| PPEGASYSTEMS INCPEGA |
| 17.93% | 18.62% | $194.4M | 3.4M | $191.8M | 3.5M | -162,371-4.58% | Reduce |
 BLOCK INCXYZ |
| 13.28% | 14.17% | $144.0M | 2.0M | $146.0M | 2.1M | -157,116-7.31% | Reduce |
 WORKDAY INCWDAY |
| 13.19% | 12.41% | $142.9M | 593,755 | $127.9M | 532,835 | +60,920+11.43% | Add |
 INTERACTIVE BROKERS GROUP INC COM CL AIBKR |
| 13.08% | 16.2% | $141.8M | 2.1M | $166.8M | 3.0M | -950,511-31.57% | Reduce |
 COSTAR GROUP INCCSGP |
| 9.54% | 9.48% | $103.5M | 1.2M | $97.7M | 1.2M | +11,599+0.95% | Add |
 ETSY INC COMETSY |
| 8.73% | 6.98% | $94.7M | 1.4M | $71.9M | 1.4M | -7,646-0.53% | Reduce |
 ALIGN TECHNOLOGY INC COM USD0.0001ALGN |
| 7.04% | 9.42% | $76.3M | 609,722 | $97.0M | 512,344 | +97,378+19.01% | Add |
 WAYFAIR INCW |
| 5.54% | 3.65% | $60.1M | 672,486 | $37.6M | 736,012 | -63,526-8.63% | Reduce |
 MEDPACE HLDGS INCMEDP |
| 5.29% | 4.79% | $57.3M | 111,507 | $49.3M | 157,084 | -45,577-29.01% | Reduce |
 GLOBUS MED INCGMED |
| 2.75% | — | $29.8M | 521,129 | $0 | 0 | +521,129 | New Buy |
 VEEVA SYS INCVEEV |
| 2.02% | 2.61% | $21.9M | 73,360 | $26.9M | 93,361 | -20,001-21.42% | Reduce |
| OONTO INNOVATION INCONTO |
| 0.9% | — | $9.7M | 75,450 | $0 | 0 | +75,450 | New Buy |
| MMIDDLEBY CORPMIDD |
| 0.67% | 0.76% | $7.3M | 54,625 | $7.9M | 54,625 | 00.00% | Unchanged |
 AMPHENOL CORPAPH |
| <0.01% | <0.01% | $43,684 | 353 | $34,859 | 353 | 00.00% | Unchanged |
| SSTONEX GROUP INCSNEX |
| <0.01% | 0.88% | $40,570 | 402 | $9.1M | 99,902 | -99,500-99.60% | Reduce |
 HEICO CORP NEWHEI |
| <0.01% | <0.01% | $30,999 | 122 | $31,568 | 122 | 00.00% | Unchanged |
| AAPI GROUP CORP COM STKAPG |
| <0.01% | <0.01% | $30,142 | 877 | $29,864 | 585 | +292+49.91% | Add |
 AMETEK INC COMAME |
| <0.01% | <0.01% | $28,576 | 152 | $27,506 | 152 | 00.00% | Unchanged |
 BROWN & BROWN INC COMBRO |
| <0.01% | <0.01% | $24,292 | 259 | $28,715 | 259 | 00.00% | Unchanged |
 FERGUSON ENTERPRISES INCFERG |
| <0.01% | <0.01% | $23,132 | 103 | $22,428 | 103 | 00.00% | Unchanged |
| WWATSCO INCWSO |
| <0.01% | <0.01% | $18,194 | 45 | $19,873 | 45 | 00.00% | Unchanged |
 MOODYS CORPMCO |
| <0.01% | <0.01% | $16,200 | 34 | $17,054 | 34 | 00.00% | Unchanged |
| TTYLER TECHNOLOGIES INCTYL |
| <0.01% | <0.01% | $14,648 | 28 | $16,600 | 28 | 00.00% | Unchanged |
 VERISK ANALYTICS INC COMVRSK |
| <0.01% | <0.01% | $14,588 | 58 | $18,067 | 58 | 00.00% | Unchanged |
