| Kla Corporation | 191K | US$57.8M | 2.3% |
| Applied Materials, Inc. | 72,843 | US$52.7M | 2.1% |
| Amphenol Corporation | 276K | US$48.6M | 2.0% |
| Alphabet Inc (google) Class C | 134K | US$48.1M | 2.0% |
| Lam Research Corporation | 108K | US$46.9M | 1.9% |
| Arista Networks, Inc. | 253K | US$42.9M | 1.7% |
| Rockwell Automation, Inc. | 82,553 | US$40.9M | 1.7% |
| Apple Inc | 141K | US$40.8M | 1.7% |
| Jabil Inc. | 105K | US$40.4M | 1.6% |
| Comfort Systems Usa, Inc. | 19,928 | US$39.5M | 1.6% |
| W.w. Grainger, Inc. | 28,956 | US$39.4M | 1.6% |
| Broadcom Inc. | 104K | US$39.3M | 1.6% |
| Neurocrine Biosciences, Inc. | 229K | US$38.6M | 1.6% |
| Cardinal Health, Inc. | 162K | US$38.5M | 1.6% |
| Amazon.com, Inc. | 151K | US$36M | 1.5% |
| Abbvie Inc. | 143K | US$36M | 1.5% |
| Halozyme Therapeutics, Inc. | 447K | US$35M | 1.4% |
| Cdw Corporation | 239K | US$33.6M | 1.4% |
| Jones Lang Lasalle Incorporated | 106K | US$32.8M | 1.3% |
| Applovin Corporation | 63,304 | US$32.6M | 1.3% |
| American Express Company | 95,824 | US$32.4M | 1.3% |
| Marriott International | 87,322 | US$32.4M | 1.3% |
| Visa Inc. | 94,170 | US$32.3M | 1.3% |
| Motorola Solutions, Inc. | 77,457 | US$32.2M | 1.3% |
| Dynatrace, Inc. | 732K | US$32.1M | 1.3% |
| Tapestry, Inc. | 219K | US$32.1M | 1.3% |
| Emcor Group, Inc. | 38,566 | US$32M | 1.3% |
| Ge Vernova Inc. | 27,089 | US$31.8M | 1.3% |
| Carnival Corporation Ltd. | 1.11M | US$31.8M | 1.3% |
| Amgen Inc. | 87,346 | US$31.6M | 1.3% |
| Microsoft Corp. | 84,286 | US$31.4M | 1.3% |
| Costco Wholesale Corporation | 33,174 | US$31M | 1.3% |
| Charles Schwab Corporation (the) | 332K | US$30.6M | 1.2% |
| Illinois Tool Works Inc. | 113K | US$30.5M | 1.2% |
| Meta Platforms, Inc. | 54,086 | US$30.5M | 1.2% |
| Mastercard Incorporated | 59,271 | US$30.4M | 1.2% |
| Tjx Companies, Inc. (the) | 196K | US$29.6M | 1.2% |
| Nrg Energy, Inc. | 199K | US$29.1M | 1.2% |
| The Hershey Company | 165K | US$29M | 1.2% |
| Nvidia Corporation | 144K | US$28.9M | 1.2% |
| Mckesson Corporation | 37,423 | US$28.3M | 1.1% |
| Lowe's Companies, Inc. | 128K | US$28.1M | 1.1% |
| Moody's Corporation | 61,696 | US$27.9M | 1.1% |
| Uber Technologies, Inc. | 378K | US$27.3M | 1.1% |
| Apollo Global Management, Inc. (new) | 228K | US$27M | 1.1% |
| Union Pacific Corporation | 94,444 | US$25.7M | 1.0% |
| Netflix, Inc. | 342K | US$24.4M | 0.99% |
| Ptc Inc. | 189K | US$21.5M | 0.87% |
| Tradeweb Markets Inc. | 212K | US$21.1M | 0.86% |
| Ulta Beauty, Inc. | 45,190 | US$20.4M | 0.83% |
| Salesforce, Inc. | 111K | US$17.4M | 0.71% |
| Pegasystems Inc. | 568K | US$17M | 0.69% |
| Autodesk, Inc. | 87,182 | US$16.9M | 0.69% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 34,167 | US$16.3M | 0.66% |
| Intuit Inc. | 58,302 | US$15.2M | 0.62% |
| Sanmina Corporation | 49,282 | US$12.5M | 0.51% |
| Aar Corp. | 83,456 | US$11.9M | 0.48% |
| Cardinal Infrastructure Group Inc. | 121K | US$11.4M | 0.46% |
| Life Time Group Holdings, Inc. | 278K | US$11.4M | 0.46% |
| Sterling Infrastructure, Inc. | 13,175 | US$11.1M | 0.45% |
| Ies Holdings, Inc. | 14,849 | US$10.9M | 0.44% |
| Imax Corporation | 272K | US$10.8M | 0.44% |
| Ufp Technologies, Inc. | 37,323 | US$9.9M | 0.40% |
| Remitly Global, Inc. | 426K | US$9.54M | 0.39% |
| Solaris Energy Infrastructure, Inc. | 118K | US$9.48M | 0.38% |
| Palomar Holdings, Inc. | 74,735 | US$9.45M | 0.38% |
| Nextpower Inc. | 77,684 | US$9.26M | 0.38% |
| Dycom Industries, Inc. | 18,265 | US$9.23M | 0.37% |
| Brightspring Health Services, Inc. | 132K | US$9.21M | 0.37% |
| Spx Technologies, Inc. | 37,523 | US$9.2M | 0.37% |
| Axos Financial, Inc. | 94,091 | US$9.16M | 0.37% |
| Advanced Energy Industries, Inc. | 24,485 | US$9.13M | 0.37% |
| Modine Manufacturing Company | 33,888 | US$9.05M | 0.37% |
| Medpace Holdings, Inc. | 16,664 | US$8.83M | 0.36% |
| Fabrinet | 15,678 | US$8.81M | 0.36% |
| Teva Pharmaceutical Industries Limited | 260K | US$8.8M | 0.36% |
| Privia Health Group, Inc. | 340K | US$8.75M | 0.36% |
| Healthequity, Inc. | 96,839 | US$8.75M | 0.36% |
| Caretrust Reit, Inc. | 210K | US$8.48M | 0.34% |
| Addus Homecare Corporation | 84,416 | US$8.48M | 0.34% |
| Sprouts Farmers Market, Inc. | 99,876 | US$8.45M | 0.34% |
| Merit Medical Systems, Inc. | 121K | US$8.4M | 0.34% |
| Federal Signal Corporation | 64,673 | US$8.31M | 0.34% |
| Commvault Systems, Inc. | 58,551 | US$8.3M | 0.34% |
| Belden Inc | 67,286 | US$8.07M | 0.33% |
| Innodata Inc. | 106K | US$8.04M | 0.33% |
| Exlservice Holdings, Inc. | 311K | US$8.03M | 0.33% |
| Huron Consulting Group Inc. | 88,617 | US$7.99M | 0.32% |
| Rambus, Inc. | 58,896 | US$7.82M | 0.32% |
| Nmi Holdings Inc | 189K | US$7.76M | 0.32% |
| Zeta Global Holdings Corp. | 388K | US$7.63M | 0.31% |
| Covista Inc. | 61,036 | US$7.61M | 0.31% |
| Waystar Holding Corp. | 358K | US$7.36M | 0.30% |
| Pearson Plc | 454K | US$7.22M | 0.29% |
| The Ensign Group, Inc. | 45,013 | US$7.22M | 0.29% |
| Transmedics Group, Inc. | 108K | US$7.18M | 0.29% |
| Hudbay Minerals Inc | 298K | US$7.04M | 0.29% |
| Brinks Company (the) | 72,104 | US$6.81M | 0.28% |
| Kinsale Capital Group, Inc. | 20,634 | US$6.81M | 0.28% |
| Boot Barn Holdings, Inc. | 40,146 | US$6.59M | 0.27% |