| OONTO INNOVATION INCONTO |
| 9.96% | 10.1% | $43.2M | 114,253 | $39.6M | 193,253 | -79,000-40.88% | Reduce |
 POLARIS INCPII |
| 8.34% | 6.64% | $36.2M | 529,090 | $26.0M | 477,877 | +51,213+10.72% | Add |
| MMKS INC.MKSI |
| 6.41% | 5.01% | $27.8M | 62,501 | $19.6M | 85,501 | -23,000-26.90% | Reduce |
 BRUNSWICK CORPBC |
| 5.57% | 6.49% | $24.2M | 287,137 | $25.4M | 349,770 | -62,633-17.91% | Reduce |
| KKULICKE & SOFFA INDS INCKLIC |
| 5.57% | 5.31% | $24.2M | 180,828 | $20.8M | 316,887 | -136,059-42.94% | Reduce |
 ORION S.A. COMOEC |
| 5.17% | 5.91% | $22.4M | 3.4M | $23.2M | 3.6M | -182,513-5.12% | Reduce |
 LUMENTUM HLDGS INCLITE |
| 5.16% | 6.31% | $22.4M | 26,123 | $24.8M | 35,223 | -9,100-25.84% | Reduce |
| UULTRA CLEAN HLDGS INCUCTT |
| 5.11% | 6.66% | $22.2M | 155,653 | $26.1M | 420,049 | -264,396-62.94% | Reduce |
| PPDF SOLUTIONS INCPDFS |
| 5.02% | 5.2% | $21.8M | 307,879 | $20.4M | 623,364 | -315,485-50.61% | Reduce |
| BBOX INCBOX |
| 4.57% | 3.84% | $19.9M | 748,049 | $15.1M | 638,049 | +110,000+17.24% | Add |
 VERTEX INCVERX |
| 4.34% | 3.62% | $18.8M | 1.6M | $14.2M | 1.2M | +445,183+37.23% | Add |
| RRXO INCRXO |
| 4.21% | 3.92% | $18.3M | 662,525 | $15.4M | 1.1M | -390,000-37.05% | Reduce |
 MASTERCRAFT BOAT HLDGS INC COMMCFT |
| 4% | 3.62% | $17.4M | 672,276 | $14.2M | 692,276 | -20,000-2.89% | Reduce |
| TTTM TECHNOLOGIES INCTTMI |
| 3.99% | 3.14% | $17.3M | 92,639 | $12.3M | 126,639 | -34,000-26.85% | Reduce |
 CALIX INCCALX |
| 3.4% | 4.25% | $14.7M | 395,163 | $16.7M | 340,163 | +55,000+16.17% | Add |
| WWEAVE COMMUNICATIONS INC COMWEAV |
| 2.79% | 2.17% | $12.1M | 2.0M | $8.5M | 1.8M | +183,506+9.97% | Add |
| AADTRAN HOLDINGS INCADTN |
| 2.73% | 5.67% | $11.8M | 851,526 | $22.3M | 1.8M | -917,913-51.88% | Reduce |
| CCOMMERCE.COM INC COM SER 1CMRC |
| 2.14% | 2.67% | $9.3M | 3.1M | $10.5M | 3.9M | -784,051-19.97% | Reduce |
| GGENTHERM INCTHRM |
| 1.8% | 1.13% | $7.8M | 228,972 | $4.4M | 158,972 | +70,000+44.03% | Add |
 DINE BRANDS GLOBAL INC COMDIN |
| 1.37% | 1.62% | $5.9M | 165,637 | $6.4M | 242,267 | -76,630-31.63% | Reduce |
| CCALLAWAY GOLF COCALY |
| 1.29% | — | $5.6M | 298,282 | $0 | 0 | +298,282 | New Buy |
 OXFORD INDS INCOXM |
| 1.24% | 0.21% | $5.4M | 154,388 | $812,407 | 21,096 | +133,292+631.84% | Add |
 ZUMIEZ INC COMZUMZ |
| 1.19% | 1.63% | $5.1M | 289,102 | $6.4M | 289,102 | 00.00% | Unchanged |
| NNLIGHT INCLASR |
| 1.15% | 1.28% | $5.0M | 71,446 | $5.0M | 88,314 | -16,868-19.10% | Reduce |
| VVIAVI SOLUTIONS INCVIAV |
| 1.06% | 1.11% | $4.6M | 96,353 | $4.4M | 131,353 | -35,000-26.65% | Reduce |
| FFABRINETFN |
| 0.98% | 1.01% | $4.3M | 7,570 | $3.9M | 7,570 | 00.00% | Unchanged |
| AABERCROMBIE & FITCH COANF |
| 0.92% | 1.5% | $4.0M | 44,308 | $5.9M | 64,308 | -20,000-31.10% | Reduce |
 EVERQUOTE INCEVER |
| 0.49% | — | $2.1M | 90,000 | $0 | 0 | +90,000 | New Buy |
