| SSANDISK CORP COMSNDK |
| 19.6% | 6.06% | $472.0M | 207,587 | $116.7M | 183,700 | +23,887+13.00% | Add |
 CREDICORP LTDBAP |
| 4.4% | 2.48% | $105.9M | 271,865 | $47.7M | 140,700 | +131,165+93.22% | Add |
 AMERICA MOVIL S A B DE FSPONSORED ADR 1 ADR REPS 20 ORD SHSAMX |
| 4.3% | 5.88% | $103.6M | 4.0M | $113.2M | 4.4M | -456,116-10.26% | Reduce |
| AAMC ENTMT HLDGS INC CLASS AAMC |
| 4.09% | — | $98.4M | 51.8M | $0 | 0 | +51.8M | New Buy |
 COMPASS INCCOMP |
| 3.85% | 2.31% | $92.8M | 7.5M | $44.4M | 6.1M | +1.5M+23.95% | Add |
| TT1 ENERGY INCTE |
| 2.94% | — | $70.8M | 7.5M | $0 | 0 | +7.5M | New Buy |
| RRAMACO RES INCMETC |
| 2.92% | 4.43% | $70.3M | 5.3M | $85.2M | 5.5M | -200,000-3.63% | Reduce |
| JJBS N.V.JBS |
| 2.68% | 3.14% | $64.4M | 5.4M | $60.4M | 3.4M | +2.1M+61.54% | Add |
| GGRUPO TELEVISA S A B SPON ADR REP ORDTV |
| 2.49% | 3.38% | $59.9M | 22.1M | $65.1M | 22.4M | -270,307-1.21% | Reduce |
 CHEVRON CORPORATIONCVX |
| 2.45% | — | $58.9M | 355,336 | $0 | 0 | +355,336 | New Buy |
 AVIS BUDGET GROUP INCCAR |
| 2.17% | 4.16% | $52.3M | 353,848 | $80.0M | 548,677 | -194,829-35.51% | Reduce |
 JPMORGAN CHASE & COJPM |
| 2.06% | 2.36% | $49.5M | 151,300 | $45.5M | 154,700 | -3,400-2.20% | Reduce |
 NU HLDGS LTDNU |
| 1.99% | 1.67% | $47.9M | 3.6M | $32.2M | 2.2M | +1.3M+60.03% | Add |
| GGRUPO FINANCIERO GALICIA S.AGGAL |
| 1.91% | 2.11% | $45.9M | 917,929 | $40.6M | 869,129 | +48,800+5.61% | Add |
| GGENIUS SPORTS LIMITEDGENI |
| 1.82% | 1.72% | $43.8M | 7.2M | $33.0M | 7.5M | -223,100-2.99% | Reduce |
| AAPPLOVIN CORPAPP |
| 1.78% | 1.05% | $42.8M | 83,040 | $20.2M | 50,640 | +32,400+63.98% | Add |
 AMAZON COM INCAMZN |
| 1.75% | 1.35% | $42.1M | 176,435 | $25.9M | 124,400 | +52,035+41.83% | Add |
 CEMEX SAB DE CVCX |
| 1.57% | 2.07% | $37.9M | 3.2M | $39.8M | 3.5M | -316,900-9.12% | Reduce |
| GGEO GROUP INCGEO |
| 1.54% | 1.25% | $37.2M | 1.3M | $24.0M | 1.4M | -167,300-11.73% | Reduce |
 CAPITAL ONE FINL CORPCOF |
| 1.44% | 2.55% | $34.7M | 173,210 | $49.0M | 268,810 | -95,600-35.56% | Reduce |
| PPRIMO BRANDS CORPORATIONPRMB |
| 1.4% | 1.37% | $33.7M | 1.4M | $26.4M | 1.4M | -20,300-1.45% | Reduce |
 VALERO ENERGY CORP COMVLO |
| 1.29% | 1.09% | $31.1M | 119,400 | $21.0M | 85,000 | +34,400+40.47% | Add |
 FERRARI N V COMRACE |
| 1.26% | — | $30.4M | 81,583 | $0 | 0 | +81,583 | New Buy |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 1.19% | — | $28.7M | 115,000 | $0 | 0 | +115,000 | New Buy |
 PARSONS CORP DELPSN |
| 1.15% | 1.4% | $27.7M | 528,600 | $27.0M | 499,100 | +29,500+5.91% | Add |
 YPF SOCIEDAD ANONIMA SPON ADR CL DYPF |
| 1.14% | 1.29% | $27.5M | 604,992 | $24.9M | 538,192 | +66,800+12.41% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 1.13% | — | $27.3M | 27,000 | $0 | 0 | +27,000 | New Buy |
| FFISERV INCFISV |
| 1.12% | 0.9% | $27.0M | 551,200 | $17.3M | 309,600 | +241,600+78.04% | Add |
| WWOLFSPEED INCWOLF |
| 1.1% | 0.36% | $26.5M | 548,375 | $6.9M | 424,700 | +123,675+29.12% | Add |
 LPL FINL HLDGS INCLPLA |
| 1.09% | — | $26.3M | 93,500 | $0 | 0 | +93,500 | New Buy |
| PPERPETUA RES CORP COM NPV ISIN #CA7142661031 SEDOL #BNNNK40PPTA |
| 1.02% | 1.91% | $24.6M | 1.2M | $36.7M | 1.3M | -120,000-9.18% | Reduce |
 Ulta Beauty Inc Ordinary SharesULTA |
| 0.97% | 1.27% | $23.5M | 52,000 | $24.4M | 46,600 | +5,400+11.59% | Add |
| BBANCO BBVA ARGENTINA S ABBAR |
| 0.95% | 0.84% | $22.9M | 1.2M | $16.2M | 1.0M | +159,100+15.79% | Add |
| QQXO INCQXO |
| 0.89% | 1.39% | $21.5M | 1.2M | $26.7M | 1.4M | -133,700-9.72% | Reduce |
| FFIVE BELOW INCFIVE |
| 0.77% | — | $18.5M | 102,700 | $0 | 0 | +102,700 | New Buy |
| WWARBY PARKER INCWRBY |
| 0.74% | — | $17.8M | 587,655 | $0 | 0 | +587,655 | New Buy |
 ON SEMICONDUCTOR CORP COMON |
| 0.64% | 4.53% | $15.3M | 162,300 | $87.3M | 1.4M | -1.2M-88.48% | Reduce |
| SSOLV ENERGY INCMWH |
| 0.58% | — | $14.0M | 411,700 | $0 | 0 | +411,700 | New Buy |
 PINTEREST INCPINS |
| 0.58% | 0.74% | $14.0M | 665,969 | $14.2M | 772,924 | -106,955-13.84% | Reduce |
 ROCKET COS INC COM CL ARKT |
| 0.58% | 0.65% | $13.9M | 884,300 | $12.6M | 884,300 | 00.00% | Unchanged |
| NNEXTPOWER INCNXT |
| 0.58% | — | $13.9M | 116,800 | $0 | 0 | +116,800 | New Buy |
 ADECOAGRO SAAGRO |
| 0.55% | 0.99% | $13.2M | 1.4M | $19.1M | 1.3M | +105,000+8.24% | Add |
 CHURCHILL DOWNS INCCHDN |
| 0.51% | 0.75% | $12.4M | 138,200 | $14.4M | 160,200 | -22,000-13.73% | Reduce |
 ZOOM COMMUNICATIONS INCZM |
| 0.5% | — | $12.0M | 139,600 | $0 | 0 | +139,600 | New Buy |
 AGNICO EAGLE MINES LTDAEM |
| 0.5% | 0.46% | $12.0M | 77,300 | $8.8M | 43,300 | +34,000+78.52% | Add |
| GGROUPON INC CLASS AGRPN |
| 0.49% | — | $11.8M | 491,051 | $0 | 0 | +491,051 | New Buy |
 SALESFORCE INCCRM |
| 0.47% | 0.48% | $11.3M | 71,900 | $9.2M | 49,500 | +22,400+45.25% | Add |
 HALLIBURTON CO COMHAL |
| 0.43% | — | $10.3M | 304,700 | $0 | 0 | +304,700 | New Buy |
| HHYPERLIQUID STRATEGIES IPURR |
| 0.43% | — | $10.3M | 1.3M | $0 | 0 | +1.3M | New Buy |
| MMACOM TECH SOLUTIONS HLDGS IMTSI |
| 0.42% | — | $10.2M | 26,900 | $0 | 0 | +26,900 | New Buy |
