| Nvidia Corporation | 506K | US$101M | 1.5% |
| Applied Materials, Inc. | 122K | US$88.4M | 1.3% |
| Hut 8 Corp. | 706K | US$81.6M | 1.2% |
| Regal Rexnord Corporation | 303K | US$72.1M | 1.1% |
| Devon Energy Corporation | 1.67M | US$69.2M | 1.0% |
| Apollo Global Management, Inc. (new) | 583K | US$69M | 1.0% |
| Lam Research Corporation | 156K | US$67.4M | 1.00% |
| Bloom Energy Corporation | 218K | US$66M | 0.98% |
| Csx Corporation | 1.22M | US$58M | 0.86% |
| Galaxy Digital Inc. | 2.08M | US$56.9M | 0.84% |
| Ally Financial Inc. | 1.23M | US$56.6M | 0.84% |
| Amazon.com, Inc. | 223K | US$53.3M | 0.79% |
| Capital One Financial Corporation | 264K | US$53M | 0.79% |
| Ralliant Corporation | 687K | US$50.6M | 0.75% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 99,587 | US$47.6M | 0.71% |
| Hub Group, Inc. | 1.01M | US$44.3M | 0.66% |
| Ducommun Incorporated | 239K | US$44.2M | 0.66% |
| Riot Platforms, Inc. | 1.44M | US$39.5M | 0.59% |
| Cipher Digital Inc. | 1.43M | US$35.1M | 0.52% |
| Sensient Technologies Corporation | 279K | US$34.4M | 0.51% |
| Itt Inc. | 174K | US$34.3M | 0.51% |
| Universal Health Services, Inc. | 222K | US$33.1M | 0.49% |
| Alphabet Inc (google) Class C | 91,050 | US$32.5M | 0.48% |
| Qnity Electronics, Inc. | 196K | US$32.1M | 0.48% |
| Freeport-mcmoran, Inc. | 444K | US$27.9M | 0.41% |
| Woodward, Inc. | 65,438 | US$27.8M | 0.41% |
| Terex Corporation | 383K | US$27.7M | 0.41% |
| Fluor Corporation | 520K | US$27.2M | 0.40% |
| Global Payments Inc. | 370K | US$26.8M | 0.40% |
| Advanced Micro Devices Inc | 44,252 | US$25.7M | 0.38% |
| Snowflake Inc. | 94,577 | US$24.1M | 0.36% |
| Rbc Bearings Incorporated | 36,236 | US$23.3M | 0.35% |
| Prologis, Inc. | 169K | US$22.9M | 0.34% |
| Viatris Inc. | 1.43M | US$22.7M | 0.34% |
| Qxo, Inc. | 1.29M | US$22.3M | 0.33% |
| Tenet Healthcare Corporation | 118K | US$22M | 0.33% |
| Huntington Bancshares Incorporated | 1.19M | US$21M | 0.31% |
| Fidelity National Information Services, Inc. | 537K | US$20.9M | 0.31% |
| Welltower Inc. | 90,277 | US$20.5M | 0.30% |
| Vistra Corp. | 127K | US$20.2M | 0.30% |
| The Cigna Group | 71,134 | US$19.6M | 0.29% |
| Rithm Capital Corp. | 2.02M | US$19M | 0.28% |
| Cadence Design Systems, Inc. | 49,968 | US$18.8M | 0.28% |
| Comfort Systems Usa, Inc. | 9,050 | US$17.9M | 0.27% |
| Zimmer Biomet Holdings, Inc. | 199K | US$17.1M | 0.25% |
| Spx Technologies, Inc. | 69,692 | US$17.1M | 0.25% |
| Genuine Parts Company | 139K | US$16.4M | 0.24% |
| Microsoft Corp. | 44,000 | US$16.4M | 0.24% |
| Lpl Financial Holdings Inc. | 55,840 | US$15.7M | 0.23% |
| Visa Inc. | 45,506 | US$15.6M | 0.23% |
| Bain Capital Gss Investment Corp. | 1.5M | US$15.4M | 0.23% |
| Revolution Medicines, Inc. | 81,700 | US$15.3M | 0.23% |
| Equitable Holdings, Inc. | 345K | US$15.2M | 0.22% |
| Servicenow, Inc. | 152K | US$15.1M | 0.22% |
| Intuit Inc. | 55,840 | US$14.6M | 0.22% |
| Zoetis Inc. | 203K | US$14.6M | 0.22% |
| American Exceptionalism Acquisition Corp. A | 1.2M | US$14.2M | 0.21% |
| Sanofi Sa | 330K | US$14.1M | 0.21% |
| Cognizant Technology Solutions Corporation | 357K | US$13.8M | 0.21% |
| Saia, Inc. | 31,362 | US$13.2M | 0.20% |
| Valero Energy Corporation | 50,657 | US$13.2M | 0.20% |
| Coca-cola Company (the) | 159K | US$12.9M | 0.19% |
| Kkr & Co. Inc. | 140K | US$12.8M | 0.19% |
| Gores Holdings X, Inc. | 1.23M | US$12.8M | 0.19% |
| Wells Fargo & Company | 154K | US$12.7M | 0.19% |
| Perimeter Acquisition Corp. I | 1.2M | US$12.5M | 0.19% |
| Builders Firstsource, Inc. | 139K | US$12.5M | 0.18% |
| Tpg Inc. | 307K | US$12.5M | 0.18% |
| Bank Of America Corporation | 216K | US$12.3M | 0.18% |
| Bwx Technologies, Inc. | 62,977 | US$12.3M | 0.18% |
| Fortinet, Inc. | 79,752 | US$12.3M | 0.18% |
| Chemocentryx Inc. | 700K | US$12.2M | 0.18% |
| Jp Morgan Chase & Co. | 37,008 | US$12.1M | 0.18% |
| Unusual Machines, Inc. | 538K | US$12M | 0.18% |
| Amphenol Corporation | 66,641 | US$11.8M | 0.17% |
| Genmab A/s | 420K | US$11.6M | 0.17% |
| Talen Energy Corporation | 30,000 | US$11.5M | 0.17% |
| Oneim Acquisition Corp. | 1.1M | US$11.1M | 0.16% |
| Churchill Capital Corp Ix | 1M | US$10.9M | 0.16% |
| Ftai Aviation Ltd. | 40,000 | US$10.8M | 0.16% |
| Iqvia Holdings, Inc. | 55,756 | US$10.8M | 0.16% |
| Bold Eagle Acquisition Corp. | 1M | US$10.7M | 0.16% |
| Keurig Dr Pepper Inc. | 323K | US$10.6M | 0.16% |
| Propetro Holding Corp. | 734K | US$10.5M | 0.16% |
| Berto Acquisition Corp. | 1M | US$10.5M | 0.16% |
| Forgent Power Solutions, Inc. | 186K | US$10.4M | 0.15% |
| Eqv Ventures Acquisition Corp. Ii | 1M | US$10.2M | 0.15% |
| Metals Acquisition Corp. Ii | 1M | US$10.2M | 0.15% |
| Roku, Inc. | 73,300 | US$10.1M | 0.15% |
| Fortress Value Acquisition Corp. V | 1M | US$10.1M | 0.15% |
| Golar Lng Limited | 202K | US$10.1M | 0.15% |
| Krakacquisition Corp | 1M | US$10M | 0.15% |
| Cognex Corporation | 138K | US$9.98M | 0.15% |
| Credo Technology Group Holding Ltd | 36,626 | US$9.96M | 0.15% |
| Averin Capital Acquisition Corp. | 1M | US$9.96M | 0.15% |
| Cme Group Inc. | 45,000 | US$9.94M | 0.15% |
| Ingersoll Rand Inc. | 112K | US$9.22M | 0.14% |
| Conocophillips | 86,000 | US$8.94M | 0.13% |
| Bio-techne Corp | 126K | US$8.88M | 0.13% |
| Synopsys, Inc. | 19,790 | US$8.83M | 0.13% |