Title	Industry	Share, %	P/BV	P/S	P/E	EV/Ebitda	Dividend yield
Super Micro Computer, Inc.	Technology	1.97075	0.9104	0.3332	4.12	4.2	0
Monolithic Power Systems, Inc.	Technology	1.73642	14.69	16.54	70.48	56.66	0.5813
AMD	Technology	1.71031	4.06	10	265.63	563.39	0
NVIDIA	Technology	1.67323	36.25	25.57	52.35	43.89	0.0221
Builders FirstSource, Inc.	Industrials	1.54343	4.56	1.26	14	9.22	0
Broadcom	Technology	1.53091	14.97	10.03	25.51	18.48	1.39
Tesla	Industrials	1.50736	13.84	9.09	58.68	58.73	0
Teradyne	Technology	1.48109	7	6.61	39.41	27.8	0.3803
Caesars Entertainment, Inc.	Consumer Discretionary	1.33283	2.14	0.8773	12.87	8.91	0
Arista Networks	Technology	1.33063	10.47	12.89	36.2	31.91	0
Albemarle	Materials	1.32215	1.83	1.84	11.23	31.44	1.39
KLA	Technology	1.30424	32.1	11.04	39.15	26.74	0.7982
CrowdStrike Holdings, Inc.	Technology	1.28763	31.41	24.03	821.92	455.73	0
Applied Materials	Technology	1.28495	6.77	4.18	16.15	13.01	0.6956
Lam Research Corporation	Technology	1.27994	1.58	0.9072	3.53	2.68	8.73
Enphase Energy, Inc.	Technology	1.26702	19.52	8.38	43.74	45.34	0
Carnival	Consumer Discretionary	1.25835	2.68	0.8545	5.99	10.69	0
ON Semiconductor Corporation	Technology	1.25619	4.81	4.55	17.19	15.13	0
Norwegian Cruise Line	Consumer Discretionary	1.23414	29.77	1.05	53.88	93.03	0
Align Technology, Inc.	Healthcare	1.19726	5.73	5.39	46.77	31.05	0
Meta (Facebook)	Technology	1.17418	6.07	6.89	23.76	16.18	0.1867
United Rentals	Industrials	1.16971	4.82	2.74	16.17	7.74	0.9587
QUALCOMM	Technology	1.13306	5.76	3.47	17.19	13.68	1.98
Microchip Technology	Technology	1.11482	7.21	6.29	25.19	15.67	1.95
Cadence Design Systems	Technology	1.09332	22.1	18.39	72.26	53.03	0
Micron Technology, Inc.	Technology	1.08121	2.45	4.4	142.14	89.81	0.4911
Western Digital	Technology	1.07712	2.27	1.89	10.02	30.05	0
Blackstone Group	Financials	1.07474	5.46	12.85	70.98	30.92	2.88
NXP Semiconductors N.V.	Technology	1.04884	6.68	4.51	21.39	14.04	1.66
Generac Holdings Inc.	Industrials	1.04684	3.4	1.99	39.36	16.95	0
Synopsys	Technology	1.04352	11.57	12.24	58.16	42.38	0
Oracle	Technology	1.04207	37.56	6.55	33.15	19.41	1.26
Boston Properties	Real Estate	1.03799	1.36	3.4	58.57	14.02	6.05
Quanta	Industrials	1.03648	5.07	1.53	42.78	20.04	0.1345
KKR & Co. Inc.	Financials	1.02801	1.28	5.21	20.01	18.63	0.6841
Carrier Global	Industrials	1.02339	5.44	2.22	34.03	23.37	1.22
First Solar	Technology	1.01881	2.74	5.51	22.02	13.44	0
Uber	Technology	1.0001	10.22	3.48	68.71	61.29	0
ServiceNow	Technology	0.99126	18.8	15.99	82.85	111.64	0
Amazon	Consumer Discretionary	0.98019	7.97	2.8	52.91	19.55	0
Airbnb	Telecom	0.97563	11.25	9.26	19.16	39.15	0
Eaton	Financials	0.97012	5.02	4.13	29.74	27.52	1.23
PayPal Holdings	Financials	0.96644	3.25	2.3	16.12	10.55	0
PulteGroup	Consumer Discretionary	0.94592	2.42	1.44	8.71	-18.76	0.6392
Vistra Corp.	Utilities	0.93865	2.68	0.9652	9.55	5.61	1.22
Jabil Inc.	Technology	0.93801	5.33	0.4678	9.73	6.49	0.2633
Hubbell Incorporated	Industrials	0.93468	6.09	3.28	23.17	18.83	1.29
Analog Devices	Technology	0.93233	2.22	6.41	23.79	13.42	1.66
Constellation Energy Corporation	Utilities	0.93138	3.38	1.8	23.47	12.79	0.7054
Insulet Corporation	Healthcare	0.93082	21.73	9.38	77.16	75.98	0
Autodesk	Technology	0.92731	29.86	10.08	61.15	45.99	0
Keysight Technologies	Technology	0.92542	4.61	3.92	20.28	12.74	0
Royal Caribbean Cruises	Consumer Discretionary	0.91948	7.41	2.61	21.38	13.34	0.2044
American Airlines	Industrials	0.91819	-1.98	0.1951	12.53	7.82	0
United Continental Holdings	Consumer Discretionary	0.9049	1.51	0.2629	5.39	5.72	0
Dayforce Inc	Technology	0.89932	4.43	7.01	193.67	42.65	0
Skyworks	Technology	0.8986	2.58	3.28	15.95	9.1	2.65
Zebra Technologies Corporation	Technology	0.89479	4.59	3.03	47.07	20.89	0
Parker-Hannifin	Industrials	0.88739	5.5	3.33	23.37	15.88	1.15
Salesforce	Technology	0.88514	4.75	8.13	68.49	24.38	0.2883
Palo Alto Networks	Technology	0.87753	22.05	14.2	44.23	118.6	0
Qorvo	Technology	0.86423	3.12	2.94	98.39	17.69	0
Intuit	Technology	0.85826	9.8	11.1	60.99	39.57	0.5563
D.R. Horton	Consumer Discretionary	0.85457	1.6	1.05	7.82	6.19	0.7481
Mohawk Industries	Consumer Discretionary	0.85354	0.8603	0.5895	247.65	-31.53	0
Lennar Corporation	Consumer Discretionary	0.84934	1.35	1.05	9.12	5.88	1.15
Freeport-McMoRan Inc.	Materials	0.84346	2.24	2.69	33.09	8.02	0.1287
Alexandria Real Estate	Real Estate	0.84053	0.9651	7.57	210.67	15.09	4.17
Equifax	Industrials	0.83788	6.45	5.74	55.41	23.12	0.615
IDEXX	Healthcare	0.83738	31.34	12.71	55.06	42.86	0
Intel	Technology	0.83679	1.84	3.73	119.7	2627.69	1.68
KeyCorp	Financials	0.83211	0.9106	1.28	13.78	11677.71	5.62
AES	Utilities	0.82381	1.83	1.07	54.62	-205.76	3.98
Fair Isaac Corporation	Technology	0.82308	-32.81	14.92	52.58	37.22	0
Charles River Laboratories International	Healthcare	0.82122	3.32	2.94	25.61	14.48	0
Intuitive Surgical	Healthcare	0.8122	8.97	16.87	66.84	53.7	0
Booking Holdings	Financials	0.81082	-47.07	6.05	30.11	20.3	0.4361
General Electric	Industrials	0.81014	4.87	2.05	14.69	17.11	0.3173
Rockwell	Industrials	0.80723	8.78	3.63	25.73	18.72	1.78
Lamb Weston Holdings	Consumer Staples	0.80607	7.27	2.01	17.9	11.9	1.56
Adobe	Technology	0.79611	17.21	14.65	52.37	36.2	0
ResMed	Healthcare	0.79351	5.53	5.74	26.33	17.2	0.9962
ANSYS	Technology	0.79317	5.8	13.78	62.51	40.2	0
Deckers Outdoor Corporation	Consumer Discretionary	0.78997	11.53	5.67	31.98	22.2	0
Lululemon Athletica	Consumer Discretionary	0.78454	14.47	6.37	39.51	23.35	0
Invesco	Financials	0.7832	0.5058	1.41	9.29	-33.88	5.08
CarMax	Consumer Discretionary	0.77824	1.93	0.4423	24.49	195.89	0
Google Alphabet	Technology	0.7741	6.41	5.91	24.6	18.2	0.1761
Texas Instruments	Technology	0.76664	9.12	8.8	23.67	19.11	2.91
Amphenol	Financials	0.75983	7.29	4.89	31.87	25.12	0.7527
MGM Resorts International	Consumer Discretionary	0.75422	3.64	0.9846	13.93	18.55	0
Aptiv	Consumer Staples	0.75305	2.13	1.26	8.66	19.45	0
T. Rowe Price	Financials	0.75067	2.36	3.75	13.86	10.08	4.38
Warner Bros. Discovery, Inc.	Communication Services	0.74593	0.5908	0.6642	6.91	9.55	0
IQVIA Holdings Inc.	Healthcare	0.74496	6.99	2.85	31.47	17.33	0
ETSY	Consumer Discretionary	0.72552	-21.9	4.33	38.71	28.15	0
Copart	Consumer Discretionary	0.70901	6.59	11.75	36.55	27.45	0
Martin Marietta Materials	Materials	0.68441	3.84	4.55	26.37	16.29	0.5366
Bath & Body Works, Inc.	Consumer Staples	0.68061	-6.1	1.34	11.3	9.28	2.2
Epam	Technology	0.64621	5.05	3.74	42.03	25.31	0