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
DEUTSCHE BANK A G NAMEN AKT D18190898 10,931 857,250 SH   SOLE   857,250 0 0
ALLEGION PLC ORD SHS G0176J109 6,356 57,900 SH   SOLE   57,900 0 0
AMCOR PLC ORD G0250X107 5,016 442,700 SH   SOLE   442,700 0 0
CAE INC COM 124765108 2,246 86,200 SH   SOLE   86,200 0 0
CBOE GLOBAL MKTS INC COM 12503M108 3,490 30,500 SH   SOLE   30,500 0 0
CBRE GROUP INC CL A 12504L109 35,235 385,000 SH   SOLE   385,000 0 0
CDW CORP COM 12514G108 4,741 26,500 SH   SOLE   26,500 0 0
CF INDS HLDGS INC COM 125269100 26,785 259,895 SH   SOLE   259,895 0 0
CGI INC CL A SUB VTG 12532H104 13,810 173,200 SH   SOLE   173,200 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 5,633 52,300 SH   SOLE   52,300 0 0
CIGNA CORP NEW COM 125523100 62,797 262,080 SH   SOLE   262,080 0 0
CME GROUP INC COM 12572Q105 38,795 163,100 SH   SOLE   163,100 0 0
CMS ENERGY CORP COM 125896100 16,464 235,400 SH   SOLE   235,400 0 0
CSX CORP COM 126408103 78,533 2,097,000 SH   SOLE   2,097,000 0 0
CVS HEALTH CORP COM 126650100 150,911 1,491,070 SH   SOLE   1,491,070 0 0
CABLE ONE INC COM 12685J105 1,464 1,000 SH   SOLE   1,000 0 0
COTERRA ENERGY INC COM 127097103 1,219 45,200 SH   SOLE   45,200 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 67,835 412,469 SH   SOLE   412,469 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100 1,919 24,800 SH   SOLE   24,800 0 0
CAMDEN PPTY TR SH BEN INT 133131102 5,235 31,500 SH   SOLE   31,500 0 0
CAMECO CORP COM 13321L108 9,133 313,300 SH   SOLE   313,300 0 0
CAMPBELL SOUP CO COM 134429109 3,953 88,700 SH   SOLE   88,700 0 0
AON PLC SHS CL A G0403H108 42,918 131,800 SH   SOLE   131,800 0 0
ARCH CAP GROUP LTD ORD G0450A105 12,957 267,600 SH   SOLE   267,600 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 193,276 573,127 SH   SOLE   573,127 0 0
BUNGE LIMITED COM G16962105 9,519 85,900 SH   SOLE   85,900 0 0
CLARIVATE PLC ORD SHS G21810109 573 34,200 SH   SOLE   34,200 0 0
CREDICORP LTD COM G2519Y108 5,410 31,475 SH   SOLE   31,475 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104 3,281 67,500 SH   SOLE   67,500 0 0
EATON CORP PLC SHS G29183103 119,724 788,904 SH   SOLE   788,904 0 0
FERGUSON PLC NEW SHS G3421J106 21,550 157,684 SH   SOLE   157,684 0 0
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109 3,479 993,917 SH   SOLE   993,917 0 0
HORIZON THERAPEUTICS PUB L SHS G46188101 18,103 172,062 SH   SOLE   172,062 0 0
INVESCO LTD SHS G491BT108 9,408 408,000 SH   SOLE   408,000 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 654 4,200 SH   SOLE   4,200 0 0
JOHNSON CTLS INTL PLC SHS G51502105 82,851 1,263,556 SH   SOLE   1,263,556 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 513 20,100 SH   SOLE   20,100 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 1,858 71,700 SH   SOLE   71,700 0 0
LINDE PLC SHS G5494J103 158,842 497,267 SH   SOLE   497,267 0 0
MEDTRONIC PLC SHS G5960L103 93,928 846,581 SH   SOLE   846,581 0 0
APTIV PLC SHS G6095L109 90,960 759,833 SH   SOLE   759,833 0 0
NOVOCURE LTD ORD SHS G6674U108 1,533 18,500 SH   SOLE   18,500 0 0
PENTAIR PLC SHS G7S00T104 9,882 182,300 SH   SOLE   182,300 0 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104 725 18,600 SH   SOLE   18,600 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 5,466 60,800 SH   SOLE   60,800 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 5,080 99,900 SH   SOLE   99,900 0 0
STERIS PLC SHS USD G8473T100 7,374 30,500 SH   SOLE   30,500 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 10,384 68,000 SH   SOLE   68,000 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103 8,315 35,200 SH   SOLE   35,200 0 0
ALCON AG ORD SHS H01301128 28,351 354,006 SH   SOLE   354,006 0 0
CHUBB LIMITED COM H1467J104 106,858 499,568 SH   SOLE   499,568 0 0
GARMIN LTD SHS H2906T109 4,792 40,400 SH   SOLE   40,400 0 0
UBS GROUP AG SHS H42097107 104,256 5,287,498 SH   SOLE   5,287,498 0 0
LOGITECH INTL S A SHS H50430232 2,175 28,929 SH   SOLE   28,929 0 0
TE CONNECTIVITY LTD SHS H84989104 114,426 873,612 SH   SOLE   873,612 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 6,233 45,079 SH   SOLE   45,079 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 2,818 16,700 SH   SOLE   16,700 0 0
FIVERR INTL LTD ORD SHS M4R82T106 358 4,700 SH   SOLE   4,700 0 0
ICL GROUP LTD SHS M53213100 3,841 320,625 SH   SOLE   320,625 0 0
INMODE LTD SHS M5425M103 388 10,500 SH   SOLE   10,500 0 0
KORNIT DIGITAL LTD SHS M6372Q113 2,406 29,100 SH   SOLE   29,100 0 0
WIX COM LTD SHS M98068105 2,486 23,800 SH   SOLE   23,800 0 0
AERCAP HOLDINGS NV SHS N00985106 1,971 39,200 SH   SOLE   39,200 0 0
CNH INDL N V SHS N20944109 23,461 1,464,769 SH   SOLE   1,464,769 0 0
FERRARI N V COM N3167Y103 18,253 82,561 SH   SOLE   82,561 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 29,304 285,000 SH   SOLE   285,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109 18,638 100,700 SH   SOLE   100,700 0 0
QIAGEN NV SHS NEW N72482123 16,225 328,424 SH   SOLE   328,424 0 0
STELLANTIS N.V SHS N82405106 51,408 3,121,816 SH   SOLE   3,121,816 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 8,654 103,300 SH   SOLE   103,300 0 0
AFLAC INC COM 001055102 20,495 318,300 SH   SOLE   318,300 0 0
ACM RESH INC COM CL A 00108J109 3,737 180,600 SH   SOLE   180,600 0 0
AGNC INVT CORP COM 00123Q104 1,607 122,700 SH   SOLE   122,700 0 0
AES CORP COM 00130H105 82,167 3,193,445 SH   SOLE   3,193,445 0 0
AMC ENTMT HLDGS INC CL A COM 00165C104 7,187 291,700 SH   SOLE   291,700 0 0
AT&T INC COM 00206R102 133,507 5,649,875 SH   SOLE   5,649,875 0 0
ABBOTT LABS COM 002824100 179,788 1,518,989 SH   SOLE   1,518,989 0 0
ABBVIE INC COM 00287Y109 226,869 1,399,476 SH   SOLE   1,399,476 0 0
ABIOMED INC COM 003654100 4,704 14,200 SH   SOLE   14,200 0 0
ACTIVISION BLIZZARD INC COM 00507V109 48,713 608,072 SH   SOLE   608,072 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 244,854 537,408 SH   SOLE   537,408 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 85,256 411,942 SH   SOLE   411,942 0 0
ADVANCED MICRO DEVICES INC COM 007903107 193,977 1,774,069 SH   SOLE   1,774,069 0 0
AFFIRM HLDGS INC COM CL A 00827B106 2,601 56,200 SH   SOLE   56,200 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 19,704 148,900 SH   SOLE   148,900 0 0
AGNICO EAGLE MINES LTD COM 008474108 19,457 317,678 SH   SOLE   317,678 0 0
AIRBNB INC COM CL A 009066101 15,888 92,500 SH   SOLE   92,500 0 0
AIR PRODS & CHEMS INC COM 009158106 92,738 371,085 SH   SOLE   371,085 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 57,582 482,305 SH   SOLE   482,305 0 0
ALBEMARLE CORP COM 012653101 42,513 192,237 SH   SOLE   192,237 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 64,143 318,721 SH   SOLE   318,721 0 0
ALGONQUIN PWR UTILS CORP COM 015857105 3,510 226,100 SH   SOLE   226,100 0 0
ALIGN TECHNOLOGY INC COM 016255101 20,797 47,700 SH   SOLE   47,700 0 0
ALLEGHANY CORP MD COM 017175100 16,517 19,500 SH   SOLE   19,500 0 0
ALLIANT ENERGY CORP COM 018802108 5,205 83,300 SH   SOLE   83,300 0 0
ALLSTATE CORP COM 020002101 11,566 83,500 SH   SOLE   83,500 0 0
ALLY FINL INC COM 02005N100 10,279 236,400 SH   SOLE   236,400 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 10,062 61,623 SH   SOLE   61,623 0 0
ALPHABET INC CAP STK CL C 02079K107 768,016 274,980 SH   SOLE   274,980 0 0
ALPHABET INC CAP STK CL A 02079K305 803,913 289,037 SH   SOLE   289,037 0 0
AMAZON COM INC COM 023135106 1,458,863 447,511 SH   SOLE   447,511 0 0
AMERCO COM 023586100 1,970 3,300 SH   SOLE   3,300 0 0
AMEREN CORP COM 023608102 8,220 87,669 SH   SOLE   87,669 0 0
AMERICAN ELEC PWR CO INC COM 025537101 79,116 792,986 SH   SOLE   792,986 0 0
AMERICAN EXPRESS CO COM 025816109 127,646 682,599 SH   SOLE   682,599 0 0
AMERICAN FINL GROUP INC OHIO COM 025932104 8,315 57,100 SH   SOLE   57,100 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 37,837 602,794 SH   SOLE   602,794 0 0
AMERICAN TOWER CORP NEW COM 03027X100 141,324 562,550 SH   SOLE   562,550 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 58,304 352,227 SH   SOLE   352,227 0 0
AMERISOURCEBERGEN CORP COM 03073E105 7,550 48,800 SH   SOLE   48,800 0 0
AMERIPRISE FINL INC COM 03076C106 45,264 150,700 SH   SOLE   150,700 0 0
AMETEK INC COM 031100100 3,982 29,900 SH   SOLE   29,900 0 0
AMGEN INC COM 031162100 125,608 519,427 SH   SOLE   519,427 0 0
AMPHENOL CORP NEW CL A 032095101 28,286 375,400 SH   SOLE   375,400 0 0
ANALOG DEVICES INC COM 032654105 110,314 667,841 SH   SOLE   667,841 0 0
ANNALY CAPITAL MANAGEMENT IN COM 035710409 3,638 516,800 SH   SOLE   516,800 0 0
ANSYS INC COM 03662Q105 60,541 190,590 SH   SOLE   190,590 0 0
ANTHEM INC COM 036752103 116,869 237,916 SH   SOLE   237,916 0 0
APOLLO GLOBAL MGMT INC COM 03769M106 5,815 93,800 SH   SOLE   93,800 0 0
APPLE INC COM 037833100 2,577,648 14,762,316 SH   SOLE   14,762,316 0 0
APPLIED MATLS INC COM 038222105 155,926 1,183,047 SH   SOLE   1,183,047 0 0
ARAMARK COM 03852U106 2,530 67,300 SH   SOLE   67,300 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 20,787 230,300 SH   SOLE   230,300 0 0
ARISTA NETWORKS INC COM 040413106 32,897 236,700 SH   SOLE   236,700 0 0
ARROW ELECTRS INC COM 042735100 5,338 45,000 SH   SOLE   45,000 0 0
ASANA INC CL A 04342Y104 675 16,900 SH   SOLE   16,900 0 0
ASSURANT INC COM 04621X108 2,400 13,200 SH   SOLE   13,200 0 0
ATMOS ENERGY CORP COM 049560105 4,744 39,700 SH   SOLE   39,700 0 0
AUTODESK INC COM 052769106 80,543 375,754 SH   SOLE   375,754 0 0
AUTOHOME INC SP ADS RP CL A 05278C107 1,000 32,900 SH   SOLE   32,900 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 49,758 218,677 SH   SOLE   218,677 0 0
AUTOZONE INC COM 053332102 43,754 21,400 SH   SOLE   21,400 0 0
AVALARA INC COM 05338G106 1,184 11,900 SH   SOLE   11,900 0 0
AVALONBAY CMNTYS INC COM 053484101 10,754 43,300 SH   SOLE   43,300 0 0
AVANTOR INC COM 05352A100 5,411 160,000 SH   SOLE   160,000 0 0
AVERY DENNISON CORP COM 053611109 6,959 40,000 SH   SOLE   40,000 0 0
BCE INC COM NEW 05534B760 4,039 72,800 SH   SOLE   72,800 0 0
BAIDU INC SPON ADR REP A 056752108 30,211 228,354 SH   SOLE   228,354 0 0
BAKER HUGHES COMPANY CL A 05722G100 9,215 253,100 SH   SOLE   253,100 0 0
BALL CORP COM 058498106 15,696 174,400 SH   SOLE   174,400 0 0
BK OF AMERICA CORP COM 060505104 374,546 9,086,505 SH   SOLE   9,086,505 0 0
BANK MONTREAL QUE COM 063671101 36,688 311,500 SH   SOLE   311,500 0 0
BANK NEW YORK MELLON CORP COM 064058100 17,017 342,872 SH   SOLE   342,872 0 0
BANK NOVA SCOTIA B C COM 064149107 53,888 751,217 SH   SOLE   751,217 0 0
BARRICK GOLD CORP COM 067901108 15,019 614,653 SH   SOLE   614,653 0 0
BATH & BODY WORKS INC COM 070830104 3,026 63,300 SH   SOLE   63,300 0 0
BAUSCH HEALTH COS INC COM 071734107 7,955 347,900 SH   SOLE   347,900 0 0
BAXTER INTL INC COM 071813109 12,841 165,600 SH   SOLE   165,600 0 0
BECTON DICKINSON & CO COM 075887109 26,174 98,400 SH   SOLE   98,400 0 0
BEIGENE LTD SPONSORED ADR 07725L102 5,716 30,307 SH   SOLE   30,307 0 0
BENTLEY SYS INC COM CL B 08265T208 2,372 53,700 SH   SOLE   53,700 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 381,184 1,080,118 SH   SOLE   1,080,118 0 0
BEST BUY INC COM 086516101 9,772 107,500 SH   SOLE   107,500 0 0
BILIBILI INC SPONS ADS REP Z 090040106 1,264 49,406 SH   SOLE   49,406 0 0
BILL COM HLDGS INC COM 090043100 7,212 31,800 SH   SOLE   31,800 0 0
BIO RAD LABS INC CL A 090572207 6,590 11,700 SH   SOLE   11,700 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 6,338 82,200 SH   SOLE   82,200 0 0
BIOGEN INC COM 09062X103 36,312 172,424 SH   SOLE   172,424 0 0
BIO-TECHNE CORP COM 09073M104 12,212 28,200 SH   SOLE   28,200 0 0
BLACK KNIGHT INC COM 09215C105 2,952 50,900 SH   SOLE   50,900 0 0
BLACKBERRY LTD COM 09228F103 4,507 607,300 SH   SOLE   607,300 0 0
BLACKROCK INC COM 09247X101 197,403 258,323 SH   SOLE   258,323 0 0
BLACKSTONE INC COM 09260D107 66,974 527,600 SH   SOLE   527,600 0 0
BOEING CO COM 097023105 115,853 604,976 SH   SOLE   604,976 0 0
BOOKING HOLDINGS INC COM 09857L108 82,196 35,000 SH   SOLE   35,000 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 4,796 54,600 SH   SOLE   54,600 0 0
BORGWARNER INC COM 099724106 4,149 106,657 SH   SOLE   106,657 0 0
BOSTON PROPERTIES INC COM 101121101 9,390 72,900 SH   SOLE   72,900 0 0
BOSTON SCIENTIFIC CORP COM 101137107 69,371 1,566,282 SH   SOLE   1,566,282 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 133,835 1,832,602 SH   SOLE   1,832,602 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 32,450 208,400 SH   SOLE   208,400 0 0
BROADCOM INC COM 11135F101 213,966 339,801 SH   SOLE   339,801 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 99,381 1,756,250 SH   SOLE   1,756,250 0 0
BROOKFIELD RENEWABLE CORP CL A SUB VTG 11284V105 468 10,700 SH   SOLE   10,700 0 0
BROWN & BROWN INC COM 115236101 6,627 91,700 SH   SOLE   91,700 0 0
BROWN FORMAN CORP CL B 115637209 5,630 84,000 SH   SOLE   84,000 0 0
BURLINGTON STORES INC COM 122017106 19,110 104,900 SH   SOLE   104,900 0 0
CANADIAN IMP BK COMM COM 136069101 26,279 216,300 SH   SOLE   216,300 0 0
CANADIAN NATL RY CO COM 136375102 51,796 385,780 SH   SOLE   385,780 0 0
CANADIAN NAT RES LTD COM 136385101 34,102 547,713 SH   SOLE   547,713 0 0
CANADIAN PAC RY LTD COM 13645T100 32,745 396,400 SH   SOLE   396,400 0 0
CAPITAL ONE FINL CORP COM 14040H105 33,243 253,200 SH   SOLE   253,200 0 0
CARDINAL HEALTH INC COM 14149Y108 17,469 308,100 SH   SOLE   308,100 0 0
CARMAX INC COM 143130102 3,965 41,100 SH   SOLE   41,100 0 0
CARLYLE GROUP INC COM 14316J108 6,833 139,700 SH   SOLE   139,700 0 0
CARNIVAL CORP COMMON STOCK 143658300 2,044 101,100 SH   SOLE   101,100 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 23,976 522,700 SH   SOLE   522,700 0 0
CARVANA CO CL A 146869102 465 3,900 SH   SOLE   3,900 0 0
CATALENT INC COM 148806102 8,950 80,700 SH   SOLE   80,700 0 0
CATERPILLAR INC COM 149123101 75,923 340,736 SH   SOLE   340,736 0 0
CELANESE CORP DEL COM 150870103 10,615 74,300 SH   SOLE   74,300 0 0
CENTENE CORP DEL COM 15135B101 19,237 228,497 SH   SOLE   228,497 0 0
CENOVUS ENERGY INC COM 15135U109 8,770 525,637 SH   SOLE   525,637 0 0
CENTERPOINT ENERGY INC COM 15189T107 5,209 170,000 SH   SOLE   170,000 0 0
CERIDIAN HCM HLDG INC COM 15677J108 6,508 95,200 SH   SOLE   95,200 0 0
CERNER CORP COM 156782104 44,725 478,031 SH   SOLE   478,031 0 0
CHARLES RIV LABS INTL INC COM 159864107 5,197 18,300 SH   SOLE   18,300 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 90,601 166,081 SH   SOLE   166,081 0 0
CHENIERE ENERGY INC COM NEW 16411R208 11,730 84,600 SH   SOLE   84,600 0 0
CHEVRON CORP NEW COM 166764100 301,164 1,849,562 SH   SOLE   1,849,562 0 0
CHEWY INC CL A 16679L109 971 23,800 SH   SOLE   23,800 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 21,990 13,900 SH   SOLE   13,900 0 0
CHURCH & DWIGHT CO INC COM 171340102 8,249 83,000 SH   SOLE   83,000 0 0
CINCINNATI FINL CORP COM 172062101 8,334 61,300 SH   SOLE   61,300 0 0
CISCO SYS INC COM 17275R102 205,598 3,687,196 SH   SOLE   3,687,196 0 0
CINTAS CORP COM 172908105 98,137 230,698 SH   SOLE   230,698 0 0
CITIGROUP INC COM NEW 172967424 112,710 2,110,673 SH   SOLE   2,110,673 0 0
CITIZENS FINL GROUP INC COM 174610105 44,411 979,735 SH   SOLE   979,735 0 0
CITRIX SYS INC COM 177376100 10,514 104,200 SH   SOLE   104,200 0 0
CLOROX CO DEL COM 189054109 12,541 90,200 SH   SOLE   90,200 0 0
CLOUDFLARE INC CL A COM 18915M107 16,243 135,700 SH   SOLE   135,700 0 0
COCA COLA CO COM 191216100 262,881 4,240,010 SH   SOLE   4,240,010 0 0
COGNEX CORP COM 192422103 8,294 107,500 SH   SOLE   107,500 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 13,917 155,200 SH   SOLE   155,200 0 0
COLGATE PALMOLIVE CO COM 194162103 52,854 697,000 SH   SOLE   697,000 0 0
COMCAST CORP NEW CL A 20030N101 240,040 5,126,870 SH   SOLE   5,126,870 0 0
COMPANIA DE MINAS BUENAVENTU SPONSORED ADR 204448104 989 98,173 SH   SOLE   98,173 0 0
CONAGRA BRANDS INC COM 205887102 6,737 200,700 SH   SOLE   200,700 0 0
CONOCOPHILLIPS COM 20825C104 160,185 1,601,847 SH   SOLE   1,601,847 0 0
CONSOLIDATED EDISON INC COM 209115104 11,059 116,800 SH   SOLE   116,800 0 0
CONSTELLATION BRANDS INC CL A 21036P108 19,209 83,400 SH   SOLE   83,400 0 0
CONSTELLATION ENERGY CORP COM 21037T109 8,728 155,165 SH   SOLE   155,165 0 0
COOPER COS INC COM NEW 216648402 6,681 16,000 SH   SOLE   16,000 0 0
COPART INC COM 217204106 55,928 445,748 SH   SOLE   445,748 0 0
CORNING INC COM 219350105 11,660 315,900 SH   SOLE   315,900 0 0
CORTEVA INC COM 22052L104 24,686 429,466 SH   SOLE   429,466 0 0
COSTCO WHSL CORP NEW COM 22160K105 195,044 338,706 SH   SOLE   338,706 0 0
COSTAR GROUP INC COM 22160N109 22,128 332,200 SH   SOLE   332,200 0 0
COUPA SOFTWARE INC COM 22266L106 3,984 39,200 SH   SOLE   39,200 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 20,596 90,700 SH   SOLE   90,700 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 146,213 792,051 SH   SOLE   792,051 0 0
CROWN HLDGS INC COM 228368106 85,186 680,995 SH   SOLE   680,995 0 0
CUMMINS INC COM 231021106 12,327 60,100 SH   SOLE   60,100 0 0
D R HORTON INC COM 23331A109 16,578 222,500 SH   SOLE   222,500 0 0
DTE ENERGY CO COM 233331107 28,240 213,600 SH   SOLE   213,600 0 0
DADA NEXUS LTD ADS 23344D108 166 18,209 SH   SOLE   18,209 0 0
DANAHER CORPORATION COM 235851102 171,812 585,729 SH   SOLE   585,729 0 0
DAQO NEW ENERGY CORP SPNSRD ADS NEW 23703Q203 8,802 213,030 SH   SOLE   213,030 0 0
DARDEN RESTAURANTS INC COM 237194105 4,720 35,500 SH   SOLE   35,500 0 0
DARLING INGREDIENTS INC COM 237266101 44,777 557,065 SH   SOLE   557,065 0 0
DATADOG INC CL A COM 23804L103 10,088 66,600 SH   SOLE   66,600 0 0
DAVITA INC COM 23918K108 3,382 29,900 SH   SOLE   29,900 0 0
DECKERS OUTDOOR CORP COM 243537107 34,332 125,403 SH   SOLE   125,403 0 0
DEERE & CO COM 244199105 181,273 436,318 SH   SOLE   436,318 0 0
DELL TECHNOLOGIES INC CL C 24703L202 3,558 70,900 SH   SOLE   70,900 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 8,068 203,900 SH   SOLE   203,900 0 0
DENTSPLY SIRONA INC COM 24906P109 14,220 288,900 SH   SOLE   288,900 0 0
DEVON ENERGY CORP NEW COM 25179M103 19,294 326,299 SH   SOLE   326,299 0 0
DEXCOM INC COM 252131107 11,511 22,500 SH   SOLE   22,500 0 0
DIAMONDBACK ENERGY INC COM 25278X109 2,413 17,600 SH   SOLE   17,600 0 0
DIGITAL RLTY TR INC COM 253868103 31,806 224,300 SH   SOLE   224,300 0 0
DISNEY WALT CO COM 254687106 209,527 1,527,609 SH   SOLE   1,527,609 0 0
DISCOVERY INC COM SER A 25470F104 1,759 70,600 SH   SOLE   70,600 0 0
DISCOVERY INC COM SER C 25470F302 2,297 92,000 SH   SOLE   92,000 0 0
DISCOVER FINL SVCS COM 254709108 14,644 132,900 SH   SOLE   132,900 0 0
DOCUSIGN INC COM 256163106 77,821 726,480 SH   SOLE   726,480 0 0
DOLLAR GEN CORP NEW COM 256677105 93,480 419,888 SH   SOLE   419,888 0 0
DOLLAR TREE INC COM 256746108 12,171 76,000 SH   SOLE   76,000 0 0
DOMINION ENERGY INC COM 25746U109 37,571 442,164 SH   SOLE   442,164 0 0
DOMINOS PIZZA INC COM 25754A201 4,111 10,100 SH   SOLE   10,100 0 0
DOORDASH INC CL A 25809K105 586 5,000 SH   SOLE   5,000 0 0
DOVER CORP COM 260003108 12,960 82,600 SH   SOLE   82,600 0 0
DOW INC COM 260557103 27,495 431,498 SH   SOLE   431,498 0 0
DRAFTKINGS INC COM CL A 26142R104 810 41,600 SH   SOLE   41,600 0 0
DROPBOX INC CL A 26210C104 7,038 302,700 SH   SOLE   302,700 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 78,317 701,385 SH   SOLE   701,385 0 0
DUKE REALTY CORP COM NEW 264411505 6,601 113,700 SH   SOLE   113,700 0 0
DUPONT DE NEMOURS INC COM 26614N102 25,748 349,932 SH   SOLE   349,932 0 0
DYNATRACE INC COM NEW 268150109 10,155 215,600 SH   SOLE   215,600 0 0
EOG RES INC COM 26875P101 94,842 795,457 SH   SOLE   795,457 0 0
EASTMAN CHEM CO COM 277432100 16,271 145,200 SH   SOLE   145,200 0 0
EBAY INC. COM 278642103 24,587 429,400 SH   SOLE   429,400 0 0
ECOLAB INC COM 278865100 35,711 202,260 SH   SOLE   202,260 0 0
EDISON INTL COM 281020107 8,531 121,700 SH   SOLE   121,700 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 45,463 386,200 SH   SOLE   386,200 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 5,547 212,600 SH   SOLE   212,600 0 0
ELECTRONIC ARTS INC COM 285512109 26,605 210,300 SH   SOLE   210,300 0 0
EMERSON ELEC CO COM 291011104 119,961 1,223,468 SH   SOLE   1,223,468 0 0
ENBRIDGE INC COM 29250N105 70,172 1,522,460 SH   SOLE   1,522,460 0 0
ENPHASE ENERGY INC COM 29355A107 69,729 345,569 SH   SOLE   345,569 0 0
ENTEGRIS INC COM 29362U104 12,443 94,800 SH   SOLE   94,800 0 0
ENTERGY CORP NEW COM 29364G103 5,779 49,500 SH   SOLE   49,500 0 0
EPAM SYS INC COM 29414B104 61,341 206,808 SH   SOLE   206,808 0 0
EQUIFAX INC COM 294429105 36,561 154,200 SH   SOLE   154,200 0 0
EQUINIX INC COM 29444U700 170,662 230,121 SH   SOLE   230,121 0 0
EQUITABLE HLDGS INC COM 29452E101 8,868 286,900 SH   SOLE   286,900 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 13,889 181,600 SH   SOLE   181,600 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 19,189 213,400 SH   SOLE   213,400 0 0
ERIE INDTY CO CL A 29530P102 123 700 SH   SOLE   700 0 0
ESSENTIAL UTILS INC COM 29670G102 3,027 59,200 SH   SOLE   59,200 0 0
ESSEX PPTY TR INC COM 297178105 7,324 21,200 SH   SOLE   21,200 0 0
ETSY INC COM 29786A106 49,547 398,676 SH   SOLE   398,676 0 0
EVERGY INC COM 30034W106 3,342 48,900 SH   SOLE   48,900 0 0
EVERSOURCE ENERGY COM 30040W108 15,160 171,900 SH   SOLE   171,900 0 0
EXACT SCIENCES CORP COM 30063P105 2,797 40,000 SH   SOLE   40,000 0 0
EXELON CORP COM 30161N101 26,801 562,700 SH   SOLE   562,700 0 0
EXPEDIA GROUP INC COM NEW 30212P303 21,582 110,300 SH   SOLE   110,300 0 0
EXPEDITORS INTL WASH INC COM 302130109 10,306 99,900 SH   SOLE   99,900 0 0
EXTRA SPACE STORAGE INC COM 30225T102 8,388 40,800 SH   SOLE   40,800 0 0
EXXON MOBIL CORP COM 30231G102 319,560 3,869,229 SH   SOLE   3,869,229 0 0
FMC CORP COM NEW 302491303 73,096 555,568 SH   SOLE   555,568 0 0
META PLATFORMS INC CL A 30303M102 448,283 2,016,025 SH   SOLE   2,016,025 0 0
FACTSET RESH SYS INC COM 303075105 6,425 14,800 SH   SOLE   14,800 0 0
FAIR ISAAC CORP COM 303250104 3,032 6,500 SH   SOLE   6,500 0 0
FASTENAL CO COM 311900104 18,254 307,300 SH   SOLE   307,300 0 0
FEDEX CORP COM 31428X106 58,417 252,460 SH   SOLE   252,460 0 0
F5 INC COM 315616102 27,521 131,712 SH   SOLE   131,712 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 15,541 154,763 SH   SOLE   154,763 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 17,426 356,800 SH   SOLE   356,800 0 0
FIFTH THIRD BANCORP COM 316773100 7,807 181,400 SH   SOLE   181,400 0 0
51JOB INC SPONSORED ADS 316827104 861 14,700 SH   SOLE   14,700 0 0
FIRST CTZNS BANCSHARES INC N CL A 31946M103 6,922 10,400 SH   SOLE   10,400 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 57,943 357,453 SH   SOLE   357,453 0 0
FIRSTSERVICE CORP NEW COM 33767E202 2,302 15,900 SH   SOLE   15,900 0 0
FISERV INC COM 337738108 20,391 201,095 SH   SOLE   201,095 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 16,637 66,800 SH   SOLE   66,800 0 0
FORD MTR CO DEL COM 345370860 33,992 2,010,200 SH   SOLE   2,010,200 0 0
FORTIS INC COM 349553107 7,039 142,200 SH   SOLE   142,200 0 0
FORTINET INC COM 34959E109 15,276 44,700 SH   SOLE   44,700 0 0
FORTIVE CORP COM 34959J108 5,356 87,900 SH   SOLE   87,900 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 13,185 177,500 SH   SOLE   177,500 0 0
FOX CORP CL A COM 35137L105 32,202 816,275 SH   SOLE   816,275 0 0
FOX CORP CL B COM 35137L204 3,987 109,900 SH   SOLE   109,900 0 0
FRANCO NEV CORP COM 351858105 10,114 63,500 SH   SOLE   63,500 0 0
FRANKLIN RESOURCES INC COM 354613101 12,651 453,100 SH   SOLE   453,100 0 0
FREEPORT-MCMORAN INC CL B 35671D857 130,067 2,614,944 SH   SOLE   2,614,944 0 0
FUTU HLDGS LTD SPON ADS CL A 36118L106 1,446 44,416 SH   SOLE   44,416 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 2,637 67,186 SH   SOLE   67,186 0 0
GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104 1,322 40,600 SH   SOLE   40,600 0 0
GALLAGHER ARTHUR J & CO COM 363576109 26,801 153,500 SH   SOLE   153,500 0 0
GARTNER INC COM 366651107 28,883 97,100 SH   SOLE   97,100 0 0
GENERAC HLDGS INC COM 368736104 7,996 26,900 SH   SOLE   26,900 0 0
GENERAL DYNAMICS CORP COM 369550108 22,574 93,600 SH   SOLE   93,600 0 0
GENERAL ELECTRIC CO COM NEW 369604301 38,531 421,102 SH   SOLE   421,102 0 0
GENERAL MLS INC COM 370334104 12,698 187,500 SH   SOLE   187,500 0 0
GENERAL MTRS CO COM 37045V100 62,535 1,429,707 SH   SOLE   1,429,707 0 0
GENUINE PARTS CO COM 372460105 14,316 113,600 SH   SOLE   113,600 0 0
GILEAD SCIENCES INC COM 375558103 69,020 1,160,978 SH   SOLE   1,160,978 0 0
GILDAN ACTIVEWEAR INC COM 375916103 12,107 322,500 SH   SOLE   322,500 0 0
GLOBAL PMTS INC COM 37940X102 53,217 388,903 SH   SOLE   388,903 0 0
GLOBE LIFE INC COM 37959E102 362 3,600 SH   SOLE   3,600 0 0
GODADDY INC CL A 380237107 9,969 119,100 SH   SOLE   119,100 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 148,138 448,767 SH   SOLE   448,767 0 0
GRAINGER W W INC COM 384802104 9,439 18,300 SH   SOLE   18,300 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 3,860 40,800 SH   SOLE   40,800 0 0
HCA HEALTHCARE INC COM 40412C101 53,813 214,721 SH   SOLE   214,721 0 0
HP INC COM 40434L105 18,008 496,100 SH   SOLE   496,100 0 0
HALLIBURTON CO COM 406216101 18,003 475,400 SH   SOLE   475,400 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 32,171 448,000 SH   SOLE   448,000 0 0
HASBRO INC COM 418056107 14,696 179,400 SH   SOLE   179,400 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103 8,521 248,200 SH   SOLE   248,200 0 0
HEICO CORP NEW COM 422806109 1,336 8,700 SH   SOLE   8,700 0 0
HEICO CORP NEW CL A 422806208 2,321 18,300 SH   SOLE   18,300 0 0
HELLO GROUP INC ADS 423403104 3,404 588,900 SH   SOLE   588,900 0 0
HENRY JACK & ASSOC INC COM 426281101 6,700 34,000 SH   SOLE   34,000 0 0
HERSHEY CO COM 427866108 24,111 111,300 SH   SOLE   111,300 0 0
HESS CORP COM 42809H107 37,251 348,011 SH   SOLE   348,011 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 7,937 475,000 SH   SOLE   475,000 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 11,077 73,000 SH   SOLE   73,000 0 0
HOLOGIC INC COM 436440101 17,561 228,600 SH   SOLE   228,600 0 0
HOME DEPOT INC COM 437076102 273,315 913,090 SH   SOLE   913,090 0 0
HONEYWELL INTL INC COM 438516106 146,542 753,119 SH   SOLE   753,119 0 0
HORMEL FOODS CORP COM 440452100 5,102 99,000 SH   SOLE   99,000 0 0
HOST HOTELS & RESORTS INC COM 44107P104 6,019 309,800 SH   SOLE   309,800 0 0
HUAZHU GROUP LTD SPONSORED ADS 44332N106 4,526 137,181 SH   SOLE   137,181 0 0
HUBSPOT INC COM 443573100 4,749 10,000 SH   SOLE   10,000 0 0
HUMANA INC COM 444859102 25,747 59,165 SH   SOLE   59,165 0 0
HUNT J B TRANS SVCS INC COM 445658107 8,373 41,700 SH   SOLE   41,700 0 0
HUNTINGTON BANCSHARES INC COM 446150104 5,408 369,900 SH   SOLE   369,900 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 3,789 19,000 SH   SOLE   19,000 0 0
HUTCHMED CHINA LTD SPONSORED ADS 44842L103 901 47,600 SH   SOLE   47,600 0 0
IAC INTERACTIVECORP NEW COM NEW 44891N208 42,658 425,388 SH   SOLE   425,388 0 0
I MAB SPONSORED ADS 44975P103 882 54,300 SH   SOLE   54,300 0 0
IPG PHOTONICS CORP COM 44980X109 22 200 SH   SOLE   200 0 0
IDEX CORP COM 45167R104 4,602 24,000 SH   SOLE   24,000 0 0
IDEXX LABS INC COM 45168D104 48,305 88,300 SH   SOLE   88,300 0 0
ILLINOIS TOOL WKS INC COM 452308109 45,838 218,900 SH   SOLE   218,900 0 0
ILLUMINA INC COM 452327109 62,259 178,189 SH   SOLE   178,189 0 0
IMPERIAL OIL LTD COM NEW 453038408 10,685 220,600 SH   SOLE   220,600 0 0
INCYTE CORP COM 45337C102 5,258 66,200 SH   SOLE   66,200 0 0
INGERSOLL RAND INC COM 45687V106 6,881 136,655 SH   SOLE   136,655 0 0
INSULET CORP COM 45784P101 5,461 20,500 SH   SOLE   20,500 0 0
INTEL CORP COM 458140100 172,775 3,486,172 SH   SOLE   3,486,172 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 134,377 1,017,084 SH   SOLE   1,017,084 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 59,393 456,800 SH   SOLE   456,800 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 16,068 122,351 SH   SOLE   122,351 0 0
INTERNATIONAL PAPER CO COM 460146103 5,815 126,000 SH   SOLE   126,000 0 0
INTERPUBLIC GROUP COS INC COM 460690100 5,360 151,200 SH   SOLE   151,200 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 176,571 585,291 SH   SOLE   585,291 0 0
INTUIT COM 461202103 93,850 195,179 SH   SOLE   195,179 0 0
INVITATION HOMES INC COM 46187W107 58,107 1,446,155 SH   SOLE   1,446,155 0 0
IQVIA HLDGS INC COM 46266C105 118,054 510,590 SH   SOLE   510,590 0 0
IQIYI INC SPONSORED ADS 46267X108 535 117,900 SH   SOLE   117,900 0 0
IRON MTN INC NEW COM 46284V101 6,245 112,700 SH   SOLE   112,700 0 0
ISHARES INC MSCI BRAZIL ETF 464286400 36,260 959,011 SH   SOLE   959,011 0 0
ISHARES INC MSCI THAILND ETF 464286624 905 11,600 SH   SOLE   11,600 0 0
ISHARES INC MSCI STH AFR ETF 464286780 3,534 63,642 SH   SOLE   63,642 0 0
ISHARES INC MSCI MEXICO ETF 464286822 12,332 224,342 SH   SOLE   224,342 0 0
ISHARES INC MSCI HONG KG ETF 464286871 2,979 132,000 SH   SOLE   132,000 0 0
ISHARES TR CORE S&P500 ETF 464287200 335,594 739,700 SH   SOLE   739,700 0 0
ISHARES TR IBOXX INV CP ETF 464287242 21,165 175,000 SH   SOLE   175,000 0 0
ISHARES TR LATN AMER 40 ETF 464287390 48,341 1,590,700 SH   SOLE   1,590,700 0 0
ISHARES TR MBS ETF 464288588 50,935 500,000 SH   SOLE   500,000 0 0
ISHARES TR MSCI INDONIA ETF 46429B309 1,245 50,300 SH   SOLE   50,300 0 0
ISHARES TR MSCI POLAND ETF 46429B606 557 29,300 SH   SOLE   29,300 0 0
ISHARES TR MSCI CHINA ETF 46429B671 867 16,400 SH   SOLE   16,400 0 0
ISHARES INC MSCI TAIWAN ETF 46434G772 26,374 429,200 SH   SOLE   429,200 0 0
ISHARES TR MSCI SAUDI ARBIA 46434V423 650 13,700 SH   SOLE   13,700 0 0
JOYY INC ADS REPSTG COM A 46591M109 2,810 76,505 SH   SOLE   76,505 0 0
JPMORGAN CHASE & CO COM 46625H100 448,937 3,293,261 SH   SOLE   3,293,261 0 0
JACOBS ENGR GROUP INC COM 469814107 4,176 30,300 SH   SOLE   30,300 0 0
JOHNSON & JOHNSON COM 478160104 379,240 2,139,816 SH   SOLE   2,139,816 0 0
JUNIPER NETWORKS INC COM 48203R104 491 13,200 SH   SOLE   13,200 0 0
KLA CORP COM NEW 482480100 70,191 191,748 SH   SOLE   191,748 0 0
KE HLDGS INC SPONSORED ADS 482497104 1,873 151,376 SH   SOLE   151,376 0 0
KKR & CO INC COM 48251W104 18,248 312,100 SH   SOLE   312,100 0 0
KANZHUN LIMITED SPONSORED ADS 48553T106 1,084 43,500 SH   SOLE   43,500 0 0
KELLOGG CO COM 487836108 8,081 125,300 SH   SOLE   125,300 0 0
KEURIG DR PEPPER INC COM 49271V100 16,062 423,800 SH   SOLE   423,800 0 0
KEYCORP COM 493267108 27,682 1,236,900 SH   SOLE   1,236,900 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 45,796 289,900 SH   SOLE   289,900 0 0
KIMBERLY-CLARK CORP COM 494368103 12,119 98,400 SH   SOLE   98,400 0 0
KIMCO RLTY CORP COM 49446R109 5,859 237,200 SH   SOLE   237,200 0 0
KINDER MORGAN INC DEL COM 49456B101 21,060 1,113,700 SH   SOLE   1,113,700 0 0
KINROSS GOLD CORP COM 496902404 2,770 471,300 SH   SOLE   471,300 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 18,640 369,400 SH   SOLE   369,400 0 0
KRAFT HEINZ CO COM 500754106 19,534 495,900 SH   SOLE   495,900 0 0
KROGER CO COM 501044101 27,446 478,400 SH   SOLE   478,400 0 0
LKQ CORP COM 501889208 9,377 206,500 SH   SOLE   206,500 0 0
LI AUTO INC SPONSORED ADS 50202M102 9,448 366,071 SH   SOLE   366,071 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 28,018 112,761 SH   SOLE   112,761 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 17,612 66,800 SH   SOLE   66,800 0 0
LAM RESEARCH CORP COM 512807108 44,672 83,093 SH   SOLE   83,093 0 0
LAS VEGAS SANDS CORP COM 517834107 44,649 1,148,663 SH   SOLE   1,148,663 0 0
LAUDER ESTEE COS INC CL A 518439104 109,190 400,962 SH   SOLE   400,962 0 0
LEAR CORP COM NEW 521865204 1,939 13,600 SH   SOLE   13,600 0 0
LEGEND BIOTECH CORP SPONSORED ADS 52490G102 1,891 52,039 SH   SOLE   52,039 0 0
LEIDOS HOLDINGS INC COM 525327102 4,191 38,800 SH   SOLE   38,800 0 0
LENNAR CORP CL A 526057104 15,021 185,050 SH   SOLE   185,050 0 0
LENNOX INTL INC COM 526107107 3,094 12,000 SH   SOLE   12,000 0 0
LIBERTY BROADBAND CORP COM SER A 530307107 485 3,700 SH   SOLE   3,700 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 26,361 194,805 SH   SOLE   194,805 0 0
LIBERTY MEDIA CORP DEL COM A SIRIUSXM 531229409 151 3,300 SH   SOLE   3,300 0 0
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607 1,523 33,300 SH   SOLE   33,300 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 3,150 45,100 SH   SOLE   45,100 0 0
LIGHTSPEED COMMERCE INC SUB VTG SHS 53229C107 1,041 34,100 SH   SOLE   34,100 0 0
LILLY ELI & CO COM 532457108 231,117 807,056 SH   SOLE   807,056 0 0
LINCOLN NATL CORP IND COM 534187109 46,796 715,973 SH   SOLE   715,973 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 89,739 762,830 SH   SOLE   762,830 0 0
LOCKHEED MARTIN CORP COM 539830109 76,001 172,182 SH   SOLE   172,182 0 0
LOEWS CORP COM 540424108 8,952 138,100 SH   SOLE   138,100 0 0
LOWES COS INC COM 548661107 206,661 1,022,112 SH   SOLE   1,022,112 0 0
LUCID GROUP INC COM 549498103 2,182 85,900 SH   SOLE   85,900 0 0
LUFAX HOLDING LTD ADS REP SHS CL A 54975P102 1,441 258,661 SH   SOLE   258,661 0 0
LULULEMON ATHLETICA INC COM 550021109 125,439 343,453 SH   SOLE   343,453 0 0
LUMEN TECHNOLOGIES INC COM 550241103 2,431 215,700 SH   SOLE   215,700 0 0
LYFT INC CL A COM 55087P104 7,764 202,200 SH   SOLE   202,200 0 0
MGM RESORTS INTERNATIONAL COM 552953101 1,904 45,400 SH   SOLE   45,400 0 0
MSCI INC COM 55354G100 24,239 48,200 SH   SOLE   48,200 0 0
MAGNA INTL INC COM 559222401 8,713 135,600 SH   SOLE   135,600 0 0
MANULIFE FINL CORP COM 56501R106 42,682 1,999,700 SH   SOLE   1,999,700 0 0
MARATHON PETE CORP COM 56585A102 19,323 226,000 SH   SOLE   226,000 0 0
MARKEL CORP COM 570535104 8,483 5,750 SH   SOLE   5,750 0 0
MARKETAXESS HLDGS INC COM 57060D108 2,960 8,700 SH   SOLE   8,700 0 0
MARSH & MCLENNAN COS INC COM 571748102 68,458 401,700 SH   SOLE   401,700 0 0
MARRIOTT INTL INC NEW CL A 571903202 24,865 141,480 SH   SOLE   141,480 0 0
MARTIN MARIETTA MATLS INC COM 573284106 11,431 29,700 SH   SOLE   29,700 0 0
MARVELL TECHNOLOGY INC COM 573874104 166,394 2,320,377 SH   SOLE   2,320,377 0 0
MASCO CORP COM 574599106 28,902 566,700 SH   SOLE   566,700 0 0
MASIMO CORP COM 574795100 41,669 286,307 SH   SOLE   286,307 0 0
MASTERCARD INCORPORATED CL A 57636Q104 324,147 907,008 SH   SOLE   907,008 0 0
MATCH GROUP INC NEW COM 57667L107 69,364 637,887 SH   SOLE   637,887 0 0
MCCORMICK & CO INC COM NON VTG 579780206 9,980 100,000 SH   SOLE   100,000 0 0
MCDONALDS CORP COM 580135101 134,033 542,029 SH   SOLE   542,029 0 0
MCKESSON CORP COM 58155Q103 28,042 91,600 SH   SOLE   91,600 0 0
MEDICAL PPTYS TRUST INC COM 58463J304 5,057 239,200 SH   SOLE   239,200 0 0
MELCO RESORTS AND ENTMNT LTD ADR 585464100 2,528 330,900 SH   SOLE   330,900 0 0
MERCADOLIBRE INC COM 58733R102 27,358 23,000 SH   SOLE   23,000 0 0
MERCK & CO INC COM 58933Y105 220,589 2,688,465 SH   SOLE   2,688,465 0 0
METLIFE INC COM 59156R108 51,488 732,618 SH   SOLE   732,618 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 24,855 18,100 SH   SOLE   18,100 0 0
MICROSOFT CORP COM 594918104 2,205,953 7,154,984 SH   SOLE   7,154,984 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 98,994 1,317,462 SH   SOLE   1,317,462 0 0
MICRON TECHNOLOGY INC COM 595112103 200,333 2,571,998 SH   SOLE   2,571,998 0 0
MID-AMER APT CMNTYS INC COM 59522J103 14,641 69,900 SH   SOLE   69,900 0 0
MODERNA INC COM 60770K107 42,393 246,100 SH   SOLE   246,100 0 0
MOHAWK INDS INC COM 608190104 11,749 94,600 SH   SOLE   94,600 0 0
MOLINA HEALTHCARE INC COM 60855R100 18,948 56,800 SH   SOLE   56,800 0 0
MOLSON COORS BEVERAGE CO CL B 60871R209 8,381 157,000 SH   SOLE   157,000 0 0
MONDELEZ INTL INC CL A 609207105 171,670 2,734,474 SH   SOLE   2,734,474 0 0
MONGODB INC CL A 60937P106 81,685 184,145 SH   SOLE   184,145 0 0
MONOLITHIC PWR SYS INC COM 609839105 14,085 29,000 SH   SOLE   29,000 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 9,700 121,400 SH   SOLE   121,400 0 0
MOODYS CORP COM 615369105 27,330 81,000 SH   SOLE   81,000 0 0
MORGAN STANLEY COM NEW 617446448 128,520 1,470,476 SH   SOLE   1,470,476 0 0
MOSAIC CO NEW COM 61945C103 12,063 181,400 SH   SOLE   181,400 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 131,715 543,827 SH   SOLE   543,827 0 0
NIO INC SPON ADS 62914V106 23,897 1,135,250 SH   SOLE   1,135,250 0 0
NRG ENERGY INC COM NEW 629377508 4,035 105,200 SH   SOLE   105,200 0 0
NVR INC COM 62944T105 6,880 1,540 SH   SOLE   1,540 0 0
NASDAQ INC COM 631103108 4,615 25,900 SH   SOLE   25,900 0 0
NETAPP INC COM 64110D104 18,268 220,100 SH   SOLE   220,100 0 0
NETFLIX INC COM 64110L106 120,089 320,587 SH   SOLE   320,587 0 0
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581107 117 101,395 SH   SOLE   101,395 0 0
NEWELL BRANDS INC COM 651229106 4,881 228,000 SH   SOLE   228,000 0 0
NEWMONT CORP COM 651639106 28,923 364,037 SH   SOLE   364,037 0 0
NEWS CORP NEW CL A 65249B109 19,596 884,700 SH   SOLE   884,700 0 0
NEXTERA ENERGY INC COM 65339F101 183,976 2,171,829 SH   SOLE   2,171,829 0 0
NIKE INC CL B 654106103 161,822 1,202,604 SH   SOLE   1,202,604 0 0
NISOURCE INC COM 65473P105 6,328 199,000 SH   SOLE   199,000 0 0
NOAH HLDGS LTD SPON ADS CL A 65487X102 1,048 44,550 SH   SOLE   44,550 0 0
NORDSON CORP COM 655663102 2,680 11,800 SH   SOLE   11,800 0 0
NORFOLK SOUTHN CORP COM 655844108 104,695 367,069 SH   SOLE   367,069 0 0
NORTHERN TR CORP COM 665859104 11,540 99,100 SH   SOLE   99,100 0 0
NORTHROP GRUMMAN CORP COM 666807102 141,020 315,325 SH   SOLE   315,325 0 0
NORTONLIFELOCK INC COM 668771108 5,649 213,000 SH   SOLE   213,000 0 0
NOVAVAX INC COM NEW 670002401 52 700 SH   SOLE   700 0 0
NUCOR CORP COM 670346105 19,607 131,900 SH   SOLE   131,900 0 0
NVIDIA CORPORATION COM 67066G104 677,314 2,482,276 SH   SOLE   2,482,276 0 0
NUTRIEN LTD COM 67077M108 42,189 405,819 SH   SOLE   405,819 0 0
NUVEI CORPORATION SUB VTG SHS 67079A102 1,776 23,600 SH   SOLE   23,600 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 26,508 38,700 SH   SOLE   38,700 0 0
OCCIDENTAL PETE CORP COM 674599105 31,710 558,873 SH   SOLE   558,873 0 0
OKTA INC CL A 679295105 8,137 53,900 SH   SOLE   53,900 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 15,636 52,350 SH   SOLE   52,350 0 0
OMNICOM GROUP INC COM 681919106 6,663 78,500 SH   SOLE   78,500 0 0
ON SEMICONDUCTOR CORP COM 682189105 50,520 806,900 SH   SOLE   806,900 0 0
ONEOK INC NEW COM 682680103 11,972 169,500 SH   SOLE   169,500 0 0
OPEN TEXT CORP COM 683715106 8,008 188,700 SH   SOLE   188,700 0 0
ORACLE CORP COM 68389X105 58,351 705,321 SH   SOLE   705,321 0 0
OTIS WORLDWIDE CORP COM 68902V107 31,676 411,650 SH   SOLE   411,650 0 0
OWENS CORNING NEW COM 690742101 57,920 633,000 SH   SOLE   633,000 0 0
PG&E CORP COM 69331C108 19,327 1,618,700 SH   SOLE   1,618,700 0 0
PNC FINL SVCS GROUP INC COM 693475105 40,966 222,100 SH   SOLE   222,100 0 0
PPG INDS INC COM 693506107 17,760 135,500 SH   SOLE   135,500 0 0
PPL CORP COM 69351T106 17,773 622,300 SH   SOLE   622,300 0 0
PTC INC COM 69370C100 64,284 596,774 SH   SOLE   596,774 0 0
PACCAR INC COM 693718108 19,182 217,800 SH   SOLE   217,800 0 0
PACKAGING CORP AMER COM 695156109 9,819 62,900 SH   SOLE   62,900 0 0
PALO ALTO NETWORKS INC COM 697435105 89,143 143,199 SH   SOLE   143,199 0 0
PAN AMERN SILVER CORP COM 697900108 1,800 65,900 SH   SOLE   65,900 0 0
PARKER-HANNIFIN CORP COM 701094104 92,472 325,881 SH   SOLE   325,881 0 0
PAYCOM SOFTWARE INC COM 70432V102 11,500 33,200 SH   SOLE   33,200 0 0
PAYCHEX INC COM 704326107 67,566 495,100 SH   SOLE   495,100 0 0
PAYPAL HLDGS INC COM 70450Y103 103,959 898,913 SH   SOLE   898,913 0 0
PEMBINA PIPELINE CORP COM 706327103 7,679 204,200 SH   SOLE   204,200 0 0
PEPSICO INC COM 713448108 322,888 1,929,070 SH   SOLE   1,929,070 0 0
PERKINELMER INC COM 714046109 6,071 34,800 SH   SOLE   34,800 0 0
PFIZER INC COM 717081103 232,017 4,481,693 SH   SOLE   4,481,693 0 0
PHILIP MORRIS INTL INC COM 718172109 42,671 454,240 SH   SOLE   454,240 0 0
PHILLIPS 66 COM 718546104 53,579 620,200 SH   SOLE   620,200 0 0
PINDUODUO INC SPONSORED ADS 722304102 11,567 288,370 SH   SOLE   288,370 0 0
PINTEREST INC CL A 72352L106 224 9,100 SH   SOLE   9,100 0 0
PIONEER NAT RES CO COM 723787107 91,845 367,334 SH   SOLE   367,334 0 0
PLUG POWER INC COM NEW 72919P202 76,586 2,676,904 SH   SOLE   2,676,904 0 0
POOL CORP COM 73278L105 4,820 11,400 SH   SOLE   11,400 0 0
PRICE T ROWE GROUP INC COM 74144T108 16,994 112,400 SH   SOLE   112,400 0 0
PRINCIPAL FINANCIAL GROUP IN COM 74251V102 6,930 94,400 SH   SOLE   94,400 0 0
PROCTER AND GAMBLE CO COM 742718109 410,180 2,684,423 SH   SOLE   2,684,423 0 0
PROGRESSIVE CORP COM 743315103 21,487 188,500 SH   SOLE   188,500 0 0
PROLOGIS INC. COM 74340W103 99,246 614,604 SH   SOLE   614,604 0 0
PRUDENTIAL FINL INC COM 744320102 28,795 243,676 SH   SOLE   243,676 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106 21,847 312,100 SH   SOLE   312,100 0 0
PUBLIC STORAGE COM 74460D109 41,448 106,200 SH   SOLE   106,200 0 0
PULTE GROUP INC COM 745867101 7,345 175,300 SH   SOLE   175,300 0 0
QORVO INC COM 74736K101 15,066 121,400 SH   SOLE   121,400 0 0
QUALCOMM INC COM 747525103 127,526 834,488 SH   SOLE   834,488 0 0
QUEST DIAGNOSTICS INC COM 74834L100 9,197 67,200 SH   SOLE   67,200 0 0
RLX TECHNOLOGY INC SPONSORED ADS 74969N103 267 149,400 SH   SOLE   149,400 0 0
RAYMOND JAMES FINL INC COM 754730109 9,046 82,300 SH   SOLE   82,300 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 83,701 844,864 SH   SOLE   844,864 0 0
REALTY INCOME CORP COM 756109104 13,846 199,800 SH   SOLE   199,800 0 0
REGENCY CTRS CORP COM 758849103 2,768 38,800 SH   SOLE   38,800 0 0
REGENERON PHARMACEUTICALS COM 75886F107 71,477 102,341 SH   SOLE   102,341 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100 8,185 367,700 SH   SOLE   367,700 0 0
REPUBLIC SVCS INC COM 760759100 33,315 251,436 SH   SOLE   251,436 0 0
RESMED INC COM 761152107 10,598 43,700 SH   SOLE   43,700 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 7,152 122,300 SH   SOLE   122,300 0 0
RINGCENTRAL INC CL A 76680R206 5,485 46,800 SH   SOLE   46,800 0 0
RITCHIE BROS AUCTIONEERS COM 767744105 2,045 34,600 SH   SOLE   34,600 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103 13,077 260,300 SH   SOLE   260,300 0 0
ROBERT HALF INTL INC COM 770323103 20,153 176,500 SH   SOLE   176,500 0 0
ROCKWELL AUTOMATION INC COM 773903109 15,878 56,700 SH   SOLE   56,700 0 0
ROGERS COMMUNICATIONS INC CL B 775109200 6,809 120,200 SH   SOLE   120,200 0 0
ROKU INC COM CL A 77543R102 3,608 28,800 SH   SOLE   28,800 0 0
ROLLINS INC COM 775711104 3,158 90,100 SH   SOLE   90,100 0 0
ROPER TECHNOLOGIES INC COM 776696106 23,517 49,800 SH   SOLE   49,800 0 0
ROSS STORES INC COM 778296103 10,502 116,100 SH   SOLE   116,100 0 0
ROYAL BK CDA COM 780087102 103,411 938,427 SH   SOLE   938,427 0 0
S&P GLOBAL INC COM 78409V104 225,729 550,318 SH   SOLE   550,318 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 46,705 135,732 SH   SOLE   135,732 0 0
SEI INVTS CO COM 784117103 8,634 143,400 SH   SOLE   143,400 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 12,558 167,400 SH   SOLE   167,400 0 0
SVB FINANCIAL GROUP COM 78486Q101 80,292 143,520 SH   SOLE   143,520 0 0
SALESFORCE COM INC COM 79466L302 119,027 560,604 SH   SOLE   560,604 0 0
HENRY SCHEIN INC COM 806407102 6,164 70,700 SH   SOLE   70,700 0 0
SCHLUMBERGER LTD COM STK 806857108 65,141 1,576,878 SH   SOLE   1,576,878 0 0
SCHWAB CHARLES CORP COM 808513105 164,934 1,956,283 SH   SOLE   1,956,283 0 0
SEA LTD SPONSORD ADS 81141R100 19,481 162,630 SH   SOLE   162,630 0 0
SEAGEN INC COM 81181C104 5,532 38,400 SH   SOLE   38,400 0 0
SEALED AIR CORP NEW COM 81211K100 4,125 61,600 SH   SOLE   61,600 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605 152,889 3,989,809 SH   SOLE   3,989,809 0 0
SEMPRA COM 816851109 35,541 211,400 SH   SOLE   211,400 0 0
SERVICENOW INC COM 81762P102 166,089 298,243 SH   SOLE   298,243 0 0
SHAW COMMUNICATIONS INC CL B CONV 82028K200 7,583 244,100 SH   SOLE   244,100 0 0
SHERWIN WILLIAMS CO COM 824348106 66,108 264,836 SH   SOLE   264,836 0 0
SHOPIFY INC CL A 82509L107 49,127 72,577 SH   SOLE   72,577 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 1,555 5,300 SH   SOLE   5,300 0 0
SIMON PPTY GROUP INC NEW COM 828806109 49,374 375,300 SH   SOLE   375,300 0 0
SIRIUS XM HOLDINGS INC COM 82968B103 2,700 407,900 SH   SOLE   407,900 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 8,199 61,514 SH   SOLE   61,514 0 0
SMITH A O CORP COM 831865209 28,655 448,500 SH   SOLE   448,500 0 0
SMUCKER J M CO COM NEW 832696405 6,594 48,700 SH   SOLE   48,700 0 0
SNAP ON INC COM 833034101 3,370 16,400 SH   SOLE   16,400 0 0
SNAP INC CL A 83304A106 40,348 1,121,100 SH   SOLE   1,121,100 0 0
SNOWFLAKE INC CL A 833445109 70,058 305,757 SH   SOLE   305,757 0 0
SOFI TECHNOLOGIES INC COM 83406F102 553 58,500 SH   SOLE   58,500 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 5,158 16,000 SH   SOLE   16,000 0 0
SOUTHERN CO COM 842587107 53,505 737,900 SH   SOLE   737,900 0 0
SOUTHERN COPPER CORP COM 84265V105 1,649 21,730 SH   SOLE   21,730 0 0
SOUTHWEST AIRLS CO COM 844741108 788 17,200 SH   SOLE   17,200 0 0
SPLUNK INC COM 848637104 11,666 78,500 SH   SOLE   78,500 0 0
BLOCK INC CL A 852234103 20,109 148,300 SH   SOLE   148,300 0 0
STANLEY BLACK & DECKER INC COM 854502101 9,002 64,400 SH   SOLE   64,400 0 0
STARBUCKS CORP COM 855244109 109,899 1,208,082 SH   SOLE   1,208,082 0 0
STATE STR CORP COM 857477103 17,267 198,200 SH   SOLE   198,200 0 0
STEEL DYNAMICS INC COM 858119100 18,388 220,400 SH   SOLE   220,400 0 0
STRYKER CORPORATION COM 863667101 110,238 412,335 SH   SOLE   412,335 0 0
SUN CMNTYS INC COM 866674104 65,949 376,227 SH   SOLE   376,227 0 0
SUN LIFE FINANCIAL INC. COM 866796105 18,939 338,900 SH   SOLE   338,900 0 0
SUNCOR ENERGY INC NEW COM 867224107 30,669 941,200 SH   SOLE   941,200 0 0
SUNRUN INC COM 86771W105 3,404 112,100 SH   SOLE   112,100 0 0
SYNOPSYS INC COM 871607107 107,514 322,602 SH   SOLE   322,602 0 0
SYNCHRONY FINANCIAL COM 87165B103 18,401 528,600 SH   SOLE   528,600 0 0
SYSCO CORP COM 871829107 135,428 1,658,641 SH   SOLE   1,658,641 0 0
TFI INTL INC COM 87241L109 1,333 12,500 SH   SOLE   12,500 0 0
TJX COS INC NEW COM 872540109 33,882 559,300 SH   SOLE   559,300 0 0
T-MOBILE US INC COM 872590104 128,616 1,002,076 SH   SOLE   1,002,076 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 3,142 30,135 SH   SOLE   30,135 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 10,639 69,200 SH   SOLE   69,200 0 0
TAL EDUCATION GROUP SPONSORED ADS 874080104 981 325,800 SH   SOLE   325,800 0 0
TARGET CORP COM 87612E106 145,884 687,418 SH   SOLE   687,418 0 0
TC ENERGY CORP COM 87807B107 48,182 853,525 SH   SOLE   853,525 0 0
TECK RESOURCES LTD CL B 878742204 11,490 284,300 SH   SOLE   284,300 0 0
TELADOC HEALTH INC COM 87918A105 4,104 56,900 SH   SOLE   56,900 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 15,219 32,200 SH   SOLE   32,200 0 0
TELEFLEX INCORPORATED COM 879369106 5,500 15,500 SH   SOLE   15,500 0 0
10X GENOMICS INC CL A COM 88025U109 647 8,500 SH   SOLE   8,500 0 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 903 185,353 SH   SOLE   185,353 0 0
TERADYNE INC COM 880770102 1,289 10,900 SH   SOLE   10,900 0 0
TESLA INC COM 88160R101 610,353 566,400 SH   SOLE   566,400 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 1,702 181,300 SH   SOLE   181,300 0 0
TEXAS INSTRS INC COM 882508104 126,950 691,902 SH   SOLE   691,902 0 0
TEXTRON INC COM 883203101 3,697 49,700 SH   SOLE   49,700 0 0
THE TRADE DESK INC COM CL A 88339J105 547 7,900 SH   SOLE   7,900 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 309,133 523,378 SH   SOLE   523,378 0 0
THOMSON REUTERS CORP. COM NEW 884903709 14,296 131,559 SH   SOLE   131,559 0 0
360 DIGITECH INC AMERICAN DEP 88557W101 315 20,500 SH   SOLE   20,500 0 0
3M CO COM 88579Y101 78,605 527,975 SH   SOLE   527,975 0 0
TORONTO DOMINION BK ONT COM NEW 891160509 108,856 1,369,941 SH   SOLE   1,369,941 0 0
TRACTOR SUPPLY CO COM 892356106 7,491 32,100 SH   SOLE   32,100 0 0
TRADEWEB MKTS INC CL A 892672106 2,162 24,600 SH   SOLE   24,600 0 0
TRANSDIGM GROUP INC COM 893641100 9,838 15,100 SH   SOLE   15,100 0 0
TRANSUNION COM 89400J107 17,516 169,500 SH   SOLE   169,500 0 0
TRAVELERS COMPANIES INC COM 89417E109 37,990 207,900 SH   SOLE   207,900 0 0
TRIMBLE INC COM 896239100 22,573 312,900 SH   SOLE   312,900 0 0
TRIP COM GROUP LTD ADS 89677Q107 14,938 646,095 SH   SOLE   646,095 0 0
TRUIST FINL CORP COM 89832Q109 42,927 757,098 SH   SOLE   757,098 0 0
TWILIO INC CL A 90138F102 7,153 43,400 SH   SOLE   43,400 0 0
TWITTER INC COM 90184L102 7,993 206,600 SH   SOLE   206,600 0 0
TYLER TECHNOLOGIES INC COM 902252105 4,671 10,500 SH   SOLE   10,500 0 0
TYSON FOODS INC CL A 902494103 18,598 207,500 SH   SOLE   207,500 0 0
UDR INC COM 902653104 15,002 261,500 SH   SOLE   261,500 0 0
UGI CORP NEW COM 902681105 1,677 46,300 SH   SOLE   46,300 0 0
US BANCORP DEL COM NEW 902973304 43,647 821,200 SH   SOLE   821,200 0 0
UBER TECHNOLOGIES INC COM 90353T100 21,545 603,826 SH   SOLE   603,826 0 0
ULTA BEAUTY INC COM 90384S303 20,907 52,500 SH   SOLE   52,500 0 0
UNION PAC CORP COM 907818108 156,434 572,578 SH   SOLE   572,578 0 0
UNITED PARCEL SERVICE INC CL B 911312106 190,116 886,489 SH   SOLE   886,489 0 0
UNITED RENTALS INC COM 911363109 20,886 58,800 SH   SOLE   58,800 0 0
UNITEDHEALTH GROUP INC COM 91324P102 562,369 1,102,750 SH   SOLE   1,102,750 0 0
UNITY SOFTWARE INC COM 91332U101 54,583 550,174 SH   SOLE   550,174 0 0
UPSTART HLDGS INC COM 91680M107 14,313 131,200 SH   SOLE   131,200 0 0
V F CORP COM 918204108 6,414 112,800 SH   SOLE   112,800 0 0
VAIL RESORTS INC COM 91879Q109 5,700 21,900 SH   SOLE   21,900 0 0
VALERO ENERGY CORP COM 91913Y100 25,151 247,700 SH   SOLE   247,700 0 0
VEEVA SYS INC CL A COM 922475108 23,031 108,400 SH   SOLE   108,400 0 0
VENTAS INC COM 92276F100 16,484 266,900 SH   SOLE   266,900 0 0
VERISIGN INC COM 92343E102 11,301 50,800 SH   SOLE   50,800 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 193,671 3,801,946 SH   SOLE   3,801,946 0 0
VERISK ANALYTICS INC COM 92345Y106 16,527 77,000 SH   SOLE   77,000 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 65,819 252,209 SH   SOLE   252,209 0 0
PARAMOUNT GLOBAL CLASS B COM 92556H206 8,308 219,721 SH   SOLE   219,721 0 0
VIATRIS INC COM 92556V106 1,336 122,800 SH   SOLE   122,800 0 0
VICI PPTYS INC COM 925652109 6,392 224,600 SH   SOLE   224,600 0 0
VIMEO INC COMMON STOCK 92719V100 5,537 466,038 SH   SOLE   466,038 0 0
VIPSHOP HOLDINGS LIMITED SPONSORED ADS A 92763W103 2,862 317,989 SH   SOLE   317,989 0 0
VISA INC COM CL A 92826C839 341,196 1,538,512 SH   SOLE   1,538,512 0 0
VISTRA CORP COM 92840M102 2,230 95,900 SH   SOLE   95,900 0 0
VMWARE INC CL A COM 928563402 56,897 499,665 SH   SOLE   499,665 0 0
VORNADO RLTY TR SH BEN INT 929042109 204 4,500 SH   SOLE   4,500 0 0
VULCAN MATLS CO COM 929160109 78,719 428,519 SH   SOLE   428,519 0 0
WP CAREY INC COM 92936U109 18,060 223,400 SH   SOLE   223,400 0 0
WEC ENERGY GROUP INC COM 92939U106 15,481 155,100 SH   SOLE   155,100 0 0
WABTEC COM 929740108 4,231 44,000 SH   SOLE   44,000 0 0
WALMART INC COM 931142103 191,585 1,286,496 SH   SOLE   1,286,496 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 31,187 696,600 SH   SOLE   696,600 0 0
WASTE CONNECTIONS INC COM 94106B101 19,600 140,300 SH   SOLE   140,300 0 0
WASTE MGMT INC DEL COM 94106L109 171,375 1,081,233 SH   SOLE   1,081,233 0 0
WATERS CORP COM 941848103 10,150 32,700 SH   SOLE   32,700 0 0
WAYFAIR INC CL A 94419L101 2,149 19,400 SH   SOLE   19,400 0 0
WEBSTER FINL CORP COM 947890109 4,181 74,500 SH   SOLE   74,500 0 0
WEIBO CORP SPONSORED ADR 948596101 733 29,900 SH   SOLE   29,900 0 0
WELLS FARGO CO NEW COM 949746101 186,525 3,849,045 SH   SOLE   3,849,045 0 0
WELLTOWER INC COM 95040Q104 19,757 205,500 SH   SOLE   205,500 0 0
WEST FRASER TIMBER CO LTD COM 952845105 2,182 26,500 SH   SOLE   26,500 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 16,305 39,700 SH   SOLE   39,700 0 0
WESTERN DIGITAL CORP. COM 958102105 8,177 164,700 SH   SOLE   164,700 0 0
WESTERN UN CO COM 959802109 5,480 292,400 SH   SOLE   292,400 0 0
WESTROCK CO COM 96145D105 8,226 174,900 SH   SOLE   174,900 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104 13,257 349,800 SH   SOLE   349,800 0 0
WHEATON PRECIOUS METALS CORP COM 962879102 13,741 288,700 SH   SOLE   288,700 0 0
WHIRLPOOL CORP COM 963320106 3,075 17,800 SH   SOLE   17,800 0 0
WILLIAMS COS INC COM 969457100 10,223 306,000 SH   SOLE   306,000 0 0
WOLFSPEED INC COM 977852102 61,723 542,098 SH   SOLE   542,098 0 0
WORKDAY INC CL A 98138H101 47,115 196,754 SH   SOLE   196,754 0 0
WYNN RESORTS LTD COM 983134107 1,284 16,100 SH   SOLE   16,100 0 0
XCEL ENERGY INC COM 98389B100 30,694 425,300 SH   SOLE   425,300 0 0
XYLEM INC COM 98419M100 5,585 65,500 SH   SOLE   65,500 0 0
XPENG INC ADS 98422D105 10,510 380,925 SH   SOLE   380,925 0 0
YUM BRANDS INC COM 988498101 11,995 101,200 SH   SOLE   101,200 0 0
YUM CHINA HLDGS INC COM 98850P109 14,541 350,037 SH   SOLE   350,037 0 0
ZAI LAB LTD ADR 98887Q104 792 18,009 SH   SOLE   18,009 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 53,986 130,496 SH   SOLE   130,496 0 0
ZENDESK INC COM 98936J101 4,860 40,400 SH   SOLE   40,400 0 0
ZILLOW GROUP INC CL A 98954M101 728 15,100 SH   SOLE   15,100 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 5,008 101,600 SH   SOLE   101,600 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 7,265 56,800 SH   SOLE   56,800 0 0
ZOETIS INC CL A 98978V103 62,797 332,984 SH   SOLE   332,984 0 0
ZTO EXPRESS CAYMAN INC SPONSORED ADS A 98980A105 8,100 324,009 SH   SOLE   324,009 0 0
ZOOMINFO TECHNOLOGIES INC COM CL A 98980F104 5,227 87,500 SH   SOLE   87,500 0 0
ZSCALER INC COM 98980G102 5,911 24,500 SH   SOLE   24,500 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 422 3,600 SH   SOLE   3,600 0 0