| Nvidia Corporation | 393K | US$78.5M | 6.0% |
| Alphabet Inc (google) Class C | 214K | US$76.4M | 5.9% |
| Micron Technology, Inc. | 41,452 | US$47.8M | 3.7% |
| Microsoft Corp. | 98,227 | US$36.6M | 2.8% |
| Apple Inc | 123K | US$35.6M | 2.7% |
| Amazon.com, Inc. | 110K | US$26.3M | 2.0% |
| Kla Corporation | 86,630 | US$26.1M | 2.0% |
| Fortinet, Inc. | 160K | US$24.6M | 1.9% |
| Edwards Lifesciences Corporation | 254K | US$23M | 1.8% |
| Interactive Brokers Group, Inc. | 263K | US$22.9M | 1.8% |
| Booking Holdings Inc. Common Stock | 123K | US$21.8M | 1.7% |
| Centene Corporation | 340K | US$21.8M | 1.7% |
| Southwest Airlines Company | 421K | US$21.6M | 1.7% |
| Target Corporation | 164K | US$21.4M | 1.6% |
| Ebay Inc. | 182K | US$20.3M | 1.6% |
| Valero Energy Corporation | 76,790 | US$20M | 1.5% |
| Verisign, Inc. | 75,810 | US$19.1M | 1.5% |
| Comfort Systems Usa, Inc. | 9,294 | US$18.4M | 1.4% |
| Deckers Outdoor Corporation | 184K | US$18.3M | 1.4% |
| Match Group, Inc. | 462K | US$17.6M | 1.4% |
| Archer-daniels-midland Company | 226K | US$17.3M | 1.3% |
| Ally Financial Inc. | 370K | US$17M | 1.3% |
| Jabil Inc. | 42,726 | US$16.5M | 1.3% |
| Northern Trust Corporation | 94,413 | US$16.4M | 1.3% |
| Align Technology, Inc. | 96,561 | US$16.3M | 1.3% |
| Molina Healthcare Inc | 70,751 | US$16.2M | 1.2% |
| Camden Property Trust | 137K | US$15.7M | 1.2% |
| State Street Corporation | 92,665 | US$15.7M | 1.2% |
| Phillips 66 | 89,008 | US$15M | 1.2% |
| Essex Property Trust, Inc. | 50,438 | US$14.7M | 1.1% |
| General Motors Company | 189K | US$14.5M | 1.1% |
| Las Vegas Sands Corp. | 315K | US$14.5M | 1.1% |
| Texas Instruments Incorporated | 47,724 | US$14.2M | 1.1% |
| Landstar System, Inc. | 68,140 | US$14.1M | 1.1% |
| Maplebear Inc. | 294K | US$13.9M | 1.1% |
| J.b. Hunt Transport Services, Inc. | 47,568 | US$13.8M | 1.1% |
| Emcor Group, Inc. | 16,084 | US$13.3M | 1.0% |
| Talen Energy Corporation | 33,609 | US$12.9M | 0.99% |
| Sandisk Corporation | 5,602 | US$12.7M | 0.98% |
| Ge Healthcare Technologies Inc. | 197K | US$12.6M | 0.97% |
| Corebridge Financial Inc. | 436K | US$12.5M | 0.96% |
| Sysco Corporation | 147K | US$12.3M | 0.95% |
| Domino's Pizza Inc | 41,442 | US$12.3M | 0.94% |
| Globe Life Inc. | 66,461 | US$11.9M | 0.91% |
| Lululemon Athletica Inc. | 99,691 | US$11.4M | 0.88% |
| Incyte Corporation | 99,441 | US$11.3M | 0.87% |
| Broadcom Inc. | 29,465 | US$11.1M | 0.86% |
| Best Buy Co., Inc. | 141K | US$10.7M | 0.82% |
| West Pharmaceutical Services, Inc. | 29,782 | US$10.7M | 0.82% |
| Synopsys, Inc. | 23,660 | US$10.6M | 0.81% |
| Clorox Company (the) | 107K | US$10.3M | 0.79% |
| The Bank Of New York Mellon Corporation | 69,872 | US$10.1M | 0.78% |
| Albemarle Corporation | 74,153 | US$10M | 0.77% |
| Draftkings Inc. | 360K | US$9.09M | 0.70% |
| Lockheed Martin Corporation | 17,618 | US$8.98M | 0.69% |
| Graco Inc. | 117K | US$8.83M | 0.68% |
| Cirrus Logic, Inc. | 55,944 | US$8.31M | 0.64% |
| A.o. Smith Corporation | 127K | US$7.97M | 0.61% |
| Docusign, Inc. | 175K | US$7.79M | 0.60% |
| Everest Group, Ltd. | 21,549 | US$7.7M | 0.59% |
| Tyson Foods, Inc. | 134K | US$7.65M | 0.59% |
| Adobe Inc. | 36,664 | US$7.52M | 0.58% |
| Stifel Financial Corporation | 106K | US$7.4M | 0.57% |
| Nutanix, Inc. | 140K | US$7.14M | 0.55% |
| Zscaler Inc | 48,766 | US$6.88M | 0.53% |
| Westlake Corporation | 91,228 | US$6.66M | 0.51% |
| Stonex Group Inc. | 50,846 | US$6.03M | 0.46% |
| Manhattan Associates, Inc. | 42,526 | US$5.92M | 0.46% |
| Intuit Inc. | 22,249 | US$5.81M | 0.45% |
| The Trade Desk, Inc. | 310K | US$5.6M | 0.43% |
| Tractor Supply Company | 177K | US$5.59M | 0.43% |
| Ryder System, Inc. | 18,180 | US$4.8M | 0.37% |
| Roblox Corporation | 85,642 | US$4.66M | 0.36% |
| American Airlines Group, Inc. | 258K | US$4.65M | 0.36% |
| Everpure, Inc. | 57,827 | US$4.56M | 0.35% |
| Solstice Advanced Materials Inc. | 50,573 | US$4.48M | 0.34% |
| Evercore Inc. | 12,823 | US$4.38M | 0.34% |
| Western Alliance Bancorporation | 52,648 | US$4.33M | 0.33% |
| Atlassian Corporation | 49,910 | US$3.88M | 0.30% |
| Dropbox, Inc. | 140K | US$3.85M | 0.30% |
| Neurocrine Biosciences, Inc. | 22,044 | US$3.72M | 0.29% |
| Powell Industries, Inc. | 12,720 | US$3.64M | 0.28% |
| Williams-sonoma, Inc. | 14,688 | US$3.42M | 0.26% |
| Vistra Corp. | 21,113 | US$3.35M | 0.26% |
| Trex Company, Inc. | 65,676 | US$3.29M | 0.25% |
| Wayfair Inc. | 35,459 | US$3.28M | 0.25% |
| Chime Financial, Inc. | 159K | US$3.26M | 0.25% |
| Argan, Inc. | 4,030 | US$3.22M | 0.25% |
| Snap Inc. | 706K | US$3.14M | 0.24% |
| Carvana Co. | 42,654 | US$2.81M | 0.22% |
| Mckesson Corporation | 3,600 | US$2.72M | 0.21% |
| Reddit, Inc. | 15,401 | US$2.67M | 0.21% |
| Core & Main, Inc. | 55,372 | US$2.67M | 0.21% |
| Crowdstrike Holdings, Inc. | 3,470 | US$2.65M | 0.20% |
| Cna Financial Corporation | 53,830 | US$2.62M | 0.20% |
| Pinterest, Inc. | 112K | US$2.36M | 0.18% |
| Meta Platforms, Inc. | 4,016 | US$2.26M | 0.17% |
| Pegasystems Inc. | 71,585 | US$2.15M | 0.17% |
| Regeneron Pharmaceuticals, Inc. | 3,207 | US$2M | 0.15% |
| First American Corporation (new) | 24,692 | US$1.69M | 0.13% |