| RRBC BEARINGS INCRBC |
| 10.7% | 12.72% | $1.10B | 1.7M | $1.24B | 2.3M | -566,715-24.90% | Reduce |
| DDOORDASH INCDASH |
| 7.46% | 6.61% | $766.6M | 4.2M | $642.0M | 4.3M | -121,823-2.85% | Reduce |
| QQNITY ELECTRONICS INC COMMON STOCKQ |
| 7.23% | 6.04% | $743.6M | 4.6M | $587.1M | 5.1M | -534,694-10.51% | Reduce |
 FERGUSON ENTERPRISES INCFERG |
| 6.88% | 5.26% | $707.2M | 3.0M | $511.3M | 2.2M | +787,760+35.94% | Add |
 MERCADOLIBRE INC COMMELI |
| 5.1% | 6.24% | $523.9M | 308,663 | $606.6M | 350,845 | -42,182-12.02% | Reduce |
| AAPI GROUP CORP COM STKAPG |
| 5% | 6.16% | $513.8M | 12.1M | $598.7M | 14.8M | -2.6M-17.89% | Reduce |
 XPO INCXPO |
| 4.84% | 5.88% | $497.8M | 2.4M | $571.2M | 2.9M | -511,015-17.41% | Reduce |
| CCARVANA CO CL ACVNA |
| 4.3% | 3.22% | $442.4M | 6.7M | $313.0M | 995,741 | +5.7M+574.96% | Add |
| MMADISON AIR SOLUTIONS CORP COM SHS CL AMAIR |
| 3.87% | — | $397.7M | 10.2M | $0 | 0 | +10.2M | New Buy |
 TWILIO INCTWLO |
| 3.7% | — | $380.9M | 1.8M | $0 | 0 | +1.8M | New Buy |
 AFFIRM HLDGS INC COM CL AAFRM |
| 3.51% | 2.66% | $360.9M | 4.4M | $258.9M | 5.6M | -1.2M-21.67% | Reduce |
| FFABRINETFN |
| 3.3% | 1.16% | $339.1M | 603,340 | $112.9M | 216,472 | +386,868+178.72% | Add |
| PPRIVIA HEALTH GROUP INCPRVA |
| 2.91% | 2.56% | $299.4M | 11.6M | $248.6M | 12.1M | -451,895-3.74% | Reduce |
 HSBC HLDGS PLC SPON ADR NEWHSBC |
| 2.91% | 2.9% | $299.2M | 2.9M | $282.1M | 3.3M | -354,028-10.76% | Reduce |
| CCRH PLCCRH |
| 2.77% | 1.6% | $285.2M | 2.7M | $155.3M | 1.5M | +1.2M+80.36% | Add |
 SHOPIFY INCSHOP |
| 2.59% | 1.19% | $266.7M | 2.3M | $115.3M | 971,814 | +1.4M+140.34% | Add |
 CLEAN HARBORS INCCLH |
| 2.59% | 3.1% | $266.6M | 892,405 | $301.3M | 1.1M | -158,568-15.09% | Reduce |
 ROCKET COS INC COM CL ARKT |
| 2.53% | 2.83% | $259.7M | 16.5M | $275.1M | 19.3M | -2.8M-14.59% | Reduce |
| VVSE CORPVSEC |
| 2.18% | 2.67% | $224.0M | 980,310 | $259.0M | 1.4M | -424,461-30.22% | Reduce |
 FLOWSERVE CORPFLS |
| 2.1% | 0.72% | $215.9M | 2.9M | $70.0M | 951,798 | +2.0M+205.84% | Add |
 SHIFT4 PMTS INCFOUR |
| 2.09% | 2.78% | $215.2M | 4.4M | $269.6M | 6.2M | -1.7M-28.26% | Reduce |
| WWARBY PARKER INCWRBY |
| 1.89% | 1.39% | $194.1M | 6.4M | $134.8M | 6.4M | 00.00% | Unchanged |
 OPTION CARE HEALTH INCOPCH |
| 1.26% | 2.49% | $129.3M | 6.2M | $242.0M | 9.0M | -2.8M-31.45% | Reduce |
| MMEDLINE INC COM CL AMDLN |
| 1.01% | 3.33% | $103.6M | 2.6M | $323.3M | 7.3M | -4.6M-63.84% | Reduce |
 XOMETRY INCXMTR |
| 0.95% | 0.02% | $98.0M | 1.0M | $2.3M | 55,405 | +959,571+1,731.92% | Add |
| WWIX COM LTD SHSWIX |
| 0.9% | 1.89% | $92.6M | 2.0M | $183.9M | 2.0M | 00.00% | Unchanged |
| GGOOSEHEAD INS INC CLASS AGSHD |
| 0.87% | 0.69% | $89.1M | 1.8M | $66.7M | 1.6M | +274,182+17.54% | Add |
 AURORA INNOVATION INC CLASS AAUR |
| 0.72% | 0.06% | $74.3M | 10.9M | $6.1M | 1.5M | +9.4M+632.78% | Add |
 COUPANG INC CLASS ACPNG |
| 0.66% | 2.5% | $67.4M | 3.9M | $242.9M | 12.9M | -9.0M-69.83% | Reduce |
| AANDERSEN GROUP INCANDG |
| 0.61% | 0.47% | $63.0M | 1.7M | $45.4M | 1.7M | 00.00% | Unchanged |
 APPLIED INDL TECHNOLOGIES INAIT |
| 0.53% | 0.81% | $54.8M | 162,070 | $78.7M | 296,601 | -134,531-45.36% | Reduce |
| EENTEGRIS INCENTG |
| 0.51% | 1.17% | $52.7M | 293,139 | $113.9M | 971,701 | -678,562-69.83% | Reduce |
| RROLLINS INC COMROL |
| 0.47% | — | $48.7M | 1.2M | $0 | 0 | +1.2M | New Buy |
| AAGILON HEALTH INCAGL |
| 0.46% | — | $47.2M | 440,642 | $0 | 0 | +440,642 | New Buy |
 BIO-TECHNE CORPTECH |
| 0.34% | 2.4% | $35.5M | 501,963 | $232.9M | 4.5M | -4.0M-88.74% | Reduce |
 CADENCE DESIGN SYSTEM INC COMAYI |
| 0.25% | 1.03% | $25.9M | 68,646 | $99.7M | 355,729 | -287,083-80.70% | Reduce |
