 CRANE COMPANYCR |
| 7.61% | 7.1% | $79.2M | 355,000 | $61.5M | 359,520 | -4,520-1.26% | Reduce |
 XPO INCXPO |
| 6.91% | 7.57% | $71.9M | 350,100 | $65.5M | 336,700 | +13,400+3.98% | Add |
 AMAZON COM INCAMZN |
| 6.87% | 6.5% | $71.5M | 300,000 | $56.2M | 270,000 | +30,000+11.11% | Add |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 5.65% | 4.88% | $58.7M | 235,000 | $42.3M | 214,000 | +21,000+9.81% | Add |
 JOHNSON CONTROLS INTERNATIONJCI |
| 5.62% | 1.39% | $58.4M | 400,000 | $12.0M | 92,000 | +308,000+334.78% | Add |
 GE VERNOVA INCGEV |
| 5.42% | 6.05% | $56.4M | 48,000 | $52.4M | 60,000 | -12,000-20.00% | Reduce |
 LOAR HOLDINGS INCLOAR |
| 5.35% | 4.6% | $55.6M | 690,000 | $39.8M | 695,000 | -5,000-0.72% | Reduce |
| RRBC BEARINGS INCRBC |
| 4.95% | 3.76% | $51.5M | 80,000 | $32.6M | 60,000 | +20,000+33.33% | Add |
| AAlphabet Inc Class CGOOG |
| 4.92% | 5.47% | $51.2M | 145,000 | $47.3M | 165,000 | -20,000-12.12% | Reduce |
 WOODWARD INCWWD |
| 4.91% | 4.15% | $51.1M | 120,000 | $35.9M | 100,360 | +19,640+19.57% | Add |
 GE AEROSPACEGE |
| 4.63% | 4.38% | $48.2M | 129,000 | $37.9M | 133,530 | -4,530-3.39% | Reduce |
 HILTON WORLDWIDE HLDGS INCHLT |
| 3.81% | 4.32% | $39.7M | 120,000 | $37.4M | 123,040 | -3,040-2.47% | Reduce |
| DDPC HOLDINGS PLCDPC |
| 3.77% | — | $39.2M | 800,000 | $0 | 0 | +800,000 | New Buy |
 FERRARI N V COMRACE |
| 3.76% | 3.91% | $39.1M | 105,000 | $33.8M | 100,000 | +5,000+5.00% | Add |
 UNION PAC CORPUNP |
| 3.4% | 3.33% | $35.4M | 130,000 | $28.8M | 118,730 | +11,270+9.49% | Add |
 MARTIN MARIETTA MATLS INCMLM |
| 3.33% | 6.19% | $34.6M | 60,000 | $53.6M | 91,000 | -31,000-34.07% | Reduce |
| AAPI GROUP CORP COM STKAPG |
| 3.05% | 3.51% | $31.8M | 750,000 | $30.4M | 750,000 | 00.00% | Unchanged |
 HEICO CORP NEWHEI |
| 2.74% | 2.38% | $28.5M | 80,000 | $20.6M | 75,000 | +5,000+6.67% | Add |
 JAMES HARDIE INDS PLC ORD SHSJHX |
| 2.52% | 0.17% | $26.2M | 1.0M | $1.4M | 76,300 | +923,700+1,210.62% | Add |
 INTERACTIVE BROKERS GROUP INC COM CL AIBKR |
| 2.09% | 1.7% | $21.7M | 249,500 | $14.7M | 219,375 | +30,125+13.73% | Add |
 SPOTIFY TECHNOLOGY S A SHSSPOT |
| 1.77% | 2.41% | $18.4M | 40,000 | $20.9M | 43,000 | -3,000-6.98% | Reduce |
| SSPACE EXPLORATION TECHN CORPSPCX |
| 1.64% | — | $17.1M | 100,000 | $0 | 0 | +100,000 | New Buy |
 META PLATFORMS INCMETA |
| 1.58% | 0.33% | $16.4M | 29,100 | $2.9M | 5,000 | +24,100+482.00% | Add |
| CCEREBRAS SYS INC CLASS ACBRS |
| 1.38% | — | $14.3M | 64,776 | $0 | 0 | +64,776 | New Buy |
 NETFLIX INCNFLX |
| 1.17% | 2.89% | $12.1M | 170,000 | $25.0M | 260,000 | -90,000-34.62% | Reduce |
 SHERWIN WILLIAMS COSHW |
| 0.99% | 2.59% | $10.3M | 30,000 | $22.4M | 70,000 | -40,000-57.14% | Reduce |
| OOREILLY AUTOMOTIVE INC COMORLY |
| 0.18% | 2.35% | $1.8M | 20,000 | $20.3M | 220,000 | -200,000-90.91% | Reduce |
