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2015 CORPAY INC COM SHS 219948106 1290 4182 SH SOLE 2915 0 1267 AMMO INC COM 00175J107 9378 3410000 SH SOLE 0 0 3410000 PALO ALTO NETWORKS INC COM 697435105 2076 7308 SH SOLE 5258 0 2050 GLOBUS MED INC CL A 379577208 1020 19019 SH SOLE 13648 0 5371 VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643 242 2687 SH SOLE 1816 0 871 ABBVIE INC COM 00287Y109 3038 16685 SH SOLE 12349 0 4336 GOGO INC COM 38046C109 1073 122246 SH SOLE 87669 0 34577 NMI HLDGS INC CL A 629209305 1407 43497 SH SOLE 30917 0 12580 NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 637 21163 SH SOLE 14849 0 6314 CITIZENS FINL GROUP INC COM 174610105 1557 42894 SH SOLE 30239 0 12655 KEYSIGHT TECHNOLOGIES INC COM 49338L103 1352 8644 SH SOLE 6151 0 2493 BOX INC CL A 10316T104 1353 47763 SH SOLE 34746 0 13017 INTUITIVE MACHINES INC CLASS A COM 46125A100 131 20900 SH SOLE 20900 0 0 SBA COMMUNICATIONS CORP NEW CL A 78410G104 1034 4771 SH SOLE 3471 0 1300 VERRA MOBILITY CORP CL A COM STK 92511U102 1100 44065 SH SOLE 31368 0 12697 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