| Broadcom Inc COM(AVGO) | COM | 11135F101 | $4.8M | 13,731 | 17.6% |
| Arista Networks Inc COM SHS(ANET) | COM | 040413205 | $3.1M | 14,980 | 11.1% |
| Fortinet Inc COM(FTNT) | COM | 34959E109 | $2.6M | 14,685 | 9.6% |
| Apple Inc COM(AAPL) | COM | 037833100 | $1.9M | 5,830 | 7.1% |
| Goldman Sachs Group Inc COM(GS) | COM | 38141G104 | $1.8M | 2,052 | 6.7% |
| Alphabet Inc Cap STK CL C(GOOG) | COM | 02079K107 | $1.6M | 4,670 | 5.8% |
| Alphabet Inc Cap STK CL A(GOOGL) | COM | 02079K305 | $1.2M | 3,355 | 4.2% |
| The Cigna Group COM(CI) | COM | 125523100 | $1.1M | 4,030 | 4.0% |
| Meta Platforms Inc CL A(META) | COM | 30303M102 | $928.0K | 1,280 | 3.4% |
| Five Below Inc COM(FIVE) | COM | 33829M101 | $904.0K | 4,115 | 3.3% |
| Abbvie Inc COM(ABBV) | COM | 00287Y109 | $825.0K | 3,155 | 3.0% |
| Cullen Frost Bankers Inc COM(CFR) | COM | 229899109 | $761.0K | 4,984 | 2.8% |
| Amgen Inc COM(AMGN) | COM | 031162100 | $636.0K | 1,510 | 2.3% |
| Amazon COM Inc COM(AMZN) | COM | 023135106 | $546.0K | 2,191 | 2.0% |
| Bank OZK Little Rock ARK COM(OZK) | COM | 06417N103 | $487.0K | 10,607 | 1.8% |
| Edwards Lifesciences Corp COM(EW) | COM | 28176E108 | $461.0K | 5,338 | 1.7% |
| Abbott Laboratories COM(ABT) | COM | 002824100 | $428.0K | 4,329 | 1.6% |
| Copart Inc COM(CPRT) | COM | 217204106 | $356.0K | 13,060 | 1.3% |
| BlackRock Inc COM(BLK) | COM | 09290D101 | $315.0K | 298 | 1.1% |
| WW Grainger Inc COM(GWW) | COM | 384802104 | $259.0K | 208 | 0.9% |
| Celestica Inc COM(CLS) | COM | 15101Q207 | $257.0K | 710 | 0.9% |
| Carrier Global Corporation COM(CARR) | COM | 14448C104 | $241.0K | 4,389 | 0.9% |
| Ebay Inc. COM(EBAY) | COM | 278642103 | $239.0K | 2,258 | 0.9% |
| Dicks Sporting Goods Inc COM(DKS) | COM | 253393102 | $227.0K | 1,694 | 0.8% |
| Applied Matls Inc COM(AMAT) | COM | 038222105 | $205.0K | 400 | 0.7% |
| Dropbox Inc CL A(DBX) | COM | 26210C104 | $176.0K | 5,200 | 0.6% |
| Home Depot Inc COM(HD) | COM | 437076102 | $172.0K | 604 | 0.6% |
| Allstate Corp COM(ALL) | COM | 020002101 | $146.0K | 660 | 0.5% |
| Ecolab Inc COM(ECL) | COM | 278865100 | $137.0K | 500 | 0.5% |
| Cognizant Technology Solutions CL A(CTSH) | COM | 192446102 | $115.0K | 2,000 | 0.4% |
| CDW Corp COM(CDW) | COM | 12514G108 | $111.0K | 867 | 0.4% |
| Illinois Tool WKS Inc COM(ITW) | COM | 452308109 | $82.0K | 320 | 0.3% |
| Archer Daniels Midland Co COM(ADM) | COM | 039483102 | $75.0K | 943 | 0.3% |
| Oneok Inc New COM(OKE) | COM | 30609A109 | $55.0K | 644 | 0.2% |
| Enterprise Prods Partners L P COM(EPD) | COM | 293792107 | $50.0K | 1,400 | 0.2% |
| Caretrust REIT Inc COM(CTRE) | COM | 14174T107 | $44.0K | 1,200 | 0.2% |
| Adobe Inc COM(ADBE) | COM | 00724F101 | $24.0K | 100 | 0.1% |
| Boston Scientific Corp COM(BSX) | COM | 101137107 | $22.0K | 500 | 0.1% |
| LAM Research Corp COM New(LRCX) | COM | 512807306 | $6.8K | 20,673 | 0.0% |
| Dollar GEN Corp COM(DG) | COM | 256677105 | $6.0K | 50 | 0.0% |
| United Rentals Inc COM(URI) | COM | 911363109 | $3.6K | 3,605 | 0.0% |
| Nvidia Corporation COM(NVDA) | COM | 67066G104 | $2.6K | 11,195 | 0.0% |
| Microsoft Corp COM(MSFT) | COM | 594918104 | $2.1K | 4,137 | 0.0% |
| Palo Alto Networks Inc COM(PANW) | COM | 697435105 | $1.4K | 3,475 | 0.0% |
| Oreilly Automotive Inc COM(ORLY) | COM | 67103H107 | $1.4K | 16,020 | 0.0% |
| Visa Inc COM CL A(V) | COM | 92826C839 | $1.4K | 3,774 | 0.0% |
| Thermo Fisher Scientific Inc COM(TMO) | COM | 883556102 | $1.2K | 1,742 | 0.0% |
| Sherwin Williams Co COM(SHW) | COM | 824348106 | $975 | 3,015 | 0.0% |
| Nexstar Media Group Inc Common Stock(NXST) | COM | 65336K103 | $902 | 5,584 | 0.0% |
| Price T Rowe Group Inc COM(TROW) | COM | 74144T108 | $802 | 7,712 | 0.0% |