Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
NVDA	NVIDIA CORPORATION	90,962,458	$14.37B	8.5%	$92.02	+36.7%	COM	67066G104
MSFT	MICROSOFT CORP	22,158,469	$11.02B	6.5%	$142.27	+203.9%	COM	594918104
AMZN	AMAZON COM INC	45,731,623	$10.03B	6.0%	$123.79	+59.9%	COM	023135106
META	META PLATFORMS INC	12,444,957	$9.185B	5.4%	$261.97	+135.4%	CL A	30303M102
NFLX	NETFLIX INC	5,617,176	$7.522B	4.5%	$38.57	+193.2%	COM	64110L106
AAPL	APPLE INC	32,412,407	$6.65B	3.9%	$116.89	+72.3%	COM	037833100
AVGO	BROADCOM INC	23,240,649	$6.406B	3.8%	$149.40	+44.5%	COM	11135F101
LLY	ELI LILLY & CO	5,447,636	$4.247B	2.5%	$282.29	+174.0%	COM	532457108
MA	MASTERCARD INCORPORATED	6,051,004	$3.4B	2.0%	$201.02	+174.3%	CL A	57636Q104
MELI	MERCADOLIBRE INC	1,235,240	$3.228B	1.9%	$1196.83	+95.1%	COM	58733R102
COST	COSTCO WHSL CORP NEW	3,169,194	$3.137B	1.9%	$289.44	+242.3%	COM	22160K105
CRWD	CROWDSTRIKE HLDGS INC	6,113,100	$3.113B	1.8%	$224.07	+93.5%	CL A	22788C105
SPOT	SPOTIFY TECHNOLOGY S A	3,910,788	$3.001B	1.8%	$467.06	+37.4%	SHS	L8681T102
CDNS	CADENCE DESIGN SYSTEM INC	9,338,102	$2.878B	1.7%	$221.53	+31.3%	COM	127387108
VRTX	VERTEX PHARMACEUTICALS INC	6,151,505	$2.739B	1.6%	$370.23	+24.5%	COM	92532F100
TSM	TAIWAN SEMICONDUCTOR MFG LTD	12,046,792	$2.728B	1.6%	$165.27	—	SPONSORED ADS	874039100
BA	BOEING CO	12,615,602	$2.643B	1.6%	$185.28	+1.9%	COM	097023105
V	VISA INC	7,368,920	$2.616B	1.6%	$114.36	+203.4%	COM CL A	92826C839
GOOGL	ALPHABET INC	14,818,272	$2.611B	1.5%	$122.50	+33.3%	CAP STK CL A	02079K305
DIS	DISNEY WALT CO	20,676,921	$2.564B	1.5%	$103.34	-0.5%	COM	254687106
TSLA	TESLA INC	7,888,116	$2.506B	1.5%	$212.67	+41.7%	COM	88160R101
NOW	SERVICENOW INC	2,376,714	$2.443B	1.4%	$128.68	+46.6%	COM	81762P102
WMT	WALMART INC	24,450,071	$2.391B	1.4%	$72.72	+30.3%	COM	931142103
GOOG	ALPHABET INC	12,384,379	$2.197B	1.3%	$121.46	+35.7%	CAP STK CL C	02079K107
CEG	CONSTELLATION ENERGY CORP	5,956,566	$1.923B	1.1%	$237.74	+11.0%	COM	21037T109
SNOW	SNOWFLAKE INC	8,000,667	$1.79B	1.1%	$195.15	-7.4%	CL A	833445109
GE	GE AEROSPACE	6,936,337	$1.785B	1.1%	$159.58	+37.0%	COM NEW	369604301
ISRG	INTUITIVE SURGICAL INC	3,122,390	$1.697B	1.0%	$324.68	+61.0%	COM NEW	46120E602
UBER	UBER TECHNOLOGIES INC	17,726,469	$1.654B	1.0%	$46.68	+76.4%	COM	90353T100
SHOP	SHOPIFY INC	11,519,610	$1.329B	0.8%	$102.86	-2.8%	CL A SUB VTG SHS	82509L107
NVO	NOVO-NORDISK A S	18,885,343	$1.303B	0.8%	$101.95	—	ADR	670100205
ORLY	OREILLY AUTOMOTIVE INC	14,116,976	$1.272B	0.8%	$88.99	+2.5%	COM	67103H107
HLT	HILTON WORLDWIDE HLDGS INC	4,631,719	$1.234B	0.7%	$212.86	+11.7%	COM	43300A203
TTD	THE TRADE DESK INC	14,267,457	$1.027B	0.6%	$72.31	-11.7%	COM CL A	88339J105
DXCM	DEXCOM INC	11,517,546	$1.005B	0.6%	$81.49	-3.8%	COM	252131107
EW	EDWARDS LIFESCIENCES CORP	11,670,991	$913M	0.5%	$70.96	+5.1%	COM	28176E108
RACE	FERRARI N V	1,841,200	$903M	0.5%	$431.73	+7.6%	COM	N3167Y103
APP	APPLOVIN CORP	2,504,180	$877M	0.5%	$296.82	+9.2%	COM CL A	03831W108
PGR	PROGRESSIVE CORP	3,226,560	$861M	0.5%	$195.93	+31.4%	COM	743315103
AZN	ASTRAZENECA PLC	12,167,365	$850M	0.5%	$66.25	—	SPONSORED ADR	046353108
DDOG	DATADOG INC	5,545,010	$745M	0.4%	$125.44	-11.7%	CL A COM	23804L103
SE	SEA LTD	4,266,600	$682M	0.4%	$142.14	—	SPONSORD ADS	81141R100
MCO	MOODYS CORP	1,345,306	$675M	0.4%	$349.96	+31.7%	COM	615369105
GS	GOLDMAN SACHS GROUP INC	950,708	$673M	0.4%	$299.85	+90.7%	COM	38141G104
TJX	TJX COS INC NEW	5,256,301	$649M	0.4%	$62.32	+102.0%	COM	872540109
TXN	TEXAS INSTRS INC	2,992,090	$621M	0.4%	$177.75	-2.0%	COM	882508104
ABNB	AIRBNB INC	4,501,151	$596M	0.4%	$155.96	-18.8%	COM CL A	009066101
NKE	NIKE INC	8,319,862	$591M	0.4%	$71.58	-17.5%	CL B	654106103
NU	NU HLDGS LTD	41,962,679	$576M	0.3%	$9.49	+26.1%	ORD SHS CL A	G6683N103
CRM	SALESFORCE INC	1,999,019	$545M	0.3%	$215.32	+23.6%	COM	79466L302
CAVA	CAVA GROUP INC	6,396,155	$539M	0.3%	$115.55	-26.2%	COM	148929102
LPLA	LPL FINL HLDGS INC	1,402,750	$526M	0.3%	$342.21	+2.4%	COM	50212V100
—	CYBERARK SOFTWARE LTD	1,261,041	$513M	0.3%	$234.13	—	SHS	M2682V108
AXON	AXON ENTERPRISE INC	613,731	$508M	0.3%	$583.82	+16.5%	COM	05464C101
SBUX	STARBUCKS CORP	5,512,982	$505M	0.3%	$100.99	-15.7%	COM	855244109
NI	NISOURCE INC	11,734,790	$473M	0.3%	$26.08	+48.0%	COM	65473P105
JPM	JPMORGAN CHASE & CO.	1,533,788	$445M	0.3%	$115.15	+119.4%	COM	46625H100
HUBS	HUBSPOT INC	794,677	$442M	0.3%	$585.13	+0.1%	COM	443573100
LNG	CHENIERE ENERGY INC	1,663,035	$405M	0.2%	$131.43	+76.2%	COM NEW	16411R208
TOST	TOAST INC	8,601,887	$381M	0.2%	$38.78	+1.4%	CL A	888787108
ABT	ABBOTT LABS	2,667,555	$363M	0.2%	$121.54	+7.5%	COM	002824100
NEE	NEXTERA ENERGY INC	4,941,249	$343M	0.2%	$60.04	+13.4%	COM	65339F101
KKR	KKR & CO INC	2,574,018	$342M	0.2%	$135.47	-13.9%	COM	48251W104
EMBJ	EMBRAER S.A.	5,941,202	$338M	0.2%	$46.10	—	SPONSORED ADS	29082A107
VST	VISTRA CORP	1,712,726	$332M	0.2%	$48.20	+205.9%	COM	92840M102
PNC	PNC FINL SVCS GROUP INC	1,630,661	$304M	0.2%	$132.73	+25.0%	COM	693475105
CNP	CENTERPOINT ENERGY INC	7,859,693	$289M	0.2%	$24.29	+50.4%	COM	15189T107
CVS	CVS HEALTH CORP	4,014,139	$277M	0.2%	$60.92	+5.4%	COM	126650100
MET	METLIFE INC	3,247,813	$261M	0.2%	$56.44	+34.3%	COM	59156R108
CSCO	CISCO SYS INC	3,489,029	$242M	0.1%	$45.06	+34.0%	COM	17275R102
WMB	WILLIAMS COS INC	3,847,974	$242M	0.1%	$30.13	+91.4%	COM	969457100
IOT	SAMSARA INC	6,054,741	$241M	0.1%	$46.70	-11.5%	COM CL A	79589L106
SO	SOUTHERN CO	2,565,858	$236M	0.1%	$72.38	+21.6%	COM	842587107
MRSH	MARSH & MCLENNAN COS INC	1,051,055	$230M	0.1%	$208.29	+7.2%	COM	571748102
BSX	BOSTON SCIENTIFIC CORP	2,115,002	$227M	0.1%	$85.04	+19.0%	COM	101137107
PH	PARKER-HANNIFIN CORP	323,697	$226M	0.1%	$376.56	+66.8%	COM	701094104
JCI	JOHNSON CTLS INTL PLC	2,124,125	$224M	0.1%	$74.66	+22.9%	SHS	G51502105
CB	CHUBB LIMITED	744,344	$216M	0.1%	$141.20	+103.2%	COM	H1467J104
GLPI	GAMING & LEISURE PPTYS INC	4,599,033	$215M	0.1%	$46.83	—	COM	36467J108
ONON	ON HLDG AG	4,090,779	$213M	0.1%	$44.12	+15.5%	NAMEN AKT A	H5919C104
SHEL	SHELL PLC	2,808,170	$198M	0.1%	$63.52	—	SPON ADS	780259305
XOM	EXXON MOBIL CORP	1,827,598	$197M	0.1%	$103.02	+1.5%	COM	30231G102
—	UNILEVER PLC	3,157,052	$193M	0.1%	$60.76	—	SPON ADR NEW	904767704
MMYT	MAKEMYTRIP LIMITED MAURITIUS	1,849,767	$181M	0.1%	$83.64	+20.6%	SHS	V5633W109
ETR	ENTERGY CORP NEW	2,129,300	$177M	0.1%	$62.09	+30.9%	COM	29364G103
FICO	FAIR ISAAC CORP	93,872	$172M	0.1%	$1437.40	+30.6%	COM	303250104
KEYS	KEYSIGHT TECHNOLOGIES INC	1,045,971	$171M	0.1%	$142.05	+7.3%	COM	49338L103
AMGN	AMGEN INC	604,774	$169M	0.1%	$270.41	+2.7%	COM	031162100
PFGC	PERFORMANCE FOOD GROUP CO	1,860,048	$163M	0.1%	$50.03	+66.5%	COM	71377A103
EGO	ELDORADO GOLD CORP NEW	7,990,223	$163M	0.1%	$15.26	+27.5%	COM	284902509
FOUR	SHIFT4 PMTS INC	1,636,924	$162M	0.1%	$59.72	+46.0%	CL A	82452J109
AEE	AMEREN CORP	1,671,527	$161M	0.1%	$70.43	+35.1%	COM	023608102
MKL	MARKEL GROUP INC	80,119	$160M	0.1%	$1411.99	+32.8%	COM	570535104
PCG	PG&E CORP	11,269,211	$157M	0.1%	$13.44	+20.2%	COM	69331C108
ARQT	ARCUTIS BIOTHERAPEUTICS INC	11,109,405	$156M	0.1%	$8.57	+63.7%	COM	03969K108
IDA	IDACORP INC	1,323,656	$153M	0.1%	$114.11	+1.5%	COM	451107106
AXS	AXIS CAP HLDGS LTD	1,450,136	$151M	0.1%	$54.52	+81.8%	SHS	G0692U109
RL	RALPH LAUREN CORP	534,443	$147M	0.1%	$139.58	+75.8%	CL A	751212101
ADI	ANALOG DEVICES INC	615,272	$146M	0.1%	$207.59	-0.7%	COM	032654105
ARGX	ARGENX SE	264,647	$146M	0.1%	$398.14	—	SPONSORED ADR	04016X101
MMM	3M CO	946,066	$144M	0.1%	$131.95	+7.0%	COM	88579Y101
CCK	CROWN HLDGS INC	1,365,574	$141M	0.1%	$85.28	+11.0%	COM	228368106
EWBC	EAST WEST BANCORP INC	1,372,407	$139M	0.1%	$61.02	+42.1%	COM	27579R104
PPL	PPL CORP	4,074,416	$138M	0.1%	$24.77	+37.4%	COM	69351T106
PEG	PUBLIC SVC ENTERPRISE GRP IN	1,619,831	$136M	0.1%	$76.22	+3.5%	COM	744573106
ADBE	ADOBE INC	351,764	$136M	0.1%	$145.07	+165.6%	COM	00724F101
PINS	PINTEREST INC	3,625,586	$130M	0.1%	$29.44	+3.1%	CL A	72352L106
CMS	CMS ENERGY CORP	1,852,146	$128M	0.1%	$32.12	+117.8%	COM	125896100
SRE	SEMPRA	1,681,245	$127M	0.1%	$67.67	+7.3%	COM	816851109
CVX	CHEVRON CORP NEW	887,625	$127M	0.1%	$130.33	+5.1%	COM	166764100
QTWO	Q2 HLDGS INC	1,342,772	$126M	0.1%	$39.86	+111.7%	COM	74736L109
IRT	INDEPENDENCE RLTY TR INC	6,926,454	$123M	0.1%	$15.44	—	COM	45378A106
UNH	UNITEDHEALTH GROUP INC	391,594	$122M	0.1%	$473.91	-20.9%	COM	91324P102
KEX	KIRBY CORP	1,045,674	$119M	0.1%	$71.16	+47.4%	COM	497266106
EVRG	EVERGY INC	1,709,576	$118M	0.1%	$50.91	+28.8%	COM	30034W106
GTES	GATES INDL CORP PLC	5,078,345	$117M	0.1%	$18.10	+11.4%	ORD SHS	G39108108
WTFC	WINTRUST FINL CORP	936,834	$116M	0.1%	$99.88	+14.8%	COM	97650W108
PLD	PROLOGIS INC.	1,098,140	$115M	0.1%	$107.96	-5.2%	COM	74340W103
CPT	CAMDEN PPTY TR	1,013,719	$114M	0.1%	$112.31	-0.2%	SH BEN INT	133131102
ALNY	ALNYLAM PHARMACEUTICALS INC	350,070	$114M	0.1%	$263.75	+4.9%	COM	02043Q107
GPOR	GULFPORT ENERGY CORP	565,194	$114M	0.1%	$182.32	+2.3%	COMMON SHARES	402635502
EXC	EXELON CORP	2,608,678	$113M	0.1%	$36.54	+19.2%	COM	30161N101
MTB	M & T BK CORP	583,241	$113M	0.1%	$173.45	-0.3%	COM	55261F104
ABBV	ABBVIE INC	609,176	$113M	0.1%	$119.67	+52.6%	COM	00287Y109
LOW	LOWES COS INC	497,628	$110M	0.1%	$219.51	+0.5%	COM	548661107
T	AT&T INC	3,790,340	$110M	0.1%	$16.43	+64.1%	COM	00206R102
XEL	XCEL ENERGY INC	1,587,218	$108M	0.1%	$52.57	+29.0%	COM	98389B100
CUZ	COUSINS PPTYS INC	3,535,111	$106M	0.1%	$28.97	—	COM NEW	222795502
GEV	GE VERNOVA INC	192,499	$102M	0.1%	$387.72	+7.3%	COM	36828A101
BURL	BURLINGTON STORES INC	437,783	$102M	0.1%	$182.52	+30.2%	COM	122017106
VSEC	VSE CORP	770,641	$101M	0.1%	$68.38	+81.8%	COM	918284100
TRN	TRINITY INDS INC	3,731,145	$101M	0.1%	$22.58	+10.4%	COM	896522109
TARS	TARSUS PHARMACEUTICALS INC	2,467,998	$99.98M	0.1%	$31.35	+43.5%	COM	87650L103
EHC	ENCOMPASS HEALTH CORP	793,237	$97.27M	0.1%	$97.28	+16.9%	COM	29261A100
CHDN	CHURCHILL DOWNS INC	956,941	$96.65M	0.1%	$124.78	-21.9%	COM	171484108
LIN	LINDE PLC	204,960	$96.16M	0.1%	$356.48	+26.9%	SHS	G54950103
AEP	AMERICAN ELEC PWR CO INC	922,578	$95.73M	0.1%	$83.57	+22.0%	COM	025537101
BAC	BANK AMERICA CORP	1,994,864	$94.4M	0.1%	$25.01	+65.7%	COM	060505104
ORCL	ORACLE CORP	426,706	$93.29M	0.1%	$159.87	+0.6%	COM	68389X105
CAT	CATERPILLAR INC	240,054	$93.19M	0.1%	$248.61	+33.1%	COM	149123101
ERO	ERO COPPER CORP	5,487,290	$92.65M	0.1%	$17.63	-23.4%	COM	296006109
DORM	DORMAN PRODS INC	744,400	$91.32M	0.1%	$102.37	+18.8%	COM	258278100
ACVA	ACV AUCTIONS INC	5,571,294	$90.37M	0.1%	$18.22	-14.6%	COM CL A	00091G104
CNM	CORE & MAIN INC	1,472,571	$88.87M	0.1%	$52.21	+2.4%	CL A	21874C102
TSEM	TOWER SEMICONDUCTOR LTD	1,962,231	$85.06M	0.1%	$27.76	+38.3%	SHS NEW	M87915274
NRG	NRG ENERGY INC	529,556	$85.04M	0.1%	$114.46	+14.4%	COM NEW	629377508
HLI	HOULIHAN LOKEY INC	469,653	$84.51M	0.1%	$157.93	+5.5%	CL A	441593100
INTA	INTAPP INC	1,631,528	$84.22M	0.0%	$32.94	+65.9%	COM	45827U109
MTSI	MACOM TECH SOLUTIONS HLDGS I	587,738	$84.22M	0.0%	$81.07	+44.1%	COM	55405Y100
SHAK	SHAKE SHACK INC	593,971	$83.51M	0.0%	$102.40	+6.4%	CL A	819047101
GNRC	GENERAC HLDGS INC	578,566	$82.86M	0.0%	$161.34	-24.4%	COM	368736104
ALSN	ALLISON TRANSMISSION HLDGS I	866,363	$82.3M	0.0%	$90.60	+5.8%	COM	01973R101
LRCX	LAM RESEARCH CORP	844,643	$82.22M	0.0%	$74.98	+5.2%	COM NEW	512807306
D	DOMINION ENERGY INC	1,451,982	$82.07M	0.0%	$50.30	+5.7%	COM	25746U109
TOL	TOLL BROTHERS INC	713,818	$81.47M	0.0%	$100.77	+3.0%	COM	889478103
LADR	LADDER CAP CORP	7,493,528	$80.56M	0.0%	$10.74	—	CL A	505743104
KFY	KORN FERRY	1,094,115	$80.23M	0.0%	$59.94	+8.9%	COM NEW	500643200
HURN	HURON CONSULTING GROUP INC	581,397	$79.97M	0.0%	$75.16	+89.0%	COM	447462102
—	VERONA PHARMA PLC	839,159	$79.37M	0.0%	$27.37	—	SPONSORED ADS	925050106
UNP	UNION PAC CORP	337,035	$77.55M	0.0%	$201.94	+8.2%	COM	907818108
—	PINNACLE FINL PARTNERS INC	686,744	$75.82M	0.0%	$63.18	—	COM	72346Q104
TXRH	TEXAS ROADHOUSE INC	402,049	$75.35M	0.0%	$139.42	+27.4%	COM	882681109
RTX	RTX CORPORATION	515,024	$75.2M	0.0%	$101.51	+29.8%	COM	75513E101
AAMI	ACADIAN ASSET MANAGEMENT INC	2,091,091	$73.69M	0.0%	$22.74	+27.8%	COM	10948W103
BABA	ALIBABA GROUP HLDG LTD	642,239	$72.84M	0.0%	$132.23	—	SPONSORED ADS	01609W102
INSM	INSMED INC	715,606	$72.02M	0.0%	$37.94	+101.5%	COM PAR $.01	457669307
GILD	GILEAD SCIENCES INC	647,337	$71.77M	0.0%	$104.39	0.0%	COM	375558103
NBIX	NEUROCRINE BIOSCIENCES INC	570,868	$71.75M	0.0%	$119.90	-4.4%	COM	64125C109
DTE	DTE ENERGY CO	537,366	$71.18M	0.0%	$77.98	+68.4%	COM	233331107
RBLX	ROBLOX CORP	675,899	$71.1M	0.0%	$78.55	0.0%	CL A	771049103
HFWA	HERITAGE FINL CORP WASH	2,977,315	$70.98M	0.0%	$21.65	+6.3%	COM	42722X106
OPCH	OPTION CARE HEALTH INC	2,138,248	$69.45M	0.0%	$32.20	+0.3%	COM NEW	68404L201
RYAN	RYAN SPECIALTY HOLDINGS INC	1,000,807	$68.04M	0.0%	$49.56	+39.3%	CL A	78351F107
PR	PERMIAN RESOURCES CORP	4,992,305	$68M	0.0%	$13.99	-8.1%	CLASS A COM	71424F105
ATO	ATMOS ENERGY CORP	437,881	$67.48M	0.0%	$133.45	+14.7%	COM	049560105
SAP	SAP SE	221,349	$67.31M	0.0%	$284.48	—	SPON ADR	803054204
TMO	THERMO FISHER SCIENTIFIC INC	165,992	$67.3M	0.0%	$417.06	0.0%	COM	883556102
NTRA	NATERA INC	394,416	$66.63M	0.0%	$78.76	+97.9%	COM	632307104
DPZ	DOMINOS PIZZA INC	146,676	$66.09M	0.0%	$412.03	+12.7%	COM	25754A201
GM	GENERAL MTRS CO	1,330,044	$65.45M	0.0%	$39.01	+20.7%	COM	37045V100
CPK	CHESAPEAKE UTILS CORP	540,199	$64.94M	0.0%	$97.17	+27.4%	COM	165303108
LNN	LINDSAY CORP	450,121	$64.93M	0.0%	$129.99	+1.7%	COM	535555106
EXE	EXPAND ENERGY CORPORATION	554,214	$64.81M	0.0%	$90.08	+21.1%	COM	165167735
OLED	UNIVERSAL DISPLAY CORP	415,853	$64.23M	0.0%	$159.31	-12.9%	COM	91347P105
GFL	GFL ENVIRONMENTAL INC	1,267,654	$63.97M	0.0%	$27.85	+76.2%	SUB VTG SHS	36168Q104
TTWO	TAKE-TWO INTERACTIVE SOFTWAR	262,463	$63.74M	0.0%	$143.65	+56.8%	COM	874054109
PG	PROCTER AND GAMBLE CO	394,633	$62.87M	0.0%	$123.30	+30.4%	COM	742718109
UE	URBAN EDGE PPTYS	3,277,304	$61.15M	0.0%	$18.44	—	COM	91704F104
KTB	KONTOOR BRANDS INC	903,488	$59.6M	0.0%	$51.29	+26.0%	COM	50050N103
MCD	MCDONALDS CORP	203,327	$59.41M	0.0%	$221.87	+36.8%	COM	580135101
RNST	RENASANT CORP	1,646,628	$59.16M	0.0%	$34.92	-4.5%	COM	75970E107
ENB	ENBRIDGE INC	1,303,071	$59.13M	0.0%	$32.97	+32.8%	COM	29250N105
IBM	INTERNATIONAL BUSINESS MACHS	199,748	$58.88M	0.0%	$151.68	+67.3%	COM	459200101
EBC	EASTERN BANKSHARES INC	3,855,976	$58.88M	0.0%	$14.42	+1.9%	COM	27627N105
PLYM	PLYMOUTH INDL REIT INC	3,645,335	$58.54M	0.0%	$21.24	—	COM	729640102
FTI	TECHNIPFMC PLC	1,698,409	$58.49M	0.0%	$19.13	+57.1%	COM	G87110105
GLDD	GREAT LAKES DREDGE & DOCK CO	4,793,838	$58.44M	0.0%	$8.31	+25.1%	COM	390607109
APO	APOLLO GLOBAL MGMT INC	410,016	$58.17M	0.0%	$96.03	+36.8%	COM	03769M106
XP	XP INC	2,837,056	$57.31M	0.0%	$13.77	+25.5%	CL A	G98239109
ESNT	ESSENT GROUP LTD	941,342	$57.17M	0.0%	$51.94	+10.6%	COM	G3198U102
CRNX	CRINETICS PHARMACEUTICALS IN	1,987,118	$57.15M	0.0%	$26.25	+17.6%	COM	22663K107
MRX	MAREX GROUP PLC	1,428,654	$56.39M	0.0%	$23.63	+74.3%	ORD	G5S37H101
AVPT	AVEPOINT INC	2,908,473	$56.16M	0.0%	$16.94	+2.3%	COM CL A	053604104
HAYW	HAYWARD HLDGS INC	4,030,965	$55.63M	0.0%	$12.46	+8.2%	COM	421298100
TFC	TRUIST FINL CORP	1,293,147	$55.59M	0.0%	$35.22	+7.9%	COM	89832Q109
DOCU	DOCUSIGN INC	708,149	$55.16M	0.0%	$85.59	-5.5%	COM	256163106
NOC	NORTHROP GRUMMAN CORP	108,823	$54.41M	0.0%	$478.15	+1.7%	COM	666807102
SKWD	SKYWARD SPECIALTY INS GROUP	940,913	$54.38M	0.0%	$27.38	+110.7%	COM	830940102
NAMS	NEWAMSTERDAM PHARMA COMPANY	2,946,103	$53.35M	0.0%	$20.94	-12.9%	ORDINARY SHARES	N62509109
RNR	RENAISSANCERE HLDGS LTD	218,884	$53.17M	0.0%	$168.45	+43.9%	COM	G7496G103
BOOT	BOOT BARN HLDGS INC	347,343	$52.8M	0.0%	$112.68	+17.8%	COM	099406100
AME	AMETEK INC	284,873	$51.55M	0.0%	$120.44	+42.2%	COM	031100100
GEHC	GE HEALTHCARE TECHNOLOGIES I	694,476	$51.44M	0.0%	$81.11	-14.3%	COMMON STOCK	36266G107
MNDY	MONDAY COM LTD	162,872	$51.22M	0.0%	$251.16	+10.8%	SHS	M7S64H106
DELL	DELL TECHNOLOGIES INC	410,424	$50.32M	0.0%	$69.03	+46.8%	CL C	24703L202
ABCB	AMERIS BANCORP	777,107	$50.28M	0.0%	$61.27	-4.1%	COM	03076K108
SPT	SPROUT SOCIAL INC	2,392,450	$50.03M	0.0%	$57.63	-63.2%	COM CL A	85209W109
PAYC	PAYCOM SOFTWARE INC	215,443	$49.85M	0.0%	$235.94	0.0%	COM	70432V102
CWST	CASELLA WASTE SYS INC	432,039	$49.85M	0.0%	$82.88	+39.4%	CL A	147448104
LOAR	LOAR HOLDINGS INC	575,552	$49.6M	0.0%	$86.55	0.0%	COM SHS	53947R105
COR	CENCORA INC	163,544	$49.04M	0.0%	$286.82	0.0%	COM	03073E105
DUK	DUKE ENERGY CORP NEW	413,178	$48.76M	0.0%	$115.43	0.0%	COM NEW	26441C204
PCOR	PROCORE TECHNOLOGIES INC	712,015	$48.72M	0.0%	$66.72	-2.1%	COM	74275K108
AEM	AGNICO EAGLE MINES LTD	406,579	$48.35M	0.0%	$47.52	+142.4%	COM	008474108
CHEF	CHEFS WHSE INC	752,208	$48M	0.0%	$35.87	+65.6%	COM	163086101
RUSHA	RUSH ENTERPRISES INC	923,847	$47.59M	0.0%	$56.05	-9.4%	CL A	781846209
NSA	NATIONAL STORAGE AFFILIATES	1,485,145	$47.51M	0.0%	$35.79	—	COM SHS BEN IN	637870106
EPAC	ENERPAC TOOL GROUP CORP	1,170,797	$47.49M	0.0%	$25.10	+67.6%	CL A COM	292765104
ELAN	ELANCO ANIMAL HEALTH INC	3,234,717	$46.19M	0.0%	$12.50	-6.5%	COM	28414H103
APLS	APELLIS PHARMACEUTICALS INC	2,661,823	$46.08M	0.0%	$35.51	-47.9%	COM	03753U106
IRTC	IRHYTHM TECHNOLOGIES INC	297,492	$45.8M	0.0%	$107.27	+20.5%	COM	450056106
CCJ	CAMECO CORP	616,236	$45.74M	0.0%	$30.98	+71.9%	COM	13321L108
PCVX	VAXCYTE INC	1,399,299	$45.49M	0.0%	$41.44	-20.9%	COM	92243G108
BZ	KANZHUN LIMITED	2,545,652	$45.41M	0.0%	$18.64	—	SPONSORED ADS	48553T106
FIBK	FIRST INTST BANCSYSTEM INC	1,555,385	$44.83M	0.0%	$26.35	-2.7%	COM	32055Y201
CBRE	CBRE GROUP INC	319,215	$44.73M	0.0%	$106.11	+19.2%	CL A	12504L109
WCC	WESCO INTL INC	239,431	$44.34M	0.0%	$182.62	-10.2%	COM	95082P105
TLN	TALEN ENERGY CORP	150,886	$43.87M	0.0%	$154.95	+53.1%	COM	87422Q109
PWR	QUANTA SVCS INC	115,626	$43.72M	0.0%	$255.70	+25.4%	COM	74762E102
WRBY	WARBY PARKER INC	1,992,921	$43.7M	0.0%	$15.63	+18.2%	CL A COM	93403J106
LNC	LINCOLN NATL CORP IND	1,262,613	$43.69M	0.0%	$31.54	0.0%	COM	534187109
LNT	ALLIANT ENERGY CORP	721,531	$43.63M	0.0%	$58.81	+2.2%	COM	018802108
ZWS	ZURN ELKAY WATER SOLNS CORP	1,179,732	$43.14M	0.0%	$31.48	+8.5%	COM	98983L108
EQT	EQT CORP	738,914	$43.09M	0.0%	$44.17	+21.3%	COM	26884L109
FUTU	FUTU HLDGS LTD	345,953	$42.76M	0.0%	$102.35	—	SPON ADS CL A	36118L106
A	AGILENT TECHNOLOGIES INC	361,961	$42.72M	0.0%	$135.35	-18.5%	COM	00846U101
AVNT	AVIENT CORPORATION	1,310,041	$42.33M	0.0%	$31.43	+7.6%	COM	05368V106
PEP	PEPSICO INC	318,553	$42.06M	0.0%	$149.65	-12.4%	COM	713448108
MC	MOELIS & CO	671,431	$41.84M	0.0%	$58.26	-6.9%	CL A	60786M105
GLW	CORNING INC	791,875	$41.64M	0.0%	$44.45	+4.2%	COM	219350105
DHR	DANAHER CORPORATION	205,229	$40.54M	0.0%	$216.97	-11.0%	COM	235851102
MOFG	MIDWESTONE FINL GROUP INC NE	1,395,623	$40.15M	0.0%	$28.42	-0.7%	COM	598511103
MPLX	MPLX LP	768,631	$39.59M	0.0%	$30.47	—	COM UNIT REP LTD	55336V100
BX	BLACKSTONE INC	260,365	$38.95M	0.0%	$121.59	+11.1%	COM	09260D107
NET	CLOUDFLARE INC	196,750	$38.53M	0.0%	$145.18	0.0%	CL A COM	18915M107
LFST	LIFESTANCE HEALTH GROUP INC	7,265,249	$37.56M	0.0%	$7.20	-16.8%	COM	53228F101
TRP	TC ENERGY CORP	765,680	$37.41M	0.0%	$42.86	+13.1%	COM	87807B107
GH	GUARDANT HEALTH INC	715,467	$37.23M	0.0%	$44.66	0.0%	COM	40131M109
RBC	RBC BEARINGS INC	96,742	$37.23M	0.0%	$313.86	+12.5%	COM	75524B104
TME	TENCENT MUSIC ENTMT GROUP	1,907,995	$37.19M	0.0%	$13.09	—	SPON ADS	88034P109
MPWR	MONOLITHIC PWR SYS INC	50,684	$37.07M	0.0%	$796.00	-20.4%	COM	609839105
WGS	GENEDX HOLDINGS CORP	397,896	$36.73M	0.0%	$78.63	-0.2%	COM CL A	81663L200
RVTY	REVVITY INC	377,902	$36.55M	0.0%	$108.41	-13.2%	COM	714046109
KYMR	KYMERA THERAPEUTICS INC	825,025	$36M	0.0%	$37.93	-9.2%	COM	501575104
INN	SUMMIT HOTEL PPTYS INC	6,957,732	$35.41M	0.0%	$8.34	—	COM	866082100
HBM	HUDBAY MINERALS INC	3,281,836	$34.85M	0.0%	$6.71	+24.2%	COM	443628102
WAY	WAYSTAR HLDG CORP	849,677	$34.73M	0.0%	$27.22	+41.5%	COM	946784105
GGAL	GRUPO FINANCIERO GALICIA S.A	683,645	$34.45M	0.0%	$42.53	—	SPONSORED ADR	399909100
PODD	INSULET CORP	108,354	$34.04M	0.0%	$239.88	+20.3%	COM	45784P101
DD	DUPONT DE NEMOURS INC	487,570	$33.44M	0.0%	$30.08	-9.2%	COM	26614N102
EFSC	ENTERPRISE FINL SVCS CORP	605,723	$33.38M	0.0%	$42.46	+20.9%	COM	293712105
ASGN	ASGN INC	665,882	$33.25M	0.0%	$87.80	-37.8%	COM	00191U102
PNW	PINNACLE WEST CAP CORP	368,843	$33M	0.0%	$84.97	+5.1%	COM	723484101
HRI	HERC HLDGS INC	249,388	$32.84M	0.0%	$142.22	-16.2%	COM	42704L104
RRX	REGAL REXNORD CORPORATION	226,428	$32.82M	0.0%	$147.31	-14.9%	COM	758750103
ANET	ARISTA NETWORKS INC	315,411	$32.27M	0.0%	$102.84	-15.9%	COM SHS	040413205
WAL	WESTERN ALLIANCE BANCORP	412,354	$32.16M	0.0%	$45.71	+54.6%	COM	957638109
HEI	HEICO CORP NEW	95,596	$31.36M	0.0%	$143.24	+93.1%	COM	422806109
TNDM	TANDEM DIABETES CARE INC	1,658,942	$30.92M	0.0%	$26.46	-25.1%	COM NEW	875372203
ESI	ELEMENT SOLUTIONS INC	1,334,431	$30.22M	0.0%	$25.84	-19.6%	COM	28618M106
EQIX	EQUINIX INC	37,650	$29.95M	0.0%	$837.33	-0.2%	COM	29444U700
RSKD	RISKIFIED LTD	5,886,511	$29.37M	0.0%	$5.30	-9.8%	SHS CL A	M8216R109
—	BROOKLINE BANCORP INC DEL	2,721,165	$28.71M	0.0%	$10.77	—	COM	11373M107
KMI	KINDER MORGAN INC DEL	972,541	$28.59M	0.0%	$24.35	+9.9%	COM	49456B101
ROAD	CONSTRUCTION PARTNERS INC	267,898	$28.47M	0.0%	$28.47	+228.2%	COM CL A	21044C107
CRGY	CRESCENT ENERGY COMPANY	3,288,007	$28.28M	0.0%	$12.26	-30.9%	CL A COM	44952J104
WWD	WOODWARD INC	115,091	$28.21M	0.0%	$203.79	0.0%	COM	980745103
WHD	CACTUS INC	633,002	$27.67M	0.0%	$37.49	+11.3%	CL A	127203107
PI	IMPINJ INC	248,994	$27.66M	0.0%	$114.42	-13.1%	COM	453204109
—	ASPEN INSURANCE HOLDINGS LTD	874,090	$27.51M	0.0%	$33.33	0.0%	ORD SHS CL A	G05384501
VRNS	VARONIS SYS INC	541,202	$27.47M	0.0%	$39.08	+16.4%	COM	922280102
TRGP	TARGA RES CORP	157,730	$27.46M	0.0%	$32.14	+415.1%	COM	87612G101
SCCO	SOUTHERN COPPER CORP	268,986	$27.21M	0.0%	$88.42	-1.5%	COM	84265V105
CCS	CENTURY CMNTYS INC	480,475	$27.06M	0.0%	$59.93	-7.6%	COM	156504300
EXAS	EXACT SCIENCES CORP	505,265	$26.85M	0.0%	$64.56	-21.3%	COM	30063P105
STVN	STEVANATO GROUP S P A	1,085,514	$26.52M	0.0%	$20.25	+11.4%	ORD SHS	T9224W109
HAS	HASBRO INC	358,228	$26.44M	0.0%	$62.24	-1.0%	COM	418056107
NOG	NORTHERN OIL & GAS INC	924,629	$26.21M	0.0%	$32.86	-18.1%	COM	665531307
TCOM	TRIP COM GROUP LTD	445,006	$26.1M	0.0%	$53.16	—	ADS	89677Q107
ET	ENERGY TRANSFER L P	1,436,216	$26.04M	0.0%	$11.34	—	COM UT LTD PTN	29273V100
FBNC	FIRST BANCORP N C	587,061	$25.88M	0.0%	$34.59	+15.5%	COM	318910106
UMH	UMH PPTYS INC	1,536,362	$25.8M	0.0%	$19.67	—	COM	903002103
UTZ	UTZ BRANDS INC	2,004,665	$25.16M	0.0%	$16.01	-18.3%	COM CL A	918090101
DTM	DT MIDSTREAM INC	228,720	$25.14M	0.0%	$57.61	+72.2%	COMMON STOCK	23345M107
SAIA	SAIA INC	91,400	$25.04M	0.0%	$227.02	+25.5%	COM	78709Y105
—	TOTALENERGIES SE	406,834	$24.98M	0.0%	$57.72	—	SPONSORED ADS	89151E109
CRCL	CIRCLE INTERNET GROUP INC	136,824	$24.8M	0.0%	$162.91	0.0%	COM CL A	172573107
ROK	ROCKWELL AUTOMATION INC	72,693	$24.15M	0.0%	$282.18	0.0%	COM	773903109
XYL	XYLEM INC	186,319	$24.1M	0.0%	$122.27	-1.7%	COM	98419M100
CHWY	CHEWY INC	551,166	$23.49M	0.0%	$39.84	0.0%	CL A	16679L109
PAGP	PLAINS GP HLDGS L P	1,205,037	$23.41M	0.0%	$13.31	—	LTD PARTNR INT A	72651A207
ZS	ZSCALER INC	74,561	$23.41M	0.0%	$249.30	0.0%	COM	98980G102
PBA	PEMBINA PIPELINE CORP	622,096	$23.37M	0.0%	$28.47	+31.1%	COM	706327103
BROS	DUTCH BROS INC	338,877	$23.17M	0.0%	$65.23	0.0%	CL A	26701L100
MIR	MIRION TECHNOLOGIES INC	1,072,089	$23.08M	0.0%	$13.66	+26.2%	COM CL A	60471A101
HESM	HESS MIDSTREAM LP	596,632	$22.98M	0.0%	$27.48	+29.3%	CL A SHS	428103105
BEKE	KE HLDGS INC	1,290,232	$22.89M	0.0%	$17.88	—	SPONSORED ADS	482497104
URI	UNITED RENTALS INC	30,355	$22.87M	0.0%	$665.35	0.0%	COM	911363109
TWST	TWIST BIOSCIENCE CORP	618,250	$22.75M	0.0%	$41.34	-16.4%	COM	90184D100
GDYN	GRID DYNAMICS HLDGS INC	1,966,828	$22.72M	0.0%	$16.48	-20.2%	CL A	39813G109
WES	WESTERN MIDSTREAM PARTNERS L	585,704	$22.67M	0.0%	$26.88	—	COM UNIT LP INT	958669103
EPD	ENTERPRISE PRODS PARTNERS L	725,211	$22.49M	0.0%	$27.01	—	COM	293792107
—	AVIDXCHANGE HOLDINGS INC	2,260,441	$22.13M	0.0%	$10.91	—	COM	05368X102
BWXT	BWX TECHNOLOGIES INC	152,487	$21.97M	0.0%	$78.02	+49.2%	COM	05605H100
XENE	XENON PHARMACEUTICALS INC	696,383	$21.8M	0.0%	$38.19	-14.6%	COM	98420N105
FIVE	FIVE BELOW INC	164,739	$21.61M	0.0%	$93.98	+3.6%	COM	33829M101
CTVA	CORTEVA INC	288,881	$21.53M	0.0%	$55.22	+19.8%	COM	22052L104
VEEV	VEEVA SYS INC	74,505	$21.46M	0.0%	$248.00	0.0%	CL A COM	922475108
OKE	ONEOK INC NEW	262,331	$21.41M	0.0%	$59.39	+35.8%	COM	682680103
PBH	PRESTIGE CONSMR HEALTHCARE I	267,943	$21.4M	0.0%	$55.77	+50.0%	COM	74112D101
AGI	ALAMOS GOLD INC NEW	790,525	$21M	0.0%	$25.04	+6.7%	COM CL A	011532108
APPF	APPFOLIO INC	90,171	$20.76M	0.0%	$218.45	-0.2%	COM CL A	03783C100
FLYW	FLYWIRE CORPORATION	1,772,180	$20.73M	0.0%	$21.96	-53.6%	COM VTG	302492103
ZLAB	ZAI LAB LTD	592,332	$20.71M	0.0%	$36.14	—	ADR	98887Q104
SITM	SITIME CORP	96,477	$20.56M	0.0%	$112.75	+60.3%	COM	82982T106
AM	ANTERO MIDSTREAM CORP	1,082,266	$20.51M	0.0%	$12.58	+36.4%	COM	03676B102
AUB	ATLANTIC UN BANKSHARES CORP	649,391	$20.31M	0.0%	$29.43	-5.6%	COM	04911A107
FTV	FORTIVE CORP	386,836	$20.17M	0.0%	$50.39	+3.6%	COM	34959J108
TDY	TELEDYNE TECHNOLOGIES INC	38,254	$19.6M	0.0%	$468.20	+3.0%	COM	879360105
WWW	WOLVERINE WORLD WIDE INC	1,083,962	$19.6M	0.0%	$14.51	+3.4%	COM	978097103
ILMN	ILLUMINA INC	200,207	$19.1M	0.0%	$123.98	-34.5%	COM	452327109
CELH	CELSIUS HLDGS INC	404,569	$18.77M	0.0%	$38.52	0.0%	COM NEW	15118V207
VERX	VERTEX INC	524,707	$18.54M	0.0%	$34.37	+10.7%	CL A	92538J106
AMT	AMERICAN TOWER CORP NEW	83,801	$18.52M	0.0%	$204.47	+2.9%	COM	03027X100
COHR	COHERENT CORP	204,253	$18.22M	0.0%	$75.66	-4.9%	COM	19247G107
PENN	PENN ENTERTAINMENT INC	951,554	$17M	0.0%	$18.08	-13.2%	COM	707569109
COO	COOPER COS INC	238,094	$16.94M	0.0%	$96.64	-20.8%	COM	216648501
MLYS	MINERALYS THERAPEUTICS INC	1,235,322	$16.71M	0.0%	$12.19	+18.9%	COM	603170101
WSO	WATSCO INC	36,771	$16.24M	0.0%	$385.17	+20.4%	COM	942622200
HXL	HEXCEL CORP NEW	284,271	$16.06M	0.0%	$62.53	-15.5%	COM	428291108
GDEN	GOLDEN ENTMT INC	543,982	$16.01M	0.0%	$35.53	-25.4%	COM	381013101
RSG	REPUBLIC SVCS INC	63,754	$15.72M	0.0%	$148.26	+65.3%	COM	760759100
CCOI	COGENT COMMUNICATIONS HLDGS	323,511	$15.6M	0.0%	$53.81	-9.5%	COM NEW	19239V302
CFLT	CONFLUENT INC	616,030	$15.36M	0.0%	$28.96	-22.2%	CLASS A COM	20717M103
FER	FERROVIAL SE	283,071	$15.1M	0.0%	$38.75	+25.1%	ORD SHS	N3168P101
CASY	CASEYS GEN STORES INC	29,175	$14.89M	0.0%	$459.22	0.0%	COM	147528103
SOBO	SOUTH BOW CORP	563,522	$14.64M	0.0%	$23.30	+7.1%	COM	83671M105
FRPT	FRESHPET INC	213,439	$14.51M	0.0%	$85.13	-8.2%	COM	358039105
RDNT	RADNET INC	251,763	$14.33M	0.0%	$57.53	-4.5%	COM	750491102
MTZ	MASTEC INC	81,830	$13.95M	0.0%	$133.51	+7.9%	COM	576323109
CRDO	CREDO TECHNOLOGY GROUP HOLDI	150,138	$13.9M	0.0%	$17.07	+241.7%	ORDINARY SHARES	G25457105
FANG	DIAMONDBACK ENERGY INC	99,184	$13.63M	0.0%	$103.07	+32.1%	COM	25278X109
SION	SIONNA THERAPEUTICS INC	752,800	$13.06M	0.0%	$16.34	-19.8%	COM	829401108
SRRK	SCHOLAR ROCK HLDG CORP	365,946	$12.96M	0.0%	$31.39	0.0%	COM	80706P103
STN	STANTEC INC	115,135	$12.54M	0.0%	$83.32	—	COM	85472N109
TTAN	SERVICETITAN INC	114,617	$12.28M	0.0%	$111.77	0.0%	SHS CL A	81764X103
NEO	NEOGENOMICS INC	1,663,905	$12.16M	0.0%	$14.60	-44.7%	COM NEW	64049M209
DSGX	DESCARTES SYS GROUP INC	116,415	$11.83M	0.0%	$66.22	+59.3%	COM	249906108
APGE	APOGEE THERAPEUTICS INC	270,366	$11.74M	0.0%	$35.96	+5.8%	COM	03770N101
TVTX	TRAVERE THERAPEUTICS INC	771,522	$11.42M	0.0%	$17.80	-6.9%	COM	89422G107
INTC	INTEL CORP	502,856	$11.26M	0.0%	$20.72	0.0%	COM	458140100
—	PG&E CORP	279,165	$10.5M	0.0%	$49.79	—	PFD CONV SER A	69331C306
IBN	ICICI BANK LIMITED	300,927	$10.12M	0.0%	$33.64	—	ADR	45104G104
ACWX	ISHARES TR	163,883	$9.987M	0.0%	$58.70	—	MSCI ACWI EX US	464288240
FA	FIRST ADVANTAGE CORP NEW	586,865	$9.748M	0.0%	$17.58	-8.2%	COM	31846B108
CSGP	COSTAR GROUP INC	118,153	$9.5M	0.0%	$84.53	-7.8%	COM	22160N109
BBCP	CONCRETE PUMPING HLDGS INC	1,510,735	$9.291M	0.0%	$6.47	-2.0%	COM	206704108
CABA	CABALETTA BIO INC	6,020,167	$9.151M	0.0%	$6.92	-77.5%	COM	12674W109
FCX	FREEPORT-MCMORAN INC	210,097	$9.108M	0.0%	$37.70	0.0%	CL B	35671D857
KNTK	KINETIK HOLDINGS INC	203,134	$8.948M	0.0%	$36.78	+19.4%	COM NEW CL A	02215L209
SNY	SANOFI	184,873	$8.931M	0.0%	$56.08	—	SPONSORED ADR	80105N105
IWF	ISHARES TR	21,025	$8.927M	0.0%	$333.39	—	RUS 1000 GRW ETF	464287614
POOL	POOL CORP	30,539	$8.901M	0.0%	$356.79	-16.1%	COM	73278L105
—	METSERA INC	312,290	$8.885M	0.0%	$27.22	—	COM	59267L107
SNPS	SYNOPSYS INC	17,205	$8.821M	0.0%	$465.46	+0.1%	COM	871607107
MMI	MARCUS & MILLICHAP INC	282,533	$8.677M	0.0%	$33.17	-9.2%	COM	566324109
VLO	VALERO ENERGY CORP	62,939	$8.46M	0.0%	$105.57	+15.8%	COM	91913Y100
HD	HOME DEPOT INC	22,865	$8.383M	0.0%	$271.05	+31.3%	COM	437076102
PANW	PALO ALTO NETWORKS INC	39,741	$8.133M	0.0%	$163.85	+13.3%	COM	697435105
FSLR	FIRST SOLAR INC	47,503	$7.864M	0.0%	$216.60	-31.8%	COM	336433107
MOS	MOSAIC CO NEW	215,008	$7.843M	0.0%	$31.40	0.0%	COM	61945C103
KO	COCA COLA CO	109,854	$7.772M	0.0%	$64.40	+8.4%	COM	191216100
AGRO	ADECOAGRO S A	847,914	$7.75M	0.0%	$8.35	+15.8%	COM	L00849106
CNI	CANADIAN NATL RY CO	74,289	$7.729M	0.0%	$107.39	-6.3%	COM	136375102
CAI	CARIS LIFE SCIENCES INC	286,624	$7.659M	0.0%	$26.95	0.0%	COM	142152107
VALE	VALE S A	763,691	$7.415M	0.0%	$10.83	—	SPONSORED ADS	91912E105
ACWI	ISHARES TR	56,957	$7.325M	0.0%	$115.99	—	MSCI ACWI ETF	464288257
VCYT	VERACYTE INC	265,873	$7.187M	0.0%	$33.20	-12.8%	COM	92337F107
BCE	BCE INC	322,075	$7.147M	0.0%	$39.40	-46.6%	COM NEW	05534B760
GTLS	CHART INDS INC	42,044	$6.923M	0.0%	$126.23	+16.4%	COM	16115Q308
DRI	DARDEN RESTAURANTS INC	29,655	$6.464M	0.0%	$159.70	+27.9%	COM	237194105
IE	IVANHOE ELECTRIC INC	691,478	$6.272M	0.0%	$13.52	-48.7%	COM	46578C108
XLE	SELECT SECTOR SPDR TR	71,346	$6.051M	0.0%	$81.25	—	ENERGY	81369Y506
INSP	INSPIRE MED SYS INC	45,439	$5.897M	0.0%	$190.34	-23.8%	COM	457730109
RRC	RANGE RES CORP	140,643	$5.72M	0.0%	$37.69	0.0%	COM	75281A109
XME	SPDR SERIES TRUST	81,590	$5.484M	0.0%	$45.13	—	S&P METALS MNG	78464A755
DAR	DARLING INGREDIENTS INC	143,137	$5.431M	0.0%	$47.05	-30.1%	COM	237266101
INTU	INTUIT	6,871	$5.412M	0.0%	$594.80	+13.4%	COM	461202103
APD	AIR PRODS & CHEMS INC	18,831	$5.311M	0.0%	$300.39	-10.7%	COM	009158106
SLSR	SOLARIS RES INC	1,043,391	$4.785M	0.0%	$3.45	+17.5%	COM NEW	83419D201
OMDA	OMADA HEALTH INC	250,250	$4.58M	0.0%	$17.31	0.0%	COM	68170A108
AXP	AMERICAN EXPRESS CO	14,153	$4.515M	0.0%	$229.03	+22.0%	COM	025816109
IIIV	I3 VERTICALS INC	160,259	$4.404M	0.0%	$25.07	0.0%	COM CL A	46571Y107
—	AKERO THERAPEUTICS INC	76,863	$4.101M	0.0%	$51.15	—	COM	00973Y108
ASML	ASML HOLDING N V	4,796	$3.844M	0.0%	$669.25	—	N Y REGISTRY SHS	N07059210
CHYM	CHIME FINL INC	109,116	$3.766M	0.0%	$32.95	0.0%	COM SHS CL A	16935C109
AMAT	APPLIED MATLS INC	19,730	$3.612M	0.0%	$132.65	+18.7%	COM	038222105
INDA	ISHARES TR	64,679	$3.601M	0.0%	$55.68	—	MSCI INDIA ETF	46429B598
—	BOEING CO	50,000	$3.4M	0.0%	$60.89	—	DEP CONV PFD A	097023204
BG	BUNGE GLOBAL SA	40,325	$3.237M	0.0%	$96.61	-20.2%	COM SHS	H11356104
SOLV	SOLVENTUM CORP	40,554	$3.076M	0.0%	$70.81	0.0%	COM SHS	83444M101
MLTX	MOONLAKE IMMUNOTHERAPEUTICS	62,318	$2.941M	0.0%	$40.73	0.0%	CLASS A ORD	61559X104
IT	GARTNER INC	7,274	$2.94M	0.0%	$307.18	+36.2%	COM	366651107
EPI	WISDOMTREE TR	59,079	$2.804M	0.0%	$50.46	—	INDIA ERNGS FD	97717W422
CP	CANADIAN PACIFIC KANSAS CITY	33,386	$2.654M	0.0%	$76.81	-0.3%	COM	13646K108
NXE	NEXGEN ENERGY LTD	379,576	$2.639M	0.0%	$7.46	-24.3%	COM	65340P106
MRVL	MARVELL TECHNOLOGY INC	32,866	$2.544M	0.0%	$74.46	-16.4%	COM	573874104
NGNE	NEUROGENE INC	167,563	$2.505M	0.0%	$26.05	-39.8%	COM	64135M105
WCN	WASTE CONNECTIONS INC	13,406	$2.503M	0.0%	$117.53	+63.5%	COM	94106B101
ARES	ARES MANAGEMENT CORPORATION	14,100	$2.442M	0.0%	$55.88	+177.8%	CL A COM STK	03990B101
—	CIDARA THERAPEUTICS INC	49,212	$2.397M	0.0%	$48.71	—	COM NEW	171757206
—	89BIO INC	234,190	$2.3M	0.0%	$9.82	—	COM	282559103
TXNM	TXNM ENERGY INC	40,253	$2.267M	0.0%	$53.18	+2.4%	COM	69349H107
NSC	NORFOLK SOUTHN CORP	8,850	$2.265M	0.0%	$227.90	+2.3%	COM	655844108
KMTS	KESTRA MED TECHNOLOGIES LTD	134,272	$2.226M	0.0%	$22.47	-2.8%	SHS	G52441105
DLR	DIGITAL RLTY TR INC	12,544	$2.187M	0.0%	$145.26	+10.3%	COM	253868103
TPH	TRI POINTE HOMES INC	67,848	$2.168M	0.0%	$31.50	-2.6%	COM	87265H109
CCI	CROWN CASTLE INC	20,292	$2.085M	0.0%	$89.13	+10.0%	COM	22822V101
CDP	COPT DEFENSE PROPERTIES	74,831	$2.064M	0.0%	$29.59	—	SHS BEN INT	22002T108
PAC	GRUPO AEROPUERTO DEL PACIFIC	8,903	$2.044M	0.0%	$229.62	—	SPON ADS B	400506101
MGRC	MCGRATH RENTCORP	17,577	$2.038M	0.0%	$115.48	-3.9%	COM	580589109
QURE	UNIQURE NV	140,060	$1.952M	0.0%	$13.45	0.0%	SHS	N90064101
CNO	CNO FINL GROUP INC	48,938	$1.888M	0.0%	$22.26	+69.1%	COM	12621E103
WING	WINGSTOP INC	5,572	$1.876M	0.0%	$295.94	0.0%	COM	974155103
LZM	LIFEZONE METALS LIMITED	452,817	$1.866M	0.0%	$9.55	-61.0%	ORD SHS	G5568L109
TILE	INTERFACE INC	88,693	$1.856M	0.0%	$20.58	-3.7%	COM	458665304
C	CITIGROUP INC	21,749	$1.851M	0.0%	$51.18	+39.1%	COM NEW	172967424
CPNG	COUPANG INC	59,660	$1.787M	0.0%	$25.62	0.0%	CL A	22266T109
DUOL	DUOLINGO INC	4,234	$1.736M	0.0%	$403.12	+8.8%	CL A COM	26603R106
AROC	ARCHROCK INC	69,451	$1.724M	0.0%	$22.64	+5.3%	COM	03957W106
VZ	VERIZON COMMUNICATIONS INC	36,139	$1.564M	0.0%	$39.38	+6.2%	COM	92343V104
NVMI	NOVA LTD	5,667	$1.56M	0.0%	$203.42	0.0%	COM	M7516K103
SITC	SITE CTRS CORP	137,492	$1.555M	0.0%	$12.73	—	COM	82981J851
NJR	NEW JERSEY RES CORP	34,065	$1.527M	0.0%	$45.64	-0.2%	COM	646025106
ALEX	ALEXANDER & BALDWIN INC NEW	83,018	$1.48M	0.0%	$17.66	—	COM	014491104
OII	OCEANEERING INTL INC	71,342	$1.478M	0.0%	$24.59	-21.6%	COM	675232102
NTGR	NETGEAR INC	50,066	$1.455M	0.0%	$24.44	+9.9%	COM	64111Q104
GFF	GRIFFON CORP	19,743	$1.429M	0.0%	$72.10	-4.1%	COM	398433102
BHE	BENCHMARK ELECTRS INC	36,429	$1.415M	0.0%	$42.08	-14.2%	COM	08160H101
SXC	SUNCOKE ENERGY INC	160,313	$1.377M	0.0%	$9.32	-6.9%	COM	86722A103
FIX	COMFORT SYS USA INC	2,535	$1.359M	0.0%	$327.64	+32.7%	COM	199908104
TGNA	TEGNA INC	81,061	$1.359M	0.0%	$17.78	-6.5%	COM	87901J105
MLI	MUELLER INDS INC	16,977	$1.349M	0.0%	$35.71	+109.8%	COM	624756102
VUG	VANGUARD INDEX FDS	3,060	$1.341M	0.0%	$393.79	—	GROWTH ETF	922908736
TT	TRANE TECHNOLOGIES PLC	3,016	$1.319M	0.0%	$196.47	+100.0%	SHS	G8994E103
BMY	BRISTOL-MYERS SQUIBB CO	28,247	$1.308M	0.0%	$48.30	-2.3%	COM	110122108
ESE	ESCO TECHNOLOGIES INC	6,647	$1.275M	0.0%	$154.75	+10.3%	COM	296315104
APAM	ARTISAN PARTNERS ASSET MGMT	28,443	$1.261M	0.0%	$37.40	-1.4%	CL A	04316A108
SANM	SANMINA CORPORATION	12,775	$1.25M	0.0%	$43.41	+90.3%	COM	801056102
BUR	BURFORD CAP LTD	87,070	$1.242M	0.0%	$13.03	0.0%	ORD SHS	G17977110
DOLE	DOLE PLC	84,417	$1.181M	0.0%	$14.34	-1.7%	ORD SHS	G27907107
EVTC	EVERTEC INC	31,681	$1.142M	0.0%	$34.59	+2.3%	COM	30040P103
MWA	MUELLER WTR PRODS INC	47,365	$1.139M	0.0%	$24.74	-0.9%	COM SER A	624758108
ADPT	ADAPTIVE BIOTECHNOLOGIES COR	95,772	$1.116M	0.0%	$7.10	+27.9%	COM	00650F109
ALKT	ALKAMI TECHNOLOGY INC	36,874	$1.111M	0.0%	$27.80	0.0%	COM	01644J108
ENVA	ENOVA INTL INC	9,855	$1.099M	0.0%	$79.68	+19.8%	COM	29357K103
—	MRC GLOBAL INC	77,316	$1.06M	0.0%	$12.61	—	COM	55345K103
DRS	LEONARDO DRS INC	22,748	$1.057M	0.0%	$28.67	+39.3%	COM	52661A108
FTDR	FRONTDOOR INC	17,831	$1.051M	0.0%	$33.15	+51.3%	COM	35905A109
OPLN	OPENLANE INC	42,903	$1.049M	0.0%	$20.64	+2.3%	COM	48238T109
ETN	EATON CORP PLC	2,904	$1.037M	0.0%	$303.08	+1.2%	SHS	G29183103
SFM	SPROUTS FMRS MKT INC	6,284	$1.035M	0.0%	$149.68	+9.2%	COM	85208M102
FCPT	FOUR CORNERS PPTY TR INC	36,912	$993K	0.0%	$27.80	—	COM	35086T109
PHM	PULTE GROUP INC	9,382	$989K	0.0%	$128.60	-22.1%	COM	745867101
KVYO	KLAVIYO INC	29,336	$985K	0.0%	$31.68	0.0%	COM SER A	49845K101
MAA	MID-AMER APT CMNTYS INC	6,490	$961K	0.0%	$152.87	-0.2%	COM	59522J103
PLAY	DAVE & BUSTERS ENTMT INC	31,893	$959K	0.0%	$23.68	-4.7%	COM	238337109
TKO	TKO GROUP HOLDINGS INC	5,222	$950K	0.0%	$159.12	0.0%	CL A	87256C101
MATX	MATSON INC	8,485	$945K	0.0%	$129.93	-16.6%	COM	57686G105
ENS	ENERSYS	10,908	$936K	0.0%	$96.67	-10.4%	COM	29275Y102
RDDT	REDDIT INC	6,156	$927K	0.0%	$123.45	-8.2%	CL A	75734B100
AVA	AVISTA CORP	24,424	$927K	0.0%	$36.90	+3.6%	COM	05379B107
VT	VANGUARD INTL EQUITY INDEX F	7,206	$926K	0.0%	$117.61	—	TT WRLD ST ETF	922042742
ALKS	ALKERMES PLC	31,761	$909K	0.0%	$29.76	0.0%	SHS	G01767105
OKTA	OKTA INC	8,998	$900K	0.0%	$106.80	0.0%	CL A	679295105
PRIM	PRIMORIS SVCS CORP	11,435	$891K	0.0%	$71.90	-5.7%	COM	74164F103
STRL	STERLING INFRASTRUCTURE INC	3,858	$890K	0.0%	$98.26	+77.7%	COM	859241101
FN	FABRINET	3,011	$887K	0.0%	$235.76	-5.5%	SHS	G3323L100
SKYW	SKYWEST INC	8,522	$878K	0.0%	$101.53	-6.4%	COM	830879102
ETD	ETHAN ALLEN INTERIORS INC	31,390	$874K	0.0%	$21.18	+20.0%	COM	297602104
BBNX	BETA BIONICS INC	59,185	$862K	0.0%	$18.64	-24.1%	COM	08659B102
EXLS	EXLSERVICE HOLDINGS INC	19,477	$853K	0.0%	$48.07	-4.9%	COM	302081104
RPC	P10 INC	83,241	$851K	0.0%	$12.60	-15.0%	COM CL A	69376K106
TBBB	BBB FOODS INC	30,514	$847K	0.0%	$28.14	0.0%	CL A COM	G0896C103
OUT	OUTFRONT MEDIA INC	51,836	$846K	0.0%	$16.14	—	COM NEW	69007J304
KURA	KURA ONCOLOGY INC	142,662	$823K	0.0%	$11.05	-44.6%	COM	50127T109
CENX	CENTURY ALUM CO	45,172	$814K	0.0%	$16.56	+2.5%	COM	156431108
PL	PLANET LABS PBC	132,662	$809K	0.0%	$3.10	+31.6%	COM CL A	72703X106
SNEX	STONEX GROUP INC	8,865	$808K	0.0%	$75.46	+12.1%	COM	861896108
KW	KENNEDY-WILSON HOLDINGS INC	118,510	$806K	0.0%	$10.39	-35.8%	COM	489398107
RKLB	ROCKET LAB CORP	22,041	$788K	0.0%	$24.48	0.0%	COM	773121108
ACIW	ACI WORLDWIDE INC	17,123	$786K	0.0%	$47.59	+3.3%	COM	004498101
ITRI	ITRON INC	5,885	$775K	0.0%	$88.69	+27.6%	COM	465741106
VEA	VANGUARD TAX-MANAGED FDS	13,274	$757K	0.0%	$57.01	—	VAN FTSE DEV MKT	921943858
CWAN	CLEARWATER ANALYTICS HLDGS I	34,261	$751K	0.0%	$23.01	0.0%	CL A	185123106
GTLB	GITLAB INC	16,510	$745K	0.0%	$54.99	-16.8%	CLASS A COM	37637K108
UPST	UPSTART HLDGS INC	11,382	$736K	0.0%	$62.07	-21.0%	COM	91680M107
TDOC	TELADOC HEALTH INC	84,370	$735K	0.0%	$8.28	-12.4%	COM	87918A105
—	STEELCASE INC	69,257	$722K	0.0%	$11.72	—	CL A	858155203
DEA	EASTERLY GOVT PPTYS INC	32,177	$714K	0.0%	$22.20	—	COM SHS	27616P301
UPWK	UPWORK INC	52,974	$712K	0.0%	$15.19	-5.5%	COM	91688F104
BCC	BOISE CASCADE CO DEL	7,888	$685K	0.0%	$130.57	-31.1%	COM	09739D100
ACT	ENACT HLDGS INC	18,216	$677K	0.0%	$33.37	+4.9%	COM	29249E109
DXPE	DXP ENTERPRISES INC	7,719	$677K	0.0%	$92.28	-9.7%	COM NEW	233377407
BIPC	BROOKFIELD INFRASTRUCTURE CO	16,037	$667K	0.0%	$40.13	-6.6%	COM SUB VTG A	11276H106
VAL	VALARIS LTD	15,604	$657K	0.0%	$60.88	-38.2%	CL A	G9460G101
AMRX	AMNEAL PHARMACEUTICALS INC	78,548	$635K	0.0%	$8.27	-8.9%	COM STK CL A	03168L105
—	CHAMPIONX CORPORATION	25,510	$634K	0.0%	$24.84	—	COM	15872M104
CVLT	COMMVAULT SYS INC	3,633	$633K	0.0%	$143.09	+19.3%	COM	204166102
SKY	CHAMPION HOMES INC	10,100	$632K	0.0%	$90.05	-13.6%	COM	830830105
—	NEXTERA ENERGY INC	15,911	$632K	0.0%	$50.19	—	UNIT 09/01/2025	65339F713
NMIH	NMI HLDGS INC	14,581	$615K	0.0%	$37.57	0.0%	COM	629209305
ARM	ARM HOLDINGS PLC	3,616	$585K	0.0%	$148.82	—	SPONSORED ADS	042068205
HALO	HALOZYME THERAPEUTICS INC	11,190	$582K	0.0%	$51.28	+11.0%	COM	40637H109
WM	WASTE MGMT INC DEL	2,509	$574K	0.0%	$184.95	+24.2%	COM	94106L109
CWT	CALIFORNIA WTR SVC GROUP	12,439	$566K	0.0%	$48.65	-3.9%	COM	130788102
EMBC	EMBECTA CORP	55,193	$535K	0.0%	$14.02	-22.3%	COMMON STOCK	29082K105
PLAB	PHOTRONICS INC	28,040	$528K	0.0%	$18.72	0.0%	COM	719405102
MGY	MAGNOLIA OIL & GAS CORP	23,147	$520K	0.0%	$25.50	-13.2%	CL A	559663109
NVCR	NOVOCURE LTD	29,010	$516K	0.0%	$22.71	-23.3%	ORD SHS	G6674U108
NXT	NEXTRACKER INC	9,278	$504K	0.0%	$35.68	+40.6%	CLASS A COM	65290E101
IONQ	IONQ INC	11,408	$490K	0.0%	$33.51	0.0%	COM	46222L108
BKD	BROOKDALE SR LIVING INC	69,159	$481K	0.0%	$6.50	0.0%	COM	112463104
LNTH	LANTHEUS HLDGS INC	5,776	$473K	0.0%	$93.52	-6.1%	COM	516544103
LTH	LIFE TIME GROUP HOLDINGS INC	15,558	$472K	0.0%	$29.66	0.0%	COMMON STOCK	53190C102
AUR	AURORA INNOVATION INC	88,743	$465K	0.0%	$7.07	-11.3%	CLASS A COM	051774107
ASO	ACADEMY SPORTS & OUTDOORS IN	10,351	$464K	0.0%	$41.14	0.0%	COM	00402L107
DOCN	DIGITALOCEAN HLDGS INC	15,926	$455K	0.0%	$29.20	0.0%	COM	25402D102
HUBB	HUBBELL INC	1,097	$448K	0.0%	$420.50	-12.6%	COM	443510607
—	NEXTERA ENERGY INC	10,076	$446K	0.0%	$45.60	—	UNIT 11/01/2027	65339F119
AI	C3 AI INC	17,374	$427K	0.0%	$22.86	0.0%	CL A	12468P104
ODD	ODDITY TECH LTD	5,608	$423K	0.0%	$60.97	0.0%	SHS CL A	M7518J104
EAT	BRINKER INTL INC	2,315	$417K	0.0%	$156.94	0.0%	COM	109641100
RUN	SUNRUN INC	50,753	$415K	0.0%	$7.86	0.0%	COM	86771W105
ACHR	ARCHER AVIATION INC	34,170	$371K	0.0%	$9.36	0.0%	COM CL A	03945R102
VSCO	VICTORIAS SECRET AND CO	19,929	$369K	0.0%	$19.55	0.0%	COMMON STOCK	926400102
UTI	UNIVERSAL TECHNICAL INST INC	10,827	$367K	0.0%	$31.39	0.0%	COM	913915104
SEI	SOLARIS ENERGY INFRAS INC	12,593	$356K	0.0%	$23.34	0.0%	COM CL A	83418M103
ANDE	ANDERSONS INC	9,674	$356K	0.0%	$36.11	0.0%	COM	034164103
HLF	HERBALIFE LTD	41,149	$355K	0.0%	$7.43	0.0%	COM SHS	G4412G101
PCT	PURECYCLE TECHNOLOGIES INC	25,572	$350K	0.0%	$8.85	0.0%	COM	74623V103
MDY	SPDR S&P MIDCAP 400 ETF TR	611	$346K	0.0%	$536.78	—	UTSER1 S&PDCRP	78467Y107
CDE	COEUR MNG INC	39,028	$346K	0.0%	$6.17	+18.0%	COM NEW	192108504
SCI	SERVICE CORP INTL	4,198	$342K	0.0%	$78.34	-0.3%	COM	817565104
HCSG	HEALTHCARE SVCS GROUP INC	22,635	$340K	0.0%	$13.26	0.0%	COM	421906108
HSY	HERSHEY CO	2,047	$340K	0.0%	$182.13	-11.3%	COM	427866108
MAR	MARRIOTT INTL INC NEW	1,165	$318K	0.0%	$160.35	+55.4%	CL A	571903202
SOUN	SOUNDHOUND AI INC	29,186	$313K	0.0%	$9.42	0.0%	CLASS A COM	836100107
OPEN	OPENDOOR TECHNOLOGIES INC	535,988	$286K	0.0%	$0.75	0.0%	COM	683712103
FSV	FIRSTSERVICE CORP NEW	1,478	$258K	0.0%	$183.37	-6.0%	COM	33767E202
FROG	JFROG LTD	5,866	$257K	0.0%	$38.00	0.0%	ORD SHS	M6191J100
STWD	STARWOOD PPTY TR INC	11,731	$235K	0.0%	$21.27	—	COM	85571B105
ROST	ROSS STORES INC	1,819	$232K	0.0%	$120.83	+14.0%	COM	778296103
RNW	RENEW ENERGY GLOBAL PLC	17,102	$118K	0.0%	$6.40	+2.1%	CL A SHS	G7500M104