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
ABBVIE INC COM 00287Y109 76,956 500,271 SH   SOLE   500,271 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 31,731 113,996 SH   SOLE   113,996 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 23,923 65,191 SH   SOLE   65,191 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 61,714 683,752 SH   SOLE   683,752 0 0
ADVANCED MICRO DEVICES INC COM 007903107 50,016 535,213 SH   SOLE   535,213 0 0
AGCO CORP COM 001084102 28,512 288,357 SH   SOLE   288,357 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 5,698 50,000 SH   SOLE   50,000 0 0
ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 01881G106 4,413 106,187 SH   SOLE   106,187 0 0
ALPHABET INC CAP STK CL C 02079K107 247,659 112,932 SH   SOLE   112,932 0 0
ALPHABET INC CAP STK CL A 02079K305 77,965 35,727 SH   SOLE   35,727 0 0
ALTRIA GROUP INC COM 02209S103 9,318 222,377 SH   SOLE   222,377 0 0
AMAZON COM INC COM 023135106 116,097 1,090,404 SH   SOLE   1,090,404 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 28,520 556,468 SH   SOLE   556,468 0 0
ANALOG DEVICES INC COM 032654105 4,783 32,669 SH   SOLE   32,669 0 0
APPLE INC COM 037833100 195,395 1,425,455 SH   SOLE   1,425,455 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 105,344 1,354,158 SH   SOLE   1,354,158 0 0
ARHAUS INC COM CL A 04035M102 3,378 748,763 SH   SOLE   748,763 0 0
ARROW ELECTRS INC COM 042735100 2,969 26,423 SH   SOLE   26,423 0 0
ASSURANT INC COM 04621X108 40,116 231,574 SH   SOLE   231,574 0 0
AT&T INC COM 00206R102 54,158 2,576,300 SH   SOLE   2,576,300 0 0
AUTODESK INC COM 052769106 85,597 389,752 SH   SOLE   389,752 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 6,747 32,039 SH   SOLE   32,039 0 0
AVALONBAY CMNTYS INC COM 053484101 65,570 336,699 SH   SOLE   336,699 0 0
AVERY DENNISON CORP COM 053611109 37,657 231,994 SH   SOLE   231,994 0 0
AXON ENTERPRISE INC COM 05464C101 32,165 344,892 SH   SOLE   344,892 0 0
BAKER HUGHES COMPANY CL A 05722G100 78,719 2,719,922 SH   SOLE   2,719,922 0 0
BANK MONTREAL QUE COM 063671101 4,661 48,433 SH   SOLE   48,433 0 0
BARRICK GOLD CORP COM 067901108 17,927 1,011,481 SH   SOLE   1,011,481 0 0
BATH & BODY WORKS INC COM 070830104 6,719 99,906 SH   SOLE   99,906 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 21,049 76,999 SH   SOLE   76,999 0 0
BIO RAD LABS INC CL A 090572207 97,034 195,787 SH   SOLE   195,787 0 0
BIO-TECHNE CORP COM 09073M104 69,128 198,993 SH   SOLE   198,993 0 0
BIOXCEL THERAPEUTICS INC COM 09075P105 18,310 1,384,938 SH   SOLE   1,384,938 0 0
BK OF AMERICA CORP COM 060505104 26,827 860,276 SH   SOLE   860,276 0 0
BLACKSTONE MTG TR INC COM CL A 09257W100 46,950 1,692,544 SH   SOLE   1,692,544 0 0
BLUELINX HLDGS INC COM NEW 09624H208 4,963 74,106 SH   SOLE   74,106 0 0
BOSTON PROPERTIES INC COM 101121101 24,950 279,628 SH   SOLE   279,628 0 0
BOX INC CL A 10316T104 6,274 248,931 SH   SOLE   248,931 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 151,126 1,957,420 SH   SOLE   1,957,420 0 0
BROADCOM INC COM 11135F101 117,112 240,430 SH   SOLE   240,430 0 0
BUNGE LIMITED COM G16962105 50,867 559,959 SH   SOLE   559,959 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 3,319 32,672 SH   SOLE   32,672 0 0
CAMECO CORP COM 13321L108 18,095 858,256 SH   SOLE   858,256 0 0
CANADIAN IMP BK COMM COM 136069101 9,114 187,656 SH   SOLE   187,656 0 0
CANADIAN PAC RY LTD COM 13645T100 9,455 135,000 SH   SOLE   135,000 0 0
CAZOO GROUP LTD COM G2007L105 7,736 10,685,537 SH   SOLE   10,685,537 0 0
CHARGEPOINT HOLDINGS INC COM CL A 15961R105 612 44,603 SH   SOLE   44,603 0 0
CHEGG INC COM 163092109 548 29,146 SH   SOLE   29,146 0 0
CHENIERE ENERGY INC COM NEW 16411R208 16,542 124,065 SH   SOLE   124,065 0 0
CHEVRON CORP NEW COM 166764100 5,830 40,172 SH   SOLE   40,172 0 0
CHURCHILL DOWNS INC COM 171484108 22,646 118,102 SH   SOLE   118,102 0 0
CIENA CORP COM NEW 171779309 29,626 647,179 SH   SOLE   647,179 0 0
CIGNA CORP NEW COM 125523100 214,688 812,783 SH   SOLE   812,783 0 0
CISCO SYS INC COM 17275R102 131,338 3,071,537 SH   SOLE   3,071,537 0 0
CLEAN HARBORS INC COM 184496107 91,819 1,044,413 SH   SOLE   1,044,413 0 0
COCA COLA CO COM 191216100 187,201 2,967,951 SH   SOLE   2,967,951 0 0
COGNEX CORP COM 192422103 15,191 356,500 SH   SOLE   356,500 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 377 8,000 SH   SOLE   8,000 0 0
COLGATE PALMOLIVE CO COM 194162103 151,812 1,890,309 SH   SOLE   1,890,309 0 0
COMCAST CORP NEW CL A 20030N101 4,524 115,000 SH   SOLE   115,000 0 0
CONOCOPHILLIPS COM 20825C104 81,896 909,794 SH   SOLE   909,794 0 0
CONSTELLATION ENERGY CORP COM 21037T109 45,167 842,669 SH   SOLE   842,669 0 0
COSTCO WHSL CORP NEW COM 22160K105 108,649 243,232 SH   SOLE   243,232 0 0
COSTCO WHSL CORP NEW COM 22160K105 581 1,300 SH Put SOLE   1,300 0 0
COURSERA INC COM 22266M104 962 67,757 SH   SOLE   67,757 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 7,077 41,941 SH   SOLE   41,941 0 0
CVS HEALTH CORP COM 126650100 34,607 372,542 SH   SOLE   372,542 0 0
DARLING INGREDIENTS INC COM 237266101 180,764 3,017,664 SH   SOLE   3,017,664 0 0
DELL TECHNOLOGIES INC CL C 24703L202 5,937 128,134 SH   SOLE   128,134 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 34,303 1,181,180 SH   SOLE   1,181,180 0 0
DEVON ENERGY CORP NEW COM 25179M103 29,061 525,582 SH   SOLE   525,582 0 0
DOCUSIGN INC COM 256163106 303 5,272 SH   SOLE   5,272 0 0
DOW INC COM 260557103 4,789 92,564 SH   SOLE   92,564 0 0
EAST WEST BANCORP INC COM 27579R104 6,517 100,360 SH   SOLE   100,360 0 0
ELEVANCE HEALTH INC COM 036752103 171,795 355,082 SH   SOLE   355,082 0 0
ENVISTA HOLDINGS CORPORATION COM 29415F104 75,381 1,952,470 SH   SOLE   1,952,470 0 0
EQUINIX INC COM 29444U700 31,590 46,250 SH   SOLE   46,250 0 0
EQUITABLE HLDGS INC COM 29452E101 34,089 1,304,674 SH   SOLE   1,304,674 0 0
EVERBRIDGE INC COM 29978A104 420 15,029 SH   SOLE   15,029 0 0
EXXON MOBIL CORP COM 30231G102 38,033 442,504 SH   SOLE   442,504 0 0
FEDEX CORP COM 31428X106 60,702 267,172 SH   SOLE   267,172 0 0
FIRST COMWLTH FINL CORP PA COM 319829107 7,010 520,927 SH   SOLE   520,927 0 0
FIRST FNDTN INC COM 32026V104 2,977 145,107 SH   SOLE   145,107 0 0
FIRST INDL RLTY TR INC COM 32054K103 40,627 854,304 SH   SOLE   854,304 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 108,710 751,966 SH   SOLE   751,966 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 381 6,000 SH Put SOLE   6,000 0 0
FLUOR CORP NEW COM 343412102 9,266 379,723 SH   SOLE   379,723 0 0
FRANCO NEV CORP COM 351858105 29,993 228,211 SH   SOLE   228,211 0 0
FREEPORT-MCMORAN INC CL B 35671D857 16,665 568,209 SH   SOLE   568,209 0 0
FRESHWORKS INC CLASS A COM 358054104 9,474 718,803 SH   SOLE   718,803 0 0
FULTON FINL CORP PA COM 360271100 4,991 344,499 SH   SOLE   344,499 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 42,485 142,480 SH   SOLE   142,480 0 0
GOOSEHEAD INS INC COM CL A 38267D109 14,355 314,120 SH   SOLE   314,120 0 0
GUARDANT HEALTH INC COM 40131M109 4,949 122,497 SH   SOLE   122,497 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101 15,692 362,222 SH   SOLE   362,222 0 0
HALLIBURTON CO COM 406216101 6,873 218,591 SH   SOLE   218,591 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 9,816 149,552 SH   SOLE   149,552 0 0
HERSHEY CO COM 427866108 5,085 23,578 SH   SOLE   23,578 0 0
HESS CORP COM 42809H107 78,341 738,027 SH   SOLE   738,027 0 0
HOME DEPOT INC COM 437076102 457 1,700 SH Put SOLE   1,700 0 0
HOSTESS BRANDS INC CL A 44109J106 43,009 2,024,280 SH   SOLE   2,024,280 0 0
HP INC COM 40434L105 3,891 118,413 SH   SOLE   118,413 0 0
HUB GROUP INC CL A 443320106 7,456 104,866 SH   SOLE   104,866 0 0
HUMANA INC COM 444859102 35,304 75,232 SH   SOLE   75,232 0 0
HUNTSMAN CORP COM 447011107 2,893 101,809 SH   SOLE   101,809 0 0
ICL GROUP LTD SHS M53213100 14,580 1,607,829 SH   SOLE   1,607,829 0 0
INFOSYS LTD SPONSORED ADR 456788108 1,247 67,343 SH   SOLE   67,343 0 0
INSULET CORP COM 45784P101 2,933 13,436 SH   SOLE   13,436 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 39,945 281,969 SH   SOLE   281,969 0 0
INTERNATIONAL MNY EXPRESS IN COM 46005L101 6,688 325,972 SH   SOLE   325,972 0 0
INTERPUBLIC GROUP COS INC COM 460690100 5,302 192,096 SH   SOLE   192,096 0 0
INTUIT COM 461202103 33,470 86,621 SH   SOLE   86,621 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 12,506 62,229 SH   SOLE   62,229 0 0
IQVIA HLDGS INC COM 46266C105 120,138 552,506 SH   SOLE   552,506 0 0
ITT INC COM 45073V108 15,096 224,076 SH   SOLE   224,076 0 0
JACOBS ENGR GROUP INC COM 469814107 52,619 413,084 SH   SOLE   413,084 0 0
KFORCE INC COM 493732101 2,505 40,733 SH   SOLE   40,733 0 0
KILROY RLTY CORP COM 49427F108 31,997 609,782 SH   SOLE   609,782 0 0
KINDER MORGAN INC DEL COM 49456B101 42,413 2,523,996 SH   SOLE   2,523,996 0 0
KLA CORP COM NEW 482480100 13,658 42,745 SH   SOLE   42,745 0 0
KORNIT DIGITAL LTD SHS M6372Q113 7,365 231,928 SH   SOLE   231,928 0 0
KRAFT HEINZ CO COM 500754106 59,104 1,546,381 SH   SOLE   1,546,381 0 0
KROGER CO COM 501044101 7,052 148,590 SH   SOLE   148,590 0 0
LAUDER ESTEE COS INC CL A 518439104 27,710 108,454 SH   SOLE   108,454 0 0
LINDE PLC SHS G5494J103 167,129 579,850 SH   SOLE   579,850 0 0
LOWES COS INC COM 548661107 39,983 228,439 SH   SOLE   228,439 0 0
LPL FINL HLDGS INC COM 50212V100 96,840 523,936 SH   SOLE   523,936 0 0
M D C HLDGS INC COM 552676108 6,491 200,470 SH   SOLE   200,470 0 0
MARAVAI LIFESCIENCES HLDGS I COM CL A 56600D107 63,590 2,234,566 SH   SOLE   2,234,566 0 0
MARQETA INC CLASS A COM 57142B104 22,781 2,803,153 SH   SOLE   2,803,153 0 0
MARSH & MCLENNAN COS INC COM 571748102 31,763 204,080 SH   SOLE   204,080 0 0
MASTERCARD INCORPORATED CL A 57636Q104 52,579 166,341 SH   SOLE   166,341 0 0
MCDONALDS CORP COM 580135101 265 1,072 SH   SOLE   1,072 0 0
MCKESSON CORP COM 58155Q103 109,168 333,834 SH   SOLE   333,834 0 0
MERCK & CO INC COM 58933Y105 53,715 586,557 SH   SOLE   586,557 0 0
META PLATFORMS INC CL A 30303M102 69,110 427,711 SH   SOLE   427,711 0 0
METLIFE INC COM 59156R108 44,949 714,119 SH   SOLE   714,119 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 4,856 4,217 SH   SOLE   4,217 0 0
MICRON TECHNOLOGY INC COM 595112103 2,972 50,638 SH   SOLE   50,638 0 0
MICROSOFT CORP COM 594918104 472,586 1,836,026 SH   SOLE   1,836,026 0 0
MKS INSTRS INC COM 55306N104 31,508 306,490 SH   SOLE   306,490 0 0
MOLSON COORS BEVERAGE CO CL B 60871R209 72,255 1,322,610 SH   SOLE   1,322,610 0 0
MONTROSE ENVIRONMENTAL GROUP COM 615111101 1,617 47,836 SH   SOLE   47,836 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 15,889 75,561 SH   SOLE   75,561 0 0
NEXTERA ENERGY INC COM 65339F101 141,286 1,820,247 SH   SOLE   1,820,247 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 72,423 974,204 SH   SOLE   974,204 0 0
NORFOLK SOUTHN CORP COM 655844108 104,081 456,516 SH   SOLE   456,516 0 0
NORTHROP GRUMMAN CORP COM 666807102 773 1,610 SH   SOLE   1,610 0 0
NUTRIEN LTD COM 67077M108 60,682 760,916 SH   SOLE   760,916 0 0
NXP SEMICONDUCTORS N V COM N6596X109 7,033 47,341 SH   SOLE   47,341 0 0
OLAPLEX HLDGS INC COM 679369108 4,832 342,649 SH   SOLE   342,649 0 0
ORACLE CORP COM 68389X105 66,473 949,464 SH   SOLE   949,464 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 21,472 33,947 SH   SOLE   33,947 0 0
OVINTIV INC COM 69047Q102 51,560 1,165,165 SH   SOLE   1,165,165 0 0
OWENS & MINOR INC NEW COM 690732102 39,864 1,266,233 SH   SOLE   1,266,233 0 0
PACCAR INC COM 693718108 99,662 1,207,997 SH   SOLE   1,207,997 0 0
PACWEST BANCORP DEL COM 695263103 11,796 441,635 SH   SOLE   441,635 0 0
PENSKE AUTOMOTIVE GRP INC COM 70959W103 424 4,000 SH Put SOLE   4,000 0 0
PENUMBRA INC COM 70975L107 1,342 10,759 SH   SOLE   10,759 0 0
PERKINELMER INC COM 714046109 24,074 168,843 SH   SOLE   168,843 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 34,418 2,942,626 SH   SOLE   2,942,626 0 0
PFIZER INC COM 717081103 140,642 2,673,486 SH   SOLE   2,673,486 0 0
PG&E CORP COM 69331C108 149,677 14,962,896 SH   SOLE   14,962,896 0 0
PHILLIPS 66 COM 718546104 28,552 347,414 SH   SOLE   347,414 0 0
PINNACLE FINL PARTNERS INC COM 72346Q104 61,969 855,424 SH   SOLE   855,424 0 0
PINNACLE WEST CAP CORP COM 723484101 6,881 93,854 SH   SOLE   93,854 0 0
PLANET FITNESS INC CL A 72703H101 87,705 1,287,151 SH   SOLE   1,287,151 0 0
PNC FINL SVCS GROUP INC COM 693475105 30,459 192,475 SH   SOLE   192,475 0 0
POOL CORP COM 73278L105 176,336 501,095 SH   SOLE   501,095 0 0
POPULAR INC COM NEW 733174700 10,173 131,959 SH   SOLE   131,959 0 0
POWERSCHOOL HOLDINGS INC COM CL A 73939C106 565 46,785 SH   SOLE   46,785 0 0
PPL CORP COM 69351T106 58,525 2,151,818 SH   SOLE   2,151,818 0 0
PRINCIPAL FINANCIAL GROUP IN COM 74251V102 10,314 154,032 SH   SOLE   154,032 0 0
PROCTER AND GAMBLE CO COM 742718109 32,519 225,259 SH   SOLE   225,259 0 0
PROLOGIS INC. COM 74340W103 31,547 267,505 SH   SOLE   267,505 0 0
QUALCOMM INC COM 747525103 11,984 93,581 SH   SOLE   93,581 0 0
QUALYS INC COM 74758T303 21,147 167,356 SH   SOLE   167,356 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 28,906 299,744 SH   SOLE   299,744 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 3,982 23,386 SH   SOLE   23,386 0 0
S&P GLOBAL INC COM 78409V104 5,412 16,000 SH   SOLE   16,000 0 0
SAIA INC COM 78709Y105 92,165 489,335 SH   SOLE   489,335 0 0
SALESFORCE INC COM 79466L302 18,600 112,396 SH   SOLE   112,396 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 124,218 387,368 SH   SOLE   387,368 0 0
SERVICENOW INC COM 81762P102 17,611 36,998 SH   SOLE   36,998 0 0
SHOPIFY INC CL A 82509L107 1,454 46,470 SH   SOLE   46,470 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 38,270 213,080 SH   SOLE   213,080 0 0
SK TELECOM LTD SPONSORED ADR 78440P306 2,924 130,769 SH   SOLE   130,769 0 0
SNAP INC CL A 83304A106 816 3,856 SH   SOLE   3,856 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 2,406 8,777 SH   SOLE   8,777 0 0
SPLUNK INC COM 848637104 31,290 318,638 SH   SOLE   318,638 0 0
STAAR SURGICAL CO COM PAR $0.01 852312305 2,228 31,357 SH   SOLE   31,357 0 0
STAR BULK CARRIERS CORP. SHS PAR Y8162K204 3,695 147,566 SH   SOLE   147,566 0 0
STEEL DYNAMICS INC COM 858119100 4,702 70,894 SH   SOLE   70,894 0 0
STELLANTIS N.V SHS N82405106 12,591 1,019,275 SH   SOLE   1,019,275 0 0
SUMO LOGIC INC COM 86646P103 36,701 4,896,560 SH   SOLE   4,896,560 0 0
SVB FINANCIAL GROUP COM 78486Q101 103,589 261,619 SH   SOLE   261,619 0 0
SYNEOS HEALTH INC CL A 87166B102 80,122 1,115,795 SH   SOLE   1,115,795 0 0
TAYLOR MORRISON HOME CORP COM 87724P106 8,927 381,096 SH   SOLE   381,096 0 0
TELLURIAN INC NEW COM 87968A104 1,437 479,151 SH   SOLE   479,151 0 0
TENABLE HLDGS INC COM 88025T102 23,253 511,262 SH   SOLE   511,262 0 0
TERADATA CORP DEL COM 88076W103 17,955 484,359 SH   SOLE   484,359 0 0
TERADYNE INC COM 880770102 1,157 12,904 SH   SOLE   12,904 0 0
TESLA INC COM 88160R101 2,524 2,455 SH   SOLE   2,455 0 0
TETRA TECH INC NEW COM 88162G103 1,950 14,258 SH   SOLE   14,258 0 0
TFI INTL INC COM 87241L109 11,551 143,665 SH   SOLE   143,665 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 185,208 339,862 SH   SOLE   339,862 0 0
THREDUP INC CL A 88556E102 241 96,107 SH   SOLE   96,107 0 0
T-MOBILE US INC COM 872590104 12,751 94,640 SH   SOLE   94,640 0 0
TOLL BROTHERS INC COM 889478103 7,615 170,315 SH   SOLE   170,315 0 0
TORONTO DOMINION BK ONT COM NEW 891160509 10,271 156,471 SH   SOLE   156,471 0 0
TRANSDIGM GROUP INC COM 893641100 40,818 75,866 SH   SOLE   75,866 0 0
TRIMBLE INC COM 896239100 22,052 377,768 SH   SOLE   377,768 0 0
TYSON FOODS INC CL A 902494103 6,104 70,755 SH   SOLE   70,755 0 0
UBS GROUP AG SHS H42097107 15,933 988,665 SH   SOLE   988,665 0 0
UNIFIRST CORP MASS COM 904708104 467 2,707 SH   SOLE   2,707 0 0
UNION PAC CORP COM 907818108 36,533 170,880 SH   SOLE   170,880 0 0
UNITED AIRLS HLDGS INC COM 910047109 9,071 255,384 SH   SOLE   255,384 0 0
UNITEDHEALTH GROUP INC COM 91324P102 17,627 34,135 SH   SOLE   34,135 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 1,345 13,275 SH   SOLE   13,275 0 0
UNUM GROUP COM 91529Y106 2,914 85,397 SH   SOLE   85,397 0 0
URANIUM RTY CORP COM 91702V101 51 22,364 SH   SOLE   22,364 0 0
USERTESTING INC COM 91734E101 13,071 2,605,073 SH   SOLE   2,605,073 0 0
VALMONT INDS INC COM 920253101 74,681 331,955 SH   SOLE   331,955 0 0
VEEVA SYS INC CL A COM 922475108 816 4,112 SH   SOLE   4,112 0 0
VERACYTE INC COM 92337F107 656 32,933 SH   SOLE   32,933 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 133,608 2,626,597 SH   SOLE   2,626,597 0 0
VICTORIAS SECRET AND CO COMMON STOCK 926400102 39,648 1,414,944 SH   SOLE   1,414,944 0 0
VISA INC COM CL A 92826C839 100,375 508,514 SH   SOLE   508,514 0 0
VONAGE HLDGS CORP COM 92886T201 43,816 2,318,033 SH   SOLE   2,318,033 0 0
WASTE CONNECTIONS INC COM 94106B101 29,243 235,615 SH   SOLE   235,615 0 0
WELLS FARGO CO NEW COM 949746101 24,893 633,978 SH   SOLE   633,978 0 0
WERNER ENTERPRISES INC COM 950755108 4,132 107,000 SH   SOLE   107,000 0 0
WESTERN ALLIANCE BANCORP COM 957638109 35,694 504,648 SH   SOLE   504,648 0 0
WEX INC COM 96208T104 5,250 33,655 SH   SOLE   33,655 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104 34,413 1,036,318 SH   SOLE   1,036,318 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 54,993 1,695,016 SH   SOLE   1,695,016 0 0
ZOETIS INC CL A 98978V103 117,863 684,174 SH   SOLE   684,174 0 0