PALO ALTOPANW |
| 8.76% | 5.37% | $195.4M | 572,934 | $100.1M | 624,084 | -51,150-8.20% | Reduce |
FORTINET INCFTNT |
| 5.03% | 3.64% | $112.1M | 729,885 | $67.7M | 828,923 | -99,038-11.95% | Reduce |
MEDPACE HLDGS INCMEDP |
| 4.99% | 5.62% | $111.3M | 210,217 | $104.7M | 217,947 | -7,730-3.55% | Reduce |
Varonis Systems, Inc.VRNS |
| 4.22% | 2.68% | $94.1M | 2.2M | $50.0M | 2.3M | -86,675-3.72% | Reduce |
| RRBC BEARINGS INCRBC |
| 4.15% | 5.12% | $92.6M | 143,737 | $95.3M | 175,443 | -31,706-18.07% | Reduce |
IDEXX LABS INC COMIDXX |
| 3.83% | 5.01% | $85.3M | 162,110 | $93.3M | 166,056 | -3,946-2.38% | Reduce |
| NNCINO INCNCNO |
| 3.74% | 1.91% | $83.5M | 5.1M | $35.6M | 2.4M | +2.7M+115.02% | Add |
AEROVIRONMENT INCAVAV |
| 3.13% | 4.29% | $69.7M | 422,518 | $79.9M | 436,367 | -13,849-3.17% | Reduce |
BIO-TECHNE CORPTECH |
| 3.08% | 2.87% | $68.8M | 973,789 | $53.4M | 1.0M | -47,339-4.64% | Reduce |
| SSEI INVTS COSEIC |
| 2.93% | 3.24% | $65.4M | 745,323 | $60.3M | 768,615 | -23,292-3.03% | Reduce |
COMMVAULT SYS INCCVLT |
| 2.8% | 2.26% | $62.5M | 440,931 | $42.1M | 540,845 | -99,914-18.47% | Reduce |
| MMERCURY SYS INCMRCY |
| 2.67% | — | $59.5M | 486,064 | $0 | 0 | +486,064 | New Buy |
NOVANTA INCNOVT |
| 2.64% | 2.37% | $58.8M | 362,271 | $44.2M | 373,874 | -11,603-3.10% | Reduce |
| DDYNATRACE INCDT |
| 2.62% | 2.09% | $58.5M | 1.3M | $39.0M | 1.1M | +278,162+26.38% | Add |
COGNYTE SOFTWARE LTDCGNT |
| 2.43% | 2.83% | $54.3M | 6.2M | $52.6M | 6.5M | -312,643-4.81% | Reduce |
GLOBUS MED INCGMED |
| 2.31% | 3.07% | $51.6M | 653,072 | $57.1M | 663,049 | -9,977-1.50% | Reduce |
| KKRATOS DEFENSE & SEC SOLUTIOKTOS |
| 2.3% | 4.06% | $51.3M | 1.0M | $75.6M | 1.1M | -42,255-3.94% | Reduce |
| MMANHATTAN ASSOCIATES INCMANH |
| 2.28% | 2.56% | $50.8M | 364,696 | $47.6M | 357,807 | +6,889+1.93% | Add |
PROTO LABS INCPRLB |
| 2.27% | 1.92% | $50.5M | 619,845 | $35.8M | 627,705 | -7,860-1.25% | Reduce |
| RREPLIGEN CORPRGEN |
| 2.21% | 2.26% | $49.3M | 361,055 | $42.1M | 357,720 | +3,335+0.93% | Add |
| AAAON INCAAON |
| 2.13% | 1.23% | $47.6M | 375,178 | $22.9M | 276,884 | +98,294+35.50% | Add |
RESMED INCRMD |
| 2% | 3.2% | $44.5M | 228,458 | $59.6M | 265,399 | -36,941-13.92% | Reduce |
| GGUIDEWIRE SOFTWARE INCGWRE |
| 1.82% | 2.6% | $40.5M | 328,983 | $48.5M | 324,196 | +4,787+1.48% | Add |
DORMAN PRODS INCDORM |
| 1.74% | 0.34% | $38.8M | 284,244 | $6.3M | 60,435 | +223,809+370.33% | Add |
| BBADGER METER INCBMI |
| 1.72% | 1.52% | $38.3M | 258,243 | $28.3M | 185,841 | +72,402+38.96% | Add |
VEEVA SYS INCVEEV |
| 1.57% | 1.95% | $34.9M | 196,848 | $36.2M | 206,218 | -9,370-4.54% | Reduce |
NEOGENOMICS INCNEO |
| 1.46% | 0.9% | $32.6M | 2.2M | $16.7M | 2.3M | -13,171-0.59% | Reduce |
| TTYLER TECHNOLOGIES INCTYL |
| 1.33% | 1.82% | $29.6M | 101,210 | $33.9M | 98,942 | +2,268+2.29% | Add |
| VVSE CORPVSEC |
| 1.32% | 0.84% | $29.5M | 128,934 | $15.6M | 84,795 | +44,139+52.05% | Add |
| CCERENCE INC COMCRNC |
| 1.22% | 0.85% | $27.3M | 2.4M | $15.9M | 2.5M | -111,891-4.44% | Reduce |
| AAZENTA INCAZTA |
| 1.21% | 1.47% | $27.1M | 1.1M | $27.4M | 1.3M | -234,534-18.10% | Reduce |
| SSTAAR SURGICAL COSTAA |
| 1.09% | 0.88% | $24.3M | 846,659 | $16.4M | 878,035 | -31,376-3.57% | Reduce |
TRADEWEB MKTS INCTW |
| 1.06% | 1.58% | $23.7M | 238,244 | $29.3M | 249,247 | -11,003-4.41% | Reduce |
| IIPG PHOTONICS CORPIPGP |
| 1.04% | 1.29% | $23.2M | 197,882 | $23.9M | 208,918 | -11,036-5.28% | Reduce |
| EESCO TECHNOLOGIES INCESE |
| 1.03% | 0.58% | $22.9M | 65,312 | $10.8M | 38,414 | +26,898+70.02% | Add |
COSTAR GROUP INCCSGP |
| 0.92% | 1.79% | $20.5M | 725,143 | $33.3M | 825,296 | -100,153-12.14% | Reduce |
| CCOGNEX CORPCGNX |
| 0.82% | 0.71% | $18.2M | 251,103 | $13.3M | 271,533 | -20,430-7.52% | Reduce |
| MMORNINGSTAR INCMORN |
| 0.8% | 0.98% | $17.9M | 114,947 | $18.3M | 108,340 | +6,607+6.10% | Add |
DEXCOM INCDXCM |
| 0.71% | 0.85% | $15.8M | 235,152 | $15.8M | 251,475 | -16,323-6.49% | Reduce |
Jack Henry & Associates, IncJKHY |
| 0.62% | 2.06% | $13.8M | 99,930 | $38.4M | 243,075 | -143,145-58.89% | Reduce |
GENTEX CORPGNTX |
| 0.6% | 0.63% | $13.4M | 531,229 | $11.7M | 534,356 | -3,127-0.59% | Reduce |
Nice Ltd ADRNICE |
| 0.56% | 0.93% | $12.4M | 136,644 | $17.4M | 157,593 | -20,949-13.29% | Reduce |
| FFACTSET RESH SYS INCFDS |
| 0.42% | 0.5% | $9.4M | 40,986 | $9.3M | 43,008 | -2,022-4.70% | Reduce |
LIVERAMP HLDGS INCRAMP |
| 0.42% | 2.65% | $9.3M | 246,042 | $49.4M | 1.9M | -1.6M-86.80% | Reduce |
SYNOPSYS INCSNPS |
| 0.38% | 0.41% | $8.6M | 19,196 | $7.7M | 19,453 | -257-1.32% | Reduce |
MONOLITHIC PWR SYS INCMPWR |
| 0.37% | 0.37% | $8.2M | 5,897 | $6.9M | 6,320 | -423-6.69% | Reduce |
| OOREILLY AUTOMOTIVE INC COMORLY |
| 0.36% | 0.43% | $7.9M | 86,235 | $8.0M | 86,235 | 00.00% | Unchanged |
| MMERIT MED SYS INCMMSI |
| 0.33% | 0.43% | $7.3M | 104,967 | $8.0M | 115,775 | -10,808-9.34% | Reduce |
GRAHAM CORPGHM |
| 0.29% | 0.22% | $6.4M | 52,050 | $4.1M | 51,520 | +530+1.03% | Add |
| HHAEMONETICS CORP MASSHAE |
| 0.23% | 0.2% | $5.0M | 66,915 | $3.8M | 66,915 | 00.00% | Unchanged |