| Cisco SYS Inc COM(CSCO) | COM | 17275R102 | $73.7M | 1,322,182 | 12.6% |
| Adobe Systems Incorporated COM(ADBE) | COM | 00724F101 | $69.7M | 153,086 | 11.9% |
| Abbvie Inc COM(ABBV) | COM | 00287Y109 | $51.9M | 320,134 | 8.9% |
| DTE Energy Co COM(DTE) | COM | 233331107 | $39.3M | 297,279 | 6.7% |
| Advanced Micro Devices Inc COM(AMD) | COM | 007903107 | $34.2M | 312,652 | 5.8% |
| Conocophillips COM(COP) | COM | 20825C104 | $33.6M | 336,186 | 5.7% |
| Autozone Inc COM(AZO) | COM | 053332102 | $26.3M | 12,886 | 4.5% |
| Cbre Group Inc CL A(CBRE) | COM | 12504L109 | $23.8M | 260,372 | 4.1% |
| Align Technology Inc COM(ALGN) | COM | 016255101 | $18.8M | 43,078 | 3.2% |
| Cadence Design System Inc COM(CDNS) | COM | 127387108 | $18.3M | 111,158 | 3.1% |
| Centene Corp del COM(CNC) | COM | 15135B101 | $15.8M | 187,992 | 2.7% |
| Cummins Inc COM(CMI) | COM | 231021106 | $15.4M | 75,296 | 2.6% |
| Charles RIV Labs Intl Inc COM(CRL) | COM | 159864107 | $14.5M | 51,082 | 2.5% |
| Avantor Inc COM(AVTR) | COM | 05352A100 | $14.2M | 418,631 | 2.4% |
| Consolidated Edison Inc COM(ED) | COM | 209115104 | $13.4M | 141,695 | 2.3% |
| Alibaba Group Hldg LTD Sponsored ADS(BABA) | COM | 01609W102 | $12.3M | 113,236 | 2.1% |
| Charter Communications Inc N CL A(CHTR) | COM | 16119P108 | $11.3M | 20,711 | 1.9% |
| Darden Restaurants Inc COM(DRI) | COM | 237194105 | $11.1M | 83,495 | 1.9% |
| Costco Whsl Corp New COM(COST) | COM | 22160K105 | $10.5M | 18,232 | 1.8% |
| Constellation Energy Corp COM Added(CEG) | COM | 21037T109 | $9.7M | 172,043 | 1.7% |
| Ally Finl Inc COM(ALLY) | COM | 02005N100 | $6.6M | 152,925 | 1.1% |
| DBX ETF TR Xtrack Hrvst CSI(ASHR) | COM | 233051879 | $5.8M | 176,412 | 1.0% |
| Arrow Electrs Inc COM(ARW) | COM | 042735100 | $4.4M | 37,271 | 0.8% |
| DXC Technology Co COM(DXC) | COM | 23355L106 | $4.4M | 135,317 | 0.8% |
| American Homes 4 Rent CL A(AMH) | COM | 02665T306 | $3.9M | 96,172 | 0.7% |
| Autodesk Inc COM(ADSK) | COM | 052769106 | $3.7M | 17,092 | 0.6% |
| Caesars Entertainment Inc NE COM(CZR) | COM | 12769G100 | $3.5M | 45,270 | 0.6% |
| Autonation Inc COM(AN) | COM | 05329W102 | $3.2M | 31,841 | 0.5% |
| Carmax Inc COM(KMX) | COM | 143130102 | $2.5M | 25,863 | 0.4% |
| Affiliated Managers Group in COM(AMG) | COM | 008252108 | $2.4M | 16,688 | 0.4% |
| Concentrix Corp COM(CNXC) | COM | 20602D101 | $2.2M | 13,170 | 0.4% |
| Acadia Healthcare Company in COM(ACHC) | COM | 00404A109 | $2.2M | 33,432 | 0.4% |
| Corning Inc COM(GLW) | COM | 219350105 | $1.9M | 52,357 | 0.3% |
| Bill COM Hldgs Inc COM(BILL) | COM | 090043100 | $1.7M | 7,649 | 0.3% |
| Azenta Inc COM(AZTA) | COM | 114340102 | $1.7M | 20,740 | 0.3% |
| Akamai Technologies Inc COM(AKAM) | COM | 00971T101 | $1.6M | 13,733 | 0.3% |
| Boston Scientific Corp COM(BSX) | COM | 101137107 | $1.3M | 29,980 | 0.2% |
| Burlington Stores Inc COM(BURL) | COM | 122017106 | $1.0M | 5,694 | 0.2% |
| Appian Corp CL A(APPN) | COM | 03782L101 | $837.0K | 13,763 | 0.1% |
| Clean Harbors Inc COM(CLH) | COM | 184496107 | $654.0K | 5,860 | 0.1% |
| Microsoft Corp COM(MSFT) | COM | 594918104 | $557.0K | 1,806,585 | 0.1% |
| Apple Inc COM(AAPL) | COM | 037833100 | $531.3K | 3,042,900 | 0.1% |
| Boeing Co COM(BA) | COM | 097023105 | $412.0K | 2,154 | 0.1% |
| Core & Main Inc CL A(CNM) | COM | 21874C102 | $386.0K | 15,969 | 0.1% |
| Builders Firstsource Inc COM(BLDR) | COM | 12008R107 | $363.0K | 5,620 | 0.1% |
| Ishares TR 1 3 YR Treas BD(SHY) | COM | 464287457 | $345.3K | 4,143,000 | 0.1% |
| Carrier Global Corporation COM(CARR) | COM | 14448C104 | $330.0K | 7,200 | 0.1% |
| D R Horton Inc COM(DHI) | COM | 23331A109 | $318.0K | 4,270 | 0.1% |
| American Airls Group Inc COM(AAL) | COM | 02376R102 | $297.0K | 16,275 | 0.1% |
| Cleveland-Cliffs Inc New COM(CLF) | COM | 185899101 | $264.0K | 8,210 | 0.0% |