Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VV	VANGUARD INDEX FDS	582,015	$146M	16.6%	$161.41	—	LARGE CAP ETF	922908637
BND	VANGUARD BD INDEX FDS	1,503,244	$109M	12.3%	$79.49	—	TOTAL BND MRKT	921937835
VEU	VANGUARD INTL EQUITY INDEX F	1,388,288	$81.33M	9.2%	$54.09	—	ALLWRLD EX US	922042775
SPTL	SPDR SER TR	1,871,527	$51.77M	5.9%	$29.22	—	PORTFOLIO LN TSR	78464A664
USIG	ISHARES TR	1,013,030	$51.14M	5.8%	$51.37	—	USD INV GRDE ETF	464288620
IVV	ISHARES TR	83,611	$45.93M	5.2%	$421.67	—	CORE S&P500 ETF	464287200
IJR	ISHARES TR	388,753	$41.13M	4.6%	$96.20	—	CORE S&P SCP ETF	464287804
IJH	ISHARES TR	696,492	$40.65M	4.6%	$77.96	—	CORE S&P MCP ETF	464287507
VXF	VANGUARD INDEX FDS	219,768	$37.06M	4.2%	$140.05	—	EXTEND MKT ETF	922908652
BSV	VANGUARD BD INDEX FDS	300,375	$23.04M	2.6%	$76.31	—	SHORT TRM BOND	921937827
HYG	ISHARES TR	183,590	$14.2M	1.6%	$79.53	—	IBOXX HI YD ETF	464288513
MSFT	MICROSOFT CORP	22,388	$10.14M	1.1%	$150.68	+176.9%	COM	594918104
MBB	ISHARES TR	80,692	$7.447M	0.8%	$100.80	—	MBS ETF	464288588
XOM	EXXON MOBIL CORP	54,979	$6.317M	0.7%	$68.83	+59.9%	COM	30231G102
AMZN	AMAZON COM INC	30,027	$5.941M	0.7%	$127.14	+44.5%	COM	023135106
NVDA	NVIDIA CORPORATION	39,932	$4.951M	0.6%	$91.41	+10.5%	COM	67066G104
META	META PLATFORMS INC	8,621	$4.479M	0.5%	$216.79	+122.9%	CL A	30303M102
GOOGL	ALPHABET INC	24,089	$4.466M	0.5%	$110.46	+51.5%	CAP STK CL A	02079K305
SCHW	SCHWAB CHARLES CORP	54,008	$3.973M	0.4%	$61.91	+16.8%	COM	808513105
BKNG	BOOKING HOLDINGS INC	931	$3.733M	0.4%	$2411.22	+51.6%	COM	09857L108
ELV	ELEVANCE HEALTH INC	6,691	$3.585M	0.4%	$366.36	+40.2%	COM	036752103
JPM	JPMORGAN CHASE & CO.	17,967	$3.578M	0.4%	$110.63	+71.0%	COM	46625H100
V	VISA INC	13,267	$3.537M	0.4%	$146.02	+85.5%	COM CL A	92826C839
GOOG	ALPHABET INC	18,512	$3.459M	0.4%	$106.51	+58.6%	CAP STK CL C	02079K107
LMT	LOCKHEED MARTIN CORP	7,254	$3.388M	0.4%	$358.73	+23.1%	COM	539830109
VYM	VANGUARD WHITEHALL FDS	27,230	$3.222M	0.4%	$107.11	—	HIGH DIV YLD	921946406
PM	PHILIP MORRIS INTL INC	29,710	$3.018M	0.3%	$73.64	+24.0%	COM	718172109
BRK/B	BERKSHIRE HATHAWAY INC DEL	7,269	$2.965M	0.3%	$240.08	+70.2%	CL B NEW	084670702
TSM	TAIWAN SEMICONDUCTOR MFG LTD	15,983	$2.743M	0.3%	$105.52	—	SPONSORED ADS	874039100
MA	MASTERCARD INCORPORATED	6,193	$2.742M	0.3%	$236.58	+90.9%	CL A	57636Q104
CMCSA	COMCAST CORP NEW	69,477	$2.66M	0.3%	$37.53	-1.1%	CL A	20030N101
VTI	VANGUARD INDEX FDS	9,841	$2.651M	0.3%	$141.49	—	TOTAL STK MKT	922908769
IQV	IQVIA HLDGS INC	12,199	$2.595M	0.3%	$167.67	+35.5%	COM	46266C105
VSS	VANGUARD INTL EQUITY INDEX F	20,983	$2.465M	0.3%	$106.94	—	FTSE SMCAP ETF	922042718
SBUX	STARBUCKS CORP	30,765	$2.438M	0.3%	$80.39	-2.9%	COM	855244109
UNH	UNITEDHEALTH GROUP INC	4,671	$2.272M	0.3%	$248.03	+90.8%	COM	91324P102
ORCL	ORACLE CORP	15,984	$2.241M	0.3%	$78.07	+56.7%	COM	68389X105
KMX	CARMAX INC	29,663	$2.175M	0.2%	$84.77	-15.0%	COM	143130102
CRM	SALESFORCE INC	8,520	$2.154M	0.2%	$192.27	+37.7%	COM	79466L302
WFC	WELLS FARGO CO NEW	36,838	$2.115M	0.2%	$43.22	+31.6%	COM	949746101
ADI	ANALOG DEVICES INC	9,254	$2.098M	0.2%	$124.94	+66.2%	COM	032654105
ADBE	ADOBE INC	3,771	$2.062M	0.2%	$394.79	+22.7%	COM	00724F101
MDT	MEDTRONIC PLC	25,550	$2.027M	0.2%	$85.67	-8.9%	SHS	G5960L103
NOW	SERVICENOW INC	2,457	$1.902M	0.2%	$93.68	+56.6%	COM	81762P102
APD	AIR PRODS & CHEMS INC	7,175	$1.887M	0.2%	$241.36	+0.4%	COM	009158106
IGIB	ISHARES TR	36,575	$1.882M	0.2%	$57.77	—	ISHS 5-10YR INVT	464288638
COR	CENCORA INC	8,075	$1.841M	0.2%	$110.78	+106.3%	COM	03073E105
DEO	DIAGEO PLC	14,183	$1.801M	0.2%	$141.56	—	SPON ADR NEW	25243Q205
DIS	DISNEY WALT CO	16,796	$1.716M	0.2%	$104.16	+1.3%	COM	254687106
VEEV	VEEVA SYS INC	8,797	$1.629M	0.2%	$213.97	-7.2%	CL A COM	922475108
EPD	ENTERPRISE PRODS PARTNERS L	56,305	$1.627M	0.2%	$26.07	—	COM	293792107
LLY	ELI LILLY & CO	1,777	$1.615M	0.2%	$315.14	+151.0%	COM	532457108
ADSK	AUTODESK INC	6,627	$1.615M	0.2%	$210.46	+6.7%	COM	052769106
SHY	ISHARES TR	19,395	$1.583M	0.2%	$81.89	—	1 3 YR TREAS BD	464287457
SPGI	S&P GLOBAL INC	3,410	$1.531M	0.2%	$386.38	+9.7%	COM	78409V104
CSGP	COSTAR GROUP INC	20,382	$1.514M	0.2%	$79.84	+6.1%	COM	22160N109
AAPL	APPLE INC	7,025	$1.504M	0.2%	$98.55	+87.8%	COM	037833100
HEI	HEICO CORP NEW	6,520	$1.479M	0.2%	$111.03	+90.2%	COM	422806109
CHKP	CHECK POINT SOFTWARE TECH LT	9,039	$1.471M	0.2%	$137.77	+13.1%	ORD	M22465104
NVS	NOVARTIS AG	13,013	$1.386M	0.2%	$88.94	—	SPONSORED ADR	66987V109
COST	COSTCO WHSL CORP NEW	1,622	$1.38M	0.2%	$300.90	+157.2%	COM	22160K105
DUK	DUKE ENERGY CORP NEW	13,623	$1.37M	0.2%	$65.91	+43.0%	COM NEW	26441C204
ENB	ENBRIDGE INC	36,385	$1.283M	0.1%	$26.75	+21.0%	COM	29250N105
AMGN	AMGEN INC	4,081	$1.28M	0.1%	$183.71	+52.0%	COM	031162100
AGG	ISHARES TR	13,024	$1.27M	0.1%	$97.95	—	CORE US AGGBD ET	464287226
COP	CONOCOPHILLIPS	10,802	$1.231M	0.1%	$90.81	+27.1%	COM	20825C104
QCOM	QUALCOMM INC	6,261	$1.222M	0.1%	$113.79	+60.3%	COM	747525103
GD	GENERAL DYNAMICS CORP	4,175	$1.221M	0.1%	$170.96	+66.1%	COM	369550108
UPS	UNITED PARCEL SERVICE INC	8,959	$1.217M	0.1%	$116.20	+11.9%	CL B	911312106
AMT	AMERICAN TOWER CORP NEW	6,130	$1.197M	0.1%	$200.85	-12.2%	COM	03027X100
IGSB	ISHARES TR	22,340	$1.145M	0.1%	$62.89	—	ISHS 1-5YR INVS	464288646
—	UNILEVER PLC	20,532	$1.136M	0.1%	$51.42	—	SPON ADR NEW	904767704
NEE	NEXTERA ENERGY INC	15,280	$1.126M	0.1%	$64.89	+4.2%	COM	65339F101
KO	COCA COLA CO	17,620	$1.126M	0.1%	$37.55	+56.8%	COM	191216100
TFC	TRUIST FINL CORP	29,206	$1.105M	0.1%	$40.85	-14.5%	COM	89832Q109
GPC	GENUINE PARTS CO	7,963	$1.094M	0.1%	$101.83	+39.0%	COM	372460105
AVGO	BROADCOM INC	688	$1.092M	0.1%	$52.11	+164.2%	COM	11135F101
OMC	OMNICOM GROUP INC	12,262	$1.091M	0.1%	$66.84	+31.1%	COM	681919106
PFE	PFIZER INC	38,743	$1.077M	0.1%	$27.74	-10.7%	COM	717081103
TYL	TYLER TECHNOLOGIES INC	2,160	$1.067M	0.1%	$352.19	+30.8%	COM	902252105
TLT	ISHARES TR	11,328	$1.059M	0.1%	$134.45	—	20 YR TR BD ETF	464287432
VEA	VANGUARD TAX-MANAGED FDS	20,852	$1.03M	0.1%	$42.93	—	VAN FTSE DEV MKT	921943858
ROL	ROLLINS INC	20,623	$1.018M	0.1%	$32.58	+38.9%	COM	775711104
WST	WEST PHARMACEUTICAL SVSC INC	3,007	$989K	0.1%	$221.40	+58.9%	COM	955306105
FAST	FASTENAL CO	15,594	$988K	0.1%	$18.52	+76.2%	COM	311900104
FISV	FISERV INC	6,581	$981K	0.1%	$108.49	+39.5%	COM	337738108
EIX	EDISON INTL	13,598	$980K	0.1%	$52.84	+27.0%	COM	281020107
ETR	ENTERGY CORP NEW	9,075	$969K	0.1%	$47.99	+6.9%	COM	29364G103
BK	BANK NEW YORK MELLON CORP	15,874	$945K	0.1%	$41.63	+33.9%	COM	064058100
BX	BLACKSTONE INC	7,476	$928K	0.1%	$84.75	+39.0%	COM	09260D107
AZN	ASTRAZENECA PLC	11,859	$927K	0.1%	$63.58	—	SPONSORED ADR	046353108
SNY	SANOFI	19,202	$923K	0.1%	$48.57	—	SPONSORED ADR	80105N105
—	BLACKROCK INC	1,179	$920K	0.1%	$608.58	—	COM	09247X101
BAC	BANK AMERICA CORP	23,373	$917K	0.1%	$27.50	+34.0%	COM	060505104
ABT	ABBOTT LABS	8,729	$913K	0.1%	$93.26	+10.4%	COM	002824100
MRK	MERCK & CO INC	6,909	$897K	0.1%	$65.10	+87.0%	COM	58933Y105
GLOB	GLOBANT S A	4,906	$880K	0.1%	$160.70	+9.7%	COM	L44385109
MCK	MCKESSON CORP	1,465	$869K	0.1%	$311.92	+77.2%	COM	58155Q103
PSK	SPDR SER TR	25,367	$862K	0.1%	$34.00	—	ICE PFD SEC ETF	78464A292
XLV	SELECT SECTOR SPDR TR	5,858	$855K	0.1%	$132.35	—	SBI HEALTHCARE	81369Y209
MCHP	MICROCHIP TECHNOLOGY INC.	9,339	$835K	0.1%	$64.12	+36.3%	COM	595017104
MEDP	MEDPACE HLDGS INC	1,945	$825K	0.1%	$227.64	+74.0%	COM	58506Q109
TDG	TRANSDIGM GROUP INC	637	$821K	0.1%	$1086.45	+4.6%	COM	893641100
DHR	DANAHER CORPORATION	3,254	$819K	0.1%	$155.46	+61.0%	COM	235851102
VZ	VERIZON COMMUNICATIONS INC	19,423	$793K	0.1%	$35.64	+2.3%	COM	92343V104
GSK	GSK PLC	20,163	$779K	0.1%	$36.88	—	SPONSORED ADR	37733W204
EBAY	EBAY INC.	14,539	$771K	0.1%	$39.64	+27.9%	COM	278642103
ISRG	INTUITIVE SURGICAL INC	1,661	$739K	0.1%	$279.82	+42.3%	COM NEW	46120E602
LHX	L3HARRIS TECHNOLOGIES INC	3,286	$733K	0.1%	$189.38	+10.5%	COM	502431109
CVX	CHEVRON CORP NEW	4,685	$732K	0.1%	$112.56	+31.8%	COM	166764100
ALGN	ALIGN TECHNOLOGY INC	2,978	$724K	0.1%	$289.42	-3.8%	COM	016255101
CVS	CVS HEALTH CORP	12,361	$721K	0.1%	$64.89	-9.8%	COM	126650100
HLT	HILTON WORLDWIDE HLDGS INC	3,269	$703K	0.1%	$197.63	+3.5%	COM	43300A203
INTU	INTUIT	1,079	$703K	0.1%	$249.17	+146.5%	COM	461202103
UBER	UBER TECHNOLOGIES INC	9,918	$698K	0.1%	$49.92	+39.2%	COM	90353T100
TXN	TEXAS INSTRS INC	3,604	$697K	0.1%	$123.93	+42.1%	COM	882508104
RBA	RB GLOBAL INC	9,043	$696K	0.1%	$56.52	+32.6%	COM	74935Q107
WMB	WILLIAMS COS INC	16,393	$692K	0.1%	$26.28	+43.5%	COM	969457100
VRSK	VERISK ANALYTICS INC	2,550	$691K	0.1%	$156.33	+54.9%	COM	92345Y106
TMO	THERMO FISHER SCIENTIFIC INC	1,252	$690K	0.1%	$325.03	+75.3%	COM	883556102
BDX	BECTON DICKINSON & CO	2,970	$686K	0.1%	$219.59	+3.8%	COM	075887109
—	ANSYS INC	2,116	$681K	0.1%	$280.24	—	COM	03662Q105
NFLX	NETFLIX INC	986	$675K	0.1%	$42.60	+46.6%	COM	64110L106
HII	HUNTINGTON INGALLS INDS INC	2,721	$675K	0.1%	$250.18	0.0%	COM	446413106
JNJ	JOHNSON & JOHNSON	4,567	$666K	0.1%	$112.67	+25.5%	COM	478160104
DELL	DELL TECHNOLOGIES INC	4,688	$654K	0.1%	$76.53	+70.7%	CL C	24703L202
IDXX	IDEXX LABS INC	1,308	$646K	0.1%	$414.38	+21.2%	COM	45168D104
PGR	PROGRESSIVE CORP	3,049	$644K	0.1%	$124.18	+55.2%	COM	743315103
SHV	ISHARES TR	5,756	$636K	0.1%	$110.48	—	SHORT TREAS BD	464288679
VNQ	VANGUARD INDEX FDS	7,464	$628K	0.1%	$82.81	—	REAL ESTATE ETF	922908553
GS	GOLDMAN SACHS GROUP INC	1,407	$627K	0.1%	$318.08	+33.2%	COM	38141G104
ZTS	ZOETIS INC	3,528	$623K	0.1%	$124.36	+31.4%	CL A	98978V103
ECL	ECOLAB INC	2,586	$620K	0.1%	$164.38	+38.2%	COM	278865100
VWO	VANGUARD INTL EQUITY INDEX F	14,128	$617K	0.1%	$40.05	—	FTSE EMR MKT ETF	922042858
ABBV	ABBVIE INC	3,620	$612K	0.1%	$64.39	+144.0%	COM	00287Y109
FTAI	FTAI AVIATION LTD	5,909	$602K	0.1%	$33.98	+130.1%	SHS	G3730V105
OKE	ONEOK INC NEW	7,365	$595K	0.1%	$58.37	+26.6%	COM	682680103
EMB	ISHARES TR	6,622	$591K	0.1%	$87.90	—	JPMORGAN USD EMG	464288281
CDNS	CADENCE DESIGN SYSTEM INC	1,918	$591K	0.1%	$296.08	0.0%	COM	127387108
LOW	LOWES COS INC	2,641	$580K	0.1%	$90.97	+143.3%	COM	548661107
CME	CME GROUP INC	2,959	$579K	0.1%	$183.39	+6.3%	COM	12572Q105
TSLA	TESLA INC	2,916	$576K	0.1%	$174.77	0.0%	COM	88160R101
RTX	RTX CORPORATION	5,692	$573K	0.1%	$65.59	+52.7%	COM	75513E101
CTAS	CINTAS CORP	797	$567K	0.1%	$62.85	+168.2%	COM	172908105
SYY	SYSCO CORP	7,808	$566K	0.1%	$69.69	+2.1%	COM	871829107
LOPE	GRAND CANYON ED INC	4,139	$557K	0.1%	$93.17	+47.9%	COM	38526M106
LYG	LLOYDS BANKING GROUP PLC	196,569	$554K	0.1%	$2.49	—	SPONSORED ADR	539439109
WDAY	WORKDAY INC	2,469	$551K	0.1%	$255.72	-5.9%	CL A	98138H101
TJX	TJX COS INC NEW	4,963	$549K	0.1%	$98.66	0.0%	COM	872540109
TTD	THE TRADE DESK INC	5,581	$548K	0.1%	$80.85	+11.6%	COM CL A	88339J105
JCI	JOHNSON CTLS INTL PLC	8,057	$540K	0.1%	$47.85	+37.5%	SHS	G51502105
PH	PARKER-HANNIFIN CORP	1,047	$528K	0.1%	$328.44	+60.7%	COM	701094104
FIS	FIDELITY NATL INFORMATION SV	6,978	$521K	0.1%	$89.48	-20.1%	COM	31620M106
WEC	WEC ENERGY GROUP INC	6,398	$502K	0.1%	$76.80	0.0%	COM	92939U106
T	AT&T INC	26,349	$494K	0.1%	$14.31	+12.9%	COM	00206R102
BCE	BCE INC	15,074	$488K	0.1%	$30.95	-6.1%	COM NEW	05534B760
PAYC	PAYCOM SOFTWARE INC	3,370	$478K	0.1%	$273.58	-38.1%	COM	70432V102
FND	FLOOR & DECOR HLDGS INC	4,668	$470K	0.1%	$94.40	+21.8%	CL A	339750101
MRVL	MARVELL TECHNOLOGY INC	6,832	$470K	0.1%	$68.54	+1.7%	COM	573874104
BR	BROADRIDGE FINL SOLUTIONS IN	2,318	$462K	0.1%	$141.03	+36.9%	COM	11133T103
ENSG	ENSIGN GROUP INC	3,723	$450K	0.1%	$84.01	+41.5%	COM	29358P101
ROST	ROSS STORES INC	3,051	$446K	0.1%	$83.58	+62.5%	COM	778296103
PEP	PEPSICO INC	2,668	$444K	0.1%	$162.33	0.0%	COM	713448108
PLD	PROLOGIS INC.	3,857	$429K	0.0%	$101.90	+2.5%	COM	74340W103
BN	BROOKFIELD CORP	10,289	$428K	0.0%	$21.91	+25.8%	CL A LTD VT SH	11271J107
TEAM	ATLASSIAN CORPORATION	2,468	$427K	0.0%	$167.41	+6.7%	CL A	049468101
EW	EDWARDS LIFESCIENCES CORP	4,502	$420K	0.0%	$67.68	+30.8%	COM	28176E108
IBM	INTERNATIONAL BUSINESS MACHS	2,444	$418K	0.0%	$128.04	+29.5%	COM	459200101
GNRC	GENERAC HLDGS INC	3,035	$413K	0.0%	$116.01	+19.1%	COM	368736104
GWRE	GUIDEWIRE SOFTWARE INC	2,995	$411K	0.0%	$105.93	+13.6%	COM	40171V100
ARES	ARES MANAGEMENT CORPORATION	2,877	$391K	0.0%	$73.16	+78.5%	CL A COM STK	03990B101
CB	CHUBB LIMITED	1,476	$387K	0.0%	$140.71	+79.6%	COM	H1467J104
FIVE	FIVE BELOW INC	3,484	$385K	0.0%	$137.26	+0.9%	COM	33829M101
VLTO	VERALTO CORP	3,947	$385K	0.0%	$74.03	+28.2%	COM SHS	92338C103
MSI	MOTOROLA SOLUTIONS INC	989	$382K	0.0%	$278.05	+27.5%	COM NEW	620076307
KVUE	KENVUE INC	20,588	$379K	0.0%	$20.53	-11.4%	COM	49177J102
WK	WORKIVA INC	5,096	$375K	0.0%	$90.66	-13.2%	COM CL A	98139A105
MO	ALTRIA GROUP INC	8,160	$371K	0.0%	$33.05	+18.3%	COM	02209S103
BEP	BROOKFIELD RENEWABLE PARTNER	14,137	$370K	0.0%	$35.31	—	PARTNERSHIP UNIT	G16258108
USB	US BANCORP DEL	9,300	$369K	0.0%	$35.29	+7.0%	COM NEW	902973304
DKS	DICKS SPORTING GOODS INC	1,672	$368K	0.0%	$96.75	+107.4%	COM	253393102
NXPI	NXP SEMICONDUCTORS N V	1,384	$367K	0.0%	$114.76	+117.9%	COM	N6596X109
AMP	AMERIPRISE FINL INC	823	$354K	0.0%	$390.78	+7.1%	COM	03076C106
MS	MORGAN STANLEY	3,682	$353K	0.0%	$56.62	+60.4%	COM NEW	617446448
VTV	VANGUARD INDEX FDS	2,172	$347K	0.0%	$94.37	—	VALUE ETF	922908744
KMB	KIMBERLY-CLARK CORP	2,442	$340K	0.0%	$104.81	+19.5%	COM	494368103
KNSL	KINSALE CAP GROUP INC	873	$337K	0.0%	$450.46	-10.1%	COM	49714P108
CSCO	CISCO SYS INC	7,093	$337K	0.0%	$40.19	+12.7%	COM	17275R102
EFV	ISHARES TR	6,283	$332K	0.0%	$46.72	—	EAFE VALUE ETF	464288877
DOC	HEALTHPEAK PROPERTIES INC	16,935	$326K	0.0%	$22.20	-22.2%	COM	42250P103
MDLZ	MONDELEZ INTL INC	4,875	$325K	0.0%	$57.14	+14.0%	CL A	609207105
GWW	GRAINGER W W INC	357	$323K	0.0%	$331.44	+179.9%	COM	384802104
BL	BLACKLINE INC	6,380	$305K	0.0%	$86.57	-36.6%	COM	09239B109
DG	DOLLAR GEN CORP NEW	2,288	$298K	0.0%	$115.93	+16.1%	COM	256677105
VBR	VANGUARD INDEX FDS	1,631	$296K	0.0%	$151.63	—	SM CP VAL ETF	922908611
TGT	TARGET CORP	2,001	$294K	0.0%	$138.52	+6.8%	COM	87612E106
PRVA	PRIVIA HEALTH GROUP INC	16,726	$286K	0.0%	$24.91	-28.9%	COM	74276R102
DOW	DOW INC	5,372	$285K	0.0%	$42.82	+19.6%	COM	260557103
PHM	PULTE GROUP INC	2,592	$284K	0.0%	$78.26	+43.2%	COM	745867101
ACN	ACCENTURE PLC IRELAND	931	$282K	0.0%	$308.76	-3.0%	SHS CLASS A	G1151C101
EWC	ISHARES INC	7,561	$281K	0.0%	$34.59	—	MSCI CDA ETF	464286509
MRSH	MARSH & MCLENNAN COS INC	1,332	$281K	0.0%	$81.01	+147.1%	COM	571748102
C	CITIGROUP INC	4,507	$277K	0.0%	$48.45	+21.2%	COM NEW	172967424
PAGP	PLAINS GP HLDGS L P	14,401	$269K	0.0%	$20.23	—	LTD PARTNR INT A	72651A207
BSX	BOSTON SCIENTIFIC CORP	3,490	$269K	0.0%	$47.25	+54.9%	COM	101137107
CRWD	CROWDSTRIKE HLDGS INC	692	$268K	0.0%	$306.18	+8.6%	CL A	22788C105
RGA	REINSURANCE GRP OF AMERICA I	1,281	$264K	0.0%	$157.04	+27.2%	COM NEW	759351604
AXP	AMERICAN EXPRESS CO	1,155	$264K	0.0%	$158.94	+43.0%	COM	025816109
PANW	PALO ALTO NETWORKS INC	762	$260K	0.0%	$157.74	-5.2%	COM	697435105
IGLB	ISHARES TR	5,014	$254K	0.0%	$52.94	—	10+ YR INVST GRD	464289511
CAH	CARDINAL HEALTH INC	2,543	$253K	0.0%	$95.72	+3.7%	COM	14149Y108
HLI	HOULIHAN LOKEY INC	1,881	$252K	0.0%	$46.61	+174.5%	CL A	441593100
NKE	NIKE INC	2,589	$244K	0.0%	$102.99	-12.9%	CL B	654106103
SCI	SERVICE CORP INTL	3,383	$243K	0.0%	$70.56	+0.6%	COM	817565104
STT	STATE STR CORP	3,214	$235K	0.0%	$66.80	+5.6%	COM	857477103
HWM	HOWMET AEROSPACE INC	2,838	$226K	0.0%	$61.00	+23.6%	COM	443201108
WSO	WATSCO INC	488	$225K	0.0%	$190.06	+140.5%	COM	942622200
LSTR	LANDSTAR SYS INC	1,219	$223K	0.0%	$194.26	—	COM	515098101
TRV	TRAVELERS COMPANIES INC	1,029	$213K	0.0%	$169.40	+23.3%	COM	89417E109
NVT	NVENT ELECTRIC PLC	2,766	$211K	0.0%	$76.18	0.0%	SHS	G6700G107
GPN	GLOBAL PMTS INC	2,205	$209K	0.0%	$138.18	-21.7%	COM	37940X102
FICO	FAIR ISAAC CORP	141	$208K	0.0%	$1292.47	0.0%	COM	303250104
TMUS	T-MOBILE US INC	1,140	$202K	0.0%	$163.58	0.0%	COM	872590104
TPR	TAPESTRY INC	4,848	$202K	0.0%	$32.17	+25.3%	COM	876030107
ET	ENERGY TRANSFER L P	10,150	$163K	0.0%	$16.03	—	COM UT LTD PTN	29273V100
HBAN	HUNTINGTON BANCSHARES INC	11,875	$152K	0.0%	$11.40	+10.1%	COM	446150104
HLMN	HILLMAN SOLUTIONS CORP	16,841	$148K	0.0%	$9.77	-3.5%	COM	431636109
—	LESLIES INC	16,474	$69,191	0.0%	$17.35	—	COM	527064109