| Palantir Technologies Inc CL A(PLTR) | COM | 69608A108 | $17.3M | 94,638 | 3.9% |
| Nvidia Corp COM(NVDA) | COM | 67066G104 | $17.0M | 91,147 | 3.8% |
| Amphenol Corp New CL A(APH) | COM | 032095101 | $15.6M | 125,858 | 3.5% |
| NRG Energy Inc COM New(NRG) | COM | 629377508 | $15.3M | 94,201 | 3.4% |
| Vistra Corp(VST) | COM | 92840M102 | $13.8M | 70,598 | 3.1% |
| Newmont MNG Corp(NEM) | COM | 651639106 | $11.8M | 140,345 | 2.6% |
| Broadcom Inc COM(AVGO) | COM | 11135F101 | $11.6M | 35,152 | 2.6% |
| GE Vernova LLC COM(GEV) | COM | 36828A101 | $10.0M | 16,263 | 2.2% |
| Facebook Inc CL A(META) | COM | 30303M102 | $9.8M | 13,304 | 2.2% |
| Bank New York Mellon Corp COM(BK) | COM | 064058100 | $9.6M | 87,688 | 2.1% |
| Curtiss Wright Corp COM(CW) | COM | 231561101 | $9.3M | 17,217 | 2.1% |
| Carpenter Technology Corp COM(CRS) | COM | 144285103 | $9.3M | 37,796 | 2.1% |
| Royal Caribbean Cruises LTD Co(RCL) | COM | V7780T103 | $9.1M | 28,014 | 2.0% |
| Netflix Inc COM(NFLX) | COM | 64110L106 | $8.6M | 7,149 | 1.9% |
| Emcor Group Inc COM(EME) | COM | 29084Q100 | $8.4M | 12,953 | 1.9% |
| Wells Fargo & Co New COM(WFC) | COM | 949746101 | $8.0M | 95,138 | 1.8% |
| MP Materials Corp(MP) | COM | 553368101 | $7.9M | 118,252 | 1.8% |
| Trane Technologies PLC SHS(TT) | COM | G8994E103 | $7.4M | 17,577 | 1.7% |
| DT Midstream Inc Common Stock(DTM) | COM | 23345M107 | $7.2M | 63,636 | 1.6% |
| Axon Enterprise Inc COM(AXON) | COM | 05464C101 | $6.6M | 9,231 | 1.5% |
| Comfort SYS USA Inc COM(FIX) | COM | 199908104 | $6.6M | 7,946 | 1.5% |
| Tempur Sealy Intl Inc COM(SGI) | COM | 88023U101 | $6.2M | 73,269 | 1.4% |
| Doordash Inc CL A(DASH) | COM | 25809K105 | $5.7M | 21,077 | 1.3% |
| Constellation Energy Corp COM(CEG) | COM | 21037T109 | $5.5M | 16,833 | 1.2% |
| Ebay Inc COM(EBAY) | COM | 278642103 | $5.5M | 60,873 | 1.2% |
| Houlihan Lokey Inc CL A(HLI) | COM | 441593100 | $5.5M | 26,869 | 1.2% |
| Medpace Hldgs Inc COM(MEDP) | COM | 58506Q109 | $5.1M | 9,885 | 1.1% |
| I B M(IBM) | COM | 459200101 | $5.1M | 17,945 | 1.1% |
| Mastercard Inc CL A(MA) | COM | 57636Q104 | $4.8M | 8,486 | 1.1% |
| Intuit COM(INTU) | COM | 461202103 | $4.8M | 7,020 | 1.1% |
| Goldman Sachs Group Inc COM(GS) | COM | 38141G104 | $4.6M | 5,823 | 1.0% |
| Cardinal Health Inc COM(CAH) | COM | 14149Y108 | $4.6M | 29,318 | 1.0% |
| United Contl Hldgs Inc COM(UAL) | COM | 910047109 | $4.5M | 46,523 | 1.0% |
| Evercore Partners Inc Class A(EVR) | COM | 29977A105 | $4.5M | 13,243 | 1.0% |
| Philip Morris Intl Inc COM(PM) | COM | 718172109 | $4.3M | 26,748 | 1.0% |
| Palo Alto Networks Inc COM(PANW) | COM | 697435105 | $4.2M | 20,486 | 0.9% |
| Mosaic Co New COM(MOS) | COM | 61945C103 | $4.2M | 120,253 | 0.9% |
| Disney Walt Prodtns(DIS) | COM | 254687106 | $4.2M | 36,296 | 0.9% |
| News Corp New CL B(NWS) | COM | 65249B208 | $3.9M | 112,308 | 0.9% |
| Howmet Aerospace Inc COM(HWM) | COM | 443201108 | $3.8M | 19,482 | 0.9% |
| Moodys Corp COM(MCO) | COM | 615369105 | $3.6M | 7,579 | 0.8% |
| Embraer S A SP ADR REP(EMBJ) | COM | 29082A107 | $3.4M | 56,846 | 0.8% |
| Spdr Gold Trust Gold SHS(GLD) | COM | 78463V107 | $3.4M | 9,549 | 0.8% |
| Ishares TR 7-10 Y TR BD E(IEF) | COM | 464287440 | $3.4M | 34,775 | 0.8% |
| Invesco DB Precious Metals FUN(DBP) | COM | 46140H502 | $3.3M | 37,355 | 0.7% |
| Ishares Silver Trust Ishares(SLV) | COM | 46428Q109 | $3.3M | 77,375 | 0.7% |
| Select Sector Spdr TR SBI Int-(XLI) | COM | 81369Y704 | $3.3M | 21,245 | 0.7% |
| Ishares Inc Msci Eurzone E(EZU) | COM | 464286608 | $3.1M | 49,716 | 0.7% |
| Ishares TR S&P 500 Grwt ETF(IVW) | COM | 464287309 | $3.0M | 24,877 | 0.7% |
| Ishares TR USA Momentum F(MTUM) | COM | 46432F396 | $3.0M | 11,620 | 0.7% |