| SSILICOM LTDSILC |
| 6.92% | 3.76% | $8.9M | 186,500 | $4.0M | 190,500 | -4,000-2.10% | Reduce |
| SSPROUT SOCIAL INCSPT |
| 3.59% | 2.85% | $4.6M | 615,000 | $3.0M | 535,000 | +80,000+14.95% | Add |
| SSIMILARWEB LTDSMWB |
| 3.08% | 0.95% | $4.0M | 650,000 | $1.0M | 390,000 | +260,000+66.67% | Add |
| KKRANESHARES CSI CHINA INTERNET ETFKWEB |
| 2.57% | 2.99% | $3.3M | 135,500 | $3.2M | 112,500 | +23,000+20.44% | Add |
| GGENTHERM INCTHRM |
| 2.51% | 2.6% | $3.2M | 95,000 | $2.8M | 100,000 | -5,000-5.00% | Reduce |
| EEXAGEN INCXGN |
| 2.43% | 1.64% | $3.1M | 675,000 | $1.8M | 585,000 | +90,000+15.38% | Add |
 OOMA INC COMOOMA |
| 2.3% | 2.29% | $3.0M | 155,000 | $2.4M | 168,000 | -13,000-7.74% | Reduce |
| UUNITY SOFTWARE INCU |
| 2.21% | 2.38% | $2.9M | 100,000 | $2.5M | 116,000 | -16,000-13.79% | Reduce |
| TTOAST INC CL ATOST |
| 1.81% | 1.69% | $2.3M | 84,000 | $1.8M | 68,000 | +16,000+23.53% | Add |
| GGOODRX HLDGS INCGDRX |
| 1.65% | 1.36% | $2.1M | 740,000 | $1.5M | 740,000 | 00.00% | Unchanged |
 PERSONALIS INCPSNL |
| 1.63% | 1.4% | $2.1M | 157,500 | $1.5M | 235,000 | -77,500-32.98% | Reduce |
| TTABOOLA.COM LTDTBLA |
| 1.62% | 1.49% | $2.1M | 420,000 | $1.6M | 515,000 | -95,000-18.45% | Reduce |
| BBANDWIDTH INC COM CL ABAND |
| 1.59% | 2.21% | $2.1M | 32,500 | $2.4M | 132,500 | -100,000-75.47% | Reduce |
| GGRAVITY CO LTDGRVY |
| 1.56% | 1.45% | $2.0M | 30,000 | $1.5M | 25,000 | +5,000+20.00% | Add |
| 88X8 INC NEW COMEGHT |
| 1.49% | 0.78% | $1.9M | 1.1M | $830,000 | 500,000 | +625,000+125.00% | Add |
 VIANT TECHNOLOGY INC COM CL ADSP |
| 1.47% | 0.97% | $1.9M | 150,000 | $1.0M | 92,500 | +57,500+62.16% | Add |
 LANTRONIX INCLTRX |
| 1.39% | 1.35% | $1.8M | 305,000 | $1.4M | 275,000 | +30,000+10.91% | Add |
 ZSCALER INCZS |
| 1.34% | 1.31% | $1.7M | 12,250 | $1.4M | 10,000 | +2,250+22.50% | Add |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 1.31% | 1.29% | $1.7M | 6,750 | $1.4M | 7,000 | -250-3.57% | Reduce |
| CCERTARA INCCERT |
| 1.27% | 0.89% | $1.6M | 250,000 | $954,750 | 167,500 | +82,500+49.25% | Add |
| SSI BONE INCSIBN |
| 1.26% | 0.97% | $1.6M | 100,000 | $1.0M | 82,500 | +17,500+21.21% | Add |
 INMODE LTDINMD |
| 1.24% | 1.36% | $1.6M | 109,500 | $1.5M | 106,000 | +3,500+3.30% | Add |
 MOBILEYE GLOBAL INCMBLY |
| 1.2% | 0.47% | $1.5M | 160,000 | $498,075 | 72,500 | +87,500+120.69% | Add |
| MMAGNITE INCMGNI |
| 1.2% | 0.78% | $1.5M | 81,500 | $831,600 | 70,000 | +11,500+16.43% | Add |
 HUBSPOT INCHUBS |
| 1.16% | 1.37% | $1.5M | 8,250 | $1.5M | 6,000 | +2,250+37.50% | Add |
 SALESFORCE INCCRM |
| 1.15% | — | $1.5M | 9,500 | $0 | 0 | +9,500 | New Buy |
| TTELADOC HEALTH INC COMTDOC |
| 1.15% | 0.89% | $1.5M | 175,000 | $953,750 | 175,000 | 00.00% | Unchanged |
| MMAXCYTE INC COMMXCT |
| 1.14% | 0.66% | $1.5M | 1.2M | $702,500 | 1.0M | +200,000+20.00% | Add |
| BBIO RAD LABS INCBIO |
| 1.14% | 1.17% | $1.5M | 5,000 | $1.3M | 4,500 | +500+11.11% | Add |
| RRADCOM LTDRDCM |
| 1.09% | 1.16% | $1.4M | 100,000 | $1.2M | 102,000 | -2,000-1.96% | Reduce |
| AAIRGAIN INCAIRG |
| 1.08% | 1.29% | $1.4M | 222,500 | $1.4M | 250,000 | -27,500-11.00% | Reduce |
| SSHAKE SHACK INCSHAK |
| 1.08% | 1.12% | $1.4M | 25,000 | $1.2M | 13,500 | +11,500+85.19% | Add |
| SSEER INCSEER |
| 1.06% | 1.3% | $1.4M | 825,000 | $1.4M | 825,000 | 00.00% | Unchanged |
| CCOMMERCE.COM INC COM SER 1CMRC |
| 1.04% | 0.88% | $1.3M | 455,000 | $941,175 | 352,500 | +102,500+29.08% | Add |
| OODDITY TECH LTD SHS CL AODD |
| 1.02% | 0.81% | $1.3M | 87,500 | $869,700 | 65,000 | +22,500+34.62% | Add |
 ZOOM COMMUNICATIONS INCZM |
| 1% | 1.05% | $1.3M | 15,000 | $1.1M | 14,000 | +1,000+7.14% | Add |
 SERVICENOW INCNOW |
| 1% | 0.24% | $1.3M | 13,000 | $261,375 | 2,500 | +10,500+420.00% | Add |
 STRATASYS LTDSSYS |
| 0.99% | 0.91% | $1.3M | 150,000 | $976,250 | 125,000 | +25,000+20.00% | Add |
| DDIGITALOCEAN HLDGS INCDOCN |
| 0.97% | 2.17% | $1.3M | 8,000 | $2.3M | 27,000 | -19,000-70.37% | Reduce |
 SCHRODINGER INCSDGR |
| 0.94% | 0.53% | $1.2M | 75,000 | $568,000 | 50,000 | +25,000+50.00% | Add |
 ALIBABA GROUP HLDG LTDBABA |
| 0.93% | 1.23% | $1.2M | 12,500 | $1.3M | 10,500 | +2,000+19.05% | Add |
| UUIPATH INCPATH |
| 0.93% | 0.67% | $1.2M | 110,000 | $721,500 | 65,000 | +45,000+69.23% | Add |
| TTRULIEVE CANNABIS CORPTRLV |
| 0.91% | 0.76% | $1.2M | 120,000 | $812,000 | 145,000 | -25,000-17.24% | Reduce |
| BBAIDU INCBIDU |
| 0.91% | 1.04% | $1.2M | 10,250 | $1.1M | 10,000 | +250+2.50% | Add |
| GGreen Thumb Inds Inc FGTBIF |
| 0.87% | 0.78% | $1.1M | 142,500 | $829,400 | 130,000 | +12,500+9.62% | Add |
 CRISPR THERAPEUTICSCRSP |
| 0.86% | 0.91% | $1.1M | 20,500 | $975,185 | 20,500 | 00.00% | Unchanged |
| VVERANO HLDGS CORP |
| 0.81% | 0.56% | $1.0M | 160,000 | $599,400 | 540,000 | -380,000-70.37% | Reduce |
 METTLER TOLEDO INTERNATIONALMTD |
| 0.79% | 0.71% | $1.0M | 800 | $756,720 | 600 | +200+33.33% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.78% | 0.34% | $1.0M | 2,000 | $368,648 | 750 | +1,250+166.67% | Add |
| NNEXTDOOR HOLDINGS INCNXDR |
| 0.74% | 0.56% | $952,719 | 419,700 | $602,000 | 430,000 | -10,300-2.40% | Reduce |
