Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
NVDA	NVIDIA CORPORATION	1,478,903	$183M	7.5%	—	—	COM	67066G104
MSFT	MICROSOFT CORP	398,195	$178M	7.3%	—	—	COM	594918104
AAPL	APPLE INC	589,141	$124M	5.1%	—	—	COM	037833100
AMZN	AMAZON COM INC	563,597	$109M	4.4%	—	—	COM	023135106
GOOGL	ALPHABET INC	503,852	$91.78M	3.7%	—	—	CAP STK CL A	02079K305
LLY	ELI LILLY & CO	78,732	$71.28M	2.9%	—	—	COM	532457108
META	META PLATFORMS INC	124,679	$62.87M	2.6%	—	—	CL A	30303M102
—	LAM RESEARCH CORP	56,802	$60.49M	2.5%	—	—	COM	512807108
MA	MASTERCARD INCORPORATED	133,017	$58.68M	2.4%	—	—	CL A	57636Q104
AMAT	APPLIED MATLS INC	241,614	$57.02M	2.3%	—	—	COM	038222105
NOW	SERVICENOW INC	64,407	$50.67M	2.1%	—	—	COM	81762P102
ISRG	INTUITIVE SURGICAL INC	113,196	$50.36M	2.1%	—	—	COM NEW	46120E602
DXCM	DEXCOM INC	438,078	$49.67M	2.0%	—	—	COM	252131107
V	VISA INC	178,919	$46.96M	1.9%	—	—	COM CL A	92826C839
UNP	UNION PAC CORP	187,441	$42.41M	1.7%	—	—	COM	907818108
SYK	STRYKER CORPORATION	121,992	$41.51M	1.7%	—	—	COM	863667101
EFA	ISHARES TR	364,410	$28.54M	1.2%	—	—	MSCI EAFE ETF	464287465
ASML	ASML HOLDING N V	24,994	$25.56M	1.0%	—	—	N Y REGISTRY SHS	N07059210
IWN	ISHARES TR	163,710	$24.93M	1.0%	—	—	RUS 2000 VAL ETF	464287630
VRTX	VERTEX PHARMACEUTICALS INC	46,803	$21.94M	0.9%	—	—	COM	92532F100
CL	COLGATE PALMOLIVE CO	221,053	$21.45M	0.9%	—	—	COM	194162103
NFLX	NETFLIX INC	30,510	$20.59M	0.8%	—	—	COM	64110L106
SNPS	SYNOPSYS INC	31,932	$19M	0.8%	—	—	COM	871607107
SLB	SCHLUMBERGER LTD	374,690	$17.68M	0.7%	—	—	COM STK	806857108
FCX	FREEPORT-MCMORAN INC	324,000	$15.75M	0.6%	—	—	CL B	35671D857
AXP	AMERICAN EXPRESS CO	67,975	$15.74M	0.6%	—	—	COM	025816109
EWJ	ISHARES INC	222,650	$15.19M	0.6%	—	—	MSCI JPN ETF NEW	46434G822
JPM	JPMORGAN CHASE & CO.	72,365	$14.64M	0.6%	—	—	COM	46625H100
MSCI	MSCI INC	29,549	$14.24M	0.6%	—	—	COM	55354G100
DE	DEERE & CO	37,370	$13.96M	0.6%	—	—	COM	244199105
XLI	SELECT SECTOR SPDR TR	111,690	$13.61M	0.6%	—	—	INDL	81369Y704
ADBE	ADOBE INC	23,554	$13.09M	0.5%	—	—	COM	00724F101
FTI	TECHNIPFMC PLC	483,130	$12.63M	0.5%	—	—	COM	G87110105
FTAI	FTAI AVIATION LTD	119,190	$12.3M	0.5%	—	—	SHS	G3730V105
XHB	SPDR SER TR	121,590	$12.29M	0.5%	—	—	S&P HOMEBUILD	78464A888
ETN	EATON CORP PLC	38,245	$11.99M	0.5%	—	—	SHS	G29183103
APG	API GROUP CORP	291,383	$10.96M	0.4%	—	—	COM STK	00187Y100
XLV	SELECT SECTOR SPDR TR	71,120	$10.37M	0.4%	—	—	SBI HEALTHCARE	81369Y209
UNH	UNITEDHEALTH GROUP INC	20,034	$10.2M	0.4%	—	—	COM	91324P102
MEDP	MEDPACE HLDGS INC	24,570	$10.12M	0.4%	—	—	COM	58506Q109
C	CITIGROUP INC	154,414	$9.799M	0.4%	—	—	COM NEW	172967424
EVR	EVERCORE INC	46,540	$9.7M	0.4%	—	—	CLASS A	29977A105
GLD	SPDR GOLD TR	44,995	$9.674M	0.4%	—	—	GOLD SHS	78463V107
TJX	TJX COS INC NEW	87,660	$9.651M	0.4%	—	—	COM	872540109
ADMA	ADMA BIOLOGICS INC	838,086	$9.37M	0.4%	—	—	COM	000899104
—	CYBERARK SOFTWARE LTD	34,010	$9.299M	0.4%	—	—	SHS	M2682V108
BCO	BRINKS CO	88,100	$9.021M	0.4%	—	—	COM	109696104
GKOS	GLAUKOS CORP	74,470	$8.814M	0.4%	—	—	COM	377322102
RDNT	RADNET INC	148,463	$8.747M	0.4%	—	—	COM	750491102
MEG	MONTROSE ENVIRONMENTAL GROUP	195,122	$8.695M	0.4%	—	—	COM	615111101
UBER	UBER TECHNOLOGIES INC	117,490	$8.539M	0.3%	—	—	COM	90353T100
KD	KYNDRYL HLDGS INC	323,570	$8.513M	0.3%	—	—	COMMON STOCK	50155Q100
CRS	CARPENTER TECHNOLOGY CORP	77,430	$8.485M	0.3%	—	—	COM	144285103
MTSI	MACOM TECH SOLUTIONS HLDGS I	75,740	$8.443M	0.3%	—	—	COM	55405Y100
ESI	ELEMENT SOLUTIONS INC	308,290	$8.361M	0.3%	—	—	COM	28618M106
XPO	XPO INC	78,344	$8.316M	0.3%	—	—	COM	983793100
SAIA	SAIA INC	17,460	$8.281M	0.3%	—	—	COM	78709Y105
NTRA	NATERA INC	74,000	$8.013M	0.3%	—	—	COM	632307104
TWST	TWIST BIOSCIENCE CORP	157,380	$7.756M	0.3%	—	—	COM	90184D100
HQY	HEALTHEQUITY INC	89,800	$7.741M	0.3%	—	—	COM	42226A107
APPF	APPFOLIO INC	31,600	$7.728M	0.3%	—	—	COM CL A	03783C100
THC	TENET HEALTHCARE CORP	58,090	$7.728M	0.3%	—	—	COM NEW	88033G407
RACE	FERRARI N V	18,794	$7.675M	0.3%	—	—	COM	N3167Y103
JLL	JONES LANG LASALLE INC	36,890	$7.573M	0.3%	—	—	COM	48020Q107
MTDR	MATADOR RES CO	127,050	$7.572M	0.3%	—	—	COM	576485205
WIX	WIX COM LTD	46,960	$7.47M	0.3%	—	—	SHS	M98068105
ACWX	ISHARES TR	139,850	$7.43M	0.3%	—	—	MSCI ACWI EX US	464288240
TTEK	TETRA TECH INC NEW	35,970	$7.355M	0.3%	—	—	COM	88162G103
PNR	PENTAIR PLC	95,190	$7.298M	0.3%	—	—	SHS	G7S00T104
CASY	CASEYS GEN STORES INC	19,080	$7.28M	0.3%	—	—	COM	147528103
DELL	DELL TECHNOLOGIES INC	51,990	$7.17M	0.3%	—	—	CL C	24703L202
CLS	CELESTICA INC	124,310	$7.127M	0.3%	—	—	COM	15101Q207
VLO	VALERO ENERGY CORP	45,160	$7.079M	0.3%	—	—	COM	91913Y100
MOD	MODINE MFG CO	68,980	$6.911M	0.3%	—	—	COM	607828100
KBR	KBR INC	107,280	$6.881M	0.3%	—	—	COM	48242W106
ASH	ASHLAND INC	70,940	$6.703M	0.3%	—	—	COM	044186104
SF	STIFEL FINL CORP	79,630	$6.701M	0.3%	—	—	COM	860630102
XLF	SELECT SECTOR SPDR TR	162,290	$6.672M	0.3%	—	—	FINANCIAL	81369Y605
ADI	ANALOG DEVICES INC	28,710	$6.553M	0.3%	—	—	COM	032654105
FLR	FLUOR CORP NEW	149,780	$6.523M	0.3%	—	—	COM	343412102
VCEL	VERICEL CORP	142,060	$6.518M	0.3%	—	—	COM	92346J108
TMDX	TRANSMEDICS GROUP INC	42,900	$6.462M	0.3%	—	—	COM	89377M109
MCHP	MICROCHIP TECHNOLOGY INC.	70,250	$6.428M	0.3%	—	—	COM	595017104
CWST	CASELLA WASTE SYS INC	64,250	$6.375M	0.3%	—	—	CL A	147448104
VRNS	VARONIS SYS INC	132,840	$6.372M	0.3%	—	—	COM	922280102
BLBD	BLUE BIRD CORP	117,950	$6.352M	0.3%	—	—	COM	095306106
NTNX	NUTANIX INC	110,390	$6.276M	0.3%	—	—	CL A	67059N108
KNF	KNIFE RIVER CORP	88,770	$6.226M	0.3%	—	—	COMMON STOCK	498894104
CHDN	CHURCHILL DOWNS INC	44,280	$6.181M	0.3%	—	—	COM	171484108
CR	CRANE COMPANY	42,000	$6.089M	0.2%	—	—	COMMON STOCK	224408104
LNWO	LIGHT & WONDER INC	57,920	$6.075M	0.2%	—	—	COM	80874P109
IBP	INSTALLED BLDG PRODS INC	29,480	$6.063M	0.2%	—	—	COM	45780R101
VVV	VALVOLINE INC	139,920	$6.045M	0.2%	—	—	COM	92047W101
SNX	TD SYNNEX CORPORATION	52,290	$6.034M	0.2%	—	—	COM	87162W100
TSM	TAIWAN SEMICONDUCTOR MFG LTD	33,940	$5.899M	0.2%	—	—	SPONSORED ADS	874039100
ONTO	ONTO INNOVATION INC	26,780	$5.88M	0.2%	—	—	COM	683344105
ET	ENERGY TRANSFER L P	360,310	$5.844M	0.2%	—	—	COM UT LTD PTN	29273V100
MWA	MUELLER WTR PRODS INC	324,710	$5.819M	0.2%	—	—	COM SER A	624758108
CMPR	CIMPRESS PLC	66,150	$5.795M	0.2%	—	—	SHS EURO	G2143T103
GAP	GAP INC	240,566	$5.747M	0.2%	—	—	COM	364760108
WES	WESTERN MIDSTREAM PARTNERS L	143,450	$5.699M	0.2%	—	—	COM UNIT LP INT	958669103
PRCT	PROCEPT BIOROBOTICS CORP	93,240	$5.696M	0.2%	—	—	COM	74276L105
HD	HOME DEPOT INC	16,440	$5.659M	0.2%	—	—	COM	437076102
ASGN	ASGN INC	63,430	$5.593M	0.2%	—	—	COM	00191U102
MPLX	MPLX LP	129,642	$5.521M	0.2%	—	—	COM UNIT REP LTD	55336V100
ASPN	ASPEN AEROGELS INC	228,164	$5.442M	0.2%	—	—	COM	04523Y105
EEM	ISHARES TR	126,100	$5.371M	0.2%	—	—	MSCI EMG MKT ETF	464287234
GWRE	GUIDEWIRE SOFTWARE INC	38,180	$5.265M	0.2%	—	—	COM	40171V100
FORM	FORMFACTOR INC	86,120	$5.213M	0.2%	—	—	COM	346375108
CSX	CSX CORP	155,610	$5.205M	0.2%	—	—	COM	126408103
KRYS	KRYSTAL BIOTECH INC	28,280	$5.193M	0.2%	—	—	COM	501147102
LGND	LIGAND PHARMACEUTICALS INC	61,363	$5.17M	0.2%	—	—	COM NEW	53220K504
FIX	COMFORT SYS USA INC	16,420	$4.994M	0.2%	—	—	COM	199908104
ZETA	ZETA GLOBAL HOLDINGS CORP	277,140	$4.892M	0.2%	—	—	CL A	98956A105
LEN	LENNAR CORP	32,435	$4.861M	0.2%	—	—	CL A	526057104
PI	IMPINJ INC	30,586	$4.795M	0.2%	—	—	COM	453204109
STRL	STERLING INFRASTRUCTURE INC	40,466	$4.789M	0.2%	—	—	COM	859241101
PSN	PARSONS CORP DEL	57,610	$4.713M	0.2%	—	—	COM	70202L102
OLLI	OLLIES BARGAIN OUTLET HLDGS	47,670	$4.68M	0.2%	—	—	COM	681116109
XBI	SPDR SER TR	50,090	$4.644M	0.2%	—	—	S&P BIOTECH	78464A870
AGYS	AGILYSYS INC	44,264	$4.61M	0.2%	—	—	COM	00847J105
—	BARRICK GOLD CORP	276,340	$4.609M	0.2%	—	—	COM	067901108
LNTH	LANTHEUS HLDGS INC	56,750	$4.556M	0.2%	—	—	COM	516544103
HAS	HASBRO INC	77,360	$4.526M	0.2%	—	—	COM	418056107
OMF	ONEMAIN HLDGS INC	93,320	$4.525M	0.2%	—	—	COM	68268W103
—	SUMMIT MATLS INC	122,498	$4.485M	0.2%	—	—	CL A	86614U100
ENSG	ENSIGN GROUP INC	36,230	$4.481M	0.2%	—	—	COM	29358P101
GVA	GRANITE CONSTR INC	71,850	$4.453M	0.2%	—	—	COM	387328107
PAA	PLAINS ALL AMERN PIPELINE L	247,109	$4.413M	0.2%	—	—	UNIT LTD PARTN	726503105
SITM	SITIME CORP	35,280	$4.388M	0.2%	—	—	COM	82982T106
UTZ	UTZ BRANDS INC	257,170	$4.279M	0.2%	—	—	COM CL A	918090101
—	BLUEPRINT MEDICINES CORP	39,440	$4.251M	0.2%	—	—	COM	09627Y109
WD	WALKER & DUNLOP INC	42,160	$4.14M	0.2%	—	—	COM	93148P102
CSTM	CONSTELLIUM SE	219,200	$4.132M	0.2%	—	—	CL A SHS	F21107101
CRDO	CREDO TECHNOLOGY GROUP HOLDI	126,430	$4.038M	0.2%	—	—	ORDINARY SHARES	G25457105
PPC	PILGRIMS PRIDE CORP	103,780	$3.994M	0.2%	—	—	COM	72147K108
AVAV	AEROVIRONMENT INC	21,780	$3.967M	0.2%	—	—	COM	008073108
—	SPRINGWORKS THERAPEUTICS INC	105,160	$3.961M	0.2%	—	—	COM	85205L107
WWD	WOODWARD INC	22,470	$3.918M	0.2%	—	—	COM	980745103
VMI	VALMONT INDS INC	13,810	$3.79M	0.2%	—	—	COM	920253101
NEOG	NEOGEN CORP	236,330	$3.694M	0.2%	—	—	COM	640491106
—	INTRA-CELLULAR THERAPIES INC	53,780	$3.683M	0.2%	—	—	COM	46116X101
OXY	OCCIDENTAL PETE CORP	57,615	$3.631M	0.1%	—	—	COM	674599105
FANG	DIAMONDBACK ENERGY INC	18,135	$3.63M	0.1%	—	—	COM	25278X109
KFY	KORN FERRY	53,460	$3.589M	0.1%	—	—	COM NEW	500643200
DFIN	DONNELLEY FINL SOLUTIONS INC	58,080	$3.463M	0.1%	—	—	COM	25787G100
GNTX	GENTEX CORP	100,420	$3.385M	0.1%	—	—	COM	371901109
PCVX	VAXCYTE INC	43,690	$3.299M	0.1%	—	—	COM	92243G108
SKY	SKYLINE CHAMPION CORPORATION	46,300	$3.137M	0.1%	—	—	COM	830830105
SG	SWEETGREEN INC	103,220	$3.111M	0.1%	—	—	COM CL A	87043Q108
KTB	KONTOOR BRANDS INC	45,550	$3.013M	0.1%	—	—	COM	50050N103
MPC	MARATHON PETE CORP	17,279	$2.998M	0.1%	—	—	COM	56585A102
RXST	RXSIGHT INC	49,810	$2.997M	0.1%	—	—	COM	78349D107
GMED	GLOBUS MED INC	43,640	$2.989M	0.1%	—	—	CL A	379577208
ITB	ISHARES TR	28,950	$2.926M	0.1%	—	—	US HOME CONS ETF	464288752
GTES	GATES INDL CORP PLC	181,690	$2.873M	0.1%	—	—	ORD SHS	G39108108
FOXF	FOX FACTORY HLDG CORP	56,690	$2.732M	0.1%	—	—	COM	35138V102
SUN	SUNOCO LP/SUNOCO FIN CORP	48,190	$2.725M	0.1%	—	—	COM UT REP LP	86765K109
EPD	ENTERPRISE PRODS PARTNERS L	93,321	$2.704M	0.1%	—	—	COM	293792107
FCFS	FIRSTCASH HOLDINGS INC	25,440	$2.668M	0.1%	—	—	COM	33768G107
AMKR	AMKOR TECHNOLOGY INC	64,980	$2.6M	0.1%	—	—	COM	031652100
MDGL	MADRIGAL PHARMACEUTICALS INC	9,130	$2.558M	0.1%	—	—	COM	558868105
COST	COSTCO WHSL CORP NEW	2,800	$2.38M	0.1%	—	—	COM	22160K105
TRGP	TARGA RES CORP	18,020	$2.321M	0.1%	—	—	COM	87612G101
LNG	CHENIERE ENERGY INC	12,636	$2.209M	0.1%	—	—	COM NEW	16411R208
MUR	MURPHY OIL CORP	51,820	$2.137M	0.1%	—	—	COM	626717102
MGY	MAGNOLIA OIL & GAS CORP	83,830	$2.124M	0.1%	—	—	CL A	559663109
—	ENLINK MIDSTREAM LLC	152,400	$2.097M	0.1%	—	—	COM UNIT REP LTD	29336T100
XOM	EXXON MOBIL CORP	17,770	$2.046M	0.1%	—	—	COM	30231G102
HESM	HESS MIDSTREAM LP	51,635	$1.882M	0.1%	—	—	CL A SHS	428103105
PAR	PAR TECHNOLOGY CORP	39,320	$1.852M	0.1%	—	—	COM	698884103
VKTX	VIKING THERAPEUTICS INC	34,819	$1.846M	0.1%	—	—	COM	92686J106
ARDX	ARDELYX INC	246,440	$1.826M	0.1%	—	—	COM	039697107
DKS	DICKS SPORTING GOODS INC	8,440	$1.813M	0.1%	—	—	COM	253393102
—	DIAMOND OFFSHORE DRILLING IN	114,380	$1.772M	0.1%	—	—	COM	25271C201
IWP	ISHARES TR	16,000	$1.766M	0.1%	—	—	RUS MD CP GR ETF	464287481
LBRT	LIBERTY ENERGY INC	78,490	$1.64M	0.1%	—	—	COM CL A	53115L104
HUN	HUNTSMAN CORP	70,490	$1.605M	0.1%	—	—	COM	447011107
GEL	GENESIS ENERGY L P	110,120	$1.576M	0.1%	—	—	UNIT LTD PARTN	371927104
PR	PERMIAN RESOURCES CORP	96,160	$1.553M	0.1%	—	—	CLASS A COM	71424F105
CAMT	CAMTEK LTD	11,550	$1.447M	0.1%	—	—	ORD	M20791105
EQT	EQT CORP	39,050	$1.444M	0.1%	—	—	COM	26884L109
—	VIPER ENERGY INC	37,825	$1.42M	0.1%	—	—	CL A	927959106
OKE	ONEOK INC NEW	17,220	$1.404M	0.1%	—	—	COM	682680103
QCOM	QUALCOMM INC	6,950	$1.384M	0.1%	—	—	COM	747525103
NE	NOBLE CORP PLC	30,970	$1.383M	0.1%	—	—	ORD SHS A	G65431127
MUSA	MURPHY USA INC	2,790	$1.31M	0.1%	—	—	COM	626755102
—	ANSYS INC	4,040	$1.299M	0.1%	—	—	COM	03662Q105
GOOG	ALPHABET INC	7,000	$1.284M	0.1%	—	—	CAP STK CL C	02079K107
LECO	LINCOLN ELEC HLDGS INC	6,700	$1.264M	0.1%	—	—	COM	533900106
—	SUPER MICRO COMPUTER INC	1,540	$1.262M	0.1%	—	—	COM	86800U104
PWR	QUANTA SVCS INC	4,800	$1.22M	0.0%	—	—	COM	74762E102
AROC	ARCHROCK INC	59,530	$1.204M	0.0%	—	—	COM	03957W106
AR	ANTERO RESOURCES CORP	36,670	$1.197M	0.0%	—	—	COM	03674X106
KRUS	KURA SUSHI USA INC	18,810	$1.187M	0.0%	—	—	CL A COM	501270102
AXON	AXON ENTERPRISE INC	3,920	$1.153M	0.0%	—	—	COM	05464C101
LPLA	LPL FINL HLDGS INC	4,065	$1.135M	0.0%	—	—	COM	50212V100
RIG	TRANSOCEAN LTD	208,800	$1.117M	0.0%	—	—	REGISTERED SHS	H8817H100
IWD	ISHARES TR	6,400	$1.117M	0.0%	—	—	RUS 1000 VAL ETF	464287598
INSM	INSMED INC	16,660	$1.116M	0.0%	—	—	COM PAR $.01	457669307
WMB	WILLIAMS COS INC	25,570	$1.087M	0.0%	—	—	COM	969457100
APP	APPLOVIN CORP	12,380	$1.03M	0.0%	—	—	COM CL A	03831W108
TDG	TRANSDIGM GROUP INC	770	$984K	0.0%	—	—	COM	893641100
ENTG	ENTEGRIS INC	6,790	$919K	0.0%	—	—	COM	29362U104
PSTG	PURE STORAGE INC	14,190	$911K	0.0%	—	—	CL A	74624M102
JBHT	HUNT J B TRANS SVCS INC	5,660	$906K	0.0%	—	—	COM	445658107
AM	ANTERO MIDSTREAM CORP	61,260	$903K	0.0%	—	—	COM	03676B102
ICLR	ICON PLC	2,770	$868K	0.0%	—	—	SHS	G4705A100
MANH	MANHATTAN ASSOCIATES INC	3,280	$809K	0.0%	—	—	COM	562750109
RYTM	RHYTHM PHARMACEUTICALS INC	19,010	$781K	0.0%	—	—	COM	76243J105
CQP	CHENIERE ENERGY PARTNERS LP	15,784	$775K	0.0%	—	—	COM UNIT	16411Q101
TS	TENARIS S A	23,910	$730K	0.0%	—	—	SPONSORED ADS	88031M109
—	SOUTHWESTERN ENERGY CO	107,160	$721K	0.0%	—	—	COM	845467109
HDB	HDFC BANK LTD	11,140	$717K	0.0%	—	—	SPONSORED ADS	40415F101
KNTK	KINETIK HOLDINGS INC	17,280	$716K	0.0%	—	—	COM NEW CL A	02215L209
SCHW	SCHWAB CHARLES CORP	9,360	$690K	0.0%	—	—	COM	808513105
CME	CME GROUP INC	3,400	$668K	0.0%	—	—	COM	12572Q105
PG	PROCTER AND GAMBLE CO	3,800	$627K	0.0%	—	—	COM	742718109
BA	BOEING CO	3,400	$619K	0.0%	—	—	COM	097023105
PCAR	PACCAR INC	5,774	$594K	0.0%	—	—	COM	693718108
SRPT	SAREPTA THERAPEUTICS INC	3,740	$591K	0.0%	—	—	COM	803607100
TSLA	TESLA INC	2,800	$554K	0.0%	—	—	COM	88160R101
WMS	ADVANCED DRAIN SYS INC DEL	3,370	$541K	0.0%	—	—	COM	00790R104
CTAS	CINTAS CORP	740	$518K	0.0%	—	—	COM	172908105
PSX	PHILLIPS 66	3,420	$483K	0.0%	—	—	COM	718546104
TECH	BIO-TECHNE CORP	6,710	$481K	0.0%	—	—	COM	09073M104
CAT	CATERPILLAR INC	1,290	$430K	0.0%	—	—	COM	149123101
VST	VISTRA CORP	4,270	$367K	0.0%	—	—	COM	92840M102
GILD	GILEAD SCIENCES INC	5,332	$366K	0.0%	—	—	COM	375558103
SBUX	STARBUCKS CORP	4,620	$360K	0.0%	—	—	COM	855244109
CMI	CUMMINS INC	1,240	$343K	0.0%	—	—	COM	231021106
KGS	KODIAK GAS SVCS INC	12,430	$339K	0.0%	—	—	COM	50012A108
FDX	FEDEX CORP	1,000	$300K	0.0%	—	—	COM	31428X106
FISV	FISERV INC	2,000	$298K	0.0%	—	—	COM	337738108
DTM	DT MIDSTREAM INC	3,570	$254K	0.0%	—	—	COMMON STOCK	23345M107
FAST	FASTENAL CO	3,460	$217K	0.0%	—	—	COM	311900104
KO	COCA COLA CO	3,397	$216K	0.0%	—	—	COM	191216100
TREX	TREX CO INC	2,770	$205K	0.0%	—	—	COM	89531P105
BHP	BHP GROUP LTD	3,240	$185K	0.0%	—	—	SPONSORED ADS	088606108
RIO	RIO TINTO PLC	2,780	$183K	0.0%	—	—	SPONSORED ADR	767204100
ITW	ILLINOIS TOOL WKS INC	770	$182K	0.0%	—	—	COM	452308109
PFE	PFIZER INC	6,500	$182K	0.0%	—	—	COM	717081103
BWA	BORGWARNER INC	5,574	$180K	0.0%	—	—	COM	099724106
FAN	FIRST TR EXCHANGE-TRADED FD	10,962	$178K	0.0%	—	—	GBL WND ENRG ETF	33736G106
ESTC	ELASTIC N V	1,490	$170K	0.0%	—	—	ORD SHS	N14506104
XIFR	NEXTERA ENERGY PARTNERS LP	5,910	$163K	0.0%	—	—	COM UNIT PART IN	65341B106
NKE	NIKE INC	2,000	$151K	0.0%	—	—	CL B	654106103
MOG/A	MOOG INC	860	$144K	0.0%	—	—	CL A	615394202
IMVT	IMMUNOVANT INC	5,190	$137K	0.0%	—	—	COM	45258J102
IWO	ISHARES TR	500	$131K	0.0%	—	—	RUS 2000 GRW ETF	464287648
TRMB	TRIMBLE INC	2,160	$121K	0.0%	—	—	COM	896239100
NEE	NEXTERA ENERGY INC	1,560	$110K	0.0%	—	—	COM	65339F101
DAR	DARLING INGREDIENTS INC	2,170	$79,748	0.0%	—	—	COM	237266101
RUN	SUNRUN INC	5,890	$69,855	0.0%	—	—	COM	86771W105
INTC	INTEL CORP	2,200	$68,134	0.0%	—	—	COM	458140100
RPM	RPM INTL INC	580	$62,454	0.0%	—	—	COM	749685103
—	STERICYCLE INC	770	$44,760	0.0%	—	—	COM	858912108
LUV	SOUTHWEST AIRLS CO	1,560	$44,632	0.0%	—	—	COM	844741108
PHIN	PHINIA INC	1,114	$43,847	0.0%	—	—	COMMON STOCK	71880K101
PAYX	PAYCHEX INC	360	$42,682	0.0%	—	—	COM	704326107
MDT	MEDTRONIC PLC	480	$37,781	0.0%	—	—	SHS	G5960L103
BLDP	BALLARD PWR SYS INC NEW	14,890	$33,503	0.0%	—	—	COM	058586108
NFE	NEW FORTRESS ENERGY INC	1,465	$32,201	0.0%	—	—	COM CL A	644393100
SEE	SEALED AIR CORP NEW	720	$25,049	0.0%	—	—	COM	81211K100
FFIV	F5 INC	140	$24,112	0.0%	—	—	COM	315616102
PRAA	PRA GROUP INC	1,150	$22,609	0.0%	—	—	COM	69354N106
WDS	WOODSIDE ENERGY GROUP LTD	1,171	$22,027	0.0%	—	—	SPONSORED ADR	980228308
SHLS	SHOALS TECHNOLOGIES GROUP IN	2,140	$13,354	0.0%	—	—	CL A	82489W107
UAA	UNDER ARMOUR INC	1,340	$8,938	0.0%	—	—	CL A	904311107
UA	UNDER ARMOUR INC	1,349	$8,809	0.0%	—	—	CL C	904311206
—	WORKHORSE GROUP INC	189	$297	0.0%	—	—	COM SHS	98138J305