| AAT&T INCT |
| 3.5% | 4.31% | $88.4M | 3.1M | $105.2M | 4.6M | -1.5M-32.33% | Reduce |
 WW GRAINGER INCGWW |
| 2.67% | — | $67.6M | 68,434 | $0 | 0 | +68,434 | New Buy |
 EQUINIX INCEQIX |
| 2.36% | 4.17% | $59.7M | 73,160 | $101.8M | 107,926 | -34,766-32.21% | Reduce |
| MMKS INC.MKSI |
| 2.25% | 1.27% | $56.7M | 708,021 | $31.0M | 297,156 | +410,865+138.27% | Add |
 NETFLIX INCNFLX |
| 2.22% | — | $56.1M | 60,108 | $0 | 0 | +60,108 | New Buy |
 EMERSON ELEC COEMR |
| 2.2% | — | $55.7M | 508,327 | $0 | 0 | +508,327 | New Buy |
 CHARTER COMMUNICATIONSCHTR |
| 2.15% | 2.15% | $54.4M | 147,504 | $52.5M | 153,097 | -5,593-3.65% | Reduce |
 TWILIO INCTWLO |
| 1.93% | 1.18% | $48.9M | 498,941 | $28.8M | 266,541 | +232,400+87.19% | Add |
| AAMBARELLA INCAMBA |
| 1.8% | 2.32% | $45.5M | 904,536 | $56.6M | 778,553 | +125,983+16.18% | Add |
 KEYCORPKEY |
| 1.79% | 1.76% | $45.3M | 2.8M | $42.8M | 2.5M | +337,565+13.51% | Add |
 INTUITINTU |
| 1.76% | 3.5% | $44.5M | 72,525 | $85.4M | 135,937 | -63,412-46.65% | Reduce |
 ELECTRONIC ARTS INCEA |
| 1.76% | — | $44.5M | 307,831 | $0 | 0 | +307,831 | New Buy |
 VISA INCV |
| 1.71% | 1.96% | $43.1M | 123,032 | $47.9M | 151,671 | -28,639-18.88% | Reduce |
 ORACLE CORPORCL |
| 1.69% | — | $42.8M | 306,356 | $0 | 0 | +306,356 | New Buy |
| AALLEGRO MICROSYSTEMS INC COMALGM |
| 1.65% | — | $41.6M | 1.7M | $0 | 0 | +1.7M | New Buy |
 MONGODB INC CL AMDB |
| 1.58% | 1.44% | $39.9M | 227,736 | $35.2M | 151,212 | +76,524+50.61% | Add |
 INGERSOLL RAND INC COMIR |
| 1.5% | — | $37.9M | 473,547 | $0 | 0 | +473,547 | New Buy |
 AMAZON COM INCAMZN |
| 1.5% | 0.86% | $37.9M | 199,140 | $21.1M | 96,160 | +102,980+107.09% | Add |
| GGUIDEWIRE SOFTWARE INCGWRE |
| 1.48% | 1.56% | $37.3M | 199,059 | $38.1M | 225,999 | -26,940-11.92% | Reduce |
 FORTIVE CORP COMFTV |
| 1.47% | — | $37.2M | 508,081 | $0 | 0 | +508,081 | New Buy |
 LAM RESEARCH CORPLRCX |
| 1.46% | — | $36.8M | 505,987 | $0 | 0 | +505,987 | New Buy |
 WORKDAY INCWDAY |
| 1.37% | 0.1% | $34.6M | 148,168 | $2.5M | 9,708 | +138,460+1,426.25% | Add |
 INTERCONTINENTAL EXCHANGE INC COMICE |
| 1.34% | — | $33.9M | 196,388 | $0 | 0 | +196,388 | New Buy |
 COMERICA INCRIO |
| 1.3% | — | $32.9M | 556,455 | $0 | 0 | +556,455 | New Buy |
 JOHNSON CONTROLS INTERNATIONJCI |
| 1.27% | — | $32.1M | 400,113 | $0 | 0 | +400,113 | New Buy |
 FIRST HORIZON CORPORATIONFHN |
| 1.25% | 1.71% | $31.6M | 1.6M | $41.7M | 2.1M | -440,739-21.29% | Reduce |
 EQUIFAX INCEFX |
| 1.25% | 0.53% | $31.5M | 129,428 | $13.0M | 51,108 | +78,320+153.24% | Add |
| AATLASSIAN CORPORATION CL ATEAM |
| 1.2% | 1.56% | $30.3M | 142,882 | $38.0M | 155,982 | -13,100-8.40% | Reduce |
 VERISIGN INCVRSN |
| 1.16% | 1.43% | $29.3M | 115,251 | $34.8M | 168,230 | -52,979-31.49% | Reduce |
 CME GROUP INCCME |
| 1.14% | 2.62% | $28.8M | 108,721 | $63.8M | 274,820 | -166,099-60.44% | Reduce |
 CLOUDFLARE INCNET |
| 1.14% | 0.6% | $28.7M | 254,642 | $14.7M | 136,073 | +118,569+87.14% | Add |
 APPLIED MATLS INCAMAT |
| 1.12% | — | $28.3M | 195,034 | $0 | 0 | +195,034 | New Buy |
 DRAFTKINGS INC NEWDKNG |
| 1.08% | 0.17% | $27.3M | 823,112 | $4.1M | 111,271 | +711,841+639.74% | Add |
 HUBSPOT INCHUBS |
| 1.06% | 1.13% | $26.8M | 46,950 | $27.5M | 39,535 | +7,415+18.76% | Add |
 MORGAN STANLEYMS |
| 1.03% | — | $26.1M | 223,497 | $0 | 0 | +223,497 | New Buy |
 YUM BRANDS INC COMYUM |
| 1.03% | — | $25.9M | 164,701 | $0 | 0 | +164,701 | New Buy |
 SBA COMMUNICATIONS CORPSBAC |
| 1.02% | 0.64% | $25.8M | 117,166 | $15.5M | 76,223 | +40,943+53.71% | Add |
 VERTIV HOLDINGS COVRT |
| 1.01% | — | $25.6M | 354,598 | $0 | 0 | +354,598 | New Buy |
 AFFIRM HLDGS INC COM CL AAFRM |
| 1.01% | 1.2% | $25.4M | 562,889 | $29.2M | 479,898 | +82,991+17.29% | Add |
 BLOCK INCXYZ |
| 0.97% | 3.02% | $24.6M | 452,167 | $73.8M | 868,031 | -415,864-47.91% | Reduce |
 Old National Bancorp CORP COMMONONB |
| 0.93% | 1.02% | $23.6M | 1.1M | $24.8M | 1.1M | -29,542-2.58% | Reduce |
| CCACI INTL INCCACI |
| 0.92% | — | $23.3M | 63,464 | $0 | 0 | +63,464 | New Buy |
 DATADOG INCDDOG |
| 0.91% | — | $23.1M | 232,564 | $0 | 0 | +232,564 | New Buy |
| WWIX COM LTD SHSWIX |
| 0.89% | — | $22.5M | 137,901 | $0 | 0 | +137,901 | New Buy |
 TRUIST FINL CORPTFC |
| 0.89% | 1.41% | $22.5M | 546,670 | $34.3M | 791,729 | -245,059-30.95% | Reduce |
 JPMORGAN CHASE & COJPM |
| 0.89% | 1.07% | $22.5M | 91,534 | $26.0M | 108,413 | -16,879-15.57% | Reduce |
 3M CO COMMMM |
| 0.81% | — | $20.6M | 140,258 | $0 | 0 | +140,258 | New Buy |
 TKO GROUP HLDGS INC CLASS ATKO |
| 0.8% | 0.32% | $20.1M | 131,537 | $7.7M | 54,355 | +77,182+142.00% | Add |
| TTYLER TECHNOLOGIES INCTYL |
| 0.79% | 0.88% | $20.1M | 34,506 | $21.5M | 37,231 | -2,725-7.32% | Reduce |
 CUMMINS INCCMI |
| 0.79% | — | $20.0M | 63,964 | $0 | 0 | +63,964 | New Buy |
