 NVIDIA CORPORATIONNVDA |
| 8.84% | 8.89% | $46.2M | 93,210 | $46.2M | 93,210 | 00.00% | Unchanged |
 APPLE INCAAPL |
| 6.7% | 6.74% | $35.0M | 181,802 | $35.0M | 181,802 | 00.00% | Unchanged |
 AMAZON COM INCAMZN |
| 5.68% | 5.72% | $29.7M | 195,225 | $29.7M | 195,225 | 00.00% | Unchanged |
 IDEXX LABS INC COMIDXX |
| 4.84% | 4.87% | $25.2M | 45,490 | $25.2M | 45,490 | 00.00% | Unchanged |
 INTUITIVE SURGICAL INCISRG |
| 4.44% | 4.46% | $23.2M | 68,685 | $23.2M | 68,685 | 00.00% | Unchanged |
 ADOBE INC COMADBE |
| 4.01% | 4.03% | $20.9M | 35,055 | $20.9M | 35,055 | 00.00% | Unchanged |
 SALESFORCE INCCRM |
| 3.45% | 3.47% | $18.0M | 68,395 | $18.0M | 68,395 | 00.00% | Unchanged |
 MSCI INCMSCI |
| 3.25% | 3.27% | $17.0M | 30,035 | $17.0M | 30,035 | 00.00% | Unchanged |
 MORGAN STANLEYMS |
| 2.9% | 2.92% | $15.1M | 162,380 | $15.1M | 162,380 | 00.00% | Unchanged |
 APOLLO GLOBAL MGMT INC COMAPO |
| 2.76% | 2.78% | $14.4M | 154,750 | $14.4M | 154,750 | 00.00% | Unchanged |
| SSUNBELT RENTALS HOLDINGS INC SHSSUN |
| 2.72% | 2.73% | $14.2M | 236,750 | $14.2M | 236,750 | 00.00% | Unchanged |
| PPAYCOM SOFTWARE INCPAYC |
| 2.62% | 2.64% | $13.7M | 66,195 | $13.7M | 66,195 | 00.00% | Unchanged |
 UNITEDHEALTH GROUP INCUNH |
| 2.59% | 2.61% | $13.5M | 25,698 | $13.5M | 25,698 | 00.00% | Unchanged |
 PHILLIPS 66PSX |
| 2.54% | 2.56% | $13.3M | 99,781 | $13.3M | 99,781 | 00.00% | Unchanged |
 ONEOK INC NEWOKE |
| 2.26% | 2.27% | $11.8M | 167,814 | $11.8M | 167,814 | 00.00% | Unchanged |
 MASTERCARD INCORPORATEDMA |
| 2.07% | 2.09% | $10.8M | 25,390 | $10.8M | 25,390 | 00.00% | Unchanged |
 JPMORGAN CHASE & COJPM |
| 1.9% | 1.91% | $9.9M | 58,351 | $9.9M | 58,351 | 00.00% | Unchanged |
 TESLA INCTSLA |
| 1.72% | 1.73% | $9.0M | 36,210 | $9.0M | 36,210 | 00.00% | Unchanged |
 CONSTELLATION BRANDS INCSTZ |
| 1.61% | 1.62% | $8.4M | 34,785 | $8.4M | 34,785 | 00.00% | Unchanged |
| MMYMD PHARMACEUTICALS INC |
| 1.49% | <0.01% | $7.8M | 30,000 | $7,770 | 30,000 | 00.00% | Unchanged |
 ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTNAB |
| 1.33% | 1.33% | $6.9M | 223,150 | $6.9M | 223,150 | 00.00% | Unchanged |
 T-MOBILE US INC COMTMUS |
| 1.27% | 1.28% | $6.6M | 41,285 | $6.6M | 41,285 | 00.00% | Unchanged |
 MICROSOFT CORPMSFT |
| 1.24% | 1.24% | $6.5M | 17,166 | $6.5M | 17,166 | 00.00% | Unchanged |
| BBLUE OWL CAPITAL INCOWL |
| 1.21% | 1.22% | $6.3M | 423,575 | $6.3M | 423,575 | 00.00% | Unchanged |
 DEVON ENERGY CORP NEWDVN |
| 1.15% | 1.16% | $6.0M | 132,945 | $6.0M | 132,945 | 00.00% | Unchanged |
 OGE ENERGY CORPOGE |
| 1.04% | 1.04% | $5.4M | 154,990 | $5.4M | 154,990 | 00.00% | Unchanged |
 PRUDENTIAL FINL INCPRU |
| 1.01% | 1.02% | $5.3M | 51,050 | $5.3M | 51,050 | 00.00% | Unchanged |
 KLA CORPKLAC |
| 1% | 1.01% | $5.2M | 9,020 | $5.2M | 9,020 | 00.00% | Unchanged |
 CVS HEALTH CORPCVS |
| 1% | 1.01% | $5.2M | 66,225 | $5.2M | 66,225 | 00.00% | Unchanged |
 STARWOOD PPTY TR INCSTWD |
| 0.98% | 0.99% | $5.1M | 244,300 | $5.1M | 244,300 | 00.00% | Unchanged |
 GENERAC HLDGS INCGNRC |
| 0.96% | 0.97% | $5.0M | 38,810 | $5.0M | 38,810 | 00.00% | Unchanged |
 ENTERPRISE PRODS PARTNERS LEPD |
| 0.95% | 0.95% | $5.0M | 187,950 | $5.0M | 187,950 | 00.00% | Unchanged |
 EVERGY INC COMEVRG |
| 0.89% | 0.9% | $4.7M | 89,375 | $4.7M | 89,375 | 00.00% | Unchanged |
 DIAMONDBACK ENERGY INCFANG |
| 0.89% | 0.9% | $4.7M | 30,010 | $4.7M | 30,010 | 00.00% | Unchanged |
 TEXAS ROADHOUSE INC CLASS ATXRH |
| 0.88% | 0.89% | $4.6M | 37,590 | $4.6M | 37,590 | 00.00% | Unchanged |
 PALO ALTOPANW |
| 0.86% | 0.86% | $4.5M | 15,167 | $4.5M | 15,167 | 00.00% | Unchanged |
| MMARKETAXESS HLDGS INCMKTX |
| 0.84% | 0.85% | $4.4M | 15,025 | $4.4M | 15,025 | 00.00% | Unchanged |
 MERCK & CO INCMRK |
| 0.84% | 0.85% | $4.4M | 40,335 | $4.4M | 40,335 | 00.00% | Unchanged |
 WILLIAMS COS INCWMB |
| 0.8% | 0.81% | $4.2M | 120,057 | $4.2M | 120,057 | 00.00% | Unchanged |
 MERCADOLIBRE INC COMMELI |
| 0.79% | 0.79% | $4.1M | 2,621 | $4.1M | 2,621 | 00.00% | Unchanged |
 MARRIOTT INTL INC NEWMAR |
| 0.75% | 0.75% | $3.9M | 17,330 | $3.9M | 17,330 | 00.00% | Unchanged |
 SCHWAB CHARLES CORPSCHW |
| 0.73% | 0.73% | $3.8M | 55,025 | $3.8M | 55,025 | 00.00% | Unchanged |
 AMERICAN TOWER CORP COMAMT |
| 0.71% | 0.71% | $3.7M | 17,080 | $3.7M | 17,080 | 00.00% | Unchanged |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.69% | 0.69% | $3.6M | 47,000 | $3.6M | 47,000 | 00.00% | Unchanged |
| PPIONEER NAT RES COPXD |
| 0.59% | 0.59% | $3.1M | 13,700 | $3.1M | 13,700 | 00.00% | Unchanged |
| SSCOTTS MIRACLE-GRO COSMG |
| 0.55% | 0.56% | $2.9M | 45,350 | $2.9M | 45,350 | 00.00% | Unchanged |
 BROOKFIELD INFRASTRUC LPBIP |
| 0.54% | 0.54% | $2.8M | 88,976 | $2.8M | 88,976 | 00.00% | Unchanged |
 WALMART INCWMT |
| 0.54% | 1.42% | $2.8M | 46,667 | $7.4M | 46,667 | 00.00% | Unchanged |
 EXXON MOBIL CORPXOM |
| 0.49% | 0.49% | $2.6M | 25,667 | $2.6M | 25,667 | 00.00% | Unchanged |
 BLACKSTONE MORTGAGE TRUST INJLS |
| 0.41% | 0.42% | $2.2M | 101,600 | $2.2M | 101,600 | 00.00% | Unchanged |
