 INTEL CORPINTC |
| 7.45% | 4.51% | $24.2M | 173,151 | $12.1M | 274,389 | -101,238-36.90% | Reduce |
 ROBINHOOD MKTS INCHOOD |
| 5.89% | — | $19.2M | 191,095 | $0 | 0 | +191,095 | New Buy |
| SSTMICROELECTRONICS N V NY REGISTRYSTM |
| 5.19% | — | $16.9M | 225,636 | $0 | 0 | +225,636 | New Buy |
 AMPHENOL CORPAPH |
| 4.09% | — | $13.3M | 75,502 | $0 | 0 | +75,502 | New Buy |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 2.75% | — | $8.9M | 9,265 | $0 | 0 | +9,265 | New Buy |
 ABIVAX SAABVX |
| 2.45% | 1.18% | $8.0M | 45,790 | $3.2M | 23,344 | +22,446+96.15% | Add |
 UNITED THERAPEUTICS CORP DELUTHR |
| 2.33% | 1.58% | $7.6M | 13,981 | $4.2M | 7,055 | +6,926+98.17% | Add |
| RREVOLUTION MEDICINES INC COMRVMD |
| 2.23% | 0.98% | $7.3M | 38,726 | $2.6M | 26,360 | +12,366+46.91% | Add |
 SNOWFLAKE INC COM SHSSNOW |
| 2.17% | — | $7.1M | 27,783 | $0 | 0 | +27,783 | New Buy |
| VVIKING THERAPEUTICS INCVKTX |
| 2.08% | 2.18% | $6.8M | 116,735 | $5.9M | 134,738 | -18,003-13.36% | Reduce |
 FORD MTR COF |
| 1.9% | — | $6.2M | 445,837 | $0 | 0 | +445,837 | New Buy |
 APPLIED MATLS INCAMAT |
| 1.73% | — | $5.6M | 7,780 | $0 | 0 | +7,780 | New Buy |
 COGENT BIOSCIENCES INCCOGT |
| 1.64% | 1.33% | $5.4M | 138,272 | $3.6M | 92,516 | +45,756+49.46% | Add |
 KLA CORPKLAC |
| 1.53% | — | $5.0M | 16,444 | $0 | 0 | +16,444 | New Buy |
 BIOMARIN PHARMACEUTICAL INCBMRN |
| 1.41% | 0.79% | $4.6M | 79,933 | $2.1M | 37,472 | +42,461+113.31% | Add |
 CADENCE DESIGN SYSTEM INC COMAYI |
| 1.28% | — | $4.2M | 11,111 | $0 | 0 | +11,111 | New Buy |
 LAM RESEARCH CORPLRCX |
| 1.17% | — | $3.8M | 8,824 | $0 | 0 | +8,824 | New Buy |
| SSEMTECH CORPSMTC |
| 1.09% | 0.9% | $3.5M | 21,849 | $2.4M | 31,355 | -9,506-30.32% | Reduce |
 HONEYWELL INTL INCHON |
| 1.06% | — | $3.5M | 15,450 | $0 | 0 | +15,450 | New Buy |
| HHONEYWELL AEROSPACE INCHONA |
| 1.05% | — | $3.4M | 15,450 | $0 | 0 | +15,450 | New Buy |
| SSANDISK CORP COMSNDK |
| 0.97% | 3.38% | $3.2M | 1,363 | $9.1M | 14,282 | -12,919-90.46% | Reduce |
 WESTERN DIGITAL CORPWDC |
| 0.95% | — | $3.1M | 4,859 | $0 | 0 | +4,859 | New Buy |
 EDGEWISE THERAPEUTICS INCEWTX |
| 0.87% | 0.34% | $2.8M | 69,441 | $907,678 | 10,592 | +58,849+555.60% | Add |
| KKODIAK SCIENCES INCKOD |
| 0.84% | 0.88% | $2.7M | 56,926 | $2.4M | 51,962 | +4,964+9.55% | Add |
 LITTELFUSE INCLFUS |
| 0.83% | — | $2.7M | 5,927 | $0 | 0 | +5,927 | New Buy |
 CORNING INCGLW |
| 0.74% | 3% | $2.4M | 9,377 | $8.0M | 59,095 | -49,718-84.13% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 0.74% | 2.08% | $2.4M | 2,056 | $5.6M | 16,550 | -14,494-87.58% | Reduce |
| OONTO INNOVATION INCONTO |
| 0.69% | — | $2.3M | 5,947 | $0 | 0 | +5,947 | New Buy |
| TTRIPADVISOR INCTRIP |
| 0.67% | 0.4% | $2.2M | 158,456 | $1.1M | 100,000 | +58,456+58.46% | Add |
 Pdd Holdings Inc ADRPDD |
| 0.66% | 0.56% | $2.1M | 28,145 | $1.5M | 14,732 | +13,413+91.05% | Add |
| AADVANCED ENERGY INDS INCAEIS |
| 0.66% | — | $2.1M | 5,747 | $0 | 0 | +5,747 | New Buy |
 NEXGEN ENERGY LTDNXE |
| 0.65% | 1.03% | $2.1M | 226,741 | $2.8M | 237,953 | -11,212-4.71% | Reduce |
| EELDORADO GOLD CORP NEWEGO |
| 0.64% | 0.67% | $2.1M | 67,090 | $1.8M | 52,246 | +14,844+28.41% | Add |
| PPRECIGEN INC COMPGEN |
| 0.64% | 0.02% | $2.1M | 356,088 | $54,095 | 13,978 | +342,110+2,447.49% | Add |
| EENTEGRIS INCENTG |
| 0.64% | — | $2.1M | 11,568 | $0 | 0 | +11,568 | New Buy |
| IIMMUNOCORE HLDGS PLCIMCR |
| 0.64% | 0.55% | $2.1M | 65,214 | $1.5M | 48,962 | +16,252+33.19% | Add |
 NEBIUS GROUP N VNBIS |
| 0.62% | 0.7% | $2.0M | 7,158 | $1.9M | 18,166 | -11,008-60.60% | Reduce |
| BBITDEER TECHNOLOGIES GROUPBTDR |
| 0.61% | 0.3% | $2.0M | 125,248 | $803,282 | 92,865 | +32,383+34.87% | Add |
 4D MOLECULAR THERAPEUTICS INFDMT |
| 0.59% | — | $1.9M | 145,585 | $0 | 0 | +145,585 | New Buy |
| AAMCOR PLCAMCR |
| 0.57% | 0.44% | $1.9M | 42,900 | $1.2M | 29,539 | +13,361+45.23% | Add |
 ARCUS BIOSCIENCES INCRCUS |
| 0.57% | 0.48% | $1.9M | 57,364 | $1.3M | 60,203 | -2,839-4.72% | Reduce |
| NNAVAN INCNAVN |
| 0.56% | — | $1.8M | 79,842 | $0 | 0 | +79,842 | New Buy |
| MMKS INC.MKSI |
| 0.49% | 0.04% | $1.6M | 3,577 | $119,501 | 520 | +3,057+587.88% | Add |
 EXPAND ENERGY CORPORATIONEXE |
| 0.46% | 0.54% | $1.5M | 17,175 | $1.5M | 13,077 | +4,098+31.34% | Add |
| TTREKOR METALS LTDTGB |
| 0.45% | — | $1.5M | 214,277 | $0 | 0 | +214,277 | New Buy |
 TORM PLCTRMD |
| 0.45% | — | $1.5M | 56,215 | $0 | 0 | +56,215 | New Buy |
 JOHNSON & JOHNSONJNJ |
| 0.44% | 1.24% | $1.4M | 5,605 | $3.3M | 13,593 | -7,988-58.77% | Reduce |
 NOVO-NORDISK A SNVO |
| 0.44% | 0.18% | $1.4M | 25,743 | $474,180 | 3,828 | +21,915+572.49% | Add |
 CORVUS PHARMACEUTICALS ICRVS |
| 0.43% | 0.34% | $1.4M | 75,136 | $907,817 | 62,321 | +12,815+20.56% | Add |
| HHUDBAY MINERALS INCHBM |
| 0.43% | — | $1.4M | 58,997 | $0 | 0 | +58,997 | New Buy |
