 NATERA INCNTRA |
| 16.6% | 18.14% | $864.9M | 3.2M | $612.7M | 3.1M | +122,700+4.01% | Add |
 INSMED INCINSM |
| 5.68% | 5.59% | $295.8M | 2.8M | $188.7M | 1.2M | +1.6M+140.42% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 5.4% | 4.96% | $281.6M | 589,680 | $167.4M | 495,280 | +94,400+19.06% | Add |
| IISHARES INCEWZ |
| 5.07% | 8.71% | $264.4M | 7.7M | $294.2M | 7.7M | 00.00% | Unchanged |
 AMAZON COM INCAMZN |
| 4.58% | 1.52% | $238.6M | 1.0M | $51.2M | 245,800 | +755,100+307.20% | Add |
| SSTMICROELECTRONICS N V NY REGISTRYSTM |
| 4.46% | 2.67% | $232.4M | 3.1M | $90.3M | 2.6M | +490,000+18.75% | Add |
| IINVESCO EXCHANGE TRADED FD TRSP |
| 3.66% | 4.67% | $190.5M | 895,400 | $157.6M | 821,000 | +74,400+9.06% | Add |
 YPF SOCIEDAD ANONIMA SPON ADR CL DYPF |
| 2.74% | 4.43% | $142.7M | 3.1M | $149.6M | 3.2M | -97,065-3.00% | Reduce |
 CDW CORPCDW |
| 2.68% | — | $139.8M | 993,950 | $0 | 0 | +993,950 | New Buy |
| BBBB FOODS INCTBBB |
| 2.32% | 3.26% | $120.9M | 2.9M | $110.0M | 3.1M | -207,469-6.67% | Reduce |
 ALPHABET INCGOOGL |
| 2.31% | — | $120.2M | 336,300 | $0 | 0 | +336,300 | New Buy |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 2.26% | 0.59% | $117.7M | 122,000 | $19.9M | 50,700 | +71,300+140.63% | Add |
 FOX CORPFOXA |
| 2.21% | — | $115.0M | 2.2M | $0 | 0 | +2.2M | New Buy |
 UNITED AIRLS HLDGS INC COMUAL |
| 2.07% | 0.72% | $108.1M | 794,795 | $24.2M | 262,495 | +532,300+202.78% | Add |
| SSEA LTD SPONSORD ADSSE |
| 2.02% | 2.7% | $105.4M | 1.1M | $91.1M | 1.1M | 00.00% | Unchanged |
| NNEWAMSTERDAM PHARMA COMPANYNAMS |
| 2% | 2.91% | $104.0M | 3.1M | $98.3M | 3.1M | 00.00% | Unchanged |
| IISHARES RUSSELLIWM |
| 1.9% | 0.58% | $99.1M | 330,000 | $19.6M | 79,000 | +251,000+317.72% | Add |
| SSANDISK CORP COMSNDK |
| 1.52% | 0.72% | $79.4M | 34,900 | $24.2M | 38,155 | -3,255-8.53% | Reduce |
| RREVOLUTION MEDICINES INC COMRVMD |
| 1.44% | 0.91% | $74.8M | 399,587 | $30.7M | 315,860 | +83,727+26.51% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 1.29% | 1.73% | $67.2M | 90,000 | $58.5M | 90,000 | 00.00% | Unchanged |
| BBITDEER TECHNOLOGIES GROUPBTDR |
| 1.24% | — | $64.7M | 4.1M | $0 | 0 | +4.1M | New Buy |
| CCRH PLCCRH |
| 1.14% | 1.18% | $59.2M | 553,555 | $39.7M | 377,555 | +176,000+46.62% | Add |
 DELTA AIR LINES INCDAL |
| 1.08% | — | $56.5M | 603,000 | $0 | 0 | +603,000 | New Buy |
 TESLA INCTSLA |
| 1.02% | — | $53.0M | 126,000 | $0 | 0 | +126,000 | New Buy |
 FLUOR CORPFLR |
| 0.99% | — | $51.5M | 982,200 | $0 | 0 | +982,200 | New Buy |
 D R HORTON INCDHI |
| 0.93% | — | $48.7M | 299,000 | $0 | 0 | +299,000 | New Buy |
 COUPANG INC CLASS ACPNG |
| 0.89% | 1.49% | $46.3M | 2.7M | $50.4M | 2.7M | 00.00% | Unchanged |
 ADVANCED MICRO DEVICES INCAMD |
| 0.81% | — | $42.3M | 72,900 | $0 | 0 | +72,900 | New Buy |
 PALO ALTOPANW |
| 0.76% | — | $39.8M | 116,650 | $0 | 0 | +116,650 | New Buy |
| CCLEVELAND-CLIFFS INC NEWCLF |
| 0.76% | 0.58% | $39.6M | 4.2M | $19.5M | 2.3M | +1.9M+82.25% | Add |
| HHUT 8 CORPHUT |
| 0.7% | — | $36.3M | 314,150 | $0 | 0 | +314,150 | New Buy |
| CCARIS LIFE SCIENCES INC COMCAI |
| 0.65% | 1% | $33.8M | 1.9M | $33.9M | 1.9M | 00.00% | Unchanged |
| GGLOBAL X FDSARGT |
| 0.58% | 1.07% | $30.0M | 328,800 | $36.2M | 387,400 | -58,600-15.13% | Reduce |
 FOX CORPFOXA |
| 0.57% | — | $29.6M | 632,600 | $0 | 0 | +632,600 | New Buy |
 WOODWARD INCWWD |
| 0.55% | 2.24% | $28.6M | 67,194 | $75.6M | 211,355 | -144,161-68.21% | Reduce |
 META PLATFORMS INCMETA |
| 0.54% | — | $28.2M | 50,000 | $0 | 0 | +50,000 | New Buy |
| NNUVATION BIO INCNUVB |
| 0.49% | 0.58% | $25.8M | 4.5M | $19.5M | 4.5M | 00.00% | Unchanged |
| PPROTAGONIST THERAPEUTICS INCPTGX |
| 0.49% | 0.5% | $25.6M | 208,900 | $16.8M | 159,700 | +49,200+30.81% | Add |
 ROKU INC COM CL AROKU |
| 0.49% | 2.1% | $25.4M | 184,055 | $71.0M | 750,190 | -566,135-75.47% | Reduce |
 CAVCO INDS INC DELCVCO |
| 0.47% | — | $24.3M | 39,500 | $0 | 0 | +39,500 | New Buy |
| AADMA BIOLOGICS INCADMA |
| 0.45% | 0.41% | $23.3M | 2.8M | $13.9M | 1.5M | +1.2M+80.13% | Add |
| HHYPERLIQUID STRATEGIES IPURR |
| 0.44% | — | $23.1M | 2.9M | $0 | 0 | +2.9M | New Buy |
| RRAMBUS INC DELRMBS |
| 0.44% | — | $23.0M | 173,000 | $0 | 0 | +173,000 | New Buy |
 RHYTHM PHARMACEUTICALS INCRYTM |
| 0.43% | — | $22.6M | 203,618 | $0 | 0 | +203,618 | New Buy |
 CHAMPION HOMES INCSKY |
| 0.43% | — | $22.4M | 254,400 | $0 | 0 | +254,400 | New Buy |
 DAKTRONICS INCDAKT |
| 0.42% | 0.33% | $22.0M | 1.1M | $11.0M | 562,637 | +560,472+99.62% | Add |
| PPURECYCLE TECHNOLOGIES INCPCT |
| 0.42% | 0.15% | $21.7M | 2.7M | $5.0M | 963,189 | +1.7M+178.39% | Add |
 SOUTHERN COPPER CORPSCCO |
| 0.41% | 0.62% | $21.4M | 123,060 | $21.0M | 121,843 | +1,217+1.00% | Add |
 LINDE PLCLIN |
| 0.41% | 0.6% | $21.4M | 41,200 | $20.4M | 41,200 | 00.00% | Unchanged |
| EENTEGRIS INCENTG |
| 0.41% | — | $21.3M | 118,300 | $0 | 0 | +118,300 | New Buy |
