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Company Name	Symbol	Price	Prev. Close	Volume	% Change	Change
Sandisk Corporation - Common Stock When-Issued	SNDK	2,303.38	1914.46	10,115,372	+20.31%	+388.92
Micron Technology	MU	1,223.24	1048.51	62,094,501	+16.67%	+174.73
ASML Holding N.V. - New York Registry Shares	ASML	1,838.88	1762.77	1,533,815	+4.32%	+76.11
Applied Materials	AMAT	652.41	588.97	8,753,409	+10.77%	+63.44
Acuity Inc. Common Stock	AYI	366.99	305.51	966,309	+20.12%	+61.48
United Rentals	URI	1,136.63	1083.72	278,118	+4.88%	+52.91
Caterpillar	CAT	1,046.09	994.45	2,703,808	+5.19%	+51.64
Comfort Systems USA, Inc. Common Stock	FIX	2,002.32	1954.47	236,724	+2.45%	+47.85
Mettler-Toledo International, Inc. Common Stock	MTD	1,250.01	1203.18	199,601	+3.89%	+46.83
argenx SE - American Depositary Shares	ARGX	892.28	852.50	330,961	+4.67%	+39.78
Teradyne, Inc. - Common Stock	TER	465.36	427.20	2,763,683	+8.93%	+38.16
NVR, Inc. Common Stock	NVR	6,802.52	6764.83	9,938	+0.56%	+37.69
Seagate Technology Plc	STX	1,029.23	993.25	3,355,859	+3.62%	+35.98
GE Vernova Inc. Common Stock	GEV	1,091.35	1057.65	1,734,953	+3.19%	+33.70
Western Digital	WDC	676.82	643.83	8,372,388	+5.12%	+32.99
Honeywell International Inc. - Common Stock Ex Distribution When Issued	HONIV	234.89	203.01	658	+15.70%	+31.88
Biglari Holdings Inc Cl A	BH-A	1,842.74	1811.79	16,504	+1.71%	+30.95
Cummins	CMI	721.53	694.87	372,026	+3.84%	+26.66
Parker-Hannifin	PH	986.25	961.09	197,990	+2.62%	+25.16
MKS Inc. - Common Stock	MKSI	406.49	381.62	1,587,759	+6.52%	+24.87
Onto Innovation Inc. Common Stock	ONTO	345.18	322.24	1,191,503	+7.12%	+22.94
Deere & Co	DE	623.51	600.75	583,547	+3.79%	+22.76
Ciena Corporation Common Stock	CIEN	486.15	463.51	1,761,131	+4.89%	+22.64
Bio-Rad Laboratories, Inc. Class A Common Stock	BIO	300.83	280.05	442,970	+7.42%	+20.78
Monolithic Power Systems, Inc. - Common Stock	MPWR	1,455.53	1434.95	436,126	+1.43%	+20.58
W.W Grainger	GWW	1,362.19	1342.57	155,004	+1.46%	+19.62
Lam Research	LRCX	394.13	374.80	8,919,312	+5.16%	+19.33
KLA-Tencor Corp	KLAC	259.58	240.48	5,742,681	+7.94%	+19.10
Argan, Inc. Common Stock	AGX	751.11	732.24	122,371	+2.58%	+18.87
Ascendis Pharma A/S - Ordinary Share	ASND	256.74	238.01	1,744,056	+7.87%	+18.73

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