Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
XOM	EXXON MOBIL CORP	538,567	$62.6M	1.7%	$116.24 *	$90.21	+21.3%	COM	30231G102
NUE	NUCOR CORP	304,604	$60.28M	1.6%	$197.90 *	$142.34	+35.2%	COM	670346105
CB	CHUBB LIMITED	220,418	$57.12M	1.5%	$259.13	$209.20	+21.8%	COM	H1467J104
AFL	AFLAC INC	641,956	$55.12M	1.5%	$85.86 *	$66.21	+25.0%	COM	001055102
TGT	TARGET CORP	265,182	$46.99M	1.2%	$177.21 *	$130.01	+27.7%	COM	87612E106
CAT	CATERPILLAR INC	127,718	$46.8M	1.2%	$366.43 *	$236.84	+50.7%	COM	149123101
IBM	INTERNATIONAL BUSINESS MACHS	233,841	$44.65M	1.2%	$190.96 *	$129.46	+40.0%	COM	459200101
PNR	PENTAIR PLC	521,716	$44.58M	1.2%	$85.44	$60.83	+37.9%	SHS	G7S00T104
LOW	LOWES COS INC	174,685	$44.5M	1.2%	$254.73 *	$200.04	+23.1%	COM	548661107
EMR	EMERSON ELEC CO	391,988	$44.46M	1.2%	$113.42 *	$88.91	+23.7%	COM	291011104
DOV	DOVER CORP	249,705	$44.25M	1.2%	$177.19	$140.80	+23.4%	COM	260003108
LIN	LINDE PLC	95,040	$44.13M	1.2%	$464.32 *	$368.07	+23.3%	SHS	G54950103
ADM	ARCHER DANIELS MIDLAND CO	700,740	$44.01M	1.2%	$62.81 *	$65.60	-10.2%	COM	039483102
MKC	MCCORMICK & CO INC	568,445	$43.66M	1.2%	$76.81 *	$70.51	+3.8%	COM NON VTG	579780206
CVX	CHEVRON CORP NEW	274,799	$43.35M	1.2%	$157.74 *	$131.68	+11.0%	COM	166764100
ECL	ECOLAB INC	187,422	$43.27M	1.1%	$230.89	$181.79	+24.8%	COM	278865100
GWW	GRAINGER W W INC	42,033	$42.76M	1.1%	$1017.30	$614.52	+63.1%	COM	384802104
HRL	HORMEL FOODS CORP	1,221,147	$42.61M	1.1%	$34.89 *	$33.69	-3.2%	COM	440452100
ABBV	ABBVIE INC	232,358	$42.31M	1.1%	$182.10 *	$129.61	+32.2%	COM	00287Y109
WST	WEST PHARMACEUTICAL SVSC INC	106,717	$42.23M	1.1%	$395.71	$352.93	+11.6%	COM	955306105
SHW	SHERWIN WILLIAMS CO	121,316	$42.14M	1.1%	$347.33	$260.94	+31.1%	COM	824348106
CTAS	CINTAS CORP	61,241	$42.07M	1.1%	$687.03 *	$115.89	+46.2%	COM	172908105
WMT	WALMART INC	697,158	$41.95M	1.1%	$60.17	$54.26	+8.9%	COM	931142103
CL	COLGATE PALMOLIVE CO	465,464	$41.91M	1.1%	$90.05 *	$73.55	+17.7%	COM	194162103
AOS	SMITH A O CORP	467,284	$41.8M	1.1%	$89.46 *	$66.78	+29.7%	COM	831865209
FAST	FASTENAL CO	536,312	$41.37M	1.1%	$77.14 *	$33.99	+9.3%	COM	311900104
NEE	NEXTERA ENERGY INC	647,320	$41.37M	1.1%	$63.91 *	$60.38	+0.6%	COM	65339F101
CLX	CLOROX CO DEL	270,050	$41.35M	1.1%	$153.11 *	$137.16	+5.0%	COM	189054109
CINF	CINCINNATI FINL CORP	332,187	$41.25M	1.1%	$124.17 *	$98.21	+21.3%	COM	172062101
BRO	BROWN & BROWN INC	470,414	$41.18M	1.1%	$87.54	$69.08	+25.4%	COM	115236101
KMB	KIMBERLY-CLARK CORP	315,655	$40.83M	1.1%	$129.35 *	$114.95	+5.3%	COM	494368103
KO	COCA COLA CO	665,424	$40.71M	1.1%	$61.18 *	$53.85	+7.9%	COM	191216100
GPC	GENUINE PARTS CO	261,521	$40.52M	1.1%	$154.93 *	$131.60	+11.5%	COM	372460105
CHD	CHURCH & DWIGHT CO INC	387,699	$40.44M	1.1%	$104.31 *	$92.47	+10.5%	COM	171340102
SYY	SYSCO CORP	496,859	$40.34M	1.1%	$81.18 *	$68.18	+12.7%	COM	871829107
NDSN	NORDSON CORP	146,871	$40.32M	1.1%	$274.54 *	$229.32	+16.9%	COM	655663102
TROW	PRICE T ROWE GROUP INC	330,114	$40.25M	1.1%	$121.92 *	$103.18	+8.6%	COM	74144T108
GD	GENERAL DYNAMICS CORP	142,211	$40.18M	1.1%	$282.51 *	$210.15	+29.8%	COM	369550108
PG	PROCTER AND GAMBLE CO	247,364	$40.13M	1.1%	$162.25 *	$140.50	+10.5%	COM	742718109
CAH	CARDINAL HEALTH INC	358,592	$40.13M	1.1%	$111.90 *	$77.30	+41.0%	COM	14149Y108
PEP	PEPSICO INC	226,590	$39.65M	1.1%	$175.01 *	$153.83	+6.8%	COM	713448108
BDX	BECTON DICKINSON & CO	160,117	$39.62M	1.1%	$247.45 *	$236.56	+1.1%	COM	075887109
JNJ	JOHNSON & JOHNSON	250,029	$39.55M	1.0%	$158.19 *	$147.65	+1.5%	COM	478160104
ATO	ATMOS ENERGY CORP	332,627	$39.54M	1.0%	$118.87 *	$103.48	+10.2%	COM	049560105
BEN	FRANKLIN RESOURCES INC	1,389,887	$39.07M	1.0%	$28.11 *	$22.78	+11.4%	COM	354613101
ABT	ABBOTT LABS	342,920	$38.98M	1.0%	$113.66 *	$100.93	+8.9%	COM	002824100
—	AMCOR PLC	4,079,426	$38.8M	1.0%	$9.51 *	$8.94	-0.1%	ORD	G0250X107
KVUE	KENVUE INC	1,807,133	$38.78M	1.0%	$21.46 *	$18.62	+7.5%	COM	49177J102
MDT	MEDTRONIC PLC	441,044	$38.44M	1.0%	$87.15 *	$80.81	+2.7%	SHS	G5960L103
ADP	AUTOMATIC DATA PROCESSING IN	153,789	$38.41M	1.0%	$249.73 *	$214.29	+12.2%	COM	053015103
ALB	ALBEMARLE CORP	291,455	$38.4M	1.0%	$131.74 *	$147.63	-13.6%	COM	012653101
ED	CONSOLIDATED EDISON INC	422,293	$38.35M	1.0%	$90.81 *	$79.75	+7.3%	COM	209115104
SWK	STANLEY BLACK & DECKER INC	390,782	$38.27M	1.0%	$97.93 *	$90.30	+0.9%	COM	854502101
ITW	ILLINOIS TOOL WKS INC	142,354	$38.2M	1.0%	$268.33 *	$220.44	+16.7%	COM	452308109
PPG	PPG INDS INC	262,106	$37.98M	1.0%	$144.90 *	$131.69	+5.5%	COM	693506107
ESS	ESSEX PPTY TR INC	154,928	$37.93M	1.0%	$244.81 *	$216.49	+6.2%	COM	297178105
ROP	ROPER TECHNOLOGIES INC	67,424	$37.81M	1.0%	$560.84	$474.82	+16.7%	COM	776696106
FRT	FEDERAL RLTY INVT TR NEW	360,992	$36.86M	1.0%	$102.12 *	$90.94	+4.1%	SH BEN INT NEW	313745101
MMM	3M CO	410,385	$36.56M	1.0%	$89.10 *	$85.38	+0.2%	COM	88579Y101
SJM	SMUCKER J M CO	289,502	$36.44M	1.0%	$125.87 *	$122.75	-4.2%	COM NEW	832696405
O	REALTY INCOME CORP	669,938	$36.24M	1.0%	$54.10 *	$49.39	-0.7%	COM	756109104
EXPD	EXPEDITORS INTL WASH INC	296,351	$36.03M	1.0%	$121.57 *	$111.54	+6.4%	COM	302130109
SPGI	S&P GLOBAL INC	83,446	$35.5M	0.9%	$425.45	$378.54	+10.9%	COM	78409V104
APD	AIR PRODS & CHEMS INC	145,603	$35.28M	0.9%	$242.27 *	$250.28	-7.5%	COM	009158106
MCD	MCDONALDS CORP	124,882	$35.21M	0.9%	$281.95 *	$252.16	+7.3%	COM	580135101
BF/B	BROWN FORMAN CORP	680,513	$35.13M	0.9%	$51.62 *	$58.53	-15.7%	CL B	115637209
CHRW	C H ROBINSON WORLDWIDE INC	435,599	$33.17M	0.9%	$76.14 *	$83.63	-12.6%	COM NEW	12541W209
MSFT	MICROSOFT CORP	54,892	$23.09M	0.6%	$420.73	$343.95	+20.7%	COM	594918104
AAPL	APPLE INC	128,275	$22M	0.6%	$171.48	$180.25	-5.6%	COM	037833100
CSCO	CISCO SYS INC	421,724	$21.05M	0.6%	$49.91 *	$47.35	-0.3%	COM	17275R102
WSM	WILLIAMS SONOMA INC	64,744	$20.56M	0.5%	$317.53 *	$112.92	+36.9%	COM	969904101
RF	REGIONS FINANCIAL CORP NEW	964,500	$20.29M	0.5%	$21.04 *	$16.68	+17.0%	COM	7591EP100
MGY	MAGNOLIA OIL & GAS CORP	770,001	$19.98M	0.5%	$25.95	$21.73	+19.4%	CL A	559663109
EQH	EQUITABLE HLDGS INC	521,406	$19.82M	0.5%	$38.01 *	$27.68	+32.2%	COM	29452E101
JXN	JACKSON FINANCIAL INC	298,928	$19.77M	0.5%	$66.14 *	$50.50	+23.3%	COM CL A	46817M107
STLD	STEEL DYNAMICS INC	133,215	$19.75M	0.5%	$148.23 *	$106.56	+35.6%	COM	858119100
RDN	RADIAN GROUP INC	585,886	$19.61M	0.5%	$33.47 *	$27.78	+14.4%	COM	750236101
MTG	MGIC INVT CORP WIS	875,203	$19.57M	0.5%	$22.36	$16.73	+33.6%	COM	552848103
EXE	CHESAPEAKE ENERGY CORP	220,082	$19.55M	0.5%	$88.83 *	$75.78	+11.2%	COM	165167735
SLM	SLM CORP	894,116	$19.48M	0.5%	$21.79	$19.87	+9.7%	COM	78442P106
FITB	FIFTH THIRD BANCORP	521,400	$19.4M	0.5%	$37.21 *	$32.36	+8.0%	COM	316773100
EWBC	EAST WEST BANCORP INC	244,120	$19.31M	0.5%	$79.11 *	$69.20	+8.6%	COM	27579R104
OMC	OMNICOM GROUP INC	199,210	$19.28M	0.5%	$96.76 *	$79.36	+14.9%	COM	681919106
JPM	JPMORGAN CHASE & CO	96,180	$19.26M	0.5%	$200.30 *	$141.95	+35.8%	COM	46625H100
LEN	LENNAR CORP	111,988	$19.26M	0.5%	$171.98 *	$116.02	+39.8%	CL A	526057104
COF	CAPITAL ONE FINL CORP	129,354	$19.26M	0.5%	$148.89 *	$107.83	+34.7%	COM	14040H105
BAC	BANK AMERICA CORP	504,823	$19.14M	0.5%	$37.92 *	$28.99	+25.6%	COM	060505104
RS	RELIANCE INC	57,248	$19.13M	0.5%	$334.18	$267.44	+25.0%	COM	759509102
—	DISCOVER FINL SVCS	145,824	$19.12M	0.5%	$131.09	$104.95	—	COM	254709108
—	LAM RESEARCH CORP	19,627	$19.07M	0.5%	$971.57	$682.38	—	COM	512807108
DHI	D R HORTON INC	115,591	$19.02M	0.5%	$164.55	$147.13	+9.8%	COM	23331A109
SYF	SYNCHRONY FINANCIAL	439,904	$18.97M	0.5%	$43.12 *	$32.02	+30.3%	COM	87165B103
QCOM	QUALCOMM INC	111,772	$18.92M	0.5%	$169.30 *	$147.25	+10.8%	COM	747525103
MLI	MUELLER INDS INC	350,589	$18.91M	0.5%	$53.93 *	$40.08	+31.8%	COM	624756102
GRMN	GARMIN LTD	126,563	$18.84M	0.5%	$148.86 *	$127.62	+13.4%	SHS	H2906T109
AMAT	APPLIED MATLS INC	91,224	$18.81M	0.5%	$206.23	$180.39	+12.5%	COM	038222105
SNA	SNAP ON INC	63,482	$18.8M	0.5%	$296.22 *	$252.92	+11.8%	COM	833034101
CRC	CALIFORNIA RES CORP	340,168	$18.74M	0.5%	$55.10 *	$49.20	+6.0%	COM STOCK	13057Q305
—	INTERPUBLIC GROUP COS INC	566,773	$18.49M	0.5%	$32.63 *	$30.37	+0.2%	COM	460690100
AXP	AMERICAN EXPRESS CO	81,182	$18.48M	0.5%	$227.69 *	$163.60	+36.2%	COM	025816109
MA	MASTERCARD INCORPORATED	38,320	$18.45M	0.5%	$481.56	$396.14	+20.4%	CL A	57636Q104
PCAR	PACCAR INC	148,885	$18.44M	0.5%	$123.89 *	$100.80	+15.4%	COM	693718108
CF	CF INDS HLDGS INC	220,179	$18.32M	0.5%	$83.21 *	$73.16	+9.0%	COM	125269100
ODFL	OLD DOMINION FREIGHT LINE IN	83,276	$18.26M	0.5%	$219.31	$206.08	+5.2%	COM	679580100
EOG	EOG RES INC	142,796	$18.26M	0.5%	$127.84 *	$110.37	+9.6%	COM	26875P101
HIG	HARTFORD FINL SVCS GROUP INC	176,985	$18.24M	0.5%	$103.05 *	$88.72	+12.8%	COM	416515104
KLAC	KLA CORP	26,006	$18.17M	0.5%	$698.57	$631.89	+8.9%	COM NEW	482480100
MTB	M & T BK CORP	124,770	$18.15M	0.5%	$145.44 *	$130.61	+5.6%	COM	55261F104
V	VISA INC	64,746	$18.07M	0.5%	$279.08	$240.40	+14.6%	COM CL A	92826C839
ELV	ELEVANCE HEALTH INC	34,833	$18.06M	0.5%	$518.53 *	$451.51	+11.5%	COM	036752103
CTSH	COGNIZANT TECHNOLOGY SOLUTIO	236,182	$17.31M	0.5%	$73.28 *	$66.31	+7.5%	CL A	192446102
NKE	NIKE INC	180,699	$16.98M	0.5%	$93.98 *	$97.82	-7.4%	CL B	654106103
ACN	ACCENTURE PLC IRELAND	48,025	$16.64M	0.4%	$346.58 *	$306.81	+10.0%	SHS CLASS A	G1151C101
NVDA	NVIDIA CORPORATION	3,536	$3.195M	0.1%	$903.56 *	$72.44	+24.7%	COM	67066G104
VZ	VERIZON COMMUNICATIONS INC	62,253	$2.612M	0.1%	$41.96 *	$33.52	+11.7%	COM	92343V104
AVGO	BROADCOM INC	1,916	$2.539M	0.1%	$1325.41 *	$110.80	+17.5%	COM	11135F101
AMZN	AMAZON COM INC	13,544	$2.443M	0.1%	$180.38	$166.93	+8.1%	COM	023135106
DOW	DOW INC	40,133	$2.325M	0.1%	$57.93 *	$47.66	+8.5%	COM	260557103
AMGN	AMGEN INC	6,917	$1.967M	0.1%	$284.32 *	$256.83	+4.9%	COM	031162100
—	WALGREENS BOOTS ALLIANCE INC	84,845	$1.84M	0.0%	$21.69	$28.46	—	COM	931427108
TXN	TEXAS INSTRS INC	10,206	$1.778M	0.0%	$174.17 *	$155.20	+6.5%	COM	882508104
META	META PLATFORMS INC	2,944	$1.43M	0.0%	$485.58	$443.21	+8.9%	CL A	30303M102
ORCL	ORACLE CORP	10,133	$1.273M	0.0%	$125.61	$110.83	+11.3%	COM	68389X105
BRK/B	BERKSHIRE HATHAWAY INC DEL	2,892	$1.216M	0.0%	$420.52	$393.34	+6.9%	CL B NEW	084670702
GOOGL	ALPHABET INC	7,706	$1.163M	0.0%	$150.93	$141.98	+5.5%	CAP STK CL A	02079K305
DELL	DELL TECHNOLOGIES INC	9,344	$1.066M	0.0%	$114.11 *	$90.57	+22.4%	CL C	24703L202
UNH	UNITEDHEALTH GROUP INC	2,153	$1.064M	0.0%	$494.39 *	$488.97	-2.4%	COM	91324P102
NTAP	NETAPP INC	9,686	$1.017M	0.0%	$104.97 *	$69.07	+46.3%	COM	64110D104
GOOG	ALPHABET INC	6,475	$986K	0.0%	$152.26	$143.27	+5.5%	CAP STK CL C	02079K107
PGR	PROGRESSIVE CORP	3,792	$983K	0.0%	$259.13 *	$170.60	+11.6%	COM	743315103
BCC	BOISE CASCADE CO DEL	6,325	$970K	0.0%	$153.37 *	$118.76	+22.6%	COM	09739D100
AMT	AMERICAN TOWER CORP NEW	4,880	$964K	0.0%	$197.59 *	$186.13	-0.8%	COM	03027X100
WGO	WINNEBAGO INDS INC	12,993	$961K	0.0%	$74.00	$67.01	+10.4%	COM	974637100
MTH	MERITAGE HOMES CORP	5,396	$947K	0.0%	$175.46 *	$80.90	+8.4%	COM	59001A102
CRBG	COREBRIDGE FINL INC	32,741	$941K	0.0%	$28.73 *	$23.23	+17.2%	COM	21871X109
CMA	COMERICA INC	16,957	$932K	0.0%	$54.99 *	$40.88	+24.0%	COM	200340107
NSP	INSPERITY INC	8,472	$929K	0.0%	$109.61 *	$99.54	+3.2%	COM	45778Q107
CCS	CENTURY CMNTYS INC	9,574	$924K	0.0%	$96.50 *	$80.50	+16.7%	COM	156504300
PHM	PULTE GROUP INC	7,617	$919K	0.0%	$120.62	$99.09	+20.2%	COM	745867101
—	CHAMPIONX CORPORATION	25,593	$919K	0.0%	$35.89	$35.89	—	COM	15872M104
ALLY	ALLY FINL INC	22,457	$912K	0.0%	$40.59 *	$31.71	+20.3%	COM	02005N100
CMC	COMMERCIAL METALS CO	15,477	$910K	0.0%	$58.77 *	$49.19	+16.8%	COM	201723103
AMR	ALPHA METALLURGICAL RESOUR I	2,744	$909K	0.0%	$331.17	$338.62	-2.2%	COM	020764106
CFG	CITIZENS FINL GROUP INC	25,029	$908K	0.0%	$36.29 *	$26.17	+29.4%	COM	174610105
TOL	TOLL BROTHERS INC	7,009	$907K	0.0%	$129.37	$100.40	+28.9%	COM	889478103
ZION	ZIONS BANCORPORATION N A	20,842	$905K	0.0%	$43.40	$39.90	+8.8%	COM	989701107
IBP	INSTALLED BLDG PRODS INC	3,496	$905K	0.0%	$258.73 *	$208.24	+21.5%	COM	45780R101
TEX	TEREX CORP NEW	13,986	$901K	0.0%	$64.40	$56.63	+13.7%	COM	880779103
EME	EMCOR GROUP INC	2,566	$899K	0.0%	$350.20	$267.38	+30.5%	COM	29084Q100
EBC	EASTERN BANKSHARES INC	65,042	$896K	0.0%	$13.78 *	$12.83	+2.0%	COM	27627N105
BPOP	POPULAR INC	10,164	$895K	0.0%	$88.09 *	$59.29	+41.7%	COM NEW	733174700
HBAN	HUNTINGTON BANCSHARES INC	64,129	$895K	0.0%	$13.95 *	$10.13	+28.4%	COM	446150104
MATX	MATSON INC	7,958	$894K	0.0%	$112.40 *	$104.80	+4.9%	COM	57686G105
ESNT	ESSENT GROUP LTD	15,021	$894K	0.0%	$59.51 *	$51.04	+13.7%	COM	G3198U102
ETD	ETHAN ALLEN INTERIORS INC	25,827	$893K	0.0%	$34.57 *	$26.46	+14.1%	COM	297602104
SM	SM ENERGY CO	17,889	$892K	0.0%	$49.85 *	$37.88	+24.7%	COM	78454L100
LSTR	LANDSTAR SYS INC	4,625	$892K	0.0%	$192.76	$193.00	—	COM	515098101
LLY	ELI LILLY & CO	1,142	$888K	0.0%	$777.96	$702.49	+9.4%	COM	532457108
CADE	CADENCE BANK	30,589	$887K	0.0%	$29.00 *	$25.24	+3.4%	COM	12740C103
WTFC	WINTRUST FINL CORP	8,494	$887K	0.0%	$104.39	$92.36	+13.0%	COM	97650W108
UFPI	UFP INDUSTRIES INC	7,204	$886K	0.0%	$123.01	$114.00	+7.9%	COM	90278Q108
DKS	DICKS SPORTING GOODS INC	3,940	$886K	0.0%	$224.86 *	$143.71	+50.6%	COM	253393102
FIX	COMFORT SYS USA INC	2,784	$885K	0.0%	$317.71	$253.75	+24.4%	COM	199908104
AGCO	AGCO CORP	7,180	$883K	0.0%	$123.02 *	$111.24	+5.7%	COM	001084102
KBH	KB HOME	12,457	$883K	0.0%	$70.88 *	$61.78	+11.2%	COM	48666K109
FBP	FIRST BANCORP P R	50,317	$883K	0.0%	$17.54 *	$15.17	+10.0%	COM NEW	318672706
ITT	ITT INC	6,478	$881K	0.0%	$136.03	$118.01	+15.3%	COM	45073V108
VOYA	VOYA FINANCIAL INC	11,921	$881K	0.0%	$73.92 *	$67.24	+5.3%	COM	929089100
WMS	ADVANCED DRAIN SYS INC DEL	5,115	$881K	0.0%	$172.24	$139.18	+22.7%	COM	00790R104
OZK	BANK OZK LITTLE ROCK ARK	19,358	$880K	0.0%	$45.46 *	$40.54	+3.9%	COM	06417N103
—	SYNOVUS FINL CORP	21,941	$879K	0.0%	$40.06	$39.40	—	COM NEW	87161C501
WHD	CACTUS INC	17,467	$875K	0.0%	$50.09	$44.66	+12.2%	CL A	127203107
RGA	REINSURANCE GRP OF AMERICA I	4,528	$873K	0.0%	$192.88	$174.46	+10.6%	COM NEW	759351604
SXC	SUNCOKE ENERGY INC	77,374	$872K	0.0%	$11.27	$10.80	+4.4%	COM	86722A103
MCRI	MONARCH CASINO & RESORT INC	11,625	$872K	0.0%	$74.99	$69.31	+8.2%	COM	609027107
BKE	BUCKLE INC	21,640	$871K	0.0%	$40.27 *	$32.14	+5.7%	COM	118440106
PHIN	PHINIA INC	22,603	$869K	0.0%	$38.43 *	$31.24	+18.5%	COMMON STOCK	71880K101
IBOC	INTERNATIONAL BANCSHARES COR	15,461	$868K	0.0%	$56.14 *	$48.57	+10.8%	COM	459044103
CR	CRANE COMPANY	6,411	$866K	0.0%	$135.13	$121.93	+9.8%	COMMON STOCK	224408104
WTTR	SELECT WATER SOLUTIONS INC	93,491	$863K	0.0%	$9.23	$9.23	—	CL A COM	81617J301
WLK	WESTLAKE CORPORATION	5,644	$862K	0.0%	$152.80 *	$131.24	+12.2%	COM	960413102
OC	OWENS CORNING NEW	5,170	$862K	0.0%	$166.80	$146.55	+13.8%	COM	690742101
AMKR	AMKOR TECHNOLOGY INC	26,743	$862K	0.0%	$32.24 *	$29.00	+7.1%	COM	031652100
TPL	TEXAS PACIFIC LAND CORPORATI	1,487	$860K	0.0%	$578.51 *	$169.01	+11.4%	COM	88262P102
J	JACOBS SOLUTIONS INC	5,591	$860K	0.0%	$153.73 *	$115.29	+8.6%	COM	46982L108
LECO	LINCOLN ELEC HLDGS INC	3,362	$859K	0.0%	$255.44	$236.20	+8.1%	COM	533900106
LEA	LEAR CORP	5,924	$858K	0.0%	$144.88 *	$129.43	+6.3%	COM NEW	521865204
RL	RALPH LAUREN CORP	4,571	$858K	0.0%	$187.76 *	$160.77	+13.9%	CL A	751212101
DINO	HF SINCLAIR CORP	14,216	$858K	0.0%	$60.37 *	$52.18	+6.7%	COM	403949100
AESI	ATLAS ENERGY SOLUTIONS INC	37,748	$854K	0.0%	$22.62 *	$17.05	+22.0%	COM NEW	642045108
AFG	AMERICAN FINL GROUP INC OHIO	6,251	$853K	0.0%	$136.48 *	$105.40	+15.0%	COM	025932104
EG	EVEREST GROUP LTD	2,146	$853K	0.0%	$397.50 *	$363.59	+6.4%	COM	G3223R108
UNM	UNUM GROUP	15,883	$852K	0.0%	$53.66	$47.66	+12.6%	COM	91529Y106
—	ENDEAVOR GROUP HLDGS INC	33,117	$852K	0.0%	$25.73	$25.73	—	CL A COM	29260Y109
VSH	VISHAY INTERTECHNOLOGY INC	37,549	$852K	0.0%	$22.68 *	$21.50	+1.2%	COM	928298108
SLVM	SYLVAMO CORP	13,721	$847K	0.0%	$61.74 *	$50.38	+15.5%	COMMON STOCK	871332102
RHI	ROBERT HALF INC.	10,665	$846K	0.0%	$79.28	$80.30	-1.3%	COM	770323103
KTB	KONTOOR BRANDS INC	13,977	$842K	0.0%	$60.25	$59.90	+0.6%	COM	50050N103
IEX	IDEX CORP	3,445	$841K	0.0%	$244.02 *	$212.37	+12.1%	COM	45167R104
G	GENPACT LIMITED	25,209	$831K	0.0%	$32.95 *	$33.73	-4.6%	SHS	G3922B107
CRI	CARTERS INC	9,804	$830K	0.0%	$84.68 *	$72.45	+7.5%	COM	146229109
PRDO	PERDOCEO ED CORP	47,035	$826K	0.0%	$17.56 *	$17.01	-0.2%	COM	71363P106
GGG	GRACO INC	8,824	$825K	0.0%	$93.46 *	$83.14	+9.6%	COM	384109104
CALM	CAL MAINE FOODS INC	13,934	$820K	0.0%	$58.85 *	$49.65	+3.5%	COM NEW	128030202
SSTK	SHUTTERSTOCK INC	17,278	$792K	0.0%	$45.81	$47.65	-3.9%	COM	825690100
TSM	TAIWAN SEMICONDUCTOR MFG LTD	5,271	$717K	0.0%	$136.05	$124.20	+9.5%	SPONSORED ADS	874039100
CMCSA	COMCAST CORP NEW	14,723	$638K	0.0%	$43.35 *	$40.63	+0.5%	CL A	20030N101
TSLA	TESLA INC	3,609	$634K	0.0%	$175.79	$195.37	-10.0%	COM	88160R101
INTU	INTUIT	958	$623K	0.0%	$650.00	$631.25	+1.8%	COM	461202103
T	AT&T INC	35,228	$620K	0.0%	$17.60 *	$15.62	+3.2%	COM	00206R102
HD	HOME DEPOT INC	1,619	$618K	0.0%	$381.79 *	$348.54	+5.4%	COM	437076102
ADI	ANALOG DEVICES INC	3,085	$610K	0.0%	$197.79 *	$179.79	+6.9%	COM	032654105
CRM	SALESFORCE INC	1,799	$542K	0.0%	$301.18	$285.15	+4.5%	COM	79466L302
COST	COSTCO WHSL CORP NEW	737	$539K	0.0%	$731.12	$706.75	+2.7%	COM	22160K105
WM	WASTE MGMT INC DEL	2,398	$511K	0.0%	$213.15 *	$191.03	+8.8%	COM	94106L109
MRK	MERCK & CO INC	3,646	$481K	0.0%	$131.95 *	$115.77	+7.6%	COM	58933Y105
HON	HONEYWELL INTL INC	2,062	$422K	0.0%	$204.72 *	$180.75	+3.1%	COM	438516106
MSI	MOTOROLA SOLUTIONS INC	1,176	$417K	0.0%	$354.98	$322.57	+8.1%	COM NEW	620076307
AMD	ADVANCED MICRO DEVICES INC	2,311	$417K	0.0%	$180.49	$174.81	+3.2%	COM	007903107
GE	GENERAL ELECTRIC CO	2,923	$409K	0.0%	$139.99	$116.41	+18.9%	COM NEW	369604301
HPQ	HP INC	12,740	$385K	0.0%	$30.22 *	$27.31	+3.4%	COM	40434L105
NFLX	NETFLIX INC	633	$384K	0.0%	$607.33 *	$56.38	+7.7%	COM	64110L106
TU	TELUS CORPORATION	24,006	$384K	0.0%	$16.01	$17.49	-8.5%	COM	87971M103
BCE	BCE INC	11,282	$383K	0.0%	$33.98 *	$32.49	-9.1%	COM NEW	05534B760
ADBE	ADOBE INC	759	$383K	0.0%	$504.60	$573.19	-12.0%	COM	00724F101
RCI	ROGERS COMMUNICATIONS INC	8,989	$369K	0.0%	$41.00	$45.26	-9.4%	CL B	775109200
RTX	RTX CORPORATION	3,753	$366K	0.0%	$97.53 *	$86.83	+8.4%	COM	75513E101
NXPI	NXP SEMICONDUCTORS N V	1,445	$358K	0.0%	$247.77 *	$223.03	+7.7%	COM	N6596X109
GLW	CORNING INC	10,288	$339K	0.0%	$32.96 *	$30.45	+4.1%	COM	219350105
MET	METLIFE INC	4,542	$337K	0.0%	$74.11 *	$66.02	+6.6%	COM	59156R108
COP	CONOCOPHILLIPS	2,637	$336K	0.0%	$127.28 *	$103.15	+16.9%	COM	20825C104
LMT	LOCKHEED MARTIN CORP	729	$331K	0.0%	$454.45 *	$415.91	+4.3%	COM	539830109
—	TE CONNECTIVITY LTD	2,252	$326K	0.0%	$144.95	$144.95	—	SHS	H84989104
TMO	THERMO FISHER SCIENTIFIC INC	555	$323K	0.0%	$581.21	$557.71	+3.6%	COM	883556102
MCHP	MICROCHIP TECHNOLOGY INC.	3,544	$318K	0.0%	$89.71 *	$81.89	+4.4%	COM	595017104
ISRG	INTUITIVE SURGICAL INC	770	$307K	0.0%	$399.09	$377.87	+5.6%	COM NEW	46120E602
WFC	WELLS FARGO CO NEW	5,070	$294K	0.0%	$57.96 *	$50.13	+11.0%	COM	949746101
UBER	UBER TECHNOLOGIES INC	3,806	$293K	0.0%	$76.99	$71.78	+7.3%	COM	90353T100
DE	DEERE & CO	697	$286K	0.0%	$410.74 *	$372.54	+7.5%	COM	244199105
BA	BOEING CO	1,481	$286K	0.0%	$192.99	$205.48	-6.1%	COM	097023105
BKNG	BOOKING HOLDINGS INC	78	$283K	0.0%	$3627.88	$3508.24	+2.0%	COM	09857L108
DIS	DISNEY WALT CO	2,242	$274K	0.0%	$122.36	$102.38	+17.1%	COM	254687106
UNP	UNION PAC CORP	1,109	$273K	0.0%	$245.93 *	$235.59	+0.3%	COM	907818108
SO	SOUTHERN CO	3,710	$266K	0.0%	$71.74 *	$64.75	+4.5%	COM	842587107
APH	AMPHENOL CORP NEW	2,315	$266K	0.0%	$114.96 *	$51.58	+10.3%	CL A	032095101
INTC	INTEL CORP	6,004	$265K	0.0%	$44.17	$34.04	+28.4%	COM	458140100
UPS	UNITED PARCEL SERVICE INC	1,746	$259K	0.0%	$148.38 *	$136.41	-1.6%	CL B	911312106
NOW	SERVICENOW INC	339	$258K	0.0%	$762.40 *	$151.51	+0.6%	COM	81762P102
HPE	HEWLETT PACKARD ENTERPRISE C	14,510	$257K	0.0%	$17.73 *	$15.42	+9.8%	COM	42824C109
DUK	DUKE ENERGY CORP NEW	2,628	$254K	0.0%	$96.71 *	$88.45	+2.5%	COM NEW	26441C204
PM	PHILIP MORRIS INTL INC	2,697	$247K	0.0%	$91.62 *	$84.95	+0.6%	COM	718172109
VOD	VODAFONE GROUP PLC NEW	26,590	$237K	0.0%	$8.90	$8.90	+0.0%	SPONSORED ADR	92857W308
DHR	DANAHER CORPORATION	942	$235K	0.0%	$249.72	$241.47	+2.4%	COM	235851102
SBUX	STARBUCKS CORP	2,539	$232K	0.0%	$91.39 *	$88.61	-1.5%	COM	855244109
MDLZ	MONDELEZ INTL INC	3,292	$230K	0.0%	$69.93 *	$68.90	-3.5%	CL A	609207105
MU	MICRON TECHNOLOGY INC	1,944	$229K	0.0%	$117.89	$65.30	+79.4%	COM	595112103
PFE	PFIZER INC	8,126	$225K	0.0%	$27.75 *	$29.85	-17.1%	COM	717081103
CVS	CVS HEALTH CORP	2,793	$223K	0.0%	$79.76 *	$70.82	+4.6%	COM	126650100
GS	GOLDMAN SACHS GROUP INC	519	$217K	0.0%	$417.69 *	$314.44	+28.0%	COM	38141G104
STX	SEAGATE TECHNOLOGY HLDNGS PL	2,187	$204K	0.0%	$93.05 *	$83.90	+6.6%	ORD SHS	G7997R103
NOK	NOKIA CORP	16,079	$56,920	0.0%	$3.54	$3.56	-0.5%	SPONSORED ADR	654902204