ADOBE INC COM 00724F101 1286 5292 SH SOLE 3707 0 1585 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2168 4525 SH SOLE 3317 0 1208 NEUROCRINE BIOSCIENCES INC COM 64125C109 1452 11023 SH SOLE 7983 0 3040 SYNOPSYS INC COM 871607107 1327 3348 SH SOLE 2316 0 1032 AMGEN INC COM 031162100 1739 4941 SH SOLE 3392 0 1549 ABBOTT LABORATORIES COM 002824100 1453 14152 SH SOLE 9846 0 4306 ADVANCED MICRO DEVICES INC COM 007903107 2372 11660 SH SOLE 8111 0 3549 WW GRAINGER INC COM 384802104 2170 1989 SH SOLE 1385 0 604 SHERWIN WILLIAMS CO COM 824348106 1513 4719 SH SOLE 3265 0 1454 US BANCORP COM NEW 902973304 2915 56048 SH SOLE 41678 0 14370 JOHNSON & JOHNSON COM 478160104 3596 14713 SH SOLE 10607 0 4106 MICROSOFT CORP COM 594918104 1935 5227 SH SOLE 3500 0 1727 AT&T INC COM 00206R102 962 33181 SH SOLE 325 0 32856 CISCO SYS INC COM 17275R102 3270 42145 SH SOLE 31619 0 10526 LOCKHEED MARTIN CORP COM 539830109 3088 5110 SH SOLE 3917 0 1193 SCHWAB CHARLES CORP COM 808513105 2159 22968 SH SOLE 16109 0 6859 DEERE & CO COM 244199105 264 468 SH SOLE 0 0 468 AUTOMATIC DATA PROCESSING IN COM 053015103 1797 8847 SH SOLE 6607 0 2240 WALMART INC COM 931142103 680 5475 SH SOLE 225 0 5250 APPLIED MATLS INC COM 038222105 2591 7580 SH SOLE 5231 0 2349 UNION PAC CORP COM 907818108 2270 9355 SH SOLE 6989 0 2366 TEXAS INSTRS INC COM 882508104 2334 12023 SH SOLE 9033 0 2990 ELI LILLY & CO COM 532457108 2218 2412 SH SOLE 1660 0 752 MERCK & CO INC COM 58933Y105 2268 18852 SH SOLE 13994 0 4858 NOVARTIS AG SPONSORED ADR 66987V109 3416 22362 SH SOLE 16800 0 5562 HOME DEPOT INC COM 437076102 2002 6086 SH SOLE 4567 0 1519 MCDONALDS CORP COM 580135101 2309 7429 SH SOLE 5465 0 1964 RAMBUS INC DEL COM 750917106 1633 18979 SH SOLE 13692 0 5287 BOOKING HOLDINGS INC COM 09857L108 1436 341 SH SOLE 232 0 109 UNITEDHEALTH GROUP INC COM 91324P102 1204 4451 SH SOLE 3381 0 1070 RTX CORPORATION COM 75513E101 2632 13643 SH SOLE 9338 0 4305 MARSH & MCLENNAN COS INC COM 571748102 1548 8924 SH SOLE 6216 0 2708 APPLE INC COM 037833100 2496 9833 SH SOLE 6622 0 3211 LAM RESEARCH CORP COM NEW 512807306 1873 8765 SH SOLE 6039 0 2726 CATERPILLAR INC COM 149123101 217 307 SH SOLE 0 0 307 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 1952 9883 SH SOLE 6926 0 2957 ROSS STORES INC COM 778296103 2218 10239 SH SOLE 6982 0 3257 TERADYNE INC COM 880770102 3654 12327 SH SOLE 9075 0 3252 PATHWARD FINANCIAL INC COM 59100U108 1839 20607 SH SOLE 14916 0 5691 F5 INC COM 315616102 1556 5380 SH SOLE 3961 0 1419 NETAPP INC COM 64110D104 2713 26492 SH SOLE 20134 0 6358 AON PLC SHS CL A G0403H108 1571 4867 SH SOLE 3552 0 1315 AMERICAN EXPRESS CO COM 025816109 2518 8325 SH SOLE 6229 0 2096 BLOCK H & R INC COM 093671105 2109 66438 SH SOLE 50695 0 15743 S&P GLOBAL INC COM 78409V104 1808 4250 SH SOLE 2959 0 1291 KLA CORP COM NEW 482480100 2525 1715 SH SOLE 1299 0 416 DECKERS OUTDOOR CORP COM 243537107 1025 10239 SH SOLE 7394 0 2845 BERKLEY W R CORP COM 084423102 2545 38401 SH SOLE 28988 0 9413 NETFLIX INC. COM 64110L106 1705 17734 SH SOLE 12331 0 5403 AUTOZONE INC COM 053332102 1699 503 SH SOLE 342 0 161 ILLUMINA INC COM 452327109 1607 13038 SH SOLE 9508 0 3530 PTC INC COM 69370C100 919 6451 SH SOLE 4725 0 1726 MUELLER INDS INC COM 624756102 1710 15437 SH SOLE 11286 0 4151 VERTEX PHARMACEUTICALS INC COM 92532F100 1558 3489 SH SOLE 2426 0 1063 MONSTER BEVERAGE CORP NEW COM 61174X109 1956 26993 SH SOLE 19075 0 7918 MASCO CORP COM 574599106 1004 16628 SH SOLE 11952 0 4676 EATON CORP PLC SHS G29183103 1794 5017 SH SOLE 3513 0 1504 CUMMINS INC COM 231021106 3048 5665 SH SOLE 4185 0 1480 CACI INTL INC CL A 127190304 1585 2915 SH SOLE 2087 0 828 ALPHABET INC CAP STK CL A 02079K305 4811 16730 SH SOLE 11671 0 5059 MARVELL TECHNOLOGY INC COM 573874104 2091 21112 SH SOLE 14453 0 6659 REGENERON PHARMACEUTICALS COM 75886F107 1810 2342 SH SOLE 1615 0 727 CAMECO CORP COM 13321L108 2711 24959 SH SOLE 18240 0 6719 BLACKROCK INC COM 09290D101 1510 1570 SH SOLE 1073 0 497 GARMIN LTD SHS H2906T109 2547 10977 SH SOLE 8257 0 2720 HALOZYME THERAPEUTICS INC COM 40637H109 1179 18242 SH SOLE 13162 0 5080 NASDAQ INC COM 631103108 1448 17060 SH SOLE 12387 0 4673 INTERCONTINENTAL EXCHANGE IN COM 45866F104 1628 10352 SH SOLE 7127 0 3225 PARKER-HANNIFIN CORP COM 701094104 1784 1993 SH SOLE 1369 0 624 MOLINA HEALTHCARE INC COM 60855R100 647 4852 SH SOLE 3518 0 1334 BIOMARIN PHARMACEUTICAL INC COM 09061G101 1017 18002 SH SOLE 12922 0 5080 THERMO FISHER SCIENTIFIC INC COM 883556102 1571 3196 SH SOLE 2212 0 984 SALESFORCE INC COM 79466L302 1313 7034 SH SOLE 4875 0 2159 DEXCOM INC COM 252131107 1613 25685 SH SOLE 17668 0 8017 EXELIXIS INC COM 30161Q104 1232 28716 SH SOLE 21116 0 7600 SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 1927 17157 SH SOLE 12532 0 4625 LOGITECH INTL S A SHS H50430232 1241 13616 SH SOLE 9725 0 3891 FEDERAL SIGNAL CORP COM 313855108 1199 11083 SH SOLE 8024 0 3059 ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 641 3066 SH SOLE 2188 0 878 RELX PLC SPONSORED ADR 759530108 1731 52206 SH SOLE 37916 0 14290 DIGITAL RLTY TR INC COM 253868103 2819 15643 SH SOLE 11808 0 3835 MODINE MFG CO COM 607828100 2379 10979 SH SOLE 7899 0 3080 BLACKSTONE INC COM 09260D107 2027 17630 SH SOLE 13295 0 4335 TE CONNECTIVITY PLC ORD SHS G87052109 3238 15489 SH SOLE 11779 0 3710 CHART INDS INC COM 16115Q308 1326 6413 SH SOLE 4690 0 1723 ARMSTRONG WORLD INDS INC NEW COM 04247X102 1368 8304 SH SOLE 6006 0 2298 GENPACT LIMITED SHS G3922B107 826 22187 SH SOLE 16119 0 6068 VISA INC COM CL A 92826C839 1671 5530 SH SOLE 3848 0 1682 COMMVAULT SYS INC COM 204166102 1187 15234 SH SOLE 11112 0 4122 ASTRAZENECA PLC ORD G0593M107 3469 17589 SH SOLE 13316 0 4273 BROADCOM INC COM 11135F101 3021 9760 SH SOLE 7270 0 2490 FORTINET INC COM 34959E109 1882 23034 SH SOLE 16171 0 6863 APOLLO GLOBAL MGMT INC COM 03769M106 1668 14975 SH SOLE 10841 0 4134 ALLISON TRANSMISSION HLDGS I COM 01973R101 3340 28532 SH SOLE 21922 0 6610 META PLATFORMS INC CL A 30303M102 2849 4979 SH SOLE 3452 0 1527 CORPAY INC COM SHS 219948106 1109 3811 SH SOLE 2677 0 1134 PALO ALTO NETWORKS INC COM 697435105 1565 9764 SH SOLE 6582 0 3182 GLOBUS MED INC CL A 379577208 1829 21223 SH SOLE 15453 0 5770 ABBVIE INC COM 00287Y109 3222 14813 SH SOLE 10346 0 4467 NMI HLDGS INC COM 629209305 1131 30150 SH SOLE 21571 0 8579 CITIZENS FINL GROUP INC COM 174610105 1558 25972 SH SOLE 17820 0 8152 BOX INC CL A 10316T104 1039 43957 SH SOLE 32056 0 11901 VERTIV HOLDINGS CO COM CL A 92537N108 2531 10099 SH SOLE 6980 0 3119 INTUITIVE MACHINES INC CLASS A COM 46125A100 378 20350 SH SOLE 20350 0 0 KINSALE CAP GROUP INC COM 49714P108 1031 3019 SH SOLE 2180 0 839 KRYSTAL BIOTECH INC COM 501147102 1980 7664 SH SOLE 5515 0 2149 ARGENX SE SPONSORED ADR 04016X101 1379 1889 SH SOLE 1315 0 574 CELCUITY INC COM 15102K100 212 1855 SH SOLE 1855 0 0 VERRA MOBILITY CORP CL A COM STK 92511U102 593 41480 SH SOLE 29403 0 12077 BJS WHSL CLUB HLDGS INC COM 05550J101 2689 27318 SH SOLE 19814 0 7504 DELL TECHNOLOGIES INC CL C 24703L202 3323 20243 SH SOLE 15178 0 5065 UBER TECHNOLOGIES INC COM 90353T100 1552 21582 SH SOLE 14860 0 6722 OTIS WORLDWIDE CORP COM 68902V107 1473 19113 SH SOLE 13487 0 5626 CLEAR SECURE INC COM CL A 18467V109 2070 42763 SH SOLE 31102 0 11661 CLEARWATER ANALYTICS HLDGS I CL A 185123106 1425 60244 SH SOLE 43856 0 16388 BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 113004105 2287 51448 SH SOLE 38772 0 12676 CRANE COMPANY COMMON STOCK 224408104 1179 6894 SH SOLE 5011 0 1883 SOLVENTUM CORP COM SHS 83444M101 295 4512 SH SOLE 4500 0 12