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1892420 26368 SH SOLE 0 0 0 26368 LINCOLN ELEC HLDGS INC COM 533900106 3482270 13981 SH SOLE 0 0 0 13981 LINDE PLC SHS G54950103 3172329 6399 SH SOLE 0 0 0 6399 LITTELFUSE INC COM 537008104 1059300 3122 SH SOLE 0 0 0 3122 LIVERAMP HLDGS INC COM 53815P108 872175 32887 SH SOLE 0 0 0 32887 LOGITECH INTL S A SHS H50430232 4638596 50906 SH SOLE 0 0 0 50906 LOWES COS INC COM 548661107 4649687 19679 SH SOLE 0 0 0 19679 LUCID GROUP INC COM NEW 549498202 114367 12001 SH SOLE 0 0 0 12001 LULULEMON ATHLETICA INC COM 550021109 3014662 19691 SH SOLE 0 0 0 19691 MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 4466447 20113 SH SOLE 0 0 0 20113 MANHATTAN ASSOCIATES INC COM 562750109 820740 6165 SH SOLE 0 0 0 6165 MARINE PETE TR UNIT BEN INT 568423107 82958 15623 SH SOLE 0 0 0 15623 MARTIN MARIETTA MATLS INC COM 573284106 2626485 4462 SH SOLE 0 0 0 4462 MARZETTI COMPANY COM 513847103 933909 6751 SH SOLE 0 0 0 6751 MASTERCARD INCORPORATED CL A 57636Q104 5707873 11424 SH SOLE 0 0 0 11424 MCCORMICK & CO INC 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TAPESTRY INC COM 876030107 829558 5879 SH SOLE 0 0 0 5879 TARGET CORP COM 87612E106 4330161 35727 SH SOLE 0 0 0 35727 TE CONNECTIVITY PLC ORD SHS G87052109 576090 2756 SH SOLE 0 0 0 2756 TELEFONAKTIEBOLAGET LM ERICS ADR B SEK 10 294821608 5951709 528102 SH SOLE 0 0 0 528102 TESLA INC COM 88160R101 16977310 45669 SH SOLE 0 0 0 45669 TEXAS INSTRS INC COM 882508104 2903278 14955 SH SOLE 0 0 0 14955 TEXAS PACIFIC LAND CORPORATI COM 88262P102 5308263 11186 SH SOLE 0 0 0 11186 THE TRADE DESK INC COM CL A 88339J105 665338 29323 SH SOLE 0 0 0 29323 THERMO FISHER SCIENTIFIC INC COM 883556102 244442 497 SH SOLE 0 0 0 497 TIDAL TRUST I SP DWJNS SUKUK 886364702 193123 10789 SH SOLE 0 0 0 10789 TJX COS INC NEW COM 872540109 3967622 24844 SH SOLE 0 0 0 24844 TOAST INC CL A 888787108 1345994 50773 SH SOLE 0 0 0 50773 TRACTOR SUPPLY CO COM 892356106 1805437 39855 SH SOLE 0 0 0 39855 TRANE TECHNOLOGIES PLC SHS G8994E103 783871 1881 SH SOLE 0 0 0 1881 TWILIO INC CL A 90138F102 1158693 9209 SH SOLE 0 0 0 9209 TYLER TECHNOLOGIES INC COM 902252105 1909169 5576 SH SOLE 0 0 0 5576 UBER TECHNOLOGIES INC COM 90353T100 2581924 35895 SH SOLE 0 0 0 35895 UIPATH INC CL A 90364P105 544953 49095 SH SOLE 0 0 0 49095 ULTA BEAUTY INC COM 90384S303 950619 1819 SH SOLE 0 0 0 1819 UNILEVER PLC SPON ADR NEW 904767803 4481346 78662 SH SOLE 0 0 0 78662 UNION PAC CORP COM 907818108 4210475 17354 SH SOLE 0 0 0 17354 UNITED PARCEL SVCS INC CL B 911312106 365965 3720 SH SOLE 0 0 0 3720 UNITED RENTALS INC COM 911363109 1446453 1985 SH SOLE 0 0 0 1985 VALMONT INDS INC COM 920253101 747280 1870 SH SOLE 0 0 0 1870 VEEVA SYS INC CL A COM 922475108 5115834 29124 SH SOLE 0 0 0 29124 VENTAS INC COM 92276F100 2184382 26710 SH SOLE 0 0 0 26710 VERALTO CORP COM SHS 92338C103 1310837 14825 SH SOLE 0 0 0 14825 VERISIGN INC COM 92343E102 904155 3641 SH SOLE 0 0 0 3641 VERTIV HOLDINGS CO COM CL A 92537N108 8284628 33062 SH SOLE 0 0 0 33062 VISA INC COM CL A 92826C839 5327452 17627 SH SOLE 0 0 0 17627 VISTRA CORP COM 92840M102 458206 3048 SH SOLE 0 0 0 3048 VULCAN MATLS CO COM 929160109 1380299 5069 SH SOLE 0 0 0 5069 WABTEC COM 929740108 2199255 8800 SH SOLE 0 0 0 8800 WASTE CONNECTIONS INC COM 94106B101 556471 3426 SH SOLE 0 0 0 3426 WATERS CORP COM 941848103 1081139 3630 SH SOLE 0 0 0 3630 WAYSTAR HLDG CORP COM 946784105 298120 12365 SH SOLE 0 0 0 12365 WELLTOWER INC COM 95040Q104 7945801 40189 SH SOLE 0 0 0 40189 WEST PHARMACEUTICAL SVSC INC COM 955306105 2392234 9545 SH SOLE 0 0 0 9545 WEYERHAEUSER CO COM NEW 962166104 2193121 89772 SH SOLE 0 0 0 89772 WORKDAY INC CL A 98138H101 2083621 16038 SH SOLE 0 0 0 16038 WW GRAINGER INC COM 384802104 6532678 5989 SH SOLE 0 0 0 5989 XYLEM INC COM 98419M100 2373152 19859 SH SOLE 0 0 0 19859 ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 1147067 5486 SH SOLE 0 0 0 5486 ZSCALER INC COM 98980G102 2807692 20013 SH SOLE 0 0 0 20013 ZURN ELKAY WATER SOLNS CORP COM 98983L108 1106316 24673 SH SOLE 0 0 0 24673