 COGNIZANT TECHNOLOGY SOLUTIONS CL ACTSH |
| 1.04% | — | $8.1M | 209,558 | $0 | 0 | +209,558 | New Buy |
 AMERICAN INTL GROUP INC COM NEWAIG |
| 1.02% | 0.99% | $8.0M | 107,041 | $13.0M | 172,773 | -65,732-38.05% | Reduce |
 CME GROUP INCCME |
| 1.02% | — | $7.9M | 35,936 | $0 | 0 | +35,936 | New Buy |
 INTERCONTINENTAL EXCHANGE INC COMICE |
| 0.98% | 0.23% | $7.7M | 62,290 | $3.0M | 19,014 | +43,276+227.60% | Add |
 CAPITAL ONE FINL CORPCOF |
| 0.98% | 0.88% | $7.6M | 37,997 | $11.6M | 63,412 | -25,415-40.08% | Reduce |
 HALLIBURTON CO COMHAL |
| 0.94% | 0.23% | $7.3M | 216,347 | $3.1M | 78,374 | +137,973+176.04% | Add |
 NVENT ELECTRIC PLCNVT |
| 0.94% | 0.09% | $7.3M | 43,269 | $1.2M | 10,247 | +33,022+322.26% | Add |
 TJX COS INC NEWTJX |
| 0.93% | — | $7.3M | 48,132 | $0 | 0 | +48,132 | New Buy |
 MCKESSON CORP COMMCK |
| 0.92% | 0.26% | $7.2M | 9,537 | $3.5M | 3,988 | +5,549+139.14% | Add |
 ABBOTT LABORATORIESABT |
| 0.92% | 0.63% | $7.2M | 79,172 | $8.2M | 79,632 | -460-0.58% | Reduce |
 JOHNSON CONTROLS INTERNATIONJCI |
| 0.92% | 0.32% | $7.2M | 49,060 | $4.2M | 32,253 | +16,807+52.11% | Add |
 BLACKROCK INC COMBLK |
| 0.92% | 0.13% | $7.2M | 7,448 | $1.7M | 1,738 | +5,710+328.54% | Add |
 PHILLIPS 66PSX |
| 0.91% | 0.05% | $7.1M | 41,951 | $708,680 | 3,890 | +38,061+978.43% | Add |
 INTERACTIVE BROKERS GROUP INC COM CL AIBKR |
| 0.9% | 0.89% | $7.0M | 80,761 | $11.6M | 173,632 | -92,871-53.49% | Reduce |
 BROADRIDGE FINL SOLUTIONS INBR |
| 0.89% | 0.67% | $7.0M | 50,954 | $8.7M | 53,813 | -2,859-5.31% | Reduce |
 ZILLOW GROUP INC CL AZ |
| 0.88% | 0.05% | $6.9M | 218,388 | $685,501 | 16,566 | +201,822+1,218.29% | Add |
 PPL CORP COMPPL |
| 0.88% | 0.31% | $6.9M | 189,122 | $4.1M | 106,956 | +82,166+76.82% | Add |
 CHEVRON CORPORATIONCVX |
| 0.87% | 0.07% | $6.8M | 40,892 | $867,739 | 4,194 | +36,698+875.01% | Add |
 MONDELEZ INTL INC CL AMDLZ |
| 0.86% | — | $6.7M | 116,208 | $0 | 0 | +116,208 | New Buy |
 CSX CORPCSX |
| 0.84% | — | $6.6M | 138,653 | $0 | 0 | +138,653 | New Buy |
 HILTON WORLDWIDE HLDGS INCHLT |
| 0.83% | 0.3% | $6.4M | 19,502 | $3.9M | 12,950 | +6,552+50.59% | Add |
 COLGATE PALMOLIVE COCL |
| 0.82% | 0.2% | $6.4M | 69,862 | $2.6M | 31,069 | +38,793+124.86% | Add |
 AERCAP HOLDINGS NV SHSAER |
| 0.81% | — | $6.3M | 43,542 | $0 | 0 | +43,542 | New Buy |
| OOREILLY AUTOMOTIVE INC COMORLY |
| 0.8% | — | $6.3M | 68,185 | $0 | 0 | +68,185 | New Buy |
 PUBLIC SVC ENTERPRISE GROUP COMPEG |
| 0.79% | 0.66% | $6.2M | 76,364 | $8.7M | 107,164 | -30,800-28.74% | Reduce |
 ACCENTURE PLC IRELANDACN |
| 0.79% | 0.58% | $6.2M | 49,747 | $7.7M | 38,586 | +11,161+28.92% | Add |
 KNIGHT-SWIFT TRANSN HLDGS INC CL AKNX |
| 0.79% | 0.09% | $6.2M | 79,085 | $1.2M | 20,743 | +58,342+281.26% | Add |
| BBANK OF AMER CORPBAC |
| 0.79% | 0.9% | $6.1M | 107,776 | $11.7M | 240,250 | -132,474-55.14% | Reduce |
 3M CO COMMMM |
| 0.78% | 0.21% | $6.1M | 37,599 | $2.7M | 18,898 | +18,701+98.96% | Add |
| CCITIGROUP INCC |
| 0.77% | 1% | $6.0M | 42,814 | $13.1M | 115,677 | -72,863-62.99% | Reduce |
 BROOKFIELD CORPBN |
| 0.77% | 0.76% | $6.0M | 140,325 | $9.9M | 245,325 | -105,000-42.80% | Reduce |
 MCDONALDS CORPMCD |
| 0.76% | — | $5.9M | 21,871 | $0 | 0 | +21,871 | New Buy |
 COCA COLA COKO |
| 0.76% | — | $5.9M | 72,531 | $0 | 0 | +72,531 | New Buy |
 DIAMONDBACK ENERGY INCFANG |
| 0.75% | 0.69% | $5.9M | 33,457 | $9.1M | 45,835 | -12,378-27.01% | Reduce |
 NUCOR CORPNUE |
| 0.75% | — | $5.9M | 26,349 | $0 | 0 | +26,349 | New Buy |
 OTIS WORLDWIDEOTIS |
| 0.74% | 0.58% | $5.8M | 81,146 | $7.6M | 98,515 | -17,369-17.63% | Reduce |
| NNASDAQ INCNDAQ |
| 0.74% | 0.34% | $5.8M | 73,352 | $4.5M | 52,865 | +20,487+38.75% | Add |
 SENSATA TECHNOLOGIES HLDG PLST |
| 0.7% | — | $5.4M | 113,691 | $0 | 0 | +113,691 | New Buy |
 WELLS FARGO CO NEWWFC |
| 0.68% | 0.1% | $5.3M | 64,626 | $1.3M | 15,966 | +48,660+304.77% | Add |
 BOSTON SCIENTIFIC CORP COMBSX |
| 0.67% | 1.08% | $5.3M | 123,179 | $14.2M | 225,867 | -102,688-45.46% | Reduce |
| CCRH PLCCRH |
| 0.66% | 0.28% | $5.2M | 48,306 | $3.7M | 35,221 | +13,085+37.15% | Add |
| HHF SINCLAIR CORPDINO |
| 0.66% | — | $5.1M | 73,397 | $0 | 0 | +73,397 | New Buy |
 HOWMET AEROSPACE INC COMHWM |
| 0.65% | 0.86% | $5.1M | 18,986 | $11.3M | 48,988 | -30,002-61.24% | Reduce |
 INTUITIVE SURGICAL INCISRG |
| 0.65% | 0.05% | $5.0M | 12,686 | $718,222 | 1,558 | +11,128+714.25% | Add |
 CHENIERE ENERGY INCLNG |
| 0.64% | 0.26% | $5.0M | 20,989 | $3.4M | 11,851 | +9,138+77.11% | Add |
 EXXON MOBIL CORPXOM |
| 0.63% | — | $4.9M | 36,045 | $0 | 0 | +36,045 | New Buy |
| GGILEAD SCIENCES INC COMGILD |
| 0.61% | 0.43% | $4.8M | 37,783 | $5.7M | 40,564 | -2,781-6.86% | Reduce |
 TRIMBLE INC COMTRMB |
| 0.61% | 0.08% | $4.8M | 92,886 | $1.1M | 16,524 | +76,362+462.13% | Add |
 EVERGY INC COMEVRG |
| 0.6% | — | $4.7M | 54,072 | $0 | 0 | +54,072 | New Buy |
 DANAHER CORP DEL COMDHR |
| 0.58% | 0.98% | $4.5M | 23,646 | $12.8M | 67,489 | -43,843-64.96% | Reduce |
