Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
AAPL	APPLE INC	174,291	$44.23M	4.5%	$253.79 *	$125.93	+108.7%	COM	037833100
NVDA	NVIDIA CORPORATION	251,703	$43.9M	4.4%	$174.40 *	$93.82	+98.9%	COM	67066G104
MSFT	MICROSOFT CORP	70,768	$26.2M	2.6%	$370.17 *	$407.80	+6.6%	COM	594918104
GOOGL	ALPHABET INC	86,748	$24.95M	2.5%	$287.56 *	$111.53	+189.9%	CAP STK CL A	02079K305
META	META PLATFORMS INC	36,545	$20.91M	2.1%	$572.12 *	$192.35	+240.8%	CL A	30303M102
TSLA	TESLA INC	45,669	$16.98M	1.7%	$371.75 *	$200.56	+112.4%	COM	88160R101
KLAC	KLA CORP	10,838	$15.96M	1.6%	$1472.47	$714.90	+104.5%	COM NEW	482480100
AVGO	BROADCOM INC	42,383	$13.12M	1.3%	$309.51 *	$162.77	+105.3%	COM	11135F101
MRK	MERCK & CO INC	85,725	$10.31M	1.0%	$120.29 *	$76.25	+49.9%	COM	58933Y105
PG	PROCTER & GAMBLE CO	66,217	$9.564M	1.0%	$144.44 *	$162.08	-6.4%	COM	742718109
JNJ	JOHNSON & JOHNSON	34,417	$8.413M	0.9%	$244.44 *	$152.35	+49.6%	COM	478160104
FAST	FASTENAL CO	180,887	$8.393M	0.8%	$46.40 *	$39.61	+11.8%	COM	311900104
VRT	VERTIV HOLDINGS CO	33,062	$8.285M	0.8%	$250.58 *	$121.17	+64.9%	COM CL A	92537N108
CAH	CARDINAL HEALTH INC	38,496	$8.135M	0.8%	$211.31	$101.86	+111.4%	COM	14149Y108
WELL	WELLTOWER INC	40,189	$7.946M	0.8%	$197.71 *	$147.62	+26.6%	COM	95040Q104
PWR	QUANTA SVCS INC	13,859	$7.609M	0.8%	$549.01 *	$91.21	+433.1%	COM	74762E102
EXPD	EXPEDITORS INTL WASH INC	50,609	$7.249M	0.7%	$143.23 *	$113.64	+38.0%	COM	302130109
MDLZ	MONDELEZ INTL INC	123,373	$7.111M	0.7%	$57.64	$59.27	-1.9%	CL A	609207105
AU	ANGLOGOLD ASHANTI PLC	71,044	$6.917M	0.7%	$97.36 *	$19.41	+434.0%	COM SHS	G0378L100
ABBV	ABBVIE INC	31,183	$6.782M	0.7%	$217.49 *	$155.15	+43.5%	COM	00287Y109
BDX	BECTON DICKINSON & CO	42,248	$6.643M	0.7%	$157.23 *	$199.72	-16.0%	COM	075887109
GWW	WW GRAINGER INC	5,989	$6.533M	0.7%	$1090.78	$1020.53	+7.3%	COM	384802104
AZN	ASTRAZENECA PLC	32,691	$6.447M	0.7%	$197.22 *	$190.39	0.0%	ORD	G0593M107
PLD	PROLOGIS INC.	48,638	$6.429M	0.7%	$132.18 *	$101.91	+26.6%	COM	74340W103
ECL	ECOLAB INC	23,974	$6.378M	0.6%	$266.02 *	$251.46	+13.8%	COM	278865100
APD	AIR PRODUCTS AND CHEMICALS I	21,506	$6.247M	0.6%	$290.49 *	$233.49	+16.3%	COM	009158106
AEM	AGNICO EAGLE MINES LTD	30,321	$6.155M	0.6%	$202.98	$48.72	+322.9%	COM	008474108
LRCX	LAM RESEARCH CORP	28,790	$6.151M	0.6%	$213.66 *	$78.55	+187.7%	COM NEW	512807306
CNQ	CANADIAN NAT RES LTD MED TER	125,514	$6.116M	0.6%	$48.73 *	$29.68	+25.3%	COM	136385101
IBM	INTERNATIONAL BUSINESS MACHS	24,821	$6.016M	0.6%	$242.39 *	$242.40	+17.1%	COM	459200101
ERIC	TELEFONAKTIEBOLAGET LM ERICS	528,102	$5.952M	0.6%	$11.27	$9.13	—	ADR B SEK 10	294821608
EQIX	EQUINIX INC	6,018	$5.899M	0.6%	$980.17 *	$686.58	+11.3%	COM	29444U700
ETN	EATON CORP PLC	16,430	$5.877M	0.6%	$357.68	$237.15	+49.1%	SHS	G29183103
MDT	MEDTRONIC PLC	67,747	$5.87M	0.6%	$86.65 *	$84.58	+17.7%	SHS	G5960L103
MA	MASTERCARD INCORPORATED	11,424	$5.708M	0.6%	$499.64 *	$471.65	+14.3%	CL A	57636Q104
KVUE	KENVUE INC	320,471	$5.525M	0.6%	$17.24 *	$18.88	-6.4%	COM	49177J102
CDNS	CADENCE DESIGN SYSTEM INC	19,180	$5.33M	0.5%	$277.87 *	$278.09	+9.1%	COM	127387108
V	VISA INC	17,627	$5.327M	0.5%	$302.23 *	$252.95	+30.1%	COM CL A	92826C839
TPL	TEXAS PACIFIC LAND CORPORATI	11,186	$5.308M	0.5%	$474.55 *	$274.38	+36.0%	COM	88262P102
IDXX	IDEXX LABS INC	9,401	$5.282M	0.5%	$561.88 *	$499.76	+34.1%	COM	45168D104
CMI	CUMMINS INC	9,777	$5.26M	0.5%	$537.99 *	$346.20	+66.2%	COM	231021106
MTD	METTLER TOLEDO INTERNATIONAL	4,122	$5.199M	0.5%	$1261.30 *	$1300.91	+8.6%	COM	592688105
VEEV	VEEVA SYS INC	29,124	$5.116M	0.5%	$175.66 *	$227.70	-10.4%	CL A COM	922475108
COHR	COHERENT CORP	21,461	$5.112M	0.5%	$238.21 *	$72.93	+192.5%	COM	19247G107
SN	SHARKNINJA INC	48,232	$5.108M	0.5%	$105.90 *	$77.42	+58.5%	COM SHS	G8068L108
MPWR	MONOLITHIC PWR SYS INC	4,665	$5.1M	0.5%	$1093.27	$625.81	+76.5%	COM	609839105
LLY	ELI LILLY & CO	5,542	$5.097M	0.5%	$919.71 *	$812.15	+28.9%	COM	532457108
FERG	FERGUSON ENTERPRISES INC	21,746	$5.072M	0.5%	$233.26 *	$198.91	+26.2%	COMMON STOCK NEW	31488V107
HAL	HALLIBURTON CO	129,161	$5.036M	0.5%	$38.99 *	$25.38	+32.2%	COM	406216101
PEP	PEPSICO INC	32,390	$5.03M	0.5%	$155.29	$142.83	+8.3%	COM	713448108
CNI	CANADIAN NATL RY CO	48,487	$4.983M	0.5%	$102.77	$99.64	+2.5%	COM	136375102
ALLE	ALLEGION PLC	34,106	$4.955M	0.5%	$145.29 *	$114.44	+45.3%	ORD SHS	G0176J109
GIL	GILDAN ACTIVEWEAR INC	88,628	$4.932M	0.5%	$55.65 *	$54.48	+23.7%	COM	375916103
CTAS	CINTAS CORP	28,897	$4.888M	0.5%	$169.14 *	$196.42	-1.6%	COM	172908105
COP	CONOCOPHILLIPS	36,824	$4.861M	0.5%	$132.00 *	$64.71	+58.6%	COM	20825C104
DHR	DANAHER CORP DEL	25,539	$4.842M	0.5%	$189.60 *	$219.24	+2.5%	COM	235851102
AMAT	APPLIED MATLS INC	13,849	$4.733M	0.5%	$341.78 *	$87.62	+272.7%	COM	038222105
STM	STMICROELECTRONICS N V	135,931	$4.696M	0.5%	$34.55	$22.06	—	NY REGISTRY	861012102
LOW	LOWES COS INC	19,679	$4.65M	0.5%	$236.28 *	$242.06	+12.2%	COM	548661107
LOGI	LOGITECH INTL S A	50,906	$4.639M	0.5%	$91.12	$82.93	+11.4%	SHS	H50430232
EMR	EMERSON ELEC CO	35,125	$4.602M	0.5%	$131.02 *	$122.78	+20.9%	COM	291011104
ASML	ASML HLDG NV	3,483	$4.6M	0.5%	$1320.77	$516.19	—	N Y REGISTRY SHS	N07059210
SPGI	S&P GLOBAL INC	10,814	$4.6M	0.5%	$425.34 *	$420.81	+15.3%	COM	78409V104
NVS	NOVARTIS AG	29,882	$4.564M	0.5%	$152.75	$95.47	—	SPONSORED ADR	66987V109
GRMN	GARMIN LTD	19,660	$4.561M	0.5%	$232.01 *	$127.21	+68.6%	SHS	H2906T109
GPC	GENUINE PARTS CO	42,932	$4.54M	0.5%	$105.75 *	$117.20	+13.9%	COM	372460105
UL	UNILEVER PLC	78,662	$4.481M	0.5%	$56.97	$62.15	—	SPON ADR NEW	904767803
GLW	CORNING INC	32,943	$4.479M	0.5%	$135.97 *	$48.48	+130.4%	COM	219350105
MTSI	MACOM TECH SOLUTIONS HLDGS I	20,113	$4.466M	0.5%	$222.07	$168.83	+30.9%	COM	55405Y100
IMO	IMPERIAL OIL LTD	34,120	$4.464M	0.5%	$130.82 *	$67.48	+55.5%	COM NEW	453038408
TGT	TARGET CORP	35,727	$4.33M	0.4%	$121.20 *	$138.83	-21.3%	COM	87612E106
ANET	ARISTA NETWORKS INC	35,004	$4.298M	0.4%	$122.78 *	$98.10	+37.7%	COM SHS	040413205
SHW	SHERWIN WILLIAMS CO	13,342	$4.277M	0.4%	$320.56 *	$347.00	+2.4%	COM	824348106
HWM	HOWMET AEROSPACE INC	18,456	$4.253M	0.4%	$230.46	$126.73	+78.7%	COM	443201108
SWKS	SKYWORKS SOLUTIONS INC	79,013	$4.231M	0.4%	$53.55 *	$75.32	-20.4%	COM	83088M102
SNOW	SNOWFLAKE INC	28,038	$4.229M	0.4%	$150.82 *	$171.85	+13.2%	COM SHS	833445109
UNP	UNION PAC CORP	17,354	$4.21M	0.4%	$242.62	$234.78	+3.6%	COM	907818108
PSX	PHILLIPS 66	23,095	$4.208M	0.4%	$182.18 *	$119.79	+22.8%	COM	718546104
XOM	EXXON MOBIL CORP	24,616	$4.176M	0.4%	$169.66 *	$75.08	+84.8%	COM	30231G102
REG	REGENCY CTRS CORP	55,185	$4.175M	0.4%	$75.66 *	$69.76	-2.6%	COM	758849103
HSY	HERSHEY CO	19,861	$4.129M	0.4%	$207.89	$180.85	+13.2%	COM	427866108
KTB	KONTOOR BRANDS INC	58,636	$4.122M	0.4%	$70.29 *	$58.63	+7.3%	COM	50050N103
SCCO	SOUTHERN COPPER CORP	23,474	$4.039M	0.4%	$172.06 *	$59.78	+213.4%	COM	84265V105
CBRE	CBRE GROUP INC	29,804	$4.037M	0.4%	$135.46 *	$84.83	+90.3%	CL A	12504L109
CHRW	C H ROBINSON WORLDWIDE IN	24,241	$4.026M	0.4%	$166.07 *	$84.01	+115.8%	COM NEW	12541W209
RSG	REPUBLIC SVCS INC	18,131	$3.971M	0.4%	$219.02	$230.50	-6.0%	COM	760759100
TJX	TJX COS INC NEW	24,844	$3.968M	0.4%	$159.70 *	$120.10	+28.4%	COM	872540109
NET	CLOUDFLARE INC	19,083	$3.938M	0.4%	$206.34 *	$120.68	+51.1%	CL A COM	18915M107
CTVA	CORTEVA INC	46,603	$3.901M	0.4%	$83.71 *	$46.95	+55.0%	COM	22052L104
HEI/A	HEICO CORP NEW	18,199	$3.842M	0.4%	$211.08 *	$240.75	+7.8%	CL A	422806208
ROST	ROSS STORES INC	17,611	$3.815M	0.4%	$216.63 *	$138.49	+38.9%	COM	778296103
CVX	CHEVRON CORPORATION	18,141	$3.753M	0.4%	$206.90 *	$150.91	+13.9%	COM	166764100
SHOP	SHOPIFY INC	31,527	$3.74M	0.4%	$118.62 *	$99.85	+36.7%	CL A SUB VTG SHS	82509L107
ONON	ON HLDG AG	109,815	$3.736M	0.4%	$34.02 *	$27.34	+69.4%	NAMEN AKT A	H5919C104
GEHC	GE HEALTHCARE TECHNOLOGIES I	50,838	$3.619M	0.4%	$71.18 *	$75.18	+9.4%	COMMON STOCK	36266G107
NVO	NOVO-NORDISK A S	98,290	$3.612M	0.4%	$36.75	$58.37	—	ADR	670100205
CSCO	CISCO SYS INC	46,391	$3.6M	0.4%	$77.59	$46.21	+68.6%	COM	17275R102
NUE	NUCOR CORP	21,028	$3.556M	0.4%	$169.10 *	$126.61	+40.9%	COM	670346105
PODD	INSULET CORP	16,648	$3.493M	0.4%	$209.84 *	$244.96	+7.9%	COM	45784P101
LECO	LINCOLN ELEC HLDGS INC	13,981	$3.482M	0.4%	$249.07 *	$207.34	+30.6%	COM	533900106
DD	DUPONT DE NEMOURS INC	75,399	$3.453M	0.3%	$45.80	$36.08	+27.8%	COM	26614N102
DOV	DOVER CORP	15,989	$3.333M	0.3%	$208.46 *	$190.32	+12.8%	COM	260003108
AMGN	AMGEN INC	9,281	$3.265M	0.3%	$351.83	$289.36	+20.8%	COM	031162100
MDB	MONGODB INC	13,307	$3.257M	0.3%	$244.77 *	$364.17	+3.3%	CL A	60937P106
AZO	AUTOZONE INC	947	$3.199M	0.3%	$3378.27 *	$2094.98	+73.0%	COM	053332102
LIN	LINDE PLC	6,399	$3.172M	0.3%	$495.75 *	$324.51	+41.8%	SHS	G54950103
TSM	TAIWAN SEMICONDUCTOR MANUFAC	9,377	$3.169M	0.3%	$337.96	$166.01	—	SPONSORED ADS	874039100
NKE	NIKE INC	59,705	$3.154M	0.3%	$52.82 *	$67.25	-4.9%	CL B	654106103
NXPI	NXP SEMICONDUCTORS N V	15,615	$3.074M	0.3%	$196.86 *	$188.59	+24.3%	COM	N6596X109
ATO	ATMOS ENERGY CORP	16,610	$3.068M	0.3%	$184.72 *	$153.12	+12.0%	COM	049560105
CRM	SALESFORCE INC	16,393	$3.06M	0.3%	$186.67 *	$181.46	+18.9%	COM	79466L302
LULU	LULULEMON ATHLETICA INC	19,691	$3.015M	0.3%	$153.10 *	$266.41	-29.1%	COM	550021109
BKNG	BOOKING HOLDINGS INC	707	$2.975M	0.3%	$4207.66 *	$2217.87	+115.6%	COM	09857L108
BOOT	BOOT BARN HLDGS INC	19,951	$2.92M	0.3%	$146.36 *	$111.78	+70.6%	COM	099406100
TXN	TEXAS INSTRS INC	14,955	$2.903M	0.3%	$194.13 *	$181.75	+13.5%	COM	882508104
KO	COCA COLA CO	37,906	$2.883M	0.3%	$76.05	$64.97	+15.1%	COM	191216100
SBUX	STARBUCKS CORP	31,595	$2.831M	0.3%	$89.59 *	$100.57	-6.9%	COM	855244109
MNST	MONSTER BEVERAGE CORP NEW	38,827	$2.813M	0.3%	$72.46 *	$44.31	+82.0%	COM	61174X109
ZS	ZSCALER INC	20,013	$2.808M	0.3%	$140.29 *	$201.96	-4.3%	COM	98980G102
APH	AMPHENOL CORP	21,878	$2.764M	0.3%	$126.35 *	$145.24	+0.8%	CL A	032095101
NEM	NEWMONT CORP	25,500	$2.76M	0.3%	$108.25 *	$58.93	+100.4%	COM	651639106
ROL	ROLLINS INC	51,487	$2.75M	0.3%	$53.41 *	$49.68	+24.5%	COM	775711104
ODFL	OLD DOMINION FREIGHT LINE IN	13,945	$2.725M	0.3%	$195.40 *	$180.58	+1.4%	COM	679580100
AVB	AVALONBAY CMNTYS INC	16,389	$2.677M	0.3%	$163.35 *	$184.09	-2.0%	COM	053484101
ISRG	INTUITIVE SURGICAL INC	5,801	$2.674M	0.3%	$460.97 *	$292.61	+78.0%	COM NEW	46120E602
NDSN	NORDSON CORP	9,975	$2.654M	0.3%	$266.06 *	$208.72	+32.8%	COM	655663102
MLM	MARTIN MARIETTA MATLS INC	4,462	$2.626M	0.3%	$588.63 *	$505.20	+30.8%	COM	573284106
SNPS	SYNOPSYS INC	6,566	$2.603M	0.3%	$396.49 *	$505.79	-6.7%	COM	871607107
CHD	CHURCH & DWIGHT CO INC	27,886	$2.602M	0.3%	$93.32	$104.31	-9.1%	COM	171340102
UBER	UBER TECHNOLOGIES INC	35,895	$2.582M	0.3%	$71.93 *	$43.41	+81.3%	COM	90353T100
PANW	PALO ALTO NETWORKS INC	15,941	$2.556M	0.3%	$160.32 *	$185.05	-7.0%	COM	697435105
DASH	DOORDASH INC	15,990	$2.401M	0.2%	$150.15 *	$229.69	-14.4%	CL A	25809K105
WST	WEST PHARMACEUTICAL SVSC INC	9,545	$2.392M	0.2%	$250.63	$273.21	-7.8%	COM	955306105
KMB	KIMBERLY-CLARK CORP	24,795	$2.392M	0.2%	$96.47 *	$129.92	-20.7%	COM	494368103
ITW	ILLINOIS TOOL WKS INC	9,153	$2.382M	0.2%	$260.29 *	$250.69	+9.0%	COM	452308109
PKG	PACKAGING CORP AMER	11,225	$2.382M	0.2%	$212.21 *	$199.98	+13.2%	COM	695156109
XYL	XYLEM INC	19,859	$2.373M	0.2%	$119.50 *	$99.11	+37.7%	COM	98419M100
PNR	PENTAIR PLC	27,131	$2.363M	0.2%	$87.11 *	$43.61	+135.2%	SHS	G7S00T104
CHWY	CHEWY INC	86,785	$2.343M	0.2%	$27.00 *	$32.58	-10.2%	CL A	16679L109
EQR	EQUITY RESIDENTIAL	39,196	$2.318M	0.2%	$59.15 *	$63.21	-1.9%	SH BEN INT	29476L107
EXPE	EXPEDIA GROUP INC	9,782	$2.259M	0.2%	$230.89 *	$164.48	+54.1%	COM NEW	30212P303
NTAP	NETAPP INC	22,057	$2.258M	0.2%	$102.39	$72.69	+40.1%	COM	64110D104
ESE	ESCO TECHNOLOGIES INC	7,991	$2.248M	0.2%	$281.37 *	$158.74	+50.9%	COM	296315104
SYY	SYSCO CORP	31,468	$2.245M	0.2%	$71.33 *	$71.29	+15.4%	COM	871829107
CL	COLGATE PALMOLIVE CO	26,200	$2.233M	0.2%	$85.23 *	$87.83	+1.0%	COM	194162103
JCI	JOHNSON CONTROLS INTERNATION	16,928	$2.217M	0.2%	$130.95 *	$60.04	+110.0%	SHS	G51502105
WAB	WABTEC	8,800	$2.199M	0.2%	$249.92 *	$196.61	+21.5%	COM	929740108
WY	WEYERHAEUSER CO	89,772	$2.193M	0.2%	$24.43 *	$28.67	-17.0%	COM NEW	962166104
VTR	VENTAS INC	26,710	$2.184M	0.2%	$81.78 *	$77.33	0.0%	COM	92276F100
NPO	ENPRO INC	8,606	$2.157M	0.2%	$250.64	$147.07	+69.8%	COM	29355X107
ABT	ABBOTT LABORATORIES	20,987	$2.155M	0.2%	$102.67 *	$90.45	+27.6%	COM	002824100
ROP	ROPER TECHNOLOGIES INC	6,063	$2.145M	0.2%	$353.85 *	$535.92	-29.4%	COM	776696106
CPRT	COPART INC	63,847	$2.12M	0.2%	$33.20 *	$53.77	-27.2%	COM	217204106
SYK	STRYKER CORPORATION	6,406	$2.105M	0.2%	$328.61 *	$364.56	+0.0%	COM	863667101
AMZN	AMAZON COM INC	10,030	$2.089M	0.2%	$208.27 *	$133.89	+69.4%	COM	023135106
WDAY	WORKDAY INC	16,038	$2.084M	0.2%	$129.92 *	$206.44	-16.4%	CL A	98138H101
ENSG	ENSIGN GROUP INC	9,560	$1.926M	0.2%	$201.50 *	$185.72	+1.6%	COM	29358P101
DLR	DIGITAL RLTY TR INC	10,675	$1.924M	0.2%	$180.22 *	$158.84	-2.4%	COM	253868103
TYL	TYLER TECHNOLOGIES INC	5,576	$1.909M	0.2%	$342.39 *	$585.34	-34.2%	COM	902252105
EL	LAUDER ESTEE COS INC	26,368	$1.892M	0.2%	$71.77 *	$77.39	+44.6%	CL A	518439104
NTNX	NUTANIX INC	49,412	$1.878M	0.2%	$38.01 *	$61.16	-28.6%	CL A	67059N108
FIX	COMFORT SYS USA INC	1,345	$1.855M	0.2%	$1379.41 *	$456.13	+162.2%	COM	199908104
GLD	SPDR GOLD TR	4,276	$1.84M	0.2%	$430.28	$273.51	—	GOLD SHS	78463V107
AOS	SMITH A O CORP	27,780	$1.832M	0.2%	$65.94 *	$66.45	+11.5%	COM	831865209
TSCO	TRACTOR SUPPLY CO	39,855	$1.805M	0.2%	$45.30 *	$53.92	-2.2%	COM	892356106
HUBB	HUBBELL INC	3,631	$1.782M	0.2%	$490.81	$495.33	0.0%	COM	443510607
FTNT	FORTINET INC	21,503	$1.757M	0.2%	$81.72 *	$83.88	-4.7%	COM	34959E109
COR	CENCORA INC	5,546	$1.742M	0.2%	$314.14 *	$230.54	+53.2%	COM	03073E105
EOG	EOG RES INC	11,860	$1.715M	0.2%	$144.57 *	$112.14	0.0%	COM	26875P101
MSCI	MSCI INC	3,179	$1.714M	0.2%	$539.06 *	$548.06	+3.9%	COM	55354G100
APG	API GROUP CORP	41,325	$1.674M	0.2%	$40.52 *	$42.82	0.0%	COM STK	00187Y100
MKC	MCCORMICK & CO INC	32,504	$1.64M	0.2%	$50.44 *	$76.34	-12.6%	COM NON VTG	579780206
AEIS	ADVANCED ENERGY INDS	4,943	$1.595M	0.2%	$322.70 *	$95.95	+181.9%	COM	007973100
AMT	AMERICAN TOWER CORP	8,999	$1.553M	0.2%	$172.57	$195.42	-10.6%	COM	03027X100
CLX	CLOROX CO DEL	14,933	$1.548M	0.2%	$103.63 *	$147.36	-22.4%	COM	189054109
CRH	CRH PLC	14,693	$1.545M	0.2%	$105.12 *	$95.87	+29.7%	ORD	G25508105
NSC	NORFOLK SOUTHN CORP	5,319	$1.527M	0.2%	$287.00 *	$276.37	+7.9%	COM	655844108
ALNY	ALNYLAM PHARMACEUTICALS INC	4,591	$1.519M	0.2%	$330.87 *	$332.32	+6.3%	COM	02043Q107
FIVE	FIVE BELOW INC	6,646	$1.519M	0.2%	$228.49 *	$201.61	0.0%	COM	33829M101
DDOG	DATADOG INC	12,676	$1.496M	0.2%	$118.05 *	$106.02	+16.9%	CL A COM	23804L103
PPG	PPG INDS INC	13,974	$1.494M	0.2%	$106.88 *	$112.61	+3.8%	COM	693506107
FDX	FEDEX CORP	4,160	$1.482M	0.1%	$356.20 *	$338.93	0.0%	COM	31428X106
INCY	INCYTE CORP	15,604	$1.469M	0.1%	$94.12 *	$79.04	+30.5%	COM	45337C102
PSA	PUBLIC STORAGE OPER CO	5,358	$1.451M	0.1%	$270.90 *	$262.36	-1.5%	COM	74460D109
URI	UNITED RENTALS INC	1,985	$1.446M	0.1%	$728.69 *	$870.07	+1.5%	COM	911363109
RBC	RBC BEARINGS INC	2,638	$1.433M	0.1%	$543.19 *	$517.64	0.0%	COM	75524B104
FN	FABRINET	2,747	$1.433M	0.1%	$521.61 *	$329.28	+49.6%	SHS	G3323L100
DHI	D R HORTON INC	10,300	$1.413M	0.1%	$137.23 *	$100.77	+54.7%	COM	23331A109
RMBS	RAMBUS INC DEL	16,221	$1.395M	0.1%	$86.03 *	$77.09	+35.9%	COM	750917106
VMC	VULCAN MATLS CO	5,069	$1.38M	0.1%	$272.30 *	$259.02	+18.4%	COM	929160109
KFY	KORN FERRY	21,920	$1.38M	0.1%	$62.95 *	$66.09	-0.5%	COM NEW	500643200
BHE	BENCHMARK ELECTRS INC	24,611	$1.38M	0.1%	$56.06 *	$39.71	+32.8%	COM	08160H101
BSX	BOSTON SCIENTIFIC CORP	21,858	$1.372M	0.1%	$62.75 *	$100.70	-14.8%	COM	101137107
CEG	CONSTELLATION ENERGY CORP	4,860	$1.357M	0.1%	$279.26 *	$345.47	-12.8%	COM	21037T109
ACN	ACCENTURE PLC IRELAND	6,825	$1.353M	0.1%	$198.29 *	$303.20	-16.5%	SHS CLASS A	G1151C101
TOST	TOAST INC	50,773	$1.346M	0.1%	$26.51 *	$36.42	-14.8%	CL A	888787108
MAA	MID-AMER APT CMNTYS INC	10,991	$1.342M	0.1%	$122.12 *	$136.83	+1.7%	COM	59522J103
ITGR	INTEGER HLDGS CORP	15,211	$1.339M	0.1%	$88.00 *	$101.14	-16.0%	COM	45826H109
VLTO	VERALTO CORP	14,825	$1.311M	0.1%	$88.42 *	$84.14	+15.9%	COM SHS	92338C103
COHU	COHU INC	42,227	$1.293M	0.1%	$30.62 *	$20.61	+42.1%	COM	192576106
RL	RALPH LAUREN CORP	3,731	$1.284M	0.1%	$344.01 *	$349.23	+4.0%	CL A	751212101
ENS	ENERSYS	7,168	$1.245M	0.1%	$173.72	$98.97	+73.2%	COM	29275Y102
SUI	SUN CMNTYS INC	9,822	$1.237M	0.1%	$125.96	$125.96	—	COM	866674104
BCPC	BALCHEM CORP	7,217	$1.223M	0.1%	$169.47	$128.73	+31.4%	COM	057665200
RBLX	ROBLOX CORP	21,566	$1.22M	0.1%	$56.56 *	$107.94	-33.5%	CL A	771049103
CPNG	COUPANG INC	61,957	$1.17M	0.1%	$18.88 *	$28.54	-30.4%	CL A	22266T109
GOOG	ALPHABET INC	4,064	$1.166M	0.1%	$286.84 *	$173.15	+86.9%	CAP STK CL C	02079K107
HUBS	HUBSPOT INC	4,754	$1.16M	0.1%	$244.08 *	$692.76	-57.9%	COM	443573100
TWLO	TWILIO INC	9,209	$1.159M	0.1%	$125.82 *	$143.31	-15.0%	CL A	90138F102
NBIX	NEUROCRINE BIOSCIENCES INC	8,777	$1.156M	0.1%	$131.74	$135.50	-0.9%	COM	64125C109
CARR	CARRIER GLOBAL CORPORATION	20,491	$1.154M	0.1%	$56.31 *	$55.46	+7.6%	COM	14448C104
ZBRA	ZEBRA TECHNOLOGIES CORPORATI	5,486	$1.147M	0.1%	$209.09 *	$261.66	-4.8%	CL A	989207105
DIOD	DIODES INC	16,795	$1.146M	0.1%	$68.26 *	$52.01	+17.3%	COM	254543101
CSW	CSW INDUSTRIALS INC	4,393	$1.145M	0.1%	$260.56 *	$316.63	-3.6%	COM	126402106
CRWD	CROWDSTRIKE HLDGS INC	2,921	$1.14M	0.1%	$390.42 *	$484.51	-11.0%	CL A	22788C105
ADUS	ADDUS HOMECARE CORP	11,940	$1.118M	0.1%	$93.65 *	$98.35	+11.1%	COM	006739106
ELS	EQUITY LIFESTYLE PROPERTIES	17,762	$1.109M	0.1%	$62.42	$66.43	—	COM	29472R108
ZWS	ZURN ELKAY WATER SOLNS CORP	24,673	$1.106M	0.1%	$44.84 *	$46.77	+3.6%	COM	98983L108
ICFI	ICF INTL INC	16,671	$1.088M	0.1%	$65.29 *	$96.47	-9.3%	COM	44925C103
WAT	WATERS CORP	3,630	$1.081M	0.1%	$297.83 *	$329.01	+11.6%	COM	941848103
ADC	AGREE RLTY CORP	14,199	$1.07M	0.1%	$75.38	$71.11	—	COM	008492100
POWI	POWER INTEGRATIONS INC	20,787	$1.064M	0.1%	$51.20 *	$52.67	-15.2%	COM	739276103
LFUS	LITTELFUSE INC	3,122	$1.059M	0.1%	$339.30 *	$200.36	+59.7%	COM	537008104
ALG	ALAMO GROUP INC	6,353	$1.048M	0.1%	$164.97 *	$193.04	+2.2%	COM	011311107
ILMN	ILLUMINA INC	8,401	$1.036M	0.1%	$123.27 *	$117.40	+15.4%	COM	452327109
RMD	RESMED INC	4,606	$1.034M	0.1%	$224.50 *	$259.83	-1.5%	COM	761152107
PBH	PRESTIGE CONSMR HEALTHCARE I	17,391	$1.031M	0.1%	$59.27 *	$75.97	-13.5%	COM	74112D101
EXLS	EXLSERVICE HLDGS INC	33,591	$1.023M	0.1%	$30.45 *	$44.91	-18.4%	COM	302081104
DT	DYNATRACE INC	27,220	$1.007M	0.1%	$36.98 *	$50.61	-24.1%	COM NEW	268150109
CPT	CAMDEN PPTY TR	10,157	$992K	0.1%	$97.66 *	$112.57	-2.1%	SH BEN INT	133131102
BLKB	BLACKBAUD INC	25,277	$976K	0.1%	$38.61 *	$61.31	-13.0%	COM	09227Q100
ULTA	ULTA BEAUTY INC	1,819	$951K	0.1%	$522.61 *	$549.70	+21.9%	COM	90384S303
ITRI	ITRON INC	10,576	$948K	0.1%	$89.63 *	$107.76	-8.4%	COM	465741106
DORM	DORMAN PRODS INC	9,019	$941K	0.1%	$104.36 *	$127.69	-0.9%	COM	258278100
EBAY	EBAY INC.	10,332	$940K	0.1%	$91.02	$87.89	+1.6%	COM	278642103
MZTI	MARZETTI COMPANY	6,751	$934K	0.1%	$138.34 *	$164.44	0.0%	COM	513847103
VRSN	VERISIGN INC	3,641	$904K	0.1%	$248.33 *	$273.03	-13.8%	COM	92343E102
DOCU	DOCUSIGN INC	18,968	$899K	0.1%	$47.41 *	$67.76	-21.1%	COM	256163106
OLLI	OLLIES BARGAIN OUTLET HLDGS	9,730	$896K	0.1%	$92.04 *	$107.10	+4.8%	COM	681116109
PLUS	EPLUS INC	11,769	$886K	0.1%	$75.25 *	$76.49	+11.3%	COM	294268107
CUBE	CUBESMART	23,857	$874K	0.1%	$36.65	$42.19	—	COM	229663109
RAMP	LIVERAMP HLDGS INC	32,887	$872K	0.1%	$26.52 *	$28.38	-10.7%	COM	53815P108
DXCM	DEXCOM INC	13,881	$872K	0.1%	$62.80 *	$79.38	-10.7%	COM	252131107
IPAR	INTERPARFUMS INC	9,363	$851K	0.1%	$90.84 *	$112.44	-14.5%	COM	458334109
DGX	QUEST DIAGNOSTICS INC	4,286	$840K	0.1%	$195.97 *	$120.90	+57.6%	COM	74834L100
NEU	NEWMARKET CORP	1,301	$834K	0.1%	$641.13 *	$765.22	-13.1%	COM	651587107
ADSK	AUTODESK INC	3,481	$833K	0.1%	$239.37 *	$286.20	-11.3%	COM	052769106
TPR	TAPESTRY INC	5,879	$830K	0.1%	$141.11	$104.00	+34.2%	COM	876030107
MANH	MANHATTAN ASSOCIATES INC	6,165	$821K	0.1%	$133.13 *	$208.88	-25.4%	COM	562750109
FELE	FRANKLIN ELEC INC	8,688	$801K	0.1%	$92.17 *	$97.86	+2.6%	COM	353514102
TT	TRANE TECHNOLOGIES PLC	1,881	$784K	0.1%	$416.73	$172.10	+145.3%	SHS	G8994E103
FDS	FACTSET RESH SYS INC	3,594	$780K	0.1%	$216.99 *	$443.33	-44.3%	COM	303075105
KFRC	KFORCE INC	26,434	$773K	0.1%	$29.24 *	$48.35	-32.7%	COM	493732101
GPOR	GULFPORT ENERGY CORP	3,651	$772K	0.1%	$211.57 *	$194.68	0.0%	COMMON SHARES	402635502
HALO	HALOZYME THERAPEUTICS INC	11,884	$768K	0.1%	$64.63 *	$66.44	+10.8%	COM	40637H109
TEAM	ATLASSIAN CORPORATION	11,229	$766K	0.1%	$68.25 *	$160.86	-29.6%	CL A	049468101
REGN	REGENERON PHARMACEUTICALS	981	$758K	0.1%	$772.39	$769.15	0.0%	COM	75886F107
VMI	VALMONT INDS INC	1,870	$747K	0.1%	$399.61 *	$363.72	+23.3%	COM	920253101
PINS	PINTEREST INC	40,275	$739K	0.1%	$18.34 *	$37.32	-40.4%	CL A	72352L106
RGLD	ROYAL GOLD INC	2,890	$735K	0.1%	$254.47 *	$172.96	+56.1%	COM	780287108
OTIS	OTIS WORLDWIDE CORP	9,416	$726K	0.1%	$77.08 *	$93.87	-4.6%	COM	68902V107
GOLF	ACUSHNET HLDGS CORP	7,662	$716K	0.1%	$93.48	$57.30	+66.1%	COM	005098108
APPF	APPFOLIO INC	4,471	$706K	0.1%	$157.82 *	$206.30	-2.9%	COM CL A	03783C100
BKR	BAKER HUGHES COMPANY	11,341	$692K	0.1%	$61.05 *	$50.70	+10.6%	CL A	05722G100
AMD	ADVANCED MICRO DEVICES INC	3,369	$685K	0.1%	$203.44 *	$115.21	+92.4%	COM	007903107
CTSH	COGNIZANT TECHNOLOGY SOLUTIO	10,952	$672K	0.1%	$61.35 *	$72.20	+6.4%	CL A	192446102
TTD	THE TRADE DESK INC	29,323	$665K	0.1%	$22.69 *	$59.95	-47.9%	COM CL A	88339J105
RDDT	REDDIT INC	4,938	$665K	0.1%	$134.64 *	$205.26	-7.6%	CL A	75734B100
JLL	JONES LANG LASALLE INC	2,178	$663K	0.1%	$304.29 *	$257.50	+30.5%	COM	48020Q107
AXON	AXON ENTERPRISE INC	1,558	$662K	0.1%	$424.74 *	$692.98	-24.0%	COM	05464C101
TECH	BIO-TECHNE CORP	12,488	$653K	0.1%	$52.26 *	$74.40	-13.9%	COM	09073M104
OKTA	OKTA INC	8,253	$650K	0.1%	$78.71 *	$86.19	0.0%	CL A	679295105
FICO	FAIR ISAAC CORP	608	$649K	0.1%	$1067.15 *	$1517.69	-3.3%	COM	303250104
MCO	MOODYS CORP	1,412	$616K	0.1%	$436.26 *	$478.84	+2.2%	COM	615369105
SLP	SIMULATIONS PLUS INC	50,348	$595K	0.1%	$11.82 *	$22.21	-26.1%	COM	829214105
FIS	FIDELITY NATL INFORMATION SV	12,598	$591K	0.1%	$46.91 *	$74.04	-23.9%	COM	31620M106
FTDR	FRONTDOOR INC	10,971	$580K	0.1%	$52.86 *	$58.24	0.0%	COM	35905A109
LH	LABCORP HOLDINGS INC	2,167	$578K	0.1%	$266.75	$240.30	+12.8%	COM SHS	504922105
TEL	TE CONNECTIVITY PLC	2,756	$576K	0.1%	$209.03 *	$149.43	+53.8%	ORD SHS	G87052109
WCN	WASTE CONNECTIONS INC	3,426	$556K	0.1%	$162.43 *	$110.98	+50.8%	COM	94106B101
PTC	PTC INC	3,884	$553K	0.1%	$142.50 *	$178.15	-9.7%	COM	69370C100
SLV	ISHARES SILVER TR	8,026	$547K	0.1%	$68.14	$68.14	—	ISHARES	46428Q109
PATH	UIPATH INC	49,095	$545K	0.1%	$11.10 *	$15.56	-13.4%	CL A	90364P105
QLYS	QUALYS INC	6,065	$533K	0.1%	$87.84 *	$120.60	0.0%	COM	74758T303
EME	EMCOR GROUP INC	718	$530K	0.1%	$738.49	$606.37	+19.8%	COM	29084Q100
IOT	SAMSARA INC	16,725	$530K	0.1%	$31.69 *	$37.14	-19.9%	COM CL A	79589L106
FR	FIRST INDL RLTY TR INC	8,669	$502K	0.1%	$57.85	$52.52	—	COM	32054K103
SLB	SLB LIMITED	9,557	$491K	0.0%	$51.39 *	$48.30	0.0%	COM STK	806857108
MEDP	MEDPACE HLDGS INC	1,016	$488K	0.0%	$480.18 *	$567.34	-4.4%	COM	58506Q109
CSX	CSX CORP	11,383	$467K	0.0%	$41.05 *	$38.52	0.0%	COM	126408103
CSGP	COSTAR GROUP INC	11,513	$464K	0.0%	$40.34 *	$80.53	-29.3%	COM	22160N109
VST	VISTRA CORP	3,048	$458K	0.0%	$150.33 *	$186.02	-12.3%	COM	92840M102
EGP	EASTGROUP PPTYS INC	2,446	$453K	0.0%	$185.12	$175.61	—	COM	277276101
ENTG	ENTEGRIS INC	3,809	$447K	0.0%	$117.23	$106.74	+10.9%	COM	29362U104
ESS	ESSEX PPTY TR INC	1,686	$408K	0.0%	$242.02 *	$279.66	-8.1%	COM	297178105
CRWV	COREWEAVE INC	5,020	$389K	0.0%	$77.47 *	$101.18	-9.6%	COM CL A	21873S108
MCK	MCKESSON CORP	449	$388K	0.0%	$864.91	$817.17	+7.1%	COM	58155Q103
RGEN	REPLIGEN CORP	3,186	$375K	0.0%	$117.82 *	$153.93	-1.0%	COM	759916109
UPS	UNITED PARCEL SVCS INC	3,720	$366K	0.0%	$98.38 *	$109.86	0.0%	CL B	911312106
PLPC	PREFORMED LINE PRODS CO	1,323	$358K	0.0%	$270.68 *	$252.46	0.0%	COM	740444104
ORLY	OREILLY AUTOMOTIVE INC	3,829	$353K	0.0%	$92.32 *	$94.98	0.0%	COM	67103H107
SITE	SITEONE LANDSCAPE SUPPLY INC	2,602	$346K	0.0%	$133.11 *	$158.54	-8.1%	COM	82982L103
IR	INGERSOLL RAND INC	4,052	$325K	0.0%	$80.13 *	$79.28	+14.1%	COM	45687V106
WAY	WAYSTAR HLDG CORP	12,365	$298K	0.0%	$24.11 *	$39.48	-30.4%	COM	946784105
MCHP	MICROCHIP TECHNOLOGY INC.	4,546	$294K	0.0%	$64.61 *	$54.43	+39.2%	COM	595017104
REXR	REXFORD INDL RLTY INC	8,939	$293K	0.0%	$32.73	$52.22	—	COM	76169C100
FND	FLOOR & DECOR HLDGS INC	5,708	$290K	0.0%	$50.80 *	$93.76	-25.4%	CL A	339750101
BROS	DUTCH BROS INC	5,707	$289K	0.0%	$50.66 *	$63.23	-10.1%	CL A	26701L100
GEV	GE VERNOVA INC	321	$280K	0.0%	$873.13 *	$605.52	+21.7%	COM	36828A101
DHT	DHT HOLDINGS INC	15,100	$276K	0.0%	$18.27 *	$14.32	0.0%	SHS NEW	Y2065G121
HD	HOME DEPOT INC	808	$266K	0.0%	$328.77 *	$379.34	-0.6%	COM	437076102
GWRE	GUIDEWIRE SOFTWARE INC	1,772	$265K	0.0%	$149.56	$116.94	+28.4%	COM	40171V100
DMLP	DORCHESTER MINERALS L P	9,300	$252K	0.0%	$27.10	$27.10	—	COM UNIT	25820R105
COIN	COINBASE GLOBAL INC	1,421	$248K	0.0%	$174.65 *	$227.03	-11.7%	COM CL A	19260Q107
SMCI	SUPER MICRO COMPUTER INC	10,771	$245K	0.0%	$22.77 *	$47.75	-34.9%	COM NEW	86800U302
TMO	THERMO FISHER SCIENTIFIC INC	497	$244K	0.0%	$491.84 *	$476.51	+20.6%	COM	883556102
MORN	MORNINGSTAR INC	1,441	$244K	0.0%	$169.05 *	$216.57	-12.1%	COM	617700109
SBR	SABINE RTY TR	2,959	$223K	0.0%	$75.33	$75.33	—	UNIT BEN INT	785688102
ADBE	ADOBE INC	915	$222K	0.0%	$243.08 *	$346.32	-16.3%	COM	00724F101
NIO	NIO INC	34,992	$211K	0.0%	$6.03	$5.70	—	SPON ADS	62914V106
ROKU	ROKU INC	2,150	$203K	0.0%	$94.61 *	$98.47	0.0%	COM CL A	77543R102
NOVT	NOVANTA INC	1,694	$200K	0.0%	$118.14 *	$113.88	+19.2%	COM	67000B104
SPSK	TIDAL TRUST I	10,789	$193K	0.0%	$17.90	$18.04	—	SP DWJNS SUKUK	886364702
KRP	KIMBELL RTY PARTNERS LP	12,099	$175K	0.0%	$14.47	$14.47	—	UNIT	49435R102
IEP	ICAHN ENTERPRISES LP	18,500	$140K	0.0%	$7.55	$7.55	—	DEPOSITARY UNIT	451100101
LCID	LUCID GROUP INC	12,001	$114K	0.0%	$9.53 *	$10.60	0.0%	COM NEW	549498202
MARPS	MARINE PETE TR	15,623	$82,958	0.0%	$5.31	$4.14	—	UNIT BEN INT	568423107
RXRX	RECURSION PHARMACEUTICALS IN	17,236	$52,916	0.0%	$3.07 *	$9.27	-55.0%	CL A	75629V104
PLUG	PLUG PWR INC	14,678	$33,172	0.0%	$2.26 *	$2.17	-1.3%	COM NEW	72919P202
CBAT	CBAK ENERGY TECHNOLOGY INC	20,312	$16,800	0.0%	$0.83 *	$5.06	-82.6%	COM	14986C102
KNDI	KANDI TECHNOLOGIES GROUP INC	15,997	$13,367	0.0%	$0.84 *	$2.20	-54.6%	USD ORD SHS	G5214E103