The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
VISA INC | COM CL A | 92826C839 | 295,530 | 1,326,734 | SH | SOLE | 0 | 0 | 1,326,734 | ||
DANAHER CORPORATION | COM | 235851102 | 293,009 | 962,451 | SH | SOLE | 0 | 0 | 962,451 | ||
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 287,537 | 503,276 | SH | SOLE | 0 | 0 | 503,276 | ||
MICROSOFT CORP | COM | 594918104 | 287,484 | 1,019,736 | SH | SOLE | 0 | 0 | 1,019,736 | ||
FACEBOOK INC | CL A | 30303M102 | 283,311 | 834,764 | SH | SOLE | 0 | 0 | 834,764 | ||
ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | 276,450 | 864,121 | SH | SOLE | 0 | 0 | 864,121 | ||
TEXAS INSTRS INC | COM | 882508104 | 274,544 | 1,428,355 | SH | SOLE | 0 | 0 | 1,428,355 | ||
AMAZON COM INC | COM | 023135106 | 270,980 | 82,489 | SH | SOLE | 0 | 0 | 82,489 | ||
ORACLE CORP | COM | 68389X105 | 248,518 | 2,852,264 | SH | SOLE | 0 | 0 | 2,852,264 | ||
ADOBE SYSTEMS INCORPORATED | COM | 00724F101 | 246,322 | 427,851 | SH | SOLE | 0 | 0 | 427,851 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 226,520 | 579,720 | SH | SOLE | 0 | 0 | 579,720 | ||
SERVICENOW INC | COM | 81762P102 | 206,594 | 332,000 | SH | SOLE | 0 | 0 | 332,000 | ||
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 203,480 | 1,822,483 | SH | SOLE | 0 | 0 | 1,822,483 | ||
HOME DEPOT INC | COM | 437076102 | 203,255 | 619,189 | SH | SOLE | 0 | 0 | 619,189 | ||
TARGET CORP | COM | 87612E106 | 200,343 | 875,741 | SH | SOLE | 0 | 0 | 875,741 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 199,919 | 768,300 | SH | SOLE | 0 | 0 | 768,300 | ||
JOHNSON & JOHNSON | COM | 478160104 | 193,184 | 1,196,188 | SH | SOLE | 0 | 0 | 1,196,188 | ||
PROCTER AND GAMBLE CO | COM | 742718109 | 192,205 | 1,374,859 | SH | SOLE | 0 | 0 | 1,374,859 | ||
EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 183,783 | 1,623,380 | SH | SOLE | 0 | 0 | 1,623,380 | ||
APPLE INC | COM | 037833100 | 183,363 | 1,295,852 | SH | SOLE | 0 | 0 | 1,295,852 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 180,906 | 67,666 | SH | SOLE | 0 | 0 | 67,666 | ||
NEXTERA ENERGY INC | COM | 65339F101 | 180,606 | 2,300,132 | SH | SOLE | 0 | 0 | 2,300,132 | ||
CISCO SYS INC | COM | 17275R102 | 164,459 | 3,021,476 | SH | SOLE | 0 | 0 | 3,021,476 | ||
WALMART INC | COM | 931142103 | 163,324 | 1,171,789 | SH | SOLE | 0 | 0 | 1,171,789 | ||
PEPSICO INC | COM | 713448108 | 160,470 | 1,066,884 | SH | SOLE | 0 | 0 | 1,066,884 | ||
LOWES COS INC | COM | 548661107 | 157,247 | 775,151 | SH | SOLE | 0 | 0 | 775,151 | ||
MORGAN STANLEY | COM NEW | 617446448 | 153,188 | 1,574,222 | SH | SOLE | 0 | 0 | 1,574,222 | ||
ABBVIE INC | COM | 00287Y109 | 150,838 | 1,398,331 | SH | SOLE | 0 | 0 | 1,398,331 | ||
S&P GLOBAL INC | COM | 78409V104 | 149,859 | 352,700 | SH | SOLE | 0 | 0 | 352,700 | ||
GILEAD SCIENCES INC | COM | 375558103 | 146,752 | 2,100,965 | SH | SOLE | 0 | 0 | 2,100,965 | ||
GOLDMAN SACHS GROUP INC | COM | 38141G104 | 143,468 | 379,514 | SH | SOLE | 0 | 0 | 379,514 | ||
EQUINIX INC | COM | 29444U700 | 141,330 | 178,869 | SH | SOLE | 0 | 0 | 178,869 | ||
COSTCO WHSL CORP NEW | COM | 22160K105 | 134,509 | 299,342 | SH | SOLE | 0 | 0 | 299,342 | ||
ANTHEM INC | COM | 036752103 | 132,705 | 355,969 | SH | SOLE | 0 | 0 | 355,969 | ||
AMGEN INC | COM | 031162100 | 121,101 | 569,486 | SH | SOLE | 0 | 0 | 569,486 | ||
BRISTOL-MYERS SQUIBB CO | COM | 110122108 | 107,178 | 1,811,357 | SH | SOLE | 0 | 0 | 1,811,357 | ||
CVS HEALTH CORP | COM | 126650100 | 88,971 | 1,048,446 | SH | SOLE | 0 | 0 | 1,048,446 | ||
HCA HEALTHCARE INC | COM | 40412C101 | 82,667 | 340,584 | SH | SOLE | 0 | 0 | 340,584 | ||
ROBERT HALF INTL INC | COM | 770323103 | 81,866 | 815,972 | SH | SOLE | 0 | 0 | 815,972 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 79,202 | 227,800 | SH | SOLE | 0 | 0 | 227,800 | ||
BROADCOM INC | COM | 11135F101 | 78,753 | 162,400 | SH | SOLE | 0 | 0 | 162,400 | ||
ALTRIA GROUP INC | COM | 02209S103 | 76,624 | 1,683,300 | SH | SOLE | 0 | 0 | 1,683,300 | ||
DATADOG INC | CL A COM | 23804L103 | 75,953 | 537,341 | SH | SOLE | 0 | 0 | 537,341 | ||
FORTINET INC | COM | 34959E109 | 75,355 | 258,031 | SH | SOLE | 0 | 0 | 258,031 | ||
BEST BUY INC | COM | 086516101 | 75,009 | 709,577 | SH | SOLE | 0 | 0 | 709,577 | ||
UNITED PARCEL SERVICE INC | CL B | 911312106 | 74,206 | 407,500 | SH | SOLE | 0 | 0 | 407,500 | ||
PHILIP MORRIS INTL INC | COM | 718172109 | 73,944 | 780,080 | SH | SOLE | 0 | 0 | 780,080 | ||
BIOGEN INC | COM | 09062X103 | 72,338 | 255,622 | SH | SOLE | 0 | 0 | 255,622 | ||
KROGER CO | COM | 501044101 | 71,202 | 1,761,110 | SH | SOLE | 0 | 0 | 1,761,110 | ||
HP INC | COM | 40434L105 | 70,695 | 2,583,873 | SH | SOLE | 0 | 0 | 2,583,873 | ||
AUTOZONE INC | COM | 053332102 | 70,633 | 41,598 | SH | SOLE | 0 | 0 | 41,598 | ||
COLGATE PALMOLIVE CO | COM | 194162103 | 70,047 | 926,796 | SH | SOLE | 0 | 0 | 926,796 | ||
QUALCOMM INC | COM | 747525103 | 69,719 | 540,541 | SH | SOLE | 0 | 0 | 540,541 | ||
COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 67,864 | 914,480 | SH | SOLE | 0 | 0 | 914,480 | ||
INTUIT | COM | 461202103 | 67,431 | 124,985 | SH | SOLE | 0 | 0 | 124,985 | ||
BILL COM HLDGS INC | COM | 090043100 | 64,744 | 242,532 | SH | SOLE | 0 | 0 | 242,532 | ||
OREILLY AUTOMOTIVE INC | COM | 67103H107 | 64,235 | 105,121 | SH | SOLE | 0 | 0 | 105,121 | ||
FASTENAL CO | COM | 311900104 | 63,545 | 1,231,255 | SH | SOLE | 0 | 0 | 1,231,255 | ||
METTLER TOLEDO INTERNATIONAL | COM | 592688105 | 61,229 | 44,454 | SH | SOLE | 0 | 0 | 44,454 | ||
IDEXX LABS INC | COM | 45168D104 | 61,110 | 98,263 | SH | SOLE | 0 | 0 | 98,263 | ||
LILLY ELI & CO | COM | 532457108 | 60,797 | 263,132 | SH | SOLE | 0 | 0 | 263,132 | ||
NETAPP INC | COM | 64110D104 | 60,288 | 671,663 | SH | SOLE | 0 | 0 | 671,663 | ||
SQUARE INC | CL A | 852234103 | 59,560 | 248,331 | SH | SOLE | 0 | 0 | 248,331 | ||
MOLINA HEALTHCARE INC | COM | 60855R100 | 58,642 | 216,143 | SH | SOLE | 0 | 0 | 216,143 | ||
APPLIED MATLS INC | COM | 038222105 | 58,092 | 451,268 | SH | SOLE | 0 | 0 | 451,268 | ||
MERCK & CO INC | COM | 58933Y105 | 57,948 | 771,509 | SH | SOLE | 0 | 0 | 771,509 | ||
HUMANA INC | COM | 444859102 | 57,673 | 148,203 | SH | SOLE | 0 | 0 | 148,203 | ||
DOLLAR GEN CORP NEW | COM | 256677105 | 57,557 | 271,315 | SH | SOLE | 0 | 0 | 271,315 | ||
INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 56,503 | 406,700 | SH | SOLE | 0 | 0 | 406,700 | ||
DOMINOS PIZZA INC | COM | 25754A201 | 55,332 | 116,010 | SH | SOLE | 0 | 0 | 116,010 | ||
NIKE INC | CL B | 654106103 | 50,908 | 350,534 | SH | SOLE | 0 | 0 | 350,534 | ||
MCKESSON CORP | COM | 58155Q103 | 50,542 | 253,494 | SH | SOLE | 0 | 0 | 253,494 | ||
OTIS WORLDWIDE CORP | COM | 68902V107 | 48,767 | 592,700 | SH | SOLE | 0 | 0 | 592,700 | ||
LAUDER ESTEE COS INC | CL A | 518439104 | 46,223 | 154,111 | SH | SOLE | 0 | 0 | 154,111 | ||
CLOROX CO DEL | COM | 189054109 | 45,744 | 276,214 | SH | SOLE | 0 | 0 | 276,214 | ||
SNAP ON INC | COM | 833034101 | 43,279 | 207,124 | SH | SOLE | 0 | 0 | 207,124 | ||
ZEBRA TECHNOLOGIES CORPORATI | CL A | 989207105 | 43,244 | 83,900 | SH | SOLE | 0 | 0 | 83,900 | ||
CBRE GROUP INC | CL A | 12504L109 | 42,780 | 439,400 | SH | SOLE | 0 | 0 | 439,400 | ||
HERSHEY CO | COM | 427866108 | 40,631 | 240,063 | SH | SOLE | 0 | 0 | 240,063 | ||
TRACTOR SUPPLY CO | COM | 892356106 | 40,225 | 198,536 | SH | SOLE | 0 | 0 | 198,536 | ||
BOOZ ALLEN HAMILTON HLDG COR | CL A | 099502106 | 39,881 | 502,600 | SH | SOLE | 0 | 0 | 502,600 | ||
OKTA INC | CL A | 679295105 | 39,011 | 164,368 | SH | SOLE | 0 | 0 | 164,368 | ||
GUARDANT HEALTH INC | COM | 40131M109 | 38,500 | 307,978 | SH | SOLE | 0 | 0 | 307,978 | ||
ROLLINS INC | COM | 775711104 | 37,460 | 1,060,284 | SH | SOLE | 0 | 0 | 1,060,284 | ||
3M CO | COM | 88579Y101 | 37,425 | 213,345 | SH | SOLE | 0 | 0 | 213,345 | ||
TWILIO INC | CL A | 90138F102 | 37,369 | 117,127 | SH | SOLE | 0 | 0 | 117,127 | ||
GRAINGER W W INC | COM | 384802104 | 36,856 | 93,767 | SH | SOLE | 0 | 0 | 93,767 | ||
KLA CORP | COM NEW | 482480100 | 35,840 | 107,141 | SH | SOLE | 0 | 0 | 107,141 | ||
FOX CORP | CL A COM | 35137L105 | 35,782 | 892,100 | SH | SOLE | 0 | 0 | 892,100 | ||
BLACKROCK INC | COM | 09247X101 | 35,475 | 42,300 | SH | SOLE | 0 | 0 | 42,300 | ||
ACTIVISION BLIZZARD INC | COM | 00507V109 | 35,119 | 453,787 | SH | SOLE | 0 | 0 | 453,787 | ||
LKQ CORP | COM | 501889208 | 34,786 | 691,300 | SH | SOLE | 0 | 0 | 691,300 | ||
CARRIER GLOBAL CORPORATION | COM | 14448C104 | 33,515 | 647,500 | SH | SOLE | 0 | 0 | 647,500 | ||
GENERAL MLS INC | COM | 370334104 | 33,253 | 555,890 | SH | SOLE | 0 | 0 | 555,890 | ||
SEA LTD | SPONSORD ADS | 81141R100 | 33,148 | 104,000 | SH | SOLE | 0 | 0 | 104,000 | ||
LENNAR CORP | CL A | 526057104 | 32,994 | 352,200 | SH | SOLE | 0 | 0 | 352,200 | ||
DOCUSIGN INC | COM | 256163106 | 32,692 | 126,995 | SH | SOLE | 0 | 0 | 126,995 | ||
VEEVA SYS INC | CL A COM | 922475108 | 32,547 | 112,943 | SH | SOLE | 0 | 0 | 112,943 | ||
SYNOPSYS INC | COM | 871607107 | 32,074 | 107,125 | SH | SOLE | 0 | 0 | 107,125 | ||
SMUCKER J M CO | COM NEW | 832696405 | 31,736 | 264,400 | SH | SOLE | 0 | 0 | 264,400 | ||
WEST PHARMACEUTICAL SVSC INC | COM | 955306105 | 31,119 | 73,300 | SH | SOLE | 0 | 0 | 73,300 | ||
CHURCH & DWIGHT INC | COM | 171340102 | 30,955 | 374,899 | SH | SOLE | 0 | 0 | 374,899 | ||
FARFETCH LTD | ORD SH CL A | 30744W107 | 30,857 | 823,295 | SH | SOLE | 0 | 0 | 823,295 | ||
WASTE MGMT INC DEL | COM | 94106L109 | 30,839 | 206,476 | SH | SOLE | 0 | 0 | 206,476 | ||
BATH & BODY WORKS INC | COM | 070830104 | 30,765 | 488,100 | SH | SOLE | 0 | 0 | 488,100 | ||
UNIVERSAL HLTH SVCS INC | CL B | 913903100 | 30,131 | 217,758 | SH | SOLE | 0 | 0 | 217,758 | ||
SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | 29,386 | 110,800 | SH | SOLE | 0 | 0 | 110,800 | ||
PFIZER INC | COM | 717081103 | 28,821 | 670,100 | SH | SOLE | 0 | 0 | 670,100 | ||
LOCKHEED MARTIN CORP | COM | 539830109 | 28,593 | 82,853 | SH | SOLE | 0 | 0 | 82,853 | ||
QUEST DIAGNOSTICS INC | COM | 74834L100 | 27,685 | 190,525 | SH | SOLE | 0 | 0 | 190,525 | ||
AVERY DENNISON CORP | COM | 053611109 | 27,517 | 132,800 | SH | SOLE | 0 | 0 | 132,800 | ||
DOORDASH INC | CL A | 25809K105 | 27,390 | 132,974 | SH | SOLE | 0 | 0 | 132,974 | ||
PULTE GROUP INC | COM | 745867101 | 26,662 | 580,621 | SH | SOLE | 0 | 0 | 580,621 | ||
ZOETIS INC | CL A | 98978V103 | 26,123 | 134,556 | SH | SOLE | 0 | 0 | 134,556 | ||
EBAY INC. | COM | 278642103 | 26,064 | 374,100 | SH | SOLE | 0 | 0 | 374,100 | ||
TENABLE HLDGS INC | COM | 88025T102 | 26,029 | 564,132 | SH | SOLE | 0 | 0 | 564,132 | ||
NUCOR CORP | COM | 670346105 | 26,006 | 264,052 | SH | SOLE | 0 | 0 | 264,052 | ||
PROGRESSIVE CORP | COM | 743315103 | 25,548 | 282,643 | SH | SOLE | 0 | 0 | 282,643 | ||
MOHAWK INDS INC | COM | 608190104 | 25,173 | 141,900 | SH | SOLE | 0 | 0 | 141,900 | ||
MONDELEZ INTL INC | CL A | 609207105 | 24,723 | 424,942 | SH | SOLE | 0 | 0 | 424,942 | ||
PELOTON INTERACTIVE INC | CL A COM | 70614W100 | 24,444 | 280,800 | SH | SOLE | 0 | 0 | 280,800 | ||
ABBOTT LABS | COM | 002824100 | 24,441 | 206,900 | SH | SOLE | 0 | 0 | 206,900 | ||
ARROW ELECTRS INC | COM | 042735100 | 24,288 | 216,300 | SH | SOLE | 0 | 0 | 216,300 | ||
AMERISOURCEBERGEN CORP | COM | 03073E105 | 23,953 | 200,529 | SH | SOLE | 0 | 0 | 200,529 | ||
SEALED AIR CORP NEW | COM | 81211K100 | 22,836 | 416,800 | SH | SOLE | 0 | 0 | 416,800 | ||
CADENCE DESIGN SYSTEM INC | COM | 127387108 | 22,413 | 148,000 | SH | SOLE | 0 | 0 | 148,000 | ||
LABORATORY CORP AMER HLDGS | COM NEW | 50540R409 | 22,346 | 79,400 | SH | SOLE | 0 | 0 | 79,400 | ||
ILLINOIS TOOL WKS INC | COM | 452308109 | 21,668 | 104,863 | SH | SOLE | 0 | 0 | 104,863 | ||
LENNOX INTL INC | COM | 526107107 | 21,645 | 73,580 | SH | SOLE | 0 | 0 | 73,580 | ||
RESMED INC | COM | 761152107 | 21,404 | 81,215 | SH | SOLE | 0 | 0 | 81,215 | ||
ELECTRONIC ARTS INC | COM | 285512109 | 21,301 | 149,745 | SH | SOLE | 0 | 0 | 149,745 | ||
PAYCHEX INC | COM | 704326107 | 21,100 | 187,637 | SH | SOLE | 0 | 0 | 187,637 | ||
GENUINE PARTS CO | COM | 372460105 | 20,949 | 172,800 | SH | SOLE | 0 | 0 | 172,800 | ||
UNITED RENTALS INC | COM | 911363109 | 20,529 | 58,500 | SH | SOLE | 0 | 0 | 58,500 | ||
TERADYNE INC | COM | 880770102 | 20,480 | 187,600 | SH | SOLE | 0 | 0 | 187,600 | ||
EXPEDITORS INTL WASH INC | COM | 302130109 | 20,263 | 170,088 | SH | SOLE | 0 | 0 | 170,088 | ||
JAZZ PHARMACEUTICALS PLC | SHS USD | G50871105 | 20,155 | 154,790 | SH | SOLE | 0 | 0 | 154,790 | ||
REPUBLIC SVCS INC | COM | 760759100 | 19,981 | 166,421 | SH | SOLE | 0 | 0 | 166,421 | ||
F5 NETWORKS INC | COM | 315616102 | 19,441 | 97,800 | SH | SOLE | 0 | 0 | 97,800 | ||
DAVITA INC | COM | 23918K108 | 17,562 | 151,056 | SH | SOLE | 0 | 0 | 151,056 | ||
HOLOGIC INC | COM | 436440101 | 17,168 | 232,600 | SH | SOLE | 0 | 0 | 232,600 | ||
LAM RESEARCH CORP | COM | 512807108 | 16,278 | 28,600 | SH | SOLE | 0 | 0 | 28,600 | ||
ALLSTATE CORP | COM | 020002101 | 16,245 | 127,600 | SH | SOLE | 0 | 0 | 127,600 | ||
TRIMBLE INC | COM | 896239100 | 15,723 | 191,164 | SH | SOLE | 0 | 0 | 191,164 | ||
DEERE & CO | COM | 244199105 | 15,514 | 46,300 | SH | SOLE | 0 | 0 | 46,300 | ||
MOTOROLA SOLUTIONS INC | COM NEW | 620076307 | 15,200 | 65,427 | SH | SOLE | 0 | 0 | 65,427 | ||
CHECK POINT SOFTWARE TECH LT | ORD | M22465104 | 14,970 | 132,429 | SH | SOLE | 0 | 0 | 132,429 | ||
FAIR ISAAC CORP | COM | 303250104 | 14,843 | 37,300 | SH | SOLE | 0 | 0 | 37,300 | ||
MASCO CORP | COM | 574599106 | 14,639 | 263,531 | SH | SOLE | 0 | 0 | 263,531 | ||
KIMBERLY-CLARK CORP | COM | 494368103 | 14,494 | 109,440 | SH | SOLE | 0 | 0 | 109,440 | ||
SKYWORKS SOLUTIONS INC | COM | 83088M102 | 14,282 | 86,671 | SH | SOLE | 0 | 0 | 86,671 | ||
C H ROBINSON WORLDWIDE INC | COM NEW | 12541W209 | 13,767 | 158,241 | SH | SOLE | 0 | 0 | 158,241 | ||
DISCOVERY INC | COM SER A | 25470F104 | 13,451 | 530,000 | SH | SOLE | 0 | 0 | 530,000 | ||
NUTANIX INC | CL A | 67059N108 | 13,057 | 346,341 | SH | SOLE | 0 | 0 | 346,341 | ||
GENERAC HLDGS INC | COM | 368736104 | 12,832 | 31,400 | SH | SOLE | 0 | 0 | 31,400 | ||
ANALOG DEVICES INC | COM | 032654105 | 12,703 | 75,845 | SH | SOLE | 0 | 0 | 75,845 | ||
BAXTER INTL INC | COM | 071813109 | 12,652 | 157,300 | SH | SOLE | 0 | 0 | 157,300 | ||
MCDONALDS CORP | COM | 580135101 | 12,538 | 52,000 | SH | SOLE | 0 | 0 | 52,000 | ||
HENRY SCHEIN INC | COM | 806407102 | 12,527 | 164,485 | SH | SOLE | 0 | 0 | 164,485 | ||
CITRIX SYS INC | COM | 177376100 | 12,446 | 115,914 | SH | SOLE | 0 | 0 | 115,914 | ||
JFROG LTD | ORD SHS | M6191J100 | 12,215 | 364,620 | SH | SOLE | 0 | 0 | 364,620 | ||
GARTNER INC | COM | 366651107 | 11,480 | 37,778 | SH | SOLE | 0 | 0 | 37,778 | ||
EXTRA SPACE STORAGE INC | COM | 30225T102 | 11,474 | 68,300 | SH | SOLE | 0 | 0 | 68,300 | ||
NORTONLIFELOCK INC | COM | 668771108 | 11,221 | 443,500 | SH | SOLE | 0 | 0 | 443,500 | ||
CDW CORP | COM | 12514G108 | 11,212 | 61,600 | SH | SOLE | 0 | 0 | 61,600 | ||
MCCORMICK & CO INC | COM NON VTG | 579780206 | 10,760 | 132,794 | SH | SOLE | 0 | 0 | 132,794 | ||
POOL CORP | COM | 73278L105 | 10,600 | 24,400 | SH | SOLE | 0 | 0 | 24,400 | ||
JUNIPER NETWORKS INC | COM | 48203R104 | 10,447 | 379,623 | SH | SOLE | 0 | 0 | 379,623 | ||
INTERNATIONAL PAPER CO | COM | 460146103 | 10,379 | 185,600 | SH | SOLE | 0 | 0 | 185,600 | ||
AGILENT TECHNOLOGIES INC | COM | 00846U101 | 10,111 | 64,184 | SH | SOLE | 0 | 0 | 64,184 | ||
COINBASE GLOBAL INC | COM CL A | 19260Q107 | 10,077 | 44,298 | SH | SOLE | 0 | 0 | 44,298 | ||
EMERSON ELEC CO | COM | 291011104 | 9,693 | 102,897 | SH | SOLE | 0 | 0 | 102,897 | ||
HENRY JACK & ASSOC INC | COM | 426281101 | 9,615 | 58,607 | SH | SOLE | 0 | 0 | 58,607 | ||
GARMIN LTD | SHS | H2906T109 | 9,429 | 60,653 | SH | SOLE | 0 | 0 | 60,653 | ||
OPENDOOR TECHNOLOGIES INC | COM | 683712103 | 9,428 | 459,232 | SH | SOLE | 0 | 0 | 459,232 | ||
SMITH A O CORP | COM | 831865209 | 8,959 | 146,700 | SH | SOLE | 0 | 0 | 146,700 | ||
CUMMINS INC | COM | 231021106 | 8,937 | 39,800 | SH | SOLE | 0 | 0 | 39,800 | ||
HORMEL FOODS CORP | COM | 440452100 | 8,674 | 211,549 | SH | SOLE | 0 | 0 | 211,549 | ||
UGI CORP NEW | COM | 902681105 | 8,579 | 201,300 | SH | SOLE | 0 | 0 | 201,300 | ||
EPAM SYS INC | COM | 29414B104 | 8,272 | 14,500 | SH | SOLE | 0 | 0 | 14,500 | ||
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 7,930 | 10,900 | SH | SOLE | 0 | 0 | 10,900 | ||
EQUIFAX INC | COM | 294429105 | 7,917 | 31,242 | SH | SOLE | 0 | 0 | 31,242 | ||
ADVANCE AUTO PARTS INC | COM | 00751Y106 | 7,645 | 36,600 | SH | SOLE | 0 | 0 | 36,600 | ||
PACKAGING CORP AMER | COM | 695156109 | 7,559 | 55,000 | SH | SOLE | 0 | 0 | 55,000 | ||
TYSON FOODS INC | CL A | 902494103 | 7,397 | 93,700 | SH | SOLE | 0 | 0 | 93,700 | ||
UPSTART HLDGS INC | COM | 91680M107 | 7,352 | 23,234 | SH | SOLE | 0 | 0 | 23,234 | ||
IDEX CORP | COM | 45167R104 | 6,987 | 33,761 | SH | SOLE | 0 | 0 | 33,761 | ||
ADVANCED MICRO DEVICES INC | COM | 007903107 | 6,802 | 66,100 | SH | SOLE | 0 | 0 | 66,100 | ||
MASIMO CORP | COM | 574795100 | 6,632 | 24,500 | SH | SOLE | 0 | 0 | 24,500 | ||
EASTMAN CHEM CO | COM | 277432100 | 6,447 | 64,000 | SH | SOLE | 0 | 0 | 64,000 | ||
KELLOGG CO | COM | 487836108 | 6,338 | 99,157 | SH | SOLE | 0 | 0 | 99,157 | ||
FORTUNE BRANDS HOME & SEC IN | COM | 34964C106 | 6,285 | 70,283 | SH | SOLE | 0 | 0 | 70,283 | ||
QORVO INC | COM | 74736K101 | 6,270 | 37,500 | SH | SOLE | 0 | 0 | 37,500 | ||
MODERNA INC | COM | 60770K107 | 6,119 | 15,900 | SH | SOLE | 0 | 0 | 15,900 | ||
NVR INC | COM | 62944T105 | 5,724 | 1,194 | SH | SOLE | 0 | 0 | 1,194 | ||
VERISK ANALYTICS INC | COM | 92345Y106 | 5,665 | 28,289 | SH | SOLE | 0 | 0 | 28,289 | ||
JOHNSON CTLS INTL PLC | SHS | G51502105 | 5,589 | 82,100 | SH | SOLE | 0 | 0 | 82,100 | ||
D R HORTON INC | COM | 23331A109 | 5,550 | 66,100 | SH | SOLE | 0 | 0 | 66,100 | ||
IQVIA HLDGS INC | COM | 46266C105 | 5,471 | 22,840 | SH | SOLE | 0 | 0 | 22,840 | ||
AKAMAI TECHNOLOGIES INC | COM | 00971T101 | 5,313 | 50,800 | SH | SOLE | 0 | 0 | 50,800 | ||
UNION PAC CORP | COM | 907818108 | 5,233 | 26,700 | SH | SOLE | 0 | 0 | 26,700 | ||
OPEN TEXT CORP | COM | 683715106 | 5,132 | 105,300 | SH | SOLE | 0 | 0 | 105,300 | ||
VIPSHOP HOLDINGS LIMITED | SPONSORED ADS A | 92763W103 | 5,061 | 454,300 | SH | SOLE | 0 | 0 | 454,300 | ||
WESTERN UN CO | COM | 959802109 | 5,059 | 250,200 | SH | SOLE | 0 | 0 | 250,200 | ||
ALLEGION PLC | ORD SHS | G0176J109 | 4,914 | 37,179 | SH | SOLE | 0 | 0 | 37,179 | ||
CINTAS CORP | COM | 172908105 | 4,748 | 12,474 | SH | SOLE | 0 | 0 | 12,474 | ||
BROADRIDGE FINL SOLUTIONS IN | COM | 11133T103 | 4,685 | 28,112 | SH | SOLE | 0 | 0 | 28,112 | ||
PERKINELMER INC | COM | 714046109 | 3,968 | 22,900 | SH | SOLE | 0 | 0 | 22,900 | ||
WATERS CORP | COM | 941848103 | 3,716 | 10,400 | SH | SOLE | 0 | 0 | 10,400 | ||
VICTORIAS SECRET AND CO | COMMON STOCK | 926400102 | 3,603 | 65,199 | SH | SOLE | 0 | 0 | 65,199 | ||
NASDAQ INC | COM | 631103108 | 3,590 | 18,600 | SH | SOLE | 0 | 0 | 18,600 | ||
VERACYTE INC | COM | 92337F107 | 3,345 | 72,004 | SH | SOLE | 0 | 0 | 72,004 | ||
PRICE T ROWE GROUP INC | COM | 74144T108 | 3,246 | 16,500 | SH | SOLE | 0 | 0 | 16,500 | ||
WHIRLPOOL CORP | COM | 963320106 | 3,241 | 15,900 | SH | SOLE | 0 | 0 | 15,900 | ||
AMETEK INC | COM | 031100100 | 3,233 | 26,072 | SH | SOLE | 0 | 0 | 26,072 | ||
THE REALREAL INC | COM | 88339P101 | 3,182 | 241,444 | SH | SOLE | 0 | 0 | 241,444 | ||
AMPHENOL CORP NEW | CL A | 032095101 | 3,068 | 41,900 | SH | SOLE | 0 | 0 | 41,900 | ||
ROPER TECHNOLOGIES INC | COM | 776696106 | 3,034 | 6,800 | SH | SOLE | �� | 0 | 0 | 6,800 | |
RAYMOND JAMES FINL INC | COM | 754730109 | 2,796 | 30,300 | SH | SOLE | 0 | 0 | 30,300 | ||
AVANTOR INC | COM | 05352A100 | 2,761 | 67,500 | SH | SOLE | 0 | 0 | 67,500 | ||
CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 2,726 | 1,500 | SH | SOLE | 0 | 0 | 1,500 | ||
DOVER CORP | COM | 260003108 | 2,364 | 15,200 | SH | SOLE | 0 | 0 | 15,200 | ||
EATON CORP PLC | SHS | G29183103 | 2,270 | 15,200 | SH | SOLE | 0 | 0 | 15,200 | ||
CERNER CORP | COM | 156782104 | 1,939 | 27,495 | SH | SOLE | 0 | 0 | 27,495 | ||
ORGANON & CO | COMMON STOCK | 68622V106 | 1,885 | 57,500 | SH | SOLE | 0 | 0 | 57,500 | ||
OLD DOMINION FREIGHT LINE IN | COM | 679580100 | 1,516 | 5,300 | SH | SOLE | 0 | 0 | 5,300 | ||
STERIS PLC | SHS USD | G8473T100 | 1,512 | 7,400 | SH | SOLE | 0 | 0 | 7,400 | ||
SHERWIN WILLIAMS CO | COM | 824348106 | 1,399 | 5,000 | SH | SOLE | 0 | 0 | 5,000 | ||
DIGITALOCEAN HLDGS INC | COM | 25402D102 | 1,281 | 16,500 | SH | SOLE | 0 | 0 | 16,500 | ||
AMERICAN WTR WKS CO INC NEW | COM | 030420103 | 1,166 | 6,900 | SH | SOLE | 0 | 0 | 6,900 | ||
TRANSUNION | COM | 89400J107 | 1,033 | 9,200 | SH | SOLE | 0 | 0 | 9,200 | ||
NORDSON CORP | COM | 655663102 | 881 | 3,700 | SH | SOLE | 0 | 0 | 3,700 | ||
LULULEMON ATHLETICA INC | COM | 550021109 | 850 | 2,100 | SH | SOLE | 0 | 0 | 2,100 | ||
AIRBNB INC | COM CL A | 009066101 | 764 | 4,554 | SH | SOLE | 0 | 0 | 4,554 | ||
KEYSIGHT TECHNOLOGIES INC | COM | 49338L103 | 756 | 4,600 | SH | SOLE | 0 | 0 | 4,600 | ||
SNOWFLAKE INC | CL A | 833445109 | 237 | 782 | SH | SOLE | 0 | 0 | 782 |