 APPLE INCAAPL |
| 3% | 3.07% | $4.9M | 28,322 | $4.9M | 27,614 | +708+2.56% | Add |
 MONOLITHIC PWR SYS INCMPWR |
| 2.48% | 2.54% | $4.1M | 8,418 | $4.1M | 8,244 | +174+2.11% | Add |
 NVIDIA CORPORATIONNVDA |
| 2.3% | 2.52% | $3.8M | 13,883 | $4.0M | 13,696 | +187+1.37% | Add |
 BROADCOM INCAVGO |
| 2.27% | 2.41% | $3.7M | 5,942 | $3.8M | 5,784 | +158+2.73% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 2.14% | 2.13% | $3.5M | 6,907 | $3.4M | 6,770 | +137+2.02% | Add |
 DEVON ENERGY CORP NEWDVN |
| 2.09% | 1.59% | $3.4M | 58,151 | $2.5M | 57,714 | +437+0.76% | Add |
| MMANHATTAN ASSOCIATES INCMANH |
| 1.97% | 2.2% | $3.2M | 23,323 | $3.5M | 22,663 | +660+2.91% | Add |
 ANTERO RESOURCES CORPAR |
| 1.93% | — | $3.2M | 103,932 | $0 | 0 | +103,932 | New Buy |
| SSELECT SECTOR SPDR TRXLK |
| 1.87% | 2.14% | $3.1M | 19,358 | $3.4M | 19,688 | -330-1.68% | Reduce |
 ADOBE INC COMADBE |
| 1.73% | 2.13% | $2.9M | 6,256 | $3.4M | 6,008 | +248+4.13% | Add |
| AAPA CORPORATIONAPA |
| 1.7% | — | $2.8M | 67,763 | $0 | 0 | +67,763 | New Buy |
 LOWES COS INC COMLOW |
| 1.67% | 2.12% | $2.7M | 13,562 | $3.4M | 13,128 | +434+3.31% | Add |
 HALLIBURTON CO COMHAL |
| 1.65% | 0.98% | $2.7M | 71,638 | $1.6M | 68,378 | +3,260+4.77% | Add |
 NIKE INCNKE |
| 1.63% | 2.03% | $2.7M | 19,959 | $3.2M | 19,469 | +490+2.52% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 1.6% | 1.81% | $2.6M | 4,470 | $2.9M | 4,335 | +135+3.11% | Add |
 VISA INCV |
| 1.53% | 1.49% | $2.5M | 11,344 | $2.4M | 11,001 | +343+3.12% | Add |
 MICROSOFT CORPMSFT |
| 1.49% | 1.63% | $2.4M | 7,936 | $2.6M | 7,767 | +169+2.18% | Add |
 EATON VANCE ENHANCED EQUITY IN COMEOS |
| 1.45% | 1.7% | $2.4M | 113,832 | $2.7M | 110,569 | +3,263+2.95% | Add |
 CONOCOPHILLIPSCOP |
| 1.39% | 0.98% | $2.3M | 22,868 | $1.6M | 21,603 | +1,265+5.86% | Add |
 JOHNSON & JOHNSONJNJ |
| 1.39% | 1.29% | $2.3M | 12,895 | $2.1M | 12,099 | +796+6.58% | Add |
 DISNEY WALT CODIS |
| 1.39% | 1.56% | $2.3M | 16,633 | $2.5M | 16,139 | +494+3.06% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1.37% | 1.81% | $2.3M | 20,626 | $2.9M | 20,074 | +552+2.75% | Add |
 ONEOK INC NEWOKE |
| 1.37% | 1.14% | $2.2M | 31,839 | $1.8M | 31,012 | +827+2.67% | Add |
| CCALLAWAY GOLF COCALY |
| 1.34% | 1.54% | $2.2M | 94,294 | $2.5M | 89,517 | +4,777+5.34% | Add |
 ONEMAIN HLDGS INCOMF |
| 1.32% | 1.39% | $2.2M | 45,975 | $2.2M | 44,284 | +1,691+3.82% | Add |
 WILLIAMS COS INCWMB |
| 1.32% | 1.03% | $2.2M | 64,987 | $1.6M | 63,072 | +1,915+3.04% | Add |
| PPROLOGIS INC. COMPLD |
| 1.31% | 1.35% | $2.2M | 13,331 | $2.2M | 12,831 | +500+3.90% | Add |
 JPMORGAN CHASE & COJPM |
| 1.3% | 1.48% | $2.1M | 15,657 | $2.4M | 14,961 | +696+4.65% | Add |
 CITIZENS FINL GROUP INCCFG |
| 1.3% | 1.33% | $2.1M | 47,036 | $2.1M | 45,010 | +2,026+4.50% | Add |
 CAESARS ENTERTAINMENT INC NECZR |
| 1.29% | 1.53% | $2.1M | 27,461 | $2.4M | 26,120 | +1,341+5.13% | Add |
 APPLIED MATLS INCAMAT |
| 1.27% | 1.52% | $2.1M | 15,911 | $2.4M | 15,439 | +472+3.06% | Add |
| FFS KKR CAP CORPFSK |
| 1.26% | 1.13% | $2.1M | 90,853 | $1.8M | 86,136 | +4,717+5.48% | Add |
| KKKR & CO INC COMKKR |
| 1.25% | 1.6% | $2.1M | 35,069 | $2.6M | 34,271 | +798+2.33% | Add |
 HONEYWELL INTL INCHON |
| 1.22% | 1.26% | $2.0M | 10,280 | $2.0M | 9,670 | +610+6.31% | Add |
 ARES CAPITALARCC |
| 1.2% | 1.2% | $2.0M | 94,261 | $1.9M | 90,450 | +3,811+4.21% | Add |
 ENVISTA HOLDINGS CORPORATIONNVST |
| 1.2% | 1.07% | $2.0M | 40,475 | $1.7M | 37,976 | +2,499+6.58% | Add |
 EATON CORP PLCETN |
| 1.19% | 1.32% | $2.0M | 12,920 | $2.1M | 12,232 | +688+5.62% | Add |
 SALESFORCE INCCRM |
| 1.17% | 1.36% | $1.9M | 9,048 | $2.2M | 8,583 | +465+5.42% | Add |
 MAIN STR CAP CORPMAIN |
| 1.15% | 1.2% | $1.9M | 44,355 | $1.9M | 42,839 | +1,516+3.54% | Add |
 BOSTON SCIENTIFIC CORP COMBSX |
| 1.15% | 1.06% | $1.9M | 42,649 | $1.7M | 39,999 | +2,650+6.63% | Add |
 PARKER-HANNIFIN CORPPH |
| 1.12% | 1.25% | $1.8M | 6,515 | $2.0M | 6,258 | +257+4.11% | Add |
 AON PLC SHS CL AAON |
| 1.11% | 1% | $1.8M | 5,585 | $1.6M | 5,337 | +248+4.65% | Add |
 STARBUCKS CORPSBUX |
| 1.09% | 1.39% | $1.8M | 19,796 | $2.2M | 18,990 | +806+4.24% | Add |
 HUNTINGTON BANCSHARES INC COMHBAN |
| 1.09% | 1.09% | $1.8M | 122,925 | $1.7M | 113,078 | +9,847+8.71% | Add |
 XPO INCXPO |
| 1.07% | 1.12% | $1.8M | 24,216 | $1.8M | 23,041 | +1,175+5.10% | Add |
 ZOETIS INC CL AZTS |
| 1.06% | 1.34% | $1.7M | 9,213 | $2.1M | 8,803 | +410+4.66% | Add |
 FIRSTENERGY CORP COMFE |
| 1.05% | 0.95% | $1.7M | 37,854 | $1.5M | 36,353 | +1,501+4.13% | Add |
| PPNC FINL SVCS GROUP INC COMVXF |
| 1.05% | 1.1% | $1.7M | 9,347 | $1.8M | 8,756 | +591+6.75% | Add |
 STRYKER CORPORATIONSYK |
| 1.04% | 1.02% | $1.7M | 6,403 | $1.6M | 6,085 | +318+5.23% | Add |
 BOEING COBA |
| 1.04% | 1.07% | $1.7M | 8,927 | $1.7M | 8,527 | +400+4.69% | Add |
