Added Positions: FLOT, VEA, ICSH, MSFT, GBDC, VB, TSLA, IJH, VOE, ARCC, MELI, UNH, VIAC, NVDA, GNL, SQ, EMQQ, PLUG, ANTM, SYF, PDP, BABA, EWZ, VCSH, ARE, KR, TMX, MGP, GAN, EPAY, ILMN, NCR, SWM, SEE, UNP, VRSN, WST, MA, SUPN, VSTO, PTGX, ABCL, SPY, AOS, ANSS, ATO, B, BXP, CRL, CIEN, CBD, ECL, IT, GOOGL, IEX, SPGI, VTRS, OMC, PRGO, ROG, ACIW, UPS, VOD, WBA, WFC, ZION, CMG, SMFG, AIMC, BR, AGI, FBHS, NBHC, VOYA, OCUL, CTLT, KHC, MRNA, AMCR, BRP, U, COIN, PATH, AEIS, AIN, AIG, RIOT, BANR, BDC, BHLB, CALM, CAMP, CSL, CRI, CHE, CINF, CTXS, CBSH, DBI, DY, HAE, HSC, EHC, HBAN, HURN, ITRI, JJSF, KNX, LEN, LII, MCK, MRCY, NWL, NDSN, NUS, OII, MD, QDEL, RPM, RRC, ROL, SMG, WPM, SWBI, RGR, SUI, TER, XPER, TCBI, THO, USB, WRB, WAB, DIS, WWE, ZBRA, HEI.A, EHTH, AER, IPGP, INFN, SLRC, FTNT, TROX, STAG, NCLH, BFAM, ALDX, HQY, CHRS, BOX, NEX, JBGS, PETQ, BE, ALC, BNTX, XP, SEER, CPNG, RKLB, SLVM, DNA, ACHR,
Reduced Positions: UBER, VWO, NET, EFAV, PNC, AAPL, IVV, VNQI, BRK.A, SCZ, PG, BRK.B, AMZN, PEP, QQQ, VTI, PFE, PM, GOOG, PLTR, MMM, ABT, AMAT, ABBV, HUM, JNJ, ACLS, PSX, CSCO, XOM, SBUX, VIRT, BLK, DE, GS, VLO, KKR, DFUS, AMGN, BAM, LLY, HD, MRK, MS, ORCL, ENZL, THRM, BMY, CVS, CMCSA, GLW, FCX, JPM, CRM, V, DWAS, FREL, IWB, CB, BA, CSX, KO, COST, INTC, NFLX, NEM, OKE, STX, RTX, PRI, ZTS, T, SCHW, CMI, ENIA, FDX, JEF, LMT, MMC, MDT, MET, NVS, OXY, QCOM, WM, WMB, CODI, AVGO, KMI, CARR, IJR, PIE, PIZ, ABMD, ADBE, ADM, BG, CAT, CVX, CI, ELP, STZ, DEO, FSS, GD, GIS, INFO, K, KMB, LAZ, MMS, MU, NSC, PAYX, POWW, SO, SYY, TDY, TEF, WMT, HEES, BGS, BX, CEM, BGB, EWJ, PLD, AFL, ADS, AXP, ADI, ADP, BLL, BAC, GOLD, CF, COP, INGR, EME, EPD, FCN, FISV, GILD, GGG, LHX, INTU, SJM, MGLN, MANH, TAP, NKE, ORI, OI, PCAR, PKG, PH, BRFS, NTR, DGX, REGN, WRK, ROK, SSD, SKT, TSCO, VZ, WTS, WDC, LEN.B, DK, OC, LYB, XYL, NML, OUT, FHB, GOLF, OTIS, VOO, ABB, ALE, ACN, A, APD, ALGN, MO, AZPN, ADSK, AVY, BIIB, SAM, C, CBU, CAG, DHR, DXCM, DD, EIX, ERJ, ESS, NEE, FDS, FE, FORM, GE, IP, ISRG, KBH, MDLZ, LH, LSTR, NGG, NOC, PNW, LIN, ROLL, TMO, EVRG, WY, L, EBR, NRK, KMF, FB, APAM, TWTR, ATHM, MC, KEYS, FCPT, LW, ELAN, DOW, IGMS, NVST, SNOW, HUGS.U, ASAI, COPX, DFAS, GLD, IWO, VNQ, ATVI, AMD, LNT, ALL, AEP, AMT, APH, ATR, WTRG, AZN, ATRI, TFC, BCE, ITUB, BAX, BDX, BTI, CBRL, FIS, CME, SNP, CHT, CHD, CLX, CL, CR, DLR, DISCA, D, DCI, DRQ, DUK, DRE, EOG, EWBC, ETN, EA, EQIX, EL, EXC, FMC, PACW, BEN, FULT, GSK, GPN, EQC, HPQ, HON, HST, ITW, IFF, IPG, JKHY, KLAC, LRCX, LOW, MCD, MTD, MSI, NDAQ, NXST, NI, NUAN, OSK, PPBI, PXD, PHM, RLI, RJF, RMD, RIO, ROP, SBAC, SLB, SGEN, SHW, SBNY, SPG, SKX, SONY, STT, SYK, TJX, TSM, TXN, TTC, VRTX, YUM, CBFV, ET, NMT, SQM, DFS, TEL, LOPE, DG, KRA, BSL, MPC, APTV, NOW, FANG, SBSW, IQV, CSTM, ALLE, ARMK, LBRDK, WK, PYPL, Z, PFGC, WSC, LSXMK, YUMC, ATH, KRP, NVT, SWI, MSGE, WMG, API, LESL, SHC, ENNV, HUGS, OGN, ATAI, NABL, ABSI, BKSY, DVY, EEM, GDX, GDXJ, HACK, IGV, INDA, IWR, JPST, SIL, SLV, SPSM, VGK, VIGI, VPU, AES, ASML, AKAM, ALK, ALB, AEE, AMP, ABC, AME, NLY, AON, ARWR, AJG, AZO, AVB, BHP, BMI, BNS, BBY, BWA, BSX, BCO, CACI, CHRW, CMS, CCMP, CTRA, CDNS, CM, COF, CAH, CNC, LUMN, LFC, CTAS, KOF, CMA, ED, COO, CPRT, CCI, CCK, CFR, DTE, DRI, DVN, DLB, DLTR, E, EMN, EW, EMR, ENTG, ETR, ELS, EQR, EEFT, EXPE, EXPD, EXR, FAST, FHI, FITB, FHN, FLS, F, ORAN, GRMN, GPC, GGB, GEF, HRB, HAL, HAS, HLF, HSY, HOLX, HUBB, IDXX, INFY, TT, ICE, IRM, JBHT, J, JW.A, JCI, KEY, KB, LEG, LYV, MTG, MSM, MFC, MKTX, MAR, MLM, MATW, MCY, MMSI, MCHP, MAA, MUFG, MPWR, MNRO, MCO, NFG, NOV, NYCB, NMR, ES, NTRS, NWE, NVO, ORLY, OGE, ODFL, OHI, IX, PEGA, AVNT, PBH, BKNG, PWR, O, RSG, RHI, ROST, RDS.A, RGLD, SKM, SLG, SNY, SRE, SHI, SWKS, SNA, TRV, SWK, EQNR, STE, SNPS, TTWO, TISI, VIV, TXT, TKR, TTE, TM, TRP, TYL, TSN, UAL, UMPQ, VFC, VMC, WPC, WSO, WAL, WHR, WSM, WTW, WEC, WWW, XEL, XLNX, ZBH, EBAY, TDG, SHG, EVR, WU, TFSL, DAL, AWK, ULTA, MSCI, TAK, AGNC, RGA, STWD, H, BSBR, VRSK, KAR, CHTR, GNRC, FAF, CBOE, BAH, HCA, VAC, EPAM, MTSI, ENPH, PNR, SRC, WDAY, CONE, NRZ, CDW, NWSA, VEDL, ESNT, HLT, KN, FIVN, NAVI, ARES, ANET, FWONK, CZR, BSIG, AXTA, QSR, ETSY, ADAP, NVCR, HPE, ENIC, LSXMA, TWLO, NTB, VST, LAUR, OKTA, BKR, ZLAB, ZS, BILI, NIO, LTHM, WF, WF, FOXA, ZM, AVTR, CTVA, CRWD, IAA, GSMG, XPEV, ATHA, ENNVU, AVAH, VMEO, ME, DTM, BODY, BAMR, KD, LYLT, EMB, IAU, IEMG, IWM, IZRL, PHO, TLT, USMV, VTV,
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