 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 14.02% | 12.5% | $433.7M | 908,064 | $374.5M | 1.1M | -200,009-18.05% | Reduce |
| CCARPENTER TECHNOLOGY CORPCRS |
| 13.69% | 15.75% | $423.4M | 686,473 | $471.8M | 1.2M | -510,428-42.65% | Reduce |
| AAlphabet Inc Class CGOOG |
| 11.03% | 14.26% | $341.3M | 966,080 | $427.1M | 1.5M | -522,790-35.11% | Reduce |
 LPL FINL HLDGS INCLPLA |
| 9.68% | 10.25% | $299.5M | 1.1M | $307.1M | 1.0M | +42,379+4.15% | Add |
| MMEDLINE INC COM CL AMDLN |
| 9.55% | 9.03% | $295.3M | 7.5M | $270.3M | 6.1M | +1.4M+23.25% | Add |
 MCKESSON CORP COMMCK |
| 9.21% | 10.08% | $284.8M | 376,870 | $301.8M | 348,732 | +28,138+8.07% | Add |
 INTEL CORPINTC |
| 8.34% | — | $258.1M | 1.8M | $0 | 0 | +1.8M | New Buy |
 CORNING INCGLW |
| 6.58% | 3.9% | $203.6M | 797,181 | $116.7M | 858,515 | -61,334-7.14% | Reduce |
 VISA INCV |
| 6.26% | 2.91% | $193.6M | 564,207 | $87.2M | 288,367 | +275,840+95.66% | Add |
| AARGAN INCAGX |
| 3.87% | — | $119.8M | 149,983 | $0 | 0 | +149,983 | New Buy |
 NU HLDGS LTDNU |
| 3.46% | 4.73% | $106.9M | 8.0M | $141.8M | 9.9M | -1.9M-18.91% | Reduce |
 INTUITIVE SURGICAL INCISRG |
| 3.3% | 5.13% | $102.2M | 256,963 | $153.5M | 333,032 | -76,069-22.84% | Reduce |
| DDPC HOLDINGS PLCDPC |
| 1.01% | — | $31.3M | 638,725 | $0 | 0 | +638,725 | New Buy |
