| Super Micro Computer Inc | 2.02 | 20,781 |
| Monolithic Power Systems Inc | 1.82 | 8,786 |
| NVIDIA Corp | 1.73 | 65,401 |
| Advanced Micro Devices Inc | 1.66 | 50,433 |
| Teradyne Inc | 1.55 | 51,139 |
| Broadcom Inc | 1.53 | 42,246 |
| KLA Corp | 1.42 | 7,779 |
| Albemarle Corp | 1.37 | 68,399 |
| ON Semiconductor Corp | 1.37 | 79,168 |
| Builders FirstSource Inc | 1.37 | 35,333 |
| Lam Research Corp | 1.37 | 7,486 |
| Tesla Inc | 1.36 | 28,547 |
| Enphase Energy Inc | 1.34 | 49,899 |
| Applied Materials Inc | 1.32 | 30,187 |
| Crowdstrike Holdings Inc | 1.32 | 21,462 |
| Arista Networks Inc | 1.27 | 16,219 |
| Caesars Entertainment Inc | 1.24 | 148,153 |
| Micron Technology Inc | 1.20 | 56,009 |
| Microchip Technology Inc | 1.19 | 65,347 |
| Generac Holdings Inc | 1.18 | 33,864 |
| QUALCOMM Inc | 1.17 | 30,098 |
| NXP Semiconductors NV | 1.15 | 20,224 |
| Carnival Corp | 1.14 | 310,055 |
| Align Technology Inc | 1.13 | 21,519 |
| Meta Platforms Inc | 1.12 | 9,687 |
| Norwegian Cruise Line Holdings Ltd | 1.12 | 282,272 |
| United Rentals Inc | 1.12 | 6,811 |
| Western Digital Corp | 1.10 | 75,478 |
| Synopsys Inc | 1.08 | 9,387 |
| Cadence Design Systems Inc | 1.08 | 18,012 |
| Skyworks Solutions Inc | 1.02 | 41,779 |
| Quanta Services Inc | 1.01 | 16,515 |
| Uber Technologies Inc | 1.00 | 61,407 |
| Qorvo Inc | 1.00 | 38,729 |
| First Solar Inc | 0.99 | 19,572 |
| KKR & Co Inc | 0.98 | 35,774 |
| Blackstone Inc | 0.98 | 31,103 |
| Palo Alto Networks Inc | 0.98 | 12,152 |
| BXP Inc | 0.97 | 58,288 |
| Analog Devices Inc | 0.96 | 18,453 |
| Jabil Inc | 0.95 | 39,115 |
| Carrier Global Corp | 0.95 | 58,717 |
| ServiceNow Inc | 0.95 | 4,990 |
| Amazon.com Inc | 0.95 | 23,843 |
| Keysight Technologies Inc | 0.94 | 27,511 |
| Eaton Corp PLC | 0.93 | 13,634 |
| PayPal Holdings Inc | 0.93 | 57,600 |
| Airbnb Inc | 0.91 | 35,037 |
| Autodesk Inc | 0.91 | 15,878 |
| Hubbell Inc | 0.91 | 10,205 |
| Royal Caribbean Cruises Ltd | 0.91 | 24,765 |
| Oracle Corp | 0.90 | 28,751 |
| Constellation Energy Corp | 0.90 | 20,634 |
| American Airlines Group Inc | 0.90 | 382,015 |
| Intel Corp | 0.90 | 182,980 |
| Adobe Inc | 0.89 | 6,977 |
| Vistra Corp | 0.89 | 46,778 |
| Dayforce Inc | 0.89 | 69,708 |
| PulteGroup Inc | 0.88 | 30,139 |
| CarMax Inc | 0.87 | 46,500 |
| Equifax Inc | 0.87 | 12,799 |
| Parker-Hannifin Corp | 0.87 | 6,532 |
| Zebra Technologies Corp | 0.87 | 11,326 |
| Salesforce Inc | 0.86 | 15,369 |
| Mohawk Industries Inc | 0.86 | 24,926 |
| Freeport-McMoRan Inc | 0.85 | 86,373 |
| Deckers Outdoor Corp | 0.85 | 3,984 |
| Intuit Inc | 0.85 | 6,039 |
| Alexandria Real Estate Equities Inc | 0.85 | 31,806 |
| KeyCorp | 0.84 | 221,813 |
| Rockwell Automation Inc | 0.84 | 13,920 |
| DR Horton Inc | 0.84 | 20,037 |
| Intuitive Surgical Inc | 0.84 | 7,626 |
| Lennar Corp | 0.83 | 20,405 |
| ResMed Inc | 0.82 | 15,105 |
| Insulet Corp | 0.82 | 18,082 |
| Texas Instruments Inc | 0.81 | 17,089 |
| Booking Holdings Inc | 0.81 | 931 |
| ANSYS Inc | 0.81 | 11,318 |
| Amphenol Corp | 0.81 | 53,773 |
| Alphabet Inc | 0.80 | 21,929 |
| IDEXX Laboratories Inc | 0.80 | 7,475 |
| Charles River Laboratories International Inc | 0.80 | 18,102 |
| Invesco Ltd | 0.79 | 208,633 |
| IQVIA Holdings Inc | 0.79 | 14,084 |
| Aptiv PLC | 0.78 | 49,357 |
| Lamb Weston Holdings Inc | 0.78 | 56,780 |
| General Electric Co | 0.78 | 20,102 |
| United Airlines Holdings Inc | 0.78 | 79,538 |
| Lululemon Athletica Inc | 0.77 | 13,387 |
| MGM Resorts International | 0.77 | 92,352 |
| AES Corp/The | 0.77 | 201,481 |
| Etsy Inc | 0.76 | 62,015 |
| Fair Isaac Corp | 0.76 | 1,965 |
| Copart Inc | 0.75 | 63,286 |
| T Rowe Price Group Inc | 0.74 | 31,395 |
| Bath & Body Works Inc | 0.72 | 105,132 |
| Warner Bros Discovery Inc | 0.72 | 410,459 |
| Martin Marietta Materials Inc | 0.68 | 5,766 |
| EPAM Systems Inc | 0.67 | 15,092 |
| Invesco Government & Agency Portfolio | 0.03 | 135,155 |
| Cash/Receivables/Payables | 0.00 | 2 |
