 ROBLOX CORP CL ARBLX |
| 5.75% | — | $12.7M | 232,870 | $0 | 0 | +232,870 | New Buy |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 5.47% | 4.37% | $12.1M | 44,316 | $6.9M | 73,433 | -29,117-39.65% | Reduce |
 AXON ENTERPRISEAXON |
| 4.57% | 2.44% | $10.1M | 17,933 | $3.8M | 9,051 | +8,882+98.13% | Add |
 DATADOG INCDDOG |
| 4.29% | 3.82% | $9.5M | 36,316 | $6.0M | 51,023 | -14,707-28.82% | Reduce |
| BBLACKBERRY LTD FBB |
| 4.2% | — | $9.2M | 730,450 | $0 | 0 | +730,450 | New Buy |
 LAM RESEARCH CORPLRCX |
| 4.12% | 3.24% | $9.1M | 20,915 | $5.1M | 23,963 | -3,048-12.72% | Reduce |
| AAPPLOVIN CORPAPP |
| 4.09% | 2.47% | $9.0M | 17,474 | $3.9M | 9,783 | +7,691+78.62% | Add |
 SHOPIFY INCSHOP |
| 3.92% | 2.85% | $8.6M | 75,511 | $4.5M | 37,902 | +37,609+99.23% | Add |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 3.62% | 2.95% | $8.0M | 31,925 | $4.7M | 23,575 | +8,350+35.42% | Add |
 NU HLDGS LTDNU |
| 3.55% | 4.79% | $7.8M | 584,989 | $7.6M | 526,566 | +58,423+11.10% | Add |
| RRUBRIK INC CLASS ARBRK |
| 3.45% | 2.75% | $7.6M | 94,601 | $4.3M | 88,506 | +6,095+6.89% | Add |
 VERTIV HOLDINGS COVRT |
| 3.43% | 3.92% | $7.6M | 22,576 | $6.2M | 24,670 | -2,094-8.49% | Reduce |
| MMERCURY SYS INCMRCY |
| 3.4% | 2.62% | $7.5M | 61,166 | $4.1M | 56,624 | +4,542+8.02% | Add |
| GGLOBAL E ONLINE LTDGLBE |
| 3.33% | 2.82% | $7.3M | 211,067 | $4.4M | 144,199 | +66,868+46.37% | Add |
 VISTRA CORPVST |
| 3.33% | 2.95% | $7.3M | 46,192 | $4.6M | 30,925 | +15,267+49.37% | Add |
 SNOWFLAKE INC COM SHSSNOW |
| 3.26% | 2.64% | $7.2M | 28,221 | $4.2M | 27,674 | +547+1.98% | Add |
 MERCADOLIBRE INC COMMELI |
| 3.24% | 3.13% | $7.1M | 4,208 | $4.9M | 2,860 | +1,348+47.13% | Add |
 MARVELL TECHNOLOGY INCMRVL |
| 3.18% | 3.43% | $7.0M | 23,492 | $5.4M | 54,612 | -31,120-56.98% | Reduce |
 REDDIT INC CL ARDDT |
| 3.13% | 5.61% | $6.9M | 39,653 | $8.8M | 65,719 | -26,066-39.66% | Reduce |
 TWILIO INCTWLO |
| 2.99% | — | $6.6M | 31,926 | $0 | 0 | +31,926 | New Buy |
 CAMECO CORPCCJ |
| 2.98% | 3% | $6.6M | 64,357 | $4.7M | 43,568 | +20,789+47.72% | Add |
 INTUITIVE SURGICAL INCISRG |
| 2.93% | 2.99% | $6.4M | 16,209 | $4.7M | 10,252 | +5,957+58.11% | Add |
| SSTERLING INFRASTRUCTURE INCSTRL |
| 2.9% | 5.34% | $6.4M | 7,607 | $8.4M | 20,695 | -13,088-63.24% | Reduce |
 AEROVIRONMENT INCAVAV |
| 2.75% | 2.63% | $6.1M | 36,742 | $4.1M | 22,640 | +14,102+62.29% | Add |
| RRAMBUS INC DELRMBS |
| 2.69% | 3.16% | $5.9M | 44,634 | $5.0M | 58,036 | -13,402-23.09% | Reduce |
| AATLASSIAN CORPORATION CL ATEAM |
| 2.45% | 2.67% | $5.4M | 69,319 | $4.2M | 61,676 | +7,643+12.39% | Add |
 ASML HLDG NVASML |
| 0.95% | 3.18% | $2.1M | 1,053 | $5.0M | 3,795 | -2,742-72.25% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.87% | 0.93% | $1.9M | 4,025 | $1.5M | 4,322 | -297-6.87% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 0.85% | 0.74% | $1.9M | 1,629 | $1.2M | 3,454 | -1,825-52.84% | Reduce |
| AAlphabet Inc Class CGOOG |
| 0.76% | 0.94% | $1.7M | 4,754 | $1.5M | 5,155 | -401-7.78% | Reduce |
| DDOORDASH INCDASH |
| 0.76% | — | $1.7M | 9,025 | $0 | 0 | +9,025 | New Buy |
 CLOUDFLARE INCNET |
| 0.74% | 0.97% | $1.6M | 6,625 | $1.5M | 7,425 | -800-10.77% | Reduce |
 SYNOPSYS INCSNPS |
| 0.72% | 0.89% | $1.6M | 3,551 | $1.4M | 3,551 | 00.00% | Unchanged |
 APPLE INCAAPL |
| 0.71% | 0.87% | $1.6M | 5,409 | $1.4M | 5,409 | 00.00% | Unchanged |
 BROADCOM INCAVGO |
| 0.63% | 0.85% | $1.4M | 3,668 | $1.3M | 4,342 | -674-15.52% | Reduce |
