Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
NVDA	NVIDIA CORPORATION	258,701	$48.27M	4.8%	$93.82	+85.8%	COM	67066G104
AAPL	APPLE INC	189,534	$48.26M	4.8%	$125.93	+79.1%	COM	037833100
MSFT	MICROSOFT CORP	72,394	$37.5M	3.7%	$407.80	+24.7%	COM	594918104
META	META PLATFORMS INC	37,189	$27.31M	2.7%	$187.22	+297.0%	CL A	30303M102
GOOGL	ALPHABET INC	94,243	$22.91M	2.3%	$111.53	+87.6%	CAP STK CL A	02079K305
TSLA	TESLA INC	47,722	$21.22M	2.1%	$200.56	+72.9%	COM	88160R101
KLAC	KLA CORP	13,225	$14.26M	1.4%	$714.90	+30.1%	COM NEW	482480100
AVGO	BROADCOM INC	42,250	$13.94M	1.4%	$157.05	+94.7%	COM	11135F101
FAST	FASTENAL CO	183,381	$8.993M	0.9%	$39.61	+18.5%	COM	311900104
PG	PROCTER AND GAMBLE CO	57,504	$8.835M	0.9%	$163.69	-5.4%	COM	742718109
VEEV	VEEVA SYS INC	28,317	$8.436M	0.8%	$228.51	+23.2%	CL A COM	922475108
CSGP	COSTAR GROUP INC	98,485	$8.309M	0.8%	$80.53	+9.7%	COM	22160N109
IBM	INTERNATIONAL BUSINESS MACHS	25,963	$7.326M	0.7%	$242.40	+7.1%	COM	459200101
CDNS	CADENCE DESIGN SYSTEM INC	20,686	$7.266M	0.7%	$278.09	+23.7%	COM	127387108
ABBV	ABBVIE INC	31,205	$7.225M	0.7%	$155.15	+30.2%	COM	00287Y109
MRK	MERCK & CO INC	85,999	$7.218M	0.7%	$75.19	+7.8%	COM	58933Y105
LRCX	LAM RESEARCH CORP	52,279	$7M	0.7%	$78.55	+34.3%	COM NEW	512807306
EXPD	EXPEDITORS INTL WASH INC	56,587	$6.937M	0.7%	$113.64	+4.1%	COM	302130109
EMR	EMERSON ELEC CO	51,658	$6.777M	0.7%	$122.78	+10.3%	COM	291011104
IMO	IMPERIAL OIL LTD	73,696	$6.687M	0.7%	$67.48	+26.8%	COM NEW	453038408
JNJ	JOHNSON & JOHNSON	35,456	$6.574M	0.6%	$152.35	+11.3%	COM	478160104
AU	ANGLOGOLD ASHANTI PLC	92,840	$6.529M	0.6%	$18.82	+191.8%	COM SHS	G0378L100
SNOW	SNOWFLAKE INC	28,514	$6.431M	0.6%	$171.85	+25.0%	COM SHS	833445109
MDT	MEDTRONIC PLC	67,179	$6.398M	0.6%	$84.43	+8.1%	SHS	G5960L103
MA	MASTERCARD INCORPORATED	11,160	$6.348M	0.6%	$468.35	+22.4%	CL A	57636Q104
CAH	CARDINAL HEALTH INC	40,422	$6.345M	0.6%	$101.86	+50.8%	COM	14149Y108
ECL	ECOLAB INC	22,991	$6.296M	0.6%	$249.61	+8.3%	COM	278865100
PWR	QUANTA SVCS INC	15,029	$6.228M	0.6%	$91.21	+326.0%	COM	74762E102
GLW	CORNING INC	75,237	$6.172M	0.6%	$48.48	+34.0%	COM	219350105
IDXX	IDEXX LABS INC	9,400	$6.005M	0.6%	$499.76	+21.5%	COM	45168D104
GPC	GENUINE PARTS CO	42,840	$5.938M	0.6%	$117.20	+13.0%	COM	372460105
GWW	GRAINGER W W INC	5,947	$5.667M	0.6%	$1021.62	-2.0%	COM	384802104
CMI	CUMMINS INC	13,327	$5.629M	0.6%	$346.20	+10.0%	COM	231021106
ZS	ZSCALER INC	18,485	$5.539M	0.5%	$195.42	+45.9%	COM	98980G102
AEM	AGNICO EAGLE MINES LTD	32,552	$5.487M	0.5%	$48.72	+180.9%	COM	008474108
SPGI	S&P GLOBAL INC	11,135	$5.42M	0.5%	$422.82	+26.3%	COM	78409V104
ANET	ARISTA NETWORKS INC	36,360	$5.298M	0.5%	$98.10	+31.3%	COM SHS	040413205
ABT	ABBOTT LABS	39,408	$5.278M	0.5%	$90.45	+44.4%	COM	002824100
AMAT	APPLIED MATLS INC	25,605	$5.242M	0.5%	$87.62	+106.3%	COM	038222105
CTAS	CINTAS CORP	25,109	$5.154M	0.5%	$197.78	+7.6%	COM	172908105
KVUE	KENVUE INC	316,828	$5.142M	0.5%	$18.89	+6.2%	COM	49177J102
LOW	LOWES COS INC	20,165	$5.068M	0.5%	$242.06	+0.9%	COM	548661107
MDLZ	MONDELEZ INTL INC	81,073	$5.065M	0.5%	$59.87	+5.9%	CL A	609207105
SN	SHARKNINJA INC	48,542	$5.007M	0.5%	$77.42	+47.5%	COM SHS	G8068L108
PLD	PROLOGIS INC.	43,621	$4.996M	0.5%	$99.01	+9.4%	COM	74340W103
ALLE	ALLEGION PLC	28,074	$4.979M	0.5%	$103.83	+59.0%	ORD SHS	G0176J109
AZN	ASTRAZENECA PLC	64,714	$4.965M	0.5%	$57.51	—	SPONSORED ADR	046353108
FERG	FERGUSON ENTERPRISES INC	21,939	$4.927M	0.5%	$198.91	+13.0%	COMMON STOCK NEW	31488V107
WELL	WELLTOWER INC	27,212	$4.847M	0.5%	$128.96	+26.7%	COM	95040Q104
ASML	ASML HOLDING N V	5,001	$4.841M	0.5%	$516.19	—	N Y REGISTRY SHS	N07059210
HAL	HALLIBURTON CO	195,581	$4.811M	0.5%	$25.38	-13.8%	COM	406216101
SHOP	SHOPIFY INC	31,746	$4.718M	0.5%	$99.85	+35.8%	CL A SUB VTG SHS	82509L107
SHW	SHERWIN WILLIAMS CO	13,574	$4.7M	0.5%	$347.00	+1.3%	COM	824348106
ONON	ON HLDG AG	110,319	$4.672M	0.5%	$27.34	+74.0%	NAMEN AKT A	H5919C104
SCCO	SOUTHERN COPPER CORP	38,030	$4.615M	0.5%	$59.78	+63.5%	COM	84265V105
CBRE	CBRE GROUP INC	29,206	$4.602M	0.5%	$83.65	+84.9%	CL A	12504L109
PEP	PEPSICO INC	32,625	$4.582M	0.5%	$142.83	-1.7%	COM	713448108
CNQ	CANADIAN NAT RES LTD	143,212	$4.577M	0.5%	$29.64	+5.7%	COM	136385101
MPWR	MONOLITHIC PWR SYS INC	4,959	$4.566M	0.5%	$625.81	+29.1%	COM	609839105
VRT	VERTIV HOLDINGS CO	30,201	$4.556M	0.4%	$115.71	+15.2%	COM CL A	92537N108
PODD	INSULET CORP	14,716	$4.543M	0.4%	$242.27	+29.3%	COM	45784P101
BDX	BECTON DICKINSON & CO	24,233	$4.536M	0.4%	$222.58	-17.3%	COM	075887109
TEL	TE CONNECTIVITY PLC	20,491	$4.498M	0.4%	$149.43	+33.8%	ORD SHS	G87052109
V	VISA INC	13,160	$4.493M	0.4%	$226.70	+52.2%	COM CL A	92826C839
NVS	NOVARTIS AG	34,293	$4.398M	0.4%	$95.47	—	SPONSORED ADR	66987V109
LLY	ELI LILLY & CO	5,743	$4.382M	0.4%	$812.15	-8.6%	COM	532457108
LOGI	LOGITECH INTL S A	37,608	$4.125M	0.4%	$79.60	+24.7%	SHS	H50430232
NET	CLOUDFLARE INC	19,066	$4.091M	0.4%	$120.68	+69.2%	CL A COM	18915M107
APD	AIR PRODS & CHEMS INC	14,661	$3.998M	0.4%	$219.73	+29.9%	COM	009158106
STM	STMICROELECTRONICS N V	140,972	$3.984M	0.4%	$22.06	—	NY REGISTRY	861012102
TYL	TYLER TECHNOLOGIES INC	7,598	$3.975M	0.4%	$585.34	-4.1%	COM	902252105
CNI	CANADIAN NATL RY CO	41,271	$3.892M	0.4%	$99.22	-3.2%	COM	136375102
MTD	METTLER TOLEDO INTERNATIONAL	3,141	$3.856M	0.4%	$1265.88	-1.0%	COM	592688105
GEHC	GE HEALTHCARE TECHNOLOGIES I	51,110	$3.838M	0.4%	$75.18	-0.8%	COMMON STOCK	36266G107
BKNG	BOOKING HOLDINGS INC	710	$3.836M	0.4%	$2184.97	+154.6%	COM	09857L108
EQIX	EQUINIX INC	4,891	$3.831M	0.4%	$668.20	+15.9%	COM	29444U700
GRMN	GARMIN LTD	15,516	$3.82M	0.4%	$103.86	+120.6%	SHS	H2906T109
CRM	SALESFORCE INC	16,042	$3.802M	0.4%	$179.72	+39.9%	COM	79466L302
TJX	TJX COS INC NEW	25,377	$3.668M	0.4%	$120.10	+10.1%	COM	872540109
SWKS	SKYWORKS SOLUTIONS INC	47,510	$3.657M	0.4%	$85.25	-14.1%	COM	83088M102
BOOT	BOOT BARN HLDGS INC	21,919	$3.632M	0.4%	$111.78	+54.2%	COM	099406100
HWM	HOWMET AEROSPACE INC	18,456	$3.622M	0.4%	$126.73	+43.7%	COM	443201108
NVO	NOVO-NORDISK A S	65,167	$3.616M	0.4%	$69.13	—	ADR	670100205
UBER	UBER TECHNOLOGIES INC	36,880	$3.613M	0.4%	$43.41	+115.4%	COM	90353T100
GIL	GILDAN ACTIVEWEAR INC	62,329	$3.603M	0.4%	$49.15	+8.7%	COM	375916103
DDOG	DATADOG INC	24,771	$3.527M	0.3%	$106.02	+29.9%	CL A COM	23804L103
RSG	REPUBLIC SVCS INC	15,355	$3.524M	0.3%	$233.28	0.0%	COM	760759100
ROST	ROSS STORES INC	22,936	$3.495M	0.3%	$138.49	+2.7%	COM	778296103
AVB	AVALONBAY CMNTYS INC	18,024	$3.482M	0.3%	$184.25	+3.8%	COM	053484101
CHRW	C H ROBINSON WORLDWIDE INC	25,792	$3.415M	0.3%	$84.01	+38.6%	COM NEW	12541W209
APP	APPLOVIN CORP	4,682	$3.364M	0.3%	$330.03	+39.7%	COM CL A	03831W108
TGT	TARGET CORP	37,449	$3.359M	0.3%	$138.83	-30.3%	COM	87612E106
TPL	TEXAS PACIFIC LAND CORPORATI	3,562	$3.326M	0.3%	$209.14	+50.1%	COM	88262P102
PANW	PALO ALTO NETWORKS INC	16,296	$3.318M	0.3%	$185.05	+3.4%	COM	697435105
COP	CONOCOPHILLIPS	35,066	$3.317M	0.3%	$63.69	+46.5%	COM	20825C104
ETN	EATON CORP PLC	8,846	$3.31M	0.3%	$136.86	+165.4%	SHS	G29183103
SNPS	SYNOPSYS INC	6,703	$3.307M	0.3%	$505.79	+11.8%	COM	871607107
KTB	KONTOOR BRANDS INC	40,216	$3.208M	0.3%	$56.19	+27.4%	COM	50050N103
KMB	KIMBERLY-CLARK CORP	25,677	$3.193M	0.3%	$129.92	-2.4%	COM	494368103
PNR	PENTAIR PLC	28,763	$3.186M	0.3%	$43.61	+144.2%	SHS	G7S00T104
LIN	LINDE PLC	6,697	$3.181M	0.3%	$324.51	+45.0%	SHS	G54950103
—	UNILEVER PLC	52,973	$3.14M	0.3%	$59.54	—	SPON ADR NEW	904767704
WDAY	WORKDAY INC	12,998	$3.129M	0.3%	$206.80	+11.8%	CL A	98138H101
AZO	AUTOZONE INC	726	$3.114M	0.3%	$1634.69	+145.4%	COM	053332102
DHR	DANAHER CORPORATION	15,653	$3.103M	0.3%	$215.93	-8.1%	COM	235851102
CTVA	CORTEVA INC	45,635	$3.086M	0.3%	$46.60	+54.9%	COM	22052L104
DD	DUPONT DE NEMOURS INC	39,391	$3.069M	0.3%	$28.40	+9.6%	COM	26614N102
CSCO	CISCO SYS INC	44,842	$3.068M	0.3%	$45.21	+49.0%	COM	17275R102
TSM	TAIWAN SEMICONDUCTOR MFG LTD	10,961	$3.061M	0.3%	$166.01	—	SPONSORED ADS	874039100
ROL	ROLLINS INC	51,424	$3.021M	0.3%	$49.68	+14.0%	COM	775711104
PSX	PHILLIPS 66	22,188	$3.018M	0.3%	$119.05	+6.2%	COM	718546104
NUE	NUCOR CORP	22,204	$3.007M	0.3%	$126.61	+11.0%	COM	670346105
ATO	ATMOS ENERGY CORP	17,409	$2.973M	0.3%	$153.12	+4.5%	COM	049560105
XOM	EXXON MOBIL CORP	26,178	$2.952M	0.3%	$75.08	+46.1%	COM	30231G102
EQR	EQUITY RESIDENTIAL	45,598	$2.952M	0.3%	$63.32	+1.1%	SH BEN INT	29476L107
XYL	XYLEM INC	19,890	$2.934M	0.3%	$99.11	+39.3%	COM	98419M100
MLM	MARTIN MARIETTA MATLS INC	4,556	$2.872M	0.3%	$505.20	+17.7%	COM	573284106
DOV	DOVER CORP	16,851	$2.811M	0.3%	$190.32	-6.1%	COM	260003108
SYY	SYSCO CORP	33,985	$2.798M	0.3%	$71.29	+10.6%	COM	871829107
SPOT	SPOTIFY TECHNOLOGY S A	4,009	$2.798M	0.3%	$699.24	0.0%	SHS	L8681T102
WST	WEST PHARMACEUTICAL SVSC INC	10,446	$2.74M	0.3%	$273.21	-11.1%	COM	955306105
SBUX	STARBUCKS CORP	32,318	$2.734M	0.3%	$100.57	-11.9%	COM	855244109
LECO	LINCOLN ELEC HLDGS INC	11,584	$2.732M	0.3%	$196.34	+19.3%	COM	533900106
MNST	MONSTER BEVERAGE CORP NEW	39,847	$2.682M	0.3%	$44.31	+40.9%	COM	61174X109
CPRT	COPART INC	59,603	$2.68M	0.3%	$54.99	-14.3%	COM	217204106
CVX	CHEVRON CORP NEW	17,256	$2.68M	0.3%	$150.55	+1.1%	COM	166764100
POOL	POOL CORP	8,624	$2.674M	0.3%	$384.55	-19.0%	COM	73278L105
WY	WEYERHAEUSER CO MTN BE	107,855	$2.674M	0.3%	$28.67	-12.1%	COM NEW	962166104
KO	COCA COLA CO	40,083	$2.658M	0.3%	$64.97	+4.5%	COM	191216100
ISRG	INTUITIVE SURGICAL INC	5,914	$2.645M	0.3%	$292.61	+64.0%	COM NEW	46120E602
ERIC	TELEFONAKTIEBOLAGET LM ERICS	319,538	$2.643M	0.3%	$7.76	—	ADR B SEK 10	294821608
GNRC	GENERAC HLDGS INC	15,785	$2.642M	0.3%	$143.47	+22.1%	COM	368736104
AMGN	AMGEN INC	9,291	$2.622M	0.3%	$289.36	-1.0%	COM	031162100
CHD	CHURCH & DWIGHT CO INC	29,815	$2.613M	0.3%	$104.31	-10.6%	COM	171340102
NTNX	NUTANIX INC	34,909	$2.597M	0.3%	$61.55	+19.2%	CL A	67059N108
RMBS	RAMBUS INC DEL	24,825	$2.587M	0.3%	$77.09	0.0%	COM	750917106
TXN	TEXAS INSTRS INC	14,036	$2.579M	0.3%	$182.41	+6.0%	COM	882508104
BIRK	BIRKENSTOCK HOLDING PLC	56,754	$2.568M	0.3%	$50.20	-2.5%	COM SHS	M2029K104
ITW	ILLINOIS TOOL WKS INC	9,757	$2.544M	0.3%	$250.69	+2.6%	COM	452308109
RBLX	ROBLOX CORP	18,200	$2.521M	0.2%	$111.53	+11.4%	CL A	771049103
MAA	MID-AMER APT CMNTYS INC	18,036	$2.52M	0.2%	$137.11	+4.0%	COM	59522J103
NTAP	NETAPP INC	21,180	$2.509M	0.2%	$71.14	+55.7%	COM	64110D104
CLX	CLOROX CO DEL	20,287	$2.501M	0.2%	$147.36	-17.0%	COM	189054109
FIX	COMFORT SYS USA INC	3,019	$2.491M	0.2%	$456.13	+48.4%	COM	199908104
NDSN	NORDSON CORP	10,698	$2.428M	0.2%	$208.72	+4.9%	COM	655663102
ADBE	ADOBE INC	6,847	$2.415M	0.2%	$346.32	+3.6%	COM	00724F101
ROP	ROPER TECHNOLOGIES INC	4,816	$2.402M	0.2%	$556.81	-4.6%	COM	776696106
EL	LAUDER ESTEE COS INC	26,682	$2.351M	0.2%	$77.39	+14.3%	CL A	518439104
UNP	UNION PAC CORP	9,883	$2.336M	0.2%	$234.43	-4.8%	COM	907818108
REG	REGENCY CTRS CORP	31,763	$2.316M	0.2%	$70.04	-0.1%	COM	758849103
COHR	COHERENT CORP	21,461	$2.312M	0.2%	$72.93	+36.7%	COM	19247G107
MKC	MCCORMICK & CO INC	34,435	$2.304M	0.2%	$76.34	-9.5%	COM NON VTG	579780206
CMG	CHIPOTLE MEXICAN GRILL INC	58,581	$2.296M	0.2%	$54.38	-17.2%	COM	169656105
AMZN	AMAZON COM INC	10,424	$2.289M	0.2%	$133.89	+69.1%	COM	023135106
NXPI	NXP SEMICONDUCTORS N V	10,020	$2.282M	0.2%	$174.10	+28.1%	COM	N6596X109
TSCO	TRACTOR SUPPLY CO	39,813	$2.264M	0.2%	$53.92	+8.5%	COM	892356106
CL	COLGATE PALMOLIVE CO	27,856	$2.227M	0.2%	$87.83	-3.6%	COM	194162103
CPT	CAMDEN PPTY TR	20,823	$2.223M	0.2%	$112.99	-4.6%	SH BEN INT	133131102
HUBS	HUBSPOT INC	4,750	$2.222M	0.2%	$692.76	-27.4%	COM	443573100
NPO	ENPRO INC	9,636	$2.178M	0.2%	$147.07	+46.8%	COM	29355X107
BSX	BOSTON SCIENTIFIC CORP	22,141	$2.162M	0.2%	$100.70	+2.8%	COM	101137107
AOS	SMITH A O CORP	29,360	$2.155M	0.2%	$66.45	+6.7%	COM	831865209
CPAY	CORPAY INC	7,477	$2.154M	0.2%	$360.79	-11.6%	COM SHS	219948106
NEM	NEWMONT CORP	25,245	$2.128M	0.2%	$58.49	+18.6%	COM	651639106
LULU	LULULEMON ATHLETICA INC	11,882	$2.114M	0.2%	$322.92	-37.9%	COM	550021109
TT	TRANE TECHNOLOGIES PLC	4,997	$2.108M	0.2%	$140.01	+204.7%	SHS	G8994E103
ALNY	ALNYLAM PHARMACEUTICALS INC	4,620	$2.107M	0.2%	$332.32	+22.5%	COM	02043Q107
ODFL	OLD DOMINION FREIGHT LINE IN	14,897	$2.097M	0.2%	$180.58	-15.5%	COM	679580100
EXPE	EXPEDIA GROUP INC	9,782	$2.091M	0.2%	$164.48	+21.7%	COM NEW	30212P303
RGLD	ROYAL GOLD INC	10,263	$2.059M	0.2%	$172.96	0.0%	COM	780287108
LOPE	GRAND CANYON ED INC	9,250	$2.03M	0.2%	$192.10	0.0%	COM	38526M106
ESE	ESCO TECHNOLOGIES INC	9,402	$1.985M	0.2%	$153.19	+29.0%	COM	296315104
HSY	HERSHEY CO	10,012	$1.873M	0.2%	$179.65	0.0%	COM	427866108
FND	FLOOR & DECOR HLDGS INC	25,261	$1.862M	0.2%	$93.76	-12.6%	CL A	339750101
JCI	JOHNSON CTLS INTL PLC	16,796	$1.847M	0.2%	$59.46	+79.7%	SHS	G51502105
AEIS	ADVANCED ENERGY INDS	10,720	$1.824M	0.2%	$94.12	+59.8%	COM	007973100
MSCI	MSCI INC	3,202	$1.817M	0.2%	$548.06	+2.7%	COM	55354G100
FFIV	F5 INC	5,462	$1.765M	0.2%	$313.03	0.0%	COM	315616102
DLR	DIGITAL RLTY TR INC	10,147	$1.754M	0.2%	$158.64	+6.3%	COM	253868103
ACN	ACCENTURE PLC IRELAND	7,040	$1.736M	0.2%	$303.20	-14.0%	SHS CLASS A	G1151C101
COR	CENCORA INC	5,546	$1.733M	0.2%	$230.54	+27.3%	COM	03073E105
DHI	D R HORTON INC	10,164	$1.723M	0.2%	$100.77	+55.4%	COM	23331A109
NEU	NEWMARKET CORP	2,056	$1.703M	0.2%	$765.22	0.0%	COM	651587107
CRH	CRH PLC	14,021	$1.681M	0.2%	$94.84	+11.3%	ORD	G25508105
ESS	ESSEX PPTY TR INC	6,207	$1.661M	0.2%	$280.32	-5.4%	COM	297178105
EW	EDWARDS LIFESCIENCES CORP	21,227	$1.651M	0.2%	$79.28	-1.4%	COM	28176E108
AMT	AMERICAN TOWER CORP NEW	8,577	$1.649M	0.2%	$196.28	+4.2%	COM	03027X100
PPG	PPG INDS INC	15,596	$1.639M	0.2%	$112.61	-2.3%	COM	693506107
VLTO	VERALTO CORP	14,999	$1.599M	0.2%	$84.14	+25.1%	COM SHS	92338C103
TWLO	TWILIO INC	15,883	$1.59M	0.2%	$143.31	-21.4%	CL A	90138F102
PKG	PACKAGING CORP AMER	7,246	$1.579M	0.2%	$186.28	+9.5%	COM	695156109
NSC	NORFOLK SOUTHN CORP	5,159	$1.55M	0.2%	$276.03	0.0%	COM	655844108
PCTY	PAYLOCITY HLDG CORP	9,590	$1.527M	0.2%	$188.42	-6.0%	COM	70438V106
ITGR	INTEGER HLDGS CORP	14,666	$1.515M	0.1%	$101.80	+6.9%	COM	45826H109
AMH	AMERICAN HOMES 4 RENT	44,745	$1.488M	0.1%	$34.31	—	CL A	02665T306
PSA	PUBLIC STORAGE OPER CO	5,132	$1.482M	0.1%	$261.81	+7.5%	COM	74460D109
CDW	CDW CORP	9,060	$1.443M	0.1%	$201.42	-16.2%	COM	12514G108
DT	DYNATRACE INC	29,760	$1.442M	0.1%	$50.61	0.0%	COM NEW	268150109
TTD	THE TRADE DESK INC	29,213	$1.432M	0.1%	$60.24	+5.3%	COM CL A	88339J105
HEI/A	HEICO CORP NEW	5,445	$1.384M	0.1%	$193.59	+29.1%	CL A	422806208
ATR	APTARGROUP INC	10,347	$1.383M	0.1%	$143.40	0.0%	COM	038336103
NKE	NIKE INC	19,823	$1.382M	0.1%	$73.31	+0.7%	CL B	654106103
INCY	INCYTE CORP	16,196	$1.374M	0.1%	$79.04	0.0%	COM	45337C102
BSY	BENTLEY SYS INC	26,640	$1.371M	0.1%	$47.44	+15.1%	COM CL B	08265T208
PINS	PINTEREST INC	42,287	$1.36M	0.1%	$37.32	-2.8%	CL A	72352L106
VMC	VULCAN MATLS CO	4,306	$1.325M	0.1%	$252.23	+12.3%	COM	929160109
ITRI	ITRON INC	10,576	$1.317M	0.1%	$107.76	+18.0%	COM	465741106
ICFI	ICF INTL INC	14,027	$1.302M	0.1%	$98.13	-5.6%	COM	44925C103
CHWY	CHEWY INC	32,152	$1.301M	0.1%	$38.56	0.0%	CL A	16679L109
MTSI	MACOM TECH SOLUTIONS HLDGS I	10,331	$1.286M	0.1%	$119.58	+10.4%	COM	55405Y100
KFY	KORN FERRY	18,305	$1.281M	0.1%	$66.10	+8.9%	COM NEW	500643200
ADUS	ADDUS HOMECARE CORP	10,767	$1.27M	0.1%	$96.99	+15.7%	COM	006739106
MSTR	STRATEGY INC	3,898	$1.256M	0.1%	$321.00	+15.6%	CL A NEW	594972408
NBIX	NEUROCRINE BIOSCIENCES INC	8,946	$1.256M	0.1%	$135.50	0.0%	COM	64125C109
EPAM	EPAM SYS INC	8,301	$1.252M	0.1%	$164.18	0.0%	COM	29414B104
UPS	UNITED PARCEL SERVICE INC	14,708	$1.229M	0.1%	$110.28	-20.1%	CL B	911312106
GEV	GE VERNOVA INC	1,977	$1.215M	0.1%	$605.52	0.0%	COM	36828A101
MANH	MANHATTAN ASSOCIATES INC	5,927	$1.215M	0.1%	$210.22	+0.6%	COM	562750109
TOST	TOAST INC	33,120	$1.209M	0.1%	$39.30	+10.5%	CL A	888787108
TREX	TREX CO INC	23,311	$1.204M	0.1%	$69.39	-12.2%	COM	89531P105
CARR	CARRIER GLOBAL CORPORATION	20,152	$1.203M	0.1%	$55.46	+21.9%	COM	14448C104
GOOG	ALPHABET INC	4,929	$1.201M	0.1%	$173.15	+21.2%	CAP STK CL C	02079K107
ALG	ALAMO GROUP INC	6,233	$1.19M	0.1%	$193.68	+10.5%	COM	011311107
WAB	WABTEC	5,899	$1.183M	0.1%	$191.82	+2.7%	COM	929740108
FDS	FACTSET RESH SYS INC	3,907	$1.119M	0.1%	$443.33	-14.3%	COM	303075105
GOLF	ACUSHNET HLDGS CORP	14,245	$1.118M	0.1%	$56.65	+37.1%	COM	005098108
GDDY	GODADDY INC	8,124	$1.112M	0.1%	$153.92	0.0%	CL A	380237107
CPNG	COUPANG INC	34,076	$1.097M	0.1%	$30.23	0.0%	CL A	22266T109
RGEN	REPLIGEN CORP	8,183	$1.094M	0.1%	$153.93	-21.1%	COM	759916109
EXLS	EXLSERVICE HOLDINGS INC	24,439	$1.076M	0.1%	$47.86	-9.5%	COM	302081104
APPF	APPFOLIO INC	3,825	$1.054M	0.1%	$207.54	+30.2%	COM CL A	03783C100
DIOD	DIODES INC	19,734	$1.05M	0.1%	$52.18	+2.7%	COM	254543101
FN	FABRINET	2,844	$1.037M	0.1%	$329.28	0.0%	SHS	G3323L100
OLLI	OLLIES BARGAIN OUTLET HLDGS	7,942	$1.02M	0.1%	$105.73	+25.6%	COM	681116109
ELS	EQUITY LIFESTYLE PPTYS INC	16,765	$1.018M	0.1%	$66.73	—	COM	29472R108
HOLX	HOLOGIC INC	14,978	$1.011M	0.1%	$66.26	+0.2%	COM	436440101
GLD	SPDR GOLD TR	2,840	$1.01M	0.1%	$200.65	—	GOLD SHS	78463V107
DORM	DORMAN PRODS INC	6,378	$994K	0.1%	$127.86	+12.2%	COM	258278100
AMBA	AMBARELLA INC	11,883	$981K	0.1%	$65.98	+10.1%	SHS	G037AX101
BHE	BENCHMARK ELECTRS INC	25,433	$980K	0.1%	$39.61	-1.0%	COM	08160H101
ADC	AGREE RLTY CORP	13,674	$971K	0.1%	$71.04	—	COM	008492100
BCPC	BALCHEM CORP	6,258	$939K	0.1%	$117.73	+33.0%	COM	057665200
COHU	COHU INC	45,582	$927K	0.1%	$20.61	-2.1%	COM	192576106
BLKB	BLACKBAUD INC	14,402	$926K	0.1%	$67.10	-2.4%	COM	09227Q100
WAY	WAYSTAR HLDG CORP	24,365	$924K	0.1%	$39.48	-6.1%	COM	946784105
SLAB	SILICON LABORATORIES INC	7,046	$924K	0.1%	$136.18	0.0%	COM	826919102
LFUS	LITTELFUSE INC	3,506	$908K	0.1%	$198.71	+26.0%	COM	537008104
CUBE	CUBESMART	22,206	$903K	0.1%	$42.62	—	COM	229663109
EBAY	EBAY INC.	9,845	$895K	0.1%	$87.96	0.0%	COM	278642103
DXCM	DEXCOM INC	13,199	$888K	0.1%	$79.94	-1.0%	COM	252131107
ENS	ENERSYS	7,844	$886K	0.1%	$98.20	-0.2%	COM	29275Y102
HALO	HALOZYME THERAPEUTICS INC	11,930	$875K	0.1%	$66.43	0.0%	COM	40637H109
PTC	PTC INC	4,227	$858K	0.1%	$178.15	+14.5%	COM	69370C100
RAMP	LIVERAMP HLDGS INC	31,540	$856K	0.1%	$28.41	+3.9%	COM	53815P108
VRSN	VERISIGN INC	3,025	$846K	0.1%	$278.13	0.0%	COM	92343E102
OTIS	OTIS WORLDWIDE CORP	9,223	$843K	0.1%	$93.95	-4.1%	COM	68902V107
CRL	CHARLES RIV LABS INTL INC	5,311	$831K	0.1%	$158.82	0.0%	COM	159864107
CSW	CSW INDUSTRIALS INC	3,376	$820K	0.1%	$321.28	-16.7%	COM	126402106
DGX	QUEST DIAGNOSTICS INC	4,278	$815K	0.1%	$120.90	+46.1%	COM	74834L100
RDDT	REDDIT INC	3,522	$810K	0.1%	$204.09	0.0%	CL A	75734B100
FELE	FRANKLIN ELEC INC	8,142	$775K	0.1%	$97.86	-4.0%	COM	353514102
TECH	BIO-TECHNE CORP	13,913	$774K	0.1%	$74.40	-28.2%	COM	09073M104
FIS	FIDELITY NATL INFORMATION SV	11,709	$772K	0.1%	$74.87	-3.6%	COM	31620M106
FLEX	FLEX LTD	12,939	$750K	0.1%	$53.12	0.0%	ORD	Y2573F102
VMI	VALMONT INDS INC	1,906	$739K	0.1%	$363.72	0.0%	COM	920253101
PBH	PRESTIGE CONSMR HEALTHCARE I	11,710	$731K	0.1%	$81.32	-14.4%	COM	74112D101
KFRC	KFORCE INC	24,047	$721K	0.1%	$50.06	-29.2%	COM	493732101
POWI	POWER INTEGRATIONS INC	17,882	$719K	0.1%	$56.76	-15.8%	COM	739276103
FICO	FAIR ISAAC CORP	471	$705K	0.1%	$1503.82	0.0%	COM	303250104
CROX	CROCS INC	8,265	$691K	0.1%	$91.29	0.0%	COM	227046109
IOT	SAMSARA INC	18,210	$678K	0.1%	$37.14	0.0%	COM CL A	79589L106
MCO	MOODYS CORP	1,411	$672K	0.1%	$478.56	+5.0%	COM	615369105
COIN	COINBASE GLOBAL INC	1,991	$672K	0.1%	$233.78	+45.0%	COM CL A	19260Q107
IPAR	INTERPARFUMS INC	6,806	$670K	0.1%	$121.27	-2.9%	COM	458334109
TPR	TAPESTRY INC	5,861	$664K	0.1%	$104.00	0.0%	COM	876030107
WCN	WASTE CONNECTIONS INC	3,697	$650K	0.1%	$110.98	+63.9%	COM	94106B101
CTSH	COGNIZANT TECHNOLOGY SOLUTIO	9,651	$647K	0.1%	$71.83	0.0%	CL A	192446102
WAT	WATERS CORP	2,144	$643K	0.1%	$301.75	0.0%	COM	941848103
DOCU	DOCUSIGN INC	8,661	$624K	0.1%	$77.06	0.0%	COM	256163106
LH	LABCORP HOLDINGS INC	2,172	$623K	0.1%	$240.30	+11.0%	COM SHS	504922105
AXON	AXON ENTERPRISE INC	855	$613K	0.1%	$758.81	0.0%	COM	05464C101
CTS	CTS CORP	15,139	$605K	0.1%	$45.77	-9.6%	COM	126501105
SMCI	SUPER MICRO COMPUTER INC	11,832	$567K	0.1%	$47.75	0.0%	COM NEW	86800U302
AMD	ADVANCED MICRO DEVICES INC	3,468	$561K	0.1%	$115.21	+40.1%	COM	007903107
TEAM	ATLASSIAN CORPORATION	3,392	$542K	0.1%	$170.05	+6.4%	CL A	049468101
CHH	CHOICE HOTELS INTL INC	4,970	$531K	0.1%	$121.41	0.0%	COM	169905106
AVNS	AVANOS MED INC	43,230	$500K	0.0%	$24.95	-53.1%	COM	05350V106
CWAN	CLEARWATER ANALYTICS HLDGS I	27,012	$487K	0.0%	$26.09	-22.3%	CL A	185123106
JLL	JONES LANG LASALLE INC	1,620	$483K	0.0%	$231.16	+23.6%	COM	48020Q107
FTV	FORTIVE CORP	9,632	$472K	0.0%	$50.70	-3.0%	COM	34959J108
EME	EMCOR GROUP INC	725	$471K	0.0%	$606.37	0.0%	COM	29084Q100
—	KELLANOVA	5,307	$435K	0.0%	$79.58	-1.2%	COM	487836108
PLUS	EPLUS INC	6,024	$428K	0.0%	$70.51	0.0%	COM	294268107
MDB	MONGODB INC	1,376	$427K	0.0%	$257.06	0.0%	CL A	60937P106
FR	FIRST INDL RLTY TR INC	8,142	$419K	0.0%	$52.19	—	COM	32054K103
SLP	SIMULATIONS PLUS INC	27,686	$417K	0.0%	$26.86	-45.9%	COM	829214105
EGP	EASTGROUP PPTYS INC	2,361	$400K	0.0%	$175.54	—	COM	277276101
ENTG	ENTEGRIS INC	4,228	$391K	0.0%	$106.74	-20.5%	COM	29362U104
BMNR	BITMINE IMMERSION TECNOLOGIE	7,421	$385K	0.0%	$50.65	0.0%	COM NEW	09175A206
SITE	SITEONE LANDSCAPE SUPPLY INC	2,773	$357K	0.0%	$158.54	-14.4%	COM	82982L103
REXR	REXFORD INDL RLTY INC	8,623	$354K	0.0%	$52.87	—	COM	76169C100
IEX	IDEX CORP	2,100	$342K	0.0%	$194.23	-13.5%	COM	45167R104
ROKU	ROKU INC	3,292	$330K	0.0%	$135.73	-32.1%	COM CL A	77543R102
RMD	RESMED INC	1,202	$329K	0.0%	$272.23	0.0%	COM	761152107
FTNT	FORTINET INC	3,876	$326K	0.0%	$89.23	0.0%	COM	34959E109
GWRE	GUIDEWIRE SOFTWARE INC	1,412	$324K	0.0%	$107.21	+112.1%	COM	40171V100
MCHP	MICROCHIP TECHNOLOGY INC.	4,935	$317K	0.0%	$54.43	+22.9%	COM	595017104
VST	VISTRA CORP	1,584	$310K	0.0%	$197.68	0.0%	COM	92840M102
IT	GARTNER INC	1,164	$306K	0.0%	$291.66	0.0%	COM	366651107
BROS	DUTCH BROS INC	5,707	$299K	0.0%	$63.23	0.0%	CL A	26701L100
TEM	TEMPUS AI INC	3,487	$281K	0.0%	$57.34	+22.1%	CL A	88023B103
HD	HOME DEPOT INC	694	$281K	0.0%	$381.72	+1.9%	COM	437076102
LCID	LUCID GROUP INC	10,335	$246K	0.0%	$22.60	0.0%	COM NEW	549498202
ROK	ROCKWELL AUTOMATION INC	667	$233K	0.0%	$343.44	0.0%	COM	773903109
NOW	SERVICENOW INC	253	$232K	0.0%	$186.78	0.0%	COM	81762P102
URI	UNITED RENTALS INC	239	$228K	0.0%	$888.48	0.0%	COM	911363109
TMO	THERMO FISHER SCIENTIFIC INC	438	$212K	0.0%	$464.78	0.0%	COM	883556102
INTU	INTUIT	306	$209K	0.0%	$674.49	+6.7%	COM	461202103
SPSK	TIDAL TRUST I	10,747	$199K	0.0%	$18.04	—	SP DWJNS SUKUK	886364702
NIO	NIO INC	19,898	$152K	0.0%	$5.69	—	SPON ADS	62914V106
IEP	ICAHN ENTERPRISES LP	10,425	$87,782	0.0%	$8.42	—	DEPOSITARY UNIT	451100101
RXRX	RECURSION PHARMACEUTICALS IN	14,816	$72,302	0.0%	$10.27	-48.9%	CL A	75629V104
—	FRANKLIN LTD DURATION INCOME	10,525	$67,044	0.0%	$6.37	—	COM	35472T101
SSKN	STRATA SKIN SCIENCES INC	21,800	$44,908	0.0%	$2.58	-23.2%	COM	86272A305
PLUG	PLUG POWER INC	11,678	$27,210	0.0%	$2.11	-19.8%	COM NEW	72919P202
KNDI	KANDI TECHNOLOGIES GROUP INC	18,997	$22,986	0.0%	$2.20	-41.4%	USD ORD SHS	G5214E103
CBAT	CBAK ENERGY TECHNOLOGY INC	24,312	$21,754	0.0%	$5.06	-80.8%	COM	14986C102