| Amazon COM Inc COM(AMZN) | cs | 023135106 | $23.8M | 224,220 | 12.8% |
| Crown Castle Intl Corp New COM(CCI) | cs | 22822V101 | $20.8M | 123,721 | 11.2% |
| Abbvie Inc COM(ABBV) | cs | 00287Y109 | $15.1M | 98,771 | 8.2% |
| Commvault Systems Inc(CVLT) | cs | 204166102 | $15.0M | 238,651 | 8.1% |
| AAR Corp COM(AIR) | cs | 000361105 | $13.7M | 328,271 | 7.4% |
| Costco Whsl Corp New COM(COST) | cs | 22160K105 | $11.4M | 23,881 | 6.2% |
| Ciena Corp COM New(CIEN) | cs | 171779309 | $11.0M | 241,463 | 6.0% |
| DXC Technology Co COM(DXC) | cs | 23355L106 | $9.4M | 310,040 | 5.1% |
| Cisco SYS Inc COM(CSCO) | cs | 17275R102 | $7.9M | 184,783 | 4.2% |
| Adobe Systems Incorporated COM(ADBE) | cs | 00724F101 | $7.5M | 20,646 | 4.1% |
| Autozone Inc COM(AZO) | cs | 053332102 | $7.0M | 3,251 | 3.8% |
| Advanced Micro Devices Inc COM(AMD) | cs | 007903107 | $6.4M | 83,240 | 3.4% |
| Constellation Brands Inc CL A(STZ) | cs | 21036P108 | $6.3M | 27,108 | 3.4% |
| Alibaba Group Holding LTD(BABA) | cs | 01609W102 | $3.8M | 33,192 | 2.0% |
| Burlington Stores Inc COM(BURL) | cs | 122017106 | $3.7M | 27,045 | 2.0% |
| Conocophillips COM(COP) | cs | 20825C104 | $1.7M | 18,595 | 0.9% |
| Chart Inds Inc COM PAR $0.01(GTLS) | cs | 16115Q308 | $1.6M | 9,654 | 0.9% |
| Avantor Inc COM(AVTR) | cs | 05352A100 | $1.5M | 49,719 | 0.8% |
| Crown Hldgs Inc COM(CCK) | cs | 228368106 | $1.5M | 16,657 | 0.8% |
| Constellation Energy Corp COM(CEG) | cs | 21037T109 | $1.3M | 22,282 | 0.7% |
| Costar Group Inc COM(CSGP) | cs | 22160N109 | $1.2M | 20,332 | 0.7% |
| Cadence Design System Inc COM(CDNS) | cs | 127387108 | $1.2M | 7,901 | 0.6% |
| Conmed Corp COM(CNMD) | cs | 207410101 | $1.1M | 11,369 | 0.6% |
| Corning Inc COM(GLW) | cs | 219350105 | $1.1M | 34,019 | 0.6% |
| Brinker Intl Inc COM(EAT) | cs | 109641100 | $1.0M | 46,763 | 0.6% |
| Cytokinetics Inc COM New(CYTK) | cs | 23282W605 | $1.0M | 25,643 | 0.5% |
| Calix Inc COM(CALX) | cs | 13100M509 | $970.0K | 28,425 | 0.5% |
| Biontech SE Sponsored ADS(BNTX) | cs | 09075V102 | $668.0K | 4,477 | 0.4% |
| Cardiff Oncology Inc COM(CRDF) | cs | 14147L108 | $652.0K | 296,507 | 0.4% |
| Darling Ingredients Inc COM(DAR) | cs | 237266101 | $639.0K | 10,686 | 0.3% |
| Century Casinos Inc COM(CNTY) | cs | 156492100 | $633.0K | 87,938 | 0.3% |
| Altimmune Inc COM New(ALT) | cs | 02155H200 | $624.0K | 53,294 | 0.3% |
| Argenx SE Sponsored ADR(ARGX) | cs | 04016X101 | $594.0K | 1,569 | 0.3% |
| Airbnb Inc COM CL A(ABNB) | cs | 009066101 | $582.0K | 6,531 | 0.3% |
| Atricure Inc COM(ATRC) | cs | 04963C209 | $578.0K | 14,144 | 0.3% |
| Microsoft Corp COM(MSFT) | cs | 594918104 | $77.5K | 301,831 | 0.0% |
| Apple Inc COM(AAPL) | cs | 037833100 | $73.5K | 537,540 | 0.0% |
| Unitedhealth Group Inc COM(UNH) | cs | 91324P102 | $35.9K | 69,915 | 0.0% |
| Alphabet Inc Cap STK CLC(GOOG) | cs | 02079K107 | $34.4K | 15,746 | 0.0% |
| JPMorgan Chase & Co COM(JPM) | cs | 46625H100 | $28.2K | 250,325 | 0.0% |
| Johnson & Johnson(JNJ) | cs | 478160104 | $26.3K | 148,225 | 0.0% |
| Verizon Communications Inc COM(VZ) | cs | 92343V104 | $25.0K | 492,258 | 0.0% |
| Coca Cola Co COM(KO) | cs | 191216100 | $23.2K | 369,510 | 0.0% |
| Bristol-Myers Squibb Co COM(BMY) | cs | 110122108 | $21.8K | 283,339 | 0.0% |
| Selective INS Group Inc COM(SIGI) | cs | 816300107 | $21.5K | 247,413 | 0.0% |
| Pioneer NAT RES Co COM(PXDEUR) | cs | 723787107 | $20.8K | 93,305 | 0.0% |
| Mueller WTR Prods Inc COM SER(MWA) | cs | 624758108 | $19.9K | 1,693,734 | 0.0% |
| Gallagher Arthur J & Co COM(AJG) | cs | 363576109 | $19.5K | 119,402 | 0.0% |
| Merck & Co Inc COM(MRK) | cs | 58933Y105 | $18.4K | 201,906 | 0.0% |
| AT&T Inc COM(T) | cs | 00206R102 | $18.3K | 871,650 | 0.0% |