MERCK & CO INC MRK
2.52% 2.83% $48.5M 377,115 $53.8M 446,915 -69,800 -15.62% Reduce SALESFORCE INC CRM
2.26% 2.11% $43.5M 277,708 $40.1M 214,724 +62,984 +29.33% Add COMCAST CORP NEW CL A CMCSA
2.12% 1.8% $40.8M 1.7M $34.1M 1.2M +482,300 +40.15% Add ABBVIE INC ABBV
2.03% 2.98% $38.9M 154,783 $56.6M 260,373 -105,590 -40.55% Reduce UBER TECHNOLOGIES INC UBER
1.81% 1.8% $34.8M 481,691 $34.3M 476,249 +5,442 +1.14% Add ACCENTURE PLC IRELAND ACN
1.8% 1.64% $34.7M 278,844 $31.2M 157,445 +121,399 +77.11% Add BOOKING HOLDINGS INC COM BKNG
1.58% 1.78% $30.4M 170,672 $33.9M 8,046 +162,626 +2,021.20% Add C CIGNA GROUP CI
1.51% 1.5% $29.0M 105,193 $28.6M 107,066 -1,873 -1.75% Reduce ALTRIA GROUP INC MO
1.5% 1.43% $28.9M 402,218 $27.2M 411,843 -9,625 -2.34% Reduce MARATHON PETE CORP MPC
1.47% 1.48% $28.3M 110,738 $28.0M 114,758 -4,020 -3.50% Reduce T-MOBILE US INC COM TMUS
1.39% 1.96% $26.7M 159,002 $37.3M 177,574 -18,572 -10.46% Reduce ADOBE INC COM ADBE
1.37% 1.63% $26.3M 128,449 $31.0M 127,529 +920 +0.72% Add UNITEDHEALTH GROUP INC UNH
1.34% 0.94% $25.8M 62,058 $17.9M 66,080 -4,022 -6.09% Reduce AUTOMATIC DATA PROCESSING IN ADP
1.33% 1.21% $25.6M 114,168 $22.9M 112,899 +1,269 +1.12% Add ABBOTT LABORATORIES ABT
1.25% 1.53% $24.0M 263,988 $29.1M 282,963 -18,975 -6.71% Reduce M MARSH & MCLENNAN COS INC COM MRSH
1.21% 1.26% $23.2M 139,177 $23.8M 137,460 +1,717 +1.25% Add INTERCONTINENTAL EXCHANGE INC COM ICE
1.2% — $23.1M 187,457 $0 0 +187,457 New Buy GALLAGHER ARTHUR J & CO COM AJG
1.2% 1.12% $23.1M 100,446 $21.3M 98,409 +2,037 +2.07% Add PAYPAL HLDGS INC COM PYPL
1.19% 1.28% $22.9M 530,996 $24.2M 535,580 -4,584 -0.86% Reduce CME GROUP INC CME
1.19% — $22.9M 103,554 $0 0 +103,554 New Buy GLOBAL PMTS INC COM GPN
1.17% 0.82% $22.5M 310,515 $15.6M 231,593 +78,922 +34.08% Add REGENERON PHARMACEUTICALS REGN
1.17% 1.16% $22.5M 36,090 $22.1M 28,570 +7,520 +26.32% Add DIAMONDBACK ENERGY INC FANG
1.15% 1.25% $22.1M 125,702 $23.8M 120,280 +5,422 +4.51% Add AON PLC SHS CL A AON
1.14% 1.11% $22.0M 66,307 $21.2M 65,551 +756 +1.15% Add FEDEX CORP FDX
1.14% — $21.8M 69,729 $0 0 +69,729 New Buy GENERAL DYNAMICS CORP GD
1.11% 1.06% $21.3M 60,037 $20.2M 58,779 +1,258 +2.14% Add OWENS CORNING NEW COM OC
1.1% 0.76% $21.2M 133,194 $14.5M 134,159 -965 -0.72% Reduce INTUIT INTU
1.09% — $21.0M 80,329 $0 0 +80,329 New Buy D R HORTON INC DHI
1.09% 0.96% $20.9M 128,469 $18.2M 132,415 -3,946 -2.98% Reduce FOX CORP FOXA
1.04% — $20.1M 384,765 $0 0 +384,765 New Buy PULTE GROUP INC PHM
1.02% 0.89% $19.6M 142,947 $16.8M 142,948 -1 -0.00% Reduce AUTODESK INC ADSK
1.02% — $19.6M 100,756 $0 0 +100,756 New Buy COGNIZANT TECHNOLOGY SOLUTIONS CL A CTSH
1.02% 1.02% $19.5M 503,975 $19.3M 314,535 +189,440 +60.23% Add AIRBNB INC COM CL A ABNB
1.01% 0.89% $19.4M 135,771 $16.8M 133,341 +2,430 +1.82% Add O OMNICOM GROUP INC OMC
1% 1.06% $19.3M 265,143 $20.1M 266,661 -1,518 -0.57% Reduce BOSTON SCIENTIFIC CORP COM BSX
1% — $19.2M 450,915 $0 0 +450,915 New Buy MCKESSON CORP COM MCK
0.99% 1.16% $19.1M 25,285 $22.1M 25,501 -216 -0.85% Reduce P PERMIAN RESOURCES CORP PR
0.99% 1.18% $19.1M 1.0M $22.4M 1.1M -15,473 -1.47% Reduce NETAPP INC NTAP
0.97% 0.65% $18.6M 120,501 $12.2M 119,631 +870 +0.73% Add VISTRA CORP VST
0.97% 0.96% $18.6M 117,164 $18.3M 121,831 -4,667 -3.83% Reduce STEEL DYNAMICS INC STLD
0.96% — $18.5M 80,703 $0 0 +80,703 New Buy LEIDOS HOLDINGS INC COM LDOS
0.96% — $18.5M 179,335 $0 0 +179,335 New Buy CARDINAL HEALTH INC CAH
0.96% 1.04% $18.4M 77,646 $19.8M 93,721 -16,075 -17.15% Reduce TRADEWEB MKTS INC TW
0.96% — $18.4M 184,464 $0 0 +184,464 New Buy ROPER TECHNOLOGIES INC ROP
0.95% 1.01% $18.3M 54,059 $19.1M 54,107 -48 -0.09% Reduce S SS&C TECH HLDGS SSNC
0.95% 0.68% $18.2M 294,071 $12.9M 191,081 +102,990 +53.90% Add GODADDY INC GDDY
0.93% 0.9% $18.0M 211,810 $17.1M 207,127 +4,683 +2.26% Add T TOLL BROTHERS INC TOL
0.93% 0.77% $17.8M 108,129 $14.7M 107,575 +554 +0.51% Add B BEST BUY INC BBY
0.91% <0.01% $17.5M 231,001 $9,630 150 +230,851 +153,900.67% Add T TENET HEALTHCARE CORP THC
0.9% — $17.3M 92,470 $0 0 +92,470 New Buy 
