| IINNIO NVINIO |
| 74.69% | — | $13.24B | 334.9M | $0 | 0 | +334.9M | New Buy |
| NNIQ GLOBAL INTELLIGENCE PLCNIQ |
| 8.45% | 40.02% | $1.50B | 160.3M | $1.70B | 149.4M | +10.9M+7.29% | Add |
| OOLAPLEX HLDGS INCOLPX |
| 5.77% | 23.89% | $1.02B | 499.5M | $1.01B | 499.5M | 00.00% | Unchanged |
 INTUITIVE MACHS INC CLASS ALUNR |
| 2.77% | — | $491.8M | 23.0M | $0 | 0 | +23.0M | New Buy |
| WWAYSTAR HLDG CORPWAY |
| 1.28% | 6.28% | $227.1M | 11.1M | $266.7M | 11.1M | 00.00% | Unchanged |
 CI&T INCCINT |
| 0.93% | 5.93% | $165.8M | 49.6M | $251.7M | 49.6M | 00.00% | Unchanged |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.79% | 2.74% | $139.9M | 292,875 | $116.2M | 343,875 | -51,000-14.83% | Reduce |
 NU HLDGS LTDNU |
| 0.62% | 2.47% | $109.6M | 8.2M | $104.8M | 7.3M | +912,000+12.51% | Add |
 BAKER HUGHES COMPANYBKR |
| 0.5% | 1.7% | $88.2M | 1.6M | $72.3M | 1.2M | +403,985+34.11% | Add |
| SSOLARIS ENERGY INFRAS INCSEI |
| 0.5% | 1.65% | $88.1M | 1.1M | $70.1M | 1.2M | -146,935-11.84% | Reduce |
| CCARPENTER TECHNOLOGY CORPCRS |
| 0.42% | 2.2% | $73.8M | 119,592 | $93.3M | 236,729 | -117,137-49.48% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 0.41% | 1.17% | $73.1M | 125,823 | $49.6M | 243,905 | -118,082-48.41% | Reduce |
 AMAZON COM INCAMZN |
| 0.39% | — | $69.0M | 289,624 | $0 | 0 | +289,624 | New Buy |
| NNCS MULTISTAGE HLDGS INCNCSM |
| 0.37% | 2.15% | $65.2M | 1.5M | $91.4M | 1.5M | 00.00% | Unchanged |
 BROADCOM INCAVGO |
| 0.33% | — | $58.3M | 154,325 | $0 | 0 | +154,325 | New Buy |
| DDEFINITIVE HEALTHCARE CORP CLASS A COMDH |
| 0.29% | 1.81% | $51.9M | 62.5M | $76.9M | 62.5M | 00.00% | Unchanged |
 ARES MANAGEMENT CORPORATIONARES |
| 0.28% | 1.1% | $49.6M | 445,570 | $46.8M | 428,720 | +16,850+3.93% | Add |
 SYNOPSYS INCSNPS |
| 0.19% | 0.65% | $33.7M | 75,495 | $27.6M | 69,640 | +5,855+8.41% | Add |
 VISTRA CORPVST |
| 0.19% | 0.66% | $33.0M | 208,130 | $28.2M | 187,455 | +20,675+11.03% | Add |
| SSTEPSTONE GROUP INCSTEP |
| 0.16% | 0.14% | $28.3M | 683,432 | $5.7M | 120,135 | +563,297+468.89% | Add |
| EESCO TECHNOLOGIES INCESE |
| 0.11% | — | $19.6M | 56,100 | $0 | 0 | +56,100 | New Buy |
| DDYNATRACE INCDT |
| 0.09% | 0.58% | $16.6M | 377,751 | $24.7M | 667,126 | -289,375-43.38% | Reduce |
| GGROUP 1 AUTOMOTIVE INCGPI |
| 0.09% | 0.92% | $15.1M | 51,841 | $38.9M | 117,752 | -65,911-55.97% | Reduce |
 AERCAP HOLDINGS NV SHSAER |
| 0.08% | — | $14.7M | 100,775 | $0 | 0 | +100,775 | New Buy |
 MARVELL TECHNOLOGY INCMRVL |
| 0.07% | 1.11% | $13.2M | 44,305 | $47.1M | 475,119 | -430,814-90.67% | Reduce |
| AARXIS INCARXS |
| 0.05% | — | $9.7M | 210,211 | $0 | 0 | +210,211 | New Buy |
 MONGODB INC CL AMDB |
| 0.05% | — | $9.1M | 27,020 | $0 | 0 | +27,020 | New Buy |
| AAGI INCAGBK |
| 0.04% | 0.19% | $8.0M | 1.1M | $8.2M | 1.1M | 00.00% | Unchanged |
 AUTODESK INCADSK |
| 0.04% | 0.23% | $7.5M | 38,750 | $9.7M | 40,410 | -1,660-4.11% | Reduce |
| DDPC HOLDINGS PLCDPC |
| 0.01% | — | $2.5M | 50,000 | $0 | 0 | +50,000 | New Buy |
 TRANSDIGM GROUP INCTDG |
| 0.01% | 0.48% | $1.4M | 1,025 | $20.2M | 17,459 | -16,434-94.13% | Reduce |
| RRAPID MICRO BIOSYSTEMS INCRPID |
| <0.01% | 0.03% | $657,044 | 379,794 | $1.3M | 552,377 | -172,583-31.24% | Reduce |
| LLITHIA MTRS INCLAD |
| <0.01% | 0.56% | $576,623 | 1,985 | $23.8M | 95,273 | -93,288-97.92% | Reduce |
 DATADOG INCDDOG |
| <0.01% | 0.01% | $494,684 | 1,900 | $224,295 | 1,900 | 00.00% | Unchanged |
