Location: Warsaw, Poland
CIK: 0002079571 · Show all filings
Period: Q1 2024 (← Previous) (Next →)
Filing Date: Aug 29, 2025
Total Value: $254M (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Share Price | Est. Cost/Share | Unrealized @ Report Date | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 18,712 | $16.21M | 6.4% | $866.38 * | $17.15 | +426.6% | Common Stock | 67066G104 |
| MRVL | MARVELL TECHNOLOGY INC | 148,054 | $10.06M | 4.0% | $67.96 * | $70.55 | -0.2% | Common Stock | 573874104 |
| AMD | ADVANCED MICRO DEVICES INC | 57,102 | $9.882M | 3.9% | $173.06 * | $75.22 | +139.9% | Common Stock | 007903107 |
| AMZN | AMAZON COM INC | 54,585 | $9.441M | 3.7% | $172.96 * | $126.54 | +42.5% | Common Stock | 023135106 |
| MSFT | MICROSOFT CORP | 22,234 | $8.969M | 3.5% | $403.41 * | $165.95 | +150.3% | Common Stock | 594918104 |
| NOW | SERVICENOW INC | 9,281 | $6.785M | 2.7% | $731.03 * | $92.19 | +65.4% | Common Stock | 81762P102 |
| V | VISA INC | 24,248 | $6.489M | 2.6% | $267.60 * | $205.83 | +33.9% | Common Stock | 92826C839 |
| CRM | SALESFORCE COM INC | 22,376 | $6.462M | 2.5% | $288.79 * | $177.51 | +67.8% | Common Stock | 79466L302 |
| GOOG | ALPHABET INC | 43,964 | $6.419M | 2.5% | $145.99 * | $114.88 | +31.6% | Common Stock | 02079K107 |
| ISRG | INTUITIVE SURGICAL INC | 15,891 | $6.081M | 2.4% | $382.67 * | $297.63 | +34.1% | Common Stock | 46120E602 |
| DXCM | DEXCOM INC | 43,685 | $5.81M | 2.3% | $132.99 * | $90.36 | +53.5% | Common Stock | 252131107 |
| ARM | ARM HOLDINGS PLC | 47,560 | $5.7M | 2.2% | $119.85 * | $105.98 | +17.9% | ADR | 042068205 |
| MA | MASTERCARD INCORPORATED | 11,998 | $5.54M | 2.2% | $461.75 * | $325.30 | +46.6% | Common Stock | 57636Q104 |
| RMBS | RAMBUS INC DEL | 79,589 | $4.717M | 1.9% | $59.27 * | $37.27 | +65.9% | Common Stock | 750917106 |
| MU | MICRON TECHNOLOGY INC | 41,125 | $4.649M | 1.8% | $113.04 * | $73.02 | +60.4% | Common Stock | 595112103 |
| PSN | PARSONS CORP DEL | 57,163 | $4.547M | 1.8% | $79.54 * | $72.90 | +13.8% | Common Stock | 70202L102 |
| SYM | SYMBOTIC INC | 104,069 | $4.49M | 1.8% | $43.15 * | $43.81 | +2.7% | Common Stock | 87151X101 |
| ROAD | CONSTRUCTION PARTNERS INC | 78,076 | $4.204M | 1.7% | $53.84 * | $45.74 | +22.7% | Common Stock | 21044C107 |
| — | CYBERARK SOFTWARE LTD | 16,290 | $4.149M | 1.6% | $254.70 | $163.24 | — | Common Stock | M2682V108 |
| CLH | CLEAN HARBORS INC | 20,557 | $3.968M | 1.6% | $193.03 * | $162.24 | +24.1% | Common Stock | 184496107 |
| ELF | E L F BEAUTY INC | 20,211 | $3.799M | 1.5% | $187.96 * | $68.69 | +185.4% | Common Stock | 26856L103 |
| QCOM | QUALCOMM INC | 23,100 | $3.75M | 1.5% | $162.33 | $100.72 | +62.0% | Common Stock | 747525103 |
| MPWR | MONOLITHIC PWR SYS INC | 5,495 | $3.569M | 1.4% | $649.55 * | $442.31 | +51.1% | Common Stock | 609839105 |
| KO | COCA COLA CO | 60,327 | $3.539M | 1.4% | $58.66 | $55.50 | +4.7% | Common Stock | 191216100 |
| MLM | MARTIN MARIETTA MATLS INC | 5,870 | $3.456M | 1.4% | $588.68 * | $496.89 | +22.3% | Common Stock | 573284106 |
| FLYW | FLYWIRE CORPORATION | 144,530 | $3.438M | 1.4% | $23.79 * | $24.11 | +2.9% | Common Stock | 302492103 |
| DDOG | DATADOG INC | 27,677 | $3.28M | 1.3% | $118.51 * | $100.59 | +22.9% | Common Stock | 23804L103 |
| CRWD | CROWDSTRIKE HLDGS INC | 10,533 | $3.238M | 1.3% | $307.40 * | $237.27 | +35.1% | Common Stock | 22788C105 |
| XYZ | BLOCK INC | 39,555 | $3.208M | 1.3% | $81.10 * | $61.99 | +36.4% | Common Stock | 852234103 |
| VMC | VULCAN MATLS CO | 11,721 | $3.067M | 1.2% | $261.69 * | $231.45 | +16.4% | Common Stock | 929160109 |
| PWR | QUANTA SVCS INC | 10,632 | $2.649M | 1.0% | $249.11 * | $162.69 | +59.3% | Common Stock | 74762E102 |
| IRDM | IRIDIUM COMMUNICATIONS INC | 104,043 | $2.61M | 1.0% | $25.08 * | $26.06 | +0.4% | Common Stock | 46269C102 |
| FSS | FEDERAL SIGNAL CORP | 28,828 | $2.346M | 0.9% | $81.38 * | $63.36 | +32.7% | Common Stock | 313855108 |
| WCN | WASTE CONNECTIONS INC | 13,946 | $2.3M | 0.9% | $164.93 * | $121.70 | +39.9% | Common Stock | 94106B101 |
| ONON | ON HLDG AG | 63,900 | $2.168M | 0.9% | $33.92 * | $29.11 | +21.5% | Common Stock | H5919C104 |
| LSCC | LATTICE SEMICONDUCTOR CORP | 28,570 | $2.143M | 0.8% | $75.01 | $93.17 | — | Common Stock | 518415104 |
| DECK | DECKERS OUTDOOR CORP | 2,300 | $2.076M | 0.8% | $902.53 * | $69.90 | +124.4% | Common Stock | 243537107 |
| CAT | CATERPILLAR INC | 5,581 | $1.961M | 0.8% | $351.35 | $281.41 | +26.8% | Common Stock | 149123101 |
| IR | INGERSOLL RAND INC | 21,403 | $1.949M | 0.8% | $91.04 * | $57.62 | +64.5% | Common Stock | 45687V106 |
| AVAV | AEROVIRONMENT INC | 13,100 | $1.925M | 0.8% | $146.97 * | $131.57 | +16.5% | Common Stock | 008073108 |
| CDNS | CADENCE DESIGN SYSTEM INC | 5,911 | $1.764M | 0.7% | $298.47 * | $174.20 | +78.7% | Common Stock | 127387108 |
| WAB | WABTEC | 12,448 | $1.739M | 0.7% | $139.69 * | $99.49 | +45.2% | Common Stock | 929740108 |
| ZS | ZSCALER INC | 9,383 | $1.733M | 0.7% | $184.70 * | $185.19 | +4.0% | Common Stock | 98980G102 |
| CELH | CELSIUS HLDGS INC | 20,150 | $1.602M | 0.6% | $79.51 * | $60.74 | +36.5% | Common Stock | 15118V207 |
| EL | LAUDER ESTEE COS INC | 10,809 | $1.598M | 0.6% | $147.81 | $165.90 | -10.3% | Common Stock | 518439104 |
| MCHP | MICROCHIP TECHNOLOGY INC. | 18,000 | $1.548M | 0.6% | $86.02 | $78.72 | +8.6% | Common Stock | 595017104 |
| SHW | SHERWIN WILLIAMS CO | 4,543 | $1.513M | 0.6% | $333.04 * | $273.28 | +25.2% | Common Stock | 824348106 |
| HUBS | HUBSPOT INC | 2,375 | $1.427M | 0.6% | $600.78 * | $468.65 | +33.7% | Common Stock | 443573100 |
| GFF | GRIFFON CORP | 20,250 | $1.424M | 0.6% | $70.32 * | $40.44 | +78.3% | Common Stock | 398433102 |
| EOG | EOG RES INC | 10,909 | $1.337M | 0.5% | $122.58 | $107.06 | +13.0% | Common Stock | 26875P101 |
| CP | CANADIAN PACIFIC KANSAS CITY | 15,697 | $1.321M | 0.5% | $84.13 * | $72.77 | +19.8% | Common Stock | 13646K108 |
| ICE | INTERCONTINENTAL EXCHANGE IN | 10,000 | $1.318M | 0.5% | $131.78 * | $102.00 | +32.0% | Common Stock | 45866F104 |
| LIN | LINDE PLC | 2,959 | $1.317M | 0.5% | $445.21 | $325.41 | +39.5% | Common Stock | G54950103 |
| MUSA | MURPHY USA INC | 3,238 | $1.302M | 0.5% | $401.95 * | $387.51 | +7.3% | Common Stock | 626755102 |
| MPC | MARATHON PETE CORP | 6,600 | $1.275M | 0.5% | $193.21 | $134.50 | +44.3% | Common Stock | 56585A102 |
| NTRA | NATERA INC | 13,800 | $1.21M | 0.5% | $87.70 * | $50.54 | +81.0% | Common Stock | 632307104 |
| LLY | LILLY ELI & CO | 1,573 | $1.173M | 0.5% | $745.95 * | $702.49 | +9.4% | Common Stock | 532457108 |
| EXTR | EXTREME NETWORKS INC | 100,400 | $1.111M | 0.4% | $11.07 * | $17.86 | -35.4% | Common Stock | 30226D106 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | 240,300 | $1.099M | 0.4% | $4.57 * | $6.71 | -28.9% | Common Stock | 63942X106 |
| COP | CONOCOPHILLIPS | 8,910 | $1.087M | 0.4% | $122.04 | $107.87 | +11.7% | Common Stock | 20825C104 |
| — | ANSYS INC | 3,250 | $1.082M | 0.4% | $332.88 | $362.88 | — | Common Stock | 03662Q105 |
| ADSK | AUTODESK INC | 4,118 | $1.028M | 0.4% | $249.70 * | $202.28 | +28.7% | Common Stock | 052769106 |
| SNPS | SYNOPSYS INC | 1,850 | $1.014M | 0.4% | $547.98 * | $313.01 | +82.6% | Common Stock | 871607107 |
| EMR | EMERSON ELEC CO | 9,100 | $990K | 0.4% | $108.75 | $99.38 | +10.7% | Common Stock | 291011104 |
| FISV | FISERV INC | 6,380 | $978K | 0.4% | $153.24 * | $145.35 | +10.0% | Common Stock | 337738108 |
| VEEV | VEEVA SYS INC | 4,310 | $957K | 0.4% | $222.16 * | $179.70 | +28.9% | Common Stock | 922475108 |
| ABBV | ABBVIE INC | 5,310 | $927K | 0.4% | $174.61 | $126.41 | +35.6% | Common Stock | 00287Y109 |
| PANW | PALO ALTO NETWORKS INC | 3,270 | $891K | 0.4% | $272.44 * | $105.25 | +35.0% | Common Stock | 697435105 |
| UNH | UNITEDHEALTH GROUP INC | 1,858 | $881K | 0.3% | $474.34 | $470.18 | +1.5% | Common Stock | 91324P102 |
| PTC | PTC INC | 4,800 | $870K | 0.3% | $181.17 * | $153.39 | +23.2% | Common Stock | 69370C100 |
| PCOR | PROCORE TECHNOLOGIES INC | 10,800 | $851K | 0.3% | $78.79 * | $51.41 | +59.8% | Common Stock | 74275K108 |
| UNP | UNION PAC CORP | 3,600 | $849K | 0.3% | $235.81 | $206.00 | +14.7% | Common Stock | 907818108 |
| MNST | MONSTER BEVERAGE CORP NEW | 14,750 | $838K | 0.3% | $56.84 * | $57.48 | +3.1% | Common Stock | 61174X109 |
| WM | WASTE MGMT INC DEL | 4,071 | $832K | 0.3% | $204.38 | $140.47 | +47.9% | Common Stock | 94106L109 |
| — | BARRICK GOLD CORP | 49,200 | $781K | 0.3% | $15.87 | $17.22 | — | Common Stock | 067901108 |
| BILL | BILL COM HLDGS INC | 11,664 | $769K | 0.3% | $65.89 * | $84.88 | -19.0% | Common Stock | 090043100 |
| ROK | ROCKWELL AUTOMATION INC | 2,650 | $740K | 0.3% | $279.34 | $270.53 | +4.5% | Common Stock | 773903109 |
| META | META PLATFORMS INC | 1,534 | $714K | 0.3% | $465.60 * | $443.21 | +8.9% | Common Stock | 30303M102 |
| DVN | DEVON ENERGY CORP NEW | 14,760 | $710K | 0.3% | $48.12 | $46.14 | +3.2% | Common Stock | 25179M103 |
| CROX | CROCS INC | 5,108 | $704K | 0.3% | $137.88 * | $104.77 | +37.2% | Common Stock | 227046109 |
| LULU | LULULEMON ATHLETICA INC | 1,750 | $656K | 0.3% | $374.58 * | $459.67 | -15.0% | Common Stock | 550021109 |
| CSX | CSX CORP | 18,301 | $651K | 0.3% | $35.54 | $31.16 | +15.9% | Common Stock | 126408103 |
| AAPL | APPLE INC | 3,801 | $625K | 0.2% | $164.42 * | $144.97 | +17.3% | Common Stock | 037833100 |
| SPGI | S&P GLOBAL INC | 1,500 | $612K | 0.2% | $407.94 * | $404.50 | +3.8% | Common Stock | 78409V104 |
| — | AXONICS INC | 9,200 | $608K | 0.2% | $66.13 | $62.23 | — | Common Stock | 05465P101 |
| PLAY | DAVE & BUSTERS ENTMT INC | 10,000 | $600K | 0.2% | $60.02 * | $37.82 | +65.5% | Common Stock | 238337109 |
| FRPT | FRESHPET INC | 5,300 | $589K | 0.2% | $111.09 * | $70.09 | +65.3% | Common Stock | 358039105 |
| ORLY | OREILLY AUTOMOTIVE INC | 500 | $541K | 0.2% | $1082.43 * | $69.94 | +7.6% | Common Stock | 67103H107 |
| MSCI | MSCI INC | 1,000 | $537K | 0.2% | $537.39 * | $563.86 | -2.7% | Common Stock | 55354G100 |
| FCX | FREEPORT-MCMORAN INC | 11,064 | $499K | 0.2% | $45.09 | $37.84 | +21.3% | Common Stock | 35671D857 |
| HD | HOME DEPOT INC | 1,312 | $483K | 0.2% | $367.82 | $282.74 | +30.0% | Common Stock | 437076102 |
| JPM | JPMORGAN CHASE & CO | 2,367 | $455K | 0.2% | $192.06 | $142.83 | +35.0% | Common Stock | 46625H100 |
| POOL | POOL CORP | 1,126 | $436K | 0.2% | $386.90 | $338.79 | +16.0% | Common Stock | 73278L105 |
| FIVE | FIVE BELOW INC | 2,500 | $435K | 0.2% | $173.92 * | $163.64 | +10.8% | Common Stock | 33829M101 |
| KNSL | KINSALE CAP GROUP INC | 780 | $392K | 0.2% | $503.15 * | $382.39 | +36.9% | Common Stock | 49714P108 |
| WFC | WELLS FARGO CO NEW | 6,551 | $364K | 0.1% | $55.58 | $41.49 | +34.1% | Common Stock | 949746101 |
| ALGN | ALIGN TECHNOLOGY INC | 1,100 | $346K | 0.1% | $314.43 * | $441.39 | -25.7% | Common Stock | 016255101 |
| NOG | NORTHERN OIL AND GAS INC MN | 8,900 | $339K | 0.1% | $38.05 * | $38.45 | +3.2% | Common Stock | 665531307 |
| FICO | FAIR ISAAC CORP | 280 | $335K | 0.1% | $1198.19 * | $646.92 | +93.2% | Common Stock | 303250104 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 2,500 | $326K | 0.1% | $130.45 * | $90.01 | +51.1% | ADR | 874039100 |
| AGCO | AGCO CORP | 2,725 | $321K | 0.1% | $117.96 | $119.78 | -1.8% | Common Stock | 001084102 |
| NOV | NOV INC | 17,000 | $318K | 0.1% | $18.72 * | $20.66 | -5.5% | Common Stock | 62955J103 |
| EXAS | EXACT SCIENCES CORP | 4,600 | $305K | 0.1% | $66.22 * | $63.25 | +9.2% | Common Stock | 30063P105 |
| CWST | CASELLA WASTE SYS INC | 3,200 | $303K | 0.1% | $94.80 * | $81.65 | +21.1% | Common Stock | 147448104 |
| NEM | NEWMONT CORP | 8,435 | $290K | 0.1% | $34.37 | $39.84 | -13.0% | Common Stock | 651639106 |
| TOL | TOLL BROTHERS INC | 2,210 | $274K | 0.1% | $124.05 * | $108.81 | +18.9% | Common Stock | 889478103 |
| FDX | FEDEX CORP | 951 | $264K | 0.1% | $277.82 | $224.02 | +24.4% | Common Stock | 31428X106 |
| MCO | MOODYS CORP | 700 | $264K | 0.1% | $376.86 * | $337.28 | +15.0% | Common Stock | 615369105 |
| BLMN | BLOOMIN BRANDS INC | 9,500 | $261K | 0.1% | $27.50 * | $19.53 | +33.3% | Common Stock | 094235108 |
| SGI | TEMPUR SEALY INTL INC | 4,700 | $256K | 0.1% | $54.48 * | $35.35 | +60.7% | Common Stock | 88023U101 |
| NKE | NIKE INC | 2,500 | $225K | 0.1% | $90.11 | $112.69 | -19.6% | Common Stock | 654106103 |
| PM | PHILIP MORRIS INTL INC | 2,500 | $220K | 0.1% | $87.85 * | $83.71 | +2.1% | Common Stock | 718172109 |
| DE | DEERE & CO | 551 | $217K | 0.1% | $393.84 | $397.14 | +0.9% | Common Stock | 244199105 |
| — | ARISTA NETWORKS INC | 750 | $209K | 0.1% | $278.05 | $192.57 | — | Common Stock | 040413106 |
| DUOL | DUOLINGO INC | 940 | $199K | 0.1% | $211.50 * | $143.30 | +53.9% | Common Stock | 26603R106 |
| BAC | BK OF AMERICA CORP | 5,139 | $187K | 0.1% | $36.36 | $28.27 | +28.7% | Common Stock | 060505104 |
| MNDY | MONDAY COM LTD | 845 | $183K | 0.1% | $216.58 * | $166.48 | +35.7% | Common Stock | M7S64H106 |
| VRSN | VERISIGN INC | 1,000 | $182K | 0.1% | $181.71 * | $206.42 | -9.0% | Common Stock | 92343E102 |
| — | M D C HLDGS INC | 3,000 | $181K | 0.1% | $60.32 | $59.40 | — | Common Stock | 552676108 |
| WMT | WALMART INC | 3,054 | $176K | 0.1% | $57.69 * | $54.08 | +9.3% | Common Stock | 931142103 |
| AXON | AXON ENTERPRISE INC | 585 | $176K | 0.1% | $300.01 * | $225.35 | +38.8% | Common Stock | 05464C101 |
| SHOP | SHOPIFY INC | 2,202 | $162K | 0.1% | $73.62 * | $63.86 | +20.8% | Common Stock | 82509L107 |
| CAMT | CAMTEK LTD | 1,800 | $145K | 0.1% | $80.32 * | $77.34 | +6.6% | Common Stock | M20791105 |
| LNG | CHENIERE ENERGY INC | 925 | $143K | 0.1% | $154.64 * | $169.83 | -5.0% | Common Stock | 16411R208 |
| VRTX | VERTEX PHARMACEUTICALS INC | 355 | $142K | 0.1% | $400.81 * | $422.74 | -1.1% | Common Stock | 92532F100 |
| NU | NU HLDGS LTD | 12,400 | $142K | 0.1% | $11.44 * | $7.48 | +59.5% | Common Stock | G6683N103 |
| PHM | PULTE GROUP INC | 1,102 | $127K | 0.1% | $115.66 * | $105.76 | +12.6% | Common Stock | 745867101 |
| TXG | 10X GENOMICS INC | 3,400 | $122K | 0.0% | $35.99 * | $43.94 | -14.6% | Common Stock | 88025U109 |
| TOST | TOAST INC | 5,000 | $119K | 0.0% | $23.89 * | $20.62 | +20.8% | Common Stock | 888787108 |
| NSC | NORFOLK SOUTHN CORP | 432 | $106K | 0.0% | $244.38 | $200.25 | +22.5% | Common Stock | 655844108 |
| TW | TRADEWEB MKTS INC | 1,000 | $99,884 | 0.0% | $99.88 * | $89.28 | +16.7% | Common Stock | 892672106 |
| INSP | INSPIRE MED SYS INC | 460 | $94,738 | 0.0% | $205.95 * | $285.71 | -24.8% | Common Stock | 457730109 |
| — | LABORATORY CORP AMER HLDGS | 450 | $94,262 | 0.0% | $209.47 | $126.39 | — | Common Stock | 50540R409 |
| BRKR | BRUKER CORP | 1,000 | $90,075 | 0.0% | $90.08 * | $66.65 | +39.9% | Common Stock | 116794108 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 625 | $88,988 | 0.0% | $142.38 * | $155.25 | -4.4% | Common Stock | 874054109 |
| — | PRIMO WATER CORPORATION | 5,000 | $87,304 | 0.0% | $17.46 | $13.80 | — | Common Stock | 74167P108 |
| RGNX | REGENXBIO INC | 4,000 | $80,812 | 0.0% | $20.20 * | $24.74 | -14.8% | Common Stock | 75901B107 |
| SNOW | SNOWFLAKE INC | 512 | $79,335 | 0.0% | $154.95 * | $193.91 | -16.7% | Common Stock | 833445109 |
| AMBA | AMBARELLA INC | 1,623 | $79,009 | 0.0% | $48.68 * | $75.51 | -32.8% | Common Stock | G037AX101 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | 940 | $78,721 | 0.0% | $83.75 * | $88.47 | -1.3% | Common Stock | 09061G101 |
| CALY | CALLAWAY GOLF CO | 4,000 | $62,019 | 0.0% | $15.50 * | $22.13 | -26.9% | Common Stock | 131193104 |
| SITM | SITIME CORP | 500 | $44,697 | 0.0% | $89.39 * | $97.49 | -4.4% | Common Stock | 82982T106 |
| AFL | AFLAC INC | 230 | $18,935 | 0.0% | $82.33 | $76.01 | +8.9% | Common Stock | 001055102 |
| PYPL | PAYPAL HLDGS INC | 292 | $18,756 | 0.0% | $64.23 * | $57.15 | +17.0% | Common Stock | 70450Y103 |
| TDW | TIDEWATER INC NEW | 208 | $18,349 | 0.0% | $88.22 * | $63.21 | +45.5% | Common Stock | 88642R109 |
| RJF | RAYMOND JAMES FINL INC | 140 | $17,239 | 0.0% | $123.14 | $101.13 | +24.0% | Common Stock | 754730109 |
| HIG | HARTFORD FINL SVCS GROUP INC | 170 | $16,798 | 0.0% | $98.81 | $70.31 | +42.3% | Common Stock | 416515104 |
| ELV | ANTHEM INC | 32 | $15,911 | 0.0% | $497.22 | $465.34 | +8.2% | Common Stock | 036752103 |
| BOOT | BOOT BARN HLDGS INC | 170 | $15,510 | 0.0% | $91.24 * | $78.47 | +21.3% | Common Stock | 099406100 |
| FSLR | FIRST SOLAR INC | 94 | $15,214 | 0.0% | $161.85 * | $152.94 | +10.4% | Common Stock | 336433107 |
| AMGN | AMGEN INC | 55 | $14,994 | 0.0% | $272.62 | $240.31 | +12.1% | Common Stock | 031162100 |
| NXPI | NXP SEMICONDUCTORS N V | 63 | $14,967 | 0.0% | $237.57 | $193.61 | +24.0% | Common Stock | N6596X109 |
| CB | CHUBB LIMITED | 60 | $14,908 | 0.0% | $248.47 * | $202.45 | +25.9% | Common Stock | H1467J104 |
| DIS | DISNEY WALT CO | 125 | $14,666 | 0.0% | $117.33 * | $102.38 | +17.1% | Common Stock | 254687106 |
| EXP | EAGLE MATLS INC | 56 | $14,592 | 0.0% | $260.57 * | $174.12 | +54.9% | Common Stock | 26969P108 |
| ORCL | ORACLE CORP | 118 | $14,212 | 0.0% | $120.44 * | $112.35 | +9.8% | Common Stock | 68389X105 |
| CI | CIGNA CORP NEW | 40 | $13,930 | 0.0% | $348.25 | $317.75 | +10.6% | Common Stock | 125523100 |
| CVX | CHEVRON CORP NEW | 85 | $12,856 | 0.0% | $151.25 * | $145.76 | +0.2% | Common Stock | 166764100 |
| RL | RALPH LAUREN CORP | 70 | $12,602 | 0.0% | $180.03 | $119.69 | +53.0% | Common Stock | 751212101 |
| LBRT | LIBERTY OILFIELD SVCS INC | 620 | $12,318 | 0.0% | $19.87 * | $16.48 | +25.7% | Common Stock | 53115L104 |
| DG | DOLLAR GEN CORP NEW | 70 | $10,475 | 0.0% | $149.64 | $115.93 | +29.3% | Common Stock | 256677105 |
| MDB | MONGODB INC | 30 | $10,316 | 0.0% | $343.87 * | $376.17 | -4.7% | Common Stock | 60937P106 |
| HAL | HALLIBURTON CO | 250 | $9,449 | 0.0% | $37.80 | $35.61 | +5.8% | Common Stock | 406216101 |
| URI | UNITED RENTALS INC | 13 | $8,989 | 0.0% | $691.46 * | $462.72 | +53.4% | Common Stock | 911363109 |
| OC | OWENS CORNING NEW | 50 | $7,997 | 0.0% | $159.94 * | $137.41 | +21.4% | Common Stock | 690742101 |
| ULTA | ULTA BEAUTY INC | 15 | $7,520 | 0.0% | $501.33 * | $486.72 | +7.4% | Common Stock | 90384S303 |
| VAL | VALARIS LIMITED | 100 | $7,216 | 0.0% | $72.16 * | $72.92 | +3.2% | Common Stock | G9460G101 |
| TKR | TIMKEN CO | 85 | $7,126 | 0.0% | $83.84 * | $81.15 | +7.7% | Common Stock | 887389104 |
| COR | AMERISOURCEBERGEN CORP | 30 | $6,990 | 0.0% | $233.00 * | $226.42 | +5.8% | Common Stock | 03073E105 |