| TTOWER SEMICONDUCTOR LTD SHS NEWTSEM |
| 13.94% | 13.23% | $475.2M | 1.8M | $398.7M | 2.3M | -448,997-19.76% | Reduce |
| MMDA SPACE LTDMDA |
| 5.3% | 4% | $180.7M | 4.4M | $120.6M | 4.8M | -384,774-8.08% | Reduce |
 ILLUMINA INCILMN |
| 5.2% | 6.32% | $177.4M | 1.0M | $190.4M | 1.5M | -535,849-34.69% | Reduce |
 COMPASS INCCOMP |
| 4.55% | 2.23% | $155.0M | 12.6M | $67.1M | 9.2M | +3.4M+36.92% | Add |
| BBILL HOLDINGS INCBILL |
| 4.35% | 5.13% | $148.4M | 4.1M | $154.6M | 4.0M | +66,420+1.65% | Add |
| WWIX COM LTD SHSWIX |
| 3.88% | 11.22% | $132.4M | 2.9M | $338.2M | 3.8M | -835,800-22.26% | Reduce |
| UUIPATH INCPATH |
| 3.85% | 2.87% | $131.4M | 12.1M | $86.4M | 7.8M | +4.3M+55.24% | Add |
 ALIGN TECHNOLOGY INC COM USD0.0001ALGN |
| 3.69% | 4.29% | $125.7M | 745,345 | $129.4M | 754,797 | -9,452-1.25% | Reduce |
 RADWARE LTDRDWR |
| 3.66% | 3.53% | $124.9M | 4.0M | $106.5M | 4.0M | 00.00% | Unchanged |
| NNCINO INCNCNO |
| 3.51% | 2.64% | $119.8M | 7.3M | $79.5M | 5.3M | +2.0M+38.01% | Add |
| MMARRIOTT VACATIONS WORLDWIDEVAC |
| 3.36% | 2.49% | $114.7M | 1.1M | $75.0M | 1.2M | -25,843-2.24% | Reduce |
 OKTA INC CLASS AOKTA |
| 3.3% | 2.17% | $112.7M | 825,615 | $65.4M | 830,515 | -4,900-0.59% | Reduce |
| GGENIUS SPORTS LIMITEDGENI |
| 2.82% | 2.01% | $96.2M | 15.9M | $60.5M | 13.7M | +2.2M+16.32% | Add |
| VVOYAGER TECHNOLOGIES INCVOYG |
| 2.81% | 2.78% | $95.6M | 3.0M | $83.8M | 3.6M | -615,653-17.19% | Reduce |
| DDICKS SPORTING GOODS INCDKS |
| 2.78% | 2.79% | $94.9M | 418,501 | $84.0M | 423,451 | -4,950-1.17% | Reduce |
 REDDIT INC CL ARDDT |
| 2.57% | 1.61% | $87.6M | 504,461 | $48.4M | 359,392 | +145,069+40.37% | Add |
 CRITEO S ACRTO |
| 2.46% | 2.73% | $84.0M | 4.6M | $82.4M | 4.6M | 00.00% | Unchanged |
 PINTEREST INCPINS |
| 2.42% | 2.19% | $82.5M | 3.9M | $65.9M | 3.6M | +328,137+9.13% | Add |
| CCEVA INCCEVA |
| 2.26% | 1.46% | $77.0M | 1.6M | $44.1M | 2.4M | -725,457-30.76% | Reduce |
| HHAPPEN INCHAPN |
| 2.04% | 2.16% | $69.4M | 3.3M | $65.1M | 4.5M | -1.2M-26.40% | Reduce |
 KORNIT DIGITAL LTDKRNT |
| 2.03% | 2.01% | $69.1M | 4.3M | $60.7M | 4.1M | +110,000+2.66% | Add |
 AMERICAN ASSETS TR INCAAT |
| 1.92% | 2.18% | $65.5M | 2.7M | $65.9M | 3.6M | -925,696-25.88% | Reduce |
 CIENA CORPCIEN |
| 1.88% | 2.23% | $64.0M | 130,426 | $67.1M | 172,926 | -42,500-24.58% | Reduce |
 UNITED NAT FOODS INCUNFI |
| 1.58% | 1.85% | $53.9M | 1.2M | $55.7M | 1.2M | -56,000-4.53% | Reduce |
 Varonis Systems, Inc.VRNS |
| 1.56% | 1.03% | $53.3M | 1.3M | $31.1M | 1.4M | -178,066-12.29% | Reduce |
| RRHRH |
| 1.51% | 2.95% | $51.4M | 312,051 | $89.0M | 636,219 | -324,168-50.95% | Reduce |
 MICROCHIP TECHNOLOGYMCHP |
| 1.33% | 1.11% | $45.3M | 496,200 | $33.4M | 516,200 | -20,000-3.87% | Reduce |
 META PLATFORMS INCMETA |
| 1.16% | — | $39.4M | 70,000 | $0 | 0 | +70,000 | New Buy |
| PPENNYMAC FINL SVCS INC NEWPFSI |
| 1.03% | 1.47% | $35.0M | 401,757 | $44.5M | 508,633 | -106,876-21.01% | Reduce |
 ACV AUCTIONS INCACVA |
| 0.9% | 0.5% | $30.7M | 4.3M | $15.0M | 3.5M | +745,000+21.10% | Add |
| VVNET GROUPVNET |
| 0.73% | 0.77% | $24.9M | 3.1M | $23.3M | 2.8M | +320,000+11.51% | Add |
| GGLOBALFOUNDRIES INC ORDINARY SHARESGFS |
| 0.63% | — | $21.5M | 260,408 | $0 | 0 | +260,408 | New Buy |
 INTEL CORPINTC |
| 0.49% | 0.17% | $16.6M | 118,800 | $5.2M | 118,800 | 00.00% | Unchanged |
 LOVESAC CO COMLOVE |
| 0.48% | 0.5% | $16.5M | 990,212 | $15.1M | 1.0M | -35,181-3.43% | Reduce |
 BORGWARNER INCBWA |
| 0.42% | — | $14.5M | 218,000 | $0 | 0 | +218,000 | New Buy |
| CCERUS CORPCERS |
| 0.4% | 0.25% | $13.5M | 4.6M | $7.5M | 4.1M | +500,000+12.15% | Add |
| CCHEWY INC CL ACHWY |
| 0.37% | 0.37% | $12.7M | 647,300 | $11.1M | 410,000 | +237,300+57.88% | Add |
| WWOLFSPEED INCWOLF |
| 0.37% | 0.15% | $12.5M | 258,124 | $4.6M | 281,624 | -23,500-8.34% | Reduce |
| AAMERICAN WELL CORPAMWL |
| 0.36% | 0.2% | $12.1M | 1.3M | $6.0M | 1.1M | +192,499+16.94% | Add |
| NNLIGHT INCLASR |
| 0.33% | 0.45% | $11.2M | 160,338 | $13.7M | 239,454 | -79,116-33.04% | Reduce |
 GLOBALSTAR INCGSAT |
| 0.31% | 1.91% | $10.5M | 129,310 | $57.7M | 868,946 | -739,636-85.12% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 0.24% | — | $8.1M | 40,600 | $0 | 0 | +40,600 | New Buy |
 TELESAT CORP CL A & CL B SHSTSAT |
| 0.2% | 0.17% | $7.0M | 137,668 | $5.0M | 137,668 | 00.00% | Unchanged |
| QQUALCOMM INCQCOM |
| 0.19% | — | $6.5M | 35,000 | $0 | 0 | +35,000 | New Buy |
 EVOLV TECHNOLOGIES HLDNGS INC COM CL AEVLV |
| 0.17% | 0.2% | $5.8M | 996,951 | $6.0M | 996,951 | 00.00% | Unchanged |
| MMAGNITE INCMGNI |
| 0.12% | 0.09% | $4.3M | 224,100 | $2.7M | 224,100 | 00.00% | Unchanged |
 LULULEMON ATHLETICA INCLULU |
| 0.12% | — | $4.2M | 36,750 | $0 | 0 | +36,750 | New Buy |
| PPOWERLAW CORPPWRL |
| 0.09% | — | $2.9M | 198,879 | $0 | 0 | +198,879 | New Buy |
 INDIE SEMICONDUCTOR INCINDI |
| 0.07% | — | $2.5M | 552,843 | $0 | 0 | +552,843 | New Buy |
 UNIQURE NVQURE |
| 0.06% | 0.04% | $1.9M | 42,300 | $1.2M | 72,300 | -30,000-41.49% | Reduce |
