| Nvidia Corp COM(NVDA) | COM | 67066G104 | $14.3M | 106,200 | 3.4% |
| Lilly, ELI and Company(LLY) | COM | 532457108 | $12.8M | 16,569 | 3.1% |
| Evercore Partners Inc Class A(EVR) | COM | 29977A105 | $12.1M | 43,822 | 2.9% |
| Deckers Outdoor Corp COM(DECK) | COM | 243537107 | $10.4M | 51,342 | 2.5% |
| Constellation Energy Corp COM(CEG) | COM | 21037T109 | $8.8M | 39,404 | 2.1% |
| Axon Enterprise Inc COM(AXON) | COM | 05464C101 | $8.3M | 14,041 | 2.0% |
| Sprouts Fmrs MKT Inc COM(SFM) | COM | 85208M102 | $8.2M | 64,416 | 2.0% |
| Targa RES Corp COM(TRGP) | COM | 87612G101 | $8.0M | 45,047 | 1.9% |
| Facebook Inc CL A(META) | COM | 30303M102 | $7.8M | 13,246 | 1.9% |
| Louisiana PAC Corp COM(LPX) | COM | 546347105 | $7.3M | 70,787 | 1.7% |
| GE Vernova LLC COM(GEV) | COM | 36828A101 | $7.1M | 21,664 | 1.7% |
| Quanta Svcs Inc COM(PWR) | COM | 74762E102 | $6.8M | 21,468 | 1.6% |
| Vistra Corp(VST) | COM | 92840M102 | $6.6M | 48,114 | 1.6% |
| Bank New York Mellon Corp COM(BK) | COM | 064058100 | $6.5M | 84,761 | 1.6% |
| Grupo Financiero Galicia S ASP(GGAL) | COM | 399909100 | $6.1M | 98,587 | 1.5% |
| DT Midstream Inc Common Stock(DTM) | COM | 23345M107 | $6.0M | 60,400 | 1.4% |
| Broadcom Inc COM(AVGO) | COM | 11135F101 | $5.9M | 25,582 | 1.4% |
| Jones Lang Lasalle Inc COM(JLL) | COM | 48020Q107 | $5.9M | 23,159 | 1.4% |
| Banco Macro SA Spon ADR B(BMA) | COM | 05961W105 | $5.7M | 58,458 | 1.3% |
| Aflac Inc COM(AFL) | COM | 001055102 | $5.6M | 54,221 | 1.3% |
| NRG Energy Inc COM New(NRG) | COM | 629377508 | $5.6M | 61,708 | 1.3% |
| YPF Sociedad Anonima Yacimiesp(YPF) | COM | 984245100 | $5.6M | 130,954 | 1.3% |
| Trane Technologies PLC SHS(TT) | COM | G8994E103 | $5.5M | 14,776 | 1.3% |
| KKR & Co Inc(KKR) | COM | 48251W104 | $5.4M | 36,711 | 1.3% |
| Esab Corporation COM(ESAB) | COM | 29605J106 | $5.4M | 45,098 | 1.3% |
| Fair Isaac Corp COM(FICO) | COM | 303250104 | $5.4M | 2,688 | 1.3% |
| Gallagher Arthur J & Co COM(AJG) | COM | 363576109 | $5.1M | 17,928 | 1.2% |
| Emcor Group Inc COM(EME) | COM | 29084Q100 | $4.9M | 10,813 | 1.2% |
| Pampa Energia S A Spons ADR LV(PAM) | COM | 697660207 | $4.8M | 54,189 | 1.1% |
| Curtiss Wright Corp COM(CW) | COM | 231561101 | $4.6M | 12,965 | 1.1% |
| Grainger W W Inc COM(GWW) | COM | 384802104 | $4.3M | 4,090 | 1.0% |
| Royal Caribbean Cruises LTD Co(RCL) | COM | V7780T103 | $4.2M | 18,297 | 1.0% |
| Embraer S A(EMBJ) | COM | 29082A107 | $4.2M | 114,810 | 1.0% |
| Berkshire Hathaway Inc del CL(BRK/B) | COM | 084670702 | $4.1M | 8,946 | 1.0% |
| Qifu Technology Inc American D(QFIN) | COM | 88557W101 | $4.0M | 102,906 | 0.9% |
| Houlihan Lokey Inc CL A(HLI) | COM | 441593100 | $3.9M | 22,398 | 0.9% |
| Leidos Hldgs Inc COM(LDOS) | COM | 525327102 | $3.8M | 26,709 | 0.9% |
| Transdigm Group Inc COM(TDG) | COM | 893641100 | $3.8M | 3,021 | 0.9% |
| Bellring Brands Inc Common STO(BRBR) | COM | 07831C103 | $3.8M | 50,429 | 0.9% |
| Oneok Inc New COM(OKE) | COM | 682680103 | $3.8M | 37,433 | 0.9% |
| Taylor Morrison Home Corp CL A(TMHC) | COM | 87724P106 | $3.7M | 60,160 | 0.9% |
| Mitsubishi UFJ Finl Group Insp(MUFG) | COM | 606822104 | $3.7M | 313,307 | 0.9% |
| ABB LTD Sponsored ADR(ABJA) | COM | 000375204 | $3.7M | 67,740 | 0.9% |
| Verona Pharma PLC Sponsored AD(VRNA) | COM | 925050106 | $3.7M | 78,646 | 0.9% |
| Palo Alto Networks Inc COM(PANW) | COM | 697435105 | $3.6M | 19,766 | 0.9% |
| Moodys Corp COM(MCO) | COM | 615369105 | $3.5M | 7,385 | 0.8% |
| Brown & Brown Inc COM(BRO) | COM | 115236101 | $3.5M | 34,135 | 0.8% |
| Arista Networks Inc COM SHS(ANET) | COM | 040413205 | $3.4M | 30,804 | 0.8% |
| RPM Inc Ohio(RPM) | COM | 749685103 | $3.4M | 27,287 | 0.8% |
| UBS Group AG SHS(UBS) | COM | H42097107 | $3.3M | 110,330 | 0.8% |