 LAM RESEARCH CORPLRCX |
| 15.39% | 10.02% | $9.7M | 22,294 | $5.1M | 24,083 | -1,789-7.43% | Reduce |
 BROADCOM INCAVGO |
| 8.7% | 8.94% | $5.5M | 14,459 | $4.6M | 14,834 | -375-2.53% | Reduce |
 UNITED RENTALS INCURI |
| 6.53% | 5.15% | $4.1M | 3,621 | $2.6M | 3,632 | -11-0.30% | Reduce |
 ARISTA NETWORKS INCANET |
| 4.32% | 3.5% | $2.7M | 15,980 | $1.8M | 14,629 | +1,351+9.24% | Add |
 FORTINET INCFTNT |
| 3.67% | 2.39% | $2.3M | 14,995 | $1.2M | 14,995 | 00.00% | Unchanged |
 NVIDIA CORPORATIONNVDA |
| 3.61% | 3.85% | $2.3M | 11,340 | $2.0M | 11,340 | 00.00% | Unchanged |
 GOLDMAN SACHS GROUP INCGS |
| 3.36% | 3.47% | $2.1M | 2,088 | $1.8M | 2,107 | -19-0.90% | Reduce |
 APPLE INCAAPL |
| 2.69% | 2.88% | $1.7M | 5,830 | $1.5M | 5,830 | 00.00% | Unchanged |
| AAlphabet Inc Class CGOOG |
| 2.67% | 2.65% | $1.7M | 4,740 | $1.4M | 4,740 | 00.00% | Unchanged |
 MICROSOFT CORPMSFT |
| 2.45% | 2.98% | $1.5M | 4,127 | $1.5M | 4,127 | 00.00% | Unchanged |
| OOREILLY AUTOMOTIVE INC COMORLY |
| 2.35% | 2.89% | $1.5M | 16,020 | $1.5M | 16,080 | -60-0.37% | Reduce |
 ALPHABET INCGOOGL |
| 1.96% | 1.96% | $1.2M | 3,445 | $1.0M | 3,500 | -55-1.57% | Reduce |
 PALO ALTOPANW |
| 1.9% | 1.25% | $1.2M | 3,490 | $640,000 | 3,990 | -500-12.53% | Reduce |
 VISA INCV |
| 1.86% | 2.01% | $1.2M | 3,409 | $1.0M | 3,409 | 00.00% | Unchanged |
| CCIGNA GROUPLIBD |
| 1.68% | 2% | $1.1M | 3,820 | $1.0M | 3,852 | -32-0.83% | Reduce |
 SHERWIN WILLIAMS COSHW |
| 1.65% | 1.88% | $1.0M | 3,015 | $966,000 | 3,015 | 00.00% | Unchanged |
 NEXSTAR MEDIA GROUP INCNXST |
| 1.61% | 2.01% | $1.0M | 5,650 | $1.0M | 5,702 | -52-0.91% | Reduce |
 PRICE T ROWE GROUP INC COMTROW |
| 1.41% | 1.38% | $884,736 | 7,782 | $707,000 | 7,838 | -56-0.71% | Reduce |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 1.28% | 1.53% | $803,179 | 1,602 | $787,000 | 1,602 | 00.00% | Unchanged |
 ABBVIE INCABBV |
| 1.26% | 1.34% | $793,924 | 3,155 | $686,000 | 3,155 | 00.00% | Unchanged |
 META PLATFORMS INCMETA |
| 1.2% | 1.49% | $754,809 | 1,340 | $767,000 | 1,340 | 00.00% | Unchanged |
| FFIVE BELOW INCFIVE |
| 1.17% | 1.82% | $736,240 | 4,095 | $936,000 | 4,095 | 00.00% | Unchanged |
 VERTEX PHARMACEUTICALS INCVRTX |
| 1.16% | 1.28% | $730,193 | 1,470 | $656,000 | 1,470 | 00.00% | Unchanged |
 ESSENT GROUP LTDESNT |
| 1.13% | 1.36% | $712,222 | 11,080 | $699,000 | 11,960 | -880-7.36% | Reduce |
 CULLEN FROST BANKERS INCCFR |
| 1.06% | 1.17% | $662,582 | 4,288 | $599,000 | 4,370 | -82-1.88% | Reduce |
 TRACTOR SUPPLY CO COMTSCO |
| 0.9% | 2.27% | $568,032 | 17,970 | $1.2M | 25,770 | -7,800-30.27% | Reduce |
 AMGEN INC COMAMGN |
| 0.89% | 1.08% | $559,475 | 1,545 | $553,000 | 1,573 | -28-1.78% | Reduce |
 Ulta Beauty Inc Ordinary SharesULTA |
| 0.87% | 1.23% | $543,431 | 1,205 | $630,000 | 1,205 | 00.00% | Unchanged |
 THOR INDS INCTHO |
| 0.86% | 1.23% | $541,528 | 7,205 | $633,000 | 7,923 | -718-9.06% | Reduce |
 BANK OZK LITTLE ROCK ARKOZK |
| 0.85% | 0.94% | $530,745 | 10,189 | $481,000 | 10,483 | -294-2.80% | Reduce |
 AMAZON COM INCAMZN |
| 0.82% | 0.87% | $512,669 | 2,151 | $448,000 | 2,151 | 00.00% | Unchanged |
 EDWARDS LIFESCIENCES CORPEW |
| 0.8% | 0.42% | $500,967 | 5,538 | $216,000 | 2,700 | +2,838+105.11% | Add |
| SSS&C TECH HLDGSSSNC |
| 0.74% | 0.98% | $463,700 | 7,473 | $505,000 | 7,473 | 00.00% | Unchanged |
 TD SYNNEX CORPORATIONSNX |
| 0.73% | 0.57% | $456,617 | 1,708 | $293,000 | 1,738 | -30-1.73% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 0.7% | 0.55% | $436,412 | 1,050 | $284,000 | 1,050 | 00.00% | Unchanged |
 MERCK & CO INCMRK |
| 0.7% | 0.81% | $436,386 | 3,396 | $418,000 | 3,472 | -76-2.19% | Reduce |
 IRON MTN INC DEL COMIRM |
| 0.66% | — | $414,802 | 3,284 | $0 | 0 | +3,284 | New Buy |
 L3HARRIS TECHNOLOGIES INCLHX |
| 0.65% | 0.94% | $406,826 | 1,400 | $483,000 | 1,400 | 00.00% | Unchanged |
 MORGAN STANLEYMS |
| 0.63% | 0.61% | $397,176 | 1,900 | $313,000 | 1,900 | 00.00% | Unchanged |
 ABBOTT LABORATORIESABT |
| 0.63% | 0.86% | $392,813 | 4,329 | $444,000 | 4,329 | 00.00% | Unchanged |
 QUANTA SVCS INCPWR |
| 0.61% | 0.57% | $385,941 | 536 | $294,000 | 536 | 00.00% | Unchanged |
| DDICKS SPORTING GOODS INCDKS |
| 0.61% | 0.65% | $384,216 | 1,694 | $336,000 | 1,694 | 00.00% | Unchanged |
 MCKESSON CORP COMMCK |
| 0.61% | 0.6% | $381,578 | 505 | $307,000 | 355 | +150+42.25% | Add |
 COPART INC COMCPRT |
| 0.6% | 0.86% | $376,618 | 13,360 | $444,000 | 13,360 | 00.00% | Unchanged |
 CARRIER GLOBALCARR |
| 0.54% | 0.52% | $337,557 | 4,602 | $266,000 | 4,722 | -120-2.54% | Reduce |
 OWENS CORNING NEW COMOC |
| 0.5% | 0.43% | $312,992 | 1,969 | $219,000 | 2,026 | -57-2.81% | Reduce |
 BLACKROCK INC COMBLK |
| 0.48% | 0.61% | $301,930 | 314 | $311,000 | 323 | -9-2.79% | Reduce |
| WWATSCO INCWSO |
| 0.46% | 0.49% | $290,461 | 697 | $254,000 | 697 | 00.00% | Unchanged |
 APPLIED MATLS INCAMAT |
| 0.46% | 0.27% | $289,200 | 400 | $137,000 | 400 | 00.00% | Unchanged |
| EEBAY INC. COMEBAY |
| 0.44% | 0.46% | $276,134 | 2,471 | $236,000 | 2,591 | -120-4.63% | Reduce |
