 MICRON TECHNOLOGY INCMU |
| 4.61% | 4.94% | $4.1M | 40,000 | $5.3M | 40,000 | 00.00% | Unchanged |
| ZZOOMINFO TECHNOLOGIES INCGTM |
| 4.59% | 4.79% | $4.1M | 400,000 | $5.1M | 400,000 | 00.00% | Unchanged |
 ARISTA NETWORKS INCANET |
| 4.27% | 3.29% | $3.8M | 10,000 | $3.5M | 10,000 | 00.00% | Unchanged |
 COHERENT CORPCOHR |
| 3.86% | 2.65% | $3.5M | 39,000 | $2.8M | 39,000 | 00.00% | Unchanged |
 ARM HOLDINGS PLCARM |
| 3.82% | 3.22% | $3.4M | 24,000 | $3.4M | 21,000 | +3,000+14.29% | Add |
 ILLUMINA INCILMN |
| 3.63% | 2.45% | $3.3M | 25,000 | $2.6M | 25,000 | 00.00% | Unchanged |
 ROBLOX CORP CL ARBLX |
| 3.45% | 2.44% | $3.1M | 70,000 | $2.6M | 70,000 | 00.00% | Unchanged |
| EELASTIC N VESTC |
| 3.33% | 2.24% | $3.0M | 39,000 | $2.4M | 21,000 | +18,000+85.71% | Add |
 DEXCOM INCDXCM |
| 3.13% | 2.98% | $2.8M | 42,000 | $3.2M | 28,000 | +14,000+50.00% | Add |
| WWEC ENERGY GROUP INC COMIDU |
| 3% | 2.06% | $2.7M | 28,000 | $2.2M | 28,000 | 00.00% | Unchanged |
 METLIFE INC COMMET |
| 2.75% | 2.63% | $2.5M | 30,000 | $2.8M | 40,000 | -10,000-25.00% | Reduce |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 2.74% | 2.33% | $2.5M | 16,000 | $2.5M | 16,000 | 00.00% | Unchanged |
 CADENCE DESIGN SYSTEM INC COMAYI |
| 2.71% | 2.6% | $2.4M | 9,000 | $2.8M | 9,000 | 00.00% | Unchanged |
 CROWN CASTLE INC COMCCI |
| 2.64% | 1.83% | $2.4M | 20,000 | $2.0M | 20,000 | 00.00% | Unchanged |
 VICI PPTYS INC COMVICI |
| 2.59% | 1.88% | $2.3M | 70,000 | $2.0M | 70,000 | 00.00% | Unchanged |
 CBOE GLOBAL MKTS INCCBOE |
| 2.28% | 1.44% | $2.0M | 10,000 | $1.5M | 9,000 | +1,000+11.11% | Add |
 WORKDAY INCWDAY |
| 2.17% | 1.68% | $2.0M | 8,000 | $1.8M | 8,000 | 00.00% | Unchanged |
 ALLISON TRANSMISSION HLDGS IALSN |
| 2.14% | 2.49% | $1.9M | 20,000 | $2.7M | 35,000 | -15,000-42.86% | Reduce |
 IQVIA HLDGS INCIQV |
| 2.11% | 1.59% | $1.9M | 8,000 | $1.7M | 8,000 | 00.00% | Unchanged |
 VALERO ENERGY CORP COMVLO |
| 2.1% | 2.06% | $1.9M | 14,000 | $2.2M | 14,000 | 00.00% | Unchanged |
 CAESARS ENTERTAINMENT INC NECZR |
| 2.09% | 1.68% | $1.9M | 45,000 | $1.8M | 45,000 | 00.00% | Unchanged |
 QUANTA SVCS INCPWR |
| 1.99% | 1.43% | $1.8M | 6,000 | $1.5M | 6,000 | 00.00% | Unchanged |
| BBARRICK MNG CORPGOLD |
| 1.77% | 1.25% | $1.6M | 80,000 | $1.3M | 80,000 | 00.00% | Unchanged |
 DIAMONDBACK ENERGY INCFANG |
| 1.73% | 1.69% | $1.6M | 9,000 | $1.8M | 9,000 | 00.00% | Unchanged |
 SYNOPSYS INCSNPS |
| 1.69% | 1.68% | $1.5M | 3,000 | $1.8M | 3,000 | 00.00% | Unchanged |
 FIRST HORIZON CORPORATIONFHN |
| 1.55% | 1.04% | $1.4M | 90,000 | $1.1M | 70,000 | +20,000+28.57% | Add |
 AMERICAN TOWER CORP COMAMT |
| 1.55% | 1.09% | $1.4M | 6,000 | $1.2M | 6,000 | 00.00% | Unchanged |
 ROCKWELL AUTOMATION INCROK |
| 1.49% | 1.29% | $1.3M | 5,000 | $1.4M | 5,000 | 00.00% | Unchanged |
 CME GROUP INCCME |
| 1.47% | 1.11% | $1.3M | 6,000 | $1.2M | 6,000 | 00.00% | Unchanged |
 PHILLIPS 66PSX |
| 1.46% | 1.32% | $1.3M | 10,000 | $1.4M | 10,000 | 00.00% | Unchanged |
 KRAFT HEINZ CO COMKHC |
| 1.41% | 1.09% | $1.3M | 36,000 | $1.2M | 36,000 | 00.00% | Unchanged |
| LLITHIUM AMERS CORP NEWLAC |
| 1.35% | 2.14% | $1.2M | 450,000 | $2.3M | 850,000 | -400,000-47.06% | Reduce |
 IRON MTN INC DEL COMIRM |
| 1.32% | 0.84% | $1.2M | 10,000 | $896,200 | 10,000 | 00.00% | Unchanged |
 AEROVIRONMENT INCAVAV |
| 1.11% | 2.05% | $1.0M | 5,000 | $2.2M | 12,000 | -7,000-58.33% | Reduce |
| EEXTREME NETWORKS INCEXTR |
| 1.07% | — | $961,920 | 64,000 | $0 | 0 | +64,000 | New Buy |
 BIOMARIN PHARMACEUTICAL INCBMRN |
| 1.02% | 1% | $913,770 | 13,000 | $1.1M | 13,000 | 00.00% | Unchanged |
 XYLEM INCXYL |
| 0.9% | 0.76% | $810,180 | 6,000 | $813,780 | 6,000 | 00.00% | Unchanged |
 HUNTINGTON BANCSHARES INC COMHBAN |
| 0.87% | 0.66% | $779,100 | 53,000 | $698,540 | 53,000 | 00.00% | Unchanged |
 ALBEMARLE CORPALB |
| 0.84% | 0.72% | $757,680 | 8,000 | $764,160 | 8,000 | 00.00% | Unchanged |
 STEEL DYNAMICS INCSTLD |
| 0.84% | 0.73% | $756,480 | 6,000 | $777,000 | 6,000 | 00.00% | Unchanged |
 WILLIAMS COS INCWMB |
| 0.76% | 0.6% | $684,750 | 15,000 | $637,500 | 15,000 | 00.00% | Unchanged |
| BBANK NEW YORK MELLON CORPBK |
| 0.72% | 0.51% | $646,740 | 9,000 | $539,010 | 9,000 | 00.00% | Unchanged |
 PACCAR INCPCAR |
| 0.66% | — | $592,080 | 6,000 | $0 | 0 | +6,000 | New Buy |
 FORD MTR COF |
| 0.59% | 0.59% | $528,000 | 50,000 | $627,000 | 50,000 | 00.00% | Unchanged |
 CONSOLIDATED EDISON INCED |
| 0.58% | — | $520,650 | 5,000 | $0 | 0 | +5,000 | New Buy |
 VULCAN MATLS COVMC |
| 0.56% | — | $500,860 | 2,000 | $0 | 0 | +2,000 | New Buy |
 LYONDELLBASELL INDUSTRIES NV SHS - A -LYB |
| 0.53% | 0.45% | $479,500 | 5,000 | $478,300 | 5,000 | 00.00% | Unchanged |
| EEXELON CORPEXC |
| 0.5% | — | $446,050 | 11,000 | $0 | 0 | +11,000 | New Buy |
 STATE STR CORP COMSTT |
| 0.49% | 0.35% | $442,350 | 5,000 | $370,000 | 5,000 | 00.00% | Unchanged |
 FIFTH THIRD BANCORP COMFITB |
| 0.48% | — | $428,400 | 10,000 | $0 | 0 | +10,000 | New Buy |
