| Alphabet Inc Cap STK CL A(GOOGL) | CL A | 02079K305 | $159.8M | 1,143,848 | 24.7% |
| Amazon COM Inc COM(AMZN) | COM | 023135106 | $84.0M | 552,961 | 13.0% |
| Cisco SYS Inc COM(CSCO) | COM | 17275R102 | $73.4M | 1,452,287 | 11.3% |
| Adobe Inc COM(ADBE) | COM | 00724F101 | $65.5M | 109,739 | 10.1% |
| Costco Whsl Corp New COM(COST) | NEW COM | 22160K105 | $40.8M | 61,761 | 6.3% |
| Abbvie Inc COM(ABBV) | COM | 00287Y109 | $33.0M | 213,036 | 5.1% |
| Autozone Inc COM(AZO) | COM | 053332102 | $23.1M | 8,946 | 3.6% |
| Advanced Micro Devices Inc COM(AMD) | COM | 007903107 | $18.6M | 126,277 | 2.9% |
| Cadence Design System Inc COM(CDNS) | COM | 127387108 | $15.8M | 58,179 | 2.4% |
| Autodesk Inc COM(ADSK) | COM | 052769106 | $12.7M | 52,209 | 2.0% |
| Builders Firstsource Inc COM(BLDR) | COM | 12008R107 | $11.2M | 66,929 | 1.7% |
| Conocophillips COM(COP) | COM | 20825C104 | $10.3M | 88,852 | 1.6% |
| Danaher Corporation COM(DHR) | COM | 235851102 | $8.7M | 37,582 | 1.3% |
| Charter Communications Inc N CL A(CHTR) | CL A | 16119P108 | $6.1M | 15,785 | 0.9% |
| Cleveland-Cliffs Inc New COM(CLF) | COM | 185899101 | $4.0M | 196,616 | 0.6% |
| American Homes 4 Rent CL A(AMH) | CL A | 02665T306 | $3.9M | 109,792 | 0.6% |
| Cubesmart COM(CUBE) | COM | 229663109 | $3.2M | 69,700 | 0.5% |
| Affiliated Managers Group in COM(AMG) | COM | 008252108 | $3.2M | 21,163 | 0.5% |
| Belden Inc COM(BDC) | COM | 077454106 | $3.1M | 40,520 | 0.5% |
| Arrow Electrs Inc COM(ARW) | COM | 042735100 | $3.0M | 24,553 | 0.5% |
| D R Horton Inc COM(DHI) | COM | 23331A109 | $2.9M | 18,915 | 0.4% |
| Coinbase Global Inc COM CL A(COIN) | COM CL A | 19260Q107 | $2.8M | 16,293 | 0.4% |
| Abercrombie & Fitch Co CL A(ANF) | CL A | 002896207 | $2.8M | 31,871 | 0.4% |
| Crown Castle Inc COM(CCI) | COM | 22822V101 | $2.7M | 23,031 | 0.4% |
| Carrier Global Corporation COM(CARR) | COM | 14448C104 | $2.6M | 45,033 | 0.4% |
| Constellation Brands Inc CL A(STZ) | CL A | 21036P108 | $2.5M | 10,438 | 0.4% |
| Cummins Inc COM(CMI) | COM | 231021106 | $2.4M | 9,874 | 0.4% |
| Centene Corp del COM(CNC) | COM | 15135B101 | $2.1M | 28,748 | 0.3% |
| Alibaba Group Hldg LTD Sponsored ADS(BABA) | SPONSORED ADS | 01609W102 | $2.1M | 27,481 | 0.3% |
| Airbnb Inc COM CL A(ABNB) | COM CL A | 009066101 | $2.0M | 14,864 | 0.3% |
| Darling Ingredients Inc COM(DAR) | COM | 237266101 | $2.0M | 39,183 | 0.3% |
| Coherent Corp COM(COHR) | COM | 19247G107 | $1.9M | 43,090 | 0.3% |
| Boston Scientific Corp COM(BSX) | COM | 101137107 | $1.9M | 32,452 | 0.3% |
| Constellation Energy Corp COM(CEG) | COM | 21037T109 | $1.9M | 15,959 | 0.3% |
| Coty Inc COM CL A(COTY) | COM CL A | 222070203 | $1.8M | 141,387 | 0.3% |
| Celsius Hldgs Inc COM New(CELH) | COM NEW | 15118V207 | $1.7M | 31,753 | 0.3% |
| Bellring Brands Inc Common Stock(BRBR) | COMMON STOCK | 07831C103 | $1.7M | 30,647 | 0.3% |
| Applovin Corp COM CL A(APP) | COM CL A | 03831W108 | $1.6M | 41,324 | 0.3% |
| Avis Budget Group COM(CAR) | COM | 053774105 | $1.6M | 9,019 | 0.2% |
| Biogen Inc COM(BIIB) | COM | 09062X103 | $1.5M | 5,763 | 0.2% |
| Core & Main Inc CL A(CNM) | CL A | 21874C102 | $1.2M | 30,875 | 0.2% |
| Akamai Technologies Inc COM(AKAM) | COM | 00971T101 | $1.2M | 10,535 | 0.2% |
| Blackstone Secd Lending FD Common Stock(BXSL) | COMMON STOCK | 09261X102 | $1.1M | 38,274 | 0.2% |
| Atlassian Corporation CL A(TEAM) | CL A | 049468101 | $1.0M | 4,361 | 0.2% |
| Axon Enterprise Inc COM(AXON) | COM | 05464C101 | $888.0K | 3,437 | 0.1% |
| Biomarin Pharmaceutical Inc COM(BMRN) | COM | 09061G101 | $824.0K | 8,543 | 0.1% |
| Cbre Group Inc CL A(CBRE) | CL A | 12504L109 | $803.0K | 8,631 | 0.1% |
| DTE Energy Co COM(DTE) | COM | 233331107 | $791.0K | 7,176 | 0.1% |
| Alnylam Pharmaceuticals Inc COM(ALNY) | COM | 02043Q107 | $721.0K | 3,769 | 0.1% |
| Corteva Inc COM(CTVA) | COM | 22052L104 | $647.0K | 13,502 | 0.1% |