Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AAPL	Apple Inc	760,875	$130M	7.3%	$119.05	+51.4%	COM	037833100
WMT	Wal-Mart Stores Inc	1,600,767	$96.32M	5.4%	$43.87	+27.7%	COM	931142103
MSFT	Microsoft Corp	193,110	$81.25M	4.6%	$121.27	+229.2%	COM	594918104
COIN	Coinbase Global Inc.	302,200	$80.12M	4.5%	$79.06	+127.6%	COM	19260Q107
KO	Coca-Cola Company	1,209,686	$74.01M	4.2%	$35.49	+59.8%	COM	191216100
SPGI	S&P Global Inc.	127,900	$54.42M	3.1%	$167.40	+155.2%	COM	78409V104
AMGN	Amgen Inc	174,620	$49.65M	2.8%	$190.94	+44.6%	COM	031162100
PG	Procter & Gamble Co	304,047	$49.33M	2.8%	$89.62	+67.2%	COM	742718109
JNJ	Johnson & Johnson	238,791	$37.77M	2.1%	$107.39	+39.9%	COM	478160104
SPY	SPDR S&P 500 Trust	65,784	$34.41M	1.9%	$418.57	—	COM	78462F103
XOM	Exxon Mobil	293,425	$34.11M	1.9%	$70.23	+39.7%	COM	30231G102
AMZN	Amazon	165,352	$29.83M	1.7%	$128.27	+30.1%	COM	023135106
CVX	Chevron Corp	188,197	$29.69M	1.7%	$104.61	+32.9%	COM	166764100
IBM	Intl Business Machines Corp	152,051	$29.04M	1.6%	$122.21	+41.2%	COM	459200101
LOW	Lowes Companies Inc	103,802	$26.44M	1.5%	$159.64	+39.1%	COM	548661107
EA	Electronic Arts	193,823	$25.71M	1.4%	$124.88	+8.9%	COM	285512109
MCD	McDonalds Corp	89,522	$25.24M	1.4%	$181.57	+53.1%	COM	580135101
VRTX	Vertex Pharmaceutical	56,276	$23.52M	1.3%	$142.63	+196.4%	COM	92532F100
ORCL	Oracle Corp	184,893	$23.22M	1.3%	$88.74	+26.6%	COM	68389X105
ABBV	AbbVie Inc	127,116	$23.15M	1.3%	$102.95	+57.4%	COM	00287Y109
NVDA	Nvidia Corp	22,497	$20.33M	1.1%	$32.89	+120.3%	COM	67066G104
AMAT	Applied Materials	94,778	$19.55M	1.1%	$104.49	+72.6%	COM	038222105
TXN	Texas Instruments	110,468	$19.24M	1.1%	$117.00	+34.9%	COM	882508104
GOOG	Alphabet Class C	124,621	$18.97M	1.1%	$118.14	+21.3%	COM	02079K107
CSCO	Cisco Systems Inc	360,001	$17.97M	1.0%	$34.97	+35.0%	COM	17275R102
V	Visa Inc Cl A	64,365	$17.96M	1.0%	$246.36	+10.6%	COM	92826C839
JPM	J P Morgan Chase & Co	88,915	$17.81M	1.0%	$90.57	+91.7%	COM	46625H100
PRU	Prudential Financial	151,598	$17.8M	1.0%	$97.76	+0.8%	COM	744320102
AFL	AFLAC Inc	206,586	$17.74M	1.0%	$45.15	+74.4%	COM	001055102
QLYS	Qualys Inc	103,755	$17.31M	1.0%	$175.64	+0.5%	COM	74758T303
AXP	American Express Co	67,649	$15.4M	0.9%	$113.92	+78.1%	COM	025816109
CAT	Caterpillar	41,983	$15.38M	0.9%	$218.66	+42.3%	COM	149123101
GOOGL	Alphabet Class A	99,711	$15.05M	0.8%	$107.54	+32.0%	COM	02079K305
SO	Southern Co	194,754	$13.97M	0.8%	$62.56	+3.5%	COM	842587107
COST	Costco Wholesale Corp	18,882	$13.83M	0.8%	$389.05	+81.7%	COM	22160K105
SBUX	Starbucks Corp	151,313	$13.83M	0.8%	$73.04	+21.3%	COM	855244109
LMT	Lockheed Martin	27,811	$12.65M	0.7%	$387.67	+7.3%	COM	539830109
EMR	Emerson Electric Company	108,823	$12.34M	0.7%	$88.40	+12.4%	COM	291011104
PLD	ProLogis Inc	91,951	$11.97M	0.7%	$117.21	+4.4%	COM	74340W103
WST	West Pharmaceutical Services	30,000	$11.87M	0.7%	$296.32	+24.2%	COM	955306105
ADBE	Adobe	23,165	$11.69M	0.7%	$289.47	+98.0%	COM	00724F101
ITW	Illinois Tool Works	42,504	$11.41M	0.6%	$185.95	+33.2%	COM	452308109
DE	Deere & Company	27,198	$11.17M	0.6%	$206.39	+80.5%	COM	244199105
GS	Goldman Sachs	26,674	$11.14M	0.6%	$365.07	+2.0%	COM	38141G104
HD	Home Depot	27,165	$10.42M	0.6%	$255.15	+36.6%	COM	437076102
GILD	Gilead Sciences	139,288	$10.2M	0.6%	$59.72	+20.6%	COM	375558103
CVS	CVS Health Corp	119,497	$9.531M	0.5%	$65.12	+8.7%	COM	126650100
—	Lam Research Corp	9,700	$9.424M	0.5%	$292.40	—	COM	512807108
COF	Capital One Financial	61,684	$9.184M	0.5%	$64.53	+104.4%	COM	14040H105
KLAC	KLA Corporation	13,081	$9.138M	0.5%	$542.50	+16.5%	COM	482480100
META	Meta Platforms Inc	18,316	$8.894M	0.5%	$272.48	+62.7%	COM	30303M102
UPS	United Parcel Service Inc Cl B	58,728	$8.729M	0.5%	$118.02	+15.6%	COM	911312106
ABNB	Airbnb Inc	51,772	$8.54M	0.5%	$123.61	+22.5%	COM	009066101
NYT	New York Times Company	195,593	$8.454M	0.5%	$41.51	+7.2%	COM	650111107
UNH	UnitedHealth	16,654	$8.239M	0.5%	$206.14	+137.2%	COM	91324P102
PAYX	Paychex Inc	67,000	$8.228M	0.5%	$73.40	+56.2%	COM	704326107
TRV	The Travelers Companies	34,164	$7.863M	0.4%	$170.21	+21.5%	COM	89417E109
PFE	Pfizer Inc	278,202	$7.72M	0.4%	$31.89	-22.7%	COM	717081103
UBER	Uber Technologies Inc	99,196	$7.637M	0.4%	$35.28	+103.5%	COM	90353T100
—	Berkshire Hathaway Cl B	16,037	$6.744M	0.4%	$301.33	—	COM	113809107
YUM	YUM Brands	48,362	$6.705M	0.4%	$92.01	+39.9%	COM	988498101
BMY	Bristol Myers Squibb Company	109,338	$5.929M	0.3%	$48.50	-4.8%	COM	110122108
MDT	Medtronic Plc	67,808	$5.909M	0.3%	$73.82	+9.3%	COM	G5960L103
TFC	Truist Financial Corporation	150,548	$5.868M	0.3%	$41.02	-18.6%	COM	89832Q109
CL	Colgate-Palmolive Company	64,409	$5.8M	0.3%	$54.10	+50.3%	COM	194162103
ABT	Abbott Laboratories	50,494	$5.739M	0.3%	$81.16	+36.5%	COM	002824100
CMCSA	Comcast Corp	127,886	$5.544M	0.3%	$37.08	+9.6%	COM	20030N101
MA	Mastercard	11,500	$5.538M	0.3%	$299.75	+51.0%	COM	57636Q104
DT	Dynatrace Holdings LLC	118,036	$5.482M	0.3%	$46.87	+11.1%	COM	268150109
MRK	Merck & Company Inc	40,248	$5.311M	0.3%	$67.64	+71.2%	COM	58933Y105
CRM	Salesforce.com Inc	17,447	$5.255M	0.3%	$121.21	+135.2%	COM	79466L302
ACN	Accenture PLC	15,082	$5.228M	0.3%	$241.53	+46.9%	COM	G1151C101
PEP	PepsiCo	29,588	$5.178M	0.3%	$135.15	+16.4%	COM	713448108
LLY	Eli Lilly & Company	6,628	$5.156M	0.3%	$337.97	+107.9%	COM	532457108
UNP	Union Pacific Corp	20,897	$5.139M	0.3%	$131.33	+79.4%	COM	907818108
HPQ	HP Inc	169,271	$5.115M	0.3%	$27.67	-1.3%	COM	40434L105
WSM	Williams-Sonoma	16,000	$5.08M	0.3%	$66.48	+69.9%	COM	969904101
TJX	TJX Companies	49,275	$4.997M	0.3%	$51.07	+85.3%	COM	872540109
AMT	American Tower REIT	25,196	$4.978M	0.3%	$182.58	+1.9%	COM	03027X100
CMI	Cummins	16,648	$4.905M	0.3%	$197.76	+25.2%	COM	231021106
INTU	Intuit	7,110	$4.622M	0.3%	$160.41	+293.5%	COM	461202103
—	Crown Castle	43,413	$4.594M	0.3%	$155.71	—	COM	228227104
ADI	Analog Devices	22,025	$4.356M	0.2%	$161.22	+15.5%	COM	032654105
PM	Philip Morris	46,736	$4.282M	0.2%	$70.68	+20.2%	COM	718172109
IP	Intl Paper	108,965	$4.252M	0.2%	$34.73	-3.2%	COM	460146103
TSLA	Tesla Motors Inc	23,831	$4.189M	0.2%	$212.24	-7.9%	COM	88160R101
FAST	Fastenal Company	53,975	$4.164M	0.2%	$23.54	+44.4%	COM	311900104
VOO	Vanguard S&P 500 ETF	8,641	$4.154M	0.2%	$351.34	—	COM	922908363
RTX	RTX Corporation	39,133	$3.817M	0.2%	$63.75	+36.2%	COM	75513E101
DIS	Walt Disney Company	30,651	$3.75M	0.2%	$118.04	-13.3%	COM	254687106
NSC	Norfolk Southern	14,463	$3.686M	0.2%	$185.20	+28.4%	COM	655844108
MNST	Monster Beverage Corp.	60,700	$3.598M	0.2%	$47.65	+20.6%	COM	61174X109
NOC	Northrop Grumman Corp	7,507	$3.593M	0.2%	$366.97	+21.5%	COM	666807102
TEAM	Atlassian Corp CL A	18,117	$3.535M	0.2%	$197.22	+10.6%	COM	049468101
BX	Blackstone Group	26,442	$3.474M	0.2%	$91.83	+29.3%	COM	09260D107
INTC	Intel Corp	77,989	$3.445M	0.2%	$33.86	+30.1%	COM	458140100
MS	Morgan Stanley	35,220	$3.316M	0.2%	$78.66	+5.8%	COM	617446448
MDLZ	Mondelez Intl	45,151	$3.161M	0.2%	$49.25	+39.9%	COM	609207105
NKE	Nike Inc Cl B	33,597	$3.157M	0.2%	$76.17	+28.4%	COM	654106103
CHRW	C H Robinsin Worldwide	40,300	$3.068M	0.2%	$81.98	-8.9%	COM	12541W209
SCHW	Charles Schwab Corp	40,100	$2.901M	0.2%	$44.36	+44.9%	COM	808513105
COP	ConocoPhillips	22,679	$2.887M	0.2%	$83.38	+29.1%	COM	20825C104
AVGO	Broadcom Ltd	2,120	$2.81M	0.2%	$51.89	+133.6%	COM	11135F101
ROP	Roper Technologies	5,000	$2.804M	0.2%	$422.55	+27.5%	COM	776696106
GLW	Corning	82,446	$2.717M	0.2%	$30.39	+0.2%	COM	219350105
MET	Metlife Inc	35,767	$2.651M	0.1%	$55.16	+19.7%	COM	59156R108
QCOM	Qualcomm Inc	15,637	$2.647M	0.1%	$121.50	+22.2%	COM	747525103
ADP	Automatic Data	10,500	$2.622M	0.1%	$153.47	+52.6%	COM	053015103
ISRG	Intuitive Surgical Inc	6,400	$2.554M	0.1%	$361.54	+4.5%	COM	46120E602
SWK	Stanley Black & Decker	25,812	$2.528M	0.1%	$75.29	+13.1%	COM	854502101
ASML	ASML Holding NV	2,600	$2.523M	0.1%	$542.82	—	COM	N07059210
SYK	Stryker	7,031	$2.516M	0.1%	$172.08	+92.0%	COM	863667101
NEE	NextEra Energy	35,642	$2.278M	0.1%	$67.17	-17.5%	COM	65339F101
AESI	New Atlas Holdco Inc	100,000	$2.262M	0.1%	$17.05	0.0%	COM	642045108
DOW	Dow Inc	37,788	$2.189M	0.1%	$46.48	+5.3%	COM	260557103
BAC	Bank Of America	54,609	$2.071M	0.1%	$30.07	+9.1%	COM	060505104
GE	GE Aerospace	11,687	$2.051M	0.1%	$116.41	0.0%	COM	369604301
HON	Honeywell	9,540	$1.958M	0.1%	$148.71	+21.5%	COM	438516106
BSX	Boston Scientific	28,500	$1.952M	0.1%	$44.69	+43.9%	COM	101137107
IWF	iShares Russell 1000 Growth ET	5,600	$1.887M	0.1%	$210.36	—	COM	464287614
LULU	Lululemon	4,800	$1.875M	0.1%	$190.70	+142.4%	COM	550021109
WFC	Wells Fargo & Co	32,145	$1.863M	0.1%	$41.34	+21.2%	COM	949746101
NVO	Novo Nordisk ADR	13,400	$1.721M	0.1%	$79.01	—	COM	670100205
DUK	Duke Energy Hldg	17,198	$1.663M	0.1%	$78.12	+13.2%	COM	26441C204
PSX	Phillips 66	10,139	$1.656M	0.1%	$89.91	+50.1%	COM	718546104
SLB	Schlumberger Ltd	30,200	$1.655M	0.1%	$42.49	+12.6%	COM	806857108
DASH	Doordash Inc	12,000	$1.653M	0.1%	$117.53	+0.2%	COM	25809K105
CTVA	Corteva Inc	28,249	$1.629M	0.1%	$34.33	+47.4%	COM	22052L104
USB	U S Bancorp	36,118	$1.614M	0.1%	$33.68	+14.7%	COM	902973304
OKTA	Okta Inc	14,000	$1.465M	0.1%	$166.14	-44.5%	COM	679295105
FSLR	First Solar Inc	8,500	$1.435M	0.1%	$61.95	+148.2%	COM	336433107
MO	Altria Group	32,377	$1.412M	0.1%	$30.56	+16.8%	COM	02209S103
—	Evergy Inc	26,403	$1.409M	0.1%	$53.38	—	COM	30034w106
BA	Boeing	6,975	$1.346M	0.1%	$194.25	+5.8%	COM	097023105
TMO	Thermo Fisher Scientific	2,300	$1.337M	0.1%	$539.73	+3.3%	COM	883556102
EW	Edwards Lifesciences	13,911	$1.329M	0.1%	$93.42	-10.1%	COM	28176E108
ECL	Ecolab Inc	5,674	$1.31M	0.1%	$207.94	0.0%	COM	278865100
STZ	Constellation Brands	4,782	$1.3M	0.1%	$180.86	+34.6%	COM	21036P108
EFX	Equifax Inc	4,750	$1.271M	0.1%	$199.85	+25.7%	COM	294429105
NUE	Nucor Corp	6,367	$1.26M	0.1%	$168.25	+5.3%	COM	670346105
ETN	Eaton Corp	3,907	$1.222M	0.1%	$76.81	+248.4%	COM	G29183103
ROST	Ross Stores	8,267	$1.213M	0.1%	$84.23	+66.7%	COM	778296103
HIMS	Hims and Hers Health	74,600	$1.154M	0.1%	$8.47	+33.1%	COM	433000106
PYPL	PayPal Hldg Inc	17,195	$1.152M	0.1%	$113.20	-45.9%	COM	70450Y103
BRO	Brown & Brown Inc	13,000	$1.138M	0.1%	$79.49	0.0%	COM	115236101
FE	FirstEnergy	27,438	$1.06M	0.1%	$36.27	-4.5%	COM	337932107
MCHP	Microchip	11,600	$1.041M	0.1%	$68.75	+19.1%	COM	595017104
A	Agilent	7,000	$1.019M	0.1%	$135.18	0.0%	COM	00846U101
D	Dominion Energy	20,378	$1.002M	0.1%	$47.61	-10.5%	COM	25746U109
GPC	Genuine Parts Company	6,300	$976K	0.1%	$149.47	-8.0%	COM	372460105
IWR	iShares Russell Midcap	11,600	$975K	0.1%	$76.03	—	COM	464287499
TT	Trane Tech PLC	3,200	$961K	0.1%	$93.73	+184.9%	COM	G8994E103
GTY	Getty Realty Corp	34,690	$949K	0.1%	$27.35	—	COM	374297109
PNC	PNC Finl	5,816	$940K	0.1%	$148.61	-5.0%	COM	693475105
FMC	FMC Corporation	14,448	$920K	0.1%	$94.90	-43.8%	COM	302491303
ZTS	Zoetis Inc	5,400	$914K	0.1%	$175.57	+4.4%	COM	98978V103
DLTR	Dollar Tree Inc	6,800	$905K	0.1%	$110.36	+24.7%	COM	256746108
SYY	Sysco Corp	11,000	$893K	0.1%	$71.10	+4.9%	COM	871829107
AZN	AstraZeneca PLC	13,026	$883K	0.0%	$64.89	—	COM	046353108
BAX	Baxter Intl	20,400	$872K	0.0%	$68.78	-43.4%	COM	071813109
NOW	ServiceNow	1,100	$839K	0.0%	$111.13	+36.3%	COM	81762P102
CARG	CarGurus Inc	36,200	$835K	0.0%	$20.09	+15.1%	COM	141788109
PGR	Progressive Corp	4,000	$827K	0.0%	$94.56	+80.4%	COM	743315103
MMM	3M Company	7,780	$825K	0.0%	$107.45	-26.2%	COM	88579Y101
CME	CME Group	3,830	$825K	0.0%	$98.01	+101.2%	COM	12572Q105
VLO	Valero Energy	4,820	$823K	0.0%	$112.16	+21.0%	COM	91913Y100
AMD	Advanced Micro	4,519	$816K	0.0%	$89.36	+95.6%	COM	007903107
UBS	UBS AG	26,500	$814K	0.0%	$20.11	+46.9%	COM	H42097107
RMD	ResMed Inc	4,000	$792K	0.0%	$217.42	-17.1%	COM	761152107
KMB	Kimberly-Clark	5,650	$731K	0.0%	$106.88	+6.7%	COM	494368103
GD	General Dynamics	2,578	$728K	0.0%	$258.00	0.0%	COM	369550108
FITB	Fifth Third Bancorp	19,300	$718K	0.0%	$12.69	+155.0%	COM	316773100
—	Blackrock Inc	800	$667K	0.0%	$738.49	—	COM	09247X101
MPC	Marathon Petroleum Corp	3,240	$653K	0.0%	$45.38	+262.1%	COM	56585A102
DEO	Diageo PLC ADR	4,300	$640K	0.0%	$164.87	—	COM	25243Q205
TREX	Trex Company Inc	6,400	$638K	0.0%	$51.54	+72.8%	COM	89531P105
MU	Micron Technology	5,200	$613K	0.0%	$69.42	+29.4%	COM	595112103
FISV	Fiserv Inc	3,700	$591K	0.0%	$75.65	+92.5%	COM	337738108
HII	Huntington Ingalls Industries	2,000	$583K	0.0%	$264.00	0.0%	COM	446413106
BIDU	Baidu Inc	5,400	$569K	0.0%	$105.28	—	COM	056752108
CARR	Carrier Global	9,498	$552K	0.0%	$41.71	+31.7%	COM	14448C104
WELL	Welltower Inc	5,810	$543K	0.0%	$87.18	0.0%	COM	95040Q104
HUM	Humana	1,525	$529K	0.0%	$319.98	+15.5%	COM	444859102
BP	BP PLC ADS	14,000	$528K	0.0%	$33.63	—	COM	055622104
LDOS	Leidos Holdings Inc.	4,000	$524K	0.0%	$58.80	+98.7%	COM	525327102
—	Linde PLC	1,090	$506K	0.0%	$189.03	—	COM	G5494J103
PBR	Petroleo Brasileiro	33,200	$505K	0.0%	$8.49	—	COM	71654V408
SHEL	Shell PLC	7,200	$483K	0.0%	$61.46	—	COM	780259305
IFF	Intl Flavors & Frag	5,600	$482K	0.0%	$112.07	-31.2%	COM	459506101
KHC	Kraft Heinz Co	12,881	$475K	0.0%	$29.39	+11.6%	COM	500754106
SDGR	Schrodinger Inc	17,600	$475K	0.0%	$40.30	-30.6%	COM	80810D103
MKC	McCormick and Co	6,000	$461K	0.0%	$81.37	-20.4%	COM	579780206
SAIC	Science Applications Intl Corp	3,500	$456K	0.0%	$75.45	+75.5%	COM	808625107
NVS	Novartis AG	4,700	$455K	0.0%	$90.57	—	COM	66987V109
—	Aptiv LLC	5,700	$454K	0.0%	$79.65	—	COM	G6095L109
DHR	Danaher Corp	1,800	$449K	0.0%	$222.24	+8.7%	COM	235851102
ROK	Rockwell	1,500	$437K	0.0%	$278.76	0.0%	COM	773903109
TTWO	Take Two	2,900	$431K	0.0%	$155.25	0.0%	COM	874054109
NFLX	Netflix	700	$425K	0.0%	$56.38	0.0%	COM	64110L106
IR	Ingersoll-Rand PLC	4,401	$418K	0.0%	$50.89	+67.8%	COM	45687V106
PWR	Quanta Services Inc	1,600	$416K	0.0%	$173.93	+26.9%	COM	74762E102
VMC	Vulcan Materials	1,500	$409K	0.0%	$165.34	+47.0%	COM	929160109
RY	Royal Bank of Canada	4,000	$404K	0.0%	$95.90	+2.9%	COM	780087102
LNC	Lincoln National Corporation	12,100	$386K	0.0%	$46.00	-46.1%	COM	534187109
ZS	Zscaler Inc	2,000	$385K	0.0%	$185.80	+20.4%	COM	98980G102
—	CrowdStrike Holdings Inc Cl A	1,200	$385K	0.0%	$167.38	—	COM	227885C10
TROW	T Rowe Price Grp Inc	3,104	$378K	0.0%	$95.20	+6.9%	COM	74144T108
CNI	Canadian National Railway	2,800	$369K	0.0%	$101.06	+21.7%	COM	136375102
PAGP	Plains GP Holdings	20,000	$365K	0.0%	$10.30	—	COM	72651A207
DLR	Digital Realty Trust	2,519	$363K	0.0%	$91.24	+45.9%	COM	253868103
VZ	Verizon Communications Inc	8,500	$357K	0.0%	$35.24	+2.0%	COM	92343V104
T	AT&T Inc	20,156	$355K	0.0%	$14.72	+6.2%	COM	00206R102
BABA	Alibaba Group Holding	4,900	$355K	0.0%	$142.43	—	COM	01609W102
GEHC	GE HealthCare Technologies Inc	3,691	$336K	0.0%	$71.08	+16.7%	COM	36266G107
CSX	CSX Corp	9,000	$334K	0.0%	$27.19	+30.4%	COM	126408103
DD	DuPont De Nemours & Co	4,321	$331K	0.0%	$28.77	-0.8%	COM	26614N102
SEE	Sealed Air	8,900	$331K	0.0%	$49.53	-30.8%	COM	81211K100
QQQ	Invesco QQQ Tr Unit Ser 1	740	$329K	0.0%	$444.01	—	COM	46090E103
APPF	AppFolio Inc	1,200	$296K	0.0%	$145.62	+48.1%	COM	03783C100
—	Cigna	800	$291K	0.0%	$327.58	—	COM	125509109
KMI	Kinder Morgan	15,337	$281K	0.0%	$11.51	+38.8%	COM	49456B101
BDX	Becton Dickenson & Co	1,100	$272K	0.0%	$219.34	+5.2%	COM	075887109
FBIN	Fortune Brands Innovations Inc	3,200	$271K	0.0%	$63.36	+21.1%	COM	34964C106
EXC	Exelon Corp	7,187	$270K	0.0%	$38.34	-13.4%	COM	30161N101
OXY	Occidental Petr Corp	4,114	$267K	0.0%	$46.31	+24.3%	COM	674599105
ES	Eversource Energy	4,357	$260K	0.0%	$68.99	-23.8%	COM	30040W108
SPG	Simon Property Group	1,650	$258K	0.0%	$85.02	+56.7%	COM	828806109
KEYS	Keysight Technologies	1,600	$250K	0.0%	$153.78	0.0%	COM	49338L103
FTV	Fortive Corp	2,900	$249K	0.0%	$39.94	+50.8%	COM	34959J108
ARVN	Arvinas Inc	6,000	$248K	0.0%	$43.69	0.0%	COM	04335A105
MCO	Moody's Corp	600	$236K	0.0%	$341.78	+11.2%	COM	615369105
FDX	FedEx	750	$217K	0.0%	$239.79	0.0%	COM	31428X106
SBAC	SBA Communications Corp	1,000	$217K	0.0%	$214.15	0.0%	COM	78410G104
MTN	Vail Resorts Inc	972	$217K	0.0%	$291.14	-23.6%	COM	91879Q109
KNX	Knight-Swift Trans	3,900	$215K	0.0%	$50.84	+8.0%	COM	499049104
—	Pioneer Natural Resources Co	800	$210K	0.0%	$262.50	—	COM	723787107
LEVI	Levi Strauss & Co	10,000	$200K	0.0%	$16.15	+1.4%	COM	52736R102
ET	Energy Transfer LP	12,320	$194K	0.0%	$6.78	—	COM	29273V100
F	Ford Motor	11,500	$153K	0.0%	$8.71	+22.8%	COM	345370860
SNAP	Snap Inc	11,500	$132K	0.0%	$22.80	-41.2%	COM	83304A106
—	Luminar Technologies Inc	19,313	$38,047	0.0%	$6.88	—	COM	550424105