| 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 | 35,028 | 150,400 | SH | | SOLE | | 150,400 | 0 | 0 |
| Deere & Co. | COM | 244199105 | 34,391 | 103,000 | SH | | SOLE | | 103,000 | 0 | 0 |
| NextEra Energy Inc. | COM | 65339F101 | 32,854 | 419,000 | SH | | SOLE | | 419,000 | 0 | 0 |
| EOG Resources, Inc. | COM | 26875P101 | 28,804 | 257,800 | SH | | SOLE | | 257,800 | 0 | 0 |
| Tetra Tech Inc. | COM | 88162G103 | 28,649 | 222,900 | SH | | SOLE | | 222,900 | 0 | 0 |
| Texas Instruments Inc. | COM | 882508104 | 28,495 | 184,100 | SH | | SOLE | | 184,100 | 0 | 0 |
| Cadence Design Systems Inc. | COM | 127387108 | 27,391 | 167,600 | SH | | SOLE | | 167,600 | 0 | 0 |
| Workday, Inc. | CL A | 98138H101 | 26,441 | 173,700 | SH | | SOLE | | 173,700 | 0 | 0 |
| The Hershey Co. | COM | 427866108 | 25,993 | 117,900 | SH | | SOLE | | 117,900 | 0 | 0 |
| BJ's Wholesale Club Holdings Inc. | COM | 05550J101 | 25,265 | 347,000 | SH | | SOLE | | 347,000 | 0 | 0 |
| Tyson Foods Inc. | CL A | 902494103 | 24,190 | 366,900 | SH | | SOLE | | 366,900 | 0 | 0 |
| TJX Companies, Inc. | COM | 872540109 | 22,674 | 365,000 | SH | | SOLE | | 365,000 | 0 | 0 |
| Amazon.com Inc. | COM | 023135106 | 21,922 | 194,000 | SH | | SOLE | | 194,000 | 0 | 0 |
| Oracle Corp. | COM | 68389X105 | 21,802 | 357,000 | SH | | SOLE | | 357,000 | 0 | 0 |
| Corteva, Inc. | COM | 22052L104 | 21,717 | 380,000 | SH | | SOLE | | 380,000 | 0 | 0 |
| ServiceNow, Inc. | COM | 81762P102 | 21,524 | 57,000 | SH | | SOLE | | 57,000 | 0 | 0 |
| Lamb Weston Holdings Inc. | COM | 513272104 | 20,970 | 271,000 | SH | | SOLE | | 271,000 | 0 | 0 |
| Carrier Global Corp. | COM | 14448C104 | 20,251 | 569,500 | SH | | SOLE | | 569,500 | 0 | 0 |
| Bill.Com Holdings, Inc. | COM | 090043100 | 20,120 | 152,000 | SH | | SOLE | | 152,000 | 0 | 0 |
| Generac Holdings Inc. | COM | 368736104 | 18,954 | 106,400 | SH | | SOLE | | 106,400 | 0 | 0 |
| Ross Stores Inc. | COM | 778296103 | 18,716 | 222,100 | SH | | SOLE | | 222,100 | 0 | 0 |
| Option Care Health Inc. | COM | 68404L201 | 18,567 | 590,000 | SH | | SOLE | | 590,000 | 0 | 0 |
| Brookfield Asset Management Inc. | CL A | 112585104 | 18,523 | 453,000 | SH | | SOLE | | 453,000 | 0 | 0 |
| Ferrari NV | COM | N3167Y103 | 17,501 | 94,600 | SH | | SOLE | | 94,600 | 0 | 0 |
| Rockwell Automation, Inc. | COM | 773903109 | 16,951 | 78,800 | SH | | SOLE | | 78,800 | 0 | 0 |
| Autozone, Inc. | COM | 053332102 | 16,064 | 7,500 | SH | | SOLE | | 7,500 | 0 | 0 |
| Hess Corp. | COM | 42809H107 | 15,804 | 145,000 | SH | | SOLE | | 145,000 | 0 | 0 |
| O'Reilly Automotive, Inc. | COM | 67103H107 | 15,614 | 22,200 | SH | | SOLE | | 22,200 | 0 | 0 |
| Accenture plc. | CL A | G1151C101 | 15,541 | 60,400 | SH | | SOLE | | 60,400 | 0 | 0 |
| International Business Machines Corp. | COM | 459200101 | 15,445 | 130,000 | SH | | SOLE | | 130,000 | 0 | 0 |
| Otis Worldwide Corp. | COM | 68902V107 | 15,440 | 242,000 | SH | | SOLE | | 242,000 | 0 | 0 |
| Chart Industries, Inc. | COM | 16115Q308 | 15,393 | 83,500 | SH | | SOLE | | 83,500 | 0 | 0 |
| Motorola Solutions Inc. | COM | 620076307 | 15,051 | 67,200 | SH | | SOLE | | 67,200 | 0 | 0 |
| Edwards Lifesciences Corp. | COM | 28176E108 | 14,887 | 180,165 | SH | | SOLE | | 180,165 | 0 | 0 |
| Darling Ingredients Inc. | COM | 237266101 | 14,751 | 223,000 | SH | | SOLE | | 223,000 | 0 | 0 |
| W.W. Grainger, Inc. | COM | 384802104 | 14,480 | 29,600 | SH | | SOLE | | 29,600 | 0 | 0 |
| HealthEquity, Inc. | COM | 42226A107 | 14,455 | 215,200 | SH | | SOLE | | 215,200 | 0 | 0 |
| Service Corp. International | COM | 817565104 | 14,146 | 245,000 | SH | | SOLE | | 245,000 | 0 | 0 |
| Emerson Electric Co. | COM | 291011104 | 14,066 | 192,100 | SH | | SOLE | | 192,100 | 0 | 0 |
| ASML Holding N.V. | COM | N07059210 | 13,914 | 33,500 | SH | | SOLE | | 33,500 | 0 | 0 |
| Ball Corp. | COM | 058498106 | 13,858 | 286,800 | SH | | SOLE | | 286,800 | 0 | 0 |
| Chubb Ltd. | COM | H1467J104 | 13,823 | 76,000 | SH | | SOLE | | 76,000 | 0 | 0 |
| Discover Financial Services | COM | 254709108 | 13,165 | 144,800 | SH | | SOLE | | 144,800 | 0 | 0 |
| Qualcomm Inc. | COM | 747525103 | 13,038 | 115,400 | SH | | SOLE | | 115,400 | 0 | 0 |
| Ameresco Inc. | CL A | 02361E108 | 13,010 | 195,700 | SH | | SOLE | | 195,700 | 0 | 0 |
| Pioneer Natural Resources Co. | COM | 723787107 | 12,559 | 58,000 | SH | | SOLE | | 58,000 | 0 | 0 |
| SiteOne Landscape Supply Inc. | COM | 82982L103 | 11,996 | 115,192 | SH | | SOLE | | 115,192 | 0 | 0 |
| Bunge Ltd. | COM | G16962105 | 11,973 | 145,000 | SH | | SOLE | | 145,000 | 0 | 0 |
| Live Oak Bancshares, Inc. | COM | 53803X105 | 11,750 | 384,000 | SH | | SOLE | | 384,000 | 0 | 0 |
| World Wrestling Entertainment, Inc. | CL A | 98156Q108 | 11,704 | 166,800 | SH | | SOLE | | 166,800 | 0 | 0 |
| Arista Networks Inc. | COM | 040413106 | 11,560 | 102,400 | SH | | SOLE | | 102,400 | 0 | 0 |
| Five Below Inc. | COM | 33829M101 | 11,495 | 83,500 | SH | | SOLE | | 83,500 | 0 | 0 |
| Roper Technologies Inc. | COM | 776696106 | 10,969 | 30,500 | SH | | SOLE | | 30,500 | 0 | 0 |
| Waste Connections, Inc. | COM | 94106B101 | 10,810 | 80,000 | SH | | SOLE | | 80,000 | 0 | 0 |
| THE Goodyear Tire & Rubber Co. | COM | 382550101 | 10,763 | 1,066,700 | SH | | SOLE | | 1,066,700 | 0 | 0 |
| Capital One Financial Corp. | COM | 14040H105 | 10,581 | 114,800 | SH | | SOLE | | 114,800 | 0 | 0 |
| Waste Management, Inc. | COM | 94106L109 | 10,510 | 65,600 | SH | | SOLE | | 65,600 | 0 | 0 |
| Goldman Sachs Group, Inc. | COM | 38141G104 | 10,345 | 35,300 | SH | | SOLE | | 35,300 | 0 | 0 |
| Alphabet Inc. | CL C | 02079K107 | 9,615 | 100,000 | SH | | SOLE | | 100,000 | 0 | 0 |
| The Walt Disney Co. | COM | 254687106 | 9,433 | 100,000 | SH | | SOLE | | 100,000 | 0 | 0 |
| Skechers USA Inc. | CL A | 830566105 | 9,370 | 295,400 | SH | | SOLE | | 295,400 | 0 | 0 |
| Intuit Inc. | COM | 461202103 | 9,334 | 24,100 | SH | | SOLE | | 24,100 | 0 | 0 |
| CrowdStrike Holdings Inc. | CL A | 22788C105 | 9,229 | 56,000 | SH | | SOLE | | 56,000 | 0 | 0 |
| Fortinet, Inc. | COM | 34959E109 | 8,991 | 183,000 | SH | | SOLE | | 183,000 | 0 | 0 |
| Manhattan Associates, Inc. | COM | 562750109 | 8,780 | 66,000 | SH | | SOLE | | 66,000 | 0 | 0 |
| Wolfspeed, Inc. | COM | 977852102 | 8,414 | 81,400 | SH | | SOLE | | 81,400 | 0 | 0 |
| Ollie's Bargain Outlet Holdings Inc. | COM | 681116109 | 8,287 | 160,600 | SH | | SOLE | | 160,600 | 0 | 0 |
| Dow Inc. | COM | 260557103 | 8,246 | 187,700 | SH | | SOLE | | 187,700 | 0 | 0 |
| BorgWarner, Inc. | COM | 099724106 | 8,104 | 258,100 | SH | | SOLE | | 258,100 | 0 | 0 |
| American Express Co. | COM | 025816109 | 8,081 | 59,900 | SH | | SOLE | | 59,900 | 0 | 0 |
| American Tower Corp. | COM | 03027X100 | 8,073 | 37,600 | SH | | SOLE | | 37,600 | 0 | 0 |
| Keysight Technologies Inc. | COM | 49338L103 | 8,025 | 51,000 | SH | | SOLE | | 51,000 | 0 | 0 |
| General Motors Co. | COM | 37045V100 | 7,958 | 248,000 | SH | | SOLE | | 248,000 | 0 | 0 |
| Crown Castle International Corp. | COM | 22822V101 | 7,936 | 54,900 | SH | | SOLE | | 54,900 | 0 | 0 |
| Xylem, Inc. | COM | 98419M100 | 7,862 | 90,000 | SH | | SOLE | | 90,000 | 0 | 0 |
| American Water Works Co., Inc. | COM | 030420103 | 7,810 | 60,000 | SH | | SOLE | | 60,000 | 0 | 0 |
| Take-Two Interactive Software, Inc. | COM | 874054109 | 7,706 | 70,700 | SH | | SOLE | | 70,700 | 0 | 0 |
| Agilent Technologies, Inc. | COM | 00846U101 | 7,633 | 62,800 | SH | | SOLE | | 62,800 | 0 | 0 |
| Micron Technology, Inc. | COM | 595112103 | 7,565 | 151,000 | SH | | SOLE | | 151,000 | 0 | 0 |
| National Vision Holdings Inc. | COM | 63845R107 | 7,555 | 231,400 | SH | | SOLE | | 231,400 | 0 | 0 |
| Exponent Inc. | COM | 30214U102 | 7,548 | 86,100 | SH | | SOLE | | 86,100 | 0 | 0 |
| Choice Hotels International, Inc. | COM | 169905106 | 7,447 | 68,000 | SH | | SOLE | | 68,000 | 0 | 0 |
| Equinix Inc. | COM | 29444U700 | 7,395 | 13,000 | SH | | SOLE | | 13,000 | 0 | 0 |
| United Rentals Inc. | COM | 911363109 | 7,320 | 27,100 | SH | | SOLE | | 27,100 | 0 | 0 |
| Hyatt Hotels Corp. | CL A | 448579102 | 7,303 | 90,200 | SH | | SOLE | | 90,200 | 0 | 0 |
| Global Payments Inc. | COM | 37940X102 | 7,218 | 66,800 | SH | | SOLE | | 66,800 | 0 | 0 |
| Schlumberger N.V. | COM | 806857108 | 7,194 | 200,400 | SH | | SOLE | | 200,400 | 0 | 0 |
| Murphy USA Inc. | COM | 626755102 | 7,148 | 26,000 | SH | | SOLE | | 26,000 | 0 | 0 |
| Cooper Companies, Inc. | COM | 216648402 | 6,439 | 24,400 | SH | | SOLE | | 24,400 | 0 | 0 |
| Visa Inc. | CL A | 92826C839 | 6,431 | 36,200 | SH | | SOLE | | 36,200 | 0 | 0 |
| Thermo Fisher Scientific, Inc. | COM | 883556102 | 6,340 | 12,500 | SH | | SOLE | | 12,500 | 0 | 0 |
| Houlihan Lokey, Inc. | CL A | 441593100 | 6,143 | 81,500 | SH | | SOLE | | 81,500 | 0 | 0 |
| Akamai Technologies Inc. | COM | 00971T101 | 5,928 | 73,800 | SH | | SOLE | | 73,800 | 0 | 0 |
| Palo Alto Networks, Inc. | COM | 697435105 | 5,896 | 36,000 | SH | | SOLE | | 36,000 | 0 | 0 |
| Progyny Inc. | COM | 74340E103 | 5,781 | 156,000 | SH | | SOLE | | 156,000 | 0 | 0 |
| Wyndham Hotels & Resorts, Inc. | COM | 98311A105 | 5,767 | 94,000 | SH | | SOLE | | 94,000 | 0 | 0 |
| Diamondback Energy, Inc. | COM | 25278X109 | 5,650 | 46,900 | SH | | SOLE | | 46,900 | 0 | 0 |
| Intel Corp. | COM | 458140100 | 5,324 | 206,600 | SH | | SOLE | | 206,600 | 0 | 0 |
| Eaton Corp plc | COM | G29183103 | 5,308 | 39,800 | SH | | SOLE | | 39,800 | 0 | 0 |
| Veeva Systems Inc. | CL A | 922475108 | 5,260 | 31,900 | SH | | SOLE | | 31,900 | 0 | 0 |
| Casey's General Stores, Inc. | COM | 147528103 | 5,104 | 25,200 | SH | | SOLE | | 25,200 | 0 | 0 |
| Ally Financial Inc. | COM | 02005N100 | 4,842 | 174,000 | SH | | SOLE | | 174,000 | 0 | 0 |
| Simply Good Foods Corp. | COM | 82900L102 | 4,767 | 149,000 | SH | | SOLE | | 149,000 | 0 | 0 |
| Halliburton Co. | COM | 406216101 | 4,688 | 190,400 | SH | | SOLE | | 190,400 | 0 | 0 |
| L3Harris Technologies, Inc. | COM | 502431109 | 4,510 | 21,700 | SH | | SOLE | | 21,700 | 0 | 0 |
| Doximity, Inc. | CL A | 26622P107 | 4,439 | 146,900 | SH | | SOLE | | 146,900 | 0 | 0 |
| Applied Materials, Inc. | COM | 038222105 | 4,408 | 53,800 | SH | | SOLE | | 53,800 | 0 | 0 |
| MercadoLibre Inc. | COM | 58733R102 | 4,304 | 5,200 | SH | | SOLE | | 5,200 | 0 | 0 |
| Lam Research Corp. | COM | 512807108 | 4,282 | 11,700 | SH | | SOLE | | 11,700 | 0 | 0 |
| Baker Hughes Co. | COM | 05722G100 | 4,200 | 200,400 | SH | | SOLE | | 200,400 | 0 | 0 |
| MSCI Inc. | COM | 55354G100 | 4,134 | 9,800 | SH | | SOLE | | 9,800 | 0 | 0 |
| Surgery Partners Inc. | COM | 86881A100 | 4,089 | 174,762 | SH | | SOLE | | 174,762 | 0 | 0 |
| The Duckhorn Portfolio, Inc. | COM | 26414D106 | 4,040 | 280,000 | SH | | SOLE | | 280,000 | 0 | 0 |
| Tesla Inc. | COM | 88160R101 | 3,979 | 15,000 | SH | | SOLE | | 15,000 | 0 | 0 |
| CNH Industrial NV | COM | N20944109 | 3,910 | 350,000 | SH | | SOLE | | 350,000 | 0 | 0 |
| SentinelOne, Inc. | CL A | 81730H109 | 3,860 | 151,000 | SH | | SOLE | | 151,000 | 0 | 0 |
| S&P Global Inc. | COM | 78409V104 | 3,786 | 12,400 | SH | | SOLE | | 12,400 | 0 | 0 |
| Wheaton Precious Metals Corp. | COM | 962879102 | 3,708 | 114,600 | SH | | SOLE | | 114,600 | 0 | 0 |
| Dana Inc. | COM | 235825205 | 3,640 | 318,500 | SH | | SOLE | | 318,500 | 0 | 0 |
| Liberty Media Corp-Liberty Formula One | CL A | 531229870 | 3,629 | 69,100 | SH | | SOLE | | 69,100 | 0 | 0 |
| NICE Ltd. | SPONSORED ADR | 653656108 | 3,614 | 19,200 | SH | | SOLE | | 19,200 | 0 | 0 |
| AMN Healthcare Services, Inc. | COM | 001744101 | 3,603 | 34,000 | SH | | SOLE | | 34,000 | 0 | 0 |
| Leidos Holdings, Inc. | COM | 525327102 | 3,525 | 40,300 | SH | | SOLE | | 40,300 | 0 | 0 |
| Oak Street Health Inc. | COM | 67181A107 | 3,080 | 125,600 | SH | | SOLE | | 125,600 | 0 | 0 |
| Microchip Technology Inc. | COM | 595017104 | 2,929 | 48,000 | SH | | SOLE | | 48,000 | 0 | 0 |
| DocuSign Inc. | COM | 256163106 | 2,738 | 51,200 | SH | | SOLE | | 51,200 | 0 | 0 |
| DigitalOcean Holdings, Inc. | COM | 25402D102 | 2,713 | 75,000 | SH | | SOLE | | 75,000 | 0 | 0 |
| Thor Industries, Inc. | COM | 885160101 | 2,638 | 37,700 | SH | | SOLE | | 37,700 | 0 | 0 |
| Vertiv Holdings Co. | COM | 92537N108 | 2,576 | 265,000 | SH | | SOLE | | 265,000 | 0 | 0 |
| Allegiant Travel Co. | COM | 01748X102 | 2,569 | 35,200 | SH | | SOLE | | 35,200 | 0 | 0 |
| Raytheon Technologies Corp. | COM | 75513E101 | 2,456 | 30,000 | SH | | SOLE | | 30,000 | 0 | 0 |
| Yeti Holdings Inc. | COM | 98585X104 | 2,222 | 77,900 | SH | | SOLE | | 77,900 | 0 | 0 |
| Arco Platform Ltd. | CL A | G04553106 | 2,187 | 202,700 | SH | | SOLE | | 202,700 | 0 | 0 |
| Enovis Corp. | COM | 194014502 | 2,150 | 46,666 | SH | | SOLE | | 46,666 | 0 | 0 |
| Block, Inc. | CL A | 852234103 | 1,831 | 33,300 | SH | | SOLE | | 33,300 | 0 | 0 |
| BlackLine, Inc. | COM | 09239B109 | 1,677 | 28,000 | SH | | SOLE | | 28,000 | 0 | 0 |
| ESAB Corp. | COM | 29605J106 | 1,557 | 46,666 | SH | | SOLE | | 46,666 | 0 | 0 |
| Procore Technologies, Inc. | COM | 74275K108 | 1,484 | 30,000 | SH | | SOLE | | 30,000 | 0 | 0 |
| CryoPort, Inc. | COM | 229050307 | 1,340 | 55,000 | SH | | SOLE | | 55,000 | 0 | 0 |
| Olo Inc. | CL A | 68134L109 | 1,005 | 127,200 | SH | | SOLE | | 127,200 | 0 | 0 |
| Alkami Technology, Inc. | COM | 01644J108 | 941 | 62,500 | SH | | SOLE | | 62,500 | 0 | 0 |
| TuSimple Holdings Inc. | CL A | 90089L108 | 922 | 121,300 | SH | | SOLE | | 121,300 | 0 | 0 |
| Kratos Defense & Security Solutions, Inc. | COM | 50077B207 | 589 | 58,000 | SH | | SOLE | | 58,000 | 0 | 0 |
| Brookfield Asset Management Reinsurance Partners Ltd. | CL A | G16169107 | 135 | 3,296 | SH | | SOLE | | 3,296 | 0 | 0 |
| Torrid Holdings Inc. | COM | 89142B107 | 113 | 27,000 | SH | | SOLE | | 27,000 | 0 | 0 |
