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 |
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 373,371 | 559,576 | SH | SOLE | 0 | 0 | 559,576 | ||
MICROSOFT CORP | COM | 594918104 | 368,854 | 1,096,736 | SH | SOLE | 0 | 0 | 1,096,736 | ||
ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | 359,631 | 867,521 | SH | SOLE | 0 | 0 | 867,521 | ||
DANAHER CORPORATION | COM | 235851102 | 333,403 | 1,013,351 | SH | SOLE | 0 | 0 | 1,013,351 | ||
VISA INC | COM CL A | 92826C839 | 308,170 | 1,422,039 | SH | SOLE | 0 | 0 | 1,422,039 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 276,279 | 95,366 | SH | SOLE | 0 | 0 | 95,366 | ||
TEXAS INSTRS INC | COM | 882508104 | 272,199 | 1,444,255 | SH | SOLE | 0 | 0 | 1,444,255 | ||
META PLATFORMS INC | CL A | 30303M102 | 264,224 | 785,564 | SH | SOLE | 0 | 0 | 785,564 | ||
HOME DEPOT INC | COM | 437076102 | 260,954 | 628,789 | SH | SOLE | 0 | 0 | 628,789 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 250,026 | 497,920 | SH | SOLE | 0 | 0 | 497,920 | ||
ADOBE SYSTEMS INCORPORATED | COM | 00724F101 | 244,999 | 432,051 | SH | SOLE | 0 | 0 | 432,051 | ||
SERVICENOW INC | COM | 81762P102 | 231,148 | 356,100 | SH | SOLE | 0 | 0 | 356,100 | ||
PROCTER AND GAMBLE CO | COM | 742718109 | 228,335 | 1,395,859 | SH | SOLE | 0 | 0 | 1,395,859 | ||
APPLE INC | COM | 037833100 | 220,569 | 1,242,152 | SH | SOLE | 0 | 0 | 1,242,152 | ||
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 219,263 | 1,822,483 | SH | SOLE | 0 | 0 | 1,822,483 | ||
NEXTERA ENERGY INC | COM | 65339F101 | 214,740 | 2,300,132 | SH | SOLE | 0 | 0 | 2,300,132 | ||
JOHNSON & JOHNSON | COM | 478160104 | 210,465 | 1,230,288 | SH | SOLE | 0 | 0 | 1,230,288 | ||
EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 210,309 | 1,623,380 | SH | SOLE | 0 | 0 | 1,623,380 | ||
TARGET CORP | COM | 87612E106 | 206,732 | 893,241 | SH | SOLE | 0 | 0 | 893,241 | ||
ORACLE CORP | COM | 68389X105 | 196,873 | 2,257,464 | SH | SOLE | 0 | 0 | 2,257,464 | ||
ABBVIE INC | COM | 00287Y109 | 189,483 | 1,399,431 | SH | SOLE | 0 | 0 | 1,399,431 | ||
PEPSICO INC | COM | 713448108 | 188,473 | 1,084,984 | SH | SOLE | 0 | 0 | 1,084,984 | ||
LOWES COS INC | COM | 548661107 | 186,222 | 720,451 | SH | SOLE | 0 | 0 | 720,451 | ||
AMAZON COM INC | COM | 023135106 | 181,438 | 54,415 | SH | SOLE | 0 | 0 | 54,415 | ||
WALMART INC | COM | 931142103 | 173,843 | 1,201,489 | SH | SOLE | 0 | 0 | 1,201,489 | ||
COSTCO WHSL CORP NEW | COM | 22160K105 | 172,605 | 304,042 | SH | SOLE | 0 | 0 | 304,042 | ||
S&P GLOBAL INC | COM | 78409V104 | 166,450 | 352,700 | SH | SOLE | 0 | 0 | 352,700 | ||
GILEAD SCIENCES INC | COM | 375558103 | 156,791 | 2,159,365 | SH | SOLE | 0 | 0 | 2,159,365 | ||
EQUINIX INC | COM | 29444U700 | 151,295 | 178,869 | SH | SOLE | 0 | 0 | 178,869 | ||
CISCO SYS INC | COM | 17275R102 | 148,158 | 2,337,976 | SH | SOLE | 0 | 0 | 2,337,976 | ||
ANTHEM INC | COM | 036752103 | 143,266 | 309,069 | SH | SOLE | 0 | 0 | 309,069 | ||
ABBOTT LABS | COM | 002824100 | 140,290 | 996,800 | SH | SOLE | 0 | 0 | 996,800 | ||
QUALCOMM INC | COM | 747525103 | 134,947 | 737,941 | SH | SOLE | 0 | 0 | 737,941 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 130,435 | 691,670 | SH | SOLE | 0 | 0 | 691,670 | ||
AMGEN INC | COM | 031162100 | 122,718 | 545,486 | SH | SOLE | 0 | 0 | 545,486 | ||
BRISTOL-MYERS SQUIBB CO | COM | 110122108 | 112,913 | 1,810,957 | SH | SOLE | 0 | 0 | 1,810,957 | ||
MERCK & CO INC | COM | 58933Y105 | 108,730 | 1,418,709 | SH | SOLE | 0 | 0 | 1,418,709 | ||
BROADCOM INC | COM | 11135F101 | 108,129 | 162,500 | SH | SOLE | 0 | 0 | 162,500 | ||
CVS HEALTH CORP | COM | 126650100 | 100,586 | 975,046 | SH | SOLE | 0 | 0 | 975,046 | ||
HP INC | COM | 40434L105 | 97,334 | 2,583,873 | SH | SOLE | 0 | 0 | 2,583,873 | ||
DATADOG INC | CL A COM | 23804L103 | 96,909 | 544,095 | SH | SOLE | 0 | 0 | 544,095 | ||
GOLDMAN SACHS GROUP INC | COM | 38141G104 | 95,199 | 248,854 | SH | SOLE | 0 | 0 | 248,854 | ||
FORTINET INC | COM | 34959E109 | 89,699 | 249,581 | SH | SOLE | 0 | 0 | 249,581 | ||
UNITED PARCEL SERVICE INC | CL B | 911312106 | 87,429 | 407,900 | SH | SOLE | 0 | 0 | 407,900 | ||
ALTRIA GROUP INC | COM | 02209S103 | 87,373 | 1,843,700 | SH | SOLE | 0 | 0 | 1,843,700 | ||
AUTOZONE INC | COM | 053332102 | 86,996 | 41,498 | SH | SOLE | 0 | 0 | 41,498 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 83,614 | 232,700 | SH | SOLE | 0 | 0 | 232,700 | ||
ROBERT HALF INTL INC | COM | 770323103 | 83,425 | 748,072 | SH | SOLE | 0 | 0 | 748,072 | ||
FASTENAL CO | COM | 311900104 | 83,269 | 1,299,855 | SH | SOLE | 0 | 0 | 1,299,855 | ||
ADVANCED MICRO DEVICES INC | COM | 007903107 | 82,613 | 574,100 | SH | SOLE | 0 | 0 | 574,100 | ||
INTUIT | COM | 461202103 | 81,165 | 126,185 | SH | SOLE | 0 | 0 | 126,185 | ||
COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 81,133 | 914,480 | SH | SOLE | 0 | 0 | 914,480 | ||
COLGATE PALMOLIVE CO | COM | 194162103 | 79,519 | 931,796 | SH | SOLE | 0 | 0 | 931,796 | ||
PHILIP MORRIS INTL INC | COM | 718172109 | 75,789 | 797,780 | SH | SOLE | 0 | 0 | 797,780 | ||
METTLER TOLEDO INTERNATIONAL | COM | 592688105 | 75,787 | 44,654 | SH | SOLE | 0 | 0 | 44,654 | ||
OREILLY AUTOMOTIVE INC | COM | 67103H107 | 74,593 | 105,621 | SH | SOLE | 0 | 0 | 105,621 | ||
PFIZER INC | COM | 717081103 | 73,877 | 1,251,100 | SH | SOLE | 0 | 0 | 1,251,100 | ||
LILLY ELI & CO | COM | 532457108 | 73,566 | 266,332 | SH | SOLE | 0 | 0 | 266,332 | ||
BEST BUY INC | COM | 086516101 | 71,676 | 705,477 | SH | SOLE | 0 | 0 | 705,477 | ||
MOLINA HEALTHCARE INC | COM | 60855R100 | 70,882 | 222,843 | SH | SOLE | 0 | 0 | 222,843 | ||
APPLIED MATLS INC | COM | 038222105 | 69,690 | 442,868 | SH | SOLE | 0 | 0 | 442,868 | ||
DOMINOS PIZZA INC | COM | 25754A201 | 66,202 | 117,310 | SH | SOLE | 0 | 0 | 117,310 | ||
DOLLAR GEN CORP NEW | COM | 256677105 | 65,045 | 275,815 | SH | SOLE | 0 | 0 | 275,815 | ||
IDEXX LABS INC | COM | 45168D104 | 64,505 | 97,963 | SH | SOLE | 0 | 0 | 97,963 | ||
MCKESSON CORP | COM | 58155Q103 | 63,707 | 256,294 | SH | SOLE | 0 | 0 | 256,294 | ||
BILL COM HLDGS INC | COM | 090043100 | 60,427 | 242,532 | SH | SOLE | 0 | 0 | 242,532 | ||
LAUDER ESTEE COS INC | CL A | 518439104 | 57,459 | 155,211 | SH | SOLE | 0 | 0 | 155,211 | ||
INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 54,360 | 406,700 | SH | SOLE | 0 | 0 | 406,700 | ||
OTIS WORLDWIDE CORP | COM | 68902V107 | 54,192 | 622,400 | SH | SOLE | 0 | 0 | 622,400 | ||
HCA HEALTHCARE INC | COM | 40412C101 | 51,787 | 201,567 | SH | SOLE | 0 | 0 | 201,567 | ||
SYNOPSYS INC | COM | 871607107 | 50,420 | 136,825 | SH | SOLE | 0 | 0 | 136,825 | ||
ZEBRA TECHNOLOGIES CORPORATI | CL A | 989207105 | 50,294 | 84,500 | SH | SOLE | 0 | 0 | 84,500 | ||
NETAPP INC | COM | 64110D104 | 49,496 | 538,063 | SH | SOLE | 0 | 0 | 538,063 | ||
ZOETIS INC | CL A | 98978V103 | 49,137 | 201,356 | SH | SOLE | 0 | 0 | 201,356 | ||
CLOROX CO DEL | COM | 189054109 | 48,666 | 279,114 | SH | SOLE | 0 | 0 | 279,114 | ||
GRAINGER W W INC | COM | 384802104 | 48,076 | 92,767 | SH | SOLE | 0 | 0 | 92,767 | ||
KROGER CO | COM | 501044101 | 47,170 | 1,042,210 | SH | SOLE | 0 | 0 | 1,042,210 | ||
HERSHEY CO | COM | 427866108 | 46,445 | 240,063 | SH | SOLE | 0 | 0 | 240,063 | ||
KLA CORP | COM NEW | 482480100 | 45,953 | 106,841 | SH | SOLE | 0 | 0 | 106,841 | ||
SNAP ON INC | COM | 833034101 | 45,235 | 210,024 | SH | SOLE | 0 | 0 | 210,024 | ||
CADENCE DESIGN SYSTEM INC | COM | 127387108 | 43,047 | 231,000 | SH | SOLE | 0 | 0 | 231,000 | ||
QUEST DIAGNOSTICS INC | COM | 74834L100 | 42,651 | 246,525 | SH | SOLE | 0 | 0 | 246,525 | ||
BOOZ ALLEN HAMILTON HLDG COR | CL A | 099502106 | 42,615 | 502,600 | SH | SOLE | 0 | 0 | 502,600 | ||
TRACTOR SUPPLY CO | COM | 892356106 | 42,575 | 178,436 | SH | SOLE | 0 | 0 | 178,436 | ||
LKQ CORP | COM | 501889208 | 41,499 | 691,300 | SH | SOLE | 0 | 0 | 691,300 | ||
BLOCK INC | CL A | 852234103 | 40,108 | 248,331 | SH | SOLE | 0 | 0 | 248,331 | ||
BIOGEN INC | COM | 09062X103 | 39,928 | 166,422 | SH | SOLE | 0 | 0 | 166,422 | ||
LENNAR CORP | CL A | 526057104 | 39,494 | 340,000 | SH | SOLE | 0 | 0 | 340,000 | ||
HUMANA INC | COM | 444859102 | 39,244 | 84,603 | SH | SOLE | 0 | 0 | 84,603 | ||
OKTA INC | CL A | 679295105 | 39,123 | 174,526 | SH | SOLE | 0 | 0 | 174,526 | ||
GENERAL MLS INC | COM | 370334104 | 39,113 | 580,490 | SH | SOLE | 0 | 0 | 580,490 | ||
CHURCH & DWIGHT CO INC | COM | 171340102 | 38,427 | 374,899 | SH | SOLE | 0 | 0 | 374,899 | ||
SMUCKER J M CO | COM NEW | 832696405 | 38,043 | 280,100 | SH | SOLE | 0 | 0 | 280,100 | ||
BATH & BODY WORKS INC | COM | 070830104 | 37,261 | 533,900 | SH | SOLE | 0 | 0 | 533,900 | ||
CBRE GROUP INC | CL A | 12504L109 | 37,178 | 342,624 | SH | SOLE | 0 | 0 | 342,624 | ||
ROLLINS INC | COM | 775711104 | 36,101 | 1,055,284 | SH | SOLE | 0 | 0 | 1,055,284 | ||
WEST PHARMACEUTICAL SVSC INC | COM | 955306105 | 34,378 | 73,300 | SH | SOLE | 0 | 0 | 73,300 | ||
FOX CORP | CL A COM | 35137L105 | 34,180 | 926,300 | SH | SOLE | 0 | 0 | 926,300 | ||
WASTE MGMT INC DEL | COM | 94106L109 | 34,177 | 204,776 | SH | SOLE | 0 | 0 | 204,776 | ||
FARFETCH LTD | ORD SH CL A | 30744W107 | 32,330 | 967,095 | SH | SOLE | 0 | 0 | 967,095 | ||
PULTE GROUP INC | COM | 745867101 | 32,297 | 565,021 | SH | SOLE | 0 | 0 | 565,021 | ||
SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | 31,087 | 110,800 | SH | SOLE | 0 | 0 | 110,800 | ||
TENABLE HLDGS INC | COM | 88025T102 | 31,067 | 564,132 | SH | SOLE | 0 | 0 | 564,132 | ||
TWILIO INC | CL A | 90138F102 | 30,844 | 117,127 | SH | SOLE | 0 | 0 | 117,127 | ||
GUARDANT HEALTH INC | COM | 40131M109 | 30,804 | 307,978 | SH | SOLE | 0 | 0 | 307,978 | ||
TERADYNE INC | COM | 880770102 | 30,253 | 185,000 | SH | SOLE | 0 | 0 | 185,000 | ||
ACTIVISION BLIZZARD INC | COM | 00507V109 | 30,017 | 451,187 | SH | SOLE | 0 | 0 | 451,187 | ||
LOCKHEED MARTIN CORP | COM | 539830109 | 29,838 | 83,953 | SH | SOLE | 0 | 0 | 83,953 | ||
VEEVA SYS INC | CL A COM | 922475108 | 28,855 | 112,943 | SH | SOLE | 0 | 0 | 112,943 | ||
REGENERON PHARMACEUTICALS | COM | 75886F107 | 28,797 | 45,600 | SH | SOLE | 0 | 0 | 45,600 | ||
LABORATORY CORP AMER HLDGS | COM NEW | 50540R409 | 28,782 | 91,600 | SH | SOLE | 0 | 0 | 91,600 | ||
PAYCHEX INC | COM | 704326107 | 28,629 | 209,737 | SH | SOLE | 0 | 0 | 209,737 | ||
SEALED AIR CORP NEW | COM | 81211K100 | 28,587 | 423,700 | SH | SOLE | 0 | 0 | 423,700 | ||
LAM RESEARCH CORP | COM | 512807108 | 28,263 | 39,300 | SH | SOLE | 0 | 0 | 39,300 | ||
MONDELEZ INTL INC | CL A | 609207105 | 28,178 | 424,942 | SH | SOLE | 0 | 0 | 424,942 | ||
ARROW ELECTRS INC | COM | 042735100 | 28,089 | 209,200 | SH | SOLE | 0 | 0 | 209,200 | ||
HOLOGIC INC | COM | 436440101 | 26,781 | 349,800 | SH | SOLE | 0 | 0 | 349,800 | ||
AMERISOURCEBERGEN CORP | COM | 03073E105 | 26,449 | 199,029 | SH | SOLE | 0 | 0 | 199,029 | ||
ILLINOIS TOOL WKS INC | COM | 452308109 | 25,880 | 104,863 | SH | SOLE | 0 | 0 | 104,863 | ||
LULULEMON ATHLETICA INC | COM | 550021109 | 25,053 | 64,000 | SH | SOLE | 0 | 0 | 64,000 | ||
REPUBLIC SVCS INC | COM | 760759100 | 25,006 | 179,321 | SH | SOLE | 0 | 0 | 179,321 | ||
DOORDASH INC | CL A | 25809K105 | 24,965 | 167,660 | SH | SOLE | 0 | 0 | 167,660 | ||
GARTNER INC | COM | 366651107 | 24,799 | 74,178 | SH | SOLE | 0 | 0 | 74,178 | ||
EBAY INC. | COM | 278642103 | 24,758 | 372,300 | SH | SOLE | 0 | 0 | 372,300 | ||
GENUINE PARTS CO | COM | 372460105 | 24,227 | 172,800 | SH | SOLE | 0 | 0 | 172,800 | ||
F5 INC | COM | 315616102 | 23,933 | 97,800 | SH | SOLE | 0 | 0 | 97,800 | ||
LENNOX INTL INC | COM | 526107107 | 23,866 | 73,580 | SH | SOLE | 0 | 0 | 73,580 | ||
SEA LTD | SPONSORD ADS | 81141R100 | 23,266 | 104,000 | SH | SOLE | 0 | 0 | 104,000 | ||
EXPEDITORS INTL WASH INC | COM | 302130109 | 22,841 | 170,088 | SH | SOLE | 0 | 0 | 170,088 | ||
AVERY DENNISON CORP | COM | 053611109 | 21,289 | 98,300 | SH | SOLE | 0 | 0 | 98,300 | ||
RESMED INC | COM | 761152107 | 21,155 | 81,215 | SH | SOLE | 0 | 0 | 81,215 | ||
FACTSET RESH SYS INC | COM | 303075105 | 21,093 | 43,400 | SH | SOLE | 0 | 0 | 43,400 | ||
MCDONALDS CORP | COM | 580135101 | 19,944 | 74,400 | SH | SOLE | 0 | 0 | 74,400 | ||
ELECTRONIC ARTS INC | COM | 285512109 | 19,751 | 149,745 | SH | SOLE | 0 | 0 | 149,745 | ||
MORGAN STANLEY | COM NEW | 617446448 | 19,691 | 200,600 | SH | SOLE | 0 | 0 | 200,600 | ||
DOCUSIGN INC | COM | 256163106 | 19,343 | 126,995 | SH | SOLE | 0 | 0 | 126,995 | ||
MASCO CORP | COM | 574599106 | 18,049 | 257,031 | SH | SOLE | 0 | 0 | 257,031 | ||
NUCOR CORP | COM | 670346105 | 17,870 | 156,552 | SH | SOLE | 0 | 0 | 156,552 | ||
MOTOROLA SOLUTIONS INC | COM NEW | 620076307 | 17,777 | 65,427 | SH | SOLE | 0 | 0 | 65,427 | ||
BLACKROCK INC | COM | 09247X101 | 17,762 | 19,400 | SH | SOLE | 0 | 0 | 19,400 | ||
KEYSIGHT TECHNOLOGIES INC | COM | 49338L103 | 17,533 | 84,900 | SH | SOLE | 0 | 0 | 84,900 | ||
DAVITA INC | COM | 23918K108 | 17,184 | 151,056 | SH | SOLE | 0 | 0 | 151,056 | ||
TRIMBLE INC | COM | 896239100 | 16,668 | 191,164 | SH | SOLE | 0 | 0 | 191,164 | ||
KIMBERLY-CLARK CORP | COM | 494368103 | 16,627 | 116,340 | SH | SOLE | 0 | 0 | 116,340 | ||
DEERE & CO | COM | 244199105 | 16,527 | 48,200 | SH | SOLE | 0 | 0 | 48,200 | ||
CENTENE CORP DEL | COM | 15135B101 | 16,381 | 198,800 | SH | SOLE | 0 | 0 | 198,800 | ||
POOL CORP | COM | 73278L105 | 16,357 | 28,900 | SH | SOLE | 0 | 0 | 28,900 | ||
COINBASE GLOBAL INC | COM CL A | 19260Q107 | 16,328 | 64,698 | SH | SOLE | 0 | 0 | 64,698 | ||
EXTRA SPACE STORAGE INC | COM | 30225T102 | 15,486 | 68,300 | SH | SOLE | 0 | 0 | 68,300 | ||
CHECK POINT SOFTWARE TECH LT | ORD | M22465104 | 15,261 | 130,929 | SH | SOLE | 0 | 0 | 130,929 | ||
NORTONLIFELOCK INC | COM | 668771108 | 14,975 | 576,400 | SH | SOLE | 0 | 0 | 576,400 | ||
VERISK ANALYTICS INC | COM | 92345Y106 | 14,430 | 63,089 | SH | SOLE | 0 | 0 | 63,089 | ||
AMERICAN WTR WKS CO INC NEW | COM | 030420103 | 13,541 | 71,700 | SH | SOLE | 0 | 0 | 71,700 | ||
BAXTER INTL INC | COM | 071813109 | 13,314 | 155,100 | SH | SOLE | 0 | 0 | 155,100 | ||
HENRY SCHEIN INC | COM | 806407102 | 12,753 | 164,485 | SH | SOLE | 0 | 0 | 164,485 | ||
CINTAS CORP | COM | 172908105 | 12,752 | 28,774 | SH | SOLE | 0 | 0 | 28,774 | ||
CDW CORP | COM | 12514G108 | 12,614 | 61,600 | SH | SOLE | 0 | 0 | 61,600 | ||
SMITH A O CORP | COM | 831865209 | 12,594 | 146,700 | SH | SOLE | 0 | 0 | 146,700 | ||
GENERAC HLDGS INC | COM | 368736104 | 11,156 | 31,700 | SH | SOLE | 0 | 0 | 31,700 | ||
NUTANIX INC | CL A | 67059N108 | 11,034 | 346,341 | SH | SOLE | 0 | 0 | 346,341 | ||
CITRIX SYS INC | COM | 177376100 | 10,964 | 115,914 | SH | SOLE | 0 | 0 | 115,914 | ||
JFROG LTD | ORD SHS | M6191J100 | 10,829 | 364,620 | SH | SOLE | 0 | 0 | 364,620 | ||
3M CO | COM | 88579Y101 | 10,826 | 60,945 | SH | SOLE | 0 | 0 | 60,945 | ||
OLD DOMINION FREIGHT LINE IN | COM | 679580100 | 10,787 | 30,100 | SH | SOLE | 0 | 0 | 30,100 | ||
KELLOGG CO | COM | 487836108 | 10,279 | 159,557 | SH | SOLE | 0 | 0 | 159,557 | ||
AGILENT TECHNOLOGIES INC | COM | 00846U101 | 10,247 | 64,184 | SH | SOLE | 0 | 0 | 64,184 | ||
HENRY JACK & ASSOC INC | COM | 426281101 | 9,787 | 58,607 | SH | SOLE | 0 | 0 | 58,607 | ||
CERNER CORP | COM | 156782104 | 9,695 | 104,395 | SH | SOLE | 0 | 0 | 104,395 | ||
JAZZ PHARMACEUTICALS PLC | SHS USD | G50871105 | 9,571 | 75,124 | SH | SOLE | 0 | 0 | 75,124 | ||
EMERSON ELEC CO | COM | 291011104 | 9,566 | 102,897 | SH | SOLE | 0 | 0 | 102,897 | ||
UGI CORP NEW | COM | 902681105 | 9,242 | 201,300 | SH | SOLE | 0 | 0 | 201,300 | ||
EQUIFAX INC | COM | 294429105 | 9,147 | 31,242 | SH | SOLE | 0 | 0 | 31,242 | ||
ADVANCE AUTO PARTS INC | COM | 00751Y106 | 8,780 | 36,600 | SH | SOLE | 0 | 0 | 36,600 | ||
UNITED RENTALS INC | COM | 911363109 | 8,772 | 26,400 | SH | SOLE | 0 | 0 | 26,400 | ||
INTERNATIONAL PAPER CO | COM | 460146103 | 8,719 | 185,600 | SH | SOLE | 0 | 0 | 185,600 | ||
WHIRLPOOL CORP | COM | 963320106 | 8,424 | 35,900 | SH | SOLE | 0 | 0 | 35,900 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 8,407 | 15,100 | SH | SOLE | 0 | 0 | 15,100 | ||
EPAM SYS INC | COM | 29414B104 | 8,289 | 12,400 | SH | SOLE | 0 | 0 | 12,400 | ||
TYSON FOODS INC | CL A | 902494103 | 8,167 | 93,700 | SH | SOLE | 0 | 0 | 93,700 | ||
GARMIN LTD | SHS | H2906T109 | 8,109 | 59,553 | SH | SOLE | 0 | 0 | 59,553 | ||
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 8,084 | 12,400 | SH | SOLE | 0 | 0 | 12,400 | ||
IDEX CORP | COM | 45167R104 | 7,978 | 33,761 | SH | SOLE | 0 | 0 | 33,761 | ||
PACKAGING CORP AMER | COM | 695156109 | 7,311 | 53,700 | SH | SOLE | 0 | 0 | 53,700 | ||
MASIMO CORP | COM | 574795100 | 7,173 | 24,500 | SH | SOLE | 0 | 0 | 24,500 | ||
D R HORTON INC | COM | 23331A109 | 7,169 | 66,100 | SH | SOLE | 0 | 0 | 66,100 | ||
NVR INC | COM | 62944T105 | 7,055 | 1,194 | SH | SOLE | 0 | 0 | 1,194 | ||
ANSYS INC | COM | 03662Q105 | 6,819 | 17,000 | SH | SOLE | 0 | 0 | 17,000 | ||
UNION PAC CORP | COM | 907818108 | 6,727 | 26,700 | SH | SOLE | 0 | 0 | 26,700 | ||
JOHNSON CTLS INTL PLC | SHS | G51502105 | 6,676 | 82,100 | SH | SOLE | 0 | 0 | 82,100 | ||
INMODE LTD | SHS | M5425M103 | 6,663 | 94,400 | SH | SOLE | 0 | 0 | 94,400 | ||
IQVIA HLDGS INC | COM | 46266C105 | 6,444 | 22,840 | SH | SOLE | 0 | 0 | 22,840 | ||
FORTUNE BRANDS HOME & SEC IN | COM | 34964C106 | 6,348 | 59,383 | SH | SOLE | 0 | 0 | 59,383 | ||
AKAMAI TECHNOLOGIES INC | COM | 00971T101 | 5,946 | 50,800 | SH | SOLE | 0 | 0 | 50,800 | ||
FAIR ISAAC CORP | COM | 303250104 | 5,898 | 13,600 | SH | SOLE | 0 | 0 | 13,600 | ||
JUNIPER NETWORKS INC | COM | 48203R104 | 5,504 | 154,123 | SH | SOLE | 0 | 0 | 154,123 | ||
NORDSON CORP | COM | 655663102 | 5,156 | 20,200 | SH | SOLE | 0 | 0 | 20,200 | ||
OPEN TEXT CORP | COM | 683715106 | 5,000 | 105,300 | SH | SOLE | 0 | 0 | 105,300 | ||
ETSY INC | COM | 29786A106 | 4,992 | 22,800 | SH | SOLE | 0 | 0 | 22,800 | ||
ALLEGION PLC | ORD SHS | G0176J109 | 4,924 | 37,179 | SH | SOLE | 0 | 0 | 37,179 | ||
PERKINELMER INC | COM | 714046109 | 4,604 | 22,900 | SH | SOLE | 0 | 0 | 22,900 | ||
COPART INC | COM | 217204106 | 4,488 | 29,600 | SH | SOLE | 0 | 0 | 29,600 | ||
WATERS CORP | COM | 941848103 | 4,471 | 12,000 | SH | SOLE | 0 | 0 | 12,000 | ||
WESTERN UN CO | COM | 959802109 | 4,464 | 250,200 | SH | SOLE | 0 | 0 | 250,200 | ||
KKR & CO INC | COM | 48251W104 | 4,269 | 57,300 | SH | SOLE | 0 | 0 | 57,300 | ||
UNITY SOFTWARE INC | COM | 91332U101 | 4,249 | 29,715 | SH | SOLE | 0 | 0 | 29,715 | ||
SIRIUS XM HOLDINGS INC | COM | 82968B103 | 3,940 | 620,500 | SH | SOLE | 0 | 0 | 620,500 | ||
ANALOG DEVICES INC | COM | 032654105 | 3,937 | 22,400 | SH | SOLE | 0 | 0 | 22,400 | ||
NASDAQ INC | COM | 631103108 | 3,906 | 18,600 | SH | SOLE | 0 | 0 | 18,600 | ||
CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 3,846 | 2,200 | SH | SOLE | 0 | 0 | 2,200 | ||
AMETEK INC | COM | 031100100 | 3,834 | 26,072 | SH | SOLE | 0 | 0 | 26,072 | ||
STERIS PLC | SHS USD | G8473T100 | 3,749 | 15,400 | SH | SOLE | 0 | 0 | 15,400 | ||
AMPHENOL CORP NEW | CL A | 032095101 | 3,665 | 41,900 | SH | SOLE | 0 | 0 | 41,900 | ||
AUTOMATIC DATA PROCESSING IN | COM | 053015103 | 3,600 | 14,600 | SH | SOLE | 0 | 0 | 14,600 | ||
NXP SEMICONDUCTORS N V | COM | N6596X109 | 3,599 | 15,800 | SH | SOLE | 0 | 0 | 15,800 | ||
UPSTART HLDGS INC | COM | 91680M107 | 3,515 | 23,234 | SH | SOLE | 0 | 0 | 23,234 | ||
TYLER TECHNOLOGIES INC | COM | 902252105 | 3,389 | 6,300 | SH | SOLE | 0 | 0 | 6,300 | ||
ROPER TECHNOLOGIES INC | COM | 776696106 | 3,345 | 6,800 | SH | SOLE | 0 | 0 | 6,800 | ||
PRICE T ROWE GROUP INC | COM | 74144T108 | 3,245 | 16,500 | SH | SOLE | 0 | 0 | 16,500 | ||
RAYMOND JAMES FINL INC | COM | 754730109 | 3,042 | 30,300 | SH | SOLE | 0 | 0 | 30,300 | ||
VERACYTE INC | COM | 92337F107 | 2,967 | 72,004 | SH | SOLE | 0 | 0 | 72,004 | ||
AVANTOR INC | COM | 05352A100 | 2,844 | 67,500 | SH | SOLE | 0 | 0 | 67,500 | ||
AIRBNB INC | COM CL A | 009066101 | 2,813 | 16,893 | SH | SOLE | 0 | 0 | 16,893 | ||
THE REALREAL INC | COM | 88339P101 | 2,803 | 241,444 | SH | SOLE | 0 | 0 | 241,444 | ||
DOVER CORP | COM | 260003108 | 2,760 | 15,200 | SH | SOLE | 0 | 0 | 15,200 | ||
HORIZON THERAPEUTICS PUB L | SHS | G46188101 | 2,748 | 25,500 | SH | SOLE | 0 | 0 | 25,500 | ||
EATON CORP PLC | SHS | G29183103 | 2,627 | 15,200 | SH | SOLE | 0 | 0 | 15,200 | ||
DIGITALOCEAN HLDGS INC | COM | 25402D102 | 2,602 | 32,394 | SH | SOLE | 0 | 0 | 32,394 | ||
MONOLITHIC PWR SYS INC | COM | 609839105 | 2,516 | 5,100 | SH | SOLE | 0 | 0 | 5,100 | ||
CSX CORP | COM | 126408103 | 1,846 | 49,100 | SH | SOLE | 0 | 0 | 49,100 | ||
SHERWIN WILLIAMS CO | COM | 824348106 | 1,761 | 5,000 | SH | SOLE | 0 | 0 | 5,000 | ||
ON SEMICONDUCTOR CORP | COM | 682189105 | 1,542 | 22,700 | SH | SOLE | 0 | 0 | 22,700 | ||
KNIGHT-SWIFT TRANSN HLDGS IN | CL A | 499049104 | 1,487 | 24,400 | SH | SOLE | 0 | 0 | 24,400 | ||
TRANSUNION | COM | 89400J107 | 1,091 | 9,200 | SH | SOLE | 0 | 0 | 9,200 | ||
HUNT J B TRANS SVCS INC | COM | 445658107 | 879 | 4,300 | SH | SOLE | 0 | 0 | 4,300 | ||
THREDUP INC | CL A | 88556E102 | 813 | 63,700 | SH | SOLE | 0 | 0 | 63,700 | ||
VIPSHOP HOLDINGS LIMITED | SPONSORED ADS A | 92763W103 | 738 | 87,800 | SH | SOLE | 0 | 0 | 87,800 | ||
SNOWFLAKE INC | CL A | 833445109 | 265 | 782 | SH | SOLE | 0 | 0 | 782 |