#	Issuer	Ticker	Shares	Value	% of Portfolio
1	ZIM INTEGRATED SHIPPING SERV	ZIM	40,143	$543,938	3.38%
2	INTEL CORP	INTC	13,836	$464,198	2.89%
3	WESTERN DIGITAL CORP	WDC	3,673	$440,980	2.74%
4	APELLIS PHARMACEUTICALS INC	APLS	18,427	$417,003	2.59%
5	VIASAT INC	VSAT	13,747	$402,787	2.50%
6	LOCKHEED MARTIN CORP	LMT	804	$401,365	2.49%
7	GE AEROSPACE	369604301	1,317	$396,180	2.46%
8	TUTOR PERINI CORP	TPC	5,985	$392,556	2.44%
9	COOPER STD HLDGS INC	21676P103	10,404	$384,220	2.39%
10	INTUIT	INTU	562	$383,795	2.39%
11	HF SINCLAIR CORP	DINO	7,192	$376,429	2.34%
12	COSTCO WHSL CORP NEW	22160K105	398	$368,401	2.29%
13	AMERICAN TOWER CORP NEW	03027X100	1,878	$361,177	2.25%
14	PAGAYA TECHNOLOGIES LTD	PGYWW	11,657	$346,096	2.15%
15	BAKKT HOLDINGS INC	BKKT-WT	10,213	$343,667	2.14%
16	INSTEEL INDS INC	45774W108	8,936	$342,606	2.13%
17	AVIS BUDGET GROUP	CAR	2,105	$338,010	2.10%
18	REVOLUTION MEDICINES INC	RVMDW	7,030	$328,301	2.04%
19	U HAUL HOLDING COMPANY	UHAL-B	5,558	$317,195	1.97%
20	NATERA INC	NTRA	1,916	$308,419	1.92%