| ZZETA GLOBAL HOLDINGS CORPZETA |
| 11.6% | 10.95% | $81.2M | 4.1M | $71.8M | 4.5M | -386,009-8.56% | Reduce |
 UNITED AIRLS HLDGS INC COMUAL |
| 8.39% | 6.36% | $58.7M | 431,744 | $41.7M | 452,873 | -21,129-4.67% | Reduce |
 BOYD GAMING CORPBYD |
| 6.32% | 5.82% | $44.2M | 500,568 | $38.1M | 464,106 | +36,462+7.86% | Add |
 AMER SPORTS INC COM SHSAS |
| 5.6% | 3.67% | $39.2M | 1.2M | $24.1M | 731,372 | +426,366+58.30% | Add |
| GGPGI INCGPGI |
| 5.31% | 2.76% | $37.1M | 2.3M | $18.1M | 1.1M | +1.3M+121.12% | Add |
 JAMES HARDIE INDS PLC ORD SHSJHX |
| 5.16% | 3.5% | $36.1M | 1.4M | $22.9M | 1.2M | +169,229+13.97% | Add |
| TTTM TECHNOLOGIES INCTTMI |
| 4.85% | — | $33.9M | 181,478 | $0 | 0 | +181,478 | New Buy |
 MOTOROLA SOLUTIONS INCMSI |
| 4.68% | 5.72% | $32.8M | 78,895 | $37.5M | 86,475 | -7,580-8.77% | Reduce |
| PPRIMO BRANDS CORPORATIONPRMB |
| 4.27% | 3.38% | $29.9M | 1.2M | $22.1M | 1.2M | +48,315+4.11% | Add |
| MMKS INC.MKSI |
| 3.87% | — | $27.1M | 60,867 | $0 | 0 | +60,867 | New Buy |
| OON HLDG AGONON |
| 3.67% | 3.53% | $25.7M | 724,443 | $23.2M | 680,733 | +43,710+6.42% | Add |
| CCOMFORT SYS USA INCFIX |
| 3.43% | 4.63% | $24.0M | 12,104 | $30.4M | 22,023 | -9,919-45.04% | Reduce |
 GRINDR INCGRND |
| 3.38% | 2.89% | $23.6M | 1.6M | $18.9M | 1.6M | +79,916+5.10% | Add |
 AMAZON COM INCAMZN |
| 3.37% | 4.65% | $23.6M | 98,983 | $30.5M | 146,443 | -47,460-32.41% | Reduce |
 TD SYNNEX CORPORATIONSNX |
| 3.33% | — | $23.3M | 87,218 | $0 | 0 | +87,218 | New Buy |
| PPROPETRO HLDG CORPPUMP |
| 3.27% | 1.76% | $22.9M | 1.6M | $11.5M | 800,363 | +794,206+99.23% | Add |
 ARAMARKARMK |
| 3.16% | — | $22.1M | 388,909 | $0 | 0 | +388,909 | New Buy |
 ASML HLDG NVASML |
| 3.02% | 4.94% | $21.1M | 10,616 | $32.4M | 24,511 | -13,895-56.69% | Reduce |
 REDDIT INC CL ARDDT |
| 2.95% | — | $20.6M | 118,840 | $0 | 0 | +118,840 | New Buy |
 FIRST WATCH RESTAURANT GROUPFWRG |
| 2.77% | 2.17% | $19.4M | 1.5M | $14.2M | 1.4M | +144,541+10.64% | Add |
 META PLATFORMS INCMETA |
| 2.7% | 5.1% | $18.9M | 33,526 | $33.5M | 58,489 | -24,963-42.68% | Reduce |
 AMERICAN TOWER CORP COMAMT |
| 2.07% | 2.24% | $14.5M | 88,418 | $14.7M | 84,923 | +3,495+4.12% | Add |
| SSOLARIS ENERGY INFRAS INCSEI |
| 1.98% | — | $13.9M | 172,215 | $0 | 0 | +172,215 | New Buy |
| LLINDBLAD EXPEDITIONS HLDGS ILIND |
| 0.9% | 2.28% | $6.3M | 224,203 | $15.0M | 865,893 | -641,690-74.11% | Reduce |
