| MSFT Microsoft Corp. | 6.20% | 31,051 | $15.4M | Add +4.4% |
| NVDA Nvidia Corp. | 6.03% | 95,225 | $15.0M | Reduce -8.4% |
| AAPL Apple Inc. | 3.68% | 44,666 | $9.2M | Add +45.8% |
| NOW ServiceNow Inc. | 3.44% | 8,330 | $8.6M | Add +1.7% |
| MA Mastercard Inc. Class A | 3.42% | 15,192 | $8.5M | Add +40.7% |
| AMZN Amazon.com Inc. | 3.05% | 34,664 | $7.6M | Reduce -32.5% |
| V Visa Inc. Class A | 2.73% | 19,134 | $6.8M | Add +55.2% |
| ISRG Intuitive Surgical Inc. | 2.50% | 11,464 | $6.2M | Reduce -3.7% |
| GOOG Alphabet Inc. Class C | 2.11% | 29,600 | $5.3M | Reduce -26.2% |
| META Meta Platforms Inc. Class A | 2.08% | 7,010 | $5.2M | Add +98.3% |
| CYBR Cyberark Software Ltd./Israel | 1.93% | 11,850 | $4.8M | Reduce -2.1% |
| SYM Symbotic Inc. | 1.89% | 121,495 | $4.7M | Add +6.3% |
| ROAD Construction Partners Inc. Class A | 1.87% | 43,915 | $4.7M | Reduce -7.5% |
| CRM Salesforce Inc. | 1.71% | 15,638 | $4.3M | Reduce -7.7% |
| CLH Clean Harbors Inc. | 1.64% | 17,657 | $4.1M | Add +1.1% |
| MELI MercadoLibre Inc. | 1.60% | 1,525 | $4.0M | Reduce -10.6% |
| NFLX Netflix Inc. | 1.38% | 2,560 | $3.4M | Add +924.0% |
| MU Micron Technology Inc. | 1.30% | 26,310 | $3.2M | No change |
| DXCM Dexcom Inc. | 1.17% | 33,470 | $2.9M | Reduce -20.2% |
| PWR Quanta Services Inc. | 1.16% | 7,661 | $2.9M | Reduce -12.5% |
| FSS Federal Signal Corp. | 1.16% | 27,198 | $2.9M | Add +2.6% |
| TW Tradeweb Markets Inc. Class A | 1.14% | 19,340 | $2.8M | Add +203.8% |
| ARM Arm Holdings PLC-ADR | 1.12% | 17,335 | $2.8M | Reduce -52.9% |
| DDOG Datadog Inc. Class A | 1.12% | 20,797 | $2.8M | Add +2.9% |
| MPWR Monolithic Power Systems Inc. | 1.05% | 3,585 | $2.6M | Reduce -22.3% |
| BROS Dutch Bros Inc. Class A | 1.03% | 37,662 | $2.6M | Add +12.4% |
| XYZ Block Inc. | 0.99% | 36,300 | $2.5M | No change |
| VMC Vulcan Materials Co. | 0.97% | 9,305 | $2.4M | Add +12.0% |
| WM Waste Management Inc. | 0.96% | 10,437 | $2.4M | Add +203.7% |
| KTOS Kratos Defense & Security | 0.95% | 51,063 | $2.4M | Reduce -13.0% |
| KVYO Klaviyo Inc. Class A | 0.95% | 70,600 | $2.4M | Reduce -1.3% |
| WCN Waste Connections Inc. | 0.93% | 12,386 | $2.3M | Add +13.8% |
| AMD Advanced Micro Devices | 0.89% | 15,557 | $2.2M | Reduce -62.9% |
| CHWY Chewy Inc. Class A | 0.87% | 50,720 | $2.2M | Reduce -10.9% |
| RMBS Rambus Inc. | 0.85% | 33,150 | $2.1M | Reduce -24.1% |
| MLM Martin Marietta Materials | 0.85% | 3,857 | $2.1M | No change |
| ONON On Holding AG Class A filed as ON HLDG AG | 0.83% | 39,650 | $2.1M | Reduce -2.7% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.82% | 149,700 | $2.1M | Add +61.5% |
| CDNS Cadence Design SYS Inc. | 0.80% | 6,500 | $2.0M | No change |
| OSW Onespaworld Holdings Ltd. | 0.78% | 95,469 | $1.9M | Reduce -0.1% |
| KO The Coca-Cola Co. | 0.76% | 26,735 | $1.9M | Add +53.0% |
| MCK McKesson Corp. | 0.75% | 2,552 | $1.9M | Reduce -0.3% |
| WAB Wabtec Corp. | 0.73% | 8,691 | $1.8M | Reduce -10.4% |
| JPM JPMorgan Chase & Co. | 0.71% | 6,078 | $1.8M | Add +3.7% |
| TOST Toast Inc. Class A | 0.69% | 38,900 | $1.7M | Reduce -13.9% |
| QCOM Qualcomm Inc. | 0.69% | 10,775 | $1.7M | Reduce -3.4% |
| CP Canadian Pacific Kansas City | 0.69% | 21,650 | $1.7M | No change |
| PSN Parsons Corp. | 0.59% | 20,587 | $1.5M | Reduce -0.1% |
| VEEV Veeva Systems Inc. Class A | 0.58% | 5,040 | $1.5M | Reduce -5.1% |
| COST Costco Wholesale Corp. | 0.56% | 1,406 | $1.4M | Reduce -5.1% |
| CME Cme Group Inc. | 0.56% | 5,039 | $1.4M | Reduce -44.6% |
| ICE Intercontinental Exchange Inc. | 0.55% | 7,500 | $1.4M | No change |
| WMT Walmart Inc. | 0.55% | 14,039 | $1.4M | No change |
| GFF Griffon Corp. | 0.55% | 18,845 | $1.4M | Reduce -0.1% |
| CCL Carnival Corp. | 0.55% | 48,356 | $1.4M | Reduce -3.5% |
| CAT Caterpillar Inc. | 0.53% | 3,429 | $1.3M | Reduce -4.9% |
| FRPT Freshpet Inc. | 0.50% | 18,500 | $1.3M | Reduce -1.1% |
| LSCC Lattice Semiconductor Corp. | 0.50% | 25,470 | $1.2M | Reduce -10.8% |
| NTRA Natera Inc. | 0.50% | 7,310 | $1.2M | Add +11.9% |
| EMR Emerson Electric Co. | 0.49% | 9,100 | $1.2M | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.47% | 2,279 | $1.2M | Add +8.4% |
| MRVL Marvell Technology Inc. | 0.46% | 14,970 | $1.2M | Reduce -78.1% |
| SNOW Snowflake Inc. | 0.46% | 5,103 | $1.1M | Add +4.1% |
| PANW Palo Alto Networks Inc. | 0.46% | 5,564 | $1.1M | Add +27.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.46% | 23,973 | $1.1M | Reduce -4.7% |
| IR Ingersoll-Rand Inc. | 0.45% | 13,347 | $1.1M | Reduce -11.3% |
| TSLA Tesla Inc. | 0.44% | 3,430 | $1.1M | Reduce -39.5% |
| WFC Wells Fargo & Co. | 0.43% | 13,285 | $1.1M | Reduce -6.2% |
| SPGI S&P Global Inc. | 0.42% | 2,000 | $1.1M | No change |
| SITE Siteone Landscape Supply Inc. | 0.42% | 8,600 | $1.0M | No change |
| HD Home Depot Inc. | 0.41% | 2,800 | $1.0M | Add +250.0% |
| MCD McDonald's Corp. | 0.41% | 3,478 | $1.0M | New |
| AAON Aaon Inc. | 0.40% | 13,600 | $1.0M | Reduce -7.8% |
| HUBS HubSpot Inc. | 0.38% | 1,715 | $955K | Reduce -28.9% |
| FISV Fiserv Inc. | 0.37% | 5,400 | $931K | Add +5584.2% |
| BMY Bristol-Myers Squibb Co. | 0.37% | 20,000 | $926K | New |
| MUSA Murphy USA Inc. | 0.34% | 2,100 | $854K | Add +689.5% |
| EXTR Extreme Networks Inc. | 0.34% | 47,000 | $844K | Reduce -42.7% |
| AEM Agnico Eagle Mines Ltd. | 0.33% | 6,986 | $829K | Add +13.8% |
| MCHP Microchip Technology Inc. | 0.33% | 11,600 | $816K | Reduce -25.6% |
| ROK Rockwell Automation Inc. | 0.31% | 2,310 | $767K | No change |
| NVTS Navitas Semiconductor Corp. | 0.30% | 113,000 | $740K | Reduce -43.5% |
| ANSS Ansys Inc. | 0.30% | 2,095 | $736K | Reduce -23.8% |
| SNPS Synopsys Inc. | 0.29% | 1,430 | $733K | Reduce -22.7% |
| FICO Fair Isaac Corp. | 0.29% | 400 | $731K | No change |
| PTC PTC Inc. | 0.29% | 4,230 | $729K | Reduce -11.9% |
| BSX Boston Scientific Corp. | 0.29% | 6,778 | $728K | Add +17.3% |
| ADSK Autodesk Inc. | 0.28% | 2,270 | $703K | No change |
| AGI Alamos Gold Inc. Class A | 0.27% | 25,588 | $678K | Add +26.5% |
| IRDM Iridium Communications Inc. | 0.27% | 22,423 | $677K | No change |
| MNST Monster Beverage Corp. | 0.27% | 10,650 | $667K | No change |
| GXO Gxo Logistics Inc. | 0.26% | 13,500 | $657K | No change |
| PCOR Procore Technologies Inc. | 0.26% | 9,500 | $650K | No change |
| SHOP Shopify Inc. Class A | 0.21% | 4,631 | $534K | Reduce -14.3% |
| GH Guardant Health Inc. | 0.21% | 10,200 | $531K | Add +70.0% |
| MSCI MSCI Inc. | 0.21% | 898 | $518K | Add +28.3% |
| AVGO Broadcom Inc. | 0.20% | 1,815 | $500K | Add +137.9% |
| CWST Casella Waste Systems Inc. Class A | 0.19% | 4,100 | $473K | No change |
| DECK Deckers Outdoor Corp. | 0.19% | 4,520 | $466K | Reduce -10.7% |
| NET Cloudflare Inc. Class A | 0.17% | 2,204 | $432K | Add +13.9% |
| SGI Somnigroup International Inc. | 0.17% | 6,300 | $429K | Add +14.6% |
| TEAM Atlassian Corp. Class A | 0.16% | 2,000 | $406K | No change |
| KMPR Kemper Corp. | 0.16% | 6,000 | $387K | Add +9.1% |
| FERG Ferguson Enterprises Inc. | 0.15% | 1,750 | $381K | No change |
| LIN Linde PLC | 0.15% | 812 | $381K | Add +1.5% |
| PRMB Primo Brands Corp. | 0.15% | 12,500 | $370K | No change |
| MCO Moody's Corp. | 0.14% | 700 | $351K | No change |
| TDY Teledyne Technologies Inc. | 0.13% | 650 | $333K | Add +30.0% |
| ORLY O'reilly Automotive Inc. | 0.13% | 3,600 | $324K | No change |
| MHO M/I Homes Inc. | 0.13% | 2,800 | $314K | Reduce -16.1% |
| ABBV Abbvie Inc. | 0.13% | 1,691 | $314K | Reduce -68.2% |
| LNG Cheniere Energy Inc. | 0.12% | 1,245 | $303K | Reduce -6.5% |
| LYV Live Nation Entertainment Inc. | 0.12% | 2,000 | $303K | Reduce -50.0% |
| UNP Union Pacific Corp. | 0.12% | 1,300 | $299K | Reduce -48.0% |
| KNSL Kinsale Capital Group Inc. | 0.12% | 600 | $290K | No change |
| CDE Coeur Mining Inc. | 0.12% | 32,559 | $288K | Add +16.4% |
| PM Philip Morris International | 0.11% | 1,545 | $281K | Reduce -38.2% |
| AXON Axon Enterprise Inc. | 0.11% | 339 | $281K | Reduce -3.1% |
| NOG Northern Oil and Gas Inc. | 0.11% | 9,800 | $278K | No change |
| CSX CSX Corp. | 0.10% | 8,000 | $261K | Reduce -46.7% |
| ADUS Addus Homecare Corp. | 0.10% | 2,200 | $253K | Add +29.4% |
| SHW The Sherwin-Williams Co. | 0.10% | 700 | $240K | No change |
| CUBI Customers Bancorp Inc. | 0.09% | 4,000 | $235K | Reduce -20.0% |
| SG Sweetgreen Inc. Class A | 0.09% | 15,000 | $223K | Add +1.5% |
| BOOT Boot Barn Holdings Inc. | 0.09% | 1,455 | $221K | Reduce -3.0% |
| FCX Freeport-McMoran Inc. | 0.09% | 4,985 | $216K | Reduce -1.8% |
| MNDY Monday.com Ltd. | 0.08% | 670 | $211K | Reduce -13.3% |
| PLTR Palantir Technologies Inc. Class A | 0.08% | 1,500 | $204K | No change |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.08% | 2,840 | $204K | Reduce -5.0% |
| POOL Pool Corp. | 0.08% | 700 | $204K | No change |
| UMBF Umb Financial Corp. | 0.08% | 1,900 | $200K | No change |
| BABA Alibaba Group Holding-SP ADR | 0.07% | 1,495 | $170K | Reduce -53.1% |
| NEM Newmont Corp. | 0.07% | 2,882 | $168K | Add +100.1% |
| HWM Howmet Aerospace Inc. | 0.07% | 900 | $168K | No change |
| LEVI Levi Strauss & Co. Class A | 0.07% | 9,000 | $166K | No change |
| B Barrick Gold Corp. | 0.07% | 7,945 | $165K | Add +32.4% |
| DASH DoorDash Inc. Class A | 0.06% | 630 | $155K | New |
| ANET Arista Networks Inc. | 0.06% | 1,453 | $149K | Add +1353.0% |
| TTWO Take-Two Interactive Softwre | 0.06% | 600 | $146K | Add +107.6% |
| EXAS Exact Sciences Corp. | 0.05% | 2,400 | $128K | Add +20.0% |
| NOV Nov Inc. | 0.05% | 10,000 | $124K | Reduce -48.7% |
| APP AppLovin Corp. Class A | 0.04% | 300 | $105K | New |
| FLS Flowserve Corp. | 0.04% | 2,000 | $105K | Reduce -12.3% |
| VRT Vertiv Holdings Co. Class A | 0.04% | 800 | $103K | New |
| EOG EOG Resources Inc. | 0.04% | 796 | $95K | Reduce -53.4% |
| RCL Royal Caribbean Cruises Ltd. | 0.04% | 301 | $94K | Reduce -13.0% |
| SE Sea Ltd.-ADR | 0.03% | 500 | $80K | New |
| SPOT Spotify Technology SA | 0.03% | 100 | $77K | New |
| UBER Uber Technologies Inc. | 0.03% | 800 | $75K | New |
| CMG Chipotle Mexican Grill Inc. | 0.03% | 1,300 | $73K | New |
| DT Dynatrace Inc. | 0.03% | 1,282 | $71K | New |
| PGR Progressive Corp. | 0.02% | 220 | $59K | Reduce -77.8% |
| COP Conocophillips | 0.02% | 650 | $58K | Reduce -61.0% |
| INTC Intel Corp. | 0.01% | 1,230 | $28K | New |
| SYF Synchrony Financial | 0.01% | 390 | $26K | Add +95.0% |
| COF Capital One Financial Corp. | 0.01% | 100 | $21K | Reduce -77.1% |
| CPAY Corpay Inc. | 0.01% | 57 | $19K | Reduce -12.3% |
| DG Dollar General Corp. | 0.01% | 157 | $18K | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.01% | 60 | $18K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.01% | 140 | $17K | New |
| T AT&T Inc. | 0.01% | 515 | $15K | New |
| KR Kroger Co. | 0.01% | 203 | $15K | Reduce -51.7% |
| HIG Hartford Insurance Group Inc. | 0.01% | 110 | $14K | Reduce -40.5% |
| CB Chubb Ltd. | 0.01% | 48 | $14K | Reduce -36.8% |
| COR Cencora Inc. | 0.01% | 43 | $13K | No change |
| CI The Cigna Group | 0.00% | 34 | $11K | New |
| SCHW Schwab (charles) Corp. | 0.00% | 122 | $11K | New |
| MPC Marathon Petroleum Corp. | 0.00% | 67 | $11K | New |
| EQT Eqt Corp. | 0.00% | 187 | $11K | New |
| WMB Williams Cos Inc. | 0.00% | 172 | $11K | New |
| DELL Dell Technologies -C | 0.00% | 88 | $11K | New |
| RRC Range Resources Corp. | 0.00% | 257 | $10K | Reduce -14.3% |
| CVS CVS Health Corp. | 0.00% | 150 | $10K | Reduce -50.0% |
| AMGN Amgen Inc. | 0.00% | 37 | $10K | Add +85.0% |
| NXPI NXP Semiconductors NV | 0.00% | 46 | $10K | New |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.00% | 107 | $10K | New |
| ELV Elevance Health Inc. | 0.00% | 25 | $10K | Reduce -50.0% |
| ROP Roper Technologies Inc. | 0.00% | 17 | $10K | New |
| BKR Baker Hughes Co. | 0.00% | 250 | $10K | Reduce -84.4% |
| GM General Motors Co. | 0.00% | 193 | $9K | New |
| BLK BlackRock Finance Inc. | 0.00% | 9 | $9K | New |
| WCC Wesco International Inc. | 0.00% | 50 | $9K | New |
| CRH CRH PLC | 0.00% | 100 | $9K | New |
| JNJ Johnson & Johnson | 0.00% | 60 | $9K | Reduce -91.5% |
| XOM Exxon Mobil Corp. | 0.00% | 85 | $9K | No change |
| M Macy's Inc. | 0.00% | 729 | $9K | Reduce -2.8% |
| RL Ralph Lauren Corp. | 0.00% | 30 | $8K | Reduce -57.1% |
| ABT Abbott Laboratories | 0.00% | 60 | $8K | New |
| TOL Toll Brothers Inc. | 0.00% | 70 | $8K | Reduce -89.5% |
| MMM 3M Co. | 0.00% | 48 | $7K | New |
| DUK Duke Energy Corp. | 0.00% | 61 | $7K | New |
| TXN Texas Instruments Inc. | 0.00% | 30 | $6K | New |
| TDG Transdigm Group Inc. | 0.00% | 4 | $6K | New |
| FDX FedEx Corp. | 0.00% | 25 | $6K | Reduce -45.6% |
| RTX RTX Corp. | 0.00% | 36 | $5K | New |
| DE Deere & Co. | 0.00% | 10 | $5K | Reduce -95.3% |
| UNH Unitedhealth Group Inc. | 0.00% | 16 | $5K | New |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.00% | 40 | $5K | New |
| TMUS T-Mobile US Inc. | 0.00% | 20 | $5K | New |
| MO Altria Group Inc. | 0.00% | 80 | $5K | New |