| Broadcom Inc COM(AVGO) | COM | 11135F101 | $5.2M | 14,984 | 36.2% |
| Arista Networks Inc COM SHS(ANET) | COM | 040413205 | $1.9M | 14,629 | 13.4% |
| Apple Inc COM(AAPL) | COM | 037833100 | $1.6M | 5,850 | 11.1% |
| Alphabet Inc Cap STK CL C(GOOG) | COM | 02079K107 | $1.5M | 4,740 | 10.4% |
| Alphabet Inc Cap STK CL A(GOOGL) | COM | 02079K305 | $1.1M | 3,500 | 7.7% |
| Abbvie Inc COM(ABBV) | COM | 00287Y109 | $721.0K | 3,155 | 5.0% |
| Cullen Frost Bankers Inc COM(CFR) | COM | 229899109 | $553.0K | 4,370 | 3.9% |
| Amazon COM Inc COM(AMZN) | COM | 023135106 | $491.0K | 2,127 | 3.4% |
| Copart Inc COM(CPRT) | COM | 217204106 | $410.0K | 10,480 | 2.9% |
| Carrier Global Corporation COM(CARR) | COM | 14448C104 | $250.0K | 4,722 | 1.7% |
| Celestica Inc COM(CLS) | COM | 15101Q207 | $195.0K | 660 | 1.4% |
| Adobe Inc COM(ADBE) | COM | 00724F101 | $144.0K | 412 | 1.0% |
| Applied Matls Inc COM(AMAT) | COM | 038222105 | $103.0K | 400 | 0.7% |
| Align Technology Inc COM(ALGN) | COM | 016255101 | $78.0K | 500 | 0.5% |
| Boston Scientific Corp COM(BSX) | COM | 101137107 | $48.0K | 500 | 0.3% |
| Axcelis Technologies Inc COM New(ACLS) | COM | 054540208 | $5.0K | 62 | 0.0% |
| LAM Research Corp COM New(LRCX) | COM | 512807306 | $4.3K | 25,170 | 0.0% |
| United Rentals Inc COM(URI) | COM | 911363109 | $2.9K | 3,627 | 0.0% |
| Nvidia Corporation COM(NVDA) | COM | 67066G104 | $2.1K | 11,320 | 0.0% |
| Microsoft Corp COM(MSFT) | COM | 594918104 | $2.0K | 4,116 | 0.0% |
| Goldman Sachs Group Inc COM(GS) | COM | 38141G104 | $1.9K | 2,182 | 0.0% |
| Oreilly Automotive Inc COM(ORLY) | COM | 67103H107 | $1.5K | 16,080 | 0.0% |
| Tractor Supply Co COM(TSCO) | COM | 892356106 | $1.3K | 25,170 | 0.0% |
| Visa Inc COM CL A(V) | COM | 92826C839 | $1.2K | 3,398 | 0.0% |
| Fortinet Inc COM(FTNT) | COM | 34959E109 | $1.2K | 14,649 | 0.0% |
| Nexstar Media Group Inc Common Stock(NXST) | COM | 65336K103 | $1.1K | 5,660 | 0.0% |
| Sherwin Williams Co COM(SHW) | COM | 824348106 | $977 | 3,015 | 0.0% |
| Thermo Fisher Scientific Inc COM(TMO) | COM | 883556102 | $928 | 1,602 | 0.0% |
| Meta Platforms Inc CL A(META) | COM | 30303M102 | $885 | 1,340 | 0.0% |
| The Cigna Group COM(CI) | COM | 125523100 | $841 | 3,055 | 0.0% |
| Thor Inds Inc COM(THO) | COM | 885160101 | $813 | 7,923 | 0.0% |
| Five Below Inc COM(FIVE) | COM | 33829M101 | $765 | 4,062 | 0.0% |
| Palo Alto Networks Inc COM(PANW) | COM | 697435105 | $733 | 3,980 | 0.0% |
| Ulta Beauty Inc COM(ULTA) | COM | 90384S303 | $729 | 1,205 | 0.0% |
| Essent Group LTD COM(ESNT) | COM | G3198U102 | $719 | 11,060 | 0.0% |
| Price T Rowe Group Inc COM(TROW) | COM | 74144T108 | $669 | 6,538 | 0.0% |
| SS&C Technologies Hldgs Inc COM(SSNC) | COM | 78467J100 | $653 | 7,473 | 0.0% |
| Vertex Pharmaceuticals Inc COM(VRTX) | COM | 92532F100 | $616 | 1,359 | 0.0% |
| Abbott Labs COM(ABT) | COM | 002824100 | $536 | 4,279 | 0.0% |
| Amgen Inc COM(AMGN) | COM | 031162100 | $511 | 1,560 | 0.0% |
| Bank OZK Little Rock ARK COM(OZK) | COM | 06417N103 | $482 | 10,483 | 0.0% |
| L3harris Technologies Inc COM(LHX) | COM | 502431109 | $411 | 1,400 | 0.0% |
| Morgan Stanley COM New(MS) | COM | 617446448 | $391 | 2,200 | 0.0% |
| Intercontinental Exchange Inc COM(ICE) | COM | 45866F104 | $371 | 2,291 | 0.0% |
| Merck & Co Inc COM(MRK) | COM | 58933Y105 | $365 | 3,472 | 0.0% |
| Unitedhealth Group Inc COM(UNH) | COM | 91324P102 | $347 | 1,050 | 0.0% |
| BlackRock Inc COM(BLK) | COM | 09290D101 | $346 | 323 | 0.0% |
| Dicks Sporting Goods Inc COM(DKS) | COM | 253393102 | $331 | 1,673 | 0.0% |
| Mckesson Corp COM(MCK) | COM | 58155Q103 | $285 | 348 | 0.0% |
| Amdocs LTD SHS(DOX) | COM | G02602103 | $284 | 3,525 | 0.0% |