 APPLE INCAAPL |
| 3.2% | 3.11% | $420.3M | 1.5M | $378.3M | 1.5M | -37,965-2.55% | Reduce |
 MICROSOFT CORPMSFT |
| 2.73% | 2.95% | $358.6M | 961,305 | $358.8M | 969,161 | -7,856-0.81% | Reduce |
 ALPHABET INCGOOGL |
| 2.21% | 2.03% | $290.3M | 812,426 | $247.1M | 859,244 | -46,818-5.45% | Reduce |
| AAlphabet Inc Class CGOOG |
| 2% | 1.82% | $262.2M | 742,061 | $221.8M | 773,188 | -31,127-4.03% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 1.92% | 1.58% | $252.7M | 1.3M | $192.3M | 1.1M | +160,300+14.54% | Add |
 JPMORGAN CHASE & COJPM |
| 1.81% | 1.79% | $237.8M | 726,541 | $217.6M | 739,677 | -13,136-1.78% | Reduce |
 APPLIED MATLS INCAMAT |
| 1.27% | 0.8% | $167.1M | 231,137 | $97.3M | 284,603 | -53,466-18.79% | Reduce |
 DONALDSON INCDCI |
| 1.26% | 1.33% | $165.8M | 1.8M | $161.3M | 1.9M | -53,809-2.83% | Reduce |
 HUBBELL INCHUBB |
| 1.26% | 1.32% | $165.5M | 316,270 | $160.9M | 327,969 | -11,699-3.57% | Reduce |
 APTARGROUP INCATR |
| 1.24% | 1.4% | $163.2M | 1.3M | $170.1M | 1.3M | -45,763-3.39% | Reduce |
 VISA INCV |
| 1.22% | 1.18% | $160.1M | 466,632 | $143.9M | 476,259 | -9,627-2.02% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 1.12% | 1.19% | $147.5M | 580,833 | $145.2M | 594,061 | -13,228-2.23% | Reduce |
 APPLIED INDL TECHNOLOGIES INAIT |
| 1.1% | 0.96% | $144.5M | 427,345 | $116.6M | 439,436 | -12,091-2.75% | Reduce |
 WATTS WATER TECHNOLOGIES INCWTS |
| 1.1% | 0.9% | $144.4M | 368,967 | $110.0M | 379,024 | -10,057-2.65% | Reduce |
 CINCINNATI FINL CORP COMCINF |
| 1.04% | 0.98% | $136.5M | 737,311 | $118.9M | 755,847 | -18,536-2.45% | Reduce |
 LITTELFUSE INCLFUS |
| 1.03% | 0.81% | $135.8M | 298,327 | $98.9M | 291,393 | +6,934+2.38% | Add |
| QQUALYS INCQLYS |
| 1.03% | 0.73% | $135.4M | 984,889 | $88.8M | 1.0M | -25,487-2.52% | Reduce |
 CISCO SYS INCCSCO |
| 1.03% | 0.81% | $134.8M | 1.1M | $98.6M | 1.3M | -123,622-9.73% | Reduce |
 GLOBUS MED INCGMED |
| 0.95% | 0.89% | $124.3M | 1.6M | $108.1M | 1.3M | +318,451+25.38% | Add |
 COMMERCE BANCSHARES INCCBSH |
| 0.93% | 0.78% | $122.1M | 2.1M | $95.2M | 1.9M | +179,879+9.30% | Add |
 CULLEN FROST BANKERS INCCFR |
| 0.86% | 1.09% | $113.2M | 732,331 | $132.7M | 967,849 | -235,518-24.33% | Reduce |
 KLA CORPKLAC |
| 0.85% | 0.47% | $111.7M | 370,140 | $57.2M | 38,828 | +331,312+853.28% | Add |
| BBADGER METER INCBMI |
| 0.82% | 0.66% | $108.2M | 728,961 | $80.8M | 530,169 | +198,792+37.50% | Add |
 METTLER TOLEDO INTERNATIONALMTD |
| 0.82% | 0.43% | $107.8M | 84,386 | $52.6M | 41,696 | +42,690+102.38% | Add |
 JAZZ PHARMACEUTICALS PLCJAZZ |
| 0.81% | 0.76% | $106.8M | 443,123 | $92.4M | 488,661 | -45,538-9.32% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.79% | 0.92% | $103.7M | 110,811 | $112.4M | 112,809 | -1,998-1.77% | Reduce |
 CADENCE DESIGN SYSTEM INC COMAYI |
| 0.78% | 0.58% | $101.9M | 270,642 | $70.8M | 252,731 | +17,911+7.09% | Add |
 CHUBB LIMITEDCB |
| 0.77% | 0.82% | $101.7M | 298,391 | $99.5M | 305,399 | -7,008-2.29% | Reduce |
 INTERNATIONAL BANCSHARES CORIBOC |
| 0.76% | 0.6% | $99.2M | 1.3M | $73.2M | 1.1M | +218,944+20.13% | Add |
 CHOICE HOTELS INTL INCCHH |
| 0.75% | 0.79% | $99.1M | 898,930 | $96.3M | 930,762 | -31,832-3.42% | Reduce |
 CAVCO INDS INC DELCVCO |
| 0.73% | 0.56% | $95.7M | 155,713 | $67.7M | 139,783 | +15,930+11.40% | Add |
 NETAPP INCNTAP |
| 0.72% | 0.53% | $95.2M | 615,074 | $64.7M | 631,452 | -16,378-2.59% | Reduce |
 ESSENTIAL UTILS INCWTRG |
| 0.72% | 0.82% | $94.4M | 2.5M | $99.9M | 2.5M | -17,987-0.72% | Reduce |
 DEERE & CODE |
| 0.72% | 0.72% | $94.2M | 148,568 | $87.5M | 155,376 | -6,808-4.38% | Reduce |
| CCHEMED CORP NEWCHE |
| 0.71% | 0.64% | $93.7M | 201,275 | $77.5M | 205,197 | -3,922-1.91% | Reduce |
 STAG INDUSTRIAL INCSTAG |
| 0.71% | 0.76% | $92.9M | 2.4M | $92.0M | 2.5M | -109,508-4.29% | Reduce |
 STRYKER CORPORATIONSYK |
| 0.7% | 0.76% | $92.4M | 293,589 | $92.0M | 280,004 | +13,585+4.85% | Add |
 SPROUTS FMRS MKT INCSFM |
| 0.7% | 0.65% | $91.8M | 1.1M | $79.1M | 1.0M | +59,675+5.82% | Add |
 ROSS STORES INC COMROST |
| 0.69% | 0.86% | $90.8M | 426,717 | $104.3M | 481,674 | -54,957-11.41% | Reduce |
| AA10 NETWORKS INCATEN |
| 0.69% | 0.41% | $90.3M | 2.4M | $50.2M | 2.2M | +243,547+11.21% | Add |
 AUTOMATIC DATA PROCESSING INADP |
| 0.68% | 0.68% | $89.9M | 401,279 | $83.1M | 409,225 | -7,946-1.94% | Reduce |
 SNAP ON INCSNA |
| 0.68% | 0.67% | $89.6M | 222,681 | $82.1M | 226,007 | -3,326-1.47% | Reduce |
| UUFP TECHNOLOGIES INCUFPT |
| 0.68% | 0.5% | $89.2M | 336,278 | $61.4M | 317,072 | +19,206+6.06% | Add |
 IDEX CORPIEX |
| 0.67% | 0.71% | $88.6M | 390,195 | $85.8M | 452,714 | -62,519-13.81% | Reduce |
 NORDSON CORPNDSN |
| 0.67% | 0.66% | $88.5M | 293,381 | $80.3M | 301,761 | -8,380-2.78% | Reduce |
| SSEI INVTS COSEIC |
| 0.66% | 0.67% | $86.9M | 991,300 | $81.6M | 1.0M | -48,431-4.66% | Reduce |
 HALOZYME THERAPEUTICS INCHALO |
| 0.65% | 0.36% | $84.8M | 1.1M | $43.9M | 679,563 | +403,499+59.38% | Add |
 MEDPACE HLDGS INCMEDP |
| 0.63% | 0.56% | $82.4M | 155,517 | $67.5M | 140,610 | +14,907+10.60% | Add |
 UNION PAC CORPUNP |
| 0.62% | 0.62% | $81.2M | 298,657 | $75.2M | 309,931 | -11,274-3.64% | Reduce |
 JONES LANG LASALLE INCJLL |
| 0.62% | 0.67% | $81.1M | 261,620 | $81.7M | 268,483 | -6,863-2.56% | Reduce |
