 AFFIRM HLDGS INC COM CL AAFRM |
| 6.79% | 5.39% | $125.4M | 1.5M | $76.2M | 1.7M | -124,485-7.49% | Reduce |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 5.91% | 3.93% | $109.2M | 401,503 | $55.6M | 591,990 | -190,487-32.18% | Reduce |
| SSAMSARA INC CLASS AIOT |
| 5.42% | 6.61% | $100.1M | 3.1M | $93.4M | 2.9M | +139,009+4.72% | Add |
| AAAON INCAAON |
| 5.33% | 5.03% | $98.5M | 776,629 | $71.1M | 858,840 | -82,211-9.57% | Reduce |
| AAPPLOVIN CORPAPP |
| 5.33% | 4.69% | $98.4M | 191,028 | $66.3M | 166,557 | +24,471+14.69% | Add |
 FAIR ISAAC CORPFICO |
| 4.85% | 4.26% | $89.5M | 74,948 | $60.2M | 56,350 | +18,598+33.00% | Add |
 SHIFT4 PMTS INCFOUR |
| 4.83% | 5.42% | $89.2M | 1.8M | $76.6M | 1.8M | +82,663+4.72% | Add |
 SNOWFLAKE INC COM SHSSNOW |
| 4.55% | 3.76% | $84.0M | 330,011 | $53.1M | 352,268 | -22,257-6.32% | Reduce |
 ILLUMINA INCILMN |
| 4.37% | 2.84% | $80.7M | 458,767 | $40.1M | 325,049 | +133,718+41.14% | Add |
 COSTAR GROUP INCCSGP |
| 4.13% | 3.17% | $76.3M | 2.7M | $44.8M | 1.1M | +1.6M+142.50% | Add |
 MONGODB INC CL AMDB |
| 4.06% | 4.39% | $75.0M | 223,226 | $62.0M | 253,174 | -29,948-11.83% | Reduce |
| DDOORDASH INCDASH |
| 3.98% | 3.17% | $73.5M | 398,484 | $44.8M | 298,176 | +100,308+33.64% | Add |
| CCHIME FINL INCCHYM |
| 3.78% | 1.72% | $69.8M | 3.4M | $24.3M | 1.3M | +2.1M+162.59% | Add |
| GGLOBAL E ONLINE LTDGLBE |
| 3.68% | 4.23% | $68.0M | 2.0M | $59.8M | 1.9M | +20,610+1.06% | Add |
 HUBSPOT INCHUBS |
| 3.67% | 5.42% | $67.8M | 371,365 | $76.6M | 313,922 | +57,443+18.30% | Add |
| CCARVANA CO CL ACVNA |
| 3.54% | 3.73% | $65.3M | 992,632 | $52.6M | 167,391 | +825,241+493.00% | Add |
 MEDPACE HLDGS INCMEDP |
| 3.45% | 1.9% | $63.7M | 120,365 | $26.8M | 55,755 | +64,610+115.88% | Add |
| QQXO INCQXO |
| 3.41% | — | $63.0M | 3.6M | $0 | 0 | +3.6M | New Buy |
 CADENCE DESIGN SYSTEM INC COMAYI |
| 3.2% | 4.59% | $59.1M | 157,335 | $64.8M | 233,347 | -76,012-32.57% | Reduce |
| AASCENDIS PHARMA A/S SPONSORED ADRASND |
| 3.11% | 5.96% | $57.5M | 215,398 | $84.2M | 367,972 | -152,574-41.46% | Reduce |
| MMKS INC.MKSI |
| 2.85% | — | $52.7M | 118,526 | $0 | 0 | +118,526 | New Buy |
 LOAR HOLDINGS INCLOAR |
| 2.67% | 2.37% | $49.3M | 611,657 | $33.5M | 584,133 | +27,524+4.71% | Add |
| AAPI GROUP CORP COM STKAPG |
| 2.67% | 3.65% | $49.2M | 1.2M | $51.5M | 1.3M | -108,291-8.52% | Reduce |
| PPROCORE TECHNOLOGIES INCPCOR |
| 2.32% | 4.06% | $42.8M | 1.1M | $57.3M | 1.0M | +47,537+4.73% | Add |
| FFORGENT POWER SOLUTIONS INCFPS |
| 2.13% | — | $39.4M | 705,361 | $0 | 0 | +705,361 | New Buy |
