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 9,842 90,477 SH   SOLE   90,477 0 0
ABBVIE INC COM 00287Y109 40,469 462,551 SH   SOLE   462,551 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 23,387 103,620 SH   SOLE   103,620 0 0
ACTIVISION BLIZZARD INC COM 00507V109 61,267 757,476 SH   SOLE   757,476 0 0
ADOBE INC COM 00724F101 27,631 56,415 SH   SOLE   56,415 0 0
ADVANCED ENERGY INDS COM 007973100 9,752 155,114 SH   SOLE   155,114 0 0
ADVANCED MICRO DEVICES INC COM 007903107 52,422 640,022 SH   SOLE   640,022 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 22,805 226,168 SH   SOLE   226,168 0 0
AGNC INVT CORP COM 00123Q104 51,571 3,708,553 SH   SOLE   3,708,553 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 19,903 180,180 SH   SOLE   180,180 0 0
ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 01881G106 9,679 358,140 SH   SOLE   358,140 0 0
ALLY FINL INC COM 02005N100 10,468 417,746 SH   SOLE   417,746 0 0
ALPHABET INC CAP STK CL C 02079K107 67,267 45,814 SH   SOLE   45,814 0 0
ALTICE USA INC CL A 02156K103 8,580 330,152 SH   SOLE   330,152 0 0
ALTRIA GROUP INC COM 02209S103 5,141 133,176 SH   SOLE   133,176 0 0
AMAZON COM INC COM 023135106 349,229 111,010 SH   SOLE   111,010 0 0
AMEDISYS INC COM 023436108 24,021 101,661 SH   SOLE   101,661 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 4,901 331,137 SH   SOLE   331,137 0 0
AMERICAN EXPRESS CO COM 025816109 38,582 385,146 SH   SOLE   385,146 0 0
AMGEN INC COM 031162100 8,970 35,312 SH   SOLE   35,312 0 0
ANNALY CAPITAL MANAGEMENT IN COM 035710409 41,642 5,848,308 SH   SOLE   5,848,308 0 0
ANTHEM INC COM 036752103 14,685 54,760 SH   SOLE   54,760 0 0
APPLE INC COM 037833100 162,805 1,408,571 SH   SOLE   1,408,571 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 52,790 1,136,367 SH   SOLE   1,136,367 0 0
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 13,060 335,128 SH   SOLE   335,128 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 4,720 12,794 SH   SOLE   12,794 0 0
AUTOLIV INC COM 052800109 3,479 47,775 SH   SOLE   47,775 0 0
AVAYA HLDGS CORP COM 05351X101 5,489 361,264 SH   SOLE   361,264 0 0
AVERY DENNISON CORP COM 053611109 23,536 184,252 SH   SOLE   184,252 0 0
AXON ENTERPRISE INC COM 05464C101 8,016 90,430 SH   SOLE   90,430 0 0
BARRICK GOLD CORPORATION COM 067901108 18,453 657,198 SH   SOLE   657,198 0 0
BECTON DICKINSON & CO COM 075887109 27,332 117,495 SH   SOLE   117,495 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 16,039 75,346 SH   SOLE   75,346 0 0
BEST BUY INC COM 086516101 8,151 73,309 SH   SOLE   73,309 0 0
BIO RAD LABS INC CL A 090572207 68,606 133,228 SH   SOLE   133,228 0 0
BIOXCEL THERAPEUTICS INC COM 09075P105 43,383 1,001,708 SH   SOLE   1,001,708 0 0
BK OF AMERICA CORP COM 060505104 13,615 565,641 SH   SOLE   565,641 0 0
BLACKROCK INC COM 09247X101 28,077 49,858 SH   SOLE   49,858 0 0
BLOOM ENERGY CORP COM CL A 093712107 1,155 64,298 SH   SOLE   64,298 0 0
BOOKING HOLDINGS INC COM 09857L108 34,260 20,051 SH   SOLE   20,051 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 81,803 986,708 SH   SOLE   986,708 0 0
BORR DRILLING LTD SHS G1466R207 6,366 11,363,851 SH   SOLE   11,363,851 0 0
BOSTON SCIENTIFIC CORP COM 101137107 3,044 79,716 SH   SOLE   79,716 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 14,818 97,560 SH   SOLE   97,560 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 62,675 1,040,537 SH   SOLE   1,040,537 0 0
BRIXMOR PPTY GROUP INC COM 11120U105 5,785 495,222 SH   SOLE   495,222 0 0
BROADCOM INC COM 11135F101 175,810 483,086 SH   SOLE   483,086 0 0
BRP INC COM SUN VTG 05577W200 21,617 410,940 SH   SOLE   410,940 0 0
BUCKLE INC COM 118440106 5,625 276,008 SH   SOLE   276,008 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 5,214 159,941 SH   SOLE   159,941 0 0
BURLINGTON STORES INC COM 122017106 71,623 347,607 SH   SOLE   347,607 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 6,046 56,727 SH   SOLE   56,727 0 0
CAMECO CORP COM 13321L108 13,778 1,365,200 SH   SOLE   1,365,200 0 0
CANADIAN IMP BK COMM COM 136069101 10,905 146,306 SH   SOLE   146,306 0 0
CAPITAL ONE FINL CORP COM 14040H105 5,041 70,173 SH   SOLE   70,173 0 0
CARLYLE GROUP INC COM 14316J108 14,151 574,170 SH   SOLE   574,170 0 0
CATERPILLAR INC DEL COM 149123101 48,313 324,297 SH   SOLE   324,297 0 0
CELANESE CORP DEL COM 150870103 18,960 176,540 SH   SOLE   176,540 0 0
CENTENE CORP DEL COM 15135B101 28,234 484,357 SH   SOLE   484,357 0 0
CHEGG INC COM 163092109 11,504 161,100 SH   SOLE   161,100 0 0
CHURCHILL DOWNS INC COM 171484108 88,116 537,401 SH   SOLE   537,401 0 0
CIENA CORP COM NEW 171779309 5,991 150,993 SH   SOLE   150,993 0 0
CIGNA CORP NEW COM 125523100 3,831 22,628 SH   SOLE   22,628 0 0
CISCO SYS INC COM 17275R102 139,278 3,539,552 SH   SOLE   3,539,552 0 0
CIT GROUP INC COM NEW 125581801 7,741 437,404 SH   SOLE   437,404 0 0
CITIGROUP INC COM NEW 172967424 20,164 468,655 SH   SOLE   468,655 0 0
CITIZENS FINANCIAL GROUP INC COM 174610105 5,901 233,642 SH   SOLE   233,642 0 0
CLARIVATE PLC ORD SHS G21810109 18,906 610,404 SH   SOLE   610,404 0 0
CLEAN HARBORS INC COM 184496107 26,045 465,143 SH   SOLE   465,143 0 0
COCA COLA CO COM 191216100 90,240 1,830,295 SH   SOLE   1,830,295 0 0
COLFAX CORP COM 194014106 31,182 994,816 SH   SOLE   994,816 0 0
COLGATE PALMOLIVE CO COM 194162103 10,341 134,159 SH   SOLE   134,159 0 0
COMCAST CORP NEW CL A 20030N101 40,903 885,061 SH   SOLE   885,061 0 0
COMMVAULT SYSTEMS INC COM 204166102 4,147 101,637 SH   SOLE   101,637 0 0
COPART INC COM 217204106 16,971 161,447 SH   SOLE   161,447 0 0
CORNING INC COM 219350105 24,735 763,801 SH   SOLE   763,801 0 0
COSTAR GROUP INC COM 22160N109 29,035 34,293 SH   SOLE   34,293 0 0
COSTCO WHSL CORP NEW COM 22160K105 5,253 14,805 SH   SOLE   14,805 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 28,675 208,913 SH   SOLE   208,913 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 26,387 158,591 SH   SOLE   158,591 0 0
CROWN HLDGS INC COM 228368106 11,127 144,959 SH   SOLE   144,959 0 0
CVS HEALTH CORP COM 126650100 40,132 687,742 SH   SOLE   687,742 0 0
D R HORTON INC COM 23331A109 13,936 184,402 SH   SOLE   184,402 0 0
DARDEN RESTAURANTS INC COM 237194105 13,390 132,951 SH   SOLE   132,951 0 0
DEERE & CO COM 244199105 85,861 387,696 SH   SOLE   387,696 0 0
DELL TECHNOLOGIES INC CL C 24703L202 6,632 98,069 SH   SOLE   98,069 0 0
DENTSPLY SIRONA INC COM 24906P109 26,071 596,795 SH   SOLE   596,795 0 0
DIGITAL RLTY TR INC COM 253868103 20,467 139,699 SH   SOLE   139,699 0 0
DISCOVER FINL SVCS COM 254709108 6,332 109,635 SH   SOLE   109,635 0 0
DISNEY WALT CO COM DISNEY 254687106 4,205 33,883 SH   SOLE   33,883 0 0
DOCUSIGN INC COM 256163106 15,520 72,172 SH   SOLE   72,172 0 0
EBAY INC. COM 278642103 10,718 205,873 SH   SOLE   205,873 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 17,007 213,322 SH   SOLE   213,322 0 0
ELASTIC N V ORD SHS N14506104 55,526 514,938 SH   SOLE   514,938 0 0
ENVISTA HOLDINGS CORPORATION COM 29415F104 22,470 910,983 SH   SOLE   910,983 0 0
EQUINIX INC COM 29444U700 32,021 42,199 SH   SOLE   42,199 0 0
EQUITABLE HLDGS INC COM 29452E101 29,306 1,608,145 SH   SOLE   1,608,145 0 0
ERICSSON ADR B SEK 10 294821608 6,595 605,451 SH   SOLE   605,451 0 0
ESSENTIAL UTILS INC COM 29670G102 9,533 236,999 SH   SOLE   236,999 0 0
EVERGY INC COM 30034W106 2,256 44,408 SH   SOLE   44,408 0 0
EVERTEC INC COM 30040P103 17,283 498,046 SH   SOLE   498,046 0 0
EXACT SCIENCES CORP COM 30063P105 7,012 68,768 SH   SOLE   68,768 0 0
F M C CORP COM NEW 302491303 5,558 52,520 SH   SOLE   52,520 0 0
FACEBOOK INC CL A 30303M102 226,047 864,066 SH   SOLE   864,066 0 0
FEDERATED HERMES INC CL B 314211103 6,878 320,037 SH   SOLE   320,037 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 138,013 938,141 SH   SOLE   938,141 0 0
FIRST FNDTN INC COM 32026V104 5,155 394,234 SH   SOLE   394,234 0 0
FISERV INC COM 337738108 16,063 156,045 SH   SOLE   156,045 0 0
FIVE BELOW INC COM 33829M101 19,189 151,201 SH   SOLE   151,201 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 40,367 540,372 SH   SOLE   540,372 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 97,091 1,122,844 SH   SOLE   1,122,844 0 0
FRANCO NEV CORP COM 351858105 53,313 382,485 SH   SOLE   382,485 0 0
FRANKLIN RESOURCES INC COM 354613101 17,761 873,528 SH   SOLE   873,528 0 0
FREEPORT-MCMORAN INC CL B 35671D857 14,547 931,683 SH   SOLE   931,683 0 0
FTI CONSULTING INC COM 302941109 20,162 190,298 SH   SOLE   190,298 0 0
GENERAL MTRS CO COM 37045V100 46,479 1,572,034 SH   SOLE   1,572,034 0 0
GILEAD SCIENCES INC COM 375558103 5,006 79,283 SH   SOLE   79,283 0 0
GOOSEHEAD INS INC COM CL A 38267D109 7,144 82,410 SH   SOLE   82,410 0 0
GROCERY OUTLET HLDG CORP COM 39874R101 9,974 253,748 SH   SOLE   253,748 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 9,009 102,000 SH   SOLE   102,000 0 0
HANESBRANDS INC COM 410345102 3,402 216,240 SH   SOLE   216,240 0 0
HENRY JACK & ASSOC INC COM 426281101 17,152 105,535 SH   SOLE   105,535 0 0
HESS CORP COM 42809H107 17,163 419,751 SH   SOLE   419,751 0 0
HOME DEPOT INC COM 437076102 17,294 62,334 SH   SOLE   62,334 0 0
HORIZON THERAPEUTICS PUB LTD SHS G46188101 5,210 67,068 SH   SOLE   67,068 0 0
HP INC COM 40434L105 37,392 1,970,837 SH   SOLE   1,970,837 0 0
HUMANA INC COM 444859102 29,177 70,555 SH   SOLE   70,555 0 0
ILLUMINA INC COM 452327109 18,591 60,173 SH   SOLE   60,173 0 0
INFOSYS LTD SPONSORED ADR 456788108 2,473 178,998 SH   SOLE   178,998 0 0
INPHI CORP COM 45772F107 13,915 124,012 SH   SOLE   124,012 0 0
INTEL CORP COM 458140100 22,743 439,474 SH   SOLE   439,474 0 0
INTERPUBLIC GROUP COS INC COM 460690100 7,281 437,206 SH   SOLE   437,206 0 0
IQVIA HLDGS INC COM 46266C105 1,335 8,470 SH   SOLE   8,470 0 0
ITT INC COM 45073V108 28,678 485,956 SH   SOLE   485,956 0 0
JACOBS ENGR GROUP INC COM 469814107 15,982 172,391 SH   SOLE   172,391 0 0
JOHNSON & JOHNSON COM 478160104 104,976 706,174 SH   SOLE   706,174 0 0
JPMORGAN CHASE & CO COM 46625H100 73,740 766,541 SH   SOLE   766,541 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 11,195 61,943 SH   SOLE   61,943 0 0
KB HOME COM 48666K109 9,190 239,614 SH   SOLE   239,614 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 61,805 1,520,205 SH   SOLE   1,520,205 0 0
KONTOOR BRANDS INC COM 50050N103 16,770 693,870 SH   SOLE   693,870 0 0
KORNIT DIGITAL LTD SHS M6372Q113 26,096 402,462 SH   SOLE   402,462 0 0
LAM RESEARCH CORP COM 512807108 4,913 14,824 SH   SOLE   14,824 0 0
LAMAR ADVERTISING CO NEW CL A 512816109 9,316 140,872 SH   SOLE   140,872 0 0
LAMB WESTON HLDGS INC COM 513272104 48,013 724,745 SH   SOLE   724,745 0 0
LEGGETT & PLATT INC COM 524660107 16,616 403,897 SH   SOLE   403,897 0 0
LEVI STRAUSS & CO NEW CL A COM STK 52736R102 4,920 367,168 SH   SOLE   367,168 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 67,377 471,557 SH   SOLE   471,557 0 0
LILLY ELI & CO COM 532457108 5,646 38,214 SH   SOLE   38,214 0 0
LINDE PLC SHS G5494J103 159,172 668,915 SH   SOLE   668,915 0 0
LOCKHEED MARTIN CORP COM 539830109 22,909 59,787 SH   SOLE   59,787 0 0
LOWES COS INC COM 548661107 100,772 608,076 SH   SOLE   608,076 0 0
LPL FINL HLDGS INC COM 50212V100 33,021 430,714 SH   SOLE   430,714 0 0
LULULEMON ATHLETICA INC COM 550021109 23,204 70,497 SH   SOLE   70,497 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 2,194 31,123 SH   SOLE   31,123 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 3,906 99,171 SH   SOLE   99,171 0 0
MASCO CORP COM 574599106 12,871 233,613 SH   SOLE   233,613 0 0
MASTERCARD INCORPORATED CL A 57636Q104 21,480 63,620 SH   SOLE   63,620 0 0
MCDONALDS CORP COM 580135101 36,337 165,593 SH   SOLE   165,593 0 0
MCKESSON CORP COM 58155Q103 17,255 115,937 SH   SOLE   115,937 0 0
MERCK & CO. INC COM 58933Y105 41,902 506,176 SH   SOLE   506,176 0 0
METLIFE INC COM 59156R108 79,693 2,145,447 SH   SOLE   2,145,447 0 0
MICROSOFT CORP COM 594918104 188,804 898,718 SH   SOLE   898,718 0 0
MOLINA HEALTHCARE INC COM 60855R100 24,302 132,876 SH   SOLE   132,876 0 0
MONDELEZ INTL INC CL A 609207105 19,221 334,850 SH   SOLE   334,850 0 0
MSCI INC COM 55354G100 22,794 63,949 SH   SOLE   63,949 0 0
NETFLIX INC COM 64110L106 21,876 43,789 SH   SOLE   43,789 0 0
NEWELL BRANDS INC COM 651229106 3,369 196,399 SH   SOLE   196,399 0 0
NEWMONT CORP COM 651639106 15,017 236,813 SH   SOLE   236,813 0 0
NEXTERA ENERGY INC COM 65339F101 71,499 257,956 SH   SOLE   257,956 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 94,751 1,581,005 SH   SOLE   1,581,005 0 0
NIKE INC CL B 654106103 9,646 76,855 SH   SOLE   76,855 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105 23,288 914,489 SH   SOLE   914,489 0 0
NORFOLK SOUTHERN CORP COM 655844108 147,092 687,803 SH   SOLE   687,803 0 0
NORTHROP GRUMMAN CORP COM 666807102 13,172 41,801 SH   SOLE   41,801 0 0
NRG ENERGY INC COM NEW 629377508 2,332 75,889 SH   SOLE   75,889 0 0
NUTANIX INC CL A 67059N108 7,115 320,787 SH   SOLE   320,787 0 0
NUTRIEN LTD COM 67077M108 21,275 542,725 SH   SOLE   542,725 0 0
NVIDIA CORPORATION COM 67066G104 39,613 73,264 SH   SOLE   73,264 0 0
ORACLE CORP COM 68389X105 55,006 922,130 SH   SOLE   922,130 0 0
OWENS CORNING NEW COM 690742101 4,629 67,327 SH   SOLE   67,327 0 0
PALOMAR HLDGS INC COM 69753M105 18,757 180,127 SH   SOLE   180,127 0 0
PARKER HANNIFIN CORP COM 701094104 14,960 73,956 SH   SOLE   73,956 0 0
PAYPAL HLDGS INC COM 70450Y103 110,227 559,843 SH   SOLE   559,843 0 0
PERKINELMER INC COM 714046109 24,780 197,644 SH   SOLE   197,644 0 0
PFIZER INC COM 717081103 17,998 490,814 SH   SOLE   490,814 0 0
PINTEREST INC CL A 72352L106 61,464 1,481,901 SH   SOLE   1,481,901 0 0
PLANET FITNESS INC CL A 72703H101 4,144 70,378 SH   SOLE   70,378 0 0
POOL CORPORATION COM 73278L105 103,904 310,521 SH   SOLE   310,521 0 0
POTLATCHDELTIC CORPORATION COM 737630103 16,824 399,824 SH   SOLE   399,824 0 0
PPG INDS INC COM 693506107 39,185 321,240 SH   SOLE   321,240 0 0
PRICE T ROWE GROUP INC COM 74144T108 11,294 88,178 SH   SOLE   88,178 0 0
PRIMERICA INC COM 74164M108 5,505 48,689 SH   SOLE   48,689 0 0
PROGRESSIVE CORP OHIO COM 743315103 71,973 760,689 SH   SOLE   760,689 0 0
PULTE GROUP INC COM 745867101 13,069 282,488 SH   SOLE   282,488 0 0
QUALCOMM INC COM 747525103 29,849 253,852 SH   SOLE   253,852 0 0
REXFORD INDL RLTY INC COM 76169C100 7,384 161,535 SH   SOLE   161,535 0 0
RYDER SYS INC COM 783549108 28,379 672,360 SH   SOLE   672,360 0 0
S&P GLOBAL INC COM 78409V104 141,201 391,965 SH   SOLE   391,965 0 0
SAIA INC COM 78709Y105 23,941 189,895 SH   SOLE   189,895 0 0
SAILPOINT TECHNLGIES HLDGS I COM 78781P105 6,884 174,084 SH   SOLE   174,084 0 0
SALESFORCE COM INC COM 79466L302 27,366 109,060 SH   SOLE   109,060 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 16,904 53,136 SH   SOLE   53,136 0 0
SCHWAB CHARLES CORP COM 808513105 22,097 610,410 SH   SOLE   610,410 0 0
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 81,886 2,054,024 SH   SOLE   2,054,024 0 0
SERVICENOW INC COM 81762P102 16,718 34,512 SH   SOLE   34,512 0 0
SHERWIN WILLIAMS CO COM 824348106 23,182 33,304 SH   SOLE   33,304 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 4,955 34,063 SH   SOLE   34,063 0 0
SMARTSHEET INC COM CL A 83200N103 37,523 759,106 SH   SOLE   759,106 0 0
SYNCHRONY FINANCIAL COM 87165B103 31,036 1,187,341 SH   SOLE   1,187,341 0 0
SYNOPSYS INC COM 871607107 27,254 127,511 SH   SOLE   127,511 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 1,128 13,921 SH   SOLE   13,921 0 0
TANGER FACTORY OUTLET CTRS I COM 875465106 1,079 178,835 SH   SOLE   178,835 0 0
TELADOC HEALTH INC COM 87918A105 15,594 71,168 SH   SOLE   71,168 0 0
TENABLE HLDGS INC COM 88025T102 2,860 75,754 SH   SOLE   75,754 0 0
TERADATA CORP DEL COM 88076W103 12,122 534,797 SH   SOLE   534,797 0 0
TERRENO RLTY CORP COM 88146M101 17,210 314,429 SH   SOLE   314,429 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 99,435 225,510 SH   SOLE   225,510 0 0
TJX COS INC NEW COM 872540109 9,713 174,630 SH   SOLE   174,630 0 0
T-MOBILE US INC COM 872590104 115,772 1,013,206 SH   SOLE   1,013,206 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 47,523 392,066 SH   SOLE   392,066 0 0
TRANSDIGM GROUP INC COM 893641100 43,958 92,493 SH   SOLE   92,493 0 0
TRANSUNION COM 89400J107 55,003 653,998 SH   SOLE   653,998 0 0
TUFIN SOFTWARE TECHNOLOGIS L SHS M8893U102 3,342 406,654 SH   SOLE   406,654 0 0
UBER TECHNOLOGIES INC COM 90353T100 8,356 229,284 SH   SOLE   229,284 0 0
UBS GROUP AG SHS H42097107 8,763 782,319 SH   SOLE   782,319 0 0
UNDER ARMOUR INC CL C 904311206 11,714 1,190,190 SH   SOLE   1,190,190 0 0
UNION PAC CORP COM 907818108 18,183 92,450 SH   SOLE   92,450 0 0
UNITEDHEALTH GROUP INC COM 91324P102 40,763 130,957 SH   SOLE   130,957 0 0
US BANCORP DEL COM NEW 902973304 3,153 88,050 SH   SOLE   88,050 0 0
V F CORP COM 918204108 18,438 262,673 SH   SOLE   262,673 0 0
VALE S A SPONSORED ADS 91912E105 14,160 1,338,648 SH   SOLE   1,338,648 0 0
VARONIS SYS INC COM 922280102 31,977 277,188 SH   SOLE   277,188 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 52,376 881,503 SH   SOLE   881,503 0 0
VIACOMCBS INC CL B 92556H206 5,133 183,421 SH   SOLE   183,421 0 0
VICOR CORP COM 925815102 3,263 42,019 SH   SOLE   42,019 0 0
VISA INC COM CL A 92826C839 108,658 544,350 SH   SOLE   544,350 0 0
VONAGE HLDGS CORP COM 92886T201 35,454 3,465,634 SH   SOLE   3,465,634 0 0
VOYA FINANCIAL INC COM 929089100 32,014 668,224 SH   SOLE   668,224 0 0
WALMART INC COM 931142103 34,345 245,673 SH   SOLE   245,673 0 0
WATERS CORP COM 941848103 19,743 100,965 SH   SOLE   100,965 0 0
WESCO INTL INC COM 95082P105 10,724 243,710 SH   SOLE   243,710 0 0
WESTERN ALLIANCE BANCORP COM 957638109 10,901 344,945 SH   SOLE   344,945 0 0
WINGSTOP INC COM 974155103 22,511 164,904 SH   SOLE   164,904 0 0
XILINX INC COM 983919101 2,184 20,948 SH   SOLE   20,948 0 0
YAMANA GOLD INC COM 98462Y100 39,100 6,910,787 SH   SOLE   6,910,787 0 0
ZOETIS INC CL A 98978V103 65,564 396,723 SH   SOLE   396,723 0 0