| Stem Inc COM | COM | 85859N102 | $473.7K | 111,716 | 0.0% |
| Select Sector Spdr TR SBI Cons Stpls(XLP) | COM | 81369Y308 | $473.9K | 6,887 | 0.0% |
| Rocket COS Inc COM CL A(RKT) | COM | 77311W101 | $477.1K | 58,322 | 0.0% |
| YUM Brands Inc COM(YUM) | COM | 988498101 | $478.1K | 3,827 | 0.0% |
| Vertiv Holdings Co COM CL A(VRT) | COM | 92537N108 | $488.5K | 13,133 | 0.0% |
| Western UN Co COM(WU) | COM | 959802109 | $493.3K | 37,431 | 0.0% |
| Vontier Corporation COM(VNT) | COM | 928881101 | $494.9K | 16,006 | 0.0% |
| Spotify Technology S A SHS(SPOT) | COM | L8681T102 | $495.6K | 3,205 | 0.0% |
| Elanco Animal Health Inc COM(ELAN) | COM | 28414H103 | $497.2K | 44,238 | 0.0% |
| Magnolia Oil & Gas Corp CL A(MGY) | COM | 559663109 | $499.7K | 21,812 | 0.0% |
| Avalonbay Cmntys Inc COM(AVB) | COM | 053484101 | $505.4K | 2,943 | 0.0% |
| U Haul Holding Company COM SER N(UHAL/B) | COM | 023586506 | $508.4K | 9,704 | 0.0% |
| Dillards Inc CL A(DDS) | COM | 254067101 | $520.4K | 1,573 | 0.0% |
| HF Sinclair Corp COM(DINO) | COM | 403949100 | $521.0K | 9,152 | 0.0% |
| Block H & R Inc COM(HRB) | COM | 093671105 | $532.0K | 12,355 | 0.0% |
| Ingersoll Rand Inc COM(IR) | COM | 45687V106 | $539.2K | 8,462 | 0.0% |
| Celestica Inc SUB VTG SHS(CLSEUR) | COM | 15101Q108 | $539.4K | 22,000 | 0.0% |
| Sprouts Fmrs MKT Inc COM(SFM) | COM | 85208M102 | $562.1K | 13,133 | 0.0% |
| Teladoc Health Inc COM(TDOC) | COM | 87918A105 | $562.5K | 30,257 | 0.0% |
| US Foods Hldg Corp COM(USFD) | COM | 912008109 | $562.5K | 14,170 | 0.0% |
| Ishares TR Msci China ETF(MCHI) | COM | 46429B671 | $566.1K | 13,077 | 0.0% |
| Coinbase Global Inc COM CL A(COIN) | COM | 19260Q107 | $595.4K | 7,930 | 0.0% |
| Stericycle Inc COM(SRCLEUR) | COM | 858912108 | $617.3K | 13,807 | 0.0% |
| Kellanova COM(KEL) | COM | 487836108 | $620.2K | 10,421 | 0.0% |
| Mondelez Intl Inc CL A(MDLZ) | COM | 609207105 | $625.4K | 9,012 | 0.0% |
| Fair Isaac Corp COM(FICO) | COM | 303250104 | $642.7K | 740 | 0.0% |
| Exelixis Inc COM(EXEL) | COM | 30161Q104 | $643.7K | 29,461 | 0.0% |
| OGE Energy Corp COM(OGE) | COM | 670837103 | $653.1K | 19,594 | 0.0% |
| Bath & Body Works Inc COM(BBWI) | COM | 070830104 | $653.2K | 19,326 | 0.0% |
| Ishares TR Cybersecurity(IHAK) | COM | 46435U135 | $661.2K | 17,169 | 0.0% |
| Pool Corp COM(POOL) | COM | 73278L105 | $661.3K | 1,857 | 0.0% |
| Henry Jack & Assoc Inc COM(JKHY) | COM | 426281101 | $678.9K | 4,492 | 0.0% |
| Nordson Corp COM(NDSN) | COM | 655663102 | $682.2K | 3,057 | 0.0% |
| Disney Walt Co COM(DIS) | COM | 254687106 | $682.8K | 8,425 | 0.0% |
| Pinterest Inc CL A(PINS) | COM | 72352L106 | $686.4K | 25,395 | 0.0% |
| Dupont de Nemours Inc COM(DD) | COM | 26614N102 | $701.8K | 9,409 | 0.0% |
| Jones Lang Lasalle Inc COM(JLL) | COM | 48020Q107 | $703.8K | 4,985 | 0.0% |
| Grand Canyon ED Inc COM(LOPE) | COM | 38526M106 | $709.9K | 6,074 | 0.0% |
| Dolby Laboratories Inc COM CL A(DLB) | COM | 25659T107 | $712.1K | 8,984 | 0.0% |
| International Paper Co COM(IP) | COM | 460146103 | $712.8K | 20,095 | 0.0% |
| Kohls Corp COM(KSS) | COM | 500255104 | $725.3K | 34,603 | 0.0% |
| Cracker Barrel Old Ctry Stor COM(CBRL) | COM | 22410J106 | $730.4K | 10,869 | 0.0% |
| Floor & Decor Hldgs Inc CL A(FND) | COM | 339750101 | $730.5K | 8,072 | 0.0% |
| Liberty Media Corp del COM Lbty One S A Added(FWONA) | COM | 531229771 | $731.0K | 12,929 | 0.0% |
| Dominos Pizza Inc COM(DPZ) | COM | 25754A201 | $759.5K | 2,005 | 0.0% |
| Playtika Hldg Corp COM(PLTK) | COM | 72815L107 | $765.0K | 79,435 | 0.0% |
| Ishares Inc Msci Mexico ETF(EWW) | COM | 464286822 | $767.1K | 13,174 | 0.0% |
| Fastenal Co COM(FAST) | COM | 311900104 | $769.3K | 14,079 | 0.0% |
| Livent Corp COM(LTHM1EUR) | COM | 53814L108 | $780.8K | 42,414 | 0.0% |
| Clean Harbors Inc COM(CLH) | COM | 184496107 | $782.2K | 4,674 | 0.0% |