| TTERAWULF INC COMWULF |
| 18.28% | 14.5% | $66.6M | 2.7M | $42.6M | 3.0M | -254,900-8.64% | Reduce |
| CCARDINAL INFRASTRUCTURE GROUCDNL |
| 11.58% | 4.3% | $42.2M | 447,655 | $12.6M | 318,000 | +129,655+40.77% | Add |
 CONSTRUCTION PARTNERS INCROAD |
| 9.72% | 7.76% | $35.4M | 298,118 | $22.8M | 205,000 | +93,118+45.42% | Add |
| BBBB FOODS INCTBBB |
| 8.88% | 8.62% | $32.3M | 775,574 | $25.3M | 715,000 | +60,574+8.47% | Add |
| LLEGENCE CORPLGN |
| 8.48% | 9.82% | $30.9M | 362,199 | $28.8M | 510,700 | -148,501-29.08% | Reduce |
| TTALEN ENERGY CORPTLN |
| 5.74% | 6.8% | $20.9M | 54,400 | $20.0M | 62,502 | -8,102-12.96% | Reduce |
| CCIPHER DIGITAL INCCIFR |
| 5.19% | 3.41% | $18.9M | 771,283 | $10.0M | 777,000 | -5,717-0.74% | Reduce |
 AERCAP HOLDINGS NV SHSAER |
| 5.12% | 7.67% | $18.6M | 127,802 | $22.5M | 164,000 | -36,198-22.07% | Reduce |
 ALPHABET INCGOOGL |
| 4.22% | 2.58% | $15.4M | 42,968 | $7.6M | 26,352 | +16,616+63.05% | Add |
| HHUT 8 CORPHUT |
| 4.13% | 2.39% | $15.0M | 130,339 | $7.0M | 149,800 | -19,461-12.99% | Reduce |
| SSTERLING INFRASTRUCTURE INCSTRL |
| 3.96% | 3.68% | $14.4M | 17,196 | $10.8M | 26,500 | -9,304-35.11% | Reduce |
| SSTEPSTONE GROUP INCSTEP |
| 3.41% | 3.86% | $12.4M | 300,000 | $11.3M | 237,216 | +62,784+26.47% | Add |
 FLOWSERVE CORPFLS |
| 2.91% | 6.26% | $10.6M | 143,000 | $18.4M | 250,000 | -107,000-42.80% | Reduce |
| SSUNCRETE INCRMIX |
| 1.78% | — | $6.5M | 288,104 | $0 | 0 | +288,104 | New Buy |
 CAMECO CORPCCJ |
| 1.52% | 1.14% | $5.5M | 54,347 | $3.4M | 30,833 | +23,514+76.26% | Add |
| MMarex Group LtdMRX |
| 1.32% | 3.05% | $4.8M | 79,037 | $9.0M | 200,996 | -121,959-60.68% | Reduce |
| CCOMFORT SYS USA INCFIX |
| 1.32% | 3.95% | $4.8M | 2,417 | $11.6M | 8,400 | -5,983-71.23% | Reduce |
| DDYCOM INDS INCDY |
| 1.27% | — | $4.6M | 9,160 | $0 | 0 | +9,160 | New Buy |
| AAPPLIED AEROSPACE & DEFENSEAADX |
| 0.92% | — | $3.3M | 146,787 | $0 | 0 | +146,787 | New Buy |
| CCARVANA CO CL ACVNA |
| 0.24% | 1.29% | $876,459 | 13,316 | $3.8M | 12,000 | +1,316+10.97% | Add |
