| Nvidia Corporation(NVDA) | COM | 67066G104 | $74.3M | 601,144 | 8.7% |
| Super Micro Computer, Inc.(SMCIUSD) | COM | 86800U104 | $34.0M | 41,557 | 4.0% |
| Eli Lilly and Company(LLY) | COM | 532457108 | $24.2M | 26,699 | 2.8% |
| Emcor Group, Inc.(EME) | COM | 29084Q100 | $23.7M | 64,868 | 2.8% |
| Exxon Mobil Corporation(XOM) | COM | 30231G102 | $19.4M | 168,283 | 2.3% |
| Quanta Services, Inc.(PWR) | COM | 74762E102 | $18.6M | 73,100 | 2.2% |
| Novo Nordisk A/S Sponsored ADR Class B(NVO) | COM | 670100205 | $18.0M | 125,811 | 2.1% |
| Microsoft Corporation(MSFT) | COM | 594918104 | $15.6M | 34,803 | 1.8% |
| Costco Wholesale Corporation(COST) | COM | 22160K105 | $14.9M | 17,586 | 1.8% |
| ConocoPhillips(COP) | COM | 20825C104 | $13.6M | 118,541 | 1.6% |
| Apple Inc.(AAPL) | COM | 037833100 | $12.7M | 60,107 | 1.5% |
| Phillips 66(PSX) | COM | 718546104 | $12.0M | 85,267 | 1.4% |
| Eaton Corp. Plc(ETN) | COM | G29183103 | $11.9M | 37,970 | 1.4% |
| CrowdStrike Holdings, Inc. Class A(CRWD) | COM | 22788C105 | $11.4M | 29,657 | 1.3% |
| Toll Brothers, Inc.(TOL) | COM | 889478103 | $11.2M | 97,450 | 1.3% |
| Royal Caribbean Group(RCL) | COM | V7780T103 | $10.4M | 64,925 | 1.2% |
| Vistra Corp.(VST) | COM | 92840M102 | $10.0M | 116,571 | 1.2% |
| e.l.f. Beauty, Inc.(ELF) | COM | 26856L103 | $9.4M | 44,831 | 1.1% |
| Paccar Inc(PCAR) | COM | 693718108 | $9.1M | 88,049 | 1.1% |
| Booz Allen Hamilton Holding Corporation Class A(BAH) | COM | 099502106 | $8.7M | 56,844 | 1.0% |
| Broadcom Inc.(AVGO) | COM | 11135F101 | $8.7M | 5,418 | 1.0% |
| Vertiv Holdings Co. Class A(VRT) | COM | 92537N108 | $8.3M | 96,368 | 1.0% |
| Progressive Corporation(PGR) | COM | 743315103 | $8.2M | 39,673 | 1.0% |
| Targa Resources Corp.(TRGP) | COM | 87612G101 | $8.1M | 63,169 | 1.0% |
| Vista Energy SAB de CV Sponsored ADR Class A(VIST) | COM | 92837L109 | $7.5M | 165,033 | 0.9% |
| Parsons Corporation(PSN) | COM | 70202L102 | $6.9M | 84,431 | 0.8% |
| Arista Networks, Inc.(ANETEUR) | COM | 040413106 | $6.6M | 18,716 | 0.8% |
| Marathon Petroleum Corporation(MPC) | COM | 56585A102 | $6.3M | 36,258 | 0.7% |
| AbbVie, Inc.(ABBV) | COM | 00287Y109 | $6.0M | 35,085 | 0.7% |
| NetApp, Inc.(NTAP) | COM | 64110D104 | $6.0M | 46,677 | 0.7% |
| Howmet Aerospace Inc.(HWM) | COM | 443201108 | $6.0M | 76,749 | 0.7% |
| Coca-Cola Consolidated, Inc.(COKE) | COM | 191098102 | $5.7M | 5,296 | 0.7% |
| Vertex Pharmaceuticals Incorporated(VRTX) | COM | 92532F100 | $5.5M | 11,701 | 0.6% |
| Abercrombie & Fitch Co. Class A(ANF) | COM | 002896207 | $5.4M | 30,347 | 0.6% |
| Meta Platforms Inc Class A(META) | COM | 30303M102 | $5.4M | 10,692 | 0.6% |
| Domino's Pizza, Inc.(DPZ) | COM | 25754A201 | $5.2M | 10,162 | 0.6% |
| Archrock Inc.(AROC) | COM | 03957W106 | $5.2M | 258,704 | 0.6% |
| Ferrari NV(RACE) | COM | N3167Y103 | $5.2M | 12,784 | 0.6% |
| PepsiCo, Inc.(PEP) | COM | 713448108 | $5.2M | 31,273 | 0.6% |
| Carlisle Companies Incorporated(CSL) | COM | 142339100 | $4.9M | 12,143 | 0.6% |
| Allstate Corporation(ALL) | COM | 020002101 | $4.9M | 30,511 | 0.6% |
| Amgen Inc.(AMGN) | COM | 031162100 | $4.8M | 15,498 | 0.6% |
| Deckers Outdoor Corporation(DECK) | COM | 243537107 | $4.8M | 4,935 | 0.6% |
| Insight Enterprises, Inc.(NSIT) | COM | 45765U103 | $4.8M | 24,002 | 0.6% |
| Nutanix, Inc. Class A(NTNX) | COM | 67059N108 | $4.7M | 82,814 | 0.6% |
| TopBuild Corp.(BLD) | COM | 89055F103 | $4.6M | 12,002 | 0.5% |
| Cencora, Inc.(COR) | COM | 03073E105 | $4.6M | 20,482 | 0.5% |
| TransDigm Group Incorporated(TDG) | COM | 893641100 | $4.6M | 3,569 | 0.5% |
| Comfort Systems USA, Inc.(FIX) | COM | 199908104 | $4.5M | 14,778 | 0.5% |
| Huntington Ingalls Industries, Inc.(HII) | COM | 446413106 | $4.4M | 17,896 | 0.5% |