| RREGAL REXNORD CORPORATION COMRRX |
| 27.64% | 0.87% | $110.4M | 463,295 | $2.3M | 12,230 | +451,065+3,688.18% | Add |
 VISA INCV |
| 4.3% | 5.76% | $17.2M | 50,031 | $15.1M | 50,031 | 00.00% | Unchanged |
 BELDEN INCBDC |
| 4.3% | 0.41% | $17.1M | 143,000 | $1.1M | 9,280 | +133,720+1,440.95% | Add |
 MERCADOLIBRE INC COMMELI |
| 3.71% | 5.74% | $14.8M | 8,724 | $15.1M | 8,724 | 00.00% | Unchanged |
 AMAZON COM INCAMZN |
| 3.34% | 4.66% | $13.3M | 55,891 | $12.2M | 58,746 | -2,855-4.86% | Reduce |
 SOTERA HEALTH COSHC |
| 2.66% | 3.32% | $10.6M | 599,249 | $8.7M | 607,689 | -8,440-1.39% | Reduce |
 ALPHABET INCGOOGL |
| 2.27% | 3.22% | $9.1M | 25,412 | $8.5M | 29,387 | -3,975-13.53% | Reduce |
 SKYWORKS SOLUTIONS INCSWKS |
| 2.09% | 2.59% | $8.4M | 123,340 | $6.8M | 126,980 | -3,640-2.87% | Reduce |
| AACM RESH INCACMR |
| 1.99% | 3.35% | $7.9M | 62,570 | $8.8M | 223,755 | -161,185-72.04% | Reduce |
| AAZENTA INCAZTA |
| 1.86% | 0.15% | $7.4M | 290,682 | $404,217 | 19,130 | +271,552+1,419.51% | Add |
 U HAUL HOLDING COMPANYSCL |
| 1.84% | 2.16% | $7.3M | 127,232 | $5.7M | 127,232 | 00.00% | Unchanged |
 POOL CORPPOOL |
| 1.82% | 1.86% | $7.3M | 33,795 | $4.9M | 24,175 | +9,620+39.79% | Add |
 SYSCO CORP COMSYY |
| 1.75% | 2.27% | $7.0M | 83,476 | $6.0M | 83,476 | 00.00% | Unchanged |
| FFORGENT POWER SOLUTIONS INCFPS |
| 1.63% | — | $6.5M | 116,572 | $0 | 0 | +116,572 | New Buy |
 AKAMAI TECHNOLOGIES INCAKAM |
| 1.54% | — | $6.1M | 51,985 | $0 | 0 | +51,985 | New Buy |
 TELEPHONE & DATA SYS INCTDS |
| 1.52% | 4.77% | $6.1M | 163,758 | $12.5M | 297,966 | -134,208-45.04% | Reduce |
 UNION PAC CORPUNP |
| 1.29% | 1.85% | $5.2M | 18,952 | $4.9M | 20,072 | -1,120-5.58% | Reduce |
| IIPG PHOTONICS CORPIPGP |
| 1.22% | 1.02% | $4.9M | 41,450 | $2.7M | 23,440 | +18,010+76.83% | Add |
| DDOUBLEVERIFY HLDGS INCDV |
| 1.08% | 1.44% | $4.3M | 398,439 | $3.8M | 398,439 | 00.00% | Unchanged |
 ILLUMINA INCILMN |
| 0.97% | — | $3.9M | 22,085 | $0 | 0 | +22,085 | New Buy |
| CCENOVUS ENERGY INC COMCVE |
| 0.88% | 1.12% | $3.5M | 141,350 | $2.9M | 110,950 | +30,400+27.40% | Add |
| AAMRIZE LTD SHSAMRZ |
| 0.86% | 1.32% | $3.4M | 64,720 | $3.5M | 61,720 | +3,000+4.86% | Add |
 EATON CORP PLCETN |
| 0.83% | 0.96% | $3.3M | 7,817 | $2.5M | 7,077 | +740+10.46% | Add |
 SYNOPSYS INCSNPS |
| 0.83% | 1.54% | $3.3M | 7,466 | $4.1M | 10,231 | -2,765-27.03% | Reduce |
 KENVUE INC COMKVUE |
| 0.82% | 1.12% | $3.3M | 170,807 | $2.9M | 170,807 | 00.00% | Unchanged |
 MAPLEBEAR INC COMCART |
| 0.77% | 1.34% | $3.1M | 65,106 | $3.5M | 94,016 | -28,910-30.75% | Reduce |
 ZOETIS INC CL AZTS |
| 0.76% | — | $3.0M | 42,000 | $0 | 0 | +42,000 | New Buy |
 MICROSOFT CORPMSFT |
| 0.75% | 1.74% | $3.0M | 8,062 | $4.6M | 12,362 | -4,300-34.78% | Reduce |
 DIAGEO PLC SPON ADR NEWDEO |
| 0.69% | 0.97% | $2.8M | 34,233 | $2.5M | 34,233 | 00.00% | Unchanged |
 ZOOM COMMUNICATIONS INCZM |
| 0.69% | 1.43% | $2.8M | 31,869 | $3.8M | 46,649 | -14,780-31.68% | Reduce |
| GGRUPO CIBEST SACIB |
| 0.67% | 1.1% | $2.7M | 33,840 | $2.9M | 39,700 | -5,860-14.76% | Reduce |
| AADEIA INCADEA |
| 0.64% | 0.65% | $2.5M | 77,055 | $1.7M | 70,830 | +6,225+8.79% | Add |
| NNOKIA CORP SPONSORED ADRNOK |
| 0.64% | 0.87% | $2.5M | 190,965 | $2.3M | 283,845 | -92,880-32.72% | Reduce |
| SSOLSTICE ADVANCED MATLS INCSOL |
| 0.63% | 0.15% | $2.5M | 28,465 | $393,747 | 5,170 | +23,295+450.58% | Add |
 STRIDE INCLRN |
| 0.63% | 1.92% | $2.5M | 29,049 | $5.0M | 57,155 | -28,106-49.18% | Reduce |
| AAPPFOLIO INCAPPF |
| 0.56% | 1.34% | $2.2M | 13,904 | $3.5M | 22,344 | -8,440-37.77% | Reduce |
| SSPDR GOLD TRGLD |
| 0.55% | — | $2.2M | 5,950 | $0 | 0 | +5,950 | New Buy |
 UNITEDHEALTH GROUP INCUNH |
| 0.53% | 0.91% | $2.1M | 5,131 | $2.4M | 8,849 | -3,718-42.02% | Reduce |
 LULULEMON ATHLETICA INCLULU |
| 0.48% | — | $1.9M | 16,905 | $0 | 0 | +16,905 | New Buy |
| DDYNATRACE INCDT |
| 0.46% | 0.34% | $1.9M | 42,205 | $885,116 | 23,935 | +18,270+76.33% | Add |
| PPETROLEO BRASILEIRO S APBR |
| 0.45% | 0.88% | $1.8M | 111,126 | $2.3M | 111,126 | 00.00% | Unchanged |
| FFISERV INCFISV |
| 0.44% | 0.16% | $1.8M | 35,815 | $425,754 | 7,630 | +28,185+369.40% | Add |
| EESTABLISHMENT LABS HLDGS INCESTA |
| 0.44% | — | $1.7M | 20,390 | $0 | 0 | +20,390 | New Buy |
| CCACTUS INCWHD |
| 0.43% | 0.5% | $1.7M | 33,770 | $1.3M | 27,780 | +5,990+21.56% | Add |
 HUDSON TECHNOLOGIES INC COMHDSN |
| 0.43% | 0.13% | $1.7M | 299,976 | $338,817 | 57,622 | +242,354+420.59% | Add |
 WABTECWAB |
| 0.43% | 0.66% | $1.7M | 6,360 | $1.7M | 6,925 | -565-8.16% | Reduce |
 MARVELL TECHNOLOGY INCMRVL |
| 0.42% | 4.29% | $1.7M | 5,636 | $11.3M | 113,851 | -108,215-95.05% | Reduce |
 LOCKHEED MARTIN CORPLMT |
| 0.41% | — | $1.6M | 3,180 | $0 | 0 | +3,180 | New Buy |
| EENDAVA PLC ADSDAVA |
| 0.4% | 0.95% | $1.6M | 567,416 | $2.5M | 567,416 | 00.00% | Unchanged |
| LLIMBACH HLDGS INCLMB |
| 0.4% | — | $1.6M | 20,510 | $0 | 0 | +20,510 | New Buy |
