WDSCX Holdings List

No.	Symbol	Name	% Weight	Shares
1	EME	EMCOR Group, Inc.	2.71%	40,869
2	TLN	Talen Energy Corporation	2.61%	65,475
3	CWST	Casella Waste Systems, Inc.	2.28%	198,914
4	EQH	Equitable Holdings, Inc.	2.09%	385,927
5	ROAD	Construction Partners, Inc.	2.08%	195,431
6	CRS	Carpenter Technology Corporation	2.01%	76,343
7	WING	Wingstop Inc.	1.95%	48,906
8	CW	Curtiss-Wright Corporation	1.94%	37,425
9	LLYVK	Liberty Live Group	1.89%	212,996
10	CVLT	Commvault Systems, Inc.	1.89%	94,115
11	WFFXX	Allspring Funds Trust - Allspring Government Money Market Fund	1.88%	17,852,680
12	TSX: CLS	Celestica Inc.	1.88%	89,276
13	IRTC	iRhythm Technologies, Inc.	1.83%	123,963
14	AFRM	Affirm Holdings, Inc.	1.81%	250,367
15	RBC	RBC Bearings Incorporated	1.81%	44,313
16	PEN	Penumbra, Inc.	1.81%	67,990
17	HQY	HealthEquity, Inc.	1.76%	171,514
18	AIT	Applied Industrial Technologies, Inc.	1.72%	60,079
19	PCOR	Procore Technologies, Inc.	1.70%	225,433
20	VRNS	Varonis Systems, Inc.	1.62%	274,696
21	RDNT	RadNet, Inc.	1.58%	274,033
22	CWAN	Clearwater Analytics Holdings, Inc.	1.53%	714,535
23	TYL	Tyler Technologies, Inc.	1.51%	24,500
24	TKO	TKO Group Holdings, Inc.	1.51%	85,183
25	ESAB	ESAB Corporation	1.48%	104,623

As of Jul 31, 2025

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Asset Allocation

Asset Class	% Weight
Stocks	98.56%
Cash	1.44%