Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
IVV	ISHARES TR	1,285,298	$614M	25.2%	$426.37	—	CORE S&P500 ETF	464287200
SPY	SPDR S&P 500 ETF TR	420,600	$200M	8.2%	$446.84	—	TR UNIT	78462F103
MSFT	MICROSOFT CORP	354,889	$133M	5.5%	$276.81	+26.6%	COM	594918104
TLT	ISHARES TR	615,741	$60.88M	2.5%	$88.69	—	20 YR TR BD ETF	464287432
TXN	TEXAS INSTRS INC	348,481	$59.4M	2.4%	$155.08	-6.2%	COM	882508104
DE	DEERE & CO	142,655	$57.04M	2.3%	$346.06	+5.5%	COM	244199105
V	VISA INC	211,168	$54.98M	2.3%	$216.66	+12.0%	COM CL A	92826C839
CSCO	CISCO SYS INC	1,039,233	$52.5M	2.2%	$48.00	-0.1%	COM	17275R102
NTRS	NORTHERN TR CORP	577,994	$48.77M	2.0%	$87.40	-20.9%	COM	665859104
EW	EDWARDS LIFESCIENCES CORP	601,745	$45.88M	1.9%	$82.24	-15.4%	COM	28176E108
HD	HOME DEPOT INC	130,305	$45.16M	1.9%	$292.75	+0.3%	COM	437076102
PG	PROCTER AND GAMBLE CO	272,497	$39.93M	1.6%	$141.90	-0.9%	COM	742718109
MRK	MERCK & CO INC	360,465	$39.3M	1.6%	$72.75	+33.1%	COM	58933Y105
BBJP	J P MORGAN EXCHANGE TRADED F	691,695	$36.33M	1.5%	$53.98	—	BETABULDRS JAPAN	46641Q217
DHR	DANAHER CORPORATION	153,827	$35.59M	1.5%	$212.28	-0.9%	COM	235851102
ADP	AUTOMATIC DATA PROCESSING IN	144,292	$33.62M	1.4%	$194.36	+14.2%	COM	053015103
WY	WEYERHAEUSER CO MTN BE	949,389	$33.01M	1.4%	$28.06	+3.8%	COM NEW	962166104
SE	SEA LTD	796,632	$32.26M	1.3%	$128.77	—	SPONSORD ADS	81141R100
PLD	PROLOGIS INC.	229,841	$30.64M	1.3%	$110.39	-4.3%	COM	74340W103
CL	COLGATE PALMOLIVE CO	366,667	$29.23M	1.2%	$71.55	+0.2%	COM	194162103
AAPL	APPLE INC	132,862	$25.58M	1.0%	$161.60	+13.1%	COM	037833100
IEUR	ISHARES TR	413,715	$22.76M	0.9%	$55.11	—	CORE MSCI EURO	46434V738
PGR	PROGRESSIVE CORP	139,933	$22.29M	0.9%	$89.39	+60.4%	COM	743315103
NVDA	NVIDIA CORPORATION	42,868	$21.23M	0.9%	$33.82	+36.9%	COM	67066G104
AVGO	BROADCOM INC	18,064	$20.16M	0.8%	$58.21	+58.4%	COM	11135F101
META	META PLATFORMS INC	56,459	$19.98M	0.8%	$290.36	+11.4%	CL A	30303M102
GOOGL	ALPHABET INC	132,937	$18.57M	0.8%	$105.69	+26.2%	CAP STK CL A	02079K305
TSLA	TESLA INC	72,270	$17.96M	0.7%	$227.90	+4.3%	COM	88160R101
AMZN	AMAZON COM INC	114,712	$17.43M	0.7%	$130.19	+7.7%	COM	023135106
BBAX	J P MORGAN EXCHANGE TRADED F	341,109	$16.89M	0.7%	$56.75	—	BETABUILDERS DEV	46641Q233
MA	MASTERCARD INCORPORATED	30,307	$12.93M	0.5%	$358.94	+10.6%	CL A	57636Q104
UNH	UNITEDHEALTH GROUP INC	21,381	$11.26M	0.5%	$446.07	+14.6%	COM	91324P102
LLY	ELI LILLY & CO	17,719	$10.33M	0.4%	$292.95	+96.3%	COM	532457108
JPM	JPMORGAN CHASE & CO	60,471	$10.29M	0.4%	$136.81	+5.9%	COM	46625H100
WDAY	WORKDAY INC	36,725	$10.14M	0.4%	$200.09	+19.0%	CL A	98138H101
IEF	ISHARES TR	103,600	$9.986M	0.4%	$96.39	—	7-10 YR TRSY BD	464287440
HTHT	H WORLD GROUP LTD	285,062	$9.532M	0.4%	$46.77	—	SPONSORED ADS	44332N106
SHOP	SHOPIFY INC	121,988	$9.503M	0.4%	$51.56	+23.9%	CL A	82509L107
GOOG	ALPHABET INC	65,052	$9.168M	0.4%	$115.41	+16.7%	CAP STK CL C	02079K107
MELI	MERCADOLIBRE INC	5,791	$9.101M	0.4%	$1306.40	+8.5%	COM	58733R102
CAT	CATERPILLAR INC	29,837	$8.822M	0.4%	$227.39	+10.5%	COM	149123101
TMO	THERMO FISHER SCIENTIFIC INC	14,448	$7.669M	0.3%	$530.18	-9.3%	COM	883556102
VRTX	VERTEX PHARMACEUTICALS INC	18,600	$7.568M	0.3%	$294.03	+25.6%	COM	92532F100
HCM	HUTCHMED CHINA LTD	391,278	$7.086M	0.3%	$25.98	—	SPONSORED ADS	44842L103
WMT	WALMART INC	44,413	$7.002M	0.3%	$47.42	+8.9%	COM	931142103
CRM	SALESFORCE INC	24,393	$6.419M	0.3%	$195.68	+14.3%	COM	79466L302
BKNG	BOOKING HOLDINGS INC	1,741	$6.176M	0.3%	$2385.01	+28.6%	COM	09857L108
COST	COSTCO WHSL CORP NEW	9,281	$6.126M	0.3%	$477.89	+20.0%	COM	22160K105
AMAT	APPLIED MATLS INC	37,541	$6.084M	0.2%	$128.41	+12.3%	COM	038222105
VIPS	VIPSHOP HLDGS LTD	332,804	$5.911M	0.2%	$22.69	—	SPONSORED ADS A	92763W103
CARR	CARRIER GLOBAL CORPORATION	98,959	$5.685M	0.2%	$45.01	+14.5%	COM	14448C104
APH	AMPHENOL CORP NEW	56,319	$5.583M	0.2%	$40.27	+7.8%	CL A	032095101
BBEU	J P MORGAN EXCHANGE TRADED F	97,170	$5.499M	0.2%	$53.38	—	BETABUILDERS EUR	46641Q191
NFLX	NETFLIX INC	11,252	$5.478M	0.2%	$40.97	+6.5%	COM	64110L106
MKTX	MARKETAXESS HLDGS INC	18,444	$5.401M	0.2%	$357.49	-34.6%	COM	57060D108
ZTS	ZOETIS INC	27,215	$5.371M	0.2%	$177.01	-2.3%	CL A	98978V103
WMS	ADVANCED DRAIN SYS INC DEL	37,768	$5.312M	0.2%	$94.69	+26.0%	COM	00790R104
SHW	SHERWIN WILLIAMS CO	16,312	$5.088M	0.2%	$248.93	+6.1%	COM	824348106
WSO	WATSCO INC	11,817	$5.063M	0.2%	$306.61	+26.4%	COM	942622200
TJX	TJX COS INC NEW	49,200	$4.615M	0.2%	$79.30	+10.0%	COM	872540109
TTD	THE TRADE DESK INC	62,711	$4.513M	0.2%	$63.69	+15.3%	COM CL A	88339J105
ADI	ANALOG DEVICES INC	22,384	$4.445M	0.2%	$173.30	-0.6%	COM	032654105
CPRT	COPART INC	89,695	$4.395M	0.2%	$40.73	+16.0%	COM	217204106
ISRG	INTUITIVE SURGICAL INC	12,999	$4.385M	0.2%	$304.18	-2.0%	COM NEW	46120E602
LULU	LULULEMON ATHLETICA INC	8,311	$4.249M	0.2%	$365.48	+18.2%	COM	550021109
REGN	REGENERON PHARMACEUTICALS	4,722	$4.147M	0.2%	$673.11	+21.7%	COM	75886F107
AMP	AMERIPRISE FINL INC	10,434	$3.963M	0.2%	$331.62	+0.6%	COM	03076C106
NYT	NEW YORK TIMES CO	80,715	$3.954M	0.2%	$38.23	+12.5%	CL A	650111107
WAB	WABTEC	29,669	$3.765M	0.2%	$103.04	+8.4%	COM	929740108
ILMN	ILLUMINA INC	25,829	$3.596M	0.1%	$191.73	-39.8%	COM	452327109
—	ARISTA NETWORKS INC	15,188	$3.577M	0.1%	$235.51	—	COM	040413106
MDLZ	MONDELEZ INTL INC	49,147	$3.56M	0.1%	$61.56	+4.5%	CL A	609207105
SNPS	SYNOPSYS INC	6,909	$3.558M	0.1%	$377.58	+35.4%	COM	871607107
—	BLACKROCK INC	4,354	$3.535M	0.1%	$730.77	—	COM	09247X101
AXP	AMERICAN EXPRESS CO	18,778	$3.518M	0.1%	$158.06	-0.7%	COM	025816109
CP	CANADIAN PACIFIC KANSAS CITY	44,338	$3.505M	0.1%	$76.85	-6.1%	COM	13646K108
GDDY	GODADDY INC	32,174	$3.416M	0.1%	$76.25	+17.3%	CL A	380237107
SBUX	STARBUCKS CORP	34,334	$3.296M	0.1%	$88.89	+3.7%	COM	855244109
TCOM	TRIP COM GROUP LTD	90,449	$3.257M	0.1%	$34.09	—	ADS	89677Q107
XOM	EXXON MOBIL CORP	32,075	$3.207M	0.1%	$100.20	-2.6%	COM	30231G102
FDX	FEDEX CORP	12,442	$3.147M	0.1%	$232.67	+4.1%	COM	31428X106
DAL	DELTA AIR LINES INC DEL	77,805	$3.13M	0.1%	$35.36	+0.2%	COM NEW	247361702
QCOM	QUALCOMM INC	21,525	$3.113M	0.1%	$116.22	+1.8%	COM	747525103
COP	CONOCOPHILLIPS	25,898	$3.006M	0.1%	$97.59	+12.4%	COM	20825C104
MSI	MOTOROLA SOLUTIONS INC	9,504	$2.976M	0.1%	$244.13	+21.1%	COM NEW	620076307
BMY	BRISTOL-MYERS SQUIBB CO	55,976	$2.872M	0.1%	$56.82	-17.2%	COM	110122108
ALNY	ALNYLAM PHARMACEUTICALS INC	14,644	$2.803M	0.1%	$187.28	-9.0%	COM	02043Q107
BX	BLACKSTONE INC	21,401	$2.802M	0.1%	$95.25	+7.2%	COM	09260D107
BKR	BAKER HUGHES COMPANY	81,580	$2.788M	0.1%	$28.29	+14.8%	CL A	05722G100
ARES	ARES MANAGEMENT CORPORATION	23,100	$2.747M	0.1%	$80.81	+26.8%	CL A COM STK	03990B101
NOW	SERVICENOW INC	3,836	$2.71M	0.1%	$108.10	+16.6%	COM	81762P102
WAT	WATERS CORP	8,208	$2.702M	0.1%	$294.13	-6.1%	COM	941848103
MCHP	MICROCHIP TECHNOLOGY INC.	29,910	$2.697M	0.1%	$75.28	+2.2%	COM	595017104
ABT	ABBOTT LABS	24,386	$2.684M	0.1%	$103.26	-7.0%	COM	002824100
CTAS	CINTAS CORP	4,441	$2.676M	0.1%	$114.89	+14.6%	COM	172908105
IDXX	IDEXX LABS INC	4,728	$2.624M	0.1%	$514.72	-8.8%	COM	45168D104
ELV	ELEVANCE HEALTH INC	5,445	$2.568M	0.1%	$443.54	+0.7%	COM	036752103
MCO	MOODYS CORP	6,516	$2.545M	0.1%	$328.33	+4.1%	COM	615369105
CVX	CHEVRON CORP NEW	16,901	$2.521M	0.1%	$146.43	-5.9%	COM	166764100
VALE	VALE S A	158,479	$2.513M	0.1%	$15.13	—	SPONSORED ADS	91912E105
DCI	DONALDSON INC	38,134	$2.492M	0.1%	$59.07	-0.5%	COM	257651109
CGNX	COGNEX CORP	57,839	$2.414M	0.1%	$46.36	-18.6%	COM	192422103
ONC	BEIGENE LTD	13,316	$2.402M	0.1%	$188.51	—	SPONSORED ADR	07725L102
YETI	YETI HLDGS INC	46,299	$2.397M	0.1%	$44.31	0.0%	COM	98585X104
AME	AMETEK INC	14,496	$2.39M	0.1%	$148.29	+1.4%	COM	031100100
PAYX	PAYCHEX INC	19,605	$2.335M	0.1%	$109.44	+1.5%	COM	704326107
WRBY	WARBY PARKER INC	164,861	$2.325M	0.1%	$15.40	-19.0%	CL A COM	93403J106
QSR	RESTAURANT BRANDS INTL INC	29,687	$2.319M	0.1%	$66.42	+4.7%	COM	76131D103
ITT	ITT INC	19,411	$2.316M	0.1%	$97.04	+8.3%	COM	45073V108
TXG	10X GENOMICS INC	41,369	$2.315M	0.1%	$76.28	-43.0%	CL A COM	88025U109
NUE	NUCOR CORP	13,226	$2.302M	0.1%	$148.11	+3.5%	COM	670346105
NDSN	NORDSON CORP	8,713	$2.302M	0.1%	$223.72	+0.7%	COM	655663102
DLR	DIGITAL RLTY TR INC	17,100	$2.301M	0.1%	$120.61	0.0%	COM	253868103
RYAAY	RYANAIR HOLDINGS PLC	17,246	$2.3M	0.1%	$101.42	—	SPONSORED ADS	783513203
PFE	PFIZER INC	79,196	$2.28M	0.1%	$36.51	-27.7%	COM	717081103
BAC	BANK AMERICA CORP	67,187	$2.262M	0.1%	$29.36	-6.0%	COM	060505104
IBN	ICICI BANK LIMITED	93,824	$2.237M	0.1%	$21.70	—	ADR	45104G104
SPGI	S&P GLOBAL INC	5,040	$2.22M	0.1%	$372.83	+4.1%	COM	78409V104
ADBE	ADOBE INC	3,651	$2.178M	0.1%	$524.63	+9.9%	COM	00724F101
NVR	NVR INC	311	$2.177M	0.1%	$5854.09	+5.4%	COM	62944T105
AMX	AMERICA MOVIL SAB DE CV	115,594	$2.141M	0.1%	$20.55	—	SPON ADS RP CL B	02390A101
EXAS	EXACT SCIENCES CORP	28,937	$2.141M	0.1%	$88.97	-26.3%	COM	30063P105
ABNB	AIRBNB INC	15,024	$2.045M	0.1%	$122.48	+5.3%	COM CL A	009066101
LEN	LENNAR CORP	13,539	$2.018M	0.1%	$104.24	+12.1%	CL A	526057104
MNST	MONSTER BEVERAGE CORP NEW	34,315	$1.977M	0.1%	$55.75	-4.1%	COM	61174X109
EFX	EQUIFAX INC	7,917	$1.958M	0.1%	$217.99	-8.3%	COM	294429105
MSA	MSA SAFETY INC	11,583	$1.956M	0.1%	$162.61	0.0%	COM	553498106
ON	ON SEMICONDUCTOR CORP	22,673	$1.894M	0.1%	$75.32	+4.3%	COM	682189105
IBKR	INTERACTIVE BROKERS GROUP IN	22,200	$1.84M	0.1%	$20.21	0.0%	COM CL A	45841N107
EXPD	EXPEDITORS INTL WASH INC	14,449	$1.838M	0.1%	$114.78	-0.1%	COM	302130109
ABBV	ABBVIE INC	11,700	$1.813M	0.1%	$135.45	+0.2%	COM	00287Y109
HLT	HILTON WORLDWIDE HLDGS INC	9,838	$1.791M	0.1%	$139.66	+16.2%	COM	43300A203
GL	GLOBE LIFE INC	14,691	$1.788M	0.1%	$115.50	0.0%	COM	37959E102
HIG	HARTFORD FINL SVCS GROUP INC	22,184	$1.783M	0.1%	$71.42	+1.5%	COM	416515104
SRE	SEMPRA	23,647	$1.767M	0.1%	$67.52	-1.2%	COM	816851109
VOYA	VOYA FINANCIAL INC	23,531	$1.717M	0.1%	$66.16	0.0%	COM	929089100
GS	GOLDMAN SACHS GROUP INC	4,339	$1.674M	0.1%	$315.61	+0.7%	COM	38141G104
EQIX	EQUINIX INC	2,051	$1.652M	0.1%	$691.07	+6.2%	COM	29444U700
MPC	MARATHON PETE CORP	11,100	$1.647M	0.1%	$141.98	0.0%	COM	56585A102
SLB	SCHLUMBERGER LTD	30,655	$1.595M	0.1%	$46.67	+9.7%	COM STK	806857108
BABA	ALIBABA GROUP HLDG LTD	20,576	$1.595M	0.1%	$256.13	—	SPONSORED ADS	01609W102
MS	MORGAN STANLEY	17,091	$1.594M	0.1%	$77.78	-3.8%	COM NEW	617446448
MCK	MCKESSON CORP	3,400	$1.574M	0.1%	$450.30	0.0%	COM	58155Q103
INDA	ISHARES TR	31,835	$1.554M	0.1%	$46.06	—	MSCI INDIA ETF	46429B598
TRMB	TRIMBLE INC	29,205	$1.554M	0.1%	$57.81	-17.5%	COM	896239100
CME	CME GROUP INC	7,365	$1.551M	0.1%	$179.30	+8.6%	COM	12572Q105
YUM	YUM BRANDS INC	11,865	$1.55M	0.1%	$122.75	-2.5%	COM	988498101
PODD	INSULET CORP	7,069	$1.534M	0.1%	$283.07	-39.4%	COM	45784P101
FTV	FORTIVE CORP	20,527	$1.511M	0.1%	$51.23	+2.0%	COM	34959J108
ATR	APTARGROUP INC	12,118	$1.498M	0.1%	$115.53	+5.7%	COM	038336103
BAM	BROOKFIELD ASSET MANAGMT LTD	37,135	$1.492M	0.1%	$29.72	+5.8%	CL A LMT VTG SHS	113004105
DNLI	DENALI THERAPEUTICS INC	68,078	$1.461M	0.1%	$38.03	-47.9%	COM	24823R105
NET	CLOUDFLARE INC	17,504	$1.457M	0.1%	$61.69	+13.4%	CL A COM	18915M107
EA	ELECTRONIC ARTS INC	10,649	$1.457M	0.1%	$130.73	0.0%	COM	285512109
KEYS	KEYSIGHT TECHNOLOGIES INC	9,098	$1.447M	0.1%	$145.20	-6.5%	COM	49338L103
MRNA	MODERNA INC	14,264	$1.419M	0.1%	$166.34	-49.4%	COM	60770K107
TDG	TRANSDIGM GROUP INC	1,397	$1.413M	0.1%	$607.68	+32.1%	COM	893641100
FLR	FLUOR CORP NEW	35,800	$1.402M	0.1%	$36.95	0.0%	COM	343412102
PCG	PG&E CORP	77,700	$1.401M	0.1%	$16.69	0.0%	COM	69331C108
KO	COCA COLA CO	23,734	$1.399M	0.1%	$55.30	-3.7%	COM	191216100
MDB	MONGODB INC	3,400	$1.39M	0.1%	$379.61	-0.1%	CL A	60937P106
DHI	D R HORTON INC	9,045	$1.375M	0.1%	$120.55	0.0%	COM	23331A109
RS	RELIANCE STEEL & ALUMINUM CO	4,914	$1.374M	0.1%	$265.53	0.0%	COM	759509102
BAH	BOOZ ALLEN HAMILTON HLDG COR	10,700	$1.369M	0.1%	$92.96	+28.2%	CL A	099502106
FANG	DIAMONDBACK ENERGY INC	8,774	$1.361M	0.1%	$144.29	0.0%	COM	25278X109
MTD	METTLER TOLEDO INTERNATIONAL	1,108	$1.344M	0.1%	$1344.08	-19.5%	COM	592688105
MSM	MSC INDL DIRECT INC	13,255	$1.342M	0.1%	$93.87	+5.4%	CL A	553530106
SEIC	SEI INVTS CO	21,111	$1.342M	0.1%	$56.19	+0.6%	COM	784117103
TOL	TOLL BROTHERS INC	12,817	$1.317M	0.1%	$67.10	+24.2%	COM	889478103
FISV	FISERV INC	9,756	$1.296M	0.1%	$122.97	-0.2%	COM	337738108
BSX	BOSTON SCIENTIFIC CORP	22,317	$1.29M	0.1%	$50.54	+5.6%	COM	101137107
JBHT	HUNT J B TRANS SVCS INC	6,426	$1.284M	0.1%	$174.81	+3.6%	COM	445658107
UFPI	UFP INDUSTRIES INC	10,169	$1.277M	0.1%	$85.65	+26.1%	COM	90278Q108
PKG	PACKAGING CORP AMER	7,618	$1.241M	0.1%	$148.76	0.0%	COM	695156109
WFC	WELLS FARGO CO NEW	25,200	$1.24M	0.1%	$41.42	-1.0%	COM	949746101
EOG	EOG RES INC	10,203	$1.234M	0.1%	$116.28	-0.6%	COM	26875P101
GGB	GERDAU SA	253,120	$1.228M	0.1%	$5.28	—	SPON ADR REP PFD	373737105
NKE	NIKE INC	11,277	$1.224M	0.1%	$118.40	-13.0%	CL B	654106103
CTVA	CORTEVA INC	25,356	$1.215M	0.0%	$55.43	-16.0%	COM	22052L104
AMG	AFFILIATED MANAGERS GROUP IN	7,854	$1.189M	0.0%	$137.89	-2.6%	COM	008252108
WELL	WELLTOWER INC	13,000	$1.172M	0.0%	$78.14	+6.3%	COM	95040Q104
LSTR	LANDSTAR SYS INC	6,014	$1.165M	0.0%	$192.70	—	COM	515098101
DOV	DOVER CORP	7,551	$1.161M	0.0%	$136.69	0.0%	COM	260003108
UBER	UBER TECHNOLOGIES INC	18,856	$1.161M	0.0%	$52.31	0.0%	COM	90353T100
SWKS	SKYWORKS SOLUTIONS INC	10,286	$1.156M	0.0%	$90.94	0.0%	COM	83088M102
STAA	STAAR SURGICAL CO	36,833	$1.15M	0.0%	$73.18	-50.9%	COM PAR $0.01	852312305
—	KARUNA THERAPEUTICS INC	3,630	$1.149M	0.0%	$316.51	—	COM	48576A100
BPOP	POPULAR INC	13,799	$1.132M	0.0%	$55.46	+20.1%	COM NEW	733174700
MLI	MUELLER INDS INC	23,814	$1.123M	0.0%	$38.20	+3.0%	COM	624756102
GGG	GRACO INC	12,937	$1.122M	0.0%	$75.64	+1.0%	COM	384109104
BZUN	BAOZUN INC	399,018	$1.093M	0.0%	$20.59	—	SPONSORED ADR	06684L103
ADM	ARCHER DANIELS MIDLAND CO	14,999	$1.083M	0.0%	$73.26	-7.5%	COM	039483102
JNJ	JOHNSON & JOHNSON	6,706	$1.051M	0.0%	$149.10	-3.7%	COM	478160104
CELH	CELSIUS HLDGS INC	18,900	$1.03M	0.0%	$54.08	-1.3%	COM NEW	15118V207
NICE	NICE LTD	5,158	$1.029M	0.0%	$194.25	—	SPONSORED ADR	653656108
FAST	FASTENAL CO	15,866	$1.028M	0.0%	$23.48	+22.2%	COM	311900104
UPS	UNITED PARCEL SERVICE INC	6,504	$1.023M	0.0%	$140.36	-4.3%	CL B	911312106
FCX	FREEPORT-MCMORAN INC	23,498	$1M	0.0%	$35.35	+1.6%	CL B	35671D857
AGCO	AGCO CORP	8,204	$996K	0.0%	$114.45	-2.7%	COM	001084102
—	SUPER MICRO COMPUTER INC	3,500	$995K	0.0%	$249.70	—	COM	86800U104
AJG	GALLAGHER ARTHUR J & CO	4,323	$972K	0.0%	$193.70	+20.0%	COM	363576109
CMC	COMMERCIAL METALS CO	19,396	$971K	0.0%	$44.20	0.0%	COM	201723103
CMCSA	COMCAST CORP NEW	21,800	$956K	0.0%	$41.49	-3.4%	CL A	20030N101
CMI	CUMMINS INC	3,866	$926K	0.0%	$216.82	0.0%	COM	231021106
AYI	ACUITY BRANDS INC	4,457	$913K	0.0%	$168.22	+6.8%	COM	00508Y102
ALB	ALBEMARLE CORP	6,292	$909K	0.0%	$214.23	-38.3%	COM	012653101
NFG	NATIONAL FUEL GAS CO	18,091	$908K	0.0%	$52.78	-2.2%	COM	636180101
CHRD	CHORD ENERGY CORPORATION	5,424	$902K	0.0%	$144.27	0.0%	COM NEW	674215207
ADSK	AUTODESK INC	3,592	$875K	0.0%	$210.13	+2.8%	COM	052769106
ETSY	ETSY INC	10,444	$846K	0.0%	$92.77	-22.9%	COM	29786A106
IFF	INTERNATIONAL FLAVORS&FRAGRA	10,263	$831K	0.0%	$100.03	-31.2%	COM	459506101
RDY	DR REDDYS LABS LTD	11,189	$779K	0.0%	$60.12	—	ADR	256135203
GTLS	CHART INDS INC	5,675	$774K	0.0%	$168.15	-19.6%	COM	16115Q308
GE	GENERAL ELECTRIC CO	5,978	$763K	0.0%	$80.38	+13.8%	COM NEW	369604301
SF	STIFEL FINL CORP	10,500	$726K	0.0%	$57.78	+2.6%	COM	860630102
EWBC	EAST WEST BANCORP INC	9,881	$711K	0.0%	$49.50	+14.4%	COM	27579R104
A	AGILENT TECHNOLOGIES INC	5,095	$708K	0.0%	$125.37	-6.5%	COM	00846U101
PTC	PTC INC	3,899	$682K	0.0%	$133.21	+15.1%	COM	69370C100
CBT	CABOT CORP	8,166	$682K	0.0%	$71.14	0.0%	COM	127055101
IR	INGERSOLL RAND INC	8,655	$669K	0.0%	$65.36	+4.4%	COM	45687V106
SNA	SNAP ON INC	2,263	$654K	0.0%	$254.93	0.0%	COM	833034101
CSL	CARLISLE COS INC	2,019	$631K	0.0%	$216.70	+24.0%	COM	142339100
PEG	PUBLIC SVC ENTERPRISE GRP IN	10,267	$628K	0.0%	$56.73	+1.0%	COM	744573106
LKQ	LKQ CORP	12,813	$612K	0.0%	$47.40	-7.8%	COM	501889208
FNB	F N B CORP	42,446	$584K	0.0%	$10.34	+6.6%	COM	302520101
YUMC	YUM CHINA HLDGS INC	13,459	$571K	0.0%	$46.55	0.0%	COM	98850P109
MEDP	MEDPACE HLDGS INC	1,829	$561K	0.0%	$207.72	+30.0%	COM	58506Q109
PAYC	PAYCOM SOFTWARE INC	2,708	$560K	0.0%	$282.46	-26.4%	COM	70432V102
COKE	COCA COLA CONS INC	572	$531K	0.0%	$60.16	+16.6%	COM	191098102
CHE	CHEMED CORP NEW	897	$525K	0.0%	$541.95	+2.4%	COM	16359R103
ESI	ELEMENT SOLUTIONS INC	22,586	$523K	0.0%	$17.79	+10.3%	COM	28618M106
ITW	ILLINOIS TOOL WKS INC	1,992	$522K	0.0%	$227.33	0.0%	COM	452308109
ECL	ECOLAB INC	2,626	$521K	0.0%	$188.44	-6.7%	COM	278865100
ATO	ATMOS ENERGY CORP	4,426	$513K	0.0%	$107.88	-1.7%	COM	049560105
UNP	UNION PAC CORP	2,079	$511K	0.0%	$203.98	+2.6%	COM	907818108
ATKR	ATKORE INC	3,132	$501K	0.0%	$127.10	+4.7%	COM	047649108
CI	THE CIGNA GROUP	1,663	$498K	0.0%	$272.79	+2.9%	COM	125523100
DVN	DEVON ENERGY CORP NEW	10,921	$495K	0.0%	$42.41	0.0%	COM	25179M103
PEP	PEPSICO INC	2,902	$493K	0.0%	$162.75	-5.5%	COM	713448108
FSLR	FIRST SOLAR INC	2,716	$468K	0.0%	$185.60	-17.6%	COM	336433107
PANW	PALO ALTO NETWORKS INC	1,468	$433K	0.0%	$82.93	+61.2%	COM	697435105
SKY	SKYLINE CHAMPION CORPORATION	5,601	$416K	0.0%	$67.94	-7.5%	COM	830830105
WST	WEST PHARMACEUTICAL SVSC INC	1,172	$413K	0.0%	$356.25	-1.2%	COM	955306105
BIIB	BIOGEN INC	1,563	$404K	0.0%	$273.47	-10.2%	COM	09062X103
MU	MICRON TECHNOLOGY INC	4,720	$403K	0.0%	$77.55	-5.1%	COM	595112103
CIEN	CIENA CORP	8,569	$386K	0.0%	$49.25	-10.5%	COM NEW	171779309
FCNCA	FIRST CTZNS BANCSHARES INC N	269	$382K	0.0%	$1145.50	+21.6%	CL A	31946M103
PHM	PULTE GROUP INC	3,636	$375K	0.0%	$83.60	0.0%	COM	745867101
PPG	PPG INDS INC	2,460	$368K	0.0%	$128.87	0.0%	COM	693506107
BMRN	BIOMARIN PHARMACEUTICAL INC	3,810	$367K	0.0%	$96.82	-8.6%	COM	09061G101
APD	AIR PRODS & CHEMS INC	1,340	$367K	0.0%	$258.20	+0.4%	COM	009158106
CSX	CSX CORP	10,573	$367K	0.0%	$30.67	+0.6%	COM	126408103
HOLX	HOLOGIC INC	5,109	$365K	0.0%	$81.04	-14.1%	COM	436440101
CIVI	CIVITAS RESOURCES INC	5,156	$353K	0.0%	$60.71	0.0%	COM NEW	17888H103
FFIV	F5 INC	1,937	$347K	0.0%	$163.14	0.0%	COM	315616102
STLD	STEEL DYNAMICS INC	2,879	$340K	0.0%	$96.23	+12.1%	COM	858119100
—	DISCOVER FINL SVCS	2,850	$320K	0.0%	$112.40	—	COM	254709108
AGNC	AGNC INVT CORP	32,011	$314K	0.0%	$9.81	—	COM	00123Q104
SON	SONOCO PRODS CO	5,576	$312K	0.0%	$49.55	0.0%	COM	835495102
XYL	XYLEM INC	2,505	$286K	0.0%	$102.35	-4.9%	COM	98419M100
GWW	GRAINGER W W INC	308	$255K	0.0%	$708.54	+6.7%	COM	384802104
VLO	VALERO ENERGY CORP	1,895	$246K	0.0%	$119.35	0.0%	COM	91913Y100
MMM	3M CO	2,251	$246K	0.0%	$75.54	0.0%	COM	88579Y101
DXC	DXC TECHNOLOGY CO	9,906	$227K	0.0%	$22.25	0.0%	COM	23355L106
FIX	COMFORT SYS USA INC	1,084	$223K	0.0%	$183.38	0.0%	COM	199908104
—	LAM RESEARCH CORP	272	$213K	0.0%	$783.26	—	COM	512807108
SYK	STRYKER CORPORATION	705	$211K	0.0%	$280.01	-1.8%	COM	863667101
TMHC	TAYLOR MORRISON HOME CORP	3,889	$207K	0.0%	$44.70	0.0%	COM	87724P106