| Nvidia Corporation(NVDA) | com | 67066G104 | $108.0M | 578,972 | 12.1% |
| Eli Lilly and Company(LLY) | com | 532457108 | $27.9M | 25,987 | 3.1% |
| Emcor Group, Inc.(EME) | com | 29084Q100 | $23.8M | 38,914 | 2.7% |
| Quanta Services, Inc.(PWR) | com | 74762E102 | $19.4M | 45,983 | 2.2% |
| Comfort Systems USA, Inc.(FIX) | com | 199908104 | $18.0M | 19,268 | 2.0% |
| AppLovin Corp. Class A(APP) | com | 03831W108 | $16.6M | 24,679 | 1.9% |
| Royal Caribbean Group(RCL) | com | V7780T103 | $16.6M | 59,399 | 1.9% |
| Carpenter Technology Corporation(CRS) | com | 144285103 | $15.9M | 50,515 | 1.8% |
| Palantir Technologies Inc. Class A(PLTR) | com | 69608A108 | $15.7M | 88,162 | 1.8% |
| Howmet Aerospace Inc.(HWM) | com | 443201108 | $15.1M | 73,608 | 1.7% |
| Vertiv Holdings Co. Class A(VRT) | com | 92537N108 | $14.4M | 88,779 | 1.6% |
| Kinross Gold Corporation(KGC) | com | 496902404 | $14.3M | 508,612 | 1.6% |
| Cardinal Health, Inc.(CAH) | com | 14149Y108 | $13.1M | 63,768 | 1.5% |
| Apple Inc.(AAPL) | com | 037833100 | $12.8M | 47,078 | 1.4% |
| Seagate Technology Holdings PLC(STX) | com | G7997R103 | $11.5M | 41,847 | 1.3% |
| Walmart Inc.(WMT) | com | 931142103 | $11.4M | 102,239 | 1.3% |
| Argan, Inc.(AGX) | com | 04010E109 | $11.3M | 36,108 | 1.3% |
| Alamos Gold Inc.(AGI) | com | 011532108 | $11.2M | 289,224 | 1.3% |
| Exxon Mobil Corporation(XOM) | com | 30231G102 | $11.1M | 92,074 | 1.2% |
| Ubiquiti Inc.(UI) | com | 90353W103 | $10.8M | 19,576 | 1.2% |
| Agnico Eagle Mines Limited(AEM) | com | 008474108 | $10.7M | 63,370 | 1.2% |
| Bloom Energy Corporation Class A(BE) | com | 093712107 | $10.2M | 117,364 | 1.1% |
| Super Micro Computer, Inc.(SMCI) | com | 86800U302 | $9.1M | 310,424 | 1.0% |
| Microsoft Corporation(MSFT) | com | 594918104 | $8.6M | 17,875 | 1.0% |
| Robinhood Markets, Inc. Class A(HOOD) | com | 770700102 | $8.6M | 75,756 | 1.0% |
| Elbit Systems Ltd(ESLT) | com | M3760D101 | $8.4M | 14,553 | 0.9% |
| Exelixis, Inc.(EXEL) | com | 30161Q104 | $7.6M | 173,391 | 0.9% |
| Meta Platforms Inc Class A(META) | com | 30303M102 | $7.2M | 10,913 | 0.8% |
| Guidewire Software, Inc.(GWRE) | com | 40171V100 | $7.1M | 35,232 | 0.8% |
| AbbVie, Inc.(ABBV) | com | 00287Y109 | $6.8M | 29,566 | 0.8% |
| Targa Resources Corp.(TRGP) | com | 87612G101 | $6.6M | 35,798 | 0.7% |
| Lam Research Corporation(LRCX) | com | 512807306 | $5.9M | 34,600 | 0.7% |
| Power Solutions International, Inc.(PSIX) | com | 73933G202 | $5.8M | 101,729 | 0.7% |
| Cencora, Inc.(COR) | com | 03073E105 | $5.8M | 17,159 | 0.6% |
| Carvana Co. Class A(CVNA) | com | 146869102 | $5.8M | 13,688 | 0.6% |
| argenx SE Sponsored ADR(ARGX) | com | 04016X101 | $5.6M | 6,668 | 0.6% |
| Coca-Cola Consolidated, Inc.(COKE) | com | 191098102 | $5.5M | 35,852 | 0.6% |
| Costco Wholesale Corporation(COST) | com | 22160K105 | $5.4M | 6,293 | 0.6% |
| GE Vernova Inc.(GEV) | com | 36828A101 | $5.4M | 8,276 | 0.6% |
| Phillips 66(PSX) | com | 718546104 | $5.4M | 41,762 | 0.6% |
| Steel Dynamics, Inc.(STLD) | com | 858119100 | $5.4M | 31,728 | 0.6% |
| Idexx Laboratories, Inc.(IDXX) | com | 45168D104 | $5.3M | 7,795 | 0.6% |
| Embraer S.A. Sponsored ADR(EMBJ) | com | 29082A107 | $5.3M | 81,780 | 0.6% |
| Amazon.com, Inc.(AMZN) | com | 023135106 | $4.8M | 20,932 | 0.5% |
| Nucor Corporation(NUE) | com | 670346105 | $4.7M | 28,542 | 0.5% |
| Johnson Controls International plc(JCI) | com | G51502105 | $4.6M | 38,554 | 0.5% |
| Cisco Systems, Inc.(CSCO) | com | 17275R102 | $4.5M | 58,176 | 0.5% |
| nVent Electric plc(NVT) | com | G6700G107 | $4.5M | 43,760 | 0.5% |
| Broadcom Inc.(AVGO) | com | 11135F101 | $4.3M | 12,489 | 0.5% |
| Idaho Strategic Resources Inc(IDR) | com | 645827205 | $4.3M | 106,752 | 0.5% |