 ANALOG DEVICES INC COMADI |
| 8.77% | — | $288.8M | 727,200 | $0 | 0 | +727,200 | New Buy |
 JABIL INCJBL |
| 4.09% | 3.8% | $134.7M | 349,400 | $86.1M | 324,200 | +25,200+7.77% | Add |
 3M CO COMMMM |
| 4.07% | — | $134.1M | 828,400 | $0 | 0 | +828,400 | New Buy |
 TEXAS INSTRS INCTXN |
| 3.92% | — | $129.2M | 433,600 | $0 | 0 | +433,600 | New Buy |
| FFLEX LTDFLEX |
| 3.57% | 2.39% | $117.5M | 725,000 | $54.2M | 828,400 | -103,400-12.48% | Reduce |
| IISHARES TRMTUM |
| 2.98% | — | $98.2M | 286,400 | $0 | 0 | +286,400 | New Buy |
 ECOLAB INCECL |
| 2.7% | 1.2% | $88.9M | 319,200 | $27.3M | 102,600 | +216,600+211.11% | Add |
 NVIDIA CORPORATIONNVDA |
| 2.44% | 2.96% | $80.5M | 402,200 | $67.2M | 385,300 | +16,900+4.39% | Add |
 CISCO SYS INCCSCO |
| 2.42% | 5.45% | $79.8M | 679,800 | $123.6M | 1.6M | -913,200-57.33% | Reduce |
 BAKER HUGHES COMPANYBKR |
| 2.13% | 0.38% | $70.0M | 1.3M | $8.5M | 140,000 | +1.1M+801.07% | Add |
| DDYNATRACE INCDT |
| 1.9% | — | $62.4M | 1.4M | $0 | 0 | +1.4M | New Buy |
 BORGWARNER INCBWA |
| 1.85% | 2.05% | $60.9M | 916,600 | $46.6M | 858,200 | +58,400+6.80% | Add |
| RRALLIANT CORP COMRAL |
| 1.81% | — | $59.6M | 809,400 | $0 | 0 | +809,400 | New Buy |
 SALESFORCE INCCRM |
| 1.8% | — | $59.4M | 379,400 | $0 | 0 | +379,400 | New Buy |
 VISA INCV |
| 1.8% | — | $59.1M | 172,400 | $0 | 0 | +172,400 | New Buy |
 KEYSIGHT TECHNOLOGIES INCKEYS |
| 1.78% | 2.64% | $58.7M | 167,600 | $59.9M | 212,000 | -44,400-20.94% | Reduce |
 LOWES COS INC COMLOW |
| 1.78% | — | $58.5M | 265,200 | $0 | 0 | +265,200 | New Buy |
 PALO ALTOPANW |
| 1.68% | 1.49% | $55.2M | 161,800 | $33.7M | 210,400 | -48,600-23.10% | Reduce |
 LITTELFUSE INCLFUS |
| 1.63% | — | $53.8M | 118,200 | $0 | 0 | +118,200 | New Buy |
 ADVANCED MICRO DEVICES INCAMD |
| 1.56% | — | $51.4M | 88,500 | $0 | 0 | +88,500 | New Buy |
 DANAHER CORP DEL COMDHR |
| 1.55% | — | $51.1M | 268,500 | $0 | 0 | +268,500 | New Buy |
| AAPI GROUP CORP COM STKAPG |
| 1.55% | 0.9% | $51.1M | 1.2M | $20.3M | 501,600 | +705,600+140.67% | Add |
 F5 INCFFIV |
| 1.49% | — | $49.1M | 118,000 | $0 | 0 | +118,000 | New Buy |
 DATADOG INCDDOG |
| 1.44% | 1.27% | $47.4M | 182,000 | $28.8M | 243,600 | -61,600-25.29% | Reduce |
 CLOUDFLARE INCNET |
| 1.4% | 1.43% | $46.1M | 188,000 | $32.5M | 157,400 | +30,600+19.44% | Add |
 CROWDSTRIKE HLDGS INCCRWD |
| 1.36% | 0.27% | $44.7M | 58,600 | $6.2M | 15,800 | +42,800+270.89% | Add |
| SSANMINA CORPSANM |
| 1.3% | — | $42.8M | 169,000 | $0 | 0 | +169,000 | New Buy |
 MONGODB INC CL AMDB |
| 1.3% | 0.91% | $42.7M | 127,200 | $20.6M | 84,000 | +43,200+51.43% | Add |
 SERVICENOW INCNOW |
| 1.23% | — | $40.5M | 407,700 | $0 | 0 | +407,700 | New Buy |
 ASML HLDG NVASML |
| 1.18% | 1.88% | $39.0M | 19,600 | $42.5M | 32,200 | -12,600-39.13% | Reduce |
 Varonis Systems, Inc.VRNS |
| 1.16% | 0.16% | $38.3M | 913,200 | $3.5M | 165,300 | +747,900+452.45% | Add |
| AATI INCATI |
| 1.16% | — | $38.0M | 193,000 | $0 | 0 | +193,000 | New Buy |
 ICON PUB LTD COICLR |
| 1.03% | — | $34.1M | 196,200 | $0 | 0 | +196,200 | New Buy |
| IISHARES MSCI TAIWAN ETFEWT |
| 1.01% | — | $33.2M | 305,400 | $0 | 0 | +305,400 | New Buy |
| RROLLINS INC COMROL |
| 0.99% | — | $32.7M | 783,600 | $0 | 0 | +783,600 | New Buy |
 S&P GLOBAL INCSPGI |
| 0.97% | 1.04% | $32.1M | 78,800 | $23.6M | 55,400 | +23,400+42.24% | Add |
| EELEMENT SOLUTIONS INCESI |
| 0.94% | — | $31.1M | 651,400 | $0 | 0 | +651,400 | New Buy |
 REPUBLIC SVCS INCRSG |
| 0.93% | — | $30.7M | 144,000 | $0 | 0 | +144,000 | New Buy |
 ILLINOIS TOOLITW |
| 0.9% | 0.8% | $29.5M | 109,200 | $18.2M | 69,800 | +39,400+56.45% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.88% | 0.23% | $29.0M | 103,200 | $5.2M | 21,500 | +81,700+380.00% | Add |
 WASTE CONNECTIONS INCWCN |
| 0.87% | — | $28.7M | 172,400 | $0 | 0 | +172,400 | New Buy |
 AXON ENTERPRISEAXON |
| 0.87% | — | $28.6M | 51,000 | $0 | 0 | +51,000 | New Buy |
 MASTERCARD INCORPORATEDMA |
| 0.84% | — | $27.6M | 53,800 | $0 | 0 | +53,800 | New Buy |
 CHECK POINT SOFTWARE TECH LTD ORDCHKP |
| 0.83% | 0.43% | $27.3M | 207,800 | $9.8M | 68,300 | +139,500+204.25% | Add |
 COGNIZANT TECHNOLOGY SOLUTIONS CL ACTSH |
| 0.77% | — | $25.3M | 654,500 | $0 | 0 | +654,500 | New Buy |
 ZSCALER INCZS |
| 0.72% | 0.47% | $23.6M | 167,400 | $10.6M | 75,500 | +91,900+121.72% | Add |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 0.7% | 0.34% | $22.9M | 91,800 | $7.7M | 39,200 | +52,600+134.18% | Add |
 GE VERNOVA INCGEV |
| 0.66% | 1.74% | $21.9M | 18,600 | $39.5M | 45,300 | -26,700-58.94% | Reduce |
 HSBC HLDGS PLC SPON ADR NEWHSBC |
| 0.65% | 0.38% | $21.6M | 211,600 | $8.6M | 100,600 | +111,000+110.34% | Add |
| CCARPENTER TECHNOLOGY CORPCRS |
| 0.64% | 2.32% | $21.2M | 34,400 | $52.6M | 133,400 | -99,000-74.21% | Reduce |
