| Nvidia Corporation(NVDA) | COM | 67066G104 | $64.5M | 566,511 | 8.9% |
| Eli Lilly and Company(LLY) | COM | 532457108 | $20.2M | 24,556 | 2.8% |
| Costco Wholesale Corporation(COST) | COM | 22160K105 | $20.0M | 19,671 | 2.8% |
| Quanta Services, Inc.(PWR) | COM | 74762E102 | $17.5M | 54,376 | 2.4% |
| Coca-Cola Consolidated, Inc.(COKE) | COM | 191098102 | $16.8M | 14,772 | 2.3% |
| Emcor Group, Inc.(EME) | COM | 29084Q100 | $15.6M | 35,765 | 2.2% |
| Progressive Corporation(PGR) | COM | 743315103 | $15.3M | 54,327 | 2.1% |
| Royal Caribbean Group(RCL) | COM | V7780T103 | $13.5M | 59,056 | 1.9% |
| Howmet Aerospace Inc.(HWM) | COM | 443201108 | $11.4M | 73,583 | 1.6% |
| Carpenter Technology Corporation(CRS) | COM | 144285103 | $10.8M | 51,146 | 1.5% |
| Sprouts Farmers Market, Inc.(SFM) | COM | 85208M102 | $10.3M | 59,594 | 1.4% |
| Targa Resources Corp.(TRGP) | COM | 87612G101 | $10.2M | 64,489 | 1.4% |
| Super Micro Computer, Inc.(SMCI) | COM | 86800U302 | $10.0M | 310,368 | 1.4% |
| Walmart Inc.(WMT) | COM | 931142103 | $9.7M | 98,077 | 1.3% |
| Apple Inc.(AAPL) | COM | 037833100 | $9.2M | 46,437 | 1.3% |
| Palantir Technologies Inc. Class A(PLTR) | COM | 69608A108 | $8.8M | 70,888 | 1.2% |
| Axon Enterprise Inc(AXON) | COM | 05464C101 | $8.8M | 14,101 | 1.2% |
| Comfort Systems USA, Inc.(FIX) | COM | 199908104 | $8.3M | 19,059 | 1.1% |
| Microsoft Corporation(MSFT) | COM | 594918104 | $7.9M | 18,134 | 1.1% |
| Guidewire Software, Inc.(GWRE) | COM | 40171V100 | $7.3M | 34,718 | 1.0% |
| Vertiv Holdings Co. Class A(VRT) | COM | 92537N108 | $7.3M | 76,575 | 1.0% |
| Agnico Eagle Mines Limited(AEM) | COM | 008474108 | $7.2M | 62,731 | 1.0% |
| Boston Scientific Corporation(BSX) | COM | 101137107 | $7.1M | 68,112 | 1.0% |
| AppLovin Corp. Class A(APP) | COM | 03831W108 | $6.9M | 23,017 | 1.0% |
| Alamos Gold Inc.(AGI) | COM | 011532108 | $6.9M | 269,145 | 1.0% |
| iShares 20 Year Treasury Bond ETF(TLT) | COM | 464287432 | $6.7M | 76,847 | 0.9% |
| iShares 1-3 Year Treasury Bond ETF(SHY) | COM | 464287457 | $6.7M | 81,211 | 0.9% |
| Allstate Corporation(ALL) | COM | 020002101 | $6.6M | 33,190 | 0.9% |
| iShares 7-10 Year Treasury Bond ETF(IEF) | COM | 464287440 | $6.5M | 69,061 | 0.9% |
| Meta Platforms Inc Class A(META) | COM | 30303M102 | $6.4M | 10,693 | 0.9% |
| AbbVie, Inc.(ABBV) | COM | 00287Y109 | $6.1M | 30,960 | 0.8% |
| Nutanix, Inc. Class A(NTNX) | COM | 67059N108 | $5.8M | 80,084 | 0.8% |
| Exelixis, Inc.(EXEL) | COM | 30161Q104 | $5.8M | 145,058 | 0.8% |
| SkyWest, Inc(SKYW) | COM | 830879102 | $5.5M | 58,488 | 0.8% |
| Archrock Inc.(AROC) | COM | 03957W106 | $5.4M | 226,543 | 0.7% |
| Cencora, Inc.(COR) | COM | 03073E105 | $5.4M | 18,354 | 0.7% |
| Ferrari NV(RACE) | COM | N3167Y103 | $5.3M | 11,353 | 0.7% |
| Arista Networks, Inc.(ANET) | COM | 040413205 | $5.1M | 56,508 | 0.7% |
| ExlService Holdings, Inc.(EXLS) | COM | 302081104 | $5.0M | 106,666 | 0.7% |
| Trane Technologies plc(TT) | COM | G8994E103 | $4.9M | 12,100 | 0.7% |
| Phillips 66(PSX) | COM | 718546104 | $4.8M | 45,278 | 0.7% |
| T-Mobile US, Inc.(TMUS) | COM | 872590104 | $4.8M | 19,182 | 0.7% |
| Powell Industries, Inc.(POWL) | COM | 739128106 | $4.6M | 23,983 | 0.6% |
| United Airlines Holdings, Inc.(UAL) | COM | 910047109 | $4.4M | 59,349 | 0.6% |
| argenx SE Sponsored ADR(ARGX) | COM | 04016X101 | $4.4M | 6,725 | 0.6% |
| Doximity, Inc. Class A(DOCS) | COM | 26622P107 | $4.1M | 68,519 | 0.6% |
| Adma Biologics, Inc.(ADMA) | COM | 000899104 | $4.1M | 170,830 | 0.6% |
| Atmos Energy Corporation(ATO) | COM | 049560105 | $4.0M | 24,859 | 0.6% |
| Kroger Co.(KR) | COM | 501044101 | $4.0M | 54,364 | 0.5% |
| Universal Corp(UVV) | COM | 913456109 | $3.9M | 66,807 | 0.5% |