Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
SPYM	SPDR SERIES TRUST	66,398,232	$5.202B	23.7%	$78.34	$72.59	—	PORTFOLIO S&P500	78464A854
MSFT	MICROSOFT CORP	1,837,746	$952M	4.3%	$517.95	$166.26	+206.0%	COM	594918104
NVDA	NVIDIA CORPORATION	3,800,256	$709M	3.2%	$186.57 *	$93.51	+86.4%	COM	67066G104
VOO	VANGUARD INDEX FDS	1,092,167	$669M	3.0%	$612.34	$612.34	—	S&P 500 ETF SHS	922908363
IVV	ISHARES TR	998,515	$668M	3.0%	$669.30	$669.29	—	CORE S&P500 ETF	464287200
AAPL	APPLE INC	2,338,914	$595M	2.7%	$254.55 *	$102.38	+120.3%	COM	037833100
AMZN	AMAZON COM INC	2,644,254	$581M	2.6%	$219.54 *	$213.96	+5.8%	COM	023135106
NVMI	NOVA LTD	12,047	$383M	1.7%	$31763.95 *	$192.86	+43.2%	COM	M7516K103
QQQM	INVESCO EXCH TRADED FD TR II	1,523,993	$377M	1.7%	$247.12	$247.12	—	NASDAQ 100 ETF	46138G649
V	VISA INC	940,642	$321M	1.5%	$341.21	$227.79	+51.5%	COM CL A	92826C839
CAMT	CAMTEK LTD	30,184	$316M	1.4%	$10468.94 *	$74.86	+19.7%	ORD	M20791105
FAST	FASTENAL CO	5,604,874	$275M	1.2%	$49.04 *	$34.22	+37.2%	COM	311900104
ENLT	ENLIGHT RENEWABLE ENERGY LTD	87,757	$271M	1.2%	$3084.08 *	$16.32	+62.9%	SHS	M4056D110
FERG	FERGUSON ENTERPRISES INC	1,192,059	$268M	1.2%	$224.47	$197.27	+13.9%	COMMON STOCK NEW	31488V107
META	META PLATFORMS INC	348,793	$256M	1.2%	$734.27	$189.45	+292.3%	CL A	30303M102
AVGO	BROADCOM INC	742,676	$245M	1.1%	$329.71 *	$148.51	+105.9%	COM	11135F101
HD	HOME DEPOT INC	593,427	$240M	1.1%	$405.19 *	$268.25	+45.1%	COM	437076102
SPGI	S&P GLOBAL INC	490,939	$239M	1.1%	$486.63 *	$366.22	+45.8%	COM	78409V104
VRSK	VERISK ANALYTICS INC	912,508	$229M	1.0%	$251.43 *	$236.48	+15.7%	COM	92345Y106
AON	AON PLC	640,774	$228M	1.0%	$356.32	$310.50	+16.4%	SHS CL A	G0403H108
TSEM	TOWER SEMICONDUCTOR LTD	31,971	$228M	1.0%	$7124.57 *	$42.63	+28.1%	SHS NEW	M87915274
GOOGL	ALPHABET INC	919,332	$223M	1.0%	$243.07 *	$117.88	+77.5%	CAP STK CL A	02079K305
JNJ	JOHNSON & JOHNSON	1,178,610	$219M	1.0%	$185.40 *	$139.11	+21.9%	COM	478160104
GOOG	ALPHABET INC	831,384	$202M	0.9%	$243.52 *	$117.91	+78.0%	CAP STK CL C	02079K107
MDT	MEDTRONIC PLC	2,124,412	$202M	0.9%	$95.22 *	$74.56	+22.4%	SHS	G5960L103
TSLA	TESLA INC	445,435	$198M	0.9%	$444.57 *	$321.49	+7.9%	COM	88160R101
CDNS	CADENCE DESIGN SYSTEM INC	523,132	$184M	0.8%	$351.33 *	$279.05	+23.3%	COM	127387108
APH	AMPHENOL CORP NEW	1,427,865	$177M	0.8%	$123.75 *	$89.90	+21.7%	CL A	032095101
UNH	UNITEDHEALTH GROUP INC	450,255	$155M	0.7%	$345.27 *	$368.13	-18.8%	COM	91324P102
PG	PROCTER AND GAMBLE CO	982,705	$151M	0.7%	$153.62	$131.77	+17.5%	COM	742718109
YUM	YUM BRANDS INC	941,511	$143M	0.7%	$151.96 *	$122.82	+18.9%	COM	988498101
MAR	MARRIOTT INTL INC NEW	547,902	$143M	0.6%	$260.51 *	$182.03	+46.9%	CL A	571903202
JPM	JPMORGAN CHASE & CO.	449,171	$142M	0.6%	$315.39 *	$131.49	+125.1%	COM	46625H100
OTIS	OTIS WORLDWIDE CORP	1,545,461	$141M	0.6%	$91.43	$81.77	+10.2%	COM	68902V107
CL	COLGATE PALMOLIVE CO	1,693,152	$135M	0.6%	$79.93 *	$76.25	+11.0%	COM	194162103
ICE	INTERCONTINENTAL EXCHANGE IN	634,514	$107M	0.5%	$168.44 *	$144.00	+23.4%	COM	45866F104
BRK/B	BERKSHIRE HATHAWAY INC DEL	210,755	$106M	0.5%	$502.61 *	$462.19	+4.8%	CL B NEW	084670702
LLY	ELI LILLY & CO	137,378	$105M	0.5%	$762.49 *	$178.15	+316.6%	COM	532457108
ICLR	ICON PLC	569,635	$99.71M	0.5%	$175.04 *	$305.55	-45.2%	SHS	G4705A100
ROL	ROLLINS INC	1,423,841	$83.64M	0.4%	$58.75 *	$55.85	+1.4%	COM	775711104
NFLX	NETFLIX INC	67,253	$80.61M	0.4%	$1198.58 *	$41.25	+195.9%	COM	64110L106
MA	MASTERCARD INCORPORATED	132,984	$75.62M	0.3%	$568.65	$122.02	+370.0%	CL A	57636Q104
ORCL	ORACLE CORP	263,380	$74.02M	0.3%	$281.04 *	$73.49	+245.9%	COM	68389X105
WMT	WALMART INC	693,344	$71.45M	0.3%	$103.04 *	$51.34	+93.3%	COM	931142103
AU	ANGLOGOLD ASHANTI PLC	1,003,795	$70.59M	0.3%	$70.32 *	$51.10	+7.5%	COM SHS	G0378L100
GFI	GOLD FIELDS LTD	1,662,120	$69.77M	0.3%	$41.98	$17.81	—	SPONSORED ADR	38059T106
EWY	ISHARES INC	867,443	$69.48M	0.3%	$80.09	$56.84	—	MSCI STH KOR ETF	464286772
ABBV	ABBVIE INC	289,149	$66.93M	0.3%	$231.48 *	$78.10	+158.6%	COM	00287Y109
COST	COSTCO WHSL CORP NEW	70,349	$65.11M	0.3%	$925.56 *	$662.30	+44.5%	COM	22160K105
PDD	PDD HOLDINGS INC	472,054	$62.37M	0.3%	$132.13	$107.42	—	SPONSORED ADS	722304102
PLTR	PALANTIR TECHNOLOGIES INC	332,008	$60.55M	0.3%	$182.38 *	$21.12	+667.5%	CL A	69608A108
BAC	BANK AMERICA CORP	1,072,658	$55.31M	0.3%	$51.57 *	$24.81	+94.9%	COM	060505104
NU	NU HLDGS LTD	3,308,124	$52.95M	0.2%	$16.01 *	$12.01	+16.2%	ORD SHS CL A	G6683N103
GE	GE AEROSPACE	174,088	$52.35M	0.2%	$300.72 *	$112.09	+143.3%	COM NEW	369604301
CSCO	CISCO SYS INC	672,981	$46.04M	0.2%	$68.40	$41.12	+63.9%	COM	17275R102
LIN	LINDE PLC	94,459	$44.86M	0.2%	$474.95	$337.41	+39.5%	SHS	G54950103
WFC	WELLS FARGO CO NEW	526,853	$44.16M	0.2%	$83.83 *	$38.95	+106.6%	COM	949746101
CVX	CHEVRON CORP NEW	284,343	$44.16M	0.2%	$155.29	$143.67	+6.0%	COM	166764100
AMD	ADVANCED MICRO DEVICES INC	268,012	$43.35M	0.2%	$161.76	$93.99	+71.7%	COM	007903107
KO	COCA COLA CO	632,914	$41.98M	0.2%	$66.32 *	$47.89	+41.8%	COM	191216100
IBM	INTERNATIONAL BUSINESS MACHS	147,222	$41.54M	0.2%	$282.18 *	$166.92	+55.5%	COM	459200101
MELI	MERCADOLIBRE INC	17,736	$41.46M	0.2%	$2337.49 *	$726.35	+230.5%	COM	58733R102
GS	GOLDMAN SACHS GROUP INC	51,445	$40.96M	0.2%	$796.11 *	$343.42	+114.0%	COM	38141G104
ABT	ABBOTT LABS	288,425	$38.64M	0.2%	$133.96 *	$102.23	+27.8%	COM	002824100
CRM	SALESFORCE INC	150,754	$35.72M	0.2%	$236.97 *	$223.29	+12.6%	COM	79466L302
MRK	MERCK & CO INC	422,758	$35.48M	0.2%	$83.92 *	$75.45	+7.4%	COM	58933Y105
MCD	MCDONALDS CORP	116,252	$35.34M	0.2%	$303.96	$193.31	+55.9%	COM	580135101
DIS	DISNEY WALT CO	293,967	$33.65M	0.2%	$114.47 *	$135.34	-13.6%	COM	254687106
RY	ROYAL BK CDA	226,144	$33.29M	0.2%	$147.22 *	$87.47	+57.6%	COM	780087102
UBER	UBER TECHNOLOGIES INC	337,577	$33.06M	0.2%	$97.93 *	$43.65	+114.3%	COM	90353T100
MU	MICRON TECHNOLOGY INC	194,662	$32.58M	0.1%	$167.37 *	$66.94	+90.9%	COM	595112103
MS	MORGAN STANLEY	203,469	$32.34M	0.1%	$158.94 *	$81.55	+79.6%	COM NEW	617446448
T	AT&T INC	1,134,130	$32.01M	0.1%	$28.22	$16.65	+68.6%	COM	00206R102
FMX	FOMENTO ECONOMICO MEXICANO S	319,194	$31.49M	0.1%	$98.64	$97.96	—	SPON ADR UNITS	344419106
AMAT	APPLIED MATLS INC	153,236	$31.37M	0.1%	$204.73 *	$103.21	+75.2%	COM	038222105
QCOM	QUALCOMM INC	188,247	$31.32M	0.1%	$166.37 *	$97.32	+61.5%	COM	747525103
PEP	PEPSICO INC	223,064	$31.31M	0.1%	$140.39	$149.63	-6.1%	COM	713448108
AXP	AMERICAN EXPRESS CO	92,871	$30.85M	0.1%	$332.15 *	$146.33	+116.3%	COM	025816109
TMO	THERMO FISHER SCIENTIFIC INC	63,593	$30.83M	0.1%	$484.79 *	$467.43	-0.6%	COM	883556102
NOW	SERVICENOW INC	33,367	$30.7M	0.1%	$919.95 *	$103.08	+81.2%	COM	81762P102
C	CITIGROUP INC	301,902	$30.64M	0.1%	$101.49 *	$56.52	+66.5%	COM NEW	172967424
LRCX	LAM RESEARCH CORP	228,909	$30.64M	0.1%	$133.85 *	$75.02	+40.7%	COM NEW	512807306
EWM	ISHARES INC	1,181,536	$30.58M	0.1%	$25.88	$24.53	—	MSCI MLY ETF NEW	46434G814
APP	APPLOVIN CORP	42,553	$30.57M	0.1%	$718.50 *	$259.09	+78.0%	COM CL A	03831W108
INTU	INTUIT	44,495	$30.38M	0.1%	$682.75 *	$426.64	+68.6%	COM	461202103
VZ	VERIZON COMMUNICATIONS INC	679,642	$29.86M	0.1%	$43.93 *	$37.63	+12.9%	COM	92343V104
TXN	TEXAS INSTRS INC	161,696	$29.7M	0.1%	$183.70 *	$116.53	+65.9%	COM	882508104
BKNG	BOOKING HOLDINGS INC	5,361	$28.93M	0.1%	$5395.71 *	$1834.61	+203.3%	COM	09857L108
BSAC	BANCO SANTANDER CHILE NEW	1,072,868	$28.4M	0.1%	$26.47	$26.36	—	SP ADR REP COM	05965X109
SHOP	SHOPIFY INC	190,758	$28.3M	0.1%	$148.37 *	$51.80	+161.7%	CL A SUB VTG SHS	82509L107
BLK	BLACKROCK INC	24,279	$28.29M	0.1%	$1165.38 *	$990.27	+12.0%	COM	09290D101
TJX	TJX COS INC NEW	195,202	$28.21M	0.1%	$144.54 *	$106.20	+24.6%	COM	872540109
VWOB	VANGUARD WHITEHALL FDS	420,000	$28.1M	0.1%	$66.89	$63.75	—	EM MK GOV BD ETF	921946885
CAT	CATERPILLAR INC	58,354	$27.83M	0.1%	$476.98 *	$209.05	+103.5%	COM	149123101
SE	SEA LTD	155,268	$27.74M	0.1%	$178.68	$129.13	—	SPONSORD ADS	81141R100
ISRG	INTUITIVE SURGICAL INC	60,084	$26.87M	0.1%	$447.20 *	$325.61	+47.4%	COM NEW	46120E602
ANET	ARISTA NETWORKS INC	181,205	$26.4M	0.1%	$145.72 *	$101.52	+26.8%	COM SHS	040413205
SCHW	SCHWAB CHARLES CORP	275,021	$26.25M	0.1%	$95.43	$49.36	+91.5%	COM	808513105
KLAC	KLA CORP	23,715	$25.57M	0.1%	$1078.04 *	$348.19	+167.2%	COM NEW	482480100
BAP	CREDICORP LTD	95,874	$25.55M	0.1%	$266.49 *	$177.02	+39.7%	COM	G2519Y108
AMGN	AMGEN INC	90,429	$25.51M	0.1%	$282.12	$197.33	+45.2%	COM	031162100
NEE	NEXTERA ENERGY INC	334,914	$25.28M	0.1%	$75.48 *	$60.07	+20.2%	COM	65339F101
INTC	INTEL CORP	753,166	$25.26M	0.1%	$33.54 *	$44.69	-45.8%	COM	458140100
BSX	BOSTON SCIENTIFIC CORP	256,881	$25.08M	0.1%	$97.62 *	$44.04	+135.1%	COM	101137107
ACN	ACCENTURE PLC IRELAND	100,308	$24.74M	0.1%	$246.66 *	$299.66	-13.0%	SHS CLASS A	G1151C101
ADBE	ADOBE INC	69,680	$24.57M	0.1%	$352.65	$520.98	-31.1%	COM	00724F101
PFE	PFIZER INC	948,506	$24.16M	0.1%	$25.47 *	$27.45	-12.0%	COM	717081103
GILD	GILEAD SCIENCES INC	212,812	$23.62M	0.1%	$110.98	$62.43	+79.8%	COM	375558103
PGR	PROGRESSIVE CORP	94,504	$23.34M	0.1%	$246.92 *	$106.47	+117.6%	COM	743315103
HON	HONEYWELL INTL INC	109,205	$22.99M	0.1%	$210.49	$195.42	+6.0%	COM	438516106
ETN	EATON CORP PLC	59,892	$22.42M	0.1%	$374.32 *	$288.99	+25.7%	SHS	G29183103
MMYT	MAKEMYTRIP LIMITED MAURITIUS	239,258	$22.4M	0.1%	$93.62 *	$96.33	+0.9%	SHS	V5633W109
TD	TORONTO DOMINION BK ONT	277,316	$22.17M	0.1%	$79.93 *	$61.43	+22.2%	COM NEW	891160509
LOW	LOWES COS INC	87,376	$21.95M	0.1%	$251.23 *	$123.81	+97.2%	COM	548661107
PANW	PALO ALTO NETWORKS INC	107,186	$21.82M	0.1%	$203.59 *	$139.13	+37.6%	COM	697435105
SYK	STRYKER CORPORATION	57,174	$21.13M	0.1%	$369.61 *	$236.22	+62.8%	COM	863667101
UBS	UBS GROUP AG	516,436	$21.08M	0.1%	$40.81 *	$17.55	+121.3%	SHS	H42097107
WM	WASTE MGMT INC DEL	95,106	$21.01M	0.1%	$220.89	$143.54	+55.8%	COM	94106L109
ADI	ANALOG DEVICES INC	84,732	$20.81M	0.1%	$245.63 *	$146.06	+63.6%	COM	032654105
COF	CAPITAL ONE FINL CORP	96,167	$20.44M	0.1%	$212.57 *	$152.25	+43.1%	COM	14040H105
ITUB	ITAU UNIBANCO HLDG S A	2,778,561	$20.41M	0.1%	$7.35	$8.25	—	SPON ADR REP PFD	465562106
ADP	AUTOMATIC DATA PROCESSING IN	68,566	$20.12M	0.1%	$293.43	$166.67	+78.7%	COM	053015103
BX	BLACKSTONE INC	117,672	$20.1M	0.1%	$170.79	$59.90	+182.9%	COM	09260D107
DHR	DANAHER CORPORATION	101,411	$20.09M	0.1%	$198.09	$224.51	-11.6%	COM	235851102
ENB	ENBRIDGE INC	397,091	$20.02M	0.1%	$50.41 *	$39.21	+17.6%	COM	29250N105
WELL	WELLTOWER INC	111,525	$19.86M	0.1%	$178.09 *	$75.81	+115.5%	COM	95040Q104
CRWD	CROWDSTRIKE HLDGS INC	40,156	$19.69M	0.1%	$490.27 *	$195.82	+132.2%	CL A	22788C105
COP	CONOCOPHILLIPS	206,264	$19.51M	0.1%	$94.56	$97.61	-4.4%	COM	20825C104
SNPS	SYNOPSYS INC	38,921	$19.22M	0.1%	$493.77 *	$374.83	+50.8%	COM	871607107
CMCSA	COMCAST CORP NEW	605,563	$19.02M	0.1%	$31.40 *	$29.65	+11.8%	CL A	20030N101
TMUS	T-MOBILE US INC	78,581	$18.81M	0.1%	$239.34	$133.09	+80.6%	COM	872590104
DE	DEERE & CO	40,346	$18.44M	0.1%	$457.05 *	$328.84	+48.9%	COM	244199105
PLD	PROLOGIS INC.	160,852	$18.41M	0.1%	$114.45 *	$109.41	-1.0%	COM	74340W103
CB	CHUBB LIMITED	64,912	$18.32M	0.1%	$282.18 *	$162.49	+69.4%	COM	H1467J104
YUMC	YUM CHINA HLDGS INC	419,079	$17.98M	0.1%	$42.90 *	$45.46	0.0%	COM	98850P109
HOOD	ROBINHOOD MKTS INC	124,993	$17.89M	0.1%	$143.16 *	$59.18	+84.3%	COM CL A	770700102
SPOT	SPOTIFY TECHNOLOGY S A	25,424	$17.75M	0.1%	$698.19	$181.38	+285.5%	SHS	L8681T102
NEM	NEWMONT CORP	206,553	$17.41M	0.1%	$84.29 *	$44.64	+55.4%	COM	651639106
VRTX	VERTEX PHARMACEUTICALS INC	44,099	$17.27M	0.1%	$391.59 *	$241.15	+73.3%	COM	92532F100
MRVL	MARVELL TECHNOLOGY INC	204,805	$17.21M	0.1%	$84.04 *	$63.85	+15.1%	COM	573874104
PH	PARKER-HANNIFIN CORP	22,635	$17.16M	0.1%	$758.04 *	$255.15	+188.1%	COM	701094104
ORLY	OREILLY AUTOMOTIVE INC	156,975	$16.92M	0.1%	$107.81 *	$89.74	+12.0%	COM	67103H107
MCK	MCKESSON CORP	21,734	$16.79M	0.1%	$772.75 *	$222.39	+216.1%	COM	58155Q103
TT	TRANE TECHNOLOGIES PLC	39,477	$16.66M	0.1%	$422.14	$370.74	+15.1%	SHS	G8994E103
SO	SOUTHERN CO	175,403	$16.62M	0.1%	$94.77 *	$48.26	+91.1%	COM	842587107
CVS	CVS HEALTH CORP	219,836	$16.57M	0.1%	$75.39 *	$61.12	+11.0%	COM	126650100
DASH	DOORDASH INC	60,784	$16.53M	0.1%	$271.95 *	$98.71	+154.1%	CL A	25809K105
MRSH	MARSH & MCLENNAN COS INC	81,192	$16.36M	0.1%	$201.53	$95.21	+114.3%	COM	571748102
CME	CME GROUP INC	59,824	$16.16M	0.1%	$270.14	$127.03	+112.4%	COM	12572Q105
BMY	BRISTOL-MYERS SQUIBB CO	356,252	$16.06M	0.1%	$45.08	$49.60	-8.2%	COM	110122108
AEM	AGNICO EAGLE MINES LTD	93,705	$15.79M	0.1%	$168.52 *	$73.22	+86.9%	COM	008474108
AMT	AMERICAN TOWER CORP NEW	80,123	$15.4M	0.1%	$192.25 *	$230.66	-11.3%	COM	03027X100
DUK	DUKE ENERGY CORP NEW	124,291	$15.38M	0.1%	$123.72 *	$70.70	+69.4%	COM NEW	26441C204
WMB	WILLIAMS COS INC	239,494	$15.17M	0.1%	$63.34 *	$23.13	+149.9%	COM	969457100
TEL	TE CONNECTIVITY PLC	68,596	$15.05M	0.1%	$219.45 *	$146.82	+36.2%	ORD SHS	G87052109
ZTS	ZOETIS INC	102,776	$15.03M	0.1%	$146.28 *	$163.20	-7.8%	CL A	98978V103
SBUX	STARBUCKS CORP	175,792	$14.87M	0.1%	$84.59 *	$88.62	-0.1%	COM	855244109
CEG	CONSTELLATION ENERGY CORP	44,882	$14.77M	0.1%	$329.06 *	$134.88	+138.9%	COM	21037T109
HWM	HOWMET AEROSPACE INC	75,144	$14.74M	0.1%	$196.20 *	$97.34	+87.1%	COM	443201108
BN	BROOKFIELD CORP	214,703	$14.69M	0.1%	$68.43 *	$34.98	+26.4%	CL A LTD VT SH	11271J107
MMM	3M CO	94,176	$14.61M	0.1%	$155.13	$102.81	+48.9%	COM	88579Y101
RCL	ROYAL CARIBBEAN GROUP	44,989	$14.55M	0.1%	$323.44 *	$76.92	+331.6%	COM	V7780T103
NKE	NIKE INC	208,591	$14.54M	0.1%	$69.72 *	$111.38	-33.7%	CL B	654106103
A	AGILENT TECHNOLOGIES INC	112,364	$14.42M	0.1%	$128.33 *	$131.36	-8.2%	COM	00846U101
KKR	KKR & CO INC	110,308	$14.33M	0.1%	$129.92 *	$57.39	+146.8%	COM	48251W104
BMO	BANK MONTREAL QUE	109,149	$14.18M	0.1%	$129.90 *	$83.49	+41.4%	COM	063671101
MDLZ	MONDELEZ INTL INC	223,862	$13.98M	0.1%	$62.45	$49.08	+29.2%	CL A	609207105
SHW	SHERWIN WILLIAMS CO	40,043	$13.86M	0.1%	$346.08	$230.73	+52.3%	COM	824348106
MSI	MOTOROLA SOLUTIONS INC	30,260	$13.84M	0.1%	$457.46	$214.43	+109.1%	COM NEW	620076307
TBBB	BBB FOODS INC	511,932	$13.81M	0.1%	$26.97 *	$24.81	+4.8%	CL A COM	G0896C103
BK	BANK NEW YORK MELLON CORP	125,781	$13.71M	0.1%	$108.97 *	$42.64	+137.7%	COM	064058100
ADSK	AUTODESK INC	43,071	$13.68M	0.1%	$317.59 *	$252.08	+20.9%	COM	052769106
ITW	ILLINOIS TOOL WKS INC	52,027	$13.56M	0.1%	$260.73	$196.40	+31.0%	COM	452308109
AZO	AUTOZONE INC	3,142	$13.48M	0.1%	$4290.61 *	$1537.74	+160.9%	COM	053332102
EQIX	EQUINIX INC	17,217	$13.48M	0.1%	$782.90	$386.05	+100.5%	COM	29444U700
RBLX	ROBLOX CORP	96,823	$13.42M	0.1%	$138.57 *	$41.15	+202.0%	CL A	771049103
CRH	CRH PLC	111,577	$13.38M	0.1%	$119.90 *	$72.11	+46.5%	ORD	G25508105
MSTR	STRATEGY INC	40,953	$13.19M	0.1%	$322.16 *	$364.26	+1.9%	CL A NEW	594972408
PNC	PNC FINL SVCS GROUP INC	63,894	$12.84M	0.1%	$200.93 *	$145.45	+34.6%	COM	693475105
AJG	GALLAGHER ARTHUR J & CO	41,199	$12.77M	0.1%	$309.93 *	$179.78	+67.0%	COM	363576109
MCO	MOODYS CORP	26,785	$12.76M	0.1%	$476.46 *	$334.47	+50.3%	COM	615369105
ECL	ECOLAB INC	46,472	$12.73M	0.1%	$273.89	$188.52	+43.4%	COM	278865100
TDG	TRANSDIGM GROUP INC	9,643	$12.71M	0.1%	$1317.60 *	$1229.53	+11.0%	COM	893641100
CSX	CSX CORP	355,231	$12.61M	0.1%	$35.48 *	$29.98	+13.2%	COM	126408103
RSG	REPUBLIC SVCS INC	54,407	$12.49M	0.1%	$229.48	$140.39	+66.2%	COM	760759100
NSC	NORFOLK SOUTHN CORP	41,303	$12.4M	0.1%	$300.26 *	$217.01	+27.2%	COM	655844108
CP	CANADIAN PACIFIC KANSAS CITY	166,770	$12.39M	0.1%	$74.31 *	$77.89	-2.1%	COM	13646K108
SNOW	SNOWFLAKE INC	54,524	$12.3M	0.1%	$225.56 *	$221.51	-3.1%	COM SHS	833445109
BNS	BANK NOVA SCOTIA HALIFAX	189,697	$12.26M	0.1%	$64.62 *	$47.74	+23.4%	COM	064149107
FISV	FISERV INC	94,940	$12.24M	0.1%	$128.91 *	$112.49	+27.4%	COM	337738108
HCA	HCA HEALTHCARE INC	28,562	$12.18M	0.1%	$426.33 *	$203.43	+90.0%	COM	40412C101
CTAS	CINTAS CORP	59,053	$12.12M	0.1%	$205.24 *	$173.95	+22.4%	COM	172908105
CI	THE CIGNA GROUP	42,029	$12.11M	0.1%	$288.14	$195.93	+49.6%	COM	125523100
ALNY	ALNYLAM PHARMACEUTICALS INC	26,366	$12.01M	0.1%	$455.70 *	$160.47	+153.8%	COM	02043Q107
CM	CANADIAN IMPERIAL BANK OF CO	149,565	$11.94M	0.1%	$79.86 *	$44.84	+67.8%	COM	136069101
ELV	ELEVANCE HEALTH INC FORMERLY	36,089	$11.64M	0.1%	$322.50 *	$304.01	+1.4%	COM	036752103
SPG	SIMON PPTY GROUP INC NEW	61,724	$11.59M	0.1%	$187.72 *	$100.24	+68.7%	COM	828806109
NET	CLOUDFLARE INC	53,738	$11.53M	0.1%	$214.51 *	$82.39	+147.8%	CL A COM	18915M107
COIN	COINBASE GLOBAL INC	34,115	$11.51M	0.1%	$337.47	$184.67	+83.6%	COM CL A	19260Q107
GLW	CORNING INC	139,565	$11.45M	0.1%	$82.04 *	$28.92	+124.7%	COM	219350105
VRT	VERTIV HOLDINGS CO	75,896	$11.45M	0.1%	$150.84 *	$116.41	+14.5%	COM CL A	92537N108
EBAY	EBAY INC.	125,087	$11.38M	0.1%	$90.94 *	$53.06	+65.8%	COM	278642103
USB	US BANCORP DEL	234,955	$11.35M	0.1%	$48.32 *	$40.28	+15.1%	COM NEW	902973304
PBR	PETROLEO BRASILEIRO SA PETRO	894,094	$11.31M	0.1%	$12.66	$14.39	—	SPONSORED ADR	71654V408
PYPL	PAYPAL HLDGS INC	166,251	$11.15M	0.1%	$67.06 *	$205.69	-65.8%	COM	70450Y103
RACE	FERRARI N V	22,890	$11.06M	0.1%	$483.15	$237.15	+102.0%	COM	N3167Y103
KMI	KINDER MORGAN INC DEL	381,888	$10.81M	0.0%	$28.32 *	$16.69	+61.6%	COM	49456B101
HLT	HILTON WORLDWIDE HLDGS INC	41,525	$10.77M	0.0%	$259.37 *	$119.44	+126.1%	COM	43300A203
UPS	UNITED PARCEL SERVICE INC	128,911	$10.76M	0.0%	$83.50 *	$114.42	-23.0%	CL B	911312106
DLR	DIGITAL RLTY TR INC	62,260	$10.76M	0.0%	$172.85 *	$123.84	+36.2%	COM	253868103
STX	SEAGATE TECHNOLOGY HLDNGS PL	44,941	$10.61M	0.0%	$236.06 *	$77.65	+118.6%	ORD SHS	G7997R103
B	BARRICK MNG CORP	322,915	$10.58M	0.0%	$32.78 *	$19.29	+30.4%	COM SHS	06849F108
VST	VISTRA CORP	54,005	$10.58M	0.0%	$195.83	$137.88	+43.4%	COM	92840M102
WPM	WHEATON PRECIOUS METALS CORP	93,819	$10.48M	0.0%	$111.71 *	$61.60	+58.6%	COM	962879102
NXPI	NXP SEMICONDUCTORS N V	45,993	$10.47M	0.0%	$227.75 *	$148.65	+50.0%	COM	N6596X109
IDXX	IDEXX LABS INC	16,362	$10.45M	0.0%	$638.75 *	$549.17	+10.5%	COM	45168D104
TRV	TRAVELERS COMPANIES INC	37,215	$10.39M	0.0%	$279.29 *	$213.69	+24.4%	COM	89417E109
REGN	REGENERON PHARMACEUTICALS	18,280	$10.28M	0.0%	$562.49	$632.88	-10.8%	COM	75886F107
PWR	QUANTA SVCS INC	24,529	$10.17M	0.0%	$414.51 *	$264.36	+47.0%	COM	74762E102
DB	DEUTSCHE BANK A G	285,171	$10.07M	0.0%	$35.30 *	$9.66	+253.0%	NAMEN AKT	D18190898
O	REALTY INCOME CORP	165,513	$10.06M	0.0%	$60.79 *	$52.93	+7.5%	COM	756109104
BDX	BECTON DICKINSON & CO	53,284	$9.972M	0.0%	$187.14	$228.02	-19.3%	COM	075887109
AXON	AXON ENTERPRISE INC	13,828	$9.923M	0.0%	$717.60 *	$680.44	+11.5%	COM	05464C101
FCX	FREEPORT-MCMORAN INC	248,404	$9.741M	0.0%	$39.22 *	$13.99	+208.9%	CL B	35671D857
APD	AIR PRODS & CHEMS INC	35,673	$9.726M	0.0%	$272.65 *	$215.11	+32.7%	COM	009158106
ROST	ROSS STORES INC	63,448	$9.667M	0.0%	$152.37 *	$136.76	+4.0%	COM	778296103
SRE	SEMPRA	105,974	$9.534M	0.0%	$89.97 *	$62.92	+26.9%	COM	816851109
CVNA	CARVANA CO	25,227	$9.522M	0.0%	$377.47 *	$225.27	+58.7%	CL A	146869102
EOG	EOG RES INC	84,853	$9.511M	0.0%	$112.09 *	$118.59	-0.5%	COM	26875P101
COR	CENCORA INC	30,398	$9.501M	0.0%	$312.56 *	$172.13	+70.5%	COM	03073E105
URI	UNITED RENTALS INC	9,939	$9.492M	0.0%	$955.02 *	$382.04	+132.6%	COM	911363109
TFC	TRUIST FINL CORP	206,926	$9.459M	0.0%	$45.71 *	$40.34	+9.9%	COM	89832Q109
TRP	TC ENERGY CORP	174,365	$9.441M	0.0%	$54.14 *	$39.17	+28.2%	COM	87807B107
CNI	CANADIAN NATL RY CO	99,638	$9.394M	0.0%	$94.28	$103.12	-6.9%	COM	136375102
MNST	MONSTER BEVERAGE CORP NEW	139,396	$9.383M	0.0%	$67.32 *	$53.01	+17.8%	COM	61174X109
FDX	FEDEX CORP	39,402	$9.292M	0.0%	$235.82 *	$152.71	+49.5%	COM	31428X106
SLB	SCHLUMBERGER LTD	270,078	$9.279M	0.0%	$34.36	$42.68	-19.5%	COM STK	806857108
AEP	AMERICAN ELEC PWR CO INC	81,975	$9.224M	0.0%	$112.53 *	$72.43	+49.4%	COM	025537101
AFL	AFLAC INC	81,173	$9.064M	0.0%	$111.66 *	$41.80	+149.3%	COM	001055102
ROP	ROPER TECHNOLOGIES INC	18,006	$8.976M	0.0%	$498.52 *	$445.58	+19.3%	COM	776696106
APO	APOLLO GLOBAL MGMT INC	66,955	$8.925M	0.0%	$133.30 *	$62.55	+125.0%	COM	03769M106
MPWR	MONOLITHIC PWR SYS INC	9,663	$8.889M	0.0%	$919.86 *	$743.52	+8.7%	COM	609839105
EW	EDWARDS LIFESCIENCES CORP	114,049	$8.87M	0.0%	$77.78	$88.29	-11.5%	COM	28176E108
CMG	CHIPOTLE MEXICAN GRILL INC	224,072	$8.78M	0.0%	$39.18 *	$61.34	-26.6%	COM	169656105
CTVA	CORTEVA INC	129,128	$8.733M	0.0%	$67.63 *	$37.02	+94.9%	COM	22052L104
WDAY	WORKDAY INC	36,121	$8.694M	0.0%	$240.69 *	$221.13	+4.6%	CL A	98138H101
MFC	MANULIFE FINL CORP	279,167	$8.691M	0.0%	$31.13	$18.47	+66.9%	COM	56501R106
FNV	FRANCO NEV CORP	38,997	$8.684M	0.0%	$222.68 *	$124.39	+44.9%	COM	351858105
PSA	PUBLIC STORAGE OPER CO	29,949	$8.652M	0.0%	$288.89 *	$260.62	+8.0%	COM	74460D109
DELL	DELL TECHNOLOGIES INC	60,663	$8.599M	0.0%	$141.76 *	$108.57	+19.0%	CL C	24703L202
ABNB	AIRBNB INC	70,745	$8.588M	0.0%	$121.40 *	$147.64	-12.4%	COM CL A	009066101
FTNT	FORTINET INC	101,333	$8.521M	0.0%	$84.08 *	$67.74	+31.7%	COM	34959E109
ALL	ALLSTATE CORP	39,688	$8.518M	0.0%	$214.61 *	$113.32	+76.7%	COM	020002101
CCJ	CAMECO CORP	101,142	$8.497M	0.0%	$84.02 *	$54.31	+42.5%	COM	13321L108
D	DOMINION ENERGY INC	138,840	$8.491M	0.0%	$61.15 *	$53.48	+9.0%	COM	25746U109
ARGX	ARGENX SE	11,450	$8.449M	0.0%	$737.91	$370.02	—	SPONSORED ADR	04016X101
CNQ	CANADIAN NAT RES LTD	263,477	$8.432M	0.0%	$32.00 *	$32.01	-2.1%	COM	136385101
EA	ELECTRONIC ARTS INC	41,186	$8.31M	0.0%	$201.77 *	$134.51	+22.8%	COM	285512109
WCN	WASTE CONNECTIONS INC	47,561	$8.292M	0.0%	$174.35 *	$128.17	+41.9%	COM	94106B101
GRMN	GARMIN LTD	33,333	$8.209M	0.0%	$246.26 *	$94.75	+141.8%	SHS	H2906T109
OKE	ONEOK INC NEW	112,035	$8.174M	0.0%	$72.96 *	$72.91	+3.0%	COM	682680103
DHI	D R HORTON INC	48,136	$8.157M	0.0%	$169.46 *	$73.72	+112.5%	COM	23331A109
LNG	CHENIERE ENERGY INC	34,654	$8.143M	0.0%	$234.99	$209.77	+12.0%	COM NEW	16411R208
RMD	RESMED INC	29,504	$8.077M	0.0%	$273.77	$218.84	+24.4%	COM	761152107
ROK	ROCKWELL AUTOMATION INC	22,812	$7.972M	0.0%	$349.47	$252.87	+35.8%	COM	773903109
CCI	CROWN CASTLE INC	82,597	$7.969M	0.0%	$96.48 *	$135.42	-26.8%	COM	22822V101
DDOG	DATADOG INC	54,207	$7.718M	0.0%	$142.38 *	$108.08	+27.4%	CL A COM	23804L103
VMC	VULCAN MATLS CO	25,091	$7.716M	0.0%	$307.51 *	$238.08	+19.0%	COM	929160109
CPRT	COPART INC	170,812	$7.677M	0.0%	$44.94 *	$39.86	+18.2%	COM	217204106
AMP	AMERIPRISE FINL INC	15,414	$7.573M	0.0%	$491.28 *	$230.14	+121.7%	COM	03076C106
TTWO	TAKE-TWO INTERACTIVE SOFTWAR	29,263	$7.56M	0.0%	$258.36 *	$124.28	+90.5%	COM	874054109
AIG	AMERICAN INTL GROUP INC	95,842	$7.527M	0.0%	$78.54	$47.97	+64.9%	COM NEW	026874784
SYY	SYSCO CORP	91,251	$7.515M	0.0%	$82.36 *	$62.06	+27.0%	COM	871829107
MSCI	MSCI INC	13,221	$7.502M	0.0%	$567.44	$520.96	+8.0%	COM	55354G100
AME	AMETEK INC	39,893	$7.497M	0.0%	$187.92 *	$122.44	+49.8%	COM	031100100
PSX	PHILLIPS 66	55,077	$7.492M	0.0%	$136.03 *	$109.89	+15.0%	COM	718546104
VEEV	VEEVA SYS INC	24,958	$7.437M	0.0%	$297.97 *	$257.45	+9.3%	CL A COM	922475108
VICI	VICI PPTYS INC	224,368	$7.313M	0.0%	$32.60	$27.06	+18.5%	COM	925652109
FLUT	FLUTTER ENTMT PLC	28,771	$7.308M	0.0%	$254.01 *	$252.46	+15.9%	SHS	G3643J108
KMB	KIMBERLY-CLARK CORP	58,624	$7.289M	0.0%	$124.33	$104.42	+21.4%	COM	494368103
MCHP	MICROCHIP TECHNOLOGY INC.	112,406	$7.217M	0.0%	$64.20 *	$65.93	+1.4%	COM	595017104
CPNG	COUPANG INC	222,541	$7.165M	0.0%	$32.19 *	$24.55	+23.2%	CL A	22266T109
EXC	EXELON CORP	158,326	$7.128M	0.0%	$45.02 *	$32.64	+32.9%	COM	30161N101
GM	GENERAL MTRS CO	116,820	$7.121M	0.0%	$60.95 *	$35.00	+58.7%	COM	37045V100
ALC	ALCON AG	94,734	$7.049M	0.0%	$74.41 *	$65.86	+26.7%	ORD SHS	H01301128
PAYX	PAYCHEX INC	55,208	$6.999M	0.0%	$126.77 *	$89.54	+53.2%	COM	704326107
MET	METLIFE INC	84,581	$6.967M	0.0%	$82.36 *	$56.48	+37.9%	COM	59156R108
KR	KROGER CO	102,241	$6.893M	0.0%	$67.41 *	$35.71	+93.4%	COM	501044101
EMR	EMERSON ELEC CO	52,349	$6.867M	0.0%	$131.17 *	$111.95	+21.0%	COM	291011104
CLS	CELESTICA INC	27,912	$6.867M	0.0%	$246.01 *	$106.30	+89.7%	COM	15101Q207
XYZ	BLOCK INC	94,986	$6.864M	0.0%	$72.26 *	$143.41	-47.8%	CL A	852234103
CBRE	CBRE GROUP INC	43,521	$6.855M	0.0%	$157.50	$117.78	+31.3%	CL A	12504L109
GWW	GRAINGER W W INC	7,184	$6.849M	0.0%	$953.34 *	$498.87	+100.6%	COM	384802104
XEL	XCEL ENERGY INC	83,432	$6.729M	0.0%	$80.65 *	$57.41	+24.3%	COM	98389B100
MLM	MARTIN MARIETTA MATLS INC	10,605	$6.681M	0.0%	$629.99 *	$362.54	+64.0%	COM	573284106
NDAQ	NASDAQ INC	75,488	$6.675M	0.0%	$88.42 *	$57.34	+60.7%	COM	631103108
KGC	KINROSS GOLD CORP	267,797	$6.644M	0.0%	$24.81 *	$9.86	+95.2%	COM	496902404
WBD	WARNER BROS DISCOVERY INC	339,566	$6.63M	0.0%	$19.52 *	$16.52	-17.5%	COM SER A	934423104
TRGP	TARGA RES CORP	38,271	$6.411M	0.0%	$167.51	$165.56	-0.2%	COM	87612G101
FER	FERROVIAL SE	111,824	$6.404M	0.0%	$57.27 *	$37.67	+43.0%	ORD SHS	N3168P101
VTR	VENTAS INC	91,346	$6.391M	0.0%	$69.97 *	$42.61	+55.7%	COM	92276F100
DD	DUPONT DE NEMOURS INC	81,366	$6.336M	0.0%	$77.87 *	$20.92	+48.9%	COM	26614N102
ETR	ENTERGY CORP NEW	67,974	$6.334M	0.0%	$93.18 *	$55.88	+55.9%	COM	29364G103
XYL	XYLEM INC	42,842	$6.321M	0.0%	$147.53 *	$115.08	+20.0%	COM	98419M100
GEHC	GE HEALTHCARE TECHNOLOGIES I	83,965	$6.304M	0.0%	$75.07	$81.06	-8.0%	COMMON STOCK	36266G107
STT	STATE STR CORP	53,891	$6.253M	0.0%	$116.03 *	$69.68	+58.0%	COM	857477103
CSGP	COSTAR GROUP INC	73,670	$6.214M	0.0%	$84.34 *	$84.08	+5.1%	COM	22160N109
PCAR	PACCAR INC	62,983	$6.193M	0.0%	$98.32	$78.90	+22.8%	COM	693718108
AVB	AVALONBAY CMNTYS INC	31,716	$6.13M	0.0%	$193.28	$186.76	+2.4%	COM	053484101
FIS	FIDELITY NATL INFORMATION SV	92,761	$6.114M	0.0%	$65.91 *	$105.66	-31.7%	COM	31620M106
TGT	TARGET CORP	68,012	$6.102M	0.0%	$89.72 *	$134.14	-27.9%	COM	87612E106
IRM	IRON MTN INC DEL	59,840	$6.099M	0.0%	$101.92 *	$37.63	+151.7%	COM	46284V101
EXR	EXTRA SPACE STORAGE INC	43,042	$6.065M	0.0%	$140.91	$142.75	-1.5%	COM	30225T102
CAH	CARDINAL HEALTH INC	38,468	$6.04M	0.0%	$157.00 *	$101.84	+50.8%	COM	14149Y108
FICO	FAIR ISAAC CORP	4,032	$6.04M	0.0%	$1497.90	$877.25	+71.4%	COM	303250104
HPE	HEWLETT PACKARD ENTERPRISE C	245,351	$6.022M	0.0%	$24.54 *	$17.47	+25.3%	COM	42824C109
KEYS	KEYSIGHT TECHNOLOGIES INC	34,280	$5.997M	0.0%	$174.93 *	$150.26	+10.9%	COM	49338L103
AWK	AMERICAN WTR WKS CO INC NEW	42,689	$5.94M	0.0%	$139.16	$127.20	+10.1%	COM	030420103
PRU	PRUDENTIAL FINL INC	57,009	$5.913M	0.0%	$103.73	$76.96	+34.1%	COM	744320102
ULTA	ULTA BEAUTY INC	10,588	$5.79M	0.0%	$546.87 *	$490.92	+4.4%	COM	90384S303
HIG	HARTFORD INSURANCE GROUP INC	43,299	$5.773M	0.0%	$133.33 *	$65.56	+94.3%	COM	416515104
KVUE	KENVUE INC	355,586	$5.773M	0.0%	$16.24 *	$20.52	-2.2%	COM	49177J102
CCL	CARNIVAL CORP	199,381	$5.763M	0.0%	$28.91 *	$13.25	+127.8%	UNIT 99/99/9999	143658300
PEG	PUBLIC SVC ENTERPRISE GRP IN	69,036	$5.761M	0.0%	$83.45	$62.70	+31.9%	COM	744573106
ED	CONSOLIDATED EDISON INC	57,246	$5.754M	0.0%	$100.50	$67.30	+47.3%	COM	209115104
STE	STERIS PLC	22,998	$5.69M	0.0%	$247.42 *	$202.52	+18.0%	SHS USD	G8473T100
HSY	HERSHEY CO	30,405	$5.689M	0.0%	$187.12 *	$159.17	+12.9%	COM	427866108
SMCI	SUPER MICRO COMPUTER INC	116,550	$5.587M	0.0%	$47.93	$36.35	+31.4%	COM NEW	86800U302
WTW	WILLIS TOWERS WATSON PLC LTD	16,125	$5.569M	0.0%	$345.35 *	$211.52	+52.3%	SHS	G96629103
DXCM	DEXCOM INC	82,611	$5.557M	0.0%	$67.27 *	$94.48	-16.2%	COM	252131107
NTAP	NETAPP INC	46,921	$5.556M	0.0%	$118.41 *	$66.60	+66.3%	COM	64110D104
CTSH	COGNIZANT TECHNOLOGY SOLUTIO	82,799	$5.553M	0.0%	$67.06 *	$57.36	+25.2%	CL A	192446102
DAL	DELTA AIR LINES INC DEL	97,822	$5.551M	0.0%	$56.74	$38.08	+49.2%	COM NEW	247361702
RJF	RAYMOND JAMES FINL INC	32,115	$5.544M	0.0%	$172.64 *	$92.92	+77.2%	COM	754730109
KDP	KEURIG DR PEPPER INC	216,104	$5.507M	0.0%	$25.48 *	$32.02	-3.8%	COM	49271V100
ODFL	OLD DOMINION FREIGHT LINE IN	39,020	$5.492M	0.0%	$140.74 *	$173.64	-12.1%	COM	679580100
JCI	JOHNSON CTLS INTL PLC	49,738	$5.468M	0.0%	$109.93 *	$70.44	+51.7%	SHS	G51502105
PCG	PG&E CORP	361,111	$5.44M	0.0%	$15.06 *	$12.31	+17.9%	COM	69331C108
ZS	ZSCALER INC	18,095	$5.426M	0.0%	$299.88 *	$168.80	+68.9%	COM	98980G102
WAT	WATERS CORP	18,088	$5.424M	0.0%	$299.84	$318.64	-5.3%	COM	941848103
MTD	METTLER TOLEDO INTERNATIONAL	4,412	$5.42M	0.0%	$1228.58 *	$1306.93	-4.1%	COM	592688105
HAL	HALLIBURTON CO	218,114	$5.367M	0.0%	$24.61 *	$26.34	-17.0%	COM	406216101
EQR	EQUITY RESIDENTIAL	82,871	$5.363M	0.0%	$64.72	$64.86	-1.3%	SH BEN INT	29476L107
LEN	LENNAR CORP	42,529	$5.36M	0.0%	$126.04	$71.86	+72.0%	CL A	526057104
IQV	IQVIA HLDGS INC	28,090	$5.335M	0.0%	$189.92 *	$132.66	+37.1%	COM	46266C105
SU	SUNCOR ENERGY INC NEW	127,297	$5.324M	0.0%	$41.82 *	$33.60	+19.4%	COM	867224107
EFX	EQUIFAX INC	20,616	$5.289M	0.0%	$256.54 *	$235.01	+6.6%	COM	294429105
ACGL	ARCH CAP GROUP LTD	58,204	$5.28M	0.0%	$90.72	$41.88	+114.1%	ORD	G0450A105
IBKR	INTERACTIVE BROKERS GROUP IN	76,029	$5.232M	0.0%	$68.82 *	$39.85	+57.6%	COM CL A	45841N107
NVR	NVR INC	639	$5.139M	0.0%	$8042.71	$4960.53	+60.3%	COM	62944T105
UAL	UNITED AIRLS HLDGS INC	51,892	$5.006M	0.0%	$96.47	$43.76	+119.8%	COM	910047109
UNP	UNION PAC CORP	21,137	$4.996M	0.0%	$236.34 *	$149.78	+49.0%	COM	907818108
NTRS	NORTHERN TR CORP	36,139	$4.864M	0.0%	$134.58 *	$85.75	+48.5%	COM	665859104
MTB	M & T BK CORP	24,591	$4.859M	0.0%	$197.58	$131.37	+47.4%	COM	55261F104
GIS	GENERAL MLS INC	96,202	$4.851M	0.0%	$50.43	$48.67	+1.6%	COM	370334104
PHM	PULTE GROUP INC	36,498	$4.823M	0.0%	$132.15 *	$57.58	+115.0%	COM	745867101
EL	LAUDER ESTEE COS INC	54,655	$4.817M	0.0%	$88.14	$187.65	-52.8%	CL A	518439104
BR	BROADRIDGE FINL SOLUTIONS IN	20,105	$4.787M	0.0%	$238.10 *	$154.35	+60.2%	COM	11133T103
SYF	SYNCHRONY FINANCIAL	67,317	$4.783M	0.0%	$71.04	$33.72	+113.6%	COM	87165B103
WAB	WABTEC	23,748	$4.762M	0.0%	$200.52	$113.90	+73.0%	COM	929740108
HPQ	HP INC	174,541	$4.75M	0.0%	$27.21 *	$21.67	+20.6%	COM	40434L105
DG	DOLLAR GEN CORP NEW	45,628	$4.713M	0.0%	$103.30 *	$76.78	+41.9%	COM	256677105
APTV	APTIV PLC	54,565	$4.705M	0.0%	$86.22 *	$67.94	+11.0%	COM SHS	G3265R107
MDB	MONGODB INC	15,060	$4.673M	0.0%	$310.30 *	$310.89	-17.3%	CL A	60937P106
ZBH	ZIMMER BIOMET HOLDINGS INC	46,992	$4.627M	0.0%	$98.45	$124.77	-21.0%	COM	98956P102
—	KELLANOVA	56,333	$4.621M	0.0%	$82.02 *	$51.84	+51.6%	COM	487836108
WEC	WEC ENERGY GROUP INC	40,180	$4.604M	0.0%	$114.58 *	$94.14	+13.8%	COM	92939U106
RNR	RENAISSANCERE HLDGS LTD	18,107	$4.599M	0.0%	$253.96 *	$246.22	-1.6%	COM	G7496G103
EXPE	EXPEDIA GROUP INC	21,530	$4.598M	0.0%	$213.58 *	$129.23	+55.0%	COM NEW	30212P303
DTE	DTE ENERGY CO	32,394	$4.58M	0.0%	$141.38 *	$91.82	+46.9%	COM	233331107
VRSN	VERISIGN INC	16,303	$4.556M	0.0%	$279.45	$215.69	+28.9%	COM	92343E102
TEAM	ATLASSIAN CORPORATION	28,402	$4.537M	0.0%	$159.74 *	$164.51	+10.0%	CL A	049468101
TSCO	TRACTOR SUPPLY CO	79,391	$4.513M	0.0%	$56.84 *	$49.70	+17.7%	COM	892356106
F	FORD MTR CO	377,347	$4.511M	0.0%	$11.95 *	$8.33	+36.0%	COM	345370860
PBA	PEMBINA PIPELINE CORP	110,640	$4.473M	0.0%	$40.43 *	$33.52	+12.6%	COM	706327103
CHD	CHURCH & DWIGHT CO INC	50,995	$4.469M	0.0%	$87.64 *	$85.22	+9.4%	COM	171340102
BIIB	BIOGEN INC	31,870	$4.464M	0.0%	$140.07 *	$276.13	-51.0%	COM	09062X103
CBOE	CBOE GLOBAL MKTS INC	18,215	$4.463M	0.0%	$245.04	$126.78	+89.5%	COM	12503M108
SLF	SUN LIFE FINANCIAL INC.	74,027	$4.441M	0.0%	$59.99	$47.98	+25.3%	COM	866796105
WST	WEST PHARMACEUTICAL SVSC INC	16,867	$4.427M	0.0%	$262.46 *	$379.85	-36.1%	COM	955306105
SBAC	SBA COMMUNICATIONS CORP NEW	22,446	$4.34M	0.0%	$193.35 *	$221.50	-3.1%	CL A	78410G104
ESS	ESSEX PPTY TR INC	16,095	$4.309M	0.0%	$267.74	$257.10	+3.1%	COM	297178105
ATO	ATMOS ENERGY CORP	25,164	$4.296M	0.0%	$170.74 *	$104.68	+52.9%	COM	049560105
AEE	AMEREN CORP	40,997	$4.278M	0.0%	$104.36 *	$84.89	+16.1%	COM	023608102
FITB	FIFTH THIRD BANCORP	96,042	$4.276M	0.0%	$44.52 *	$27.08	+58.9%	COM	316773100
PPG	PPG INDS INC	40,620	$4.269M	0.0%	$105.10 *	$104.80	+5.0%	COM	693506107
INVH	INVITATION HOMES INC	142,166	$4.168M	0.0%	$29.31 *	$32.90	-8.2%	COM	46187W107
HBAN	HUNTINGTON BANCSHARES INC	240,226	$4.15M	0.0%	$17.27 *	$10.97	+53.3%	COM	446150104
PAAS	PAN AMERN SILVER CORP	107,232	$4.148M	0.0%	$38.68 *	$22.37	+43.7%	COM	697900108
CCEP	COCA-COLA EUROPACIFIC PARTNE	45,723	$4.133M	0.0%	$90.38	$48.45	+88.5%	SHS	G25839104
HUBB	HUBBELL INC	9,581	$4.124M	0.0%	$430.49	$384.42	+11.4%	COM	443510607
LULU	LULULEMON ATHLETICA INC	23,092	$4.108M	0.0%	$177.88 *	$324.43	-38.2%	COM	550021109
EIX	EDISON INTL	74,273	$4.106M	0.0%	$55.29 *	$50.01	+6.2%	COM	281020107
HUBS	HUBSPOT INC	8,754	$4.096M	0.0%	$467.91 *	$591.44	-14.9%	COM	443573100
CNP	CENTERPOINT ENERGY INC	105,595	$4.094M	0.0%	$38.77 *	$26.19	+42.9%	COM	15189T107
GPC	GENUINE PARTS CO	29,483	$4.086M	0.0%	$138.59 *	$112.54	+17.6%	COM	372460105
STZ	CONSTELLATION BRANDS INC	30,218	$4.069M	0.0%	$134.65 *	$192.27	-18.1%	CL A	21036P108
FANG	DIAMONDBACK ENERGY INC	28,190	$4.036M	0.0%	$143.15	$153.86	-8.5%	COM	25278X109
ARM	ARM HOLDINGS PLC	28,427	$4.021M	0.0%	$141.46	$143.18	—	SPONSORED ADS	042068205
CARR	CARRIER GLOBAL CORPORATION	67,207	$4.013M	0.0%	$59.71 *	$58.08	+16.4%	COM	14448C104
CHTR	CHARTER COMMUNICATIONS INC N	14,578	$4.01M	0.0%	$275.11 *	$691.43	-56.3%	CL A	16119P108
—	CYBERARK SOFTWARE LTD	8,295	$4.007M	0.0%	$483.11	$192.12	—	SHS	M2682V108
TROW	PRICE T ROWE GROUP INC	38,828	$3.984M	0.0%	$102.61	$137.41	-25.2%	COM	74144T108
MAA	MID-AMER APT CMNTYS INC	28,462	$3.976M	0.0%	$139.71 *	$150.75	-5.4%	COM	59522J103
GRAB	GRAB HOLDINGS LIMITED	659,368	$3.966M	0.0%	$6.02 *	$4.55	+16.6%	CLASS A ORD	G4124C109
LDOS	LEIDOS HOLDINGS INC	20,877	$3.946M	0.0%	$189.00 *	$164.34	+5.5%	COM	525327102
ES	EVERSOURCE ENERGY	55,447	$3.944M	0.0%	$71.13 *	$66.77	-3.9%	COM	30040W108
ON	ON SEMICONDUCTOR CORP	79,966	$3.942M	0.0%	$49.30 *	$73.45	-28.3%	COM	682189105
LYV	LIVE NATION ENTERTAINMENT IN	24,117	$3.941M	0.0%	$163.39 *	$84.73	+86.5%	COM	538034109
HOLX	HOLOGIC INC	58,249	$3.93M	0.0%	$67.47	$70.07	-5.3%	COM	436440101
SNA	SNAP ON INC	11,233	$3.894M	0.0%	$346.66 *	$255.07	+27.0%	COM	833034101
PKG	PACKAGING CORP AMER	17,803	$3.88M	0.0%	$217.94 *	$112.89	+80.7%	COM	695156109
EXPD	EXPEDITORS INTL WASH INC	31,657	$3.879M	0.0%	$122.54 *	$91.67	+29.0%	COM	302130109
ZM	ZOOM COMMUNICATIONS INC	47,015	$3.878M	0.0%	$82.48 *	$253.73	-69.3%	CL A	98980L101
MKC	MCCORMICK & CO INC	57,729	$3.863M	0.0%	$66.91 *	$76.79	-10.1%	COM NON VTG	579780206
LH	LABCORP HOLDINGS INC	13,440	$3.86M	0.0%	$287.17 *	$200.14	+33.3%	COM SHS	504922105
MKL	MARKEL GROUP INC	2,009	$3.843M	0.0%	$1912.93 *	$1306.59	+50.0%	COM	570535104
GPN	GLOBAL PMTS INC	45,835	$3.808M	0.0%	$83.09	$145.21	-42.3%	COM	37940X102
CINF	CINCINNATI FINL CORP	24,067	$3.805M	0.0%	$158.08 *	$105.65	+42.2%	COM	172062101
TU	TELUS CORPORATION	240,928	$3.796M	0.0%	$15.75 *	$20.14	-19.5%	COM	87971M103
AMRZ	AMRIZE LTD	78,106	$3.767M	0.0%	$48.23 *	$50.45	+1.1%	SHS	H2927K103
TRMB	TRIMBLE INC	46,075	$3.763M	0.0%	$81.67	$67.99	+20.0%	COM	896239100
TTD	THE TRADE DESK INC	76,472	$3.746M	0.0%	$48.99 *	$66.93	-5.2%	COM CL A	88339J105
PPL	PPL CORP	100,332	$3.729M	0.0%	$37.17 *	$32.93	+7.6%	COM	69351T106
TRI	THOMSON REUTERS CORP	23,635	$3.68M	0.0%	$155.69 *	$124.21	+45.8%	COM	884903808
SCCO	SOUTHERN COPPER CORP	30,021	$3.642M	0.0%	$121.33 *	$57.16	+71.0%	COM	84265V105
KHC	KRAFT HEINZ CO	139,165	$3.623M	0.0%	$26.04	$29.24	-9.4%	COM	500754106
FTV	FORTIVE CORP	73,920	$3.62M	0.0%	$48.98	$55.72	-11.7%	COM	34959J108
VLTO	VERALTO CORP	33,523	$3.573M	0.0%	$106.58	$97.48	+8.0%	COM SHS	92338C103
IT	GARTNER INC	13,580	$3.571M	0.0%	$262.94 *	$267.50	+9.0%	COM	366651107
CDW	CDW CORP	22,397	$3.567M	0.0%	$159.25 *	$158.90	+6.2%	COM	12514G108
PINS	PINTEREST INC	110,825	$3.564M	0.0%	$32.16 *	$59.72	-39.3%	CL A	72352L106
CPAY	CORPAY INC	12,348	$3.557M	0.0%	$288.06 *	$283.00	+12.6%	COM SHS	219948106
DOV	DOVER CORP	21,300	$3.552M	0.0%	$166.77 *	$149.88	+19.2%	COM	260003108
DRI	DARDEN RESTAURANTS INC	18,585	$3.538M	0.0%	$190.37 *	$120.99	+68.4%	COM	237194105
WRB	BERKLEY W R CORP	46,170	$3.537M	0.0%	$76.60 *	$42.68	+64.0%	COM	084423102
BAM	BROOKFIELD ASSET MANAGMT LTD	61,561	$3.507M	0.0%	$56.96 *	$37.60	+56.1%	CL A LMT VTG SHS	113004105
FE	FIRSTENERGY CORP	74,010	$3.392M	0.0%	$45.82 *	$35.90	+17.3%	COM	337932107
SSNC	SS&C TECHNOLOGIES HLDGS INC	38,129	$3.385M	0.0%	$88.78 *	$64.79	+33.6%	COM	78467J100
ARES	ARES MANAGEMENT CORPORATION	21,035	$3.363M	0.0%	$159.86 *	$121.61	+46.6%	CL A COM STK	03990B101
BCE	BCE INC	142,648	$3.334M	0.0%	$23.37	$34.66	-32.2%	COM NEW	05534B760
ARE	ALEXANDRIA REAL ESTATE EQ IN	39,561	$3.296M	0.0%	$83.30 *	$145.26	-46.5%	COM	015271109
WY	WEYERHAEUSER CO MTN BE	132,491	$3.285M	0.0%	$24.79	$27.33	-7.8%	COM NEW	962166104
CLX	CLOROX CO DEL	26,595	$3.28M	0.0%	$123.31	$139.22	-12.2%	COM	189054109
LVS	LAS VEGAS SANDS CORP	59,736	$3.213M	0.0%	$53.79 *	$43.30	+20.7%	COM	517834107
AGI	ALAMOS GOLD INC NEW	92,037	$3.208M	0.0%	$34.86 *	$26.71	+7.0%	COM CL A	011532108
CHKP	CHECK POINT SOFTWARE TECH LT	15,466	$3.2M	0.0%	$206.93 *	$137.47	+46.6%	ORD	M22465104
L	LOEWS CORP	31,601	$3.174M	0.0%	$100.42 *	$58.20	+62.3%	COM	540424108
CNC	CENTENE CORP DEL	88,063	$3.143M	0.0%	$35.68 *	$68.00	-55.6%	COM	15135B101
HUM	HUMANA INC	11,780	$3.065M	0.0%	$260.21	$382.94	-31.8%	COM	444859102
DGX	QUEST DIAGNOSTICS INC	15,987	$3.048M	0.0%	$190.63 *	$105.68	+67.1%	COM	74834L100
COO	COOPER COS INC	44,297	$3.036M	0.0%	$68.54 *	$93.77	-24.5%	COM	216648501
DKNG	DRAFTKINGS INC NEW	80,936	$3.027M	0.0%	$37.40 *	$36.12	+22.8%	COM CL A	26142V105
TECK	TECK RESOURCES LTD	68,569	$3.007M	0.0%	$43.85 *	$36.12	+0.6%	CL B	878742204
AOS	SMITH A O CORP	40,423	$2.968M	0.0%	$73.43 *	$67.95	+4.3%	COM	831865209
IP	INTERNATIONAL PAPER CO	63,725	$2.944M	0.0%	$46.19 *	$47.36	+1.4%	COM	460146103
TRU	TRANSUNION	34,642	$2.903M	0.0%	$83.80 *	$97.36	-7.0%	COM	89400J107
GEN	GEN DIGITAL INC	102,066	$2.897M	0.0%	$28.38 *	$20.83	+42.6%	COM	668771108
IFF	INTERNATIONAL FLAVORS&FRAGRA	45,579	$2.805M	0.0%	$61.55 *	$99.03	-31.5%	COM	459506101
FOXA	FOX CORP	44,471	$2.804M	0.0%	$63.05 *	$33.57	+71.8%	CL A COM	35137L105
GIB	CGI INC	31,249	$2.779M	0.0%	$88.92 *	$75.49	+27.9%	CL A SUB VTG	12532H104
BNTX	BIONTECH SE	27,822	$2.742M	0.0%	$98.56	$111.94	—	SPONSORED ADS	09075V102
JBHT	HUNT J B TRANS SVCS INC	20,345	$2.73M	0.0%	$134.17 *	$169.48	-15.5%	COM	445658107
CFG	CITIZENS FINL GROUP INC	51,158	$2.72M	0.0%	$53.16 *	$31.98	+53.8%	COM	174610105
RPRX	ROYALTY PHARMA PLC	76,794	$2.708M	0.0%	$35.26 *	$33.23	+8.9%	SHS CLASS A	G7709Q104
BF/B	BROWN FORMAN CORP	97,748	$2.647M	0.0%	$27.08 *	$56.26	-49.2%	CL B	115637209
RF	REGIONS FINANCIAL CORP NEW	100,178	$2.642M	0.0%	$26.38 *	$16.05	+59.1%	COM	7591EP100
LUV	SOUTHWEST AIRLS CO	81,939	$2.615M	0.0%	$31.91	$36.23	-10.5%	COM	844741108
NTR	NUTRIEN LTD	44,437	$2.599M	0.0%	$58.50	$51.94	+12.2%	COM	67077M108
OMC	OMNICOM GROUP INC	31,427	$2.563M	0.0%	$81.55 *	$62.89	+18.2%	COM	681919106
FUTU	FUTU HLDGS LTD	14,654	$2.548M	0.0%	$173.86	$37.59	—	SPON ADS CL A	36118L106
IEX	IDEX CORP	15,585	$2.536M	0.0%	$162.73 *	$208.93	-19.5%	COM	45167R104
GFL	GFL ENVIRONMENTAL INC	53,603	$2.536M	0.0%	$47.31 *	$33.27	+45.6%	SUB VTG SHS	36168Q104
FSV	FIRSTSERVICE CORP NEW	13,321	$2.525M	0.0%	$189.56	$149.45	+29.1%	COM	33767E202
ITRI	ITRON INC	20,234	$2.52M	0.0%	$124.56 *	$119.19	+6.7%	COM	465741106
PFG	PRINCIPAL FINANCIAL GROUP IN	29,943	$2.482M	0.0%	$82.89 *	$52.69	+49.3%	COM	74251V102
NUE	NUCOR CORP	18,253	$2.471M	0.0%	$135.40 *	$101.25	+38.8%	COM	670346105
BAX	BAXTER INTL INC	108,320	$2.466M	0.0%	$22.77 *	$55.39	-54.5%	COM	071813109
MAS	MASCO CORP	34,422	$2.423M	0.0%	$70.38	$54.25	+28.9%	COM	574599106
CMS	CMS ENERGY CORP	32,774	$2.401M	0.0%	$73.26 *	$62.46	+13.8%	COM	125896100
PNR	PENTAIR PLC	21,657	$2.399M	0.0%	$110.75 *	$80.10	+32.9%	SHS	G7S00T104
DPZ	DOMINOS PIZZA INC	5,320	$2.296M	0.0%	$431.62 *	$399.51	+12.8%	COM	25754A201
KEY	KEYCORP	119,889	$2.24M	0.0%	$18.69 *	$13.61	+33.6%	COM	493267108
DLTR	DOLLAR TREE INC	23,312	$2.199M	0.0%	$94.33 *	$68.64	+55.9%	COM	256746108
EG	EVEREST GROUP LTD	6,250	$2.189M	0.0%	$350.18 *	$309.16	+9.2%	COM	G3223R108
GIL	GILDAN ACTIVEWEAR INC	37,331	$2.154M	0.0%	$57.70 *	$37.64	+41.9%	COM	375916103
OXY	OCCIDENTAL PETE CORP	44,404	$2.099M	0.0%	$47.26 *	$49.25	-9.1%	COM	674599105
FNF	FIDELITY NATIONAL FINANCIAL	34,575	$2.093M	0.0%	$60.54 *	$39.84	+38.3%	COM SHS	31620R303
DOX	AMDOCS LTD	24,761	$2.032M	0.0%	$82.06 *	$76.65	+11.6%	SHS	G02602103
RCI	ROGERS COMMUNICATIONS INC	57,460	$1.978M	0.0%	$34.43	$50.25	-31.5%	CL B	775109200
CTRA	COTERRA ENERGY INC	82,718	$1.956M	0.0%	$23.64	$24.25	-1.8%	COM	127097103
STN	STANTEC INC	17,969	$1.93M	0.0%	$107.43	$80.14	—	COM	85472N109
IMO	IMPERIAL OIL LTD	20,908	$1.897M	0.0%	$90.75 *	$70.33	+21.7%	COM NEW	453038408
WIX	WIX COM LTD	10,404	$1.849M	0.0%	$177.76 *	$110.31	+36.4%	SHS	M98068105
QSR	RESTAURANT BRANDS INTL INC	28,149	$1.819M	0.0%	$64.63	$60.45	+8.8%	COM	76131D103
TFII	TFI INTL INC	20,271	$1.784M	0.0%	$88.01 *	$106.06	-13.7%	COM	87241L109
AER	AERCAP HOLDINGS NV	14,340	$1.735M	0.0%	$120.99 *	$69.55	+67.7%	SHS	N00985106
BKR	BAKER HUGHES COMPANY	35,315	$1.72M	0.0%	$48.70 *	$39.41	+11.2%	CL A	05722G100
OTEX	OPEN TEXT CORP	45,683	$1.711M	0.0%	$37.45 *	$40.54	-22.0%	COM	683715106
GLBE	GLOBAL E ONLINE LTD	46,475	$1.663M	0.0%	$35.78 *	$45.27	-24.6%	SHS	M5216V106
SNAP	SNAP INC	214,829	$1.657M	0.0%	$7.72 *	$35.23	-76.5%	CL A	83304A106
BBY	BEST BUY INC	20,975	$1.586M	0.0%	$75.62 *	$72.34	-3.2%	COM	086516101
DVN	DEVON ENERGY CORP NEW	42,786	$1.5M	0.0%	$35.06 *	$42.60	-21.1%	COM	25179M103
LNT	ALLIANT ENERGY CORP	22,037	$1.485M	0.0%	$67.40 *	$60.10	+6.3%	COM	018802108
EMA	EMERA INC	30,928	$1.478M	0.0%	$47.80 *	$43.35	+7.6%	COM	290876101
MPC	MARATHON PETE CORP	7,466	$1.439M	0.0%	$192.76 *	$57.16	+205.2%	COM	56585A102
MNDY	MONDAY COM LTD	7,371	$1.429M	0.0%	$193.89 *	$277.00	-16.9%	SHS	M7S64H106
VLO	VALERO ENERGY CORP	7,512	$1.279M	0.0%	$170.24 *	$97.61	+51.4%	COM	91913Y100
GFS	GLOBALFOUNDRIES INC	32,204	$1.155M	0.0%	$35.86	$53.82	-33.7%	ORDINARY SHARES	G39387108
BF/A	BROWN FORMAN CORP	41,494	$1.116M	0.0%	$26.90 *	$42.40	-32.4%	CL A	115637100
RAL	RALLIANT CORP	24,640	$1.077M	0.0%	$43.72	$49.24	-9.7%	COM	750940108
HRL	HORMEL FOODS CORP	42,498	$1.051M	0.0%	$24.73 *	$35.03	-22.0%	COM	440452100
WMG	WARNER MUSIC GROUP CORP	29,448	$1.003M	0.0%	$34.04 *	$30.83	+1.8%	COM CL A	934550203
LEN/B	LENNAR CORP	7,414	$889K	0.0%	$119.85 *	$81.92	+43.3%	CL B	526057302
ODD	ODDITY TECH LTD	13,058	$813K	0.0%	$62.25 *	$60.97	+6.5%	SHS CL A	M7518J104
OPRA	OPERA LTD	38,228	$789K	0.0%	$20.63	$18.89	—	SPONSORED ADS	68373M107
RKT	ROCKET COS INC	38,663	$749K	0.0%	$19.38 *	$10.76	+62.1%	COM CL A	77311W101
CLBT	CELLEBRITE DI LTD	32,038	$594K	0.0%	$18.53 *	$19.25	-18.4%	ORDINARY SHARES	M2197Q107
HAFN	HAFNIA LTD	74,826	$451K	0.0%	$6.03 *	$5.50	+4.1%	SHS	Y2990R101
GEV	GE VERNOVA INC	689	$424K	0.0%	$614.73	$311.89	+94.1%	COM	36828A101
FRO	FRONTLINE PLC	17,659	$404K	0.0%	$22.85 *	$15.82	+28.0%	COM	M46528101
DOW	DOW INC	17,269	$396K	0.0%	$22.93 *	$37.64	-35.4%	COM	260557103
IR	INGERSOLL RAND INC	2,914	$241K	0.0%	$82.61	$59.06	+38.7%	COM	45687V106
CMI	CUMMINS INC	532	$225K	0.0%	$422.48 *	$380.68	0.0%	COM	231021106
ADM	ARCHER DANIELS MIDLAND CO	3,655	$218K	0.0%	$59.73 *	$57.76	0.0%	COM	039483102
FOX	FOX CORP	3,671	$210K	0.0%	$57.24 *	$52.60	0.0%	CL B COM	35137L204