| AASTERA LABS INCALAB |
| 3% | 1.48% | $6.4M | 13,286 | $2.6M | 23,789 | -10,503-44.15% | Reduce |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 2.44% | 1.6% | $5.2M | 19,137 | $2.8M | 30,001 | -10,864-36.21% | Reduce |
| CCARDINAL INFRASTRUCTURE GROUCDNL |
| 2.33% | 1.96% | $5.0M | 52,753 | $3.4M | 86,774 | -34,021-39.21% | Reduce |
 PALO ALTOPANW |
| 2.05% | 0.9% | $4.4M | 12,837 | $1.6M | 9,826 | +3,011+30.64% | Add |
 KLA CORPKLAC |
| 2.04% | 1.22% | $4.4M | 14,437 | $2.1M | 1,458 | +12,979+890.19% | Add |
| TTOWER SEMICONDUCTOR LTD SHS NEWTSEM |
| 2.03% | 1.68% | $4.3M | 16,653 | $2.9M | 16,793 | -140-0.83% | Reduce |
 MARVELL TECHNOLOGY INCMRVL |
| 2% | 1.44% | $4.3M | 14,333 | $2.5M | 25,504 | -11,171-43.80% | Reduce |
| OONTO INNOVATION INCONTO |
| 1.83% | 1.21% | $3.9M | 10,317 | $2.1M | 10,395 | -78-0.75% | Reduce |
 CLOUDFLARE INCNET |
| 1.77% | 1.83% | $3.8M | 15,460 | $3.2M | 15,577 | -117-0.75% | Reduce |
| CCARVANA CO CL ACVNA |
| 1.76% | 1.57% | $3.8M | 57,055 | $2.8M | 8,761 | +48,294+551.24% | Add |
 GE VERNOVA INCGEV |
| 1.73% | 1.82% | $3.7M | 3,147 | $3.2M | 3,658 | -511-13.97% | Reduce |
 QUANTA SVCS INCPWR |
| 1.7% | 1.76% | $3.6M | 5,031 | $3.1M | 5,649 | -618-10.94% | Reduce |
| DDUTCH BROS INCBROS |
| 1.55% | 1.33% | $3.3M | 46,123 | $2.3M | 46,242 | -119-0.26% | Reduce |
| GGLAUKOS CORP COMGKOS |
| 1.53% | 1.44% | $3.3M | 23,385 | $2.5M | 23,445 | -60-0.26% | Reduce |
| GGITLAB INCGTLB |
| 1.47% | 0.71% | $3.1M | 103,135 | $1.2M | 57,714 | +45,421+78.70% | Add |
 MONGODB INC CL AMDB |
| 1.42% | 1.26% | $3.0M | 9,002 | $2.2M | 9,029 | -27-0.30% | Reduce |
| IIMPINJ INCPI |
| 1.32% | 1.15% | $2.8M | 19,735 | $2.0M | 19,733 | +2+0.01% | Add |
| QQUICKLOGIC CORPQUIK |
| 1.32% | 1.34% | $2.8M | 140,746 | $2.4M | 250,547 | -109,801-43.82% | Reduce |
 SOFI TECHNOLOGIES INC COMSOFI |
| 1.3% | 1.07% | $2.8M | 155,252 | $1.9M | 118,017 | +37,235+31.55% | Add |
 MOBILEYE GLOBAL INCMBLY |
| 1.29% | 0.79% | $2.8M | 284,206 | $1.4M | 201,864 | +82,342+40.79% | Add |
 SYMBOTIC INC CLASS A COMSYM |
| 1.28% | 1.22% | $2.7M | 60,700 | $2.2M | 40,457 | +20,243+50.04% | Add |
 ALKAMI TECHNOLOGY INCALKT |
| 1.27% | 1.33% | $2.7M | 149,276 | $2.3M | 149,610 | -334-0.22% | Reduce |
| BBILL HOLDINGS INCBILL |
| 1.26% | 1.18% | $2.7M | 74,571 | $2.1M | 54,181 | +20,390+37.63% | Add |
 Nice Ltd ADRNICE |
| 1.24% | 1.13% | $2.6M | 29,077 | $2.0M | 17,995 | +11,082+61.58% | Add |
 MAIN STR CAP CORPMAIN |
| 1.23% | 1.51% | $2.6M | 50,728 | $2.7M | 50,079 | +649+1.30% | Add |
 BOOT BARN HLDGS INCBOOT |
| 1.23% | 1.12% | $2.6M | 15,994 | $2.0M | 13,410 | +2,584+19.27% | Add |
| SSERVICETITAN INC SHS CL ATTAN |
| 1.22% | 1.31% | $2.6M | 36,927 | $2.3M | 36,400 | +527+1.45% | Add |
| EEVERPURE INC CL AEVPR |
| 1.2% | 1.1% | $2.6M | 32,629 | $1.9M | 32,696 | -67-0.20% | Reduce |
 MONOLITHIC PWR SYS INCMPWR |
| 1.19% | 1.15% | $2.6M | 1,846 | $2.0M | 1,855 | -9-0.49% | Reduce |
 HERCULES CAPITAL INCHTGC |
| 1.19% | 1.33% | $2.5M | 160,722 | $2.3M | 158,491 | +2,231+1.41% | Add |
 ARES CAPITALARCC |
| 1.18% | 1.38% | $2.5M | 136,284 | $2.4M | 134,528 | +1,756+1.31% | Add |
 KORNIT DIGITAL LTDKRNT |
| 1.17% | 1.41% | $2.5M | 153,866 | $2.5M | 154,150 | -284-0.18% | Reduce |
| CCBIZ INCCBZ |
| 1.12% | 0.69% | $2.4M | 74,318 | $1.2M | 45,297 | +29,021+64.07% | Add |
 IDEXX LABS INC COMIDXX |
| 1.11% | 1.15% | $2.4M | 4,504 | $2.0M | 3,594 | +910+25.32% | Add |
| CCLEARPOINT NEURO INCCLPT |
| 1.1% | 0.68% | $2.4M | 132,009 | $1.2M | 131,901 | +108+0.08% | Add |
 CAMTEK LTDCAMT |
| 1.1% | 1.25% | $2.4M | 14,430 | $2.2M | 14,465 | -35-0.24% | Reduce |
 AMPHENOL CORPAPH |
| 1.1% | 0.97% | $2.3M | 13,324 | $1.7M | 13,506 | -182-1.35% | Reduce |
 EQUINIX INCEQIX |
| 1.1% | 1.3% | $2.3M | 2,250 | $2.3M | 2,323 | -73-3.14% | Reduce |
| MMONDAY COM LTDMNDY |
| 1.08% | 1.16% | $2.3M | 31,949 | $2.0M | 29,556 | +2,393+8.10% | Add |
 PROCEPT BIOROBOTICS CORPPRCT |
| 1.07% | 1.26% | $2.3M | 101,572 | $2.2M | 88,708 | +12,864+14.50% | Add |
 DIGITAL RLTY TR INC COMDLR |
| 1.07% | 1.35% | $2.3M | 12,752 | $2.4M | 13,151 | -399-3.03% | Reduce |
 DEXCOM INCDXCM |
| 1.06% | 1.2% | $2.3M | 33,522 | $2.1M | 33,517 | +5+0.01% | Add |
 RYMAN HOSPITALITY PPTYS INCRHP |
| 1.05% | 0.95% | $2.3M | 17,533 | $1.7M | 18,105 | -572-3.16% | Reduce |
 TRADEWEB MKTS INCTW |
| 1.04% | 1.5% | $2.2M | 22,395 | $2.6M | 22,437 | -42-0.19% | Reduce |
| TTOAST INC CL ATOST |
| 1.04% | 1.2% | $2.2M | 79,581 | $2.1M | 79,518 | +63+0.08% | Add |
 VITAL FARMS INCVITL |
| 1.03% | 0.72% | $2.2M | 188,784 | $1.3M | 89,972 | +98,812+109.83% | Add |
 ONEMAIN HLDGS INCOMF |
| 1% | 1.08% | $2.1M | 35,145 | $1.9M | 35,339 | -194-0.55% | Reduce |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.99% | 1.35% | $2.1M | 18,143 | $2.4M | 16,254 | +1,889+11.62% | Add |
| FFIGMA INCFIG |
| 0.99% | — | $2.1M | 116,599 | $0 | 0 | +116,599 | New Buy |
| PPROCORE TECHNOLOGIES INCPCOR |
| 0.96% | 1.29% | $2.1M | 50,483 | $2.3M | 39,670 | +10,813+27.26% | Add |
