 MERCK & CO INCMRK |
| 2.52% | 2.83% | $48.5M | 377,115 | $53.8M | 446,915 | -69,800-15.62% | Reduce |
 SALESFORCE INCCRM |
| 2.26% | 2.11% | $43.5M | 277,708 | $40.1M | 214,724 | +62,984+29.33% | Add |
 COMCAST CORP NEW CL ACMCSA |
| 2.12% | 1.8% | $40.8M | 1.7M | $34.1M | 1.2M | +482,300+40.15% | Add |
 ABBVIE INCABBV |
| 2.03% | 2.98% | $38.9M | 154,783 | $56.6M | 260,373 | -105,590-40.55% | Reduce |
 UBER TECHNOLOGIES INCUBER |
| 1.81% | 1.8% | $34.8M | 481,691 | $34.3M | 476,249 | +5,442+1.14% | Add |
 ACCENTURE PLC IRELANDACN |
| 1.8% | 1.64% | $34.7M | 278,844 | $31.2M | 157,445 | +121,399+77.11% | Add |
 BOOKING HOLDINGS INC COMBKNG |
| 1.58% | 1.78% | $30.4M | 170,672 | $33.9M | 8,046 | +162,626+2,021.20% | Add |
| CCIGNA GROUPLIBD |
| 1.51% | 1.5% | $29.0M | 105,193 | $28.6M | 107,066 | -1,873-1.75% | Reduce |
 ALTRIA GROUP INCMO |
| 1.5% | 1.43% | $28.9M | 402,218 | $27.2M | 411,843 | -9,625-2.34% | Reduce |
 MARATHON PETE CORPMPC |
| 1.47% | 1.48% | $28.3M | 110,738 | $28.0M | 114,758 | -4,020-3.50% | Reduce |
 T-MOBILE US INC COMTMUS |
| 1.39% | 1.96% | $26.7M | 159,002 | $37.3M | 177,574 | -18,572-10.46% | Reduce |
 ADOBE INC COMADBE |
| 1.37% | 1.63% | $26.3M | 128,449 | $31.0M | 127,529 | +920+0.72% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 1.34% | 0.94% | $25.8M | 62,058 | $17.9M | 66,080 | -4,022-6.09% | Reduce |
 AUTOMATIC DATA PROCESSING INADP |
| 1.33% | 1.21% | $25.6M | 114,168 | $22.9M | 112,899 | +1,269+1.12% | Add |
 ABBOTT LABORATORIESABT |
| 1.25% | 1.53% | $24.0M | 263,988 | $29.1M | 282,963 | -18,975-6.71% | Reduce |
| MMARSH & MCLENNAN COS INC COMMRSH |
| 1.21% | 1.26% | $23.2M | 139,177 | $23.8M | 137,460 | +1,717+1.25% | Add |
 INTERCONTINENTAL EXCHANGE INC COMICE |
| 1.2% | — | $23.1M | 187,457 | $0 | 0 | +187,457 | New Buy |
 GALLAGHER ARTHUR J & CO COMAJG |
| 1.2% | 1.12% | $23.1M | 100,446 | $21.3M | 98,409 | +2,037+2.07% | Add |
 PAYPAL HLDGS INC COMPYPL |
| 1.19% | 1.28% | $22.9M | 530,996 | $24.2M | 535,580 | -4,584-0.86% | Reduce |
 CME GROUP INCCME |
| 1.19% | — | $22.9M | 103,554 | $0 | 0 | +103,554 | New Buy |
 GLOBAL PMTS INC COMGPN |
| 1.17% | 0.82% | $22.5M | 310,515 | $15.6M | 231,593 | +78,922+34.08% | Add |
 REGENERON PHARMACEUTICALSREGN |
| 1.17% | 1.16% | $22.5M | 36,090 | $22.1M | 28,570 | +7,520+26.32% | Add |
 DIAMONDBACK ENERGY INCFANG |
| 1.15% | 1.25% | $22.1M | 125,702 | $23.8M | 120,280 | +5,422+4.51% | Add |
 AON PLC SHS CL AAON |
| 1.14% | 1.11% | $22.0M | 66,307 | $21.2M | 65,551 | +756+1.15% | Add |
 FEDEX CORPFDX |
| 1.14% | — | $21.8M | 69,729 | $0 | 0 | +69,729 | New Buy |
 GENERAL DYNAMICS CORPGD |
| 1.11% | 1.06% | $21.3M | 60,037 | $20.2M | 58,779 | +1,258+2.14% | Add |
 OWENS CORNING NEW COMOC |
| 1.1% | 0.76% | $21.2M | 133,194 | $14.5M | 134,159 | -965-0.72% | Reduce |
 INTUITINTU |
| 1.09% | — | $21.0M | 80,329 | $0 | 0 | +80,329 | New Buy |
 D R HORTON INCDHI |
| 1.09% | 0.96% | $20.9M | 128,469 | $18.2M | 132,415 | -3,946-2.98% | Reduce |
 FOX CORPFOXA |
| 1.04% | — | $20.1M | 384,765 | $0 | 0 | +384,765 | New Buy |
 PULTE GROUP INCPHM |
| 1.02% | 0.89% | $19.6M | 142,947 | $16.8M | 142,948 | -1-0.00% | Reduce |
 AUTODESK INCADSK |
| 1.02% | — | $19.6M | 100,756 | $0 | 0 | +100,756 | New Buy |
 COGNIZANT TECHNOLOGY SOLUTIONS CL ACTSH |
| 1.02% | 1.02% | $19.5M | 503,975 | $19.3M | 314,535 | +189,440+60.23% | Add |
 AIRBNB INC COM CL AABNB |
| 1.01% | 0.89% | $19.4M | 135,771 | $16.8M | 133,341 | +2,430+1.82% | Add |
| OOMNICOM GROUP INCOMC |
| 1% | 1.06% | $19.3M | 265,143 | $20.1M | 266,661 | -1,518-0.57% | Reduce |
 BOSTON SCIENTIFIC CORP COMBSX |
| 1% | — | $19.2M | 450,915 | $0 | 0 | +450,915 | New Buy |
 MCKESSON CORP COMMCK |
| 0.99% | 1.16% | $19.1M | 25,285 | $22.1M | 25,501 | -216-0.85% | Reduce |
| PPERMIAN RESOURCES CORPPR |
| 0.99% | 1.18% | $19.1M | 1.0M | $22.4M | 1.1M | -15,473-1.47% | Reduce |
 NETAPP INCNTAP |
| 0.97% | 0.65% | $18.6M | 120,501 | $12.2M | 119,631 | +870+0.73% | Add |
 VISTRA CORPVST |
| 0.97% | 0.96% | $18.6M | 117,164 | $18.3M | 121,831 | -4,667-3.83% | Reduce |
 STEEL DYNAMICS INCSTLD |
| 0.96% | — | $18.5M | 80,703 | $0 | 0 | +80,703 | New Buy |
 LEIDOS HOLDINGS INC COMLDOS |
| 0.96% | — | $18.5M | 179,335 | $0 | 0 | +179,335 | New Buy |
 CARDINAL HEALTH INCCAH |
| 0.96% | 1.04% | $18.4M | 77,646 | $19.8M | 93,721 | -16,075-17.15% | Reduce |
 TRADEWEB MKTS INCTW |
| 0.96% | — | $18.4M | 184,464 | $0 | 0 | +184,464 | New Buy |
 ROPER TECHNOLOGIES INCROP |
| 0.95% | 1.01% | $18.3M | 54,059 | $19.1M | 54,107 | -48-0.09% | Reduce |
| SSS&C TECH HLDGSSSNC |
| 0.95% | 0.68% | $18.2M | 294,071 | $12.9M | 191,081 | +102,990+53.90% | Add |
 GODADDY INCGDDY |
| 0.93% | 0.9% | $18.0M | 211,810 | $17.1M | 207,127 | +4,683+2.26% | Add |
| TTOLL BROTHERS INCTOL |
| 0.93% | 0.77% | $17.8M | 108,129 | $14.7M | 107,575 | +554+0.51% | Add |
| BBEST BUY INCBBY |
| 0.91% | <0.01% | $17.5M | 231,001 | $9,630 | 150 | +230,851+153,900.67% | Add |
| TTENET HEALTHCARE CORPTHC |
| 0.9% | — | $17.3M | 92,470 | $0 | 0 | +92,470 | New Buy |
