| SSANDISK CORP COMSNDK |
| 5.9% | 4.46% | $56.7M | 25,000 | $35.0M | 55,000 | -30,000-54.55% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 5.63% | 0.21% | $54.0M | 93,000 | $1.6M | 8,000 | +85,000+1,062.50% | Add |
| SSEZZLE INCSEZL |
| 3.84% | 2.42% | $36.9M | 215,000 | $19.0M | 300,000 | -85,000-28.33% | Reduce |
| TTERAWULF INC COMWULF |
| 2.47% | 1.93% | $23.7M | 966,000 | $15.1M | 1.1M | -84,000-8.00% | Reduce |
| BBRIGHTSPRING HEALTH SVCS INCBTSG |
| 2.36% | 1.9% | $22.7M | 325,000 | $14.9M | 350,000 | -25,000-7.14% | Reduce |
| EEBAY INC. COMEBAY |
| 2.32% | 1.63% | $22.3M | 201,000 | $12.8M | 140,500 | +60,500+43.06% | Add |
| SSUNRUN INCRUN |
| 2.23% | 1.96% | $21.4M | 1.6M | $15.4M | 1.1M | +465,000+40.97% | Add |
| EEVERPURE INC CL AEVPR |
| 2.15% | — | $20.7M | 263,000 | $0 | 0 | +263,000 | New Buy |
| VVIAVI SOLUTIONS INCVIAV |
| 1.94% | 1.7% | $18.6M | 390,000 | $13.3M | 400,000 | -10,000-2.50% | Reduce |
 ARM HOLDINGS PLCARM |
| 1.73% | 0.35% | $16.6M | 47,000 | $2.7M | 18,000 | +29,000+161.11% | Add |
| SSHOALS TECHNOLOGIES GROUP INSHLS |
| 1.72% | 1.9% | $16.5M | 1.7M | $14.9M | 2.3M | -595,000-26.33% | Reduce |
 AMAZON COM INCAMZN |
| 1.71% | 4.09% | $16.4M | 69,000 | $32.1M | 154,000 | -85,000-55.19% | Reduce |
 UNITED THERAPEUTICS CORP DELUTHR |
| 1.69% | 3.78% | $16.3M | 30,000 | $29.6M | 50,000 | -20,000-40.00% | Reduce |
 TEVA PHARMACEUTICAL INDS LTD SPONSORED ADSTEVA |
| 1.64% | 2.13% | $15.8M | 465,000 | $16.7M | 555,000 | -90,000-16.22% | Reduce |
| AAlphabet Inc Class CGOOG |
| 1.6% | 1.1% | $15.3M | 43,500 | $8.6M | 30,000 | +13,500+45.00% | Add |
 PALO ALTOPANW |
| 1.52% | — | $14.6M | 43,000 | $0 | 0 | +43,000 | New Buy |
 TWILIO INCTWLO |
| 1.48% | 0.84% | $14.2M | 69,000 | $6.6M | 52,200 | +16,800+32.18% | Add |
 ZOOM COMMUNICATIONS INCZM |
| 1.42% | 1.09% | $13.6M | 158,000 | $8.5M | 106,000 | +52,000+49.06% | Add |
| PPRIMORIS SVCS CORPPRIM |
| 1.39% | — | $13.4M | 135,000 | $0 | 0 | +135,000 | New Buy |
 APPLE INCAAPL |
| 1.35% | 0.97% | $13.0M | 45,000 | $7.6M | 30,000 | +15,000+50.00% | Add |
| MMODINE MFG COMOD |
| 1.25% | 2.52% | $12.0M | 45,000 | $19.7M | 91,100 | -46,100-50.60% | Reduce |
| OONTO INNOVATION INCONTO |
| 1.24% | — | $11.9M | 31,500 | $0 | 0 | +31,500 | New Buy |
 TD SYNNEX CORPORATIONSNX |
| 1.21% | — | $11.6M | 43,500 | $0 | 0 | +43,500 | New Buy |
| BBROOKDALE SR LIVING INCBKD |
| 1.16% | 1.64% | $11.1M | 690,000 | $12.9M | 940,000 | -250,000-26.60% | Reduce |
 ENPHASE ENERGY INC COMENPH |
| 1.12% | 0.41% | $10.8M | 220,000 | $3.2M | 85,000 | +135,000+158.82% | Add |
| AALLEGIANT TRAVEL COALGT |
| 1.1% | — | $10.6M | 90,000 | $0 | 0 | +90,000 | New Buy |
 OKTA INC CLASS AOKTA |
| 1.09% | 0.73% | $10.4M | 76,500 | $5.7M | 72,600 | +3,900+5.37% | Add |
 EQUINIX INCEQIX |
| 1.09% | 1.49% | $10.4M | 10,000 | $11.7M | 11,950 | -1,950-16.32% | Reduce |
| HHUT 8 CORPHUT |
| 1.08% | 0.9% | $10.4M | 90,000 | $7.0M | 150,000 | -60,000-40.00% | Reduce |
| AALPS ETF TRAMLP |
| 1.08% | 1.34% | $10.4M | 200,000 | $10.5M | 200,000 | 00.00% | Unchanged |
 OSCAR HEALTH INCOSCR |
| 1.04% | — | $10.0M | 350,000 | $0 | 0 | +350,000 | New Buy |
 BLOOM ENERGY CORPBE |
| 0.98% | 0.22% | $9.4M | 31,000 | $1.8M | 13,000 | +18,000+138.46% | Add |
| CCIPHER DIGITAL INCCIFR |
| 0.96% | 0.74% | $9.2M | 375,000 | $5.8M | 450,000 | -75,000-16.67% | Reduce |
 NU HLDGS LTDNU |
| 0.94% | 1.24% | $9.0M | 675,000 | $9.7M | 675,000 | 00.00% | Unchanged |
| FFUELCELL ENERGY INC COM NEWFCEL |
| 0.92% | 0.04% | $8.9M | 245,000 | $293,850 | 45,000 | +200,000+444.44% | Add |
| CCEREBRAS SYS INC CLASS ACBRS |
| 0.9% | — | $8.7M | 39,000 | $0 | 0 | +39,000 | New Buy |
 LUMENTUM HLDGS INCLITE |
| 0.89% | 0.56% | $8.5M | 10,000 | $4.4M | 6,200 | +3,800+61.29% | Add |
| RREMITLY GLOBAL INCRELY |
| 0.88% | — | $8.4M | 375,000 | $0 | 0 | +375,000 | New Buy |
 DEVON ENERGY CORP NEWDVN |
| 0.86% | — | $8.3M | 200,000 | $0 | 0 | +200,000 | New Buy |
 BROADCOM INCAVGO |
| 0.83% | 5.51% | $7.9M | 21,000 | $43.2M | 139,500 | -118,500-84.95% | Reduce |
| AALASKA AIR GROUP INCALK |
| 0.82% | 0.77% | $7.8M | 150,000 | $6.1M | 165,000 | -15,000-9.09% | Reduce |
 CORNING INCGLW |
| 0.8% | — | $7.7M | 30,000 | $0 | 0 | +30,000 | New Buy |
 FLUOR CORPFLR |
| 0.78% | 0.49% | $7.5M | 142,500 | $3.8M | 82,500 | +60,000+72.73% | Add |
 VERTEX PHARMACEUTICALS INCVRTX |
| 0.78% | — | $7.5M | 15,000 | $0 | 0 | +15,000 | New Buy |
| VVERACYTE INCVCYT |
| 0.76% | 0.51% | $7.3M | 125,000 | $4.0M | 125,000 | 00.00% | Unchanged |
| SSEMTECH CORPSMTC |
| 0.76% | 2.83% | $7.3M | 45,000 | $22.2M | 288,750 | -243,750-84.42% | Reduce |
 JAZZ PHARMACEUTICALS PLCJAZZ |
| 0.75% | — | $7.2M | 30,000 | $0 | 0 | +30,000 | New Buy |
| FFERROGLOBE PLC SHSGSM |
| 0.72% | — | $6.9M | 2.2M | $0 | 0 | +2.2M | New Buy |
 AKAMAI TECHNOLOGIES INCAKAM |
| 0.69% | — | $6.6M | 56,000 | $0 | 0 | +56,000 | New Buy |
 ORACLE CORPORCL |
| 0.69% | — | $6.6M | 45,000 | $0 | 0 | +45,000 | New Buy |
