Twinbeech Capital 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
1 800 FLOWERS COM INC	CL A	68243Q106	373,893	47,935	SH		SOLE		47,935	0	0
10X GENOMICS INC	CL A COM	88025U109	308,293	5,521	SH		SOLE		5,521	0	0
3M CO	COM	88579Y101	10,890,092	108,803	SH		SOLE		108,803	0	0
AAON INC	COM PAR $0.004	000360206	4,212,503	44,431	SH		SOLE		44,431	0	0
ABBOTT LABS	COM	002824100	36,595,834	335,680	SH		SOLE		335,680	0	0
ABCELLERA BIOLOGICS INC	COM	00288U106	790,659	122,393	SH		SOLE		122,393	0	0
ABERCROMBIE & FITCH CO	CL A	002896207	6,135,284	162,826	SH		SOLE		162,826	0	0
ACADIA PHARMACEUTICALS INC	COM	004225108	4,682,153	195,497	SH		SOLE		195,497	0	0
ACCENTURE PLC IRELAND	SHS CLASS A	G1151C101	9,504,264	30,800	SH		SOLE		30,800	0	0
ACI WORLDWIDE INC	COM	004498101	2,524,117	108,939	SH		SOLE		108,939	0	0
ADAPTHEALTH CORP	COMMON STOCK	00653Q102	2,321,050	190,719	SH		SOLE		190,719	0	0
ADAPTIVE BIOTECHNOLOGIES COR	COM	00650F109	340,116	50,688	SH		SOLE		50,688	0	0
ADIENT PLC	ORD SHS	G0084W101	7,594,641	198,190	SH		SOLE		198,190	0	0
ADT INC DEL	COM	00090Q103	927,993	153,896	SH		SOLE		153,896	0	0
AERCAP HOLDINGS NV	SHS	N00985106	3,096,092	48,742	SH		SOLE		48,742	0	0
AES CORP	COM	00130H105	24,023,976	1,158,899	SH		SOLE		1,158,899	0	0
AGILENT TECHNOLOGIES INC	COM	00846U101	39,761,264	330,655	SH		SOLE		330,655	0	0
AGILON HEALTH INC	COM	00857U107	13,383,428	771,824	SH		SOLE		771,824	0	0
AIR LEASE CORP	CL A	00912X302	1,431,228	34,199	SH		SOLE		34,199	0	0
AKAMAI TECHNOLOGIES INC	COM	00971T101	19,321,421	214,993	SH		SOLE		214,993	0	0
ALASKA AIR GROUP INC	COM	011659109	695,063	13,070	SH		SOLE		13,070	0	0
ALEXANDRIA REAL ESTATE EQ IN	COM	015271109	4,829,453	42,554	SH		SOLE		42,554	0	0
ALIGHT INC	COM CL A	01626W101	4,031,754	436,337	SH		SOLE		436,337	0	0
ALLBIRDS INC	COM CL A	01675A109	342,967	272,196	SH		SOLE		272,196	0	0
ALLEGIANT TRAVEL CO	COM	01748X102	2,556,791	20,247	SH		SOLE		20,247	0	0
ALLSTATE CORP	COM	020002101	35,212,832	322,935	SH		SOLE		322,935	0	0
ALLY FINL INC	COM	02005N100	17,125,555	634,045	SH		SOLE		634,045	0	0
ALPHABET INC	CAP STK CL A	02079K305	51,295,400	428,533	SH		SOLE		428,533	0	0
ALPHATEC HLDGS INC	COM NEW	02081G201	1,179,542	65,603	SH		SOLE		65,603	0	0
ALTRIA GROUP INC	COM	02209S103	1,697,572	37,474	SH		SOLE		37,474	0	0
AMCOR PLC	ORD	G0250X107	6,097,411	610,963	SH		SOLE		610,963	0	0
AMERICAN EAGLE OUTFITTERS IN	COM	02553E106	3,688,751	312,606	SH		SOLE		312,606	0	0
AMERICAN ELEC PWR CO INC	COM	025537101	39,435,491	468,355	SH		SOLE		468,355	0	0
AMERICAN HOMES 4 RENT	CL A	02665T306	3,643,126	102,768	SH		SOLE		102,768	0	0
AMERICAN INTL GROUP INC	COM NEW	026874784	56,044,018	974,001	SH		SOLE		974,001	0	0
AMERICAN TOWER CORP NEW	COM	03027X100	8,546,548	44,068	SH		SOLE		44,068	0	0
AMERIPRISE FINL INC	COM	03076C106	22,719,080	68,398	SH		SOLE		68,398	0	0
AMPHENOL CORP NEW	CL A	032095101	7,076,845	83,306	SH		SOLE		83,306	0	0
AMPLITUDE INC	COM CL A	03213A104	765,721	69,611	SH		SOLE		69,611	0	0
AMYLYX PHARMACEUTICALS INC	COM	03237H101	3,365,955	156,048	SH		SOLE		156,048	0	0
ANTERO RESOURCES CORP	COM	03674X106	7,388,208	320,808	SH		SOLE		320,808	0	0
APARTMENT INCOME REIT CORP	COM	03750L109	2,244,365	62,188	SH		SOLE		62,188	0	0
APPLE HOSPITALITY REIT INC	COM NEW	03784Y200	1,340,725	88,731	SH		SOLE		88,731	0	0
APTIV PLC	SHS	G6095L109	11,111,169	108,837	SH		SOLE		108,837	0	0
ARCELLX INC	COMMON STOCK	03940C100	1,032,962	32,668	SH		SOLE		32,668	0	0
ARCH CAP GROUP LTD	ORD	G0450A105	29,241,949	390,674	SH		SOLE		390,674	0	0
ARISTA NETWORKS INC	COM	040413106	14,375,370	88,704	SH		SOLE		88,704	0	0
ARMSTRONG WORLD INDS INC NEW	COM	04247X102	436,720	5,945	SH		SOLE		5,945	0	0
ASHLAND INC	COM	044186104	5,676,874	65,319	SH		SOLE		65,319	0	0
ASPEN TECHNOLOGY INC	COM	29109X106	6,003,120	35,816	SH		SOLE		35,816	0	0
ATLANTICA SUSTAINABLE INFR P	SHS	G0751N103	673,689	28,741	SH		SOLE		28,741	0	0
ATLASSIAN CORPORATION	CL A	049468101	4,260,696	25,390	SH		SOLE		25,390	0	0
ATRICURE INC	COM	04963C209	1,103,986	22,366	SH		SOLE		22,366	0	0
AUTODESK INC	COM	052769106	28,996,306	141,715	SH		SOLE		141,715	0	0
AUTOLIV INC	COM	052800109	6,647,917	78,174	SH		SOLE		78,174	0	0
AUTOMATIC DATA PROCESSING IN	COM	053015103	63,843,940	290,477	SH		SOLE		290,477	0	0
AVANGRID INC	COM	05351W103	836,647	22,204	SH		SOLE		22,204	0	0
AVANTOR INC	COM	05352A100	3,391,668	165,125	SH		SOLE		165,125	0	0
AVIDITY BIOSCIENCES INC	COM	05370A108	546,992	49,323	SH		SOLE		49,323	0	0
AVISTA CORP	COM	05379B107	4,417,207	112,483	SH		SOLE		112,483	0	0
AXALTA COATING SYS LTD	COM	G0750C108	8,301,488	253,017	SH		SOLE		253,017	0	0
AXIS CAP HLDGS LTD	SHS	G0692U109	405,771	7,538	SH		SOLE		7,538	0	0
AXOS FINANCIAL INC	COM	05465C100	4,059,875	102,938	SH		SOLE		102,938	0	0
AZEK CO INC	CL A	05478C105	4,795,513	158,320	SH		SOLE		158,320	0	0
B & G FOODS INC NEW	COM	05508R106	596,027	42,818	SH		SOLE		42,818	0	0
BANK AMERICA CORP	COM	060505104	32,035,455	1,116,607	SH		SOLE		1,116,607	0	0
BANK OZK LITTLE ROCK ARK	COM	06417N103	1,586,842	39,513	SH		SOLE		39,513	0	0
BANKUNITED INC	COM	06652K103	1,573,710	73,026	SH		SOLE		73,026	0	0
BAXTER INTL INC	COM	071813109	3,987,958	87,532	SH		SOLE		87,532	0	0
BEAM THERAPEUTICS INC	COM	07373V105	410,173	12,846	SH		SOLE		12,846	0	0
BEYOND MEAT INC	COM	08862E109	508,933	39,209	SH		SOLE		39,209	0	0
BJS WHSL CLUB HLDGS INC	COM	05550J101	11,206,959	177,860	SH		SOLE		177,860	0	0
BLACK HILLS CORP	COM	092113109	296,600	4,922	SH		SOLE		4,922	0	0
BLACKSTONE INC	COM	09260D107	34,552,486	371,652	SH		SOLE		371,652	0	0
BLOCK INC	CL A	852234103	55,029,491	826,641	SH		SOLE		826,641	0	0
BLOOMIN BRANDS INC	COM	094235108	1,717,572	63,874	SH		SOLE		63,874	0	0
BLUE OWL CAPITAL INC	COM CL A	09581B103	6,771,155	581,215	SH		SOLE		581,215	0	0
BOK FINL CORP	COM NEW	05561Q201	1,110,483	13,747	SH		SOLE		13,747	0	0
BORGWARNER INC	COM	099724106	9,135,899	186,790	SH		SOLE		186,790	0	0
BOSTON SCIENTIFIC CORP	COM	101137107	37,921,525	701,082	SH		SOLE		701,082	0	0
BOYD GAMING CORP	COM	103304101	11,650,483	167,947	SH		SOLE		167,947	0	0
BRIGHTHOUSE FINL INC	COM	10922N103	1,566,954	33,093	SH		SOLE		33,093	0	0
BRINKER INTL INC	COM	109641100	3,084,136	84,266	SH		SOLE		84,266	0	0
BROADSTONE NET LEASE INC	COM	11135E203	751,326	48,661	SH		SOLE		48,661	0	0
BUILDERS FIRSTSOURCE INC	COM	12008R107	7,618,448	56,018	SH		SOLE		56,018	0	0
BUMBLE INC	COM CL A	12047B105	603,812	35,984	SH		SOLE		35,984	0	0
BURLINGTON STORES INC	COM	122017106	17,380,263	110,428	SH		SOLE		110,428	0	0
C H ROBINSON WORLDWIDE INC	COM NEW	12541W209	16,717,405	177,185	SH		SOLE		177,185	0	0
CABLE ONE INC	COM	12685J105	3,074,477	4,679	SH		SOLE		4,679	0	0
CADENCE DESIGN SYSTEM INC	COM	127387108	35,632,734	151,939	SH		SOLE		151,939	0	0
CAESARS ENTERTAINMENT INC NE	COM	12769G100	12,878,590	252,670	SH		SOLE		252,670	0	0
CAMPBELL SOUP CO	COM	134429109	867,393	18,976	SH		SOLE		18,976	0	0
CAPRI HOLDINGS LIMITED	SHS	G1890L107	11,418,224	318,145	SH		SOLE		318,145	0	0
CARDINAL HEALTH INC	COM	14149Y108	3,739,582	39,543	SH		SOLE		39,543	0	0
CAREDX INC	COM	14167L103	1,270,019	149,414	SH		SOLE		149,414	0	0
CARTERS INC	COM	146229109	2,542,307	35,018	SH		SOLE		35,018	0	0
CASSAVA SCIENCES INC	COM	14817C107	504,818	20,588	SH		SOLE		20,588	0	0
CATALENT INC	COM	148806102	4,301,052	99,194	SH		SOLE		99,194	0	0
CATALYST PHARMACEUTICALS INC	COM	14888U101	317,856	23,650	SH		SOLE		23,650	0	0
CBRE GROUP INC	CL A	12504L109	29,668,835	367,598	SH		SOLE		367,598	0	0
CDW CORP	COM	12514G108	18,781,776	102,353	SH		SOLE		102,353	0	0
CELANESE CORP DEL	COM	150870103	4,580,932	39,559	SH		SOLE		39,559	0	0
CELLDEX THERAPEUTICS INC NEW	COM NEW	15117B202	623,498	18,376	SH		SOLE		18,376	0	0
CELSIUS HLDGS INC	COM NEW	15118V207	15,363,437	102,979	SH		SOLE		102,979	0	0
CERIDIAN HCM HLDG INC	COM	15677J108	1,274,573	19,032	SH		SOLE		19,032	0	0
CERTARA INC	COM	15687V109	5,172,933	284,071	SH		SOLE		284,071	0	0
CHEGG INC	COM	163092109	2,554,829	287,706	SH		SOLE		287,706	0	0
CHENIERE ENERGY INC	COM NEW	16411R208	12,313,888	80,821	SH		SOLE		80,821	0	0
CHEVRON CORP NEW	COM	166764100	328,704	2,089	SH		SOLE		2,089	0	0
CHEWY INC	CL A	16679L109	14,225,541	360,414	SH		SOLE		360,414	0	0
CHILDRENS PL INC NEW	COM	168905107	846,213	36,459	SH		SOLE		36,459	0	0
CHIPOTLE MEXICAN GRILL INC	COM	169656105	17,392,209	8,131	SH		SOLE		8,131	0	0
CHUBB LIMITED	COM	H1467J104	18,715,292	97,192	SH		SOLE		97,192	0	0
CHURCH & DWIGHT CO INC	COM	171340102	3,129,381	31,222	SH		SOLE		31,222	0	0
CIENA CORP	COM NEW	171779309	1,156,705	27,223	SH		SOLE		27,223	0	0
CINCINNATI FINL CORP	COM	172062101	13,478,041	138,492	SH		SOLE		138,492	0	0
CIRRUS LOGIC INC	COM	172755100	4,463,732	55,101	SH		SOLE		55,101	0	0
CITIGROUP INC	COM NEW	172967424	23,446,192	509,257	SH		SOLE		509,257	0	0
CITIZENS FINL GROUP INC	COM	174610105	12,409,125	475,810	SH		SOLE		475,810	0	0
CLEAR SECURE INC	COM CL A	18467V109	1,139,130	49,164	SH		SOLE		49,164	0	0
CLEARWAY ENERGY INC	CL C	18539C204	1,134,660	39,729	SH		SOLE		39,729	0	0
CLEVELAND-CLIFFS INC NEW	COM	185899101	18,981,873	1,132,570	SH		SOLE		1,132,570	0	0
CLOROX CO DEL	COM	189054109	22,735,563	142,955	SH		SOLE		142,955	0	0
CLOUDFLARE INC	CL A COM	18915M107	8,658,518	132,454	SH		SOLE		132,454	0	0
CNO FINL GROUP INC	COM	12621E103	346,339	14,632	SH		SOLE		14,632	0	0
COCA COLA CONS INC	COM	191098102	1,784,672	2,806	SH		SOLE		2,806	0	0
COGNIZANT TECHNOLOGY SOLUTIO	CL A	192446102	52,207,876	799,753	SH		SOLE		799,753	0	0
COLGATE PALMOLIVE CO	COM	194162103	19,067,400	247,500	SH		SOLE		247,500	0	0
COLUMBIA BKG SYS INC	COM	197236102	3,226,264	159,086	SH		SOLE		159,086	0	0
COLUMBIA SPORTSWEAR CO	COM	198516106	1,669,002	21,608	SH		SOLE		21,608	0	0
COMCAST CORP NEW	CL A	20030N101	19,646,211	472,833	SH		SOLE		472,833	0	0
COMERICA INC	COM	200340107	13,681,729	322,987	SH		SOLE		322,987	0	0
CONCENTRIX CORP	COM	20602D101	6,258,206	77,501	SH		SOLE		77,501	0	0
COPART INC	COM	217204106	15,092,154	165,466	SH		SOLE		165,466	0	0
CORCEPT THERAPEUTICS INC	COM	218352102	698,472	31,392	SH		SOLE		31,392	0	0
COREBRIDGE FINL INC	COM	21871X109	1,004,236	56,865	SH		SOLE		56,865	0	0
CORTEVA INC	COM	22052L104	2,972,438	51,875	SH		SOLE		51,875	0	0
COSTCO WHSL CORP NEW	COM	22160K105	50,014,964	92,899	SH		SOLE		92,899	0	0
CRANE NXT CO	COM	224441105	3,547,198	62,849	SH		SOLE		62,849	0	0
CREDO TECHNOLOGY GROUP HOLDI	ORDINARY SHARES	G25457105	3,615,615	208,513	SH		SOLE		208,513	0	0
CROCS INC	COM	227046109	7,038,969	62,602	SH		SOLE		62,602	0	0
CROWDSTRIKE HLDGS INC	CL A	22788C105	4,591,744	31,264	SH		SOLE		31,264	0	0
CUBESMART	COM	229663109	3,498,709	78,341	SH		SOLE		78,341	0	0
CUSHMAN WAKEFIELD PLC	SHS	G2717B108	2,972,154	363,344	SH		SOLE		363,344	0	0
CVR ENERGY INC	COM	12662P108	3,468,889	115,784	SH		SOLE		115,784	0	0
DADA NEXUS LTD	ADS	23344D108	648,691	122,164	SH		SOLE		122,164	0	0
DANA INC	COM	235825205	970,547	57,091	SH		SOLE		57,091	0	0
DARDEN RESTAURANTS INC	COM	237194105	5,421,913	32,451	SH		SOLE		32,451	0	0
DATADOG INC	CL A COM	23804L103	27,482,945	279,355	SH		SOLE		279,355	0	0
DENTSPLY SIRONA INC	COM	24906P109	14,105,249	352,455	SH		SOLE		352,455	0	0
DIAMONDBACK ENERGY INC	COM	25278X109	1,922,060	14,632	SH		SOLE		14,632	0	0
DIGITALOCEAN HLDGS INC	COM	25402D102	4,545,092	113,231	SH		SOLE		113,231	0	0
DIODES INC	COM	254543101	912,691	9,868	SH		SOLE		9,868	0	0
DOCUSIGN INC	COM	256163106	22,307,325	436,628	SH		SOLE		436,628	0	0
DOLBY LABORATORIES INC	COM CL A	25659T107	6,670,384	79,713	SH		SOLE		79,713	0	0
DOLLAR TREE INC	COM	256746108	13,052,760	90,960	SH		SOLE		90,960	0	0
DONALDSON INC	COM	257651109	5,362,483	85,786	SH		SOLE		85,786	0	0
DOORDASH INC	CL A	25809K105	6,747,351	88,293	SH		SOLE		88,293	0	0
DOVER CORP	COM	260003108	2,962,597	20,065	SH		SOLE		20,065	0	0
DOW INC	COM	260557103	17,901,804	336,121	SH		SOLE		336,121	0	0
DOXIMITY INC	CL A	26622P107	5,956,188	175,079	SH		SOLE		175,079	0	0
DRAFTKINGS INC NEW	COM CL A	26142V105	11,226,356	422,520	SH		SOLE		422,520	0	0
DRIVEN BRANDS HLDGS INC	COM	26210V102	1,668,249	61,650	SH		SOLE		61,650	0	0
DUOLINGO INC	CL A COM	26603R106	1,130,227	7,907	SH		SOLE		7,907	0	0
DYCOM INDS INC	COM	267475101	555,749	4,890	SH		SOLE		4,890	0	0
EAST WEST BANCORP INC	COM	27579R104	4,499,978	85,243	SH		SOLE		85,243	0	0
EASTMAN CHEM CO	COM	277432100	254,174	3,036	SH		SOLE		3,036	0	0
EBAY INC.	COM	278642103	47,033,320	1,052,435	SH		SOLE		1,052,435	0	0
EDGEWELL PERS CARE CO	COM	28035Q102	911,629	22,068	SH		SOLE		22,068	0	0
EDWARDS LIFESCIENCES CORP	COM	28176E108	5,095,329	54,016	SH		SOLE		54,016	0	0
ELASTIC N V	ORD SHS	N14506104	9,921,095	154,727	SH		SOLE		154,727	0	0
ELEMENT SOLUTIONS INC	COM	28618M106	2,471,328	128,715	SH		SOLE		128,715	0	0
ELEVANCE HEALTH INC	COM	036752103	63,397,962	142,695	SH		SOLE		142,695	0	0
EMBECTA CORP	COMMON STOCK	29082K105	3,088,130	142,969	SH		SOLE		142,969	0	0
EMCOR GROUP INC	COM	29084Q100	7,077,074	38,300	SH		SOLE		38,300	0	0
EMERGENT BIOSOLUTIONS INC	COM	29089Q105	676,920	92,098	SH		SOLE		92,098	0	0
EMERSON ELEC CO	COM	291011104	16,179,268	178,994	SH		SOLE		178,994	0	0
ENDEAVOR GROUP HLDGS INC	CL A COM	29260Y109	9,350,519	390,908	SH		SOLE		390,908	0	0
ENTEGRIS INC	COM	29362U104	6,397,306	57,727	SH		SOLE		57,727	0	0
ENTERGY CORP NEW	COM	29364G103	32,272,508	331,442	SH		SOLE		331,442	0	0
ENVISTA HOLDINGS CORPORATION	COM	29415F104	12,155,836	359,215	SH		SOLE		359,215	0	0
EOG RES INC	COM	26875P101	22,285,016	194,731	SH		SOLE		194,731	0	0
EQT CORP	COM	26884L109	9,422,883	229,100	SH		SOLE		229,100	0	0
EQUITABLE HLDGS INC	COM	29452E101	6,968,686	256,579	SH		SOLE		256,579	0	0
EQUITY RESIDENTIAL	SH BEN INT	29476L107	1,144,382	17,347	SH		SOLE		17,347	0	0
ERIE INDTY CO	CL A	29530P102	1,416,517	6,745	SH		SOLE		6,745	0	0
ESSENTIAL UTILS INC	COM	29670G102	3,615,207	90,584	SH		SOLE		90,584	0	0
ETHAN ALLEN INTERIORS INC	COM	297602104	679,625	24,032	SH		SOLE		24,032	0	0
ETSY INC	COM	29786A106	19,846,798	234,568	SH		SOLE		234,568	0	0
EVEREST RE GROUP LTD	COM	G3223R108	23,091,959	67,548	SH		SOLE		67,548	0	0
EXELIXIS INC	COM	30161Q104	6,994,451	366,010	SH		SOLE		366,010	0	0
EXELON CORP	COM	30161N101	6,248,946	153,386	SH		SOLE		153,386	0	0
EXLSERVICE HOLDINGS INC	COM	302081104	7,418,708	49,111	SH		SOLE		49,111	0	0
EXPEDIA GROUP INC	COM NEW	30212P303	8,876,780	81,148	SH		SOLE		81,148	0	0
EXPEDITORS INTL WASH INC	COM	302130109	1,926,330	15,903	SH		SOLE		15,903	0	0
EXTRA SPACE STORAGE INC	COM	30225T102	4,520,723	30,371	SH		SOLE		30,371	0	0
EXXON MOBIL CORP	COM	30231G102	3,306,947	30,834	SH		SOLE		30,834	0	0
F N B CORP	COM	302520101	227,736	19,907	SH		SOLE		19,907	0	0
F5 INC	COM	315616102	18,149,257	124,089	SH		SOLE		124,089	0	0
FEDERATED HERMES INC	CL B	314211103	6,491,037	181,061	SH		SOLE		181,061	0	0
FIDELITY NATL INFORMATION SV	COM	31620M106	63,920,615	1,168,567	SH		SOLE		1,168,567	0	0
FIRST HORIZON CORPORATION	COM	320517105	482,739	42,834	SH		SOLE		42,834	0	0
FIRST INDL RLTY TR INC	COM	32054K103	1,948,048	37,007	SH		SOLE		37,007	0	0
FIRST INTST BANCSYSTEM INC	COM	32055Y201	1,628,582	68,313	SH		SOLE		68,313	0	0
FIRSTCASH HOLDINGS INC	COM	33768G107	2,707,503	29,010	SH		SOLE		29,010	0	0
FLEX LTD	ORD	Y2573F102	6,550,127	236,980	SH		SOLE		236,980	0	0
FLOOR & DECOR HLDGS INC	CL A	339750101	12,128,909	116,669	SH		SOLE		116,669	0	0
FLUENCE ENERGY INC	COM CL A	34379V103	364,888	13,697	SH		SOLE		13,697	0	0
FLUOR CORP NEW	COM	343412102	8,760,623	295,967	SH		SOLE		295,967	0	0
FLYWIRE CORPORATION	COM VTG	302492103	2,025,391	65,251	SH		SOLE		65,251	0	0
FMC CORP	COM NEW	302491303	8,352,730	80,053	SH		SOLE		80,053	0	0
FOOT LOCKER INC	COM	344849104	3,844,523	141,812	SH		SOLE		141,812	0	0
FOX CORP	CL A COM	35137L105	1,958,196	57,594	SH		SOLE		57,594	0	0
FOX CORP	CL B COM	35137L204	1,049,914	32,923	SH		SOLE		32,923	0	0
FRANKLIN ELEC INC	COM	353514102	516,455	5,019	SH		SOLE		5,019	0	0
FREEPORT-MCMORAN INC	CL B	35671D857	58,910,960	1,472,774	SH		SOLE		1,472,774	0	0
FRESHPET INC	COM	358039105	3,891,016	59,125	SH		SOLE		59,125	0	0
FRONTDOOR INC	COM	35905A109	911,830	28,584	SH		SOLE		28,584	0	0
FULL TRUCK ALLIANCE CO LTD	SPONSORED ADS	35969L108	1,757,822	282,608	SH		SOLE		282,608	0	0
GAMING & LEISURE PPTYS INC	COM	36467J108	4,045,150	83,474	SH		SOLE		83,474	0	0
GARMIN LTD	SHS	H2906T109	2,442,993	23,425	SH		SOLE		23,425	0	0
GDS HLDGS LTD	SPONSORED ADS	36165L108	148,662	13,527	SH		SOLE		13,527	0	0
GENERAL DYNAMICS CORP	COM	369550108	37,262,904	173,195	SH		SOLE		173,195	0	0
GENERAL ELECTRIC CO	COM NEW	369604301	429,843	3,913	SH		SOLE		3,913	0	0
GENERAL MLS INC	COM	370334104	9,722,339	126,758	SH		SOLE		126,758	0	0
GENERAL MTRS CO	COM	37045V100	836,482	21,693	SH		SOLE		21,693	0	0
GENPACT LIMITED	SHS	G3922B107	9,511,822	253,176	SH		SOLE		253,176	0	0
GENTEX CORP	COM	371901109	4,008,883	137,009	SH		SOLE		137,009	0	0
GEO GROUP INC NEW	COM	36162J106	1,963,802	274,274	SH		SOLE		274,274	0	0
GILEAD SCIENCES INC	COM	375558103	21,623,453	280,569	SH		SOLE		280,569	0	0
GITLAB INC	CLASS A COM	37637K108	3,550,203	69,462	SH		SOLE		69,462	0	0
GLOBAL PMTS INC	COM	37940X102	42,376,014	430,126	SH		SOLE		430,126	0	0
GODADDY INC	CL A	380237107	18,036,760	240,074	SH		SOLE		240,074	0	0
GOLAR LNG LTD	SHS	G9456A100	1,763,040	87,409	SH		SOLE		87,409	0	0
GOODYEAR TIRE & RUBR CO	COM	382550101	7,491,318	547,611	SH		SOLE		547,611	0	0
GRACO INC	COM	384109104	2,758,537	31,946	SH		SOLE		31,946	0	0
GRAPHIC PACKAGING HLDG CO	COM	388689101	15,654,536	651,458	SH		SOLE		651,458	0	0
GUESS INC	COM	401617105	710,625	36,536	SH		SOLE		36,536	0	0
HAEMONETICS CORP MASS	COM	405024100	1,275,567	14,982	SH		SOLE		14,982	0	0
HAIN CELESTIAL GROUP INC	COM	405217100	336,919	26,932	SH		SOLE		26,932	0	0
HANOVER INS GROUP INC	COM	410867105	769,282	6,806	SH		SOLE		6,806	0	0
HARLEY DAVIDSON INC	COM	412822108	12,058,932	342,486	SH		SOLE		342,486	0	0
HARMONIC INC	COM	413160102	3,526,111	218,065	SH		SOLE		218,065	0	0
HARTFORD FINL SVCS GROUP INC	COM	416515104	1,035,432	14,377	SH		SOLE		14,377	0	0
HASBRO INC	COM	418056107	17,186,201	265,342	SH		SOLE		265,342	0	0
HEALTHPEAK PROPERTIES INC	COM	42250P103	6,542,148	325,480	SH		SOLE		325,480	0	0
HELMERICH & PAYNE INC	COM	423452101	1,679,798	47,385	SH		SOLE		47,385	0	0
HENRY SCHEIN INC	COM	806407102	6,138,054	75,685	SH		SOLE		75,685	0	0
HESS CORP	COM	42809H107	1,133,415	8,337	SH		SOLE		8,337	0	0
HF SINCLAIR CORP	COM	403949100	1,571,164	35,220	SH		SOLE		35,220	0	0
HILLENBRAND INC	COM	431571108	588,028	11,467	SH		SOLE		11,467	0	0
HILTON WORLDWIDE HLDGS INC	COM	43300A203	891,494	6,125	SH		SOLE		6,125	0	0
HOLOGIC INC	COM	436440101	23,603,241	291,506	SH		SOLE		291,506	0	0
HOME DEPOT INC	COM	437076102	65,938,621	212,267	SH		SOLE		212,267	0	0
HONEYWELL INTL INC	COM	438516106	63,725,740	307,112	SH		SOLE		307,112	0	0
HOST HOTELS & RESORTS INC	COM	44107P104	6,378,536	378,998	SH		SOLE		378,998	0	0
HOSTESS BRANDS INC	CL A	44109J106	424,692	16,773	SH		SOLE		16,773	0	0
HOWMET AEROSPACE INC	COM	443201108	3,864,540	77,977	SH		SOLE		77,977	0	0
HP INC	COM	40434L105	5,734,601	186,734	SH		SOLE		186,734	0	0
HUB GROUP INC	CL A	443320106	1,270,903	15,823	SH		SOLE		15,823	0	0
HUMANA INC	COM	444859102	59,087,335	132,148	SH		SOLE		132,148	0	0
HUNTSMAN CORP	COM	447011107	1,882,591	69,674	SH		SOLE		69,674	0	0
HYATT HOTELS CORP	COM CL A	448579102	5,110,955	44,606	SH		SOLE		44,606	0	0
IAC INC	COM NEW	44891N208	630,449	10,039	SH		SOLE		10,039	0	0
IDEX CORP	COM	45167R104	17,860,553	82,972	SH		SOLE		82,972	0	0
ILLINOIS TOOL WKS INC	COM	452308109	640,910	2,562	SH		SOLE		2,562	0	0
IMMUNOVANT INC	COM	45258J102	2,076,229	109,448	SH		SOLE		109,448	0	0
IMPINJ INC	COM	453204109	5,736,704	63,990	SH		SOLE		63,990	0	0
INARI MED INC	COM	45332Y109	1,102,276	18,959	SH		SOLE		18,959	0	0
INGERSOLL RAND INC	COM	45687V106	29,803,376	455,988	SH		SOLE		455,988	0	0
INSPIRE MED SYS INC	COM	457730109	4,467,046	13,760	SH		SOLE		13,760	0	0
INTEGRA LIFESCIENCES HLDGS C	COM NEW	457985208	2,380,522	57,878	SH		SOLE		57,878	0	0
INTELLIA THERAPEUTICS INC	COM	45826J105	1,522,236	37,328	SH		SOLE		37,328	0	0
INTER PARFUMS INC	COM	458334109	1,222,885	9,043	SH		SOLE		9,043	0	0
INTERNATIONAL FLAVORS&FRAGRA	COM	459506101	26,510,156	333,084	SH		SOLE		333,084	0	0
INTERNATIONAL GAME TECHNOLOG	SHS USD	G4863A108	1,667,943	52,303	SH		SOLE		52,303	0	0
INTERPUBLIC GROUP COS INC	COM	460690100	12,021,451	311,598	SH		SOLE		311,598	0	0
INTUIT	COM	461202103	64,549,807	140,880	SH		SOLE		140,880	0	0
INVITATION HOMES INC	COM	46187W107	7,452,898	216,654	SH		SOLE		216,654	0	0
IRHYTHM TECHNOLOGIES INC	COM	450056106	2,386,633	22,878	SH		SOLE		22,878	0	0
IRIDIUM COMMUNICATIONS INC	COM	46269C102	5,182,175	83,422	SH		SOLE		83,422	0	0
IRON MTN INC DEL	COM	46284V101	3,955,240	69,610	SH		SOLE		69,610	0	0
ISHARES TR	RUSSELL 2000 ETF	464287655	647,205	3,456	SH		SOLE		3,456	0	0
JACK IN THE BOX INC	COM	466367109	3,708,773	38,027	SH		SOLE		38,027	0	0
JACOBS SOLUTIONS INC	COM	46982L108	16,759,329	140,965	SH		SOLE		140,965	0	0
JANUS HENDERSON GROUP PLC	ORD SHS	G4474Y214	5,279,006	193,725	SH		SOLE		193,725	0	0
JD.COM INC	SPON ADR CL A	47215P106	3,190,984	93,495	SH		SOLE		93,495	0	0
JEFFERIES FINL GROUP INC	COM	47233W109	3,617,487	109,059	SH		SOLE		109,059	0	0
JOHNSON CTLS INTL PLC	SHS	G51502105	23,523,563	345,224	SH		SOLE		345,224	0	0
JPMORGAN CHASE & CO	COM	46625H100	6,916,545	47,556	SH		SOLE		47,556	0	0
KARUNA THERAPEUTICS INC	COM	48576A100	3,627,684	16,729	SH		SOLE		16,729	0	0
KB HOME	COM	48666K109	1,913,632	37,007	SH		SOLE		37,007	0	0
KENNAMETAL INC	COM	489170100	1,568,349	55,243	SH		SOLE		55,243	0	0
KENNEDY-WILSON HOLDINGS INC	COM	489398107	1,428,124	87,454	SH		SOLE		87,454	0	0
KEURIG DR PEPPER INC	COM	49271V100	7,062,330	225,850	SH		SOLE		225,850	0	0
KEYSIGHT TECHNOLOGIES INC	COM	49338L103	13,845,436	82,684	SH		SOLE		82,684	0	0
KILROY RLTY CORP	COM	49427F108	302,074	10,039	SH		SOLE		10,039	0	0
KIMBERLY-CLARK CORP	COM	494368103	5,039,742	36,504	SH		SOLE		36,504	0	0
KIMCO RLTY CORP	COM	49446R109	2,026,230	102,750	SH		SOLE		102,750	0	0
KIRBY CORP	COM	497266106	202,917	2,637	SH		SOLE		2,637	0	0
KKR & CO INC	COM	48251W104	16,732,128	298,788	SH		SOLE		298,788	0	0
KNIGHT-SWIFT TRANSN HLDGS IN	CL A	499049104	19,160,033	344,853	SH		SOLE		344,853	0	0
KRAFT HEINZ CO	COM	500754106	14,620,178	411,836	SH		SOLE		411,836	0	0
KRISPY KREME INC	COM	50101L106	169,763	11,525	SH		SOLE		11,525	0	0
KULICKE & SOFFA INDS INC	COM	501242101	561,386	9,443	SH		SOLE		9,443	0	0
KYMERA THERAPEUTICS INC	COM	501575104	899,668	39,133	SH		SOLE		39,133	0	0
KYNDRYL HLDGS INC	COMMON STOCK	50155Q100	436,527	32,871	SH		SOLE		32,871	0	0
LA Z BOY INC	COM	505336107	314,295	10,974	SH		SOLE		10,974	0	0
LANCASTER COLONY CORP	COM	513847103	668,624	3,325	SH		SOLE		3,325	0	0
LANTHEUS HLDGS INC	COM	516544103	11,697,441	139,388	SH		SOLE		139,388	0	0
LAS VEGAS SANDS CORP	COM	517834107	21,992,962	379,189	SH		SOLE		379,189	0	0
LEAR CORP	COM NEW	521865204	6,444,247	44,892	SH		SOLE		44,892	0	0
LEGALZOOM COM INC	COM	52466B103	339,436	28,099	SH		SOLE		28,099	0	0
LEGEND BIOTECH CORP	SPONSORED ADS	52490G102	1,389,436	20,128	SH		SOLE		20,128	0	0
LEGGETT & PLATT INC	COM	524660107	1,257,636	42,459	SH		SOLE		42,459	0	0
LESLIES INC	COM	527064109	934,634	99,535	SH		SOLE		99,535	0	0
LEVI STRAUSS & CO NEW	CL A COM STK	52736R102	3,229,636	223,814	SH		SOLE		223,814	0	0
LIBERTY BROADBAND CORP	COM SER C	530307305	9,123,488	113,887	SH		SOLE		113,887	0	0
LIBERTY GLOBAL PLC	SHS CL C	G5480U120	3,304,100	185,937	SH		SOLE		185,937	0	0
LIBERTY MEDIA CORP DEL	COM C SIRIUSXM	531229607	356,397	10,889	SH		SOLE		10,889	0	0
LIFE TIME GROUP HOLDINGS INC	COMMON STOCK	53190C102	848,820	43,153	SH		SOLE		43,153	0	0
LKQ CORP	COM	501889208	2,623,723	45,027	SH		SOLE		45,027	0	0
LOCKHEED MARTIN CORP	COM	539830109	8,548,796	18,569	SH		SOLE		18,569	0	0
LOWES COS INC	COM	548661107	14,258,823	63,176	SH		SOLE		63,176	0	0
LXP INDUSTRIAL TRUST	COM	529043101	457,031	46,875	SH		SOLE		46,875	0	0
LYFT INC	CL A COM	55087P104	7,176,955	748,379	SH		SOLE		748,379	0	0
LYONDELLBASELL INDUSTRIES N	SHS - A -	N53745100	16,428,020	178,896	SH		SOLE		178,896	0	0
MAGNOLIA OIL & GAS CORP	CL A	559663109	1,402,850	67,122	SH		SOLE		67,122	0	0
MARKETAXESS HLDGS INC	COM	57060D108	23,526,231	89,994	SH		SOLE		89,994	0	0
MARVELL TECHNOLOGY INC	COM	573874104	16,243,481	271,721	SH		SOLE		271,721	0	0
MASCO CORP	COM	574599106	18,743,636	326,658	SH		SOLE		326,658	0	0
MASTERBRAND INC	COMMON STOCK	57638P104	2,539,771	218,381	SH		SOLE		218,381	0	0
MATCH GROUP INC NEW	COM	57667L107	8,309,318	198,550	SH		SOLE		198,550	0	0
MAXLINEAR INC	COM	57776J100	1,315,610	41,686	SH		SOLE		41,686	0	0
MCDONALDS CORP	COM	580135101	6,820,757	22,857	SH		SOLE		22,857	0	0
MEDTRONIC PLC	SHS	G5960L103	8,714,412	98,915	SH		SOLE		98,915	0	0
MELCO RESORTS AND ENTMNT LTD	ADR	585464100	1,276,641	104,557	SH		SOLE		104,557	0	0
MERCADOLIBRE INC	COM	58733R102	22,799,996	19,247	SH		SOLE		19,247	0	0
MERCURY SYS INC	COM	589378108	3,157,479	91,283	SH		SOLE		91,283	0	0
MERIT MED SYS INC	COM	589889104	613,416	7,334	SH		SOLE		7,334	0	0
META PLATFORMS INC	CL A	30303M102	5,735,869	19,987	SH		SOLE		19,987	0	0
METLIFE INC	COM	59156R108	21,650,764	382,996	SH		SOLE		382,996	0	0
METTLER TOLEDO INTERNATIONAL	COM	592688105	24,089,580	18,366	SH		SOLE		18,366	0	0
MGIC INVT CORP WIS	COM	552848103	2,530,774	160,277	SH		SOLE		160,277	0	0
MIDDLEBY CORP	COM	596278101	499,665	3,380	SH		SOLE		3,380	0	0
MOBILEYE GLOBAL INC	COMMON CLASS A	60741F104	4,366,702	113,657	SH		SOLE		113,657	0	0
MOHAWK INDS INC	COM	608190104	1,983,354	19,226	SH		SOLE		19,226	0	0
MONDELEZ INTL INC	CL A	609207105	7,526,095	103,182	SH		SOLE		103,182	0	0
MONRO INC	COM	610236101	2,318,510	57,064	SH		SOLE		57,064	0	0
MONSTER BEVERAGE CORP NEW	COM	61174X109	6,494,224	113,061	SH		SOLE		113,061	0	0
MORGAN STANLEY	COM NEW	617446448	18,032,210	211,150	SH		SOLE		211,150	0	0
MORNINGSTAR INC	COM	617700109	4,370,204	22,289	SH		SOLE		22,289	0	0
MOTOROLA SOLUTIONS INC	COM NEW	620076307	44,347,749	151,213	SH		SOLE		151,213	0	0
MSC INDL DIRECT INC	CL A	553530106	1,008,539	10,585	SH		SOLE		10,585	0	0
MSCI INC	COM	55354G100	53,173,373	113,306	SH		SOLE		113,306	0	0
MURPHY OIL CORP	COM	626717102	9,318,658	243,307	SH		SOLE		243,307	0	0
NATERA INC	COM	632307104	19,267,900	395,970	SH		SOLE		395,970	0	0
NATIONAL STORAGE AFFILIATES	COM SHS BEN IN	637870106	352,619	10,124	SH		SOLE		10,124	0	0
NATIONAL VISION HLDGS INC	COM	63845R107	5,598,238	230,475	SH		SOLE		230,475	0	0
NCR CORP NEW	COM	62886E108	3,076,391	122,079	SH		SOLE		122,079	0	0
NEOGENOMICS INC	COM NEW	64049M209	370,494	23,055	SH		SOLE		23,055	0	0
NEUROCRINE BIOSCIENCES INC	COM	64125C109	465,276	4,934	SH		SOLE		4,934	0	0
NEW FORTRESS ENERGY INC	COM CL A	644393100	4,812,875	179,719	SH		SOLE		179,719	0	0
NEW JERSEY RES CORP	COM	646025106	2,301,047	48,751	SH		SOLE		48,751	0	0
NEW YORK CMNTY BANCORP INC	COM	649445103	3,942,475	350,754	SH		SOLE		350,754	0	0
NEXTERA ENERGY PARTNERS LP	COM UNIT PART IN	65341B106	6,813,616	116,194	SH		SOLE		116,194	0	0
NNN REIT INC	COM	637417106	2,871,038	67,096	SH		SOLE		67,096	0	0
NORDSTROM INC	COM	655664100	3,446,943	168,390	SH		SOLE		168,390	0	0
NORFOLK SOUTHN CORP	COM	655844108	3,381,445	14,912	SH		SOLE		14,912	0	0
NORTHERN TR CORP	COM	665859104	7,467,974	100,728	SH		SOLE		100,728	0	0
NORTHROP GRUMMAN CORP	COM	666807102	4,833,303	10,604	SH		SOLE		10,604	0	0
NOVOCURE LTD	ORD SHS	G6674U108	11,834,804	285,176	SH		SOLE		285,176	0	0
NRG ENERGY INC	COM NEW	629377508	5,547,143	148,359	SH		SOLE		148,359	0	0
NU SKIN ENTERPRISES INC	CL A	67018T105	3,876,399	116,759	SH		SOLE		116,759	0	0
NUCOR CORP	COM	670346105	11,724,898	71,502	SH		SOLE		71,502	0	0
OATLY GROUP AB	SPONSORED ADS	67421J108	341,182	166,430	SH		SOLE		166,430	0	0
O-I GLASS INC	COM	67098H104	5,737,023	268,965	SH		SOLE		268,965	0	0
OLAPLEX HLDGS INC	COM	679369108	1,033,379	277,790	SH		SOLE		277,790	0	0
OLD REP INTL CORP	COM	680223104	1,143,247	45,421	SH		SOLE		45,421	0	0
OLIN CORP	COM PAR $1	680665205	9,256,110	180,115	SH		SOLE		180,115	0	0
OLLIES BARGAIN OUTLET HLDGS	COM	681116109	1,147,420	19,807	SH		SOLE		19,807	0	0
OMNICELL COM	COM	68213N109	2,776,401	37,687	SH		SOLE		37,687	0	0
ON SEMICONDUCTOR CORP	COM	682189105	17,087,958	180,672	SH		SOLE		180,672	0	0
ORASURE TECHNOLOGIES INC	COM	68554V108	339,593	67,783	SH		SOLE		67,783	0	0
OREILLY AUTOMOTIVE INC	COM	67103H107	15,842,695	16,584	SH		SOLE		16,584	0	0
ORGANON & CO	COMMON STOCK	68622V106	5,746,557	276,144	SH		SOLE		276,144	0	0
OTIS WORLDWIDE CORP	COM	68902V107	36,278,874	407,582	SH		SOLE		407,582	0	0
OUTFRONT MEDIA INC	COM	69007J106	221,998	14,122	SH		SOLE		14,122	0	0
OWENS & MINOR INC NEW	COM	690732102	1,443,594	75,819	SH		SOLE		75,819	0	0
OXFORD INDS INC	COM	691497309	1,858,760	18,886	SH		SOLE		18,886	0	0
PACIFIC PREMIER BANCORP	COM	69478X105	348,334	16,844	SH		SOLE		16,844	0	0
PACKAGING CORP AMER	COM	695156109	1,753,895	13,271	SH		SOLE		13,271	0	0
PALANTIR TECHNOLOGIES INC	CL A	69608A108	6,045,232	394,340	SH		SOLE		394,340	0	0
PAYCHEX INC	COM	704326107	39,200,702	350,413	SH		SOLE		350,413	0	0
PAYLOCITY HLDG CORP	COM	70438V106	5,204,484	28,204	SH		SOLE		28,204	0	0
PAYPAL HLDGS INC	COM	70450Y103	77,156,896	1,156,255	SH		SOLE		1,156,255	0	0
PBF ENERGY INC	CL A	69318G106	3,568,494	87,164	SH		SOLE		87,164	0	0
PDD HOLDINGS INC	SPONSORED ADS	722304102	15,369,407	222,294	SH		SOLE		222,294	0	0
PEABODY ENERGY CORP	COM	704551100	698,362	32,242	SH		SOLE		32,242	0	0
PELOTON INTERACTIVE INC	CL A COM	70614W100	5,295,157	688,577	SH		SOLE		688,577	0	0
PENTAIR PLC	SHS	G7S00T104	19,310,749	298,928	SH		SOLE		298,928	0	0
PETCO HEALTH & WELLNESS CO I	COM	71601V105	1,536,630	172,655	SH		SOLE		172,655	0	0
PFIZER INC	COM	717081103	233,321	6,361	SH		SOLE		6,361	0	0
PILGRIMS PRIDE CORP	COM	72147K108	4,248,036	197,675	SH		SOLE		197,675	0	0
PLANET FITNESS INC	CL A	72703H101	2,121,123	31,452	SH		SOLE		31,452	0	0
POPULAR INC	COM NEW	733174700	653,858	10,804	SH		SOLE		10,804	0	0
PORTLAND GEN ELEC CO	COM NEW	736508847	7,669,068	163,764	SH		SOLE		163,764	0	0
PPG INDS INC	COM	693506107	45,105,297	304,149	SH		SOLE		304,149	0	0
PREMIER INC	CL A	74051N102	2,785,943	100,721	SH		SOLE		100,721	0	0
PROGRESS SOFTWARE CORP	COM	743312100	746,817	12,854	SH		SOLE		12,854	0	0
PROGRESSIVE CORP	COM	743315103	33,223,811	250,992	SH		SOLE		250,992	0	0
PROGYNY INC	COM	74340E103	2,777,797	70,610	SH		SOLE		70,610	0	0
PROLOGIS INC.	COM	74340W103	5,706,587	46,535	SH		SOLE		46,535	0	0
PTC THERAPEUTICS INC	COM	69366J200	1,594,996	39,218	SH		SOLE		39,218	0	0
PULMONX CORP	COM	745848101	422,771	32,248	SH		SOLE		32,248	0	0
PURE STORAGE INC	CL A	74624M102	19,684,230	534,607	SH		SOLE		534,607	0	0
PVH CORPORATION	COM	693656100	11,335,168	133,402	SH		SOLE		133,402	0	0
QORVO INC	COM	74736K101	4,228,735	41,446	SH		SOLE		41,446	0	0
QUAKER HOUGHTON	COM	747316107	1,144,063	5,870	SH		SOLE		5,870	0	0
QURATE RETAIL INC	COM SER A	74915M100	529,871	535,331	SH		SOLE		535,331	0	0
RADIAN GROUP INC	COM	750236101	2,464,623	97,493	SH		SOLE		97,493	0	0
RAMBUS INC DEL	COM	750917106	2,916,270	45,446	SH		SOLE		45,446	0	0
RBC BEARINGS INC	COM	75524B104	3,942,949	18,131	SH		SOLE		18,131	0	0
RED ROCK RESORTS INC	CL A	75700L108	2,531,079	54,106	SH		SOLE		54,106	0	0
REGENERON PHARMACEUTICALS	COM	75886F107	14,800,487	20,598	SH		SOLE		20,598	0	0
REINSURANCE GRP OF AMERICA I	COM NEW	759351604	11,006,854	79,363	SH		SOLE		79,363	0	0
REPLIGEN CORP	COM	759916109	1,576,430	11,144	SH		SOLE		11,144	0	0
RESMED INC	COM	761152107	23,941,701	109,573	SH		SOLE		109,573	0	0
REVANCE THERAPEUTICS INC	COM	761330109	4,332,211	171,166	SH		SOLE		171,166	0	0
REVOLVE GROUP INC	CL A	76156B107	1,268,753	77,363	SH		SOLE		77,363	0	0
REXFORD INDL RLTY INC	COM	76169C100	5,908,484	113,146	SH		SOLE		113,146	0	0
RINGCENTRAL INC	CL A	76680R206	2,650,770	80,989	SH		SOLE		80,989	0	0
RLI CORP	COM	749607107	228,178	1,672	SH		SOLE		1,672	0	0
ROBINHOOD MKTS INC	COM CL A	770700102	254,290	25,480	SH		SOLE		25,480	0	0
ROCKET COS INC	COM CL A	77311W101	342,326	38,206	SH		SOLE		38,206	0	0
ROKU INC	COM CL A	77543R102	2,938,258	45,939	SH		SOLE		45,939	0	0
ROSS STORES INC	COM	778296103	24,260,783	216,363	SH		SOLE		216,363	0	0
ROVER GROUP INC	COM CL A	77936F103	85,213	17,355	SH		SOLE		17,355	0	0
ROYALTY PHARMA PLC	SHS CLASS A	G7709Q104	12,594,455	409,709	SH		SOLE		409,709	0	0
RYMAN HOSPITALITY PPTYS INC	COM	78377T107	1,335,911	14,377	SH		SOLE		14,377	0	0
SAGE THERAPEUTICS INC	COM	78667J108	4,486,507	95,417	SH		SOLE		95,417	0	0
SAMSARA INC	COM CL A	79589L106	3,408,746	123,015	SH		SOLE		123,015	0	0
SAREPTA THERAPEUTICS INC	COM	803607100	9,528,179	83,201	SH		SOLE		83,201	0	0
SBA COMMUNICATIONS CORP NEW	CL A	78410G104	2,918,090	12,591	SH		SOLE		12,591	0	0
SCHLUMBERGER LTD	COM STK	806857108	28,219,145	574,494	SH		SOLE		574,494	0	0
SCHNEIDER NATIONAL INC	CL B	80689H102	1,099,488	38,283	SH		SOLE		38,283	0	0
SCOTTS MIRACLE-GRO CO	CL A	810186106	7,653,133	122,079	SH		SOLE		122,079	0	0
SEA LTD	SPONSORD ADS	81141R100	26,347,084	453,947	SH		SOLE		453,947	0	0
SEALED AIR CORP NEW	COM	81211K100	11,316,200	282,905	SH		SOLE		282,905	0	0
SEAWORLD ENTMT INC	COM	81282V100	4,034,792	72,037	SH		SOLE		72,037	0	0
SENSATA TECHNOLOGIES HLDG PL	SHS	G8060N102	11,407,574	253,558	SH		SOLE		253,558	0	0
SHERWIN WILLIAMS CO	COM	824348106	37,531,518	141,351	SH		SOLE		141,351	0	0
SHOALS TECHNOLOGIES GROUP IN	CL A	82489W107	376,192	14,718	SH		SOLE		14,718	0	0
SHOCKWAVE MED INC	COM	82489T104	4,188,106	14,674	SH		SOLE		14,674	0	0
SHOPIFY INC	CL A	82509L107	7,706,263	119,292	SH		SOLE		119,292	0	0
SHUTTERSTOCK INC	COM	825690100	4,292,840	88,203	SH		SOLE		88,203	0	0
SI-BONE INC	COM	825704109	591,294	21,916	SH		SOLE		21,916	0	0
SIGNET JEWELERS LIMITED	SHS	G81276100	2,453,254	37,592	SH		SOLE		37,592	0	0
SILGAN HLDGS INC	COM	827048109	4,654,161	99,257	SH		SOLE		99,257	0	0
SIMPLY GOOD FOODS CO	COM	82900L102	1,389,505	37,975	SH		SOLE		37,975	0	0
SITEONE LANDSCAPE SUPPLY INC	COM	82982L103	2,156,601	12,886	SH		SOLE		12,886	0	0
SITIO ROYALTIES CORP	CLASS A COM	82983N108	3,282,988	124,971	SH		SOLE		124,971	0	0
SKECHERS U S A INC	CL A	830566105	20,292,636	385,352	SH		SOLE		385,352	0	0
SLEEP NUMBER CORP	COM	83125X103	670,952	24,595	SH		SOLE		24,595	0	0
SLM CORP	COM	78442P106	1,336,510	81,894	SH		SOLE		81,894	0	0
SMILEDIRECTCLUB INC	CL A COM	83192H106	51,135	96,482	SH		SOLE		96,482	0	0
SMITH A O CORP	COM	831865209	223,653	3,073	SH		SOLE		3,073	0	0
SOLAREDGE TECHNOLOGIES INC	COM	83417M104	26,848,500	99,790	SH		SOLE		99,790	0	0
SONOCO PRODS CO	COM	835495102	1,066,432	18,069	SH		SOLE		18,069	0	0
SOUTHERN CO	COM	842587107	4,072,182	57,967	SH		SOLE		57,967	0	0
SOUTHSTATE CORPORATION	COM	840441109	3,117,933	47,385	SH		SOLE		47,385	0	0
SOUTHWEST AIRLS CO	COM	844741108	215,631	5,955	SH		SOLE		5,955	0	0
SPROUT SOCIAL INC	COM CL A	85209W109	490,865	10,634	SH		SOLE		10,634	0	0
STAG INDL INC	COM	85254J102	3,742,140	104,296	SH		SOLE		104,296	0	0
STARBUCKS CORP	COM	855244109	30,169,020	304,553	SH		SOLE		304,553	0	0
STIFEL FINL CORP	COM	860630102	1,543,186	25,862	SH		SOLE		25,862	0	0
STRIDE INC	COM	86333M108	3,461,794	92,984	SH		SOLE		92,984	0	0
SUN CMNTYS INC	COM	866674104	865,733	6,636	SH		SOLE		6,636	0	0
SUNSTONE HOTEL INVS INC NEW	COM	867892101	1,190,669	117,655	SH		SOLE		117,655	0	0
SYLVAMO CORP	COMMON STOCK	871332102	2,986,949	73,843	SH		SOLE		73,843	0	0
SYNDAX PHARMACEUTICALS INC	COM	87164F105	3,143,602	150,196	SH		SOLE		150,196	0	0
SYNOPSYS INC	COM	871607107	46,931,538	107,787	SH		SOLE		107,787	0	0
TANDEM DIABETES CARE INC	COM NEW	875372203	1,189,429	48,469	SH		SOLE		48,469	0	0
TAPESTRY INC	COM	876030107	19,653,846	459,202	SH		SOLE		459,202	0	0
TELADOC HEALTH INC	COM	87918A105	6,918,766	273,253	SH		SOLE		273,253	0	0
TELEDYNE TECHNOLOGIES INC	COM	879360105	14,724,316	35,816	SH		SOLE		35,816	0	0
TENCENT MUSIC ENTMT GROUP	SPON ADS	88034P109	3,316,875	449,441	SH		SOLE		449,441	0	0
TERRENO RLTY CORP	COM	88146M101	946,575	15,750	SH		SOLE		15,750	0	0
TEVA PHARMACEUTICAL INDS LTD	SPONSORED ADS	881624209	2,717,148	360,843	SH		SOLE		360,843	0	0
TEXAS INSTRS INC	COM	882508104	4,375,206	24,304	SH		SOLE		24,304	0	0
THE BEAUTY HEALTH COMPANY	COM CL A	88331L108	1,928,959	230,461	SH		SOLE		230,461	0	0
THERMO FISHER SCIENTIFIC INC	COM	883556102	55,522,548	106,416	SH		SOLE		106,416	0	0
THOR INDS INC	COM	885160101	3,742,146	36,156	SH		SOLE		36,156	0	0
TILRAY BRANDS INC	COM	88688T100	1,280,270	820,686	SH		SOLE		820,686	0	0
T-MOBILE US INC	COM	872590104	47,845,216	344,458	SH		SOLE		344,458	0	0
TRACTOR SUPPLY CO	COM	892356106	16,326,908	73,844	SH		SOLE		73,844	0	0
TRADEWEB MKTS INC	CL A	892672106	14,329,508	209,251	SH		SOLE		209,251	0	0
TRANSUNION	COM	89400J107	11,088,473	141,561	SH		SOLE		141,561	0	0
TRAVELERS COMPANIES INC	COM	89417E109	2,349,099	13,527	SH		SOLE		13,527	0	0
TRAVERE THERAPEUTICS INC	COM	89422G107	2,639,555	171,846	SH		SOLE		171,846	0	0
TRINET GROUP INC	COM	896288107	3,684,171	38,793	SH		SOLE		38,793	0	0
TRIP COM GROUP LTD	ADS	89677Q107	4,558,610	130,246	SH		SOLE		130,246	0	0
TRIPADVISOR INC	COM	896945201	5,091,073	308,737	SH		SOLE		308,737	0	0
TRONOX HOLDINGS PLC	SHS	G9087Q102	2,302,022	181,119	SH		SOLE		181,119	0	0
TRUPANION INC	COM	898202106	4,111,014	208,893	SH		SOLE		208,893	0	0
U HAUL HOLDING COMPANY	COM SER N	023586506	3,440,240	67,895	SH		SOLE		67,895	0	0
UDR INC	COM	902653104	3,453,683	80,393	SH		SOLE		80,393	0	0
UGI CORP NEW	COM	902681105	9,551,533	354,154	SH		SOLE		354,154	0	0
ULTA BEAUTY INC	COM	90384S303	27,555,220	58,554	SH		SOLE		58,554	0	0
UNDER ARMOUR INC	CL A	904311107	8,322,465	1,152,696	SH		SOLE		1,152,696	0	0
UNDER ARMOUR INC	CL C	904311206	3,563,392	531,057	SH		SOLE		531,057	0	0
UNION PAC CORP	COM	907818108	7,055,707	34,482	SH		SOLE		34,482	0	0
UNITED AIRLS HLDGS INC	COM	910047109	4,320,519	78,741	SH		SOLE		78,741	0	0
UNITED PARCEL SERVICE INC	CL B	911312106	22,844,696	127,446	SH		SOLE		127,446	0	0
UNITED STATES STL CORP NEW	COM	912909108	253,201	10,124	SH		SOLE		10,124	0	0
UNIVERSAL DISPLAY CORP	COM	91347P105	2,869,196	19,907	SH		SOLE		19,907	0	0
UPWORK INC	COM	91688F104	1,956,487	209,474	SH		SOLE		209,474	0	0
V F CORP	COM	918204108	248,533	13,019	SH		SOLE		13,019	0	0
VALMONT INDS INC	COM	920253101	3,040,890	10,448	SH		SOLE		10,448	0	0
VARONIS SYS INC	COM	922280102	4,876,923	182,999	SH		SOLE		182,999	0	0
VEEVA SYS INC	CL A COM	922475108	28,822,509	145,767	SH		SOLE		145,767	0	0
VENTAS INC	COM	92276F100	2,923,744	61,852	SH		SOLE		61,852	0	0
VERACYTE INC	COM	92337F107	515,691	20,247	SH		SOLE		20,247	0	0
VERINT SYS INC	COM	92343X100	3,459,861	98,684	SH		SOLE		98,684	0	0
VERISIGN INC	COM	92343E102	29,657,659	131,246	SH		SOLE		131,246	0	0
VERISK ANALYTICS INC	COM	92345Y106	1,453,825	6,432	SH		SOLE		6,432	0	0
VERRA MOBILITY CORP	CL A COM STK	92511U102	1,739,698	88,220	SH		SOLE		88,220	0	0
VIATRIS INC	COM	92556V106	1,535,673	153,875	SH		SOLE		153,875	0	0
VICI PPTYS INC	COM	925652109	5,780,826	183,927	SH		SOLE		183,927	0	0
VICTORIAS SECRET AND CO	COMMON STOCK	926400102	416,612	23,902	SH		SOLE		23,902	0	0
VIRTU FINL INC	CL A	928254101	1,728,654	101,150	SH		SOLE		101,150	0	0
VISTEON CORP	COM NEW	92839U206	6,331,909	44,091	SH		SOLE		44,091	0	0
VONTIER CORPORATION	COM	928881101	1,901,002	59,019	SH		SOLE		59,019	0	0
VOYA FINANCIAL INC	COM	929089100	9,004,410	125,567	SH		SOLE		125,567	0	0
WALGREENS BOOTS ALLIANCE INC	COM	931427108	13,155,656	461,764	SH		SOLE		461,764	0	0
WARBY PARKER INC	CL A COM	93403J106	1,430,388	122,360	SH		SOLE		122,360	0	0
WARNER MUSIC GROUP CORP	COM CL A	934550203	5,030,439	192,811	SH		SOLE		192,811	0	0
WASTE CONNECTIONS INC	COM	94106B101	15,804,628	110,576	SH		SOLE		110,576	0	0
WAYFAIR INC	CL A	94419L101	939,264	14,448	SH		SOLE		14,448	0	0
WESTERN ALLIANCE BANCORP	COM	957638109	10,134,138	277,876	SH		SOLE		277,876	0	0
WESTERN DIGITAL CORP.	COM	958102105	17,279,505	455,563	SH		SOLE		455,563	0	0
WESTERN UN CO	COM	959802109	4,537,446	386,824	SH		SOLE		386,824	0	0
WESTROCK CO	COM	96145D105	1,466,523	50,448	SH		SOLE		50,448	0	0
WEYERHAEUSER CO MTN BE	COM NEW	962166104	5,362,304	160,021	SH		SOLE		160,021	0	0
WILLSCOT MOBIL MINI HLDNG CO	COM CL A	971378104	7,744,991	162,063	SH		SOLE		162,063	0	0
WINNEBAGO INDS INC	COM	974637100	2,365,828	35,475	SH		SOLE		35,475	0	0
WIX COM LTD	SHS	M98068105	4,452,560	56,909	SH		SOLE		56,909	0	0
WP CAREY INC	COM	92936U109	798,897	11,825	SH		SOLE		11,825	0	0
WW INTL INC	COM	98262P101	316,714	47,130	SH		SOLE		47,130	0	0
WYNN RESORTS LTD	COM	983134107	3,991,108	37,791	SH		SOLE		37,791	0	0
XCEL ENERGY INC	COM	98389B100	10,752,426	172,952	SH		SOLE		172,952	0	0
XOMETRY INC	CLASS A COM	98423F109	415,128	19,600	SH		SOLE		19,600	0	0
XYLEM INC	COM	98419M100	30,224,393	268,375	SH		SOLE		268,375	0	0
YANDEX N V	SHS CLASS A	N97284108	0	136,515	SH		SOLE		136,515	0	0
YUM CHINA HLDGS INC	COM	98850P109	9,834,277	174,058	SH		SOLE		174,058	0	0
ZILLOW GROUP INC	CL C CAP STK	98954M200	14,631,138	291,109	SH		SOLE		291,109	0	0
ZIONS BANCORPORATION N A	COM	989701107	211,012	7,856	SH		SOLE		7,856	0	0
ZOETIS INC	CL A	98978V103	47,642,930	276,656	SH		SOLE		276,656	0	0
ZOOM VIDEO COMMUNICATIONS IN	CL A	98980L101	7,281,895	107,276	SH		SOLE		107,276	0	0
ZOOMINFO TECHNOLOGIES INC	COMMON STOCK	98980F104	8,203,027	323,081	SH		SOLE		323,081	0	0
ZTO EXPRESS CAYMAN INC	SPONSORED ADS A	98980A105	4,169,099	166,232	SH		SOLE		166,232	0	0
ZUMIEZ INC	COM	989817101	678,445	40,723	SH		SOLE		40,723	0	0