Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AAPL	APPLE INC	465,110	$79.39M	7.4%	$145.49	+24.6%	COM	037833100
MSFT	MICROSOFT CORP	207,544	$65.09M	6.1%	$249.46	+30.1%	COM	594918104
AMZN	AMAZON COM INC	273,053	$34.4M	3.2%	$96.61	+38.7%	COM	023135106
NVDA	NVIDIA CORPORATION	74,545	$32.12M	3.0%	$21.62	+107.1%	COM	67066G104
GOOGL	ALPHABET INC	194,749	$25.77M	2.4%	$95.22	+34.8%	CAP STK CL A	02079K305
GOOG	ALPHABET INC	178,732	$23.79M	2.2%	$96.98	+33.1%	CAP STK CL C	02079K107
CASH	PATHWARD FINANCIAL INC	70,819	$21.53M	2.0%	$46.68	+5.8%	COM	59100U108
TSLA	TESLA INC	66,497	$16.38M	1.5%	$175.77	+46.1%	COM	88160R101
LLY	ELI LILLY & CO	23,902	$13.01M	1.2%	$329.89	+53.6%	COM	532457108
BRK/B	BERKSHIRE HATHAWAY INC DEL	35,987	$12.85M	1.2%	$308.18	+15.1%	CL B NEW	084670702
XOM	EXXON MOBIL CORP	101,231	$12.09M	1.1%	$100.06	+0.9%	COM	30231G102
V	VISA INC	48,784	$11.3M	1.1%	$217.85	+8.4%	COM CL A	92826C839
VRSK	VERISK ANALYTICS INC	46,849	$11.27M	1.1%	$203.47	+14.1%	COM	92345Y106
ACGL	ARCH CAP GROUP LTD	134,650	$10.99M	1.0%	$62.49	+18.4%	ORD	G0450A105
AVGO	BROADCOM INC	13,100	$10.9M	1.0%	$58.16	+44.4%	COM	11135F101
ABBV	ABBVIE INC	70,809	$10.78M	1.0%	$137.42	-1.5%	COM	00287Y109
PG	PROCTER AND GAMBLE CO	71,322	$10.44M	1.0%	$133.20	+8.2%	COM	742718109
MA	MASTERCARD INCORPORATED	25,628	$10.24M	1.0%	$357.45	+10.8%	CL A	57636Q104
LNG	CHENIERE ENERGY INC	59,261	$10.01M	0.9%	$150.88	+6.9%	COM NEW	16411R208
JPM	JPMORGAN CHASE & CO	64,020	$9.449M	0.9%	$128.16	+11.0%	COM	46625H100
PHM	PULTE GROUP INC	121,309	$9.249M	0.9%	$66.49	+17.7%	COM	745867101
BLDR	BUILDERS FIRSTSOURCE INC	70,886	$9.124M	0.9%	$113.01	+22.1%	COM	12008R107
BK	BANK NEW YORK MELLON CORP	209,845	$8.956M	0.8%	$43.42	-3.7%	COM	064058100
PCAR	PACCAR INC	103,444	$8.866M	0.8%	$68.83	+11.4%	COM	693718108
LEN	LENNAR CORP	68,066	$7.876M	0.7%	$106.47	+6.6%	CL A	526057104
CSCO	CISCO SYS INC	145,748	$7.853M	0.7%	$45.52	+10.5%	COM	17275R102
CVX	CHEVRON CORP NEW	45,877	$7.826M	0.7%	$144.31	+1.0%	COM	166764100
MRK	MERCK & CO INC	74,993	$7.822M	0.7%	$98.68	+1.2%	COM	58933Y105
COST	COSTCO WHSL CORP NEW	13,057	$7.425M	0.7%	$478.43	+11.2%	COM	22160K105
WMT	WALMART INC	43,831	$7.124M	0.7%	$45.79	+13.1%	COM	931142103
OC	OWENS CORNING NEW	50,451	$7.025M	0.7%	$110.02	+24.9%	COM	690742101
PEP	PEPSICO INC	40,737	$6.905M	0.6%	$158.70	+5.3%	COM	713448108
EG	EVEREST GROUP LTD	17,875	$6.819M	0.6%	$342.30	+1.9%	COM	G3223R108
ADBE	ADOBE INC	13,486	$6.806M	0.6%	$355.42	+47.6%	COM	00724F101
KO	COCA COLA CO	115,443	$6.443M	0.6%	$55.41	+0.6%	COM	191216100
GILD	GILEAD SCIENCES INC	84,652	$6.384M	0.6%	$72.73	-2.8%	COM	375558103
CRM	SALESFORCE INC	28,744	$5.841M	0.5%	$166.88	+27.9%	COM	79466L302
RCL	ROYAL CARIBBEAN GROUP	60,382	$5.747M	0.5%	$92.66	+6.2%	COM	V7780T103
TMO	THERMO FISHER SCIENTIFIC INC	11,416	$5.742M	0.5%	$558.70	-5.3%	COM	883556102
STLD	STEEL DYNAMICS INC	53,971	$5.718M	0.5%	$111.23	-9.7%	COM	858119100
CMCSA	COMCAST CORP NEW	124,526	$5.586M	0.5%	$34.63	+19.8%	CL A	20030N101
DHI	D R HORTON INC	50,939	$5.548M	0.5%	$111.13	+5.3%	COM	23331A109
IDXX	IDEXX LABS INC	12,615	$5.513M	0.5%	$478.79	+4.2%	COM	45168D104
DHR	DANAHER CORPORATION	20,540	$5.077M	0.5%	$224.08	-1.7%	COM	235851102
MGM	MGM RESORTS INTERNATIONAL	138,253	$5.066M	0.5%	$42.59	+3.8%	COM	552953101
BAC	BANK AMERICA CORP	183,667	$5.062M	0.5%	$30.44	-8.6%	COM	060505104
ABT	ABBOTT LABS	51,432	$5.047M	0.5%	$100.00	+0.4%	COM	002824100
HPE	HEWLETT PACKARD ENTERPRISE C	284,695	$5.019M	0.5%	$15.74	+2.2%	COM	42824C109
VZ	VERIZON COMMUNICATIONS INC	152,128	$4.952M	0.5%	$32.04	-9.5%	COM	92343V104
NFLX	NETFLIX INC	13,144	$4.947M	0.5%	$33.09	+28.1%	COM	64110L106
AKAM	AKAMAI TECHNOLOGIES INC	45,031	$4.82M	0.4%	$87.96	+13.2%	COM	00971T101
DELL	DELL TECHNOLOGIES INC	68,853	$4.716M	0.4%	$57.22	0.0%	CL C	24703L202
MANH	MANHATTAN ASSOCIATES INC	23,342	$4.602M	0.4%	$195.17	0.0%	COM	562750109
RS	RELIANCE STEEL & ALUMINUM CO	17,257	$4.528M	0.4%	$235.67	+17.6%	COM	759509102
BMY	BRISTOL-MYERS SQUIBB CO	77,323	$4.496M	0.4%	$61.30	-11.3%	COM	110122108
WFC	WELLS FARGO CO NEW	107,916	$4.415M	0.4%	$40.07	+1.6%	COM	949746101
COP	CONOCOPHILLIPS	35,333	$4.336M	0.4%	$97.60	+10.5%	COM	20825C104
AMGN	AMGEN INC	15,788	$4.276M	0.4%	$224.03	+3.5%	COM	031162100
HD	HOME DEPOT INC	14,029	$4.258M	0.4%	$289.21	+4.8%	COM	437076102
INTU	INTUIT	8,270	$4.236M	0.4%	$403.22	+23.7%	COM	461202103
MCHP	MICROCHIP TECHNOLOGY INC.	52,618	$4.136M	0.4%	$74.27	+6.0%	COM	595017104
NVR	NVR INC	679	$4.116M	0.4%	$5243.48	+18.4%	COM	62944T105
ORCL	ORACLE CORP	37,751	$4.007M	0.4%	$91.94	+22.7%	COM	68389X105
NUE	NUCOR CORP	25,380	$4.004M	0.4%	$152.30	+4.7%	COM	670346105
AMD	ADVANCED MICRO DEVICES INC	38,144	$3.92M	0.4%	$88.97	+22.0%	COM	007903107
CAT	CATERPILLAR INC	14,173	$3.915M	0.4%	$242.06	+8.0%	COM	149123101
PFE	PFIZER INC	120,428	$3.865M	0.4%	$36.55	-16.4%	COM	717081103
DBX	DROPBOX INC	140,148	$3.816M	0.4%	$21.93	+24.3%	CL A	26210C104
CCEP	COCA-COLA EUROPACIFIC PARTNE	59,100	$3.711M	0.3%	$51.33	+15.1%	SHS	G25839104
QCOM	QUALCOMM INC	32,429	$3.603M	0.3%	$114.50	-3.9%	COM	747525103
AMAT	APPLIED MATLS INC	25,733	$3.557M	0.3%	$111.90	+25.5%	COM	038222105
MELI	MERCADOLIBRE INC	2,705	$3.447M	0.3%	$1152.26	+10.4%	COM	58733R102
BKNG	BOOKING HOLDINGS INC	1,107	$3.437M	0.3%	$2394.16	+24.4%	COM	09857L108
CLX	CLOROX CO DEL	26,701	$3.434M	0.3%	$144.54	-3.2%	COM	189054109
SHW	SHERWIN WILLIAMS CO	13,208	$3.384M	0.3%	$240.33	+9.1%	COM	824348106
SPGI	S&P GLOBAL INC	9,099	$3.353M	0.3%	$345.04	+11.8%	COM	78409V104
UBER	UBER TECHNOLOGIES INC	71,811	$3.313M	0.3%	$33.46	+36.5%	COM	90353T100
ISRG	INTUITIVE SURGICAL INC	10,893	$3.226M	0.3%	$246.36	+26.8%	COM NEW	46120E602
PLD	PROLOGIS INC.	28,401	$3.185M	0.3%	$111.93	+1.0%	COM	74340W103
TAP	MOLSON COORS BEVERAGE CO	50,377	$3.154M	0.3%	$56.37	+6.7%	CL B	60871R209
ELV	ELEVANCE HEALTH INC	7,004	$3.133M	0.3%	$455.20	-4.1%	COM	036752103
FTNT	FORTINET INC	53,048	$3.109M	0.3%	$56.85	+16.4%	COM	34959E109
MDT	MEDTRONIC PLC	39,310	$3.093M	0.3%	$74.52	+4.4%	SHS	G5960L103
FICO	FAIR ISAAC CORP	3,485	$3.091M	0.3%	$689.72	+24.4%	COM	303250104
GS	GOLDMAN SACHS GROUP INC	9,380	$3.05M	0.3%	$321.69	-2.0%	COM	38141G104
HLT	HILTON WORLDWIDE HLDGS INC	19,762	$3.037M	0.3%	$139.61	+7.5%	COM	43300A203
PINS	PINTEREST INC	114,291	$3.028M	0.3%	$27.10	+0.7%	CL A	72352L106
ADP	AUTOMATIC DATA PROCESSING IN	12,196	$2.967M	0.3%	$217.75	+6.2%	COM	053015103
VRTX	VERTEX PHARMACEUTICALS INC	7,997	$2.819M	0.3%	$300.68	+16.3%	COM	92532F100
MPC	MARATHON PETE CORP	18,208	$2.812M	0.3%	$119.40	+11.1%	COM	56585A102
MRSH	MARSH & MCLENNAN COS INC	14,396	$2.784M	0.3%	$159.32	+15.9%	COM	571748102
TJX	TJX COS INC NEW	30,956	$2.773M	0.3%	$76.10	+12.1%	COM	872540109
SYK	STRYKER CORPORATION	10,119	$2.767M	0.3%	$257.74	+8.6%	COM	863667101
KR	KROGER CO	61,316	$2.765M	0.3%	$42.89	+4.1%	COM	501044101
MDLZ	MONDELEZ INTL INC	39,733	$2.757M	0.3%	$61.12	+10.0%	CL A	609207105
DE	DEERE & CO	7,156	$2.753M	0.3%	$397.10	+0.2%	COM	244199105
HUBS	HUBSPOT INC	5,605	$2.752M	0.3%	$422.93	+23.5%	COM	443573100
CVS	CVS HEALTH CORP	38,386	$2.688M	0.3%	$75.19	-14.1%	COM	126650100
CL	COLGATE PALMOLIVE CO	37,534	$2.677M	0.2%	$70.33	+0.8%	COM	194162103
ACN	ACCENTURE PLC IRELAND	8,846	$2.661M	0.2%	$261.35	+16.5%	SHS CLASS A	G1151C101
SRE	SEMPRA	39,191	$2.656M	0.2%	$67.40	-1.2%	COM	816851109
REGN	REGENERON PHARMACEUTICALS	3,168	$2.644M	0.2%	$750.05	+4.2%	COM	75886F107
UNP	UNION PAC CORP	12,893	$2.632M	0.2%	$189.39	+8.8%	COM	907818108
CB	CHUBB LIMITED	12,192	$2.588M	0.2%	$202.74	-2.9%	COM	H1467J104
LSCC	LATTICE SEMICONDUCTOR CORP	30,198	$2.556M	0.2%	$86.70	—	COM	518415104
EA	ELECTRONIC ARTS INC	21,423	$2.553M	0.2%	$121.07	+2.7%	COM	285512109
SLB	SCHLUMBERGER LTD	41,822	$2.549M	0.2%	$46.61	+16.7%	COM STK	806857108
CI	THE CIGNA GROUP	8,719	$2.531M	0.2%	$276.18	-1.2%	COM	125523100
—	LAM RESEARCH CORP	3,922	$2.461M	0.2%	$531.36	—	COM	512807108
EXPE	EXPEDIA GROUP INC	23,962	$2.458M	0.2%	$104.01	+5.3%	COM NEW	30212P303
ROST	ROSS STORES INC	21,663	$2.422M	0.2%	$111.83	0.0%	COM	778296103
SCHW	SCHWAB CHARLES CORP	43,072	$2.35M	0.2%	$70.22	-16.7%	COM	808513105
C	CITIGROUP INC	56,488	$2.327M	0.2%	$44.28	-8.6%	COM NEW	172967424
ZTS	ZOETIS INC	13,365	$2.326M	0.2%	$161.28	+9.7%	CL A	98978V103
MS	MORGAN STANLEY	27,721	$2.278M	0.2%	$84.81	-5.3%	COM NEW	617446448
BSX	BOSTON SCIENTIFIC CORP	41,848	$2.233M	0.2%	$47.13	+11.3%	COM	101137107
AMT	AMERICAN TOWER CORP NEW	13,716	$2.226M	0.2%	$189.59	-11.6%	COM	03027X100
EOG	EOG RES INC	17,040	$2.206M	0.2%	$104.44	+12.2%	COM	26875P101
PPG	PPG INDS INC	16,855	$2.201M	0.2%	$132.02	+0.8%	COM	693506107
INTC	INTEL CORP	59,953	$2.109M	0.2%	$33.70	+1.5%	COM	458140100
CME	CME GROUP INC	10,443	$2.106M	0.2%	$161.97	+11.2%	COM	12572Q105
PANW	PALO ALTO NETWORKS INC	8,928	$2.1M	0.2%	$84.74	+39.6%	COM	697435105
FISV	FISERV INC	18,256	$2.073M	0.2%	$110.46	+11.5%	COM	337738108
KLAC	KLA CORP	4,505	$2.064M	0.2%	$387.34	+21.2%	COM NEW	482480100
BX	BLACKSTONE INC	19,049	$2.062M	0.2%	$81.16	+20.1%	COM	09260D107
MSCI	MSCI INC	3,936	$2.053M	0.2%	$511.33	-0.1%	COM	55354G100
SNPS	SYNOPSYS INC	4,398	$2.026M	0.2%	$357.27	+25.3%	COM	871607107
DRI	DARDEN RESTAURANTS INC	13,922	$1.992M	0.2%	$139.15	+5.7%	COM	237194105
EQIX	EQUINIX INC	2,742	$1.977M	0.2%	$662.35	+11.1%	COM	29444U700
BDX	BECTON DICKINSON & CO	7,507	$1.972M	0.2%	$232.23	+11.2%	COM	075887109
DIS	DISNEY WALT CO	24,272	$1.945M	0.2%	$98.50	-15.3%	COM	254687106
—	ACTIVISION BLIZZARD INC	20,789	$1.945M	0.2%	$84.89	—	COM	00507V109
EBAY	EBAY INC.	43,128	$1.883M	0.2%	$43.32	-1.5%	COM	278642103
ICE	INTERCONTINENTAL EXCHANGE IN	16,736	$1.855M	0.2%	$100.24	+10.9%	COM	45866F104
CSX	CSX CORP	59,492	$1.819M	0.2%	$29.47	+3.8%	COM	126408103
HUM	HUMANA INC	3,668	$1.816M	0.2%	$478.45	-4.6%	COM	444859102
AON	AON PLC	5,500	$1.812M	0.2%	$303.19	+7.3%	SHS CL A	G0403H108
VST	VISTRA CORP	54,085	$1.808M	0.2%	$29.25	0.0%	COM	92840M102
ITW	ILLINOIS TOOL WKS INC	7,783	$1.806M	0.2%	$217.67	+5.7%	COM	452308109
PYPL	PAYPAL HLDGS INC	29,827	$1.735M	0.2%	$76.54	-15.1%	COM	70450Y103
MCK	MCKESSON CORP	3,925	$1.735M	0.2%	$358.16	+16.3%	COM	58155Q103
HCA	HCA HEALTHCARE INC	6,864	$1.72M	0.2%	$249.18	+7.7%	COM	40412C101
FDX	FEDEX CORP	6,433	$1.714M	0.2%	$202.46	+21.9%	COM	31428X106
NEE	NEXTERA ENERGY INC	29,746	$1.698M	0.2%	$70.65	-8.8%	COM	65339F101
SBUX	STARBUCKS CORP	18,338	$1.67M	0.2%	$96.88	-4.6%	COM	855244109
—	ARISTA NETWORKS INC	9,053	$1.67M	0.2%	$162.05	—	COM	040413106
ADI	ANALOG DEVICES INC	9,429	$1.663M	0.2%	$170.53	+3.8%	COM	032654105
VLO	VALERO ENERGY CORP	11,169	$1.644M	0.2%	$123.00	-0.7%	COM	91913Y100
—	PIONEER NAT RES CO	6,995	$1.638M	0.2%	$202.20	—	COM	723787107
PSX	PHILLIPS 66	13,188	$1.627M	0.2%	$96.33	+7.3%	COM	718546104
DINO	HF SINCLAIR CORP	27,698	$1.624M	0.2%	$45.96	+6.8%	COM	403949100
EXAS	EXACT SCIENCES CORP	23,442	$1.621M	0.2%	$80.71	+5.1%	COM	30063P105
COR	CENCORA INC	8,747	$1.599M	0.1%	$165.54	+9.3%	COM	03073E105
WY	WEYERHAEUSER CO MTN BE	52,214	$1.593M	0.1%	$29.70	+3.1%	COM NEW	962166104
XRAY	DENTSPLY SIRONA INC	46,661	$1.593M	0.1%	$38.70	-1.7%	COM	24906P109
BKR	BAKER HUGHES COMPANY	42,972	$1.572M	0.1%	$33.53	0.0%	CL A	05722G100
—	SPLUNK INC	10,674	$1.564M	0.1%	$123.76	—	COM	848637104
MCO	MOODYS CORP	4,825	$1.537M	0.1%	$294.98	+13.2%	COM	615369105
MDB	MONGODB INC	4,450	$1.527M	0.1%	$300.79	+26.2%	CL A	60937P106
AJG	GALLAGHER ARTHUR J & CO	6,569	$1.516M	0.1%	$186.27	+17.6%	COM	363576109
ABNB	AIRBNB INC	10,921	$1.49M	0.1%	$114.54	+20.5%	COM CL A	009066101
APH	AMPHENOL CORP NEW	17,522	$1.473M	0.1%	$38.49	+9.5%	CL A	032095101
JBL	JABIL INC	11,695	$1.461M	0.1%	$108.78	0.0%	COM	466313103
SJM	SMUCKER J M CO	11,633	$1.45M	0.1%	$131.58	-1.3%	COM NEW	832696405
FCX	FREEPORT-MCMORAN INC	38,706	$1.445M	0.1%	$39.90	-2.2%	CL B	35671D857
UHS	UNIVERSAL HLTH SVCS INC	11,028	$1.398M	0.1%	$135.05	0.0%	CL B	913903100
AXP	AMERICAN EXPRESS CO	9,036	$1.357M	0.1%	$160.00	-0.7%	COM	025816109
EW	EDWARDS LIFESCIENCES CORP	19,304	$1.351M	0.1%	$78.60	+2.2%	COM	28176E108
TT	TRANE TECHNOLOGIES PLC	6,606	$1.349M	0.1%	$175.88	+11.3%	SHS	G8994E103
MCD	MCDONALDS CORP	5,026	$1.335M	0.1%	$250.51	+7.6%	COM	580135101
ETN	EATON CORP PLC	6,158	$1.327M	0.1%	$160.16	+30.9%	SHS	G29183103
HUBB	HUBBELL INC	4,150	$1.319M	0.1%	$255.44	+20.7%	COM	443510607
CTAS	CINTAS CORP	2,707	$1.31M	0.1%	$107.49	+13.5%	COM	172908105
ADSK	AUTODESK INC	6,224	$1.294M	0.1%	$205.89	+2.1%	COM	052769106
AFL	AFLAC INC	16,648	$1.293M	0.1%	$64.27	+9.7%	COM	001055102
RPM	RPM INTL INC	13,510	$1.291M	0.1%	$97.49	0.0%	COM	749685103
WDAY	WORKDAY INC	6,109	$1.29M	0.1%	$182.59	+27.0%	CL A	98138H101
URI	UNITED RENTALS INC	2,840	$1.273M	0.1%	$407.64	+9.8%	COM	911363109
ORLY	OREILLY AUTOMOTIVE INC	1,380	$1.266M	0.1%	$60.24	+4.1%	COM	67103H107
GM	GENERAL MTRS CO	37,871	$1.256M	0.1%	$34.97	-0.9%	COM	37045V100
USB	US BANCORP DEL	38,623	$1.254M	0.1%	$38.63	-15.9%	COM NEW	902973304
APO	APOLLO GLOBAL MGMT INC	13,629	$1.242M	0.1%	$81.05	0.0%	COM	03769M106
STZ	CONSTELLATION BRANDS INC	4,912	$1.236M	0.1%	$211.08	+18.1%	CL A	21036P108
KMB	KIMBERLY-CLARK CORP	10,142	$1.233M	0.1%	$116.26	+1.3%	COM	494368103
UTHR	UNITED THERAPEUTICS CORP DEL	5,433	$1.228M	0.1%	$233.83	-1.5%	COM	91307C102
LIN	LINDE PLC	3,276	$1.224M	0.1%	$369.03	0.0%	SHS	G54950103
PSA	PUBLIC STORAGE	4,629	$1.223M	0.1%	$260.60	-2.7%	COM	74460D109
TTD	THE TRADE DESK INC	15,669	$1.217M	0.1%	$59.24	+36.5%	COM CL A	88339J105
PGR	PROGRESSIVE CORP	8,645	$1.214M	0.1%	$125.38	-4.0%	COM	743315103
MET	METLIFE INC	19,154	$1.205M	0.1%	$61.77	-6.1%	COM	59156R108
MNST	MONSTER BEVERAGE CORP NEW	22,653	$1.204M	0.1%	$55.82	+1.8%	COM	61174X109
ON	ON SEMICONDUCTOR CORP	12,775	$1.201M	0.1%	$75.97	+27.9%	COM	682189105
TDG	TRANSDIGM GROUP INC	1,409	$1.195M	0.1%	$615.96	+21.7%	COM	893641100
ECL	ECOLAB INC	7,027	$1.189M	0.1%	$150.99	+17.4%	COM	278865100
WIX	WIX COM LTD	12,579	$1.171M	0.1%	$85.95	+3.9%	SHS	M98068105
MRVL	MARVELL TECHNOLOGY INC	21,246	$1.147M	0.1%	$42.39	+38.1%	COM	573874104
PNC	PNC FINL SVCS GROUP INC	9,319	$1.145M	0.1%	$134.62	-14.5%	COM	693475105
CCI	CROWN CASTLE INC	12,430	$1.145M	0.1%	$117.52	-23.1%	COM	22822V101
CPRT	COPART INC	26,199	$1.138M	0.1%	$39.50	+12.5%	COM	217204106
CNC	CENTENE CORP DEL	16,424	$1.138M	0.1%	$70.99	-6.3%	COM	15135B101
PAYX	PAYCHEX INC	9,682	$1.134M	0.1%	$104.30	+7.6%	COM	704326107
CHKP	CHECK POINT SOFTWARE TECH LT	8,455	$1.133M	0.1%	$127.41	+3.1%	ORD	M22465104
HAL	HALLIBURTON CO	27,066	$1.131M	0.1%	$34.74	+6.5%	COM	406216101
—	TE CONNECTIVITY LTD	9,130	$1.13M	0.1%	$129.14	—	SHS	H84989104
—	VMWARE INC	6,749	$1.127M	0.1%	$128.11	—	CL A COM	928563402
FERG1GBX	FERGUSON PLC NEW	6,691	$1.124M	0.1%	$134.59	—	SHS	G3421J106
CMG	CHIPOTLE MEXICAN GRILL INC	603	$1.109M	0.1%	$31.42	+24.1%	COM	169656105
ADM	ARCHER DANIELS MIDLAND CO	14,559	$1.107M	0.1%	$74.39	+0.3%	COM	039483102
TFC	TRUIST FINL CORP	38,754	$1.094M	0.1%	$37.29	-27.2%	COM	89832Q109
VTRS	VIATRIS INC	111,320	$1.092M	0.1%	$9.69	-3.7%	COM	92556V106
COF	CAPITAL ONE FINL CORP	11,253	$1.092M	0.1%	$99.69	+3.4%	COM	14040H105
CHTR	CHARTER COMMUNICATIONS INC N	2,358	$1.048M	0.1%	$373.53	+11.3%	CL A	16119P108
ODFL	OLD DOMINION FREIGHT LINE IN	2,551	$1.036M	0.1%	$199.48	0.0%	COM	679580100
SPG	SIMON PPTY GROUP INC NEW	9,496	$1.033M	0.1%	$101.94	+1.3%	COM	828806109
IQV	IQVIA HLDGS INC	5,185	$1.025M	0.1%	$213.73	+1.6%	COM	46266C105
PRU	PRUDENTIAL FINL INC	10,749	$1.02M	0.1%	$74.14	+13.7%	COM	744320102
AMP	AMERIPRISE FINL INC	3,067	$1.013M	0.1%	$314.59	+5.1%	COM	03076C106
GIS	GENERAL MLS INC	15,781	$1.012M	0.1%	$72.09	-10.4%	COM	370334104
OTIS	OTIS WORLDWIDE CORP	12,463	$1.003M	0.1%	$78.91	+4.1%	COM	68902V107
DXCM	DEXCOM INC	10,492	$1.002M	0.1%	$113.57	-0.7%	COM	252131107
YUM	YUM BRANDS INC	7,974	$989K	0.1%	$121.74	+3.1%	COM	988498101
INVH	INVITATION HOMES INC	31,102	$988K	0.1%	$29.45	+6.6%	COM	46187W107
DT	DYNATRACE INC	20,967	$979K	0.1%	$40.57	+21.1%	COM NEW	268150109
—	WESTROCK CO	26,939	$975K	0.1%	$36.19	—	COM	96145D105
SYY	SYSCO CORP	14,393	$957K	0.1%	$68.04	-1.5%	COM	871829107
ALGN	ALIGN TECHNOLOGY INC	3,093	$951K	0.1%	$328.01	+5.3%	COM	016255101
GWW	GRAINGER W W INC	1,334	$932K	0.1%	$621.54	+14.0%	COM	384802104
MTD	METTLER TOLEDO INTERNATIONAL	833	$931K	0.1%	$1501.94	-18.4%	COM	592688105
MNDY	MONDAY COM LTD	5,837	$927K	0.1%	$155.99	+7.6%	SHS	M7S64H106
CMI	CUMMINS INC	3,994	$924K	0.1%	$212.93	+7.3%	COM	231021106
CRWD	CROWDSTRIKE HLDGS INC	5,553	$918K	0.1%	$116.44	+33.5%	CL A	22788C105
CEG	CONSTELLATION ENERGY CORP	8,301	$907K	0.1%	$79.03	+28.4%	COM	21037T109
A	AGILENT TECHNOLOGIES INC	8,035	$900K	0.1%	$143.24	-17.8%	COM	00846U101
CBOE	CBOE GLOBAL MKTS INC	5,691	$890K	0.1%	$121.75	+18.1%	COM	12503M108
DECK	DECKERS OUTDOOR CORP	1,710	$868K	0.1%	$86.19	+3.9%	COM	243537107
GEHC	GE HEALTHCARE TECHNOLOGIES I	12,412	$866K	0.1%	$76.37	-5.1%	COMMON STOCK	36266G107
PLTR	PALANTIR TECHNOLOGIES INC	54,707	$863K	0.1%	$11.37	+40.1%	CL A	69608A108
KDP	KEURIG DR PEPPER INC	27,259	$858K	0.1%	$32.13	-4.4%	COM	49271V100
VEEV	VEEVA SYS INC	4,088	$829K	0.1%	$170.59	+18.1%	CL A COM	922475108
WST	WEST PHARMACEUTICAL SVSC INC	2,170	$823K	0.1%	$291.13	+32.0%	COM	955306105
AZO	AUTOZONE INC	321	$822K	0.1%	$2438.91	+2.9%	COM	053332102
KVUE	KENVUE INC	40,490	$814K	0.1%	$21.04	0.0%	COM	49177J102
SNA	SNAP ON INC	3,158	$814K	0.1%	$234.75	+8.1%	COM	833034101
TW	TRADEWEB MKTS INC	10,077	$812K	0.1%	$76.71	+3.9%	CL A	892672106
EQR	EQUITY RESIDENTIAL	13,718	$806K	0.1%	$55.18	+5.8%	SH BEN INT	29476L107
TEAM	ATLASSIAN CORPORATION	4,090	$805K	0.1%	$159.52	+19.0%	CL A	049468101
HSY	HERSHEY CO	3,971	$802K	0.1%	$217.16	-3.9%	COM	427866108
L	LOEWS CORP	12,514	$800K	0.1%	$60.17	+2.8%	COM	540424108
AMH	AMERICAN HOMES 4 RENT	23,400	$792K	0.1%	$34.32	—	CL A	02665T306
VICI	VICI PPTYS INC	26,560	$783K	0.1%	$27.52	-1.8%	COM	925652109
O	REALTY INCOME CORP	15,648	$776K	0.1%	$52.57	-4.6%	COM	756109104
CDW	CDW CORP	3,814	$774K	0.1%	$193.29	0.0%	COM	12514G108
ZBH	ZIMMER BIOMET HOLDINGS INC	6,817	$767K	0.1%	$123.02	+0.9%	COM	98956P102
MSI	MOTOROLA SOLUTIONS INC	2,785	$764K	0.1%	$255.40	+8.6%	COM NEW	620076307
VMC	VULCAN MATLS CO	3,703	$759K	0.1%	$195.28	+9.5%	COM	929160109
SNOW	SNOWFLAKE INC	4,996	$755K	0.1%	$146.61	+11.1%	CL A	833445109
ULTA	ULTA BEAUTY INC	1,886	$752K	0.1%	$513.25	-14.8%	COM	90384S303
IT	GARTNER INC	2,152	$745K	0.1%	$330.57	+5.5%	COM	366651107
MAR	MARRIOTT INTL INC NEW	3,716	$742K	0.1%	$161.79	+20.0%	CL A	571903202
ROL	ROLLINS INC	19,485	$734K	0.1%	$38.72	+1.2%	COM	775711104
KKR	KKR & CO INC	11,567	$724K	0.1%	$52.51	+13.8%	COM	48251W104
ESS	ESSEX PPTY TR INC	3,396	$716K	0.1%	$205.04	+4.2%	COM	297178105
MLM	MARTIN MARIETTA MATLS INC	1,720	$713K	0.1%	$436.08	0.0%	COM	573284106
VRSN	VERISIGN INC	3,518	$713K	0.1%	$209.59	-1.8%	COM	92343E102
HOLX	HOLOGIC INC	10,171	$712K	0.1%	$80.50	-6.1%	COM	436440101
KHC	KRAFT HEINZ CO	20,938	$707K	0.1%	$33.58	-9.2%	COM	500754106
INCY	INCYTE CORP	11,986	$702K	0.1%	$69.94	-9.9%	COM	45337C102
AVB	AVALONBAY CMNTYS INC	4,095	$701K	0.1%	$153.72	+10.3%	COM	053484101
IR	INGERSOLL RAND INC	10,720	$689K	0.1%	$56.20	+18.1%	COM	45687V106
EXC	EXELON CORP	18,109	$686K	0.1%	$37.40	-0.4%	COM	30161N101
ED	CONSOLIDATED EDISON INC	8,013	$685K	0.1%	$84.80	-1.1%	COM	209115104
STT	STATE STR CORP	10,087	$681K	0.1%	$75.71	-14.3%	COM	857477103
HIG	HARTFORD FINL SVCS GROUP INC	9,345	$674K	0.1%	$70.19	-1.1%	COM	416515104
LOW	LOWES COS INC	3,235	$672K	0.1%	$192.20	+11.8%	COM	548661107
CBRE	CBRE GROUP INC	9,087	$666K	0.1%	$81.70	+1.5%	CL A	12504L109
CHD	CHURCH & DWIGHT CO INC	6,884	$633K	0.1%	$91.41	+1.9%	COM	171340102
CZR	CAESARS ENTERTAINMENT INC NE	13,249	$620K	0.1%	$53.13	0.0%	COM	12769G100
BAH	BOOZ ALLEN HAMILTON HLDG COR	5,654	$615K	0.1%	$89.56	+22.3%	CL A	099502106
NTAP	NETAPP INC	8,026	$612K	0.1%	$67.40	+9.0%	COM	64110D104
DPZ	DOMINOS PIZZA INC	1,531	$585K	0.1%	$371.81	0.0%	COM	25754A201
SBAC	SBA COMMUNICATIONS CORP NEW	2,917	$579K	0.1%	$261.06	-18.5%	CL A	78410G104
WAB	WABTEC	5,272	$566K	0.1%	$101.76	+8.1%	COM	929740108
EL	LAUDER ESTEE COS INC	3,969	$563K	0.1%	$240.71	-33.9%	CL A	518439104
MKL	MARKEL GROUP INC	366	$552K	0.1%	$1333.29	+9.8%	COM	570535104
—	SUPER MICRO COMPUTER INC	2,044	$551K	0.1%	$269.38	—	COM	86800U104
AWK	AMERICAN WTR WKS CO INC NEW	4,425	$547K	0.1%	$138.91	-4.4%	COM	030420103
EIX	EDISON INTL	8,583	$546K	0.1%	$59.21	+5.4%	COM	281020107
GPN	GLOBAL PMTS INC	4,690	$545K	0.1%	$105.24	+10.3%	COM	37940X102
DDOG	DATADOG INC	6,103	$543K	0.1%	$78.72	+25.7%	CL A COM	23804L103
DAL	DELTA AIR LINES INC DEL	14,693	$543K	0.1%	$40.22	+5.2%	COM NEW	247361702
HWM	HOWMET AEROSPACE INC	11,599	$539K	0.1%	$41.90	+15.5%	COM	443201108
AME	AMETEK INC	3,619	$539K	0.1%	$139.44	+10.3%	COM	031100100
GFF	GRIFFON CORP	8,226	$524K	0.0%	$40.03	0.0%	COM	398433102
BIIB	BIOGEN INC	1,997	$515K	0.0%	$276.70	-3.3%	COM	09062X103
TDOC	TELADOC HEALTH INC	17,815	$515K	0.0%	$23.34	0.0%	COM	87918A105
DASH	DOORDASH INC	6,588	$513K	0.0%	$81.41	0.0%	CL A	25809K105
DKNG	DRAFTKINGS INC NEW	17,296	$500K	0.0%	$29.54	0.0%	COM CL A	26142V105
LULU	LULULEMON ATHLETICA INC	1,264	$479K	0.0%	$347.95	+9.8%	COM	550021109
NBIX	NEUROCRINE BIOSCIENCES INC	4,151	$478K	0.0%	$104.06	+1.2%	COM	64125C109
MTB	M & T BK CORP	3,746	$474K	0.0%	$120.47	0.0%	COM	55261F104
SO	SOUTHERN CO	7,157	$466K	0.0%	$60.78	+4.9%	COM	842587107
NDAQ	NASDAQ INC	9,262	$453K	0.0%	$55.41	-11.6%	COM	631103108
MU	MICRON TECHNOLOGY INC	6,908	$450K	0.0%	$66.28	0.0%	COM	595112103
CCL	CARNIVAL CORP	31,027	$448K	0.0%	$16.57	0.0%	COMMON STOCK	143658300
FTV	FORTIVE CORP	5,999	$446K	0.0%	$49.69	+14.5%	COM	34959J108
MAA	MID-AMER APT CMNTYS INC	3,458	$446K	0.0%	$141.55	-7.2%	COM	59522J103
ZS	ZSCALER INC	2,856	$431K	0.0%	$120.60	+24.3%	COM	98980G102
BRO	BROWN & BROWN INC	5,918	$419K	0.0%	$58.92	+19.3%	COM	115236101
NET	CLOUDFLARE INC	6,639	$419K	0.0%	$60.19	+6.4%	CL A COM	18915M107
TXN	TEXAS INSTRS INC	2,554	$406K	0.0%	$161.35	-1.5%	COM	882508104
KEYS	KEYSIGHT TECHNOLOGIES INC	3,009	$399K	0.0%	$169.76	-12.8%	COM	49338L103
J	JACOBS SOLUTIONS INC	2,903	$395K	0.0%	$105.59	0.0%	COM	46982L108
—	AMCOR PLC	42,629	$391K	0.0%	$10.14	-14.0%	ORD	G0250X107
RNG	RINGCENTRAL INC	8,526	$386K	0.0%	$33.22	0.0%	CL A	76680R206
CNP	CENTERPOINT ENERGY INC	14,314	$382K	0.0%	$27.13	0.0%	COM	15189T107
LVS	LAS VEGAS SANDS CORP	8,326	$379K	0.0%	$55.23	-6.4%	COM	517834107
TOL	TOLL BROTHERS INC	3,256	$378K	0.0%	$78.94	0.0%	COM	889478103
FIS	FIDELITY NATL INFORMATION SV	6,373	$356K	0.0%	$59.22	-8.2%	COM	31620M106
—	MARATHON OIL CORP	12,927	$354K	0.0%	$27.41	—	COM	565849106
FCNCA	FIRST CTZNS BANCSHARES INC N	258	$354K	0.0%	$834.44	+63.2%	CL A	31946M103
HST	HOST HOTELS & RESORTS INC	21,276	$349K	0.0%	$14.43	+0.3%	COM	44107P104
OKTA	OKTA INC	4,150	$338K	0.0%	$75.82	0.0%	CL A	679295105
MAS	MASCO CORP	6,125	$333K	0.0%	$55.30	0.0%	COM	574599106
CFG	CITIZENS FINL GROUP INC	12,564	$331K	0.0%	$25.76	0.0%	COM	174610105
ATO	ATMOS ENERGY CORP	3,104	$329K	0.0%	$110.00	0.0%	COM	049560105
LII	LENNOX INTL INC	863	$327K	0.0%	$352.69	0.0%	COM	526107107
SSNC	SS&C TECHNOLOGIES HLDGS INC	6,097	$322K	0.0%	$56.89	+0.5%	COM	78467J100
PKG	PACKAGING CORP AMER	2,041	$314K	0.0%	$136.75	0.0%	COM	695156109
APD	AIR PRODS & CHEMS INC	1,093	$314K	0.0%	$274.86	0.0%	COM	009158106
KIM	KIMCO RLTY CORP	17,766	$313K	0.0%	$17.85	-3.3%	COM	49446R109
JAZZ	JAZZ PHARMACEUTICALS PLC	2,385	$313K	0.0%	$145.21	-8.2%	SHS USD	G50871105
UDR	UDR INC	8,636	$308K	0.0%	$36.82	-1.9%	COM	902653104
WYNN	WYNN RESORTS LTD	3,283	$300K	0.0%	$101.96	-4.0%	COM	983134107
GLPI	GAMING & LEISURE PPTYS INC	6,504	$300K	0.0%	$50.91	—	COM	36467J108
LYV	LIVE NATION ENTERTAINMENT IN	3,514	$294K	0.0%	$78.06	+11.6%	COM	538034109
UPS	UNITED PARCEL SERVICE INC	1,871	$291K	0.0%	$158.15	-4.1%	CL B	911312106
—	JUNIPER NETWORKS INC	9,714	$270K	0.0%	$34.04	—	COM	48203R104
AEP	AMERICAN ELEC PWR CO INC	3,448	$257K	0.0%	$81.69	-9.0%	COM	025537101
EXTR	EXTREME NETWORKS	6,677	$254K	0.0%	$27.06	0.0%	COM	30226D106
SYF	SYNCHRONY FINANCIAL	8,227	$254K	0.0%	$31.63	0.0%	COM	87165B103
WK	WORKIVA INC	1,594	$250K	0.0%	$103.93	0.0%	COM CL A	98139A105
CPT	CAMDEN PPTY TR	2,594	$245K	0.0%	$96.63	0.0%	SH BEN INT	133131102
ARW	ARROW ELECTRS INC	1,888	$243K	0.0%	$119.23	+11.8%	COM	042735100
VIPS	VIPSHOP HLDGS LTD	15,038	$239K	0.0%	$15.92	—	SPONSORED ADS A	92763W103
D	DOMINION ENERGY INC	5,367	$237K	0.0%	$50.47	-12.8%	COM	25746U109
LW	LAMB WESTON HLDGS INC	2,504	$231K	0.0%	$93.74	+3.0%	COM	513272104
DUK	DUKE ENERGY CORP NEW	2,579	$229K	0.0%	$88.17	-5.2%	COM NEW	26441C204
ANF	ABERCROMBIE & FITCH CO	2,549	$223K	0.0%	$44.40	0.0%	CL A	002896207
ACM	AECOM	2,481	$207K	0.0%	$84.14	0.0%	COM	00766T100
TGT	TARGET CORP	1,869	$205K	0.0%	$146.71	-20.7%	COM	87612E106
—	SMARTSHEET INC	3,226	$202K	0.0%	$62.48	—	COM CL A	83200N103
ACI	ALBERTSONS COS INC	8,785	$201K	0.0%	$19.31	+7.9%	COMMON STOCK	013091103
TEVA	TEVA PHARMACEUTICAL INDS LTD	17,822	$182K	0.0%	$10.22	—	SPONSORED ADS	881624209
OPEN	OPENDOOR TECHNOLOGIES INC	30,210	$123K	0.0%	$3.72	0.0%	COM	683712103
TME	TENCENT MUSIC ENTMT GROUP	16,065	$100K	0.0%	$8.16	—	SPON ADS	88034P109