| Nvidia Corporation(NVDA) | COM | 67066G104 | $67.3M | 554,385 | 9.1% |
| Emcor Group, Inc.(EME) | COM | 29084Q100 | $26.2M | 60,815 | 3.5% |
| Eli Lilly and Company(LLY) | COM | 532457108 | $22.1M | 24,971 | 3.0% |
| Costco Wholesale Corporation(COST) | COM | 22160K105 | $19.2M | 21,640 | 2.6% |
| Quanta Services, Inc.(PWR) | COM | 74762E102 | $17.6M | 58,877 | 2.4% |
| Super Micro Computer, Inc.(SMCI) | COM | 86800U302 | $15.3M | 36,675 | 2.1% |
| Novo Nordisk A/S Sponsored ADR Class B(NVO) | COM | 670100205 | $14.1M | 118,465 | 1.9% |
| Microsoft Corporation(MSFT) | COM | 594918104 | $13.8M | 32,101 | 1.9% |
| Toll Brothers, Inc.(TOL) | COM | 889478103 | $13.7M | 88,906 | 1.9% |
| Apple Inc.(AAPL) | COM | 037833100 | $13.4M | 57,634 | 1.8% |
| Vistra Corp.(VST) | COM | 92840M102 | $13.0M | 109,278 | 1.8% |
| Coca-Cola Consolidated, Inc.(COKE) | COM | 191098102 | $11.7M | 8,909 | 1.6% |
| Royal Caribbean Group(RCL) | COM | V7780T103 | $10.9M | 61,215 | 1.5% |
| Progressive Corporation(PGR) | COM | 743315103 | $9.3M | 36,594 | 1.3% |
| Vertiv Holdings Co. Class A(VRT) | COM | 92537N108 | $9.1M | 91,741 | 1.2% |
| Targa Resources Corp.(TRGP) | COM | 87612G101 | $8.8M | 59,704 | 1.2% |
| Parsons Corporation(PSN) | COM | 70202L102 | $8.5M | 82,071 | 1.2% |
| Exxon Mobil Corporation(XOM) | COM | 30231G102 | $8.3M | 70,752 | 1.1% |
| CrowdStrike Holdings, Inc. Class A(CRWD) | COM | 22788C105 | $7.6M | 26,993 | 1.0% |
| Eaton Corp. Plc(ETN) | COM | G29183103 | $7.3M | 22,025 | 1.0% |
| Howmet Aerospace Inc.(HWM) | COM | 443201108 | $6.8M | 68,094 | 0.9% |
| AbbVie, Inc.(ABBV) | COM | 00287Y109 | $6.7M | 33,723 | 0.9% |
| Phillips 66(PSX) | COM | 718546104 | $6.3M | 47,759 | 0.9% |
| Abercrombie & Fitch Co. Class A(ANF) | COM | 002896207 | $6.2M | 44,302 | 0.8% |
| Meta Platforms Inc Class A(META) | COM | 30303M102 | $6.1M | 10,694 | 0.8% |
| Allstate Corporation(ALL) | COM | 020002101 | $5.9M | 31,164 | 0.8% |
| Ferrari NV(RACE) | COM | N3167Y103 | $5.7M | 12,026 | 0.8% |
| Arista Networks, Inc.(ANETEUR) | COM | 040413106 | $5.6M | 14,689 | 0.8% |
| Axon Enterprise Inc(AXON) | COM | 05464C101 | $5.5M | 13,878 | 0.8% |
| T-Mobile US, Inc.(TMUS) | COM | 872590104 | $5.4M | 26,264 | 0.7% |
| NetApp, Inc.(NTAP) | COM | 64110D104 | $5.4M | 43,795 | 0.7% |
| ConocoPhillips(COP) | COM | 20825C104 | $5.3M | 50,801 | 0.7% |
| Vertex Pharmaceuticals Incorporated(VRTX) | COM | 92532F100 | $5.1M | 11,032 | 0.7% |
| Carlisle Companies Incorporated(CSL) | COM | 142339100 | $5.1M | 11,394 | 0.7% |
| PepsiCo, Inc.(PEP) | COM | 713448108 | $5.1M | 29,773 | 0.7% |
| Powell Industries, Inc.(POWL) | COM | 739128106 | $4.9M | 22,073 | 0.7% |
| Insight Enterprises, Inc.(NSIT) | COM | 45765U103 | $4.8M | 22,433 | 0.7% |
| Guidewire Software, Inc.(GWRE) | COM | 40171V100 | $4.8M | 26,331 | 0.7% |
| Amgen Inc.(AMGN) | COM | 031162100 | $4.8M | 14,817 | 0.6% |
| Comfort Systems USA, Inc.(FIX) | COM | 199908104 | $4.7M | 12,151 | 0.6% |
| Agnico Eagle Mines Limited(AEM) | COM | 008474108 | $4.6M | 57,672 | 0.6% |
| Nutanix, Inc. Class A(NTNX) | COM | 67059N108 | $4.6M | 77,757 | 0.6% |
| Huntington Ingalls Industries, Inc.(HII) | COM | 446413106 | $4.5M | 17,141 | 0.6% |
| Deckers Outdoor Corporation(DECK) | COM | 243537107 | $4.5M | 28,015 | 0.6% |
| Carpenter Technology Corporation(CRS) | COM | 144285103 | $4.4M | 27,389 | 0.6% |
| Archrock Inc.(AROC) | COM | 03957W106 | $4.3M | 214,654 | 0.6% |
| Cencora, Inc.(COR) | COM | 03073E105 | $4.3M | 19,277 | 0.6% |
| Wingstop, Inc.(WING) | COM | 974155103 | $4.1M | 9,938 | 0.6% |
| Ingredion Incorporated(INGR) | COM | 457187102 | $3.9M | 28,536 | 0.5% |
| Booz Allen Hamilton Holding Corporation Class A(BAH) | COM | 099502106 | $3.7M | 22,643 | 0.5% |