 FAIR ISAAC CORPFICO |
| 15.91% | 13.57% | $46.5M | 38,911 | $27.2M | 25,450 | +13,461+52.89% | Add |
| 110X GENOMICS INCTXG |
| 7.88% | 7.14% | $23.0M | 600,423 | $14.3M | 672,956 | -72,533-10.78% | Reduce |
| TTWIST BIOSCIENCE CORPTWST |
| 6.25% | 6.15% | $18.3M | 177,449 | $12.3M | 258,982 | -81,533-31.48% | Reduce |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 6.21% | — | $18.1M | 36,192 | $0 | 0 | +36,192 | New Buy |
| AAPPLOVIN CORPAPP |
| 5.85% | 6.5% | $17.1M | 33,180 | $13.0M | 32,723 | +457+1.40% | Add |
 CANADIAN PACIFIC KANSAS CITYCP |
| 5.84% | 7.45% | $17.1M | 197,153 | $14.9M | 189,738 | +7,415+3.91% | Add |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 5.7% | 5.78% | $16.7M | 66,700 | $11.6M | 58,556 | +8,144+13.91% | Add |
| CCACI INTL INCCACI |
| 5.27% | 5.45% | $15.4M | 33,264 | $10.9M | 20,065 | +13,199+65.78% | Add |
 AMAZON COM INCAMZN |
| 5.22% | 9.08% | $15.3M | 64,051 | $18.2M | 87,257 | -23,206-26.60% | Reduce |
 ATLANTA BRAVES HLDGS INCBATRK |
| 4.5% | 4.07% | $13.1M | 253,255 | $8.1M | 190,762 | +62,493+32.76% | Add |
 VERTEX INCVERX |
| 4.11% | 3.36% | $12.0M | 1.0M | $6.7M | 565,547 | +481,746+85.18% | Add |
| MMERCURY SYS INCMRCY |
| 3.92% | 5.61% | $11.5M | 93,761 | $11.2M | 154,065 | -60,304-39.14% | Reduce |
 UBER TECHNOLOGIES INCUBER |
| 3.89% | 6.03% | $11.4M | 157,437 | $12.1M | 167,982 | -10,545-6.28% | Reduce |
| RREPLIGEN CORPRGEN |
| 3.69% | — | $10.8M | 79,048 | $0 | 0 | +79,048 | New Buy |
 MADISON SQUARE GARDEN SPCLASS AMSGS |
| 3.52% | — | $10.3M | 25,618 | $0 | 0 | +25,618 | New Buy |
 NEXTDECADE CORPNEXT |
| 3.05% | 2.11% | $8.9M | 1.2M | $4.2M | 551,100 | +629,772+114.28% | Add |
 UNIQURE NVQURE |
| 2.55% | — | $7.5M | 161,855 | $0 | 0 | +161,855 | New Buy |
 LPL FINL HLDGS INCLPLA |
| 1.6% | — | $4.7M | 16,624 | $0 | 0 | +16,624 | New Buy |
| PPURECYCLE TECHNOLOGIES INCPCT |
| 1.49% | — | $4.4M | 538,104 | $0 | 0 | +538,104 | New Buy |
| SSTAAR SURGICAL COSTAA |
| 1.23% | 1.17% | $3.6M | 125,000 | $2.3M | 125,000 | 00.00% | Unchanged |
| IINSPERITY INCNSP |
| 1.18% | 0.61% | $3.4M | 83,259 | $1.2M | 45,073 | +38,186+84.72% | Add |
 GODADDY INCGDDY |
| 1.14% | 4.49% | $3.3M | 39,244 | $9.0M | 108,735 | -69,491-63.91% | Reduce |
