| Nvidia Corp COM(NVDA) | COM | 67066G104 | $12.0M | 110,570 | 3.1% |
| Gallagher Arthur J & Co COM(AJG) | COM | 363576109 | $10.5M | 30,341 | 2.7% |
| Sprouts Fmrs MKT Inc COM(SFM) | COM | 85208M102 | $10.3M | 67,185 | 2.6% |
| Targa RES Corp COM(TRGP) | COM | 87612G101 | $9.6M | 47,966 | 2.4% |
| Palantir Technologies Inc CL A(PLTR) | COM | 69608A108 | $8.4M | 99,277 | 2.1% |
| Constellation Energy Corp COM(CEG) | COM | 21037T109 | $8.3M | 41,099 | 2.1% |
| Facebook Inc CL A(META) | COM | 30303M102 | $7.7M | 13,350 | 2.0% |
| Bank New York Mellon Corp COM(BK) | COM | 064058100 | $7.3M | 86,731 | 1.9% |
| GE Vernova LLC COM(GEV) | COM | 36828A101 | $7.2M | 23,433 | 1.8% |
| Evercore Partners Inc Class A(EVR) | COM | 29977A105 | $7.0M | 34,927 | 1.8% |
| Louisiana PAC Corp COM(LPX) | COM | 546347105 | $6.2M | 67,543 | 1.6% |
| DT Midstream Inc Common Stock(DTM) | COM | 23345M107 | $5.9M | 61,580 | 1.5% |
| Quanta Svcs Inc COM(PWR) | COM | 74762E102 | $5.9M | 23,302 | 1.5% |
| NRG Energy Inc COM New(NRG) | COM | 629377508 | $5.9M | 61,948 | 1.5% |
| Jones Lang Lasalle Inc COM(JLL) | COM | 48020Q107 | $5.8M | 23,583 | 1.5% |
| Vistra Corp(VST) | COM | 92840M102 | $5.7M | 48,721 | 1.5% |
| Trane Technologies PLC SHS(TT) | COM | G8994E103 | $5.4M | 16,086 | 1.4% |
| Esab Corporation COM(ESAB) | COM | 29605J106 | $5.4M | 46,055 | 1.4% |
| Axon Enterprise Inc COM(AXON) | COM | 05464C101 | $5.1M | 9,753 | 1.3% |
| Fair Isaac Corp COM(FICO) | COM | 303250104 | $5.0M | 2,685 | 1.3% |
| Berkshire Hathaway Inc del CL(BRK/B) | COM | 084670702 | $4.9M | 9,129 | 1.2% |
| Grupo Financiero Galicia S ASP(GGAL) | COM | 399909100 | $4.8M | 88,053 | 1.2% |
| Embraer S A SP(EMBJ) | COM | 29082A107 | $4.7M | 102,556 | 1.2% |
| Aflac Inc COM(AFL) | COM | 001055102 | $4.7M | 42,116 | 1.2% |
| Brown & Brown Inc COM(BRO) | COM | 115236101 | $4.6M | 37,306 | 1.2% |
| Broadcom Inc COM(AVGO) | COM | 11135F101 | $4.6M | 27,258 | 1.2% |
| Transdigm Group Inc COM(TDG) | COM | 893641100 | $4.6M | 3,290 | 1.2% |
| Verona Pharma PLC Sponsored AD(VRNA) | COM | 925050106 | $4.5M | 70,671 | 1.1% |
| Grainger W W Inc COM(GWW) | COM | 384802104 | $4.4M | 4,459 | 1.1% |
| Emcor Group Inc COM(EME) | COM | 29084Q100 | $4.4M | 11,797 | 1.1% |
| Amphenol Corp New CL A(APH) | COM | 032095101 | $4.2M | 64,630 | 1.1% |
| Curtiss Wright Corp COM(CW) | COM | 231561101 | $4.2M | 13,104 | 1.1% |
| YPF Sociedad Anonima Yacimiesp(YPF) | COM | 984245100 | $4.1M | 117,843 | 1.1% |
| Qifu Technology Inc American D(QFIN) | COM | 88557W101 | $4.1M | 91,135 | 1.0% |
| United Contl Hldgs Inc COM(UAL) | COM | 910047109 | $4.0M | 57,601 | 1.0% |
| Philip Morris Intl Inc COM(PM) | COM | 718172109 | $4.0M | 24,976 | 1.0% |
| Banco Macro SA Spon ADR B(BMA) | COM | 05961W105 | $4.0M | 52,434 | 1.0% |
| Houlihan Lokey Inc CL A(HLI) | COM | 441593100 | $3.9M | 24,442 | 1.0% |
| Royal Caribbean Cruises LTD Co(RCL) | COM | V7780T103 | $3.9M | 19,162 | 1.0% |
| Bellring Brands Inc Common STO(BRBR) | COM | 07831C103 | $3.8M | 51,568 | 1.0% |
| Harmony Gold MNG LTD Sponsored(HAM) | COM | 413216300 | $3.8M | 259,929 | 1.0% |
| Mitsubishi UFJ Finl Group Insp(MUFG) | COM | 606822104 | $3.8M | 278,256 | 1.0% |
| Pampa Energia S A Spons ADR LV(PAM) | COM | 697660207 | $3.8M | 48,768 | 1.0% |
| Moodys Corp COM(MCO) | COM | 615369105 | $3.5M | 7,491 | 0.9% |
| RPM Inc Ohio(RPM) | COM | 749685103 | $3.4M | 29,683 | 0.9% |
| Banco Bilbao Vizcaya Argentasp(BBVA) | COM | 05946K101 | $3.4M | 252,014 | 0.9% |
| Oneok Inc New COM(OKE) | COM | 682680103 | $3.4M | 34,554 | 0.9% |
| News Corp New CL B(NWS) | COM | 65249B208 | $3.4M | 112,409 | 0.9% |
| Palo Alto Networks Inc COM(PANW) | COM | 697435105 | $3.2M | 19,000 | 0.8% |
| SAP SE Spon ADR(SAP) | COM | 803054204 | $3.2M | 12,076 | 0.8% |