| Kla Corporation | 607K | US$183M | 6.1% |
| Applied Materials, Inc. | 219K | US$158M | 5.3% |
| Alphabet Inc (google) Class C | 437K | US$156M | 5.2% |
| Micron Technology, Inc. | 135K | US$156M | 5.2% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 309K | US$148M | 4.9% |
| Visa Inc. | 363K | US$124M | 4.2% |
| Broadcom Inc. | 322K | US$122M | 4.1% |
| Amazon.com, Inc. | 481K | US$115M | 3.8% |
| Meta Platforms, Inc. | 199K | US$112M | 3.8% |
| United Rentals, Inc. | 96,492 | US$109M | 3.7% |
| Take-two Interactive Software, Inc. | 390K | US$97.4M | 3.3% |
| W.r. Berkley Corporation | 1.34M | US$94.2M | 3.2% |
| Cencora, Inc. | 305K | US$86.3M | 2.9% |
| Apollo Global Management, Inc. (new) | 677K | US$80.2M | 2.7% |
| Mckesson Corporation | 106K | US$80M | 2.7% |
| Thermo Fisher Scientific Inc | 159K | US$79.5M | 2.7% |
| Jp Morgan Chase & Co. | 231K | US$75.6M | 2.5% |
| Autozone, Inc. | 22,763 | US$72.7M | 2.4% |
| American Express Company | 212K | US$71.7M | 2.4% |
| The Travelers Companies, Inc. | 200K | US$65.9M | 2.2% |
| Microsoft Corp. | 176K | US$65.6M | 2.2% |
| Dollar General Corporation | 560K | US$64.4M | 2.2% |
| Diamondback Energy, Inc. | 359K | US$63.1M | 2.1% |
| Unitedhealth Group Incorporated | 140K | US$58.1M | 1.9% |
| Stryker Corporation | 182K | US$57.3M | 1.9% |
| Cummins Inc. | 80,225 | US$57.2M | 1.9% |
| Iqvia Holdings, Inc. | 291K | US$56.2M | 1.9% |
| Cbre Group Inc | 378K | US$51M | 1.7% |
| Blackstone Inc. | 428K | US$50.4M | 1.7% |
| Mks Inc. | 6,002 | US$2.67M | 0.09% |
| Emcor Group, Inc. | 2,170 | US$1.8M | 0.06% |
| Acm Research, Inc. | 14,049 | US$1.78M | 0.06% |
| Evercore Inc. | 4,710 | US$1.61M | 0.05% |
| Onto Innovation Inc. | 4,099 | US$1.55M | 0.05% |
| Api Group Corporation | 36,158 | US$1.53M | 0.05% |
| Us Foods Holding Corp. | 14,783 | US$1.51M | 0.05% |
| Stonex Group Inc. | 12,060 | US$1.43M | 0.05% |
| Custom Truck One Source, Inc. | 114K | US$1.35M | 0.05% |
| Caci International, Inc. | 2,727 | US$1.26M | 0.04% |
| Nexstar Media Group, Inc. | 6,705 | US$1.2M | 0.04% |
| Life Time Group Holdings, Inc. | 27,529 | US$1.12M | 0.04% |
| Element Solutions Inc. | 23,032 | US$1.1M | 0.04% |
| Walker & Dunlop, Inc | 19,752 | US$1.08M | 0.04% |
| Sanmina Corporation | 4,164 | US$1.05M | 0.04% |
| Permian Resources Corporation | 52,935 | US$975K | 0.03% |
| Bruker Corporation | 15,662 | US$943K | 0.03% |
| Csx Corporation | 19,268 | US$916K | 0.03% |
| Moelis & Company | 13,734 | US$898K | 0.03% |
| Everus Construction Group, Inc. | 5,209 | US$864K | 0.03% |
| Standardaero, Inc. | 28,791 | US$861K | 0.03% |
| Extreme Networks, Inc. | 26,201 | US$848K | 0.03% |
| Stifel Financial Corporation | 12,079 | US$843K | 0.03% |
| Charles River Laboratories International, Inc. | 3,700 | US$839K | 0.03% |
| Csw Industrials, Inc. | 2,986 | US$831K | 0.03% |
| Sezzle Inc. | 4,730 | US$812K | 0.03% |
| Solstice Advanced Materials Inc. | 9,128 | US$809K | 0.03% |
| Perimeter Solutions, Sa | 22,451 | US$800K | 0.03% |
| Acadian Asset Management Inc. | 11,117 | US$795K | 0.03% |
| Primoris Services Corporation | 7,956 | US$789K | 0.03% |
| Valmont Industries, Inc. | 1,356 | US$783K | 0.03% |
| Nwpx Infrastructure, Inc. | 5,012 | US$751K | 0.03% |
| Dorman Products, Inc. | 5,120 | US$699K | 0.02% |
| Texas Roadhouse, Inc. | 3,594 | US$694K | 0.02% |
| Tpg Inc. | 16,842 | US$683K | 0.02% |
| Bj's Wholesale Club Holdings, Inc. | 7,694 | US$671K | 0.02% |
| Carlisle Companies Incorporated | 1,846 | US$670K | 0.02% |
| Kinsale Capital Group, Inc. | 2,029 | US$669K | 0.02% |
| Ligand Pharmaceuticals Incorporated | 2,105 | US$665K | 0.02% |
| Ryan Specialty Holdings, Inc. | 17,615 | US$665K | 0.02% |
| Mueller Water Products | 24,545 | US$634K | 0.02% |
| Graham Corporation | 4,987 | US$617K | 0.02% |
| Herc Holdings Inc. | 4,300 | US$616K | 0.02% |
| Powell Industries, Inc. | 2,120 | US$607K | 0.02% |
| Ultra Clean Holdings, Inc. | 4,224 | US$602K | 0.02% |
| Ichor Holdings | 5,294 | US$594K | 0.02% |
| Axogen, Inc. | 12,620 | US$583K | 0.02% |
| Churchill Downs, Incorporated | 6,461 | US$579K | 0.02% |
| Chemed Corp | 1,206 | US$562K | 0.02% |
| Adeia Inc. | 16,957 | US$558K | 0.02% |
| Knowles Corporation | 13,378 | US$555K | 0.02% |
| Transunion | 7,660 | US$553K | 0.02% |
| Sharkninja, Inc. | 3,613 | US$550K | 0.02% |
| Knife Riv Holding Co. | 6,427 | US$538K | 0.02% |
| Ies Holdings, Inc. | 730 | US$536K | 0.02% |
| Materion Corporation | 1,791 | US$533K | 0.02% |
| Kulicke And Soffa Industries, Inc. | 3,958 | US$529K | 0.02% |
| Nlight, Inc. | 7,566 | US$527K | 0.02% |
| Green Brick Partners, Inc. | 6,493 | US$520K | 0.02% |
| Backblaze, Inc. | 32,677 | US$518K | 0.02% |
| Affiliated Managers Group, Inc. | 1,523 | US$515K | 0.02% |
| Skywest, Inc. | 5,081 | US$505K | 0.02% |
| Packaging Corporation Of America | 2,108 | US$502K | 0.02% |
| Anterix Inc. | 4,866 | US$501K | 0.02% |
| Gcm Grosvenor Inc. | 39,870 | US$490K | 0.02% |
| Enova International, Inc. | 2,005 | US$483K | 0.02% |
| Victorias Secret & Co. | 5,686 | US$475K | 0.02% |
| Darling Ingredients Inc. | 8,671 | US$474K | 0.02% |
| Service Corporation International | 6,217 | US$472K | 0.02% |
| Axcelis Technologies, Inc. | 2,485 | US$471K | 0.02% |
| Assurant, Inc. | 1,718 | US$461K | 0.02% |