Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MSFT	MICROSOFT CORP	461,492	$173M	5.1%	$111.62	+262.9%	COM	594918104
AAPL	APPLE INC	697,772	$155M	4.5%	$102.14	+125.9%	COM	037833100
NVDA	NVIDIA CORPORATION	1,387,113	$150M	4.4%	$91.90	+37.9%	COM	67066G104
AMZN	AMAZON COM INC	451,852	$85.97M	2.5%	$134.68	+61.1%	COM	023135106
V	VISA INC	149,657	$52.45M	1.5%	$193.52	+73.8%	COM CL A	92826C839
GOOGL	ALPHABET INC	313,017	$48.4M	1.4%	$110.17	+64.0%	CAP STK CL A	02079K305
META	META PLATFORMS INC	80,930	$46.64M	1.4%	$162.33	+296.3%	CL A	30303M102
AVGO	BROADCOM INC	260,561	$43.63M	1.3%	$145.64	+44.1%	COM	11135F101
BRK/B	BERKSHIRE HATHAWAY INC DEL	81,575	$43.45M	1.3%	$229.26	+112.1%	CL B NEW	084670702
MA	MASTERCARD INCORPORATED	78,350	$42.95M	1.3%	$232.14	+133.5%	CL A	57636Q104
JPM	JPMORGAN CHASE & CO.	161,520	$39.62M	1.2%	$103.24	+143.0%	COM	46625H100
PG	PROCTER AND GAMBLE CO	227,019	$38.69M	1.1%	$97.29	+68.5%	COM	742718109
UNH	UNITEDHEALTH GROUP INC	72,552	$38M	1.1%	$337.07	+48.2%	COM	91324P102
WMT	WALMART INC	426,920	$37.48M	1.1%	$52.59	+76.8%	COM	931142103
CSCO	CISCO SYS INC	601,170	$37.1M	1.1%	$45.09	+33.3%	COM	17275R102
BSX	BOSTON SCIENTIFIC CORP	352,915	$35.6M	1.0%	$50.43	+99.7%	COM	101137107
ABBV	ABBVIE INC	167,474	$35.09M	1.0%	$131.35	+44.2%	COM	00287Y109
LLY	ELI LILLY & CO	40,306	$33.29M	1.0%	$209.78	+294.1%	COM	532457108
JNJ	JOHNSON & JOHNSON	195,114	$32.36M	0.9%	$118.64	+28.5%	COM	478160104
XOM	EXXON MOBIL CORP	271,211	$32.26M	0.9%	$70.33	+52.4%	COM	30231G102
GOOG	ALPHABET INC	203,804	$31.84M	0.9%	$111.89	+63.1%	CAP STK CL C	02079K107
IBM	INTERNATIONAL BUSINESS MACHS	126,969	$31.57M	0.9%	$118.71	+101.7%	COM	459200101
KO	COCA COLA CO	418,940	$30M	0.9%	$43.32	+50.0%	COM	191216100
MSI	MOTOROLA SOLUTIONS INC	68,064	$29.8M	0.9%	$231.51	+90.7%	COM NEW	620076307
NFLX	NETFLIX INC	31,455	$29.33M	0.9%	$62.74	+51.6%	COM	64110L106
PM	PHILIP MORRIS INTL INC	184,412	$29.27M	0.9%	$112.89	+21.3%	COM	718172109
TSLA	TESLA INC	112,460	$29.15M	0.9%	$221.65	+50.4%	COM	88160R101
TJX	TJX COS INC NEW	231,263	$28.17M	0.8%	$81.78	+46.9%	COM	872540109
MRSH	MARSH & MCLENNAN COS INC	108,995	$26.6M	0.8%	$123.22	+81.3%	COM	571748102
T	AT&T INC	915,460	$25.89M	0.8%	$16.96	+43.5%	COM	00206R102
PEP	PEPSICO INC	172,396	$25.85M	0.8%	$123.37	+16.3%	COM	713448108
NOW	SERVICENOW INC	32,416	$25.81M	0.8%	$102.96	+87.2%	COM	81762P102
TMUS	T-MOBILE US INC	96,463	$25.73M	0.8%	$131.40	+84.9%	COM	872590104
CRM	SALESFORCE INC	93,723	$25.15M	0.7%	$212.11	+45.7%	COM	79466L302
WM	WASTE MGMT INC DEL	107,970	$25M	0.7%	$112.30	+94.5%	COM	94106L109
PGR	PROGRESSIVE CORP	86,301	$24.42M	0.7%	$123.93	+97.9%	COM	743315103
GILD	GILEAD SCIENCES INC	211,922	$23.75M	0.7%	$71.52	+40.6%	COM	375558103
COR	CENCORA INC	83,444	$23.2M	0.7%	$163.00	+53.1%	COM	03073E105
MCD	MCDONALDS CORP	74,218	$23.18M	0.7%	$185.37	+58.0%	COM	580135101
HD	HOME DEPOT INC	61,896	$22.68M	0.7%	$178.38	+113.4%	COM	437076102
COST	COSTCO WHSL CORP NEW	23,433	$22.16M	0.6%	$326.11	+197.6%	COM	22160K105
LIN	LINDE PLC	47,374	$22.06M	0.6%	$344.16	+29.2%	SHS	G54950103
RSG	REPUBLIC SVCS INC	83,820	$20.3M	0.6%	$94.21	+135.5%	COM	760759100
MRK	MERCK & CO INC	224,285	$20.13M	0.6%	$83.33	+8.1%	COM	58933Y105
CB	CHUBB LIMITED	66,292	$20.02M	0.6%	$216.72	+27.5%	COM	H1467J104
CL	COLGATE PALMOLIVE CO	211,360	$19.8M	0.6%	$73.99	+18.7%	COM	194162103
ADBE	ADOBE INC	51,104	$19.6M	0.6%	$458.48	-6.5%	COM	00724F101
DUK	DUKE ENERGY CORP NEW	155,482	$18.96M	0.6%	$76.20	+45.1%	COM NEW	26441C204
LQD	ISHARES TR	174,000	$18.91M	0.6%	$111.17	—	IBOXX INV CP ETF	464287242
VZ	VERIZON COMMUNICATIONS INC	415,908	$18.87M	0.6%	$33.38	+18.6%	COM	92343V104
PANW	PALO ALTO NETWORKS INC	108,827	$18.57M	0.5%	$148.31	+24.7%	COM	697435105
ROP	ROPER TECHNOLOGIES INC	30,299	$17.86M	0.5%	$461.06	+20.9%	COM	776696106
MCK	MCKESSON CORP	24,955	$16.79M	0.5%	$433.10	+42.2%	COM	58155Q103
HIG	HARTFORD INSURANCE GROUP INC	132,339	$16.37M	0.5%	$94.86	+19.1%	COM	416515104
BAC	BANK AMERICA CORP	389,407	$16.25M	0.5%	$25.28	+72.6%	COM	060505104
SO	SOUTHERN CO	172,585	$15.87M	0.5%	$61.00	+37.9%	COM	842587107
MS	MORGAN STANLEY	134,420	$15.68M	0.5%	$79.91	+57.6%	COM NEW	617446448
ACN	ACCENTURE PLC IRELAND	49,311	$15.39M	0.4%	$189.62	+84.3%	SHS CLASS A	G1151C101
VRTX	VERTEX PHARMACEUTICALS INC	31,001	$15.03M	0.4%	$292.95	+59.1%	COM	92532F100
APH	AMPHENOL CORP NEW	225,378	$14.78M	0.4%	$46.78	+44.8%	CL A	032095101
AMD	ADVANCED MICRO DEVICES INC	142,637	$14.65M	0.4%	$104.77	+6.1%	COM	007903107
TDG	TRANSDIGM GROUP INC	10,548	$14.59M	0.4%	$1035.64	+20.5%	COM	893641100
CVX	CHEVRON CORP NEW	86,500	$14.47M	0.4%	$94.93	+58.5%	COM	166764100
GS	GOLDMAN SACHS GROUP INC	25,235	$13.79M	0.4%	$315.41	+87.3%	COM	38141G104
CME	CME GROUP INC	51,251	$13.6M	0.4%	$166.80	+45.3%	COM	12572Q105
GIS	GENERAL MLS INC	224,372	$13.42M	0.4%	$57.63	+0.6%	COM	370334104
CTAS	CINTAS CORP	64,263	$13.21M	0.4%	$181.66	+8.9%	COM	172908105
PEG	PUBLIC SVC ENTERPRISE GRP IN	150,261	$12.37M	0.4%	$65.45	+23.8%	COM	744573106
URI	UNITED RENTALS INC	19,222	$12.05M	0.4%	$570.28	+19.6%	COM	911363109
CTSH	COGNIZANT TECHNOLOGY SOLUTIO	150,310	$11.5M	0.3%	$67.04	+19.7%	CL A	192446102
NEE	NEXTERA ENERGY INC	158,984	$11.27M	0.3%	$60.40	+13.7%	COM	65339F101
ABT	ABBOTT LABS	83,322	$11.05M	0.3%	$90.20	+39.1%	COM	002824100
INTU	INTUIT	17,725	$10.88M	0.3%	$348.96	+71.2%	COM	461202103
ORCL	ORACLE CORP	76,489	$10.69M	0.3%	$60.66	+166.3%	COM	68389X105
COP	CONOCOPHILLIPS	100,454	$10.55M	0.3%	$78.93	+22.6%	COM	20825C104
CI	THE CIGNA GROUP	32,014	$10.53M	0.3%	$308.24	-4.1%	COM	125523100
GDDY	GODADDY INC	56,677	$10.21M	0.3%	$127.02	+50.4%	CL A	380237107
AXP	AMERICAN EXPRESS CO	37,946	$10.21M	0.3%	$99.33	+194.4%	COM	025816109
WCN	WASTE CONNECTIONS INC	52,123	$10.17M	0.3%	$107.46	+71.5%	COM	94106B101
TXN	TEXAS INSTRS INC	56,446	$10.14M	0.3%	$114.82	+58.7%	COM	882508104
SE	SEA LTD	77,242	$10.08M	0.3%	$74.89	—	SPONSORD ADS	81141R100
C	CITIGROUP INC	141,923	$10.08M	0.3%	$47.95	+55.4%	COM NEW	172967424
GE	GE AEROSPACE	50,272	$10.06M	0.3%	$86.36	+126.7%	COM NEW	369604301
ELV	ELEVANCE HEALTH INC	23,133	$10.06M	0.3%	$367.33	+7.3%	COM	036752103
SPGI	S&P GLOBAL INC	19,666	$9.992M	0.3%	$326.12	+55.6%	COM	78409V104
EMR	EMERSON ELEC CO	88,373	$9.689M	0.3%	$91.05	+30.5%	COM	291011104
CBOE	CBOE GLOBAL MKTS INC	41,818	$9.463M	0.3%	$129.18	+59.8%	COM	12503M108
TYL	TYLER TECHNOLOGIES INC	16,261	$9.454M	0.3%	$572.73	+3.7%	COM	902252105
ALL	ALLSTATE CORP	45,376	$9.396M	0.3%	$153.43	+24.7%	COM	020002101
UNP	UNION PAC CORP	39,103	$9.238M	0.3%	$154.72	+52.3%	COM	907818108
AMAT	APPLIED MATLS INC	63,562	$9.224M	0.3%	$86.54	+92.6%	COM	038222105
SCHW	SCHWAB CHARLES CORP	117,357	$9.187M	0.3%	$53.07	+46.3%	COM	808513105
TMO	THERMO FISHER SCIENTIFIC INC	17,909	$8.912M	0.3%	$434.11	+24.3%	COM	883556102
MDLZ	MONDELEZ INTL INC	130,225	$8.836M	0.3%	$56.95	+4.9%	CL A	609207105
EA	ELECTRONIC ARTS INC	59,757	$8.636M	0.3%	$123.71	+8.7%	COM	285512109
INTA	INTAPP INC	144,006	$8.407M	0.2%	$40.32	+63.5%	COM	45827U109
WFC	WELLS FARGO CO NEW	116,857	$8.389M	0.2%	$44.10	+67.1%	COM	949746101
KR	KROGER CO	123,368	$8.351M	0.2%	$36.97	+68.4%	COM	501044101
BLK	BLACKROCK INC	8,808	$8.337M	0.2%	$991.05	-2.9%	COM	09290D101
CAH	CARDINAL HEALTH INC	60,446	$8.328M	0.2%	$103.65	+21.4%	COM	14149Y108
RCL	ROYAL CARIBBEAN GROUP	40,433	$8.307M	0.2%	$209.42	+11.4%	COM	V7780T103
DE	DEERE & CO	17,417	$8.175M	0.2%	$326.16	+41.5%	COM	244199105
LOW	LOWES COS INC	34,300	$8M	0.2%	$120.71	+100.5%	COM	548661107
MO	ALTRIA GROUP INC	132,715	$7.966M	0.2%	$43.56	+17.2%	COM	02209S103
FAST	FASTENAL CO	102,300	$7.933M	0.2%	$27.45	+34.2%	COM	311900104
ADP	AUTOMATIC DATA PROCESSING IN	25,799	$7.882M	0.2%	$163.09	+81.1%	COM	053015103
ACGL	ARCH CAP GROUP LTD	80,530	$7.745M	0.2%	$74.54	+23.8%	ORD	G0450A105
AMGN	AMGEN INC	24,468	$7.623M	0.2%	$196.55	+46.1%	COM	031162100
WRB	BERKLEY W R CORP	104,664	$7.448M	0.2%	$44.96	+32.8%	COM	084423102
ED	CONSOLIDATED EDISON INC	65,351	$7.227M	0.2%	$78.32	+21.6%	COM	209115104
ISRG	INTUITIVE SURGICAL INC	14,586	$7.224M	0.2%	$299.15	+84.9%	COM NEW	46120E602
AMT	AMERICAN TOWER CORP NEW	32,985	$7.178M	0.2%	$208.66	-9.2%	COM	03027X100
D	DOMINION ENERGY INC	126,922	$7.117M	0.2%	$56.06	-5.9%	COM	25746U109
PCG	PG&E CORP	412,304	$7.083M	0.2%	$19.39	-15.1%	COM	69331C108
ZTS	ZOETIS INC	42,916	$7.066M	0.2%	$115.31	+42.7%	CL A	98978V103
WELL	WELLTOWER INC	44,900	$6.879M	0.2%	$96.05	+46.1%	COM	95040Q104
WTW	WILLIS TOWERS WATSON PLC LTD	20,106	$6.795M	0.2%	$232.42	+38.7%	SHS	G96629103
TRV	TRAVELERS COMPANIES INC	25,680	$6.791M	0.2%	$174.46	+40.7%	COM	89417E109
SYK	STRYKER CORPORATION	18,232	$6.787M	0.2%	$242.08	+55.8%	COM	863667101
CAT	CATERPILLAR INC	20,540	$6.774M	0.2%	$183.70	+91.6%	COM	149123101
NI	NISOURCE INC	166,831	$6.688M	0.2%	$34.83	+8.1%	COM	65473P105
ATO	ATMOS ENERGY CORP	42,640	$6.591M	0.2%	$118.46	+20.7%	COM	049560105
L	LOEWS CORP	71,407	$6.563M	0.2%	$74.74	+14.2%	COM	540424108
KMI	KINDER MORGAN INC DEL	225,925	$6.446M	0.2%	$14.82	+80.2%	COM	49456B101
DIS	DISNEY WALT CO	62,824	$6.201M	0.2%	$105.66	+0.6%	COM	254687106
—	JUNIPER NETWORKS INC	171,137	$6.193M	0.2%	$34.58	—	COM	48203R104
EQIX	EQUINIX INC	7,486	$6.104M	0.2%	$535.06	+64.6%	COM	29444U700
BKNG	BOOKING HOLDINGS INC	1,311	$6.04M	0.2%	$2521.26	+88.4%	COM	09857L108
REGN	REGENERON PHARMACEUTICALS	9,428	$5.98M	0.2%	$540.91	+26.5%	COM	75886F107
RPRX	ROYALTY PHARMA PLC	184,341	$5.739M	0.2%	$27.37	+15.8%	SHS CLASS A	G7709Q104
CDNS	CADENCE DESIGN SYSTEM INC	22,468	$5.714M	0.2%	$183.39	+51.6%	COM	127387108
PKG	PACKAGING CORP AMER	28,681	$5.679M	0.2%	$151.20	+37.8%	COM	695156109
FFIV	F5 INC	21,279	$5.666M	0.2%	$164.25	+70.2%	COM	315616102
AIZ	ASSURANT INC	27,001	$5.663M	0.2%	$169.24	+21.7%	COM	04621X108
PRU	PRUDENTIAL FINL INC	50,661	$5.658M	0.2%	$81.75	+33.3%	COM	744320102
VRSN	VERISIGN INC	21,971	$5.578M	0.2%	$212.64	+5.9%	COM	92343E102
MMM	3M CO	37,278	$5.475M	0.2%	$112.73	+28.3%	COM	88579Y101
CHD	CHURCH & DWIGHT CO INC	49,463	$5.445M	0.2%	$78.96	+34.1%	COM	171340102
FICO	FAIR ISAAC CORP	2,920	$5.385M	0.2%	$418.91	+342.1%	COM	303250104
INTC	INTEL CORP	236,357	$5.368M	0.2%	$42.44	-48.4%	COM	458140100
ANET	ARISTA NETWORKS INC	69,227	$5.364M	0.2%	$102.84	-1.4%	COM SHS	040413205
VMC	VULCAN MATLS CO	22,749	$5.307M	0.2%	$247.55	+1.9%	COM	929160109
QCOM	QUALCOMM INC	34,414	$5.286M	0.2%	$80.49	+98.4%	COM	747525103
CPB	THE CAMPBELLS COMPANY	131,857	$5.264M	0.2%	$42.74	-11.4%	COM	134429109
HSY	HERSHEY CO	30,718	$5.254M	0.2%	$163.72	-2.7%	COM	427866108
GEV	GE VERNOVA INC	16,934	$5.17M	0.2%	$243.56	+42.9%	COM	36828A101
PFE	PFIZER INC	203,824	$5.165M	0.2%	$31.24	-20.9%	COM	717081103
CHKP	CHECK POINT SOFTWARE TECH LT	22,220	$5.064M	0.1%	$145.88	+45.3%	ORD	M22465104
BDX	BECTON DICKINSON & CO	21,901	$5.017M	0.1%	$193.47	+17.5%	COM	075887109
KLAC	KLA CORP	7,326	$4.98M	0.1%	$492.51	+45.2%	COM NEW	482480100
MCO	MOODYS CORP	10,645	$4.957M	0.1%	$345.49	+38.5%	COM	615369105
CRH	CRH PLC	56,267	$4.95M	0.1%	$63.10	+54.7%	ORD	G25508105
CMS	CMS ENERGY CORP	65,787	$4.941M	0.1%	$58.06	+17.2%	COM	125896100
LRCX	LAM RESEARCH CORP	67,597	$4.914M	0.1%	$74.98	+4.2%	COM NEW	512807306
—	KELLANOVA	59,443	$4.903M	0.1%	$73.45	+9.0%	COM	487836108
TT	TRANE TECHNOLOGIES PLC	14,447	$4.867M	0.1%	$150.51	+138.5%	SHS	G8994E103
EOG	EOG RES INC	37,189	$4.769M	0.1%	$93.71	+33.5%	COM	26875P101
CMCSA	COMCAST CORP NEW	128,530	$4.743M	0.1%	$30.08	+16.5%	CL A	20030N101
ETN	EATON CORP PLC	17,408	$4.732M	0.1%	$202.50	+52.4%	SHS	G29183103
VCLT	VANGUARD SCOTTSDALE FDS	61,965	$4.704M	0.1%	$85.15	—	LG-TERM COR BD	92206C813
UBER	UBER TECHNOLOGIES INC	63,721	$4.643M	0.1%	$37.15	+93.9%	COM	90353T100
MU	MICRON TECHNOLOGY INC	53,409	$4.641M	0.1%	$76.74	+24.7%	COM	595112103
FISV	FISERV INC	20,530	$4.534M	0.1%	$74.91	+192.3%	COM	337738108
NBIX	NEUROCRINE BIOSCIENCES INC	40,712	$4.503M	0.1%	$136.89	-7.5%	COM	64125C109
BMY	BRISTOL-MYERS SQUIBB CO	73,185	$4.464M	0.1%	$46.85	+18.4%	COM	110122108
ECL	ECOLAB INC	17,534	$4.445M	0.1%	$157.39	+58.6%	COM	278865100
WMB	WILLIAMS COS INC	73,303	$4.381M	0.1%	$41.88	+32.4%	COM	969457100
PLTR	PALANTIR TECHNOLOGIES INC	51,713	$4.365M	0.1%	$22.67	+287.3%	CL A	69608A108
YUM	YUM BRANDS INC	27,578	$4.34M	0.1%	$114.40	+23.8%	COM	988498101
ORLY	OREILLY AUTOMOTIVE INC	3,029	$4.339M	0.1%	$45.32	+92.0%	COM	67103H107
SNPS	SYNOPSYS INC	10,041	$4.306M	0.1%	$390.17	+24.5%	COM	871607107
PNC	PNC FINL SVCS GROUP INC	23,582	$4.145M	0.1%	$119.56	+53.3%	COM	693475105
AJG	GALLAGHER ARTHUR J & CO	11,498	$3.97M	0.1%	$126.33	+148.0%	COM	363576109
PH	PARKER-HANNIFIN CORP	6,448	$3.919M	0.1%	$245.14	+164.6%	COM	701094104
BK	BANK NEW YORK MELLON CORP	46,663	$3.914M	0.1%	$36.99	+123.2%	COM	064058100
ADI	ANALOG DEVICES INC	19,284	$3.889M	0.1%	$119.44	+78.3%	COM	032654105
WDAY	WORKDAY INC	16,441	$3.839M	0.1%	$237.75	+7.3%	CL A	98138H101
GRMN	GARMIN LTD	17,654	$3.833M	0.1%	$124.30	+71.3%	SHS	H2906T109
DHR	DANAHER CORPORATION	18,409	$3.774M	0.1%	$154.98	+40.0%	COM	235851102
KDP	KEURIG DR PEPPER INC	110,125	$3.768M	0.1%	$31.01	+1.6%	COM	49271V100
ICE	INTERCONTINENTAL EXCHANGE IN	21,663	$3.737M	0.1%	$69.86	+132.0%	COM	45866F104
GWW	GRAINGER W W INC	3,771	$3.725M	0.1%	$567.91	+80.6%	COM	384802104
SLB	SCHLUMBERGER LTD	87,246	$3.647M	0.1%	$43.37	-8.0%	COM STK	806857108
NEM	NEWMONT CORP	75,359	$3.638M	0.1%	$38.61	+12.0%	COM	651639106
PAYX	PAYCHEX INC	23,563	$3.635M	0.1%	$104.21	+37.4%	COM	704326107
KMB	KIMBERLY-CLARK CORP	25,554	$3.634M	0.1%	$120.47	+7.7%	COM	494368103
VYM	VANGUARD WHITEHALL FDS	27,670	$3.568M	0.1%	$100.73	—	HIGH DIV YLD	921946406
LNG	CHENIERE ENERGY INC	15,210	$3.52M	0.1%	$111.74	+101.5%	COM NEW	16411R208
UPS	UNITED PARCEL SERVICE INC	31,715	$3.488M	0.1%	$113.01	-0.3%	CL B	911312106
BX	BLACKSTONE INC	24,807	$3.468M	0.1%	$79.20	+99.7%	COM	09260D107
ADSK	AUTODESK INC	12,858	$3.366M	0.1%	$169.88	+67.4%	COM	052769106
OKE	ONEOK INC NEW	33,912	$3.365M	0.1%	$57.63	+64.8%	COM	682680103
TSM	TAIWAN SEMICONDUCTOR MFG LTD	20,227	$3.358M	0.1%	$178.85	—	SPONSORED ADS	874039100
CARR	CARRIER GLOBAL CORPORATION	52,914	$3.355M	0.1%	$40.84	+61.1%	COM	14448C104
AZO	AUTOZONE INC	865	$3.298M	0.1%	$2751.07	+25.4%	COM	053332102
FCX	FREEPORT-MCMORAN INC	87,098	$3.298M	0.1%	$35.77	+5.7%	CL B	35671D857
STT	STATE STR CORP	36,412	$3.26M	0.1%	$80.57	+15.1%	COM	857477103
MRVL	MARVELL TECHNOLOGY INC	52,577	$3.237M	0.1%	$62.15	+55.6%	COM	573874104
MELI	MERCADOLIBRE INC	1,644	$3.207M	0.1%	$1441.33	+37.7%	COM	58733R102
HUBS	HUBSPOT INC	5,563	$3.178M	0.1%	$569.32	+23.2%	COM	443573100
KKR	KKR & CO INC	27,264	$3.152M	0.1%	$123.40	+10.9%	COM	48251W104
NXPI	NXP SEMICONDUCTORS N V	16,473	$3.131M	0.1%	$162.48	+29.0%	COM	N6596X109
PSX	PHILLIPS 66	25,240	$3.117M	0.1%	$100.45	+18.7%	COM	718546104
KHC	KRAFT HEINZ CO	100,701	$3.064M	0.1%	$32.29	-12.2%	COM	500754106
SBUX	STARBUCKS CORP	30,955	$3.036M	0.1%	$71.96	+40.3%	COM	855244109
USB	US BANCORP DEL	71,333	$3.012M	0.1%	$35.05	+26.1%	COM NEW	902973304
MLM	MARTIN MARIETTA MATLS INC	6,283	$3.004M	0.1%	$519.53	-2.8%	COM	573284106
CTVA	CORTEVA INC	47,687	$3.001M	0.1%	$50.34	+21.7%	COM	22052L104
EXC	EXELON CORP	64,971	$2.994M	0.1%	$31.96	+26.7%	COM	30161N101
AON	AON PLC	7,456	$2.976M	0.1%	$246.36	+54.9%	SHS CL A	G0403H108
ERIE	ERIE INDTY CO	7,094	$2.973M	0.1%	$221.49	+82.1%	CL A	29530P102
MET	METLIFE INC	36,638	$2.942M	0.1%	$53.19	+52.6%	COM	59156R108
DLR	DIGITAL RLTY TR INC	20,510	$2.939M	0.1%	$140.04	+12.8%	COM	253868103
MDT	MEDTRONIC PLC	32,454	$2.916M	0.1%	$69.79	+25.3%	SHS	G5960L103
CBRE	CBRE GROUP INC	21,804	$2.852M	0.1%	$83.36	+63.0%	CL A	12504L109
CMI	CUMMINS INC	9,085	$2.848M	0.1%	$149.49	+131.5%	COM	231021106
DTE	DTE ENERGY CO	20,457	$2.829M	0.1%	$103.60	+19.3%	COM	233331107
HWM	HOWMET AEROSPACE INC	21,034	$2.729M	0.1%	$78.32	+61.8%	COM	443201108
ROL	ROLLINS INC	50,284	$2.717M	0.1%	$37.65	+32.0%	COM	775711104
CRWD	CROWDSTRIKE HLDGS INC	7,686	$2.71M	0.1%	$242.77	+57.0%	CL A	22788C105
—	HESS CORP	16,919	$2.702M	0.1%	$90.51	—	COM	42809H107
BKR	BAKER HUGHES COMPANY	60,976	$2.68M	0.1%	$32.45	+35.0%	CL A	05722G100
HCA	HCA HEALTHCARE INC	7,723	$2.669M	0.1%	$246.57	+29.5%	COM	40412C101
ITW	ILLINOIS TOOL WKS INC	10,583	$2.625M	0.1%	$177.30	+41.4%	COM	452308109
VYMI	VANGUARD WHITEHALL FDS	35,539	$2.619M	0.1%	$62.78	—	INTL HIGH ETF	921946794
TRGP	TARGA RES CORP	12,610	$2.528M	0.1%	$83.54	+133.0%	COM	87612G101
VRSK	VERISK ANALYTICS INC	8,460	$2.518M	0.1%	$172.77	+65.7%	COM	92345Y106
FLUT	FLUTTER ENTMT PLC	11,272	$2.497M	0.1%	$235.15	+10.1%	SHS	G3643J108
PLD	PROLOGIS INC.	22,143	$2.475M	0.1%	$97.79	+14.4%	COM	74340W103
TGT	TARGET CORP	23,665	$2.47M	0.1%	$141.26	-14.9%	COM	87612E106
CSX	CSX CORP	82,663	$2.433M	0.1%	$29.75	+5.2%	COM	126408103
TEAM	ATLASSIAN CORPORATION	11,416	$2.423M	0.1%	$159.55	+65.4%	CL A	049468101
CCI	CROWN CASTLE INC	23,184	$2.416M	0.1%	$102.15	-12.8%	COM	22822V101
PWR	QUANTA SVCS INC	9,378	$2.384M	0.1%	$170.10	+69.7%	COM	74762E102
APP	APPLOVIN CORP	8,906	$2.36M	0.1%	$270.46	+27.4%	COM CL A	03831W108
HPQ	HP INC	85,133	$2.357M	0.1%	$29.69	+2.3%	COM	40434L105
EME	EMCOR GROUP INC	6,325	$2.338M	0.1%	$371.42	+16.3%	COM	29084Q100
JCI	JOHNSON CTLS INTL PLC	29,168	$2.337M	0.1%	$47.42	+72.1%	SHS	G51502105
UTHR	UNITED THERAPEUTICS CORP DEL	7,540	$2.324M	0.1%	$248.25	+38.0%	COM	91307C102
NSC	NORFOLK SOUTHN CORP	9,811	$2.324M	0.1%	$202.02	+18.5%	COM	655844108
PYPL	PAYPAL HLDGS INC	35,103	$2.29M	0.1%	$81.70	-4.9%	COM	70450Y103
GLW	CORNING INC	49,804	$2.28M	0.1%	$34.26	+41.7%	COM	219350105
AEP	AMERICAN ELEC PWR CO INC	20,842	$2.277M	0.1%	$72.50	+35.8%	COM	025537101
AFL	AFLAC INC	20,270	$2.254M	0.1%	$40.64	+156.1%	COM	001055102
NKE	NIKE INC	34,699	$2.203M	0.1%	$86.87	-17.1%	CL B	654106103
VSS	VANGUARD INTL EQUITY INDEX F	19,037	$2.201M	0.1%	$110.52	—	FTSE SMCAP ETF	922042718
MTUM	ISHARES TR	10,879	$2.199M	0.1%	$158.36	—	MSCI USA MMENTM	46432F396
NDAQ	NASDAQ INC	28,845	$2.188M	0.1%	$67.05	+16.0%	COM	631103108
IQV	IQVIA HLDGS INC	12,338	$2.175M	0.1%	$156.03	+24.3%	COM	46266C105
FERG	FERGUSON ENTERPRISES INC	13,349	$2.139M	0.1%	$197.54	-13.6%	COMMON STOCK NEW	31488V107
FDX	FEDEX CORP	8,738	$2.13M	0.1%	$233.06	+8.8%	COM	31428X106
TFC	TRUIST FINL CORP	51,538	$2.121M	0.1%	$34.57	+23.5%	COM	89832Q109
BR	BROADRIDGE FINL SOLUTIONS IN	8,730	$2.117M	0.1%	$136.94	+69.3%	COM	11133T103
EQR	EQUITY RESIDENTIAL	29,438	$2.107M	0.1%	$57.68	+17.5%	SH BEN INT	29476L107
MSTR	MICROSTRATEGY INC	7,279	$2.098M	0.1%	$171.62	+85.0%	CL A NEW	594972408
GM	GENERAL MTRS CO	44,433	$2.09M	0.1%	$36.73	+32.9%	COM	37045V100
VLO	VALERO ENERGY CORP	15,815	$2.089M	0.1%	$124.70	+3.7%	COM	91913Y100
SHW	SHERWIN WILLIAMS CO	5,954	$2.079M	0.1%	$243.18	+43.2%	COM	824348106
AXON	AXON ENTERPRISE INC	3,933	$2.069M	0.1%	$357.72	+63.6%	COM	05464C101
IT	GARTNER INC	4,863	$2.041M	0.1%	$270.80	+82.0%	COM	366651107
AME	AMETEK INC	11,791	$2.03M	0.1%	$127.61	+41.5%	COM	031100100
AIG	AMERICAN INTL GROUP INC	23,344	$2.03M	0.1%	$64.76	+17.6%	COM NEW	026874784
LULU	LULULEMON ATHLETICA INC	7,131	$2.019M	0.1%	$318.97	+15.0%	COM	550021109
CEG	CONSTELLATION ENERGY CORP	10,007	$2.018M	0.1%	$65.07	+309.8%	COM	21037T109
COF	CAPITAL ONE FINL CORP	11,061	$1.983M	0.1%	$91.16	+104.9%	COM	14040H105
SRE	SEMPRA	27,376	$1.954M	0.1%	$67.33	+12.2%	COM	816851109
TEL	TE CONNECTIVITY PLC	13,819	$1.953M	0.1%	$146.85	-0.2%	ORD SHS	G87052109
XYL	XYLEM INC	16,194	$1.935M	0.1%	$97.38	+25.9%	COM	98419M100
FANG	DIAMONDBACK ENERGY INC	12,071	$1.93M	0.1%	$152.69	+2.9%	COM	25278X109
PCAR	PACCAR INC	19,701	$1.918M	0.1%	$66.93	+53.8%	COM	693718108
WEC	WEC ENERGY GROUP INC	17,434	$1.9M	0.1%	$69.66	+42.4%	COM	92939U106
A	AGILENT TECHNOLOGIES INC	15,848	$1.854M	0.1%	$107.57	+24.5%	COM	00846U101
SBAC	SBA COMMUNICATIONS CORP NEW	8,410	$1.85M	0.1%	$224.09	-8.4%	CL A	78410G104
AMP	AMERIPRISE FINL INC	3,812	$1.845M	0.1%	$354.43	+46.3%	COM	03076C106
—	ANSYS INC	5,779	$1.829M	0.1%	$239.47	—	COM	03662Q105
JBHT	HUNT J B TRANS SVCS INC	12,355	$1.828M	0.1%	$172.34	-5.4%	COM	445658107
DASH	DOORDASH INC	9,639	$1.762M	0.1%	$121.28	+55.1%	CL A	25809K105
ROK	ROCKWELL AUTOMATION INC	6,802	$1.758M	0.1%	$256.12	+7.2%	COM	773903109
—	DISCOVER FINL SVCS	10,259	$1.751M	0.1%	$145.57	—	COM	254709108
EQT	EQT CORP	32,700	$1.747M	0.1%	$34.01	+48.6%	COM	26884L109
ABNB	AIRBNB INC	14,428	$1.724M	0.1%	$118.77	+12.8%	COM CL A	009066101
EW	EDWARDS LIFESCIENCES CORP	23,768	$1.723M	0.1%	$76.79	-6.8%	COM	28176E108
APO	APOLLO GLOBAL MGMT INC	12,566	$1.721M	0.1%	$109.66	+38.5%	COM	03769M106
ODFL	OLD DOMINION FREIGHT LINE IN	10,400	$1.721M	0.1%	$170.35	+6.0%	COM	679580100
XEL	XCEL ENERGY INC	24,220	$1.715M	0.1%	$50.51	+30.7%	COM	98389B100
RJF	RAYMOND JAMES FINL INC	12,296	$1.708M	0.0%	$54.12	+183.1%	COM	754730109
HEI/A	HEICO CORP NEW	8,035	$1.695M	0.0%	$107.35	+80.3%	CL A	422806208
DGX	QUEST DIAGNOSTICS INC	9,990	$1.69M	0.0%	$86.02	+88.3%	COM	74834L100
O	REALTY INCOME CORP	29,058	$1.686M	0.0%	$48.78	+7.8%	COM	756109104
IR	INGERSOLL RAND INC	21,005	$1.681M	0.0%	$62.97	+38.2%	COM	45687V106
DOW	DOW INC	48,009	$1.676M	0.0%	$45.87	-21.6%	COM	260557103
DECK	DECKERS OUTDOOR CORP	14,896	$1.666M	0.0%	$147.35	+9.6%	COM	243537107
SNOW	SNOWFLAKE INC	11,290	$1.65M	0.0%	$162.72	+4.3%	CL A	833445109
MAR	MARRIOTT INTL INC NEW	6,827	$1.626M	0.0%	$165.17	+63.1%	CL A	571903202
CMG	CHIPOTLE MEXICAN GRILL INC	31,850	$1.599M	0.0%	$60.75	-10.5%	COM	169656105
DT	DYNATRACE INC	33,912	$1.599M	0.0%	$54.55	+0.3%	COM NEW	268150109
HLT	HILTON WORLDWIDE HLDGS INC	7,008	$1.595M	0.0%	$115.74	+114.8%	COM	43300A203
FIS	FIDELITY NATL INFORMATION SV	21,232	$1.586M	0.0%	$112.41	-34.5%	COM	31620M106
HYG	ISHARES TR	19,989	$1.577M	0.0%	$79.38	—	IBOXX HI YD ETF	464288513
VICI	VICI PPTYS INC	48,290	$1.575M	0.0%	$26.88	+8.5%	COM	925652109
VLTO	VERALTO CORP	16,121	$1.571M	0.0%	$73.75	+34.7%	COM SHS	92338C103
STE	STERIS PLC	6,889	$1.561M	0.0%	$174.50	+25.3%	SHS USD	G8473T100
KEYS	KEYSIGHT TECHNOLOGIES INC	10,384	$1.555M	0.0%	$136.26	+21.2%	COM	49338L103
LH	LABCORP HOLDINGS INC	6,616	$1.54M	0.0%	$199.50	+20.4%	COM SHS	504922105
KVUE	KENVUE INC	63,967	$1.534M	0.0%	$21.60	-1.0%	COM	49177J102
IRM	IRON MTN INC DEL	17,827	$1.534M	0.0%	$76.66	+21.5%	COM	46284V101
APD	AIR PRODS & CHEMS INC	5,015	$1.479M	0.0%	$198.97	+51.0%	COM	009158106
DOV	DOVER CORP	8,406	$1.477M	0.0%	$111.09	+71.3%	COM	260003108
VST	VISTRA CORP	12,553	$1.474M	0.0%	$48.74	+204.9%	COM	92840M102
BIIB	BIOGEN INC	10,719	$1.467M	0.0%	$298.36	-52.1%	COM	09062X103
NUE	NUCOR CORP	12,170	$1.465M	0.0%	$145.81	-13.1%	COM	670346105
CSGP	COSTAR GROUP INC	18,425	$1.46M	0.0%	$73.07	+4.1%	COM	22160N109
FTNT	FORTINET INC	15,037	$1.447M	0.0%	$65.18	+55.5%	COM	34959E109
ESS	ESSEX PPTY TR INC	4,654	$1.427M	0.0%	$220.97	+27.4%	COM	297178105
ES	EVERSOURCE ENERGY	22,971	$1.427M	0.0%	$53.40	+7.0%	COM	30040W108
IDXX	IDEXX LABS INC	3,382	$1.42M	0.0%	$347.56	+24.9%	COM	45168D104
BXP	BXP INC	21,102	$1.418M	0.0%	$76.27	-12.4%	COM	101121101
SYF	SYNCHRONY FINANCIAL	26,772	$1.417M	0.0%	$60.06	+1.4%	COM	87165B103
VEEV	VEEVA SYS INC	6,074	$1.407M	0.0%	$193.56	+18.1%	CL A COM	922475108
STZ	CONSTELLATION BRANDS INC	7,636	$1.401M	0.0%	$204.55	-13.1%	CL A	21036P108
MNST	MONSTER BEVERAGE CORP NEW	23,858	$1.396M	0.0%	$48.61	+7.2%	COM	61174X109
MKC	MCCORMICK & CO INC	16,851	$1.387M	0.0%	$74.67	+2.3%	COM NON VTG	579780206
ROST	ROSS STORES INC	10,795	$1.379M	0.0%	$81.09	+70.8%	COM	778296103
AEM	AGNICO EAGLE MINES LTD	12,700	$1.377M	0.0%	$94.57	0.0%	COM	008474108
DHI	D R HORTON INC	10,782	$1.371M	0.0%	$116.99	+13.5%	COM	23331A109
BAH	BOOZ ALLEN HAMILTON HLDG COR	13,094	$1.369M	0.0%	$80.42	+45.9%	CL A	099502106
FDS	FACTSET RESH SYS INC	2,998	$1.363M	0.0%	$405.37	+11.1%	COM	303075105
ULTA	ULTA BEAUTY INC	3,701	$1.357M	0.0%	$375.42	+1.5%	COM	90384S303
LNT	ALLIANT ENERGY CORP	20,996	$1.351M	0.0%	$41.77	+42.6%	COM	018802108
MPWR	MONOLITHIC PWR SYS INC	2,325	$1.348M	0.0%	$466.91	+33.9%	COM	609839105
MAA	MID-AMER APT CMNTYS INC	7,990	$1.339M	0.0%	$137.82	+11.2%	COM	59522J103
EBAY	EBAY INC.	19,470	$1.319M	0.0%	$53.46	+22.9%	COM	278642103
DOCU	DOCUSIGN INC	16,128	$1.313M	0.0%	$79.85	+9.7%	COM	256163106
TTWO	TAKE-TWO INTERACTIVE SOFTWAR	6,329	$1.312M	0.0%	$168.87	+18.3%	COM	874054109
HPE	HEWLETT PACKARD ENTERPRISE C	84,963	$1.311M	0.0%	$12.98	+49.4%	COM	42824C109
NET	CLOUDFLARE INC	11,357	$1.28M	0.0%	$54.93	+141.3%	CL A COM	18915M107
GEHC	GE HEALTHCARE TECHNOLOGIES I	15,806	$1.276M	0.0%	$77.65	+10.5%	COMMON STOCK	36266G107
CVS	CVS HEALTH CORP	18,605	$1.26M	0.0%	$73.14	-20.7%	COM	126650100
CNC	CENTENE CORP DEL	20,520	$1.246M	0.0%	$73.83	-18.2%	COM	15135B101
TSCO	TRACTOR SUPPLY CO	22,395	$1.234M	0.0%	$52.30	+3.1%	COM	892356106
FTV	FORTIVE CORP	16,729	$1.224M	0.0%	$40.05	+46.0%	COM	34959J108
ETR	ENTERGY CORP NEW	14,262	$1.219M	0.0%	$63.28	+27.1%	COM	29364G103
AER	AERCAP HOLDINGS NV	11,919	$1.218M	0.0%	$66.50	+47.8%	SHS	N00985106
PTC	PTC INC	7,781	$1.206M	0.0%	$143.02	+20.2%	COM	69370C100
PNR	PENTAIR PLC	13,553	$1.186M	0.0%	$66.95	+41.2%	SHS	G7S00T104
NTAP	NETAPP INC	13,453	$1.182M	0.0%	$112.51	-3.7%	COM	64110D104
BALL	BALL CORP	22,436	$1.168M	0.0%	$65.40	-20.9%	COM	058498106
ZS	ZSCALER INC	5,853	$1.161M	0.0%	$131.45	+51.6%	COM	98980G102
COIN	COINBASE GLOBAL INC	6,738	$1.16M	0.0%	$211.82	+14.3%	COM CL A	19260Q107
MCHP	MICROCHIP TECHNOLOGY INC.	23,333	$1.13M	0.0%	$73.37	-26.1%	COM	595017104
EMB	ISHARES TR	12,358	$1.12M	0.0%	$91.54	—	JPMORGAN USD EMG	464288281
MOH	MOLINA HEALTHCARE INC	3,381	$1.114M	0.0%	$355.57	-15.1%	COM	60855R100
DELL	DELL TECHNOLOGIES INC	11,966	$1.091M	0.0%	$95.06	+9.6%	CL C	24703L202
TPL	TEXAS PACIFIC LAND CORPORATI	823	$1.09M	0.0%	$405.98	+9.2%	COM	88262P102
MTB	M & T BK CORP	6,044	$1.08M	0.0%	$122.01	+51.2%	COM	55261F104
BURL	BURLINGTON STORES INC	4,515	$1.076M	0.0%	$258.80	+0.1%	COM	122017106
PSA	PUBLIC STORAGE OPER CO	3,570	$1.068M	0.0%	$222.35	+29.3%	COM	74460D109
RBLX	ROBLOX CORP	18,192	$1.06M	0.0%	$50.32	+24.9%	CL A	771049103
EXPD	EXPEDITORS INTL WASH INC	8,799	$1.058M	0.0%	$114.61	-0.8%	COM	302130109
TTD	THE TRADE DESK INC	19,272	$1.055M	0.0%	$88.52	+2.2%	COM CL A	88339J105
HUM	HUMANA INC	3,982	$1.054M	0.0%	$309.01	-13.7%	COM	444859102
SPG	SIMON PPTY GROUP INC NEW	6,309	$1.048M	0.0%	$116.24	+43.6%	COM	828806109
PODD	INSULET CORP	3,988	$1.047M	0.0%	$249.31	+8.6%	COM	45784P101
INVH	INVITATION HOMES INC	29,866	$1.041M	0.0%	$31.38	-0.9%	COM	46187W107
PHM	PULTE GROUP INC	10,082	$1.036M	0.0%	$127.43	-15.9%	COM	745867101
CCEP	COCA-COLA EUROPACIFIC PARTNE	11,871	$1.033M	0.0%	$51.15	+55.4%	SHS	G25839104
DRI	DARDEN RESTAURANTS INC	4,958	$1.03M	0.0%	$162.62	+16.0%	COM	237194105
GEN	GEN DIGITAL INC	38,703	$1.027M	0.0%	$28.19	-4.3%	COM	668771108
CVNA	CARVANA CO	4,873	$1.019M	0.0%	$224.63	-1.5%	CL A	146869102
XYZ	BLOCK INC	18,513	$1.006M	0.0%	$74.71	-0.1%	CL A	852234103
WAT	WATERS CORP	2,675	$986K	0.0%	$188.31	+105.6%	COM	941848103
FE	FIRSTENERGY CORP	24,224	$979K	0.0%	$33.24	+15.7%	COM	337932107
DXCM	DEXCOM INC	14,305	$977K	0.0%	$97.38	-16.2%	COM	252131107
FITB	FIFTH THIRD BANCORP	24,874	$975K	0.0%	$38.59	+5.4%	COM	316773100
DOCS	DOXIMITY INC	16,700	$969K	0.0%	$63.15	0.0%	CL A	26622P107
EFX	EQUIFAX INC	3,886	$946K	0.0%	$261.07	-4.4%	COM	294429105
AVY	AVERY DENNISON CORP	5,296	$943K	0.0%	$139.79	+29.0%	COM	053611109
EXPE	EXPEDIA GROUP INC	5,572	$937K	0.0%	$174.48	+3.6%	COM NEW	30212P303
DD	DUPONT DE NEMOURS INC	12,492	$933K	0.0%	$30.50	+4.6%	COM	26614N102
HBAN	HUNTINGTON BANCSHARES INC	62,050	$931K	0.0%	$13.21	+17.6%	COM	446150104
GGG	GRACO INC	11,145	$931K	0.0%	$80.36	+3.9%	COM	384109104
WY	WEYERHAEUSER CO MTN BE	31,746	$930K	0.0%	$24.30	+18.8%	COM NEW	962166104
CPRT	COPART INC	16,316	$923K	0.0%	$43.19	+30.3%	COM	217204106
OTIS	OTIS WORLDWIDE CORP	8,930	$922K	0.0%	$76.15	+26.3%	COM	68902V107
VRT	VERTIV HOLDINGS CO	12,645	$913K	0.0%	$89.37	+18.9%	COM CL A	92537N108
DDOG	DATADOG INC	9,144	$907K	0.0%	$130.63	-3.4%	CL A COM	23804L103
HAL	HALLIBURTON CO	35,717	$906K	0.0%	$20.80	+23.0%	COM	406216101
WSM	WILLIAMS SONOMA INC	5,728	$906K	0.0%	$156.19	+22.2%	COM	969904101
TDY	TELEDYNE TECHNOLOGIES INC	1,818	$905K	0.0%	$414.85	+19.2%	COM	879360105
ZM	ZOOM COMMUNICATIONS INC	12,154	$897K	0.0%	$75.96	+4.9%	CL A	98980L101
EG	EVEREST GROUP LTD	2,443	$888K	0.0%	$317.60	+10.1%	COM	G3223R108
FCNCA	FIRST CTZNS BANCSHARES INC N	476	$883K	0.0%	$1897.78	+6.9%	CL A	31946M103
REG	REGENCY CTRS CORP	11,834	$873K	0.0%	$69.72	+0.5%	COM	758849103
OC	OWENS CORNING NEW	6,076	$868K	0.0%	$72.87	+126.9%	COM	690742101
NVR	NVR INC	119	$862K	0.0%	$6130.38	+24.1%	COM	62944T105
DLTR	DOLLAR TREE INC	11,344	$852K	0.0%	$71.51	0.0%	COM	256746108
NTNX	NUTANIX INC	12,161	$849K	0.0%	$65.36	+5.9%	CL A	67059N108
AVB	AVALONBAY CMNTYS INC	3,943	$846K	0.0%	$146.68	+42.9%	COM	053484101
CHTR	CHARTER COMMUNICATIONS INC N	2,238	$825K	0.0%	$347.93	+2.8%	CL A	16119P108
AEE	AMEREN CORP	8,194	$823K	0.0%	$65.82	+42.4%	COM	023608102
LEN	LENNAR CORP	7,144	$820K	0.0%	$109.13	+12.8%	CL A	526057104
WAB	WABTEC	4,448	$807K	0.0%	$72.82	+162.2%	COM	929740108
PPL	PPL CORP	21,503	$776K	0.0%	$26.30	+25.2%	COM	69351T106
MTD	METTLER TOLEDO INTERNATIONAL	655	$773K	0.0%	$993.14	+28.6%	COM	592688105
—	CYBERARK SOFTWARE LTD	2,288	$773K	0.0%	$120.83	—	SHS	M2682V108
RPM	RPM INTL INC	6,670	$772K	0.0%	$98.14	+23.9%	COM	749685103
PPG	PPG INDS INC	6,724	$735K	0.0%	$125.90	-10.6%	COM	693506107
CFG	CITIZENS FINL GROUP INC	17,418	$714K	0.0%	$38.41	+12.5%	COM	174610105
HEI	HEICO CORP NEW	2,666	$712K	0.0%	$164.21	+48.3%	COM	422806109
GPN	GLOBAL PMTS INC	7,268	$712K	0.0%	$155.22	-33.3%	COM	37940X102
COO	COOPER COS INC	8,372	$706K	0.0%	$89.60	0.0%	COM	216648501
HUBB	HUBBELL INC	2,130	$705K	0.0%	$278.36	+37.5%	COM	443510607
EXR	EXTRA SPACE STORAGE INC	4,686	$696K	0.0%	$126.42	+14.9%	COM	30225T102
DKS	DICKS SPORTING GOODS INC	3,428	$691K	0.0%	$204.10	+6.9%	COM	253393102
KEY	KEYCORP	42,862	$685K	0.0%	$14.86	+9.3%	COM	493267108
ZBH	ZIMMER BIOMET HOLDINGS INC	6,054	$685K	0.0%	$109.31	-3.1%	COM	98956P102
TROW	PRICE T ROWE GROUP INC	7,424	$682K	0.0%	$109.05	-7.7%	COM	74144T108
TWLO	TWILIO INC	6,874	$673K	0.0%	$59.84	+98.1%	CL A	90138F102
ARES	ARES MANAGEMENT CORPORATION	4,579	$671K	0.0%	$97.29	+73.0%	CL A COM STK	03990B101
AWK	AMERICAN WTR WKS CO INC NEW	4,534	$669K	0.0%	$123.53	+4.5%	COM	030420103
—	DAYFORCE INC	11,412	$666K	0.0%	$70.32	-8.3%	COM	15677J108
SPOT	SPOTIFY TECHNOLOGY S A	1,177	$647K	0.0%	$304.92	+83.3%	SHS	L8681T102
STX	SEAGATE TECHNOLOGY HLDNGS PL	7,594	$645K	0.0%	$89.80	+3.4%	ORD SHS	G7997R103
POOL	POOL CORP	2,021	$643K	0.0%	$343.38	-2.7%	COM	73278L105
ALLE	ALLEGION PLC	4,923	$642K	0.0%	$130.49	-1.5%	ORD SHS	G0176J109
LYB	LYONDELLBASELL INDUSTRIES N	9,072	$639K	0.0%	$79.84	-13.8%	SHS - A -	N53745100
PSTG	PURE STORAGE INC	14,402	$638K	0.0%	$57.57	+4.8%	CL A	74624M102
RVTY	REVVITY INC	5,995	$634K	0.0%	$136.52	-15.7%	COM	714046109
SOLV	SOLVENTUM CORP	8,287	$630K	0.0%	$60.70	+22.7%	COM SHS	83444M101
CLX	CLOROX CO DEL	4,254	$626K	0.0%	$164.04	-9.8%	COM	189054109
CSL	CARLISLE COS INC	1,808	$616K	0.0%	$394.88	-10.4%	COM	142339100
LII	LENNOX INTL INC	1,081	$606K	0.0%	$562.87	+6.5%	COM	526107107
ASML	ASML HOLDING N V	900	$596K	0.0%	$662.63	—	N Y REGISTRY SHS	N07059210
IEX	IDEX CORP	3,262	$590K	0.0%	$214.74	-8.4%	COM	45167R104
RF	REGIONS FINANCIAL CORP NEW	27,084	$589K	0.0%	$20.60	+8.7%	COM	7591EP100
EQH	EQUITABLE HLDGS INC	11,245	$586K	0.0%	$45.08	+13.9%	COM	29452E101
TSN	TYSON FOODS INC	9,095	$580K	0.0%	$55.25	+2.9%	CL A	902494103
GPC	GENUINE PARTS CO	4,861	$579K	0.0%	$140.35	-16.8%	COM	372460105
HOLX	HOLOGIC INC	9,299	$574K	0.0%	$79.99	-17.2%	COM	436440101
GRAB	GRAB HOLDINGS LIMITED	126,679	$574K	0.0%	$3.13	+49.0%	CLASS A ORD	G4124C109
OKTA	OKTA INC	5,188	$546K	0.0%	$77.52	+26.0%	CL A	679295105
TRU	TRANSUNION	6,563	$545K	0.0%	$89.52	+1.5%	COM	89400J107
WIX	WIX COM LTD	3,316	$542K	0.0%	$143.66	+44.6%	SHS	M98068105
CCK	CROWN HLDGS INC	5,928	$529K	0.0%	$84.85	+1.8%	COM	228368106
BRO	BROWN & BROWN INC	4,250	$529K	0.0%	$98.62	+12.7%	COM	115236101
FBIN	FORTUNE BRANDS INNOVATIONS I	8,495	$517K	0.0%	$49.85	+31.8%	COM	34964C106
NRG	NRG ENERGY INC	5,250	$501K	0.0%	$91.23	+9.7%	COM NEW	629377508
STLD	STEEL DYNAMICS INC	3,970	$497K	0.0%	$124.96	0.0%	COM	858119100
FSLR	FIRST SOLAR INC	3,825	$484K	0.0%	$156.16	0.0%	COM	336433107
OVV	OVINTIV INC	11,000	$471K	0.0%	$41.65	+2.5%	COM	69047Q102
TEVA	TEVA PHARMACEUTICAL INDS LTD	30,044	$462K	0.0%	$12.08	—	SPONSORED ADS	881624209
MDB	MONGODB INC	2,588	$454K	0.0%	$282.40	-13.7%	CL A	60937P106
EIX	EDISON INTL	7,480	$441K	0.0%	$75.98	-27.8%	COM	281020107
NTRS	NORTHERN TR CORP	4,407	$435K	0.0%	$79.92	+29.4%	COM	665859104
PAYC	PAYCOM SOFTWARE INC	1,920	$419K	0.0%	$201.32	+4.1%	COM	70432V102
NDSN	NORDSON CORP	2,073	$418K	0.0%	$217.95	-4.2%	COM	655663102
MANH	MANHATTAN ASSOCIATES INC	2,415	$418K	0.0%	$220.46	-5.5%	COM	562750109
OMC	OMNICOM GROUP INC	4,964	$412K	0.0%	$74.25	+8.6%	COM	681919106
EPAM	EPAM SYS INC	2,409	$407K	0.0%	$200.41	+10.0%	COM	29414B104
MAS	MASCO CORP	5,665	$394K	0.0%	$74.05	-0.6%	COM	574599106
WDC	WESTERN DIGITAL CORP	9,627	$389K	0.0%	$47.25	0.0%	COM	958102105
SSNC	SS&C TECHNOLOGIES HLDGS INC	4,587	$383K	0.0%	$70.90	+16.7%	COM	78467J100
HOOD	ROBINHOOD MKTS INC	9,098	$379K	0.0%	$47.54	0.0%	COM CL A	770700102
CAG	CONAGRA BRANDS INC	13,991	$373K	0.0%	$31.62	-22.9%	COM	205887102
MPC	MARATHON PETE CORP	2,524	$368K	0.0%	$84.93	+70.9%	COM	56585A102
ILMN	ILLUMINA INC	4,326	$343K	0.0%	$341.71	-68.3%	COM	452327109
SYY	SYSCO CORP	4,513	$339K	0.0%	$59.50	+19.8%	COM	871829107
MSCI	MSCI INC	583	$330K	0.0%	$501.70	+14.6%	COM	55354G100
TECH	BIO-TECHNE CORP	5,291	$310K	0.0%	$78.07	-13.6%	COM	09073M104
MNDY	MONDAY COM LTD	1,262	$307K	0.0%	$211.89	+24.7%	SHS	M7S64H106
F	FORD MTR CO	28,345	$284K	0.0%	$10.51	-12.1%	COM	345370860
DKNG	DRAFTKINGS INC NEW	8,279	$275K	0.0%	$41.08	0.0%	COM CL A	26142V105
HSIC	HENRY SCHEIN INC	4,000	$274K	0.0%	$69.33	+6.5%	COM	806407102
ALNY	ALNYLAM PHARMACEUTICALS INC	955	$258K	0.0%	$157.87	+62.8%	COM	02043Q107
Z	ZILLOW GROUP INC	3,657	$251K	0.0%	$53.70	+42.3%	CL C CAP STK	98954M200
OXY	OCCIDENTAL PETE CORP	4,664	$230K	0.0%	$53.22	-10.1%	COM	674599105
RMD	RESMED INC	1,016	$227K	0.0%	$164.96	+40.4%	COM	761152107
CTRA	COTERRA ENERGY INC	7,682	$222K	0.0%	$26.99	0.0%	COM	127097103
IP	INTERNATIONAL PAPER CO	4,131	$220K	0.0%	$52.74	0.0%	COM	460146103
KNX	KNIGHT-SWIFT TRANSN HLDGS IN	5,000	$217K	0.0%	$29.69	+71.1%	CL A	499049104
WBD	WARNER BROS DISCOVERY INC	17,737	$190K	0.0%	$13.91	-24.8%	COM SER A	934423104
—	AMCOR PLC	13,788	$134K	0.0%	$8.28	+16.5%	ORD	G0250X107