| VVICOR CORPVICR |
| 5.98% | 4.29% | $199.0M | 524,000 | $84.0M | 522,000 | +2,000+0.38% | Add |
| AARTERIS INCAIP |
| 5.74% | 3.32% | $190.8M | 3.9M | $65.0M | 4.0M | -25,000-0.63% | Reduce |
| VVISHAY INTERTECHNOLOGY INCVSH |
| 4.91% | 2.69% | $163.3M | 3.0M | $52.6M | 2.9M | +115,610+3.96% | Add |
| PPDF SOLUTIONS INCPDFS |
| 4.4% | 3.38% | $146.2M | 2.1M | $66.2M | 2.0M | +42,300+2.09% | Add |
| NNLIGHT INCLASR |
| 4.17% | 5.6% | $138.7M | 2.0M | $109.6M | 1.9M | +70,000+3.64% | Add |
 VERTIV HOLDINGS COVRT |
| 2.88% | 3.65% | $95.7M | 285,750 | $71.5M | 285,250 | +500+0.18% | Add |
| VVISHAY PRECISION GROUP INC COMVPG |
| 2.7% | 1.38% | $89.8M | 599,000 | $26.9M | 620,000 | -21,000-3.39% | Reduce |
| FFORMFACTOR INCFORM |
| 2.63% | 2.99% | $87.6M | 547,500 | $58.5M | 603,500 | -56,000-9.28% | Reduce |
| CCECO ENVIRONMENTAL CORPCECO |
| 2.61% | 1.18% | $86.9M | 957,500 | $23.1M | 387,500 | +570,000+147.10% | Add |
| OOIL DRI CORP AMERODC |
| 2.11% | 2.25% | $70.1M | 686,000 | $44.1M | 677,500 | +8,500+1.25% | Add |
| TTHREDUP INCTDUP |
| 2.1% | 1.55% | $69.7M | 10.2M | $30.4M | 9.3M | +900,000+9.70% | Add |
| LLINCOLN EDL SVCS CORPLINC |
| 1.99% | 2.66% | $66.1M | 1.3M | $52.0M | 1.3M | +47,500+3.72% | Add |
| VVEECO INSTRS INC DELVECO |
| 1.93% | 1.52% | $64.1M | 845,850 | $29.8M | 880,000 | -34,150-3.88% | Reduce |
| TTETRA TECHNOLOGIES INC DELTTI |
| 1.93% | 1.47% | $64.0M | 5.7M | $28.8M | 3.4M | +2.3M+67.45% | Add |
 SUPER MICRO COMPUTER INCSMCI |
| 1.64% | 1.88% | $54.5M | 1.9M | $36.8M | 1.6M | +242,000+14.97% | Add |
| EELMET GROUP CO (THE) COMMON STOCKELMT |
| 1.57% | — | $52.1M | 2.6M | $0 | 0 | +2.6M | New Buy |
| MMKS INC.MKSI |
| 1.5% | 1.41% | $49.9M | 112,250 | $27.6M | 120,000 | -7,750-6.46% | Reduce |
| UUNIVERSAL TECHNICAL INST INCUTI |
| 1.45% | 1.9% | $48.3M | 1.1M | $37.2M | 1.0M | +100,000+9.71% | Add |
| NNOVA LTDNVMI |
| 1.45% | 2.05% | $48.1M | 88,650 | $40.0M | 92,150 | -3,500-3.80% | Reduce |
 COHERENT CORPCOHR |
| 1.1% | 1.28% | $36.5M | 92,500 | $25.1M | 105,500 | -13,000-12.32% | Reduce |
 KLA CORPKLAC |
| 0.93% | 0.77% | $30.9M | 102,500 | $15.1M | 10,250 | +92,250+900.00% | Add |
| CCRA INTL INCCRAI |
| 0.92% | 1.16% | $30.7M | 215,506 | $22.7M | 140,006 | +75,500+53.93% | Add |
| GGENIUS SPORTS LIMITEDGENI |
| 0.9% | 0.91% | $29.8M | 4.9M | $17.7M | 4.0M | +925,000+23.13% | Add |
| VVIASAT INCVSAT |
| 0.89% | 0.77% | $29.7M | 330,600 | $15.1M | 330,600 | 00.00% | Unchanged |
 PARSONS CORP DELPSN |
| 0.87% | 1.13% | $29.1M | 555,000 | $22.2M | 409,000 | +146,000+35.70% | Add |
| AAMBIQ MICRO INC COMMON STOCKAMBQ |
| 0.86% | 0.26% | $28.6M | 323,700 | $5.1M | 200,000 | +123,700+61.85% | Add |
| CCENTURI HOLDINGS INCCTRI |
| 0.86% | 1.22% | $28.5M | 942,628 | $23.9M | 817,628 | +125,000+15.29% | Add |
 BRUKER CORPBRKR |
| 0.83% | 0.78% | $27.6M | 459,250 | $15.3M | 424,250 | +35,000+8.25% | Add |
 ARLO TECHNOLOGIES INCARLO |
| 0.81% | 1.28% | $26.9M | 2.0M | $25.0M | 1.8M | +235,000+13.35% | Add |
 NVENT ELECTRIC PLCNVT |
| 0.79% | 0.93% | $26.2M | 154,500 | $18.3M | 154,500 | 00.00% | Unchanged |
 SELECT WATER SOLUTIONS INCWTTR |
| 0.78% | 0.9% | $26.0M | 1.3M | $17.7M | 1.2M | +145,000+12.55% | Add |
| GGORMAN RUPP CO EQUITY CLASS EQUITYGRC |
| 0.75% | 0.87% | $25.0M | 272,500 | $16.9M | 272,500 | 00.00% | Unchanged |
 GENERAC HLDGS INCGNRC |
| 0.72% | 0.72% | $24.0M | 82,000 | $14.2M | 72,450 | +9,550+13.18% | Add |
| AASTRONICS CORPATRO |
| 0.67% | 0.93% | $22.1M | 272,500 | $18.2M | 272,500 | 00.00% | Unchanged |
 AKAMAI TECHNOLOGIES INCAKAM |
| 0.65% | 1.05% | $21.7M | 183,500 | $20.5M | 178,500 | +5,000+2.80% | Add |
| BBADGER METER INCBMI |
| 0.65% | 0.23% | $21.5M | 145,000 | $4.6M | 30,000 | +115,000+383.33% | Add |
| TTENNANT COTNC |
| 0.64% | 0.78% | $21.2M | 242,500 | $15.2M | 229,000 | +13,500+5.90% | Add |
| EEVERUS CONSTR GROUPECG |
| 0.63% | 0.76% | $21.0M | 126,500 | $14.9M | 126,500 | 00.00% | Unchanged |
 CLEAN HARBORS INCCLH |
| 0.63% | 1.01% | $20.9M | 70,106 | $19.7M | 68,856 | +1,250+1.82% | Add |
 ASURE SOFTWARE INCASUR |
| 0.63% | 1.15% | $20.9M | 2.6M | $22.4M | 2.6M | +27,500+1.05% | Add |
 ASPEN AEROGELS INC COMASPN |
| 0.62% | 0.79% | $20.7M | 3.3M | $15.5M | 4.5M | -1.3M-27.84% | Reduce |
| MMATRIX SVC CO COMMTRX |
| 0.59% | 0.84% | $19.7M | 1.4M | $16.5M | 1.4M | 00.00% | Unchanged |
| MMYR GROUP INCMYRG |
| 0.59% | 0.56% | $19.5M | 39,000 | $10.9M | 38,600 | +400+1.04% | Add |
 PHOTRONICS INCPLAB |
| 0.57% | 1.25% | $19.0M | 585,500 | $24.4M | 605,000 | -19,500-3.22% | Reduce |
 LANTRONIX INCLTRX |
| 0.56% | — | $18.5M | 3.2M | $0 | 0 | +3.2M | New Buy |
| EENTEGRIS INCENTG |
| 0.55% | 0.7% | $18.3M | 101,500 | $13.7M | 117,000 | -15,500-13.25% | Reduce |
 EVOLV TECHNOLOGIES HLDNGS INC COM CL AEVLV |
| 0.54% | 0.39% | $17.8M | 3.1M | $7.6M | 1.3M | +1.8M+146.00% | Add |
 BWX TECHNOLOGIES INCBWXT |
| 0.51% | 0.62% | $17.0M | 87,500 | $12.1M | 59,000 | +28,500+48.31% | Add |
| SSOLSTICE ADVANCED MATLS INCSOL |
| 0.5% | 0.73% | $16.6M | 187,500 | $14.3M | 187,500 | 00.00% | Unchanged |
 FRANKLIN ELEC INC COMFELE |
| 0.5% | — | $16.5M | 154,200 | $0 | 0 | +154,200 | New Buy |
