Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
AAPL	APPLE INC	168,751	$35.54M	4.2%	$210.62 *	$109.51	+69.0%	COM	037833100
NVDA	NVIDIA CORPORATION	254,990	$31.5M	3.7%	$123.54 *	$92.62	+9.1%	COM	67066G104
MSFT	MICROSOFT CORP	69,563	$31.09M	3.7%	$446.95 *	$190.65	+118.9%	COM	594918104
GOOGL	ALPHABET INC	105,825	$19.28M	2.3%	$182.15 *	$108.96	+53.6%	CAP STK CL A	02079K305
META	META PLATFORMS INC	37,852	$19.09M	2.2%	$504.22 *	$187.22	+158.2%	CL A	30303M102
KLAC	KLA CORP	15,928	$13.13M	1.5%	$824.53 *	$252.60	+188.4%	COM NEW	482480100
TSLA	TESLA INC	57,188	$11.32M	1.3%	$197.88 *	$199.56	-12.4%	COM	88160R101
PG	PROCTER AND GAMBLE CO	54,201	$8.939M	1.1%	$164.92 *	$120.43	+30.5%	COM	742718109
V	VISA INC	31,713	$8.324M	1.0%	$262.47 *	$212.04	+27.7%	COM CL A	92826C839
AMAT	APPLIED MATLS INC	33,496	$7.905M	0.9%	$235.99 *	$81.95	+158.0%	COM	038222105
ISRG	INTUITIVE SURGICAL INC	16,429	$7.308M	0.9%	$444.84 *	$292.61	+36.1%	COM NEW	46120E602
CSGP	COSTAR GROUP INC	97,651	$7.24M	0.9%	$74.14 *	$80.96	+4.7%	COM	22160N109
JNJ	JOHNSON & JOHNSON	47,504	$6.943M	0.8%	$146.16 *	$133.44	+6.0%	COM	478160104
TGT	TARGET CORP	44,368	$6.568M	0.8%	$148.04	$138.73	+6.6%	COM	87612E106
AVGO	BROADCOM INC	4,059	$6.516M	0.8%	$1605.35 *	$38.73	+255.4%	COM	11135F101
ECL	ECOLAB INC	27,174	$6.467M	0.8%	$238.00 *	$165.09	+37.6%	COM	278865100
ONON	ON HLDG AG	163,889	$6.359M	0.7%	$38.80 *	$27.34	+33.6%	NAMEN AKT A	H5919C104
EXPD	EXPEDITORS INTL WASH INC	47,278	$5.9M	0.7%	$124.79 *	$95.54	+21.9%	COM	302130109
EMR	EMERSON ELEC CO	53,457	$5.889M	0.7%	$110.16 *	$73.69	+45.8%	COM	291011104
GEHC	GE HEALTHCARE TECHNOLOGIES I	75,234	$5.862M	0.7%	$77.92 *	$74.92	+8.6%	COMMON STOCK	36266G107
CDNS	CADENCE DESIGN SYSTEM INC	18,668	$5.745M	0.7%	$307.74 *	$96.99	+205.3%	COM	127387108
TTD	THE TRADE DESK INC	58,544	$5.718M	0.7%	$97.67 *	$59.51	+51.6%	COM CL A	88339J105
MRK	MERCK & CO INC	43,770	$5.419M	0.6%	$123.80	$69.01	+76.4%	COM	58933Y105
VEEV	VEEVA SYS INC	28,242	$5.169M	0.6%	$183.01 *	$183.50	+8.2%	CL A COM	922475108
PINS	PINTEREST INC	116,301	$5.125M	0.6%	$44.07 *	$37.32	+5.6%	CL A	72352L106
DXCM	DEXCOM INC	44,986	$5.101M	0.6%	$113.38 *	$99.07	+27.6%	COM	252131107
EW	EDWARDS LIFESCIENCES CORP	55,207	$5.099M	0.6%	$92.37 *	$83.06	+6.6%	COM	28176E108
MPWR	MONOLITHIC PWR SYS INC	6,124	$5.032M	0.6%	$821.68 *	$295.67	+140.9%	COM	609839105
KVUE	KENVUE INC	276,771	$5.032M	0.6%	$18.18	$18.60	-2.2%	COM	49177J102
XOM	EXXON MOBIL CORP	43,148	$4.967M	0.6%	$115.12 *	$74.27	+48.2%	COM	30231G102
ODFL	OLD DOMINION FREIGHT LINE IN	27,967	$4.939M	0.6%	$176.60 *	$169.35	+10.2%	COM	679580100
BDX	BECTON DICKINSON & CO	20,865	$4.876M	0.6%	$233.71 *	$229.01	-0.5%	COM	075887109
AZN	ASTRAZENECA PLC	61,795	$4.819M	0.6%	$77.99	$56.93	—	SPONSORED ADR	046353108
FAST	FASTENAL CO	76,486	$4.806M	0.6%	$62.84 *	$23.14	+41.0%	COM	311900104
MDLZ	MONDELEZ INTL INC	73,384	$4.802M	0.6%	$65.44	$55.91	+16.5%	CL A	609207105
CRWD	CROWDSTRIKE HLDGS INC	12,417	$4.758M	0.6%	$383.19 *	$149.83	+122.0%	CL A	22788C105
AOS	SMITH A O CORP	57,942	$4.739M	0.6%	$81.78	$53.75	+52.8%	COM	831865209
PLD	PROLOGIS INC.	42,066	$4.724M	0.6%	$112.31 *	$97.64	+7.0%	COM	74340W103
MDT	MEDTRONIC PLC	59,782	$4.705M	0.6%	$78.71	$84.25	-7.3%	SHS	G5960L103
GPC	GENUINE PARTS CO	33,864	$4.684M	0.6%	$138.32 *	$99.51	+42.3%	COM	372460105
CVX	CHEVRON CORP NEW	29,547	$4.622M	0.5%	$156.42 *	$112.19	+32.3%	COM	166764100
CTAS	CINTAS CORP	6,600	$4.622M	0.5%	$700.25 *	$71.97	+134.2%	COM	172908105
GWW	GRAINGER W W INC	5,080	$4.583M	0.5%	$902.25 *	$372.00	+149.4%	COM	384802104
LOW	LOWES COS INC	20,768	$4.579M	0.5%	$220.46	$140.12	+58.0%	COM	548661107
KMB	KIMBERLY-CLARK CORP	32,696	$4.519M	0.5%	$138.20 *	$107.43	+16.6%	COM	494368103
MTD	METTLER TOLEDO INTERNATIONAL	3,109	$4.346M	0.5%	$1397.73 *	$1072.31	+27.5%	COM	592688105
TER	TERADYNE INC	28,759	$4.265M	0.5%	$148.29 *	$81.03	+55.7%	COM	880770102
CL	COLGATE PALMOLIVE CO	43,902	$4.26M	0.5%	$97.04 *	$67.79	+31.4%	COM	194162103
PEP	PEPSICO INC	25,682	$4.236M	0.5%	$164.93	$126.57	+28.3%	COM	713448108
ABBV	ABBVIE INC	24,320	$4.171M	0.5%	$171.52 *	$146.78	+7.0%	COM	00287Y109
GIL	GILDAN ACTIVEWEAR INC	109,370	$4.147M	0.5%	$37.92 *	$29.11	+21.1%	COM	375916103
CRM	SALESFORCE INC	16,124	$4.146M	0.5%	$257.10 *	$169.40	+56.3%	COM	79466L302
IMO	IMPERIAL OIL LTD	60,554	$4.133M	0.5%	$68.25 *	$39.27	+68.0%	COM NEW	453038408
COP	CONOCOPHILLIPS	35,457	$4.056M	0.5%	$114.38	$61.24	+88.4%	COM	20825C104
ABT	ABBOTT LABS	38,917	$4.044M	0.5%	$103.91	$89.66	+14.8%	COM	002824100
AEM	AGNICO EAGLE MINES LTD	61,820	$4.043M	0.5%	$65.40 *	$48.10	+32.1%	COM	008474108
—	UNILEVER PLC	72,895	$4.008M	0.5%	$54.99	$52.56	—	SPON ADR NEW	904767704
NVS	NOVARTIS AG	36,383	$3.873M	0.5%	$106.46	$94.93	—	SPONSORED ADR	66987V109
MLM	MARTIN MARIETTA MATLS INC	7,145	$3.871M	0.5%	$541.81 *	$336.16	+71.3%	COM	573284106
PWR	QUANTA SVCS INC	15,130	$3.844M	0.5%	$254.09 *	$91.21	+189.9%	COM	74762E102
SWKS	SKYWORKS SOLUTIONS INC	35,830	$3.819M	0.5%	$106.58 *	$93.30	-0.5%	COM	83088M102
NVO	NOVO-NORDISK A S	26,376	$3.765M	0.4%	$142.74	$82.89	—	ADR	670100205
—	LAM RESEARCH CORP	3,478	$3.704M	0.4%	$1064.96	$362.41	—	COM	512807108
ETN	EATON CORP PLC	11,704	$3.67M	0.4%	$313.54	$124.81	+154.2%	SHS	G29183103
CMG	CHIPOTLE MEXICAN GRILL INC	58,356	$3.656M	0.4%	$62.65	$61.45	+1.1%	COM	169656105
ALGN	ALIGN TECHNOLOGY INC	15,005	$3.623M	0.4%	$241.44 *	$274.58	+1.4%	COM	016255101
SYY	SYSCO CORP	50,715	$3.621M	0.4%	$71.39	$72.57	-1.9%	COM	871829107
TYL	TYLER TECHNOLOGIES INC	7,189	$3.615M	0.4%	$502.79 *	$341.78	+34.8%	COM	902252105
ADBE	ADOBE INC	6,500	$3.611M	0.4%	$555.51 *	$344.53	+40.5%	COM	00724F101
CNQ	CANADIAN NAT RES LTD	101,397	$3.61M	0.4%	$35.60	$24.36	+45.4%	COM	136385101
DOV	DOVER CORP	19,880	$3.587M	0.4%	$180.45 *	$107.13	+64.1%	COM	260003108
AAON	AAON INC	40,687	$3.549M	0.4%	$87.24 *	$44.61	+81.5%	COM PAR $0.004	000360206
TJX	TJX COS INC NEW	32,204	$3.546M	0.4%	$110.10 *	$54.47	+81.1%	COM	872540109
APD	AIR PRODS & CHEMS INC	13,426	$3.465M	0.4%	$258.05 *	$214.46	+13.0%	COM	009158106
NUE	NUCOR CORP	21,874	$3.458M	0.4%	$158.08 *	$111.85	+51.1%	COM	670346105
FND	FLOOR & DECOR HLDGS INC	34,584	$3.438M	0.4%	$99.41 *	$93.86	+22.5%	CL A	339750101
PPG	PPG INDS INC	27,102	$3.412M	0.4%	$125.89	$145.74	-12.6%	COM	693506107
GRMN	GARMIN LTD	20,546	$3.347M	0.4%	$162.92 *	$102.32	+49.7%	SHS	H2906T109
LULU	LULULEMON ATHLETICA INC	10,935	$3.266M	0.4%	$298.69 *	$299.26	+11.7%	COM	550021109
ASML	ASML HOLDING N V	3,183	$3.255M	0.4%	$1022.73	$347.35	—	N Y REGISTRY SHS	N07059210
ERIC	TELEFONAKTIEBOLAGET LM ERICS	527,349	$3.254M	0.4%	$6.17	$5.67	—	ADR B SEK 10	294821608
STM	STMICROELECTRONICS N V	81,849	$3.215M	0.4%	$39.28	$39.28	—	NY REGISTRY	861012102
CBRE	CBRE GROUP INC	35,994	$3.207M	0.4%	$89.11	$82.35	+7.7%	CL A	12504L109
HAL	HALLIBURTON CO	94,794	$3.202M	0.4%	$33.78 *	$32.38	+9.1%	COM	406216101
OLLI	OLLIES BARGAIN OUTLET HLDGS	32,608	$3.201M	0.4%	$98.17 *	$60.38	+31.8%	COM	681116109
TECH	BIO-TECHNE CORP	44,638	$3.198M	0.4%	$71.65	$74.40	-1.9%	COM	09073M104
CPRT	COPART INC	57,502	$3.114M	0.4%	$54.16	$35.71	+52.9%	COM	217204106
AU	ANGLOGOLD ASHANTI PLC	121,326	$3.049M	0.4%	$25.13 *	$17.51	+28.1%	COM SHS	G0378L100
EQIX	EQUINIX INC	4,007	$3.032M	0.4%	$756.58 *	$635.02	+15.3%	COM	29444U700
MCHP	MICROCHIP TECHNOLOGY INC.	33,043	$3.023M	0.4%	$91.50 *	$66.20	+32.0%	COM	595017104
—	ARISTA NETWORKS INC	8,589	$3.01M	0.4%	$350.49	$174.35	—	COM	040413106
GLW	CORNING INC	77,448	$3.009M	0.4%	$38.85 *	$29.08	+15.8%	COM	219350105
LOGI	LOGITECH INTL S A	30,740	$2.978M	0.4%	$96.88 *	$78.59	+11.1%	SHS	H50430232
LIN	LINDE PLC	6,744	$2.959M	0.3%	$438.83	$322.30	+33.6%	SHS	G54950103
ALLE	ALLEGION PLC	24,999	$2.954M	0.3%	$118.15 *	$99.59	+21.5%	ORD SHS	G0176J109
SCCO	SOUTHERN COPPER CORP	27,126	$2.923M	0.3%	$107.74 *	$46.37	+124.3%	COM	84265V105
WST	WEST PHARMACEUTICAL SVSC INC	8,870	$2.922M	0.3%	$329.38 *	$278.97	+26.1%	COM	955306105
HELE	HELEN OF TROY LTD	31,487	$2.92M	0.3%	$92.74 *	$141.62	-28.5%	COM	G4388N106
CAH	CARDINAL HEALTH INC	29,667	$2.917M	0.3%	$98.32	$100.66	-1.4%	COM	14149Y108
SPSC	SPS COMM INC	15,266	$2.872M	0.3%	$188.16 *	$99.07	+84.7%	COM	78463M107
SNPS	SYNOPSYS INC	4,818	$2.867M	0.3%	$595.04 *	$525.53	+7.6%	COM	871607107
SPGI	S&P GLOBAL INC	6,398	$2.854M	0.3%	$446.00 *	$351.96	+20.4%	COM	78409V104
ROP	ROPER TECHNOLOGIES INC	5,058	$2.851M	0.3%	$563.62 *	$380.94	+40.0%	COM	776696106
TREX	TREX CO INC	38,244	$2.835M	0.3%	$74.12 *	$69.39	+26.1%	COM	89531P105
CLX	CLOROX CO DEL	20,344	$2.776M	0.3%	$136.47 *	$127.12	+3.4%	COM	189054109
TPL	TEXAS PACIFIC LAND CORPORATI	3,750	$2.754M	0.3%	$734.28 *	$155.69	+31.5%	COM	88262P102
MGA	MAGNA INTL INC	65,566	$2.747M	0.3%	$41.90 *	$50.41	-13.1%	COM	559222401
CNI	CANADIAN NATL RY CO	23,253	$2.747M	0.3%	$118.13 *	$114.57	+5.7%	COM	136375102
DD	DUPONT DE NEMOURS INC	34,079	$2.743M	0.3%	$80.49 *	$28.15	+12.1%	COM	26614N102
NOVT	NOVANTA INC	16,794	$2.739M	0.3%	$163.11	$142.73	+13.7%	COM	67000B104
CHD	CHURCH & DWIGHT CO INC	26,379	$2.735M	0.3%	$103.68	$92.76	+11.9%	COM	171340102
—	TE CONNECTIVITY LTD	18,039	$2.714M	0.3%	$150.43	$117.98	—	SHS	H84989104
BKNG	BOOKING HOLDINGS INC	682	$2.703M	0.3%	$3962.96 *	$1995.44	+83.2%	COM	09857L108
KO	COCA COLA CO	42,407	$2.699M	0.3%	$63.65 *	$48.59	+21.2%	COM	191216100
ZS	ZSCALER INC	13,956	$2.682M	0.3%	$192.19 *	$177.98	0.0%	COM	98980G102
PANW	PALO ALTO NETWORKS INC	7,890	$2.675M	0.3%	$339.01 *	$157.74	-5.2%	COM	697435105
PSX	PHILLIPS 66	18,946	$2.675M	0.3%	$141.17	$84.71	+64.8%	COM	718546104
MORN	MORNINGSTAR INC	8,989	$2.659M	0.3%	$295.84	$251.69	+17.6%	COM	617700109
XYL	XYLEM INC	19,600	$2.658M	0.3%	$135.63	$98.18	+36.0%	COM	98419M100
SHW	SHERWIN WILLIAMS CO	8,895	$2.655M	0.3%	$298.44 *	$227.52	+34.1%	COM	824348106
WY	WEYERHAEUSER CO MTN BE	93,325	$2.649M	0.3%	$28.39 *	$30.50	-3.5%	COM NEW	962166104
DHR	DANAHER CORPORATION	10,566	$2.64M	0.3%	$249.85	$225.22	+11.1%	COM	235851102
RGEN	REPLIGEN CORP	20,824	$2.625M	0.3%	$126.06 *	$178.64	-12.3%	COM	759916109
MKC	MCCORMICK & CO INC	36,915	$2.619M	0.3%	$70.94	$75.30	-7.4%	COM NON VTG	579780206
CTVA	CORTEVA INC	48,200	$2.6M	0.3%	$53.94	$45.49	+18.9%	COM	22052L104
CMI	CUMMINS INC	9,343	$2.587M	0.3%	$276.94	$180.73	+52.8%	COM	231021106
HWM	HOWMET AEROSPACE INC	33,083	$2.568M	0.3%	$77.63 *	$44.91	+67.9%	COM	443201108
OLED	UNIVERSAL DISPLAY CORP	12,187	$2.562M	0.3%	$210.24 *	$163.58	+5.5%	COM	91347P105
UBER	UBER TECHNOLOGIES INC	34,590	$2.514M	0.3%	$72.68 *	$40.09	+73.4%	COM	90353T100
ITW	ILLINOIS TOOL WKS INC	10,528	$2.495M	0.3%	$236.96	$161.45	+46.7%	COM	452308109
AVB	AVALONBAY CMNTYS INC	12,031	$2.489M	0.3%	$206.90 *	$177.13	+2.9%	COM	053484101
WAB	WABTEC	15,713	$2.484M	0.3%	$158.05	$97.65	+62.3%	COM	929740108
ROST	ROSS STORES INC	16,913	$2.458M	0.3%	$145.32 *	$86.13	+57.7%	COM	778296103
TSM	TAIWAN SEMICONDUCTOR MFG LTD	14,103	$2.451M	0.3%	$173.81	$116.51	—	SPONSORED ADS	874039100
PNR	PENTAIR PLC	31,662	$2.428M	0.3%	$76.67 *	$43.61	+81.8%	SHS	G7S00T104
SBUX	STARBUCKS CORP	31,121	$2.423M	0.3%	$77.85	$73.97	+5.5%	COM	855244109
TXN	TEXAS INSTRS INC	12,398	$2.412M	0.3%	$194.54 *	$135.28	+30.2%	COM	882508104
NTAP	NETAPP INC	18,676	$2.405M	0.3%	$128.80 *	$66.09	+64.3%	COM	64110D104
GNRC	GENERAC HLDGS INC	18,170	$2.402M	0.3%	$132.22 *	$160.73	-14.0%	COM	368736104
POOL	POOL CORP	7,752	$2.383M	0.3%	$307.35 *	$389.83	-9.4%	COM	73278L105
CSX	CSX CORP	71,003	$2.375M	0.3%	$33.45	$29.63	+11.8%	COM	126408103
CHRW	C H ROBINSON WORLDWIDE INC	26,617	$2.346M	0.3%	$88.12 *	$83.30	-7.8%	COM NEW	12541W209
KTB	KONTOOR BRANDS INC	35,227	$2.33M	0.3%	$66.15	$54.25	+20.5%	COM	50050N103
HUBS	HUBSPOT INC	3,924	$2.314M	0.3%	$589.80 *	$408.43	+50.2%	COM	443573100
IDXX	IDEXX LABS INC	4,703	$2.292M	0.3%	$487.24 *	$501.79	+0.0%	COM	45168D104
ROL	ROLLINS INC	46,564	$2.272M	0.3%	$48.79 *	$39.28	+15.2%	COM	775711104
NXPI	NXP SEMICONDUCTORS N V	8,397	$2.259M	0.3%	$269.08 *	$165.86	+50.8%	COM	N6596X109
ALB	ALBEMARLE CORP	23,471	$2.242M	0.3%	$95.52 *	$155.32	-25.9%	COM	012653101
AZO	AUTOZONE INC	737	$2.184M	0.3%	$2964.02	$1606.04	+82.3%	COM	053332102
EQR	EQUITY RESIDENTIAL	31,318	$2.172M	0.3%	$69.34 *	$62.05	-2.2%	SH BEN INT	29476L107
HOLX	HOLOGIC INC	29,086	$2.16M	0.3%	$74.25	$64.98	+15.4%	COM	436440101
SN	SHARKNINJA INC	27,745	$2.085M	0.2%	$75.15 *	$70.43	0.0%	COM SHS	G8068L108
TT	TRANE TECHNOLOGIES PLC	6,320	$2.079M	0.2%	$328.93 *	$128.34	+144.4%	SHS	G8994E103
WDAY	WORKDAY INC	9,299	$2.079M	0.2%	$223.55 *	$196.49	+22.5%	CL A	98138H101
TRMB	TRIMBLE INC	37,040	$2.071M	0.2%	$55.92 *	$66.06	-12.6%	COM	896239100
FDS	FACTSET RESH SYS INC	5,056	$2.064M	0.2%	$408.25 *	$310.12	+34.6%	COM	303075105
ZBRA	ZEBRA TECHNOLOGIES CORPORATI	6,661	$2.058M	0.2%	$308.94	$273.70	+11.1%	CL A	989207105
ZTS	ZOETIS INC	11,766	$2.04M	0.2%	$173.35 *	$167.36	-2.4%	CL A	98978V103
WM	WASTE MGMT INC DEL	9,510	$2.029M	0.2%	$213.35 *	$155.71	+30.3%	COM	94106L109
MNST	MONSTER BEVERAGE CORP NEW	40,162	$2.006M	0.2%	$49.95 *	$44.31	+19.6%	COM	61174X109
WSC	WILLSCOT MOBIL MINI HLDNG CO	53,219	$2.003M	0.2%	$37.64 *	$41.09	-3.7%	COM CL A	971378104
NTNX	NUTANIX INC	35,185	$2M	0.2%	$56.85 *	$61.39	0.0%	CL A	67059N108
IBM	INTERNATIONAL BUSINESS MACHS	11,443	$1.979M	0.2%	$172.95 *	$165.85	0.0%	COM	459200101
YETI	YETI HLDGS INC	51,685	$1.972M	0.2%	$38.15 *	$39.98	-2.6%	COM	98585X104
NDSN	NORDSON CORP	8,485	$1.968M	0.2%	$231.95 *	$230.59	+6.9%	COM	655663102
MAA	MID-AMER APT CMNTYS INC	13,774	$1.964M	0.2%	$142.61 *	$133.09	-5.7%	COM	59522J103
EL	LAUDER ESTEE COS INC	18,383	$1.956M	0.2%	$106.40 *	$170.48	-25.6%	CL A	518439104
AMT	AMERICAN TOWER CORP NEW	10,041	$1.952M	0.2%	$194.38 *	$185.99	-5.2%	COM	03027X100
ACN	ACCENTURE PLC IRELAND	6,374	$1.934M	0.2%	$303.42	$304.51	-1.7%	SHS CLASS A	G1151C101
AMGN	AMGEN INC	6,157	$1.924M	0.2%	$312.46 *	$279.32	0.0%	COM	031162100
ADM	ARCHER DANIELS MIDLAND CO	31,798	$1.922M	0.2%	$60.45 *	$57.62	+0.2%	COM	039483102
UNP	UNION PAC CORP	8,384	$1.897M	0.2%	$226.25	$170.34	+32.4%	COM	907818108
CPT	CAMDEN PPTY TR	17,285	$1.886M	0.2%	$109.11 *	$99.86	-3.0%	SH BEN INT	133131102
DDOG	DATADOG INC	14,462	$1.876M	0.2%	$129.69 *	$98.87	+22.4%	CL A COM	23804L103
LECO	LINCOLN ELEC HLDGS INC	9,906	$1.869M	0.2%	$188.64 *	$171.06	+26.9%	COM	533900106
AMZN	AMAZON COM INC	9,581	$1.852M	0.2%	$193.25 *	$125.54	+46.3%	COM	023135106
CSCO	CISCO SYS INC	38,609	$1.834M	0.2%	$47.51 *	$42.84	+5.7%	COM	17275R102
CARR	CARRIER GLOBAL CORPORATION	28,678	$1.809M	0.2%	$63.08 *	$54.96	+9.5%	COM	14448C104
MTN	VAIL RESORTS INC	9,975	$1.797M	0.2%	$180.12 *	$256.68	-22.5%	COM	91879Q109
LEVI	LEVI STRAUSS & CO NEW	92,250	$1.779M	0.2%	$19.28 *	$19.30	+7.7%	CL A COM STK	52736R102
COO	COOPER COS INC	19,362	$1.69M	0.2%	$87.30 *	$96.75	-3.5%	COM	216648501
APPF	APPFOLIO INC	6,814	$1.666M	0.2%	$244.57 *	$189.30	+23.1%	COM CL A	03783C100
AMD	ADVANCED MICRO DEVICES INC	10,225	$1.659M	0.2%	$162.21	$102.91	+56.3%	COM	007903107
LSCC	LATTICE SEMICONDUCTOR CORP	27,568	$1.599M	0.2%	$57.99	$86.75	—	COM	518415104
WK	WORKIVA INC	21,760	$1.588M	0.2%	$72.99 *	$102.22	-23.0%	COM CL A	98139A105
EXR	EXTRA SPACE STORAGE INC	10,189	$1.584M	0.2%	$155.42 *	$127.88	+5.9%	COM	30225T102
LLY	ELI LILLY & CO	1,735	$1.571M	0.2%	$905.36 *	$384.49	+105.7%	COM	532457108
JCI	JOHNSON CTLS INTL PLC	23,254	$1.546M	0.2%	$66.47	$58.56	+12.4%	SHS	G51502105
NKE	NIKE INC	20,294	$1.53M	0.2%	$75.37 *	$106.62	-15.9%	CL B	654106103
NCNO	NCINO INC	47,542	$1.495M	0.2%	$31.45	$29.10	+7.4%	COM	63947X101
INSP	INSPIRE MED SYS INC	10,956	$1.466M	0.2%	$133.83 *	$221.03	-14.4%	COM	457730109
USPH	U S PHYSICAL THERAPY	15,645	$1.446M	0.2%	$92.42 *	$102.24	-1.1%	COM	90337L108
RIO	RIO TINTO PLC	21,695	$1.43M	0.2%	$65.93	$63.43	—	SPONSORED ADR	767204100
ESS	ESSEX PPTY TR INC	5,201	$1.416M	0.2%	$272.20 *	$241.50	-0.2%	COM	297178105
PSA	PUBLIC STORAGE OPER CO	4,916	$1.414M	0.2%	$287.64 *	$259.12	-0.6%	COM	74460D109
AMH	AMERICAN HOMES 4 RENT	37,182	$1.382M	0.2%	$37.16	$33.93	—	CL A	02665T306
LEA	LEAR CORP	11,968	$1.367M	0.2%	$114.21 *	$135.30	-10.0%	COM NEW	521865204
ITGR	INTEGER HLDGS CORP	11,465	$1.328M	0.2%	$115.79	$96.95	+20.5%	COM	45826H109
MDB	MONGODB INC	5,214	$1.303M	0.2%	$249.96 *	$404.68	-22.0%	CL A	60937P106
VLTO	VERALTO CORP	13,204	$1.261M	0.1%	$95.47	$75.55	+25.7%	COM SHS	92338C103
ASGN	ASGN INC	14,137	$1.246M	0.1%	$88.17 *	$95.54	0.0%	COM	00191U102
FERG1GBX	FERGUSON PLC NEW	6,406	$1.241M	0.1%	$193.66	$218.43	—	SHS	G3421J106
BOOT	BOOT BARN HLDGS INC	9,378	$1.209M	0.1%	$128.93 *	$73.96	+52.2%	COM	099406100
DHI	D R HORTON INC	8,571	$1.208M	0.1%	$140.93 *	$92.67	+55.9%	COM	23331A109
VLO	VALERO ENERGY CORP	7,694	$1.206M	0.1%	$156.76 *	$135.69	+13.1%	COM	91913Y100
HEI/A	HEICO CORP NEW	6,734	$1.195M	0.1%	$177.52 *	$108.75	+55.0%	CL A	422806208
ONTO	ONTO INNOVATION INC	5,444	$1.195M	0.1%	$219.55 *	$81.26	+154.4%	COM	683344105
FOXF	FOX FACTORY HLDG CORP	24,489	$1.18M	0.1%	$48.19 *	$81.48	-44.5%	COM	35138V102
ICFI	ICF INTL INC	7,932	$1.178M	0.1%	$148.47 *	$102.75	+40.6%	COM	44925C103
IR	INGERSOLL RAND INC	12,872	$1.169M	0.1%	$90.84	$85.38	+7.5%	COM	45687V106
NPO	ENPRO INC	8,012	$1.166M	0.1%	$145.57 *	$138.18	+9.6%	COM	29355X107
VMC	VULCAN MATLS CO	4,553	$1.132M	0.1%	$248.68 *	$151.24	+68.8%	COM	929160109
DAVA	ENDAVA PLC	38,620	$1.129M	0.1%	$29.24	$68.70	—	ADS	29260V105
DLR	DIGITAL RLTY TR INC	7,363	$1.12M	0.1%	$152.05 *	$136.41	0.0%	COM	253868103
RVLV	REVOLVE GROUP INC	70,172	$1.116M	0.1%	$15.91 *	$25.26	-24.2%	CL A	76156B107
CF	CF INDS HLDGS INC	14,945	$1.108M	0.1%	$74.12	$66.41	+12.4%	COM	125269100
MRVL	MARVELL TECHNOLOGY INC	15,527	$1.085M	0.1%	$69.90	$58.43	+19.3%	COM	573874104
INTC	INTEL CORP	34,491	$1.068M	0.1%	$30.97 *	$39.51	-17.7%	COM	458140100
GWRE	GUIDEWIRE SOFTWARE INC	7,739	$1.067M	0.1%	$137.88 *	$107.21	+12.2%	COM	40171V100
CSW	CSW INDUSTRIALS INC	3,836	$1.018M	0.1%	$265.31 *	$101.80	+142.1%	COM	126402106
SM	SM ENERGY CO	23,427	$1.013M	0.1%	$43.23 *	$41.11	+13.6%	COM	78454L100
KFY	KORN FERRY	14,979	$1.006M	0.1%	$67.14 *	$56.71	+8.5%	COM NEW	500643200
ON	ON SEMICONDUCTOR CORP	14,536	$996K	0.1%	$68.55 *	$76.54	-8.3%	COM	682189105
ADUS	ADDUS HOMECARE CORP	8,436	$980K	0.1%	$116.11 *	$92.82	+15.3%	COM	006739106
WELL	WELLTOWER INC	9,365	$976K	0.1%	$104.25 *	$87.24	+8.9%	COM	95040Q104
ALG	ALAMO GROUP INC	5,478	$948K	0.1%	$173.01 *	$192.88	0.0%	COM	011311107
ELS	EQUITY LIFESTYLE PPTYS INC	13,721	$894K	0.1%	$65.13	$67.26	—	COM	29472R108
COHU	COHU INC	26,879	$890K	0.1%	$33.10 *	$31.04	0.0%	COM	192576106
—	ASPEN TECHNOLOGY INC	4,460	$886K	0.1%	$198.64	$194.55	—	COM	29109X106
BLKB	BLACKBAUD INC	11,164	$850K	0.1%	$76.17	$67.53	+14.1%	COM	09227Q100
BCPC	BALCHEM CORP	5,386	$829K	0.1%	$153.96 *	$110.31	+35.0%	COM	057665200
KFRC	KFORCE INC	12,997	$808K	0.1%	$62.13 *	$56.91	+11.6%	COM	493732101
FELE	FRANKLIN ELEC INC	8,334	$803K	0.1%	$96.32	$63.32	+54.3%	COM	353514102
WCN	WASTE CONNECTIONS INC	4,561	$800K	0.1%	$175.34 *	$109.88	+50.7%	COM	94106B101
AEIS	ADVANCED ENERGY INDS	7,322	$796K	0.1%	$108.76 *	$86.66	+17.5%	COM	007973100
CUBE	CUBESMART	17,586	$794K	0.1%	$45.17	$48.68	—	COM	229663109
EXLS	EXLSERVICE HOLDINGS INC	24,496	$768K	0.1%	$31.36 *	$29.62	+1.4%	COM	302081104
MCO	MOODYS CORP	1,818	$765K	0.1%	$420.83 *	$252.40	+55.7%	COM	615369105
GLD	SPDR GOLD TR	3,510	$755K	0.1%	$215.01	$157.82	—	GOLD SHS	78463V107
ZBH	ZIMMER BIOMET HOLDINGS INC	6,875	$746K	0.1%	$108.53 *	$141.11	-17.8%	COM	98956P102
ENS	ENERSYS	7,191	$744K	0.1%	$103.52 *	$98.76	-2.3%	COM	29275Y102
POWI	POWER INTEGRATIONS INC	10,421	$731K	0.1%	$70.19	$72.81	-4.0%	COM	739276103
DIOD	DIODES INC	10,115	$728K	0.1%	$71.93	$67.14	+6.8%	COM	254543101
DORM	DORMAN PRODS INC	7,905	$723K	0.1%	$91.48	$87.99	+4.0%	COM	258278100
ENOV	ENOVIS CORPORATION	15,579	$704K	0.1%	$45.20 *	$56.03	-7.4%	COM	194014502
—	NV5 GLOBAL INC	7,501	$697K	0.1%	$92.97	$105.38	—	COM	62945V109
FIVE	FIVE BELOW INC	6,397	$697K	0.1%	$108.96 *	$172.32	-19.6%	COM	33829M101
ADC	AGREE RLTY CORP	11,063	$685K	0.1%	$61.94	$62.90	—	COM	008492100
GOLF	ACUSHNET HLDGS CORP	10,017	$636K	0.1%	$63.48	$51.52	+23.8%	COM	005098108
PCH	POTLATCHDELTIC CORPORATION	15,886	$626K	0.1%	$39.39	$51.67	—	COM	737630103
—	WNS HLDGS LTD	11,697	$614K	0.1%	$52.50	$50.56	—	COM SHS	G98196101
LH	LABCORP HOLDINGS INC	2,893	$589K	0.1%	$203.51	$199.50	0.0%	COM SHS	504922105
CTS	CTS CORP	11,427	$579K	0.1%	$50.63 *	$33.13	+48.3%	COM	126501105
EYE	NATIONAL VISION HLDGS INC	43,647	$571K	0.1%	$13.09 *	$35.70	-54.2%	COM	63845R107
MAX	MEDIAALPHA INC	43,173	$569K	0.1%	$13.17 *	$28.97	-36.5%	CL A	58450V104
AVNS	AVANOS MED INC	28,521	$568K	0.1%	$19.92 *	$30.16	-35.4%	COM	05350V106
BBY	BEST BUY INC	6,600	$556K	0.1%	$84.30 *	$63.69	+14.9%	COM	086516101
—	ANSYS INC	1,721	$553K	0.1%	$321.45	$229.15	—	COM	03662Q105
ESE	ESCO TECHNOLOGIES INC	5,246	$551K	0.1%	$105.03	$105.02	0.0%	COM	296315104
OFLX	OMEGA FLEX INC	10,509	$539K	0.1%	$51.28 *	$110.77	-42.4%	COM	682095104
AMBA	AMBARELLA INC	9,983	$539K	0.1%	$53.95 *	$69.87	-28.9%	SHS	G037AX101
AIT	APPLIED INDL TECHNOLOGIES IN	2,776	$539K	0.1%	$194.00 *	$188.17	0.0%	COM	03820C105
TWLO	TWILIO INC	9,433	$536K	0.1%	$56.81 *	$172.74	-65.8%	CL A	90138F102
DGX	QUEST DIAGNOSTICS INC	3,680	$504K	0.1%	$136.89 *	$113.08	+17.6%	COM	74834L100
SSD	SIMPSON MFG INC	2,945	$496K	0.1%	$168.53 *	$173.00	0.0%	COM	829073105
FIX	COMFORT SYS USA INC	1,620	$493K	0.1%	$304.15 *	$316.07	0.0%	COM	199908104
AMWD	AMERICAN WOODMARK CORPORATIO	6,024	$473K	0.1%	$78.60 *	$75.71	+19.2%	COM	030506109
NRC	NATIONAL RESH CORP	20,481	$470K	0.1%	$22.95 *	$39.69	-22.3%	COM NEW	637372202
DFH	DREAM FINDERS HOMES INC	17,121	$442K	0.1%	$25.82 *	$31.61	0.0%	COM CL A	26154D100
SUPN	SUPERNUS PHARMACEUTICALS INC	15,737	$421K	0.0%	$26.75 *	$28.20	+2.8%	COM	868459108
ILMN	ILLUMINA INC	3,918	$409K	0.0%	$104.37 *	$268.59	-58.2%	COM	452327109
SLP	SIMULATIONS PLUS INC	8,007	$389K	0.0%	$48.62 *	$39.95	+17.8%	COM	829214105
REXR	REXFORD INDL RLTY INC	8,362	$373K	0.0%	$44.59	$54.67	—	COM	76169C100
TSCO	TRACTOR SUPPLY CO	1,333	$360K	0.0%	$270.08 *	$52.31	0.0%	COM	892356106
OMCL	OMNICELL COM	13,100	$355K	0.0%	$27.07 *	$91.43	-68.3%	COM	68213N109
EGP	EASTGROUP PPTYS INC	1,987	$338K	0.0%	$170.09	$167.39	—	COM	277276101
SITE	SITEONE LANDSCAPE SUPPLY INC	2,758	$335K	0.0%	$121.40 *	$161.21	-6.2%	COM	82982L103
NVEC	NVE CORP	4,380	$327K	0.0%	$74.69 *	$77.36	+1.3%	COM NEW	629445206
GOOG	ALPHABET INC	1,684	$309K	0.0%	$183.39 *	$144.07	+17.2%	CAP STK CL C	02079K107
XYZ	BLOCK INC	4,780	$308K	0.0%	$64.49 *	$83.30	-16.0%	CL A	852234103
FR	FIRST INDL RLTY TR INC	6,472	$307K	0.0%	$47.51	$52.62	—	COM	32054K103
TEAM	ATLASSIAN CORPORATION	1,721	$304K	0.0%	$176.91	$162.82	+9.8%	CL A	049468101
PI	IMPINJ INC	1,757	$275K	0.0%	$156.77 *	$148.62	0.0%	COM	453204109
REG	REGENCY CTRS CORP	4,354	$271K	0.0%	$62.19 *	$56.01	0.0%	COM	758849103
HD	HOME DEPOT INC	781	$269K	0.0%	$344.42 *	$307.92	+6.4%	COM	437076102
SDHC	SMITH DOUGLAS HOMES CORP	11,230	$263K	0.0%	$23.38 *	$28.04	-4.4%	COM SHS CL A	83207R107
VRSK	VERISK ANALYTICS INC	908	$245K	0.0%	$269.53 *	$242.08	0.0%	COM	92345Y106
ROKU	ROKU INC	3,682	$221K	0.0%	$59.92 *	$170.34	-65.6%	COM CL A	77543R102
INTU	INTUIT	332	$218K	0.0%	$657.69 *	$544.67	+12.8%	COM	461202103
MSCI	MSCI INC	442	$213K	0.0%	$482.22	$486.44	0.0%	COM	55354G100
—	ITERIS INC NEW	32,017	$139K	0.0%	$4.33	$5.84	—	COM	46564T107
RXRX	RECURSION PHARMACEUTICALS IN	15,825	$119K	0.0%	$7.50 *	$11.14	-21.7%	CL A	75629V104
CBAT	CBAK ENERGY TECHNOLOGY INC	46,312	$63,447	0.0%	$1.37 *	$5.06	-75.2%	COM	14986C102
KNDI	KANDI TECHNOLOGIES GROUP INC	19,085	$41,796	0.0%	$2.19	$2.20	0.0%	USD ORD SHS	G5214E103