 MICROSOFT CORPMSFT |
| — | 1.09% | $0 | 0 | $3.2M | 20,067 | -20,067 | Exit |
 NVIDIA CORPORATIONNVDA |
| — | 0.89% | $0 | 0 | $2.6M | 11,038 | -11,038 | Exit |
 ELI LILLY & COLLY |
| — | 0.67% | $0 | 0 | $2.0M | 14,906 | -14,906 | Exit |
 MICRON TECHNOLOGY INCMU |
| — | 1.84% | $0 | 0 | $5.4M | 99,503 | -99,503 | Exit |
 SALESFORCE INCCRM |
| — | 1.03% | $0 | 0 | $3.0M | 18,327 | -18,327 | Exit |
 ABBVIE INCABBV |
| — | 0.21% | $0 | 0 | $600,000 | 6,774 | -6,774 | Exit |
 ORACLE CORPORCL |
| — | 0.4% | $0 | 0 | $1.2M | 22,032 | -22,032 | Exit |
 APPLIED MATLS INCAMAT |
| — | 0.34% | $0 | 0 | $980,000 | 16,055 | -16,055 | Exit |
 HOME DEPOT INCHD |
| — | 0.68% | $0 | 0 | $2.0M | 9,104 | -9,104 | Exit |
 PROCTER & GAMBLE COPG |
| — | 0.12% | $0 | 0 | $343,000 | 2,749 | -2,749 | Exit |
 AMPHENOL CORPAPH |
| — | 0.11% | $0 | 0 | $325,000 | 3,002 | -3,002 | Exit |
 WELLS FARGO CO NEWWFC |
| — | 1.54% | $0 | 0 | $4.5M | 83,348 | -83,348 | Exit |
| QQUALCOMM INCQCOM |
| — | 0.36% | $0 | 0 | $1.1M | 11,966 | -11,966 | Exit |
 UBER TECHNOLOGIES INCUBER |
| — | 0.12% | $0 | 0 | $343,000 | 11,528 | -11,528 | Exit |
 GE AEROSPACEGE |
| — | 0.81% | $0 | 0 | $2.3M | 210,499 | -210,499 | Exit |
 TJX COS INC NEWTJX |
| — | 0.74% | $0 | 0 | $2.2M | 35,369 | -35,369 | Exit |
 GOLDMAN SACHS GROUP INCGS |
| — | 1.65% | $0 | 0 | $4.8M | 20,915 | -20,915 | Exit |
 KLA CORPKLAC |
| — | 0.1% | $0 | 0 | $285,000 | 1,599 | -1,599 | Exit |
 AMERICAN EXPRESS COAXP |
| — | 0.4% | $0 | 0 | $1.2M | 9,243 | -9,243 | Exit |
 CATERPILLAR INCCAT |
| — | 0.59% | $0 | 0 | $1.7M | 11,568 | -11,568 | Exit |
 ANALOG DEVICES INC COMADI |
| — | 0.62% | $0 | 0 | $1.8M | 15,219 | -15,219 | Exit |
 BOSTON SCIENTIFIC CORP COMBSX |
| — | 0.67% | $0 | 0 | $1.9M | 43,059 | -43,059 | Exit |
 VERIZON COMMUNICATIONS INCVZ |
| — | 0.68% | $0 | 0 | $2.0M | 32,263 | -32,263 | Exit |
| NNEXTERA ENERGY INCNEE |
| — | 0.14% | $0 | 0 | $405,000 | 1,672 | -1,672 | Exit |
 ARISTA NETWORKS INCANET |
| — | 0.07% | $0 | 0 | $214,000 | 1,053 | -1,053 | Exit |
 PALO ALTOPANW |
| — | 0.67% | $0 | 0 | $1.9M | 8,388 | -8,388 | Exit |
 BRISTOL-MYERS SQUIBB COBMY |
| — | 0.16% | $0 | 0 | $469,000 | 7,307 | -7,307 | Exit |
 PFIZER INCPFE |
| — | 0.69% | $0 | 0 | $2.0M | 50,998 | -50,998 | Exit |
 CROWDSTRIKE HLDGS INCCRWD |
| — | 0.38% | $0 | 0 | $1.1M | 22,141 | -22,141 | Exit |
 PARKER-HANNIFIN CORPPH |
| — | 0.29% | $0 | 0 | $856,000 | 4,161 | -4,161 | Exit |
 CME GROUP INCCME |
| — | 0.5% | $0 | 0 | $1.5M | 7,256 | -7,256 | Exit |
| IINTERNATIONAL BUSINESS MACHSIBM |
| — | 1.25% | $0 | 0 | $3.6M | 27,152 | -27,152 | Exit |
 SCHWAB CHARLES CORPSCHW |
| — | 2.11% | $0 | 0 | $6.1M | 129,269 | -129,269 | Exit |
 STRYKER CORPORATIONSYK |
| — | 0.5% | $0 | 0 | $1.5M | 6,935 | -6,935 | Exit |
 MARVELL TECHNOLOGY INCMRVL |
| — | 0.11% | $0 | 0 | $318,000 | 11,983 | -11,983 | Exit |
 INTERCONTINENTAL EXCHANGE INC COMICE |
| — | 0.83% | $0 | 0 | $2.4M | 25,986 | -25,986 | Exit |
 LOWES COS INC COMLOW |
| — | 0.65% | $0 | 0 | $1.9M | 15,768 | -15,768 | Exit |
 SYNOPSYS INCSNPS |
| — | 1.1% | $0 | 0 | $3.2M | 22,937 | -22,937 | Exit |
 COLGATE PALMOLIVE COCL |
| — | 0.7% | $0 | 0 | $2.0M | 29,378 | -29,378 | Exit |
| BBANK NEW YORK MELLON CORPBK |
| — | 0.66% | $0 | 0 | $1.9M | 38,297 | -38,297 | Exit |
 CADENCE DESIGN SYSTEM INC COMAYI |
| — | 0.22% | $0 | 0 | $644,000 | 4,668 | -4,668 | Exit |
 STARBUCKS CORPSBUX |
| — | 0.36% | $0 | 0 | $1.0M | 11,881 | -11,881 | Exit |
| PPROLOGIS INC. COMPLD |
| — | 0.92% | $0 | 0 | $2.7M | 30,070 | -30,070 | Exit |
 FREEPORT MCMORAN INCFCX |
| — | 0.61% | $0 | 0 | $1.8M | 134,473 | -134,473 | Exit |
 PHILIP MORRIS INTL INCPM |
| — | 0.66% | $0 | 0 | $1.9M | 22,454 | -22,454 | Exit |
 CUMMINS INCCMI |
| — | 0.9% | $0 | 0 | $2.6M | 14,639 | -14,639 | Exit |
 US BANCORPUSB |
| — | 1.36% | $0 | 0 | $4.0M | 66,763 | -66,763 | Exit |
| TTERADYNE INCTER |
| — | 0.09% | $0 | 0 | $250,000 | 3,672 | -3,672 | Exit |
 MOODYS CORPMCO |
| — | 0.47% | $0 | 0 | $1.4M | 5,738 | -5,738 | Exit |
 TARGET CORP COMTGT |
| — | 0.44% | $0 | 0 | $1.3M | 9,935 | -9,935 | Exit |
