| Broadcom Inc COM(AVGO) | COM | 11135F101 | $4.6M | 14,834 | 29.4% |
| Arista Networks Inc COM SHS(ANET) | COM | 040413205 | $1.8M | 14,629 | 11.5% |
| Apple Inc COM(AAPL) | COM | 037833100 | $1.5M | 5,830 | 9.5% |
| Alphabet Inc Cap STK CL C(GOOG) | COM | 02079K107 | $1.4M | 4,740 | 8.7% |
| The Cigna Group COM(CI) | COM | 125523100 | $1.0M | 3,852 | 6.6% |
| Alphabet Inc Cap STK CL A(GOOGL) | COM | 02079K305 | $1.0M | 3,500 | 6.4% |
| Abbvie Inc COM(ABBV) | COM | 00287Y109 | $686.0K | 3,155 | 4.4% |
| Cullen Frost Bankers Inc COM(CFR) | COM | 229899109 | $599.0K | 4,370 | 3.8% |
| Amgen Inc COM(AMGN) | COM | 031162100 | $553.0K | 1,573 | 3.5% |
| Amazon COM Inc COM(AMZN) | COM | 023135106 | $448.0K | 2,151 | 2.9% |
| Copart Inc COM(CPRT) | COM | 217204106 | $444.0K | 13,360 | 2.8% |
| BlackRock Inc COM(BLK) | COM | 09290D101 | $311.0K | 323 | 2.0% |
| Carrier Global Corporation COM(CARR) | COM | 14448C104 | $266.0K | 4,722 | 1.7% |
| Celestica Inc COM(CLS) | COM | 15101Q207 | $186.0K | 660 | 1.2% |
| Allstate Corp COM(ALL) | COM | 020002101 | $161.0K | 776 | 1.0% |
| CDW Corp COM(CDW) | COM | 12514G108 | $150.0K | 1,238 | 1.0% |
| Applied Matls Inc COM(AMAT) | COM | 038222105 | $137.0K | 400 | 0.9% |
| Cognizant Technology Solutions CL A(CTSH) | COM | 192446102 | $123.0K | 2,000 | 0.8% |
| Adobe Inc COM(ADBE) | COM | 00724F101 | $100.0K | 412 | 0.6% |
| Align Technology Inc COM(ALGN) | COM | 016255101 | $86.0K | 500 | 0.6% |
| Archer Daniels Midland Co COM(ADM) | COM | 039483102 | $82.0K | 1,133 | 0.5% |
| LAM Research Corp COM New(LRCX) | COM | 512807306 | $5.1K | 24,083 | 0.0% |
| United Rentals Inc COM(URI) | COM | 911363109 | $2.6K | 3,632 | 0.0% |
| Nvidia Corporation COM(NVDA) | COM | 67066G104 | $2.0K | 11,340 | 0.0% |
| Goldman Sachs Group Inc COM(GS) | COM | 38141G104 | $1.8K | 2,107 | 0.0% |
| Microsoft Corp COM(MSFT) | COM | 594918104 | $1.5K | 4,127 | 0.0% |
| Oreilly Automotive Inc COM(ORLY) | COM | 67103H107 | $1.5K | 16,080 | 0.0% |
| Fortinet Inc COM(FTNT) | COM | 34959E109 | $1.2K | 14,995 | 0.0% |
| Tractor Supply Co COM(TSCO) | COM | 892356106 | $1.2K | 25,770 | 0.0% |
| Nexstar Media Group Inc Common Stock(NXST) | COM | 65336K103 | $1.0K | 5,702 | 0.0% |
| Visa Inc COM CL A(V) | COM | 92826C839 | $1.0K | 3,409 | 0.0% |
| Sherwin Williams Co COM(SHW) | COM | 824348106 | $966 | 3,015 | 0.0% |
| Five Below Inc COM(FIVE) | COM | 33829M101 | $936 | 4,095 | 0.0% |
| Thermo Fisher Scientific Inc COM(TMO) | COM | 883556102 | $787 | 1,602 | 0.0% |
| Meta Platforms Inc CL A(META) | COM | 30303M102 | $767 | 1,340 | 0.0% |
| Price T Rowe Group Inc COM(TROW) | COM | 74144T108 | $707 | 7,838 | 0.0% |
| Essent Group LTD COM(ESNT) | COM | G3198U102 | $699 | 11,960 | 0.0% |
| Vertex Pharmaceuticals Inc COM(VRTX) | COM | 92532F100 | $656 | 1,470 | 0.0% |
| Palo Alto Networks Inc COM(PANW) | COM | 697435105 | $640 | 3,990 | 0.0% |
| Thor Inds Inc COM(THO) | COM | 885160101 | $633 | 7,923 | 0.0% |
| Ulta Beauty Inc COM(ULTA) | COM | 90384S303 | $630 | 1,205 | 0.0% |
| SS&C Tech Hldgs COM(SSNC) | COM | 78467J100 | $505 | 7,473 | 0.0% |
| L3harris Technologies Inc COM(LHX) | COM | 502431109 | $483 | 1,400 | 0.0% |
| Bank OZK Little Rock ARK COM(OZK) | COM | 06417N103 | $481 | 10,483 | 0.0% |
| Abbott Laboratories COM(ABT) | COM | 002824100 | $444 | 4,329 | 0.0% |
| Merck & Co Inc COM(MRK) | COM | 58933Y105 | $418 | 3,472 | 0.0% |
| Intercontinental Exchange Inc COM(ICE) | COM | 45866F104 | $360 | 2,291 | 0.0% |
| Dicks Sporting Goods Inc COM(DKS) | COM | 253393102 | $336 | 1,694 | 0.0% |
| Zoetis Inc CL A(ZTS) | COM | 98978V103 | $321 | 2,715 | 0.0% |
| Kroger Co COM(KR) | COM | 501044101 | $319 | 4,410 | 0.0% |