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
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
3M CO	COM	88579Y101	1,397,366	13,174	SH		SOLE		13,174	0	0
AAR CORP	COM	000361105	1,818,910	30,381	SH		SOLE		30,381	0	0
ABBOTT LABS	COM	002824100	40,086,973	352,692	SH		SOLE		352,692	0	0
ABBVIE INC	COM	00287Y109	31,519,325	173,088	SH		SOLE		173,088	0	0
ACADIA HEALTHCARE COMPANY IN	COM	00404A109	7,701,689	97,219	SH		SOLE		97,219	0	0
ACADIA PHARMACEUTICALS INC	COM	004225108	2,634,751	142,496	SH		SOLE		142,496	0	0
ACCENTURE PLC IRELAND	SHS CLASS A	G1151C101	60,667,842	175,032	SH		SOLE		175,032	0	0
ADIENT PLC	ORD SHS	G0084W101	2,761,363	83,881	SH		SOLE		83,881	0	0
ADT INC DEL	COM	00090Q103	2,597,172	386,484	SH		SOLE		386,484	0	0
ADVANCED ENERGY INDS	COM	007973100	1,135,955	11,139	SH		SOLE		11,139	0	0
AERCAP HOLDINGS NV	SHS	N00985106	258,818	2,978	SH		SOLE		2,978	0	0
AES CORP	COM	00130H105	2,771,386	154,567	SH		SOLE		154,567	0	0
AFFIRM HLDGS INC	COM CL A	00827B106	12,690,607	340,596	SH		SOLE		340,596	0	0
AGILON HEALTH INC	COM	00857U107	5,493,337	900,547	SH		SOLE		900,547	0	0
AIRBNB INC	COM CL A	009066101	4,256,958	25,806	SH		SOLE		25,806	0	0
AKAMAI TECHNOLOGIES INC	COM	00971T101	2,155,841	19,822	SH		SOLE		19,822	0	0
AKERO THERAPEUTICS INC	COM	00973Y108	2,500,285	98,982	SH		SOLE		98,982	0	0
ALARM COM HLDGS INC	COM	011642105	836,956	11,549	SH		SOLE		11,549	0	0
ALBEMARLE CORP	COM	012653101	31,708,237	240,688	SH		SOLE		240,688	0	0
ALCOA CORP	COM	013872106	10,882,137	322,052	SH		SOLE		322,052	0	0
ALCON AG	ORD SHS	H01301128	7,183,096	86,242	SH		SOLE		86,242	0	0
ALIGHT INC	COM CL A	01626W101	677,079	68,739	SH		SOLE		68,739	0	0
ALLEGION PLC	ORD SHS	G0176J109	286,393	2,126	SH		SOLE		2,126	0	0
ALLEGRO MICROSYSTEMS INC	COM	01749D105	9,495,662	352,213	SH		SOLE		352,213	0	0
ALLETE INC	COM NEW	018522300	592,046	9,927	SH		SOLE		9,927	0	0
ALLSTATE CORP	COM	020002101	9,668,318	55,883	SH		SOLE		55,883	0	0
AMAZON COM INC	COM	023135106	14,494,615	80,356	SH		SOLE		80,356	0	0
AMBARELLA INC	SHS	G037AX101	3,256,642	64,145	SH		SOLE		64,145	0	0
AMC ENTMT HLDGS INC	CL A NEW	00165C302	1,276,481	343,140	SH		SOLE		343,140	0	0
AMCOR PLC	ORD	G0250X107	931,248	97,923	SH		SOLE		97,923	0	0
AMERICAN EAGLE OUTFITTERS IN	COM	02553E106	11,904,483	461,593	SH		SOLE		461,593	0	0
AMERICAN TOWER CORP NEW	COM	03027X100	8,371,098	42,366	SH		SOLE		42,366	0	0
AMERICAN WTR WKS CO INC NEW	COM	030420103	12,009,332	98,268	SH		SOLE		98,268	0	0
AMETEK INC	COM	031100100	17,547,243	95,939	SH		SOLE		95,939	0	0
AMKOR TECHNOLOGY INC	COM	031652100	427,857	13,271	SH		SOLE		13,271	0	0
AMPHASTAR PHARMACEUTICALS IN	COM	03209R103	5,140,500	117,069	SH		SOLE		117,069	0	0
AMPLITUDE INC	COM CL A	03213A104	509,412	46,821	SH		SOLE		46,821	0	0
AMYLYX PHARMACEUTICALS INC	COM	03237H101	95,435	33,604	SH		SOLE		33,604	0	0
ANTERO RESOURCES CORP	COM	03674X106	342,925	11,825	SH		SOLE		11,825	0	0
APA CORPORATION	COM	03743Q108	9,520,510	276,920	SH		SOLE		276,920	0	0
APOLLO GLOBAL MGMT INC	COM	03769M106	10,556,019	93,873	SH		SOLE		93,873	0	0
APPFOLIO INC	COM CL A	03783C100	3,416,115	13,845	SH		SOLE		13,845	0	0
APPLE INC	COM	037833100	61,183,035	356,794	SH		SOLE		356,794	0	0
APPLIED MATLS INC	COM	038222105	701,801	3,403	SH		SOLE		3,403	0	0
APPLOVIN CORP	COM CL A	03831W108	1,161,166	16,775	SH		SOLE		16,775	0	0
APTARGROUP INC	COM	038336103	1,199,611	8,337	SH		SOLE		8,337	0	0
APTIV PLC	SHS	G6095L109	30,516,066	383,127	SH		SOLE		383,127	0	0
AQUESTIVE THERAPEUTICS INC	COM	03843E104	53,557	12,572	SH		SOLE		12,572	0	0
ARCELLX INC	COMMON STOCK	03940C100	2,117,380	30,444	SH		SOLE		30,444	0	0
ARCH CAP GROUP LTD	ORD	G0450A105	448,242	4,849	SH		SOLE		4,849	0	0
ARES MANAGEMENT CORPORATION	CL A COM STK	03990B101	27,223,267	204,717	SH		SOLE		204,717	0	0
ARVINAS INC	COM	04335A105	3,073,007	74,443	SH		SOLE		74,443	0	0
ASSOCIATED BANC CORP	COM	045487105	217,767	10,124	SH		SOLE		10,124	0	0
ASSURED GUARANTY LTD	COM	G0585R106	2,033,361	23,305	SH		SOLE		23,305	0	0
ATLASSIAN CORPORATION	CL A	049468101	58,743,329	301,078	SH		SOLE		301,078	0	0
ATRICURE INC	COM	04963C209	429,591	14,122	SH		SOLE		14,122	0	0
AUTOMATIC DATA PROCESSING IN	COM	053015103	47,519,778	190,277	SH		SOLE		190,277	0	0
AXIS CAP HLDGS LTD	SHS	G0692U109	974,780	14,992	SH		SOLE		14,992	0	0
AZEK CO INC	CL A	05478C105	12,105,631	241,052	SH		SOLE		241,052	0	0
AZENTA INC	COM	114340102	994,861	16,504	SH		SOLE		16,504	0	0
BAKER HUGHES COMPANY	CL A	05722G100	35,162,404	1,049,624	SH		SOLE		1,049,624	0	0
BANCORP INC DEL	COM	05969A105	2,789,594	83,371	SH		SOLE		83,371	0	0
BANK HAWAII CORP	COM	062540109	1,765,762	28,302	SH		SOLE		28,302	0	0
BANK NEW YORK MELLON CORP	COM	064058100	5,597,956	97,153	SH		SOLE		97,153	0	0
BATH & BODY WORKS INC	COM	070830104	4,011,854	80,205	SH		SOLE		80,205	0	0
BAXTER INTL INC	COM	071813109	4,626,562	108,249	SH		SOLE		108,249	0	0
BEAM THERAPEUTICS INC	COM	07373V105	1,144,539	34,641	SH		SOLE		34,641	0	0
BECTON DICKINSON & CO	COM	075887109	8,545,438	34,534	SH		SOLE		34,534	0	0
BELLRING BRANDS INC	COMMON STOCK	07831C103	2,337,411	39,597	SH		SOLE		39,597	0	0
BERRY GLOBAL GROUP INC	COM	08579W103	5,700,845	94,260	SH		SOLE		94,260	0	0
BIOGEN INC	COM	09062X103	22,048,383	102,251	SH		SOLE		102,251	0	0
BIOHAVEN LTD	COM	G1110E107	747,558	13,669	SH		SOLE		13,669	0	0
BIO-TECHNE CORP	COM	09073M104	6,017,360	85,486	SH		SOLE		85,486	0	0
BOOKING HOLDINGS INC	COM	09857L108	5,100,799	1,406	SH		SOLE		1,406	0	0
BOOT BARN HLDGS INC	COM	099406100	2,168,944	22,795	SH		SOLE		22,795	0	0
BOOZ ALLEN HAMILTON HLDG COR	CL A	099502106	6,440,366	43,387	SH		SOLE		43,387	0	0
BORGWARNER INC	COM	099724106	4,041,756	116,343	SH		SOLE		116,343	0	0
BRAZE INC	COM CL A	10576N102	1,522,547	34,369	SH		SOLE		34,369	0	0
BRINKER INTL INC	COM	109641100	994,743	20,023	SH		SOLE		20,023	0	0
BROADRIDGE FINL SOLUTIONS IN	COM	11133T103	226,575	1,106	SH		SOLE		1,106	0	0
BROWN FORMAN CORP	CL B	115637209	9,147,374	177,206	SH		SOLE		177,206	0	0
BUCKLE INC	COM	118440106	1,555,348	38,623	SH		SOLE		38,623	0	0
BURLINGTON STORES INC	COM	122017106	13,067,421	56,279	SH		SOLE		56,279	0	0
BWX TECHNOLOGIES INC	COM	05605H100	3,501,702	34,123	SH		SOLE		34,123	0	0
CABLE ONE INC	COM	12685J105	1,692,520	4,000	SH		SOLE		4,000	0	0
CADENCE DESIGN SYSTEM INC	COM	127387108	3,564,156	11,450	SH		SOLE		11,450	0	0
CAL MAINE FOODS INC	COM NEW	128030202	360,456	6,125	SH		SOLE		6,125	0	0
CALERES INC	COM	129500104	418,875	10,209	SH		SOLE		10,209	0	0
CALIFORNIA RES CORP	COM STOCK	13057Q305	7,328,135	132,997	SH		SOLE		132,997	0	0
CARGURUS INC	COM CL A	141788109	369,142	15,994	SH		SOLE		15,994	0	0
CARLYLE GROUP INC	COM	14316J108	3,527,820	75,204	SH		SOLE		75,204	0	0
CARNIVAL CORP	UNIT 99/99/9999	143658300	1,730,651	105,915	SH		SOLE		105,915	0	0
CARRIER GLOBAL CORPORATION	COM	14448C104	12,724,134	218,891	SH		SOLE		218,891	0	0
CARVANA CO	CL A	146869102	14,037,645	159,682	SH		SOLE		159,682	0	0
CATHAY GEN BANCORP	COM	149150104	1,340,203	35,427	SH		SOLE		35,427	0	0
CAVCO INDS INC DEL	COM	149568107	509,201	1,276	SH		SOLE		1,276	0	0
CBOE GLOBAL MKTS INC	COM	12503M108	17,599,864	95,792	SH		SOLE		95,792	0	0
CELLDEX THERAPEUTICS INC NEW	COM NEW	15117B202	778,376	18,546	SH		SOLE		18,546	0	0
CELSIUS HLDGS INC	COM NEW	15118V207	10,436,809	125,866	SH		SOLE		125,866	0	0
CENTENE CORP DEL	COM	15135B101	9,200,210	117,230	SH		SOLE		117,230	0	0
CENTERPOINT ENERGY INC	COM	15189T107	7,617,742	267,383	SH		SOLE		267,383	0	0
CENTURY CMNTYS INC	COM	156504300	2,068,767	21,438	SH		SOLE		21,438	0	0
CHEGG INC	COM	163092109	2,587,615	341,825	SH		SOLE		341,825	0	0
CHEVRON CORP NEW	COM	166764100	19,096,004	121,060	SH		SOLE		121,060	0	0
CHUBB LIMITED	COM	H1467J104	32,435,043	125,169	SH		SOLE		125,169	0	0
CHURCHILL DOWNS INC	COM	171484108	3,988,339	32,229	SH		SOLE		32,229	0	0
CHUYS HLDGS INC	COM	171604101	427,325	12,669	SH		SOLE		12,669	0	0
CIMPRESS PLC	SHS EURO	G2143T103	464,058	5,243	SH		SOLE		5,243	0	0
CINEMARK HLDGS INC	COM	17243V102	2,501,047	139,179	SH		SOLE		139,179	0	0
CIPHER MINING INC	COM	17253J106	55,203	10,719	SH		SOLE		10,719	0	0
CITIZENS FINL GROUP INC	COM	174610105	19,474,557	536,637	SH		SOLE		536,637	0	0
CME GROUP INC	COM	12572Q105	10,183,217	47,300	SH		SOLE		47,300	0	0
CNO FINL GROUP INC	COM	12621E103	1,229,675	44,748	SH		SOLE		44,748	0	0
COGNIZANT TECHNOLOGY SOLUTIO	CL A	192446102	13,274,212	181,119	SH		SOLE		181,119	0	0
COHERENT CORP	COM	19247G107	8,715,459	143,772	SH		SOLE		143,772	0	0
COLUMBIA SPORTSWEAR CO	COM	198516106	1,582,604	19,495	SH		SOLE		19,495	0	0
CONCENTRIX CORP	COM	20602D101	4,949,018	74,736	SH		SOLE		74,736	0	0
CONMED CORP	COM	207410101	3,556,193	44,408	SH		SOLE		44,408	0	0
CONOCOPHILLIPS	COM	20825C104	36,100,681	283,632	SH		SOLE		283,632	0	0
CONSOL ENERGY INC NEW	COM	20854L108	4,389,443	52,405	SH		SOLE		52,405	0	0
CONSOLIDATED EDISON INC	COM	209115104	433,255	4,771	SH		SOLE		4,771	0	0
CORTEVA INC	COM	22052L104	34,630,201	600,489	SH		SOLE		600,489	0	0
COUPANG INC	CL A	22266T109	23,736,396	1,334,255	SH		SOLE		1,334,255	0	0
COUSINS PPTYS INC	COM NEW	222795502	464,236	19,311	SH		SOLE		19,311	0	0
CRACKER BARREL OLD CTRY STOR	COM	22410J106	3,925,747	53,977	SH		SOLE		53,977	0	0
CREDIT ACCEP CORP MICH	COM	225310101	1,774,336	3,217	SH		SOLE		3,217	0	0
CREDO TECHNOLOGY GROUP HOLDI	ORDINARY SHARES	G25457105	1,568,335	74,013	SH		SOLE		74,013	0	0
CRH PLC	ORD	G25508105	257,227	2,982	SH		SOLE		2,982	0	0
CROWDSTRIKE HLDGS INC	CL A	22788C105	56,728,401	176,950	SH		SOLE		176,950	0	0
CROWN CASTLE INC	COM	22822V101	5,608,990	53,000	SH		SOLE		53,000	0	0
CROWN HLDGS INC	COM	228368106	11,461,472	144,606	SH		SOLE		144,606	0	0
CSG SYS INTL INC	COM	126349109	3,042,870	59,039	SH		SOLE		59,039	0	0
CSW INDUSTRIALS INC	COM	126402106	1,436,925	6,125	SH		SOLE		6,125	0	0
CSX CORP	COM	126408103	60,665,055	1,636,500	SH		SOLE		1,636,500	0	0
CUSHMAN WAKEFIELD PLC	SHS	G2717B108	749,731	71,676	SH		SOLE		71,676	0	0
CVR ENERGY INC	COM	12662P108	1,014,634	28,453	SH		SOLE		28,453	0	0
DANAHER CORPORATION	COM	235851102	13,511,350	54,106	SH		SOLE		54,106	0	0
DATADOG INC	CL A COM	23804L103	4,535,008	36,691	SH		SOLE		36,691	0	0
DAVE & BUSTERS ENTMT INC	COM	238337109	242,575	3,875	SH		SOLE		3,875	0	0
DAYFORCE INC	COM	15677J108	8,356,695	126,215	SH		SOLE		126,215	0	0
DELL TECHNOLOGIES INC	CL C	24703L202	23,412,063	205,171	SH		SOLE		205,171	0	0
DENALI THERAPEUTICS INC	COM	24823R105	3,639,509	177,364	SH		SOLE		177,364	0	0
DENTSPLY SIRONA INC	COM	24906P109	10,195,868	307,197	SH		SOLE		307,197	0	0
DESIGNER BRANDS INC	CL A	250565108	1,740,668	159,256	SH		SOLE		159,256	0	0
DIGITALBRIDGE GROUP INC	CL A NEW	25401T603	1,493,444	77,501	SH		SOLE		77,501	0	0
DIGITALOCEAN HLDGS INC	COM	25402D102	3,134,273	82,092	SH		SOLE		82,092	0	0
DOLLAR GEN CORP NEW	COM	256677105	3,465,156	22,204	SH		SOLE		22,204	0	0
DOLLAR TREE INC	COM	256746108	6,741,518	50,631	SH		SOLE		50,631	0	0
DOORDASH INC	CL A	25809K105	17,553,240	127,456	SH		SOLE		127,456	0	0
DORIAN LPG LTD	SHS USD	Y2106R110	965,192	25,096	SH		SOLE		25,096	0	0
DOVER CORP	COM	260003108	5,380,552	30,366	SH		SOLE		30,366	0	0
DOW INC	COM	260557103	1,527,730	26,372	SH		SOLE		26,372	0	0
DOXIMITY INC	CL A	26622P107	3,173,335	117,924	SH		SOLE		117,924	0	0
DRAFTKINGS INC NEW	COM CL A	26142V105	11,645,304	256,448	SH		SOLE		256,448	0	0
DROPBOX INC	CL A	26210C104	2,963,701	121,963	SH		SOLE		121,963	0	0
DTE ENERGY CO	COM	233331107	3,415,336	30,456	SH		SOLE		30,456	0	0
DUN & BRADSTREET HLDGS INC	COM	26484T106	7,196,481	716,781	SH		SOLE		716,781	0	0
DUOLINGO INC	CL A COM	26603R106	3,729,346	16,907	SH		SOLE		16,907	0	0
DUPONT DE NEMOURS INC	COM	26614N102	330,984	4,317	SH		SOLE		4,317	0	0
DUTCH BROS INC	CL A	26701L100	5,668,938	171,786	SH		SOLE		171,786	0	0
DXC TECHNOLOGY CO	COM	23355L106	369,287	17,411	SH		SOLE		17,411	0	0
DYCOM INDS INC	COM	267475101	305,288	2,127	SH		SOLE		2,127	0	0
DYNATRACE INC	COM NEW	268150109	20,383,863	438,929	SH		SOLE		438,929	0	0
DYNAVAX TECHNOLOGIES CORP	COM NEW	268158201	2,275,560	183,365	SH		SOLE		183,365	0	0
E L F BEAUTY INC	COM	26856L103	17,660,735	90,092	SH		SOLE		90,092	0	0
EDISON INTL	COM	281020107	7,699,102	108,852	SH		SOLE		108,852	0	0
ELANCO ANIMAL HEALTH INC	COM	28414H103	6,780,864	416,515	SH		SOLE		416,515	0	0
ELEVANCE HEALTH INC	COM	036752103	793,885	1,531	SH		SOLE		1,531	0	0
ELI LILLY & CO	COM	532457108	4,993,725	6,419	SH		SOLE		6,419	0	0
ENERGIZER HLDGS INC NEW	COM	29272W109	3,383,628	114,933	SH		SOLE		114,933	0	0
ENERSYS	COM	29275Y102	3,333,966	35,295	SH		SOLE		35,295	0	0
ENOVIX CORPORATION	COM	293594107	2,268,696	283,233	SH		SOLE		283,233	0	0
ENVISTA HOLDINGS CORPORATION	COM	29415F104	1,413,624	66,119	SH		SOLE		66,119	0	0
EPAM SYS INC	COM	29414B104	23,664,150	85,690	SH		SOLE		85,690	0	0
EQUITABLE HLDGS INC	COM	29452E101	680,911	17,914	SH		SOLE		17,914	0	0
EURONET WORLDWIDE INC	COM	298736109	5,150,990	46,857	SH		SOLE		46,857	0	0
EVERGY INC	COM	30034W106	440,492	8,252	SH		SOLE		8,252	0	0
EVERSOURCE ENERGY	COM	30040W108	14,662,657	245,318	SH		SOLE		245,318	0	0
EVOLENT HEALTH INC	CL A	30050B101	677,868	20,673	SH		SOLE		20,673	0	0
EXPEDIA GROUP INC	COM NEW	30212P303	38,847,842	282,017	SH		SOLE		282,017	0	0
EXTREME NETWORKS	COM	30226D106	3,762,017	325,998	SH		SOLE		325,998	0	0
FABRINET	SHS	G3323L100	900,491	4,764	SH		SOLE		4,764	0	0
FACTSET RESH SYS INC	COM	303075105	231,739	510	SH		SOLE		510	0	0
FASTLY INC	CL A	31188V100	2,172,994	167,540	SH		SOLE		167,540	0	0
FEDERAL SIGNAL CORP	COM	313855108	3,716,203	43,787	SH		SOLE		43,787	0	0
FIDELITY NATIONAL FINANCIAL	FNF GROUP COM	31620R303	14,970,430	281,929	SH		SOLE		281,929	0	0
FIGS INC	CL A	30260D103	1,481,774	297,545	SH		SOLE		297,545	0	0
FIRST AMERN FINL CORP	COM	31847R102	3,502,622	57,373	SH		SOLE		57,373	0	0
FIRST HORIZON CORPORATION	COM	320517105	7,556,749	490,698	SH		SOLE		490,698	0	0
FIRST INDL RLTY TR INC	COM	32054K103	2,981,277	56,743	SH		SOLE		56,743	0	0
FIRST INTST BANCSYSTEM INC	COM	32055Y201	1,410,294	51,830	SH		SOLE		51,830	0	0
FIRSTENERGY CORP	COM	337932107	5,200,955	134,670	SH		SOLE		134,670	0	0
FIVE BELOW INC	COM	33829M101	15,089,728	83,194	SH		SOLE		83,194	0	0
FIVERR INTL LTD	ORD SHS	M4R82T106	2,644,285	125,500	SH		SOLE		125,500	0	0
FLOWSERVE CORP	COM	34354P105	974,446	21,332	SH		SOLE		21,332	0	0
FLYWIRE CORPORATION	COM VTG	302492103	5,958,370	240,160	SH		SOLE		240,160	0	0
FORD MTR CO DEL	COM	345370860	1,111,682	83,711	SH		SOLE		83,711	0	0
FORMFACTOR INC	COM	346375108	1,017,047	22,289	SH		SOLE		22,289	0	0
FORTINET INC	COM	34959E109	11,999,949	175,669	SH		SOLE		175,669	0	0
FORTIVE CORP	COM	34959J108	27,770,783	322,841	SH		SOLE		322,841	0	0
FORTUNE BRANDS INNOVATIONS I	COM	34964C106	14,555,535	171,909	SH		SOLE		171,909	0	0
FRANKLIN RESOURCES INC	COM	354613101	4,922,595	175,119	SH		SOLE		175,119	0	0
FRANKLIN STR PPTYS CORP	COM	35471R106	76,821	33,842	SH		SOLE		33,842	0	0
FREEPORT-MCMORAN INC	CL B	35671D857	4,248,116	90,347	SH		SOLE		90,347	0	0
FRESHWORKS INC	CLASS A COM	358054104	6,355,654	349,020	SH		SOLE		349,020	0	0
FTI CONSULTING INC	COM	302941109	1,424,294	6,773	SH		SOLE		6,773	0	0
FUTU HLDGS LTD	SPON ADS CL A	36118L106	2,188,147	40,409	SH		SOLE		40,409	0	0
G III APPAREL GROUP LTD	COM	36237H101	1,902,795	65,591	SH		SOLE		65,591	0	0
GALLAGHER ARTHUR J & CO	COM	363576109	295,797	1,183	SH		SOLE		1,183	0	0
GAP INC	COM	364760108	23,176,382	841,248	SH		SOLE		841,248	0	0
GE HEALTHCARE TECHNOLOGIES I	COMMON STOCK	36266G107	18,747,097	206,216	SH		SOLE		206,216	0	0
GENERAL MTRS CO	COM	37045V100	38,483,919	848,598	SH		SOLE		848,598	0	0
GENESCO INC	COM	371532102	342,745	12,180	SH		SOLE		12,180	0	0
GENPACT LIMITED	SHS	G3922B107	7,955,316	241,436	SH		SOLE		241,436	0	0
GLACIER BANCORP INC NEW	COM	37637Q105	1,196,799	29,712	SH		SOLE		29,712	0	0
GLOBAL PMTS INC	COM	37940X102	43,174,853	323,020	SH		SOLE		323,020	0	0
GLOBANT S A	COM	L44385109	17,734,088	87,836	SH		SOLE		87,836	0	0
GLOBE LIFE INC	COM	37959E102	14,256,140	122,507	SH		SOLE		122,507	0	0
GLOBUS MED INC	CL A	379577208	7,132,404	132,968	SH		SOLE		132,968	0	0
GMS INC	COM	36251C103	5,337,152	54,830	SH		SOLE		54,830	0	0
GOSSAMER BIO INC	COM	38341P102	50,192	42,536	SH		SOLE		42,536	0	0
GRAND CANYON ED INC	COM	38526M106	2,261,767	16,605	SH		SOLE		16,605	0	0
GULFPORT ENERGY CORP	COMMON SHARES	402635502	762,812	4,764	SH		SOLE		4,764	0	0
HAMILTON LANE INC	CL A	407497106	2,469,895	21,904	SH		SOLE		21,904	0	0
HAWAIIAN ELEC INDUSTRIES	COM	419870100	131,352	11,655	SH		SOLE		11,655	0	0
HAYWARD HLDGS INC	COM	421298100	5,280,174	344,884	SH		SOLE		344,884	0	0
HEICO CORP NEW	CL A	422806208	6,786,291	44,084	SH		SOLE		44,084	0	0
HELEN OF TROY LTD	COM	G4388N106	5,394,154	46,808	SH		SOLE		46,808	0	0
HENRY JACK & ASSOC INC	COM	426281101	14,153,957	81,471	SH		SOLE		81,471	0	0
HERCULES CAPITAL INC	COM	427096508	700,325	37,958	SH		SOLE		37,958	0	0
HOLOGIC INC	COM	436440101	1,591,709	20,417	SH		SOLE		20,417	0	0
HOME DEPOT INC	COM	437076102	76,733,810	200,036	SH		SOLE		200,036	0	0
HONEYWELL INTL INC	COM	438516106	33,001,532	160,787	SH		SOLE		160,787	0	0
HOWARD HUGHES HOLDINGS INC	COM	44267T102	3,105,304	42,761	SH		SOLE		42,761	0	0
HUB GROUP INC	CL A	443320106	1,110,711	25,699	SH		SOLE		25,699	0	0
HUMANA INC	COM	444859102	6,727,755	19,404	SH		SOLE		19,404	0	0
HUNTINGTON INGALLS INDS INC	COM	446413106	1,020,436	3,501	SH		SOLE		3,501	0	0
ICU MED INC	COM	44930G107	1,626,220	15,153	SH		SOLE		15,153	0	0
IDEAYA BIOSCIENCES INC	COM	45166A102	4,274,877	97,422	SH		SOLE		97,422	0	0
IDEXX LABS INC	COM	45168D104	55,900,573	103,533	SH		SOLE		103,533	0	0
ILLINOIS TOOL WKS INC	COM	452308109	37,836,677	141,008	SH		SOLE		141,008	0	0
IMMUNOVANT INC	COM	45258J102	239,126	7,401	SH		SOLE		7,401	0	0
INDUSTRIAL LOGISTICS PPTYS T	COM SHS BEN INT	456237106	46,907	10,934	SH		SOLE		10,934	0	0
INGREDION INC	COM	457187102	2,566,377	21,963	SH		SOLE		21,963	0	0
INMODE LTD	SHS	M5425M103	3,877,223	179,418	SH		SOLE		179,418	0	0
INSULET CORP	COM	45784P101	4,635,170	27,043	SH		SOLE		27,043	0	0
INTAPP INC	COM	45827U109	1,417,791	41,335	SH		SOLE		41,335	0	0
INTEGRA LIFESCIENCES HLDGS C	COM NEW	457985208	5,866,479	165,486	SH		SOLE		165,486	0	0
INTERCONTINENTAL EXCHANGE IN	COM	45866F104	52,199,762	379,828	SH		SOLE		379,828	0	0
INTERDIGITAL INC	COM	45867G101	5,144,254	48,321	SH		SOLE		48,321	0	0
INTERNATIONAL GAME TECHNOLOG	SHS USD	G4863A108	4,385,510	194,135	SH		SOLE		194,135	0	0
INTUITIVE SURGICAL INC	COM NEW	46120E602	27,043,935	67,764	SH		SOLE		67,764	0	0
IONIS PHARMACEUTICALS INC	COM	462222100	2,009,879	46,364	SH		SOLE		46,364	0	0
IOVANCE BIOTHERAPEUTICS INC	COM	462260100	297,541	20,077	SH		SOLE		20,077	0	0
IQVIA HLDGS INC	COM	46266C105	24,009,882	94,942	SH		SOLE		94,942	0	0
IRIDIUM COMMUNICATIONS INC	COM	46269C102	2,487,293	95,080	SH		SOLE		95,080	0	0
IRON MTN INC DEL	COM	46284V101	337,684	4,210	SH		SOLE		4,210	0	0
IRONWOOD PHARMACEUTICALS INC	COM CL A	46333X108	895,109	102,768	SH		SOLE		102,768	0	0
ITRON INC	COM	465741106	3,576,916	38,661	SH		SOLE		38,661	0	0
JACK IN THE BOX INC	COM	466367109	1,191,552	17,400	SH		SOLE		17,400	0	0
JACOBS SOLUTIONS INC	COM	46982L108	1,399,404	9,103	SH		SOLE		9,103	0	0
JANUS INTERNATIONAL GROUP IN	COMMON STOCK	47103N106	521,123	34,443	SH		SOLE		34,443	0	0
JBG SMITH PPTYS	COM	46590V100	899,651	56,053	SH		SOLE		56,053	0	0
JOHNSON & JOHNSON	COM	478160104	4,881,269	30,857	SH		SOLE		30,857	0	0
JPMORGAN CHASE & CO	COM	46625H100	20,396,950	101,832	SH		SOLE		101,832	0	0
KB HOME	COM	48666K109	3,328,525	46,960	SH		SOLE		46,960	0	0
KE HLDGS INC	SPONSORED ADS	482497104	1,854,854	135,095	SH		SOLE		135,095	0	0
KELLANOVA	COM	487836108	35,666,462	622,560	SH		SOLE		622,560	0	0
KEMPER CORP	COM	488401100	1,669,859	26,968	SH		SOLE		26,968	0	0
KEURIG DR PEPPER INC	COM	49271V100	11,003,169	358,760	SH		SOLE		358,760	0	0
KEYSIGHT TECHNOLOGIES INC	COM	49338L103	4,592,255	29,366	SH		SOLE		29,366	0	0
KIMBERLY-CLARK CORP	COM	494368103	309,793	2,395	SH		SOLE		2,395	0	0
KIMCO RLTY CORP	COM	49446R109	387,043	19,737	SH		SOLE		19,737	0	0
KINDER MORGAN INC DEL	COM	49456B101	16,926,921	922,951	SH		SOLE		922,951	0	0
KINSALE CAP GROUP INC	COM	49714P108	2,982,097	5,683	SH		SOLE		5,683	0	0
KLAVIYO INC	COM SER A	49845K101	1,018,283	39,964	SH		SOLE		39,964	0	0
KNIGHT-SWIFT TRANSN HLDGS IN	CL A	499049104	17,350,997	315,358	SH		SOLE		315,358	0	0
KOPIN CORP	COM	500600101	33,995	18,886	SH		SOLE		18,886	0	0
KORN FERRY	COM NEW	500643200	994,160	15,118	SH		SOLE		15,118	0	0
KRAFT HEINZ CO	COM	500754106	11,311,178	306,536	SH		SOLE		306,536	0	0
KRATOS DEFENSE & SEC SOLUTIO	COM NEW	50077B207	4,919,186	267,638	SH		SOLE		267,638	0	0
KROGER CO	COM	501044101	8,485,005	148,521	SH		SOLE		148,521	0	0
L3HARRIS TECHNOLOGIES INC	COM	502431109	56,906,650	267,042	SH		SOLE		267,042	0	0
LANTHEUS HLDGS INC	COM	516544103	6,769,720	108,768	SH		SOLE		108,768	0	0
LAS VEGAS SANDS CORP	COM	517834107	58,082,313	1,123,449	SH		SOLE		1,123,449	0	0
LAUDER ESTEE COS INC	CL A	518439104	60,731,863	393,979	SH		SOLE		393,979	0	0
LCI INDS	COM	50189K103	4,355,093	35,390	SH		SOLE		35,390	0	0
LEGEND BIOTECH CORP	SPONSORED ADS	52490G102	2,257,006	40,239	SH		SOLE		40,239	0	0
LEGGETT & PLATT INC	COM	524660107	2,587,740	135,130	SH		SOLE		135,130	0	0
LENNAR CORP	CL A	526057104	1,667,862	9,698	SH		SOLE		9,698	0	0
LENNOX INTL INC	COM	526107107	831,381	1,701	SH		SOLE		1,701	0	0
LEONARDO DRS INC	COM	52661A108	447,256	20,247	SH		SOLE		20,247	0	0
LGI HOMES INC	COM	50187T106	614,550	5,281	SH		SOLE		5,281	0	0
LI AUTO INC	SPONSORED ADS	50202M102	5,226,691	172,612	SH		SOLE		172,612	0	0
LIBERTY BROADBAND CORP	COM SER C	530307305	6,775,689	118,394	SH		SOLE		118,394	0	0
LIBERTY ENERGY INC	COM CL A	53115L104	3,820,126	184,369	SH		SOLE		184,369	0	0
LIBERTY GLOBAL LTD	COM CL A	G61188101	213,175	12,599	SH		SOLE		12,599	0	0
LIBERTY MEDIA CORP DEL	COM LBTY SRM S C	531229789	7,021,394	236,331	SH		SOLE		236,331	0	0
LINCOLN ELEC HLDGS INC	COM	533900106	6,708,621	26,263	SH		SOLE		26,263	0	0
LITHIA MTRS INC	COM	536797103	1,130,632	3,758	SH		SOLE		3,758	0	0
LITTELFUSE INC	COM	537008104	1,316,930	5,434	SH		SOLE		5,434	0	0
LIVANOVA PLC	SHS	G5509L101	3,140,919	56,148	SH		SOLE		56,148	0	0
LKQ CORP	COM	501889208	14,367,237	268,999	SH		SOLE		268,999	0	0
LOWES COS INC	COM	548661107	77,130,461	302,793	SH		SOLE		302,793	0	0
LUMENTUM HLDGS INC	COM	55024U109	1,853,753	39,150	SH		SOLE		39,150	0	0
LYFT INC	CL A COM	55087P104	15,039,749	777,248	SH		SOLE		777,248	0	0
M/I HOMES INC	COM	55305B101	4,603,058	33,774	SH		SOLE		33,774	0	0
MADDEN STEVEN LTD	COM	556269108	8,094,464	191,449	SH		SOLE		191,449	0	0
MANHATTAN ASSOCIATES INC	COM	562750109	16,006,963	63,969	SH		SOLE		63,969	0	0
MAPLEBEAR INC	COM	565394103	19,419,252	520,763	SH		SOLE		520,763	0	0
MARRIOTT INTL INC NEW	CL A	571903202	48,982,202	194,135	SH		SOLE		194,135	0	0
MASTEC INC	COM	576323109	7,682,961	82,391	SH		SOLE		82,391	0	0
MATSON INC	COM	57686G105	4,291,882	38,184	SH		SOLE		38,184	0	0
MAXIMUS INC	COM	577933104	1,677,329	19,992	SH		SOLE		19,992	0	0
MAXLINEAR INC	COM	57776J100	698,855	37,432	SH		SOLE		37,432	0	0
MCDONALDS CORP	COM	580135101	10,111,009	35,861	SH		SOLE		35,861	0	0
MEDIFAST INC	COM	58470H101	970,607	25,329	SH		SOLE		25,329	0	0
MERCADOLIBRE INC	COM	58733R102	6,815,916	4,508	SH		SOLE		4,508	0	0
MERIT MED SYS INC	COM	589889104	3,370,496	44,495	SH		SOLE		44,495	0	0
META PLATFORMS INC	CL A	30303M102	69,766,678	143,677	SH		SOLE		143,677	0	0
MICROSOFT CORP	COM	594918104	227,189	540	SH		SOLE		540	0	0
MID-AMER APT CMNTYS INC	COM	59522J103	5,700,177	43,321	SH		SOLE		43,321	0	0
MIRUM PHARMACEUTICALS INC	COM	604749101	1,984,932	79,018	SH		SOLE		79,018	0	0
MISTER CAR WASH INC	COM	60646V105	1,304,217	168,286	SH		SOLE		168,286	0	0
MONOLITHIC PWR SYS INC	COM	609839105	41,629,491	61,453	SH		SOLE		61,453	0	0
MONSTER BEVERAGE CORP NEW	COM	61174X109	13,099,872	220,983	SH		SOLE		220,983	0	0
MSCI INC	COM	55354G100	44,600,051	79,579	SH		SOLE		79,579	0	0
NATERA INC	COM	632307104	10,147,944	110,955	SH		SOLE		110,955	0	0
NATIONAL VISION HLDGS INC	COM	63845R107	280,900	12,676	SH		SOLE		12,676	0	0
NETAPP INC	COM	64110D104	4,418,187	42,090	SH		SOLE		42,090	0	0
NEUROCRINE BIOSCIENCES INC	COM	64125C109	3,703,428	26,852	SH		SOLE		26,852	0	0
NEW ORIENTAL ED & TECHNOLOGY	SPON ADR	647581206	6,470,087	74,523	SH		SOLE		74,523	0	0
NEWMONT CORP	COM	651639106	51,296,323	1,431,259	SH		SOLE		1,431,259	0	0
NEWS CORP NEW	CL A	65249B109	4,790,704	182,991	SH		SOLE		182,991	0	0
NEXTRACKER INC	CLASS A COM	65290E101	10,958,189	194,743	SH		SOLE		194,743	0	0
NIKE INC	CL B	654106103	63,642,880	677,196	SH		SOLE		677,196	0	0
NORFOLK SOUTHN CORP	COM	655844108	31,894,942	125,142	SH		SOLE		125,142	0	0
NORWEGIAN CRUISE LINE HLDG L	SHS	G66721104	12,050,866	575,770	SH		SOLE		575,770	0	0
NOV INC	COM	62955J103	3,040,591	155,768	SH		SOLE		155,768	0	0
NOVANTA INC	COM	67000B104	2,118,737	12,123	SH		SOLE		12,123	0	0
NOVOCURE LTD	ORD SHS	G6674U108	2,015,676	128,962	SH		SOLE		128,962	0	0
NUVALENT INC	COM	670703107	2,895,621	38,562	SH		SOLE		38,562	0	0
ODDITY TECH LTD	SHS CL A	M7518J104	2,955,165	68,013	SH		SOLE		68,013	0	0
O-I GLASS INC	COM	67098H104	3,244,689	195,581	SH		SOLE		195,581	0	0
OKTA INC	CL A	679295105	24,576,912	234,916	SH		SOLE		234,916	0	0
OLAPLEX HLDGS INC	COM	679369108	23,983	12,491	SH		SOLE		12,491	0	0
OMNICELL COM	COM	68213N109	879,443	30,087	SH		SOLE		30,087	0	0
ON SEMICONDUCTOR CORP	COM	682189105	60,483,181	822,341	SH		SOLE		822,341	0	0
ONEMAIN HLDGS INC	COM	68268W103	2,012,384	39,389	SH		SOLE		39,389	0	0
OPTION CARE HEALTH INC	COM NEW	68404L201	4,220,070	125,822	SH		SOLE		125,822	0	0
ORGANON & CO	COMMON STOCK	68622V106	7,734,019	411,384	SH		SOLE		411,384	0	0
OUTFRONT MEDIA INC	COM	69007J106	412,799	24,586	SH		SOLE		24,586	0	0
PACIRA BIOSCIENCES INC	COM	695127100	2,475,460	84,718	SH		SOLE		84,718	0	0
PACKAGING CORP AMER	COM	695156109	6,405,455	33,752	SH		SOLE		33,752	0	0
PAGERDUTY INC	COM	69553P100	221,448	9,764	SH		SOLE		9,764	0	0
PAGSEGURO DIGITAL LTD	COM CL A	G68707101	2,070,072	144,963	SH		SOLE		144,963	0	0
PALANTIR TECHNOLOGIES INC	CL A	69608A108	60,696,882	2,637,848	SH		SOLE		2,637,848	0	0
PAPA JOHNS INTL INC	COM	698813102	970,828	14,577	SH		SOLE		14,577	0	0
PAR PAC HOLDINGS INC	COM NEW	69888T207	2,377,214	64,145	SH		SOLE		64,145	0	0
PARKER-HANNIFIN CORP	COM	701094104	8,132,319	14,632	SH		SOLE		14,632	0	0
PARSONS CORP DEL	COM	70202L102	5,421,778	65,362	SH		SOLE		65,362	0	0
PATTERSON-UTI ENERGY INC	COM	703481101	4,571,957	382,911	SH		SOLE		382,911	0	0
PAYCHEX INC	COM	704326107	6,503,734	52,962	SH		SOLE		52,962	0	0
PAYPAL HLDGS INC	COM	70450Y103	3,409,456	50,895	SH		SOLE		50,895	0	0
PDD HOLDINGS INC	SPONSORED ADS	722304102	13,351,080	114,848	SH		SOLE		114,848	0	0
PEGASYSTEMS INC	COM	705573103	1,007,802	15,591	SH		SOLE		15,591	0	0
PELOTON INTERACTIVE INC	CL A COM	70614W100	1,744,209	407,050	SH		SOLE		407,050	0	0
PENNYMAC FINL SVCS INC NEW	COM	70932M107	203,313	2,232	SH		SOLE		2,232	0	0
PENUMBRA INC	COM	70975L107	15,122,454	67,759	SH		SOLE		67,759	0	0
PERFORMANCE FOOD GROUP CO	COM	71377A103	14,249,000	190,903	SH		SOLE		190,903	0	0
PERSPECTIVE THERAPEUTICS INC	COM	46489V104	17,109	14,377	SH		SOLE		14,377	0	0
PG&E CORP	COM	69331C108	45,849,913	2,735,675	SH		SOLE		2,735,675	0	0
PHILIP MORRIS INTL INC	COM	718172109	34,100,231	372,192	SH		SOLE		372,192	0	0
PINNACLE FINL PARTNERS INC	COM	72346Q104	2,199,129	25,607	SH		SOLE		25,607	0	0
PINTEREST INC	CL A	72352L106	15,880,385	458,044	SH		SOLE		458,044	0	0
PJT PARTNERS INC	COM CL A	69343T107	1,002,361	10,634	SH		SOLE		10,634	0	0
POPULAR INC	COM NEW	733174700	1,157,238	13,137	SH		SOLE		13,137	0	0
POWELL INDS INC	COM	739128106	2,493,808	17,525	SH		SOLE		17,525	0	0
PPG INDS INC	COM	693506107	42,108,809	290,606	SH		SOLE		290,606	0	0
PREMIER INC	CL A	74051N102	515,704	23,335	SH		SOLE		23,335	0	0
PRIMERICA INC	COM	74164M108	1,183,600	4,679	SH		SOLE		4,679	0	0
PROTAGONIST THERAPEUTICS INC	COM	74366E102	997,159	34,468	SH		SOLE		34,468	0	0
PUBLIC STORAGE	COM	74460D109	16,286,289	56,148	SH		SOLE		56,148	0	0
PURE STORAGE INC	CL A	74624M102	14,683,848	282,436	SH		SOLE		282,436	0	0
R1 RCM INC	COM	77634L105	201,611	15,653	SH		SOLE		15,653	0	0
RALPH LAUREN CORP	CL A	751212101	7,201,910	38,357	SH		SOLE		38,357	0	0
RAPID7 INC	COM	753422104	6,249,854	127,444	SH		SOLE		127,444	0	0
RAYONIER INC	COM	754907103	1,335,982	40,192	SH		SOLE		40,192	0	0
RBC BEARINGS INC	COM	75524B104	4,485,377	16,591	SH		SOLE		16,591	0	0
RECURSION PHARMACEUTICALS IN	CL A	75629V104	3,125,465	313,487	SH		SOLE		313,487	0	0
REGENERON PHARMACEUTICALS	COM	75886F107	20,224,802	21,013	SH		SOLE		21,013	0	0
REMITLY GLOBAL INC	COM	75960P104	4,925,356	237,481	SH		SOLE		237,481	0	0
REPLIGEN CORP	COM	759916109	1,908,906	10,379	SH		SOLE		10,379	0	0
REVVITY INC	COM	714046109	2,358,195	22,459	SH		SOLE		22,459	0	0
REXFORD INDL RLTY INC	COM	76169C100	2,263,651	45,003	SH		SOLE		45,003	0	0
RHYTHM PHARMACEUTICALS INC	COM	76243J105	984,198	22,714	SH		SOLE		22,714	0	0
RINGCENTRAL INC	CL A	76680R206	1,066,726	30,706	SH		SOLE		30,706	0	0
ROBLOX CORP	CL A	771049103	41,733,527	1,093,073	SH		SOLE		1,093,073	0	0
ROCKET PHARMACEUTICALS INC	COM	77313F106	380,447	14,122	SH		SOLE		14,122	0	0
ROIVANT SCIENCES LTD	SHS	G76279101	3,408,278	323,366	SH		SOLE		323,366	0	0
ROSS STORES INC	COM	778296103	15,321,157	104,396	SH		SOLE		104,396	0	0
RYMAN HOSPITALITY PPTYS INC	COM	78377T107	216,422	1,872	SH		SOLE		1,872	0	0
S&P GLOBAL INC	COM	78409V104	60,609,607	142,460	SH		SOLE		142,460	0	0
SAGE THERAPEUTICS INC	COM	78667J108	1,975,308	105,406	SH		SOLE		105,406	0	0
SALESFORCE INC	COM	79466L302	31,370,005	104,157	SH		SOLE		104,157	0	0
SALLY BEAUTY HLDGS INC	COM	79546E104	135,241	10,889	SH		SOLE		10,889	0	0
SAMSARA INC	COM CL A	79589L106	8,815,236	233,269	SH		SOLE		233,269	0	0
SANMINA CORPORATION	COM	801056102	3,687,025	59,296	SH		SOLE		59,296	0	0
SAVERS VALUE VLG INC	COM	80517M109	1,022,071	53,012	SH		SOLE		53,012	0	0
SBA COMMUNICATIONS CORP NEW	CL A	78410G104	4,977,599	22,970	SH		SOLE		22,970	0	0
SCHLUMBERGER LTD	COM STK	806857108	23,491,292	428,595	SH		SOLE		428,595	0	0
SEA LTD	SPONSORD ADS	81141R100	8,581,032	159,766	SH		SOLE		159,766	0	0
SHAKE SHACK INC	CL A	819047101	1,321,077	12,699	SH		SOLE		12,699	0	0
SHERWIN WILLIAMS CO	COM	824348106	63,524,920	182,895	SH		SOLE		182,895	0	0
SHIFT4 PMTS INC	CL A	82452J109	3,648,319	55,219	SH		SOLE		55,219	0	0
SHOALS TECHNOLOGIES GROUP IN	CL A	82489W107	3,901,742	348,993	SH		SOLE		348,993	0	0
SHOE CARNIVAL INC	COM	824889109	257,066	7,016	SH		SOLE		7,016	0	0
SHUTTERSTOCK INC	COM	825690100	1,572,199	34,320	SH		SOLE		34,320	0	0
SIMPSON MFG INC	COM	829073105	2,391,373	11,655	SH		SOLE		11,655	0	0
SITEONE LANDSCAPE SUPPLY INC	COM	82982L103	2,883,566	16,520	SH		SOLE		16,520	0	0
SITIME CORP	COM	82982T106	1,426,885	15,305	SH		SOLE		15,305	0	0
SKECHERS U S A INC	CL A	830566105	10,308,710	168,278	SH		SOLE		168,278	0	0
SMARTSHEET INC	COM CL A	83200N103	2,634,132	68,419	SH		SOLE		68,419	0	0
SMUCKER J M CO	COM NEW	832696405	1,841,730	14,632	SH		SOLE		14,632	0	0
SOFI TECHNOLOGIES INC	COM	83406F102	1,694,739	232,156	SH		SOLE		232,156	0	0
SOUTHWEST AIRLS CO	COM	844741108	32,180,632	1,102,454	SH		SOLE		1,102,454	0	0
SPRINGWORKS THERAPEUTICS INC	COM	85205L107	4,523,318	91,900	SH		SOLE		91,900	0	0
SPRINKLR INC	CL A	85208T107	295,376	24,073	SH		SOLE		24,073	0	0
SPS COMM INC	COM	78463M107	2,202,159	11,910	SH		SOLE		11,910	0	0
SS&C TECHNOLOGIES HLDGS INC	COM	78467J100	6,225,995	96,722	SH		SOLE		96,722	0	0
STANDARD BIOTOOLS INC	COM	34385P108	33,821	12,480	SH		SOLE		12,480	0	0
STARWOOD PPTY TR INC	COM	85571B105	1,807,500	88,908	SH		SOLE		88,908	0	0
STATE STR CORP	COM	857477103	3,040,068	39,318	SH		SOLE		39,318	0	0
STERICYCLE INC	COM	858912108	1,389,857	26,348	SH		SOLE		26,348	0	0
STERLING INFRASTRUCTURE INC	COM	859241101	910,278	8,252	SH		SOLE		8,252	0	0
STIFEL FINL CORP	COM	860630102	1,768,909	22,629	SH		SOLE		22,629	0	0
STRYKER CORPORATION	COM	863667101	5,149,391	14,389	SH		SOLE		14,389	0	0
SURGERY PARTNERS INC	COM	86881A100	1,568,312	52,575	SH		SOLE		52,575	0	0
SYMBOTIC INC	CLASS A COM	87151X101	2,811,690	62,482	SH		SOLE		62,482	0	0
SYNCHRONY FINANCIAL	COM	87165B103	2,379,060	55,173	SH		SOLE		55,173	0	0
SYNDAX PHARMACEUTICALS INC	COM	87164F105	1,710,815	71,883	SH		SOLE		71,883	0	0
SYSCO CORP	COM	871829107	50,618,896	623,539	SH		SOLE		623,539	0	0
TAYSHA GENE THERAPIES INC	COM SHS	877619106	29,285	10,204	SH		SOLE		10,204	0	0
TE CONNECTIVITY LTD	SHS	H84989104	34,879,241	240,149	SH		SOLE		240,149	0	0
TELEDYNE TECHNOLOGIES INC	COM	879360105	6,062,857	14,122	SH		SOLE		14,122	0	0
TELEFLEX INCORPORATED	COM	879369106	8,947,059	39,559	SH		SOLE		39,559	0	0
TG THERAPEUTICS INC	COM	88322Q108	543,453	35,730	SH		SOLE		35,730	0	0
THE REAL BROKERAGE INC	COM NEW	75585H206	47,636	15,268	SH		SOLE		15,268	0	0
TORO CO	COM	891092108	8,616,702	94,038	SH		SOLE		94,038	0	0
TRANE TECHNOLOGIES PLC	SHS	G8994E103	13,177,879	43,897	SH		SOLE		43,897	0	0
TRANSDIGM GROUP INC	COM	893641100	8,486,956	6,891	SH		SOLE		6,891	0	0
TRANSMEDICS GROUP INC	COM	89377M109	539,984	7,303	SH		SOLE		7,303	0	0
TRANSOCEAN LTD	REGISTERED SHS	H8817H100	498,274	79,343	SH		SOLE		79,343	0	0
TRAVERE THERAPEUTICS INC	COM	89422G107	113,476	14,718	SH		SOLE		14,718	0	0
TREX CO INC	COM	89531P105	575,458	5,769	SH		SOLE		5,769	0	0
TRI POINTE HOMES INC	COM	87265H109	5,305,003	137,222	SH		SOLE		137,222	0	0
TRIPADVISOR INC	COM	896945201	3,004,849	108,127	SH		SOLE		108,127	0	0
TRUIST FINL CORP	COM	89832Q109	13,781,808	353,561	SH		SOLE		353,561	0	0
TWIST BIOSCIENCE CORP	COM	90184D100	1,398,133	40,750	SH		SOLE		40,750	0	0
TWO HBRS INVT CORP	COM	90187B804	164,454	12,421	SH		SOLE		12,421	0	0
TYSON FOODS INC	CL A	902494103	16,108,112	274,274	SH		SOLE		274,274	0	0
UDR INC	COM	902653104	4,417,410	118,081	SH		SOLE		118,081	0	0
UGI CORP NEW	COM	902681105	5,121,081	208,683	SH		SOLE		208,683	0	0
UIPATH INC	CL A	90364P105	462,876	20,418	SH		SOLE		20,418	0	0
ULTA BEAUTY INC	COM	90384S303	46,734,492	89,379	SH		SOLE		89,379	0	0
UNION PAC CORP	COM	907818108	10,937,983	44,476	SH		SOLE		44,476	0	0
UNITED CMNTY BKS BLAIRSVLE G	COM	90984P303	3,716,805	141,216	SH		SOLE		141,216	0	0
UNITED PARCEL SERVICE INC	CL B	911312106	55,309,385	372,128	SH		SOLE		372,128	0	0
UNITED RENTALS INC	COM	911363109	5,644,128	7,827	SH		SOLE		7,827	0	0
UNITEDHEALTH GROUP INC	COM	91324P102	3,703,324	7,486	SH		SOLE		7,486	0	0
URBAN OUTFITTERS INC	COM	917047102	5,200,370	119,769	SH		SOLE		119,769	0	0
UR-ENERGY INC	COM	91688R108	72,370	45,231	SH		SOLE		45,231	0	0
US BANCORP DEL	COM NEW	902973304	9,042,899	202,302	SH		SOLE		202,302	0	0
V F CORP	COM	918204108	989,675	64,516	SH		SOLE		64,516	0	0
VALLEY NATL BANCORP	COM	919794107	3,977,739	499,716	SH		SOLE		499,716	0	0
VALMONT INDS INC	COM	920253101	1,874,635	8,212	SH		SOLE		8,212	0	0
VAXCYTE INC	COM	92243G108	2,161,807	31,647	SH		SOLE		31,647	0	0
VEEVA SYS INC	CL A COM	922475108	2,795,803	12,067	SH		SOLE		12,067	0	0
VERALTO CORP	COM SHS	92338C103	19,509,190	220,045	SH		SOLE		220,045	0	0
VERISIGN INC	COM	92343E102	21,798,577	115,026	SH		SOLE		115,026	0	0
VERISK ANALYTICS INC	COM	92345Y106	45,984,087	195,071	SH		SOLE		195,071	0	0
VESTIS CORPORATION	COM SHS	29430C102	3,279,773	170,201	SH		SOLE		170,201	0	0
VIATRIS INC	COM	92556V106	8,186,052	685,599	SH		SOLE		685,599	0	0
VIAVI SOLUTIONS INC	COM	925550105	1,438,211	158,219	SH		SOLE		158,219	0	0
VICTORIAS SECRET AND CO	COMMON STOCK	926400102	4,292,864	221,510	SH		SOLE		221,510	0	0
VISA INC	COM CL A	92826C839	4,081,824	14,626	SH		SOLE		14,626	0	0
VISTRA CORP	COM	92840M102	20,465,956	293,840	SH		SOLE		293,840	0	0
VITA COCO CO INC	COM	92846Q107	2,819,002	115,391	SH		SOLE		115,391	0	0
VULCAN MATLS CO	COM	929160109	22,080,320	80,904	SH		SOLE		80,904	0	0
WABTEC	COM	929740108	15,166,162	104,106	SH		SOLE		104,106	0	0
WARNER BROS DISCOVERY INC	COM SER A	934423104	6,440,802	737,778	SH		SOLE		737,778	0	0
WARNER MUSIC GROUP CORP	COM CL A	934550203	4,865,365	147,346	SH		SOLE		147,346	0	0
WARRIOR MET COAL INC	COM	93627C101	1,311,606	21,608	SH		SOLE		21,608	0	0
WEATHERFORD INTL PLC	ORD SHS	G48833118	382,964	3,318	SH		SOLE		3,318	0	0
WELLTOWER INC	COM	95040Q104	9,000,234	96,321	SH		SOLE		96,321	0	0
WENDYS CO	COM	95058W100	2,976,136	157,969	SH		SOLE		157,969	0	0
WESTERN ALLIANCE BANCORP	COM	957638109	464,350	7,234	SH		SOLE		7,234	0	0
WEYERHAEUSER CO MTN BE	COM NEW	962166104	834,010	23,225	SH		SOLE		23,225	0	0
WHEELS UP EXPERIENCE INC	COM CL A	96328L205	50,991	17,767	SH		SOLE		17,767	0	0
WHIRLPOOL CORP	COM	963320106	11,174,638	93,410	SH		SOLE		93,410	0	0
WILLIS TOWERS WATSON PLC LTD	SHS	G96629103	30,117,450	109,518	SH		SOLE		109,518	0	0
WILLSCOT MOBIL MINI HLDNG CO	COM CL A	971378104	16,980,359	365,169	SH		SOLE		365,169	0	0
WINNEBAGO INDS INC	COM	974637100	365,116	4,934	SH		SOLE		4,934	0	0
WORKDAY INC	CL A	98138H101	7,617,362	27,928	SH		SOLE		27,928	0	0
WORTHINGTON ENTERPRISES INC	COM	981811102	2,390,005	38,406	SH		SOLE		38,406	0	0
WW INTL INC	COM	98262P101	296,196	160,106	SH		SOLE		160,106	0	0
WYNN RESORTS LTD	COM	983134107	1,930,716	18,886	SH		SOLE		18,886	0	0
XCEL ENERGY INC	COM	98389B100	18,688,391	347,691	SH		SOLE		347,691	0	0
XENON PHARMACEUTICALS INC	COM	98420N105	4,220,708	98,042	SH		SOLE		98,042	0	0
XEROX HOLDINGS CORP	COM NEW	98421M106	2,013,141	112,466	SH		SOLE		112,466	0	0
XPENG INC	ADS	98422D105	3,391,580	441,612	SH		SOLE		441,612	0	0
XPO INC	COM	983793100	6,818,792	55,878	SH		SOLE		55,878	0	0
XYLEM INC	COM	98419M100	4,300,849	33,278	SH		SOLE		33,278	0	0
YANDEX N V	SHS CLASS A	N97284108	2,585,594	136,515	SH		SOLE		136,515	0	0
YUM CHINA HLDGS INC	COM	98850P109	9,885,149	248,433	SH		SOLE		248,433	0	0
ZIFF DAVIS INC	COM	48123V102	520,206	8,252	SH		SOLE		8,252	0	0
ZILLOW GROUP INC	CL C CAP STK	98954M200	11,175,498	229,100	SH		SOLE		229,100	0	0
ZILLOW GROUP INC	CL A	98954M101	1,913,826	39,988	SH		SOLE		39,988	0	0
ZIONS BANCORPORATION N A	COM	989701107	3,385,677	78,011	SH		SOLE		78,011	0	0
ZOETIS INC	CL A	98978V103	44,678,716	264,043	SH		SOLE		264,043	0	0
ZOOMINFO TECHNOLOGIES INC	COMMON STOCK	98980F104	7,863,276	490,535	SH		SOLE		490,535	0	0