| VV F CORPVFC |
| 23.06% | 26.2% | $75.4M | 4.5M | $79.5M | 4.7M | -157,095-3.36% | Reduce |
| YYETI HLDGS INCYETI |
| 18.09% | 21.52% | $59.2M | 1.2M | $65.3M | 1.8M | -590,000-33.07% | Reduce |
 GXO LOGISTICS INCORPORATEDGXO |
| 15.26% | 14.04% | $49.9M | 984,769 | $42.6M | 821,769 | +163,000+19.84% | Add |
| EEVOLENT HEALTH INCEVH |
| 9.22% | 4.18% | $30.2M | 5.6M | $12.7M | 5.6M | 00.00% | Unchanged |
| FFRESHPET INCFRPT |
| 8.76% | — | $28.7M | 484,741 | $0 | 0 | +484,741 | New Buy |
| CCOGNEX CORPCGNX |
| 7.51% | 7.81% | $24.6M | 339,000 | $23.7M | 484,000 | -145,000-29.96% | Reduce |
 BLACKLINE INCBL |
| 7.1% | 16.68% | $23.2M | 827,619 | $50.6M | 1.4M | -540,000-39.48% | Reduce |
 PORTILLOS INCPTLO |
| 4.99% | 6% | $16.3M | 3.4M | $18.2M | 3.4M | 00.00% | Unchanged |
| BBRC INC COM CL A0HW0 |
| 4.73% | 3.57% | $15.5M | 13.9M | $10.8M | 13.9M | 00.00% | Unchanged |
| EEVOLENT HEALTH, INC.EVH |
| 1.27% | — | $4.2M | 5.5M | $0 | 0 | +5.5M | New Buy |
