| SSPACE EXPLORATION TECHN CORPSPCX |
| 61.91% | — | $21.54B | 126.0M | $0 | 0 | +126.0M | New Buy |
 MAPLEBEAR INC COMCART |
| 3.07% | 7.52% | $1.07B | 22.6M | $845.0M | 22.6M | +6,180+0.03% | Add |
 JAMES HARDIE INDS PLC ORD SHSJHX |
| 2.07% | 4.77% | $721.1M | 27.5M | $536.0M | 28.3M | -754,767-2.67% | Reduce |
 NU HLDGS LTDNU |
| 1.71% | 3.31% | $593.4M | 44.4M | $372.0M | 25.9M | +18.5M+71.56% | Add |
 JOHNSON CONTROLS INTERNATIONJCI |
| 1.58% | 1.43% | $548.2M | 3.8M | $160.3M | 1.2M | +2.5M+206.51% | Add |
 MERCADOLIBRE INC COMMELI |
| 1.35% | 5.75% | $471.0M | 277,475 | $646.1M | 373,675 | -96,200-25.74% | Reduce |
 US FOODS HLDG CORPUSFD |
| 1.32% | 3.52% | $460.3M | 4.5M | $395.0M | 4.3M | +218,490+5.10% | Add |
 DANAHER CORP DEL COMDHR |
| 1.25% | 3.89% | $434.7M | 2.3M | $436.9M | 2.3M | -22,109-0.96% | Reduce |
 SHERWIN WILLIAMS COSHW |
| 1.24% | 1.35% | $431.3M | 1.3M | $151.9M | 473,753 | +778,718+164.37% | Add |
 REDDIT INC CL ARDDT |
| 1.23% | 2.95% | $427.8M | 2.5M | $331.1M | 2.5M | +5,260+0.21% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 1.18% | 3.17% | $409.7M | 817,123 | $356.4M | 725,005 | +92,118+12.71% | Add |
 KILROY REALTY CORPKRC |
| 1.13% | 2.83% | $393.4M | 10.5M | $318.1M | 11.3M | -776,957-6.89% | Reduce |
 CLEAN HARBORS INCCLH |
| 1.13% | 3.42% | $393.0M | 1.3M | $383.7M | 1.3M | -22,780-1.70% | Reduce |
| SSOMNIGROUP INTERNATIONAL INC COMSGI |
| 1.12% | 3.09% | $390.1M | 5.0M | $346.6M | 4.7M | +286,941+6.12% | Add |
 FLOWSERVE CORPFLS |
| 1.06% | 3.84% | $368.5M | 5.0M | $431.8M | 5.9M | -905,728-15.42% | Reduce |
| AAPPLOVIN CORPAPP |
| 0.99% | 2.37% | $344.8M | 669,282 | $266.4M | 669,282 | 00.00% | Unchanged |
 META PLATFORMS INCMETA |
| 0.92% | — | $319.1M | 566,500 | $0 | 0 | +566,500 | New Buy |
 FERGUSON ENTERPRISES INCFERG |
| 0.87% | 0.73% | $304.3M | 1.3M | $81.5M | 349,347 | +932,691+266.98% | Add |
 DISNEY WALT CODIS |
| 0.8% | 2.02% | $276.7M | 2.9M | $227.0M | 2.4M | +519,300+22.05% | Add |
 ALPHABET INCGOOGL |
| 0.76% | 1.2% | $263.8M | 738,300 | $134.8M | 468,900 | +269,400+57.45% | Add |
 SPOTIFY TECHNOLOGY S A SHSSPOT |
| 0.75% | 1.47% | $261.2M | 568,855 | $165.1M | 340,494 | +228,361+67.07% | Add |
| CCARVANA CO CL ACVNA |
| 0.72% | 1.87% | $248.8M | 3.8M | $210.1M | 668,432 | +3.1M+465.43% | Add |
| DDOORDASH INCDASH |
| 0.69% | 1.92% | $240.6M | 1.3M | $215.8M | 1.4M | -133,795-9.31% | Reduce |
 INTUITIVE SURGICAL INCISRG |
| 0.66% | — | $228.3M | 574,200 | $0 | 0 | +574,200 | New Buy |
 SCHWAB CHARLES CORPSCHW |
| 0.65% | 1.97% | $227.6M | 2.5M | $221.5M | 2.4M | +109,200+4.63% | Add |
 CAPITAL ONE FINL CORPCOF |
| 0.63% | 1.81% | $219.4M | 1.1M | $203.7M | 1.1M | -23,300-2.09% | Reduce |
 LINEAGE INCLINE |
| 0.59% | 2.16% | $204.8M | 4.7M | $242.5M | 7.4M | -2.7M-36.02% | Reduce |
 MARTIN MARIETTA MATLS INCMLM |
| 0.57% | 1.69% | $199.0M | 345,060 | $190.1M | 322,857 | +22,203+6.88% | Add |
 COMPASS INCCOMP |
| 0.54% | — | $187.7M | 15.2M | $0 | 0 | +15.2M | New Buy |
 COUPANG INC CLASS ACPNG |
| 0.51% | 1.95% | $178.8M | 10.3M | $219.2M | 11.6M | -1.3M-11.36% | Reduce |
 LINDE PLCLIN |
| 0.51% | — | $177.2M | 341,538 | $0 | 0 | +341,538 | New Buy |
 TESLA INCTSLA |
| 0.49% | — | $169.0M | 401,900 | $0 | 0 | +401,900 | New Buy |
| LLATTICE SEMICONDUCTOR CORPLSCC |
| 0.48% | — | $165.8M | 1.1M | $0 | 0 | +1.1M | New Buy |
| SSEA LTD SPONSORD ADSSE |
| 0.46% | 2.99% | $160.8M | 1.7M | $335.6M | 4.1M | -2.4M-58.58% | Reduce |
 AFFIRM HLDGS INC COM CL AAFRM |
| 0.45% | 0.79% | $155.6M | 1.9M | $88.7M | 1.9M | -28,389-1.47% | Reduce |
 AMAZON COM INCAMZN |
| 0.43% | 3.35% | $149.7M | 628,082 | $376.5M | 1.8M | -1.2M-65.25% | Reduce |
 LENNAR CORPLEN |
| 0.42% | — | $146.7M | 1.6M | $0 | 0 | +1.6M | New Buy |
 APOLLO GLOBAL MGMT INC COMAPO |
| 0.39% | 1.15% | $137.1M | 1.2M | $129.1M | 1.2M | 00.00% | Unchanged |
| QQNITY ELECTRONICS INC COMMON STOCKQ |
| 0.39% | — | $136.2M | 833,996 | $0 | 0 | +833,996 | New Buy |
 TEXAS INSTRS INCTXN |
| 0.35% | 3.03% | $120.9M | 405,474 | $340.3M | 1.8M | -1.3M-76.87% | Reduce |
 MONOLITHIC PWR SYS INCMPWR |
| 0.34% | — | $117.6M | 85,103 | $0 | 0 | +85,103 | New Buy |
| AAMRIZE LTD SHSAMRZ |
| 0.34% | — | $116.6M | 2.2M | $0 | 0 | +2.2M | New Buy |
| UUNITY SOFTWARE INCU |
| 0.29% | 0.64% | $102.1M | 3.6M | $71.5M | 3.3M | +312,490+9.59% | Add |
 LITTELFUSE INCLFUS |
| 0.29% | — | $102.1M | 224,164 | $0 | 0 | +224,164 | New Buy |
 SHOPIFY INCSHOP |
| 0.27% | — | $94.9M | 830,891 | $0 | 0 | +830,891 | New Buy |
| CCOREWEAVE INC CLASS ACRWV |
| 0.18% | — | $62.6M | 628,446 | $0 | 0 | +628,446 | New Buy |
 SNOWFLAKE INC COM SHSSNOW |
| 0.16% | — | $55.0M | 216,019 | $0 | 0 | +216,019 | New Buy |
| HHYPERLIQUID STRATEGIES IPURR |
| 0.14% | 0.36% | $49.9M | 6.3M | $40.7M | 8.0M | -1.7M-20.72% | Reduce |
| MMADISON AIR SOLUTIONS CORP COM SHS CL AMAIR |
| 0.14% | — | $48.8M | 1.3M | $0 | 0 | +1.3M | New Buy |
 ANALOG DEVICES INC COMADI |
| 0.12% | 0.83% | $40.5M | 102,040 | $93.0M | 292,444 | -190,404-65.11% | Reduce |
