Location: Little Rock, AR
CIK: 0001314440 · Show all filings
Period: Q4 2020 (← Previous) (Next →)
Filing Date: Feb 10, 2021
Total Value: $6.723B (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| RGEN | REPLIGEN CORP | 628,456 | $120M | 1.8% | $36.63 | +396.7% | COM | 759916109 |
| ICLR | ICON PLC | 519,591 | $101M | 1.5% | $48.95 | +299.5% | SHS | G4705A100 |
| IDXX | IDEXX LABS INC | 201,470 | $101M | 1.5% | $70.12 | +538.1% | COM | 45168D104 |
| KRNT | KORNIT DIGITAL LTD | 1,116,054 | $99.47M | 1.5% | $17.87 | +329.8% | SHS | M6372Q113 |
| CDNS | CADENCE DESIGN SYSTEM INC | 715,241 | $97.58M | 1.5% | $21.24 | +452.2% | COM | 127387108 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 441,192 | $91.67M | 1.4% | $71.92 | +143.1% | COM | 874054109 |
| MKTX | MARKETAXESS HLDGS INC | 159,828 | $91.19M | 1.4% | $109.83 | +367.3% | COM | 57060D108 |
| PRG | PROG HOLDINGS INC | 1,654,855 | $89.15M | 1.3% | $50.05 | 0.0% | COM NPV | 74319R101 |
| — | ENVESTNET INC | 1,079,628 | $88.84M | 1.3% | $46.61 | — | COM | 29404K106 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | 559,735 | $88.79M | 1.3% | $39.05 | +251.2% | COM | 82982L103 |
| CHGG | CHEGG INC | 974,287 | $88.01M | 1.3% | $32.37 | +145.5% | COM | 163092109 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | 3,185,577 | $87.38M | 1.3% | $16.13 | +35.7% | COM NEW | 50077B207 |
| MANH | MANHATTAN ASSOCS INC | 812,672 | $85.48M | 1.3% | $48.03 | +104.9% | COM | 562750109 |
| SMTC | SEMTECH CORP | 1,169,242 | $84.29M | 1.3% | $34.12 | +87.2% | COM | 816850101 |
| AXON | AXON ENTERPRISE INC | 682,740 | $83.66M | 1.2% | $36.06 | +218.1% | COM | 05464C101 |
| FIVN | FIVE9 INC | 463,421 | $80.82M | 1.2% | $33.99 | +347.5% | COM | 338307101 |
| MTCH | MATCH GROUP INC NEW | 532,243 | $80.47M | 1.2% | $103.47 | +24.9% | COM | 57667L107 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | 1,598,623 | $80.35M | 1.2% | $36.11 | +10.4% | COM | 00404A109 |
| — | PROOFPOINT INC | 563,347 | $76.85M | 1.1% | $43.79 | — | COM | 743424103 |
| TYL | TYLER TECHNOLOGIES INC | 173,750 | $75.84M | 1.1% | $91.51 | +350.8% | COM | 902252105 |
| — | FIREEYE INC | 3,191,519 | $73.6M | 1.1% | $20.50 | — | COM | 31816Q101 |
| ROKU | ROKU INC | 220,953 | $73.36M | 1.1% | $120.57 | +117.6% | COM CL A | 77543R102 |
| WEX | WEX INC | 359,830 | $73.24M | 1.1% | $122.23 | +37.6% | COM | 96208T104 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | 892,212 | $72.96M | 1.1% | $37.92 | +130.5% | COM | 681116109 |
| RNG | RINGCENTRAL INC | 192,334 | $72.89M | 1.1% | $110.46 | +181.6% | CL A | 76680R206 |
| VRSK | VERISK ANALYTICS INC | 347,288 | $72.09M | 1.1% | $71.81 | +161.9% | COM | 92345Y106 |
| MRCY | MERCURY SYS INC | 815,500 | $71.81M | 1.1% | $50.72 | +49.8% | COM | 589378108 |
| FND | FLOOR & DECOR HLDGS INC | 759,085 | $70.48M | 1.0% | $40.91 | +103.9% | CL A | 339750101 |
| — | FIRSTCASH INC | 981,269 | $68.73M | 1.0% | $72.94 | — | COM | 33767D105 |
| TW | TRADEWEB MKTS INC | 1,095,467 | $68.41M | 1.0% | $43.04 | +40.5% | CL A | 892672106 |
| — | PRA HEALTH SCIENCES INC | 539,742 | $67.7M | 1.0% | $81.61 | — | COM | 69354M108 |
| MCHP | MICROCHIP TECHNOLOGY INC. | 479,424 | $66.21M | 1.0% | $23.76 | +136.6% | COM | 595017104 |
| QTWO | Q2 HLDGS INC | 520,573 | $65.87M | 1.0% | $30.64 | +251.5% | COM | 74736L109 |
| PRAA | PRA GROUP INC | 1,655,295 | $65.65M | 1.0% | $33.27 | +19.3% | COM | 69354N106 |
| PRLB | PROTO LABS INC | 427,145 | $65.52M | 1.0% | $59.98 | +135.2% | COM | 743713109 |
| DXCM | DEXCOM INC | 176,730 | $65.34M | 1.0% | $17.39 | +413.4% | COM | 252131107 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | 375,846 | $65.02M | 1.0% | $71.88 | +127.7% | COM | 109194100 |
| LYV | LIVE NATION ENTERTAINMENT IN | 884,345 | $64.98M | 1.0% | $43.66 | +44.6% | COM | 538034109 |
| CGNX | COGNEX CORP | 796,430 | $63.94M | 1.0% | $30.29 | +128.0% | COM | 192422103 |
| TREX | TREX CO INC | 755,883 | $63.28M | 0.9% | $46.58 | +64.3% | COM | 89531P105 |
| HEI/A | HEICO CORP NEW | 537,188 | $62.88M | 0.9% | $39.60 | +172.8% | CL A | 422806208 |
| RMD | RESMED INC | 293,161 | $62.31M | 0.9% | $51.50 | +270.7% | COM | 761152107 |
| POWI | POWER INTEGRATIONS INC | 755,247 | $61.83M | 0.9% | $38.99 | +64.7% | COM | 739276103 |
| WING | WINGSTOP INC | 457,129 | $60.59M | 0.9% | $38.80 | +236.4% | COM | 974155103 |
| — | SVB FINANCIAL GROUP | 155,697 | $60.38M | 0.9% | $119.22 | — | COM | 78486Q101 |
| SLAB | SILICON LABORATORIES INC | 463,009 | $58.96M | 0.9% | $94.53 | +19.2% | COM | 826919102 |
| — | IAC INTERACTIVECORP NEW | 310,196 | $58.74M | 0.9% | $119.78 | — | COM | 44891N109 |
| PCRX | PACIRA BIOSCIENCES INC | 968,569 | $57.96M | 0.9% | $40.46 | +44.7% | COM | 695127100 |
| LGND | LIGAND PHARMACEUTICALS INC | 582,294 | $57.91M | 0.9% | $50.57 | +12.7% | COM NEW | 53220K504 |
| TNDM | TANDEM DIABETES CARE INC | 586,506 | $56.12M | 0.8% | $65.09 | +58.3% | COM NEW | 875372203 |
| CVGW | CALAVO GROWERS INC | 807,015 | $56.03M | 0.8% | $50.56 | +24.5% | COM | 128246105 |
| ECPG | ENCORE CAP GROUP INC | 1,420,026 | $55.31M | 0.8% | $33.35 | +9.0% | COM | 292554102 |
| DPZ | DOMINOS PIZZA INC | 140,467 | $53.86M | 0.8% | $216.62 | +70.0% | COM | 25754A201 |
| PLMR | PALOMAR HLDGS INC | 605,541 | $53.8M | 0.8% | $36.07 | +133.2% | COM | 69753M105 |
| — | HMS HLDGS CORP | 1,446,468 | $53.16M | 0.8% | $19.93 | — | COM | 40425J101 |
| TECH | BIO-TECHNE CORP | 166,751 | $52.95M | 0.8% | $43.30 | +63.7% | COM | 09073M104 |
| RPD | RAPID7 INC | 581,501 | $52.43M | 0.8% | $51.79 | +38.1% | COM | 753422104 |
| — | ASPEN TECHNOLOGY INC | 399,601 | $52.05M | 0.8% | $34.78 | — | COM | 045327103 |
| VRNS | VARONIS SYS INC | 317,144 | $51.89M | 0.8% | $32.56 | +33.3% | COM | 922280102 |
| CSGP | COSTAR GROUP INC | 55,655 | $51.44M | 0.8% | $14.44 | +507.3% | COM | 22160N109 |
| DOCU | DOCUSIGN INC | 228,397 | $50.77M | 0.8% | $47.74 | +370.5% | COM | 256163106 |
| HOLX | HOLOGIC INC | 692,718 | $50.45M | 0.8% | $33.92 | +108.1% | COM | 436440101 |
| EA | ELECTRONIC ARTS INC | 343,421 | $49.31M | 0.7% | $97.13 | +29.1% | COM | 285512109 |
| — | PROS HOLDINGS INC | 968,911 | $49.19M | 0.7% | $28.89 | — | COM | 74346Y103 |
| BURL | BURLINGTON STORES INC | 187,865 | $49.14M | 0.7% | $99.35 | +124.3% | COM | 122017106 |
| — | NATIONAL INSTRS CORP | 1,106,205 | $48.61M | 0.7% | $32.30 | — | COM | 636518102 |
| PIPR | PIPER SANDLER COMPANIES | 480,798 | $48.51M | 0.7% | $58.02 | +56.3% | COM | 724078100 |
| PTC | PTC INC | 397,911 | $47.59M | 0.7% | $61.16 | +62.6% | COM | 69370C100 |
| MNST | MONSTER BEVERAGE CORP NEW | 510,757 | $47.23M | 0.7% | $23.33 | +80.1% | COM | 61174X109 |
| ULTA | ULTA BEAUTY INC | 161,441 | $46.36M | 0.7% | $216.14 | +17.0% | COM | 90384S303 |
| — | CYBERARK SOFTWARE LTD | 286,263 | $46.26M | 0.7% | $46.79 | — | SHS | M2682V108 |
| QLYS | QUALYS INC | 377,508 | $46.01M | 0.7% | $36.37 | +172.0% | COM | 74758T303 |
| NEOG | NEOGEN CORP | 573,582 | $45.48M | 0.7% | $21.20 | +75.3% | COM | 640491106 |
| EGHT | 8X8 INC NEW | 1,313,838 | $45.29M | 0.7% | $11.17 | +92.0% | COM | 282914100 |
| PANW | PALO ALTO NETWORKS INC | 126,339 | $44.9M | 0.7% | $24.32 | +92.1% | COM | 697435105 |
| PZZA | PAPA JOHNS INTL INC | 506,356 | $42.96M | 0.6% | $62.72 | +12.9% | COM | 698813102 |
| — | AZEK CO INC | 1,101,517 | $42.35M | 0.6% | $33.76 | — | CL A | 05478C105 |
| HALO | HALOZYME THERAPEUTICS INC | 974,207 | $41.61M | 0.6% | $32.76 | +9.7% | COM | 40637H109 |
| DLTR | DOLLAR TREE INC | 377,839 | $40.82M | 0.6% | $84.52 | +18.8% | COM | 256746108 |
| HQY | HEALTHEQUITY INC | 581,757 | $40.55M | 0.6% | $41.84 | +48.7% | COM | 42226A107 |
| GLOB | GLOBANT S A | 180,048 | $39.18M | 0.6% | $41.99 | +360.2% | COM | L44385109 |
| — | ANSYS INC | 106,294 | $38.67M | 0.6% | $93.91 | — | COM | 03662Q105 |
| BCPC | BALCHEM CORP | 323,394 | $37.26M | 0.6% | $50.55 | +102.3% | COM | 057665200 |
| ALGN | ALIGN TECHNOLOGY INC | 69,086 | $36.92M | 0.5% | $246.95 | +82.1% | COM | 016255101 |
| — | CERNER CORP | 469,336 | $36.83M | 0.5% | $58.52 | — | COM | 156782104 |
| GWRE | GUIDEWIRE SOFTWARE INC | 282,334 | $36.34M | 0.5% | $42.80 | +166.7% | COM | 40171V100 |
| ILMN | ILLUMINA INC | 96,987 | $35.88M | 0.5% | $131.26 | +142.9% | COM | 452327109 |
| ROK | ROCKWELL AUTOMATION INC | 136,235 | $34.17M | 0.5% | $161.19 | +39.0% | COM | 773903109 |
| — | NUVASIVE INC | 605,582 | $34.11M | 0.5% | $38.70 | — | COM | 670704105 |
| — | IHS MARKIT LTD | 378,749 | $34.02M | 0.5% | $41.70 | — | SHS | G47567105 |
| OMCL | OMNICELL COM | 279,968 | $33.6M | 0.5% | $34.26 | +186.3% | COM | 68213N109 |
| RPAY | REPAY HLDGS CORP | 1,219,024 | $33.22M | 0.5% | $24.27 | +0.5% | COM CL A | 76029L100 |
| IPGP | IPG PHOTONICS CORP | 143,424 | $32.1M | 0.5% | $160.42 | +24.9% | COM | 44980X109 |
| FTNT | FORTINET INC | 213,993 | $31.78M | 0.5% | $4.79 | +427.2% | COM | 34959E109 |
| GRMN | GARMIN LTD | 263,028 | $31.47M | 0.5% | $91.05 | +8.7% | SHS | H2906T109 |
| PODD | INSULET CORP | 119,553 | $30.56M | 0.5% | $90.50 | +174.1% | COM | 45784P101 |
| POOL | POOL CORP | 79,921 | $29.77M | 0.4% | $237.91 | +38.2% | COM | 73278L105 |
| AVAV | AEROVIRONMENT INC | 340,034 | $29.55M | 0.4% | $54.40 | +47.6% | COM | 008073108 |
| SPSC | SPS COMMERCE INC | 264,736 | $28.75M | 0.4% | $40.38 | +132.4% | COM | 78463M107 |
| EXEL | EXELIXIS INC | 1,409,846 | $28.3M | 0.4% | $21.47 | -2.5% | COM | 30161Q104 |
| LASR | NLIGHT INC | 859,335 | $28.06M | 0.4% | $23.61 | +19.9% | COM | 65487K100 |
| WMG | WARNER MUSIC GROUP CORP | 700,810 | $26.62M | 0.4% | $27.27 | 0.0% | COM CL A | 934550203 |
| — | BIOTELEMETRY INC | 364,459 | $26.27M | 0.4% | $53.09 | — | COM | 090672106 |
| CIEN | CIENA CORP | 485,305 | $25.65M | 0.4% | $48.47 | -8.3% | COM NEW | 171779309 |
| — | INPHI CORP | 159,264 | $25.56M | 0.4% | $44.01 | — | COM | 45772F107 |
| — | ANGI HOMESERVICES INC | 1,934,205 | $25.52M | 0.4% | $9.78 | — | COM CL A | 00183L102 |
| JBHT | HUNT J B TRANS SVCS INC | 180,326 | $24.64M | 0.4% | $83.07 | +52.3% | COM | 445658107 |
| FOXF | FOX FACTORY HLDG CORP | 226,817 | $23.98M | 0.4% | $90.09 | +0.9% | COM | 35138V102 |
| — | COUPA SOFTWARE INC | 70,712 | $23.96M | 0.4% | $131.78 | — | COM | 22266L106 |
| WIX | WIX COM LTD | 91,790 | $22.94M | 0.3% | $225.97 | +16.5% | SHS | M98068105 |
| LULU | LULULEMON ATHLETICA INC | 63,087 | $21.96M | 0.3% | $67.94 | +411.1% | COM | 550021109 |
| SUPN | SUPERNUS PHARMACEUTICALS INC | 845,378 | $21.27M | 0.3% | $26.96 | -20.2% | COM | 868459108 |
| MGPI | MGP INGREDIENTS INC NEW | 407,459 | $19.18M | 0.3% | $37.00 | +16.4% | COM | 55303J106 |
| HUBG | HUB GROUP INC | 322,996 | $18.41M | 0.3% | $21.97 | +23.2% | CL A | 443320106 |
| CTRA | CABOT OIL & GAS CORP | 1,102,865 | $17.95M | 0.3% | $18.04 | -25.0% | COM | 127097103 |
| RBC | RBC BEARINGS INC | 97,475 | $17.45M | 0.3% | $63.93 | +138.8% | COM | 75524B104 |
| SICPQ | SILVERGATE CAP CORP | 216,972 | $16.12M | 0.2% | $32.96 | 0.0% | CL A | 82837P408 |
| ADSK | AUTODESK INC | 52,478 | $16.02M | 0.2% | $93.56 | +181.7% | COM | 052769106 |
| CPRT | COPART INC | 122,818 | $15.63M | 0.2% | $10.36 | +181.3% | COM | 217204106 |
| YETI | YETI HLDGS INC | 226,764 | $15.53M | 0.2% | $30.04 | +97.0% | COM | 98585X104 |
| — | ECHO GLOBAL LOGISTICS INC | 577,513 | $15.49M | 0.2% | $21.84 | — | COM | 27875T101 |
| SPOT | SPOTIFY TECHNOLOGY S A | 48,122 | $15.14M | 0.2% | $152.89 | +84.6% | SHS | L8681T102 |
| IRTC | IRHYTHM TECHNOLOGIES INC | 62,752 | $14.88M | 0.2% | $227.91 | 0.0% | COM | 450056106 |
| TDOC | TELADOC HEALTH INC | 73,161 | $14.63M | 0.2% | $116.34 | +74.8% | COM | 87918A105 |
| LNN | LINDSAY CORP | 112,409 | $14.44M | 0.2% | $73.18 | +47.6% | COM | 535555106 |
| MEG | MONTROSE ENVIRONMENTAL GROUP | 465,778 | $14.42M | 0.2% | $26.24 | +8.3% | COM | 615111101 |
| MELI | MERCADOLIBRE INC | 8,426 | $14.12M | 0.2% | $130.68 | +979.1% | COM | 58733R102 |
| GPN | GLOBAL PMTS INC | 62,636 | $13.49M | 0.2% | $105.79 | +68.6% | COM | 37940X102 |
| SDGR | SCHRODINGER INC | 166,298 | $13.17M | 0.2% | $62.88 | 0.0% | COM | 80810D103 |
| — | PIONEER NAT RES CO | 115,052 | $13.1M | 0.2% | $123.67 | — | COM | 723787107 |
| — | BOINGO WIRELESS INC | 1,002,758 | $12.76M | 0.2% | $17.73 | — | COM | 09739C102 |
| — | MIMECAST LTD | 218,441 | $12.42M | 0.2% | $20.09 | — | ORD SHS | G14838109 |
| — | XILINX INC | 81,594 | $11.57M | 0.2% | $74.13 | — | COM | 983919101 |
| U | UNITY SOFTWARE INC | 72,184 | $11.08M | 0.2% | $84.34 | +44.1% | COM | 91332U101 |
| AVO | MISSION PRODUCE INC | 717,903 | $10.8M | 0.2% | $13.51 | 0.0% | COM | 60510V108 |
| VEEV | VEEVA SYS INC | 37,957 | $10.33M | 0.2% | $99.23 | +182.3% | CL A COM | 922475108 |
| SPWH | SPORTSMANS WHSE HLDGS INC | 585,631 | $10.28M | 0.2% | $5.42 | +169.9% | COM | 84920Y106 |
| ROST | ROSS STORES INC | 76,462 | $9.39M | 0.1% | $59.36 | +67.0% | COM | 778296103 |
| MMS | MAXIMUS INC | 127,847 | $9.357M | 0.1% | $46.73 | +51.8% | COM | 577933104 |
| — | SPLUNK INC | 51,008 | $8.666M | 0.1% | $89.45 | — | COM | 848637104 |
| ISRG | INTUITIVE SURGICAL INC | 10,337 | $8.457M | 0.1% | $108.53 | +128.8% | COM NEW | 46120E602 |
| HSTM | HEALTHSTREAM INC | 386,640 | $8.444M | 0.1% | $30.05 | -33.1% | COM | 42222N103 |
| LMNR | LIMONEIRA CO | 474,911 | $7.907M | 0.1% | $22.53 | -39.5% | COM | 532746104 |
| XYZ | SQUARE INC | 36,086 | $7.854M | 0.1% | $18.51 | +953.6% | CL A | 852234103 |
| SHOP | SHOPIFY INC | 6,935 | $7.85M | 0.1% | $4.56 | +2201.9% | CL A | 82509L107 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | 58,936 | $7.785M | 0.1% | $68.64 | +67.7% | COM | 49338L103 |
| BF/B | BROWN FORMAN CORP | 97,094 | $7.712M | 0.1% | $37.74 | +85.4% | CL B | 115637209 |
| — | VIPER ENERGY PARTNERS LP | 656,736 | $7.631M | 0.1% | $11.62 | — | COM UNT RP INT | 92763M105 |
| EZPW | EZCORP INC | 1,578,732 | $7.562M | 0.1% | $9.71 | -48.2% | CL A NON VTG | 302301106 |
| NXPI | NXP SEMICONDUCTORS N V | 46,287 | $7.36M | 0.1% | $100.76 | +33.8% | COM | N6596X109 |
| — | CHUYS HLDGS INC | 270,287 | $7.16M | 0.1% | $26.49 | — | COM | 171604101 |
| LHX | L3HARRIS TECHNOLOGIES INC | 37,457 | $7.08M | 0.1% | $179.85 | -8.3% | COM | 502431109 |
| FAST | FASTENAL CO | 141,068 | $6.888M | 0.1% | $12.03 | +72.3% | COM | 311900104 |
| ROP | ROPER TECHNOLOGIES INC | 15,834 | $6.826M | 0.1% | $213.76 | +86.3% | COM | 776696106 |
| — | THE AARONS COMPANY INC | 334,068 | $6.334M | 0.1% | $18.96 | — | COM | 00258W108 |
| — | ABIOMED INC | 17,507 | $5.676M | 0.1% | $245.19 | — | COM | 003654100 |
| CHRW | C H ROBINSON WORLDWIDE INC | 56,054 | $5.262M | 0.1% | $70.52 | +19.6% | COM NEW | 12541W209 |
| — | ALEXION PHARMACEUTICALS INC | 33,502 | $5.234M | 0.1% | $114.13 | — | COM | 015351109 |
| RVLV | REVOLVE GROUP INC | 158,400 | $4.937M | 0.1% | $22.28 | 0.0% | CL A | 76156B107 |
| DBX | DROPBOX INC | 213,815 | $4.745M | 0.1% | $23.56 | -13.6% | CL A | 26210C104 |
| HSIC | HENRY SCHEIN INC | 70,816 | $4.735M | 0.1% | $61.86 | +4.3% | COM | 806407102 |
| EHTH | EHEALTH INC | 49,213 | $3.475M | 0.1% | $115.32 | -34.1% | COM | 28238P109 |
| — | HYDROFARM HLDGS GROUP INC | 23,163 | $1.218M | 0.0% | $52.58 | — | COM | 44888K209 |
| MSFT | MICROSOFT CORP | 1,903 | $423K | 0.0% | $82.11 | +150.9% | COM | 594918104 |
| PYPL | PAYPAL HLDGS INC | 1,511 | $354K | 0.0% | $87.86 | +135.3% | COM | 70450Y103 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 2,348 | $256K | 0.0% | $48.15 | — | SPONSORED ADS | 874039100 |
| ADBE | ADOBE SYSTEMS INCORPORATED | 395 | $198K | 0.0% | $85.07 | +467.9% | COM | 00724F101 |
| NFLX | NETFLIX INC | 311 | $168K | 0.0% | $9.89 | +412.5% | COM | 64110L106 |
| AMZN | AMAZON COM INC | 50 | $163K | 0.0% | $94.03 | +69.7% | COM | 023135106 |
| MA | MASTERCARD INCORPORATED | 430 | $153K | 0.0% | $71.09 | +354.8% | CL A | 57636Q104 |
| CRM | SALESFORCE COM INC | 680 | $151K | 0.0% | $59.47 | +304.0% | COM | 79466L302 |
| CME | CME GROUP INC | 804 | $146K | 0.0% | $128.33 | +7.9% | COM | 12572Q105 |
| UPS | UNITED PARCEL SERVICE INC | 869 | $146K | 0.0% | $73.60 | +86.0% | CL B | 911312106 |
| TJX | TJX COS INC NEW | 1,949 | $133K | 0.0% | $35.39 | +59.6% | COM | 872540109 |
| MDT | MEDTRONIC PLC | 908 | $106K | 0.0% | $84.31 | +12.8% | SHS | G5960L103 |
| RTX | RAYTHEON TECHNOLOGIES CORP | 772 | $55,000 | 0.0% | $54.61 | +7.0% | COM | 75513E101 |
| NVDA | NVIDIA CORPORATION | 74 | $39,000 | 0.0% | $11.60 | +15.1% | COM | 67066G104 |