 BOSTON SCIENTIFIC CORP COMBSX |
| 2.22% | 1.71% | $32.3M | 756,269 | $23.3M | 370,934 | +385,335+103.88% | Add |
 INTUITINTU |
| 2.05% | — | $29.8M | 114,377 | $0 | 0 | +114,377 | New Buy |
| FFISERV INCFISV |
| 1.93% | 1.54% | $28.1M | 573,594 | $21.1M | 377,913 | +195,681+51.78% | Add |
 EXXON MOBIL CORPXOM |
| 1.8% | 1.7% | $26.2M | 191,953 | $23.2M | 136,604 | +55,349+40.52% | Add |
 ALPHABET INCGOOGL |
| 1.65% | 1.7% | $24.0M | 67,328 | $23.2M | 80,590 | -13,262-16.46% | Reduce |
 DISNEY WALT CODIS |
| 1.58% | 1.02% | $23.0M | 239,469 | $13.9M | 144,509 | +94,960+65.71% | Add |
 CISCO SYS INCCSCO |
| 1.48% | — | $21.5M | 183,311 | $0 | 0 | +183,311 | New Buy |
 IDEXX LABS INC COMIDXX |
| 1.39% | 0.66% | $20.2M | 38,470 | $8.9M | 15,925 | +22,545+141.57% | Add |
 MERCADOLIBRE INC COMMELI |
| 1.34% | 0.45% | $19.5M | 11,469 | $6.1M | 3,526 | +7,943+225.27% | Add |
 META PLATFORMS INCMETA |
| 1.3% | — | $18.9M | 33,647 | $0 | 0 | +33,647 | New Buy |
 ROSS STORES INC COMROST |
| 1.28% | — | $18.7M | 87,716 | $0 | 0 | +87,716 | New Buy |
 SYNOPSYS INCSNPS |
| 1.26% | 1.03% | $18.4M | 41,280 | $14.1M | 35,524 | +5,756+16.20% | Add |
 TECHNIPFMC PLC COMFTI |
| 1.23% | 0.26% | $17.9M | 270,306 | $3.6M | 52,087 | +218,219+418.95% | Add |
 HEWLETT PACKARD ENTERPRISE CHPE |
| 1.21% | — | $17.6M | 389,859 | $0 | 0 | +389,859 | New Buy |
 LOCKHEED MARTIN CORPLMT |
| 1.2% | 1.56% | $17.5M | 34,450 | $21.3M | 35,264 | -814-2.31% | Reduce |
 L3HARRIS TECHNOLOGIES INCLHX |
| 1.17% | — | $17.1M | 58,802 | $0 | 0 | +58,802 | New Buy |
 GENERAL MTRS COGM |
| 1.14% | 1.26% | $16.6M | 214,984 | $17.2M | 231,336 | -16,352-7.07% | Reduce |
 LEIDOS HOLDINGS INC COMLDOS |
| 1.12% | 0.58% | $16.3M | 158,116 | $7.9M | 50,671 | +107,445+212.04% | Add |
| BBARRICK MNG CORPGOLD |
| 1.11% | 1.69% | $16.2M | 439,972 | $23.0M | 564,059 | -124,087-22.00% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 1.1% | — | $16.0M | 27,596 | $0 | 0 | +27,596 | New Buy |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 1.08% | 0.01% | $15.8M | 36,572 | $200,451 | 1,221 | +35,351+2,895.25% | Add |
 CVS HEALTH CORPCVS |
| 1.07% | 0.03% | $15.6M | 150,782 | $420,519 | 5,856 | +144,926+2,474.83% | Add |
 KEYSIGHT TECHNOLOGIES INCKEYS |
| 1.01% | — | $14.8M | 42,177 | $0 | 0 | +42,177 | New Buy |
 SUNCOR ENERGY INC NEWSU |
| 1.01% | 0.21% | $14.7M | 274,448 | $2.9M | 43,619 | +230,829+529.19% | Add |
 WARNER BROS DISCOVERY INCWBD |
| 1.01% | 1.08% | $14.7M | 553,687 | $14.8M | 538,855 | +14,832+2.75% | Add |
 BLACKROCK INC COMBLK |
| 0.99% | 0.72% | $14.5M | 15,068 | $9.8M | 10,200 | +4,868+47.73% | Add |
 THE TRADE DESK INCTTD |
| 0.96% | 0.99% | $14.0M | 774,907 | $13.5M | 593,456 | +181,451+30.58% | Add |
| BBITMINE IMMERSION TECHS INCBMNR |
| 0.93% | 0.75% | $13.5M | 1.0M | $10.2M | 517,463 | +498,864+96.41% | Add |
| EE L F BEAUTY INCELF |
| 0.92% | 0.33% | $13.4M | 181,836 | $4.5M | 74,973 | +106,863+142.54% | Add |
| FFLEX LTDFLEX |
| 0.92% | — | $13.4M | 82,478 | $0 | 0 | +82,478 | New Buy |
 UBER TECHNOLOGIES INCUBER |
| 0.87% | 0.74% | $12.6M | 174,874 | $10.1M | 140,570 | +34,304+24.40% | Add |
 COSTAR GROUP INCCSGP |
| 0.86% | 0.74% | $12.6M | 443,586 | $10.2M | 252,068 | +191,518+75.98% | Add |
 NXP SEMICONDUCTORS N VNXPI |
| 0.84% | — | $12.3M | 43,796 | $0 | 0 | +43,796 | New Buy |
 CHECK POINT SOFTWARE TECH LTD ORDCHKP |
| 0.84% | 0.34% | $12.2M | 92,938 | $4.6M | 32,065 | +60,873+189.84% | Add |
 MORGAN STANLEYMS |
| 0.83% | 0.17% | $12.1M | 57,981 | $2.3M | 14,069 | +43,912+312.12% | Add |
 OSCAR HEALTH INCOSCR |
| 0.82% | — | $12.0M | 419,030 | $0 | 0 | +419,030 | New Buy |
| QQUALCOMM INCQCOM |
| 0.82% | — | $11.9M | 64,638 | $0 | 0 | +64,638 | New Buy |
| CCANADIAN NAT RES LTDCNQ |
| 0.78% | 0.66% | $11.4M | 288,456 | $9.1M | 186,005 | +102,451+55.08% | Add |
 HUNTINGTON INGALLS INDS INC COMHII |
| 0.78% | 0.19% | $11.4M | 40,642 | $2.6M | 6,808 | +33,834+496.97% | Add |
 INTERCONTINENTAL EXCHANGE INC COMICE |
| 0.77% | 0.06% | $11.3M | 91,406 | $795,252 | 5,055 | +86,351+1,708.23% | Add |
 ROBLOX CORP CL ARBLX |
| 0.76% | 1.17% | $11.0M | 202,316 | $16.0M | 282,680 | -80,364-28.43% | Reduce |
| SSEMTECH CORPSMTC |
| 0.72% | — | $10.4M | 64,439 | $0 | 0 | +64,439 | New Buy |
 UNITEDHEALTH GROUP INCUNH |
| 0.71% | 0.96% | $10.3M | 24,857 | $13.1M | 48,314 | -23,457-48.55% | Reduce |
| RRIOT PLATFORMS INCRIOT |
| 0.71% | — | $10.3M | 375,850 | $0 | 0 | +375,850 | New Buy |
 SOFI TECHNOLOGIES INC COMSOFI |
| 0.71% | 1.7% | $10.3M | 573,250 | $23.2M | 1.5M | -886,504-60.73% | Reduce |
 MARVELL TECHNOLOGY INCMRVL |
| 0.7% | — | $10.2M | 34,370 | $0 | 0 | +34,370 | New Buy |
 TE CONNECTIVITY PLC ORD SHSTEL |
| 0.7% | 1.15% | $10.2M | 50,478 | $15.7M | 75,064 | -24,586-32.75% | Reduce |
| HHECLA MINING COMPANYHL |
| 0.68% | 0.51% | $9.9M | 640,524 | $7.0M | 375,434 | +265,090+70.61% | Add |
 XYLEM INCXYL |
| 0.67% | 0.56% | $9.8M | 82,522 | $7.6M | 63,589 | +18,933+29.77% | Add |
 LAS VEGAS SANDS CORP COMLVS |
| 0.66% | 0.14% | $9.7M | 209,530 | $1.9M | 34,387 | +175,143+509.33% | Add |
