| VVIASAT INCVSAT |
| 15.89% | 11.7% | $11.3M | 126,250 | $7.5M | 164,750 | -38,500-23.37% | Reduce |
 TWILIO INCTWLO |
| 11.28% | 11.85% | $8.0M | 39,000 | $7.6M | 60,755 | -21,755-35.81% | Reduce |
| MMERCURY SYS INCMRCY |
| 10.37% | 6.83% | $7.4M | 60,462 | $4.4M | 60,462 | 00.00% | Unchanged |
 PEARSON PLC SPONSORED ADRPSO |
| 10.21% | 9.33% | $7.3M | 458,338 | $6.0M | 458,338 | 00.00% | Unchanged |
 AUTOLIV INCALV |
| 9.09% | 9.1% | $6.5M | 55,839 | $5.9M | 55,839 | 00.00% | Unchanged |
| CCHARLES RIV LABS INTL INCCRL |
| 8.2% | 6.9% | $5.9M | 25,800 | $4.5M | 25,800 | 00.00% | Unchanged |
 SYNOPSYS INCSNPS |
| 7.91% | — | $5.6M | 12,650 | $0 | 0 | +12,650 | New Buy |
 EXELIXIS INCEXEL |
| 7.73% | 6.74% | $5.5M | 101,335 | $4.3M | 101,335 | 00.00% | Unchanged |
 ETSY INC COMETSY |
| 7.59% | 5.57% | $5.4M | 71,836 | $3.6M | 71,836 | 00.00% | Unchanged |
| IINTEGER HLDGS CORPITGR |
| 6.16% | 6.41% | $4.4M | 47,000 | $4.1M | 47,000 | 00.00% | Unchanged |
| SSIX FLAGS ENTERTAINMENT CORPFUN |
| 5.57% | 5.13% | $4.0M | 186,500 | $3.3M | 186,500 | 00.00% | Unchanged |
