 F5 INCFFIV |
| 7.28% | 11.3% | $881.3M | 2.1M | $764.7M | 2.6M | -524,264-19.84% | Reduce |
| AAPPLOVIN CORPAPP |
| 7.14% | 9.87% | $864.2M | 1.7M | $667.5M | 1.7M | 00.00% | Unchanged |
 LIVE NATION ENTERTAINMENT INLYV |
| 6.35% | 8.85% | $768.0M | 4.2M | $599.0M | 3.9M | +266,820+6.79% | Add |
 FOX CORPFOXA |
| 6.18% | 5.77% | $747.7M | 14.3M | $390.4M | 6.7M | +7.6M+114.43% | Add |
| CCORE SCIENTIFIC INC NEWCORZ |
| 4.84% | 2.59% | $585.6M | 22.9M | $175.4M | 11.7M | +11.2M+95.19% | Add |
 REDDIT INC CL ARDDT |
| 4.79% | — | $578.9M | 3.3M | $0 | 0 | +3.3M | New Buy |
 MICRON TECHNOLOGY INCMU |
| 4.45% | — | $539.0M | 466,943 | $0 | 0 | +466,943 | New Buy |
| LLATTICE SEMICONDUCTOR CORPLSCC |
| 4.13% | 0.3% | $500.0M | 3.3M | $20.6M | 222,215 | +3.0M+1,371.15% | Add |
 LIBERTY MEDIA CORP DELFWONK |
| 4.13% | 6.6% | $499.3M | 5.2M | $446.2M | 5.2M | 00.00% | Unchanged |
 ROBINHOOD MKTS INCHOOD |
| 4.01% | — | $484.7M | 4.8M | $0 | 0 | +4.8M | New Buy |
 ON SEMICONDUCTOR CORP COMON |
| 3.81% | — | $461.5M | 4.9M | $0 | 0 | +4.9M | New Buy |
 TWILIO INCTWLO |
| 3.74% | 1.3% | $452.4M | 2.2M | $87.8M | 697,511 | +1.5M+214.33% | Add |
 SPHERE ENTERTAINMENT COSPHR |
| 3.73% | 4.52% | $450.8M | 2.6M | $305.9M | 2.6M | 00.00% | Unchanged |
 WESTERN DIGITAL CORPWDC |
| 3.4% | 2.33% | $411.8M | 644,764 | $157.3M | 581,562 | +63,202+10.87% | Add |
 LUMENTUM HLDGS INCLITE |
| 3.35% | — | $405.2M | 472,235 | $0 | 0 | +472,235 | New Buy |
 APPLIED MATLS INCAMAT |
| 3.31% | 4.57% | $400.5M | 553,927 | $309.1M | 904,355 | -350,428-38.75% | Reduce |
 ALPHABET INCGOOGL |
| 3.3% | 4.75% | $399.5M | 1.1M | $321.5M | 1.1M | 00.00% | Unchanged |
 NVIDIA CORPORATIONNVDA |
| 2.51% | 4.25% | $303.9M | 1.5M | $287.2M | 1.6M | -128,000-7.77% | Reduce |
 MADISON SQUARE GARDEN ENTERTAINMENT CORPMSGE |
| 2.45% | 3.19% | $296.3M | 3.7M | $215.8M | 3.7M | 00.00% | Unchanged |
| NNUTANIX INCNTNX |
| 2.39% | 2.2% | $288.8M | 5.7M | $149.0M | 3.9M | +1.7M+44.57% | Add |
| LLIONSGATE STUDIOS CORPLION |
| 2.38% | 2.67% | $288.1M | 18.8M | $180.4M | 18.8M | 00.00% | Unchanged |
 CIENA CORPCIEN |
| 2.28% | 9.5% | $275.5M | 561,513 | $643.0M | 1.7M | -1.1M-66.10% | Reduce |
| FFORGENT POWER SOLUTIONS INCFPS |
| 2.04% | — | $247.4M | 4.4M | $0 | 0 | +4.4M | New Buy |
 MOTOROLA SOLUTIONS INCMSI |
| 1.93% | — | $234.0M | 563,528 | $0 | 0 | +563,528 | New Buy |
 ZSCALER INCZS |
| 1.59% | — | $192.4M | 1.4M | $0 | 0 | +1.4M | New Buy |
 THE TRADE DESK INCTTD |
| 1.4% | — | $169.9M | 9.4M | $0 | 0 | +9.4M | New Buy |
| WWORKIVA INCWK |
| 1.4% | 2.17% | $168.9M | 3.5M | $147.0M | 2.5M | +1.0M+41.24% | Add |
| SSERVICETITAN INC SHS CL ATTAN |
| 1.13% | — | $137.2M | 1.9M | $0 | 0 | +1.9M | New Buy |
| AARRAY DIGITAL INFRASTRUCTUREAD |
| 0.54% | 1.24% | $65.8M | 1.8M | $83.8M | 1.8M | 00.00% | Unchanged |
