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
Becton Dickinson and Co COM 075887109 14,476 60,500 SH   SOLE   60,500 0 0
Hershey Co/The COM 427866108 8,075 62,300 SH   SOLE   62,300 0 0
Kimberly-Clark Corp COM 494368103 13,584 96,100 SH   SOLE   96,100 0 0
Abbott Laboratories COM 002824100 23,936 261,800 SH   SOLE   261,800 0 0
Kellogg Co COM 487836108 9,275 140,400 SH   SOLE   140,400 0 0
Johnson & Johnson COM 478160104 53,637 381,408 SH   SOLE   381,408 0 0
Pfizer Inc COM 717081103 27,354 836,500 SH   SOLE   836,500 0 0
Xcel Energy Inc COM 98389B100 9,150 146,400 SH   SOLE   146,400 0 0
PepsiCo Inc COM 713448108 29,256 221,200 SH   SOLE   221,200 0 0
Marsh & McLennan Cos Inc COM 571748102 12,476 116,200 SH   SOLE   116,200 0 0
Quest Diagnostics Inc COM 74834L100 6,984 61,288 SH   SOLE   61,288 0 0
Baxter International Inc COM 071813109 11,443 132,900 SH   SOLE   132,900 0 0
Zoetis Inc CL A 98978V103 12,909 94,200 SH   SOLE   94,200 0 0
Apple Inc COM 037833100 198,670 544,600 SH   SOLE   544,600 0 0
Capital One Financial Corp COM 14040H105 3,455 55,200 SH   SOLE   55,200 0 0
CenturyLink Inc COM 156700106 1,706 170,100 SH   SOLE   170,100 0 0
FedEx Corp COM 31428X106 4,641 33,100 SH   SOLE   33,100 0 0
3M Co COM 88579Y101 12,354 79,200 SH   SOLE   79,200 0 0
Cigna Corp COM 125523100 9,045 48,200 SH   SOLE   48,200 0 0
Sempra Energy COM 816851109 4,349 37,100 SH   SOLE   37,100 0 0
McKesson Corp COM 58155Q103 3,214 20,947 SH   SOLE   20,947 0 0
International Paper Co COM 460146103 2,940 83,500 SH   SOLE   83,500 0 0
Morgan Stanley COM NEW 617446448 7,781 161,100 SH   SOLE   161,100 0 0
PayPal Holdings Inc COM 70450Y103 23,782 136,500 SH   SOLE   136,500 0 0
Yum! Brands Inc COM 988498101 3,537 40,700 SH   SOLE   40,700 0 0
State Street Corp COM 857477103 3,565 56,100 SH   SOLE   56,100 0 0
Weyerhaeuser Co COM NEW 962166104 1,797 80,000 SH   SOLE   80,000 0 0
Fidelity National Information COM 31620M106 9,547 71,200 SH   SOLE   71,200 0 0
Bunge Ltd COM G16962105 1,230 29,900 SH   SOLE   29,900 0 0
Cardinal Health Inc COM 14149Y108 2,724 52,200 SH   SOLE   52,200 0 0
Avery Dennison Corp COM 053611109 1,586 13,900 SH   SOLE   13,900 0 0
American International Group I COM NEW 026874784 3,583 114,900 SH   SOLE   114,900 0 0
Mettler-Toledo International I COM 592688105 2,658 3,300 SH   SOLE   3,300 0 0
Activision Blizzard Inc COM 00507V109 6,922 91,200 SH   SOLE   91,200 0 0
MetLife Inc COM 59156R108 4,076 111,600 SH   SOLE   111,600 0 0
Fastenal Co COM 311900104 3,808 88,900 SH   SOLE   88,900 0 0
Emerson Electric Co COM 291011104 5,440 87,700 SH   SOLE   87,700 0 0
Synchrony Financial COM 87165B103 1,753 79,100 SH   SOLE   79,100 0 0
S&P Global Inc COM 78409V104 10,280 31,200 SH   SOLE   31,200 0 0
Sherwin-Williams Co/The COM 824348106 6,530 11,300 SH   SOLE   11,300 0 0
Digital Realty Trust Inc COM 253868103 5,201 36,600 SH   SOLE   36,600 0 0
Newmont Corp COM 651639106 7,112 115,200 SH   SOLE   115,200 0 0
Seagate Technology PLC SHS G7945M107 2,203 45,500 SH   SOLE   45,500 0 0
Analog Devices Inc COM 032654105 6,353 51,800 SH   SOLE   51,800 0 0
Electronic Arts Inc COM 285512109 11,594 87,800 SH   SOLE   87,800 0 0
HP Inc COM 40434L105 3,315 190,200 SH   SOLE   190,200 0 0
Archer-Daniels-Midland Co COM 039483102 3,072 77,000 SH   SOLE   77,000 0 0
ANSYS Inc COM 03662Q105 3,763 12,900 SH   SOLE   12,900 0 0
BCE Inc COM NEW 05534B760 7,957 191,400 SH   SOLE   191,400 0 0
Royal Bank of Canada COM 780087102 17,528 259,185 SH   SOLE   259,185 0 0
Barrick Gold Corp COM 067901108 6,709 250,144 SH   SOLE   250,144 0 0
Shopify Inc CL A 82509L107 11,837 12,500 SH   SOLE   12,500 0 0
Xilinx Inc COM 983919101 3,129 31,800 SH   SOLE   31,800 0 0
Northern Trust Corp COM 665859104 2,483 31,300 SH   SOLE   31,300 0 0
Domino's Pizza Inc COM 25754A201 1,847 5,000 SH   SOLE   5,000 0 0
AMETEK Inc COM 031100100 2,654 29,700 SH   SOLE   29,700 0 0
Twilio Inc CL A 90138F102 3,247 14,800 SH   SOLE   14,800 0 0
Qorvo Inc COM 74736K101 1,625 14,700 SH   SOLE   14,700 0 0
Ulta Beauty Inc COM 90384S303 1,465 7,200 SH   SOLE   7,200 0 0
Arthur J Gallagher & Co COM 363576109 2,281 23,400 SH   SOLE   23,400 0 0
Laboratory Corp of America Hol COM NEW 50540R409 1,993 12,000 SH   SOLE   12,000 0 0
Extra Space Storage Inc COM 30225T102 1,737 18,800 SH   SOLE   18,800 0 0
Juniper Networks Inc COM 48203R104 5,395 236,000 SH   SOLE   236,000 0 0
Martin Marietta Materials Inc COM 573284106 1,735 8,400 SH   SOLE   8,400 0 0
AerCap Holdings NV SHS N00985106 440 14,300 SH   SOLE   14,300 0 0
Zillow Group Inc CL C CAP STK 98954M200 1,106 19,200 SH   SOLE   19,200 0 0
Vail Resorts Inc COM 91879Q109 128 700 SH   SOLE   700 0 0
Nielsen Holdings PLC SHS EUR G6518L108 131 8,800 SH   SOLE   8,800 0 0
SVB Financial Group COM 78486Q101 1,422 6,600 SH   SOLE   6,600 0 0
Avalara Inc COM 05338G106 1,637 12,300 SH   SOLE   12,300 0 0
Equitable Holdings Inc COM 29452E101 1,202 62,300 SH   SOLE   62,300 0 0
Consolidated Edison Inc COM 209115104 7,682 106,800 SH   SOLE   106,800 0 0
Colgate-Palmolive Co COM 194162103 13,839 188,900 SH   SOLE   188,900 0 0
McDonald's Corp COM 580135101 21,343 115,700 SH   SOLE   115,700 0 0
Procter & Gamble Co/The COM 742718109 43,798 366,300 SH   SOLE   366,300 0 0
Expeditors International of Wa COM 302130109 8,524 112,100 SH   SOLE   112,100 0 0
Waters Corp COM 941848103 6,260 34,700 SH   SOLE   34,700 0 0
Comcast Corp CL A 20030N101 27,731 711,428 SH   SOLE   711,428 0 0
PACCAR Inc COM 693718108 9,641 128,800 SH   SOLE   128,800 0 0
Intel Corp COM 458140100 32,449 542,346 SH   SOLE   542,346 0 0
CME Group Inc COM 12572Q105 7,412 45,600 SH   SOLE   45,600 0 0
Anthem Inc COM 036752103 8,415 32,000 SH   SOLE   32,000 0 0
Synopsys Inc COM 871607107 3,452 17,700 SH   SOLE   17,700 0 0
Fortinet Inc COM 34959E109 2,787 20,300 SH   SOLE   20,300 0 0
Annaly Capital Management Inc COM 035710409 2,649 403,800 SH   SOLE   403,800 0 0
Edwards Lifesciences Corp COM 28176E108 5,881 85,100 SH   SOLE   85,100 0 0
TD Ameritrade Holding Corp COM 87236Y108 1,524 41,900 SH   SOLE   41,900 0 0
Moody's Corp COM 615369105 6,044 22,000 SH   SOLE   22,000 0 0
Biogen Inc COM 09062X103 6,127 22,900 SH   SOLE   22,900 0 0
Okta Inc CL A 679295105 2,843 14,200 SH   SOLE   14,200 0 0
Marriott International Inc/MD CL A 571903202 3,009 35,100 SH   SOLE   35,100 0 0
Lowe's Cos Inc COM 548661107 12,904 95,500 SH   SOLE   95,500 0 0
Autodesk Inc COM 052769106 6,817 28,500 SH   SOLE   28,500 0 0
Corteva Inc COM 22052L104 2,778 103,700 SH   SOLE   103,700 0 0
Paychex Inc COM 704326107 3,818 50,400 SH   SOLE   50,400 0 0
Principal Financial Group Inc COM 74251V102 2,094 50,400 SH   SOLE   50,400 0 0
Adobe Inc COM 00724F101 26,685 61,300 SH   SOLE   61,300 0 0
Verisk Analytics Inc COM 92345Y106 3,830 22,500 SH   SOLE   22,500 0 0
Allstate Corp/The COM 020002101 4,365 45,000 SH   SOLE   45,000 0 0
Texas Instruments Inc COM 882508104 15,693 123,600 SH   SOLE   123,600 0 0
Cummins Inc COM 231021106 4,505 26,000 SH   SOLE   26,000 0 0
Home Depot Inc/The COM 437076102 34,696 138,500 SH   SOLE   138,500 0 0
Wheaton Precious Metals Corp COM 962879102 3,156 72,000 SH   SOLE   72,000 0 0
UBS Group AG SHS H42097107 5,063 464,269 SH   SOLE   464,269 0 0
Chipotle Mexican Grill Inc COM 169656105 4,104 3,900 SH   SOLE   3,900 0 0
Cerner Corp COM 156782104 9,282 135,400 SH   SOLE   135,400 0 0
Willis Towers Watson PLC SHS G96629103 3,545 18,000 SH   SOLE   18,000 0 0
American Water Works Co Inc COM 030420103 2,972 23,100 SH   SOLE   23,100 0 0
SBA Communications Corp CL A 78410G104 4,379 14,700 SH   SOLE   14,700 0 0
Cboe Global Markets Inc COM 12503M108 1,371 14,700 SH   SOLE   14,700 0 0
Fortune Brands Home & Security COM 34964C106 1,592 24,900 SH   SOLE   24,900 0 0
VeriSign Inc COM 92343E102 2,896 14,000 SH   SOLE   14,000 0 0
UDR Inc COM 902653104 1,634 43,700 SH   SOLE   43,700 0 0
Federal Realty Investment Trus SH BEN INT NEW 313747206 85 1,000 SH   SOLE   1,000 0 0
Nasdaq Inc COM 631103108 2,389 20,000 SH   SOLE   20,000 0 0
Axalta Coating Systems Ltd COM G0750C108 108 4,800 SH   SOLE   4,800 0 0
Essex Property Trust Inc COM 297178105 2,017 8,800 SH   SOLE   8,800 0 0
Masco Corp COM 574599106 2,264 45,100 SH   SOLE   45,100 0 0
NVR Inc COM 62944T105 1,499 460 SH   SOLE   460 0 0
SS&C Technologies Holdings Inc COM 78467J100 1,740 30,800 SH   SOLE   30,800 0 0
United Rentals Inc COM 911363109 1,684 11,300 SH   SOLE   11,300 0 0
BorgWarner Inc COM 099724106 1,250 35,400 SH   SOLE   35,400 0 0
Zoom Video Communications Inc CL A 98980L101 3,778 14,900 SH   SOLE   14,900 0 0
Crowdstrike Holdings Inc CL A 22788C105 1,735 17,300 SH   SOLE   17,300 0 0
Masimo Corp COM 574795100 1,596 7,000 SH   SOLE   7,000 0 0
ABIOMED Inc COM 003654100 1,425 5,900 SH   SOLE   5,900 0 0
Apollo Global Management Inc COM CL A 03768E105 1,802 36,100 SH   SOLE   36,100 0 0
Mosaic Co/The COM 61945C103 66 5,300 SH   SOLE   5,300 0 0
LKQ Corp COM 501889208 1,011 38,600 SH   SOLE   38,600 0 0
Advance Auto Parts Inc COM 00751Y106 1,254 8,800 SH   SOLE   8,800 0 0
CNH Industrial NV SHS N20944109 721 115,691 SH   SOLE   115,691 0 0
McCormick & Co Inc/MD COM NON VTG 579780206 8,630 48,100 SH   SOLE   48,100 0 0
Campbell Soup Co COM 134429109 8,517 171,600 SH   SOLE   171,600 0 0
Medtronic PLC SHS G5960L103 20,568 224,300 SH   SOLE   224,300 0 0
Accenture PLC SHS CLASS A G1151C101 22,359 104,129 SH   SOLE   104,129 0 0
Garmin Ltd SHS H2906T109 7,907 81,100 SH   SOLE   81,100 0 0
CH Robinson Worldwide Inc COM NEW 12541W209 7,495 94,800 SH   SOLE   94,800 0 0
Melco Resorts & Entertainment ADR 585464100 416 26,800 SH   SOLE   26,800 0 0
Roper Technologies Inc COM 776696106 5,669 14,600 SH   SOLE   14,600 0 0
Booking Holdings Inc COM 09857L108 7,802 4,900 SH   SOLE   4,900 0 0
Stryker Corp COM 863667101 7,325 40,653 SH   SOLE   40,653 0 0
IBM COM 459200101 14,553 120,500 SH   SOLE   120,500 0 0
DuPont de Nemours Inc COM 26614N102 5,148 96,900 SH   SOLE   96,900 0 0
General Electric Co COM 369604103 7,335 1,074,000 SH   SOLE   1,074,000 0 0
Facebook Inc CL A 30303M102 68,938 303,600 SH   SOLE   303,600 0 0
CSX Corp COM 126408103 6,855 98,300 SH   SOLE   98,300 0 0
American Tower Corp COM 03027X100 14,504 56,100 SH   SOLE   56,100 0 0
Conagra Brands Inc COM 205887102 3,042 86,500 SH   SOLE   86,500 0 0
LyondellBasell Industries NV SHS - A - N53745100 2,925 44,500 SH   SOLE   44,500 0 0
salesforce.com Inc COM 79466L302 20,082 107,200 SH   SOLE   107,200 0 0
Amgen Inc COM 031162100 24,081 102,100 SH   SOLE   102,100 0 0
Norfolk Southern Corp COM 655844108 6,408 36,500 SH   SOLE   36,500 0 0
Healthpeak Properties Inc COM 42250P103 2,423 87,900 SH   SOLE   87,900 0 0
Huntington Bancshares Inc/OH COM 446150104 1,793 198,500 SH   SOLE   198,500 0 0
Cadence Design Systems Inc COM 127387108 3,877 40,400 SH   SOLE   40,400 0 0
TJX Cos Inc/The COM 872540109 7,346 145,300 SH   SOLE   145,300 0 0
Gilead Sciences Inc COM 375558103 13,326 173,200 SH   SOLE   173,200 0 0
AGNC Investment Corp COM 00123Q104 2,393 185,500 SH   SOLE   185,500 0 0
Welltower Inc COM 95040Q104 2,929 56,600 SH   SOLE   56,600 0 0
TE Connectivity Ltd REG SHS H84989104 3,678 45,100 SH   SOLE   45,100 0 0
Public Storage COM 74460D109 9,057 47,200 SH   SOLE   47,200 0 0
Maxim Integrated Products Inc COM 57772K101 2,776 45,800 SH   SOLE   45,800 0 0
IHS Markit Ltd SHS G47567105 4,085 54,100 SH   SOLE   54,100 0 0
Dollar Tree Inc COM 256746108 2,577 27,800 SH   SOLE   27,800 0 0
NIKE Inc CL B 654106103 15,610 159,200 SH   SOLE   159,200 0 0
AutoZone Inc COM 053332102 3,046 2,700 SH   SOLE   2,700 0 0
Entergy Corp COM 29364G103 2,702 28,800 SH   SOLE   28,800 0 0
Aon PLC SHS CL A G0403H108 5,932 30,800 SH   SOLE   30,800 0 0
Lululemon Athletica Inc COM 550021109 5,304 17,000 SH   SOLE   17,000 0 0
Bank of Nova Scotia/The COM 064149107 11,706 283,800 SH   SOLE   283,800 0 0
Rogers Communications Inc CL B 775109200 7,482 186,800 SH   SOLE   186,800 0 0
Shaw Communications Inc CL B CONV 82028K200 7,330 450,900 SH   SOLE   450,900 0 0
Sun Life Financial Inc COM 866796105 7,641 208,600 SH   SOLE   208,600 0 0
Agnico Eagle Mines Ltd COM 008474108 2,706 42,400 SH   SOLE   42,400 0 0
Canadian Pacific Railway Ltd COM 13645T100 4,919 19,400 SH   SOLE   19,400 0 0
Algonquin Power & Utilities Co COM 015857105 323 25,100 SH   SOLE   25,100 0 0
DexCom Inc COM 252131107 4,540 11,200 SH   SOLE   11,200 0 0
Align Technology Inc COM 016255101 2,607 9,500 SH   SOLE   9,500 0 0
Hasbro Inc COM 418056107 1,559 20,800 SH   SOLE   20,800 0 0
Amcor PLC ORD G0250X107 2,658 260,300 SH   SOLE   260,300 0 0
Liberty Broadband Corp COM SER C 530307305 2,405 19,400 SH   SOLE   19,400 0 0
Coca-Cola European Partners PL SHS G25839104 967 25,600 SH   SOLE   25,600 0 0
Paycom Software Inc COM 70432V102 1,951 6,300 SH   SOLE   6,300 0 0
Ameriprise Financial Inc COM 03076C106 2,701 18,000 SH   SOLE   18,000 0 0
IDEX Corp COM 45167R104 2,118 13,400 SH   SOLE   13,400 0 0
KKR & Co Inc COM 48251W104 2,054 66,500 SH   SOLE   66,500 0 0
Hartford Financial Services Gr COM 416515104 2,271 58,900 SH   SOLE   58,900 0 0
Tiffany & Co COM 886547108 1,805 14,800 SH   SOLE   14,800 0 0
Lamb Weston Holdings Inc COM 513272104 1,330 20,800 SH   SOLE   20,800 0 0
Uber Technologies Inc COM 90353T100 3,630 116,800 SH   SOLE   116,800 0 0
STERIS PLC SHS USD G8473T100 1,949 12,700 SH   SOLE   12,700 0 0
Tractor Supply Co COM 892356106 2,662 20,200 SH   SOLE   20,200 0 0
Take-Two Interactive Software COM 874054109 2,722 19,500 SH   SOLE   19,500 0 0
Incyte Corp COM 45337C102 2,454 23,600 SH   SOLE   23,600 0 0
DENTSPLY SIRONA Inc COM 24906P109 1,489 33,800 SH   SOLE   33,800 0 0
Snap-on Inc COM 833034101 125 900 SH   SOLE   900 0 0
Voya Financial Inc COM 929089100 98 2,100 SH   SOLE   2,100 0 0
Roku Inc COM CL A 77543R102 1,375 11,800 SH   SOLE   11,800 0 0
Carrier Global Corp COM 14448C104 2,111 95,000 SH   SOLE   95,000 0 0
Sun Communities Inc COM 866674104 1,330 9,800 SH   SOLE   9,800 0 0
Trade Desk Inc/The COM CL A 88339J105 2,154 5,300 SH   SOLE   5,300 0 0
Nordson Corp COM 655663102 1,916 10,100 SH   SOLE   10,100 0 0
Dynatrace Inc COM 268150109 305 7,500 SH   SOLE   7,500 0 0
Teva Pharmaceutical Industries SPONSORED ADS 881624209 111 9,000 SH   SOLE   9,000 0 0
Ferrari NV COM N3167Y103 2,655 17,484 SH   SOLE   17,484 0 0
Hormel Foods Corp COM 440452100 9,953 206,200 SH   SOLE   206,200 0 0
Coca-Cola Co/The COM 191216100 28,117 629,300 SH   SOLE   629,300 0 0
Mondelez International Inc CL A 609207105 14,950 292,400 SH   SOLE   292,400 0 0
CMS Energy Corp COM 125896100 6,911 118,300 SH   SOLE   118,300 0 0
Republic Services Inc COM 760759100 7,787 94,900 SH   SOLE   94,900 0 0
Oracle Corp COM 68389X105 19,217 347,700 SH   SOLE   347,700 0 0
Sirius XM Holdings Inc COM 82968B103 3,889 662,500 SH   SOLE   662,500 0 0
Thermo Fisher Scientific Inc COM 883556102 24,411 67,370 SH   SOLE   67,370 0 0
Jack Henry & Associates Inc COM 426281101 7,527 40,900 SH   SOLE   40,900 0 0
Danaher Corp COM 235851102 19,107 108,053 SH   SOLE   108,053 0 0
Dollar General Corp COM 256677105 12,097 63,500 SH   SOLE   63,500 0 0
NetApp Inc COM 64110D104 1,540 34,700 SH   SOLE   34,700 0 0
Cognizant Technology Solutions CL A 192446102 3,873 68,158 SH   SOLE   68,158 0 0
Air Products and Chemicals Inc COM 009158106 6,809 28,200 SH   SOLE   28,200 0 0
Ecolab Inc COM 278865100 6,864 34,500 SH   SOLE   34,500 0 0
Zimmer Biomet Holdings Inc COM 98956P102 3,079 25,800 SH   SOLE   25,800 0 0
Monster Beverage Corp COM 61174X109 3,223 46,500 SH   SOLE   46,500 0 0
Marvell Technology Group Ltd ORD G5876H105 3,310 94,400 SH   SOLE   94,400 0 0
T Rowe Price Group Inc COM 74144T108 4,545 36,800 SH   SOLE   36,800 0 0
PNC Financial Services Group I COM 693475105 5,913 56,200 SH   SOLE   56,200 0 0
WP Carey Inc COM 92936U109 2,016 29,800 SH   SOLE   29,800 0 0
IDEXX Laboratories Inc COM 45168D104 4,358 13,200 SH   SOLE   13,200 0 0
Citizens Financial Group Inc COM 174610105 2,032 80,500 SH   SOLE   80,500 0 0
Prologis Inc COM 74340W103 8,670 92,900 SH   SOLE   92,900 0 0
Stanley Black & Decker Inc COM 854502101 2,997 21,500 SH   SOLE   21,500 0 0
Best Buy Co Inc COM 086516101 3,220 36,900 SH   SOLE   36,900 0 0
Veeva Systems Inc CL A COM 922475108 4,477 19,100 SH   SOLE   19,100 0 0
Micron Technology Inc COM 595112103 7,264 141,000 SH   SOLE   141,000 0 0
Omnicom Group Inc COM 681919106 2,348 43,000 SH   SOLE   43,000 0 0
Broadcom Inc COM 11135F101 15,402 48,800 SH   SOLE   48,800 0 0
CDW Corp/DE COM 12514G108 2,126 18,300 SH   SOLE   18,300 0 0
Vertex Pharmaceuticals Inc COM 92532F100 10,248 35,300 SH   SOLE   35,300 0 0
Global Payments Inc COM 37940X102 6,259 36,900 SH   SOLE   36,900 0 0
Genuine Parts Co COM 372460105 2,087 24,000 SH   SOLE   24,000 0 0
Rockwell Automation Inc COM 773903109 3,834 18,000 SH   SOLE   18,000 0 0
Sysco Corp COM 871829107 3,362 61,500 SH   SOLE   61,500 0 0
Cintas Corp COM 172908105 3,143 11,800 SH   SOLE   11,800 0 0
Charles Schwab Corp/The COM 808513105 5,361 158,900 SH   SOLE   158,900 0 0
Intercontinental Exchange Inc COM 45866F104 11,862 129,500 SH   SOLE   129,500 0 0
Open Text Corp COM 683715106 7,090 167,500 SH   SOLE   167,500 0 0
Thomson Reuters Corp COM NEW 884903709 2,594 38,300 SH   SOLE   38,300 0 0
Manulife Financial Corp COM 56501R106 4,371 322,300 SH   SOLE   322,300 0 0
Alcon Inc ORD SHS H01301128 3,095 56,941 SH   SOLE   56,941 0 0
Logitech International SA SHS H50430232 1,519 24,553 SH   SOLE   24,553 0 0
Regeneron Pharmaceuticals Inc COM 75886F107 8,482 13,600 SH   SOLE   13,600 0 0
Aflac Inc COM 001055102 3,333 92,500 SH   SOLE   92,500 0 0
Nucor Corp COM 670346105 2,282 55,100 SH   SOLE   55,100 0 0
Xylem Inc/NY COM 98419M100 1,903 29,300 SH   SOLE   29,300 0 0
TransUnion COM 89400J107 2,463 28,300 SH   SOLE   28,300 0 0
Celanese Corp COM 150870103 1,977 22,900 SH   SOLE   22,900 0 0
T-Mobile US Inc COM 872590104 5,864 56,300 SH   SOLE   56,300 0 0
Expedia Group Inc COM NEW 30212P303 1,545 18,800 SH   SOLE   18,800 0 0
WW Grainger Inc COM 384802104 2,388 7,600 SH   SOLE   7,600 0 0
People's United Financial Inc COM 712704105 113 9,800 SH   SOLE   9,800 0 0
Assurant Inc COM 04621X108 176 1,700 SH   SOLE   1,700 0 0
National Retail Properties Inc COM 637417106 75 2,100 SH   SOLE   2,100 0 0
Sealed Air Corp COM 81211K100 164 5,000 SH   SOLE   5,000 0 0
Burlington Stores Inc COM 122017106 1,674 8,500 SH   SOLE   8,500 0 0
MongoDB Inc CL A 60937P106 1,381 6,100 SH   SOLE   6,100 0 0
GoDaddy Inc CL A 380237107 1,613 22,000 SH   SOLE   22,000 0 0
Steel Dynamics Inc COM 858119100 123 4,700 SH   SOLE   4,700 0 0
Fiat Chrysler Automobiles NV SHS N31738102 1,076 120,254 SH   SOLE   120,254 0 0
AT&T Inc COM 00206R102 33,440 1,106,200 SH   SOLE   1,106,200 0 0
J M Smucker Co/The COM NEW 832696405 7,904 74,700 SH   SOLE   74,700 0 0
TELUS Corp COM 87971M103 5,970 355,978 SH   SOLE   355,978 0 0
Bristol-Myers Squibb Co COM 110122108 24,384 414,700 SH   SOLE   414,700 0 0
Waste Management Inc COM 94106L109 11,491 108,500 SH   SOLE   108,500 0 0
Church & Dwight Co Inc COM 171340102 9,183 118,800 SH   SOLE   118,800 0 0
Check Point Software Technolog ORD M22465104 5,995 55,800 SH   SOLE   55,800 0 0
BeiGene Ltd SPONSORED ADR 07725L102 904 4,800 SH   SOLE   4,800 0 0
Deere & Co COM 244199105 6,019 38,300 SH   SOLE   38,300 0 0
CVS Health Corp COM 126650100 11,370 175,000 SH   SOLE   175,000 0 0
Dover Corp COM 260003108 2,366 24,500 SH   SOLE   24,500 0 0
QUALCOMM Inc COM 747525103 12,560 137,700 SH   SOLE   137,700 0 0
Cisco Systems Inc COM 17275R102 24,463 524,500 SH   SOLE   524,500 0 0
Wells Fargo & Co COM 949746101 12,628 493,300 SH   SOLE   493,300 0 0
Alphabet Inc CAP STK CL C 02079K107 54,707 38,700 SH   SOLE   38,700 0 0
Visa Inc COM CL A 92826C839 40,891 211,686 SH   SOLE   211,686 0 0
Illinois Tool Works Inc COM 452308109 7,763 44,400 SH   SOLE   44,400 0 0
Estee Lauder Cos Inc/The CL A 518439104 4,885 25,890 SH   SOLE   25,890 0 0
Constellation Brands Inc CL A 21036P108 3,656 20,900 SH   SOLE   20,900 0 0
Western Digital Corp COM 958102105 1,687 38,200 SH   SOLE   38,200 0 0
Twitter Inc COM 90184L102 2,934 98,500 SH   SOLE   98,500 0 0
Intuitive Surgical Inc COM NEW 46120E602 7,864 13,800 SH   SOLE   13,800 0 0
Tesla Inc COM 88160R101 19,761 18,300 SH   SOLE   18,300 0 0
Target Corp COM 87612E106 8,119 67,700 SH   SOLE   67,700 0 0
American Express Co COM 025816109 7,854 82,500 SH   SOLE   82,500 0 0
Corning Inc COM 219350105 2,717 104,900 SH   SOLE   104,900 0 0
HEICO Corp CL A 422806208 1,349 16,600 SH   SOLE   16,600 0 0
CoStar Group Inc COM 22160N109 3,340 4,700 SH   SOLE   4,700 0 0
Lam Research Corp COM 512807108 6,178 19,100 SH   SOLE   19,100 0 0
Ball Corp COM 058498106 3,058 44,000 SH   SOLE   44,000 0 0
Square Inc CL A 852234103 4,544 43,300 SH   SOLE   43,300 0 0
FMC Corp COM NEW 302491303 2,461 24,700 SH   SOLE   24,700 0 0
Western Union Co/The COM 959802109 1,537 71,100 SH   SOLE   71,100 0 0
Automatic Data Processing Inc COM 053015103 8,174 54,900 SH   SOLE   54,900 0 0
Chubb Ltd COM H1467J104 7,192 56,800 SH   SOLE   56,800 0 0
Hewlett Packard Enterprise Co COM 42824C109 2,026 208,200 SH   SOLE   208,200 0 0
NVIDIA Corp COM 67066G104 28,911 76,100 SH   SOLE   76,100 0 0
Ford Motor Co COM 345370860 2,800 460,600 SH   SOLE   460,600 0 0
Advanced Micro Devices Inc COM 007903107 7,860 149,400 SH   SOLE   149,400 0 0
Equinix Inc COM 29444U700 7,725 11,000 SH   SOLE   11,000 0 0
Dominion Energy Inc COM 25746U109 9,352 115,200 SH   SOLE   115,200 0 0
Netflix Inc COM 64110L106 23,708 52,100 SH   SOLE   52,100 0 0
Bank of New York Mellon Corp/T COM 064058100 4,236 109,600 SH   SOLE   109,600 0 0
Exelon Corp COM 30161N101 4,892 134,800 SH   SOLE   134,800 0 0
Insulet Corp COM 45784P101 1,612 8,300 SH   SOLE   8,300 0 0
Bank of Montreal COM 063671101 5,539 104,400 SH   SOLE   104,400 0 0
CIBC COM 136069101 5,043 75,700 SH   SOLE   75,700 0 0
Medical Properties Trust Inc COM 58463J304 1,974 105,000 SH   SOLE   105,000 0 0
Kirkland Lake Gold Ltd COM 49741E100 1,699 41,400 SH   SOLE   41,400 0 0
CGI Inc CL A SUB VTG 12532H104 1,595 25,400 SH   SOLE   25,400 0 0
Magna International Inc COM 559222401 2,357 53,100 SH   SOLE   53,100 0 0
B2Gold Corp COM 11777Q209 380 67,000 SH   SOLE   67,000 0 0
Regions Financial Corp COM 7591EP100 1,870 168,200 SH   SOLE   168,200 0 0
Cincinnati Financial Corp COM 172062101 1,518 23,700 SH   SOLE   23,700 0 0
Newell Brands Inc COM 651229106 1,228 77,300 SH   SOLE   77,300 0 0
Travelers Cos Inc/The COM 89417E109 4,026 35,300 SH   SOLE   35,300 0 0
Snap Inc CL A 83304A106 2,584 110,000 SH   SOLE   110,000 0 0
RingCentral Inc CL A 76680R206 2,594 9,100 SH   SOLE   9,100 0 0
Copart Inc COM 217204106 2,673 32,100 SH   SOLE   32,100 0 0
Cooper Cos Inc/The COM NEW 216648402 6,495 22,900 SH   SOLE   22,900 0 0
Kansas City Southern COM NEW 485170302 1,971 13,200 SH   SOLE   13,200 0 0
Hilton Worldwide Holdings Inc COM 43300A203 2,571 35,000 SH   SOLE   35,000 0 0
Vulcan Materials Co COM 929160109 2,016 17,400 SH   SOLE   17,400 0 0
Markel Corp COM 570535104 1,496 1,620 SH   SOLE   1,620 0 0
Robert Half International Inc COM 770323103 148 2,800 SH   SOLE   2,800 0 0
Hologic Inc COM 436440101 2,063 36,200 SH   SOLE   36,200 0 0
Lennox International Inc COM 526107107 163 700 SH   SOLE   700 0 0
Globe Life Inc COM 37959E102 134 1,800 SH   SOLE   1,800 0 0
Camden Property Trust SH BEN INT 133131102 128 1,400 SH   SOLE   1,400 0 0
CBRE Group Inc CL A 12504L109 1,890 41,800 SH   SOLE   41,800 0 0
Gartner Inc COM 366651107 1,359 11,200 SH   SOLE   11,200 0 0
Mid-America Apartment Communit COM 59522J103 1,640 14,300 SH   SOLE   14,300 0 0
Bio-Rad Laboratories Inc CL A 090572207 1,309 2,900 SH   SOLE   2,900 0 0
Teradyne Inc COM 880770102 1,910 22,600 SH   SOLE   22,600 0 0
Mylan NV SHS EURO N59465109 1,076 66,900 SH   SOLE   66,900 0 0
NiSource Inc COM 65473P105 193 8,500 SH   SOLE   8,500 0 0
Carlyle Group Inc/The COM 14316J108 343 12,300 SH   SOLE   12,300 0 0
Ingredion Inc COM 457187102 1,062 12,800 SH   SOLE   12,800 0 0
General Mills Inc COM 370334104 12,626 204,800 SH   SOLE   204,800 0 0
United Parcel Service Inc CL B 911312106 16,343 147,000 SH   SOLE   147,000 0 0
Broadridge Financial Solutions COM 11133T103 7,761 61,500 SH   SOLE   61,500 0 0
Citrix Systems Inc COM 177376100 9,126 61,700 SH   SOLE   61,700 0 0
PPG Industries Inc COM 693506107 6,586 62,100 SH   SOLE   62,100 0 0
Humana Inc COM 444859102 6,514 16,800 SH   SOLE   16,800 0 0
Mastercard Inc CL A 57636Q104 33,042 111,743 SH   SOLE   111,743 0 0
UnitedHealth Group Inc COM 91324P102 35,217 119,400 SH   SOLE   119,400 0 0
Centene Corp COM 15135B101 4,836 76,100 SH   SOLE   76,100 0 0
Boston Scientific Corp COM 101137107 6,004 171,000 SH   SOLE   171,000 0 0
Dow Inc COM 260557103 4,272 104,800 SH   SOLE   104,800 0 0
Walgreens Boots Alliance Inc COM 931427108 4,052 95,600 SH   SOLE   95,600 0 0
ServiceNow Inc COM 81762P102 9,681 23,900 SH   SOLE   23,900 0 0
Johnson Controls International SHS G51502105 3,878 113,600 SH   SOLE   113,600 0 0
Palo Alto Networks Inc COM 697435105 2,871 12,500 SH   SOLE   12,500 0 0
Brown-Forman Corp CL B 115637209 2,928 46,000 SH   SOLE   46,000 0 0
Workday Inc CL A 98138H101 3,878 20,700 SH   SOLE   20,700 0 0
NextEra Energy Inc COM 65339F101 14,963 62,300 SH   SOLE   62,300 0 0
eBay Inc COM 278642103 12,163 231,900 SH   SOLE   231,900 0 0
US Bancorp COM NEW 902973304 6,326 171,800 SH   SOLE   171,800 0 0
Applied Materials Inc COM 038222105 7,194 119,000 SH   SOLE   119,000 0 0
ResMed Inc COM 761152107 4,070 21,200 SH   SOLE   21,200 0 0
HCA Healthcare Inc COM 40412C101 3,174 32,700 SH   SOLE   32,700 0 0
Omega Healthcare Investors Inc COM 681936100 1,481 49,800 SH   SOLE   49,800 0 0
MercadoLibre Inc COM 58733R102 5,619 5,700 SH   SOLE   5,700 0 0
Eastman Chemical Co COM 277432100 1,964 28,200 SH   SOLE   28,200 0 0
Yamana Gold Inc COM 98462Y100 411 75,900 SH   SOLE   75,900 0 0
Fox Corp CL A COM 35137L105 1,805 67,300 SH   SOLE   67,300 0 0
Equifax Inc COM 294429105 3,128 18,200 SH   SOLE   18,200 0 0
Equity Residential SH BEN INT 29476L107 2,900 49,300 SH   SOLE   49,300 0 0
Fifth Third Bancorp COM 316773100 2,157 111,900 SH   SOLE   111,900 0 0
MarketAxess Holdings Inc COM 57060D108 3,006 6,000 SH   SOLE   6,000 0 0
AvalonBay Communities Inc COM 053484101 2,907 18,800 SH   SOLE   18,800 0 0
Ally Financial Inc COM 02005N100 1,344 67,800 SH   SOLE   67,800 0 0
FleetCor Technologies Inc COM 339041105 2,465 9,800 SH   SOLE   9,800 0 0
Lennar Corp CL A 526057104 2,188 35,500 SH   SOLE   35,500 0 0
Waste Connections Inc COM 94106B101 3,058 32,600 SH   SOLE   32,600 0 0
Keysight Technologies Inc COM 49338L103 2,923 29,000 SH   SOLE   29,000 0 0
FactSet Research Systems Inc COM 303075105 1,807 5,500 SH   SOLE   5,500 0 0
Alexion Pharmaceuticals Inc COM 015351109 3,053 27,200 SH   SOLE   27,200 0 0
Duke Realty Corp COM NEW 264411505 1,709 48,300 SH   SOLE   48,300 0 0
Alexandria Real Estate Equitie COM 015271109 2,807 17,300 SH   SOLE   17,300 0 0
Boston Properties Inc COM 101121101 2,151 23,800 SH   SOLE   23,800 0 0
Tyler Technologies Inc COM 902252105 1,734 5,000 SH   SOLE   5,000 0 0
Vistra Corp COM 92840M102 1,272 68,300 SH   SOLE   68,300 0 0
Otis Worldwide Corp COM 68902V107 2,792 49,100 SH   SOLE   49,100 0 0
Invitation Homes Inc COM 46187W107 1,690 61,400 SH   SOLE   61,400 0 0
Sarepta Therapeutics Inc COM 803607100 1,555 9,700 SH   SOLE   9,700 0 0
Black Knight Inc COM 09215C105 1,277 17,600 SH   SOLE   17,600 0 0
Moderna Inc COM 60770K107 2,395 37,300 SH   SOLE   37,300 0 0
Slack Technologies Inc COM CL A 83088V102 1,262 40,600 SH   SOLE   40,600 0 0
Datadog Inc CL A COM 23804L103 1,669 19,200 SH   SOLE   19,200 0 0
T-Mobile US Inc RIGHT 07/27/2020 872590112 9 56,300 SH   SOLE   56,300 0 0
Liberty Media Corp-Liberty Sir COM A SIRIUSXM 531229409 1,118 32,400 SH   SOLE   32,400 0 0
Deutsche Bank AG NAMEN AKT D18190898 2,052 242,444 SH   SOLE   242,444 0 0
QIAGEN NV SHS NEW N72482123 1,065 27,779 SH   SOLE   27,779 0 0
Clorox Co/The COM 189054109 12,438 56,700 SH   SOLE   56,700 0 0
Kroger Co/The COM 501044101 10,470 309,300 SH   SOLE   309,300 0 0
Costco Wholesale Corp COM 22160K105 22,377 73,800 SH   SOLE   73,800 0 0
Merck & Co Inc COM 58933Y105 30,445 393,700 SH   SOLE   393,700 0 0
Progressive Corp/The COM 743315103 11,816 147,500 SH   SOLE   147,500 0 0
Atmos Energy Corp COM 049560105 6,164 61,900 SH   SOLE   61,900 0 0
Walt Disney Co/The COM DISNEY 254687106 24,555 220,200 SH   SOLE   220,200 0 0
Eaton Corp PLC SHS G29183103 5,712 65,300 SH   SOLE   65,300 0 0
Caterpillar Inc COM 149123101 9,766 77,200 SH   SOLE   77,200 0 0
Amazon.com Inc COM 023135106 146,217 53,000 SH   SOLE   53,000 0 0
Royal Caribbean Cruises Ltd COM V7780T103 1,242 24,700 SH   SOLE   24,700 0 0
VEREIT Inc COM 92339V100 1,445 224,700 SH   SOLE   224,700 0 0
CenterPoint Energy Inc COM 15189T107 1,589 85,100 SH   SOLE   85,100 0 0
Starbucks Corp COM 855244109 11,421 155,200 SH   SOLE   155,200 0 0
Realty Income Corp COM 756109104 2,916 49,000 SH   SOLE   49,000 0 0
Simon Property Group Inc COM 828806109 3,139 45,900 SH   SOLE   45,900 0 0
MSCI Inc COM 55354G100 4,039 12,100 SH   SOLE   12,100 0 0
Trane Technologies PLC SHS G8994E103 3,061 34,400 SH   SOLE   34,400 0 0
Illumina Inc COM 452327109 7,481 20,200 SH   SOLE   20,200 0 0
Las Vegas Sands Corp COM 517834107 2,149 47,200 SH   SOLE   47,200 0 0
KLA Corp COM NEW 482480100 3,831 19,700 SH   SOLE   19,700 0 0
Bank of America Corp COM 060505104 23,534 990,900 SH   SOLE   990,900 0 0
KeyCorp COM 493267108 2,017 165,600 SH   SOLE   165,600 0 0
Host Hotels & Resorts Inc COM 44107P104 1,444 133,800 SH   SOLE   133,800 0 0
Linde PLC SHS G5494J103 14,402 67,900 SH   SOLE   67,900 0 0
Splunk Inc COM 848637104 3,875 19,500 SH   SOLE   19,500 0 0
West Pharmaceutical Services I COM 955306105 2,840 12,500 SH   SOLE   12,500 0 0
Truist Financial Corp COM 89832Q109 6,616 176,200 SH   SOLE   176,200 0 0
Fortis Inc/Canada COM 349553107 8,931 235,600 SH   SOLE   235,600 0 0
AmerisourceBergen Corp COM 03073E105 2,217 22,000 SH   SOLE   22,000 0 0
Eversource Energy COM 30040W108 3,772 45,300 SH   SOLE   45,300 0 0
ViacomCBS Inc CL B 92556H206 1,898 81,400 SH   SOLE   81,400 0 0
Teleflex Inc COM 879369106 2,366 6,500 SH   SOLE   6,500 0 0
IQVIA Holdings Inc COM 46266C105 3,306 23,300 SH   SOLE   23,300 0 0
DocuSign Inc COM 256163106 3,651 21,200 SH   SOLE   21,200 0 0
M&T Bank Corp COM 55261F104 2,090 20,100 SH   SOLE   20,100 0 0
Arista Networks Inc COM 040413106 1,533 7,300 SH   SOLE   7,300 0 0
BioMarin Pharmaceutical Inc COM 09061G101 3,454 28,000 SH   SOLE   28,000 0 0
PulteGroup Inc COM 745867101 1,365 40,100 SH   SOLE   40,100 0 0
Signature Bank/New York NY COM 82669G104 118 1,100 SH   SOLE   1,100 0 0
Teledyne Technologies Inc COM 879360105 404 1,300 SH   SOLE   1,300 0 0
Neurocrine Biosciences Inc COM 64125C109 1,488 12,200 SH   SOLE   12,200 0 0
Westinghouse Air Brake Technol COM 929740108 1,468 25,500 SH   SOLE   25,500 0 0
Pinterest Inc CL A 72352L106 1,144 51,600 SH   SOLE   51,600 0 0
First Republic Bank/CA COM 33616C100 1,865 17,600 SH   SOLE   17,600 0 0
Wayfair Inc CL A 94419L101 1,561 7,900 SH   SOLE   7,900 0 0
CarMax Inc COM 143130102 1,764 19,700 SH   SOLE   19,700 0 0
NXP Semiconductors NV COM N6596X109 3,706 32,500 SH   SOLE   32,500 0 0
Coupa Software Inc COM 22266L106 2,383 8,600 SH   SOLE   8,600 0 0
Cable One Inc COM 12685J105 1,775 1,000 SH   SOLE   1,000 0 0
Dell Technologies Inc CL C 24703L202 1,555 28,300 SH   SOLE   28,300 0 0
Fair Isaac Corp COM 303250104 1,589 3,800 SH   SOLE   3,800 0 0
Molina Healthcare Inc COM 60855R100 1,673 9,400 SH   SOLE   9,400 0 0
Arch Capital Group Ltd ORD G0450A105 1,298 45,300 SH   SOLE   45,300 0 0
Keurig Dr Pepper Inc COM 49271V100 1,769 62,300 SH   SOLE   62,300 0 0
A O Smith Corp COM 831865209 174 3,700 SH   SOLE   3,700 0 0
DISH Network Corp CL A 25470M109 1,066 30,900 SH   SOLE   30,900 0 0
Eli Lilly and Co COM 532457108 24,744 150,710 SH   SOLE   150,710 0 0
Verizon Communications Inc COM 92343V104 37,442 679,150 SH   SOLE   679,150 0 0
Public Service Enterprise Grou COM 744573106 8,082 164,401 SH   SOLE   164,401 0 0
Amphenol Corp CL A 032095101 6,726 70,200 SH   SOLE   70,200 0 0
Alphabet Inc CAP STK CL A 02079K305 59,133 41,700 SH   SOLE   41,700 0 0
Citigroup Inc COM NEW 172967424 13,506 264,300 SH   SOLE   264,300 0 0
JPMorgan Chase & Co COM 46625H100 34,106 362,600 SH   SOLE   362,600 0 0
Microsoft Corp COM 594918104 182,610 897,300 SH   SOLE   897,300 0 0
Parker-Hannifin Corp COM 701094104 3,629 19,800 SH   SOLE   19,800 0 0
TransDigm Group Inc COM 893641100 3,315 7,500 SH   SOLE   7,500 0 0
VF Corp COM 918204108 2,870 47,100 SH   SOLE   47,100 0 0
Kraft Heinz Co/The COM 500754106 3,336 104,600 SH   SOLE   104,600 0 0
Ross Stores Inc COM 778296103 3,847 45,129 SH   SOLE   45,129 0 0
Union Pacific Corp COM 907818108 14,084 83,300 SH   SOLE   83,300 0 0
AbbVie Inc COM 00287Y109 22,911 233,362 SH   SOLE   233,362 0 0
Goldman Sachs Group Inc/The COM 38141G104 8,616 43,600 SH   SOLE   43,600 0 0
General Motors Co COM 37045V100 3,732 147,500 SH   SOLE   147,500 0 0
Tyson Foods Inc CL A 902494103 2,335 39,100 SH   SOLE   39,100 0 0
Ventas Inc COM 92276F100 2,194 59,900 SH   SOLE   59,900 0 0
Seattle Genetics Inc COM 812578102 2,600 15,300 SH   SOLE   15,300 0 0
Prudential Financial Inc COM 744320102 3,843 63,100 SH   SOLE   63,100 0 0
Intuit Inc COM 461202103 10,130 34,200 SH   SOLE   34,200 0 0
Agilent Technologies Inc COM 00846U101 9,411 106,500 SH   SOLE   106,500 0 0
BlackRock Inc COM 09247X101 10,882 20,000 SH   SOLE   20,000 0 0
Discover Financial Services COM 254709108 2,069 41,300 SH   SOLE   41,300 0 0
Crown Castle International Cor COM 22822V101 8,083 48,300 SH   SOLE   48,300 0 0
DR Horton Inc COM 23331A109 2,523 45,500 SH   SOLE   45,500 0 0
VMware Inc CL A COM 928563402 1,533 9,900 SH   SOLE   9,900 0 0
EPAM Systems Inc COM 29414B104 1,814 7,200 SH   SOLE   7,200 0 0
Aptiv PLC SHS G6095L109 2,595 33,300 SH   SOLE   33,300 0 0
Charter Communications Inc CL A 16119P108 8,620 16,900 SH   SOLE   16,900 0 0
Exact Sciences Corp COM 30063P105 1,652 19,000 SH   SOLE   19,000 0 0
Berkshire Hathaway Inc CL B NEW 084670702 30,186 169,100 SH   SOLE   169,100 0 0
Iron Mountain Inc COM 46284V101 1,840 70,500 SH   SOLE   70,500 0 0
Microchip Technology Inc COM 595017104 3,244 30,800 SH   SOLE   30,800 0 0
Edison International COM 281020107 2,710 49,900 SH   SOLE   49,900 0 0
Skyworks Solutions Inc COM 83088M102 2,838 22,200 SH   SOLE   22,200 0 0
Fiserv Inc COM 337738108 7,156 73,300 SH   SOLE   73,300 0 0
VICI Properties Inc COM 925652109 1,704 84,400 SH   SOLE   84,400 0 0
Blackstone Group Inc/The COM CL A 09260D107 4,867 85,900 SH   SOLE   85,900 0 0
Canadian National Railway Co COM 136375102 14,842 168,300 SH   SOLE   168,300 0 0
Toronto-Dominion Bank/The COM NEW 891160509 14,719 330,869 SH   SOLE   330,869 0 0
Restaurant Brands Internationa COM 76131D103 2,247 41,416 SH   SOLE   41,416 0 0
Franco-Nevada Corp COM 351858105 3,537 25,400 SH   SOLE   25,400 0 0
Kinross Gold Corp COM 496902404 1,646 228,700 SH   SOLE   228,700 0 0
NortonLifeLock Inc COM 668771108 3,175 160,100 SH   SOLE   160,100 0 0
Allegion plc ORD SHS G0176J109 1,574 15,400 SH   SOLE   15,400 0 0
Alnylam Pharmaceuticals Inc COM 02043Q107 2,148 14,500 SH   SOLE   14,500 0 0
Akamai Technologies Inc COM 00971T101 8,471 79,100 SH   SOLE   79,100 0 0
O'Reilly Automotive Inc COM 67103H107 3,626 8,600 SH   SOLE   8,600 0 0
IFF COM 459506101 1,763 14,400 SH   SOLE   14,400 0 0
RPM International Inc COM 749685103 1,734 23,100 SH   SOLE   23,100 0 0
Old Dominion Freight Line Inc COM 679580100 2,103 12,400 SH   SOLE   12,400 0 0
Varian Medical Systems Inc COM 92220P105 1,642 13,400 SH   SOLE   13,400 0 0
Ingersoll Rand Inc COM 45687V106 1,291 45,900 SH   SOLE   45,900 0 0
Regency Centers Corp COM 758849103 83 1,800 SH   SOLE   1,800 0 0
Henry Schein Inc COM 806407102 187 3,200 SH   SOLE   3,200 0 0
Franklin Resources Inc COM 354613101 140 6,700 SH   SOLE   6,700 0 0
Essential Utilities Inc COM 29670G102 1,385 32,800 SH   SOLE   32,800 0 0
Discovery Inc COM SER C 25470F302 1,225 63,600 SH   SOLE   63,600 0 0
Liberty Global PLC SHS CL C G5480U120 1,241 57,700 SH   SOLE   57,700 0 0
Trimble Inc COM 896239100 1,430 33,100 SH   SOLE   33,100 0 0
Zebra Technologies Corp CL A 989207105 2,073 8,100 SH   SOLE   8,100 0 0
Teladoc Health Inc COM 87918A105 1,698 8,900 SH   SOLE   8,900 0 0
Catalent Inc COM 148806102 1,481 20,200 SH   SOLE   20,200 0 0
PerkinElmer Inc COM 714046109 5,444 55,500 SH   SOLE   55,500 0 0
DaVita Inc COM 23918K108 348 4,400 SH   SOLE   4,400 0 0
Guidewire Software Inc COM 40171V100 1,275 11,500 SH   SOLE   11,500 0 0