| Lilly, ELI and Company(LLY) | COM | 532457108 | $9.2M | 15,788 | 2.8% |
| Builders Firstsource Inc COM(BLDR) | COM | 12008R107 | $8.1M | 48,277 | 2.5% |
| Nvidia Corp COM(NVDA) | COM | 67066G104 | $7.4M | 14,876 | 2.2% |
| Cadence Design System Inc COM(CDNS) | COM | 127387108 | $6.9M | 25,192 | 2.1% |
| Novo-Nordisk A S ADR(NVO) | COM | 670100205 | $6.2M | 59,769 | 1.9% |
| Esab Corporation COM(ESAB) | COM | 29605J106 | $5.7M | 65,753 | 1.7% |
| Performance Food Group Co COM(PFGC) | COM | 71377A103 | $5.5M | 79,670 | 1.7% |
| Mckesson Corp COM(MCK) | COM | 58155Q103 | $5.4M | 11,724 | 1.7% |
| CNX Resources Corporation COM(CNX) | COM | 12653C108 | $5.2M | 257,833 | 1.6% |
| Deckers Outdoor Corp COM(DECK) | COM | 243537107 | $4.9M | 7,327 | 1.5% |
| Fair Isaac Corp COM(FICO) | COM | 303250104 | $4.8M | 4,125 | 1.5% |
| Facebook Inc CL A(META) | COM | 30303M102 | $4.8M | 13,502 | 1.5% |
| Broadcom Inc COM(AVGO) | COM | 11135F101 | $4.8M | 4,256 | 1.4% |
| Qualys Inc COM(QLYS) | COM | 74758T303 | $4.5M | 22,696 | 1.4% |
| Quanta Svcs Inc COM(PWR) | COM | 74762E102 | $4.5M | 20,632 | 1.4% |
| Kinsale Cap Group Inc COM(KNSL) | COM | 49714P108 | $4.3M | 12,907 | 1.3% |
| Transdigm Group Inc COM(TDG) | COM | 893641100 | $4.3M | 4,203 | 1.3% |
| UBS Group AG SHS(UBS) | COM | H42097107 | $4.3M | 137,578 | 1.3% |
| Unumprovident Corp COM(UNM) | COM | 91529Y106 | $4.2M | 93,524 | 1.3% |
| YPF S.A.(YPF) | COM | 984245100 | $4.2M | 244,156 | 1.3% |
| Bellring Brands Inc Common STO(BRBR) | COM | 07831C103 | $3.8M | 69,288 | 1.2% |
| Kla-Tencor Corp COM(KLAC) | COM | 482480100 | $3.8M | 6,555 | 1.2% |
| Super Micro Computer Inc COM(SMCIUSD) | COM | 86800U104 | $3.8M | 13,309 | 1.2% |
| ABB LTD Sponsored ADR(ABJA) | COM | 000375204 | $3.7M | 84,235 | 1.1% |
| New Oriental ED & Technology G(N1UA) | COM | 647581206 | $3.7M | 50,836 | 1.1% |
| Gallagher Arthur J & Co COM(AJG) | COM | 363576109 | $3.7M | 16,551 | 1.1% |
| Terex Corp New COM(TEX) | COM | 880779103 | $3.7M | 63,841 | 1.1% |
| Axon Enterprise Inc COM(AXON) | COM | 05464C101 | $3.6M | 14,039 | 1.1% |
| Emcor Group Inc COM(EME) | COM | 29084Q100 | $3.5M | 16,374 | 1.1% |
| Posco Holdings Inc(PKX) | COM | 693483109 | $3.5M | 36,791 | 1.1% |
| Aflac Inc COM(AFL) | COM | 001055102 | $3.4M | 41,212 | 1.0% |
| Mitsubishi UFJ Finl Group Insp(MUFG) | COM | 606822104 | $3.4M | 389,837 | 1.0% |
| Trane Technologies PLC SHS(TT) | COM | G8994E103 | $3.3M | 13,669 | 1.0% |
| Pampa Energia S A Spons ADR LV(PAM) | COM | 697660207 | $3.3M | 66,645 | 1.0% |
| Fomento Economico MEX(FMX) | COM | 344419106 | $3.2M | 24,921 | 1.0% |
| Ishares TR S&P 500 VAL ET(IVE) | COM | 464287408 | $3.2M | 18,637 | 1.0% |
| Berkshire Hathaway Inc del CL(BRK/B) | COM | 084670702 | $3.2M | 9,059 | 1.0% |
| Ishares TR Msci USA QLT F(QUAL) | COM | 46432F339 | $3.2M | 21,796 | 1.0% |
| Relx PLC(RELX) | COM | 759530108 | $3.2M | 80,316 | 1.0% |
| Banco Bilbao Vizcaya Argentasp(BBVA) | COM | 05946K101 | $3.2M | 346,156 | 1.0% |
| Select Sector Spdr TR SBI Int-(XLI) | COM | 81369Y704 | $3.1M | 27,385 | 0.9% |
| Grainger W W Inc COM(GWW) | COM | 384802104 | $3.1M | 3,737 | 0.9% |
| Cemex SAB de CV Spon ADR New(CX) | COM | 151290889 | $3.1M | 399,433 | 0.9% |
| Select Sector Spdr TR Technolo(XLK) | COM | 81369Y803 | $3.1M | 15,929 | 0.9% |
| BAE SYS PLC Sponsored ADR(BAESY) | COM | 05523R107 | $3.0M | 53,595 | 0.9% |
| Ishares TR S&P 500 Grwt ETF(IVW) | COM | 464287309 | $3.0M | 40,426 | 0.9% |
| Select Sector Spdr TR SBI Cons(XLY) | COM | 81369Y407 | $3.0M | 16,641 | 0.9% |
| Medpace Hldgs Inc COM(MEDP) | COM | 58506Q109 | $2.9M | 9,602 | 0.9% |
| Curtiss Wright Corp COM(CW) | COM | 231561101 | $2.9M | 12,977 | 0.9% |
| ASE Technology Hldg Co LTD SPO(ASX) | COM | 00215W100 | $2.8M | 299,613 | 0.9% |