| Paypal Holdings Inc Common(PYPL) | COM | 70450Y103 | $909.5K | 20,108 | 0.0% |
| Wabtec Corp Common(WAB) | COM | 929740108 | $919.4K | 3,679 | 0.0% |
| Coinbase GLB Rg-A Common(COIN) | COM | 19260Q107 | $921.9K | 5,280 | 0.0% |
| Carvana Co Common(CVNA) | COM | 146869102 | $927.4K | 2,950 | 0.0% |
| Ventas Inc Reits(VTR) | COM | 92276F100 | $938.4K | 11,475 | 0.0% |
| Vulcan Materials Co(VMC) | COM | 929160109 | $944.9K | 3,470 | 0.0% |
| D R Horton Inc(DHI) | COM | 23331A109 | $954.1K | 6,953 | 0.0% |
| Idexx Laboratories Inc Commo(IDXX) | COM | 45168D104 | $956.3K | 1,702 | 0.0% |
| Ciena Corp Common New(CIEN) | COM | 171779309 | $962.8K | 2,480 | 0.0% |
| Cheniere Energy Inc Common(LNG) | COM | 16411R208 | $963.9K | 3,397 | 0.0% |
| Nasdaq Inc Common(NDAQ) | COM | 631103108 | $967.5K | 11,397 | 0.0% |
| Carrier Global Corporation Common(CARR) | COM | 14448C104 | $983.4K | 17,464 | 0.0% |
| Northern Trust Corp COM(NTRS) | COM | 665859104 | $992.3K | 7,110 | 0.0% |
| American Intl Group Inc COM New(AIG) | COM | 026874784 | $1.0M | 13,318 | 0.0% |
| APA Corporation Common(APA) | COM | 03743Q108 | $1.0M | 23,788 | 0.0% |
| Verisign Inc(VRSN) | COM | 92343E102 | $1.0M | 4,141 | 0.0% |
| Realty Income Corp Reits(O) | COM | 756109104 | $1.0M | 16,871 | 0.0% |
| Cognizant Technology Solutions Corp CL Acommo(CTSH) | COM | 192446102 | $1.0M | 16,863 | 0.0% |
| Msci Inc CL A(MSCI) | COM | 55354G100 | $1.0M | 1,928 | 0.0% |
| Ulta Beauty Inc Common(ULTA) | COM | 90384S303 | $1.0M | 2,001 | 0.0% |
| Dominion Energy Inc VA New Commo(D) | COM | 25746U109 | $1.1M | 17,007 | 0.0% |
| Digital Realty Trust Inc - REIT(DLR) | COM | 253868103 | $1.1M | 5,856 | 0.0% |
| Electronic Arts Inc Common(EA) | COM | 285512109 | $1.1M | 5,200 | 0.0% |
| Keysight Technologies Inc Common(KEYS) | COM | 49338L103 | $1.1M | 3,770 | 0.0% |
| Airbnb Rg-A Common(ABNB) | COM | 009066101 | $1.1M | 8,500 | 0.0% |
| Xcel Energy Inc Commo(XEL) | COM | 98389B100 | $1.1M | 13,522 | 0.0% |
| Expedia Group Inc Common(EXPE) | COM | 30212P303 | $1.1M | 4,785 | 0.0% |
| Apollo GLB Mgmt RG Common(APO) | COM | 03769M106 | $1.1M | 9,950 | 0.0% |
| Teradyne Inc(TER) | COM | 880770102 | $1.1M | 3,790 | 0.0% |
| Coherent RG(COHR) | COM | 19247G107 | $1.1M | 4,740 | 0.0% |
| Fortinet Inc Common(FTNT) | COM | 34959E109 | $1.1M | 13,990 | 0.0% |
| Gallagher Arthur J & Co COM(AJG) | COM | 363576109 | $1.2M | 5,329 | 0.0% |
| Target Corp(TGT) | COM | 87612E106 | $1.2M | 9,940 | 0.0% |
| Illumina Inc Commo(ILMN) | COM | 452327109 | $1.2M | 9,783 | 0.0% |
| Vistra Energy Corp Common(VST) | COM | 92840M102 | $1.2M | 8,050 | 0.0% |
| Comfort Systems USA Inc(FIX) | COM | 199908104 | $1.2M | 880 | 0.0% |
| Tapestry Inc Common(TPR) | COM | 876030107 | $1.2M | 8,602 | 0.0% |
| Robinhood Mkts Rg-A Common(HOOD) | COM | 770700102 | $1.2M | 17,620 | 0.0% |
| AIR Products & Chemicals Inc(APD) | COM | 009158106 | $1.2M | 4,244 | 0.0% |
| Aflac Inc(AFL) | COM | 001055102 | $1.2M | 11,239 | 0.0% |
| Entergy Corp New(ETR) | COM | 29364G103 | $1.2M | 11,004 | 0.0% |
| Kroger Company Commo(KR) | COM | 501044101 | $1.2M | 17,159 | 0.0% |
| Eastman Chemical Co(EMN) | COM | 277432100 | $1.2M | 16,350 | 0.0% |
| Cardinal Health Inc(CAH) | COM | 14149Y108 | $1.3M | 5,946 | 0.1% |
| Lumentum Holdings Inc -w/I Common(LITE) | COM | 55024U109 | $1.3M | 1,800 | 0.1% |
| Biogen Inc Common(BIIB) | COM | 09062X103 | $1.3M | 6,973 | 0.1% |
| Monolithic Power Systems Inc Commo(MPWR) | COM | 609839105 | $1.3M | 1,170 | 0.1% |
| Pool Corporation Commo(POOL) | COM | 73278L105 | $1.3M | 6,340 | 0.1% |
| Nucor Corp(NUE) | COM | 670346105 | $1.3M | 7,592 | 0.1% |
| Allstate Corp(ALL) | COM | 020002101 | $1.3M | 6,228 | 0.1% |