| Arista Networks, Inc. | 8,291 | US$1.5M | 3.8% |
| Alphabet Inc (google) Class C | 3,554 | US$1.27M | 3.3% |
| Thermo Fisher Scientific Inc | 1,886 | US$1.08M | 2.8% |
| Cisco Systems, Inc. | 9,169 | US$1.06M | 2.7% |
| Heico Corporation | 4,000 | US$1.03M | 2.6% |
| Apple Inc | 2,753 | US$850K | 2.2% |
| F5, Inc. | 1,966 | US$818K | 2.1% |
| Williams Companies, Inc. (the) | 9,505 | US$680K | 1.8% |
| Altria Group, Inc. | 9,271 | US$633K | 1.6% |
| Walmart Inc. | 5,685 | US$632K | 1.6% |
| Cencora, Inc. | 2,029 | US$632K | 1.6% |
| Nrg Energy, Inc. | 4,562 | US$613K | 1.6% |
| Verizon Communications Inc. | 12,625 | US$591K | 1.5% |
| Kla Corporation | 3,133 | US$573K | 1.5% |
| Berkshire Hathaway Inc. | 1,114 | US$570K | 1.5% |
| T-mobile Us, Inc. | 3,162 | US$546K | 1.4% |
| Costco Wholesale Corporation | 567 | US$540K | 1.4% |
| Stryker Corporation | 1,508 | US$491K | 1.3% |
| Resmed Inc. | 2,325 | US$491K | 1.3% |
| Autozone, Inc. | 149 | US$477K | 1.2% |
| Hormel Foods Corporation | 18,865 | US$472K | 1.2% |
| S&p Global Inc. | 1,135 | US$465K | 1.2% |
| Kroger Company (the) | 8,350 | US$464K | 1.2% |
| Vici Properties Inc. | 17,280 | US$455K | 1.2% |
| Abbott Laboratories | 4,211 | US$445K | 1.1% |
| Amphenol Corporation | 2,513 | US$443K | 1.1% |
| Ichor Holdings | 5,860 | US$441K | 1.1% |
| Paychex, Inc. | 3,646 | US$426K | 1.1% |
| Aecom | 5,460 | US$395K | 1.0% |
| Cognizant Technology Solutions Corporation | 6,958 | US$385K | 0.99% |
| Palo Alto Networks, Inc. | 1,127 | US$384K | 0.99% |
| Comfort Systems Usa, Inc. | 198 | US$372K | 0.96% |
| Timken Company (the) | 2,280 | US$331K | 0.85% |
| Argan, Inc. | 567 | US$323K | 0.83% |
| Paccar Inc. | 2,426 | US$322K | 0.83% |
| Graham Holdings Company | 267 | US$321K | 0.83% |
| Royal Caribbean Cruises Ltd. | 1,000 | US$318K | 0.82% |
| Caseys General Stores, Inc. | 364 | US$317K | 0.82% |
| Regeneron Pharmaceuticals, Inc. | 413 | US$315K | 0.81% |
| Curtiss-wright Corporation | 401 | US$304K | 0.78% |
| The Travelers Companies, Inc. | 809 | US$303K | 0.78% |
| Hilton Worldwide Holdings Inc. | 930 | US$301K | 0.77% |
| Acadian Asset Management Inc. | 4,110 | US$294K | 0.76% |
| Dorman Products, Inc. | 2,114 | US$282K | 0.72% |
| Tjx Companies, Inc. (the) | 1,739 | US$274K | 0.70% |
| Knight-swift Transportation Holdings Inc. | 3,815 | US$273K | 0.70% |
| Ralph Lauren Corporation | 640 | US$257K | 0.66% |
| American Express Company | 735 | US$256K | 0.66% |
| Jones Lang Lasalle Incorporated | 714 | US$253K | 0.65% |
| Vertex Pharmaceuticals Incorporated | 526 | US$251K | 0.65% |
| Firstcash Holdings, Inc. | 1,222 | US$249K | 0.64% |
| Cadence Design Systems, Inc. | 723 | US$246K | 0.63% |
| Linde Plc | 502 | US$240K | 0.62% |
| Microsoft Corp. | 511 | US$237K | 0.61% |
| Hanover Insurance Group Inc | 1,042 | US$232K | 0.60% |
| Centene Corporation | 3,599 | US$231K | 0.59% |
| Arcbest Corporation | 1,586 | US$229K | 0.59% |
| Murphy Usa Inc. | 347 | US$224K | 0.58% |
| Mastercard Incorporated | 385 | US$221K | 0.57% |
| Packaging Corporation Of America | 885 | US$218K | 0.56% |
| O'reilly Automotive, Inc. | 2,414 | US$216K | 0.55% |
| Dexcom, Inc. | 2,575 | US$215K | 0.55% |
| Matson, Inc. | 1,035 | US$210K | 0.54% |
| Autoliv, Inc. | 1,693 | US$209K | 0.54% |
| Lowe's Companies, Inc. | 968 | US$207K | 0.53% |
| Acuity Inc. | 539 | US$203K | 0.52% |
| Boyd Gaming Corporation | 2,339 | US$199K | 0.51% |
| Charter Communications, Inc. | 1,381 | US$198K | 0.51% |
| Plexus Corp. | 721 | US$197K | 0.51% |
| Fox Corporation | 3,316 | US$193K | 0.50% |
| American Financial Group, Inc. | 1,360 | US$193K | 0.50% |
| Allison Transmission Holdings, Inc. | 1,682 | US$193K | 0.50% |
| International Business Machines Corporation | 857 | US$192K | 0.49% |
| Genco Shipping & Trading Limited | 7,620 | US$189K | 0.49% |
| Service Corporation International | 2,159 | US$186K | 0.48% |
| The Cigna Group | 666 | US$185K | 0.48% |
| Rogers Corporation | 1,121 | US$184K | 0.47% |
| Pricesmart, Inc. | 933 | US$180K | 0.46% |
| Ryder System, Inc. | 683 | US$178K | 0.46% |
| Resideo Technologies, Inc. | 5,130 | US$176K | 0.45% |
| Teekay Tankers Ltd. | 2,694 | US$175K | 0.45% |
| Synopsys, Inc. | 444 | US$173K | 0.44% |
| Caci International, Inc. | 372 | US$172K | 0.44% |
| Progressive Corporation (the) | 808 | US$171K | 0.44% |
| Fiserv, Inc. | 3,136 | US$169K | 0.43% |
| National Fuel Gas Company | 2,042 | US$168K | 0.43% |
| Crane Nxt, Co. | 3,125 | US$162K | 0.42% |
| Azz Inc. | 1,068 | US$160K | 0.41% |
| Applied Industrial Technologies, Inc. | 445 | US$154K | 0.39% |
| Gentherm Inc | 3,840 | US$153K | 0.39% |
| Ares Capital Corporation | 7,860 | US$147K | 0.38% |
| Ingles Markets, Incorporated | 1,594 | US$143K | 0.37% |
| Netflix, Inc. | 1,982 | US$142K | 0.37% |
| Watts Water Technologies, Inc. | 411 | US$142K | 0.37% |
| Bj's Wholesale Club Holdings, Inc. | 1,452 | US$142K | 0.37% |
| Napco Security Technologies, Inc. | 3,779 | US$140K | 0.36% |
| Verisk Analytics, Inc. | 708 | US$138K | 0.35% |
| Trinet Group, Inc. | 2,026 | US$133K | 0.34% |
| Sensient Technologies Corporation | 1,052 | US$130K | 0.33% |
| National Vision Holdings, Inc. | 5,992 | US$129K | 0.33% |