| SSTATE STR SPDR S&P 500 ETF TSPY |
| 29.24% | 24.28% | $2.39B | 3.2M | $1.37B | 2.1M | +1.1M+52.38% | Add |
| IISHARES RUSSELLIWM |
| 21.32% | 15.43% | $1.74B | 5.8M | $868.0M | 3.5M | +2.3M+65.71% | Add |
 CYTOKINETICS INCCYTK |
| 2.85% | 3.12% | $232.7M | 2.7M | $175.6M | 2.7M | +66,804+2.51% | Add |
 AGIOS PHARMACEUTICALS INCAGIO |
| 2.37% | 3.56% | $193.3M | 5.2M | $200.1M | 5.9M | -706,000-11.93% | Reduce |
 MADRIGAL PHARMACEUTICALS INCMDGL |
| 1.89% | 2.46% | $154.6M | 288,000 | $138.5M | 264,583 | +23,417+8.85% | Add |
 PTC THERAPEUTICS INCPTCT |
| 1.73% | 2.99% | $141.2M | 1.7M | $167.9M | 2.5M | -733,054-29.75% | Reduce |
 SUPERNUS PHARMACEUTICALSSUPN |
| 1.51% | 1.74% | $123.1M | 2.6M | $98.0M | 1.9M | +750,854+39.62% | Add |
| TTRAVERE THERAPEUTICS INCTVTX |
| 1.44% | 2.59% | $117.7M | 2.1M | $145.5M | 4.9M | -2.8M-57.68% | Reduce |
| IIMMUNOVANT INCIMVT |
| 1.38% | 2.41% | $113.1M | 2.9M | $135.7M | 5.5M | -2.5M-46.28% | Reduce |
 INCYTE CORPINCY |
| 1.25% | 1.1% | $102.0M | 900,005 | $61.8M | 656,817 | +243,188+37.03% | Add |
 NEUROCRINE BIOSCIENCES INCNBIX |
| 1.1% | 1.7% | $90.3M | 535,838 | $95.4M | 724,000 | -188,162-25.99% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 0.93% | 0.71% | $76.1M | 183,000 | $40.0M | 148,000 | +35,000+23.65% | Add |
 MINERALYS THERAPEUTICS INCMLYS |
| 0.92% | 0.57% | $74.9M | 2.8M | $31.9M | 1.2M | +1.6M+136.05% | Add |
| FFRESHPET INCFRPT |
| 0.91% | 1.15% | $74.5M | 1.3M | $64.5M | 1.1M | +167,395+15.31% | Add |
| DDYNE THERAPEUTICS INCDYN |
| 0.84% | 1.02% | $68.6M | 3.1M | $57.6M | 3.2M | -87,884-2.77% | Reduce |
 AMAZON COM INCAMZN |
| 0.83% | 0.97% | $67.8M | 284,562 | $54.6M | 262,137 | +22,425+8.55% | Add |
 RIGEL PHARMACEUTICALS INCRIGL |
| 0.8% | 0.62% | $65.4M | 1.7M | $34.6M | 1.3M | +392,000+30.63% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.75% | 0.8% | $61.4M | 122,480 | $45.0M | 91,491 | +30,989+33.87% | Add |
 IRONWOOD PHARMACEUTICALS INC COM CL AIRWD |
| 0.72% | 0.94% | $58.7M | 13.9M | $52.7M | 15.0M | -1.1M-7.29% | Reduce |
 HARMONY BIOSCIENCES HLDGS INHRMY |
| 0.7% | 0.81% | $56.9M | 1.6M | $45.5M | 1.6M | -60,000-3.69% | Reduce |
 REGENERON PHARMACEUTICALSREGN |
| 0.69% | 0.5% | $56.0M | 89,809 | $27.9M | 36,126 | +53,683+148.60% | Add |
 NEKTAR THERAPEUTICS COM NEWNKTR |
| 0.62% | 0.74% | $50.5M | 724,000 | $41.6M | 578,000 | +146,000+25.26% | Add |
| SSentinelone INC CLASS A CORP COMMONS |
| 0.58% | 0.81% | $47.6M | 2.8M | $45.7M | 3.5M | -742,188-20.92% | Reduce |
| SSANOFI SA SPONSORED ADRSNY |
| 0.56% | 0.26% | $45.4M | 1.1M | $14.5M | 300,000 | +764,000+254.67% | Add |
| IIMMUNOCORE HLDGS PLCIMCR |
| 0.55% | 0.64% | $45.3M | 1.4M | $35.8M | 1.2M | +240,000+20.20% | Add |
 ALPHABET INCGOOGL |
| 0.55% | 0.61% | $45.2M | 126,494 | $34.1M | 118,514 | +7,980+6.73% | Add |
 SOLID BIOSCIENCES INCSLDB |
| 0.52% | 0.41% | $42.7M | 4.3M | $23.0M | 3.2M | +1.1M+33.69% | Add |
 MONGODB INC CL AMDB |
| 0.51% | 0.47% | $42.0M | 125,172 | $26.3M | 107,296 | +17,876+16.66% | Add |
| GGITLAB INCGTLB |
| 0.5% | 0.4% | $41.0M | 1.3M | $22.3M | 1.0M | +315,477+30.67% | Add |
| KKURA ONCOLOGY INCKURA |
| 0.49% | 0.54% | $40.3M | 3.7M | $30.4M | 3.7M | -58,000-1.55% | Reduce |
 DENTSPLY SIRONA INCXRAY |
| 0.48% | 0.62% | $39.0M | 3.7M | $34.8M | 3.0M | +672,000+22.40% | Add |
 UBER TECHNOLOGIES INCUBER |
| 0.44% | 0.66% | $35.9M | 497,908 | $37.3M | 518,760 | -20,852-4.02% | Reduce |
 AXOGEN INCAXGN |
| 0.44% | 0.55% | $35.8M | 775,000 | $31.0M | 936,000 | -161,000-17.20% | Reduce |
 DISC MEDICINE INCIRON |
| 0.41% | 0.61% | $33.6M | 460,000 | $34.3M | 536,000 | -76,000-14.18% | Reduce |
| FFIVE9 INCFIVN |
| 0.4% | 0.77% | $32.7M | 1.5M | $43.1M | 2.8M | -1.3M-45.95% | Reduce |
 HUBSPOT INCHUBS |
| 0.4% | 0.56% | $32.5M | 178,047 | $31.4M | 128,583 | +49,464+38.47% | Add |
 ALIGN TECHNOLOGY INC COM USD0.0001ALGN |
| 0.37% | 0.48% | $30.4M | 180,286 | $27.1M | 157,959 | +22,327+14.13% | Add |
 MICROSOFT CORPMSFT |
| 0.37% | 0.32% | $30.1M | 80,581 | $18.1M | 48,860 | +31,721+64.92% | Add |
 ORTHOFIX MED INC COMOFIX |
| 0.36% | 0.55% | $29.8M | 3.3M | $31.0M | 2.7M | +564,000+20.89% | Add |
 HUMANA INC COMHUM |
| 0.35% | 0.44% | $28.8M | 72,527 | $24.5M | 141,279 | -68,752-48.66% | Reduce |
| AANGIODYNAMICS INC COMANGO |
| 0.35% | 0.38% | $28.6M | 2.2M | $21.3M | 1.9M | +329,000+17.60% | Add |
 WATERS CORPWAT |
| 0.34% | — | $28.1M | 75,004 | $0 | 0 | +75,004 | New Buy |
| VVERASTEM INC COM NEWVSTM |
| 0.33% | 0.43% | $26.8M | 7.0M | $24.3M | 4.6M | +2.4M+52.96% | Add |
 4D MOLECULAR THERAPEUTICS INFDMT |
| 0.33% | 0.33% | $26.6M | 2.0M | $18.6M | 2.0M | 00.00% | Unchanged |
| IINTELLIA THERAPEUTICS INCNTLA |
| 0.31% | 0.08% | $25.4M | 1.5M | $4.3M | 336,000 | +1.2M+346.43% | Add |
 WYNN RESORTS LTDWYNN |
| 0.31% | 0.31% | $25.3M | 261,065 | $17.6M | 173,545 | +87,520+50.43% | Add |
 TREACE MED CONCEPTS INC COMTMCI |
| 0.31% | 0.15% | $25.3M | 6.4M | $8.5M | 6.4M | 00.00% | Unchanged |
| AAUTOLUS THERAPEUTICS PLCAUTL |
| 0.29% | 0.39% | $24.0M | 15.0M | $21.8M | 15.8M | -800,000-5.06% | Reduce |
 ARVINAS INCARVN |
| 0.28% | 0.37% | $23.2M | 2.8M | $21.0M | 2.0M | +818,000+41.35% | Add |
| MMACROGENICS INCMGNX |
| 0.28% | 0.31% | $23.1M | 5.0M | $17.4M | 6.0M | -1.0M-16.72% | Reduce |
