| LLATTICE SEMICONDUCTOR CORPLSCC |
| 12.1% | 12.01% | $39.0M | 254,979 | $31.7M | 341,979 | -87,000-25.44% | Reduce |
 KRYSTAL BIOTECH INCKRYS |
| 8.94% | 8.43% | $28.8M | 77,545 | $22.3M | 86,215 | -8,670-10.06% | Reduce |
 PROTO LABS INCPRLB |
| 7.29% | 6.39% | $23.5M | 288,120 | $16.9M | 296,103 | -7,983-2.70% | Reduce |
| AALLEGRO MICROSYSTEMS INC COMALGM |
| 7.18% | 5.46% | $23.1M | 332,451 | $14.4M | 457,451 | -125,000-27.33% | Reduce |
 SYMBOTIC INC CLASS A COMSYM |
| 6.79% | 7.43% | $21.9M | 487,126 | $19.6M | 369,126 | +118,000+31.97% | Add |
| IIPG PHOTONICS CORPIPGP |
| 6.15% | 6.68% | $19.8M | 168,916 | $17.6M | 153,916 | +15,000+9.75% | Add |
 DAVE INCDAVE |
| 4.4% | 4.94% | $14.2M | 38,040 | $13.1M | 75,040 | -37,000-49.31% | Reduce |
| KKRATOS DEFENSE & SEC SOLUTIOKTOS |
| 3.86% | 4.66% | $12.4M | 249,475 | $12.3M | 174,475 | +75,000+42.99% | Add |
 UNIVERSAL DISPLAY CORPOLED |
| 3.65% | 4.37% | $11.8M | 136,000 | $11.5M | 126,000 | +10,000+7.94% | Add |
| FFIVE9 INCFIVN |
| 3.41% | 3.07% | $11.0M | 515,195 | $8.1M | 535,195 | -20,000-3.74% | Reduce |
| MMAGNITE INCMGNI |
| 3.34% | 1.81% | $10.8M | 567,862 | $4.8M | 402,862 | +165,000+40.96% | Add |
| AAMBIQ MICRO INC COMMON STOCKAMBQ |
| 3.31% | 1.85% | $10.7M | 120,773 | $4.9M | 192,773 | -72,000-37.35% | Reduce |
| SSIMILARWEB LTDSMWB |
| 3.21% | 1.58% | $10.4M | 1.7M | $4.2M | 1.6M | +90,000+5.63% | Add |
| PPUBMATIC INC COM CL APUBM |
| 3.05% | 2.09% | $9.8M | 748,099 | $5.5M | 676,399 | +71,700+10.60% | Add |
 ARLO TECHNOLOGIES INCARLO |
| 2.7% | 2.48% | $8.7M | 644,767 | $6.5M | 459,767 | +185,000+40.24% | Add |
| AATI INCATI |
| 2.45% | 3.03% | $7.9M | 40,000 | $8.0M | 55,000 | -15,000-27.27% | Reduce |
| GGARRETT MOTION INCGTX |
| 2.42% | 1.68% | $7.8M | 215,000 | $4.5M | 245,000 | -30,000-12.24% | Reduce |
| FFlotek IndustriesFTK |
| 2.26% | 1.95% | $7.3M | 309,807 | $5.2M | 303,726 | +6,081+2.00% | Add |
 DIGITAL TURBINE INC COM NEWAPPS |
| 1.82% | 0.83% | $5.9M | 454,333 | $2.2M | 762,794 | -308,461-40.44% | Reduce |
 EVERQUOTE INCEVER |
| 1.65% | 1.3% | $5.3M | 223,148 | $3.4M | 223,148 | 00.00% | Unchanged |
| LLENDINGTREE INCTREE |
| 1.49% | 1.47% | $4.8M | 108,268 | $3.9M | 90,768 | +17,500+19.28% | Add |
| CCOMMERCE.COM INC COM SER 1CMRC |
| 1.47% | 1.62% | $4.7M | 1.6M | $4.3M | 1.6M | 00.00% | Unchanged |
| GGRID DYNAMICS HLDGS INCGDYN |
| 1.12% | 1.37% | $3.6M | 636,737 | $3.6M | 636,737 | 00.00% | Unchanged |
 TENABLE HLDGS INCTENB |
| 1.03% | — | $3.3M | 90,000 | $0 | 0 | +90,000 | New Buy |
 ASURE SOFTWARE INCASUR |
| 0.98% | 1.3% | $3.2M | 399,360 | $3.4M | 399,360 | 00.00% | Unchanged |
| KKALTURA INC COMKLTR |
| 0.78% | 0.7% | $2.5M | 1.9M | $1.8M | 1.5M | +431,516+28.55% | Add |
| AAMPLITUDE INCAMPL |
| 0.75% | 0.39% | $2.4M | 315,402 | $1.0M | 150,402 | +165,000+109.71% | Add |
 SILICON LABORATORIES INCSLAB |
| 0.73% | 2.21% | $2.3M | 10,730 | $5.8M | 28,000 | -17,270-61.68% | Reduce |
| 88X8 INC NEW COMEGHT |
| 0.5% | 0.59% | $1.6M | 934,236 | $1.6M | 934,236 | 00.00% | Unchanged |
| GGAIA INC NEW CL AGAIA |
| 0.47% | 0.76% | $1.5M | 723,305 | $2.0M | 723,305 | 00.00% | Unchanged |
| DDOCGO INC COMDCGO |
| 0.33% | 0.49% | $1.1M | 2.1M | $1.3M | 2.1M | 00.00% | Unchanged |
| FFOSTER L B CO COMFSTR |
| 0.25% | — | $817,622 | 18,101 | $0 | 0 | +18,101 | New Buy |
| MMACOM TECH SOLUTIONS HLDGS IMTSI |
| 0.12% | 0.08% | $380,370 | 1,000 | $222,070 | 1,000 | 00.00% | Unchanged |
