 HALOZYME THERAPEUTICS INCHALO |
| 3.19% | 2.16% | $11.1M | 142,007 | $6.1M | 95,121 | +46,886+49.29% | Add |
 GUARDANT HEALTH INCGH |
| 2.76% | 1.51% | $9.6M | 64,237 | $4.3M | 46,465 | +17,772+38.25% | Add |
 NVIDIA CORPORATIONNVDA |
| 2.24% | 1.7% | $7.8M | 39,057 | $4.8M | 27,678 | +11,379+41.11% | Add |
 BWX TECHNOLOGIES INCBWXT |
| 2.22% | 2.36% | $7.7M | 39,812 | $6.7M | 32,820 | +6,992+21.30% | Add |
 CIENA CORPCIEN |
| 2.05% | — | $7.1M | 14,548 | $0 | 0 | +14,548 | New Buy |
| MMERCURY SYS INCMRCY |
| 1.8% | 1.25% | $6.3M | 51,343 | $3.5M | 48,645 | +2,698+5.55% | Add |
 AMAZON COM INCAMZN |
| 1.76% | 1.28% | $6.1M | 25,788 | $3.6M | 17,509 | +8,279+47.28% | Add |
 LITTELFUSE INCLFUS |
| 1.75% | — | $6.1M | 13,435 | $0 | 0 | +13,435 | New Buy |
| EEVERPURE INC CL AEVPR |
| 1.66% | 1.17% | $5.8M | 73,306 | $3.3M | 56,435 | +16,871+29.89% | Add |
| YYETI HLDGS INCYETI |
| 1.62% | 1.53% | $5.7M | 114,225 | $4.3M | 118,608 | -4,383-3.70% | Reduce |
 IONIS PHARMACEUTICALS INCIONS |
| 1.62% | 1.55% | $5.7M | 71,362 | $4.4M | 58,732 | +12,630+21.50% | Add |
 AXON ENTERPRISEAXON |
| 1.58% | — | $5.5M | 9,826 | $0 | 0 | +9,826 | New Buy |
| IINTERDIGITAL INCIDCC |
| 1.57% | 1.29% | $5.5M | 19,313 | $3.7M | 12,146 | +7,167+59.01% | Add |
| HHEALTHEQUITY INCHQY |
| 1.56% | 1.49% | $5.4M | 60,154 | $4.2M | 50,580 | +9,574+18.93% | Add |
| CCARPENTER TECHNOLOGY CORPCRS |
| 1.55% | 1.14% | $5.4M | 8,781 | $3.3M | 8,253 | +528+6.40% | Add |
| EEMBRAER S.A.FGM |
| 1.43% | 1.53% | $5.0M | 78,151 | $4.3M | 73,107 | +5,044+6.90% | Add |
| VVSE CORPVSEC |
| 1.41% | 0.83% | $4.9M | 21,577 | $2.4M | 12,756 | +8,821+69.15% | Add |
 NATERA INCNTRA |
| 1.4% | 1.19% | $4.9M | 17,937 | $3.4M | 16,881 | +1,056+6.26% | Add |
 DRAFTKINGS INC NEWDKNG |
| 1.38% | 1.25% | $4.8M | 190,338 | $3.5M | 163,901 | +26,437+16.13% | Add |
 SITIME CORPSITM |
| 1.37% | — | $4.8M | 6,412 | $0 | 0 | +6,412 | New Buy |
| EESCO TECHNOLOGIES INCESE |
| 1.35% | 0.92% | $4.7M | 13,423 | $2.6M | 9,347 | +4,076+43.61% | Add |
 LIGAND PHARMACEUTICALS INCLGND |
| 1.33% | 0.97% | $4.6M | 14,704 | $2.8M | 13,840 | +864+6.24% | Add |
 ALPHABET INCGOOGL |
| 1.33% | 1.29% | $4.6M | 12,987 | $3.7M | 12,779 | +208+1.63% | Add |
 ADVANCED DRAIN SYS INC DELWMS |
| 1.31% | 1.32% | $4.6M | 29,057 | $3.7M | 27,329 | +1,728+6.32% | Add |
 GLOBUS MED INCGMED |
| 1.26% | 1.58% | $4.4M | 55,470 | $4.5M | 52,158 | +3,312+6.35% | Add |
 FIRSTCASH HOLDINGS INCFCFS |
| 1.25% | 1.25% | $4.3M | 20,089 | $3.6M | 18,889 | +1,200+6.35% | Add |
 STANDEX INTL CORPSXI |
| 1.24% | 1.02% | $4.3M | 12,063 | $2.9M | 11,343 | +720+6.35% | Add |
| SSTONEX GROUP INCSNEX |
| 1.22% | 0.96% | $4.3M | 35,892 | $2.7M | 33,732 | +2,160+6.40% | Add |
 WINTRUST FINL CORPWTFC |
| 1.22% | 1.21% | $4.2M | 26,384 | $3.4M | 24,800 | +1,584+6.39% | Add |
| TTETRA TECH INC NEWTTEK |
| 1.19% | 1.45% | $4.2M | 143,967 | $4.1M | 137,347 | +6,620+4.82% | Add |
 APPLE INCAAPL |
| 1.18% | 1.25% | $4.1M | 14,190 | $3.6M | 14,010 | +180+1.28% | Add |
| KKRATOS DEFENSE & SEC SOLUTIOKTOS |
| 1.13% | 1.27% | $3.9M | 79,174 | $3.6M | 51,136 | +28,038+54.83% | Add |
 WATTS WATER TECHNOLOGIES INCWTS |
| 1.12% | 0.96% | $3.9M | 10,014 | $2.7M | 9,438 | +576+6.10% | Add |
 CELSIUS HLDGS INCCELH |
| 1.12% | 1.03% | $3.9M | 133,813 | $2.9M | 82,833 | +50,980+61.55% | Add |
 COHERENT CORPCOHR |
| 1.1% | 1.44% | $3.8M | 9,734 | $4.1M | 17,169 | -7,435-43.30% | Reduce |
 AEROVIRONMENT INCAVAV |
| 1.09% | 0.65% | $3.8M | 22,963 | $1.9M | 10,173 | +12,790+125.72% | Add |
 SENSIENT TECHNOLOGIES CORPSXT |
| 1.07% | 0.86% | $3.7M | 30,250 | $2.5M | 28,426 | +1,824+6.42% | Add |
| KKNIFE RIVER CORPKNF |
| 1.07% | 1.1% | $3.7M | 44,484 | $3.1M | 38,400 | +6,084+15.84% | Add |
 MILLICOM INTL CELLULAR S ATIGO |
| 1.05% | 2.41% | $3.6M | 40,185 | $6.9M | 91,441 | -51,256-56.05% | Reduce |
| HHERC HLDGS INCHRI |
| 1.03% | 0.58% | $3.6M | 25,070 | $1.7M | 16,582 | +8,488+51.19% | Add |
 OSHKOSH CORPOSK |
| 1.02% | 1.13% | $3.6M | 23,238 | $3.2M | 21,846 | +1,392+6.37% | Add |
| GGDS HLDGS LTDGDS |
| 1.01% | 1.27% | $3.5M | 117,443 | $3.6M | 89,821 | +27,622+30.75% | Add |
 STRIDE INCLRN |
| 0.99% | 1.16% | $3.4M | 39,907 | $3.3M | 37,507 | +2,400+6.40% | Add |
 BROADCOM INCAVGO |
| 0.97% | 1.01% | $3.4M | 9,001 | $2.9M | 9,239 | -238-2.58% | Reduce |
| SSentinelone INC CLASS A CORP COMMONS |
| 0.92% | — | $3.2M | 189,374 | $0 | 0 | +189,374 | New Buy |
| RRADNET INCRDNT |
| 0.9% | 0.75% | $3.2M | 51,166 | $2.1M | 38,198 | +12,968+33.95% | Add |
| OONTO INNOVATION INCONTO |
| 0.88% | 1.54% | $3.1M | 8,072 | $4.4M | 21,293 | -13,221-62.09% | Reduce |
| QQ2 HLDGS INCQTWO |
| 0.87% | 0.58% | $3.0M | 62,793 | $1.6M | 34,641 | +28,152+81.27% | Add |
| NNORWEGIAN CRUISE LINE HLDGS LT SHSNCLH |
| 0.86% | 1.3% | $3.0M | 142,881 | $3.7M | 197,575 | -54,694-27.68% | Reduce |
| RRHRH |
| 0.86% | 1.06% | $3.0M | 18,310 | $3.0M | 21,577 | -3,267-15.14% | Reduce |
