Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
NVDA	NVIDIA CORPORATION	357,358	$67.02M	6.4%	$187.54	$126.99	+46.6%	COM	67066G104
MSFT	MICROSOFT CORP	119,221	$58.12M	5.5%	$487.48 *	$432.38	+15.8%	COM	594918104
AAPL	APPLE INC	166,435	$45.45M	4.3%	$273.08	$202.10	+32.8%	COM	037833100
AVGO	BROADCOM INC	103,129	$36.08M	3.4%	$349.85 *	$237.19	+50.5%	COM	11135F101
GOOGL	ALPHABET INC	114,411	$35.91M	3.4%	$313.85 *	$164.14	+74.0%	CAP STK CL A	02079K305
AMZN	AMAZON COM INC	149,577	$34.78M	3.3%	$232.53	$198.46	+15.3%	COM	023135106
LLY	ELI LILLY & CO	26,832	$28.97M	2.8%	$1079.75 *	$774.33	+23.4%	COM	532457108
JPM	JPMORGAN CHASE & CO.	71,911	$23.26M	2.2%	$323.42 *	$252.67	+22.5%	COM	46625H100
META	META PLATFORMS INC	32,284	$21.5M	2.0%	$665.95	$616.61	+8.2%	CL A	30303M102
ABBV	ABBVIE INC	82,556	$18.97M	1.8%	$229.74	$186.40	+22.1%	COM	00287Y109
GOOG	ALPHABET INC	59,195	$18.62M	1.8%	$314.55 *	$193.23	+48.2%	CAP STK CL C	02079K107
CSCO	CISCO SYS INC	205,953	$15.94M	1.5%	$77.41 *	$60.38	+22.2%	COM	17275R102
V	VISA INC	41,522	$14.68M	1.4%	$353.62 *	$346.79	-1.8%	COM CL A	92826C839
PG	PROCTER AND GAMBLE CO	98,638	$14.21M	1.3%	$144.05 *	$159.84	-7.9%	COM	742718109
TSLA	TESLA INC	28,163	$12.8M	1.2%	$454.43 *	$321.14	+38.0%	COM	88160R101
MU	MICRON TECHNOLOGY INC	38,717	$11.33M	1.1%	$292.63 *	$96.31	+138.1%	COM	595112103
MA	MASTERCARD INCORPORATED	19,535	$11.28M	1.1%	$577.42 *	$552.89	+1.1%	CL A	57636Q104
PEP	PEPSICO INC	73,991	$10.67M	1.0%	$144.16	$132.10	+10.4%	COM	713448108
TJX	TJX COS INC NEW	68,376	$10.62M	1.0%	$155.35 *	$126.41	+16.8%	COM	872540109
CRM	SALESFORCE INC	36,318	$9.658M	0.9%	$265.92 *	$263.55	-5.8%	COM	79466L302
NFLX	NETFLIX INC	94,551	$8.867M	0.8%	$93.78 *	$108.47	-0.6%	COM	64110L106
ORCL	ORACLE CORP	44,488	$8.773M	0.8%	$197.21 *	$160.80	+48.0%	COM	68389X105
KO	COCA COLA CO	123,438	$8.649M	0.8%	$70.07	$69.78	-0.6%	COM	191216100
CME	CME GROUP INC	30,945	$8.536M	0.8%	$275.83	$268.48	+0.8%	COM	12572Q105
UNP	UNION PAC CORP	35,638	$8.306M	0.8%	$233.06 *	$220.29	+3.2%	COM	907818108
ABT	ABBOTT LABS	65,140	$8.193M	0.8%	$125.78	$130.60	-2.5%	COM	002824100
AMD	ADVANCED MICRO DEVICES INC	37,062	$7.981M	0.8%	$215.34 *	$122.38	+83.5%	COM	007903107
LRCX	LAM RESEARCH CORP	45,711	$7.944M	0.8%	$173.78 *	$91.21	+70.3%	COM NEW	512807306
DIS	DISNEY WALT CO	69,087	$7.93M	0.8%	$114.79 *	$103.72	+5.6%	COM	254687106
HD	HOME DEPOT INC	22,726	$7.871M	0.7%	$346.35 *	$355.91	+2.4%	COM	437076102
WMT	WALMART INC	68,763	$7.696M	0.7%	$111.92 *	$94.82	+13.1%	COM	931142103
PGR	PROGRESSIVE CORP	32,548	$7.485M	0.7%	$229.97 *	$252.78	-16.0%	COM	743315103
IBM	INTERNATIONAL BUSINESS MACHS	23,396	$7.067M	0.7%	$302.05	$256.73	+16.4%	COM	459200101
MCD	MCDONALDS CORP	22,151	$6.823M	0.6%	$308.03	$303.54	+0.5%	COM	580135101
ADP	AUTOMATIC DATA PROCESSING IN	25,001	$6.489M	0.6%	$259.53 *	$301.95	-12.3%	COM	053015103
GS	GOLDMAN SACHS GROUP INC	7,038	$6.225M	0.6%	$884.42 *	$573.61	+41.8%	COM	38141G104
PLD	PROLOGIS INC.	48,039	$6.198M	0.6%	$129.01 *	$107.46	+15.3%	COM	74340W103
LIN	LINDE PLC	14,200	$6.083M	0.6%	$428.36	$454.68	-6.0%	SHS	G54950103
UBER	UBER TECHNOLOGIES INC	74,068	$6.082M	0.6%	$82.12 *	$87.86	+2.5%	COM	90353T100
CB	CHUBB LIMITED	19,338	$6.075M	0.6%	$314.14 *	$286.86	+1.9%	COM	H1467J104
BSX	BOSTON SCIENTIFIC CORP	61,293	$5.885M	0.6%	$96.01 *	$101.45	-3.4%	COM	101137107
NOW	SERVICENOW INC	37,845	$5.837M	0.6%	$154.23 *	$175.47	-2.2%	COM	81762P102
QCOM	QUALCOMM INC	32,843	$5.703M	0.5%	$173.65	$151.60	+12.7%	COM	747525103
UNH	UNITEDHEALTH GROUP INC	16,995	$5.645M	0.5%	$332.16	$334.82	+0.7%	COM	91324P102
ISRG	INTUITIVE SURGICAL INC	9,813	$5.619M	0.5%	$572.63 *	$522.87	+1.8%	COM NEW	46120E602
FAST	FASTENAL CO	133,958	$5.475M	0.5%	$40.87 *	$40.11	+4.8%	COM	311900104
MRK	MERCK & CO INC	49,472	$5.247M	0.5%	$106.06 *	$80.77	+15.4%	COM	58933Y105
SCHW	SCHWAB CHARLES CORP	52,056	$5.234M	0.5%	$100.55 *	$85.25	+11.1%	COM	808513105
BAC	BANK AMERICA CORP	94,091	$5.201M	0.5%	$55.28 *	$41.45	+27.1%	COM	060505104
AMAT	APPLIED MATLS INC	19,797	$5.147M	0.5%	$259.97 *	$159.33	+50.3%	COM	038222105
AXP	AMERICAN EXPRESS CO	13,747	$5.133M	0.5%	$373.39 *	$279.37	+27.8%	COM	025816109
WM	WASTE MGMT INC DEL	23,031	$5.116M	0.5%	$222.12 *	$228.95	-7.2%	COM	94106L109
MMM	3M CO	29,227	$4.711M	0.4%	$161.17	$142.36	+14.6%	COM	88579Y101
MS	MORGAN STANLEY	26,080	$4.67M	0.4%	$179.08 *	$124.44	+33.8%	COM NEW	617446448
NEM	NEWMONT CORP	42,423	$4.321M	0.4%	$101.86 *	$58.00	+55.5%	COM	651639106
ECL	ECOLAB INC	16,266	$4.302M	0.4%	$264.48	$254.55	+4.4%	COM	278865100
JNJ	JOHNSON & JOHNSON	20,711	$4.285M	0.4%	$206.91 *	$158.91	+24.0%	COM	478160104
BKNG	BOOKING HOLDINGS INC	783	$4.249M	0.4%	$5427.15 *	$5094.53	+0.9%	COM	09857L108
C	CITIGROUP INC	34,201	$4.009M	0.4%	$117.21 *	$71.20	+45.6%	COM NEW	172967424
TT	TRANE TECHNOLOGIES PLC	9,939	$3.893M	0.4%	$391.71 *	$396.64	+4.3%	SHS	G8994E103
ETN	EATON CORP PLC	12,071	$3.873M	0.4%	$320.86 *	$342.36	+3.5%	SHS	G29183103
VZ	VERIZON COMMUNICATIONS INC	94,223	$3.835M	0.4%	$40.70	$41.82	-3.2%	COM	92343V104
COST	COSTCO WHSL CORP NEW	4,366	$3.779M	0.4%	$865.65 *	$984.69	-8.0%	COM	22160K105
CMI	CUMMINS INC	7,352	$3.776M	0.4%	$513.61 *	$317.58	+46.8%	COM	231021106
JCI	JOHNSON CTLS INTL PLC	31,063	$3.757M	0.4%	$120.94 *	$95.75	+19.9%	SHS	G51502105
INTU	INTUIT	5,491	$3.678M	0.3%	$669.88	$676.64	-2.4%	COM	461202103
COF	CAPITAL ONE FINL CORP	14,907	$3.637M	0.3%	$243.97 *	$185.05	+20.1%	COM	14040H105
LOW	LOWES COS INC	14,825	$3.605M	0.3%	$243.18	$223.78	+7.2%	COM	548661107
RCL	ROYAL CARIBBEAN GROUP	12,779	$3.6M	0.3%	$281.70	$262.14	+7.4%	COM	V7780T103
ANET	ARISTA NETWORKS INC	26,902	$3.563M	0.3%	$132.44 *	$91.97	+49.7%	COM SHS	040413205
XOM	EXXON MOBIL CORP	29,251	$3.539M	0.3%	$120.99 *	$105.43	+9.5%	COM	30231G102
DE	DEERE & CO	7,487	$3.518M	0.3%	$469.94	$483.71	-3.3%	COM	244199105
SLB	SCHLUMBERGER LTD	90,927	$3.505M	0.3%	$38.55 *	$33.94	+6.3%	COM STK	806857108
TMUS	T-MOBILE US INC	17,059	$3.477M	0.3%	$203.80 *	$241.48	-12.5%	COM	872590104
SPGI	S&P GLOBAL INC	6,479	$3.419M	0.3%	$527.69 *	$508.23	-2.8%	COM	78409V104
CMCSA	COMCAST CORP NEW	113,548	$3.403M	0.3%	$29.97 *	$32.67	-12.7%	CL A	20030N101
PLTR	PALANTIR TECHNOLOGIES INC	18,620	$3.367M	0.3%	$180.84	$117.28	+54.4%	CL A	69608A108
RMD	RESMED INC	13,832	$3.362M	0.3%	$243.08 *	$240.03	+6.4%	COM	761152107
WELL	WELLTOWER INC	17,294	$3.251M	0.3%	$188.00	$147.88	+26.1%	COM	95040Q104
MELI	MERCADOLIBRE INC	1,594	$3.221M	0.3%	$2020.88 *	$2303.51	-8.8%	COM	58733R102
AMGN	AMGEN INC	9,540	$3.136M	0.3%	$328.69 *	$277.94	+13.7%	COM	031162100
SPOT	SPOTIFY TECHNOLOGY S A	5,326	$3.071M	0.3%	$576.68 *	$638.31	-2.1%	SHS	L8681T102
BRK/A	BERKSHIRE HATHAWAY INC DEL	4	$3.022M	0.3%	$755400.00	$761794.56	-2.0%	CL A	084670108
CAT	CATERPILLAR INC	5,139	$2.967M	0.3%	$577.39 *	$330.84	+67.9%	COM	149123101
EA	ELECTRONIC ARTS INC	14,472	$2.957M	0.3%	$204.35	$150.18	+34.3%	COM	285512109
HLT	HILTON WORLDWIDE HLDGS INC	10,137	$2.944M	0.3%	$290.43 *	$242.50	+12.2%	COM	43300A203
CBRE	CBRE GROUP INC	17,930	$2.928M	0.3%	$163.31 *	$126.46	+24.3%	CL A	12504L109
MDB	MONGODB INC	6,811	$2.869M	0.3%	$421.23 *	$205.41	+77.1%	CL A	60937P106
GE	GE AEROSPACE	9,184	$2.863M	0.3%	$311.79 *	$218.59	+37.6%	COM NEW	369604301
F	FORD MTR CO	213,111	$2.819M	0.3%	$13.23 *	$10.93	+17.5%	COM	345370860
AZO	AUTOZONE INC	828	$2.814M	0.3%	$3398.85 *	$3739.98	+1.0%	COM	053332102
GILD	GILEAD SCIENCES INC	22,389	$2.758M	0.3%	$123.18	$105.29	+14.8%	COM	375558103
NKE	NIKE INC	43,218	$2.645M	0.3%	$61.19 *	$59.77	+8.6%	CL B	654106103
T	AT&T INC	105,686	$2.622M	0.2%	$24.81	$26.96	-6.2%	COM	00206R102
CDNS	CADENCE DESIGN SYSTEM INC	8,293	$2.617M	0.2%	$315.60 *	$290.76	+12.2%	COM	127387108
GLW	CORNING INC	29,193	$2.594M	0.2%	$88.86 *	$48.38	+77.7%	COM	219350105
ADBE	ADOBE INC	7,342	$2.588M	0.2%	$352.51 *	$385.32	-11.7%	COM	00724F101
BRK/B	BERKSHIRE HATHAWAY INC DEL	5,108	$2.573M	0.2%	$503.71	$506.76	-1.8%	CL B NEW	084670702
SYK	STRYKER CORPORATION	7,234	$2.562M	0.2%	$354.12 *	$370.04	-1.8%	COM	863667101
VRTX	VERTEX PHARMACEUTICALS INC	5,544	$2.516M	0.2%	$453.74 *	$460.83	-6.5%	COM	92532F100
PANW	PALO ALTO NETWORKS INC	13,300	$2.485M	0.2%	$186.85 *	$186.93	+7.9%	COM	697435105
FHN	FIRST HORIZON CORPORATION	103,067	$2.465M	0.2%	$23.92 *	$18.69	+18.7%	COM	320517105
REGN	REGENERON PHARMACEUTICALS	3,176	$2.458M	0.2%	$773.94 *	$558.71	+21.5%	COM	75886F107
PWR	QUANTA SVCS INC	5,707	$2.447M	0.2%	$428.81 *	$350.13	+25.5%	COM	74762E102
ROK	ROCKWELL AUTOMATION INC	6,105	$2.403M	0.2%	$393.68 *	$356.94	+5.1%	COM	773903109
A	AGILENT TECHNOLOGIES INC	16,695	$2.298M	0.2%	$137.62 *	$111.52	+28.9%	COM	00846U101
NYT	NEW YORK TIMES CO	32,700	$2.281M	0.2%	$69.75 *	$54.77	+12.9%	CL A	650111107
CVX	CHEVRON CORP NEW	14,944	$2.276M	0.2%	$152.31	$140.70	+7.6%	COM	166764100
ROST	ROSS STORES INC	12,525	$2.273M	0.2%	$181.45 *	$139.54	+19.4%	COM	778296103
MDLZ	MONDELEZ INTL INC	41,225	$2.26M	0.2%	$54.81 *	$65.08	-12.3%	CL A	609207105
HBAN	HUNTINGTON BANCSHARES INC	129,021	$2.254M	0.2%	$17.47 *	$16.78	-2.9%	COM	446150104
PH	PARKER-HANNIFIN CORP	2,534	$2.252M	0.2%	$888.82 *	$628.26	+30.2%	COM	701094104
DHR	DANAHER CORPORATION	9,741	$2.247M	0.2%	$230.67 *	$193.51	+13.5%	COM	235851102
TMO	THERMO FISHER SCIENTIFIC INC	3,750	$2.188M	0.2%	$583.45 *	$453.32	+24.7%	COM	883556102
WFC	WELLS FARGO CO NEW	23,111	$2.18M	0.2%	$94.31 *	$73.80	+17.4%	COM	949746101
EL	LAUDER ESTEE COS INC	20,351	$2.154M	0.2%	$105.84 *	$92.70	+4.4%	CL A	518439104
MSI	MOTOROLA SOLUTIONS INC	5,562	$2.135M	0.2%	$383.94 *	$412.45	-2.8%	COM NEW	620076307
ITW	ILLINOIS TOOL WKS INC	8,513	$2.135M	0.2%	$250.83	$237.71	+4.1%	COM	452308109
CNC	CENTENE CORP DEL	51,331	$2.115M	0.2%	$41.21 *	$51.15	-26.8%	COM	15135B101
CL	COLGATE PALMOLIVE CO	25,842	$2.055M	0.2%	$79.51	$89.72	-12.7%	COM	194162103
AMRZ	AMRIZE LTD	36,689	$2.016M	0.2%	$54.96 *	$50.86	+0.3%	SHS	H2927K103
ADSK	AUTODESK INC	6,713	$2.011M	0.2%	$299.54	$284.05	+6.5%	COM	052769106
ICE	INTERCONTINENTAL EXCHANGE IN	12,101	$1.974M	0.2%	$163.16 *	$170.47	-8.4%	COM	45866F104
KLAC	KLA CORP	1,576	$1.96M	0.2%	$1243.65 *	$748.55	+56.6%	COM NEW	482480100
CI	THE CIGNA GROUP	7,038	$1.946M	0.2%	$276.48	$317.87	-12.2%	COM	125523100
TXN	TEXAS INSTRS INC	11,058	$1.94M	0.2%	$175.42 *	$174.27	-2.0%	COM	882508104
JBL	JABIL INC	8,360	$1.936M	0.2%	$231.57 *	$161.93	+31.7%	COM	466313103
EW	EDWARDS LIFESCIENCES CORP	22,274	$1.92M	0.2%	$86.20 *	$74.58	+10.0%	COM	28176E108
ADI	ANALOG DEVICES INC	6,977	$1.917M	0.2%	$274.82 *	$206.04	+21.6%	COM	032654105
APP	APPLOVIN CORP	2,741	$1.901M	0.2%	$693.71 *	$420.03	+50.0%	COM CL A	03831W108
MKL	MARKEL GROUP INC	844	$1.835M	0.2%	$2173.77 *	$1933.24	+4.8%	COM	570535104
NET	CLOUDFLARE INC	8,600	$1.717M	0.2%	$199.62 *	$150.33	+40.7%	CL A COM	18915M107
GEV	GE VERNOVA INC	2,596	$1.712M	0.2%	$659.64 *	$415.97	+46.4%	COM	36828A101
PRU	PRUDENTIAL FINL INC	14,991	$1.704M	0.2%	$113.69 *	$100.50	+6.0%	COM	744320102
ACM	AECOM	17,569	$1.703M	0.2%	$96.92 *	$103.04	+13.8%	COM	00766T100
GWW	GRAINGER W W INC	1,655	$1.69M	0.2%	$1021.09 *	$1029.18	-5.9%	COM	384802104
SHW	SHERWIN WILLIAMS CO	5,177	$1.689M	0.2%	$326.16 *	$344.50	-3.0%	COM	824348106
COR	CENCORA INC	4,939	$1.679M	0.2%	$340.04	$299.22	+13.8%	COM	03073E105
ACN	ACCENTURE PLC IRELAND	6,161	$1.663M	0.2%	$270.00 *	$287.53	-11.6%	SHS CLASS A	G1151C101
EQIX	EQUINIX INC	2,148	$1.653M	0.2%	$769.71	$806.01	-3.1%	COM	29444U700
BLK	BLACKROCK INC	1,525	$1.652M	0.2%	$1083.31	$984.39	+10.7%	COM	09290D101
IRM	IRON MTN INC DEL	19,717	$1.644M	0.2%	$83.36 *	$92.12	+0.7%	COM	46284V101
SNPS	SYNOPSYS INC	3,455	$1.639M	0.2%	$474.49 *	$464.03	-4.3%	COM	871607107
MRSH	MARSH & MCLENNAN COS INC	8,436	$1.581M	0.2%	$187.36	$223.19	-16.5%	COM	571748102
INTC	INTEL CORP	41,962	$1.565M	0.1%	$37.30	$20.72	+82.2%	COM	458140100
WMS	ADVANCED DRAIN SYS INC DEL	10,602	$1.558M	0.1%	$146.95	$111.63	+29.6%	COM	00790R104
EBAY	EBAY INC.	17,761	$1.547M	0.1%	$87.10	$79.50	+8.6%	COM	278642103
HWM	HOWMET AEROSPACE INC	7,258	$1.508M	0.1%	$207.81 *	$187.32	+6.2%	COM	443201108
GIS	GENERAL MLS INC	32,233	$1.504M	0.1%	$46.67	$53.14	-10.7%	COM	370334104
VRT	VERTIV HOLDINGS CO	9,085	$1.493M	0.1%	$164.34 *	$167.07	+3.9%	COM CL A	92537N108
APO	APOLLO GLOBAL MGMT INC	10,048	$1.468M	0.1%	$146.06 *	$131.37	+0.9%	COM	03769M106
NTAP	NETAPP INC	13,357	$1.448M	0.1%	$108.42 *	$93.51	+21.5%	COM	64110D104
CTAS	CINTAS CORP	7,548	$1.437M	0.1%	$190.35	$214.08	-12.1%	COM	172908105
TPR	TAPESTRY INC	10,820	$1.402M	0.1%	$129.53 *	$81.44	+40.0%	COM	876030107
MDT	MEDTRONIC PLC	14,428	$1.395M	0.1%	$96.66	$83.50	+16.3%	SHS	G5960L103
IR	INGERSOLL RAND INC	17,049	$1.375M	0.1%	$80.65 *	$78.76	+0.2%	COM	45687V106
IFF	INTERNATIONAL FLAVORS&FRAGRA	19,844	$1.348M	0.1%	$67.93 *	$72.08	-10.7%	COM	459506101
VEEV	VEEVA SYS INC	5,839	$1.312M	0.1%	$224.64 *	$249.95	+6.2%	CL A COM	922475108
KMB	KIMBERLY-CLARK CORP	12,894	$1.31M	0.1%	$101.57 *	$131.20	-17.4%	COM	494368103
TTWO	TAKE-TWO INTERACTIVE SOFTWAR	5,044	$1.301M	0.1%	$257.91 *	$229.37	+8.7%	COM	874054109
BIO	BIO RAD LABS INC	4,115	$1.253M	0.1%	$304.51 *	$236.40	+32.0%	CL A	090572207
EXE	EXPAND ENERGY CORPORATION	11,127	$1.246M	0.1%	$112.02	$109.10	+1.4%	COM	165167735
HPE	HEWLETT PACKARD ENTERPRISE C	50,874	$1.225M	0.1%	$24.07 *	$16.47	+42.3%	COM	42824C109
MCO	MOODYS CORP	2,330	$1.202M	0.1%	$515.75 *	$471.12	+3.4%	COM	615369105
MKC	MCCORMICK & CO INC	17,417	$1.193M	0.1%	$68.48 *	$72.96	-9.7%	COM NON VTG	579780206
ENSG	ENSIGN GROUP INC	6,600	$1.166M	0.1%	$176.72	$140.14	+28.2%	COM	29358P101
PFE	PFIZER INC	46,325	$1.158M	0.1%	$24.99	$22.35	+12.0%	COM	717081103
RIVN	RIVIAN AUTOMOTIVE INC	57,824	$1.133M	0.1%	$19.59 *	$13.57	+17.0%	COM CL A	76954A103
BDX	BECTON DICKINSON & CO	5,783	$1.131M	0.1%	$195.64 *	$180.58	+5.0%	COM	075887109
FTNT	FORTINET INC	13,982	$1.123M	0.1%	$80.31 *	$100.89	-17.8%	COM	34959E109
EXC	EXELON CORP	25,178	$1.106M	0.1%	$43.92 *	$43.52	+4.5%	COM	30161N101
ELV	ELEVANCE HEALTH INC	3,145	$1.097M	0.1%	$348.80 *	$383.19	-12.1%	COM	036752103
JBHT	HUNT J B TRANS SVCS INC	5,544	$1.088M	0.1%	$196.21 *	$171.51	0.0%	COM	445658107
APD	AIR PRODS & CHEMS INC	4,358	$1.084M	0.1%	$248.82	$268.13	-6.1%	COM	009158106
COIN	COINBASE GLOBAL INC	4,661	$1.079M	0.1%	$231.60 *	$240.72	+23.8%	COM CL A	19260Q107
BX	BLACKSTONE INC	6,856	$1.061M	0.1%	$154.78 *	$158.40	-4.4%	COM	09260D107
FLS	FLOWSERVE CORP	14,954	$1.049M	0.1%	$70.16 *	$64.09	0.0%	COM	34354P105
DKS	DICKS SPORTING GOODS INC	5,252	$1.045M	0.1%	$198.98 *	$217.13	0.0%	COM	253393102
DELL	DELL TECHNOLOGIES INC	8,147	$1.042M	0.1%	$127.92 *	$129.18	+9.0%	CL C	24703L202
ES	EVERSOURCE ENERGY	15,079	$1.019M	0.1%	$67.55 *	$60.92	+14.2%	COM	30040W108
BK	BANK NEW YORK MELLON CORP	8,694	$1.016M	0.1%	$116.87 *	$84.62	+30.6%	COM	064058100
TEAM	ATLASSIAN CORPORATION	6,234	$1.016M	0.1%	$162.93 *	$180.93	-13.3%	CL A	049468101
HIG	HARTFORD FINL SVCS GROUP INC	7,244	$1.006M	0.1%	$138.84 *	$122.91	+7.0%	COM	416515104
NEE	NEXTERA ENERGY INC	12,345	$994K	0.1%	$80.53 *	$68.44	+20.5%	COM	65339F101
DT	DYNATRACE INC	22,385	$987K	0.1%	$44.10 *	$50.21	-7.2%	COM NEW	268150109
SRE	SEMPRA	10,989	$979K	0.1%	$89.09	$72.59	+24.7%	COM	816851109
OTIS	OTIS WORLDWIDE CORP	10,918	$961K	0.1%	$88.01	$93.54	-4.6%	COM	68902V107
PM	PHILIP MORRIS INTL INC	5,933	$961K	0.1%	$161.95 *	$167.27	-8.2%	COM	718172109
RRX	REGAL REXNORD CORPORATION	6,513	$927K	0.1%	$142.39	$128.92	+10.4%	COM	758750103
BKR	BAKER HUGHES COMPANY	19,948	$919K	0.1%	$46.09 *	$43.83	+8.0%	CL A	05722G100
SYF	SYNCHRONY FINANCIAL	10,813	$912K	0.1%	$84.31 *	$55.34	+37.9%	COM	87165B103
DVN	DEVON ENERGY CORP NEW	24,149	$889K	0.1%	$36.82 *	$31.24	+11.2%	COM	25179M103
EMR	EMERSON ELEC CO	6,124	$829K	0.1%	$135.29 *	$114.23	+15.9%	COM	291011104
ZTS	ZOETIS INC	6,552	$828K	0.1%	$126.41 *	$156.64	-16.8%	CL A	98978V103
NTRS	NORTHERN TR CORP	5,996	$828K	0.1%	$138.13 *	$100.50	+30.1%	COM	665859104
CCL	CARNIVAL CORP	26,816	$826K	0.1%	$30.82 *	$30.20	-7.7%	UNIT 99/99/9999	143658300
COP	CONOCOPHILLIPS	8,457	$796K	0.1%	$94.10 *	$88.02	+2.3%	COM	20825C104
ADM	ARCHER DANIELS MIDLAND CO	13,559	$789K	0.1%	$58.17 *	$47.57	+25.0%	COM	039483102
CMS	CMS ENERGY CORP	11,111	$782K	0.1%	$70.42 *	$69.97	+3.6%	COM	125896100
FDX	FEDEX CORP	2,641	$769K	0.1%	$291.06 *	$216.41	+20.9%	COM	31428X106
MAR	MARRIOTT INTL INC NEW	2,427	$762K	0.1%	$313.94 *	$250.82	+13.8%	CL A	571903202
AWK	AMERICAN WTR WKS CO INC NEW	5,740	$753K	0.1%	$131.13	$141.16	-5.6%	COM	030420103
PNC	PNC FINL SVCS GROUP INC	3,509	$741K	0.1%	$211.06 *	$184.31	+4.6%	COM	693475105
MNST	MONSTER BEVERAGE CORP NEW	9,339	$723K	0.1%	$77.41 *	$68.64	+4.4%	COM	61174X109
MCK	MCKESSON CORP	824	$682K	0.1%	$827.33	$752.31	+8.4%	COM	58155Q103
KHC	KRAFT HEINZ CO	27,882	$681K	0.1%	$24.43	$26.63	-7.5%	COM	500754106
CARR	CARRIER GLOBAL CORPORATION	12,422	$664K	0.1%	$53.43 *	$67.32	-17.5%	COM	14448C104
DOW	DOW INC	28,006	$658K	0.1%	$23.51 *	$26.93	-15.4%	COM	260557103
CVS	CVS HEALTH CORP	8,113	$648K	0.1%	$79.85	$70.33	+11.9%	COM	126650100
RTX	RTX CORPORATION	3,500	$644K	0.1%	$184.01 *	$161.35	+7.4%	COM	75513E101
APH	AMPHENOL CORP NEW	4,508	$614K	0.1%	$136.20	$81.39	+64.1%	CL A	032095101
MEG	MONTROSE ENVIRONMENTAL GROUP	22,822	$584K	0.1%	$25.58 *	$17.93	+47.3%	COM	615111101
CLX	CLOROX CO DEL	5,529	$557K	0.1%	$100.81 *	$128.79	-15.9%	COM	189054109
CCI	CROWN CASTLE INC	6,211	$553K	0.1%	$89.10 *	$98.04	-7.1%	COM	22822V101
UAL	UNITED AIRLS HLDGS INC	4,832	$539K	0.1%	$111.52 *	$73.67	+37.2%	COM	910047109
MAS	MASCO CORP	8,144	$523K	0.0%	$64.20	$62.21	+4.1%	COM	574599106
SNOW	SNOWFLAKE INC	2,347	$521K	0.0%	$222.05 *	$214.53	+13.8%	CL A	833445109
FIS	FIDELITY NATL INFORMATION SV	7,750	$521K	0.0%	$67.17 *	$76.59	-14.3%	COM	31620M106
HAL	HALLIBURTON CO	17,672	$503K	0.0%	$28.49 *	$20.56	+27.8%	COM	406216101
PYPL	PAYPAL HLDGS INC	8,102	$479K	0.0%	$59.10 *	$67.84	-4.4%	COM	70450Y103
HON	HONEYWELL INTL INC	2,418	$475K	0.0%	$196.36	$199.66	-2.3%	COM	438516106
CRWD	CROWDSTRIKE HLDGS INC	941	$448K	0.0%	$475.63 *	$433.57	+17.4%	CL A	22788C105
BMY	BRISTOL-MYERS SQUIBB CO	7,420	$402K	0.0%	$54.21 *	$47.20	+0.7%	COM	110122108
BBY	BEST BUY INC	5,884	$399K	0.0%	$67.83 *	$65.40	+15.4%	COM	086516101
MO	ALTRIA GROUP INC	6,428	$371K	0.0%	$57.77 *	$55.95	+6.1%	COM	02209S103
SBUX	STARBUCKS CORP	4,330	$369K	0.0%	$85.25	$85.56	-1.8%	COM	855244109
EOG	EOG RES INC	3,196	$338K	0.0%	$105.66	$112.08	-4.3%	COM	26875P101
HOOD	ROBINHOOD MKTS INC	2,887	$333K	0.0%	$115.45 *	$65.06	+99.9%	COM CL A	770700102
USB	US BANCORP DEL	5,939	$323K	0.0%	$54.31 *	$41.37	+17.8%	COM NEW	902973304
GM	GENERAL MTRS CO	3,810	$314K	0.0%	$82.33 *	$55.55	+26.7%	COM	37045V100
HCA	HCA HEALTHCARE INC	656	$310K	0.0%	$473.26 *	$358.58	+29.3%	COM	40412C101
WDC	WESTERN DIGITAL CORP	1,745	$307K	0.0%	$176.06 *	$81.60	+85.7%	COM	958102105
KKR	KKR & CO INC	2,370	$305K	0.0%	$128.64 *	$119.43	+4.1%	COM	48251W104
DASH	DOORDASH INC	1,333	$304K	0.0%	$228.13 *	$200.58	+16.9%	CL A	25809K105
AMT	AMERICAN TOWER CORP NEW	1,710	$302K	0.0%	$176.72 *	$210.37	-14.3%	COM	03027X100
MRVL	MARVELL TECHNOLOGY INC	3,476	$302K	0.0%	$86.76	$68.55	+27.6%	COM	573874104
EXR	EXTRA SPACE STORAGE INC	2,235	$294K	0.0%	$131.56 *	$135.01	0.0%	COM	30225T102
Q	QNITY ELECTRONICS INC	3,492	$293K	0.0%	$84.01	$84.91	0.0%	COMMON STOCK	74743L100
ORLY	OREILLY AUTOMOTIVE INC	3,194	$292K	0.0%	$91.47 *	$91.88	+6.3%	COM	67103H107
DD	DUPONT DE NEMOURS INC	6,984	$284K	0.0%	$40.68 *	$27.31	+36.9%	COM	26614N102
WBD	WARNER BROS DISCOVERY INC	9,627	$279K	0.0%	$28.94 *	$23.37	0.0%	COM SER A	934423104
UPS	UNITED PARCEL SERVICE INC	2,796	$279K	0.0%	$99.64 *	$93.43	-0.7%	CL B	911312106
TDG	TRANSDIGM GROUP INC	211	$278K	0.0%	$1316.45	$1314.14	-0.3%	COM	893641100
AXON	AXON ENTERPRISE INC	476	$272K	0.0%	$572.11 *	$680.44	-8.8%	COM	05464C101
AJG	GALLAGHER ARTHUR J & CO	1,013	$265K	0.0%	$261.83	$324.59	-18.6%	COM	363576109
TRV	TRAVELERS COMPANIES INC	906	$265K	0.0%	$292.38 *	$261.46	+7.3%	COM	89417E109
TFC	TRUIST FINL CORP	5,244	$260K	0.0%	$49.56 *	$44.34	+3.3%	COM	89832Q109
WDAY	WORKDAY INC	1,186	$257K	0.0%	$216.93 *	$241.97	-6.1%	CL A	98138H101
NSC	NORFOLK SOUTHN CORP	875	$254K	0.0%	$290.11	$233.06	+23.8%	COM	655844108
FCX	FREEPORT-MCMORAN INC	4,871	$250K	0.0%	$51.41 *	$43.31	0.0%	CL B	35671D857
TPL	TEXAS PACIFIC LAND CORPORATI	849	$248K	0.0%	$292.68 *	$305.03	0.0%	COM	88262P102
SPG	SIMON PPTY GROUP INC NEW	1,310	$245K	0.0%	$186.83 *	$169.06	+6.5%	COM	828806109
CSX	CSX CORP	6,573	$239K	0.0%	$36.42	$29.78	+19.9%	COM	126408103
ABNB	AIRBNB INC	1,743	$239K	0.0%	$136.91 *	$129.37	-3.7%	COM CL A	009066101
VLO	VALERO ENERGY CORP	1,442	$238K	0.0%	$164.86 *	$122.29	+38.1%	COM	91913Y100
PCAR	PACCAR INC	2,127	$236K	0.0%	$110.96 *	$96.91	+4.4%	COM	693718108
PFG	PRINCIPAL FINANCIAL GROUP IN	2,646	$235K	0.0%	$88.90 *	$78.65	+6.6%	COM	74251V102
ESS	ESSEX PPTY TR INC	886	$234K	0.0%	$263.92 *	$256.27	0.0%	COM	297178105
CVNA	CARVANA CO	537	$231K	0.0%	$429.55 *	$357.61	+3.9%	CL A	146869102
AIG	AMERICAN INTL GROUP INC	2,655	$229K	0.0%	$86.13 *	$82.00	-2.8%	COM NEW	026874784
EIX	EDISON INTL	3,755	$227K	0.0%	$60.35 *	$53.10	+8.0%	COM	281020107
NLY	ANNALY CAPITAL MANAGEMENT IN	9,711	$224K	0.0%	$23.03	$23.03	—	COM NEW	035710839
ALL	ALLSTATE CORP	1,068	$223K	0.0%	$209.10 *	$200.20	+1.9%	COM	020002101
URI	UNITED RENTALS INC	260	$212K	0.0%	$817.25 *	$888.48	-2.4%	COM	911363109
HST	HOST HOTELS & RESORTS INC	10,600	$194K	0.0%	$18.29 *	$14.18	+19.4%	COM	44107P104
STLA	STELLANTIS N.V	11,437	$127K	0.0%	$11.12	$9.99	—	SHS	N82405106