Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AAPL	APPLE INC	176,473	$47.98M	4.7%	$125.93	+113.1%	COM	037833100
NVDA	NVIDIA CORPORATION	255,681	$47.68M	4.7%	$93.82	+98.4%	COM	67066G104
MSFT	MICROSOFT CORP	72,606	$35.11M	3.4%	$407.80	+22.8%	COM	594918104
GOOGL	ALPHABET INC	89,721	$28.08M	2.8%	$111.53	+156.1%	CAP STK CL A	02079K305
META	META PLATFORMS INC	37,591	$24.81M	2.4%	$192.35	+246.9%	CL A	30303M102
TSLA	TESLA INC	48,014	$21.59M	2.1%	$200.56	+121.0%	COM	88160R101
KLAC	KLA CORP	12,622	$15.34M	1.5%	$714.90	+63.9%	COM NEW	482480100
AVGO	BROADCOM INC	43,496	$15.05M	1.5%	$162.77	+119.3%	COM	11135F101
MRK	MERCK & CO INC	86,710	$9.127M	0.9%	$75.19	+24.0%	COM	58933Y105
LRCX	LAM RESEARCH CORP	52,503	$8.988M	0.9%	$78.55	+97.8%	COM NEW	512807306
EXPD	EXPEDITORS INTL WASH INC	55,999	$8.344M	0.8%	$113.64	+19.4%	COM	302130109
PG	PROCTER AND GAMBLE CO	58,094	$8.325M	0.8%	$163.52	-10.0%	COM	742718109
CAH	CARDINAL HEALTH INC	39,097	$8.034M	0.8%	$101.86	+84.3%	COM	14149Y108
AU	ANGLOGOLD ASHANTI PLC	93,775	$7.997M	0.8%	$19.41	+299.4%	COM SHS	G0378L100
IBM	INTERNATIONAL BUSINESS MACHS	25,895	$7.67M	0.8%	$242.40	+23.3%	COM	459200101
FAST	FASTENAL CO	182,632	$7.329M	0.7%	$39.61	+6.1%	COM	311900104
JNJ	JOHNSON & JOHNSON	34,734	$7.188M	0.7%	$152.35	+29.3%	COM	478160104
ABBV	ABBVIE INC	31,436	$7.183M	0.7%	$155.15	+46.7%	COM	00287Y109
MA	MASTERCARD INCORPORATED	11,582	$6.612M	0.6%	$471.65	+18.5%	CL A	57636Q104
AMAT	APPLIED MATLS INC	25,637	$6.588M	0.6%	$87.62	+173.3%	COM	038222105
MDT	MEDTRONIC PLC	67,991	$6.531M	0.6%	$84.58	+14.8%	SHS	G5960L103
IMO	IMPERIAL OIL LTD	74,324	$6.415M	0.6%	$67.48	+34.4%	COM NEW	453038408
IDXX	IDEXX LABS INC	9,401	$6.36M	0.6%	$499.76	+36.3%	COM	45168D104
VEEV	VEEVA SYS INC	28,171	$6.289M	0.6%	$228.51	+16.1%	CL A COM	922475108
SNOW	SNOWFLAKE INC	28,171	$6.179M	0.6%	$171.85	+42.0%	COM SHS	833445109
GWW	WW GRAINGER INC	6,072	$6.127M	0.6%	$1020.53	-5.1%	COM	384802104
CMI	CUMMINS INC	11,978	$6.114M	0.6%	$346.20	+34.7%	COM	231021106
LLY	ELI LILLY & CO	5,624	$6.043M	0.6%	$812.15	+17.7%	COM	532457108
CDNS	CADENCE DESIGN SYSTEM INC	19,260	$6.02M	0.6%	$278.09	+17.3%	COM	127387108
WELL	WELLTOWER INC	32,429	$6.019M	0.6%	$138.21	+34.9%	COM	95040Q104
ECL	ECOLAB INC	22,767	$5.977M	0.6%	$249.61	+6.5%	COM	278865100
AZN	ASTRAZENECA PLC	64,952	$5.971M	0.6%	$57.51	—	SPONSORED ADR	046353108
PWR	QUANTA SVCS INC	13,859	$5.849M	0.6%	$91.21	+381.6%	COM	74762E102
PLD	PROLOGIS INC.	45,442	$5.801M	0.6%	$100.00	+23.9%	COM	74340W103
SPGI	S&P GLOBAL INC	11,038	$5.769M	0.6%	$422.82	+16.9%	COM	78409V104
HAL	HALLIBURTON CO	195,743	$5.532M	0.5%	$25.38	+3.6%	COM	406216101
SCCO	SOUTHERN COPPER CORP	38,355	$5.503M	0.5%	$59.78	+122.1%	COM	84265V105
CTAS	CINTAS CORP	29,226	$5.497M	0.5%	$196.42	-4.2%	COM	172908105
AEM	AGNICO EAGLE MINES LTD	32,363	$5.486M	0.5%	$48.72	+244.5%	COM	008474108
KVUE	KENVUE INC	317,249	$5.473M	0.5%	$18.89	-14.0%	COM	49177J102
SN	SHARKNINJA INC	48,657	$5.445M	0.5%	$77.42	+27.3%	COM SHS	G8068L108
ASML	ASML HOLDING N V	5,029	$5.38M	0.5%	$516.19	—	N Y REGISTRY SHS	N07059210
GPC	GENUINE PARTS CO	42,981	$5.285M	0.5%	$117.20	+9.8%	COM	372460105
VRT	VERTIV HOLDINGS CO	32,489	$5.264M	0.5%	$119.79	+44.9%	COM CL A	92537N108
ETN	EATON CORP PLC	16,413	$5.228M	0.5%	$237.15	+49.4%	SHS	G29183103
ONON	ON HLDG AG	110,637	$5.142M	0.5%	$27.34	+57.6%	NAMEN AKT A	H5919C104
SHOP	SHOPIFY INC	31,729	$5.107M	0.5%	$99.85	+60.8%	CL A SUB VTG SHS	82509L107
CNQ	CANADIAN NAT RES LTD	145,269	$4.917M	0.5%	$29.68	+9.2%	COM	136385101
ABT	ABBOTT LABS	39,169	$4.907M	0.5%	$90.45	+40.7%	COM	002824100
FERG	FERGUSON ENTERPRISES INC	21,952	$4.887M	0.5%	$198.91	+19.6%	COMMON STOCK NEW	31488V107
BDX	BECTON DICKINSON & CO	25,179	$4.887M	0.5%	$221.34	-14.4%	COM	075887109
GLW	CORNING INC	55,640	$4.872M	0.5%	$48.48	+77.4%	COM	219350105
LOW	LOWES COS INC	20,094	$4.846M	0.5%	$242.06	-0.9%	COM	548661107
CBRE	CBRE GROUP INC	29,680	$4.772M	0.5%	$84.83	+85.3%	CL A	12504L109
V	VISA INC	13,599	$4.769M	0.5%	$230.37	+47.8%	COM CL A	92826C839
NVS	NOVARTIS AG	34,593	$4.769M	0.5%	$95.47	—	SPONSORED ADR	66987V109
EMR	EMERSON ELEC CO	35,743	$4.744M	0.5%	$122.78	+7.8%	COM	291011104
PEP	PEPSICO INC	32,449	$4.657M	0.5%	$142.83	+2.2%	COM	713448108
ANET	ARISTA NETWORKS INC	35,498	$4.651M	0.5%	$98.10	+40.3%	COM SHS	040413205
ALLE	ALLEGION PLC	28,311	$4.508M	0.4%	$103.83	+60.5%	ORD SHS	G0176J109
ZS	ZSCALER INC	19,990	$4.496M	0.4%	$201.96	+39.8%	COM	98980G102
MDLZ	MONDELEZ INTL INC	83,128	$4.475M	0.4%	$59.80	-4.6%	CL A	609207105
SHW	SHERWIN WILLIAMS CO	13,685	$4.434M	0.4%	$347.00	-3.7%	COM	824348106
MTD	METTLER TOLEDO INTERNATIONAL	3,142	$4.381M	0.4%	$1265.88	+10.3%	COM	592688105
MPWR	MONOLITHIC PWR SYS INC	4,814	$4.363M	0.4%	$625.81	+53.5%	COM	609839105
CRM	SALESFORCE INC	16,462	$4.361M	0.4%	$181.46	+36.8%	COM	79466L302
APD	AIR PRODS & CHEMS INC	17,598	$4.347M	0.4%	$225.06	+11.8%	COM	009158106
GEHC	GE HEALTHCARE TECHNOLOGIES I	51,363	$4.213M	0.4%	$75.18	+3.6%	COMMON STOCK	36266G107
PODD	INSULET CORP	14,620	$4.156M	0.4%	$242.27	+29.1%	COM	45784P101
ROST	ROSS STORES INC	22,993	$4.142M	0.4%	$138.49	+20.3%	COM	778296103
CNI	CANADIAN NATL RY CO	41,555	$4.108M	0.4%	$99.22	-3.1%	COM	136375102
LULU	LULULEMON ATHLETICA INC	19,757	$4.106M	0.4%	$266.41	-32.0%	COM	550021109
CHRW	C H ROBINSON WORLDWIDE INC	25,098	$4.035M	0.4%	$84.01	+75.4%	COM NEW	12541W209
COHR	COHERENT CORP	21,461	$3.961M	0.4%	$72.93	+105.1%	COM	19247G107
GIL	GILDAN ACTIVEWEAR INC	63,288	$3.953M	0.4%	$49.31	+20.6%	COM	375916103
TEL	TE CONNECTIVITY PLC	17,186	$3.91M	0.4%	$149.43	+54.8%	ORD SHS	G87052109
BOOT	BOOT BARN HLDGS INC	22,081	$3.897M	0.4%	$111.78	+66.9%	COM	099406100
TJX	TJX COS INC NEW	25,226	$3.875M	0.4%	$120.10	+23.0%	COM	872540109
EQIX	EQUINIX INC	5,041	$3.862M	0.4%	$671.56	+16.3%	COM	29444U700
BKNG	BOOKING HOLDINGS INC	718	$3.846M	0.4%	$2217.87	+131.7%	COM	09857L108
LECO	LINCOLN ELEC HLDGS INC	15,901	$3.811M	0.4%	$207.34	+14.2%	COM	533900106
HWM	HOWMET AEROSPACE INC	18,456	$3.784M	0.4%	$126.73	+57.0%	COM	443201108
LOGI	LOGITECH INTL S A	37,688	$3.777M	0.4%	$79.60	+41.2%	SHS	H50430232
NET	CLOUDFLARE INC	19,083	$3.762M	0.4%	$120.68	+75.3%	CL A COM	18915M107
REG	REGENCY CTRS CORP	53,562	$3.697M	0.4%	$69.81	-0.5%	COM	758849103
RSG	REPUBLIC SVCS INC	17,440	$3.696M	0.4%	$231.05	-7.1%	COM	760759100
STM	STMICROELECTRONICS N V	142,104	$3.686M	0.4%	$22.06	—	NY REGISTRY	861012102
DHR	DANAHER CORPORATION	16,045	$3.673M	0.4%	$216.02	+1.6%	COM	235851102
HSY	HERSHEY CO	19,673	$3.58M	0.4%	$180.85	+0.7%	COM	427866108
CSCO	CISCO SYS INC	45,836	$3.531M	0.3%	$45.83	+61.0%	COM	17275R102
NUE	NUCOR CORP	21,632	$3.528M	0.3%	$126.61	+18.3%	COM	670346105
TGT	TARGET CORP	35,985	$3.518M	0.3%	$138.83	-34.0%	COM	87612E106
COP	CONOCOPHILLIPS	36,473	$3.414M	0.3%	$64.71	+39.1%	COM	20825C104
AVB	AVALONBAY CMNTYS INC	18,701	$3.391M	0.3%	$184.09	-2.3%	COM	053484101
ISRG	INTUITIVE SURGICAL INC	5,932	$3.36M	0.3%	$292.61	+81.9%	COM NEW	46120E602
DDOG	DATADOG INC	24,699	$3.359M	0.3%	$106.02	+49.1%	CL A COM	23804L103
NVO	NOVO-NORDISK A S	65,646	$3.34M	0.3%	$69.13	—	ADR	670100205
NXPI	NXP SEMICONDUCTORS N V	15,386	$3.34M	0.3%	$187.91	+13.7%	COM	N6596X109
TSM	TAIWAN SEMICONDUCTOR MFG LTD	10,867	$3.303M	0.3%	$166.01	—	SPONSORED ADS	874039100
DOV	DOVER CORP	16,392	$3.2M	0.3%	$190.32	-4.5%	COM	260003108
TPL	TEXAS PACIFIC LAND CORPORATI	11,142	$3.2M	0.3%	$274.38	+11.2%	COM	88262P102
GRMN	GARMIN LTD	15,750	$3.195M	0.3%	$105.54	+105.3%	SHS	H2906T109
WDAY	WORKDAY INC	14,794	$3.178M	0.3%	$209.28	+8.6%	CL A	98138H101
UL	UNILEVER PLC	48,331	$3.161M	0.3%	$65.40	—	SPON ADR NEW	904767803
UNP	UNION PAC CORP	13,657	$3.159M	0.3%	$232.47	-2.2%	COM	907818108
DASH	DOORDASH INC	13,932	$3.155M	0.3%	$234.56	0.0%	CL A	25809K105
TYL	TYLER TECHNOLOGIES INC	6,911	$3.137M	0.3%	$585.34	-18.6%	COM	902252105
ERIC	TELEFONAKTIEBOLAGET LM ERICS	323,304	$3.12M	0.3%	$7.78	—	ADR B SEK 10	294821608
CTVA	CORTEVA INC	46,543	$3.12M	0.3%	$46.95	+37.5%	COM	22052L104
XOM	EXXON MOBIL CORP	25,781	$3.102M	0.3%	$75.08	+53.8%	COM	30231G102
SNPS	SYNOPSYS INC	6,584	$3.092M	0.3%	$505.79	-12.2%	COM	871607107
ROL	ROLLINS INC	51,496	$3.091M	0.3%	$49.68	+18.1%	COM	775711104
AMGN	AMGEN INC	9,357	$3.063M	0.3%	$289.36	+9.2%	COM	031162100
SWKS	SKYWORKS SOLUTIONS INC	47,957	$3.041M	0.3%	$85.25	-18.5%	COM	83088M102
MNST	MONSTER BEVERAGE CORP NEW	39,462	$3.026M	0.3%	$44.31	+61.7%	COM	61174X109
EQR	EQUITY RESIDENTIAL	47,615	$3.002M	0.3%	$63.21	-4.0%	SH BEN INT	29476L107
UBER	UBER TECHNOLOGIES INC	36,619	$2.992M	0.3%	$43.41	+107.4%	COM	90353T100
PANW	PALO ALTO NETWORKS INC	16,105	$2.967M	0.3%	$185.05	+9.0%	COM	697435105
PSX	PHILLIPS 66	22,836	$2.947M	0.3%	$119.48	+12.2%	COM	718546104
PNR	PENTAIR PLC	27,888	$2.904M	0.3%	$43.61	+144.7%	SHS	G7S00T104
ATO	ATMOS ENERGY CORP	17,068	$2.861M	0.3%	$153.12	+12.5%	COM	049560105
LIN	LINDE PLC	6,606	$2.817M	0.3%	$324.51	+31.7%	SHS	G54950103
EL	LAUDER ESTEE COS INC	26,642	$2.79M	0.3%	$77.39	+25.1%	CL A	518439104
MLM	MARTIN MARIETTA MATLS INC	4,464	$2.78M	0.3%	$505.20	+23.0%	COM	573284106
EXPE	EXPEDIA GROUP INC	9,782	$2.771M	0.3%	$164.48	+50.1%	COM NEW	30212P303
KO	COCA COLA CO	39,154	$2.737M	0.3%	$64.97	+6.8%	COM	191216100
XYL	XYLEM INC	20,072	$2.733M	0.3%	$99.11	+44.9%	COM	98419M100
CVX	CHEVRON CORP NEW	17,860	$2.722M	0.3%	$150.58	+0.5%	COM	166764100
WST	WEST PHARMACEUTICAL SVSC INC	9,825	$2.703M	0.3%	$273.21	+0.1%	COM	955306105
SBUX	STARBUCKS CORP	32,022	$2.697M	0.3%	$100.57	-16.4%	COM	855244109
FIX	COMFORT SYS USA INC	2,858	$2.667M	0.3%	$456.13	+102.4%	COM	199908104
ROP	ROPER TECHNOLOGIES INC	5,960	$2.653M	0.3%	$538.64	-14.2%	COM	776696106
MAA	MID-AMER APT CMNTYS INC	18,775	$2.608M	0.3%	$136.95	-2.9%	COM	59522J103
TXN	TEXAS INSTRS INC	14,885	$2.582M	0.3%	$181.75	-6.1%	COM	882508104
KTB	KONTOOR BRANDS INC	41,876	$2.558M	0.3%	$56.91	+30.4%	COM	50050N103
NEM	NEWMONT CORP	25,597	$2.556M	0.3%	$58.93	+53.1%	COM	651639106
NTNX	NUTANIX INC	48,698	$2.517M	0.2%	$61.42	-0.5%	CL A	67059N108
KMB	KIMBERLY-CLARK CORP	24,875	$2.51M	0.2%	$129.92	-16.6%	COM	494368103
NDSN	NORDSON CORP	10,287	$2.473M	0.2%	$208.72	+12.2%	COM	655663102
AZO	AUTOZONE INC	728	$2.469M	0.2%	$1634.69	+131.1%	COM	053332102
ADBE	ADOBE INC	6,888	$2.411M	0.2%	$346.32	-1.8%	COM	00724F101
CPT	CAMDEN PPTY TR	21,754	$2.395M	0.2%	$112.57	-8.4%	SH BEN INT	133131102
AMZN	AMAZON COM INC	10,316	$2.381M	0.2%	$133.89	+70.9%	COM	023135106
CHD	CHURCH & DWIGHT CO INC	28,110	$2.357M	0.2%	$104.31	-18.3%	COM	171340102
BIRK	BIRKENSTOCK HOLDING PLC	57,459	$2.35M	0.2%	$50.11	-15.5%	COM SHS	M2029K104
SYY	SYSCO CORP	31,871	$2.349M	0.2%	$71.29	+5.9%	COM	871829107
NTAP	NETAPP INC	21,795	$2.334M	0.2%	$72.34	+57.1%	COM	64110D104
ITW	ILLINOIS TOOL WKS INC	9,425	$2.321M	0.2%	$250.69	-1.2%	COM	452308109
CPRT	COPART INC	58,927	$2.307M	0.2%	$54.99	-24.6%	COM	217204106
AEIS	ADVANCED ENERGY INDS	10,902	$2.283M	0.2%	$95.95	+112.0%	COM	007973100
SPOT	SPOTIFY TECHNOLOGY S A	3,922	$2.277M	0.2%	$699.24	-10.6%	SHS	L8681T102
MKC	MCCORMICK & CO INC	33,295	$2.268M	0.2%	$76.34	-13.7%	COM NON VTG	579780206
ODFL	OLD DOMINION FREIGHT LINE IN	14,345	$2.249M	0.2%	$180.58	-20.7%	COM	679580100
RMBS	RAMBUS INC DEL	24,187	$2.223M	0.2%	$77.09	+27.7%	COM	750917106
TT	TRANE TECHNOLOGIES PLC	5,661	$2.203M	0.2%	$172.10	+140.3%	SHS	G8994E103
CL	COLGATE PALMOLIVE CO	26,869	$2.123M	0.2%	$87.83	-10.8%	COM	194162103
WY	WEYERHAEUSER CO MTN BE	89,079	$2.11M	0.2%	$28.67	-19.8%	COM NEW	962166104
BSX	BOSTON SCIENTIFIC CORP	22,086	$2.106M	0.2%	$100.70	-2.6%	COM	101137107
RGLD	ROYAL GOLD INC	9,215	$2.048M	0.2%	$172.96	+14.7%	COM	780287108
ESE	ESCO TECHNOLOGIES INC	10,406	$2.033M	0.2%	$158.74	+32.7%	COM	296315104
JCI	JOHNSON CTLS INTL PLC	16,974	$2.033M	0.2%	$60.04	+91.2%	SHS	G51502105
TSCO	TRACTOR SUPPLY CO	39,855	$1.993M	0.2%	$53.92	-0.4%	COM	892356106
NKE	NIKE INC	30,977	$1.974M	0.2%	$70.28	-7.7%	CL B	654106103
POOL	POOL CORP	8,623	$1.973M	0.2%	$384.55	-32.5%	COM	73278L105
CLX	CLOROX CO DEL	19,185	$1.934M	0.2%	$147.36	-26.5%	COM	189054109
HUBS	HUBSPOT INC	4,754	$1.908M	0.2%	$692.76	-40.2%	COM	443573100
AOS	SMITH A O CORP	28,445	$1.902M	0.2%	$66.45	+1.5%	COM	831865209
COR	CENCORA INC	5,546	$1.873M	0.2%	$230.54	+47.8%	COM	03073E105
WAB	WABTEC	8,710	$1.859M	0.2%	$196.18	+4.7%	COM	929740108
DD	DUPONT DE NEMOURS INC	46,145	$1.855M	0.2%	$29.72	+25.8%	COM	26614N102
NPO	ENPRO INC	8,605	$1.843M	0.2%	$147.07	+50.4%	COM	29355X107
ACN	ACCENTURE PLC IRELAND	6,866	$1.842M	0.2%	$303.20	-16.2%	SHS CLASS A	G1151C101
TEAM	ATLASSIAN CORPORATION	11,306	$1.833M	0.2%	$160.86	-2.4%	CL A	049468101
CRH	CRH PLC	14,642	$1.827M	0.2%	$95.87	+24.3%	ORD	G25508105
ALNY	ALNYLAM PHARMACEUTICALS INC	4,591	$1.826M	0.2%	$332.32	+33.2%	COM	02043Q107
MSCI	MSCI INC	3,158	$1.812M	0.2%	$548.06	+2.2%	COM	55354G100
MTSI	MACOM TECH SOLUTIONS HLDGS I	10,346	$1.772M	0.2%	$119.58	+32.7%	COM	55405Y100
ESS	ESSEX PPTY TR INC	6,383	$1.67M	0.2%	$279.66	-8.4%	COM	297178105
DLR	DIGITAL RLTY TR INC	10,608	$1.641M	0.2%	$158.84	+2.7%	COM	253868103
RBLX	ROBLOX CORP	19,836	$1.607M	0.2%	$111.09	-4.4%	CL A	771049103
FTNT	FORTINET INC	20,106	$1.597M	0.2%	$84.15	-1.4%	COM	34959E109
URI	UNITED RENTALS INC	1,932	$1.564M	0.2%	$869.72	-0.3%	COM	911363109
INCY	INCYTE CORP	15,743	$1.555M	0.2%	$79.04	+22.4%	COM	45337C102
AMT	AMERICAN TOWER CORP NEW	8,829	$1.55M	0.2%	$195.82	-7.9%	COM	03027X100
PKG	PACKAGING CORP AMER	7,476	$1.542M	0.2%	$186.77	+8.3%	COM	695156109
NSC	NORFOLK SOUTHN CORP	5,300	$1.53M	0.2%	$276.37	+4.4%	COM	655844108
PPG	PPG INDS INC	14,703	$1.506M	0.1%	$112.61	-11.1%	COM	693506107
VLTO	VERALTO CORP	15,098	$1.506M	0.1%	$84.14	+20.1%	COM SHS	92338C103
AMH	AMERICAN HOMES 4 RENT	46,073	$1.479M	0.1%	$34.24	—	CL A	02665T306
ILMN	ILLUMINA INC	11,218	$1.471M	0.1%	$117.40	0.0%	COM	452327109
DHI	D R HORTON INC	10,208	$1.47M	0.1%	$100.77	+50.8%	COM	23331A109
GOOG	ALPHABET INC	4,669	$1.465M	0.1%	$173.15	+65.4%	CAP STK CL C	02079K107
BCPC	BALCHEM CORP	9,243	$1.418M	0.1%	$128.73	+17.9%	COM	057665200
Q	QNITY ELECTRONICS INC	17,202	$1.405M	0.1%	$84.91	0.0%	COMMON STOCK	74743L100
PSA	PUBLIC STORAGE OPER CO	5,319	$1.38M	0.1%	$262.36	+5.7%	COM	74460D109
VMC	VULCAN MATLS CO	4,832	$1.378M	0.1%	$256.68	+14.2%	COM	929160109
LOPE	GRAND CANYON ED INC	8,268	$1.375M	0.1%	$192.10	-5.8%	COM	38526M106
NEU	NEWMARKET CORP	1,980	$1.361M	0.1%	$765.22	-0.6%	COM	651587107
GLD	SPDR GOLD TR	3,375	$1.337M	0.1%	$231.66	—	GOLD SHS	78463V107
TWLO	TWILIO INC	9,270	$1.319M	0.1%	$143.31	-13.6%	CL A	90138F102
CPNG	COUPANG INC	55,567	$1.311M	0.1%	$29.54	-3.7%	CL A	22266T109
HEI/A	HEICO CORP NEW	5,170	$1.305M	0.1%	$193.59	+27.6%	CL A	422806208
NBIX	NEUROCRINE BIOSCIENCES INC	9,011	$1.278M	0.1%	$135.50	+6.9%	COM	64125C109
FFIV	F5 INC	4,951	$1.264M	0.1%	$313.03	-14.1%	COM	315616102
KFY	KORN FERRY	19,064	$1.259M	0.1%	$66.13	+1.1%	COM NEW	500643200
FN	FABRINET	2,756	$1.255M	0.1%	$329.28	+32.1%	SHS	G3323L100
CDW	CDW CORP	9,060	$1.234M	0.1%	$201.42	-27.0%	COM	12514G108
CEG	CONSTELLATION ENERGY CORP	3,471	$1.226M	0.1%	$363.20	0.0%	COM	21037T109
ATR	APTARGROUP INC	10,009	$1.221M	0.1%	$143.40	-14.3%	COM	038336103
DT	DYNATRACE INC	28,138	$1.219M	0.1%	$50.61	-7.9%	COM NEW	268150109
ZWS	ZURN ELKAY WATER SOLNS CORP	25,913	$1.205M	0.1%	$46.77	0.0%	COM	98983L108
ICFI	ICF INTL INC	14,066	$1.2M	0.1%	$98.13	-13.5%	COM	44925C103
ADUS	ADDUS HOMECARE CORP	11,088	$1.191M	0.1%	$97.51	+17.8%	COM	006739106
ENS	ENERSYS	8,020	$1.177M	0.1%	$98.97	+34.8%	COM	29275Y102
TOST	TOAST INC	33,120	$1.176M	0.1%	$39.30	-8.3%	CL A	888787108
GOLF	ACUSHNET HLDGS CORP	14,631	$1.168M	0.1%	$57.30	+41.7%	COM	005098108
ITGR	INTEGER HLDGS CORP	14,833	$1.163M	0.1%	$101.55	-21.5%	COM	45826H109
BHE	BENCHMARK ELECTRS INC	26,135	$1.118M	0.1%	$39.71	+8.7%	COM	08160H101
TTD	THE TRADE DESK INC	29,031	$1.102M	0.1%	$60.24	-26.4%	COM CL A	88339J105
RDDT	REDDIT INC	4,792	$1.101M	0.1%	$205.74	+2.2%	CL A	75734B100
ULTA	ULTA BEAUTY INC	1,820	$1.101M	0.1%	$549.70	0.0%	COM	90384S303
DIOD	DIODES INC	22,116	$1.091M	0.1%	$52.01	-2.7%	COM	254543101
CARR	CARRIER GLOBAL CORPORATION	20,496	$1.083M	0.1%	$55.46	+0.1%	COM	14448C104
ALG	ALAMO GROUP INC	6,440	$1.081M	0.1%	$193.04	-10.0%	COM	011311107
MANH	MANHATTAN ASSOCIATES INC	6,231	$1.08M	0.1%	$208.88	-12.5%	COM	562750109
RMD	RESMED INC	4,463	$1.075M	0.1%	$259.96	-1.7%	COM	761152107
EXLS	EXLSERVICE HOLDINGS INC	25,294	$1.073M	0.1%	$47.62	-14.2%	COM	302081104
PINS	PINTEREST INC	41,379	$1.071M	0.1%	$37.32	-22.9%	CL A	72352L106
FDS	FACTSET RESH SYS INC	3,689	$1.07M	0.1%	$443.33	-36.8%	COM	303075105
COHU	COHU INC	45,910	$1.068M	0.1%	$20.61	+11.2%	COM	192576106
ELS	EQUITY LIFESTYLE PPTYS INC	17,308	$1.049M	0.1%	$66.54	—	COM	29472R108
CHWY	CHEWY INC	30,959	$1.023M	0.1%	$38.56	-10.0%	CL A	16679L109
CSW	CSW INDUSTRIALS INC	3,481	$1.022M	0.1%	$319.62	-16.7%	COM	126402106
ADC	AGREE RLTY CORP	14,045	$1.012M	0.1%	$71.07	—	COM	008492100
NXT	NEXTPOWER INC	11,345	$988K	0.1%	$90.67	0.0%	CLASS A COM	65290E101
PLUS	EPLUS INC	11,201	$982K	0.1%	$76.06	+8.5%	COM	294268107
ITRI	ITRON INC	10,576	$982K	0.1%	$107.76	+1.1%	COM	465741106
RAMP	LIVERAMP HLDGS INC	32,534	$956K	0.1%	$28.42	+1.0%	COM	53815P108
BLKB	BLACKBAUD INC	14,814	$938K	0.1%	$66.95	-7.6%	COM	09227Q100
CRWD	CROWDSTRIKE HLDGS INC	1,997	$936K	0.1%	$509.22	0.0%	CL A	22788C105
ZBRA	ZEBRA TECHNOLOGIES CORPORATI	3,769	$915K	0.1%	$267.42	0.0%	CL A	989207105
LFUS	LITTELFUSE INC	3,613	$914K	0.1%	$200.36	+27.1%	COM	537008104
NTRA	NATERA INC	3,949	$905K	0.1%	$208.59	0.0%	COM	632307104
EBAY	EBAY INC.	10,283	$896K	0.1%	$87.89	-1.7%	COM	278642103
CTSH	COGNIZANT TECHNOLOGY SOLUTIO	10,773	$894K	0.1%	$72.12	+3.5%	CL A	192446102
DXCM	DEXCOM INC	13,462	$893K	0.1%	$79.64	-18.8%	COM	252131107
OLLI	OLLIES BARGAIN OUTLET HLDGS	8,147	$893K	0.1%	$106.10	+13.6%	COM	681116109
FICO	FAIR ISAAC CORP	524	$886K	0.1%	$1525.82	+12.8%	COM	303250104
DOCU	DOCUSIGN INC	12,903	$883K	0.1%	$74.46	-7.1%	COM	256163106
APPF	APPFOLIO INC	3,711	$863K	0.1%	$207.54	+14.5%	COM CL A	03783C100
VRSN	VERISIGN INC	3,527	$857K	0.1%	$274.24	-8.5%	COM	92343E102
AXON	AXON ENTERPRISE INC	1,501	$853K	0.1%	$699.29	-11.3%	COM	05464C101
CUBE	CUBESMART	23,041	$831K	0.1%	$42.38	—	COM	229663109
PATH	UIPATH INC	50,227	$823K	0.1%	$15.56	0.0%	CL A	90364P105
FIS	FIDELITY NATL INFORMATION SV	12,348	$821K	0.1%	$74.39	-11.8%	COM	31620M106
OTIS	OTIS WORLDWIDE CORP	9,368	$818K	0.1%	$93.87	-4.9%	COM	68902V107
HALO	HALOZYME THERAPEUTICS INC	12,121	$816K	0.1%	$66.44	+1.2%	COM	40637H109
DORM	DORMAN PRODS INC	6,622	$816K	0.1%	$128.12	+5.4%	COM	258278100
CSGP	COSTAR GROUP INC	12,120	$815K	0.1%	$80.53	-12.0%	COM	22160N109
POWI	POWER INTEGRATIONS INC	22,792	$810K	0.1%	$52.67	-28.3%	COM	739276103
WAT	WATERS CORP	2,116	$804K	0.1%	$301.75	+21.9%	COM	941848103
FELE	FRANKLIN ELEC INC	8,398	$802K	0.1%	$97.77	-2.8%	COM	353514102
WAY	WAYSTAR HLDG CORP	24,365	$798K	0.1%	$39.48	-9.8%	COM	946784105
RL	RALPH LAUREN CORP	2,241	$792K	0.1%	$340.01	0.0%	CL A	751212101
IPAR	INTERPARFUMS INC	9,271	$786K	0.1%	$112.44	-21.7%	COM	458334109
PBH	PRESTIGE CONSMR HEALTHCARE I	12,696	$783K	0.1%	$79.75	-23.3%	COM	74112D101
FLEX	FLEX LTD	12,906	$780K	0.1%	$53.12	+16.3%	ORD	Y2573F102
KFRC	KFORCE INC	25,158	$778K	0.1%	$49.15	-40.2%	COM	493732101
VMI	VALMONT INDS INC	1,901	$765K	0.1%	$363.72	+11.9%	COM	920253101
TPR	TAPESTRY INC	5,879	$751K	0.1%	$104.00	+9.6%	COM	876030107
TECH	BIO-TECHNE CORP	12,761	$750K	0.1%	$74.40	-18.4%	COM	09073M104
MCO	MOODYS CORP	1,457	$744K	0.1%	$478.84	+1.8%	COM	615369105
DGX	QUEST DIAGNOSTICS INC	4,272	$741K	0.1%	$120.90	+50.6%	COM	74834L100
AMD	ADVANCED MICRO DEVICES INC	3,400	$728K	0.1%	$115.21	+94.9%	COM	007903107
PTC	PTC INC	4,040	$704K	0.1%	$178.15	+4.3%	COM	69370C100
ADSK	AUTODESK INC	2,315	$685K	0.1%	$302.56	0.0%	COM	052769106
APP	APPLOVIN CORP	1,002	$675K	0.1%	$330.03	+90.9%	COM CL A	03831W108
CTS	CTS CORP	15,648	$671K	0.1%	$45.65	-8.2%	COM	126501105
WCN	WASTE CONNECTIONS INC	3,538	$620K	0.1%	$110.98	+55.7%	COM	94106B101
IOT	SAMSARA INC	17,199	$610K	0.1%	$37.14	+4.2%	COM CL A	79589L106
CPAY	CORPAY INC	2,000	$602K	0.1%	$360.79	-19.5%	COM SHS	219948106
AMBA	AMBARELLA INC	8,058	$571K	0.1%	$65.98	+22.5%	SHS	G037AX101
MEDP	MEDPACE HLDGS INC	1,004	$564K	0.1%	$567.64	0.0%	COM	58506Q109
MDB	MONGODB INC	1,342	$563K	0.1%	$257.06	+41.5%	CL A	60937P106
JLL	JONES LANG LASALLE INC	1,671	$562K	0.1%	$233.67	+34.1%	COM	48020Q107
FTV	FORTIVE CORP	9,982	$551K	0.1%	$50.74	+2.2%	COM	34959J108
ENSG	ENSIGN GROUP INC	3,138	$547K	0.1%	$179.59	0.0%	COM	29358P101
LH	LABCORP HOLDINGS INC	2,176	$546K	0.1%	$240.30	+10.3%	COM SHS	504922105
RGEN	REPLIGEN CORP	3,314	$543K	0.1%	$153.93	+1.8%	COM	759916109
SLP	SIMULATIONS PLUS INC	27,956	$510K	0.0%	$26.86	-34.7%	COM	829214105
FISV	FISERV INC	7,237	$486K	0.0%	$83.87	0.0%	COM	337738108
FR	FIRST INDL RLTY TR INC	8,395	$481K	0.0%	$52.34	—	COM	32054K103
EME	EMCOR GROUP INC	720	$440K	0.0%	$606.37	+6.8%	COM	29084Q100
EGP	EASTGROUP PPTYS INC	2,423	$432K	0.0%	$175.61	—	COM	277276101
VST	VISTRA CORP	2,383	$384K	0.0%	$192.40	-5.4%	COM	92840M102
FND	FLOOR & DECOR HLDGS INC	5,948	$362K	0.0%	$93.76	-30.9%	CL A	339750101
MCK	MCKESSON CORP	437	$358K	0.0%	$815.57	0.0%	COM	58155Q103
CRWV	COREWEAVE INC	4,916	$352K	0.0%	$101.39	0.0%	COM CL A	21873S108
BROS	DUTCH BROS INC	5,707	$349K	0.0%	$63.23	-10.1%	CL A	26701L100
SMCI	SUPER MICRO COMPUTER INC	11,879	$348K	0.0%	$47.75	-13.8%	COM NEW	86800U302
REXR	REXFORD INDL RLTY INC	8,716	$337K	0.0%	$52.72	—	COM	76169C100
SITE	SITEONE LANDSCAPE SUPPLY INC	2,701	$336K	0.0%	$158.54	-20.1%	COM	82982L103
ENTG	ENTEGRIS INC	3,979	$335K	0.0%	$106.74	-18.7%	COM	29362U104
MORN	MORNINGSTAR INC	1,473	$320K	0.0%	$216.57	0.0%	COM	617700109
BKR	BAKER HUGHES COMPANY	6,980	$318K	0.0%	$47.34	0.0%	CL A	05722G100
IR	INGERSOLL RAND INC	3,933	$312K	0.0%	$78.94	0.0%	COM	45687V106
MCHP	MICROCHIP TECHNOLOGY INC.	4,691	$299K	0.0%	$54.43	+12.7%	COM	595017104
TMO	THERMO FISHER SCIENTIFIC INC	496	$287K	0.0%	$476.51	+18.6%	COM	883556102
HD	HOME DEPOT INC	806	$277K	0.0%	$379.34	-3.9%	COM	437076102
GWRE	GUIDEWIRE SOFTWARE INC	1,371	$276K	0.0%	$107.21	+106.3%	COM	40171V100
APH	AMPHENOL CORP NEW	1,980	$268K	0.0%	$133.54	0.0%	CL A	032095101
GEV	GE VERNOVA INC	395	$258K	0.0%	$605.52	+0.6%	COM	36828A101
COIN	COINBASE GLOBAL INC	1,132	$256K	0.0%	$233.78	+27.5%	COM CL A	19260Q107
BMNR	BITMINE IMMERSION TECNOLOGIE	9,043	$246K	0.0%	$48.84	-17.0%	COM NEW	09175A206
NOVT	NOVANTA INC	1,743	$207K	0.0%	$113.88	0.0%	COM	67000B104
NOW	SERVICENOW INC	1,335	$204K	0.0%	$174.43	-1.7%	COM	81762P102
SYK	STRYKER CORPORATION	579	$203K	0.0%	$363.46	0.0%	COM	863667101
BABA	ALIBABA GROUP HLDG LTD	1,387	$203K	0.0%	$146.53	—	SPONSORED ADS	01609W102
INTU	INTUIT	306	$203K	0.0%	$674.49	-2.0%	COM	461202103
TEM	TEMPUS AI INC	3,423	$202K	0.0%	$57.34	+36.4%	CL A	88023B103
SPSK	TIDAL TRUST I	10,789	$197K	0.0%	$18.04	—	SP DWJNS SUKUK	886364702
MICC	MAGNUM ICE CREAM CO NV	10,518	$167K	0.0%	$15.68	0.0%	ORD SHS	N5505D105
NIO	NIO INC	24,992	$127K	0.0%	$5.57	—	SPON ADS	62914V106
—	MORGAN STANLEY EMERGING MKTS	20,000	$109K	0.0%	$5.43	—	COM	617477104
—	FRANKLIN LTD DURATION INCOME	16,750	$103K	0.0%	$6.29	—	COM	35472T101
MARPS	MARINE PETE TR	24,600	$102K	0.0%	$4.14	—	UNIT BEN INT	568423107
RXRX	RECURSION PHARMACEUTICALS IN	14,408	$58,928	0.0%	$10.27	-51.8%	CL A	75629V104
PLUG	PLUG POWER INC	13,378	$26,355	0.0%	$2.18	+20.0%	COM NEW	72919P202
CBAT	CBAK ENERGY TECHNOLOGY INC	20,312	$16,963	0.0%	$5.06	-81.8%	COM	14986C102
KNDI	KANDI TECHNOLOGIES GROUP INC	15,997	$12,598	0.0%	$2.20	-51.9%	USD ORD SHS	G5214E103