Machina Capital S.A.S. 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
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
ABBOTT LABS	COM	002824100	552,404	5,067	SH		SOLE		5,067	0	0
ABBVIE INC	COM	00287Y109	1,001,852	7,436	SH		SOLE		7,436	0	0
ACCENTURE PLC IRELAND	SHS CLASS A	G1151C101	1,018,314	3,300	SH		SOLE		3,300	0	0
ACTIVISION BLIZZARD INC	COM	00507V109	2,152,938	25,539	SH		SOLE		25,539	0	0
ADVANCED MICRO DEVICES INC	COM	007903107	710,571	6,238	SH		SOLE		6,238	0	0
AECOM	COM	00766T100	301,581	3,561	SH		SOLE		3,561	0	0
AFLAC INC	COM	001055102	677,130	9,701	SH		SOLE		9,701	0	0
AGILENT TECHNOLOGIES INC	COM	00846U101	348,845	2,901	SH		SOLE		2,901	0	0
AIRBNB INC	COM CL A	009066101	225,818	1,762	SH		SOLE		1,762	0	0
AKAMAI TECHNOLOGIES INC	COM	00971T101	410,257	4,565	SH		SOLE		4,565	0	0
ALEXANDRIA REAL ESTATE EQ IN	COM	015271109	291,329	2,567	SH		SOLE		2,567	0	0
ALLIANT ENERGY CORP	COM	018802108	688,223	13,114	SH		SOLE		13,114	0	0
ALLSTATE CORP	COM	020002101	804,933	7,382	SH		SOLE		7,382	0	0
ALNYLAM PHARMACEUTICALS INC	COM	02043Q107	251,481	1,324	SH		SOLE		1,324	0	0
AMCOR PLC	ORD	G0250X107	474,818	47,577	SH		SOLE		47,577	0	0
AMEREN CORP	COM	023608102	651,972	7,983	SH		SOLE		7,983	0	0
AMERICAN INTL GROUP INC	COM NEW	026874784	372,802	6,479	SH		SOLE		6,479	0	0
AMERISOURCEBERGEN CORP	COM	03073E105	691,016	3,591	SH		SOLE		3,591	0	0
AMETEK INC	COM	031100100	540,679	3,340	SH		SOLE		3,340	0	0
AMGEN INC	COM	031162100	965,787	4,350	SH		SOLE		4,350	0	0
ANSYS INC	COM	03662Q105	304,839	923	SH		SOLE		923	0	0
APOLLO GLOBAL MGMT INC	COM	03769M106	422,532	5,501	SH		SOLE		5,501	0	0
APTIV PLC	SHS	G6095L109	827,644	8,107	SH		SOLE		8,107	0	0
ASSURANT INC	COM	04621X108	220,639	1,755	SH		SOLE		1,755	0	0
AT&T INC	COM	00206R102	2,136,853	133,972	SH		SOLE		133,972	0	0
ATMOS ENERGY CORP	COM	049560105	1,139,899	9,798	SH		SOLE		9,798	0	0
AUTODESK INC	COM	052769106	1,617,647	7,906	SH		SOLE		7,906	0	0
AUTOMATIC DATA PROCESSING IN	COM	053015103	980,923	4,463	SH		SOLE		4,463	0	0
AUTOZONE INC	COM	053332102	533,579	214	SH		SOLE		214	0	0
AVALONBAY CMNTYS INC	COM	053484101	387,057	2,045	SH		SOLE		2,045	0	0
AXON ENTERPRISE INC	COM	05464C101	624,384	3,200	SH		SOLE		3,200	0	0
BAKER HUGHES COMPANY	CL A	05722G100	957,720	30,298	SH		SOLE		30,298	0	0
BANK AMERICA CORP	COM	060505104	698,917	24,361	SH		SOLE		24,361	0	0
BAXTER INTL INC	COM	071813109	371,724	8,159	SH		SOLE		8,159	0	0
BECTON DICKINSON & CO	COM	075887109	660,025	2,500	SH		SOLE		2,500	0	0
BERKLEY W R CORP	COM	084423102	529,667	8,893	SH		SOLE		8,893	0	0
BERKSHIRE HATHAWAY INC DEL	CL B NEW	084670702	982,762	2,882	SH		SOLE		2,882	0	0
BEST BUY INC	COM	086516101	537,756	6,562	SH		SOLE		6,562	0	0
BIOGEN INC	COM	09062X103	681,931	2,394	SH		SOLE		2,394	0	0
BIOMARIN PHARMACEUTICAL INC	COM	09061G101	687,199	7,928	SH		SOLE		7,928	0	0
BLACKROCK INC	COM	09247X101	779,606	1,128	SH		SOLE		1,128	0	0
BLOCK INC	CL A	852234103	718,956	10,800	SH		SOLE		10,800	0	0
BOEING CO	COM	097023105	842,951	3,992	SH		SOLE		3,992	0	0
BOOZ ALLEN HAMILTON HLDG COR	CL A	099502106	302,659	2,712	SH		SOLE		2,712	0	0
BOSTON SCIENTIFIC CORP	COM	101137107	1,559,198	28,826	SH		SOLE		28,826	0	0
BRISTOL-MYERS SQUIBB CO	COM	110122108	2,056,056	32,151	SH		SOLE		32,151	0	0
BROADCOM INC	COM	11135F101	459,738	530	SH		SOLE		530	0	0
BROADRIDGE FINL SOLUTIONS IN	COM	11133T103	376,477	2,273	SH		SOLE		2,273	0	0
BUILDERS FIRSTSOURCE INC	COM	12008R107	389,776	2,866	SH		SOLE		2,866	0	0
C H ROBINSON WORLDWIDE INC	COM NEW	12541W209	498,262	5,281	SH		SOLE		5,281	0	0
CAMDEN PPTY TR	SH BEN INT	133131102	570,261	5,238	SH		SOLE		5,238	0	0
CAMPBELL SOUP CO	COM	134429109	211,912	4,636	SH		SOLE		4,636	0	0
CARDINAL HEALTH INC	COM	14149Y108	1,025,990	10,849	SH		SOLE		10,849	0	0
CATERPILLAR INC	COM	149123101	863,389	3,509	SH		SOLE		3,509	0	0
CBOE GLOBAL MKTS INC	COM	12503M108	208,533	1,511	SH		SOLE		1,511	0	0
CDW CORP	COM	12514G108	1,003,195	5,467	SH		SOLE		5,467	0	0
CF INDS HLDGS INC	COM	125269100	340,505	4,905	SH		SOLE		4,905	0	0
CHEMED CORP NEW	COM	16359R103	225,876	417	SH		SOLE		417	0	0
CHENIERE ENERGY INC	COM NEW	16411R208	578,511	3,797	SH		SOLE		3,797	0	0
CHEVRON CORP NEW	COM	166764100	2,153,964	13,689	SH		SOLE		13,689	0	0
CHUBB LIMITED	COM	H1467J104	645,076	3,350	SH		SOLE		3,350	0	0
CINCINNATI FINL CORP	COM	172062101	1,153,437	11,852	SH		SOLE		11,852	0	0
CINTAS CORP	COM	172908105	222,195	447	SH		SOLE		447	0	0
CITIGROUP INC	COM NEW	172967424	959,980	20,851	SH		SOLE		20,851	0	0
CLOROX CO DEL	COM	189054109	1,052,368	6,617	SH		SOLE		6,617	0	0
CME GROUP INC	COM	12572Q105	234,207	1,264	SH		SOLE		1,264	0	0
CMS ENERGY CORP	COM	125896100	859,983	14,638	SH		SOLE		14,638	0	0
COCA COLA CO	COM	191216100	2,008,819	33,358	SH		SOLE		33,358	0	0
COLGATE PALMOLIVE CO	COM	194162103	324,570	4,213	SH		SOLE		4,213	0	0
COMCAST CORP NEW	CL A	20030N101	1,338,326	32,210	SH		SOLE		32,210	0	0
CONAGRA BRANDS INC	COM	205887102	689,979	20,462	SH		SOLE		20,462	0	0
CONOCOPHILLIPS	COM	20825C104	309,483	2,987	SH		SOLE		2,987	0	0
CONSOLIDATED EDISON INC	COM	209115104	1,196,263	13,233	SH		SOLE		13,233	0	0
CORNING INC	COM	219350105	293,180	8,367	SH		SOLE		8,367	0	0
CUMMINS INC	COM	231021106	376,811	1,537	SH		SOLE		1,537	0	0
CVS HEALTH CORP	COM	126650100	690,401	9,987	SH		SOLE		9,987	0	0
D R HORTON INC	COM	23331A109	517,669	4,254	SH		SOLE		4,254	0	0
DANAHER CORPORATION	COM	235851102	552,960	2,304	SH		SOLE		2,304	0	0
DATADOG INC	CL A COM	23804L103	231,587	2,354	SH		SOLE		2,354	0	0
DEERE & CO	COM	244199105	211,509	522	SH		SOLE		522	0	0
DOMINION ENERGY INC	COM	25746U109	561,766	10,847	SH		SOLE		10,847	0	0
DOORDASH INC	CL A	25809K105	333,420	4,363	SH		SOLE		4,363	0	0
DOVER CORP	COM	260003108	283,488	1,920	SH		SOLE		1,920	0	0
DTE ENERGY CO	COM	233331107	634,705	5,769	SH		SOLE		5,769	0	0
DUKE ENERGY CORP NEW	COM NEW	26441C204	823,454	9,176	SH		SOLE		9,176	0	0
DXC TECHNOLOGY CO	COM	23355L106	219,825	8,227	SH		SOLE		8,227	0	0
EBAY INC.	COM	278642103	592,589	13,260	SH		SOLE		13,260	0	0
ECOLAB INC	COM	278865100	417,812	2,238	SH		SOLE		2,238	0	0
ELECTRONIC ARTS INC	COM	285512109	1,485,973	11,457	SH		SOLE		11,457	0	0
ELEVANCE HEALTH INC	COM	036752103	2,099,270	4,725	SH		SOLE		4,725	0	0
EMERSON ELEC CO	COM	291011104	616,912	6,825	SH		SOLE		6,825	0	0
ENPHASE ENERGY INC	COM	29355A107	340,989	2,036	SH		SOLE		2,036	0	0
EQUIFAX INC	COM	294429105	431,776	1,835	SH		SOLE		1,835	0	0
EQUITY RESIDENTIAL	SH BEN INT	29476L107	991,595	15,031	SH		SOLE		15,031	0	0
EVEREST RE GROUP LTD	COM	G3223R108	1,379,747	4,036	SH		SOLE		4,036	0	0
EXTRA SPACE STORAGE INC	COM	30225T102	307,673	2,067	SH		SOLE		2,067	0	0
F5 INC	COM	315616102	443,899	3,035	SH		SOLE		3,035	0	0
FACTSET RESH SYS INC	COM	303075105	1,104,592	2,757	SH		SOLE		2,757	0	0
FAIR ISAAC CORP	COM	303250104	590,723	730	SH		SOLE		730	0	0
FASTENAL CO	COM	311900104	466,670	7,911	SH		SOLE		7,911	0	0
FERGUSON PLC NEW	SHS	G3421J106	1,211,287	7,700	SH		SOLE		7,700	0	0
FIDELITY NATL INFORMATION SV	COM	31620M106	858,243	15,690	SH		SOLE		15,690	0	0
FIRST CTZNS BANCSHARES INC N	CL A	31946M103	216,903	169	SH		SOLE		169	0	0
FIRST SOLAR INC	COM	336433107	456,216	2,400	SH		SOLE		2,400	0	0
FISERV INC	COM	337738108	1,189,595	9,430	SH		SOLE		9,430	0	0
FMC CORP	COM NEW	302491303	293,821	2,816	SH		SOLE		2,816	0	0
FOX CORP	CL A COM	35137L105	238,884	7,026	SH		SOLE		7,026	0	0
FRANKLIN RESOURCES INC	COM	354613101	238,333	8,923	SH		SOLE		8,923	0	0
GALLAGHER ARTHUR J & CO	COM	363576109	231,646	1,055	SH		SOLE		1,055	0	0
GAMING & LEISURE PPTYS INC	COM	36467J108	466,476	9,626	SH		SOLE		9,626	0	0
GARMIN LTD	SHS	H2906T109	899,501	8,625	SH		SOLE		8,625	0	0
GE HEALTHCARE TECHNOLOGIES I	COMMON STOCK	36266G107	511,000	6,290	SH		SOLE		6,290	0	0
GEN DIGITAL INC	COM	668771108	826,495	44,555	SH		SOLE		44,555	0	0
GENERAL ELECTRIC CO	COM NEW	369604301	337,130	3,069	SH		SOLE		3,069	0	0
GENERAL MTRS CO	COM	37045V100	1,049,063	27,206	SH		SOLE		27,206	0	0
GENUINE PARTS CO	COM	372460105	1,178,010	6,961	SH		SOLE		6,961	0	0
GLOBAL PMTS INC	COM	37940X102	481,861	4,891	SH		SOLE		4,891	0	0
GOLDMAN SACHS GROUP INC	COM	38141G104	913,111	2,831	SH		SOLE		2,831	0	0
GRACO INC	COM	384109104	435,549	5,044	SH		SOLE		5,044	0	0
GRAINGER W W INC	COM	384802104	290,201	368	SH		SOLE		368	0	0
HEALTHPEAK PROPERTIES INC	COM	42250P103	321,339	15,987	SH		SOLE		15,987	0	0
HENRY JACK & ASSOC INC	COM	426281101	301,194	1,800	SH		SOLE		1,800	0	0
HERSHEY CO	COM	427866108	600,778	2,406	SH		SOLE		2,406	0	0
HESS CORP	COM	42809H107	350,751	2,580	SH		SOLE		2,580	0	0
HOLOGIC INC	COM	436440101	916,257	11,316	SH		SOLE		11,316	0	0
HORIZON THERAPEUTICS PUB L	SHS	G46188101	927,501	9,018	SH		SOLE		9,018	0	0
HORMEL FOODS CORP	COM	440452100	476,285	11,842	SH		SOLE		11,842	0	0
HUBBELL INC	COM	443510607	407,487	1,229	SH		SOLE		1,229	0	0
HUMANA INC	COM	444859102	1,391,469	3,112	SH		SOLE		3,112	0	0
IDEX CORP	COM	45167R104	869,866	4,041	SH		SOLE		4,041	0	0
ILLINOIS TOOL WKS INC	COM	452308109	1,197,766	4,788	SH		SOLE		4,788	0	0
INCYTE CORP	COM	45337C102	294,629	4,733	SH		SOLE		4,733	0	0
INTERNATIONAL BUSINESS MACHS	COM	459200101	2,317,589	17,320	SH		SOLE		17,320	0	0
INVITATION HOMES INC	COM	46187W107	716,896	20,840	SH		SOLE		20,840	0	0
IQVIA HLDGS INC	COM	46266C105	256,013	1,139	SH		SOLE		1,139	0	0
IRON MTN INC DEL	COM	46284V101	261,656	4,605	SH		SOLE		4,605	0	0
KELLOGG CO	COM	487836108	381,956	5,667	SH		SOLE		5,667	0	0
KEURIG DR PEPPER INC	COM	49271V100	847,229	27,094	SH		SOLE		27,094	0	0
KEYSIGHT TECHNOLOGIES INC	COM	49338L103	814,812	4,866	SH		SOLE		4,866	0	0
KIMBERLY-CLARK CORP	COM	494368103	1,639,048	11,872	SH		SOLE		11,872	0	0
KINDER MORGAN INC DEL	COM	49456B101	1,787,987	103,832	SH		SOLE		103,832	0	0
KKR & CO INC	COM	48251W104	590,856	10,551	SH		SOLE		10,551	0	0
KRAFT HEINZ CO	COM	500754106	791,153	22,286	SH		SOLE		22,286	0	0
KROGER CO	COM	501044101	284,256	6,048	SH		SOLE		6,048	0	0
L3HARRIS TECHNOLOGIES INC	COM	502431109	611,194	3,122	SH		SOLE		3,122	0	0
LABORATORY CORP AMER HLDGS	COM NEW	50540R409	417,260	1,729	SH		SOLE		1,729	0	0
LEIDOS HOLDINGS INC	COM	525327102	282,871	3,197	SH		SOLE		3,197	0	0
LENNAR CORP	CL A	526057104	574,672	4,586	SH		SOLE		4,586	0	0
LIBERTY MEDIA CORP DEL	COM SER C FRMLA	531229854	471,780	6,267	SH		SOLE		6,267	0	0
LINDE PLC	SHS	G54950103	1,988,475	5,218	SH		SOLE		5,218	0	0
LOCKHEED MARTIN CORP	COM	539830109	1,728,727	3,755	SH		SOLE		3,755	0	0
LULULEMON ATHLETICA INC	COM	550021109	671,081	1,773	SH		SOLE		1,773	0	0
MARKETAXESS HLDGS INC	COM	57060D108	215,672	825	SH		SOLE		825	0	0
MARSH & MCLENNAN COS INC	COM	571748102	615,022	3,270	SH		SOLE		3,270	0	0
MCKESSON CORP	COM	58155Q103	254,249	595	SH		SOLE		595	0	0
MEDTRONIC PLC	SHS	G5960L103	2,022,336	22,955	SH		SOLE		22,955	0	0
MGM RESORTS INTERNATIONAL	COM	552953101	339,765	7,736	SH		SOLE		7,736	0	0
MID-AMER APT CMNTYS INC	COM	59522J103	404,859	2,666	SH		SOLE		2,666	0	0
MOHAWK INDS INC	COM	608190104	410,989	3,984	SH		SOLE		3,984	0	0
MOLSON COORS BEVERAGE CO	CL B	60871R209	1,119,346	17,001	SH		SOLE		17,001	0	0
MONDELEZ INTL INC	CL A	609207105	842,603	11,552	SH		SOLE		11,552	0	0
MONSTER BEVERAGE CORP NEW	COM	61174X109	1,029,038	17,915	SH		SOLE		17,915	0	0
MORGAN STANLEY	COM NEW	617446448	230,580	2,700	SH		SOLE		2,700	0	0
MSCI INC	COM	55354G100	240,746	513	SH		SOLE		513	0	0
NASDAQ INC	COM	631103108	1,033,989	20,742	SH		SOLE		20,742	0	0
NATIONAL INSTRS CORP	COM	636518102	286,311	4,988	SH		SOLE		4,988	0	0
NETAPP INC	COM	64110D104	312,629	4,092	SH		SOLE		4,092	0	0
NETFLIX INC	COM	64110L106	956,304	2,171	SH		SOLE		2,171	0	0
NIKE INC	CL B	654106103	1,024,454	9,282	SH		SOLE		9,282	0	0
NORFOLK SOUTHN CORP	COM	655844108	352,612	1,555	SH		SOLE		1,555	0	0
NORTHROP GRUMMAN CORP	COM	666807102	477,223	1,047	SH		SOLE		1,047	0	0
NU HLDGS LTD	ORD SHS CL A	G6683N103	442,487	56,082	SH		SOLE		56,082	0	0
NUTANIX INC	CL A	67059N108	210,571	7,507	SH		SOLE		7,507	0	0
OCCIDENTAL PETE CORP	COM	674599105	540,313	9,189	SH		SOLE		9,189	0	0
OKTA INC	CL A	679295105	314,433	4,534	SH		SOLE		4,534	0	0
OTIS WORLDWIDE CORP	COM	68902V107	271,481	3,050	SH		SOLE		3,050	0	0
PAYPAL HLDGS INC	COM	70450Y103	587,157	8,799	SH		SOLE		8,799	0	0
PENTAIR PLC	SHS	G7S00T104	316,540	4,900	SH		SOLE		4,900	0	0
PFIZER INC	COM	717081103	808,904	22,053	SH		SOLE		22,053	0	0
PHILIP MORRIS INTL INC	COM	718172109	439,290	4,500	SH		SOLE		4,500	0	0
PHILLIPS 66	COM	718546104	746,444	7,826	SH		SOLE		7,826	0	0
PINNACLE WEST CAP CORP	COM	723484101	893,127	10,964	SH		SOLE		10,964	0	0
PIONEER NAT RES CO	COM	723787107	621,540	3,000	SH		SOLE		3,000	0	0
POOL CORP	COM	73278L105	204,928	547	SH		SOLE		547	0	0
PPG INDS INC	COM	693506107	1,009,478	6,807	SH		SOLE		6,807	0	0
PROGRESSIVE CORP	COM	743315103	1,286,636	9,720	SH		SOLE		9,720	0	0
PROLOGIS INC.	COM	74340W103	719,838	5,870	SH		SOLE		5,870	0	0
PUBLIC STORAGE	COM	74460D109	867,759	2,973	SH		SOLE		2,973	0	0
PULTE GROUP INC	COM	745867101	1,024,599	13,190	SH		SOLE		13,190	0	0
QORVO INC	COM	74736K101	444,749	4,359	SH		SOLE		4,359	0	0
QUALCOMM INC	COM	747525103	796,616	6,692	SH		SOLE		6,692	0	0
QUEST DIAGNOSTICS INC	COM	74834L100	531,457	3,781	SH		SOLE		3,781	0	0
RAYTHEON TECHNOLOGIES CORP	COM	75513E101	697,573	7,121	SH		SOLE		7,121	0	0
RB GLOBAL INC	COM	74935Q107	357,360	5,956	SH		SOLE		5,956	0	0
REALTY INCOME CORP	COM	756109104	1,858,632	31,086	SH		SOLE		31,086	0	0
REINSURANCE GRP OF AMERICA I	COM NEW	759351604	287,504	2,073	SH		SOLE		2,073	0	0
RESMED INC	COM	761152107	1,824,694	8,351	SH		SOLE		8,351	0	0
REVVITY INC	COM	714046109	433,346	3,648	SH		SOLE		3,648	0	0
ROLLINS INC	COM	775711104	688,064	16,065	SH		SOLE		16,065	0	0
ROPER TECHNOLOGIES INC	COM	776696106	317,809	661	SH		SOLE		661	0	0
ROYAL CARIBBEAN GROUP	COM	V7780T103	713,316	6,876	SH		SOLE		6,876	0	0
ROYALTY PHARMA PLC	SHS CLASS A	G7709Q104	338,478	11,011	SH		SOLE		11,011	0	0
S&P GLOBAL INC	COM	78409V104	404,097	1,008	SH		SOLE		1,008	0	0
SALESFORCE INC	COM	79466L302	2,009,716	9,513	SH		SOLE		9,513	0	0
SCHLUMBERGER LTD	COM STK	806857108	269,718	5,491	SH		SOLE		5,491	0	0
SEAGEN INC	COM	81181C104	1,712,894	8,900	SH		SOLE		8,900	0	0
SEMPRA	COM	816851109	783,565	5,382	SH		SOLE		5,382	0	0
SHERWIN WILLIAMS CO	COM	824348106	1,033,935	3,894	SH		SOLE		3,894	0	0
SHOCKWAVE MED INC	COM	82489T104	268,000	939	SH		SOLE		939	0	0
SMUCKER J M CO	COM NEW	832696405	674,409	4,567	SH		SOLE		4,567	0	0
SNAP ON INC	COM	833034101	281,562	977	SH		SOLE		977	0	0
SOUTHERN COPPER CORP	COM	84265V105	972,292	13,553	SH		SOLE		13,553	0	0
SS&C TECHNOLOGIES HLDGS INC	COM	78467J100	203,131	3,352	SH		SOLE		3,352	0	0
STARBUCKS CORP	COM	855244109	1,182,380	11,936	SH		SOLE		11,936	0	0
SUN CMNTYS INC	COM	866674104	344,153	2,638	SH		SOLE		2,638	0	0
SYSCO CORP	COM	871829107	527,933	7,115	SH		SOLE		7,115	0	0
TARGET CORP	COM	87612E106	521,269	3,952	SH		SOLE		3,952	0	0
TELEDYNE TECHNOLOGIES INC	COM	879360105	619,954	1,508	SH		SOLE		1,508	0	0
TEXTRON INC	COM	883203101	543,272	8,033	SH		SOLE		8,033	0	0
THE CIGNA GROUP	COM	125523100	771,650	2,750	SH		SOLE		2,750	0	0
THE TRADE DESK INC	COM CL A	88339J105	830,656	10,757	SH		SOLE		10,757	0	0
THERMO FISHER SCIENTIFIC INC	COM	883556102	636,535	1,220	SH		SOLE		1,220	0	0
TJX COS INC NEW	COM	872540109	579,794	6,838	SH		SOLE		6,838	0	0
TRANSDIGM GROUP INC	COM	893641100	301,335	337	SH		SOLE		337	0	0
TRAVELERS COMPANIES INC	COM	89417E109	1,194,433	6,878	SH		SOLE		6,878	0	0
TWILIO INC	CL A	90138F102	230,750	3,627	SH		SOLE		3,627	0	0
TYLER TECHNOLOGIES INC	COM	902252105	1,127,801	2,708	SH		SOLE		2,708	0	0
UBER TECHNOLOGIES INC	COM	90353T100	320,839	7,432	SH		SOLE		7,432	0	0
ULTA BEAUTY INC	COM	90384S303	384,476	817	SH		SOLE		817	0	0
UNION PAC CORP	COM	907818108	1,883,936	9,207	SH		SOLE		9,207	0	0
UNITEDHEALTH GROUP INC	COM	91324P102	1,215,539	2,529	SH		SOLE		2,529	0	0
VALERO ENERGY CORP	COM	91913Y100	554,243	4,725	SH		SOLE		4,725	0	0
VERISIGN INC	COM	92343E102	248,567	1,100	SH		SOLE		1,100	0	0
VERISK ANALYTICS INC	COM	92345Y106	1,247,686	5,520	SH		SOLE		5,520	0	0
VICI PPTYS INC	COM	925652109	877,243	27,911	SH		SOLE		27,911	0	0
VMWARE INC	CL A COM	928563402	560,966	3,904	SH		SOLE		3,904	0	0
VULCAN MATLS CO	COM	929160109	1,036,573	4,598	SH		SOLE		4,598	0	0
WALMART INC	COM	931142103	1,625,713	10,343	SH		SOLE		10,343	0	0
WATERS CORP	COM	941848103	348,368	1,307	SH		SOLE		1,307	0	0
WEC ENERGY GROUP INC	COM	92939U106	409,875	4,645	SH		SOLE		4,645	0	0
WELLTOWER INC	COM	95040Q104	382,691	4,731	SH		SOLE		4,731	0	0
WEST PHARMACEUTICAL SVSC INC	COM	955306105	485,737	1,270	SH		SOLE		1,270	0	0
WILLIAMS COS INC	COM	969457100	925,061	28,350	SH		SOLE		28,350	0	0
WILLIS TOWERS WATSON PLC LTD	SHS	G96629103	653,042	2,773	SH		SOLE		2,773	0	0
WILLSCOT MOBIL MINI HLDNG CO	COM CL A	971378104	301,889	6,317	SH		SOLE		6,317	0	0
WP CAREY INC	COM	92936U109	545,344	8,072	SH		SOLE		8,072	0	0
XYLEM INC	COM	98419M100	1,174,176	10,426	SH		SOLE		10,426	0	0
YUM BRANDS INC	COM	988498101	298,714	2,156	SH		SOLE		2,156	0	0
ZOOM VIDEO COMMUNICATIONS IN	CL A	98980L101	204,319	3,010	SH		SOLE		3,010	0	0
ZSCALER INC	COM	98980G102	416,955	2,850	SH		SOLE		2,850	0	0