 FORTINET INCFTNT |
| 1% | — | $18.8M | 122,251 | $0 | 0 | +122,251 | New Buy |
 ATMOS ENERGY CORPATO |
| 0.99% | 0.36% | $18.7M | 108,671 | $6.6M | 34,559 | +74,112+214.45% | Add |
 AMER SPORTS INC COM SHSAS |
| 0.99% | 0.56% | $18.7M | 552,819 | $10.4M | 295,947 | +256,872+86.80% | Add |
| MMONSTER BEVERAGE CORP NEW COMMNST |
| 0.99% | 0.99% | $18.7M | 194,594 | $18.3M | 236,900 | -42,306-17.86% | Reduce |
 REPUBLIC SVCS INCRSG |
| 0.99% | 0.93% | $18.7M | 87,587 | $17.1M | 81,746 | +5,841+7.15% | Add |
| HHINGE HEALTH INCHNGE |
| 0.99% | 0.06% | $18.7M | 224,756 | $1.0M | 23,413 | +201,343+859.96% | Add |
| NNAVAN INCNAVN |
| 0.96% | 0.07% | $18.2M | 794,022 | $1.3M | 73,631 | +720,391+978.38% | Add |
 CINTAS CORP COMCTAS |
| 0.96% | 1.07% | $18.0M | 105,812 | $19.6M | 112,101 | -6,289-5.61% | Reduce |
 COPART INC COMCPRT |
| 0.93% | 0.68% | $17.5M | 621,298 | $12.4M | 374,802 | +246,496+65.77% | Add |
 JOHNSON CONTROLS INTERNATIONJCI |
| 0.93% | 1.1% | $17.4M | 119,164 | $20.1M | 137,955 | -18,791-13.62% | Reduce |
 INTUITIVE SURGICAL INCISRG |
| 0.91% | 0.09% | $17.2M | 43,251 | $1.6M | 3,564 | +39,687+1,113.55% | Add |
 BOEING COBA |
| 0.9% | 0.16% | $17.0M | 78,422 | $3.0M | 13,097 | +65,325+498.78% | Add |
| FFLEX LTDFLEX |
| 0.9% | — | $17.0M | 104,707 | $0 | 0 | +104,707 | New Buy |
 BOSTON SCIENTIFIC CORP COMBSX |
| 0.9% | 0.48% | $16.9M | 397,122 | $8.8M | 153,038 | +244,084+159.49% | Add |
 GENERAL DYNAMICS CORPGD |
| 0.85% | 0.22% | $16.1M | 45,366 | $4.1M | 11,999 | +33,367+278.08% | Add |
| QQNITY ELECTRONICS INC COMMON STOCKQ |
| 0.85% | 0.95% | $16.0M | 97,844 | $17.5M | 124,519 | -26,675-21.42% | Reduce |
| AAlphabet Inc Class CGOOG |
| 0.83% | 0.7% | $15.5M | 43,961 | $12.9M | 33,717 | +10,244+30.38% | Add |
 BROADRIDGE FINL SOLUTIONS INBR |
| 0.83% | 0.16% | $15.5M | 113,391 | $3.0M | 19,183 | +94,208+491.10% | Add |
| TTERAWULF INC COMWULF |
| 0.81% | — | $15.2M | 616,904 | $0 | 0 | +616,904 | New Buy |
 MAGNA INTL INCMGA |
| 0.78% | 0.51% | $14.8M | 224,735 | $9.3M | 146,649 | +78,086+53.25% | Add |
 SHERWIN WILLIAMS COSHW |
| 0.76% | 0.63% | $14.3M | 41,391 | $11.6M | 35,945 | +5,446+15.15% | Add |
 OTIS WORLDWIDEOTIS |
| 0.73% | 0.35% | $13.7M | 190,691 | $6.5M | 83,689 | +107,002+127.86% | Add |
 Markel Group Inc.MKL |
| 0.72% | 0.08% | $13.5M | 6,921 | $1.5M | 845 | +6,076+719.05% | Add |
| CCONSTELLIUM SECSTM |
| 0.71% | 0.35% | $13.3M | 416,403 | $6.4M | 203,298 | +213,105+104.82% | Add |
 FIRST HORIZON CORPORATIONFHN |
| 0.66% | 0.4% | $12.5M | 486,409 | $7.3M | 292,470 | +193,939+66.31% | Add |
| SSS&C TECH HLDGSSSNC |
| 0.66% | 0.47% | $12.4M | 200,515 | $8.6M | 124,427 | +76,088+61.15% | Add |
 GUARDANT HEALTH INCGH |
| 0.66% | 0.1% | $12.4M | 82,847 | $1.8M | 20,366 | +62,481+306.79% | Add |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 0.65% | 0.03% | $12.3M | 12,727 | $539,586 | 801 | +11,926+1,488.89% | Add |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.65% | 0.38% | $12.2M | 28,385 | $7.0M | 33,619 | -5,234-15.57% | Reduce |
 BROOKFIELD RENEWABLE CORPBEPC |
| 0.62% | 0.32% | $11.6M | 312,909 | $5.9M | 162,327 | +150,582+92.76% | Add |
| VVERSANT MEDIA GROUP INC COM CL AVSNT |
| 0.6% | 0.48% | $11.2M | 311,888 | $8.9M | 220,592 | +91,296+41.39% | Add |
 MCDONALDS CORPMCD |
| 0.58% | — | $11.0M | 40,656 | $0 | 0 | +40,656 | New Buy |
| RROLLINS INC COMROL |
| 0.56% | 0.01% | $10.5M | 251,559 | $247,831 | 4,447 | +247,112+5,556.82% | Add |
 BOYD GAMING CORPBYD |
| 0.55% | 0.16% | $10.3M | 116,206 | $3.0M | 34,033 | +82,173+241.45% | Add |
 NVENT ELECTRIC PLCNVT |
| 0.54% | 0.1% | $10.2M | 59,885 | $1.8M | 12,812 | +47,073+367.41% | Add |
 ALCON AG ORD SHSALC |
| 0.53% | 0.9% | $10.0M | 148,474 | $16.6M | 221,830 | -73,356-33.07% | Reduce |
| CCHIME FINL INCCHYM |
| 0.52% | — | $9.8M | 480,899 | $0 | 0 | +480,899 | New Buy |
 TESLA INCTSLA |
| 0.5% | 1.09% | $9.5M | 22,502 | $20.0M | 52,307 | -29,805-56.98% | Reduce |
 FERROVIAL NV ORD SHSFER |
| 0.5% | 0.8% | $9.4M | 137,391 | $14.8M | 214,335 | -76,944-35.90% | Reduce |
 ELI LILLY & COLLY |
| 0.5% | 0.2% | $9.3M | 7,774 | $3.6M | 3,892 | +3,882+99.74% | Add |
 ARAMARKARMK |
| 0.5% | 0.1% | $9.3M | 163,777 | $1.8M | 39,309 | +124,468+316.64% | Add |
 ROYALTY PHARMA PLCRPRX |
| 0.49% | 0.33% | $9.3M | 165,177 | $6.1M | 121,800 | +43,377+35.61% | Add |
 CHOICE HOTELS INTL INCCHH |
| 0.48% | 0.21% | $9.1M | 82,382 | $3.9M | 38,858 | +43,524+112.01% | Add |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.48% | — | $9.0M | 11,740 | $0 | 0 | +11,740 | New Buy |
| MMARA HLDGS INCMARA |
| 0.47% | — | $8.8M | 634,376 | $0 | 0 | +634,376 | New Buy |
 PENUMBRA INCPEN |
| 0.47% | 0.21% | $8.8M | 27,868 | $3.8M | 11,554 | +16,314+141.20% | Add |
 MOTOROLA SOLUTIONS INCMSI |
| 0.47% | 0.08% | $8.8M | 21,122 | $1.5M | 3,389 | +17,733+523.25% | Add |
 WOODWARD INCWWD |
| 0.47% | 0.2% | $8.8M | 20,586 | $3.7M | 10,181 | +10,405+102.20% | Add |
| MMASTEC INCMTZ |
| 0.46% | 0.53% | $8.7M | 20,907 | $9.7M | 24,719 | -3,812-15.42% | Reduce |
 INTEL CORPINTC |
| 0.46% | 0.2% | $8.7M | 62,288 | $3.7M | 39,370 | +22,918+58.21% | Add |
