| Broadcom Inc COM COM(AVGO) | COM | 11135F101 | $5.0M | 15,098 | 35.4% |
| Arista Networks Inc COM SHS COM(ANET) | COM | 040413205 | $2.1M | 14,679 | 15.2% |
| Apple Computer Inc COM(AAPL) | COM | 037833100 | $1.5M | 5,850 | 10.6% |
| Copart Inc COM COM(CPRT) | COM | 217204106 | $1.4M | 30,595 | 9.8% |
| Alphabet Class C COM(GOOG) | COM | 02079K107 | $1.2M | 4,740 | 8.2% |
| Alphabet Class A COM(GOOGL) | COM | 02079K305 | $851.0K | 3,500 | 6.1% |
| Abbvie Inc COM COM(ABBV) | COM | 00287Y109 | $731.0K | 3,155 | 5.2% |
| Cullen Frost Bankers Inc COM COM(CFR) | COM | 229899109 | $553.0K | 4,362 | 3.9% |
| Amazon COM Inc COM COM(AMZN) | COM | 023135106 | $464.0K | 2,115 | 3.3% |
| Carrier Global Corporation COM COM(CARR) | COM | 14448C104 | $281.0K | 4,706 | 2.0% |
| United Rentals Inc COM COM(URI) | COM | 911363109 | $3.5K | 3,631 | 0.0% |
| LAM Research Corp COM New COM(LRCX) | COM | 512807306 | $3.4K | 25,224 | 0.0% |
| Microsoft COM(MSFT) | COM | 594918104 | $2.1K | 4,116 | 0.0% |
| Nvidia Corp COM COM(NVDA) | COM | 67066G104 | $2.1K | 11,340 | 0.0% |
| Goldman Sachs Group Inc COM(GS) | COM | 38141G104 | $1.7K | 2,180 | 0.0% |
| O Reilly Automotive Inc New Co COM COM(ORLY) | COM | 67103H107 | $1.7K | 16,080 | 0.0% |
| Tractor Supply Co COM COM(TSCO) | COM | 892356106 | $1.4K | 25,170 | 0.0% |
| Fortinet Inc COM COM(FTNT) | COM | 34959E109 | $1.2K | 14,649 | 0.0% |
| Nexstar Media Group Inc CL A COM(NXST) | COM | 65336K103 | $1.1K | 5,653 | 0.0% |
| Sherwin Williams Co COM(SHW) | COM | 824348106 | $1.0K | 3,015 | 0.0% |
| Visa Inc COM CL A COM(V) | COM | 92826C839 | $1.0K | 3,009 | 0.0% |
| Cigna Corp New COM COM(CI) | COM | 125523100 | $995 | 3,451 | 0.0% |
| Meta COM(META) | COM | 30303M102 | $984 | 1,340 | 0.0% |
| Pinterest Inc CL A COM(PINS) | COM | 72352L106 | $884 | 27,492 | 0.0% |
| Thor Inds Inc COM COM(THO) | COM | 885160101 | $820 | 7,909 | 0.0% |
| Palo Alto Networks Inc COM COM(PANW) | COM | 697435105 | $810 | 3,980 | 0.0% |
| Thermo Fisher Scientific COM(TMO) | COM | 883556102 | $777 | 1,602 | 0.0% |
| Price T Rowe Group Inc COM(TROW) | COM | 74144T108 | $732 | 7,128 | 0.0% |
| Essent Group LTD COM COM(ESNT) | COM | G3198U102 | $703 | 11,060 | 0.0% |
| SS&C Technologies Hldgs Inc Co COM(SSNC) | COM | 78467J100 | $663 | 7,473 | 0.0% |
| Ulta Salon Cosmetcs & Frag ICO COM(ULTA) | COM | 90384S303 | $659 | 1,205 | 0.0% |
| Five Below Inc COM COM(FIVE) | COM | 33829M101 | $593 | 3,830 | 0.0% |
| Abbott Labs COM(ABT) | COM | 002824100 | $573 | 4,279 | 0.0% |
| Bank OZK Little Rock ARK COM COM(OZK) | COM | 06417N103 | $533 | 10,459 | 0.0% |
| Vertex Pharmaceuticals Inc COM COM(VRTX) | COM | 92532F100 | $532 | 1,359 | 0.0% |
| Amgen Inc COM(AMGN) | COM | 031162100 | $439 | 1,555 | 0.0% |
| L3 Harris Technologies Inc COM COM(LHX) | COM | 502431109 | $428 | 1,400 | 0.0% |
| Merck & Company COM(MRK) | COM | 58933Y105 | $416 | 4,960 | 0.0% |
| Unitedhealth Group Inc COM COM(UNH) | COM | 91324P102 | $404 | 1,170 | 0.0% |
| Intercontinental Exchange Inc COM(ICE) | COM | 45866F104 | $385 | 2,283 | 0.0% |
| BlackRock Inc COM COM(BLK) | COM | 09290D101 | $375 | 322 | 0.0% |
| Dicks Sporting Goods Inc COM COM(DKS) | COM | 253393102 | $372 | 1,673 | 0.0% |
| Morgan Stanley COM(MS) | COM | 617446448 | $350 | 2,200 | 0.0% |
| T-Mobile US Inc COM COM(TMUS) | COM | 872590104 | $321 | 1,339 | 0.0% |
| Kroger Co COM COM(KR) | COM | 501044101 | $296 | 4,388 | 0.0% |
| Amdocs LTD ORD COM(DOX) | COM | G02602103 | $288 | 3,512 | 0.0% |
| Zoetis Inc CL A COM(ZTS) | COM | 98978V103 | $280 | 1,915 | 0.0% |
| Watsco Inc COM COM(WSO) | COM | 942622200 | $277 | 686 | 0.0% |
| Owens Corning New COM COM(OC) | COM | 690742101 | $273 | 1,932 | 0.0% |
| Allegion PLC ORD SHS COM(ALLE) | COM | G0176J109 | $270 | 1,523 | 0.0% |