| Broadcom Inc COM(AVGO) | COM | 11135F101 | $5.5M | 14,459 | 29.0% |
| Arista Networks Inc COM SHS(ANET) | COM | 040413205 | $2.7M | 15,980 | 14.4% |
| Apple Inc COM(AAPL) | COM | 037833100 | $1.7M | 5,830 | 8.9% |
| Alphabet Inc Cap STK CL C(GOOG) | COM | 02079K107 | $1.7M | 4,740 | 8.9% |
| Alphabet Inc Cap STK CL A(GOOGL) | COM | 02079K305 | $1.2M | 3,445 | 6.5% |
| The Cigna Group COM(CI) | COM | 125523100 | $1.1M | 3,820 | 5.6% |
| Abbvie Inc COM(ABBV) | COM | 00287Y109 | $794.0K | 3,155 | 4.2% |
| Cullen Frost Bankers Inc COM(CFR) | COM | 229899109 | $663.0K | 4,288 | 3.5% |
| Amgen Inc COM(AMGN) | COM | 031162100 | $559.0K | 1,545 | 3.0% |
| Amazon COM Inc COM(AMZN) | COM | 023135106 | $513.0K | 2,151 | 2.7% |
| Abbott Laboratories COM(ABT) | COM | 002824100 | $393.0K | 4,329 | 2.1% |
| Copart Inc COM(CPRT) | COM | 217204106 | $377.0K | 13,360 | 2.0% |
| Carrier Global Corporation COM(CARR) | COM | 14448C104 | $338.0K | 4,602 | 1.8% |
| BlackRock Inc COM(BLK) | COM | 09290D101 | $302.0K | 314 | 1.6% |
| Applied Matls Inc COM(AMAT) | COM | 038222105 | $289.0K | 400 | 1.5% |
| Celestica Inc COM(CLS) | COM | 15101Q207 | $241.0K | 660 | 1.3% |
| Allstate Corp COM(ALL) | COM | 020002101 | $173.0K | 725 | 0.9% |
| CDW Corp COM(CDW) | COM | 12514G108 | $133.0K | 949 | 0.7% |
| Archer Daniels Midland Co COM(ADM) | COM | 039483102 | $80.0K | 1,049 | 0.4% |
| Cognizant Technology Solutions CL A(CTSH) | COM | 192446102 | $77.0K | 2,000 | 0.4% |
| Caretrust REIT Inc COM(CTRE) | COM | 14174T107 | $48.0K | 1,200 | 0.3% |
| Align Technology Inc COM(ALGN) | COM | 016255101 | $17.0K | 100 | 0.1% |
| LAM Research Corp COM New(LRCX) | COM | 512807306 | $9.7K | 22,294 | 0.1% |
| United Rentals Inc COM(URI) | COM | 911363109 | $4.1K | 3,621 | 0.0% |
| Fortinet Inc COM(FTNT) | COM | 34959E109 | $2.3K | 14,995 | 0.0% |
| Nvidia Corporation COM(NVDA) | COM | 67066G104 | $2.3K | 11,340 | 0.0% |
| Goldman Sachs Group Inc COM(GS) | COM | 38141G104 | $2.1K | 2,088 | 0.0% |
| Microsoft Corp COM(MSFT) | COM | 594918104 | $1.5K | 4,127 | 0.0% |
| Oreilly Automotive Inc COM(ORLY) | COM | 67103H107 | $1.5K | 16,020 | 0.0% |
| Palo Alto Networks Inc COM(PANW) | COM | 697435105 | $1.2K | 3,490 | 0.0% |
| Visa Inc COM CL A(V) | COM | 92826C839 | $1.2K | 3,409 | 0.0% |
| Sherwin Williams Co COM(SHW) | COM | 824348106 | $1.0K | 3,015 | 0.0% |
| Nexstar Media Group Inc Common Stock(NXST) | COM | 65336K103 | $1.0K | 5,650 | 0.0% |
| Price T Rowe Group Inc COM(TROW) | COM | 74144T108 | $885 | 7,782 | 0.0% |
| Thermo Fisher Scientific Inc COM(TMO) | COM | 883556102 | $803 | 1,602 | 0.0% |
| Meta Platforms Inc CL A(META) | COM | 30303M102 | $755 | 1,340 | 0.0% |
| Five Below Inc COM(FIVE) | COM | 33829M101 | $736 | 4,095 | 0.0% |
| Vertex Pharmaceuticals Inc COM(VRTX) | COM | 92532F100 | $730 | 1,470 | 0.0% |
| Essent Group LTD COM(ESNT) | COM | G3198U102 | $712 | 11,080 | 0.0% |
| Tractor Supply Co COM(TSCO) | COM | 892356106 | $568 | 17,970 | 0.0% |
| Ulta Beauty Inc COM(ULTA) | COM | 90384S303 | $543 | 1,205 | 0.0% |
| Thor Inds Inc COM(THO) | COM | 885160101 | $542 | 7,205 | 0.0% |
| Bank OZK Little Rock ARK COM(OZK) | COM | 06417N103 | $531 | 10,189 | 0.0% |
| Edwards Lifesciences Corp COM(EW) | COM | 28176E108 | $501 | 5,538 | 0.0% |
| SS&C Tech Hldgs COM(SSNC) | COM | 78467J100 | $464 | 7,473 | 0.0% |
| TD Synnex Corporation COM(SNX) | COM | 87162W100 | $457 | 1,708 | 0.0% |
| Unitedhealth Group Inc COM(UNH) | COM | 91324P102 | $436 | 1,050 | 0.0% |
| Merck & Co Inc COM(MRK) | COM | 58933Y105 | $436 | 3,396 | 0.0% |
| Iron MTN Inc del COM(IRM) | COM | 46284V101 | $415 | 3,284 | 0.0% |
| L3harris Technologies Inc COM(LHX) | COM | 502431109 | $407 | 1,400 | 0.0% |