| Nvidia Corporation | 344K | US$68.8M | 4.6% |
| Apple Inc | 203K | US$58.6M | 3.9% |
| Alphabet Inc (google) Class C | 137K | US$48.8M | 3.2% |
| Microsoft Corp. | 114K | US$42.6M | 2.8% |
| Broadcom Inc. | 80,607 | US$30.4M | 2.0% |
| Amazon.com, Inc. | 127K | US$30.3M | 2.0% |
| Jp Morgan Chase & Co. | 61,789 | US$20.2M | 1.3% |
| Advanced Micro Devices Inc | 34,391 | US$20M | 1.3% |
| Meta Platforms, Inc. | 33,124 | US$18.7M | 1.2% |
| Cisco Systems, Inc. | 159K | US$18.6M | 1.2% |
| Eli Lilly And Company | 14,081 | US$16.9M | 1.1% |
| Lam Research Corporation | 38,724 | US$16.8M | 1.1% |
| Morgan Stanley | 75,241 | US$15.7M | 1.0% |
| Ligand Pharmaceuticals Incorporated | 46,921 | US$14.8M | 0.99% |
| International Business Machines Corporation | 47,187 | US$13.3M | 0.88% |
| Palo Alto Networks, Inc. | 38,730 | US$13.2M | 0.88% |
| Wintrust Financial Corporation | 81,946 | US$13.2M | 0.88% |
| Rtx Corporation | 68,291 | US$13M | 0.86% |
| United Rentals, Inc. | 11,425 | US$12.9M | 0.86% |
| Entergy Corporation | 110K | US$12.6M | 0.84% |
| Unitedhealth Group Incorporated | 30,090 | US$12.5M | 0.83% |
| Tesla, Inc. | 29,549 | US$12.4M | 0.83% |
| Esco Technologies Inc. | 35,089 | US$12.3M | 0.82% |
| Pnc Financial Services Group, Inc. (the) | 49,479 | US$12.2M | 0.81% |
| Sitime Corporation | 15,866 | US$11.8M | 0.79% |
| Applied Industrial Technologies, Inc. | 34,221 | US$11.6M | 0.77% |
| Quanta Services, Inc. | 16,065 | US$11.6M | 0.77% |
| Abbvie Inc. | 45,889 | US$11.5M | 0.77% |
| Western Digital Corporation | 17,816 | US$11.4M | 0.76% |
| Credo Technology Group Holding Ltd | 41,060 | US$11.2M | 0.74% |
| Macom Technology Solutions Holdings, Inc. | 29,168 | US$11.1M | 0.74% |
| Enpro Inc. | 28,953 | US$10.9M | 0.73% |
| Materion Corporation | 36,480 | US$10.8M | 0.72% |
| Home Depot, Inc. (the) | 30,465 | US$10.7M | 0.71% |
| Visa Inc. | 30,635 | US$10.5M | 0.70% |
| Marathon Petroleum Corporation | 39,635 | US$10.1M | 0.67% |
| Enova International, Inc. | 41,858 | US$10.1M | 0.67% |
| Sterling Infrastructure, Inc. | 11,205 | US$9.41M | 0.63% |
| Coca-cola Company (the) | 112K | US$9.14M | 0.61% |
| Vertiv Holdings, Llc | 27,136 | US$9.09M | 0.60% |
| Modine Manufacturing Company | 33,034 | US$8.82M | 0.59% |
| Bel Fuse Inc. | 25,819 | US$8.6M | 0.57% |
| Eastgroup Properties, Inc. | 42,118 | US$8.53M | 0.57% |
| Micron Technology, Inc. | 7,369 | US$8.51M | 0.57% |
| Ies Holdings, Inc. | 11,518 | US$8.46M | 0.56% |
| Citigroup, Inc. | 60,450 | US$8.46M | 0.56% |
| The Hartford Insurance Group, Inc. | 63,558 | US$8.42M | 0.56% |
| Federal Signal Corporation | 64,414 | US$8.28M | 0.55% |
| Johnson & Johnson | 32,530 | US$8.26M | 0.55% |
| Walmart Inc. | 71,766 | US$8.13M | 0.54% |
| Axcelis Technologies, Inc. | 41,615 | US$7.88M | 0.52% |
| Diamondback Energy, Inc. | 44,785 | US$7.87M | 0.52% |
| Applied Optoelectronics, Inc. | 53,055 | US$7.86M | 0.52% |
| Victory Capital Holdings, Inc. Class A Common Stock | 93,414 | US$7.85M | 0.52% |
| Mastercard Incorporated | 14,930 | US$7.67M | 0.51% |
| Onespaworld Holdings Limited | 271K | US$7.66M | 0.51% |
| Standex International Corporation | 20,101 | US$7.19M | 0.48% |
| Analog Devices, Inc. | 18,058 | US$7.17M | 0.48% |
| Ultra Clean Holdings, Inc. | 49,855 | US$7.11M | 0.47% |
| The Ensign Group, Inc. | 43,732 | US$7.01M | 0.47% |
| Axsome Therapeutics, Inc. | 28,630 | US$7.01M | 0.47% |
| Casella Waste Systems, Inc. | 71,084 | US$6.89M | 0.46% |
| Interdigital, Inc. | 24,120 | US$6.83M | 0.45% |
| Idacorp, Inc. | 44,637 | US$6.75M | 0.45% |
| Dave Inc. | 18,055 | US$6.73M | 0.45% |
| Seacoast Banking Corporation Of Florida | 202K | US$6.71M | 0.45% |
| Tyson Foods, Inc. | 117K | US$6.71M | 0.45% |
| Dell Technologies Inc. | 15,454 | US$6.67M | 0.44% |
| Darden Restaurants, Inc. | 31,182 | US$6.42M | 0.43% |
| Mueller Industries, Inc. | 51,703 | US$6.36M | 0.42% |
| Boot Barn Holdings, Inc. | 38,690 | US$6.36M | 0.42% |
| American Express Company | 18,785 | US$6.35M | 0.42% |
| Palomar Holdings, Inc. | 48,821 | US$6.17M | 0.41% |
| Costco Wholesale Corporation | 6,539 | US$6.12M | 0.41% |
| Procter & Gamble Company (the) | 41,706 | US$6.12M | 0.41% |
| Belden Inc | 50,456 | US$6.05M | 0.40% |
| Ross Stores, Inc. | 28,107 | US$5.98M | 0.40% |
| Cardinal Infrastructure Group Inc. | 63,364 | US$5.97M | 0.40% |
| Azz Inc. | 38,273 | US$5.93M | 0.39% |
| Enterprise Financial Services Corporation | 89,897 | US$5.92M | 0.39% |
| Ani Pharmaceuticals, Inc. | 69,893 | US$5.79M | 0.38% |
| Installed Building Products, Inc. | 24,898 | US$5.72M | 0.38% |
| Kodiak Gas Services, Inc. | 75,987 | US$5.71M | 0.38% |
| Wesbanco, Inc. | 143K | US$5.58M | 0.37% |
| Amgen Inc. | 15,256 | US$5.52M | 0.37% |
| Banner Corporation | 83,052 | US$5.52M | 0.37% |
| Chevron Corporation | 33,226 | US$5.51M | 0.37% |
| Vse Corporation | 23,955 | US$5.47M | 0.36% |
| Astrana Health Inc. | 115K | US$5.34M | 0.36% |
| Knife Riv Holding Co. | 63,598 | US$5.32M | 0.35% |
| Packaging Corporation Of America | 21,739 | US$5.18M | 0.34% |
| Green Brick Partners, Inc. | 64,237 | US$5.14M | 0.34% |
| Astera Labs, Inc. | 10,638 | US$5.14M | 0.34% |
| Maxlinear, Inc | 40,040 | US$5.13M | 0.34% |
| United Therapeutics Corporation | 9,275 | US$5.03M | 0.33% |
| Nmi Holdings Inc | 120K | US$4.92M | 0.33% |
| Netflix, Inc. | 68,023 | US$4.86M | 0.32% |
| Toll Brothers, Inc. | 29,270 | US$4.82M | 0.32% |
| Pjt Partners Inc. | 31,911 | US$4.82M | 0.32% |
| Pfizer, Inc. | 199K | US$4.79M | 0.32% |