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SH SOLE 1 632308 0 0 BLOCK H & R INC COM 093671105 36519 755 SH SOLE 1 755 0 0 BROADCOM INC COM 11135F101 9214644 8255 SH SOLE 1 8255 0 0 CF INDS HLDGS INC COM 125269100 36411 458 SH SOLE 1 458 0 0 COTERRA ENERGY INC COM 127097103 33686 1320 SH SOLE 1 1320 0 0 CALIFORNIA RES CORP COM STOCK 13057Q305 36636 670 SH SOLE 1 670 0 0 CARLISLE COS INC COM 142339100 38116 122 SH SOLE 1 122 0 0 CENTRUS ENERGY CORP CL A 15643U104 265738 4884 SH SOLE 1 4884 0 0 CHENIERE ENERGY INC COM NEW 16411R208 8838169 51773 SH SOLE 1 51773 0 0 CHESAPEAKE ENERGY CORP COM 165167735 33161 431 SH SOLE 1 431 0 0 COMCAST CORP NEW CL A 20030N101 4177940 95278 SH SOLE 1 95278 0 0 CONSOL ENERGY INC NEW COM 20854L108 30963 308 SH SOLE 1 308 0 0 CONSTELLATION BRANDS INC CL A 21036P108 2946449 12188 SH SOLE 1 12188 0 0 CORCEPT THERAPEUTICS INC COM 218352102 43978 1354 SH SOLE 1 1354 0 0 CROWDSTRIKE HLDGS INC CL A 22788C105 6151425 24093 SH SOLE 1 24093 0 0 EOG RES INC COM 26875P101 3185339 26336 SH SOLE 1 26336 0 0 EQT CORP COM 26884L109 33441 865 SH SOLE 1 865 0 0 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 6384128 462618 SH SOLE 1 462618 0 0 ENTERPRISE PRODS PARTNERS L COM 293792107 317465 12048 SH SOLE 1 12048 0 0 EURONET WORLDWIDE INC COM 298736109 646491 6370 SH SOLE 1 6370 0 0 EVERI HLDGS INC COM 30034T103 36504 3239 SH SOLE 1 3239 0 0 EVERTEC INC COM 30040P103 38033 929 SH SOLE 1 929 0 0 EXTREME NETWORKS COM 30226D106 37538 2128 SH SOLE 1 2128 0 0 META PLATFORMS INC CL A 30303M102 10498454 29660 SH SOLE 1 29660 0 0 FLEETCOR TECHNOLOGIES INC COM 339041105 39848 141 SH SOLE 1 141 0 0 FREEPORT-MCMORAN INC CL B 35671D857 707428 16618 SH SOLE 1 16618 0 0 HELMERICH & PAYNE INC COM 423452101 34481 952 SH SOLE 1 952 0 0 HESS MIDSTREAM LP CL A SHS 428103105 304818 9637 SH SOLE 1 9637 0 0 INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 36642 442 SH SOLE 1 442 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 7374633 45091 SH SOLE 1 45091 0 0 IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108 39376 3442 SH 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651639106 11316854 273420 SH SOLE 1 273420 0 0 NEXSTAR MEDIA GROUP INC COMMON STOCK 65336K103 36993 236 SH SOLE 1 236 0 0 NUCOR CORP COM 670346105 533607 3066 SH SOLE 1 3066 0 0 NVIDIA CORPORATION COM 67066G104 7167814 14474 SH SOLE 1 14474 0 0 OCCIDENTAL PETE CORP COM 674599105 274069 4590 SH SOLE 1 4590 0 0 PENN ENTERTAINMENT INC COM 707569109 589795 22667 SH SOLE 1 22667 0 0 PHILIP MORRIS INTL INC COM 718172109 20184770 214549 SH SOLE 1 214549 0 0 PDD HOLDINGS INC SPONSORED ADS 722304102 111049 759 SH SOLE 1 759 0 0 PREMIER INC CL A 74051N102 37654 1684 SH SOLE 1 1684 0 0 REGENERON PHARMACEUTICALS COM 75886F107 540148 615 SH SOLE 1 615 0 0 ROPER TECHNOLOGIES INC COM 776696106 6340872 11631 SH SOLE 1 11631 0 0 SERVICENOW INC COM 81762P102 7285325 10312 SH SOLE 1 10312 0 0 SIMPSON MFG INC COM 829073105 40388 204 SH SOLE 1 204 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 40022 356 SH SOLE 1 356 0 0 SOUTHERN COPPER CORP COM 84265V105 584071 6786 SH SOLE 1 6786 0 0 STERLING INFRASTRUCTURE INC COM 859241101 47306 538 SH SOLE 1 538 0 0 SYNOPSYS INC COM 871607107 6246373 12131 SH SOLE 1 12131 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 255008 2452 SH SOLE 1 2452 0 0 TOLL BROTHERS INC COM 889478103 87474 851 SH SOLE 1 851 0 0 TOTALENERGIES SE SPONSORED ADS 89151E109 261704 3884 SH SOLE 1 3884 0 0 UBER TECHNOLOGIES INC COM 90353T100 2167941 35211 SH SOLE 1 35211 0 0 UNITEDHEALTH GROUP INC COM 91324P102 12568945 23874 SH SOLE 1 23874 0 0 VERISIGN INC COM 92343E102 4258017 20674 SH SOLE 1 20674 0 0 VERTEX PHARMACEUTICALS INC COM 92532F100 5898277 14496 SH SOLE 1 14496 0 0 VISA INC COM CL A 92826C839 549599 2111 SH SOLE 1 2111 0 0 VISTRA CORP COM 92840M102 282352 7330 SH SOLE 1 7330 0 0 LINDE PLC SHS G54950103 4047958 9856 SH SOLE 1 9856 0 0 FERRARI N V COM N3167Y103 3167705 9360 SH SOLE 1 9360 0 0