| Apple Inc | 161K | US$49.8M | 3.4% |
| Amphenol Corporation | 272K | US$43.7M | 3.0% |
| Targa Resources, Inc. | 155K | US$41.9M | 2.9% |
| Comfort Systems Usa, Inc. | 21,774 | US$37.7M | 2.6% |
| Carpenter Technology Corporation | 64,155 | US$33.3M | 2.3% |
| Ati Inc. | 170K | US$31.8M | 2.2% |
| Western Digital Corporation | 54,411 | US$29.6M | 2.1% |
| Sandisk Corporation | 23,343 | US$28.4M | 2.0% |
| W.w. Grainger, Inc. | 20,160 | US$27.9M | 1.9% |
| Quanta Services, Inc. | 41,257 | US$27.5M | 1.9% |
| Howmet Aerospace Inc. | 96,757 | US$27.3M | 1.9% |
| Seagate Technology Holdings Plc | 31,004 | US$26.5M | 1.8% |
| Applied Materials, Inc. | 51,639 | US$26.2M | 1.8% |
| Micron Technology, Inc. | 30,491 | US$25.1M | 1.7% |
| Guardant Health, Inc. | 152K | US$24.6M | 1.7% |
| Trane Technologies Plc | 51,430 | US$23.4M | 1.6% |
| Arista Networks, Inc. | 127K | US$22.8M | 1.6% |
| Macom Technology Solutions Holdings, Inc. | 90,662 | US$22.8M | 1.6% |
| Robinhood Markets, Inc. | 243K | US$21M | 1.5% |
| Costco Wholesale Corporation | 21,716 | US$20.7M | 1.4% |
| Arrowhead Pharmaceuticals, Inc. | 235K | US$19.9M | 1.4% |
| Emcor Group, Inc. | 24,474 | US$19.5M | 1.4% |
| Jabil Inc. | 58,107 | US$18.3M | 1.3% |
| Alphabet Inc (google) Class C | 50,670 | US$18M | 1.2% |
| United Rentals, Inc. | 16,232 | US$17.5M | 1.2% |
| Lam Research Corporation | 55,920 | US$16.4M | 1.1% |
| Ttm Technologies, Inc. | 140K | US$16.2M | 1.1% |
| Mueller Industries, Inc. | 240K | US$15.9M | 1.1% |
| Sterling Infrastructure, Inc. | 25,762 | US$15.4M | 1.1% |
| Revolution Medicines, Inc. | 81,825 | US$15.3M | 1.1% |
| Advanced Micro Devices Inc | 30,736 | US$14.6M | 1.0% |
| Cloudflare, Inc. | 51,257 | US$14.3M | 0.99% |
| Curtiss-wright Corporation | 18,857 | US$13.7M | 0.95% |
| Dell Technologies Inc. | 32,710 | US$13.3M | 0.92% |
| Caterpillar, Inc. | 16,073 | US$13.1M | 0.91% |
| Intel Corporation | 144K | US$13M | 0.90% |
| Teradyne, Inc. | 34,995 | US$12.9M | 0.89% |
| Coherent Corp. | 47,497 | US$12.5M | 0.86% |
| Moog Inc. | 31,999 | US$12.5M | 0.86% |
| Kla Corporation | 67,661 | US$12.4M | 0.86% |
| Caseys General Stores, Inc. | 14,118 | US$12.3M | 0.85% |
| Clean Harbors, Inc. | 38,712 | US$12.1M | 0.84% |
| Mks Inc. | 40,408 | US$12M | 0.83% |
| Interactive Brokers Group, Inc. | 133K | US$11.7M | 0.81% |
| Hf Sinclair Corporation | 127K | US$11.6M | 0.80% |
| Roivant Sciences Ltd. | 338K | US$11.5M | 0.79% |
| Valero Energy Corporation | 34,744 | US$10.9M | 0.75% |
| Datadog, Inc. | 39,535 | US$10.6M | 0.73% |
| Dycom Industries, Inc. | 26,343 | US$10.6M | 0.73% |
| Ametek, Inc. | 42,021 | US$10.2M | 0.70% |
| Popular, Inc. | 57,734 | US$10.1M | 0.70% |
| Palo Alto Networks, Inc. | 30,310 | US$10.1M | 0.70% |
| Goldman Sachs Group, Inc. (the) | 9,848 | US$10M | 0.69% |
| Westinghouse Air Brake Technologies Corporation | 34,374 | US$10M | 0.69% |
| Corning Incorporated | 70,909 | US$9.8M | 0.68% |
| Woodward, Inc. | 27,173 | US$9.8M | 0.68% |
| Fortinet, Inc. | 60,301 | US$9.77M | 0.68% |
| Iron Mountain Incorporated (delaware) | 79,657 | US$9.74M | 0.67% |
| Eaton Corporation, Plc | 23,328 | US$9.69M | 0.67% |
| Monolithic Power Systems, Inc. | 6,773 | US$9.66M | 0.67% |
| The Bank Of New York Mellon Corporation | 61,667 | US$9.64M | 0.67% |
| Crowdstrike Holdings, Inc. | 50,238 | US$9.59M | 0.66% |
| Reliance, Inc. | 23,288 | US$9.46M | 0.65% |
| Jazz Pharmaceuticals Plc | 37,294 | US$9.43M | 0.65% |
| Centene Corporation | 149K | US$9.29M | 0.64% |
| Onto Innovation Inc. | 35,904 | US$9.28M | 0.64% |
| Moderna, Inc. | 169K | US$9.25M | 0.64% |
| Advanced Energy Industries, Inc. | 31,924 | US$9.24M | 0.64% |
| Axsome Therapeutics, Inc. | 42,377 | US$9.24M | 0.64% |
| Cvs Health Corporation | 87,991 | US$9.19M | 0.64% |
| Lattice Semiconductor Corporation | 73,735 | US$9.16M | 0.63% |
| Marriott International | 24,415 | US$9.1M | 0.63% |
| Marvell Technology, Inc. | 48,393 | US$9.08M | 0.63% |
| Rbc Bearings Incorporated | 16,302 | US$8.99M | 0.62% |
| Heico Corporation | 34,219 | US$8.83M | 0.61% |
| Cisco Systems, Inc. | 75,632 | US$8.77M | 0.61% |
| Affiliated Managers Group, Inc. | 23,912 | US$8.77M | 0.61% |
| Exelixis, Inc. | 165K | US$8.73M | 0.60% |
| Dt Midstream, Inc. | 62,417 | US$8.61M | 0.60% |
| Johnson Controls International Plc | 58,532 | US$8.58M | 0.59% |
| East West Bancorp, Inc. | 65,360 | US$8.56M | 0.59% |
| Hilton Worldwide Holdings Inc. | 26,569 | US$8.52M | 0.59% |
| Cummins Inc. | 13,214 | US$8.38M | 0.58% |
| Td Synnex Corporation | 32,491 | US$8.31M | 0.58% |
| Wesco International, Inc. | 23,994 | US$8.24M | 0.57% |
| Credo Technology Group Holding Ltd | 39,690 | US$8.22M | 0.57% |
| Keysight Technologies Inc. | 25,428 | US$8.11M | 0.56% |
| Borgwarner Inc. | 125K | US$7.98M | 0.55% |
| Steel Dynamics, Inc. | 31,723 | US$7.97M | 0.55% |
| Morgan Stanley | 37,048 | US$7.8M | 0.54% |
| Modine Manufacturing Company | 38,633 | US$7.77M | 0.54% |
| Amkor Technology, Inc. | 155K | US$7.75M | 0.54% |
| Texas Instruments Incorporated | 27,788 | US$7.66M | 0.53% |
| Freeport-mcmoran, Inc. | 120K | US$7.49M | 0.52% |
| Qnity Electronics, Inc. | 55,889 | US$7.33M | 0.51% |
| On Semiconductor Corporation | 89,386 | US$7.29M | 0.51% |
| Entegris, Inc. | 57,889 | US$6.89M | 0.48% |
| Talen Energy Corporation | 20,586 | US$6.88M | 0.48% |
| Microchip Technology Incorporated | 90,140 | US$6.7M | 0.46% |
| Generac Holdings Inc. | 32,075 | US$6.32M | 0.44% |