ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 15726970 77309 SH SOLE 0 0 77309 AMERICAN INTL GROUP INC COM NEW 026874784 BBG001S5NJG1 11787194 156640 SH SOLE 0 0 156640 AMGEN INC COM 031162100 BBG001S5NNL6 16894781 48017 SH SOLE 0 0 48017 ARISTA NETWORKS INC COM SHS 040413205 BBG001T51KQ0 9661558 78690 SH SOLE 0 0 78690 BLACKROCK DEBT STRATEGIES FD COM NEW 09255R202 BBG001S9L8L3 169225 17646 SH SOLE 0 0 17646 BRISTOL-MYERS SQUIBB CO COM 110122108 BBG001S8N8J6 15901338 262182 SH SOLE 0 0 262182 CHUBB LTD SWITZ COM H1467J104 BBG001S8S1L3 17146640 52608 SH SOLE 0 0 52608 DEVON ENERGY CORP NEW COM 25179M103 BBG001S63VG4 22764896 452403 SH SOLE 0 0 452403 DUKE ENERGY CORP NEW COM NEW 26441C204 BBG001S5QNR7 1135905 8675 SH SOLE 0 0 8675 EOG RES INC COM 26875P101 BBG001S5ZB93 14318357 99041 SH SOLE 0 0 99041 HEALTH CATALYST INC COM 42225T107 BBG00LDPZMT5 2382887 1876289 SH SOLE 0 0 1876289 IRON MTN INC DEL COM 46284V101 BBG001SCQ2X1 2301214 22530 SH SOLE 0 0 22530 J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF 46641Q837 BBG00GP26NW0 779762 15407 SH SOLE 0 0 15407 MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 13411519 26841 SH SOLE 0 0 26841 MEDTRONIC PLC SHS G5960L103 BBG001S5T2S9 7749889 89439 SH SOLE 0 0 89439 NATIONAL HEALTH INVS INC COM 63633D104 BBG001S6W8Y3 3354881 41490 SH SOLE 0 0 41490 PETROLEO BRASILEIRO S A SPONSORED ADR 71654V408 BBG001SF6W88 9989859 481439 SH SOLE 0 0 481439 PIEDMONT REALTY TRUST INC COM CL A 720190206 BBG001T6RFS9 2098497 319406 SH SOLE 0 0 319406 REDDIT INC CL A 75734B100 BBG015RGX648 7322671 54383 SH SOLE 0 0 54383 RENAISSANCERE HLDGS LTD COM G7496G103 BBG001S6T1Z1 17007005 57218 SH SOLE 0 0 57218 RLI CORP COM 749607107 BBG001S5VQ58 16122527 282653 SH SOLE 0 0 282653 SHOPIFY INC CL A SUB VTG SHS 82509L107 BBG004DW5NC7 12139334 102338 SH SOLE 0 0 102338 SNOWFLAKE INC COM SHS 833445109 BBG007DHGNK2 8329789 55230 SH SOLE 0 0 55230 SOUTHERN CO COM 842587107 BBG001S5W777 2453538 25420 SH SOLE 0 0 25420 SUPER MICRO COMPUTER INC COM NEW 86800U302 BBG001SQGH95 8161018 358411 SH SOLE 0 0 358411 THE CIGNA GROUP COM 125523100 BBG00KXRCDQ9 10570502 39627 SH SOLE 0 0 39627 UBER TECHNOLOGIES INC COM 90353T100 BBG002B04MW4 10294981 143125 SH SOLE 0 0 143125 UNITED THERAPEUTICS CORP DEL COM 91307C102 BBG001S8RV10 25020198 42194 SH SOLE 0 0 42194 VISA INC COM CL A 92826C839 BBG001SRCFY3 13581099 44935 SH SOLE 0 0 44935