 AMAZON COM INCAMZN |
| 13.09% | 17.2% | $342.8M | 1.4M | $284.1M | 1.4M | +74,393+5.45% | Add |
 ALPHABET INCGOOGL |
| 12.28% | 4.49% | $321.6M | 899,813 | $74.1M | 257,603 | +642,210+249.30% | Add |
 DANAHER CORP DEL COMDHR |
| 9.93% | 8.76% | $260.1M | 1.4M | $144.6M | 762,671 | +602,649+79.02% | Add |
 VISA INCV |
| 9.4% | 4.49% | $246.2M | 717,707 | $74.1M | 245,196 | +472,511+192.71% | Add |
 GILDAN ACTIVEWEAR INCGIL |
| 7.39% | 12.14% | $193.5M | 3.8M | $200.6M | 3.6M | +145,620+4.04% | Add |
 ARISTA NETWORKS INCANET |
| 7.08% | 4.28% | $185.3M | 1.1M | $70.6M | 575,088 | +515,892+89.71% | Add |
| MMASTEC INCMTZ |
| 4.88% | 4.37% | $127.7M | 306,921 | $72.2M | 224,498 | +82,423+36.71% | Add |
 WAYFAIR INCW |
| 4.87% | 2.13% | $127.5M | 1.4M | $35.1M | 467,242 | +911,962+195.18% | Add |
| PPROLOGIS INC. COMPLD |
| 4.86% | 3.23% | $127.3M | 939,381 | $53.3M | 403,509 | +535,872+132.80% | Add |
 CORTEVA INC COMCTVA |
| 3.89% | 5.35% | $101.8M | 1.2M | $88.4M | 1.1M | +145,354+13.76% | Add |
 AUTOZONE INCAZO |
| 3.76% | — | $98.5M | 30,816 | $0 | 0 | +30,816 | New Buy |
 METTLER TOLEDO INTERNATIONALMTD |
| 2.81% | — | $73.7M | 57,669 | $0 | 0 | +57,669 | New Buy |
 AMER SPORTS INC COM SHSAS |
| 2.64% | 2.55% | $69.0M | 2.0M | $42.1M | 1.3M | +761,536+59.57% | Add |
 WALMART INCWMT |
| 1.94% | — | $50.9M | 449,044 | $0 | 0 | +449,044 | New Buy |
| QQNITY ELECTRONICS INC COMMON STOCKQ |
| 1.68% | 4.48% | $44.0M | 269,475 | $74.0M | 641,317 | -371,842-57.98% | Reduce |
| BBIRKENSTOCK HOLDING PLC COM SHSBIRK |
| 1.54% | 3.07% | $40.3M | 936,368 | $50.7M | 1.4M | -478,867-33.84% | Reduce |
| GGLAUKOS CORP COMGKOS |
| 1.47% | — | $38.6M | 275,995 | $0 | 0 | +275,995 | New Buy |
 GE VERNOVA INCGEV |
| 1.46% | — | $38.2M | 32,519 | $0 | 0 | +32,519 | New Buy |
 SENSIENT TECHNOLOGIES CORPSXT |
| 1.34% | — | $35.1M | 284,910 | $0 | 0 | +284,910 | New Buy |
| 110X GENOMICS INCTXG |
| 1.27% | — | $33.3M | 867,794 | $0 | 0 | +867,794 | New Buy |
 LINDE PLCLIN |
| 1% | 3.07% | $26.1M | 50,276 | $50.6M | 102,130 | -51,854-50.77% | Reduce |
| VVENTURE GLOBAL INC CLASS AVG |
| 0.57% | 1.24% | $15.0M | 1.4M | $20.5M | 1.3M | +50,344+3.87% | Add |
| RREGAL REXNORD CORPORATION COMRRX |
| 0.44% | — | $11.4M | 47,905 | $0 | 0 | +47,905 | New Buy |
 KNIGHT-SWIFT TRANSN HLDGS INC CL AKNX |
| 0.43% | — | $11.3M | 144,892 | $0 | 0 | +144,892 | New Buy |
