| ABBOTT LABS | COM | $74.1M | 2.9%Prev: 3.1% | 544,814 SH | Decreased-23,104 SH |
| ABBVIE INC | COM | $1.4M | 0.1%Prev: 0.1% | 7,800 SH | Decreased-800 SH |
| ACCENTURE PLC IRELAND | SHS CLASS A | $1.2M | 0.0%Prev: 0.1% | 4,100 SH | Decreased |
| ADOBE INC | COM | $1.3M | 0.0%Prev: 0.0% | 3,300 SH | Increased+300 SH |
| ADVANCED MICRO DEVICES INC | COM | $227K | 0.0% | 1,600 SH | New |
| AECOM | COM | $880K | 0.0%Prev: 0.0% | 7,800 SH | Increased |
| ALLEGION PLC | ORD SHS | $764K | 0.0% | 5,300 SH | New |
| ALLSTATE CORP | COM | $584K | 0.0% | 2,900 SH | New |
| ALPHABET INC | CAP STK CL A | $138.2M | 5.3%Prev: 5.1% | 784,085 SH | Increased-31,902 SH |
| ALPHABET INC | CAP STK CL C | $2.7M | 0.1%Prev: 0.1% | 15,100 SH | Increased |
| AMAZON COM INC | COM | $167.9M | 6.5%Prev: 6.4% | 765,224 SH | Increased-58,915 SH |
| AMERICAN EXPRESS CO | COM | $1.3M | 0.1% | 4,200 SH | New |
| AMERICAN INTL GROUP INC | COM NEW | $428K | 0.0% | 5,000 SH | New |
| AMPHENOL CORP NEW | CL A | $90.6M | 3.5%Prev: 2.6% | 917,834 SH | Increased-49,278 SH |
| APPLE INC | COM | $76.6M | 3.0%Prev: 4.6% | 373,340 SH | Decreased-132,767 SH |
| APPLIED MATLS INC | COM | $751K | 0.0%Prev: 0.0% | 4,100 SH | Decreased-1,600 SH |
| APPLOVIN CORP | COM CL A | $455K | 0.0%Prev: 0.0% | 1,300 SH | Increased |
| AUTODESK INC | COM | $557K | 0.0% | 1,800 SH | New |
| AUTOZONE INC | COM | $45.8M | 1.8%Prev: 2.0% | 12,342 SH | Decreased-517 SH |
| BAKER HUGHES COMPANY | CL A | $349K | 0.0%Prev: 0.0% | 9,100 SH | Decreased-700 SH |
| BANK AMERICA CORP | COM | $289K | 0.0% | 6,100 SH | New |
| BERKLEY W R CORP | COM | $338K | 0.0%Prev: 0.0% | 4,600 SH | Increased+700 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $35.7M | 1.4%Prev: 2.0% | 73,439 SH | Decreased-20,358 SH |
| BEST BUY INC | COM | $255K | 0.0% | 3,800 SH | New |
| BLACKSTONE INC | COM | $47.7M | 1.8%Prev: 1.9% | 319,060 SH | Increased-13,296 SH |
| BOOKING HOLDINGS INC | COM | $1.2M | 0.0%Prev: 0.0% | 200 SH | Increased |
| BRISTOL-MYERS SQUIBB CO | COM | $819K | 0.0%Prev: 0.0% | 17,700 SH | Decreased |
| BROADCOM INC | COM | $33.9M | 1.3%Prev: 0.9% | 122,976 SH | Increased-5,108 SH |
| BROADRIDGE FINL SOLUTIONS IN | COM | $778K | 0.0%Prev: 0.0% | 3,200 SH | Increased |
| C H ROBINSON WORLDWIDE INC | COM NEW | $374K | 0.0%Prev: 0.0% | 3,900 SH | Decreased-3,300 SH |
| CARLISLE COS INC | COM | $784K | 0.0%Prev: 0.0% | 2,100 SH | Increased |
| CATERPILLAR INC | COM | $621K | 0.0%Prev: 0.0% | 1,600 SH | Increased |
| CBRE GROUP INC | CL A | $224K | 0.0% | 1,600 SH | New |
| CDW CORP | COM | $822K | 0.0%Prev: 0.0% | 4,600 SH | Increased+1,500 SH |
| CENCORA INC | COM | $930K | 0.0%Prev: 0.0% | 3,100 SH | Increased+1,700 SH |
| CF INDS HLDGS INC | COM | $506K | 0.0% | 5,500 SH | New |
| CHEVRON CORP NEW | COM | $702K | 0.0%Prev: 0.0% | 4,900 SH | Increased+3,500 SH |
| CHIPOTLE MEXICAN GRILL INC | COM | $31.1M | 1.2%Prev: 1.2% | 553,054 SH | Increased-23,149 SH |
| CINTAS CORP | COM | $1.0M | 0.0%Prev: 0.0% | 4,500 SH | Increased |
| CITIGROUP INC | COM NEW | $485K | 0.0%Prev: 0.0% | 5,700 SH | Increased+1,600 SH |
| COCA COLA CO | COM | $4.4M | 0.2%Prev: 0.2% | 61,622 SH | Decreased-13,882 SH |
| COCA-COLA FEMSA SAB DE CV | SPONS ADS REP | $2.6M | 0.1%Prev: 0.1% | 26,743 SH | Increased+4,730 SH |
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | $757K | 0.0%Prev: 0.0% | 9,700 SH | Increased |
| CONSTELLATION ENERGY CORP | COM | $613K | 0.0% | 1,900 SH | New |
| COPART INC | COM | $31.1M | 1.2%Prev: 1.5% | 632,795 SH | Decreased-26,486 SH |
| COSTCO WHSL CORP NEW | COM | $46.9M | 1.8%Prev: 1.9% | 47,379 SH | Increased-2,004 SH |
| CROWN HLDGS INC | COM | $783K | 0.0% | 7,600 SH | New |
| DAVITA INC | COM | $242K | 0.0% | 1,700 SH | New |
| DELL TECHNOLOGIES INC | CL C | $650K | 0.0% | 5,300 SH | New |
| DOMINOS PIZZA INC | COM | $360K | 0.0% | 800 SH | New |
| EATON CORP PLC | SHS | $214K | 0.0% | 600 SH | New |
| EBAY INC. | COM | $849K | 0.0% | 11,400 SH | New |
| EDISON INTL | COM | $831K | 0.0%Prev: 0.0% | 16,100 SH | Increased+3,200 SH |
| EDWARDS LIFESCIENCES CORP | COM | $34.2M | 1.3%Prev: 1.1% | 437,403 SH | Increased+63,284 SH |
| ELECTRONIC ARTS INC | COM | $910K | 0.0% | 5,700 SH | New |
| ELI LILLY & CO | COM | $38.3M | 1.5%Prev: 1.3% | 49,077 SH | Increased+9,438 SH |
| EMCOR GROUP INC | COM | $963K | 0.0%Prev: 0.0% | 1,800 SH | Increased |
| EXELON CORP | COM | $894K | 0.0% | 20,600 SH | New |
| EXPEDIA GROUP INC | COM NEW | $574K | 0.0%Prev: 0.0% | 3,400 SH | Increased+1,000 SH |
| EXXON MOBIL CORP | COM | $679K | 0.0%Prev: 0.0% | 6,300 SH | Decreased-1,600 SH |
| F5 INC | COM | $383K | 0.0% | 1,300 SH | New |
| FAIR ISAAC CORP | COM | $24.8M | 1.0%Prev: 0.0% | 13,566 SH | Increased+13,166 SH |
| FERGUSON ENTERPRISES INC | COMMON STOCK NEW | $675K | 0.0% | 3,100 SH | New |
| FISERV INC | COM | $1.1M | 0.0%Prev: 0.0% | 6,100 SH | Decreased+1,200 SH |
| FOX CORP | CL A COM | $824K | 0.0%Prev: 0.0% | 14,700 SH | Increased+1,800 SH |
| GALLAGHER ARTHUR J & CO | COM | $46.8M | 1.8%Prev: 2.1% | 146,105 SH | Decreased-6,116 SH |
| GARTNER INC | COM | $768K | 0.0%Prev: 0.0% | 1,900 SH | Increased+100 SH |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | $4.2M | 0.2%Prev: 0.2% | 56,488 SH | Increased+10,025 SH |
| GE VERNOVA INC | COM | $317K | 0.0% | 600 SH | New |
| GEN DIGITAL INC | COM | $764K | 0.0% | 26,000 SH | New |
| GILEAD SCIENCES INC | COM | $1.2M | 0.0%Prev: 0.0% | 10,900 SH | Increased+1,100 SH |
| GOLDMAN SACHS GROUP INC | COM | $1.6M | 0.1% | 2,200 SH | New |
| HARTFORD INSURANCE GROUP INC | COM | $888K | 0.0%Prev: 0.0% | 7,000 SH | Increased+800 SH |
| HCA HEALTHCARE INC | COM | $958K | 0.0%Prev: 0.0% | 2,500 SH | Increased+200 SH |
| HOME DEPOT INC | COM | $367K | 0.0%Prev: 1.5% | 1,000 SH | Decreased-97,312 SH |
| HOWMET AEROSPACE INC | COM | $1.1M | 0.0%Prev: 0.0% | 6,100 SH | Increased-500 SH |
| HUBBELL INC | COM | $449K | 0.0% | 1,100 SH | New |
| IDEXX LABS INC | COM | $965K | 0.0%Prev: 0.0% | 1,800 SH | Increased |
| INCYTE CORP | COM | $211K | 0.0%Prev: 0.0% | 3,100 SH | Decreased-1,500 SH |
| INGERSOLL RAND INC | COM | $8.4M | 0.3% | 100,686 SH | New |
| INTERCONTINENTAL EXCHANGE IN | COM | $65.8M | 2.5%Prev: 2.8% | 358,869 SH | Decreased-44,069 SH |
| INTUIT | COM | $1.6M | 0.1%Prev: 0.0% | 2,000 SH | Increased |
| INTUITIVE SURGICAL INC | COM NEW | $43.3M | 1.7%Prev: 1.7% | 79,751 SH | Increased-3,339 SH |
| IQVIA HLDGS INC | COM | $819K | 0.0% | 5,200 SH | New |
| JABIL INC | COM | $894K | 0.0%Prev: 0.0% | 4,100 SH | Increased-200 SH |
| JACOBS SOLUTIONS INC | COM | $802K | 0.0% | 6,100 SH | New |
| JOHNSON & JOHNSON | COM | $367K | 0.0%Prev: 0.0% | 2,400 SH | Decreased-800 SH |
| JPMORGAN CHASE & CO. | COM | $1.7M | 0.1%Prev: 0.1% | 6,000 SH | Increased+300 SH |
| KLA CORP | COM NEW | $806K | 0.0%Prev: 0.0% | 900 SH | Increased-200 SH |
| KROGER CO | COM | $610K | 0.0% | 8,500 SH | New |
| LAM RESEARCH CORP | COM NEW | $41.9M | 1.6%Prev: 1.3% | 430,667 SH | Increased-24,084 SH |
| LEIDOS HOLDINGS INC | COM | $852K | 0.0%Prev: 0.0% | 5,400 SH | Increased |
| LINDE PLC | SHS | $85.8M | 3.3%Prev: 3.6% | 182,795 SH | Decreased-7,651 SH |
| LIVE NATION ENTERTAINMENT IN | COM | $817K | 0.0%Prev: 0.0% | 5,400 SH | Increased+1,600 SH |
| LOCKHEED MARTIN CORP | COM | $1.0M | 0.0%Prev: 0.0% | 2,200 SH | Increased |
| LOWES COS INC | COM | $1.1M | 0.0%Prev: 0.0% | 5,000 SH | Increased+400 SH |
| LULULEMON ATHLETICA INC | COM | $214K | 0.0%Prev: 0.0% | 900 SH | Decreased |
| MARATHON PETE CORP | COM | $947K | 0.0%Prev: 0.0% | 5,700 SH | Increased |
| MARRIOTT INTL INC NEW | CL A | $73.3M | 2.8%Prev: 2.7% | 268,276 SH | Increased-11,229 SH |
| MARSH & MCLENNAN COS INC | COM | $525K | 0.0%Prev: 0.0% | 2,400 SH | Decreased-2,000 SH |
| MASCO CORP | COM | $611K | 0.0%Prev: 0.0% | 9,500 SH | Decreased |
| MASTERCARD INCORPORATED | CL A | $91.3M | 3.5%Prev: 3.8% | 162,447 SH | Decreased-6,641 SH |
| MCKESSON CORP | COM | $1.0M | 0.0%Prev: 0.0% | 1,400 SH | Increased+200 SH |
| MERCADOLIBRE INC | COM | $10.5M | 0.4%Prev: 0.3% | 4,023 SH | Increased |
| MERCK & CO INC | COM | $507K | 0.0%Prev: 0.0% | 6,400 SH | Increased+2,600 SH |
| META PLATFORMS INC | CL A | $163.8M | 6.3%Prev: 5.5% | 221,859 SH | Increased-10,844 SH |
| METTLER TOLEDO INTERNATIONAL | COM | $822K | 0.0%Prev: 0.0% | 700 SH | Increased+100 SH |
| MICROSOFT CORP | COM | $298.1M | 11.5%Prev: 9.5% | 599,327 SH | Increased-23,844 SH |
| MONSTER BEVERAGE CORP NEW | COM | $739K | 0.0% | 11,800 SH | New |
| MOODYS CORP | COM | $43.6M | 1.7%Prev: 1.6% | 86,950 SH | Increased+1,313 SH |
| MOTOROLA SOLUTIONS INC | COM NEW | $883K | 0.0%Prev: 0.0% | 2,100 SH | Decreased |
| MSCI INC | COM | $54.7M | 2.1%Prev: 2.3% | 94,835 SH | Decreased-3,803 SH |
| NASDAQ INC | COM | $653K | 0.0% | 7,300 SH | New |
| NEBIUS GROUP N.V. | SHS CLASS A | $1.6M | 0.1%Prev: 0.1% | 28,491 SH | Increased-30,255 SH |
| NETFLIX INC | COM | $2.7M | 0.1%Prev: 0.1% | 2,000 SH | Increased |
| NRG ENERGY INC | COM NEW | $530K | 0.0% | 3,300 SH | New |
| NVIDIA CORPORATION | COM | $126.9M | 4.9%Prev: 3.4% | 802,908 SH | Increased+30,346 SH |
| ORACLE CORP | COM | $503K | 0.0% | 2,300 SH | New |
| PALANTIR TECHNOLOGIES INC | CL A | $750K | 0.0%Prev: 0.0% | 5,500 SH | Increased+2,400 SH |
| PARKER-HANNIFIN CORP | COM | $978K | 0.0%Prev: 0.0% | 1,400 SH | Increased |
| PAYPAL HLDGS INC | COM | $922K | 0.0%Prev: 0.0% | 12,400 SH | Increased+1,000 SH |
| PENTAIR PLC | SHS | $380K | 0.0% | 3,700 SH | New |
| PINTEREST INC | CL A | $247K | 0.0%Prev: 0.0% | 6,900 SH | Decreased-7,200 SH |
| PPL CORP | COM | $217K | 0.0% | 6,400 SH | New |
| PROCTER AND GAMBLE CO | COM | $382K | 0.0%Prev: 0.0% | 2,400 SH | Decreased-700 SH |
| PROGRESSIVE CORP | COM | $15.7M | 0.6%Prev: 0.5% | 58,734 SH | Increased+12,830 SH |
| PUBLIC STORAGE OPER CO | COM | $910K | 0.0% | 3,100 SH | New |
| PULTE GROUP INC | COM | $517K | 0.0%Prev: 0.0% | 4,900 SH | Decreased-1,800 SH |
| PURE STORAGE INC | CL A | $288K | 0.0% | 5,000 SH | New |
| QUALCOMM INC | COM | $1.2M | 0.0%Prev: 0.0% | 7,600 SH | Increased+300 SH |
| REGIONS FINANCIAL CORP NEW | COM | $397K | 0.0%Prev: 0.0% | 16,900 SH | Decreased-17,700 SH |
| RELIANCE INC | COM | $816K | 0.0%Prev: 0.0% | 2,600 SH | Increased |
| REPUBLIC SVCS INC | COM | $44.8M | 1.7%Prev: 1.9% | 181,767 SH | Decreased-7,608 SH |
| RESMED INC | COM | $877K | 0.0%Prev: 0.0% | 3,400 SH | Increased+100 SH |
| RPM INTL INC | COM | $747K | 0.0%Prev: 0.0% | 6,800 SH | Increased+500 SH |
| S&P GLOBAL INC | COM | $1.3M | 0.0%Prev: 0.0% | 2,400 SH | Increased+200 SH |
| SALESFORCE INC | COM | $41.6M | 1.6%Prev: 1.7% | 152,480 SH | Increased-2,148 SH |
| SEA LTD | SPONSORD ADS | $256K | 0.0% | 1,600 SH | New |
| SHERWIN WILLIAMS CO | COM | $24.5M | 0.9%Prev: 1.1% | 71,249 SH | Decreased-2,983 SH |
| SIMON PPTY GROUP INC NEW | COM | $836K | 0.0%Prev: 0.0% | 5,200 SH | Decreased |
| STEEL DYNAMICS INC | COM | $576K | 0.0%Prev: 0.0% | 4,500 SH | Increased+1,000 SH |
| SYNCHRONY FINANCIAL | COM | $934K | 0.0%Prev: 0.0% | 14,000 SH | Increased |
| T-MOBILE US INC | COM | $1.1M | 0.0%Prev: 0.0% | 4,600 SH | Increased+1,100 SH |
| TE CONNECTIVITY PLC | ORD SHS | $928K | 0.0%Prev: 0.0% | 5,500 SH | Increased+500 SH |
| TESLA INC | COM | $2.5M | 0.1%Prev: 0.1% | 7,800 SH | Increased+200 SH |
| TEXAS INSTRS INC | COM | $9.1M | 0.4% | 43,870 SH | New |
| TEXAS PACIFIC LAND CORPORATI | COM | $317K | 0.0%Prev: 0.0% | 300 SH | Decreased |
| THE CIGNA GROUP | COM | $760K | 0.0%Prev: 0.0% | 2,300 SH | Decreased-400 SH |
| THERMO FISHER SCIENTIFIC INC | COM | $43.9M | 1.7%Prev: 2.3% | 108,165 SH | Decreased-3,045 SH |
| TJX COS INC NEW | COM | $1.2M | 0.0%Prev: 0.0% | 9,500 SH | Increased |
| TRANE TECHNOLOGIES PLC | SHS | $1.0M | 0.0%Prev: 0.0% | 2,400 SH | Increased+300 SH |
| TRAVELERS COMPANIES INC | COM | $936K | 0.0% | 3,500 SH | New |
| UBER TECHNOLOGIES INC | COM | $5.9M | 0.2%Prev: 0.2% | 63,059 SH | Increased-2,640 SH |
| UNITEDHEALTH GROUP INC | COM | $37.1M | 1.4%Prev: 2.7% | 119,072 SH | Decreased-8,042 SH |
| UNIVERSAL HLTH SVCS INC | CL B | $417K | 0.0% | 2,300 SH | New |
| VALERO ENERGY CORP | COM | $874K | 0.0%Prev: 0.0% | 6,500 SH | Increased+700 SH |
| VERISIGN INC | COM | $664K | 0.0% | 2,300 SH | New |
| VERTIV HOLDINGS CO | COM CL A | $398K | 0.0% | 3,100 SH | New |
| VISA INC | COM CL A | $98.0M | 3.8%Prev: 4.2% | 276,032 SH | Decreased-20,699 SH |
| VISTRA CORP | COM | $368K | 0.0%Prev: 0.0% | 1,900 SH | Decreased-1,900 SH |
| WABTEC | COM | $754K | 0.0% | 3,600 SH | New |
| WALMART INC | COM | $35.8M | 1.4%Prev: 1.4% | 366,237 SH | Increased-14,782 SH |
| WELLS FARGO CO NEW | COM | $21.2M | 0.8%Prev: 0.3% | 264,219 SH | Increased+156,174 SH |
| WEYERHAEUSER CO MTN BE | COM NEW | $789K | 0.0%Prev: 0.0% | 30,700 SH | Increased+5,900 SH |
| WILLIAMS SONOMA INC | COM | $653K | 0.0%Prev: 0.0% | 4,000 SH | Increased+800 SH |
| WIX COM LTD | SHS | $349K | 0.0% | 2,200 SH | New |
| ZOETIS INC | CL A | $35.3M | 1.4%Prev: 1.6% | 226,441 SH | Decreased-8,419 SH |