| Alphabet Inc Cap STK CL A(GOOGL) | CL A | 02079K305 | $139.1M | 1,162,388 | 28.1% |
| Cisco SYS Inc COM(CSCO) | COM | 17275R102 | $77.1M | 1,489,644 | 15.6% |
| Amazon COM Inc COM(AMZN) | COM | 023135106 | $41.7M | 320,136 | 8.4% |
| Adobe Systems Incorporated COM(ADBE) | COM | 00724F101 | $38.6M | 78,861 | 7.8% |
| Costco Whsl Corp New COM(COST) | NEW COM | 22160K105 | $32.8M | 60,897 | 6.6% |
| Autozone Inc COM(AZO) | COM | 053332102 | $31.9M | 12,775 | 6.4% |
| Abbvie Inc COM(ABBV) | COM | 00287Y109 | $27.5M | 204,231 | 5.6% |
| Cadence Design System Inc COM(CDNS) | COM | 127387108 | $14.9M | 63,696 | 3.0% |
| Autodesk Inc COM(ADSK) | COM | 052769106 | $13.6M | 66,647 | 2.8% |
| Advanced Micro Devices Inc COM(AMD) | COM | 007903107 | $11.2M | 98,525 | 2.3% |
| Builders Firstsource Inc COM(BLDR) | COM | 12008R107 | $7.0M | 51,157 | 1.4% |
| Charter Communications Inc N CL A(CHTR) | CL A | 16119P108 | $5.7M | 15,632 | 1.2% |
| Crocs Inc COM(CROX) | COM | 227046109 | $3.7M | 32,838 | 0.7% |
| Alibaba Group Hldg LTD Sponsored ADS(BABA) | SPONSORED ADS | 01609W102 | $3.3M | 39,619 | 0.7% |
| Conocophillips COM(COP) | COM | 20825C104 | $2.8M | 27,231 | 0.6% |
| Cummins Inc COM(CMI) | COM | 231021106 | $2.7M | 11,181 | 0.6% |
| Boston Scientific Corp COM(BSX) | COM | 101137107 | $2.7M | 50,627 | 0.6% |
| Consolidated Edison Inc COM(ED) | COM | 209115104 | $2.7M | 30,129 | 0.6% |
| Crown Castle Inc COM(CCI) | COM | 22822V101 | $2.3M | 20,590 | 0.5% |
| Darling Ingredients Inc COM(DAR) | COM | 237266101 | $2.3M | 36,460 | 0.5% |
| Airbnb Inc COM CL A(ABNB) | COM CL A | 009066101 | $2.3M | 17,555 | 0.5% |
| Biogen Inc COM(BIIB) | COM | 09062X103 | $2.2M | 7,737 | 0.4% |
| D R Horton Inc COM(DHI) | COM | 23331A109 | $2.0M | 16,034 | 0.4% |
| Acuity Brands Inc COM(AYI) | COM | 00508Y102 | $1.6M | 9,968 | 0.3% |
| Carrier Global Corporation COM(CARR) | COM | 14448C104 | $1.5M | 30,202 | 0.3% |
| Blackstone Secd Lending FD Common Stock(BXSL) | COMMON STOCK | 09261X102 | $1.5M | 53,399 | 0.3% |
| Cbre Group Inc CL A(CBRE) | CL A | 12504L109 | $1.2M | 14,992 | 0.2% |
| Arrow Electrs Inc COM(ARW) | COM | 042735100 | $1.2M | 8,319 | 0.2% |
| Constellation Brands Inc CL A(STZ) | CL A | 21036P108 | $1.1M | 4,639 | 0.2% |
| Corning Inc COM(GLW) | COM | 219350105 | $946.0K | 27,008 | 0.2% |
| Axon Enterprise Inc COM(AXON) | COM | 05464C101 | $939.0K | 4,814 | 0.2% |
| Corteva Inc COM(CTVA) | COM | 22052L104 | $867.0K | 15,137 | 0.2% |
| Constellation Energy Corp COM(CEG) | COM | 21037T109 | $806.0K | 8,808 | 0.2% |
| Atlassian Corporation CL A(TEAM) | CL A | 049468101 | $803.0K | 4,784 | 0.2% |
| Cousins Pptys Inc COM New(CUZ) | COM NEW | 222795502 | $726.0K | 31,837 | 0.1% |
| Centene Corp del COM(CNC) | COM | 15135B101 | $686.0K | 10,174 | 0.1% |
| Align Technology Inc COM(ALGN) | COM | 016255101 | $678.0K | 1,916 | 0.1% |
| DTE Energy Co COM(DTE) | COM | 233331107 | $663.0K | 6,024 | 0.1% |
| Akamai Technologies Inc COM(AKAM) | COM | 00971T101 | $639.0K | 7,107 | 0.1% |
| Costar Group Inc COM(CSGP) | COM | 22160N109 | $589.0K | 6,617 | 0.1% |
| Cloudflare Inc CL A COM(NET) | COM | 18915M107 | $434.0K | 6,641 | 0.1% |
| Alnylam Pharmaceuticals Inc COM(ALNY) | COM | 02043Q107 | $420.0K | 2,209 | 0.1% |
| Albertsons COS Inc Common Stock(ACI) | COMMON STOCK | 013091103 | $335.0K | 15,363 | 0.1% |
| DXC Technology Co COM(DXC) | COM | 23355L106 | $320.0K | 11,987 | 0.1% |
| Bentley SYS Inc COM CL B(BSY) | COM CL B | 08265T208 | $291.0K | 5,369 | 0.1% |
| Core & Main Inc CL A(CNM) | CL A | 21874C102 | $271.0K | 8,658 | 0.1% |
| Biomarin Pharmaceutical Inc COM(BMRN) | COM | 09061G101 | $269.0K | 3,109 | 0.1% |
| Daqo New Energy Corp Spnsrd ADS New(DQ) | SPONSORED ADS NEW | 23703Q203 | $264.0K | 6,662 | 0.1% |
| Chesapeake Energy Corp COM(EXE) | COM | 165167735 | $252.0K | 3,011 | 0.1% |
| Darden Restaurants Inc COM(DRI) | COM | 237194105 | $232.0K | 1,387 | 0.0% |