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 11,629 106,183 SH   SOLE   106,183 0 0
ABBVIE INC COM 00287Y109 77,913 726,991 SH   SOLE   726,991 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 23,958 91,683 SH   SOLE   91,683 0 0
ACTIVISION BLIZZARD INC COM 00507V109 38,280 411,819 SH   SOLE   411,819 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 13,859 27,710 SH   SOLE   27,710 0 0
ADVANCED ENERGY INDS COM 007973100 17,359 178,700 SH   SOLE   178,700 0 0
ADVANCED MICRO DEVICES INC COM 007903107 75,454 821,699 SH   SOLE   821,699 0 0
AGCO CORP COM 001084102 24,105 233,581 SH   SOLE   233,581 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 28,149 237,314 SH   SOLE   237,314 0 0
AGNC INVT CORP COM 00123Q104 40,248 2,575,371 SH   SOLE   2,575,371 0 0
ALCOA CORP COM 013872106 12,315 533,817 SH   SOLE   533,817 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 36,640 157,238 SH   SOLE   157,238 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 31,274 421,485 SH   SOLE   421,485 0 0
ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 01881G106 13,935 412,197 SH   SOLE   412,197 0 0
ALLY FINL INC COM 02005N100 130,946 3,667,012 SH   SOLE   3,667,012 0 0
ALPHABET INC CAP STK CL C 02079K107 225,433 128,508 SH   SOLE   128,508 0 0
ALTICE USA INC CL A 02156K103 37,979 1,002,333 SH   SOLE   1,002,333 0 0
ALTRIA GROUP INC COM 02209S103 12,428 302,708 SH   SOLE   302,708 0 0
AMAZON COM INC COM 023135106 268,395 82,322 SH   SOLE   82,322 0 0
AMEDISYS INC COM 023436108 34,779 118,396 SH   SOLE   118,396 0 0
AMERICAN EXPRESS CO COM 025816109 106,208 877,428 SH   SOLE   877,428 0 0
AMGEN INC COM 031162100 10,126 44,030 SH   SOLE   44,030 0 0
ANTHEM INC COM 036752103 103,960 323,287 SH   SOLE   323,287 0 0
APPLE INC COM 037833100 163,351 1,231,034 SH   SOLE   1,231,034 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 34,764 688,671 SH   SOLE   688,671 0 0
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 16,132 319,716 SH   SOLE   319,716 0 0
AVERY DENNISON CORP COM 053611109 29,735 191,459 SH   SOLE   191,459 0 0
AXON ENTERPRISE INC COM 05464C101 23,604 192,366 SH   SOLE   192,366 0 0
BARRICK GOLD CORP COM 067901108 19,884 871,857 SH   SOLE   871,857 0 0
BECTON DICKINSON & CO COM 075887109 33,801 134,847 SH   SOLE   134,847 0 0
BEST BUY INC COM 086516101 6,988 69,929 SH   SOLE   69,929 0 0
BIO RAD LABS INC CL A 090572207 63,573 108,871 SH   SOLE   108,871 0 0
BIOXCEL THERAPEUTICS INC COM 09075P105 46,839 1,013,448 SH   SOLE   1,013,448 0 0
BK OF AMERICA CORP COM 060505104 13,512 445,648 SH   SOLE   445,648 0 0
BLACKROCK INC COM 09247X101 41,493 57,456 SH   SOLE   57,456 0 0
BLACKSTONE GROUP INC COM CL A 09260D107 34,635 533,571 SH   SOLE   533,571 0 0
BLACKSTONE MTG TR INC COM CL A 09257W100 7,508 272,276 SH   SOLE   272,276 0 0
BOOKING HOLDINGS INC COM 09857L108 96,655 43,380 SH   SOLE   43,380 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 75,714 867,333 SH   SOLE   867,333 0 0
BORR DRILLING LTD SHS G1466R207 7,308 8,400,147 SH   SOLE   8,400,147 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 10,221 59,016 SH   SOLE   59,016 0 0
BRINKER INTL INC COM 109641100 13,137 231,779 SH   SOLE   231,779 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 62,117 1,000,482 SH   SOLE   1,000,482 0 0
BROADCOM INC COM 11135F101 222,318 506,951 SH   SOLE   506,951 0 0
BRP INC COM SUN VTG 05577W200 38,302 579,949 SH   SOLE   579,949 0 0
BUCKLE INC COM 118440106 8,005 273,648 SH   SOLE   273,648 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 8,817 215,558 SH   SOLE   215,558 0 0
BURLINGTON STORES INC COM 122017106 106,326 406,031 SH   SOLE   406,031 0 0
CAMECO CORP COM 13321L108 16,129 1,203,293 SH   SOLE   1,203,293 0 0
CANADIAN IMP BK COMM COM 136069101 6,265 73,283 SH   SOLE   73,283 0 0
CAPITAL ONE FINL CORP COM 14040H105 29,924 302,558 SH   SOLE   302,558 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 9,434 249,765 SH   SOLE   249,765 0 0
CATERPILLAR INC COM 149123101 75,643 415,141 SH   SOLE   415,141 0 0
CELANESE CORP DEL COM 150870103 7,540 57,919 SH   SOLE   57,919 0 0
CENTENE CORP DEL COM 15135B101 2,101 34,983 SH   SOLE   34,983 0 0
CHEGG INC COM 163092109 22,149 244,981 SH   SOLE   244,981 0 0
CHEMOURS CO COM 163851108 8,286 333,795 SH   SOLE   333,795 0 0
CHURCHILL DOWNS INC COM 171484108 113,435 581,323 SH   SOLE   581,323 0 0
CIENA CORP COM NEW 171779309 6,773 128,105 SH   SOLE   128,105 0 0
CIGNA CORP NEW COM 125523100 4,617 22,156 SH   SOLE   22,156 0 0
CIMAREX ENERGY CO COM 171798101 10,558 281,089 SH   SOLE   281,089 0 0
CISCO SYS INC COM 17275R102 153,836 3,433,640 SH   SOLE   3,433,640 0 0
CIT GROUP INC COM NEW 125581801 16,346 454,796 SH   SOLE   454,796 0 0
CITIGROUP INC COM NEW 172967424 95,642 1,549,691 SH   SOLE   1,549,691 0 0
CITIZENS FINL GROUP INC COM 174610105 12,682 354,151 SH   SOLE   354,151 0 0
CITRIX SYS INC COM 177376100 28,718 220,456 SH   SOLE   220,456 0 0
CLARIVATE PLC ORD SHS G21810109 15,114 508,180 SH   SOLE   508,180 0 0
CLEAN HARBORS INC COM 184496107 35,623 467,617 SH   SOLE   467,617 0 0
COCA COLA CO COM 191216100 54,634 995,223 SH   SOLE   995,223 0 0
COLFAX CORP COM 194014106 48,569 1,268,915 SH   SOLE   1,268,915 0 0
COMMVAULT SYSTEMS INC COM 204166102 4,168 75,134 SH   SOLE   75,134 0 0
COPART INC COM 217204106 18,703 146,838 SH   SOLE   146,838 0 0
CORNING INC COM 219350105 28,458 789,028 SH   SOLE   789,028 0 0
COSTAR GROUP INC COM 22160N109 30,550 32,983 SH   SOLE   32,983 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 37,435 176,421 SH   SOLE   176,421 0 0
CROWN HLDGS INC COM 228368106 19,737 196,628 SH   SOLE   196,628 0 0
CVS HEALTH CORP COM 126650100 21,613 316,041 SH   SOLE   316,041 0 0
D R HORTON INC COM 23331A109 12,407 179,768 SH   SOLE   179,768 0 0
DATADOG INC CL A COM 23804L103 5,356 54,368 SH   SOLE   54,368 0 0
DAVITA INC COM 23918K108 4,087 34,768 SH   SOLE   34,768 0 0
DEERE & CO COM 244199105 115,510 429,250 SH   SOLE   429,250 0 0
DELL TECHNOLOGIES INC CL C 24703L202 13,048 177,741 SH   SOLE   177,741 0 0
DISCOVER FINL SVCS COM 254709108 70,154 773,990 SH   SOLE   773,990 0 0
DISNEY WALT CO COM 254687106 73,090 403,025 SH   SOLE   403,025 0 0
DOLLAR TREE INC COM 256746108 1,788 16,533 SH   SOLE   16,533 0 0
DOW INC COM 260557103 27,642 497,365 SH   SOLE   497,365 0 0
ELASTIC N V ORD SHS N14506104 81,023 553,449 SH   SOLE   553,449 0 0
ELECTRONIC ARTS INC COM 285512109 20,374 143,400 SH Call SOLE   143,400 0 0
ENVISTA HOLDINGS CORPORATION COM 29415F104 36,145 1,069,840 SH   SOLE   1,069,840 0 0
EQUINIX INC COM 29444U700 34,034 47,605 SH   SOLE   47,605 0 0
EQUITABLE HLDGS INC COM 29452E101 39,386 1,537,156 SH   SOLE   1,537,156 0 0
EVERCORE INC CLASS A 29977A105 8,810 80,203 SH   SOLE   80,203 0 0
EVERTEC INC COM 30040P103 20,289 515,485 SH   SOLE   515,485 0 0
EXACT SCIENCES CORP COM 30063P105 9,489 71,504 SH   SOLE   71,504 0 0
F5 NETWORKS INC COM 315616102 26,160 148,502 SH   SOLE   148,502 0 0
FACEBOOK INC CL A 30303M102 206,627 755,827 SH   SOLE   755,827 0 0
FEDERATED HERMES INC CL B 314211103 7,493 258,921 SH   SOLE   258,921 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 75,244 531,410 SH   SOLE   531,410 0 0
FIRST FNDTN INC COM 32026V104 3,371 168,137 SH   SOLE   168,137 0 0
FIVE BELOW INC COM 33829M101 35,941 205,202 SH   SOLE   205,202 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 32,384 348,612 SH   SOLE   348,612 0 0
FLOWSERVE CORP COM 34354P105 6,747 182,947 SH   SOLE   182,947 0 0
FMC CORP COM NEW 302491303 3,998 34,738 SH   SOLE   34,738 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 31,902 371,982 SH   SOLE   371,982 0 0
FRANCO NEV CORP COM 351858105 25,535 203,520 SH   SOLE   203,520 0 0
FRANKLIN RESOURCES INC COM 354613101 38,051 1,520,712 SH   SOLE   1,520,712 0 0
FREEPORT-MCMORAN INC CL B 35671D857 25,058 961,881 SH   SOLE   961,881 0 0
GAP INC COM 364760108 20,263 1,003,190 SH   SOLE   1,003,190 0 0
GENERAL MTRS CO COM 37045V100 67,263 1,613,152 SH   SOLE   1,613,152 0 0
GILEAD SCIENCES INC COM 375558103 6,455 110,756 SH   SOLE   110,756 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 7,372 27,976 SH   SOLE   27,976 0 0
GOOSEHEAD INS INC COM CL A 38267D109 10,722 85,687 SH   SOLE   85,687 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 12,968 98,595 SH   SOLE   98,595 0 0
HESS CORP COM 42809H107 57,856 1,094,240 SH   SOLE   1,094,240 0 0
HEXCEL CORP NEW COM 428291108 32,438 668,043 SH   SOLE   668,043 0 0
HOLOGIC INC COM 436440101 1,104 15,126 SH   SOLE   15,126 0 0
HORIZON THERAPEUTICS PUB L SHS G46188101 23,161 316,152 SH   SOLE   316,152 0 0
HP INC COM 40434L105 53,069 2,155,387 SH   SOLE   2,155,387 0 0
HUMANA INC COM 444859102 24,571 59,855 SH   SOLE   59,855 0 0
ILLUMINA INC COM 452327109 21,910 59,109 SH   SOLE   59,109 0 0
INFOSYS LTD SPONSORED ADR 456788108 2,521 148,698 SH   SOLE   148,698 0 0
INPHI CORP COM 45772F107 20,619 128,311 SH   SOLE   128,311 0 0
INTEL CORP COM 458140100 34,628 710,400 SH Call SOLE   710,400 0 0
INTERPUBLIC GROUP COS INC COM 460690100 12,431 527,843 SH   SOLE   527,843 0 0
ITT INC COM 45073V108 60,383 782,796 SH   SOLE   782,796 0 0
JACOBS ENGR GROUP INC COM 469814107 47,161 432,334 SH   SOLE   432,334 0 0
JEFFERIES FINL GROUP INC COM 47233W109 13,744 558,114 SH   SOLE   558,114 0 0
JOHNSON & JOHNSON COM 478160104 28,708 182,402 SH   SOLE   182,402 0 0
JPMORGAN CHASE & CO COM 46625H100 128,450 1,010,328 SH   SOLE   1,010,328 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 13,165 64,404 SH   SOLE   64,404 0 0
KB HOME COM 48666K109 11,517 343,026 SH   SOLE   343,026 0 0
KLA CORP COM NEW 482480100 9,113 35,131 SH   SOLE   35,131 0 0
KONTOOR BRANDS INC COM 50050N103 24,582 604,733 SH   SOLE   604,733 0 0
KORNIT DIGITAL LTD SHS M6372Q113 37,251 417,172 SH   SOLE   417,172 0 0
KRAFT HEINZ CO COM 500754106 19,376 558,304 SH   SOLE   558,304 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 3,243 15,909 SH   SOLE   15,909 0 0
LAMAR ADVERTISING CO NEW CL A 512816109 11,931 143,132 SH   SOLE   143,132 0 0
LAMB WESTON HLDGS INC COM 513272104 16,312 206,989 SH   SOLE   206,989 0 0
LAZARD LTD SHS A G54050102 9,969 235,289 SH   SOLE   235,289 0 0
LENNAR CORP CL A 526057104 6,414 84,043 SH   SOLE   84,043 0 0
LEVI STRAUSS & CO NEW CL A COM STK 52736R102 29,405 1,463,489 SH   SOLE   1,463,489 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 29,630 186,974 SH   SOLE   186,974 0 0
LINDE PLC SHS G5494J103 198,173 751,388 SH   SOLE   751,388 0 0
LOWES COS INC COM 548661107 100,974 628,249 SH   SOLE   628,249 0 0
LPL FINL HLDGS INC COM 50212V100 68,323 654,260 SH   SOLE   654,260 0 0
LULULEMON ATHLETICA INC COM 550021109 10,781 30,965 SH   SOLE   30,965 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 14,896 162,353 SH   SOLE   162,353 0 0
MASTERCARD INCORPORATED CL A 57636Q104 47,714 133,702 SH   SOLE   133,702 0 0
MCKESSON CORP COM 58155Q103 16,335 93,794 SH   SOLE   93,794 0 0
MERCK & CO. INC COM 58933Y105 40,834 498,614 SH   SOLE   498,614 0 0
METLIFE INC COM 59156R108 109,051 2,319,969 SH   SOLE   2,319,969 0 0
MICRON TECHNOLOGY INC COM 595112103 10,900 144,780 SH   SOLE   144,780 0 0
MICROSOFT CORP COM 594918104 130,489 586,287 SH   SOLE   586,287 0 0
MOLINA HEALTHCARE INC COM 60855R100 29,331 137,745 SH   SOLE   137,745 0 0
MORGAN STANLEY COM NEW 617446448 49,760 725,213 SH   SOLE   725,213 0 0
MOSAIC CO NEW COM 61945C103 14,370 624,226 SH   SOLE   624,226 0 0
MSCI INC COM 55354G100 27,490 61,504 SH   SOLE   61,504 0 0
NETAPP INC COM 64110D104 12,044 181,625 SH   SOLE   181,625 0 0
NETFLIX INC COM 64110L106 25,966 47,950 SH   SOLE   47,950 0 0
NEWELL BRANDS INC COM 651229106 8,031 377,971 SH   SOLE   377,971 0 0
NEXTERA ENERGY INC COM 65339F101 76,769 994,974 SH   SOLE   994,974 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 102,777 1,530,981 SH   SOLE   1,530,981 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105 21,259 835,442 SH   SOLE   835,442 0 0
NORFOLK SOUTHN CORP COM 655844108 164,391 690,979 SH   SOLE   690,979 0 0
NVIDIA CORPORATION COM 67066G104 76,046 145,451 SH   SOLE   145,451 0 0
NXP SEMICONDUCTORS N V COM N6596X109 13,059 81,965 SH   SOLE   81,965 0 0
ORACLE CORP COM 68389X105 124,340 1,920,704 SH   SOLE   1,920,704 0 0
OWENS CORNING NEW COM 690742101 11,704 154,249 SH   SOLE   154,249 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 20,566 361,238 SH   SOLE   361,238 0 0
PALOMAR HLDGS INC COM 69753M105 22,752 255,686 SH   SOLE   255,686 0 0
PARKER-HANNIFIN CORP COM 701094104 15,709 57,650 SH   SOLE   57,650 0 0
PAYPAL HLDGS INC COM 70450Y103 179,252 764,704 SH   SOLE   764,704 0 0
PENN NATL GAMING INC COM 707569109 19,483 225,390 SH   SOLE   225,390 0 0
PERKINELMER INC COM 714046109 26,997 187,896 SH   SOLE   187,896 0 0
PFIZER INC COM 717081103 19,664 533,986 SH   SOLE   533,986 0 0
PING IDENTITY HLDG CORP COM 72341T103 3,922 136,745 SH   SOLE   136,745 0 0
PINTEREST INC CL A 72352L106 82,059 1,243,682 SH   SOLE   1,243,682 0 0
PLANET FITNESS INC CL A 72703H101 16,259 209,232 SH   SOLE   209,232 0 0
PLUG POWER INC COM NEW 72919P202 35,295 1,039,533 SH   SOLE   1,039,533 0 0
POLARIS INC COM 731068102 4,928 51,637 SH   SOLE   51,637 0 0
POOL CORP COM 73278L105 77,045 206,502 SH   SOLE   206,502 0 0
PPG INDS INC COM 693506107 21,151 146,408 SH   SOLE   146,408 0 0
PRICE T ROWE GROUP INC COM 74144T108 1,711 11,292 SH   SOLE   11,292 0 0
PRIMERICA INC COM 74164M108 6,320 47,116 SH   SOLE   47,116 0 0
PROGRESSIVE CORP COM 743315103 59,558 601,876 SH   SOLE   601,876 0 0
PROLOGIS INC. COM 74340W103 27,033 270,877 SH   SOLE   270,877 0 0
PULTE GROUP INC COM 745867101 11,634 269,428 SH   SOLE   269,428 0 0
QUALCOMM INC COM 747525103 109,683 719,398 SH   SOLE   719,398 0 0
RALPH LAUREN CORP CL A 751212101 4,691 45,206 SH   SOLE   45,206 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 13,023 181,912 SH   SOLE   181,912 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100 11,593 718,287 SH   SOLE   718,287 0 0
REXFORD INDL RLTY INC COM 76169C100 15,122 307,747 SH   SOLE   307,747 0 0
RYDER SYS INC COM 783549108 37,215 602,216 SH   SOLE   602,216 0 0
S&P GLOBAL INC COM 78409V104 53,367 162,286 SH   SOLE   162,286 0 0
SAIA INC COM 78709Y105 63,307 349,760 SH   SOLE   349,760 0 0
SAILPOINT TECHNOLOGIES HLDGS COM 78781P105 9,649 181,006 SH   SOLE   181,006 0 0
SCHWAB CHARLES CORP COM 808513105 28,967 545,402 SH   SOLE   545,402 0 0
SERVICENOW INC COM 81762P102 21,308 38,656 SH   SOLE   38,656 0 0
SHERWIN WILLIAMS CO COM 824348106 23,582 32,035 SH   SOLE   32,035 0 0
SHOPIFY INC CL A 82509L107 14,530 12,830 SH   SOLE   12,830 0 0
SILVERGATE CAP CORP CL A 82837P408 6,729 90,485 SH   SOLE   90,485 0 0
SIMON PPTY GROUP INC NEW COM 828806109 24,442 286,340 SH   SOLE   286,340 0 0
SKILLZ INC COM 83067L109 8,417 414,553 SH   SOLE   414,553 0 0
SMARTSHEET INC COM CL A 83200N103 37,537 540,927 SH   SOLE   540,927 0 0
SOUTHWEST AIRLS CO COM 844741108 4,634 99,380 SH   SOLE   99,380 0 0
SOUTHWESTERN ENERGY CO COM 845467109 3,477 1,163,144 SH   SOLE   1,163,144 0 0
SPECTRUM BRANDS HLDGS INC NE COM 84790A105 41,076 519,478 SH   SOLE   519,478 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 49,331 1,260,772 SH   SOLE   1,260,772 0 0
STABLE RD ACQUISITION CORP COM CL A 85236Q109 4,220 235,504 SH   SOLE   235,504 0 0
STANLEY BLACK & DECKER INC COM 854502101 22,796 127,517 SH   SOLE   127,517 0 0
SYNCHRONY FINANCIAL COM 87165B103 56,671 1,631,104 SH   SOLE   1,631,104 0 0
SYNEOS HEALTH INC CL A 87166B102 26,195 384,035 SH   SOLE   384,035 0 0
SYNOPSYS INC COM 871607107 33,227 128,094 SH   SOLE   128,094 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 1,628 14,910 SH   SOLE   14,910 0 0
TANGER FACTORY OUTLET CTRS I COM 875465106 1,862 186,769 SH   SOLE   186,769 0 0
TENABLE HLDGS INC COM 88025T102 26,764 511,404 SH   SOLE   511,404 0 0
TERADATA CORP DEL COM 88076W103 5,275 234,441 SH   SOLE   234,441 0 0
TERMINIX GLOBAL HOLDINGS INC COM 88087E100 98,474 1,928,201 SH   SOLE   1,928,201 0 0
TERRENO RLTY CORP COM 88146M101 19,147 326,930 SH   SOLE   326,930 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 85,915 184,311 SH   SOLE   184,311 0 0
T-MOBILE US INC COM 872590104 87,504 648,279 SH   SOLE   648,279 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 67,740 466,212 SH   SOLE   466,212 0 0
TRANSDIGM GROUP INC COM 893641100 93,303 150,604 SH   SOLE   150,604 0 0
TRANSUNION COM 89400J107 76,585 770,995 SH   SOLE   770,995 0 0
TRITON INTL LTD CL A G9078F107 7,966 163,972 SH   SOLE   163,972 0 0
TUFIN SOFTWARE TECHNOLOGIE SHS M8893U102 5,134 411,514 SH   SOLE   411,514 0 0
UBER TECHNOLOGIES INC COM 90353T100 52,119 1,020,457 SH   SOLE   1,020,457 0 0
UBS GROUP AG SHS H42097107 12,125 857,994 SH   SOLE   857,994 0 0
UNDER ARMOUR INC CL C 904311206 18,424 1,237,010 SH   SOLE   1,237,010 0 0
UNION PAC CORP COM 907818108 36,229 174,001 SH   SOLE   174,001 0 0
UNITEDHEALTH GROUP INC COM 91324P102 21,622 61,661 SH   SOLE   61,661 0 0
UNIVAR SOLUTIONS USA INC COM 91336L107 6,913 363,290 SH   SOLE   363,290 0 0
V F CORP COM 918204108 9,493 111,018 SH   SOLE   111,018 0 0
VALE S A SPONSORED ADS 91912E105 18,816 1,119,955 SH   SOLE   1,119,955 0 0
VARONIS SYS INC COM 922280102 33,518 204,512 SH   SOLE   204,512 0 0
VERINT SYS INC COM 92343X100 11,046 164,189 SH   SOLE   164,189 0 0
VISA INC COM CL A 92826C839 86,144 393,737 SH   SOLE   393,737 0 0
VONAGE HLDGS CORP COM 92886T201 48,754 3,782,765 SH   SOLE   3,782,765 0 0
VOYA FINANCIAL INC COM 929089100 30,143 511,936 SH   SOLE   511,936 0 0
WATERS CORP COM 941848103 21,923 88,480 SH   SOLE   88,480 0 0
WESCO INTL INC COM 95082P105 22,756 289,722 SH   SOLE   289,722 0 0
WESTERN ALLIANCE BANCORP COM 957638109 18,817 313,494 SH   SOLE   313,494 0 0
WESTERN DIGITAL CORP. COM 958102105 37,687 679,680 SH   SOLE   679,680 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 17,024 733,950 SH   SOLE   733,950 0 0
WINGSTOP INC COM 974155103 15,225 114,882 SH   SOLE   114,882 0 0
YAMANA GOLD INC COM 98462Y100 34,449 6,023,515 SH   SOLE   6,023,515 0 0
ZOETIS INC CL A 98978V103 61,350 370,405 SH   SOLE   370,405 0 0