| IISHARES TRIVV |
| 8.76% | 7.8% | $3.40B | 4.5M | $2.76B | 4.2M | +311,275+7.37% | Add |
| CCOREWEAVE INC CLASS ACRWV |
| 2.79% | 1.53% | $1.08B | 10.9M | $541.8M | 7.0M | +3.9M+55.73% | Add |
 META PLATFORMS INCMETA |
| 2.16% | 1.5% | $837.9M | 1.5M | $532.4M | 930,510 | +557,013+59.86% | Add |
 SALESFORCE INCCRM |
| 1.88% | — | $730.3M | 4.7M | $0 | 0 | +4.7M | New Buy |
 ARISTA NETWORKS INCANET |
| 1.38% | — | $537.7M | 3.2M | $0 | 0 | +3.2M | New Buy |
 MICROSOFT CORPMSFT |
| 1.28% | 0.65% | $499.1M | 1.3M | $230.0M | 621,214 | +716,806+115.39% | Add |
 INTUITIVE SURGICAL INCISRG |
| 1.09% | 0.65% | $423.9M | 1.1M | $231.2M | 501,443 | +564,426+112.56% | Add |
 AMAZON COM INCAMZN |
| 1.09% | 2.58% | $422.3M | 1.8M | $914.0M | 4.4M | -2.6M-59.63% | Reduce |
 AMPHENOL CORPAPH |
| 1.05% | 1.01% | $408.7M | 2.3M | $358.4M | 2.8M | -518,743-18.29% | Reduce |
| GGPGI INCGPGI |
| 0.95% | 1.03% | $371.0M | 23.4M | $365.9M | 21.4M | +2.0M+9.39% | Add |
 SPOTIFY TECHNOLOGY S A SHSSPOT |
| 0.92% | — | $356.0M | 775,431 | $0 | 0 | +775,431 | New Buy |
 ANALOG DEVICES INC COMADI |
| 0.91% | 0.75% | $355.6M | 895,211 | $264.3M | 830,787 | +64,424+7.75% | Add |
 BURLINGTON STORES INC COMBURL |
| 0.86% | 0.84% | $332.6M | 1.0M | $296.0M | 909,820 | +139,958+15.38% | Add |
| ZZEBRA TECHNOLOGIES CORPORATIZBRA |
| 0.85% | 0.78% | $328.7M | 1.2M | $277.0M | 1.3M | -76,318-5.76% | Reduce |
 MERCK & CO INCMRK |
| 0.82% | 0.78% | $318.8M | 2.5M | $277.3M | 2.3M | +175,016+7.59% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.77% | 0.58% | $298.0M | 1.2M | $204.0M | 834,692 | +338,790+40.59% | Add |
| MMONSTER BEVERAGE CORP NEW COMMNST |
| 0.75% | 0.61% | $292.4M | 3.0M | $214.1M | 3.0M | +87,064+2.95% | Add |
 HILTON WORLDWIDE HLDGS INCHLT |
| 0.73% | 0.92% | $283.0M | 856,327 | $326.1M | 1.1M | -216,094-20.15% | Reduce |
| RRHRH |
| 0.72% | 0.65% | $281.5M | 1.7M | $228.8M | 1.6M | +72,674+4.44% | Add |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 0.72% | 0.14% | $281.2M | 291,439 | $49.0M | 125,085 | +166,354+132.99% | Add |
| MMEDLINE INC COM CL AMDLN |
| 0.69% | 0.37% | $268.6M | 6.8M | $130.7M | 2.9M | +3.9M+131.81% | Add |
 CDW CORPCDW |
| 0.67% | 0.21% | $260.9M | 1.9M | $75.6M | 624,435 | +1.2M+197.06% | Add |
| OOREILLY AUTOMOTIVE INC COMORLY |
| 0.65% | 0.4% | $251.0M | 2.7M | $141.7M | 1.5M | +1.2M+77.53% | Add |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 0.63% | 0.32% | $246.0M | 984,245 | $114.9M | 581,894 | +402,351+69.15% | Add |
| UUSA RARE EARTH INC COMUSAR |
| 0.63% | 0.71% | $243.6M | 11.3M | $250.8M | 16.6M | -5.3M-31.87% | Reduce |
 Ulta Beauty Inc Ordinary SharesULTA |
| 0.63% | 0.7% | $243.1M | 538,961 | $247.1M | 472,672 | +66,289+14.02% | Add |
 NVIDIA CORPORATIONNVDA |
| 0.62% | 2.81% | $239.7M | 1.2M | $993.7M | 5.7M | -4.5M-78.98% | Reduce |
 IDEX CORPIEX |
| 0.61% | 0.28% | $236.6M | 1.0M | $98.1M | 517,655 | +525,048+101.43% | Add |
 REPUBLIC SVCS INCRSG |
| 0.61% | 0.59% | $235.3M | 1.1M | $207.9M | 949,208 | +155,046+16.33% | Add |
 JAMES HARDIE INDS PLC ORD SHSJHX |
| 0.59% | 0.42% | $228.8M | 8.7M | $147.4M | 7.8M | +954,317+12.26% | Add |
 PHILIP MORRIS INTL INCPM |
| 0.58% | 0.53% | $225.8M | 1.2M | $185.8M | 1.1M | +124,712+11.10% | Add |
 WESCO INTL INCWCC |
| 0.58% | 0.43% | $225.8M | 653,591 | $153.8M | 562,270 | +91,321+16.24% | Add |
 TEVA PHARMACEUTICAL INDS LTD SPONSORED ADSTEVA |
| 0.55% | 0.47% | $212.0M | 6.3M | $166.2M | 5.5M | +738,549+13.38% | Add |
 CHIPOTLE MEXICAN GRILL INCCMG |
| 0.55% | 0.64% | $211.8M | 6.2M | $226.6M | 7.1M | -848,706-11.99% | Reduce |
 IDEXX LABS INC COMIDXX |
| 0.54% | 0.32% | $211.1M | 401,082 | $114.2M | 203,274 | +197,808+97.31% | Add |
 EQUINIX INCEQIX |
| 0.54% | 0.41% | $210.9M | 202,302 | $144.1M | 146,974 | +55,328+37.64% | Add |
 BIOGEN INCBIIB |
| 0.52% | 0.42% | $201.4M | 932,374 | $147.6M | 805,050 | +127,324+15.82% | Add |
 THE TRADE DESK INCTTD |
| 0.52% | 0.36% | $201.0M | 11.1M | $127.7M | 5.6M | +5.5M+97.55% | Add |
 MCCORMICK & CO INC COM NON VTGMKC |
| 0.52% | 0.26% | $200.8M | 4.0M | $91.7M | 1.8M | +2.2M+119.18% | Add |
 BROADCOM INCAVGO |
| 0.5% | 0.03% | $195.9M | 518,725 | $9.4M | 30,390 | +488,335+1,606.89% | Add |
 LUMENTUM HLDGS INCLITE |
| 0.5% | — | $193.1M | 225,032 | $0 | 0 | +225,032 | New Buy |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.49% | 0.17% | $188.5M | 376,071 | $61.4M | 124,944 | +251,127+200.99% | Add |
 AMERICAN HEALTHCARE REIT INCAHR |
| 0.48% | 0.17% | $188.0M | 3.6M | $60.3M | 1.3M | +2.3M+181.77% | Add |
 UBER TECHNOLOGIES INCUBER |
| 0.47% | 1.05% | $183.4M | 2.5M | $371.9M | 5.2M | -2.6M-50.85% | Reduce |
| KKARMAN HLDGS INCKRMN |
| 0.46% | — | $178.9M | 3.6M | $0 | 0 | +3.6M | New Buy |
 SYNOPSYS INCSNPS |
| 0.46% | — | $177.7M | 398,350 | $0 | 0 | +398,350 | New Buy |
 WASTE MGMT INC DELWM |
| 0.45% | 0.33% | $176.3M | 791,179 | $118.2M | 514,347 | +276,832+53.82% | Add |
 SBA COMMUNICATIONS CORPSBAC |
| 0.45% | — | $175.1M | 992,057 | $0 | 0 | +992,057 | New Buy |
| FFTAI AVIATION LTDFTAI |
| 0.45% | 0.46% | $175.0M | 646,983 | $162.6M | 663,622 | -16,639-2.51% | Reduce |
 CVS HEALTH CORPCVS |
| 0.45% | — | $174.4M | 1.7M | $0 | 0 | +1.7M | New Buy |
