| APPLE INC |
AAPL
|
10 028 011 |
5.5 |
43 355 |
| MICROSOFT CORP |
MSFT
|
9 375 742 |
5.2 |
22 369 |
| VISTRA CORP |
VST
|
6 643 684 |
3.7 |
50 232 |
| CF INDUSTRIES HOLDINGS INC |
CF
|
5 053 308 |
2.8 |
58 084 |
| TEXAS PACIFIC LAND CORP |
TPL
|
4 876 753 |
2.7 |
4 574 |
| ELI LILLY & CO |
LLY
|
4 835 311 |
2.7 |
5 202 |
| NRG ENERGY INC |
NRG
|
4 640 831 |
2.6 |
51 519 |
| STEEL DYNAMICS INC |
STLD
|
4 553 436 |
2.5 |
34 978 |
| NUCOR CORP |
NUE
|
4 399 805 |
2.4 |
28 787 |
| PROCTER & GAMBLE CO |
PG
|
4 273 245 |
2.4 |
24 771 |
| ANTERO MIDSTREAM CORP |
AM
|
4 134 021 |
2.3 |
265 512 |
| SIMON PPTY GROUP INC - REIT |
SPG
|
3 730 949 |
2.1 |
21 732 |
| MARATHON PETROLEUM CORP |
MPC
|
3 681 112 |
2.0 |
22 653 |
| VALERO ENERGY CORP |
VLO
|
3 508 921 |
1.9 |
24 856 |
| AMAZON.COM INC |
AMZN
|
3 505 122 |
1.9 |
18 690 |
| BELLRING BRANDS INC |
BRBR
|
3 445 368 |
1.9 |
54 045 |
| VICI PPTYS INC |
VICI
|
3 425 018 |
1.9 |
104 485 |
| HOST HOTELS & RESORTS INC |
HST
|
3 421 799 |
1.9 |
191 162 |
| ABBVIE INC |
ABBV
|
3 284 572 |
1.8 |
16 788 |
| ALTRIA GROUP INC |
MO
|
3 034 379 |
1.7 |
60 858 |
| COLGATE-PALMOLIVE CO |
CL
|
3 027 339 |
1.7 |
30 054 |
| KIMBERLY CLARK CORP |
KMB
|
3 013 765 |
1.7 |
20 996 |
| COCA COLA CONSOLIDATED INC |
COKE
|
2 899 920 |
1.6 |
2 228 |
| BROADCOM INC |
AVGO
|
2 759 079 |
1.5 |
15 134 |
| ALPHABET INC CL A |
GOOGL
|
2 642 494 |
1.5 |
16 019 |
| CIGNA GROUP (THE) |
CI
|
2 482 291 |
1.4 |
7 063 |
| HCA HEALTHCARE INC |
HCA
|
2 469 271 |
1.4 |
6 239 |
| ELEVANCE HEALTH INC |
ELV
|
2 344 037 |
1.3 |
4 605 |
| UNITED THERAPEUTICS CORP DEL |
UTHR
|
2 256 872 |
1.2 |
6 320 |
| REGENERON PHARMACEUTICALS INC |
REGN
|
2 248 592 |
1.2 |
2 217 |
| TENET HEALTHCARE CORP |
THC
|
2 173 904 |
1.2 |
13 999 |
| UNIVERSAL HEALTH SVCS INC CL B |
UHS
|
2 109 926 |
1.2 |
9 571 |
| ROYALTY PHARMA PLC |
RPRX
|
2 014 610 |
1.1 |
72 286 |
| VISA INC CL A |
V
|
2 009 388 |
1.1 |
7 159 |
| META PLATFORMS INC CL A |
META
|
1 945 433 |
1.1 |
3 295 |
| MEDPACE HOLDINGS INC |
MEDP
|
1 883 801 |
1.0 |
5 329 |
| MCKESSON CORP |
MCK
|
1 866 001 |
1.0 |
3 664 |
| PROGRESSIVE CORP OHIO |
PGR
|
1 479 543 |
0.8 |
5 874 |
| CITIGROUP INC |
C
|
1 306 931 |
0.7 |
19 799 |
| AMERIPRISE FINANCIAL INC |
AMP
|
1 301 727 |
0.7 |
2 581 |
| CATERPILLAR INC |
CAT
|
1 261 821 |
0.7 |
3 203 |
| RENAISSANCERE HLDGS LTD |
RNR
|
1 220 721 |
0.7 |
4 381 |
| CAPITAL ONE FINANCIAL CORP |
COF
|
1 207 306 |
0.7 |
7 709 |
| JACKSON FINANCIAL INC |
JXN
|
1 174 336 |
0.6 |
11 800 |
| DISCOVER FIN SVCS |
DFS
|
1 150 638 |
0.6 |
7 811 |
| HARTFORD FINL SVCS GROUP INC |
HIG
|
1 145 679 |
0.6 |
9 669 |
| SYNCHRONY FINANCIAL |
SYF
|
1 140 590 |
0.6 |
21 244 |
| COREBRIDGE FINANCIAL INC |
CRBG
|
1 109 106 |
0.6 |
36 198 |
| INTL BUS MACH CORP |
IBM
|
1 089 489 |
0.6 |
4 631 |
| MGIC INVESTMENT CORP |
MTG
|
1 056 148 |
0.6 |
40 936 |
| COMFORT SYSTEMS USA INC |
FIX
|
1 049 970 |
0.6 |
2 505 |
| EMCOR GROUP INC |
EME
|
1 022 876 |
0.6 |
2 260 |
| REINSURANCE GROUP OF AMERICA |
RGA
|
996 069 |
0.6 |
4 579 |
| CARLISLE COS INC |
CSL
|
986 387 |
0.5 |
2 051 |
| QUALCOMM INC |
QCOM
|
982 068 |
0.5 |
5 516 |
| LEIDOS HOLDINGS INC |
LDOS
|
968 442 |
0.5 |
5 743 |
| APPLIED MATERIALS INC |
AMAT
|
922 079 |
0.5 |
4 311 |
| MUELLER INDUSTRIES INC |
MLI
|
868 852 |
0.5 |
11 834 |
| THE BOOKING HOLDINGS INC |
BKNG
|
868 139 |
0.5 |
202 |
| BOISE CASCADE CO |
BCC
|
864 886 |
0.5 |
6 049 |
| OWENS CORNING INC |
OC
|
846 472 |
0.5 |
4 515 |
| APPLOVIN CORP |
APP
|
801 765 |
0.4 |
5 518 |
| PALO ALTO NETWORKS INC |
PANW
|
793 437 |
0.4 |
2 122 |
| ARISTA NETWORKS INC |
ANET
|
761 198 |
0.4 |
1 841 |
| MICRON TECHNOLOGY INC |
MU
|
747 004 |
0.4 |
6 895 |
| KLA CORP |
KLAC
|
734 240 |
0.4 |
885 |
| CROWDSTRIKE HOLDINGS INC |
CRWD
|
726 616 |
0.4 |
2 340 |
| LAM RESEARCH CORP |
LRCX
|
710 453 |
0.4 |
8 290 |
| EBAY INC |
EBAY
|
682 176 |
0.4 |
10 200 |
| AMPHENOL CORPORATION CL A |
APH
|
639 840 |
0.4 |
9 496 |
| FAIR ISAAC CORP |
FICO
|
639 293 |
0.4 |
309 |
| PULTEGROUP INC |
PHM
|
630 026 |
0.3 |
4 420 |
| AIRBNB INC CLASS A |
ABNB
|
626 234 |
0.3 |
4 646 |
| TOLL BROTHERS INC |
TOL
|
609 950 |
0.3 |
3 970 |
| ABERCROMBIE & FITCH CO CL A |
ANF
|
587 088 |
0.3 |
3 775 |
| BLOCK H & R INC |
HRB
|
572 717 |
0.3 |
9 443 |
| WILLIAMS-SONOMA INC |
WSM
|
561 246 |
0.3 |
3 841 |
| NXP SEMICONDUCTORS NV |
NXPI
|
554 799 |
0.3 |
2 279 |
| ATKORE INC |
ATKR
|
543 743 |
0.3 |
6 260 |
| DELL TECHNOLOGIES INC CL C |
DELL
|
542 150 |
0.3 |
4 224 |
| DOCUSIGN INC |
DOCU
|
521 821 |
0.3 |
7 578 |
| ONTO INNOVATION INC |
ONTO
|
517 137 |
0.3 |
2 299 |
| NETFLIX INC |
NFLX
|
511 221 |
0.3 |
717 |
| GODADDY INC CL A |
GDDY
|
502 218 |
0.3 |
3 061 |
| GAP INC |
GAP
|
499 426 |
0.3 |
22 920 |
| ZOOM VIDEO COMMUNICATIONS INC |
ZM
|
483 376 |
0.3 |
7 120 |
| NETAPP INC |
NTAP
|
463 419 |
0.3 |
3 653 |
| GEN DIGITAL INC |
GEN
|
460 204 |
0.3 |
16 430 |
| ACI WORLDWIDE INC |
ACIW
|
447 136 |
0.2 |
8 491 |
| COMMVAULT SYSTEMS INC |
CVLT
|
437 475 |
0.2 |
2 669 |
| DROPBOX INC CL A |
DBX
|
436 518 |
0.2 |
16 828 |
| CIRRUS LOGIC INC |
CRUS
|
400 510 |
0.2 |
3 248 |
| SKYWORKS SOLUTIONS INC |
SWKS
|
389 758 |
0.2 |
3 931 |
| QUALYS INC |
QLYS
|
352 862 |
0.2 |
2 813 |
| VERIZON COMMUNICATIONS INC |
VZ
|
325 134 |
0.2 |
7 528 |
| DISNEY (WALT) CO |
DIS
|
309 507 |
0.2 |
3 259 |
| COMCAST CORP CL A |
CMCSA
|
297 945 |
0.2 |
7 099 |
| AT&T INC |
T
|
283 587 |
0.2 |
13 339 |
| T-MOBILE US INC |
TMUS
|
228 000 |
0.1 |
1 056 |
| CASH CF |
|
220 581 |
0.1 |
220 538 |
| PINTEREST INC CL A |
PINS
|
92 153 |
0.1 |
2 712 |
| US DOLLAR |
|
58 202 |
0.0 |
58 203 |
| NET OTHER ASSETS |
|
53 076 |
0.0 |
0 |
| UST BILLS 0% 11/21/24 |
B
|
10 946 |
0.0 |
11 000 |
| S&P500 EMINI FUT DEC24 ESZ4 |
ESZ4
|
10 454 |
0.0 |
50 |
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