1 Dell Technologies Inc DELL Information Technology Technology Hardware, Storage & Peripherals 2 Maxlinear Inc MXL Information Technology Semiconductors & Semiconductor Equipment 3 HF Sinclair Corp DINO Energy Oil, Gas & Consumable Fuels 4 Marathon Petroleum Corp MPC Energy Oil, Gas & Consumable Fuels 5 Micron Technology, Inc. MU Information Technology Semiconductors & Semiconductor Equipment 6 Hewlett Packard Enterprise Co HPE Information Technology Technology Hardware, Storage & Peripherals 7 Valero Energy VLO Energy Oil, Gas & Consumable Fuels 8 Corcept Therapeutics Incorporated CORT Health Care Pharmaceuticals 9 Unity Software Inc. U Information Technology Software 10 Astera Labs Inc - Common ALAB Information Technology Semiconductors & Semiconductor Equipment 11 Phillips 66 PSX Energy Oil, Gas & Consumable Fuels 12 Intel Corporation INTC Information Technology Semiconductors & Semiconductor Equipment 13 Sandisk Corp/De SNDK Information Technology Semiconductors & Semiconductor Equipment 14 Moderna therapeutics MRNA Health Care Biotechnology 15 Seagate Technology Holdings Plc STX Information Technology Technology Hardware, Storage & Peripherals 16 Marvell Technology Group Ltd. MRVL Information Technology Semiconductors & Semiconductor Equipment 17 Atlassian Corp-Cl A TEAM Information Technology Software 18 Fortinet Inc FTNT Information Technology Communications Equipment 19 Crowdstrike Holdings Inc CRWD Information Technology Software 20 Palo Alto Networks, Inc PANW Information Technology Software 21 Nucor Corp. NUE Materials Metals & Mining 22 Axt Inc Com AXTI Information Technology Semiconductors & Semiconductor Equipment 23 Advanced Micro Devices Inc AMD Information Technology Semiconductors & Semiconductor Equipment 24 Avnet Inc AVT Information Technology Electronic Equipment, Instruments & Components 25 Natera Inc NTRA Health Care Biotechnology 26 Twilio Inc. Class A TWLO Information Technology Software 27 Okta Inc. OKTA Information Technology Software 28 Paycom Software Inc . PAYC Information Technology Software 29 Digitalocean Holdings Inc DOCN Information Technology IT Services 30 Datadog Inc DDOG Information Technology Software 31 Other Assets And Liabilities - Other Other 32 First American Government Obligations Fund FGXXX Financials Capital Markets 33 Madison Square Garden Co/the MSGS Communication Services Entertainment 34 Roku, Inc ROKU Information Technology Technology Hardware, Storage & Peripherals 35 Arrow Electronics Inc. ARW Information Technology Electronic Equipment, Instruments & Components 36 Total Renal Care Holdings DVA Health Care Health Care Providers & Services 37 Netapp Inc NTAP Information Technology Technology Hardware, Storage & Peripherals 38 Western Digital Corp Company Guar 11/28 3 WDC Information Technology Technology Hardware, Storage & Peripherals 39 Cognex Corp - Common CGNX Information Technology Electronic Equipment, Instruments & Components 40 Ies Holdings, Inc. IESC Industrials Commercial Services & Supplies 41 Sterling Construction Company Inc STRL Industrials Construction & Engineering 42 Viasat Inc VSAT Information Technology Communications Equipment