 ALPHABET INCGOOGL |
| 8.2% | 5.71% | $14.1M | 39,400 | $8.5M | 29,600 | +9,800+33.11% | Add |
 NVIDIA CORPORATIONNVDA |
| 5.46% | 4.07% | $9.4M | 46,900 | $6.1M | 34,800 | +12,100+34.77% | Add |
 MICROSOFT CORPMSFT |
| 4.08% | 3.93% | $7.0M | 18,800 | $5.8M | 15,800 | +3,000+18.99% | Add |
 APPLE INCAAPL |
| 4.04% | 4.09% | $6.9M | 24,000 | $6.1M | 24,000 | 00.00% | Unchanged |
 BROADCOM INCAVGO |
| 3.58% | 3.99% | $6.2M | 16,300 | $5.9M | 19,200 | -2,900-15.10% | Reduce |
| BBANK NEW YORK MELLON CORPBK |
| 2.36% | 2.23% | $4.0M | 28,000 | $3.3M | 28,000 | 00.00% | Unchanged |
 EAST WEST BANCORP INCEWBC |
| 2.31% | — | $4.0M | 26,100 | $0 | 0 | +26,100 | New Buy |
 IQVIA HLDGS INCIQV |
| 2.29% | 1.93% | $3.9M | 20,400 | $2.9M | 16,900 | +3,500+20.71% | Add |
| RREINSURANCE GROUP AMER INCRGA |
| 2.25% | 2.1% | $3.9M | 18,200 | $3.1M | 15,300 | +2,900+18.95% | Add |
 CDW CORPCDW |
| 2.22% | 2.05% | $3.8M | 27,100 | $3.1M | 25,300 | +1,800+7.11% | Add |
 HCA HEALTHCARE INCHCA |
| 2.18% | 2.19% | $3.7M | 9,600 | $3.3M | 6,900 | +2,700+39.13% | Add |
| DDROPBOX INCDBX |
| 2.17% | 1.79% | $3.7M | 135,900 | $2.7M | 117,400 | +18,500+15.76% | Add |
 CORPAY INCCPAY |
| 2.17% | 1.86% | $3.7M | 11,200 | $2.8M | 9,500 | +1,700+17.89% | Add |
 VERTEX PHARMACEUTICALS INCVRTX |
| 2.17% | 1.98% | $3.7M | 7,500 | $2.9M | 6,600 | +900+13.64% | Add |
 MOTOROLA SOLUTIONS INCMSI |
| 2.15% | 2.07% | $3.7M | 8,900 | $3.1M | 7,100 | +1,800+25.35% | Add |
 WASTE MGMT INC DELWM |
| 2.12% | 2.25% | $3.6M | 16,300 | $3.4M | 14,600 | +1,700+11.64% | Add |
 ITRON INCITRI |
| 2.11% | 2.05% | $3.6M | 41,900 | $3.1M | 34,100 | +7,800+22.87% | Add |
 ELI LILLY & COLLY |
| 2.1% | 1.98% | $3.6M | 3,000 | $2.9M | 3,200 | -200-6.25% | Reduce |
 AMAZON COM INCAMZN |
| 2.07% | 2.08% | $3.6M | 14,900 | $3.1M | 14,900 | 00.00% | Unchanged |
 MCKESSON CORP COMMCK |
| 2.02% | 2.09% | $3.5M | 4,600 | $3.1M | 3,600 | +1,000+27.78% | Add |
 JAZZ PHARMACEUTICALS PLCJAZZ |
| 2.02% | 2.2% | $3.5M | 14,400 | $3.3M | 17,300 | -2,900-16.76% | Reduce |
 BAKER HUGHES COMPANYBKR |
| 2.02% | 2.13% | $3.5M | 62,500 | $3.2M | 52,000 | +10,500+20.19% | Add |
 T-MOBILE US INC COMTMUS |
| 2% | 2.11% | $3.4M | 20,500 | $3.2M | 15,000 | +5,500+36.67% | Add |
 SALESFORCE INCCRM |
| 1.99% | 2.07% | $3.4M | 21,800 | $3.1M | 16,500 | +5,300+32.12% | Add |
 NUCOR CORPNUE |
| 1.97% | 2.12% | $3.4M | 15,200 | $3.2M | 18,700 | -3,500-18.72% | Reduce |
| GGAP INCGAP |
| 1.97% | 1.88% | $3.4M | 181,100 | $2.8M | 115,600 | +65,500+56.66% | Add |
| FFLEX LTDFLEX |
| 1.96% | 2.06% | $3.4M | 20,800 | $3.1M | 46,900 | -26,100-55.65% | Reduce |
| NNASDAQ INCNDAQ |
| 1.95% | 2.14% | $3.4M | 42,600 | $3.2M | 37,500 | +5,100+13.60% | Add |
 MORGAN STANLEYMS |
| 1.95% | 2.12% | $3.3M | 16,000 | $3.2M | 19,200 | -3,200-16.67% | Reduce |
 PFIZER INCPFE |
| 1.94% | 2.2% | $3.3M | 138,200 | $3.3M | 116,700 | +21,500+18.42% | Add |
 TENABLE HLDGS INCTENB |
| 1.94% | 1.69% | $3.3M | 90,200 | $2.5M | 148,800 | -58,600-39.38% | Reduce |
 BRIGHT HORIZONS FAM SOL IN DBFAM |
| 1.93% | 2% | $3.3M | 46,800 | $3.0M | 36,200 | +10,600+29.28% | Add |
| AATI INCATI |
| 1.93% | 1.94% | $3.3M | 16,800 | $2.9M | 19,900 | -3,100-15.58% | Reduce |
 BURLINGTON STORES INC COMBURL |
| 1.92% | 2.27% | $3.3M | 10,400 | $3.4M | 10,400 | 00.00% | Unchanged |
 ON SEMICONDUCTOR CORP COMON |
| 1.88% | 1.99% | $3.2M | 34,100 | $3.0M | 47,900 | -13,800-28.81% | Reduce |
 HUNTINGTON INGALLS INDS INC COMHII |
| 1.83% | 2.01% | $3.1M | 11,200 | $3.0M | 7,900 | +3,300+41.77% | Add |
| NNEXTPOWER INCNXT |
| 1.82% | 1.96% | $3.1M | 26,200 | $2.9M | 24,200 | +2,000+8.26% | Add |
 PINTEREST INCPINS |
| 1.82% | 1.83% | $3.1M | 148,400 | $2.7M | 148,400 | 00.00% | Unchanged |
 EOG RES INCEOG |
| 1.81% | 1.98% | $3.1M | 24,000 | $2.9M | 20,400 | +3,600+17.65% | Add |
| UUIPATH INCPATH |
| 1.81% | 1.69% | $3.1M | 285,600 | $2.5M | 226,400 | +59,200+26.15% | Add |
 VERTIV HOLDINGS COVRT |
| 1.79% | 1.85% | $3.1M | 9,200 | $2.8M | 11,000 | -1,800-16.36% | Reduce |
 INTEL CORPINTC |
| 1.69% | 1.75% | $2.9M | 20,800 | $2.6M | 59,100 | -38,300-64.81% | Reduce |
