| SSANDISK CORP COMSNDK |
| 33.17% | 17.49% | $568.4M | 250,000 | $158.8M | 250,000 | 00.00% | Unchanged |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 16.32% | 12.5% | $279.6M | 289,774 | $113.5M | 289,774 | 00.00% | Unchanged |
 WESTERN DIGITAL CORPWDC |
| 11.74% | 9.38% | $201.2M | 315,000 | $85.2M | 315,000 | 00.00% | Unchanged |
 ELI LILLY & COLLY |
| 7% | 10.13% | $119.9M | 100,000 | $92.0M | 100,000 | 00.00% | Unchanged |
 LUMENTUM HLDGS INCLITE |
| 6.76% | 10.45% | $115.8M | 135,000 | $94.9M | 135,000 | 00.00% | Unchanged |
 CIENA CORPCIEN |
| 5.73% | 8.55% | $98.1M | 200,000 | $77.6M | 200,000 | 00.00% | Unchanged |
 AMPHENOL CORPAPH |
| 3.94% | 5.32% | $67.5M | 382,716 | $48.4M | 382,716 | 00.00% | Unchanged |
 GE VERNOVA INCGEV |
| 3.58% | 5.01% | $61.3M | 52,150 | $45.5M | 52,150 | 00.00% | Unchanged |
| TTERADYNE INCTER |
| 3.11% | 3.59% | $53.2M | 110,000 | $32.6M | 110,000 | 00.00% | Unchanged |
| AADVANCED ENERGY INDS INCAEIS |
| 1.85% | 3.02% | $31.7M | 85,000 | $27.4M | 85,000 | 00.00% | Unchanged |
 WW GRAINGER INCGWW |
| 1.67% | 2.52% | $28.6M | 21,000 | $22.9M | 21,000 | 00.00% | Unchanged |
 ALBEMARLE CORPALB |
| 1.06% | 1.07% | $18.2M | 135,000 | $9.7M | 135,000 | 00.00% | Unchanged |
 METTLER TOLEDO INTERNATIONALMTD |
| 0.89% | 1.67% | $15.3M | 12,000 | $15.1M | 12,000 | 00.00% | Unchanged |
| EECHOSTAR CORP CLASS CLASS AECHO |
| 0.68% | 1.48% | $11.7M | 115,000 | $13.5M | 115,000 | 00.00% | Unchanged |
| AARCELORMITTAL SA LUXEMBOURG NY REGISTRY SHMT |
| 0.52% | 0.85% | $8.9M | 148,000 | $7.7M | 148,000 | 00.00% | Unchanged |
| EEPAM SYS INCEPAM |
| 0.51% | 1.64% | $8.7M | 110,000 | $14.9M | 110,000 | 00.00% | Unchanged |
 LAUDER ESTEE COS INC CL AEL |
| 0.51% | 0.87% | $8.7M | 110,000 | $7.9M | 110,000 | 00.00% | Unchanged |
 TOYOTA MOTOR CORP ADSTM |
| 0.36% | 0.84% | $6.2M | 37,000 | $7.6M | 37,000 | 00.00% | Unchanged |
| CCARVANA CO CL ACVNA |
| 0.35% | 3.17% | $6.0M | 91,462 | $28.8M | 91,462 | 00.00% | Unchanged |
| RRIO TINTO PLCBBP |
| 0.25% | 0.46% | $4.3M | 45,000 | $4.2M | 45,000 | 00.00% | Unchanged |
