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
Pfizer Inc common 717081103 96,717,490 2,248,721 SH   OTR 1 0 2,248,721 0
Alphabet Inc - C common 02079K107 112,833,234 42,334 SH   OTR 1 0 42,334 0
Advanced Micro Devices inc common 007903107 24,870,621 241,697 SH   OTR 1 0 241,697 0
Microsoft Corp common 594918104 1,352,676,123 4,798,085 SH   OTR 1 0 4,798,085 0
Trip.Com Group Ltd ADR common 89677Q107 36,432,170 1,184,786 SH   OTR 1 0 1,184,786 0
Ecolab Inc common 278865100 20,896,214 100,164 SH   OTR 1 0 100,164 0
Quanta Services Inc common 74762E102 11,386,520 99,987 SH   OTR 1 0 99,987 0
Deere & Co common 244199105 39,972,846 119,297 SH   OTR 1 0 119,297 0
Itron Inc common 465741106 900,829 11,911 SH   OTR 1 0 11,911 0
Sanmina SCI common 801056102 59,486,837 1,543,509 SH   OTR 1 0 1,543,509 0
Zoetis Inc common 98978V103 53,882,392 277,544 SH   OTR 1 0 277,544 0
Rockwell Automation Inc common 773903109 41,308,209 140,485 SH   OTR 1 0 140,485 0
TopBuild Corp common 89055F103 8,483,640 41,422 SH   OTR 1 0 41,422 0
Lowe's Cos Inc common 548661107 45,980,653 226,662 SH   OTR 1 0 226,662 0
Texas Instruments Inc common 882508104 51,905,734 270,047 SH   OTR 1 0 270,047 0
Canadian Solar Inc common 136635109 26,141,738 755,760 SH   OTR 1 0 755,760 0
Livent Corp common 53814L108 11,876,945 513,931 SH   OTR 1 0 513,931 0
Willdan Group Inc common 96924N100 8,385,716 235,620 SH   OTR 1 0 235,620 0
ServiceNow Inc common 81762P102 19,230,632 30,904 SH   OTR 1 0 30,904 0
Workday Inc common 98138H101 7,038,402 28,166 SH   OTR 1 0 28,166 0
Atmos Energy Corp common 049560105 2,089,370 23,689 SH   OTR 1 0 23,689 0
Qorvo Inc common 74736K101 2,826,681 16,907 SH   OTR 1 0 16,907 0
Progressive Corp/The common 743315103 14,724,350 162,898 SH   OTR 1 0 162,898 0
Wabtec Corp common 929740108 3,618,406 41,972 SH   OTR 1 0 41,972 0
Bank Of New York Mellon Corp/The common 064058100 10,662,503 205,681 SH   OTR 1 0 205,681 0
Amerisourcebergen Corp common 03073E105 5,033,265 42,137 SH   OTR 1 0 42,137 0
WW Grainger Inc common 384802104 9,184,633 23,367 SH   OTR 1 0 23,367 0
Otis Worldwide Corp common 68902V107 7,744,770 94,127 SH   OTR 1 0 94,127 0
Sysco Corp common 871829107 6,785,148 86,435 SH   OTR 1 0 86,435 0
Wells Fargo & Co common 949746101 21,473,489 462,691 SH   OTR 1 0 462,691 0
Sempra Energy common 816851109 6,123,106 48,404 SH   OTR 1 0 48,404 0
Laboratory Corp Of America Holdings common 50540R409 27,219,751 96,716 SH   OTR 1 0 96,716 0
Vereit INC common 92339V308 1,440,576 31,850 SH   OTR 1 0 31,850 0
Pultegroup Inc common 745867101 2,590,485 56,413 SH   OTR 1 0 56,413 0
Republic Services Inc common 760759100 6,986,291 58,190 SH   OTR 1 0 58,190 0
Jb Hunt Transport Services Inc common 445658107 3,302,093 19,747 SH   OTR 1 0 19,747 0
Pnc Financial Services Group Inc/The common 693475105 17,631,859 90,124 SH   OTR 1 0 90,124 0
Alnylam Pharmaceuticals Inc common 02043Q107 3,364,028 17,817 SH   OTR 1 0 17,817 0
Exelon Corp common 30161N101 11,706,546 242,171 SH   OTR 1 0 242,171 0
Oracle Corp common 68389X105 34,170,731 392,181 SH   OTR 1 0 392,181 0
Fox Corp common 35137L204 782,527 21,081 SH   OTR 1 0 21,081 0
Union Pacific Corp common 907818108 34,078,495 173,861 SH   OTR 1 0 173,861 0
Dow Inc common 260557103 10,173,097 176,739 SH   OTR 1 0 176,739 0
Liberty Broadband Corp common 530307305 3,714,950 21,511 SH   OTR 1 0 21,511 0
Dr Horton Inc common 23331A109 4,733,389 56,370 SH   OTR 1 0 56,370 0
Illinois Tool Works Inc common 452308109 23,577,723 114,106 SH   OTR 1 0 114,106 0
Occidental Petroleum Corp common 674599105 3,564,893 120,517 SH   OTR 1 0 120,517 0
IHS Markit Ltd common G47567105 9,000,732 77,180 SH   OTR 1 0 77,180 0
DuPont De Nemours Inc common 26614N102 7,129,703 104,864 SH   OTR 1 0 104,864 0
Agilent Technologies Inc common 00846U101 26,909,432 170,821 SH   OTR 1 0 170,821 0
Expedia Group Inc common 30212P303 3,255,874 19,865 SH   OTR 1 0 19,865 0
Newmont Corporation common 651639106 9,385,375 172,843 SH   OTR 1 0 172,843 0
Kroger Co/The common 501044101 9,792,793 242,216 SH   OTR 1 0 242,216 0
Pioneer Natural Resources Co common 723787107 5,067,399 30,433 SH   OTR 1 0 30,433 0
Fidelity National Financial Inc common 31620R303 2,818,516 62,164 SH   OTR 1 0 62,164 0
Parker-Hannifin Corp common 701094104 15,939,738 57,005 SH   OTR 1 0 57,005 0
Keurig Dr Pepper Inc common 49271V100 4,395,504 128,674 SH   OTR 1 0 128,674 0
Athene Holding Ltd common G0684D107 2,907,209 42,213 SH   OTR 1 0 42,213 0
3m Co common 88579Y101 30,343,625 172,977 SH   OTR 1 0 172,977 0
DocuSign Inc common 256163106 6,773,498 26,312 SH   OTR 1 0 26,312 0
Twilio Inc common 90138F102 6,944,123 21,765 SH   OTR 1 0 21,765 0
Cummins Inc common 231021106 11,263,031 50,156 SH   OTR 1 0 50,156 0
American International Group Inc common 026874784 6,522,524 118,829 SH   OTR 1 0 118,829 0
Nordson Corp common 655663102 2,780,163 11,674 SH   OTR 1 0 11,674 0
Hershey Co/The common 427866108 7,794,301 46,052 SH   OTR 1 0 46,052 0
Biomarin Pharmaceutical Inc common 09061G101 11,303,353 146,246 SH   OTR 1 0 146,246 0
Cabot Oil & Gas Corp common 127097103 1,895,644 87,116 SH   OTR 1 0 87,116 0
Public Service Enterprise Group Inc common 744573106 4,422,193 72,614 SH   OTR 1 0 72,614 0
Cincinnati Financial Corp common 172062101 2,607,643 22,830 SH   OTR 1 0 22,830 0
GoDaddy Inc common 380237107 1,656,630 23,768 SH   OTR 1 0 23,768 0
Arch Capital Group Ltd common G0450A105 2,091,386 54,777 SH   OTR 1 0 54,777 0
Trade Desk Inc common 88339J105 4,225,663 60,109 SH   OTR 1 0 60,109 0
Discovery Communications Inc - C common 25470F302 3,667,707 151,121 SH   OTR 1 0 151,121 0
Enphase Energy Inc common 29355A107 3,567,936 23,791 SH   OTR 1 0 23,791 0
Liberty Media Corp-Liberty Siriusxm - A common 531229409 514,342 10,904 SH   OTR 1 0 10,904 0
Black Knight Inc common 09215C105 1,613,016 22,403 SH   OTR 1 0 22,403 0
American Eagle Outfitters Inc common 02553E106 10,211,640 395,800 SH   OTR 1 0 395,800 0
Y-mAbs Therapeutics, Inc common 984241109 358,634 12,566 SH   OTR 1 0 12,566 0
Amicus Therapeutics Inc common 03152W109 1,666,098 174,278 SH   OTR 1 0 174,278 0
Alliance Data Systems Corp common 018581108 14,497,036 143,720 SH   OTR 1 0 143,720 0
Infosys Ltd common 456788108 886,841 39,858 SH   OTR 1 0 39,858 0
Telefonica Brasil Sa ADR common 87936R205 239,218 30,827 SH   OTR 1 0 30,827 0
Pinnacle West Capital Corp common 723484101 1,097,774 15,171 SH   OTR 1 0 15,171 0
Kinder Morgan Inc/De common 49456B101 6,610,675 395,139 SH   OTR 1 0 395,139 0
MasTec Inc common 576323109 32,909,953 381,432 SH   OTR 1 0 381,432 0
FREYR Battery common 236069737 208,494 21,124 SH   OTR 1 0 21,124 0
East West Bancorp Inc common 27579R104 15,752,809 203,131 SH   OTR 1 0 203,131 0
MSA Safety Inc common 553498106 10,598,515 72,802 SH   OTR 1 0 72,802 0
Costamare Inc common Y1771G102 2,003,260 129,326 SH   OTR 1 0 129,326 0
Li Auto Inc. common 50202M102 453,476 17,249 SH   OTR 1 0 17,249 0
First Solar Inc common 336433107 51,998,010 544,767 SH   OTR 1 0 544,767 0
Applied Materials Inc common 038222105 19,085,252 148,258 SH   OTR 1 0 148,258 0
Baidu Inc ADR common 056752108 26,990,813 175,550 SH   OTR 1 0 175,550 0
Yandex NV common 000980552 14,536,811 182,417 SH   OTR 1 0 182,417 0
Xylem Inc/Ny common 98419M100 23,894,234 193,194 SH   OTR 1 0 193,194 0
Roper Technologies Inc common 776696106 11,947,808 26,781 SH   OTR 1 0 26,781 0
Oatly Group AB common 67421J108 290,304 19,200 SH   OTR 1 0 19,200 0
Banco Bradesco SA - ADR common 059460303 12,941,394 3,378,954 SH   OTR 1 0 3,378,954 0
Procter & Gamble Co/The common 742718109 75,844,016 542,518 SH   OTR 1 0 542,518 0
Jackson Financial Inc common 46817M107 1,174,664 45,249 SH   OTR 1 0 45,249 0
Oaktree Specialty Lending Corp common 67401P108 1,485,749 210,446 SH   OTR 1 0 210,446 0
Carlyle Group LP common 14316J108 12,776,900 270,239 SH   OTR 1 0 270,239 0
Kkr & Co Inc common 48251W104 10,305,158 169,270 SH   OTR 1 0 169,270 0
Ross Stores Inc common 778296103 5,896,731 54,173 SH   OTR 1 0 54,173 0
Peloton Interactive Inc common 70614W100 2,928,014 33,636 SH   OTR 1 0 33,636 0
UGI Corp common 902681105 3,537,545 83,002 SH   OTR 1 0 83,002 0
Fortune Brands Home & Security Inc common 34964C106 3,601,838 40,280 SH   OTR 1 0 40,280 0
Keysight Technologies Inc common 49338L103 5,260,566 32,020 SH   OTR 1 0 32,020 0
Ventas Inc common 92276F100 3,770,070 68,286 SH   OTR 1 0 68,286 0
Vertex Pharmaceuticals Inc common 92532F100 92,491,124 509,902 SH   OTR 1 0 509,902 0
Eastman Chemical Co common 277432100 2,932,239 29,107 SH   OTR 1 0 29,107 0
General Motors Co common 37045V100 46,410,891 880,495 SH   OTR 1 0 880,495 0
Molina Healthcare Inc common 60855R100 2,736,704 10,087 SH   OTR 1 0 10,087 0
Molson Coors Brewing Co common 60871R209 32,293,791 696,287 SH   OTR 1 0 696,287 0
CarMax Inc common 143130102 3,240,587 25,325 SH   OTR 1 0 25,325 0
Kla-Tencor Corp common 482480100 8,258,383 24,688 SH   OTR 1 0 24,688 0
Crown Castle International Corp common 22822V101 10,693,671 61,699 SH   OTR 1 0 61,699 0
Citizens Financial Group Inc common 174610105 3,187,828 67,855 SH   OTR 1 0 67,855 0
Prudential Financial Inc common 744320102 12,676,284 120,497 SH   OTR 1 0 120,497 0
Robert Half International Inc common 770323103 4,282,185 42,681 SH   OTR 1 0 42,681 0
Tyson Foods Inc common 902494103 3,333,399 42,227 SH   OTR 1 0 42,227 0
Blackrock Inc common 09247X101 52,687,137 62,823 SH   OTR 1 0 62,823 0
Baker Hughes Co common 05722G100 2,494,119 100,854 SH   OTR 1 0 100,854 0
Healthpeak Properties INC common 42250P103 3,975,281 118,736 SH   OTR 1 0 118,736 0
Marvell Technology Inc common 573874104 7,417,105 122,983 SH   OTR 1 0 122,983 0
Whirlpool Corp common 963320106 3,323,937 16,305 SH   OTR 1 0 16,305 0
Hewlett Packard Enterprise Co common 42824C109 3,171,480 222,560 SH   OTR 1 0 222,560 0
Host Hotels & Resorts Inc common 44107P104 1,840,701 112,719 SH   OTR 1 0 112,719 0
Darden Restaurants Inc common 237194105 3,439,884 22,710 SH   OTR 1 0 22,710 0
Zoom Video Communications Inc common 98980L101 7,834,540 29,960 SH   OTR 1 0 29,960 0
ResMed Inc common 761152107 6,055,852 22,978 SH   OTR 1 0 22,978 0
Broadcom Inc common 11135F101 41,972,146 86,553 SH   OTR 1 0 86,553 0
General Mills Inc common 370334104 8,646,861 144,548 SH   OTR 1 0 144,548 0
Lam Research Corp common 512807108 17,384,687 30,545 SH   OTR 1 0 30,545 0
Fedex Corp common 31428X106 13,842,901 63,126 SH   OTR 1 0 63,126 0
Lennar Corp A common 526057104 8,230,725 87,860 SH   OTR 1 0 87,860 0
Regeneron Pharmaceuticals Inc common 75886F107 24,357,285 40,248 SH   OTR 1 0 40,248 0
F5 Networks Inc common 315616102 2,017,021 10,147 SH   OTR 1 0 10,147 0
Invitation Homes Inc common 46187W107 2,836,918 74,013 SH   OTR 1 0 74,013 0
Best Buy Co Inc common 086516101 7,748,437 73,299 SH   OTR 1 0 73,299 0
Us Bancorp common 902973304 17,399,039 292,716 SH   OTR 1 0 292,716 0
Waters Corp common 941848103 3,793,811 10,618 SH   OTR 1 0 10,618 0
Charter Communications Inc common 16119P108 21,333,514 29,322 SH   OTR 1 0 29,322 0
Juniper Networks Inc common 48203R104 1,846,399 67,093 SH   OTR 1 0 67,093 0
Catalent Inc common 148806102 3,050,896 22,927 SH   OTR 1 0 22,927 0
Omega Healthcare Investors Inc common 681936100 1,397,095 46,632 SH   OTR 1 0 46,632 0
Medical Properties Trust Inc common 58463J304 2,511,580 125,141 SH   OTR 1 0 125,141 0
Becton Dickinson And Co common 075887109 15,998,211 65,081 SH   OTR 1 0 65,081 0
Vulcan Materials Co common 929160109 4,531,966 26,791 SH   OTR 1 0 26,791 0
Paccar Inc common 693718108 6,092,229 77,195 SH   OTR 1 0 77,195 0
Martin Marietta Materials Inc common 573284106 32,749,003 95,847 SH   OTR 1 0 95,847 0
Idex Corp common 45167R104 3,146,468 15,204 SH   OTR 1 0 15,204 0
Ceridian HCM Holding Inc common 15677J108 1,854,288 16,465 SH   OTR 1 0 16,465 0
CenterPoint Energy Inc common 15189T107 2,223,471 90,385 SH   OTR 1 0 90,385 0
Raymond James Financial Inc common 754730109 1,952,183 21,155 SH   OTR 1 0 21,155 0
Exxon Mobil Corp common 30231G102 33,001,608 561,061 SH   OTR 1 0 561,061 0
Diamondback Energy Inc common 25278X109 34,036,516 359,528 SH   OTR 1 0 359,528 0
Western Alliance Bancorp common 957638109 18,453,266 169,654 SH   OTR 1 0 169,654 0
Desktop Metal Inc common 25058X105 2,117,648 294,937 SH   OTR 1 0 294,937 0
ZTO Express (Cayman) Inc common 98980A105 460,053 15,005 SH   OTR 1 0 15,005 0
Nike Inc common 654106103 75,724,955 521,414 SH   OTR 1 0 521,414 0
Palantir Technologies Inc A common 69608A108 4,499,374 187,162 SH   OTR 1 0 187,162 0
Facebook Inc common 30303M102 538,722,232 1,587,325 SH   OTR 1 0 1,587,325 0
Banco SantanderChile common 05965X109 4,771,648 241,970 SH   OTR 1 0 241,970 0
Plug Power Inc common 72919P202 40,791,696 1,597,169 SH   OTR 1 0 1,597,169 0
Health Catalyst Inc common 42225T107 1,485,297 29,700 SH   OTR 1 0 29,700 0
International Business Machines Corp common 459200101 159,821,460 1,150,374 SH   OTR 1 0 1,150,374 0
Criteo SA ADR common 226718104 169,564,670 4,626,594 SH   OTR 1 0 4,626,594 0
Electronic Arts Inc common 285512109 66,177,545 465,220 SH   OTR 1 0 465,220 0
Visa Inc common 92826C839 495,632,115 2,225,060 SH   OTR 1 0 2,225,060 0
VMware Inc common 928563402 43,811,481 294,630 SH   OTR 1 0 294,630 0
Take-Two Interactive Software Inc common 874054109 22,712,691 147,418 SH   OTR 1 0 147,418 0
Arrow Electronics Inc common 042735100 344,325,045 3,066,391 SH   OTR 1 0 3,066,391 0
Johnson & Johnson common 478160104 238,115,600 1,474,400 SH   OTR 1 0 1,474,400 0
Hdfc Bank Ltd ADR common 40415F101 24,012,258 328,530 SH   OTR 1 0 328,530 0
Intercontinental Exchange Inc common 45866F104 22,945,629 199,840 SH   OTR 1 0 199,840 0
Blackstone Group Lp common 09260D107 31,008,449 266,533 SH   OTR 1 0 266,533 0
Watsco Inc common 942622200 12,944,906 48,917 SH   OTR 1 0 48,917 0
Verisk Analytics Inc common 92345Y106 24,965,458 124,659 SH   OTR 1 0 124,659 0
Clean Energy Fuels Corp common 184499101 6,046,567 741,910 SH   OTR 1 0 741,910 0
International Flavors & Fragrances Inc common 459506101 45,417,597 339,647 SH   OTR 1 0 339,647 0
Lincoln National Corp common 534187109 3,336,300 48,528 SH   OTR 1 0 48,528 0
Jack Henry & Associates Inc common 426281101 2,039,594 12,432 SH   OTR 1 0 12,432 0
Principal Financial Group Inc common 74251V102 3,588,819 55,727 SH   OTR 1 0 55,727 0
Corning Inc common 219350105 4,250,866 116,494 SH   OTR 1 0 116,494 0
Eaton Corp PLC common 00B8KQN82 12,769,588 85,524 SH   OTR 1 0 85,524 0
Target Corp common 87612E106 27,911,313 122,006 SH   OTR 1 0 122,006 0
Align Technology Inc common 016255101 7,848,747 11,795 SH   OTR 1 0 11,795 0
Genuine Parts Co common 372460105 4,228,624 34,881 SH   OTR 1 0 34,881 0
Simon Property Group Inc common 828806109 6,485,893 49,903 SH   OTR 1 0 49,903 0
Comcast Corp common 20030N101 48,775,994 872,090 SH   OTR 1 0 872,090 0
Lear Corp common 521865204 2,138,612 13,667 SH   OTR 1 0 13,667 0
Borgwarner Inc common 099724106 2,118,413 49,026 SH   OTR 1 0 49,026 0
Henry Schein Inc common 806407102 6,282,743 82,494 SH   OTR 1 0 82,494 0
Extra Space Storage Inc common 30225T102 3,375,255 20,092 SH   OTR 1 0 20,092 0
Clorox Co/The common 189054109 7,904,565 47,730 SH   OTR 1 0 47,730 0
Archer-Daniels-Midland Co common 039483102 8,830,231 147,146 SH   OTR 1 0 147,146 0
Equinix Inc common 29444U700 15,906,897 20,132 SH   OTR 1 0 20,132 0
Colgate-Palmolive Co common 194162103 29,880,402 395,348 SH   OTR 1 0 395,348 0
Cardinal Health Inc common 14149Y108 6,153,566 124,415 SH   OTR 1 0 124,415 0
Steris plc common 00BFY8C75 2,585,572 12,657 SH   OTR 1 0 12,657 0
Horizon Pharma PLC common 00BQPVQZ6 20,446,408 186,657 SH   OTR 1 0 186,657 0
Veeva Systems Inc common 922475108 5,702,308 19,788 SH   OTR 1 0 19,788 0
Cdw Corp/De common 12514G108 4,977,337 27,345 SH   OTR 1 0 27,345 0
Amcor PLC common 00BJ1F307 10,202,886 880,318 SH   OTR 1 0 880,318 0
Liberty Global Plc - C common 00B8W67B1 2,887,846 98,026 SH   OTR 1 0 98,026 0
Consolidated Edison Inc common 209115104 3,960,510 54,560 SH   OTR 1 0 54,560 0
Cintas Corp common 172908105 7,104,638 18,664 SH   OTR 1 0 18,664 0
Norfolk Southern Corp common 655844108 15,748,153 65,823 SH   OTR 1 0 65,823 0
Cadence Design Systems Inc common 127387108 5,993,844 39,579 SH   OTR 1 0 39,579 0
Goldman Sachs Group Inc/The common 38141G104 111,116,626 293,936 SH   OTR 1 0 293,936 0
Baxter International Inc common 071813109 6,162,868 76,624 SH   OTR 1 0 76,624 0
Bank Of America Corp common 060505104 184,917,719 4,356,130 SH   OTR 1 0 4,356,130 0
Essential Utilities Inc common 29670G102 2,260,040 49,046 SH   OTR 1 0 49,046 0
Novocure Ltd common 00BYSS4X4 1,491,855 12,842 SH   OTR 1 0 12,842 0
Boston Properties Inc common 101121101 2,692,606 24,851 SH   OTR 1 0 24,851 0
Carnival Corp common 143658300 2,720,838 108,790 SH   OTR 1 0 108,790 0
Johnson Controls International PLC common 00BY7QL61 13,362,334 196,274 SH   OTR 1 0 196,274 0
Interpublic Group Of Cos Inc/The common 460690100 3,434,476 93,659 SH   OTR 1 0 93,659 0
Mondelez International Inc common 609207105 14,866,735 255,530 SH   OTR 1 0 255,530 0
Moody's Corp common 615369105 10,074,116 28,369 SH   OTR 1 0 28,369 0
Waste Management Inc common 94106L109 17,042,573 114,104 SH   OTR 1 0 114,104 0
Elanco Animal Health Inc common 28414H103 1,898,571 59,535 SH   OTR 1 0 59,535 0
Seattle Genetics Inc common 81181C104 3,462,392 20,391 SH   OTR 1 0 20,391 0
Zscaler Inc common 98980G102 2,927,424 11,164 SH   OTR 1 0 11,164 0
Discovery Communications Inc - A common 25470F104 538,792 21,229 SH   OTR 1 0 21,229 0
Teradyne Inc common 880770102 2,643,006 24,210 SH   OTR 1 0 24,210 0
Southwest Airlines Co common 844741108 1,371,072 26,659 SH   OTR 1 0 26,659 0
SolarEdge Technologies Inc common 83417M104 3,084,243 11,629 SH   OTR 1 0 11,629 0
Wr Berkley Corp common 084423102 1,304,653 17,828 SH   OTR 1 0 17,828 0
Gartner Inc common 366651107 3,192,867 10,507 SH   OTR 1 0 10,507 0
Voya Financial Inc common 929089100 2,055,521 33,483 SH   OTR 1 0 33,483 0
Duke Realty Corp common 264411505 2,869,615 59,946 SH   OTR 1 0 59,946 0
Monster Beverage Corp common 61174X109 6,042,661 68,025 SH   OTR 1 0 68,025 0
Camden Property Trust common 133131102 1,835,854 12,449 SH   OTR 1 0 12,449 0
Altice USA Inc common 02156K103 605,065 29,202 SH   OTR 1 0 29,202 0
Coherus BioSciences Inc common 19249H103 293,920 18,290 SH   OTR 1 0 18,290 0
AMC Entertainment Holdings Inc common 00165C104 1,846,633 48,519 SH   OTR 1 0 48,519 0
Amazon.Com Inc common 023135106 333,185,182 101,425 SH   OTR 1 0 101,425 0
Nvidia Corp common 67066G104 105,764,088 510,543 SH   OTR 1 0 510,543 0
Merck & Co Inc common 58933Y105 49,004,168 652,432 SH   OTR 1 0 652,432 0
Bristol-Myers Squibb Co common 110122108 34,618,947 585,076 SH   OTR 1 0 585,076 0
Tesla Inc common 88160R101 113,620,228 146,516 SH   OTR 1 0 146,516 0
American Express Co common 025816109 17,737,071 105,874 SH   OTR 1 0 105,874 0
Garmin Ltd common 011440532 3,307,101 21,273 SH   OTR 1 0 21,273 0
NextEra Energy Inc common 65339F101 58,253,595 741,895 SH   OTR 1 0 741,895 0
Arco Platform Ltd common G04553106 239,546 11,039 SH   OTR 1 0 11,039 0
Whole Earth Brands Inc common 96684W100 657,357 56,914 SH   OTR 1 0 56,914 0
Zynga Inc common 98986T108 19,114,905 2,538,500 SH   OTR 1 0 2,538,500 0
Vishay Intertechnology Inc common 928298108 183,970,659 9,157,325 SH   OTR 1 0 9,157,325 0
Activision Blizzard Inc common 00507V109 133,518,491 1,725,268 SH   OTR 1 0 1,725,268 0
Mastercard Inc common 57636Q104 413,535,807 1,189,415 SH   OTR 1 0 1,189,415 0
Dell Technologies Inc common 24703L202 42,833,476 411,702 SH   OTR 1 0 411,702 0
Warner Music Group Corp common 934550203 4,996,391 116,902 SH   OTR 1 0 116,902 0
S&P Global Inc common 78409V104 142,539,973 335,475 SH   OTR 1 0 335,475 0
Amphenol Corp common 032095101 67,953,632 927,948 SH   OTR 1 0 927,948 0
Thermo Fisher Scientific Inc common 883556102 104,945,322 183,686 SH   OTR 1 0 183,686 0
Nxp Semiconductors Nv common 000953878 17,446,533 89,072 SH   OTR 1 0 89,072 0
Dollar General Corp common 256677105 61,916,453 291,866 SH   OTR 1 0 291,866 0
Baozun Inc common 06684L103 2,382,748 135,924 SH   OTR 1 0 135,924 0
Oxford Square Capital Corp common 69181V107 397,884 98,243 SH   OTR 1 0 98,243 0
Hercules Capital Inc common 427096508 2,098,109 126,316 SH   OTR 1 0 126,316 0
Gladstone Capital Corp common 376535100 1,528,359 135,253 SH   OTR 1 0 135,253 0
FS KKR Capital Corp common 302635206 3,785,304 171,747 SH   OTR 1 0 171,747 0
Twitter Inc common 90184L102 6,628,467 109,761 SH   OTR 1 0 109,761 0
AbbVie Inc common 00287Y109 40,282,865 373,439 SH   OTR 1 0 373,439 0
Travelers Cos Inc/The common 89417E109 9,886,122 65,036 SH   OTR 1 0 65,036 0
Kansas City Southern common 485170302 5,737,297 21,199 SH   OTR 1 0 21,199 0
WalMart Inc common 931142103 38,435,150 275,758 SH   OTR 1 0 275,758 0
Williams Cos Inc/The common 969457100 5,183,461 199,825 SH   OTR 1 0 199,825 0
Cognizant Technology Solutions Corp common 192446102 9,556,912 128,782 SH   OTR 1 0 128,782 0
Hess Corp common 42809H107 3,006,141 38,486 SH   OTR 1 0 38,486 0
Hologic Inc common 436440101 16,451,142 222,885 SH   OTR 1 0 222,885 0
CMS Energy Corp common 125896100 2,835,682 47,475 SH   OTR 1 0 47,475 0
Dentsply Sirona Inc common 24906P109 2,219,542 38,235 SH   OTR 1 0 38,235 0
Qualcomm Inc common 747525103 31,683,292 245,645 SH   OTR 1 0 245,645 0
Las Vegas Sands Corp common 517834107 1,681,184 45,934 SH   OTR 1 0 45,934 0
Chubb Ltd common 004432874 18,779,557 108,252 SH   OTR 1 0 108,252 0
Air Products & Chemicals Inc common 009158106 15,019,315 58,644 SH   OTR 1 0 58,644 0
Weyerhaeuser Co common 962166104 4,126,582 116,013 SH   OTR 1 0 116,013 0
Expeditors International of Washington Inc common 302130109 3,958,928 33,232 SH   OTR 1 0 33,232 0
Biogen Inc common 09062X103 12,243,845 43,266 SH   OTR 1 0 43,266 0
PepsiCo Inc common 713448108 44,716,291 297,296 SH   OTR 1 0 297,296 0
Metlife Inc common 59156R108 8,367,563 135,551 SH   OTR 1 0 135,551 0
Cheniere Energy Inc common 16411R208 3,271,261 33,493 SH   OTR 1 0 33,493 0
Eversource Energy common 30040W108 4,993,165 61,071 SH   OTR 1 0 61,071 0
Sherwin-Williams Co/The common 824348106 19,109,195 68,313 SH   OTR 1 0 68,313 0
Lyondellbasell Industries NV common 000943499 4,855,330 51,735 SH   OTR 1 0 51,735 0
Paychex Inc common 704326107 6,904,992 61,405 SH   OTR 1 0 61,405 0
Moderna Inc common 60770K107 18,325,109 47,615 SH   OTR 1 0 47,615 0
Trimble Inc common 896239100 3,225,434 39,215 SH   OTR 1 0 39,215 0
Uber Technologies Inc common 90353T100 10,593,139 236,454 SH   OTR 1 0 236,454 0
UDR Inc common 902653104 2,541,557 47,972 SH   OTR 1 0 47,972 0
Intuitive Surgical Inc common 46120E602 23,956,033 24,097 SH   OTR 1 0 24,097 0
Booz Allen Hamilton Holding Corp common 099502106 2,314,243 29,165 SH   OTR 1 0 29,165 0
Lululemon Athletica Inc common 550021109 8,029,248 19,840 SH   OTR 1 0 19,840 0
Hca Healthcare Inc common 40412C101 14,500,336 59,741 SH   OTR 1 0 59,741 0
Iron Mountain Inc common 46284V101 1,734,350 39,916 SH   OTR 1 0 39,916 0
Ppg Industries Inc common 693506107 6,823,722 47,715 SH   OTR 1 0 47,715 0
Discover Financial Services common 254709108 5,987,218 48,736 SH   OTR 1 0 48,736 0
Digital Realty Trust Inc common 253868103 6,419,358 44,440 SH   OTR 1 0 44,440 0
Pentair PLC common 00BLS09M3 2,975,215 40,964 SH   OTR 1 0 40,964 0
Ao Smith Corp common 831865209 2,486,587 40,717 SH   OTR 1 0 40,717 0
Bunge Ltd common G16962105 1,963,553 24,146 SH   OTR 1 0 24,146 0
Equifax Inc common 294429105 5,849,440 23,082 SH   OTR 1 0 23,082 0
Neurocrine common 64125C109 11,344,139 118,279 SH   OTR 1 0 118,279 0
Liberty Media Corp - C common 531229854 1,327,201 25,816 SH   OTR 1 0 25,816 0
Equity Lifestyle Properties Inc common 29472R108 1,790,208 22,922 SH   OTR 1 0 22,922 0
Melco Resorts & Entertainment Ltd ADR common 585464100 226,908 22,159 SH   OTR 1 0 22,159 0
Ulta Beauty Inc common 90384S303 53,576,408 148,444 SH   OTR 1 0 148,444 0
Generac Holdings Inc common 368736104 5,928,984 14,508 SH   OTR 1 0 14,508 0
10X Genomics Inc common 88025U109 1,482,004 10,180 SH   OTR 1 0 10,180 0
Exact Sciences Corp common 30063P105 12,631,185 132,333 SH   OTR 1 0 132,333 0
Airbnb Inc common 009066101 2,200,712 13,119 SH   OTR 1 0 13,119 0
Chevron Corp common 166764100 53,057,843 522,995 SH   OTR 1 0 522,995 0
Aurinia Pharmaceuticals Inc. common 05156V102 9,705,814 438,780 SH   OTR 1 0 438,780 0
Netease Inc ADR common 64110W102 1,549,925 18,149 SH   OTR 1 0 18,149 0
Yum China Holdings Inc common 98850P109 1,242,508 21,382 SH   OTR 1 0 21,382 0
Tradeweb Markets Inc common 892672106 815,555 10,096 SH   OTR 1 0 10,096 0
Microvast Holdings Inc common 59516C106 297,457 36,187 SH   OTR 1 0 36,187 0
Mobile Telesystems Ojsc ADR common 607409109 209,362 21,718 SH   OTR 1 0 21,718 0
Skyworks Solutions Inc common 83088M102 3,935,441 23,883 SH   OTR 1 0 23,883 0
Coca-Cola Co/The common 191216100 56,136,918 1,069,886 SH   OTR 1 0 1,069,886 0
Delta Air Lines Inc common 247361702 32,189,256 755,439 SH   OTR 1 0 755,439 0
Walgreens Boots Alliance Inc common 931427108 7,425,854 157,829 SH   OTR 1 0 157,829 0
Annaly Capital Management Inc common 035710409 1,969,371 233,892 SH   OTR 1 0 233,892 0
Verizon Communications Inc common 92343V104 50,793,596 940,448 SH   OTR 1 0 940,448 0
Nio Inc - ADR common 62914V106 24,566,742 689,496 SH   OTR 1 0 689,496 0
Taiwan Semiconductor Manufacturing Co Ltd ADR common 874039100 89,679,513 803,220 SH   OTR 1 0 803,220 0
Micron Technology Inc common 595112103 251,583,287 3,544,425 SH   OTR 1 0 3,544,425 0
Flex Ltd common 999900002 66,799,867 3,778,273 SH   OTR 1 0 3,778,273 0
Mcdonald's Corp common 580135101 38,693,574 160,481 SH   OTR 1 0 160,481 0
Prospect Capital Corp common 74348T102 2,026,409 263,170 SH   OTR 1 0 263,170 0
Main Street Capital Corp common 56035L104 1,264,113 30,757 SH   OTR 1 0 30,757 0
Autodesk Inc common 052769106 26,132,408 91,638 SH   OTR 1 0 91,638 0
REX American Resources Corp common 761624105 8,201,611 102,687 SH   OTR 1 0 102,687 0
Fleetcor Technologies Inc common 339041105 4,555,504 17,436 SH   OTR 1 0 17,436 0
Autoliv Inc common 052800109 2,573,572 30,023 SH   OTR 1 0 30,023 0
Fiserv Inc common 337738108 10,891,339 100,381 SH   OTR 1 0 100,381 0
Welltower Inc common 95040Q104 5,731,744 69,560 SH   OTR 1 0 69,560 0
Lumen Technologies Inc common 550241103 2,242,280 180,975 SH   OTR 1 0 180,975 0
Willis Towers Watson PLC common 00BDB6Q21 3,986,921 17,151 SH   OTR 1 0 17,151 0
Constellation Brands Inc common 21036P108 5,407,359 25,665 SH   OTR 1 0 25,665 0
Intuit Inc common 461202103 44,074,730 81,694 SH   OTR 1 0 81,694 0
Citrix Systems Inc common 177376100 4,012,739 37,373 SH   OTR 1 0 37,373 0
Ally Financial Inc common 02005N100 3,642,366 71,349 SH   OTR 1 0 71,349 0
Fortinet Inc common 34959E109 9,390,546 32,155 SH   OTR 1 0 32,155 0
Carrier Global Corp common 14448C104 10,611,835 205,020 SH   OTR 1 0 205,020 0
Fifth Third Bancorp common 316773100 4,196,976 98,892 SH   OTR 1 0 98,892 0
NetApp Inc common 64110D104 3,861,565 43,021 SH   OTR 1 0 43,021 0
Equity Residential common 29476L107 4,499,880 55,609 SH   OTR 1 0 55,609 0
Starbucks Corp common 855244109 19,902,241 180,421 SH   OTR 1 0 180,421 0
PerkinElmer Inc common 714046109 4,132,447 23,847 SH   OTR 1 0 23,847 0
HP Inc common 40434L105 6,669,903 243,783 SH   OTR 1 0 243,783 0
Emerson Electric Co common 291011104 66,761,612 708,722 SH   OTR 1 0 708,722 0
Amgen Inc common 031162100 28,456,823 133,820 SH   OTR 1 0 133,820 0
Splunk Inc common 848637104 6,083,319 42,038 SH   OTR 1 0 42,038 0
International Paper Co common 460146103 5,519,919 98,711 SH   OTR 1 0 98,711 0
Humana Inc common 444859102 18,344,142 47,139 SH   OTR 1 0 47,139 0
Mckesson Corp common 58155Q103 5,854,395 29,363 SH   OTR 1 0 29,363 0
Liberty Media Corp-Liberty Siriusxm - C common 531229607 1,829,541 38,541 SH   OTR 1 0 38,541 0
Dover Corp common 260003108 5,012,698 32,236 SH   OTR 1 0 32,236 0
Zimmer Biomet Holdings Inc common 98956P102 3,792,773 25,914 SH   OTR 1 0 25,914 0
Tractor Supply Co common 892356106 5,490,123 27,097 SH   OTR 1 0 27,097 0
Knight-Swift Transportation Holdings Inc common 499049104 2,488,141 48,644 SH   OTR 1 0 48,644 0
Newell Brands Inc common 651229106 1,299,839 58,710 SH   OTR 1 0 58,710 0
Regions Financial Corp common 7591EP100 3,955,136 185,600 SH   OTR 1 0 185,600 0
Aflac Inc common 001055102 21,224,625 407,148 SH   OTR 1 0 407,148 0
Regency Centers Corp common 758849103 1,982,801 29,449 SH   OTR 1 0 29,449 0
Stryker Corp common 863667101 11,182,783 42,404 SH   OTR 1 0 42,404 0
Salesforce.com Inc common 79466L302 44,681,325 164,742 SH   OTR 1 0 164,742 0
Church & Dwight Co Inc common 171340102 4,526,322 54,818 SH   OTR 1 0 54,818 0
Teva Pharmaceutical Industries Ltd ADR common 881624209 1,241,899 127,505 SH   OTR 1 0 127,505 0
United Rentals Inc common 911363109 10,785,483 30,734 SH   OTR 1 0 30,734 0
MGM Resorts International common 552953101 2,432,538 56,374 SH   OTR 1 0 56,374 0
Trane Technologies Plc common 00BK9ZQ96 20,781,363 120,367 SH   OTR 1 0 120,367 0
VICI Properties Inc common 925652109 3,079,019 108,378 SH   OTR 1 0 108,378 0
Pinterest Inc common 72352L106 3,780,949 74,209 SH   OTR 1 0 74,209 0
Cvs Health Corp common 126650100 26,193,227 308,664 SH   OTR 1 0 308,664 0
Invesco Ltd common G491BT108 2,538,735 105,298 SH   OTR 1 0 105,298 0
Quest Diagnostics Inc common 74834L100 15,936,584 109,673 SH   OTR 1 0 109,673 0
Caterpillar Inc common 149123101 23,274,251 121,239 SH   OTR 1 0 121,239 0
Fidelity National Information Services Inc common 31620M106 11,517,620 94,655 SH   OTR 1 0 94,655 0
Okta Inc common 679295105 4,526,786 19,073 SH   OTR 1 0 19,073 0
Alexandria Real Estate Equities Inc common 015271109 4,156,346 21,753 SH   OTR 1 0 21,753 0
Loews Corp common 540424108 2,516,751 46,667 SH   OTR 1 0 46,667 0
Palo Alto Networks Inc common 697435105 7,554,788 15,772 SH   OTR 1 0 15,772 0
Crown Holdings Inc common 228368106 60,984,296 605,123 SH   OTR 1 0 605,123 0
Costco Wholesale Corp common 22160K105 36,681,339 81,632 SH   OTR 1 0 81,632 0
Western Union Co/The common 959802109 1,942,657 96,076 SH   OTR 1 0 96,076 0
Sirius XM Holdings Inc common 82968B103 898,725 147,332 SH   OTR 1 0 147,332 0
Mccormick & Co Inc/Md common 579780206 6,339,868 78,241 SH   OTR 1 0 78,241 0
CBOE Global Markets Inc common 12503M108 1,904,719 15,378 SH   OTR 1 0 15,378 0
Lamb Weston Holdings Inc common 513272104 1,426,055 23,237 SH   OTR 1 0 23,237 0
Broadridge Financial Solutions Inc common 11133T103 3,878,379 23,274 SH   OTR 1 0 23,274 0
Copart Inc common 217204106 5,453,638 39,314 SH   OTR 1 0 39,314 0
Mosaic Co/The common 61945C103 2,715,684 76,027 SH   OTR 1 0 76,027 0
Steel Dynamics Inc common 858119100 2,543,003 43,485 SH   OTR 1 0 43,485 0
American Financial Group Inc/Oh common 025932104 1,541,921 12,254 SH   OTR 1 0 12,254 0
Exelixis Inc common 30161Q104 402,146 19,023 SH   OTR 1 0 19,023 0
Valero Energy Corp common 91913Y100 3,480,230 49,316 SH   OTR 1 0 49,316 0
Bentley Systems Inc common 08265T208 968,300 15,968 SH   OTR 1 0 15,968 0
ICON Plc common 000571120 3,290,780 12,554 SH   OTR 1 0 12,554 0
Nordic American Tankers Ltd common G65773106 476,160 186,000 SH   OTR 1 0 186,000 0
Apple Inc common 037833100 534,509,883 3,777,455 SH   OTR 1 0 3,777,455 0
Agnc Investment Corp common 00123Q104 1,924,807 122,055 SH   OTR 1 0 122,055 0
Berkshire Hathaway Inc common 084670702 68,439,159 250,748 SH   OTR 1 0 250,748 0
AT&T Inc common 00206R102 39,286,963 1,454,534 SH   OTR 1 0 1,454,534 0
Alphabet Inc - A common 02079K305 571,422,124 213,734 SH   OTR 1 0 213,734 0
JD.com Inc common 47215P106 41,768,157 578,186 SH   OTR 1 0 578,186 0
Alibaba Group Holding Ltd - ADR common 01609W102 8,512,135 57,495 SH   OTR 1 0 57,495 0
IDEXX Laboratories Inc common 45168D104 7,830,965 12,592 SH   OTR 1 0 12,592 0
Electric Last Mile Solutions Inc common 28489L104 2,680,087 362,664 SH   OTR 1 0 362,664 0
Evoqua Water Technologies Corp common 30057T105 1,303,219 34,697 SH   OTR 1 0 34,697 0
Boston Scientific Corp common 101137107 32,970,889 759,873 SH   OTR 1 0 759,873 0
IQVIA Holdings Inc common 46266C105 47,500,303 198,298 SH   OTR 1 0 198,298 0
Charles Schwab Corp/The common 808513105 25,912,247 355,742 SH   OTR 1 0 355,742 0
Aon PLC common 00BLP1HW5 28,641,584 100,226 SH   OTR 1 0 100,226 0
Apollo Global Management Inc common 03768E105 8,664,050 140,673 SH   OTR 1 0 140,673 0
Ares Management Corp common 03990B101 12,549,402 169,977 SH   OTR 1 0 169,977 0
Cornerstone Building Brands Ord Shs common 21925D109 24,586,940 1,684,037 SH   OTR 1 0 1,684,037 0
Hexcel Corp common 428291108 20,296,262 341,803 SH   OTR 1 0 341,803 0
Diodes Inc common 254543101 23,776,251 262,460 SH   OTR 1 0 262,460 0
News Corp common 65249B109 1,525,450 64,830 SH   OTR 1 0 64,830 0
Linde PLC common 00BZ12WP8 36,904,564 125,791 SH   OTR 1 0 125,791 0
American Water Works Co Inc common 030420103 6,367,568 37,669 SH   OTR 1 0 37,669 0
CoStar Group Inc common 22160N109 6,566,120 76,297 SH   OTR 1 0 76,297 0
Kraft Heinz Co common 500754106 4,749,007 128,979 SH   OTR 1 0 128,979 0
VF Corp common 918204108 3,979,407 59,403 SH   OTR 1 0 59,403 0
EOG Resources Inc common 26875P101 6,756,567 84,173 SH   OTR 1 0 84,173 0
eBay Inc common 278642103 7,275,568 104,429 SH   OTR 1 0 104,429 0
Essex Property Trust Inc common 297178105 3,343,201 10,456 SH   OTR 1 0 10,456 0
Live Nation Entertainment Inc common 538034109 2,228,493 24,454 SH   OTR 1 0 24,454 0
Abbott Laboratories common 002824100 48,424,440 409,925 SH   OTR 1 0 409,925 0
Hilton Worldwide Holdings Inc common 43300A203 4,944,877 37,430 SH   OTR 1 0 37,430 0
Incyte Corp common 45337C102 1,923,570 27,967 SH   OTR 1 0 27,967 0
Marsh & Mclennan Cos Inc common 571748102 16,770,418 110,747 SH   OTR 1 0 110,747 0
Fastenal Co common 311900104 7,129,612 138,144 SH   OTR 1 0 138,144 0
Huntington Bancshares Inc/Oh common 446150104 3,804,660 246,097 SH   OTR 1 0 246,097 0
Northern Trust Corp common 665859104 2,843,165 26,372 SH   OTR 1 0 26,372 0
Public Storage common 74460D109 7,054,045 23,743 SH   OTR 1 0 23,743 0
Marriott International Inc/Md common 571903202 5,636,157 38,059 SH   OTR 1 0 38,059 0
Edison International common 281020107 3,197,291 57,640 SH   OTR 1 0 57,640 0
Fortive Corp common 34959J108 5,051,542 71,582 SH   OTR 1 0 71,582 0
Halliburton Co common 406216101 2,726,174 126,095 SH   OTR 1 0 126,095 0
Old Dominion Freight Line Inc common 679580100 5,492,246 19,205 SH   OTR 1 0 19,205 0
Conagra Brands Inc common 205887102 2,910,043 85,918 SH   OTR 1 0 85,918 0
Estee Lauder Cos Inc/The common 518439104 9,847,602 32,833 SH   OTR 1 0 32,833 0
Automatic Data Processing Inc common 053015103 14,898,238 74,521 SH   OTR 1 0 74,521 0
Avantor Inc common 05352A100 2,880,301 70,423 SH   OTR 1 0 70,423 0
Packaging Corp of America common 695156109 4,297,886 31,271 SH   OTR 1 0 31,271 0
Dollar Tree Inc common 256746108 7,597,488 79,372 SH   OTR 1 0 79,372 0
Seagate Technology Plc common 00BKVD2N4 3,551,578 43,039 SH   OTR 1 0 43,039 0
Teladoc Health Inc common 87918A105 2,455,422 19,363 SH   OTR 1 0 19,363 0
RingCentral Inc common 76680R206 2,176,740 10,008 SH   OTR 1 0 10,008 0
Cme Group Inc common 12572Q105 10,703,196 55,348 SH   OTR 1 0 55,348 0
Campbell Soup Co common 134429109 2,956,427 70,711 SH   OTR 1 0 70,711 0
SS&C Technologies Holdings Inc common 78467J100 3,046,035 43,891 SH   OTR 1 0 43,891 0
Sensata Technologies Holding Plc common 00BFMBMT8 7,397,761 135,193 SH   OTR 1 0 135,193 0
AMETEK Inc common 031100100 5,747,367 46,346 SH   OTR 1 0 46,346 0
Match Group Inc common 57667L107 5,463,409 34,801 SH   OTR 1 0 34,801 0
Owens Corning common 690742101 3,614,684 42,277 SH   OTR 1 0 42,277 0
Nasdaq Inc common 631103108 4,603,913 23,852 SH   OTR 1 0 23,852 0
Synchrony Financial common 87165B103 5,723,359 117,090 SH   OTR 1 0 117,090 0
Wayfair Inc common 94419L101 2,595,471 10,158 SH   OTR 1 0 10,158 0
JPMorgan Chase & Co common 46625H100 173,020,003 1,056,998 SH   OTR 1 0 1,056,998 0
NiSource Inc common 65473P105 1,430,854 59,053 SH   OTR 1 0 59,053 0
Zillow Group Inc common 98954M200 1,956,179 22,194 SH   OTR 1 0 22,194 0
Pg&E Corp common 69331C108 2,186,534 227,764 SH   OTR 1 0 227,764 0
Vornado Realty Trust common 929042109 1,149,100 27,353 SH   OTR 1 0 27,353 0
Liberty Global Plc - A common 00B8W6766 612,181 20,543 SH   OTR 1 0 20,543 0
Entergy Corp common 29364G103 6,368,651 64,129 SH   OTR 1 0 64,129 0
CF Industries Holdings Inc common 125269100 2,560,743 45,875 SH   OTR 1 0 45,875 0
Cloudflare Inc common 18915M107 3,501,049 31,079 SH   OTR 1 0 31,079 0
Brown & Brown common 115236101 1,822,808 32,873 SH   OTR 1 0 32,873 0
Sun Communities common 866674104 2,451,835 13,246 SH   OTR 1 0 13,246 0
Sealed Air Corp common 81211K100 1,994,685 36,406 SH   OTR 1 0 36,406 0
Aramark common 03852U106 948,833 28,875 SH   OTR 1 0 28,875 0
SEI Investments Co common 784117103 910,552 15,355 SH   OTR 1 0 15,355 0
Snowflake Inc Class A common 833445109 7,253,179 23,983 SH   OTR 1 0 23,983 0
Southern Co/The common 842587107 13,925,836 224,719 SH   OTR 1 0 224,719 0
CLARIVATE PLC common 00BJJN444 1,227,342 56,043 SH   OTR 1 0 56,043 0
Zogenix Inc common 98978L204 213,784 14,074 SH   OTR 1 0 14,074 0
Unilever NV ADR common 904767704 622,283 11,477 SH   OTR 1 0 11,477 0
PPD Inc common 69355F102 511,461 10,931 SH   OTR 1 0 10,931 0
Devon Energy Corp common 25179M103 2,738,744 77,126 SH   OTR 1 0 77,126 0
Arrival Group SA common 231476326 2,020,077 153,618 SH   OTR 1 0 153,618 0
Nikola Corporation common 654110105 2,012,426 188,606 SH   OTR 1 0 188,606 0
Walt Disney Co/The common 254687106 67,279,755 397,705 SH   OTR 1 0 397,705 0
Adobe Inc common 00724F101 66,719,039 115,888 SH   OTR 1 0 115,888 0
Home Depot Inc/The common 437076102 73,159,634 222,871 SH   OTR 1 0 222,871 0
Square Inc common 852234103 13,187,123 54,983 SH   OTR 1 0 54,983 0
Royal Caribbean Cruises Ltd common 000886286 30,381,139 341,553 SH   OTR 1 0 341,553 0
Aptiv PLC common 00B783TY6 8,965,313 60,182 SH   OTR 1 0 60,182 0
Energy Recovery Inc common 29270J100 8,418,339 442,372 SH   OTR 1 0 442,372 0
Western Digital Corp common 958102105 300,137,479 5,317,815 SH   OTR 1 0 5,317,815 0
PTC Inc common 69370C100 91,068,790 760,237 SH   OTR 1 0 760,237 0
Motorola Solutions Inc common 620076307 15,212,778 65,482 SH   OTR 1 0 65,482 0
Renewable Energy Group Inc common 75972A301 21,257,006 423,362 SH   OTR 1 0 423,362 0
Sunrun Inc common 86771W105 56,950,740 1,294,335 SH   OTR 1 0 1,294,335 0
Huntsman Corp common 447011107 35,001,005 1,182,866 SH   OTR 1 0 1,182,866 0
United Parcel Service Inc common 911312106 27,988,224 153,697 SH   OTR 1 0 153,697 0
Morgan Stanley common 617446448 69,568,671 714,918 SH   OTR 1 0 714,918 0
Medtronic Plc common 00BTN1Y11 31,298,015 249,685 SH   OTR 1 0 249,685 0
Global Payments Inc common 37940X102 9,645,472 61,210 SH   OTR 1 0 61,210 0
Roku Inc common 77543R102 4,685,836 14,954 SH   OTR 1 0 14,954 0
Stanley Black & Decker Inc common 854502101 7,228,733 41,234 SH   OTR 1 0 41,234 0
Dominion Energy Inc common 25746U109 14,040,505 192,283 SH   OTR 1 0 192,283 0
Hasbro Inc common 418056107 2,356,479 26,412 SH   OTR 1 0 26,412 0
Rollins Inc common 775711104 2,366,121 66,972 SH   OTR 1 0 66,972 0
PayPal Holdings Inc common 70450Y103 51,344,117 197,318 SH   OTR 1 0 197,318 0
WestRock Co common 96145D105 3,598,174 72,209 SH   OTR 1 0 72,209 0
Ch Robinson Worldwide Inc common 12541W209 2,590,860 29,780 SH   OTR 1 0 29,780 0
Unitedhealth Group Inc common 91324P102 79,734,404 204,060 SH   OTR 1 0 204,060 0
Edwards Lifesciences Corp common 28176E108 16,898,630 149,268 SH   OTR 1 0 149,268 0
Allstate Corp/The common 020002101 11,108,561 87,256 SH   OTR 1 0 87,256 0
Mid-America Apartment Communities Inc common 59522J103 2,934,963 15,716 SH   OTR 1 0 15,716 0
Kellogg Co common 487836108 7,924,162 123,970 SH   OTR 1 0 123,970 0
Cognex Corp common 192422103 2,056,520 25,636 SH   OTR 1 0 25,636 0
Fox Corp A common 35137L105 3,158,622 78,749 SH   OTR 1 0 78,749 0
Celanese Corp common 150870103 4,010,489 26,623 SH   OTR 1 0 26,623 0
Truist Financial Corp. common 89832Q109 11,304,142 192,739 SH   OTR 1 0 192,739 0
Masco Corp common 574599106 4,087,425 73,581 SH   OTR 1 0 73,581 0
Hartford Financial Services Group Inc common 416515104 17,596,080 250,478 SH   OTR 1 0 250,478 0
Centene Corp common 15135B101 14,065,486 225,734 SH   OTR 1 0 225,734 0
CSX Corp common 126408103 19,842,469 667,198 SH   OTR 1 0 667,198 0
Cerner Corp common 156782104 7,096,639 100,633 SH   OTR 1 0 100,633 0
Synopsys Inc common 871607107 7,090,927 23,683 SH   OTR 1 0 23,683 0
DISH Network Corp common 25470M109 6,074,795 139,779 SH   OTR 1 0 139,779 0
Jazz Pharmaceuticals PLC common 00B4Q5ZN4 3,915,284 30,069 SH   OTR 1 0 30,069 0
Globe Life Inc common 37959E102 1,394,299 15,661 SH   OTR 1 0 15,661 0
Yum! Brands Inc common 988498101 5,760,312 47,096 SH   OTR 1 0 47,096 0
CBRE Group Inc common 12504L109 6,394,313 65,677 SH   OTR 1 0 65,677 0
DexCom Inc common 252131107 7,689,945 14,062 SH   OTR 1 0 14,062 0
Akamai Technologies Inc common 00971T101 2,518,109 24,076 SH   OTR 1 0 24,076 0
Gilead Sciences Inc common 375558103 22,129,458 316,814 SH   OTR 1 0 316,814 0
Intel Corp common 458140100 45,989,698 863,170 SH   OTR 1 0 863,170 0
Analog Devices Inc common 032654105 14,147,203 84,471 SH   OTR 1 0 84,471 0
Cigna Corp common 125523100 26,202,145 130,906 SH   OTR 1 0 130,906 0
LKQ Corp common 501889208 3,196,880 63,531 SH   OTR 1 0 63,531 0
Xilinx Inc common 983919101 5,205,380 34,475 SH   OTR 1 0 34,475 0
First Republic Bank/Ca common 33616C100 4,828,365 25,033 SH   OTR 1 0 25,033 0
ViacomCBS Inc common 92556H206 7,536,137 190,740 SH   OTR 1 0 190,740 0
Illumina Inc common 452327109 11,562,724 28,507 SH   OTR 1 0 28,507 0
Capital One Financial Corp common 14040H105 11,870,619 73,289 SH   OTR 1 0 73,289 0
Waste Connections Inc common 94106B101 11,405,732 90,572 SH   OTR 1 0 90,572 0
State Street Corp common 857477103 5,431,569 64,112 SH   OTR 1 0 64,112 0
Iac/Interactivecorp common 44891N208 1,329,349 10,203 SH   OTR 1 0 10,203 0
VeriSign Inc common 92343E102 2,535,154 12,366 SH   OTR 1 0 12,366 0
Hormel Foods Corp common 440452100 2,542,082 62,002 SH   OTR 1 0 62,002 0
Arthur J Gallagher & Co common 363576109 3,899,981 26,236 SH   OTR 1 0 26,236 0
DaVita Inc common 23918K108 1,315,017 11,311 SH   OTR 1 0 11,311 0
Avalara Inc common 05338G106 2,109,474 12,070 SH   OTR 1 0 12,070 0
ETSY Inc common 29786A106 3,735,170 17,961 SH   OTR 1 0 17,961 0
Zendesk Inc common 98936J101 1,842,454 15,830 SH   OTR 1 0 15,830 0
Royalty Pharma PLC common 00BMVP7Y0 676,758 18,726 SH   OTR 1 0 18,726 0
Allegion PLC common 00BFRT3W7 2,681,800 20,289 SH   OTR 1 0 20,289 0
ACADIA Pharmaceuticals Inc common 004225108 1,508,852 90,840 SH   OTR 1 0 90,840 0
HEICO Corp common 422806208 1,656,007 13,983 SH   OTR 1 0 13,983 0
Kingsoft Cloud Holdings Ltd common 49639K101 294,018 10,382 SH   OTR 1 0 10,382 0
Telekomunikasi Indonesia Persero Tbk Pt ADR common 715684106 265,529 10,458 SH   OTR 1 0 10,458 0
ConocoPhillips common 20825C104 10,994,192 162,228 SH   OTR 1 0 162,228 0
Draftkings Inc common 26142R104 1,491,034 30,960 SH   OTR 1 0 30,960 0
Vistra Energy Corp common 92840M102 1,032,857 60,401 SH   OTR 1 0 60,401 0
Envista Holdings Corp common 29415F104 3,359,794 80,301 SH   OTR 1 0 80,301 0
Proterra Inc common 74374T109 853,769 84,448 SH   OTR 1 0 84,448 0
TuSimple Holdings Inc common 90089L108 1,405,519 37,854 SH   OTR 1 0 37,854 0
General Electric Co common 369604301 25,636,646 248,827 SH   OTR 1 0 248,827 0
XPeng Inc - ADR common 98422D105 428,612 12,060 SH   OTR 1 0 12,060 0
Netflix Inc common 64110L106 50,155,910 82,177 SH   OTR 1 0 82,177 0
Jm Smucker Co/The common 832696405 3,946,706 32,881 SH   OTR 1 0 32,881 0
Accenture Plc common 00B4BNMY3 71,635,207 223,916 SH   OTR 1 0 223,916 0
Sea Limited common 81141R100 14,620,464 45,871 SH   OTR 1 0 45,871 0
Coursera Inc common 22266M104 555,567 17,559 SH   OTR 1 0 17,559 0
Cisco Systems Inc common 17275R102 85,242,769 1,566,099 SH   OTR 1 0 1,566,099 0
O2micro International Ltd ADR common 67107W100 14,189,047 2,349,180 SH   OTR 1 0 2,349,180 0
Check Point Software Technologies Ltd common 001082411 346,179,348 3,062,450 SH   OTR 1 0 3,062,450 0
T-Mobile US Inc common 872590104 108,926,771 852,589 SH   OTR 1 0 852,589 0
Coca-Cola European Partners Plc common 00BDCPN04 10,203,880 184,552 SH   OTR 1 0 184,552 0
Apollo Investment Corp common 03761U502 2,204,341 169,826 SH   OTR 1 0 169,826 0
American Tower Corp common 03027X100 23,165,516 87,282 SH   OTR 1 0 87,282 0
Avery Dennison Corp common 053611109 5,323,225 25,690 SH   OTR 1 0 25,690 0
Snap-On Inc common 833034101 3,382,901 16,190 SH   OTR 1 0 16,190 0
Erie Indemnity Co common 29530P102 3,988,579 22,355 SH   OTR 1 0 22,355 0
Ameriprise Financial Inc common 03076C106 4,247,842 16,083 SH   OTR 1 0 16,083 0
Schlumberger Ltd common 806857108 5,690,465 191,986 SH   OTR 1 0 191,986 0
Avalonbay Communities Inc common 053484101 5,765,521 26,013 SH   OTR 1 0 26,013 0
Oneok Inc common 682680103 8,510,496 146,758 SH   OTR 1 0 146,758 0
Ingersoll-Rand Inc common 45687V106 4,941,087 98,018 SH   OTR 1 0 98,018 0
Kimberly-Clark Corp common 494368103 14,362,986 108,449 SH   OTR 1 0 108,449 0
Msci Inc common 55354G100 6,748,316 11,093 SH   OTR 1 0 11,093 0
Prologis Inc common 74340W103 24,287,763 193,636 SH   OTR 1 0 193,636 0
Universal Health Services Inc common 913903100 4,719,662 34,109 SH   OTR 1 0 34,109 0
T Rowe Price Group Inc common 74144T108 10,826,958 55,043 SH   OTR 1 0 55,043 0
O'Reilly Automotive Inc common 67103H107 7,662,692 12,540 SH   OTR 1 0 12,540 0
Omnicom Group Inc common 681919106 3,204,978 44,231 SH   OTR 1 0 44,231 0
Citigroup Inc common 172967424 133,984,708 1,909,158 SH   OTR 1 0 1,909,158 0
Mohawk Industries Inc common 608190104 1,792,450 10,104 SH   OTR 1 0 10,104 0
Franklin Resources Inc common 354613101 2,179,843 73,346 SH   OTR 1 0 73,346 0
Ford Motor Co common 345370860 7,211,702 509,301 SH   OTR 1 0 509,301 0
Danaher Corp common 235851102 53,181,406 174,686 SH   OTR 1 0 174,686 0
West Pharmaceutical Services INC common 955306105 5,665,486 13,345 SH   OTR 1 0 13,345 0
Corteva Inc common 22052L104 5,500,403 130,713 SH   OTR 1 0 130,713 0
TE Connectivity Ltd common 010299318 7,163,158 52,202 SH   OTR 1 0 52,202 0
Snap Inc common 83304A106 9,826,631 133,026 SH   OTR 1 0 133,026 0
TJX Cos Inc common 872540109 41,707,871 632,129 SH   OTR 1 0 632,129 0
Anthem Inc common 036752103 23,586,310 63,268 SH   OTR 1 0 63,268 0
Advance Auto Parts Inc common 00751Y106 24,092,119 115,334 SH   OTR 1 0 115,334 0
KeyCorp common 493267108 3,651,510 168,895 SH   OTR 1 0 168,895 0
Ball Corp common 058498106 13,583,401 150,977 SH   OTR 1 0 150,977 0
Microchip Technology Inc common 595017104 4,816,363 31,379 SH   OTR 1 0 31,379 0
Brown-Forman Corp common 115637209 3,192,959 47,649 SH   OTR 1 0 47,649 0
Viatris Inc common 92556V106 2,932,843 216,446 SH   OTR 1 0 216,446 0
Eli Lilly & Co common 532457108 104,152,026 450,777 SH   OTR 1 0 450,777 0
Nortonlifelock Inc. common 668771108 4,700,361 185,785 SH   OTR 1 0 185,785 0
ANSYS Inc common 03662Q105 4,744,511 13,936 SH   OTR 1 0 13,936 0
ON Semiconductor Corp common 682189105 2,551,311 55,742 SH   OTR 1 0 55,742 0
Realty Income Corp common 756109104 3,253,313 50,159 SH   OTR 1 0 50,159 0
Wynn Resorts Ltd common 983134107 1,086,410 12,819 SH   OTR 1 0 12,819 0
TransDigm Group Inc common 893641100 6,627,937 10,612 SH   OTR 1 0 10,612 0
TransUnion common 89400J107 4,163,556 37,072 SH   OTR 1 0 37,072 0
Albemarle Corp common 012653101 5,030,179 22,972 SH   OTR 1 0 22,972 0
Sarepta Therapeutics Inc common 803607100 2,524,057 27,293 SH   OTR 1 0 27,293 0
Dropbox Inc common 26210C104 1,962,298 67,156 SH   OTR 1 0 67,156 0
M&T Bank Corp common 55261F104 6,147,880 41,167 SH   OTR 1 0 41,167 0
Howmet Aerospace Inc common 443201108 2,467,015 79,071 SH   OTR 1 0 79,071 0
Guidewire Software Inc common 40171V100 1,335,623 11,236 SH   OTR 1 0 11,236 0
WP Carey Inc common 92936U109 2,109,687 28,884 SH   OTR 1 0 28,884 0
SBA Communications Corp common 78410G104 5,033,259 15,226 SH   OTR 1 0 15,226 0
FMC Corp common 302491303 2,225,183 24,303 SH   OTR 1 0 24,303 0
NuCor Corp common 670346105 5,091,539 51,696 SH   OTR 1 0 51,696 0
Lyft Inc common 55087P104 2,190,706 40,879 SH   OTR 1 0 40,879 0
RPM International Inc common 749685103 1,735,478 22,350 SH   OTR 1 0 22,350 0
Bath & Body Works Inc common 070830104 17,490,195 277,490 SH   OTR 1 0 277,490 0
Equitable Holdings Inc common 29452E101 1,601,686 54,038 SH   OTR 1 0 54,038 0
21Vianet Group Inc common 90138A103 479,677 27,711 SH   OTR 1 0 27,711 0
Itau Unibanco Holding Sa ADR common 465562106 306,519 58,163 SH   OTR 1 0 58,163 0
Caesars Entertainment Inc common 12769G100 2,226,400 19,829 SH   OTR 1 0 19,829 0
Signature Bank/New York Ny common 82669G104 14,439,553 53,032 SH   OTR 1 0 53,032 0
Watts Water common 942749102 19,038,492 113,230 SH   OTR 1 0 113,230 0
Li-Cycle Holdings Corp common 50202P105 1,542,828 131,753 SH   OTR 1 0 131,753 0