 KNIGHT-SWIFT TRANSN HLDGS INC CL AKNX |
| 5.98% | 2.37% | $15.6M | 200,000 | $3.7M | 65,000 | +135,000+207.69% | Add |
 HUNT J B TRANS SVCS INCJBHT |
| 4.89% | 5.37% | $12.7M | 44,000 | $8.5M | 40,000 | +4,000+10.00% | Add |
 ARCBEST CORPARCB |
| 4.69% | — | $12.2M | 85,000 | $0 | 0 | +85,000 | New Buy |
 AXON ENTERPRISEAXON |
| 4.31% | 2.69% | $11.2M | 20,000 | $4.2M | 10,000 | +10,000+100.00% | Add |
 CLEAN HARBORS INCCLH |
| 4.02% | — | $10.5M | 35,000 | $0 | 0 | +35,000 | New Buy |
 TFI INTERNATIONAL INCTFII |
| 3.86% | — | $10.0M | 70,000 | $0 | 0 | +70,000 | New Buy |
| CCOVENANT LOGISTICS GROUP INCCVLG |
| 3.82% | 2.32% | $9.9M | 225,000 | $3.7M | 135,000 | +90,000+66.67% | Add |
 ELI LILLY & COLLY |
| 3.46% | — | $9.0M | 7,500 | $0 | 0 | +7,500 | New Buy |
 FLOOR & DECOR HLDGS INCFND |
| 3.42% | — | $8.9M | 150,000 | $0 | 0 | +150,000 | New Buy |
| AAMERICAN PUB ED INCAPEI |
| 3.4% | 5.41% | $8.9M | 165,000 | $8.5M | 150,000 | +15,000+10.00% | Add |
| CCOHU INCCOHU |
| 3.27% | 3.59% | $8.5M | 115,000 | $5.7M | 185,000 | -70,000-37.84% | Reduce |
 FEDERAL SIGNAL CORPFSS |
| 3.21% | 3.43% | $8.4M | 65,000 | $5.4M | 50,000 | +15,000+30.00% | Add |
 CASELLA WASTE SYS INCCWST |
| 3.17% | 3.27% | $8.2M | 85,000 | $5.2M | 65,000 | +20,000+30.77% | Add |
| AADVANCED ENERGY INDS INCAEIS |
| 2.86% | 3.07% | $7.5M | 20,000 | $4.8M | 15,000 | +5,000+33.33% | Add |
| FFTAI AVIATION LTDFTAI |
| 2.86% | — | $7.4M | 27,500 | $0 | 0 | +27,500 | New Buy |
 VEEVA SYS INCVEEV |
| 2.73% | — | $7.1M | 40,000 | $0 | 0 | +40,000 | New Buy |
| SSEADRILL LTDSDRL |
| 2.69% | — | $7.0M | 185,000 | $0 | 0 | +185,000 | New Buy |
 REPUBLIC SVCS INCRSG |
| 2.66% | — | $6.9M | 32,500 | $0 | 0 | +32,500 | New Buy |
| MMYR GROUP INCMYRG |
| 2.4% | 2.68% | $6.3M | 12,500 | $4.2M | 15,000 | -2,500-16.67% | Reduce |
| GGUIDEWIRE SOFTWARE INCGWRE |
| 2.36% | — | $6.2M | 50,000 | $0 | 0 | +50,000 | New Buy |
| CCANADIAN NAT RES LTDCNQ |
| 2.28% | — | $5.9M | 150,000 | $0 | 0 | +150,000 | New Buy |
| CCACI INTL INCCACI |
| 2.22% | 1.9% | $5.8M | 12,500 | $3.0M | 5,500 | +7,000+127.27% | Add |
 ALIGN TECHNOLOGY INC COM USD0.0001ALGN |
| 2.14% | — | $5.6M | 33,000 | $0 | 0 | +33,000 | New Buy |
 RANGER ENERGY SVCS INC COM CL ARNGR |
| 2% | — | $5.2M | 325,000 | $0 | 0 | +325,000 | New Buy |
 LANDSTAR SYS INCLSTR |
| 1.99% | — | $5.2M | 25,000 | $0 | 0 | +25,000 | New Buy |
| AA10 NETWORKS INCATEN |
| 1.94% | — | $5.0M | 135,000 | $0 | 0 | +135,000 | New Buy |
 BOOT BARN HLDGS INCBOOT |
| 1.89% | 1.86% | $4.9M | 30,000 | $2.9M | 20,000 | +10,000+50.00% | Add |
| OONTO INNOVATION INCONTO |
| 1.89% | 3.9% | $4.9M | 13,000 | $6.2M | 30,000 | -17,000-56.67% | Reduce |
| MMKS INC.MKSI |
| 1.88% | — | $4.9M | 11,000 | $0 | 0 | +11,000 | New Buy |
 DIAMONDBACK ENERGY INCFANG |
| 1.69% | 0.18% | $4.4M | 25,000 | $281,257 | 1,422 | +23,578+1,658.09% | Add |
 MONOLITHIC PWR SYS INCMPWR |
| 1.59% | 2.77% | $4.1M | 3,000 | $4.4M | 4,000 | -1,000-25.00% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 1.55% | — | $4.0M | 3,500 | $0 | 0 | +3,500 | New Buy |
| CCOMFORT SYS USA INCFIX |
| 1.52% | 3.5% | $4.0M | 2,000 | $5.5M | 4,000 | -2,000-50.00% | Reduce |
 TURNING PT BRANDS INCTPB |
| 1.47% | 3.58% | $3.8M | 45,000 | $5.6M | 65,000 | -20,000-30.77% | Reduce |
| VVEECO INSTRS INC DELVECO |
| 1.46% | — | $3.8M | 50,000 | $0 | 0 | +50,000 | New Buy |
| IICHOR HOLDINGSICHR |
| 1.29% | 2.95% | $3.4M | 30,000 | $4.7M | 100,000 | -70,000-70.00% | Reduce |
| KKULICKE & SOFFA INDS INCKLIC |
| 1.16% | 2.5% | $3.0M | 22,500 | $3.9M | 60,000 | -37,500-62.50% | Reduce |
