Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
META	META PLATFORMS INC	441,125	$326M	6.3%	$371.60	+65.9%	CL A	30303M102
MSFT	MICROSOFT CORP	618,958	$308M	5.9%	$300.57	+43.9%	COM	594918104
AVGO	BROADCOM INC	995,287	$274M	5.3%	$148.61	+45.3%	COM	11135F101
TSLA	TESLA INC	471,153	$150M	2.9%	$262.83	+14.6%	COM	88160R101
NFLX	NETFLIX INC	110,443	$148M	2.8%	$53.74	+110.4%	COM	64110L106
NVDA	NVIDIA CORPORATION	899,261	$142M	2.7%	$104.28	+20.7%	COM	67066G104
JPM	JPMORGAN CHASE & CO.	349,587	$101M	1.9%	$152.54	+65.6%	COM	46625H100
PM	PHILIP MORRIS INTL INC	551,583	$100M	1.9%	$89.40	+87.2%	COM	718172109
VRTX	VERTEX PHARMACEUTICALS INC	223,389	$99.45M	1.9%	$380.47	+21.1%	COM	92532F100
LLY	ELI LILLY & CO	126,431	$98.56M	1.9%	$451.30	+71.4%	COM	532457108
RCL	ROYAL CARIBBEAN GROUP	289,666	$90.71M	1.7%	$114.82	+105.7%	COM	V7780T103
AMZN	AMAZON COM INC	409,723	$89.89M	1.7%	$178.25	+11.0%	COM	023135106
GOOG	ALPHABET INC	451,174	$80.03M	1.5%	$133.31	+23.7%	CAP STK CL C	02079K107
SHOP	SHOPIFY INC	651,320	$75.13M	1.4%	$69.80	+43.3%	CL A SUB VTG SHS	82509L107
V	VISA INC	193,565	$68.73M	1.3%	$248.55	+39.6%	COM CL A	92826C839
MELI	MERCADOLIBRE INC	25,148	$65.73M	1.3%	$1376.29	+69.7%	COM	58733R102
GOOGL	ALPHABET INC	360,350	$63.5M	1.2%	$119.15	+37.1%	CAP STK CL A	02079K305
BKNG	BOOKING HOLDINGS INC	10,829	$62.69M	1.2%	$2719.91	+87.3%	COM	09857L108
GE	GE AEROSPACE	239,157	$61.56M	1.2%	$135.40	+61.4%	COM NEW	369604301
COST	COSTCO WHSL CORP NEW	62,002	$61.38M	1.2%	$590.75	+67.7%	COM	22160K105
MA	MASTERCARD INCORPORATED	103,380	$58.09M	1.1%	$408.41	+35.0%	CL A	57636Q104
CARR	CARRIER GLOBAL CORPORATION	792,296	$57.99M	1.1%	$48.83	+37.9%	COM	14448C104
ISRG	INTUITIVE SURGICAL INC	100,812	$54.78M	1.1%	$360.13	+45.2%	COM NEW	46120E602
NET	CLOUDFLARE INC	242,036	$47.4M	0.9%	$87.79	+65.4%	CL A COM	18915M107
CB	CHUBB LIMITED	160,395	$46.47M	0.9%	$219.07	+31.0%	COM	H1467J104
SNPS	SYNOPSYS INC	89,592	$45.93M	0.9%	$462.57	+0.7%	COM	871607107
ASML	ASML HOLDING N V	55,375	$44.38M	0.9%	$719.23	—	N Y REGISTRY SHS	N07059210
DB	DEUTSCHE BANK A G	1,471,702	$43.5M	0.8%	$14.88	+74.8%	NAMEN AKT	D18190898
AAPL	APPLE INC	208,974	$42.88M	0.8%	$181.12	+11.2%	COM	037833100
ALNY	ALNYLAM PHARMACEUTICALS INC	128,286	$41.83M	0.8%	$198.91	+39.1%	COM	02043Q107
SBUX	STARBUCKS CORP	455,911	$41.78M	0.8%	$90.66	-6.0%	COM	855244109
LIN	LINDE PLC	88,620	$41.58M	0.8%	$376.05	+20.3%	SHS	G54950103
ABT	ABBOTT LABS	295,735	$40.22M	0.8%	$103.38	+26.3%	COM	002824100
TCOM	TRIP COM GROUP LTD	679,234	$39.83M	0.8%	$35.68	—	ADS	89677Q107
RBLX	ROBLOX CORP	373,075	$39.25M	0.8%	$68.82	+14.1%	CL A	771049103
NOW	SERVICENOW INC	37,944	$39.01M	0.7%	$117.93	+60.0%	COM	81762P102
RYAAY	RYANAIR HOLDINGS PLC	673,735	$38.85M	0.7%	$59.02	—	SPONSORED ADR	783513203
TMO	THERMO FISHER SCIENTIFIC INC	94,529	$38.33M	0.7%	$550.17	-24.2%	COM	883556102
NOC	NORTHROP GRUMMAN CORP	75,351	$37.67M	0.7%	$454.03	+7.1%	COM	666807102
KLAC	KLA CORP	41,659	$37.32M	0.7%	$690.93	+8.3%	COM NEW	482480100
BSX	BOSTON SCIENTIFIC CORP	336,632	$36.16M	0.7%	$83.67	+20.9%	COM	101137107
TSM	TAIWAN SEMICONDUCTOR MFG LTD	157,668	$35.71M	0.7%	$140.50	—	SPONSORED ADS	874039100
TDG	TRANSDIGM GROUP INC	23,427	$35.62M	0.7%	$768.20	+71.1%	COM	893641100
HLT	HILTON WORLDWIDE HLDGS INC	127,249	$33.89M	0.7%	$153.47	+54.9%	COM	43300A203
BAC	BANK AMERICA CORP	711,100	$33.65M	0.6%	$38.02	+9.0%	COM	060505104
FLUT	FLUTTER ENTMT PLC	117,395	$33.54M	0.6%	$220.28	+11.4%	SHS	G3643J108
CRM	SALESFORCE INC	122,366	$33.37M	0.6%	$220.86	+20.5%	COM	79466L302
ONC	BEONE MEDICINES LTD	133,924	$32.42M	0.6%	$179.76	—	SPONSORED ADS	07725L102
AJG	GALLAGHER ARTHUR J & CO	99,357	$31.81M	0.6%	$224.15	+46.1%	COM	363576109
C	CITIGROUP INC	356,556	$30.35M	0.6%	$62.68	+13.6%	COM NEW	172967424
CTVA	CORTEVA INC	392,244	$29.23M	0.6%	$59.99	+10.3%	COM	22052L104
IR	INGERSOLL RAND INC	351,321	$29.22M	0.6%	$82.18	-4.2%	COM	45687V106
HEI	HEICO CORP NEW	87,136	$28.58M	0.5%	$198.38	+39.5%	COM	422806109
AON	AON PLC	79,262	$28.28M	0.5%	$298.81	+20.9%	SHS CL A	G0403H108
REGN	REGENERON PHARMACEUTICALS	53,819	$28.25M	0.5%	$802.28	-30.7%	COM	75886F107
EA	ELECTRONIC ARTS INC	175,653	$28.05M	0.5%	$132.22	+11.5%	COM	285512109
SHW	SHERWIN WILLIAMS CO	81,403	$27.95M	0.5%	$283.24	+21.6%	COM	824348106
HON	HONEYWELL INTL INC	119,090	$27.73M	0.5%	$197.17	+1.3%	COM	438516106
MU	MICRON TECHNOLOGY INC	219,425	$27.04M	0.5%	$93.09	+0.1%	COM	595112103
NKE	NIKE INC	369,202	$26.23M	0.5%	$83.71	-29.4%	CL B	654106103
FCX	FREEPORT-MCMORAN INC	555,598	$24.09M	0.5%	$40.00	-5.8%	CL B	35671D857
HWM	HOWMET AEROSPACE INC	126,090	$23.47M	0.5%	$64.09	+139.7%	COM	443201108
DHR	DANAHER CORPORATION	115,537	$22.82M	0.4%	$212.14	-9.0%	COM	235851102
AMX	AMERICA MOVIL SAB DE CV	1,270,504	$22.79M	0.4%	$20.15	—	SPON ADS RP CL B	02390A101
GEV	GE VERNOVA INC	41,767	$22.1M	0.4%	$221.85	+87.5%	COM	36828A101
AMGN	AMGEN INC	79,068	$22.08M	0.4%	$285.66	-2.8%	COM	031162100
QSR	RESTAURANT BRANDS INTL INC	330,643	$21.92M	0.4%	$65.34	+2.2%	COM	76131D103
CPRT	COPART INC	440,829	$21.63M	0.4%	$45.11	+24.1%	COM	217204106
SPGI	S&P GLOBAL INC	40,062	$21.12M	0.4%	$416.08	+19.4%	COM	78409V104
CME	CME GROUP INC	74,590	$20.56M	0.4%	$181.53	+47.9%	COM	12572Q105
BA	BOEING CO	96,619	$20.24M	0.4%	$174.86	+8.0%	COM	097023105
MSI	MOTOROLA SOLUTIONS INC	47,044	$19.78M	0.4%	$249.65	+66.3%	COM NEW	620076307
PLTR	PALANTIR TECHNOLOGIES INC	144,002	$19.63M	0.4%	$66.74	+75.7%	CL A	69608A108
CVE	CENOVUS ENERGY INC	1,407,816	$19.12M	0.4%	$17.13	-24.8%	COM	15135U109
HD	HOME DEPOT INC	49,415	$18.12M	0.3%	$319.89	+11.3%	COM	437076102
MDLZ	MONDELEZ INTL INC	243,040	$16.39M	0.3%	$60.70	+7.3%	CL A	609207105
BX	BLACKSTONE INC	107,611	$16.1M	0.3%	$104.16	+29.7%	COM	09260D107
MCD	MCDONALDS CORP	54,506	$15.93M	0.3%	$271.06	+12.0%	COM	580135101
MTD	METTLER TOLEDO INTERNATIONAL	13,484	$15.84M	0.3%	$1286.11	-13.1%	COM	592688105
RACE	FERRARI N V	32,265	$15.77M	0.3%	$400.58	+16.0%	COM	N3167Y103
IBN	ICICI BANK LIMITED	459,480	$15.46M	0.3%	$20.71	—	ADR	45104G104
BN	BROOKFIELD CORP	246,571	$15.25M	0.3%	$28.96	+27.5%	CL A LTD VT SH	11271J107
MNST	MONSTER BEVERAGE CORP NEW	229,452	$14.37M	0.3%	$50.21	+21.7%	COM	61174X109
BAM	BROOKFIELD ASSET MANAGMT LTD	259,349	$14.34M	0.3%	$34.43	+52.7%	CL A LMT VTG SHS	113004105
MRSH	MARSH & MCLENNAN COS INC	65,359	$14.29M	0.3%	$190.26	+17.3%	COM	571748102
SRE	SEMPRA	186,539	$14.13M	0.3%	$71.58	+1.4%	COM	816851109
TEAM	ATLASSIAN CORPORATION	65,442	$13.29M	0.3%	$170.29	+22.3%	CL A	049468101
GS	GOLDMAN SACHS GROUP INC	18,034	$12.76M	0.2%	$384.08	+48.9%	COM	38141G104
CEG	CONSTELLATION ENERGY CORP	38,590	$12.46M	0.2%	$223.38	+18.1%	COM	21037T109
BG	BUNGE GLOBAL SA	147,954	$11.88M	0.2%	$88.19	-12.6%	COM SHS	H11356104
SLB	SCHLUMBERGER LTD	350,555	$11.85M	0.2%	$42.59	-20.3%	COM STK	806857108
TRP	TC ENERGY CORP	240,450	$11.72M	0.2%	$35.60	+36.2%	COM	87807B107
RPRX	ROYALTY PHARMA PLC	324,683	$11.7M	0.2%	$33.13	0.0%	SHS CLASS A	G7709Q104
YUM	YUM BRANDS INC	76,740	$11.37M	0.2%	$116.84	+23.4%	COM	988498101
SPOT	SPOTIFY TECHNOLOGY S A	14,775	$11.34M	0.2%	$536.98	+19.5%	SHS	L8681T102
DE	DEERE & CO	21,356	$10.86M	0.2%	$391.89	+23.7%	COM	244199105
UNH	UNITEDHEALTH GROUP INC	34,597	$10.79M	0.2%	$458.36	-18.2%	COM	91324P102
WYNN	WYNN RESORTS LTD	111,436	$10.44M	0.2%	$84.54	-0.2%	COM	983134107
DBD	DIEBOLD NIXDORF INC	186,262	$10.32M	0.2%	$18.98	+147.1%	COM SHS	253651202
ITT	ITT INC	65,271	$10.24M	0.2%	$105.82	+34.6%	COM	45073V108
ULS	UL SOLUTIONS INC	138,950	$10.12M	0.2%	$47.34	+38.3%	CLASS A COM SHS	903731107
EL	LAUDER ESTEE COS INC	125,052	$10.1M	0.2%	$64.17	-0.8%	CL A	518439104
LHX	L3HARRIS TECHNOLOGIES INC	40,220	$10.09M	0.2%	$210.28	+8.0%	COM	502431109
EFX	EQUIFAX INC	38,471	$9.978M	0.2%	$224.30	+12.8%	COM	294429105
COP	CONOCOPHILLIPS	111,001	$9.961M	0.2%	$87.50	+0.6%	COM	20825C104
ACGL	ARCH CAP GROUP LTD	106,947	$9.738M	0.2%	$67.51	+36.7%	ORD	G0450A105
PFE	PFIZER INC	393,584	$9.54M	0.2%	$33.15	-32.6%	COM	717081103
KEYS	KEYSIGHT TECHNOLOGIES INC	56,992	$9.339M	0.2%	$151.53	+0.6%	COM	49338L103
ILMN	ILLUMINA INC	96,697	$9.226M	0.2%	$130.05	-37.6%	COM	452327109
CNI	CANADIAN NATL RY CO	88,381	$9.194M	0.2%	$113.49	-11.4%	COM	136375102
DUOL	DUOLINGO INC	21,994	$9.018M	0.2%	$371.17	+18.2%	CL A COM	26603R106
MSTR	MICROSTRATEGY INC	22,203	$8.975M	0.2%	$302.87	+20.3%	CL A NEW	594972408
MAR	MARRIOTT INTL INC NEW	32,789	$8.958M	0.2%	$235.61	+5.8%	CL A	571903202
CNQ	CANADIAN NAT RES LTD	284,724	$8.931M	0.2%	$32.29	-7.1%	COM	136385101
—	SANDSTORM GOLD LTD	867,413	$8.154M	0.2%	$7.22	—	COM NEW	80013R206
KKR	KKR & CO INC	60,553	$8.055M	0.2%	$120.87	-3.5%	COM	48251W104
DAL	DELTA AIR LINES INC DEL	161,014	$7.919M	0.2%	$44.04	+3.5%	COM NEW	247361702
COO	COOPER COS INC	109,065	$7.761M	0.1%	$87.65	-12.7%	COM	216648501
ABBV	ABBVIE INC	41,565	$7.715M	0.1%	$151.67	+20.4%	COM	00287Y109
BRK/B	BERKSHIRE HATHAWAY INC DEL	15,752	$7.652M	0.1%	$507.86	0.0%	CL B NEW	084670702
PH	PARKER-HANNIFIN CORP	10,853	$7.58M	0.1%	$640.31	-1.9%	COM	701094104
BMY	BRISTOL-MYERS SQUIBB CO	161,723	$7.486M	0.1%	$51.63	-8.6%	COM	110122108
ON	ON SEMICONDUCTOR CORP	142,241	$7.455M	0.1%	$64.61	-32.7%	COM	682189105
MS	MORGAN STANLEY	52,837	$7.443M	0.1%	$91.52	+32.2%	COM NEW	617446448
ALGN	ALIGN TECHNOLOGY INC	38,463	$7.282M	0.1%	$176.66	0.0%	COM	016255101
XPO	XPO INC	56,814	$7.175M	0.1%	$122.50	-8.4%	COM	983793100
CHTR	CHARTER COMMUNICATIONS INC N	16,904	$6.911M	0.1%	$339.38	+12.8%	CL A	16119P108
ARM	ARM HOLDINGS PLC	41,290	$6.678M	0.1%	$109.95	—	SPONSORED ADS	042068205
FTAI	FTAI AVIATION LTD	58,032	$6.676M	0.1%	$115.85	-4.0%	SHS	G3730V105
—	DAYFORCE INC	117,256	$6.495M	0.1%	$66.14	-13.6%	COM	15677J108
RTX	RTX CORPORATION	43,710	$6.383M	0.1%	$96.77	+36.2%	COM	75513E101
CNP	CENTERPOINT ENERGY INC	163,987	$6.025M	0.1%	$28.15	+29.8%	COM	15189T107
COF	CAPITAL ONE FINL CORP	27,296	$5.807M	0.1%	$176.55	+4.8%	COM	14040H105
GRFS	GRIFOLS S A	629,364	$5.689M	0.1%	$10.09	—	SP ADR REP B NVT	398438408
WELL	WELLTOWER INC	36,932	$5.678M	0.1%	$122.79	+20.4%	COM	95040Q104
SE	SEA LTD	34,821	$5.569M	0.1%	$112.98	—	SPONSORD ADS	81141R100
AEM	AGNICO EAGLE MINES LTD	44,691	$5.314M	0.1%	$115.22	0.0%	COM	008474108
KDP	KEURIG DR PEPPER INC	158,477	$5.239M	0.1%	$31.13	+6.1%	COM	49271V100
WPM	WHEATON PRECIOUS METALS CORP	58,307	$5.236M	0.1%	$59.85	+40.5%	COM	962879102
URI	UNITED RENTALS INC	6,878	$5.182M	0.1%	$719.50	-7.5%	COM	911363109
VALE	VALE S A	532,648	$5.172M	0.1%	$13.48	—	SPONSORED ADS	91912E105
CVX	CHEVRON CORP NEW	35,337	$5.06M	0.1%	$147.90	-7.4%	COM	166764100
CVS	CVS HEALTH CORP	72,602	$5.008M	0.1%	$58.67	+9.4%	COM	126650100
CPNG	COUPANG INC	163,172	$4.889M	0.1%	$22.83	+12.2%	CL A	22266T109
ASND	ASCENDIS PHARMA A/S	28,161	$4.861M	0.1%	$142.13	—	SPONSORED ADR	04351P101
CMCSA	COMCAST CORP NEW	132,849	$4.741M	0.1%	$37.13	-8.7%	CL A	20030N101
MMM	3M CO	30,903	$4.705M	0.1%	$143.49	-1.6%	COM	88579Y101
CRH	CRH PLC	50,007	$4.591M	0.1%	$91.00	0.0%	ORD	G25508105
ATO	ATMOS ENERGY CORP	29,499	$4.546M	0.1%	$140.67	+8.8%	COM	049560105
ARMK	ARAMARK	108,036	$4.523M	0.1%	$35.50	+3.5%	COM	03852U106
ACN	ACCENTURE PLC IRELAND	15,043	$4.496M	0.1%	$302.39	+0.2%	SHS CLASS A	G1151C101
CRSP	CRISPR THERAPEUTICS AG	91,517	$4.451M	0.1%	$62.26	-37.8%	NAMEN AKT	H17182108
GILD	GILEAD SCIENCES INC	38,945	$4.318M	0.1%	$72.84	+43.3%	COM	375558103
XOM	EXXON MOBIL CORP	40,026	$4.315M	0.1%	$106.84	-2.2%	COM	30231G102
STZ	CONSTELLATION BRANDS INC	24,939	$4.057M	0.1%	$208.15	-15.1%	CL A	21036P108
EOG	EOG RES INC	33,160	$3.966M	0.1%	$121.53	-7.8%	COM	26875P101
FISV	FISERV INC	21,975	$3.789M	0.1%	$184.18	-1.5%	COM	337738108
EPAM	EPAM SYS INC	21,165	$3.742M	0.1%	$234.83	-28.8%	COM	29414B104
MMYT	MAKEMYTRIP LIMITED MAURITIUS	37,724	$3.698M	0.1%	$38.21	+164.0%	SHS	V5633W109
TBBB	BBB FOODS INC	127,322	$3.534M	0.1%	$23.03	+22.2%	CL A COM	G0896C103
PAYX	PAYCHEX INC	23,990	$3.49M	0.1%	$137.78	+7.1%	COM	704326107
FNV	FRANCO NEV CORP	20,800	$3.408M	0.1%	$129.10	+28.0%	COM	351858105
AMAT	APPLIED MATLS INC	18,446	$3.377M	0.1%	$157.41	+0.0%	COM	038222105
TMUS	T-MOBILE US INC	14,171	$3.376M	0.1%	$207.29	+16.5%	COM	872590104
CM	CANADIAN IMPERIAL BK COMM	47,628	$3.374M	0.1%	$61.71	+3.3%	COM	136069101
IBM	INTERNATIONAL BUSINESS MACHS	11,311	$3.334M	0.1%	$231.30	+9.7%	COM	459200101
AME	AMETEK INC	18,191	$3.292M	0.1%	$155.15	+10.4%	COM	031100100
PWR	QUANTA SVCS INC	8,577	$3.243M	0.1%	$277.59	+15.6%	COM	74762E102
AES	AES CORP	305,779	$3.217M	0.1%	$18.06	-42.6%	COM	00130H105
ZBH	ZIMMER BIOMET HOLDINGS INC	34,648	$3.16M	0.1%	$95.97	0.0%	COM	98956P102
PGR	PROGRESSIVE CORP	11,743	$3.134M	0.1%	$237.71	+8.3%	COM	743315103
SOBO	SOUTH BOW CORP	120,309	$3.119M	0.1%	$23.68	+5.4%	COM	83671M105
NVO	NOVO-NORDISK A S	44,444	$3.068M	0.1%	$99.46	—	ADR	670100205
RGLD	ROYAL GOLD INC	16,920	$3.009M	0.1%	$149.36	+18.5%	COM	780287108
ORCL	ORACLE CORP	13,700	$2.995M	0.1%	$149.62	+7.5%	COM	68389X105
PDD	PDD HOLDINGS INC	28,156	$2.947M	0.1%	$107.75	—	SPONSORED ADS	722304102
HSY	HERSHEY CO	17,456	$2.897M	0.1%	$173.53	-6.9%	COM	427866108
GLOB	GLOBANT S A	31,696	$2.879M	0.1%	$161.71	-34.0%	COM	L44385109
BKR	BAKER HUGHES COMPANY	74,862	$2.87M	0.1%	$36.10	+3.2%	CL A	05722G100
EQT	EQT CORP	49,119	$2.865M	0.1%	$41.55	+28.9%	COM	26884L109
FDX	FEDEX CORP	12,466	$2.834M	0.1%	$223.51	-3.7%	COM	31428X106
INTC	INTEL CORP	126,483	$2.833M	0.1%	$22.97	-9.8%	COM	458140100
APO	APOLLO GLOBAL MGMT INC	19,503	$2.767M	0.1%	$131.30	+0.1%	COM	03769M106
TRU	TRANSUNION	29,539	$2.599M	0.0%	$92.69	-10.3%	COM	89400J107
KT	KT CORP	123,122	$2.558M	0.0%	$18.60	—	SPONSORED ADR	48268K101
LII	LENNOX INTL INC	4,421	$2.534M	0.0%	$584.81	-5.1%	COM	526107107
AXP	AMERICAN EXPRESS CO	7,760	$2.475M	0.0%	$270.70	+3.2%	COM	025816109
GGB	GERDAU SA	845,688	$2.469M	0.0%	$4.26	—	SPON ADR REP PFD	373737105
TSCO	TRACTOR SUPPLY CO	46,496	$2.454M	0.0%	$53.25	-5.0%	COM	892356106
AXON	AXON ENTERPRISE INC	2,955	$2.447M	0.0%	$191.84	+254.7%	COM	05464C101
IP	INTERNATIONAL PAPER CO	51,807	$2.426M	0.0%	$45.98	0.0%	COM	460146103
AWI	ARMSTRONG WORLD INDS INC NEW	14,857	$2.413M	0.0%	$72.48	+104.0%	COM	04247X102
APD	AIR PRODS & CHEMS INC	8,303	$2.342M	0.0%	$299.18	-10.4%	COM	009158106
NCLH	NORWEGIAN CRUISE LINE HLDG L	115,191	$2.336M	0.0%	$19.69	-9.1%	SHS	G66721104
OWL	BLUE OWL CAPITAL INC	118,847	$2.283M	0.0%	$20.65	-10.4%	COM CL A	09581B103
USFD	US FOODS HLDG CORP	29,629	$2.282M	0.0%	$68.89	+3.6%	COM	912008109
DRI	DARDEN RESTAURANTS INC	10,425	$2.272M	0.0%	$166.04	+23.0%	COM	237194105
UBER	UBER TECHNOLOGIES INC	23,755	$2.216M	0.0%	$46.09	+78.6%	COM	90353T100
CSX	CSX CORP	67,479	$2.202M	0.0%	$29.93	-0.5%	COM	126408103
KO	COCA COLA CO	31,092	$2.2M	0.0%	$64.09	+8.9%	COM	191216100
CMG	CHIPOTLE MEXICAN GRILL INC	37,508	$2.106M	0.0%	$50.88	0.0%	COM	169656105
ICE	INTERCONTINENTAL EXCHANGE IN	11,220	$2.059M	0.0%	$170.47	0.0%	COM	45866F104
HTHT	H WORLD GROUP LTD	60,422	$2.05M	0.0%	$37.81	—	SPONSORED ADS	44332N106
BTI	BRITISH AMERN TOB PLC	42,803	$2.026M	0.0%	$40.11	—	SPONSORED ADR	110448107
UBS	UBS GROUP AG	59,554	$2.011M	0.0%	$24.69	+25.3%	SHS	H42097107
VICI	VICI PPTYS INC	61,208	$1.995M	0.0%	$28.25	+8.1%	COM	925652109
—	BOEING CO	28,463	$1.935M	0.0%	$60.31	—	DEP CONV PFD A	097023204
TFC	TRUIST FINL CORP	43,552	$1.872M	0.0%	$42.19	-9.9%	COM	89832Q109
TTWO	TAKE-TWO INTERACTIVE SOFTWAR	7,163	$1.74M	0.0%	$118.29	+90.5%	COM	874054109
MOH	MOLINA HEALTHCARE INC	5,826	$1.736M	0.0%	$320.36	-2.0%	COM	60855R100
UNP	UNION PAC CORP	7,486	$1.722M	0.0%	$232.54	-6.0%	COM	907818108
B	BARRICK MNG CORP	80,670	$1.68M	0.0%	$19.29	0.0%	COM SHS	06849F108
NTES	NETEASE INC	12,451	$1.676M	0.0%	$102.02	—	SPONSORED ADS	64110W102
PNC	PNC FINL SVCS GROUP INC	8,757	$1.632M	0.0%	$129.72	+27.9%	COM	693475105
BZ	KANZHUN LIMITED	90,552	$1.615M	0.0%	$18.41	—	SPONSORED ADS	48553T106
CAT	CATERPILLAR INC	3,899	$1.514M	0.0%	$222.96	+48.4%	COM	149123101
HDB	HDFC BANK LTD	19,684	$1.509M	0.0%	$64.98	—	SPONSORED ADS	40415F101
DIS	DISNEY WALT CO	12,007	$1.489M	0.0%	$103.02	-0.2%	COM	254687106
TXN	TEXAS INSTRS INC	6,994	$1.452M	0.0%	$159.26	+9.4%	COM	882508104
ZTS	ZOETIS INC	9,296	$1.45M	0.0%	$174.14	-9.6%	CL A	98978V103
TJX	TJX COS INC NEW	11,632	$1.436M	0.0%	$112.50	+11.9%	COM	872540109
BLK	BLACKROCK INC	1,362	$1.429M	0.0%	$988.45	-5.6%	COM	09290D101
GIS	GENERAL MLS INC	25,224	$1.307M	0.0%	$55.34	-2.8%	COM	370334104
ETR	ENTERGY CORP NEW	15,698	$1.305M	0.0%	$59.92	+35.7%	COM	29364G103
CMS	CMS ENERGY CORP	18,605	$1.289M	0.0%	$53.03	+31.9%	COM	125896100
UAL	UNITED AIRLS HLDGS INC	15,995	$1.274M	0.0%	$58.74	+25.4%	COM	910047109
CI	THE CIGNA GROUP	3,765	$1.245M	0.0%	$315.12	+0.9%	COM	125523100
EXR	EXTRA SPACE STORAGE INC	8,304	$1.224M	0.0%	$144.84	-2.7%	COM	30225T102
HEI/A	HEICO CORP NEW	4,714	$1.22M	0.0%	$132.91	+64.5%	CL A	422806208
FE	FIRSTENERGY CORP	30,151	$1.214M	0.0%	$38.36	+5.0%	COM	337932107
PCG	PG&E CORP	85,706	$1.195M	0.0%	$17.42	-7.3%	COM	69331C108
BABA	ALIBABA GROUP HLDG LTD	10,197	$1.156M	0.0%	$132.23	—	SPONSORED ADS	01609W102
NSC	NORFOLK SOUTHN CORP	4,497	$1.151M	0.0%	$226.73	+2.8%	COM	655844108
FITB	FIFTH THIRD BANCORP	27,980	$1.151M	0.0%	$38.81	-5.8%	COM	316773100
MO	ALTRIA GROUP INC	19,348	$1.134M	0.0%	$43.17	+29.6%	COM	02209S103
T	AT&T INC	38,608	$1.117M	0.0%	$21.63	+24.7%	COM	00206R102
NU	NU HLDGS LTD	79,445	$1.09M	0.0%	$11.79	+1.6%	ORD SHS CL A	G6683N103
WFC	WELLS FARGO CO NEW	13,525	$1.084M	0.0%	$44.37	+60.3%	COM	949746101
EWBC	EAST WEST BANCORP INC	10,516	$1.062M	0.0%	$82.73	+4.8%	COM	27579R104
SAIA	SAIA INC	3,838	$1.052M	0.0%	$423.53	-32.7%	COM	78709Y105
RSG	REPUBLIC SVCS INC	4,099	$1.011M	0.0%	$204.86	+19.7%	COM	760759100
LEGN	LEGEND BIOTECH CORP	27,758	$985K	0.0%	$45.66	—	SPONSORED ADS	52490G102
AMT	AMERICAN TOWER CORP NEW	4,384	$969K	0.0%	$195.40	+7.7%	COM	03027X100
PG	PROCTER AND GAMBLE CO	5,830	$929K	0.0%	$161.57	-0.5%	COM	742718109
FANG	DIAMONDBACK ENERGY INC	6,655	$914K	0.0%	$155.36	-12.4%	COM	25278X109
VLTO	VERALTO CORP	9,034	$912K	0.0%	$78.18	+23.0%	COM SHS	92338C103
G	GENPACT LIMITED	20,551	$904K	0.0%	$39.86	+12.8%	SHS	G3922B107
ADBE	ADOBE INC	2,328	$901K	0.0%	$450.90	-14.5%	COM	00724F101
DTE	DTE ENERGY CO	6,755	$895K	0.0%	$120.44	+9.0%	COM	233331107
SPG	SIMON PPTY GROUP INC NEW	5,562	$894K	0.0%	$166.26	-8.1%	COM	828806109
BRO	BROWN & BROWN INC	8,030	$890K	0.0%	$111.19	+0.6%	COM	115236101
ADI	ANALOG DEVICES INC	3,723	$886K	0.0%	$173.49	+18.8%	COM	032654105
ATI	ATI INC	10,087	$871K	0.0%	$57.95	+18.1%	COM	01741R102
ALB	ALBEMARLE CORP	12,832	$804K	0.0%	$86.94	-32.9%	COM	012653101
DHI	D R HORTON INC	6,185	$797K	0.0%	$140.45	-12.9%	COM	23331A109
ELV	ELEVANCE HEALTH INC	1,978	$769K	0.0%	$444.03	-10.7%	COM	036752103
KSPI	KASPI KZ JSC	8,601	$730K	0.0%	$105.04	—	SPONSORED ADS	48581R205
—	MICROCHIP TECHNOLOGY INC.	10,936	$729K	0.0%	$50.33	—	DEP SHS REPSTG	595017302
JCI	JOHNSON CTLS INTL PLC	6,572	$694K	0.0%	$76.07	+20.6%	SHS	G51502105
JKHY	HENRY JACK & ASSOC INC	3,789	$683K	0.0%	$160.56	+9.6%	COM	426281101
DLTR	DOLLAR TREE INC	6,746	$668K	0.0%	$83.33	+3.6%	COM	256746108
TEL	TE CONNECTIVITY PLC	3,939	$664K	0.0%	$146.85	+2.8%	ORD SHS	G87052109
NUE	NUCOR CORP	4,847	$628K	0.0%	$115.51	0.0%	COM	670346105
CHD	CHURCH & DWIGHT CO INC	5,905	$568K	0.0%	$103.35	-5.4%	COM	171340102
LYB	LYONDELLBASELL INDUSTRIES N	9,591	$555K	0.0%	$54.42	0.0%	SHS - A -	N53745100
LUV	SOUTHWEST AIRLS CO	17,067	$554K	0.0%	$28.72	+3.3%	COM	844741108
MTN	VAIL RESORTS INC	3,388	$532K	0.0%	$168.47	-11.8%	COM	91879Q109
NFE	NEW FORTRESS ENERGY INC	159,239	$529K	0.0%	$10.36	-58.1%	COM CL A	644393100
DG	DOLLAR GEN CORP NEW	4,422	$506K	0.0%	$144.45	-32.1%	COM	256677105
KOF	COCA-COLA FEMSA SAB DE CV	5,083	$492K	0.0%	$96.73	—	SPONS ADS REP	191241108
PBR	PETROLEO BRASILEIRO SA PETRO	39,177	$490K	0.0%	$12.51	—	SPONSORED ADR	71654V408
HAL	HALLIBURTON CO	23,773	$484K	0.0%	$32.37	-36.5%	COM	406216101
ARE	ALEXANDRIA REAL ESTATE EQ IN	6,592	$479K	0.0%	$91.01	-22.2%	COM	015271109
TGT	TARGET CORP	4,610	$455K	0.0%	$141.95	-34.3%	COM	87612E106
MRK	MERCK & CO INC	5,438	$430K	0.0%	$120.70	-35.9%	COM	58933Y105
—	ALBEMARLE CORP	13,279	$426K	0.0%	$40.74	—	7.25% DEP SHS A	012653200
TW	TRADEWEB MKTS INC	2,863	$419K	0.0%	$131.89	+5.8%	CL A	892672106
UPS	UNITED PARCEL SERVICE INC	3,660	$369K	0.0%	$120.70	-22.0%	CL B	911312106
MDT	MEDTRONIC PLC	3,971	$346K	0.0%	$87.00	-4.0%	SHS	G5960L103
MOD	MODINE MFG CO	3,436	$338K	0.0%	$41.93	+112.8%	COM	607828100
ETN	EATON CORP PLC	947	$338K	0.0%	$287.48	+6.7%	SHS	G29183103
CCI	CROWN CASTLE INC	3,041	$312K	0.0%	$89.13	+10.0%	COM	22822V101
GRAB	GRAB HOLDINGS LIMITED	61,845	$311K	0.0%	$4.73	-1.5%	CLASS A ORD	G4124C109
WCN	WASTE CONNECTIONS INC	1,638	$306K	0.0%	$133.90	+43.5%	COM	94106B101
—	PG&E CORP	6,800	$256K	0.0%	$44.74	—	PFD CONV SER A	69331C306
—	QIAGEN NV	5,131	$246K	0.0%	$39.62	—	COM SHS	N72482206
WSO	WATSCO INC	500	$221K	0.0%	$463.89	0.0%	COM	942622200