
| ASSET | DATE | % RETURN |
|---|---|---|
Super Micro Computer (SMCI) | 4/1/2022 - 6/30/2023 | 550.78% |
First Solar (FSLR) | 4/1/2022 - 6/30/2023 | 126.03% |
Builders FirstSource (BLDR) | 4/1/2022 - 6/30/2023 | 108.14% |
Lamb Weston (LW) | 4/1/2022 - 6/30/2023 | 92.92% |
Deckers Outdoor (DECK) | 4/1/2022 - 6/30/2023 | 91.37% |
PulteGroup (PHM) | 4/1/2022 - 6/30/2023 | 85.16% |
Comfort Systems USA (FIX) | 4/1/2022 - 6/30/2023 | 84.73% |
Hubbell (HUBB) | 4/1/2022 - 6/30/2023 | 83.26% |
TKO (TKO) | 4/1/2022 - 6/30/2023 | 75.25% |
Jabil Circuit (JBL) | 4/1/2022 - 6/30/2023 | 75.06% |
Fair Isaac (FICO) | 4/1/2022 - 6/30/2023 | 73.63% |
Cardinal Health (CAH) | 4/1/2022 - 6/30/2023 | 72.61% |
Eli Lilly and (LLY) | 4/1/2022 - 6/30/2023 | 66.39% |
Constellation Energy (CEG) | 4/1/2022 - 6/30/2023 | 64.54% |
EMCOR (EME) | 4/1/2022 - 6/30/2023 | 64.46% |
DR Horton (DHI) | 4/1/2022 - 6/30/2023 | 63.14% |
Lennar (LEN) | 4/1/2022 - 6/30/2023 | 55.68% |
NVIDIA (NVDA) | 4/1/2022 - 6/30/2023 | 54.69% |
Arch Capital (ACGL) | 4/1/2022 - 6/30/2023 | 54.49% |
WW Grainger (GWW) | 4/1/2022 - 6/30/2023 | 54.24% |
GE Aerospace (GE) | 4/1/2022 - 6/30/2023 | 53.45% |
ON Semiconductor (ON) | 4/1/2022 - 6/30/2023 | 49.72% |
Quanta Services (PWR) | 4/1/2022 - 6/30/2023 | 49.29% |
PACCAR (PCAR) | 4/1/2022 - 6/30/2023 | 48.26% |
Las Vegas Sands (LVS) | 4/1/2022 - 6/30/2023 | 46.84% |