| AAlphabet Inc Class CGOOG |
| 4.44% | 4.04% | $242.9M | 687,505 | $206.0M | 718,045 | -30,540-4.25% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 4.24% | 3.96% | $231.6M | 1.2M | $201.8M | 1.2M | +305+0.03% | Add |
 AMAZON COM INCAMZN |
| 3.8% | 3.57% | $208.0M | 872,851 | $181.8M | 872,791 | +60+0.01% | Add |
 APPLE INCAAPL |
| 3.51% | 3.3% | $191.8M | 662,695 | $168.2M | 662,630 | +65+0.01% | Add |
 MICROSOFT CORPMSFT |
| 3.08% | 3.28% | $168.6M | 451,971 | $167.3M | 451,856 | +115+0.03% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1.91% | 1.03% | $104.2M | 179,426 | $52.4M | 257,476 | -78,050-30.31% | Reduce |
 BROADCOM INCAVGO |
| 1.82% | 1.6% | $99.5M | 263,532 | $81.5M | 263,472 | +60+0.02% | Add |
 PALO ALTOPANW |
| 1.66% | 1.08% | $90.8M | 266,270 | $55.2M | 344,380 | -78,110-22.68% | Reduce |
 HOME DEPOT INCHD |
| 1.55% | 1.55% | $85.0M | 241,086 | $78.8M | 239,556 | +1,530+0.64% | Add |
 WASTE CONNECTIONS INCWCN |
| 1.55% | 1.62% | $84.7M | 508,052 | $82.5M | 508,147 | -95-0.02% | Reduce |
| OOREILLY AUTOMOTIVE INC COMORLY |
| 1.55% | 1.74% | $84.6M | 918,393 | $88.6M | 960,195 | -41,802-4.35% | Reduce |
 ELI LILLY & COLLY |
| 1.54% | 1.26% | $83.9M | 69,981 | $64.4M | 69,981 | 00.00% | Unchanged |
 JPMORGAN CHASE & COJPM |
| 1.49% | 1.43% | $81.3M | 248,520 | $73.1M | 248,390 | +130+0.05% | Add |
 TJX COS INC NEWTJX |
| 1.48% | 1.68% | $81.0M | 534,900 | $85.6M | 536,200 | -1,300-0.24% | Reduce |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 1.47% | 1.54% | $80.1M | 159,828 | $78.6M | 159,828 | 00.00% | Unchanged |
 TEXAS INSTRS INCTXN |
| 1.46% | 1.1% | $79.6M | 267,187 | $56.2M | 289,437 | -22,250-7.69% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.45% | 1.65% | $79.0M | 84,494 | $84.2M | 84,494 | 00.00% | Unchanged |
 ASTRAZENECA PLCAZN |
| 1.42% | 1.59% | $77.8M | 410,378 | $80.9M | 410,238 | +140+0.03% | Add |
 EATON CORP PLCETN |
| 1.42% | 1.27% | $77.7M | 182,455 | $64.8M | 181,180 | +1,275+0.70% | Add |
 VULCAN MATLS COVMC |
| 1.4% | 1.38% | $76.4M | 258,825 | $70.5M | 258,885 | -60-0.02% | Reduce |
 KLA CORPKLAC |
| 1.36% | 1.07% | $74.2M | 245,975 | $54.5M | 37,005 | +208,970+564.71% | Add |
 CADENCE DESIGN SYSTEM INC COMAYI |
| 1.33% | 1.06% | $73.0M | 194,478 | $54.0M | 194,428 | +50+0.03% | Add |
 META PLATFORMS INCMETA |
| 1.3% | 1.34% | $70.9M | 125,815 | $68.3M | 119,340 | +6,475+5.43% | Add |
 SHERWIN WILLIAMS COSHW |
| 1.28% | 1.28% | $69.9M | 203,075 | $65.1M | 203,030 | +45+0.02% | Add |
 SNOWFLAKE INC COM SHSSNOW |
| 1.28% | 0.72% | $69.9M | 274,687 | $36.9M | 244,782 | +29,905+12.22% | Add |
 LAM RESEARCH CORPLRCX |
| 1.27% | 1.05% | $69.2M | 159,717 | $53.8M | 251,582 | -91,865-36.51% | Reduce |
 STRYKER CORPORATIONSYK |
| 1.25% | 1.06% | $68.3M | 216,873 | $54.1M | 164,528 | +52,345+31.82% | Add |
 S&P GLOBAL INCSPGI |
| 1.23% | 1.38% | $67.4M | 165,430 | $70.3M | 165,390 | +40+0.02% | Add |
| FFASTENAL CO COMFAST |
| 1.23% | 1.27% | $67.3M | 1.4M | $65.0M | 1.4M | +613+0.04% | Add |
 VISA INCV |
| 1.23% | 1.16% | $67.2M | 195,945 | $59.2M | 195,875 | +70+0.04% | Add |
 STARBUCKS CORPSBUX |
| 1.21% | 1.14% | $66.1M | 646,490 | $57.9M | 646,565 | -75-0.01% | Reduce |
 JOHNSON CONTROLS INTERNATIONJCI |
| 1.18% | 1.13% | $64.3M | 440,030 | $57.6M | 440,030 | 00.00% | Unchanged |
 COCA COLA COKO |
| 1.17% | 1.17% | $63.9M | 786,118 | $59.8M | 785,813 | +305+0.04% | Add |
 MASTERCARD INCORPORATEDMA |
| 1.13% | 1.18% | $62.0M | 120,785 | $60.3M | 120,740 | +45+0.04% | Add |
 SYNOPSYS INCSNPS |
| 1.1% | 1.05% | $60.3M | 135,282 | $53.6M | 135,202 | +80+0.06% | Add |
 AON PLC SHS CL AAON |
| 1.1% | 1.15% | $60.1M | 181,267 | $58.5M | 181,227 | +40+0.02% | Add |
 NETFLIX INCNFLX |
| 1.05% | 1.52% | $57.4M | 803,360 | $77.2M | 803,210 | +150+0.02% | Add |
 MCDONALDS CORPMCD |
| 1.01% | 1.23% | $55.1M | 203,920 | $62.8M | 202,205 | +1,715+0.85% | Add |
 FORTIVE CORP COMFTV |
| 1% | 0.97% | $54.6M | 894,215 | $49.4M | 894,360 | -145-0.02% | Reduce |
 INTERCONTINENTAL EXCHANGE INC COMICE |
| 0.98% | 1.35% | $53.8M | 436,910 | $68.7M | 436,910 | 00.00% | Unchanged |
 CINTAS CORP COMCTAS |
| 0.95% | 0.86% | $51.9M | 305,433 | $44.0M | 260,238 | +45,195+17.37% | Add |
 ILLINOIS TOOLITW |
| 0.87% | 0.9% | $47.4M | 175,415 | $45.6M | 175,280 | +135+0.08% | Add |
 ALCON AG ORD SHSALC |
| 0.84% | 1.02% | $46.2M | 688,295 | $51.9M | 688,410 | -115-0.02% | Reduce |
| LLATTICE SEMICONDUCTOR CORPLSCC |
| 0.82% | 0.63% | $45.0M | 293,953 | $31.9M | 343,553 | -49,600-14.44% | Reduce |
 SERVICENOW INCNOW |
| 0.81% | 0.91% | $44.1M | 444,205 | $46.4M | 443,915 | +290+0.07% | Add |
 SALESFORCE INCCRM |
| 0.79% | 1.01% | $43.1M | 275,270 | $51.4M | 275,175 | +95+0.03% | Add |
 BOSTON SCIENTIFIC CORP COMBSX |
| 0.77% | 0.91% | $41.9M | 982,444 | $46.5M | 741,274 | +241,170+32.53% | Add |
 ROPER TECHNOLOGIES INCROP |
| 0.68% | 0.76% | $37.1M | 109,535 | $38.8M | 109,535 | 00.00% | Unchanged |
 MICROCHIP TECHNOLOGYMCHP |
| 0.56% | 0.47% | $30.7M | 336,467 | $23.9M | 370,152 | -33,685-9.10% | Reduce |
 IDEX CORPIEX |
| 0.55% | 0.49% | $30.1M | 132,653 | $25.1M | 132,583 | +70+0.05% | Add |
