| Adobe Inc.(ADBE) | COM | 00724F101 | $1.5M | 3,065 | 12.1% |
| Akamai Technologies Inc.(AKAM) | COM | 00971T101 | $830.0K | 8,145 | 6.9% |
| Crown Castle International Corp. REIT(CCI) | REIT | 22822V101 | $799.0K | 4,644 | 6.6% |
| Consolidated Edison Inc.(ED) | COM | 209115104 | $773.0K | 10,332 | 6.4% |
| Cisco Systems Inc.(CSCO) | COM | 17275R102 | $761.0K | 14,721 | 6.3% |
| Bio-Rad Laboratories Inc.(BIO) | COM | 090572207 | $676.0K | 1,184 | 5.6% |
| CubeSmart REIT(CUBE) | REIT | 229663109 | $644.0K | 17,016 | 5.3% |
| Corteva Inc.(CTVA) | COM | 22052L104 | $642.0K | 13,766 | 5.3% |
| Cbre Group Inc.(CBRE) | COM | 12504L109 | $610.0K | 7,715 | 5.0% |
| Autodesk Inc.(ADSK) | COM | 052769106 | $597.0K | 2,155 | 4.9% |
| Alnylam Pharmaceuticals Inc.(ALNY) | COM | 02043Q107 | $583.0K | 4,132 | 4.8% |
| Cloudflare Inc.(NET) | COM | 18915M107 | $572.0K | 8,148 | 4.7% |
| The Boston Beer Co. Inc.(SAM) | COM | 100557107 | $490.0K | 406 | 4.1% |
| Cadence Design Systems Inc.(CDNS) | COM | 127387108 | $450.0K | 3,282 | 3.7% |
| AbbVie Inc.(ABBV) | COM | 00287Y109 | $355.0K | 3,281 | 2.9% |
| Cummins Inc.(CMI) | COM | 231021106 | $279.0K | 1,076 | 2.3% |
| DR Horton Inc.(DHI) | COM | 23331A109 | $242.0K | 2,710 | 2.0% |
| Advanced Micro Devices Inc.(AMD) | COM | 007903107 | $179.0K | 2,281 | 1.5% |
| Spdr S&P Technology Select Sector ETF(XLK) | ETF | 81369Y803 | $173.8K | 1,308,655 | 1.4% |
| Centene Corp.(CNC) | COM | 15135B101 | $142.0K | 2,222 | 1.2% |
| Costco Wholesale Corp.(COST) | COM | 22160K105 | $141.0K | 401 | 1.2% |
| Communication Services Select Sector Spdr Fund(XLC) | ETF | 81369Y852 | $97.0K | 1,322,663 | 0.8% |
| Health Care Select Sector Spdr ETF(XLV) | ETF | 81369Y209 | $96.7K | 828,632 | 0.8% |
| Financial Select Sector Spdr ETF(XLF) | ETF | 81369Y605 | $85.9K | 2,523,413 | 0.7% |
| Consumer Staples Select Sector Spdr ETF(XLP) | ETF | 81369Y308 | $66.8K | 978,207 | 0.6% |
| ConocoPhillips(COP) | COM | 20825C104 | $43.0K | 804 | 0.4% |
| Spdr S&P Consumer Discretionary Select Sector ETF(XLY) | ETF | 81369Y407 | $42.1K | 250,533 | 0.3% |
| Industrial Select Sector Spdr ETF(XLI) | ETF | 81369Y704 | $36.3K | 368,654 | 0.3% |
| Materials Select Sector Spdr ETF(XLB) | ETF | 81369Y100 | $17.3K | 220,093 | 0.1% |
| Utilities Select Sector Spdr ETF(XLU) | ETF | 81369Y886 | $17.0K | 265,516 | 0.1% |
| Real Estate Select Sector Spdr ETF(XLRE) | ETF | 81369Y860 | $6.5K | 163,792 | 0.1% |
| Spdr S&P Energy Select Sector ETF(XLE) | ETF | 81369Y506 | $6.2K | 125,958 | 0.1% |
| Microsoft Corp.(MSFT) | COM | 594918104 | $3.6K | 15,391 | 0.0% |
| Apple Inc.(AAPL) | COM | 037833100 | $3.4K | 27,706 | 0.0% |
| Amazon.com Inc.(AMZN) | COM | 023135106 | $3.0K | 982 | 0.0% |
| Texas Instruments Inc.(TXN) | COM | 882508104 | $1.5K | 7,904 | 0.0% |
| McDonald's Corp.(MCD) | COM | 580135101 | $1.5K | 6,497 | 0.0% |
| Oracle Corp.(ORCL) | COM | 68389X105 | $1.4K | 19,326 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $1.3K | 8,124 | 0.0% |
| Facebook Inc.(META) | COM | 30303M102 | $1.3K | 4,260 | 0.0% |
| The Progressive Corp.(PGR) | COM | 743315103 | $1.2K | 12,752 | 0.0% |
| Target Corp.(TGT) | COM | 87612E106 | $1.2K | 6,065 | 0.0% |
| The Kroger Co.(KR) | COM | 501044101 | $1.2K | 33,028 | 0.0% |
| Amgen Inc.(AMGN) | COM | 031162100 | $1.2K | 4,692 | 0.0% |
| Lockheed Martin Corp.(LMT) | COM | 539830109 | $1.1K | 3,102 | 0.0% |
| Sprouts Farmers Market Inc.(SFM) | COM | 85208M102 | $1.1K | 42,300 | 0.0% |
| Verizon Communications Inc.(VZ) | COM | 92343V104 | $1.1K | 19,238 | 0.0% |
| FedEx Corp.(FDX) | COM | 31428X106 | $1.1K | 3,921 | 0.0% |
| Msci Inc.(MSCI) | COM | 55354G100 | $1.1K | 2,634 | 0.0% |
| Berkshire Hathaway Inc.(BRK/B) | COM | 084670702 | $1.1K | 4,315 | 0.0% |