| PPLEXUS CORPPLXS |
| 7.34% | 6.19% | $433.2M | 1.4M | $302.7M | 1.5M | -53,684-3.59% | Reduce |
| VVIASAT INCVSAT |
| 7.21% | 5.31% | $425.9M | 4.7M | $259.3M | 5.7M | -918,876-16.23% | Reduce |
| EEVERPURE INC CL AEVPR |
| 6.2% | 5.64% | $366.1M | 4.6M | $275.5M | 4.7M | -20,052-0.43% | Reduce |
| GGARMIN LTD SHSGRMN |
| 5.34% | 6.32% | $315.2M | 1.3M | $308.9M | 1.3M | -4,609-0.35% | Reduce |
 ARISTA NETWORKS INCANET |
| 5.14% | 4.55% | $303.8M | 1.8M | $222.4M | 1.8M | -22,689-1.25% | Reduce |
| CCOGNEX CORPCGNX |
| 5.08% | 4.33% | $299.8M | 4.1M | $211.7M | 4.3M | -182,360-4.22% | Reduce |
 EXPAND ENERGY CORPORATIONEXE |
| 3.62% | 5.33% | $214.0M | 2.3M | $260.5M | 2.4M | -26,375-1.11% | Reduce |
 PROTO LABS INCPRLB |
| 3.29% | 2.91% | $194.0M | 2.4M | $142.4M | 2.5M | -116,841-4.68% | Reduce |
 AKAMAI TECHNOLOGIES INCAKAM |
| 3.27% | 3.9% | $193.3M | 1.6M | $190.5M | 1.7M | -23,585-1.42% | Reduce |
 DEVON ENERGY CORP NEWDVN |
| 2.95% | — | $174.3M | 4.2M | $0 | 0 | +4.2M | New Buy |
| AALARM COM HLDGS INCALRM |
| 2.84% | 2.89% | $167.5M | 3.6M | $141.2M | 3.3M | +316,628+9.69% | Add |
 GENERAC HLDGS INCGNRC |
| 2.77% | 2.32% | $163.6M | 558,568 | $113.5M | 580,928 | -22,360-3.85% | Reduce |
| PPOWER INTEGRATIONS INCPOWI |
| 2.68% | 2.05% | $158.5M | 1.9M | $100.3M | 2.0M | -67,308-3.44% | Reduce |
| SSEMTECH CORPSMTC |
| 2.62% | 3.47% | $154.6M | 955,033 | $169.7M | 2.2M | -1.3M-56.72% | Reduce |
| IINTERDIGITAL INCIDCC |
| 2.45% | 3.44% | $144.4M | 510,096 | $168.1M | 556,788 | -46,692-8.39% | Reduce |
| ZZETA GLOBAL HOLDINGS CORPZETA |
| 2.25% | 2% | $133.1M | 6.8M | $98.0M | 6.2M | +607,693+9.88% | Add |
 ALIGN TECHNOLOGY INC COM USD0.0001ALGN |
| 2.24% | 2.72% | $132.1M | 783,178 | $133.0M | 775,826 | +7,352+0.95% | Add |
 SNAP ON INCSNA |
| 2.08% | 2.29% | $122.8M | 305,180 | $111.8M | 307,848 | -2,668-0.87% | Reduce |
| SSPS COMM INCSPSC |
| 2.06% | 0.92% | $121.4M | 2.1M | $45.1M | 810,938 | +1.3M+161.90% | Add |
 GENTEX CORPGNTX |
| 1.95% | 2.02% | $115.3M | 4.6M | $98.8M | 4.5M | +41,777+0.92% | Add |
 EAST WEST BANCORP INCEWBC |
| 1.85% | 0.93% | $109.0M | 715,721 | $45.3M | 427,429 | +288,292+67.45% | Add |
| DDOUBLEVERIFY HLDGS INCDV |
| 1.78% | 0.76% | $105.0M | 9.7M | $37.1M | 3.9M | +5.8M+147.92% | Add |
| GGITLAB INCGTLB |
| 1.71% | 0.4% | $101.0M | 3.3M | $19.7M | 909,547 | +2.4M+263.74% | Add |
| MMONDAY COM LTDMNDY |
| 1.55% | 0.57% | $91.5M | 1.3M | $27.9M | 403,888 | +859,447+212.79% | Add |
 SUPER MICRO COMPUTER INCSMCI |
| 1.32% | 2.32% | $78.1M | 2.7M | $113.6M | 5.0M | -2.3M-46.59% | Reduce |
| SSTITCH FIX INC COM CL ASFIX |
| 1.32% | 1.27% | $77.7M | 18.9M | $62.0M | 18.7M | +171,872+0.92% | Add |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 1.24% | 1.17% | $73.0M | 292,065 | $57.3M | 290,226 | +1,839+0.63% | Add |
| DDOLBY LABORATORIES INCDLB |
| 1.11% | 1.56% | $65.6M | 1.2M | $76.1M | 1.3M | -19,992-1.58% | Reduce |
 FLOOR & DECOR HLDGS INCFND |
| 1.11% | 1.14% | $65.5M | 1.1M | $55.5M | 1.1M | +11,750+1.08% | Add |
| IIPG PHOTONICS CORPIPGP |
| 1.05% | 1.24% | $62.3M | 530,833 | $60.6M | 528,737 | +2,096+0.40% | Add |
 AUTODESK INCADSK |
| 1.02% | 1.48% | $60.1M | 309,345 | $72.2M | 301,757 | +7,588+2.51% | Add |
 LGI HOMES INCLGIH |
| 0.88% | 0.58% | $51.9M | 815,069 | $28.5M | 721,601 | +93,468+12.95% | Add |
 SIMPSON MFG INCSSD |
| 0.85% | 0.85% | $50.4M | 240,664 | $41.5M | 241,565 | -901-0.37% | Reduce |
 KORNIT DIGITAL LTDKRNT |
| 0.83% | 0.9% | $49.3M | 3.0M | $44.0M | 3.0M | +32,431+1.08% | Add |
 GARTNER INCIT |
| 0.76% | 1.1% | $44.7M | 344,687 | $53.7M | 338,893 | +5,794+1.71% | Add |
 MICROCHIP TECHNOLOGYMCHP |
| 0.74% | 1.65% | $43.6M | 478,469 | $80.5M | 1.2M | -767,353-61.59% | Reduce |
 CELSIUS HLDGS INCCELH |
| 0.73% | 1.04% | $42.9M | 1.5M | $51.0M | 1.4M | +28,852+2.01% | Add |
 INTUITIVE SURGICAL INCISRG |
| 0.71% | 1.01% | $42.2M | 106,000 | $49.3M | 106,961 | -961-0.90% | Reduce |
| DDYNATRACE INCDT |
| 0.68% | 0.5% | $39.9M | 908,550 | $24.4M | 658,723 | +249,827+37.93% | Add |
 CORE LABORATORIES INCCLB |
| 0.6% | 1.7% | $35.4M | 3.0M | $82.9M | 4.9M | -1.9M-38.38% | Reduce |
 PROGYNY INCPGNY |
| 0.58% | 0.2% | $34.1M | 1.2M | $9.8M | 574,566 | +607,066+105.66% | Add |
| CCEVA INCCEVA |
| 0.53% | 0.17% | $31.3M | 662,802 | $8.4M | 450,484 | +212,318+47.13% | Add |
 TREX INCTREX |
| 0.5% | 0.51% | $29.6M | 592,096 | $24.7M | 678,357 | -86,261-12.72% | Reduce |
 VEEVA SYS INCVEEV |
| 0.42% | — | $25.0M | 140,964 | $0 | 0 | +140,964 | New Buy |
 GRACO INCGGG |
| 0.41% | 0.57% | $24.3M | 321,466 | $27.7M | 327,401 | -5,935-1.81% | Reduce |
| PPOWERFLEET INC COMAIOT |
| 0.41% | 0.46% | $24.0M | 6.3M | $22.5M | 7.3M | -1.1M-14.46% | Reduce |
 INTUITINTU |
| 0.38% | 0.77% | $22.5M | 86,019 | $37.7M | 87,126 | -1,107-1.27% | Reduce |
| WWEAVE COMMUNICATIONS INC COMWEAV |
| 0.3% | 0.22% | $18.0M | 3.0M | $10.5M | 2.3M | +722,528+31.74% | Add |
| ZZIPRECRUITER INC CL AZIP |
| 0.26% | 0.16% | $15.3M | 4.1M | $7.8M | 4.2M | -124,982-2.96% | Reduce |
 PAYCHEX INC COMPAYX |
| 0.25% | 0.27% | $14.9M | 151,732 | $13.2M | 143,000 | +8,732+6.11% | Add |
