 ALPHABET INCGOOGL |
| 3.35% | 3.83% | $103.2M | 288,916 | $103.2M | 358,728 | -69,812-19.46% | Reduce |
 AMAZON COM INCAMZN |
| 3.35% | 3.96% | $103.2M | 433,027 | $106.9M | 513,122 | -80,095-15.61% | Reduce |
 CLOUDFLARE INCNET |
| 3.07% | 3.08% | $94.4M | 384,759 | $82.9M | 401,849 | -17,090-4.25% | Reduce |
 CROWDSTRIKE HLDGS INCCRWD |
| 2.91% | 2.05% | $89.4M | 117,191 | $55.2M | 141,496 | -24,305-17.18% | Reduce |
 SNOWFLAKE INC COM SHSSNOW |
| 2.3% | 1.65% | $70.9M | 278,701 | $44.5M | 295,230 | -16,529-5.60% | Reduce |
 ARES MANAGEMENT CORPORATIONARES |
| 2.1% | 2.37% | $64.6M | 579,930 | $63.8M | 584,716 | -4,786-0.82% | Reduce |
 ELI LILLY & COLLY |
| 1.98% | 1.57% | $60.9M | 50,785 | $42.4M | 46,141 | +4,644+10.06% | Add |
 SERVICENOW INCNOW |
| 1.79% | 2.06% | $55.2M | 555,593 | $55.4M | 530,306 | +25,287+4.77% | Add |
 UBER TECHNOLOGIES INCUBER |
| 1.61% | 1.84% | $49.4M | 685,270 | $49.7M | 690,947 | -5,677-0.82% | Reduce |
 VISA INCV |
| 1.55% | 1.79% | $47.8M | 139,458 | $48.4M | 160,026 | -20,568-12.85% | Reduce |
 DEXCOM INCDXCM |
| 1.45% | 1.44% | $44.8M | 664,581 | $38.7M | 616,540 | +48,041+7.79% | Add |
 REDDIT INC CL ARDDT |
| 1.45% | 1.08% | $44.6M | 256,904 | $29.0M | 215,279 | +41,625+19.34% | Add |
 CADENCE DESIGN SYSTEM INC COMAYI |
| 1.33% | 0.84% | $41.0M | 109,303 | $22.5M | 81,038 | +28,265+34.88% | Add |
 MASTERCARD INCORPORATEDMA |
| 1.31% | 1.7% | $40.3M | 78,383 | $45.9M | 91,837 | -13,454-14.65% | Reduce |
 VEEVA SYS INCVEEV |
| 1.3% | 1.35% | $40.0M | 225,382 | $36.4M | 207,318 | +18,064+8.71% | Add |
 INTUITIVE SURGICAL INCISRG |
| 1.28% | 1.71% | $39.3M | 98,922 | $46.0M | 99,739 | -817-0.82% | Reduce |
| PPROCORE TECHNOLOGIES INCPCOR |
| 1.22% | 1.7% | $37.5M | 922,897 | $45.8M | 803,425 | +119,472+14.87% | Add |
 SHOPIFY INCSHOP |
| 1.22% | 0.91% | $37.5M | 328,206 | $24.5M | 206,918 | +121,288+58.62% | Add |
 DRAFTKINGS INC NEWDKNG |
| 1.08% | 0.96% | $33.3M | 1.3M | $25.9M | 1.2M | +122,467+10.23% | Add |
 ARGENX SE SPONSORED ADRARGX |
| 0.9% | — | $27.6M | 29,732 | $0 | 0 | +29,732 | New Buy |
 NETFLIX INCNFLX |
| 0.87% | 0.92% | $26.7M | 373,591 | $24.9M | 258,722 | +114,869+44.40% | Add |
 SYNOPSYS INCSNPS |
| 0.75% | 0.68% | $23.2M | 51,940 | $18.4M | 46,452 | +5,488+11.81% | Add |
| EELEMENT SOLUTIONS INCESI |
| 0.7% | 0.66% | $21.6M | 453,344 | $17.9M | 523,976 | -70,632-13.48% | Reduce |
| MMACOM TECH SOLUTIONS HLDGS IMTSI |
| 0.7% | 0.55% | $21.5M | 56,469 | $14.8M | 66,610 | -10,141-15.22% | Reduce |
| SSPX TECHNOLOGIES INCSPXC |
| 0.69% | 0.67% | $21.2M | 86,409 | $18.2M | 90,805 | -4,396-4.84% | Reduce |
 TECHNIPFMC PLC COMFTI |
| 0.67% | 0.76% | $20.5M | 309,460 | $20.5M | 296,264 | +13,196+4.45% | Add |
| AADVANCED ENERGY INDS INCAEIS |
| 0.66% | 0.74% | $20.3M | 54,371 | $19.9M | 61,641 | -7,270-11.79% | Reduce |
| SSYNAPTICS INCSYNA |
| 0.65% | 0.55% | $19.9M | 160,461 | $14.9M | 212,790 | -52,329-24.59% | Reduce |
 JFROG LTDFROG |
| 0.64% | 0.55% | $19.7M | 216,281 | $14.7M | 313,988 | -97,707-31.12% | Reduce |
 COSTAR GROUP INCCSGP |
| 0.64% | 1.05% | $19.6M | 692,753 | $28.2M | 699,152 | -6,399-0.92% | Reduce |
 WORKDAY INCWDAY |
| 0.64% | 0.78% | $19.6M | 160,223 | $21.0M | 161,381 | -1,158-0.72% | Reduce |
| DDIGITALOCEAN HLDGS INCDOCN |
| 0.61% | 0.5% | $18.9M | 120,159 | $13.5M | 157,724 | -37,565-23.82% | Reduce |
| EESCO TECHNOLOGIES INCESE |
| 0.6% | 0.6% | $18.6M | 53,057 | $16.1M | 57,315 | -4,258-7.43% | Reduce |
| LLEGENCE CORPLGN |
| 0.57% | 0.46% | $17.6M | 206,500 | $12.4M | 219,282 | -12,782-5.83% | Reduce |
| MMYR GROUP INCMYRG |
| 0.57% | 0.51% | $17.5M | 34,888 | $13.6M | 48,285 | -13,397-27.75% | Reduce |
| MMERCURY SYS INCMRCY |
| 0.54% | 0.37% | $16.5M | 135,071 | $9.9M | 136,175 | -1,104-0.81% | Reduce |
| MMODINE MFG COMOD |
| 0.53% | 0.6% | $16.3M | 61,231 | $16.2M | 74,869 | -13,638-18.22% | Reduce |
| AAAON INCAAON |
| 0.5% | 0.38% | $15.4M | 121,484 | $10.2M | 123,807 | -2,323-1.88% | Reduce |
| FFORMFACTOR INCFORM |
| 0.49% | 0.47% | $15.1M | 94,420 | $12.7M | 131,096 | -36,676-27.98% | Reduce |
| VVIAVI SOLUTIONS INCVIAV |
| 0.49% | 0.45% | $15.0M | 314,690 | $12.2M | 367,441 | -52,751-14.36% | Reduce |
 PERFORMANCE FOOD GROUP COPFGC |
| 0.49% | 0.37% | $15.0M | 133,897 | $10.0M | 116,416 | +17,481+15.02% | Add |
 FIRSTCASH HOLDINGS INCFCFS |
| 0.48% | 0.46% | $14.8M | 68,486 | $12.3M | 65,564 | +2,922+4.46% | Add |
 KIRBY CORPKEX |
| 0.48% | 0.51% | $14.8M | 108,733 | $13.7M | 103,161 | +5,572+5.40% | Add |
 BOISE CASCADE CO DELBCC |
| 0.48% | 0.5% | $14.7M | 189,787 | $13.4M | 176,255 | +13,532+7.68% | Add |
 FLUTTER ENTMT PLCFLUT |
| 0.47% | 0.53% | $14.4M | 141,037 | $14.4M | 141,287 | -250-0.18% | Reduce |
| TTWIST BIOSCIENCE CORPTWST |
| 0.46% | 0.39% | $14.3M | 138,970 | $10.5M | 220,079 | -81,109-36.85% | Reduce |
| AATLASSIAN CORPORATION CL ATEAM |
| 0.46% | 0.29% | $14.3M | 183,547 | $7.8M | 114,545 | +69,002+60.24% | Add |
| SSTIFEL FINL CORPSF |
| 0.46% | 0.53% | $14.2M | 202,865 | $14.4M | 195,017 | +7,848+4.02% | Add |
 CHAMPION HOMES INCSKY |
| 0.46% | 0.43% | $14.1M | 159,719 | $11.5M | 154,345 | +5,374+3.48% | Add |
| AALLEGRO MICROSYSTEMS INC COMALGM |
| 0.45% | 0.3% | $14.0M | 200,422 | $8.2M | 259,764 | -59,342-22.84% | Reduce |
