| Cummins Inc(CMI) | COM | 231021106 | $1.4M | 6,549 | 39.7% |
| Conocophillips(COP) | COM | 20825C104 | $885.0K | 12,255 | 24.6% |
| Carrier Global Corporation(CARR) | COM | 14448C104 | $386.0K | 7,123 | 10.7% |
| AMN Healthcare Services Inc Co(AMN) | COM | 001744101 | $153.0K | 1,248 | 4.2% |
| Blackline Inc(BL) | COM | 09239B109 | $135.0K | 1,300 | 3.7% |
| Alarm.com Holdings Inc(ALRM) | COM | 011642105 | $133.0K | 1,569 | 3.7% |
| Darling Ingredients Inc.(DAR) | COM | 237266101 | $49.0K | 712 | 1.4% |
| Cerence Inc(CRNC) | COM | 156727109 | $45.0K | 586 | 1.2% |
| Crocs Inc COM(CROX) | COM | 227046109 | $44.0K | 343 | 1.2% |
| BIO RAD Labs Inc CL A(BIO) | COM | 090572207 | $43.0K | 57 | 1.2% |
| Axon Enterprise Inc(AXON) | COM | 05464C101 | $37.0K | 234 | 1.0% |
| Cleveland Cliffs Inc COM(CLF) | COM | 185899101 | $36.0K | 1,654 | 1.0% |
| BJS Wholesale Club Inc COM(BJ) | COM | 05550J101 | $26.0K | 385 | 0.7% |
| Arrowhead Pharmaceuticals Inc(ARWR) | COM | 04280A100 | $25.0K | 379 | 0.7% |
| Chart Inds Inc COM PAR $0.01(GTLS) | COM | 16115Q308 | $21.0K | 132 | 0.6% |
| Caseys GEN Stores COM(CASY) | COM | 147528103 | $17.0K | 88 | 0.5% |
| Advanced Energy Inds COM(AEIS) | COM | 007973100 | $16.0K | 179 | 0.4% |
| Comfort SYS USA Inc COM(FIX) | COM | 199908104 | $15.0K | 155 | 0.4% |
| Badger Meter Inc COM(BMI) | COM | 056525108 | $13.0K | 126 | 0.4% |
| Arcbest Corp COM(ARCB) | COM | 03937C105 | $13.0K | 111 | 0.4% |
| Axcelis Technologies Inc(ACLS) | COM | 054540208 | $11.0K | 149 | 0.3% |
| Blackbaud Inc COM(BLKB) | COM | 09227Q100 | $10.0K | 126 | 0.3% |
| Vanguard Total Stock Market ET(VTI) | ETF | 922908769 | $6.4K | 26,654 | 0.2% |
| Ishares Msci Acwi ETF(ACWI) | ETF | 464288257 | $6.3K | 59,488 | 0.2% |
| Vanguard Total Interntl Stock(VXUS) | ETF | 921909768 | $4.6K | 72,351 | 0.1% |
| Amazon.com Inc(AMZN) | COM | 023135106 | $4.5K | 1,364 | 0.1% |
| Danaher Corp COM(DHR) | COM | 235851102 | $3.5K | 10,687 | 0.1% |
| TJX Companies Inc(TJX) | COM | 872540109 | $2.7K | 35,072 | 0.1% |
| L3harris Technologies in(LHX) | COM | 502431109 | $1.9K | 8,877 | 0.1% |
| Alphabet Inc. CMN Class C(GOOG) | COM | 02079K107 | $1.6K | 569 | 0.0% |
| Alphabet Inc. Class A(GOOGL) | COM | 02079K305 | $1.6K | 567 | 0.0% |
| BlackRock Inc(BLKCHF) | COM | 09247X101 | $1.3K | 1,420 | 0.0% |
| Becton Dickinson&co(BDX) | COM | 075887109 | $1.3K | 4,984 | 0.0% |
| Pepsico, Inc. CMN(PEP) | COM | 713448108 | $1.2K | 7,123 | 0.0% |
| Amerisourcebergen Corp(COR) | COM | 03073E105 | $1.2K | 9,055 | 0.0% |
| Flexshares Quality Dividend(QDF) | ETF | 33939L860 | $1.2K | 19,525 | 0.0% |
| Flexshares Global Upstream N(GUNR) | ETF | 33939L407 | $1.1K | 26,907 | 0.0% |
| Baxter Interntnl(BAX) | COM | 071813109 | $961 | 11,200 | 0.0% |
| Travelers Companies(TRV) | COM | 89417E109 | $891 | 5,695 | 0.0% |
| Starbucks Corp(SBUX) | COM | 855244109 | $833 | 7,123 | 0.0% |
| Principal Finl(PFG) | COM | 74251V102 | $773 | 10,687 | 0.0% |
| Ishares Core S&P 500 ETF(IVV) | ETF | 464287200 | $634 | 1,330 | 0.0% |
| Raytheon Technologies Co(RTX) | COM | 75513E101 | $613 | 7,123 | 0.0% |
| Exxon Mobil Corporation CMN(XOM) | COM | 30231G102 | $593 | 9,691 | 0.0% |
| Fortive Corp Disc(FTV) | COM | 34959J108 | $543 | 7,123 | 0.0% |
| Schlumberger LTD F(SLB) | COM | 806857108 | $363 | 12,115 | 0.0% |
| Otis Worldwide Corporation(OTIS) | COM | 68902V107 | $310 | 3,561 | 0.0% |
| Amerco COM(UHAL) | COM | 023586100 | $277 | 382 | 0.0% |
| Globant S A COM(GLOB) | COM | L44385109 | $275 | 875 | 0.0% |
| John Hancock Exchange Traded M(JHML) | ETF | 47804J107 | $216 | 3,626 | 0.0% |