 KLA CORPKLAC |
| 6.86% | 5.05% | $92.5M | 306,440 | $61.9M | 42,069 | +264,371+628.42% | Add |
 APPLE INCAAPL |
| 6.14% | 6.42% | $82.8M | 286,001 | $78.7M | 310,180 | -24,179-7.80% | Reduce |
 BROADCOM INCAVGO |
| 4.96% | 4.95% | $66.9M | 176,981 | $60.7M | 196,119 | -19,138-9.76% | Reduce |
 ELI LILLY & COLLY |
| 4.75% | 2.34% | $64.0M | 53,348 | $28.6M | 31,129 | +22,219+71.38% | Add |
 AMPHENOL CORPAPH |
| 4.06% | 3.85% | $54.7M | 310,493 | $47.2M | 373,689 | -63,196-16.91% | Reduce |
 STATE STR CORP COMSTT |
| 3.75% | 3.44% | $50.5M | 297,972 | $42.1M | 332,857 | -34,885-10.48% | Reduce |
 MICROSOFT CORPMSFT |
| 3.7% | 4.52% | $49.9M | 133,704 | $55.4M | 149,775 | -16,071-10.73% | Reduce |
 EATON CORP PLCETN |
| 3.69% | 3.59% | $49.7M | 116,585 | $44.1M | 123,177 | -6,592-5.35% | Reduce |
 TEXAS INSTRS INCTXN |
| 3.64% | 2.76% | $49.1M | 164,583 | $33.8M | 174,290 | -9,707-5.57% | Reduce |
 WILLIAMS COS INCWMB |
| 3.61% | 3.4% | $48.7M | 654,720 | $41.7M | 572,943 | +81,777+14.27% | Add |
 ANALOG DEVICES INC COMADI |
| 3.47% | 3.27% | $46.7M | 117,605 | $40.0M | 125,857 | -8,252-6.56% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 3.37% | — | $45.4M | 109,258 | $0 | 0 | +109,258 | New Buy |
| WWEC ENERGY GROUP INC COMIDU |
| 3.25% | 3.55% | $43.8M | 375,155 | $43.5M | 375,749 | -594-0.16% | Reduce |
 RTX CORPORATIONRTX |
| 2.97% | 3.49% | $40.0M | 210,672 | $42.8M | 222,016 | -11,344-5.11% | Reduce |
 ABBVIE INCABBV |
| 2.89% | 2.93% | $39.0M | 154,908 | $36.0M | 165,389 | -10,481-6.34% | Reduce |
 STARBUCKS CORPSBUX |
| 2.64% | 1.68% | $35.6M | 348,527 | $20.5M | 229,350 | +119,177+51.96% | Add |
 EMERSON ELEC COEMR |
| 2.53% | 2.7% | $34.1M | 238,521 | $33.1M | 252,382 | -13,861-5.49% | Reduce |
 MOTOROLA SOLUTIONS INCMSI |
| 2.49% | 2.89% | $33.5M | 80,693 | $35.4M | 81,673 | -980-1.20% | Reduce |
 LOWES COS INC COMLOW |
| 2.27% | 2.82% | $30.5M | 138,427 | $34.6M | 146,376 | -7,949-5.43% | Reduce |
 WELLS FARGO CO NEWWFC |
| 2.1% | 2.22% | $28.3M | 342,138 | $27.3M | 342,355 | -217-0.06% | Reduce |
 VISA INCV |
| 1.96% | 2.05% | $26.4M | 76,833 | $25.1M | 82,941 | -6,108-7.36% | Reduce |
| NNASDAQ INCNDAQ |
| 1.92% | 2.41% | $25.9M | 328,443 | $29.5M | 348,081 | -19,638-5.64% | Reduce |
 PEPSICO INCPEP |
| 1.87% | 2.43% | $25.1M | 185,743 | $29.8M | 191,736 | -5,993-3.13% | Reduce |
 LENNOX INTL INCLII |
| 1.66% | 1.43% | $22.3M | 38,970 | $17.6M | 37,824 | +1,146+3.03% | Add |
 MASTERCARD INCORPORATEDMA |
| 1.65% | 1.94% | $22.2M | 43,288 | $23.8M | 47,696 | -4,408-9.24% | Reduce |
 MOODYS CORPMCO |
| 1.47% | 1.67% | $19.8M | 43,743 | $20.5M | 47,057 | -3,314-7.04% | Reduce |
 STRYKER CORPORATIONSYK |
| 1.39% | 1.69% | $18.8M | 59,656 | $20.7M | 62,874 | -3,218-5.12% | Reduce |
 VULCAN MATLS COVMC |
| 1.37% | 1.47% | $18.4M | 62,510 | $18.0M | 66,186 | -3,676-5.55% | Reduce |
| MMODINE MFG COMOD |
| 0.64% | 0.55% | $8.6M | 32,273 | $6.8M | 31,169 | +1,104+3.54% | Add |
 AMAZON COM INCAMZN |
| 0.61% | 0.59% | $8.3M | 34,692 | $7.2M | 34,731 | -39-0.11% | Reduce |
| OONTO INNOVATION INCONTO |
| 0.55% | 0.39% | $7.4M | 19,665 | $4.8M | 23,211 | -3,546-15.28% | Reduce |
| AAlphabet Inc Class CGOOG |
| 0.52% | 0.47% | $7.0M | 19,888 | $5.7M | 19,888 | 00.00% | Unchanged |
| MMASTEC INCMTZ |
| 0.49% | 0.48% | $6.6M | 15,966 | $5.8M | 18,156 | -2,190-12.06% | Reduce |
| DDYCOM INDS INCDY |
| 0.49% | 0.4% | $6.6M | 13,019 | $4.9M | 14,495 | -1,476-10.18% | Reduce |
| DDIGITALOCEAN HLDGS INCDOCN |
| 0.48% | 0.31% | $6.5M | 41,398 | $3.8M | 44,793 | -3,395-7.58% | Reduce |
 CURTISS WRIGHT CORPCW |
| 0.46% | 0.43% | $6.2M | 8,175 | $5.3M | 7,808 | +367+4.70% | Add |
 ALPHABET INCGOOGL |
| 0.43% | 0.46% | $5.8M | 16,262 | $5.6M | 19,565 | -3,303-16.88% | Reduce |
| RRAMBUS INC DELRMBS |
| 0.42% | 0.29% | $5.7M | 42,966 | $3.5M | 41,067 | +1,899+4.62% | Add |
 NVIDIA CORPORATIONNVDA |
| 0.4% | 0.39% | $5.4M | 27,016 | $4.7M | 27,114 | -98-0.36% | Reduce |
| FFABRINETFN |
| 0.39% | 0.38% | $5.2M | 9,264 | $4.6M | 8,846 | +418+4.73% | Add |
 MEDPACE HLDGS INCMEDP |
| 0.38% | 0.36% | $5.1M | 9,604 | $4.4M | 9,188 | +416+4.53% | Add |
 LANTHEUS HLDGS INCLNTH |
| 0.3% | 0.22% | $4.1M | 36,813 | $2.7M | 35,206 | +1,607+4.56% | Add |
| AADVANCED ENERGY INDS INCAEIS |
| 0.28% | 0.25% | $3.8M | 10,073 | $3.1M | 9,573 | +500+5.22% | Add |
| EEVERCORE INCEVR |
| 0.27% | 0.24% | $3.6M | 10,481 | $3.0M | 10,027 | +454+4.53% | Add |
| SSEMTECH CORPSMTC |
| 0.26% | 0.13% | $3.6M | 22,031 | $1.6M | 20,957 | +1,074+5.12% | Add |
| AAPI GROUP CORP COM STKAPG |
| 0.24% | 0.25% | $3.3M | 77,951 | $3.0M | 74,554 | +3,397+4.56% | Add |
| EENSIGN GROUP INCENSG |
| 0.24% | 0.31% | $3.2M | 19,952 | $3.8M | 19,085 | +867+4.54% | Add |
| PPLEXUS CORPPLXS |
| 0.23% | — | $3.1M | 10,263 | $0 | 0 | +10,263 | New Buy |
| CCATALYST PHARMACEUTICALS INC |
| 0.23% | 0.19% | $3.0M | 96,690 | $2.3M | 92,476 | +4,214+4.56% | Add |
 HALOZYME THERAPEUTICS INCHALO |
| 0.22% | 0.19% | $3.0M | 37,774 | $2.3M | 36,130 | +1,644+4.55% | Add |
