| Axcelis Technologies Inc(ACLS) | COM | 054540208 | $905.0K | 4,934 | 21.6% |
| Belden Inc.(BDC) | COM | 077454106 | $684.0K | 7,154 | 16.3% |
| Cadence Design Systems, Inc.(CDNS) | COM | 127387108 | $574.0K | 2,449 | 13.7% |
| Bellring Brands, Inc(BRBR) | COM | 07831C103 | $547.0K | 14,942 | 13.1% |
| Alphabet Inc. Class C(GOOG) | COM | 02079K107 | $513.0K | 4,242 | 12.2% |
| Amazon.com Inc.(AMZN) | COM | 023135106 | $480.0K | 3,681 | 11.5% |
| Allegheny Technologies, Inc.(ATI) | COM | 01741R102 | $256.0K | 5,791 | 6.1% |
| Builders FirstSource, Inc.(BLDR) | COM | 12008R107 | $62.0K | 457 | 1.5% |
| Advanced Micro Devices(AMD) | COM | 007903107 | $44.0K | 390 | 1.1% |
| Coty, Inc.(COTY) | COM | 222070203 | $37.0K | 3,037 | 0.9% |
| Align Technology Inc(ALGN) | COM | 016255101 | $36.0K | 101 | 0.9% |
| Vanguard S-T Inflation-Protect(VTIP) | ETF | 922020805 | $9.2K | 194,817 | 0.2% |
| Schwab U.S. Large-Cap ETF(SCHX) | ETF | 808524201 | $3.5K | 66,899 | 0.1% |
| VanEck Vectors Semiconductor E(SMH) | ETF | 92189F676 | $3.3K | 21,540 | 0.1% |
| Invesco Nasdaq 100 ETF(QQQM) | ETF | 46138G649 | $3.3K | 21,507 | 0.1% |
| Schwab U.S. Small-Cap ETF(SCHA) | ETF | 808524607 | $1.7K | 39,457 | 0.0% |
| Fidelity Msci Energy Index ETF(FENY) | ETF | 316092402 | $1.6K | 72,902 | 0.0% |
| iShares S&P SmallCap 600 Val(IJS) | ETF | 464287879 | $1.6K | 16,770 | 0.0% |
| Spdr Cons Staples Slct(XLP) | ETF | 81369Y308 | $1.5K | 20,684 | 0.0% |
| E.L.F. Beauty, Inc.(ELF) | COM | 26856L103 | $1.5K | 13,166 | 0.0% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $984 | 2,327 | 0.0% |
| Rambus Inc.(RMBS) | COM | 750917106 | $954 | 14,866 | 0.0% |
| Cardinal Health Inc.(CAH) | COM | 14149Y108 | $808 | 8,548 | 0.0% |
| Meta Platforms, Inc.(META) | COM | 30303M102 | $785 | 2,735 | 0.0% |
| Vertiv Holdings Co.(VRT) | COM | 92537N108 | $726 | 29,295 | 0.0% |
| Oracle Corporation(ORCL) | COM | 68389X105 | $710 | 5,962 | 0.0% |
| Microsoft Corporation(MSFT) | COM | 594918104 | $685 | 2,011 | 0.0% |
| Tri Pointe Group, Inc.(TPH) | COM | 87265H109 | $676 | 20,585 | 0.0% |
| Saia, Inc.(SAIA) | COM | 78709Y105 | $666 | 1,946 | 0.0% |
| General Electric Company(GE) | COM | 369604301 | $663 | 6,031 | 0.0% |
| McKesson Corp(MCK) | COM | 58155Q103 | $655 | 1,532 | 0.0% |
| RadNet, Inc.(RDNT) | COM | 750491102 | $640 | 19,611 | 0.0% |
| O'Reilly Automotive, Inc.(ORLY) | COM | 67103H107 | $634 | 664 | 0.0% |
| Apple Inc.(AAPL) | COM | 037833100 | $618 | 3,187 | 0.0% |
| Eli Lilly & Co.(LLY) | COM | 532457108 | $608 | 1,297 | 0.0% |
| Vertex Pharmaceuticals(VRTX) | COM | 92532F100 | $586 | 1,666 | 0.0% |
| Pure Storage, Inc.(PSTG) | COM | 74624M102 | $582 | 15,804 | 0.0% |
| Hubbell Inc(HUBB) | COM | 443510607 | $579 | 1,745 | 0.0% |
| Merck & Co. Inc.(MRK) | COM | 58933Y105 | $578 | 5,013 | 0.0% |
| Altair Engineering Inc. Cl A(ALTREUR) | CLA | 021369103 | $576 | 7,598 | 0.0% |
| Insight Enterprises, Inc.(NSIT) | COM | 45765U103 | $554 | 3,789 | 0.0% |
| West Pharmaceutical Svcs(WST) | COM | 955306105 | $549 | 1,436 | 0.0% |
| First Solar, Inc.(FSLR) | COM | 336433107 | $512 | 2,691 | 0.0% |
| PulteGroup, Inc.(PHM) | COM | 745867101 | $511 | 6,584 | 0.0% |
| SkyWest Inc.(SKYW) | COM | 830879102 | $510 | 12,531 | 0.0% |
| Manhattan Associates, Inc.(MANH) | COM | 562750109 | $510 | 2,554 | 0.0% |
| Air Products & Chemicals(APD) | COM | 009158106 | $503 | 1,680 | 0.0% |
| Emcor Group Inc.(EME) | COM | 29084Q100 | $500 | 2,704 | 0.0% |
| Extreme Networks Inc.(EXTR) | COM | 30226D106 | $490 | 18,824 | 0.0% |
| Hubspot Inc(HUBS) | COM | 443573100 | $488 | 917 | 0.0% |