 BWX TECHNOLOGIES INCBWXT |
| 2.99% | 3.86% | $53.0M | 272,395 | $53.5M | 261,867 | +10,528+4.02% | Add |
| RREVOLUTION MEDICINES INC COMRVMD |
| 2.58% | 1.83% | $45.8M | 244,594 | $25.4M | 261,166 | -16,572-6.35% | Reduce |
| CCALLAWAY GOLF COCALY |
| 2.07% | 1.13% | $36.7M | 2.0M | $15.6M | 1.1M | +828,394+73.57% | Add |
| MMODINE MFG COMOD |
| 1.67% | 1.66% | $29.7M | 111,261 | $23.0M | 106,134 | +5,127+4.83% | Add |
| CCARPENTER TECHNOLOGY CORPCRS |
| 1.52% | 1.19% | $26.9M | 43,653 | $16.5M | 41,756 | +1,897+4.54% | Add |
| LLINCOLN EDL SVCS CORPLINC |
| 1.49% | 1.35% | $26.5M | 531,935 | $18.7M | 459,509 | +72,426+15.76% | Add |
 NVIDIA CORPORATIONNVDA |
| 1.43% | 1.49% | $25.3M | 126,682 | $20.6M | 118,347 | +8,335+7.04% | Add |
| SSTERLING INFRASTRUCTURE INCSTRL |
| 1.42% | 1.46% | $25.3M | 30,120 | $20.2M | 49,688 | -19,568-39.38% | Reduce |
 AXSOME THERAPEUTICS INC.AXSM |
| 1.36% | 0.99% | $24.2M | 98,974 | $13.8M | 81,478 | +17,496+21.47% | Add |
 GE VERNOVA INCGEV |
| 1.36% | 1.92% | $24.1M | 20,532 | $26.5M | 30,410 | -9,878-32.48% | Reduce |
 XENON PHARMACEUTICALS INCXENE |
| 1.35% | 1.04% | $23.9M | 395,844 | $14.4M | 247,101 | +148,743+60.20% | Add |
 BRIDGEBIO PHARMA INCBBIO |
| 1.31% | 1.6% | $23.2M | 311,494 | $22.2M | 298,909 | +12,585+4.21% | Add |
| LLATTICE SEMICONDUCTOR CORPLSCC |
| 1.26% | 0.94% | $22.4M | 146,318 | $13.0M | 140,631 | +5,687+4.04% | Add |
 KONTOOR BRANDS INCKTB |
| 1.23% | — | $21.8M | 261,117 | $0 | 0 | +261,117 | New Buy |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.21% | 1% | $21.5M | 44,929 | $13.9M | 41,062 | +3,867+9.42% | Add |
| SSeagate HDD CaymanSTX |
| 1.2% | 0.71% | $21.2M | 1.8M | $9.8M | 2.1M | -250,000-12.08% | Reduce |
 WINTRUST FINL CORPWTFC |
| 1.18% | 1.17% | $20.9M | 130,326 | $16.2M | 116,841 | +13,485+11.54% | Add |
 SITIME CORPSITM |
| 1.16% | 0.67% | $20.5M | 27,562 | $9.3M | 26,792 | +770+2.87% | Add |
 TFI INTERNATIONAL INCTFII |
| 1.14% | 1.05% | $20.3M | 141,226 | $14.5M | 133,620 | +7,606+5.69% | Add |
| MMIRUM PHARMACEUTICALS INCMIRM |
| 1.14% | 0.88% | $20.2M | 172,695 | $12.1M | 131,303 | +41,392+31.52% | Add |
| EENLIVEN THERAPEUTICS INCELVN |
| 1.12% | 0.52% | $19.9M | 391,529 | $7.2M | 182,728 | +208,801+114.27% | Add |
 BROADCOM INCAVGO |
| 1.11% | 1.17% | $19.8M | 52,405 | $16.2M | 52,405 | 00.00% | Unchanged |
 SPHERE ENTERTAINMENT COSPHR |
| 1.11% | 0.92% | $19.8M | 114,396 | $12.8M | 108,750 | +5,646+5.19% | Add |
| DDIANTHUS THERAPEUTICS INCDNTH |
| 1.03% | 0.31% | $18.2M | 186,769 | $4.3M | 51,250 | +135,519+264.43% | Add |
 AMAZON COM INCAMZN |
| 1.01% | 1.06% | $17.9M | 75,046 | $14.7M | 70,348 | +4,698+6.68% | Add |
 CYTOKINETICS INCCYTK |
| 1% | 0.33% | $17.8M | 209,071 | $4.6M | 69,845 | +139,226+199.34% | Add |
 CAMECO CORPCCJ |
| 1% | 1.36% | $17.7M | 173,899 | $18.8M | 173,449 | +450+0.26% | Add |
| AADVANCED ENERGY INDS INCAEIS |
| 0.96% | 0.94% | $17.0M | 45,677 | $13.0M | 40,359 | +5,318+13.18% | Add |
 TANGER INCSKT |
| 0.96% | 1% | $17.0M | 430,134 | $13.9M | 408,826 | +21,308+5.21% | Add |
| RRUSH STREET INTERACTIVE INCRSI |
| 0.95% | 0.85% | $16.8M | 564,544 | $11.8M | 542,656 | +21,888+4.03% | Add |
 MONOLITHIC PWR SYS INCMPWR |
| 0.94% | 0.95% | $16.8M | 12,129 | $13.2M | 12,029 | +100+0.83% | Add |
 KLA CORPKLAC |
| 0.94% | 0.59% | $16.7M | 55,492 | $8.2M | 5,539 | +49,953+901.84% | Add |
| PPOWELL INDS INCPOWL |
| 0.94% | 0.72% | $16.7M | 58,444 | $10.0M | 18,520 | +39,924+215.57% | Add |
| OONCE UPON A FARM PBCOFRM |
| 0.9% | 0.25% | $16.1M | 784,166 | $3.4M | 210,881 | +573,285+271.85% | Add |
 RHYTHM PHARMACEUTICALS INCRYTM |
| 0.87% | — | $15.5M | 139,270 | $0 | 0 | +139,270 | New Buy |
| FFTAI AVIATION LTDFTAI |
| 0.86% | 1.11% | $15.2M | 56,344 | $15.4M | 62,674 | -6,330-10.10% | Reduce |
 ROIVANT SCIENCES LTDROIV |
| 0.84% | 0.56% | $14.8M | 419,280 | $7.7M | 278,425 | +140,855+50.59% | Add |
 EXXON MOBIL CORPXOM |
| 0.81% | 1.29% | $14.4M | 105,500 | $17.9M | 105,500 | 00.00% | Unchanged |
 LIFE TIME GROUP HOLDINGS INCLTH |
| 0.8% | — | $14.2M | 348,728 | $0 | 0 | +348,728 | New Buy |
| PPAR PAC HOLDINGS INCPARR |
| 0.79% | 1.13% | $14.1M | 250,545 | $15.7M | 250,787 | -242-0.10% | Reduce |
| MMACOM TECH SOLUTIONS HLDGS IMTSI |
| 0.77% | 0.79% | $13.7M | 36,127 | $11.0M | 49,523 | -13,396-27.05% | Reduce |
 Western Digital CorpWDC |
| 0.77% | 0.42% | $13.7M | 815,000 | $5.8M | 815,000 | 00.00% | Unchanged |
| SSEMTECH CORPSMTC |
| 0.77% | 0.4% | $13.7M | 84,478 | $5.6M | 72,321 | +12,157+16.81% | Add |
 Boeing Co/TheBA |
| 0.77% | 0.84% | $13.6M | 200,750 | $11.6M | 179,250 | +21,500+11.99% | Add |
| NNextEra Energy Capital Holdings IncNEE |
| 0.76% | 1.03% | $13.5M | 10.2M | $14.2M | 10.2M | 00.00% | Unchanged |
 GOLDMAN SACHS GROUP INCGS |
| 0.74% | 0.79% | $13.1M | 13,000 | $11.0M | 13,000 | 00.00% | Unchanged |
 XPO INCXPO |
| 0.74% | 0.89% | $13.1M | 63,583 | $12.4M | 63,679 | -96-0.15% | Reduce |
| HHAPPEN INCHAPN |
| 0.73% | 0.28% | $12.9M | 624,366 | $3.8M | 266,485 | +357,881+134.30% | Add |
 Guardant Health IncGH |
| 0.7% | 0.6% | $12.4M | 5.0M | $8.3M | 5.0M | 00.00% | Unchanged |
| MM/A-COM Technology Solutions Holdings Inc.MTSI |
| 0.7% | 0.57% | $12.4M | 5.4M | $7.9M | 5.4M | 00.00% | Unchanged |
