 UBER TECHNOLOGIES INCUBER |
| 8.24% | 8.4% | $137.1M | 1.9M | $125.9M | 1.8M | +150,000+8.57% | Add |
 GENERAC HLDGS INCGNRC |
| 7.48% | 7.17% | $124.4M | 425,000 | $107.4M | 550,000 | -125,000-22.73% | Reduce |
 TWILIO INCTWLO |
| 6.32% | 6.03% | $105.2M | 510,000 | $90.5M | 718,993 | -208,993-29.07% | Reduce |
 CROCS INCCROX |
| 5.94% | 4.85% | $98.9M | 820,000 | $72.6M | 875,000 | -55,000-6.29% | Reduce |
 FAIR ISAAC CORPFICO |
| 5.87% | 5.82% | $97.7M | 81,750 | $87.3M | 81,750 | 00.00% | Unchanged |
| AAPPLOVIN CORPAPP |
| 5.23% | 4.8% | $87.1M | 169,000 | $72.0M | 181,000 | -12,000-6.63% | Reduce |
| CCARVANA CO CL ACVNA |
| 4.75% | 5.81% | $79.1M | 1.2M | $87.1M | 277,000 | +924,343+333.70% | Add |
| DDARLING INGREDIENTS INCDAR |
| 4.68% | 5.78% | $77.8M | 1.4M | $86.6M | 1.4M | +25,000+1.79% | Add |
 TRIMBLE INC COMTRMB |
| 4.4% | 4.89% | $73.2M | 1.4M | $73.4M | 1.1M | +305,000+27.11% | Add |
 ENOVA INTL INCENVA |
| 3.98% | 2.6% | $66.2M | 275,000 | $39.1M | 287,500 | -12,500-4.35% | Reduce |
 GREEN DOT CORP CL AGDOT |
| 3.45% | 3.18% | $57.4M | 4.3M | $47.7M | 4.3M | 00.00% | Unchanged |
| OOPENLANE INCOPLN |
| 3.35% | 2.62% | $55.7M | 1.4M | $39.4M | 1.4M | 00.00% | Unchanged |
 ETSY INC COMETSY |
| 3.01% | 2.38% | $50.0M | 664,099 | $35.7M | 715,000 | -50,901-7.12% | Reduce |
 ROCKET COS INC COM CL ARKT |
| 2.93% | 2.09% | $48.8M | 3.1M | $31.4M | 2.2M | +900,000+40.91% | Add |
| SSOMNIGROUP INTERNATIONAL INC COMSGI |
| 2.54% | 2.56% | $42.3M | 540,000 | $38.4M | 520,000 | +20,000+3.85% | Add |
| CCLEAR SECURE INCYOU |
| 2.4% | 2.7% | $39.9M | 716,090 | $40.5M | 836,090 | -120,000-14.35% | Reduce |
 GRAND CANYON ED INCLOPE |
| 2.36% | 2.55% | $39.4M | 275,000 | $38.3M | 225,000 | +50,000+22.22% | Add |
| EELASTIC N VESTC |
| 2.31% | 2% | $38.5M | 675,000 | $30.0M | 600,000 | +75,000+12.50% | Add |
 UNITED RENTALS INCURI |
| 2.18% | — | $36.3M | 32,000 | $0 | 0 | +32,000 | New Buy |
| MMOBILE INFRASTRUCTURE CORP COM SHSBEEP |
| 2.01% | 3.63% | $33.5M | 24.3M | $54.4M | 24.3M | 00.00% | Unchanged |
| UUNITY SOFTWARE INCU |
| 2% | — | $33.3M | 1.2M | $0 | 0 | +1.2M | New Buy |
| SSERVICETITAN INC SHS CL ATTAN |
| 1.99% | 1.71% | $33.0M | 467,352 | $25.7M | 405,000 | +62,352+15.40% | Add |
 ENTERGY CORP NEWETR |
| 1.84% | 1.88% | $30.6M | 250,000 | $28.2M | 250,000 | 00.00% | Unchanged |
| SSOLSTICE ADVANCED MATLS INCSOL |
| 1.73% | 2.54% | $28.8M | 325,000 | $38.1M | 500,000 | -175,000-35.00% | Reduce |
| AAMERICAN PUB ED INCAPEI |
| 1.64% | 2.46% | $27.2M | 507,283 | $36.8M | 647,588 | -140,305-21.67% | Reduce |
| AAPOLLO COML REAL ESTATE FINARI |
| 1.57% | 2.36% | $26.1M | 2.4M | $35.4M | 3.4M | -909,100-27.14% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.54% | — | $25.6M | 53,691 | $0 | 0 | +53,691 | New Buy |
 CELANESE CORP DELCE |
| 1.38% | 2.41% | $23.0M | 500,000 | $36.2M | 550,000 | -50,000-9.09% | Reduce |
| CCERENCE INC COMCRNC |
| 1.04% | 0.64% | $17.3M | 1.5M | $9.6M | 1.5M | 00.00% | Unchanged |
| SSOLARIS ENERGY INFRAS INCSEI |
| 0.75% | 0.85% | $12.5M | 155,000 | $12.7M | 225,000 | -70,000-31.11% | Reduce |
| RRXSIGHT INC COMRXST |
| 0.6% | 0.82% | $9.9M | 2.1M | $12.3M | 2.0M | +55,000+2.75% | Add |
| FFORBRIGHT INCFRBT |
| 0.51% | — | $8.5M | 465,081 | $0 | 0 | +465,081 | New Buy |
