| SSPACE EXPLORATION TECHN CORPSPCX |
| 12.18% | — | $302.4M | 1.8M | $0 | 0 | +1.8M | New Buy |
| MMEDLINE INC COM CL AMDLN |
| 5.8% | 7.43% | $144.0M | 3.7M | $111.3M | 2.5M | +1.2M+46.04% | Add |
 DIGITAL RLTY TR INC COMDLR |
| 4.14% | — | $102.7M | 572,000 | $0 | 0 | +572,000 | New Buy |
 NVIDIA CORPORATIONNVDA |
| 3.67% | — | $91.2M | 456,000 | $0 | 0 | +456,000 | New Buy |
 L3HARRIS TECHNOLOGIES INCLHX |
| 3.51% | 6.34% | $87.2M | 300,000 | $94.9M | 275,000 | +25,000+9.09% | Add |
 ALPHABET INCGOOGL |
| 2.88% | — | $71.5M | 200,000 | $0 | 0 | +200,000 | New Buy |
| AAlphabet Inc Class CGOOG |
| 2.84% | — | $70.7M | 200,000 | $0 | 0 | +200,000 | New Buy |
| BBRIGHTSPRING HEALTH SVCS INCBTSG |
| 2.81% | 1.71% | $69.7M | 1.0M | $25.6M | 600,000 | +400,000+66.67% | Add |
| BBAIDU INCBIDU |
| 2.3% | — | $57.1M | 500,000 | $0 | 0 | +500,000 | New Buy |
| CCEREBRAS SYS INC CLASS ACBRS |
| 2.22% | — | $55.3M | 250,000 | $0 | 0 | +250,000 | New Buy |
 AMERICAN ELEC PWR CO INCAEP |
| 2.2% | — | $54.7M | 400,000 | $0 | 0 | +400,000 | New Buy |
 DIAMONDBACK ENERGY INCFANG |
| 2.12% | 3.96% | $52.7M | 300,000 | $59.3M | 300,000 | 00.00% | Unchanged |
| LLEGENCE CORPLGN |
| 2.06% | 2.26% | $51.1M | 600,000 | $33.9M | 600,000 | 00.00% | Unchanged |
 ENTERGY CORP NEWETR |
| 1.85% | — | $45.9M | 400,000 | $0 | 0 | +400,000 | New Buy |
| IINNIO NVINIO |
| 1.67% | — | $41.5M | 1.1M | $0 | 0 | +1.1M | New Buy |
| KKRATOS DEFENSE & SEC SOLUTIOKTOS |
| 1.51% | 0.47% | $37.4M | 750,000 | $7.1M | 100,000 | +650,000+650.00% | Add |
| GGALAXY DIGITAL INC.GLXY |
| 1.38% | 1.54% | $34.2M | 1.3M | $23.1M | 1.3M | 00.00% | Unchanged |
| FFORGENT POWER SOLUTIONS INCFPS |
| 1.24% | 0.59% | $30.7M | 550,000 | $8.8M | 300,000 | +250,000+83.33% | Add |
 LIFE TIME GROUP HOLDINGS INCLTH |
| 1.23% | — | $30.6M | 750,000 | $0 | 0 | +750,000 | New Buy |
| MMADISON AIR SOLUTIONS CORP COM SHS CL AMAIR |
| 1.1% | — | $27.3M | 700,000 | $0 | 0 | +700,000 | New Buy |
| KKODIAK GAS SVCS INCKGS |
| 1.06% | 0.97% | $26.3M | 350,000 | $14.6M | 250,000 | +100,000+40.00% | Add |
 ITT INCITT |
| 1% | 3.18% | $24.7M | 125,000 | $47.6M | 250,000 | -125,000-50.00% | Reduce |
| AARXIS INCARXS |
| 0.93% | — | $23.1M | 500,000 | $0 | 0 | +500,000 | New Buy |
| GGLOBALFOUNDRIES INC ORDINARY SHARESGFS |
| 0.83% | 0.74% | $20.6M | 250,000 | $11.1M | 250,000 | 00.00% | Unchanged |
| VVSE CORPVSEC |
| 0.83% | 1.11% | $20.6M | 90,000 | $16.6M | 90,000 | 00.00% | Unchanged |
| FFERVO ENERGY COFRVO |
| 0.82% | — | $20.5M | 700,000 | $0 | 0 | +700,000 | New Buy |
| MMIAMI INTL HLDGS INCMIAX |
| 0.82% | 1.43% | $20.4M | 550,000 | $21.4M | 550,000 | 00.00% | Unchanged |
| SSPYRE THERAPEUTICS INCSYRE |
| 0.8% | 0.34% | $20.0M | 225,000 | $5.0M | 100,000 | +125,000+125.00% | Add |
| NNASDAQ INCNDAQ |
| 0.79% | 1.42% | $19.7M | 250,000 | $21.2M | 250,000 | 00.00% | Unchanged |
| AANDERSEN GROUP INCANDG |
| 0.76% | 0.91% | $18.9M | 500,000 | $13.6M | 500,000 | 00.00% | Unchanged |
| TTERAWULF INC COMWULF |
| 0.75% | — | $18.5M | 750,000 | $0 | 0 | +750,000 | New Buy |
 NEKTAR THERAPEUTICS COM NEWNKTR |
| 0.67% | 0.6% | $16.8M | 240,000 | $9.0M | 125,000 | +115,000+92.00% | Add |
| QQUANTINUUM INCQNT |
| 0.66% | — | $16.3M | 200,000 | $0 | 0 | +200,000 | New Buy |
| VVERADERMICS INCMANE |
| 0.62% | 0.32% | $15.4M | 125,000 | $4.7M | 74,750 | +50,250+67.22% | Add |
 HSBC HLDGS PLC SPON ADR NEWHSBC |
| 0.62% | 1.15% | $15.3M | 150,000 | $17.1M | 200,000 | -50,000-25.00% | Reduce |
 STANDARDAERO INCSARO |
| 0.6% | 1.1% | $15.0M | 500,000 | $16.5M | 637,500 | -137,500-21.57% | Reduce |
| VV2X INCVVX |
| 0.6% | 0.69% | $14.9M | 200,000 | $10.3M | 150,000 | +50,000+33.33% | Add |
 SUPER MICRO COMPUTER INCSMCI |
| 0.59% | — | $14.7M | 500,000 | $0 | 0 | +500,000 | New Buy |
| NNRG ENERGY INCNRG |
| 0.59% | 1.71% | $14.6M | 100,000 | $25.6M | 175,000 | -75,000-42.86% | Reduce |
| SSOLV ENERGY INCMWH |
| 0.55% | 0.3% | $13.6M | 400,000 | $4.5M | 150,000 | +250,000+166.67% | Add |
 AMER SPORTS INC COM SHSAS |
| 0.54% | 0.88% | $13.5M | 400,000 | $13.2M | 400,000 | 00.00% | Unchanged |
| VVISHAY INTERTECHNOLOGY INCVSH |
| 0.54% | — | $13.3M | 248,000 | $0 | 0 | +248,000 | New Buy |
 APOGEE THERAPEUTICS INCAPGE |
| 0.53% | 0.56% | $13.3M | 100,000 | $8.4M | 100,000 | 00.00% | Unchanged |
| AAMKOR TECHNOLOGY INCAMKR |
| 0.52% | 0.75% | $12.9M | 150,000 | $11.3M | 250,000 | -100,000-40.00% | Reduce |
| IINGRAM MICRO HLDG CORP COMINGM |
| 0.5% | 0.31% | $12.3M | 450,000 | $4.7M | 200,000 | +250,000+125.00% | Add |
 XOMETRY INCXMTR |
| 0.49% | — | $12.1M | 125,000 | $0 | 0 | +125,000 | New Buy |
 ABIVAX SAABVX |
| 0.48% | 0.37% | $12.0M | 90,000 | $5.6M | 50,000 | +40,000+80.00% | Add |
| VVIAVI SOLUTIONS INCVIAV |
| 0.48% | — | $11.9M | 250,000 | $0 | 0 | +250,000 | New Buy |
 MICROSOFT CORPMSFT |
| 0.48% | 1.76% | $11.9M | 32,000 | $26.3M | 71,000 | -39,000-54.93% | Reduce |
| CCOMFORT SYS USA INCFIX |
| 0.48% | — | $11.9M | 6,000 | $0 | 0 | +6,000 | New Buy |
