Contravisory Investment Management 13F-HR Quarterly holdings report by institutional manager

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE

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COLUMN 1	COLUMN 2	COLUMN 3	COLUMN 4	COLUMN 5			COLUMN 6	COLUMN 7	COLUMN 8
			VALUE	SHRS OR	SH/	PUT/	INVESTMENT	OTHER	VOTING AUTHORITY
NAME OF ISSUER	TITLE OF CLASS	CUSIP	(x$1000)	PRN AMT	PRN	CALL	DISCRETION	MANAGER	SOLE	SHARED	NONE
CAMDEN PPTY TR	SH BEN INT	133131102	455,689	3,927	SH		SOLE		3,927	0	0
ENBRIDGE INC	COM	29250N105	2,928	69	SH		SOLE		69	0	0
GOLDMAN SACHS GROUP INC	COM	38141G104	3,436	6	SH		SOLE		6	0	0
MCDONALDS CORP	COM	580135101	5,798	20	SH		SOLE		20	0	0
SCIENCE APPLICATIONS INTL CO	COM	808625107	15,761	141	SH		SOLE		141	0	0
SELECT SECTOR SPDR TR	RL EST SEL SEC	81369Y860	708,471	17,420	SH		SOLE		17,420	0	0
CARGURUS INC	COM CL A	141788109	322,758	8,833	SH		SOLE		8,833	0	0
D R HORTON INC	COM	23331A109	7,297,905	52,195	SH		SOLE		52,195	0	0
HASBRO INC	COM	418056107	638,604	11,422	SH		SOLE		11,422	0	0
INTEL CORP	COM	458140100	100	5	SH		SOLE		5	0	0
VENTAS INC	COM	92276F100	480,248	8,155	SH		SOLE		8,155	0	0
WASTE MGMT INC DEL	COM	94106L109	13,318	66	SH		SOLE		66	0	0
ZIMVIE INC	COM	98888T107	14	1	SH		SOLE		1	0	0
ZIONS BANCORPORATION N A	COM	989701107	936,518	17,263	SH		SOLE		17,263	0	0
INGERSOLL RAND INC	COM	45687V106	857,018	9,474	SH		SOLE		9,474	0	0
ELI LILLY & CO	COM	532457108	474,780	615	SH		SOLE		615	0	0
MONDELEZ INTL INC	CL A	609207105	299	5	SH		SOLE		5	0	0
NISOURCE INC	COM	65473P105	565,663	15,388	SH		SOLE		15,388	0	0
SPDR SER TR	BLOOMBERG EMERGI	78464A391	2,793	143	SH		SOLE		143	0	0
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	874039100	11,546,450	58,466	SH		SOLE		58,466	0	0
TANGER INC	COM	875465106	17,031	499	SH		SOLE		499	0	0
WELLTOWER INC	COM	95040Q104	282,055	2,238	SH		SOLE		2,238	0	0
CADENCE DESIGN SYSTEM INC	COM	127387108	1,207,549	4,019	SH		SOLE		4,019	0	0
ISHARES TR	MSCI EMG MKT ETF	464287234	955,169	22,840	SH		SOLE		22,840	0	0
QUANTA SVCS INC	COM	74762E102	1,396,941	4,420	SH		SOLE		4,420	0	0
SAP SE	SPON ADR	803054204	276,494	1,123	SH		SOLE		1,123	0	0
SELECT SECTOR SPDR TR	SBI INT-UTILS	81369Y886	531,495	7,022	SH		SOLE		7,022	0	0
TEVA PHARMACEUTICAL INDS LTD	SPONSORED ADS	881624209	220,598	10,009	SH		SOLE		10,009	0	0
BADGER METER INC	COM	056525108	327,089	1,542	SH		SOLE		1,542	0	0
BARCLAYS PLC	ADR	06738E204	194,366	14,625	SH		SOLE		14,625	0	0
GE HEALTHCARE TECHNOLOGIES I	COMMON STOCK	36266G107	6,567	84	SH		SOLE		84	0	0
THOMSON REUTERS CORP	COM	884903808	466,064	2,906	SH		SOLE		2,906	0	0
ALPHABET INC	CAP STK CL C	02079K107	9,536,664	50,077	SH		SOLE		50,077	0	0
AVNET INC	COM	053807103	12,557	240	SH		SOLE		240	0	0
BRISTOL-MYERS SQUIBB CO	COM	110122108	487,547	8,620	SH		SOLE		8,620	0	0
CORPAY INC	COM SHS	219948106	9,103,498	26,900	SH		SOLE		26,900	0	0
ISHARES TR	RUS MD CP GR ETF	464287481	670,254	5,288	SH		SOLE		5,288	0	0
MOHAWK INDS INC	COM	608190104	680,351	5,711	SH		SOLE		5,711	0	0
GLOBE LIFE INC	COM	37959E102	1,004	9	SH		SOLE		9	0	0
MARSH & MCLENNAN COS INC	COM	571748102	8,365,768	39,385	SH		SOLE		39,385	0	0
MICROSOFT CORP	COM	594918104	8,108,817	19,238	SH		SOLE		19,238	0	0
NEWS CORP NEW	CL B	65249B208	621,289	20,417	SH		SOLE		20,417	0	0
SELECT SECTOR SPDR TR	TECHNOLOGY	81369Y803	1,230,496	5,292	SH		SOLE		5,292	0	0
ANALOG DEVICES INC	COM	032654105	4,674	22	SH		SOLE		22	0	0
CISCO SYS INC	COM	17275R102	495,978	8,378	SH		SOLE		8,378	0	0
COHERENT CORP	COM	19247G107	23,398	247	SH		SOLE		247	0	0
ISHARES TR	MSCI PERU AND GL	464289842	399,725	10,091	SH		SOLE		10,091	0	0
MARKETAXESS HLDGS INC	COM	57060D108	760,173	3,363	SH		SOLE		3,363	0	0
SCHWAB STRATEGIC TR	SHT TM US TRES	808524862	154,465	6,420	SH		SOLE		6,420	0	0
ZIMMER BIOMET HOLDINGS INC	COM	98956P102	1,690	16	SH		SOLE		16	0	0
AUTODESK INC	COM	052769106	5,911	20	SH		SOLE		20	0	0
BEST BUY INC	COM	086516101	491,720	5,731	SH		SOLE		5,731	0	0
COMFORT SYS USA INC	COM	199908104	122,129	288	SH		SOLE		288	0	0
RELIANCE INC	COM	759509102	16,963	63	SH		SOLE		63	0	0
WARNER BROS DISCOVERY INC	COM SER A	934423104	782	74	SH		SOLE		74	0	0
GMS INC	COM	36251C103	25,025	295	SH		SOLE		295	0	0
HOME DEPOT INC	COM	437076102	7,002	18	SH		SOLE		18	0	0
ISHARES TR	FLTG RATE NT ETF	46429B655	1,272	25	SH		SOLE		25	0	0
ISHARES INC	MSCI ITALY ETF	46434G830	847,309	23,556	SH		SOLE		23,556	0	0
KADANT INC	COM	48282T104	18,284	53	SH		SOLE		53	0	0
TENET HEALTHCARE CORP	COM NEW	88033G407	15,400	122	SH		SOLE		122	0	0
UNITED THERAPEUTICS CORP DEL	COM	91307C102	19,406	55	SH		SOLE		55	0	0
URBAN EDGE PPTYS	COM	91704F104	245,466	11,417	SH		SOLE		11,417	0	0
BROADCOM INC	COM	11135F101	723,109	3,119	SH		SOLE		3,119	0	0
ISHARES INC	MSCI TAIWAN ETF	46434G772	419,308	8,101	SH		SOLE		8,101	0	0
PARKER-HANNIFIN CORP	COM	701094104	3,816	6	SH		SOLE		6	0	0
RYDER SYS INC	COM	783549108	26,509	169	SH		SOLE		169	0	0
S&P GLOBAL INC	COM	78409V104	5,478	11	SH		SOLE		11	0	0
V F CORP	COM	918204108	597,039	27,821	SH		SOLE		27,821	0	0
AMPHENOL CORP NEW	CL A	032095101	562,892	8,105	SH		SOLE		8,105	0	0
AXON ENTERPRISE INC	COM	05464C101	429,099	722	SH		SOLE		722	0	0
NCR ATLEOS CORPORATION	COM SHS	63001N106	509	15	SH		SOLE		15	0	0
STANDEX INTL CORP	COM	854231107	263,095	1,407	SH		SOLE		1,407	0	0
WABTEC	COM	929740108	1,178,871	6,218	SH		SOLE		6,218	0	0
CSW INDUSTRIALS INC	COM	126402106	38,808	110	SH		SOLE		110	0	0
KINDER MORGAN INC DEL	COM	49456B101	304,058	11,097	SH		SOLE		11,097	0	0
PERFORMANCE FOOD GROUP CO	COM	71377A103	20,968	248	SH		SOLE		248	0	0
SIX FLAGS ENTERTAINMENT CORP	COM	83001C108	194,832	4,043	SH		SOLE		4,043	0	0
TARGA RES CORP	COM	87612G101	1,185,419	6,641	SH		SOLE		6,641	0	0
BANCO SANTANDER S.A.	ADR	05964H105	228,898	50,197	SH		SOLE		50,197	0	0
BANK NEW YORK MELLON CORP	COM	064058100	1,076	14	SH		SOLE		14	0	0
CROWDSTRIKE HLDGS INC	CL A	22788C105	36,611	107	SH		SOLE		107	0	0
HONEYWELL INTL INC	COM	438516106	3,614	16	SH		SOLE		16	0	0
SCHWAB STRATEGIC TR	US MID-CAP ETF	808524508	79,029	2,852	SH		SOLE		2,852	0	0
PENTAIR PLC	SHS	G7S00T104	762,851	7,580	SH		SOLE		7,580	0	0
ALLY FINL INC	COM	02005N100	792	22	SH		SOLE		22	0	0
BERKSHIRE HATHAWAY INC DEL	CL B NEW	084670702	551,642	1,217	SH		SOLE		1,217	0	0
RPM INTL INC	COM	749685103	19,320	157	SH		SOLE		157	0	0
T-MOBILE US INC	COM	872590104	883	4	SH		SOLE		4	0	0
ARCH CAP GROUP LTD	ORD	G0450A105	672,493	7,282	SH		SOLE		7,282	0	0
CUSHMAN WAKEFIELD PLC	SHS	G2717B108	291,946	22,320	SH		SOLE		22,320	0	0
AMERICAN AIRLS GROUP INC	COM	02376R102	688,938	39,526	SH		SOLE		39,526	0	0
C H ROBINSON WORLDWIDE INC	COM NEW	12541W209	542,740	5,253	SH		SOLE		5,253	0	0
CURTISS WRIGHT CORP	COM	231561101	26,615	75	SH		SOLE		75	0	0
EAST WEST BANCORP INC	COM	27579R104	19,727	206	SH		SOLE		206	0	0
GARTNER INC	COM	366651107	947,139	1,955	SH		SOLE		1,955	0	0
ONEOK INC NEW	COM	682680103	9,483,081	94,453	SH		SOLE		94,453	0	0
SEALED AIR CORP NEW	COM	81211K100	2,030	60	SH		SOLE		60	0	0
ARISTA NETWORKS INC	COM SHS	040413205	1,110,605	10,048	SH		SOLE		10,048	0	0
EXCELERATE ENERGY INC	CL A COM	30069T101	341,886	11,302	SH		SOLE		11,302	0	0
ITT INC	COM	45073V108	19,289	135	SH		SOLE		135	0	0
PRIMERICA INC	COM	74164M108	21,985	81	SH		SOLE		81	0	0
WILLIAMS SONOMA INC	COM	969904101	23,333	126	SH		SOLE		126	0	0
CLEAN HARBORS INC	COM	184496107	22,324	97	SH		SOLE		97	0	0
COEUR MNG INC	COM NEW	192108504	266,512	46,593	SH		SOLE		46,593	0	0
KIMBERLY-CLARK CORP	COM	494368103	6,552	50	SH		SOLE		50	0	0
TJX COS INC NEW	COM	872540109	3,141	26	SH		SOLE		26	0	0
VICTORY CAP HLDGS INC	COM CL A	92645B103	37,509	573	SH		SOLE		573	0	0
ESSENT GROUP LTD	COM	G3198U102	19,490	358	SH		SOLE		358	0	0
ISHARES INC	MSCI EURZONE ETF	464286608	788,854	16,713	SH		SOLE		16,713	0	0
ISHARES TR	IBOXX INV CP ETF	464287242	1,709	16	SH		SOLE		16	0	0
KLA CORP	COM NEW	482480100	10,082	16	SH		SOLE		16	0	0
WALMART INC	COM	931142103	568,753	6,295	SH		SOLE		6,295	0	0
HP INC	COM	40434L105	979	30	SH		SOLE		30	0	0
ISHARES TR	MSCI DENMARK ETF	46429B523	726,539	6,830	SH		SOLE		6,830	0	0
AFLAC INC	COM	001055102	9,720,257	93,970	SH		SOLE		93,970	0	0
CHEVRON CORP NEW	COM	166764100	6,228	43	SH		SOLE		43	0	0
CORVEL CORP	COM	221006109	472,966	4,251	SH		SOLE		4,251	0	0
ISHARES TR	JPMORGAN USD EMG	464288281	1,514	17	SH		SOLE		17	0	0
MANHATTAN ASSOCIATES INC	COM	562750109	23,241	86	SH		SOLE		86	0	0
MERCADOLIBRE INC	COM	58733R102	219,357	129	SH		SOLE		129	0	0
PACKAGING CORP AMER	COM	695156109	483,354	2,147	SH		SOLE		2,147	0	0
RB GLOBAL INC	COM	74935Q107	20,929	232	SH		SOLE		232	0	0
SELECT SECTOR SPDR TR	COMMUNICATION	81369Y852	1,020,377	10,540	SH		SOLE		10,540	0	0
STRYKER CORPORATION	COM	863667101	7,900,937	21,944	SH		SOLE		21,944	0	0
CACI INTL INC	CL A	127190304	18,587	46	SH		SOLE		46	0	0
NIKE INC	CL B	654106103	3,708	49	SH		SOLE		49	0	0
OCCIDENTAL PETE CORP	COM	674599105	1,779	36	SH		SOLE		36	0	0
ROYAL BK CDA	COM	780087102	226,920	1,883	SH		SOLE		1,883	0	0
BURLINGTON STORES INC	COM	122017106	20,524	72	SH		SOLE		72	0	0
CASEYS GEN STORES INC	COM	147528103	19,019	48	SH		SOLE		48	0	0
CINTAS CORP	COM	172908105	10,324,742	56,512	SH		SOLE		56,512	0	0
ESSEX PPTY TR INC	COM	297178105	471,832	1,653	SH		SOLE		1,653	0	0
INVESCO INDIA EXCHANGE-TRADE	INDIA ETF	46137R109	393,018	15,251	SH		SOLE		15,251	0	0
KIRBY CORP	COM	497266106	20,419	193	SH		SOLE		193	0	0
ULTA BEAUTY INC	COM	90384S303	2,175	5	SH		SOLE		5	0	0
VERIZON COMMUNICATIONS INC	COM	92343V104	3,479	87	SH		SOLE		87	0	0
VORNADO RLTY TR	SH BEN INT	929042109	25,897	616	SH		SOLE		616	0	0
ALCOA CORP	COM	013872106	7,514,820	198,910	SH		SOLE		198,910	0	0
ALKAMI TECHNOLOGY INC	COM	01644J108	359,391	9,798	SH		SOLE		9,798	0	0
AUTOZONE INC	COM	053332102	787,692	246	SH		SOLE		246	0	0
CITIZENS FINL GROUP INC	COM	174610105	832,840	19,032	SH		SOLE		19,032	0	0
PG&E CORP	COM	69331C108	726,460	35,999	SH		SOLE		35,999	0	0
US BANCORP DEL	COM NEW	902973304	3,874	81	SH		SOLE		81	0	0
CHUBB LIMITED	COM	H1467J104	1,382	5	SH		SOLE		5	0	0
LINCOLN NATL CORP IND	COM	534187109	539,672	17,019	SH		SOLE		17,019	0	0
PENNYMAC FINL SVCS INC NEW	COM	70932M107	283,643	2,777	SH		SOLE		2,777	0	0
RTX CORPORATION	COM	75513E101	1,736	15	SH		SOLE		15	0	0
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	78467Y107	335,930	590	SH		SOLE		590	0	0
UNITED STS LIME & MINERALS I	COM	911922102	446,670	3,365	SH		SOLE		3,365	0	0
CARLISLE COS INC	COM	142339100	18,442	50	SH		SOLE		50	0	0
DR REDDYS LABS LTD	ADR	256135203	219,260	13,886	SH		SOLE		13,886	0	0
LENNAR CORP	CL A	526057104	449,339	3,295	SH		SOLE		3,295	0	0
NETFLIX INC	COM	64110L106	14,023,138	15,733	SH		SOLE		15,733	0	0
RALPH LAUREN CORP	CL A	751212101	755,305	3,270	SH		SOLE		3,270	0	0
SAMSARA INC	COM CL A	79589L106	8,256,056	188,969	SH		SOLE		188,969	0	0
AMAZON COM INC	COM	023135106	10,132,747	46,186	SH		SOLE		46,186	0	0
AMERICAN EXPRESS CO	COM	025816109	8,891,828	29,960	SH		SOLE		29,960	0	0
ECOLAB INC	COM	278865100	910,099	3,884	SH		SOLE		3,884	0	0
ISHARES INC	MSCI MLY ETF NEW	46434G814	416,838	16,993	SH		SOLE		16,993	0	0
Q2 HLDGS INC	COM	74736L109	693,378	6,889	SH		SOLE		6,889	0	0
SHARKNINJA INC	COM SHS	G8068L108	8,170,062	83,916	SH		SOLE		83,916	0	0
DAVITA INC	COM	23918K108	909,563	6,082	SH		SOLE		6,082	0	0
MARTIN MARIETTA MATLS INC	COM	573284106	660,087	1,278	SH		SOLE		1,278	0	0
NMI HLDGS INC	COM	629209305	316,062	8,598	SH		SOLE		8,598	0	0
PROGRESSIVE CORP	COM	743315103	455,738	1,902	SH		SOLE		1,902	0	0
UNIVERSAL HLTH SVCS INC	CL B	913903100	616,846	3,438	SH		SOLE		3,438	0	0
LINDE PLC	SHS	G54950103	13,816	33	SH		SOLE		33	0	0
AECOM	COM	00766T100	20,403	191	SH		SOLE		191	0	0
AGIOS PHARMACEUTICALS INC	COM	00847X104	221,871	6,752	SH		SOLE		6,752	0	0
AMERIPRISE FINL INC	COM	03076C106	598,984	1,125	SH		SOLE		1,125	0	0
COSTCO WHSL CORP NEW	COM	22160K105	10,146,774	11,074	SH		SOLE		11,074	0	0
FEDERAL RLTY INVT TR NEW	SH BEN INT NEW	313745101	487,990	4,359	SH		SOLE		4,359	0	0
J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	46641Q670	24,647	535	SH		SOLE		535	0	0
GROUP 1 AUTOMOTIVE INC	COM	398905109	485,966	1,153	SH		SOLE		1,153	0	0
ISHARES TR	RUS MID CAP ETF	464287499	13,172	149	SH		SOLE		149	0	0
KRATOS DEFENSE & SEC SOLUTIO	COM NEW	50077B207	94,704	3,590	SH		SOLE		3,590	0	0
REVVITY INC	COM	714046109	7,721,849	69,186	SH		SOLE		69,186	0	0
SYNCHRONY FINANCIAL	COM	87165B103	585,650	9,010	SH		SOLE		9,010	0	0
TRANSDIGM GROUP INC	COM	893641100	589,285	465	SH		SOLE		465	0	0
TRAVELERS COMPANIES INC	COM	89417E109	6,745	28	SH		SOLE		28	0	0
COLGATE PALMOLIVE CO	COM	194162103	631,734	6,949	SH		SOLE		6,949	0	0
KROGER CO	COM	501044101	503,631	8,236	SH		SOLE		8,236	0	0
NVIDIA CORPORATION	COM	67066G104	739,401	5,506	SH		SOLE		5,506	0	0
PARK NATL CORP	COM	700658107	231,602	1,351	SH		SOLE		1,351	0	0
SELECT SECTOR SPDR TR	INDL	81369Y704	966,591	7,336	SH		SOLE		7,336	0	0
UNITEDHEALTH GROUP INC	COM	91324P102	16,693	33	SH		SOLE		33	0	0
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	92206C409	155,006	1,987	SH		SOLE		1,987	0	0
SMURFIT WESTROCK PLC	SHS	G8267P108	764,220	14,189	SH		SOLE		14,189	0	0
ROYAL CARIBBEAN GROUP	COM	V7780T103	1,287,481	5,581	SH		SOLE		5,581	0	0
CARRIER GLOBAL CORPORATION	COM	14448C104	8,829,363	129,349	SH		SOLE		129,349	0	0
COCA COLA CO	COM	191216100	1,432	23	SH		SOLE		23	0	0
EQUITY RESIDENTIAL	SH BEN INT	29476L107	7,453,855	103,872	SH		SOLE		103,872	0	0
ISHARES INC	MSCI GERMANY ETF	464286806	800,909	25,170	SH		SOLE		25,170	0	0
REINSURANCE GRP OF AMERICA I	COM NEW	759351604	19,440	91	SH		SOLE		91	0	0
SERVICENOW INC	COM	81762P102	500,377	472	SH		SOLE		472	0	0
TESLA INC	COM	88160R101	44,826	111	SH		SOLE		111	0	0
CHIPOTLE MEXICAN GRILL INC	COM	169656105	10,688,175	177,250	SH		SOLE		177,250	0	0
HUNTINGTON BANCSHARES INC	COM	446150104	538,618	33,105	SH		SOLE		33,105	0	0
IES HLDGS INC	COM	44951W106	67,523	336	SH		SOLE		336	0	0
ISHARES TR	MSCI UK ETF NEW	46435G334	800,142	23,603	SH		SOLE		23,603	0	0
ITRON INC	COM	465741106	93,813	864	SH		SOLE		864	0	0
PTC INC	COM	69370C100	892,873	4,856	SH		SOLE		4,856	0	0
TERADATA CORP DEL	COM	88076W103	935	30	SH		SOLE		30	0	0
AMETEK INC	COM	031100100	460,925	2,557	SH		SOLE		2,557	0	0
FIRST FINL BANCORP OH	COM	320209109	273,101	10,160	SH		SOLE		10,160	0	0
PALO ALTO NETWORKS INC	COM	697435105	462,178	2,540	SH		SOLE		2,540	0	0
UNILEVER PLC	SPON ADR NEW	904767704	196,636	3,468	SH		SOLE		3,468	0	0
VISA INC	COM CL A	92826C839	509,456	1,612	SH		SOLE		1,612	0	0
NRG ENERGY INC	COM NEW	629377508	532,208	5,899	SH		SOLE		5,899	0	0
SKYWORKS SOLUTIONS INC	COM	83088M102	2,749	31	SH		SOLE		31	0	0
TEXAS INSTRS INC	COM	882508104	420,022	2,240	SH		SOLE		2,240	0	0
CITIGROUP INC	COM NEW	172967424	563	8	SH		SOLE		8	0	0
FOX CORP	CL A COM	35137L105	609,096	12,538	SH		SOLE		12,538	0	0
MUELLER INDS INC	COM	624756102	26,427	333	SH		SOLE		333	0	0
ORACLE CORP	COM	68389X105	496,920	2,982	SH		SOLE		2,982	0	0
ISHARES TR	20 YR TR BD ETF	464287432	262	3	SH		SOLE		3	0	0
OLD REP INTL CORP	COM	680223104	21,099	583	SH		SOLE		583	0	0
RELX PLC	SPONSORED ADR	759530108	218,107	4,802	SH		SOLE		4,802	0	0
SELECT SECTOR SPDR TR	SBI MATERIALS	81369Y100	184,182	2,189	SH		SOLE		2,189	0	0
US FOODS HLDG CORP	COM	912008109	22,734	337	SH		SOLE		337	0	0
WASTE CONNECTIONS INC	COM	94106B101	7,451,033	43,426	SH		SOLE		43,426	0	0
EATON CORP PLC	SHS	G29183103	530,328	1,598	SH		SOLE		1,598	0	0
HNI CORP	COM	404251100	226,715	4,501	SH		SOLE		4,501	0	0
ILLUMINA INC	COM	452327109	20,312	152	SH		SOLE		152	0	0
ING GROEP N.V.	SPONSORED ADR	456837103	209,680	13,381	SH		SOLE		13,381	0	0
SCHWAB STRATEGIC TR	US SML CAP ETF	808524607	44,479	1,720	SH		SOLE		1,720	0	0
CENCORA INC	COM	03073E105	1,204,959	5,363	SH		SOLE		5,363	0	0
DISNEY WALT CO	COM	254687106	35,743	321	SH		SOLE		321	0	0
FISERV INC	COM	337738108	10,446,634	50,855	SH		SOLE		50,855	0	0
INTERDIGITAL INC	COM	45867G101	419,598	2,166	SH		SOLE		2,166	0	0
MARRIOTT INTL INC NEW	CL A	571903202	845,188	3,030	SH		SOLE		3,030	0	0
MASTERCARD INCORPORATED	CL A	57636Q104	9,563,564	18,162	SH		SOLE		18,162	0	0
UFP INDUSTRIES INC	COM	90278Q108	19,376	172	SH		SOLE		172	0	0
WILLIAMS COS INC	COM	969457100	485,023	8,962	SH		SOLE		8,962	0	0
XPO INC	COM	983793100	21,640	165	SH		SOLE		165	0	0
GLOBANT S A	COM	L44385109	3,645	17	SH		SOLE		17	0	0
HARTFORD FINL SVCS GROUP INC	COM	416515104	438	4	SH		SOLE		4	0	0
HEARTLAND FINL USA INC	COM	42234Q102	294,264	4,800	SH		SOLE		4,800	0	0
ISHARES TR	CHINA LG-CAP ETF	464287184	406,496	13,354	SH		SOLE		13,354	0	0
LENNOX INTL INC	COM	526107107	24,981	41	SH		SOLE		41	0	0
NETAPP INC	COM	64110D104	647,030	5,574	SH		SOLE		5,574	0	0
NEW YORK TIMES CO	CL A	650111107	20,300	390	SH		SOLE		390	0	0
PNC FINL SVCS GROUP INC	COM	693475105	9,107,920	47,228	SH		SOLE		47,228	0	0
SEMTECH CORP	COM	816850101	462,700	7,481	SH		SOLE		7,481	0	0
TETRA TECH INC NEW	COM	88162G103	19,721	495	SH		SOLE		495	0	0
UDR INC	COM	902653104	8,065,838	185,806	SH		SOLE		185,806	0	0
ACADIA RLTY TR	COM SH BEN INT	004239109	297,120	12,298	SH		SOLE		12,298	0	0
NCR VOYIX CORPORATION	COM	62886E108	415	30	SH		SOLE		30	0	0
GARMIN LTD	SHS	H2906T109	1,274,687	6,180	SH		SOLE		6,180	0	0
ADMA BIOLOGICS INC	COM	000899104	185,409	10,811	SH		SOLE		10,811	0	0
APPLIED INDL TECHNOLOGIES IN	COM	03820C105	492,590	2,057	SH		SOLE		2,057	0	0
ABBVIE INC	COM	00287Y109	7,641	43	SH		SOLE		43	0	0
INTEGER HLDGS CORP	COM	45826H109	91,836	693	SH		SOLE		693	0	0
VERTEX PHARMACEUTICALS INC	COM	92532F100	662,039	1,644	SH		SOLE		1,644	0	0
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	G7997R103	666,313	7,720	SH		SOLE		7,720	0	0
SPOTIFY TECHNOLOGY S A	SHS	L8681T102	14,449,032	32,297	SH		SOLE		32,297	0	0
BXP INC	COM	101121101	497,245	6,687	SH		SOLE		6,687	0	0
FEDERATED HERMES INC	CL B	314211103	9,250	225	SH		SOLE		225	0	0
HILTON WORLDWIDE HLDGS INC	COM	43300A203	503,959	2,039	SH		SOLE		2,039	0	0
OSHKOSH CORP	COM	688239201	1,521	16	SH		SOLE		16	0	0
OUTFRONT MEDIA INC	COM	69007J106	267,200	15,062	SH		SOLE		15,062	0	0
OWENS CORNING NEW	COM	690742101	20,779	122	SH		SOLE		122	0	0
SCHWAB STRATEGIC TR	INTL EQTY ETF	808524805	8,177	442	SH		SOLE		442	0	0
VISTRA CORP	COM	92840M102	34,605	251	SH		SOLE		251	0	0
JPMORGAN CHASE & CO.	COM	46625H100	9,116,890	38,033	SH		SOLE		38,033	0	0
JOHNSON & JOHNSON	COM	478160104	1,012	7	SH		SOLE		7	0	0
OSI SYSTEMS INC	COM	671044105	258,177	1,542	SH		SOLE		1,542	0	0
PROVIDENT FINL SVCS INC	COM	74386T105	267,652	14,184	SH		SOLE		14,184	0	0
SELECT SECTOR SPDR TR	FINANCIAL	81369Y605	1,603,299	33,174	SH		SOLE		33,174	0	0
WARRIOR MET COAL INC	COM	93627C101	212,567	3,919	SH		SOLE		3,919	0	0
BOISE CASCADE CO DEL	COM	09739D100	24,010	202	SH		SOLE		202	0	0
CHEESECAKE FACTORY INC	COM	163072101	20,162	425	SH		SOLE		425	0	0
DELL TECHNOLOGIES INC	CL C	24703L202	13,944	121	SH		SOLE		121	0	0
GE AEROSPACE	COM NEW	369604301	524,721	3,146	SH		SOLE		3,146	0	0
HSBC HLDGS PLC	SPON ADR NEW	404280406	228,703	4,624	SH		SOLE		4,624	0	0
LITHIA MTRS INC	COM	536797103	65,052	182	SH		SOLE		182	0	0
VULCAN MATLS CO	COM	929160109	681,145	2,648	SH		SOLE		2,648	0	0
AEGON LTD	AMER REG 1 CERT	0076CA104	199,259	33,830	SH		SOLE		33,830	0	0
BANK AMERICA CORP	COM	060505104	9,550,818	217,311	SH		SOLE		217,311	0	0
CMS ENERGY CORP	COM	125896100	8,148,496	122,258	SH		SOLE		122,258	0	0
INCYTE CORP	COM	45337C102	749,686	10,854	SH		SOLE		10,854	0	0
LEIDOS HOLDINGS INC	COM	525327102	690,912	4,796	SH		SOLE		4,796	0	0
AON PLC	SHS CL A	G0403H108	1,077	3	SH		SOLE		3	0	0
BLACKROCK MULTI SECTOR INC T	COM	09258A107	14,600	1,000	SH		SOLE		1,000	0	0
INVESCO EXCHANGE TRADED FD T	S&P 500 GARP ETF	46137V431	2,622	25	SH		SOLE		25	0	0
ISHARES INC	MSCI SWEDEN ETF	464286756	762,129	20,416	SH		SOLE		20,416	0	0
KEYCORP	COM	493267108	805,614	47,002	SH		SOLE		47,002	0	0
PEPSICO INC	COM	713448108	4,866	32	SH		SOLE		32	0	0
SPROUTS FMRS MKT INC	COM	85208M102	28,718	226	SH		SOLE		226	0	0
UNITED RENTALS INC	COM	911363109	11,271	16	SH		SOLE		16	0	0
WATSCO INC	COM	942622200	19,429	41	SH		SOLE		41	0	0
BIO RAD LABS INC	CL A	090572207	568,651	1,731	SH		SOLE		1,731	0	0
INTERACTIVE BROKERS GROUP IN	COM CL A	45841N107	24,910	141	SH		SOLE		141	0	0
PALOMAR HLDGS INC	COM	69753M105	317,509	3,007	SH		SOLE		3,007	0	0
PRICE T ROWE GROUP INC	COM	74144T108	4,184	37	SH		SOLE		37	0	0
TRINITY INDS INC	COM	896522109	291,786	8,313	SH		SOLE		8,313	0	0
WILEY JOHN & SONS INC	CL A	968223206	213,742	4,890	SH		SOLE		4,890	0	0
AUTOMATIC DATA PROCESSING IN	COM	053015103	12,002	41	SH		SOLE		41	0	0
COPART INC	COM	217204106	8,134,631	141,743	SH		SOLE		141,743	0	0
EASTMAN CHEM CO	COM	277432100	660,152	7,229	SH		SOLE		7,229	0	0
FLOWSERVE CORP	COM	34354P105	23,871	415	SH		SOLE		415	0	0
ISHARES TR	RUSSELL 2000 ETF	464287655	69,980	317	SH		SOLE		317	0	0
REGIONS FINANCIAL CORP NEW	COM	7591EP100	531,999	22,619	SH		SOLE		22,619	0	0
SELECT SECTOR SPDR TR	SBI CONS DISCR	81369Y407	1,009,126	4,498	SH		SOLE		4,498	0	0
UFP TECHNOLOGIES INC	COM	902673102	173,113	708	SH		SOLE		708	0	0
FERRARI N V	COM	N3167Y103	223,041	525	SH		SOLE		525	0	0
AVALONBAY CMNTYS INC	COM	053484101	7,977,872	36,268	SH		SOLE		36,268	0	0
BOSTON SCIENTIFIC CORP	COM	101137107	606,393	6,789	SH		SOLE		6,789	0	0
NORFOLK SOUTHN CORP	COM	655844108	70,410	300	SH		SOLE		300	0	0
ONTO INNOVATION INC	COM	683344105	20,834	125	SH		SOLE		125	0	0
SCHWAB STRATEGIC TR	US LRG CAP ETF	808524201	167,058	7,207	SH		SOLE		7,207	0	0
DEERE & CO	COM	244199105	847	2	SH		SOLE		2	0	0
FAIR ISAAC CORP	COM	303250104	937,728	471	SH		SOLE		471	0	0
HEALTHPEAK PROPERTIES INC	COM	42250P103	448,393	22,121	SH		SOLE		22,121	0	0
ISHARES TR	RUS 2000 VAL ETF	464287630	2,463	15	SH		SOLE		15	0	0
KRAFT HEINZ CO	COM	500754106	491	16	SH		SOLE		16	0	0
M/I HOMES INC	COM	55305B101	252,206	1,897	SH		SOLE		1,897	0	0
BIODEXA PHARMACEUTICALS PLC	SPONSORED ADS	59564R807	162	40	SH		SOLE		40	0	0
PROCTER AND GAMBLE CO	COM	742718109	241,248	1,439	SH		SOLE		1,439	0	0
SPDR GOLD TR	GOLD SHS	78463V107	2,906	12	SH		SOLE		12	0	0
BWX TECHNOLOGIES INC	COM	05605H100	22,612	203	SH		SOLE		203	0	0
DECKERS OUTDOOR CORP	COM	243537107	366,171	1,803	SH		SOLE		1,803	0	0
HINGHAM INSTN SVGS MASS	COM	433323102	31,768	125	SH		SOLE		125	0	0
INTUITIVE SURGICAL INC	COM NEW	46120E602	569,980	1,092	SH		SOLE		1,092	0	0
PROCEPT BIOROBOTICS CORP	COM	74276L105	410,008	5,092	SH		SOLE		5,092	0	0
REGENCY CTRS CORP	COM	758849103	566,821	7,667	SH		SOLE		7,667	0	0
SELECT SECTOR SPDR TR	SBI HEALTHCARE	81369Y209	385,196	2,800	SH		SOLE		2,800	0	0
META PLATFORMS INC	CL A	30303M102	9,365,818	15,996	SH		SOLE		15,996	0	0
FIFTH THIRD BANCORP	COM	316773100	8,575,187	202,819	SH		SOLE		202,819	0	0
ISHARES TR	NATIONAL MUN ETF	464288414	45,497	427	SH		SOLE		427	0	0
MOOG INC	CL A	615394202	316,519	1,608	SH		SOLE		1,608	0	0
OLLIES BARGAIN OUTLET HLDGS	COM	681116109	435,738	3,971	SH		SOLE		3,971	0	0
TEXAS PACIFIC LAND CORPORATI	COM	88262P102	25,437	23	SH		SOLE		23	0	0
CDW CORP	COM	12514G108	17,404	100	SH		SOLE		100	0	0
CVS HEALTH CORP	COM	126650100	539	12	SH		SOLE		12	0	0
CORNERSTONE TOTAL RETURN FD	COM	21924U300	32,023	3,685	SH		SOLE		3,685	0	0
DIGITAL RLTY TR INC	COM	253868103	10,312,271	58,153	SH		SOLE		58,153	0	0
GALLAGHER ARTHUR J & CO	COM	363576109	1,638,382	5,772	SH		SOLE		5,772	0	0
HOWMET AEROSPACE INC	COM	443201108	1,333,877	12,196	SH		SOLE		12,196	0	0
WEST PHARMACEUTICAL SVSC INC	COM	955306105	24,567	75	SH		SOLE		75	0	0
ALPHABET INC	CAP STK CL A	02079K305	16,091	85	SH		SOLE		85	0	0
BROOKFIELD CORP	CL A LTD VT SH	11271J107	1,034	18	SH		SOLE		18	0	0
INSULET CORP	COM	45784P101	551,641	2,113	SH		SOLE		2,113	0	0
NEXTERA ENERGY INC	COM	65339F101	6,481,206	90,406	SH		SOLE		90,406	0	0
PULTE GROUP INC	COM	745867101	1,005,800	9,236	SH		SOLE		9,236	0	0
SELECT SECTOR SPDR TR	SBI CONS STPLS	81369Y308	190,315	2,421	SH		SOLE		2,421	0	0
ZEBRA TECHNOLOGIES CORPORATI	CL A	989207105	800,248	2,072	SH		SOLE		2,072	0	0
NVENT ELECTRIC PLC	SHS	G6700G107	243,468	3,572	SH		SOLE		3,572	0	0
ISHARES TR	BROAD USD HIGH	46435U853	1,472	40	SH		SOLE		40	0	0
PEGASYSTEMS INC	COM	705573103	401,599	4,309	SH		SOLE		4,309	0	0
SPDR S&P 500 ETF TR	TR UNIT	78462F103	113,627	194	SH		SOLE		194	0	0
STEEL DYNAMICS INC	COM	858119100	185,592	1,627	SH		SOLE		1,627	0	0
EMCOR GROUP INC	COM	29084Q100	23,149	51	SH		SOLE		51	0	0
LOEWS CORP	COM	540424108	798,034	9,423	SH		SOLE		9,423	0	0
ROKU INC	COM CL A	77543R102	3,345	45	SH		SOLE		45	0	0
ALLEGION PLC	ORD SHS	G0176J109	531,084	4,064	SH		SOLE		4,064	0	0
DANAHER CORPORATION	COM	235851102	7,575	33	SH		SOLE		33	0	0
GRAINGER W W INC	COM	384802104	1,087,780	1,032	SH		SOLE		1,032	0	0
WESTERN DIGITAL CORP	COM	958102105	433,510	7,270	SH		SOLE		7,270	0	0
DEUTSCHE BANK A G	NAMEN AKT	D18190898	197,081	11,559	SH		SOLE		11,559	0	0
MOTOROLA SOLUTIONS INC	COM NEW	620076307	9,540,889	20,641	SH		SOLE		20,641	0	0
QUALCOMM INC	COM	747525103	5,069	33	SH		SOLE		33	0	0
STRIDE INC	COM	86333M108	399,507	3,844	SH		SOLE		3,844	0	0
VODAFONE GROUP PLC NEW	SPONSORED ADR	92857W308	76	9	SH		SOLE		9	0	0
WELLS FARGO CO NEW	COM	949746101	6,673	95	SH		SOLE		95	0	0
UBS GROUP AG	SHS	H42097107	9,596,432	316,505	SH		SOLE		316,505	0	0
CONSTELLATION ENERGY CORP	COM	21037T109	325,498	1,455	SH		SOLE		1,455	0	0
ESCO TECHNOLOGIES INC	COM	296315104	286,135	2,148	SH		SOLE		2,148	0	0
ICF INTL INC	COM	44925C103	206,829	1,735	SH		SOLE		1,735	0	0
JONES LANG LASALLE INC	COM	48020Q107	19,998	79	SH		SOLE		79	0	0
TOLL BROTHERS INC	COM	889478103	20,278	161	SH		SOLE		161	0	0
VERALTO CORP	COM SHS	92338C103	1,120	11	SH		SOLE		11	0	0
APPLE INC	COM	037833100	434,980	1,737	SH		SOLE		1,737	0	0
CATERPILLAR INC	COM	149123101	7,991,603	22,030	SH		SOLE		22,030	0	0
DOCUSIGN INC	COM	256163106	23,654	263	SH		SOLE		263	0	0
TRANE TECHNOLOGIES PLC	SHS	G8994E103	462,796	1,253	SH		SOLE		1,253	0	0
FRESHPET INC	COM	358039105	459,141	3,100	SH		SOLE		3,100	0	0
GLOBAL PMTS INC	COM	37940X102	336	3	SH		SOLE		3	0	0
RADNET INC	COM	750491102	422,043	6,043	SH		SOLE		6,043	0	0
AT&T INC	COM	00206R102	483,430	21,231	SH		SOLE		21,231	0	0
BLACKSTONE INC	COM	09260D107	4,138	24	SH		SOLE		24	0	0
EVERCORE INC	CLASS A	29977A105	25,779	93	SH		SOLE		93	0	0
INTERNATIONAL BUSINESS MACHS	COM	459200101	494,178	2,248	SH		SOLE		2,248	0	0
IRON MTN INC DEL	COM	46284V101	1,135,503	10,803	SH		SOLE		10,803	0	0
ISHARES TR	MSCI EAFE ETF	464287465	1,009,157	13,347	SH		SOLE		13,347	0	0
ISHARES TR	0-3 MNTH TREASRY	46436E718	66,011	658	SH		SOLE		658	0	0
OREILLY AUTOMOTIVE INC	COM	67103H107	501,593	423	SH		SOLE		423	0	0
PROTAGONIST THERAPEUTICS INC	COM	74366E102	250,823	6,498	SH		SOLE		6,498	0	0
ROLLINS INC	COM	775711104	835,644	18,029	SH		SOLE		18,029	0	0
ROSS STORES INC	COM	778296103	487,392	3,222	SH		SOLE		3,222	0	0
VANGUARD INDEX FDS	S&P 500 ETF SHS	922908363	15,625	29	SH		SOLE		29	0	0