Location: Chicago, IL
CIK: 0001054554 · Show all filings
Period: Q3 2025 (← Previous) (Next →)
Filing Date: Oct 29, 2025
Total Value: $1.547B (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Share Price | Est. Cost/Share | Unrealized @ Report Date | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 970,860 | $181M | 11.7% | $186.58 | $102.48 | +82.1% | COM | 67066G104 |
| MSFT | MICROSOFT CORP | 330,184 | $171M | 11.1% | $517.95 | $191.68 | +169.7% | COM | 594918104 |
| AAPL | APPLE INC | 553,158 | $141M | 9.1% | $254.63 | $120.06 | +111.9% | COM | 037833100 |
| AMZN | AMAZON COM INC | 325,213 | $71.41M | 4.6% | $219.57 | $143.94 | +52.5% | COM | 023135106 |
| AVGO | BROADCOM INC | 211,509 | $69.78M | 4.5% | $329.91 | $158.04 | +108.4% | COM | 11135F101 |
| META | META PLATFORMS INC | 94,956 | $69.73M | 4.5% | $734.38 | $344.43 | +113.0% | CL A | 30303M102 |
| GOOG | ALPHABET INC | 241,049 | $58.71M | 3.8% | $243.55 | $123.95 | +96.4% | CAP STK CL C | 02079K107 |
| LLY | ELI LILLY & CO | 60,848 | $46.43M | 3.0% | $763.00 | $258.79 | +194.4% | COM | 532457108 |
| TSLA | TESLA INC | 83,380 | $37.08M | 2.4% | $444.72 | $305.09 | +45.8% | COM | 88160R101 |
| ORCL | ORACLE CORP | 113,011 | $31.78M | 2.1% | $281.24 | $167.74 | +67.4% | COM | 68389X105 |
| V | VISA INC | 81,571 | $27.85M | 1.8% | $341.38 | $124.84 | +172.9% | COM CL A | 92826C839 |
| NFLX | NETFLIX INC | 22,200 | $26.62M | 1.7% | $1198.92 * | $53.99 | +122.1% | COM | 64110L106 |
| ORLY | OREILLY AUTOMOTIVE INC | 206,771 | $22.29M | 1.4% | $107.81 | $88.35 | +22.0% | COM | 67103H107 |
| MA | MASTERCARD INCORPORATED | 39,139 | $22.26M | 1.4% | $568.81 | $321.04 | +76.9% | CL A | 57636Q104 |
| COST | COSTCO WHSL CORP NEW | 20,621 | $19.09M | 1.2% | $925.63 | $331.16 | +179.1% | COM | 22160K105 |
| KLAC | KLA CORP | 16,458 | $17.75M | 1.1% | $1078.60 | $253.83 | +324.2% | COM NEW | 482480100 |
| GOOGL | ALPHABET INC | 70,971 | $17.25M | 1.1% | $243.10 | $120.93 | +100.9% | CAP STK CL A | 02079K305 |
| CLS | CELESTICA INC | 63,281 | $15.59M | 1.0% | $246.38 | $96.98 | +154.0% | COM | 15101Q207 |
| TMUS | T-MOBILE US INC | 63,366 | $15.17M | 1.0% | $239.38 | $144.94 | +64.3% | COM | 872590104 |
| PLTR | PALANTIR TECHNOLOGIES INC | 83,131 | $15.16M | 1.0% | $182.42 | $85.04 | +114.5% | CL A | 69608A108 |
| ECL | ECOLAB INC | 53,441 | $14.64M | 0.9% | $273.86 | $129.19 | +111.4% | COM | 278865100 |
| APP | APPLOVIN CORP | 17,998 | $12.93M | 0.8% | $718.54 | $266.34 | +169.8% | COM CL A | 03831W108 |
| NET | CLOUDFLARE INC | 59,790 | $12.83M | 0.8% | $214.59 | $107.59 | +99.4% | CL A COM | 18915M107 |
| EXLS | EXLSERVICE HOLDINGS INC | 286,406 | $12.61M | 0.8% | $44.03 | $32.61 | +35.0% | COM | 302081104 |
| TDG | TRANSDIGM GROUP INC | 9,325 | $12.29M | 0.8% | $1318.02 | $316.67 | +316.2% | COM | 893641100 |
| SYK | STRYKER CORPORATION | 32,038 | $11.84M | 0.8% | $369.67 | $196.37 | +87.8% | COM | 863667101 |
| AXON | AXON ENTERPRISE INC | 15,728 | $11.29M | 0.7% | $717.64 | $257.31 | +178.9% | COM | 05464C101 |
| NOW | SERVICENOW INC | 12,134 | $11.17M | 0.7% | $920.28 * | $87.07 | +111.4% | COM | 81762P102 |
| INTU | INTUIT | 16,238 | $11.09M | 0.7% | $682.91 | $353.27 | +93.0% | COM | 461202103 |
| VRSK | VERISK ANALYTICS INC | 42,379 | $10.66M | 0.7% | $251.51 | $109.59 | +129.0% | COM | 92345Y106 |
| ANET | ARISTA NETWORKS INC | 68,839 | $10.03M | 0.6% | $145.71 | $103.35 | +41.0% | COM SHS | 040413205 |
| SPOT | SPOTIFY TECHNOLOGY S A | 13,721 | $9.577M | 0.6% | $698.00 | $456.26 | +53.0% | SHS | L8681T102 |
| PWR | QUANTA SVCS INC | 22,294 | $9.239M | 0.6% | $414.42 | $260.91 | +58.8% | COM | 74762E102 |
| CVLT | COMMVAULT SYS INC | 46,267 | $8.734M | 0.6% | $188.78 | $163.29 | +15.6% | COM | 204166102 |
| — | CYBERARK SOFTWARE LTD | 18,033 | $8.713M | 0.6% | $483.15 | $336.88 | — | SHS | M2682V108 |
| ISRG | INTUITIVE SURGICAL INC | 19,000 | $8.497M | 0.5% | $447.23 | $459.39 | -2.6% | COM NEW | 46120E602 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 32,557 | $8.411M | 0.5% | $258.36 | $214.94 | +20.2% | COM | 874054109 |
| ICE | INTERCONTINENTAL EXCHANGE IN | 47,620 | $8.023M | 0.5% | $168.48 | $77.75 | +116.1% | COM | 45866F104 |
| CRWD | CROWDSTRIKE HLDGS INC | 16,096 | $7.893M | 0.5% | $490.38 | $338.78 | +44.7% | CL A | 22788C105 |
| URI | UNITED RENTALS INC | 8,204 | $7.832M | 0.5% | $954.66 | $443.52 | +114.8% | COM | 911363109 |
| AZN | ASTRAZENECA PLC | 93,898 | $7.204M | 0.5% | $76.72 | $64.64 | — | SPONSORED ADR | 046353108 |
| SNOW | SNOWFLAKE INC | 31,644 | $7.137M | 0.5% | $225.55 | $214.74 | +5.0% | COM SHS | 833445109 |
| RDDT | REDDIT INC | 29,146 | $6.703M | 0.4% | $229.99 | $129.34 | +77.8% | CL A | 75734B100 |
| ZS | ZSCALER INC | 22,353 | $6.698M | 0.4% | $299.66 | $283.03 | +5.9% | COM | 98980G102 |
| MRSH | MARSH & MCLENNAN COS INC | 32,841 | $6.618M | 0.4% | $201.53 | $130.07 | +54.2% | COM | 571748102 |
| VRT | VERTIV HOLDINGS CO | 42,290 | $6.38M | 0.4% | $150.86 | $107.52 | +40.3% | COM CL A | 92537N108 |
| ROAD | CONSTRUCTION PARTNERS INC | 49,770 | $6.321M | 0.4% | $127.00 | $22.63 | +461.3% | COM CL A | 21044C107 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | 42,910 | $6.248M | 0.4% | $145.61 | $50.74 | +187.0% | ORDINARY SHARES | G25457105 |
| PLMR | PALOMAR HLDGS INC | 51,527 | $6.016M | 0.4% | $116.75 | $64.23 | +81.8% | COM | 69753M105 |
| ENSG | ENSIGN GROUP INC | 29,978 | $5.179M | 0.3% | $172.77 | $122.85 | +40.6% | COM | 29358P101 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | 40,332 | $5.179M | 0.3% | $128.40 | $33.02 | +288.8% | COM | 681116109 |
| EOG | EOG RES INC | 45,034 | $5.049M | 0.3% | $112.12 | $103.74 | +7.0% | COM | 26875P101 |
| BRBR | BELLRING BRANDS INC | 133,281 | $4.845M | 0.3% | $36.35 | $49.13 | -26.0% | COMMON STOCK | 07831C103 |
| FSS | FEDERAL SIGNAL CORP | 35,181 | $4.186M | 0.3% | $118.99 | $72.26 | +64.5% | COM | 313855108 |
| COCO | VITA COCO CO INC | 97,540 | $4.143M | 0.3% | $42.47 | $26.93 | +57.7% | COM | 92846Q107 |
| VIAV | VIAVI SOLUTIONS INC | 303,778 | $3.855M | 0.2% | $12.69 | $11.00 | +15.4% | COM | 925550105 |
| AIT | APPLIED INDL TECHNOLOGIES IN | 14,705 | $3.839M | 0.2% | $261.05 | $147.08 | +76.8% | COM | 03820C105 |
| SITM | SITIME CORP | 12,344 | $3.719M | 0.2% | $301.31 | $153.06 | +96.9% | COM | 82982T106 |
| LOPE | GRAND CANYON ED INC | 16,927 | $3.716M | 0.2% | $219.52 | $144.40 | +52.0% | COM | 38526M106 |
| CWST | CASELLA WASTE SYS INC | 36,989 | $3.51M | 0.2% | $94.88 | $32.64 | +190.7% | CL A | 147448104 |
| RBC | RBC BEARINGS INC | 8,617 | $3.363M | 0.2% | $390.29 | $230.34 | +69.4% | COM | 75524B104 |
| TEAM | ATLASSIAN CORPORATION | 20,577 | $3.286M | 0.2% | $159.70 | $261.17 | -38.9% | CL A | 049468101 |
| CDRE | CADRE HLDGS INC | 89,240 | $3.258M | 0.2% | $36.51 | $30.82 | +17.9% | COM | 12763L105 |
| INSM | INSMED INC | 22,136 | $3.188M | 0.2% | $144.01 | $23.62 | +509.7% | COM PAR $.01 | 457669307 |
| HALO | HALOZYME THERAPEUTICS INC | 40,802 | $2.992M | 0.2% | $73.34 | $46.64 | +57.3% | COM | 40637H109 |
| PSMT | PRICESMART INC | 24,185 | $2.931M | 0.2% | $121.19 | $109.77 | +9.9% | COM | 741511109 |
| GOLF | ACUSHNET HLDGS CORP | 36,635 | $2.875M | 0.2% | $78.49 | $67.87 | +15.7% | COM | 005098108 |
| ECG | EVERUS CONSTR GROUP | 33,245 | $2.851M | 0.2% | $85.75 | $53.82 | +59.3% | COM | 300426103 |
| OSW | ONESPAWORLD HOLDINGS LIMITED | 133,243 | $2.817M | 0.2% | $21.14 | $21.80 | -3.3% | COM | P73684113 |
| GBCI | GLACIER BANCORP INC NEW | 57,455 | $2.796M | 0.2% | $48.67 | $46.18 | +3.9% | COM | 37637Q105 |
| AVAV | AEROVIRONMENT INC | 8,828 | $2.78M | 0.2% | $314.89 | $179.74 | +75.2% | COM | 008073108 |
| IRMD | IRADIMED CORP | 38,990 | $2.775M | 0.2% | $71.16 | $45.21 | +56.3% | COM | 46266A109 |
| IDCC | INTERDIGITAL INC | 7,981 | $2.755M | 0.2% | $345.23 | $211.87 | +62.9% | COM | 45867G101 |
| MWA | MUELLER WTR PRODS INC | 104,071 | $2.656M | 0.2% | $25.52 | $24.51 | +3.6% | COM SER A | 624758108 |
| SXT | SENSIENT TECHNOLOGIES CORP | 27,634 | $2.593M | 0.2% | $93.85 | $72.79 | +28.9% | COM | 81725T100 |
| RDNT | RADNET INC | 33,819 | $2.577M | 0.2% | $76.21 | $59.14 | +28.9% | COM | 750491102 |
| MIDD | MIDDLEBY CORP | 19,263 | $2.561M | 0.2% | $132.93 | $145.49 | -8.6% | COM | 596278101 |
| ABCB | AMERIS BANCORP | 32,315 | $2.369M | 0.2% | $73.31 | $70.01 | +4.4% | COM | 03076K108 |
| DSGX | DESCARTES SYS GROUP INC | 24,751 | $2.332M | 0.2% | $94.23 | $30.24 | +211.7% | COM | 249906108 |
| QTWO | Q2 HLDGS INC | 32,169 | $2.329M | 0.2% | $72.39 | $33.13 | +118.5% | COM | 74736L109 |
| SMTC | SEMTECH CORP | 32,548 | $2.326M | 0.2% | $71.45 | $52.80 | +35.3% | COM | 816850101 |
| EPAM | EPAM SYS INC | 15,394 | $2.321M | 0.2% | $150.79 | $88.28 | +70.8% | COM | 29414B104 |
| MTDR | MATADOR RES CO | 51,330 | $2.306M | 0.1% | $44.93 | $52.62 | -14.6% | COM | 576485205 |
| AGI | ALAMOS GOLD INC NEW | 65,433 | $2.281M | 0.1% | $34.86 | $18.86 | +84.8% | COM CL A | 011532108 |
| BOOT | BOOT BARN HLDGS INC | 13,462 | $2.231M | 0.1% | $165.72 | $89.23 | +85.7% | COM | 099406100 |
| WCN | WASTE CONNECTIONS INC | 12,632 | $2.221M | 0.1% | $175.80 | $56.86 | +209.2% | COM | 94106B101 |
| PR | PERMIAN RESOURCES CORP | 167,202 | $2.14M | 0.1% | $12.80 | $11.79 | +8.6% | CLASS A COM | 71424F105 |
| WAY | WAYSTAR HLDG CORP | 56,399 | $2.139M | 0.1% | $37.92 | $37.06 | +2.3% | COM | 946784105 |
| CORT | CORCEPT THERAPEUTICS INC | 25,500 | $2.119M | 0.1% | $83.11 | $36.16 | +129.9% | COM | 218352102 |
| VRNS | VARONIS SYS INC | 34,787 | $1.999M | 0.1% | $57.47 | $50.76 | +13.2% | COM | 922280102 |
| SAIA | SAIA INC | 6,650 | $1.991M | 0.1% | $299.36 | $138.88 | +115.5% | COM | 78709Y105 |
| AAON | AAON INC | 20,898 | $1.953M | 0.1% | $93.44 | $91.21 | +2.3% | COM PAR $0.004 | 000360206 |
| UFPT | UFP TECHNOLOGIES INC | 9,268 | $1.85M | 0.1% | $199.60 | $301.56 | -33.8% | COM | 902673102 |
| IONQ | IONQ INC | 29,896 | $1.839M | 0.1% | $61.50 | $47.02 | +30.8% | COM | 46222L108 |
| TTMI | TTM TECHNOLOGIES INC | 31,463 | $1.812M | 0.1% | $57.60 | $46.47 | +23.9% | COM | 87305R109 |
| INSP | INSPIRE MED SYS INC | 24,261 | $1.8M | 0.1% | $74.20 | $85.50 | -13.2% | COM | 457730109 |
| BMI | BADGER METER INC | 10,044 | $1.794M | 0.1% | $178.58 | $198.39 | -10.2% | COM | 056525108 |
| URGN | UROGEN PHARMA LTD | 87,507 | $1.746M | 0.1% | $19.95 | $15.54 | +28.3% | COM | M96088105 |
| CWAN | CLEARWATER ANALYTICS HLDGS I | 96,115 | $1.732M | 0.1% | $18.02 | $28.07 | -35.8% | CL A | 185123106 |
| HIMS | HIMS & HERS HEALTH INC | 30,430 | $1.726M | 0.1% | $56.72 | $11.27 | +403.1% | COM CL A | 433000106 |
| COHR | COHERENT CORP | 15,899 | $1.713M | 0.1% | $107.72 | $99.18 | +8.6% | COM | 19247G107 |
| LMAT | LEMAITRE VASCULAR INC | 19,459 | $1.703M | 0.1% | $87.51 | $85.64 | +2.0% | COM | 525558201 |
| WING | WINGSTOP INC | 6,675 | $1.68M | 0.1% | $251.68 | $143.52 | +75.4% | COM | 974155103 |
| VST | VISTRA CORP | 8,418 | $1.649M | 0.1% | $195.92 | $197.68 | -1.0% | COM | 92840M102 |
| TVTX | TRAVERE THERAPEUTICS INC | 68,232 | $1.631M | 0.1% | $23.90 | $21.58 | +10.7% | COM | 89422G107 |
| AXSM | AXSOME THERAPEUTICS INC | 12,065 | $1.465M | 0.1% | $121.45 | $74.30 | +63.5% | COM | 05464T104 |
| BBIO | BRIDGEBIO PHARMA INC | 27,935 | $1.451M | 0.1% | $51.94 | $36.37 | +42.8% | COM | 10806X102 |
| GTLB | GITLAB INC | 30,992 | $1.397M | 0.1% | $45.08 | $61.16 | -26.3% | CLASS A COM | 37637K108 |
| BJ | BJS WHSL CLUB HLDGS INC | 14,951 | $1.394M | 0.1% | $93.25 | $22.48 | +314.8% | COM | 05550J101 |
| RELY | REMITLY GLOBAL INC | 83,060 | $1.354M | 0.1% | $16.30 | $15.51 | +5.1% | COM | 75960P104 |
| KVYO | KLAVIYO INC | 48,566 | $1.345M | 0.1% | $27.69 | $38.66 | -28.4% | COM SER A | 49845K101 |
| MIRM | MIRUM PHARMACEUTICALS INC | 17,758 | $1.302M | 0.1% | $73.31 | $44.52 | +64.7% | COM | 604749101 |
| APH | AMPHENOL CORP NEW | 10,406 | $1.288M | 0.1% | $123.75 | $53.21 | +132.1% | CL A | 032095101 |
| ARGX | ARGENX SE | 1,715 | $1.265M | 0.1% | $737.56 | $184.66 | +299.4% | SPONSORED ADR | 04016X101 |
| AJG | GALLAGHER ARTHUR J & CO | 3,954 | $1.225M | 0.1% | $309.74 | $182.48 | +69.3% | COM | 363576109 |
| RBLX | ROBLOX CORP | 8,302 | $1.15M | 0.1% | $138.52 | $100.14 | +38.3% | CL A | 771049103 |
| TREX | TREX CO INC | 21,530 | $1.112M | 0.1% | $51.67 | $60.90 | -15.2% | COM | 89531P105 |
| TSCO | TRACTOR SUPPLY CO | 19,337 | $1.1M | 0.1% | $56.87 | $58.52 | -3.2% | COM | 892356106 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | 31,536 | $1.088M | 0.1% | $34.49 | $38.89 | -11.3% | COM | 04280A100 |
| AGIO | AGIOS PHARMACEUTICALS INC | 25,385 | $1.019M | 0.1% | $40.14 | $29.15 | +37.7% | COM | 00847X104 |
| PRCT | PROCEPT BIOROBOTICS CORP | 27,820 | $993K | 0.1% | $35.69 | $73.83 | -51.7% | COM | 74276L105 |
| LNTH | LANTHEUS HLDGS INC | 19,192 | $984K | 0.1% | $51.29 | $26.60 | +92.8% | COM | 516544103 |
| IDXX | IDEXX LABS INC | 1,521 | $972K | 0.1% | $638.89 | $395.32 | +61.6% | COM | 45168D104 |
| HLT | HILTON WORLDWIDE HLDGS INC | 3,619 | $939K | 0.1% | $259.44 | $242.06 | +7.1% | COM | 43300A203 |
| CASY | CASEYS GEN STORES INC | 1,615 | $913K | 0.1% | $565.32 | $330.95 | +70.5% | COM | 147528103 |
| GWRE | GUIDEWIRE SOFTWARE INC | 3,928 | $903K | 0.1% | $229.86 | $224.62 | +2.3% | COM | 40171V100 |
| CYTK | CYTOKINETICS INC | 16,066 | $883K | 0.1% | $54.96 | $58.48 | -6.0% | COM NEW | 23282W605 |
| RCL | ROYAL CARIBBEAN GROUP | 2,698 | $873K | 0.1% | $323.58 | $236.14 | +36.6% | COM | V7780T103 |
| GH | GUARDANT HEALTH INC | 13,885 | $868K | 0.1% | $62.48 | $47.18 | +32.4% | COM | 40131M109 |
| GKOS | GLAUKOS CORP | 10,473 | $854K | 0.1% | $81.55 | $137.76 | -40.8% | COM | 377322102 |
| DDOG | DATADOG INC | 5,863 | $835K | 0.1% | $142.40 | $137.70 | +3.4% | CL A COM | 23804L103 |
| EXPE | EXPEDIA GROUP INC | 3,821 | $817K | 0.1% | $213.75 | $176.27 | +21.1% | COM NEW | 30212P303 |
| KNSL | KINSALE CAP GROUP INC | 1,864 | $793K | 0.1% | $425.26 | $159.11 | +167.2% | COM | 49714P108 |
| IUSG | ISHARES TR | 4,640 | $763K | 0.0% | $164.54 | $116.58 | +41.1% | CORE S&P US GWT | 464287671 |
| GWW | GRAINGER W W INC | 771 | $735K | 0.0% | $952.96 | $956.89 | -0.6% | COM | 384802104 |
| AMP | AMERIPRISE FINL INC | 1,491 | $732K | 0.0% | $491.25 | $507.72 | -3.6% | COM | 03076C106 |
| VRTX | VERTEX PHARMACEUTICALS INC | 1,814 | $710K | 0.0% | $391.64 | $342.31 | +14.4% | COM | 92532F100 |
| COIN | COINBASE GLOBAL INC | 2,098 | $708K | 0.0% | $337.49 | $242.13 | +39.4% | COM CL A | 19260Q107 |
| ROST | ROSS STORES INC | 4,502 | $686K | 0.0% | $152.39 | $67.00 | +126.9% | COM | 778296103 |
| STE | STERIS PLC | 2,660 | $658K | 0.0% | $247.44 | $205.30 | +20.5% | SHS USD | G8473T100 |
| ODFL | OLD DOMINION FREIGHT LINE IN | 4,661 | $656K | 0.0% | $140.78 | $117.57 | +19.5% | COM | 679580100 |
| CVNA | CARVANA CO | 1,694 | $639K | 0.0% | $377.24 | $357.61 | +5.5% | CL A | 146869102 |
| MPWR | MONOLITHIC PWR SYS INC | 668 | $615K | 0.0% | $920.64 | $644.46 | +42.6% | COM | 609839105 |
| CELH | CELSIUS HLDGS INC | 10,594 | $609K | 0.0% | $57.49 | $38.52 | +49.3% | COM NEW | 15118V207 |
| PLD | PROLOGIS INC. | 5,198 | $595K | 0.0% | $114.52 | $105.77 | +7.4% | COM | 74340W103 |
| EXAS | EXACT SCIENCES CORP | 10,225 | $559K | 0.0% | $54.71 | $78.99 | -30.7% | COM | 30063P105 |
| RRX | REGAL REXNORD CORPORATION | 3,799 | $545K | 0.0% | $143.44 | $152.53 | -6.0% | COM | 758750103 |
| MNDY | MONDAY COM LTD | 2,638 | $511K | 0.0% | $193.69 | $277.00 | -30.1% | SHS | M7S64H106 |
| JPM | JPMORGAN CHASE & CO. | 1,618 | $510K | 0.0% | $315.43 | $177.31 | +77.0% | COM | 46625H100 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | 16,626 | $500K | 0.0% | $30.08 | $42.67 | -29.5% | COM | 90400D108 |
| FANG | DIAMONDBACK ENERGY INC | 3,346 | $479K | 0.0% | $143.10 | $156.20 | -9.0% | COM | 25278X109 |
| HWM | HOWMET AEROSPACE INC | 2,250 | $442K | 0.0% | $196.23 | $153.62 | +27.7% | COM | 443201108 |
| UBER | UBER TECHNOLOGIES INC | 4,475 | $438K | 0.0% | $97.97 | $93.52 | +4.8% | COM | 90353T100 |
| HEI | HEICO CORP NEW | 1,338 | $432K | 0.0% | $322.82 | $318.25 | +1.4% | COM | 422806109 |
| ROL | ROLLINS INC | 7,173 | $421K | 0.0% | $58.74 | $56.61 | +3.4% | COM | 775711104 |
| KMI | KINDER MORGAN INC DEL | 14,112 | $400K | 0.0% | $28.31 | $16.13 | +73.6% | COM | 49456B101 |
| CMG | CHIPOTLE MEXICAN GRILL INC | 10,145 | $398K | 0.0% | $39.19 | $61.13 | -35.9% | COM | 169656105 |
| IOT | SAMSARA INC | 10,288 | $383K | 0.0% | $37.25 | $49.20 | -24.3% | COM CL A | 79589L106 |
| BX | BLACKSTONE INC | 2,231 | $381K | 0.0% | $170.85 | $126.11 | +34.3% | COM | 09260D107 |
| ABBV | ABBVIE INC | 1,494 | $346K | 0.0% | $231.54 | $164.34 | +39.9% | COM | 00287Y109 |
| VEEV | VEEVA SYS INC | 1,153 | $343K | 0.0% | $297.91 | $281.43 | +5.9% | CL A COM | 922475108 |
| BROS | DUTCH BROS INC | 6,547 | $343K | 0.0% | $52.34 | $65.23 | -19.8% | CL A | 26701L100 |
| VKTX | VIKING THERAPEUTICS INC | 12,211 | $321K | 0.0% | $26.28 | $54.64 | -51.9% | COM | 92686J106 |
| EPD | ENTERPRISE PRODS PARTNERS L | 9,835 | $308K | 0.0% | $31.27 | $31.33 | — | COM | 293792107 |
| TJX | TJX COS INC NEW | 2,047 | $296K | 0.0% | $144.54 | $115.80 | +24.5% | COM | 872540109 |
| BHVN | BIOHAVEN LTD | 19,059 | $286K | 0.0% | $15.01 | $32.04 | -53.1% | COM | G1110E107 |
| CME | CME GROUP INC | 1,053 | $285K | 0.0% | $270.19 | $269.86 | -0.3% | COM | 12572Q105 |
| WMT | WALMART INC | 2,677 | $276K | 0.0% | $103.06 | $95.46 | +7.7% | COM | 931142103 |
| QXO | QXO INC | 14,451 | $275K | 0.0% | $19.06 | $20.71 | -7.9% | COM NEW | 82846H405 |
| TTEK | TETRA TECH INC NEW | 8,215 | $274K | 0.0% | $33.38 | $44.50 | -25.0% | COM | 88162G103 |
| FAST | FASTENAL CO | 5,463 | $268K | 0.0% | $49.04 | $46.94 | +3.9% | COM | 311900104 |
| KR | KROGER CO | 3,919 | $264K | 0.0% | $67.41 | $63.34 | +5.9% | COM | 501044101 |
| HON | HONEYWELL INTL INC | 1,167 | $246K | 0.0% | $210.50 * | $191.23 | +3.1% | COM | 438516106 |
| KO | COCA COLA CO | 3,598 | $239K | 0.0% | $66.32 | $67.92 | -3.0% | COM | 191216100 |
| GS | GOLDMAN SACHS GROUP INC | 294 | $234K | 0.0% | $796.35 | $734.84 | +7.8% | COM | 38141G104 |
| CSCO | CISCO SYS INC | 3,371 | $231K | 0.0% | $68.42 | $67.38 | +0.4% | COM | 17275R102 |
| LIN | LINDE PLC | 483 | $229K | 0.0% | $475.00 | $470.63 | +0.6% | SHS | G54950103 |
| EQIX | EQUINIX INC | 274 | $215K | 0.0% | $783.24 | $630.35 | +23.5% | COM | 29444U700 |
| RMBS | RAMBUS INC DEL | 2,023 | $211K | 0.0% | $104.20 | $77.09 | +35.2% | COM | 750917106 |