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
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBOTT LABS COM 002824100 8,380 91,563 SH   SOLE   91,563 0 0
ABBVIE INC COM 00287Y109 60,332 612,735 SH   SOLE   612,735 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 21,157 98,273 SH   SOLE   98,273 0 0
ACTIVISION BLIZZARD INC COM 00507V109 51,607 678,013 SH   SOLE   678,013 0 0
ADOBE INC COM 00724F101 15,151 34,704 SH   SOLE   34,704 0 0
ADVANCED ENERGY INDS COM 007973100 18,177 267,497 SH   SOLE   267,497 0 0
AES CORP COM 00130H105 12,340 848,935 SH   SOLE   848,935 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 19,667 221,836 SH   SOLE   221,836 0 0
AGNC INVT CORP COM 00123Q104 56,429 4,357,783 SH   SOLE   4,357,783 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 27,425 255,219 SH   SOLE   255,219 0 0
ALPHABET INC CAP STK CL C 02079K107 85,528 60,376 SH   SOLE   60,376 0 0
ALPHABET INC CAP STK CL A 02079K305 10,253 7,206 SH   SOLE   7,206 0 0
ALTICE USA INC CL A 02156K103 3,389 150,000 SH   SOLE   150,000 0 0
AMAZON COM INC COM 023135106 334,814 121,125 SH   SOLE   121,125 0 0
AMEDISYS INC COM 023436108 10,409 52,335 SH   SOLE   52,335 0 0
AMGEN INC COM 031162100 17,687 74,867 SH   SOLE   74,867 0 0
ANNALY CAPITAL MANAGEMENT IN COM 035710409 46,208 7,019,874 SH   SOLE   7,019,874 0 0
ANSYS INC COM 03662Q105 5,004 17,123 SH   SOLE   17,123 0 0
ANTHEM INC COM 036752103 52,924 200,817 SH   SOLE   200,817 0 0
APPLE INC COM 037833100 210,560 576,168 SH   SOLE   576,168 0 0
APPLIED MATLS INC COM 038222105 2,966 48,958 SH   SOLE   48,958 0 0
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 9,023 276,782 SH   SOLE   276,782 0 0
AT&T INC COM 00206R102 14,245 470,147 SH   SOLE   470,147 0 0
AUTOLIV INC COM 052800109 4,590 70,927 SH   SOLE   70,927 0 0
AVERY DENNISON CORP COM 053611109 20,749 181,247 SH   SOLE   181,247 0 0
BARRICK GOLD CORPORATION COM 067901108 82,358 3,048,082 SH   SOLE   3,048,082 0 0
BECTON DICKINSON & CO COM 075887109 27,186 113,227 SH   SOLE   113,227 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 10,207 57,000 SH   SOLE   57,000 0 0
BEST BUY INC COM 086516101 30,304 346,125 SH   SOLE   346,125 0 0
BIO RAD LABS INC CL A 090572207 89,745 198,258 SH   SOLE   198,258 0 0
BIOGEN INC COM 09062X103 5,684 21,186 SH   SOLE   21,186 0 0
BIOXCEL THERAPEUTICS INC COM 09075P105 37,283 701,498 SH   SOLE   701,498 0 0
BLACKROCK INC COM 09247X101 27,128 49,737 SH   SOLE   49,737 0 0
BLACKSTONE GROUP INC COM CL A 09260D107 41,817 735,778 SH   SOLE   735,778 0 0
BLOOM ENERGY CORP COM CL A 093712107 5,089 467,464 SH   SOLE   467,464 0 0
BOOKING HOLDINGS INC COM 09857L108 100,266 62,707 SH   SOLE   62,707 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 106,125 1,360,754 SH   SOLE   1,360,754 0 0
BORR DRILLING LTD SHS G1466R207 13,941 12,549,461 SH   SOLE   12,549,461 0 0
BOSTON SCIENTIFIC CORP COM 101137107 2,894 82,349 SH   SOLE   82,349 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 16,953 144,446 SH   SOLE   144,446 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 71,767 1,217,082 SH   SOLE   1,217,082 0 0
BRIXMOR PPTY GROUP INC COM 11120U105 11,288 878,936 SH   SOLE   878,936 0 0
BROADCOM INC COM 11135F101 160,873 508,291 SH   SOLE   508,291 0 0
BRP INC COM SUN VTG 05577W200 1,650 38,700 SH   SOLE   38,700 0 0
BURLINGTON STORES INC COM 122017106 54,842 277,471 SH   SOLE   277,471 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 35,609 370,231 SH   SOLE   370,231 0 0
CAMECO CORP COM 13321L108 12,575 1,225,562 SH   SOLE   1,225,562 0 0
CAPITAL ONE FINL CORP COM 14040H105 6,841 109,189 SH   SOLE   109,189 0 0
CARDINAL HEALTH INC COM 14149Y108 9,733 185,911 SH   SOLE   185,911 0 0
CARGURUS INC COM CL A 141788109 536 21,069 SH   SOLE   21,069 0 0
CARLYLE GROUP INC COM 14316J108 38,796 1,387,021 SH   SOLE   1,387,021 0 0
CATERPILLAR INC DEL COM 149123101 17,297 136,379 SH   SOLE   136,379 0 0
CBRE GROUP INC CL A 12504L109 10,225 225,381 SH   SOLE   225,381 0 0
CENTENE CORP DEL COM 15135B101 59,838 938,778 SH   SOLE   938,778 0 0
CHEGG INC COM 163092109 12,089 179,316 SH   SOLE   179,316 0 0
CHURCHILL DOWNS INC COM 171484108 45,336 339,800 SH   SOLE   339,800 0 0
CIGNA CORP NEW COM 125523100 4,301 22,906 SH   SOLE   22,906 0 0
CISCO SYS INC COM 17275R102 178,684 3,818,552 SH   SOLE   3,818,552 0 0
CIT GROUP INC COM NEW 125581801 10,045 483,658 SH   SOLE   483,658 0 0
CITIGROUP INC COM NEW 172967424 94,780 1,849,064 SH   SOLE   1,849,064 0 0
CITIZENS FINANCIAL GROUP INC COM 174610105 14,954 590,528 SH   SOLE   590,528 0 0
CLARIVATE PLC ORD SHS G21810109 13,460 601,860 SH   SOLE   601,860 0 0
CLEAN HARBORS INC COM 184496107 27,602 459,155 SH   SOLE   459,155 0 0
COCA COLA CO COM 191216100 66,626 1,487,566 SH   SOLE   1,487,566 0 0
COLFAX CORP COM 194014106 10,373 371,152 SH   SOLE   371,152 0 0
COLGATE PALMOLIVE CO COM 194162103 9,699 131,976 SH   SOLE   131,976 0 0
COMCAST CORP NEW CL A 20030N101 36,684 939,212 SH   SOLE   939,212 0 0
COMERICA INC COM 200340107 17,836 466,552 SH   SOLE   466,552 0 0
COMMVAULT SYSTEMS INC COM 204166102 3,895 100,443 SH   SOLE   100,443 0 0
CONOCOPHILLIPS COM 20825C104 12,220 289,865 SH   SOLE   289,865 0 0
COPART INC COM 217204106 15,863 190,206 SH   SOLE   190,206 0 0
CORNING INC COM 219350105 21,792 838,368 SH   SOLE   838,368 0 0
COSTAR GROUP INC COM 22160N109 24,332 34,089 SH   SOLE   34,089 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 15,898 158,096 SH   SOLE   158,096 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 76,888 458,421 SH   SOLE   458,421 0 0
CVS HEALTH CORP COM 126650100 51,753 794,352 SH   SOLE   794,352 0 0
D R HORTON INC COM 23331A109 8,702 156,502 SH   SOLE   156,502 0 0
DARDEN RESTAURANTS INC COM 237194105 10,688 140,836 SH   SOLE   140,836 0 0
DENTSPLY SIRONA INC COM 24906P109 44,114 998,976 SH   SOLE   998,976 0 0
DIGITAL RLTY TR INC COM 253868103 17,078 119,760 SH   SOLE   119,760 0 0
DISCOVER FINL SVCS COM 254709108 7,478 149,106 SH   SOLE   149,106 0 0
DOCUSIGN INC COM 256163106 19,432 112,642 SH   SOLE   112,642 0 0
EBAY INC. COM 278642103 13,623 258,915 SH   SOLE   258,915 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 5,969 86,304 SH   SOLE   86,304 0 0
ELASTIC N V ORD SHS N14506104 19,304 208,870 SH   SOLE   208,870 0 0
ENBRIDGE INC COM 29250N105 4,809 157,932 SH   SOLE   157,932 0 0
ENVISTA HOLDINGS CORPORATION COM 29415F104 18,975 898,191 SH   SOLE   898,191 0 0
EQUINIX INC COM 29444U700 29,862 42,417 SH   SOLE   42,417 0 0
EQUITABLE HLDGS INC COM 29452E101 42,623 2,201,498 SH   SOLE   2,201,498 0 0
ESSENTIAL UTILS INC COM 29670G102 9,898 233,858 SH   SOLE   233,858 0 0
EVERGY INC COM 30034W106 2,668 44,954 SH   SOLE   44,954 0 0
EVERTEC INC COM 30040P103 13,882 491,571 SH   SOLE   491,571 0 0
EXACT SCIENCES CORP COM 30063P105 10,082 115,748 SH   SOLE   115,748 0 0
EXELON CORP COM 30161N101 5,367 147,399 SH   SOLE   147,399 0 0
FACEBOOK INC CL A 30303M102 104,074 457,189 SH   SOLE   457,189 0 0
FEDERATED HERMES INC CL B 314211103 12,204 513,366 SH   SOLE   513,366 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 177,249 1,318,355 SH   SOLE   1,318,355 0 0
FIFTH THIRD BANCORP COM 316773100 552 28,560 SH   SOLE   28,560 0 0
FIRST AMERN FINL CORP COM 31847R102 9,509 197,547 SH   SOLE   197,547 0 0
FIRST FNDTN INC COM 32026V104 4,343 264,919 SH   SOLE   264,919 0 0
FIRSTENERGY CORP COM 337932107 6,437 165,771 SH   SOLE   165,771 0 0
FISERV INC COM 337738108 15,054 153,830 SH   SOLE   153,830 0 0
FIVE BELOW INC COM 33829M101 15,964 149,079 SH   SOLE   149,079 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 10,484 181,485 SH   SOLE   181,485 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 47,835 746,255 SH   SOLE   746,255 0 0
FRANCO NEV CORP COM 351858105 45,257 323,460 SH   SOLE   323,460 0 0
FTI CONSULTING INC COM 302941109 14,761 128,542 SH   SOLE   128,542 0 0
GENERAL DYNAMICS CORP COM 369550108 9,176 61,213 SH   SOLE   61,213 0 0
GENERAL MTRS CO COM 37045V100 46,508 1,832,352 SH   SOLE   1,832,352 0 0
GILEAD SCIENCES INC COM 375558103 6,183 80,252 SH   SOLE   80,252 0 0
GROCERY OUTLET HLDG CORP COM 39874R101 10,272 251,176 SH   SOLE   251,176 0 0
HENRY JACK & ASSOC INC COM 426281101 19,179 104,046 SH   SOLE   104,046 0 0
HESS CORP COM 42809H107 21,281 409,479 SH   SOLE   409,479 0 0
HOME DEPOT INC COM 437076102 49,472 197,030 SH   SOLE   197,030 0 0
HONEYWELL INTL INC COM 438516106 9,640 66,559 SH   SOLE   66,559 0 0
HOWMET AEROSPACE INC COM 443201108 4,428 278,489 SH   SOLE   278,489 0 0
HP INC COM 40434L105 34,726 1,986,046 SH   SOLE   1,986,046 0 0
HUMANA INC COM 444859102 53,216 136,859 SH   SOLE   136,859 0 0
ILLUMINA INC COM 452327109 18,683 50,313 SH   SOLE   50,313 0 0
INFOSYS LTD SPONSORED ADR 456788108 628 64,998 SH   SOLE   64,998 0 0
INTEL CORP COM 458140100 23,956 399,217 SH   SOLE   399,217 0 0
INTERPUBLIC GROUP COS INC COM 460690100 5,733 333,015 SH   SOLE   333,015 0 0
IQVIA HLDGS INC COM 46266C105 1,217 8,571 SH   SOLE   8,571 0 0
ITT INC COM 45073V108 6,401 108,741 SH   SOLE   108,741 0 0
JACOBS ENGR GROUP INC COM 469814107 19,453 228,817 SH   SOLE   228,817 0 0
JOHNSON & JOHNSON COM 478160104 103,015 731,474 SH   SOLE   731,474 0 0
JPMORGAN CHASE & CO COM 46625H100 42,143 447,346 SH   SOLE   447,346 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 9,159 61,222 SH   SOLE   61,222 0 0
KB HOME COM 48666K109 6,918 224,787 SH   SOLE   224,787 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 35,567 850,897 SH   SOLE   850,897 0 0
KORNIT DIGITAL LTD SHS M6372Q113 23,730 444,327 SH   SOLE   444,327 0 0
LAM RESEARCH CORP COM 512807108 15,348 47,421 SH   SOLE   47,421 0 0
LAMAR ADVERTISING CO NEW CL A 512816109 18,879 282,484 SH   SOLE   282,484 0 0
LAMB WESTON HLDGS INC COM 513272104 55,804 871,177 SH   SOLE   871,177 0 0
LEVI STRAUSS & CO NEW CL A COM STK 52736R102 8,943 666,155 SH   SOLE   666,155 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 67,700 545,626 SH   SOLE   545,626 0 0
LILLY ELI & CO COM 532457108 6,779 41,189 SH   SOLE   41,189 0 0
LINDE PLC SHS G5494J103 116,024 545,611 SH   SOLE   545,611 0 0
LOCKHEED MARTIN CORP COM 539830109 24,566 67,224 SH   SOLE   67,224 0 0
LOWES COS INC COM 548661107 35,636 263,058 SH   SOLE   263,058 0 0
LPL FINL HLDGS INC COM 50212V100 37,433 476,310 SH   SOLE   476,310 0 0
LULULEMON ATHLETICA INC COM 550021109 7,939 25,411 SH   SOLE   25,411 0 0
LUMENTUM HLDGS INC COM 55024U109 3,306 40,469 SH   SOLE   40,469 0 0
MARSH & MCLENNAN COS INC COM 571748102 3,954 36,721 SH   SOLE   36,721 0 0
MASCO CORP COM 574599106 11,618 230,930 SH   SOLE   230,930 0 0
MASTERCARD INCORPORATED CL A 57636Q104 18,865 63,620 SH   SOLE   63,620 0 0
MCDONALDS CORP COM 580135101 25,271 136,937 SH   SOLE   136,937 0 0
MCKESSON CORP COM 58155Q103 9,311 60,493 SH   SOLE   60,493 0 0
MERCK & CO. INC COM 58933Y105 34,833 449,042 SH   SOLE   449,042 0 0
METLIFE INC COM 59156R108 112,639 3,074,920 SH   SOLE   3,074,920 0 0
MICRON TECHNOLOGY INC COM 595112103 36,412 704,972 SH   SOLE   704,972 0 0
MICROSOFT CORP COM 594918104 236,157 1,156,848 SH   SOLE   1,156,848 0 0
MOBILE MINI INC COM 60740F105 8,296 280,144 SH   SOLE   280,144 0 0
MOLINA HEALTHCARE INC COM 60855R100 28,864 161,838 SH   SOLE   161,838 0 0
MONDELEZ INTL INC CL A 609207105 46,522 907,374 SH   SOLE   907,374 0 0
MSCI INC COM 55354G100 15,027 44,876 SH   SOLE   44,876 0 0
NEW RELIC INC COM 64829B100 86,968 1,259,618 SH   SOLE   1,259,618 0 0
NEWMONT CORP COM 651639106 15,843 255,793 SH   SOLE   255,793 0 0
NEXTERA ENERGY INC COM 65339F101 67,564 280,628 SH   SOLE   280,628 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 79,696 1,549,831 SH   SOLE   1,549,831 0 0
NIKE INC CL B 654106103 11,804 120,262 SH   SOLE   120,262 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105 19,379 901,897 SH   SOLE   901,897 0 0
NORFOLK SOUTHERN CORP COM 655844108 97,385 552,689 SH   SOLE   552,689 0 0
NORTHROP GRUMMAN CORP COM 666807102 9,267 30,039 SH   SOLE   30,039 0 0
NRG ENERGY INC COM NEW 629377508 2,504 76,789 SH   SOLE   76,789 0 0
NVIDIA CORPORATION COM 67066G104 25,535 67,140 SH   SOLE   67,140 0 0
OGE ENERGY CORP COM 670837103 7,569 248,444 SH   SOLE   248,444 0 0
ORACLE CORP COM 68389X105 46,281 836,408 SH   SOLE   836,408 0 0
PACCAR INC COM 693718108 3,206 42,789 SH   SOLE   42,789 0 0
PALOMAR HLDGS INC COM 69753M105 11,392 132,542 SH   SOLE   132,542 0 0
PARKER HANNIFIN CORP COM 701094104 7,884 42,942 SH   SOLE   42,942 0 0
PAYPAL HLDGS INC COM 70450Y103 17,422 99,661 SH   SOLE   99,661 0 0
PERKINELMER INC COM 714046109 20,471 207,991 SH   SOLE   207,991 0 0
PFIZER INC COM 717081103 16,765 511,570 SH   SOLE   511,570 0 0
PING IDENTITY HLDG CORP COM 72341T103 2,592 80,538 SH   SOLE   80,538 0 0
PINTEREST INC CL A 72352L106 9,864 444,280 SH   SOLE   444,280 0 0
POOL CORPORATION COM 73278L105 95,839 351,777 SH   SOLE   351,777 0 0
POTLATCHDELTIC CORPORATION COM 737630103 5,903 154,839 SH   SOLE   154,839 0 0
PPG INDS INC COM 693506107 25,616 240,668 SH   SOLE   240,668 0 0
PRA HEALTH SCIENCES INC COM 69354M108 7,563 77,601 SH   SOLE   77,601 0 0
PRICE T ROWE GROUP INC COM 74144T108 11,708 94,423 SH   SOLE   94,423 0 0
PRIMERICA INC COM 74164M108 8,368 71,507 SH   SOLE   71,507 0 0
PROCTER AND GAMBLE CO COM 742718109 24,800 206,926 SH   SOLE   206,926 0 0
PROGRESSIVE CORP OHIO COM 743315103 55,888 695,931 SH   SOLE   695,931 0 0
PROOFPOINT INC COM 743424103 16,037 143,975 SH   SOLE   143,975 0 0
PULTE GROUP INC COM 745867101 9,251 270,815 SH   SOLE   270,815 0 0
QUALCOMM INC COM 747525103 9,438 103,134 SH   SOLE   103,134 0 0
RALPH LAUREN CORP CL A 751212101 9,631 132,551 SH   SOLE   132,551 0 0
REXFORD INDL RLTY INC COM 76169C100 10,185 245,389 SH   SOLE   245,389 0 0
ROSS STORES INC COM 778296103 716 8,378 SH   SOLE   8,378 0 0
RYDER SYS INC COM 783549108 18,544 492,576 SH   SOLE   492,576 0 0
S&P GLOBAL INC COM 78409V104 138,386 419,341 SH   SOLE   419,341 0 0
SAIA INC COM 78709Y105 20,868 187,349 SH   SOLE   187,349 0 0
SAILPOINT TECHNLGIES HLDGS I COM 78781P105 7,033 265,224 SH   SOLE   265,224 0 0
SALESFORCE COM INC COM 79466L302 10,853 57,704 SH   SOLE   57,704 0 0
SCHWAB CHARLES CORP COM 808513105 20,345 601,089 SH   SOLE   601,089 0 0
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 43,242 1,208,048 SH   SOLE   1,208,048 0 0
SERVICENOW INC COM 81762P102 12,805 31,512 SH   SOLE   31,512 0 0
SHERWIN WILLIAMS CO COM 824348106 4,270 7,367 SH   SOLE   7,367 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 4,708 36,813 SH   SOLE   36,813 0 0
SMARTSHEET INC COM CL A 83200N103 59,729 1,171,177 SH   SOLE   1,171,177 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 7,855 138,591 SH   SOLE   138,591 0 0
SVB FINANCIAL GROUP COM 78486Q101 4,109 19,038 SH   SOLE   19,038 0 0
SYNCHRONY FINANCIAL COM 87165B103 31,340 1,409,727 SH   SOLE   1,409,727 0 0
SYNOPSYS INC COM 871607107 21,968 112,278 SH   SOLE   112,278 0 0
TABULA RASA HEALTHCARE INC COM 873379101 12,317 224,705 SH   SOLE   224,705 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 15,323 269,520 SH   SOLE   269,520 0 0
TAYLOR MORRISON HOME CORP COM 87724P106 8,067 416,862 SH   SOLE   416,862 0 0
TCF FINANCIAL CORPORATION NE COM 872307103 5,817 197,238 SH   SOLE   197,238 0 0
TELADOC HEALTH INC COM 87918A105 13,478 70,476 SH   SOLE   70,476 0 0
TERADATA CORP DEL COM 88076W103 12,623 605,378 SH   SOLE   605,378 0 0
TERRENO RLTY CORP COM 88146M101 16,369 310,487 SH   SOLE   310,487 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 618 50,000 SH   SOLE   50,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 91,730 252,730 SH   SOLE   252,730 0 0
TJX COS INC NEW COM 872540109 6,105 120,568 SH   SOLE   120,568 0 0
T-MOBILE US INC COM 872590104 118,845 1,137,605 SH   SOLE   1,137,605 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 6,704 75,257 SH   SOLE   75,257 0 0
TRANSUNION COM 89400J107 60,652 695,104 SH   SOLE   695,104 0 0
TUFIN SOFTWARE TECHNOLOGIS L SHS M8893U102 3,838 401,235 SH   SOLE   401,235 0 0
UBS GROUP AG SHS H42097107 3,463 300,000 SH   SOLE   300,000 0 0
UNDER ARMOUR INC CL C 904311206 3,227 364,385 SH   SOLE   364,385 0 0
UNION PAC CORP COM 907818108 12,312 72,635 SH   SOLE   72,635 0 0
UNITEDHEALTH GROUP INC COM 91324P102 46,890 158,727 SH   SOLE   158,727 0 0
US BANCORP DEL COM NEW 902973304 3,283 89,067 SH   SOLE   89,067 0 0
V F CORP COM 918204108 3,822 62,514 SH   SOLE   62,514 0 0
VALE S A SPONSORED ADS 91912E105 13,776 1,330,850 SH   SOLE   1,330,850 0 0
VARONIS SYS INC COM 922280102 39,829 449,237 SH   SOLE   449,237 0 0
VERISK ANALYTICS INC COM 92345Y106 4,471 26,224 SH   SOLE   26,224 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 48,232 872,962 SH   SOLE   872,962 0 0
VIACOMCBS INC CL B 92556H206 7,944 339,681 SH   SOLE   339,681 0 0
VICOR CORP COM 925815102 10,364 143,892 SH   SOLE   143,892 0 0
VISA INC COM CL A 92826C839 120,883 625,063 SH   SOLE   625,063 0 0
VONAGE HLDGS CORP COM 92886T201 19,460 1,931,183 SH   SOLE   1,931,183 0 0
VOYA FINANCIAL INC COM 929089100 31,548 674,032 SH   SOLE   674,032 0 0
WATERS CORP COM 941848103 11,884 65,669 SH   SOLE   65,669 0 0
WESCO INTL INC COM 95082P105 8,396 238,911 SH   SOLE   238,911 0 0
WESTERN ALLIANCE BANCORP COM 957638109 12,910 340,134 SH   SOLE   340,134 0 0
WESTERN DIGITAL CORP. COM 958102105 23,318 526,723 SH   SOLE   526,723 0 0
WESTROCK CO COM 96145D105 3,658 129,389 SH   SOLE   129,389 0 0
WINGSTOP INC COM 974155103 25,842 185,547 SH   SOLE   185,547 0 0
YAMANA GOLD INC COM 98462Y100 40,256 7,403,647 SH   SOLE   7,403,647 0 0
YUM BRANDS INC COM 988498101 5,128 58,865 SH   SOLE   58,865 0 0
ZOETIS INC CL A 98978V103 39,878 289,885 SH   SOLE   289,885 0 0