 APPLIED MATLS INCAMAT |
| 7.46% | 5.64% | $56.2M | 77,800 | $33.8M | 98,800 | -21,000-21.26% | Reduce |
 VERTIV HOLDINGS COVRT |
| 7.09% | 7.99% | $53.5M | 159,694 | $47.8M | 190,700 | -31,006-16.26% | Reduce |
 MARVELL TECHNOLOGY INCMRVL |
| 6.56% | 3.03% | $49.4M | 166,000 | $18.1M | 183,000 | -17,000-9.29% | Reduce |
| RREGAL REXNORD CORPORATION COMRRX |
| 4.22% | 4.18% | $31.8M | 133,600 | $25.0M | 133,600 | 00.00% | Unchanged |
 VESTIS CORPORATIONVSTS |
| 3.93% | 2.55% | $29.6M | 2.0M | $15.3M | 1.9M | +100,000+5.15% | Add |
 ELEVANCE HEALTH INC FORMERLYELV |
| 3.73% | 2.86% | $28.2M | 72,819 | $17.1M | 58,519 | +14,300+24.44% | Add |
 BLOOM ENERGY CORPBE |
| 3.6% | 2.65% | $27.2M | 89,800 | $15.9M | 117,000 | -27,200-23.25% | Reduce |
 CORPAY INCCPAY |
| 3.53% | 3.88% | $26.6M | 79,790 | $23.2M | 79,790 | 00.00% | Unchanged |
 CENTENE CORP DEL COMCNC |
| 3.49% | 1.78% | $26.3M | 409,722 | $10.6M | 324,722 | +85,000+26.18% | Add |
 EXPEDIA GROUP INCEXPE |
| 3.45% | 3.92% | $26.0M | 101,630 | $23.5M | 101,630 | 00.00% | Unchanged |
 ALPHABET INCGOOGL |
| 3.26% | 3.31% | $24.6M | 68,800 | $19.8M | 68,800 | 00.00% | Unchanged |
 ICON PUB LTD COICLR |
| 3.23% | 1.85% | $24.3M | 140,160 | $11.1M | 100,000 | +40,160+40.16% | Add |
 META PLATFORMS INCMETA |
| 3.13% | 4.01% | $23.6M | 41,900 | $24.0M | 41,900 | 00.00% | Unchanged |
 ORACLE CORPORCL |
| 3.1% | 3.93% | $23.4M | 159,800 | $23.5M | 159,800 | 00.00% | Unchanged |
 CORTEVA INC COMCTVA |
| 2.94% | 3.66% | $22.2M | 261,700 | $21.9M | 261,700 | 00.00% | Unchanged |
 MCKESSON CORP COMMCK |
| 2.88% | 4.17% | $21.8M | 28,800 | $24.9M | 28,800 | 00.00% | Unchanged |
 ASML HLDG NVASML |
| 2.64% | 2.21% | $19.9M | 10,000 | $13.2M | 10,000 | 00.00% | Unchanged |
| RRENTOKIL INITIAL PLCRTO |
| 2.53% | 3.28% | $19.1M | 667,329 | $19.6M | 623,329 | +44,000+7.06% | Add |
| BBANK OF AMER CORPBAC |
| 2.43% | 2.62% | $18.3M | 321,642 | $15.7M | 321,642 | 00.00% | Unchanged |
 IQVIA HLDGS INCIQV |
| 2.24% | 1.92% | $16.9M | 87,400 | $11.5M | 67,400 | +20,000+29.67% | Add |
 AMERICAN EXPRESS COAXP |
| 2.19% | 2.47% | $16.5M | 48,830 | $14.8M | 48,830 | 00.00% | Unchanged |
 WESTERN ALLIANCE BANCORPWAL |
| 2.09% | 2.27% | $15.8M | 192,000 | $13.6M | 192,000 | 00.00% | Unchanged |
 VONTIER CORPORATION COMVNT |
| 2.06% | 3.18% | $15.5M | 536,000 | $19.0M | 536,000 | 00.00% | Unchanged |
| RROBERT HALF INC.RHI |
| 1.96% | 1.06% | $14.8M | 480,493 | $6.4M | 250,493 | +230,000+91.82% | Add |
 POOL CORPPOOL |
| 1.77% | — | $13.3M | 62,000 | $0 | 0 | +62,000 | New Buy |
| CCOLUMBUS MCKINNON CORP N Y COMCMCO |
| 1.72% | 1.76% | $12.9M | 855,000 | $10.5M | 725,000 | +130,000+17.93% | Add |
 PERIMETER SOLUTIONS INCPRM |
| 1.65% | 1.42% | $12.4M | 349,000 | $8.5M | 349,000 | 00.00% | Unchanged |
| EEQUIPMENTSHARE COM INCEQPT |
| 1.59% | — | $12.0M | 609,200 | $0 | 0 | +609,200 | New Buy |
| EESAB CORPORATIONESAB |
| 1.48% | — | $11.2M | 113,300 | $0 | 0 | +113,300 | New Buy |
 Ulta Beauty Inc Ordinary SharesULTA |
| 1.42% | 2.07% | $10.7M | 23,730 | $12.4M | 23,730 | 00.00% | Unchanged |
| AAlphabet Inc Class CGOOG |
| 1.17% | 1.2% | $8.8M | 24,960 | $7.2M | 24,960 | 00.00% | Unchanged |
 AECOMACM |
| 1.08% | 1.65% | $8.1M | 116,400 | $9.9M | 116,400 | 00.00% | Unchanged |
 AXALTA COATING SYS LTDAXTA |
| 0.98% | 1% | $7.4M | 216,600 | $6.0M | 216,600 | 00.00% | Unchanged |
 MOODYS CORPMCO |
| 0.95% | 1.15% | $7.1M | 15,758 | $6.9M | 15,758 | 00.00% | Unchanged |
| SSTAGWELL INCSTGW |
| 0.94% | 1% | $7.1M | 950,342 | $6.0M | 950,342 | 00.00% | Unchanged |
| FFISERV INCFISV |
| 0.82% | 1.17% | $6.2M | 125,559 | $7.0M | 125,559 | 00.00% | Unchanged |
 MICROSOFT CORPMSFT |
| 0.73% | 0.91% | $5.5M | 14,695 | $5.4M | 14,695 | 00.00% | Unchanged |
