| DDIVERSIFIED ENERGY CODEC |
| 10.42% | 9.6% | $25.3M | 1.8M | $29.1M | 1.7M | +158,837+9.51% | Add |
 FIDELITY NATL INFORMATION SVCS COMFIS |
| 4.68% | 3.06% | $11.4M | 292,811 | $9.3M | 197,811 | +95,000+48.03% | Add |
| EESTABLISHMENT LABS HLDGS INCESTA |
| 4.62% | 5.78% | $11.2M | 130,979 | $17.5M | 308,623 | -177,644-57.56% | Reduce |
 ANTERO RESOURCES CORPAR |
| 4.11% | 2.53% | $10.0M | 284,400 | $7.7M | 180,700 | +103,700+57.39% | Add |
| MMARAVAI LIFESCIENCES HLDGS INC COM CL AMRVI |
| 4.09% | 3.26% | $10.0M | 1.6M | $9.9M | 3.5M | -1.9M-54.36% | Reduce |
 GLOBAL PMTS INC COMGPN |
| 3.94% | 3.52% | $9.6M | 132,155 | $10.7M | 158,555 | -26,400-16.65% | Reduce |
| DDNOW INCDNOW |
| 3.86% | 5.31% | $9.4M | 723,399 | $16.1M | 1.4M | -628,677-46.50% | Reduce |
| CCORE NATURAL RESOURCES INCCNR |
| 3.52% | 3% | $8.6M | 107,109 | $9.1M | 86,809 | +20,300+23.38% | Add |
| CCERTARA INCCERT |
| 3.48% | 1.49% | $8.5M | 1.3M | $4.5M | 792,121 | +500,600+63.20% | Add |
| BBILL HOLDINGS INCBILL |
| 3.26% | 1.48% | $7.9M | 219,400 | $4.5M | 117,500 | +101,900+86.72% | Add |
 EXPAND ENERGY CORPORATIONEXE |
| 3.06% | 2.2% | $7.5M | 81,700 | $6.7M | 60,800 | +20,900+34.38% | Add |
| NNOBLE CORP PLCNE |
| 2.8% | 2.49% | $6.8M | 182,904 | $7.6M | 154,004 | +28,900+18.77% | Add |
 BLACKLINE INCBL |
| 2.76% | 1.98% | $6.7M | 239,237 | $6.0M | 162,300 | +76,937+47.40% | Add |
| EEPAM SYS INCEPAM |
| 2.62% | 1.46% | $6.4M | 80,480 | $4.4M | 32,780 | +47,700+145.52% | Add |
| CCARDIOL THERAPEUTICS INCCRDL |
| 2.23% | 2.28% | $5.4M | 5.1M | $6.9M | 5.1M | -16,300-0.32% | Reduce |
| AARS PHARMACEUTICALS INCSPRY |
| 2% | 0.56% | $4.9M | 607,039 | $1.7M | 210,400 | +396,639+188.52% | Add |
| AATLASSIAN CORPORATION CL ATEAM |
| 1.9% | 1.5% | $4.6M | 59,500 | $4.5M | 66,500 | -7,000-10.53% | Reduce |
 SCHRODINGER INCSDGR |
| 1.87% | 1.46% | $4.6M | 280,202 | $4.4M | 388,802 | -108,600-27.93% | Reduce |
 COMCAST CORP NEW CL ACMCSA |
| 1.82% | 0.33% | $4.4M | 180,000 | $993,366 | 34,600 | +145,400+420.23% | Add |
 BORR DRILLING LTDBORR |
| 1.8% | 1.55% | $4.4M | 1.1M | $4.7M | 815,698 | +243,620+29.87% | Add |
 SERVICENOW INCNOW |
| 1.66% | 1.26% | $4.0M | 40,760 | $3.8M | 36,560 | +4,200+11.49% | Add |
| AATLAS ENERGY SOLUTIONS INCAESI |
| 1.58% | — | $3.8M | 231,200 | $0 | 0 | +231,200 | New Buy |
 ADOBE INC COMADBE |
| 1.42% | 1.07% | $3.5M | 16,880 | $3.2M | 13,320 | +3,560+26.73% | Add |
 ARCUTIS BIOTHERAPEUTICS INCARQT |
| 1.22% | 1.29% | $3.0M | 113,084 | $3.9M | 166,191 | -53,107-31.96% | Reduce |
 CELANESE CORP DELCE |
| 1.2% | — | $2.9M | 63,400 | $0 | 0 | +63,400 | New Buy |
 ADVANCED MICRO DEVICES INCAMD |
| 1.19% | — | $2.9M | 5,000 | $0 | 0 | +5,000 | New Buy |
| SSEADRILL LTDSDRL |
| 1.19% | 0.84% | $2.9M | 76,600 | $2.6M | 56,319 | +20,281+36.01% | Add |
| HHERON THERAPEUTICS INC COMHRTX |
| 1.14% | 1.67% | $2.8M | 6.5M | $5.1M | 6.3M | +174,040+2.75% | Add |
 HUBSPOT INCHUBS |
| 1.12% | 0.68% | $2.7M | 14,960 | $2.1M | 8,440 | +6,520+77.25% | Add |
| FFISERV INCFISV |
| 1.09% | — | $2.7M | 54,100 | $0 | 0 | +54,100 | New Buy |
 INTUITINTU |
| 1.06% | 0.67% | $2.6M | 9,920 | $2.0M | 4,720 | +5,200+110.17% | Add |
| EEVOLENT HEALTH INCEVH |
| 0.98% | 1.46% | $2.4M | 441,456 | $4.4M | 1.9M | -1.5M-77.32% | Reduce |
| VValaris LTD Non-Tradeable AssetVAL |
| 0.96% | — | $2.3M | 32,200 | $0 | 0 | +32,200 | New Buy |
| QQUIDELORTHO CORPQDEL |
| 0.94% | 1.17% | $2.3M | 129,890 | $3.6M | 216,090 | -86,200-39.89% | Reduce |
 LYONDELLBASELL INDUSTRIES NV SHS - A -LYB |
| 0.92% | — | $2.2M | 42,620 | $0 | 0 | +42,620 | New Buy |
 SHIFT4 PMTS INCFOUR |
| 0.91% | 0.33% | $2.2M | 45,600 | $1.0M | 23,100 | +22,500+97.40% | Add |
| SSANDISK CORP COMSNDK |
| 0.89% | — | $2.2M | 950 | $0 | 0 | +950 | New Buy |
| WWORKIVA INCWK |
| 0.83% | 0.73% | $2.0M | 41,650 | $2.2M | 37,300 | +4,350+11.66% | Add |
 WORKDAY INCWDAY |
| 0.8% | 0.79% | $1.9M | 15,900 | $2.4M | 18,500 | -2,600-14.05% | Reduce |
| PPATTERSON-UTI ENERGY INCPTEN |
| 0.69% | — | $1.7M | 182,832 | $0 | 0 | +182,832 | New Buy |
| SSPROUT SOCIAL INCSPT |
| 0.63% | 0.36% | $1.5M | 203,200 | $1.1M | 192,100 | +11,100+5.78% | Add |
 MARVELL TECHNOLOGY INCMRVL |
| 0.61% | — | $1.5M | 5,000 | $0 | 0 | +5,000 | New Buy |
 SALESFORCE INCCRM |
| 0.61% | — | $1.5M | 9,400 | $0 | 0 | +9,400 | New Buy |
 DEVON ENERGY CORP NEWDVN |
| 0.59% | — | $1.4M | 34,900 | $0 | 0 | +34,900 | New Buy |
 MOSAIC COMOS |
| 0.53% | — | $1.3M | 61,400 | $0 | 0 | +61,400 | New Buy |
 MICRON TECHNOLOGY INCMU |
| 0.47% | — | $1.2M | 1,000 | $0 | 0 | +1,000 | New Buy |
| GGITLAB INCGTLB |
| 0.46% | 0.64% | $1.1M | 36,500 | $2.0M | 90,400 | -53,900-59.62% | Reduce |
 NUTRIEN LTDNTR |
| 0.43% | — | $1.0M | 16,500 | $0 | 0 | +16,500 | New Buy |
| EELASTIC N VESTC |
| 0.42% | 1.67% | $1.0M | 18,000 | $5.1M | 101,100 | -83,100-82.20% | Reduce |
| TTIDEWATER INC NEWTDW |
| 0.41% | — | $999,450 | 15,000 | $0 | 0 | +15,000 | New Buy |
