Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
NVDA	NVIDIA CORPORATION	2,020,315	$377M	12.7%	$93.85	+98.3%	COM	67066G104
MSFT	MICROSOFT CORP	615,481	$298M	10.1%	$251.05	+99.4%	COM	594918104
AAPL	APPLE INC	875,781	$238M	8.0%	$140.48	+91.0%	COM	037833100
GOOGL	ALPHABET INC	590,609	$185M	6.2%	$133.82	+113.4%	CAP STK CL A	02079K305
AMZN	AMAZON COM INC	675,789	$156M	5.3%	$141.24	+62.0%	COM	023135106
LLY	ELI LILLY & CO	106,375	$114M	3.9%	$344.44	+177.4%	COM	532457108
META	META PLATFORMS INC	172,142	$114M	3.8%	$335.81	+98.7%	CL A	30303M102
AVGO	BROADCOM INC	295,485	$102M	3.5%	$192.53	+85.4%	COM	11135F101
V	VISA INC	253,919	$89.05M	3.0%	$215.57	+57.9%	COM CL A	92826C839
RCL	ROYAL CARIBBEAN GROUP	285,010	$79.49M	2.7%	$69.17	+307.1%	COM	V7780T103
GE	GE AEROSPACE	254,833	$78.5M	2.7%	$145.61	+106.6%	COM NEW	369604301
NFLX	NETFLIX INC	628,500	$58.93M	2.0%	$103.88	+3.8%	COM	64110L106
FICO	FAIR ISAAC CORP	34,192	$57.81M	2.0%	$695.78	+147.4%	COM	303250104
GEV	GE VERNOVA INC	83,151	$54.34M	1.8%	$244.45	+149.2%	COM	36828A101
ISRG	INTUITIVE SURGICAL INC	90,622	$51.32M	1.7%	$258.92	+105.6%	COM NEW	46120E602
PLTR	PALANTIR TECHNOLOGIES INC	246,694	$43.85M	1.5%	$105.77	+71.2%	CL A	69608A108
APP	APPLOVIN CORP	55,693	$37.53M	1.3%	$510.84	+23.3%	COM CL A	03831W108
ADSK	AUTODESK INC	111,913	$33.13M	1.1%	$198.57	+52.4%	COM	052769106
VMC	VULCAN MATLS CO	110,609	$31.55M	1.1%	$169.96	+72.5%	COM	929160109
LVS	LAS VEGAS SANDS CORP	388,980	$25.32M	0.9%	$42.08	+45.4%	COM	517834107
MELI	MERCADOLIBRE INC	11,876	$23.92M	0.8%	$1875.41	+12.0%	COM	58733R102
HON	HONEYWELL INTL INC	113,477	$22.14M	0.7%	$158.61	+23.0%	COM	438516106
ASML	ASML HOLDING N V	18,091	$19.35M	0.7%	$610.37	—	N Y REGISTRY SHS	N07059210
WDAY	WORKDAY INC	77,864	$16.72M	0.6%	$164.03	+38.5%	CL A	98138H101
GOOG	ALPHABET INC	46,212	$14.5M	0.5%	$132.44	+116.2%	CAP STK CL C	02079K107
HWM	HOWMET AEROSPACE INC	68,465	$14.04M	0.5%	$152.60	+30.4%	COM	443201108
MA	MASTERCARD INCORPORATED	24,381	$13.92M	0.5%	$225.06	+148.4%	CL A	57636Q104
NET	CLOUDFLARE INC	70,044	$13.81M	0.5%	$149.03	+41.9%	CL A COM	18915M107
COST	COSTCO WHSL CORP NEW	15,774	$13.6M	0.5%	$269.56	+236.0%	COM	22160K105
VRT	VERTIV HOLDINGS CO	83,930	$13.6M	0.5%	$36.88	+370.6%	COM CL A	92537N108
PWR	QUANTA SVCS INC	31,086	$13.12M	0.4%	$140.89	+211.8%	COM	74762E102
MPWR	MONOLITHIC PWR SYS INC	12,895	$11.69M	0.4%	$496.40	+93.5%	COM	609839105
COR	CENCORA INC	33,435	$11.29M	0.4%	$142.30	+139.4%	COM	03073E105
HLT	HILTON WORLDWIDE HLDGS INC	37,991	$10.91M	0.4%	$241.55	+12.7%	COM	43300A203
VST	VISTRA CORP	67,476	$10.89M	0.4%	$107.65	+69.0%	COM	92840M102
ARM	ARM HOLDINGS PLC	99,136	$10.84M	0.4%	$127.77	—	SPONSORED ADS	042068205
TJX	TJX COS INC NEW	67,234	$10.33M	0.3%	$56.44	+161.7%	COM	872540109
RDDT	REDDIT INC	41,953	$9.644M	0.3%	$157.32	+33.7%	CL A	75734B100
SPGI	S&P GLOBAL INC	18,203	$9.513M	0.3%	$267.44	+84.8%	COM	78409V104
AXP	AMERICAN EXPRESS CO	24,917	$9.218M	0.3%	$139.35	+156.2%	COM	025816109
CVNA	CARVANA CO	21,629	$9.128M	0.3%	$312.24	+19.1%	CL A	146869102
IDXX	IDEXX LABS INC	13,035	$8.819M	0.3%	$413.50	+64.7%	COM	45168D104
ARES	ARES MANAGEMENT CORPORATION	52,573	$8.497M	0.3%	$146.75	+5.6%	CL A COM STK	03990B101
WMT	WALMART INC	67,775	$7.551M	0.3%	$46.78	+129.2%	COM	931142103
JPM	JPMORGAN CHASE & CO.	22,865	$7.368M	0.2%	$91.40	+238.7%	COM	46625H100
WAB	WABTEC	34,232	$7.307M	0.2%	$88.60	+131.8%	COM	929740108
MSCI	MSCI INC	12,631	$7.247M	0.2%	$450.68	+24.3%	COM	55354G100
ALNY	ALNYLAM PHARMACEUTICALS INC	17,964	$7.143M	0.2%	$221.57	+99.7%	COM	02043Q107
ROK	ROCKWELL AUTOMATION INC	18,314	$7.125M	0.2%	$293.21	+28.0%	COM	773903109
CRWD	CROWDSTRIKE HLDGS INC	15,083	$7.07M	0.2%	$321.51	+58.4%	CL A	22788C105
AXON	AXON ENTERPRISE INC	12,271	$6.969M	0.2%	$319.14	+94.4%	COM	05464C101
TT	TRANE TECHNOLOGIES PLC	17,533	$6.824M	0.2%	$217.72	+90.0%	SHS	G8994E103
EXPE	EXPEDIA GROUP INC	23,675	$6.707M	0.2%	$246.88	0.0%	COM NEW	30212P303
DDOG	DATADOG INC	48,218	$6.557M	0.2%	$97.72	+61.7%	CL A COM	23804L103
MCK	MCKESSON CORP	7,954	$6.525M	0.2%	$419.15	+94.6%	COM	58155Q103
BKNG	BOOKING HOLDINGS INC	1,166	$6.244M	0.2%	$2449.93	+109.7%	COM	09857L108
VRSK	VERISK ANALYTICS INC	27,871	$6.234M	0.2%	$250.89	-10.2%	COM	92345Y106
RBLX	ROBLOX CORP	76,019	$6.16M	0.2%	$80.41	+32.0%	CL A	771049103
TEL	TE CONNECTIVITY PLC	26,044	$5.925M	0.2%	$149.09	+55.1%	ORD SHS	G87052109
URI	UNITED RENTALS INC	7,144	$5.782M	0.2%	$291.30	+197.7%	COM	911363109
ETN	EATON CORP PLC	17,696	$5.636M	0.2%	$226.30	+56.6%	SHS	G29183103
ULTA	ULTA BEAUTY INC	9,244	$5.593M	0.2%	$419.96	+30.9%	COM	90384S303
FITB	FIFTH THIRD BANCORP	111,822	$5.234M	0.2%	$29.21	+49.4%	COM	316773100
LPLA	LPL FINL HLDGS INC	14,579	$5.207M	0.2%	$259.83	+36.1%	COM	50212V100
SN	SHARKNINJA INC	46,270	$5.178M	0.2%	$94.88	+3.9%	COM SHS	G8068L108
DKNG	DRAFTKINGS INC NEW	150,079	$5.172M	0.2%	$23.94	+37.4%	COM CL A	26142V105
ORCL	ORACLE CORP	25,864	$5.041M	0.2%	$108.14	+120.1%	COM	68389X105
JLL	JONES LANG LASALLE INC	14,626	$4.921M	0.2%	$248.32	+26.2%	COM	48020Q107
BAC	BANK AMERICA CORP	85,001	$4.675M	0.2%	$26.04	+102.2%	COM	060505104
CPNG	COUPANG INC	196,856	$4.644M	0.2%	$25.67	+10.9%	CL A	22266T109
LYV	LIVE NATION ENTERTAINMENT IN	32,032	$4.565M	0.2%	$107.45	+33.7%	COM	538034109
BURL	BURLINGTON STORES INC	15,787	$4.56M	0.2%	$223.37	+21.4%	COM	122017106
NRG	NRG ENERGY INC	28,462	$4.532M	0.2%	$131.52	+25.7%	COM NEW	629377508
SPOT	SPOTIFY TECHNOLOGY S A	7,741	$4.495M	0.2%	$431.38	+44.9%	SHS	L8681T102
PODD	INSULET CORP	15,620	$4.44M	0.1%	$238.80	+30.9%	COM	45784P101
TPR	TAPESTRY INC	34,495	$4.407M	0.1%	$75.57	+50.9%	COM	876030107
HUBS	HUBSPOT INC	10,960	$4.398M	0.1%	$408.83	+1.3%	COM	443573100
ADI	ANALOG DEVICES INC	16,131	$4.375M	0.1%	$146.76	+70.8%	COM	032654105
JBL	JABIL INC	18,989	$4.33M	0.1%	$162.76	+31.0%	COM	466313103
LRCX	LAM RESEARCH CORP	25,049	$4.288M	0.1%	$75.59	+105.5%	COM NEW	512807306
AMAT	APPLIED MATLS INC	16,589	$4.263M	0.1%	$99.39	+141.0%	COM	038222105
ORLY	OREILLY AUTOMOTIVE INC	46,565	$4.247M	0.1%	$88.76	+10.1%	COM	67103H107
UNP	UNION PAC CORP	18,062	$4.178M	0.1%	$207.57	+9.5%	COM	907818108
TSCO	TRACTOR SUPPLY CO	83,482	$4.175M	0.1%	$52.93	+1.5%	COM	892356106
SPY	SPDR S&P 500 ETF TR	6,045	$4.122M	0.1%	$264.29	—	TR UNIT	78462F103
FERG	FERGUSON ENTERPRISES INC	18,507	$4.12M	0.1%	$198.19	+20.1%	COMMON STOCK NEW	31488V107
TSLA	TESLA INC	9,156	$4.118M	0.1%	$275.75	+60.8%	COM	88160R101
RSG	REPUBLIC SVCS INC	19,327	$4.096M	0.1%	$59.26	+262.1%	COM	760759100
MTD	METTLER TOLEDO INTERNATIONAL	2,874	$4.007M	0.1%	$1077.40	+29.6%	COM	592688105
FN	FABRINET	8,725	$3.972M	0.1%	$193.38	+125.0%	SHS	G3323L100
IBM	INTERNATIONAL BUSINESS MACHS	13,335	$3.95M	0.1%	$126.80	+135.6%	COM	459200101
MCD	MCDONALDS CORP	12,494	$3.819M	0.1%	$136.64	+123.3%	COM	580135101
STRL	STERLING INFRASTRUCTURE INC	12,383	$3.792M	0.1%	$215.67	+59.8%	COM	859241101
MCHP	MICROCHIP TECHNOLOGY INC.	59,271	$3.777M	0.1%	$54.93	+11.7%	COM	595017104
XYL	XYLEM INC	27,618	$3.761M	0.1%	$119.20	+20.5%	COM	98419M100
VEEV	VEEVA SYS INC	16,779	$3.746M	0.1%	$210.15	+26.3%	CL A COM	922475108
DRI	DARDEN RESTAURANTS INC	20,250	$3.726M	0.1%	$178.25	+2.2%	COM	237194105
RL	RALPH LAUREN CORP	10,332	$3.653M	0.1%	$297.00	+14.5%	CL A	751212101
SGI	SOMNIGROUP INTERNATIONAL INC	40,837	$3.646M	0.1%	$87.36	0.0%	COM	88023U101
NTRA	NATERA INC	15,524	$3.556M	0.1%	$92.51	+125.5%	COM	632307104
DXCM	DEXCOM INC	53,301	$3.538M	0.1%	$83.53	-22.6%	COM	252131107
ROP	ROPER TECHNOLOGIES INC	7,858	$3.498M	0.1%	$277.96	+66.3%	COM	776696106
ALAB	ASTERA LABS INC	20,798	$3.46M	0.1%	$165.75	+0.9%	COM	04626A103
INSM	INSMED INC	19,584	$3.408M	0.1%	$182.48	0.0%	COM PAR $.01	457669307
CB	CHUBB LIMITED	10,914	$3.406M	0.1%	$224.89	+30.0%	COM	H1467J104
WFC	WELLS FARGO CO NEW	36,199	$3.374M	0.1%	$49.97	+73.4%	COM	949746101
RTX	RTX CORPORATION	18,223	$3.342M	0.1%	$117.61	+47.4%	COM	75513E101
ZG	ZILLOW GROUP INC	48,210	$3.289M	0.1%	$52.05	+35.1%	CL A	98954M101
ENTG	ENTEGRIS INC	38,900	$3.277M	0.1%	$96.06	-9.7%	COM	29362U104
HOOD	ROBINHOOD MKTS INC	28,928	$3.272M	0.1%	$26.23	+395.8%	COM CL A	770700102
FANG	DIAMONDBACK ENERGY INC	21,431	$3.222M	0.1%	$108.10	+36.0%	COM	25278X109
TKO	TKO GROUP HOLDINGS INC	14,896	$3.113M	0.1%	$170.18	+13.9%	CL A	87256C101
QCOM	QUALCOMM INC	17,346	$2.967M	0.1%	$81.62	+109.2%	COM	747525103
NBIX	NEUROCRINE BIOSCIENCES INC	20,273	$2.875M	0.1%	$120.77	+20.0%	COM	64125C109
HD	HOME DEPOT INC	8,320	$2.863M	0.1%	$154.71	+135.7%	COM	437076102
RACE	FERRARI N V	7,429	$2.745M	0.1%	$382.81	+4.5%	COM	N3167Y103
MRK	MERCK & CO INC	26,005	$2.737M	0.1%	$57.79	+61.3%	COM	58933Y105
DHI	D R HORTON INC	18,846	$2.714M	0.1%	$156.55	-2.9%	COM	23331A109
AFRM	AFFIRM HLDGS INC	35,570	$2.647M	0.1%	$75.44	-4.6%	COM CL A	00827B106
WING	WINGSTOP INC	11,092	$2.645M	0.1%	$117.28	+111.2%	COM	974155103
HCA	HCA HEALTHCARE INC	5,473	$2.555M	0.1%	$193.55	+139.6%	COM	40412C101
CRS	CARPENTER TECHNOLOGY CORP	7,865	$2.476M	0.1%	$218.80	+37.4%	COM	144285103
CBRE	CBRE GROUP INC	14,788	$2.378M	0.1%	$154.74	+1.6%	CL A	12504L109
DE	DEERE & CO	5,055	$2.353M	0.1%	$212.06	+120.5%	COM	244199105
EHC	ENCOMPASS HEALTH CORP	21,689	$2.302M	0.1%	$114.10	+1.4%	COM	29261A100
CAT	CATERPILLAR INC	3,905	$2.237M	0.1%	$439.10	+26.5%	COM	149123101
EMR	EMERSON ELEC CO	16,645	$2.209M	0.1%	$71.48	+85.2%	COM	291011104
APH	AMPHENOL CORP NEW	16,211	$2.191M	0.1%	$109.40	+22.1%	CL A	032095101
CRM	SALESFORCE INC	8,267	$2.19M	0.1%	$173.98	+42.6%	COM	79466L302
CTAS	CINTAS CORP	11,553	$2.173M	0.1%	$170.48	+10.4%	COM	172908105
CHRW	C H ROBINSON WORLDWIDE INC	13,015	$2.092M	0.1%	$147.32	0.0%	COM NEW	12541W209
TMO	THERMO FISHER SCIENTIFIC INC	3,609	$2.091M	0.1%	$243.53	+132.1%	COM	883556102
APO	APOLLO GLOBAL MGMT INC	14,029	$2.031M	0.1%	$63.70	+108.1%	COM	03769M106
MRVL	MARVELL TECHNOLOGY INC	23,602	$2.006M	0.1%	$62.68	+39.5%	COM	573874104
DECK	DECKERS OUTDOOR CORP	18,724	$1.941M	0.1%	$110.45	-15.1%	COM	243537107
SYK	STRYKER CORPORATION	5,200	$1.828M	0.1%	$281.34	+29.2%	COM	863667101
COF	CAPITAL ONE FINL CORP	7,504	$1.819M	0.1%	$181.15	+22.7%	COM	14040H105
CRCL	CIRCLE INTERNET GROUP INC	22,346	$1.772M	0.1%	$103.35	0.0%	COM CL A	172573107
TXN	TEXAS INSTRS INC	9,909	$1.719M	0.1%	$171.53	-0.5%	COM	882508104
CI	THE CIGNA GROUP	6,156	$1.694M	0.1%	$190.77	+46.4%	COM	125523100
GEHC	GE HEALTHCARE TECHNOLOGIES I	20,124	$1.651M	0.1%	$82.78	-5.9%	COMMON STOCK	36266G107
NOW	SERVICENOW INC	10,526	$1.612M	0.1%	$174.52	-1.7%	COM	81762P102
SLM	SLM CORP	59,342	$1.606M	0.1%	$30.54	-10.2%	COM	78442P106
PH	PARKER-HANNIFIN CORP	1,752	$1.54M	0.1%	$615.29	+32.9%	COM	701094104
MTB	M & T BK CORP	7,614	$1.534M	0.1%	$190.72	-0.3%	COM	55261F104
PGR	PROGRESSIVE CORP	6,623	$1.508M	0.1%	$96.33	+120.4%	COM	743315103
YUM	YUM BRANDS INC	9,055	$1.37M	0.0%	$118.28	+24.8%	COM	988498101
SOLS	SOLSTICE ADVANCED MATLS INC	26,806	$1.302M	0.0%	$47.08	0.0%	COM SHS	83443Q103
U	UNITY SOFTWARE INC	27,613	$1.22M	0.0%	$40.75	0.0%	COM	91332U101
ZTS	ZOETIS INC	8,841	$1.112M	0.0%	$157.38	-17.2%	CL A	98978V103
AVAV	AEROVIRONMENT INC	4,460	$1.079M	0.0%	$259.60	+21.1%	COM	008073108
BSX	BOSTON SCIENTIFIC CORP	9,987	$952K	0.0%	$47.13	+108.0%	COM	101137107
ABBV	ABBVIE INC	4,037	$922K	0.0%	$78.15	+191.2%	COM	00287Y109
KKR	KKR & CO INC	7,187	$916K	0.0%	$27.09	+358.9%	COM	48251W104
PCLO	VIRTUS ETF TR II	36,000	$899K	0.0%	$25.04	—	SEIX AAA PRIVAAT	92790A850
ONTO	ONTO INNOVATION INC	5,560	$878K	0.0%	$194.05	-26.8%	COM	683344105
LULU	LULULEMON ATHLETICA INC	3,847	$799K	0.0%	$303.83	-40.4%	COM	550021109
LSCC	LATTICE SEMICONDUCTOR CORP	10,474	$771K	0.0%	$92.20	—	COM	518415104
EFX	EQUIFAX INC	3,522	$764K	0.0%	$252.97	-13.6%	COM	294429105
EXE	EXPAND ENERGY CORPORATION	6,887	$760K	0.0%	$109.10	+1.4%	COM	165167735
CSCO	CISCO SYS INC	8,736	$673K	0.0%	$33.46	+120.6%	COM	17275R102
T	AT&T INC	21,849	$543K	0.0%	$14.97	+68.9%	COM	00206R102
XOM	EXXON MOBIL CORP	4,345	$523K	0.0%	$55.80	+107.0%	COM	30231G102
PM	PHILIP MORRIS INTL INC	3,212	$515K	0.0%	$68.70	+123.6%	COM	718172109
KLAC	KLA CORP	424	$515K	0.0%	$98.66	+1087.8%	COM NEW	482480100
JNJ	JOHNSON & JOHNSON	2,471	$511K	0.0%	$108.36	+81.8%	COM	478160104
OXY	OCCIDENTAL PETE CORP	10,713	$441K	0.0%	$57.32	-27.5%	COM	674599105
VZ	VERIZON COMMUNICATIONS INC	10,687	$435K	0.0%	$35.84	+12.9%	COM	92343V104
AMGN	AMGEN INC	1,245	$408K	0.0%	$144.43	+118.8%	COM	031162100
CVX	CHEVRON CORP NEW	2,615	$399K	0.0%	$85.03	+78.1%	COM	166764100
KO	COCA COLA CO	5,209	$364K	0.0%	$35.07	+97.9%	COM	191216100
PG	PROCTER AND GAMBLE CO	2,513	$360K	0.0%	$67.87	+116.8%	COM	742718109
MO	ALTRIA GROUP INC	5,966	$344K	0.0%	$36.57	+62.3%	COM	02209S103
C	CITIGROUP INC	2,906	$339K	0.0%	$53.97	+92.0%	COM NEW	172967424
STX	SEAGATE TECHNOLOGY HLDNGS PL	1,187	$327K	0.0%	$77.58	+233.7%	ORD SHS	G7997R103
BMY	BRISTOL-MYERS SQUIBB CO	5,887	$318K	0.0%	$48.91	-2.8%	COM	110122108
UNH	UNITEDHEALTH GROUP INC	921	$304K	0.0%	$457.35	-26.3%	COM	91324P102
GS	GOLDMAN SACHS GROUP INC	321	$282K	0.0%	$218.41	+272.4%	COM	38141G104
AFL	AFLAC INC	2,462	$271K	0.0%	$36.79	+198.6%	COM	001055102
GLW	CORNING INC	2,935	$257K	0.0%	$23.21	+270.4%	COM	219350105
PFE	PFIZER INC	9,981	$249K	0.0%	$28.46	-12.0%	COM	717081103
MS	MORGAN STANLEY	1,357	$241K	0.0%	$43.68	+281.1%	COM NEW	617446448
PAYX	PAYCHEX INC	2,108	$236K	0.0%	$52.37	+122.5%	COM	704326107
WM	WASTE MGMT INC DEL	1,044	$229K	0.0%	$154.92	+37.2%	COM	94106L109
DUK	DUKE ENERGY CORP NEW	1,886	$221K	0.0%	$56.05	+116.9%	COM NEW	26441C204
MMM	3M CO	1,342	$215K	0.0%	$143.54	+13.7%	COM	88579Y101
ABT	ABBOTT LABS	1,663	$208K	0.0%	$97.28	+30.9%	COM	002824100
PRU	PRUDENTIAL FINL INC	1,838	$207K	0.0%	$79.88	+33.3%	COM	744320102
BA	BOEING CO	904	$196K	0.0%	$167.69	+22.6%	COM	097023105
CAH	CARDINAL HEALTH INC	939	$193K	0.0%	$54.18	+246.5%	COM	14149Y108
IEUS	ISHARES TR	2,753	$189K	0.0%	$57.79	—	DEVSMCP EXNA ETF	464288497
MDT	MEDTRONIC PLC	1,932	$186K	0.0%	$67.34	+44.3%	SHS	G5960L103
CMI	CUMMINS INC	354	$181K	0.0%	$139.76	+233.7%	COM	231021106
GILD	GILEAD SCIENCES INC	1,411	$173K	0.0%	$58.84	+105.4%	COM	375558103
PEP	PEPSICO INC	1,146	$164K	0.0%	$102.06	+43.0%	COM	713448108
PNW	PINNACLE WEST CAP CORP	1,808	$160K	0.0%	$57.86	+54.2%	COM	723484101
NEE	NEXTERA ENERGY INC	1,944	$156K	0.0%	$60.16	+37.1%	COM	65339F101
HPQ	HP INC	6,925	$154K	0.0%	$17.36	+45.5%	COM	40434L105
PFG	PRINCIPAL FINANCIAL GROUP IN	1,747	$154K	0.0%	$52.14	+60.9%	COM	74251V102
SPG	SIMON PPTY GROUP INC NEW	821	$152K	0.0%	$86.59	+107.9%	COM	828806109
SO	SOUTHERN CO	1,727	$151K	0.0%	$37.84	+140.2%	COM	842587107
F	FORD MTR CO	11,329	$149K	0.0%	$9.16	+40.1%	COM	345370860
WMB	WILLIAMS COS INC	2,458	$148K	0.0%	$19.06	+215.0%	COM	969457100
NEM	NEWMONT CORP	1,475	$147K	0.0%	$51.24	+76.0%	COM	651639106
ETR	ENTERGY CORP NEW	1,580	$146K	0.0%	$49.40	+91.4%	COM	29364G103
BRK/B	BERKSHIRE HATHAWAY INC DEL	283	$142K	0.0%	$205.04	+142.6%	CL B NEW	084670702
IP	INTERNATIONAL PAPER CO	3,570	$141K	0.0%	$38.94	+4.9%	COM	460146103
SBUX	STARBUCKS CORP	1,604	$135K	0.0%	$51.93	+61.9%	COM	855244109
LMT	LOCKHEED MARTIN CORP	277	$134K	0.0%	$275.43	+72.9%	COM	539830109
SNAP	SNAP INC	16,481	$133K	0.0%	$36.24	-78.2%	CL A	83304A106
KMI	KINDER MORGAN INC DEL	4,802	$132K	0.0%	$12.35	+117.9%	COM	49456B101
PLD	PROLOGIS INC.	1,025	$131K	0.0%	$69.26	+78.8%	COM	74340W103
BLK	BLACKROCK INC	119	$127K	0.0%	$991.05	+9.9%	COM	09290D101
TFC	TRUIST FINL CORP	2,587	$127K	0.0%	$46.73	-2.0%	COM	89832Q109
MET	METLIFE INC	1,593	$126K	0.0%	$37.04	+113.1%	COM	59156R108
OMC	OMNICOM GROUP INC	1,536	$124K	0.0%	$74.36	+1.9%	COM	681919106
PPL	PPL CORP	3,286	$115K	0.0%	$22.23	+61.2%	COM	69351T106
GM	GENERAL MTRS CO	1,352	$110K	0.0%	$35.73	+97.0%	COM	37045V100
PSA	PUBLIC STORAGE OPER CO	414	$107K	0.0%	$278.08	-0.3%	COM	74460D109
IRM	IRON MTN INC DEL	1,292	$107K	0.0%	$32.75	+183.3%	COM	46284V101
TGT	TARGET CORP	1,084	$106K	0.0%	$96.39	-4.9%	COM	87612E106
—	AMCOR PLC	12,018	$100K	0.0%	$8.88	-7.0%	ORD	G0250X107
KHC	KRAFT HEINZ CO	4,108	$99,619	0.0%	$32.89	-25.1%	COM	500754106
UPS	UNITED PARCEL SERVICE INC	958	$95,024	0.0%	$155.02	-40.2%	CL B	911312106
CME	CME GROUP INC	347	$94,759	0.0%	$121.09	+123.6%	COM	12572Q105
JCI	JOHNSON CTLS INTL PLC	786	$94,124	0.0%	$29.71	+286.5%	SHS	G51502105
COP	CONOCOPHILLIPS	999	$93,516	0.0%	$52.96	+70.0%	COM	20825C104
PNC	PNC FINL SVCS GROUP INC	447	$93,302	0.0%	$118.19	+63.1%	COM	693475105
D	DOMINION ENERGY INC	1,591	$93,217	0.0%	$52.85	+13.1%	COM	25746U109
HPE	HEWLETT PACKARD ENTERPRISE C	3,879	$93,174	0.0%	$13.27	+76.6%	COM	42824C109
VLO	VALERO ENERGY CORP	571	$92,953	0.0%	$98.89	+70.7%	COM	91913Y100
CVS	CVS HEALTH CORP	1,169	$92,772	0.0%	$55.89	+40.8%	COM	126650100
GD	GENERAL DYNAMICS CORP	274	$92,245	0.0%	$172.36	+97.8%	COM	369550108
CMCSA	COMCAST CORP NEW	3,038	$90,806	0.0%	$33.26	-14.2%	CL A	20030N101
ELV	ELEVANCE HEALTH INC FORMERLY	257	$90,091	0.0%	$211.75	+59.0%	COM	036752103
BK	BANK NEW YORK MELLON CORP	774	$89,854	0.0%	$43.95	+151.4%	COM	064058100
ADP	AUTOMATIC DATA PROCESSING IN	338	$86,944	0.0%	$98.61	+168.6%	COM	053015103
CCI	CROWN CASTLE INC	974	$86,559	0.0%	$103.09	-11.6%	COM	22822V101
GPC	GENUINE PARTS CO	689	$84,719	0.0%	$76.83	+67.5%	COM	372460105
USB	US BANCORP DEL	1,575	$84,042	0.0%	$39.92	+22.1%	COM NEW	902973304
CNP	CENTERPOINT ENERGY INC	2,144	$82,201	0.0%	$21.46	+81.1%	COM	15189T107
TRV	TRAVELERS COMPANIES INC	279	$80,927	0.0%	$117.60	+138.6%	COM	89417E109
MPC	MARATHON PETE CORP	496	$80,664	0.0%	$53.75	+246.8%	COM	56585A102
MCO	MOODYS CORP	157	$80,203	0.0%	$151.00	+222.8%	COM	615369105
CSX	CSX CORP	2,199	$79,714	0.0%	$26.24	+36.0%	COM	126408103
NSC	NORFOLK SOUTHN CORP	275	$79,398	0.0%	$122.70	+135.2%	COM	655844108
LYB	LYONDELLBASELL INDUSTRIES N	1,788	$77,420	0.0%	$68.18	-34.8%	SHS - A -	N53745100
CTVA	CORTEVA INC	1,138	$76,280	0.0%	$59.65	+8.2%	COM	22052L104
ITW	ILLINOIS TOOL WKS INC	304	$74,875	0.0%	$136.67	+81.1%	COM	452308109
AMP	AMERIPRISE FINL INC	152	$74,532	0.0%	$139.94	+238.6%	COM	03076C106
MDLZ	MONDELEZ INTL INC	1,368	$73,639	0.0%	$37.36	+52.7%	CL A	609207105
CEG	CONSTELLATION ENERGY CORP	207	$73,127	0.0%	$47.25	+668.7%	COM	21037T109
PEG	PUBLIC SVC ENTERPRISE GRP IN	910	$73,073	0.0%	$37.56	+115.9%	COM	744573106
HAS	HASBRO INC	889	$72,898	0.0%	$52.77	+47.9%	COM	418056107
DOC	HEALTHPEAK PROPERTIES INC	4,479	$72,022	0.0%	$22.42	-22.1%	COM	42250P103
STT	STATE STR CORP	548	$70,697	0.0%	$68.48	+73.7%	COM	857477103
OKE	ONEOK INC NEW	953	$70,046	0.0%	$47.52	+48.3%	COM	682680103
DOW	DOW INC	2,988	$69,859	0.0%	$41.50	-45.1%	COM	260557103
IVZ	INVESCO LTD	2,649	$69,589	0.0%	$23.62	+3.0%	SHS	G491BT108
APD	AIR PRODS & CHEMS INC	277	$68,425	0.0%	$145.51	+72.9%	COM	009158106
AVB	AVALONBAY CMNTYS INC	375	$67,991	0.0%	$124.68	+44.2%	COM	053484101
CL	COLGATE PALMOLIVE CO	853	$67,404	0.0%	$61.99	+26.3%	COM	194162103
AMT	AMERICAN TOWER CORP NEW	382	$67,068	0.0%	$157.47	+14.5%	COM	03027X100
AVY	AVERY DENNISON CORP	368	$66,932	0.0%	$100.63	+71.2%	COM	053611109
NKE	NIKE INC	1,048	$66,768	0.0%	$59.62	+8.9%	CL B	654106103
MRSH	MARSH & MCLENNAN COS INC	358	$66,416	0.0%	$73.68	+153.0%	COM	571748102
ICE	INTERCONTINENTAL EXCHANGE IN	404	$65,432	0.0%	$66.15	+136.1%	COM	45866F104
WELL	WELLTOWER INC	348	$64,592	0.0%	$42.96	+334.0%	COM	95040Q104
BBY	BEST BUY INC	890	$59,568	0.0%	$63.23	+19.3%	COM	086516101
DAL	DELTA AIR LINES INC DEL	820	$56,908	0.0%	$52.52	+18.9%	COM NEW	247361702
AIG	AMERICAN INTL GROUP INC	665	$56,891	0.0%	$44.24	+80.1%	COM NEW	026874784
HBAN	HUNTINGTON BANCSHARES INC	3,217	$55,815	0.0%	$12.45	+30.8%	COM	446150104
EOG	EOG RES INC	528	$55,445	0.0%	$80.82	+32.7%	COM	26875P101
TAP	MOLSON COORS BEVERAGE CO	1,150	$53,682	0.0%	$34.73	+31.8%	CL B	60871R209
WHR	WHIRLPOOL CORP	740	$53,384	0.0%	$128.08	-42.4%	COM	963320106
AEP	AMERICAN ELEC PWR CO INC	439	$50,621	0.0%	$66.63	+76.7%	COM	025537101
BX	BLACKSTONE INC	315	$48,554	0.0%	$133.67	+13.3%	COM	09260D107
SLB	SLB LIMITED	1,257	$48,244	0.0%	$51.50	-30.0%	COM STK	806857108
LOW	LOWES COS INC	195	$47,026	0.0%	$236.16	+1.6%	COM	548661107
EQIX	EQUINIX INC	60	$45,970	0.0%	$377.66	+106.8%	COM	29444U700
O	REALTY INCOME CORP	796	$44,871	0.0%	$47.44	+20.9%	COM	756109104
PCAR	PACCAR INC	397	$43,475	0.0%	$44.55	+127.2%	COM	693718108
LIN	LINDE PLC	100	$42,639	0.0%	$422.36	+1.2%	SHS	G54950103
BXP	BXP INC	614	$41,433	0.0%	$67.96	+3.6%	COM	101121101
TROW	PRICE T ROWE GROUP INC	381	$39,007	0.0%	$82.41	+24.0%	COM	74144T108
MAR	MARRIOTT INTL INC NEW	125	$38,780	0.0%	$229.79	+24.2%	CL A	571903202
VICI	VICI PPTYS INC	1,260	$35,431	0.0%	$26.85	+9.2%	COM	925652109
ADM	ARCHER DANIELS MIDLAND CO	616	$35,414	0.0%	$31.91	+86.4%	COM	039483102
GIS	GENERAL MLS INC	748	$34,782	0.0%	$41.03	+15.7%	COM	370334104
EIX	EDISON INTL	550	$33,011	0.0%	$53.57	+7.0%	COM	281020107
DOCU	DOCUSIGN INC	478	$32,695	0.0%	$217.44	-68.2%	COM	256163106
COIN	COINBASE GLOBAL INC	142	$32,112	0.0%	$244.54	+21.9%	COM CL A	19260Q107
WEC	WEC ENERGY GROUP INC	290	$30,583	0.0%	$48.22	+128.7%	COM	92939U106
CCL	CARNIVAL CORP	944	$28,830	0.0%	$60.17	-53.7%	UNIT 99/99/9999	143658300
NOC	NORTHROP GRUMMAN CORP	49	$27,940	0.0%	$294.28	+96.7%	COM	666807102
FDX	FEDEX CORP	96	$27,731	0.0%	$214.45	+22.0%	COM	31428X106
EXC	EXELON CORP	622	$27,113	0.0%	$22.84	+99.0%	COM	30161N101
SRE	SEMPRA	304	$26,840	0.0%	$55.34	+63.6%	COM	816851109
KEY	KEYCORP	1,291	$26,646	0.0%	$11.97	+54.5%	COM	493267108
PPG	PPG INDS INC	245	$25,103	0.0%	$99.40	+0.7%	COM	693506107
Q	QNITY ELECTRONICS INC	294	$24,006	0.0%	$84.91	0.0%	COMMON STOCK	74743L100
PSX	PHILLIPS 66	186	$24,001	0.0%	$71.61	+87.1%	COM	718546104
VTR	VENTAS INC	310	$23,988	0.0%	$37.43	+100.3%	COM	92276F100
HAL	HALLIBURTON CO	839	$23,710	0.0%	$42.09	-37.5%	COM	406216101
DD	DUPONT DE NEMOURS INC	588	$23,638	0.0%	$27.24	+37.3%	COM	26614N102
AEE	AMEREN CORP	214	$21,370	0.0%	$44.14	+131.1%	COM	023608102
EQR	EQUITY RESIDENTIAL	311	$19,605	0.0%	$44.25	+37.1%	SH BEN INT	29476L107
ALL	ALLSTATE CORP	68	$14,154	0.0%	$80.71	+152.9%	COM	020002101
WYNN	WYNN RESORTS LTD	117	$14,079	0.0%	$104.78	+17.9%	COM	983134107
CPB	THE CAMPBELLS COMPANY	464	$12,932	0.0%	$30.98	-3.0%	COM	134429109
APA	APA CORPORATION	228	$5,577	0.0%	$16.01	+50.7%	COM	03743Q108