Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
POR	PORTLAND GEN ELEC CO	12,214	$645K	2.4%	$50.61	0.0%	COM NEW	736508847
EXC	EXELON CORP	10,223	$501K	1.8%	$45.14	0.0%	COM	30161N101
LNT	ALLIANT ENERGY CORP	5,560	$399K	1.5%	$67.60	0.0%	COM	018802108
SSB	SOUTHSTATE BK CORP	4,080	$377K	1.4%	$100.90	0.0%	COM	84472E102
PNW	PINNACLE WEST CAP CORP	3,619	$365K	1.3%	$93.50	0.0%	COM	723484101
RL	RALPH LAUREN CORP	1,014	$349K	1.3%	$363.10	0.0%	CL A	751212101
CNP	CENTERPOINT ENERGY INC	8,075	$349K	1.3%	$40.01	0.0%	COM	15189T107
TTC	TORO CO	3,567	$333K	1.2%	$93.09	0.0%	COM	891092108
SCHW	SCHWAB CHARLES CORP	3,305	$311K	1.1%	$100.12	0.0%	COM	808513105
JBL	JABIL INC	1,135	$301K	1.1%	$248.04	0.0%	COM	466313103
PPL	PPL CORP	7,810	$298K	1.1%	$36.23	0.0%	COM	69351T106
HWM	HOWMET AEROSPACE INC	1,254	$289K	1.1%	$226.53	0.0%	COM	443201108
CL	COLGATE PALMOLIVE CO	3,376	$288K	1.1%	$88.75	0.0%	COM	194162103
CCK	CROWN HLDGS INC	2,859	$287K	1.0%	$108.08	0.0%	COM	228368106
FLS	FLOWSERVE CORP	3,878	$285K	1.0%	$80.71	0.0%	COM	34354P105
PSX	PHILLIPS 66	1,522	$277K	1.0%	$147.11	0.0%	COM	718546104
NFG	NATIONAL FUEL GAS CO	2,943	$277K	1.0%	$83.57	0.0%	COM	636180101
DD	DUPONT DE NEMOURS INC	5,820	$267K	1.0%	$46.11	0.0%	COM	26614N102
MAS	MASCO CORP	4,216	$255K	0.9%	$70.60	0.0%	COM	574599106
FE	FIRSTENERGY CORP	4,979	$252K	0.9%	$47.09	0.0%	COM	337932107
SRE	SEMPRA	2,573	$250K	0.9%	$89.52	0.0%	COM	816851109
HRL	HORMEL FOODS CORP	10,830	$245K	0.9%	$24.24	0.0%	COM	440452100
GVA	GRANITE CONSTR INC	1,994	$239K	0.9%	$125.58	0.0%	COM	387328107
ATO	ATMOS ENERGY CORP	1,264	$233K	0.9%	$171.49	0.0%	COM	049560105
HLT	HILTON WORLDWIDE HLDGS INC	765	$233K	0.9%	$305.09	0.0%	COM	43300A203
GD	GENERAL DYNAMICS CORP	671	$230K	0.8%	$354.49	0.0%	COM	369550108
KBH	KB HOME	4,440	$230K	0.8%	$61.00	0.0%	COM	48666K109
APH	AMPHENOL CORP	1,815	$229K	0.8%	$146.40	0.0%	CL A	032095101
VMI	VALMONT INDS INC	563	$225K	0.8%	$448.65	0.0%	COM	920253101
NI	NISOURCE INC	4,797	$224K	0.8%	$43.99	0.0%	COM	65473P105
FTNT	FORTINET INC	2,661	$217K	0.8%	$79.98	0.0%	COM	34959E109
L	LOEWS CORP	2,024	$216K	0.8%	$106.44	0.0%	COM	540424108
DE	DEERE & CO	379	$213K	0.8%	$551.35	0.0%	COM	244199105
JPM	JPMORGAN CHASE & CO	725	$213K	0.8%	$311.42	0.0%	COM	46625H100
NBTB	NBT BANCORP INC	4,911	$209K	0.8%	$44.33	0.0%	COM	628778102
PG	PROCTER & GAMBLE CO	1,447	$209K	0.8%	$151.77	0.0%	COM	742718109
ALL	ALLSTATE CORP	987	$205K	0.7%	$202.93	0.0%	COM	020002101
LOW	LOWES COS INC	860	$203K	0.7%	$271.50	0.0%	COM	548661107
CB	CHUBB LTD SWITZ	619	$202K	0.7%	$316.22	0.0%	COM	H1467J104
FNB	F N B CORP	11,290	$189K	0.7%	$17.81	0.0%	COM	302520101
HUN	HUNTSMAN CORP	13,051	$174K	0.6%	$12.13	0.0%	COM	447011107
MAT	MATTEL INC	11,123	$162K	0.6%	$19.87	0.0%	COM	577081102

Increased Positions (16)

SLB SLB LIMITED 4.2%

Value $1.143M (+43.1%) Shares 22,232 (+6.9%) Est. Cost $43.29 Unrealized +11.6%

DVN DEVON ENERGY CORP NEW 1.9%

Value $531K (+108.9%) Shares 10,549 (+52.0%) Est. Cost $44.18 Unrealized -8.9%

FITB FIFTH THIRD BANCORP 3.0%

Value $815K (+35.8%) Shares 17,548 (+36.8%) Est. Cost $39.11 Unrealized +31.1%

AAL AMERICAN AIRLINES GROUP INC 1.0%

Value $273K (+49.0%) Shares 25,424 (+112.6%) Est. Cost $14.06 Unrealized +3.6%

KEY KEYCORP 1.9%

Value $523K (+19.0%) Shares 26,093 (+22.5%) Est. Cost $15.65 Unrealized +38.6%

GE GE AEROSPACE 2.6%

Value $724K (+12.5%) Shares 2,550 (+22.1%) Est. Cost $186.92 Unrealized +70.2%

PCAR PACCAR INC 1.6%

Value $428K (+15.2%) Shares 3,707 (+9.2%) Est. Cost $96.28 Unrealized +27.7%

BAC BANK AMERICA CORP 6.2%

Value $1.692M (-2.1%) Shares 34,717 (+10.4%) Est. Cost $40.73 Unrealized +31.7%

TFC TRUIST FINL CORP 2.6%

Value $709K (+5.4%) Shares 15,414 (+12.8%) Est. Cost $41.70 Unrealized +22.7%

ADBE ADOBE INC 0.9%

Value $254K (+16.4%) Shares 1,046 (+67.6%) Est. Cost $368.11 Unrealized -21.3%

EXE EXPAND ENERGY CORPORATION 1.0%

Value $266K (+8.0%) Shares 2,422 (+8.6%) Est. Cost $90.58 Unrealized +16.8%

SYK STRYKER CORPORATION 1.3%

Value $356K (+5.5%) Shares 1,083 (+12.8%) Est. Cost $315.92 Unrealized +15.4%

C CITIGROUP INC 1.7%

Value $465K (+4.0%) Shares 4,099 (+7.1%) Est. Cost $77.28 Unrealized +50.3%

HD HOME DEPOT INC 0.9%

Value $247K (+6.2%) Shares 752 (+11.1%) Est. Cost $365.82 Unrealized +3.1%

UNH UNITEDHEALTH GROUP INC 1.2%

Value $327K (+2.8%) Shares 1,209 (+25.4%) Est. Cost $464.20 Unrealized -33.5%

MS MORGAN STANLEY 2.1%

Value $566K (-0.6%) Shares 3,442 (+7.2%) Est. Cost $119.22 Unrealized +50.7%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SLB	SLB LIMITED	22,232 (+6.9%)	$1.143M (+43.1%)	4.2%	$43.29	+11.6%	COM STK	806857108
DVN	DEVON ENERGY CORP NEW	10,549 (+52.0%)	$531K (+108.9%)	1.9%	$44.18	-8.9%	COM	25179M103
FITB	FIFTH THIRD BANCORP	17,548 (+36.8%)	$815K (+35.8%)	3.0%	$39.11	+31.1%	COM	316773100
AAL	AMERICAN AIRLINES GROUP INC	25,424 (+112.6%)	$273K (+49.0%)	1.0%	$14.06	+3.6%	COM	02376R102
KEY	KEYCORP	26,093 (+22.5%)	$523K (+19.0%)	1.9%	$15.65	+38.6%	COM	493267108
GE	GE AEROSPACE	2,550 (+22.1%)	$724K (+12.5%)	2.6%	$186.92	+70.2%	COM NEW	369604301
PCAR	PACCAR INC	3,707 (+9.2%)	$428K (+15.2%)	1.6%	$96.28	+27.7%	COM	693718108
BAC	BANK AMERICA CORP	34,717 (+10.4%)	$1.692M (-2.1%)	6.2%	$40.73	+31.7%	COM	060505104
TFC	TRUIST FINL CORP	15,414 (+12.8%)	$709K (+5.4%)	2.6%	$41.70	+22.7%	COM	89832Q109
ADBE	ADOBE INC	1,046 (+67.6%)	$254K (+16.4%)	0.9%	$368.11	-21.3%	COM	00724F101
EXE	EXPAND ENERGY CORPORATION	2,422 (+8.6%)	$266K (+8.0%)	1.0%	$90.58	+16.8%	COM	165167735
SYK	STRYKER CORPORATION	1,083 (+12.8%)	$356K (+5.5%)	1.3%	$315.92	+15.4%	COM	863667101
C	CITIGROUP INC	4,099 (+7.1%)	$465K (+4.0%)	1.7%	$77.28	+50.3%	COM NEW	172967424
HD	HOME DEPOT INC	752 (+11.1%)	$247K (+6.2%)	0.9%	$365.82	+3.1%	COM	437076102
UNH	UNITEDHEALTH GROUP INC	1,209 (+25.4%)	$327K (+2.8%)	1.2%	$464.20	-33.5%	COM	91324P102
MS	MORGAN STANLEY	3,442 (+7.2%)	$566K (-0.6%)	2.1%	$119.22	+50.7%	COM NEW	617446448

Exited Positions (43)

KMB KIMBERLY-CLARK CORP 2.6%

Value $711K Shares 7,044 Est. Cost $108.41 Unrealized -4.9%

DXCM DEXCOM INC 2.2%

Value $604K Shares 9,106 Est. Cost $64.65 Unrealized +9.7%

TTD THE TRADE DESK INC 2.1%

Value $575K Shares 15,158 Est. Cost $44.33 Unrealized -29.6%

ORLY OREILLY AUTOMOTIVE INC 1.8%

Value $494K Shares 5,412 Est. Cost $97.70 Unrealized -2.8%

STT STATE STR CORP 1.7%

Value $460K Shares 3,562 Est. Cost $118.97 Unrealized +9.5%

LMT LOCKHEED MARTIN CORP 1.7%

Value $459K Shares 950 Est. Cost $476.18 Unrealized +26.2%

AVGO BROADCOM INC 1.5%

Value $423K Shares 1,223 Est. Cost $357.00 Unrealized -6.4%

PFE PFIZER INC 1.5%

Value $421K Shares 16,923 Est. Cost $25.03 Unrealized +4.6%

PRU PRUDENTIAL FINL INC 1.5%

Value $418K Shares 3,705 Est. Cost $106.51 Unrealized +0.8%

CPRT COPART INC 1.5%

Value $403K Shares 10,294 Est. Cost $48.34 Unrealized -19.0%

CAH CARDINAL HEALTH INC 1.4%

Value $393K Shares 1,912 Est. Cost $187.72 Unrealized +14.7%

ISRG INTUITIVE SURGICAL INC 1.4%

Value $383K Shares 676 Est. Cost $532.37 Unrealized -2.1%

CARR CARRIER GLOBAL CORPORATION 1.4%

Value $377K Shares 7,129 Est. Cost $55.53 Unrealized +7.5%

CNC CENTENE CORP DEL 1.3%

Value $342K Shares 8,311 Est. Cost $37.43 Unrealized +15.8%

HAS HASBRO INC 1.3%

Value $342K Shares 4,165 Est. Cost $78.03 Unrealized +18.8%

NWSA NEWS CORP NEW 1.2%

Value $330K Shares 12,627 Est. Cost $27.21 Unrealized -7.6%

AMAT APPLIED MATLS INC 1.2%

Value $317K Shares 1,235 Est. Cost $239.49 Unrealized +36.4%

DTE DTE ENERGY CO 1.2%

Value $315K Shares 2,445 Est. Cost $134.80 Unrealized +1.5%

NOW SERVICENOW INC 1.1%

Value $308K Shares 2,010 Est. Cost $171.54 Unrealized -29.4%

AXS AXIS CAP HLDGS LTD 1.1%

Value $307K Shares 2,869 Est. Cost $99.34 Unrealized +3.8%

BRK/B BERKSHIRE HATHAWAY INC DEL 1.1%

Value $298K Shares 593 Est. Cost $497.53 Unrealized -0.8%

LRCX LAM RESEARCH CORP 1.1%

Value $288K Shares 1,683 Est. Cost $105.52 Unrealized +114.1%

MCD MCDONALDS CORP 1.0%

Value $284K Shares 929 Est. Cost $305.09 Unrealized +4.0%

DT DYNATRACE INC 1.0%

Value $281K Shares 6,478 Est. Cost $46.61 Unrealized -17.6%

MRSH MARSH & MCLENNAN COS INC 1.0%

Value $265K Shares 1,429 Est. Cost $186.43 Unrealized -2.7%

OTIS OTIS WORLDWIDE CORP 0.9%

Value $247K Shares 2,826 Est. Cost $89.25 Unrealized +0.3%

EW EDWARDS LIFESCIENCES CORP 0.9%

Value $235K Shares 2,753 Est. Cost $72.33 Unrealized +13.3%

HIG HARTFORD INSURANCE GROUP INC 0.8%

Value $231K Shares 1,677 Est. Cost $131.57 Unrealized +3.9%

UAL UNITED AIRLS HLDGS INC 0.8%

Value $228K Shares 2,038 Est. Cost $101.05 Unrealized +10.5%

DKNG DRAFTKINGS INC NEW 0.8%

Value $226K Shares 6,568 Est. Cost $32.89 Unrealized -12.0%

CNX CNX RES CORP 0.8%

Value $223K Shares 6,053 Est. Cost $35.81 Unrealized +5.5%

G GENPACT LIMITED 0.8%

Value $216K Shares 4,617 Est. Cost $43.25 Unrealized -1.5%

SPGI S&P GLOBAL INC 0.8%

Value $216K Shares 413 Est. Cost $494.21 Unrealized -1.8%

MDB MONGODB INC 0.8%

Value $214K Shares 510 Est. Cost $363.83 Unrealized +3.4%

ABT ABBOTT LABS 0.8%

Value $213K Shares 1,699 Est. Cost $127.30 Unrealized -9.3%

FISV FISERV INC 0.8%

Value $212K Shares 3,152 Est. Cost $144.39 Unrealized -55.7%

PHM PULTE GROUP INC 0.8%

Value $207K Shares 1,762 Est. Cost $122.44 Unrealized +7.3%

JEF JEFFERIES FINL GROUP INC 0.7%

Value $203K Shares 3,269 Est. Cost $56.69 Unrealized +3.7%

BMY BRISTOL-MYERS SQUIBB CO 0.7%

Value $201K Shares 3,735 Est. Cost $47.53 Unrealized +20.8%

HON HONEYWELL INTL INC 0.7%

Value $201K Shares 1,031 Est. Cost $195.03 Unrealized +15.8%

CNH CNH INDL N V 0.6%

Value $168K Shares 18,248 Est. Cost $9.99 Unrealized +14.3%

MARA MARA HOLDINGS INC 0.4%

Value $112K Shares 12,460 Est. Cost $14.76 Unrealized -37.2%

HAIN HAIN CELESTIAL GROUP INC 0.0%

Value $11,076 Shares 10,351 Est. Cost $7.49 Unrealized -85.5%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
KMB	KIMBERLY-CLARK CORP	7,044	$711K	2.6%	$108.41	-4.9%	—	494368103
DXCM	DEXCOM INC	9,106	$604K	2.2%	$64.65	+9.7%	—	252131107
TTD	THE TRADE DESK INC	15,158	$575K	2.1%	$44.33	-29.6%	—	88339J105
ORLY	OREILLY AUTOMOTIVE INC	5,412	$494K	1.8%	$97.70	-2.8%	—	67103H107
STT	STATE STR CORP	3,562	$460K	1.7%	$118.97	+9.5%	—	857477103
LMT	LOCKHEED MARTIN CORP	950	$459K	1.7%	$476.18	+26.2%	—	539830109
AVGO	BROADCOM INC	1,223	$423K	1.5%	$357.00	-6.4%	—	11135F101
PFE	PFIZER INC	16,923	$421K	1.5%	$25.03	+4.6%	—	717081103
PRU	PRUDENTIAL FINL INC	3,705	$418K	1.5%	$106.51	+0.8%	—	744320102
CPRT	COPART INC	10,294	$403K	1.5%	$48.34	-19.0%	—	217204106
CAH	CARDINAL HEALTH INC	1,912	$393K	1.4%	$187.72	+14.7%	—	14149Y108
ISRG	INTUITIVE SURGICAL INC	676	$383K	1.4%	$532.37	-2.1%	—	46120E602
CARR	CARRIER GLOBAL CORPORATION	7,129	$377K	1.4%	$55.53	+7.5%	—	14448C104
CNC	CENTENE CORP DEL	8,311	$342K	1.3%	$37.43	+15.8%	—	15135B101
HAS	HASBRO INC	4,165	$342K	1.3%	$78.03	+18.8%	—	418056107
NWSA	NEWS CORP NEW	12,627	$330K	1.2%	$27.21	-7.6%	—	65249B109
AMAT	APPLIED MATLS INC	1,235	$317K	1.2%	$239.49	+36.4%	—	038222105
DTE	DTE ENERGY CO	2,445	$315K	1.2%	$134.80	+1.5%	—	233331107
NOW	SERVICENOW INC	2,010	$308K	1.1%	$171.54	-29.4%	—	81762P102
AXS	AXIS CAP HLDGS LTD	2,869	$307K	1.1%	$99.34	+3.8%	—	G0692U109
BRK/B	BERKSHIRE HATHAWAY INC DEL	593	$298K	1.1%	$497.53	-0.8%	—	084670702
LRCX	LAM RESEARCH CORP	1,683	$288K	1.1%	$105.52	+114.1%	—	512807306
MCD	MCDONALDS CORP	929	$284K	1.0%	$305.09	+4.0%	—	580135101
DT	DYNATRACE INC	6,478	$281K	1.0%	$46.61	-17.6%	—	268150109
MRSH	MARSH & MCLENNAN COS INC	1,429	$265K	1.0%	$186.43	-2.7%	—	571748102
OTIS	OTIS WORLDWIDE CORP	2,826	$247K	0.9%	$89.25	+0.3%	—	68902V107
EW	EDWARDS LIFESCIENCES CORP	2,753	$235K	0.9%	$72.33	+13.3%	—	28176E108
HIG	HARTFORD INSURANCE GROUP INC	1,677	$231K	0.8%	$131.57	+3.9%	—	416515104
UAL	UNITED AIRLS HLDGS INC	2,038	$228K	0.8%	$101.05	+10.5%	—	910047109
DKNG	DRAFTKINGS INC NEW	6,568	$226K	0.8%	$32.89	-12.0%	—	26142V105
CNX	CNX RES CORP	6,053	$223K	0.8%	$35.81	+5.5%	—	12653C108
G	GENPACT LIMITED	4,617	$216K	0.8%	$43.25	-1.5%	—	G3922B107
SPGI	S&P GLOBAL INC	413	$216K	0.8%	$494.21	-1.8%	—	78409V104
MDB	MONGODB INC	510	$214K	0.8%	$363.83	+3.4%	—	60937P106
ABT	ABBOTT LABS	1,699	$213K	0.8%	$127.30	-9.3%	—	002824100
FISV	FISERV INC	3,152	$212K	0.8%	$144.39	-55.7%	—	337738108
PHM	PULTE GROUP INC	1,762	$207K	0.8%	$122.44	+7.3%	—	745867101
JEF	JEFFERIES FINL GROUP INC	3,269	$203K	0.7%	$56.69	+3.7%	—	47233W109
BMY	BRISTOL-MYERS SQUIBB CO	3,735	$201K	0.7%	$47.53	+20.8%	—	110122108
HON	HONEYWELL INTL INC	1,031	$201K	0.7%	$195.03	+15.8%	—	438516106
CNH	CNH INDL N V	18,248	$168K	0.6%	$9.99	+14.3%	—	N20944109
MARA	MARA HOLDINGS INC	12,460	$112K	0.4%	$14.76	-37.2%	—	565788106
HAIN	HAIN CELESTIAL GROUP INC	10,351	$11,076	0.0%	$7.49	-85.5%	—	405217100

Decreased Positions (18)

USB US BANCORP 1.4%

Value $396K (-72.5%) Shares 7,605 (-71.7%) Est. Cost $45.92 Unrealized +23.3%

BSX BOSTON SCIENTIFIC CORP 1.2%

Value $324K (-61.8%) Shares 5,169 (-42.0%) Est. Cost $101.34 Unrealized -15.3%

BK BANK NEW YORK MELLON CORP 0.8%

Value $210K (-65.8%) Shares 1,768 (-66.6%) Est. Cost $110.50 Unrealized +8.7%

AFL AFLAC INC 0.8%

Value $209K (-58.0%) Shares 1,907 (-57.8%) Est. Cost $105.14 Unrealized +5.8%

ABBV ABBVIE INC 1.3%

Value $343K (-44.8%) Shares 1,577 (-42.0%) Est. Cost $204.00 Unrealized +9.1%

NVDA NVIDIA CORPORATION 2.7%

Value $734K (-25.5%) Shares 4,209 (-20.3%) Est. Cost $118.33 Unrealized +57.7%

CIEN CIENA CORP 2.0%

Value $547K (+60.3%) Shares 1,410 (-3.4%) Est. Cost $101.84 Unrealized +166.0%

MMM 3M CO 2.3%

Value $630K (-23.6%) Shares 4,335 (-15.8%) Est. Cost $144.40 Unrealized +13.5%

TSLA TESLA INC 0.9%

Value $239K (-40.5%) Shares 643 (-28.0%) Est. Cost $346.60 Unrealized +22.9%

MET METLIFE INC 1.2%

Value $337K (-28.4%) Shares 4,759 (-20.1%) Est. Cost $78.93 Unrealized -1.9%

NET CLOUDFLARE INC 0.8%

Value $215K (-35.2%) Shares 1,044 (-38.0%) Est. Cost $162.72 Unrealized +12.1%

GLW CORNING INC 1.2%

Value $328K (+34.2%) Shares 2,414 (-13.6%) Est. Cost $48.55 Unrealized +130.0%

CTAS CINTAS CORP 0.8%

Value $218K (-25.4%) Shares 1,288 (-17.1%) Est. Cost $207.65 Unrealized -6.9%

PGR PROGRESSIVE CORP 1.3%

Value $359K (-14.5%) Shares 1,812 (-1.8%) Est. Cost $252.86 Unrealized -18.3%

TRGP TARGA RES CORP 1.4%

Value $370K (+18.2%) Shares 1,475 (-13.0%) Est. Cost $104.36 Unrealized +93.3%

MU MICRON TECHNOLOGY INC 2.2%

Value $591K (+9.3%) Shares 1,749 (-7.7%) Est. Cost $93.70 Unrealized +313.1%

WMB WILLIAMS COS INC 0.8%

Value $232K (+9.6%) Shares 3,185 (-9.5%) Est. Cost $51.72 Unrealized +28.3%

TER TERADYNE INC 0.9%

Value $255K (+7.7%) Shares 859 (-29.7%) Est. Cost $171.50 Unrealized +55.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
USB	US BANCORP	7,605 (-71.7%)	$396K (-72.5%)	1.4%	$45.92	+23.3%	COM NEW	902973304
BSX	BOSTON SCIENTIFIC CORP	5,169 (-42.0%)	$324K (-61.8%)	1.2%	$101.34	-15.3%	COM	101137107
BK	BANK NEW YORK MELLON CORP	1,768 (-66.6%)	$210K (-65.8%)	0.8%	$110.50	+8.7%	COM	064058100
AFL	AFLAC INC	1,907 (-57.8%)	$209K (-58.0%)	0.8%	$105.14	+5.8%	COM	001055102
ABBV	ABBVIE INC	1,577 (-42.0%)	$343K (-44.8%)	1.3%	$204.00	+9.1%	COM	00287Y109
NVDA	NVIDIA CORPORATION	4,209 (-20.3%)	$734K (-25.5%)	2.7%	$118.33	+57.7%	COM	67066G104
CIEN	CIENA CORP	1,410 (-3.4%)	$547K (+60.3%)	2.0%	$101.84	+166.0%	COM NEW	171779309
MMM	3M CO	4,335 (-15.8%)	$630K (-23.6%)	2.3%	$144.40	+13.5%	COM	88579Y101
TSLA	TESLA INC	643 (-28.0%)	$239K (-40.5%)	0.9%	$346.60	+22.9%	COM	88160R101
MET	METLIFE INC	4,759 (-20.1%)	$337K (-28.4%)	1.2%	$78.93	-1.9%	COM	59156R108
NET	CLOUDFLARE INC	1,044 (-38.0%)	$215K (-35.2%)	0.8%	$162.72	+12.1%	CL A COM	18915M107
GLW	CORNING INC	2,414 (-13.6%)	$328K (+34.2%)	1.2%	$48.55	+130.0%	COM	219350105
CTAS	CINTAS CORP	1,288 (-17.1%)	$218K (-25.4%)	0.8%	$207.65	-6.9%	COM	172908105
PGR	PROGRESSIVE CORP	1,812 (-1.8%)	$359K (-14.5%)	1.3%	$252.86	-18.3%	COM	743315103
TRGP	TARGA RES CORP	1,475 (-13.0%)	$370K (+18.2%)	1.4%	$104.36	+93.3%	COM	87612G101
MU	MICRON TECHNOLOGY INC	1,749 (-7.7%)	$591K (+9.3%)	2.2%	$93.70	+313.1%	COM	595112103
WMB	WILLIAMS COS INC	3,185 (-9.5%)	$232K (+9.6%)	0.8%	$51.72	+28.3%	COM	969457100
TER	TERADYNE INC	859 (-29.7%)	$255K (+7.7%)	0.9%	$171.50	+55.0%	COM	880770102