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
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
MICROSOFT CORP COM 594918104 362,861 1,176,936 SH   SOLE   0 0 1,176,936
THERMO FISHER SCIENTIFIC INC COM 883556102 355,439 601,776 SH   SOLE   0 0 601,776
DANAHER CORPORATION COM 235851102 322,942 1,100,951 SH   SOLE   0 0 1,100,951
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 320,780 951,221 SH   SOLE   0 0 951,221
VISA INC COM CL A 92826C839 310,331 1,399,339 SH   SOLE   0 0 1,399,339
TEXAS INSTRS INC COM 882508104 291,230 1,587,255 SH   SOLE   0 0 1,587,255
ALPHABET INC CAP STK CL A 02079K305 288,331 103,666 SH   SOLE   0 0 103,666
UNITEDHEALTH GROUP INC COM 91324P102 284,624 558,120 SH   SOLE   0 0 558,120
PROCTER AND GAMBLE CO COM 742718109 250,433 1,638,959 SH   SOLE   0 0 1,638,959
ABBVIE INC COM 00287Y109 250,222 1,543,531 SH   SOLE   0 0 1,543,531
SERVICENOW INC COM 81762P102 221,754 398,200 SH   SOLE   0 0 398,200
NEXTERA ENERGY INC COM 65339F101 221,231 2,611,632 SH   SOLE   0 0 2,611,632
JOHNSON & JOHNSON COM 478160104 221,092 1,247,488 SH   SOLE   0 0 1,247,488
APPLE INC COM 037833100 217,067 1,243,152 SH   SOLE   0 0 1,243,152
EDWARDS LIFESCIENCES CORP COM 28176E108 216,897 1,842,480 SH   SOLE   0 0 1,842,480
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 213,491 2,047,683 SH   SOLE   0 0 2,047,683
AMAZON COM INC COM 023135106 203,796 62,515 SH   SOLE   0 0 62,515
HOME DEPOT INC COM 437076102 191,957 641,289 SH   SOLE   0 0 641,289
TARGET CORP COM 87612E106 190,985 899,941 SH   SOLE   0 0 899,941
ORACLE CORP COM 68389X105 186,752 2,257,364 SH   SOLE   0 0 2,257,364
PEPSICO INC COM 713448108 185,304 1,107,084 SH   SOLE   0 0 1,107,084
WALMART INC COM 931142103 180,311 1,210,789 SH   SOLE   0 0 1,210,789
COSTCO WHSL CORP NEW COM 22160K105 175,658 305,042 SH   SOLE   0 0 305,042
S&P GLOBAL INC COM 78409V104 169,732 413,800 SH   SOLE   0 0 413,800
META PLATFORMS INC CL A 30303M102 163,026 733,164 SH   SOLE   0 0 733,164
EQUINIX INC COM 29444U700 157,868 212,869 SH   SOLE   0 0 212,869
CVS HEALTH CORP COM 126650100 156,546 1,546,746 SH   SOLE   0 0 1,546,746
LILLY ELI & CO COM 532457108 155,164 541,832 SH   SOLE   0 0 541,832
ANTHEM INC COM 036752103 151,821 309,069 SH   SOLE   0 0 309,069
ADOBE SYSTEMS INCORPORATED COM 00724F101 148,760 326,500 SH   SOLE   0 0 326,500
LOWES COS INC COM 548661107 146,436 724,251 SH   SOLE   0 0 724,251
BRISTOL-MYERS SQUIBB CO COM 110122108 132,254 1,810,957 SH   SOLE   0 0 1,810,957
AMGEN INC COM 031162100 131,909 545,486 SH   SOLE   0 0 545,486
CISCO SYS INC COM 17275R102 130,951 2,348,476 SH   SOLE   0 0 2,348,476
GILEAD SCIENCES INC COM 375558103 128,059 2,154,065 SH   SOLE   0 0 2,154,065
IDEXX LABS INC COM 45168D104 123,944 226,563 SH   SOLE   0 0 226,563
ABBOTT LABS COM 002824100 120,206 1,015,600 SH   SOLE   0 0 1,015,600
MERCK & CO INC COM 58933Y105 118,227 1,440,909 SH   SOLE   0 0 1,440,909
QUALCOMM INC COM 747525103 112,482 736,041 SH   SOLE   0 0 736,041
PAYPAL HLDGS INC COM 70450Y103 107,354 928,270 SH   SOLE   0 0 928,270
UNITED PARCEL SERVICE INC CL B 911312106 104,206 485,900 SH   SOLE   0 0 485,900
BROADCOM INC COM 11135F101 104,086 165,300 SH   SOLE   0 0 165,300
ALTRIA GROUP INC COM 02209S103 100,278 1,919,200 SH   SOLE   0 0 1,919,200
PFIZER INC COM 717081103 95,552 1,845,700 SH   SOLE   0 0 1,845,700
HP INC COM 40434L105 93,795 2,583,873 SH   SOLE   0 0 2,583,873
AUTOZONE INC COM 053332102 86,686 42,398 SH   SOLE   0 0 42,398
ROBERT HALF INTL INC COM 770323103 85,415 748,072 SH   SOLE   0 0 748,072
MCKESSON CORP COM 58155Q103 84,919 277,394 SH   SOLE   0 0 277,394
DATADOG INC CL A COM 23804L103 83,346 550,250 SH   SOLE   0 0 550,250
FORTINET INC COM 34959E109 82,148 240,381 SH   SOLE   0 0 240,381
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 82,001 914,480 SH   SOLE   0 0 914,480
FASTENAL CO COM 311900104 77,847 1,310,555 SH   SOLE   0 0 1,310,555
PHILIP MORRIS INTL INC COM 718172109 76,860 818,180 SH   SOLE   0 0 818,180
OREILLY AUTOMOTIVE INC COM 67103H107 74,538 108,821 SH   SOLE   0 0 108,821
MOLINA HEALTHCARE INC COM 60855R100 74,338 222,843 SH   SOLE   0 0 222,843
COLGATE PALMOLIVE CO COM 194162103 72,220 952,396 SH   SOLE   0 0 952,396
GOLDMAN SACHS GROUP INC COM 38141G104 67,259 203,754 SH   SOLE   0 0 203,754
ALIGN TECHNOLOGY INC COM 016255101 66,632 152,825 SH   SOLE   0 0 152,825
KROGER CO COM 501044101 63,716 1,110,610 SH   SOLE   0 0 1,110,610
ADVANCED MICRO DEVICES INC COM 007903107 63,559 581,300 SH   SOLE   0 0 581,300
BEST BUY INC COM 086516101 63,464 698,177 SH   SOLE   0 0 698,177
DOLLAR GEN CORP NEW COM 256677105 61,405 275,815 SH   SOLE   0 0 275,815
METTLER TOLEDO INTERNATIONAL COM 592688105 61,044 44,454 SH   SOLE   0 0 44,454
APPLIED MATLS INC COM 038222105 56,960 432,168 SH   SOLE   0 0 432,168
HERSHEY CO COM 427866108 55,558 256,463 SH   SOLE   0 0 256,463
BILL COM HLDGS INC COM 090043100 55,004 242,532 SH   SOLE   0 0 242,532
INTERNATIONAL BUSINESS MACHS COM 459200101 52,879 406,700 SH   SOLE   0 0 406,700
HCA HEALTHCARE INC COM 40412C101 50,517 201,567 SH   SOLE   0 0 201,567
INTUIT COM 461202103 50,096 104,185 SH   SOLE   0 0 104,185
GRAINGER W W INC COM 384802104 50,015 96,967 SH   SOLE   0 0 96,967
MASTERCARD INCORPORATED CL A 57636Q104 49,390 138,200 SH   SOLE   0 0 138,200
OTIS WORLDWIDE CORP COM 68902V107 47,894 622,400 SH   SOLE   0 0 622,400
DOMINOS PIZZA INC COM 25754A201 47,746 117,310 SH   SOLE   0 0 117,310
NETAPP INC COM 64110D104 46,278 557,563 SH   SOLE   0 0 557,563
SYNOPSYS INC COM 871607107 45,200 135,625 SH   SOLE   0 0 135,625
SOLAREDGE TECHNOLOGIES INC COM 83417M104 45,083 139,850 SH   SOLE   0 0 139,850
WEST PHARMACEUTICAL SVSC INC COM 955306105 43,412 105,700 SH   SOLE   0 0 105,700
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 43,402 494,100 SH   SOLE   0 0 494,100
SNAP ON INC COM 833034101 43,156 210,024 SH   SOLE   0 0 210,024
LAUDER ESTEE COS INC CL A 518439104 42,267 155,211 SH   SOLE   0 0 155,211
TRACTOR SUPPLY CO COM 892356106 41,642 178,436 SH   SOLE   0 0 178,436
GENERAL MLS INC COM 370334104 39,311 580,490 SH   SOLE   0 0 580,490
BLOCK INC CL A 852234103 39,016 287,731 SH   SOLE   0 0 287,731
KLA CORP COM NEW 482480100 38,378 104,841 SH   SOLE   0 0 104,841
SMUCKER J M CO COM NEW 832696405 37,928 280,100 SH   SOLE   0 0 280,100
LOCKHEED MARTIN CORP COM 539830109 37,851 85,753 SH   SOLE   0 0 85,753
ZOETIS INC CL A 98978V103 37,747 200,156 SH   SOLE   0 0 200,156
CHURCH & DWIGHT CO INC COM 171340102 37,257 374,899 SH   SOLE   0 0 374,899
ROLLINS INC COM 775711104 36,988 1,055,284 SH   SOLE   0 0 1,055,284
HUMANA INC COM 444859102 36,817 84,603 SH   SOLE   0 0 84,603
FOX CORP CL A COM 35137L105 36,543 926,300 SH   SOLE   0 0 926,300
CADENCE DESIGN SYSTEM INC COM 127387108 36,346 221,000 SH   SOLE   0 0 221,000
ACTIVISION BLIZZARD INC COM 00507V109 35,408 441,987 SH   SOLE   0 0 441,987
BIOGEN INC COM 09062X103 35,048 166,422 SH   SOLE   0 0 166,422
QUEST DIAGNOSTICS INC COM 74834L100 33,739 246,525 SH   SOLE   0 0 246,525
WASTE MGMT INC DEL COM 94106L109 32,948 207,876 SH   SOLE   0 0 207,876
AMERISOURCEBERGEN CORP COM 03073E105 32,896 212,629 SH   SOLE   0 0 212,629
TENABLE HLDGS INC COM 88025T102 32,601 564,132 SH   SOLE   0 0 564,132
OKTA INC CL A 679295105 32,158 213,026 SH   SOLE   0 0 213,026
LKQ CORP COM 501889208 31,392 691,300 SH   SOLE   0 0 691,300
REGENERON PHARMACEUTICALS COM 75886F107 31,359 44,900 SH   SOLE   0 0 44,900
CBRE GROUP INC CL A 12504L109 31,357 342,624 SH   SOLE   0 0 342,624
TWILIO INC CL A 90138F102 30,033 182,227 SH   SOLE   0 0 182,227
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 29,911 72,300 SH   SOLE   0 0 72,300
PAYCHEX INC COM 704326107 29,373 215,237 SH   SOLE   0 0 215,237
SEALED AIR CORP NEW COM 81211K100 28,371 423,700 SH   SOLE   0 0 423,700
LENNAR CORP CL A 526057104 27,273 336,000 SH   SOLE   0 0 336,000
HOLOGIC INC COM 436440101 26,872 349,800 SH   SOLE   0 0 349,800
MONDELEZ INTL INC CL A 609207105 26,678 424,942 SH   SOLE   0 0 424,942
ILLINOIS TOOL WKS INC COM 452308109 25,141 120,063 SH   SOLE   0 0 120,063
GUARDANT HEALTH INC COM 40131M109 25,110 379,078 SH   SOLE   0 0 379,078
BATH & BODY WORKS INC COM 070830104 24,818 519,200 SH   SOLE   0 0 519,200
ARROW ELECTRS INC COM 042735100 24,817 209,200 SH   SOLE   0 0 209,200
FARFETCH LTD ORD SH CL A 30744W107 24,419 1,614,995 SH   SOLE   0 0 1,614,995
LABORATORY CORP AMER HLDGS COM NEW 50540R409 24,151 91,600 SH   SOLE   0 0 91,600
REPUBLIC SVCS INC COM 760759100 23,760 179,321 SH   SOLE   0 0 179,321
PULTE GROUP INC COM 745867101 23,674 565,021 SH   SOLE   0 0 565,021
NUCOR CORP COM 670346105 23,271 156,552 SH   SOLE   0 0 156,552
DOORDASH INC CL A 25809K105 22,851 194,989 SH   SOLE   0 0 194,989
GARTNER INC COM 366651107 22,065 74,178 SH   SOLE   0 0 74,178
GENUINE PARTS CO COM 372460105 21,776 172,800 SH   SOLE   0 0 172,800
ETSY INC COM 29786A106 21,550 173,400 SH   SOLE   0 0 173,400
EBAY INC. COM 278642103 21,318 372,300 SH   SOLE   0 0 372,300
LAM RESEARCH CORP COM 512807108 20,375 37,900 SH   SOLE   0 0 37,900
NVR INC COM 62944T105 20,255 4,534 SH   SOLE   0 0 4,534
MCDONALDS CORP COM 580135101 20,079 81,200 SH   SOLE   0 0 81,200
COINBASE GLOBAL INC COM CL A 19260Q107 19,574 103,098 SH   SOLE   0 0 103,098
SEA LTD SPONSORD ADS 81141R100 19,262 160,800 SH   SOLE   0 0 160,800
FACTSET RESH SYS INC COM 303075105 18,842 43,400 SH   SOLE   0 0 43,400
CHECK POINT SOFTWARE TECH LT ORD M22465104 18,102 130,929 SH   SOLE   0 0 130,929
DAVITA INC COM 23918K108 17,086 151,056 SH   SOLE   0 0 151,056
MORGAN STANLEY COM NEW 617446448 17,034 194,900 SH   SOLE   0 0 194,900
RESMED INC COM 761152107 16,955 69,915 SH   SOLE   0 0 69,915
COCA COLA CO COM 191216100 16,883 272,300 SH   SOLE   0 0 272,300
CENTENE CORP DEL COM 15135B101 16,737 198,800 SH   SOLE   0 0 198,800
UNION PAC CORP COM 907818108 16,638 60,900 SH   SOLE   0 0 60,900
MOTOROLA SOLUTIONS INC COM NEW 620076307 15,846 65,427 SH   SOLE   0 0 65,427
CONSOLIDATED EDISON INC COM 209115104 15,783 166,700 SH   SOLE   0 0 166,700
VEEVA SYS INC CL A COM 922475108 15,625 73,543 SH   SOLE   0 0 73,543
CROWDSTRIKE HLDGS INC CL A 22788C105 15,380 67,730 SH   SOLE   0 0 67,730
NORTONLIFELOCK INC COM 668771108 15,286 576,400 SH   SOLE   0 0 576,400
EXTRA SPACE STORAGE INC COM 30225T102 15,132 73,600 SH   SOLE   0 0 73,600
DOCUSIGN INC COM 256163106 14,777 137,946 SH   SOLE   0 0 137,946
EXPEDITORS INTL WASH INC COM 302130109 14,628 141,797 SH   SOLE   0 0 141,797
BLACKROCK INC COM 09247X101 14,596 19,100 SH   SOLE   0 0 19,100
HENRY SCHEIN INC COM 806407102 14,341 164,485 SH   SOLE   0 0 164,485
KIMBERLY-CLARK CORP COM 494368103 14,328 116,340 SH   SOLE   0 0 116,340
TERADYNE INC COM 880770102 13,786 116,600 SH   SOLE   0 0 116,600
NUTANIX INC CL A 67059N108 13,722 511,641 SH   SOLE   0 0 511,641
VERISK ANALYTICS INC COM 92345Y106 13,541 63,089 SH   SOLE   0 0 63,089
LULULEMON ATHLETICA INC COM 550021109 13,440 36,800 SH   SOLE   0 0 36,800
KEYSIGHT TECHNOLOGIES INC COM 49338L103 13,412 84,900 SH   SOLE   0 0 84,900
MASCO CORP COM 574599106 13,109 257,031 SH   SOLE   0 0 257,031
ARCHER DANIELS MIDLAND CO COM 039483102 12,348 136,800 SH   SOLE   0 0 136,800
CINTAS CORP COM 172908105 12,240 28,774 SH   SOLE   0 0 28,774
POOL CORP COM 73278L105 12,220 28,900 SH   SOLE   0 0 28,900
BAXTER INTL INC COM 071813109 12,026 155,100 SH   SOLE   0 0 155,100
CMS ENERGY CORP COM 125896100 11,736 167,800 SH   SOLE   0 0 167,800
CITRIX SYS INC COM 177376100 11,696 115,914 SH   SOLE   0 0 115,914
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 11,695 75,124 SH   SOLE   0 0 75,124
HENRY JACK & ASSOC INC COM 426281101 11,549 58,607 SH   SOLE   0 0 58,607
PALO ALTO NETWORKS INC COM 697435105 11,330 18,200 SH   SOLE   0 0 18,200
KELLOGG CO COM 487836108 10,290 159,557 SH   SOLE   0 0 159,557
EMERSON ELEC CO COM 291011104 10,089 102,897 SH   SOLE   0 0 102,897
ELECTRONIC ARTS INC COM 285512109 9,868 78,001 SH   SOLE   0 0 78,001
JFROG LTD ORD SHS M6191J100 9,827 364,620 SH   SOLE   0 0 364,620
CERNER CORP COM 156782104 9,767 104,395 SH   SOLE   0 0 104,395
UNITED RENTALS INC COM 911363109 9,378 26,400 SH   SOLE   0 0 26,400
SMITH A O CORP COM 831865209 9,373 146,700 SH   SOLE   0 0 146,700
3M CO COM 88579Y101 9,073 60,945 SH   SOLE   0 0 60,945
CLOROX CO DEL COM 189054109 9,010 64,809 SH   SOLE   0 0 64,809
OLD DOMINION FREIGHT LINE IN COM 679580100 8,990 30,100 SH   SOLE   0 0 30,100
AIRBNB INC COM CL A 009066101 8,924 51,954 SH   SOLE   0 0 51,954
INTERNATIONAL PAPER CO COM 460146103 8,565 185,600 SH   SOLE   0 0 185,600
TYSON FOODS INC CL A 902494103 8,398 93,700 SH   SOLE   0 0 93,700
TRIMBLE INC COM 896239100 8,070 111,864 SH   SOLE   0 0 111,864
ADVANCE AUTO PARTS INC COM 00751Y106 7,575 36,600 SH   SOLE   0 0 36,600
EQUIFAX INC COM 294429105 7,407 31,242 SH   SOLE   0 0 31,242
LENNOX INTL INC COM 526107107 7,266 28,180 SH   SOLE   0 0 28,180
AGILENT TECHNOLOGIES INC COM 00846U101 7,263 54,884 SH   SOLE   0 0 54,884
PUBLIC STORAGE COM 74460D109 6,908 17,700 SH   SOLE   0 0 17,700
PACKAGING CORP AMER COM 695156109 6,869 44,000 SH   SOLE   0 0 44,000
CSX CORP COM 126408103 6,842 182,700 SH   SOLE   0 0 182,700
IDEX CORP COM 45167R104 6,473 33,761 SH   SOLE   0 0 33,761
FAIR ISAAC CORP COM 303250104 6,344 13,600 SH   SOLE   0 0 13,600
WHIRLPOOL CORP COM 963320106 6,203 35,900 SH   SOLE   0 0 35,900
SOUTHERN CO COM 842587107 6,091 84,000 SH   SOLE   0 0 84,000
AKAMAI TECHNOLOGIES INC COM 00971T101 6,065 50,800 SH   SOLE   0 0 50,800
UNITY SOFTWARE INC COM 91332U101 5,894 59,410 SH   SOLE   0 0 59,410
JUNIPER NETWORKS INC COM 48203R104 5,727 154,123 SH   SOLE   0 0 154,123
AUTOMATIC DATA PROCESSING IN COM 053015103 5,438 23,900 SH   SOLE   0 0 23,900
IQVIA HLDGS INC COM 46266C105 5,281 22,840 SH   SOLE   0 0 22,840
MCCORMICK & CO INC COM NON VTG 579780206 4,820 48,300 SH   SOLE   0 0 48,300
D R HORTON INC COM 23331A109 4,731 63,500 SH   SOLE   0 0 63,500
WESTERN UN CO COM 959802109 4,689 250,200 SH   SOLE   0 0 250,200
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 4,675 43,400 SH   SOLE   0 0 43,400
NORDSON CORP COM 655663102 4,587 20,200 SH   SOLE   0 0 20,200
OPEN TEXT CORP COM 683715106 4,465 105,300 SH   SOLE   0 0 105,300
FORTUNE BRANDS HOME & SEC IN COM 34964C106 4,411 59,383 SH   SOLE   0 0 59,383
SIRIUS XM HOLDINGS INC COM 82968B103 4,108 620,500 SH   SOLE   0 0 620,500
ALLEGION PLC ORD SHS G0176J109 4,082 37,179 SH   SOLE   0 0 37,179
UGI CORP NEW COM 902681105 4,002 110,500 SH   SOLE   0 0 110,500
PERKINELMER INC COM 714046109 3,995 22,900 SH   SOLE   0 0 22,900
WATERS CORP COM 941848103 3,725 12,000 SH   SOLE   0 0 12,000
STERIS PLC SHS USD G8473T100 3,723 15,400 SH   SOLE   0 0 15,400
ANSYS INC COM 03662Q105 3,685 11,600 SH   SOLE   0 0 11,600
INMODE LTD SHS M5425M103 3,484 94,400 SH   SOLE   0 0 94,400
AMETEK INC COM 031100100 3,472 26,072 SH   SOLE   0 0 26,072
COPART INC COM 217204106 3,425 27,300 SH   SOLE   0 0 27,300
KKR & CO INC COM 48251W104 3,350 57,300 SH   SOLE   0 0 57,300
RAYMOND JAMES FINL INC COM 754730109 3,330 30,300 SH   SOLE   0 0 30,300
ROPER TECHNOLOGIES INC COM 776696106 3,211 6,800 SH   SOLE   0 0 6,800
AMPHENOL CORP NEW CL A 032095101 3,157 41,900 SH   SOLE   0 0 41,900
NORFOLK SOUTHN CORP COM 655844108 3,137 11,000 SH   SOLE   0 0 11,000
NXP SEMICONDUCTORS N V COM N6596X109 2,924 15,800 SH   SOLE   0 0 15,800
DIGITALOCEAN HLDGS INC COM 25402D102 2,793 48,288 SH   SOLE   0 0 48,288
NORTHROP GRUMMAN CORP COM 666807102 2,728 6,100 SH   SOLE   0 0 6,100
UPSTART HLDGS INC COM 91680M107 2,535 23,234 SH   SOLE   0 0 23,234
MONOLITHIC PWR SYS INC COM 609839105 2,477 5,100 SH   SOLE   0 0 5,100
DOVER CORP COM 260003108 2,385 15,200 SH   SOLE   0 0 15,200
BECTON DICKINSON & CO COM 075887109 2,367 8,900 SH   SOLE   0 0 8,900
EATON CORP PLC SHS G29183103 2,307 15,200 SH   SOLE   0 0 15,200
AVANTOR INC COM 05352A100 2,283 67,500 SH   SOLE   0 0 67,500
ON SEMICONDUCTOR CORP COM 682189105 2,166 34,600 SH   SOLE   0 0 34,600
HUNT J B TRANS SVCS INC COM 445658107 2,148 10,700 SH   SOLE   0 0 10,700
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 1,981 26,400 SH   SOLE   0 0 26,400
THE REALREAL INC COM 88339P101 1,753 241,444 SH   SOLE   0 0 241,444
ROCKET LAB USA INC COM 773122106 1,741 216,283 SH   SOLE   0 0 216,283
BERKLEY W R CORP COM 084423102 1,398 21,000 SH   SOLE   0 0 21,000
ENTEGRIS INC COM 29362U104 1,339 10,200 SH   SOLE   0 0 10,200
MICROCHIP TECHNOLOGY INC. COM 595017104 1,292 17,200 SH   SOLE   0 0 17,200
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 1,231 24,400 SH   SOLE   0 0 24,400
EPAM SYS INC COM 29414B104 1,157 3,900 SH   SOLE   0 0 3,900
ARISTA NETWORKS INC COM 040413106 903 6,500 SH   SOLE   0 0 6,500
VIPSHOP HOLDINGS LIMITED SPONSORED ADS A 92763W103 790 87,800 SH   SOLE   0 0 87,800
SENTINELONE INC CL A 81730H109 530 13,677 SH   SOLE   0 0 13,677
CS DISCO INC COM 126327105 208 6,122 SH   SOLE   0 0 6,122
SNOWFLAKE INC CL A 833445109 179 782 SH   SOLE   0 0 782