| Caesars Entertainment Inc New COM(CZR) | Stock | 12769G100 | $263.0K | 3,400 | 1.2% |
| Boston Scientific Corp COM(BSX) | Stock | 101137107 | $293.0K | 6,614 | 1.3% |
| Cummins Inc COM(CMI) | Stock | 231021106 | $313.0K | 1,526 | 1.4% |
| Centene Corp del COM(CNC) | Stock | 15135B101 | $331.0K | 3,929 | 1.5% |
| Darden Restaurants Inc COM(DRI) | Stock | 237194105 | $379.0K | 2,852 | 1.7% |
| Constellation Brands Inc CL A(STZ) | Stock | 21036P108 | $387.0K | 1,678 | 1.7% |
| Corning Inc COM(GLW) | Stock | 219350105 | $427.0K | 11,565 | 1.9% |
| Airbnb Inc COM CL A(ABNB) | Stock | 009066101 | $497.0K | 2,891 | 2.2% |
| D R Horton Inc COM(DHI) | Stock | 23331A109 | $599.0K | 8,034 | 2.7% |
| Alibaba Group Hldg LTD Sponsored ADS(BABA) | ADR | 01609W102 | $678.0K | 6,228 | 3.0% |
| Conocophillips COM(COP) | Stock | 20825C104 | $720.0K | 7,200 | 3.2% |
| Advanced Micro Devices Inc COM(AMD) | Stock | 007903107 | $732.0K | 6,696 | 3.3% |
| Adobe Systems Incorporated COM(ADBE) | Stock | 00724F101 | $938.0K | 2,059 | 4.2% |
| Cisco SYS Inc COM(CSCO) | Stock | 17275R102 | $1.5M | 27,554 | 6.8% |
| Crown Castle Intl Corp New COM(CCI) | REIT | 22822V101 | $1.8M | 9,951 | 8.2% |
| Boeing Co COM(BA) | Stock | 097023105 | $2.0M | 10,346 | 8.8% |
| Costco Whsl Corp New COM(COST) | Stock | 22160K105 | $2.2M | 3,741 | 9.6% |
| Abbvie Inc COM(ABBV) | Stock | 00287Y109 | $3.9M | 23,783 | 17.2% |