Voleon Capital Management 13F-HR Quarterly holdings report by institutional manager

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:	Oct 31, 2018
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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
10X GENOMICS INC	CL A COM	88025U109	205,262	14,294	SH		SOLE		0	0	14,294
AAON INC	COM PAR $0.004	000360206	405,996	3,450	SH		SOLE		0	0	3,450
ABBOTT LABS	COM	002824100	273,274	2,416	SH		SOLE		0	0	2,416
ABBVIE INC	COM	00287Y109	11,380,797	64,045	SH		SOLE		0	0	64,045
ADOBE INC	COM	00724F101	212,557	478	SH		SOLE		0	0	478
AFFIRM HLDGS INC	COM CL A	00827B106	2,904,626	47,695	SH		SOLE		0	0	47,695
AFLAC INC	COM	001055102	249,704	2,414	SH		SOLE		0	0	2,414
AGILON HEALTH INC	COM	00857U107	888,168	467,457	SH		SOLE		0	0	467,457
ALLSTATE CORP	COM	020002101	3,009,066	15,608	SH		SOLE		0	0	15,608
ALLY FINL INC	COM	02005N100	275,765	7,658	SH		SOLE		0	0	7,658
ALNYLAM PHARMACEUTICALS INC	COM	02043Q107	8,749,061	37,181	SH		SOLE		0	0	37,181
ALPHABET INC	CAP STK CL A	02079K305	62,171,988	328,431	SH		SOLE		0	0	328,431
AMAZON COM INC	COM	023135106	54,892,694	250,206	SH		SOLE		0	0	250,206
AMC ENTMT HLDGS INC	CL A NEW	00165C302	545,204	136,986	SH		SOLE		0	0	136,986
AMEREN CORP	COM	023608102	298,173	3,345	SH		SOLE		0	0	3,345
AMERICAN WTR WKS CO INC NEW	COM	030420103	513,521	4,125	SH		SOLE		0	0	4,125
AMETEK INC	COM	031100100	1,498,141	8,311	SH		SOLE		0	0	8,311
AMGEN INC	COM	031162100	1,523,962	5,847	SH		SOLE		0	0	5,847
AMNEAL PHARMACEUTICALS INC	COM STK CL A	03168L105	443,219	55,962	SH		SOLE		0	0	55,962
AMPHENOL CORP NEW	CL A	032095101	4,354,515	62,700	SH		SOLE		0	0	62,700
ANALOG DEVICES INC	COM	032654105	2,000,948	9,418	SH		SOLE		0	0	9,418
ANTERO RESOURCES CORP	COM	03674X106	1,597,053	45,565	SH		SOLE		0	0	45,565
AON PLC	SHS CL A	G0403H108	1,863,322	5,188	SH		SOLE		0	0	5,188
APPLE INC	COM	037833100	90,447,196	361,182	SH		SOLE		0	0	361,182
APPLIED MATLS INC	COM	038222105	3,416,856	21,010	SH		SOLE		0	0	21,010
APPLOVIN CORP	COM CL A	03831W108	1,248,365	3,855	SH		SOLE		0	0	3,855
ARCHER DANIELS MIDLAND CO	COM	039483102	3,900,296	77,203	SH		SOLE		0	0	77,203
ARISTA NETWORKS INC	COM SHS	040413205	3,072,623	27,799	SH		SOLE		0	0	27,799
ASTERA LABS INC	COM	04626A103	4,700,253	35,487	SH		SOLE		0	0	35,487
AT&T INC	COM	00206R102	7,841,191	344,365	SH		SOLE		0	0	344,365
ATMUS FILTRATION TECHNOLOGIE	COM	04956D107	454,566	11,602	SH		SOLE		0	0	11,602
AUTOMATIC DATA PROCESSING IN	COM	053015103	3,705,669	12,659	SH		SOLE		0	0	12,659
AVEPOINT INC	COM CL A	053604104	366,555	22,202	SH		SOLE		0	0	22,202
BADGER METER INC	COM	056525108	334,513	1,577	SH		SOLE		0	0	1,577
BAKER HUGHES COMPANY	CL A	05722G100	256,949	6,264	SH		SOLE		0	0	6,264
BANK AMERICA CORP	COM	060505104	6,600,938	150,192	SH		SOLE		0	0	150,192
BEACON ROOFING SUPPLY INC	COM	073685109	386,512	3,805	SH		SOLE		0	0	3,805
BECTON DICKINSON & CO	COM	075887109	1,583,099	6,978	SH		SOLE		0	0	6,978
BELLRING BRANDS INC	COMMON STOCK	07831C103	4,313,290	57,251	SH		SOLE		0	0	57,251
BENTLEY SYS INC	COM CL B	08265T208	203,752	4,363	SH		SOLE		0	0	4,363
BERKSHIRE HATHAWAY INC DEL	CL B NEW	084670702	22,278,712	49,150	SH		SOLE		0	0	49,150
BEST BUY INC	COM	086516101	230,373	2,685	SH		SOLE		0	0	2,685
BLEND LABS INC	CL A	09352U108	206,833	49,129	SH		SOLE		0	0	49,129
BOOKING HOLDINGS INC	COM	09857L108	1,679,326	338	SH		SOLE		0	0	338
BOSTON SCIENTIFIC CORP	COM	101137107	5,001,205	55,992	SH		SOLE		0	0	55,992
BOWHEAD SPECIALTY HLDGS INC	COM SHS	10240L102	5,453,847	153,543	SH		SOLE		0	0	153,543
BRISTOL-MYERS SQUIBB CO	COM	110122108	2,110,423	37,313	SH		SOLE		0	0	37,313
BROADCOM INC	COM	11135F101	14,312,642	61,735	SH		SOLE		0	0	61,735
BROADRIDGE FINL SOLUTIONS IN	COM	11133T103	573,364	2,536	SH		SOLE		0	0	2,536
BURKE HERBERT FINL SVCS CORP	COM	12135Y108	307,123	4,925	SH		SOLE		0	0	4,925
CALUMET INC	COM	131428104	538,587	24,459	SH		SOLE		0	0	24,459
CAMPING WORLD HLDGS INC	CL A	13462K109	632,463	30,003	SH		SOLE		0	0	30,003
CARDINAL HEALTH INC	COM	14149Y108	10,279,437	86,915	SH		SOLE		0	0	86,915
CARMAX INC	COM	143130102	610,665	7,469	SH		SOLE		0	0	7,469
CARNIVAL CORP	UNIT 99/99/9999	143658300	5,940,953	238,401	SH		SOLE		0	0	238,401
CARVANA CO	CL A	146869102	7,502,154	36,891	SH		SOLE		0	0	36,891
CAVA GROUP INC	COM	148929102	6,604,440	58,550	SH		SOLE		0	0	58,550
CENTENE CORP DEL	COM	15135B101	3,655,882	60,348	SH		SOLE		0	0	60,348
CENTERPOINT ENERGY INC	COM	15189T107	1,849,161	58,278	SH		SOLE		0	0	58,278
CHEMED CORP NEW	COM	16359R103	1,135,891	2,144	SH		SOLE		0	0	2,144
CHENIERE ENERGY INC	COM NEW	16411R208	3,898,386	18,143	SH		SOLE		0	0	18,143
CHIPOTLE MEXICAN GRILL INC	COM	169656105	2,066,602	34,272	SH		SOLE		0	0	34,272
CHURCH & DWIGHT CO INC	COM	171340102	545,749	5,212	SH		SOLE		0	0	5,212
CISCO SYS INC	COM	17275R102	2,278,134	38,482	SH		SOLE		0	0	38,482
CITIGROUP INC	COM NEW	172967424	3,990,057	56,685	SH		SOLE		0	0	56,685
CITIZENS FINL GROUP INC	COM	174610105	323,036	7,382	SH		SOLE		0	0	7,382
CLEAR CHANNEL OUTDOOR HLDGS	COM	18453H106	302,858	221,064	SH		SOLE		0	0	221,064
CLOUDFLARE INC	CL A COM	18915M107	428,136	3,976	SH		SOLE		0	0	3,976
CNH INDL N V	SHS	N20944109	1,235,140	109,015	SH		SOLE		0	0	109,015
COCA COLA CO	COM	191216100	2,512,627	40,357	SH		SOLE		0	0	40,357
COCA COLA CONS INC	COM	191098102	396,897	315	SH		SOLE		0	0	315
COGNIZANT TECHNOLOGY SOLUTIO	CL A	192446102	852,821	11,090	SH		SOLE		0	0	11,090
COLGATE PALMOLIVE CO	COM	194162103	2,437,206	26,809	SH		SOLE		0	0	26,809
COMMUNITY HEALTH SYS INC NEW	COM	203668108	2,096,157	701,056	SH		SOLE		0	0	701,056
COMMVAULT SYS INC	COM	204166102	873,316	5,787	SH		SOLE		0	0	5,787
COMPASS INC	CL A	20464U100	1,006,346	172,025	SH		SOLE		0	0	172,025
COMPOSECURE INC	COM CL A	20459V105	694,480	45,302	SH		SOLE		0	0	45,302
CONSOLIDATED EDISON INC	COM	209115104	1,686,001	18,895	SH		SOLE		0	0	18,895
CONSTELLATION BRANDS INC	CL A	21036P108	5,061,342	22,902	SH		SOLE		0	0	22,902
COPART INC	COM	217204106	1,314,403	22,903	SH		SOLE		0	0	22,903
COREBRIDGE FINL INC	COM	21871X109	567,892	18,974	SH		SOLE		0	0	18,974
CORVEL CORP	COM	221006109	845,576	7,600	SH		SOLE		0	0	7,600
COSTCO WHSL CORP NEW	COM	22160K105	387,582	423	SH		SOLE		0	0	423
COTERRA ENERGY INC	COM	127097103	1,078,222	42,217	SH		SOLE		0	0	42,217
CRESCENT ENERGY COMPANY	CL A COM	44952J104	1,765,399	120,835	SH		SOLE		0	0	120,835
CRH PLC	ORD	G25508105	1,684,512	18,207	SH		SOLE		0	0	18,207
CROWDSTRIKE HLDGS INC	CL A	22788C105	983,368	2,874	SH		SOLE		0	0	2,874
CSX CORP	COM	126408103	9,302,699	288,277	SH		SOLE		0	0	288,277
CURTISS WRIGHT CORP	COM	231561101	875,464	2,467	SH		SOLE		0	0	2,467
CVR ENERGY INC	COM	12662P108	262,791	14,023	SH		SOLE		0	0	14,023
CVS HEALTH CORP	COM	126650100	387,580	8,634	SH		SOLE		0	0	8,634
D R HORTON INC	COM	23331A109	1,975,796	14,131	SH		SOLE		0	0	14,131
DATADOG INC	CL A COM	23804L103	822,904	5,759	SH		SOLE		0	0	5,759
DECKERS OUTDOOR CORP	COM	243537107	382,215	1,882	SH		SOLE		0	0	1,882
DEXCOM INC	COM	252131107	4,504,594	57,922	SH		SOLE		0	0	57,922
DIAMOND HILL INVT GROUP INC	COM NEW	25264R207	337,343	2,175	SH		SOLE		0	0	2,175
DOORDASH INC	CL A	25809K105	10,456,361	62,333	SH		SOLE		0	0	62,333
DUKE ENERGY CORP NEW	COM NEW	26441C204	256,852	2,384	SH		SOLE		0	0	2,384
DUOLINGO INC	CL A COM	26603R106	4,443,896	13,706	SH		SOLE		0	0	13,706
DYNATRACE INC	COM NEW	268150109	388,331	7,145	SH		SOLE		0	0	7,145
EATON CORP PLC	SHS	G29183103	3,142,809	9,470	SH		SOLE		0	0	9,470
ECOLAB INC	COM	278865100	2,208,466	9,425	SH		SOLE		0	0	9,425
EDISON INTL	COM	281020107	755,446	9,462	SH		SOLE		0	0	9,462
ELEVANCE HEALTH INC	COM	036752103	2,668,254	7,233	SH		SOLE		0	0	7,233
ELI LILLY & CO	COM	532457108	5,664,936	7,338	SH		SOLE		0	0	7,338
EMCOR GROUP INC	COM	29084Q100	1,452,026	3,199	SH		SOLE		0	0	3,199
EMERSON ELEC CO	COM	291011104	393,726	3,177	SH		SOLE		0	0	3,177
ENLINK MIDSTREAM LLC	COM UNIT REP LTD	29336T100	841,133	59,444	SH		SOLE		0	0	59,444
EOG RES INC	COM	26875P101	6,874,409	56,081	SH		SOLE		0	0	56,081
EQT CORP	COM	26884L109	1,975,767	42,849	SH		SOLE		0	0	42,849
ERIE INDTY CO	CL A	29530P102	490,966	1,191	SH		SOLE		0	0	1,191
ESAB CORPORATION	COM	29605J106	437,901	3,651	SH		SOLE		0	0	3,651
EVEREST GROUP LTD	COM	G3223R108	2,749,259	7,585	SH		SOLE		0	0	7,585
EXCELERATE ENERGY INC	CL A COM	30069T101	655,427	21,667	SH		SOLE		0	0	21,667
EXELON CORP	COM	30161N101	13,599,181	361,296	SH		SOLE		0	0	361,296
EXPEDITORS INTL WASH INC	COM	302130109	742,934	6,707	SH		SOLE		0	0	6,707
EXXON MOBIL CORP	COM	30231G102	6,564,890	61,029	SH		SOLE		0	0	61,029
FAIR ISAAC CORP	COM	303250104	6,442,649	3,236	SH		SOLE		0	0	3,236
FEDERATED HERMES INC	CL B	314211103	1,107,668	26,944	SH		SOLE		0	0	26,944
FIRSTENERGY CORP	COM	337932107	619,852	15,582	SH		SOLE		0	0	15,582
FLUTTER ENTMT PLC	SHS	G3643J108	1,769,090	6,845	SH		SOLE		0	0	6,845
FORD MTR CO	COM	345370860	1,537,965	155,350	SH		SOLE		0	0	155,350
FORTINET INC	COM	34959E109	7,256,536	76,805	SH		SOLE		0	0	76,805
FORTIVE CORP	COM	34959J108	1,730,550	23,074	SH		SOLE		0	0	23,074
FRANKLIN RESOURCES INC	COM	354613101	235,932	11,628	SH		SOLE		0	0	11,628
FREEPORT-MCMORAN INC	CL B	35671D857	3,759,943	98,738	SH		SOLE		0	0	98,738
FRONTIER GROUP HLDGS INC	COM	35909R108	251,388	35,357	SH		SOLE		0	0	35,357
GARMIN LTD	SHS	H2906T109	6,502,140	31,524	SH		SOLE		0	0	31,524
GARTNER INC	COM	366651107	11,000,376	22,706	SH		SOLE		0	0	22,706
GE AEROSPACE	COM NEW	369604301	8,180,716	49,048	SH		SOLE		0	0	49,048
GE VERNOVA INC	COM	36828A101	9,171,555	27,883	SH		SOLE		0	0	27,883
GENERAL DYNAMICS CORP	COM	369550108	5,219,210	19,808	SH		SOLE		0	0	19,808
GENERAL MLS INC	COM	370334104	2,119,268	33,233	SH		SOLE		0	0	33,233
GILEAD SCIENCES INC	COM	375558103	5,205,419	56,354	SH		SOLE		0	0	56,354
GOLDMAN SACHS GROUP INC	COM	38141G104	2,457,685	4,292	SH		SOLE		0	0	4,292
GRAINGER W W INC	COM	384802104	7,934,888	7,528	SH		SOLE		0	0	7,528
GRAY TELEVISION INC	COM	389375106	32,048	10,174	SH		SOLE		0	0	10,174
GRINDR INC	COM	39854F101	1,216,581	68,194	SH		SOLE		0	0	68,194
HAMILTON INSURANCE GROUP LTD	CL B	G42706104	1,027,144	53,975	SH		SOLE		0	0	53,975
HAWAIIAN ELEC INDUSTRIES	COM	419870100	892,601	91,737	SH		SOLE		0	0	91,737
HESS MIDSTREAM LP	CL A SHS	428103105	262,209	7,081	SH		SOLE		0	0	7,081
HOME DEPOT INC	COM	437076102	3,214,224	8,263	SH		SOLE		0	0	8,263
HOWMET AEROSPACE INC	COM	443201108	254,832	2,330	SH		SOLE		0	0	2,330
IDEXX LABS INC	COM	45168D104	3,432,792	8,303	SH		SOLE		0	0	8,303
INSPERITY INC	COM	45778Q107	1,227,836	15,841	SH		SOLE		0	0	15,841
INTAPP INC	COM	45827U109	1,824,578	28,469	SH		SOLE		0	0	28,469
INTEL CORP	COM	458140100	7,415,994	369,875	SH		SOLE		0	0	369,875
INTERCONTINENTAL EXCHANGE IN	COM	45866F104	601,702	4,038	SH		SOLE		0	0	4,038
INTUIT	COM	461202103	3,375,674	5,371	SH		SOLE		0	0	5,371
INTUITIVE SURGICAL INC	COM NEW	46120E602	5,368,359	10,285	SH		SOLE		0	0	10,285
IRADIMED CORP	COM	46266A109	803,880	14,616	SH		SOLE		0	0	14,616
IRONWOOD PHARMACEUTICALS INC	COM CL A	46333X108	366,485	82,728	SH		SOLE		0	0	82,728
JETBLUE AWYS CORP	COM	477143101	118,458	15,071	SH		SOLE		0	0	15,071
JOHNSON & JOHNSON	COM	478160104	16,408,151	113,457	SH		SOLE		0	0	113,457
JPMORGAN CHASE & CO.	COM	46625H100	17,999,105	75,087	SH		SOLE		0	0	75,087
KIMBERLY-CLARK CORP	COM	494368103	2,544,011	19,414	SH		SOLE		0	0	19,414
KINETIK HOLDINGS INC	COM NEW CL A	02215L209	1,913,622	33,744	SH		SOLE		0	0	33,744
KIRBY CORP	COM	497266106	1,310,016	12,382	SH		SOLE		0	0	12,382
KKR & CO INC	COM	48251W104	513,691	3,473	SH		SOLE		0	0	3,473
KLA CORP	COM NEW	482480100	8,894,774	14,116	SH		SOLE		0	0	14,116
KODIAK GAS SVCS INC	COM	50012A108	866,086	21,212	SH		SOLE		0	0	21,212
KYNDRYL HLDGS INC	COMMON STOCK	50155Q100	4,344,307	125,558	SH		SOLE		0	0	125,558
LAM RESEARCH CORP	COM NEW	512807306	8,995,091	124,534	SH		SOLE		0	0	124,534
LANCASTER COLONY CORP	COM	513847103	243,435	1,406	SH		SOLE		0	0	1,406
LANDSTAR SYS INC	COM	515098101	312,441	1,818	SH		SOLE		0	0	1,818
LAUDER ESTEE COS INC	CL A	518439104	334,261	4,458	SH		SOLE		0	0	4,458
LENNOX INTL INC	COM	526107107	5,854,764	9,609	SH		SOLE		0	0	9,609
LESLIES INC	COM	527064109	70,809	31,753	SH		SOLE		0	0	31,753
LINCOLN ELEC HLDGS INC	COM	533900106	574,970	3,067	SH		SOLE		0	0	3,067
LIVE NATION ENTERTAINMENT IN	COM	538034109	3,691,916	28,509	SH		SOLE		0	0	28,509
LOCKHEED MARTIN CORP	COM	539830109	5,638,362	11,603	SH		SOLE		0	0	11,603
LOWES COS INC	COM	548661107	1,605,187	6,504	SH		SOLE		0	0	6,504
LPL FINL HLDGS INC	COM	50212V100	2,272,510	6,960	SH		SOLE		0	0	6,960
LUMEN TECHNOLOGIES INC	COM	550241103	642,096	120,922	SH		SOLE		0	0	120,922
MADISON SQUARE GARDEN ENTMT	COM CL A	558256103	1,797,586	50,494	SH		SOLE		0	0	50,494
MADISON SQUARE GRDN SPRT COR	CL A	55825T103	1,820,561	8,067	SH		SOLE		0	0	8,067
MAPLEBEAR INC	COM	565394103	5,465,700	131,958	SH		SOLE		0	0	131,958
MARATHON PETE CORP	COM	56585A102	1,511,064	10,832	SH		SOLE		0	0	10,832
MARKEL GROUP INC	COM	570535104	1,039,190	602	SH		SOLE		0	0	602
MARSH & MCLENNAN COS INC	COM	571748102	10,263,014	48,317	SH		SOLE		0	0	48,317
MASCO CORP	COM	574599106	287,450	3,961	SH		SOLE		0	0	3,961
MASTERCARD INCORPORATED	CL A	57636Q104	20,617,322	39,154	SH		SOLE		0	0	39,154
MCDONALDS CORP	COM	580135101	2,780,045	9,590	SH		SOLE		0	0	9,590
MCKESSON CORP	COM	58155Q103	4,103,352	7,200	SH		SOLE		0	0	7,200
MERCADOLIBRE INC	COM	58733R102	4,145,673	2,438	SH		SOLE		0	0	2,438
MERCK & CO INC	COM	58933Y105	5,251,848	52,793	SH		SOLE		0	0	52,793
META PLATFORMS INC	CL A	30303M102	28,358,006	48,433	SH		SOLE		0	0	48,433
METTLER TOLEDO INTERNATIONAL	COM	592688105	691,379	565	SH		SOLE		0	0	565
MICRON TECHNOLOGY INC	COM	595112103	1,007,311	11,969	SH		SOLE		0	0	11,969
MICROSOFT CORP	COM	594918104	74,007,392	175,581	SH		SOLE		0	0	175,581
MOLINA HEALTHCARE INC	COM	60855R100	307,640	1,057	SH		SOLE		0	0	1,057
MONDELEZ INTL INC	CL A	609207105	1,700,453	28,469	SH		SOLE		0	0	28,469
MOODYS CORP	COM	615369105	5,285,176	11,165	SH		SOLE		0	0	11,165
MORGAN STANLEY	COM NEW	617446448	7,902,256	62,856	SH		SOLE		0	0	62,856
MORNINGSTAR INC	COM	617700109	7,380,095	21,915	SH		SOLE		0	0	21,915
MOTOROLA SOLUTIONS INC	COM NEW	620076307	2,465,073	5,333	SH		SOLE		0	0	5,333
MSCI INC	COM	55354G100	423,607	706	SH		SOLE		0	0	706
NAPCO SEC TECHNOLOGIES INC	COM	630402105	396,707	11,156	SH		SOLE		0	0	11,156
NATERA INC	COM	632307104	559,116	3,532	SH		SOLE		0	0	3,532
NATIONAL BEVERAGE CORP	COM	635017106	200,336	4,695	SH		SOLE		0	0	4,695
NETFLIX INC	COM	64110L106	922,516	1,035	SH		SOLE		0	0	1,035
NEW YORK TIMES CO	CL A	650111107	540,643	10,387	SH		SOLE		0	0	10,387
NEXTERA ENERGY INC	COM	65339F101	2,971,837	41,454	SH		SOLE		0	0	41,454
NEXTNAV INC	COMMON STOCK	65345N106	324,815	20,875	SH		SOLE		0	0	20,875
NIKE INC	CL B	654106103	1,813,583	23,967	SH		SOLE		0	0	23,967
NORTHROP GRUMMAN CORP	COM	666807102	2,453,917	5,229	SH		SOLE		0	0	5,229
NVIDIA CORPORATION	COM	67066G104	87,730,314	653,290	SH		SOLE		0	0	653,290
NVR INC	COM	62944T105	3,091,624	378	SH		SOLE		0	0	378
ONESTREAM INC	CL A	68278B107	1,247,037	43,725	SH		SOLE		0	0	43,725
ORACLE CORP	COM	68389X105	9,033,221	54,208	SH		SOLE		0	0	54,208
OREILLY AUTOMOTIVE INC	COM	67103H107	7,598,606	6,408	SH		SOLE		0	0	6,408
OSHKOSH CORP	COM	688239201	789,366	8,303	SH		SOLE		0	0	8,303
PACKAGING CORP AMER	COM	695156109	3,446,515	15,309	SH		SOLE		0	0	15,309
PACS GROUP INC	COM SHS	69380Q107	184,549	14,077	SH		SOLE		0	0	14,077
PALANTIR TECHNOLOGIES INC	CL A	69608A108	6,085,946	80,470	SH		SOLE		0	0	80,470
PARKER-HANNIFIN CORP	COM	701094104	3,053,580	4,801	SH		SOLE		0	0	4,801
PATTERSON-UTI ENERGY INC	COM	703481101	157,667	19,088	SH		SOLE		0	0	19,088
PAYCHEX INC	COM	704326107	1,080,115	7,703	SH		SOLE		0	0	7,703
PAYMENTUS HOLDINGS INC	COM CL A	70439P108	255,545	7,822	SH		SOLE		0	0	7,822
PAYONEER GLOBAL INC	COM	70451X104	2,056,975	204,878	SH		SOLE		0	0	204,878
PBF ENERGY INC	CL A	69318G106	657,537	24,766	SH		SOLE		0	0	24,766
PEGASYSTEMS INC	COM	705573103	505,517	5,424	SH		SOLE		0	0	5,424
PENTAIR PLC	SHS	G7S00T104	1,087,717	10,808	SH		SOLE		0	0	10,808
PEPSICO INC	COM	713448108	11,358,730	74,699	SH		SOLE		0	0	74,699
PERIMETER SOLUTIONS INC	COMMON STOCK	71385M107	154,114	12,059	SH		SOLE		0	0	12,059
PETCO HEALTH & WELLNESS CO I	COM	71601V105	917,886	240,915	SH		SOLE		0	0	240,915
PFIZER INC	COM	717081103	2,119,986	79,909	SH		SOLE		0	0	79,909
PG&E CORP	COM	69331C108	1,245,570	61,723	SH		SOLE		0	0	61,723
PHILIP MORRIS INTL INC	COM	718172109	6,090,914	50,610	SH		SOLE		0	0	50,610
PHILLIPS 66	COM	718546104	3,016,297	26,475	SH		SOLE		0	0	26,475
PITNEY BOWES INC	COM	724479100	1,151,783	159,086	SH		SOLE		0	0	159,086
PLAINS GP HLDGS L P	LTD PARTNR INT A	72651A207	7,418,444	403,615	SH		SOLE		0	0	403,615
POPULAR INC	COM NEW	733174700	976,907	10,386	SH		SOLE		0	0	10,386
PPG INDS INC	COM	693506107	3,610,615	30,227	SH		SOLE		0	0	30,227
PRINCIPAL FINANCIAL GROUP IN	COM	74251V102	3,524,168	45,526	SH		SOLE		0	0	45,526
PROCTER AND GAMBLE CO	COM	742718109	3,778,496	22,538	SH		SOLE		0	0	22,538
PROGRESSIVE CORP	COM	743315103	6,159,415	25,706	SH		SOLE		0	0	25,706
QUALCOMM INC	COM	747525103	2,417,979	15,740	SH		SOLE		0	0	15,740
QUANTA SVCS INC	COM	74762E102	1,876,389	5,937	SH		SOLE		0	0	5,937
REDDIT INC	CL A	75734B100	12,878,255	78,795	SH		SOLE		0	0	78,795
REGENERON PHARMACEUTICALS	COM	75886F107	477,973	671	SH		SOLE		0	0	671
REGIONS FINANCIAL CORP NEW	COM	7591EP100	220,288	9,366	SH		SOLE		0	0	9,366
REMITLY GLOBAL INC	COM	75960P104	1,807,202	80,071	SH		SOLE		0	0	80,071
REPUBLIC SVCS INC	COM	760759100	2,628,417	13,065	SH		SOLE		0	0	13,065
RLI CORP	COM	749607107	427,734	2,595	SH		SOLE		0	0	2,595
ROBINHOOD MKTS INC	COM CL A	770700102	5,523,832	148,251	SH		SOLE		0	0	148,251
ROBLOX CORP	CL A	771049103	4,048,001	69,962	SH		SOLE		0	0	69,962
ROCKET LAB USA INC	COM	773122106	979,653	38,463	SH		SOLE		0	0	38,463
ROLLINS INC	COM	775711104	1,245,564	26,873	SH		SOLE		0	0	26,873
ROPER TECHNOLOGIES INC	COM	776696106	4,036,115	7,764	SH		SOLE		0	0	7,764
ROSS STORES INC	COM	778296103	6,416,117	42,415	SH		SOLE		0	0	42,415
RTX CORPORATION	COM	75513E101	226,580	1,958	SH		SOLE		0	0	1,958
RUBRIK INC.	CL A	781154109	8,077,058	123,578	SH		SOLE		0	0	123,578
RUSH STREET INTERACTIVE INC	COM	782011100	956,462	69,713	SH		SOLE		0	0	69,713
S&P GLOBAL INC	COM	78409V104	6,037,618	12,123	SH		SOLE		0	0	12,123
SALESFORCE INC	COM	79466L302	1,115,659	3,337	SH		SOLE		0	0	3,337
SAMSARA INC	COM CL A	79589L106	2,726,474	62,405	SH		SOLE		0	0	62,405
SANA BIOTECHNOLOGY INC	COM	799566104	19,720	12,098	SH		SOLE		0	0	12,098
SERVICENOW INC	COM	81762P102	8,684,503	8,192	SH		SOLE		0	0	8,192
SHERWIN WILLIAMS CO	COM	824348106	2,010,686	5,915	SH		SOLE		0	0	5,915
SMITH A O CORP	COM	831865209	214,589	3,146	SH		SOLE		0	0	3,146
SNAP ON INC	COM	833034101	330,993	975	SH		SOLE		0	0	975
SOFI TECHNOLOGIES INC	COM	83406F102	2,030,536	131,853	SH		SOLE		0	0	131,853
SOLAREDGE TECHNOLOGIES INC	COM	83417M104	880,994	64,779	SH		SOLE		0	0	64,779
SOUTHERN CO	COM	842587107	5,608,379	68,129	SH		SOLE		0	0	68,129
SPS COMM INC	COM	78463M107	1,647,446	8,954	SH		SOLE		0	0	8,954
STATE STR CORP	COM	857477103	256,662	2,615	SH		SOLE		0	0	2,615
STRYKER CORPORATION	COM	863667101	2,320,882	6,446	SH		SOLE		0	0	6,446
SUNCOKE ENERGY INC	COM	86722A103	294,218	27,497	SH		SOLE		0	0	27,497
SUNNOVA ENERGY INTL INC.	COM	86745K104	71,591	20,872	SH		SOLE		0	0	20,872
SYNCHRONY FINANCIAL	COM	87165B103	1,656,135	25,479	SH		SOLE		0	0	25,479
SYSCO CORP	COM	871829107	342,694	4,482	SH		SOLE		0	0	4,482
TARGA RES CORP	COM	87612G101	7,899,161	44,253	SH		SOLE		0	0	44,253
TARGET CORP	COM	87612E106	1,052,917	7,789	SH		SOLE		0	0	7,789
TARSUS PHARMACEUTICALS INC	COM	87650L103	291,578	5,266	SH		SOLE		0	0	5,266
TE CONNECTIVITY PLC	ORD SHS	G87052109	2,188,728	15,309	SH		SOLE		0	0	15,309
TECHNIPFMC PLC	COM	G87110105	476,323	16,459	SH		SOLE		0	0	16,459
TELEPHONE & DATA SYS INC	COM NEW	879433829	558,926	16,386	SH		SOLE		0	0	16,386
TERADATA CORP DEL	COM	88076W103	787,877	25,293	SH		SOLE		0	0	25,293
TESLA INC	COM	88160R101	26,824,668	66,424	SH		SOLE		0	0	66,424
TEXAS INSTRS INC	COM	882508104	854,858	4,559	SH		SOLE		0	0	4,559
THE CIGNA GROUP	COM	125523100	5,237,271	18,966	SH		SOLE		0	0	18,966
THE TRADE DESK INC	COM CL A	88339J105	957,987	8,151	SH		SOLE		0	0	8,151
TIPTREE INC	COM	88822Q103	435,369	20,871	SH		SOLE		0	0	20,871
TJX COS INC NEW	COM	872540109	1,826,526	15,119	SH		SOLE		0	0	15,119
TOAST INC	CL A	888787108	8,180,729	224,437	SH		SOLE		0	0	224,437
TRANE TECHNOLOGIES PLC	SHS	G8994E103	3,471,521	9,399	SH		SOLE		0	0	9,399
TRAVELERS COMPANIES INC	COM	89417E109	201,384	836	SH		SOLE		0	0	836
TRUIST FINL CORP	COM	89832Q109	1,073,829	24,754	SH		SOLE		0	0	24,754
TYLER TECHNOLOGIES INC	COM	902252105	4,519,128	7,837	SH		SOLE		0	0	7,837
UL SOLUTIONS INC	CLASS A COM SHS	903731107	1,433,202	28,733	SH		SOLE		0	0	28,733
UNION PAC CORP	COM	907818108	11,668,351	51,168	SH		SOLE		0	0	51,168
UNITED NAT FOODS INC	COM	911163103	1,498,254	54,861	SH		SOLE		0	0	54,861
UNITED PARCEL SERVICE INC	CL B	911312106	1,589,869	12,608	SH		SOLE		0	0	12,608
UNITED STS LIME & MINERALS I	COM	911922102	552,198	4,160	SH		SOLE		0	0	4,160
UNITEDHEALTH GROUP INC	COM	91324P102	6,556,957	12,962	SH		SOLE		0	0	12,962
UNIVERSAL INS HLDGS INC	COM	91359V107	963,074	45,730	SH		SOLE		0	0	45,730
UPSTART HLDGS INC	COM	91680M107	1,459,578	23,706	SH		SOLE		0	0	23,706
US FOODS HLDG CORP	COM	912008109	753,798	11,174	SH		SOLE		0	0	11,174
VERALTO CORP	COM SHS	92338C103	6,766,914	66,440	SH		SOLE		0	0	66,440
VERISIGN INC	COM	92343E102	5,267,960	25,454	SH		SOLE		0	0	25,454
VERISK ANALYTICS INC	COM	92345Y106	798,472	2,899	SH		SOLE		0	0	2,899
VERIZON COMMUNICATIONS INC	COM	92343V104	1,324,789	33,128	SH		SOLE		0	0	33,128
VERTEX PHARMACEUTICALS INC	COM	92532F100	5,326,916	13,228	SH		SOLE		0	0	13,228
VIASAT INC	COM	92552V100	158,618	18,639	SH		SOLE		0	0	18,639
VIRTUS INVT PARTNERS INC	COM	92828Q109	575,052	2,607	SH		SOLE		0	0	2,607
VISA INC	COM CL A	92826C839	2,260,634	7,153	SH		SOLE		0	0	7,153
VITA COCO CO INC	COM	92846Q107	561,844	15,222	SH		SOLE		0	0	15,222
VULCAN MATLS CO	COM	929160109	1,105,317	4,297	SH		SOLE		0	0	4,297
WABTEC	COM	929740108	7,442,735	39,257	SH		SOLE		0	0	39,257
WALMART INC	COM	931142103	11,220,386	124,188	SH		SOLE		0	0	124,188
WARNER BROS DISCOVERY INC	COM SER A	934423104	1,378,613	130,427	SH		SOLE		0	0	130,427
WASTE MGMT INC DEL	COM	94106L109	5,430,371	26,911	SH		SOLE		0	0	26,911
WATTS WATER TECHNOLOGIES INC	CL A	942749102	1,030,324	5,068	SH		SOLE		0	0	5,068
WAYSTAR HLDG CORP	COM	946784105	810,409	22,082	SH		SOLE		0	0	22,082
WEAVE COMMUNICATIONS INC	COM	94724R108	329,608	20,704	SH		SOLE		0	0	20,704
WELLS FARGO CO NEW	COM	949746101	10,581,445	150,647	SH		SOLE		0	0	150,647
WILLIAMS COS INC	COM	969457100	3,627,988	67,036	SH		SOLE		0	0	67,036
WILLIAMS SONOMA INC	COM	969904101	267,400	1,444	SH		SOLE		0	0	1,444
WILLIS TOWERS WATSON PLC LTD	SHS	G96629103	2,459,247	7,851	SH		SOLE		0	0	7,851
WORLD ACCEP CORPORATION	COM	981419104	1,727,753	15,366	SH		SOLE		0	0	15,366
WORTHINGTON STL INC	COM SHS	982104101	212,812	6,688	SH		SOLE		0	0	6,688
XCEL ENERGY INC	COM	98389B100	256,373	3,797	SH		SOLE		0	0	3,797
YUM BRANDS INC	COM	988498101	915,105	6,821	SH		SOLE		0	0	6,821
ZOETIS INC	CL A	98978V103	2,609,487	16,016	SH		SOLE		0	0	16,016