 COMPASS INCCOMP |
| 8.83% | — | $14.8M | 1.2M | $0 | 0 | +1.2M | New Buy |
 ENCORE CAP GROUP INCECPG |
| 7.75% | 10.81% | $13.0M | 139,536 | $15.6M | 222,611 | -83,075-37.32% | Reduce |
 FLYWIRE CORPORATIONFLYW |
| 7.13% | 8.1% | $12.0M | 681,049 | $11.7M | 1.0M | -323,531-32.21% | Reduce |
 CAPITAL ONE FINL CORPCOF |
| 6.13% | 7.02% | $10.3M | 51,276 | $10.1M | 55,548 | -4,272-7.69% | Reduce |
 Jack Henry & Associates, IncJKHY |
| 4.65% | — | $7.8M | 56,636 | $0 | 0 | +56,636 | New Buy |
| SSEI INVTS COSEIC |
| 4.64% | 3.92% | $7.8M | 88,816 | $5.7M | 72,140 | +16,676+23.12% | Add |
 UMB FINL CORPUMBF |
| 4.42% | 4.87% | $7.4M | 52,019 | $7.0M | 62,314 | -10,295-16.52% | Reduce |
 VALLEY NATL BANCORPVLY |
| 4.28% | 3.43% | $7.2M | 490,651 | $5.0M | 403,720 | +86,931+21.53% | Add |
 VISA INCV |
| 4.27% | 3.62% | $7.2M | 20,877 | $5.2M | 17,286 | +3,591+20.77% | Add |
| SSOMNIGROUP INTERNATIONAL INC COMSGI |
| 4.17% | — | $7.0M | 89,395 | $0 | 0 | +89,395 | New Buy |
 PROG HOLDINGS INCPRG |
| 3.98% | — | $6.7M | 143,375 | $0 | 0 | +143,375 | New Buy |
| WWISDOMTREE INCWT |
| 3.86% | — | $6.5M | 382,391 | $0 | 0 | +382,391 | New Buy |
 LPL FINL HLDGS INCLPLA |
| 3.8% | 3.75% | $6.4M | 22,675 | $5.4M | 17,994 | +4,681+26.01% | Add |
| WWEBULL CORPBULL |
| 3.64% | — | $6.1M | 936,592 | $0 | 0 | +936,592 | New Buy |
 INTERCONTINENTAL EXCHANGE INC COMICE |
| 3.52% | 3.43% | $5.9M | 47,952 | $5.0M | 31,523 | +16,429+52.12% | Add |
 SKYWARD SPECIALTY INS GROUPSKWD |
| 3.26% | 7.64% | $5.5M | 93,911 | $11.0M | 252,415 | -158,504-62.80% | Reduce |
| FFUTU HLDGS LTD SPON ADS CL AFUTU |
| 3.06% | 4.54% | $5.1M | 54,843 | $6.6M | 47,947 | +6,896+14.38% | Add |
 PROGRESSIVE CORPPGR |
| 2.93% | 3.36% | $4.9M | 22,529 | $4.8M | 24,451 | -1,922-7.86% | Reduce |
| FFORTUNE BRANDS INNOVATIONS IFBIN |
| 2.8% | — | $4.7M | 85,703 | $0 | 0 | +85,703 | New Buy |
 AFFIRM HLDGS INC COM CL AAFRM |
| 2.74% | 4.45% | $4.6M | 56,496 | $6.4M | 140,290 | -83,794-59.73% | Reduce |
 CENTURY COMMUNITIES INCCCS |
| 2.63% | 2.36% | $4.4M | 61,651 | $3.4M | 59,355 | +2,296+3.87% | Add |
 VIRTU FINL INCVIRT |
| 2.27% | — | $3.8M | 63,941 | $0 | 0 | +63,941 | New Buy |
 EQUINIX INCEQIX |
| 2.06% | — | $3.5M | 3,323 | $0 | 0 | +3,323 | New Buy |
 D R HORTON INCDHI |
| 1.92% | — | $3.2M | 19,843 | $0 | 0 | +19,843 | New Buy |
| TTRAEGER INCCOOK |
| 1.25% | — | $2.1M | 26,629 | $0 | 0 | +26,629 | New Buy |
