| DR Horton Inc (DHI US)(DHI) | COM | 23331A109 | $14.9M | 437,453 | 39.6% |
| Alibaba Group Holding Ltd (Baba US)(BABA) | GDR | 01609W102 | $11.6M | 59,746 | 30.9% |
| Adobe Inc (Adbe US)(ADBE) | COM | 00724F101 | $9.3M | 29,077 | 24.6% |
| Cisco Systems Inc (Csco US)(CSCO) | COM | 17275R102 | $531.0K | 13,503 | 1.4% |
| Microsoft Corp (Msft US)(MSFT) | COM | 594918104 | $96.5K | 612,112 | 0.3% |
| Apple Inc (Aapl US)(AAPL) | COM | 037833100 | $70.1K | 275,769 | 0.2% |
| Amazon.com Inc (Amzn US)(AMZN) | COM | 023135106 | $56.4K | 28,904 | 0.2% |
| Danaher Corp (DHR US)(DHR) | COM | 235851102 | $43.6K | 314,740 | 0.1% |
| Facebook Inc (FB US)(META) | COM | 30303M102 | $42.8K | 256,749 | 0.1% |
| Alphabet Inc (Googl US)(GOOGL) | COM | 02079K305 | $39.5K | 34,017 | 0.1% |
| Elanco Animal Health Inc (Elan US)(ELAN) | COM | 28414H103 | $38.5K | 1,721,110 | 0.1% |
| Nomad Foods Ltd (Nomd US)(NOMD) | COM | G6564A105 | $33.0K | 1,777,102 | 0.1% |
| Merck & Co Inc (MRK US)(MRK) | COM | 58933Y105 | $32.9K | 427,474 | 0.1% |
| Walt Disney Co (DIS US)(DIS) | COM | 254687106 | $31.0K | 320,909 | 0.1% |
| Thermo Fisher Scientific Inc (TMO US)(TMO) | COM | 883556102 | $28.7K | 101,068 | 0.1% |
| Home Depot Inc (HD US)(HD) | COM | 437076102 | $26.8K | 143,650 | 0.1% |
| Dominion Energy Inc (D US)(D) | COM | 25746U109 | $26.6K | 368,224 | 0.1% |
| Mohawk Industries Inc (MHK US)(MHK) | COM | 608190104 | $26.2K | 343,335 | 0.1% |
| Mastercard Inc (MA US)(MA) | COM | 57636Q104 | $26.0K | 107,619 | 0.1% |
| Pinterest Inc (Pins US)(PINS) | COM | 72352L106 | $25.2K | 1,635,320 | 0.1% |
| Procter & Gamble Co (PG US)(PG) | COM | 742718109 | $25.1K | 228,075 | 0.1% |
| Netflix Inc (Nflx US)(NFLX) | COM | 64110L106 | $25.1K | 66,726 | 0.1% |
| Honeywell International Inc (HON US)(HON) | COM | 438516106 | $23.8K | 178,108 | 0.1% |
| Deere & Co (de US)(DE) | COM | 244199105 | $23.5K | 169,948 | 0.1% |
| JPMorgan Chase & Co (JPM US)(JPM) | COM | 46625H100 | $23.4K | 259,451 | 0.1% |
| Pinnacle West Capital Corp (PNW US)(PNW) | COM | 723484101 | $22.8K | 301,004 | 0.1% |
| US Bancorp (USB US)(USB) | COM | 902973304 | $22.8K | 661,495 | 0.1% |
| PepsiCo Inc (PEP US)(PEP) | COM | 713448108 | $22.6K | 188,416 | 0.1% |
| Mondelez International Inc (Mdlz US)(MDLZ) | COM | 609207105 | $22.4K | 447,761 | 0.1% |
| Rockwell Automation Inc (ROK US)(ROK) | COM | 773903109 | $21.3K | 141,447 | 0.1% |
| Splunk Inc (Splk US)(SPLKCHF) | COM | 848637104 | $21.0K | 166,371 | 0.1% |
| ServiceNow Inc (NOW US)(NOW) | COM | 81762P102 | $20.7K | 72,306 | 0.1% |
| Alphabet Inc (Goog US)(GOOG) | COM | 02079K107 | $20.4K | 17,532 | 0.1% |
| Marsh & McLennan Cos Inc (MMC US)(MRSH) | COM | 571748102 | $19.8K | 228,875 | 0.1% |
| Quest Diagnostics Inc (DGX US)(DGX) | COM | 74834L100 | $19.7K | 244,712 | 0.1% |
| Charles Schwab Corp (Schw US)(SCHW) | COM | 808513105 | $19.2K | 572,109 | 0.1% |
| Nvidia Corp (Nvda US)(NVDA) | COM | 67066G104 | $18.6K | 70,727 | 0.0% |
| CVS Health Corp (CVS US)(CVS) | COM | 126650100 | $18.4K | 309,987 | 0.0% |
| Citigroup Inc (C US)(C) | COM | 172967424 | $18.3K | 434,426 | 0.0% |
| Spdr S&P 500 ETF Trust(SPY) | COM | 78462F103 | $17.9K | 68,505 | 0.0% |
| Digital Realty Trust Inc (DLR US)(DLR) | COM | 253868103 | $17.8K | 128,317 | 0.0% |
| Kansas City Southern (KSU US) | COM | 485170302 | $17.7K | 139,118 | 0.0% |
| Visa Inc (V US)(V) | COM | 92826C839 | $17.1K | 105,918 | 0.0% |
| Nike Inc (NKE US)(NKE) | COM | 654106103 | $16.2K | 195,546 | 0.0% |
| Cigna Corp (CI US)(CI) | COM | 125523100 | $15.5K | 87,312 | 0.0% |
| Chevron Corp (CVX US)(CVX) | COM | 166764100 | $13.7K | 188,987 | 0.0% |
| PayPal Holdings Inc (Pypl US)(PYPL) | COM | 70450Y103 | $13.4K | 139,571 | 0.0% |
| Berkshire Hathaway Inc (BRK/B US)(BRK/B) | COM | 084670702 | $12.7K | 69,683 | 0.0% |
| Micron Technology Inc (MU US)(MU) | COM | 595112103 | $10.5K | 249,078 | 0.0% |
| Community Healthcare Trust Inc (Chct US)(CHCT) | COM | 20369C106 | $9.7K | 253,485 | 0.0% |