 GENERAC HLDGS INCGNRC |
| 6.77% | — | $63.6M | 217,195 | $0 | 0 | +217,195 | New Buy |
 CORNING INCGLW |
| 4.92% | — | $46.2M | 180,986 | $0 | 0 | +180,986 | New Buy |
 PARKER-HANNIFIN CORPPH |
| 4.52% | 5.64% | $42.5M | 43,440 | $16.0M | 17,864 | +25,576+143.17% | Add |
 TIMKEN COTKR |
| 4.48% | 2.12% | $42.1M | 289,555 | $6.0M | 59,634 | +229,921+385.55% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 4.48% | — | $42.1M | 72,398 | $0 | 0 | +72,398 | New Buy |
 EAST WEST BANCORP INCEWBC |
| 4.11% | 3.33% | $38.6M | 253,389 | $9.4M | 89,112 | +164,277+184.35% | Add |
 DATADOG INCDDOG |
| 4.01% | 1.22% | $37.7M | 144,774 | $3.5M | 29,394 | +115,380+392.53% | Add |
| CCOMFORT SYS USA INCFIX |
| 3.82% | 5.82% | $35.9M | 18,096 | $16.5M | 11,954 | +6,142+51.38% | Add |
| HHUT 8 CORPHUT |
| 3.56% | — | $33.4M | 289,537 | $0 | 0 | +289,537 | New Buy |
 CURTISS WRIGHT CORPCW |
| 3.5% | 3.57% | $32.9M | 43,434 | $10.1M | 14,850 | +28,584+192.48% | Add |
| FFORGENT POWER SOLUTIONS INCFPS |
| 3.44% | — | $32.4M | 579,176 | $0 | 0 | +579,176 | New Buy |
| MMKS INC.MKSI |
| 3.43% | — | $32.2M | 72,400 | $0 | 0 | +72,400 | New Buy |
 APPLIED MATLS INCAMAT |
| 3.34% | — | $31.4M | 43,440 | $0 | 0 | +43,440 | New Buy |
| UULTRA CLEAN HLDGS INCUCTT |
| 3.3% | — | $31.0M | 217,157 | $0 | 0 | +217,157 | New Buy |
 CATERPILLAR INCCAT |
| 3.28% | — | $30.8M | 28,960 | $0 | 0 | +28,960 | New Buy |
| FFIRST TR EXCHANGE-TRADED FDFAN |
| 3.01% | — | $28.3M | 1.1M | $0 | 0 | +1.1M | New Buy |
| 221SHARES HYPERLIQUID ETFTHYP |
| 2.55% | — | $23.9M | 632,614 | $0 | 0 | +632,614 | New Buy |
 ROBLOX CORP CL ARBLX |
| 2.51% | — | $23.6M | 434,362 | $0 | 0 | +434,362 | New Buy |
| SSOLARIS ENERGY INFRAS INCSEI |
| 2.48% | 2.08% | $23.3M | 289,518 | $5.9M | 104,336 | +185,182+177.49% | Add |
 ROSS STORES INC COMROST |
| 2.46% | 5.71% | $23.1M | 108,595 | $16.2M | 74,618 | +33,977+45.53% | Add |
| DDIGITALOCEAN HLDGS INCDOCN |
| 2.42% | 3.17% | $22.7M | 144,778 | $9.0M | 104,752 | +40,026+38.21% | Add |
| NNEXTPOWER INCNXT |
| 2.29% | 3.17% | $21.6M | 180,950 | $9.0M | 74,588 | +106,362+142.60% | Add |
 HUNT J B TRANS SVCS INCJBHT |
| 2.23% | — | $21.0M | 72,399 | $0 | 0 | +72,399 | New Buy |
| SSOLV ENERGY INCMWH |
| 2.1% | — | $19.7M | 579,148 | $0 | 0 | +579,148 | New Buy |
| BBITDEER TECHNOLOGIES GROUPBTDR |
| 1.96% | — | $18.4M | 1.2M | $0 | 0 | +1.2M | New Buy |
 CIENA CORPCIEN |
| 1.89% | 3.28% | $17.8M | 36,187 | $9.3M | 23,936 | +12,251+51.18% | Add |
| HHYPERLIQUID STRATEGIES IPURR |
| 1.82% | — | $17.1M | 2.2M | $0 | 0 | +2.2M | New Buy |
 AMER SPORTS INC COM SHSAS |
| 1.56% | 2.07% | $14.7M | 434,387 | $5.9M | 178,254 | +256,133+143.69% | Add |
 BRITISH AMERN TOB PLC SPONSORED ADRBTI |
| 1.43% | 1.85% | $13.4M | 217,176 | $5.2M | 89,542 | +127,634+142.54% | Add |
| EENLIGHT RENEWABLE ENERGY LTD SHSENLT |
| 1.37% | 0.43% | $12.9M | 144,778 | $1.2M | 17,848 | +126,930+711.17% | Add |
| BBRINKER INTL INCEAT |
| 1.04% | — | $9.7M | 57,919 | $0 | 0 | +57,919 | New Buy |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.92% | — | $8.6M | 11,542 | $0 | 0 | +11,542 | New Buy |
| SSK TELECOM LTDSKM |
| 0.74% | 2.32% | $7.0M | 217,120 | $6.6M | 224,548 | -7,428-3.31% | Reduce |
| WWISDOMTREE BLOOMBERG US DOLLAR BULLISH FUNDUSDU |
| 0.53% | — | $5.0M | 186,800 | $0 | 0 | +186,800 | New Buy |
| AALMONTY INDS INCALM |
| 0.51% | — | $4.8M | 289,537 | $0 | 0 | +289,537 | New Buy |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 0.42% | — | $3.9M | 14,480 | $0 | 0 | +14,480 | New Buy |
 KONINKLIJKE PHILIPS N V NY REGIS SHS NEWPHG |
| 0.4% | — | $3.8M | 135,674 | $0 | 0 | +135,674 | New Buy |
| DDPC HOLDINGS PLCDPC |
| 0.38% | — | $3.6M | 72,399 | $0 | 0 | +72,399 | New Buy |
| IINVESCO EXCH TRADED FD TR IICQQQ |
| 0.26% | — | $2.5M | 43,583 | $0 | 0 | +43,583 | New Buy |
| NNYLI HEDGE MULTI-STRATEGY TRACKER ETFQAI |
| 0.26% | — | $2.5M | 67,699 | $0 | 0 | +67,699 | New Buy |
| IIMGP DBI MANAGED FUTURES STRATEGY ETFDBMF |
| 0.26% | — | $2.5M | 80,250 | $0 | 0 | +80,250 | New Buy |
 AMAZON COM INCAMZN |
| 0.26% | — | $2.4M | 10,146 | $0 | 0 | +10,146 | New Buy |
| GGLOBAL X FDSQYLD |
| 0.17% | — | $1.6M | 86,131 | $0 | 0 | +86,131 | New Buy |
| IINVESCO S&PSPHQ |
| 0.17% | — | $1.6M | 17,255 | $0 | 0 | +17,255 | New Buy |
| IINVESCO EXCH TRADED FD TR IIIDHQ |
| 0.16% | — | $1.5M | 35,100 | $0 | 0 | +35,100 | New Buy |
| VVANGUARD WELLINGTON FDVFMO |
| 0.15% | — | $1.4M | 5,802 | $0 | 0 | +5,802 | New Buy |
| IISHARES BITCOIN TRUST ETFIBIT |
| 0.12% | — | $1.1M | 34,300 | $0 | 0 | +34,300 | New Buy |
| PPACER DATA & INFRASTRUCTURE REAL ESTATE ETFSRVR |
| 0.07% | — | $683,055 | 21,500 | $0 | 0 | +21,500 | New Buy |
| GGLOBAL X FDSIPAV |
| 0.07% | — | $671,304 | 20,900 | $0 | 0 | +20,900 | New Buy |
| AAGI INCAGBK |
| 0.05% | 0.61% | $512,351 | 72,366 | $1.7M | 238,718 | -166,352-69.69% | Reduce |
