 GE VERNOVA INCGEV |
| 3.32% | 3.03% | $64.8M | 55,181 | $49.3M | 56,481 | -1,300-2.30% | Reduce |
 APPLE INCAAPL |
| 3.23% | 3.42% | $63.1M | 218,008 | $55.6M | 219,048 | -1,040-0.47% | Reduce |
| AAlphabet Inc Class CGOOG |
| 2.96% | 2.88% | $57.7M | 163,324 | $46.8M | 163,179 | +145+0.09% | Add |
 MICROSOFT CORPMSFT |
| 2.6% | 3.18% | $50.8M | 136,247 | $51.8M | 139,809 | -3,562-2.55% | Reduce |
 GE AEROSPACEGE |
| 2.4% | 2.2% | $46.9M | 125,387 | $35.8M | 126,308 | -921-0.73% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 2.37% | 2.5% | $46.3M | 231,229 | $40.6M | 232,951 | -1,722-0.74% | Reduce |
 AMAZON COM INCAMZN |
| 2.15% | 2.28% | $42.1M | 176,444 | $37.1M | 178,135 | -1,691-0.95% | Reduce |
 EATON CORP PLCETN |
| 1.88% | 1.9% | $36.6M | 85,925 | $30.8M | 86,199 | -274-0.32% | Reduce |
 ROCKWELL AUTOMATION INCROK |
| 1.7% | 1.49% | $33.2M | 67,116 | $24.2M | 67,451 | -335-0.50% | Reduce |
 ELI LILLY & COLLY |
| 1.66% | 1.53% | $32.4M | 26,997 | $25.0M | 27,139 | -142-0.52% | Reduce |
 NOVANTA INCNOVT |
| 1.34% | 0.83% | $26.2M | 161,754 | $13.5M | 114,234 | +47,520+41.60% | Add |
 HUBBELL INCHUBB |
| 1.3% | 1.46% | $25.3M | 48,387 | $23.7M | 48,394 | -7-0.01% | Reduce |
 WINTRUST FINL CORPWTFC |
| 1.26% | 1.31% | $24.6M | 153,322 | $21.3M | 153,453 | -131-0.09% | Reduce |
 VISA INCV |
| 1.25% | 1.34% | $24.4M | 71,162 | $21.7M | 71,962 | -800-1.11% | Reduce |
 DEERE & CODE |
| 1.2% | 1.29% | $23.5M | 37,000 | $21.0M | 37,363 | -363-0.97% | Reduce |
| DDIGITALOCEAN HLDGS INCDOCN |
| 1.2% | 0.89% | $23.3M | 148,584 | $14.4M | 168,311 | -19,727-11.72% | Reduce |
| RREGAL REXNORD CORPORATION COMRRX |
| 1.12% | 0.88% | $21.9M | 91,975 | $14.3M | 76,538 | +15,437+20.17% | Add |
 JPMORGAN CHASE & COJPM |
| 1.09% | 1.18% | $21.3M | 64,986 | $19.1M | 65,016 | -30-0.05% | Reduce |
| CCALLAWAY GOLF COCALY |
| 1.07% | 0.64% | $20.8M | 1.1M | $10.4M | 750,571 | +358,486+47.76% | Add |
 AXSOME THERAPEUTICS INC.AXSM |
| 1% | 0.83% | $19.6M | 80,124 | $13.6M | 80,299 | -175-0.22% | Reduce |
 OLD DOMINION FREIGHT LINE INODFL |
| 1% | 1.08% | $19.6M | 90,468 | $17.6M | 90,092 | +376+0.42% | Add |
| OONTO INNOVATION INCONTO |
| 0.94% | 0.86% | $18.3M | 48,384 | $14.0M | 68,437 | -20,053-29.30% | Reduce |
 S&P GLOBAL INCSPGI |
| 0.94% | 1.18% | $18.3M | 44,858 | $19.2M | 45,184 | -326-0.72% | Reduce |
 LIGAND PHARMACEUTICALS INCLGND |
| 0.88% | 0.66% | $17.1M | 54,128 | $10.8M | 54,155 | -27-0.05% | Reduce |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.87% | 0.54% | $16.9M | 22,133 | $8.8M | 22,507 | -374-1.66% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.86% | 1.12% | $16.8M | 18,007 | $18.3M | 18,327 | -320-1.75% | Reduce |
| HHERC HLDGS INCHRI |
| 0.84% | 0.14% | $16.3M | 113,985 | $2.3M | 23,416 | +90,569+386.78% | Add |
| AADAPTIVE BIOTECHNOLOGIES CORADPT |
| 0.83% | 0.43% | $16.2M | 757,217 | $6.9M | 500,061 | +257,156+51.42% | Add |
 DUCOMMUN INC DELDCO |
| 0.82% | 0.01% | $16.1M | 86,703 | $216,184 | 1,772 | +84,931+4,792.95% | Add |
 CASELLA WASTE SYS INCCWST |
| 0.81% | 0.8% | $15.8M | 163,245 | $13.0M | 163,583 | -338-0.21% | Reduce |
 DELTA AIR LINES INCDAL |
| 0.81% | 0.4% | $15.8M | 168,671 | $6.5M | 98,188 | +70,483+71.78% | Add |
 PACCAR INCPCAR |
| 0.81% | 0.92% | $15.7M | 130,862 | $15.0M | 129,656 | +1,206+0.93% | Add |
 META PLATFORMS INCMETA |
| 0.8% | 0.99% | $15.7M | 27,867 | $16.1M | 28,197 | -330-1.17% | Reduce |
| PPOWER INTEGRATIONS INCPOWI |
| 0.8% | 1.02% | $15.6M | 186,420 | $16.6M | 324,926 | -138,506-42.63% | Reduce |
| AALLEGRO MICROSYSTEMS INC COMALGM |
| 0.77% | — | $15.0M | 215,679 | $0 | 0 | +215,679 | New Buy |
| CCORCEPT THERAPEUTICS INCCORT |
| 0.77% | — | $15.0M | 172,228 | $0 | 0 | +172,228 | New Buy |
| EEVERUS CONSTR GROUPECG |
| 0.76% | 0.64% | $14.9M | 89,767 | $10.4M | 88,319 | +1,448+1.64% | Add |
| VVERACYTE INCVCYT |
| 0.76% | 0.59% | $14.9M | 252,923 | $9.6M | 298,589 | -45,666-15.29% | Reduce |
 STRYKER CORPORATIONSYK |
| 0.75% | 0.96% | $14.7M | 46,801 | $15.5M | 47,288 | -487-1.03% | Reduce |
 FIRSTCASH HOLDINGS INCFCFS |
| 0.75% | 0.78% | $14.6M | 67,614 | $12.7M | 67,704 | -90-0.13% | Reduce |
 GUARDANT HEALTH INCGH |
| 0.74% | 0.54% | $14.4M | 95,760 | $8.8M | 95,726 | +34+0.04% | Add |
 BOEING COBA |
| 0.71% | 0.75% | $13.9M | 64,342 | $12.2M | 61,048 | +3,294+5.40% | Add |
| SSAIA INCSAIA |
| 0.7% | 0.59% | $13.6M | 32,248 | $9.5M | 27,089 | +5,159+19.04% | Add |
| BBADGER METER INCBMI |
| 0.7% | 0.57% | $13.6M | 91,485 | $9.3M | 61,060 | +30,425+49.83% | Add |
| HHAYWARD HLDGS INCHAYW |
| 0.69% | 0.64% | $13.4M | 775,310 | $10.3M | 772,357 | +2,953+0.38% | Add |
| OOceaneering Intl Inc ComOII |
| 0.68% | 0.71% | $13.3M | 328,414 | $11.6M | 327,053 | +1,361+0.42% | Add |
 KEYSIGHT TECHNOLOGIES INCKEYS |
| 0.67% | 0.65% | $13.1M | 37,521 | $10.5M | 37,245 | +276+0.74% | Add |
| VVSE CORPVSEC |
| 0.67% | 0.65% | $13.1M | 57,200 | $10.6M | 57,343 | -143-0.25% | Reduce |
| VVEECO INSTRS INC DELVECO |
| 0.67% | — | $13.0M | 171,807 | $0 | 0 | +171,807 | New Buy |
 TIMKEN COTKR |
| 0.67% | — | $13.0M | 89,456 | $0 | 0 | +89,456 | New Buy |
