| CCable One IncCABO |
| 7.71% | 0.91% | $1.05B | 1.2M | $948.3M | 1.2M | 00.00% | Unchanged |
 UNITEDHEALTH GROUP INCUNH |
| 3.67% | 1.2% | $501.4M | 984,591 | $1.25B | 2.5M | -1.5M-61.01% | Reduce |
 APPLE INCAAPL |
| 1.46% | 3.19% | $199.9M | 949,340 | $3.32B | 19.4M | -18.4M-95.10% | Reduce |
| VVANGUARD INDEX FDSVOO |
| 1.41% | 0.18% | $192.6M | 385,000 | $185.3M | 385,386 | -386-0.10% | Reduce |
| IISHARES TRIEFA |
| 1.32% | 0.18% | $179.7M | 2.5M | $183.6M | 2.5M | 00.00% | Unchanged |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 1.08% | 0.14% | $147.3M | 376,636 | $149.8M | 376,636 | 00.00% | Unchanged |
 DEXCOM INCDXCM |
| 1% | 0.26% | $136.1M | 1.2M | $265.8M | 1.9M | -716,181-37.37% | Reduce |
| TTRANSMEDICS GROUP INCTMDX |
| 0.9% | 0.06% | $122.9M | 816,264 | $62.7M | 847,885 | -31,621-3.73% | Reduce |
 FAIR ISAAC CORPFICO |
| 0.78% | 0.14% | $106.9M | 71,780 | $145.6M | 116,510 | -44,730-38.39% | Reduce |
| BBLACKROCK ETF TRUSTLCTU |
| 0.78% | 0.1% | $106.0M | 1.8M | $102.5M | 1.8M | 00.00% | Unchanged |
 INTUITIVE SURGICAL INCISRG |
| 0.77% | 0.29% | $105.0M | 236,000 | $298.4M | 747,649 | -511,649-68.43% | Reduce |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.65% | 0.18% | $89.0M | 232,192 | $188.2M | 587,038 | -354,846-60.45% | Reduce |
 CLEAN HARBORS INCCLH |
| 0.61% | 0.09% | $82.6M | 365,440 | $91.5M | 454,428 | -88,988-19.58% | Reduce |
 METTLER TOLEDO INTERNATIONALMTD |
| 0.6% | 0.13% | $81.8M | 58,512 | $133.3M | 100,142 | -41,630-41.57% | Reduce |
 VERISK ANALYTICS INC COMVRSK |
| 0.6% | 0.12% | $81.6M | 302,906 | $125.7M | 533,250 | -230,344-43.20% | Reduce |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.58% | 0.48% | $78.7M | 142,281 | $499.8M | 859,879 | -717,598-83.45% | Reduce |
| CCYBERARK SOFTWARE LTDCYBR |
| 0.57% | 0.08% | $77.3M | 282,560 | $85.3M | 321,151 | -38,591-12.02% | Reduce |
 HEICO CORP NEWHEI |
| 0.56% | 0.08% | $77.0M | 344,395 | $80.0M | 419,048 | -74,653-17.81% | Reduce |
 PALO ALTOPANW |
| 0.55% | 0.19% | $75.7M | 223,411 | $200.4M | 705,076 | -481,665-68.31% | Reduce |
 AMAZON COM INCAMZN |
| 0.55% | 2.21% | $74.6M | 386,000 | $2.30B | 12.8M | -12.4M-96.97% | Reduce |
 EQUIFAX INCEFX |
| 0.53% | 0.11% | $72.7M | 299,838 | $116.5M | 435,563 | -135,725-31.16% | Reduce |
 KLA CORPKLAC |
| 0.53% | 0.19% | $72.4M | 87,823 | $193.1M | 276,398 | -188,575-68.23% | Reduce |
 CADENCE DESIGN SYSTEM INC COMAYI |
| 0.51% | 0.23% | $69.8M | 226,804 | $241.0M | 774,107 | -547,303-70.70% | Reduce |
 WABTECWAB |
| 0.51% | 0.1% | $69.8M | 441,458 | $108.3M | 747,185 | -305,727-40.92% | Reduce |
 STERIS PLCSTE |
| 0.5% | 0.1% | $68.2M | 310,786 | $103.8M | 461,555 | -150,769-32.67% | Reduce |
 NATERA INCNTRA |
| 0.49% | 0.07% | $67.4M | 622,421 | $69.1M | 755,903 | -133,482-17.66% | Reduce |
| TTWIST BIOSCIENCE CORPTWST |
| 0.49% | 0.05% | $67.3M | 1.4M | $48.7M | 1.4M | -54,050-3.80% | Reduce |
| BBLACKROCK ETF TRUSTLCTD |
| 0.49% | 0.06% | $66.3M | 1.5M | $67.6M | 1.5M | 00.00% | Unchanged |
 IDEXX LABS INC COMIDXX |
| 0.48% | 0.15% | $65.9M | 135,172 | $151.2M | 280,010 | -144,838-51.73% | Reduce |
 SYNOPSYS INCSNPS |
| 0.45% | 0.24% | $61.1M | 102,599 | $247.8M | 433,578 | -330,979-76.34% | Reduce |
 DATADOG INCDDOG |
| 0.44% | 0.09% | $60.6M | 467,425 | $91.6M | 740,991 | -273,566-36.92% | Reduce |
 ZSCALER INCZS |
| 0.44% | 0.09% | $60.2M | 313,068 | $94.4M | 490,106 | -177,038-36.12% | Reduce |
| SSHOCKWAVE MED INC |
| 0.44% | 0.07% | $59.9M | 180,089 | $77.3M | 237,491 | -57,402-24.17% | Reduce |
 DESCARTES SYS GROUP INCDSGX |
| 0.44% | 0.06% | $59.4M | 613,653 | $63.7M | 695,494 | -81,841-11.77% | Reduce |
 AMERICAN WTR WKS CO INC NEWAWK |
| 0.43% | 0.09% | $58.6M | 453,924 | $95.2M | 779,367 | -325,443-41.76% | Reduce |
 CLOUDFLARE INCNET |
| 0.43% | 0.1% | $58.4M | 705,490 | $100.7M | 1.0M | -334,144-32.14% | Reduce |
 FORTINET INCFTNT |
| 0.42% | 0.12% | $57.9M | 961,377 | $129.8M | 1.9M | -939,052-49.41% | Reduce |
| IINARI MED INC |
| 0.42% | 0.06% | $57.4M | 1.2M | $61.7M | 1.3M | -94,874-7.38% | Reduce |
 OKTA INC CLASS AOKTA |
| 0.41% | 0.08% | $56.6M | 604,116 | $81.0M | 774,592 | -170,476-22.01% | Reduce |
 TRIMBLE INC COMTRMB |
| 0.41% | 0.14% | $55.9M | 1.0M | $140.6M | 2.2M | -1.2M-54.24% | Reduce |
 TELEDYNE TECHNOLOGIES INCTDY |
| 0.4% | 0.09% | $54.8M | 141,144 | $94.7M | 220,548 | -79,404-36.00% | Reduce |
 GENTEX CORPGNTX |
| 0.4% | 0.07% | $54.5M | 1.6M | $68.2M | 1.9M | -272,860-14.44% | Reduce |
 KRYSTAL BIOTECH INCKRYS |
| 0.4% | 0.05% | $54.3M | 295,895 | $57.3M | 321,946 | -26,051-8.09% | Reduce |
| SSELECT SECTOR SPDR TRXLF |
| 0.39% | 0.14% | $53.4M | 1.3M | $145.5M | 3.5M | -2.2M-62.35% | Reduce |
 LINDE PLCLIN |
| 0.39% | 0.48% | $53.2M | 121,289 | $505.1M | 1.1M | -966,567-88.85% | Reduce |
 CAMTEK LTDCAMT |
| 0.39% | 0.04% | $53.1M | 423,683 | $38.4M | 458,744 | -35,061-7.64% | Reduce |
 Nice Ltd ADRNICE |
| 0.38% | 0.08% | $52.0M | 302,094 | $80.7M | 309,694 | -7,600-2.45% | Reduce |
| AANSYS INC COMANSS |
| 0.37% | 0.12% | $50.4M | 156,674 | $128.6M | 370,366 | -213,692-57.70% | Reduce |
 AUTODESK INCADSK |
| 0.37% | 0.16% | $50.2M | 203,047 | $163.3M | 627,025 | -423,978-67.62% | Reduce |
 GUARDANT HEALTH INCGH |
| 0.36% | 0.04% | $49.0M | 1.7M | $38.1M | 1.8M | -146,755-7.96% | Reduce |
