| EEMBRAER S.A.FGM |
| 9.34% | 8.31% | $14.9M | 233,608 | $15.5M | 260,608 | -27,000-10.36% | Reduce |
 ALIBABA GROUP HLDG LTDBABA |
| 5.84% | 7.93% | $9.3M | 97,200 | $14.8M | 117,600 | -20,400-17.35% | Reduce |
 LAUREATE ED INCLAUR |
| 5.14% | 5.02% | $8.2M | 226,005 | $9.3M | 268,005 | -42,000-15.67% | Reduce |
| SSamsung Electronics Co LtdSSNHZ |
| 5.12% | 2.57% | $8.2M | 1,515 | $4.8M | 1,685 | -170-10.09% | Reduce |
 PRICESMART INCPSMT |
| 5.07% | 1.08% | $8.1M | 41,400 | $2.0M | 13,300 | +28,100+211.28% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 4.79% | 2.64% | $7.6M | 16,000 | $4.9M | 14,560 | +1,440+9.89% | Add |
| CCOMFORT SYS USA INCFIX |
| 3.48% | 2.96% | $5.5M | 2,800 | $5.5M | 4,000 | -1,200-30.00% | Reduce |
 VIKING HOLDINGS LTD ORD SHSVIK |
| 2.97% | 2.04% | $4.7M | 45,300 | $3.8M | 51,700 | -6,400-12.38% | Reduce |
| SSTONEX GROUP INCSNEX |
| 2.87% | 2.73% | $4.6M | 58,050 | $5.1M | 63,000 | -4,950-7.86% | Reduce |
 VERTIV HOLDINGS COVRT |
| 2.87% | 2.14% | $4.6M | 13,700 | $4.0M | 15,900 | -2,200-13.84% | Reduce |
 AXOGEN INCAXGN |
| 2.86% | 1.55% | $4.6M | 98,700 | $2.9M | 87,000 | +11,700+13.45% | Add |
 NATERA INCNTRA |
| 2.72% | 1.69% | $4.3M | 16,000 | $3.1M | 15,700 | +300+1.91% | Add |
| RRBC BEARINGS INCRBC |
| 2.57% | 1.28% | $4.1M | 6,360 | $2.4M | 4,400 | +1,960+44.55% | Add |
 BROADCOM INCAVGO |
| 2.55% | 2.27% | $4.1M | 10,800 | $4.2M | 13,680 | -2,880-21.05% | Reduce |
| SSOLARIS ENERGY INFRAS INCSEI |
| 2.49% | — | $4.0M | 49,500 | $0 | 0 | +49,500 | New Buy |
 ALPHABET INCGOOGL |
| 2.48% | 2.01% | $4.0M | 11,100 | $3.7M | 13,000 | -1,900-14.62% | Reduce |
 ARISTA NETWORKS INCANET |
| 2.48% | 1.76% | $4.0M | 23,300 | $3.3M | 26,700 | -3,400-12.73% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 2.44% | 1.69% | $3.9M | 19,500 | $3.1M | 18,000 | +1,500+8.33% | Add |
| SSANDISK CORP COMSNDK |
| 2.42% | — | $3.9M | 1,700 | $0 | 0 | +1,700 | New Buy |
 CONSTRUCTION PARTNERS INCROAD |
| 2.17% | 2.04% | $3.5M | 29,200 | $3.8M | 34,200 | -5,000-14.62% | Reduce |
 WOODWARD INCWWD |
| 2.16% | 1.79% | $3.4M | 8,100 | $3.3M | 9,300 | -1,200-12.90% | Reduce |
| DDYCOM INDS INCDY |
| 2.12% | 1.38% | $3.4M | 6,680 | $2.6M | 7,560 | -880-11.64% | Reduce |
| RRAMBUS INC DELRMBS |
| 2.02% | — | $3.2M | 24,300 | $0 | 0 | +24,300 | New Buy |
| AASE TECHNOLOGY HLDG CO LTDASX |
| 1.98% | — | $3.2M | 70,000 | $0 | 0 | +70,000 | New Buy |
 FIRSTCASH HOLDINGS INCFCFS |
| 1.95% | 1.29% | $3.1M | 14,400 | $2.4M | 12,800 | +1,600+12.50% | Add |
 XPO INCXPO |
| 1.86% | — | $3.0M | 14,500 | $0 | 0 | +14,500 | New Buy |
| AAPI GROUP CORP COM STKAPG |
| 1.74% | — | $2.8M | 65,700 | $0 | 0 | +65,700 | New Buy |
 BAKER HUGHES COMPANYBKR |
| 1.71% | — | $2.7M | 49,300 | $0 | 0 | +49,300 | New Buy |
| UUNITED MICROELECTRONICS CORPUMC |
| 1.7% | — | $2.7M | 100,000 | $0 | 0 | +100,000 | New Buy |
 OKTA INC CLASS AOKTA |
| 1.5% | — | $2.4M | 17,500 | $0 | 0 | +17,500 | New Buy |
| CCARPENTER TECHNOLOGY CORPCRS |
| 1.3% | — | $2.1M | 3,360 | $0 | 0 | +3,360 | New Buy |
| KKB FINL GROUP INCKB |
| 1.25% | — | $2.0M | 19,000 | $0 | 0 | +19,000 | New Buy |
 LEONARDO DRS INCDRS |
| 1.25% | — | $2.0M | 46,600 | $0 | 0 | +46,600 | New Buy |
 PALANTIR TECHNOLOGIES INCPLTR |
| 1.1% | — | $1.7M | 15,000 | $0 | 0 | +15,000 | New Buy |
 ICICI BANK LIMITEDIBN |
| 0.96% | 0.44% | $1.5M | 52,600 | $818,440 | 31,600 | +21,000+66.46% | Add |
| SSTATE BANK OF INDIASBKFF |
| 0.84% | — | $1.3M | 12,299 | $0 | 0 | +12,299 | New Buy |
| KKARMAN HLDGS INCKRMN |
| 0.82% | 2.17% | $1.3M | 26,200 | $4.0M | 50,400 | -24,200-48.02% | Reduce |
| CCOLUMBIA ETF TR II INDIA CONSMR ETFINCO |
| 0.63% | 0.5% | $1.0M | 16,955 | $932,016 | 16,955 | 00.00% | Unchanged |
| IISHARES MSCI INDIA ETFINDA |
| 0.44% | 0.26% | $705,635 | 14,287 | $481,843 | 10,287 | +4,000+38.88% | Add |
