 ZTO EXPRESS CAYMAN INCZTO |
| 10.97% | 12.65% | $44.6M | 2.0M | $50.2M | 2.0M | 00.00% | Unchanged |
 MICRON TECHNOLOGY INCMU |
| 5.05% | 2.01% | $20.5M | 17,782 | $8.0M | 23,656 | -5,874-24.83% | Reduce |
 LAM RESEARCH CORPLRCX |
| 4.95% | 2.5% | $20.1M | 46,439 | $9.9M | 46,439 | 00.00% | Unchanged |
 TRIP COM GROUP LTDTCOM |
| 3.45% | 4.77% | $14.0M | 351,921 | $18.9M | 379,718 | -27,797-7.32% | Reduce |
| DDINGDONG CAYMAN LTDDDL |
| 3.08% | 4.2% | $12.5M | 6.5M | $16.7M | 6.5M | 00.00% | Unchanged |
| NNOAH HLDGS LTDNOAH |
| 2.44% | 2.48% | $9.9M | 993,612 | $9.8M | 993,612 | 00.00% | Unchanged |
 BROADCOM INCAVGO |
| 2.43% | 2.04% | $9.9M | 26,186 | $8.1M | 26,186 | 00.00% | Unchanged |
| BBIRKENSTOCK HOLDING PLC COM SHSBIRK |
| 2.22% | 2.48% | $9.0M | 210,000 | $9.9M | 275,000 | -65,000-23.64% | Reduce |
 ASTRAZENECA PLCAZN |
| 2.21% | 2.35% | $9.0M | 48,088 | $9.3M | 48,088 | 00.00% | Unchanged |
| AAlphabet Inc Class CGOOG |
| 2.14% | 1.78% | $8.7M | 24,592 | $7.1M | 24,592 | 00.00% | Unchanged |
 MERCK & CO INCMRK |
| 2% | 1.92% | $8.1M | 63,316 | $7.6M | 63,316 | 00.00% | Unchanged |
 APOGEE THERAPEUTICS INCAPGE |
| 1.9% | 1.24% | $7.7M | 58,314 | $4.9M | 58,314 | 00.00% | Unchanged |
 ABBVIE INCABBV |
| 1.86% | 1.65% | $7.6M | 30,102 | $6.5M | 30,102 | 00.00% | Unchanged |
 JOHNSON & JOHNSONJNJ |
| 1.74% | 1.71% | $7.1M | 27,830 | $6.8M | 27,830 | 00.00% | Unchanged |
 YUM BRANDS INC COMYUM |
| 1.57% | 1.56% | $6.4M | 39,847 | $6.2M | 39,847 | 00.00% | Unchanged |
 Pdd Holdings Inc ADRPDD |
| 1.47% | 2.02% | $6.0M | 78,445 | $8.0M | 78,445 | 00.00% | Unchanged |
 COGENT BIOSCIENCES INCCOGT |
| 1.47% | 1.09% | $6.0M | 154,220 | $4.3M | 112,066 | +42,154+37.62% | Add |
 UBS GROUP AGUBS |
| 1.43% | 1.13% | $5.8M | 117,507 | $4.5M | 117,507 | 00.00% | Unchanged |
 NVIDIA CORPORATIONNVDA |
| 1.39% | 1.24% | $5.6M | 28,191 | $4.9M | 28,191 | 00.00% | Unchanged |
| IIMMUNOVANT INCIMVT |
| 1.37% | 1.14% | $5.6M | 144,671 | $4.5M | 181,774 | -37,103-20.41% | Reduce |
 ARROWHEAD PHARMACEUTICALS INARWR |
| 1.3% | 1.02% | $5.3M | 64,752 | $4.1M | 64,752 | 00.00% | Unchanged |
 IDEAYA BIOSCIENCES INCIDYA |
| 1.27% | 0.77% | $5.2M | 138,708 | $3.1M | 91,637 | +47,071+51.37% | Add |
 IQVIA HLDGS INCIQV |
| 1.27% | 1.15% | $5.2M | 26,708 | $4.6M | 26,708 | 00.00% | Unchanged |
 H WORLD GROUP LTDHTHT |
| 1.21% | 1.5% | $4.9M | 117,996 | $5.9M | 117,996 | 00.00% | Unchanged |
| VVERA THERAPEUTICS INCVERA |
| 1.2% | 1.15% | $4.9M | 113,687 | $4.6M | 113,687 | 00.00% | Unchanged |
 STRUCTURE THERAPEUTICS INCGPCR |
| 1.19% | 0.81% | $4.8M | 90,363 | $3.2M | 66,864 | +23,499+35.14% | Add |
 VISA INCV |
| 1.18% | 1.14% | $4.8M | 14,000 | $4.5M | 15,000 | -1,000-6.67% | Reduce |
 CATERPILLAR INCCAT |
| 1.18% | 1.52% | $4.8M | 4,500 | $6.0M | 8,500 | -4,000-47.06% | Reduce |
 ROGERS COMMUNICATIONS INCRCI |
| 1.18% | 1.42% | $4.8M | 147,160 | $5.6M | 147,160 | 00.00% | Unchanged |
 AMER SPORTS INC COM SHSAS |
| 1.16% | 1.24% | $4.7M | 140,000 | $4.9M | 150,000 | -10,000-6.67% | Reduce |
 KROGER CO COMKR |
| 1.11% | 1.11% | $4.5M | 81,305 | $4.4M | 60,743 | +20,562+33.85% | Add |
 KLA CORPKLAC |
| 1.08% | 0.54% | $4.4M | 14,580 | $2.1M | 1,458 | +13,122+900.00% | Add |
 CAMECO CORPCCJ |
| 1.06% | 1.16% | $4.3M | 42,356 | $4.6M | 42,356 | 00.00% | Unchanged |
 ADVANCED MICRO DEVICES INCAMD |
| 1.03% | 0.37% | $4.2M | 7,210 | $1.5M | 7,210 | 00.00% | Unchanged |
 ARCUS BIOSCIENCES INCRCUS |
| 1.02% | 0.73% | $4.1M | 134,217 | $2.9M | 134,217 | 00.00% | Unchanged |
 ADOBE INC COMADBE |
| 0.94% | 1.14% | $3.8M | 18,571 | $4.5M | 18,571 | 00.00% | Unchanged |
 FLOOR & DECOR HLDGS INCFND |
| 0.91% | 0.86% | $3.7M | 62,500 | $3.4M | 67,500 | -5,000-7.41% | Reduce |
 META PLATFORMS INCMETA |
| 0.9% | 0.72% | $3.7M | 6,500 | $2.9M | 5,000 | +1,500+30.00% | Add |
| PPALISADE BIO INCPALI |
| 0.89% | 0.54% | $3.6M | 1.7M | $2.2M | 1.2M | +499,452+40.56% | Add |
| DDUTCH BROS INCBROS |
| 0.88% | 0.67% | $3.6M | 50,000 | $2.7M | 52,500 | -2,500-4.76% | Reduce |
 FAIR ISAAC CORPFICO |
| 0.88% | 0.91% | $3.6M | 3,000 | $3.6M | 3,400 | -400-11.76% | Reduce |
 GE VERNOVA INCGEV |
| 0.88% | 0.67% | $3.6M | 3,047 | $2.7M | 3,047 | 00.00% | Unchanged |
 HOME DEPOT INCHD |
| 0.87% | 0.95% | $3.5M | 10,000 | $3.8M | 11,500 | -1,500-13.04% | Reduce |
| VValaris LTD Non-Tradeable AssetVAL |
| 0.82% | 1.14% | $3.3M | 45,956 | $4.5M | 45,956 | 00.00% | Unchanged |
| EE L F BEAUTY INCELF |
| 0.82% | 1.11% | $3.3M | 45,000 | $4.4M | 72,500 | -27,500-37.93% | Reduce |
| CCAVA GROUP INCCAVA |
| 0.81% | 0.92% | $3.3M | 42,000 | $3.6M | 45,000 | -3,000-6.67% | Reduce |
| DDEFINIUM THERAPEUTICS INCDFTX |
| 0.81% | 0.33% | $3.3M | 70,000 | $1.3M | 70,000 | 00.00% | Unchanged |
 ROIVANT SCIENCES LTDROIV |
| 0.8% | 0.65% | $3.3M | 92,397 | $2.6M | 92,397 | 00.00% | Unchanged |
 TRANSUNIONTRU |
| 0.79% | 0.78% | $3.2M | 44,595 | $3.1M | 44,595 | 00.00% | Unchanged |
| RREVOLUTION MEDICINES INC COMRVMD |
| 0.78% | 0.51% | $3.2M | 16,994 | $2.0M | 20,813 | -3,819-18.35% | Reduce |
