Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MSFT	MICROSOFT CORP	371,940	$117M	6.0%	—	—	COM	594918104
AAPL	APPLE INC	594,305	$102M	5.2%	—	—	COM	037833100
NVDA	NVIDIA CORPORATION	198,838	$86.49M	4.4%	—	—	COM	67066G104
MA	MASTERCARD INCORPORATED	171,657	$67.96M	3.5%	—	—	CL A	57636Q104
GOOGL	ALPHABET INC	514,420	$67.32M	3.4%	—	—	CAP STK CL A	02079K305
NOW	SERVICENOW INC	109,630	$61.28M	3.1%	—	—	COM	81762P102
AMZN	AMAZON COM INC	442,850	$56.3M	2.9%	—	—	COM	023135106
META	META PLATFORMS INC	164,899	$49.5M	2.5%	—	—	CL A	30303M102
XLI	SELECT SECTOR SPDR TR	447,010	$45.32M	2.3%	—	—	SBI INT-INDS	81369Y704
LLY	LILLY ELI & CO	81,085	$43.55M	2.2%	—	—	COM	532457108
V	VISA INC	183,775	$42.27M	2.2%	—	—	COM CL A	92826C839
DXCM	DEXCOM INC	451,050	$42.08M	2.1%	—	—	COM	252131107
LVS	LAS VEGAS SANDS CORP	883,409	$40.5M	2.1%	—	—	COM	517834107
LULU	LULULEMON ATHLETICA INC	101,048	$38.97M	2.0%	—	—	COM	550021109
SLB	SCHLUMBERGER LTD	643,850	$37.54M	1.9%	—	—	COM STK	806857108
SYK	STRYKER CORPORATION	125,440	$34.28M	1.7%	—	—	COM	863667101
—	LAM RESEARCH CORP	53,495	$33.53M	1.7%	—	—	COM	512807108
ISRG	INTUITIVE SURGICAL INC	101,980	$29.81M	1.5%	—	—	COM NEW	46120E602
ADBE	ADOBE SYSTEMS INCORPORATED	55,045	$28.07M	1.4%	—	—	COM	00724F101
ASML	ASML HOLDING N V	43,310	$25.49M	1.3%	—	—	N Y REGISTRY SHS	N07059210
EEM	ISHARES TR	662,100	$25.13M	1.3%	—	—	MSCI EMG MKT ETF	464287234
EFA	ISHARES TR	364,410	$25.12M	1.3%	—	—	MSCI EAFE ETF	464287465
XOP	SPDR SER TR	160,370	$23.72M	1.2%	—	—	S&P OILGAS EXP	78468R556
MSCI	MSCI INC	36,465	$18.71M	1.0%	—	—	COM	55354G100
DE	DEERE & CO	36,770	$13.88M	0.7%	—	—	COM	244199105
AMD	ADVANCED MICRO DEVICES INC	134,740	$13.85M	0.7%	—	—	COM	007903107
XRT	SPDR SER TR	221,940	$13.51M	0.7%	—	—	S&P RETAIL ETF	78464A714
EWJ	ISHARES INC	222,650	$13.42M	0.7%	—	—	MSCI JPN ETF NEW	46434G822
FTI	TECHNIPFMC PLC	613,760	$12.48M	0.6%	—	—	COM	G87110105
BA	BOEING CO	53,620	$10.28M	0.5%	—	—	COM	097023105
APG	API GROUP CORP	395,743	$10.26M	0.5%	—	—	COM STK	00187Y100
XHB	SPDR SER TR	132,200	$10.12M	0.5%	—	—	S&P HOMEBUILD	78464A888
MANH	MANHATTAN ASSOCIATES INC	48,200	$9.527M	0.5%	—	—	COM	562750109
RMBS	RAMBUS INC DEL	168,760	$9.415M	0.5%	—	—	COM	750917106
UNH	UNITEDHEALTH GROUP INC	18,080	$9.116M	0.5%	—	—	COM	91324P102
XOM	EXXON MOBIL CORP	77,480	$9.11M	0.5%	—	—	COM	30231G102
ALGN	ALIGN TECHNOLOGY INC	29,300	$8.946M	0.5%	—	—	COM	016255101
—	SUPER MICRO COMPUTER INC	32,320	$8.863M	0.5%	—	—	COM	86800U104
CELH	CELSIUS HLDGS INC	50,900	$8.734M	0.4%	—	—	COM NEW	15118V207
MS	MORGAN STANLEY	105,960	$8.654M	0.4%	—	—	COM NEW	617446448
PSN	PARSONS CORP DEL	157,700	$8.571M	0.4%	—	—	COM	70202L102
ATI	ATI INC	206,700	$8.506M	0.4%	—	—	COM	01741R102
RIO	RIO TINTO PLC	130,970	$8.335M	0.4%	—	—	SPONSORED ADR	767204100
PNR	PENTAIR PLC	121,780	$7.885M	0.4%	—	—	SHS	G7S00T104
TJX	TJX COS INC NEW	87,660	$7.791M	0.4%	—	—	COM	872540109
BCO	BRINKS CO	106,440	$7.732M	0.4%	—	—	COM	109696104
GTLS	CHART INDS INC	44,970	$7.605M	0.4%	—	—	COM	16115Q308
JPM	JPMORGAN CHASE & CO	51,730	$7.502M	0.4%	—	—	COM	46625H100
FLYW	FLYWIRE CORPORATION	224,690	$7.165M	0.4%	—	—	COM VTG	302492103
—	DIAMOND OFFSHORE DRILLING IN	486,610	$7.143M	0.4%	—	—	COM	25271C201
TTEK	TETRA TECH INC NEW	46,050	$7.001M	0.4%	—	—	COM	88162G103
MYRG	MYR GROUP INC DEL	51,250	$6.906M	0.4%	—	—	COM	55405W104
PCOR	PROCORE TECHNOLOGIES INC	104,420	$6.821M	0.3%	—	—	COM	74275K108
—	CELESTICA INC	275,370	$6.752M	0.3%	—	—	SUB VTG SHS	15101Q108
EVR	EVERCORE INC	48,260	$6.654M	0.3%	—	—	CLASS A	29977A105
CXT	CRANE NXT CO	118,650	$6.593M	0.3%	—	—	COM	224441105
ACWX	ISHARES TR	139,850	$6.574M	0.3%	—	—	MSCI ACWI EX US	464288240
SAIA	SAIA INC	16,440	$6.554M	0.3%	—	—	COM	78709Y105
VRNS	VARONIS SYS INC	213,330	$6.515M	0.3%	—	—	COM	922280102
ONTO	ONTO INNOVATION INC	50,840	$6.483M	0.3%	—	—	COM	683344105
IBP	INSTALLED BLDG PRODS INC	50,450	$6.301M	0.3%	—	—	COM	45780R101
MEDP	MEDPACE HLDGS INC	25,780	$6.242M	0.3%	—	—	COM	58506Q109
FIX	COMFORT SYS USA INC	36,140	$6.159M	0.3%	—	—	COM	199908104
OPCH	OPTION CARE HEALTH INC	190,260	$6.155M	0.3%	—	—	COM NEW	68404L201
—	SUMMIT MATLS INC	197,396	$6.147M	0.3%	—	—	CL A	86614U100
TREX	TREX CO INC	97,390	$6.002M	0.3%	—	—	COM	89531P105
XPO	XPO INC	79,620	$5.944M	0.3%	—	—	COM	983793100
—	CHAMPIONX CORPORATION	166,360	$5.926M	0.3%	—	—	COM	15872M104
LNWO	LIGHT & WONDER INC	81,410	$5.807M	0.3%	—	—	COM	80874P109
RELY	REMITLY GLOBAL INC	228,010	$5.75M	0.3%	—	—	COM	75960P104
STRL	STERLING INFRASTRUCTURE INC	77,684	$5.708M	0.3%	—	—	COM	859241101
AR	ANTERO RESOURCES CORP	222,480	$5.647M	0.3%	—	—	COM	03674X106
HAS	HASBRO INC	84,480	$5.588M	0.3%	—	—	COM	418056107
CWAN	CLEARWATER ANALYTICS HLDGS I	288,590	$5.581M	0.3%	—	—	CL A	185123106
YELP	YELP INC	133,260	$5.542M	0.3%	—	—	CL A	985817105
WWD	WOODWARD INC	44,540	$5.535M	0.3%	—	—	COM	980745103
GKOS	GLAUKOS CORP	72,320	$5.442M	0.3%	—	—	COM	377322102
PHM	PULTE GROUP INC	73,060	$5.41M	0.3%	—	—	COM	745867101
DV	DOUBLEVERIFY HLDGS INC	193,080	$5.397M	0.3%	—	—	COM	25862V105
CMPR	CIMPRESS PLC	76,510	$5.356M	0.3%	—	—	SHS EURO	G2143T103
FRSH	FRESHWORKS INC	267,520	$5.329M	0.3%	—	—	CLASS A COM	358054104
ET	ENERGY TRANSFER L P	378,840	$5.315M	0.3%	—	—	COM UT LTD PTN	29273V100
—	SMART GLOBAL HLDGS INC	214,930	$5.234M	0.3%	—	—	SHS	G8232Y101
ZWS	ZURN ELKAY WATER SOLNS CORP	186,738	$5.232M	0.3%	—	—	COM	98983L108
EHC	ENCOMPASS HEALTH CORP	77,070	$5.176M	0.3%	—	—	COM	29261A100
ACVA	ACV AUCTIONS INC	340,268	$5.165M	0.3%	—	—	COM CL A	00091G104
HQY	HEALTHEQUITY INC	70,690	$5.164M	0.3%	—	—	COM	42226A107
COCO	VITA COCO CO INC	196,297	$5.112M	0.3%	—	—	COM	92846Q107
HURN	HURON CONSULTING GROUP INC	48,820	$5.085M	0.3%	—	—	COM	447462102
THC	TENET HEALTHCARE CORP	76,380	$5.033M	0.3%	—	—	COM NEW	88033G407
FN	FABRINET	30,200	$5.032M	0.3%	—	—	SHS	G3323L100
TENB	TENABLE HLDGS INC	112,190	$5.026M	0.3%	—	—	COM	88025T102
VCEL	VERICEL CORP	148,160	$4.966M	0.3%	—	—	COM	92346J108
BRBR	BELLRING BRANDS INC	119,870	$4.942M	0.3%	—	—	COMMON STOCK	07831C103
WIX	WIX COM LTD	53,790	$4.938M	0.3%	—	—	SHS	M98068105
ATEC	ALPHATEC HLDGS INC	376,370	$4.882M	0.2%	—	—	COM NEW	02081G201
HALO	HALOZYME THERAPEUTICS INC	127,750	$4.88M	0.2%	—	—	COM	40637H109
APPF	APPFOLIO INC	26,710	$4.878M	0.2%	—	—	COM CL A	03783C100
ORCL	ORACLE CORP	46,040	$4.877M	0.2%	—	—	COM	68389X105
—	ALTAIR ENGR INC	77,950	$4.877M	0.2%	—	—	COM CL A	021369103
AVAV	AEROVIRONMENT INC	43,370	$4.837M	0.2%	—	—	COM	008073108
VC	VISTEON CORP	34,840	$4.81M	0.2%	—	—	COM NEW	92839U206
CSX	CSX CORP	155,610	$4.785M	0.2%	—	—	COM	126408103
CRS	CARPENTER TECHNOLOGY CORP	70,790	$4.758M	0.2%	—	—	COM	144285103
ROK	ROCKWELL AUTOMATION INC	16,600	$4.745M	0.2%	—	—	COM	773903109
ITRI	ITRON INC	76,610	$4.641M	0.2%	—	—	COM	465741106
MPLX	MPLX LP	129,642	$4.611M	0.2%	—	—	COM UNIT REP LTD	55336V100
PAA	PLAINS ALL AMERN PIPELINE L	300,609	$4.605M	0.2%	—	—	UNIT LTD PARTN	726503105
ACLS	AXCELIS TECHNOLOGIES INC	27,890	$4.547M	0.2%	—	—	COM NEW	054540208
PJT	PJT PARTNERS INC	55,236	$4.388M	0.2%	—	—	COM CL A	69343T107
NE	NOBLE CORP PLC	85,740	$4.343M	0.2%	—	—	ORD SHS A	G65431127
CASY	CASEYS GEN STORES INC	15,980	$4.339M	0.2%	—	—	COM	147528103
KBR	KBR INC	73,226	$4.316M	0.2%	—	—	COM	48242W106
ARRY	ARRAY TECHNOLOGIES INC	194,229	$4.31M	0.2%	—	—	COM SHS	04271T100
BYD	BOYD GAMING CORP	68,910	$4.192M	0.2%	—	—	COM	103304101
JLL	JONES LANG LASALLE INC	29,500	$4.165M	0.2%	—	—	COM	48020Q107
AVNT	AVIENT CORPORATION	117,260	$4.142M	0.2%	—	—	COM	05368V106
—	PROS HOLDINGS INC	117,200	$4.057M	0.2%	—	—	COM	74346Y103
RGEN	REPLIGEN CORP	25,360	$4.032M	0.2%	—	—	COM	759916109
—	BARRICK GOLD CORP	276,340	$4.021M	0.2%	—	—	COM	067901108
MMS	MAXIMUS INC	53,340	$3.983M	0.2%	—	—	COM	577933104
FLR	FLUOR CORP NEW	108,430	$3.979M	0.2%	—	—	COM	343412102
ANIP	ANI PHARMACEUTICALS INC	67,020	$3.891M	0.2%	—	—	COM	00182C103
GNTX	GENTEX CORP	119,280	$3.881M	0.2%	—	—	COM	371901109
CIVI	CIVITAS RESOURCES INC	47,720	$3.859M	0.2%	—	—	COM NEW	17888H103
—	INTRA-CELLULAR THERAPIES INC	73,900	$3.849M	0.2%	—	—	COM	46116X101
MAS	MASCO CORP	71,800	$3.838M	0.2%	—	—	COM	574599106
DFIN	DONNELLEY FINL SOLUTIONS INC	66,980	$3.77M	0.2%	—	—	COM	25787G100
OXY	OCCIDENTAL PETE CORP	57,615	$3.738M	0.2%	—	—	COM	674599105
KTB	KONTOOR BRANDS INC	84,770	$3.722M	0.2%	—	—	COM	50050N103
KNX	KNIGHT-SWIFT TRANSN HLDGS IN	70,060	$3.514M	0.2%	—	—	CL A	499049104
CSTM	CONSTELLIUM SE	191,780	$3.49M	0.2%	—	—	CL A SHS	F21107101
WES	WESTERN MIDSTREAM PARTNERS L	126,800	$3.453M	0.2%	—	—	COM UNIT LP INT	958669103
SGRY	SURGERY PARTNERS INC	116,020	$3.394M	0.2%	—	—	COM	86881A100
MTSI	MACOM TECH SOLUTIONS HLDGS I	40,530	$3.306M	0.2%	—	—	COM	55405Y100
GDYN	GRID DYNAMICS HLDGS INC	271,040	$3.301M	0.2%	—	—	CL A	39813G109
MTDR	MATADOR RES CO	54,700	$3.254M	0.2%	—	—	COM	576485205
SIBN	SI-BONE INC	153,042	$3.251M	0.2%	—	—	COM	825704109
GENI	GENIUS SPORTS LIMITED	589,010	$3.139M	0.2%	—	—	SHARES CL A	G3934V109
FANG	DIAMONDBACK ENERGY INC	19,965	$3.092M	0.2%	—	—	COM	25278X109
—	EQUITRANS MIDSTREAM CORP	317,860	$2.978M	0.2%	—	—	COM	294600101
—	HESS CORP	19,170	$2.933M	0.1%	—	—	COM	42809H107
ETN	EATON CORP PLC	13,575	$2.895M	0.1%	—	—	SHS	G29183103
PCVX	VAXCYTE INC	56,630	$2.887M	0.1%	—	—	COM	92243G108
VCYT	VERACYTE INC	127,090	$2.838M	0.1%	—	—	COM	92337F107
FND	FLOOR & DECOR HLDGS INC	30,260	$2.739M	0.1%	—	—	CL A	339750101
FORM	FORMFACTOR INC	77,160	$2.696M	0.1%	—	—	COM	346375108
ALSN	ALLISON TRANSMISSION HLDGS I	45,570	$2.691M	0.1%	—	—	COM	01973R101
EVLV	EVOLV TECHNOLOGIES HLDNGS IN	544,088	$2.644M	0.1%	—	—	COM CL A	30049H102
W	WAYFAIR INC	43,410	$2.629M	0.1%	—	—	CL A	94419L101
PBF	PBF ENERGY INC	49,050	$2.626M	0.1%	—	—	CL A	69318G106
EPD	ENTERPRISE PRODS PARTNERS L	93,321	$2.554M	0.1%	—	—	COM	293792107
—	SOUTHWESTERN ENERGY CO	388,800	$2.508M	0.1%	—	—	COM	845467109
MPC	MARATHON PETE CORP	16,539	$2.503M	0.1%	—	—	COM	56585A102
VLO	VALERO ENERGY CORP	17,440	$2.471M	0.1%	—	—	COM	91913Y100
GLD	SPDR GOLD TR	14,125	$2.422M	0.1%	—	—	GOLD SHS	78463V107
CVX	CHEVRON CORP NEW	14,062	$2.371M	0.1%	—	—	COM	166764100
GIII	G III APPAREL GROUP LTD	95,140	$2.371M	0.1%	—	—	COM	36237H101
MUR	MURPHY OIL CORP	51,820	$2.35M	0.1%	—	—	COM	626717102
LGND	LIGAND PHARMACEUTICALS INC	39,182	$2.348M	0.1%	—	—	COM NEW	53220K504
LNG	CHENIERE ENERGY INC	13,696	$2.273M	0.1%	—	—	COM NEW	16411R208
ITB	ISHARES TR	28,950	$2.272M	0.1%	—	—	US HOME CONS ETF	464288752
KNSL	KINSALE CAP GROUP INC	5,460	$2.261M	0.1%	—	—	COM	49714P108
RIG	TRANSOCEAN LTD	257,750	$2.116M	0.1%	—	—	REG SHS	H8817H100
MGY	MAGNOLIA OIL & GAS CORP	83,830	$1.921M	0.1%	—	—	CL A	559663109
TSM	TAIWAN SEMICONDUCTOR MFG LTD	20,530	$1.784M	0.1%	—	—	SPONSORED ADS	874039100
IRDM	IRIDIUM COMMUNICATIONS INC	35,540	$1.617M	0.1%	—	—	COM	46269C102
EQT	EQT CORP	39,050	$1.585M	0.1%	—	—	COM	26884L109
COST	COSTCO WHSL CORP NEW	2,800	$1.582M	0.1%	—	—	COM	22160K105
TRGP	TARGA RES CORP	18,020	$1.545M	0.1%	—	—	COM	87612G101
EXP	EAGLE MATLS INC	9,220	$1.535M	0.1%	—	—	COM	26969P108
THRM	GENTHERM INC	27,370	$1.485M	0.1%	—	—	COM	37253A103
IWP	ISHARES TR	16,000	$1.462M	0.1%	—	—	RUS MD CP GR ETF	464287481
LBRT	LIBERTY ENERGY INC	78,490	$1.454M	0.1%	—	—	COM CL A	53115L104
ESI	ELEMENT SOLUTIONS INC	72,720	$1.426M	0.1%	—	—	COM	28618M106
—	ENLINK MIDSTREAM LLC	116,310	$1.421M	0.1%	—	—	COM UNIT REP LTD	29336T100
CQP	CHENIERE ENERGY PARTNERS LP	26,124	$1.416M	0.1%	—	—	COM UNIT	16411Q101
—	IMMUNOGEN INC	88,490	$1.404M	0.1%	—	—	COM	45253H101
SHLS	SHOALS TECHNOLOGIES GROUP IN	76,230	$1.391M	0.1%	—	—	CL A	82489W107
RACE	FERRARI N V	4,620	$1.365M	0.1%	—	—	COM	N3167Y103
KRYS	KRYSTAL BIOTECH INC	11,420	$1.325M	0.1%	—	—	COM	501147102
LECO	LINCOLN ELEC HLDGS INC	6,700	$1.218M	0.1%	—	—	COM	533900106
—	ANSYS INC	4,040	$1.202M	0.1%	—	—	COM	03662Q105
PEN	PENUMBRA INC	4,718	$1.141M	0.1%	—	—	COM	70975L107
JBHT	HUNT J B TRANS SVCS INC	5,660	$1.067M	0.1%	—	—	COM	445658107
—	VIPER ENERGY PARTNERS LP	37,825	$1.055M	0.1%	—	—	COM UNT RP INT	92763M105
PWR	QUANTA SVCS INC	5,450	$1.02M	0.1%	—	—	COM	74762E102
IWD	ISHARES TR	6,400	$972K	0.0%	—	—	RUS 1000 VAL ETF	464287598
MUSA	MURPHY USA INC	2,790	$953K	0.0%	—	—	COM	626755102
OKE	ONEOK INC NEW	14,880	$944K	0.0%	—	—	COM	682680103
HESM	HESS MIDSTREAM LP	32,345	$942K	0.0%	—	—	CL A SHS	428103105
RYAN	RYAN SPECIALTY HOLDINGS INC	19,100	$924K	0.0%	—	—	CL A	78351F107
GOOG	ALPHABET INC	7,000	$923K	0.0%	—	—	CAP STK CL C	02079K107
DKS	DICKS SPORTING GOODS INC	8,440	$916K	0.0%	—	—	COM	253393102
LPLA	LPL FINL HLDGS INC	3,675	$873K	0.0%	—	—	COM	50212V100
WMB	WILLIAMS COS INC	25,570	$861K	0.0%	—	—	COM	969457100
ICLR	ICON PLC	3,240	$798K	0.0%	—	—	SHS	G4705A100
DT	DYNATRACE INC	17,020	$795K	0.0%	—	—	COM NEW	268150109
QCOM	QUALCOMM INC	6,950	$772K	0.0%	—	—	COM	747525103
HDB	HDFC BANK LTD	13,030	$769K	0.0%	—	—	SPONSORED ADS	40415F101
TS	TENARIS S A	23,910	$756K	0.0%	—	—	SPONSORED ADS	88031M109
AROC	ARCHROCK INC	59,530	$750K	0.0%	—	—	COM	03957W106
—	NUSTAR ENERGY LP	40,650	$709K	0.0%	—	—	UNIT COM	67058H102
GEL	GENESIS ENERGY L P	68,690	$709K	0.0%	—	—	UNIT LTD PARTN	371927104
TSLA	TESLA INC	2,800	$701K	0.0%	—	—	COM	88160R101
HD	HOME DEPOT INC	2,300	$695K	0.0%	—	—	COM	437076102
ENTG	ENTEGRIS INC	7,310	$686K	0.0%	—	—	COM	29362U104
CME	CME GROUP INC	3,400	$681K	0.0%	—	—	COM	12572Q105
GLOB	GLOBANT S A	3,430	$679K	0.0%	—	—	COM	L44385109
BIDU	BAIDU INC	4,960	$666K	0.0%	—	—	SPON ADR REP A	056752108
TDG	TRANSDIGM GROUP INC	770	$649K	0.0%	—	—	COM	893641100
—	WNS HLDGS LTD	9,360	$641K	0.0%	—	—	SPON ADR	92932M101
BSY	BENTLEY SYS INC	12,640	$634K	0.0%	—	—	COM CL B	08265T208
AM	ANTERO MIDSTREAM CORP	50,230	$602K	0.0%	—	—	COM	03676B102
BEKE	KE HLDGS INC	37,500	$582K	0.0%	—	—	SPONSORED ADS	482497104
AXON	AXON ENTERPRISE INC	2,900	$577K	0.0%	—	—	COM	05464C101
PG	PROCTER AND GAMBLE CO	3,800	$554K	0.0%	—	—	COM	742718109
RRX	REGAL REXNORD CORPORATION	3,850	$550K	0.0%	—	—	COM	758750103
APP	APPLOVIN CORP	13,410	$536K	0.0%	—	—	COM CL A	03831W108
STE	STERIS PLC	2,380	$522K	0.0%	—	—	SHS USD	G8473T100
SCHW	SCHWAB CHARLES CORP	9,360	$514K	0.0%	—	—	COM	808513105
TOST	TOAST INC	27,120	$508K	0.0%	—	—	CL A	888787108
PCAR	PACCAR INC	5,774	$491K	0.0%	—	—	COM	693718108
TER	TERADYNE INC	4,750	$477K	0.0%	—	—	COM	880770102
SBUX	STARBUCKS CORP	4,620	$422K	0.0%	—	—	COM	855244109
GILD	GILEAD SCIENCES INC	5,332	$400K	0.0%	—	—	COM	375558103
AXP	AMERICAN EXPRESS CO	2,675	$399K	0.0%	—	—	COM	025816109
SUN	SUNOCO LP/SUNOCO FIN CORP	7,390	$362K	0.0%	—	—	COM UT REP LP	86765K109
CTAS	CINTAS CORP	740	$356K	0.0%	—	—	COM	172908105
CAT	CATERPILLAR INC	1,290	$352K	0.0%	—	—	COM	149123101
FCX	FREEPORT-MCMORAN INC	9,110	$340K	0.0%	—	—	CL B	35671D857
TECH	BIO-TECHNE CORP	4,690	$319K	0.0%	—	—	COM	09073M104
POOL	POOL CORP	830	$296K	0.0%	—	—	COM	73278L105
CMI	CUMMINS INC	1,240	$283K	0.0%	—	—	COM	231021106
FDX	FEDEX CORP	1,000	$265K	0.0%	—	—	COM	31428X106
VRTX	VERTEX PHARMACEUTICALS INC	730	$254K	0.0%	—	—	COM	92532F100
FISV	FISERV INC	2,000	$226K	0.0%	—	—	COM	337738108
BWA	BORGWARNER INC	5,574	$225K	0.0%	—	—	COM	099724106
ENPH	ENPHASE ENERGY INC	1,820	$219K	0.0%	—	—	COM	29355A107
PFE	PFIZER INC	6,500	$216K	0.0%	—	—	COM	717081103
NKE	NIKE INC	2,000	$191K	0.0%	—	—	CL B	654106103
KO	COCA COLA CO	3,397	$190K	0.0%	—	—	COM	191216100
FAST	FASTENAL CO	3,460	$189K	0.0%	—	—	COM	311900104
DTM	DT MIDSTREAM INC	3,570	$189K	0.0%	—	—	COMMON STOCK	23345M107
BHP	BHP GROUP LTD	3,240	$184K	0.0%	—	—	SPONSORED ADS	088606108
ITW	ILLINOIS TOOL WKS INC	770	$177K	0.0%	—	—	COM	452308109
XIFR	NEXTERA ENERGY PARTNERS LP	5,910	$176K	0.0%	—	—	COM UNIT PART IN	65341B106
FAN	FIRST TR EXCHANGE-TRADED FD	10,962	$159K	0.0%	—	—	GBL WND ENRG ETF	33736G106
C	CITIGROUP INC	3,844	$158K	0.0%	—	—	COM NEW	172967424
SEDG	SOLAREDGE TECHNOLOGIES INC	1,080	$140K	0.0%	—	—	COM	83417M104
TAN	INVESCO EXCH TRADED FD TR II	2,660	$138K	0.0%	—	—	SOLAR ETF	46138G706
TRMB	TRIMBLE INC	2,160	$116K	0.0%	—	—	COM	896239100
DAR	DARLING INGREDIENTS INC	2,170	$113K	0.0%	—	—	COM	237266101
IWO	ISHARES TR	500	$112K	0.0%	—	—	RUS 2000 GRW ETF	464287648
MOG/A	MOOG INC	860	$97,146	0.0%	—	—	CL A	615394202
NEE	NEXTERA ENERGY INC	1,560	$89,372	0.0%	—	—	COM	65339F101
INTC	INTEL CORP	2,200	$78,210	0.0%	—	—	COM	458140100
RUN	SUNRUN INC	5,890	$73,978	0.0%	—	—	COM	86771W105
MCHP	MICROCHIP TECHNOLOGY INC.	720	$56,196	0.0%	—	—	COM	595017104
RPM	RPM INTL INC	580	$54,990	0.0%	—	—	COM	749685103
BLDP	BALLARD PWR SYS INC NEW	14,890	$54,646	0.0%	—	—	COM	058586108
NFE	NEW FORTRESS ENERGY INC	1,465	$48,023	0.0%	—	—	COM CL A	644393100
LUV	SOUTHWEST AIRLS CO	1,560	$42,229	0.0%	—	—	COM	844741108
PAYX	PAYCHEX INC	360	$41,519	0.0%	—	—	COM	704326107
MDT	MEDTRONIC PLC	480	$37,613	0.0%	—	—	SHS	G5960L103
—	STERICYCLE INC	770	$34,427	0.0%	—	—	COM	858912108
PHIN	PHINIA INC	1,114	$29,844	0.0%	—	—	COMMON STOCK	71880K101
WDS	WOODSIDE ENERGY GROUP LTD	1,171	$27,273	0.0%	—	—	SPONSORED ADR	980228308
SEE	SEALED AIR CORP NEW	720	$23,659	0.0%	—	—	COM	81211K100
FFIV	F5 INC	140	$22,560	0.0%	—	—	COM	315616102
PRAA	PRA GROUP INC	1,150	$22,092	0.0%	—	—	COM	69354N106
UAA	UNDER ARMOUR INC	1,340	$9,179	0.0%	—	—	CL A	904311107
UA	UNDER ARMOUR INC	1,349	$8,607	0.0%	—	—	CL C	904311206
—	WORKHORSE GROUP INC	3,770	$1,562	0.0%	—	—	COM NEW	98138J206