| DDICKS SPORTING GOODS INCDKS |
| 11.21% | 10.16% | $81.2M | 357,844 | $71.0M | 357,844 | 00.00% | Unchanged |
| TTYLER TECHNOLOGIES INCTYL |
| 9.9% | 2.52% | $71.7M | 245,043 | $17.6M | 51,375 | +193,668+376.97% | Add |
| LLITHIA MTRS INCLAD |
| 8.94% | 7.97% | $64.8M | 222,963 | $55.7M | 222,963 | 00.00% | Unchanged |
| VVALVOLINE INC COMVVV |
| 8.48% | 10.12% | $61.4M | 1.6M | $70.7M | 2.1M | -545,000-25.97% | Reduce |
 COMPASS INCCOMP |
| 6.83% | 2.09% | $49.5M | 4.0M | $14.6M | 2.0M | +2.0M+100.88% | Add |
 US FOODS HLDG CORPUSFD |
| 6.3% | 7.14% | $45.6M | 446,042 | $49.9M | 541,042 | -95,000-17.56% | Reduce |
| CCENTURI HOLDINGS INCCTRI |
| 6.13% | 6.65% | $44.4M | 1.5M | $46.5M | 1.6M | -124,197-7.81% | Reduce |
| QQ2 HLDGS INCQTWO |
| 5.77% | 6.03% | $41.8M | 868,767 | $42.1M | 889,767 | -21,000-2.36% | Reduce |
 ATLANTA BRAVES HLDGS INCBATRK |
| 5.4% | 4.61% | $39.1M | 753,879 | $32.2M | 753,879 | 00.00% | Unchanged |
| WWATERBRIDGE INFRASTRUCTURE LWBI |
| 5.12% | 3.78% | $37.1M | 1.1M | $26.4M | 984,574 | +97,959+9.95% | Add |
 CROWN HLDGS INCCCK |
| 4.63% | 6.25% | $33.6M | 300,165 | $43.6M | 435,165 | -135,000-31.02% | Reduce |
 VERTEX INCVERX |
| 4.59% | 5.79% | $33.3M | 2.9M | $40.4M | 3.4M | -500,000-14.71% | Reduce |
 EQUINIX INCEQIX |
| 3.51% | 3.7% | $25.4M | 24,392 | $25.9M | 26,392 | -2,000-7.58% | Reduce |
 BLACKLINE INCBL |
| 2.69% | 3.98% | $19.5M | 694,846 | $27.8M | 750,786 | -55,940-7.45% | Reduce |
 U HAUL HOLDING COMPANYSCL |
| 2.52% | 2.44% | $18.3M | 316,610 | $17.0M | 381,395 | -64,785-16.99% | Reduce |
 CHAMPION HOMES INCSKY |
| 2.48% | 2.25% | $17.9M | 203,583 | $15.7M | 211,143 | -7,560-3.58% | Reduce |
| NNCINO INCNCNO |
| 2.39% | 2.16% | $17.3M | 1.1M | $15.1M | 1.0M | +51,450+5.12% | Add |
| AAPPFOLIO INCAPPF |
| 1.62% | 1.2% | $11.7M | 73,000 | $8.4M | 53,000 | +20,000+37.74% | Add |
| HHELIX ENERGY SOLUTIONS GRP IHLX |
| 0.59% | 1.2% | $4.3M | 490,277 | $8.4M | 849,946 | -359,669-42.32% | Reduce |
| CCOMMSCOPE HLDG CO INCVISN |
| 0.56% | — | $4.0M | 315,453 | $0 | 0 | +315,453 | New Buy |
| AALIGHT INCALITEUR |
| 0.25% | 0.31% | $1.8M | 3.2M | $2.2M | 3.8M | -546,728-14.54% | Reduce |
| FFOX FACTORY HLDG CORPFOXF |
| 0.09% | 0.56% | $687,509 | 40,573 | $3.9M | 236,512 | -195,939-82.85% | Reduce |
