| AAlphabet Inc Class CGOOG |
| 3.89% | — | $1.9M | 1,077 | $0 | 0 | +1,077 | New Buy |
 ALPHABET INCGOOGL |
| 2.48% | — | $1.2M | 687 | $0 | 0 | +687 | New Buy |
| SSPLUNK INCORPORATEDSPLK |
| 1.52% | — | $736,000 | 4,333 | $0 | 0 | +4,333 | New Buy |
 LOCKHEED MARTIN CORPLMT |
| 1.45% | — | $705,000 | 1,986 | $0 | 0 | +1,986 | New Buy |
 PALO ALTOPANW |
| 1.36% | — | $659,000 | 1,854 | $0 | 0 | +1,854 | New Buy |
 MASTERCARD INCORPORATEDMA |
| 1.23% | — | $597,000 | 1,673 | $0 | 0 | +1,673 | New Buy |
 OKTA INC CLASS AOKTA |
| 1.18% | — | $571,000 | 2,245 | $0 | 0 | +2,245 | New Buy |
 BURLINGTON STORES INC COMBURL |
| 1.04% | — | $503,000 | 1,923 | $0 | 0 | +1,923 | New Buy |
 UBER TECHNOLOGIES INCUBER |
| 1.03% | — | $497,000 | 9,753 | $0 | 0 | +9,753 | New Buy |
 TWILIO INCTWLO |
| 0.92% | — | $445,000 | 1,315 | $0 | 0 | +1,315 | New Buy |
| AANSYS INC COMANSS |
| 0.89% | — | $430,000 | 1,183 | $0 | 0 | +1,183 | New Buy |
| JJBT MAREL CORPORATIONJBTM |
| 0.88% | 1.45% | $425,000 | 3,732 | $301,000 | 3,278 | +454+13.85% | Add |
| SSEATTLE GENETICS INC |
| 0.87% | — | $423,000 | 2,418 | $0 | 0 | +2,418 | New Buy |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.85% | — | $412,000 | 885 | $0 | 0 | +885 | New Buy |
 METTLER TOLEDO INTERNATIONALMTD |
| 0.83% | 1.51% | $403,000 | 354 | $314,000 | 325 | +29+8.92% | Add |
| CCYBERARK SOFTWARE LTDCYBR |
| 0.79% | — | $384,000 | 2,377 | $0 | 0 | +2,377 | New Buy |
 WORKDAY INCWDAY |
| 0.76% | — | $370,000 | 1,545 | $0 | 0 | +1,545 | New Buy |
| RREALPAGE INC |
| 0.76% | 1.07% | $369,000 | 4,226 | $223,000 | 3,877 | +349+9.00% | Add |
 NXP SEMICONDUCTORS N VNXPI |
| 0.75% | — | $365,000 | 2,296 | $0 | 0 | +2,296 | New Buy |
| WWILLIS TOWERS WATSON PLC LTDWTW |
| 0.75% | — | $365,000 | 1,732 | $0 | 0 | +1,732 | New Buy |
 CHECK POINT SOFTWARE TECH LTD ORDCHKP |
| 0.75% | — | $364,000 | 2,737 | $0 | 0 | +2,737 | New Buy |
 BLACKSTONE INCBX |
| 0.75% | — | $363,000 | 5,606 | $0 | 0 | +5,606 | New Buy |
| RRINGCENTRAL INCRNG |
| 0.74% | — | $360,000 | 951 | $0 | 0 | +951 | New Buy |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.73% | — | $353,000 | 3,240 | $0 | 0 | +3,240 | New Buy |
 INTERACTIVE BROKERS GROUP INC COM CL AIBKR |
| 0.73% | — | $352,000 | 5,774 | $0 | 0 | +5,774 | New Buy |
| TTAL ED GROUPTAL |
| 0.72% | — | $351,000 | 4,903 | $0 | 0 | +4,903 | New Buy |
 SAP SE SPON ADRSAP |
| 0.7% | — | $341,000 | 2,613 | $0 | 0 | +2,613 | New Buy |
 SNAP INCSNAP |
| 0.7% | — | $340,000 | 6,784 | $0 | 0 | +6,784 | New Buy |
 OMEGA HEALTHCARE INVS INCOHI |
| 0.7% | — | $339,000 | 9,325 | $0 | 0 | +9,325 | New Buy |
 TRIMBLE INC COMTRMB |
| 0.7% | — | $337,000 | 5,054 | $0 | 0 | +5,054 | New Buy |
 BILIBILI INCBILI |
| 0.7% | — | $337,000 | 3,930 | $0 | 0 | +3,930 | New Buy |
 EQUINIX INCEQIX |
| 0.69% | 1.7% | $336,000 | 471 | $353,000 | 465 | +6+1.29% | Add |
 LULULEMON ATHLETICA INCLULU |
| 0.69% | — | $336,000 | 966 | $0 | 0 | +966 | New Buy |
 DANAHER CORP DEL COMDHR |
| 0.68% | — | $331,000 | 1,490 | $0 | 0 | +1,490 | New Buy |
 INTUITINTU |
| 0.67% | — | $327,000 | 861 | $0 | 0 | +861 | New Buy |
| TTIFFANY & CO NEW |
| 0.67% | — | $327,000 | 2,487 | $0 | 0 | +2,487 | New Buy |
 SNOWFLAKE INC COM SHSSNOW |
| 0.66% | — | $322,000 | 1,146 | $0 | 0 | +1,146 | New Buy |
| FFEDERAL RLTY INVT TR |
| 0.66% | — | $321,000 | 3,773 | $0 | 0 | +3,773 | New Buy |
 CONSOLIDATED EDISON INCED |
| 0.65% | — | $316,000 | 4,366 | $0 | 0 | +4,366 | New Buy |
 CME GROUP INCCME |
| 0.65% | — | $315,000 | 1,732 | $0 | 0 | +1,732 | New Buy |
 SENSATA TECHNOLOGIES HLDG PLST |
| 0.65% | — | $314,000 | 5,961 | $0 | 0 | +5,961 | New Buy |
 HUBBELL INCHUBB |
| 0.64% | — | $308,000 | 1,964 | $0 | 0 | +1,964 | New Buy |
 INTUITIVE SURGICAL INCISRG |
| 0.63% | 1.9% | $306,000 | 374 | $396,000 | 558 | -184-32.97% | Reduce |
 NNN REIT INC REITNNN |
| 0.63% | — | $305,000 | 7,458 | $0 | 0 | +7,458 | New Buy |
 PINTEREST INCPINS |
| 0.62% | — | $301,000 | 4,564 | $0 | 0 | +4,564 | New Buy |
 PRIMERICA INCPRI |
| 0.62% | — | $299,000 | 2,229 | $0 | 0 | +2,229 | New Buy |
 DISNEY WALT CODIS |
| 0.61% | — | $298,000 | 1,645 | $0 | 0 | +1,645 | New Buy |
| DDARLING INGREDIENTS INCDAR |
| 0.61% | — | $298,000 | 5,173 | $0 | 0 | +5,173 | New Buy |
 AMERICAN HOMES 4 RENTAMH |
| 0.61% | — | $297,000 | 9,908 | $0 | 0 | +9,908 | New Buy |
 ARES MANAGEMENT CORPORATIONARES |
| 0.61% | — | $296,000 | 6,283 | $0 | 0 | +6,283 | New Buy |
