| BIL SS SPDR BB 1-3M T-Bill ETF | 4.58% | 115,529 | $10.6M | Add +9.3% |
| ON On Semiconductor | 3.99% | 226,980 | $9.2M | Reduce -0.5% |
| AMZN Amazon.com Inc. | 3.75% | 45,660 | $8.7M | Add +3.0% |
| JPM JPMorgan Chase & Co. | 2.67% | 25,191 | $6.2M | Add +0.3% |
| SPOT Spotify Technology SA | 2.40% | 10,112 | $5.6M | Reduce -0.6% |
| FDX FedEx Corp. | 2.21% | 21,008 | $5.1M | Reduce -0.8% |
| CAT Caterpillar Inc. | 2.08% | 14,565 | $4.8M | Reduce -0.8% |
| AMGN Amgen Inc. | 1.87% | 13,886 | $4.3M | Reduce -11.8% |
| META Meta Platforms Inc. Class A | 1.81% | 7,269 | $4.2M | Reduce -0.2% |
| J Jacobs Solutions Inc. | 1.78% | 34,146 | $4.1M | Reduce -0.1% |
| PWR Quanta Services Inc. | 1.75% | 15,913 | $4.0M | Add +2.7% |
| AAPL Apple Inc. | 1.70% | 17,714 | $3.9M | Add +8.4% |
| SCHW Schwab (charles) Corp. | 1.62% | 47,882 | $3.7M | Add +0.3% |
| TSLA Tesla Inc. | 1.56% | 13,923 | $3.6M | Add +1.2% |
| RTX RTX Corp. | 1.52% | 26,504 | $3.5M | Add +0.3% |
| V Visa Inc. Class A | 1.48% | 9,775 | $3.4M | Reduce -0.9% |
| PAC Grupo Aeroportuario Pac-ADR | 1.44% | 17,914 | $3.3M | Add +0.1% |
| COST Costco Wholesale Corp. | 1.38% | 3,369 | $3.2M | Add +0.3% |
| GOOGL Alphabet Inc. Class A | 1.30% | 19,398 | $3.0M | Add +1.1% |
| TSM Taiwan Semiconductor-SP ADR | 1.27% | 17,683 | $2.9M | Reduce -11.8% |
| AVB Avalonbay Communities Inc. | 1.23% | 13,240 | $2.8M | Add +2.9% |
| MRK Merck & Co. Inc. | 1.10% | 28,451 | $2.6M | Add +10.5% |
| ODFL Old Dominion Freight Line | 1.08% | 15,151 | $2.5M | Reduce -0.3% |
| NVDA Nvidia Corp. | 1.06% | 22,704 | $2.5M | Add +0.7% |
| LEN.B Lennar Corp. Class B | 1.06% | 22,538 | $2.5M | Add +18.1% |
| MSFT Microsoft Corp. | 1.06% | 6,541 | $2.5M | Add +31.4% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.03% | 6,773 | $2.4M | Reduce -0.8% |
| ISRG Intuitive Surgical Inc. | 0.98% | 4,556 | $2.3M | Reduce -0.6% |
| ORCL Oracle Corp. | 0.94% | 15,625 | $2.2M | Reduce -1.3% |
| SHOP Shopify Inc. Class A | 0.93% | 22,526 | $2.2M | Reduce -0.3% |
| MRVL Marvell Technology Inc. | 0.91% | 34,255 | $2.1M | Add +0.1% |
| CSGP Costar Group Inc. | 0.90% | 26,221 | $2.1M | Add +0.4% |
| FCX Freeport-McMoran Inc. | 0.90% | 54,716 | $2.1M | Add +0.4% |
| CSCO Cisco Systems Inc. | 0.89% | 33,532 | $2.1M | Reduce -0.9% |
| ADBE Adobe Inc. | 0.88% | 5,297 | $2.0M | Reduce -1.1% |
| MTN Vail Resorts Inc. | 0.86% | 12,376 | $2.0M | Add +30.0% |
| GS Goldman Sachs Group Inc. | 0.79% | 3,354 | $1.8M | Reduce -14.7% |
| DDOG Datadog Inc. Class A | 0.77% | 18,070 | $1.8M | Reduce -0.1% |
| LHX L3HARRIS Technologies Inc. | 0.73% | 8,048 | $1.7M | Reduce -3.2% |
| ZS Zscaler Inc. | 0.71% | 8,312 | $1.6M | Add +24.0% |
| S Sentinelone Inc. Class A | 0.70% | 88,770 | $1.6M | Add +43.4% |
| ASML ASML Holding NV-NY Reg SHS | 0.70% | 2,430 | $1.6M | Add +2.8% |
| OMAB Grupo Aeroportuario Cen-ADR | 0.70% | 20,460 | $1.6M | Reduce -0.3% |
| AVGO Broadcom Inc. | 0.69% | 9,499 | $1.6M | Add +1.1% |
| FIGS Figs Inc. Class A | 0.68% | 340,438 | $1.6M | Add +57.1% |
| GPN Global Payments Inc. | 0.64% | 15,094 | $1.5M | Add +85.0% |
| NFLX Netflix Inc. | 0.62% | 1,540 | $1.4M | Reduce -1.7% |
| CRM Salesforce Inc. | 0.60% | 5,166 | $1.4M | Add +46.1% |
| NEOG Neogen Corp. | 0.59% | 157,695 | $1.4M | Add +53.2% |
| NET Cloudflare Inc. Class A | 0.59% | 12,037 | $1.4M | Add +21.3% |
| GTLS Chart Industries Inc. | 0.57% | 9,177 | $1.3M | Reduce -0.4% |
| SITE Siteone Landscape Supply Inc. | 0.56% | 10,688 | $1.3M | Add +41.2% |
| DE Deere & Co. | 0.55% | 2,718 | $1.3M | Add +0.3% |
| TMO Thermo Fisher Scientific Inc. | 0.54% | 2,492 | $1.2M | Add +44.7% |
| APA Apa Corp. | 0.52% | 57,195 | $1.2M | Add +46.8% |
| BLK BlackRock Inc. | 0.51% | 1,247 | $1.2M | Add +35.7% |
| BF.A Brown-Forman Corp. Class A | 0.49% | 33,774 | $1.1M | Add +15.2% |
| DHR Danaher Corp. | 0.47% | 5,347 | $1.1M | Add +0.9% |
| RRR Red Rock Resorts Inc. Class A | 0.46% | 24,783 | $1.1M | Add +85.3% |
| DLR Digital Realty Trust Inc. | 0.46% | 7,446 | $1.1M | Add +166.9% |
| ONON On Holding AG Class A filed as ON HLDG AG | 0.46% | 24,009 | $1.1M | Add +353.3% |
| WSC Willscot Holdings Corp. | 0.45% | 37,692 | $1.0M | Reduce -0.2% |
| AZN Astrazeneca PLC-Spons ADR | 0.45% | 14,164 | $1.0M | Reduce -3.1% |
| NCNO Ncino Inc. | 0.43% | 36,201 | $994K | Add +30.1% |
| MELI MercadoLibre Inc. | 0.42% | 502 | $979K | Reduce -2.3% |
| HRL Hormel Foods Corp. | 0.42% | 31,251 | $967K | Reduce -5.0% |
| CNC Centene Corp. | 0.41% | 15,749 | $956K | Add +38.1% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.41% | 17,392 | $952K | Add +3.3% |
| BIRK Birkenstock Holding PLC | 0.39% | 19,926 | $914K | Add +64.6% |
| GBTC Grayscale Bitcoin Trust ETF | 0.38% | 13,659 | $890K | No change |
| COF Capital One Financial Corp. | 0.38% | 4,919 | $882K | Reduce -0.5% |
| H Hyatt Hotels Corp. Class A | 0.38% | 7,150 | $876K | Add +69.1% |
| CAAP Corp. America Airports SA filed as CORPORACION AMER ARPTS S A | 0.38% | 47,862 | $876K | Add +4.1% |
| LB Landbridge Co. LLC-A | 0.37% | 12,057 | $867K | Add +147.1% |
| VRTX Vertex Pharmaceuticals Inc. | 0.37% | 1,789 | $867K | Reduce -10.1% |
| NOW ServiceNow Inc. | 0.37% | 1,077 | $857K | Reduce -0.2% |
| DAVA Endava PLC- Spon ADR | 0.37% | 43,865 | $856K | Add +0.2% |
| ARE Alexandria Real Estate Equit | 0.37% | 9,152 | $847K | Reduce -3.4% |
| WDAY Workday Inc. Class A | 0.36% | 3,606 | $842K | Reduce -1.6% |
| UNP Union Pacific Corp. | 0.36% | 3,551 | $839K | Reduce -2.7% |
| INDI Indie Semiconductor Inc. Class A | 0.35% | 402,750 | $820K | New |
| MDT Medtronic PLC | 0.35% | 9,038 | $812K | Reduce -1.8% |
| BAM Brookfield Asset Mgmt-A | 0.35% | 16,575 | $803K | Add +71.0% |
| GTLB Gitlab Inc. Class A | 0.34% | 16,971 | $798K | Add +79.3% |
| PCOR Procore Technologies Inc. | 0.34% | 12,075 | $797K | Add +169.9% |
| CVX Chevron Corp. | 0.34% | 4,691 | $785K | Add +6.1% |
| COP Conocophillips | 0.33% | 7,379 | $775K | Add +14.5% |
| BP BP PLC-Spons ADR | 0.33% | 22,736 | $768K | Reduce -2.7% |
| LVS Las Vegas Sands Corp. | 0.32% | 19,387 | $749K | Add +106.1% |
| BYRN Byrna Technologies Inc. | 0.32% | 44,176 | $744K | Add +438.7% |
| EW Edwards Lifesciences Corp. | 0.32% | 10,148 | $736K | Reduce -0.3% |
| FCNCA First Citizens Bcshs Class A | 0.31% | 385 | $714K | New |
| IRDM Iridium Communications Inc. | 0.31% | 26,021 | $711K | Add +0.3% |
| ABNB Airbnb Inc. Class A | 0.31% | 5,938 | $709K | Add +196.2% |
| ANET Arista Networks Inc. | 0.30% | 9,084 | $704K | New |
| NKE Nike Inc. Class B | 0.30% | 10,994 | $698K | Reduce -1.8% |
| ILMN Illumina Inc. | 0.29% | 8,582 | $681K | New |
| INTA Intapp Inc. | 0.29% | 11,545 | $674K | No change |
| CWAN Clearwater Analytics HDS-A | 0.29% | 24,643 | $660K | Add +3.8% |
| LULU Lululemon Athletica Inc. | 0.28% | 2,327 | $659K | Reduce -4.9% |
| IQV Iqvia Holdings Inc. | 0.28% | 3,730 | $658K | Add +52.7% |
| GOOG Alphabet Inc. Class C | 0.28% | 4,078 | $637K | No change |
| ABT Abbott Laboratories | 0.27% | 4,764 | $632K | Reduce -6.5% |
| HD Home Depot Inc. | 0.27% | 1,713 | $628K | No change |
| BLDR Builders Firstsource Inc. | 0.27% | 4,932 | $616K | Add +65.5% |
| EXPO Exponent Inc. | 0.26% | 7,505 | $608K | Add +40.9% |
| CSX CSX Corp. | 0.26% | 20,596 | $606K | Reduce -1.9% |
| BWA Borgwarner Inc. | 0.26% | 20,982 | $601K | Add +4.9% |
| ABG Asbury Automotive Group | 0.26% | 2,715 | $600K | Reduce -6.9% |
| BRKR Bruker Corp. | 0.26% | 14,360 | $599K | Reduce -1.1% |
| NSC Norfolk Southern Corp. | 0.25% | 2,451 | $581K | No change |
| EXPE Expedia Group Inc. | 0.25% | 3,417 | $574K | New |
| CP Canadian Pacific Kansas City | 0.25% | 8,158 | $573K | Reduce -6.9% |
| BN Brookfield Corp. | 0.25% | 10,881 | $570K | Add +185.7% |
| MSCI MSCI Inc. | 0.25% | 1,004 | $568K | Add +5.2% |
| AMR Alpha Metallurgical Resource | 0.24% | 4,506 | $564K | Add +43.9% |
| CDNS Cadence Design SYS Inc. | 0.24% | 2,184 | $555K | Add +112.0% |
| UL Unilever PLC | 0.24% | 9,322 | $555K | Add +2.7% |
| SNOW Snowflake Inc. | 0.23% | 3,685 | $539K | Reduce -1.3% |
| INTU Intuit Inc. | 0.23% | 874 | $537K | Add +110.6% |
| TXN Texas Instruments Inc. | 0.23% | 2,986 | $537K | Add +83.8% |
| ASH Ashland Inc. | 0.23% | 8,978 | $532K | Add +121.6% |
| EFX Equifax Inc. | 0.22% | 2,076 | $506K | Add +139.7% |
| LPX Louisiana-Pacific Corp. | 0.21% | 5,394 | $496K | Add +105.2% |
| CNR Core Natural Resources Inc. | 0.21% | 6,350 | $490K | New |
| MASI Masimo Corp. | 0.21% | 2,906 | $484K | Reduce -2.6% |
| TENB Tenable Holdings Inc. | 0.20% | 13,497 | $472K | Reduce -4.0% |
| GWRE Guidewire Software Inc. | 0.20% | 2,506 | $470K | Reduce -1.0% |
| ITGR Integer Holdings Corp. | 0.20% | 3,858 | $455K | New |
| EOG EOG Resources Inc. | 0.19% | 3,502 | $449K | Add +2.9% |
| NOC Northrop Grumman Corp. | 0.19% | 869 | $445K | Add +78.4% |
| CARR Carrier Global Corp. | 0.19% | 6,948 | $441K | Reduce -3.0% |
| IBTA Ibotta Inc. Class A | 0.19% | 10,285 | $434K | No change |
| ASR Grupo Aeroportuario Sur-ADR | 0.18% | 1,517 | $415K | Reduce -6.2% |
| FROG Jfrog Ltd. | 0.18% | 12,894 | $413K | New |
| WYNN WYNN Resorts Ltd. | 0.17% | 4,637 | $387K | Reduce -3.5% |
| XYZ Block Inc. | 0.17% | 7,091 | $385K | Add +3.3% |
| HCC Warrior Met Coal Inc. | 0.17% | 8,042 | $384K | Reduce -3.0% |
| QCOM Qualcomm Inc. | 0.16% | 2,478 | $381K | Reduce -5.1% |
| XOM Exxon Mobil Corp. | 0.16% | 3,094 | $368K | Reduce -0.2% |
| IBKR Interactive Brokers Gro Class A | 0.16% | 2,197 | $364K | Add +83.1% |
| LYV Live Nation Entertainment Inc. | 0.16% | 2,765 | $361K | New |
| EFOR Everforth Inc. filed as ASGN INC | 0.15% | 5,665 | $357K | Reduce -7.8% |
| JNJ Johnson & Johnson | 0.15% | 2,136 | $354K | Reduce -10.8% |
| TTAN Servicetitan Inc. Class A | 0.15% | 3,668 | $349K | New |
| ICLR Icon PLC | 0.15% | 1,965 | $344K | Add +6.8% |
| EQIX Equinix Inc. | 0.14% | 410 | $334K | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.14% | 1,300 | $323K | New |
| ROP Roper Technologies Inc. | 0.14% | 544 | $321K | Reduce -8.4% |
| HLT Hilton Worldwide Holdings Inc. | 0.14% | 1,388 | $316K | New |
| CRL Charles River Laboratories | 0.13% | 2,022 | $304K | Add +10.1% |
| VMC Vulcan Materials Co. | 0.13% | 1,299 | $303K | Reduce -4.5% |
| GM General Motors Co. | 0.13% | 6,211 | $292K | New |
| KVUE Kenvue Inc. | 0.12% | 12,035 | $289K | Add +0.5% |
| IBIT iShares Bitcoin Trust ETF | 0.12% | 6,090 | $285K | New |
| AAON Aaon Inc. | 0.12% | 3,636 | $284K | Add +0.2% |
| DAC Danaos Corp. | 0.12% | 3,612 | $282K | Add +0.4% |
| LAD Lithia Motors Inc. | 0.12% | 947 | $278K | Reduce -5.4% |
| MGM MGM Resorts International | 0.12% | 9,176 | $272K | Reduce -6.1% |
| GPC Genuine Parts Co. | 0.11% | 2,140 | $255K | New |
| UBER Uber Technologies Inc. | 0.11% | 3,459 | $252K | New |
| MCD McDonald's Corp. | 0.11% | 801 | $250K | New |
| KRC Kilroy Realty Corp. | 0.11% | 7,549 | $247K | New |
| GEHC GE Healthcare Technology | 0.11% | 3,052 | $246K | New |
| CHH Choice Hotels Intl Inc. | 0.11% | 1,855 | $246K | No change |
| VRSK Verisk Analytics Inc. | 0.11% | 820 | $244K | Reduce -1.1% |
| U Unity Software Inc. | 0.10% | 12,045 | $236K | Add +1.9% |
| VNO Vornado Realty Trust | 0.10% | 6,345 | $235K | Add +4.0% |
| ADI Analog Devices Inc. | 0.10% | 1,135 | $229K | Reduce -6.0% |
| DXCM Dexcom Inc. | 0.10% | 3,323 | $227K | Reduce -0.2% |
| NDAQ Nasdaq Inc. | 0.10% | 2,956 | $224K | Add +11.3% |
| BANCOLOMBIA S.A.-SPONS ADR | 0.09% | 5,206 | $209K | New |
| NTNX Nutanix Inc. Class A | 0.09% | 2,942 | $205K | Reduce -12.1% |
| LAZRQ Luminar Technologies Inc. | 0.03% | 11,128 | $60K | Reduce -7.1% |
| DNUT Krispy Kreme Inc. | 0.02% | 10,301 | $51K | New |