Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MSFT	MICROSOFT CORP	383,595	$161M	6.7%	—	—	COM	594918104
NVDA	NVIDIA CORPORATION	176,968	$160M	6.7%	—	—	COM	67066G104
AAPL	APPLE INC	568,691	$97.52M	4.1%	—	—	COM	037833100
AMZN	AMAZON COM INC	505,673	$91.21M	3.8%	—	—	COM	023135106
META	META PLATFORMS INC	169,534	$82.32M	3.4%	—	—	CL A	30303M102
GOOGL	ALPHABET INC	503,852	$76.05M	3.2%	—	—	CAP STK CL A	02079K305
NOW	SERVICENOW INC	83,965	$64.01M	2.7%	—	—	COM	81762P102
MA	MASTERCARD INCORPORATED	131,307	$63.23M	2.6%	—	—	CL A	57636Q104
LLY	ELI LILLY & CO	77,712	$60.46M	2.5%	—	—	COM	532457108
DXCM	DEXCOM INC	432,398	$59.97M	2.5%	—	—	COM	252131107
—	LAM RESEARCH CORP	54,202	$52.66M	2.2%	—	—	COM	512807108
V	VISA INC	176,589	$49.28M	2.1%	—	—	COM CL A	92826C839
ISRG	INTUITIVE SURGICAL INC	111,766	$44.6M	1.9%	—	—	COM NEW	46120E602
SYK	STRYKER CORPORATION	120,392	$43.08M	1.8%	—	—	COM	863667101
AMAT	APPLIED MATLS INC	151,042	$31.15M	1.3%	—	—	COM	038222105
EFA	ISHARES TR	364,410	$29.1M	1.2%	—	—	MSCI EAFE ETF	464287465
XLI	SELECT SECTOR SPDR TR	223,500	$28.15M	1.2%	—	—	INDL	81369Y704
XHB	SPDR SER TR	243,180	$27.14M	1.1%	—	—	S&P HOMEBUILD	78464A888
IWN	ISHARES TR	163,710	$26M	1.1%	—	—	RUS 2000 VAL ETF	464287630
UNP	UNION PAC CORP	98,769	$24.29M	1.0%	—	—	COM	907818108
ASML	ASML HOLDING N V	24,674	$23.95M	1.0%	—	—	N Y REGISTRY SHS	N07059210
VLO	VALERO ENERGY CORP	129,700	$22.14M	0.9%	—	—	COM	91913Y100
LVS	LAS VEGAS SANDS CORP	422,355	$21.84M	0.9%	—	—	COM	517834107
XOM	EXXON MOBIL CORP	178,300	$20.73M	0.9%	—	—	COM	30231G102
ADBE	ADOBE INC	40,594	$20.48M	0.9%	—	—	COM	00724F101
SNPS	SYNOPSYS INC	31,522	$18.01M	0.7%	—	—	COM	871607107
MSCI	MSCI INC	29,169	$16.35M	0.7%	—	—	COM	55354G100
EWJ	ISHARES INC	222,650	$15.89M	0.7%	—	—	MSCI JPN ETF NEW	46434G822
AXP	AMERICAN EXPRESS CO	67,975	$15.48M	0.6%	—	—	COM	025816109
DE	DEERE & CO	36,780	$15.11M	0.6%	—	—	COM	244199105
JPM	JPMORGAN CHASE & CO	72,365	$14.49M	0.6%	—	—	COM	46625H100
LULU	LULULEMON ATHLETICA INC	34,650	$13.54M	0.6%	—	—	COM	550021109
—	SUPER MICRO COMPUTER INC	12,830	$12.96M	0.5%	—	—	COM	86800U104
FTI	TECHNIPFMC PLC	486,430	$12.21M	0.5%	—	—	COM	G87110105
ETN	EATON CORP PLC	38,245	$11.96M	0.5%	—	—	SHS	G29183103
APG	API GROUP CORP	302,403	$11.88M	0.5%	—	—	COM STK	00187Y100
HD	HOME DEPOT INC	30,650	$11.76M	0.5%	—	—	COM	437076102
LEN	LENNAR CORP	64,870	$11.16M	0.5%	—	—	CL A	526057104
XLV	SELECT SECTOR SPDR TR	71,120	$10.51M	0.4%	—	—	SBI HEALTHCARE	81369Y209
SAIA	SAIA INC	17,610	$10.3M	0.4%	—	—	COM	78709Y105
MEDP	MEDPACE HLDGS INC	24,780	$10.01M	0.4%	—	—	COM	58506Q109
C	CITIGROUP INC	154,414	$9.765M	0.4%	—	—	COM NEW	172967424
PNR	PENTAIR PLC	114,040	$9.744M	0.4%	—	—	SHS	G7S00T104
UNH	UNITEDHEALTH GROUP INC	19,634	$9.713M	0.4%	—	—	COM	91324P102
XPO	XPO INC	79,004	$9.641M	0.4%	—	—	COM	983793100
XBI	SPDR SER TR	100,180	$9.506M	0.4%	—	—	S&P BIOTECH	78464A870
FCFS	FIRSTCASH HOLDINGS INC	73,230	$9.34M	0.4%	—	—	COM	33768G107
SLB	SCHLUMBERGER LTD	169,010	$9.263M	0.4%	—	—	COM STK	806857108
GLD	SPDR GOLD TR	44,995	$9.256M	0.4%	—	—	GOLD SHS	78463V107
UBER	UBER TECHNOLOGIES INC	117,490	$9.046M	0.4%	—	—	COM	90353T100
EVR	EVERCORE INC	46,930	$9.038M	0.4%	—	—	CLASS A	29977A105
JBHT	HUNT J B TRANS SVCS INC	44,890	$8.944M	0.4%	—	—	COM	445658107
TJX	TJX COS INC NEW	87,660	$8.89M	0.4%	—	—	COM	872540109
VRNS	VARONIS SYS INC	187,820	$8.859M	0.4%	—	—	COM	922280102
—	CELESTICA INC	195,350	$8.779M	0.4%	—	—	SUB VTG SHS	15101Q108
—	CYBERARK SOFTWARE LTD	31,560	$8.383M	0.3%	—	—	SHS	M2682V108
FTAI	FTAI AVIATION LTD	120,220	$8.091M	0.3%	—	—	SHS	G3730V105
RACE	FERRARI N V	18,104	$7.892M	0.3%	—	—	COM	N3167Y103
KNF	KNIFE RIVER CORP	97,250	$7.885M	0.3%	—	—	COMMON STOCK	498894104
APPF	APPFOLIO INC	31,870	$7.864M	0.3%	—	—	COM CL A	03783C100
LNWO	LIGHT & WONDER INC	76,030	$7.762M	0.3%	—	—	COM	80874P109
IBP	INSTALLED BLDG PRODS INC	29,730	$7.692M	0.3%	—	—	COM	45780R101
BCO	BRINKS CO	81,470	$7.526M	0.3%	—	—	COM	109696104
ACWX	ISHARES TR	139,850	$7.467M	0.3%	—	—	MSCI ACWI EX US	464288240
HQY	HEALTHEQUITY INC	90,580	$7.394M	0.3%	—	—	COM	42226A107
ONTO	ONTO INNOVATION INC	40,740	$7.377M	0.3%	—	—	COM	683344105
RDNT	RADNET INC	149,723	$7.286M	0.3%	—	—	COM	750491102
TREX	TREX CO INC	72,820	$7.264M	0.3%	—	—	COM	89531P105
FCX	FREEPORT-MCMORAN INC	152,830	$7.186M	0.3%	—	—	CL B	35671D857
ESI	ELEMENT SOLUTIONS INC	286,050	$7.146M	0.3%	—	—	COM	28618M106
—	H & E EQUIPMENT SERVICES INC	109,780	$7.046M	0.3%	—	—	COM	404030108
KTB	KONTOOR BRANDS INC	116,340	$7.009M	0.3%	—	—	COM	50050N103
ASH	ASHLAND INC	71,540	$6.966M	0.3%	—	—	COM	044186104
FIX	COMFORT SYS USA INC	21,710	$6.897M	0.3%	—	—	COM	199908104
GAP	GAP INC	249,996	$6.887M	0.3%	—	—	COM	364760108
NTNX	NUTANIX INC	111,310	$6.87M	0.3%	—	—	CL A	67059N108
XLF	SELECT SECTOR SPDR TR	162,290	$6.836M	0.3%	—	—	FINANCIAL	81369Y605
NTRA	NATERA INC	74,630	$6.826M	0.3%	—	—	COM	632307104
KD	KYNDRYL HLDGS INC	312,130	$6.792M	0.3%	—	—	COMMON STOCK	50155Q100
VCEL	VERICEL CORP	130,250	$6.776M	0.3%	—	—	COM	92346J108
TTEK	TETRA TECH INC NEW	36,270	$6.699M	0.3%	—	—	COM	88162G103
MOD	MODINE MFG CO	69,580	$6.623M	0.3%	—	—	COM	607828100
CRM	SALESFORCE INC	21,929	$6.605M	0.3%	—	—	COM	79466L302
JLL	JONES LANG LASALLE INC	33,430	$6.522M	0.3%	—	—	COM	48020Q107
WIX	WIX COM LTD	47,360	$6.511M	0.3%	—	—	SHS	M98068105
MTSI	MACOM TECH SOLUTIONS HLDGS I	67,310	$6.438M	0.3%	—	—	COM	55405Y100
FLR	FLUOR CORP NEW	151,060	$6.387M	0.3%	—	—	COM	343412102
SKY	SKYLINE CHAMPION CORPORATION	74,880	$6.366M	0.3%	—	—	COM	830830105
GWRE	GUIDEWIRE SOFTWARE INC	52,700	$6.151M	0.3%	—	—	COM	40171V100
ASGN	ASGN INC	58,590	$6.138M	0.3%	—	—	COM	00191U102
CASY	CASEYS GEN STORES INC	19,240	$6.127M	0.3%	—	—	COM	147528103
GKOS	GLAUKOS CORP	64,910	$6.12M	0.3%	—	—	COM	377322102
ET	ENERGY TRANSFER L P	378,840	$5.959M	0.2%	—	—	COM UT LTD PTN	29273V100
EXP	EAGLE MATLS INC	21,860	$5.94M	0.2%	—	—	COM	26969P108
CMPR	CIMPRESS PLC	66,790	$5.912M	0.2%	—	—	SHS EURO	G2143T103
WEX	WEX INC	24,730	$5.874M	0.2%	—	—	COM	96208T104
CSX	CSX CORP	155,610	$5.768M	0.2%	—	—	COM	126408103
NXT	NEXTRACKER INC	102,405	$5.762M	0.2%	—	—	CLASS A COM	65290E101
MAS	MASCO CORP	71,800	$5.664M	0.2%	—	—	COM	574599106
PSN	PARSONS CORP DEL	68,160	$5.654M	0.2%	—	—	COM	70202L102
CWST	CASELLA WASTE SYS INC	56,930	$5.629M	0.2%	—	—	CL A	147448104
SPT	SPROUT SOCIAL INC	93,010	$5.554M	0.2%	—	—	COM CL A	85209W109
—	SUMMIT MATLS INC	123,548	$5.507M	0.2%	—	—	CL A	86614U100
SF	STIFEL FINL CORP	69,470	$5.43M	0.2%	—	—	COM	860630102
ADMA	ADMA BIOLOGICS INC	818,110	$5.4M	0.2%	—	—	COM	000899104
MPLX	MPLX LP	129,642	$5.388M	0.2%	—	—	COM UNIT REP LTD	55336V100
BLBD	BLUE BIRD CORP	138,760	$5.32M	0.2%	—	—	COM	095306106
PAA	PLAINS ALL AMERN PIPELINE L	300,609	$5.279M	0.2%	—	—	UNIT LTD PARTN	726503105
H	HYATT HOTELS CORP	32,920	$5.255M	0.2%	—	—	COM CL A	448579102
KRE	SPDR SER TR	103,760	$5.217M	0.2%	—	—	S&P REGL BKG	78464A698
EEM	ISHARES TR	126,100	$5.18M	0.2%	—	—	MSCI EMG MKT ETF	464287234
PPC	PILGRIMS PRIDE CORP	150,550	$5.167M	0.2%	—	—	COM	72147K108
PCVX	VAXCYTE INC	75,040	$5.126M	0.2%	—	—	COM	92243G108
WES	WESTERN MIDSTREAM PARTNERS L	143,450	$5.1M	0.2%	—	—	COM UNIT LP INT	958669103
CRS	CARPENTER TECHNOLOGY CORP	71,230	$5.087M	0.2%	—	—	COM	144285103
KRYS	KRYSTAL BIOTECH INC	28,520	$5.075M	0.2%	—	—	COM	501147102
ASO	ACADEMY SPORTS & OUTDOORS IN	75,100	$5.072M	0.2%	—	—	COM	00402L107
TWST	TWIST BIOSCIENCE CORP	146,630	$5.031M	0.2%	—	—	COM	90184D100
AVAV	AEROVIRONMENT INC	32,810	$5.029M	0.2%	—	—	COM	008073108
CWH	CAMPING WORLD HLDGS INC	180,550	$5.028M	0.2%	—	—	CL A	13462K109
DELL	DELL TECHNOLOGIES INC	44,000	$5.021M	0.2%	—	—	CL C	24703L202
FROG	JFROG LTD	112,590	$4.979M	0.2%	—	—	ORD SHS	M6191J100
BA	BOEING CO	25,330	$4.888M	0.2%	—	—	COM	097023105
CSTM	CONSTELLIUM SE	221,080	$4.888M	0.2%	—	—	CL A SHS	F21107101
MYRG	MYR GROUP INC DEL	27,000	$4.772M	0.2%	—	—	COM	55405W104
RUSHA	RUSH ENTERPRISES INC	86,640	$4.637M	0.2%	—	—	CL A	781846209
MTDR	MATADOR RES CO	68,930	$4.602M	0.2%	—	—	COM	576485205
—	BARRICK GOLD CORP	276,340	$4.598M	0.2%	—	—	COM	067901108
VKTX	VIKING THERAPEUTICS INC	55,689	$4.566M	0.2%	—	—	COM	92686J106
LGND	LIGAND PHARMACEUTICALS INC	61,913	$4.526M	0.2%	—	—	COM NEW	53220K504
CR	CRANE COMPANY	33,360	$4.508M	0.2%	—	—	COMMON STOCK	224408104
STRL	STERLING INFRASTRUCTURE INC	40,866	$4.508M	0.2%	—	—	COM	859241101
WWD	WOODWARD INC	28,310	$4.363M	0.2%	—	—	COM	980745103
WD	WALKER & DUNLOP INC	42,520	$4.297M	0.2%	—	—	COM	93148P102
AGYS	AGILYSYS INC	49,944	$4.208M	0.2%	—	—	COM	00847J105
GVA	GRANITE CONSTR INC	72,580	$4.146M	0.2%	—	—	COM	387328107
ASPN	ASPEN AEROGELS INC	230,444	$4.056M	0.2%	—	—	COM	04523Y105
KNX	KNIGHT-SWIFT TRANSN HLDGS IN	72,420	$3.985M	0.2%	—	—	CL A	499049104
MPC	MARATHON PETE CORP	19,739	$3.977M	0.2%	—	—	COM	56585A102
FORM	FORMFACTOR INC	86,870	$3.964M	0.2%	—	—	COM	346375108
CRDO	CREDO TECHNOLOGY GROUP HOLDI	182,910	$3.876M	0.2%	—	—	ORDINARY SHARES	G25457105
—	SPRINGWORKS THERAPEUTICS INC	78,350	$3.856M	0.2%	—	—	COM	85205L107
GNTX	GENTEX CORP	106,280	$3.839M	0.2%	—	—	COM	371901109
XRT	SPDR SER TR	47,770	$3.773M	0.2%	—	—	S&P RETAIL ETF	78464A714
—	INTRA-CELLULAR THERAPIES INC	54,230	$3.753M	0.2%	—	—	COM	46116X101
OXY	OCCIDENTAL PETE CORP	57,615	$3.744M	0.2%	—	—	COM	674599105
SMTC	SEMTECH CORP	134,730	$3.704M	0.2%	—	—	COM	816850101
DFIN	DONNELLEY FINL SOLUTIONS INC	58,650	$3.637M	0.2%	—	—	COM	25787G100
PAR	PAR TECHNOLOGY CORP	79,360	$3.6M	0.1%	—	—	COM	698884103
FANG	DIAMONDBACK ENERGY INC	18,135	$3.594M	0.1%	—	—	COM	25278X109
ITB	ISHARES TR	28,950	$3.352M	0.1%	—	—	US HOME CONS ETF	464288752
PVH	PVH CORPORATION	23,810	$3.348M	0.1%	—	—	COM	693656100
—	PROS HOLDINGS INC	92,025	$3.343M	0.1%	—	—	COM	74346Y103
KRUS	KURA SUSHI USA INC	28,880	$3.326M	0.1%	—	—	CL A COM	501270102
GDYN	GRID DYNAMICS HLDGS INC	260,860	$3.206M	0.1%	—	—	CL A	39813G109
ARVN	ARVINAS INC	76,990	$3.178M	0.1%	—	—	COM	04335A105
RMBS	RAMBUS INC DEL	50,710	$3.134M	0.1%	—	—	COM	750917106
ESTC	ELASTIC N V	30,460	$3.053M	0.1%	—	—	ORD SHS	N14506104
NE	NOBLE CORP PLC	61,950	$3.004M	0.1%	—	—	ORD SHS A	G65431127
PRCT	PROCEPT BIOROBOTICS CORP	57,490	$2.841M	0.1%	—	—	COM	74276L105
RYTM	RHYTHM PHARMACEUTICALS INC	63,900	$2.769M	0.1%	—	—	COM	76243J105
GTES	GATES INDL CORP PLC	155,910	$2.761M	0.1%	—	—	ORD SHS	G39108108
EPD	ENTERPRISE PRODS PARTNERS L	93,321	$2.723M	0.1%	—	—	COM	293792107
RIG	TRANSOCEAN LTD	417,600	$2.623M	0.1%	—	—	REGISTERED SHS	H8817H100
IMVT	IMMUNOVANT INC	80,440	$2.599M	0.1%	—	—	COM	45258J102
AR	ANTERO RESOURCES CORP	89,350	$2.591M	0.1%	—	—	COM	03674X106
AXSM	AXSOME THERAPEUTICS INC	32,200	$2.57M	0.1%	—	—	COM	05464T104
MDGL	MADRIGAL PHARMACEUTICALS INC	9,210	$2.459M	0.1%	—	—	COM	558868105
PJT	PJT PARTNERS INC	25,980	$2.449M	0.1%	—	—	COM CL A	69343T107
MUR	MURPHY OIL CORP	51,820	$2.368M	0.1%	—	—	COM	626717102
TSM	TAIWAN SEMICONDUCTOR MFG LTD	17,100	$2.326M	0.1%	—	—	SPONSORED ADS	874039100
SYNA	SYNAPTICS INC	23,770	$2.319M	0.1%	—	—	COM	87157D109
THC	TENET HEALTHCARE CORP	21,320	$2.241M	0.1%	—	—	COM NEW	88033G407
MGY	MAGNOLIA OIL & GAS CORP	83,830	$2.175M	0.1%	—	—	CL A	559663109
—	ENLINK MIDSTREAM LLC	152,400	$2.079M	0.1%	—	—	COM UNIT REP LTD	29336T100
COP	CONOCOPHILLIPS	16,260	$2.07M	0.1%	—	—	COM	20825C104
COST	COSTCO WHSL CORP NEW	2,800	$2.051M	0.1%	—	—	COM	22160K105
TRGP	TARGA RES CORP	18,020	$2.018M	0.1%	—	—	COM	87612G101
SUN	SUNOCO LP/SUNOCO FIN CORP	31,930	$1.925M	0.1%	—	—	COM UT REP LP	86765K109
DKS	DICKS SPORTING GOODS INC	8,440	$1.898M	0.1%	—	—	COM	253393102
FN	FABRINET	10,030	$1.896M	0.1%	—	—	SHS	G3323L100
IWP	ISHARES TR	16,000	$1.826M	0.1%	—	—	RUS MD CP GR ETF	464287481
LNG	CHENIERE ENERGY INC	10,776	$1.738M	0.1%	—	—	COM NEW	16411R208
RPD	RAPID7 INC	34,910	$1.712M	0.1%	—	—	COM	753422104
LECO	LINCOLN ELEC HLDGS INC	6,700	$1.711M	0.1%	—	—	COM	533900106
PR	PERMIAN RESOURCES CORP	96,160	$1.698M	0.1%	—	—	CLASS A COM	71424F105
LBRT	LIBERTY ENERGY INC	78,490	$1.626M	0.1%	—	—	COM CL A	53115L104
PWR	QUANTA SVCS INC	6,160	$1.6M	0.1%	—	—	COM	74762E102
ARDX	ARDELYX INC	215,200	$1.571M	0.1%	—	—	COM	039697107
—	DIAMOND OFFSHORE DRILLING IN	114,380	$1.56M	0.1%	—	—	COM	25271C201
ATEC	ALPHATEC HLDGS INC	112,340	$1.549M	0.1%	—	—	COM NEW	02081G201
CYTK	CYTOKINETICS INC	20,980	$1.471M	0.1%	—	—	COM NEW	23282W605
—	VIPER ENERGY INC	37,825	$1.455M	0.1%	—	—	CL A	927959106
EQT	EQT CORP	39,050	$1.448M	0.1%	—	—	COM	26884L109
—	ANSYS INC	4,040	$1.403M	0.1%	—	—	COM	03662Q105
OKE	ONEOK INC NEW	17,220	$1.381M	0.1%	—	—	COM	682680103
GENI	GENIUS SPORTS LIMITED	236,630	$1.351M	0.1%	—	—	SHARES CL A	G3934V109
APP	APPLOVIN CORP	18,250	$1.263M	0.1%	—	—	COM CL A	03831W108
AXON	AXON ENTERPRISE INC	3,920	$1.226M	0.1%	—	—	COM	05464C101
QCOM	QUALCOMM INC	6,950	$1.177M	0.0%	—	—	COM	747525103
AROC	ARCHROCK INC	59,530	$1.171M	0.0%	—	—	COM	03957W106
MUSA	MURPHY USA INC	2,790	$1.17M	0.0%	—	—	COM	626755102
HESM	HESS MIDSTREAM LP	32,345	$1.169M	0.0%	—	—	CL A SHS	428103105
IWD	ISHARES TR	6,400	$1.146M	0.0%	—	—	RUS 1000 VAL ETF	464287598
LPLA	LPL FINL HLDGS INC	4,065	$1.074M	0.0%	—	—	COM	50212V100
GOOG	ALPHABET INC	7,000	$1.066M	0.0%	—	—	CAP STK CL C	02079K107
PSTG	PURE STORAGE INC	20,230	$1.052M	0.0%	—	—	CL A	74624M102
PSX	PHILLIPS 66	6,260	$1.023M	0.0%	—	—	COM	718546104
MANH	MANHATTAN ASSOCIATES INC	4,020	$1.006M	0.0%	—	—	COM	562750109
WMB	WILLIAMS COS INC	25,570	$996K	0.0%	—	—	COM	969457100
ENTG	ENTEGRIS INC	6,790	$954K	0.0%	—	—	COM	29362U104
TDG	TRANSDIGM GROUP INC	770	$948K	0.0%	—	—	COM	893641100
—	NUSTAR ENERGY LP	40,650	$946K	0.0%	—	—	UNIT COM	67058H102
CAMT	CAMTEK LTD	11,280	$945K	0.0%	—	—	ORD	M20791105
TS	TENARIS S A	23,910	$939K	0.0%	—	—	SPONSORED ADS	88031M109
ICLR	ICON PLC	2,770	$931K	0.0%	—	—	SHS	G4705A100
AM	ANTERO MIDSTREAM CORP	61,260	$861K	0.0%	—	—	COM	03676B102
—	SOUTHWESTERN ENERGY CO	107,160	$812K	0.0%	—	—	COM	845467109
CQP	CHENIERE ENERGY PARTNERS LP	15,784	$780K	0.0%	—	—	COM UNIT	16411Q101
GEL	GENESIS ENERGY L P	68,690	$764K	0.0%	—	—	UNIT LTD PARTN	371927104
CME	CME GROUP INC	3,400	$732K	0.0%	—	—	COM	12572Q105
PCAR	PACCAR INC	5,774	$715K	0.0%	—	—	COM	693718108
KNTK	KINETIK HOLDINGS INC	17,280	$689K	0.0%	—	—	COM NEW CL A	02215L209
SCHW	SCHWAB CHARLES CORP	9,360	$677K	0.0%	—	—	COM	808513105
PG	PROCTER AND GAMBLE CO	3,800	$617K	0.0%	—	—	COM	742718109
WMS	ADVANCED DRAIN SYS INC DEL	3,370	$580K	0.0%	—	—	COM	00790R104
RGEN	REPLIGEN CORP	3,120	$574K	0.0%	—	—	COM	759916109
HDB	HDFC BANK LTD	9,600	$537K	0.0%	—	—	SPONSORED ADS	40415F101
CTAS	CINTAS CORP	740	$508K	0.0%	—	—	COM	172908105
TYL	TYLER TECHNOLOGIES INC	1,180	$502K	0.0%	—	—	COM	902252105
TSLA	TESLA INC	2,800	$492K	0.0%	—	—	COM	88160R101
CAT	CATERPILLAR INC	1,290	$473K	0.0%	—	—	COM	149123101
GLOB	GLOBANT S A	2,280	$460K	0.0%	—	—	COM	L44385109
SBUX	STARBUCKS CORP	4,620	$422K	0.0%	—	—	COM	855244109
GILD	GILEAD SCIENCES INC	5,332	$391K	0.0%	—	—	COM	375558103
CMI	CUMMINS INC	1,240	$365K	0.0%	—	—	COM	231021106
KNSL	KINSALE CAP GROUP INC	670	$352K	0.0%	—	—	COM	49714P108
FISV	FISERV INC	2,000	$320K	0.0%	—	—	COM	337738108
POOL	POOL CORP	770	$311K	0.0%	—	—	COM	73278L105
VRTX	VERTEX PHARMACEUTICALS INC	730	$305K	0.0%	—	—	COM	92532F100
SRPT	SAREPTA THERAPEUTICS INC	2,350	$304K	0.0%	—	—	COM	803607100
VST	VISTRA CORP	4,270	$297K	0.0%	—	—	COM	92840M102
FDX	FEDEX CORP	1,000	$290K	0.0%	—	—	COM	31428X106
FAST	FASTENAL CO	3,460	$267K	0.0%	—	—	COM	311900104
DTM	DT MIDSTREAM INC	3,570	$218K	0.0%	—	—	COMMON STOCK	23345M107
KO	COCA COLA CO	3,397	$208K	0.0%	—	—	COM	191216100
ITW	ILLINOIS TOOL WKS INC	770	$207K	0.0%	—	—	COM	452308109
BWA	BORGWARNER INC	5,574	$194K	0.0%	—	—	COM	099724106
NKE	NIKE INC	2,000	$188K	0.0%	—	—	CL B	654106103
BHP	BHP GROUP LTD	3,240	$187K	0.0%	—	—	SPONSORED ADS	088606108
PFE	PFIZER INC	6,500	$180K	0.0%	—	—	COM	717081103
XIFR	NEXTERA ENERGY PARTNERS LP	5,910	$178K	0.0%	—	—	COM UNIT PART IN	65341B106
RIO	RIO TINTO PLC	2,780	$177K	0.0%	—	—	SPONSORED ADR	767204100
FAN	FIRST TR EXCHANGE-TRADED FD	10,962	$169K	0.0%	—	—	GBL WND ENRG ETF	33736G106
TRMB	TRIMBLE INC	2,160	$139K	0.0%	—	—	COM	896239100
MOG/A	MOOG INC	860	$137K	0.0%	—	—	CL A	615394202
IWO	ISHARES TR	500	$135K	0.0%	—	—	RUS 2000 GRW ETF	464287648
DAR	DARLING INGREDIENTS INC	2,170	$101K	0.0%	—	—	COM	237266101
NEE	NEXTERA ENERGY INC	1,560	$99,700	0.0%	—	—	COM	65339F101
INTC	INTEL CORP	2,200	$97,174	0.0%	—	—	COM	458140100
RUN	SUNRUN INC	5,890	$77,630	0.0%	—	—	COM	86771W105
RPM	RPM INTL INC	580	$68,991	0.0%	—	—	COM	749685103
MCHP	MICROCHIP TECHNOLOGY INC.	720	$64,591	0.0%	—	—	COM	595017104
LUV	SOUTHWEST AIRLS CO	1,560	$45,536	0.0%	—	—	COM	844741108
NFE	NEW FORTRESS ENERGY INC	1,465	$44,814	0.0%	—	—	COM CL A	644393100
PAYX	PAYCHEX INC	360	$44,208	0.0%	—	—	COM	704326107
PHIN	PHINIA INC	1,114	$42,811	0.0%	—	—	COMMON STOCK	71880K101
MDT	MEDTRONIC PLC	480	$41,832	0.0%	—	—	SHS	G5960L103
BLDP	BALLARD PWR SYS INC NEW	14,890	$41,394	0.0%	—	—	COM	058586108
—	STERICYCLE INC	770	$40,618	0.0%	—	—	COM	858912108
PRAA	PRA GROUP INC	1,150	$29,992	0.0%	—	—	COM	69354N106
SEE	SEALED AIR CORP NEW	720	$26,784	0.0%	—	—	COM	81211K100
FFIV	F5 INC	140	$26,543	0.0%	—	—	COM	315616102
SHLS	SHOALS TECHNOLOGIES GROUP IN	2,140	$23,925	0.0%	—	—	CL A	82489W107
WDS	WOODSIDE ENERGY GROUP LTD	1,171	$23,385	0.0%	—	—	SPONSORED ADR	980228308
UAA	UNDER ARMOUR INC	1,340	$9,889	0.0%	—	—	CL A	904311107
UA	UNDER ARMOUR INC	1,349	$9,632	0.0%	—	—	CL C	904311206
—	WORKHORSE GROUP INC	3,770	$884	0.0%	—	—	COM NEW	98138J206