 GE VERNOVA INCGEV |
| 8.84% | — | $38.2M | 32,500 | $0 | 0 | +32,500 | New Buy |
| TTRIPADVISOR INCTRIP |
| 7.97% | 7.41% | $34.4M | 2.5M | $26.7M | 2.5M | +4,358+0.17% | Add |
 BOOKING HOLDINGS INC COMBKNG |
| 6.01% | 5.25% | $25.9M | 145,478 | $18.9M | 4,494 | +140,984+3,137.16% | Add |
| RRISKIFIED LTDRSKD |
| 4.22% | 4.01% | $18.2M | 3.6M | $14.5M | 3.7M | -73,359-1.99% | Reduce |
 MADISON SQUARE GARDEN SPCLASS AMSGS |
| 3.82% | 3.72% | $16.5M | 41,012 | $13.4M | 41,785 | -773-1.85% | Reduce |
 MICROSOFT CORPMSFT |
| 3.06% | 3.38% | $13.2M | 35,396 | $12.2M | 32,966 | +2,430+7.37% | Add |
 ZIFF DAVIS INCZD |
| 3.05% | 2.81% | $13.2M | 251,527 | $10.2M | 241,918 | +9,609+3.97% | Add |
| FFACTSET RESH SYS INCFDS |
| 3.05% | 3.16% | $13.2M | 57,192 | $11.4M | 52,492 | +4,700+8.95% | Add |
 DINE BRANDS GLOBAL INC COMDIN |
| 2.7% | 2.99% | $11.6M | 324,429 | $10.8M | 410,984 | -86,555-21.06% | Reduce |
 PLANET FITNESS MASTER ISSUERPLNT |
| 2.66% | 2.24% | $11.5M | 219,748 | $8.1M | 108,802 | +110,946+101.97% | Add |
 AMAZON COM INCAMZN |
| 2.59% | 4.16% | $11.2M | 46,885 | $15.0M | 72,123 | -25,238-34.99% | Reduce |
| DDYNATRACE INCDT |
| 2.37% | 1.76% | $10.2M | 232,883 | $6.3M | 171,555 | +61,328+35.75% | Add |
 DOLLAR TREE INCDLTR |
| 2.19% | 2.4% | $9.5M | 78,244 | $8.7M | 79,163 | -919-1.16% | Reduce |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 2.19% | 1.84% | $9.5M | 18,870 | $6.6M | 13,493 | +5,377+39.85% | Add |
 LENNAR CORPLEN |
| 2.14% | 0.45% | $9.2M | 103,173 | $1.6M | 19,672 | +83,501+424.47% | Add |
| JJBT MAREL CORPORATIONJBTM |
| 1.96% | 0.48% | $8.5M | 58,449 | $1.7M | 13,452 | +44,997+334.50% | Add |
| AALBANY INTL CORPAIN |
| 1.91% | 2.54% | $8.2M | 110,632 | $9.2M | 175,668 | -65,036-37.02% | Reduce |
 WORKDAY INCWDAY |
| 1.85% | 1.68% | $8.0M | 65,339 | $6.1M | 46,600 | +18,739+40.21% | Add |
| BBILL HOLDINGS INCBILL |
| 1.84% | 3% | $8.0M | 219,975 | $10.8M | 282,447 | -62,472-22.12% | Reduce |
 ALKAMI TECHNOLOGY INCALKT |
| 1.84% | — | $7.9M | 437,735 | $0 | 0 | +437,735 | New Buy |
 EL POLLO LOCO HLDGS INC COMLOCO |
| 1.79% | 1.68% | $7.7M | 455,982 | $6.1M | 438,269 | +17,713+4.04% | Add |
| FFRESHPET INCFRPT |
| 1.63% | — | $7.0M | 118,790 | $0 | 0 | +118,790 | New Buy |
 ADOBE INC COMADBE |
| 1.61% | 1.91% | $7.0M | 34,009 | $6.9M | 28,365 | +5,644+19.90% | Add |
| BBRAZE INCBRZE |
| 1.6% | 1.55% | $6.9M | 319,141 | $5.6M | 236,468 | +82,673+34.96% | Add |
| SSERVICETITAN INC SHS CL ATTAN |
| 1.53% | 1.21% | $6.6M | 93,408 | $4.4M | 68,984 | +24,424+35.41% | Add |
| SSOMNIGROUP INTERNATIONAL INC COMSGI |
| 1.48% | — | $6.4M | 81,544 | $0 | 0 | +81,544 | New Buy |
| AATLASSIAN CORPORATION CL ATEAM |
| 1.4% | 1.79% | $6.0M | 77,704 | $6.5M | 94,831 | -17,127-18.06% | Reduce |
| AAMPLITUDE INCAMPL |
| 1.39% | 2.39% | $6.0M | 783,808 | $8.6M | 1.3M | -480,478-38.00% | Reduce |
| LLUXEXPERIENCE BVLUXE |
| 1.29% | 1.5% | $5.6M | 750,297 | $5.4M | 675,553 | +74,744+11.06% | Add |
 MESA LABS INCMLAB |
| 1.28% | 2.48% | $5.5M | 55,344 | $9.0M | 101,292 | -45,948-45.36% | Reduce |
 PINTEREST INCPINS |
| 1.19% | 2.51% | $5.1M | 243,667 | $9.1M | 493,998 | -250,331-50.67% | Reduce |
| LLIONSGATE STUDIOS CORPLION |
| 1.14% | 2.39% | $4.9M | 322,397 | $8.6M | 899,114 | -576,717-64.14% | Reduce |
 FAIR ISAAC CORPFICO |
| 1.1% | — | $4.7M | 3,973 | $0 | 0 | +3,973 | New Buy |
 SPECTRUM BRANDS HOLDINGS INCSPB |
| 1.08% | 3.04% | $4.7M | 54,597 | $11.0M | 148,767 | -94,170-63.30% | Reduce |
 EVERQUOTE INCEVER |
| 1.06% | 1.3% | $4.6M | 192,749 | $4.7M | 304,110 | -111,361-36.62% | Reduce |
 INSTALLED BLDG PRODS INCIBP |
| 1.02% | — | $4.4M | 19,168 | $0 | 0 | +19,168 | New Buy |
 FUNKO INC CLASS AFNKO |
| 1.01% | 0.66% | $4.4M | 743,052 | $2.4M | 756,876 | -13,824-1.83% | Reduce |
 GIBRALTAR INDS INCROCK |
| 0.96% | — | $4.1M | 91,939 | $0 | 0 | +91,939 | New Buy |
| RREVOLUTION MEDICINES INC COMRVMD |
| 0.9% | 0.52% | $3.9M | 20,845 | $1.9M | 19,114 | +1,731+9.06% | Add |
 BRIGHT HORIZONS FAM SOL IN DBFAM |
| 0.9% | — | $3.9M | 54,740 | $0 | 0 | +54,740 | New Buy |
 FLUOR CORPFLR |
| 0.84% | 2.21% | $3.6M | 69,585 | $8.0M | 171,049 | -101,464-59.32% | Reduce |
| RRUSH STREET INTERACTIVE INCRSI |
| 0.78% | 0.96% | $3.4M | 113,905 | $3.5M | 159,321 | -45,416-28.51% | Reduce |
| TTAT TECHNOLOGIES LTDTATT |
| 0.77% | 0.64% | $3.3M | 68,841 | $2.3M | 56,421 | +12,420+22.01% | Add |
 PROTHENA CORP PLCPRTA |
| 0.75% | 1.31% | $3.2M | 329,052 | $4.7M | 485,617 | -156,565-32.24% | Reduce |
| CCOMMERCE.COM INC COM SER 1CMRC |
| 0.73% | 0.86% | $3.2M | 1.1M | $3.1M | 1.2M | -97,613-8.38% | Reduce |
 ABIVAX SAABVX |
| 0.67% | — | $2.9M | 21,644 | $0 | 0 | +21,644 | New Buy |
| FFIVE BELOW INCFIVE |
| 0.65% | 1.27% | $2.8M | 15,547 | $4.6M | 19,970 | -4,423-22.15% | Reduce |
| VVIKING THERAPEUTICS INCVKTX |
| 0.6% | 0.61% | $2.6M | 66,502 | $2.2M | 67,841 | -1,339-1.97% | Reduce |
 UNIQURE NVQURE |
| 0.54% | 0.16% | $2.4M | 51,066 | $562,881 | 34,427 | +16,639+48.33% | Add |
| DDONNELLEY FINL SOLUTIONS INCDFIN |
| 0.44% | — | $1.9M | 44,806 | $0 | 0 | +44,806 | New Buy |
