| Brown Forman Corp CL A(BF/A) | COM | 115637100 | $445.5K | 8,414 | 0.0% |
| Evergy Inc COM(EVRG) | COM | 30034W106 | $447.9K | 8,390 | 0.0% |
| Campbell Soup Co COM(CPB) | COM | 134429109 | $448.2K | 10,084 | 0.0% |
| Juniper Networks Inc COM(JNP) | COM | 48203R104 | $453.0K | 12,223 | 0.0% |
| TPG Inc COM CL A(TPG) | COM | 872657101 | $453.3K | 10,141 | 0.0% |
| Ishares TR Expanded Tech(IGV) | COM | 464287515 | $477.1K | 5,595 | 0.0% |
| Reynolds Consumer Prods Inc COM(REYN) | COM | 76171L106 | $482.7K | 16,900 | 0.0% |
| Boston Beer Inc CL A(SAM) | COM | 100557107 | $482.8K | 1,586 | 0.0% |
| CGI Inc CL A SUB VTG(GIB) | COM | 12532H104 | $485.5K | 3,249 | 0.0% |
| Plymouth Indl REIT Inc COM(PLYM) | COM | 729640102 | $486.1K | 21,605 | 0.0% |
| Ambev SA Sponsored ADR(ABEV) | COM | 02319V103 | $491.5K | 198,194 | 0.0% |
| Allison Transmission Hldgs I COM(ALSN) | COM | 01973R101 | $491.6K | 6,057 | 0.0% |
| Block H & R Inc COM(HRB) | COM | 093671105 | $512.5K | 10,435 | 0.0% |
| Sirius XM Holdings Inc COM(SIRIEUR) | COM | 82968B103 | $526.9K | 135,797 | 0.0% |
| Select Sector Spdr TR SBI Cons Stpls(XLP) | COM | 81369Y308 | $556.9K | 7,293 | 0.0% |
| Coinbase Global Inc COM CL A(COIN) | COM | 19260Q107 | $558.3K | 2,106 | 0.0% |
| ADT Inc del COM(ADT) | COM | 00090Q103 | $594.1K | 88,414 | 0.0% |
| Valmont Inds Inc COM(VMI) | COM | 920253101 | $596.3K | 2,612 | 0.0% |
| Royal BK CDA COM(RY) | COM | 780087102 | $597.0K | 4,370 | 0.0% |
| Wayfair Inc CL A(W) | COM | 94419L101 | $600.8K | 8,851 | 0.0% |
| SS&C Technologies Hldgs Inc COM(SSNC) | COM | 78467J100 | $601.3K | 9,342 | 0.0% |
| CDW Corp COM(CDW) | COM | 12514G108 | $601.6K | 2,352 | 0.0% |
| Symbotic Inc Class A COM(SYM) | COM | 87151X101 | $606.7K | 13,500 | 0.0% |
| Vontier Corporation COM(VNT) | COM | 928881101 | $613.1K | 13,517 | 0.0% |
| Aspen Technology Inc COM(AZPN1USD) | COM | 29109X106 | $614.2K | 2,880 | 0.0% |
| Liberty Media Corp del COM Lbty One S A(FWONA) | COM | 531229771 | $616.9K | 10,502 | 0.0% |
| Innovative Indl Pptys Inc COM(IIPR) | COM | 45781V101 | $622.8K | 6,015 | 0.0% |
| Jabil Inc COM(JBL) | COM | 466313103 | $645.9K | 4,822 | 0.0% |
| Avalonbay Cmntys Inc COM(AVB) | COM | 053484101 | $647.4K | 3,489 | 0.0% |
| Zebra Technologies Corporati CL A(ZBRA) | COM | 989207105 | $658.2K | 2,184 | 0.0% |
| Eastman Chem Co COM(EMN) | COM | 277432100 | $679.1K | 6,776 | 0.0% |
| Capital One Finl Corp COM(COF) | COM | 14040H105 | $699.0K | 4,695 | 0.0% |
| Shopify Inc CL A(SHOP) | COM | 82509L107 | $709.6K | 6,790 | 0.0% |
| Gerdau SA Spon ADR REP PFD(GGB) | PFD | 373737105 | $723.3K | 163,650 | 0.0% |
| Americold Realty Trust Inc COM(COLD) | COM | 03064D108 | $729.9K | 29,290 | 0.0% |
| Mcdonalds Corp COM(MCD) | COM | 580135101 | $743.2K | 2,636 | 0.0% |
| Oshkosh Corp COM(OSK) | COM | 688239201 | $747.5K | 5,994 | 0.0% |
| Ishares TR Iboxx INV CP ETF(LQD) | COM | 464287242 | $750.6K | 6,891 | 0.0% |
| Bath & Body Works Inc COM(BBWI) | COM | 070830104 | $750.6K | 15,006 | 0.0% |
| Fair Isaac Corp COM(FICO) | COM | 303250104 | $773.5K | 619 | 0.0% |
| Ulta Beauty Inc COM(ULTA) | COM | 90384S303 | $794.8K | 1,520 | 0.0% |
| Mgic Invt Corp WIS COM(MTG) | COM | 552848103 | $802.4K | 35,884 | 0.0% |
| Ishares TR Cybersecurity(IHAK) | COM | 46435U135 | $804.4K | 17,169 | 0.0% |
| Wells Fargo Co New COM(WFC) | COM | 949746101 | $834.4K | 14,396 | 0.0% |
| Halliburton Co COM(HAL) | COM | 406216101 | $838.0K | 21,257 | 0.0% |
| Topbuild Corp COM(BLD) | COM | 89055F103 | $840.5K | 1,907 | 0.0% |
| PVH Corporation COM(PVH) | COM | 693656100 | $846.2K | 6,018 | 0.0% |
| Vertiv Holdings Co COM CL A(VRT) | COM | 92537N108 | $847.4K | 10,376 | 0.0% |
| LXP Industrial Trust COM(LXPUSD) | COM | 529043101 | $858.9K | 95,219 | 0.0% |
| Ansys Inc COM(AKX) | COM | 03662Q105 | $866.7K | 2,500 | 0.0% |