Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SPYM	SPDR SERIES TRUST	66,398,232	$5.082B	19.9%	$72.59	—	STATE STREET SPD	78464A854
VOO	VANGUARD INDEX FDS	3,495,162	$2.089B	8.2%	$599.39	—	S&P 500 ETF SHS	922908363
IVV	ISHARES TR	3,033,549	$1.981B	7.8%	$655.15	—	CORE S&P500 ETF	464287200
NVDA	NVIDIA CORPORATION	4,229,093	$737M	2.9%	$104.08	+79.3%	COM	67066G104
MSFT	MICROSOFT CORP	1,834,520	$679M	2.7%	$176.22	+146.6%	COM	594918104
AMZN	AMAZON COM INC	3,196,522	$666M	2.6%	$216.15	+4.9%	COM	023135106
AAPL	APPLE INC	2,383,084	$605M	2.4%	$106.53	+146.7%	COM	037833100
ENLT	ENLIGHT RENEWABLE ENERGY LTD	88,084	$584M	2.3%	$17.77	+231.8%	SHS	M4056D110
TSEM	TOWER SEMICONDUCTOR LTD	33,584	$573M	2.2%	$48.19	+167.4%	SHS NEW	M87915274
NVMI	NOVA LTD	11,910	$512M	2.0%	$203.15	+115.9%	COM	M7516K103
CAMT	CAMTEK LTD	24,557	$360M	1.4%	$78.47	+85.9%	ORD	M20791105
V	VISA INC	962,028	$291M	1.1%	$230.06	+43.1%	COM CL A	92826C839
FAST	FASTENAL CO	5,954,159	$276M	1.1%	$34.67	+27.7%	COM	311900104
FERG	FERGUSON ENTERPRISES INC	1,183,017	$276M	1.1%	$197.27	+27.3%	COMMON STOCK NEW	31488V107
GOOGL	ALPHABET INC	928,627	$267M	1.0%	$122.27	+164.4%	CAP STK CL A	02079K305
JNJ	JOHNSON & JOHNSON	992,389	$243M	0.9%	$139.11	+63.8%	COM	478160104
AVGO	BROADCOM INC	765,851	$237M	0.9%	$154.18	+116.7%	COM	11135F101
GOOG	ALPHABET INC	814,669	$234M	0.9%	$117.91	+174.5%	CAP STK CL C	02079K107
APH	AMPHENOL CORP	1,739,556	$220M	0.9%	$99.56	+47.0%	CL A	032095101
MDT	MEDTRONIC PLC	2,451,244	$212M	0.8%	$77.74	+28.0%	SHS	G5960L103
META	META PLATFORMS INC	355,570	$203M	0.8%	$198.38	+230.5%	CL A	30303M102
KLAC	KLA CORP	136,708	$201M	0.8%	$1268.81	+15.2%	COM NEW	482480100
CL	COLGATE PALMOLIVE CO	2,200,744	$188M	0.7%	$76.98	+15.3%	COM	194162103
HD	HOME DEPOT INC	531,317	$175M	0.7%	$268.25	+40.5%	COM	437076102
TSLA	TESLA INC	466,864	$174M	0.7%	$326.81	+30.3%	COM	88160R101
PG	PROCTER & GAMBLE CO	1,192,532	$172M	0.7%	$134.91	+12.5%	COM	742718109
ROL	ROLLINS INC	3,131,337	$167M	0.7%	$58.52	+5.7%	COM	775711104
AON	AON PLC	502,480	$162M	0.6%	$312.83	+7.4%	SHS CL A	G0403H108
AZO	AUTOZONE INC	46,842	$158M	0.6%	$3568.06	+1.6%	COM	053332102
YUM	YUM BRANDS INC	974,960	$152M	0.6%	$124.00	+26.9%	COM	988498101
ICE	INTERCONTINENTAL EXCHANGE IN	946,920	$149M	0.6%	$150.41	+9.7%	COM	45866F104
SPGI	S&P GLOBAL INC	348,354	$148M	0.6%	$366.22	+32.5%	COM	78409V104
CDNS	CADENCE DESIGN SYSTEM INC	524,385	$146M	0.6%	$279.05	+8.7%	COM	127387108
OTIS	OTIS WORLDWIDE CORP	1,767,235	$136M	0.5%	$82.72	+8.2%	COM	68902V107
JPM	JPMORGAN CHASE & CO	453,233	$133M	0.5%	$133.93	+132.5%	COM	46625H100
LLY	ELI LILLY & CO	141,359	$130M	0.5%	$202.75	+416.4%	COM	532457108
MAR	MARRIOTT INTL INC NEW	380,667	$124M	0.5%	$182.03	+81.7%	CL A	571903202
VRSK	VERISK ANALYTICS INC	643,035	$122M	0.5%	$236.48	-13.8%	COM	92345Y106
BRK/B	BERKSHIRE HATHAWAY INC DEL	221,926	$106M	0.4%	$463.81	+6.4%	CL B NEW	084670702
NU	NU HLDGS LTD	6,854,145	$98.53M	0.4%	$14.69	+18.0%	ORD SHS CL A	G6683N103
WMT	WALMART INC	703,562	$87.44M	0.3%	$52.37	+133.0%	COM	931142103
NFLX	NETFLIX INC.	886,527	$85.24M	0.3%	$96.97	-13.5%	COM	64110L106
RACE	FERRARI N V	229,353	$76.59M	0.3%	$344.66	+3.5%	COM	N3167Y103
COST	COSTCO WHOLESALE CORPORATION	71,888	$71.62M	0.3%	$668.75	+44.1%	COM	22160K105
PDD	PDD HOLDINGS INC	697,636	$71.29M	0.3%	$105.01	—	SPONSORED ADS	722304102
MA	MASTERCARD INCORPORATED	134,989	$67.46M	0.3%	$128.07	+320.9%	CL A	57636Q104
MU	MICRON TECHNOLOGY INC	195,066	$65.86M	0.3%	$75.53	+412.4%	COM	595112103
ABBV	ABBVIE INC	298,983	$65.02M	0.3%	$82.90	+168.5%	COM	00287Y109
AU	ANGLOGOLD ASHANTI PLC	663,007	$64.62M	0.3%	$51.10	+102.8%	COM SHS	G0378L100
APP	APPLOVIN CORP	155,818	$62.03M	0.2%	$440.05	+15.2%	COM CL A	03831W108
NET	CLOUDFLARE INC	296,322	$61.16M	0.2%	$164.29	+11.0%	CL A COM	18915M107
MELI	MERCADOLIBRE INC	33,838	$58.5M	0.2%	$1446.66	+42.8%	COM	58733R102
ISRG	INTUITIVE SURGICAL INC	122,666	$56.58M	0.2%	$425.38	+22.5%	COM NEW	46120E602
CVX	CHEVRON CORPORATION	270,642	$55.99M	0.2%	$144.78	+18.7%	COM	166764100
GFI	GOLD FIELDS LTD	1,200,151	$54.49M	0.2%	$19.80	—	SPONSORED ADR	38059T106
AMD	ADVANCED MICRO DEVICES INC	263,731	$53.63M	0.2%	$93.99	+135.9%	COM	007903107
CSCO	CISCO SYS INC	686,466	$53.25M	0.2%	$41.78	+86.5%	COM	17275R102
BAP	CREDICORP LTD	156,358	$52.97M	0.2%	$232.19	+45.1%	COM	G2519Y108
BAC	BANK AMERICA CORP	1,084,283	$52.85M	0.2%	$25.24	+112.6%	COM	060505104
MRK	MERCK & CO INC	434,031	$52.21M	0.2%	$76.44	+49.5%	COM	58933Y105
BSAC	BANCO SANTANDER CHILE NEW	1,561,544	$52.13M	0.2%	$27.85	—	SP ADR REP COM	05965X109
FMX	FOMENTO ECONOMICO MEXICANO S	462,624	$51.39M	0.2%	$102.03	—	SPON ADR UNITS	344419106
PLTR	PALANTIR TECHNOLOGIES INC	339,653	$49.68M	0.2%	$23.49	+556.3%	CL A	69608A108
AZN	ASTRAZENECA PLC	255,467	$49.63M	0.2%	$190.39	0.0%	ORD	G0593M107
KO	COCA COLA CO	649,696	$49.41M	0.2%	$48.38	+54.5%	COM	191216100
GE	GE AEROSPACE	174,088	$49.4M	0.2%	$112.09	+183.9%	COM NEW	369604301
AMAT	APPLIED MATLS INC	140,884	$48.13M	0.2%	$103.21	+216.4%	COM	038222105
SHOP	SHOPIFY INC	403,039	$47.82M	0.2%	$96.18	+41.9%	CL A SUB VTG SHS	82509L107
LRCX	LAM RESEARCH CORP	223,245	$47.69M	0.2%	$77.92	+190.0%	COM NEW	512807306
SPOT	SPOTIFY TECHNOLOGY S A	95,481	$46.29M	0.2%	$413.73	+20.2%	SHS	L8681T102
GS	GOLDMAN SACHS GROUP INC	52,193	$44.14M	0.2%	$352.27	+164.7%	COM	38141G104
WFC	WELLS FARGO & CO	534,992	$42.58M	0.2%	$39.75	+126.5%	COM	949746101
CAT	CATERPILLAR INC	58,354	$41.33M	0.2%	$209.05	+227.4%	COM	149123101
ORCL	ORACLE CORP	275,202	$40.48M	0.2%	$78.44	+116.2%	COM	68389X105
UNH	UNITEDHEALTH GROUP INC	148,923	$40.29M	0.2%	$368.13	-16.1%	COM	91324P102
LIN	LINDE PLC	77,875	$38.6M	0.2%	$338.49	+35.9%	SHS	G54950103
RY	ROYAL BK CDA	228,904	$37.02M	0.1%	$88.46	+92.1%	COM	780087102
MCD	MCDONALDS CORP	118,514	$36.84M	0.1%	$195.54	+62.2%	COM	580135101
IBM	INTERNATIONAL BUSINESS MACHS	151,718	$36.77M	0.1%	$169.85	+67.2%	COM	459200101
INTC	INTEL CORP	819,261	$36.15M	0.1%	$44.61	+4.1%	COM	458140100
VZ	VERIZON COMMUNICATIONS INC	713,156	$35.79M	0.1%	$37.90	+15.6%	COM	92343V104
PEP	PEPSICO INC	229,257	$35.6M	0.1%	$149.67	+3.4%	COM	713448108
C	CITIGROUP INC	306,651	$34.78M	0.1%	$57.49	+102.1%	COM NEW	172967424
MS	MORGAN STANLEY	206,769	$34.02M	0.1%	$83.12	+116.2%	COM NEW	617446448
T	AT&T INC	1,165,850	$33.77M	0.1%	$16.89	+52.4%	COM	00206R102
AMGN	AMGEN INC	95,031	$33.42M	0.1%	$204.38	+71.1%	COM	031162100
TMO	THERMO FISHER SCIENTIFIC INC	65,801	$32.36M	0.1%	$471.03	+22.0%	COM	883556102
TJX	TJX COS INC NEW	201,764	$32.23M	0.1%	$107.74	+43.1%	COM	872540109
NEE	NEXTERA ENERGY INC	345,226	$32.07M	0.1%	$60.88	+43.2%	COM	65339F101
CPNG	COUPANG INC	1,670,083	$31.51M	0.1%	$20.49	-3.0%	CL A	22266T109
ABT	ABBOTT LABORATORIES	303,839	$31.17M	0.1%	$102.80	+12.3%	COM	002824100
GILD	GILEAD SCIENCES INC	221,598	$30.88M	0.1%	$65.44	+111.4%	COM	375558103
TXN	TEXAS INSTRS INC	154,931	$30.07M	0.1%	$116.53	+77.0%	COM	882508104
DIS	DISNEY WALT CO	305,457	$29.44M	0.1%	$134.38	-18.6%	COM	254687106
SE	SEA LTD	353,736	$29.3M	0.1%	$111.66	—	SPONSORD ADS	81141R100
CRM	SALESFORCE INC	156,301	$29.18M	0.1%	$223.05	-3.3%	COM	79466L302
AXP	AMERICAN EXPRESS CO	94,257	$28.52M	0.1%	$149.54	+138.2%	COM	025816109
IOT	SAMSARA INC	890,725	$28.23M	0.1%	$29.75	0.0%	COM CL A	79589L106
RKLB	ROCKET LAB CORP	431,074	$27.67M	0.1%	$79.27	0.0%	COM	773121108
ADI	ANALOG DEVICES INC	86,274	$27.44M	0.1%	$149.10	+112.1%	COM	032654105
PFE	PFIZER INC	970,841	$27.26M	0.1%	$27.42	-4.5%	COM	717081103
EWM	ISHARES INC	956,978	$27.18M	0.1%	$24.53	—	MSCI MLY ETF NEW	46434G814
SCHW	SCHWAB CHARLES CORP	288,035	$27.07M	0.1%	$51.61	+94.0%	COM	808513105
AXON	AXON ENTERPRISE INC	62,074	$26.35M	0.1%	$561.27	-6.1%	COM	05464C101
TD	TORONTO DOMINION BK ONT	280,408	$26.18M	0.1%	$61.80	+54.1%	COM NEW	891160509
SCCO	SOUTHERN COPPER CORP	150,096	$25.82M	0.1%	$125.24	+49.6%	COM	84265V105
TTE	TOTALENERGIES SE	269,233	$25.17M	0.1%	$63.23	+13.1%	ACT	F92124100
COP	CONOCOPHILLIPS	190,212	$25.1M	0.1%	$97.61	+5.2%	COM	20825C104
UBER	UBER TECHNOLOGIES INC	348,726	$25.08M	0.1%	$44.78	+75.8%	COM	90353T100
HON	HONEYWELL INTL INC	110,661	$25.01M	0.1%	$195.82	+15.4%	COM	438516106
DXCM	DEXCOM INC	396,128	$24.88M	0.1%	$75.72	-6.3%	COM	252131107
RBLX	ROBLOX CORP	439,208	$24.86M	0.1%	$65.42	+9.7%	CL A	771049103
QCOM	QUALCOMM INC	192,588	$24.79M	0.1%	$98.51	+56.2%	COM	747525103
WELL	WELLTOWER INC	124,772	$24.67M	0.1%	$87.59	+113.4%	COM	95040Q104
BLK	BLACKROCK INC	25,526	$24.55M	0.1%	$995.50	+10.2%	COM	09290D101
MCHI	ISHARES TR	436,824	$24.55M	0.1%	$56.20	—	MSCI CHINA ETF	46429B671
ITUB	ITAU UNIBANCO HLDG S A	2,861,917	$24.03M	0.1%	$8.22	—	SPON ADR REP PFD	465562106
DE	DEERE & CO	42,197	$23.77M	0.1%	$338.33	+63.0%	COM	244199105
BMY	BRISTOL-MYERS SQUIBB CO	382,894	$23.22M	0.1%	$49.98	+14.9%	COM	110122108
BKNG	BOOKING HOLDINGS INC	5,461	$22.98M	0.1%	$1886.42	+153.5%	COM	09857L108
PLD	PROLOGIS INC.	171,221	$22.64M	0.1%	$110.54	+16.7%	COM	74340W103
RDDT	REDDIT INC	167,057	$22.5M	0.1%	$189.65	0.0%	CL A	75734B100
ETN	EATON CORP PLC	62,818	$22.47M	0.1%	$292.00	+21.1%	SHS	G29183103
ENB	ENBRIDGE INC	410,049	$22.2M	0.1%	$39.50	+22.9%	COM	29250N105
NEM	NEWMONT CORP	204,859	$22.17M	0.1%	$46.46	+154.2%	COM	651639106
ANET	ARISTA NETWORKS INC	179,418	$22.03M	0.1%	$101.52	+33.0%	COM SHS	040413205
PANW	PALO ALTO NETWORKS INC	135,448	$21.72M	0.1%	$146.63	+17.4%	COM	697435105
ACN	ACCENTURE PLC IRELAND	109,260	$21.65M	0.1%	$295.90	-14.4%	SHS CLASS A	G1151C101
CB	CHUBB LTD SWITZ	66,014	$21.51M	0.1%	$164.97	+91.7%	COM	H1467J104
SYK	STRYKER CORPORATION	64,286	$21.12M	0.1%	$250.37	+45.7%	COM	863667101
VRTX	VERTEX PHARMACEUTICALS INC	47,128	$21.04M	0.1%	$254.70	+83.6%	COM	92532F100
LOW	LOWES COS INC	89,011	$21.03M	0.1%	$126.52	+114.6%	COM	548661107
DHR	DANAHER CORP DEL	109,135	$20.68M	0.1%	$224.16	+0.2%	COM	235851102
YUMC	YUM CHINA HLDGS INC	419,079	$20.44M	0.1%	$45.46	+13.4%	COM	98850P109
INTU	INTUIT	46,943	$20.3M	0.1%	$430.17	+15.7%	COM	461202103
PH	PARKER-HANNIFIN CORP	22,635	$20.24M	0.1%	$255.15	+275.4%	COM	701094104
UBS	UBS GROUP AG	521,884	$20.05M	0.1%	$17.84	+155.4%	SHS	H42097107
AEM	AGNICO EAGLE MINES LTD	95,816	$19.44M	0.1%	$76.12	+170.6%	COM	008474108
MCK	MCKESSON CORP	22,378	$19.36M	0.1%	$239.46	+265.6%	COM	58155Q103
PGR	PROGRESSIVE CORP	96,405	$19.11M	0.1%	$108.30	+90.9%	COM	743315103
GLW	CORNING INC	139,565	$18.98M	0.1%	$28.92	+286.2%	COM	219350105
EQIX	EQUINIX INC	18,946	$18.57M	0.1%	$421.31	+81.4%	COM	29444U700
PBR	PETROLEO BRASILEIRO S A	894,094	$18.55M	0.1%	$14.39	—	SPONSORED ADR	71654V408
NOW	SERVICENOW INC	176,454	$18.45M	0.1%	$156.73	-22.7%	COM	81762P102
CME	CME GROUP INC	62,117	$18.34M	0.1%	$132.83	+117.8%	COM	12572Q105
VRT	VERTIV HOLDINGS CO	72,969	$18.28M	0.1%	$119.20	+67.7%	COM CL A	92537N108
TBBB	BBB FOODS INC	511,932	$18.09M	0.1%	$24.81	+43.5%	CL A COM	G0896C103
WM	WASTE MGMT INC DEL	77,762	$17.86M	0.1%	$143.54	+57.5%	COM	94106L109
COF	CAPITAL ONE FINL CORP	97,544	$17.79M	0.1%	$153.56	+45.4%	COM	14040H105
WMB	WILLIAMS COS INC	239,494	$17.42M	0.1%	$23.13	+186.8%	COM	969457100
CMCSA	COMCAST CORP NEW	605,563	$17.37M	0.1%	$29.65	+0.6%	CL A	20030N101
ADBE	ADOBE INC	71,345	$17.34M	0.1%	$516.33	-43.9%	COM	00724F101
HWM	HOWMET AEROSPACE INC	75,144	$17.31M	0.1%	$97.34	+132.7%	COM	443201108
SO	SOUTHERN CO	175,403	$16.93M	0.1%	$48.26	+85.5%	COM	842587107
DUK	DUKE ENERGY CORP NEW	128,951	$16.88M	0.1%	$72.51	+66.7%	COM NEW	26441C204
BSX	BOSTON SCIENTIFIC CORP	269,031	$16.88M	0.1%	$45.90	+87.0%	COM	101137107
STX	SEAGATE TECHNOLOGY HLDNGS PL	42,928	$16.81M	0.1%	$89.31	+321.5%	ORD SHS	G7997R103
CVS	CVS HEALTH CORP	232,198	$16.68M	0.1%	$61.99	+25.8%	COM	126650100
CRWD	CROWDSTRIKE HLDGS INC	42,311	$16.52M	0.1%	$207.30	+108.0%	CL A	22788C105
TMUS	T-MOBILE US INC	78,581	$16.5M	0.1%	$133.09	+50.5%	COM	872590104
MRVL	MARVELL TECHNOLOGY INC	163,725	$16.22M	0.1%	$63.85	+27.0%	COM	573874104
SBUX	STARBUCKS CORP	179,215	$16.05M	0.1%	$88.71	+5.5%	COM	855244109
TT	TRANE TECHNOLOGIES PLC	37,729	$15.73M	0.1%	$370.74	+13.9%	SHS	G8994E103
REGN	REGENERON PHARMACEUTICALS	20,230	$15.63M	0.1%	$641.39	+19.9%	COM	75886F107
INDA	ISHARES TR	331,784	$15.53M	0.1%	$54.06	—	MSCI INDIA ETF	46429B598
ADP	AUTOMATIC DATA PROCESSING IN	76,079	$15.46M	0.1%	$173.68	+38.7%	COM	053015103
BK	BANK NEW YORK MELLON CORP	127,992	$15.19M	0.1%	$44.10	+172.5%	COM	064058100
SYM	SYMBOTIC INC	281,981	$15M	0.1%	$60.69	0.0%	CLASS A COM	87151X101
AMT	AMERICAN TOWER CORP	86,402	$14.91M	0.1%	$226.89	-23.0%	COM	03027X100
BMO	BANK MONTREAL MEDIUM	110,275	$14.9M	0.1%	$84.06	+65.2%	COM	063671101
ORLY	OREILLY AUTOMOTIVE INC	161,233	$14.88M	0.1%	$89.86	+5.7%	COM	67103H107
MRSH	MARSH & MCLENNAN COS INC	84,645	$14.68M	0.1%	$98.53	+84.1%	COM	571748102
FCX	FREEPORT MCMORAN INC	248,404	$14.6M	0.1%	$13.99	+337.0%	CL B	35671D857
FDX	FEDEX CORP	40,949	$14.59M	0.1%	$158.92	+113.3%	COM	31428X106
CSX	CSX CORP	355,231	$14.58M	0.1%	$29.98	+28.5%	COM	126408103
CM	CANADIAN IMPERIAL BANK OF CO	150,983	$14.29M	0.1%	$44.84	+110.9%	COM	136069101
BX	BLACKSTONE INC	123,861	$14.24M	0.1%	$63.85	+120.7%	COM	09260D107
ROST	ROSS STORES INC	65,738	$14.24M	0.1%	$138.52	+38.9%	COM	778296103
SLB	SLB LIMITED	276,791	$14.23M	0.1%	$42.82	+12.8%	COM STK	806857108
KMI	KINDER MORGAN INC DEL	421,306	$14.12M	0.1%	$17.92	+66.0%	COM	49456B101
ITW	ILLINOIS TOOL WKS INC	53,944	$14.04M	0.1%	$199.13	+37.2%	COM	452308109
UPS	UNITED PARCEL SVCS INC	140,001	$13.77M	0.1%	$114.09	-3.7%	CL B	911312106
HCA	HCA HEALTHCARE INC	29,052	$13.74M	0.1%	$208.71	+138.6%	COM	40412C101
MMM	3M CO	94,176	$13.68M	0.1%	$102.81	+59.5%	COM	88579Y101
NSC	NORFOLK SOUTHN CORP	47,536	$13.65M	0.1%	$227.40	+31.1%	COM	655844108
PNC	PNC FINL SVCS GROUP INC	65,301	$13.58M	0.1%	$147.00	+53.0%	COM	693475105
BN	BROOKFIELD CORP	334,745	$13.57M	0.1%	$38.81	+20.3%	CL A LTD VT SH	11271J107
MSI	MOTOROLA SOLUTIONS INC	31,067	$13.48M	0.1%	$219.67	+89.3%	COM NEW	620076307
PWR	QUANTA SVCS INC	24,529	$13.47M	0.1%	$264.36	+83.9%	COM	74762E102
BNS	BANK NOVA SCOTIA B C	191,637	$13.28M	0.1%	$48.02	+56.1%	COM	064149107
SHW	SHERWIN WILLIAMS CO	40,983	$13.14M	0.1%	$233.59	+52.1%	COM	824348106
CP	CANADIAN PACIFIC KANSAS CITY	166,770	$13.07M	0.1%	$77.89	-0.8%	COM	13646K108
B	BARRICK MNG CORP	318,587	$13.03M	0.1%	$19.91	+142.6%	COM SHS	06849F108
RCL	ROYAL CARIBBEAN GROUP	47,129	$12.98M	0.1%	$87.82	+251.7%	COM	V7780T103
HLT	HILTON WORLDWIDE HLDGS INC	42,683	$12.97M	0.1%	$124.04	+146.0%	COM	43300A203
MDLZ	MONDELEZ INTL INC	223,862	$12.9M	0.1%	$49.08	+18.5%	CL A	609207105
CNQ	CANADIAN NAT RES LTD MED TER	263,477	$12.82M	0.1%	$32.01	+16.2%	COM	136385101
EOG	EOG RES INC	87,849	$12.7M	0.0%	$118.37	-5.3%	COM	26875P101
RIVN	RIVIAN AUTOMOTIVE INC	841,876	$12.68M	0.0%	$16.32	0.0%	COM CL A	76954A103
SNPS	SYNOPSYS INC	31,869	$12.63M	0.0%	$374.83	+25.8%	COM	871607107
SPG	SIMON PPTY GROUP INC NEW	67,384	$12.57M	0.0%	$107.27	+71.5%	COM	828806109
CEG	CONSTELLATION ENERGY CORP	44,882	$12.53M	0.0%	$134.88	+123.3%	COM	21037T109
WPM	WHEATON PRECIOUS METALS CORP	95,486	$12.51M	0.0%	$63.20	+121.3%	COM	962879102
USB	US BANCORP	240,118	$12.49M	0.0%	$40.63	+39.4%	COM NEW	902973304
ECL	ECOLAB INC	46,472	$12.36M	0.0%	$188.52	+51.8%	COM	278865100
DLR	DIGITAL RLTY TR INC	67,299	$12.13M	0.0%	$126.58	+22.5%	COM	253868103
CRH	CRH PLC	114,934	$12.08M	0.0%	$73.73	+68.6%	ORD	G25508105
MCO	MOODYS CORP	27,481	$12M	0.0%	$338.07	+44.8%	COM	615369105
TEL	TE CONNECTIVITY PLC	57,116	$11.94M	0.0%	$146.82	+56.5%	ORD SHS	G87052109
OKE	ONEOK INC NEW	130,274	$11.77M	0.0%	$73.69	+6.6%	COM	682680103
NKE	NIKE INC	220,237	$11.64M	0.0%	$108.96	-41.3%	CL B	654106103
TEAM	ATLASSIAN CORPORATION	170,281	$11.62M	0.0%	$122.65	-7.6%	CL A	049468101
TDG	TRANSDIGM GROUP INC	10,007	$11.6M	0.0%	$1234.33	+10.3%	COM	893641100
O	REALTY INCOME CORP	187,856	$11.49M	0.0%	$53.46	+7.2%	COM	756109104
TRV	TRAVELERS COMPANIES INC	39,325	$11.47M	0.0%	$217.56	+32.6%	COM	89417E109
CI	THE CIGNA GROUP	42,886	$11.44M	0.0%	$197.48	+42.1%	COM	125523100
ELV	ELEVANCE HEALTH INC FORMERLY	37,871	$11.09M	0.0%	$306.13	+14.8%	COM	036752103
MPWR	MONOLITHIC PWR SYS INC	9,997	$10.93M	0.0%	$756.81	+46.0%	COM	609839105
TRP	TC ENERGY CORP	174,365	$10.86M	0.0%	$39.17	+48.6%	COM	87807B107
CTVA	CORTEVA INC	129,128	$10.81M	0.0%	$37.02	+96.6%	COM	22052L104
LNG	CHENIERE ENERGY INC	38,086	$10.8M	0.0%	$209.77	+0.0%	COM NEW	16411R208
APD	AIR PRODUCTS AND CHEMICALS I	37,023	$10.75M	0.0%	$217.17	+25.0%	COM	009158106
AEP	AMERICAN ELEC PWR CO INC	81,975	$10.75M	0.0%	$72.43	+66.4%	COM	025537101
KKR	KKR & CO INC	116,025	$10.74M	0.0%	$60.09	+91.0%	COM	48251W104
MNST	MONSTER BEVERAGE CORP NEW	148,038	$10.73M	0.0%	$54.37	+48.3%	COM	61174X109
CTAS	CINTAS CORP	62,889	$10.63M	0.0%	$175.04	+10.4%	COM	172908105
ZTS	ZOETIS INC	87,660	$10.36M	0.0%	$162.64	-22.5%	CL A	98978V103
SRE	SEMPRA	105,974	$10.3M	0.0%	$62.92	+42.3%	COM	816851109
KEYS	KEYSIGHT TECHNOLOGIES INC	36,357	$10.27M	0.0%	$154.72	+47.5%	COM	49338L103
CNI	CANADIAN NATL RY CO	99,638	$10.24M	0.0%	$103.12	-1.0%	COM	136375102
EW	EDWARDS LIFESCIENCES CORP	126,927	$10.16M	0.0%	$87.65	-6.5%	COM	28176E108
CCJ	CAMECO CORP	92,989	$10.12M	0.0%	$54.31	+114.1%	COM	13321L108
PSX	PHILLIPS 66	55,077	$10.03M	0.0%	$109.89	+33.9%	COM	718546104
COR	CENCORA INC	31,587	$9.922M	0.0%	$178.23	+98.1%	COM	03073E105
ELF	E L F BEAUTY INC	161,524	$9.786M	0.0%	$85.68	0.0%	COM	26856L103
TFC	TRUIST FINL CORP	211,914	$9.737M	0.0%	$40.59	+26.0%	COM	89832Q109
FNV	FRANCO NEV CORP	38,997	$9.681M	0.0%	$124.39	+97.6%	COM	351858105
WBD	WARNER BROS DISCOVERY INC	352,096	$9.663M	0.0%	$16.93	+66.8%	COM SER A	934423104
MFC	MANULIFE FINL CORP	279,167	$9.606M	0.0%	$18.47	+100.8%	COM	56501R106
CAH	CARDINAL HEALTH INC	45,435	$9.6M	0.0%	$117.18	+83.7%	COM	14149Y108
TRGP	TARGA RES CORP	38,271	$9.598M	0.0%	$165.56	+21.8%	COM	87612G101
AFL	AFLAC INC	86,837	$9.528M	0.0%	$46.11	+141.2%	COM	001055102
ADSK	AUTODESK INC	39,490	$9.454M	0.0%	$252.08	+0.7%	COM	052769106
AJG	GALLAGHER ARTHUR J & CO	43,626	$9.449M	0.0%	$182.88	+31.5%	COM	363576109
DELL	DELL TECHNOLOGIES INC	57,241	$9.397M	0.0%	$108.57	+9.6%	CL C	24703L202
IDXX	IDEXX LABS INC	16,699	$9.381M	0.0%	$552.10	+21.4%	COM	45168D104
DASH	DOORDASH INC	62,171	$9.333M	0.0%	$101.02	+94.7%	CL A	25809K105
NXPI	NXP SEMICONDUCTORS N V	47,226	$9.297M	0.0%	$150.72	+55.5%	COM	N6596X109
RSG	REPUBLIC SVCS INC	42,418	$9.292M	0.0%	$140.39	+54.3%	COM	760759100
FTNT	FORTINET INC	113,687	$9.291M	0.0%	$69.20	+15.6%	COM	34959E109
ABNB	AIRBNB INC	73,230	$9.242M	0.0%	$147.12	-12.0%	COM CL A	009066101
BDX	BECTON DICKINSON & CO	58,516	$9.194M	0.0%	$222.84	-24.7%	COM	075887109
EA	ELECTRONIC ARTS INC	44,711	$9.111M	0.0%	$139.68	+45.0%	COM	285512109
PSA	PUBLIC STORAGE OPER CO	33,565	$9.094M	0.0%	$261.92	-1.3%	COM	74460D109
ODFL	OLD DOMINION FREIGHT LINE IN	46,079	$9M	0.0%	$172.49	+6.1%	COM	679580100
ALNY	ALNYLAM PHARMACEUTICALS INC	26,848	$8.879M	0.0%	$164.96	+114.2%	COM	02043Q107
ARGX	ARGENX SE	12,144	$8.872M	0.0%	$395.61	—	SPONSORED ADR	04016X101
JOBY	JOBY AVIATION INC	1,072,983	$8.868M	0.0%	$12.38	0.0%	COMMON STOCK	G65163100
GGAL	GRUPO FINANCIERO GALICIA S.A	189,544	$8.857M	0.0%	$53.88	—	SPONSORED ADR	399909100
HOOD	ROBINHOOD MKTS INC	126,305	$8.747M	0.0%	$59.80	+60.1%	COM CL A	770700102
VTR	VENTAS INC	106,727	$8.727M	0.0%	$47.34	+63.3%	COM	92276F100
SNOW	SNOWFLAKE INC	57,876	$8.725M	0.0%	$220.03	-11.6%	COM SHS	833445109
EBAY	EBAY INC.	94,425	$8.597M	0.0%	$55.31	+61.5%	COM	278642103
D	DOMINION ENERGY INC	138,840	$8.584M	0.0%	$53.48	+15.2%	COM	25746U109
DB	DEUTSCHE BK AG	288,107	$8.569M	0.0%	$9.95	+282.4%	NAMEN AKT	D18190898
AME	AMETEK INC	39,893	$8.549M	0.0%	$122.44	+82.3%	COM	031100100
CVNA	CARVANA CO	27,024	$8.498M	0.0%	$236.24	+72.9%	CL A	146869102
GM	GENERAL MTRS CO	113,841	$8.482M	0.0%	$35.00	+135.0%	COM	37045V100
ALL	ALLSTATE CORP	40,765	$8.454M	0.0%	$115.46	+75.8%	COM	020002101
SU	SUNCOR ENERGY INC NEW	127,297	$8.424M	0.0%	$33.60	+54.2%	COM	867224107
GWW	WW GRAINGER INC	7,553	$8.243M	0.0%	$523.48	+109.1%	COM	384802104
TGT	TARGET CORP	68,012	$8.236M	0.0%	$134.14	-18.6%	COM	87612E106
ROK	ROCKWELL AUTOMATION INC	22,812	$8.182M	0.0%	$252.87	+62.2%	COM	773903109
EXC	EXELON CORP	166,004	$8.138M	0.0%	$33.21	+35.9%	COM	30161N101
VST	VISTRA CORP	54,005	$8.117M	0.0%	$137.88	+18.4%	COM	92840M102
GRMN	GARMIN LTD	34,743	$8.063M	0.0%	$99.34	+115.9%	SHS	H2906T109
WCN	WASTE CONNECTIONS INC	49,543	$8.032M	0.0%	$129.74	+29.0%	COM	94106B101
KGC	KINROSS GOLD CORP	262,060	$7.989M	0.0%	$10.41	+224.6%	COM	496902404
HAL	HALLIBURTON CO	203,693	$7.943M	0.0%	$26.34	+27.3%	COM	406216101
PCAR	PACCAR INC	67,303	$7.772M	0.0%	$81.33	+51.2%	COM	693718108
APO	APOLLO GLOBAL MGMT INC	69,514	$7.745M	0.0%	$65.16	+104.8%	COM	03769M106
PYPL	PAYPAL HLDGS INC	170,530	$7.712M	0.0%	$202.07	-75.2%	COM	70450Y103
ETR	ENTERGY CORP NEW	67,974	$7.636M	0.0%	$55.88	+74.3%	COM	29364G103
MSCI	MSCI INC	13,876	$7.483M	0.0%	$523.14	+8.8%	COM	55354G100
ALC	ALCON AG	100,384	$7.443M	0.0%	$66.52	+21.0%	ORD SHS	H01301128
CMG	CHIPOTLE MEXICAN GRILL INC	232,285	$7.434M	0.0%	$60.72	-36.1%	COM	169656105
CCI	CROWN CASTLE INC	91,342	$7.425M	0.0%	$131.11	-32.3%	COM	22822V101
KR	KROGER CO	102,241	$7.397M	0.0%	$35.71	+80.9%	COM	501044101
AIG	AMERICAN INTL GROUP INC	98,122	$7.382M	0.0%	$48.61	+57.0%	COM NEW	026874784
MMYT	MAKEMYTRIP LIMITED MAURITIUS	196,375	$7.332M	0.0%	$96.33	-31.9%	SHS	V5633W109
EWY	ISHARES INC	59,152	$7.269M	0.0%	$56.84	—	MSCI STH KOR ETF	464286772
MCHP	MICROCHIP TECHNOLOGY INC.	112,406	$7.263M	0.0%	$65.93	+14.9%	COM	595017104
URI	UNITED RENTALS INC	9,939	$7.236M	0.0%	$382.04	+131.1%	COM	911363109
FER	FERROVIAL SE	112,797	$7.226M	0.0%	$37.67	+84.5%	ORD SHS	N3168P101
VMC	VULCAN MATLS CO	26,070	$7.1M	0.0%	$240.63	+27.5%	COM	929160109
XEL	XCEL ENERGY INC	89,103	$7.078M	0.0%	$58.67	+31.5%	COM	98389B100
ROP	ROPER TECHNOLOGIES INC	19,935	$7.052M	0.0%	$439.05	-13.9%	COM	776696106
AMP	AMERIPRISE FINL INC	15,864	$7.048M	0.0%	$236.77	+111.3%	COM	03076C106
ED	CONSOLIDATED EDISON INC	62,176	$7.036M	0.0%	$70.32	+49.8%	COM	209115104
CLS	CELESTICA INC	24,966	$7.022M	0.0%	$106.30	+183.1%	COM	15101Q207
STT	STATE STR CORP	55,308	$7M	0.0%	$71.23	+82.9%	COM	857477103
HSY	HERSHEY CO	33,490	$6.961M	0.0%	$163.09	+25.5%	COM	427866108
PEG	PUBLIC SVC ENTERPRISE GROUP	85,061	$6.887M	0.0%	$66.19	+23.2%	COM	744573106
DHI	D R HORTON INC	50,099	$6.872M	0.0%	$76.94	+102.7%	COM	23331A109
EMR	EMERSON ELEC CO	52,349	$6.861M	0.0%	$111.95	+32.6%	COM	291011104
CBRE	CBRE GROUP INC	50,528	$6.846M	0.0%	$123.63	+30.6%	CL A	12504L109
AWK	AMERICAN WTR WKS CO INC NEW	50,200	$6.829M	0.0%	$127.93	+0.7%	COM	030420103
KVUE	KENVUE INC	395,958	$6.824M	0.0%	$20.09	-12.0%	COM	49177J102
BIIB	BIOGEN INC	37,217	$6.822M	0.0%	$261.53	-29.9%	COM	09062X103
IRM	IRON MTN INC DEL	66,744	$6.819M	0.0%	$43.03	+93.5%	COM	46284V101
RMD	RESMED INC	30,319	$6.806M	0.0%	$219.83	+16.4%	COM	761152107
SYY	SYSCO CORP	95,417	$6.806M	0.0%	$62.83	+30.9%	COM	871829107
WAT	WATERS CORP	22,657	$6.749M	0.0%	$328.50	+11.8%	COM	941848103
PCG	PG&E CORP	381,865	$6.704M	0.0%	$12.53	+30.7%	COM	69331C108
GEHC	GE HEALTHCARE TECHNOLOGIES I	94,140	$6.699M	0.0%	$80.86	+1.7%	COMMON STOCK	36266G107
KDP	KEURIG DR PEPPER INC	253,381	$6.668M	0.0%	$31.32	-9.6%	COM	49271V100
DDOG	DATADOG INC	56,158	$6.629M	0.0%	$108.60	+14.1%	CL A COM	23804L103
NDAQ	NASDAQ INC	77,510	$6.581M	0.0%	$58.23	+57.5%	COM	631103108
JCI	JOHNSON CONTROLS INTERNATION	49,738	$6.513M	0.0%	$70.44	+79.0%	SHS	G51502105
DAL	DELTA AIR LINES INC	97,822	$6.507M	0.0%	$38.08	+83.4%	COM NEW	247361702
CPRT	COPART INC	195,364	$6.483M	0.0%	$39.79	-1.6%	COM	217204106
A	AGILENT TECHNOLOGIES INC	56,851	$6.481M	0.0%	$131.53	+2.5%	COM	00846U101
HIG	HARTFORD INSURANCE GROUP INC	47,513	$6.426M	0.0%	$71.58	+91.0%	COM	416515104
VICI	VICI PPTYS INC	232,767	$6.363M	0.0%	$27.10	+3.9%	COM	925652109
TTWO	TAKE-TWO INTERACTIVE SOFTWAR	32,211	$6.36M	0.0%	$132.67	+69.6%	COM	874054109
EXR	EXTRA SPACE STORAGE INC	48,022	$6.297M	0.0%	$141.82	-7.6%	COM	30225T102
DUOL	DUOLINGO INC	63,429	$6.252M	0.0%	$137.87	0.0%	CL A COM	26603R106
MLM	MARTIN MARIETTA MATLS INC	10,605	$6.246M	0.0%	$362.54	+82.3%	COM	573284106
EIX	EDISON INTL	85,116	$6.23M	0.0%	$51.51	+25.5%	COM	281020107
MET	METLIFE INC	87,145	$6.162M	0.0%	$57.02	+35.8%	COM	59156R108
AVB	AVALONBAY CMNTYS INC	37,502	$6.124M	0.0%	$185.74	-2.8%	COM	053484101
ACGL	ARCH CAP GROUP LTD	63,741	$6.119M	0.0%	$46.21	+107.5%	ORD	G0450A105
COIN	COINBASE GLOBAL INC	34,685	$6.056M	0.0%	$184.97	+8.4%	COM CL A	19260Q107
PAAS	PAN AMERN SILVER CORP	110,006	$6.006M	0.0%	$23.38	+149.8%	COM	697900108
CTSH	COGNIZANT TECHNOLOGY SOLUTIO	97,536	$5.981M	0.0%	$60.20	+27.6%	CL A	192446102
MTD	METTLER TOLEDO INTERNATIONAL	4,730	$5.969M	0.0%	$1313.53	+7.6%	COM	592688105
WAB	WABTEC	23,748	$5.932M	0.0%	$113.90	+109.8%	COM	929740108
KMB	KIMBERLY-CLARK CORP	61,454	$5.929M	0.0%	$104.60	-1.4%	COM	494368103
XYZ	BLOCK INC	98,524	$5.929M	0.0%	$140.86	-57.2%	CL A	852234103
RPRX	ROYALTY PHARMA PLC	122,359	$5.87M	0.0%	$35.78	+18.2%	SHS CLASS A	G7709Q104
EQR	EQUITY RESIDENTIAL	99,004	$5.858M	0.0%	$64.33	-3.6%	SH BEN INT	29476L107
HPE	HEWLETT PACKARD ENTERPRISE C	245,351	$5.845M	0.0%	$17.47	+26.3%	COM	42824C109
CBOE	CBOE GLOBAL MKTS INC	20,810	$5.84M	0.0%	$144.89	+87.7%	COM	12503M108
PAYX	PAYCHEX INC	63,290	$5.827M	0.0%	$91.76	+11.1%	COM	704326107
IQV	IQVIA HLDGS INC	34,025	$5.802M	0.0%	$147.23	+42.7%	COM	46266C105
ULTA	ULTA BEAUTY INC	11,042	$5.77M	0.0%	$498.93	+34.3%	COM	90384S303
DG	DOLLAR GEN CORP	48,569	$5.766M	0.0%	$80.68	+83.1%	COM	256677105
PRU	PRUDENTIAL FINL INC	59,020	$5.765M	0.0%	$77.78	+38.1%	COM	744320102
MSTR	STRATEGY INC	45,516	$5.685M	0.0%	$348.74	-57.9%	CL A NEW	594972408
CHD	CHURCH & DWIGHT CO INC	60,245	$5.624M	0.0%	$85.23	+11.2%	COM	171340102
FANG	DIAMONDBACK ENERGY INC	28,190	$5.575M	0.0%	$153.86	+3.9%	COM	25278X109
STZ	CONSTELLATION BRANDS INC	36,635	$5.495M	0.0%	$183.55	-15.0%	CL A	21036P108
FISV	FISERV INC	98,137	$5.476M	0.0%	$111.35	-42.6%	COM	337738108
CCL	CARNIVAL CORP	207,993	$5.385M	0.0%	$14.09	+120.1%	COMMON STOCK	143658300
ATO	ATMOS ENERGY CORP	29,136	$5.381M	0.0%	$113.79	+50.7%	COM	049560105
WDAY	WORKDAY INC	40,708	$5.288M	0.0%	$217.35	-20.6%	CL A	98138H101
STE	STERIS PLC	23,890	$5.282M	0.0%	$204.49	+24.9%	SHS USD	G8473T100
MTB	M & T BK CORP	25,529	$5.28M	0.0%	$134.19	+64.8%	COM	55261F104
IBKR	INTERACTIVE BROKERS GROUP IN	78,392	$5.256M	0.0%	$40.87	+80.1%	COM CL A	45841N107
WEC	WEC ENERGY GROUP INC	44,999	$5.209M	0.0%	$95.83	+14.7%	COM	92939U106
EXPE	EXPEDIA GROUP INC	22,551	$5.204M	0.0%	$134.86	+87.9%	COM NEW	30212P303
NTRS	NORTHERN TR CORP	37,290	$5.203M	0.0%	$87.64	+67.6%	COM	665859104
ON	ON SEMICONDUCTOR CORP	83,797	$5.19M	0.0%	$73.03	-12.2%	COM	682189105
WTW	WILLIS TOWERS WATSON PLC LTD	17,692	$5.142M	0.0%	$220.31	+43.0%	SHS	G96629103
DTE	DTE ENERGY CO	34,925	$5.106M	0.0%	$95.08	+43.9%	COM	233331107
ZBH	ZIMMER BIOMET HOLDINGS INC	56,444	$5.105M	0.0%	$119.36	-23.2%	COM	98956P102
NTAP	NETAPP INC	49,711	$5.09M	0.0%	$68.43	+48.9%	COM	64110D104
UAL	UNITED AIRLS HLDGS INC	54,745	$5.041M	0.0%	$47.46	+135.3%	COM	910047109
AMRZ	AMRIZE LTD	92,133	$5.018M	0.0%	$50.93	+12.1%	SHS	H2927K103
PBA	PEMBINA PIPELINE CORP	110,640	$4.959M	0.0%	$33.52	+22.3%	COM	706327103
PHM	PULTE GROUP INC	41,555	$4.889M	0.0%	$66.56	+97.4%	COM	745867101
SBAC	SBA COMMUNICATIONS CORP	28,390	$4.888M	0.0%	$215.45	-10.7%	CL A	78410G104
AEE	AMEREN CORP	44,173	$4.855M	0.0%	$86.31	+21.2%	COM	023608102
VEEV	VEEVA SYS INC	27,553	$4.84M	0.0%	$255.71	-20.2%	CL A COM	922475108
WST	WEST PHARMACEUTICAL SVSC INC	19,207	$4.817M	0.0%	$366.08	-31.2%	COM	955306105
RJF	RAYMOND JAMES FINL INC	33,147	$4.799M	0.0%	$95.18	+73.8%	COM	754730109
FTV	FORTIVE CORP	86,500	$4.782M	0.0%	$55.78	+0.7%	COM	34959J108
CCEP	COCA-COLA EUROPACIFIC PARTNE	52,676	$4.774M	0.0%	$54.03	+75.2%	SHS	G25839104
FICO	FAIR ISAAC CORP	4,449	$4.749M	0.0%	$928.02	+58.1%	COM	303250104
ESS	ESSEX PPTY TR INC	19,504	$4.722M	0.0%	$257.03	-0.1%	COM	297178105
SYF	SYNCHRONY FINANCIAL	69,382	$4.72M	0.0%	$34.99	+118.0%	COM	87165B103
F	FORD MTR CO	408,172	$4.7M	0.0%	$8.74	+57.3%	COM	345370860
Q	QNITY ELECTRONICS INC	40,683	$4.697M	0.0%	$84.91	+19.2%	COMMON STOCK	74743L100
BR	BROADRIDGE FINL SOLUTIONS IN	28,820	$4.682M	0.0%	$169.17	+16.9%	COM	11133T103
SLF	SUN LIFE FINANCIAL INC.	74,441	$4.669M	0.0%	$47.98	+33.8%	COM	866796105
FITB	FIFTH THIRD BANCORP	100,184	$4.654M	0.0%	$27.90	+83.8%	COM	316773100
FIS	FIDELITY NATL INFORMATION SV	98,220	$4.609M	0.0%	$103.06	-45.3%	COM	31620M106
ARM	ARM HOLDINGS PLC	30,229	$4.57M	0.0%	$143.68	—	SPONSORED ADS	042068205
LULU	LULULEMON ATHLETICA INC	29,789	$4.558M	0.0%	$293.12	-35.6%	COM	550021109
CNP	CENTERPOINT ENERGY INC	105,595	$4.558M	0.0%	$26.19	+52.7%	COM	15189T107
NVR	NVR INC	682	$4.49M	0.0%	$5126.44	+48.7%	COM	62944T105
LEN	LENNAR CORP	51,590	$4.48M	0.0%	$79.71	+43.6%	CL A	526057104
CINF	CINCINNATI FINL CORP	28,261	$4.446M	0.0%	$113.88	+43.0%	COM	172062101
DOV	DOVER CORP	21,300	$4.442M	0.0%	$149.88	+43.2%	COM	260003108
ZM	ZOOM COMMUNICATIONS INC	54,871	$4.413M	0.0%	$229.70	-61.7%	CL A	98980L101
AGI	ALAMOS GOLD INC	99,031	$4.408M	0.0%	$27.60	+54.1%	COM CL A	011532108
PKG	PACKAGING CORP AMER	20,667	$4.386M	0.0%	$128.30	+76.4%	COM	695156109
SNA	SNAP ON INC	12,064	$4.381M	0.0%	$262.39	+41.5%	COM	833034101
PPG	PPG INDS INC	40,620	$4.344M	0.0%	$104.80	+11.5%	COM	693506107
VRSN	VERISIGN INC	17,455	$4.337M	0.0%	$217.22	+8.4%	COM	92343E102
INVH	INVITATION HOMES INC	173,892	$4.322M	0.0%	$31.94	-13.2%	COM	46187W107
LYV	LIVE NATION ENTERTAINMENT IN	28,256	$4.311M	0.0%	$93.99	+57.8%	COM	538034109
MKL	MARKEL GROUP INC	2,248	$4.3M	0.0%	$1386.89	+49.8%	COM	570535104
DRI	DARDEN RESTAURANTS INC	21,460	$4.207M	0.0%	$132.27	+56.8%	COM	237194105
ES	EVERSOURCE ENERGY	60,510	$4.192M	0.0%	$67.05	+4.6%	COM	30040W108
SUNB	SUNBELT RENTALS HOLDINGS INC	66,618	$4.18M	0.0%	$62.75	—	SHS	866966104
CPAY	CORPAY INC	14,169	$4.126M	0.0%	$288.22	+13.6%	COM SHS	219948106
BCE	BCE INC	156,806	$3.954M	0.0%	$33.61	-25.6%	COM NEW	05534B760
EL	LAUDER ESTEE COS INC	54,655	$3.921M	0.0%	$187.65	-40.4%	CL A	518439104
HBAN	HUNTINGTON BANCSHARES INC	250,575	$3.92M	0.0%	$11.21	+59.5%	COM	446150104
EFX	EQUIFAX INC	21,692	$3.905M	0.0%	$233.76	-12.6%	COM	294429105
MDB	MONGODB INC	15,918	$3.893M	0.0%	$314.58	+19.6%	CL A	60937P106
PPL	PPL CORP	100,332	$3.832M	0.0%	$32.93	+10.0%	COM	69351T106
FE	FIRSTENERGY CORP	74,010	$3.751M	0.0%	$35.90	+31.2%	COM	337932107
DGX	QUEST DIAGNOSTICS INC	19,068	$3.737M	0.0%	$118.91	+60.3%	COM	74834L100
DD	DUPONT DE NEMOURS INC	81,366	$3.727M	0.0%	$20.92	+120.5%	COM	26614N102
L	LOEWS CORP	34,660	$3.7M	0.0%	$62.46	+70.4%	COM	540424108
TROW	PRICE T ROWE GROUP INC	40,397	$3.642M	0.0%	$136.20	-25.7%	COM	74144T108
MKC	MCCORMICK & CO INC	71,571	$3.61M	0.0%	$74.78	-10.8%	COM NON VTG	579780206
TSCO	TRACTOR SUPPLY CO	79,391	$3.597M	0.0%	$49.70	+6.1%	COM	892356106
LH	LABCORP HOLDINGS INC	13,440	$3.586M	0.0%	$200.14	+35.4%	COM SHS	504922105
GIS	GENERAL MILLS INC	96,202	$3.582M	0.0%	$48.67	-6.6%	COM	370334104
WY	WEYERHAEUSER CO	145,267	$3.55M	0.0%	$27.02	-11.9%	COM NEW	962166104
WRB	BERKLEY W R CORP	52,990	$3.512M	0.0%	$45.99	+51.0%	COM	084423102
TU	TELUS CORPORATION	268,186	$3.447M	0.0%	$19.52	-30.0%	COM	87971M103
KHC	KRAFT HEINZ CO	152,980	$3.44M	0.0%	$28.76	-16.8%	COM	500754106
LUV	SOUTHWEST AIRLS CO	90,334	$3.395M	0.0%	$37.18	+27.3%	COM	844741108
OXY	OCCIDENTAL PETE CORP	52,233	$3.394M	0.0%	$48.67	-6.7%	COM	674599105
GPC	GENUINE PARTS CO	31,728	$3.354M	0.0%	$113.96	+17.2%	COM	372460105
NTR	NUTRIEN LTD	44,437	$3.35M	0.0%	$51.94	+31.1%	COM	67077M108
NBIS	NEBIUS GROUP N.V.	32,015	$3.321M	0.0%	$103.42	-6.8%	SHS CLASS A	N97284108
FOXA	FOX CORP	56,080	$3.274M	0.0%	$40.40	+66.3%	CL A COM	35137L105
GPN	GLOBAL PMTS INC	48,642	$3.274M	0.0%	$141.22	-47.0%	COM	37940X102
LDOS	LEIDOS HOLDINGS INC	20,877	$3.247M	0.0%	$164.34	+13.2%	COM	525327102
CFG	CITIZENS FINL GROUP INC	54,006	$3.238M	0.0%	$33.62	+87.7%	COM	174610105
TRMB	TRIMBLE INC	49,470	$3.227M	0.0%	$68.17	+4.2%	COM	896239100
LVS	LAS VEGAS SANDS CORP	59,736	$3.218M	0.0%	$43.30	+34.8%	COM	517834107
HPQ	HP INC	165,566	$3.181M	0.0%	$21.67	-8.8%	COM	40434L105
SSNC	SS&C TECH HLDGS	46,636	$3.151M	0.0%	$67.66	+18.3%	COM	78467J100
CHTR	CHARTER COMMUNICATIONS INC	14,578	$3.146M	0.0%	$691.43	-69.1%	CL A	16119P108
CSGP	COSTAR GROUP INC	78,020	$3.145M	0.0%	$82.74	-31.2%	COM	22160N109
CMS	CMS ENERGY CORP	39,209	$3.042M	0.0%	$64.05	+12.7%	COM	125896100
CNC	CENTENE CORP DEL	92,478	$3.027M	0.0%	$66.75	-35.1%	COM	15135B101
CDW	CDW CORP	24,527	$2.969M	0.0%	$156.79	-17.1%	COM	12514G108
FLUT	FLUTTER ENTMT PLC	28,771	$2.934M	0.0%	$252.46	-34.1%	SHS	G3643J108
PFG	PRINCIPAL FINANCIAL GROUP IN	31,992	$2.883M	0.0%	$55.11	+68.1%	COM	74251V102
DLTR	DOLLAR TREE INC	26,297	$2.879M	0.0%	$75.19	+70.8%	COM	256746108
BNTX	BIONTECH SE	32,577	$2.854M	0.0%	$109.43	—	SPONSORED ADS	09075V102
TFII	TRANSFORCE INC	26,114	$2.834M	0.0%	$104.20	+9.4%	COM	87241L109
RF	REGIONS FINANCIAL CORP NEW	106,659	$2.786M	0.0%	$16.80	+72.5%	COM	7591EP100
SMCI	SUPER MICRO COMPUTER INC	121,997	$2.778M	0.0%	$36.10	-13.8%	COM NEW	86800U302
BAM	BROOKFIELD ASSET MANAGMT LTD	61,561	$2.731M	0.0%	$37.60	+36.8%	CL A LMT VTG SHS	113004105
IMO	IMPERIAL OIL LTD	20,908	$2.707M	0.0%	$70.33	+49.2%	COM NEW	453038408
ZS	ZSCALER INC	19,127	$2.683M	0.0%	$170.08	+13.7%	COM	98980G102
GIB	CGI INC	35,823	$2.615M	0.0%	$77.21	+8.7%	CL A SUB VTG	12532H104
KEY	KEYCORP	128,284	$2.573M	0.0%	$14.10	+53.7%	COM	493267108
IT	GARTNER INC	15,989	$2.531M	0.0%	$260.97	-24.1%	COM	366651107
HUBS	HUBSPOT INC	10,364	$2.53M	0.0%	$556.18	-47.6%	COM	443573100
IP	INTERNATIONAL PAPER CO	70,599	$2.511M	0.0%	$46.96	-6.7%	COM	460146103
NUE	NUCOR CORP	14,727	$2.491M	0.0%	$101.25	+76.3%	COM	670346105
ARES	ARES MANAGEMENT CORPORATION	22,347	$2.437M	0.0%	$123.27	+20.5%	CL A COM STK	03990B101
RKT	ROCKET COS INC	169,845	$2.423M	0.0%	$16.36	+23.1%	COM CL A	77311W101
GRAB	GRAB HOLDINGS LIMITED	659,368	$2.41M	0.0%	$4.55	-1.3%	CLASS A ORD	G4124C109
GEN	GEN DIGITAL INC	127,407	$2.397M	0.0%	$21.60	+12.9%	COM	668771108
TRI	THOMSON REUTERS CORP	26,598	$2.386M	0.0%	$124.66	-14.1%	COM	884903808
GFL	GFL ENVIRONMENTAL INC	56,297	$2.338M	0.0%	$33.73	+27.2%	SUB VTG SHS	36168Q104
CHKP	CHECK POINT SOFTWARE TECH LT	16,233	$2.317M	0.0%	$139.56	+26.4%	ORD	M22465104
PINS	PINTEREST INC	122,270	$2.245M	0.0%	$56.33	-60.5%	CL A	72352L106
RCI	ROGERS COMMUNICATIONS INC	57,460	$2.202M	0.0%	$50.25	-25.7%	CL B	775109200
EG	EVEREST GROUP LTD	6,712	$2.195M	0.0%	$310.66	+6.6%	COM	G3223R108
DOX	AMDOCS LTD	33,558	$2.19M	0.0%	$76.87	+0.2%	SHS	G02602103
GIL	GILDAN ACTIVEWEAR INC	39,248	$2.178M	0.0%	$39.30	+71.5%	COM	375916103
QSR	RESTAURANT BRANDS INTL INC	29,214	$2.157M	0.0%	$60.74	+12.6%	COM	76131D103
BKR	BAKER HUGHES COMPANY	35,315	$2.156M	0.0%	$39.41	+42.3%	CL A	05722G100
DVN	DEVON ENERGY CORP NEW	42,786	$2.152M	0.0%	$42.60	-5.5%	COM	25179M103
HUM	HUMANA INC	12,318	$2.137M	0.0%	$376.24	-40.6%	COM	444859102
SOLS	SOLSTICE ADVANCED MATLS INC	27,301	$2.08M	0.0%	$47.08	+38.5%	COM SHS	83443Q103
FSV	FIRSTSERVICE CORP NEW	14,890	$2.047M	0.0%	$150.76	+4.5%	COM	33767E202
AER	AERCAP HOLDINGS NV	14,637	$2.008M	0.0%	$71.10	+105.1%	SHS	N00985106
TTD	THE TRADE DESK INC	86,800	$1.97M	0.0%	$63.55	-50.9%	COM CL A	88339J105
GFS	GLOBALFOUNDRIES INC	43,170	$1.921M	0.0%	$50.70	-14.0%	ORDINARY SHARES	G39387108
GLBE	GLOBAL E ONLINE LTD	60,883	$1.877M	0.0%	$43.33	-16.4%	SHS	M5216V106
FUTU	FUTU HLDGS LTD	13,631	$1.865M	0.0%	$37.59	—	SPON ADS CL A	36118L106
VLO	VALERO ENERGY CORP	7,512	$1.856M	0.0%	$97.61	+94.7%	COM	91913Y100
MPC	MARATHON PETE CORP	7,466	$1.824M	0.0%	$57.16	+223.1%	COM	56585A102
DKNG	DRAFTKINGS INC NEW	80,936	$1.749M	0.0%	$36.12	-19.9%	COM CL A	26142V105
EMA	EMERA INC	30,928	$1.599M	0.0%	$43.35	+14.8%	COM	290876101
LNT	ALLIANT ENERGY CORP	22,037	$1.582M	0.0%	$60.10	+12.5%	COM	018802108
ICLR	ICON PLC	14,015	$1.551M	0.0%	$299.30	-47.8%	SHS	G4705A100
STN	STANTEC INC	17,969	$1.542M	0.0%	$80.14	—	COM	85472N109
XYL	XYLEM INC	11,933	$1.426M	0.0%	$115.08	+18.6%	COM	98419M100
MICC	MAGNUM ICE CREAM CO NV	79,526	$1.166M	0.0%	$15.68	+7.2%	ORD SHS	N5505D105
WIX	WIX COM LTD	12,902	$1.162M	0.0%	$110.55	-26.3%	SHS	M98068105
OTEX	OPEN TEXT CORP	49,806	$1.107M	0.0%	$39.58	-30.5%	COM	683715106
CARR	CARRIER GLOBAL CORPORATION	18,875	$1.063M	0.0%	$58.05	+2.8%	COM	14448C104
WMG	WARNER MUSIC GROUP CORP	36,624	$936K	0.0%	$30.60	-3.5%	COM CL A	934550203
VSNT	VERSANT MEDIA GROUP INC	24,222	$897K	0.0%	$32.14	0.0%	COM CL A	925283103
FOX	FOX CORP	16,587	$880K	0.0%	$58.43	+4.0%	CL B COM	35137L204
CVE	CENOVUS ENERGY INC	32,253	$856K	0.0%	$19.61	0.0%	COM	15135U109
LEN/B	LENNAR CORP	9,394	$791K	0.0%	$87.24	+21.4%	CL B	526057302
CLBT	CELLEBRITE DI LTD	54,141	$746K	0.0%	$18.56	-16.2%	ORDINARY SHARES	M2197Q107
MNDY	MONDAY COM LTD	9,509	$657K	0.0%	$249.33	-56.1%	SHS	M7S64H106
FRO	FRONTLINE PLC	17,659	$620K	0.0%	$15.82	+79.3%	COM	M46528101
TECK	TECK RESOURCES LTD	11,717	$606K	0.0%	$36.12	+52.2%	CL B	878742204
GEV	GE VERNOVA INC	689	$601K	0.0%	$311.89	+136.3%	COM	36828A101
HAFN	HAFNIA LTD	74,826	$576K	0.0%	$5.50	+13.0%	SHS	Y2990R101
CMI	CUMMINS INC	532	$286K	0.0%	$380.68	+51.2%	COM	231021106
ADM	ARCHER DANIELS MIDLAND CO	3,655	$266K	0.0%	$57.76	+13.6%	COM	039483102
RBA	RB GLOBAL INC	2,696	$259K	0.0%	$109.96	0.0%	COM	74935Q107
MGA	MAGNA INTL INC	4,588	$254K	0.0%	$57.24	0.0%	COM	559222401
IR	INGERSOLL RAND INC	2,914	$233K	0.0%	$59.06	+53.1%	COM	45687V106
ODD	ODDITY TECH LTD	14,633	$196K	0.0%	$58.48	-45.1%	SHS CL A	M7518J104