| Top holdings | Sector allocation | (%) |
|---|---|---|
| Live Nation Entertainment Inc | Leisure | 3.48% |
| GFL Environmental Inc | Professional Services | 3.41% |
| Verisign Inc | Information Technology | 2.97% |
| Onto Innovation Inc | Computer Electronics | 2.87% |
| CoStar Group Inc | Real Estate Support Services | 2.83% |
| Lamar Advertising Co Cl A | Real Estate Investment Trust | 2.82% |
| Viper Energy Partners LP - Units | Oil and Gas Production | 2.74% |
| Brookfield Reinsurance Ltd Cl A | Insurance | 2.68% |
| Molina Healthcare Inc | Healthcare Services | 2.61% |
| Autoliv Inc | Automotive | 2.51% |
| Conmed Corp | Healthcare Equipment | 2.30% |
| Guidewire Software Inc | Information Technology | 2.28% |
| Texas Pacific Land Corp | Oil and Gas Production | 2.19% |
| Sensata Technologies Holding PLC | Manufacturing | 2.18% |
| Comfort Systems USA Inc | Manufacturing | 2.17% |