 HILTON WORLDWIDE HLDGS INCHLT |
| 1.21% | — | $23.2M | 70,100 | $0 | 0 | +70,100 | New Buy |
| PPETROLEO BRASILEIRO S APBR |
| 0.9% | — | $17.1M | 1.1M | $0 | 0 | +1.1M | New Buy |
| DDARLING INGREDIENTS INCDAR |
| 0.88% | — | $16.8M | 307,691 | $0 | 0 | +307,691 | New Buy |
 HARTFORD INSURANCEHIG |
| 0.8% | — | $15.2M | 115,069 | $0 | 0 | +115,069 | New Buy |
 ATMOS ENERGY CORPATO |
| 0.76% | 0.52% | $14.5M | 84,361 | $9.1M | 49,465 | +34,896+70.55% | Add |
 MARRIOTT INTL INC NEWMAR |
| 0.69% | 0.07% | $13.2M | 35,523 | $1.3M | 3,987 | +31,536+790.97% | Add |
 LYONDELLBASELL INDUSTRIES NV SHS - A -LYB |
| 0.63% | — | $12.0M | 226,974 | $0 | 0 | +226,974 | New Buy |
 WESTLAKE CORPORATIONWLK |
| 0.57% | — | $10.8M | 148,180 | $0 | 0 | +148,180 | New Buy |
 METTLER TOLEDO INTERNATIONALMTD |
| 0.52% | 0.07% | $9.9M | 7,752 | $1.3M | 1,022 | +6,730+658.51% | Add |
 LABCORP HOLDINGS INCECL |
| 0.51% | 0.11% | $9.7M | 34,593 | $2.0M | 7,433 | +27,160+365.40% | Add |
 LOEWS CORPL |
| 0.49% | — | $9.3M | 82,317 | $0 | 0 | +82,317 | New Buy |
 US BANCORPUSB |
| 0.49% | 0.12% | $9.3M | 153,931 | $2.1M | 40,476 | +113,455+280.30% | Add |
 PRIMERICA INCPRI |
| 0.48% | 0.02% | $9.3M | 32,552 | $372,213 | 1,486 | +31,066+2,090.58% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.48% | 0.18% | $9.2M | 17,967 | $3.1M | 6,224 | +11,743+188.67% | Add |
 WELLS FARGO CO NEWWFC |
| 0.47% | 0.06% | $9.0M | 109,225 | $1.0M | 12,736 | +96,489+757.61% | Add |
 DOW HLDGS INC COMDOW |
| 0.47% | — | $8.9M | 325,686 | $0 | 0 | +325,686 | New Buy |
 IQVIA HLDGS INCIQV |
| 0.46% | 0.03% | $8.8M | 45,367 | $533,108 | 3,126 | +42,241+1,351.28% | Add |
 DUKE ENERGY CORP NEWDUK |
| 0.44% | 0.07% | $8.4M | 66,606 | $1.2M | 9,163 | +57,443+626.90% | Add |
 INTUITIVE SURGICAL INCISRG |
| 0.44% | 0.02% | $8.3M | 20,928 | $394,607 | 856 | +20,072+2,344.86% | Add |
 MCKESSON CORP COMMCK |
| 0.43% | 0.08% | $8.2M | 10,871 | $1.4M | 1,613 | +9,258+573.96% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.43% | 0.21% | $8.2M | 16,256 | $3.7M | 7,448 | +8,808+118.26% | Add |
 CF INDS HLDGS INCCF |
| 0.42% | — | $8.1M | 74,608 | $0 | 0 | +74,608 | New Buy |
 REVVITY INCRVTY |
| 0.41% | 0.15% | $7.9M | 70,574 | $2.5M | 29,098 | +41,476+142.54% | Add |
 CME GROUP INCCME |
| 0.41% | 0.08% | $7.8M | 35,361 | $1.4M | 4,727 | +30,634+648.06% | Add |
| OONE GAS INCOGS |
| 0.4% | 0.05% | $7.6M | 98,346 | $959,833 | 11,144 | +87,202+782.50% | Add |
 AMERICAN INTL GROUP INC COM NEWAIG |
| 0.38% | 0.42% | $7.3M | 98,106 | $7.4M | 98,911 | -805-0.81% | Reduce |
 UNITED THERAPEUTICS CORP DELUTHR |
| 0.38% | 0.22% | $7.2M | 13,309 | $3.8M | 6,434 | +6,875+106.85% | Add |
 D R HORTON INCDHI |
| 0.37% | — | $7.1M | 43,393 | $0 | 0 | +43,393 | New Buy |
 UBS GROUP AGUBS |
| 0.37% | 0.34% | $7.1M | 142,422 | $5.9M | 151,341 | -8,919-5.89% | Reduce |
 SALESFORCE INCCRM |
| 0.37% | — | $7.0M | 44,668 | $0 | 0 | +44,668 | New Buy |
| EEXPEDITORS INTL WASH INCEXPE |
| 0.36% | 0.14% | $6.8M | 41,673 | $2.5M | 17,199 | +24,474+142.30% | Add |
 ZURN ELKAY WATER SOLNS CORPZWS |
| 0.36% | 0.03% | $6.8M | 134,197 | $603,277 | 13,454 | +120,743+897.45% | Add |
 BOYD GAMING CORPBYD |
| 0.35% | — | $6.7M | 76,096 | $0 | 0 | +76,096 | New Buy |
 SYNCHRONY FINANCIAL COMSYF |
| 0.35% | — | $6.7M | 87,975 | $0 | 0 | +87,975 | New Buy |
 AMGEN INC COMAMGN |
| 0.35% | 0.28% | $6.7M | 18,379 | $5.0M | 14,110 | +4,269+30.26% | Add |
 WESCO INTL INCWCC |
| 0.34% | — | $6.6M | 19,045 | $0 | 0 | +19,045 | New Buy |
 AMPHENOL CORPAPH |
| 0.34% | — | $6.5M | 37,063 | $0 | 0 | +37,063 | New Buy |
| CCITIGROUP INCC |
| 0.34% | 0.13% | $6.5M | 46,486 | $2.3M | 20,335 | +26,151+128.60% | Add |
 HCA HEALTHCARE INCHCA |
| 0.34% | 0.27% | $6.4M | 16,484 | $4.8M | 10,113 | +6,371+63.00% | Add |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.33% | 0.1% | $6.3M | 8,267 | $1.7M | 4,322 | +3,945+91.28% | Add |
| UUNILEVER PLC SPON ADR NEWUL |
| 0.33% | — | $6.3M | 104,675 | $0 | 0 | +104,675 | New Buy |
| SSAIA INCSAIA |
| 0.33% | — | $6.3M | 14,872 | $0 | 0 | +14,872 | New Buy |
 REGENERON PHARMACEUTICALSREGN |
| 0.32% | — | $6.2M | 9,899 | $0 | 0 | +9,899 | New Buy |
 STERIS PLCSTE |
| 0.32% | 0.03% | $6.1M | 29,009 | $547,297 | 2,475 | +26,534+1,072.08% | Add |
 PROSPERITY BANCSHARES INCPB |
| 0.31% | — | $6.0M | 82,115 | $0 | 0 | +82,115 | New Buy |
 WINTRUST FINL CORPWTFC |
| 0.31% | 0.21% | $6.0M | 37,236 | $3.6M | 26,051 | +11,185+42.94% | Add |
 F5 INCFFIV |
| 0.31% | 0.14% | $5.9M | 14,268 | $2.5M | 8,484 | +5,784+68.18% | Add |
 CRISPR THERAPEUTICSCRSP |
| 0.31% | — | $5.9M | 107,529 | $0 | 0 | +107,529 | New Buy |
 SPIRE INCSR |
| 0.31% | 0.08% | $5.9M | 75,034 | $1.4M | 15,226 | +59,808+392.80% | Add |
| RRELIANCE INCRS |
| 0.3% | 0.22% | $5.8M | 15,576 | $3.9M | 12,697 | +2,879+22.67% | Add |
