 APPLE INCAAPL |
| 8.2% | 8.94% | $29.1M | 101,080 | $26.2M | 103,230 | -2,150-2.08% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 7.7% | 5.29% | $27.3M | 47,326 | $15.5M | 76,126 | -28,800-37.83% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 7.11% | 8.58% | $25.2M | 53,127 | $25.1M | 74,327 | -21,200-28.52% | Reduce |
 AMAZON COM INCAMZN |
| 6.67% | 7.28% | $23.7M | 99,939 | $21.3M | 102,439 | -2,500-2.44% | Reduce |
| LLITHIUM ARGENTINA AGLAR |
| 4.95% | — | $17.5M | 2.1M | $0 | 0 | +2.1M | New Buy |
 NVIDIA CORPORATIONNVDA |
| 4.62% | 5.03% | $16.4M | 82,366 | $14.7M | 84,466 | -2,100-2.49% | Reduce |
 DEERE & CODE |
| 4.11% | 4.56% | $14.6M | 23,102 | $13.4M | 23,702 | -600-2.53% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 3.53% | 4.28% | $12.5M | 24,502 | $12.5M | 25,102 | -600-2.39% | Reduce |
 ELEVANCE HEALTH INC FORMERLYELV |
| 3.42% | 3.23% | $12.1M | 31,530 | $9.5M | 32,330 | -800-2.47% | Reduce |
 ICON PUB LTD COICLR |
| 3.39% | 2.18% | $12.0M | 69,624 | $6.4M | 57,624 | +12,000+20.82% | Add |
 MCKESSON CORP COMMCK |
| 3.37% | 4.82% | $11.9M | 15,910 | $14.1M | 16,310 | -400-2.45% | Reduce |
 CADENCE DESIGN SYSTEM INC COMAYI |
| 3.06% | 1.77% | $10.9M | 29,116 | $5.2M | 18,686 | +10,430+55.82% | Add |
 ECOLAB INCECL |
| 2.96% | 3.53% | $10.5M | 37,942 | $10.3M | 38,842 | -900-2.32% | Reduce |
 TRANE TECHNOLOGIES PLCTT |
| 2.76% | 2.93% | $9.8M | 20,088 | $8.6M | 20,588 | -500-2.43% | Reduce |
| AAPTIV PLCAPTV |
| 2.72% | 3.27% | $9.6M | 158,155 | $9.6M | 138,085 | +20,070+14.53% | Add |
 WEYERHAEUSER COWY |
| 2.68% | 3.42% | $9.5M | 400,230 | $10.0M | 410,130 | -9,900-2.41% | Reduce |
 KEYSIGHT TECHNOLOGIES INCKEYS |
| 2.64% | 3.73% | $9.4M | 26,873 | $10.9M | 38,713 | -11,840-30.58% | Reduce |
 AUTOZONE INCAZO |
| 2.61% | 3.43% | $9.3M | 2,920 | $10.0M | 2,970 | -50-1.68% | Reduce |
 VAIL RESORTS INCMTN |
| 2.53% | 2.98% | $9.0M | 66,330 | $8.7M | 67,930 | -1,600-2.36% | Reduce |
| DDARLING INGREDIENTS INCDAR |
| 2.52% | 3.56% | $8.9M | 164,493 | $10.4M | 168,593 | -4,100-2.43% | Reduce |
 INTERACTIVE BROKERS GROUP INC COM CL AIBKR |
| 2.45% | 2.36% | $8.7M | 100,659 | $6.9M | 103,259 | -2,600-2.52% | Reduce |
 TENABLE HLDGS INCTENB |
| 2.37% | 1.36% | $8.4M | 228,861 | $4.0M | 234,661 | -5,800-2.47% | Reduce |
 MICROSOFT CORPMSFT |
| 2% | — | $7.1M | 19,160 | $0 | 0 | +19,160 | New Buy |
 GXO LOGISTICS INCORPORATEDGXO |
| 1.78% | 3.08% | $6.3M | 124,971 | $9.0M | 173,951 | -48,980-28.16% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.62% | 1.83% | $5.7M | 17,672 | $5.3M | 18,172 | -500-2.75% | Reduce |
 SERVICENOW INCNOW |
| 1.59% | 2.09% | $5.6M | 57,097 | $6.1M | 58,497 | -1,400-2.39% | Reduce |
 ALCON AG ORD SHSALC |
| 1.57% | 2.14% | $5.6M | 82,629 | $6.3M | 84,729 | -2,100-2.48% | Reduce |
 MOODYS CORPMCO |
| 1.45% | 1.75% | $5.2M | 11,464 | $5.1M | 11,764 | -300-2.55% | Reduce |
 MONGODB INC CL AMDB |
| 1.26% | — | $4.5M | 13,420 | $0 | 0 | +13,420 | New Buy |
 WELLS FARGO CO NEWWFC |
| 1.01% | 1.21% | $3.6M | 43,465 | $3.5M | 44,565 | -1,100-2.47% | Reduce |
 ISOENERGY LTDISOU |
| 0.82% | — | $2.9M | 293,110 | $0 | 0 | +293,110 | New Buy |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.54% | — | $1.9M | 6,820 | $0 | 0 | +6,820 | New Buy |
