1 Charles River Laboratories Interna - Other Other 2 Micron Technology, Inc. MU Information Technology Semiconductors & Semiconductor Equipment 3 Caterpillar, Inc. CAT Industrials Machinery 4 Advanced Micro Devices Inc. AMD Information Technology Semiconductors & Semiconductor Equipment 5 Palo Alto Networks Inc. PANW Information Technology Software 6 GE Vernova Inc. CDR (CAD Hedged) GEV Unknown Unknown 7 Seagate Technology Holdings Plc STX Information Technology Technology Hardware, Storage & Peripherals 8 Marathon Petroleum Corp MPC Energy Oil, Gas & Consumable Fuels 9 Dell Technologies Inc DELL Information Technology Technology Hardware, Storage & Peripherals 10 Valero Energy VLO Energy Oil, Gas & Consumable Fuels 11 Fortinet Inc. FTNT Information Technology Communications Equipment 12 Western Digital Corp Company Guar 11/28 3 WDC Information Technology Technology Hardware, Storage & Peripherals 13 Intel Corporation INTC Information Technology Semiconductors & Semiconductor Equipment 14 Fedex Corp FDX Industrials Air Freight & Logistics 15 Applied Materials, Inc. AMAT Information Technology Semiconductors & Semiconductor Equipment 16 Quanta PWR Industrials Construction & Engineering 17 Hewlett Packard Enterprise Co HPE Information Technology Technology Hardware, Storage & Peripherals 18 Targa Resources Corp Preferred TRGP Energy Oil, Gas & Consumable Fuels 19 Lam Research Corp LRCX Information Technology Semiconductors & Semiconductor Equipment 20 Steel Dynamics, Inc. STLD Materials Metals & Mining 21 Keysight Technologies Inc. KEYS Information Technology Electronic Equipment, Instruments & Components 22 Corning Inc. GLW Materials Chemicals 23 Technipfmc Plc Ordinary Shares 0RMV:LN Energy Energy Equipment & Services 24 Texas Instruments, Inc. TXN Unknown Unknown 25 Centene CNC Health Care Health Care Providers & Services 26 Ciena Corp CIEN Information Technology Communications Equipment 27 Kla Corp KLAC Information Technology Semiconductors & Semiconductor Equipment 28 Hollyfrontier DINO Energy Oil, Gas & Consumable Fuels 29 Cf Industries Holdings Inc. CF Materials Chemicals 30 Jb Hunt Transport Services Inc. JBHT Industrials Road & Rail 31 Ati Inc ATI Materials Metals & Mining 32 F5 Networks Inc. FFIV Information Technology Software 33 Texas Pacific Land Trust TPL Real Estate Real Estate Management & Development 34 Jabil, Inc. JBL Information Technology Electronic Equipment, Instruments & Components 35 Total Renal Care Holdings DVA Health Care Health Care Providers & Services 36 Akamai Technologies Inc. AKAM Communication Services Interactive Media & Services 37 Apa Corp APA Energy Oil, Gas & Consumable Fuels 38 Moderna therapeutics MRNA Health Care Biotechnology 39 BorgWarner Inc BWA Consumer Discretionary Auto Components 40 Analog Devices, Inc. ADI Information Technology Semiconductors & Semiconductor Equipment 41 Ryder System Inc R Industrials Road & Rail 42 Timken Co TKR Industrials Machinery 43 Generac Holdings, Inc. GNRC Industrials Electrical Equipment 44 Viavi Solutions Inc VIAV Information Technology Electronic Equipment, Instruments & Components 45 Sanmina Corp SANM Information Technology Electronic Equipment, Instruments & Components 46 Crowdstrike Holdings Inc. Class A CRWD Information Technology Software 47 Ipg Photonics Corp. IPGP Information Technology Electronic Equipment, Instruments & Components 48 Cash & Other - Other Other 49 Teradyne Inc - Common TER Information Technology Semiconductors & Semiconductor Equipment 50 Monolithic Power Systems Inc Mpwr Us Equity MPWR Information Technology Semiconductors & Semiconductor Equipment 51 On Semiconductor Corp ON Information Technology Semiconductors & Semiconductor Equipment