| UBER |
Uber Technologies, Inc. |
0 |
5.27% |
|
|
|
|
|
N/A |
0.00% |
36.61% |
14.21% |
|---|
| ABNB |
Airbnb, Inc. |
0 |
5.23% |
|
|
|
|
|
N/A |
0.00% |
32.68% |
13.09% |
|---|
| BKNG |
Booking Holdings Inc. |
0 |
4.96% |
|
|
|
|
|
N/A |
0.00% |
25.79% |
25.03% |
|---|
| CAT |
Caterpillar Inc. |
0 |
4.96% |
|
|
|
|
|
N/A |
0.00% |
27.23% |
12.69% |
|---|
| IBM |
International Business Machines Corporat... |
0 |
4.96% |
|
|
|
|
|
N/A |
0.00% |
27.26% |
19.08% |
|---|
| PANW |
Palo Alto Networks, Inc. |
0 |
4.87% |
|
|
|
|
|
N/A |
0.00% |
30.96% |
10.13% |
|---|
| LVS |
Las Vegas Sands Corp. |
0 |
4.26% |
|
|
|
|
|
N/A |
0.00% |
32.64% |
12.48% |
|---|
| RMD |
ResMed Inc. |
0 |
3.90% |
|
|
|
|
|
N/A |
0.00% |
27.00% |
15.41% |
|---|
| WAB |
Westinghouse Air Brake Technologies Corp... |
0 |
3.80% |
|
|
|
|
|
N/A |
0.00% |
25.30% |
16.23% |
|---|
| GDDY |
GoDaddy Inc. |
0 |
3.25% |
|
|
|
|
|
N/A |
0.00% |
26.65% |
16.89% |
|---|
| EXPE |
Expedia Group, Inc. |
0 |
2.77% |
|
|
|
|
|
N/A |
0.00% |
30.83% |
7.52% |
|---|
| WSM |
Williams-Sonoma, Inc. |
0 |
2.66% |
|
|
|
|
|
N/A |
0.00% |
37.10% |
23.95% |
|---|
| PHM |
PulteGroup, Inc. |
0 |
2.59% |
|
|
|
|
|
N/A |
0.00% |
34.61% |
19.23% |
|---|
| EME |
EMCOR Group, Inc. |
0 |
2.44% |
|
|
|
|
|
N/A |
0.00% |
31.08% |
9.20% |
|---|
| NRG |
NRG Energy, Inc. |
0 |
2.16% |
|
|
|
|
|
N/A |
0.00% |
44.95% |
20.18% |
|---|
| DOCU |
DocuSign, Inc. |
0 |
2.15% |
|
|
|
|
|
N/A |
0.00% |
34.47% |
15.82% |
|---|
| CSL |
Carlisle Companies Incorporated |
0 |
1.94% |
|
|
|
|
|
N/A |
0.00% |
31.57% |
23.42% |
|---|
| UTHR |
United Therapeutics Corporation |
0 |
1.85% |
|
|
|
|
|
N/A |
0.00% |
36.43% |
16.26% |
|---|
| TPR |
Tapestry, Inc. |
0 |
1.78% |
|
|
|
|
|
N/A |
0.00% |
35.86% |
19.58% |
|---|
| FIX |
Comfort Systems USA, Inc. |
0 |
1.77% |
|
|
|
|
|
N/A |
0.00% |
44.80% |
20.45% |
|---|
| OC |
Owens Corning |
0 |
1.69% |
|
|
|
|
|
N/A |
0.00% |
34.76% |
19.48% |
|---|
| RL |
Ralph Lauren Corporation |
0 |
1.67% |
|
|
|
|
|
N/A |
0.00% |
33.78% |
11.72% |
|---|
| NBIX |
Neurocrine Biosciences, Inc. |
0 |
1.61% |
|
|
|
|
|
N/A |
0.00% |
30.32% |
21.38% |
|---|
| TOL |
Toll Brothers, Inc. |
0 |
1.48% |
|
|
|
|
|
N/A |
0.00% |
35.65% |
14.22% |
|---|
| DVA |
DaVita Inc. |
0 |
1.42% |
|
|
|
|
|
N/A |
0.00% |
26.84% |
5.02% |
|---|
| NVT |
nVent Electric plc |
0 |
1.30% |
|
|
|
|
|
N/A |
0.00% |
36.61% |
17.23% |
|---|
| COKE |
Coca-Cola Consolidated, Inc. |
0 |
1.26% |
|
|
|
|
|
N/A |
0.00% |
27.65% |
4.76% |
|---|
| PPC |
Pilgrim's Pride Corporation |
0 |
1.24% |
|
|
|
|
|
N/A |
0.00% |
30.63% |
27.59% |
|---|
| MTZ |
MasTec, Inc. |
0 |
1.24% |
|
|
|
|
|
N/A |
0.00% |
36.13% |
11.15% |
|---|
| MEDP |
Medpace Holdings, Inc. |
0 |
1.20% |
|
|
|
|
|
N/A |
0.00% |
32.90% |
12.52% |
|---|
| DTM |
DT Midstream, Inc. |
0 |
1.17% |
|
|
|
|
|
N/A |
0.00% |
25.25% |
26.71% |
|---|
| PSN |
Parsons Corporation |
0 |
1.14% |
|
|
|
|
|
N/A |
0.00% |
34.87% |
37.58% |
|---|
| EXEL |
Exelixis, Inc. |
0 |
1.11% |
|
|
|
|
|
N/A |
0.00% |
28.68% |
20.70% |
|---|
| WYNN |
Wynn Resorts, Limited |
0 |
1.09% |
|
|
|
|
|
N/A |
0.00% |
36.46% |
18.98% |
|---|
| AIT |
Applied Industrial Technologies, Inc. |
0 |
1.06% |
|
|
|
|
|
N/A |
0.00% |
23.88% |
9.23% |
|---|
| BLD |
TopBuild Corp. |
0 |
1.06% |
|
|
|
|
|
N/A |
0.00% |
37.62% |
13.62% |
|---|
| VNOM |
Viper Energy Partners LP |
0 |
1.06% |
|
|
|
|
|
N/A |
0.00% |
34.91% |
14.40% |
|---|
| AYI |
Acuity Brands, Inc. |
0 |
1.05% |
|
|
|
|
|
N/A |
0.00% |
38.31% |
46.31% |
|---|
| MLI |
Mueller Industries, Inc. |
0 |
1.05% |
|
|
|
|
|
N/A |
0.00% |
25.82% |
8.11% |
|---|
| EXP |
Eagle Materials Inc. |
0 |
0.96% |
|
|
|
|
|
N/A |
0.00% |
34.39% |
24.48% |
|---|
| ANF |
Abercrombie & Fitch Co. |
0 |
0.90% |
|
|
|
|
|
N/A |
0.00% |
49.87% |
9.41% |
|---|
| FN |
Fabrinet |
0 |
0.90% |
|
|
|
|
|
N/A |
0.00% |
52.08% |
17.93% |
|---|
| LPX |
Louisiana-Pacific Corporation |
0 |
0.84% |
|
|
|
|
|
N/A |
0.00% |
37.84% |
26.30% |
|---|
| HRB |
H&R Block, Inc. |
0 |
0.83% |
|
|
|
|
|
N/A |
0.00% |
30.74% |
20.07% |
|---|
| CROX |
Crocs, Inc. |
0 |
0.73% |
|
|
|
|
|
N/A |
0.00% |
42.64% |
13.73% |
|---|
| LNTH |
Lantheus Holdings, Inc. |
0 |
0.72% |
|
|
|
|
|
N/A |
0.00% |
42.75% |
15.52% |
|---|
| HALO |
Halozyme Therapeutics, Inc. |
0 |
0.71% |
|
|
|
|
|
N/A |
0.00% |
36.01% |
24.08% |
|---|
| KEX |
Kirby Corporation |
0 |
0.70% |
|
|
|
|
|
N/A |
0.00% |
35.45% |
33.76% |
|---|
| LOPE |
Grand Canyon Education, Inc. |
0 |
0.55% |
|
|
|
|
|
N/A |
0.00% |
21.22% |
6.67% |
|---|
| TNL |
Travel + Leisure Co. |
0 |
0.40% |
|
|
|
|
|
N/A |
0.00% |
30.34% |
12.75% |
|---|
| USBFS03 |
U.S. Bank Money Market Deposit Account 0... |
|
0.29% |
|
|
|
|
|
|
|
|
|
|---|
| Cash&Other |
Cash & Other |
|
0.04% |
|
|
|
|
|
|
|
|
|
|---|