| 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 | 95,712 | 399,100 | SH | | SOLE | | 399,100 | 0 | 0 |
| NextEra Energy Inc. | COM | 65339F101 | 60,108 | 719,000 | SH | | SOLE | | 719,000 | 0 | 0 |
| Corteva, Inc. | COM | 22052L104 | 51,726 | 880,000 | SH | | SOLE | | 880,000 | 0 | 0 |
| Tetra Tech Inc. | COM | 88162G103 | 44,544 | 306,800 | SH | | SOLE | | 306,800 | 0 | 0 |
| Deere & Co. | COM | 244199105 | 44,162 | 103,000 | SH | | SOLE | | 103,000 | 0 | 0 |
| TJX Companies, Inc. | COM | 872540109 | 38,765 | 487,000 | SH | | SOLE | | 487,000 | 0 | 0 |
| Caterpillar Inc. | COM | 149123101 | 38,330 | 160,000 | SH | | SOLE | | 160,000 | 0 | 0 |
| Ferrari NV | COM | N3167Y103 | 36,225 | 169,100 | SH | | SOLE | | 169,100 | 0 | 0 |
| Workday, Inc. | CL A | 98138H101 | 33,617 | 200,900 | SH | | SOLE | | 200,900 | 0 | 0 |
| The Hershey Co. | COM | 427866108 | 33,091 | 142,900 | SH | | SOLE | | 142,900 | 0 | 0 |
| Cadence Design Systems Inc. | COM | 127387108 | 26,923 | 167,600 | SH | | SOLE | | 167,600 | 0 | 0 |
| Ross Stores Inc. | COM | 778296103 | 25,779 | 222,100 | SH | | SOLE | | 222,100 | 0 | 0 |
| Carrier Global Corp. | COM | 14448C104 | 23,492 | 569,500 | SH | | SOLE | | 569,500 | 0 | 0 |
| Emerson Electric Co. | COM | 291011104 | 23,256 | 242,100 | SH | | SOLE | | 242,100 | 0 | 0 |
| Tyson Foods Inc. | CL A | 902494103 | 22,840 | 366,900 | SH | | SOLE | | 366,900 | 0 | 0 |
| ServiceNow, Inc. | COM | 81762P102 | 22,131 | 57,000 | SH | | SOLE | | 57,000 | 0 | 0 |
| Rockwell Automation, Inc. | COM | 773903109 | 20,297 | 78,800 | SH | | SOLE | | 78,800 | 0 | 0 |
| O'Reilly Automotive, Inc. | COM | 67103H107 | 20,172 | 23,900 | SH | | SOLE | | 23,900 | 0 | 0 |
| Starbucks Corp. | COM | 855244109 | 19,840 | 200,000 | SH | | SOLE | | 200,000 | 0 | 0 |
| Bill.Com Holdings, Inc. | COM | 090043100 | 19,776 | 181,500 | SH | | SOLE | | 181,500 | 0 | 0 |
| BJ's Wholesale Club Holdings Inc. | COM | 05550J101 | 19,583 | 296,000 | SH | | SOLE | | 296,000 | 0 | 0 |
| Otis Worldwide Corp. | COM | 68902V107 | 18,951 | 242,000 | SH | | SOLE | | 242,000 | 0 | 0 |
| Texas Instruments Inc. | COM | 882508104 | 18,885 | 114,300 | SH | | SOLE | | 114,300 | 0 | 0 |
| International Business Machines Corp. | COM | 459200101 | 18,851 | 133,800 | SH | | SOLE | | 133,800 | 0 | 0 |
| Alphabet Inc. | CL C | 02079K107 | 18,633 | 210,000 | SH | | SOLE | | 210,000 | 0 | 0 |
| ASML Holding N.V. | SPONSORED ADR | N07059210 | 18,304 | 33,500 | SH | | SOLE | | 33,500 | 0 | 0 |
| Amazon.com Inc. | COM | 023135106 | 18,228 | 217,000 | SH | | SOLE | | 217,000 | 0 | 0 |
| Motorola Solutions Inc. | COM | 620076307 | 17,318 | 67,200 | SH | | SOLE | | 67,200 | 0 | 0 |
| Service Corp. International | COM | 817565104 | 16,939 | 245,000 | SH | | SOLE | | 245,000 | 0 | 0 |
| Oracle Corp. | COM | 68389X105 | 16,920 | 207,000 | SH | | SOLE | | 207,000 | 0 | 0 |
| Accenture plc. | CL A | G1151C101 | 16,117 | 60,400 | SH | | SOLE | | 60,400 | 0 | 0 |
| Option Care Health Inc. | COM | 68404L201 | 15,647 | 520,000 | SH | | SOLE | | 520,000 | 0 | 0 |
| Five Below Inc. | COM | 33829M101 | 14,769 | 83,500 | SH | | SOLE | | 83,500 | 0 | 0 |
| Ball Corp. | COM | 058498106 | 14,667 | 286,800 | SH | | SOLE | | 286,800 | 0 | 0 |
| Bunge Ltd. | COM | G16962105 | 14,467 | 145,000 | SH | | SOLE | | 145,000 | 0 | 0 |
| Ameresco Inc. | CL A | 02361E108 | 14,325 | 250,700 | SH | | SOLE | | 250,700 | 0 | 0 |
| Brookfield Corp. | COM | 11271J107 | 14,251 | 453,000 | SH | | SOLE | | 453,000 | 0 | 0 |
| Discover Financial Services | COM | 254709108 | 14,166 | 144,800 | SH | | SOLE | | 144,800 | 0 | 0 |
| Darling Ingredients Inc. | COM | 237266101 | 13,958 | 223,000 | SH | | SOLE | | 223,000 | 0 | 0 |
| Autozone, Inc. | COM | 053332102 | 13,811 | 5,600 | SH | | SOLE | | 5,600 | 0 | 0 |
| Manhattan Associates, Inc. | COM | 562750109 | 13,767 | 113,400 | SH | | SOLE | | 113,400 | 0 | 0 |
| Micron Technology, Inc. | COM | 595112103 | 13,585 | 271,800 | SH | | SOLE | | 271,800 | 0 | 0 |
| SiteOne Landscape Supply Inc. | COM | 82982L103 | 13,514 | 115,192 | SH | | SOLE | | 115,192 | 0 | 0 |
| Edwards Lifesciences Corp. | COM | 28176E108 | 13,442 | 180,165 | SH | | SOLE | | 180,165 | 0 | 0 |
| Roper Technologies Inc. | COM | 776696106 | 13,179 | 30,500 | SH | | SOLE | | 30,500 | 0 | 0 |
| Qualcomm Inc. | COM | 747525103 | 12,687 | 115,400 | SH | | SOLE | | 115,400 | 0 | 0 |
| Generac Holdings Inc. | COM | 368736104 | 12,643 | 125,600 | SH | | SOLE | | 125,600 | 0 | 0 |
| Live Oak Bancshares, Inc. | COM | 53803X105 | 12,473 | 413,000 | SH | | SOLE | | 413,000 | 0 | 0 |
| Skechers USA Inc. | CL A | 830566105 | 12,392 | 295,400 | SH | | SOLE | | 295,400 | 0 | 0 |
| Goldman Sachs Group, Inc. | COM | 38141G104 | 12,121 | 35,300 | SH | | SOLE | | 35,300 | 0 | 0 |
| Intuit Inc. | COM | 461202103 | 11,677 | 30,000 | SH | | SOLE | | 30,000 | 0 | 0 |
| THE Goodyear Tire & Rubber Co. | COM | 382550101 | 10,827 | 1,066,700 | SH | | SOLE | | 1,066,700 | 0 | 0 |
| Capital One Financial Corp. | COM | 14040H105 | 10,672 | 114,800 | SH | | SOLE | | 114,800 | 0 | 0 |
| Waste Connections, Inc. | COM | 94106B101 | 10,605 | 80,000 | SH | | SOLE | | 80,000 | 0 | 0 |
| BorgWarner, Inc. | COM | 099724106 | 10,389 | 258,100 | SH | | SOLE | | 258,100 | 0 | 0 |
| Waste Management, Inc. | COM | 94106L109 | 10,291 | 65,600 | SH | | SOLE | | 65,600 | 0 | 0 |
| Xylem, Inc. | COM | 98419M100 | 9,951 | 90,000 | SH | | SOLE | | 90,000 | 0 | 0 |
| Casey's General Stores, Inc. | COM | 147528103 | 9,714 | 43,300 | SH | | SOLE | | 43,300 | 0 | 0 |
| United Rentals Inc. | COM | 911363109 | 9,632 | 27,100 | SH | | SOLE | | 27,100 | 0 | 0 |
| Dow Inc. | COM | 260557103 | 9,458 | 187,700 | SH | | SOLE | | 187,700 | 0 | 0 |
| Applied Materials, Inc. | COM | 038222105 | 9,426 | 96,800 | SH | | SOLE | | 96,800 | 0 | 0 |
| Agilent Technologies, Inc. | COM | 00846U101 | 9,398 | 62,800 | SH | | SOLE | | 62,800 | 0 | 0 |
| World Wrestling Entertainment, Inc. | CL A | 98156Q108 | 9,374 | 136,800 | SH | | SOLE | | 136,800 | 0 | 0 |
| Lam Research Corp. | COM | 512807108 | 9,289 | 22,100 | SH | | SOLE | | 22,100 | 0 | 0 |
| American Water Works Co., Inc. | COM | 030420103 | 9,145 | 60,000 | SH | | SOLE | | 60,000 | 0 | 0 |
| Thor Industries, Inc. | COM | 885160101 | 9,074 | 120,200 | SH | | SOLE | | 120,200 | 0 | 0 |
| Fortinet, Inc. | COM | 34959E109 | 8,947 | 183,000 | SH | | SOLE | | 183,000 | 0 | 0 |
| American Express Co. | COM | 025816109 | 8,850 | 59,900 | SH | | SOLE | | 59,900 | 0 | 0 |
| Keysight Technologies Inc. | COM | 49338L103 | 8,725 | 51,000 | SH | | SOLE | | 51,000 | 0 | 0 |
| The Walt Disney Co. | COM | 254687106 | 8,688 | 100,000 | SH | | SOLE | | 100,000 | 0 | 0 |
| Ollie's Bargain Outlet Holdings Inc. | COM | 681116109 | 8,553 | 182,600 | SH | | SOLE | | 182,600 | 0 | 0 |
| Exponent Inc. | COM | 30214U102 | 8,532 | 86,100 | SH | | SOLE | | 86,100 | 0 | 0 |
| Equinix Inc. | COM | 29444U700 | 8,515 | 13,000 | SH | | SOLE | | 13,000 | 0 | 0 |
| General Motors Co. | COM | 37045V100 | 8,343 | 248,000 | SH | | SOLE | | 248,000 | 0 | 0 |
| Wolfspeed, Inc. | COM | 977852102 | 8,333 | 120,700 | SH | | SOLE | | 120,700 | 0 | 0 |
| Cooper Companies, Inc. | COM | 216648402 | 8,068 | 24,400 | SH | | SOLE | | 24,400 | 0 | 0 |
| American Tower Corp. | COM | 03027X100 | 7,966 | 37,600 | SH | | SOLE | | 37,600 | 0 | 0 |
| Choice Hotels International, Inc. | COM | 169905106 | 7,660 | 68,000 | SH | | SOLE | | 68,000 | 0 | 0 |
| Visa Inc. | CL A | 92826C839 | 7,521 | 36,200 | SH | | SOLE | | 36,200 | 0 | 0 |
| Crown Castle International Corp. | COM | 22822V101 | 7,447 | 54,900 | SH | | SOLE | | 54,900 | 0 | 0 |
| Take-Two Interactive Software, Inc. | COM | 874054109 | 7,362 | 70,700 | SH | | SOLE | | 70,700 | 0 | 0 |
| Hess Corp. | COM | 42809H107 | 7,346 | 51,800 | SH | | SOLE | | 51,800 | 0 | 0 |
| The Duckhorn Portfolio, Inc. | COM | 26414D106 | 7,274 | 439,000 | SH | | SOLE | | 439,000 | 0 | 0 |
| Murphy USA Inc. | COM | 626755102 | 7,268 | 26,000 | SH | | SOLE | | 26,000 | 0 | 0 |
| Houlihan Lokey, Inc. | CL A | 441593100 | 7,104 | 81,500 | SH | | SOLE | | 81,500 | 0 | 0 |
| Raytheon Technologies Corp. | COM | 75513E101 | 7,064 | 70,000 | SH | | SOLE | | 70,000 | 0 | 0 |
| Thermo Fisher Scientific, Inc. | COM | 883556102 | 6,884 | 12,500 | SH | | SOLE | | 12,500 | 0 | 0 |
| Yeti Holdings Inc. | COM | 98585X104 | 6,729 | 162,900 | SH | | SOLE | | 162,900 | 0 | 0 |
| Wyndham Hotels & Resorts, Inc. | COM | 98311A105 | 6,703 | 94,000 | SH | | SOLE | | 94,000 | 0 | 0 |
| Global Payments Inc. | COM | 37940X102 | 6,635 | 66,800 | SH | | SOLE | | 66,800 | 0 | 0 |
| Leidos Holdings, Inc. | COM | 525327102 | 6,553 | 62,300 | SH | | SOLE | | 62,300 | 0 | 0 |
| EOG Resources, Inc. | COM | 26875P101 | 6,476 | 50,000 | SH | | SOLE | | 50,000 | 0 | 0 |
| Akamai Technologies Inc. | COM | 00971T101 | 6,221 | 73,800 | SH | | SOLE | | 73,800 | 0 | 0 |
| PowerSchool Holdings, Inc. | CL A | 73939C106 | 5,948 | 257,700 | SH | | SOLE | | 257,700 | 0 | 0 |
| L3Harris Technologies, Inc. | COM | 502431109 | 5,934 | 28,500 | SH | | SOLE | | 28,500 | 0 | 0 |
| SentinelOne, Inc. | CL A | 81730H109 | 5,826 | 399,300 | SH | | SOLE | | 399,300 | 0 | 0 |
| Doximity, Inc. | CL A | 26622P107 | 5,799 | 172,800 | SH | | SOLE | | 172,800 | 0 | 0 |
| Simply Good Foods Corp. | COM | 82900L102 | 5,666 | 149,000 | SH | | SOLE | | 149,000 | 0 | 0 |
| Intel Corp. | COM | 458140100 | 5,460 | 206,600 | SH | | SOLE | | 206,600 | 0 | 0 |
| Chart Industries, Inc. | COM | 16115Q308 | 5,358 | 46,500 | SH | | SOLE | | 46,500 | 0 | 0 |
| Veeva Systems Inc. | CL A | 922475108 | 5,148 | 31,900 | SH | | SOLE | | 31,900 | 0 | 0 |
| Progyny Inc. | COM | 74340E103 | 4,859 | 156,000 | SH | | SOLE | | 156,000 | 0 | 0 |
| Surgery Partners Inc. | COM | 86881A100 | 4,848 | 174,000 | SH | | SOLE | | 174,000 | 0 | 0 |
| Dana Inc. | COM | 235825205 | 4,819 | 318,500 | SH | | SOLE | | 318,500 | 0 | 0 |
| Johnson Controls Inc. | COM | G51502105 | 4,800 | 75,000 | SH | | SOLE | | 75,000 | 0 | 0 |
| Advanced Micro Devices Inc. | COM | 007903107 | 4,650 | 71,800 | SH | | SOLE | | 71,800 | 0 | 0 |
| Liberty Media Corp-Liberty Formula One | CL A | 531229870 | 4,574 | 85,600 | SH | | SOLE | | 85,600 | 0 | 0 |
| MSCI Inc. | COM | 55354G100 | 4,559 | 9,800 | SH | | SOLE | | 9,800 | 0 | 0 |
| Palo Alto Networks, Inc. | COM | 697435105 | 4,396 | 31,500 | SH | | SOLE | | 31,500 | 0 | 0 |
| Ally Financial Inc. | COM | 02005N100 | 4,254 | 174,000 | SH | | SOLE | | 174,000 | 0 | 0 |
| S&P Global Inc. | COM | 78409V104 | 4,153 | 12,400 | SH | | SOLE | | 12,400 | 0 | 0 |
| PayPal Holdings Inc. | COM | 70450Y103 | 4,060 | 57,000 | SH | | SOLE | | 57,000 | 0 | 0 |
| NICE Ltd. | SPONSORED ADR | 653656108 | 3,692 | 19,200 | SH | | SOLE | | 19,200 | 0 | 0 |
| Vertiv Holdings Co. | COM | 92537N108 | 3,620 | 265,000 | SH | | SOLE | | 265,000 | 0 | 0 |
| AMN Healthcare Services, Inc. | COM | 001744101 | 3,496 | 34,000 | SH | | SOLE | | 34,000 | 0 | 0 |
| Microchip Technology Inc. | COM | 595017104 | 3,372 | 48,000 | SH | | SOLE | | 48,000 | 0 | 0 |
| Brookfield Asset Management Inc. | CL A | 112585104 | 3,271 | 114,074 | SH | | SOLE | | 114,074 | 0 | 0 |
| Enovis Corp. | COM | 194014502 | 3,086 | 57,666 | SH | | SOLE | | 57,666 | 0 | 0 |
| DocuSign Inc. | COM | 256163106 | 2,838 | 51,200 | SH | | SOLE | | 51,200 | 0 | 0 |
| Arco Platform Ltd. | CL A | G04553106 | 2,736 | 202,700 | SH | | SOLE | | 202,700 | 0 | 0 |
| Oak Street Health Inc. | COM | 67181A107 | 2,702 | 125,600 | SH | | SOLE | | 125,600 | 0 | 0 |
| Allegiant Travel Co. | COM | 01748X102 | 2,393 | 35,200 | SH | | SOLE | | 35,200 | 0 | 0 |
| ESAB Corp. | COM | 29605J106 | 2,190 | 46,666 | SH | | SOLE | | 46,666 | 0 | 0 |
| Block, Inc. | CL A | 852234103 | 2,093 | 33,300 | SH | | SOLE | | 33,300 | 0 | 0 |
| BlackLine, Inc. | COM | 09239B109 | 1,884 | 28,000 | SH | | SOLE | | 28,000 | 0 | 0 |
| Tesla Inc. | COM | 88160R101 | 1,848 | 15,000 | SH | | SOLE | | 15,000 | 0 | 0 |
| Procore Technologies, Inc. | COM | 74275K108 | 1,415 | 30,000 | SH | | SOLE | | 30,000 | 0 | 0 |
| Olo Inc. | CL A | 68134L109 | 1,389 | 222,200 | SH | | SOLE | | 222,200 | 0 | 0 |
| CryoPort, Inc. | COM | 229050307 | 954 | 55,000 | SH | | SOLE | | 55,000 | 0 | 0 |
| Alkami Technology, Inc. | COM | 01644J108 | 912 | 62,500 | SH | | SOLE | | 62,500 | 0 | 0 |
| Kratos Defense & Security Solutions, Inc. | COM | 50077B207 | 599 | 58,000 | SH | | SOLE | | 58,000 | 0 | 0 |
| Brookfield Reinsurance Ltd. | COM | G16250105 | 103 | 3,296 | SH | | SOLE | | 3,296 | 0 | 0 |
| Torrid Holdings Inc. | COM | 89142B107 | 80 | 27,000 | SH | | SOLE | | 27,000 | 0 | 0 |
