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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F COMBINATION REPORT

VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.

Quarter ended Q2 2023 · Filed May 8, 2023 · Accession 0001021642-23-000002

Total Value
$8.1M
Positions
721
Other Managers
9
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1WHEATON PRECIOUS METALS CORPWPM3,373,210$162,4542.04%
2MICROSOFT CORPMSFT563,402$162,4292.04%
3MOTOROLA SOLUTIONS INCMSI461,112$131,9381.65%
4NEXTERA ENERGY INCNEE-PW1,700,781$131,0961.64%
5SALESFORCE.COM INCCRM642,738$128,4061.61%
6CLOROX COCLX780,455$123,4991.55%
7SHERWIN WILLIAMSSHW546,649$122,8701.54%
8INTERCONTINENTAL EXCHANGE INC45866F1041,164,186$121,4131.52%
9DANAHER CORP235851102454,104$114,4521.43%
10DOLLAR GENERAL CORP256677105535,057$112,6081.41%
11MCCORMICK & CO NON VTGMKC-V1,334,590$111,0511.39%
12AMAZON.COM INCAMZN1,008,765$104,1951.31%
13AON PLCAON283,325$89,3301.12%
14VERTEX PHARMACEUTICALS INCVRTX281,595$88,7221.11%
15ALPHABET INC-CL AGOOG827,590$85,8461.08%
16JOHNSON & JOHNSONJNJ543,285$84,2091.06%
17UNION PACIFICUNP399,908$80,4851.01%
18COGENT COMMUNICATIONS HOLDINGSCCOI1,251,060$79,7181.00%
19KOSMOS ENERGY LTDKOS10,437,070$77,6520.97%
20NVIDIA CORPNVDA277,464$77,0710.97%
21SAIA INCSAIA282,503$76,8630.96%
22BERKSHIRE HATHAWAY INC CL BBRK-A217,355$67,1130.84%
23INSIGHT ENTERPRISES INCNSIT462,130$66,0660.83%
24VERISIGN INCVRSN286,162$60,4750.76%
25CHEMED CORPCHE110,105$59,2090.74%
26PROLOGIS INCPLDGP469,664$58,6000.73%
27WHEATON PRECIOUS METALS CORPWPM1,214,180$58,4750.73%
28MICROSOFT CORPMSFT195,350$56,3190.71%
29ELEMENT SOLUTIONS INCESI2,831,062$54,6680.69%
30VERISK ANALYTICS INCVRSK283,670$54,4250.68%
31MONOLITHIC POWER SYSTEMS INC60983910597,423$48,7640.61%
32WNS HOLDINGS LTD-ADR92932M101510,371$47,5510.60%
33NEXTERA ENERGY INCNEE-PW604,105$46,5640.58%
34SALESFORCE.COM INCCRM227,830$45,5160.57%
35ENTEGRIS INCENTG551,520$45,2300.57%
36MOTOROLA SOLUTIONS INCMSI156,605$44,8090.56%
37CLOROX COCLX276,555$43,7620.55%
38SHERWIN WILLIAMSSHW193,830$43,5670.55%
39INTERCONTINENTAL EXCHANGE INC45866F104413,100$43,0820.54%
40GATX CORPGATX382,560$42,0890.53%
41REPUBLIC SERVICES INC760759100310,160$41,9400.53%
42CBOE HOLDINGS INC12503M108306,944$41,2040.52%
43DANAHER CORP235851102162,890$41,0550.51%
44DOLLAR GENERAL CORP256677105189,825$39,9510.50%
45WILLSCOT MOBILE MINI HOLDINGSWSC850,470$39,8700.50%
46MCCORMICK & CO NON VTGMKC-V473,460$39,3970.49%
47RAMBUS INCRMBS758,345$38,8730.49%
48AMAZON.COM INCAMZN357,709$36,9480.46%
49MOTOROLA SOLUTIONS INCMSI127,710$36,5420.46%
50UNIVAR INC91336L107985,097$34,5080.43%
51FABRINETFN280,188$33,2750.42%
52NEXSTAR MEDIA GROUP INCNXST191,975$33,1460.42%
53INSTALLED BUILDING PRODUCTS45780R101289,360$32,9960.41%
54ALAMO GROUP INCALG177,996$32,7800.41%
55FACTSET RESEARCH SYSTEMS INC30307510578,330$32,5140.41%
56FRANKLIN ELECTRIC CO INCFELE344,405$32,4090.41%
57INTERNATIONAL GAME TECHNOLOGINTR1,198,802$32,1280.40%
58AON PLCAON100,485$31,6820.40%
59PERFORMANCE FOOD GROUP COPFGC524,827$31,6680.40%
60VERTEX PHARMACEUTICALS INCVRTX100,495$31,6630.40%
61KOSMOS ENERGY LTDKOS4,234,828$31,5070.39%
62ASGN INCASGN380,553$31,4600.39%
63MOTOROLA SOLUTIONS INCMSI109,906$31,4470.39%
64ALPHABET INC-CL AGOOG293,305$30,4250.38%
65WHEATON PRECIOUS METALS CORPWPM620,565$29,8860.37%
66LANDSTAR SYSTEM INCLSTR166,065$29,7690.37%
67AMERISOURCEBERGEN CORPCOR184,470$29,5350.37%
68NATIONAL STORAGE AFFILIATESNSA-PB695,465$29,0570.36%
69JOHNSON & JOHNSONJNJ186,755$28,9470.36%
70MICROSOFT CORPMSFT99,854$28,7880.36%
71UNION PACIFICUNP142,070$28,5930.36%
72STAG INDUSTRIAL INC85254J102839,800$28,4020.36%
73COGENT COMMUNICATIONS HOLDINGSCCOI444,350$28,3140.35%
74NVIDIA CORPNVDA98,450$27,3460.34%
75MAXIMUS INCMMS336,955$26,5180.33%
76EXLSERVICE HOLDINGS INCEXLS161,142$26,0780.33%
77ALLSTATE CORPALL-PJ234,550$25,9900.33%
78KIRBY CORPKEX372,510$25,9640.33%
79AVANTOR INCAVTR1,203,449$25,4410.32%
80SPIRE INCSRJN359,175$25,1930.32%
81CHEMOURS CO/THECC840,977$25,1790.32%
82KFORCE INCKFRC393,340$24,8750.31%
83ADVANCED ENERGY INDS007973100252,460$24,7410.31%
84TYLER TECHNOLOGIES INCTYL69,495$24,6460.31%
85SELECTIVE INSURANCE GROUP816300107257,848$24,5810.31%
86AMETEK INCAME167,985$24,4130.31%
87CORE & MAIN INC-CLASS ACNM1,051,995$24,3010.30%
88BERKSHIRE HATHAWAY INC CL BBRK-A77,645$23,9740.30%
89CACI INTERNATIONAL INC CL A12719030480,915$23,9730.30%
90NEXTERA ENERGY INCNEE-PW308,877$23,8080.30%
91FIRST AMERICAN FINL CORP31847R102424,690$23,6380.30%
92NASDAQ INCNDAQ429,720$23,4930.29%
93BEACON ROOFING SUPPLY INC073685109396,100$23,3100.29%
94WATTS WATER TECHNOLOGIES-AWTS138,300$23,2790.29%
95SALESFORCE.COM INCCRM116,430$23,2600.29%
96ISHARES RUSSELL MIDCAP VALUE INDEX FUND464287473218,835$23,2400.29%
97CAPRI HOLDINGS LTDCPRI487,266$22,9020.29%
98GALLAGHER A J363576109119,250$22,8140.29%
99CHURCH & DWIGHT CO INCCHD254,725$22,5200.28%
100CLOROX COCLX141,356$22,3680.28%
101SHERWIN WILLIAMSSHW99,061$22,2660.28%
102MKS INSTRUMENTS INCMKSI251,159$22,2580.28%
103INSIGHT ENTERPRISES INCNSIT154,280$22,0560.28%
104INTERCONTINENTAL EXCHANGE INC45866F104211,069$22,0120.28%
105VERISIGN INCVRSN101,515$21,4530.27%
106VIRTU FINANCIAL INC-CLASS A9282541011,134,060$21,4340.27%
107FEDERAL SIGNAL CORPFSS393,572$21,3360.27%
108AMEREN CORPORATIONAEE244,595$21,1310.26%
109SOUTHWEST GAS HOLDINGS INCSWX337,359$21,0680.26%
110CHEMED CORPCHE39,085$21,0180.26%
111ALLIANT ENERGY CORPLNT393,295$21,0020.26%
112DANAHER CORP23585110283,250$20,9820.26%
113EVERGY INCEVRG343,025$20,9660.26%
114CMS ENERGY CORPCMS-PC340,570$20,9040.26%
115PROLOGIS INCPLDGP166,445$20,7670.26%
116FMC CORP NEWFMC168,755$20,6100.26%
117DOLLAR GENERAL CORP25667710596,998$20,4140.26%
118IQIVA HOLDINGS INCIQV101,297$20,1470.25%
119MCCORMICK & CO NON VTGMKC-V241,847$20,1240.25%
120EVERI HOLDINGS INCEVEX-WT1,168,105$20,0330.25%
121NVENT ELECTRIC PLCNVT462,920$19,8780.25%
122VERISK ANALYTICS INCVRSK101,310$19,4370.24%
123VISTRA CORPVST802,945$19,2710.24%
124OTIS WORLDWIDE CORPOTIS226,160$19,0880.24%
125AMAZON.COM INCAMZN182,826$18,8840.24%
126ICHOR HOLDINGS LTDICHR560,355$18,3460.23%
127ELEMENT SOLUTIONS INCESI939,420$18,1400.23%
128SAIA INCSAIA64,735$17,6130.22%
129TENET HEALTHCARE CORPTHC294,890$17,5220.22%
130REINSURANCE GRP OF AMERI-A759351604131,045$17,3980.22%
131CBOE HOLDINGS INC12503M108125,075$16,7900.21%
132MONOLITHIC POWER SYSTEMS INC60983910533,485$16,7610.21%
133AON PLCAON51,350$16,1900.20%
134VERTEX PHARMACEUTICALS INCVRTX51,350$16,1790.20%
135BRIGHTSPHERE INVESTMENT GROUP PLCAAMI684,921$16,1500.20%
136TEGNA INC87901J105949,565$16,0570.20%
137ENTEGRIS INCENTG195,347$16,0200.20%
138ULTRA CLEAN HOLDINGSUCTT482,535$16,0010.20%
139VULCAN MATERIALS CO92916010991,675$15,7280.20%
140BALLYS INCBALL799,250$15,6010.20%
141ADVANCED DRAINAGE SYSTEMS IN00790R104184,800$15,5620.20%
142ALPHABET INC-CL AGOOG149,933$15,5530.19%
143RITHM CAPITAL CORPRITM-PF1,941,580$15,5330.19%
144COOPER COMPANIES INC21664840241,320$15,4270.19%
145WNS HOLDINGS LTD-ADR92932M101164,380$15,3150.19%
146WATSCO INCWSO-B47,410$15,0840.19%
147RUSH ENTERPRISES INC CL ARUSHB274,962$15,0130.19%
148GATX CORPGATX134,825$14,8330.19%
149JOHNSON & JOHNSONJNJ95,431$14,7920.19%
150ARAMARK HOLDINGS CORPARMK413,020$14,7860.19%
151MOELIS & CO - CLASS AMC382,467$14,7020.18%
152UNION PACIFICUNP72,610$14,6130.18%
153COGENT COMMUNICATIONS HOLDINGSCCOI227,157$14,4740.18%
154ARTISAN PARTNERS ASSET MGMT CL A04316A108449,715$14,3820.18%
155HOLOGIC INCHOLX176,380$14,2340.18%
156CDW CORP/DECDW72,835$14,1950.18%
157NVIDIA CORPNVDA50,307$13,9740.18%
158PDC ENERGY INC69327R101217,715$13,9730.18%
159KOSMOS ENERGY LTDKOS1,855,440$13,8040.17%
160MERITAGE CORPMTH117,060$13,6680.17%
161RAMBUS INCRMBS257,390$13,1940.17%
162SAIA INCSAIA48,023$13,0660.16%
163DIAMONDBACK ENERGY INCFANG96,610$13,0590.16%
164WHEATON PRECIOUS METALS CORPWPM259,295$12,4880.16%
165CROWN CORK & SEAL CO INCCCK148,370$12,2720.15%
166BERKSHIRE HATHAWAY INC CL BBRK-A39,381$12,1600.15%
167WOLVERINE WORLD WIDE INCWWW711,995$12,1400.15%
168MICROSOFT CORPMSFT41,715$12,0260.15%
169REPUBLIC SERVICES INC76075910088,192$11,9250.15%
170CBOE HOLDINGS INC12503M10888,080$11,8240.15%
171FACTSET RESEARCH SYSTEMS INC30307510528,365$11,7740.15%
172MARAVAI LIFESCIENCES HLDGS-AMARA826,055$11,5730.15%
173ISHARES RUSSELL 2000 VALUE INDEX FUND46428763084,215$11,5390.14%
174PATTERSON-UTI ENERGY INCPTEN983,330$11,5050.14%
175UNIVAR INC91336L107328,410$11,5040.14%
176RHRH46,855$11,4120.14%
177FRANKLIN ELECTRIC CO INCFELE120,870$11,3740.14%
178WILLSCOT MOBILE MINI HOLDINGSWSC241,807$11,3360.14%
179INTERNATIONAL GAME TECHNOLOGINTR418,488$11,2150.14%
180FABRINETFN93,999$11,1630.14%
181AXON ENTERPRISE INCAXON48,910$10,9970.14%
182VERISIGN INCVRSN51,865$10,9610.14%
183INSTALLED BUILDING PRODUCTS45780R10196,115$10,9600.14%
184SKYLINE CHAMPION CORPSKY145,480$10,9440.14%
185ALAMO GROUP INCALG59,310$10,9230.14%
186REPUBLIC SERVICES INC76075910079,966$10,8130.14%
187PERFORMANCE FOOD GROUP COPFGC178,530$10,7730.14%
188CHEMED CORPCHE19,965$10,7360.13%
189ASGN INCASGN128,555$10,6280.13%
190PROLOGIS INCPLDGP85,063$10,6130.13%
191LANDSTAR SYSTEM INCLSTR58,295$10,4500.13%
192PIONEER NAT72378710750,635$10,3420.13%
193WILLSCOT MOBILE MINI HOLDINGSWSC219,276$10,2800.13%
194COTY INC-CL ACOTY840,508$10,1370.13%
195ALLEGION PLCALLE94,955$10,1350.13%
196NEXTERA ENERGY INCNEE-PW129,055$9,9480.12%
197VERISK ANALYTICS INCVRSK51,440$9,8690.12%
198SALESFORCE.COM INCCRM48,650$9,7190.12%
199GALLAGHER A J36357610950,652$9,6900.12%
200SAIA INCSAIA35,445$9,6440.12%
201NATIONAL STORAGE AFFILIATESNSA-PB230,165$9,6160.12%
202PERFORMANCE FOOD GROUP COPFGC158,975$9,5930.12%
203KEYSIGHT TECHNOLOGIES INKEYS59,350$9,5840.12%
204STAG INDUSTRIAL INC85254J102281,890$9,5340.12%
205NEXSTAR MEDIA GROUP INCNXST54,621$9,4310.12%
206INSIGHT ENTERPRISES INCNSIT65,860$9,4150.12%
207ENTEGRIS INCENTG114,586$9,3970.12%
208CLOROX COCLX59,055$9,3450.12%
209CBOE HOLDINGS INC12503M10869,534$9,3340.12%
210SHERWIN WILLIAMSSHW41,390$9,3030.12%
211MOTOROLA SOLUTIONS INCMSI32,180$9,2080.12%
212INTERCONTINENTAL EXCHANGE INC45866F10488,200$9,1980.12%
213TYLER TECHNOLOGIES INCTYL25,230$8,9480.11%
214AGILENT TECHNOLOGIES INCA64,200$8,8810.11%
215SPIRE INCSRJN126,375$8,8640.11%
216DANAHER CORP23585110234,780$8,7660.11%
217CHEMOURS CO/THECC290,180$8,6880.11%
218ADVANCED ENERGY INDS00797310088,615$8,6840.11%
219KIRBY CORPKEX124,045$8,6460.11%
220UNITED COMMUNITY BANKS/GAUNTCW306,900$8,6300.11%
221MONOLITHIC POWER SYSTEMS INC60983910517,118$8,5680.11%
222NEXSTAR MEDIA GROUP INCNXST49,566$8,5580.11%
223DOLLAR GENERAL CORP25667710540,525$8,5290.11%
224EQUIFAX INCEFX41,600$8,4380.11%
225MCCORMICK & CO NON VTGMKC-V101,095$8,4120.11%
226FACTSET RESEARCH SYSTEMS INC30307510520,234$8,3990.11%
227AMERISOURCEBERGEN CORPCOR52,446$8,3970.11%
228FIRST AMERICAN FINL CORP31847R102148,990$8,2930.10%
229AVANTOR INCAVTR390,200$8,2490.10%
230KFORCE INCKFRC130,125$8,2290.10%
231BEACON ROOFING SUPPLY INC073685109139,045$8,1830.10%
232GRAND CANYON EDUCATION INCLOPE71,690$8,1650.10%
233EVERI HOLDINGS INCEVEX-WT475,455$8,1540.10%
234CORE & MAIN INC-CLASS ACNM349,445$8,0720.10%
235CACI INTERNATIONAL INC CL A12719030427,233$8,0690.10%
236EXLSERVICE HOLDINGS INCEXLS49,575$8,0230.10%
237SELECTIVE INSURANCE GROUP81630010783,780$7,9870.10%
238WATTS WATER TECHNOLOGIES-AWTS47,005$7,9120.10%
239AMAZON.COM INCAMZN76,390$7,8900.10%
240OLD NATL BANCORP680033107546,675$7,8830.10%
241SCHWEITZER-MAUDUIT INTLMATV365,100$7,8390.10%
242ELEMENT SOLUTIONS INCESI401,555$7,7540.10%
243HUBBELL INC CL BHUBB31,615$7,6920.10%
244FMC CORP NEWFMC62,728$7,6610.10%
245AMERISOURCEBERGEN CORPCOR47,561$7,6150.10%
246AVANTOR INCAVTR359,860$7,6070.10%
247MKS INSTRUMENTS INCMKSI85,400$7,5680.09%
248CAPRI HOLDINGS LTDCPRI160,755$7,5550.09%
249MAXIMUS INCMMS95,625$7,5260.09%
250FEDERAL SIGNAL CORPFSS138,570$7,5120.09%
251UNITED BANKSHARES INCUNTCW211,015$7,4280.09%
252SOUTHWEST GAS HOLDINGS INCSWX118,660$7,4100.09%
253ALLSTATE CORPALL-PJ66,682$7,3890.09%
254SS&C TECHNOLOGIES HOLDINGSSSNC127,724$7,2130.09%
255PENNYMAC MORTGAGE INVESTMENT70931T103579,240$7,1420.09%
256VIRTU FINANCIAL INC-CLASS A928254101375,430$7,0960.09%
257PERFORMANCE FOOD GROUP COPFGC117,578$7,0950.09%
258TENET HEALTHCARE CORPTHC117,940$7,0080.09%
259AMETEK INCAME47,694$6,9310.09%
260BANK OF NT BUTTERFIELD & SONG0772R208255,375$6,8950.09%
261OVINTIV INCOVV190,610$6,8770.09%
262MAXIMUS INCMMS86,754$6,8280.09%
263AON PLCAON21,455$6,7650.08%
264VERTEX PHARMACEUTICALS INCVRTX21,455$6,7600.08%
265ALLSTATE CORPALL-PJ60,550$6,7100.08%
266NASDAQ INCNDAQ121,908$6,6650.08%
267ANTERO RESOURCES CORPAR285,350$6,5890.08%
268SS&C TECHNOLOGIES HOLDINGSSSNC115,926$6,5460.08%
269WNS HOLDINGS LTD-ADR92932M10170,080$6,5290.08%
270ALPHABET INC-CL AGOOG62,630$6,4970.08%
271ICHOR HOLDINGS LTDICHR196,745$6,4410.08%
272TYLER TECHNOLOGIES INCTYL17,915$6,3530.08%
273GATX CORPGATX57,475$6,3230.08%
274AMETEK INCAME43,305$6,2940.08%
275CHURCH & DWIGHT CO INCCHD71,105$6,2860.08%
276CACI INTERNATIONAL INC CL A12719030420,887$6,1880.08%
277JOHNSON & JOHNSONJNJ39,875$6,1810.08%
278UNION PACIFICUNP30,340$6,1060.08%
279NASDAQ INCNDAQ110,640$6,0490.08%
280COGENT COMMUNICATIONS HOLDINGSCCOI94,920$6,0480.08%
281WHEATON PRECIOUS METALS CORPWPM124,920$6,0160.08%
282AMEREN CORPORATIONAEE69,549$6,0080.08%
283ALLIANT ENERGY CORPLNT111,812$5,9710.07%
284EVERGY INCEVRG97,523$5,9610.07%
285WHEATON PRECIOUS METALS CORPWPM123,490$5,9470.07%
286CMS ENERGY CORPCMS-PC96,828$5,9430.07%
287GALLAGHER A J36357610930,704$5,8740.07%
288NVIDIA CORPNVDA21,020$5,8390.07%
289BALLYS INCBALL298,705$5,8310.07%
290CHURCH & DWIGHT CO INCCHD65,807$5,8180.07%
291GRAY TELEVISION INCGTN-A665,205$5,8010.07%
292MICROSOFT CORPMSFT20,100$5,7950.07%
293KOSMOS ENERGY LTDKOS775,615$5,7710.07%
294MICROSOFT CORPMSFT19,865$5,7270.07%
295IQIVA HOLDINGS INCIQV28,733$5,7150.07%
296DIAMONDBACK ENERGY INCFANG42,027$5,6810.07%
297TEGNA INC87901J105335,090$5,6660.07%
298NVENT ELECTRIC PLCNVT131,612$5,6510.07%
299AXALTA COATING SYSTEMS LTDAXTA186,500$5,6490.07%
300RAMBUS INCRMBS109,730$5,6250.07%
301ULTRA CLEAN HOLDINGSUCTT169,495$5,6200.07%
302ANALOG DEVICES INCADI28,435$5,6080.07%
303ADVANCED DRAINAGE SYSTEMS IN00790R10465,720$5,5340.07%
304VISTRA CORPVST228,282$5,4790.07%
305AMEREN CORPORATIONAEE63,062$5,4480.07%
306OTIS WORLDWIDE CORPOTIS64,180$5,4170.07%
307ALLIANT ENERGY CORPLNT101,400$5,4150.07%
308EVERGY INCEVRG88,438$5,4050.07%
309CMS ENERGY CORPCMS-PC87,806$5,3900.07%
310AVANTOR INCAVTR253,244$5,3540.07%
311LYONDELLBASELL INDU-CL ALYB56,880$5,3400.07%
312WATSCO INCWSO-B16,720$5,3200.07%
313FMC CORP NEWFMC43,449$5,3060.07%
314NATIXIS VAUGHAN NELSON SELECT63875W208193,049$5,2930.07%
315RUSH ENTERPRISES INC CL ARUSHB96,510$5,2690.07%
316SKECHERS USA INC830566105110,715$5,2610.07%
317ENTEGRIS INCENTG64,100$5,2570.07%
318MOELIS & CO - CLASS AMC135,495$5,2080.07%
319IQIVA HOLDINGS INCIQV26,103$5,1920.07%
320NVENT ELECTRIC PLCNVT119,353$5,1250.06%
321AVERY DENNISON CORPAVY28,440$5,0890.06%
322BERKSHIRE HATHAWAY INC CL BBRK-A16,420$5,0700.06%
323ARTISAN PARTNERS ASSET MGMT CL A04316A108157,995$5,0530.06%
324CONSTELLIUM SECSTM328,865$5,0250.06%
325RAYMOND JAMES FINANCIAL INC75473010953,287$4,9700.06%
326VISTRA CORPVST207,018$4,9680.06%
327THE AZEK CO INC05478C105210,505$4,9550.06%
328REINSURANCE GRP OF AMERI-A75935160437,242$4,9440.06%
329PDC ENERGY INC69327R10176,600$4,9160.06%
330OTIS WORLDWIDE CORPOTIS58,228$4,9140.06%
331UNIVAR INC91336L107140,000$4,9040.06%
332FRANKLIN ELECTRIC CO INCFELE51,740$4,8690.06%
333MERITAGE CORPMTH41,185$4,8090.06%
334INTERNATIONAL GAME TECHNOLOGINTR179,134$4,8010.06%
335NEXTERA ENERGY INCNEE-PW62,170$4,7920.06%
336FABRINETFN40,190$4,7730.06%
337NEXTERA ENERGY INCNEE-PW61,460$4,7370.06%
338INSTALLED BUILDING PRODUCTS45780R10141,140$4,6910.06%
339SALESFORCE.COM INCCRM23,440$4,6830.06%
340ALAMO GROUP INCALG25,385$4,6750.06%
341SALESFORCE.COM INCCRM23,170$4,6290.06%
342BRIGHTSPHERE INVESTMENT GROUP PLCAAMI194,362$4,5830.06%
343VERISIGN INCVRSN21,670$4,5800.06%
344ASGN INCASGN55,010$4,5480.06%
345CLOROX COCLX28,450$4,5020.06%
346REINSURANCE GRP OF AMERI-A75935160433,812$4,4890.06%
347CHEMED CORPCHE8,345$4,4880.06%
348SHERWIN WILLIAMSSHW19,940$4,4820.06%
349LANDSTAR SYSTEM INCLSTR24,940$4,4710.06%
350VULCAN MATERIALS CO92916010926,060$4,4710.06%
351CLOROX COCLX28,125$4,4500.06%
352MOTOROLA SOLUTIONS INCMSI15,505$4,4360.06%
353PROLOGIS INCPLDGP35,540$4,4340.06%
354INTERCONTINENTAL EXCHANGE INC45866F10442,490$4,4310.06%
355SHERWIN WILLIAMSSHW19,715$4,4310.06%
356MOTOROLA SOLUTIONS INCMSI15,325$4,3850.05%
357INTERCONTINENTAL EXCHANGE INC45866F10442,005$4,3810.05%
358COOPER COMPANIES INC21664840211,510$4,2970.05%
359WOLVERINE WORLD WIDE INCWWW251,265$4,2840.05%
360DANAHER CORP23585110216,755$4,2230.05%
361ARAMARK HOLDINGS CORPARMK117,429$4,2040.05%
362DANAHER CORP23585110216,565$4,1750.05%
363RITHM CAPITAL CORPRITM-PF520,804$4,1660.05%
364BRIGHTSPHERE INVESTMENT GROUP PLCAAMI176,345$4,1580.05%
365ABBVIE INCABBV25,925$4,1320.05%
366VERISK ANALYTICS INCVRSK21,445$4,1140.05%
367DOLLAR GENERAL CORP25667710519,525$4,1090.05%
368NATIONAL STORAGE AFFILIATESNSA-PB98,095$4,0980.05%
369EQUIFAX INCEFX20,040$4,0650.05%
370STAG INDUSTRIAL INC85254J102120,145$4,0630.05%
371DOLLAR GENERAL CORP25667710519,300$4,0620.05%
372VULCAN MATERIALS CO92916010923,637$4,0550.05%
373MCCORMICK & CO NON VTGMKC-V48,705$4,0530.05%
374PATTERSON-UTI ENERGY INCPTEN346,155$4,0500.05%
375HOLOGIC INCHOLX50,059$4,0400.05%
376CDW CORP/DECDW20,663$4,0270.05%
377RHRH16,460$4,0090.05%
378MCCORMICK & CO NON VTGMKC-V48,145$4,0060.05%
379RITHM CAPITAL CORPRITM-PF499,896$3,9990.05%
380COOPER COMPANIES INC21664840210,639$3,9720.05%
381MARAVAI LIFESCIENCES HLDGS-AMARA283,100$3,9660.05%
382COMSTOCK RESOURCES INCLODE365,440$3,9430.05%
383SKYLINE CHAMPION CORPSKY51,260$3,8560.05%
384MERCK & CO. INC.MRK36,200$3,8510.05%
385ARAMARK HOLDINGS CORPARMK106,608$3,8170.05%
386AMAZON.COM INCAMZN36,800$3,8010.05%
387SPIRE INCSRJN53,955$3,7840.05%
388AMAZON.COM INCAMZN36,380$3,7580.05%
389SAIA INCSAIA13,760$3,7440.05%
390CHEMOURS CO/THECC124,215$3,7190.05%
391ADVANCED ENERGY INDS00797310037,950$3,7190.05%
392BROADCOM INCAVGO5,780$3,7080.05%
393KIRBY CORPKEX53,100$3,7010.05%
394COCA-COLA CO/THEKO59,585$3,6960.05%
395HOLOGIC INCHOLX45,411$3,6650.05%
396CDW CORP/DECDW18,745$3,6530.05%
397EXLSERVICE HOLDINGS INCEXLS22,340$3,6150.05%
398JP MORGAN CHASE & COVYLD27,665$3,6050.05%
399MONOLITHIC POWER SYSTEMS INC6098391057,150$3,5790.04%
400COTY INC-CL ACOTY295,980$3,5700.04%
401FIRST AMERICAN FINL CORP31847R10263,785$3,5500.04%
402CISCO SYSTEMS INCCSCO67,815$3,5450.04%
403KFORCE INCKFRC55,480$3,5090.04%
404BEACON ROOFING SUPPLY INC07368510959,500$3,5020.04%
405CROWN CORK & SEAL CO INCCCK42,098$3,4820.04%
406EVERI HOLDINGS INCEVEX-WT202,955$3,4810.04%
407CORE & MAIN INC-CLASS ACNM149,165$3,4460.04%
408SELECTIVE INSURANCE GROUP81630010735,825$3,4150.04%
409DIAMONDBACK ENERGY INCFANG24,958$3,3740.04%
410WATTS WATER TECHNOLOGIES-AWTS20,040$3,3730.04%
411UNITED PARCEL SERVICE CL BUPS17,345$3,3650.04%
412ENTEGRIS INCENTG40,960$3,3590.04%
413MORGAN STANLEYMS-PQ37,400$3,2840.04%
414AON PLCAON10,335$3,2590.04%
415VERTEX PHARMACEUTICALS INCVRTX10,335$3,2560.04%
416MKS INSTRUMENTS INCMKSI36,510$3,2360.04%
417AON PLCAON10,220$3,2220.04%
418VERTEX PHARMACEUTICALS INCVRTX10,220$3,2200.04%
419CAPRI HOLDINGS LTDCPRI68,515$3,2200.04%
420FEDERAL SIGNAL CORPFSS59,155$3,2070.04%
421BROWN & BROWN INCBRO55,295$3,1750.04%
422SOUTHWEST GAS HOLDINGS INCSWX50,655$3,1630.04%
423CROWN CORK & SEAL CO INCCCK38,199$3,1590.04%
424PFIZER INCPFE77,190$3,1490.04%
425ALPHABET INC-CL AGOOG30,175$3,1300.04%
426AXON ENTERPRISE INCAXON13,918$3,1290.04%
427SCHWEITZER-MAUDUIT INTLMATV144,760$3,1080.04%
428ALPHABET INC-CL AGOOG29,825$3,0940.04%
429UNITED COMMUNITY BANKS/GAUNTCW108,280$3,0450.04%
430VIRTU FINANCIAL INC-CLASS A928254101160,060$3,0250.04%
431DUKE ENERGY CORPDUKB31,085$2,9990.04%
432TENET HEALTHCARE CORPTHC50,275$2,9870.04%
433JOHNSON & JOHNSONJNJ19,210$2,9780.04%
434PIONEER NAT72378710714,425$2,9460.04%
435JOHNSON & JOHNSONJNJ18,990$2,9430.04%
436UNION PACIFICUNP14,615$2,9410.04%
437COGENT COMMUNICATIONS HOLDINGSCCOI45,730$2,9140.04%
438UNION PACIFICUNP14,450$2,9080.04%
439COGENT COMMUNICATIONS HOLDINGSCCOI45,205$2,8800.04%
440ALLEGION PLCALLE26,986$2,8800.04%
441AXON ENTERPRISE INCAXON12,635$2,8410.04%
442NVIDIA CORPNVDA10,125$2,8120.04%
443OLD NATL BANCORP680033107192,870$2,7810.03%
444KOSMOS ENERGY LTDKOS373,660$2,7800.03%
445NVIDIA CORPNVDA10,010$2,7800.03%
446ARES MANAGEMENT CORP - AARES-PB33,190$2,7690.03%
447ICHOR HOLDINGS LTDICHR84,210$2,7570.03%
448KOSMOS ENERGY LTDKOS369,380$2,7480.03%
449KEYSIGHT TECHNOLOGIES INKEYS16,829$2,7180.03%
450PIONEER NAT72378710713,106$2,6770.03%
451CUMMINS INCCMI11,100$2,6520.03%
452OLD DOMINION FREIGHT LINEODFL7,740$2,6380.03%
453UNITED BANKSHARES INCUNTCW74,440$2,6200.03%
454ALLEGION PLCALLE24,493$2,6140.03%
455PENNYMAC MORTGAGE INVESTMENT70931T103204,045$2,5160.03%
456BALLYS INCBALL127,900$2,4970.03%
457AGILENT TECHNOLOGIES INCA17,910$2,4780.03%
458KEYSIGHT TECHNOLOGIES INKEYS15,282$2,4680.03%
459BERKSHIRE HATHAWAY INC CL BBRK-A7,935$2,4500.03%
460OVINTIV INCOVV67,110$2,4210.03%
461BERKSHIRE HATHAWAY INC CL BBRK-A7,840$2,4210.03%
462TEGNA INC87901J105142,820$2,4150.03%
463ULTRA CLEAN HOLDINGSUCTT72,565$2,4060.03%
464ADVANCED DRAINAGE SYSTEMS IN00790R10427,865$2,3470.03%
465CVS HEALTH CORPCVS31,450$2,3370.03%
466ANTERO RESOURCES CORPAR100,460$2,3200.03%
467GRAND CANYON EDUCATION INCLOPE20,339$2,3170.03%
468CHEVRON CORPCVX14,180$2,3140.03%
469AGILENT TECHNOLOGIES INCA16,531$2,2870.03%
470WATSCO INCWSO-B7,135$2,2700.03%
471RUSH ENTERPRISES INC CL ARUSHB41,310$2,2560.03%
472HOME DEPOTHD7,575$2,2360.03%
473MOELIS & CO - CLASS AMC57,935$2,2270.03%
474VERISIGN INCVRSN10,440$2,2060.03%
475HUBBELL INC CL BHUBB8,975$2,1840.03%
476VERISIGN INCVRSN10,320$2,1810.03%
477EQUIFAX INCEFX10,711$2,1730.03%
478ARTISAN PARTNERS ASSET MGMT CL A04316A10867,620$2,1620.03%
479CHEMED CORPCHE4,020$2,1620.03%
480CHEMED CORPCHE3,975$2,1380.03%
481PROLOGIS INCPLDGP17,120$2,1360.03%
482WELLS FARGO & CO94974610157,030$2,1320.03%
483PROLOGIS INCPLDGP16,925$2,1120.03%
484GRAND CANYON EDUCATION INCLOPE18,457$2,1020.03%
485PDC ENERGY INC69327R10132,695$2,0980.03%
486EXXON MOBIL CORPXOM18,814$2,0630.03%
487MERITAGE CORPMTH17,600$2,0550.03%
488NEWMONT MNGNEMCL41,775$2,0480.03%
489GRAY TELEVISION INCGTN-A234,555$2,0450.03%
490VERISK ANALYTICS INCVRSK10,355$1,9870.02%
491HUBBELL INC CL BHUBB8,142$1,9810.02%
492AT&T INCT-PC102,675$1,9760.02%
493VERISK ANALYTICS INCVRSK10,230$1,9630.02%
494BANK OF NT BUTTERFIELD & SONG0772R20872,551$1,9590.02%
495NEXTERA ENERGY PARTNERS LPNEE-PW31,275$1,9000.02%
496ENTERPRISE PRODUCTS PARTNERS29379210773,025$1,8910.02%
497VERIZON COMMUNICATIONSVZ48,370$1,8810.02%
498MAGELLAN MIDSTREAM PARTNERS55908010634,300$1,8610.02%
499REPUBLIC SERVICES INC76075910013,725$1,8560.02%
500WOLVERINE WORLD WIDE INCWWW107,090$1,8260.02%