 GE VERNOVA INCGEV |
| 11.9% | 13.01% | $97.8M | 83,279 | $107.3M | 122,929 | -39,650-32.25% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 6.11% | 4.6% | $50.3M | 105,244 | $37.9M | 112,264 | -7,020-6.25% | Reduce |
 AMAZON COM INCAMZN |
| 5.03% | 4.26% | $41.3M | 173,360 | $35.1M | 168,608 | +4,752+2.82% | Add |
 ALPHABET INCGOOGL |
| 4.52% | 3.7% | $37.2M | 103,975 | $30.5M | 106,050 | -2,075-1.96% | Reduce |
 DEXCOM INCDXCM |
| 3.44% | 3.26% | $28.3M | 420,418 | $26.9M | 428,342 | -7,924-1.85% | Reduce |
 GLOBUS MED INCGMED |
| 3.41% | 3.7% | $28.1M | 355,019 | $30.5M | 354,168 | +851+0.24% | Add |
 WELLS FARGO CO NEWWFC |
| 3.23% | 3.14% | $26.5M | 321,253 | $25.9M | 325,242 | -3,989-1.23% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 3.17% | 2.04% | $26.1M | 44,860 | $16.8M | 82,735 | -37,875-45.78% | Reduce |
 HEICO CORP NEWHEI |
| 2.53% | 2.12% | $20.8M | 80,503 | $17.5M | 83,016 | -2,513-3.03% | Reduce |
| OONTO INNOVATION INCONTO |
| 2.42% | 3.83% | $19.9M | 52,585 | $31.6M | 153,935 | -101,350-65.84% | Reduce |
 UNION PAC CORPUNP |
| 2.13% | 1.98% | $17.6M | 64,535 | $16.3M | 67,214 | -2,679-3.99% | Reduce |
 CLEAN HARBORS INCCLH |
| 2.13% | 1.99% | $17.5M | 58,546 | $16.4M | 57,213 | +1,333+2.33% | Add |
 NVIDIA CORPORATIONNVDA |
| 2.1% | 0.87% | $17.3M | 86,282 | $7.2M | 41,336 | +44,946+108.73% | Add |
 CARRIER GLOBALCARR |
| 1.94% | 1.58% | $15.9M | 217,109 | $13.0M | 231,043 | -13,934-6.03% | Reduce |
 STANDARDAERO INCSARO |
| 1.86% | — | $15.3M | 512,390 | $0 | 0 | +512,390 | New Buy |
 VISTRA CORPVST |
| 1.84% | 1.77% | $15.2M | 95,623 | $14.6M | 96,890 | -1,267-1.31% | Reduce |
 ALCON AG ORD SHSALC |
| 1.8% | 2% | $14.8M | 220,615 | $16.5M | 218,867 | +1,748+0.80% | Add |
 GLOBAL PMTS INC COMGPN |
| 1.75% | 1.64% | $14.4M | 198,727 | $13.5M | 201,130 | -2,403-1.19% | Reduce |
 PARKER-HANNIFIN CORPPH |
| 1.75% | 1.04% | $14.4M | 14,692 | $8.6M | 9,614 | +5,078+52.82% | Add |
 OLD DOMINION FREIGHT LINE INODFL |
| 1.68% | 1.93% | $13.8M | 63,922 | $15.9M | 81,609 | -17,687-21.67% | Reduce |
 WASTE CONNECTIONS INCWCN |
| 1.64% | 1.62% | $13.5M | 80,938 | $13.4M | 82,346 | -1,408-1.71% | Reduce |
| PPNC FINL SVCS GROUP INC COMVXF |
| 1.57% | 1.34% | $12.9M | 52,489 | $11.0M | 53,070 | -581-1.09% | Reduce |
 NEW YORK TIMES CO MTN BENYT |
| 1.53% | 0.33% | $12.6M | 180,208 | $2.7M | 32,508 | +147,700+454.35% | Add |
 BOSTON SCIENTIFIC CORP COMBSX |
| 1.41% | 1.96% | $11.6M | 272,493 | $16.2M | 257,907 | +14,586+5.66% | Add |
 MARTIN MARIETTA MATLS INCMLM |
| 1.34% | 1.06% | $11.0M | 19,056 | $8.8M | 14,904 | +4,152+27.86% | Add |
 NIKE INCNKE |
| 1.14% | 1.19% | $9.4M | 228,078 | $9.8M | 185,803 | +42,275+22.75% | Add |
 ELI LILLY & COLLY |
| 1.11% | 0.9% | $9.2M | 7,643 | $7.4M | 8,086 | -443-5.48% | Reduce |
 RAYONIER INCRYN |
| 1.1% | 1.08% | $9.1M | 426,630 | $8.9M | 432,239 | -5,609-1.30% | Reduce |
 UNIFIRST CORP MASSUNF |
| 1.06% | 3.01% | $8.7M | 32,802 | $24.8M | 98,544 | -65,742-66.71% | Reduce |
 NETFLIX INCNFLX |
| 1.05% | — | $8.6M | 121,116 | $0 | 0 | +121,116 | New Buy |
 EATON CORP PLCETN |
| 1.05% | 1.34% | $8.6M | 20,270 | $11.1M | 30,998 | -10,728-34.61% | Reduce |
 ANALOG DEVICES INC COMADI |
| 1.03% | 1.57% | $8.5M | 21,301 | $12.9M | 40,592 | -19,291-47.52% | Reduce |
 TEXAS INSTRS INCTXN |
| 0.98% | 1.05% | $8.0M | 26,992 | $8.7M | 44,744 | -17,752-39.67% | Reduce |
| EEPAM SYS INCEPAM |
| 0.89% | 0.39% | $7.3M | 92,230 | $3.2M | 23,804 | +68,426+287.46% | Add |
| CCONCENTRA GROUP HOLDINGS PARCON |
| 0.88% | 0.71% | $7.2M | 243,531 | $5.8M | 272,071 | -28,540-10.49% | Reduce |
 ACCENTURE PLC IRELANDACN |
| 0.85% | 0.34% | $7.0M | 55,859 | $2.8M | 14,315 | +41,544+290.21% | Add |
 MICROSOFT CORPMSFT |
| 0.81% | 1.01% | $6.7M | 17,885 | $8.3M | 22,397 | -4,512-20.15% | Reduce |
| DDOORDASH INCDASH |
| 0.78% | 0.64% | $6.4M | 34,747 | $5.3M | 35,185 | -438-1.24% | Reduce |
 TAPESTRY INCTPR |
| 0.77% | 0.75% | $6.3M | 43,243 | $6.2M | 43,750 | -507-1.16% | Reduce |
 MEDTRONIC PLCMDT |
| 0.7% | 0.73% | $5.7M | 73,119 | $6.0M | 69,492 | +3,627+5.22% | Add |
 NATERA INCNTRA |
| 0.69% | 0.16% | $5.7M | 20,933 | $1.3M | 6,687 | +14,246+213.04% | Add |
 BROADCOM INCAVGO |
| 0.68% | 1.01% | $5.6M | 14,818 | $8.3M | 26,823 | -12,005-44.76% | Reduce |
 RANGE RES CORPRRC |
| 0.65% | 0.79% | $5.3M | 143,576 | $6.5M | 144,488 | -912-0.63% | Reduce |
 HCA HEALTHCARE INCHCA |
| 0.56% | 0.69% | $4.6M | 11,877 | $5.7M | 12,031 | -154-1.28% | Reduce |
| MMKS INC.MKSI |
| 0.51% | 1.18% | $4.2M | 9,439 | $9.7M | 42,347 | -32,908-77.71% | Reduce |
 IRHYTHM HOLDINGS INCIRTC |
| 0.5% | 0.5% | $4.1M | 34,455 | $4.1M | 34,744 | -289-0.83% | Reduce |
| TTENET HEALTHCARE CORPTHC |
| 0.49% | 0.86% | $4.1M | 21,739 | $7.1M | 37,644 | -15,905-42.25% | Reduce |
| BBANK OF AMER CORPBAC |
| 0.47% | 0.4% | $3.9M | 67,627 | $3.3M | 68,448 | -821-1.20% | Reduce |
 NEWMARK GROUP INCNMRK |
| 0.47% | 0.4% | $3.8M | 253,699 | $3.3M | 218,191 | +35,508+16.27% | Add |
| RRINGCENTRAL INCRNG |
| 0.44% | 0.36% | $3.6M | 93,262 | $3.0M | 80,861 | +12,401+15.34% | Add |
