 ARAMARKARMK |
| 10.14% | 10.08% | $102.3M | 1.8M | $50.3M | 1.2M | +556,972+44.89% | Add |
 PERFORMANCE FOOD GROUP COPFGC |
| 5.82% | 8.03% | $58.7M | 525,123 | $40.1M | 467,731 | +57,392+12.27% | Add |
 LIFE TIME GROUP HOLDINGS INCLTH |
| 5.34% | 6.58% | $53.9M | 1.3M | $32.9M | 1.2M | +99,105+8.13% | Add |
 AMAZON COM INCAMZN |
| 4.46% | 3.52% | $45.0M | 188,778 | $17.5M | 84,215 | +104,563+124.16% | Add |
 META PLATFORMS INCMETA |
| 4.22% | 2.11% | $42.6M | 75,619 | $10.5M | 18,427 | +57,192+310.37% | Add |
 VISA INCV |
| 3.5% | 5.28% | $35.3M | 103,034 | $26.3M | 87,144 | +15,890+18.23% | Add |
 EQUINIX INCEQIX |
| 2.97% | 3.78% | $30.0M | 28,778 | $18.9M | 19,250 | +9,528+49.50% | Add |
 AMPHENOL CORPAPH |
| 2.66% | 2.49% | $26.8M | 152,165 | $12.4M | 98,339 | +53,826+54.74% | Add |
| CCARVANA CO CL ACVNA |
| 2.42% | 1.12% | $24.4M | 370,184 | $5.6M | 17,817 | +352,367+1,977.70% | Add |
 CUMMINS INCCMI |
| 2.02% | — | $20.4M | 28,573 | $0 | 0 | +28,573 | New Buy |
 ADVANCED MICRO DEVICES INCAMD |
| 2.02% | 1.15% | $20.4M | 35,043 | $5.7M | 28,173 | +6,870+24.39% | Add |
| UUNITY SOFTWARE INCU |
| 1.74% | 1.18% | $17.6M | 614,525 | $5.9M | 268,336 | +346,189+129.01% | Add |
| DDOORDASH INCDASH |
| 1.64% | — | $16.6M | 89,707 | $0 | 0 | +89,707 | New Buy |
 SNOWFLAKE INC COM SHSSNOW |
| 1.64% | — | $16.5M | 64,856 | $0 | 0 | +64,856 | New Buy |
 ASML HLDG NVASML |
| 1.63% | 1.15% | $16.5M | 8,270 | $5.7M | 4,349 | +3,921+90.16% | Add |
| FFLEX LTDFLEX |
| 1.61% | — | $16.2M | 100,042 | $0 | 0 | +100,042 | New Buy |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 1.47% | — | $14.9M | 54,614 | $0 | 0 | +54,614 | New Buy |
 GILDAN ACTIVEWEAR INCGIL |
| 1.45% | — | $14.7M | 283,939 | $0 | 0 | +283,939 | New Buy |
| NNUTANIX INCNTNX |
| 1.43% | 0.49% | $14.4M | 283,175 | $2.4M | 63,768 | +219,407+344.07% | Add |
 AXON ENTERPRISEAXON |
| 1.36% | — | $13.8M | 24,529 | $0 | 0 | +24,529 | New Buy |
 SPOTIFY TECHNOLOGY S A SHSSPOT |
| 1.25% | — | $12.6M | 27,400 | $0 | 0 | +27,400 | New Buy |
 WESTERN DIGITAL CORPWDC |
| 1.23% | 0.43% | $12.4M | 19,400 | $2.2M | 8,013 | +11,387+142.11% | Add |
 AMER SPORTS INC COM SHSAS |
| 1.16% | — | $11.7M | 346,349 | $0 | 0 | +346,349 | New Buy |
| TTARGET HOSPITALITY CORPTH |
| 1.12% | 0.26% | $11.3M | 556,093 | $1.3M | 137,691 | +418,402+303.87% | Add |
| SSTMICROELECTRONICS N V NY REGISTRYSTM |
| 1.08% | — | $10.9M | 145,702 | $0 | 0 | +145,702 | New Buy |
| MMODINE MFG COMOD |
| 1.05% | — | $10.6M | 39,672 | $0 | 0 | +39,672 | New Buy |
 LPL FINL HLDGS INCLPLA |
| 1.05% | 1% | $10.5M | 37,449 | $5.0M | 16,656 | +20,793+124.84% | Add |
 CLEAN HARBORS INCCLH |
| 1.03% | — | $10.4M | 34,749 | $0 | 0 | +34,749 | New Buy |
 BLOOM ENERGY CORPBE |
| 1.03% | 1.45% | $10.4M | 34,196 | $7.2M | 53,424 | -19,228-35.99% | Reduce |
| DDARLING INGREDIENTS INCDAR |
| 1.03% | — | $10.3M | 189,358 | $0 | 0 | +189,358 | New Buy |
 MASTERCARD INCORPORATEDMA |
| 1.01% | — | $10.2M | 19,844 | $0 | 0 | +19,844 | New Buy |
 PALO ALTOPANW |
| 1% | — | $10.1M | 29,648 | $0 | 0 | +29,648 | New Buy |
 ZOOM COMMUNICATIONS INCZM |
| 0.99% | — | $10.0M | 116,158 | $0 | 0 | +116,158 | New Buy |
 DEVON ENERGY CORP NEWDVN |
| 0.96% | — | $9.7M | 233,645 | $0 | 0 | +233,645 | New Buy |
| KKKR & CO INC COMKKR |
| 0.95% | — | $9.6M | 104,482 | $0 | 0 | +104,482 | New Buy |
| MMKS INC.MKSI |
| 0.93% | 1.7% | $9.4M | 21,068 | $8.5M | 36,806 | -15,738-42.76% | Reduce |
| UULTRA CLEAN HLDGS INCUCTT |
| 0.92% | — | $9.2M | 64,750 | $0 | 0 | +64,750 | New Buy |
 VEEVA SYS INCVEEV |
| 0.9% | 2.6% | $9.1M | 51,073 | $13.0M | 73,797 | -22,724-30.79% | Reduce |
 NXP SEMICONDUCTORS N VNXPI |
| 0.89% | — | $9.0M | 32,055 | $0 | 0 | +32,055 | New Buy |
 MERCADOLIBRE INC COMMELI |
| 0.89% | — | $9.0M | 5,306 | $0 | 0 | +5,306 | New Buy |
 BORGWARNER INCBWA |
| 0.8% | — | $8.1M | 121,734 | $0 | 0 | +121,734 | New Buy |
 FERGUSON ENTERPRISES INCFERG |
| 0.79% | — | $8.0M | 33,639 | $0 | 0 | +33,639 | New Buy |
| DDUOLINGO INCDUOL |
| 0.78% | — | $7.9M | 68,462 | $0 | 0 | +68,462 | New Buy |
| OOPENLANE INCOPLN |
| 0.76% | — | $7.6M | 184,876 | $0 | 0 | +184,876 | New Buy |
 HEWLETT PACKARD ENTERPRISE CHPE |
| 0.75% | — | $7.6M | 168,237 | $0 | 0 | +168,237 | New Buy |
| IINNIO NVINIO |
| 0.74% | — | $7.5M | 190,000 | $0 | 0 | +190,000 | New Buy |
 S&P GLOBAL INCSPGI |
| 0.73% | 1.53% | $7.4M | 18,203 | $7.6M | 17,945 | +258+1.44% | Add |
 GFL ENVIRONMENTAL INCGFL |
| 0.68% | — | $6.9M | 187,316 | $0 | 0 | +187,316 | New Buy |
 APPLIED MATLS INCAMAT |
| 0.68% | 1.49% | $6.9M | 9,510 | $7.4M | 21,757 | -12,247-56.29% | Reduce |
 MOBILEYE GLOBAL INCMBLY |
| 0.64% | — | $6.4M | 665,610 | $0 | 0 | +665,610 | New Buy |
