 Varonis Systems, Inc.VRNS |
| 4.52% | 2.47% | $157.3M | 3.7M | $76.9M | 3.6M | +170,172+4.75% | Add |
| SSEMTECH CORPSMTC |
| 4.12% | — | $143.6M | 887,268 | $0 | 0 | +887,268 | New Buy |
 LIVE NATION ENTERTAINMENT INLYV |
| 3.9% | 3.71% | $135.8M | 741,878 | $115.2M | 755,227 | -13,349-1.77% | Reduce |
 SPOTIFY TECHNOLOGY S A SHSSPOT |
| 3.87% | 4.38% | $134.7M | 293,314 | $136.0M | 280,445 | +12,869+4.59% | Add |
| MMKS INC.MKSI |
| 3.77% | 2.44% | $131.4M | 295,385 | $75.8M | 329,786 | -34,401-10.43% | Reduce |
| DDOORDASH INCDASH |
| 3.56% | 3.27% | $124.1M | 672,273 | $101.7M | 677,148 | -4,875-0.72% | Reduce |
 COUPANG INC CLASS ACPNG |
| 3.47% | 3% | $120.7M | 7.0M | $93.2M | 4.9M | +2.0M+40.80% | Add |
 AFFIRM HLDGS INC COM CL AAFRM |
| 3.43% | 2.06% | $119.4M | 1.5M | $64.0M | 1.4M | +66,881+4.79% | Add |
| FFORMFACTOR INCFORM |
| 3.28% | — | $114.1M | 713,450 | $0 | 0 | +713,450 | New Buy |
 BLOOM ENERGY CORPBE |
| 3.19% | 2.38% | $111.1M | 366,911 | $73.9M | 545,184 | -178,273-32.70% | Reduce |
 TKO GROUP HLDGS INC CLASS ATKO |
| 3.13% | 3.88% | $108.9M | 540,968 | $120.6M | 598,297 | -57,329-9.58% | Reduce |
 REDDIT INC CL ARDDT |
| 2.99% | 2.49% | $104.2M | 600,346 | $77.3M | 573,743 | +26,603+4.64% | Add |
 MONGODB INC CL AMDB |
| 2.93% | 2.11% | $102.0M | 303,538 | $65.5M | 267,458 | +36,080+13.49% | Add |
| WWINGSTOP INCWING |
| 2.72% | 2.38% | $94.8M | 546,553 | $73.9M | 477,101 | +69,452+14.56% | Add |
 CLOUDFLARE INCNET |
| 2.71% | 1.95% | $94.4M | 384,993 | $60.7M | 294,208 | +90,785+30.86% | Add |
| QQ2 HLDGS INCQTWO |
| 2.54% | 2.59% | $88.6M | 1.8M | $80.6M | 1.7M | +139,189+8.17% | Add |
 HOWMET AEROSPACE INC COMHWM |
| 2.51% | 2.63% | $87.4M | 324,954 | $81.6M | 353,931 | -28,977-8.19% | Reduce |
 GRAB HOLDINGS LIMITED CLASS A ORDGRAB |
| 2.5% | 2.87% | $86.9M | 23.0M | $89.2M | 24.4M | -1.3M-5.44% | Reduce |
 LUMENTUM HLDGS INCLITE |
| 2.38% | 3.45% | $82.8M | 96,453 | $107.3M | 152,685 | -56,232-36.83% | Reduce |
 CHIPOTLE MEXICAN GRILL INCCMG |
| 2.26% | 2.39% | $78.9M | 2.3M | $74.3M | 2.3M | -781-0.03% | Reduce |
| WWYNDHAM HOTELS & RESORTS INCWH |
| 2.22% | 2.65% | $77.4M | 919,053 | $82.3M | 1.0M | -93,637-9.25% | Reduce |
| TTALEN ENERGY CORPTLN |
| 2.18% | 1.62% | $76.0M | 197,712 | $50.3M | 157,560 | +40,152+25.48% | Add |
| RROCKET LAB CORP COMRKLB |
| 1.97% | 1.56% | $68.7M | 676,072 | $48.4M | 753,812 | -77,740-10.31% | Reduce |
 WABTECWAB |
| 1.96% | 2.15% | $68.2M | 252,814 | $66.9M | 267,858 | -15,044-5.62% | Reduce |
 CENCORA INCCOR |
| 1.93% | 2.16% | $67.2M | 237,486 | $67.1M | 213,513 | +23,973+11.23% | Add |
| FFTAI AVIATION LTDFTAI |
| 1.81% | 1.86% | $63.1M | 233,414 | $57.6M | 235,294 | -1,880-0.80% | Reduce |
 EMCOR GROUP INCEME |
| 1.6% | 1.63% | $55.8M | 67,255 | $50.5M | 68,423 | -1,168-1.71% | Reduce |
 TARGA RES CORPTRGP |
| 1.51% | 1.61% | $52.5M | 195,782 | $49.9M | 199,184 | -3,402-1.71% | Reduce |
 FIRSTCASH HOLDINGS INCFCFS |
| 1.26% | 0.84% | $43.9M | 203,059 | $26.2M | 139,384 | +63,675+45.68% | Add |
| CCARVANA CO CL ACVNA |
| 1.19% | 1.3% | $41.5M | 630,952 | $40.4M | 128,384 | +502,568+391.46% | Add |
 BWX TECHNOLOGIES INCBWXT |
| 1.17% | 1.68% | $40.6M | 208,548 | $52.2M | 255,496 | -46,948-18.38% | Reduce |
 ROKU INC COM CL AROKU |
| 1.12% | 2.93% | $39.1M | 283,003 | $91.0M | 961,220 | -678,217-70.56% | Reduce |
 STARBUCKS CORPSBUX |
| 1.11% | 1.64% | $38.8M | 379,456 | $50.8M | 567,396 | -187,940-33.12% | Reduce |
 VALERO ENERGY CORP COMVLO |
| 1.04% | 1.13% | $36.2M | 139,187 | $35.0M | 141,607 | -2,420-1.71% | Reduce |
 DATADOG INCDDOG |
| 1% | — | $34.9M | 134,035 | $0 | 0 | +134,035 | New Buy |
| MMONDAY COM LTDMNDY |
| 0.97% | 0.37% | $33.7M | 464,851 | $11.4M | 164,520 | +300,331+182.55% | Add |
 IDEXX LABS INC COMIDXX |
| 0.96% | 1.17% | $33.4M | 63,437 | $36.3M | 64,540 | -1,103-1.71% | Reduce |
| NNORWEGIAN CRUISE LINE HLDGS LT SHSNCLH |
| 0.92% | 1.56% | $31.9M | 1.5M | $48.6M | 2.6M | -1.1M-41.76% | Reduce |
 GUARDANT HEALTH INCGH |
| 0.85% | — | $29.7M | 197,795 | $0 | 0 | +197,795 | New Buy |
 UBER TECHNOLOGIES INCUBER |
| 0.83% | 3.03% | $28.9M | 400,556 | $94.1M | 1.3M | -907,390-69.38% | Reduce |
 SOFI TECHNOLOGIES INC COMSOFI |
| 0.81% | 0.82% | $28.3M | 1.6M | $25.5M | 1.6M | -27,440-1.71% | Reduce |
 ALNYLAM PHARMACEUTICALS INCALNY |
| 0.8% | 1.01% | $28.0M | 92,940 | $31.3M | 94,556 | -1,616-1.71% | Reduce |
 ONDAS INCONDS |
| 0.8% | — | $27.7M | 3.4M | $0 | 0 | +3.4M | New Buy |
 DISNEY WALT CODIS |
| 0.75% | 0.82% | $26.1M | 271,194 | $25.4M | 263,195 | +7,999+3.04% | Add |
 INSULET CORPPODD |
| 0.68% | 0.72% | $23.8M | 156,111 | $22.5M | 107,226 | +48,885+45.59% | Add |
 MERCADOLIBRE INC COMMELI |
| 0.65% | 0.75% | $22.7M | 13,372 | $23.2M | 13,416 | -44-0.33% | Reduce |
 ALPHATEC HLDGS INCATEC |
| 0.64% | 0.77% | $22.3M | 2.6M | $23.8M | 2.2M | +385,715+17.60% | Add |
 AMAZON COM INCAMZN |
| 0.61% | 0.75% | $21.1M | 88,686 | $23.4M | 112,349 | -23,663-21.06% | Reduce |
 NATERA INCNTRA |
| 0.55% | — | $19.3M | 71,016 | $0 | 0 | +71,016 | New Buy |
 INSMED INCINSM |
| 0.52% | 0.91% | $18.2M | 170,670 | $28.4M | 173,637 | -2,967-1.71% | Reduce |
