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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| STZ | CONSTELLATION BRANDS INC | 0.24% | 589,891 | $81,381,362 | 589,891 | New | $137.96 | 13F |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | 0.20% | 1,265,317 | $66,150,773 | 1,265,317 | New | $52.28 | 13F |
| GOOGL | ALPHABET INC | 0.16% | 171,157 | $53,572,141 | 171,157 | New | $313 | 13F |
| DNOW | DNOW INC | 0.16% | 4,161,129 | $55,134,959 | 4,161,129 | New | $13.25 | 13F |
| WGO | WINNEBAGO INDS INC | 0.11% | 928,962 | $37,641,540 | 928,962 | New | $40.52 | 13F |
| TTE | TOTALENERGIES SE | 0.00343% | 20,693 | $1,150,324 | 20,693 | New | $55.59 | 13F |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | 0.00096% | 20,627 | $321,575 | 20,627 | New | $15.59 | 13F |
| DOCU | DOCUSIGN INC | 0.00092% | 4,510 | $308,484 | 4,510 | New | $68.4 | 13F |
| HOLX | HOLOGIC INC | 0.00091% | 4,109 | $306,079 | 4,109 | New | $74.49 | 13F |
| CINF | CINCINNATI FINL CORP | 0.00087% | 1,792 | $292,669 | 1,792 | New | $163.32 | 13F |
| ADM | ARCHER DANIELS MIDLAND CO | 0.00083% | 4,842 | $278,367 | 4,842 | New | $57.49 | 13F |
| TPG | TPG INC | 0.00064% | 3,386 | $216,162 | 3,386 | New | $63.84 | 13F |