| RRBC BEARINGS INCRBC |
| 1.85% | 1.97% | $172.1M | 267,280 | $143.9M | 265,038 | +2,242+0.85% | Add |
 FIRSTCASH HOLDINGS INCFCFS |
| 1.73% | 2.14% | $161.3M | 745,635 | $156.5M | 832,231 | -86,596-10.41% | Reduce |
 LIGAND PHARMACEUTICALS INCLGND |
| 1.61% | 1.35% | $150.3M | 475,609 | $98.8M | 494,670 | -19,061-3.85% | Reduce |
 EXELIXIS INCEXEL |
| 1.58% | 1.48% | $147.5M | 2.7M | $108.3M | 2.5M | +185,511+7.35% | Add |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 1.49% | 0.56% | $139.3M | 512,263 | $40.7M | 433,668 | +78,595+18.12% | Add |
| LLATTICE SEMICONDUCTOR CORPLSCC |
| 1.41% | 1.12% | $131.3M | 858,613 | $81.5M | 878,604 | -19,991-2.28% | Reduce |
| RREPLIGEN CORPRGEN |
| 1.37% | 1.22% | $127.9M | 937,084 | $89.0M | 755,571 | +181,513+24.02% | Add |
 ICON PUB LTD COICLR |
| 1.34% | 0.91% | $125.1M | 720,261 | $66.3M | 599,176 | +121,085+20.21% | Add |
| AASTERA LABS INCALAB |
| 1.32% | 0.41% | $123.2M | 254,996 | $29.6M | 269,885 | -14,889-5.52% | Reduce |
| MMACOM TECH SOLUTIONS HLDGS IMTSI |
| 1.29% | 1.57% | $120.4M | 316,408 | $114.5M | 515,820 | -199,412-38.66% | Reduce |
 BWX TECHNOLOGIES INCBWXT |
| 1.25% | 1.57% | $116.9M | 600,434 | $114.2M | 558,626 | +41,808+7.48% | Add |
 TECHNIPFMC PLC COMFTI |
| 1.2% | 1.46% | $112.3M | 1.7M | $106.7M | 1.5M | +151,298+9.81% | Add |
 BURLINGTON STORES INC COMBURL |
| 1.2% | 1.38% | $112.0M | 353,673 | $100.8M | 309,814 | +43,859+14.16% | Add |
 LIVE NATION ENTERTAINMENT INLYV |
| 1.17% | 1.16% | $109.0M | 595,369 | $84.3M | 552,826 | +42,543+7.70% | Add |
 HALOZYME THERAPEUTICS INCHALO |
| 1.17% | 1.08% | $109.0M | 1.4M | $78.8M | 1.2M | +174,151+14.29% | Add |
 HEICO CORP NEWHEI |
| 1.15% | 1.14% | $107.0M | 414,821 | $82.8M | 392,352 | +22,469+5.73% | Add |
| TTRAVERE THERAPEUTICS INCTVTX |
| 1.14% | 0.73% | $106.5M | 1.9M | $53.4M | 1.8M | +76,838+4.27% | Add |
 OLLIES BARGAIN OUTLET HLDGSOLLI |
| 1.14% | 1.42% | $106.5M | 1.4M | $103.7M | 1.1M | +259,392+23.03% | Add |
| FFIVE BELOW INCFIVE |
| 1.11% | 1.8% | $103.6M | 576,176 | $131.6M | 576,071 | +105+0.02% | Add |
 RYAN SPECIALTY HOLDINGS INCRYAN |
| 1.1% | 1.12% | $102.6M | 2.7M | $81.8M | 2.4M | +292,147+12.05% | Add |
 LEONARDO DRS INCDRS |
| 1.1% | 1.29% | $102.5M | 2.4M | $94.3M | 2.1M | +283,570+13.39% | Add |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 1.07% | 1.04% | $99.6M | 398,529 | $75.6M | 382,701 | +15,828+4.14% | Add |
 MEDPACE HLDGS INCMEDP |
| 1.05% | 1.07% | $98.3M | 185,522 | $78.2M | 162,797 | +22,725+13.96% | Add |
| EEVERCORE INCEVR |
| 1.04% | 1.06% | $96.6M | 282,832 | $77.6M | 259,808 | +23,024+8.86% | Add |
 ILLUMINA INCILMN |
| 1.01% | 0.66% | $94.6M | 537,926 | $48.0M | 389,354 | +148,572+38.16% | Add |
 AEROVIRONMENT INCAVAV |
| 1% | 1.23% | $93.7M | 567,423 | $89.8M | 490,426 | +76,997+15.70% | Add |
 AXON ENTERPRISEAXON |
| 0.99% | 0.6% | $92.6M | 165,210 | $43.9M | 103,486 | +61,724+59.64% | Add |
 PALOMAR HLDGS INCPLMR |
| 0.99% | 1.17% | $92.6M | 732,301 | $85.4M | 714,914 | +17,387+2.43% | Add |
 JFROG LTDFROG |
| 0.99% | 0.58% | $92.1M | 1.0M | $42.0M | 894,005 | +119,623+13.38% | Add |
 GENERAC HLDGS INCGNRC |
| 0.99% | 0.77% | $92.0M | 314,253 | $56.5M | 289,382 | +24,871+8.59% | Add |
| EEVERPURE INC CL AEVPR |
| 0.97% | 0.88% | $90.8M | 1.2M | $63.9M | 1.1M | +70,167+6.49% | Add |
 Varonis Systems, Inc.VRNS |
| 0.97% | 0.59% | $90.6M | 2.2M | $42.8M | 2.0M | +166,152+8.34% | Add |
| FFORGENT POWER SOLUTIONS INCFPS |
| 0.97% | 0.32% | $90.3M | 1.6M | $23.6M | 805,417 | +810,685+100.65% | Add |
 ROCKWELL AUTOMATION INCROK |
| 0.96% | 0.81% | $89.6M | 181,002 | $59.2M | 165,027 | +15,975+9.68% | Add |
 OKTA INC CLASS AOKTA |
| 0.94% | 0.48% | $88.1M | 645,472 | $34.9M | 443,827 | +201,645+45.43% | Add |
 TEXAS ROADHOUSE INC CLASS ATXRH |
| 0.92% | 0.91% | $85.9M | 444,559 | $66.7M | 404,000 | +40,559+10.04% | Add |
| CCOGNEX CORPCGNX |
| 0.91% | 0.74% | $85.1M | 1.2M | $53.8M | 1.1M | +76,752+6.99% | Add |
| KKARMAN HLDGS INCKRMN |
| 0.91% | 0.89% | $85.1M | 1.7M | $64.9M | 810,137 | +894,580+110.42% | Add |
| MMANHATTAN ASSOCIATES INCMANH |
| 0.91% | 0.92% | $84.4M | 606,425 | $66.9M | 502,678 | +103,747+20.64% | Add |
 VIKING HOLDINGS LTD ORD SHSVIK |
| 0.9% | 0.96% | $84.0M | 802,838 | $70.0M | 953,116 | -150,278-15.77% | Reduce |
 BLOOM ENERGY CORPBE |
| 0.9% | 0.92% | $83.8M | 276,883 | $67.4M | 497,450 | -220,567-44.34% | Reduce |
| PPIPER SANDLER COMPANIESPIPR |
| 0.89% | 1.18% | $83.1M | 1.1M | $85.7M | 1.1M | +28,979+2.59% | Add |
 IRHYTHM HOLDINGS INCIRTC |
| 0.88% | 0.91% | $82.5M | 693,437 | $66.3M | 561,530 | +131,907+23.49% | Add |
| AAAON INCAAON |
| 0.87% | 0.72% | $81.6M | 643,256 | $52.5M | 634,114 | +9,142+1.44% | Add |
 DEXCOM INCDXCM |
| 0.87% | 0.92% | $81.1M | 1.2M | $67.5M | 1.1M | +130,088+12.11% | Add |
| WWINGSTOP INCWING |
| 0.86% | 0.42% | $80.2M | 462,635 | $30.5M | 196,893 | +265,742+134.97% | Add |
| KKRATOS DEFENSE & SEC SOLUTIOKTOS |
| 0.86% | 0.86% | $80.0M | 1.6M | $62.7M | 888,935 | +715,089+80.44% | Add |
 VERTIV HOLDINGS COVRT |
| 0.86% | 1.68% | $79.9M | 238,519 | $122.7M | 489,719 | -251,200-51.29% | Reduce |
 BOOT BARN HLDGS INCBOOT |
| 0.85% | 0.87% | $79.7M | 485,103 | $63.2M | 431,988 | +53,115+12.30% | Add |
| TTWIST BIOSCIENCE CORPTWST |
| 0.85% | — | $78.9M | 767,364 | $0 | 0 | +767,364 | New Buy |
