| DDYCOM INDS INCDY |
| 22.68% | 15.64% | $19.2M | 37,923 | $11.8M | 34,972 | +2,951+8.44% | Add |
| UUFP TECHNOLOGIES INCUFPT |
| 15.84% | 13.49% | $13.4M | 50,498 | $10.2M | 52,788 | -2,290-4.34% | Reduce |
 HEICO CORP NEWHEI |
| 15.24% | 11.12% | $12.9M | 49,958 | $8.4M | 39,921 | +10,037+25.14% | Add |
 ALIGN TECHNOLOGY INC COM USD0.0001ALGN |
| 11.55% | 13.87% | $9.8M | 57,903 | $10.5M | 61,312 | -3,409-5.56% | Reduce |
| PPEOPLE INCPPLI |
| 10.09% | 16.12% | $8.5M | 184,734 | $12.2M | 305,099 | -120,365-39.45% | Reduce |
| FFIGS INCFIGS |
| 8.44% | 10.05% | $7.1M | 697,247 | $7.6M | 515,569 | +181,678+35.24% | Add |
 U HAUL HOLDING COMPANYSCL |
| 8.13% | 7.02% | $6.9M | 119,045 | $5.3M | 119,045 | 00.00% | Unchanged |
 BRIGHT HORIZONS FAM SOL IN DBFAM |
| 5.06% | — | $4.3M | 60,370 | $0 | 0 | +60,370 | New Buy |
 N-ABLE INCNABL |
| 2.51% | 7.66% | $2.1M | 577,464 | $5.8M | 1.2M | -666,207-53.57% | Reduce |
| IISHARES EXPANDED TECH-SOFTWARE (US)IGV |
| 0.46% | — | $389,036 | 4,294 | $0 | 0 | +4,294 | New Buy |
