Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VV	VANGUARD INDEX FDS	535,970	$107M	12.5%	$157.62	—	LARGE CAP ETF	922908637
HYG	ISHARES TR	1,385,265	$103M	12.0%	$79.53	—	IBOXX HI YD ETF	464288513
BND	VANGUARD BD INDEX FDS	1,227,704	$88.93M	10.4%	$81.15	—	TOTAL BND MRKT	921937835
LQD	ISHARES TR	820,683	$88.1M	10.3%	$120.16	—	IBOXX INV CP ETF	464287242
IEI	ISHARES TR	761,705	$87.77M	10.2%	$119.35	—	3 7 YR TREAS BD	464288661
VEU	VANGUARD INTL EQUITY INDEX F	1,147,070	$61.69M	7.2%	$53.64	—	ALLWRLD EX US	922042775
VXF	VANGUARD INDEX FDS	197,857	$29.24M	3.4%	$137.58	—	EXTEND MKT ETF	922908652
IVV	ISHARES TR	64,047	$28.2M	3.3%	$283.98	—	CORE S&P500 ETF	464287200
IJR	ISHARES TR	248,182	$24.71M	2.9%	$77.82	—	CORE S&P SCP ETF	464287804
IJH	ISHARES TR	94,971	$24.68M	2.9%	$194.72	—	CORE S&P MCP ETF	464287507
BSV	VANGUARD BD INDEX FDS	251,827	$19.02M	2.2%	$76.31	—	SHORT TRM BOND	921937827
MSFT	MICROSOFT CORP	23,858	$7.994M	0.9%	$141.34	+117.4%	COM	594918104
MBB	ISHARES TR	71,624	$6.665M	0.8%	$101.95	—	MBS ETF	464288588
XOM	EXXON MOBIL CORP	45,197	$4.822M	0.6%	$61.88	+61.0%	COM	30231G102
AMZN	AMAZON COM INC	26,932	$3.445M	0.4%	$120.84	-5.5%	COM	023135106
GOOGL	ALPHABET INC	23,365	$2.783M	0.3%	$107.43	+6.3%	CAP STK CL A	02079K305
COR	AMERISOURCEBERGEN CORP	13,664	$2.603M	0.3%	$86.06	+96.5%	COM	03073E105
V	VISA INC	10,871	$2.547M	0.3%	$119.90	+87.2%	COM CL A	92826C839
PM	PHILIP MORRIS INTL INC	24,793	$2.422M	0.3%	$71.15	+18.7%	COM	718172109
IGIB	ISHARES TR	47,580	$2.396M	0.3%	$58.14	—	ISHS 5-10YR INVT	464288638
GOOG	ALPHABET INC	19,918	$2.39M	0.3%	$106.03	+8.4%	CAP STK CL C	02079K107
LMT	LOCKHEED MARTIN CORP	5,166	$2.363M	0.3%	$325.44	+32.6%	COM	539830109
JPM	JPMORGAN CHASE & CO	15,871	$2.276M	0.3%	$103.00	+25.9%	COM	46625H100
CMCSA	COMCAST CORP NEW	54,802	$2.273M	0.3%	$36.79	-0.4%	CL A	20030N101
SCHW	SCHWAB CHARLES CORP	39,462	$2.255M	0.3%	$60.37	-16.4%	COM	808513105
SHY	ISHARES TR	27,583	$2.236M	0.3%	$81.93	—	1 3 YR TREAS BD	464287457
NVDA	NVIDIA CORPORATION	5,372	$2.193M	0.3%	$19.25	+72.3%	COM	67066G104
ELV	ELEVANCE HEALTH INC	4,953	$2.18M	0.3%	$320.96	+37.9%	COM	036752103
UNH	UNITEDHEALTH GROUP INC	4,557	$2.171M	0.3%	$236.26	+96.8%	COM	91324P102
MA	MASTERCARD INCORPORATED	5,575	$2.161M	0.3%	$208.40	+77.5%	CL A	57636Q104
META	META PLATFORMS INC	7,145	$2.012M	0.2%	$172.82	+41.8%	CL A	30303M102
IQV	IQVIA HLDGS INC	9,042	$2.002M	0.2%	$146.18	+37.3%	COM	46266C105
VTI	VANGUARD INDEX FDS	9,109	$1.986M	0.2%	$129.33	—	TOTAL STK MKT	922908769
VSS	VANGUARD INTL EQUITY INDEX F	17,468	$1.904M	0.2%	$105.44	—	FTSE SMCAP ETF	922042718
CSGP	COSTAR GROUP INC	21,016	$1.894M	0.2%	$79.69	-3.1%	COM	22160N109
IGSB	ISHARES TR	36,728	$1.84M	0.2%	$63.72	—	ISHS 1-5YR INVS	464288646
BRK/B	BERKSHIRE HATHAWAY INC DEL	5,438	$1.832M	0.2%	$194.73	+67.6%	CL B NEW	084670702
VEEV	VEEVA SYS INC	9,345	$1.824M	0.2%	$214.37	-14.9%	CL A COM	922475108
ADBE	ADOBE SYSTEMS INCORPORATED	3,754	$1.816M	0.2%	$369.63	+9.0%	COM	00724F101
BKNG	BOOKING HOLDINGS INC	665	$1.766M	0.2%	$1990.43	+30.6%	COM	09857L108
VYM	VANGUARD WHITEHALL FDS	16,672	$1.755M	0.2%	$102.91	—	HIGH DIV YLD	921946406
ADI	ANALOG DEVICES INC	9,206	$1.744M	0.2%	$117.80	+50.2%	COM	032654105
AAPL	APPLE INC	8,568	$1.624M	0.2%	$98.55	+74.6%	COM	037833100
JNJ	JOHNSON & JOHNSON	9,803	$1.609M	0.2%	$110.83	+34.3%	COM	478160104
NOW	SERVICENOW INC	2,833	$1.553M	0.2%	$93.68	+6.7%	COM	81762P102
FIS	FIDELITY NATL INFORMATION SV	28,443	$1.505M	0.2%	$92.22	-44.2%	COM	31620M106
APD	AIR PRODS & CHEMS INC	5,075	$1.496M	0.2%	$241.72	+9.7%	COM	009158106
SPGI	S&P GLOBAL INC	3,676	$1.455M	0.2%	$386.36	-7.4%	COM	78409V104
EPD	ENTERPRISE PRODS PARTNERS L	54,990	$1.452M	0.2%	$26.06	—	COM	293792107
UPS	UNITED PARCEL SERVICE INC	8,197	$1.443M	0.2%	$113.89	+35.7%	CL B	911312106
KMX	CARMAX INC	16,632	$1.403M	0.2%	$93.31	-21.5%	COM	143130102
CRM	SALESFORCE INC	6,520	$1.372M	0.2%	$171.96	+17.3%	COM	79466L302
MDT	MEDTRONIC PLC	15,438	$1.34M	0.2%	$92.44	-14.1%	SHS	G5960L103
SBUX	STARBUCKS CORP	13,154	$1.298M	0.2%	$73.11	+33.0%	COM	855244109
—	MAGELLAN MIDSTREAM PRTNRS LP	20,374	$1.263M	0.1%	$60.08	—	COM UNIT RP LP	559080106
HEI	HEICO CORP NEW	6,936	$1.221M	0.1%	$111.03	+51.8%	COM	422806109
ORCL	ORACLE CORP	10,363	$1.221M	0.1%	$59.00	+70.2%	COM	68389X105
TSM	TAIWAN SEMICONDUCTOR MFG LTD	12,114	$1.219M	0.1%	$93.25	—	SPONSORED ADS	874039100
MCHP	MICROCHIP TECHNOLOGY INC.	13,901	$1.209M	0.1%	$64.12	+15.1%	COM	595017104
WST	WEST PHARMACEUTICAL SVSC INC	3,196	$1.206M	0.1%	$221.40	+60.3%	COM	955306105
DUK	DUKE ENERGY CORP NEW	13,332	$1.185M	0.1%	$65.28	+30.4%	COM NEW	26441C204
TLT	ISHARES TR	10,568	$1.075M	0.1%	$138.74	—	20 YR TR BD ETF	464287432
WFC	WELLS FARGO CO NEW	24,473	$1.039M	0.1%	$41.26	-8.8%	COM	949746101
ENB	ENBRIDGE INC	27,979	$1.035M	0.1%	$25.54	+25.6%	COM	29250N105
NVS	NOVARTIS AG	10,348	$1.028M	0.1%	$86.17	—	SPONSORED ADR	66987V109
FAST	FASTENAL CO	17,443	$1.021M	0.1%	$18.52	+38.7%	COM	311900104
XLV	SELECT SECTOR SPDR TR	7,753	$1.019M	0.1%	$129.35	—	SBI HEALTHCARE	81369Y209
CVX	CHEVRON CORP NEW	6,399	$1M	0.1%	$107.63	+33.1%	COM	166764100
TYL	TYLER TECHNOLOGIES INC	2,402	$989K	0.1%	$352.19	+9.3%	COM	902252105
NEE	NEXTERA ENERGY INC	13,462	$980K	0.1%	$66.70	+5.0%	COM	65339F101
—	UNILEVER PLC	18,896	$974K	0.1%	$51.60	—	SPON ADR NEW	904767704
ALGN	ALIGN TECHNOLOGY INC	2,838	$970K	0.1%	$296.49	+7.4%	COM	016255101
GLOB	GLOBANT S A	5,469	$965K	0.1%	$160.70	+2.1%	COM	L44385109
ABT	ABBOTT LABS	8,898	$958K	0.1%	$91.87	+10.4%	COM	002824100
GPC	GENUINE PARTS CO	5,706	$948K	0.1%	$89.43	+69.2%	COM	372460105
KO	COCA COLA CO	15,761	$946K	0.1%	$35.30	+62.5%	COM	191216100
COST	COSTCO WHSL CORP NEW	1,757	$934K	0.1%	$297.36	+63.8%	COM	22160K105
ROL	ROLLINS INC	21,735	$924K	0.1%	$32.58	+20.6%	COM	775711104
FIVE	FIVE BELOW INC	4,679	$921K	0.1%	$137.26	+42.4%	COM	33829M101
DIS	DISNEY WALT CO	10,261	$913K	0.1%	$109.86	-15.8%	COM	254687106
OMC	OMNICOM GROUP INC	9,421	$887K	0.1%	$62.27	+36.3%	COM	681919106
TFC	TRUIST FINL CORP	28,609	$877K	0.1%	$41.37	-34.9%	COM	89832Q109
TXN	TEXAS INSTRS INC	4,947	$875K	0.1%	$121.99	+30.4%	COM	882508104
AZN	ASTRAZENECA PLC	12,177	$863K	0.1%	$63.48	—	SPONSORED ADR	046353108
DHR	DANAHER CORPORATION	3,611	$859K	0.1%	$155.46	+34.3%	COM	235851102
AMGN	AMGEN INC	3,864	$855K	0.1%	$170.37	+25.4%	COM	031162100
LLY	LILLY ELI & CO	1,795	$834K	0.1%	$278.80	+47.6%	COM	532457108
PAYC	PAYCOM SOFTWARE INC	2,646	$830K	0.1%	$299.11	-3.3%	COM	70432V102
TMO	THERMO FISHER SCIENTIFIC INC	1,611	$829K	0.1%	$316.55	+69.1%	COM	883556102
ECL	ECOLAB INC	4,486	$825K	0.1%	$156.48	+6.9%	COM	278865100
RBA	RB GLOBAL INC	13,820	$819K	0.1%	$56.38	0.0%	COM	74935Q107
AGG	ISHARES TR	8,238	$805K	0.1%	$99.83	—	CORE US AGGBD ET	464287226
GD	GENERAL DYNAMICS CORP	3,675	$788K	0.1%	$161.27	+26.9%	COM	369550108
EIX	EDISON INTL	11,414	$783K	0.1%	$50.47	+23.5%	COM	281020107
PG	PROCTER AND GAMBLE CO	5,221	$780K	0.1%	$86.35	+63.6%	COM	742718109
ISRG	INTUITIVE SURGICAL INC	2,303	$780K	0.1%	$279.82	+8.1%	COM NEW	46120E602
PFE	PFIZER INC	21,366	$772K	0.1%	$26.60	+24.9%	COM	717081103
ADSK	AUTODESK INC	3,730	$769K	0.1%	$201.30	-0.7%	COM	052769106
CSCO	CISCO SYS INC	14,678	$752K	0.1%	$40.19	+13.2%	COM	17275R102
NFLX	NETFLIX INC	1,724	$738K	0.1%	$42.60	-13.5%	COM	64110L106
VEA	VANGUARD TAX-MANAGED FDS	16,013	$731K	0.1%	$41.69	—	VAN FTSE DEV MKT	921943858
QCOM	QUALCOMM INC	6,169	$728K	0.1%	$108.32	0.0%	COM	747525103
BX	BLACKSTONE INC	7,781	$722K	0.1%	$84.75	-5.4%	COM	09260D107
IDXX	IDEXX LABS INC	1,454	$719K	0.1%	$414.38	+15.6%	COM	45168D104
—	ANSYS INC	2,204	$719K	0.1%	$280.24	—	COM	03662Q105
KMB	KIMBERLY-CLARK CORP	5,198	$713K	0.1%	$103.86	+21.1%	COM	494368103
COP	CONOCOPHILLIPS	6,868	$708K	0.1%	$74.60	+26.6%	COM	20825C104
FISV	FISERV INC	5,671	$703K	0.1%	$102.80	+14.5%	COM	337738108
VZ	VERIZON COMMUNICATIONS INC	19,007	$703K	0.1%	$35.61	-12.4%	COM	92343V104
CVS	CVS HEALTH CORP	9,822	$675K	0.1%	$64.47	-0.3%	COM	126650100
—	BLACKROCK INC	978	$673K	0.1%	$576.72	—	COM	09247X101
BCE	BCE INC	14,727	$665K	0.1%	$30.99	+21.9%	COM NEW	05534B760
INTU	INTUIT	1,449	$660K	0.1%	$249.17	+72.9%	COM	461202103
BIP	BROOKFIELD INFRAST PARTNERS	18,555	$659K	0.1%	$42.49	—	LP INT UNIT	G16252101
BEP	BROOKFIELD RENEWABLE PARTNER	22,589	$658K	0.1%	$35.56	—	PARTNERSHIP UNIT	G16258108
BAC	BANK AMERICA CORP	22,903	$656K	0.1%	$27.18	-2.1%	COM	060505104
MS	MORGAN STANLEY	7,626	$650K	0.1%	$56.62	+38.4%	COM NEW	617446448
LOW	LOWES COS INC	2,885	$643K	0.1%	$90.97	+117.4%	COM	548661107
VRSK	VERISK ANALYTICS INC	2,817	$629K	0.1%	$156.33	+32.1%	COM	92345Y106
MRK	MERCK & CO INC	5,469	$621K	0.1%	$51.11	+104.4%	COM	58933Y105
LOPE	GRAND CANYON ED INC	6,026	$616K	0.1%	$93.17	+17.9%	COM	38526M106
GWW	GRAINGER W W INC	774	$606K	0.1%	$303.47	+121.8%	COM	384802104
HD	HOME DEPOT INC	1,942	$598K	0.1%	$166.78	+65.7%	COM	437076102
T	AT&T INC	36,687	$586K	0.1%	$14.31	+3.3%	COM	00206R102
LHX	L3HARRIS TECHNOLOGIES INC	2,982	$583K	0.1%	$191.11	-5.4%	COM	502431109
AMT	AMERICAN TOWER CORP NEW	3,018	$582K	0.1%	$222.39	-19.9%	COM	03027X100
WMB	WILLIAMS COS INC	17,602	$573K	0.1%	$20.30	+31.9%	COM	969457100
CME	CME GROUP INC	3,092	$567K	0.1%	$183.16	-9.1%	COM	12572Q105
WK	WORKIVA INC	5,550	$562K	0.1%	$90.66	+6.1%	COM CL A	98139A105
ABBV	ABBVIE INC	4,198	$559K	0.1%	$61.78	+116.4%	COM	00287Y109
SBAC	SBA COMMUNICATIONS CORP NEW	2,431	$558K	0.1%	$219.04	+4.0%	CL A	78410G104
EL	LAUDER ESTEE COS INC	2,865	$552K	0.1%	$180.65	+11.6%	CL A	518439104
RTX	RAYTHEON TECHNOLOGIES CORP	5,568	$545K	0.1%	$63.99	+44.2%	COM	75513E101
BK	BANK NEW YORK MELLON CORP	12,287	$543K	0.1%	$39.82	+0.2%	COM	064058100
EW	EDWARDS LIFESCIENCES CORP	5,821	$536K	0.1%	$67.14	+29.5%	COM	28176E108
AVGO	BROADCOM INC	611	$527K	0.1%	$36.21	+89.8%	COM	11135F101
GS	GOLDMAN SACHS GROUP INC	1,628	$526K	0.1%	$318.08	-3.2%	COM	38141G104
SYY	SYSCO CORP	7,064	$517K	0.1%	$69.17	-0.9%	COM	871829107
SNY	SANOFI	9,677	$513K	0.1%	$46.51	—	SPONSORED ADR	80105N105
BDX	BECTON DICKINSON & CO	1,944	$506K	0.1%	$211.13	+14.6%	COM	075887109
ZTS	ZOETIS INC	2,802	$482K	0.1%	$106.32	+58.1%	CL A	98978V103
—	AMEDISYS INC	5,241	$480K	0.1%	$185.96	—	COM	023436108
NXPI	NXP SEMICONDUCTORS N V	2,402	$480K	0.1%	$114.76	+47.4%	COM	N6596X109
IEX	IDEX CORP	2,231	$476K	0.1%	$187.06	+8.4%	COM	45167R104
PGR	PROGRESSIVE CORP	3,540	$468K	0.1%	$124.18	-1.3%	COM	743315103
CTAS	CINTAS CORP	947	$464K	0.1%	$59.81	+91.8%	COM	172908105
LULU	LULULEMON ATHLETICA INC	1,249	$462K	0.1%	$273.46	+34.9%	COM	550021109
EFV	ISHARES TR	9,297	$451K	0.1%	$46.72	—	EAFE VALUE ETF	464288877
PH	PARKER-HANNIFIN CORP	1,164	$450K	0.1%	$328.44	0.0%	COM	701094104
GNRC	GENERAC HLDGS INC	2,998	$442K	0.1%	$113.74	+0.2%	COM	368736104
EBAY	EBAY INC.	9,781	$436K	0.1%	$37.33	+13.1%	COM	278642103
ACN	ACCENTURE PLC IRELAND	1,393	$430K	0.1%	$305.49	-8.4%	SHS CLASS A	G1151C101
MCK	MCKESSON CORP	1,011	$426K	0.0%	$231.11	+64.2%	COM	58155Q103
JCI	JOHNSON CTLS INTL PLC	6,177	$416K	0.0%	$43.88	+33.7%	SHS	G51502105
MO	ALTRIA GROUP INC	8,985	$404K	0.0%	$32.95	+11.0%	COM	02209S103
VO	VANGUARD INDEX FDS	1,845	$402K	0.0%	$150.45	—	MID CAP ETF	922908629
BR	BROADRIDGE FINL SOLUTIONS IN	2,456	$401K	0.0%	$141.03	+2.7%	COM	11133T103
CB	CHUBB LIMITED	2,107	$398K	0.0%	$140.71	+34.9%	COM	H1467J104
ENSG	ENSIGN GROUP INC	4,134	$394K	0.0%	$84.01	+11.5%	COM	29358P101
DXCM	DEXCOM INC	3,037	$389K	0.0%	$78.55	+54.0%	COM	252131107
BL	BLACKLINE INC	7,023	$380K	0.0%	$86.57	-35.9%	COM	09239B109
BN	BROOKFIELD CORP	11,584	$378K	0.0%	$21.91	-5.0%	CL A LTD VT SH	11271J107
ROST	ROSS STORES INC	3,452	$376K	0.0%	$81.50	+25.4%	COM	778296103
MTCH	MATCH GROUP INC NEW	8,819	$369K	0.0%	$92.77	-61.5%	COM	57667L107
VNQ	VANGUARD INDEX FDS	4,367	$363K	0.0%	$81.58	—	REAL ESTATE ETF	922908553
TEAM	ATLASSIAN CORPORATION	2,236	$361K	0.0%	$159.57	+0.4%	CL A	049468101
MDLZ	MONDELEZ INTL INC	4,965	$359K	0.0%	$56.71	+20.9%	CL A	609207105
ARES	ARES MANAGEMENT CORPORATION	3,734	$357K	0.0%	$73.16	+9.8%	CL A COM STK	03990B101
SHOP	SHOPIFY INC	5,572	$355K	0.0%	$35.46	+59.4%	CL A	82509L107
VTV	VANGUARD INDEX FDS	2,497	$352K	0.0%	$93.01	—	VALUE ETF	922908744
VWO	VANGUARD INTL EQUITY INDEX F	8,706	$351K	0.0%	$39.15	—	FTSE EMR MKT ETF	922042858
LYG	LLOYDS BANKING GROUP PLC	164,202	$350K	0.0%	$2.48	—	SPONSORED ADR	539439109
DOW	DOW INC	6,488	$345K	0.0%	$42.82	+5.7%	COM	260557103
CHWY	CHEWY INC	8,921	$345K	0.0%	$72.96	-52.3%	CL A	16679L109
D	DOMINION ENERGY INC	6,634	$344K	0.0%	$58.13	-18.2%	COM	25746U109
PLD	PROLOGIS INC.	2,814	$342K	0.0%	$100.63	+12.1%	COM	74340W103
FND	FLOOR & DECOR HLDGS INC	3,322	$337K	0.0%	$95.63	0.0%	CL A	339750101
MEDP	MEDPACE HLDGS INC	1,436	$337K	0.0%	$207.72	0.0%	COM	58506Q109
DKS	DICKS SPORTING GOODS INC	2,525	$336K	0.0%	$96.75	+32.4%	COM	253393102
EWC	ISHARES INC	9,659	$334K	0.0%	$34.59	—	MSCI CDA ETF	464286509
VBR	VANGUARD INDEX FDS	2,005	$330K	0.0%	$151.30	—	SM CP VAL ETF	922908611
USB	US BANCORP DEL	9,984	$327K	0.0%	$35.34	-19.6%	COM NEW	902973304
MSI	MOTOROLA SOLUTIONS INC	1,099	$317K	0.0%	$278.05	0.0%	COM NEW	620076307
XLP	SELECT SECTOR SPDR TR	4,300	$316K	0.0%	$74.07	—	SBI CONS STPLS	81369Y308
TGT	TARGET CORP	2,365	$314K	0.0%	$140.48	-3.9%	COM	87612E106
DG	DOLLAR GEN CORP NEW	1,862	$311K	0.0%	$146.10	+28.2%	COM	256677105
DOC	HEALTHPEAK PROPERTIES INC	15,410	$308K	0.0%	$22.81	-22.8%	COM	42250P103
MRSH	MARSH & MCLENNAN COS INC	1,638	$305K	0.0%	$81.01	+110.4%	COM	571748102
WSO	WATSCO INC	801	$302K	0.0%	$190.06	+78.4%	COM	942622200
C	CITIGROUP INC	6,510	$301K	0.0%	$48.61	-12.1%	COM NEW	172967424
PRVA	PRIVIA HEALTH GROUP INC	11,285	$300K	0.0%	$26.41	0.0%	COM	74276R102
XIFR	NEXTERA ENERGY PARTNERS LP	5,190	$297K	0.0%	$75.39	-20.2%	COM UNIT PART IN	65341B106
CAG	CONAGRA BRANDS INC	8,922	$297K	0.0%	$27.71	+13.3%	COM	205887102
DE	DEERE & CO	729	$293K	0.0%	$390.18	-5.7%	COM	244199105
—	TOTALENERGIES SE	5,126	$292K	0.0%	$61.85	—	SPONSORED ADS	89151E109
PCTY	PAYLOCITY HLDG CORP	1,573	$281K	0.0%	$183.04	0.0%	COM	70438V106
IBM	INTERNATIONAL BUSINESS MACHS	2,026	$272K	0.0%	$122.79	-3.9%	COM	459200101
ULTA	ULTA BEAUTY INC	580	$270K	0.0%	$434.14	+12.8%	COM	90384S303
—	INTERPUBLIC GROUP COS INC	7,041	$268K	0.0%	$27.75	+22.3%	COM	460690100
XME	SPDR SER TR	5,254	$266K	0.0%	$52.42	—	S&P METALS MNG	78464A755
EMB	ISHARES TR	3,083	$265K	0.0%	$85.92	—	JPMORGAN USD EMG	464288281
GTM	ZOOMINFO TECHNOLOGIES INC	10,061	$262K	0.0%	$42.47	-44.2%	COMMON STOCK	98980F104
BWA	BORGWARNER INC	5,437	$262K	0.0%	$39.66	0.0%	COM	099724106
IGLB	ISHARES TR	5,123	$261K	0.0%	$53.04	—	10+ YR INVST GRD	464289511
FTNT	FORTINET INC	3,358	$252K	0.0%	$68.00	0.0%	COM	34959E109
GWRE	GUIDEWIRE SOFTWARE INC	3,321	$248K	0.0%	$105.93	-27.7%	COM	40171V100
IAC	IAC INC	3,814	$242K	0.0%	$45.81	0.0%	COM NEW	44891N208
TPR	TAPESTRY INC	5,634	$241K	0.0%	$31.54	+22.8%	COM	876030107
STT	STATE STR CORP	3,262	$239K	0.0%	$66.80	-1.8%	COM	857477103
—	TE CONNECTIVITY LTD	1,686	$233K	0.0%	$147.99	—	SHS	H84989104
CROX	CROCS INC	2,137	$231K	0.0%	$120.60	-1.2%	COM	227046109
BSX	BOSTON SCIENTIFIC CORP	4,311	$230K	0.0%	$47.25	+10.5%	COM	101137107
AXP	AMERICAN EXPRESS CO	1,322	$227K	0.0%	$103.81	+50.5%	COM	025816109
GPN	GLOBAL PMTS INC	2,324	$225K	0.0%	$138.47	-27.7%	COM	37940X102
LSTR	LANDSTAR SYS INC	1,161	$224K	0.0%	$120.14	—	COM	515098101
RHI	ROBERT HALF INTL INC	3,025	$224K	0.0%	$106.60	-33.0%	COM	770323103
NGG	NATIONAL GRID PLC	3,374	$223K	0.0%	$66.19	—	SPONSORED ADR NE	636274409
HLI	HOULIHAN LOKEY INC	2,234	$221K	0.0%	$46.61	+85.9%	CL A	441593100
—	PIONEER NAT RES CO	1,060	$218K	0.0%	$251.12	—	COM	723787107
TRV	TRAVELERS COMPANIES INC	1,275	$218K	0.0%	$169.50	-1.0%	COM	89417E109
BMY	BRISTOL-MYERS SQUIBB CO	3,348	$214K	0.0%	$62.21	-5.3%	COM	110122108
CSX	CSX CORP	6,302	$213K	0.0%	$30.43	0.0%	COM	126408103
NKE	NIKE INC	1,870	$212K	0.0%	$96.84	+15.0%	CL B	654106103
ALGM	ALLEGRO MICROSYSTEMS INC	4,852	$211K	0.0%	$40.67	-0.4%	COM	01749D105
RRX	REGAL REXNORD CORPORATION	1,386	$210K	0.0%	$136.14	0.0%	COM	758750103
CRL	CHARLES RIV LABS INTL INC	988	$207K	0.0%	$198.96	0.0%	COM	159864107
AEP	AMERICAN ELEC PWR CO INC	2,460	$205K	0.0%	$79.95	0.0%	COM	025537101
SO	SOUTHERN CO	2,903	$201K	0.0%	$59.70	+9.4%	COM	842587107
WDAY	WORKDAY INC	883	$201K	0.0%	$200.31	0.0%	CL A	98138H101
HLMN	HILLMAN SOLUTIONS CORP	21,201	$191K	0.0%	$9.77	-14.7%	COM	431636109
PAGP	PLAINS GP HLDGS L P	12,009	$177K	0.0%	$20.80	—	LTD PARTNR INT A	72651A207
HBAN	HUNTINGTON BANCSHARES INC	13,295	$143K	0.0%	$11.46	-17.4%	COM	446150104
ET	ENERGY TRANSFER L P	10,168	$130K	0.0%	$11.86	—	COM UT LTD PTN	29273V100
—	LESLIES INC	12,677	$122K	0.0%	$22.46	—	COM	527064109
—	AMCOR PLC	11,941	$118K	0.0%	$10.13	-7.8%	ORD	G0250X107
—	HANESBRANDS INC	20,479	$92,156	0.0%	$19.08	—	COM	410345102