Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MSFT	MICROSOFT CORP	387,604	$167M	6.8%	—	—	COM	594918104
NVDA	NVIDIA CORPORATION	1,300,398	$158M	6.4%	—	—	COM	67066G104
AAPL	APPLE INC	579,699	$135M	5.5%	—	—	COM	037833100
AMZN	AMAZON COM INC	550,255	$103M	4.2%	—	—	COM	023135106
GOOGL	ALPHABET INC	480,009	$79.61M	3.2%	—	—	CAP STK CL A	02079K305
META	META PLATFORMS INC	122,608	$70.19M	2.9%	—	—	CL A	30303M102
BX	BLACKSTONE INC	440,620	$67.47M	2.8%	—	—	COM	09260D107
MA	MASTERCARD INCORPORATED	130,769	$64.57M	2.6%	—	—	CL A	57636Q104
LLY	ELI LILLY & CO	65,326	$57.87M	2.4%	—	—	COM	532457108
NOW	SERVICENOW INC	63,396	$56.7M	2.3%	—	—	COM	81762P102
V	VISA INC	176,105	$48.42M	2.0%	—	—	COM CL A	92826C839
AMAT	APPLIED MATLS INC	237,939	$48.08M	2.0%	—	—	COM	038222105
—	LAM RESEARCH CORP	55,979	$45.68M	1.9%	—	—	COM	512807108
UNP	UNION PAC CORP	184,554	$45.49M	1.9%	—	—	COM	907818108
ISRG	INTUITIVE SURGICAL INC	87,479	$42.98M	1.8%	—	—	COM NEW	46120E602
VRTX	VERTEX PHARMACEUTICALS INC	82,725	$38.47M	1.6%	—	—	COM	92532F100
CL	COLGATE PALMOLIVE CO	325,133	$33.75M	1.4%	—	—	COM	194162103
NFLX	NETFLIX INC	44,648	$31.67M	1.3%	—	—	COM	64110L106
HD	HOME DEPOT INC	69,890	$28.32M	1.2%	—	—	COM	437076102
TOL	TOLL BROTHERS INC	152,950	$23.63M	1.0%	—	—	COM	889478103
UBER	UBER TECHNOLOGIES INC	304,270	$22.87M	0.9%	—	—	COM	90353T100
SBUX	STARBUCKS CORP	224,100	$21.85M	0.9%	—	—	COM	855244109
ASML	ASML HOLDING N V	24,627	$20.52M	0.8%	—	—	N Y REGISTRY SHS	N07059210
MSCI	MSCI INC	29,120	$16.97M	0.7%	—	—	COM	55354G100
EEM	ISHARES TR	354,240	$16.25M	0.7%	—	—	MSCI EMG MKT ETF	464287234
EWJ	ISHARES INC	222,650	$15.93M	0.6%	—	—	MSCI JPN ETF NEW	46434G822
SNPS	SYNOPSYS INC	31,447	$15.92M	0.6%	—	—	COM	871607107
IWN	ISHARES TR	92,380	$15.41M	0.6%	—	—	RUS 2000 VAL ETF	464287630
FTAI	FTAI AVIATION LTD	115,000	$15.28M	0.6%	—	—	SHS	G3730V105
XHB	SPDR SER TR	121,590	$15.15M	0.6%	—	—	S&P HOMEBUILD	78464A888
ADMA	ADMA BIOLOGICS INC	692,966	$13.85M	0.6%	—	—	COM	000899104
GLD	SPDR GOLD TR	51,775	$12.58M	0.5%	—	—	GOLD SHS	78463V107
FTI	TECHNIPFMC PLC	469,280	$12.31M	0.5%	—	—	COM	G87110105
XLF	SELECT SECTOR SPDR TR	271,290	$12.29M	0.5%	—	—	FINANCIAL	81369Y605
ADBE	ADOBE INC	23,130	$11.98M	0.5%	—	—	COM	00724F101
CRS	CARPENTER TECHNOLOGY CORP	74,720	$11.92M	0.5%	—	—	COM	144285103
XBI	SPDR SER TR	115,580	$11.42M	0.5%	—	—	S&P BIOTECH	78464A870
EVR	EVERCORE INC	44,880	$11.37M	0.5%	—	—	CLASS A	29977A105
XLRE	SELECT SECTOR SPDR TR	250,070	$11.17M	0.5%	—	—	RL EST SEL SEC	81369Y860
XLV	SELECT SECTOR SPDR TR	71,120	$10.95M	0.4%	—	—	SBI HEALTHCARE	81369Y209
BCO	BRINKS CO	92,770	$10.73M	0.4%	—	—	COM	109696104
TJX	TJX COS INC NEW	87,660	$10.3M	0.4%	—	—	COM	872540109
DHR	DANAHER CORPORATION	36,430	$10.13M	0.4%	—	—	COM	235851102
KWEB	KRANESHARES TRUST	295,170	$10.04M	0.4%	—	—	CSI CHI INTERNET	500767306
RDNT	RADNET INC	143,213	$9.938M	0.4%	—	—	COM	750491102
GKOS	GLAUKOS CORP	73,830	$9.619M	0.4%	—	—	COM	377322102
JLL	JONES LANG LASALLE INC	35,610	$9.608M	0.4%	—	—	COM	48020Q107
—	CYBERARK SOFTWARE LTD	32,930	$9.603M	0.4%	—	—	SHS	M2682V108
TGT	TARGET CORP	60,590	$9.444M	0.4%	—	—	COM	87612E106
LNTH	LANTHEUS HLDGS INC	83,640	$9.179M	0.4%	—	—	COM	516544103
NTRA	NATERA INC	71,400	$9.064M	0.4%	—	—	COM	632307104
TSM	TAIWAN SEMICONDUCTOR MFG LTD	51,180	$8.888M	0.4%	—	—	SPONSORED ADS	874039100
MOD	MODINE MFG CO	66,540	$8.836M	0.4%	—	—	COM	607828100
MS	MORGAN STANLEY	81,820	$8.529M	0.3%	—	—	COM NEW	617446448
RACE	FERRARI N V	17,938	$8.433M	0.3%	—	—	COM	N3167Y103
MWA	MUELLER WTR PRODS INC	384,980	$8.354M	0.3%	—	—	COM SER A	624758108
TTEK	TETRA TECH INC NEW	173,550	$8.185M	0.3%	—	—	COM	88162G103
APG	API GROUP CORP	246,863	$8.151M	0.3%	—	—	COM STK	00187Y100
PGR	PROGRESSIVE CORP	32,060	$8.136M	0.3%	—	—	COM	743315103
XPO	XPO INC	75,554	$8.123M	0.3%	—	—	COM	983793100
THC	TENET HEALTHCARE CORP	48,870	$8.122M	0.3%	—	—	COM NEW	88033G407
AXP	AMERICAN EXPRESS CO	29,905	$8.11M	0.3%	—	—	COM	025816109
ESI	ELEMENT SOLUTIONS INC	297,520	$8.081M	0.3%	—	—	COM	28618M106
IAK	ISHARES TR	62,070	$8.01M	0.3%	—	—	U.S. INSRNCE ETF	464288786
ZETA	ZETA GLOBAL HOLDINGS CORP	267,380	$7.976M	0.3%	—	—	CL A	98956A105
GDX	VANECK ETF TRUST	198,580	$7.907M	0.3%	—	—	GOLD MINERS ETF	92189F106
KD	KYNDRYL HLDGS INC	337,970	$7.767M	0.3%	—	—	COMMON STOCK	50155Q100
TMDX	TRANSMEDICS GROUP INC	49,170	$7.72M	0.3%	—	—	COM	89377M109
KNF	KNIFE RIVER CORP	85,690	$7.66M	0.3%	—	—	COMMON STOCK	498894104
WIX	WIX COM LTD	45,300	$7.573M	0.3%	—	—	SHS	M98068105
PI	IMPINJ INC	34,196	$7.404M	0.3%	—	—	COM	453204109
HAS	HASBRO INC	100,840	$7.293M	0.3%	—	—	COM	418056107
DY	DYCOM INDS INC	36,880	$7.269M	0.3%	—	—	COM	267475101
SF	STIFEL FINL CORP	76,830	$7.214M	0.3%	—	—	COM	860630102
APPF	APPFOLIO INC	30,490	$7.177M	0.3%	—	—	COM CL A	03783C100
VRNS	VARONIS SYS INC	125,620	$7.098M	0.3%	—	—	COM	922280102
IBP	INSTALLED BLDG PRODS INC	28,450	$7.006M	0.3%	—	—	COM	45780R101
WD	WALKER & DUNLOP INC	61,160	$6.947M	0.3%	—	—	COM	93148P102
FLR	FLUOR CORP NEW	144,470	$6.893M	0.3%	—	—	COM	343412102
LGND	LIGAND PHARMACEUTICALS INC	67,923	$6.798M	0.3%	—	—	COM NEW	53220K504
JPM	JPMORGAN CHASE & CO.	32,085	$6.765M	0.3%	—	—	COM	46625H100
CHDN	CHURCHILL DOWNS INC	49,870	$6.743M	0.3%	—	—	COM	171484108
GWRE	GUIDEWIRE SOFTWARE INC	36,840	$6.74M	0.3%	—	—	COM	40171V100
KKR	KKR & CO INC	49,570	$6.473M	0.3%	—	—	COM	48251W104
FXI	ISHARES TR	203,180	$6.457M	0.3%	—	—	CHINA LG-CAP ETF	464287184
EFA	ISHARES TR	76,840	$6.426M	0.3%	—	—	MSCI EAFE ETF	464287465
CR	CRANE COMPANY	40,520	$6.414M	0.3%	—	—	COMMON STOCK	224408104
KBR	KBR INC	98,210	$6.396M	0.3%	—	—	COM	48242W106
XLI	SELECT SECTOR SPDR TR	47,150	$6.386M	0.3%	—	—	INDL	81369Y704
OLLI	OLLIES BARGAIN OUTLET HLDGS	65,070	$6.325M	0.3%	—	—	COM	681116109
PCVX	VAXCYTE INC	54,620	$6.241M	0.3%	—	—	COM	92243G108
LITE	LUMENTUM HLDGS INC	97,900	$6.205M	0.3%	—	—	COM	55024U109
CWST	CASELLA WASTE SYS INC	61,960	$6.164M	0.3%	—	—	CL A	147448104
PEGA	PEGASYSTEMS INC	83,410	$6.096M	0.2%	—	—	COM	705573103
LEN	LENNAR CORP	32,435	$6.081M	0.2%	—	—	CL A	526057104
FOUR	SHIFT4 PMTS INC	68,500	$6.069M	0.2%	—	—	CL A	82452J109
GMED	GLOBUS MED INC	84,780	$6.065M	0.2%	—	—	CL A	379577208
PAR	PAR TECHNOLOGY CORP	116,370	$6.061M	0.2%	—	—	COM	698884103
VMI	VALMONT INDS INC	20,890	$6.057M	0.2%	—	—	COM	920253101
ALKT	ALKAMI TECHNOLOGY INC	191,820	$6.05M	0.2%	—	—	COM	01644J108
EXLS	EXLSERVICE HOLDINGS INC	158,460	$6.045M	0.2%	—	—	COM	302081104
VCYT	VERACYTE INC	176,560	$6.01M	0.2%	—	—	COM	92337F107
TSEM	TOWER SEMICONDUCTOR LTD	135,330	$5.99M	0.2%	—	—	SHS NEW	M87915274
HQY	HEALTHEQUITY INC	72,130	$5.904M	0.2%	—	—	COM	42226A107
MTSI	MACOM TECH SOLUTIONS HLDGS I	52,530	$5.844M	0.2%	—	—	COM	55405Y100
ET	ENERGY TRANSFER L P	360,310	$5.783M	0.2%	—	—	COM UT LTD PTN	29273V100
MPLX	MPLX LP	129,642	$5.764M	0.2%	—	—	COM UNIT REP LTD	55336V100
GVA	GRANITE CONSTR INC	72,520	$5.749M	0.2%	—	—	COM	387328107
BLBD	BLUE BIRD CORP	119,070	$5.711M	0.2%	—	—	COM	095306106
ASGN	ASGN INC	61,170	$5.703M	0.2%	—	—	COM	00191U102
VVV	VALVOLINE INC	135,030	$5.651M	0.2%	—	—	COM	92047W101
LAZ	LAZARD INC	111,830	$5.634M	0.2%	—	—	COM	52110M109
ENSG	ENSIGN GROUP INC	38,320	$5.511M	0.2%	—	—	COM	29358P101
—	BARRICK GOLD CORP	276,340	$5.496M	0.2%	—	—	COM	067901108
WES	WESTERN MIDSTREAM PARTNERS L	143,450	$5.488M	0.2%	—	—	COM UNIT LP INT	958669103
CMPR	CIMPRESS PLC	66,760	$5.469M	0.2%	—	—	SHS EURO	G2143T103
SITM	SITIME CORP	30,762	$5.276M	0.2%	—	—	COM	82982T106
PNR	PENTAIR PLC	53,500	$5.232M	0.2%	—	—	SHS	G7S00T104
IMAX	IMAX CORP	253,481	$5.199M	0.2%	—	—	COM	45245E109
XOM	EXXON MOBIL CORP	44,200	$5.181M	0.2%	—	—	COM	30231G102
CRDO	CREDO TECHNOLOGY GROUP HOLDI	166,730	$5.135M	0.2%	—	—	ORDINARY SHARES	G25457105
LNWO	LIGHT & WONDER INC	55,880	$5.07M	0.2%	—	—	COM	80874P109
KRYS	KRYSTAL BIOTECH INC	27,290	$4.968M	0.2%	—	—	COM	501147102
GTES	GATES INDL CORP PLC	281,650	$4.943M	0.2%	—	—	ORD SHS	G39108108
ASPN	ASPEN AEROGELS INC	177,874	$4.925M	0.2%	—	—	COM	04523Y105
AGYS	AGILYSYS INC	44,684	$4.869M	0.2%	—	—	COM	00847J105
SKY	CHAMPION HOMES INC	49,500	$4.695M	0.2%	—	—	COM	830830105
—	SUMMIT MATLS INC	118,178	$4.612M	0.2%	—	—	CL A	86614U100
KFY	KORN FERRY	58,890	$4.431M	0.2%	—	—	COM NEW	500643200
MGY	MAGNOLIA OIL & GAS CORP	180,730	$4.413M	0.2%	—	—	CL A	559663109
CDNA	CAREDX INC	139,880	$4.368M	0.2%	—	—	COM	14167L103
PAA	PLAINS ALL AMERN PIPELINE L	247,109	$4.292M	0.2%	—	—	UNIT LTD PARTN	726503105
BWA	BORGWARNER INC	115,344	$4.186M	0.2%	—	—	COM	099724106
KNSA	KINIKSA PHARMACEUTICALS INTL	167,200	$4.178M	0.2%	—	—	ORD SHS CL A	G52694109
GAP	GAP INC	185,466	$4.09M	0.2%	—	—	COM	364760108
SG	SWEETGREEN INC	114,937	$4.075M	0.2%	—	—	COM CL A	87043Q108
HALO	HALOZYME THERAPEUTICS INC	69,720	$3.991M	0.2%	—	—	COM	40637H109
TGTX	TG THERAPEUTICS INC	168,810	$3.948M	0.2%	—	—	COM	88322Q108
DFIN	DONNELLEY FINL SOLUTIONS INC	58,620	$3.859M	0.2%	—	—	COM	25787G100
—	INTRA-CELLULAR THERAPIES INC	51,880	$3.796M	0.2%	—	—	COM	46116X101
CRNX	CRINETICS PHARMACEUTICALS IN	73,340	$3.748M	0.2%	—	—	COM	22663K107
BC	BRUNSWICK CORP	44,660	$3.743M	0.2%	—	—	COM	117043109
ITB	ISHARES TR	28,950	$3.68M	0.1%	—	—	US HOME CONS ETF	464288752
KTB	KONTOOR BRANDS INC	43,950	$3.594M	0.1%	—	—	COM	50050N103
PRCT	PROCEPT BIOROBOTICS CORP	43,250	$3.465M	0.1%	—	—	COM	74276L105
VCEL	VERICEL CORP	78,020	$3.296M	0.1%	—	—	COM	92346J108
INSM	INSMED INC	43,300	$3.161M	0.1%	—	—	COM PAR $.01	457669307
—	BLUEPRINT MEDICINES CORP	33,990	$3.144M	0.1%	—	—	COM	09627Y109
TWST	TWIST BIOSCIENCE CORP	69,520	$3.141M	0.1%	—	—	COM	90184D100
MHK	MOHAWK INDS INC	19,460	$3.127M	0.1%	—	—	COM	608190104
FANG	DIAMONDBACK ENERGY INC	18,135	$3.126M	0.1%	—	—	COM	25278X109
LNG	CHENIERE ENERGY INC	16,966	$3.051M	0.1%	—	—	COM NEW	16411R208
OXY	OCCIDENTAL PETE CORP	57,615	$2.969M	0.1%	—	—	COM	674599105
GTLS	CHART INDS INC	23,660	$2.937M	0.1%	—	—	COM	16115Q308
RIG	TRANSOCEAN LTD	679,750	$2.889M	0.1%	—	—	REGISTERED SHS	H8817H100
STRL	STERLING INFRASTRUCTURE INC	19,656	$2.851M	0.1%	—	—	COM	859241101
—	AIR TRANSPORT SERVICES GRP I	174,540	$2.826M	0.1%	—	—	COM	00922R105
LAD	LITHIA MTRS INC	8,570	$2.722M	0.1%	—	—	COM	536797103
FOXF	FOX FACTORY HLDG CORP	65,560	$2.721M	0.1%	—	—	COM	35138V102
EPD	ENTERPRISE PRODS PARTNERS L	93,321	$2.717M	0.1%	—	—	COM	293792107
TRGP	TARGA RES CORP	18,020	$2.667M	0.1%	—	—	COM	87612G101
RNAM	AVIDITY BIOSCIENCES INC	57,110	$2.623M	0.1%	—	—	COM	05370A108
SUN	SUNOCO LP/SUNOCO FIN CORP	48,190	$2.587M	0.1%	—	—	COM UT REP LP	86765K109
COST	COSTCO WHSL CORP NEW	2,800	$2.482M	0.1%	—	—	COM	22160K105
NEOG	NEOGEN CORP	143,960	$2.42M	0.1%	—	—	COM	640491106
CALX	CALIX INC	61,850	$2.399M	0.1%	—	—	COM	13100M509
ABG	ASBURY AUTOMOTIVE GROUP INC	9,680	$2.31M	0.1%	—	—	COM	043436104
RGEN	REPLIGEN CORP	15,500	$2.307M	0.1%	—	—	COM	759916109
VST	VISTRA CORP	18,990	$2.251M	0.1%	—	—	COM	92840M102
VKTX	VIKING THERAPEUTICS INC	34,989	$2.215M	0.1%	—	—	COM	92686J106
—	ENLINK MIDSTREAM LLC	152,400	$2.211M	0.1%	—	—	COM UNIT REP LTD	29336T100
ACWX	ISHARES TR	33,730	$1.93M	0.1%	—	—	MSCI ACWI EX US	464288240
IWP	ISHARES TR	16,000	$1.877M	0.1%	—	—	RUS MD CP GR ETF	464287481
MPC	MARATHON PETE CORP	11,239	$1.831M	0.1%	—	—	COM	56585A102
HESM	HESS MIDSTREAM LP	51,635	$1.821M	0.1%	—	—	CL A SHS	428103105
DKS	DICKS SPORTING GOODS INC	8,440	$1.761M	0.1%	—	—	COM	253393102
CEG	CONSTELLATION ENERGY CORP	6,280	$1.633M	0.1%	—	—	COM	21037T109
RRC	RANGE RES CORP	52,780	$1.624M	0.1%	—	—	COM	75281A109
OKE	ONEOK INC NEW	17,220	$1.569M	0.1%	—	—	COM	682680103
LBRT	LIBERTY ENERGY INC	78,490	$1.498M	0.1%	—	—	COM CL A	53115L104
GEV	GE VERNOVA INC	5,860	$1.494M	0.1%	—	—	COM	36828A101
GEL	GENESIS ENERGY L P	110,120	$1.472M	0.1%	—	—	UNIT LTD PARTN	371927104
HDB	HDFC BANK LTD	23,390	$1.463M	0.1%	—	—	SPONSORED ADS	40415F101
EQT	EQT CORP	39,050	$1.431M	0.1%	—	—	COM	26884L109
MUSA	MURPHY USA INC	2,790	$1.375M	0.1%	—	—	COM	626755102
MTDR	MATADOR RES CO	27,350	$1.352M	0.1%	—	—	COM	576485205
CAMT	CAMTEK LTD	16,280	$1.3M	0.1%	—	—	ORD	M20791105
—	ANSYS INC	4,040	$1.287M	0.1%	—	—	COM	03662Q105
LECO	LINCOLN ELEC HLDGS INC	6,700	$1.287M	0.1%	—	—	COM	533900106
IWD	ISHARES TR	6,400	$1.215M	0.0%	—	—	RUS 1000 VAL ETF	464287598
AROC	ARCHROCK INC	59,530	$1.205M	0.0%	—	—	COM	03957W106
—	VIPER ENERGY INC	26,485	$1.195M	0.0%	—	—	CL A	927959106
QCOM	QUALCOMM INC	6,950	$1.182M	0.0%	—	—	COM	747525103
GOOG	ALPHABET INC	7,000	$1.17M	0.0%	—	—	CAP STK CL C	02079K107
WMB	WILLIAMS COS INC	25,570	$1.167M	0.0%	—	—	COM	969457100
AXON	AXON ENTERPRISE INC	2,770	$1.107M	0.0%	—	—	COM	05464C101
TDG	TRANSDIGM GROUP INC	770	$1.099M	0.0%	—	—	COM	893641100
RYTM	RHYTHM PHARMACEUTICALS INC	19,260	$1.009M	0.0%	—	—	COM	76243J105
JBHT	HUNT J B TRANS SVCS INC	5,660	$975K	0.0%	—	—	COM	445658107
NE	NOBLE CORP PLC	26,490	$957K	0.0%	—	—	ORD SHS A	G65431127
TRU	TRANSUNION	8,890	$931K	0.0%	—	—	COM	89400J107
AM	ANTERO MIDSTREAM CORP	61,260	$922K	0.0%	—	—	COM	03676B102
PWR	QUANTA SVCS INC	2,800	$835K	0.0%	—	—	COM	74762E102
KNTK	KINETIK HOLDINGS INC	17,280	$782K	0.0%	—	—	COM NEW CL A	02215L209
CQP	CHENIERE ENERGY PARTNERS LP	15,784	$769K	0.0%	—	—	COM UNIT	16411Q101
CME	CME GROUP INC	3,400	$750K	0.0%	—	—	COM	12572Q105
TSLA	TESLA INC	2,800	$733K	0.0%	—	—	COM	88160R101
SSNC	SS&C TECHNOLOGIES HLDGS INC	9,410	$698K	0.0%	—	—	COM	78467J100
CASY	CASEYS GEN STORES INC	1,840	$691K	0.0%	—	—	COM	147528103
PG	PROCTER AND GAMBLE CO	3,800	$658K	0.0%	—	—	COM	742718109
CTAS	CINTAS CORP	2,960	$609K	0.0%	—	—	COM	172908105
SCHW	SCHWAB CHARLES CORP	9,360	$607K	0.0%	—	—	COM	808513105
PCAR	PACCAR INC	5,774	$570K	0.0%	—	—	COM	693718108
APP	APPLOVIN CORP	4,140	$540K	0.0%	—	—	COM CL A	03831W108
BA	BOEING CO	3,400	$517K	0.0%	—	—	COM	097023105
CAT	CATERPILLAR INC	1,290	$505K	0.0%	—	—	COM	149123101
PSX	PHILLIPS 66	3,420	$450K	0.0%	—	—	COM	718546104
GILD	GILEAD SCIENCES INC	5,332	$447K	0.0%	—	—	COM	375558103
VLO	VALERO ENERGY CORP	3,230	$436K	0.0%	—	—	COM	91913Y100
SRPT	SAREPTA THERAPEUTICS INC	3,340	$417K	0.0%	—	—	COM	803607100
CMI	CUMMINS INC	1,240	$402K	0.0%	—	—	COM	231021106
KGS	KODIAK GAS SVCS INC	12,430	$360K	0.0%	—	—	COM	50012A108
FISV	FISERV INC	2,000	$359K	0.0%	—	—	COM	337738108
MEDP	MEDPACE HLDGS INC	1,040	$347K	0.0%	—	—	COM	58506Q109
MUR	MURPHY OIL CORP	10,060	$339K	0.0%	—	—	COM	626717102
WMS	ADVANCED DRAIN SYS INC DEL	2,150	$338K	0.0%	—	—	COM	00790R104
ETN	EATON CORP PLC	900	$298K	0.0%	—	—	SHS	G29183103
DTM	DT MIDSTREAM INC	3,570	$281K	0.0%	—	—	COMMON STOCK	23345M107
FDX	FEDEX CORP	1,000	$274K	0.0%	—	—	COM	31428X106
PCTY	PAYLOCITY HLDG CORP	1,630	$269K	0.0%	—	—	COM	70438V106
GNTX	GENTEX CORP	8,620	$256K	0.0%	—	—	COM	371901109
FIX	COMFORT SYS USA INC	650	$254K	0.0%	—	—	COM	199908104
MANH	MANHATTAN ASSOCIATES INC	890	$250K	0.0%	—	—	COM	562750109
FAST	FASTENAL CO	3,460	$247K	0.0%	—	—	COM	311900104
KO	COCA COLA CO	3,397	$244K	0.0%	—	—	COM	191216100
C	CITIGROUP INC	3,844	$241K	0.0%	—	—	COM NEW	172967424
FCX	FREEPORT-MCMORAN INC	4,550	$227K	0.0%	—	—	CL B	35671D857
SLB	SCHLUMBERGER LTD	5,260	$221K	0.0%	—	—	COM STK	806857108
PSN	PARSONS CORP DEL	2,070	$215K	0.0%	—	—	COM	70202L102
ITW	ILLINOIS TOOL WKS INC	770	$202K	0.0%	—	—	COM	452308109
BHP	BHP GROUP LTD	3,240	$201K	0.0%	—	—	SPONSORED ADS	088606108
RIO	RIO TINTO PLC	2,780	$198K	0.0%	—	—	SPONSORED ADR	767204100
FAN	FIRST TR EXCHANGE-TRADED FD	10,962	$198K	0.0%	—	—	GBL WND ENRG ETF	33736G106
PFE	PFIZER INC	6,500	$188K	0.0%	—	—	COM	717081103
NKE	NIKE INC	2,000	$177K	0.0%	—	—	CL B	654106103
MOG/A	MOOG INC	860	$174K	0.0%	—	—	CL A	615394202
PSTG	PURE STORAGE INC	3,250	$163K	0.0%	—	—	CL A	74624M102
XIFR	NEXTERA ENERGY PARTNERS LP	5,910	$163K	0.0%	—	—	COM UNIT PART IN	65341B106
IWO	ISHARES TR	500	$142K	0.0%	—	—	RUS 2000 GRW ETF	464287648
TRMB	TRIMBLE INC	2,160	$134K	0.0%	—	—	COM	896239100
NEE	NEXTERA ENERGY INC	1,560	$132K	0.0%	—	—	COM	65339F101
SYK	STRYKER CORPORATION	340	$123K	0.0%	—	—	COM	863667101
RUN	SUNRUN INC	5,890	$106K	0.0%	—	—	COM	86771W105
DAR	DARLING INGREDIENTS INC	2,170	$80,637	0.0%	—	—	COM	237266101
RPM	RPM INTL INC	580	$70,180	0.0%	—	—	COM	749685103
MCHP	MICROCHIP TECHNOLOGY INC.	720	$57,809	0.0%	—	—	COM	595017104
INTC	INTEL CORP	2,200	$51,612	0.0%	—	—	COM	458140100
PHIN	PHINIA INC	1,114	$51,277	0.0%	—	—	COMMON STOCK	71880K101
PAYX	PAYCHEX INC	360	$48,308	0.0%	—	—	COM	704326107
—	STERICYCLE INC	770	$46,970	0.0%	—	—	COM	858912108
LUV	SOUTHWEST AIRLS CO	1,560	$46,223	0.0%	—	—	COM	844741108
MDT	MEDTRONIC PLC	480	$43,214	0.0%	—	—	SHS	G5960L103
FFIV	F5 INC	140	$30,828	0.0%	—	—	COM	315616102
BLDP	BALLARD PWR SYS INC NEW	14,890	$26,802	0.0%	—	—	COM	058586108
SEE	SEALED AIR CORP NEW	720	$26,136	0.0%	—	—	COM	81211K100
PRAA	PRA GROUP INC	1,150	$25,714	0.0%	—	—	COM	69354N106
WDS	WOODSIDE ENERGY GROUP LTD	1,171	$20,188	0.0%	—	—	SPONSORED ADR	980228308
NFE	NEW FORTRESS ENERGY INC	1,465	$13,317	0.0%	—	—	COM CL A	644393100
SHLS	SHOALS TECHNOLOGIES GROUP IN	2,140	$12,005	0.0%	—	—	CL A	82489W107
UAA	UNDER ARMOUR INC	1,340	$11,939	0.0%	—	—	CL A	904311107
UA	UNDER ARMOUR INC	1,349	$11,278	0.0%	—	—	CL C	904311206
—	WORKHORSE GROUP INC	189	$164	0.0%	—	—	COM SHS	98138J305