 EAST WEST BANCORP INCEWBC |
| 8.43% | 8.18% | $100.9M | 662,928 | $71.0M | 670,000 | -7,072-1.06% | Reduce |
| TTALEN ENERGY CORPTLN |
| 8.37% | 8.09% | $100.3M | 261,026 | $70.2M | 220,000 | +41,026+18.65% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 7.36% | 6.82% | $88.2M | 184,668 | $59.2M | 175,113 | +9,555+5.46% | Add |
| CCACI INTL INCCACI |
| 6.6% | 9.16% | $79.1M | 170,734 | $79.5M | 146,200 | +24,534+16.78% | Add |
| RRB GLOBAL INCRBA |
| 5.68% | 4.97% | $68.0M | 584,062 | $43.1M | 450,000 | +134,062+29.79% | Add |
| MMKS INC.MKSI |
| 5.55% | 9.93% | $66.5M | 149,422 | $86.2M | 375,000 | -225,578-60.15% | Reduce |
| SSEA LTD SPONSORD ADSSE |
| 4.82% | 1.38% | $57.7M | 602,383 | $11.9M | 144,192 | +458,191+317.76% | Add |
 REDDIT INC CL ARDDT |
| 3.92% | — | $47.0M | 270,659 | $0 | 0 | +270,659 | New Buy |
 VISA INCV |
| 3.84% | 4.55% | $46.0M | 134,030 | $39.5M | 130,726 | +3,304+2.53% | Add |
| BBROOKDALE SR LIVING INCBKD |
| 3.77% | — | $45.2M | 2.8M | $0 | 0 | +2.8M | New Buy |
 CDW CORPCDW |
| 3.71% | 3.21% | $44.4M | 315,642 | $27.8M | 230,000 | +85,642+37.24% | Add |
 CELSIUS HLDGS INCCELH |
| 3.64% | 5.15% | $43.6M | 1.5M | $44.7M | 1.3M | +230,070+18.27% | Add |
 PROGRESSIVE CORPPGR |
| 3.25% | — | $38.9M | 178,049 | $0 | 0 | +178,049 | New Buy |
 MICROSOFT CORPMSFT |
| 3.12% | — | $37.4M | 100,248 | $0 | 0 | +100,248 | New Buy |
| MMAGNITE INCMGNI |
| 2.7% | 1.82% | $32.4M | 1.7M | $15.8M | 1.3M | +377,959+28.44% | Add |
 NVIDIA CORPORATIONNVDA |
| 2.52% | 7.04% | $30.1M | 150,642 | $61.0M | 350,000 | -199,358-56.96% | Reduce |
| HHASBRO INCHAS |
| 2.45% | 3.24% | $29.3M | 354,870 | $28.1M | 300,000 | +54,870+18.29% | Add |
 VERISIGN INCVRSN |
| 2.4% | — | $28.7M | 114,148 | $0 | 0 | +114,148 | New Buy |
 INTUITINTU |
| 2.18% | — | $26.1M | 100,142 | $0 | 0 | +100,142 | New Buy |
| GGRUPO CIBEST SACIB |
| 2.13% | — | $25.6M | 321,806 | $0 | 0 | +321,806 | New Buy |
 TKO GROUP HLDGS INC CLASS ATKO |
| 2.02% | — | $24.2M | 120,000 | $0 | 0 | +120,000 | New Buy |
 AMAZON COM INCAMZN |
| 1.99% | — | $23.8M | 100,000 | $0 | 0 | +100,000 | New Buy |
| RRALLIANT CORP COMRAL |
| 1.72% | — | $20.6M | 280,285 | $0 | 0 | +280,285 | New Buy |
| AAlphabet Inc Class CGOOG |
| 1.47% | — | $17.7M | 50,000 | $0 | 0 | +50,000 | New Buy |
| SSOLAREDGE TECHNOLOGIES INCSEDG |
| 1.36% | 1.49% | $16.3M | 279,720 | $13.0M | 254,004 | +25,716+10.12% | Add |
| CCOMFORT SYS USA INCFIX |
| 1.32% | 5.64% | $15.9M | 8,000 | $48.9M | 35,467 | -27,467-77.44% | Reduce |
| GGE HEALTHCARE TECHNOLOGIES IGEHC |
| 1.31% | — | $15.7M | 246,000 | $0 | 0 | +246,000 | New Buy |
| CCOLUMBUS MCKINNON CORP N Y COMCMCO |
| 1.27% | 1.64% | $15.2M | 1.0M | $14.3M | 981,073 | +25,997+2.65% | Add |
 VISTRA CORPVST |
| 1.09% | — | $13.1M | 82,290 | $0 | 0 | +82,290 | New Buy |
