Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
NVDA	NVIDIA CORPORATION	369,723	$68.98M	6.7%	$126.99	+37.2%	COM	67066G104
MSFT	MICROSOFT CORP	123,135	$63.78M	6.2%	$432.38	+17.7%	COM	594918104
AAPL	APPLE INC	164,708	$41.94M	4.1%	$201.41	+12.0%	COM	037833100
AVGO	BROADCOM INC	103,486	$34.14M	3.3%	$237.19	+28.9%	COM	11135F101
AMZN	AMAZON COM INC	151,362	$33.23M	3.2%	$198.46	+14.1%	COM	023135106
GOOGL	ALPHABET INC	126,972	$30.87M	3.0%	$164.14	+27.4%	CAP STK CL A	02079K305
META	META PLATFORMS INC	36,249	$26.62M	2.6%	$616.61	+20.5%	CL A	30303M102
JPM	JPMORGAN CHASE & CO.	71,898	$22.68M	2.2%	$252.67	+17.1%	COM	46625H100
LLY	ELI LILLY & CO	26,469	$20.2M	2.0%	$771.85	-3.8%	COM	532457108
ABBV	ABBVIE INC	82,638	$19.13M	1.9%	$186.40	+8.3%	COM	00287Y109
CSCO	CISCO SYS INC	211,454	$14.47M	1.4%	$60.38	+11.6%	COM	17275R102
PG	PROCTER AND GAMBLE CO	93,461	$14.36M	1.4%	$160.54	-3.5%	COM	742718109
NFLX	NETFLIX INC	11,849	$14.21M	1.4%	$113.07	+7.9%	COM	64110L106
V	VISA INC	40,281	$13.75M	1.3%	$346.99	-0.5%	COM CL A	92826C839
ORCL	ORACLE CORP	45,437	$12.78M	1.2%	$160.80	+58.1%	COM	68389X105
TSLA	TESLA INC	25,762	$11.46M	1.1%	$309.76	+12.0%	COM	88160R101
GOOG	ALPHABET INC	45,367	$11.05M	1.1%	$164.85	+27.3%	CAP STK CL C	02079K107
HD	HOME DEPOT INC	27,151	$11M	1.1%	$355.91	+9.3%	COM	437076102
LIN	LINDE PLC	22,558	$10.72M	1.0%	$454.68	+3.5%	SHS	G54950103
MA	MASTERCARD INCORPORATED	17,599	$10.01M	1.0%	$552.22	+3.8%	CL A	57636Q104
PEP	PEPSICO INC	68,671	$9.644M	0.9%	$131.03	+7.2%	COM	713448108
TJX	TJX COS INC NEW	66,700	$9.641M	0.9%	$125.88	+5.1%	COM	872540109
CME	CME GROUP INC	32,965	$8.907M	0.9%	$268.48	+0.5%	COM	12572Q105
ABT	ABBOTT LABS	65,108	$8.721M	0.9%	$130.60	+0.0%	COM	002824100
CRM	SALESFORCE INC	35,850	$8.496M	0.8%	$263.75	-4.7%	COM	79466L302
UNP	UNION PAC CORP	35,461	$8.382M	0.8%	$220.29	+1.3%	COM	907818108
KO	COCA COLA CO	121,591	$8.064M	0.8%	$69.79	-2.7%	COM	191216100
WMT	WALMART INC	77,579	$7.995M	0.8%	$94.82	+4.7%	COM	931142103
NOW	SERVICENOW INC	8,686	$7.994M	0.8%	$188.66	-1.0%	COM	81762P102
ADP	AUTOMATIC DATA PROCESSING IN	25,994	$7.629M	0.7%	$301.95	-1.4%	COM	053015103
MU	MICRON TECHNOLOGY INC	44,327	$7.417M	0.7%	$96.31	+32.7%	COM	595112103
PGR	PROGRESSIVE CORP	29,482	$7.281M	0.7%	$256.99	-9.8%	COM	743315103
PLTR	PALANTIR TECHNOLOGIES INC	39,620	$7.227M	0.7%	$117.28	+38.2%	CL A	69608A108
DIS	DISNEY WALT CO	59,640	$6.829M	0.7%	$102.81	+13.8%	COM	254687106
MCD	MCDONALDS CORP	22,378	$6.8M	0.7%	$303.54	-0.7%	COM	580135101
FAST	FASTENAL CO	136,450	$6.692M	0.7%	$40.11	+17.0%	COM	311900104
IBM	INTERNATIONAL BUSINESS MACHS	22,018	$6.213M	0.6%	$254.10	+2.1%	COM	459200101
UNH	UNITEDHEALTH GROUP INC	16,746	$5.782M	0.6%	$334.78	-10.7%	COM	91324P102
BSX	BOSTON SCIENTIFIC CORP	58,836	$5.744M	0.6%	$101.59	+1.9%	COM	101137107
GS	GOLDMAN SACHS GROUP INC	7,038	$5.605M	0.5%	$573.61	+28.1%	COM	38141G104
WM	WASTE MGMT INC DEL	25,344	$5.597M	0.5%	$228.95	-2.3%	COM	94106L109
CB	CHUBB LIMITED	19,502	$5.504M	0.5%	$286.86	-4.1%	COM	H1467J104
AMD	ADVANCED MICRO DEVICES INC	32,915	$5.325M	0.5%	$109.51	+47.4%	COM	007903107
LRCX	LAM RESEARCH CORP	38,334	$5.133M	0.5%	$78.86	+33.8%	COM NEW	512807306
SCHW	SCHWAB CHARLES CORP	52,056	$4.97M	0.5%	$85.25	+10.9%	COM	808513105
BAC	BANK AMERICA CORP	94,909	$4.896M	0.5%	$41.45	+16.6%	COM	060505104
TT	TRANE TECHNOLOGIES PLC	10,947	$4.619M	0.5%	$396.64	+7.6%	SHS	G8994E103
AXP	AMERICAN EXPRESS CO	13,747	$4.566M	0.4%	$279.37	+13.3%	COM	025816109
ISRG	INTUITIVE SURGICAL INC	9,813	$4.389M	0.4%	$522.87	-8.2%	COM NEW	46120E602
MMM	3M CO	27,746	$4.306M	0.4%	$141.25	+8.4%	COM	88579Y101
BKNG	BOOKING HOLDINGS INC	797	$4.303M	0.4%	$5094.53	+9.2%	COM	09857L108
NKE	NIKE INC	60,493	$4.218M	0.4%	$59.77	+23.5%	CL B	654106103
PLD	PROLOGIS INC.	36,565	$4.187M	0.4%	$102.32	+5.8%	COM	74340W103
VZ	VERIZON COMMUNICATIONS INC	95,214	$4.185M	0.4%	$41.82	+1.6%	COM	92343V104
TMUS	T-MOBILE US INC	17,287	$4.138M	0.4%	$241.48	-0.5%	COM	872590104
RCL	ROYAL CARIBBEAN GROUP	12,779	$4.135M	0.4%	$262.14	+26.7%	COM	V7780T103
QCOM	QUALCOMM INC	24,463	$4.07M	0.4%	$145.02	+8.4%	COM	747525103
AMAT	APPLIED MATLS INC	19,642	$4.022M	0.4%	$159.33	+13.5%	COM	038222105
MS	MORGAN STANLEY	25,147	$3.997M	0.4%	$122.89	+19.2%	COM NEW	617446448
ECL	ECOLAB INC	14,496	$3.97M	0.4%	$253.19	+6.8%	COM	278865100
COST	COSTCO WHSL CORP NEW	4,056	$3.754M	0.4%	$990.72	-3.4%	COM	22160K105
C	CITIGROUP INC	36,930	$3.748M	0.4%	$71.20	+32.2%	COM NEW	172967424
SPGI	S&P GLOBAL INC	7,403	$3.603M	0.4%	$508.23	+5.0%	COM	78409V104
INTU	INTUIT	5,270	$3.599M	0.4%	$677.31	+6.2%	COM	461202103
ANET	ARISTA NETWORKS INC	24,038	$3.503M	0.3%	$86.52	+48.8%	COM SHS	040413205
SLB	SCHLUMBERGER LTD	99,669	$3.426M	0.3%	$33.94	+1.2%	COM STK	806857108
CDNS	CADENCE DESIGN SYSTEM INC	9,732	$3.418M	0.3%	$290.76	+18.3%	COM	127387108
JCI	JOHNSON CTLS INTL PLC	31,063	$3.415M	0.3%	$95.75	+11.6%	SHS	G51502105
AZO	AUTOZONE INC	792	$3.398M	0.3%	$3738.26	+7.3%	COM	053332102
JNJ	JOHNSON & JOHNSON	18,242	$3.382M	0.3%	$153.75	+10.2%	COM	478160104
XOM	EXXON MOBIL CORP	29,934	$3.375M	0.3%	$105.43	+4.1%	COM	30231G102
UBER	UBER TECHNOLOGIES INC	34,357	$3.366M	0.3%	$85.32	+9.6%	COM	90353T100
MRK	MERCK & CO INC	39,558	$3.32M	0.3%	$77.64	+4.3%	COM	58933Y105
COF	CAPITAL ONE FINL CORP	15,194	$3.23M	0.3%	$185.05	+17.7%	COM	14040H105
DE	DEERE & CO	7,061	$3.229M	0.3%	$484.68	+1.0%	COM	244199105
RMD	RESMED INC	11,732	$3.211M	0.3%	$237.28	+14.7%	COM	761152107
GE	GE AEROSPACE	10,584	$3.184M	0.3%	$218.59	+24.8%	COM NEW	369604301
MELI	MERCADOLIBRE INC	1,346	$3.146M	0.3%	$2340.93	+2.5%	COM	58733R102
LOW	LOWES COS INC	12,394	$3.115M	0.3%	$220.63	+10.7%	COM	548661107
BX	BLACKSTONE INC	18,080	$3.089M	0.3%	$158.40	+7.0%	COM	09260D107
NEM	NEWMONT CORP	36,622	$3.088M	0.3%	$52.90	+31.2%	COM	651639106
WELL	WELLTOWER INC	17,294	$3.081M	0.3%	$147.88	+10.5%	COM	95040Q104
BRK/A	BERKSHIRE HATHAWAY INC DEL	4	$3.017M	0.3%	$761794.56	-4.6%	CL A	084670108
CBRE	CBRE GROUP INC	19,116	$3.012M	0.3%	$126.46	+22.3%	CL A	12504L109
T	AT&T INC	105,686	$2.985M	0.3%	$26.96	+4.1%	COM	00206R102
CMI	CUMMINS INC	7,004	$2.958M	0.3%	$310.19	+22.7%	COM	231021106
SPOT	SPOTIFY TECHNOLOGY S A	4,200	$2.932M	0.3%	$641.84	+8.9%	SHS	L8681T102
AMGN	AMGEN INC	10,140	$2.862M	0.3%	$277.94	+3.1%	COM	031162100
SHW	SHERWIN WILLIAMS CO	8,141	$2.819M	0.3%	$344.50	+2.0%	COM	824348106
CMCSA	COMCAST CORP NEW	88,734	$2.788M	0.3%	$33.82	-2.0%	CL A	20030N101
FDX	FEDEX CORP	11,805	$2.784M	0.3%	$216.41	+5.5%	COM	31428X106
EA	ELECTRONIC ARTS INC	13,748	$2.773M	0.3%	$147.46	+12.1%	COM	285512109
CAT	CATERPILLAR INC	5,699	$2.719M	0.3%	$330.84	+28.6%	COM	149123101
MDLZ	MONDELEZ INTL INC	42,961	$2.684M	0.3%	$65.08	-2.6%	CL A	609207105
ADBE	ADOBE INC	7,342	$2.59M	0.3%	$385.32	-6.9%	COM	00724F101
BRK/B	BERKSHIRE HATHAWAY INC DEL	5,108	$2.568M	0.3%	$506.76	-4.4%	CL B NEW	084670702
PANW	PALO ALTO NETWORKS INC	12,601	$2.566M	0.3%	$186.10	+2.9%	COM	697435105
TTWO	TAKE-TWO INTERACTIVE SOFTWAR	9,851	$2.545M	0.2%	$229.37	+3.2%	COM	874054109
CI	THE CIGNA GROUP	8,442	$2.433M	0.2%	$317.87	-7.8%	COM	125523100
FHN	FIRST HORIZON CORPORATION	106,306	$2.404M	0.2%	$18.69	+17.5%	COM	320517105
F	FORD MTR CO	200,670	$2.4M	0.2%	$10.81	+4.8%	COM	345370860
CVX	CHEVRON CORP NEW	15,455	$2.4M	0.2%	$140.70	+8.2%	COM	166764100
CL	COLGATE PALMOLIVE CO	29,882	$2.389M	0.2%	$89.72	-5.7%	COM	194162103
GILD	GILEAD SCIENCES INC	21,165	$2.349M	0.2%	$104.39	+7.6%	COM	375558103
ACM	AECOM	17,741	$2.315M	0.2%	$103.04	+16.6%	COM	00766T100
GLW	CORNING INC	27,663	$2.269M	0.2%	$46.30	+40.3%	COM	219350105
HLT	HILTON WORLDWIDE HLDGS INC	8,725	$2.264M	0.2%	$237.69	+13.6%	COM	43300A203
GWW	GRAINGER W W INC	2,369	$2.258M	0.2%	$1029.18	-2.8%	COM	384802104
ITW	ILLINOIS TOOL WKS INC	8,513	$2.22M	0.2%	$237.71	+8.3%	COM	452308109
A	AGILENT TECHNOLOGIES INC	17,263	$2.216M	0.2%	$111.52	+8.1%	COM	00846U101
VRTX	VERTEX PHARMACEUTICALS INC	5,544	$2.171M	0.2%	$460.83	-9.3%	COM	92532F100
ADSK	AUTODESK INC	6,833	$2.171M	0.2%	$284.05	+7.3%	COM	052769106
ICE	INTERCONTINENTAL EXCHANGE IN	12,502	$2.106M	0.2%	$170.47	+4.3%	COM	45866F104
BLK	BLACKROCK INC	1,784	$2.08M	0.2%	$984.39	+12.6%	COM	09290D101
HBAN	HUNTINGTON BANCSHARES INC	118,645	$2.049M	0.2%	$16.82	0.0%	COM	446150104
TXN	TEXAS INSTRS INC	11,058	$2.032M	0.2%	$174.27	+10.9%	COM	882508104
IRM	IRON MTN INC DEL	19,717	$2.01M	0.2%	$92.12	+2.8%	COM	46284V101
WFC	WELLS FARGO CO NEW	23,706	$1.987M	0.2%	$73.80	+9.0%	COM	949746101
MSI	MOTOROLA SOLUTIONS INC	4,330	$1.98M	0.2%	$415.77	+7.8%	COM NEW	620076307
APP	APPLOVIN CORP	2,741	$1.97M	0.2%	$420.03	+9.8%	COM CL A	03831W108
ELV	ELEVANCE HEALTH INC	6,044	$1.953M	0.2%	$383.19	-19.6%	COM	036752103
PH	PARKER-HANNIFIN CORP	2,574	$1.951M	0.2%	$628.26	+17.0%	COM	701094104
SYK	STRYKER CORPORATION	5,253	$1.942M	0.2%	$372.52	+3.2%	COM	863667101
JBL	JABIL INC	8,940	$1.942M	0.2%	$161.93	+34.4%	COM	466313103
DHR	DANAHER CORPORATION	9,741	$1.931M	0.2%	$193.51	+2.5%	COM	235851102
ROST	ROSS STORES INC	12,525	$1.909M	0.2%	$139.54	+1.9%	COM	778296103
MDB	MONGODB INC	6,029	$1.871M	0.2%	$184.86	+39.1%	CL A	60937P106
CNC	CENTENE CORP DEL	51,331	$1.831M	0.2%	$51.15	-40.9%	COM	15135B101
PWR	QUANTA SVCS INC	4,349	$1.802M	0.2%	$322.29	+20.5%	COM	74762E102
INTC	INTEL CORP	53,687	$1.801M	0.2%	$20.72	+16.9%	COM	458140100
KLAC	KLA CORP	1,666	$1.797M	0.2%	$748.55	+24.3%	COM NEW	482480100
EQIX	EQUINIX INC	2,283	$1.788M	0.2%	$806.01	-3.9%	COM	29444U700
REGN	REGENERON PHARMACEUTICALS	3,176	$1.786M	0.2%	$558.71	+1.0%	COM	75886F107
MRSH	MARSH & MCLENNAN COS INC	8,641	$1.741M	0.2%	$223.19	-8.6%	COM	571748102
EW	EDWARDS LIFESCIENCES CORP	22,274	$1.732M	0.2%	$74.58	+4.8%	COM	28176E108
ADI	ANALOG DEVICES INC	6,977	$1.714M	0.2%	$206.04	+16.0%	COM	032654105
EXE	EXPAND ENERGY CORPORATION	16,066	$1.707M	0.2%	$109.10	-9.2%	COM	165167735
NET	CLOUDFLARE INC	7,933	$1.702M	0.2%	$145.18	+40.6%	CL A COM	18915M107
NTAP	NETAPP INC	13,946	$1.652M	0.2%	$93.51	+18.5%	COM	64110D104
GIS	GENERAL MLS INC	32,233	$1.625M	0.2%	$53.14	-6.9%	COM	370334104
GEV	GE VERNOVA INC	2,642	$1.625M	0.2%	$415.97	+45.6%	COM	36828A101
EBAY	EBAY INC.	17,761	$1.615M	0.2%	$79.50	+10.6%	COM	278642103
VEEV	VEEVA SYS INC	5,407	$1.611M	0.2%	$248.72	+13.2%	CL A COM	922475108
KMB	KIMBERLY-CLARK CORP	12,894	$1.603M	0.2%	$131.20	-3.4%	COM	494368103
COIN	COINBASE GLOBAL INC	4,661	$1.573M	0.2%	$240.72	+40.9%	COM CL A	19260Q107
SNPS	SYNOPSYS INC	3,155	$1.557M	0.2%	$465.91	+21.3%	COM	871607107
PRU	PRUDENTIAL FINL INC	14,991	$1.555M	0.2%	$100.50	+2.7%	COM	744320102
NYT	NEW YORK TIMES CO	27,037	$1.552M	0.2%	$53.30	+6.4%	CL A	650111107
CTAS	CINTAS CORP	7,548	$1.549M	0.2%	$214.08	-0.6%	COM	172908105
WMS	ADVANCED DRAIN SYS INC DEL	10,932	$1.516M	0.1%	$111.63	+17.4%	COM	00790R104
IR	INGERSOLL RAND INC	17,478	$1.444M	0.1%	$78.76	+4.0%	COM	45687V106
MDT	MEDTRONIC PLC	14,428	$1.374M	0.1%	$83.50	+9.3%	SHS	G5960L103
TMO	THERMO FISHER SCIENTIFIC INC	2,832	$1.374M	0.1%	$417.06	+11.4%	COM	883556102
APO	APOLLO GLOBAL MGMT INC	10,304	$1.373M	0.1%	$131.37	+7.1%	COM	03769M106
TPR	TAPESTRY INC	12,050	$1.364M	0.1%	$81.44	+27.7%	COM	876030107
MCO	MOODYS CORP	2,628	$1.252M	0.1%	$471.12	+6.7%	COM	615369105
HPE	HEWLETT PACKARD ENTERPRISE C	50,874	$1.249M	0.1%	$16.47	+32.8%	COM	42824C109
FTNT	FORTINET INC	14,614	$1.229M	0.1%	$100.89	-11.6%	COM	34959E109
ROK	ROCKWELL AUTOMATION INC	3,510	$1.227M	0.1%	$343.44	0.0%	COM	773903109
PFE	PFIZER INC	47,996	$1.223M	0.1%	$22.35	+8.0%	COM	717081103
MKC	MCCORMICK & CO INC	17,870	$1.196M	0.1%	$72.96	-5.4%	COM NON VTG	579780206
COR	CENCORA INC	3,806	$1.189M	0.1%	$286.89	+2.3%	COM	03073E105
BIO	BIO RAD LABS INC	4,242	$1.189M	0.1%	$236.40	+15.1%	CL A	090572207
APD	AIR PRODS & CHEMS INC	4,358	$1.189M	0.1%	$268.13	+6.5%	COM	009158106
DELL	DELL TECHNOLOGIES INC	8,147	$1.155M	0.1%	$129.18	0.0%	CL C	24703L202
ENSG	ENSIGN GROUP INC	6,600	$1.14M	0.1%	$140.14	+13.7%	COM	29358P101
ETN	EATON CORP PLC	3,046	$1.14M	0.1%	$306.71	+18.4%	SHS	G29183103
ACN	ACCENTURE PLC IRELAND	4,614	$1.138M	0.1%	$298.75	-12.8%	SHS CLASS A	G1151C101
EXC	EXELON CORP	25,178	$1.133M	0.1%	$43.52	-0.3%	COM	30161N101
NEE	NEXTERA ENERGY INC	14,996	$1.132M	0.1%	$68.44	+5.5%	COM	65339F101
DT	DYNATRACE INC	23,033	$1.116M	0.1%	$50.21	+0.8%	COM NEW	268150109
VST	VISTRA CORP	5,690	$1.115M	0.1%	$197.68	0.0%	COM	92840M102
BDX	BECTON DICKINSON & CO	5,783	$1.082M	0.1%	$180.58	+1.9%	COM	075887109
IFF	INTERNATIONAL FLAVORS&FRAGRA	17,137	$1.055M	0.1%	$73.30	-7.4%	COM	459506101
TEAM	ATLASSIAN CORPORATION	6,406	$1.023M	0.1%	$180.93	0.0%	CL A	049468101
ES	EVERSOURCE ENERGY	14,047	$999K	0.1%	$60.29	+6.5%	COM	30040W108
MKL	MARKEL GROUP INC	519	$992K	0.1%	$1875.20	+4.5%	COM	570535104
SRE	SEMPRA	10,989	$989K	0.1%	$72.59	+10.0%	COM	816851109
BKR	BAKER HUGHES COMPANY	19,948	$972K	0.1%	$43.83	0.0%	CL A	05722G100
PINS	PINTEREST INC	30,199	$972K	0.1%	$30.35	+19.5%	CL A	72352L106
HIG	HARTFORD FINL SVCS GROUP INC	7,244	$966K	0.1%	$122.91	+3.6%	COM	416515104
RRX	REGAL REXNORD CORPORATION	6,713	$963K	0.1%	$128.92	+14.3%	COM	758750103
PM	PHILIP MORRIS INTL INC	5,933	$962K	0.1%	$167.27	-1.2%	COM	718172109
ZTS	ZOETIS INC	6,552	$959K	0.1%	$156.64	-3.9%	CL A	98978V103
BK	BANK NEW YORK MELLON CORP	8,694	$947K	0.1%	$84.62	+19.8%	COM	064058100
ZBRA	ZEBRA TECHNOLOGIES CORPORATI	3,132	$931K	0.1%	$319.44	0.0%	CL A	989207105
COP	CONOCOPHILLIPS	9,488	$897K	0.1%	$88.02	+6.0%	COM	20825C104
RIVN	RIVIAN AUTOMOTIVE INC	59,499	$873K	0.1%	$13.57	-1.2%	COM CL A	76954A103
DVN	DEVON ENERGY CORP NEW	24,843	$871K	0.1%	$31.24	+7.6%	COM	25179M103
EMR	EMERSON ELEC CO	6,596	$865K	0.1%	$114.23	+18.6%	COM	291011104
CMS	CMS ENERGY CORP	11,513	$843K	0.1%	$69.97	+1.6%	COM	125896100
BMY	BRISTOL-MYERS SQUIBB CO	18,641	$841K	0.1%	$47.20	-3.6%	COM	110122108
FISV	FISERV INC	6,428	$829K	0.1%	$181.35	-21.0%	COM	337738108
ADM	ARCHER DANIELS MIDLAND CO	13,559	$810K	0.1%	$47.57	+21.4%	COM	039483102
NTRS	NORTHERN TR CORP	5,996	$807K	0.1%	$100.50	+26.7%	COM	665859104
AWK	AMERICAN WTR WKS CO INC NEW	5,740	$799K	0.1%	$141.16	-0.8%	COM	030420103
OTIS	OTIS WORLDWIDE CORP	8,678	$793K	0.1%	$94.65	-4.8%	COM	68902V107
PSA	PUBLIC STORAGE OPER CO	2,693	$778K	0.1%	$287.46	-2.1%	COM	74460D109
CCL	CARNIVAL CORP	26,816	$775K	0.1%	$30.20	0.0%	UNIT 99/99/9999	143658300
SYF	SYNCHRONY FINANCIAL	10,813	$768K	0.1%	$55.34	+30.2%	COM	87165B103
CARR	CARRIER GLOBAL CORPORATION	12,422	$742K	0.1%	$67.32	+0.5%	COM	14448C104
KHC	KRAFT HEINZ CO	27,882	$726K	0.1%	$26.63	-0.5%	COM	500754106
PNC	PNC FINL SVCS GROUP INC	3,509	$705K	0.1%	$184.31	+6.2%	COM	693475105
CLX	CLOROX CO DEL	5,529	$682K	0.1%	$128.79	-5.1%	COM	189054109
MEG	MONTROSE ENVIRONMENTAL GROUP	23,512	$646K	0.1%	$17.93	+45.8%	COM	615111101
FIS	FIDELITY NATL INFORMATION SV	9,750	$643K	0.1%	$76.59	-5.8%	COM	31620M106
DOW	DOW INC	28,006	$642K	0.1%	$26.93	-9.7%	COM	260557103
WAB	WABTEC	3,194	$640K	0.1%	$191.67	+2.8%	COM	929740108
MAR	MARRIOTT INTL INC NEW	2,427	$632K	0.1%	$250.82	+6.6%	CL A	571903202
CCI	CROWN CASTLE INC	6,211	$599K	0.1%	$98.04	+1.1%	COM	22822V101
MAS	MASCO CORP	8,509	$599K	0.1%	$62.21	+12.4%	COM	574599106
MRVL	MARVELL TECHNOLOGY INC	6,669	$561K	0.1%	$68.55	+7.2%	COM	573874104
APH	AMPHENOL CORP NEW	4,508	$558K	0.1%	$81.39	+34.4%	CL A	032095101
DD	DUPONT DE NEMOURS INC	6,984	$544K	0.1%	$27.31	+14.0%	COM	26614N102
HON	HONEYWELL INTL INC	2,418	$509K	0.0%	$199.66	+3.7%	COM	438516106
AMRZ	AMRIZE LTD	10,400	$505K	0.0%	$50.45	+1.1%	SHS	H2927K103
PYPL	PAYPAL HLDGS INC	6,968	$467K	0.0%	$68.32	+2.9%	COM	70450Y103
UAL	UNITED AIRLS HLDGS INC	4,832	$466K	0.0%	$73.67	+30.5%	COM	910047109
CRWD	CROWDSTRIKE HLDGS INC	941	$461K	0.0%	$433.57	+4.9%	CL A	22788C105
BBY	BEST BUY INC	5,884	$445K	0.0%	$65.40	+7.0%	COM	086516101
HAL	HALLIBURTON CO	17,672	$435K	0.0%	$20.56	+6.4%	COM	406216101
MO	ALTRIA GROUP INC	6,428	$425K	0.0%	$55.95	+9.8%	COM	02209S103
HOOD	ROBINHOOD MKTS INC	2,887	$413K	0.0%	$65.06	+67.6%	COM CL A	770700102
DHI	D R HORTON INC	2,294	$389K	0.0%	$122.31	+28.1%	COM	23331A109
TDG	TRANSDIGM GROUP INC	292	$385K	0.0%	$1314.14	+3.9%	COM	893641100
RTX	RTX CORPORATION	2,200	$368K	0.0%	$154.28	0.0%	COM	75513E101
HWM	HOWMET AEROSPACE INC	1,869	$367K	0.0%	$153.62	+18.5%	COM	443201108
SBUX	STARBUCKS CORP	4,330	$366K	0.0%	$85.56	+3.5%	COM	855244109
CVS	CVS HEALTH CORP	4,812	$363K	0.0%	$64.60	+5.0%	COM	126650100
DASH	DOORDASH INC	1,333	$363K	0.0%	$200.58	+25.1%	CL A	25809K105
MCK	MCKESSON CORP	466	$360K	0.0%	$703.70	-0.1%	COM	58155Q103
EOG	EOG RES INC	3,196	$358K	0.0%	$112.08	+5.2%	COM	26875P101
VLO	VALERO ENERGY CORP	2,034	$346K	0.0%	$122.29	+20.9%	COM	91913Y100
ORLY	OREILLY AUTOMOTIVE INC	3,194	$344K	0.0%	$91.88	+9.4%	COM	67103H107
AXON	AXON ENTERPRISE INC	476	$342K	0.0%	$680.44	+11.5%	COM	05464C101
MSTR	MICROSTRATEGY INC	1,028	$331K	0.0%	$365.24	+1.6%	CL A NEW	594972408
O	REALTY INCOME CORP	5,437	$331K	0.0%	$54.47	+4.5%	COM	756109104
AMT	AMERICAN TOWER CORP NEW	1,710	$329K	0.0%	$210.37	-2.8%	COM	03027X100
RBLX	ROBLOX CORP	2,351	$326K	0.0%	$78.55	+58.2%	CL A	771049103
EQT	EQT CORP	5,799	$316K	0.0%	$52.61	0.0%	COM	26884L109
AJG	GALLAGHER ARTHUR J & CO	1,013	$314K	0.0%	$324.59	-7.5%	COM	363576109
KKR	KKR & CO INC	2,370	$308K	0.0%	$119.43	+18.6%	COM	48251W104
USB	US BANCORP DEL	5,939	$287K	0.0%	$41.37	+12.0%	COM NEW	902973304
WDAY	WORKDAY INC	1,186	$286K	0.0%	$241.97	-4.4%	CL A	98138H101
HCA	HCA HEALTHCARE INC	656	$280K	0.0%	$358.58	+7.8%	COM	40412C101
SNOW	SNOWFLAKE INC	1,181	$266K	0.0%	$185.34	+15.9%	CL A	833445109
NSC	NORFOLK SOUTHN CORP	875	$263K	0.0%	$233.06	+18.4%	COM	655844108
WSM	WILLIAMS SONOMA INC	1,307	$255K	0.0%	$190.33	0.0%	COM	969904101
ROP	ROPER TECHNOLOGIES INC	510	$254K	0.0%	$557.91	-4.8%	COM	776696106
TRV	TRAVELERS COMPANIES INC	906	$253K	0.0%	$261.46	+1.7%	COM	89417E109
URI	UNITED RENTALS INC	260	$248K	0.0%	$888.48	0.0%	COM	911363109
SPG	SIMON PPTY GROUP INC NEW	1,310	$246K	0.0%	$169.06	0.0%	COM	828806109
TFC	TRUIST FINL CORP	5,244	$240K	0.0%	$44.34	0.0%	COM	89832Q109
KEYS	KEYSIGHT TECHNOLOGIES INC	1,365	$239K	0.0%	$166.65	0.0%	COM	49338L103
UPS	UNITED PARCEL SERVICE INC	2,796	$234K	0.0%	$93.43	-5.7%	CL B	911312106
CSX	CSX CORP	6,573	$233K	0.0%	$29.78	+13.9%	COM	126408103
GM	GENERAL MTRS CO	3,810	$232K	0.0%	$55.55	0.0%	COM	37045V100
ATO	ATMOS ENERGY CORP	1,346	$230K	0.0%	$153.12	+4.5%	COM	049560105
ALL	ALLSTATE CORP	1,068	$229K	0.0%	$200.20	0.0%	COM	020002101
ALNY	ALNYLAM PHARMACEUTICALS INC	494	$225K	0.0%	$407.20	0.0%	COM	02043Q107
WDC	WESTERN DIGITAL CORP	1,876	$225K	0.0%	$81.60	0.0%	COM	958102105
MPC	MARATHON PETE CORP	1,159	$223K	0.0%	$147.88	+18.0%	COM	56585A102
EL	LAUDER ESTEE COS INC	2,526	$223K	0.0%	$63.64	+39.0%	CL A	518439104
VRT	VERTIV HOLDINGS CO	1,469	$222K	0.0%	$133.31	0.0%	COM CL A	92537N108
PFG	PRINCIPAL FINANCIAL GROUP IN	2,646	$219K	0.0%	$78.65	0.0%	COM	74251V102
ABNB	AIRBNB INC	1,743	$212K	0.0%	$129.37	0.0%	COM CL A	009066101
DLR	DIGITAL RLTY TR INC	1,214	$210K	0.0%	$160.19	+5.3%	COM	253868103
PCAR	PACCAR INC	2,127	$209K	0.0%	$96.91	0.0%	COM	693718108
AIG	AMERICAN INTL GROUP INC	2,655	$209K	0.0%	$82.00	-3.5%	COM NEW	026874784
EIX	EDISON INTL	3,755	$208K	0.0%	$53.10	0.0%	COM	281020107
CDW	CDW CORP	1,298	$207K	0.0%	$168.81	0.0%	COM	12514G108
PSX	PHILLIPS 66	1,516	$206K	0.0%	$109.47	+15.5%	COM	718546104
MNST	MONSTER BEVERAGE CORP NEW	3,042	$205K	0.0%	$62.42	0.0%	COM	61174X109
CVNA	CARVANA CO	537	$203K	0.0%	$357.61	0.0%	CL A	146869102
CMG	CHIPOTLE MEXICAN GRILL INC	5,167	$202K	0.0%	$50.88	-11.5%	COM	169656105
AFL	AFLAC INC	1,804	$202K	0.0%	$104.19	0.0%	COM	001055102
HST	HOST HOTELS & RESORTS INC	10,600	$180K	0.0%	$14.18	+13.5%	COM	44107P104
STLA	STELLANTIS N.V	12,800	$118K	0.0%	$9.99	—	SHS	N82405106