| Apple Computer Inc COM(AAPL) | COM | 037833100 | $2.9M | 13,770 | 34.1% |
| Abbvie Inc COM COM(ABBV) | COM | 00287Y109 | $1.2M | 7,279 | 14.7% |
| Alphabet Class C COM(GOOG) | COM | 02079K107 | $906.0K | 4,940 | 10.6% |
| Carrier Global Corporation COM COM(CARR) | COM | 14448C104 | $901.0K | 14,286 | 10.6% |
| Cullen Frost Bankers Inc COM COM(CFR) | COM | 229899109 | $882.0K | 8,677 | 10.4% |
| Alphabet Class A COM(GOOGL) | COM | 02079K305 | $638.0K | 3,500 | 7.5% |
| Adobe SYS Inc COM COM(ADBE) | COM | 00724F101 | $562.0K | 1,012 | 6.6% |
| Amazon COM Inc COM COM(AMZN) | COM | 023135106 | $409.0K | 2,115 | 4.8% |
| Broadcom Inc COM COM(AVGO) | COM | 11135F101 | $4.4K | 2,711 | 0.1% |
| LAM Resh Corp COM COM(LRCXEUR) | COM | 512807108 | $4.3K | 3,993 | 0.1% |
| United Rentals Inc COM COM(URI) | COM | 911363109 | $3.7K | 5,647 | 0.0% |
| CDW Corp COM COM(CDW) | COM | 12514G108 | $3.4K | 15,317 | 0.0% |
| Microsoft COM(MSFT) | COM | 594918104 | $2.9K | 6,457 | 0.0% |
| Unitedhealth Group Inc COM COM(UNH) | COM | 91324P102 | $2.0K | 3,996 | 0.0% |
| Tractor Supply Co COM COM(TSCO) | COM | 892356106 | $2.0K | 7,240 | 0.0% |
| Thermo Fisher Scientific COM(TMO) | COM | 883556102 | $1.9K | 3,502 | 0.0% |
| Nvidia Corp COM COM(NVDA) | COM | 67066G104 | $1.7K | 13,690 | 0.0% |
| Goldman Sachs Group Inc COM(GS) | COM | 38141G104 | $1.6K | 3,472 | 0.0% |
| Nexstar Media Group Inc CL A COM(NXST) | COM | 65336K103 | $1.6K | 9,441 | 0.0% |
| Price T Rowe Group Inc COM(TROW) | COM | 74144T108 | $1.5K | 13,120 | 0.0% |
| Thor Inds Inc COM COM(THO) | COM | 885160101 | $1.5K | 15,822 | 0.0% |
| O Reilly Automotive Inc New Co COM(ORLY) | COM | 67103H107 | $1.5K | 1,379 | 0.0% |
| Cigna Corp New COM COM(CI) | COM | 125523100 | $1.2K | 3,690 | 0.0% |
| Sherwin Williams Co COM(SHW) | COM | 824348106 | $1.2K | 4,015 | 0.0% |
| Arista Networks Inc COM COM(ANETEUR) | COM | 040413106 | $1.1K | 3,266 | 0.0% |
| Amgen Inc COM(AMGN) | COM | 031162100 | $1.1K | 3,404 | 0.0% |
| Merck & Company COM(MRK) | COM | 58933Y105 | $1.1K | 8,578 | 0.0% |
| Visa Inc COM CL A COM(V) | COM | 92826C839 | $1.0K | 3,889 | 0.0% |
| Essent Group LTD COM COM(ESNT) | COM | G3198U102 | $937 | 16,680 | 0.0% |
| Super Micro Computer Inc COM COM(SMCIUSD) | COM | 86800U104 | $930 | 1,135 | 0.0% |
| Intercontinental Exchange Inco COM(ICE) | COM | 45866F104 | $902 | 6,588 | 0.0% |
| Abbott Labs COM(ABT) | COM | 002824100 | $860 | 8,279 | 0.0% |
| Fortinet Inc COM COM(FTNT) | COM | 34959E109 | $845 | 14,014 | 0.0% |
| Vertex Pharmaceuticals Inc COM COM(VRTX) | COM | 92532F100 | $841 | 1,794 | 0.0% |
| Dicks Sporting Goods Inc COM COM(DKS) | COM | 253393102 | $839 | 3,903 | 0.0% |
| BlackRock Inc COM COM(BLKCHF) | COM | 09247X101 | $811 | 1,030 | 0.0% |
| Bank OZK Little Rock ARK COM COM(OZK) | COM | 06417N103 | $810 | 19,762 | 0.0% |
| SS&C Technologies Hldgs Inc Co COM(SSNC) | COM | 78467J100 | $744 | 11,873 | 0.0% |
| Facebook Inc CL A COM(META) | COM | 30303M102 | $711 | 1,410 | 0.0% |
| Amdocs LTD ORD COM(DOX) | COM | G02602103 | $701 | 8,880 | 0.0% |
| Watsco Inc COM COM(WSO) | COM | 942622200 | $688 | 1,486 | 0.0% |
| Icon PLC SHS COM(ICLR) | COM | G4705A100 | $687 | 2,191 | 0.0% |
| MSC Indl Direct Inc CL A COM(MSM) | COM | 553530106 | $652 | 8,219 | 0.0% |
| Dropbox Inc CL A COM(DBX) | COM | 26210C104 | $647 | 28,800 | 0.0% |
| Home Depot Inc COM(HD) | COM | 437076102 | $639 | 1,855 | 0.0% |
| L3 Harris Technologies Inc COM COM(LHX) | COM | 502431109 | $629 | 2,800 | 0.0% |
| Five Below Inc COM COM(FIVE) | COM | 33829M101 | $626 | 5,745 | 0.0% |
| Palo Alto Networks Inc COM COM(PANW) | COM | 697435105 | $598 | 1,765 | 0.0% |
| Prologis Inc COM COM(PLD) | COM | 74340W103 | $594 | 5,285 | 0.0% |
| Zoetis Inc CL A COM(ZTS) | COM | 98978V103 | $577 | 3,330 | 0.0% |