| AAlphabet Inc Class CGOOG |
| 7.71% | 7.28% | $297.2M | 841,068 | $218.2M | 760,682 | +80,386+10.57% | Add |
 LAM RESEARCH CORPLRCX |
| 6.01% | 4.09% | $231.8M | 535,030 | $122.6M | 573,887 | -38,857-6.77% | Reduce |
 CADENCE DESIGN SYSTEM INC COMAYI |
| 4.91% | 4.89% | $189.5M | 504,782 | $146.6M | 527,423 | -22,641-4.29% | Reduce |
 AMPHENOL CORPAPH |
| 4.68% | 3.2% | $180.6M | 1.0M | $95.9M | 758,975 | +265,355+34.96% | Add |
 NVIDIA CORPORATIONNVDA |
| 4.21% | 2% | $162.3M | 811,031 | $60.0M | 344,238 | +466,793+135.60% | Add |
 TEXAS INSTRS INCTXN |
| 3.83% | 3.46% | $147.7M | 495,364 | $103.6M | 533,805 | -38,441-7.20% | Reduce |
 KLA CORPKLAC |
| 3.1% | 2.12% | $119.4M | 395,646 | $63.6M | 43,175 | +352,471+816.38% | Add |
 ROPER TECHNOLOGIES INCROP |
| 2.8% | 3.41% | $108.0M | 319,087 | $102.4M | 289,295 | +29,792+10.30% | Add |
 PROGRESSIVE CORPPGR |
| 2.74% | 3.17% | $105.8M | 484,418 | $95.1M | 479,756 | +4,662+0.97% | Add |
 TRANE TECHNOLOGIES PLCTT |
| 2.54% | 2.74% | $97.8M | 199,063 | $82.2M | 197,197 | +1,866+0.95% | Add |
 UNITED RENTALS INCURI |
| 2.53% | 2.24% | $97.4M | 85,939 | $67.3M | 92,312 | -6,373-6.90% | Reduce |
 LINDE PLCLIN |
| 2.45% | 3.81% | $94.5M | 182,134 | $114.1M | 230,175 | -48,041-20.87% | Reduce |
 DANAHER CORP DEL COMDHR |
| 2.36% | 3.53% | $91.0M | 477,506 | $105.9M | 558,409 | -80,903-14.49% | Reduce |
 GALLAGHER ARTHUR J & CO COMAJG |
| 2.32% | 2.67% | $89.4M | 389,613 | $79.9M | 368,965 | +20,648+5.60% | Add |
 INTUITIVE SURGICAL INCISRG |
| 2.25% | 2.45% | $86.8M | 218,238 | $73.3M | 159,105 | +59,133+37.17% | Add |
 QUANTA SVCS INCPWR |
| 2.24% | 1.78% | $86.2M | 119,746 | $53.5M | 97,407 | +22,339+22.93% | Add |
 STRYKER CORPORATIONSYK |
| 2.11% | 2.55% | $81.4M | 258,631 | $76.6M | 233,119 | +25,512+10.94% | Add |
 ARM HOLDINGS PLCARM |
| 2.11% | 2.36% | $81.3M | 229,378 | $70.7M | 467,303 | -237,925-50.91% | Reduce |
 SHOPIFY INCSHOP |
| 2.08% | 2.18% | $80.4M | 703,753 | $65.3M | 550,389 | +153,364+27.86% | Add |
 SNOWFLAKE INC COM SHSSNOW |
| 1.97% | 1.67% | $76.1M | 299,061 | $50.0M | 331,784 | -32,723-9.86% | Reduce |
 MARVELL TECHNOLOGY INCMRVL |
| 1.89% | 1.53% | $72.8M | 244,432 | $45.9M | 463,268 | -218,836-47.24% | Reduce |
| DDOORDASH INCDASH |
| 1.74% | 1.19% | $67.2M | 364,078 | $35.7M | 238,051 | +126,027+52.94% | Add |
 INGERSOLL RAND INC COMIR |
| 1.68% | 2.43% | $64.9M | 791,359 | $72.7M | 907,881 | -116,522-12.83% | Reduce |
 AXON ENTERPRISEAXON |
| 1.66% | 1.05% | $64.1M | 114,386 | $31.5M | 74,069 | +40,317+54.43% | Add |
 WORKDAY INCWDAY |
| 1.58% | 2.31% | $60.9M | 497,876 | $69.1M | 532,142 | -34,266-6.44% | Reduce |
 MERCADOLIBRE INC COMMELI |
| 1.52% | 1.72% | $58.5M | 34,469 | $51.4M | 29,754 | +4,715+15.85% | Add |
| LLATTICE SEMICONDUCTOR CORPLSCC |
| 1.42% | 1.75% | $54.7M | 357,520 | $52.3M | 564,039 | -206,519-36.61% | Reduce |
 HEICO CORP NEWHEI |
| 1.41% | 1.49% | $54.5M | 153,023 | $44.5M | 162,462 | -9,439-5.81% | Reduce |
 HEICO CORP NEW CL AHEI |
| 1.38% | 1.44% | $53.1M | 205,928 | $43.1M | 203,943 | +1,985+0.97% | Add |
 APPLE INCAAPL |
| 1.27% | 1.56% | $48.9M | 168,904 | $46.8M | 184,538 | -15,634-8.47% | Reduce |
| TTYLER TECHNOLOGIES INCTYL |
| 1.24% | 2.27% | $47.7M | 163,214 | $68.0M | 198,464 | -35,250-17.76% | Reduce |
| TTOAST INC CL ATOST |
| 1.16% | 1.3% | $44.8M | 1.6M | $39.1M | 1.5M | +134,818+9.14% | Add |
| GGLOBAL E ONLINE LTDGLBE |
| 1.03% | 1.01% | $39.8M | 1.1M | $30.2M | 979,308 | +167,200+17.07% | Add |
 JFROG LTDFROG |
| 1.02% | 0.85% | $39.4M | 433,501 | $25.4M | 540,609 | -107,108-19.81% | Reduce |
 NU HLDGS LTDNU |
| 1.01% | 1.51% | $38.8M | 2.9M | $45.1M | 3.1M | -237,603-7.57% | Reduce |
 UBER TECHNOLOGIES INCUBER |
| 0.98% | 1.78% | $37.7M | 521,959 | $53.5M | 743,412 | -221,453-29.79% | Reduce |
| SSAILPOINT INC COMSAIL |
| 0.96% | 1.02% | $37.0M | 2.5M | $30.6M | 2.3M | +221,374+9.59% | Add |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.94% | 0.13% | $36.4M | 47,712 | $4.0M | 10,316 | +37,396+362.50% | Add |
 MONOLITHIC PWR SYS INCMPWR |
| 0.92% | 0.97% | $35.3M | 25,529 | $29.2M | 26,679 | -1,150-4.31% | Reduce |
 CLOUDFLARE INCNET |
| 0.87% | 0.94% | $33.5M | 136,583 | $28.3M | 137,103 | -520-0.38% | Reduce |
 ON SEMICONDUCTOR CORP COMON |
| 0.82% | — | $31.7M | 335,531 | $0 | 0 | +335,531 | New Buy |
| AATLASSIAN CORPORATION CL ATEAM |
| 0.82% | 0.83% | $31.6M | 405,847 | $25.0M | 366,298 | +39,549+10.80% | Add |
| RREPLIGEN CORPRGEN |
| 0.73% | 0.8% | $28.0M | 205,257 | $23.9M | 203,225 | +2,032+1.00% | Add |
 DESCARTES SYS GROUP INCDSGX |
| 0.72% | — | $27.6M | 398,945 | $0 | 0 | +398,945 | New Buy |
 DATADOG INCDDOG |
| 0.6% | — | $23.2M | 89,200 | $0 | 0 | +89,200 | New Buy |
 ANALOG DEVICES INC COMADI |
| 0.6% | 0.75% | $23.1M | 58,266 | $22.4M | 70,275 | -12,009-17.09% | Reduce |
 REDDIT INC CL ARDDT |
| 0.57% | 0.43% | $21.9M | 125,938 | $12.9M | 96,020 | +29,918+31.16% | Add |
 LUMENTUM HLDGS INCLITE |
| 0.51% | — | $19.5M | 22,702 | $0 | 0 | +22,702 | New Buy |
| HHEARTFLOW INCHTFL |
| 0.5% | 0.24% | $19.2M | 656,014 | $7.1M | 290,133 | +365,881+126.11% | Add |
 MICROSOFT CORPMSFT |
| 0.49% | 0.93% | $18.9M | 50,734 | $28.0M | 75,548 | -24,814-32.85% | Reduce |
