| SSANDISK CORP COMSNDK |
| 6.38% | 4.47% | $12.8M | 5,648 | $6.0M | 9,379 | -3,731-39.78% | Reduce |
 WESTERN DIGITAL CORPWDC |
| 4.65% | 4.05% | $9.4M | 14,671 | $5.4M | 19,948 | -5,277-26.45% | Reduce |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 4.55% | 3.48% | $9.2M | 9,503 | $4.6M | 11,845 | -2,342-19.77% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 4.34% | 1.69% | $8.7M | 7,570 | $2.3M | 6,669 | +901+13.51% | Add |
 CIENA CORPCIEN |
| 4.14% | 4.93% | $8.3M | 17,001 | $6.6M | 16,924 | +77+0.45% | Add |
 LUMENTUM HLDGS INCLITE |
| 3.98% | 5.95% | $8.0M | 9,351 | $7.9M | 11,285 | -1,934-17.14% | Reduce |
 BLOOM ENERGY CORPBE |
| 3.09% | 1.92% | $6.2M | 20,532 | $2.6M | 18,915 | +1,617+8.55% | Add |
 CORNING INCGLW |
| 2.68% | 1.68% | $5.4M | 21,124 | $2.2M | 16,435 | +4,689+28.53% | Add |
 LAM RESEARCH CORPLRCX |
| 2.65% | 1.42% | $5.3M | 12,303 | $1.9M | 8,855 | +3,448+38.94% | Add |
| DDIGITALOCEAN HLDGS INCDOCN |
| 2.53% | — | $5.1M | 32,491 | $0 | 0 | +32,491 | New Buy |
| TTERADYNE INCTER |
| 2.36% | 1.42% | $4.8M | 9,830 | $1.9M | 6,389 | +3,441+53.86% | Add |
| MMASTEC INCMTZ |
| 2.29% | 2.44% | $4.6M | 11,080 | $3.3M | 10,108 | +972+9.62% | Add |
 GE VERNOVA INCGEV |
| 2.27% | 2.54% | $4.6M | 3,895 | $3.4M | 3,876 | +19+0.49% | Add |
 COHERENT CORPCOHR |
| 2.08% | 1.3% | $4.2M | 10,640 | $1.7M | 7,267 | +3,373+46.42% | Add |
 CATERPILLAR INCCAT |
| 2.01% | 1.02% | $4.1M | 3,805 | $1.4M | 1,925 | +1,880+97.66% | Add |
 VERTIV HOLDINGS COVRT |
| 1.86% | 1.03% | $3.7M | 11,176 | $1.4M | 5,509 | +5,667+102.87% | Add |
| SSOLAREDGE TECHNOLOGIES INCSEDG |
| 1.85% | 1.63% | $3.7M | 63,738 | $2.2M | 42,570 | +21,168+49.73% | Add |
 HOWMET AEROSPACE INC COMHWM |
| 1.83% | 2.2% | $3.7M | 13,676 | $2.9M | 12,753 | +923+7.24% | Add |
| 110X GENOMICS INCTXG |
| 1.81% | — | $3.6M | 95,060 | $0 | 0 | +95,060 | New Buy |
| LLEGENCE CORPLGN |
| 1.75% | — | $3.5M | 41,267 | $0 | 0 | +41,267 | New Buy |
 APPLIED MATLS INCAMAT |
| 1.69% | — | $3.4M | 4,712 | $0 | 0 | +4,712 | New Buy |
 NVENT ELECTRIC PLCNVT |
| 1.69% | 1.07% | $3.4M | 20,070 | $1.4M | 12,044 | +8,026+66.64% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1.6% | 0.7% | $3.2M | 5,538 | $932,523 | 4,584 | +954+20.81% | Add |
| NNEXTPOWER INCNXT |
| 1.53% | 2.3% | $3.1M | 25,945 | $3.1M | 25,440 | +505+1.99% | Add |
 CUMMINS INCCMI |
| 1.51% | 0.82% | $3.0M | 4,273 | $1.1M | 2,039 | +2,234+109.56% | Add |
 TAPESTRY INCTPR |
| 1.51% | 2.1% | $3.0M | 20,718 | $2.8M | 19,850 | +868+4.37% | Add |
 TECHNIPFMC PLC COMFTI |
| 1.47% | 1.9% | $3.0M | 44,783 | $2.5M | 36,724 | +8,059+21.94% | Add |
| MMKS INC.MKSI |
| 1.22% | — | $2.5M | 5,543 | $0 | 0 | +5,543 | New Buy |
| CCITIGROUP INCC |
| 1.19% | 0.86% | $2.4M | 17,093 | $1.2M | 10,145 | +6,948+68.49% | Add |
 CASEYS GEN STORES INCCASY |
| 1.14% | 1.34% | $2.3M | 2,879 | $1.8M | 2,453 | +426+17.37% | Add |
 ELI LILLY & COLLY |
| 1.13% | 1.49% | $2.3M | 1,905 | $2.0M | 2,154 | -249-11.56% | Reduce |
| OONTO INNOVATION INCONTO |
| 1.09% | — | $2.2M | 5,816 | $0 | 0 | +5,816 | New Buy |
| AATI INCATI |
| 1.08% | — | $2.2M | 11,077 | $0 | 0 | +11,077 | New Buy |
 TIMKEN COTKR |
| 1.02% | — | $2.1M | 14,122 | $0 | 0 | +14,122 | New Buy |
| HHUT 8 CORPHUT |
| 1.01% | — | $2.0M | 17,645 | $0 | 0 | +17,645 | New Buy |
 GUARDANT HEALTH INCGH |
| 0.98% | — | $2.0M | 13,093 | $0 | 0 | +13,093 | New Buy |
 TORONTO DOMINION BK ONT COM NEWTD |
| 0.95% | 0.58% | $1.9M | 15,781 | $769,061 | 8,242 | +7,539+91.47% | Add |
| MMACOM TECH SOLUTIONS HLDGS IMTSI |
| 0.94% | — | $1.9M | 4,994 | $0 | 0 | +4,994 | New Buy |
| DDYCOM INDS INCDY |
| 0.93% | 0.45% | $1.9M | 3,716 | $601,406 | 1,775 | +1,941+109.35% | Add |
| BBANK NEW YORK MELLON CORPBK |
| 0.91% | 1.1% | $1.8M | 12,717 | $1.5M | 12,408 | +309+2.49% | Add |
 DT MIDSTREAM INC COMMON STOCKDTM |
| 0.91% | 0.71% | $1.8M | 12,519 | $945,460 | 7,021 | +5,498+78.31% | Add |
 CREDICORP LTDBAP |
| 0.88% | 0.97% | $1.8M | 4,528 | $1.3M | 3,797 | +731+19.25% | Add |
 PALO ALTOPANW |
| 0.79% | — | $1.6M | 4,652 | $0 | 0 | +4,652 | New Buy |
| RRBC BEARINGS INCRBC |
| 0.76% | 0.92% | $1.5M | 2,390 | $1.2M | 2,249 | +141+6.27% | Add |
 STEEL DYNAMICS INCSTLD |
| 0.76% | — | $1.5M | 6,672 | $0 | 0 | +6,672 | New Buy |
 ROSS STORES INC COMROST |
| 0.75% | 0.64% | $1.5M | 7,095 | $847,245 | 3,911 | +3,184+81.41% | Add |
 WESCO INTL INCWCC |
| 0.75% | 0.77% | $1.5M | 4,366 | $1.0M | 3,737 | +629+16.83% | Add |
 QUANTA SVCS INCPWR |
| 0.74% | 0.65% | $1.5M | 2,074 | $863,059 | 1,572 | +502+31.93% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.65% | 0.97% | $1.3M | 5,136 | $1.3M | 5,276 | -140-2.65% | Reduce |
 VIKING HOLDINGS LTD ORD SHSVIK |
| 0.63% | — | $1.3M | 12,040 | $0 | 0 | +12,040 | New Buy |
