| AMZN Amazon.com Inc. | 3.73% | 46,647 | $10.8M | Reduce -1.5% |
| ON On Semiconductor | 3.33% | 177,434 | $9.6M | Reduce -1.4% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 2.99% | 94,483 | $8.6M | Reduce -24.5% |
| CAT Caterpillar Inc. | 2.75% | 13,890 | $8.0M | Reduce -2.6% |
| SGOV iShares 0-3 Month Treasury B | 2.60% | 74,847 | $7.5M | Reduce -1.2% |
| JPM JPMorgan Chase & Co. | 2.59% | 23,221 | $7.5M | Reduce -4.4% |
| PWR Quanta Services Inc. | 2.25% | 15,390 | $6.5M | Reduce -0.8% |
| TSLA Tesla Inc. | 2.11% | 13,571 | $6.1M | Add +0.1% |
| SPOT Spotify Technology SA | 2.01% | 9,994 | $5.8M | Add +0.1% |
| GOOGL Alphabet Inc. Class A | 1.99% | 18,387 | $5.8M | Reduce -2.0% |
| FDX FedEx Corp. | 1.99% | 19,905 | $5.7M | Reduce -2.8% |
| RTX RTX Corp. | 1.61% | 25,332 | $4.6M | Reduce -2.0% |
| PAC Grupo Aeroportuario Pac-ADR | 1.60% | 17,513 | $4.6M | Reduce -1.6% |
| META Meta Platforms Inc. Class A | 1.59% | 6,962 | $4.6M | Reduce -2.0% |
| AMGN Amgen Inc. | 1.56% | 13,799 | $4.5M | Add +0.1% |
| AAPL Apple Inc. | 1.56% | 16,540 | $4.5M | Reduce -1.5% |
| SCHW Schwab (charles) Corp. | 1.55% | 44,931 | $4.5M | Reduce -4.0% |
| FIGS Figs Inc. Class A | 1.38% | 351,325 | $4.0M | Reduce -5.8% |
| TSM Taiwan Semiconductor-SP ADR | 1.38% | 13,086 | $4.0M | Reduce -3.6% |
| V Visa Inc. Class A | 1.15% | 9,470 | $3.3M | Reduce -1.0% |
| NVDA Nvidia Corp. | 1.14% | 17,716 | $3.3M | Reduce -1.1% |
| MRVL Marvell Technology Inc. | 1.14% | 38,625 | $3.3M | Add +13.6% |
| AVGO Broadcom Inc. | 1.13% | 9,391 | $3.3M | Add +5.1% |
| MRK Merck & Co. Inc. | 1.07% | 29,395 | $3.1M | Reduce -5.1% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.06% | 6,558 | $3.1M | Reduce -0.2% |
| AVB Avalonbay Communities Inc. | 1.00% | 15,871 | $2.9M | Add +13.1% |
| FCX Freeport-McMoran Inc. | 0.86% | 49,134 | $2.5M | Reduce -6.4% |
| ISRG Intuitive Surgical Inc. | 0.84% | 4,307 | $2.4M | Reduce -4.4% |
| ORCL Oracle Corp. | 0.82% | 12,187 | $2.4M | Reduce -0.3% |
| LHX L3HARRIS Technologies Inc. | 0.81% | 7,994 | $2.3M | No change |
| COST Costco Wholesale Corp. | 0.81% | 2,718 | $2.3M | Add +22.2% |
| SHOP Shopify Inc. Class A | 0.81% | 14,481 | $2.3M | Reduce -3.6% |
| NET Cloudflare Inc. Class A | 0.79% | 11,511 | $2.3M | Add +0.2% |
| ONON On Holding AG Class A filed as ON HLDG AG | 0.75% | 46,340 | $2.2M | Add +23.9% |
| MSFT Microsoft Corp. | 0.74% | 4,417 | $2.1M | Reduce -0.8% |
| OMAB Grupo Aeroportuario Cen-ADR | 0.73% | 19,418 | $2.1M | Reduce -1.4% |
| MTN Vail Resorts Inc. | 0.73% | 15,835 | $2.1M | Reduce -2.2% |
| CSGP Costar Group Inc. | 0.72% | 30,776 | $2.1M | Add +15.9% |
| ANET Arista Networks Inc. | 0.69% | 15,162 | $2.0M | Add +30.5% |
| LEN.B Lennar Corp. Class B | 0.69% | 20,813 | $2.0M | Reduce -5.9% |
| DDOG Datadog Inc. Class A | 0.68% | 14,485 | $2.0M | Add +3.4% |
| J Jacobs Solutions Inc. | 0.66% | 14,377 | $1.9M | Add +3.1% |
| ZS Zscaler Inc. | 0.65% | 8,337 | $1.9M | Add +3.3% |
| CAAP Corp. America Airports SA filed as CORPORACION AMER ARPTS S A | 0.64% | 71,427 | $1.9M | Reduce -5.4% |
| ADBE Adobe Inc. | 0.63% | 5,205 | $1.8M | Reduce -0.2% |
| TMO Thermo Fisher Scientific Inc. | 0.62% | 3,099 | $1.8M | Reduce -4.3% |
| ABNB Airbnb Inc. Class A | 0.61% | 12,945 | $1.8M | Reduce -4.1% |
| ASML ASML Holding NV-NY Reg SHS | 0.59% | 1,592 | $1.7M | Add +0.1% |
| TFLO iShares Treasury Floating Ra | 0.59% | 33,702 | $1.7M | Reduce -15.8% |
| DE Deere & Co. | 0.58% | 3,626 | $1.7M | Add +13.6% |
| FCNCA First Citizens Bcshs Class A | 0.58% | 783 | $1.7M | Add +24.9% |
| CSCO Cisco Systems Inc. | 0.58% | 21,587 | $1.7M | Reduce -34.1% |
| MELI MercadoLibre Inc. | 0.57% | 819 | $1.6M | Add +34.9% |
| BIRK Birkenstock Holding PLC | 0.57% | 40,188 | $1.6M | Add +52.2% |
| APA Apa Corp. | 0.57% | 66,974 | $1.6M | Reduce -0.7% |
| S Sentinelone Inc. Class A | 0.55% | 106,607 | $1.6M | Reduce -0.3% |
| DHR Danaher Corp. | 0.54% | 6,844 | $1.6M | Reduce -5.8% |
| ODFL Old Dominion Freight Line | 0.54% | 9,857 | $1.5M | Reduce -2.5% |
| IOT Samsara Inc. Class A | 0.52% | 42,230 | $1.5M | Add +35.4% |
| H Hyatt Hotels Corp. Class A | 0.51% | 9,257 | $1.5M | Reduce -9.2% |
| NFLX Netflix Inc. | 0.51% | 15,777 | $1.5M | Add +27.1% |
| CRM Salesforce Inc. | 0.49% | 5,390 | $1.4M | Reduce -3.4% |
| KDP Keurig Dr Pepper Inc. | 0.49% | 50,809 | $1.4M | Add +19.5% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.48% | 36,821 | $1.4M | Add +3.5% |
| PCOR Procore Technologies Inc. | 0.48% | 19,140 | $1.4M | Reduce -0.5% |
| RRR Red Rock Resorts Inc. Class A | 0.47% | 21,978 | $1.4M | Reduce -1.7% |
| MSCI MSCI Inc. | 0.47% | 2,350 | $1.3M | Add +2.0% |
| AZN Astrazeneca PLC-Spons ADR | 0.45% | 13,986 | $1.3M | Reduce -4.2% |
| BLK BlackRock Inc. | 0.45% | 1,201 | $1.3M | Add +0.4% |
| SITE Siteone Landscape Supply Inc. | 0.44% | 10,184 | $1.3M | Reduce -0.2% |
| GOOG Alphabet Inc. Class C | 0.44% | 4,013 | $1.3M | Reduce -0.4% |
| LLY Eli Lilly & Co. | 0.43% | 1,160 | $1.2M | Reduce -4.1% |
| VRSK Verisk Analytics Inc. | 0.43% | 5,521 | $1.2M | Add +82.6% |
| UNP Union Pacific Corp. | 0.42% | 5,255 | $1.2M | Add +48.0% |
| COP Conocophillips | 0.41% | 12,763 | $1.2M | Reduce -4.0% |
| GPN Global Payments Inc. | 0.41% | 15,410 | $1.2M | Reduce -3.6% |
| NOW ServiceNow Inc. | 0.40% | 7,540 | $1.2M | Add +43.8% |
| BP BP PLC-Spons ADR | 0.39% | 32,617 | $1.1M | Add +40.4% |
| IQV Iqvia Holdings Inc. | 0.39% | 4,989 | $1.1M | Reduce -7.7% |
| NCNO Ncino Inc. | 0.39% | 43,855 | $1.1M | Reduce -5.6% |
| VRTX Vertex Pharmaceuticals Inc. | 0.39% | 2,472 | $1.1M | Reduce -6.2% |
| GS Goldman Sachs Group Inc. | 0.38% | 1,246 | $1.1M | Reduce -0.6% |
| BYRN Byrna Technologies Inc. | 0.37% | 63,063 | $1.1M | Add +16.0% |
| ICLR Icon PLC | 0.35% | 5,589 | $1.0M | Add +37.3% |
| NSC Norfolk Southern Corp. | 0.34% | 3,430 | $990K | Reduce -0.1% |
| VMC Vulcan Materials Co. | 0.34% | 3,395 | $968K | Add +57.0% |
| GTLB Gitlab Inc. Class A | 0.33% | 25,121 | $943K | Add +8.1% |
| GBTC Grayscale Bitcoin Trust ETF | 0.32% | 13,659 | $934K | No change |
| GEHC GE Healthcare Technology | 0.32% | 11,190 | $918K | Reduce -8.2% |
| NKE Nike Inc. Class B | 0.32% | 14,295 | $911K | Add +115.2% |
| MBLY Mobileye Global Inc. Class A | 0.31% | 85,676 | $894K | Add +357.7% |
| TW Tradeweb Markets Inc. Class A | 0.30% | 8,036 | $864K | Reduce -3.1% |
| LPX Louisiana-Pacific Corp. | 0.30% | 10,614 | $857K | Add +104.3% |
| MDT Medtronic PLC | 0.30% | 8,918 | $857K | Add +0.7% |
| LB Landbridge Co. LLC-A | 0.29% | 17,388 | $852K | Add +7.7% |
| SNOW Snowflake Inc. | 0.29% | 3,768 | $827K | Add +3.2% |
| COF Capital One Financial Corp. | 0.28% | 3,380 | $819K | Reduce -8.3% |
| EFX Equifax Inc. | 0.28% | 3,723 | $808K | Reduce -0.2% |
| ELF Elf Beauty Inc. | 0.27% | 10,315 | $784K | Add +417.8% |
| EW Edwards Lifesciences Corp. | 0.27% | 9,094 | $775K | Reduce -14.0% |
| FOUR SHIFT4 Payments Inc. Class A | 0.26% | 11,901 | $749K | Add +93.4% |
| HD Home Depot Inc. | 0.26% | 2,152 | $741K | Add +14.7% |
| INTU Intuit Inc. | 0.25% | 1,101 | $729K | Reduce -7.3% |
| CVX Chevron Corp. | 0.25% | 4,709 | $718K | Add +2.4% |
| STZ Constellation Brands Inc. Class A | 0.25% | 5,162 | $712K | Add +8.0% |
| TPL Texas Pacific Land Corp. | 0.25% | 2,478 | $712K | Add +43.9% |
| IBKR Interactive Brokers Gro Class A | 0.25% | 11,040 | $710K | Add +5.4% |
| FROG Jfrog Ltd. | 0.24% | 11,305 | $706K | Reduce -6.0% |
| MASI Masimo Corp. | 0.24% | 5,366 | $698K | Add +7.0% |
| CSX CSX Corp. | 0.24% | 19,246 | $698K | Reduce -3.8% |
| DT Dynatrace Inc. | 0.24% | 15,733 | $682K | Add +66.2% |
| XYZ Block Inc. | 0.23% | 10,249 | $667K | Add +65.8% |
| VITL Vital Farms Inc. | 0.23% | 20,823 | $665K | New |
| TTAN Servicetitan Inc. Class A | 0.23% | 6,200 | $660K | Reduce -2.9% |
| ABT Abbott Laboratories | 0.22% | 5,184 | $650K | Add +11.2% |
| CDNS Cadence Design SYS Inc. | 0.22% | 2,047 | $640K | Add +9.8% |
| ELV Elevance Health Inc. | 0.22% | 1,805 | $633K | Reduce -0.3% |
| GNTX Gentex Corp. | 0.21% | 26,570 | $618K | New |
| ZBH Zimmer Biomet Holdings Inc. | 0.21% | 6,786 | $610K | Add +140.4% |
| EOG EOG Resources Inc. | 0.21% | 5,758 | $605K | Add +10.1% |
| ABG Asbury Automotive Group | 0.20% | 2,523 | $587K | Reduce -3.8% |
| BN Brookfield Corp. | 0.20% | 12,649 | $580K | Reduce -6.3% |
| LIN Linde PLC | 0.20% | 1,353 | $577K | New |
| APP AppLovin Corp. Class A | 0.20% | 841 | $567K | Reduce -0.1% |
| UL Unilever PLC-Sponsored ADR | 0.20% | 8,626 | $564K | Add +3.3% |
| AMD Advanced Micro Devices | 0.19% | 2,603 | $557K | New |
| TXN Texas Instruments Inc. | 0.19% | 3,092 | $536K | No change |
| MPC Marathon Petroleum Corp. | 0.18% | 3,217 | $523K | Add +25.2% |
| ASR Grupo Aeroportuario Sur-ADR | 0.18% | 1,592 | $515K | Add +9.0% |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 0.18% | 7,629 | $511K | New |
| FBIN Fortune Brands Innovations I | 0.18% | 10,126 | $507K | Add +88.3% |
| TEAM Atlassian Corp. Class A | 0.17% | 3,073 | $498K | Add +3.2% |
| FISV Fiserv Inc. | 0.17% | 7,378 | $496K | Add +212.2% |
| KRC Kilroy Realty Corp. | 0.17% | 13,045 | $487K | Add +14.0% |
| NDAQ Nasdaq Inc. | 0.17% | 4,997 | $485K | Reduce -3.4% |
| AMR Alpha Metallurgical Resource | 0.17% | 2,390 | $478K | Reduce -17.5% |
| INTA Intapp Inc. | 0.16% | 10,382 | $476K | Reduce -11.7% |
| GWRE Guidewire Software Inc. | 0.16% | 2,327 | $468K | No change |
| ROP Roper Technologies Inc. | 0.16% | 1,040 | $463K | Reduce -0.9% |
| GM General Motors Co. | 0.16% | 5,684 | $462K | No change |
| EXPE Expedia Group Inc. | 0.16% | 1,622 | $460K | No change |
| OMC Omnicom Group | 0.16% | 5,624 | $454K | Reduce -8.6% |
| U Unity Software Inc. | 0.16% | 10,255 | $453K | Reduce -0.8% |
| CHH Choice Hotels Intl Inc. | 0.15% | 4,653 | $443K | Reduce -3.2% |
| UNH Unitedhealth Group Inc. | 0.15% | 1,316 | $434K | New |
| CARR Carrier Global Corp. | 0.15% | 8,054 | $426K | Add +15.9% |
| JNJ Johnson & Johnson | 0.15% | 2,051 | $424K | No change |
| ITGR Integer Holdings Corp. | 0.15% | 5,344 | $419K | Reduce -15.8% |
| QCOM Qualcomm Inc. | 0.14% | 2,427 | $415K | Reduce -2.1% |
| NPO Enpro Inc. | 0.14% | 1,932 | $414K | Reduce -0.5% |
| WAB Wabtec Corp. | 0.14% | 1,853 | $396K | New |
| TGT Target Corp. | 0.14% | 4,026 | $394K | Reduce -11.2% |
| WSC Willscot Holdings Corp. | 0.14% | 20,880 | $393K | Reduce -18.9% |
| ETN Eaton Corp. PLC | 0.13% | 1,215 | $387K | New |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.13% | 22,911 | $384K | New |
| EXPO Exponent Inc. | 0.13% | 5,484 | $381K | Reduce -2.5% |
| CHWY Chewy Inc. Class A | 0.13% | 10,999 | $364K | New |
| UBER Uber Technologies Inc. | 0.12% | 4,409 | $360K | Add +22.2% |
| SAP Sap SE-Sponsored ADR | 0.12% | 1,458 | $354K | New |
| CGNX Cognex Corp. | 0.12% | 9,816 | $353K | New |
| CPRT Copart Inc. | 0.12% | 8,676 | $340K | New |
| HLT Hilton Worldwide Holdings Inc. | 0.12% | 1,179 | $339K | Reduce -5.3% |
| TECH Bio-Techne Corp. | 0.12% | 5,719 | $336K | New |
| PEN Penumbra Inc. | 0.12% | 1,081 | $336K | Reduce -16.1% |
| WCC Wesco International Inc. | 0.12% | 1,358 | $332K | Reduce -15.1% |
| SNPS Synopsys Inc. | 0.11% | 706 | $332K | Reduce -11.5% |
| CI The Cigna Group | 0.11% | 1,189 | $327K | New |
| LYV Live Nation Entertainment Inc. | 0.11% | 2,275 | $324K | Reduce -2.3% |
| BSX Boston Scientific Corp. | 0.11% | 3,397 | $324K | New |
| APD Air Products & Chemicals Inc. | 0.11% | 1,306 | $323K | New |
| RGEN Repligen Corp. | 0.11% | 1,966 | $322K | Reduce -0.8% |
| XOM Exxon Mobil Corp. | 0.11% | 2,655 | $320K | Reduce -0.3% |
| GPC Genuine Parts Co. | 0.11% | 2,548 | $313K | Add +29.0% |
| WDFC WD-40 Co. | 0.11% | 1,587 | $312K | New |
| ACN Accenture PLC Class A | 0.11% | 1,160 | $311K | Reduce -3.6% |
| TTEK Tetra Tech Inc. | 0.11% | 9,125 | $306K | New |
| LPLA LPL Financial Holdings Inc. | 0.10% | 825 | $295K | Add +6.5% |
| LRN Stride Inc. | 0.10% | 4,480 | $291K | New |
| RRX Regal Rexnord Corp. | 0.10% | 2,042 | $287K | New |
| ZTS Zoetis Inc. | 0.10% | 2,222 | $280K | New |
| EQNR Equinor ASA-Spon ADR | 0.10% | 11,625 | $275K | New |
| TOST Toast Inc. Class A | 0.09% | 7,411 | $263K | New |
| TTC Toro Co. | 0.09% | 3,311 | $261K | Reduce -6.0% |
| FDS Factset Research Systems Inc. | 0.09% | 894 | $259K | New |
| IBIT iShares Bitcoin Trust ETF | 0.09% | 5,107 | $254K | Add +5.8% |
| LOW Lowe's Cos Inc. | 0.09% | 1,051 | $253K | New |
| SYK Stryker Corp. | 0.08% | 673 | $237K | New |
| NBIS Nebius Group NV | 0.08% | 2,737 | $229K | New |
| NXGL Nexgel Inc. | 0.01% | 13,400 | $22K | New |