| TTOWER SEMICONDUCTOR LTD SHS NEWTSEM |
| 8.91% | 16.88% | $99.8M | 382,933 | $88.5M | 504,239 | -121,306-24.06% | Reduce |
| FFLEX LTDFLEX |
| 5.49% | 3.89% | $61.6M | 379,834 | $20.4M | 311,223 | +68,611+22.05% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 5.48% | — | $61.4M | 105,751 | $0 | 0 | +105,751 | New Buy |
| IINTERDIGITAL INCIDCC |
| 4.66% | 3.12% | $52.2M | 184,388 | $16.3M | 54,104 | +130,284+240.80% | Add |
 CELESTICA INCCLS |
| 4.56% | 2.88% | $51.1M | 139,964 | $15.1M | 53,495 | +86,469+161.64% | Add |
 COHERENT CORPCOHR |
| 4.55% | 4% | $51.0M | 129,283 | $20.9M | 87,905 | +41,378+47.07% | Add |
| HHINGE HEALTH INCHNGE |
| 4.16% | 3.07% | $46.6M | 561,224 | $16.1M | 417,182 | +144,042+34.53% | Add |
| EEXTREME NETWORKS INCEXTR |
| 4.11% | 3.78% | $46.1M | 1.4M | $19.8M | 1.3M | +111,034+8.46% | Add |
| KKULICKE & SOFFA INDS INCKLIC |
| 4% | — | $44.8M | 334,781 | $0 | 0 | +334,781 | New Buy |
 TWILIO INCTWLO |
| 3.71% | — | $41.5M | 201,352 | $0 | 0 | +201,352 | New Buy |
 CIENA CORPCIEN |
| 3.56% | — | $39.9M | 81,298 | $0 | 0 | +81,298 | New Buy |
 LIVE NATION ENTERTAINMENT INLYV |
| 3.53% | 8.57% | $39.6M | 216,037 | $44.9M | 294,398 | -78,361-26.62% | Reduce |
| RRAMBUS INC DELRMBS |
| 3.46% | 5.48% | $38.7M | 291,713 | $28.7M | 333,817 | -42,104-12.61% | Reduce |
| QQUANTINUUM INCQNT |
| 3.42% | — | $38.4M | 469,355 | $0 | 0 | +469,355 | New Buy |
| UUNIVERSAL TECHNICAL INST INCUTI |
| 3.4% | — | $38.1M | 890,113 | $0 | 0 | +890,113 | New Buy |
 AIRBNB INC COM CL AABNB |
| 3.17% | 5.95% | $35.5M | 247,836 | $31.2M | 247,006 | +830+0.34% | Add |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 3.08% | — | $34.5M | 138,029 | $0 | 0 | +138,029 | New Buy |
| OOUSTER INCOUST |
| 2.51% | — | $28.1M | 449,264 | $0 | 0 | +449,264 | New Buy |
| PPDF SOLUTIONS INCPDFS |
| 2.34% | — | $26.2M | 369,776 | $0 | 0 | +369,776 | New Buy |
| NNOKIA CORP SPONSORED ADRNOK |
| 2.26% | — | $25.3M | 1.9M | $0 | 0 | +1.9M | New Buy |
 ALLIENT INCALNT |
| 2.02% | — | $22.7M | 220,237 | $0 | 0 | +220,237 | New Buy |
| RROCKET LAB CORP COMRKLB |
| 2.01% | — | $22.5M | 221,143 | $0 | 0 | +221,143 | New Buy |
 F5 INCFFIV |
| 1.9% | 2.77% | $21.3M | 51,258 | $14.5M | 50,196 | +1,062+2.12% | Add |
| DDYCOM INDS INCDY |
| 1.78% | — | $20.0M | 39,473 | $0 | 0 | +39,473 | New Buy |
| CCIPHER DIGITAL INCCIFR |
| 1.46% | — | $16.4M | 667,931 | $0 | 0 | +667,931 | New Buy |
| LLIONSGATE STUDIOS CORPLION |
| 1.44% | 1.9% | $16.1M | 1.1M | $10.0M | 1.0M | +9,511+0.91% | Add |
 DIGITAL RLTY TR INC COMDLR |
| 1.42% | 1.03% | $15.9M | 88,764 | $5.4M | 29,838 | +58,926+197.49% | Add |
| GGUIDEWIRE SOFTWARE INCGWRE |
| 1.24% | 1.79% | $13.9M | 113,230 | $9.4M | 62,863 | +50,367+80.12% | Add |
 SPHERE ENTERTAINMENT COSPHR |
| 1.14% | 1.64% | $12.8M | 73,878 | $8.6M | 73,345 | +533+0.73% | Add |
| GGLOBAL E ONLINE LTDGLBE |
| 1.09% | — | $12.3M | 353,200 | $0 | 0 | +353,200 | New Buy |
| AAMPRIUS TECHNOLOGIES INCAMPX |
| 1.04% | — | $11.6M | 838,887 | $0 | 0 | +838,887 | New Buy |
| AAPPLIED DIGITAL CORPAPLD |
| 0.88% | — | $9.9M | 265,474 | $0 | 0 | +265,474 | New Buy |
 CLOUDFLARE INCNET |
| 0.52% | — | $5.8M | 23,589 | $0 | 0 | +23,589 | New Buy |
| AAMKOR TECHNOLOGY INCAMKR |
| 0.51% | — | $5.7M | 65,895 | $0 | 0 | +65,895 | New Buy |
 MICRON TECHNOLOGY INCMU |
| 0.46% | — | $5.2M | 4,484 | $0 | 0 | +4,484 | New Buy |
| BBABCOCK & WILCOX ENTERPRISESBW |
| 0.42% | — | $4.7M | 333,153 | $0 | 0 | +333,153 | New Buy |
| MMAXLINEAR INCMXL |
| 0.31% | — | $3.5M | 27,377 | $0 | 0 | +27,377 | New Buy |
