| Lilly, ELI and Company(LLY) | COM | 532457108 | $16.7M | 18,462 | 4.3% |
| Nvidia Corp COM(NVDA) | COM | 67066G104 | $12.8M | 103,292 | 3.3% |
| Deckers Outdoor Corp COM(DECK) | COM | 243537107 | $10.6M | 10,954 | 2.8% |
| Novo-Nordisk A S ADR(NVO) | COM | 670100205 | $7.8M | 54,585 | 2.0% |
| Cadence Design System Inc COM(CDNS) | COM | 127387108 | $7.8M | 25,280 | 2.0% |
| Constellation Energy Corp COM(CEG) | COM | 21037T109 | $7.6M | 38,111 | 2.0% |
| Vistra Corp(VST) | COM | 92840M102 | $7.4M | 85,659 | 1.9% |
| Mckesson Corp COM(MCK) | COM | 58155Q103 | $6.8M | 11,709 | 1.8% |
| Broadcom Inc COM(AVGO) | COM | 11135F101 | $6.8M | 4,226 | 1.8% |
| Facebook Inc CL A(META) | COM | 30303M102 | $6.8M | 13,444 | 1.8% |
| Esab Corporation COM(ESAB) | COM | 29605J106 | $6.2M | 65,593 | 1.6% |
| Evercore Partners Inc Class A(EVR) | COM | 29977A105 | $6.2M | 29,516 | 1.6% |
| Fair Isaac Corp COM(FICO) | COM | 303250104 | $6.1M | 4,130 | 1.6% |
| Emcor Group Inc COM(EME) | COM | 29084Q100 | $6.0M | 16,480 | 1.6% |
| Super Micro Computer Inc COM(SMCIUSD) | COM | 86800U104 | $5.9M | 7,224 | 1.5% |
| Transdigm Group Inc COM(TDG) | COM | 893641100 | $5.4M | 4,235 | 1.4% |
| Kla-Tencor Corp COM(KLAC) | COM | 482480100 | $5.4M | 6,489 | 1.4% |
| Performance Food Group Co COM(PFGC) | COM | 71377A103 | $5.3M | 80,140 | 1.4% |
| Quanta Svcs Inc COM(PWR) | COM | 74762E102 | $5.1M | 20,012 | 1.3% |
| YPF S.A.(YPF) | COM | 984245100 | $4.6M | 229,815 | 1.2% |
| Trane Technologies PLC SHS(TT) | COM | G8994E103 | $4.5M | 13,768 | 1.2% |
| Gallagher Arthur J & Co COM(AJG) | COM | 363576109 | $4.3M | 16,674 | 1.1% |
| ABB LTD Sponsored ADR(ABJA) | COM | 000375204 | $4.3M | 77,571 | 1.1% |
| Marathon Pete Corp COM(MPC) | COM | 56585A102 | $4.2M | 24,375 | 1.1% |
| Bellring Brands Inc Common STO(BRBR) | COM | 07831C103 | $4.2M | 73,100 | 1.1% |
| Axon Enterprise Inc COM(AXON) | COM | 05464C101 | $4.1M | 14,053 | 1.1% |
| Medpace Hldgs Inc COM(MEDP) | COM | 58506Q109 | $4.0M | 9,730 | 1.0% |
| Mitsubishi UFJ Finl Group Insp(MUFG) | COM | 606822104 | $3.9M | 360,264 | 1.0% |
| Banco Macro SA Spon ADR B(BMA) | COM | 05961W105 | $3.8M | 66,421 | 1.0% |
| Targa RES Corp COM(TRGP) | COM | 87612G101 | $3.8M | 29,250 | 1.0% |
| New Oriental ED & Technology G(N1UA) | COM | 647581206 | $3.7M | 48,211 | 1.0% |
| UBS Group AG SHS(UBS) | COM | H42097107 | $3.7M | 126,105 | 1.0% |
| Berkshire Hathaway Inc del CL(BRK/B) | COM | 084670702 | $3.7M | 9,064 | 1.0% |
| Aflac Inc COM(AFL) | COM | 001055102 | $3.7M | 41,247 | 1.0% |
| Curtiss Wright Corp COM(CW) | COM | 231561101 | $3.5M | 13,002 | 0.9% |
| Grupo Financiero Galicia S ASP(GGAL) | COM | 399909100 | $3.5M | 114,364 | 0.9% |
| Grainger W W Inc COM(GWW) | COM | 384802104 | $3.4M | 3,782 | 0.9% |
| BAE SYS PLC Sponsored ADR(BAESY) | COM | 05523R107 | $3.4M | 50,920 | 0.9% |
| Terex Corp New COM(TEX) | COM | 880779103 | $3.4M | 61,309 | 0.9% |
| Embraer S A SP ADR REP 4(EMBJ) | COM | 29082A107 | $3.3M | 129,389 | 0.9% |
| Palo Alto Networks Inc COM(PANW) | COM | 697435105 | $3.3M | 9,790 | 0.9% |
| Relx PLC(RELX) | COM | 759530108 | $3.3M | 72,228 | 0.9% |
| Banco Bilbao Vizcaya Argentasp(BBVA) | COM | 05946K101 | $3.2M | 323,588 | 0.8% |
| Ishares TR S&P 500 Grwt ETF(IVW) | COM | 464287309 | $3.2M | 34,742 | 0.8% |
| Ishares TR Msci USA QLT F(QUAL) | COM | 46432F339 | $3.2M | 18,697 | 0.8% |
| Westlake Chem Corp COM(WLK) | COM | 960413102 | $3.2M | 21,992 | 0.8% |
| ASE Technology Hldg Co LTD SPO(ASX) | COM | 00215W100 | $3.2M | 278,838 | 0.8% |
| SAP SE Spon ADR(SAP) | COM | 803054204 | $3.1M | 15,472 | 0.8% |
| Harmony Gold MNG LTD Sponsored(HAM) | COM | 413216300 | $3.1M | 338,038 | 0.8% |
| Builders Firstsource Inc COM(BLDR) | COM | 12008R107 | $3.1M | 22,390 | 0.8% |