Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| AGILENT TECHNOLOGIES INC(A) | 0 | 35,812 | +35,812 | 0 | 4,189 | 0.98% | +4,189 |
| GE HEALTHCARE TECHNOLOGIES I(GEHC) | 0 | 50,029 | +50,029 | 0 | 4,038 | 0.94% | +4,038 |
| KNIGHT-SWIFT TRANSN HLDGS IN(KNX) | 0 | 91,272 | +91,272 | 0 | 3,969 | 0.93% | +3,969 |
| HUMANA INC(HUM) | 0 | 14,827 | +14,827 | 0 | 3,923 | 0.92% | +3,923 |
| DYNATRACE INC(DT) | 0 | 81,562 | +81,562 | 0 | 3,846 | 0.90% | +3,846 |
| COGNIZANT TECHNOLOGY SOLUTIO(CTSH) | 0 | 50,177 | +50,177 | 0 | 3,839 | 0.90% | +3,839 |
| VERALTO CORP(VLTO) | 0 | 38,675 | +38,675 | 0 | 3,769 | 0.88% | +3,769 |
| SYSCO CORP(SYY) | 0 | 46,124 | +46,124 | 0 | 3,461 | 0.81% | +3,461 |
| HUBBELL INC(HUBB) | 0 | 10,311 | +10,311 | 0 | 3,412 | 0.80% | +3,412 |
| ROSS STORES INC(ROST) | 0 | 26,606 | +26,606 | 0 | 3,400 | 0.79% | +3,400 |
| HUNT J B TRANS SVCS INC(JBHT) | 0 | 29,187 | +29,187 | 0 | 4,318 | 1.01% | +4,318 |
| NEXSTAR MEDIA GROUP INC(NXST) | 0 | 16,884 | +16,884 | 0 | 3,026 | 0.71% | +3,026 |
| IDEX CORP(IEX) | 0 | 16,646 | +16,646 | 0 | 3,012 | 0.70% | +3,012 |
| PROLOGIS INC.(PLD) | 0 | 26,422 | +26,422 | 0 | 2,954 | 0.69% | +2,954 |
| TARGET CORP(TGT) | 0 | 28,302 | +28,302 | 0 | 2,954 | 0.69% | +2,954 |
| EDWARDS LIFESCIENCES CORP | 0 | 40,137 | +40,137 | 0 | 2,909 | 0.68% | +2,909 |
| AUTODESK INC | 0 | 12,106 | +12,106 | 0 | 3,169 | 0.74% | +3,169 |
| BROADCOM INC(AVGO) | 0 | 16,723 | +16,723 | 0 | 2,800 | 0.65% | +2,800 |
| HOME DEPOT INC(HD) | 0 | 9,362 | +9,362 | 0 | 3,431 | 0.80% | +3,431 |
| LAUDER ESTEE COS INC(EL) | 0 | 41,546 | +41,546 | 0 | 2,742 | 0.64% | +2,742 |
| SUN CMNTYS INC(SUI) | 0 | 21,187 | +21,187 | 0 | 2,725 | 0.64% | +2,725 |
| BRUKER CORP(BRKR) | 0 | 65,013 | +65,013 | 0 | 2,714 | 0.63% | +2,714 |
| SHARKNINJA INC(SN) | 0 | 32,394 | +32,394 | 0 | 2,702 | 0.63% | +2,702 |
| EQUINIX INC(EQIX) | 0 | 3,182 | +3,182 | 0 | 2,594 | 0.61% | +2,594 |
| AMER SPORTS INC(AS) | 0 | 97,032 | +97,032 | 0 | 2,594 | 0.61% | +2,594 |
| OLD DOMINION FREIGHT LINE IN(ODFL) | 0 | 15,675 | +15,675 | 0 | 2,593 | 0.61% | +2,593 |
| EQUITABLE HLDGS INC | 0 | 57,900 | +57,900 | 0 | 3,016 | 0.70% | +3,016 |
| NEWS CORP NEW(NWS) | 0 | 92,129 | +92,129 | 0 | 2,508 | 0.59% | +2,508 |
| ALIGN TECHNOLOGY INC | 0 | 15,262 | +15,262 | 0 | 2,425 | 0.57% | +2,425 |
| GENERAC HLDGS INC(GNRC) | 0 | 18,911 | +18,911 | 0 | 2,395 | 0.56% | +2,395 |
| NVENT ELECTRIC PLC(NVT) | 0 | 65,740 | +65,740 | 0 | 3,446 | 0.80% | +3,446 |
| ZOOM COMMUNICATIONS INC(ZM) | 0 | 32,092 | +32,092 | 0 | 2,367 | 0.55% | +2,367 |
| LATTICE SEMICONDUCTOR CORP(LSCC) | 0 | 45,114 | +45,114 | 0 | 2,366 | 0.55% | +2,366 |
| INTUIT(INTU) | 0 | 3,844 | +3,844 | 0 | 2,360 | 0.55% | +2,360 |
| LAMAR ADVERTISING CO NEW(LAMR) | 0 | 20,364 | +20,364 | 0 | 2,317 | 0.54% | +2,317 |
| DOVER CORP(DOV) | 7,781 | 21,439 | +13,658 | 1,460 | 3,766 | 0.88% | +2,307 |
| TAPESTRY INC(TPR) | 0 | 32,275 | +32,275 | 0 | 2,272 | 0.53% | +2,272 |
| CLOROX CO DEL(CLX) | 0 | 18,643 | +18,643 | 0 | 2,745 | 0.64% | +2,745 |
| PALANTIR TECHNOLOGIES INC(PLTR) | 0 | 26,633 | +26,633 | 0 | 2,248 | 0.52% | +2,248 |
| GLOBE LIFE INC | 0 | 16,951 | +16,951 | 0 | 2,233 | 0.52% | +2,233 |
| TORO CO | 0 | 30,186 | +30,186 | 0 | 2,196 | 0.51% | +2,196 |
| PEPSICO INC(PEP) | 0 | 14,584 | +14,584 | 0 | 2,187 | 0.51% | +2,187 |
| FLOOR & DECOR HLDGS INC(FND) | 0 | 27,092 | +27,092 | 0 | 2,180 | 0.51% | +2,180 |
| JPMORGAN CHASE & CO.(JPM) | 0 | 8,595 | +8,595 | 0 | 2,108 | 0.49% | +2,108 |
| AON PLC(AON) | 0 | 5,194 | +5,194 | 0 | 2,073 | 0.48% | +2,073 |
| CBOE GLOBAL MKTS INC(CBOE) | 0 | 9,033 | +9,033 | 0 | 2,044 | 0.48% | +2,044 |
| BIRKENSTOCK HOLDING PLC(BIRK) | 0 | 43,514 | +43,514 | 0 | 1,995 | 0.47% | +1,995 |
| APTIV PLC(APTV) | 0 | 33,189 | +33,189 | 0 | 1,975 | 0.46% | +1,975 |
| DEXCOM INC(DXCM) | 0 | 56,872 | +56,872 | 0 | 3,884 | 0.91% | +3,884 |
| ANALOG DEVICES INC(ADI) | 0 | 9,473 | +9,473 | 0 | 1,910 | 0.45% | +1,910 |
| GRACO INC(GGG) | 0 | 22,747 | +22,747 | 0 | 1,900 | 0.44% | +1,900 |
| PVH CORPORATION(PVH) | 0 | 28,948 | +28,948 | 0 | 1,871 | 0.44% | +1,871 |
| SANDISK CORP(SNDK) | 0 | 39,134 | +39,134 | 0 | 1,863 | 0.44% | +1,863 |
| GODADDY INC(GDDY) | 0 | 10,269 | +10,269 | 0 | 1,850 | 0.43% | +1,850 |
| JACOBS SOLUTIONS INC(J) | 0 | 15,267 | +15,267 | 0 | 1,846 | 0.43% | +1,846 |
| SYNCHRONY FINANCIAL(SYF) | 0 | 38,218 | +38,218 | 0 | 2,023 | 0.47% | +2,023 |
| INTUITIVE SURGICAL INC | 0 | 3,592 | +3,592 | 0 | 1,779 | 0.42% | +1,779 |
| LINCOLN ELEC HLDGS INC(LECO) | 0 | 9,320 | +9,320 | 0 | 1,763 | 0.41% | +1,763 |
| WP CAREY INC(WPC) | 0 | 27,871 | +27,871 | 0 | 1,759 | 0.41% | +1,759 |
| REINSURANCE GRP OF AMERICA I(RGA) | 0 | 11,998 | +11,998 | 0 | 2,362 | 0.55% | +2,362 |
| EVERCORE INC(EVR) | 7,920 | 19,793 | +11,873 | 2,195 | 3,953 | 0.92% | +1,758 |
| AMAZON COM INC(AMZN) | 0 | 9,133 | +9,133 | 0 | 1,738 | 0.41% | +1,738 |
| BANK AMERICA CORP | 0 | 41,609 | +41,609 | 0 | 1,736 | 0.41% | +1,736 |
| MORNINGSTAR INC(MORN) | 0 | 5,782 | +5,782 | 0 | 1,734 | 0.40% | +1,734 |
| ARISTA NETWORKS INC(ANET) | 11,754 | 38,707 | +26,953 | 1,299 | 2,999 | 0.70% | +1,700 |
| ROBERT HALF INC.(RHI) | 0 | 30,265 | +30,265 | 0 | 1,651 | 0.39% | +1,651 |
| PEGASYSTEMS INC(PEGA) | 0 | 23,320 | +23,320 | 0 | 1,621 | 0.38% | +1,621 |
| BENTLEY SYS INC(BSY) | 0 | 40,976 | +40,976 | 0 | 1,612 | 0.38% | +1,612 |
| PNC FINL SVCS GROUP INC(PNC) | 0 | 11,513 | +11,513 | 0 | 2,024 | 0.47% | +2,024 |
| AXIS CAP HLDGS LTD SHS | 0 | 19,085 | +19,085 | 0 | 1,913 | 0.45% | +1,913 |
| TERADYNE INC(TER) | 0 | 18,756 | +18,756 | 0 | 1,549 | 0.36% | +1,549 |
| BROADRIDGE FINL SOLUTIONS IN(BR) | 0 | 6,355 | +6,355 | 0 | 1,541 | 0.36% | +1,541 |
| MGIC INVT CORP WIS(MTG) | 0 | 61,187 | +61,187 | 0 | 1,516 | 0.35% | +1,516 |
| PARSONS CORP DEL(PSN) | 0 | 24,943 | +24,943 | 0 | 1,477 | 0.34% | +1,477 |
| EVEREST GROUP LTD(EG) | 0 | 6,775 | +6,775 | 0 | 2,462 | 0.57% | +2,462 |
| FIVE9 INC(FIVN) | 0 | 51,647 | +51,647 | 0 | 1,402 | 0.33% | +1,402 |
| KIMBERLY-CLARK CORP(KMB) | 0 | 9,835 | +9,835 | 0 | 1,399 | 0.33% | +1,399 |
| META PLATFORMS INC(META) | 0 | 2,405 | +2,405 | 0 | 1,386 | 0.32% | +1,386 |
| ENPHASE ENERGY INC(ENPH) | 0 | 22,267 | +22,267 | 0 | 1,382 | 0.32% | +1,382 |
| JAZZ PHARMACEUTICALS PLC(JAZZ) | 0 | 11,050 | +11,050 | 0 | 1,372 | 0.32% | +1,372 |
| WEX INC(WEX) | 0 | 8,450 | +8,450 | 0 | 1,327 | 0.31% | +1,327 |
| RINGCENTRAL INC(RNG) | 0 | 52,805 | +52,805 | 0 | 1,307 | 0.31% | +1,307 |
| INTERACTIVE BROKERS GROUP IN(IBKR) | 0 | 12,179 | +12,179 | 0 | 2,017 | 0.47% | +2,017 |
| METLIFE INC(MET) | 0 | 15,561 | +15,561 | 0 | 1,249 | 0.29% | +1,249 |
| FIRST INDL RLTY TR INC(FR) | 0 | 35,494 | +35,494 | 0 | 1,915 | 0.45% | +1,915 |
| GARTNER INC(IT) | 0 | 3,877 | +3,877 | 0 | 1,627 | 0.38% | +1,627 |
| QORVO INC(QRVO) | 0 | 16,821 | +16,821 | 0 | 1,218 | 0.28% | +1,218 |
| FIDELITY NATIONAL FINANCIAL(FNF) | 0 | 39,402 | +39,402 | 0 | 2,564 | 0.60% | +2,564 |
| EQUITY LIFESTYLE PPTYS INC(ELS) | 24,882 | 42,538 | +17,656 | 1,657 | 2,837 | 0.66% | +1,180 |
| MILLROSE PPTYS INC(MRP) | 0 | 43,641 | +43,641 | 0 | 1,157 | 0.27% | +1,157 |
| HASBRO INC(HAS) | 0 | 51,669 | +51,669 | 0 | 3,177 | 0.74% | +3,177 |
| VERTIV HOLDINGS CO(VRT) | 11,060 | 33,197 | +22,137 | 1,257 | 2,397 | 0.56% | +1,140 |
| CARMAX INC(KMX) | 0 | 14,624 | +14,624 | 0 | 1,140 | 0.27% | +1,140 |
| OSHKOSH CORP(OSK) | 0 | 15,773 | +15,773 | 0 | 1,484 | 0.35% | +1,484 |
| CRANE COMPANY(CR) | 0 | 7,392 | +7,392 | 0 | 1,132 | 0.26% | +1,132 |
| AVNET INC | 0 | 23,489 | +23,489 | 0 | 1,130 | 0.26% | +1,130 |
| BLOCK H & R INC | 0 | 23,179 | +23,179 | 0 | 1,273 | 0.30% | +1,273 |
| TRIPADVISOR INC(TRIP) | 0 | 75,560 | +75,560 | 0 | 1,071 | 0.25% | +1,071 |
| ARMSTRONG WORLD INDS INC NEW(AWI) | 0 | 11,603 | +11,603 | 0 | 1,635 | 0.38% | +1,635 |
| MATCH GROUP INC NEW(MTCH) | 0 | 33,233 | +33,233 | 0 | 1,037 | 0.24% | +1,037 |