| Nvidia Corporation(NVDA) | COM | 67066G104 | $26.0M | 61,549 | 5.1% |
| Quanta Services, Inc.(PWR) | COM | 74762E102 | $13.8M | 70,292 | 2.7% |
| ConocoPhillips(COP) | COM | 20825C104 | $13.2M | 127,173 | 2.6% |
| EOG Resources, Inc.(EOG) | COM | 26875P101 | $10.8M | 94,411 | 2.1% |
| Phillips 66(PSX) | COM | 718546104 | $8.8M | 92,656 | 1.7% |
| Novo Nordisk A/S Sponsored ADR Class B(NVO) | COM | 670100205 | $8.5M | 52,652 | 1.7% |
| Super Micro Computer, Inc.(SMCIUSD) | COM | 86800U104 | $8.5M | 33,962 | 1.6% |
| Exxon Mobil Corporation(XOM) | COM | 30231G102 | $8.1M | 75,067 | 1.6% |
| Valero Energy Corporation(VLO) | COM | 91913Y100 | $7.7M | 65,509 | 1.5% |
| Builders FirstSource, Inc.(BLDR) | COM | 12008R107 | $6.8M | 50,181 | 1.3% |
| Costco Wholesale Corporation(COST) | COM | 22160K105 | $6.7M | 12,407 | 1.3% |
| Sociedad Quimica y Minera de Chile S.A. Sponsored ADR Pfd Series B(SQM) | COM | 833635105 | $6.0M | 82,997 | 1.2% |
| Conagra Brands, Inc.(CAG) | COM | 205887102 | $6.0M | 177,728 | 1.2% |
| Eli Lilly and Company(LLY) | COM | 532457108 | $6.0M | 12,727 | 1.2% |
| Aaon, Inc.(AAON) | COM | 000360206 | $5.9M | 61,709 | 1.1% |
| ON Semiconductor Corporation(ON) | COM | 682189105 | $5.8M | 61,835 | 1.1% |
| Toll Brothers, Inc.(TOL) | COM | 889478103 | $5.8M | 73,054 | 1.1% |
| Lamb Weston Holdings, Inc.(LW) | COM | 513272104 | $5.5M | 47,948 | 1.1% |
| Lululemon Athletica Inc(LULU) | COM | 550021109 | $5.5M | 14,508 | 1.1% |
| Darden Restaurants, Inc.(DRI) | COM | 237194105 | $5.4M | 32,089 | 1.0% |
| Allegro MicroSystems, Inc.(ALGM) | COM | 01749D105 | $5.1M | 113,302 | 1.0% |
| Copart, Inc.(CPRT) | COM | 217204106 | $5.0M | 55,016 | 1.0% |
| First Solar, Inc.(FSLR) | COM | 336433107 | $5.0M | 26,318 | 1.0% |
| Huntington Ingalls Industries, Inc.(HII) | COM | 446413106 | $4.8M | 21,140 | 0.9% |
| First Trust Nasdaq-100 Technology Sector Index Fund(QTEC) | COM | 337345102 | $4.8M | 32,689 | 0.9% |
| Hubbell Incorporated(HUBB) | COM | 443510607 | $4.8M | 14,434 | 0.9% |
| Ferrari NV(RACE) | COM | N3167Y103 | $4.6M | 14,241 | 0.9% |
| Eaton Corp. Plc(ETN) | COM | G29183103 | $4.6M | 22,814 | 0.9% |
| Amgen Inc.(AMGN) | COM | 031162100 | $4.5M | 20,453 | 0.9% |
| Coca-Cola Femsa SAB de CV Sponsored ADR Class L(KOF) | COM | 191241108 | $4.5M | 54,460 | 0.9% |
| Arista Networks, Inc.(ANETEUR) | COM | 040413106 | $4.4M | 27,186 | 0.9% |
| Lattice Semiconductor Corporation(LSCC) | COM | 518415104 | $4.3M | 45,186 | 0.8% |
| Universal Corp(UVV) | COM | 913456109 | $4.3M | 86,018 | 0.8% |
| WillScot Mobile Mini Holdings Corp. Class A(WSC) | COM | 971378104 | $4.2M | 88,686 | 0.8% |
| VeriSign, Inc.(VRSN) | COM | 92343E102 | $4.2M | 18,741 | 0.8% |
| First Trust Industrials ucer Durables AlphaDEX Fund(FXR) | COM | 33734X150 | $4.2M | 70,400 | 0.8% |
| Marathon Petroleum Corporation(MPC) | COM | 56585A102 | $4.1M | 35,452 | 0.8% |
| Steel Dynamics, Inc.(STLD) | COM | 858119100 | $4.1M | 37,285 | 0.8% |
| Apple Inc.(AAPL) | COM | 037833100 | $4.0M | 20,725 | 0.8% |
| Ulta Beauty Inc.(ULTA) | COM | 90384S303 | $4.0M | 8,511 | 0.8% |
| Enphase Energy, Inc.(ENPH) | COM | 29355A107 | $4.0M | 23,681 | 0.8% |
| AbbVie, Inc.(ABBV) | COM | 00287Y109 | $4.0M | 29,327 | 0.8% |
| Inter Parfums, Inc.(IPAR) | COM | 458334109 | $3.9M | 29,058 | 0.8% |
| First Trust Consumer Discretionary AlphaDEX Fund(FXD) | COM | 33734X101 | $3.9M | 70,608 | 0.8% |
| Nexstar Media Group, Inc.(NXST) | COM | 65336K103 | $3.8M | 23,113 | 0.7% |
| Vistra Corp.(VST) | COM | 92840M102 | $3.8M | 145,370 | 0.7% |
| Bruker Corporation(BRKR) | COM | 116794108 | $3.8M | 51,158 | 0.7% |
| BP p.l.c. Sponsored ADR(BP) | COM | 055622104 | $3.8M | 106,421 | 0.7% |
| Rio Tinto plc Sponsored ADR(RIO) | COM | 767204100 | $3.7M | 58,158 | 0.7% |
| Ingredion Incorporated(INGR) | COM | 457187102 | $3.7M | 34,736 | 0.7% |