| CCIGNA GROUPLIBD |
| 19.95% | 20.38% | $267.3M | 969,604 | $267.8M | 1.0M | -34,452-3.43% | Reduce |
| AAlphabet Inc Class CGOOG |
| 12.21% | 10.47% | $163.6M | 463,000 | $137.5M | 479,400 | -16,400-3.42% | Reduce |
 PROGRESSIVE CORPPGR |
| 8.5% | 8.14% | $113.9M | 521,399 | $107.0M | 539,864 | -18,465-3.42% | Reduce |
 CORPAY INCCPAY |
| 7.84% | 7.23% | $105.1M | 315,268 | $95.0M | 326,425 | -11,157-3.42% | Reduce |
 HCA HEALTHCARE INCHCA |
| 6.95% | 8.91% | $93.2M | 238,940 | $117.1M | 247,398 | -8,458-3.42% | Reduce |
 AON PLC SHS CL AAON |
| 6.07% | 6.24% | $81.4M | 245,318 | $82.0M | 254,006 | -8,688-3.42% | Reduce |
| PPINNACLE FINL PARTNERS INCPNFP |
| 5.63% | 5.08% | $75.5M | 747,954 | $66.7M | 774,438 | -26,484-3.42% | Reduce |
| SSUNBELT RENTALS HOLDINGS INC SHSSUN |
| 5.5% | 5.05% | $73.7M | 985,609 | $66.4M | 1.0M | -34,907-3.42% | Reduce |
 BOOKING HOLDINGS INC COMBKNG |
| 4.95% | 4.94% | $66.4M | 372,486 | $65.0M | 15,427 | +357,059+2,314.51% | Add |
 MICROSOFT CORPMSFT |
| 3.99% | 2.5% | $53.4M | 143,248 | $32.9M | 88,800 | +54,448+61.32% | Add |
 COLLIERS INTL GROUP INCCIGI |
| 3.86% | 4.6% | $51.8M | 551,865 | $60.4M | 565,314 | -13,449-2.38% | Reduce |
| HHURON CONSULTING GROUP INCHURN |
| 3.36% | 4.23% | $45.0M | 499,059 | $55.6M | 436,065 | +62,994+14.45% | Add |
 SERVICENOW INCNOW |
| 2.57% | 2.86% | $34.4M | 346,581 | $37.5M | 358,854 | -12,273-3.42% | Reduce |
| CCBIZ INCCBZ |
| 2.56% | 2.03% | $34.3M | 1.1M | $26.7M | 994,029 | +74,277+7.47% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 2.01% | 1.38% | $27.0M | 64,936 | $18.2M | 67,235 | -2,299-3.42% | Reduce |
| TTHREDUP INCTDUP |
| 0.69% | 0.34% | $9.3M | 1.4M | $4.4M | 1.4M | 00.00% | Unchanged |
 WAYFAIR INCW |
| 0.58% | 0.46% | $7.8M | 83,942 | $6.0M | 79,785 | +4,157+5.21% | Add |
| FFIRST ADVANTAGE CORP NEWFA |
| 0.54% | 0.36% | $7.2M | 398,847 | $4.7M | 398,847 | 00.00% | Unchanged |
 BERKLEY W R CORPWRB |
| 0.47% | 3.32% | $6.3M | 88,927 | $43.6M | 657,260 | -568,333-86.47% | Reduce |
| CCARVANA CO CL ACVNA |
| 0.38% | 0.41% | $5.1M | 77,979 | $5.4M | 17,188 | +60,791+353.68% | Add |
 AFFIRM HLDGS INC COM CL AAFRM |
| 0.22% | 0.13% | $3.0M | 36,889 | $1.7M | 36,889 | 00.00% | Unchanged |
| DDOORDASH INCDASH |
| 0.22% | 0.18% | $2.9M | 15,870 | $2.4M | 15,870 | 00.00% | Unchanged |
 UBER TECHNOLOGIES INCUBER |
| 0.19% | 0.19% | $2.6M | 35,405 | $2.5M | 35,405 | 00.00% | Unchanged |
| TTOAST INC CL ATOST |
| 0.17% | 0.14% | $2.3M | 82,479 | $1.8M | 67,438 | +15,041+22.30% | Add |
 LATHAM GROUP INCSWIM |
| 0.16% | 0.08% | $2.1M | 329,187 | $1.0M | 192,637 | +136,550+70.88% | Add |
 MEDPACE HLDGS INCMEDP |
| 0.12% | 0.1% | $1.6M | 3,079 | $1.3M | 2,618 | +461+17.61% | Add |
 ZSCALER INCZS |
| 0.11% | 0.09% | $1.5M | 10,829 | $1.1M | 8,178 | +2,651+32.42% | Add |
 ROOT INCROOT |
| 0.11% | 0.09% | $1.4M | 25,566 | $1.1M | 25,566 | 00.00% | Unchanged |
| KKLAVIYO INCKVYO |
| 0.08% | 0.09% | $1.0M | 67,071 | $1.2M | 61,595 | +5,476+8.89% | Add |
