| Kla Corporation | 306K | US$92.5M | 6.9% |
| Apple Inc | 286K | US$82.8M | 6.1% |
| Broadcom Inc. | 177K | US$66.9M | 5.0% |
| Eli Lilly And Company | 53,348 | US$64M | 4.7% |
| Amphenol Corporation | 310K | US$54.7M | 4.1% |
| State Street Corporation | 298K | US$50.5M | 3.8% |
| Microsoft Corp. | 134K | US$49.9M | 3.7% |
| Texas Instruments Incorporated | 165K | US$49.1M | 3.6% |
| Williams Companies, Inc. (the) | 655K | US$48.7M | 3.6% |
| Analog Devices, Inc. | 118K | US$46.7M | 3.5% |
| Unitedhealth Group Incorporated | 109K | US$45.4M | 3.4% |
| Wec Energy Group, Inc. | 375K | US$43.8M | 3.3% |
| Rtx Corporation | 211K | US$40M | 3.0% |
| Abbvie Inc. | 155K | US$39M | 2.9% |
| Starbucks Corporation | 349K | US$35.6M | 2.6% |
| Emerson Electric Company | 239K | US$34.1M | 2.5% |
| Motorola Solutions, Inc. | 80,693 | US$33.5M | 2.5% |
| Lowe's Companies, Inc. | 138K | US$30.5M | 2.3% |
| Wells Fargo & Company | 342K | US$28.3M | 2.1% |
| Visa Inc. | 76,833 | US$26.4M | 2.0% |
| Nasdaq, Inc. | 328K | US$25.9M | 1.9% |
| Pepsico, Inc. | 186K | US$25.1M | 1.9% |
| Lennox International, Inc. | 38,970 | US$22.3M | 1.7% |
| Mastercard Incorporated | 43,288 | US$22.2M | 1.6% |
| Moody's Corporation | 43,743 | US$19.8M | 1.5% |
| Stryker Corporation | 59,656 | US$18.8M | 1.4% |
| Vulcan Materials Company (holding Company) | 62,510 | US$18.4M | 1.4% |
| Alphabet Inc (google) Class C | 35,925 | US$12.8M | 0.95% |
| Modine Manufacturing Company | 32,273 | US$8.62M | 0.64% |
| Amazon.com, Inc. | 34,692 | US$8.27M | 0.61% |
| Onto Innovation Inc. | 19,665 | US$7.44M | 0.55% |
| Mastec, Inc. | 15,966 | US$6.64M | 0.49% |
| Dycom Industries, Inc. | 13,019 | US$6.58M | 0.49% |
| Digitalocean Holdings, Inc. | 41,398 | US$6.5M | 0.48% |
| Curtiss-wright Corporation | 8,175 | US$6.19M | 0.46% |
| Rambus, Inc. | 42,966 | US$5.7M | 0.42% |
| Nvidia Corporation | 27,016 | US$5.41M | 0.40% |
| Fabrinet | 9,264 | US$5.21M | 0.39% |
| Medpace Holdings, Inc. | 9,604 | US$5.09M | 0.38% |
| Lantheus Holdings, Inc. | 36,813 | US$4.08M | 0.30% |
| Advanced Energy Industries, Inc. | 10,073 | US$3.76M | 0.28% |
| Evercore Inc. | 10,481 | US$3.58M | 0.27% |
| Semtech Corporation | 22,031 | US$3.57M | 0.26% |
| Api Group Corporation | 77,951 | US$3.3M | 0.24% |
| The Ensign Group, Inc. | 19,952 | US$3.2M | 0.24% |
| Plexus Corp. | 10,263 | US$3.09M | 0.23% |
| Catalyst Pharmaceuticals, Inc. | 96,690 | US$3.04M | 0.23% |
| Halozyme Therapeutics, Inc. | 37,774 | US$2.96M | 0.22% |
| Eplus Inc. | 35,044 | US$2.92M | 0.22% |
| Vse Corporation | 12,563 | US$2.87M | 0.21% |
| Aaon, Inc. | 22,225 | US$2.82M | 0.21% |
| American Superconductor Corporation | 67,337 | US$2.8M | 0.21% |
| Primo Brands Corporation | 113K | US$2.77M | 0.21% |
| Skyward Specialty Insurance Group, Inc. | 45,771 | US$2.67M | 0.20% |
| Alignment Healthcare, Inc. | 110K | US$2.61M | 0.19% |
| Magnolia Oil & Gas Corporation | 101K | US$2.59M | 0.19% |
| Clear Secure, Inc. | 41,488 | US$2.31M | 0.17% |
| Advanced Micro Devices Inc | 3,951 | US$2.3M | 0.17% |
| Boot Barn Holdings, Inc. | 13,283 | US$2.18M | 0.16% |
| Supernus Pharmaceuticals, Inc. | 46,847 | US$2.18M | 0.16% |
| Exlservice Holdings, Inc. | 81,692 | US$2.11M | 0.16% |
| Limbach Holdings, Inc. | 26,198 | US$2.02M | 0.15% |
| Century Communities, Inc. | 27,437 | US$1.97M | 0.15% |
| Home Depot, Inc. (the) | 5,052 | US$1.78M | 0.13% |
| Lithia Motors, Inc. | 5,985 | US$1.74M | 0.13% |
| Radnet, Inc. | 26,817 | US$1.65M | 0.12% |
| Ollie's Bargain Outlet Holdings, Inc. | 21,359 | US$1.64M | 0.12% |
| Meta Platforms, Inc. | 2,878 | US$1.62M | 0.12% |
| Corcept Therapeutics Incorporated | 18,048 | US$1.57M | 0.12% |
| Knife Riv Holding Co. | 18,239 | US$1.53M | 0.11% |
| T-mobile Us, Inc. | 8,944 | US$1.5M | 0.11% |
| Sprouts Farmers Market, Inc. | 17,724 | US$1.5M | 0.11% |
| Tjx Companies, Inc. (the) | 9,887 | US$1.5M | 0.11% |
| Moelis & Company | 17,673 | US$1.16M | 0.09% |
| Oracle Corporation | 7,693 | US$1.13M | 0.08% |
| Thermo Fisher Scientific Inc | 1,811 | US$908K | 0.07% |
| Transmedics Group, Inc. | 12,801 | US$850K | 0.06% |
| Jacobs Solutions Inc. | 6,393 | US$806K | 0.06% |
| Vertex Pharmaceuticals Incorporated | 1,617 | US$803K | 0.06% |
| O'reilly Automotive, Inc. | 8,010 | US$738K | 0.05% |
| Exxon Mobil Corporation | 5,133 | US$702K | 0.05% |
| Intercontinental Exchange Inc. | 5,346 | US$658K | 0.05% |
| Netflix, Inc. | 7,950 | US$568K | 0.04% |
| Fiserv, Inc. | 10,460 | US$513K | 0.04% |
| Boeing Company (the) | 2,238 | US$484K | 0.04% |
| Costco Wholesale Corporation | 505 | US$472K | 0.04% |
| Walt Disney Company (the) | 4,161 | US$400K | 0.03% |
| Honeywell International Inc. | 1,619 | US$362K | 0.03% |
| Conocophillips | 2,451 | US$255K | 0.02% |
| Johnson & Johnson | 955 | US$243K | 0.02% |
| Abbott Laboratories | 2,481 | US$225K | 0.02% |
| Stride, Inc. | 0 | US$0 | 0.00% |
| Vital Farms, Inc. | 0 | US$0 | 0.00% |
| Arthur J. Gallagher & Co. | 0 | US$0 | 0.00% |
| Cognizant Technology Solutions Corporation | 0 | US$0 | 0.00% |
| Deere & Company | 0 | US$0 | 0.00% |
| Intuit Inc. | 0 | US$0 | 0.00% |
| Nike, Inc. | 0 | US$0 | 0.00% |
| Ptc Inc. | 0 | US$0 | 0.00% |
| Pool Corporation | 0 | US$0 | 0.00% |