Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
NVDA	NVIDIA CORPORATION	97,485,463	$11.84B	7.3%	$121.44 *	$91.41	+29.2%	COM	67066G104
MSFT	MICROSOFT CORP	23,547,376	$10.13B	6.3%	$430.30	$113.64	+272.3%	COM	594918104
AMZN	AMAZON COM INC	53,649,536	$9.997B	6.2%	$186.33 *	$123.79	+47.4%	COM	023135106
AAPL	APPLE INC	40,958,068	$9.543B	5.9%	$233.00 *	$116.89	+89.9%	COM	037833100
META	META PLATFORMS INC	14,440,868	$8.267B	5.1%	$572.44 *	$261.97	+95.5%	CL A	30303M102
AVGO	BROADCOM INC	35,998,595	$6.21B	3.9%	$172.50 *	$149.40	+5.8%	COM	11135F101
LLY	ELI LILLY & CO	6,947,395	$6.155B	3.8%	$885.94	$210.88	+322.2%	COM	532457108
NFLX	NETFLIX INC	6,990,874	$4.958B	3.1%	$709.27 *	$38.57	+73.4%	COM	64110L106
MELI	MERCADOLIBRE INC	1,873,919	$3.845B	2.4%	$2051.96 *	$1102.48	+70.8%	COM	58733R102
MA	MASTERCARD INCORPORATED	6,499,529	$3.209B	2.0%	$493.80 *	$201.02	+129.7%	CL A	57636Q104
TSLA	TESLA INC	12,201,212	$3.192B	2.0%	$261.63 *	$212.67	+7.2%	COM	88160R101
GOOGL	ALPHABET INC	18,183,524	$3.016B	1.9%	$165.85	$121.64	+37.1%	CAP STK CL A	02079K305
COST	COSTCO WHSL CORP NEW	3,399,127	$3.013B	1.9%	$886.52 *	$263.00	+227.7%	COM	22160K105
VRTX	VERTEX PHARMACEUTICALS INC	5,550,386	$2.581B	1.6%	$465.08 *	$330.86	+45.2%	COM	92532F100
GOOG	ALPHABET INC	15,424,324	$2.579B	1.6%	$167.19	$121.46	+38.5%	CAP STK CL C	02079K107
V	VISA INC	9,093,947	$2.5B	1.6%	$274.95 *	$114.36	+134.1%	COM CL A	92826C839
NVO	NOVO-NORDISK A S	20,195,957	$2.405B	1.5%	$119.07	$101.95	—	ADR	670100205
TTD	THE TRADE DESK INC	20,320,769	$2.228B	1.4%	$109.65 *	$73.83	+35.1%	COM CL A	88339J105
CDNS	CADENCE DESIGN SYSTEM INC	7,606,175	$2.062B	1.3%	$271.03 *	$207.53	+33.2%	COM	127387108
AMD	ADVANCED MICRO DEVICES INC	11,832,406	$1.941B	1.2%	$164.08 *	$91.18	+66.6%	COM	007903107
NOW	SERVICENOW INC	2,003,924	$1.792B	1.1%	$894.39 *	$103.12	+59.4%	COM	81762P102
ISRG	INTUITIVE SURGICAL INC	3,379,085	$1.66B	1.0%	$491.27 *	$284.31	+63.7%	COM NEW	46120E602
DIS	DISNEY WALT CO	15,560,721	$1.497B	0.9%	$96.19 *	$103.37	-12.4%	COM	254687106
WMT	WALMART INC	18,479,259	$1.492B	0.9%	$80.75 *	$67.86	+6.8%	COM	931142103
GE	GE AEROSPACE	7,771,759	$1.466B	0.9%	$188.58 *	$158.18	+6.2%	COM NEW	369604301
ETN	EATON CORP PLC	4,390,749	$1.455B	0.9%	$331.44 *	$303.08	-0.6%	SHS	G29183103
UBER	UBER TECHNOLOGIES INC	19,322,800	$1.452B	0.9%	$75.16 *	$37.54	+87.5%	COM	90353T100
CRWD	CROWDSTRIKE HLDGS INC	5,068,800	$1.422B	0.9%	$280.47	$181.10	+56.9%	CL A	22788C105
ABNB	AIRBNB INC	10,815,580	$1.372B	0.9%	$126.81 *	$155.96	-16.9%	COM CL A	009066101
RACE	FERRARI N V	2,926,616	$1.369B	0.8%	$467.65 *	$428.74	+4.6%	COM	N3167Y103
NU	NU HLDGS LTD	96,754,946	$1.321B	0.8%	$13.65	$8.55	+57.4%	ORD SHS CL A	G6683N103
ADBE	ADOBE INC	2,455,786	$1.272B	0.8%	$517.78 *	$145.07	+278.1%	COM	00724F101
ASML	ASML HOLDING N V	1,464,584	$1.22B	0.8%	$833.25	$678.82	—	N Y REGISTRY SHS	N07059210
PGR	PROGRESSIVE CORP	4,749,628	$1.205B	0.7%	$253.76 *	$195.93	+9.3%	COM	743315103
AZN	ASTRAZENECA PLC	14,964,547	$1.166B	0.7%	$77.91	$65.71	—	SPONSORED ADR	046353108
MCO	MOODYS CORP	2,333,263	$1.107B	0.7%	$474.59 *	$349.96	+31.1%	COM	615369105
PANW	PALO ALTO NETWORKS INC	3,147,215	$1.076B	0.7%	$341.80 *	$129.92	+29.6%	COM	697435105
ORLY	OREILLY AUTOMOTIVE INC	893,977	$1.03B	0.6%	$1151.60 *	$49.10	+49.6%	COM	67103H107
BA	BOEING CO	6,700,706	$1.019B	0.6%	$152.04 *	$199.33	-14.0%	COM	097023105
GS	GOLDMAN SACHS GROUP INC	1,793,079	$888M	0.6%	$495.11 *	$299.85	+58.4%	COM	38141G104
MDB	MONGODB INC	3,102,024	$839M	0.5%	$270.35 *	$327.55	-20.7%	CL A	60937P106
TJX	TJX COS INC NEW	7,037,000	$827M	0.5%	$117.54 *	$60.56	+86.1%	COM	872540109
HD	HOME DEPOT INC	1,990,169	$806M	0.5%	$405.20 *	$271.05	+30.1%	COM	437076102
CRM	SALESFORCE INC	2,903,213	$795M	0.5%	$273.71 *	$161.85	+56.8%	COM	79466L302
ADI	ANALOG DEVICES INC	3,385,992	$779M	0.5%	$230.17 *	$207.63	+6.0%	COM	032654105
HLT	HILTON WORLDWIDE HLDGS INC	3,234,809	$746M	0.5%	$230.50 *	$200.51	+7.6%	COM	43300A203
DDOG	DATADOG INC	6,273,348	$722M	0.4%	$115.06	$119.73	-2.4%	CL A COM	23804L103
TSM	TAIWAN SEMICONDUCTOR MFG LTD	4,018,311	$698M	0.4%	$173.67	$102.63	—	SPONSORED ADS	874039100
MAR	MARRIOTT INTL INC NEW	2,208,719	$549M	0.3%	$248.60 *	$160.35	+43.3%	CL A	571903202
NEE	NEXTERA ENERGY INC	5,788,891	$489M	0.3%	$84.53 *	$59.32	+26.2%	COM	65339F101
FICO	FAIR ISAAC CORP	241,149	$469M	0.3%	$1943.52 *	$1399.36	+22.3%	COM	303250104
DXCM	DEXCOM INC	6,932,899	$465M	0.3%	$67.04 *	$82.66	-0.7%	COM	252131107
VRT	VERTIV HOLDINGS CO	4,600,415	$458M	0.3%	$99.49 *	$82.45	+0.3%	COM CL A	92537N108
SNOW	SNOWFLAKE INC	3,974,335	$456M	0.3%	$114.86 *	$250.90	-51.0%	CL A	833445109
—	ARISTA NETWORKS INC	1,136,233	$436M	0.3%	$383.82	$212.50	—	COM	040413106
NI	NISOURCE INC	10,823,095	$375M	0.2%	$34.65 *	$24.97	+23.0%	COM	65473P105
—	CYBERARK SOFTWARE LTD	1,211,844	$353M	0.2%	$291.61	$202.11	—	SHS	M2682V108
NVR	NVR INC	35,523	$349M	0.2%	$9811.80 *	$8729.84	0.0%	COM	62944T105
KEYS	KEYSIGHT TECHNOLOGIES INC	2,152,361	$342M	0.2%	$158.93 *	$142.05	+0.2%	COM	49338L103
ABBV	ABBVIE INC	1,731,278	$342M	0.2%	$197.48 *	$119.67	+49.3%	COM	00287Y109
BAC	BANK AMERICA CORP	8,602,629	$341M	0.2%	$39.68 *	$25.01	+55.0%	COM	060505104
JPM	JPMORGAN CHASE & CO.	1,567,395	$331M	0.2%	$210.86 *	$102.97	+99.1%	COM	46625H100
CB	CHUBB LIMITED	1,064,580	$307M	0.2%	$288.39 *	$141.20	+91.8%	COM	H1467J104
PNC	PNC FINL SVCS GROUP INC	1,612,815	$298M	0.2%	$184.85 *	$129.88	+29.0%	COM	693475105
VST	VISTRA CORP	2,380,485	$282M	0.2%	$118.54 *	$24.57	+242.3%	COM	92840M102
CI	THE CIGNA GROUP	813,583	$282M	0.2%	$346.44 *	$275.39	+21.6%	COM	125523100
WMB	WILLIAMS COS INC	6,018,325	$275M	0.2%	$45.65 *	$28.39	+47.1%	COM	969457100
MET	METLIFE INC	3,160,092	$261M	0.2%	$82.48 *	$54.42	+32.1%	COM	59156R108
CEG	CONSTELLATION ENERGY CORP	992,554	$258M	0.2%	$260.02 *	$58.55	+236.7%	COM	21037T109
FOUR	SHIFT4 PMTS INC	2,834,061	$251M	0.2%	$88.60 *	$59.00	+28.4%	CL A	82452J109
PCG	PG&E CORP	12,526,644	$248M	0.2%	$19.77 *	$13.44	+37.8%	COM	69331C108
LNG	CHENIERE ENERGY INC	1,324,360	$238M	0.1%	$179.84	$99.22	+81.2%	COM NEW	16411R208
BMY	BRISTOL-MYERS SQUIBB CO	4,241,255	$219M	0.1%	$51.74 *	$45.21	-3.4%	COM	110122108
MMYT	MAKEMYTRIP LIMITED MAURITIUS	2,316,572	$215M	0.1%	$92.95	$77.10	+22.3%	SHS	V5633W109
PH	PARKER-HANNIFIN CORP	334,505	$211M	0.1%	$631.82 *	$363.81	+54.0%	COM	701094104
GLPI	GAMING & LEISURE PPTYS INC	4,075,461	$210M	0.1%	$51.45	$46.78	—	COM	36467J108
MNDY	MONDAY COM LTD	730,478	$203M	0.1%	$277.77 *	$201.88	+22.6%	SHS	M7S64H106
CNP	CENTERPOINT ENERGY INC	6,870,372	$202M	0.1%	$29.42 *	$20.43	+32.4%	COM	15189T107
SHEL	SHELL PLC	3,014,199	$199M	0.1%	$65.95	$63.53	—	SPON ADS	780259305
—	LAM RESEARCH CORP	238,275	$194M	0.1%	$816.08	$807.84	—	COM	512807108
TRGP	TARGA RES CORP	1,302,767	$193M	0.1%	$148.01 *	$32.14	+325.7%	COM	87612G101
CSCO	CISCO SYS INC	3,547,956	$189M	0.1%	$53.22 *	$44.13	+6.0%	COM	17275R102
AMGN	AMGEN INC	579,465	$187M	0.1%	$322.21 *	$252.15	+24.2%	COM	031162100
UNP	UNION PAC CORP	736,246	$181M	0.1%	$246.48 *	$199.50	+17.6%	COM	907818108
XOM	EXXON MOBIL CORP	1,517,141	$178M	0.1%	$117.22 *	$102.17	+7.7%	COM	30231G102
PEP	PEPSICO INC	1,044,411	$178M	0.1%	$170.05 *	$150.06	+8.6%	COM	713448108
TFC	TRUIST FINL CORP	3,790,330	$162M	0.1%	$42.77 *	$35.22	+12.4%	COM	89832Q109
GLOB	GLOBANT S A	797,577	$158M	0.1%	$198.14 *	$199.86	-3.3%	COM	L44385109
FRPT	FRESHPET INC	1,150,941	$157M	0.1%	$136.77 *	$85.13	+53.8%	COM	358039105
SRE	SEMPRA	1,840,876	$154M	0.1%	$83.63 *	$66.25	+15.3%	COM	816851109
EWBC	EAST WEST BANCORP INC	1,804,288	$149M	0.1%	$82.74 *	$60.40	+27.5%	COM	27579R104
KEX	KIRBY CORP	1,199,794	$147M	0.1%	$122.43 *	$68.17	+75.0%	COM	497266106
GM	GENERAL MTRS CO	3,226,027	$145M	0.1%	$44.84	$38.72	+18.0%	COM	37045V100
CRNX	CRINETICS PHARMACEUTICALS IN	2,793,614	$143M	0.1%	$51.10	$26.25	+96.5%	COM	22663K107
PCVX	VAXCYTE INC	1,237,430	$141M	0.1%	$114.27 *	$43.55	+107.0%	COM	92243G108
PPL	PPL CORP	4,260,426	$141M	0.1%	$33.08 *	$24.77	+18.0%	COM	69351T106
SO	SOUTHERN CO	1,562,126	$141M	0.1%	$90.18 *	$63.53	+28.5%	COM	842587107
UNH	UNITEDHEALTH GROUP INC	240,783	$141M	0.1%	$584.68 *	$445.34	+23.1%	COM	91324P102
CMS	CMS ENERGY CORP	1,959,497	$138M	0.1%	$70.63 *	$32.12	+96.2%	COM	125896100
TOL	TOLL BROTHERS INC	884,291	$137M	0.1%	$154.49 *	$81.86	+65.7%	COM	889478103
—	UNILEVER PLC	2,076,169	$135M	0.1%	$64.96	$63.46	—	SPON ADR NEW	904767704
BURL	BURLINGTON STORES INC	510,074	$134M	0.1%	$263.48	$178.32	+45.1%	COM	122017106
PEG	PUBLIC SVC ENTERPRISE GRP IN	1,502,136	$134M	0.1%	$89.21 *	$64.86	+17.7%	COM	744573106
DELL	DELL TECHNOLOGIES INC	1,129,133	$134M	0.1%	$118.54 *	$62.94	+81.0%	CL C	24703L202
ETR	ENTERGY CORP NEW	1,012,083	$133M	0.1%	$131.61 *	$49.16	+15.2%	COM	29364G103
CCK	CROWN HLDGS INC	1,352,711	$130M	0.1%	$95.88 *	$83.26	+1.9%	COM	228368106
AXS	AXIS CAP HLDGS LTD	1,625,057	$129M	0.1%	$79.61 *	$54.04	+35.9%	SHS	G0692U109
ARGX	ARGENX SE	237,966	$129M	0.1%	$542.08	$327.82	—	SPONSORED ADR	04016X101
CNC	CENTENE CORP DEL	1,708,163	$129M	0.1%	$75.28 *	$73.20	+0.1%	COM	15135B101
BSX	BOSTON SCIENTIFIC CORP	1,528,181	$128M	0.1%	$83.80 *	$57.99	+35.9%	COM	101137107
CHDN	CHURCHILL DOWNS INC	947,068	$128M	0.1%	$135.21	$124.24	+10.6%	COM	171484108
ERO	ERO COPPER CORP	5,710,827	$127M	0.1%	$22.26 *	$17.86	+14.2%	COM	296006109
TRN	TRINITY INDS INC	3,569,383	$124M	0.1%	$34.84 *	$22.34	+35.1%	COM	896522109
TSEM	TOWER SEMICONDUCTOR LTD	2,790,991	$124M	0.1%	$44.26 *	$27.36	+49.8%	SHS NEW	M87915274
MRK	MERCK & CO INC	1,080,765	$123M	0.1%	$113.56	$93.52	+20.8%	COM	58933Y105
OTIS	OTIS WORLDWIDE CORP	1,178,557	$122M	0.1%	$103.94 *	$67.84	+37.1%	COM	68902V107
QTWO	Q2 HLDGS INC	1,517,634	$121M	0.1%	$79.77 *	$36.83	+91.6%	COM	74736L109
PFGC	PERFORMANCE FOOD GROUP CO	1,542,159	$121M	0.1%	$78.37 *	$43.08	+62.7%	COM	71377A103
IRT	INDEPENDENCE RLTY TR INC	5,860,693	$120M	0.1%	$20.50	$14.93	—	COM	45378A106
MRSH	MARSH & MCLENNAN COS INC	522,377	$117M	0.1%	$223.09 *	$171.35	+26.6%	COM	571748102
AEP	AMERICAN ELEC PWR CO INC	1,129,667	$116M	0.1%	$102.60 *	$79.68	+16.8%	COM	025537101
IBM	INTERNATIONAL BUSINESS MACHS	522,131	$115M	0.1%	$221.08 *	$151.68	+24.6%	COM	459200101
APO	APOLLO GLOBAL MGMT INC	921,999	$115M	0.1%	$124.91 *	$89.57	+26.5%	COM	03769M106
WFRD	WEATHERFORD INTL PLC	1,324,101	$112M	0.1%	$84.92 *	$80.81	+33.4%	ORD SHS	G48833118
MKL	MARKEL GROUP INC	71,633	$112M	0.1%	$1568.58	$1382.11	+13.2%	COM	570535104
FERG	FERGUSON ENTERPRISES INC	559,743	$110M	0.1%	$197.07	$197.54	0.0%	COMMON STOCK NEW	31488V107
XEL	XCEL ENERGY INC	1,685,487	$110M	0.1%	$65.30 *	$52.57	+7.6%	COM	98389B100
TXRH	TEXAS ROADHOUSE INC	622,561	$110M	0.1%	$176.60 *	$139.42	+18.5%	COM	882681109
SNY	SANOFI	1,904,445	$110M	0.1%	$57.63	$56.85	—	SPONSORED ADR	80105N105
ARQT	ARCUTIS BIOTHERAPEUTICS INC	11,663,497	$108M	0.1%	$9.30 *	$8.43	+17.1%	COM	03969K108
RNR	RENAISSANCERE HLDGS LTD	391,531	$107M	0.1%	$272.40 *	$168.45	+43.2%	COM	G7496G103
PHAT	PHATHOM PHARMACEUTICALS INC	5,866,389	$106M	0.1%	$18.08 *	$11.74	+19.0%	COM	71722W107
HUM	HUMANA INC	333,725	$106M	0.1%	$316.74 *	$346.91	+0.6%	COM	444859102
KBR	KBR INC	1,621,740	$106M	0.1%	$65.13	$53.52	+19.4%	COM	48242W106
PG	PROCTER AND GAMBLE CO	607,879	$105M	0.1%	$173.20 *	$122.05	+34.6%	COM	742718109
EGO	ELDORADO GOLD CORP NEW	6,032,048	$105M	0.1%	$17.37 *	$14.53	+15.8%	COM	284902509
PR	PERMIAN RESOURCES CORP	7,647,329	$104M	0.1%	$13.61 *	$14.42	+1.9%	CLASS A COM	71424F105
TLN	TALEN ENERGY CORP	576,973	$103M	0.1%	$178.24 *	$138.87	0.0%	COM	87422Q109
RL	RALPH LAUREN CORP	520,393	$101M	0.1%	$193.87 *	$122.27	+38.7%	CL A	751212101
LIN	LINDE PLC	210,598	$100M	0.1%	$476.86 *	$331.62	+35.1%	SHS	G54950103
PLYM	PLYMOUTH INDL REIT INC	4,401,384	$99.47M	0.1%	$22.60	$21.39	—	COM	729640102
NTRA	NATERA INC	771,962	$98M	0.1%	$126.95 *	$78.76	+45.8%	COM	632307104
DTE	DTE ENERGY CO	758,303	$97.37M	0.1%	$128.41 *	$77.98	+47.2%	COM	233331107
CAT	CATERPILLAR INC	245,783	$96.13M	0.1%	$391.12 *	$243.65	+39.0%	COM	149123101
MPWR	MONOLITHIC PWR SYS INC	101,918	$94.22M	0.1%	$924.50 *	$850.97	+0.3%	COM	609839105
DPZ	DOMINOS PIZZA INC	214,473	$92.25M	0.1%	$430.14	$399.55	+6.4%	COM	25754A201
OLED	UNIVERSAL DISPLAY CORP	432,265	$90.73M	0.1%	$209.90 *	$149.96	+32.8%	COM	91347P105
AEE	AMEREN CORP	1,034,148	$90.45M	0.1%	$87.46 *	$58.65	+30.9%	COM	023608102
EPAC	ENERPAC TOOL GROUP CORP	2,152,074	$90.15M	0.1%	$41.89 *	$25.10	+59.4%	CL A COM	292765104
COO	COOPER COS INC	810,583	$89.44M	0.1%	$110.34 *	$96.16	+1.2%	COM	216648501
EVRG	EVERGY INC	1,404,610	$87.1M	0.1%	$62.01 *	$48.51	+13.5%	COM	30034W106
A	AGILENT TECHNOLOGIES INC	586,439	$87.07M	0.1%	$148.48 *	$135.60	-0.0%	COM	00846U101
ACVA	ACV AUCTIONS INC	4,247,932	$86.36M	0.1%	$20.33 *	$17.95	+2.7%	COM CL A	00091G104
AVNT	AVIENT CORPORATION	1,696,565	$85.37M	0.1%	$50.32 *	$30.27	+45.5%	COM	05368V106
MMM	3M CO	601,372	$82.21M	0.1%	$136.70 *	$119.14	0.0%	COM	88579Y101
CSTM	CONSTELLIUM SE	5,049,383	$82.1M	0.1%	$16.26 *	$15.19	+11.7%	CL A SHS	F21107101
T	AT&T INC	3,697,672	$81.35M	0.1%	$22.00 *	$15.70	+19.6%	COM	00206R102
ONON	ON HLDG AG	1,608,959	$80.69M	0.1%	$50.15 *	$27.01	+58.8%	NAMEN AKT A	H5919C104
LADR	LADDER CAP CORP	6,767,687	$78.51M	0.0%	$11.60	$10.72	—	CL A	505743104
EIX	EDISON INTL	874,647	$76.17M	0.0%	$87.09 *	$54.71	+38.9%	COM	281020107
TNDM	TANDEM DIABETES CARE INC	1,782,003	$75.57M	0.0%	$42.41	$27.28	+55.4%	COM NEW	875372203
FE	FIRSTENERGY CORP	1,689,545	$74.93M	0.0%	$44.35 *	$34.70	+14.8%	COM	337932107
KRYS	KRYSTAL BIOTECH INC	410,057	$74.64M	0.0%	$182.03 *	$114.52	+68.4%	COM	501147102
KFY	KORN FERRY	988,005	$74.34M	0.0%	$75.24 *	$58.95	+14.7%	COM NEW	500643200
EXC	EXELON CORP	1,830,435	$74.22M	0.0%	$40.55 *	$34.22	+4.5%	COM	30161N101
INTA	INTAPP INC	1,538,286	$73.58M	0.0%	$47.83 *	$31.80	+26.8%	COM	45827U109
D	DOMINION ENERGY INC	1,261,170	$72.88M	0.0%	$57.79 *	$48.65	+5.2%	COM	25746U109
TARS	TARSUS PHARMACEUTICALS INC	2,178,580	$71.65M	0.0%	$32.89 *	$29.28	-4.0%	COM	87650L103
GEHC	GE HEALTHCARE TECHNOLOGIES I	761,618	$71.48M	0.0%	$93.85 *	$76.48	+9.5%	COMMON STOCK	36266G107
ET	ENERGY TRANSFER L P	4,409,703	$70.78M	0.0%	$16.05	$11.34	—	COM UT LTD PTN	29273V100
GTES	GATES INDL CORP PLC	4,032,089	$70.76M	0.0%	$17.55 *	$16.43	+3.6%	ORD SHS	G39108108
BX	BLACKSTONE INC	461,183	$70.62M	0.0%	$153.13 *	$69.19	+93.2%	COM	09260D107
FIX	COMFORT SYS USA INC	176,570	$68.92M	0.0%	$390.35 *	$327.64	+0.1%	COM	199908104
ASGN	ASGN INC	735,009	$68.52M	0.0%	$93.23	$92.28	+0.5%	COM	00191U102
VSEC	VSE CORP	823,749	$68.15M	0.0%	$82.73 *	$63.72	+36.0%	COM	918284100
RYAN	RYAN SPECIALTY HOLDINGS INC	1,025,063	$68.05M	0.0%	$66.39 *	$49.29	+26.7%	CL A	78351F107
—	PINNACLE FINL PARTNERS INC	693,181	$67.91M	0.0%	$97.97	$60.01	—	COM	72346Q104
NSA	NATIONAL STORAGE AFFILIATES	1,405,941	$67.77M	0.0%	$48.20	$37.26	—	COM SHS BEN IN	637870106
WES	WESTERN MIDSTREAM PARTNERS L	1,746,247	$66.81M	0.0%	$38.26	$26.88	—	COM UNIT LP INT	958669103
CVX	CHEVRON CORP NEW	449,683	$66.22M	0.0%	$147.27 *	$97.73	+43.2%	COM	166764100
HEI	HEICO CORP NEW	252,148	$65.93M	0.0%	$261.48 *	$143.24	+68.9%	COM	422806109
EBC	EASTERN BANKSHARES INC	3,969,558	$65.06M	0.0%	$16.39 *	$14.39	+5.5%	COM	27627N105
—	INARI MED INC	1,576,641	$65.02M	0.0%	$41.24	$52.17	—	COM	45332Y109
CUZ	COUSINS PPTYS INC	2,205,415	$65.02M	0.0%	$29.48	$28.36	—	COM NEW	222795502
—	QIAGEN NV	1,426,392	$65M	0.0%	$45.57	$43.11	—	SHS NEW	N72482149
INDA	ISHARES TR	1,106,623	$64.77M	0.0%	$58.53	$58.53	—	MSCI INDIA ETF	46429B598
AGRO	ADECOAGRO S A	5,847,504	$64.73M	0.0%	$11.07 *	$8.35	+21.1%	COM	L00849106
LEN	LENNAR CORP	343,728	$64.44M	0.0%	$187.48 *	$100.21	+63.9%	CL A	526057104
UE	URBAN EDGE PPTYS	2,966,029	$63.44M	0.0%	$21.39	$18.22	—	COM	91704F104
EPI	WISDOMTREE TR	1,257,016	$63.43M	0.0%	$50.46	$50.46	—	INDIA ERNGS FD	97717W422
RTX	RTX CORPORATION	520,742	$63.09M	0.0%	$121.16 *	$69.54	+59.7%	COM	75513E101
MPLX	MPLX LP	1,416,928	$63M	0.0%	$44.46	$30.47	—	COM UNIT REP LTD	55336V100
MCD	MCDONALDS CORP	206,782	$62.97M	0.0%	$304.51 *	$217.45	+22.6%	COM	580135101
SPT	SPROUT SOCIAL INC	2,164,256	$62.91M	0.0%	$29.07 *	$61.23	-46.8%	COM CL A	85209W109
CRDO	CREDO TECHNOLOGY GROUP HOLDI	2,034,705	$62.67M	0.0%	$30.80 *	$17.07	+74.7%	ORDINARY SHARES	G25457105
HURN	HURON CONSULTING GROUP INC	574,006	$62.39M	0.0%	$108.70 *	$60.98	+74.0%	COM	447462102
AME	AMETEK INC	361,647	$62.1M	0.0%	$171.71 *	$120.44	+37.3%	COM	031100100
KTB	KONTOOR BRANDS INC	757,426	$61.94M	0.0%	$81.78 *	$46.32	+54.1%	COM	50050N103
FTI	TECHNIPFMC PLC	2,360,587	$61.92M	0.0%	$26.23	$19.13	+37.3%	COM	G87110105
JCI	JOHNSON CTLS INTL PLC	787,964	$61.15M	0.0%	$77.61 *	$34.95	+97.3%	SHS	G51502105
WSO	WATSCO INC	122,862	$60.43M	0.0%	$491.88 *	$385.17	+24.8%	COM	942622200
EXAS	EXACT SCIENCES CORP	884,659	$60.26M	0.0%	$68.12 *	$64.56	-12.6%	COM	30063P105
CPK	CHESAPEAKE UTILS CORP	482,289	$59.89M	0.0%	$124.17 *	$94.16	+20.2%	COM	165303108
ALLY	ALLY FINL INC	1,672,812	$59.54M	0.0%	$35.59 *	$34.88	+9.0%	COM	02005N100
ELF	E L F BEAUTY INC	545,779	$59.51M	0.0%	$109.03 *	$98.20	+59.8%	COM	26856L103
MTSI	MACOM TECH SOLUTIONS HLDGS I	529,817	$58.95M	0.0%	$111.26 *	$73.60	+42.5%	COM	55405Y100
WTFC	WINTRUST FINL CORP	536,252	$58.2M	0.0%	$108.53 *	$83.62	+24.7%	COM	97650W108
EPD	ENTERPRISE PRODS PARTNERS L	1,990,164	$57.93M	0.0%	$29.11	$26.03	—	COM	293792107
GFL	GFL ENVIRONMENTAL INC	1,442,995	$57.55M	0.0%	$39.88	$26.75	+49.3%	SUB VTG SHS	36168Q104
INSM	INSMED INC	769,253	$56.16M	0.0%	$73.00	$37.94	+94.5%	COM PAR $.01	457669307
CCS	CENTURY CMNTYS INC	544,407	$56.06M	0.0%	$102.98 *	$60.16	+55.5%	COM	156504300
WAL	WESTERN ALLIANCE BANCORP	633,163	$54.76M	0.0%	$86.49 *	$44.62	+67.4%	COM	957638109
ORCL	ORACLE CORP	318,903	$54.34M	0.0%	$170.40 *	$115.20	+24.2%	COM	68389X105
IT	GARTNER INC	105,769	$53.6M	0.0%	$506.76 *	$307.18	+56.5%	COM	366651107
ZWS	ZURN ELKAY WATER SOLNS CORP	1,484,458	$53.35M	0.0%	$35.94 *	$31.48	-1.0%	COM	98983L108
SKWD	SKYWARD SPECIALTY INS GROUP	1,296,001	$52.79M	0.0%	$40.73 *	$27.38	+41.5%	COM	830940102
FANG	DIAMONDBACK ENERGY INC	305,943	$52.74M	0.0%	$172.40 *	$103.07	+79.6%	COM	25278X109
APLS	APELLIS PHARMACEUTICALS INC	1,821,115	$52.52M	0.0%	$28.84 *	$40.23	-7.9%	COM	03753U106
LOW	LOWES COS INC	193,672	$52.46M	0.0%	$270.85 *	$185.58	+27.3%	COM	548661107
PINS	PINTEREST INC	1,615,844	$52.3M	0.0%	$32.37 *	$25.16	+35.1%	CL A	72352L106
ALSN	ALLISON TRANSMISSION HLDGS I	542,900	$52.16M	0.0%	$96.07 *	$84.45	0.0%	COM	01973R101
SAIA	SAIA INC	118,461	$51.8M	0.0%	$437.26 *	$205.71	+105.9%	COM	78709Y105
PI	IMPINJ INC	239,140	$51.78M	0.0%	$216.52 *	$114.76	+47.7%	COM	453204109
DORM	DORMAN PRODS INC	454,852	$51.45M	0.0%	$113.12 *	$88.11	+19.4%	COM	258278100
GGAL	GRUPO FINANCIERO GALICIA S.A	1,221,583	$51.42M	0.0%	$42.09	$42.09	—	SPONSORED ADR	399909100
TCOM	TRIP COM GROUP LTD	855,370	$50.83M	0.0%	$59.43	$53.16	—	ADS	89677Q107
AVTR	AVANTOR INC	1,948,520	$50.41M	0.0%	$25.87 *	$23.64	+3.8%	COM	05352A100
PAGP	PLAINS GP HLDGS L P	2,714,541	$50.22M	0.0%	$18.50	$12.26	—	LTD PARTNR INT A	72651A207
—	VERONA PHARMA PLC	1,740,886	$50.09M	0.0%	$28.77	$25.74	—	SPONSORED ADS	925050106
MRVL	MARVELL TECHNOLOGY INC	694,385	$50.08M	0.0%	$72.12 *	$48.44	+41.9%	COM	573874104
SMIN	ISHARES TR	581,436	$50M	0.0%	$86.00	$86.00	—	MSCI INDIA SM CP	46429B614
ENTG	ENTEGRIS INC	439,120	$49.41M	0.0%	$112.53 *	$126.83	-7.3%	COM	29362U104
HAYW	HAYWARD HLDGS INC	3,179,751	$48.78M	0.0%	$15.34 *	$11.99	+15.5%	COM	421298100
DYN	DYNE THERAPEUTICS INC	1,346,952	$48.38M	0.0%	$35.92 *	$21.50	+85.1%	COM	26818M108
ESNT	ESSENT GROUP LTD	750,778	$48.27M	0.0%	$64.29 *	$50.07	+19.9%	COM	G3198U102
LFUS	LITTELFUSE INC	181,141	$48.05M	0.0%	$265.25 *	$247.02	+4.3%	COM	537008104
CBRE	CBRE GROUP INC	379,727	$47.27M	0.0%	$124.48 *	$84.13	+29.6%	CL A	12504L109
CPT	CAMDEN PPTY TR	381,608	$47.14M	0.0%	$123.53 *	$111.97	0.0%	SH BEN INT	133131102
EMBJ	EMBRAER S.A.	1,331,631	$47.1M	0.0%	$35.37	$30.87	—	SPONSORED ADS	29082A107
AEM	AGNICO EAGLE MINES LTD	582,938	$46.96M	0.0%	$80.56 *	$45.87	+65.4%	COM	008474108
TTWO	TAKE-TWO INTERACTIVE SOFTWAR	303,872	$46.71M	0.0%	$153.71	$139.91	+8.4%	COM	874054109
ARE	ALEXANDRIA REAL ESTATE EQ IN	391,475	$46.49M	0.0%	$118.75 *	$109.43	-0.2%	COM	015271109
BLD	TOPBUILD CORP	114,030	$46.39M	0.0%	$406.81	$398.88	+1.1%	COM	89055F103
HUBS	HUBSPOT INC	86,707	$46.09M	0.0%	$531.60 *	$549.42	-8.6%	COM	443573100
GNRC	GENERAC HLDGS INC	287,779	$45.72M	0.0%	$158.88 *	$148.36	0.0%	COM	368736104
GLDD	GREAT LAKES DREDGE & DOCK CO	4,333,438	$45.63M	0.0%	$10.53 *	$7.94	+17.1%	COM	390607109
DAL	DELTA AIR LINES INC DEL	886,779	$45.04M	0.0%	$50.79 *	$38.17	+12.3%	COM NEW	247361702
CLDX	CELLDEX THERAPEUTICS INC NEW	1,324,410	$45.02M	0.0%	$33.99 *	$39.41	-3.3%	COM NEW	15117B202
SITM	SITIME CORP	258,230	$44.29M	0.0%	$171.51 *	$112.75	+27.0%	COM	82982T106
ACHC	ACADIA HEALTHCARE COMPANY IN	695,861	$44.12M	0.0%	$63.41 *	$53.46	+35.0%	COM	00404A109
BJ	BJS WHSL CLUB HLDGS INC	533,336	$43.99M	0.0%	$82.48 *	$83.65	+1.1%	COM	05550J101
DD	DUPONT DE NEMOURS INC	491,028	$43.76M	0.0%	$89.11 *	$30.21	+9.2%	COM	26614N102
XYL	XYLEM INC	317,291	$42.84M	0.0%	$135.03 *	$122.27	+7.6%	COM	98419M100
BILI	BILIBILI INC	1,807,524	$42.26M	0.0%	$23.38	$20.81	—	SPONS ADS REP Z	090040106
CGNX	COGNEX CORP	1,017,829	$41.22M	0.0%	$40.50 *	$46.47	-9.4%	COM	192422103
DAR	DARLING INGREDIENTS INC	1,093,516	$40.64M	0.0%	$37.16	$47.05	-19.9%	COM	237266101
BWXT	BWX TECHNOLOGIES INC	373,541	$40.6M	0.0%	$108.70 *	$78.02	+25.9%	COM	05605H100
RSG	REPUBLIC SVCS INC	198,832	$39.93M	0.0%	$200.84	$144.16	+37.3%	COM	760759100
XPRO	EXPRO GROUP HOLDINGS NV	2,286,181	$39.25M	0.0%	$17.17 *	$20.01	+1.7%	COM	N3144W105
CWST	CASELLA WASTE SYS INC	389,351	$38.74M	0.0%	$99.49 *	$79.59	+30.1%	CL A	147448104
NBIX	NEUROCRINE BIOSCIENCES INC	334,800	$38.58M	0.0%	$115.22 *	$114.40	+19.8%	COM	64125C109
OKE	ONEOK INC NEW	423,270	$38.57M	0.0%	$91.13 *	$59.39	+37.2%	COM	682680103
NPO	ENPRO INC	237,659	$38.54M	0.0%	$162.18 *	$118.85	+31.0%	COM	29355X107
WHD	CACTUS INC	642,795	$38.36M	0.0%	$59.67 *	$36.46	+59.5%	CL A	127203107
AVY	AVERY DENNISON CORP	171,763	$37.92M	0.0%	$220.76 *	$200.09	+4.9%	COM	053611109
HFWA	HERITAGE FINL CORP WASH	1,741,058	$37.9M	0.0%	$21.77 *	$19.92	+7.1%	COM	42722X106
INN	SUMMIT HOTEL PPTYS INC	5,512,683	$37.82M	0.0%	$6.86	$8.80	—	COM	866082100
KYMR	KYMERA THERAPEUTICS INC	797,681	$37.75M	0.0%	$47.33 *	$39.65	+11.4%	COM	501575104
ILMN	ILLUMINA INC	288,062	$37.57M	0.0%	$130.41 *	$123.98	-0.5%	COM	452327109
WEX	WEX INC	178,048	$37.34M	0.0%	$209.73 *	$184.36	+1.1%	COM	96208T104
CCJ	CAMECO CORP	766,202	$36.59M	0.0%	$47.76 *	$29.29	+48.2%	COM	13321L108
FLYW	FLYWIRE CORPORATION	2,226,750	$36.5M	0.0%	$16.39 *	$23.24	-24.8%	COM VTG	302492103
VRNS	VARONIS SYS INC	635,098	$35.88M	0.0%	$56.50 *	$38.71	+35.8%	COM	922280102
COHR	COHERENT CORP	402,918	$35.82M	0.0%	$88.91 *	$74.72	0.0%	COM	19247G107
RBC	RBC BEARINGS INC	118,240	$35.4M	0.0%	$299.38 *	$272.21	+5.7%	COM	75524B104
ROAD	CONSTRUCTION PARTNERS INC	502,985	$35.11M	0.0%	$69.80 *	$28.47	+116.5%	COM CL A	21044C107
PWR	QUANTA SVCS INC	115,948	$34.57M	0.0%	$298.15 *	$112.94	+133.7%	COM	74762E102
CSGP	COSTAR GROUP INC	455,322	$34.35M	0.0%	$75.44	$84.53	-10.3%	COM	22160N109
GDYN	GRID DYNAMICS HLDGS INC	2,437,904	$34.13M	0.0%	$14.00 *	$16.71	-22.7%	CL A	39813G109
TME	TENCENT MUSIC ENTMT GROUP	2,818,867	$33.97M	0.0%	$12.05	$13.09	—	SPON ADS	88034P109
—	BRIDGE INVT GROUP HLDGS INC	3,370,882	$33.27M	0.0%	$9.87	$15.69	—	COM CL A	10806B100
AMAT	APPLIED MATLS INC	164,609	$33.26M	0.0%	$202.05	$124.17	+63.0%	COM	038222105
ROST	ROSS STORES INC	218,557	$32.9M	0.0%	$150.51 *	$120.83	+20.3%	COM	778296103
VZ	VERIZON COMMUNICATIONS INC	731,218	$32.84M	0.0%	$44.91 *	$35.93	+6.8%	COM	92343V104
HSY	HERSHEY CO	168,820	$32.38M	0.0%	$191.78 *	$182.13	+2.2%	COM	427866108
ATO	ATMOS ENERGY CORP	232,292	$32.22M	0.0%	$138.71 *	$124.46	0.0%	COM	049560105
BZ	KANZHUN LIMITED	1,853,160	$32.17M	0.0%	$17.36	$22.49	—	SPONSORED ADS	48553T106
BEKE	KE HLDGS INC	1,604,248	$31.94M	0.0%	$19.91	$17.50	—	SPONSORED ADS	482497104
WRBY	WARBY PARKER INC	1,939,116	$31.67M	0.0%	$16.33 *	$13.68	+10.0%	CL A COM	93403J106
CHRD	CHORD ENERGY CORPORATION	243,135	$31.66M	0.0%	$130.23 *	$113.06	+25.9%	COM NEW	674215207
WAY	WAYSTAR HLDG CORP	1,129,164	$31.49M	0.0%	$27.89 *	$21.79	+13.2%	COM	946784105
IDYA	IDEAYA BIOSCIENCES INC	972,266	$30.8M	0.0%	$31.68 *	$39.53	-4.1%	COM	45166A102
FTV	FORTIVE CORP	389,920	$30.78M	0.0%	$78.93 *	$50.31	+8.7%	COM	34959J108
CHEF	CHEFS WHSE INC	729,646	$30.65M	0.0%	$42.01 *	$34.27	+17.7%	COM	163086101
AB	ALLIANCEBERNSTEIN HLDG L P	878,323	$30.64M	0.0%	$34.89	$34.65	—	UNIT LTD PARTN	01881G106
—	LONGBOARD PHARMACEUTICALS IN	917,528	$30.58M	0.0%	$33.33	$13.79	—	COM	54300N103
SHAK	SHAKE SHACK INC	294,111	$30.36M	0.0%	$103.21 *	$92.08	+4.6%	CL A	819047101
HBM	HUDBAY MINERALS INC	3,298,814	$30.34M	0.0%	$9.20 *	$6.38	+26.3%	COM	443628102
PODD	INSULET CORP	129,967	$30.25M	0.0%	$232.75 *	$217.54	-5.6%	COM	45784P101
PBH	PRESTIGE CONSMR HEALTHCARE I	410,937	$29.63M	0.0%	$72.10	$53.98	+31.2%	COM	74112D101
BOOT	BOOT BARN HLDGS INC	177,099	$29.63M	0.0%	$167.28 *	$67.90	+102.5%	COM	099406100
—	TOURMALINE BIO INC	1,151,973	$29.62M	0.0%	$25.71	$22.85	—	COM	89157D105
—	TOTALENERGIES SE	456,738	$29.51M	0.0%	$64.62	$55.20	—	SPONSORED ADS	89151E109
—	BROOKLINE BANCORP INC DEL	2,908,477	$29.35M	0.0%	$10.09	$10.69	—	COM	11373M107
SVRA	SAVARA INC	6,732,776	$28.55M	0.0%	$4.24 *	$3.51	+26.0%	COM	805111101
AVB	AVALONBAY CMNTYS INC	125,918	$28.36M	0.0%	$225.25 *	$166.26	+23.5%	COM	053484101
KOS	KOSMOS ENERGY LTD	6,868,689	$27.68M	0.0%	$4.03 *	$6.83	-28.7%	COM	500688106
HRI	HERC HLDGS INC	172,613	$27.52M	0.0%	$159.43 *	$122.86	+11.9%	COM	42704L104
JBHT	HUNT J B TRANS SVCS INC	159,099	$27.42M	0.0%	$172.33 *	$122.27	+35.4%	COM	445658107
UTZ	UTZ BRANDS INC	1,545,257	$27.35M	0.0%	$17.70 *	$16.99	-2.2%	COM CL A	918090101
FIBK	FIRST INTST BANCSYSTEM INC	885,802	$27.18M	0.0%	$30.68 *	$23.67	+14.5%	COM	32055Y201
XP	XP INC	1,509,578	$27.08M	0.0%	$17.94	$19.86	-8.2%	CL A	G98239109
RSKD	RISKIFIED LTD	5,682,144	$26.88M	0.0%	$4.73 *	$5.32	+2.7%	SHS CL A	M8216R109
—	BARRICK GOLD CORP	1,348,672	$26.83M	0.0%	$19.89	$18.51	—	COM	067901108
BKU	BANKUNITED INC	730,844	$26.63M	0.0%	$36.44 *	$26.33	+28.3%	COM	06652K103
CABA	CABALETTA BIO INC	5,632,681	$26.59M	0.0%	$4.72 *	$14.82	-61.0%	COM	12674W109
PLD	PROLOGIS INC.	209,829	$26.5M	0.0%	$126.28 *	$101.92	+15.8%	COM	74340W103
MRX	MAREX GROUP PLC	1,115,389	$26.35M	0.0%	$23.62 *	$20.36	+6.9%	ORD	G5S37H101
UMH	UMH PPTYS INC	1,317,275	$25.91M	0.0%	$19.67	$20.10	—	COM	903002103
IWF	ISHARES TR	66,626	$25.01M	0.0%	$375.38	$315.97	—	RUS 1000 GRW ETF	464287614
TRP	TC ENERGY CORP	521,905	$24.81M	0.0%	$47.53 *	$41.31	0.0%	COM	87807B107
MRVI	MARAVAI LIFESCIENCES HLDGS I	2,980,645	$24.77M	0.0%	$8.31 *	$8.47	+2.0%	COM CL A	56600D107
AAMI	BRIGHTSPHERE INVT GROUP INC	968,936	$24.61M	0.0%	$25.40 *	$16.43	+45.7%	COM	10948W103
CCOI	COGENT COMMUNICATIONS HLDGS	319,598	$24.26M	0.0%	$75.92 *	$54.23	+16.7%	COM NEW	19239V302
BLMN	BLOOMIN BRANDS INC	1,411,200	$23.33M	0.0%	$16.53	$18.55	-11.9%	COM	094235108
—	APTIV PLC	321,358	$23.14M	0.0%	$72.01	$107.24	—	SHS	G6095L109
ENB	ENBRIDGE INC	565,457	$22.97M	0.0%	$40.62 *	$22.86	+55.4%	COM	29250N105
XENE	XENON PHARMACEUTICALS INC	576,661	$22.7M	0.0%	$39.37 *	$36.97	+9.1%	COM	98420N105
EFSC	ENTERPRISE FINL SVCS CORP	441,630	$22.64M	0.0%	$51.26 *	$38.37	+24.1%	COM	293712105
MOFG	MIDWESTONE FINL GROUP INC NE	777,653	$22.19M	0.0%	$28.53 *	$27.13	0.0%	COM	598511103
—	AZEK CO INC	474,056	$22.19M	0.0%	$46.80	$39.64	—	CL A	05478C105
LPLA	LPL FINL HLDGS INC	94,850	$22.06M	0.0%	$232.63 *	$256.90	-12.3%	COM	50212V100
ESI	ELEMENT SOLUTIONS INC	805,912	$21.89M	0.0%	$27.16 *	$25.73	0.0%	COM	28618M106
MOH	MOLINA HEALTHCARE INC	63,402	$21.85M	0.0%	$344.56 *	$211.40	+56.1%	COM	60855R100
HLNE	HAMILTON LANE INC	129,597	$21.82M	0.0%	$168.39 *	$78.04	+85.5%	CL A	407497106
RRX	REGAL REXNORD CORPORATION	131,255	$21.77M	0.0%	$165.88 *	$147.92	+4.4%	COM	758750103
KNTK	KINETIK HOLDINGS INC	479,703	$21.71M	0.0%	$45.26 *	$36.78	+17.6%	COM NEW CL A	02215L209
APPF	APPFOLIO INC	89,417	$21.05M	0.0%	$235.40	$218.68	+7.0%	COM CL A	03783C100
PTC	PTC INC	115,870	$20.93M	0.0%	$180.66 *	$144.00	+22.0%	COM	69370C100
APH	AMPHENOL CORP NEW	313,669	$20.44M	0.0%	$65.16	$39.85	+60.7%	CL A	032095101
FBNC	FIRST BANCORP N C	490,267	$20.39M	0.0%	$41.59 *	$32.86	+17.5%	COM	318910106
AUB	ATLANTIC UN BANKSHARES CORP	536,814	$20.22M	0.0%	$37.67 *	$28.44	+24.1%	COM	04911A107
VERA	VERA THERAPEUTICS INC	447,098	$19.76M	0.0%	$44.20 *	$38.97	-2.6%	CL A	92337R101
ICLR	ICON PLC	68,740	$19.75M	0.0%	$287.31 *	$313.39	+0.6%	SHS	G4705A100
—	ENLINK MIDSTREAM LLC	1,355,126	$19.66M	0.0%	$14.51	$9.87	—	COM UNIT REP LTD	29336T100
PBA	PEMBINA PIPELINE CORP	466,303	$19.22M	0.0%	$41.23 *	$24.86	+49.8%	COM	706327103
NEO	NEOGENOMICS INC	1,276,468	$18.83M	0.0%	$14.75 *	$15.12	+3.5%	COM NEW	64049M209
MCHP	MICROCHIP TECHNOLOGY INC.	233,637	$18.76M	0.0%	$80.29	$82.17	-3.6%	COM	595017104
NOG	NORTHERN OIL & GAS INC	521,115	$18.45M	0.0%	$35.41 *	$37.63	+1.4%	COM	665531307
APGE	APOGEE THERAPEUTICS INC	312,611	$18.36M	0.0%	$58.74 *	$35.96	+33.2%	COM	03770N101
WSFS	WSFS FINL CORP	359,212	$18.32M	0.0%	$50.99	$42.44	+22.1%	COM	929328102
EVH	EVOLENT HEALTH INC	646,806	$18.29M	0.0%	$28.28 *	$25.55	+0.9%	CL A	30050B101
VERX	VERTEX INC	469,526	$18.08M	0.0%	$38.51 *	$33.42	+10.3%	CL A	92538J106
DSGX	DESCARTES SYS GROUP INC	172,213	$17.73M	0.0%	$102.96 *	$65.38	+52.0%	COM	249906108
BC	BRUNSWICK CORP	207,265	$17.37M	0.0%	$83.82 *	$67.24	+11.4%	COM	117043109
DTM	DT MIDSTREAM INC	219,065	$17.23M	0.0%	$78.66 *	$52.40	+36.0%	COMMON STOCK	23345M107
GDEN	GOLDEN ENTMT INC	540,628	$17.19M	0.0%	$31.79 *	$35.90	-18.4%	COM	381013101
TWST	TWIST BIOSCIENCE CORP	377,894	$17.07M	0.0%	$45.18 *	$39.13	+21.6%	COM	90184D100
NAMS	NEWAMSTERDAM PHARMA COMPANY	1,020,278	$16.94M	0.0%	$16.60 *	$20.05	-13.7%	ORDINARY SHARES	N62509109
CNI	CANADIAN NATL RY CO	141,798	$16.61M	0.0%	$117.15 *	$107.43	+5.4%	COM	136375102
EXE	CHESAPEAKE ENERGY CORP	197,712	$16.26M	0.0%	$82.25 *	$71.11	+3.0%	COM	165167735
PCOR	PROCORE TECHNOLOGIES INC	259,604	$16.02M	0.0%	$61.72	$67.31	-8.8%	COM	74275K108
ELAN	ELANCO ANIMAL HEALTH INC	1,080,464	$15.87M	0.0%	$14.69 *	$15.13	-7.9%	COM	28414H103
CRGY	CRESCENT ENERGY COMPANY	1,430,964	$15.67M	0.0%	$10.95 *	$10.80	-0.8%	CL A COM	44952J104
TXN	TEXAS INSTRS INC	75,614	$15.62M	0.0%	$206.57 *	$84.67	+127.9%	COM	882508104
FCX	FREEPORT-MCMORAN INC	312,201	$15.59M	0.0%	$49.92 *	$29.04	+52.3%	CL B	35671D857
HESM	HESS MIDSTREAM LP	436,276	$15.39M	0.0%	$35.27 *	$25.53	+26.8%	CL A SHS	428103105
LFST	LIFESTANCE HEALTH GROUP INC	2,136,942	$14.96M	0.0%	$7.00 *	$7.23	-16.9%	COM	53228F101
OPCH	OPTION CARE HEALTH INC	472,274	$14.78M	0.0%	$31.30	$32.86	-6.6%	COM NEW	68404L201
PENN	PENN ENTERTAINMENT INC	768,503	$14.49M	0.0%	$18.86	$18.03	+5.6%	COM	707569109
HTH	HILLTOP HOLDINGS INC	432,225	$13.9M	0.0%	$32.16	$29.45	+9.0%	COM	432748101
—	FOOT LOCKER INC	509,424	$13.16M	0.0%	$25.84	$24.92	—	COM	344849104
VCYT	VERACYTE INC	385,503	$13.12M	0.0%	$34.04 *	$25.66	+9.6%	COM	92337F107
CTVA	CORTEVA INC	214,253	$12.6M	0.0%	$58.79 *	$53.24	+1.0%	COM	22052L104
RNST	RENASANT CORP	385,039	$12.51M	0.0%	$32.50 *	$33.20	0.0%	COM	75970E107
KKR	KKR & CO INC	93,749	$12.24M	0.0%	$130.58 *	$65.98	+78.0%	COM	48251W104
WSC	WILLSCOT HLDGS CORP	323,884	$12.18M	0.0%	$37.60	$24.94	+53.0%	COM CL A	971378104
FSLR	FIRST SOLAR INC	48,289	$12.05M	0.0%	$249.44 *	$219.76	+2.5%	COM	336433107
—	AVIDXCHANGE HOLDINGS INC	1,442,665	$11.7M	0.0%	$8.11	$12.88	—	COM	05368X102
VLO	VALERO ENERGY CORP	86,484	$11.68M	0.0%	$135.03 *	$98.92	+40.9%	COM	91913Y100
CVE	CENOVUS ENERGY INC	676,981	$11.32M	0.0%	$16.73 *	$17.91	0.0%	COM	15135U109
BCE	BCE INC	321,757	$11.19M	0.0%	$34.77 *	$39.96	-23.8%	COM NEW	05534B760
GLW	CORNING INC	245,563	$11.09M	0.0%	$45.15 *	$35.01	+16.7%	COM	219350105
HLI	HOULIHAN LOKEY INC	69,689	$11.01M	0.0%	$158.02 *	$83.33	+76.0%	CL A	441593100
WWW	WOLVERINE WORLD WIDE INC	629,950	$10.97M	0.0%	$17.42 *	$13.40	0.0%	COM	978097103
AMT	AMERICAN TOWER CORP NEW	45,720	$10.63M	0.0%	$232.56 *	$203.64	+3.5%	COM	03027X100
AMRC	AMERESCO INC	278,675	$10.57M	0.0%	$37.94 *	$49.89	-38.0%	CL A	02361E108
FER	FERROVIAL SE	244,995	$10.52M	0.0%	$42.96 *	$38.09	+5.0%	ORD SHS	N3168P101
XME	SPDR SER TR	163,101	$10.39M	0.0%	$63.72	$44.76	—	S&P METALS MNG	78464A755
CF	CF INDS HLDGS INC	118,412	$10.16M	0.0%	$85.80 *	$88.05	-15.0%	COM	125269100
GTLS	CHART INDS INC	78,341	$9.725M	0.0%	$124.14 *	$110.49	+18.8%	COM	16115Q308
ANRO	ALTO NEUROSCIENCE INC	832,290	$9.521M	0.0%	$11.44 *	$14.13	-13.4%	COM SHS	02157Q109
KGS	KODIAK GAS SVCS INC	325,044	$9.426M	0.0%	$29.00 *	$25.38	+8.4%	COM	50012A108
BBCP	CONCRETE PUMPING HLDGS INC	1,555,492	$9.006M	0.0%	$5.79 *	$6.59	-17.9%	COM	206704108
ANAB	ANAPTYSBIO INC	264,889	$8.874M	0.0%	$33.50	$34.16	0.0%	COM	032724106
NCNO	NCINO INC	276,461	$8.733M	0.0%	$31.59	$31.66	0.0%	COM	63947X101
MMI	MARCUS & MILLICHAP INC	218,281	$8.65M	0.0%	$39.63 *	$32.30	+14.5%	COM	566324109
DOW	DOW INC	155,193	$8.478M	0.0%	$54.63 *	$39.40	+21.6%	COM	260557103
PGNY	PROGYNY INC	503,972	$8.447M	0.0%	$16.76 *	$42.90	-44.1%	COM	74340E103
MLYS	MINERALYS THERAPEUTICS INC	696,280	$8.432M	0.0%	$12.11	$12.59	-3.8%	COM	603170101
HUBB	HUBBELL INC	18,906	$8.098M	0.0%	$428.35 *	$376.27	+0.3%	COM	443510607
CRC	CALIFORNIA RES CORP	151,098	$7.928M	0.0%	$52.47 *	$48.96	-1.4%	COM STOCK	13057Q305
STN	STANTEC INC	98,175	$7.895M	0.0%	$80.41	$81.99	—	COM	85472N109
COP	CONOCOPHILLIPS	73,845	$7.774M	0.0%	$105.28	$62.11	+69.2%	COM	20825C104
MXL	MAXLINEAR INC	528,694	$7.655M	0.0%	$14.48 *	$28.56	-44.4%	COM	57776J100
BG	BUNGE GLOBAL SA	78,369	$7.574M	0.0%	$96.64	$98.11	-0.4%	COM SHS	H11356104
INCO	COLUMBIA ETF TR II	97,057	$7.469M	0.0%	$76.95	$76.95	—	INDIA CONSMR ETF	19762B707
ACWX	ISHARES TR	125,449	$7.178M	0.0%	$57.22	$53.72	—	MSCI ACWI EX US	464288240
SNPS	SYNOPSYS INC	13,802	$6.989M	0.0%	$506.39 *	$463.46	+15.8%	COM	871607107
AM	ANTERO MIDSTREAM CORP	452,335	$6.808M	0.0%	$15.05 *	$10.17	+31.7%	COM	03676B102
ACWI	ISHARES TR	56,798	$6.79M	0.0%	$119.55	$109.32	—	MSCI ACWI ETF	464288257
FA	FIRST ADVANTAGE CORP NEW	333,887	$6.628M	0.0%	$19.85 *	$17.84	0.0%	COM	31846B108
PAA	PLAINS ALL AMERN PIPELINE L	374,713	$6.509M	0.0%	$17.37	$24.00	—	UNIT LTD PARTN	726503105
MC	MOELIS & CO	88,234	$6.045M	0.0%	$68.51 *	$25.38	+138.9%	CL A	60786M105
IE	IVANHOE ELECTRIC INC	669,137	$5.661M	0.0%	$8.46	$14.05	-40.3%	COM	46578C108
USAC	USA COMPRESSION PARTNERS LP	239,675	$5.493M	0.0%	$22.92	$25.93	—	COMUNIT LTDPAR	90290N109
AXP	AMERICAN EXPRESS CO	19,418	$5.266M	0.0%	$271.20 *	$206.31	+18.8%	COM	025816109
MIR	MIRION TECHNOLOGIES INC	465,553	$5.154M	0.0%	$11.07 *	$10.54	-0.2%	COM CL A	60471A101
VALE	VALE S A	394,343	$4.606M	0.0%	$11.68	$11.68	—	SPONSORED ADS	91912E105
TYRA	TYRA BIOSCIENCES INC	158,187	$3.719M	0.0%	$23.51 *	$17.42	+20.5%	COM	90240B106
KMI	KINDER MORGAN INC DEL	155,713	$3.44M	0.0%	$22.09 *	$19.86	0.0%	COM	49456B101
NGNE	NEUROGENE INC	78,650	$3.3M	0.0%	$41.96 *	$38.78	0.0%	COM	64135M105
DRI	DARDEN RESTAURANTS INC	19,876	$3.262M	0.0%	$164.13 *	$153.18	-5.0%	COM	237194105
XLE	SELECT SECTOR SPDR TR	36,379	$3.194M	0.0%	$87.80	$75.53	—	ENERGY	81369Y506
C	CITIGROUP INC	50,749	$3.177M	0.0%	$62.60 *	$51.18	+16.1%	COM NEW	172967424
INTU	INTUIT	5,108	$3.172M	0.0%	$621.00	$576.11	+9.9%	COM	461202103
LZM	LIFEZONE METALS LIMITED	452,817	$3.17M	0.0%	$7.00	$9.55	-26.7%	ORD SHS	G5568L109
HAS	HASBRO INC	40,779	$2.949M	0.0%	$72.32 *	$61.36	0.0%	COM	418056107
CP	CANADIAN PACIFIC KANSAS CITY	33,600	$2.874M	0.0%	$85.52 *	$78.08	+4.3%	COM	13646K108
DLR	DIGITAL RLTY TR INC	17,725	$2.868M	0.0%	$161.83 *	$121.45	+20.9%	COM	253868103
ARES	ARES MANAGEMENT CORPORATION	17,635	$2.748M	0.0%	$155.84 *	$55.88	+150.1%	CL A COM STK	03990B101
SLSR	SOLARIS RES INC	1,036,340	$2.682M	0.0%	$2.59 *	$3.45	-29.4%	COM NEW	83419D201
GEV	GE VERNOVA INC	10,298	$2.626M	0.0%	$254.98 *	$163.73	+17.0%	COM	36828A101
TFII	TFI INTL INC	19,037	$2.606M	0.0%	$136.89 *	$58.09	+154.1%	COM	87241L109
WCN	WASTE CONNECTIONS INC	14,184	$2.536M	0.0%	$178.82	$117.53	+52.8%	COM	94106B101
CSX	CSX CORP	69,380	$2.396M	0.0%	$34.53 *	$30.48	+9.0%	COM	126408103
TPH	TRI POINTE HOMES INC	52,197	$2.365M	0.0%	$45.31 *	$29.67	+44.2%	COM	87265H109
KO	COCA COLA CO	30,253	$2.174M	0.0%	$71.86 *	$55.71	+17.8%	COM	191216100
SCI	SERVICE CORP INTL	27,405	$2.163M	0.0%	$78.93 *	$67.95	+11.9%	COM	817565104
VEA	VANGUARD TAX-MANAGED FDS	38,779	$2.048M	0.0%	$52.81	$52.27	—	VAN FTSE DEV MKT	921943858
LW	LAMB WESTON HLDGS INC	29,290	$1.896M	0.0%	$64.74	$82.22	-22.3%	COM	513272104
SANM	SANMINA CORPORATION	26,897	$1.841M	0.0%	$68.45	$43.41	+59.0%	COM	801056102
CNO	CNO FINL GROUP INC	51,933	$1.823M	0.0%	$35.10 *	$18.15	+72.8%	COM	12621E103
RUSHA	RUSH ENTERPRISES INC	33,996	$1.796M	0.0%	$52.83 *	$33.38	+48.6%	CL A	781846209
MLI	MUELLER INDS INC	23,525	$1.743M	0.0%	$74.10 *	$33.58	+96.3%	COM	624756102
NTB	BANK OF NT BUTTERFIELD&SON L	46,955	$1.732M	0.0%	$36.88 *	$29.96	+17.4%	SHS NEW	G0772R208
IGE	ISHARES TR	38,811	$1.71M	0.0%	$44.07	$42.50	—	NORTH AMERN NAT	464287374
SBAC	SBA COMMUNICATIONS CORP NEW	7,034	$1.693M	0.0%	$240.70 *	$215.67	0.0%	CL A	78410G104
AXON	AXON ENTERPRISE INC	3,977	$1.589M	0.0%	$399.60 *	$242.66	+42.1%	COM	05464C101
CDW	CDW CORP	6,936	$1.57M	0.0%	$226.30 *	$205.45	+5.9%	COM	12514G108
TDOC	TELADOC HEALTH INC	168,166	$1.544M	0.0%	$9.18 *	$8.28	0.0%	COM	87918A105
NSC	NORFOLK SOUTHN CORP	6,086	$1.512M	0.0%	$248.50 *	$205.34	+13.5%	COM	655844108
WM	WASTE MGMT INC DEL	7,222	$1.499M	0.0%	$207.60	$183.45	+11.4%	COM	94106L109
TT	TRANE TECHNOLOGIES PLC	3,850	$1.497M	0.0%	$388.73 *	$196.47	+74.6%	SHS	G8994E103
RDNT	RADNET INC	21,480	$1.49M	0.0%	$69.39 *	$63.05	0.0%	COM	750491102
MWA	MUELLER WTR PRODS INC	68,543	$1.487M	0.0%	$21.70 *	$19.78	0.0%	COM SER A	624758108
CBT	CABOT CORP	13,267	$1.483M	0.0%	$111.77 *	$96.68	0.0%	COM	127055101
FLNG	FLEX LNG LTD	57,406	$1.46M	0.0%	$25.44 *	$21.71	0.0%	SHS	G35947202
ITRI	ITRON INC	13,650	$1.458M	0.0%	$106.81 *	$88.08	+14.9%	COM	465741106
HTO	SJW GROUP	24,743	$1.438M	0.0%	$58.11	$69.33	-15.6%	COM	784305104
BKE	BUCKLE INC	32,626	$1.435M	0.0%	$43.97 *	$30.54	+15.4%	COM	118440106
UFPI	UFP INDUSTRIES INC	10,054	$1.319M	0.0%	$131.21 *	$60.86	+98.4%	COM	90278Q108
TE	FREYR BATTERY INC	1,327,877	$1.288M	0.0%	$0.97 *	$1.59	-14.0%	COM NEW	35834F104
—	OUTFRONT MEDIA INC	69,656	$1.28M	0.0%	$18.38	$18.38	—	COM	69007J106
INVA	INNOVIVA INC	66,056	$1.276M	0.0%	$19.31 *	$14.43	+27.7%	COM	45781M101
ETD	ETHAN ALLEN INTERIORS INC	39,668	$1.265M	0.0%	$31.89 *	$20.53	+32.1%	COM	297602104
AROC	ARCHROCK INC	61,978	$1.254M	0.0%	$20.24 *	$18.94	+1.6%	COM	03957W106
NXT	NEXTRACKER INC	32,425	$1.215M	0.0%	$37.48 *	$35.68	+16.8%	CLASS A COM	65290E101
CTRE	CARETRUST REIT INC	39,283	$1.212M	0.0%	$30.86	$30.86	—	COM	14174T107
BHE	BENCHMARK ELECTRS INC	27,102	$1.201M	0.0%	$44.32 *	$40.73	0.0%	COM	08160H101
CVLT	COMMVAULT SYS INC	7,761	$1.194M	0.0%	$153.85 *	$140.83	0.0%	COM	204166102
ABM	ABM INDS INC	22,616	$1.193M	0.0%	$52.76 *	$42.72	+19.8%	COM	000957100
ADPT	ADAPTIVE BIOTECHNOLOGIES COR	231,531	$1.185M	0.0%	$5.12 *	$7.10	-38.7%	COM	00650F109
PRDO	PERDOCEO ED CORP	53,170	$1.183M	0.0%	$22.24	$17.86	+22.6%	COM	71363P106
AKR	ACADIA RLTY TR	49,890	$1.171M	0.0%	$23.48	$23.48	—	COM SH BEN INT	004239109
APAM	ARTISAN PARTNERS ASSET MGMT	26,593	$1.152M	0.0%	$43.32 *	$35.70	0.0%	CL A	04316A108
PLAB	PHOTRONICS INC	46,436	$1.15M	0.0%	$24.76 *	$29.35	-17.6%	COM	719405102
AVA	AVISTA CORP	29,236	$1.133M	0.0%	$38.75 *	$35.26	0.0%	COM	05379B107
FIZZ	NATIONAL BEVERAGE CORP	23,992	$1.126M	0.0%	$46.94	$47.47	0.0%	COM	635017106
ACT	ENACT HLDGS INC	30,850	$1.121M	0.0%	$36.33 *	$33.07	0.0%	COM	29249E109
MU	MICRON TECHNOLOGY INC	10,743	$1.114M	0.0%	$103.71	$103.98	0.0%	COM	595112103
PUMP	PROPETRO HLDG CORP	140,378	$1.075M	0.0%	$7.66 *	$7.92	+3.1%	COM	74347M108
ZETA	ZETA GLOBAL HOLDINGS CORP	36,019	$1.074M	0.0%	$29.83 *	$23.53	0.0%	CL A	98956A105
FTDR	FRONTDOOR INC	22,288	$1.07M	0.0%	$47.99 *	$30.98	+40.0%	COM	35905A109
CMC	COMMERCIAL METALS CO	18,189	$1M	0.0%	$54.96 *	$43.08	+23.1%	COM	201723103
VUG	VANGUARD INDEX FDS	2,590	$994K	0.0%	$383.94	$332.66	—	GROWTH ETF	922908736
LTH	LIFE TIME GROUP HOLDINGS INC	40,366	$986K	0.0%	$24.42 *	$22.48	0.0%	COMMON STOCK	53190C102
NTLA	INTELLIA THERAPEUTICS INC	47,899	$984K	0.0%	$20.55 *	$31.57	-27.0%	COM	45826J105
SXC	SUNCOKE ENERGY INC	112,979	$981K	0.0%	$8.68 *	$9.27	-0.2%	COM	86722A103
LNTH	LANTHEUS HLDGS INC	8,926	$980K	0.0%	$109.75 *	$103.88	0.0%	COM	516544103
MDY	SPDR S&P MIDCAP 400 ETF TR	1,713	$976K	0.0%	$569.66	$525.35	—	UTSER1 S&PDCRP	78467Y107
MMSI	MERIT MED SYS INC	9,460	$935K	0.0%	$98.83 *	$91.50	0.0%	COM	589889104
SITC	SITE CTRS CORP	15,192	$919K	0.0%	$60.50	$60.50	—	COM	82981J851
VAL	VALARIS LTD	16,219	$904K	0.0%	$55.75 *	$65.50	0.0%	CL A	G9460G101
—	GMS INC	9,979	$904K	0.0%	$90.57	$48.30	—	COM	36251C103
COMP	COMPASS INC	146,078	$893K	0.0%	$6.11 *	$4.92	0.0%	CL A	20464U100
FSV	FIRSTSERVICE CORP NEW	4,791	$875K	0.0%	$182.71 *	$168.77	+0.9%	COM	33767E202
BCC	BOISE CASCADE CO DEL	6,117	$862K	0.0%	$140.98 *	$125.53	0.0%	COM	09739D100
MCY	MERCURY GENL CORP NEW	13,530	$852K	0.0%	$62.98 *	$59.42	0.0%	COM	589400100
MOD	MODINE MFG CO	6,273	$833K	0.0%	$132.79 *	$23.90	+362.5%	COM	607828100
CAVA	CAVA GROUP INC	6,697	$829K	0.0%	$123.85 *	$40.56	+150.6%	COM	148929102
ENVA	ENOVA INTL INC	9,863	$826K	0.0%	$83.79 *	$77.48	0.0%	COM	29357K103
EA	ELECTRONIC ARTS INC	5,749	$825K	0.0%	$143.44	$123.56	+16.6%	COM	285512109
RUN	SUNRUN INC	45,001	$813K	0.0%	$18.06	$17.77	0.0%	COM	86771W105
EDIT	EDITAS MEDICINE INC	237,745	$811K	0.0%	$3.41 *	$8.10	-46.3%	COM	28106W103
RXO	RXO INC	28,290	$792K	0.0%	$28.00	$28.24	0.0%	COMMON STOCK	74982T103
GKOS	GLAUKOS CORP	6,080	$792K	0.0%	$130.28 *	$124.44	0.0%	COM	377322102
FORM	FORMFACTOR INC	17,025	$783K	0.0%	$46.00 *	$49.90	0.0%	COM	346375108
CENX	CENTURY ALUM CO	47,255	$767K	0.0%	$16.23 *	$16.20	-6.5%	COM	156431108
BBIO	BRIDGEBIO PHARMA INC	30,119	$767K	0.0%	$25.46 *	$26.25	0.0%	COM	10806X102
ACIW	ACI WORLDWIDE INC	14,849	$756K	0.0%	$50.90 *	$45.71	0.0%	COM	004498101
RCKT	ROCKET PHARMACEUTICALS INC	40,740	$752K	0.0%	$18.47 *	$20.71	-1.1%	COM	77313F106
KW	KENNEDY-WILSON HOLDINGS INC	67,964	$751K	0.0%	$11.05 *	$10.60	0.0%	COM	489398107
—	CUSHMAN WAKEFIELD PLC	54,699	$746K	0.0%	$13.63	$13.63	—	SHS	G2717B108
FN	FABRINET	3,151	$745K	0.0%	$236.44 *	$231.41	0.0%	SHS	G3323L100
GOGL	GOLDEN OCEAN GROUP LTD	55,632	$744K	0.0%	$13.38	$13.38	—	SHS NEW	G39637205
—	NEXTERA ENERGY INC	15,911	$738K	0.0%	$46.36	$50.19	—	UNIT 09/01/2025	65339F713
ALRM	ALARM COM HLDGS INC	13,118	$717K	0.0%	$54.67 *	$64.08	-4.2%	COM	011642105
EAT	BRINKER INTL INC	9,213	$705K	0.0%	$76.53 *	$68.87	0.0%	COM	109641100
DRS	LEONARDO DRS INC	24,919	$703K	0.0%	$28.22 *	$27.19	0.0%	COM	52661A108
ADMA	ADMA BIOLOGICS INC	34,515	$690K	0.0%	$19.99 *	$15.55	0.0%	COM	000899104
AGYS	AGILYSYS INC	6,326	$689K	0.0%	$108.97	$106.98	0.0%	COM	00847J105
LZ	LEGALZOOM COM INC	108,219	$687K	0.0%	$6.35 *	$6.55	0.0%	COM	52466B103
ATEC	ALPHATEC HLDGS INC	123,432	$686K	0.0%	$5.56 *	$7.68	0.0%	COM NEW	02081G201
POWL	POWELL INDS INC	3,079	$684K	0.0%	$221.99 *	$162.21	0.0%	COM	739128106
—	CHAMPIONX CORPORATION	22,359	$674K	0.0%	$30.15	$32.51	—	COM	15872M104
HELE	HELEN OF TROY LTD	10,895	$674K	0.0%	$61.85 *	$59.14	0.0%	COM	G4388N106
—	LIONS GATE ENTMNT CORP	96,879	$670K	0.0%	$6.92	$6.92	—	CL B NON VTG	535919500
—	INTEGRAL AD SCIENCE HLDNG CO	61,492	$665K	0.0%	$10.81	$10.81	—	COM	45828L108
IVT	INVENTRUST PPTYS CORP	23,400	$664K	0.0%	$28.37	$28.37	—	COM NEW	46124J201
MYGN	MYRIAD GENETICS INC	24,162	$662K	0.0%	$27.39	$27.07	0.0%	COM	62855J104
—	SUMMIT MATLS INC	16,666	$650K	0.0%	$39.03	$39.03	—	CL A	86614U100
STRL	STERLING INFRASTRUCTURE INC	4,430	$642K	0.0%	$145.02 *	$77.96	+52.4%	COM	859241101
NSIT	INSIGHT ENTERPRISES INC	2,958	$637K	0.0%	$215.39 *	$205.91	0.0%	COM	45765U103
GEO	GEO GROUP INC NEW	49,059	$630K	0.0%	$12.85 *	$13.94	0.0%	COM	36162J106
SEM	SELECT MED HLDGS CORP	17,921	$625K	0.0%	$34.87 *	$18.73	0.0%	COM	81619Q105
TILE	INTERFACE INC	32,230	$611K	0.0%	$18.97 *	$17.24	0.0%	COM	458665304
CAMT	CAMTEK LTD	7,647	$611K	0.0%	$79.85 *	$73.72	+32.2%	ORD	M20791105
ABT	ABBOTT LABS	5,346	$609K	0.0%	$114.01 *	$109.47	-2.2%	COM	002824100
EMBC	EMBECTA CORP	42,152	$594K	0.0%	$14.10 *	$13.67	0.0%	COMMON STOCK	29082K105
PPG	PPG INDS INC	4,397	$582K	0.0%	$132.46 *	$132.44	-7.9%	COM	693506107
MGY	MAGNOLIA OIL & GAS CORP	23,836	$582K	0.0%	$24.42 *	$25.50	-1.2%	CL A	559663109
CDE	COEUR MNG INC	84,089	$579K	0.0%	$6.88 *	$6.23	0.0%	COM NEW	192108504
ONTO	ONTO INNOVATION INC	2,307	$479K	0.0%	$207.56 *	$147.67	+36.7%	COM	683344105
VT	VANGUARD INTL EQUITY INDEX F	3,870	$463K	0.0%	$119.71	$119.71	—	TT WRLD ST ETF	922042742
KHC	KRAFT HEINZ CO	12,245	$430K	0.0%	$35.11 *	$31.81	+0.0%	COM	500754106
KRUS	KURA SUSHI USA INC	5,306	$427K	0.0%	$80.56 *	$91.78	-30.8%	CL A COM	501270102
ARM	ARM HOLDINGS PLC	2,869	$410K	0.0%	$142.99	$163.62	—	SPONSORED ADS	042068205
LHX	L3HARRIS TECHNOLOGIES INC	1,670	$397K	0.0%	$237.87 *	$186.24	+20.6%	COM	502431109
DHR	DANAHER CORPORATION	1,152	$320K	0.0%	$278.02 *	$179.19	+46.5%	COM	235851102
IVW	ISHARES TR	3,289	$315K	0.0%	$95.74	$95.74	—	S&P 500 GRWT ETF	464287309
MTZ	MASTEC INC	2,479	$305K	0.0%	$123.10 *	$76.04	+43.6%	COM	576323109
LULU	LULULEMON ATHLETICA INC	1,091	$296K	0.0%	$271.43 *	$212.38	+25.0%	COM	550021109
STWD	STARWOOD PPTY TR INC	14,525	$296K	0.0%	$20.38	$21.27	—	COM	85571B105
HXL	HEXCEL CORP NEW	3,608	$223K	0.0%	$61.83	$66.88	-6.0%	COM	428291108
IOT	SAMSARA INC	4,388	$211K	0.0%	$48.12 *	$40.53	0.0%	COM CL A	79589L106
—	ARCH RESOURCES INC	1,516	$209K	0.0%	$138.16	$130.38	—	CL A	03940R107
RNW	RENEW ENERGY GLOBAL PLC	32,333	$203K	0.0%	$6.29 *	$6.40	-7.3%	CL A SHS	G7500M104