| CCARPENTER TECHNOLOGY CORPCRS |
| 2.65% | 1.96% | $179.9M | 291,622 | $115.6M | 293,279 | -1,657-0.56% | Reduce |
| LLATTICE SEMICONDUCTOR CORPLSCC |
| 2.55% | 2.16% | $173.6M | 1.1M | $127.1M | 1.4M | -235,421-17.18% | Reduce |
 EMCOR GROUP INCEME |
| 2.31% | 2.65% | $156.9M | 189,107 | $156.4M | 211,862 | -22,755-10.74% | Reduce |
 MONOLITHIC PWR SYS INCMPWR |
| 2.25% | 2.58% | $153.2M | 110,824 | $151.8M | 138,840 | -28,016-20.18% | Reduce |
| CCOMFORT SYS USA INCFIX |
| 2.15% | 1.73% | $146.3M | 73,834 | $102.0M | 73,968 | -134-0.18% | Reduce |
 JFROG LTDFROG |
| 2.14% | 1.67% | $145.2M | 1.6M | $98.4M | 2.1M | -499,535-23.81% | Reduce |
 SNOWFLAKE INC COM SHSSNOW |
| 1.97% | 0.53% | $134.2M | 527,197 | $31.1M | 206,100 | +321,097+155.80% | Add |
| MMKS INC.MKSI |
| 1.89% | 1.12% | $128.3M | 288,450 | $66.2M | 288,165 | +285+0.10% | Add |
 CURTISS WRIGHT CORPCW |
| 1.83% | 1.9% | $124.7M | 164,528 | $112.0M | 164,493 | +35+0.02% | Add |
 INTERACTIVE BROKERS GROUP INC COM CL AIBKR |
| 1.82% | 1.65% | $124.0M | 1.4M | $97.3M | 1.5M | -26,350-1.82% | Reduce |
 CENCORA INCCOR |
| 1.74% | 2.25% | $118.3M | 418,087 | $132.6M | 422,070 | -3,983-0.94% | Reduce |
 AXON ENTERPRISEAXON |
| 1.7% | 1.48% | $115.8M | 206,573 | $87.4M | 205,881 | +692+0.34% | Add |
| RREGAL REXNORD CORPORATION COMRRX |
| 1.63% | 1.49% | $110.8M | 465,372 | $88.1M | 470,333 | -4,961-1.05% | Reduce |
 PALO ALTOPANW |
| 1.55% | 1.44% | $105.2M | 308,584 | $85.0M | 530,349 | -221,765-41.81% | Reduce |
| MMACOM TECH SOLUTIONS HLDGS IMTSI |
| 1.46% | 1.29% | $99.5M | 261,585 | $75.8M | 341,231 | -79,646-23.34% | Reduce |
 PERFORMANCE FOOD GROUP COPFGC |
| 1.39% | 1.21% | $94.2M | 842,975 | $71.3M | 832,494 | +10,481+1.26% | Add |
 TARGA RES CORPTRGP |
| 1.36% | 1.47% | $92.4M | 344,620 | $86.5M | 344,872 | -252-0.07% | Reduce |
 ROSS STORES INC COMROST |
| 1.3% | 1.53% | $88.6M | 416,195 | $90.2M | 416,389 | -194-0.05% | Reduce |
| OOREILLY AUTOMOTIVE INC COMORLY |
| 1.27% | 1.47% | $86.4M | 937,723 | $86.4M | 935,987 | +1,736+0.19% | Add |
 IDEXX LABS INC COMIDXX |
| 1.27% | 1.56% | $86.1M | 163,457 | $92.0M | 163,763 | -306-0.19% | Reduce |
| AASTERA LABS INCALAB |
| 1.25% | — | $84.9M | 175,869 | $0 | 0 | +175,869 | New Buy |
 CHENIERE ENERGY INCLNG |
| 1.23% | 1.85% | $83.5M | 349,281 | $109.2M | 384,896 | -35,615-9.25% | Reduce |
| OONTO INNOVATION INCONTO |
| 1.21% | 0.93% | $82.2M | 217,113 | $54.9M | 267,934 | -50,821-18.97% | Reduce |
 INSMED INCINSM |
| 1.14% | 1.62% | $77.6M | 728,096 | $95.6M | 584,798 | +143,298+24.50% | Add |
 ARGENX SE SPONSORED ADRARGX |
| 1.13% | 1.03% | $77.1M | 83,114 | $60.7M | 83,117 | -3-0.00% | Reduce |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 1.13% | 1.03% | $76.7M | 306,883 | $60.5M | 306,127 | +756+0.25% | Add |
 VERTIV HOLDINGS COVRT |
| 1.12% | 0.96% | $76.0M | 226,854 | $56.6M | 225,895 | +959+0.42% | Add |
| NNRG ENERGY INCNRG |
| 1.11% | 1.28% | $75.3M | 515,735 | $75.2M | 514,851 | +884+0.17% | Add |
 VEEVA SYS INCVEEV |
| 1.06% | 1.21% | $72.0M | 405,703 | $71.5M | 407,144 | -1,441-0.35% | Reduce |
| DDOORDASH INCDASH |
| 1% | 0.94% | $68.2M | 369,757 | $55.3M | 368,459 | +1,298+0.35% | Add |
| KKARMAN HLDGS INCKRMN |
| 0.98% | 1.72% | $66.3M | 1.3M | $101.3M | 1.3M | +63,582+5.03% | Add |
 LOAR HOLDINGS INCLOAR |
| 0.95% | 0.9% | $64.4M | 798,575 | $53.0M | 925,887 | -127,312-13.75% | Reduce |
| SSTEVANATO GROUP S P ASTVN |
| 0.92% | 0.81% | $62.8M | 3.5M | $48.0M | 3.5M | -15,075-0.43% | Reduce |
| CCBRE GROUP INC CL ACBRE |
| 0.92% | 1.06% | $62.5M | 464,323 | $62.7M | 462,666 | +1,657+0.36% | Add |
 CINTAS CORP COMCTAS |
| 0.91% | 1.05% | $62.1M | 364,868 | $61.9M | 365,690 | -822-0.22% | Reduce |
 VERISK ANALYTICS INC COMVRSK |
| 0.9% | 1.1% | $61.2M | 341,089 | $64.8M | 341,453 | -364-0.11% | Reduce |
| RREPLIGEN CORPRGEN |
| 0.9% | 0.91% | $61.0M | 446,964 | $53.7M | 456,083 | -9,119-2.00% | Reduce |
 BJS WHSL CLUB HLDGS INCBJ |
| 0.88% | 1.18% | $60.1M | 689,375 | $69.8M | 709,194 | -19,819-2.79% | Reduce |
 CASEYS GEN STORES INCCASY |
| 0.88% | 0.74% | $60.1M | 75,574 | $43.5M | 59,723 | +15,851+26.54% | Add |
 AMPHENOL CORPAPH |
| 0.86% | 0.6% | $58.7M | 332,683 | $35.4M | 280,269 | +52,414+18.70% | Add |
| SSERVICETITAN INC SHS CL ATTAN |
| 0.86% | 0.91% | $58.5M | 827,286 | $53.4M | 841,639 | -14,353-1.71% | Reduce |
| EESAB CORPORATIONESAB |
| 0.83% | 1.11% | $56.7M | 574,650 | $65.5M | 677,888 | -103,238-15.23% | Reduce |
| EEVERCORE INCEVR |
| 0.83% | 0.84% | $56.7M | 165,959 | $49.5M | 165,966 | -7-0.00% | Reduce |
| DDYNATRACE INCDT |
| 0.81% | 0.78% | $54.8M | 1.2M | $46.2M | 1.2M | -1,903-0.15% | Reduce |
 AMETEK INC COMAME |
| 0.75% | 0.77% | $51.3M | 212,095 | $45.4M | 211,579 | +516+0.24% | Add |
| WWEATHERFORD INTL PLCWFRD |
| 0.73% | — | $49.6M | 608,832 | $0 | 0 | +608,832 | New Buy |
 JAMES HARDIE INDS PLC ORD SHSJHX |
| 0.72% | 0.62% | $49.1M | 1.9M | $36.4M | 1.9M | -44,932-2.34% | Reduce |
 CASELLA WASTE SYS INCCWST |
| 0.72% | 0.77% | $48.8M | 503,732 | $45.6M | 574,238 | -70,506-12.28% | Reduce |
 IONIS PHARMACEUTICALS INCIONS |
| 0.72% | 0.35% | $48.7M | 614,070 | $20.7M | 275,674 | +338,396+122.75% | Add |
| TTPG INC COM CL ATPG |
| 0.71% | 0.82% | $48.4M | 1.2M | $48.2M | 1.2M | +2,913+0.24% | Add |
