 NVIDIA CORPORATIONNVDA |
| 5.58% | 5.03% | $199.9M | 998,902 | $201.7M | 1.2M | -157,641-13.63% | Reduce |
 MICROSOFT CORPMSFT |
| 4.31% | 4.25% | $154.3M | 413,524 | $170.2M | 459,806 | -46,282-10.07% | Reduce |
 HEICO CORP NEWHEI |
| 3.59% | 2.78% | $128.7M | 361,213 | $111.4M | 406,226 | -45,013-11.08% | Reduce |
 AMAZON COM INCAMZN |
| 3.36% | 2.92% | $120.3M | 504,618 | $117.1M | 562,039 | -57,421-10.22% | Reduce |
| RRB GLOBAL INCRBA |
| 3.34% | 3.05% | $119.7M | 1.0M | $122.2M | 1.3M | -247,392-19.40% | Reduce |
 ANALOG DEVICES INC COMADI |
| 3.28% | 2.75% | $117.3M | 295,295 | $110.3M | 346,665 | -51,370-14.82% | Reduce |
 MEDPACE HLDGS INCMEDP |
| 2.72% | 2.85% | $97.4M | 183,941 | $114.0M | 237,407 | -53,466-22.52% | Reduce |
| FFASTENAL CO COMFAST |
| 2.68% | 2.57% | $96.1M | 2.0M | $103.1M | 2.2M | -220,172-9.91% | Reduce |
 ALPHABET INCGOOGL |
| 2.39% | 1.92% | $85.6M | 239,570 | $77.0M | 267,866 | -28,296-10.56% | Reduce |
 WEST PHARMACEUTICAL SVSC INCWST |
| 2.33% | 1.64% | $83.5M | 232,514 | $65.5M | 261,442 | -28,928-11.06% | Reduce |
 GRAND CANYON ED INCLOPE |
| 2.22% | 3.04% | $79.5M | 555,692 | $121.8M | 716,586 | -160,894-22.45% | Reduce |
| PPRIVIA HEALTH GROUP INCPRVA |
| 2.15% | 2.01% | $77.2M | 3.0M | $80.6M | 3.9M | -919,351-23.47% | Reduce |
| FFIVE BELOW INCFIVE |
| 2.15% | 3.26% | $77.1M | 428,994 | $130.8M | 572,301 | -143,307-25.04% | Reduce |
| TTYLER TECHNOLOGIES INCTYL |
| 2.05% | 2.19% | $73.5M | 251,422 | $87.8M | 256,413 | -4,991-1.95% | Reduce |
| EENSIGN GROUP INCENSG |
| 1.97% | 2.86% | $70.5M | 440,086 | $114.7M | 569,345 | -129,259-22.70% | Reduce |
| AAlphabet Inc Class CGOOG |
| 1.87% | 1.5% | $66.8M | 189,147 | $60.3M | 210,154 | -21,007-10.00% | Reduce |
| KKINSALE CAP GROUP INCKNSL |
| 1.71% | 2.1% | $61.2M | 185,530 | $84.1M | 246,236 | -60,706-24.65% | Reduce |
 KADANT INCKAI |
| 1.71% | 1.84% | $61.1M | 194,573 | $73.7M | 252,230 | -57,657-22.86% | Reduce |
 VEEVA SYS INCVEEV |
| 1.55% | 1.35% | $55.6M | 313,378 | $54.1M | 307,717 | +5,661+1.84% | Add |
 S&P GLOBAL INCSPGI |
| 1.48% | 1.53% | $52.9M | 129,844 | $61.3M | 144,215 | -14,371-9.96% | Reduce |
| WWATSCO INCWSO |
| 1.4% | 1.2% | $50.1M | 120,334 | $47.9M | 131,738 | -11,404-8.66% | Reduce |
 VERISK ANALYTICS INC COMVRSK |
| 1.37% | 1.38% | $49.0M | 272,866 | $55.3M | 291,692 | -18,826-6.45% | Reduce |
 SERVICENOW INCNOW |
| 1.36% | 1.43% | $48.7M | 490,814 | $57.5M | 549,784 | -58,970-10.73% | Reduce |
| RROLLINS INC COMROL |
| 1.31% | 1.66% | $47.0M | 1.1M | $66.4M | 1.2M | -116,565-9.38% | Reduce |
 TESLA INCTSLA |
| 1.27% | 1.13% | $45.4M | 107,923 | $45.2M | 121,640 | -13,717-11.28% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 1.25% | 0.8% | $44.6M | 107,378 | $32.0M | 118,359 | -10,981-9.28% | Reduce |
 VISA INCV |
| 1.22% | 1.07% | $43.5M | 126,874 | $42.8M | 141,665 | -14,791-10.44% | Reduce |
 DANAHER CORP DEL COMDHR |
| 1.19% | 1.05% | $42.6M | 223,404 | $42.2M | 222,825 | +579+0.26% | Add |
| FFRESHPET INCFRPT |
| 1.11% | 1.36% | $39.9M | 675,318 | $54.4M | 923,023 | -247,705-26.84% | Reduce |
 STARBUCKS CORPSBUX |
| 1.1% | 0.96% | $39.5M | 386,968 | $38.3M | 427,880 | -40,912-9.56% | Reduce |
| GGLAUKOS CORP COMGKOS |
| 1.1% | 1.16% | $39.4M | 282,089 | $46.6M | 433,228 | -151,139-34.89% | Reduce |
 IDEXX LABS INC COMIDXX |
| 1.08% | 1.16% | $38.7M | 73,440 | $46.4M | 82,524 | -9,084-11.01% | Reduce |
 LINDE PLCLIN |
| 1.07% | — | $38.4M | 73,993 | $0 | 0 | +73,993 | New Buy |
 CINTAS CORP COMCTAS |
| 1.06% | 0.97% | $37.8M | 222,153 | $38.8M | 229,158 | -7,005-3.06% | Reduce |
| PPAYLOCITY HLDG CORPPCTY |
| 0.96% | 1.25% | $34.3M | 328,366 | $49.9M | 462,019 | -133,653-28.93% | Reduce |
| GGUIDEWIRE SOFTWARE INCGWRE |
| 0.92% | 0.86% | $32.8M | 266,959 | $34.3M | 229,512 | +37,447+16.32% | Add |
| CCOGNEX CORPCGNX |
| 0.9% | 0.87% | $32.2M | 444,577 | $35.0M | 715,343 | -270,766-37.85% | Reduce |
 FLOOR & DECOR HLDGS INCFND |
| 0.87% | 0.83% | $31.2M | 524,882 | $33.3M | 655,411 | -130,529-19.92% | Reduce |
 COSTAR GROUP INCCSGP |
| 0.86% | 1.24% | $30.9M | 1.1M | $49.5M | 1.2M | -135,856-11.07% | Reduce |
 BIO-TECHNE CORPTECH |
| 0.86% | 0.79% | $30.8M | 436,507 | $31.8M | 608,916 | -172,409-28.31% | Reduce |
 FAIR ISAAC CORPFICO |
| 0.83% | 0.72% | $29.7M | 24,897 | $28.7M | 26,901 | -2,004-7.45% | Reduce |
 NETFLIX INCNFLX |
| 0.82% | 1.11% | $29.3M | 410,274 | $44.6M | 463,583 | -53,309-11.50% | Reduce |
| AAAON INCAAON |
| 0.74% | 0.62% | $26.5M | 208,611 | $25.0M | 302,369 | -93,758-31.01% | Reduce |
 SIMPSON MFG INCSSD |
| 0.73% | 0.78% | $26.0M | 124,379 | $31.1M | 180,977 | -56,598-31.27% | Reduce |
 SYNOPSYS INCSNPS |
| 0.7% | 0.49% | $25.2M | 56,481 | $19.5M | 49,118 | +7,363+14.99% | Add |
 MOTOROLA SOLUTIONS INCMSI |
| 0.7% | 0.73% | $25.0M | 60,313 | $29.2M | 67,278 | -6,965-10.35% | Reduce |
| EENTEGRIS INCENTG |
| 0.69% | 0.62% | $24.7M | 137,455 | $25.0M | 213,335 | -75,880-35.57% | Reduce |
| RREPLIGEN CORPRGEN |
| 0.66% | 0.76% | $23.5M | 172,507 | $30.5M | 258,476 | -85,969-33.26% | Reduce |
| DDUTCH BROS INCBROS |
| 0.64% | 0.65% | $22.8M | 317,628 | $25.9M | 511,403 | -193,775-37.89% | Reduce |
| GGLOBANT S A COMGLOB |
| 0.62% | 0.79% | $22.3M | 769,815 | $31.7M | 687,811 | +82,004+11.92% | Add |
