 GENERAC HLDGS INCGNRC |
| 7.25% | — | $24.2M | 82,805 | $0 | 0 | +82,805 | New Buy |
 CORNING INCGLW |
| 5.27% | — | $17.6M | 69,014 | $0 | 0 | +69,014 | New Buy |
 PARKER-HANNIFIN CORPPH |
| 4.84% | 3.51% | $16.2M | 16,560 | $12.0M | 13,641 | +2,919+21.40% | Add |
 TIMKEN COTKR |
| 4.8% | 3.07% | $16.0M | 110,445 | $10.5M | 124,716 | -14,271-11.44% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 4.8% | — | $16.0M | 27,602 | $0 | 0 | +27,602 | New Buy |
 EAST WEST BANCORP INCEWBC |
| 4.4% | 3.19% | $14.7M | 96,611 | $10.9M | 97,434 | -823-0.84% | Reduce |
 DATADOG INCDDOG |
| 4.3% | — | $14.4M | 55,226 | $0 | 0 | +55,226 | New Buy |
| CCOMFORT SYS USA INCFIX |
| 4.09% | — | $13.7M | 6,904 | $0 | 0 | +6,904 | New Buy |
| HHUT 8 CORPHUT |
| 3.81% | 3.15% | $12.8M | 110,463 | $10.7M | 233,843 | -123,380-52.76% | Reduce |
 CURTISS WRIGHT CORPCW |
| 3.75% | 3.15% | $12.6M | 16,566 | $10.7M | 19,487 | -2,921-14.99% | Reduce |
| FFORGENT POWER SOLUTIONS INCFPS |
| 3.69% | — | $12.3M | 220,824 | $0 | 0 | +220,824 | New Buy |
| MMKS INC.MKSI |
| 3.67% | — | $12.3M | 27,600 | $0 | 0 | +27,600 | New Buy |
 APPLIED MATLS INCAMAT |
| 3.58% | — | $12.0M | 16,560 | $0 | 0 | +16,560 | New Buy |
| UULTRA CLEAN HLDGS INCUCTT |
| 3.53% | — | $11.8M | 82,843 | $0 | 0 | +82,843 | New Buy |
 CATERPILLAR INCCAT |
| 3.52% | — | $11.8M | 11,040 | $0 | 0 | +11,040 | New Buy |
| FFIRST TR EXCHANGE-TRADED FDFAN |
| 2.89% | — | $9.7M | 386,555 | $0 | 0 | +386,555 | New Buy |
 ROBLOX CORP CL ARBLX |
| 2.69% | — | $9.0M | 165,638 | $0 | 0 | +165,638 | New Buy |
| SSOLARIS ENERGY INFRAS INCSEI |
| 2.66% | 1.84% | $8.9M | 110,482 | $6.3M | 136,365 | -25,883-18.98% | Reduce |
 ROSS STORES INC COMROST |
| 2.64% | 0.41% | $8.8M | 41,405 | $1.4M | 7,795 | +33,610+431.17% | Add |
| DDIGITALOCEAN HLDGS INCDOCN |
| 2.59% | — | $8.7M | 55,222 | $0 | 0 | +55,222 | New Buy |
| NNEXTPOWER INCNXT |
| 2.46% | 3.98% | $8.2M | 69,050 | $13.6M | 155,895 | -86,845-55.71% | Reduce |
 HUNT J B TRANS SVCS INCJBHT |
| 2.39% | — | $8.0M | 27,601 | $0 | 0 | +27,601 | New Buy |
| SSOLV ENERGY INCMWH |
| 2.25% | — | $7.5M | 220,852 | $0 | 0 | +220,852 | New Buy |
| BBITDEER TECHNOLOGIES GROUPBTDR |
| 2.1% | — | $7.0M | 441,625 | $0 | 0 | +441,625 | New Buy |
 CIENA CORPCIEN |
| 2.03% | — | $6.8M | 13,813 | $0 | 0 | +13,813 | New Buy |
| HHYPERLIQUID STRATEGIES IPURR |
| 1.95% | — | $6.5M | 828,048 | $0 | 0 | +828,048 | New Buy |
 AMER SPORTS INC COM SHSAS |
| 1.68% | 0.85% | $5.6M | 165,613 | $2.9M | 77,948 | +87,665+112.47% | Add |
 BRITISH AMERN TOB PLC SPONSORED ADRBTI |
| 1.53% | 1.29% | $5.1M | 82,824 | $4.4M | 77,948 | +4,876+6.26% | Add |
| EENLIGHT RENEWABLE ENERGY LTD SHSENLT |
| 1.47% | — | $4.9M | 55,222 | $0 | 0 | +55,222 | New Buy |
| BBRINKER INTL INCEAT |
| 1.11% | 0.49% | $3.7M | 22,081 | $1.7M | 11,692 | +10,389+88.86% | Add |
| SSK TELECOM LTDSKM |
| 0.8% | — | $2.7M | 82,880 | $0 | 0 | +82,880 | New Buy |
| AALMONTY INDS INCALM |
| 0.55% | — | $1.8M | 110,463 | $0 | 0 | +110,463 | New Buy |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 0.45% | — | $1.5M | 5,520 | $0 | 0 | +5,520 | New Buy |
| DDPC HOLDINGS PLCDPC |
| 0.4% | — | $1.4M | 27,601 | $0 | 0 | +27,601 | New Buy |
| AAGI INCAGBK |
| 0.06% | — | $195,649 | 27,634 | $0 | 0 | +27,634 | New Buy |
