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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | TRACTOR SUPPLY CO | $10.7M | 235532 | 1.11% |
| 2 | AMETEK INC | $10.1M | 47121 | 1.05% |
| 3 | BROADRIDGE FINL SOLUTIONS IN | $10.0M | 61683 | 1.04% |
| 4 | SS&C TECH HLDGS | $9.7M | 144135 | 1.01% |
| 5 | CHIPOTLE MEXICAN GRILL INC | $9.6M | 300015 | 0.99% |
| 6 | AXON ENTERPRISE INC | $9.5M | 22376 | 0.98% |
| 7 | LIBERTY MEDIA CORP DEL | $9.3M | 109974 | 0.97% |
| 8 | TELEDYNE TECHNOLOGIES INC | $9.3M | 15289 | 0.96% |
| 9 | AMGEN INC | $9.2M | 26187 | 0.95% |
| 10 | FIDELITY NATL INFORMATION SV | $9.2M | 196395 | 0.95% |
| 11 | SOMNIGROUP INTERNATIONAL INC | $9.0M | 121600 | 0.93% |
| 12 | COMCAST CORP NEW | $8.9M | 309484 | 0.92% |
| 13 | CENTENE CORP DEL | $8.8M | 269331 | 0.91% |
| 14 | ON HLDG AG | $8.8M | 259090 | 0.91% |
| 15 | SYSCO CORP | $8.8M | 123159 | 0.91% |
| 16 | AMRIZE LTD | $8.8M | 156389 | 0.91% |
| 17 | UNITED PARCEL SVCS INC | $8.7M | 88500 | 0.90% |
| 18 | JAMES HARDIE INDS PLC | $8.5M | 448924 | 0.88% |
| 19 | EVERSOURCE ENERGY | $8.4M | 120554 | 0.87% |
| 20 | PG&E CORP | $8.2M | 467290 | 0.85% |
| 21 | GEN DIGITAL INC | $7.9M | 422102 | 0.82% |
| 22 | AGILENT TECHNOLOGIES INC | $7.8M | 68803 | 0.81% |
| 23 | VIATRIS INC | $7.8M | 579100 | 0.81% |
| 24 | BOSTON SCIENTIFIC CORP | $7.8M | 124593 | 0.81% |
| 25 | FEDEX CORP | $7.8M | 21867 | 0.81% |
| 26 | CROWDSTRIKE HLDGS INC | $7.7M | 19800 | 0.80% |
| 27 | DT MIDSTREAM INC | $7.6M | 56600 | 0.79% |
| 28 | LOWES COS INC | $7.5M | 31936 | 0.78% |
| 29 | KEYSIGHT TECHNOLOGIES INC | $7.4M | 26049 | 0.76% |
| 30 | CIRCLE INTERNET GROUP INC | $7.3M | 77007 | 0.76% |
| 31 | VISTRA CORP | $7.2M | 47591 | 0.74% |
| 32 | SMUCKER J M CO | $7.1M | 73700 | 0.74% |
| 33 | CONSTELLATION ENERGY CORP | $7.1M | 25446 | 0.74% |
| 34 | HOME DEPOT INC | $7.1M | 21515 | 0.73% |
| 35 | CUMMINS INC | $7.0M | 13100 | 0.73% |
| 36 | CORE & MAIN INC | $6.9M | 139700 | 0.71% |
| 37 | ROSS STORES INC | $6.5M | 29972 | 0.67% |
| 38 | ADVANCED DRAIN SYS INC DEL | $6.1M | 44696 | 0.63% |
| 39 | INTERDIGITAL INC | $6.1M | 20275 | 0.63% |
| 40 | OTIS WORLDWIDE CORP | $6.0M | 77400 | 0.62% |
| 41 | LAUDER ESTEE COS INC | $5.9M | 82885 | 0.62% |
| 42 | GAP INC | $5.9M | 244300 | 0.61% |
| 43 | CAVA GROUP INC | $5.9M | 72874 | 0.61% |
| 44 | CINTAS CORP | $5.8M | 34542 | 0.61% |
| 45 | TENET HEALTHCARE CORP | $5.6M | 29590 | 0.58% |
| 46 | VERALTO CORP | $5.5M | 62285 | 0.57% |
| 47 | CME GROUP INC | $5.5M | 18600 | 0.57% |
| 48 | PRIMO BRANDS CORPORATION | $5.3M | 279400 | 0.55% |
| 49 | PENTAIR PLC | $5.2M | 59942 | 0.54% |
| 50 | FORTUNE BRANDS INNOVATIONS I | $5.2M | 132921 | 0.54% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.