 ADVANCED MICRO DEVICES INCAMD |
| 11.23% | 3.77% | $493.8M | 850,000 | $183.1M | 900,000 | -50,000-5.56% | Reduce |
 SCHEIN HENRY INCHSIC |
| 6.27% | 4.85% | $275.6M | 3.3M | $235.8M | 3.2M | +100,000+3.13% | Add |
 DANAHER CORP DEL COMDHR |
| 6.07% | 2.34% | $266.7M | 1.4M | $113.8M | 600,000 | +800,000+133.33% | Add |
 MICROSOFT CORPMSFT |
| 5.94% | 4.57% | $261.1M | 700,000 | $222.1M | 600,000 | +100,000+16.67% | Add |
 EQUINIX INCEQIX |
| 5.93% | 5.04% | $260.6M | 250,000 | $245.1M | 250,000 | 00.00% | Unchanged |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 5.7% | 4.05% | $250.7M | 500,000 | $196.6M | 400,000 | +100,000+25.00% | Add |
 SPOTIFY TECHNOLOGY S A SHSSPOT |
| 5.22% | 3.99% | $229.6M | 500,000 | $194.0M | 400,000 | +100,000+25.00% | Add |
 ALCON AG ORD SHSALC |
| 5.19% | 5.27% | $228.1M | 3.4M | $256.2M | 3.4M | 00.00% | Unchanged |
 UBER TECHNOLOGIES INCUBER |
| 4.43% | 4.59% | $194.8M | 2.7M | $223.0M | 3.1M | -400,000-12.90% | Reduce |
 BOEING COBA |
| 4.43% | 2.87% | $194.8M | 900,000 | $139.3M | 700,000 | +200,000+28.57% | Add |
| CCIRCLE INTERNET GROUP INC COM CL ACRCL |
| 4.27% | 6.48% | $187.9M | 3.0M | $314.9M | 3.3M | -300,000-9.09% | Reduce |
| DDOORDASH INCDASH |
| 4.2% | — | $184.5M | 1.0M | $0 | 0 | +1.0M | New Buy |
| PPRIMORIS SVCS CORPPRIM |
| 3.16% | — | $138.8M | 1.4M | $0 | 0 | +1.4M | New Buy |
 COINBASE GLOBALCOIN |
| 2.99% | 2.16% | $131.6M | 900,000 | $104.8M | 600,000 | +300,000+50.00% | Add |
 CONSTELLATION ENERGY CORPCEG |
| 2.82% | 2.3% | $124.2M | 500,000 | $111.7M | 400,000 | +100,000+25.00% | Add |
 NETFLIX INCNFLX |
| 2.44% | 3.96% | $107.1M | 1.5M | $192.3M | 2.0M | -500,000-25.00% | Reduce |
| SSANDISK CORP COMSNDK |
| 2.07% | 0.78% | $90.9M | 40,000 | $38.1M | 60,000 | -20,000-33.33% | Reduce |
| VVALMONT INDS INCVMI |
| 1.97% | — | $86.6M | 150,000 | $0 | 0 | +150,000 | New Buy |
 DENTSPLY SIRONA INCXRAY |
| 1.69% | 2.39% | $74.3M | 7.0M | $116.0M | 10.0M | -3.0M-30.00% | Reduce |
 ILLUMINA INCILMN |
| 1.6% | 5.33% | $70.3M | 400,000 | $258.8M | 2.1M | -1.7M-80.95% | Reduce |
 LIBERTY MEDIA CORP DELFWONK |
| 1.51% | 1.05% | $66.6M | 700,000 | $51.0M | 600,000 | +100,000+16.67% | Add |
 POOL CORPPOOL |
| 1.47% | 2.08% | $64.5M | 300,000 | $101.2M | 500,000 | -200,000-40.00% | Reduce |
 FERGUSON ENTERPRISES INCFERG |
| 1.35% | 2.88% | $59.3M | 250,000 | $140.0M | 600,000 | -350,000-58.33% | Reduce |
 MADISON SQUARE GARDEN SPCLASS AMSGS |
| 1.28% | 1.03% | $56.3M | 140,000 | $49.8M | 155,000 | -15,000-9.68% | Reduce |
| KKASPI KZ JSCKSPI |
| 1.18% | 1.52% | $52.0M | 600,000 | $74.1M | 1.0M | -400,000-40.00% | Reduce |
| EELEMENT SOLUTIONS INCESI |
| 1.09% | — | $47.8M | 1.0M | $0 | 0 | +1.0M | New Buy |
 AKAMAI TECHNOLOGIES INCAKAM |
| 1.08% | 1.89% | $47.3M | 400,000 | $91.9M | 800,000 | -400,000-50.00% | Reduce |
 WILLIAMS COS INCWMB |
| 1.05% | — | $46.3M | 623,060 | $0 | 0 | +623,060 | New Buy |
| SSITEONE LANDSCAPE SUPPLY INCSITE |
| 0.78% | — | $34.3M | 300,000 | $0 | 0 | +300,000 | New Buy |
 ATLANTA BRAVES HLDGS INCBATRK |
| 0.53% | 0.79% | $23.4M | 450,000 | $38.4M | 900,000 | -450,000-50.00% | Reduce |
 NOVANTA INCNOVT |
| 0.48% | 0.17% | $21.1M | 130,000 | $8.3M | 70,000 | +60,000+85.71% | Add |
 ROCKET COS INC COM CL ARKT |
| 0.36% | — | $15.8M | 1.0M | $0 | 0 | +1.0M | New Buy |
| BBullish Ordinary SharesBLSH |
| 0.21% | — | $9.4M | 400,000 | $0 | 0 | +400,000 | New Buy |
