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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 Q4 2024 · Filed January 28, 2025 · Accession 0001021642-25-000001

Total Value
$10.8M
Positions
773
Other Managers
10
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1NVIDIA CORPNVDA1,530,030$205,4681.97%
2MICROSOFT CORPMSFT468,378$197,4211.89%
3AMAZON.COM INCAMZN868,367$190,5111.83%
4ALPHABET INC-CL AGOOG771,567$146,0581.40%
5TAIWAN SEMICONDUCTOR-SP ADR874039100720,465$142,2851.36%
6THE WALT DISNEY CO2546871061,142,703$127,2401.22%
7INTERCONTINENTAL EXCHANGE INC45866F104800,348$119,2601.14%
8MONOLITHIC POWER SYSTEMS INC609839105201,301$119,1101.14%
9SERVICENOW INCNOW108,013$114,5071.10%
10JP MORGAN CHASE & COVYLD462,346$110,8291.06%
11SAIA INCSAIA232,011$105,7341.01%
12ZOETIS INCZTS646,889$105,3981.01%
13META PLATFORMS INC-AMETA169,390$99,1800.95%
14DOORDASH INC - ADASH561,996$94,2750.90%
15OREILLY AUTOMOTIVE INC67103H10777,105$91,4310.88%
16CORTEVA INCCTVA1,504,706$85,7080.82%
17COMFORT SYSTEMS USA INC199908104201,249$85,3420.82%
18INTUIT INCINTU132,542$83,3030.80%
19EATON CORP PLCETN246,335$81,7510.78%
20NVIDIA CORPNVDA585,535$78,6310.75%
21ROYAL CARIBBEAN CRUISES LTDV7780T103329,930$76,1120.73%
22MARVELL TECHNOLOGY GROUP LTDMRVL679,820$75,0860.72%
23DANAHER CORP235851102323,588$74,2800.71%
24MICROSOFT CORPMSFT176,220$74,2770.71%
25AMAZON.COM INCAMZN333,624$73,1940.70%
26CHESAPEAKE ENERGY CORPEXE722,110$71,8860.69%
27AGNC Investment Corp00123Q1047,328,905$67,4990.65%
28ELEMENT SOLUTIONS INCESI2,508,039$63,7790.61%
29WESTERN ALLIANCE BANCORPWAL-PA723,285$60,4230.58%
30CUSHMAN & WAKEFIELD PLCCWK4,456,800$58,2950.56%
31COMERICA INC200340107936,095$57,8970.56%
32EASTGROUP PROPERTIES INC277276101358,875$57,5960.55%
33ALPHABET INC-CL AGOOG289,575$54,8170.53%
34ON SEMICONDUCTOR CORPORATIONON855,140$53,9170.52%
35BECTON DICKINSON & COBDX235,269$53,3750.51%
36ZIONS BANCORP989701107976,110$52,9540.51%
37NVIDIA CORPNVDA386,842$51,9490.50%
38SHERWIN WILLIAMSSHW151,076$51,3550.49%
39TOPBUILD CORPBLD161,705$50,3450.48%
40MICROSOFT CORPMSFT116,251$49,0000.47%
41THE WALT DISNEY CO254687106437,145$48,6760.47%
42AMAZON.COM INCAMZN219,957$48,2560.46%
43BEACON ROOFING SUPPLY INC073685109454,367$46,1550.44%
44INTERCONTINENTAL EXCHANGE INC45866F104306,480$45,6690.44%
45CARNIVAL CORP CL ACUKPF1,815,830$45,2500.43%
46CUSHMAN & WAKEFIELD PLCCWK3,434,210$44,9190.43%
47VULCAN MATERIALS CO929160109173,670$44,6730.43%
48FIRST AMERICAN FINL CORP31847R102708,121$44,2150.42%
49CELESTICA INCCLS474,090$43,7590.42%
50MONOLITHIC POWER SYSTEMS INC60983910573,775$43,6530.42%
51SERVICENOW INCNOW41,146$43,6200.42%
52AXON ENTERPRISE INCAXON70,135$41,6830.40%
53ELEMENT SOLUTIONS INCESI1,624,061$41,3000.40%
54COMERICA INC200340107666,346$41,2140.40%
55WESTERN ALLIANCE BANCORPWAL-PA492,613$41,1530.39%
56TECHNIPFMC PLCFTI1,410,675$40,8250.39%
57JP MORGAN CHASE & COVYLD165,690$39,7180.38%
58ZOETIS INCZTS241,805$39,3970.38%
59SAIA INCSAIA85,420$38,9280.37%
60ZIONS BANCORP989701107700,215$37,9870.36%
61CUSHMAN & WAKEFIELD PLCCWK2,889,470$37,7940.36%
62SELECTIVE INSURANCE GROUP816300107402,116$37,6060.36%
63KOSMOS ENERGY LTDKOS10,968,868$37,5140.36%
64META PLATFORMS INC-AMETA63,495$37,1770.36%
65ALPHABET INC-CL AGOOG196,057$37,1140.36%
66TYLER TECHNOLOGIES INCTYL62,845$36,2390.35%
67TAIWAN SEMICONDUCTOR-SP ADR874039100182,292$36,0010.35%
68CULLEN FROST BANKERS INCCFR-PB262,465$35,2360.34%
69CADENCE BANK12740C1031,021,393$35,1870.34%
70DOORDASH INC - ADASH208,395$34,9580.34%
71XPO LOGISTICS INCXPO264,765$34,7240.33%
72INSTALLED BUILDING PRODUCTS45780R101197,441$34,6020.33%
73OREILLY AUTOMOTIVE INC67103H10729,134$34,5470.33%
74BEACON ROOFING SUPPLY INC073685109320,667$32,5730.31%
75ZIONS BANCORP989701107598,295$32,4580.31%
76THE WALT DISNEY CO254687106289,019$32,1820.31%
77HEALTHEQUITY INCHQY333,828$32,0310.31%
78COMFORT SYSTEMS USA INC19990810475,520$32,0250.31%
79ARTISAN PARTNERS ASSET MGMT CL A04316A108736,246$31,6950.30%
80AAON INCAAON268,980$31,6540.30%
81CIENA CORPCIEN372,011$31,5500.30%
82PERFORMANCE FOOD GROUP COPFGC371,970$31,4500.30%
83WARBY PARKER INC-CLASS AWRBY1,298,945$31,4470.30%
84CORTEVA INCCTVA549,445$31,2960.30%
85CELESTICA INCCLS338,560$31,2490.30%
86INTUIT INCINTU49,660$31,2110.30%
87APOLLO GLOBAL MANAGEMENT INC03769M106188,249$31,0910.30%
88FIRST AMERICAN FINL CORP31847R102497,076$31,0370.30%
89RUSH ENTERPRISES INC CL ARUSHB563,224$30,8590.30%
90EATON CORP PLCETN92,430$30,6750.29%
91WESTERN ALLIANCE BANCORPWAL-PA366,875$30,6490.29%
92JOHN BEAN TECHNOLOGIES CORPJBTM240,070$30,5130.29%
93AGNC Investment Corp00123Q1043,292,876$30,3270.29%
94MONOLITHIC POWER SYSTEMS INC60983910551,205$30,2980.29%
95STAG INDUSTRIAL INC85254J102892,867$30,1970.29%
96INTERCONTINENTAL EXCHANGE INC45866F104202,536$30,1800.29%
97EMBRAER SA-SPON ADREMBJ819,665$30,0650.29%
98NASDAQ INCNDAQ387,880$29,9870.29%
99PROSPERITY BANCSHARES INCPB391,220$29,4780.28%
100GILDAN ACTIVEWEAR -AGIL625,605$29,4350.28%
101COMERICA INC200340107472,465$29,2220.28%
102SKECHERS USA INC830566105432,690$29,0940.28%
103SERVICENOW INCNOW27,343$28,9870.28%
104DOMINOS PIZZA INCDPZ68,930$28,9340.28%
105DANAHER CORP235851102125,610$28,8340.28%
106MATERION CORPMTRN290,350$28,7100.28%
107HERC HOLDINGS INCHRI149,750$28,3520.27%
108NATIONAL RETAIL PROPERTIES INCNNN691,245$28,2370.27%
109BERKSHIRE HATHAWAY INC CL BBRK-A62,196$28,1920.27%
110FABRINETFN126,451$27,8040.27%
111RED ROCK RESORTS INC-CLASS ARRR599,700$27,7300.27%
112RANGE RESOURCES CORPRRC770,410$27,7190.27%
113VISTRA CORPVST200,995$27,7110.27%
114COCA-COLA BOTTLING CO CONSOLCOKE21,925$27,6250.26%
115ANTERO RESOURCES CORPAR774,028$27,1300.26%
116GLOBUS MEDICAL INC - AGMED327,567$27,0930.26%
117CULLEN FROST BANKERS INCCFR-PB201,787$27,0900.26%
118MSCI INCMSCI44,725$26,8350.26%
119JP MORGAN CHASE & COVYLD111,804$26,8010.26%
120ZOETIS INCZTS163,654$26,6640.26%
121UNITED BANKSHARES INCUNTCW708,966$26,6220.26%
122FIRST CASH FINANCIAL SERVICES INCFCFS255,660$26,4860.25%
123SAIA INCSAIA57,725$26,3070.25%
124PORTLAND GENERAL ELECTRIC CO736508847600,920$26,2120.25%
125VALVOLINE INCVVV720,990$26,0850.25%
126DOORDASH INC - ADASH154,860$25,9780.25%
127RXO INC-W/IRXO1,083,880$25,8400.25%
128TOLL BROTHERS INCTOL203,255$25,6000.25%
129CADENCE BANK12740C103732,455$25,2330.24%
130META PLATFORMS INC-AMETA42,735$25,0220.24%
131VALMONT INDUSTRIES92025310181,200$24,9020.24%
132MATADOR RESOURCES COMTDR438,500$24,6700.24%
133HEALTHEQUITY INCHQY256,240$24,5860.24%
134MURPHY OIL USA INCMUR799,955$24,2070.23%
135SELECTIVE INSURANCE GROUP816300107256,146$23,9550.23%
136CENTENNIAL RESOURCE DEVELO-APR1,663,826$23,9260.23%
137GE VERNOVA INCGEV72,610$23,8840.23%
138MFA MORTGAGE INVESTMENTS INC55272X6072,326,142$23,7030.23%
139THE AZEK CO INC05478C105488,175$23,1740.22%
140OREILLY AUTOMOTIVE INC67103H10719,487$23,1080.22%
141INSIGHT ENTERPRISES INCNSIT151,743$23,0800.22%
142BWX TECHNOLOGIES INCBWXT204,215$22,7480.22%
143AAON INCAAON192,775$22,6860.22%
144PROSPERITY BANCSHARES INCPB300,674$22,6560.22%
145INSTALLED BUILDING PRODUCTS45780R101129,210$22,6440.22%
146CAPRI HOLDINGS LTDCPRI1,072,165$22,5800.22%
147ARES MANAGEMENT CORP - AARES-PB127,530$22,5770.22%
148CORTEVA INCCTVA394,741$22,4840.22%
149ALAMO GROUP INCALG120,676$22,4350.22%
150HELIOS TECHNOLOGIES INCHLIO499,690$22,3060.21%
151BRUKER BIOSCIENCES CORPBRKRP380,137$22,2840.21%
152ARTISAN PARTNERS ASSET MGMT CL A04316A108515,210$22,1800.21%
153FLOWSERVE CORPFLS385,135$22,1530.21%
154GXO LOGISTICS INCGXO504,545$21,9480.21%
155CIENA CORPCIEN258,270$21,9040.21%
156RUSH ENTERPRISES INC CL ARUSHB398,205$21,8180.21%
157COMFORT SYSTEMS USA INC19990810450,838$21,5580.21%
158INTUIT INCINTU33,619$21,1300.20%
159GILDAN ACTIVEWEAR -AGIL445,885$20,9790.20%
160EATON CORP PLCETN62,381$20,7020.20%
161RED ROCK RESORTS INC-CLASS ARRR447,353$20,6860.20%
162UNITED BANKSHARES INCUNTCW545,559$20,4860.20%
163BECTON DICKINSON & COBDX90,130$20,4480.20%
164ON SEMICONDUCTOR CORPORATIONON320,590$20,2130.19%
165DOORDASH INC - ADASH119,745$20,0870.19%
166JOHN BEAN TECHNOLOGIES CORPJBTM156,795$19,9290.19%
167MATERION CORPMTRN201,422$19,9170.19%
168HUBBELL INC CL BHUBB47,275$19,8030.19%
169NATIONAL RETAIL PROPERTIES INCNNN483,696$19,7590.19%
170WARBY PARKER INC-CLASS AWRBY807,820$19,5570.19%
171ANTERO RESOURCES CORPAR554,535$19,4360.19%
172RAMBUS INCRMBS364,762$19,2810.18%
173SHERWIN WILLIAMSSHW56,460$19,1920.18%
174FIRST CASH FINANCIAL SERVICES INCFCFS184,231$19,0860.18%
175BWX TECHNOLOGIES INCBWXT171,205$19,0710.18%
176DANAHER CORP23585110283,038$19,0610.18%
177STAG INDUSTRIAL INC85254J102563,147$19,0460.18%
178COTY INC-CL ACOTY2,717,217$18,9120.18%
179TOPBUILD CORPBLD60,680$18,8920.18%
180GATX CORPGATX121,106$18,7670.18%
181PORTLAND GENERAL ELECTRIC CO736508847429,426$18,7320.18%
182VALVOLINE INCVVV517,298$18,7160.18%
183RXO INC-W/IRXO779,885$18,5920.18%
184ACADIA HEALTHCARE CO INCACHC467,685$18,5440.18%
185CHESAPEAKE ENERGY CORPEXE185,123$18,4290.18%
186KEMPER CORPKMPB276,145$18,3470.18%
187FABRINETFN81,930$18,0150.17%
188BRUKER BIOSCIENCES CORPBRKRP306,070$17,9420.17%
189VALMONT INDUSTRIES92025310158,315$17,8830.17%
190ROYAL CARIBBEAN CRUISES LTDV7780T10376,980$17,7590.17%
191MATADOR RESOURCES COMTDR314,915$17,7170.17%
192TFI INTERNATIONAL INC87241L109130,360$17,6100.17%
193ELEMENT SOLUTIONS INCESI692,005$17,5980.17%
194MARVELL TECHNOLOGY GROUP LTDMRVL158,835$17,5430.17%
195GLOBUS MEDICAL INC - AGMED211,005$17,4520.17%
196MURPHY OIL USA INCMUR575,132$17,4030.17%
197CHAMPION HOMES INCSKY195,577$17,2300.17%
198LINCOLN ELECTRIC HOLDINGS53390010691,835$17,2160.17%
199TECHNIPFMC PLCFTI594,730$17,2110.16%
200CENTENNIAL RESOURCE DEVELO-APR1,190,445$17,1190.16%
201CACI INTERNATIONAL INC CL A12719030442,180$17,0430.16%
202MFA MORTGAGE INVESTMENTS INC55272X6071,667,170$16,9880.16%
203MOTOROLA SOLUTIONS INCMSI35,810$16,5520.16%
204DICKS SPORTING GOODS INC25339310272,025$16,4820.16%
205BLUE OWL CAPITAL INCOWL700,170$16,2860.16%
206BRUKER BIOSCIENCES CORPBRKRP272,685$15,9850.15%
207CAPRI HOLDINGS LTDCPRI755,940$15,9200.15%
208AVANTOR INCAVTR751,635$15,8370.15%
209MONOLITHIC POWER SYSTEMS INC60983910526,750$15,8280.15%
210MANPOWERGROUPMAN273,320$15,7760.15%
211KOSMOS ENERGY LTDKOS4,591,318$15,7020.15%
212CDW CORP/DECDW89,290$15,5400.15%
213GXO LOGISTICS INCGXO356,330$15,5000.15%
214COMERICA INC200340107250,485$15,4920.15%
215WESTERN ALLIANCE BANCORPWAL-PA184,110$15,3810.15%
216AGILENT TECHNOLOGIES INCA114,365$15,3640.15%
217HAWKINS INCHWKN124,190$15,2340.15%
218HUNTINGTON INGALLS INDUSTRIES44641310680,195$15,1540.15%
219AUTOZONE INCAZO4,671$14,9570.14%
220NVIDIA CORPNVDA108,455$14,5640.14%
221AGNC Investment Corp00123Q1041,565,730$14,4200.14%
222INSIGHT ENTERPRISES INCNSIT94,625$14,3920.14%
223CARNIVAL CORP CL ACUKPF576,250$14,3600.14%
224ACADIA HEALTHCARE CO INCACHC360,510$14,2940.14%
225D.R. HORTON INC23331A109101,430$14,1820.14%
226AMETEK INCAME78,415$14,1350.14%
227AAON INCAAON119,480$14,0600.13%
228LINCOLN ELECTRIC HOLDINGS53390010674,690$14,0020.13%
229CRANE CO-W/ICR91,720$13,9190.13%
230ZIONS BANCORP989701107256,415$13,9110.13%
231BEACON ROOFING SUPPLY INC073685109136,525$13,8680.13%
232NVIDIA CORPNVDA103,100$13,8450.13%
233KIRBY CORPKEX130,012$13,7550.13%
234MICROSOFT CORPMSFT32,595$13,7390.13%
235BEST BUY COMPANYBBY159,800$13,7110.13%
236BECTON DICKINSON & COBDX60,353$13,6920.13%
237ON SEMICONDUCTOR CORPORATIONON216,315$13,6390.13%
238REINSURANCE GRP OF AMERI-A75935160463,410$13,5460.13%
239AMAZON.COM INCAMZN61,660$13,5280.13%
240COTY INC-CL ACOTY1,940,546$13,5060.13%
241EASTGROUP PROPERTIES INC27727610184,090$13,4960.13%
242GATX CORPGATX86,859$13,4600.13%
243ALAMO GROUP INCALG72,250$13,4320.13%
244FIRST AMERICAN FINL CORP31847R102211,625$13,2140.13%
245H&E EQUIPMENT SERVICES INC404030108269,090$13,1750.13%
246EXTRA SPACE STORAGEEXR88,040$13,1710.13%
247MICROSOFT CORPMSFT30,985$13,0600.13%
248BUILDERS FIRSTSOURCE INCBLDR91,135$13,0260.12%
249SHERWIN WILLIAMSSHW38,278$13,0120.12%
250CUSHMAN & WAKEFIELD PLCCWK991,810$12,9730.12%
251AMAZON.COM INCAMZN58,620$12,8610.12%
252TOPBUILD CORPBLD40,911$12,7370.12%
253HUNTINGTON INGALLS INDUSTRIES44641310667,250$12,7080.12%
254CELESTICA INCCLS137,105$12,6550.12%
255ALLEGION PLCALLE96,675$12,6330.12%
256ROYAL CARIBBEAN CRUISES LTDV7780T10354,470$12,5660.12%
257MARVELL TECHNOLOGY GROUP LTDMRVL112,240$12,3970.12%
258COLUMBUS MCKINNON CORP/NYCMCO326,000$12,1400.12%
259LINCOLN ELECTRIC HOLDINGS53390010664,389$12,0710.12%
260RAMBUS INCRMBS222,326$11,7520.11%
261ALLSTATE CORPALL-PJ60,580$11,6790.11%
262CULLEN FROST BANKERS INCCFR-PB85,985$11,5430.11%
263MAXLINEAR INC-CLASS AMXL580,466$11,4820.11%
264CHAMPION HOMES INCSKY127,168$11,2040.11%
265TYLER TECHNOLOGIES INCTYL19,370$11,1700.11%
266MANPOWERGROUPMAN192,830$11,1300.11%
267XPO LOGISTICS INCXPO83,730$10,9810.11%
268OSHKOSH TRUCK CORPOSK115,105$10,9430.10%
269CADENCE BANK12740C103312,380$10,7610.10%
270MONGODB INCMDB46,190$10,7530.10%
271FABRINETFN48,690$10,7060.10%
272BERKSHIRE HATHAWAY INC CL BBRK-A23,420$10,6160.10%
273HEALTHEQUITY INCHQY109,385$10,4950.10%
274VULCAN MATERIALS CO92916010940,575$10,4370.10%
275ALPHABET INC-CL AGOOG54,955$10,4030.10%
276COCA-COLA BOTTLING CO CONSOLCOKE8,199$10,3310.10%
277TRANSMEDICS GROUP INCTMDX165,230$10,3020.10%
278SELECTIVE INSURANCE GROUP816300107109,050$10,1980.10%
279TAIWAN SEMICONDUCTOR-SP ADR87403910051,105$10,0930.10%
280KIRBY CORPKEX93,715$9,9150.10%
281ALPHABET INC-CL AGOOG52,255$9,8920.09%
282AXON ENTERPRISE INCAXON16,428$9,7630.09%
283INSTALLED BUILDING PRODUCTS45780R10155,120$9,6600.09%
284PROSPERITY BANCSHARES INCPB128,180$9,6580.09%
285KOSMOS ENERGY LTDKOS2,820,243$9,6450.09%
286HAWKINS INCHWKN78,347$9,6110.09%
287TAIWAN SEMICONDUCTOR-SP ADR87403910048,580$9,5940.09%
288EASTGROUP PROPERTIES INC27727610159,425$9,5370.09%
289ELEMENT SOLUTIONS INCESI373,255$9,4920.09%
290ARTISAN PARTNERS ASSET MGMT CL A04316A108219,645$9,4560.09%
291H&E EQUIPMENT SERVICES INC404030108192,547$9,4270.09%
292RANGE RESOURCES CORPRRC260,135$9,3600.09%
293CIENA CORPCIEN109,950$9,3250.09%
294RUSH ENTERPRISES INC CL ARUSHB169,735$9,3000.09%
295CELESTICA INCCLS100,070$9,2360.09%
296THE WALT DISNEY CO25468710681,030$9,0230.09%
297GILDAN ACTIVEWEAR -AGIL189,830$8,9320.09%
298NATIXIS VAUGHAN NELSON SELECT63875W208261,858$8,8690.09%
299AGNC Investment Corp00123Q104961,690$8,8570.08%
300RED ROCK RESORTS INC-CLASS ARRR190,575$8,8120.08%
301ISHARES RUSSELL 2000 VALUE INDEX FUND46428763053,505$8,7840.08%
302UNITED BANKSHARES INCUNTCW232,325$8,7240.08%
303AAON INCAAON73,630$8,6650.08%
304COLUMBUS MCKINNON CORP/NYCMCO231,470$8,6200.08%
305THE WALT DISNEY CO25468710677,030$8,5770.08%
306MATERION CORPMTRN86,080$8,5120.08%
307JOHN BEAN TECHNOLOGIES CORPJBTM66,590$8,4640.08%
308INTERCONTINENTAL EXCHANGE INC45866F10456,780$8,4610.08%
309NATIONAL RETAIL PROPERTIES INCNNN205,925$8,4120.08%
310COMERICA INC200340107135,115$8,3570.08%
311WARBY PARKER INC-CLASS AWRBY344,420$8,3380.08%
312ANTERO RESOURCES CORPAR236,735$8,2980.08%
313WESTERN ALLIANCE BANCORPWAL-PA99,305$8,2960.08%
314NVIDIA CORPNVDA61,740$8,2910.08%
315MAXLINEAR INC-CLASS AMXL415,876$8,2260.08%
316MICROSOFT CORPMSFT19,490$8,2150.08%
317SERVICENOW INCNOW7,666$8,1270.08%
318STAG INDUSTRIAL INC85254J102240,225$8,1240.08%
319FIRST CASH FINANCIAL SERVICES INCFCFS78,410$8,1230.08%
320BWX TECHNOLOGIES INCBWXT72,890$8,1190.08%
321INTERCONTINENTAL EXCHANGE INC45866F10453,980$8,0440.08%
322PORTLAND GENERAL ELECTRIC CO736508847182,815$7,9740.08%
323VALVOLINE INCVVV220,230$7,9680.08%
324RXO INC-W/IRXO332,360$7,9230.08%
325MONOLITHIC POWER SYSTEMS INC60983910513,120$7,7630.07%
326SERVICENOW INCNOW7,287$7,7250.07%
327AMAZON.COM INCAMZN35,204$7,7230.07%
328VALMONT INDUSTRIES92025310124,825$7,6130.07%
329MATADOR RESOURCES COMTDR134,060$7,5420.07%
330JP MORGAN CHASE & COVYLD31,340$7,5130.07%
331ZIONS BANCORP989701107138,305$7,5030.07%
332BEACON ROOFING SUPPLY INC07368510973,640$7,4800.07%
333ZOETIS INCZTS45,880$7,4750.07%
334CARNIVAL CORP CL ACUKPF299,795$7,4710.07%
335TAIWAN SEMICONDUCTOR-SP ADR87403910037,675$7,4400.07%
336GLOBUS MEDICAL INC - AGMED89,870$7,4330.07%
337OSHKOSH TRUCK CORPOSK78,005$7,4160.07%
338MURPHY OIL USA INCMUR244,665$7,4040.07%
339TRANSMEDICS GROUP INCTMDX118,640$7,3970.07%
340MONOLITHIC POWER SYSTEMS INC60983910512,470$7,3780.07%
341SAIA INCSAIA16,185$7,3760.07%
342VULCAN MATERIALS CO92916010928,675$7,3760.07%
343PERFORMANCE FOOD GROUP COPFGC86,916$7,3490.07%
344CENTENNIAL RESOURCE DEVELO-APR507,855$7,3030.07%
345APOLLO GLOBAL MANAGEMENT INC03769M10643,987$7,2650.07%
346NVENT ELECTRIC PLCNVT106,295$7,2450.07%
347MFA MORTGAGE INVESTMENTS INC55272X607709,740$7,2320.07%
348BERKSHIRE HATHAWAY INC CL BBRK-A15,797$7,1600.07%
349JP MORGAN CHASE & COVYLD29,795$7,1420.07%
350AUTOZONE INCAZO2,227$7,1310.07%
351FIRST AMERICAN FINL CORP31847R102114,155$7,1280.07%
352ZOETIS INCZTS43,615$7,1060.07%
353VERTIV HOLDINGS COVRT62,135$7,0590.07%
354NASDAQ INCNDAQ91,003$7,0350.07%
355EMBRAER SA-SPON ADREMBJ191,465$7,0230.07%
356META PLATFORMS INC-AMETA11,980$7,0140.07%
357SAIA INCSAIA15,360$7,0000.07%
358CUSHMAN & WAKEFIELD PLCCWK534,990$6,9980.07%
359COCA-COLA BOTTLING CO CONSOLCOKE5,548$6,9900.07%
360FABRINETFN31,449$6,9150.07%
361AXON ENTERPRISE INCAXON11,615$6,9030.07%
362CELESTICA INCCLS73,955$6,8260.07%
363SITEONE LANDSCAPE SUPPLY INCSITE51,660$6,8070.07%
364SKECHERS USA INC830566105101,085$6,7970.07%
365CAPRI HOLDINGS LTDCPRI322,415$6,7900.07%
366TECHNIPFMC PLCFTI234,010$6,7720.06%
367DOMINOS PIZZA INCDPZ16,090$6,7540.06%
368META PLATFORMS INC-AMETA11,390$6,6690.06%
369HERC HOLDINGS INCHRI34,995$6,6260.06%
370GXO LOGISTICS INCGXO151,975$6,6110.06%
371BRUKER BIOSCIENCES CORPBRKRP111,215$6,5190.06%
372VISTRA CORPVST47,087$6,4920.06%
373OREILLY AUTOMOTIVE INC67103H1075,463$6,4780.06%
374DOORDASH INC - ADASH37,870$6,3530.06%
375CORTEVA INCCTVA110,660$6,3030.06%
376MSCI INCMSCI10,445$6,2670.06%
377CULLEN FROST BANKERS INCCFR-PB46,380$6,2270.06%
378ALPHABET INC-CL AGOOG32,866$6,2220.06%
379OREILLY AUTOMOTIVE INC67103H1075,193$6,1580.06%
380INSIGHT ENTERPRISES INCNSIT40,290$6,1280.06%
381ACADIA HEALTHCARE CO INCACHC153,465$6,0850.06%
382COMFORT SYSTEMS USA INC19990810414,250$6,0430.06%
383DOORDASH INC - ADASH36,005$6,0400.06%
384TAIWAN SEMICONDUCTOR-SP ADR87403910030,570$6,0370.06%
385CORTEVA INCCTVA105,205$5,9920.06%
386CACI INTERNATIONAL INC CL A12719030414,808$5,9830.06%
387TYLER TECHNOLOGIES INCTYL10,375$5,9830.06%
388TOLL BROTHERS INCTOL47,480$5,9800.06%
389INTUIT INCINTU9,425$5,9240.06%
390CADENCE BANK12740C103168,505$5,8050.06%
391EATON CORP PLCETN17,485$5,8030.06%
392XPO LOGISTICS INCXPO43,840$5,7500.06%
393COTY INC-CL ACOTY826,175$5,7500.06%
394COMFORT SYSTEMS USA INC19990810413,550$5,7460.06%
395ALAMO GROUP INCALG30,870$5,7390.06%
396GATX CORPGATX36,970$5,7290.05%
397BROWN & BROWN INCBRO55,930$5,7060.05%
398HEALTHEQUITY INCHQY59,010$5,6620.05%
399INTUIT INCINTU8,950$5,6250.05%
400GE VERNOVA INCGEV16,970$5,5820.05%
401EATON CORP PLCETN16,625$5,5170.05%
402SELECTIVE INSURANCE GROUP81630010758,820$5,5010.05%
403THE AZEK CO INC05478C105114,060$5,4140.05%
404HUNTINGTON INGALLS INDUSTRIES44641310628,630$5,4100.05%
405THE WALT DISNEY CO25468710648,485$5,3990.05%
406DANAHER CORP23585110223,275$5,3430.05%
407ARES MANAGEMENT CORP - AARES-PB29,808$5,2770.05%
408HELIOS TECHNOLOGIES INCHLIO117,070$5,2260.05%
409INSTALLED BUILDING PRODUCTS45780R10129,730$5,2100.05%
410PROSPERITY BANCSHARES INCPB69,145$5,2100.05%
411BROADCOM INCAVGO22,465$5,2080.05%
412PERFORMANCE FOOD GROUP COPFGC61,410$5,1920.05%
413FLOWSERVE CORPFLS89,955$5,1740.05%
414CHESAPEAKE ENERGY CORPEXE51,896$5,1660.05%
415APOLLO GLOBAL MANAGEMENT INC03769M10631,082$5,1340.05%
416ARTISAN PARTNERS ASSET MGMT CL A04316A108118,485$5,1010.05%
417DANAHER CORP23585110222,130$5,0800.05%
418INTERCONTINENTAL EXCHANGE INC45866F10433,995$5,0660.05%
419CIENA CORPCIEN59,315$5,0310.05%
420RUSH ENTERPRISES INC CL ARUSHB91,555$5,0160.05%
421RAMBUS INCRMBS94,645$5,0030.05%
422NASDAQ INCNDAQ64,310$4,9720.05%
423EMBRAER SA-SPON ADREMBJ135,325$4,9640.05%
424CHESAPEAKE ENERGY CORPEXE49,340$4,9120.05%
425SERVICENOW INCNOW4,581$4,8560.05%
426GILDAN ACTIVEWEAR -AGIL102,405$4,8180.05%
427SKECHERS USA INC83056610571,435$4,8030.05%
428AGNC Investment Corp00123Q104518,785$4,7780.05%
429DOMINOS PIZZA INCDPZ11,380$4,7770.05%
430CHAMPION HOMES INCSKY54,130$4,7690.05%
431RED ROCK RESORTS INC-CLASS ARRR102,800$4,7530.05%
432MANPOWERGROUPMAN82,085$4,7380.05%
433UNITED BANKSHARES INCUNTCW125,320$4,7060.05%
434HERC HOLDINGS INCHRI24,725$4,6810.04%
435AAON INCAAON39,720$4,6740.04%
436MONOLITHIC POWER SYSTEMS INC6098391057,835$4,6360.04%
437HUBBELL INC CL BHUBB11,040$4,6250.04%
438MATERION CORPMTRN46,435$4,5910.04%
439VISTRA CORPVST33,275$4,5880.04%
440RANGE RESOURCES CORPRRC127,195$4,5760.04%
441JOHN BEAN TECHNOLOGIES CORPJBTM35,920$4,5650.04%
442NATIONAL RETAIL PROPERTIES INCNNN111,080$4,5380.04%
443WARBY PARKER INC-CLASS AWRBY185,790$4,4980.04%
444JP MORGAN CHASE & COVYLD18,735$4,4910.04%
445ANTERO RESOURCES CORPAR127,710$4,4760.04%
446ZOETIS INCZTS27,445$4,4720.04%
447MSCI INCMSCI7,385$4,4310.04%
448SAIA INCSAIA9,675$4,4090.04%
449STAG INDUSTRIAL INC85254J102129,585$4,3830.04%
450FIRST CASH FINANCIAL SERVICES INCFCFS42,290$4,3810.04%
451BWX TECHNOLOGIES INCBWXT39,320$4,3800.04%
452PORTLAND GENERAL ELECTRIC CO73650884798,620$4,3020.04%
453VALVOLINE INCVVV118,795$4,2980.04%
454KEMPER CORPKMPB64,530$4,2870.04%
455RXO INC-W/IRXO179,285$4,2740.04%
456NVENT ELECTRIC PLCNVT62,412$4,2540.04%
457TOLL BROTHERS INCTOL33,555$4,2260.04%
458KIRBY CORPKEX39,895$4,2210.04%
459META PLATFORMS INC-AMETA7,175$4,2010.04%
460LINCOLN ELECTRIC HOLDINGS53390010622,170$4,1560.04%
461TFI INTERNATIONAL INC87241L10930,455$4,1140.04%
462HAWKINS INCHWKN33,510$4,1110.04%
463VALMONT INDUSTRIES92025310113,390$4,1060.04%
464MATADOR RESOURCES COMTDR72,320$4,0690.04%
465H&E EQUIPMENT SERVICES INC40403010881,955$4,0130.04%
466GLOBUS MEDICAL INC - AGMED48,485$4,0100.04%
467MURPHY OIL USA INCMUR131,985$3,9940.04%
468GE VERNOVA INCGEV11,990$3,9440.04%
469BUILDERS FIRSTSOURCE INCBLDR27,585$3,9430.04%
470CENTENNIAL RESOURCE DEVELO-APR273,965$3,9400.04%
471MFA MORTGAGE INVESTMENTS INC55272X607382,875$3,9010.04%
472OREILLY AUTOMOTIVE INC67103H1073,270$3,8780.04%
473MOTOROLA SOLUTIONS INCMSI8,380$3,8730.04%
474DICKS SPORTING GOODS INC25339310216,900$3,8670.04%
475BECTON DICKINSON & COBDX16,920$3,8390.04%
476THE AZEK CO INC05478C10580,600$3,8260.04%
477ON SEMICONDUCTOR CORPORATIONON60,645$3,8240.04%
478BLUE OWL CAPITAL INCOWL164,390$3,8240.04%
479CHESAPEAKE ENERGY CORPEXE38,258$3,8090.04%
480DOORDASH INC - ADASH22,645$3,7990.04%
481CORTEVA INCCTVA66,265$3,7740.04%
482ABBVIE INCABBV21,135$3,7560.04%
483FABRINETFN16,970$3,7310.04%
484ARES MANAGEMENT CORP - AARES-PB21,055$3,7270.04%
485AVANTOR INCAVTR176,106$3,7110.04%
486HELIOS TECHNOLOGIES INCHLIO82,750$3,6940.04%
487IBMINTR16,800$3,6930.04%
488COLUMBUS MCKINNON CORP/NYCMCO98,785$3,6790.04%
489CAPRI HOLDINGS LTDCPRI173,935$3,6630.04%
490FLOWSERVE CORPFLS63,585$3,6570.04%
491MORGAN STANLEYMS-PQ29,040$3,6510.04%
492SHERWIN WILLIAMSSHW10,735$3,6490.03%
493BECTON DICKINSON & COBDX16,085$3,6490.03%
494CDW CORP/DECDW20,928$3,6420.03%
495ON SEMICONDUCTOR CORPORATIONON57,650$3,6350.03%
496COMFORT SYSTEMS USA INC1999081048,540$3,6210.03%
497TOPBUILD CORPBLD11,470$3,5710.03%
498GXO LOGISTICS INCGXO82,010$3,5670.03%
499INTUIT INCINTU5,640$3,5450.03%
500AGILENT TECHNOLOGIES INCA26,275$3,5300.03%