| CSX Corp COM(CSX) | COM | 126408103 | $6.9M | 198,435 | 0.1% |
| BWX Technologies Inc COM(BWXT) | COM | 05605H100 | $6.9M | 63,078 | 0.1% |
| Microchip Technology Inc. COM(MCHP) | COM | 595017104 | $6.9M | 85,764 | 0.1% |
| Ishares TR Core S&p500 ETF(IVV) | COM | 464287200 | $7.0M | 12,080 | 0.1% |
| Dupont de Nemours Inc COM(DD) | COM | 26614N102 | $7.1M | 80,121 | 0.1% |
| Solaredge Technologies Inc COM(SEDG) | COM | 83417M104 | $7.1M | 312,040 | 0.1% |
| Metlife Inc COM(MET) | COM | 59156R108 | $7.2M | 87,133 | 0.1% |
| Marketaxess Hldgs Inc COM(MKTX) | COM | 57060D108 | $7.3M | 28,606 | 0.1% |
| Idacorp Inc COM(IDA) | COM | 451107106 | $7.4M | 71,414 | 0.1% |
| Lennar Corp CL A(LEN) | COM | 526057104 | $7.4M | 39,381 | 0.1% |
| Schlumberger LTD COM STK(SLB) | COM | 806857108 | $7.5M | 178,573 | 0.1% |
| Texas Roadhouse Inc COM(TXRH) | COM | 882681109 | $7.5M | 42,482 | 0.1% |
| Evercore Inc Class A(EVR) | COM | 29977A105 | $7.5M | 29,614 | 0.1% |
| Itau Unibanco Hldg S A Spon ADR REP PFD(BVXB) | PFD | 465562106 | $7.7M | 1,159,428 | 0.1% |
| Constellation Brands Inc CL A(STZ) | COM | 21036P108 | $7.7M | 29,921 | 0.1% |
| Ishares Inc Msci Taiwan ETF(EWT) | COM | 46434G772 | $7.7M | 143,136 | 0.1% |
| Full Truck Alliance Co LTD Sponsored ADS(YMM) | COM | 35969L108 | $7.7M | 857,050 | 0.1% |
| East West Bancorp Inc COM(EWBC) | COM | 27579R104 | $7.7M | 93,657 | 0.1% |
| The Trade Desk Inc COM CL A(TTD) | COM | 88339J105 | $7.8M | 70,698 | 0.1% |
| Micron Technology Inc COM(MU) | COM | 595112103 | $7.8M | 74,867 | 0.1% |
| Pure Storage Inc CL A(PSTG) | COM | 74624M102 | $7.8M | 154,969 | 0.1% |
| Guidewire Software Inc COM(GWRE) | COM | 40171V100 | $8.0M | 43,661 | 0.1% |
| Donaldson Inc COM(DCI) | COM | 257651109 | $8.0M | 109,007 | 0.1% |
| Atlassian Corporation CL A(TEAM) | COM | 049468101 | $8.1M | 50,700 | 0.1% |
| Marvell Technology Inc COM(MRVL) | COM | 573874104 | $8.2M | 113,487 | 0.1% |
| Wynn Resorts LTD COM(WYNN) | COM | 983134107 | $8.2M | 85,612 | 0.1% |
| Zoom Video Communications in CL A(ZM) | COM | 98980L101 | $8.2M | 117,773 | 0.1% |
| Freeport-Mcmoran Inc CL B(FCX) | COM | 35671D857 | $8.5M | 169,460 | 0.1% |
| Acuity Brands Inc COM(AYI) | COM | 00508Y102 | $8.5M | 30,763 | 0.1% |
| Tradeweb Mkts Inc CL A(TW) | COM | 892672106 | $8.5M | 69,123 | 0.1% |
| Molson Coors Beverage Co CL B(TAP) | COM | 60871R209 | $8.6M | 148,727 | 0.1% |
| Generac Hldgs Inc COM(GNRC) | COM | 368736104 | $8.6M | 53,846 | 0.1% |
| Enphase Energy Inc COM(ENPH) | COM | 29355A107 | $8.6M | 76,001 | 0.1% |
| Discover Finl Svcs COM(DFSEUR) | COM | 254709108 | $8.6M | 61,484 | 0.1% |
| Medpace Hldgs Inc COM(MEDP) | COM | 58506Q109 | $8.7M | 25,950 | 0.1% |
| CF Inds Hldgs Inc COM(CF) | COM | 125269100 | $8.7M | 101,313 | 0.1% |
| Workday Inc CL A(WDAY) | COM | 98138H101 | $8.7M | 35,705 | 0.1% |
| Sunrun Inc COM(RUN) | COM | 86771W105 | $9.1M | 503,773 | 0.1% |
| United Therapeutics Corp del COM(UTHR) | COM | 91307C102 | $9.1M | 25,431 | 0.1% |
| Biogen Inc COM(BIIB) | COM | 09062X103 | $9.1M | 47,084 | 0.1% |
| Veeva SYS Inc CL A COM(VEEV) | COM | 922475108 | $9.2M | 43,614 | 0.1% |
| Tenet Healthcare Corp COM New(THC) | COM | 88033G407 | $9.3M | 55,693 | 0.1% |
| Paychex Inc COM(PAYX) | COM | 704326107 | $9.4M | 70,226 | 0.1% |
| Analog Devices Inc COM(ADI) | COM | 032654105 | $9.5M | 41,145 | 0.1% |
| Verizon Communications Inc COM(VZ) | COM | 92343V104 | $9.5M | 212,344 | 0.1% |
| Packaging Corp Amer COM(PKG) | COM | 695156109 | $9.6M | 44,760 | 0.1% |
| Dynatrace Inc COM New(DT) | COM | 268150109 | $9.6M | 180,339 | 0.1% |
| First Solar Inc COM(FSLR) | COM | 336433107 | $9.7M | 38,835 | 0.1% |
| Autodesk Inc COM(ADSK) | COM | 052769106 | $9.8M | 35,448 | 0.1% |
| Devon Energy Corp New COM(DVN) | COM | 25179M103 | $9.8M | 249,647 | 0.1% |