 WOODWARD INCWWD |
| 3.84% | 2.92% | $120.4M | 283,011 | $91.3M | 255,011 | +28,000+10.98% | Add |
 CADENCE DESIGN SYSTEM INC COMAYI |
| 2.93% | 2.17% | $91.7M | 244,300 | $67.9M | 244,300 | 00.00% | Unchanged |
 HEICO CORP NEWHEI |
| 2.86% | 2.83% | $89.7M | 251,697 | $88.5M | 322,697 | -71,000-22.00% | Reduce |
| RRBC BEARINGS INCRBC |
| 2.8% | 1.96% | $87.8M | 136,300 | $61.2M | 112,600 | +23,700+21.05% | Add |
 TELEDYNE TECHNOLOGIES INCTDY |
| 2.68% | 2.4% | $84.0M | 125,900 | $75.0M | 123,900 | +2,000+1.61% | Add |
| CCACI INTL INCCACI |
| 2.61% | 3.07% | $81.6M | 176,200 | $95.8M | 176,203 | -3-0.00% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 2.48% | 1.13% | $77.6M | 133,515 | $35.4M | 174,010 | -40,495-23.27% | Reduce |
 CASEYS GEN STORES INCCASY |
| 2.33% | 3.05% | $73.0M | 91,849 | $95.4M | 131,049 | -39,200-29.91% | Reduce |
 LENNOX INTL INCLII |
| 2.29% | 2.01% | $71.8M | 125,300 | $62.8M | 135,300 | -10,000-7.39% | Reduce |
 BERKLEY W R CORPWRB |
| 2.04% | 2.61% | $63.9M | 906,464 | $81.6M | 1.2M | -324,000-26.33% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 1.97% | 0.68% | $61.8M | 53,506 | $21.3M | 63,011 | -9,505-15.08% | Reduce |
 CINTAS CORP COMCTAS |
| 1.91% | 1.9% | $59.8M | 351,635 | $59.5M | 351,635 | 00.00% | Unchanged |
 WASTE CONNECTIONS INCWCN |
| 1.82% | 3.07% | $57.1M | 342,462 | $96.0M | 590,713 | -248,251-42.03% | Reduce |
 AUTOZONE INCAZO |
| 1.77% | 1.75% | $55.3M | 17,300 | $54.7M | 16,200 | +1,100+6.79% | Add |
| CCOMFORT SYS USA INCFIX |
| 1.75% | 1.64% | $54.7M | 27,604 | $51.2M | 37,108 | -9,504-25.61% | Reduce |
 WATTS WATER TECHNOLOGIES INCWTS |
| 1.73% | 1.2% | $54.3M | 138,766 | $37.4M | 128,866 | +9,900+7.68% | Add |
 MOTOROLA SOLUTIONS INCMSI |
| 1.7% | 1.95% | $53.3M | 128,400 | $60.8M | 140,100 | -11,700-8.35% | Reduce |
 REPUBLIC SVCS INCRSG |
| 1.69% | 1.81% | $53.0M | 248,705 | $56.6M | 258,603 | -9,898-3.83% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 1.57% | 1.43% | $49.3M | 246,174 | $44.7M | 256,171 | -9,997-3.90% | Reduce |
 ITT INCITT |
| 1.57% | 0.83% | $49.2M | 249,000 | $25.9M | 136,000 | +113,000+83.09% | Add |
| TTYLER TECHNOLOGIES INCTYL |
| 1.49% | 2.26% | $46.8M | 160,082 | $70.6M | 206,082 | -46,000-22.32% | Reduce |
 APPLIED INDL TECHNOLOGIES INAIT |
| 1.45% | 1.13% | $45.6M | 134,740 | $35.2M | 132,740 | +2,000+1.51% | Add |
 MONOLITHIC PWR SYS INCMPWR |
| 1.44% | 2.05% | $45.2M | 32,677 | $64.2M | 58,677 | -26,000-44.31% | Reduce |
 ALPHABET INCGOOGL |
| 1.4% | 1.2% | $44.0M | 123,000 | $37.4M | 130,000 | -7,000-5.38% | Reduce |
 SERVICENOW INCNOW |
| 1.29% | 1.36% | $40.3M | 406,320 | $42.5M | 406,320 | 00.00% | Unchanged |
| EENSIGN GROUP INCENSG |
| 1.25% | 1.21% | $39.0M | 243,300 | $37.8M | 187,800 | +55,500+29.55% | Add |
 FEDERAL SIGNAL CORPFSS |
| 1.2% | 0.91% | $37.6M | 292,336 | $28.3M | 261,836 | +30,500+11.65% | Add |
 META PLATFORMS INCMETA |
| 1.16% | 1.2% | $36.3M | 64,505 | $37.5M | 65,505 | -1,000-1.53% | Reduce |
| SSPX TECHNOLOGIES INCSPXC |
| 1.14% | 0.93% | $35.8M | 145,900 | $29.2M | 145,900 | 00.00% | Unchanged |
 BROADCOM INCAVGO |
| 1.09% | 0.94% | $34.0M | 90,066 | $29.4M | 95,066 | -5,000-5.26% | Reduce |
 AMAZON COM INCAMZN |
| 1.03% | 0.95% | $32.4M | 136,015 | $29.6M | 142,000 | -5,985-4.21% | Reduce |
 MSCI INCMSCI |
| 0.99% | 2.74% | $31.2M | 55,634 | $85.7M | 158,984 | -103,350-65.01% | Reduce |
 BROWN & BROWN INC COMBRO |
| 0.91% | 0.93% | $28.5M | 444,900 | $29.0M | 444,900 | 00.00% | Unchanged |
 MADRIGAL PHARMACEUTICALS INCMDGL |
| 0.89% | 0.82% | $27.9M | 52,000 | $25.7M | 49,000 | +3,000+6.12% | Add |
| AAPPLOVIN CORPAPP |
| 0.89% | 0.69% | $27.8M | 54,003 | $21.5M | 54,003 | 00.00% | Unchanged |
 RUSH ENTERPRISES INCRUSHA |
| 0.89% | 0.79% | $27.8M | 380,719 | $24.6M | 372,719 | +8,000+2.15% | Add |
 PRIMERICA INCPRI |
| 0.86% | 0.62% | $27.0M | 94,956 | $19.4M | 77,256 | +17,700+22.91% | Add |
| AAAON INCAAON |
| 0.84% | 0.55% | $26.5M | 208,500 | $17.3M | 208,500 | 00.00% | Unchanged |
 MURPHY USA INCMUSA |
| 0.83% | — | $26.1M | 48,405 | $0 | 0 | +48,405 | New Buy |
 EXELIXIS INCEXEL |
| 0.83% | 0.68% | $25.9M | 476,043 | $21.1M | 492,043 | -16,000-3.25% | Reduce |
| FFABRINETFN |
| 0.8% | 0.75% | $25.1M | 44,700 | $23.3M | 44,700 | 00.00% | Unchanged |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.79% | 0.92% | $24.8M | 26,500 | $28.6M | 28,700 | -2,200-7.67% | Reduce |
 GATX CORPGATX |
| 0.78% | 0.75% | $24.6M | 138,751 | $23.4M | 137,151 | +1,600+1.17% | Add |
 TRANE TECHNOLOGIES PLCTT |
| 0.75% | 0.64% | $23.6M | 48,000 | $20.0M | 48,000 | 00.00% | Unchanged |
 MICROSOFT CORPMSFT |
| 0.74% | 0.67% | $23.3M | 62,500 | $20.9M | 56,518 | +5,982+10.58% | Add |
 TESLA INCTSLA |
| 0.73% | 0.6% | $22.9M | 54,500 | $18.8M | 50,500 | +4,000+7.92% | Add |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.73% | 0.4% | $22.7M | 29,800 | $12.6M | 32,200 | -2,400-7.45% | Reduce |
 TRANSDIGM GROUP INCTDG |
| 0.72% | 0.9% | $22.5M | 16,857 | $28.1M | 24,257 | -7,400-30.51% | Reduce |
 ROBINHOOD MKTS INCHOOD |
| 0.7% | 0.47% | $22.1M | 220,000 | $14.8M | 213,000 | +7,000+3.29% | Add |
 CURTISS WRIGHT CORPCW |
| 0.68% | — | $21.4M | 28,216 | $0 | 0 | +28,216 | New Buy |
