 BROADCOM INCAVGO |
| 13.65% | 0.72% | $82.0M | 217,265 | $3.0M | 9,556 | +207,709+2,173.60% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 12.18% | 15.15% | $73.2M | 153,341 | $62.6M | 184,607 | -31,266-16.94% | Reduce |
 ARISTA NETWORKS INCANET |
| 11.84% | 12.52% | $71.1M | 419,076 | $51.7M | 420,014 | -938-0.22% | Reduce |
 WOODWARD INCWWD |
| 6.13% | — | $36.8M | 86,629 | $0 | 0 | +86,629 | New Buy |
 AMPHENOL CORPAPH |
| 5.46% | 5.69% | $32.8M | 186,110 | $23.5M | 185,367 | +743+0.40% | Add |
 ELI LILLY & COLLY |
| 5.23% | 5.82% | $31.5M | 26,251 | $24.0M | 26,061 | +190+0.73% | Add |
 NVIDIA CORPORATIONNVDA |
| 5.16% | — | $31.0M | 154,959 | $0 | 0 | +154,959 | New Buy |
 LAUDER ESTEE COS INC CL AEL |
| 4.67% | — | $28.1M | 355,673 | $0 | 0 | +355,673 | New Buy |
 ANALOG DEVICES INC COMADI |
| 4.63% | 6.26% | $27.8M | 70,156 | $25.9M | 81,044 | -10,888-13.43% | Reduce |
 CBOE GLOBAL MKTS INCCBOE |
| 4.31% | — | $25.9M | 106,908 | $0 | 0 | +106,908 | New Buy |
| FFIVE BELOW INCFIVE |
| 4.21% | — | $25.3M | 140,847 | $0 | 0 | +140,847 | New Buy |
 HERSHEY CO COMHSY |
| 3.71% | — | $22.3M | 127,096 | $0 | 0 | +127,096 | New Buy |
 GLOBUS MED INCGMED |
| 3.13% | 4.95% | $18.8M | 238,200 | $20.5M | 236,615 | +1,585+0.67% | Add |
| GGE HEALTHCARE TECHNOLOGIES IGEHC |
| 2.58% | 0.3% | $15.5M | 242,161 | $1.3M | 17,636 | +224,525+1,273.11% | Add |
 AMAZON COM INCAMZN |
| 2.42% | — | $14.5M | 61,050 | $0 | 0 | +61,050 | New Buy |
| VV F CORPVFC |
| 2.27% | — | $13.7M | 820,157 | $0 | 0 | +820,157 | New Buy |
 GXO LOGISTICS INCORPORATEDGXO |
| 1.14% | 2.05% | $6.8M | 135,089 | $8.5M | 162,766 | -27,677-17.00% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 1.02% | 1% | $6.1M | 5,305 | $4.1M | 12,179 | -6,874-56.44% | Reduce |
 TEXTRON INCTXT |
| 0.96% | — | $5.8M | 63,169 | $0 | 0 | +63,169 | New Buy |
 WASTE CONNECTIONS INCWCN |
| 0.95% | — | $5.7M | 34,303 | $0 | 0 | +34,303 | New Buy |
 WABTECWAB |
| 0.92% | 1.17% | $5.5M | 20,473 | $4.8M | 19,214 | +1,259+6.55% | Add |
 JOHNSON CONTROLS INTERNATIONJCI |
| 0.81% | 1.6% | $4.9M | 33,223 | $6.6M | 50,321 | -17,098-33.98% | Reduce |
 ROSS STORES INC COMROST |
| 0.66% | — | $4.0M | 18,694 | $0 | 0 | +18,694 | New Buy |
| CCHART INDS INCGTLS |
| 0.62% | 0.9% | $3.7M | 17,874 | $3.7M | 17,874 | 00.00% | Unchanged |
 WARNER BROS DISCOVERY INCWBD |
| 0.46% | — | $2.8M | 103,500 | $0 | 0 | +103,500 | New Buy |
 META PLATFORMS INCMETA |
| 0.38% | — | $2.3M | 4,080 | $0 | 0 | +4,080 | New Buy |
 SCHWAB CHARLES CORPSCHW |
| 0.26% | — | $1.5M | 17,000 | $0 | 0 | +17,000 | New Buy |
 NIKE INCNKE |
| 0.12% | 0.33% | $701,100 | 17,100 | $1.4M | 37,800 | -20,700-54.76% | Reduce |
 WARNER BROS DISCOVERY INCWBD |
| 0.09% | — | $564,030 | 20,890 | $0 | 0 | +20,890 | New Buy |
 BRADY CORPBRC |
| 0.05% | — | $299,132 | 3,269 | $0 | 0 | +3,269 | New Buy |
