| Lilly, ELI and Company(LLY) | COM | 532457108 | $14.4M | 18,460 | 3.7% |
| Nvidia Corp COM(NVDA) | COM | 67066G104 | $13.8M | 15,319 | 3.6% |
| Deckers Outdoor Corp COM(DECK) | COM | 243537107 | $10.2M | 10,856 | 2.7% |
| Builders Firstsource Inc COM(BLDR) | COM | 12008R107 | $10.0M | 47,950 | 2.6% |
| Cadence Design System Inc COM(CDNS) | COM | 127387108 | $7.9M | 25,277 | 2.1% |
| Novo-Nordisk A S ADR(NVO) | COM | 670100205 | $7.2M | 56,435 | 1.9% |
| Super Micro Computer Inc COM(SMCIUSD) | COM | 86800U104 | $7.2M | 7,134 | 1.9% |
| Esab Corporation COM(ESAB) | COM | 29605J106 | $7.2M | 64,919 | 1.9% |
| Facebook Inc CL A(META) | COM | 30303M102 | $6.5M | 13,285 | 1.7% |
| Mckesson Corp COM(MCK) | COM | 58155Q103 | $6.3M | 11,682 | 1.6% |
| Performance Food Group Co COM(PFGC) | COM | 71377A103 | $6.0M | 80,013 | 1.6% |
| Emcor Group Inc COM(EME) | COM | 29084Q100 | $5.8M | 16,509 | 1.5% |
| Broadcom Inc COM(AVGO) | COM | 11135F101 | $5.7M | 4,308 | 1.5% |
| Evercore Partners Inc Class A(EVR) | COM | 29977A105 | $5.6M | 29,141 | 1.5% |
| Quanta Svcs Inc COM(PWR) | COM | 74762E102 | $5.2M | 20,025 | 1.4% |
| Transdigm Group Inc COM(TDG) | COM | 893641100 | $5.2M | 4,195 | 1.3% |
| Fair Isaac Corp COM(FICO) | COM | 303250104 | $5.1M | 4,118 | 1.3% |
| Kla-Tencor Corp COM(KLAC) | COM | 482480100 | $4.6M | 6,622 | 1.2% |
| YPF S.A.(YPF) | COM | 984245100 | $4.6M | 232,764 | 1.2% |
| Axon Enterprise Inc COM(AXON) | COM | 05464C101 | $4.4M | 14,014 | 1.1% |
| Bellring Brands Inc Common STO(BRBR) | COM | 07831C103 | $4.3M | 72,153 | 1.1% |
| New Oriental ED & Technology G(N1UA) | COM | 647581206 | $4.2M | 48,731 | 1.1% |
| Gallagher Arthur J & Co COM(AJG) | COM | 363576109 | $4.2M | 16,706 | 1.1% |
| Celsius Hldgs Inc COM New(CELH) | COM | 15118V207 | $4.1M | 49,931 | 1.1% |
| Trane Technologies PLC SHS(TT) | COM | G8994E103 | $4.1M | 13,790 | 1.1% |
| Palo Alto Networks Inc COM(PANW) | COM | 697435105 | $4.1M | 14,366 | 1.1% |
| UBS Group AG SHS(UBS) | COM | H42097107 | $3.9M | 128,274 | 1.0% |
| Terex Corp New COM(TEX) | COM | 880779103 | $3.9M | 61,123 | 1.0% |
| Medpace Hldgs Inc COM(MEDP) | COM | 58506Q109 | $3.9M | 9,738 | 1.0% |
| Banco Bilbao Vizcaya Argentasp(BBVA) | COM | 05946K101 | $3.9M | 327,493 | 1.0% |
| Grainger W W Inc COM(GWW) | COM | 384802104 | $3.8M | 3,777 | 1.0% |
| Berkshire Hathaway Inc del CL(BRK/B) | COM | 084670702 | $3.8M | 9,040 | 1.0% |
| Mitsubishi UFJ Finl Group Insp(MUFG) | COM | 606822104 | $3.7M | 365,916 | 1.0% |
| ABB LTD Sponsored ADR(ABJA) | COM | 000375204 | $3.7M | 78,992 | 1.0% |
| BAE SYS PLC Sponsored ADR(BAESY) | COM | 05523R107 | $3.5M | 51,790 | 0.9% |
| Aflac Inc COM(AFL) | COM | 001055102 | $3.5M | 41,164 | 0.9% |
| Embraer S A SP ADR(EMBJ) | COM | 29082A107 | $3.5M | 131,316 | 0.9% |
| Cemex SAB de CV Spon ADR New(CX) | COM | 151290889 | $3.5M | 386,600 | 0.9% |
| Steel Dynamics Inc COM(STLD) | COM | 858119100 | $3.5M | 23,455 | 0.9% |
| Celanese Corp del COM SER A(CE) | COM | 150870103 | $3.4M | 20,038 | 0.9% |
| Taylor Morrison Home Corp CL A(TMHC) | COM | 87724P106 | $3.4M | 55,158 | 0.9% |
| Curtiss Wright Corp COM(CW) | COM | 231561101 | $3.3M | 12,955 | 0.9% |
| Targa RES Corp COM(TRGP) | COM | 87612G101 | $3.3M | 29,353 | 0.9% |
| Banco Macro SA Spon ADR B(BMA) | COM | 05961W105 | $3.2M | 67,147 | 0.8% |
| Tokyo Electron LTD ADR(TOELY) | COM | 889110102 | $3.2M | 24,684 | 0.8% |
| Relx PLC(RELX) | COM | 759530108 | $3.2M | 73,870 | 0.8% |
| Tempur Sealy Intl Inc COM(SGI) | COM | 88023U101 | $3.2M | 55,509 | 0.8% |
| ASE Technology Hldg Co LTD SPO(ASX) | COM | 00215W100 | $3.1M | 282,767 | 0.8% |
| Ishares TR Msci USA QLT F(QUAL) | COM | 46432F339 | $3.1M | 18,884 | 0.8% |
| Ishares TR 7-10 Y TR BD E(IEF) | COM | 464287440 | $3.1M | 32,775 | 0.8% |