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   82,501,808 518,840 SH   SOLE   518,840 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   28,032,310 98,295 SH   SOLE   98,295 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101   24,405,988 63,470 SH   SOLE   63,470 0 0
ADVANCED MICRO DEVICES INC COM 007903107   85,706,718 876,056 SH   SOLE   876,056 0 0
AEHR TEST SYS COM 00760J108   602,046 19,437 SH   SOLE   19,437 0 0
AGILENT TECHNOLOGIES INC COM 00846U101   18,296,010 132,543 SH   SOLE   132,543 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   1,835,036 18,000 SH   SOLE   18,000 0 0
ALLY FINL INC COM 02005N100   16,063,235 631,595 SH   SOLE   631,595 0 0
ALPHABET INC CAP STK CL C 02079K107   171,289,647 1,650,656 SH   SOLE   1,650,656 0 0
ALPHABET INC CAP STK CL A 02079K305   46,588,545 439,639 SH   SOLE   439,639 0 0
ALTRIA GROUP INC COM 02209S103   9,768,851 219,436 SH   SOLE   219,436 0 0
AMALGAMATED FINANCIAL CORP COM 022671101   426,802 24,162 SH   SOLE   24,162 0 0
AMAZON COM INC COM 023135106   217,286,710 2,107,844 SH   SOLE   2,107,844 0 0
AMERICAN INTL GROUP INC COM NEW 026874784   4,842,350 96,375 SH   SOLE   96,375 0 0
ANALOG DEVICES INC COM 032654105   8,901,837 45,240 SH   SOLE   45,240 0 0
ANSYS INC COM 03662Q105   26,981,937 81,253 SH   SOLE   81,253 0 0
AON PLC SHS CL A G0403H108   66,442,220 211,072 SH   SOLE   211,072 0 0
APPLE INC COM 037833100   162,617,615 988,336 SH   SOLE   988,336 0 0
ARAMARK COM 03852U106   24,024,778 672,030 SH   SOLE   672,030 0 0
ARCHER DANIELS MIDLAND CO COM 039483102   61,280,412 771,004 SH   SOLE   771,004 0 0
AUTOLIV INC COM 052800109   30,909,888 331,501 SH   SOLE   331,501 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   3,084,373 13,886 SH   SOLE   13,886 0 0
AUTOZONE INC COM 053332102   71,268,022 29,045 SH   SOLE   29,045 0 0
AVANTOR INC COM 05352A100   88,149,818 4,178,022 SH   SOLE   4,178,022 0 0
AVERY DENNISON CORP COM 053611109   29,547,403 165,495 SH   SOLE   165,495 0 0
AXON ENTERPRISE INC COM 05464C101   51,283,688 228,477 SH   SOLE   228,477 0 0
AZEK CO INC CL A 05478C105   17,207,921 731,854 SH   SOLE   731,854 0 0
BAKER HUGHES COMPANY CL A 05722G100   39,888,013 1,385,225 SH   SOLE   1,385,225 0 0
BANK AMERICA CORP COM 060505104   25,374,135 835,500 SH Call SOLE   835,500 0 0
BANK OZK LITTLE ROCK ARK COM 06417N103   5,457,068 159,929 SH   SOLE   159,929 0 0
BELDEN INC COM 077454106   6,112,391 70,605 SH   SOLE   70,605 0 0
BIO-TECHNE CORP COM 09073M104   16,647,043 224,775 SH   SOLE   224,775 0 0
BIOXCEL THERAPEUTICS INC COM 09075P105   18,278,606 981,472 SH   SOLE   981,472 0 0
BLOOMIN BRANDS INC COM 094235108   2,693,517 105,251 SH   SOLE   105,251 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106   9,493,098 102,505 SH   SOLE   102,505 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   105,998,091 1,532,308 SH   SOLE   1,532,308 0 0
BROADCOM INC COM 11135F101   31,886,801 49,815 SH   SOLE   49,815 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   71,873,975 811,186 SH   SOLE   811,186 0 0
BUNGE LIMITED COM G16962105   27,283,857 286,184 SH   SOLE   286,184 0 0
BURLINGTON STORES INC COM 122017106   30,021,692 148,781 SH   SOLE   148,781 0 0
BWX TECHNOLOGIES INC COM 05605H100   2,728,172 43,376 SH   SOLE   43,376 0 0
CAMECO CORP COM 13321L108   13,957,024 534,513 SH   SOLE   534,513 0 0
CANADIAN PAC RY LTD COM 13645T100   7,868,322 102,500 SH   SOLE   102,500 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107   7,167,074 152,628 SH   SOLE   152,628 0 0
CATALYST PHARMACEUTICALS INC COM 14888U101   7,757,120 468,932 SH   SOLE   468,932 0 0
CHARGEPOINT HOLDINGS INC COM CL A 15961R105   407,435 38,972 SH   SOLE   38,972 0 0
CHUBB LIMITED COM H1467J104   6,721,287 34,693 SH   SOLE   34,693 0 0
CHURCHILL DOWNS INC COM 171484108   55,856,817 217,678 SH   SOLE   217,678 0 0
CIENA CORP COM NEW 171779309   8,298,934 183,159 SH   SOLE   183,159 0 0
CISCO SYS INC COM 17275R102   13,737,915 263,403 SH   SOLE   263,403 0 0
CITIGROUP INC COM NEW 172967424   19,299,415 412,504 SH   SOLE   412,504 0 0
CLEAN HARBORS INC COM 184496107   174,745,933 1,228,006 SH   SOLE   1,228,006 0 0
CNH INDL N V SHS N20944109   19,922,823 1,305,305 SH   SOLE   1,305,305 0 0
COCA COLA CO COM 191216100   8,090,088 130,721 SH   SOLE   130,721 0 0
COMMERCIAL METALS CO COM 201723103   7,343,505 150,518 SH   SOLE   150,518 0 0
CONAGRA BRANDS INC COM 205887102   9,059,898 241,764 SH   SOLE   241,764 0 0
CONOCOPHILLIPS COM 20825C104   38,018,247 384,056 SH   SOLE   384,056 0 0
CONSTELLATION ENERGY CORP COM 21037T109   205,594,645 2,373,798 SH   SOLE   2,373,798 0 0
COPART INC COM 217204106   82,706,686 1,101,749 SH   SOLE   1,101,749 0 0
COSTCO WHSL CORP NEW COM 22160K105   41,832,183 84,377 SH   SOLE   84,377 0 0
COTY INC COM CL A 222070203   24,282,581 2,016,987 SH   SOLE   2,016,987 0 0
COURSERA INC COM 22266M104   243,449 21,164 SH   SOLE   21,164 0 0
CVS HEALTH CORP COM 126650100   30,049,090 405,279 SH   SOLE   405,279 0 0
DARLING INGREDIENTS INC COM 237266101   66,681,613 1,143,853 SH   SOLE   1,143,853 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   7,336,262 210,557 SH   SOLE   210,557 0 0
DEXCOM INC COM 252131107   1,487,360 12,821 SH   SOLE   12,821 0 0
DOLLAR TREE INC COM 256746108   54,869,845 382,913 SH   SOLE   382,913 0 0
EAGLE MATLS INC COM 26969P108   63,979,256 436,792 SH   SOLE   436,792 0 0
ELEVANCE HEALTH INC COM 036752103   68,143,040 148,466 SH   SOLE   148,466 0 0
ENERGY RECOVERY INC COM 29270J100   828,405 35,992 SH   SOLE   35,992 0 0
ENOVIS CORPORATION COM 194014502   15,148,718 283,695 SH   SOLE   283,695 0 0
ENVISTA HOLDINGS CORPORATION COM 29415F104   57,378,746 1,406,035 SH   SOLE   1,406,035 0 0
EOG RES INC COM 26875P101   24,846,853 217,235 SH   SOLE   217,235 0 0
EQT CORP COM 26884L109   6,539,045 205,391 SH   SOLE   205,391 0 0
EQUIFAX INC COM 294429105   8,837,486 43,608 SH   SOLE   43,608 0 0
EQUITABLE HLDGS INC COM 29452E101   16,886,894 666,254 SH   SOLE   666,254 0 0
EVERBRIDGE INC COM 29978A104   426,713 12,326 SH   SOLE   12,326 0 0
EXXON MOBIL CORP COM 30231G102   23,059,912 210,757 SH   SOLE   210,757 0 0
FERGUSON PLC NEW SHS G3421J106   67,947,139 508,993 SH   SOLE   508,993 0 0
FIRST COMWLTH FINL CORP PA COM 319829107   5,723,878 461,544 SH   SOLE   461,544 0 0
FIRST INDL RLTY TR INC COM 32054K103   39,023,039 734,793 SH   SOLE   734,793 0 0
FIRST SOLAR INC COM 336433107   13,476,432 62,091 SH   SOLE   62,091 0 0
FLUOR CORP NEW COM 343412102   40,551,791 1,314,878 SH   SOLE   1,314,878 0 0
FRANCO NEV CORP COM 351858105   14,468,499 99,418 SH   SOLE   99,418 0 0
FREEPORT-MCMORAN INC CL B 35671D857   19,972,295 489,271 SH   SOLE   489,271 0 0
GARTNER INC COM 366651107   100,172,798 308,080 SH   SOLE   308,080 0 0
GILEAD SCIENCES INC COM 375558103   59,235,607 715,528 SH   SOLE   715,528 0 0
HALLIBURTON CO COM 406216101   17,692,745 560,411 SH   SOLE   560,411 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104   10,768,566 154,875 SH   SOLE   154,875 0 0
HERSHEY CO COM 427866108   6,982,312 27,508 SH   SOLE   27,508 0 0
HESS CORP COM 42809H107   49,915,210 377,911 SH   SOLE   377,911 0 0
HOSTESS BRANDS INC CL A 44109J106   65,753,161 2,647,409 SH   SOLE   2,647,409 0 0
HUMANA INC COM 444859102   24,897,632 51,399 SH   SOLE   51,399 0 0
ICON PLC SHS G4705A100   13,652,320 63,975 SH   SOLE   63,975 0 0
INFOSYS LTD SPONSORED ADR 456788108   828,278 47,493 SH   SOLE   47,493 0 0
INSULET CORP COM 45784P101   1,594,375 5,006 SH   SOLE   5,006 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   109,838,534 1,055,073 SH   SOLE   1,055,073 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   9,551,883 73,018 SH   SOLE   73,018 0 0
INTUIT COM 461202103   111,640,728 250,889 SH   SOLE   250,889 0 0
IQVIA HLDGS INC COM 46266C105   1,710,530 8,613 SH   SOLE   8,613 0 0
JABIL INC COM 466313103   16,053,646 182,414 SH   SOLE   182,414 0 0
JACOBS SOLUTIONS INC COM 46982L108   137,709,497 1,202,598 SH   SOLE   1,202,598 0 0
JPMORGAN CHASE & CO COM 46625H100   7,623,391 58,636 SH   SOLE   58,636 0 0
JUNIPER NETWORKS INC COM 48203R104   8,749,034 254,767 SH   SOLE   254,767 0 0
KRAFT HEINZ CO COM 500754106   132,582,063 3,436,162 SH   SOLE   3,436,162 0 0
KROGER CO COM 501044101   10,668,752 216,593 SH   SOLE   216,593 0 0
LAM RESEARCH CORP COM 512807108   67,095,609 126,801 SH   SOLE   126,801 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104   21,203,071 222,407 SH   SOLE   222,407 0 0
LINCOLN ELEC HLDGS INC COM 533900106   3,452,215 20,462 SH   SOLE   20,462 0 0
LINDE PLC SHS G54950103   134,452,822 365,351 SH   SOLE   365,351 0 0
LOWES COS INC COM 548661107   17,089,169 85,536 SH   SOLE   85,536 0 0
LPL FINL HLDGS INC COM 50212V100   65,337,706 323,375 SH   SOLE   323,375 0 0
MARSH & MCLENNAN COS INC COM 571748102   26,641,515 160,318 SH   SOLE   160,318 0 0
MASTERCARD INCORPORATED CL A 57636Q104   30,880,399 85,160 SH   SOLE   85,160 0 0
MCKESSON CORP COM 58155Q103   79,415,065 223,538 SH   SOLE   223,538 0 0
MERCK & CO INC COM 58933Y105   143,602,984 1,352,760 SH   SOLE   1,352,760 0 0
META PLATFORMS INC CL A 30303M102   209,813,125 1,010,904 SH   SOLE   1,010,904 0 0
METLIFE INC COM 59156R108   9,080,930 157,089 SH   SOLE   157,089 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105   24,701,681 16,178 SH   SOLE   16,178 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   13,218,600 158,139 SH   SOLE   158,139 0 0
MICRON TECHNOLOGY INC COM 595112103   33,475,110 555,737 SH   SOLE   555,737 0 0
MICROSOFT CORP COM 594918104   350,449,572 1,217,874 SH   SOLE   1,217,874 0 0
MINISO GROUP HLDG LTD SPONSORED ADS 66981J102   4,281,968 241,895 SH   SOLE   241,895 0 0
MONDELEZ INTL INC CL A 609207105   29,736,945 426,899 SH   SOLE   426,899 0 0
MONTROSE ENVIRONMENTAL GROUP COM 615111101   763,275 21,430 SH   SOLE   21,430 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307   8,265,123 28,949 SH   SOLE   28,949 0 0
NATERA INC COM 632307104   32,991,708 595,266 SH   SOLE   595,266 0 0
NETFLIX INC COM 64110L106   8,772,712 25,451 SH   SOLE   25,451 0 0
NEXTERA ENERGY INC COM 65339F101   39,125,321 508,406 SH   SOLE   508,406 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106   47,656,479 785,946 SH   SOLE   785,946 0 0
NIKE INC CL B 654106103   66,369,218 542,226 SH   SOLE   542,226 0 0
NORFOLK SOUTHN CORP COM 655844108   48,223,023 227,832 SH   SOLE   227,832 0 0
NOV INC COM 62955J103   26,666,792 1,443,180 SH   SOLE   1,443,180 0 0
NVIDIA CORPORATION COM 67066G104   100,817,170 363,726 SH   SOLE   363,726 0 0
OKTA INC CL A 679295105   48,772,360 566,644 SH   SOLE   566,644 0 0
OMNICOM GROUP INC COM 681919106   22,499,560 239,016 SH   SOLE   239,016 0 0
ORACLE CORP COM 68389X105   111,524,398 1,202,560 SH   SOLE   1,202,560 0 0
OVINTIV INC COM 69047Q102   30,210,792 838,787 SH   SOLE   838,787 0 0
PACCAR INC COM 693718108   5,929,303 81,187 SH   SOLE   81,187 0 0
PENUMBRA INC COM 70975L107   1,096,412 3,940 SH   SOLE   3,940 0 0
PEPSICO INC COM 713448108   8,265,867 45,446 SH   SOLE   45,446 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103   53,731,995 891,749 SH   SOLE   891,749 0 0
PERION NETWORK LTD SHS NEW M78673114   10,152,993 257,106 SH   SOLE   257,106 0 0
PERKINELMER INC COM 714046109   22,948,832 172,588 SH   SOLE   172,588 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408   11,380,023 1,093,438 SH   SOLE   1,093,438 0 0
PG&E CORP COM 69331C108   195,105,045 12,089,241 SH   SOLE   12,089,241 0 0
PHILIP MORRIS INTL INC COM 718172109   10,764,156 110,939 SH   SOLE   110,939 0 0
PHILLIPS 66 COM 718546104   58,413,544 577,479 SH   SOLE   577,479 0 0
PINNACLE FINL PARTNERS INC COM 72346Q104   47,610,389 864,631 SH   SOLE   864,631 0 0
PLANET FITNESS INC CL A 72703H101   90,067,451 1,161,840 SH   SOLE   1,161,840 0 0
POOL CORP COM 73278L105   108,981,613 318,851 SH   SOLE   318,851 0 0
POWERSCHOOL HOLDINGS INC COM CL A 73939C106   1,018,677 51,472 SH   SOLE   51,472 0 0
PPL CORP COM 69351T106   39,727,269 1,432,789 SH   SOLE   1,432,789 0 0
PROCTER AND GAMBLE CO COM 742718109   26,919,261 181,444 SH   SOLE   181,444 0 0
PROLOGIS INC. COM 74340W103   27,821,936 225,133 SH   SOLE   225,133 0 0
QORVO INC COM 74736K101   35,156,743 346,735 SH   SOLE   346,735 0 0
QUALYS INC COM 74758T303   12,790,802 98,547 SH   SOLE   98,547 0 0
RALPH LAUREN CORP CL A 751212101   16,009,914 137,862 SH   SOLE   137,862 0 0
REINSURANCE GRP OF AMERICA I COM NEW 759351604   10,837,857 81,822 SH   SOLE   81,822 0 0
RH COM 74967X103   6,083,580 25,001 SH   SOLE   25,001 0 0
ROCKWELL AUTOMATION INC COM 773903109   27,032,454 92,321 SH   SOLE   92,321 0 0
S&P GLOBAL INC COM 78409V104   6,461,699 18,785 SH   SOLE   18,785 0 0
SAIA INC COM 78709Y105   67,949,009 250,225 SH   SOLE   250,225 0 0
SALESFORCE INC COM 79466L302   22,084,108 110,784 SH   SOLE   110,784 0 0
SHOPIFY INC CL A 82509L107   553,081 11,554 SH   SOLE   11,554 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   62,674,843 532,186 SH   SOLE   532,186 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   1,791,282 5,902 SH   SOLE   5,902 0 0
SPROUTS FMRS MKT INC COM 85208M102   9,804,292 280,524 SH   SOLE   280,524 0 0
STAAR SURGICAL CO COM PAR $0.01 852312305   843,799 13,214 SH   SOLE   13,214 0 0
STAR BULK CARRIERS CORP. SHS PAR Y8162K204   1,525,852 72,402 SH   SOLE   72,402 0 0
STATE STR CORP COM 857477103   1,764,303 23,363 SH   SOLE   23,363 0 0
STEEL DYNAMICS INC COM 858119100   7,369,325 65,330 SH   SOLE   65,330 0 0
STELLANTIS N.V SHS N82405106   5,343,312 294,680 SH   SOLE   294,680 0 0
SUMO LOGIC INC COM 86646P103   16,044,891 1,341,638 SH   SOLE   1,341,638 0 0
SYNOPSYS INC COM 871607107   23,192,416 60,177 SH   SOLE   60,177 0 0
T-MOBILE US INC COM 872590104   72,115,266 498,854 SH   SOLE   498,854 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   2,723,339 29,344 SH   SOLE   29,344 0 0
TENABLE HLDGS INC COM 88025T102   39,146,623 825,402 SH   SOLE   825,402 0 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109   3,296,409 398,972 SH   SOLE   398,972 0 0
TERADYNE INC COM 880770102   1,271,906 11,848 SH   SOLE   11,848 0 0
TEREX CORP NEW COM 880779103   6,755,014 139,944 SH   SOLE   139,944 0 0
TESLA INC COM 88160R101   831,315 4,481 SH   SOLE   4,481 0 0
TETRA TECH INC NEW COM 88162G103   1,775,291 12,102 SH   SOLE   12,102 0 0
TFI INTL INC COM 87241L109   38,757,253 325,463 SH   SOLE   325,463 0 0
THE CIGNA GROUP COM 125523100   40,874,059 160,311 SH   SOLE   160,311 0 0
THE TRADE DESK INC COM CL A 88339J105   285,866 4,704 SH   SOLE   4,704 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   82,998,693 144,281 SH   SOLE   144,281 0 0
TOPBUILD CORP COM 89055F103   55,523,751 267,161 SH   SOLE   267,161 0 0
TRIMBLE INC COM 896239100   15,427,172 294,945 SH   SOLE   294,945 0 0
TWILIO INC CL A 90138F102   67,333,408 1,012,584 SH   SOLE   1,012,584 0 0
UBER TECHNOLOGIES INC COM 90353T100   11,151,827 352,563 SH   SOLE   352,563 0 0
UBS GROUP AG SHS H42097107   8,709,102 413,397 SH   SOLE   413,397 0 0
UNION PAC CORP COM 907818108   23,315,322 116,100 SH   SOLE   116,100 0 0
UNITED AIRLS HLDGS INC COM 910047109   4,012,909 90,895 SH   SOLE   90,895 0 0
UNITEDHEALTH GROUP INC COM 91324P102   29,811,782 63,221 SH   SOLE   63,221 0 0
UNIVERSAL DISPLAY CORP COM 91347P105   1,250,678 8,074 SH   SOLE   8,074 0 0
UNUM GROUP COM 91529Y106   11,641,628 294,952 SH   SOLE   294,952 0 0
VALMONT INDS INC COM 920253101   61,376,787 192,569 SH   SOLE   192,569 0 0
VALVOLINE INC COM 92047W101   30,675,108 879,326 SH   SOLE   879,326 0 0
VEEVA SYS INC CL A COM 922475108   1,532,941 8,353 SH   SOLE   8,353 0 0
VERACYTE INC COM 92337F107   300,135 13,479 SH   SOLE   13,479 0 0
VISA INC COM CL A 92826C839   101,800,529 452,522 SH   SOLE   452,522 0 0
VOYA FINANCIAL INC COM 929089100   4,411,765 61,879 SH   SOLE   61,879 0 0
VULCAN MATLS CO COM 929160109   90,057,904 525,891 SH   SOLE   525,891 0 0
WELLS FARGO CO NEW COM 949746101   169,793,478 4,551,609 SH   SOLE   4,551,609 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104   46,849,300 1,558,398 SH   SOLE   1,558,398 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103   40,178,604 172,893 SH   SOLE   172,893 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104   85,041,851 1,949,160 SH   SOLE   1,949,160 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104   10,628,268 243,600 SH Put SOLE   243,600 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102   21,829,937 169,113 SH   SOLE   169,113 0 0
ZOETIS INC CL A 98978V103   30,730,708 185,043 SH   SOLE   185,043 0 0