 MATCH GROUP INC NEWMTCH |
| 3.29% | 2.98% | $79.8M | 2.1M | $64.7M | 2.1M | -12,022-0.57% | Reduce |
 NETAPP INCNTAP |
| 3.06% | 2.32% | $74.2M | 479,743 | $50.5M | 493,118 | -13,375-2.71% | Reduce |
 JPMORGAN CHASE & COJPM |
| 2.93% | 3.04% | $71.0M | 216,882 | $66.2M | 224,903 | -8,021-3.57% | Reduce |
 CISCO SYS INCCSCO |
| 2.9% | 2.23% | $70.2M | 597,558 | $48.4M | 623,910 | -26,352-4.22% | Reduce |
| QQUALCOMM INCQCOM |
| 2.74% | 2.59% | $66.4M | 359,592 | $56.4M | 437,592 | -78,000-17.82% | Reduce |
 GOLDMAN SACHS GROUP INCGS |
| 2.73% | 2.64% | $66.2M | 65,492 | $57.4M | 67,886 | -2,394-3.53% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 2.61% | 2.31% | $63.3M | 126,481 | $50.2M | 104,753 | +21,728+20.74% | Add |
 EXPEDIA GROUP INCEXPE |
| 2.61% | 2.73% | $63.1M | 246,631 | $59.3M | 256,989 | -10,358-4.03% | Reduce |
 SNAP ON INCSNA |
| 2.5% | 1.79% | $60.6M | 150,626 | $38.9M | 107,118 | +43,508+40.62% | Add |
 GENTEX CORPGNTX |
| 2.44% | 2% | $59.0M | 2.3M | $43.5M | 2.0M | +347,236+17.46% | Add |
 ALLISON TRANSMISSION HLDGS IALSN |
| 2.38% | 2.82% | $57.7M | 512,169 | $61.3M | 523,585 | -11,416-2.18% | Reduce |
 ZOOM COMMUNICATIONS INCZM |
| 2.38% | 2.15% | $57.7M | 668,781 | $46.6M | 579,842 | +88,939+15.34% | Add |
 LKQ CORPLKQ |
| 2.35% | 2.95% | $56.9M | 2.2M | $64.2M | 2.2M | -22,156-1.01% | Reduce |
 CADENCE DESIGN SYSTEM INC COMAYI |
| 2.31% | 2.2% | $56.0M | 148,732 | $47.9M | 170,769 | -22,037-12.90% | Reduce |
 ALPHABET INCGOOGL |
| 2.28% | 2.16% | $55.2M | 154,567 | $46.9M | 162,977 | -8,410-5.16% | Reduce |
 WELLS FARGO CO NEWWFC |
| 2.21% | 2.46% | $53.5M | 647,464 | $53.5M | 672,543 | -25,079-3.73% | Reduce |
 PULTE GROUP INCPHM |
| 2.16% | 1.36% | $52.2M | 380,746 | $29.7M | 252,163 | +128,583+50.99% | Add |
 CAPITAL ONE FINL CORPCOF |
| 2.15% | 2.2% | $52.0M | 259,218 | $47.7M | 261,724 | -2,506-0.96% | Reduce |
| CCIGNA GROUPLIBD |
| 2.14% | 2.27% | $51.8M | 188,036 | $49.4M | 185,086 | +2,950+1.59% | Add |
 MASCO CORPMAS |
| 2.1% | 1.58% | $50.9M | 625,564 | $34.3M | 568,123 | +57,441+10.11% | Add |
 ELEVANCE HEALTH INC FORMERLYELV |
| 1.93% | 1.63% | $46.8M | 120,942 | $35.4M | 120,839 | +103+0.09% | Add |
 NEUROCRINE BIOSCIENCES INCNBIX |
| 1.93% | 0.53% | $46.7M | 277,337 | $11.5M | 87,660 | +189,677+216.38% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 1.92% | 1.65% | $46.5M | 111,973 | $36.0M | 132,896 | -20,923-15.74% | Reduce |
 REGENERON PHARMACEUTICALSREGN |
| 1.83% | 3.05% | $44.4M | 71,169 | $66.2M | 85,681 | -14,512-16.94% | Reduce |
 META PLATFORMS INCMETA |
| 1.81% | 0.56% | $43.9M | 77,918 | $12.1M | 21,149 | +56,769+268.42% | Add |
 CROWN HLDGS INCCCK |
| 1.81% | 1.89% | $43.8M | 391,820 | $41.0M | 409,196 | -17,376-4.25% | Reduce |
 WESCO INTL INCWCC |
| 1.73% | 1.59% | $41.9M | 121,235 | $34.6M | 126,569 | -5,334-4.21% | Reduce |
 UNITED THERAPEUTICS CORP DELUTHR |
| 1.72% | 2.86% | $41.6M | 76,828 | $62.1M | 104,667 | -27,839-26.60% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 1.71% | 1.93% | $41.3M | 162,741 | $41.9M | 171,341 | -8,600-5.02% | Reduce |
| SSS&C TECH HLDGSSSNC |
| 1.66% | 1.74% | $40.2M | 648,613 | $37.8M | 559,346 | +89,267+15.96% | Add |
 SYSCO CORP COMSYY |
| 1.63% | 1.62% | $39.6M | 473,723 | $35.3M | 494,430 | -20,707-4.19% | Reduce |
 BRISTOL-MYERS SQUIBB COBMY |
| 1.59% | 2.04% | $38.5M | 667,883 | $44.3M | 729,793 | -61,910-8.48% | Reduce |
 ADOBE INC COMADBE |
| 1.57% | 2.04% | $38.1M | 185,889 | $44.3M | 182,377 | +3,512+1.93% | Add |
 PAYPAL HLDGS INC COMPYPL |
| 1.55% | 1.91% | $37.6M | 871,044 | $41.4M | 915,766 | -44,722-4.88% | Reduce |
 LENNAR CORPLEN |
| 1.27% | 1.36% | $30.7M | 343,172 | $29.5M | 358,110 | -14,938-4.17% | Reduce |
| AAMDOCS LTD SHSDOX |
| 1.05% | 1.56% | $25.4M | 501,609 | $33.8M | 518,317 | -16,708-3.22% | Reduce |
 F5 INCFFIV |
| 0.91% | 0.71% | $22.0M | 52,947 | $15.4M | 53,188 | -241-0.45% | Reduce |
 BRADY CORPBRC |
| 0.78% | 0.74% | $18.8M | 205,732 | $16.0M | 196,673 | +9,059+4.61% | Add |
 FRONTDOOR INCFTDR |
| 0.73% | 0.21% | $17.8M | 229,406 | $4.6M | 87,099 | +142,307+163.39% | Add |
 GRAHAM HLDGS COGHC |
| 0.72% | 0.62% | $17.4M | 15,249 | $13.5M | 12,764 | +2,485+19.47% | Add |
 EXELIXIS INCEXEL |
| 0.64% | 0.62% | $15.4M | 283,253 | $13.4M | 311,892 | -28,639-9.18% | Reduce |
 CVS HEALTH CORPCVS |
| 0.63% | 0.53% | $15.2M | 147,289 | $11.5M | 159,977 | -12,688-7.93% | Reduce |
 LAM RESEARCH CORPLRCX |
| 0.57% | 0.36% | $13.9M | 32,070 | $7.8M | 36,594 | -4,524-12.36% | Reduce |
 LEIDOS HOLDINGS INC COMLDOS |
| 0.56% | 0.68% | $13.6M | 132,301 | $14.7M | 94,404 | +37,897+40.14% | Add |
 MAPLEBEAR INC COMCART |
| 0.52% | 0.35% | $12.7M | 267,987 | $7.6M | 203,766 | +64,221+31.52% | Add |
| SSCIENCE APPLICATIONS INTL COSAIC |
| 0.52% | 0.48% | $12.6M | 114,003 | $10.4M | 109,867 | +4,136+3.76% | Add |
| EENERSYSENS |
| 0.5% | 0.34% | $12.0M | 51,373 | $7.5M | 43,076 | +8,297+19.26% | Add |
 DONALDSON INCDCI |
| 0.47% | 0.48% | $11.3M | 126,253 | $10.4M | 122,691 | +3,562+2.90% | Add |
 AUTODESK INCADSK |
| 0.46% | 0.31% | $11.0M | 56,780 | $6.7M | 27,843 | +28,937+103.93% | Add |
| MMUELLER INDS INCMLI |
| 0.4% | 0.31% | $9.8M | 79,469 | $6.6M | 59,914 | +19,555+32.64% | Add |
