| SSANDISK CORP COMSNDK |
| 15.18% | 0.1% | $528.0M | 232,205 | $2.6M | 17,605 | +214,600+1,218.97% | Add |
 NVIDIA CORPORATIONNVDA |
| 7.73% | 9.09% | $269.1M | 1.3M | $233.1M | 1.3M | +9,900+0.74% | Add |
 APPLE INCAAPL |
| 6.33% | 7.46% | $220.4M | 762,280 | $191.2M | 753,700 | +8,580+1.14% | Add |
 ALPHABET INCGOOGL |
| 5.2% | 5.6% | $180.8M | 506,248 | $143.5M | 499,068 | +7,180+1.44% | Add |
 MICROSOFT CORPMSFT |
| 3.79% | 5.15% | $131.9M | 353,838 | $132.1M | 356,918 | -3,080-0.86% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 3.32% | 1.29% | $115.4M | 100,262 | $33.2M | 98,342 | +1,920+1.95% | Add |
 AMAZON COM INCAMZN |
| 3.25% | 3.73% | $113.0M | 474,381 | $95.7M | 459,381 | +15,000+3.27% | Add |
 BROADCOM INCAVGO |
| 3.12% | 3.49% | $108.5M | 287,638 | $89.6M | 289,518 | -1,880-0.65% | Reduce |
 KLA CORPKLAC |
| 2.23% | 1.7% | $77.6M | 257,670 | $43.7M | 29,687 | +227,983+767.96% | Add |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 1.71% | 0.01% | $59.6M | 138,123 | $381,274 | 2,323 | +135,800+5,845.89% | Add |
 JOHNSON & JOHNSONJNJ |
| 1.62% | 2.02% | $56.4M | 222,206 | $51.8M | 211,806 | +10,400+4.91% | Add |
 WATTS WATER TECHNOLOGIES INCWTS |
| 1.59% | 0.25% | $55.2M | 141,200 | $6.4M | 141,200 | 00.00% | Unchanged |
 META PLATFORMS INCMETA |
| 1.58% | 2.14% | $54.9M | 97,486 | $55.0M | 96,106 | +1,380+1.44% | Add |
 APPLIED MATLS INCAMAT |
| 1.57% | 1.02% | $54.6M | 75,567 | $26.0M | 76,207 | -640-0.84% | Reduce |
 ELI LILLY & COLLY |
| 1.51% | 1.47% | $52.7M | 43,930 | $37.7M | 41,040 | +2,890+7.04% | Add |
 LAM RESEARCH CORPLRCX |
| 1.46% | 0.98% | $50.7M | 116,898 | $25.1M | 117,498 | -600-0.51% | Reduce |
 CISCO SYS INCCSCO |
| 1.36% | 1.23% | $47.5M | 404,477 | $31.6M | 407,377 | -2,900-0.71% | Reduce |
 GOLDMAN SACHS GROUP INCGS |
| 1.27% | 1.45% | $44.1M | 43,656 | $37.1M | 43,856 | -200-0.46% | Reduce |
 ABBVIE INCABBV |
| 1.21% | 1.32% | $42.0M | 167,270 | $33.8M | 155,470 | +11,800+7.59% | Add |
 CUMMINS INCCMI |
| 1.06% | 1.08% | $36.7M | 51,560 | $27.7M | 51,440 | +120+0.23% | Add |
 VISA INCV |
| 0.94% | 1.14% | $32.8M | 95,757 | $29.2M | 96,757 | -1,000-1.03% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 0.88% | 0.09% | $30.7M | 52,869 | $2.2M | 10,919 | +41,950+384.19% | Add |
 UNITED RENTALS INCURI |
| 0.82% | 0.75% | $28.4M | 25,067 | $19.2M | 26,447 | -1,380-5.22% | Reduce |
 CARDINAL HEALTH INCCAH |
| 0.8% | 0.96% | $27.7M | 116,599 | $24.6M | 116,599 | 00.00% | Unchanged |
 NETAPP INCNTAP |
| 0.74% | 0.53% | $25.8M | 166,791 | $13.6M | 132,741 | +34,050+25.65% | Add |
 DELTA AIR LINES INCDAL |
| 0.72% | 0.7% | $25.0M | 267,258 | $18.0M | 268,758 | -1,500-0.56% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.68% | 0.92% | $23.8M | 46,310 | $23.5M | 46,990 | -680-1.45% | Reduce |
| EEBAY INC. COMEBAY |
| 0.67% | 0.75% | $23.4M | 209,426 | $19.1M | 210,326 | -900-0.43% | Reduce |
 GENERAL MTRS COGM |
| 0.59% | 0.78% | $20.7M | 268,019 | $20.0M | 269,119 | -1,100-0.41% | Reduce |
 HARTFORD INSURANCEHIG |
| 0.58% | 0.8% | $20.0M | 150,565 | $20.4M | 150,565 | 00.00% | Unchanged |
 UNITED THERAPEUTICS CORP DELUTHR |
| 0.57% | 0.71% | $19.7M | 36,400 | $18.3M | 30,900 | +5,500+17.80% | Add |
 CIENA CORPCIEN |
| 0.56% | 0.02% | $19.6M | 39,986 | $520,574 | 1,636 | +38,350+2,344.13% | Add |
 TESLA INCTSLA |
| 0.56% | 0.88% | $19.5M | 46,356 | $22.5M | 60,526 | -14,170-23.41% | Reduce |
 INTEL CORPINTC |
| 0.55% | 0.05% | $19.1M | 136,692 | $1.4M | 31,492 | +105,200+334.05% | Add |
 URBAN OUTFITTERS INCURBN |
| 0.54% | 0.57% | $18.9M | 205,300 | $14.6M | 204,100 | +1,200+0.59% | Add |
 NATERA INCNTRA |
| 0.53% | 0.65% | $18.5M | 45,547 | $16.6M | 45,187 | +360+0.80% | Add |
 BOOKING HOLDINGS INC COMBKNG |
| 0.53% | 0.68% | $18.3M | 102,560 | $17.4M | 4,134 | +98,426+2,380.89% | Add |
 EXPEDIA GROUP INCEXPE |
| 0.52% | 0.6% | $18.1M | 70,837 | $15.5M | 67,137 | +3,700+5.51% | Add |
| BBANK OF AMER CORPBAC |
| 0.52% | 0.61% | $18.1M | 317,551 | $15.7M | 321,751 | -4,200-1.31% | Reduce |
 MORGAN STANLEYMS |
| 0.51% | 0.55% | $17.8M | 85,138 | $14.2M | 86,138 | -1,000-1.16% | Reduce |
 CENCORA INCCOR |
| 0.5% | 0.76% | $17.6M | 62,075 | $19.5M | 62,075 | 00.00% | Unchanged |
| QQUALCOMM INCQCOM |
| 0.48% | 0.46% | $16.8M | 90,791 | $11.8M | 91,591 | -800-0.87% | Reduce |
 SYNCHRONY FINANCIAL COMSYF |
| 0.47% | 0.57% | $16.3M | 214,112 | $14.6M | 214,112 | 00.00% | Unchanged |
 F5 INCFFIV |
| 0.46% | 0.43% | $15.9M | 38,287 | $11.1M | 38,287 | 00.00% | Unchanged |
 EXELIXIS INCEXEL |
| 0.46% | 0.61% | $15.9M | 293,703 | $15.6M | 241,103 | +52,600+21.82% | Add |
 CATERPILLAR INCCAT |
| 0.45% | 0.44% | $15.7M | 14,782 | $11.2M | 15,752 | -970-6.16% | Reduce |
 PULTE GROUP INCPHM |
| 0.44% | 0.5% | $15.2M | 110,452 | $12.7M | 107,852 | +2,600+2.41% | Add |
 LAUREATE ED INCLAUR |
| 0.42% | 0.58% | $14.7M | 301,300 | $14.9M | 340,800 | -39,500-11.59% | Reduce |
 FIRST CTZNS BANCSHARES INC DFCNCA |
| 0.42% | <0.01% | $14.7M | 7,049 | $16,962 | 9 | +7,040+78,222.22% | Add |
 KROGER CO COMKR |
| 0.41% | 0.72% | $14.2M | 255,486 | $18.6M | 256,586 | -1,100-0.43% | Reduce |
