O ONTO INNOVATION INC ONTO
9.96% 10.1% $43.2M 114,253 $39.6M 193,253 -79,000 -40.88% Reduce POLARIS INC PII
8.34% 6.64% $36.2M 529,090 $26.0M 477,877 +51,213 +10.72% Add M MKS INC. MKSI
6.41% 5.01% $27.8M 62,501 $19.6M 85,501 -23,000 -26.90% Reduce BRUNSWICK CORP BC
5.57% 6.49% $24.2M 287,137 $25.4M 349,770 -62,633 -17.91% Reduce K KULICKE & SOFFA INDS INC KLIC
5.57% 5.31% $24.2M 180,828 $20.8M 316,887 -136,059 -42.94% Reduce ORION S.A. COM OEC
5.17% 5.91% $22.4M 3.4M $23.2M 3.6M -182,513 -5.12% Reduce LUMENTUM HLDGS INC LITE
5.16% 6.31% $22.4M 26,123 $24.8M 35,223 -9,100 -25.84% Reduce U ULTRA CLEAN HLDGS INC UCTT
5.11% 6.66% $22.2M 155,653 $26.1M 420,049 -264,396 -62.94% Reduce P PDF SOLUTIONS INC PDFS
5.02% 5.2% $21.8M 307,879 $20.4M 623,364 -315,485 -50.61% Reduce B BOX INC BOX
4.57% 3.84% $19.9M 748,049 $15.1M 638,049 +110,000 +17.24% Add VERTEX INC VERX
4.34% 3.62% $18.8M 1.6M $14.2M 1.2M +445,183 +37.23% Add R RXO INC RXO
4.21% 3.92% $18.3M 662,525 $15.4M 1.1M -390,000 -37.05% Reduce MASTERCRAFT BOAT HLDGS INC COM MCFT
4% 3.62% $17.4M 672,276 $14.2M 692,276 -20,000 -2.89% Reduce T TTM TECHNOLOGIES INC TTMI
3.99% 3.14% $17.3M 92,639 $12.3M 126,639 -34,000 -26.85% Reduce CALIX INC CALX
3.4% 4.25% $14.7M 395,163 $16.7M 340,163 +55,000 +16.17% Add W WEAVE COMMUNICATIONS INC COM WEAV
2.79% 2.17% $12.1M 2.0M $8.5M 1.8M +183,506 +9.97% Add A ADTRAN HOLDINGS INC ADTN
2.73% 5.67% $11.8M 851,526 $22.3M 1.8M -917,913 -51.88% Reduce C COMMERCE.COM INC COM SER 1 CMRC
2.14% 2.67% $9.3M 3.1M $10.5M 3.9M -784,051 -19.97% Reduce G GENTHERM INC THRM
1.8% 1.13% $7.8M 228,972 $4.4M 158,972 +70,000 +44.03% Add DINE BRANDS GLOBAL INC COM DIN
1.37% 1.62% $5.9M 165,637 $6.4M 242,267 -76,630 -31.63% Reduce C CALLAWAY GOLF CO CALY
1.29% — $5.6M 298,282 $0 0 +298,282 New Buy OXFORD INDS INC OXM
1.24% 0.21% $5.4M 154,388 $812,407 21,096 +133,292 +631.84% Add ZUMIEZ INC COM ZUMZ
1.19% 1.63% $5.1M 289,102 $6.4M 289,102 0 0.00% Unchanged N NLIGHT INC LASR
1.15% 1.28% $5.0M 71,446 $5.0M 88,314 -16,868 -19.10% Reduce V VIAVI SOLUTIONS INC VIAV
1.06% 1.11% $4.6M 96,353 $4.4M 131,353 -35,000 -26.65% Reduce F FABRINET FN
0.98% 1.01% $4.3M 7,570 $3.9M 7,570 0 0.00% Unchanged A ABERCROMBIE & FITCH CO ANF
0.92% 1.5% $4.0M 44,308 $5.9M 64,308 -20,000 -31.10% Reduce EVERQUOTE INC EVER
0.49% — $2.1M 90,000 $0 0 +90,000 New Buy 
