| NNOVA LTDNVMI |
| 5.89% | 6.25% | $18.7M | 34,380 | $20.9M | 48,130 | -13,750-28.57% | Reduce |
 WATTS WATER TECHNOLOGIES INCWTS |
| 5.69% | 2.3% | $18.0M | 46,100 | $7.7M | 26,500 | +19,600+73.96% | Add |
 EASTGROUP PPTYS INCEGP |
| 5.06% | 4.19% | $16.1M | 79,318 | $14.0M | 75,600 | +3,718+4.92% | Add |
 FEDERAL SIGNAL CORPFSS |
| 4.96% | 3.98% | $15.7M | 122,531 | $13.3M | 123,100 | -569-0.46% | Reduce |
| VVALMONT INDS INCVMI |
| 4.71% | 2.32% | $14.9M | 25,850 | $7.8M | 19,400 | +6,450+33.25% | Add |
 BALCHEM CORPBCPC |
| 4.66% | 5% | $14.8M | 87,518 | $16.7M | 98,700 | -11,182-11.33% | Reduce |
 SITIME CORPSITM |
| 3.76% | 2.58% | $11.9M | 16,000 | $8.6M | 25,000 | -9,000-36.00% | Reduce |
| BBENTLEY SYS INCBSY |
| 3.59% | 4.2% | $11.4M | 380,833 | $14.1M | 400,300 | -19,467-4.86% | Reduce |
| CCSW INDUSTRIALS INCCSW |
| 3.57% | 3.88% | $11.3M | 40,705 | $13.0M | 49,800 | -9,095-18.26% | Reduce |
 HOULIHAN LOKEY INCHLI |
| 3.51% | 4.22% | $11.1M | 82,934 | $14.1M | 98,250 | -15,316-15.59% | Reduce |
 AMERICAN WTR WKS CO INC NEWAWK |
| 3.49% | 3.66% | $11.1M | 84,140 | $12.2M | 89,840 | -5,700-6.34% | Reduce |
 CADENCE DESIGN SYSTEM INC COMAYI |
| 3.44% | — | $10.9M | 28,950 | $0 | 0 | +28,950 | New Buy |
| EENTEGRIS INCENTG |
| 3.37% | 2.87% | $10.7M | 59,500 | $9.6M | 81,900 | -22,400-27.35% | Reduce |
| EEXPONENT INCEXPO |
| 3.32% | 3.74% | $10.5M | 179,089 | $12.5M | 191,800 | -12,711-6.63% | Reduce |
| MMANHATTAN ASSOCIATES INCMANH |
| 2.98% | 3.16% | $9.4M | 67,765 | $10.6M | 79,310 | -11,545-14.56% | Reduce |
 BIO-TECHNE CORPTECH |
| 2.81% | 5.33% | $8.9M | 126,335 | $17.8M | 341,050 | -214,715-62.96% | Reduce |
 STRIDE INCLRN |
| 2.64% | 3.3% | $8.4M | 97,249 | $11.0M | 125,300 | -28,051-22.39% | Reduce |
 SENSIENT TECHNOLOGIES CORPSXT |
| 2.55% | — | $8.1M | 65,500 | $0 | 0 | +65,500 | New Buy |
 VEEVA SYS INCVEEV |
| 2.41% | 1.89% | $7.6M | 43,100 | $6.3M | 36,000 | +7,100+19.72% | Add |
| MMIRION TECHNOLOGIES INCMIR |
| 2.37% | 1.7% | $7.5M | 418,646 | $5.7M | 305,300 | +113,346+37.13% | Add |
| RROLLINS INC COMROL |
| 1.99% | 3.24% | $6.3M | 151,315 | $10.8M | 203,000 | -51,685-25.46% | Reduce |
 MSCI INCMSCI |
| 1.94% | 2.52% | $6.2M | 11,000 | $8.4M | 15,650 | -4,650-29.71% | Reduce |
| FFABRINETFN |
| 1.77% | 3.12% | $5.6M | 10,000 | $10.4M | 20,000 | -10,000-50.00% | Reduce |
| AALARM COM HLDGS INCALRM |
| 1.64% | 1.83% | $5.2M | 111,197 | $6.1M | 141,700 | -30,503-21.53% | Reduce |
| MMDA SPACE LTDMDA |
| 1.58% | 1.02% | $5.0M | 121,600 | $3.4M | 134,100 | -12,500-9.32% | Reduce |
| HHEALTHEQUITY INCHQY |
| 1.35% | 1.27% | $4.3M | 47,400 | $4.2M | 50,800 | -3,400-6.69% | Reduce |
| HHAWKINS INCHWKN |
| 1.34% | 2.75% | $4.2M | 29,800 | $9.2M | 59,800 | -30,000-50.17% | Reduce |
 CLEAN HARBORS INCCLH |
| 1.27% | 0.31% | $4.0M | 13,500 | $1.0M | 3,600 | +9,900+275.00% | Add |
 TRADEWEB MKTS INCTW |
| 1.24% | 1.87% | $3.9M | 39,500 | $6.3M | 53,150 | -13,650-25.68% | Reduce |
 GRACO INCGGG |
| 1.19% | 2.78% | $3.8M | 50,000 | $9.3M | 110,000 | -60,000-54.55% | Reduce |
| BBEL FUSE INCBELFB |
| 1.16% | — | $3.7M | 11,000 | $0 | 0 | +11,000 | New Buy |
| KKODIAK GAS SVCS INCKGS |
| 1.07% | — | $3.4M | 45,000 | $0 | 0 | +45,000 | New Buy |
 HEXCEL CORP NEWHXL |
| 1.06% | 1.02% | $3.4M | 33,710 | $3.4M | 42,000 | -8,290-19.74% | Reduce |
 TRANSCAT INCTRNS |
| 0.94% | 0.88% | $3.0M | 32,105 | $2.9M | 40,000 | -7,895-19.74% | Reduce |
| SSTONEX GROUP INCSNEX |
| 0.9% | 0.72% | $2.9M | 24,079 | $2.4M | 30,000 | -5,921-19.74% | Reduce |
 ADVANCED DRAIN SYS INC DELWMS |
| 0.89% | 0.44% | $2.8M | 17,900 | $1.5M | 10,800 | +7,100+65.74% | Add |
| TTETRA TECH INC NEWTTEK |
| 0.84% | 0.64% | $2.7M | 91,800 | $2.2M | 71,500 | +20,300+28.39% | Add |
| SSTEVANATO GROUP S P ASTVN |
| 0.8% | 0.72% | $2.5M | 140,459 | $2.4M | 175,000 | -34,541-19.74% | Reduce |
| UUNIVERSAL TECHNICAL INST INCUTI |
| 0.73% | 0.72% | $2.3M | 54,068 | $2.4M | 66,668 | -12,600-18.90% | Reduce |
| EESCO TECHNOLOGIES INCESE |
| 0.55% | — | $1.8M | 5,000 | $0 | 0 | +5,000 | New Buy |
| KKINSALE CAP GROUP INCKNSL |
| 0.49% | 0.46% | $1.6M | 4,757 | $1.5M | 4,457 | +300+6.73% | Add |
| BBADGER METER INCBMI |
| 0.48% | 0.33% | $1.5M | 10,300 | $1.1M | 7,300 | +3,000+41.10% | Add |
