| Armstrong World Industries(AWI) | COM | 04247X102 | $1.6M | 22,185 | 0.3% |
| Union Pacific Corporation(UNP) | COM | 907818108 | $1.6M | 7,865 | 0.3% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $1.6M | 12,470 | 0.3% |
| Spirit Aerosystems Holdings Inc.(S9Q) | COM | 848574109 | $1.6M | 47,595 | 0.3% |
| Shockwave Medical, Inc.(SWAVUSD) | COM | 82489T104 | $1.6M | 7,605 | 0.3% |
| iShares MBS ETF(MBB) | ETF | 464288588 | $1.7M | 17,518 | 0.3% |
| Cannae Holdings Incorporated(CNNE) | COM | 13765N107 | $1.7M | 83,146 | 0.3% |
| Autozone(AZO) | COM | 053332102 | $1.7M | 690 | 0.3% |
| Berkshire Hathaway Inc Del Cl B New(BRK/B) | COM | 084670702 | $1.7M | 5,501 | 0.3% |
| Bank Of America(BAC) | COM | 060505104 | $1.7M | 59,692 | 0.3% |
| Perion Network Ltd(PERI) | COM | M78673114 | $1.7M | 43,449 | 0.3% |
| IShares Intermediate-Term Corporate Bond ETF(IGIB) | ETF | 464288638 | $1.7M | 33,566 | 0.3% |
| O-I Glass Inc(OI) | COM | 67098H104 | $1.7M | 76,454 | 0.3% |
| Cass Information Systems Inc.(CASS) | COM | 14808P109 | $1.7M | 40,164 | 0.3% |
| First Merchants Corporation(FRME) | COM | 320817109 | $1.7M | 53,060 | 0.3% |
| Spdr S&P Regional Banking ETF(KRE) | ETF | 78464A698 | $1.8M | 41,000 | 0.3% |
| Vanguard Short-Term Treasury ETF(VGSH) | ETF | 92206C102 | $1.8M | 31,567 | 0.3% |
| Portillo`s Incorporated Class A(PTLO) | COM | 73642K106 | $1.8M | 86,533 | 0.3% |
| Alphabet Inc(GOOGL) | COM | 02079K305 | $1.9M | 18,398 | 0.3% |
| MDC Holdings(MDC1USD) | COM | 552676108 | $2.0M | 50,599 | 0.3% |
| CDW Corporation(CDW) | COM | 12514G108 | $2.0M | 10,465 | 0.3% |
| Ares Management Corporation(ARES) | COM | 03990B101 | $2.0M | 24,492 | 0.3% |
| BWX Technologies, Inc.(BWXT) | COM | 05605H100 | $2.1M | 34,008 | 0.4% |
| Steel Dynamics Incorporated(STLD) | COM | 858119100 | $2.2M | 19,175 | 0.4% |
| Webster Financial Corporation(WBS) | COM | 947890109 | $2.2M | 56,207 | 0.4% |
| SouthState Corporation(SSBUSD) | COM | 840441109 | $2.2M | 31,117 | 0.4% |
| Athena Technology Acquisition CL A(ATEK) | COM | 04687C105 | $2.2M | 216,690 | 0.4% |
| Papa Johns Intl Inc.(PZZA) | COM | 698813102 | $2.2M | 29,750 | 0.4% |
| On Holding AG Class A(ONON) | COM | H5919C104 | $2.2M | 72,172 | 0.4% |
| Vanguard Intermediate-Term Corporate Bond ETF(VCIT) | ETF | 92206C870 | $2.2M | 27,933 | 0.4% |
| Skyline Champion Corp.(SKY) | COM | 830830105 | $2.3M | 30,038 | 0.4% |
| Interpublic Group(IPG) | COM | 460690100 | $2.4M | 63,448 | 0.4% |
| Broadcom Incorporated(AVGO) | COM | 11135F101 | $2.4M | 3,759 | 0.4% |
| Workiva, Inc. Class A(WK) | COM | 98139A105 | $2.4M | 23,731 | 0.4% |
| Thryv Holdings, Inc.(THRY) | COM | 886029206 | $2.5M | 106,264 | 0.4% |
| Vanguard S/T Corp Bond ETF(VCSH) | ETF | 92206C409 | $2.5M | 33,249 | 0.4% |
| Boot Barn Holdings Incorporated(BOOT) | COM | 099406100 | $2.6M | 33,404 | 0.4% |
| Addus Homecare Corporation(ADUS) | COM | 006739106 | $2.6M | 24,741 | 0.4% |
| Kura Sushi USA Inc Class A(KRUS) | COM | 501270102 | $2.7M | 40,253 | 0.4% |
| ATI Incorporated(ATI) | COM | 01741R102 | $2.7M | 67,566 | 0.4% |
| NetApp Incorporated(NTAP) | COM | 64110D104 | $2.7M | 41,939 | 0.4% |
| Tecnoglass Inc.(TGLS) | COM | G87264100 | $2.7M | 64,873 | 0.4% |
| Brunswick Corporation(BC) | COM | 117043109 | $2.8M | 33,559 | 0.5% |
| Fluor Corporation(FLR) | COM | 343412102 | $2.8M | 89,091 | 0.5% |
| Napco Security Technologies(NSSC) | COM | 630402105 | $2.8M | 73,371 | 0.5% |
| Nicolet Bankshares Inc.(NIC) | COM | 65406E102 | $3.0M | 47,319 | 0.5% |
| TransMedics Group, Inc.(TMDX) | COM | 89377M109 | $3.0M | 39,749 | 0.5% |
| Donnelley Financial Solutions, Inc.(DFIN) | COM | 25787G100 | $3.1M | 75,628 | 0.5% |
| First Interstate Bancsys(FIBK) | COM | 32055Y201 | $3.1M | 103,493 | 0.5% |
| Lockheed Martin(LMT) | COM | 539830109 | $3.1M | 6,545 | 0.5% |