 WASTE CONNECTIONS INCWCN |
| 8.48% | 6.12% | $5.5M | 33,152 | $4.6M | 28,352 | +4,800+16.93% | Add |
 TRANSDIGM GROUP INCTDG |
| 7.83% | 8.45% | $5.1M | 3,830 | $6.4M | 5,490 | -1,660-30.24% | Reduce |
 DOLLAR TREE INCDLTR |
| 7.55% | 3.2% | $4.9M | 40,700 | $2.4M | 22,023 | +18,677+84.81% | Add |
 VISA INCV |
| 7.44% | 9.36% | $4.9M | 14,142 | $7.0M | 23,302 | -9,160-39.31% | Reduce |
 BOEING COBA |
| 6.44% | — | $4.2M | 19,400 | $0 | 0 | +19,400 | New Buy |
 GENERAL MILLS INC COMGIS |
| 6.23% | 5.76% | $4.1M | 116,600 | $4.3M | 116,400 | +200+0.17% | Add |
 MASTERCARD INCORPORATEDMA |
| 6.19% | 8.8% | $4.0M | 7,852 | $6.6M | 13,252 | -5,400-40.75% | Reduce |
 FAIR ISAAC CORPFICO |
| 5.98% | — | $3.9M | 3,260 | $0 | 0 | +3,260 | New Buy |
| JJETBLUE AIRWAYS CORPJBLU |
| 5.39% | — | $3.5M | 613,348 | $0 | 0 | +613,348 | New Buy |
 PLANET FITNESS MASTER ISSUERPLNT |
| 4.43% | 2.4% | $2.9M | 55,300 | $1.8M | 24,300 | +31,000+127.57% | Add |
 MONDELEZ INTL INC CL AMDLZ |
| 4.32% | 4.85% | $2.8M | 48,702 | $3.7M | 63,402 | -14,700-23.19% | Reduce |
 HERSHEY CO COMHSY |
| 3.69% | 9.06% | $2.4M | 13,700 | $6.8M | 32,800 | -19,100-58.23% | Reduce |
 FORD MTR COF |
| 2.21% | — | $1.4M | 103,500 | $0 | 0 | +103,500 | New Buy |
 AMER SPORTS INC COM SHSAS |
| 2.21% | 4.13% | $1.4M | 42,497 | $3.1M | 94,397 | -51,900-54.98% | Reduce |
 OPEN TEXT CORP COMOTEX |
| 2.16% | — | $1.4M | 63,500 | $0 | 0 | +63,500 | New Buy |
 T-MOBILE US INC COMTMUS |
| 2.11% | — | $1.4M | 8,200 | $0 | 0 | +8,200 | New Buy |
| CCLEAR SECURE INCYOU |
| 1.61% | — | $1.0M | 18,830 | $0 | 0 | +18,830 | New Buy |
| RROLLINS INC COMROL |
| 1.61% | 6.36% | $1.0M | 25,100 | $4.8M | 89,600 | -64,500-71.99% | Reduce |
| HHASBRO INCHAS |
| 1.54% | 4.33% | $1.0M | 12,156 | $3.3M | 34,856 | -22,700-65.13% | Reduce |
 HONEYWELL INTL INCHON |
| 1.39% | — | $906,795 | 4,050 | $0 | 0 | +4,050 | New Buy |
| HHONEYWELL AEROSPACE INCHONA |
| 1.37% | — | $895,374 | 4,050 | $0 | 0 | +4,050 | New Buy |
 EAST WEST BANCORP INCEWBC |
| 1.19% | — | $776,577 | 5,100 | $0 | 0 | +5,100 | New Buy |
 NUCOR CORPNUE |
| 1.13% | — | $735,075 | 3,300 | $0 | 0 | +3,300 | New Buy |
 MAPLEBEAR INC COMCART |
| 1.08% | — | $705,515 | 14,900 | $0 | 0 | +14,900 | New Buy |
 VALERO ENERGY CORP COMVLO |
| 1.04% | — | $677,144 | 2,600 | $0 | 0 | +2,600 | New Buy |
 MARATHON PETE CORPMPC |
| 0.98% | — | $639,175 | 2,500 | $0 | 0 | +2,500 | New Buy |
| BBRP INC COM SUN VTGDOO |
| 0.55% | — | $360,360 | 5,900 | $0 | 0 | +5,900 | New Buy |
 EOG RES INCEOG |
| 0.46% | — | $298,379 | 2,300 | $0 | 0 | +2,300 | New Buy |
 CF INDS HLDGS INCCF |
| 0.45% | — | $292,302 | 2,700 | $0 | 0 | +2,700 | New Buy |
 PHILLIPS 66PSX |
| 0.44% | — | $287,385 | 1,700 | $0 | 0 | +1,700 | New Buy |
 CONOCOPHILLIPSCOP |
| 0.43% | — | $280,692 | 2,700 | $0 | 0 | +2,700 | New Buy |
 EXXON MOBIL CORPXOM |
| 0.42% | — | $273,440 | 2,000 | $0 | 0 | +2,000 | New Buy |
| AAPA CORPORATIONAPA |
| 0.41% | — | $267,074 | 8,200 | $0 | 0 | +8,200 | New Buy |
 OCCIDENTAL PETE CORPOXY |
| 0.4% | — | $262,278 | 5,400 | $0 | 0 | +5,400 | New Buy |
 LYONDELLBASELL INDUSTRIES NV SHS - A -LYB |
| 0.38% | — | $247,455 | 4,700 | $0 | 0 | +4,700 | New Buy |
 UNITED AIRLS HLDGS INC COMUAL |
| 0.13% | — | $81,594 | 600 | $0 | 0 | +600 | New Buy |
| VVANGUARD INDEX FDSVOO |
| 0.1% | — | $63,330 | 86 | $0 | 0 | +86 | New Buy |
| MMagnaChip Semiconductor CorpMX |
| 0.1% | — | $62,152 | 13,140 | $0 | 0 | +13,140 | New Buy |
 ATOUR LIFESTYLE HLDGS LTDATAT |
| 0.08% | — | $54,060 | 1,700 | $0 | 0 | +1,700 | New Buy |
 DOW HLDGS INC COMDOW |
| 0.07% | — | $46,512 | 1,700 | $0 | 0 | +1,700 | New Buy |
