 AMAZON COM INCAMZN |
| 8.88% | 7.29% | $32.3M | 135,588 | $25.8M | 123,881 | +11,707+9.45% | Add |
| AAMRIZE LTD SHSAMRZ |
| 6.64% | 3.84% | $24.2M | 453,631 | $13.6M | 242,833 | +210,798+86.81% | Add |
| DDYCOM INDS INCDY |
| 5.77% | 2.16% | $21.0M | 41,537 | $7.6M | 22,537 | +19,000+84.31% | Add |
 TRANSUNIONTRU |
| 5.32% | 5.25% | $19.4M | 268,657 | $18.6M | 268,657 | 00.00% | Unchanged |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 5.24% | 5.28% | $19.1M | 38,032 | $18.7M | 38,032 | 00.00% | Unchanged |
 SYNOPSYS INCSNPS |
| 4.96% | 3.7% | $18.1M | 40,518 | $13.1M | 33,064 | +7,454+22.54% | Add |
 VISA INCV |
| 4.23% | 3.75% | $15.4M | 44,927 | $13.3M | 43,872 | +1,055+2.40% | Add |
 TRADEWEB MKTS INCTW |
| 4.21% | 5.06% | $15.3M | 153,794 | $17.9M | 152,134 | +1,660+1.09% | Add |
 INTERCONTINENTAL EXCHANGE INC COMICE |
| 4.11% | 5.4% | $15.0M | 121,501 | $19.1M | 121,501 | 00.00% | Unchanged |
 EDWARDS LIFESCIENCES CORPEW |
| 3.6% | 3.28% | $13.1M | 144,918 | $11.6M | 144,918 | 00.00% | Unchanged |
| AAlphabet Inc Class CGOOG |
| 3.54% | 2.96% | $12.9M | 36,474 | $10.5M | 36,474 | 00.00% | Unchanged |
 MSCI INCMSCI |
| 3.54% | 4.48% | $12.9M | 22,985 | $15.9M | 29,432 | -6,447-21.90% | Reduce |
| RRB GLOBAL INCRBA |
| 3.47% | 3.58% | $12.6M | 108,382 | $12.7M | 132,147 | -23,765-17.98% | Reduce |
 FERGUSON ENTERPRISES INCFERG |
| 3.37% | 2.12% | $12.3M | 51,678 | $7.5M | 32,130 | +19,548+60.84% | Add |
 AMPHENOL CORPAPH |
| 3.3% | — | $12.0M | 68,076 | $0 | 0 | +68,076 | New Buy |
 TEREX CORP NEWTEX |
| 2.68% | — | $9.8M | 134,779 | $0 | 0 | +134,779 | New Buy |
| PPROCORE TECHNOLOGIES INCPCOR |
| 2.42% | 3.32% | $8.8M | 216,971 | $11.8M | 206,300 | +10,671+5.17% | Add |
 QUANTA SVCS INCPWR |
| 2.36% | 3.86% | $8.6M | 11,931 | $13.7M | 24,919 | -12,988-52.12% | Reduce |
 INTUITINTU |
| 2.25% | 4.7% | $8.2M | 31,351 | $16.7M | 38,525 | -7,174-18.62% | Reduce |
| SSITEONE LANDSCAPE SUPPLY INCSITE |
| 2.06% | 1.41% | $7.5M | 65,546 | $5.0M | 37,583 | +27,963+74.40% | Add |
| QQNITY ELECTRONICS INC COMMON STOCKQ |
| 1.66% | 1.99% | $6.0M | 36,923 | $7.1M | 61,130 | -24,207-39.60% | Reduce |
 EATON CORP PLCETN |
| 1.58% | — | $5.8M | 13,500 | $0 | 0 | +13,500 | New Buy |
 GRAB HOLDINGS LIMITED CLASS A ORDGRAB |
| 1.55% | — | $5.7M | 1.5M | $0 | 0 | +1.5M | New Buy |
| SSAIA INCSAIA |
| 1.52% | 0.71% | $5.5M | 13,099 | $2.5M | 7,162 | +5,937+82.90% | Add |
 ALIBABA GROUP HLDG LTDBABA |
| 1.47% | 1.93% | $5.3M | 55,631 | $6.8M | 54,330 | +1,301+2.39% | Add |
| MMARKETAXESS HLDGS INCMKTX |
| 1.4% | 1.84% | $5.1M | 45,042 | $6.5M | 39,461 | +5,581+14.14% | Add |
| IIMAX CORPIMAX |
| 1.26% | 0.43% | $4.6M | 114,973 | $1.5M | 40,000 | +74,973+187.43% | Add |
| SSOLSTICE ADVANCED MATLS INCSOL |
| 1.24% | — | $4.5M | 51,026 | $0 | 0 | +51,026 | New Buy |
| RRESIDEO TECHNOLOGIES INC COMREZI |
| 0.95% | — | $3.5M | 111,273 | $0 | 0 | +111,273 | New Buy |
| DDOUGLAS DYNAMICS INCPLOW |
| 0.84% | 0.45% | $3.1M | 56,632 | $1.6M | 38,000 | +18,632+49.03% | Add |
 CHAMPION HOMES INCSKY |
| 0.81% | 0.62% | $2.9M | 33,442 | $2.2M | 29,442 | +4,000+13.59% | Add |
| GGENIUS SPORTS LIMITEDGENI |
| 0.76% | 1.31% | $2.8M | 458,376 | $4.6M | 1.0M | -585,472-56.09% | Reduce |
 LOUISIANA PAC CORPLPX |
| 0.75% | 0.94% | $2.7M | 34,837 | $3.3M | 45,507 | -10,670-23.45% | Reduce |
| SSUNCRETE INCRMIX |
| 0.71% | — | $2.6M | 115,000 | $0 | 0 | +115,000 | New Buy |
 JFROG LTDFROG |
| 0.69% | 1.3% | $2.5M | 27,648 | $4.6M | 97,929 | -70,281-71.77% | Reduce |
| NNAVAN INCNAVN |
| 0.44% | — | $1.6M | 70,000 | $0 | 0 | +70,000 | New Buy |
| WWINGSTOP INCWING |
| 0.43% | — | $1.6M | 9,064 | $0 | 0 | +9,064 | New Buy |
