 MARVELL TECHNOLOGY INCMRVL |
| 7.55% | 3.75% | $12.6M | 42,200 | $5.9M | 59,144 | -16,944-28.65% | Reduce |
 VISA INCV |
| 5.31% | 4.21% | $8.8M | 25,750 | $6.6M | 21,763 | +3,987+18.32% | Add |
 NVIDIA CORPORATIONNVDA |
| 4.43% | 3.86% | $7.4M | 36,861 | $6.0M | 34,643 | +2,218+6.40% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 4.33% | 2.83% | $7.2M | 17,317 | $4.4M | 16,361 | +956+5.84% | Add |
| AATLASSIAN CORPORATION CL ATEAM |
| 3.95% | 4.28% | $6.6M | 84,535 | $6.7M | 98,029 | -13,494-13.77% | Reduce |
 AMAZON COM INCAMZN |
| 3.86% | 2.78% | $6.4M | 26,970 | $4.4M | 20,895 | +6,075+29.07% | Add |
 D R HORTON INCDHI |
| 3.75% | 3.29% | $6.2M | 38,316 | $5.1M | 37,438 | +878+2.35% | Add |
 AMERICAN TOWER CORP COMAMT |
| 3.46% | 3.33% | $5.8M | 35,226 | $5.2M | 30,176 | +5,050+16.74% | Add |
| OONTO INNOVATION INCONTO |
| 3.13% | 1.51% | $5.2M | 13,757 | $2.4M | 11,540 | +2,217+19.21% | Add |
 SERVICENOW INCNOW |
| 3.08% | 5.49% | $5.1M | 51,674 | $8.6M | 82,138 | -30,464-37.09% | Reduce |
 HCA HEALTHCARE INCHCA |
| 3.03% | — | $5.0M | 12,930 | $0 | 0 | +12,930 | New Buy |
 OKTA INC CLASS AOKTA |
| 2.93% | 3.05% | $4.9M | 35,793 | $4.8M | 60,640 | -24,847-40.97% | Reduce |
| WWEAVE COMMUNICATIONS INC COMWEAV |
| 2.83% | 2.17% | $4.7M | 785,687 | $3.4M | 735,795 | +49,892+6.78% | Add |
 DOLE PLCDOLE |
| 2.82% | 3.05% | $4.7M | 341,592 | $4.8M | 333,762 | +7,830+2.35% | Add |
 OLD DOMINION FREIGHT LINE INODFL |
| 2.77% | 3.45% | $4.6M | 21,289 | $5.4M | 27,646 | -6,357-22.99% | Reduce |
 INTUITINTU |
| 2.66% | 4.17% | $4.4M | 16,956 | $6.5M | 15,086 | +1,870+12.40% | Add |
 DOLLAR GEN CORP NEWDG |
| 2.52% | — | $4.2M | 36,450 | $0 | 0 | +36,450 | New Buy |
 SAP SE SPON ADRSAP |
| 2.51% | 3.42% | $4.2M | 27,148 | $5.4M | 31,268 | -4,120-13.18% | Reduce |
 WASTE CONNECTIONS INCWCN |
| 2.46% | 1.55% | $4.1M | 24,594 | $2.4M | 14,881 | +9,713+65.27% | Add |
| MMKS INC.MKSI |
| 2.43% | 5.03% | $4.0M | 9,100 | $7.9M | 34,230 | -25,130-73.42% | Reduce |
| AAppian Corp. CL AAPPN |
| 2.32% | 2.27% | $3.9M | 168,296 | $3.6M | 147,426 | +20,870+14.16% | Add |
| FFISERV INCFISV |
| 2.08% | 1.29% | $3.5M | 70,454 | $2.0M | 36,224 | +34,230+94.50% | Add |
 ANALOG DEVICES INC COMADI |
| 2.04% | — | $3.4M | 8,550 | $0 | 0 | +8,550 | New Buy |
 HOME DEPOT INCHD |
| 2% | — | $3.3M | 9,420 | $0 | 0 | +9,420 | New Buy |
 ACCENTURE PLC IRELANDACN |
| 1.99% | 2.53% | $3.3M | 26,576 | $3.9M | 19,913 | +6,663+33.46% | Add |
 EAGLE MATLS INCEXP |
| 1.97% | 2.03% | $3.3M | 14,568 | $3.2M | 16,756 | -2,188-13.06% | Reduce |
| MMACOM TECH SOLUTIONS HLDGS IMTSI |
| 1.94% | 1.21% | $3.2M | 8,500 | $1.9M | 8,500 | 00.00% | Unchanged |
 NETFLIX INCNFLX |
| 1.94% | 1.8% | $3.2M | 45,239 | $2.8M | 29,287 | +15,952+54.47% | Add |
| PPEGASYSTEMS INCPEGA |
| 1.88% | 2.82% | $3.1M | 104,579 | $4.4M | 103,559 | +1,020+0.98% | Add |
 WORKDAY INCWDAY |
| 1.64% | 3.07% | $2.7M | 22,283 | $4.8M | 36,943 | -14,660-39.68% | Reduce |
 NXP SEMICONDUCTORS N VNXPI |
| 1.55% | — | $2.6M | 9,197 | $0 | 0 | +9,197 | New Buy |
| GGENTHERM INCTHRM |
| 1.45% | — | $2.4M | 70,952 | $0 | 0 | +70,952 | New Buy |
| GGEO GROUP INCGEO |
| 1.37% | 2.87% | $2.3M | 77,358 | $4.5M | 266,993 | -189,635-71.03% | Reduce |
 AGORA INCAPI |
| 1.21% | 0.37% | $2.0M | 506,189 | $583,636 | 164,869 | +341,320+207.02% | Add |
| OOMEGA FLEX INC COMOFLX |
| 1.21% | 0.33% | $2.0M | 64,212 | $514,892 | 16,588 | +47,624+287.10% | Add |
 POOL CORPPOOL |
| 1.21% | — | $2.0M | 9,370 | $0 | 0 | +9,370 | New Buy |
| EENTEGRIS INCENTG |
| 1.08% | 2.25% | $1.8M | 10,000 | $3.5M | 30,024 | -20,024-66.69% | Reduce |
 LULULEMON ATHLETICA INCLULU |
| 0.72% | — | $1.2M | 10,450 | $0 | 0 | +10,450 | New Buy |
| AADVANCED ENERGY INDS INCAEIS |
| 0.56% | — | $932,175 | 2,500 | $0 | 0 | +2,500 | New Buy |
