PORCH GROUP INC PRCH
6.64% 4.4% $186.4M 12.4M $90.9M 12.7M -281,327 -2.22% Reduce S SILICON MOTION (SPADR REPR 4 SHS) SIMO
5.29% 1.06% $148.6M 445,752 $21.9M 195,252 +250,500 +128.30% Add F FORGENT POWER SOLUTIONS INC FPS
3.6% 2.93% $101.0M 1.8M $60.6M 2.1M -263,476 -12.72% Reduce INDIE SEMICONDUCTOR INC INDI
3.11% 3.16% $87.2M 19.4M $65.3M 20.3M -863,947 -4.26% Reduce V VICTORY CAP HLDGS INC DEL VCTR
3.04% 3.44% $85.3M 1.0M $71.2M 1.1M -71,972 -6.62% Reduce F FTAI AVIATION LTD FTAI
2.83% 4.03% $79.5M 293,722 $83.4M 340,317 -46,595 -13.69% Reduce M Marex Group Ltd MRX
2.72% 2.64% $76.4M 1.3M $54.6M 1.2M +30,533 +2.50% Add M MODINE MFG CO MOD
2.51% 3.96% $70.4M 263,572 $81.8M 377,586 -114,014 -30.20% Reduce C CARPENTER TECHNOLOGY CORP CRS
2.13% 4.57% $59.8M 96,981 $94.4M 239,469 -142,488 -59.50% Reduce N NEXTPOWER INC NXT
2.11% 2.47% $59.1M 495,938 $51.2M 424,434 +71,504 +16.85% Add M MAGNITE INC MGNI
2.09% 1.47% $58.5M 3.1M $30.3M 2.6M +529,798 +20.75% Add AXON ENTERPRISE AXON
1.93% 1.86% $54.3M 96,829 $38.5M 90,692 +6,137 +6.77% Add O ONTO INNOVATION INC ONTO
1.91% 1.97% $53.6M 141,568 $40.7M 198,694 -57,126 -28.75% Reduce T TTM TECHNOLOGIES INC TTMI
1.79% 1.54% $50.4M 269,330 $31.9M 327,434 -58,104 -17.75% Reduce LIGAND PHARMACEUTICALS INC LGND
1.66% 0.23% $46.5M 147,231 $4.8M 24,165 +123,066 +509.27% Add K KURA SUSHI USA INC CL A COM KRUS
1.64% 2.05% $46.2M 801,969 $42.4M 607,917 +194,052 +31.92% Add R REPLIGEN CORP RGEN
1.62% 0.5% $45.3M 332,271 $10.2M 86,953 +245,318 +282.13% Add DIGITAL TURBINE INC COM NEW APPS
1.61% 0.99% $45.1M 3.5M $20.5M 7.1M -3.6M -50.87% Reduce LIFE TIME GROUP HOLDINGS INC LTH
1.58% 1.56% $44.3M 1.1M $32.3M 1.2M -116,896 -9.74% Reduce G GENIUS SPORTS LIMITED GENI
1.52% 1.15% $42.6M 7.0M $23.9M 5.4M +1.6M +30.47% Add CASELLA WASTE SYS INC CWST
1.51% 0.96% $42.3M 436,289 $19.9M 250,262 +186,027 +74.33% Add Q QXO INC QXO
1.43% 1.42% $40.2M 2.3M $29.3M 1.5M +818,116 +54.20% Add GENERAC HLDGS INC GNRC
1.28% 0.12% $36.0M 122,872 $2.6M 13,213 +109,659 +829.93% Add Z ZETA GLOBAL HOLDINGS CORP ZETA
1.23% 0.79% $34.6M 1.8M $16.3M 1.0M +733,725 +71.62% Add KORNIT DIGITAL LTD KRNT
1.23% 1.63% $34.4M 2.1M $33.7M 2.3M -179,073 -7.79% Reduce T TWIST BIOSCIENCE CORP TWST
1.15% — $32.4M 314,882 $0 0 +314,882 New Buy DAVE INC DAVE
1.13% 0.55% $31.6M 84,897 $11.4M 65,462 +19,435 +29.69% Add S SI BONE INC SIBN
1.12% 1.06% $31.5M 1.9M $22.0M 1.7M +192,085 +11.05% Add JFROG LTD FROG
0.97% 0.3% $27.2M 299,683 $6.1M 130,103 +169,580 +130.34% Add F FIGURE TECHNOLOGY SOLUTIO FIGR
0.92% 1.54% $25.9M 842,306 $31.8M 935,400 -93,094 -9.95% Reduce C CELLEBRITE DI LTD CLBT
0.86% 1.16% $24.3M 1.7M $24.0M 1.7M -78,481 -4.51% Reduce GATES INDL CORP PLC GTES
0.84% 0.85% $23.6M 843,441 $17.5M 774,604 +68,837 +8.89% Add G GLOBAL E ONLINE LTD GLBE
0.78% 0.82% $22.0M 633,327 $16.9M 546,969 +86,358 +15.79% Add GRAIL INC GRAL
0.78% 0.12% $21.9M 321,176 $2.6M 49,628 +271,548 +547.17% Add R RBC BEARINGS INC RBC
0.78% 1.01% $21.9M 34,017 $20.9M 38,493 -4,476 -11.63% Reduce C CAVA GROUP INC CAVA
0.74% 1.19% $20.8M 265,411 $24.6M 303,891 -38,480 -12.66% Reduce O ORTHOPEDIATRICS CORP COM KIDS
0.74% 0.69% $20.8M 1.1M $14.2M 896,741 +189,223 +21.10% Add MATERION CORP MTRN
0.74% 1.01% $20.8M 69,793 $20.9M 144,476 -74,683 -51.69% Reduce DESCARTES SYS GROUP INC DSGX
0.73% 0.19% $20.6M 297,257 $4.0M 55,253 +242,004 +437.99% Add Q QUANTINUUM INC QNT
0.68% — $19.1M 233,540 $0 0 +233,540 New Buy T TOAST INC CL A TOST
0.68% 0.51% $19.1M 685,751 $10.6M 399,067 +286,684 +71.84% Add TEXAS CAP BANCSHARES INC TCBI
0.68% 0.79% $19.0M 184,087 $16.3M 171,367 +12,720 +7.42% Add EAST WEST BANCORP INC EWBC
0.67% 0.67% $18.9M 124,271 $14.0M 131,738 -7,467 -5.67% Reduce CELCUITY INC CELC
0.67% 0.49% $18.7M 179,053 $10.1M 88,833 +90,220 +101.56% Add U UNUSUAL MACHS INC UMAC
0.66% 0.61% $18.5M 829,328 $12.6M 1.0M -187,126 -18.41% Reduce FIRST WATCH RESTAURANT GROUP FWRG
0.63% 0.55% $17.6M 1.4M $11.4M 1.1M +275,815 +25.35% Add N NUTANIX INC NTNX
0.61% 0.29% $17.2M 336,852 $5.9M 156,318 +180,534 +115.49% Add N NLIGHT INC LASR
0.59% 0.51% $16.5M 236,991 $10.6M 185,271 +51,720 +27.92% Add V VEECO INSTRS INC DEL VECO
0.55% 0.32% $15.5M 204,837 $6.5M 192,731 +12,106 +6.28% Add STOKE THERAPEUTICS INC STOK
0.54% 0.53% $15.1M 461,608 $10.9M 335,586 +126,022 +37.55% Add 
