| NNEXTPOWER INCNXT |
| 11.54% | 12.9% | $35.7M | 300,000 | $36.2M | 300,000 | 00.00% | Unchanged |
 DRIVEN BRANDS HLDGS INCDRVN |
| 7.88% | 2.25% | $24.4M | 1.8M | $6.3M | 500,000 | +1.3M+250.00% | Add |
 NVIDIA CORPORATIONNVDA |
| 7.75% | 7.47% | $24.0M | 120,000 | $20.9M | 120,000 | 00.00% | Unchanged |
| SSOLSTICE ADVANCED MATLS INCSOL |
| 5.43% | 5.16% | $16.8M | 190,000 | $14.5M | 190,000 | 00.00% | Unchanged |
 WARNER BROS DISCOVERY INCWBD |
| 5.38% | 7.45% | $16.7M | 625,000 | $20.9M | 760,000 | -135,000-17.76% | Reduce |
| CCERENCE INC COMCRNC |
| 5.23% | 2.93% | $16.2M | 1.4M | $8.2M | 1.3M | +129,984+10.00% | Add |
| QQIAGEN NVQGEN |
| 5.05% | — | $15.6M | 400,000 | $0 | 0 | +400,000 | New Buy |
 NORFOLK SOUTHN CORP COMNSC |
| 4.82% | 8.19% | $14.9M | 47,500 | $23.0M | 80,000 | -32,500-40.63% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 4.43% | 3.19% | $13.7M | 33,000 | $8.9M | 33,000 | 00.00% | Unchanged |
| YYETI HLDGS INCYETI |
| 4.27% | 3.49% | $13.2M | 267,100 | $9.8M | 267,100 | 00.00% | Unchanged |
| VVERSIGENT PLCVGNT |
| 4.14% | — | $12.8M | 305,000 | $0 | 0 | +305,000 | New Buy |
 PINTEREST INCPINS |
| 4.01% | 3.86% | $12.4M | 590,000 | $10.8M | 590,000 | 00.00% | Unchanged |
| CCOLUMBIA FINL INCCLBK |
| 3.97% | — | $12.3M | 580,000 | $0 | 0 | +580,000 | New Buy |
 ROCKET COS INC COM CL ARKT |
| 3.76% | 6.1% | $11.7M | 740,000 | $17.1M | 1.2M | -460,000-38.33% | Reduce |
| NNRG ENERGY INCNRG |
| 3.63% | — | $11.2M | 77,000 | $0 | 0 | +77,000 | New Buy |
 HONEYWELL INTL INCHON |
| 3.36% | — | $10.4M | 46,500 | $0 | 0 | +46,500 | New Buy |
| HHONEYWELL AEROSPACE INCHONA |
| 3.32% | — | $10.3M | 46,500 | $0 | 0 | +46,500 | New Buy |
| EENVIRI CORPNVRI |
| 3.23% | — | $10.0M | 455,553 | $0 | 0 | +455,553 | New Buy |
| PPERCEPTIVE CAP SOLUTIONS COR |
| 2.96% | 3.3% | $9.2M | 843,482 | $9.3M | 843,482 | 00.00% | Unchanged |
| PPRIMO BRANDS CORPORATIONPRMB |
| 2.17% | 1.01% | $6.7M | 275,000 | $2.8M | 150,000 | +125,000+83.33% | Add |
| CCAPRI HOLDINGS LIMITEDCPRI |
| 1.68% | — | $5.2M | 280,000 | $0 | 0 | +280,000 | New Buy |
 ACCENTURE PLC IRELANDACN |
| 1.49% | — | $4.6M | 37,000 | $0 | 0 | +37,000 | New Buy |
 ZILLOW GROUP INC CL AZ |
| 0.51% | — | $1.6M | 50,000 | $0 | 0 | +50,000 | New Buy |
