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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBVIE INC COM 00287Y109   74,274,170 457,280 SH   SOLE   457,280 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   32,570,013 121,484 SH   SOLE   121,484 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104   29,524,305 359,102 SH   SOLE   359,102 0 0
ADVANCED MICRO DEVICES INC COM 007903107   9,570,801 147,453 SH   SOLE   147,453 0 0
AEHR TEST SYS COM 00760J108   514,113 25,495 SH   SOLE   25,495 0 0
AGILENT TECHNOLOGIES INC COM 00846U101   29,777,692 198,049 SH   SOLE   198,049 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109   17,260,427 117,904 SH   SOLE   117,904 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   1,991,556 22,500 SH   SOLE   22,500 0 0
ALPHABET INC CAP STK CL C 02079K107   157,432,069 1,765,756 SH   SOLE   1,765,756 0 0
ALPHABET INC CAP STK CL A 02079K305   54,031,486 611,148 SH   SOLE   611,148 0 0
ALTRIA GROUP INC COM 02209S103   8,839,091 192,394 SH   SOLE   192,394 0 0
AMAZON COM INC COM 023135106   109,120,300 1,293,746 SH   SOLE   1,293,746 0 0
AMERICAN INTL GROUP INC COM NEW 026874784   5,984,741 94,159 SH   SOLE   94,159 0 0
ANALOG DEVICES INC COM 032654105   6,901,478 41,866 SH   SOLE   41,866 0 0
ANSYS INC COM 03662Q105   20,971,950 86,404 SH   SOLE   86,404 0 0
APPLE INC COM 037833100   167,383,987 1,282,255 SH   SOLE   1,282,255 0 0
ARAMARK COM 03852U106   45,302,676 1,093,110 SH   SOLE   1,093,110 0 0
ARCHER DANIELS MIDLAND CO COM 039483102   117,949,767 1,264,159 SH   SOLE   1,264,159 0 0
AT&T INC COM 00206R102   6,953,537 376,037 SH   SOLE   376,037 0 0
AUTODESK INC COM 052769106   70,114,496 373,609 SH   SOLE   373,609 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   6,698,239 27,910 SH   SOLE   27,910 0 0
AVERY DENNISON CORP COM 053611109   37,057,131 203,769 SH   SOLE   203,769 0 0
AXON ENTERPRISE INC COM 05464C101   58,402,863 350,740 SH   SOLE   350,740 0 0
AZEK CO INC CL A 05478C105   11,372,014 558,418 SH   SOLE   558,418 0 0
BAKER HUGHES COMPANY CL A 05722G100   38,360,331 1,292,935 SH   SOLE   1,292,935 0 0
BARRICK GOLD CORP COM 067901108   16,166,192 937,372 SH   SOLE   937,372 0 0
BELDEN INC COM 077454106   1,972,486 27,294 SH   SOLE   27,294 0 0
BIO-TECHNE CORP COM 09073M104   39,738,911 478,061 SH   SOLE   478,061 0 0
BIOXCEL THERAPEUTICS INC COM 09075P105   28,748,877 1,333,691 SH   SOLE   1,333,691 0 0
BLOOMIN BRANDS INC COM 094235108   3,434,161 169,796 SH   SOLE   169,796 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106   13,452,801 128,449 SH   SOLE   128,449 0 0
BOX INC CL A 10316T104   4,648,712 148,640 SH   SOLE   148,640 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   136,071,304 1,883,540 SH   SOLE   1,883,540 0 0
BROADCOM INC COM 11135F101   107,432,912 191,290 SH   SOLE   191,290 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   27,487,216 422,351 SH   SOLE   422,351 0 0
BUNGE LIMITED COM G16962105   78,907,116 787,661 SH   SOLE   787,661 0 0
BURLINGTON STORES INC COM 122017106   77,761,334 382,199 SH   SOLE   382,199 0 0
CAMECO CORP COM 13321L108   17,267,742 757,858 SH   SOLE   757,858 0 0
CANADIAN NATL RY CO COM 136375102   4,400,505 36,902 SH   SOLE   36,902 0 0
CANADIAN PAC RY LTD COM 13645T100   8,246,312 110,000 SH   SOLE   110,000 0 0
CATALYST PHARMACEUTICALS INC COM 14888U101   4,958,792 265,352 SH   SOLE   265,352 0 0
CAZOO GROUP LTD COM G2007L105   13,032 83,366 SH   SOLE   83,366 0 0
CHARGEPOINT HOLDINGS INC COM CL A 15961R105   563,067 58,893 SH   SOLE   58,893 0 0
CHEGG INC COM 163092109   828,556 32,682 SH   SOLE   32,682 0 0
CHEVRON CORP NEW COM 166764100   9,430,321 52,269 SH   SOLE   52,269 0 0
CHUBB LIMITED COM H1467J104   8,436,502 38,041 SH   SOLE   38,041 0 0
CHURCHILL DOWNS INC COM 171484108   46,899,999 221,171 SH   SOLE   221,171 0 0
CIENA CORP COM NEW 171779309   22,975,118 449,338 SH   SOLE   449,338 0 0
CIGNA CORP NEW COM 125523100   118,149,957 355,108 SH   SOLE   355,108 0 0
CISCO SYS INC COM 17275R102   124,263,064 2,594,916 SH   SOLE   2,594,916 0 0
CLEAN HARBORS INC COM 184496107   176,907,265 1,544,794 SH   SOLE   1,544,794 0 0
CNH INDL N V SHS N20944109   16,745,387 1,042,698 SH   SOLE   1,042,698 0 0
COCA COLA CO COM 191216100   4,410,718 68,991 SH   SOLE   68,991 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   213,337 6,000 SH   SOLE   6,000 0 0
COLGATE PALMOLIVE CO COM 194162103   32,110,373 406,079 SH   SOLE   406,079 0 0
CONOCOPHILLIPS COM 20825C104   91,456,694 771,419 SH   SOLE   771,419 0 0
CONSTELLATION ENERGY CORP COM 21037T109   174,801,758 2,018,263 SH   SOLE   2,018,263 0 0
COPART INC COM 217204106   24,731,004 404,439 SH   SOLE   404,439 0 0
CORE & MAIN INC CL A 21874C102   3,811,150 196,287 SH   SOLE   196,287 0 0
COSTCO WHSL CORP NEW COM 22160K105   39,019,360 85,068 SH   SOLE   85,068 0 0
COURSERA INC COM 22266M104   494,725 41,685 SH   SOLE   41,685 0 0
CSX CORP COM 126408103   2,442,308 78,457 SH   SOLE   78,457 0 0
CVS HEALTH CORP COM 126650100   14,719,240 157,177 SH   SOLE   157,177 0 0
DARLING INGREDIENTS INC COM 237266101   126,417,283 2,012,431 SH   SOLE   2,012,431 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   30,176,554 913,762 SH   SOLE   913,762 0 0
DEXCOM INC COM 252131107   1,465,523 12,900 SH   SOLE   12,900 0 0
DOLLAR TREE INC COM 256746108   61,044,529 430,072 SH   SOLE   430,072 0 0
ELEVANCE HEALTH INC COM 036752103   108,757,006 211,094 SH   SOLE   211,094 0 0
ENERGY RECOVERY INC COM 29270J100   858,720 41,774 SH   SOLE   41,774 0 0
ENVISTA HOLDINGS CORPORATION COM 29415F104   63,294,988 1,873,743 SH   SOLE   1,873,743 0 0
EOG RES INC COM 26875P101   36,228,650 278,388 SH   SOLE   278,388 0 0
EQUIFAX INC COM 294429105   17,034,761 87,464 SH   SOLE   87,464 0 0
EQUITABLE HLDGS INC COM 29452E101   36,008,490 1,250,834 SH   SOLE   1,250,834 0 0
EVERBRIDGE INC COM 29978A104   390,804 13,169 SH   SOLE   13,169 0 0
EXXON MOBIL CORP COM 30231G102   53,496,431 482,581 SH   SOLE   482,581 0 0
FERGUSON PLC NEW SHS G3421J106   80,961,750 635,157 SH   SOLE   635,157 0 0
FIRST COMWLTH FINL CORP PA COM 319829107   8,077,734 575,149 SH   SOLE   575,149 0 0
FIRST INDL RLTY TR INC COM 32054K103   39,679,459 819,467 SH   SOLE   819,467 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100   25,982,388 212,286 SH   SOLE   212,286 0 0
FIRST SOLAR INC COM 336433107   1,090,856 7,259 SH   SOLE   7,259 0 0
FISERV INC COM 337738108   3,666,410 36,204 SH   SOLE   36,204 0 0
FLUOR CORP NEW COM 343412102   45,796,180 1,314,878 SH   SOLE   1,314,878 0 0
FREEPORT-MCMORAN INC CL B 35671D857   25,373,251 664,632 SH   SOLE   664,632 0 0
FRESHWORKS INC CLASS A COM 358054104   5,026,024 340,679 SH   SOLE   340,679 0 0
FULTON FINL CORP PA COM 360271100   5,022,327 297,113 SH   SOLE   297,113 0 0
GARTNER INC COM 366651107   104,942,676 310,866 SH   SOLE   310,866 0 0
GEN DIGITAL INC COM 668771108   4,027,826 187,065 SH   SOLE   187,065 0 0
GENERAL DYNAMICS CORP COM 369550108   8,181,442 32,811 SH   SOLE   32,811 0 0
GENERAL ELECTRIC CO COM NEW 369604301   17,886,515 218,248 SH   SOLE   218,248 0 0
GILEAD SCIENCES INC COM 375558103   9,486,610 109,961 SH   SOLE   109,961 0 0
HALLIBURTON CO COM 406216101   24,482,649 619,303 SH   SOLE   619,303 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104   12,274,352 161,054 SH   SOLE   161,054 0 0
HERSHEY CO COM 427866108   6,344,129 27,261 SH   SOLE   27,261 0 0
HESS CORP COM 42809H107   103,304,532 725,108 SH   SOLE   725,108 0 0
HOSTESS BRANDS INC CL A 44109J106   66,500,116 2,952,673 SH   SOLE   2,952,673 0 0
HUB GROUP INC CL A 443320106   2,441,342 30,570 SH   SOLE   30,570 0 0
HUMANA INC COM 444859102   34,818,011 67,646 SH   SOLE   67,646 0 0
ICON PLC SHS G4705A100   7,886,370 40,527 SH   SOLE   40,527 0 0
INFOSYS LTD SPONSORED ADR 456788108   1,322,341 73,443 SH   SOLE   73,443 0 0
INSULET CORP COM 45784P101   1,637,083 5,543 SH   SOLE   5,543 0 0
INTEL CORP COM 458140100   363,375 12,500 SH Call SOLE   12,500 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   145,183,517 1,409,377 SH   SOLE   1,409,377 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   38,713,468 273,474 SH   SOLE   273,474 0 0
INTUIT COM 461202103   111,271,416 284,794 SH   SOLE   284,794 0 0
IQVIA HLDGS INC COM 46266C105   18,140,457 88,259 SH   SOLE   88,259 0 0
JABIL INC COM 466313103   7,774,431 113,625 SH   SOLE   113,625 0 0
JACOBS SOLUTIONS INC COM 46982L108   124,865,463 998,205 SH   SOLE   998,205 0 0
JD.COM INC SPON ADR CL A 47215P106   9,876,047 175,078 SH   SOLE   175,078 0 0
JPMORGAN CHASE & CO COM 46625H100   9,125,070 67,702 SH   SOLE   67,702 0 0
JUNIPER NETWORKS INC COM 48203R104   4,300,303 133,865 SH   SOLE   133,865 0 0
KEURIG DR PEPPER INC COM 49271V100   2,414,577 67,385 SH   SOLE   67,385 0 0
KILROY RLTY CORP COM 49427F108   22,701,005 585,204 SH   SOLE   585,204 0 0
KRAFT HEINZ CO COM 500754106   192,986,294 4,720,636 SH   SOLE   4,720,636 0 0
KROGER CO COM 501044101   7,980,400 178,106 SH   SOLE   178,106 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109   13,972,084 66,911 SH   SOLE   66,911 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104   18,544,222 284,817 SH   SOLE   284,817 0 0
LINCOLN ELEC HLDGS INC COM 533900106   4,508,535 31,056 SH   SOLE   31,056 0 0
LINDE PLC SHS G5494J103   160,615,229 490,212 SH   SOLE   490,212 0 0
LOWES COS INC COM 548661107   15,234,600 76,306 SH   SOLE   76,306 0 0
LPL FINL HLDGS INC COM 50212V100   77,104,173 355,638 SH   SOLE   355,638 0 0
MARQETA INC CLASS A COM 57142B104   11,324,333 1,848,842 SH   SOLE   1,848,842 0 0
MARSH & MCLENNAN COS INC COM 571748102   26,666,861 160,318 SH   SOLE   160,318 0 0
MASTERCARD INCORPORATED CL A 57636Q104   73,346,494 210,185 SH   SOLE   210,185 0 0
MCKESSON CORP COM 58155Q103   86,011,295 228,174 SH   SOLE   228,174 0 0
MEDPACE HLDGS INC COM 58506Q109   4,446,147 20,838 SH   SOLE   20,838 0 0
MERCK & CO INC COM 58933Y105   171,728,444 1,540,552 SH   SOLE   1,540,552 0 0
META PLATFORMS INC CL A 30303M102   40,546,257 447,827 SH   SOLE   447,827 0 0
META PLATFORMS INC CL A 30303M102   153,918 1,700 SH Put SOLE   1,700 0 0
META PLATFORMS INC CL A 30303M102   135,810 1,500 SH Call SOLE   1,500 0 0
METLIFE INC COM 59156R108   11,379,774 156,476 SH   SOLE   156,476 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105   19,852,521 13,686 SH   SOLE   13,686 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   8,816,797 124,893 SH   SOLE   124,893 0 0
MICRON TECHNOLOGY INC COM 595112103   39,657,540 790,378 SH   SOLE   790,378 0 0
MICROSOFT CORP COM 594918104   408,839,949 1,697,604 SH   SOLE   1,697,604 0 0
MINISO GROUP HLDG LTD SPONSORED ADS 66981J102   1,415,738 131,390 SH   SOLE   131,390 0 0
MKS INSTRS INC COM 55306N104   15,636,840 183,912 SH   SOLE   183,912 0 0
MONTROSE ENVIRONMENTAL GROUP COM 615111101   1,363,801 30,624 SH   SOLE   30,624 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307   23,487,016 90,706 SH   SOLE   90,706 0 0
NASDAQ INC COM 631103108   66,408,719 1,077,405 SH   SOLE   1,077,405 0 0
NATERA INC COM 632307104   26,752,914 663,763 SH   SOLE   663,763 0 0
NEXTERA ENERGY INC COM 65339F101   95,901,990 1,142,705 SH   SOLE   1,142,705 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106   71,241,728 1,013,142 SH   SOLE   1,013,142 0 0
NORFOLK SOUTHN CORP COM 655844108   92,181,338 372,702 SH   SOLE   372,702 0 0
NORTHROP GRUMMAN CORP COM 666807102   2,779,211 5,065 SH   SOLE   5,065 0 0
NOV INC COM 62955J103   26,465,249 1,262,509 SH   SOLE   1,262,509 0 0
NUTRIEN LTD COM 67077M108   30,060,895 409,654 SH   SOLE   409,654 0 0
ORACLE CORP COM 68389X105   82,554,036 1,006,051 SH   SOLE   1,006,051 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   13,874,739 16,406 SH   SOLE   16,406 0 0
OVINTIV INC COM 69047Q102   85,947,549 1,689,227 SH   SOLE   1,689,227 0 0
PARKER-HANNIFIN CORP COM 701094104   19,195,387 65,674 SH   SOLE   65,674 0 0
PENUMBRA INC COM 70975L107   1,230,640 5,514 SH   SOLE   5,514 0 0
PEPSICO INC COM 713448108   7,370,914 40,600 SH   SOLE   40,600 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103   37,797,828 645,868 SH   SOLE   645,868 0 0
PERION NETWORK LTD SHS NEW M78673114   4,153,498 163,421 SH   SOLE   163,421 0 0
PERKINELMER INC COM 714046109   30,662,234 217,726 SH   SOLE   217,726 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408   29,511,891 2,759,025 SH   SOLE   2,759,025 0 0
PFIZER INC COM 717081103   117,118,569 2,274,408 SH   SOLE   2,274,408 0 0
PG&E CORP COM 69331C108   185,079,803 11,334,467 SH   SOLE   11,334,467 0 0
PHILIP MORRIS INTL INC COM 718172109   8,365,716 82,219 SH   SOLE   82,219 0 0
PHILLIPS 66 COM 718546104   47,155,106 450,840 SH   SOLE   450,840 0 0
PINNACLE FINL PARTNERS INC COM 72346Q104   72,170,572 980,407 SH   SOLE   980,407 0 0
PLANET FITNESS INC CL A 72703H101   98,840,977 1,249,876 SH   SOLE   1,249,876 0 0
PNC FINL SVCS GROUP INC COM 693475105   18,075,637 113,860 SH   SOLE   113,860 0 0
POOL CORP COM 73278L105   94,174,170 310,327 SH   SOLE   310,327 0 0
POWERSCHOOL HOLDINGS INC COM CL A 73939C106   1,677,354 72,441 SH   SOLE   72,441 0 0
PPL CORP COM 69351T106   15,062,755 512,880 SH   SOLE   512,880 0 0
PROCTER AND GAMBLE CO COM 742718109   25,140,467 165,048 SH   SOLE   165,048 0 0
PROLOGIS INC. COM 74340W103   15,043,163 138,519 SH   SOLE   138,519 0 0
QORVO INC COM 74736K101   8,976,004 98,702 SH   SOLE   98,702 0 0
QUALYS INC COM 74758T303   12,368,292 109,890 SH   SOLE   109,890 0 0
RALPH LAUREN CORP CL A 751212101   20,469,345 193,215 SH   SOLE   193,215 0 0
REINSURANCE GRP OF AMERICA I COM NEW 759351604   10,500,552 73,519 SH   SOLE   73,519 0 0
RH COM 74967X103   4,832,797 18,055 SH   SOLE   18,055 0 0
S&P GLOBAL INC COM 78409V104   6,395,074 19,000 SH   SOLE   19,000 0 0
SAIA INC COM 78709Y105   88,070,054 418,653 SH   SOLE   418,653 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104   18,064,046 64,129 SH   SOLE   64,129 0 0
SCHLUMBERGER LTD COM STK 806857108   32,518,126 605,179 SH   SOLE   605,179 0 0
SHOPIFY INC CL A 82509L107   830,556 23,851 SH   SOLE   23,851 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104   24,015,421 207,610 SH   SOLE   207,610 0 0
SIMON PPTY GROUP INC NEW COM 828806109   19,141,539 162,115 SH   SOLE   162,115 0 0
SK TELECOM LTD SPONSORED ADR 78440P306   2,738,947 132,364 SH   SOLE   132,364 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   29,348,920 320,833 SH   SOLE   320,833 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   2,285,721 8,043 SH   SOLE   8,043 0 0
SPARTANNASH CO COM 847215100   3,952,494 130,078 SH   SOLE   130,078 0 0
SPROUTS FMRS MKT INC COM 85208M102   9,044,744 277,990 SH   SOLE   277,990 0 0
STAAR SURGICAL CO COM PAR $0.01 852312305   729,208 14,974 SH   SOLE   14,974 0 0
STAR BULK CARRIERS CORP. SHS PAR Y8162K204   1,487,091 76,996 SH   SOLE   76,996 0 0
STELLANTIS N.V SHS N82405106   12,249,763 860,080 SH   SOLE   860,080 0 0
SUMO LOGIC INC COM 86646P103   14,493,070 1,785,555 SH   SOLE   1,785,555 0 0
SYNOPSYS INC COM 871607107   22,197,563 69,214 SH   SOLE   69,214 0 0
T-MOBILE US INC COM 872590104   139,501,414 992,123 SH   SOLE   992,123 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   25,384,357 339,066 SH   SOLE   339,066 0 0
TENABLE HLDGS INC COM 88025T102   24,202,130 632,810 SH   SOLE   632,810 0 0
TERADATA CORP DEL COM 88076W103   9,808,261 290,532 SH   SOLE   290,532 0 0
TERADYNE INC COM 880770102   1,142,557 13,038 SH   SOLE   13,038 0 0
TEREX CORP NEW COM 880779103   5,086,751 118,468 SH   SOLE   118,468 0 0
TESLA INC COM 88160R101   680,060 5,503 SH   SOLE   5,503 0 0
TETRA TECH INC NEW COM 88162G103   1,901,444 13,054 SH   SOLE   13,054 0 0
TFI INTL INC COM 87241L109   36,443,431 362,513 SH   SOLE   362,513 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   97,466,254 176,208 SH   SOLE   176,208 0 0
TORONTO DOMINION BK ONT COM NEW 891160509   5,163,400 79,401 SH   SOLE   79,401 0 0
TRIMBLE INC COM 896239100   13,860,899 272,922 SH   SOLE   272,922 0 0
UNION PAC CORP COM 907818108   31,270,367 150,316 SH   SOLE   150,316 0 0
UNITED AIRLS HLDGS INC COM 910047109   5,176,274 136,712 SH   SOLE   136,712 0 0
UNITEDHEALTH GROUP INC COM 91324P102   41,123,443 77,178 SH   SOLE   77,178 0 0
UNIVERSAL DISPLAY CORP COM 91347P105   973,883 8,985 SH   SOLE   8,985 0 0
UNUM GROUP COM 91529Y106   10,161,496 246,463 SH   SOLE   246,463 0 0
USERTESTING INC COM 91734E101   18,481,176 2,454,430 SH   SOLE   2,454,430 0 0
VALMONT INDS INC COM 920253101   94,910,509 286,254 SH   SOLE   286,254 0 0
VEEVA SYS INC CL A COM 922475108   1,223,981 7,560 SH   SOLE   7,560 0 0
VERACYTE INC COM 92337F107   378,341 15,892 SH   SOLE   15,892 0 0
VISA INC COM CL A 92826C839   88,744,170 425,042 SH   SOLE   425,042 0 0
VULCAN MATLS CO COM 929160109   62,022,747 352,910 SH   SOLE   352,910 0 0
WALMART INC COM 931142103   4,714,531 33,083 SH   SOLE   33,083 0 0
WASHINGTON FED INC COM 938824109   4,335,437 128,602 SH   SOLE   128,602 0 0
WELLS FARGO CO NEW COM 949746101   168,020,663 4,051,018 SH   SOLE   4,051,018 0 0
WESTERN ALLIANCE BANCORP COM 957638109   28,927,478 484,151 SH   SOLE   484,151 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104   48,553,964 1,558,398 SH   SOLE   1,558,398 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103   149,555,486 609,001 SH   SOLE   609,001 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104   158,293,492 3,492,640 SH   SOLE   3,492,640 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102   23,498,755 183,946 SH   SOLE   183,946 0 0
ZOETIS INC CL A 98978V103   39,771,829 270,294 SH   SOLE   270,294 0 0