Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
IVV	ISHARES TR	1,298,408	$558M	27.2%	$426.37	—	CORE S&P500 ETF	464287200
SPY	SPDR S&P 500 ETF TR	242,400	$104M	5.1%	$425.91	—	TR UNIT	78462F103
MSFT	MICROSOFT CORP	305,860	$96.58M	4.7%	$265.02	+22.5%	COM	594918104
IEUR	ISHARES TR	1,467,300	$72.87M	3.6%	$55.11	—	CORE MSCI EURO	46434V738
TLT	ISHARES TR	723,825	$64.2M	3.1%	$88.69	—	20 YR TR BD ETF	464287432
SE	SEA LTD	1,187,003	$52.17M	2.5%	$128.77	—	SPONSORD ADS	81141R100
V	VISA INC	181,517	$41.75M	2.0%	$212.41	+11.2%	COM CL A	92826C839
DE	DEERE & CO	109,932	$41.49M	2.0%	$340.39	+16.9%	COM	244199105
CSCO	CISCO SYS INC	755,688	$40.63M	2.0%	$48.01	+4.8%	COM	17275R102
TXN	TEXAS INSTRS INC	253,503	$40.31M	2.0%	$158.67	+0.1%	COM	882508104
NTRS	NORTHERN TR CORP	567,208	$39.41M	1.9%	$87.75	-20.3%	COM	665859104
HD	HOME DEPOT INC	129,893	$39.25M	1.9%	$292.75	+3.5%	COM	437076102
BBJP	J P MORGAN EXCHANGE TRADED F	675,800	$33.95M	1.7%	$54.02	—	BETABULDRS JAPAN	46641Q217
MRK	MERCK & CO INC	314,668	$32.4M	1.6%	$69.25	+44.2%	COM	58933Y105
EW	EDWARDS LIFESCIENCES CORP	467,293	$32.37M	1.6%	$85.88	-6.4%	COM	28176E108
PLD	PROLOGIS INC.	274,849	$30.84M	1.5%	$110.39	+2.4%	COM	74340W103
ADP	AUTOMATIC DATA PROCESSING IN	116,628	$28.06M	1.4%	$187.80	+23.1%	COM	053015103
PG	PROCTER AND GAMBLE CO	181,488	$26.47M	1.3%	$142.55	+1.1%	COM	742718109
WY	WEYERHAEUSER CO MTN BE	800,263	$24.54M	1.2%	$27.86	+9.9%	COM NEW	962166104
CL	COLGATE PALMOLIVE CO	314,621	$22.37M	1.1%	$71.52	-0.9%	COM	194162103
PGR	PROGRESSIVE CORP	155,427	$21.65M	1.1%	$89.39	+34.6%	COM	743315103
AAPL	APPLE INC	115,798	$19.83M	1.0%	$158.48	+14.4%	COM	037833100
TSLA	TESLA INC	75,344	$18.85M	0.9%	$227.90	+12.7%	COM	88160R101
BBAX	J P MORGAN EXCHANGE TRADED F	396,744	$17.87M	0.9%	$56.75	—	BETABUILDERS DEV	46641Q233
ECL	ECOLAB INC	103,815	$17.59M	0.9%	$188.44	-5.9%	COM	278865100
GOOGL	ALPHABET INC	132,449	$17.33M	0.8%	$105.69	+21.5%	CAP STK CL A	02079K305
NVDA	NVIDIA CORPORATION	37,037	$16.11M	0.8%	$31.86	+40.5%	COM	67066G104
META	META PLATFORMS INC	48,032	$14.42M	0.7%	$284.57	+5.1%	CL A	30303M102
AVGO	BROADCOM INC	17,167	$14.26M	0.7%	$56.44	+48.8%	COM	11135F101
AMZN	AMAZON COM INC	91,241	$11.6M	0.6%	$127.61	+5.0%	COM	023135106
UNH	UNITEDHEALTH GROUP INC	22,817	$11.5M	0.6%	$446.07	+5.3%	COM	91324P102
MA	MASTERCARD INCORPORATED	28,420	$11.25M	0.5%	$356.41	+11.2%	CL A	57636Q104
HTHT	H WORLD GROUP LTD	269,560	$10.63M	0.5%	$47.54	—	SPONSORED ADS	44332N106
LLY	ELI LILLY & CO	17,252	$9.267M	0.5%	$285.31	+77.6%	COM	532457108
BABA	ALIBABA GROUP HLDG LTD	90,958	$7.89M	0.4%	$256.13	—	SPONSORED ADS	01609W102
WDAY	WORKDAY INC	36,049	$7.745M	0.4%	$199.38	+16.3%	CL A	98138H101
MELI	MERCADOLIBRE INC	6,085	$7.715M	0.4%	$1306.40	-2.7%	COM	58733R102
GOOG	ALPHABET INC	58,358	$7.695M	0.4%	$113.20	+14.0%	CAP STK CL C	02079K107
BBEU	J P MORGAN EXCHANGE TRADED F	138,500	$7.04M	0.3%	$53.38	—	BETABUILDERS EUR	46641Q191
WMT	WALMART INC	42,227	$6.753M	0.3%	$47.20	+9.8%	COM	931142103
HCM	HUTCHMED CHINA LTD	391,278	$6.628M	0.3%	$25.98	—	SPONSORED ADS	44842L103
CAT	CATERPILLAR INC	23,691	$6.468M	0.3%	$221.21	+18.2%	COM	149123101
JPM	JPMORGAN CHASE & CO	43,464	$6.303M	0.3%	$133.64	+6.5%	COM	46625H100
VRTX	VERTEX PHARMACEUTICALS INC	17,088	$5.942M	0.3%	$287.36	+21.7%	COM	92532F100
SHOP	SHOPIFY INC	105,825	$5.775M	0.3%	$49.68	+22.0%	CL A	82509L107
COST	COSTCO WHSL CORP NEW	10,220	$5.774M	0.3%	$477.89	+11.4%	COM	22160K105
NFLX	NETFLIX INC	14,930	$5.638M	0.3%	$40.97	+3.5%	COM	64110L106
TMO	THERMO FISHER SCIENTIFIC INC	10,880	$5.507M	0.3%	$546.39	-3.2%	COM	883556102
WSO	WATSCO INC	14,336	$5.415M	0.3%	$306.61	+17.9%	COM	942622200
DHR	DANAHER CORPORATION	21,538	$5.344M	0.3%	$224.15	-1.8%	COM	235851102
VIPS	VIPSHOP HLDGS LTD	332,804	$5.328M	0.3%	$22.69	—	SPONSORED ADS A	92763W103
BKR	BAKER HUGHES COMPANY	147,321	$5.203M	0.3%	$28.29	+18.5%	CL A	05722G100
BKNG	BOOKING HOLDINGS INC	1,659	$5.116M	0.2%	$2351.26	+26.7%	COM	09857L108
TTD	THE TRADE DESK INC	63,024	$4.925M	0.2%	$63.69	+26.9%	COM CL A	88339J105
CARR	CARRIER GLOBAL CORPORATION	84,956	$4.69M	0.2%	$43.94	+21.6%	COM	14448C104
—	BLACKROCK INC	6,854	$4.431M	0.2%	$730.77	—	COM	09247X101
CRM	SALESFORCE INC	21,742	$4.409M	0.2%	$192.27	+11.0%	COM	79466L302
AMAT	APPLIED MATLS INC	30,886	$4.276M	0.2%	$125.01	+12.3%	COM	038222105
WMS	ADVANCED DRAIN SYS INC DEL	37,493	$4.268M	0.2%	$94.69	+27.5%	COM	00790R104
ZTS	ZOETIS INC	24,137	$4.199M	0.2%	$177.54	-0.3%	CL A	98978V103
ABT	ABBOTT LABS	41,262	$3.996M	0.2%	$103.26	-2.7%	COM	002824100
MDLZ	MONDELEZ INTL INC	57,343	$3.98M	0.2%	$61.56	+9.2%	CL A	609207105
MKTX	MARKETAXESS HLDGS INC	18,354	$3.921M	0.2%	$357.49	-34.7%	COM	57060D108
CPRT	COPART INC	80,684	$3.477M	0.2%	$40.00	+11.1%	COM	217204106
SHW	SHERWIN WILLIAMS CO	13,502	$3.444M	0.2%	$245.78	+6.7%	COM	824348106
REGN	REGENERON PHARMACEUTICALS	4,157	$3.421M	0.2%	$653.29	+19.6%	COM	75886F107
CVX	CHEVRON CORP NEW	20,247	$3.414M	0.2%	$146.43	-0.5%	COM	166764100
NYT	NEW YORK TIMES CO	82,204	$3.387M	0.2%	$38.23	+7.0%	CL A	650111107
TJX	TJX COS INC NEW	36,924	$3.282M	0.2%	$76.65	+11.3%	COM	872540109
SNPS	SYNOPSYS INC	7,119	$3.267M	0.2%	$377.58	+18.5%	COM	871607107
ELV	ELEVANCE HEALTH INC	7,468	$3.252M	0.2%	$443.54	-1.6%	COM	036752103
WAB	WABTEC	30,548	$3.246M	0.2%	$103.04	+6.8%	COM	929740108
SBUX	STARBUCKS CORP	35,266	$3.219M	0.2%	$88.89	+4.0%	COM	855244109
ISRG	INTUITIVE SURGICAL INC	10,891	$3.183M	0.2%	$305.36	+2.3%	COM NEW	46120E602
KO	COCA COLA CO	54,041	$3.025M	0.1%	$55.30	+0.8%	COM	191216100
LULU	LULULEMON ATHLETICA INC	7,837	$3.022M	0.1%	$361.45	+5.7%	COM	550021109
ABNB	AIRBNB INC	21,305	$2.923M	0.1%	$122.48	+12.7%	COM CL A	009066101
GE	GENERAL ELECTRIC CO	26,429	$2.922M	0.1%	$80.38	+10.3%	COM NEW	369604301
PFE	PFIZER INC	88,038	$2.92M	0.1%	$36.51	-16.3%	COM	717081103
XOM	EXXON MOBIL CORP	24,524	$2.884M	0.1%	$101.01	0.0%	COM	30231G102
CP	CANADIAN PACIFIC KANSAS CITY	38,512	$2.866M	0.1%	$77.57	+0.6%	COM	13646K108
BMY	BRISTOL-MYERS SQUIBB CO	48,686	$2.826M	0.1%	$58.28	-6.8%	COM	110122108
MNST	MONSTER BEVERAGE CORP NEW	52,984	$2.806M	0.1%	$55.75	+1.9%	COM	61174X109
GDDY	GODADDY INC	35,547	$2.648M	0.1%	$76.25	-3.2%	CL A	380237107
ALNY	ALNYLAM PHARMACEUTICALS INC	14,644	$2.593M	0.1%	$187.28	+2.1%	COM	02043Q107
NOW	SERVICENOW INC	4,629	$2.587M	0.1%	$108.10	+5.5%	COM	81762P102
AXP	AMERICAN EXPRESS CO	17,038	$2.542M	0.1%	$158.17	+0.4%	COM	025816109
SRE	SEMPRA	36,912	$2.511M	0.1%	$67.52	-1.3%	COM	816851109
APH	AMPHENOL CORP NEW	29,455	$2.474M	0.1%	$37.42	+12.6%	CL A	032095101
ADBE	ADOBE INC	4,679	$2.386M	0.1%	$524.63	0.0%	COM	00724F101
NKE	NIKE INC	24,597	$2.352M	0.1%	$118.40	-17.0%	CL B	654106103
ARES	ARES MANAGEMENT CORPORATION	22,600	$2.325M	0.1%	$80.33	+17.9%	CL A COM STK	03990B101
BX	BLACKSTONE INC	21,401	$2.293M	0.1%	$95.25	+2.3%	COM	09260D107
WAT	WATERS CORP	8,257	$2.264M	0.1%	$294.13	-6.0%	COM	941848103
BAC	BANK AMERICA CORP	81,253	$2.225M	0.1%	$29.36	-5.3%	COM	060505104
TCOM	TRIP COM GROUP LTD	63,213	$2.211M	0.1%	$33.26	—	ADS	89677Q107
MSI	MOTOROLA SOLUTIONS INC	8,087	$2.202M	0.1%	$235.10	+18.0%	COM NEW	620076307
IBN	ICICI BANK LIMITED	94,170	$2.177M	0.1%	$21.70	—	ADR	45104G104
COP	CONOCOPHILLIPS	18,074	$2.165M	0.1%	$92.34	+16.8%	COM	20825C104
ILMN	ILLUMINA INC	15,451	$2.121M	0.1%	$243.03	-32.3%	COM	452327109
ADI	ANALOG DEVICES INC	12,085	$2.116M	0.1%	$174.23	+1.6%	COM	032654105
ONC	BEIGENE LTD	11,704	$2.105M	0.1%	$189.64	—	SPONSORED ADR	07725L102
PAYX	PAYCHEX INC	18,013	$2.077M	0.1%	$109.30	+2.6%	COM	704326107
PGNY	PROGYNY INC	59,444	$2.022M	0.1%	$36.83	+2.5%	COM	74340E103
QSR	RESTAURANT BRANDS INTL INC	29,687	$1.978M	0.1%	$66.42	+8.1%	COM	76131D103
PCRX	PACIRA BIOSCIENCES INC	64,391	$1.976M	0.1%	$46.33	-22.2%	COM	695127100
ON	ON SEMICONDUCTOR CORP	20,780	$1.932M	0.1%	$75.03	+29.5%	COM	682189105
EXAS	EXACT SCIENCES CORP	28,204	$1.924M	0.1%	$89.58	-5.3%	COM	30063P105
CTAS	CINTAS CORP	3,995	$1.922M	0.1%	$113.02	+8.0%	COM	172908105
CGNX	COGNEX CORP	42,256	$1.793M	0.1%	$49.53	-2.6%	COM	192422103
SLB	SCHLUMBERGER LTD	30,655	$1.787M	0.1%	$46.67	+16.6%	COM STK	806857108
DAL	DELTA AIR LINES INC DEL	46,905	$1.735M	0.1%	$35.31	+19.8%	COM NEW	247361702
TXG	10X GENOMICS INC	41,004	$1.691M	0.1%	$76.28	-31.8%	CL A COM	88025U109
SPGI	S&P GLOBAL INC	4,541	$1.659M	0.1%	$371.14	+4.0%	COM	78409V104
IDXX	IDEXX LABS INC	3,742	$1.636M	0.1%	$526.64	-5.3%	COM	45168D104
MCO	MOODYS CORP	5,170	$1.635M	0.1%	$324.83	+2.8%	COM	615369105
NVR	NVR INC	269	$1.604M	0.1%	$5805.07	+7.0%	COM	62944T105
TRMB	TRIMBLE INC	29,205	$1.573M	0.1%	$57.81	-8.4%	COM	896239100
EQIX	EQUINIX INC	2,143	$1.556M	0.1%	$691.07	+6.5%	COM	29444U700
VALE	VALE S A	116,117	$1.556M	0.1%	$14.86	—	SPONSORED ADS	91912E105
STAA	STAAR SURGICAL CO	38,709	$1.555M	0.1%	$73.18	-36.0%	COM PAR $0.01	852312305
PEP	PEPSICO INC	9,147	$1.55M	0.1%	$162.75	+2.7%	COM	713448108
—	SUPER MICRO COMPUTER INC	5,600	$1.536M	0.1%	$249.70	—	COM	86800U104
CME	CME GROUP INC	7,556	$1.513M	0.1%	$179.30	+0.5%	COM	12572Q105
HLT	HILTON WORLDWIDE HLDGS INC	9,838	$1.477M	0.1%	$139.66	+7.4%	COM	43300A203
AJG	GALLAGHER ARTHUR J & CO	6,456	$1.472M	0.1%	$193.70	+13.1%	COM	363576109
EFX	EQUIFAX INC	7,917	$1.45M	0.1%	$217.99	-7.9%	COM	294429105
WRBY	WARBY PARKER INC	110,022	$1.448M	0.1%	$16.86	-22.9%	CL A COM	93403J106
MRNA	MODERNA INC	13,899	$1.436M	0.1%	$168.50	-33.8%	COM	60770K107
CMCSA	COMCAST CORP NEW	32,336	$1.434M	0.1%	$41.49	0.0%	CL A	20030N101
WFC	WELLS FARGO CO NEW	34,775	$1.421M	0.1%	$41.42	-1.8%	COM	949746101
AMX	AMERICA MOVIL SAB DE CV	82,030	$1.421M	0.1%	$21.38	—	SPON ADS RP CL B	02390A101
DNLI	DENALI THERAPEUTICS INC	68,447	$1.412M	0.1%	$38.03	-33.3%	COM	24823R105
INDA	ISHARES TR	31,835	$1.408M	0.1%	$46.06	—	MSCI INDIA ETF	46429B598
GS	GOLDMAN SACHS GROUP INC	4,339	$1.404M	0.1%	$315.61	-0.1%	COM	38141G104
MS	MORGAN STANLEY	17,091	$1.396M	0.1%	$77.78	+3.2%	COM NEW	617446448
RYAAY	RYANAIR HOLDINGS PLC	14,141	$1.375M	0.1%	$94.41	—	SPONSORED ADS	783513203
—	SEAGEN INC	6,455	$1.369M	0.1%	$145.99	—	COM	81181C104
GILD	GILEAD SCIENCES INC	18,206	$1.364M	0.1%	$61.05	+15.8%	COM	375558103
FDX	FEDEX CORP	5,142	$1.362M	0.1%	$218.96	+12.7%	COM	31428X106
NUE	NUCOR CORP	8,634	$1.35M	0.1%	$145.35	+9.7%	COM	670346105
VEEV	VEEVA SYS INC	6,626	$1.348M	0.1%	$188.37	+7.0%	CL A COM	922475108
PCAR	PACCAR INC	15,600	$1.326M	0.1%	$65.33	+17.4%	COM	693718108
CTVA	CORTEVA INC	25,356	$1.297M	0.1%	$55.43	-7.0%	COM	22052L104
MCHP	MICROCHIP TECHNOLOGY INC.	16,584	$1.294M	0.1%	$73.93	+6.5%	COM	595017104
ZM	ZOOM VIDEO COMMUNICATIONS IN	17,768	$1.243M	0.1%	$152.04	-54.3%	CL A	98980L101
BAM	BROOKFIELD ASSET MANAGMT LTD	37,135	$1.238M	0.1%	$29.72	+4.7%	CL A LMT VTG SHS	113004105
UPWK	UPWORK INC	108,912	$1.237M	0.1%	$19.68	-36.9%	COM	91688F104
BZUN	BAOZUN INC	399,018	$1.237M	0.1%	$20.59	—	SPONSORED ADR	06684L103
ABBV	ABBVIE INC	8,201	$1.222M	0.1%	$135.33	0.0%	COM	00287Y109
TOL	TOLL BROTHERS INC	16,500	$1.22M	0.1%	$67.10	+17.7%	COM	889478103
YUM	YUM BRANDS INC	9,538	$1.192M	0.1%	$123.50	+1.7%	COM	988498101
TDG	TRANSDIGM GROUP INC	1,397	$1.178M	0.1%	$607.68	+23.4%	COM	893641100
FSLR	FIRST SOLAR INC	7,199	$1.163M	0.1%	$185.60	+0.5%	COM	336433107
MDB	MONGODB INC	3,300	$1.141M	0.1%	$379.62	0.0%	CL A	60937P106
PODD	INSULET CORP	7,069	$1.127M	0.1%	$283.07	-20.9%	COM	45784P101
LEN	LENNAR CORP	9,900	$1.111M	0.1%	$99.60	+13.9%	CL A	526057104
ATR	APTARGROUP INC	8,849	$1.106M	0.1%	$113.09	+5.0%	COM	038336103
MCD	MCDONALDS CORP	4,200	$1.106M	0.1%	$269.51	0.0%	COM	580135101
TMUS	T-MOBILE US INC	7,825	$1.096M	0.1%	$133.84	0.0%	COM	872590104
BAH	BOOZ ALLEN HAMILTON HLDG COR	9,900	$1.082M	0.1%	$90.84	+20.6%	CL A	099502106
A	AGILENT TECHNOLOGIES INC	9,652	$1.079M	0.1%	$125.37	-6.0%	COM	00846U101
WELL	WELLTOWER INC	13,100	$1.073M	0.1%	$78.14	0.0%	COM	95040Q104
ICE	INTERCONTINENTAL EXCHANGE IN	9,041	$995K	0.0%	$111.18	0.0%	COM	45866F104
ADM	ARCHER DANIELS MIDLAND CO	13,185	$994K	0.0%	$74.02	+0.8%	COM	039483102
UFPI	UFP INDUSTRIES INC	9,576	$981K	0.0%	$84.27	+19.9%	COM	90278Q108
DECK	DECKERS OUTDOOR CORP	1,900	$977K	0.0%	$80.87	+10.7%	COM	243537107
ALB	ALBEMARLE CORP	5,716	$972K	0.0%	$222.50	-14.0%	COM	012653101
MSM	MSC INDL DIRECT INC	9,872	$969K	0.0%	$92.12	+7.1%	CL A	553530106
AMP	AMERIPRISE FINL INC	2,926	$965K	0.0%	$326.79	+1.2%	COM	03076C106
GTLS	CHART INDS INC	5,675	$960K	0.0%	$168.15	0.0%	COM	16115Q308
MTD	METTLER TOLEDO INTERNATIONAL	859	$952K	0.0%	$1420.22	-13.7%	COM	592688105
ITT	ITT INC	9,497	$930K	0.0%	$88.58	+10.8%	COM	45073V108
LSTR	LANDSTAR SYS INC	5,150	$911K	0.0%	$192.54	—	COM	515098101
GGB	GERDAU SA	188,879	$901K	0.0%	$5.43	—	SPON ADR REP PFD	373737105
ADSK	AUTODESK INC	4,294	$888K	0.0%	$210.13	0.0%	COM	052769106
SEIC	SEI INVTS CO	14,575	$878K	0.0%	$56.04	+6.3%	COM	784117103
NICE	NICE LTD	5,158	$877K	0.0%	$194.25	—	SPONSORED ADR	653656108
FCX	FREEPORT-MCMORAN INC	23,498	$876K	0.0%	$35.35	+10.4%	CL B	35671D857
HPQ	HP INC	32,000	$822K	0.0%	$28.83	-3.0%	COM	40434L105
FAST	FASTENAL CO	14,854	$812K	0.0%	$23.12	+16.0%	COM	311900104
CELH	CELSIUS HLDGS INC	4,700	$807K	0.0%	$56.23	0.0%	COM NEW	15118V207
BPOP	POPULAR INC	12,745	$803K	0.0%	$54.54	+13.1%	COM NEW	733174700
MLI	MUELLER INDS INC	10,388	$781K	0.0%	$36.73	+4.5%	COM	624756102
JBHT	HUNT J B TRANS SVCS INC	4,047	$763K	0.0%	$171.10	+9.6%	COM	445658107
RDY	DR REDDYS LABS LTD	11,189	$748K	0.0%	$60.12	—	ADR	256135203
ATO	ATMOS ENERGY CORP	7,020	$744K	0.0%	$107.88	+2.0%	COM	049560105
—	WALGREENS BOOTS ALLIANCE INC	32,972	$733K	0.0%	$41.48	—	COM	931427108
NFG	NATIONAL FUEL GAS CO	14,065	$730K	0.0%	$53.12	-0.9%	COM	636180101
DIOD	DIODES INC	9,231	$728K	0.0%	$88.02	-4.5%	COM	254543101
JNJ	JOHNSON & JOHNSON	4,565	$711K	0.0%	$151.68	+1.1%	COM	478160104
NET	CLOUDFLARE INC	11,260	$710K	0.0%	$57.11	+12.1%	CL A COM	18915M107
IFF	INTERNATIONAL FLAVORS&FRAGRA	10,263	$700K	0.0%	$100.03	-31.3%	COM	459506101
DIS	DISNEY WALT CO	8,488	$688K	0.0%	$83.44	0.0%	COM	254687106
PEG	PUBLIC SVC ENTERPRISE GRP IN	12,031	$685K	0.0%	$56.73	0.0%	COM	744573106
MRSH	MARSH & MCLENNAN COS INC	3,576	$681K	0.0%	$184.60	0.0%	COM	571748102
ETSY	ETSY INC	10,444	$674K	0.0%	$92.77	-15.0%	COM	29786A106
GM	GENERAL MTRS CO	20,256	$668K	0.0%	$40.70	-14.9%	COM	37045V100
AME	AMETEK INC	4,513	$667K	0.0%	$143.82	+6.9%	COM	031100100
PAYC	PAYCOM SOFTWARE INC	2,485	$644K	0.0%	$289.15	+3.5%	COM	70432V102
FISV	FISERV INC	5,703	$644K	0.0%	$123.15	0.0%	COM	337738108
DCI	DONALDSON INC	10,741	$641K	0.0%	$59.84	-0.5%	COM	257651109
BSX	BOSTON SCIENTIFIC CORP	11,971	$632K	0.0%	$48.09	+9.0%	COM	101137107
MAA	MID-AMER APT CMNTYS INC	4,758	$612K	0.0%	$131.36	0.0%	COM	59522J103
QCOM	QUALCOMM INC	5,507	$612K	0.0%	$110.06	0.0%	COM	747525103
FTV	FORTIVE CORP	8,181	$607K	0.0%	$49.70	+14.5%	COM	34959J108
RMD	RESMED INC	4,007	$593K	0.0%	$218.13	-19.0%	COM	761152107
EOG	EOG RES INC	4,475	$567K	0.0%	$117.17	0.0%	COM	26875P101
UNP	UNION PAC CORP	2,670	$544K	0.0%	$203.98	+1.1%	COM	907818108
HIG	HARTFORD FINL SVCS GROUP INC	7,627	$541K	0.0%	$69.41	0.0%	COM	416515104
GGG	GRACO INC	7,333	$534K	0.0%	$75.06	+2.0%	COM	384109104
PTC	PTC INC	3,758	$532K	0.0%	$132.45	+8.0%	COM	69370C100
CI	THE CIGNA GROUP	1,822	$521K	0.0%	$272.79	0.0%	COM	125523100
WST	WEST PHARMACEUTICAL SVSC INC	1,386	$520K	0.0%	$356.25	+7.9%	COM	955306105
OWL	BLUE OWL CAPITAL INC	39,527	$512K	0.0%	$10.76	+10.9%	COM CL A	09581B103
MEDP	MEDPACE HLDGS INC	2,114	$512K	0.0%	$207.72	+23.1%	COM	58506Q109
CSL	CARLISLE COS INC	1,945	$504K	0.0%	$214.72	+21.4%	COM	142339100
FR	FIRST INDL RLTY TR INC	10,255	$488K	0.0%	$52.64	—	COM	32054K103
PANW	PALO ALTO NETWORKS INC	2,063	$484K	0.0%	$82.93	+42.7%	COM	697435105
INTU	INTUIT	925	$473K	0.0%	$498.82	0.0%	COM	461202103
CHE	CHEMED CORP NEW	863	$449K	0.0%	$541.43	-4.8%	COM	16359R103
FNB	F N B CORP	40,916	$441K	0.0%	$10.32	+5.2%	COM	302520101
BIIB	BIOGEN INC	1,704	$438K	0.0%	$273.47	-2.2%	COM	09062X103
IR	INGERSOLL RAND INC	6,756	$430K	0.0%	$64.56	+2.8%	COM	45687V106
MANH	MANHATTAN ASSOCIATES INC	2,174	$430K	0.0%	$173.65	+12.4%	COM	562750109
CIEN	CIENA CORP	9,064	$428K	0.0%	$49.25	-10.5%	COM NEW	171779309
ESI	ELEMENT SOLUTIONS INC	21,842	$428K	0.0%	$17.73	+8.5%	COM	28618M106
ATKR	ATKORE INC	2,834	$423K	0.0%	$126.47	+15.1%	COM	047649108
XYL	XYLEM INC	4,640	$422K	0.0%	$102.35	-2.0%	COM	98419M100
AMG	AFFILIATED MANAGERS GROUP IN	3,225	$420K	0.0%	$143.06	-2.3%	COM	008252108
AYI	ACUITY BRANDS INC	2,418	$412K	0.0%	$158.58	+2.3%	COM	00508Y102
CMG	CHIPOTLE MEXICAN GRILL INC	222	$407K	0.0%	$38.99	0.0%	COM	169656105
MU	MICRON TECHNOLOGY INC	5,747	$391K	0.0%	$77.55	-14.5%	COM	595112103
SKY	SKYLINE CHAMPION CORPORATION	6,110	$389K	0.0%	$67.94	-1.2%	COM	830830105
BMRN	BIOMARIN PHARMACEUTICAL INC	4,373	$387K	0.0%	$96.82	-8.1%	COM	09061G101
—	CERIDIAN HCM HLDG INC	5,643	$383K	0.0%	$64.35	+9.3%	COM	15677J108
EWBC	EAST WEST BANCORP INC	7,252	$382K	0.0%	$46.92	+11.7%	COM	27579R104
OKE	ONEOK INC NEW	6,008	$381K	0.0%	$57.97	0.0%	COM	682680103
APD	AIR PRODS & CHEMS INC	1,343	$381K	0.0%	$258.20	+6.4%	COM	009158106
HOLX	HOLOGIC INC	5,431	$377K	0.0%	$81.04	-6.8%	COM	436440101
KEYS	KEYSIGHT TECHNOLOGIES INC	2,828	$374K	0.0%	$166.00	-10.8%	COM	49338L103
FCNCA	FIRST CTZNS BANCSHARES INC N	269	$371K	0.0%	$1145.50	+18.9%	CL A	31946M103
UPS	UNITED PARCEL SERVICE INC	2,282	$356K	0.0%	$151.64	0.0%	CL B	911312106
COKE	COCA COLA CONS INC	553	$352K	0.0%	$59.82	+7.6%	COM	191098102
TRNO	TERRENO RLTY CORP	6,180	$351K	0.0%	$60.10	—	COM	88146M101
HUM	HUMANA INC	698	$340K	0.0%	$456.59	0.0%	COM	444859102
NDSN	NORDSON CORP	1,442	$322K	0.0%	$215.66	+7.6%	COM	655663102
LFUS	LITTELFUSE INC	1,299	$321K	0.0%	$261.83	+3.4%	COM	537008104
AGCO	AGCO CORP	2,700	$319K	0.0%	$120.71	0.0%	COM	001084102
DT	DYNATRACE INC	6,824	$319K	0.0%	$46.87	+4.8%	COM NEW	268150109
ZBH	ZIMMER BIOMET HOLDINGS INC	2,832	$318K	0.0%	$132.42	-6.2%	COM	98956P102
SYK	STRYKER CORPORATION	1,155	$316K	0.0%	$280.01	0.0%	COM	863667101
LKQ	LKQ CORP	6,297	$312K	0.0%	$51.22	-2.7%	COM	501889208
ROL	ROLLINS INC	8,201	$306K	0.0%	$39.30	-0.3%	COM	775711104
AAP	ADVANCE AUTO PARTS INC	5,287	$296K	0.0%	$127.99	-50.3%	COM	00751Y106
PCTY	PAYLOCITY HLDG CORP	1,498	$272K	0.0%	$183.04	+9.7%	COM	70438V106
STLD	STEEL DYNAMICS INC	2,536	$272K	0.0%	$94.65	+6.1%	COM	858119100
DLB	DOLBY LABORATORIES INC	3,409	$270K	0.0%	$79.68	+0.7%	COM CL A	25659T107
SF	STIFEL FINL CORP	4,211	$259K	0.0%	$55.57	+8.6%	COM	860630102
PSTG	PURE STORAGE INC	7,077	$252K	0.0%	$28.33	+30.9%	CL A	74624M102
LW	LAMB WESTON HLDGS INC	2,556	$236K	0.0%	$96.60	0.0%	COM	513272104
EXLS	EXLSERVICE HOLDINGS INC	8,305	$233K	0.0%	$30.33	-3.5%	COM	302081104
FBIN	FORTUNE BRANDS INNOVATIONS I	3,655	$227K	0.0%	$65.91	0.0%	COM	34964C106
CSX	CSX CORP	7,237	$223K	0.0%	$30.58	0.0%	COM	126408103
GWW	GRAINGER W W INC	308	$213K	0.0%	$708.54	0.0%	COM	384802104
NSC	NORFOLK SOUTHN CORP	1,075	$212K	0.0%	$205.00	0.0%	COM	655844108
EXPD	EXPEDITORS INTL WASH INC	1,803	$207K	0.0%	$115.37	0.0%	COM	302130109