 DANAHER CORP DEL COMDHR |
| 4.59% | — | $102.4M | 537,437 | $0 | 0 | +537,437 | New Buy |
 UNITEDHEALTH GROUP INCUNH |
| 3.93% | — | $87.7M | 211,050 | $0 | 0 | +211,050 | New Buy |
 EDWARDS LIFESCIENCES CORPEW |
| 3.48% | 1.22% | $77.7M | 858,921 | $18.7M | 233,189 | +625,732+268.34% | Add |
 VISA INCV |
| 3.05% | — | $68.1M | 198,553 | $0 | 0 | +198,553 | New Buy |
| CCEREBRAS SYS INC CLASS ACBRS |
| 2.99% | — | $66.6M | 301,522 | $0 | 0 | +301,522 | New Buy |
 MOODYS CORPMCO |
| 2.94% | — | $65.6M | 144,783 | $0 | 0 | +144,783 | New Buy |
 METTLER TOLEDO INTERNATIONALMTD |
| 2.87% | — | $64.1M | 50,157 | $0 | 0 | +50,157 | New Buy |
 INTEL CORPINTC |
| 2.62% | 1.76% | $58.4M | 418,425 | $27.0M | 612,064 | -193,639-31.64% | Reduce |
| CCHARLES RIV LABS INTL INCCRL |
| 2.51% | 4.07% | $56.0M | 246,979 | $62.5M | 362,098 | -115,119-31.79% | Reduce |
 ZIMMER BIOMET HOLDINGS INCZBH |
| 2.46% | — | $55.0M | 638,555 | $0 | 0 | +638,555 | New Buy |
 SNOWFLAKE INC COM SHSSNOW |
| 2.4% | — | $53.6M | 210,452 | $0 | 0 | +210,452 | New Buy |
 BLOCK INCXYZ |
| 2.34% | 2.87% | $52.3M | 687,662 | $44.0M | 730,706 | -43,044-5.89% | Reduce |
 ALPHABET INCGOOGL |
| 2.32% | — | $51.7M | 144,678 | $0 | 0 | +144,678 | New Buy |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 2.06% | — | $46.0M | 163,461 | $0 | 0 | +163,461 | New Buy |
| TTENET HEALTHCARE CORPTHC |
| 1.9% | 2.22% | $42.4M | 226,542 | $34.1M | 180,483 | +46,059+25.52% | Add |
 CLOUDFLARE INCNET |
| 1.87% | 1.47% | $41.7M | 169,946 | $22.5M | 109,062 | +60,884+55.83% | Add |
 WATERS CORPWAT |
| 1.67% | 4.03% | $37.2M | 99,260 | $61.9M | 207,814 | -108,554-52.24% | Reduce |
 ARISTA NETWORKS INCANET |
| 1.67% | 0.2% | $37.2M | 219,098 | $3.1M | 25,000 | +194,098+776.39% | Add |
 APPLE INCAAPL |
| 1.59% | 3.24% | $35.6M | 122,941 | $49.8M | 196,131 | -73,190-37.32% | Reduce |
 HEWLETT PACKARD ENTERPRISE CHPE |
| 1.53% | 1.33% | $34.2M | 757,731 | $20.5M | 858,995 | -101,264-11.79% | Reduce |
 CORPAY INCCPAY |
| 1.52% | 1.51% | $33.9M | 101,815 | $23.1M | 79,509 | +22,306+28.05% | Add |
 MEDTRONIC PLCMDT |
| 1.51% | — | $33.7M | 431,042 | $0 | 0 | +431,042 | New Buy |
 MICRON TECHNOLOGY INCMU |
| 1.51% | — | $33.7M | 29,178 | $0 | 0 | +29,178 | New Buy |
 META PLATFORMS INCMETA |
| 1.49% | 2.61% | $33.1M | 58,846 | $40.0M | 69,883 | -11,037-15.79% | Reduce |
 BLOOM ENERGY CORPBE |
| 1.45% | — | $32.4M | 107,035 | $0 | 0 | +107,035 | New Buy |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 1.36% | — | $30.2M | 70,074 | $0 | 0 | +70,074 | New Buy |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 1.34% | — | $29.9M | 40,000 | $0 | 0 | +40,000 | New Buy |
 REDDIT INC CL ARDDT |
| 1.33% | — | $29.6M | 170,572 | $0 | 0 | +170,572 | New Buy |
 IQVIA HLDGS INCIQV |
| 1.25% | — | $27.9M | 144,630 | $0 | 0 | +144,630 | New Buy |
 SYNOPSYS INCSNPS |
| 1.23% | 0.68% | $27.5M | 61,695 | $10.4M | 26,184 | +35,511+135.62% | Add |
 Jack Henry & Associates, IncJKHY |
| 1.15% | — | $25.8M | 187,038 | $0 | 0 | +187,038 | New Buy |
 SPOTIFY TECHNOLOGY S A SHSSPOT |
| 1.12% | 0.59% | $25.0M | 54,460 | $9.0M | 18,552 | +35,908+193.55% | Add |
 TRANSUNIONTRU |
| 1.08% | 3.83% | $24.1M | 333,919 | $58.7M | 848,343 | -514,424-60.64% | Reduce |
 CROWN CASTLE INC COMCCI |
| 1.05% | — | $23.4M | 309,322 | $0 | 0 | +309,322 | New Buy |
| AASTERA LABS INCALAB |
| 1.04% | — | $23.1M | 47,891 | $0 | 0 | +47,891 | New Buy |
| LLYFT INC CLASS ALYFT |
| 1.02% | — | $22.7M | 1.6M | $0 | 0 | +1.6M | New Buy |
| WWEX INCWEX |
| 1.02% | — | $22.7M | 160,776 | $0 | 0 | +160,776 | New Buy |
 REVVITY INCRVTY |
| 0.96% | — | $21.5M | 193,094 | $0 | 0 | +193,094 | New Buy |
| EENCOMPASS HEALTH CORP COMEHC |
| 0.94% | — | $21.0M | 207,713 | $0 | 0 | +207,713 | New Buy |
 ZSCALER INCZS |
| 0.91% | — | $20.4M | 144,497 | $0 | 0 | +144,497 | New Buy |
 PALO ALTOPANW |
| 0.89% | 1.14% | $19.8M | 58,016 | $17.5M | 108,952 | -50,936-46.75% | Reduce |
| DDYNATRACE INCDT |
| 0.85% | 0.41% | $19.0M | 433,110 | $6.3M | 171,652 | +261,458+152.32% | Add |
 ROBINHOOD MKTS INCHOOD |
| 0.85% | — | $19.0M | 189,399 | $0 | 0 | +189,399 | New Buy |
 ADOBE INC COMADBE |
| 0.85% | — | $18.9M | 92,233 | $0 | 0 | +92,233 | New Buy |
 EXPEDIA GROUP INCEXPE |
| 0.83% | 0.47% | $18.6M | 72,598 | $7.3M | 31,408 | +41,190+131.14% | Add |
| BBECTON DICKINSON & CO COMBDX |
| 0.83% | — | $18.5M | 122,440 | $0 | 0 | +122,440 | New Buy |
 SALESFORCE INCCRM |
| 0.82% | 2.1% | $18.4M | 117,295 | $32.2M | 172,272 | -54,977-31.91% | Reduce |
 BOOKING HOLDINGS INC COMBKNG |
| 0.81% | 0.4% | $18.0M | 101,045 | $6.2M | 1,473 | +99,572+6,759.81% | Add |
 MONGODB INC CL AMDB |
| 0.8% | — | $17.9M | 53,226 | $0 | 0 | +53,226 | New Buy |
 ROKU INC COM CL AROKU |
| 0.8% | 1.36% | $17.8M | 129,183 | $20.9M | 221,159 | -91,976-41.59% | Reduce |
