ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 19739139 163417 SH SOLE 0 0 163417 AMERICAN INTL GROUP INC COM NEW 026874784 BBG001S5NJG1 20008530 274842 SH SOLE 0 0 274842 AMGEN INC COM 031162100 BBG001S5NNL6 17194942 65972 SH SOLE 0 0 65972 APPLIED MATLS INC COM 038222105 BBG001S5NMM7 12493020 146994 SH SOLE 0 0 146994 BLOCK INC CL A 852234103 BBG001TFLWL5 12965345 114941 SH SOLE 0 0 114941 CAVA GROUP INC COM 148929102 BBG00GBR8762 20802724 75290 SH SOLE 0 0 75290 CHUBB LIMITED COM H1467J104 BBG001S8S1L3 19496937 58523 SH SOLE 0 0 58523 CYBERARK SOFTWARE LTD SHS M2682V108 BBG006Q52QW1 18404948 562327 SH SOLE 0 0 562327 DEVON ENERGY CORP NEW COM 25179M103 BBG001S63VG4 1695397 15736 SH SOLE 0 0 15736 DUKE ENERGY CORP NEW COM NEW 26441C204 BBG001S5QNR7 3567740 55947 SH SOLE 0 0 55947 GENERAL MLS INC COM 370334104 BBG001S5RKR2 15302273 2164395 SH SOLE 0 0 2164395 HEALTH CATALYST INC COM 42225T107 BBG00LDPZMT5 10117573 96257 SH SOLE 0 0 96257 IRON MTN INC DEL COM 46284V101 BBG001SCQ2X1 2433576 48314 SH SOLE 0 0 48314 J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF 46641Q837 BBG00GP26NW0 20868121 39630 SH SOLE 0 0 39630 MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 4594729 66302 SH SOLE 0 0 66302 NATIONAL HEALTH INVS INC COM 63633D104 BBG001S6W8Y3 16548100 107721 SH SOLE 0 0 107721 QUALCOMM INC COM 747525103 BBG001S6VS70 24490700 98431 SH SOLE 0 0 98431 RENAISSANCERE HLDGS LTD COM G7496G103 BBG001S6T1Z1 21260268 128983 SH SOLE 0 0 128983 RLI CORP COM 749607107 BBG001S5VQ58 31529610 296526 SH SOLE 0 0 296526 SHOPIFY INC CL A 82509L107 BBG004DW5NC7 13811048 89444 SH SOLE 0 0 89444 SOUTHERN CO COM 842587107 BBG001S5W777 3958686 48089 SH SOLE 0 0 48089 SUPER MICRO COMPUTER INC COM NEW 86800U302 BBG001SQGH95 13625474 447030 SH SOLE 0 0 447030 THE CIGNA GROUP COM 125523100 BBG00KXRCDQ9 15037480 54456 SH SOLE 0 0 54456 UNITED THERAPEUTICS CORP DEL COM 91307C102 BBG001S8RV10 19378326 54921 SH SOLE 0 0 54921 VIKING THERAPEUTICS INC COM 92686J106 BBG006LGV887 779690 19376 SH SOLE 0 0 19376 VISA INC COM CL A 92826C839 BBG001SRCFY3 21412284 67752 SH SOLE 0 0 67752 WARNER BROS DISCOVERY INC COM SER A 934423104 BBG011386VG3 19118572 1808758 SH SOLE 0 0 1808758