 NVIDIA CORPORATIONNVDA |
| 8.67% | 9.67% | $120.1M | 600,000 | $104.6M | 600,000 | 00.00% | Unchanged |
 CAMECO CORPCCJ |
| 6.62% | 9.04% | $91.7M | 900,000 | $97.7M | 900,000 | 00.00% | Unchanged |
 NOVANTA INCNOVT |
| 4.98% | 4.09% | $69.0M | 425,000 | $44.3M | 375,000 | +50,000+13.33% | Add |
 HEICO CORP NEWHEI |
| 3.6% | 3.55% | $49.9M | 140,000 | $38.4M | 140,000 | 00.00% | Unchanged |
 MODERNA INCMRNA |
| 3.54% | 2.35% | $49.0M | 700,000 | $25.4M | 500,000 | +200,000+40.00% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 3.45% | 3.12% | $47.8M | 100,000 | $33.8M | 100,000 | 00.00% | Unchanged |
 AMAZON COM INCAMZN |
| 3.44% | 3.85% | $47.7M | 200,000 | $41.7M | 200,000 | 00.00% | Unchanged |
 CORNING INCGLW |
| 3.05% | 2.51% | $42.1M | 165,000 | $27.2M | 200,000 | -35,000-17.50% | Reduce |
 HALLIBURTON CO COMHAL |
| 2.94% | 4.33% | $40.7M | 1.2M | $46.8M | 1.2M | 00.00% | Unchanged |
| TTERADYNE INCTER |
| 2.62% | 1.92% | $36.3M | 75,000 | $20.8M | 70,000 | +5,000+7.14% | Add |
 WASTE CONNECTIONS INCWCN |
| 2.41% | 1.5% | $33.3M | 200,000 | $16.2M | 100,000 | +100,000+100.00% | Add |
 HEICO CORP NEW CL AHEI |
| 2.33% | 2.44% | $32.2M | 125,000 | $26.4M | 125,000 | 00.00% | Unchanged |
 CATERPILLAR INCCAT |
| 2.31% | 1.96% | $31.9M | 30,000 | $21.3M | 30,000 | 00.00% | Unchanged |
| DDIGITALOCEAN HLDGS INCDOCN |
| 2.27% | 1.59% | $31.4M | 200,000 | $17.2M | 200,000 | 00.00% | Unchanged |
| KKOPIN CORPKOPN |
| 2.27% | 1.46% | $31.4M | 7.0M | $15.8M | 7.0M | 00.00% | Unchanged |
 CLEAN HARBORS INCCLH |
| 2.16% | 2.65% | $29.9M | 100,000 | $28.7M | 100,000 | 00.00% | Unchanged |
 PALANTIR TECHNOLOGIES INCPLTR |
| 2.11% | 2.7% | $29.2M | 250,000 | $29.3M | 200,000 | +50,000+25.00% | Add |
 SLB LIMITEDSLB |
| 2.02% | 2.85% | $27.9M | 600,000 | $30.8M | 600,000 | 00.00% | Unchanged |
 ANALOG DEVICES INC COMADI |
| 2.01% | 2.06% | $27.8M | 70,000 | $22.3M | 70,000 | 00.00% | Unchanged |
| AAMERICAN SUPERCONDUCTOR CORPAMSC |
| 1.8% | 1.88% | $24.9M | 600,000 | $20.3M | 600,000 | 00.00% | Unchanged |
 TEXAS INSTRS INCTXN |
| 1.72% | 1.44% | $23.8M | 80,000 | $15.5M | 80,000 | 00.00% | Unchanged |
 BAKER HUGHES COMPANYBKR |
| 1.6% | 2.26% | $22.2M | 400,000 | $24.4M | 400,000 | 00.00% | Unchanged |
 APPLIED MATLS INCAMAT |
| 1.57% | 1.26% | $21.7M | 30,000 | $13.7M | 40,000 | -10,000-25.00% | Reduce |
 FRANCO NEV CORPFNV |
| 1.51% | 2.28% | $20.8M | 100,000 | $24.7M | 100,000 | 00.00% | Unchanged |
 ALLIENT INCALNT |
| 1.49% | 0.82% | $20.6M | 200,000 | $8.9M | 150,000 | +50,000+33.33% | Add |
 ASML HLDG NVASML |
| 1.44% | 1.22% | $19.9M | 10,000 | $13.2M | 10,000 | 00.00% | Unchanged |
| AALMONTY INDS INCALM |
| 1.44% | 1.61% | $19.9M | 1.2M | $17.4M | 1.2M | 00.00% | Unchanged |
| AANDERSEN GROUP INCANDG |
| 1.36% | 1.26% | $18.9M | 500,000 | $13.6M | 500,000 | 00.00% | Unchanged |
| MMODINE MFG COMOD |
| 1.35% | 1.6% | $18.7M | 70,000 | $17.3M | 80,000 | -10,000-12.50% | Reduce |
 ALPHABET INCGOOGL |
| 1.29% | 1.33% | $17.9M | 50,000 | $14.4M | 50,000 | 00.00% | Unchanged |
| GGARMIN LTD SHSGRMN |
| 1.29% | 1.07% | $17.8M | 75,000 | $11.6M | 50,000 | +25,000+50.00% | Add |
 LAM RESEARCH CORPLRCX |
| 1.25% | 0.99% | $17.3M | 40,000 | $10.7M | 50,000 | -10,000-20.00% | Reduce |
 META PLATFORMS INCMETA |
| 1.22% | 1.59% | $16.9M | 30,000 | $17.2M | 30,000 | 00.00% | Unchanged |
| LLIGHTPATH TECHNOLOGIES INCLPTH |
| 1.21% | 0.36% | $16.8M | 1.0M | $3.9M | 385,000 | +640,000+166.23% | Add |
 BWX TECHNOLOGIES INCBWXT |
| 1.13% | 1.89% | $15.6M | 80,000 | $20.4M | 100,000 | -20,000-20.00% | Reduce |
 OLD DOMINION FREIGHT LINE INODFL |
| 1.1% | — | $15.2M | 70,000 | $0 | 0 | +70,000 | New Buy |
| BBRIGHTVIEW HLDGS INC COMBV |
| 0.87% | 0.93% | $12.0M | 850,000 | $10.0M | 850,000 | 00.00% | Unchanged |
| DD-WAVE QUANTUM INCQBTS |
| 0.87% | 0.67% | $12.0M | 500,000 | $7.2M | 500,000 | 00.00% | Unchanged |
| NNEXTPOWER INCNXT |
| 0.86% | 1.11% | $11.9M | 100,000 | $12.1M | 100,000 | 00.00% | Unchanged |
 AXON ENTERPRISEAXON |
| 0.81% | 0.79% | $11.2M | 20,000 | $8.5M | 20,000 | 00.00% | Unchanged |
| BBIODESIX INCBDSX |
| 0.8% | 0.66% | $11.0M | 489,824 | $7.1M | 489,824 | 00.00% | Unchanged |
| KKAROOOOO LTDKARO |
| 0.77% | 0.99% | $10.6M | 215,150 | $10.7M | 215,150 | 00.00% | Unchanged |
 TWILIO INCTWLO |
| 0.75% | 0.58% | $10.3M | 50,000 | $6.3M | 50,000 | 00.00% | Unchanged |
| AAPPLOVIN CORPAPP |
| 0.74% | 0.74% | $10.3M | 20,000 | $8.0M | 20,000 | 00.00% | Unchanged |
 SHOPIFY INCSHOP |
| 0.74% | 0.99% | $10.3M | 90,000 | $10.7M | 90,000 | 00.00% | Unchanged |
 TRIMBLE INC COMTRMB |
| 0.74% | 1.21% | $10.2M | 200,000 | $13.0M | 200,000 | 00.00% | Unchanged |
 HILLMAN SOLUTIONS CORPHLMN |
| 0.67% | 0.73% | $9.3M | 1.1M | $7.9M | 950,000 | +150,000+15.79% | Add |
 ORMAT TECHNOLOGIES INCORA |
| 0.63% | 0.83% | $8.7M | 80,000 | $9.0M | 80,000 | 00.00% | Unchanged |
| CCODEXIS INC COMCDXS |
| 0.63% | 0.58% | $8.7M | 3.8M | $6.3M | 3.8M | 00.00% | Unchanged |
| RROGERS CORPROG |
| 0.59% | — | $8.2M | 50,000 | $0 | 0 | +50,000 | New Buy |
