| Essent Group LTD COM COM(ESNT) | COM | G3198U102 | $898 | 15,560 | 0.0% |
| Mplx LP COM Unit REP L COM(MPLX) | COM | 55336V100 | $899 | 16,800 | 0.0% |
| Vertex Pharmaceuticals Inc COM COM(VRTX) | COM | 92532F100 | $906 | 1,869 | 0.0% |
| SS&C Technologies Hldgs Inc Co COM(SSNC) | COM | 78467J100 | $908 | 10,873 | 0.0% |
| Price T Rowe Group Inc COM(TROW) | COM | 74144T108 | $970 | 10,553 | 0.0% |
| Abbott Labs COM(ABT) | COM | 002824100 | $992 | 7,479 | 0.0% |
| Cigna Corp New COM COM(CI) | COM | 125523100 | $1.1K | 3,390 | 0.0% |
| Nexstar Media Group Inc CL A COM(NXST) | COM | 65336K103 | $1.2K | 6,555 | 0.0% |
| Visa Inc COM CL A COM(V) | COM | 92826C839 | $1.3K | 3,659 | 0.0% |
| Goldman Sachs Group Inc COM(GS) | COM | 38141G104 | $1.3K | 2,359 | 0.0% |
| Sherwin Williams Co COM(SHW) | COM | 824348106 | $1.4K | 3,915 | 0.0% |
| Fortinet Inc COM COM(FTNT) | COM | 34959E109 | $1.4K | 14,649 | 0.0% |
| Unitedhealth Group Inc COM COM(UNH) | COM | 91324P102 | $1.4K | 2,764 | 0.0% |
| Thermo Fisher Scientific COM(TMO) | COM | 883556102 | $1.5K | 2,992 | 0.0% |
| Nvidia Corp COM COM(NVDA) | COM | 67066G104 | $1.5K | 13,890 | 0.0% |
| O Reilly Automotive Inc New Co COM(ORLY) | COM | 67103H107 | $1.8K | 1,272 | 0.0% |
| Digital Rlty TR Inc COM COM(DLR) | COM | 253868103 | $1.8K | 12,880 | 0.0% |
| Tractor Supply Co COM COM(TSCO) | COM | 892356106 | $2.0K | 35,550 | 0.0% |
| CDW Corp COM COM(CDW) | COM | 12514G108 | $2.0K | 12,396 | 0.0% |
| Microsoft COM(MSFT) | COM | 594918104 | $2.1K | 5,504 | 0.0% |
| Oneok Inc New COM(OKE) | COM | 682680103 | $2.1K | 21,533 | 0.0% |
| LAM Research Corp COM New COM(LRCX) | COM | 512807306 | $2.2K | 30,910 | 0.0% |
| United Rentals Inc COM COM(URI) | COM | 911363109 | $3.0K | 4,790 | 0.0% |
| Adobe SYS Inc COM COM(ADBE) | COM | 00724F101 | $350.0K | 912 | 2.4% |
| Carrier Global Corporation COM COM(CARR) | COM | 14448C104 | $383.0K | 6,036 | 2.6% |
| Amazon COM Inc COM COM(AMZN) | COM | 023135106 | $402.0K | 2,115 | 2.7% |
| Alphabet Class A COM(GOOGL) | COM | 02079K305 | $541.0K | 3,500 | 3.7% |
| Cullen Frost Bankers Inc COM COM(CFR) | COM | 229899109 | $623.0K | 4,979 | 4.2% |
| CVR Energy Inc COM COM(CVI) | COM | 12662P108 | $660.0K | 34,000 | 4.5% |
| Alphabet Class C COM(GOOG) | COM | 02079K107 | $772.0K | 4,940 | 5.3% |
| Arista Networks Inc COM SHS COM(ANET) | COM | 040413205 | $1.1M | 14,704 | 7.8% |
| Apple Computer Inc COM(AAPL) | COM | 037833100 | $2.5M | 11,190 | 16.9% |
| Broadcom Inc COM COM(AVGO) | COM | 11135F101 | $3.2M | 18,854 | 21.5% |
| Abbvie Inc COM COM(ABBV) | COM | 00287Y109 | $4.1M | 19,555 | 27.9% |