| Sitime Corp COM(SITM) | COM | 82982T106 | $547.2K | 734 | 0.0% |
| Ishares Inc Msci Germany ETF(EWG) | COM | 464286806 | $549.8K | 13,289 | 0.0% |
| Borgwarner Inc COM(BWA) | COM | 099724106 | $566.1K | 8,525 | 0.0% |
| Shopify Inc CL A SUB VTG SHS(SHOP) | COM | 82509L107 | $585.2K | 3,889 | 0.0% |
| Applied Optoelectronics Inc COM(AAOI) | COM | 03823U102 | $586.4K | 3,958 | 0.0% |
| Donaldson Inc COM(DCI) | COM | 257651109 | $586.7K | 6,536 | 0.0% |
| Vaneck ETF Trust Data Centr Suply Added(RACK) | COM | 92189Y865 | $594.0K | 11,405 | 0.0% |
| Ishares TR Cybersecurity(IHAK) | COM | 46435U135 | $616.2K | 10,150 | 0.0% |
| Modine MFG Co COM(MOD) | COM | 607828100 | $620.6K | 2,324 | 0.0% |
| Rambus Inc del COM(RMBS) | COM | 750917106 | $625.9K | 4,715 | 0.0% |
| Allegro Microsystems Inc COM(ALGM) | COM | 01749D105 | $633.9K | 9,105 | 0.0% |
| Ishares TR Msci EMG MKT ETF(EEM) | COM | 464287234 | $641.5K | 9,377 | 0.0% |
| Avalonbay Cmntys Inc COM(AVB) | COM | 053484101 | $644.0K | 3,413 | 0.0% |
| Royal BK CDA COM(RY) | COM | 780087102 | $652.9K | 2,223 | 0.0% |
| First Indl Rlty TR Inc COM(FR) | COM | 32054K103 | $660.8K | 10,778 | 0.0% |
| Silicon Motion Technology Co Sponsored ADR(SIMO) | COM | 82706C108 | $667.0K | 2,001 | 0.0% |
| Legence Corp CL A(LGN) | COM | 52476L109 | $669.2K | 7,852 | 0.0% |
| MYR Group Inc COM(MYRG) | COM | 55405W104 | $690.6K | 1,380 | 0.0% |
| Aaon Inc COM PAR 0.004(AAON) | COM | 000360206 | $733.6K | 5,783 | 0.0% |
| Sunbelt Rentals Holdings Inc SHS(SUNB) | COM | 866966104 | $800.8K | 14,571 | 0.0% |
| Ventas Inc COM(VTR) | COM | 92276F100 | $809.2K | 9,113 | 0.0% |
| LXP Industrial Trust COM(LXP) | COM | 529043408 | $812.3K | 15,076 | 0.0% |
| DOW Hldgs Inc COM(DOW) | COM | 260557103 | $814.9K | 29,785 | 0.0% |
| Molson Coors Beverage Co CL B(TAP) | COM | 60871R209 | $816.9K | 20,967 | 0.0% |
| Ulta Beauty Inc COM(ULTA) | COM | 90384S303 | $833.4K | 1,848 | 0.0% |
| L3harris Technologies Inc COM(LHX) | COM | 502431109 | $837.8K | 2,883 | 0.0% |
| NVR Inc COM(NVR) | COM | 62944T105 | $838.0K | 123 | 0.0% |
| Woodward Inc COM(WWD) | COM | 980745103 | $870.9K | 2,047 | 0.0% |
| Lineage Inc COM(LINE) | COM | 53566V106 | $872.2K | 20,167 | 0.0% |
| Fidelity Natl Information SV COM(FIS) | COM | 31620M106 | $874.6K | 22,496 | 0.0% |
| Nike Inc CL B(NKE) | COM | 654106103 | $874.7K | 21,308 | 0.0% |
| Talen Energy Corp COM(TLN) | COM | 87422Q109 | $890.7K | 2,318 | 0.0% |
| Service Corp Intl COM(SCI) | COM | 817565104 | $894.7K | 11,779 | 0.0% |
| Caseys GEN Stores Inc COM(CASY) | COM | 147528103 | $895.7K | 1,127 | 0.0% |
| Synchrony Financial COM(SYF) | COM | 87165B103 | $905.0K | 11,900 | 0.0% |
| Ishares TR Global Tech ETF(IXN) | COM | 464287291 | $905.0K | 6,264 | 0.0% |
| Astera Labs Inc COM(ALAB) | COM | 04626A103 | $927.4K | 1,920 | 0.0% |
| Omega Healthcare Invs Inc COM(OHI) | COM | 681936100 | $947.5K | 19,872 | 0.0% |
| Maxlinear Inc COM(MXL) | COM | 57776J100 | $957.0K | 7,475 | 0.0% |
| Darden Restaurants Inc COM(DRI) | COM | 237194105 | $960.6K | 4,663 | 0.0% |
| Ovintiv Inc COM(OVV) | COM | 69047Q102 | $963.2K | 18,294 | 0.0% |
| Kinross Gold Corp COM(KGC) | COM | 496902404 | $968.6K | 28,845 | 0.0% |
| Guardant Health Inc COM(GH) | COM | 40131M109 | $991.7K | 6,610 | 0.0% |
| KBR Inc COM(KBR) | COM | 48242W106 | $994.0K | 28,787 | 0.0% |
| International Paper Co COM(IP) | COM | 460146103 | $1.0M | 26,420 | 0.0% |
| Take-Two Interactive Softwar COM(TTWO) | COM | 874054109 | $1.0M | 4,048 | 0.0% |
| Diamondback Energy Inc COM(FANG) | COM | 25278X109 | $1.0M | 5,819 | 0.0% |
| Nano Nuclear Energy Inc COM(NNE) | COM | 63010H108 | $1.0M | 48,565 | 0.0% |
| Digitalocean Hldgs Inc COM(DOCN) | COM | 25402D102 | $1.0M | 6,541 | 0.0% |
| Doordash Inc CL A(DASH) | COM | 25809K105 | $1.1M | 5,697 | 0.0% |