Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MSFT	MICROSOFT CORP	435,764	$195M	5.9%	$250.49	+66.6%	COM	594918104
AVGO	BROADCOM INC	100,911	$162M	4.9%	$51.92	+165.1%	COM	11135F101
META	META PLATFORMS INC	316,152	$159M	4.9%	$290.69	+66.3%	CL A	30303M102
NVDA	NVIDIA CORPORATION	725,209	$89.59M	2.7%	$95.20	+6.1%	COM	67066G104
LLY	ELI LILLY & CO	87,348	$79.08M	2.4%	$277.00	+185.5%	COM	532457108
TSLA	TESLA INC	356,708	$70.59M	2.2%	$260.53	-32.9%	COM	88160R101
GOOG	ALPHABET INC	340,199	$62.4M	1.9%	$116.83	+44.5%	CAP STK CL C	02079K107
GOOGL	ALPHABET INC	336,105	$61.22M	1.9%	$113.21	+47.8%	CAP STK CL A	02079K305
AAPL	APPLE INC	278,941	$58.75M	1.8%	$158.28	+17.0%	COM	037833100
VRTX	VERTEX PHARMACEUTICALS INC	124,080	$58.16M	1.8%	$311.88	+39.2%	COM	92532F100
NFLX	NETFLIX INC	86,021	$58.05M	1.8%	$46.49	+34.3%	COM	64110L106
JPM	JPMORGAN CHASE & CO.	276,249	$55.87M	1.7%	$129.87	+45.7%	COM	46625H100
AMZN	AMAZON COM INC	263,049	$50.83M	1.6%	$158.39	+16.0%	COM	023135106
REGN	REGENERON PHARMACEUTICALS	47,136	$49.54M	1.5%	$762.03	+26.5%	COM	75886F107
PM	PHILIP MORRIS INTL INC	441,759	$44.76M	1.4%	$72.36	+26.2%	COM	718172109
CARR	CARRIER GLOBAL CORPORATION	680,581	$42.93M	1.3%	$44.69	+34.7%	COM	14448C104
BKNG	BOOKING HOLDINGS INC	10,727	$42.5M	1.3%	$2499.98	+46.2%	COM	09857L108
ASML	ASML HOLDING N V	41,131	$42.07M	1.3%	$700.26	—	N Y REGISTRY SHS	N07059210
COST	COSTCO WHSL CORP NEW	47,731	$40.57M	1.2%	$494.70	+56.4%	COM	22160K105
V	VISA INC	137,564	$36.11M	1.1%	$222.04	+22.0%	COM CL A	92826C839
MELI	MERCADOLIBRE INC	21,649	$35.58M	1.1%	$1198.69	+31.7%	COM	58733R102
CAT	CATERPILLAR INC	106,125	$35.35M	1.1%	$207.89	+62.9%	COM	149123101
TCOM	TRIP COM GROUP LTD	749,678	$35.23M	1.1%	$33.46	—	ADS	89677Q107
DHR	DANAHER CORPORATION	138,726	$34.66M	1.1%	$204.25	+22.5%	COM	235851102
TMO	THERMO FISHER SCIENTIFIC INC	62,088	$34.33M	1.0%	$548.68	+3.8%	COM	883556102
ISRG	INTUITIVE SURGICAL INC	73,005	$32.48M	1.0%	$305.13	+30.5%	COM NEW	46120E602
MA	MASTERCARD INCORPORATED	73,135	$32.26M	1.0%	$368.76	+22.5%	CL A	57636Q104
RCL	ROYAL CARIBBEAN GROUP	193,627	$30.87M	0.9%	$66.69	+111.9%	COM	V7780T103
SNPS	SYNOPSYS INC	49,386	$29.39M	0.9%	$432.51	+30.7%	COM	871607107
HLT	HILTON WORLDWIDE HLDGS INC	133,095	$29.04M	0.9%	$136.28	+50.1%	COM	43300A203
CB	CHUBB LIMITED	110,628	$28.22M	0.9%	$192.67	+31.2%	COM	H1467J104
ONC	BEIGENE LTD	192,425	$27.45M	0.8%	$179.76	—	SPONSORED ADR	07725L102
ALNY	ALNYLAM PHARMACEUTICALS INC	109,815	$26.69M	0.8%	$175.11	-9.8%	COM	02043Q107
SHOP	SHOPIFY INC	385,814	$25.48M	0.8%	$58.15	+14.1%	CL A	82509L107
ABT	ABBOTT LABS	244,293	$25.38M	0.8%	$99.78	+3.2%	COM	002824100
LIN	LINDE PLC	57,474	$25.22M	0.8%	$338.37	+27.3%	SHS	G54950103
MSI	MOTOROLA SOLUTIONS INC	63,157	$24.38M	0.7%	$249.65	+42.0%	COM NEW	620076307
NOW	SERVICENOW INC	29,996	$23.6M	0.7%	$100.36	+46.2%	COM	81762P102
SLB	SCHLUMBERGER LTD	494,362	$23.32M	0.7%	$43.33	+6.1%	COM STK	806857108
GE	GE AEROSPACE	145,536	$23.14M	0.7%	$96.20	+64.2%	COM NEW	369604301
FCX	FREEPORT-MCMORAN INC	467,562	$22.72M	0.7%	$39.46	+25.0%	CL B	35671D857
HD	HOME DEPOT INC	63,974	$22.02M	0.7%	$312.59	+4.8%	COM	437076102
TDG	TRANSDIGM GROUP INC	17,226	$22.01M	0.7%	$599.71	+89.5%	COM	893641100
RYAAY	RYANAIR HOLDINGS PLC	185,736	$21.63M	0.7%	$99.37	—	SPONSORED ADS	783513203
AJG	GALLAGHER ARTHUR J & CO	81,903	$21.24M	0.6%	$210.61	+16.1%	COM	363576109
CRM	SALESFORCE INC	79,618	$20.47M	0.6%	$191.88	+38.0%	COM	79466L302
CME	CME GROUP INC	100,883	$19.83M	0.6%	$171.57	+13.6%	COM	12572Q105
AMX	AMERICA MOVIL SAB DE CV	1,153,945	$19.62M	0.6%	$20.57	—	SPON ADS RP CL B	02390A101
IR	INGERSOLL RAND INC	214,976	$19.53M	0.6%	$78.46	+17.0%	COM	45687V106
—	ARISTA NETWORKS INC	55,321	$19.39M	0.6%	$236.04	—	COM	040413106
SHW	SHERWIN WILLIAMS CO	63,742	$19.02M	0.6%	$261.50	+16.7%	COM	824348106
SPGI	S&P GLOBAL INC	41,372	$18.45M	0.6%	$380.06	+11.5%	COM	78409V104
NOC	NORTHROP GRUMMAN CORP	42,294	$18.44M	0.6%	$435.45	+2.0%	COM	666807102
BAC	BANK AMERICA CORP	456,864	$18.17M	0.6%	$34.63	+6.4%	COM	060505104
FDX	FEDEX CORP	60,357	$18.1M	0.6%	$222.52	+13.1%	COM	31428X106
CP	CANADIAN PACIFIC KANSAS CITY	228,218	$17.97M	0.5%	$77.54	+3.8%	COM	13646K108
BX	BLACKSTONE INC	136,050	$16.84M	0.5%	$94.92	+24.1%	COM	09260D107
EA	ELECTRONIC ARTS INC	119,548	$16.66M	0.5%	$126.93	+3.0%	COM	285512109
AON	AON PLC	56,645	$16.63M	0.5%	$274.69	+6.5%	SHS CL A	G0403H108
CVE	CENOVUS ENERGY INC	842,679	$16.56M	0.5%	$17.65	+9.5%	COM	15135U109
DB	DEUTSCHE BANK A G	1,023,505	$16.35M	0.5%	$13.52	+15.9%	NAMEN AKT	D18190898
CPRT	COPART INC	298,716	$16.18M	0.5%	$40.43	+35.0%	COM	217204106
HEI	HEICO CORP NEW	67,544	$15.1M	0.5%	$182.50	+15.7%	COM	422806109
TSM	TAIWAN SEMICONDUCTOR MFG LTD	86,545	$15.04M	0.5%	$109.30	—	SPONSORED ADS	874039100
EFX	EQUIFAX INC	61,297	$14.86M	0.5%	$219.45	+7.4%	COM	294429105
IBN	ICICI BANK LIMITED	515,365	$14.85M	0.5%	$17.97	—	ADR	45104G104
BG	BUNGE GLOBAL SA	138,119	$14.75M	0.5%	$98.18	+1.4%	COM SHS	H11356104
FLUT	FLUTTER ENTMT PLC	79,487	$14.5M	0.4%	$203.33	-5.4%	SHS	G3643J108
ABNB	AIRBNB INC	95,286	$14.45M	0.4%	$124.86	+22.4%	COM CL A	009066101
ZTS	ZOETIS INC	81,391	$14.11M	0.4%	$172.86	-5.5%	CL A	98978V103
ABBV	ABBVIE INC	80,164	$13.75M	0.4%	$150.43	+4.4%	COM	00287Y109
MTD	METTLER TOLEDO INTERNATIONAL	9,622	$13.45M	0.4%	$1288.89	+6.1%	COM	592688105
YUM	YUM BRANDS INC	100,902	$13.37M	0.4%	$114.40	+16.5%	COM	988498101
TRP	TC ENERGY CORP	346,278	$13.13M	0.4%	$35.48	-0.1%	COM	87807B107
QSR	RESTAURANT BRANDS INTL INC	177,724	$12.51M	0.4%	$63.83	+11.9%	COM	76131D103
UNH	UNITEDHEALTH GROUP INC	24,294	$12.37M	0.4%	$422.34	+12.0%	COM	91324P102
GDDY	GODADDY INC	82,998	$11.6M	0.4%	$69.60	+89.6%	CL A	380237107
NET	CLOUDFLARE INC	138,001	$11.43M	0.3%	$66.71	+20.9%	CL A COM	18915M107
MMYT	MAKEMYTRIP LIMITED MAURITIUS	130,189	$10.95M	0.3%	$27.58	+170.8%	SHS	V5633W109
ACGL	ARCH CAP GROUP LTD	106,630	$10.76M	0.3%	$49.63	+86.3%	ORD	G0450A105
MRSH	MARSH & MCLENNAN COS INC	50,926	$10.73M	0.3%	$181.89	+10.1%	COM	571748102
MNST	MONSTER BEVERAGE CORP NEW	210,539	$10.52M	0.3%	$49.81	+6.4%	COM	61174X109
COP	CONOCOPHILLIPS	87,652	$10.03M	0.3%	$84.36	+36.8%	COM	20825C104
AES	AES CORP	554,956	$9.751M	0.3%	$18.14	-3.5%	COM	00130H105
AME	AMETEK INC	57,124	$9.523M	0.3%	$153.15	+11.5%	COM	031100100
AMAT	APPLIED MATLS INC	40,171	$9.48M	0.3%	$127.20	+66.2%	COM	038222105
SRE	SEMPRA	121,551	$9.245M	0.3%	$65.36	+7.1%	COM	816851109
UBER	UBER TECHNOLOGIES INC	124,646	$9.059M	0.3%	$40.32	+72.4%	COM	90353T100
MDLZ	MONDELEZ INTL INC	138,176	$9.042M	0.3%	$59.27	+9.9%	CL A	609207105
BA	BOEING CO	49,617	$9.031M	0.3%	$186.50	-4.4%	COM	097023105
DAL	DELTA AIR LINES INC DEL	188,213	$8.929M	0.3%	$36.27	+34.6%	COM NEW	247361702
KLAC	KLA CORP	10,747	$8.861M	0.3%	$311.54	+133.8%	COM NEW	482480100
EQIX	EQUINIX INC	11,304	$8.553M	0.3%	$560.11	+30.8%	COM	29444U700
CNQ	CANADIAN NAT RES LTD	233,437	$8.313M	0.3%	$31.87	+11.1%	COM	136385101
PFE	PFIZER INC	296,265	$8.289M	0.3%	$35.65	-30.5%	COM	717081103
HTHT	H WORLD GROUP LTD	244,871	$8.159M	0.2%	$37.94	—	SPONSORED ADS	44332N106
CRSP	CRISPR THERAPEUTICS AG	149,393	$8.069M	0.2%	$65.54	-11.7%	NAMEN AKT	H17182108
HWM	HOWMET AEROSPACE INC	103,137	$8.007M	0.2%	$52.33	+44.1%	COM	443201108
DBD	DIEBOLD NIXDORF INC	206,104	$7.931M	0.2%	$18.98	+100.8%	COM SHS	253651202
—	TE CONNECTIVITY LTD	50,301	$7.567M	0.2%	$133.75	—	SHS	H84989104
BAM	BROOKFIELD ASSET MANAGMT LTD	194,946	$7.418M	0.2%	$30.07	+23.9%	CL A LMT VTG SHS	113004105
—	BLACKROCK INC	9,416	$7.413M	0.2%	$799.59	—	COM	09247X101
ON	ON SEMICONDUCTOR CORP	104,483	$7.162M	0.2%	$65.23	+7.6%	COM	682189105
RACE	FERRARI N V	16,946	$6.92M	0.2%	$355.48	+16.9%	COM	N3167Y103
CNI	CANADIAN NATL RY CO	55,591	$6.568M	0.2%	$116.35	+4.1%	COM	136375102
MU	MICRON TECHNOLOGY INC	48,878	$6.429M	0.2%	$83.86	+49.3%	COM	595112103
DELL	DELL TECHNOLOGIES INC	46,533	$6.417M	0.2%	$103.27	+26.5%	CL C	24703L202
TBBB	BBB FOODS INC	262,269	$6.258M	0.2%	$21.46	+9.1%	CL A COM	G0896C103
MCD	MCDONALDS CORP	24,517	$6.248M	0.2%	$260.02	-1.9%	COM	580135101
NKE	NIKE INC	82,769	$6.238M	0.2%	$117.29	-23.5%	CL B	654106103
BSX	BOSTON SCIENTIFIC CORP	80,471	$6.197M	0.2%	$65.81	+11.2%	COM	101137107
ITT	ITT INC	47,933	$6.192M	0.2%	$92.46	+42.0%	COM	45073V108
CMCSA	COMCAST CORP NEW	157,683	$6.175M	0.2%	$36.90	+0.6%	CL A	20030N101
VALE	VALE S A	539,285	$6.024M	0.2%	$14.52	—	SPONSORED ADS	91912E105
GILD	GILEAD SCIENCES INC	85,225	$5.847M	0.2%	$71.41	-11.6%	COM	375558103
GS	GOLDMAN SACHS GROUP INC	12,839	$5.807M	0.2%	$327.52	+29.4%	COM	38141G104
NTES	NETEASE INC	59,325	$5.67M	0.2%	$102.00	—	SPONSORED ADS	64110W102
BN	BROOKFIELD CORP	136,325	$5.663M	0.2%	$23.14	+19.1%	CL A LTD VT SH	11271J107
C	CITIGROUP INC	88,400	$5.61M	0.2%	$47.89	+22.6%	COM NEW	172967424
DG	DOLLAR GEN CORP NEW	41,852	$5.534M	0.2%	$144.45	-6.9%	COM	256677105
DE	DEERE & CO	14,743	$5.508M	0.2%	$380.47	0.0%	COM	244199105
CVX	CHEVRON CORP NEW	34,444	$5.388M	0.2%	$148.44	-0.0%	COM	166764100
ATS	ATS CORPORATION	164,439	$5.321M	0.2%	$40.41	-20.1%	COM	00217Y104
ACN	ACCENTURE PLC IRELAND	17,505	$5.311M	0.2%	$299.34	0.0%	SHS CLASS A	G1151C101
EW	EDWARDS LIFESCIENCES CORP	56,855	$5.252M	0.2%	$87.34	+1.4%	COM	28176E108
GGB	GERDAU SA	1,581,479	$5.219M	0.2%	$4.33	—	SPON ADR REP PFD	373737105
ETN	EATON CORP PLC	16,349	$5.126M	0.2%	$276.56	+14.7%	SHS	G29183103
CHTR	CHARTER COMMUNICATIONS INC N	17,070	$5.103M	0.2%	$327.53	-16.7%	CL A	16119P108
CE	CELANESE CORP DEL	35,911	$4.844M	0.1%	$122.94	+22.5%	COM	150870103
CPNG	COUPANG INC	223,430	$4.681M	0.1%	$22.48	-3.5%	CL A	22266T109
LHX	L3HARRIS TECHNOLOGIES INC	20,823	$4.676M	0.1%	$207.88	+0.6%	COM	502431109
BKR	BAKER HUGHES COMPANY	132,294	$4.653M	0.1%	$25.67	+23.3%	CL A	05722G100
KDP	KEURIG DR PEPPER INC	129,117	$4.313M	0.1%	$30.59	+3.1%	COM	49271V100
KEYS	KEYSIGHT TECHNOLOGIES INC	31,021	$4.242M	0.1%	$149.97	-2.6%	COM	49338L103
STZ	CONSTELLATION BRANDS INC	16,448	$4.232M	0.1%	$230.02	+8.0%	CL A	21036P108
LEGN	LEGEND BIOTECH CORP	93,786	$4.154M	0.1%	$45.66	—	SPONSORED ADS	52490G102
—	WALGREENS BOOTS ALLIANCE INC	334,822	$4.05M	0.1%	$30.38	—	COM	931427108
WMG	WARNER MUSIC GROUP CORP	131,443	$4.029M	0.1%	$29.07	+5.5%	COM CL A	934550203
—	SMARTSHEET INC	90,165	$3.974M	0.1%	$50.11	—	COM CL A	83200N103
CEG	CONSTELLATION ENERGY CORP	19,264	$3.858M	0.1%	$190.85	+5.8%	COM	21037T109
CNP	CENTERPOINT ENERGY INC	123,535	$3.827M	0.1%	$26.61	+6.4%	COM	15189T107
NVO	NOVO-NORDISK A S	26,509	$3.784M	0.1%	$111.36	—	ADR	670100205
LULU	LULULEMON ATHLETICA INC	12,404	$3.705M	0.1%	$361.12	-7.4%	COM	550021109
ADI	ANALOG DEVICES INC	15,659	$3.574M	0.1%	$173.49	+19.7%	COM	032654105
RTX	RTX CORPORATION	34,658	$3.479M	0.1%	$82.48	+21.4%	COM	75513E101
MS	MORGAN STANLEY	34,869	$3.389M	0.1%	$80.00	+13.5%	COM NEW	617446448
VTMX	VESTA REAL ESTATE CORP	112,431	$3.372M	0.1%	$31.18	—	ADS	92540K109
AWI	ARMSTRONG WORLD INDS INC NEW	29,149	$3.301M	0.1%	$72.48	+58.0%	COM	04247X102
GTLS	CHART INDS INC	22,801	$3.291M	0.1%	$160.43	-5.9%	COM	16115Q308
—	DAYFORCE INC	65,411	$3.244M	0.1%	$67.13	-14.9%	COM	15677J108
RRX	REGAL REXNORD CORPORATION	23,972	$3.241M	0.1%	$146.15	+6.4%	COM	758750103
TSCO	TRACTOR SUPPLY CO	11,811	$3.189M	0.1%	$44.38	+17.9%	COM	892356106
WFC	WELLS FARGO CO NEW	51,581	$3.063M	0.1%	$43.04	+32.1%	COM	949746101
CTVA	CORTEVA INC	56,292	$3.036M	0.1%	$56.31	-4.0%	COM	22052L104
CSX	CSX CORP	89,495	$2.994M	0.1%	$29.81	+11.1%	COM	126408103
AZN	ASTRAZENECA PLC	38,011	$2.964M	0.1%	$57.85	—	SPONSORED ADR	046353108
EIX	EDISON INTL	40,196	$2.886M	0.1%	$56.47	+18.9%	COM	281020107
VLTO	VERALTO CORP	29,045	$2.773M	0.1%	$74.59	+27.3%	COM SHS	92338C103
GRFS	GRIFOLS S A	437,279	$2.757M	0.1%	$10.87	—	SP ADR REP B NVT	398438408
BORR	BORR DRILLING LTD	405,359	$2.615M	0.1%	$6.06	-6.4%	SHS	G1466R173
NICE	NICE LTD	13,738	$2.363M	0.1%	$240.41	—	SPONSORED ADR	653656108
GIS	GENERAL MLS INC	37,052	$2.344M	0.1%	$55.34	+16.4%	COM	370334104
BMY	BRISTOL-MYERS SQUIBB CO	56,137	$2.331M	0.1%	$58.29	-29.6%	COM	110122108
HON	HONEYWELL INTL INC	10,872	$2.322M	0.1%	$156.16	+17.7%	COM	438516106
PNC	PNC FINL SVCS GROUP INC	14,866	$2.311M	0.1%	$127.32	+15.1%	COM	693475105
CMS	CMS ENERGY CORP	36,793	$2.19M	0.1%	$53.03	+8.6%	COM	125896100
BIRK	BIRKENSTOCK HOLDING PLC	39,710	$2.161M	0.1%	$43.74	+13.3%	COM SHS	M2029K104
TTWO	TAKE-TWO INTERACTIVE SOFTWAR	13,821	$2.149M	0.1%	$112.59	+34.7%	COM	874054109
MSCI	MSCI INC	4,374	$2.107M	0.1%	$511.54	-4.9%	COM	55354G100
STT	STATE STR CORP	28,442	$2.105M	0.1%	$75.97	-7.2%	COM	857477103
BNTX	BIONTECH SE	25,954	$2.086M	0.1%	$122.63	—	SPONSORED ADS	09075V102
WDAY	WORKDAY INC	9,212	$2.059M	0.1%	$226.86	+6.1%	CL A	98138H101
JNJ	JOHNSON & JOHNSON	13,334	$1.949M	0.1%	$148.89	-5.0%	COM	478160104
ZTO	ZTO EXPRESS CAYMAN INC	93,060	$1.931M	0.1%	$22.97	—	SPONSORED ADS A	98980A105
UBS	UBS GROUP AG	65,445	$1.924M	0.1%	$24.69	+20.4%	SHS	H42097107
CHDN	CHURCHILL DOWNS INC	13,778	$1.923M	0.1%	$121.33	+7.5%	COM	171484108
WCN	WASTE CONNECTIONS INC	10,445	$1.832M	0.1%	$130.65	+26.8%	COM	94106B101
TXN	TEXAS INSTRS INC	9,266	$1.803M	0.1%	$149.63	+17.7%	COM	882508104
MRK	MERCK & CO INC	14,553	$1.802M	0.1%	$120.89	+0.7%	COM	58933Y105
MAR	MARRIOTT INTL INC NEW	7,438	$1.798M	0.1%	$237.69	-0.7%	CL A	571903202
GRAB	GRAB HOLDINGS LIMITED	506,151	$1.797M	0.1%	$4.73	-25.8%	CLASS A ORD	G4124C109
ETR	ENTERGY CORP NEW	16,545	$1.77M	0.1%	$51.32	0.0%	COM	29364G103
TMUS	T-MOBILE US INC	9,920	$1.748M	0.1%	$163.58	0.0%	COM	872590104
HEI/A	HEICO CORP NEW	9,341	$1.658M	0.1%	$132.91	+26.8%	CL A	422806208
EPAM	EPAM SYS INC	8,715	$1.639M	0.1%	$285.43	-25.3%	COM	29414B104
AXON	AXON ENTERPRISE INC	5,526	$1.626M	0.0%	$191.84	+55.6%	COM	05464C101
UAL	UNITED AIRLS HLDGS INC	33,334	$1.622M	0.0%	$47.65	+5.6%	COM	910047109
GLOB	GLOBANT S A	8,948	$1.595M	0.0%	$198.09	-11.0%	COM	L44385109
TOST	TOAST INC	61,332	$1.581M	0.0%	$21.34	+13.3%	CL A	888787108
HAL	HALLIBURTON CO	44,728	$1.511M	0.0%	$34.76	+1.6%	COM	406216101
AMGN	AMGEN INC	4,560	$1.425M	0.0%	$279.32	0.0%	COM	031162100
—	QIAGEN NV	34,374	$1.42M	0.0%	$42.80	—	SHS NEW	N72482149
PAX	PATRIA INVESTMENTS LIMITED	116,323	$1.403M	0.0%	$13.84	-13.0%	COM CL A	G69451105
—	BARRICK GOLD CORP	80,670	$1.346M	0.0%	$18.01	—	COM	067901108
LECO	LINCOLN ELEC HLDGS INC	6,936	$1.308M	0.0%	$199.75	+8.7%	COM	533900106
STLA	STELLANTIS N.V	65,755	$1.293M	0.0%	$27.67	—	SHS	N82405106
TGT	TARGET CORP	8,624	$1.277M	0.0%	$145.18	+1.9%	COM	87612E106
—	EQUITRANS MIDSTREAM CORP	97,787	$1.269M	0.0%	$12.98	—	COM	294600101
TFII	TFI INTL INC	8,717	$1.266M	0.0%	$116.49	+21.2%	COM	87241L109
RVTY	REVVITY INC	11,808	$1.238M	0.0%	$117.32	-9.9%	COM	714046109
—	WOLFSPEED INC	53,227	$1.211M	0.0%	$92.27	—	COM	977852102
—	SANDSTORM GOLD LTD	219,325	$1.193M	0.0%	$7.19	—	COM NEW	80013R206
ULS	UL SOLUTIONS INC	28,022	$1.182M	0.0%	$37.86	0.0%	CLASS A COM SHS	903731107
MO	ALTRIA GROUP INC	25,615	$1.167M	0.0%	$37.32	+4.8%	COM	02209S103
CX	CEMEX SAB DE CV	174,350	$1.114M	0.0%	$6.02	—	SPON ADR NEW	151290889
HDB	HDFC BANK LTD	17,272	$1.111M	0.0%	$65.47	—	SPONSORED ADS	40415F101
WELL	WELLTOWER INC	10,457	$1.09M	0.0%	$95.03	0.0%	COM	95040Q104
CVS	CVS HEALTH CORP	17,632	$1.041M	0.0%	$67.51	-13.3%	COM	126650100
XOM	EXXON MOBIL CORP	8,959	$1.031M	0.0%	$105.97	+3.9%	COM	30231G102
FISV	FISERV INC	6,645	$990K	0.0%	$148.82	+1.7%	COM	337738108
KOS	KOSMOS ENERGY LTD	169,165	$937K	0.0%	$5.83	0.0%	COM	500688106
GEV	GE VERNOVA INC	5,447	$934K	0.0%	$158.10	0.0%	COM	36828A101
EXR	EXTRA SPACE STORAGE INC	5,881	$914K	0.0%	$134.93	+0.4%	COM	30225T102
WPM	WHEATON PRECIOUS METALS CORP	17,050	$894K	0.0%	$49.02	+7.9%	COM	962879102
JKHY	HENRY JACK & ASSOC INC	5,344	$887K	0.0%	$160.56	+1.2%	COM	426281101
ADBE	ADOBE INC	1,574	$874K	0.0%	$482.20	+0.4%	COM	00724F101
GLNG	GOLAR LNG LTD	27,717	$869K	0.0%	$22.65	+11.3%	SHS	G9456A100
DRI	DARDEN RESTAURANTS INC	5,742	$869K	0.0%	$150.74	-3.9%	COM	237194105
CG	CARLYLE GROUP INC	20,201	$811K	0.0%	$40.85	+0.3%	COM	14316J108
PCG	PG&E CORP	41,504	$725K	0.0%	$17.08	+2.0%	COM	69331C108
LUV	SOUTHWEST AIRLS CO	24,950	$714K	0.0%	$28.34	-5.3%	COM	844741108
KKR	KKR & CO INC	6,780	$714K	0.0%	$100.87	0.0%	COM	48251W104
NU	NU HLDGS LTD	54,103	$697K	0.0%	$11.64	0.0%	ORD SHS CL A	G6683N103
APO	APOLLO GLOBAL MGMT INC	5,865	$692K	0.0%	$107.14	+3.5%	COM	03769M106
UNP	UNION PAC CORP	3,008	$681K	0.0%	$230.28	-2.1%	COM	907818108
—	LAM RESEARCH CORP	633	$674K	0.0%	$767.82	—	COM	512807108
EOG	EOG RES INC	5,336	$672K	0.0%	$117.46	+4.0%	COM	26875P101
—	DISCOVER FINL SVCS	4,832	$632K	0.0%	$130.81	—	COM	254709108
FNV	FRANCO NEV CORP	5,316	$630K	0.0%	$119.91	0.0%	COM	351858105
MOH	MOLINA HEALTHCARE INC	2,087	$620K	0.0%	$344.05	-1.3%	COM	60855R100
RGLD	ROYAL GOLD INC	4,867	$609K	0.0%	$119.24	+4.7%	COM	780287108
NSC	NORFOLK SOUTHN CORP	2,791	$599K	0.0%	$218.98	+2.4%	COM	655844108
DHI	D R HORTON INC	4,248	$599K	0.0%	$145.73	-0.8%	COM	23331A109
GM	GENERAL MTRS CO	12,824	$596K	0.0%	$44.23	+0.4%	COM	37045V100
PWR	QUANTA SVCS INC	2,248	$571K	0.0%	$243.01	+8.8%	COM	74762E102
ARMK	ARAMARK	16,548	$563K	0.0%	$30.46	+4.3%	COM	03852U106
VICI	VICI PPTYS INC	19,239	$551K	0.0%	$26.06	0.0%	COM	925652109
ORCL	ORACLE CORP	3,876	$547K	0.0%	$114.05	+7.2%	COM	68389X105
MRNA	MODERNA INC	4,431	$526K	0.0%	$145.27	-12.9%	COM	60770K107
OWL	BLUE OWL CAPITAL INC	27,377	$486K	0.0%	$17.69	+3.7%	COM CL A	09581B103
PGR	PROGRESSIVE CORP	1,914	$398K	0.0%	$192.70	0.0%	COM	743315103
TJX	TJX COS INC NEW	3,525	$388K	0.0%	$98.66	0.0%	COM	872540109
PAYX	PAYCHEX INC	3,211	$381K	0.0%	$116.34	0.0%	COM	704326107
MOD	MODINE MFG CO	3,795	$380K	0.0%	$41.93	+129.0%	COM	607828100
BUD	ANHEUSER BUSCH INBEV SA/NV	6,459	$376K	0.0%	$55.30	—	SPONSORED ADR	03524A108
COF	CAPITAL ONE FINL CORP	2,703	$374K	0.0%	$132.58	+3.5%	COM	14040H105
SPOT	SPOTIFY TECHNOLOGY S A	1,176	$369K	0.0%	$174.62	+72.4%	SHS	L8681T102
DIS	DISNEY WALT CO	3,615	$359K	0.0%	$104.02	+1.4%	COM	254687106
CI	THE CIGNA GROUP	1,078	$356K	0.0%	$334.20	0.0%	COM	125523100
PG	PROCTER AND GAMBLE CO	2,134	$352K	0.0%	$157.20	0.0%	COM	742718109
G	GENPACT LIMITED	10,726	$345K	0.0%	$40.81	-22.7%	SHS	G3922B107
URI	UNITED RENTALS INC	497	$321K	0.0%	$655.29	0.0%	COM	911363109
CCI	CROWN CASTLE INC	3,268	$319K	0.0%	$95.35	-5.9%	COM	22822V101
AXP	AMERICAN EXPRESS CO	1,375	$318K	0.0%	$227.31	0.0%	COM	025816109
FITB	FIFTH THIRD BANCORP	8,252	$301K	0.0%	$32.76	+4.7%	COM	316773100
FE	FIRSTENERGY CORP	7,729	$296K	0.0%	$36.32	0.0%	COM	337932107
NCLH	NORWEGIAN CRUISE LINE HLDG L	15,479	$291K	0.0%	$17.55	0.0%	SHS	G66721104
RSG	REPUBLIC SVCS INC	1,456	$283K	0.0%	$185.14	0.0%	COM	760759100
ELV	ELEVANCE HEALTH INC	517	$280K	0.0%	$513.68	0.0%	COM	036752103
INTC	INTEL CORP	8,595	$266K	0.0%	$37.19	-12.6%	COM	458140100
VZ	VERIZON COMMUNICATIONS INC	6,409	$264K	0.0%	$36.47	0.0%	COM	92343V104
EWBC	EAST WEST BANCORP INC	3,537	$259K	0.0%	$70.78	0.0%	COM	27579R104
EQT	EQT CORP	6,678	$247K	0.0%	$38.30	0.0%	COM	26884L109
LII	LENNOX INTL INC	454	$243K	0.0%	$484.91	0.0%	COM	526107107
T	AT&T INC	11,240	$215K	0.0%	$16.16	0.0%	COM	00206R102
UPS	UNITED PARCEL SERVICE INC	1,509	$207K	0.0%	$129.99	0.0%	CL B	911312106
NUE	NUCOR CORP	1,270	$201K	0.0%	$168.96	0.0%	COM	670346105