Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MSFT	MICROSOFT CORP	488,929	$210M	5.4%	$269.26	+57.1%	COM	594918104
META	META PLATFORMS INC	366,555	$210M	5.4%	$321.14	+59.5%	CL A	30303M102
AVGO	BROADCOM INC	1,061,944	$183M	4.7%	$147.93	+6.8%	COM	11135F101
TSLA	TESLA INC	416,082	$109M	2.8%	$255.90	-10.9%	COM	88160R101
NVDA	NVIDIA CORPORATION	885,007	$107M	2.8%	$99.33	+18.9%	COM	67066G104
LLY	ELI LILLY & CO	99,032	$87.74M	2.3%	$349.36	+154.8%	COM	532457108
AAPL	APPLE INC	309,230	$72.05M	1.9%	$164.52	+34.9%	COM	037833100
NFLX	NETFLIX INC	99,307	$70.44M	1.8%	$49.22	+35.9%	COM	64110L106
VRTX	VERTEX PHARMACEUTICALS INC	143,048	$66.53M	1.7%	$334.22	+43.7%	COM	92532F100
JPM	JPMORGAN CHASE & CO.	310,966	$65.57M	1.7%	$138.25	+48.3%	COM	46625H100
GOOG	ALPHABET INC	385,790	$64.5M	1.7%	$122.91	+36.9%	CAP STK CL C	02079K107
CARR	CARRIER GLOBAL CORPORATION	787,585	$63.39M	1.6%	$47.93	+43.0%	COM	14448C104
PM	PHILIP MORRIS INTL INC	503,379	$61.11M	1.6%	$76.94	+42.7%	COM	718172109
AMZN	AMAZON COM INC	308,926	$57.56M	1.5%	$161.97	+12.7%	COM	023135106
REGN	REGENERON PHARMACEUTICALS	54,189	$56.97M	1.5%	$806.90	+37.2%	COM	75886F107
GOOGL	ALPHABET INC	341,557	$56.65M	1.5%	$114.06	+46.2%	CAP STK CL A	02079K305
COST	COSTCO WHSL CORP NEW	55,087	$48.84M	1.3%	$543.74	+58.5%	COM	22160K105
MELI	MERCADOLIBRE INC	23,218	$47.64M	1.2%	$1244.90	+51.2%	COM	58733R102
CAT	CATERPILLAR INC	119,944	$46.91M	1.2%	$222.96	+51.9%	COM	149123101
BKNG	BOOKING HOLDINGS INC	11,039	$46.5M	1.2%	$2536.55	+49.6%	COM	09857L108
TMO	THERMO FISHER SCIENTIFIC INC	72,080	$44.59M	1.1%	$554.29	+6.3%	COM	883556102
DHR	DANAHER CORPORATION	154,931	$43.07M	1.1%	$210.34	+24.8%	COM	235851102
MA	MASTERCARD INCORPORATED	85,087	$42.02M	1.1%	$381.82	+20.9%	CL A	57636Q104
V	VISA INC	151,525	$41.66M	1.1%	$226.25	+18.3%	COM CL A	92826C839
ISRG	INTUITIVE SURGICAL INC	84,626	$41.57M	1.1%	$327.16	+42.3%	COM NEW	46120E602
ASML	ASML HOLDING N V	48,700	$40.58M	1.0%	$720.93	—	N Y REGISTRY SHS	N07059210
TCOM	TRIP COM GROUP LTD	672,803	$39.98M	1.0%	$33.46	—	ADS	89677Q107
SHOP	SHOPIFY INC	494,879	$39.66M	1.0%	$60.55	+14.1%	CL A	82509L107
RCL	ROYAL CARIBBEAN GROUP	214,765	$38.09M	1.0%	$75.80	+110.1%	COM	V7780T103
ALNY	ALNYLAM PHARMACEUTICALS INC	135,073	$37.15M	1.0%	$191.05	+36.3%	COM	02043Q107
CB	CHUBB LIMITED	126,951	$36.61M	0.9%	$202.71	+33.6%	COM	H1467J104
ONC	BEIGENE LTD	151,742	$34.07M	0.9%	$179.76	—	SPONSORED ADR	07725L102
HLT	HILTON WORLDWIDE HLDGS INC	141,283	$32.57M	0.8%	$140.88	+53.1%	COM	43300A203
HD	HOME DEPOT INC	75,000	$30.39M	0.8%	$318.48	+10.7%	COM	437076102
SPGI	S&P GLOBAL INC	58,735	$30.34M	0.8%	$412.52	+18.7%	COM	78409V104
LIN	LINDE PLC	63,551	$30.3M	0.8%	$348.85	+28.4%	SHS	G54950103
GE	GE AEROSPACE	157,132	$29.63M	0.8%	$101.49	+65.5%	COM NEW	369604301
NOW	SERVICENOW INC	32,769	$29.31M	0.8%	$105.78	+55.4%	COM	81762P102
ABT	ABBOTT LABS	256,419	$29.23M	0.8%	$100.13	+6.9%	COM	002824100
SNPS	SYNOPSYS INC	57,412	$29.07M	0.7%	$447.06	+20.0%	COM	871607107
MSI	MOTOROLA SOLUTIONS INC	63,057	$28.35M	0.7%	$249.65	+64.5%	COM NEW	620076307
SHW	SHERWIN WILLIAMS CO	72,815	$27.79M	0.7%	$271.89	+26.9%	COM	824348106
CRM	SALESFORCE INC	100,895	$27.62M	0.7%	$204.94	+23.9%	COM	79466L302
TDG	TRANSDIGM GROUP INC	18,108	$25.84M	0.7%	$626.63	+83.9%	COM	893641100
AJG	GALLAGHER ARTHUR J & CO	91,827	$25.84M	0.7%	$217.95	+27.8%	COM	363576109
FCX	FREEPORT-MCMORAN INC	515,900	$25.75M	0.7%	$39.91	+10.8%	CL B	35671D857
BX	BLACKSTONE INC	158,661	$24.3M	0.6%	$100.44	+33.1%	COM	09260D107
IR	INGERSOLL RAND INC	236,270	$23.19M	0.6%	$79.76	+16.4%	COM	45687V106
NOC	NORTHROP GRUMMAN CORP	43,454	$22.95M	0.6%	$436.59	+9.5%	COM	666807102
RYAAY	RYANAIR HOLDINGS PLC	497,750	$22.49M	0.6%	$65.40	—	SPONSORED ADR	783513203
CP	CANADIAN PACIFIC KANSAS CITY	262,679	$22.47M	0.6%	$78.06	+4.3%	COM	13646K108
DB	DEUTSCHE BANK A G	1,286,275	$22.24M	0.6%	$13.95	+12.0%	NAMEN AKT	D18190898
AON	AON PLC	62,712	$21.7M	0.6%	$279.50	+16.1%	SHS CL A	G0403H108
—	ARISTA NETWORKS INC	55,819	$21.42M	0.6%	$236.04	—	COM	040413106
BAC	BANK AMERICA CORP	528,472	$20.97M	0.5%	$35.19	+10.2%	COM	060505104
SBUX	STARBUCKS CORP	211,776	$20.65M	0.5%	$82.83	0.0%	COM	855244109
NKE	NIKE INC	232,019	$20.51M	0.5%	$90.74	-16.2%	CL B	654106103
HEI	HEICO CORP NEW	75,230	$19.67M	0.5%	$188.57	+28.3%	COM	422806109
EA	ELECTRONIC ARTS INC	135,850	$19.49M	0.5%	$128.98	+11.7%	COM	285512109
CVE	CENOVUS ENERGY INC	1,155,058	$19.34M	0.5%	$17.72	+1.1%	COM	15135U109
AMX	AMERICA MOVIL SAB DE CV	1,178,564	$19.28M	0.5%	$20.48	—	SPON ADS RP CL B	02390A101
EFX	EQUIFAX INC	63,508	$18.66M	0.5%	$221.53	+26.0%	COM	294429105
ZTS	ZOETIS INC	93,782	$18.32M	0.5%	$173.98	+4.2%	CL A	98978V103
FLUT	FLUTTER ENTMT PLC	77,053	$18.28M	0.5%	$203.33	+2.1%	SHS	G3643J108
CPRT	COPART INC	344,491	$18.05M	0.5%	$41.96	+23.8%	COM	217204106
IBN	ICICI BANK LIMITED	594,848	$17.76M	0.5%	$19.55	—	ADR	45104G104
UNH	UNITEDHEALTH GROUP INC	30,169	$17.64M	0.5%	$446.87	+22.7%	COM	91324P102
TRP	TC ENERGY CORP	353,007	$16.79M	0.4%	$35.60	+16.0%	COM	87807B107
FDX	FEDEX CORP	60,866	$16.66M	0.4%	$222.52	+26.4%	COM	31428X106
ABBV	ABBVIE INC	83,822	$16.55M	0.4%	$151.67	+17.8%	COM	00287Y109
MTD	METTLER TOLEDO INTERNATIONAL	10,840	$16.26M	0.4%	$1301.79	+7.8%	COM	592688105
YUM	YUM BRANDS INC	113,648	$15.88M	0.4%	$116.08	+11.5%	COM	988498101
TSM	TAIWAN SEMICONDUCTOR MFG LTD	90,157	$15.66M	0.4%	$111.88	—	SPONSORED ADS	874039100
BG	BUNGE GLOBAL SA	158,296	$15.3M	0.4%	$98.12	-0.4%	COM SHS	H11356104
CME	CME GROUP INC	68,920	$15.21M	0.4%	$171.57	+14.5%	COM	12572Q105
QSR	RESTAURANT BRANDS INTL INC	209,992	$15.14M	0.4%	$64.82	+8.4%	COM	76131D103
NET	CLOUDFLARE INC	173,378	$14.02M	0.4%	$69.50	+15.7%	CL A COM	18915M107
ABNB	AIRBNB INC	109,614	$13.9M	0.4%	$125.49	+3.3%	COM CL A	009066101
CNQ	CANADIAN NAT RES LTD	405,160	$13.47M	0.3%	$32.41	+2.3%	COM	136385101
ACGL	ARCH CAP GROUP LTD	118,760	$13.29M	0.3%	$54.66	+80.9%	ORD	G0450A105
HWM	HOWMET AEROSPACE INC	127,148	$12.75M	0.3%	$59.43	+51.4%	COM	443201108
MNST	MONSTER BEVERAGE CORP NEW	243,526	$12.7M	0.3%	$49.77	-0.5%	COM	61174X109
MCD	MCDONALDS CORP	39,929	$12.16M	0.3%	$262.60	+1.6%	COM	580135101
SLB	SCHLUMBERGER LTD	287,861	$12.08M	0.3%	$43.33	-1.5%	COM STK	806857108
AES	AES CORP	581,240	$11.66M	0.3%	$18.06	-9.0%	COM	00130H105
GEV	GE VERNOVA INC	45,166	$11.52M	0.3%	$187.53	+2.2%	COM	36828A101
GDDY	GODADDY INC	72,538	$11.37M	0.3%	$69.60	+119.6%	CL A	380237107
MRSH	MARSH & MCLENNAN COS INC	50,880	$11.35M	0.3%	$181.89	+19.3%	COM	571748102
BSX	BOSTON SCIENTIFIC CORP	130,803	$10.96M	0.3%	$70.82	+11.3%	COM	101137107
DAL	DELTA AIR LINES INC DEL	214,192	$10.88M	0.3%	$37.07	+15.7%	COM NEW	247361702
UBER	UBER TECHNOLOGIES INC	142,857	$10.74M	0.3%	$44.16	+59.4%	COM	90353T100
COP	CONOCOPHILLIPS	99,694	$10.5M	0.3%	$86.86	+21.0%	COM	20825C104
—	BLACKROCK INC	11,040	$10.48M	0.3%	$821.65	—	COM	09247X101
BAM	BROOKFIELD ASSET MANAGMT LTD	220,303	$10.42M	0.3%	$31.23	+28.4%	CL A LMT VTG SHS	113004105
PFE	PFIZER INC	343,982	$9.955M	0.3%	$34.41	-22.5%	COM	717081103
SRE	SEMPRA	118,967	$9.949M	0.3%	$65.36	+16.9%	COM	816851109
AME	AMETEK INC	57,785	$9.922M	0.3%	$153.29	+7.9%	COM	031100100
EQIX	EQUINIX INC	10,930	$9.702M	0.2%	$560.11	+41.9%	COM	29444U700
TEAM	ATLASSIAN CORPORATION	60,971	$9.683M	0.2%	$164.48	0.0%	CL A	049468101
DBD	DIEBOLD NIXDORF INC	206,104	$9.205M	0.2%	$18.98	+117.9%	COM SHS	253651202
CNI	CANADIAN NATL RY CO	75,146	$8.807M	0.2%	$115.54	-2.0%	COM	136375102
ON	ON SEMICONDUCTOR CORP	119,680	$8.69M	0.2%	$66.19	+10.0%	COM	682189105
GILD	GILEAD SCIENCES INC	102,985	$8.634M	0.2%	$71.70	+1.9%	COM	375558103
BN	BROOKFIELD CORP	159,927	$8.5M	0.2%	$24.34	+28.5%	CL A LTD VT SH	11271J107
RACE	FERRARI N V	17,387	$8.144M	0.2%	$357.84	+25.3%	COM	N3167Y103
CRSP	CRISPR THERAPEUTICS AG	170,523	$8.011M	0.2%	$63.71	-20.4%	NAMEN AKT	H17182108
GS	GOLDMAN SACHS GROUP INC	15,316	$7.583M	0.2%	$351.39	+35.2%	COM	38141G104
ITT	ITT INC	50,651	$7.573M	0.2%	$94.80	+43.6%	COM	45073V108
MDLZ	MONDELEZ INTL INC	102,402	$7.544M	0.2%	$59.27	+13.3%	CL A	609207105
DE	DEERE & CO	17,607	$7.348M	0.2%	$378.64	-2.5%	COM	244199105
MAR	MARRIOTT INTL INC NEW	29,167	$7.251M	0.2%	$231.80	-0.9%	CL A	571903202
ACN	ACCENTURE PLC IRELAND	18,919	$6.687M	0.2%	$301.09	+7.2%	SHS CLASS A	G1151C101
BA	BOEING CO	43,779	$6.656M	0.2%	$186.50	-8.1%	COM	097023105
KLAC	KLA CORP	8,440	$6.536M	0.2%	$311.54	+148.8%	COM NEW	482480100
KEYS	KEYSIGHT TECHNOLOGIES INC	40,392	$6.42M	0.2%	$148.20	-4.0%	COM	49338L103
C	CITIGROUP INC	102,355	$6.407M	0.2%	$49.46	+20.1%	COM NEW	172967424
ETN	EATON CORP PLC	19,198	$6.363M	0.2%	$280.23	+7.5%	SHS	G29183103
ULS	UL SOLUTIONS INC	126,434	$6.233M	0.2%	$46.28	+5.2%	CLASS A COM SHS	903731107
MU	MICRON TECHNOLOGY INC	59,130	$6.132M	0.2%	$87.35	+19.0%	COM	595112103
GGB	GERDAU SA	1,733,428	$6.067M	0.2%	$4.26	—	SPON ADR REP PFD	373737105
BMY	BRISTOL-MYERS SQUIBB CO	117,025	$6.055M	0.2%	$50.67	-13.9%	COM	110122108
LHX	L3HARRIS TECHNOLOGIES INC	24,301	$5.78M	0.1%	$210.28	+6.8%	COM	502431109
CMCSA	COMCAST CORP NEW	137,439	$5.741M	0.1%	$36.90	+2.3%	CL A	20030N101
CEG	CONSTELLATION ENERGY CORP	21,079	$5.481M	0.1%	$191.39	+3.0%	COM	21037T109
CHTR	CHARTER COMMUNICATIONS INC N	16,329	$5.292M	0.1%	$327.53	+2.7%	CL A	16119P108
VALE	VALE S A	450,498	$5.262M	0.1%	$14.52	—	SPONSORED ADS	91912E105
AMAT	APPLIED MATLS INC	25,783	$5.209M	0.1%	$127.20	+59.1%	COM	038222105
MMYT	MAKEMYTRIP LIMITED MAURITIUS	52,393	$4.87M	0.1%	$27.58	+242.0%	SHS	V5633W109
WMG	WARNER MUSIC GROUP CORP	152,647	$4.778M	0.1%	$28.98	-1.8%	COM CL A	934550203
—	DAYFORCE INC	77,975	$4.776M	0.1%	$65.20	-15.5%	COM	15677J108
HTHT	H WORLD GROUP LTD	127,248	$4.734M	0.1%	$37.94	—	SPONSORED ADS	44332N106
CVX	CHEVRON CORP NEW	31,562	$4.648M	0.1%	$148.44	-5.7%	COM	166764100
RRX	REGAL REXNORD CORPORATION	27,975	$4.64M	0.1%	$147.34	+4.8%	COM	758750103
GRFS	GRIFOLS S A	517,114	$4.592M	0.1%	$10.56	—	SP ADR REP B NVT	398438408
DELL	DELL TECHNOLOGIES INC	38,224	$4.531M	0.1%	$103.27	+10.3%	CL C	24703L202
EW	EDWARDS LIFESCIENCES CORP	64,970	$4.287M	0.1%	$85.50	-15.0%	COM	28176E108
MS	MORGAN STANLEY	40,986	$4.272M	0.1%	$82.52	+17.4%	COM NEW	617446448
TBBB	BBB FOODS INC	141,505	$4.245M	0.1%	$21.46	+30.6%	CL A COM	G0896C103
STZ	CONSTELLATION BRANDS INC	16,120	$4.154M	0.1%	$230.02	+4.4%	CL A	21036P108
RTX	RTX CORPORATION	33,416	$4.049M	0.1%	$82.48	+34.7%	COM	75513E101
LULU	LULULEMON ATHLETICA INC	14,686	$3.985M	0.1%	$346.25	-23.4%	COM	550021109
KDP	KEURIG DR PEPPER INC	104,746	$3.926M	0.1%	$30.59	+10.0%	COM	49271V100
CTVA	CORTEVA INC	66,005	$3.88M	0.1%	$55.94	-3.8%	COM	22052L104
CPNG	COUPANG INC	154,253	$3.787M	0.1%	$22.48	-1.1%	CL A	22266T109
NVO	NOVO-NORDISK A S	30,825	$3.67M	0.1%	$112.44	—	ADR	670100205
CNP	CENTERPOINT ENERGY INC	118,835	$3.496M	0.1%	$26.61	+1.6%	COM	15189T107
AZN	ASTRAZENECA PLC	44,608	$3.475M	0.1%	$60.82	—	SPONSORED ADR	046353108
GTLS	CHART INDS INC	27,937	$3.468M	0.1%	$155.08	-15.3%	COM	16115Q308
EPAM	EPAM SYS INC	16,977	$3.379M	0.1%	$244.05	-17.9%	COM	29414B104
GLOB	GLOBANT S A	16,354	$3.24M	0.1%	$195.89	-1.4%	COM	L44385109
NTES	NETEASE INC	34,461	$3.222M	0.1%	$102.00	—	SPONSORED ADS	64110W102
AWI	ARMSTRONG WORLD INDS INC NEW	24,081	$3.165M	0.1%	$72.48	+68.8%	COM	04247X102
LEGN	LEGEND BIOTECH CORP	63,338	$3.086M	0.1%	$45.66	—	SPONSORED ADS	52490G102
TSCO	TRACTOR SUPPLY CO	10,514	$3.059M	0.1%	$44.38	+18.4%	COM	892356106
ADI	ANALOG DEVICES INC	12,789	$2.944M	0.1%	$173.49	+26.9%	COM	032654105
EIX	EDISON INTL	33,171	$2.889M	0.1%	$56.47	+34.5%	COM	281020107
WDAY	WORKDAY INC	11,345	$2.773M	0.1%	$228.61	+3.3%	CL A	98138H101
CSX	CSX CORP	75,996	$2.624M	0.1%	$29.81	+11.4%	COM	126408103
PNC	PNC FINL SVCS GROUP INC	13,725	$2.537M	0.1%	$127.32	+31.6%	COM	693475105
GIS	GENERAL MLS INC	32,434	$2.395M	0.1%	$55.34	+18.6%	COM	370334104
WFC	WELLS FARGO CO NEW	41,969	$2.371M	0.1%	$43.04	+27.4%	COM	949746101
SRPT	SAREPTA THERAPEUTICS INC	18,848	$2.354M	0.1%	$138.24	0.0%	COM	803607100
BORR	BORR DRILLING LTD	415,151	$2.279M	0.1%	$6.05	-2.8%	SHS	G1466R173
TTWO	TAKE-TWO INTERACTIVE SOFTWAR	14,808	$2.276M	0.1%	$115.20	+31.7%	COM	874054109
SAIA	SAIA INC	5,136	$2.246M	0.1%	$423.53	0.0%	COM	78709Y105
BIRK	BIRKENSTOCK HOLDING PLC	44,009	$2.169M	0.1%	$44.78	+21.5%	COM SHS	M2029K104
MSCI	MSCI INC	3,657	$2.132M	0.1%	$511.54	+4.2%	COM	55354G100
—	SANDSTORM GOLD LTD	352,113	$2.113M	0.1%	$6.74	—	COM NEW	80013R206
STT	STATE STR CORP	23,789	$2.105M	0.1%	$75.97	+3.7%	COM	857477103
CMS	CMS ENERGY CORP	29,546	$2.087M	0.1%	$53.03	+18.8%	COM	125896100
DG	DOLLAR GEN CORP NEW	24,665	$2.086M	0.1%	$144.45	-26.6%	COM	256677105
TGT	TARGET CORP	13,050	$2.034M	0.1%	$143.77	-1.9%	COM	87612E106
NCLH	NORWEGIAN CRUISE LINE HLDG L	98,925	$2.029M	0.1%	$18.06	+0.5%	SHS	G66721104
HAL	HALLIBURTON CO	67,361	$1.957M	0.1%	$33.27	-8.8%	COM	406216101
VTMX	VESTA REAL ESTATE CORP	72,482	$1.953M	0.1%	$31.18	—	ADS	92540K109
JNJ	JOHNSON & JOHNSON	11,494	$1.863M	0.0%	$148.89	+2.5%	COM	478160104
UBS	UBS GROUP AG	59,554	$1.84M	0.0%	$24.69	+21.7%	SHS	H42097107
HON	HONEYWELL INTL INC	8,847	$1.829M	0.0%	$156.16	+20.6%	COM	438516106
UAL	UNITED AIRLS HLDGS INC	31,691	$1.808M	0.0%	$47.65	-2.8%	COM	910047109
NICE	NICE LTD	10,365	$1.8M	0.0%	$240.41	—	SPONSORED ADR	653656108
FISV	FISERV INC	10,000	$1.796M	0.0%	$154.23	+7.0%	COM	337738108
AXON	AXON ENTERPRISE INC	4,459	$1.782M	0.0%	$191.84	+79.7%	COM	05464C101
TMUS	T-MOBILE US INC	8,591	$1.773M	0.0%	$163.58	+14.6%	COM	872590104
WELL	WELLTOWER INC	13,350	$1.709M	0.0%	$99.11	+14.9%	COM	95040Q104
MRK	MERCK & CO INC	14,899	$1.692M	0.0%	$120.70	-6.4%	COM	58933Y105
CVS	CVS HEALTH CORP	26,845	$1.688M	0.0%	$63.28	-12.8%	COM	126650100
ETR	ENTERGY CORP NEW	12,800	$1.685M	0.0%	$51.32	+10.3%	COM	29364G103
—	BARRICK GOLD CORP	80,670	$1.605M	0.0%	$18.01	—	COM	067901108
XOM	EXXON MOBIL CORP	13,609	$1.595M	0.0%	$107.35	+2.5%	COM	30231G102
VLTO	VERALTO CORP	14,195	$1.588M	0.0%	$74.59	+40.8%	COM SHS	92338C103
EXR	EXTRA SPACE STORAGE INC	8,741	$1.575M	0.0%	$142.63	+11.1%	COM	30225T102
HEI/A	HEICO CORP NEW	7,713	$1.572M	0.0%	$132.91	+42.4%	CL A	422806208
MO	ALTRIA GROUP INC	30,727	$1.568M	0.0%	$38.69	+17.7%	COM	02209S103
TXN	TEXAS INSTRS INC	7,505	$1.55M	0.0%	$149.63	+29.0%	COM	882508104
WPM	WHEATON PRECIOUS METALS CORP	25,348	$1.548M	0.0%	$52.29	+12.9%	COM	962879102
CHDN	CHURCHILL DOWNS INC	11,290	$1.527M	0.0%	$121.33	+13.2%	COM	171484108
WCN	WASTE CONNECTIONS INC	8,501	$1.52M	0.0%	$130.65	+37.5%	COM	94106B101
RVTY	REVVITY INC	11,808	$1.508M	0.0%	$117.32	-0.1%	COM	714046109
SE	SEA LTD	15,953	$1.504M	0.0%	$94.28	—	SPONSORD ADS	81141R100
TOST	TOAST INC	50,440	$1.428M	0.0%	$21.34	+18.8%	CL A	888787108
—	QIAGEN NV	31,195	$1.407M	0.0%	$42.80	—	SHS NEW	N72482149
KKR	KKR & CO INC	10,389	$1.357M	0.0%	$106.62	+10.1%	COM	48251W104
DRI	DARDEN RESTAURANTS INC	8,018	$1.316M	0.0%	$149.25	-2.5%	COM	237194105
EQT	EQT CORP	35,569	$1.303M	0.0%	$34.32	-2.7%	COM	26884L109
EOG	EOG RES INC	10,597	$1.303M	0.0%	$118.92	+1.2%	COM	26875P101
AMGN	AMGEN INC	3,855	$1.242M	0.0%	$279.32	+12.1%	COM	031162100
HDB	HDFC BANK LTD	19,262	$1.205M	0.0%	$65.17	—	SPONSORED ADS	40415F101
LUV	SOUTHWEST AIRLS CO	37,975	$1.125M	0.0%	$27.82	-3.5%	COM	844741108
APO	APOLLO GLOBAL MGMT INC	8,982	$1.122M	0.0%	$109.27	+3.7%	COM	03769M106
—	DISCOVER FINL SVCS	7,761	$1.089M	0.0%	$134.39	—	COM	254709108
KSPI	KASPI KZ JSC	10,127	$1.073M	0.0%	$105.99	—	SPONSORED ADS	48581R205
LECO	LINCOLN ELEC HLDGS INC	5,565	$1.069M	0.0%	$199.75	-4.0%	COM	533900106
UNP	UNION PAC CORP	4,292	$1.058M	0.0%	$231.59	+1.3%	COM	907818108
GLNG	GOLAR LNG LTD	27,717	$1.019M	0.0%	$22.65	+42.1%	SHS	G9456A100
RGLD	ROYAL GOLD INC	7,259	$1.018M	0.0%	$125.04	+9.4%	COM	780287108
PWR	QUANTA SVCS INC	3,397	$1.013M	0.0%	$250.08	+5.5%	COM	74762E102
FNV	FRANCO NEV CORP	7,958	$990K	0.0%	$120.80	+1.5%	COM	351858105
PCG	PG&E CORP	49,751	$984K	0.0%	$17.32	+7.0%	COM	69331C108
VICI	VICI PPTYS INC	29,297	$976K	0.0%	$27.12	+7.5%	COM	925652109
ORCL	ORACLE CORP	5,719	$975K	0.0%	$123.40	+15.9%	COM	68389X105
ARMK	ARAMARK	24,934	$966K	0.0%	$31.87	+8.7%	COM	03852U106
ZTO	ZTO EXPRESS CAYMAN INC	38,938	$964K	0.0%	$22.97	—	SPONSORED ADS A	98980A105
TFII	TFI INTL INC	6,866	$940K	0.0%	$116.49	+26.7%	COM	87241L109
GM	GENERAL MTRS CO	20,148	$903K	0.0%	$44.76	+2.1%	COM	37045V100
URI	UNITED RENTALS INC	1,084	$878K	0.0%	$685.33	+3.7%	COM	911363109
OWL	BLUE OWL CAPITAL INC	44,566	$863K	0.0%	$17.75	+0.6%	COM CL A	09581B103
MOH	MOLINA HEALTHCARE INC	2,492	$859K	0.0%	$341.76	-3.5%	COM	60855R100
JKHY	HENRY JACK & ASSOC INC	4,529	$800K	0.0%	$160.56	+3.4%	COM	426281101
G	GENPACT LIMITED	19,464	$763K	0.0%	$38.44	-7.6%	SHS	G3922B107
PGR	PROGRESSIVE CORP	2,951	$749K	0.0%	$200.24	+6.9%	COM	743315103
STLA	STELLANTIS N.V	53,887	$746K	0.0%	$27.67	—	SHS	N82405106
NSC	NORFOLK SOUTHN CORP	2,928	$728K	0.0%	$219.63	+6.1%	COM	655844108
COF	CAPITAL ONE FINL CORP	4,718	$706K	0.0%	$135.69	+3.1%	COM	14040H105
PAYX	PAYCHEX INC	4,949	$664K	0.0%	$118.30	+3.1%	COM	704326107
AXP	AMERICAN EXPRESS CO	2,384	$647K	0.0%	$234.85	+4.4%	COM	025816109
BKR	BAKER HUGHES COMPANY	17,673	$639K	0.0%	$25.67	+33.0%	CL A	05722G100
ADBE	ADOBE INC	1,190	$616K	0.0%	$482.20	+13.7%	COM	00724F101
TJX	TJX COS INC NEW	5,189	$610K	0.0%	$103.17	+9.3%	COM	872540109
TEL	TE CONNECTIVITY PLC	3,910	$590K	0.0%	$146.90	0.0%	ORD SHS	G87052109
GRAB	GRAB HOLDINGS LIMITED	153,327	$583K	0.0%	$4.73	-28.0%	CLASS A ORD	G4124C109
CCI	CROWN CASTLE INC	4,897	$581K	0.0%	$97.56	+4.6%	COM	22822V101
CI	THE CIGNA GROUP	1,595	$553K	0.0%	$334.46	+0.2%	COM	125523100
FITB	FIFTH THIRD BANCORP	12,382	$530K	0.0%	$34.70	+11.2%	COM	316773100
NU	NU HLDGS LTD	38,675	$528K	0.0%	$11.64	+15.6%	ORD SHS CL A	G6683N103
ALB	ALBEMARLE CORP	5,549	$526K	0.0%	$86.31	0.0%	COM	012653101
—	WOLFSPEED INC	53,227	$516K	0.0%	$92.27	—	COM	977852102
HSY	HERSHEY CO	2,685	$515K	0.0%	$186.05	0.0%	COM	427866108
DHI	D R HORTON INC	2,643	$504K	0.0%	$145.73	+18.8%	COM	23331A109
KOS	KOSMOS ENERGY LTD	122,119	$492K	0.0%	$5.83	-16.5%	COM	500688106
DIS	DISNEY WALT CO	5,106	$491K	0.0%	$100.10	-9.5%	COM	254687106
FE	FIRSTENERGY CORP	10,834	$480K	0.0%	$37.32	+6.7%	COM	337932107
MOD	MODINE MFG CO	3,436	$456K	0.0%	$41.93	+163.6%	COM	607828100
—	LAM RESEARCH CORP	558	$455K	0.0%	$767.82	—	COM	512807108
PG	PROCTER AND GAMBLE CO	2,580	$447K	0.0%	$158.41	+3.7%	COM	742718109
CX	CEMEX SAB DE CV	72,887	$445K	0.0%	$6.02	—	SPON ADR NEW	151290889
RSG	REPUBLIC SVCS INC	2,198	$441K	0.0%	$189.47	+4.5%	COM	760759100
EWBC	EAST WEST BANCORP INC	5,328	$441K	0.0%	$72.88	+5.7%	COM	27579R104
VZ	VERIZON COMMUNICATIONS INC	9,614	$432K	0.0%	$37.11	+3.4%	COM	92343V104
ELV	ELEVANCE HEALTH INC	775	$403K	0.0%	$516.03	+0.9%	COM	036752103
DLTR	DOLLAR TREE INC	5,672	$399K	0.0%	$91.18	0.0%	COM	256746108
LII	LENNOX INTL INC	659	$398K	0.0%	$509.16	+10.5%	COM	526107107
KO	COCA COLA CO	5,314	$382K	0.0%	$65.65	0.0%	COM	191216100
BUD	ANHEUSER BUSCH INBEV SA/NV	5,387	$357K	0.0%	$55.30	—	SPONSORED ADR	03524A108
T	AT&T INC	15,252	$336K	0.0%	$16.85	+11.4%	COM	00206R102
UPS	UNITED PARCEL SERVICE INC	2,396	$327K	0.0%	$126.49	-4.7%	CL B	911312106
COO	COOPER COS INC	2,924	$323K	0.0%	$97.33	0.0%	COM	216648501
MSTR	MICROSTRATEGY INC	1,888	$318K	0.0%	$142.97	0.0%	CL A NEW	594972408
TFC	TRUIST FINL CORP	7,192	$308K	0.0%	$39.58	0.0%	COM	89832Q109
INTC	INTEL CORP	12,461	$292K	0.0%	$33.37	-25.4%	COM	458140100
NUE	NUCOR CORP	1,891	$284K	0.0%	$161.69	-9.2%	COM	670346105
CHD	CHURCH & DWIGHT CO INC	2,650	$278K	0.0%	$100.89	0.0%	COM	171340102
—	ALBEMARLE CORP	5,879	$265K	0.0%	$45.00	—	7.25% DEP SHS A	012653200
DOW	DOW INC	4,361	$238K	0.0%	$47.92	0.0%	COM	260557103
JCI	JOHNSON CTLS INTL PLC	2,616	$203K	0.0%	$68.96	0.0%	SHS	G51502105
MTN	VAIL RESORTS INC	1,153	$201K	0.0%	$178.91	0.0%	COM	91879Q109