| TTERAWULF INC COMWULF |
| 3.66% | 2.99% | $55.0M | 2.2M | $36.1M | 2.5M | -276,241-11.04% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 3.53% | 1.75% | $53.0M | 45,882 | $21.1M | 62,532 | -16,650-26.63% | Reduce |
| TTEXAS PACIFIC LAND CORPORATITPL |
| 2.95% | 4.14% | $44.3M | 101,121 | $50.0M | 105,315 | -4,194-3.98% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 2.85% | 3.08% | $42.7M | 213,605 | $37.2M | 213,085 | +520+0.24% | Add |
 EAST WEST BANCORP INCEWBC |
| 2.81% | 2.46% | $42.1M | 276,597 | $29.7M | 280,880 | -4,283-1.52% | Reduce |
 EAGLE MATLS INCEXP |
| 2.22% | 2.34% | $33.4M | 148,317 | $28.2M | 149,005 | -688-0.46% | Reduce |
 APPLIED MATLS INCAMAT |
| 2.15% | 1.24% | $32.2M | 44,597 | $14.9M | 43,687 | +910+2.08% | Add |
| GGEO GROUP INCGEO |
| 1.93% | 1.57% | $29.0M | 980,259 | $19.0M | 1.1M | -148,740-13.17% | Reduce |
 FREEPORT MCMORAN INCFCX |
| 1.87% | 2.27% | $28.1M | 447,172 | $27.5M | 467,599 | -20,427-4.37% | Reduce |
| PPOWELL INDS INCPOWL |
| 1.84% | 1.83% | $27.6M | 96,447 | $22.1M | 40,793 | +55,654+136.43% | Add |
 BANC OF CALIFORNIA INCBANC |
| 1.83% | 2.13% | $27.5M | 1.3M | $25.7M | 1.5M | -116,456-7.96% | Reduce |
| MMATADOR RES COMTDR |
| 1.8% | 3.17% | $26.9M | 541,359 | $38.4M | 607,264 | -65,905-10.85% | Reduce |
 AMAZON COM INCAMZN |
| 1.72% | 1.24% | $25.9M | 108,474 | $14.9M | 71,742 | +36,732+51.20% | Add |
 UBER TECHNOLOGIES INCUBER |
| 1.71% | 2.16% | $25.7M | 356,106 | $26.1M | 362,935 | -6,829-1.88% | Reduce |
 VIKING HOLDINGS LTD ORD SHSVIK |
| 1.63% | 1.27% | $24.5M | 234,231 | $15.3M | 208,055 | +26,176+12.58% | Add |
 FIRST WATCH RESTAURANT GROUPFWRG |
| 1.37% | 1.29% | $20.5M | 1.6M | $15.5M | 1.5M | +110,607+7.46% | Add |
| AAAR CORPAIR |
| 1.26% | — | $19.0M | 132,805 | $0 | 0 | +132,805 | New Buy |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.24% | 1.08% | $18.6M | 38,958 | $13.1M | 38,677 | +281+0.73% | Add |
| CCARPENTER TECHNOLOGY CORPCRS |
| 1.22% | 1.08% | $18.2M | 29,562 | $13.1M | 33,174 | -3,612-10.89% | Reduce |
 DRAFTKINGS INC NEWDKNG |
| 1.19% | 1.55% | $17.8M | 705,377 | $18.7M | 864,644 | -159,267-18.42% | Reduce |
| MMAXLINEAR INCMXL |
| 1.14% | 0.79% | $17.1M | 133,645 | $9.5M | 547,690 | -414,045-75.60% | Reduce |
 TWILIO INCTWLO |
| 1.13% | 0.33% | $16.9M | 81,920 | $4.0M | 31,800 | +50,120+157.61% | Add |
| CCLEAR SECURE INCYOU |
| 1.11% | 1.15% | $16.7M | 299,818 | $13.9M | 286,660 | +13,158+4.59% | Add |
 APPLE INCAAPL |
| 1.11% | 1.17% | $16.7M | 57,614 | $14.1M | 55,719 | +1,895+3.40% | Add |
| CCOMMERCIAL METALS COCMC |
| 1.07% | 1.31% | $16.1M | 256,407 | $15.8M | 257,746 | -1,339-0.52% | Reduce |
| VVISHAY PRECISION GROUP INC COMVPG |
| 1.05% | — | $15.8M | 105,521 | $0 | 0 | +105,521 | New Buy |
 ACADEMY SPORTS & OUTDOORASO |
| 1.04% | 1.51% | $15.6M | 330,506 | $18.2M | 322,220 | +8,286+2.57% | Add |
| OON HLDG AGONON |
| 1.03% | 1% | $15.5M | 436,735 | $12.1M | 354,671 | +82,064+23.14% | Add |
| CCLEVELAND-CLIFFS INC NEWCLF |
| 1.02% | 1.49% | $15.3M | 1.6M | $18.1M | 2.1M | -511,080-23.91% | Reduce |
 TEXAS CAP BANCSHARES INCTCBI |
| 0.94% | 1.09% | $14.2M | 137,319 | $13.2M | 138,660 | -1,341-0.97% | Reduce |
 BOEING COBA |
| 0.9% | 0.91% | $13.6M | 62,670 | $11.0M | 55,030 | +7,640+13.88% | Add |
 BROADCOM INCAVGO |
| 0.88% | 0.76% | $13.2M | 34,812 | $9.2M | 29,739 | +5,073+17.06% | Add |
 ELI LILLY & COLLY |
| 0.86% | 0.66% | $12.9M | 10,780 | $7.9M | 8,613 | +2,167+25.16% | Add |
 EXPAND ENERGY CORPORATIONEXE |
| 0.84% | 1.22% | $12.6M | 137,670 | $14.7M | 134,062 | +3,608+2.69% | Add |
 CATERPILLAR INCCAT |
| 0.83% | 0.71% | $12.5M | 11,697 | $8.6M | 12,125 | -428-3.53% | Reduce |
 TRIUMPH FINANCIAL INCTFIN |
| 0.83% | 0.34% | $12.4M | 162,265 | $4.1M | 68,965 | +93,300+135.29% | Add |
 HOME DEPOT INCHD |
| 0.82% | 0.9% | $12.4M | 35,049 | $10.9M | 32,997 | +2,052+6.22% | Add |
 WALMART INCWMT |
| 0.79% | 1.05% | $11.8M | 104,303 | $12.7M | 102,557 | +1,746+1.70% | Add |
| IIPG PHOTONICS CORPIPGP |
| 0.78% | 0.64% | $11.7M | 99,508 | $7.7M | 67,198 | +32,310+48.08% | Add |
 BANK OZK LITTLE ROCK ARKOZK |
| 0.77% | 0.96% | $11.6M | 222,823 | $11.5M | 251,576 | -28,753-11.43% | Reduce |
 GATX CORPGATX |
| 0.77% | 0.61% | $11.6M | 65,491 | $7.4M | 43,250 | +22,241+51.42% | Add |
| TTOWER SEMICONDUCTOR LTD SHS NEWTSEM |
| 0.77% | 0.95% | $11.6M | 44,320 | $11.5M | 65,544 | -21,224-32.38% | Reduce |
 HANOVER INS GROUP INCTHG |
| 0.75% | 0.71% | $11.2M | 52,369 | $8.5M | 49,188 | +3,181+6.47% | Add |
 JPMORGAN CHASE & COJPM |
| 0.75% | 0.83% | $11.2M | 34,179 | $10.1M | 34,219 | -40-0.12% | Reduce |
 MICROSOFT CORPMSFT |
| 0.73% | 0.87% | $11.0M | 29,435 | $10.5M | 28,392 | +1,043+3.67% | Add |
 ARCOSA INCACA |
| 0.73% | 0.34% | $10.9M | 75,145 | $4.1M | 38,512 | +36,633+95.12% | Add |
| SSAILPOINT INC COMSAIL |
| 0.72% | — | $10.9M | 741,799 | $0 | 0 | +741,799 | New Buy |
| KKNOWLES CORPKN |
| 0.71% | 0.46% | $10.7M | 257,179 | $5.6M | 217,386 | +39,793+18.31% | Add |
| AAMERICAN AIRLINES GROUP INCAAL |
| 0.7% | 0.25% | $10.6M | 583,929 | $3.0M | 282,500 | +301,429+106.70% | Add |
| AAlphabet Inc Class CGOOG |
| 0.69% | 0.7% | $10.4M | 29,468 | $8.5M | 29,541 | -73-0.25% | Reduce |
