ADVANCED MICRO DEVICES INCCOM00790310722534755110774SHSOLE11077400ALPHABET INCCAP STK CL A02079K30531720168110308SHSOLE11030800AMAZON COM INCCOM02313510669261855332558SHSOLE33255800AMER SPORTS INCCOM SHSG0260P10214922932453309SHSOLE45330900APPLE INCCOM03783310072536735285814SHSOLE28581400APPLIED MATLS INCCOM03822210557928278169485SHSOLE16948500ARAMARKCOM03852U1061339587143304359SHSOLE330435900ARMSTRONG WORLD INDS INC NEWCOM04247X10241272182250438SHSOLE25043800AUTODESK INCCOM05276910635348607147655SHSOLE14765500BLACKROCK INCCOM09290D101154905515161073SHSOLE16107300BOEING COCOM09702310562999364316532SHSOLE31653200BOOT BARN HLDGS INCCOM09940610059247406404806SHSOLE40480600BRINKER INTL INCCOM10964110034341182240535SHSOLE24053500CAPITAL ONE FINL CORPCOM14040H10541367462226758SHSOLE22675800CARPENTER TECHNOLOGY CORPCOM14428510347438712120357SHSOLE12035700CELSIUS HLDGS INCCOM NEW15118V207522731811473314SHSOLE147331400CHEWY INCCL A16679L10919809819733697SHSOLE73369700CHURCHILL DOWNS INCCOM17148410851697075575499SHSOLE57549900CITIZENS FINL GROUP INCCOM174610105758675671265092SHSOLE126509200CME GROUP INCCOM12572Q10553462190181013SHSOLE18101300COGNIZANT TECHNOLOGY SOLUTIOCL A192446102678100941105299SHSOLE110529900CORPAY INCCOM SHS21994810646873542161083SHSOLE16108300CSX CORPCOM1264081031420828353461214SHSOLE346121400EVERCORE INCCLASS A29977A1052231660874760SHSOLE7476000F5 INCCOM315616102102474031354177SHSOLE35417700FEDEX CORPCOM31428X10668639804192711SHSOLE19271100FIFTH THIRD BANCORPCOM31677310027456838590978SHSOLE59097800FISERV INCCOM33773810831556183565523SHSOLE56552300FLEXTRONICS INTL LTDORDY2573F10227175654415149SHSOLE41514900FORTINET INCCOM34959E10954098231661995SHSOLE66199500GENERAL DYNAMICS CORPCOM36955010855078230160475SHSOLE16047500GENERAL MTRS COCOM37045V10054347452729496SHSOLE72949600GLOBALFOUNDRIES INCORDINARY SHARESG3938710822345195502365SHSOLE50236500HOME DEPOT INCCOM43707610255180835167779SHSOLE16777900HUNT J B TRANS SVCS INCCOM44565810782713682390343SHSOLE39034300INVESCO EXCH TRADED FD TR IIS&P500 LOW VOL46138E35440108148548375SHSOLE54837500INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT46137V35797794563509559SHSOLE50955900ISHARES TRRUSSELL 2000 ETF46428765537200000150000SHPutSOLE15000000KKR & CO INCCOM48251W10448001765518938SHSOLE51893800LAM RESEARCH CORPCOM NEW51280730635482944166072SHSOLE16607200LIBERTY MEDIA CORP DELCOM LBTY ONE S C53122975552194543613909SHSOLE61390900LIVE NATION ENTERTAINMENT INCOM53803410956563671370885SHSOLE37088500LOCKHEED MARTIN CORPCOM5398301094524584474862SHSOLE7486200LOUISIANA PAC CORPCOM54634710527469600377589SHSOLE37758900LPL FINL HLDGS INCCOM50212V10071752467238515SHSOLE23851500M/I HOMES INCCOM55305B10140194335328251SHSOLE32825100MARRIOTT INTL INC NEWCL A571903202127008477388322SHSOLE38832200MASTERCARD INCORPORATEDCL A57636Q10455290377110656SHSOLE11065600META PLATFORMS INCCL A30303M1023106894854304SHSOLE5430400MICROSOFT CORPCOM5949181042035823954997SHSOLE5499700MOODYS CORPCOM6153691053848641188221SHSOLE8822100MORGAN STANLEYCOM NEW61744644893024015565255SHSOLE56525500MSCI INCCOM55354G1005042438693550SHSOLE9355000NVIDIA CORPORATIONCOM67066G10429205373167462SHSOLE16746200ON HLDG AGNAMEN AKT AH5919C10415980385469735SHSOLE46973500ON SEMICONDUCTOR CORPCOM682189105754958361219248SHSOLE121924800ONTO INNOVATION INCCOM68334410543730767213248SHSOLE21324800PERFORMANCE FOOD GROUP COCOM71377A103889700741038642SHSOLE103864200PNC FINL SVCS GROUP INCCOM69347510596730012464847SHSOLE46484700POST HLDGS INCCOM73744610440296127407608SHSOLE40760800PULTE GROUP INCCOM74586710136025590306314SHSOLE30631400ROKU INCCOM CL A77543R10238096851402630SHSOLE40263000ROSS STORES INCCOM77829610326831359123858SHSOLE12385800RUBRIK INC.CL A78115410914420196294470SHSOLE29447000SHAKE SHACK INCCL A81904710133223847375538SHSOLE37553800SHERWIN WILLIAMS COCOM82434810670283472219259SHSOLE21925900SIGNET JEWELERS LIMITEDSHSG8127610017979229212420SHSOLE21242000SPOTIFY TECHNOLOGY S ASHSL8681T1024319723889083SHSOLE8908300SS&C TECH HLDGSCOM78467J100689893081021005SHSOLE102100500STEPSTONE GROUP INCCOM CL A85914M10740835054855722SHSOLE85572200SYNOPSYS INCCOM8716071073580055890296SHSOLE9029600T-MOBILE US INCCOM87259010433727458160584SHSOLE16058400TAIWAN SEMICONDUCTOR MANUFACSPONSORED ADS8740391003181190994132SHSOLE9413200TEXAS INSTRS INCCOM88250810455064316283632SHSOLE28363200TJX COS INC NEWCOM872540109155662465974718SHSOLE97471800TOLL BROTHERS INCCOM88947810353633392393005SHSOLE39300500TRACTOR SUPPLY COCOM89235610628234629623281SHSOLE62328100TRADEWEB MKTS INCCL A89267210650304827427544SHSOLE42754400TURNING PT BRANDS INCCOM90041L10520979139241723SHSOLE24172300VISTRA CORPCOM92840M10235575595236650SHSOLE23665000WALMART INCCOM93114210370534493567545SHSOLE56754500WASTE CONNECTIONS INCCOM94106B10158557508360487SHSOLE36048700WATSCO INCCOM94262220052804482145151SHSOLE14515100WINTRUST FINL CORPCOM97650W10849545587356597SHSOLE35659700WW GRAINGER INCCOM384802104148608682136237SHSOLE13623700YUM BRANDS INCCOM98849810179562381511721SHSOLE51172100ZOOM COMMUNICATIONS INCCL A98980L10142835008532840SHSOLE53284000