | 60,653 | SH | SOLE | 0 | 0 | 60,653 | ||
AGILENT TECHNOLOGIES INC | COM | 00846U101 | 8,112 | 54,884 | SH | SOLE | 0 | 0 | 54,884 | ||
MCDONALDS CORP | COM | 580135101 | 8,085 | 35,000 | SH | SOLE | 0 | 0 | 35,000 | ||
EASTMAN CHEM CO | COM | 277432100 | 8,044 | 68,900 | SH | SOLE | 0 | 0 | 68,900 | ||
QORVO INC | COM | 74736K101 | 7,572 | 38,700 | SH | SOLE | 0 | 0 | 38,700 | ||
ADVANCE AUTO PARTS INC | COM | 00751Y106 | 7,508 | 36,600 | SH | SOLE | 0 | 0 | 36,600 | ||
EQUIFAX INC | COM | 294429105 | 7,483 | 31,242 | SH | SOLE | 0 | 0 | 31,242 | ||
PACKAGING CORP AMER | COM | 695156109 | 7,462 | 55,100 | SH | SOLE | 0 | 0 | 55,100 | ||
EPAM SYS INC | COM | 29414B104 | 7,460 | 14,600 | SH | SOLE | 0 | 0 | 14,600 | ||
IDEX CORP | COM | 45167R104 | 7,429 | 33,761 | SH | SOLE | 0 | 0 | 33,761 | ||
OPENDOOR TECHNOLOGIES INC | COM | 683712103 | 7,038 | 396,956 | SH | SOLE | 0 | 0 | 396,956 | ||
FORTUNE BRANDS HOME & SEC IN | COM | 34964C106 | 7,031 | 70,583 | SH | SOLE | 0 | 0 | 70,583 | ||
TYSON FOODS INC | CL A | 902494103 | 6,911 | 93,700 | SH | SOLE | 0 | 0 | 93,700 | ||
ENPHASE ENERGY INC | COM | 29355A107 | 6,702 | 36,500 | SH | SOLE | 0 | 0 | 36,500 | ||
KELLOGG CO | COM | 487836108 | 6,379 | 99,157 | SH | SOLE | 0 | 0 | 99,157 | ||
D R HORTON INC | COM | 23331A109 | 5,973 | 66,100 | SH | SOLE | 0 | 0 | 66,100 | ||
MASIMO CORP | COM | 574795100 | 5,940 | 24,500 | SH | SOLE | 0 | 0 | 24,500 | ||
NVR INC | COM | 62944T105 | 5,938 | 1,194 | SH | SOLE | 0 | 0 | 1,194 | ||
AKAMAI TECHNOLOGIES INC | COM | 00971T101 | 5,923 | 50,800 | SH | SOLE | 0 | 0 | 50,800 | ||
PARKER-HANNIFIN CORP | COM | 701094104 | 5,835 | 19,000 | SH | SOLE | 0 | 0 | 19,000 | ||
WESTERN UN CO | COM | 959802109 | 5,747 | 250,200 | SH | SOLE | 0 | 0 | 250,200 | ||
JOHNSON CTLS INTL PLC | SHS | G51502105 | 5,628 | 82,000 | SH | SOLE | 0 | 0 | 82,000 | ||
IQVIA HLDGS INC | COM | 46266C105 | 5,535 | 22,840 | SH | SOLE | 0 | 0 | 22,840 | ||
OPEN TEXT CORP | COM | 683715106 | 5,349 | 105,300 | SH | SOLE | 0 | 0 | 105,300 | ||
ALLEGION PLC | ORD SHS | G0176J109 | 5,179 | 37,179 | SH | SOLE | 0 | 0 | 37,179 | ||
NEWS CORP NEW | CL A | 65249B109 | 4,992 | 193,700 | SH | SOLE | 0 | 0 | 193,700 | ||
VERISK ANALYTICS INC | COM | 92345Y106 | 4,943 | 28,289 | SH | SOLE | 0 | 0 | 28,289 | ||
THE REALREAL INC | COM | 88339P101 | 4,771 | 241,444 | SH | SOLE | 0 | 0 | 241,444 | ||
CINTAS CORP | COM | 172908105 | 4,765 | 12,474 | SH | SOLE | 0 | 0 | 12,474 | ||
BROADRIDGE FINL SOLUTIONS IN | COM | 11133T103 | 4,541 | 28,112 | SH | SOLE | 0 | 0 | 28,112 | ||
AMETEK INC | COM | 031100100 | 3,481 | 26,072 | SH | SOLE | 0 | 0 | 26,072 | ||
WHIRLPOOL CORP | COM | 963320106 | 3,467 | 15,900 | SH | SOLE | 0 | 0 | 15,900 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 3,367 | 9,075 | SH | SOLE | 0 | 0 | 9,075 | ||
PRICE T ROWE GROUP INC | COM | 74144T108 | 3,289 | 16,600 | SH | SOLE | 0 | 0 | 16,600 | ||
NASDAQ INC | COM | 631103108 | 3,287 | 18,700 | SH | SOLE | 0 | 0 | 18,700 | ||
UPSTART HLDGS INC | COM | 91680M107 | 2,902 | 23,234 | SH | SOLE | 0 | 0 | 23,234 | ||
VERACYTE INC | COM | 92337F107 | 2,879 | 72,004 | SH | SOLE | 0 | 0 | 72,004 | ||
AMPHENOL CORP NEW | CL A | 032095101 | 2,873 | 42,000 | SH | SOLE | 0 | 0 | 42,000 | ||
RAYMOND JAMES FINL INC | COM | 754730109 | 2,650 | 20,400 | SH | SOLE | 0 | 0 | 20,400 | ||
WATERS CORP | COM | 941848103 | 2,523 | 7,300 | SH | SOLE | 0 | 0 | 7,300 | ||
AVANTOR INC | COM | 05352A100 | 2,415 | 68,000 | SH | SOLE | 0 | 0 | 68,000 | ||
ORGANON & CO | COMMON STOCK | 68622V106 | 2,350 | 77,670 | SH | SOLE | 0 | 0 | 77,670 | ||
DOVER CORP | COM | 260003108 | 2,289 | 15,200 | SH | SOLE | 0 | 0 | 15,200 | ||
DXC TECHNOLOGY CO | COM | 23355L106 | 2,173 | 55,800 | SH | SOLE | 0 | 0 | 55,800 | ||
CERNER CORP | COM | 156782104 | 2,149 | 27,495 | SH | SOLE | 0 | 0 | 27,495 | ||
AFFIRM HLDGS INC | COM CL A | 00827B106 | 1,673 | 24,839 | SH | SOLE | 0 | 0 | 24,839 | ||
BERKELEY LTS INC | COM | 084310101 | 1,388 | 30,980 | SH | SOLE | 0 | 0 | 30,980 | ||
LYFT INC | CL A COM | 55087P104 | 1,244 | 20,577 | SH | SOLE | 0 | 0 | 20,577 | ||
PTC INC | COM | 69370C100 | 1,172 | 8,300 | SH | SOLE | 0 | 0 | 8,300 | ||
DAQO NEW ENERGY CORP | SPNSRD ADS NEW | 23703Q203 | 787 | 12,100 | SH | SOLE | 0 | 0 | 12,100 | ||
SNOWFLAKE INC | CL A | 833445109 | 189 | 782 | SH | SOLE | 0 | 0 | 782 | ||
AIRBNB INC | COM CL A | 009066101 | 51 | 335 | SH | SOLE | 0 | 0 | 335 |