 APPLIED MATLS INCAMAT |
| 8.41% | 5.83% | $65.8M | 91,000 | $38.1M | 111,000 | -20,000-18.02% | Reduce |
 JABIL INCJBL |
| 7.39% | 7.2% | $57.8M | 150,000 | $47.0M | 177,000 | -27,000-15.25% | Reduce |
 CIENA CORPCIEN |
| 7.09% | 9.34% | $55.4M | 113,000 | $61.0M | 157,000 | -44,000-28.03% | Reduce |
 LUMENTUM HLDGS INCLITE |
| 5.82% | 5.75% | $45.5M | 53,000 | $37.6M | 53,000 | 00.00% | Unchanged |
 COHERENT CORPCOHR |
| 4.84% | 4.15% | $37.9M | 96,000 | $27.1M | 114,000 | -18,000-15.79% | Reduce |
| BBRINKER INTL INCEAT |
| 3.09% | 3.11% | $24.2M | 144,000 | $20.3M | 142,000 | +2,000+1.41% | Add |
 MOTOROLA SOLUTIONS INCMSI |
| 3.08% | 3.45% | $24.1M | 58,000 | $22.6M | 52,000 | +6,000+11.54% | Add |
 WEST PHARMACEUTICAL SVSC INCWST |
| 2.85% | 2.38% | $22.3M | 62,000 | $15.6M | 62,000 | 00.00% | Unchanged |
 JOHNSON CONTROLS INTERNATIONJCI |
| 2.84% | 3.03% | $22.2M | 152,000 | $19.8M | 151,000 | +1,000+0.66% | Add |
 TAPESTRY INCTPR |
| 2.83% | 2.97% | $22.1M | 151,000 | $19.4M | 138,000 | +13,000+9.42% | Add |
 TEXAS INSTRS INCTXN |
| 2.71% | 2.21% | $21.2M | 71,000 | $14.4M | 74,000 | -3,000-4.05% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 2.41% | 2.49% | $18.8M | 94,000 | $16.2M | 93,000 | +1,000+1.08% | Add |
 WATTS WATER TECHNOLOGIES INCWTS |
| 2.35% | 2.07% | $18.4M | 47,000 | $13.5M | 47,000 | 00.00% | Unchanged |
 HP INCHPQ |
| 2.34% | 2.44% | $18.3M | 835,000 | $15.9M | 829,000 | +6,000+0.72% | Add |
 IQVIA HLDGS INCIQV |
| 2.2% | 1.97% | $17.2M | 89,000 | $12.9M | 76,000 | +13,000+17.11% | Add |
 BOOKING HOLDINGS INC COMBKNG |
| 2.1% | 2.36% | $16.4M | 92,000 | $15.4M | 4,000 | +88,000+2,200.00% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 2.05% | 2.01% | $16.0M | 32,000 | $13.1M | 27,000 | +5,000+18.52% | Add |
| SSOMNIGROUP INTERNATIONAL INC COMSGI |
| 2.05% | 2.29% | $16.0M | 204,000 | $15.0M | 202,000 | +2,000+0.99% | Add |
| IINTEGER HLDGS CORPITGR |
| 1.92% | 2.15% | $15.0M | 161,000 | $14.0M | 159,000 | +2,000+1.26% | Add |
 CROCS INCCROX |
| 1.91% | 1.56% | $15.0M | 124,000 | $10.2M | 123,000 | +1,000+0.81% | Add |
 GLOBAL PMTS INC COMGPN |
| 1.9% | 1.84% | $14.9M | 205,000 | $12.0M | 178,000 | +27,000+15.17% | Add |
 UNITED RENTALS INCURI |
| 1.88% | 1.52% | $14.7M | 13,000 | $10.0M | 14,000 | -1,000-7.14% | Reduce |
 WARNER BROS DISCOVERY INCWBD |
| 1.76% | 2.16% | $13.8M | 517,000 | $14.1M | 513,000 | +4,000+0.78% | Add |
| NNVR INCNVR |
| 1.74% | 1.6% | $13.6M | 2,000 | $10.5M | 2,000 | 00.00% | Unchanged |
 APPLE INCAAPL |
| 1.7% | 1.59% | $13.3M | 46,000 | $10.4M | 41,000 | +5,000+12.20% | Add |
 ADOBE INC COMADBE |
| 1.6% | 1.42% | $12.5M | 61,000 | $9.3M | 38,000 | +23,000+60.53% | Add |
 ELEVANCE HEALTH INC FORMERLYELV |
| 1.48% | 1.16% | $11.6M | 30,000 | $7.6M | 26,000 | +4,000+15.38% | Add |
| AABERCROMBIE & FITCH COANF |
| 1.42% | 1.71% | $11.1M | 123,000 | $11.2M | 122,000 | +1,000+0.82% | Add |
 BIOGEN INCBIIB |
| 1.38% | 0.98% | $10.8M | 50,000 | $6.4M | 35,000 | +15,000+42.86% | Add |
 JACOBS SOLUTIONS INCJ |
| 1.32% | 1.58% | $10.3M | 82,000 | $10.3M | 81,000 | +1,000+1.23% | Add |
 AUTOZONE INCAZO |
| 1.23% | 1.71% | $9.6M | 3,000 | $11.2M | 3,000 | 00.00% | Unchanged |
 Ulta Beauty Inc Ordinary SharesULTA |
| 1.21% | 1.68% | $9.5M | 21,000 | $11.0M | 21,000 | 00.00% | Unchanged |
 ALIGN TECHNOLOGY INC COM USD0.0001ALGN |
| 1.21% | 1.21% | $9.4M | 56,000 | $7.9M | 46,000 | +10,000+21.74% | Add |
 OLD DOMINION FREIGHT LINE INODFL |
| 1.16% | 1.01% | $9.1M | 42,000 | $6.6M | 34,000 | +8,000+23.53% | Add |
 MOODYS CORPMCO |
| 1.04% | — | $8.2M | 18,000 | $0 | 0 | +18,000 | New Buy |
 ELECTRONIC ARTS INCEA |
| 0.94% | 1.1% | $7.4M | 36,000 | $7.2M | 35,000 | +1,000+2.86% | Add |
 NIKE INCNKE |
| 0.94% | 1.08% | $7.3M | 179,000 | $7.1M | 134,000 | +45,000+33.58% | Add |
 MICROSOFT CORPMSFT |
| 0.91% | 1.1% | $7.1M | 19,000 | $7.2M | 19,000 | 00.00% | Unchanged |
| AARHAUS INCARHS |
| 0.88% | 0.84% | $6.9M | 816,000 | $5.5M | 810,000 | +6,000+0.74% | Add |
| FFORTUNE BRANDS INNOVATIONS IFBIN |
| 0.86% | 0.73% | $6.8M | 123,000 | $4.8M | 122,000 | +1,000+0.82% | Add |
| QQUALCOMM INCQCOM |
| 0.76% | 0.89% | $5.9M | 32,000 | $5.8M | 45,000 | -13,000-28.89% | Reduce |
 FEDEX CORPFDX |
| 0.6% | 1.02% | $4.7M | 15,000 | $6.7M | 19,000 | -4,000-21.05% | Reduce |
| MMASTERBRAND INCMBC |
| 0.57% | 0.55% | $4.5M | 433,000 | $3.6M | 430,000 | +3,000+0.70% | Add |
| AAmentum Holdings Inc. Ordinary SharesAMTM |
| 0.46% | 0.69% | $3.6M | 173,000 | $4.5M | 172,000 | +1,000+0.58% | Add |
 FIRST SOLAR INC COMFSLR |
| 0.45% | 0.46% | $3.5M | 15,000 | $3.0M | 15,000 | 00.00% | Unchanged |
 ZYMEWORKS INCZYME |
| 0.15% | 0.17% | $1.2M | 46,000 | $1.1M | 46,000 | 00.00% | Unchanged |
| FFEDEX FGHT HLDG CO INCFDXF |
| 0.14% | — | $1.1M | 7,000 | $0 | 0 | +7,000 | New Buy |
 LULULEMON ATHLETICA INCLULU |
| 0.01% | 0.03% | $114,180 | 1,000 | $204,000 | 1,000 | 00.00% | Unchanged |
