Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
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 Q4 2023 · Filed November 9, 2023 · Accession 0001021642-23-000004

Total Value
$8.9M
Positions
791
Other Managers
9
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT566,969$179,0202.08%
2SHERWIN WILLIAMSSHW551,437$140,6441.64%
3AMAZON.COM INCAMZN1,052,579$133,8041.56%
4INTERCONTINENTAL EXCHANGE INC45866F1041,174,528$129,2221.50%
5ALPHABET INC-CL AGOOG912,818$119,4511.39%
6OREILLY AUTOMOTIVE INC67103H107125,759$114,2971.33%
7SALESFORCE.COM INCCRM533,408$108,1641.26%
8BERKSHIRE HATHAWAY INC CL BBRK-A303,072$106,1661.24%
9WHEATON PRECIOUS METALS CORPWPM2,599,942$105,4281.23%
10ZOETIS INCZTS583,510$101,5191.18%
11SAIA INCSAIA254,053$101,2781.18%
12KOSMOS ENERGY LTDKOS11,939,354$97,6641.14%
13MCCORMICK & CO NON VTGMKC-V1,280,238$96,8371.13%
14ACCENTURE LTD CL AACN310,949$95,4961.11%
15VERISK ANALYTICS INCVRSK398,965$94,2511.10%
16NVIDIA CORPNVDA215,383$93,6891.09%
17AON PLCAON285,870$92,6851.08%
18HESS CORPHESM592,527$90,6571.06%
19MONOLITHIC POWER SYSTEMS INC609839105192,278$88,8321.03%
20VERISIGN INCVRSN431,789$87,4501.02%
21DANAHER CORP235851102343,728$85,2790.99%
22UNION PACIFICUNP378,387$77,0510.90%
23DEXCOM INCDXCM782,220$72,9810.85%
24CHEMED CORPCHE131,347$68,2610.79%
25JOHNSON & JOHNSONJNJ423,004$65,8830.77%
26NEXTERA ENERGY INCNEE-PW1,077,699$61,7410.72%
27MICROSOFT CORPMSFT190,525$60,1580.70%
28INSIGHT ENTERPRISES INCNSIT381,375$55,4900.65%
29ELEMENT SOLUTIONS INCESI2,806,484$55,0350.64%
30PROLOGIS INCPLDGP473,818$53,1670.62%
31CROWN CASTLE INTL CORPCCI561,000$51,6290.60%
32ENTEGRIS INCENTG523,205$49,1340.57%
33AUTOZONE INCAZO19,153$48,6480.57%
34SHERWIN WILLIAMSSHW189,040$48,2150.56%
35FABRINETFN284,176$47,3490.55%
36AMAZON.COM INCAMZN360,764$45,8600.53%
37CENCORA INCCOR253,160$45,5610.53%
38CBOE HOLDINGS INC12503M108287,260$44,8730.52%
39INTERCONTINENTAL EXCHANGE INC45866F104402,830$44,3190.52%
40RAMBUS INCRMBS750,092$41,8480.49%
41MICROSOFT CORPMSFT130,798$41,2990.48%
42ALPHABET INC-CL AGOOG312,425$40,8840.48%
43OREILLY AUTOMOTIVE INC67103H10743,115$39,1850.46%
44EASTGROUP PROPERTIES INC277276101234,775$39,0970.46%
45REPUBLIC SERVICES INC760759100267,875$38,1750.44%
46SALESFORCE.COM INCCRM182,760$37,0600.43%
47KIRBY CORPKEX443,447$36,7170.43%
48WHEATON PRECIOUS METALS CORPWPM901,195$36,5430.43%
49BERKSHIRE HATHAWAY INC CL BBRK-A103,925$36,4050.42%
50KOSMOS ENERGY LTDKOS4,383,763$35,8590.42%
51INTERNATIONAL GAME TECHNOLOGINTR1,174,957$35,6250.41%
52ZOETIS INCZTS200,030$34,8010.41%
53MCCORMICK & CO NON VTGMKC-V438,460$33,1650.39%
54SHERWIN WILLIAMSSHW129,780$33,1000.39%
55PERFORMANCE FOOD GROUP COPFGC558,550$32,8760.38%
56ACCENTURE LTD CL AACN106,580$32,7320.38%
57NVIDIA CORPNVDA73,860$32,1280.37%
58AON PLCAON97,985$31,7690.37%
59AMAZON.COM INCAMZN247,662$31,4830.37%
60VERISK ANALYTICS INCVRSK133,145$31,4540.37%
61INTERCONTINENTAL EXCHANGE INC45866F104276,544$30,4250.35%
62VERISIGN INCVRSN148,020$29,9780.35%
63BEACON ROOFING SUPPLY INC073685109386,642$29,8370.35%
64CORE & MAIN INC-CLASS ACNM1,033,592$29,8190.35%
65STAG INDUSTRIAL INC85254J102863,982$29,8160.35%
66DANAHER CORP235851102119,035$29,5330.34%
67GATX CORPGATX269,916$29,3750.34%
68CACI INTERNATIONAL INC CL A12719030492,820$29,1390.34%
69FIRST AMERICAN FINL CORP31847R102511,061$28,8700.34%
70LANDSTAR SYSTEM INCLSTR162,061$28,6750.33%
71SELECTIVE INSURANCE GROUP816300107274,051$28,2740.33%
72TYLER TECHNOLOGIES INCTYL72,670$28,0610.33%
73ALPHABET INC-CL AGOOG214,363$28,0520.33%
74INSTALLED BUILDING PRODUCTS45780R101224,576$28,0470.33%
75MONOLITHIC POWER SYSTEMS INC60983910560,455$27,9300.33%
76SAIA INCSAIA68,660$27,3710.32%
77ALAMO GROUP INCALG157,743$27,2670.32%
78OREILLY AUTOMOTIVE INC67103H10729,553$26,8600.31%
79MAXIMUS INCMMS357,455$26,6950.31%
80NATIONAL STORAGE AFFILIATESNSA-PB833,459$26,4540.31%
81UNION PACIFICUNP129,765$26,4240.31%
82VISTRA CORPVST787,725$26,1370.30%
83MONOLITHIC POWER SYSTEMS INC60983910556,220$25,9740.30%
84MOTOROLA SOLUTIONS INCMSI93,555$25,4690.30%
85SALESFORCE.COM INCCRM125,365$25,4220.30%
86ADVANCED ENERGY INDS007973100246,328$25,4010.30%
87VULCAN MATERIALS CO929160109124,990$25,2500.29%
88WHEATON PRECIOUS METALS CORPWPM618,646$25,0860.29%
89BERKSHIRE HATHAWAY INC CL BBRK-A71,343$24,9910.29%
90CENTENNIAL RESOURCE DEVELO-APR1,773,606$24,7600.29%
91AVANTOR INCAVTR1,170,526$24,6750.29%
92DEXCOM INCDXCM262,080$24,4520.28%
93HESS CORPHESM159,738$24,4400.28%
94SAIA INCSAIA61,034$24,3310.28%
95SKYLINE CHAMPION CORPSKY377,647$24,0640.28%
96ZOETIS INCZTS137,254$23,8790.28%
97MONOLITHIC POWER SYSTEMS INC60983910551,380$23,7380.28%
98WESTERN ALLIANCE BANCORPWAL-PA515,580$23,7010.28%
99DIAMONDBACK ENERGY INCFANG152,945$23,6880.28%
100REINSURANCE GRP OF AMERI-A759351604162,695$23,6220.28%
101CHEMED CORPCHE45,035$23,4050.27%
102CHEMOURS CO/THECC831,291$23,3180.27%
103SPIRE INCSRJN411,812$23,3000.27%
104IQIVA HOLDINGS INCIQV118,352$23,2860.27%
105MURPHY OIL USA INCMUR508,805$23,0740.27%
106HESS CORPHESM150,250$22,9880.27%
107MCCORMICK & CO NON VTGMKC-V300,999$22,7680.27%
108KOSMOS ENERGY LTDKOS2,777,724$22,7220.26%
109OASIS PETROLEUM INCCHRD139,950$22,6820.26%
110ASGN INCASGN276,867$22,6140.26%
111KFORCE INCKFRC376,603$22,4680.26%
112ACCENTURE LTD CL AACN73,037$22,4300.26%
113PIONEER NAT72378710797,565$22,3960.26%
114ZIONS BANCORP989701107638,740$22,2860.26%
115NVIDIA CORPNVDA50,623$22,0200.26%
116JANUS INTERNATIONAL GROUP INJBI2,057,485$22,0150.26%
117FRANKLIN ELECTRIC CO INCFELE246,509$21,9960.26%
118ADVANCED DRAINAGE SYSTEMS IN00790R104192,993$21,9680.26%
119AMETEK INCAME148,570$21,9530.26%
120WILLSCOT MOBILE MINI HOLDINGSWSC526,795$21,9090.26%
121AON PLCAON67,264$21,8080.25%
122JOHNSON & JOHNSONJNJ138,610$21,5890.25%
123PATTERSON-UTI ENERGY INCPTEN1,554,542$21,5150.25%
124VERISK ANALYTICS INCVRSK91,045$21,5080.25%
125TEGNA INC87901J1051,468,086$21,3900.25%
126MKS INSTRUMENTS INCMKSI246,236$21,3090.25%
127COMERICA INC200340107511,185$21,2400.25%
128NEXTERA ENERGY INCNEE-PW369,335$21,1590.25%
129VERISIGN INCVRSN101,575$20,5720.24%
130MONGODB INCMDB59,185$20,4700.24%
131DANAHER CORP23585110281,869$20,3120.24%
132PERFORMANCE FOOD GROUP COPFGC343,133$20,1970.24%
133COGENT COMMUNICATIONS HOLDINGSCCOI322,197$19,9440.23%
134GALLAGHER A J36357610987,460$19,9350.23%
135MARVELL TECHNOLOGY GROUP LTDMRVL358,275$19,3930.23%
136ON SEMICONDUCTOR CORPORATIONON206,320$19,1770.22%
137RITHM CAPITAL CORPRITM-PF2,059,705$19,1350.22%
138INSIGHT ENTERPRISES INCNSIT128,740$18,7320.22%
139RUSH ENTERPRISES INC CL ARUSHB458,290$18,7120.22%
140AXALTA COATING SYSTEMS LTDAXTA685,747$18,4470.21%
141DEXCOM INCDXCM197,615$18,4370.21%
142ELEMENT SOLUTIONS INCESI939,420$18,4220.21%
143PROLOGIS INCPLDGP162,320$18,2140.21%
144UNION PACIFICUNP89,010$18,1250.21%
145CBOE HOLDINGS INC12503M108114,670$17,9130.21%
146CROWN CASTLE INTL CORPCCI192,055$17,6750.21%
147NATIONAL RETAIL PROPERTIES INCNNN498,695$17,6240.21%
148ENTEGRIS INCENTG187,070$17,5680.20%
149EQUITY COMMONWEALTH294628102949,720$17,4460.20%
150GLOBUS MEDICAL INC - AGMED346,570$17,2070.20%
151RAYMOND JAMES FINANCIAL INC754730109171,127$17,1860.20%
152CONSTELLIUM SECSTM932,440$16,9700.20%
153MOELIS & CO - CLASS AMC373,980$16,8780.20%
154CHURCH & DWIGHT CO INCCHD179,825$16,4770.19%
155ARTISAN PARTNERS ASSET MGMT CL A04316A108439,726$16,4550.19%
156AUTOZONE INCAZO6,399$16,2530.19%
157EVERI HOLDINGS INCEVEX-WT1,225,801$16,2050.19%
158OTIS WORLDWIDE CORPOTIS200,350$16,0900.19%
159CHEMED CORPCHE30,918$16,0680.19%
160ALLIANT ENERGY CORPLNT323,845$15,6900.18%
161WEC ENERGY GROUPWEC194,730$15,6860.18%
162CMS ENERGY CORPCMS-PC294,740$15,6540.18%
163FABRINETFN93,664$15,6060.18%
164AMEREN CORPORATIONAEE208,515$15,6030.18%
165AMEDISYS INC023436108166,633$15,5640.18%
166MFA MORTGAGE INVESTMENTS INC55272X6071,613,547$15,5060.18%
167CDW CORP/DECDW74,210$14,9730.17%
168JOHNSON & JOHNSONJNJ95,127$14,8160.17%
169INSIGHT ENTERPRISES INCNSIT101,010$14,6970.17%
170CBOE HOLDINGS INC12503M10893,095$14,5420.17%
171ELEMENT SOLUTIONS INCESI741,260$14,5360.17%
172NEXTERA ENERGY INCNEE-PW253,557$14,5260.17%
173RAMBUS INCRMBS257,390$14,3600.17%
174RHRH53,380$14,1120.16%
175SITEONE LANDSCAPE SUPPLY INCSITE84,750$13,8520.16%
176CBOE HOLDINGS INC12503M10888,080$13,7590.16%
177FABRINETFN80,726$13,4510.16%
178RANGE RESOURCES CORPRRC413,780$13,4110.16%
179NVENT ELECTRIC PLCNVT244,630$12,9630.15%
180INTERNATIONAL GAME TECHNOLOGINTR418,488$12,6890.15%
181PROLOGIS INCPLDGP111,439$12,5050.15%
182KIRBY CORPKEX150,985$12,5020.15%
183MICROSOFT CORPMSFT38,900$12,2830.14%
184CROWN CASTLE INTL CORPCCI131,815$12,1310.14%
185ENTEGRIS INCENTG128,422$12,0600.14%
186SIGNET JEWELERS LTDSIG167,860$12,0540.14%
187OLD NATL BANCORP680033107819,819$11,9200.14%
188MATADOR RESOURCES COMTDR198,985$11,8360.14%
189FEDERAL SIGNAL CORPFSS197,088$11,7720.14%
190ICHOR HOLDINGS LTDICHR376,699$11,6630.14%
191AXON ENTERPRISE INCAXON58,580$11,6570.14%
192CENCORA INCCOR64,461$11,6010.14%
193AVERY DENNISON CORPAVY62,800$11,4720.13%
194COTY INC-CL ACOTY1,037,027$11,3760.13%
195PENNYMAC MORTGAGE INVESTMENT70931T103915,876$11,3570.13%
196RAMBUS INCRMBS202,545$11,3000.13%
197AXALTA COATING SYSTEMS LTDAXTA417,655$11,2350.13%
198NASDAQ INCNDAQ227,930$11,0750.13%
199MSCI INCMSCI21,515$11,0390.13%
200BRIGHTSPHERE INVESTMENT GROUP PLCAAMI566,371$10,9820.13%
201ALLSTATE CORPALL-PJ98,060$10,9250.13%
202CADENCE BANK12740C103512,698$10,8790.13%
203LABORATORY CORP OF AMERICA HLDGS50540R40954,070$10,8710.13%
204CROWN CORK & SEAL CO INCCCK122,240$10,8160.13%
205ANTERO RESOURCES CORPAR425,325$10,7950.13%
206BEACON ROOFING SUPPLY INC073685109139,045$10,7300.12%
207ISHARES RUSSELL 2000 VALUE INDEX FUND46428763079,005$10,7090.12%
208GATX CORPGATX97,815$10,6450.12%
209TWO HARBORS INVESTMENT CORP90187B804802,750$10,6280.12%
210TENET HEALTHCARE CORPTHC159,577$10,5150.12%
211HOLOGIC INCHOLX151,220$10,4950.12%
212FIRST AMERICAN FINL CORP31847R102185,150$10,4590.12%
213LANDSTAR SYSTEM INCLSTR58,295$10,3150.12%
214PERFORMANCE FOOD GROUP COPFGC173,811$10,2310.12%
215ULTRA BEAUTY INCULTA25,595$10,2240.12%
216STAG INDUSTRIAL INC85254J102295,165$10,1860.12%
217AUTOZONE INCAZO3,986$10,1240.12%
218CORE & MAIN INC-CLASS ACNM349,445$10,0810.12%
219INTERNATIONAL GAME TECHNOLOGINTR330,504$10,0210.12%
220EASTGROUP PROPERTIES INC27727610159,400$9,8920.12%
221SHERWIN WILLIAMSSHW38,595$9,8440.11%
222KIRBY CORPKEX118,800$9,8370.11%
223REPUBLIC SERVICES INC76075910067,812$9,6640.11%
224TYLER TECHNOLOGIES INCTYL25,025$9,6630.11%
225CRANE CO-W/ICR108,560$9,6440.11%
226INSTALLED BUILDING PRODUCTS45780R10177,020$9,6190.11%
227ULTRA CLEAN HOLDINGSUCTT321,643$9,5430.11%
228CENCORA INCCOR52,686$9,4820.11%
229SELECTIVE INSURANCE GROUP81630010791,685$9,4590.11%
230UNITED BANKSHARES INCUNTCW340,266$9,3880.11%
231AMAZON.COM INCAMZN73,655$9,3630.11%
232ALAMO GROUP INCALG53,250$9,2050.11%
233DEXCOM INCDXCM97,940$9,1380.11%
234ADVANCED ENERGY INDS00797310088,615$9,1380.11%
235INTERCONTINENTAL EXCHANGE INC45866F10482,245$9,0490.11%
236AMN HEALTHCARE SERVICES INC001744101106,073$9,0350.11%
237CENTENNIAL RESOURCE DEVELO-APR642,620$8,9710.10%
238NATIONAL STORAGE AFFILIATESNSA-PB282,005$8,9510.10%
239DIAMONDBACK ENERGY INCFANG57,712$8,9380.10%
240BALLYS INCBALL680,605$8,9230.10%
241GRAND CANYON EDUCATION INCLOPE76,050$8,8890.10%
242CACI INTERNATIONAL INC CL A12719030428,208$8,8550.10%
243MICROSOFT CORPMSFT27,675$8,7380.10%
244WESTERN ALLIANCE BANCORPWAL-PA186,810$8,5880.10%
245GALLAGHER A J36357610937,632$8,5770.10%
246BEACON ROOFING SUPPLY INC073685109109,785$8,4720.10%
247SPIRE INCSRJN149,160$8,4390.10%
248MURPHY OIL USA INCMUR184,280$8,3570.10%
249GATX CORPGATX76,730$8,3510.10%
250AVANTOR INCAVTR396,030$8,3480.10%
251ALPHABET INC-CL AGOOG63,705$8,3360.10%
252ISHARES RUSSELL MIDCAP VALUE INDEX FUND46428747379,505$8,2960.10%
253SCHWEITZER-MAUDUIT INTLMATV580,198$8,2740.10%
254ADVANCED DRAINAGE SYSTEMS IN00790R10472,430$8,2450.10%
255FIRST AMERICAN FINL CORP31847R102145,235$8,2040.10%
256ASGN INCASGN100,040$8,1710.10%
257LANDSTAR SYSTEM INCLSTR46,015$8,1420.09%
258CHEMOURS CO/THECC290,180$8,1400.09%
259EASTGROUP PROPERTIES INC27727610148,584$8,0910.09%
260ZIONS BANCORP989701107231,445$8,0750.09%
261BRUKER BIOSCIENCES CORPBRKRP128,620$8,0130.09%
262STAG INDUSTRIAL INC85254J102231,535$7,9900.09%
263OREILLY AUTOMOTIVE INC67103H1078,790$7,9890.09%
264JANUS INTERNATIONAL GROUP INJBI745,220$7,9740.09%
265FRANKLIN ELECTRIC CO INCFELE89,260$7,9650.09%
266SKYLINE CHAMPION CORPSKY124,865$7,9560.09%
267CORE & MAIN INC-CLASS ACNM275,220$7,9400.09%
268APOLLO GLOBAL MANAGEMENT INC03769M10688,169$7,9140.09%
269REPUBLIC SERVICES INC76075910055,440$7,9010.09%
270PATTERSON-UTI ENERGY INCPTEN563,210$7,7950.09%
271COOPER COMPANIES INC21664840224,430$7,7690.09%
272KFORCE INCKFRC130,125$7,7630.09%
273TEGNA INC87901J105530,135$7,7240.09%
274AVANTOR INCAVTR365,535$7,7050.09%
275COMERICA INC200340107185,240$7,6970.09%
276OASIS PETROLEUM INCCHRD47,205$7,6510.09%
277WATTS WATER TECHNOLOGIES-AWTS44,067$7,6160.09%
278AVANTOR INCAVTR359,860$7,5860.09%
279SALESFORCE.COM INCCRM37,285$7,5610.09%
280WOLVERINE WORLD WIDE INCWWW937,532$7,5570.09%
281INSTALLED BUILDING PRODUCTS45780R10160,400$7,5430.09%
282WHEATON PRECIOUS METALS CORPWPM183,990$7,4610.09%
283BERKSHIRE HATHAWAY INC CL BBRK-A21,220$7,4330.09%
284SELECTIVE INSURANCE GROUP81630010771,925$7,4210.09%
285MKS INSTRUMENTS INCMKSI85,400$7,3910.09%
286BANK OF NT BUTTERFIELD & SONG0772R208271,400$7,3500.09%
287ALAMO GROUP INCALG41,900$7,2430.08%
288ADVANCED ENERGY INDS00797310070,020$7,2200.08%
289SAIA INCSAIA18,005$7,1780.08%
290ZOETIS INCZTS40,820$7,1020.08%
291CENTENNIAL RESOURCE DEVELO-APR504,030$7,0360.08%
292NATIONAL STORAGE AFFILIATESNSA-PB221,495$7,0300.08%
293SHERWIN WILLIAMSSHW27,460$7,0040.08%
294EVERI HOLDINGS INCEVEX-WT520,860$6,8860.08%
295COGENT COMMUNICATIONS HOLDINGSCCOI110,480$6,8390.08%
296MAXIMUS INCMMS91,100$6,8030.08%
297GRAY TELEVISION INCGTN-A979,462$6,7780.08%
298MCCORMICK & CO NON VTGMKC-V89,520$6,7710.08%
299RUSH ENTERPRISES INC CL ARUSHB165,675$6,7650.08%
300KOSMOS ENERGY LTDKOS826,080$6,7570.08%
301AXALTA COATING SYSTEMS LTDAXTA251,021$6,7520.08%
302WESTERN ALLIANCE BANCORPWAL-PA146,525$6,7360.08%
303NATIXIS VAUGHAN NELSON SELECT63875W208241,784$6,7120.08%
304MICROSOFT CORPMSFT21,175$6,6860.08%
305ACCENTURE LTD CL AACN21,730$6,6740.08%
306AMAZON.COM INCAMZN52,405$6,6620.08%
307SPIRE INCSRJN117,005$6,6200.08%
308VISTRA CORPVST199,442$6,6170.08%
309MURPHY OIL USA INCMUR144,540$6,5550.08%
310NVIDIA CORPNVDA15,055$6,5490.08%
311ADVANCED DRAINAGE SYSTEMS IN00790R10457,020$6,4910.08%
312AON PLCAON20,005$6,4860.08%
313MOTOROLA SOLUTIONS INCMSI23,810$6,4820.08%
314INTERCONTINENTAL EXCHANGE INC45866F10458,520$6,4380.07%
315CHEMOURS CO/THECC229,225$6,4300.07%
316ASGN INCASGN78,685$6,4270.07%
317VERISK ANALYTICS INCVRSK27,080$6,3970.07%
318VULCAN MATERIALS CO92916010931,655$6,3950.07%
319NATIONAL RETAIL PROPERTIES INCNNN180,680$6,3850.07%
320ZIONS BANCORP989701107181,535$6,3340.07%
321EQUITY COMMONWEALTH294628102343,810$6,3160.07%
322JANUS INTERNATIONAL GROUP INJBI584,460$6,2540.07%
323FRANKLIN ELECTRIC CO INCFELE70,020$6,2480.07%
324SKYLINE CHAMPION CORPSKY97,940$6,2410.07%
325VERISIGN INCVRSN30,210$6,1180.07%
326MOELIS & CO - CLASS AMC135,495$6,1150.07%
327PATTERSON-UTI ENERGY INCPTEN441,730$6,1140.07%
328KFORCE INCKFRC102,445$6,1120.07%
329TEGNA INC87901J105417,075$6,0770.07%
330CACI INTERNATIONAL INC CL A12719030419,318$6,0640.07%
331DANAHER CORP23585110224,350$6,0410.07%
332COMERICA INC200340107145,290$6,0370.07%
333REINSURANCE GRP OF AMERI-A75935160441,422$6,0140.07%
334OASIS PETROLEUM INCCHRD37,025$6,0010.07%
335GLOBUS MEDICAL INC - AGMED120,010$5,9580.07%
336ALPHABET INC-CL AGOOG45,270$5,9240.07%
337ARTISAN PARTNERS ASSET MGMT CL A04316A108157,995$5,9120.07%
338FABRINETFN35,080$5,8450.07%
339HESS CORPHESM38,180$5,8420.07%
340TYLER TECHNOLOGIES INCTYL15,125$5,8400.07%
341MKS INSTRUMENTS INCMKSI67,365$5,8300.07%
342IQIVA HOLDINGS INCIQV29,594$5,8230.07%
343THE AZEK CO INC05478C105194,465$5,7830.07%
344OREILLY AUTOMOTIVE INC67103H1076,255$5,6850.07%
345PIONEER NAT72378710724,750$5,6810.07%
346AXALTA COATING SYSTEMS LTDAXTA209,840$5,6450.07%
347AGILENT TECHNOLOGIES INCA50,345$5,6300.07%
348AMEDISYS INC02343610860,170$5,6200.07%
349MFA MORTGAGE INVESTMENTS INC55272X607584,490$5,6170.07%
350AMETEK INCAME37,849$5,5930.07%
351SAIA INCSAIA13,945$5,5590.06%
352MAXIMUS INCMMS74,392$5,5560.06%
353WILLSCOT MOBILE MINI HOLDINGSWSC133,285$5,5430.06%
354MONOLITHIC POWER SYSTEMS INC60983910511,820$5,4610.06%
355EVERI HOLDINGS INCEVEX-WT409,975$5,4200.06%
356VISTRA CORPVST163,021$5,4090.06%
357UNION PACIFICUNP26,470$5,3900.06%
358SALESFORCE.COM INCCRM26,525$5,3790.06%
359SHERWIN WILLIAMSSHW21,010$5,3590.06%
360ALLEGION PLCALLE51,045$5,3190.06%
361RUSH ENTERPRISES INC CL ARUSHB130,187$5,3160.06%
362WHEATON PRECIOUS METALS CORPWPM130,910$5,3080.06%
363MOTOROLA SOLUTIONS INCMSI19,470$5,3010.06%
364BERKSHIRE HATHAWAY INC CL BBRK-A15,095$5,2880.06%
365NEXSTAR MEDIA GROUP INCNXST36,640$5,2530.06%
366VULCAN MATERIALS CO92916010925,869$5,2260.06%
367SKECHERS USA INC830566105106,355$5,2060.06%
368MONGODB INCMDB14,975$5,1790.06%
369AMAZON.COM INCAMZN40,089$5,0960.06%
370RHRH19,270$5,0940.06%
371ZOETIS INCZTS29,045$5,0530.06%
372NATIONAL RETAIL PROPERTIES INCNNN141,795$5,0110.06%
373EQUITY COMMONWEALTH294628102269,430$4,9490.06%
374INTERCONTINENTAL EXCHANGE INC45866F10444,765$4,9250.06%
375DEXCOM INCDXCM52,740$4,9210.06%
376DIAMONDBACK ENERGY INCFANG31,745$4,9170.06%
377REINSURANCE GRP OF AMERI-A75935160433,860$4,9160.06%
378MARVELL TECHNOLOGY GROUP LTDMRVL90,650$4,9070.06%
379ON SEMICONDUCTOR CORPORATIONON52,200$4,8520.06%
380IQIVA HOLDINGS INCIQV24,618$4,8440.06%
381ARAMARK HOLDINGS CORPARMK139,155$4,8290.06%
382MOELIS & CO - CLASS AMC106,905$4,8250.06%
383MCCORMICK & CO NON VTGMKC-V63,695$4,8180.06%
384KOSMOS ENERGY LTDKOS587,765$4,8080.06%
385CHEMED CORPCHE9,195$4,7790.06%
386ACCENTURE LTD CL AACN15,445$4,7430.06%
387LYONDELLBASELL INDU-CL ALYB49,720$4,7080.05%
388COGENT COMMUNICATIONS HOLDINGSCCOI75,759$4,6890.05%
389ARTISAN PARTNERS ASSET MGMT CL A04316A108124,860$4,6720.05%
390GLOBUS MEDICAL INC - AGMED94,045$4,6690.05%
391NVIDIA CORPNVDA10,710$4,6590.05%
392HUBBELL INC CL BHUBB14,855$4,6560.05%
393PIONEER NAT72378710720,236$4,6450.05%
394AON PLCAON14,235$4,6150.05%
395RITHM CAPITAL CORPRITM-PF494,944$4,5980.05%
396AMETEK INCAME30,919$4,5690.05%
397VERISK ANALYTICS INCVRSK19,265$4,5510.05%
398ALPHABET INC-CL AGOOG34,676$4,5380.05%
399WILLSCOT MOBILE MINI HOLDINGSWSC109,019$4,5340.05%
400AMEDISYS INC02343610847,330$4,4210.05%
401JOHNSON & JOHNSONJNJ28,290$4,4060.05%
402MFA MORTGAGE INVESTMENTS INC55272X607458,490$4,4060.05%
403SIGNET JEWELERS LTDSIG60,660$4,3560.05%
404VERISIGN INCVRSN21,495$4,3530.05%
405OREILLY AUTOMOTIVE INC67103H1074,785$4,3490.05%
406RAYMOND JAMES FINANCIAL INC75473010943,296$4,3480.05%
407TENET HEALTHCARE CORPTHC65,695$4,3290.05%
408PERFORMANCE FOOD GROUP COPFGC73,510$4,3270.05%
409OLD NATL BANCORP680033107297,075$4,3190.05%
410NEXTERA ENERGY INCNEE-PW75,295$4,3140.05%
411CONSTELLIUM SECSTM235,877$4,2930.05%
412DANAHER CORP23585110217,290$4,2900.05%
413MATADOR RESOURCES COMTDR71,945$4,2790.05%
414FEDERAL SIGNAL CORPFSS71,340$4,2610.05%
415MONGODB INCMDB12,250$4,2370.05%
416HESS CORPHESM27,155$4,1550.05%
417GALLAGHER A J36357610918,090$4,1230.05%
418COTY INC-CL ACOTY375,700$4,1210.05%
419SALESFORCE.COM INCCRM20,295$4,1150.05%
420PENNYMAC MORTGAGE INVESTMENT70931T103331,780$4,1140.05%
421ICHOR HOLDINGS LTDICHR132,570$4,1040.05%
422OTIS WORLDWIDE CORPOTIS51,035$4,0990.05%
423CHURCH & DWIGHT CO INCCHD44,695$4,0950.05%
424UNITED COMMUNITY BANKS/GAUNTCW160,757$4,0850.05%
425WHEATON PRECIOUS METALS CORPWPM100,145$4,0610.05%
426BERKSHIRE HATHAWAY INC CL BBRK-A11,550$4,0460.05%
427MARVELL TECHNOLOGY GROUP LTDMRVL74,146$4,0140.05%
428RHRH15,155$4,0060.05%
429RITHM CAPITAL CORPRITM-PF428,639$3,9820.05%
430ALLIANT ENERGY CORPLNT81,947$3,9700.05%
431WEC ENERGY GROUPWEC49,270$3,9690.05%
432ON SEMICONDUCTOR CORPORATIONON42,696$3,9690.05%
433CMS ENERGY CORPCMS-PC74,593$3,9620.05%
434CADENCE BANK12740C103186,440$3,9560.05%
435SAIA INCSAIA9,920$3,9550.05%
436AMEREN CORPORATIONAEE52,769$3,9490.05%
437BROWN & BROWN INCBRO56,395$3,9390.05%
438COMSTOCK RESOURCES INCLODE356,913$3,9370.05%
439ANTERO RESOURCES CORPAR154,095$3,9110.05%
440EQUIFAX INCEFX21,330$3,9070.05%
441MONOLITHIC POWER SYSTEMS INC6098391058,410$3,8850.05%
442ZOETIS INCZTS22,215$3,8650.04%
443TWO HARBORS INVESTMENT CORP90187B804290,370$3,8440.04%
444UNION PACIFICUNP18,835$3,8350.04%
445CDW CORP/DECDW18,833$3,8000.04%
446PROLOGIS INCPLDGP33,140$3,7190.04%
447JP MORGAN CHASE & COVYLD25,480$3,6950.04%
448MCCORMICK & CO NON VTGMKC-V48,725$3,6860.04%
449KOSMOS ENERGY LTDKOS449,630$3,6780.04%
450ACCENTURE LTD CL AACN11,830$3,6330.04%
451ARES MANAGEMENT CORP - AARES-PB35,305$3,6320.04%
452CROWN CASTLE INTL CORPCCI39,200$3,6080.04%
453ABBVIE INCABBV24,075$3,5890.04%
454ENTEGRIS INCENTG38,190$3,5860.04%
455NVIDIA CORPNVDA8,195$3,5650.04%
456RAYMOND JAMES FINANCIAL INC75473010935,412$3,5560.04%
457AON PLCAON10,890$3,5310.04%
458SITEONE LANDSCAPE SUPPLY INCSITE21,450$3,5060.04%
459CONSTELLIUM SECSTM192,577$3,5050.04%
460DEXCOM INCDXCM37,520$3,5010.04%
461VERISK ANALYTICS INCVRSK14,740$3,4820.04%
462ULTRA CLEAN HOLDINGSUCTT116,570$3,4590.04%
463MERCK & CO. INC.MRK33,575$3,4570.04%
464BALLYS INCBALL262,770$3,4450.04%
465SIGNET JEWELERS LTDSIG47,570$3,4160.04%
466CHURCH & DWIGHT CO INCCHD37,195$3,4080.04%
467UNITED BANKSHARES INCUNTCW123,265$3,4010.04%
468CHEMED CORPCHE6,540$3,3990.04%
469TENET HEALTHCARE CORPTHC51,530$3,3950.04%
470RANGE RESOURCES CORPRRC104,705$3,3930.04%
471OLD NATL BANCORP680033107233,080$3,3890.04%
472SCHWEITZER-MAUDUIT INTLMATV237,175$3,3820.04%
473CISCO SYSTEMS INCCSCO62,495$3,3600.04%
474MATADOR RESOURCES COMTDR56,425$3,3560.04%
475OTIS WORLDWIDE CORPOTIS41,693$3,3480.04%
476FEDERAL SIGNAL CORPFSS55,965$3,3430.04%
477VERISIGN INCVRSN16,445$3,3310.04%
478NVENT ELECTRIC PLCNVT62,297$3,3010.04%
479DANAHER CORP23585110213,255$3,2890.04%
480AMN HEALTHCARE SERVICES INC00174410138,220$3,2560.04%
481ALLIANT ENERGY CORPLNT67,021$3,2470.04%
482WEC ENERGY GROUPWEC40,300$3,2460.04%
483CMS ENERGY CORPCMS-PC60,997$3,2400.04%
484COTY INC-CL ACOTY294,645$3,2320.04%
485AMEREN CORPORATIONAEE43,155$3,2290.04%
486PENNYMAC MORTGAGE INVESTMENT70931T103260,255$3,2270.04%
487ICHOR HOLDINGS LTDICHR103,885$3,2160.04%
488HESS CORPHESM20,800$3,1820.04%
489JOHNSON & JOHNSONJNJ20,140$3,1370.04%
490CDW CORP/DECDW15,399$3,1070.04%
491CADENCE BANK12740C103146,260$3,1040.04%
492COCA-COLA CO/THEKO55,210$3,0910.04%
493ANTERO RESOURCES CORPAR120,865$3,0680.04%
494NEXTERA ENERGY INCNEE-PW53,555$3,0680.04%
495SAIA INCSAIA7,590$3,0260.04%
496TWO HARBORS INVESTMENT CORP90187B804228,100$3,0200.04%
497MONOLITHIC POWER SYSTEMS INC6098391056,435$2,9730.03%
498AXON ENTERPRISE INCAXON14,813$2,9480.03%
499UNION PACIFICUNP14,410$2,9340.03%
500AVERY DENNISON CORPAVY15,911$2,9060.03%