MICROSOFT CORP MSFT
3.33% 2.97% $371.2M 1.3M $694.0M 2.5M -1.1M -46.51% Reduce APPLE INC AAPL
2.87% 1.81% $320.2M 2.3M $423.9M 3.0M -732,962 -24.46% Reduce INSULET CORP PODD
1.79% 0.85% $199.6M 702,325 $199.6M 702,325 0 0.00% Unchanged AMAZON COM INC AMZN
1.68% 4.5% $187.2M 56,974 $1.05B 320,165 -263,191 -82.20% Reduce ALPHABET INC GOOGL
1.46% 2.71% $162.8M 60,875 $633.1M 236,809 -175,934 -74.29% Reduce JOHNSON & JOHNSON JNJ
1.38% 0.84% $153.8M 952,271 $195.7M 1.2M -259,438 -21.41% Reduce ACCENTURE PLC IRELAND ACN
1.36% 0.89% $151.4M 473,178 $208.1M 650,611 -177,433 -27.27% Reduce S SEAGEN INC
1.33% 0.63% $148.1M 872,262 $148.1M 872,262 0 0.00% Unchanged D DARLING INGREDIENTS INC DAR
1.22% 0.58% $135.5M 1.9M $135.5M 1.9M 0 0.00% Unchanged A AT&T INC T
1.11% 0.64% $123.9M 4.6M $149.6M 5.5M -952,627 -17.20% Reduce CISCO SYS INC CSCO
1.11% 0.88% $123.3M 2.3M $205.7M 3.8M -1.5M -40.08% Reduce A Alphabet Inc Class C GOOG
1.1% 2.86% $122.5M 45,971 $669.2M 251,078 -205,107 -81.69% Reduce S SPIRIT AEROSYSTEMS HLDGS INC S9Q
1.1% 0.52% $122.5M 2.8M $122.5M 2.8M 0 0.00% Unchanged O OVINTIV INC COM OVV
1.05% 0.5% $117.0M 3.6M $117.0M 3.6M 0 0.00% Unchanged COCA COLA CO KO
0.97% 0.76% $108.3M 2.1M $178.7M 3.4M -1.3M -39.42% Reduce COMCAST CORP NEW CL A CMCSA
0.94% 0.68% $104.7M 1.9M $158.6M 2.8M -964,329 -34.00% Reduce ASTRAZENECA PLC AZN
0.9% 0.43% $99.9M 1.7M $99.9M 1.7M 0 0.00% Unchanged BROADCOM INC AVGO
0.89% 0.85% $98.8M 203,779 $197.8M 407,874 -204,095 -50.04% Reduce VISA INC V
0.87% 0.71% $97.2M 436,474 $165.6M 743,308 -306,834 -41.28% Reduce PFIZER INC PFE
0.82% 0.87% $91.6M 2.1M $203.8M 4.7M -2.6M -55.04% Reduce UBER TECHNOLOGIES INC UBER
0.81% 1.05% $90.4M 2.0M $246.1M 5.5M -3.5M -63.28% Reduce METLIFE INC COM MET
0.8% 0.62% $89.6M 1.5M $144.9M 2.3M -896,180 -38.17% Reduce REGENERON PHARMACEUTICALS REGN
0.79% 0.49% $87.8M 145,021 $114.1M 188,467 -43,446 -23.05% Reduce META PLATFORMS INC META
0.75% 2.65% $83.1M 244,728 $619.6M 1.8M -1.6M -86.60% Reduce AES CORP COM AES
0.68% 0.32% $75.8M 3.3M $75.8M 3.3M 0 0.00% Unchanged I INSPIRE MED SYS INC INSP
0.67% 0.32% $74.7M 320,657 $74.7M 320,657 0 0.00% Unchanged ADOBE INC COM ADBE
0.67% 0.99% $74.2M 128,876 $230.9M 401,105 -272,229 -67.87% Reduce Q QUALCOMM INC QCOM
0.65% 0.43% $72.7M 563,736 $101.1M 783,618 -219,882 -28.06% Reduce US FOODS HLDG CORP USFD
0.62% 0.3% $69.1M 2.0M $69.1M 2.0M 0 0.00% Unchanged C CARLYLE GROUP INC COM CG
0.62% 0.34% $68.8M 1.5M $79.6M 1.7M -227,875 -13.53% Reduce TRANSDIGM GROUP INC TDG
0.61% 0.29% $68.3M 109,329 $68.3M 109,329 0 0.00% Unchanged C CENOVUS ENERGY INC COM CVE
0.6% 0.28% $66.6M 6.6M $66.6M 6.6M 0 0.00% Unchanged STARBUCKS CORP SBUX
0.58% 0.37% $65.1M 589,974 $86.3M 782,489 -192,515 -24.60% Reduce TRANSUNION TRU
0.57% 0.27% $63.8M 568,177 $63.8M 568,177 0 0.00% Unchanged C CONSTELLIUM SE CSTM
0.55% 0.26% $61.8M 3.3M $61.8M 3.3M 0 0.00% Unchanged FORTINET INC FTNT
0.54% 0.39% $60.0M 205,298 $91.3M 312,530 -107,232 -34.31% Reduce P PIONEER NAT RES CO PXD
0.53% 0.36% $58.8M 353,014 $84.8M 509,500 -156,486 -30.71% Reduce International Flavors & Fragrances INC Fragrans CORP COMMON IFF
0.52% 0.89% $58.3M 435,953 $208.7M 1.6M -1.1M -72.07% Reduce HOWMET AEROSPACE INC COM HWM
0.52% 0.25% $57.9M 1.9M $57.9M 1.9M 0 0.00% Unchanged DEVON ENERGY CORP NEW DVN
0.52% 0.25% $57.4M 1.6M $57.4M 1.6M 0 0.00% Unchanged CHEVRON CORPORATION CVX
0.51% 0.29% $57.1M 562,814 $67.5M 664,874 -102,060 -15.35% Reduce C CARVANA CO CL A CVNA
0.5% 0.33% $56.1M 185,904 $77.4M 256,518 -70,614 -27.53% Reduce OLIN CORP COM PAR $1 OLN
0.5% 0.24% $55.7M 1.2M $55.7M 1.2M 0 0.00% Unchanged H HORIZON THERAPEUTICS PUB L
0.5% 0.24% $55.4M 505,691 $55.4M 505,691 0 0.00% Unchanged SOCIEDAD QUIMICA Y MINERA DE SQM
0.49% 0.24% $55.1M 1.0M $55.1M 1.0M 0 0.00% Unchanged U UNIVERSAL HLTH SVCS INC UHS
0.48% 0.23% $53.4M 385,726 $53.4M 385,726 0 0.00% Unchanged A AVIENT CORPORATION AVNT
0.47% 0.22% $52.1M 1.1M $52.1M 1.1M 0 0.00% Unchanged MOTOROLA SOLUTIONS INC MSI
0.45% 0.21% $49.7M 214,108 $49.7M 214,108 0 0.00% Unchanged NVIDIA CORPORATION NVDA
0.44% 0.38% $49.2M 237,723 $89.6M 432,366 -194,643 -45.02% Reduce BRISTOL-MYERS SQUIBB CO BMY
0.44% 0.21% $48.9M 826,880 $48.9M 826,880 0 0.00% Unchanged 
