| Viking Holdings Ltd (VIK) | $900.3M | 4.77% | 8,601,393 | -2,200,810 | Trimmed |
| Live Nation Entertainment, Inc. (LYV) | $828.4M | 4.39% | 4,523,826 | -820,629 | Trimmed |
| Somnigroup International Inc. (SGI) | $697.2M | 3.70% | 8,892,691 | -381,217 | Trimmed |
| ITT Inc. (ITT) | $685.5M | 3.63% | 3,466,371 | -447,115 | Trimmed |
| Westinghouse Air Brake Technologies Corp. (WAB) | $652.9M | 3.46% | 2,421,552 | -502,091 | Trimmed |
| Markel Group Inc. (MKL) | $647.8M | 3.43% | 331,679 | -45,964 | Trimmed |
| Martin Marietta Materials Inc. (MLM) | $583.2M | 3.09% | 1,011,255 | -22,165 | Trimmed |
| Labcorp Holdings Inc. (LH) | $554.9M | 2.94% | 1,981,948 | -192,837 | Trimmed |
| CRH Public Ltd. Co. (CRH) | $489.8M | 2.60% | 4,577,115 | -280,373 | Trimmed |
| Taiwan Semiconductor Manufacturing Company Limited (TSM) | $489.1M | 2.59% | 1,024,189 | -3,737 | Trimmed |
| TransDigm Group Inc. (TDG) | $470.5M | 2.49% | 353,230 | +305,287 | Added |
| Entegris Inc. (ENTG) | $448.6M | 2.38% | 2,493,913 | +1,473,043 | Added |
| Nasdaq, Inc. (NDAQ) | $445.0M | 2.36% | 5,646,320 | +83,194 | Added |
| Hubbell Inc. (HUBB) | $437.0M | 2.32% | 835,260 | +460,923 | Added |
| Steris plc (STE) | $399.0M | 2.12% | 1,894,646 | -248,733 | Trimmed |
| Alcon AG (ALC) | $390.3M | 2.07% | 5,766,342 | +90,038 | Added |
| Canadian Pacific Kansas City Ltd. (CP) | $376.8M | 2.00% | 4,346,986 | -609,038 | Trimmed |
| Visa Inc. (V) | $355.8M | 1.89% | 1,037,159 | +273,519 | Added |
| Emcor Group, Inc. (EME) | $348.4M | 1.85% | 419,806 | -136,043 | Trimmed |
| BWX Technologies, Inc. (BWXT) | $331.7M | 1.76% | 1,704,008 | +977,584 | Added |
| Brown & Brown, Inc. (BRO) | $313.9M | 1.66% | 4,892,500 | -3,129,623 | Trimmed |
| Core & Main, Inc. (CNM) | $281.8M | 1.49% | 5,840,259 | -1,413,948 | Trimmed |
| NVIDIA Corp. (NVDA) | $279.5M | 1.48% | 1,396,937 | +493,447 | Added |
| Packaging Corp. of America (PKG) | $267.0M | 1.42% | 1,120,539 | +97,498 | Added |
| Trimble Inc. (TRMB) | $260.0M | 1.38% | 5,080,354 | -525,514 | Trimmed |
| Service Corp. International (SCI) | $252.7M | 1.34% | 3,326,683 | -2,787,068 | Trimmed |
| Spotify Technology S.A. (SPOT) | $246.5M | 1.31% | 536,831 | +170,955 | Added |
| Corpay, Inc. (CPAY) | $239.2M | 1.27% | 717,626 | -346,320 | Trimmed |
| Paychex Inc. (PAYX) | $228.1M | 1.21% | 2,320,215 | -1,349,858 | Trimmed |
| Amazon.com Inc. (AMZN) | $222.2M | 1.18% | 932,301 | +606,060 | Added |
| Amphenol Corp. (APH) | $220.4M | 1.17% | 1,249,958 | +50,015 | Added |
| Clean Harbors Inc. (CLH) | $217.6M | 1.15% | 728,374 | -403,228 | Trimmed |
| C. H. Robinson Worldwide, Inc. (CHRW) | $215.7M | 1.14% | 1,145,388 | -817,156 | Trimmed |
| Signet Jewelers Ltd. (SIG) | $210.1M | 1.11% | 2,436,873 | -837,943 | Trimmed |
| Intel Corp. (INTC) | $209.9M | 1.11% | 1,503,056 | +63,832 | Added |
| Rollins Inc. (ROL) | $178.8M | 0.95% | 4,283,955 | -483,167 | Trimmed |
| Thermo Fisher Scientific Inc. (TMO) | $176.8M | 0.94% | 352,700 | +53,200 | Added |
| Cae Inc. (CAE) | $175.7M | 0.93% | 7,018,338 | -1,233,353 | Trimmed |
| Workday, Inc. (WDAY) | $163.1M | 0.86% | 1,331,948 | +678,950 | Added |
| Verisk Analytics, Inc. (VRSK) | $158.0M | 0.84% | 879,881 | +459,013 | Added |
| Liberty Media Corp. Del (FWONK) | $152.0M | 0.81% | 1,598,060 | +335,365 | Added |
| Tractor Supply Co. (TSCO) | $137.1M | 0.73% | 4,336,775 | -8,959,689 | Trimmed |
| Apollo Global Management, Inc. (APO) | $136.6M | 0.72% | 1,154,448 | +240,463 | Added |
| Salesforce, Inc. (CRM) | $129.8M | 0.69% | 828,563 | +326,773 | Added |
| Microsoft Corp. (MSFT) | $128.7M | 0.68% | 345,152 | +135,577 | Added |
| Crane Co. (CR) | $127.5M | 0.68% | 571,432 | -44,389 | Trimmed |
| S&P Global Inc. (SPGI) | $99.6M | 0.53% | 244,596 | +139,034 | Added |
| Alphabet Inc. (GOOG) | $98.6M | 0.52% | 279,019 | +95,633 | Added |
| Middleby Corp. (MIDD) | $97.8M | 0.52% | 568,621 | -931,846 | Trimmed |
| Teledyne Technologies Inc. (TDY) | $97.8M | 0.52% | 146,635 | -52,321 | Trimmed |
| Broadcom Inc. (AVGO) | $97.1M | 0.52% | 257,148 | +55,664 | Added |
| Descartes Sys Group Inc. (DSGX) | $89.4M | 0.47% | 1,290,947 | +210,792 | Added |
| Franco Nev Corp. (FNV) | $86.9M | 0.46% | 416,544 | +1,020 | Added |
| St. Joe Co. (JOE) | $84.0M | 0.45% | 1,341,063 | +66,075 | Added |
| Dick's Sporting Goods, Inc. (DKS) | $79.7M | 0.42% | 351,353 | -205,560 | Trimmed |
| Ecolab Inc. (ECL) | $76.9M | 0.41% | 276,003 | +276,003 | New position |
| Fortive Corp. (FTV) | $74.3M | 0.39% | 1,215,882 | -496,971 | Trimmed |
| Chefs' Warehouse, Inc. (CHEF) | $73.6M | 0.39% | 765,435 | +213,749 | Added |
| Life Time Group Holdings, Inc. (LTH) | $70.6M | 0.37% | 1,729,280 | +1,729,280 | New position |
| Agilent Technologies, Inc. (A) | $68.4M | 0.36% | 515,094 | +305,800 | Added |
| Qxo, Inc. (QXO) | $66.7M | 0.35% | 3,860,354 | +1,263,368 | Added |
| Onespaworld Holdings Ltd. (OSW) | $60.8M | 0.32% | 2,154,478 | +490,212 | Added |
| Casella Waste Systems Inc. (CWST) | $54.6M | 0.29% | 563,031 | +171,057 | Added |
| Danaher Corp. (DHR) | $50.9M | 0.27% | 267,153 | +15,575 | Added |
| Esco Technologies Inc. (ESE) | $48.0M | 0.25% | 137,044 | +89,789 | Added |
| CSW Industrials, Inc. (CSW) | $47.8M | 0.25% | 171,599 | +58,148 | Added |
| Formfactor Inc. (FORM) | $45.7M | 0.24% | 285,686 | +28,272 | Added |
| CDW Corp. (CDW) | $44.2M | 0.23% | 314,460 | -881,303 | Trimmed |
| Moog Inc. (MOGA) | $42.5M | 0.23% | 100,313 | -461 | Trimmed |
| Kirby Corp. (KEX) | $41.3M | 0.22% | 304,102 | -71,795 | Trimmed |
| Lindblad Expeditions Holdings, Inc. (LIND) | $41.0M | 0.22% | 1,452,792 | +394,737 | Added |
| United States Lime & Minerals Inc. (USLM) | $39.8M | 0.21% | 380,570 | -25,111 | Trimmed |
| Williams Sonoma Inc. (WSM) | $37.7M | 0.20% | 161,830 | -71,233 | Trimmed |
| McCormick & Co. Inc. (MKC) | $37.1M | 0.20% | 735,626 | +735,626 | New position |
| Pool Corp. (POOL) | $34.3M | 0.18% | 159,803 | +159,803 | New position |
| Solstice Advanced Materials Inc. (SOLS) | $34.1M | 0.18% | 384,351 | +384,351 | New position |
| Cadre Holdings, Inc. (CDRE) | $33.7M | 0.18% | 1,181,921 | +433,423 | Added |
| Shopify Inc. (SHOP) | $33.3M | 0.18% | 291,826 | +56,112 | Added |
| Zurn Elkay Water Solutions Corp. (ZWS) | $33.0M | 0.17% | 653,188 | +224,003 | Added |
| Franklin Electric Co. Inc. (FELE) | $32.4M | 0.17% | 302,669 | +91,442 | Added |
| MYR Group Inc. (MYRG) | $32.3M | 0.17% | 64,563 | +13,401 | Added |
| Kadant Inc. (KAI) | $31.9M | 0.17% | 101,551 | +12,939 | Added |
| Forgent Power Solutions Inc (FPS) | $30.4M | 0.16% | 544,263 | +175,936 | Added |
| Badger Meter Inc. (BMI) | $29.6M | 0.16% | 199,278 | +107,454 | Added |
| Arcosa, Inc. (ACA) | $29.3M | 0.15% | 201,450 | +55,069 | Added |
| Mirion Technologies, Inc. (MIR) | $28.3M | 0.15% | 1,576,023 | +520,555 | Added |
| Everus Construction Group, Inc. (ECG) | $27.9M | 0.15% | 168,221 | +54,315 | Added |
| Loar Holdings Inc. (LOAR) | $27.4M | 0.14% | 339,976 | +136,339 | Added |
| Adeia Inc. (ADEA) | $26.4M | 0.14% | 803,196 | +289,771 | Added |
| Alkami Technology, Inc. (ALKT) | $26.3M | 0.14% | 1,450,006 | +466,056 | Added |
| Alliance Laundry Holdings Inc. (ALH) | $23.8M | 0.13% | 898,085 | +331,900 | Added |
| APi Group Corp. (APG) | $23.8M | 0.13% | 560,842 | -167,183 | Trimmed |
| Boot Barn Holdings, Inc. (BOOT) | $23.7M | 0.13% | 144,492 | +52,166 | Added |
| Moody's Corp. (MCO) | $23.6M | 0.13% | 52,073 | +2,515 | Added |
| MSCI Inc. (MSCI) | $23.5M | 0.13% | 42,048 | +2,798 | Added |
| Outfront Media Inc. (OUT) | $22.3M | 0.12% | 680,906 | +220,140 | Added |
| Lamar Advertising Co. (LAMR) | $21.9M | 0.12% | 140,364 | -331,215 | Trimmed |
| Alarm.com Holdings, Inc. (ALRM) | $21.6M | 0.11% | 462,015 | +69,658 | Added |
| Winmark Corp. (WINA) | $21.5M | 0.11% | 50,929 | +20,520 | Added |
| Union Pacific Corp. (UNP) | $21.5M | 0.11% | 79,100 | -45,327 | Trimmed |