| Home Depot, Inc. (the) | 124K | US$43.7M | 3.8% |
| Tapestry, Inc. | 289K | US$42.3M | 3.7% |
| Dover Corporation | 171K | US$38.4M | 3.4% |
| Dycom Industries, Inc. | 72,663 | US$36.7M | 3.2% |
| Dick's Sporting Goods Inc | 135K | US$30.6M | 2.7% |
| Howmet Aerospace Inc. | 113K | US$30.3M | 2.7% |
| Ralph Lauren Corporation | 75,000 | US$30.1M | 2.6% |
| 3m Company | 179K | US$29M | 2.5% |
| Amer Sports, Inc. | 835K | US$28.3M | 2.5% |
| Hilton Worldwide Holdings Inc. | 85,000 | US$28.1M | 2.5% |
| Ross Stores, Inc. | 130K | US$27.7M | 2.4% |
| Amazon.com, Inc. | 115K | US$27.4M | 2.4% |
| Viking Holdings Ltd | 240K | US$25.1M | 2.2% |
| Xpo, Inc. | 99,530 | US$20.4M | 1.8% |
| Microchip Technology Incorporated | 224K | US$20.4M | 1.8% |
| Hewlett Packard Enterprise Company | 440K | US$19.9M | 1.7% |
| Lowe's Companies, Inc. | 90,000 | US$19.8M | 1.7% |
| Idex Corporation | 86,055 | US$19.5M | 1.7% |
| Applied Optoelectronics, Inc. | 131K | US$19.4M | 1.7% |
| Arrow Electronics, Inc. | 89,905 | US$19.2M | 1.7% |
| Marriott International | 50,000 | US$18.5M | 1.6% |
| Old Dominion Freight Line, Inc. | 85,000 | US$18.4M | 1.6% |
| Dutch Bros Inc. | 247K | US$17.7M | 1.6% |
| Victorias Secret & Co. | 200K | US$16.7M | 1.5% |
| Doordash, Inc. | 90,000 | US$16.6M | 1.5% |
| Coherent Corp. | 35,860 | US$14.1M | 1.2% |
| Nvidia Corporation | 70,000 | US$14M | 1.2% |
| Copa Holdings, S.a. | 88,900 | US$13.8M | 1.2% |
| Boot Barn Holdings, Inc. | 83,100 | US$13.7M | 1.2% |
| Knight-swift Transportation Holdings Inc. | 175K | US$13.6M | 1.2% |
| Chipotle Mexican Grill, Inc. | 400K | US$13.6M | 1.2% |
| D.r. Horton, Inc. | 80,000 | US$13M | 1.1% |
| Life Time Group Holdings, Inc. | 296K | US$12.1M | 1.1% |
| Live Nation Entertainment, Inc. | 65,000 | US$11.9M | 1.0% |
| Toll Brothers, Inc. | 70,000 | US$11.5M | 1.0% |
| Airbnb, Inc. | 80,000 | US$11.4M | 1.0% |
| Yeti Holdings, Inc. | 220K | US$10.9M | 0.95% |
| Generac Holdings Inc. | 36,142 | US$10.6M | 0.93% |
| Floor & Decor Holdings, Inc. | 178K | US$10.5M | 0.92% |
| Saia, Inc. | 24,000 | US$10.1M | 0.89% |
| Carnival Corporation Ltd. | 350K | US$10M | 0.88% |
| Red Rock Resorts, Inc. | 150K | US$9.76M | 0.85% |
| Best Buy Co., Inc. | 128K | US$9.67M | 0.85% |
| Roku, Inc. | 70,000 | US$9.67M | 0.85% |
| J.b. Hunt Transport Services, Inc. | 33,200 | US$9.61M | 0.84% |
| Burlington Stores, Inc. | 30,000 | US$9.5M | 0.83% |
| Reddit, Inc. | 50,000 | US$8.68M | 0.76% |
| Lumentum Holdings Inc. | 10,000 | US$8.58M | 0.75% |
| Carter's, Inc. | 200K | US$8.23M | 0.72% |
| Digitalocean Holdings, Inc. | 50,000 | US$7.85M | 0.69% |
| Target Corporation | 60,000 | US$7.84M | 0.69% |
| Urban Outfitters, Inc. | 110K | US$7.79M | 0.68% |
| Delta Air Lines, Inc. | 80,000 | US$7.49M | 0.66% |
| Uber Technologies, Inc. | 100K | US$7.22M | 0.63% |
| Propetro Holding Corp. | 491K | US$7.04M | 0.62% |
| Aecom | 92,048 | US$6.42M | 0.56% |
| Five Below, Inc. | 35,000 | US$6.29M | 0.55% |
| Fedex Corporation | 20,000 | US$6.26M | 0.55% |
| Alphabet Inc (google) Class C | 17,000 | US$6.08M | 0.53% |
| Sphere Entertainment Co. | 35,000 | US$6.06M | 0.53% |
| Crocs, Inc. | 50,000 | US$6.03M | 0.53% |
| Coreweave, Inc. | 52,297 | US$5.21M | 0.46% |
| Churchill Downs, Incorporated | 57,527 | US$5.16M | 0.45% |
| Deckers Outdoor Corporation | 50,000 | US$4.96M | 0.43% |
| Brunswick Corporation | 58,808 | US$4.95M | 0.43% |
| United Airlines Holdings, Inc. | 35,000 | US$4.76M | 0.42% |
| Maplebear Inc. | 100K | US$4.74M | 0.41% |
| Academy Sports And Outdoors, Inc. | 90,000 | US$4.24M | 0.37% |
| Dollar Tree, Inc. | 35,000 | US$4.23M | 0.37% |
| O'reilly Automotive, Inc. | 45,000 | US$4.14M | 0.36% |
| Draftkings Inc. | 150K | US$3.79M | 0.33% |
| Wayfair Inc. | 40,000 | US$3.7M | 0.32% |
| Marinemax, Inc. (fl) | 96,978 | US$3.55M | 0.31% |
| Mercadolibre, Inc. | 2,000 | US$3.39M | 0.30% |
| Netflix, Inc. | 40,000 | US$2.86M | 0.25% |
| Penn Entertainment, Inc. | 125K | US$2.67M | 0.23% |
| Southwest Airlines Company | 50,000 | US$2.57M | 0.23% |
| Vishay Intertechnology, Inc. | 30,000 | US$1.61M | 0.14% |
| Group 1 Automotive, Inc. | 4,600 | US$1.34M | 0.12% |
| Onewater Marine Inc. | 70,659 | US$796K | 0.07% |
| Ollie's Bargain Outlet Holdings, Inc. | 5,000 | US$384K | 0.03% |
| X-energy, Inc. | 20,000 | US$367K | 0.03% |
| Omnicom Group Inc. | 3,000 | US$218K | 0.02% |
| Mcdonald's Corporation | 0 | US$0 | 0.00% |
| Meta Platforms, Inc. | 0 | US$0 | 0.00% |
| Micron Technology, Inc. | 0 | US$0 | 0.00% |
| Mks Inc. | 0 | US$0 | 0.00% |
| Peloton Interactive, Inc. | 0 | US$0 | 0.00% |
| Sharkninja, Inc. | 0 | US$0 | 0.00% |
| Signet Jewelers Limited | 0 | US$0 | 0.00% |
| Tjx Companies, Inc. (the) | 0 | US$0 | 0.00% |
| Wynn Resorts, Limited | 0 | US$0 | 0.00% |
| Zebra Technologies Corporation | 0 | US$0 | 0.00% |
| Advanced Micro Devices Inc | 0 | US$0 | 0.00% |
| American Eagle Outfitters, Inc. | 0 | US$0 | 0.00% |
| Autozone, Inc. | 0 | US$0 | 0.00% |
| Black Rock Coffee Bar, Inc. | 0 | US$0 | 0.00% |
| Booking Holdings Inc. Common Stock | 0 | US$0 | 0.00% |
| Brinker International, Inc. | 0 | US$0 | 0.00% |
| Capri Holdings Limited | 0 | US$0 | 0.00% |