 XOMETRY INCXMTR |
| 5.6% | 3.68% | $30.7M | 318,424 | $14.9M | 365,914 | -47,490-12.98% | Reduce |
| BBANDWIDTH INC COM CL ABAND |
| 4.23% | — | $23.2M | 366,938 | $0 | 0 | +366,938 | New Buy |
 DAVE INCDAVE |
| 3.87% | 5.14% | $21.2M | 56,991 | $20.9M | 119,840 | -62,849-52.44% | Reduce |
| SSEZZLE INCSEZL |
| 3.72% | 2.61% | $20.4M | 118,907 | $10.6M | 167,437 | -48,530-28.98% | Reduce |
| AADVANCED ENERGY INDS INCAEIS |
| 3.6% | 4.64% | $19.8M | 53,000 | $18.9M | 58,428 | -5,428-9.29% | Reduce |
| VVIAVI SOLUTIONS INCVIAV |
| 3.24% | 4.7% | $17.8M | 372,900 | $19.1M | 573,988 | -201,088-35.03% | Reduce |
| NNAVAN INCNAVN |
| 2.89% | 0.37% | $15.8M | 692,719 | $1.5M | 114,700 | +578,019+503.94% | Add |
| RREMITLY GLOBAL INCRELY |
| 2.71% | 0.77% | $14.9M | 664,208 | $3.1M | 199,398 | +464,810+233.11% | Add |
| SSEMTECH CORPSMTC |
| 2.6% | 0.85% | $14.3M | 88,083 | $3.5M | 44,898 | +43,185+96.18% | Add |
 DIODES INCDIOD |
| 2.59% | 0.59% | $14.2M | 129,930 | $2.4M | 35,000 | +94,930+271.23% | Add |
| FFREQUENCY ELECTRS INCFEIM |
| 2.45% | 1.22% | $13.4M | 202,655 | $5.0M | 112,289 | +90,366+80.48% | Add |
| DDYCOM INDS INCDY |
| 2.3% | 3.82% | $12.6M | 25,000 | $15.5M | 45,835 | -20,835-45.46% | Reduce |
 LITTELFUSE INCLFUS |
| 2.28% | — | $12.5M | 27,475 | $0 | 0 | +27,475 | New Buy |
 MITEK SYS INCMITK |
| 2.28% | 1.66% | $12.5M | 621,016 | $6.7M | 499,000 | +122,016+24.45% | Add |
 TWILIO INCTWLO |
| 2.26% | — | $12.4M | 60,004 | $0 | 0 | +60,004 | New Buy |
| TTTM TECHNOLOGIES INCTTMI |
| 2.23% | 3.02% | $12.2M | 65,500 | $12.3M | 126,008 | -60,508-48.02% | Reduce |
| VVISHAY INTERTECHNOLOGY INCVSH |
| 2.18% | 0.65% | $12.0M | 222,300 | $2.6M | 146,703 | +75,597+51.53% | Add |
| MMACOM TECH SOLUTIONS HLDGS IMTSI |
| 2.03% | 1.8% | $11.1M | 29,269 | $7.3M | 32,994 | -3,725-11.29% | Reduce |
 PORCH GROUP INCPRCH |
| 2.02% | 0.64% | $11.1M | 736,046 | $2.6M | 360,255 | +375,791+104.31% | Add |
| TTOWER SEMICONDUCTOR LTD SHS NEWTSEM |
| 1.95% | 2.54% | $10.7M | 41,000 | $10.3M | 58,787 | -17,787-30.26% | Reduce |
 NOVANTA INCNOVT |
| 1.94% | 2.5% | $10.7M | 65,685 | $10.2M | 85,950 | -20,265-23.58% | Reduce |
 FLYWIRE CORPORATIONFLYW |
| 1.9% | — | $10.4M | 593,786 | $0 | 0 | +593,786 | New Buy |
| AAAR CORPAIR |
| 1.87% | 1.6% | $10.3M | 72,000 | $6.5M | 59,475 | +12,525+21.06% | Add |
| PPATTERN GROUP INCPTRN |
| 1.72% | 1.37% | $9.4M | 375,045 | $5.6M | 449,230 | -74,185-16.51% | Reduce |
 KORNIT DIGITAL LTDKRNT |
| 1.69% | 0.23% | $9.3M | 569,514 | $952,900 | 65,000 | +504,514+776.18% | Add |
| RRANPAK HOLDINGS CORP COM CL APACK |
| 1.66% | 2.48% | $9.1M | 1.3M | $10.1M | 2.8M | -1.6M-55.68% | Reduce |
| AARTERIS INCAIP |
| 1.62% | 2.52% | $8.9M | 183,386 | $10.2M | 623,003 | -439,617-70.56% | Reduce |
| SSTERLING INFRASTRUCTURE INCSTRL |
| 1.54% | 2.57% | $8.5M | 10,100 | $10.4M | 25,658 | -15,558-60.64% | Reduce |
| MMODINE MFG COMOD |
| 1.51% | 3.72% | $8.3M | 31,000 | $15.1M | 69,800 | -38,800-55.59% | Reduce |
| LLSI INDS INC OHIOLYTS |
| 1.45% | 1.97% | $8.0M | 300,000 | $8.0M | 430,185 | -130,185-30.26% | Reduce |
| VV2X INCVVX |
| 1.43% | 2.19% | $7.9M | 105,449 | $8.9M | 129,863 | -24,414-18.80% | Reduce |
| AACCELERANT HOLDINGSARX |
| 1.37% | 1.23% | $7.5M | 640,000 | $5.0M | 372,811 | +267,189+71.67% | Add |
| FFORGENT POWER SOLUTIONS INCFPS |
| 1.32% | — | $7.2M | 129,605 | $0 | 0 | +129,605 | New Buy |
| LLENDINGTREE INCTREE |
| 1.26% | 1.85% | $6.9M | 155,992 | $7.5M | 175,339 | -19,347-11.03% | Reduce |
| UULTRA CLEAN HLDGS INCUCTT |
| 1.16% | 2.77% | $6.4M | 44,700 | $11.3M | 180,941 | -136,241-75.30% | Reduce |
 ALLOT LTD COM ILS0.10ALLT |
| 1.14% | 1.14% | $6.3M | 708,913 | $4.6M | 697,100 | +11,813+1.69% | Add |
| CCARDINAL INFRASTRUCTURE GROUCDNL |
| 1.1% | 0.96% | $6.0M | 64,181 | $3.9M | 98,023 | -33,842-34.52% | Reduce |
 JFROG LTDFROG |
| 1.09% | 0.75% | $6.0M | 66,000 | $3.1M | 65,295 | +705+1.08% | Add |
 CALIX INCCALX |
| 1.09% | 1.94% | $6.0M | 160,000 | $7.9M | 160,542 | -542-0.34% | Reduce |
| LLEGENCE CORPLGN |
| 0.93% | 0.76% | $5.1M | 60,000 | $3.1M | 54,866 | +5,134+9.36% | Add |
 OPERA LTDOPRA |
| 0.81% | — | $4.5M | 225,000 | $0 | 0 | +225,000 | New Buy |
 ARLO TECHNOLOGIES INCARLO |
| 0.81% | 0.99% | $4.4M | 330,000 | $4.0M | 282,073 | +47,927+16.99% | Add |
 CELESTICA INCCLS |
| 0.81% | 2.38% | $4.4M | 12,169 | $9.7M | 34,367 | -22,198-64.59% | Reduce |
| HHINGE HEALTH INCHNGE |
| 0.68% | — | $3.7M | 45,000 | $0 | 0 | +45,000 | New Buy |
 SITIME CORPSITM |
| 0.68% | 1.31% | $3.7M | 5,000 | $5.3M | 15,451 | -10,451-67.64% | Reduce |
| RRINGCENTRAL INCRNG |
| 0.67% | 1.1% | $3.7M | 94,308 | $4.5M | 119,744 | -25,436-21.24% | Reduce |
| VVISHAY PRECISION GROUP INC COMVPG |
| 0.61% | 2% | $3.4M | 22,368 | $8.1M | 186,921 | -164,553-88.03% | Reduce |
 CLOUDFLARE INCNET |
| 0.6% | 0.88% | $3.3M | 13,500 | $3.6M | 17,263 | -3,763-21.80% | Reduce |
 DUCOMMUN INC DELDCO |
| 0.58% | 0.6% | $3.2M | 17,270 | $2.4M | 20,000 | -2,730-13.65% | Reduce |
| MMIAMI INTL HLDGS INCMIAX |
| 0.58% | 0.5% | $3.2M | 85,000 | $2.0M | 52,600 | +32,400+61.60% | Add |
