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 |
MORGAN STANLEY | COM | 617446448 | 208,188 | 2,211 | SH | | SOLE | | 2,211 | 0 | 0 |
CHARTER | COM | 16119P108 | 242,385 | 834 | SH | | SOLE | | 834 | 0 | 0 |
VULCAN MATLS CO | COM | 929160109 | 245,628 | 900 | SH | | SOLE | | 900 | 0 | 0 |
ZSCALER INC | COM | 98980G102 | 288,945 | 1,500 | SH | | SOLE | | 1,500 | 0 | 0 |
CATALENT INC | COM | 148806102 | 310,475 | 5,500 | SH | | SOLE | | 5,500 | 0 | 0 |
CHURCH & DWIGHT CO INC | COM | 171340102 | 427,671 | 4,100 | SH | | SOLE | | 4,100 | 0 | 0 |
CARMAX INC | COM | 143130102 | 513,949 | 5,900 | SH | | SOLE | | 5,900 | 0 | 0 |
CORNING INC | COM | 219350105 | 622,944 | 18,900 | SH | | SOLE | | 18,900 | 0 | 0 |
SOUTHERN CO | COM | 842587107 | 781,966 | 10,900 | SH | | SOLE | | 10,900 | 0 | 0 |
KKR & CO INC | COM | 48251W104 | 1,046,032 | 10,400 | SH | | SOLE | | 10,400 | 0 | 0 |
PRUDENTIAL FINL INC | COM | 744320102 | 1,080,080 | 9,200 | SH | | SOLE | | 9,200 | 0 | 0 |
US BANCORP DEL | COM | 902973304 | 1,157,730 | 25,900 | SH | | SOLE | | 25,900 | 0 | 0 |
ROLLINS INC | COM | 775711104 | 1,177,572 | 25,450 | SH | | SOLE | | 25,450 | 0 | 0 |
HEALTHPEAK PROPERTIES INC | COM | 42250P103 | 1,246,875 | 66,500 | SH | | SOLE | | 66,500 | 0 | 0 |
KEYSIGHT TECHNOLOGIES INC | COM | 49338L103 | 1,344,868 | 8,600 | SH | | SOLE | | 8,600 | 0 | 0 |
DANAHER CORPORATION | COM | 235851102 | 1,398,432 | 5,600 | SH | | SOLE | | 5,600 | 0 | 0 |
FOX CORP CL B | COM | 35137L204 | 1,459,620 | 51,000 | SH | | SOLE | | 51,000 | 0 | 0 |
SIRIUS XM HOLDINGS INC | COM | 82968B103 | 1,521,670 | 392,183 | SH | | SOLE | | 392,183 | 0 | 0 |
CAESARS ENTERTAINMENT INC NE | COM | 12769G100 | 1,539,648 | 35,200 | SH | | SOLE | | 35,200 | 0 | 0 |
ANNALY CAPITAL MANAGEMENT IN | COM | 035710839 | 1,560,432 | 79,250 | SH | | SOLE | | 79,250 | 0 | 0 |
DOVER CORP | COM | 260003108 | 1,576,991 | 8,900 | SH | | SOLE | | 8,900 | 0 | 0 |
CME GROUP INC | COM | 12572Q105 | 1,700,791 | 7,900 | SH | | SOLE | | 7,900 | 0 | 0 |
PRINCIPAL FINANCIAL GROUP IN | COM | 74251V102 | 1,786,617 | 20,700 | SH | | SOLE | | 20,700 | 0 | 0 |
VERALTO CORP | COM | 92338C103 | 1,808,664 | 20,400 | SH | | SOLE | | 20,400 | 0 | 0 |
JUNIPER NETWORKS INC | COM | 48203R104 | 1,871,530 | 50,500 | SH | | SOLE | | 50,500 | 0 | 0 |
DIGITAL RLTY TR INC | COM | 253868103 | 1,944,540 | 13,500 | SH | | SOLE | | 13,500 | 0 | 0 |
COREBRIDGE FINL INC | COM | 21871X109 | 1,988,087 | 69,199 | SH | | SOLE | | 69,199 | 0 | 0 |
OKTA INC | CL A | 679295105 | 2,019,166 | 19,300 | SH | | SOLE | | 19,300 | 0 | 0 |
WESTROCK CO | COM | 96145D105 | 2,057,120 | 41,600 | SH | | SOLE | | 41,600 | 0 | 0 |
AMERICAN FINL GROUP INC OHIO | COM | 025932104 | 2,088,144 | 15,300 | SH | | SOLE | | 15,300 | 0 | 0 |
FIRSTENERGY CORP | COM | 337932107 | 2,216,788 | 57,400 | SH | | SOLE | | 57,400 | 0 | 0 |
ARES MANAGEMENT CORPORATION CL A | COM | 03990B101 | 2,234,064 | 16,800 | SH | | SOLE | | 16,800 | 0 | 0 |
HOLOGIC INC | COM | 436440101 | 2,292,024 | 29,400 | SH | | SOLE | | 29,400 | 0 | 0 |
STARBUCKS CORP | COM | 855244109 | 2,348,723 | 25,700 | SH | | SOLE | | 25,700 | 0 | 0 |
ALIGN TECHNOLOGY INC | COM | 016255101 | 2,361,024 | 7,200 | SH | | SOLE | | 7,200 | 0 | 0 |
BANK AMERICA CORP | COM | 060505104 | 2,377,584 | 62,700 | SH | | SOLE | | 62,700 | 0 | 0 |
MONGODB INC | CL A | 60937P106 | 2,402,888 | 6,700 | SH | | SOLE | | 6,700 | 0 | 0 |
SUN CMNTYS INC | COM | 866674104 | 2,468,736 | 19,200 | SH | | SOLE | | 19,200 | 0 | 0 |
CARRIER GLOBAL CORPORATION | COM | 14448C104 | 2,474,129 | 42,562 | SH | | SOLE | | 42,562 | 0 | 0 |
ENTEGRIS INC | COM | 29362U104 | 2,614,044 | 18,600 | SH | | SOLE | | 18,600 | 0 | 0 |
GALLAGHER ARTHUR J & CO | COM | 363576109 | 2,650,424 | 10,600 | SH | | SOLE | | 10,600 | 0 | 0 |
CARLYLE GROUP INC | COM | 14316J108 | 2,730,490 | 58,207 | SH | | SOLE | | 58,207 | 0 | 0 |
BIO RAD LABS INC | CL A | 090572207 | 2,801,547 | 8,100 | SH | | SOLE | | 8,100 | 0 | 0 |
BLOCK INC | CL A | 852234103 | 2,808,056 | 33,200 | SH | | SOLE | | 33,200 | 0 | 0 |
GRACO INC | COM | 384109104 | 2,859,876 | 30,600 | SH | | SOLE | | 30,600 | 0 | 0 |
SAMSARA INC | COM | 79589L106 | 2,872,040 | 76,000 | SH | | SOLE | | 76,000 | 0 | 0 |
ENPHASE ENERGY INC | COM | 29355A107 | 2,934,733 | 24,258 | SH | | SOLE | | 24,258 | 0 | 0 |
WP CAREY INC | COM | 92936U109 | 2,960,278 | 52,450 | SH | | SOLE | | 52,450 | 0 | 0 |
PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | 2,968,290 | 129,000 | SH | | SOLE | | 129,000 | 0 | 0 |
DATADOG INC CL A | COM | 23804L103 | 2,991,120 | 24,200 | SH | | SOLE | | 24,200 | 0 | 0 |
WARNER BROS DISCOVERY INC | COM | 934423104 | 3,032,409 | 347,355 | SH | | SOLE | | 347,355 | 0 | 0 |
CHARLES RIV LABS INTL INC | COM | 159864107 | 3,034,640 | 11,200 | SH | | SOLE | | 11,200 | 0 | 0 |
LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 3,115,773 | 29,458 | SH | | SOLE | | 29,458 | 0 | 0 |
HERSHEY CO | COM | 427866108 | 3,131,450 | 16,100 | SH | | SOLE | | 16,100 | 0 | 0 |
FACTSET RESH SYS INC | COM | 303075105 | 3,135,291 | 6,900 | SH | | SOLE | | 6,900 | 0 | 0 |
HOWMET AEROSPACE INC | COM | 443201108 | 3,161,466 | 46,200 | SH | | SOLE | | 46,200 | 0 | 0 |
NIKE INC | CL B | 654106103 | 3,279,902 | 34,900 | SH | | SOLE | | 34,900 | 0 | 0 |
EXELON CORP | COM | 30161N101 | 3,317,431 | 88,300 | SH | | SOLE | | 88,300 | 0 | 0 |
LEAR CORP | COM | 521865204 | 3,332,240 | 23,000 | SH | | SOLE | | 23,000 | 0 | 0 |
GLOBAL PMTS INC | COM | 37940X102 | 3,408,330 | 25,500 | SH | | SOLE | | 25,500 | 0 | 0 |
TRANSUNION | COM | 89400J107 | 3,479,280 | 43,600 | SH | | SOLE | | 43,600 | 0 | 0 |
COPART INC | COM | 217204106 | 3,480,992 | 60,100 | SH | | SOLE | | 60,100 | 0 | 0 |
U HAUL HOLDING | COM | 023586506 | 3,487,364 | 52,300 | SH | | SOLE | | 52,300 | 0 | 0 |
EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 3,545,276 | 37,100 | SH | | SOLE | | 37,100 | 0 | 0 |
KEYCORP | COM | 493267108 | 3,658,434 | 231,400 | SH | | SOLE | | 231,400 | 0 | 0 |
MARKETAXESS HLDGS INC | COM | 57060D108 | 3,727,250 | 17,000 | SH | | SOLE | | 17,000 | 0 | 0 |
HYATT HOTELS CORP | COM | 448579102 | 3,736,066 | 23,406 | SH | | SOLE | | 23,406 | 0 | 0 |
GENERAL MLS INC | COM | 370334104 | 3,750,392 | 53,600 | SH | | SOLE | | 53,600 | 0 | 0 |
AMERICAN INTL GROUP INC | COM | 026874784 | 3,791,245 | 48,500 | SH | | SOLE | | 48,500 | 0 | 0 |
HENRY JACK & ASSOC INC | COM | 426281101 | 3,891,552 | 22,400 | SH | | SOLE | | 22,400 | 0 | 0 |
STEEL DYNAMICS INC | COM | 858119100 | 3,942,918 | 26,600 | SH | | SOLE | | 26,600 | 0 | 0 |
POOL CORP | COM | 73278L105 | 3,994,650 | 9,900 | SH | | SOLE | | 9,900 | 0 | 0 |
PAYPAL HLDGS INC | COM | 70450Y103 | 4,030,721 | 60,169 | SH | | SOLE | | 60,169 | 0 | 0 |
VERTIV HOLDINGS CO | COM | 92537N108 | 4,058,999 | 49,700 | SH | | SOLE | | 49,700 | 0 | 0 |
ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 4,102,398 | 84,100 | SH | | SOLE | | 84,100 | 0 | 0 |
ARCHER DANIELS MIDLAND CO | COM | 039483102 | 4,139,179 | 65,900 | SH | | SOLE | | 65,900 | 0 | 0 |
NASDAQ INC | COM | 631103108 | 4,303,420 | 68,200 | SH | | SOLE | | 68,200 | 0 | 0 |
BIOGEN INC | COM | 09062X103 | 4,485,104 | 20,800 | SH | | SOLE | | 20,800 | 0 | 0 |
STATE STR CORP | COM | 857477103 | 4,538,684 | 58,700 | SH | | SOLE | | 58,700 | 0 | 0 |
FOX CORP CL A | COM | 35137L105 | 4,571,674 | 146,200 | SH | | SOLE | | 146,200 | 0 | 0 |
SNAP INC | CL A | 83304A106 | 4,572,484 | 398,300 | SH | | SOLE | | 398,300 | 0 | 0 |
CELSIUS HLDGS INC | COM | 15118V207 | 4,610,352 | 55,600 | SH | | SOLE | | 55,600 | 0 | 0 |
STANLEY BLACK & DECKER INC | COM | 854502101 | 4,651,675 | 47,500 | SH | | SOLE | | 47,500 | 0 | 0 |
HUBSPOT INC | COM | 443573100 | 4,699,200 | 7,500 | SH | | SOLE | | 7,500 | 0 | 0 |
BLACKROCK INC | COM | 09247X101 | 4,752,090 | 5,700 | SH | | SOLE | | 5,700 | 0 | 0 |
PFIZER INC | COM | 717081103 | 4,775,775 | 172,100 | SH | | SOLE | | 172,100 | 0 | 0 |
AE | COM | 00766T100 | 4,815,728 | 49,100 | SH | | SOLE | | 49,100 | 0 | 0 |
MARRIOTT INTL INC NEW | CL A | 571903202 | 4,846,118 | 19,207 | SH | | SOLE | | 19,207 | 0 | 0 |
FIFTH THIRD BANCORP | COM | 316773100 | 5,041,955 | 135,500 | SH | | SOLE | | 135,500 | 0 | 0 |
UIPATH INC | CL A | 90364P105 | 5,055,410 | 223,000 | SH | | SOLE | | 223,000 | 0 | 0 |
AIRBNB INC | COM | 009066101 | 5,097,264 | 30,900 | SH | | SOLE | | 30,900 | 0 | 0 |
MCDONALDS CORP | COM | 580135101 | 5,131,490 | 18,200 | SH | | SOLE | | 18,200 | 0 | 0 |
BURLINGTON STORES INC | COM | 122017106 | 5,247,494 | 22,600 | SH | | SOLE | | 22,600 | 0 | 0 |
MARKEL GROUP INC | COM | 570535104 | 5,340,395 | 3,510 | SH | | SOLE | | 3,510 | 0 | 0 |
C H ROBINSON WORLDWIDE INC | COM | 12541W209 | 5,466,852 | 71,800 | SH | | SOLE | | 71,800 | 0 | 0 |
AMERICAN HOMES 4 RENT | CL A | 02665T306 | 5,557,458 | 151,100 | SH | | SOLE | | 151,100 | 0 | 0 |
BANK NEW YORK MELLON CORP | COM | 064058100 | 5,640,998 | 97,900 | SH | | SOLE | | 97,900 | 0 | 0 |
OLD DOMINION FREIGHT LINE IN | COM | 679580100 | 5,658,198 | 25,800 | SH | | SOLE | | 25,800 | 0 | 0 |
VENTAS INC | COM | 92276F100 | 5,677,616 | 130,400 | SH | | SOLE | | 130,400 | 0 | 0 |
MOLSON COORS BEVERAGE CO | CL B | 60871R209 | 5,749,875 | 85,500 | SH | | SOLE | | 85,500 | 0 | 0 |
HUNTINGTON BANCSHARES INC | COM | 446150104 | 5,761,350 | 413,000 | SH | | SOLE | | 413,000 | 0 | 0 |
LKQ CORP | COM | 501889208 | 5,880,441 | 110,100 | SH | | SOLE | | 110,100 | 0 | 0 |
PARKER-HANNIFIN CORP | COM | 701094104 | 5,891,374 | 10,600 | SH | | SOLE | | 10,600 | 0 | 0 |
BEST BUY INC | COM | 086516101 | 5,964,647 | 72,713 | SH | | SOLE | | 72,713 | 0 | 0 |
ENTERGY CORP NEW | COM | 29364G103 | 5,981,488 | 56,600 | SH | | SOLE | | 56,600 | 0 | 0 |
GENUINE PARTS CO | COM | 372460105 | 5,995,791 | 38,700 | SH | | SOLE | | 38,700 | 0 | 0 |
RAYMOND JAMES FINL INC | COM | 754730109 | 6,061,424 | 47,200 | SH | | SOLE | | 47,200 | 0 | 0 |
LABORATORY CORP AMER HLDGS | COM | 50540R409 | 6,095,034 | 27,900 | SH | | SOLE | | 27,900 | 0 | 0 |
CDW CORP | COM | 12514G108 | 6,113,142 | 23,900 | SH | | SOLE | | 23,900 | 0 | 0 |
MONDELEZ INTL INC | CL A | 609207105 | 6,188,000 | 88,400 | SH | | SOLE | | 88,400 | 0 | 0 |
CINCINNATI FINL CORP | COM | 172062101 | 6,258,168 | 50,400 | SH | | SOLE | | 50,400 | 0 | 0 |
GENERAL ELECTRIC CO | COM | 369604301 | 6,266,421 | 35,700 | SH | | SOLE | | 35,700 | 0 | 0 |
INVITATION HOMES INC | COM | 46187W107 | 6,377,751 | 179,100 | SH | | SOLE | | 179,100 | 0 | 0 |
HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 6,377,969 | 29,900 | SH | | SOLE | | 29,900 | 0 | 0 |
QUEST DIAGNOSTICS INC | COM | 74834L100 | 6,389,280 | 48,000 | SH | | SOLE | | 48,000 | 0 | 0 |
CAMPBELL SOUP CO | COM | 134429109 | 6,409,690 | 144,200 | SH | | SOLE | | 144,200 | 0 | 0 |
TRACTOR SUPPLY CO | COM | 892356106 | 6,443,808 | 24,621 | SH | | SOLE | | 24,621 | 0 | 0 |
FRANKLIN RESOURCES INC | COM | 354613101 | 6,445,623 | 229,300 | SH | | SOLE | | 229,300 | 0 | 0 |
PPG INDS INC | COM | 693506107 | 6,471,669 | 44,663 | SH | | SOLE | | 44,663 | 0 | 0 |
ECOLAB INC | COM | 278865100 | 6,580,650 | 28,500 | SH | | SOLE | | 28,500 | 0 | 0 |
SEI INVTS CO | COM | 784117103 | 6,708,270 | 93,300 | SH | | SOLE | | 93,300 | 0 | 0 |
METLIFE INC | COM | 59156R108 | 6,803,298 | 91,800 | SH | | SOLE | | 91,800 | 0 | 0 |
SBA | COM | 78410G104 | 6,804,380 | 31,400 | SH | | SOLE | | 31,400 | 0 | 0 |
VEEVA SYS INC CL A | COM | 922475108 | 6,927,531 | 29,900 | SH | | SOLE | | 29,900 | 0 | 0 |
WELLTOWER INC | COM | 95040Q104 | 6,961,280 | 74,500 | SH | | SOLE | | 74,500 | 0 | 0 |
HEWLETT PACKARD ENTERPRISE C | COM | 42824C109 | 6,971,436 | 393,200 | SH | | SOLE | | 393,200 | 0 | 0 |
CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 6,976,248 | 2,400 | SH | | SOLE | | 2,400 | 0 | 0 |
PNC FINL SVCS GROUP INC | COM | 693475105 | 6,981,120 | 43,200 | SH | | SOLE | | 43,200 | 0 | 0 |
LPL FINL HLDGS INC | COM | 50212V100 | 7,001,300 | 26,500 | SH | | SOLE | | 26,500 | 0 | 0 |
FORTUNE BRANDS INNOVATIONS I | COM | 34964C106 | 7,315,488 | 86,400 | SH | | SOLE | | 86,400 | 0 | 0 |
ROPER TECHNOLOGIES INC | COM | 776696106 | 7,459,172 | 13,300 | SH | | SOLE | | 13,300 | 0 | 0 |
HENRY SCHEIN INC | COM | 806407102 | 7,472,402 | 98,946 | SH | | SOLE | | 98,946 | 0 | 0 |
WATSCO INC | COM | 942622200 | 7,473,081 | 17,300 | SH | | SOLE | | 17,300 | 0 | 0 |
CITIZENS FINL GROUP INC | COM | 174610105 | 7,504,772 | 206,800 | SH | | SOLE | | 206,800 | 0 | 0 |
AUTOZONE INC | COM | 053332102 | 7,563,960 | 2,400 | SH | | SOLE | | 2,400 | 0 | 0 |
BOSTON PROPERTIES INC | COM | 101121101 | 7,569,429 | 115,900 | SH | | SOLE | | 115,900 | 0 | 0 |
UNITED THERAPEUTICS CORP DEL | COM | 91307C102 | 7,626,704 | 33,200 | SH | | SOLE | | 33,200 | 0 | 0 |
BROWN & BROWN INC | COM | 115236101 | 7,747,290 | 88,500 | SH | | SOLE | | 88,500 | 0 | 0 |
REPUBLIC SVCS INC | COM | 760759100 | 7,849,040 | 41,000 | SH | | SOLE | | 41,000 | 0 | 0 |
EQUITABLE HLDGS INC | COM | 29452E101 | 7,974,498 | 209,800 | SH | | SOLE | | 209,800 | 0 | 0 |
GAMING & LEISURE PPTYS INC | COM | 36467J108 | 7,983,931 | 173,300 | SH | | SOLE | | 173,300 | 0 | 0 |
KIMCO RLTY CORP | COM | 49446R109 | 8,002,841 | 408,100 | SH | | SOLE | | 408,100 | 0 | 0 |
UNITED RENTALS INC | COM | 911363109 | 8,004,321 | 11,100 | SH | | SOLE | | 11,100 | 0 | 0 |
WEST PHARMACEUTICAL SVSC INC | COM | 955306105 | 8,032,913 | 20,300 | SH | | SOLE | | 20,300 | 0 | 0 |
FISERV INC | COM | 337738108 | 8,054,129 | 50,395 | SH | | SOLE | | 50,395 | 0 | 0 |
AVERY DENNISON CORP | COM | 053611109 | 8,059,325 | 36,100 | SH | | SOLE | | 36,100 | 0 | 0 |
GLOBE LIFE INC | COM | 37959E102 | 8,070,841 | 69,355 | SH | | SOLE | | 69,355 | 0 | 0 |
MGM RESORTS INTERNATIONAL | COM | 552953101 | 8,087,073 | 171,300 | SH | | SOLE | | 171,300 | 0 | 0 |
BERKLEY W R CORP | COM | 084423102 | 8,127,636 | 91,900 | SH | | SOLE | | 91,900 | 0 | 0 |
TARGET CORP | COM | 87612E106 | 8,133,939 | 45,900 | SH | | SOLE | | 45,900 | 0 | 0 |
F5 INC | COM | 315616102 | 8,210,195 | 43,305 | SH | | SOLE | | 43,305 | 0 | 0 |
REGENCY CTRS CORP | COM | 758849103 | 8,224,048 | 135,800 | SH | | SOLE | | 135,800 | 0 | 0 |
MATCH GROUP INC NEW | COM | 57667L107 | 8,455,852 | 233,072 | SH | | SOLE | | 233,072 | 0 | 0 |
DYNATRACE INC | COM | 268150109 | 8,475,300 | 182,500 | SH | | SOLE | | 182,500 | 0 | 0 |
ABBOTT LABS | COM | 002824100 | 8,536,775 | 75,108 | SH | | SOLE | | 75,108 | 0 | 0 |
CADENCE DESIGN SYSTEM INC | COM | 127387108 | 8,591,328 | 27,600 | SH | | SOLE | | 27,600 | 0 | 0 |
STRYKER CORPORATION | COM | 863667101 | 8,704,114 | 24,322 | SH | | SOLE | | 24,322 | 0 | 0 |
ZOOM VIDEO | COM | 98980L101 | 8,766,117 | 134,100 | SH | | SOLE | | 134,100 | 0 | 0 |
ROKU INC | COM | 77543R102 | 8,843,569 | 135,700 | SH | | SOLE | | 135,700 | 0 | 0 |
MARSH & MCLENNAN COS INC | COM | 571748102 | 8,918,934 | 43,300 | SH | | SOLE | | 43,300 | 0 | 0 |
SS&C TECHNOLOGIES HLDGS INC | COM | 78467J100 | 8,992,489 | 139,700 | SH | | SOLE | | 139,700 | 0 | 0 |
CLOROX CO DEL | COM | 189054109 | 9,048,801 | 59,100 | SH | | SOLE | | 59,100 | 0 | 0 |
3M CO | COM | 88579Y101 | 9,086,168 | 85,662 | SH | | SOLE | | 85,662 | 0 | 0 |
DOORDASH INC | CL A | 25809K105 | 9,089,520 | 66,000 | SH | | SOLE | | 66,000 | 0 | 0 |
NUCOR CORP | COM | 670346105 | 9,103,400 | 46,000 | SH | | SOLE | | 46,000 | 0 | 0 |
LATTICE SEMICONDUCTOR CORP | COM | 518415104 | 9,178,961 | 117,333 | SH | | SOLE | | 117,333 | 0 | 0 |
PROGRESSIVE CORP | COM | 743315103 | 9,203,490 | 44,500 | SH | | SOLE | | 44,500 | 0 | 0 |
METTLER TOLEDO INTERNATIONAL | COM | 592688105 | 9,319,030 | 7,000 | SH | | SOLE | | 7,000 | 0 | 0 |
ON SEMICONDUCTOR CORP | COM | 682189105 | 9,326,140 | 126,800 | SH | | SOLE | | 126,800 | 0 | 0 |
EXACT SCIENCES CORP | COM | 30063P105 | 9,378,348 | 135,800 | SH | | SOLE | | 135,800 | 0 | 0 |
EXPEDIA GROUP INC | COM | 30212P303 | 9,477,200 | 68,800 | SH | | SOLE | | 68,800 | 0 | 0 |
TRADEWEB MKTS INC | CL A | 892672106 | 9,521,138 | 91,400 | SH | | SOLE | | 91,400 | 0 | 0 |
WYNN RESORTS LTD | COM | 983134107 | 9,568,728 | 93,600 | SH | | SOLE | | 93,600 | 0 | 0 |
VIATRIS INC | COM | 92556V106 | 9,745,583 | 816,213 | SH | | SOLE | | 816,213 | 0 | 0 |
AVANTOR INC | COM | 05352A100 | 9,780,525 | 382,500 | SH | | SOLE | | 382,500 | 0 | 0 |
VISA INC | COM | 92826C839 | 10,030,414 | 35,941 | SH | | SOLE | | 35,941 | 0 | 0 |
PRICE T ROWE GROUP INC | COM | 74144T108 | 10,034,016 | 82,300 | SH | | SOLE | | 82,300 | 0 | 0 |
MID-AMER APT CMNTYS INC | COM | 59522J103 | 10,039,554 | 76,300 | SH | | SOLE | | 76,300 | 0 | 0 |
AFLAC INC | COM | 001055102 | 10,071,378 | 117,300 | SH | | SOLE | | 117,300 | 0 | 0 |
QORVO INC | COM | 74736K101 | 10,139,489 | 88,300 | SH | | SOLE | | 88,300 | 0 | 0 |
CAMDEN PPTY TR | SH BEN INT | 133131102 | 10,174,560 | 103,400 | SH | | SOLE | | 103,400 | 0 | 0 |
NORTHERN TR CORP | COM | 665859104 | 10,216,908 | 114,900 | SH | | SOLE | | 114,900 | 0 | 0 |
NEUROCRINE BIOSCIENCES INC | COM | 64125C109 | 10,261,248 | 74,400 | SH | | SOLE | | 74,400 | 0 | 0 |
HCA HEALTHCARE INC | COM | 40412C101 | 10,272,724 | 30,800 | SH | | SOLE | | 30,800 | 0 | 0 |
OTIS WORLDWIDE CORP | COM | 68902V107 | 10,347,309 | 104,234 | SH | | SOLE | | 104,234 | 0 | 0 |
DISCOVER FINL SVCS | COM | 254709108 | 10,369,219 | 79,100 | SH | | SOLE | | 79,100 | 0 | 0 |
YUM BRANDS INC | COM | 988498101 | 10,371,020 | 74,800 | SH | | SOLE | | 74,800 | 0 | 0 |
INCYTE CORP | COM | 45337C102 | 10,442,601 | 183,300 | SH | | SOLE | | 183,300 | 0 | 0 |
MASTERCARD INCORPORATED | CL A | 57636Q104 | 10,450,069 | 21,700 | SH | | SOLE | | 21,700 | 0 | 0 |
FIDELITY NATIONAL FINANCIAL FNF GROUP | COM | 31620R303 | 10,545,660 | 198,600 | SH | | SOLE | | 198,600 | 0 | 0 |
VERISIGN INC | COM | 92343E102 | 10,612,560 | 56,000 | SH | | SOLE | | 56,000 | 0 | 0 |
PEPSICO INC | COM | 713448108 | 10,675,610 | 61,000 | SH | | SOLE | | 61,000 | 0 | 0 |
ASSURANT INC | COM | 04621X108 | 10,692,032 | 56,800 | SH | | SOLE | | 56,800 | 0 | 0 |
ZOETIS INC | CL A | 98978V103 | 10,744,835 | 63,500 | SH | | SOLE | | 63,500 | 0 | 0 |
AMERIPRISE FINL INC | COM | 03076C106 | 10,873,312 | 24,800 | SH | | SOLE | | 24,800 | 0 | 0 |
ERIE INDTY CO | CL A | 29530P102 | 10,922,704 | 27,200 | SH | | SOLE | | 27,200 | 0 | 0 |
APOLLO GLOBAL MGMT INC | COM | 03769M106 | 10,999,522 | 97,817 | SH | | SOLE | | 97,817 | 0 | 0 |
ESSEX PPTY TR INC | COM | 297178105 | 11,016,450 | 45,000 | SH | | SOLE | | 45,000 | 0 | 0 |
FIRST CTZNS BANCSHARES INC N | CL A | 31946M103 | 11,118,000 | 6,800 | SH | | SOLE | | 6,800 | 0 | 0 |
DEERE & CO | COM | 244199105 | 11,213,202 | 27,300 | SH | | SOLE | | 27,300 | 0 | 0 |
DROPBOX INC | CL A | 26210C104 | 11,301,930 | 465,100 | SH | | SOLE | | 465,100 | 0 | 0 |
ALLY FINL INC | COM | 02005N100 | 11,409,849 | 281,100 | SH | | SOLE | | 281,100 | 0 | 0 |
BOOZ ALLEN HAMILTON HLDG COR | CL A | 099502106 | 11,518,944 | 77,600 | SH | | SOLE | | 77,600 | 0 | 0 |
AMERICAN EXPRESS CO | COM | 025816109 | 11,577,581 | 50,848 | SH | | SOLE | | 50,848 | 0 | 0 |
AVALONBAY CMNTYS INC | COM | 053484101 | 11,597,500 | 62,500 | SH | | SOLE | | 62,500 | 0 | 0 |
KELLANOVA | COM | 487836108 | 11,601,225 | 202,500 | SH | | SOLE | | 202,500 | 0 | 0 |
IDEXX LABS INC | COM | 45168D104 | 11,608,495 | 21,500 | SH | | SOLE | | 21,500 | 0 | 0 |
REGIONS FINANCIAL CORP NEW | COM | 7591EP100 | 11,679,304 | 555,100 | SH | | SOLE | | 555,100 | 0 | 0 |
RPM INTL INC | COM | 749685103 | 11,906,895 | 100,100 | SH | | SOLE | | 100,100 | 0 | 0 |
SYNCHRONY FINANCIAL | COM | 87165B103 | 11,909,744 | 276,200 | SH | | SOLE | | 276,200 | 0 | 0 |
WABTEC | COM | 929740108 | 11,974,896 | 82,200 | SH | | SOLE | | 82,200 | 0 | 0 |
IQVIA HLDGS INC | COM | 46266C105 | 12,113,431 | 47,900 | SH | | SOLE | | 47,900 | 0 | 0 |
CROWN CASTLE INC | COM | 22822V101 | 12,128,118 | 114,600 | SH | | SOLE | | 114,600 | 0 | 0 |
SYNOPSYS INC | COM | 871607107 | 12,172,950 | 21,300 | SH | | SOLE | | 21,300 | 0 | 0 |
M & T BK CORP | COM | 55261F104 | 12,347,856 | 84,900 | SH | | SOLE | | 84,900 | 0 | 0 |
ATLASSIAN CORPORATION | CL A | 049468101 | 12,389,485 | 63,500 | SH | | SOLE | | 63,500 | 0 | 0 |
UDR INC | COM | 902653104 | 12,532,350 | 335,000 | SH | | SOLE | | 335,000 | 0 | 0 |
T-MOBILE US INC | COM | 872590104 | 12,633,228 | 77,400 | SH | | SOLE | | 77,400 | 0 | 0 |
SYSCO CORP | COM | 871829107 | 12,761,496 | 157,200 | SH | | SOLE | | 157,200 | 0 | 0 |
LIBERTY MEDIA CORP DEL | COM | 531229789 | 12,805,010 | 431,000 | SH | | SOLE | | 431,000 | 0 | 0 |
CATERPILLAR INC | COM | 149123101 | 12,825,050 | 35,000 | SH | | SOLE | | 35,000 | 0 | 0 |
CBRE GROUP INC | CL A | 12504L109 | 12,962,092 | 133,300 | SH | | SOLE | | 133,300 | 0 | 0 |
HARTFORD FINL SVCS GROUP INC | COM | 416515104 | 13,035,825 | 126,500 | SH | | SOLE | | 126,500 | 0 | 0 |
PACCAR INC | COM | 693718108 | 13,138,534 | 106,050 | SH | | SOLE | | 106,050 | 0 | 0 |
NVR INC | COM | 62944T105 | 13,202,935 | 1,630 | SH | | SOLE | | 1,630 | 0 | 0 |
AKAMAI TECHNOLOGIES INC | COM | 00971T101 | 13,279,596 | 122,100 | SH | | SOLE | | 122,100 | 0 | 0 |
VICI PPTYS INC | COM | 925652109 | 13,414,437 | 450,300 | SH | | SOLE | | 450,300 | 0 | 0 |
WATERS CORP | COM | 941848103 | 13,542,008 | 39,340 | SH | | SOLE | | 39,340 | 0 | 0 |
BORGWARNER INC | COM | 099724106 | 13,774,410 | 396,500 | SH | | SOLE | | 396,500 | 0 | 0 |
CARLISLE COS INC | COM | 142339100 | 13,910,675 | 35,500 | SH | | SOLE | | 35,500 | 0 | 0 |
PALO ALTO NETWORKS INC | COM | 697435105 | 13,979,196 | 49,200 | SH | | SOLE | | 49,200 | 0 | 0 |
DARDEN RESTAURANTS INC | COM | 237194105 | 14,007,170 | 83,800 | SH | | SOLE | | 83,800 | 0 | 0 |
BATH & BODY WORKS INC | COM | 070830104 | 14,075,628 | 281,400 | SH | | SOLE | | 281,400 | 0 | 0 |
DECKERS OUTDOOR CORP | COM | 243537107 | 14,118,900 | 15,000 | SH | | SOLE | | 15,000 | 0 | 0 |
TERADYNE INC | COM | 880770102 | 14,148,882 | 125,400 | SH | | SOLE | | 125,400 | 0 | 0 |
WASTE MGMT INC DEL | COM | 94106L109 | 14,153,160 | 66,400 | SH | | SOLE | | 66,400 | 0 | 0 |
ARISTA NETWORKS INC | COM | 040413106 | 14,180,022 | 48,900 | SH | | SOLE | | 48,900 | 0 | 0 |
HUBBELL INC | COM | 443510607 | 14,194,710 | 34,200 | SH | | SOLE | | 34,200 | 0 | 0 |
CBOE GLOBAL MKTS INC | COM | 12503M108 | 14,239,075 | 77,500 | SH | | SOLE | | 77,500 | 0 | 0 |
D R HORTON INC | COM | 23331A109 | 14,266,485 | 86,700 | SH | | SOLE | | 86,700 | 0 | 0 |
SNAP ON INC | COM | 833034101 | 14,396,292 | 48,600 | SH | | SOLE | | 48,600 | 0 | 0 |
EQUITY RESIDENTIAL | SH BEN INT | 29476L107 | 14,584,721 | 231,100 | SH | | SOLE | | 231,100 | 0 | 0 |
PACKAGING CORP AMER | COM | 695156109 | 14,651,016 | 77,200 | SH | | SOLE | | 77,200 | 0 | 0 |
AMGEN INC | COM | 031162100 | 14,813,072 | 52,100 | SH | | SOLE | | 52,100 | 0 | 0 |
INTERPUBLIC GROUP COS INC | COM | 460690100 | 14,941,277 | 457,900 | SH | | SOLE | | 457,900 | 0 | 0 |
AMERICAN TOWER CORP NEW | COM | 03027X100 | 15,036,599 | 76,100 | SH | | SOLE | | 76,100 | 0 | 0 |
EPAM SYS INC | COM | 29414B104 | 15,216,416 | 55,100 | SH | | SOLE | | 55,100 | 0 | 0 |
SHERWIN WILLIAMS CO | COM | 824348106 | 15,247,787 | 43,900 | SH | | SOLE | | 43,900 | 0 | 0 |
VERISK ANALYTICS INC | COM | 92345Y106 | 15,463,888 | 65,600 | SH | | SOLE | | 65,600 | 0 | 0 |
SMITH A O CORP | COM | 831865209 | 15,574,986 | 174,100 | SH | | SOLE | | 174,100 | 0 | 0 |
SOUTHERN COPPER CORP | COM | 84265V105 | 15,583,876 | 146,300 | SH | | SOLE | | 146,300 | 0 | 0 |
UNIVERSAL HLTH SVCS INC | CL B | 913903100 | 15,691,560 | 86,000 | SH | | SOLE | | 86,000 | 0 | 0 |
PUBLIC STORAGE | COM | 74460D109 | 15,750,258 | 54,300 | SH | | SOLE | | 54,300 | 0 | 0 |
PINTEREST INC | CL A | 72352L106 | 15,989,804 | 461,200 | SH | | SOLE | | 461,200 | 0 | 0 |
UBER TECHNOLOGIES INC | COM | 90353T100 | 15,998,522 | 207,800 | SH | | SOLE | | 207,800 | 0 | 0 |
RELIANCE INC | COM | 759509102 | 16,040,640 | 48,000 | SH | | SOLE | | 48,000 | 0 | 0 |
NEWS CORP NEW | CL A | 65249B109 | 16,079,756 | 614,200 | SH | | SOLE | | 614,200 | 0 | 0 |
EQUITY LIFESTYLE PPTYS INC | COM | 29472R108 | 16,151,520 | 250,800 | SH | | SOLE | | 250,800 | 0 | 0 |
CSX CORP | COM | 126408103 | 16,314,507 | 440,100 | SH | | SOLE | | 440,100 | 0 | 0 |
UNITED PARCEL SERVICE INC | CL B | 911312106 | 16,346,773 | 109,983 | SH | | SOLE | | 109,983 | 0 | 0 |
SERVICENOW INC | COM | 81762P102 | 16,391,600 | 21,500 | SH | | SOLE | | 21,500 | 0 | 0 |
WORKDAY INC | CL A | 98138H101 | 16,665,025 | 61,100 | SH | | SOLE | | 61,100 | 0 | 0 |
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 16,970,170 | 29,198 | SH | | SOLE | | 29,198 | 0 | 0 |
UNION PAC CORP | COM | 907818108 | 16,997,206 | 69,114 | SH | | SOLE | | 69,114 | 0 | 0 |
ROCKWELL AUTOMATION INC | COM | 773903109 | 17,130,204 | 58,800 | SH | | SOLE | | 58,800 | 0 | 0 |
EDISON INTL | COM | 281020107 | 17,491,529 | 247,300 | SH | | SOLE | | 247,300 | 0 | 0 |
GRAINGER W W INC | COM | 384802104 | 17,497,560 | 17,200 | SH | | SOLE | | 17,200 | 0 | 0 |
AUTOMATIC DATA PROCESSING IN | COM | 053015103 | 17,856,410 | 71,500 | SH | | SOLE | | 71,500 | 0 | 0 |
PAYCHEX INC | COM | 704326107 | 18,002,480 | 146,600 | SH | | SOLE | | 146,600 | 0 | 0 |
COCA COLA CO | COM | 191216100 | 18,812,850 | 307,500 | SH | | SOLE | | 307,500 | 0 | 0 |
FORTINET INC | COM | 34959E109 | 18,846,729 | 275,900 | SH | | SOLE | | 275,900 | 0 | 0 |
MASCO CORP | COM | 574599106 | 18,875,984 | 239,300 | SH | | SOLE | | 239,300 | 0 | 0 |
CVS HEALTH CORP | COM | 126650100 | 19,804,408 | 248,300 | SH | | SOLE | | 248,300 | 0 | 0 |
CAPITAL ONE FINL CORP | COM | 14040H105 | 19,921,482 | 133,800 | SH | | SOLE | | 133,800 | 0 | 0 |
OWENS CORNING NEW | COM | 690742101 | 20,983,440 | 125,800 | SH | | SOLE | | 125,800 | 0 | 0 |
ROSS STORES INC | COM | 778296103 | 20,986,680 | 143,000 | SH | | SOLE | | 143,000 | 0 | 0 |
EBAY INC. | COM | 278642103 | 21,200,565 | 401,678 | SH | | SOLE | | 401,678 | 0 | 0 |
SIMON PPTY GROUP INC NEW | COM | 828806109 | 21,986,845 | 140,500 | SH | | SOLE | | 140,500 | 0 | 0 |
AMAZON | COM | 023135106 | 22,150,664 | 122,800 | SH | | SOLE | | 122,800 | 0 | 0 |
SUPER MICRO | COM | 86800U104 | 22,725,675 | 22,500 | SH | | SOLE | | 22,500 | 0 | 0 |
ELECTRONIC ARTS INC | COM | 285512109 | 22,805,973 | 171,900 | SH | | SOLE | | 171,900 | 0 | 0 |
LAM RESEARCH CORP | COM | 512807108 | 22,831,895 | 23,500 | SH | | SOLE | | 23,500 | 0 | 0 |
DOCUSIGN INC | COM | 256163106 | 23,176,860 | 389,200 | SH | | SOLE | | 389,200 | 0 | 0 |
FAIR ISAAC CORP | COM | 303250104 | 23,492,668 | 18,800 | SH | | SOLE | | 18,800 | 0 | 0 |
COSTCO WHSL CORP NEW | COM | 22160K105 | 23,590,686 | 32,200 | SH | | SOLE | | 32,200 | 0 | 0 |
IRON MTN INC DEL | COM | 46284V101 | 23,659,865 | 294,974 | SH | | SOLE | | 294,974 | 0 | 0 |
ILLINOIS TOOL WKS INC | COM | 452308109 | 24,122,867 | 89,900 | SH | | SOLE | | 89,900 | 0 | 0 |
DELL TECHNOLOGIES INC | CL C | 24703L202 | 24,168,498 | 211,800 | SH | | SOLE | | 211,800 | 0 | 0 |
GODADDY INC | CL A | 380237107 | 24,234,456 | 204,200 | SH | | SOLE | | 204,200 | 0 | 0 |
DAVITA INC | COM | 23918K108 | 24,365,825 | 176,500 | SH | | SOLE | | 176,500 | 0 | 0 |
SALESFORCE INC | COM | 79466L302 | 24,394,978 | 80,998 | SH | | SOLE | | 80,998 | 0 | 0 |
HOST HOTELS & RESORTS INC | COM | 44107P104 | 25,167,560 | 1,217,000 | SH | | SOLE | | 1,217,000 | 0 | 0 |
REGENERON PHARMACEUTICALS | COM | 75886F107 | 25,505,985 | 26,500 | SH | | SOLE | | 26,500 | 0 | 0 |
ROBERT HALF INC. | COM | 770323103 | 25,512,304 | 321,800 | SH | | SOLE | | 321,800 | 0 | 0 |
MOLINA HEALTHCARE INC | COM | 60855R100 | 25,841,207 | 62,900 | SH | | SOLE | | 62,900 | 0 | 0 |
GOLDMAN SACHS GROUP INC | COM | 38141G104 | 25,937,296 | 62,097 | SH | | SOLE | | 62,097 | 0 | 0 |
FASTENAL CO | COM | 311900104 | 26,497,590 | 343,500 | SH | | SOLE | | 343,500 | 0 | 0 |
GEN DIGITAL INC | COM | 668771108 | 26,550,720 | 1,185,300 | SH | | SOLE | | 1,185,300 | 0 | 0 |
PULTE GROUP INC | COM | 745867101 | 26,572,586 | 220,300 | SH | | SOLE | | 220,300 | 0 | 0 |
AT&T INC | COM | 00206R102 | 26,584,800 | 1,510,500 | SH | | SOLE | | 1,510,500 | 0 | 0 |
VISTRA CORP | COM | 92840M102 | 26,877,935 | 385,900 | SH | | SOLE | | 385,900 | 0 | 0 |
PG&E CORP | COM | 69331C108 | 27,213,212 | 1,623,700 | SH | | SOLE | | 1,623,700 | 0 | 0 |
CENCORA INC | COM | 03073E105 | 27,409,272 | 112,800 | SH | | SOLE | | 112,800 | 0 | 0 |
EXPEDITORS INTL WASH INC | COM | 302130109 | 27,426,192 | 225,600 | SH | | SOLE | | 225,600 | 0 | 0 |
BROADRIDGE FINL SOLUTIONS IN | COM | 11133T103 | 27,492,212 | 134,200 | SH | | SOLE | | 134,200 | 0 | 0 |
AUTODESK INC | COM | 052769106 | 27,786,814 | 106,700 | SH | | SOLE | | 106,700 | 0 | 0 |
AGILENT TECHNOLOGIES INC | COM | 00846U101 | 27,836,063 | 191,300 | SH | | SOLE | | 191,300 | 0 | 0 |
THE CIGNA GROUP | COM | 125523100 | 27,892,992 | 76,800 | SH | | SOLE | | 76,800 | 0 | 0 |
HUMANA INC | COM | 444859102 | 28,223,008 | 81,400 | SH | | SOLE | | 81,400 | 0 | 0 |
OMNI | COM | 681919106 | 28,906,760 | 298,747 | SH | | SOLE | | 298,747 | 0 | 0 |
WEYERHAEUSER CO MTN BE | COM | 962166104 | 29,295,378 | 815,800 | SH | | SOLE | | 815,800 | 0 | 0 |
JPMORGAN CHASE & CO | COM | 46625H100 | 29,684,460 | 148,200 | SH | | SOLE | | 148,200 | 0 | 0 |
CENTENE CORP DEL | COM | 15135B101 | 29,720,376 | 378,700 | SH | | SOLE | | 378,700 | 0 | 0 |
MICROCHIP TECHNOLOGY INC. | COM | 595017104 | 29,725,050 | 331,346 | SH | | SOLE | | 331,346 | 0 | 0 |
CONSTELLATION ENERGY CORP | COM | 21037T109 | 29,742,365 | 160,900 | SH | | SOLE | | 160,900 | 0 | 0 |
JOHNSON & JOHNSON | COM | 478160104 | 29,897,910 | 189,000 | SH | | SOLE | | 189,000 | 0 | 0 |
DOMINOS PIZZA INC | COM | 25754A201 | 30,409,056 | 61,200 | SH | | SOLE | | 61,200 | 0 | 0 |
ELEVANCE HEALTH INC | COM | 036752103 | 30,801,276 | 59,400 | SH | | SOLE | | 59,400 | 0 | 0 |
MERCK & CO INC | COM | 58933Y105 | 31,206,175 | 236,500 | SH | | SOLE | | 236,500 | 0 | 0 |
CISCO SYS INC | COM | 17275R102 | 31,213,714 | 625,400 | SH | | SOLE | | 625,400 | 0 | 0 |
PUBLIC SVC ENTERPRISE GRP IN | COM | 744573106 | 31,286,430 | 468,500 | SH | | SOLE | | 468,500 | 0 | 0 |
MCKESSON CORP | COM | 58155Q103 | 31,459,410 | 58,600 | SH | | SOLE | | 58,600 | 0 | 0 |
COLGATE PALMOLIVE CO | COM | 194162103 | 31,516,149 | 349,985 | SH | | SOLE | | 349,985 | 0 | 0 |
LULULEMON ATHLETICA INC | COM | 550021109 | 31,564,520 | 80,800 | SH | | SOLE | | 80,800 | 0 | 0 |
ELI LILLY & CO | COM | 532457108 | 32,207,544 | 41,400 | SH | | SOLE | | 41,400 | 0 | 0 |
CARDINAL HEALTH INC | COM | 14149Y108 | 32,249,580 | 288,200 | SH | | SOLE | | 288,200 | 0 | 0 |
ALBERTSONS COS INC | COM | 013091103 | 33,431,392 | 1,559,300 | SH | | SOLE | | 1,559,300 | 0 | 0 |
CINTAS CORP | COM | 172908105 | 33,733,173 | 49,100 | SH | | SOLE | | 49,100 | 0 | 0 |
UNITEDHEALTH GROUP INC | COM | 91324P102 | 34,084,830 | 68,900 | SH | | SOLE | | 68,900 | 0 | 0 |
VERTEX PHARMACEUTICALS INC | COM | 92532F100 | 34,193,218 | 81,800 | SH | | SOLE | | 81,800 | 0 | 0 |
VERIZON | COM | 92343V104 | 34,218,380 | 815,500 | SH | | SOLE | | 815,500 | 0 | 0 |
SKYWORKS SOLUTIONS INC | COM | 83088M102 | 35,258,160 | 325,500 | SH | | SOLE | | 325,500 | 0 | 0 |
KIMBERLY-CLARK CORP | COM | 494368103 | 36,153,325 | 279,500 | SH | | SOLE | | 279,500 | 0 | 0 |
LOWES COS INC | COM | 548661107 | 38,082,135 | 149,500 | SH | | SOLE | | 149,500 | 0 | 0 |
KLA CORP | COM | 482480100 | 39,608,919 | 56,700 | SH | | SOLE | | 56,700 | 0 | 0 |
ULTA BEAUTY INC | COM | 90384S303 | 40,104,896 | 76,700 | SH | | SOLE | | 76,700 | 0 | 0 |
BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 40,396,135 | 193,700 | SH | | SOLE | | 193,700 | 0 | 0 |
BOOKING HOLDINGS INC | COM | 09857L108 | 40,995,044 | 11,300 | SH | | SOLE | | 11,300 | 0 | 0 |
INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 41,132,784 | 215,400 | SH | | SOLE | | 215,400 | 0 | 0 |
INTUIT | COM | 461202103 | 41,535,000 | 63,900 | SH | | SOLE | | 63,900 | 0 | 0 |
COMCAST CORP NEW | CL A | 20030N101 | 41,729,620 | 962,621 | SH | | SOLE | | 962,621 | 0 | 0 |
GILEAD SCIENCES INC | COM | 375558103 | 41,964,925 | 572,900 | SH | | SOLE | | 572,900 | 0 | 0 |
TJX COS INC NEW | COM | 872540109 | 43,164,352 | 425,600 | SH | | SOLE | | 425,600 | 0 | 0 |
HOME DEPOT INC | COM | 437076102 | 45,149,720 | 117,700 | SH | | SOLE | | 117,700 | 0 | 0 |
GARTNER INC | COM | 366651107 | 45,378,984 | 95,200 | SH | | SOLE | | 95,200 | 0 | 0 |
DICKS SPORTING GOODS INC | COM | 253393102 | 46,456,076 | 206,600 | SH | | SOLE | | 206,600 | 0 | 0 |
FEDEX CORP | COM | 31428X106 | 47,401,464 | 163,600 | SH | | SOLE | | 163,600 | 0 | 0 |
ABBVIE INC | COM | 00287Y109 | 51,297,570 | 281,700 | SH | | SOLE | | 281,700 | 0 | 0 |
HP INC | COM | 40434L105 | 52,301,754 | 1,730,700 | SH | | SOLE | | 1,730,700 | 0 | 0 |
BRISTOL-MYERS SQUIBB CO | COM | 110122108 | 55,260,370 | 1,019,000 | SH | | SOLE | | 1,019,000 | 0 | 0 |
NETAPP INC | COM | 64110D104 | 56,158,950 | 535,000 | SH | | SOLE | | 535,000 | 0 | 0 |
NETFLIX INC | COM | 64110L106 | 58,242,947 | 95,900 | SH | | SOLE | | 95,900 | 0 | 0 |
COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 59,415,983 | 810,697 | SH | | SOLE | | 810,697 | 0 | 0 |
META PLATFORMS INC | CL A | 30303M102 | 59,532,108 | 122,600 | SH | | SOLE | | 122,600 | 0 | 0 |
ALPHABET INC | CAP STK CL A | 02079K305 | 61,021,905 | 404,306 | SH | | SOLE | | 404,306 | 0 | 0 |
ALPHABET INC | CAP STK CL C | 02079K107 | 61,284,650 | 402,500 | SH | | SOLE | | 402,500 | 0 | 0 |
APPLIED MATLS INC | COM | 038222105 | 62,384,575 | 302,500 | SH | | SOLE | | 302,500 | 0 | 0 |
ADOBE INC | COM | 00724F101 | 66,405,360 | 131,600 | SH | | SOLE | | 131,600 | 0 | 0 |
BROAD | COM | 11135F101 | 68,656,238 | 51,800 | SH | | SOLE | | 51,800 | 0 | 0 |
QUAL | COM | 747525103 | 90,677,080 | 535,600 | SH | | SOLE | | 535,600 | 0 | 0 |
MICROSOFT CORP | COM | 594918104 | 104,296,488 | 247,900 | SH | | SOLE | | 247,900 | 0 | 0 |
NVIDIA CORPORATION | COM | 67066G104 | 139,509,664 | 154,400 | SH | | SOLE | | 154,400 | 0 | 0 |
APPLE INC | COM | 037833100 | 142,002,588 | 828,100 | SH | | SOLE | | 828,100 | 0 | 0 |