| Lilly, ELI and Company(LLY) | COM | 532457108 | $9.0M | 16,844 | 2.8% |
| Kinsale Cap Group Inc COM(KNSL) | COM | 49714P108 | $7.6M | 18,408 | 2.4% |
| KBR Inc COM(KBR) | COM | 48242W106 | $6.3M | 106,330 | 1.9% |
| Builders Firstsource Inc COM(BLDR) | COM | 12008R107 | $6.2M | 49,820 | 1.9% |
| Cadence Design System Inc COM(CDNS) | COM | 127387108 | $6.1M | 26,056 | 1.9% |
| Novo-Nordisk A S ADR(NVO) | COM | 670100205 | $5.9M | 64,413 | 1.8% |
| Quanta Svcs Inc COM(PWR) | COM | 74762E102 | $5.5M | 29,454 | 1.7% |
| Terex Corp New COM(TEX) | COM | 880779103 | $5.4M | 93,783 | 1.7% |
| Mckesson Corp COM(MCK) | COM | 58155Q103 | $5.3M | 12,234 | 1.7% |
| CNX Resources Corporation COM(CNX) | COM | 12653C108 | $5.3M | 232,847 | 1.6% |
| Belden Inc COM(BDC) | COM | 077454106 | $5.2M | 53,478 | 1.6% |
| Performance Food Group Co COM(PFGC) | COM | 71377A103 | $4.8M | 82,081 | 1.5% |
| Unumprovident Corp COM(UNM) | COM | 91529Y106 | $4.8M | 96,844 | 1.5% |
| Esab Corporation COM(ESAB) | COM | 29605J106 | $4.8M | 67,649 | 1.5% |
| Lattice Semiconductor Corp COM(LSCC) | COM | 518415104 | $4.2M | 49,434 | 1.3% |
| Facebook Inc CL A(META) | COM | 30303M102 | $4.2M | 13,916 | 1.3% |
| Posco Holdings Inc(PKX) | COM | 693483109 | $4.1M | 39,604 | 1.3% |
| Super Micro Computer Inc COM(SMCIUSD) | COM | 86800U104 | $4.0M | 14,573 | 1.2% |
| Gallagher Arthur J & Co COM(AJG) | COM | 363576109 | $3.9M | 17,069 | 1.2% |
| Nvidia Corp COM(NVDA) | COM | 67066G104 | $3.8M | 8,761 | 1.2% |
| Fair Isaac Corp COM(FICO) | COM | 303250104 | $3.7M | 4,279 | 1.2% |
| UBS Group AG SHS(UBS) | COM | H42097107 | $3.7M | 148,253 | 1.1% |
| Broadcom Inc COM(AVGO) | COM | 11135F101 | $3.6M | 4,353 | 1.1% |
| Mitsubishi UFJ Finl Group Insp(MUFG) | COM | 606822104 | $3.6M | 420,928 | 1.1% |
| Commercial Metals Co COM(CMC) | COM | 201723103 | $3.6M | 71,962 | 1.1% |
| Emcor Group Inc COM(EME) | COM | 29084Q100 | $3.6M | 16,878 | 1.1% |
| Berkshire Hathaway Inc del CL(BRK/B) | COM | 084670702 | $3.3M | 9,382 | 1.0% |
| Aflac Inc COM(AFL) | COM | 001055102 | $3.3M | 42,685 | 1.0% |
| Coty Inc COM CL A(COTY) | COM | 222070203 | $3.3M | 296,868 | 1.0% |
| ABB LTD Sponsored ADR(ABJA) | COM | 000375204 | $3.2M | 90,474 | 1.0% |
| YPF S.A.(YPF) | COM | 984245100 | $3.2M | 262,042 | 1.0% |
| New Oriental ED & Technology G(N1UA) | COM | 647581206 | $3.2M | 54,602 | 1.0% |
| Kla-Tencor Corp COM(KLAC) | COM | 482480100 | $3.1M | 6,735 | 1.0% |
| Luckin Coffee Inc(LKNCY) | COM | 54951L109 | $3.0M | 86,849 | 0.9% |
| Ishares TR S&P 500 VAL ET(IVE) | COM | 464287408 | $3.0M | 19,749 | 0.9% |
| Ishares TR Msci USA QLT F(QUAL) | COM | 46432F339 | $3.0M | 22,951 | 0.9% |
| Banco Bilbao Vizcaya Argentasp(BBVA) | COM | 05946K101 | $3.0M | 372,393 | 0.9% |
| Fomento Economico MEX(FMX) | COM | 344419106 | $2.9M | 26,803 | 0.9% |
| Select Sector Spdr TR SBI Int-(XLI) | COM | 81369Y704 | $2.9M | 28,861 | 0.9% |
| Relx PLC(RELX) | COM | 759530108 | $2.9M | 86,581 | 0.9% |
| Celsius Hldgs Inc COM New(CELH) | COM | 15118V207 | $2.9M | 16,942 | 0.9% |
| Ishares TR S&P 500 Grwt ETF(IVW) | COM | 464287309 | $2.9M | 42,204 | 0.9% |
| Axon Enterprise Inc COM(AXON) | COM | 05464C101 | $2.9M | 14,495 | 0.9% |
| Trane Technologies PLC SHS(TT) | COM | G8994E103 | $2.9M | 14,071 | 0.9% |
| Ishares Inc Msci Eurzone E(EZU) | COM | 464286608 | $2.8M | 67,095 | 0.9% |
| BAE SYS PLC Sponsored ADR(BAESY) | COM | 05523R107 | $2.8M | 57,668 | 0.9% |
| Select Sector Spdr TR SBI Cons(XLY) | COM | 81369Y407 | $2.8M | 17,472 | 0.9% |
| Cemex SAB de CV Spon ADR New(CX) | COM | 151290889 | $2.8M | 428,588 | 0.9% |
| Select Sector Spdr TR Technolo(XLK) | COM | 81369Y803 | $2.7M | 16,742 | 0.9% |
| Ishares TR 1-3 YR TR BD E(SHY) | COM | 464287457 | $2.7M | 33,767 | 0.9% |