Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
GD	GENERAL DYNAMICS CORP	29,745	$10.01M	1.9%	$311.40	+9.5%	COM	369550108
OTIS	OTIS WORLDWIDE CORP	95,267	$8.322M	1.6%	$91.45	-2.4%	COM	68902V107
LBRDK	LIBERTY BROADBAND CORP	142,069	$6.905M	1.3%	$78.61	-33.8%	COM SER C	530307305
MO	ALTRIA GROUP INC	117,386	$6.768M	1.3%	$59.91	-0.9%	COM	02209S103
NOC	NORTHROP GRUMMAN CORP	11,632	$6.633M	1.3%	$578.81	0.0%	COM	666807102
PG	PROCTER AND GAMBLE CO	42,160	$6.042M	1.2%	$155.11	-5.1%	COM	742718109
CVX	CHEVRON CORP NEW	37,007	$5.64M	1.1%	$151.55	-0.1%	COM	166764100
AME	AMETEK INC	26,821	$5.507M	1.1%	$174.57	+11.3%	COM	031100100
MCD	MCDONALDS CORP	17,359	$5.305M	1.0%	$303.45	+0.5%	COM	580135101
MSI	MOTOROLA SOLUTIONS INC	13,029	$4.994M	1.0%	$404.85	-1.0%	COM NEW	620076307
HON	HONEYWELL INTL INC	25,307	$4.937M	0.9%	$201.62	-3.3%	COM	438516106
LMT	LOCKHEED MARTIN CORP	9,888	$4.783M	0.9%	$471.10	+1.1%	COM	539830109
MSFT	MICROSOFT CORP	9,849	$4.763M	0.9%	$500.58	0.0%	COM	594918104
UNH	UNITEDHEALTH GROUP INC	14,279	$4.714M	0.9%	$337.21	0.0%	COM	91324P102
EOG	EOG RES INC	43,612	$4.58M	0.9%	$117.95	-9.1%	COM	26875P101
ROP	ROPER TECHNOLOGIES INC	10,149	$4.518M	0.9%	$513.82	-10.1%	COM	776696106
AFL	AFLAC INC	40,017	$4.413M	0.8%	$104.19	+5.4%	COM	001055102
ADSK	AUTODESK INC	14,721	$4.358M	0.8%	$294.59	+2.7%	COM	052769106
CTVA	CORTEVA INC	63,257	$4.24M	0.8%	$70.88	-8.9%	COM	22052L104
ABNB	AIRBNB INC	31,157	$4.229M	0.8%	$132.78	-6.2%	COM CL A	009066101
AAPL	APPLE INC	15,437	$4.197M	0.8%	$268.34	0.0%	COM	037833100
LLY	ELI LILLY & CO	3,898	$4.189M	0.8%	$911.53	+4.8%	COM	532457108
F	FORD MTR CO	318,540	$4.179M	0.8%	$11.36	+12.9%	COM	345370860
PEP	PEPSICO INC	27,724	$3.979M	0.8%	$147.08	-0.8%	COM	713448108
USB	US BANCORP DEL	74,366	$3.968M	0.8%	$44.59	+9.3%	COM NEW	902973304
LVS	LAS VEGAS SANDS CORP	60,947	$3.967M	0.8%	$61.19	0.0%	COM	517834107
EW	EDWARDS LIFESCIENCES CORP	46,276	$3.945M	0.8%	$78.39	+4.7%	COM	28176E108
KMI	KINDER MORGAN INC DEL	142,441	$3.916M	0.7%	$26.97	-0.2%	COM	49456B101
MRSH	MARSH & MCLENNAN COS INC	21,016	$3.899M	0.7%	$198.26	-6.0%	COM	571748102
CBRE	CBRE GROUP INC	23,887	$3.841M	0.7%	$154.80	+1.6%	CL A	12504L109
MDT	MEDTRONIC PLC	38,872	$3.734M	0.7%	$84.82	+14.5%	SHS	G5960L103
SYK	STRYKER CORPORATION	10,482	$3.684M	0.7%	$370.53	-1.9%	COM	863667101
JNJ	JOHNSON & JOHNSON	17,669	$3.657M	0.7%	$151.59	+30.0%	COM	478160104
NDSN	NORDSON CORP	15,036	$3.615M	0.7%	$234.27	0.0%	COM	655663102
EA	ELECTRONIC ARTS INC	17,686	$3.614M	0.7%	$189.87	+6.2%	COM	285512109
BK	BANK NEW YORK MELLON CORP	30,795	$3.575M	0.7%	$110.50	0.0%	COM	064058100
CPRI	CAPRI HOLDINGS LIMITED	144,289	$3.521M	0.7%	$23.31	-0.8%	SHS	G1890L107
DHR	DANAHER CORPORATION	15,259	$3.493M	0.7%	$217.43	+1.0%	COM	235851102
MCO	MOODYS CORP	6,817	$3.482M	0.7%	$484.54	+0.6%	COM	615369105
WMT	WALMART INC	31,079	$3.463M	0.7%	$101.10	+6.0%	COM	931142103
BLK	BLACKROCK INC	3,190	$3.414M	0.7%	$1089.41	0.0%	COM	09290D101
ITW	ILLINOIS TOOL WKS INC	13,697	$3.374M	0.6%	$249.26	-0.7%	COM	452308109
TJX	TJX COS INC NEW	21,914	$3.366M	0.6%	$132.28	+11.7%	COM	872540109
SCHW	SCHWAB CHARLES CORP	33,621	$3.359M	0.6%	$85.86	+10.3%	COM	808513105
CMI	CUMMINS INC	6,561	$3.349M	0.6%	$377.46	+23.5%	COM	231021106
QSR	RESTAURANT BRANDS INTL INC	48,590	$3.315M	0.6%	$67.69	+1.8%	COM	76131D103
PLTR	PALANTIR TECHNOLOGIES INC	18,201	$3.235M	0.6%	$81.43	+122.3%	CL A	69608A108
J	JACOBS SOLUTIONS INC	23,543	$3.119M	0.6%	$146.41	0.0%	COM	46982L108
DTE	DTE ENERGY CO	23,359	$3.013M	0.6%	$134.80	0.0%	COM	233331107
BMY	BRISTOL-MYERS SQUIBB CO	55,371	$2.987M	0.6%	$46.39	+2.4%	COM	110122108
NEE	NEXTERA ENERGY INC	36,833	$2.957M	0.6%	$82.50	0.0%	COM	65339F101
HOLX	HOLOGIC INC	39,434	$2.937M	0.6%	$69.92	+4.5%	COM	436440101
ROST	ROSS STORES INC	16,158	$2.911M	0.6%	$149.20	+11.7%	COM	778296103
CMCSA	COMCAST CORP NEW	97,197	$2.905M	0.6%	$34.01	-16.1%	CL A	20030N101
NVR	NVR INC	396	$2.888M	0.6%	$7536.12	-0.8%	COM	62944T105
PFE	PFIZER INC	113,310	$2.821M	0.5%	$25.03	0.0%	COM	717081103
DUK	DUKE ENERGY CORP NEW	24,008	$2.814M	0.5%	$120.44	+0.9%	COM NEW	26441C204
MS	MORGAN STANLEY	15,808	$2.806M	0.5%	$166.47	0.0%	COM NEW	617446448
VICI	VICI PPTYS INC	98,992	$2.784M	0.5%	$32.00	-8.4%	COM	925652109
AON	AON PLC	7,814	$2.757M	0.5%	$366.52	-4.7%	SHS CL A	G0403H108
PNC	PNC FINL SVCS GROUP INC	13,111	$2.737M	0.5%	$186.26	+3.5%	COM	693475105
MET	METLIFE INC	34,224	$2.702M	0.5%	$78.93	0.0%	COM	59156R108
A	AGILENT TECHNOLOGIES INC	19,769	$2.69M	0.5%	$143.72	0.0%	COM	00846U101
MPC	MARATHON PETE CORP	16,334	$2.656M	0.5%	$186.40	0.0%	COM	56585A102
LLYVK	LIBERTY LIVE HOLDINGS INC	31,828	$2.647M	0.5%	$85.87	0.0%	COM SHS SER C	530909308
—	DAYFORCE INC	37,911	$2.622M	0.5%	$68.83	0.0%	COM	15677J108
FCX	FREEPORT-MCMORAN INC	51,602	$2.621M	0.5%	$43.31	0.0%	CL B	35671D857
WAB	WABTEC	12,250	$2.615M	0.5%	$190.17	+8.0%	COM	929740108
CTAS	CINTAS CORP	13,693	$2.575M	0.5%	$212.83	-11.6%	COM	172908105
VRSN	VERISIGN INC	10,554	$2.564M	0.5%	$267.19	-6.1%	COM	92343E102
APTV	APTIV PLC	33,089	$2.518M	0.5%	$79.25	+1.3%	COM SHS	G3265R107
MU	MICRON TECHNOLOGY INC	8,657	$2.471M	0.5%	$93.22	+146.0%	COM	595112103
CMS	CMS ENERGY CORP	34,891	$2.44M	0.5%	$71.89	+0.8%	COM	125896100
BAC	BANK AMERICA CORP	43,240	$2.378M	0.5%	$44.69	+17.8%	COM	060505104
AEP	AMERICAN ELEC PWR CO INC	20,278	$2.338M	0.4%	$104.82	+12.3%	COM	025537101
VRTX	VERTEX PHARMACEUTICALS INC	5,064	$2.296M	0.4%	$417.92	+3.1%	COM	92532F100
CPRT	COPART INC	57,895	$2.267M	0.4%	$49.28	-15.9%	COM	217204106
BKNG	BOOKING HOLDINGS INC	420	$2.249M	0.4%	$5087.99	+1.0%	COM	09857L108
LIN	LINDE PLC	5,249	$2.238M	0.4%	$444.69	-3.9%	SHS	G54950103
XYL	XYLEM INC	16,427	$2.237M	0.4%	$143.58	0.0%	COM	98419M100
VLTO	VERALTO CORP	22,218	$2.217M	0.4%	$95.87	+5.4%	COM SHS	92338C103
AOS	SMITH A O CORP	32,711	$2.188M	0.4%	$67.45	0.0%	COM	831865209
XOM	EXXON MOBIL CORP	18,069	$2.174M	0.4%	$113.46	+1.8%	COM	30231G102
GL	GLOBE LIFE INC	15,415	$2.156M	0.4%	$131.66	+2.9%	COM	37959E102
NDAQ	NASDAQ INC	22,071	$2.144M	0.4%	$73.22	+22.6%	COM	631103108
INTU	INTUIT	3,187	$2.111M	0.4%	$674.49	-2.0%	COM	461202103
FISV	FISERV INC	31,422	$2.111M	0.4%	$153.97	-45.5%	COM	337738108
SPGI	S&P GLOBAL INC	3,934	$2.056M	0.4%	$459.62	+7.5%	COM	78409V104
CSCO	CISCO SYS INC	26,169	$2.016M	0.4%	$58.38	+26.4%	COM	17275R102
SHW	SHERWIN WILLIAMS CO	6,193	$2.007M	0.4%	$334.11	0.0%	COM	824348106
NFLX	NETFLIX INC	21,142	$1.982M	0.4%	$109.80	-1.8%	COM	64110L106
TRV	TRAVELERS COMPANIES INC	6,649	$1.929M	0.4%	$280.61	0.0%	COM	89417E109
DRI	DARDEN RESTAURANTS INC	10,375	$1.909M	0.4%	$184.45	-1.3%	COM	237194105
FIS	FIDELITY NATL INFORMATION SV	28,555	$1.898M	0.4%	$72.15	-9.0%	COM	31620M106
ALLE	ALLEGION PLC	11,592	$1.846M	0.4%	$166.68	0.0%	ORD SHS	G0176J109
DGX	QUEST DIAGNOSTICS INC	10,613	$1.842M	0.4%	$182.07	0.0%	COM	74834L100
LNG	CHENIERE ENERGY INC	9,439	$1.835M	0.4%	$235.04	-10.7%	COM NEW	16411R208
SLB	SLB LIMITED	47,664	$1.829M	0.3%	$34.34	+5.0%	COM STK	806857108
HAS	HASBRO INC	22,251	$1.825M	0.3%	$76.49	+2.0%	COM	418056107
MMM	3M CO	11,371	$1.82M	0.3%	$163.18	0.0%	COM	88579Y101
CNP	CENTERPOINT ENERGY INC	47,421	$1.818M	0.3%	$38.86	0.0%	COM	15189T107
BAM	BROOKFIELD ASSET MANAGMT LTD	34,485	$1.807M	0.3%	$58.37	-8.4%	CL A LMT VTG SHS	113004105
MA	MASTERCARD INCORPORATED	3,156	$1.802M	0.3%	$558.95	0.0%	CL A	57636Q104
CI	THE CIGNA GROUP	6,545	$1.801M	0.3%	$304.82	-8.4%	COM	125523100
TT	TRANE TECHNOLOGIES PLC	4,466	$1.738M	0.3%	$362.51	+14.1%	SHS	G8994E103
NI	NISOURCE INC	41,195	$1.72M	0.3%	$42.62	0.0%	COM	65473P105
GDDY	GODADDY INC	13,705	$1.701M	0.3%	$168.89	-23.4%	CL A	380237107
VST	VISTRA CORP	10,501	$1.694M	0.3%	$182.10	-0.1%	COM	92840M102
AVGO	BROADCOM INC	4,831	$1.672M	0.3%	$195.31	+82.8%	COM	11135F101
GPN	GLOBAL PMTS INC	21,054	$1.63M	0.3%	$84.53	-5.0%	COM	37940X102
COF	CAPITAL ONE FINL CORP	6,655	$1.613M	0.3%	$185.05	+20.1%	COM	14040H105
ICE	INTERCONTINENTAL EXCHANGE IN	9,933	$1.609M	0.3%	$154.81	+0.9%	COM	45866F104
FRT	FEDERAL RLTY INVT TR NEW	15,866	$1.599M	0.3%	$97.37	0.0%	SH BEN INT NEW	313745101
EXAS	EXACT SCIENCES CORP	15,715	$1.596M	0.3%	$80.31	0.0%	COM	30063P105
ETN	EATON CORP PLC	4,983	$1.587M	0.3%	$354.39	0.0%	SHS	G29183103
FTNT	FORTINET INC	19,960	$1.585M	0.3%	$87.35	-5.1%	COM	34959E109
GE	GE AEROSPACE	5,080	$1.565M	0.3%	$274.48	+9.6%	COM NEW	369604301
KVUE	KENVUE INC	90,133	$1.555M	0.3%	$21.92	-25.8%	COM	49177J102
NTRS	NORTHERN TR CORP	11,301	$1.544M	0.3%	$130.27	+0.4%	COM	665859104
GLPI	GAMING & LEISURE PPTYS INC	34,500	$1.542M	0.3%	$47.89	—	COM	36467J108
RBLX	ROBLOX CORP	18,950	$1.536M	0.3%	$106.17	0.0%	CL A	771049103
HOOD	ROBINHOOD MKTS INC	13,567	$1.534M	0.3%	$130.05	0.0%	COM CL A	770700102
LDOS	LEIDOS HOLDINGS INC	8,500	$1.533M	0.3%	$186.77	+1.2%	COM	525327102
ECL	ECOLAB INC	5,834	$1.532M	0.3%	$270.32	-1.7%	COM	278865100
GRMN	GARMIN LTD	7,528	$1.527M	0.3%	$216.69	0.0%	SHS	H2906T109
TEL	TE CONNECTIVITY PLC	6,682	$1.52M	0.3%	$231.27	0.0%	ORD SHS	G87052109
BR	BROADRIDGE FINL SOLUTIONS IN	6,670	$1.489M	0.3%	$232.30	-2.2%	COM	11133T103
NSC	NORFOLK SOUTHN CORP	5,090	$1.47M	0.3%	$277.41	+4.0%	COM	655844108
TRMB	TRIMBLE INC	18,497	$1.449M	0.3%	$79.69	0.0%	COM	896239100
PTC	PTC INC	8,262	$1.439M	0.3%	$185.83	0.0%	COM	69370C100
CVS	CVS HEALTH CORP	17,921	$1.422M	0.3%	$78.67	0.0%	COM	126650100
KIM	KIMCO RLTY CORP	70,121	$1.421M	0.3%	$21.11	-2.6%	COM	49446R109
CNC	CENTENE CORP DEL	34,529	$1.421M	0.3%	$37.43	0.0%	COM	15135B101
CCL	CARNIVAL CORP	46,504	$1.42M	0.3%	$24.17	+15.4%	UNIT 99/99/9999	143658300
PRU	PRUDENTIAL FINL INC	12,490	$1.41M	0.3%	$103.23	+3.2%	COM	744320102
GM	GENERAL MTRS CO	17,153	$1.395M	0.3%	$49.01	+43.7%	COM	37045V100
CHD	CHURCH & DWIGHT CO INC	16,433	$1.378M	0.3%	$85.27	0.0%	COM	171340102
WBD	WARNER BROS DISCOVERY INC	47,709	$1.375M	0.3%	$23.37	0.0%	COM SER A	934423104
NRG	NRG ENERGY INC	8,633	$1.375M	0.3%	$117.85	+40.3%	COM NEW	629377508
BBY	BEST BUY INC	20,506	$1.372M	0.3%	$72.26	+4.4%	COM	086516101
CPNG	COUPANG INC	58,055	$1.37M	0.3%	$25.73	+10.6%	CL A	22266T109
PLD	PROLOGIS INC.	10,599	$1.353M	0.3%	$123.86	0.0%	COM	74340W103
EQT	EQT CORP	24,617	$1.319M	0.3%	$56.13	0.0%	COM	26884L109
IVZ	INVESCO LTD	49,928	$1.312M	0.3%	$24.32	0.0%	SHS	G491BT108
FWONK	LIBERTY MEDIA CORP DEL	13,285	$1.309M	0.2%	$104.49	—	COM LBTY ONE S C	531229755
NWSA	NEWS CORP NEW	49,542	$1.294M	0.2%	$28.66	-8.5%	CL A	65249B109
ANET	ARISTA NETWORKS INC	9,640	$1.263M	0.2%	$128.77	+6.9%	COM SHS	040413205
CNH	CNH INDL N V	135,818	$1.252M	0.2%	$12.08	-17.3%	SHS	N20944109
ACN	ACCENTURE PLC IRELAND	4,652	$1.248M	0.2%	$312.53	-18.7%	SHS CLASS A	G1151C101
DXCM	DEXCOM INC	18,796	$1.247M	0.2%	$64.65	0.0%	COM	252131107
REGN	REGENERON PHARMACEUTICALS	1,607	$1.24M	0.2%	$564.28	+20.3%	COM	75886F107
NXPI	NXP SEMICONDUCTORS N V	5,599	$1.215M	0.2%	$223.02	-4.2%	COM	N6596X109
VRT	VERTIV HOLDINGS CO	7,472	$1.211M	0.2%	$173.58	0.0%	COM CL A	92537N108
XEL	XCEL ENERGY INC	16,213	$1.197M	0.2%	$68.24	+14.7%	COM	98389B100
WMB	WILLIAMS COS INC	19,606	$1.179M	0.2%	$55.91	+7.4%	COM	969457100
HBAN	HUNTINGTON BANCSHARES INC	67,849	$1.177M	0.2%	$16.29	0.0%	COM	446150104
AES	AES CORP	81,960	$1.175M	0.2%	$13.68	+2.5%	COM	00130H105
CRBG	COREBRIDGE FINL INC	38,948	$1.175M	0.2%	$33.54	-8.9%	COM	21871X109
RSG	REPUBLIC SVCS INC	5,518	$1.169M	0.2%	$237.59	-9.7%	COM	760759100
SMCI	SUPER MICRO COMPUTER INC	39,811	$1.165M	0.2%	$41.17	0.0%	COM NEW	86800U302
AMAT	APPLIED MATLS INC	4,519	$1.161M	0.2%	$239.49	0.0%	COM	038222105
LH	LABCORP HOLDINGS INC	4,607	$1.156M	0.2%	$265.14	0.0%	COM SHS	504922105
NTAP	NETAPP INC	10,792	$1.156M	0.2%	$111.92	+1.5%	COM	64110D104
VEEV	VEEVA SYS INC	5,161	$1.152M	0.2%	$265.35	0.0%	CL A COM	922475108
PANW	PALO ALTO NETWORKS INC	6,149	$1.133M	0.2%	$201.75	0.0%	COM	697435105
OMC	OMNICOM GROUP INC	13,678	$1.104M	0.2%	$78.69	-3.7%	COM	681919106
CARR	CARRIER GLOBAL CORPORATION	20,394	$1.078M	0.2%	$64.58	-14.0%	COM	14448C104
WDAY	WORKDAY INC	4,941	$1.061M	0.2%	$227.21	0.0%	CL A	98138H101
HLT	HILTON WORLDWIDE HLDGS INC	3,617	$1.039M	0.2%	$270.98	+0.5%	COM	43300A203
ORLY	OREILLY AUTOMOTIVE INC	11,385	$1.038M	0.2%	$91.13	+7.2%	COM	67103H107
RGA	REINSURANCE GRP OF AMERICA I	5,076	$1.033M	0.2%	$192.13	+0.7%	COM NEW	759351604
AZO	AUTOZONE INC	302	$1.024M	0.2%	$3777.86	0.0%	COM	053332102
NEM	NEWMONT CORP	10,212	$1.02M	0.2%	$69.39	+30.0%	COM	651639106
TSLA	TESLA INC	2,223	$1M	0.2%	$443.29	0.0%	COM	88160R101
AS	AMER SPORTS INC	26,719	$998K	0.2%	$31.95	+7.4%	COM SHS	G0260P102
CDNS	CADENCE DESIGN SYSTEM INC	3,169	$991K	0.2%	$313.62	+4.0%	COM	127387108
VTR	VENTAS INC	12,725	$985K	0.2%	$61.05	+22.8%	COM	92276F100
L	LOEWS CORP	9,330	$983K	0.2%	$103.22	0.0%	COM	540424108
EXE	EXPAND ENERGY CORPORATION	8,786	$970K	0.2%	$110.64	0.0%	COM	165167735
PSX	PHILLIPS 66	7,514	$970K	0.2%	$115.84	+15.7%	COM	718546104
CRCL	CIRCLE INTERNET GROUP INC	12,193	$967K	0.2%	$103.35	0.0%	COM CL A	172573107
RJF	RAYMOND JAMES FINL INC	5,995	$963K	0.2%	$160.93	0.0%	COM	754730109
WELL	WELLTOWER INC	5,154	$957K	0.2%	$140.74	+32.5%	COM	95040Q104
COR	CENCORA INC	2,786	$941K	0.2%	$287.42	+18.5%	COM	03073E105
O	REALTY INCOME CORP	16,436	$926K	0.2%	$56.14	+2.2%	COM	756109104
GLIBK	GCI LIBERTY INC	24,754	$921K	0.2%	$35.27	-0.5%	COM SER C	36164V800
VZ	VERIZON COMMUNICATIONS INC	22,530	$918K	0.2%	$41.32	-2.0%	COM	92343V104
COHR	COHERENT CORP	4,675	$863K	0.2%	$149.58	0.0%	COM	19247G107
BF/B	BROWN FORMAN CORP	32,577	$849K	0.2%	$27.98	0.0%	CL B	115637209
CAH	CARDINAL HEALTH INC	4,106	$844K	0.2%	$151.72	+23.7%	COM	14149Y108
POOL	POOL CORP	3,681	$842K	0.2%	$274.62	-5.5%	COM	73278L105
V	VISA INC	2,389	$838K	0.2%	$340.38	0.0%	COM CL A	92826C839
SPG	SIMON PPTY GROUP INC NEW	4,502	$833K	0.2%	$179.99	0.0%	COM	828806109
NVDA	NVIDIA CORPORATION	4,466	$833K	0.2%	$163.40	+13.9%	COM	67066G104
ISRG	INTUITIVE SURGICAL INC	1,470	$833K	0.2%	$491.20	+8.4%	COM NEW	46120E602
HEI/A	HEICO CORP NEW	3,261	$823K	0.2%	$221.54	+11.5%	CL A	422806208
FNF	FIDELITY NATIONAL FINANCIAL	14,968	$817K	0.2%	$54.76	0.0%	COM SHS	31620R303
WDC	WESTERN DIGITAL CORP	4,676	$806K	0.2%	$81.60	+85.7%	COM	958102105
DPZ	DOMINOS PIZZA INC	1,906	$794K	0.2%	$450.82	-7.8%	COM	25754A201
MKC	MCCORMICK & CO INC	11,605	$790K	0.2%	$65.92	0.0%	COM NON VTG	579780206
KO	COCA COLA CO	11,300	$790K	0.2%	$68.44	+1.4%	COM	191216100
FTI	TECHNIPFMC PLC	17,600	$784K	0.1%	$34.22	+23.3%	COM	G87110105
ZBRA	ZEBRA TECHNOLOGIES CORPORATI	3,161	$768K	0.1%	$345.20	-22.5%	CL A	989207105
ABBV	ABBVIE INC	3,342	$764K	0.1%	$207.40	+9.7%	COM	00287Y109
UPS	UNITED PARCEL SERVICE INC	7,649	$759K	0.1%	$92.75	0.0%	CL B	911312106
IOT	SAMSARA INC	21,114	$748K	0.1%	$37.23	+4.0%	COM CL A	79589L106
URI	UNITED RENTALS INC	922	$746K	0.1%	$867.08	0.0%	COM	911363109
RBC	RBC BEARINGS INC	1,657	$743K	0.1%	$382.29	+10.8%	COM	75524B104
MRVL	MARVELL TECHNOLOGY INC	8,385	$713K	0.1%	$87.46	0.0%	COM	573874104
AMD	ADVANCED MICRO DEVICES INC	3,325	$712K	0.1%	$124.39	+80.6%	COM	007903107
ADBE	ADOBE INC	2,018	$706K	0.1%	$408.01	-16.6%	COM	00724F101
JKHY	HENRY JACK & ASSOC INC	3,831	$699K	0.1%	$165.03	+0.7%	COM	426281101
RPRX	ROYALTY PHARMA PLC	18,017	$696K	0.1%	$37.41	+1.9%	SHS CLASS A	G7709Q104
FERG	FERGUSON ENTERPRISES INC	3,127	$696K	0.1%	$177.95	+33.7%	COMMON STOCK NEW	31488V107
CF	CF INDS HLDGS INC	8,847	$684K	0.1%	$81.13	+1.0%	COM	125269100
IEX	IDEX CORP	3,793	$675K	0.1%	$190.28	-10.2%	COM	45167R104
DVN	DEVON ENERGY CORP NEW	18,398	$674K	0.1%	$34.73	0.0%	COM	25179M103
NU	NU HLDGS LTD	40,208	$673K	0.1%	$12.19	+31.8%	ORD SHS CL A	G6683N103
NVT	NVENT ELECTRIC PLC	6,566	$670K	0.1%	$96.23	+7.7%	SHS	G6700G107
TTWO	TAKE-TWO INTERACTIVE SOFTWAR	2,516	$644K	0.1%	$249.31	0.0%	COM	874054109
PSA	PUBLIC STORAGE OPER CO	2,474	$642K	0.1%	$281.51	-1.5%	COM	74460D109
FLUT	FLUTTER ENTMT PLC	2,985	$642K	0.1%	$224.90	0.0%	SHS	G3643J108
ULTA	ULTA BEAUTY INC	1,060	$641K	0.1%	$515.07	+6.7%	COM	90384S303
APH	AMPHENOL CORP NEW	4,742	$641K	0.1%	$62.72	+112.9%	CL A	032095101
FIX	COMFORT SYS USA INC	681	$636K	0.1%	$722.96	+27.7%	COM	199908104
CFLT	CONFLUENT INC	20,704	$626K	0.1%	$24.55	0.0%	CLASS A COM	20717M103
EME	EMCOR GROUP INC	1,021	$625K	0.1%	$606.37	+6.8%	COM	29084Q100
CHRW	C H ROBINSON WORLDWIDE INC	3,826	$615K	0.1%	$147.32	0.0%	COM NEW	12541W209
GEV	GE VERNOVA INC	937	$612K	0.1%	$605.52	+0.6%	COM	36828A101
TTD	THE TRADE DESK INC	16,060	$610K	0.1%	$44.33	0.0%	COM CL A	88339J105
AMP	AMERIPRISE FINL INC	1,224	$600K	0.1%	$510.14	-7.1%	COM	03076C106
PINS	PINTEREST INC	22,347	$579K	0.1%	$29.74	-3.2%	CL A	72352L106
MEDP	MEDPACE HLDGS INC	1,028	$577K	0.1%	$567.64	0.0%	COM	58506Q109
VIK	VIKING HOLDINGS LTD	8,069	$576K	0.1%	$63.81	0.0%	ORD SHS	G93A5A101
PODD	INSULET CORP	2,015	$573K	0.1%	$313.31	-0.2%	COM	45784P101
CLF	CLEVELAND-CLIFFS INC NEW	40,740	$541K	0.1%	$10.65	+18.6%	COM	185899101
MANH	MANHATTAN ASSOCIATES INC	3,116	$540K	0.1%	$201.14	-9.1%	COM	562750109
NTRA	NATERA INC	2,304	$528K	0.1%	$169.14	+23.3%	COM	632307104
FLEX	FLEX LTD	8,680	$524K	0.1%	$53.12	+16.3%	ORD	Y2573F102
ZS	ZSCALER INC	2,280	$513K	0.1%	$282.25	0.0%	COM	98980G102
BDX	BECTON DICKINSON & CO	2,637	$512K	0.1%	$189.55	0.0%	COM	075887109
UTHR	UNITED THERAPEUTICS CORP DEL	1,047	$510K	0.1%	$382.53	+21.7%	COM	91307C102
CRS	CARPENTER TECHNOLOGY CORP	1,614	$508K	0.1%	$255.23	+17.8%	COM	144285103
STX	SEAGATE TECHNOLOGY HLDNGS PL	1,810	$498K	0.1%	$258.92	0.0%	ORD SHS	G7997R103
ED	CONSOLIDATED EDISON INC	4,964	$493K	0.1%	$103.69	-4.7%	COM	209115104
NOW	SERVICENOW INC	3,136	$480K	0.1%	$171.54	0.0%	COM	81762P102
APP	APPLOVIN CORP	708	$477K	0.1%	$324.21	+94.4%	COM CL A	03831W108
HEI	HEICO CORP NEW	1,468	$475K	0.1%	$318.25	-0.7%	COM	422806109
AIT	APPLIED INDL TECHNOLOGIES IN	1,837	$472K	0.1%	$261.21	-2.3%	COM	03820C105
SF	STIFEL FINL CORP	3,726	$467K	0.1%	$109.48	+9.2%	COM	860630102
WTW	WILLIS TOWERS WATSON PLC LTD	1,415	$465K	0.1%	$326.48	0.0%	SHS	G96629103
AMT	AMERICAN TOWER CORP NEW	2,647	$465K	0.1%	$204.56	-11.9%	COM	03027X100
HST	HOST HOTELS & RESORTS INC	26,138	$463K	0.1%	$16.09	+5.2%	COM	44107P104
BEN	FRANKLIN RESOURCES INC	19,345	$462K	0.1%	$24.05	-5.8%	COM	354613101
UAL	UNITED AIRLS HLDGS INC	4,119	$461K	0.1%	$96.17	+5.1%	COM	910047109
CDW	CDW CORP	3,365	$458K	0.1%	$168.81	-12.9%	COM	12514G108
MLI	MUELLER INDS INC	3,982	$457K	0.1%	$91.43	+17.4%	COM	624756102
AN	AUTONATION INC	2,197	$454K	0.1%	$187.87	+10.7%	COM	05329W102
NBIX	NEUROCRINE BIOSCIENCES INC	3,168	$449K	0.1%	$144.87	0.0%	COM	64125C109
RL	RALPH LAUREN CORP	1,240	$438K	0.1%	$180.25	+88.6%	CL A	751212101
M	MACYS INC	19,728	$435K	0.1%	$20.47	0.0%	COM	55616P104
KEYS	KEYSIGHT TECHNOLOGIES INC	2,080	$423K	0.1%	$164.37	+12.9%	COM	49338L103
ROKU	ROKU INC	3,766	$409K	0.1%	$94.69	+7.2%	COM CL A	77543R102
APA	APA CORPORATION	16,699	$408K	0.1%	$24.13	0.0%	COM	03743Q108
RS	RELIANCE INC	1,396	$403K	0.1%	$294.82	-4.7%	COM	759509102
YUM	YUM BRANDS INC	2,665	$403K	0.1%	$137.68	+7.3%	COM	988498101
PCTY	PAYLOCITY HLDG CORP	2,628	$401K	0.1%	$194.48	-23.5%	COM	70438V106
DELL	DELL TECHNOLOGIES INC	3,181	$400K	0.1%	$140.75	0.0%	CL C	24703L202
ONON	ON HLDG AG	8,460	$393K	0.1%	$43.09	0.0%	NAMEN AKT A	H5919C104
WPC	WP CAREY INC	6,102	$393K	0.1%	$61.11	—	COM	92936U109
ERIE	ERIE INDTY CO	1,360	$390K	0.1%	$298.42	0.0%	CL A	29530P102
TEAM	ATLASSIAN CORPORATION	2,377	$385K	0.1%	$188.80	-16.9%	CL A	049468101
AAL	AMERICAN AIRLS GROUP INC	25,114	$385K	0.1%	$12.52	+7.7%	COM	02376R102
CNA	CNA FINL CORP	7,968	$380K	0.1%	$45.77	+0.2%	COM	126117100
JHX	JAMES HARDIE INDS PLC	18,297	$380K	0.1%	$20.06	0.0%	ORD SHS	G4253H101
WWD	WOODWARD INC	1,240	$375K	0.1%	$247.84	+10.9%	COM	980745103
FOXA	FOX CORP	5,101	$373K	0.1%	$50.42	+29.6%	CL A COM	35137L105
SCCO	SOUTHERN COPPER CORP	2,583	$371K	0.1%	$92.27	+43.9%	COM	84265V105
MTZ	MASTEC INC	1,696	$369K	0.1%	$209.86	0.0%	COM	576323109
AWI	ARMSTRONG WORLD INDS INC NEW	1,913	$366K	0.1%	$185.53	+2.8%	COM	04247X102
SFD	SMITHFIELD FOODS INC	16,303	$364K	0.1%	$21.49	+1.8%	COM	832248207
CME	CME GROUP INC	1,317	$360K	0.1%	$268.52	+0.8%	COM	12572Q105
INSM	INSMED INC	2,063	$359K	0.1%	$182.48	0.0%	COM PAR $.01	457669307
AMGN	AMGEN INC	1,095	$358K	0.1%	$315.95	0.0%	COM	031162100
PATH	UIPATH INC	21,588	$354K	0.1%	$12.74	+22.1%	CL A	90364P105
HUBS	HUBSPOT INC	877	$352K	0.1%	$585.68	-29.3%	COM	443573100
ARMK	ARAMARK	9,466	$349K	0.1%	$37.92	0.0%	COM	03852U106
CRM	SALESFORCE INC	1,314	$348K	0.1%	$258.95	-4.2%	COM	79466L302
EQR	EQUITY RESIDENTIAL	5,509	$347K	0.1%	$66.62	-8.9%	SH BEN INT	29476L107
RPM	RPM INTL INC	3,328	$346K	0.1%	$108.25	0.0%	COM	749685103
ALB	ALBEMARLE CORP	2,417	$342K	0.1%	$113.25	0.0%	COM	012653101
TPL	TEXAS PACIFIC LAND CORPORATI	1,178	$338K	0.1%	$305.03	0.0%	COM	88262P102
AU	ANGLOGOLD ASHANTI PLC	3,951	$337K	0.1%	$60.55	+28.0%	COM SHS	G0378L100
SYY	SYSCO CORP	4,346	$320K	0.1%	$75.50	0.0%	COM	871829107
QXO	QXO INC	16,332	$315K	0.1%	$19.16	0.0%	COM NEW	82846H405
FIVE	FIVE BELOW INC	1,672	$315K	0.1%	$162.56	0.0%	COM	33829M101
AA	ALCOA CORP	5,926	$315K	0.1%	$40.88	0.0%	COM	013872106
KDP	KEURIG DR PEPPER INC	11,193	$314K	0.1%	$32.00	-14.9%	COM	49271V100
SJM	SMUCKER J M CO	3,149	$308K	0.1%	$102.85	0.0%	COM NEW	832696405
INSP	INSPIRE MED SYS INC	3,295	$304K	0.1%	$95.68	0.0%	COM	457730109
MKTX	MARKETAXESS HLDGS INC	1,649	$299K	0.1%	$193.45	-12.4%	COM	57060D108
SARO	STANDARDAERO INC	10,394	$298K	0.1%	$26.79	+1.6%	COM	85423L103
BRK/B	BERKSHIRE HATHAWAY INC DEL	593	$298K	0.1%	$507.86	-2.0%	CL B NEW	084670702
THO	THOR INDS INC	2,877	$295K	0.1%	$81.30	+27.0%	COM	885160101
LNT	ALLIANT ENERGY CORP	4,502	$293K	0.1%	$66.83	0.0%	COM	018802108
TSN	TYSON FOODS INC	4,986	$292K	0.1%	$56.04	-2.5%	CL A	902494103
BWA	BORGWARNER INC	6,368	$287K	0.1%	$39.71	+10.0%	COM	099724106
OVV	OVINTIV INC	7,301	$286K	0.1%	$40.39	-4.0%	COM	69047Q102
GWRE	GUIDEWIRE SOFTWARE INC	1,390	$279K	0.1%	$217.52	+1.7%	COM	40171V100
MORN	MORNINGSTAR INC	1,275	$277K	0.1%	$266.56	-18.8%	COM	617700109
MDB	MONGODB INC	656	$275K	0.1%	$184.86	+96.8%	CL A	60937P106
TW	TRADEWEB MKTS INC	2,551	$274K	0.1%	$128.54	-16.5%	CL A	892672106
AYI	ACUITY INC	748	$269K	0.1%	$361.21	0.0%	COM	00508Y102
PPL	PPL CORP	7,664	$268K	0.1%	$35.83	0.0%	COM	69351T106
NNN	NNN REIT INC	6,594	$261K	0.0%	$42.57	—	COM	637417106
GFS	GLOBALFOUNDRIES INC	7,442	$260K	0.0%	$35.57	0.0%	ORDINARY SHARES	G39387108
CIEN	CIENA CORP	1,100	$257K	0.0%	$101.84	+90.5%	COM NEW	171779309
LECO	LINCOLN ELEC HLDGS INC	1,064	$255K	0.0%	$214.57	+10.4%	COM	533900106
LYFT	LYFT INC	13,027	$252K	0.0%	$20.79	0.0%	CL A COM	55087P104
CACI	CACI INTL INC	467	$249K	0.0%	$443.01	+27.6%	CL A	127190304
BIRK	BIRKENSTOCK HOLDING PLC	6,025	$246K	0.0%	$51.53	-17.8%	COM SHS	M2029K104
FOX	FOX CORP	3,761	$244K	0.0%	$52.60	+11.0%	CL B COM	35137L204
SUI	SUN CMNTYS INC	1,961	$243K	0.0%	$123.91	—	COM	866674104
PCG	PG&E CORP	14,906	$240K	0.0%	$14.52	+9.7%	COM	69331C108
DINO	HF SINCLAIR CORP	5,134	$237K	0.0%	$46.72	+9.8%	COM	403949100
SGI	SOMNIGROUP INTERNATIONAL INC	2,612	$233K	0.0%	$87.36	0.0%	COM	88023U101
TTC	TORO CO	2,944	$232K	0.0%	$76.67	-3.6%	COM	891092108
CB	CHUBB LIMITED	723	$226K	0.0%	$276.05	+5.9%	COM	H1467J104
MCHP	MICROCHIP TECHNOLOGY INC.	3,419	$218K	0.0%	$66.89	-8.3%	COM	595017104
AMTM	AMENTUM HOLDINGS INC	7,483	$217K	0.0%	$25.56	0.0%	COM	023939101
LW	LAMB WESTON HLDGS INC	5,095	$213K	0.0%	$58.72	0.0%	COM	513272104
ESTC	ELASTIC N V	2,805	$212K	0.0%	$97.41	-16.2%	ORD SHS	N14506104
SMMT	SUMMIT THERAPEUTICS INC	11,636	$204K	0.0%	$18.81	0.0%	COM	86627T108
HWM	HOWMET AEROSPACE INC	978	$201K	0.0%	$199.00	0.0%	COM	443201108
NOV	NOV INC	12,307	$192K	0.0%	$14.83	0.0%	COM	62955J103
FNB	F N B CORP	11,200	$192K	0.0%	$16.27	0.0%	COM	302520101
OWL	BLUE OWL CAPITAL INC	12,557	$188K	0.0%	$15.64	0.0%	COM CL A	09581B103
COLD	AMERICOLD REALTY TRUST INC	13,030	$168K	0.0%	$12.86	—	COM	03064D108
DJT	TRUMP MEDIA & TECHNOLOGY GRO	11,672	$155K	0.0%	$13.64	0.0%	COM	25400Q105
HUN	HUNTSMAN CORP	12,138	$121K	0.0%	$9.16	0.0%	COM	447011107
CCC	CCC INTELLIGENT SOLUTIONS HL	10,661	$84,755	0.0%	$10.33	-21.3%	COM	12510Q100